#  @Vulpescap Vulpes Bio Vulpes Bio posts on X about in the, $nktr, if you, $goss the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1780740764051378176/interactions)  - [--] Week [------] +6.60% - [--] Month [-------] +1,357% - [--] Months [---------] +1,848% - [--] Year [---------] +13,358% ### Mentions: [--] [#](/creator/twitter::1780740764051378176/posts_active)  - [--] Week [--] -2.90% - [--] Month [--] no change - [--] Months [---] +116% - [--] Year [---] +928% ### Followers: [-------] [#](/creator/twitter::1780740764051378176/followers)  - [--] Week [-----] +1.20% - [--] Month [-----] +14% - [--] Months [-----] +147% - [--] Year [-----] +586% ### CreatorRank: [-------] [#](/creator/twitter::1780740764051378176/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 25.35% [finance](/list/finance) 13.36% [social networks](/list/social-networks) 4.15% [technology brands](/list/technology-brands) 4.15% [countries](/list/countries) 0.92% [currencies](/list/currencies) 0.46% **Social topic influence** [in the](/topic/in-the) 16.59%, [$nktr](/topic/$nktr) 11.98%, [if you](/topic/if-you) 6.45%, [$goss](/topic/$goss) 5.99%, [money](/topic/money) 5.99%, [$guts](/topic/$guts) 5.53%, [$ikt](/topic/$ikt) #1, [$ntla](/topic/$ntla) 3.69%, [$stok](/topic/$stok) 3.23%, [twitter](/topic/twitter) 3.23% **Top accounts mentioned or mentioned by** [@colossal](/creator/undefined) [@pharmdca](/creator/undefined) [@amaymd](/creator/undefined) [@martinshkreli](/creator/undefined) [@hkuppy](/creator/undefined) [@aionismus](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@mattnachtrab](/creator/undefined) [@anthonystaj](/creator/undefined) [@seedy19tron](/creator/undefined) [@billackman](/creator/undefined) [@geneinvesting](/creator/undefined) [@vulpescap](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@vp](/creator/undefined) [@soggysobble](/creator/undefined) [@biohazard3737](/creator/undefined) [@tsvetta](/creator/undefined) [@tcellengager](/creator/undefined) [@cigs1234](/creator/undefined) **Top assets mentioned** [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Inhibikase Therapeutics, Inc. (IKT)](/topic/$ikt) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [PepGen Inc. (PEPG)](/topic/$pepg) [Eli Lilly and Company (LLY)](/topic/$lly) [Abivax SA (ABVX)](/topic/$abvx) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Novartis AG (NVS)](/topic/novartis) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [IO Biotech, Inc. (IOBT)](/topic/$iobt) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Ikena Oncology, Inc. (IKNA)](/topic/$ikna) [Insmed, Inc. (INSM)](/topic/$insm) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) ### Top Social Posts Top posts by engagements in the last [--] hours "$SRPT you all were warned @Pharmdca" [X Link](https://x.com/Vulpescap/status/1946265554789990881) 2025-07-18T17:47Z [----] followers, 13.4K engagements "$IMA $IKNA Its like Xzibit was advising on the reverse merger and he heard we like busted biotechs so he put a busted biotech in our busted biotech" [X Link](https://x.com/Vulpescap/status/1963612983143100912) 2025-09-04T14:39Z [----] followers, [----] engagements "@joinyellowbrick @A_May_MD @Atrium_Research @IggyOnInvesting Woot woot I am MrStingy $pepg" [X Link](https://x.com/Vulpescap/status/2007567999239164160) 2026-01-03T21:41Z [----] followers, [---] engagements "Could you argue that $IKT will get a PoC penalty (fair or not) on a $GOSS fail @hbossnia If $GOSS fails $IKT will go up. Obviously some take a bet here. @hbossnia If $GOSS fails $IKT will go up. Obviously some take a bet here" [X Link](https://x.com/Vulpescap/status/2008223995171135817) 2026-01-05T17:08Z [----] followers, [----] engagements "$GOSS took the data-risk free 3x profit. Risk adj IRR goes down when the run up goes up. Do like $IKT though (and they own 100% of their drug) $GOSS poor price action since the lean negative take. Still think we could see results in next 2-3 weeks. $GOSS poor price action since the lean negative take. Still think we could see results in next 2-3 weeks" [X Link](https://x.com/Vulpescap/status/2008582480102912187) 2026-01-06T16:52Z [----] followers, [----] engagements "Do you have thoughts on $IKT FWIW I think a large part of imatinib not moving forward was IP life-related. subdural hematomas happen in pts on anticoagulants and that's no longer in the guidelines (though they nay be on one for other reasons). If inhalation truly doesn't work here $IKT should benefit (and they own 100% of the drug) https://twitter.com/i/web/status/2008594999156285567 https://twitter.com/i/web/status/2008594999156285567" [X Link](https://x.com/Vulpescap/status/2008594999156285567) 2026-01-06T17:42Z [----] followers, [----] engagements "People who are long $IKT: does this slide bother you Stated purpose of the prodrug is to reduce GI tox yet it didn't do that in the bioequivalence study. Maybe I'm missing something Yes this was a small BE study. Yes this was 600mg while Ph3 dose is 500mg (500mg data not shown). Still though. Can you argue that you don't really need to reduce GI tox at all Do you just need an imatinib with a longer IP life and PAH on-label IMPRES AEs looked way worse than CML AEs at similar doses maybe that was just a fluke Maybe not though PAH patients are a different pop and can be sicker. I like IKT but" [X Link](https://x.com/Vulpescap/status/2010848366335516722) 2026-01-12T22:56Z [----] followers, [----] engagements "$GUTS Didn't orfo have a similar GI tox/discontinuation due to AE rate as the injectables Fair to say that the maintenance therapy of choice for someone discontinuing an injectable due to GI tox is not orfo Perhaps if you do fine on sema/tirz but want to stop orfo will work fine for you but that's not really GOSS' lunch IMO. Am I wrong about that $GUTS - data on weight maintenance in Q1 - plan to file. It's an endoscopy procedure duodenal ablation. ALl the prior data is great weight maintenance out to [--] months in open label and [--] month controlled data great. BUT seeing orfoglipron data and a" [X Link](https://x.com/Vulpescap/status/2011200493020647435) 2026-01-13T22:15Z [----] followers, [----] engagements "A point to be made on $IKT - the impressive IMPRES 6MWD result below was observed with only 43% of patients maintaining target 400mg dose. ** Patients who did maintain 400mg for 50% of the study had a 45m improvement - better than Winrevair. If IKT's prodrug truly helps more patients maintain target dose 6MWD could look very very good. If it simply looks as good as oral Imatinib on target dose achievement and 6MWD.well.at least they've got more than the [--] years of IP life that Novartis had on Gleevec post IMPRES🤷 ** "Efficacy was assessed in all randomized patients who received at least 1" [X Link](https://x.com/Vulpescap/status/2011932213244232053) 2026-01-15T22:43Z [----] followers, [----] engagements "The best thing about the $GUTS call this AM was the smooth jazz in the waiting room. They know it too which is why they didn't put the figure in their "positive" PR. Probably why they've been pumping their garbage geneTx in the media the last few days. Still think that was a fat pitch we were offered based on all existing DMR data and no problem with having swung at it. Still clear DMR does something but I'm out. Lucky to have a pretty low basis on this. Can't win em all. In retrospect the population used for the open-label trial would've been a better way to go (as opposed to the short GLP-1" [X Link](https://x.com/Vulpescap/status/2016883906075677002) 2026-01-29T14:39Z [----] followers, [----] engagements "@seedy19tron @FWCStocks same thats why i went long $ikt" [X Link](https://x.com/Vulpescap/status/2017327503388410289) 2026-01-30T20:02Z [----] followers, [---] engagements "@keisan_15 @seedy19tron @FWCStocks Novartis did when they submitted imatinib for PAH before withdrawing due to subdural hematomas which are no longer an issue. Also KOLs say it's manageable" [X Link](https://x.com/Vulpescap/status/2017330423857041816) 2026-01-30T20:13Z [----] followers, [---] engagements "Imatinib never advanced beyond Ph3 however for a few reasons: [--]. Subdural hematomas (brain bleeds) These are a big deal if you have one. There were [--] SHs (2%) observed in the Imatinib arm and then [--] more in the open-label-extension. This would normally be an MOA killer but its not in this case. SHs only occur in patients who are also on an anticoagulant. Anticoagulants have historically been used in PAH patients by superstitious doctors but the practice is not evidence-based and not in the current guidelines. It is now quite rare and not an issue. Moreover patients who are on them for other" [X Link](https://x.com/Vulpescap/status/2018747666180747445) 2026-02-03T18:05Z [----] followers, [---] engagements "Several companies have aimed to build a commercially successful molecule on the back of Imatinib proof of concept in PAH (with fresh IP-life). Imatinib-derivatives ( $AVTE $IKT) or -like molecules ( $GOSS) are not subject to issues [--] (for reasons explained above) or [--] Thus they aim to solve issue [--] (GI tox) in order to advance a commercially competitive remodeling drug to the market. Before describing approaches I insert the opinion that solving GI tox is not a prerequisite for success. It would be nice only 43% of patients in the IMPRES trial were able to reach and maintain the target 400mg" [X Link](https://x.com/Vulpescap/status/2018748037842035121) 2026-02-03T18:06Z [----] followers, [----] engagements "Catalyst desert Theres a huge catalyst desert here with the exception of the $GOSS readout. As I wrote in my $STOK writeup a while back I believe catalyst deserts can be the source of great bargains in biotech. The smartest people tend to work at biotech-specialist funds and funds need to worry about quarterly returns and thus need near-term catalysts. Not much of anything is going to be happening here for a few years. The interim safety readout 1-1.5 years from now might tell us something about GI tox. The interim PVR readout [---] years from now will confirm that the drug has pharmacodynamic" [X Link](https://x.com/Vulpescap/status/2018749367436402978) 2026-02-03T18:12Z [----] followers, [----] engagements "Valuation Comps tell us that this is worth more than $500M fully diluted as does bottom up modeling. To repeat what I wrote in the summary: when $INSM reported positive PAH Ph2b data in summer [----] its market cap increased by $5.7B (ILD data didn't even look good). At one point pre-Ph3 data $GOSS traded around $1B FD implying a $2B valuation on their drug seralutinib (they own 50% economics on it). IKT trades at around $500M fully diluted arguably has a higher PoS than $GOSS does at the same stage (Ph3). Theyre a few years behind $GOSS but discounting back a few years does not account for the" [X Link](https://x.com/Vulpescap/status/2018749563096666116) 2026-02-03T18:12Z [----] followers, [----] engagements "TPUSA alternative Super Bowl Halftime Show is gonna be so lit. Headliner below" [X Link](https://x.com/Vulpescap/status/2018848553884651782) 2026-02-04T00:46Z [----] followers, [----] engagements ""Young ladies young ladies I like 'em underage see Some say that's statutory (But I say it's mandatory)" - Kid Rock The comedy writes itself Fantastic lineup for the TPUSA halftime show including the great Bob Ritchie AKA KID ROCK https://t.co/ZXvvlIBtkE Fantastic lineup for the TPUSA halftime show including the great Bob Ritchie AKA KID ROCK https://t.co/ZXvvlIBtkE" [X Link](https://x.com/Vulpescap/status/2019167620843418102) 2026-02-04T21:54Z [----] followers, [----] engagements "@kaitalkscanucks Gavin McKenna will be happy to know you have time for him" [X Link](https://x.com/Vulpescap/status/2019502883641717213) 2026-02-05T20:06Z [----] followers, [---] engagements "@richtrades100 unknowable. $IKT would argue that you need systemic dosing and that is likely true but we don't/won't know for sure" [X Link](https://x.com/Vulpescap/status/2019885799391764714) 2026-02-06T21:27Z [----] followers, [---] engagements "$TTWO With all that's happened lately to make software devs 50x faster/more productive it makes you wonder what is happening over at Rockstar. This what I'm picturing" [X Link](https://x.com/Vulpescap/status/2019891592304234700) 2026-02-06T21:50Z [----] followers, [---] engagements "As an independent voter who leans slightly right I feel Ive been given the following two choices: 1) the party that executes US citizens for political theater and the lies about what is clear on video 2) the party that doesnt do that" [X Link](https://x.com/Vulpescap/status/2015260593637163071) 2026-01-25T03:09Z [----] followers, 756.1K engagements "I dont do #biosquidgames (blocked by @pawcio2009 for replying to his MAGA posts with photos of Trump+Epstein) but if I did my pick would be $IKT. Imatinib works in PAH; $AVTE s failure leaves IKT (oral prodrug) as the only viable path. Too cheap to ignore. Elaboration below" [X Link](https://x.com/Vulpescap/status/2018746409080528995) 2026-02-03T18:00Z [----] followers, [----] engagements "IKT is developing an imatinib prodrug for PAH. Imatinib originally developed for chronic myeloid leukemia (CML) is clinically validated in PAH by multiple RCTs. Novartis discontinued imatinib due to a safety signal that is no longer relevant (brain bleeds; only occurred in patients on an anticoagulant and nobody takes them anymore) and requests by regulatory bodies for more data when they only had [--] more years of exclusivity. Despite some other tolerability issues I believe imatinib would have ultimately been approvable and that new formulations/derivatives with fresh IP have room to succeed." [X Link](https://x.com/Vulpescap/status/2018746567834874251) 2026-02-03T18:01Z [----] followers, [----] engagements "@A_May_MD @avidresearch @grok $MANE 's deck says "Oral minoxidil is an immediate release product a [---] mg tablet peaks quickly risking cardiac activity" and then they show this slide lol" [X Link](https://x.com/Vulpescap/status/2019156758636253423) 2026-02-04T21:11Z [----] followers, [----] engagements "$MANE CEO has great hair but the rest of the team is balding. PASS Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6 Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6" [X Link](https://x.com/Vulpescap/status/2019160017627123824) 2026-02-04T21:23Z [----] followers, [----] engagements "Who could have predicted Casgevy would struggle commercially $NTLA Vertexs CRISPR treatment for sickle cell disease hits unexpected roadblock A great @Jasonmmast scoop. https://t.co/Q8FBCsbYDJ Vertexs CRISPR treatment for sickle cell disease hits unexpected roadblock A great @Jasonmmast scoop. https://t.co/Q8FBCsbYDJ" [X Link](https://x.com/Vulpescap/status/2020186391817396593) 2026-02-07T17:22Z [----] followers, [----] engagements "$NKTR I really need to start buying in the premarket when I know the story well and the data are great" [X Link](https://x.com/Vulpescap/status/2021272558138458242) 2026-02-10T17:18Z [----] followers, [----] engagements "@JoseRestonVA @PrestonWidmer @A_May_MD San Francisco biotech investors HATE this man" [X Link](https://x.com/Vulpescap/status/2021291892718047660) 2026-02-10T18:35Z [----] followers, [---] engagements "I like $IKT too but this slide (though from a very small study) doesn't inspire confidence that they've fixed the GI issues. Maybe they don't need to Maybe they just need fresh IP. Novartis only had [--] years left on Gleevec after IMPRES and reg bodies were asking for more data. Not sure GI tox was really the limiter. Thoughts https://twitter.com/i/web/status/2011921641966878814 https://twitter.com/i/web/status/2011921641966878814" [X Link](https://x.com/Vulpescap/status/2011921641966878814) 2026-01-15T22:01Z [----] followers, [---] engagements "IMO if there's a dagger in the heart of the $GOSS thesis it's that pbo-crossovers didn't do anything btwn 24-48mo. That said I still think it was way too cheap 1.5yr ago at $0.60 ($150M FD) based on data/upside and had to runup. That's essentially my thesis on $IKT today" [X Link](https://x.com/Vulpescap/status/2019473797024248223) 2026-02-05T18:10Z [----] followers, [----] engagements "$MOH Every 100bp of reduction on medicaid MCR represents $5/sh incremental earnings. Governemnt all but assures reversion to the mean on MCR because per [--] CFR 438.4(b)(9) capitation reates must be set such that $MOH can "reasonably achieve" an 85% MCR. MCR could go up before it goes down but $MOH is priced as if margin compression is stable. Margin compression is structurally unstable in the long-term. [--] CFR 438.4(b)(9): "Capitation rates for MCOs PIHPs and PAHPs must be reviewed and approved by CMS as actuarially sound. To be approved by CMS capitation rates must: [--]. [--]. . [--]. Be developed" [X Link](https://x.com/Vulpescap/status/2019884232177311919) 2026-02-06T21:21Z [----] followers, [----] engagements "@A_May_MD $PEPG was available at half price for a few hours post 15mg/kg data last fall too" [X Link](https://x.com/Vulpescap/status/2021273930820907296) 2026-02-10T17:23Z [----] followers, [----] engagements "@yummyCenturyEgg @evrgn11112231 Agree great value on $MCO hoping it gets even richer. Are you Wrangler on VIC If so pleasure to meet you I am MrStingy https://www.amazon.com/dp/0966446143/bestFormat=true&k=the%20essays%20of%20warren%20buffett&ref_=nb_sb_ss_w_scx-ent-bk-ww_k0_1_20_de&crid=36G7U0XYGKMTI&sprefix=the%20essays%20of%20warren https://www.amazon.com/dp/0966446143/bestFormat=true&k=the%20essays%20of%20warren%20buffett&ref_=nb_sb_ss_w_scx-ent-bk-ww_k0_1_20_de&crid=36G7U0XYGKMTI&sprefix=the%20essays%20of%20warren" [X Link](https://x.com/Vulpescap/status/2022059406327001337) 2026-02-12T21:25Z [----] followers, [---] engagements "Just discovered this. Thank you @plainyogurt and enjoy your coffee @Mykalt45 @plainyogurt21 has built a free tracker https://t.co/Sk4BPvMxXN @Mykalt45 @plainyogurt21 has built a free tracker https://t.co/Sk4BPvMxXN" [X Link](https://x.com/Vulpescap/status/2022368431668945316) 2026-02-13T17:53Z [----] followers, [----] engagements "@MartinShkreli @joinyellowbrick Long $GEO $CXW" [X Link](https://x.com/Vulpescap/status/1988680106584523050) 2025-11-12T18:47Z [----] followers, [---] engagements "$GUTS Nice lil' nugget of data dropped in the 10-Q yesterday. German open-label study continues to mature w [--] patients completing one year of follow up and [--] completing [--] years. Observed durability bodes will for 6-month timepoint OL data (6-mo) EOY RCT data (6-mo) 1Q26" [X Link](https://x.com/anyuser/status/1988941162015527100) 2025-11-13T12:05Z [----] followers, 19.5K engagements "I was about to sell my house in the Boston suburbs to a young couple with good jobs and a bright future but at the last minute an illegal who does roofing when he can find the work submitted a topping bid so I sold it to them instead .@VP: "A lot of young people are saying 'housing is way too expensive.' Why is that Because we flooded the country with [--] million illegal immigrants who are taking houses that ought by right go to American citizens. what we're doing is trying to make it easier to build https://t.co/36ahzuY12G .@VP: "A lot of young people are saying 'housing is way too" [X Link](https://x.com/anyuser/status/1989093292253032750) 2025-11-13T22:09Z [----] followers, [----] engagements "This finding was followed by a small RCT (n=59) in which patients were started on 200mg imatinib and moved to 400mg if they were able to. There was a stat-sig reduction in pulmonary vascular resistance (PVR) compared to placebo. 6MWD the registrational endpoint is noisy and its not surprising that the difference was not stat-sig in this small trial" [X Link](https://x.com/Vulpescap/status/2018747380020154614) 2026-02-03T18:04Z [----] followers, [---] engagements "Finally Novartis ran a large Ph3 trial (IMPRES) and found imatinib to be highly efficacious - more or less as efficacious on the registrational endpoint (6MWD) as Winrevair (Sotatercept) which was acquired by Merck for $11.5B and is currently run-rating $1.5B in its 2nd year of launch. Importantly this result also left room for improvement by a superior molecule - imatinib was far superior to Winrevair in those that could maintain the target 400mg dose. https://twitter.com/i/web/status/2018747537818091761 https://twitter.com/i/web/status/2018747537818091761" [X Link](https://x.com/Vulpescap/status/2018747537818091761) 2026-02-03T18:04Z [----] followers, [---] engagements "KOL commentary seems to corroborate this opinion too: Director of PH program at a US academic center. Follow [---] Group [--] PAH patients. Has participated in 25+ PH trials and is currently in various clinical trial programs: Anticoagulation usage today: In the US Id estimate 10% of my PAH patients are on anticoagulation now; Europe is somewhat more liberal. Historically it was used on a theoretical basis (microthrombi seen in pathology when we had few therapies) but we still dont have convincing mortality data supporting routine anticoagulation so its use has fallen. Imatinib and abandoned TKIs:" [X Link](https://x.com/Vulpescap/status/2018748233837601184) 2026-02-03T18:07Z [----] followers, [---] engagements "AVTE; inhaled imatinib AVTE attempted to solve the GI tox issue by dosing imatinib via inhalation (mostly local to lung) vs. orally (route for prior studies). They hypothesized that most AEs arose from dosing imatinib systemically. AVTE failed completely - the drug didnt improve PVR or 6MWD at any dose and the company is no longer pursuing it. There are two possible explanations for AVTEs failure. One is that imatinib must be dosed systemically because the targets it needs to engage are not lung restricted. This is not well established but there are some smart people that think its true." [X Link](https://x.com/Vulpescap/status/2018748475249144103) 2026-02-03T18:08Z [----] followers, [---] engagements "@hkuppy You should see the guy whos about to run HHS Not defending DEI but isnt nepo kind of the same thing" [X Link](https://x.com/Vulpescap/status/1885159740667216229) 2025-01-31T02:54Z [----] followers, [---] engagements "@hkuppy People on both political extremes look like nutjobs to those in the middle without bias clouding their opinions. Your tweet doesn't make any sense. They look like Americans. Who are they looting How much did they steal C'mon man Where are the cops getting beaten up" [X Link](https://x.com/anyuser/status/1886943810145394836) 2025-02-05T01:03Z [----] followers, [---] engagements "@MarioNawfal I used to work in a biology lab and fantasize about having an extra arm or two to do work. Is the human body the opimal form for modern functions Why are we modeling it Never understood this" [X Link](https://x.com/Vulpescap/status/1903254537579688367) 2025-03-22T01:16Z [----] followers, 14.1K engagements "@PeterRQuinones Source: idk Im trying to get more followers" [X Link](https://x.com/Vulpescap/status/1906038186133831831) 2025-03-29T17:38Z [----] followers, [----] engagements "@topologic_apple @bradloncar" [X Link](https://x.com/Vulpescap/status/1906759886957887887) 2025-03-31T17:25Z [----] followers, [---] engagements "@colossal @aionismus *puts bacterial gene in a tomato for insect resistance* We are calling this a bacterium now" [X Link](https://x.com/anyuser/status/1909353326338093388) 2025-04-07T21:11Z [----] followers, 21K engagements "@SoggySobble @colossal @aionismus Thats not where the species line gets drawn its still just a wolf" [X Link](https://x.com/Vulpescap/status/1909364304425697425) 2025-04-07T21:54Z [----] followers, 12.8K engagements "@colossal I dont know why this annoys me so much but this is such a scam. Its a GMO wolf with [--] altered genes. Dire wolves werent even in the same clade as wolves. Stop scamming people who dont know any better. You didnt make a direwolf" [X Link](https://x.com/anyuser/status/1909653740560564623) 2025-04-08T17:05Z [----] followers, [----] engagements "@Beanthegode @colossal Were closer to chimps. Swap out [--] of your genes for chimp alleles of the same gene. Are you basically a chimp Direwolves are more closely related to jackals. This co used wolves because its more splashy and splash is all they have (its not real)" [X Link](https://x.com/anyuser/status/1909714355354223059) 2025-04-08T21:05Z [----] followers, [---] engagements "@BillAckman @CliffordAsness Dont you think part of the outcome is that our allies feel they cant rely on us for stability/predictability and thus will avoid doing business where possible" [X Link](https://x.com/Vulpescap/status/1910152943841554451) 2025-04-10T02:08Z [----] followers, [----] engagements "@ScottPresler I allege that youre a serial killer (pack your bags👋)" [X Link](https://x.com/Vulpescap/status/1915298299344556344) 2025-04-24T06:54Z [----] followers, [----] engagements "@UmarAshraf Without reading your bio I can almost promise that you sell a trading course" [X Link](https://x.com/Vulpescap/status/1919138326239486083) 2025-05-04T21:13Z [----] followers, [----] engagements "Something nobody especially management teams of biotechs trading net cash ever talk about: Consider your expected value under two scenarios assuming you are a biotech CEO with a POC readout coming up soon (trading way below cash like $ACET or $NKTR): 1) You know that you are trading below cash and can liquidate upon failure for a small but risk-free return. Because you know you won't lose money you mortgage your home and bet 100% of your net worth on the POC trial. If your trial fails you lose a few more years of salary but still make some money. If POC trial hits your net worth goes up by an" [X Link](https://x.com/anyuser/status/1923816314453315746) 2025-05-17T19:02Z [----] followers, [----] engagements "$NKTR was wondering why this dipped below $25" [X Link](https://x.com/Vulpescap/status/1940185718690914662) 2025-07-01T23:08Z [----] followers, [----] engagements "$ORGN long form thesis Overarching theme: This is a massive tech binary and as much as I dislike management I do think the risk reward is favorable. Essentially we have a bunch of charlatans that nobody believes anymore but it now appears that they have something real and valuable to sell and we're getting a great price on the bet. ORGN made a splash in [----] when they went public (SPAC) and said they could make plastic from biomass with good economics. They were lying and were exposed when they built a pilot plant that they can't operate due to how much money it loses (lol). The market" [X Link](https://x.com/anyuser/status/1943694777750257789) 2025-07-11T15:32Z [----] followers, [----] engagements "The matchup we all want to see @MartinShkreli @Pharmdca" [X Link](https://x.com/Vulpescap/status/1950675608129679775) 2025-07-30T21:51Z [----] followers, [----] engagements "$GOSS This might be where I'm converging https://t.co/OrsalKaMtY This might be where I'm converging https://t.co/OrsalKaMtY" [X Link](https://x.com/Vulpescap/status/1951724539563708610) 2025-08-02T19:19Z [----] followers, [----] engagements "@adamfeuerstein Hey Adam Your reporting of recent events at the FDA caused the share price of my favorite biotech ShitCo to go down. Would you mind turning yourself into the SEC please Thx Best Twitter mob" [X Link](https://x.com/Vulpescap/status/1952781396247793719) 2025-08-05T17:19Z [----] followers, [----] engagements "@A_May_MD @EggCapitalWS You can write us all celebratory obefazemod prescriptions and we'll all snort it" [X Link](https://x.com/Vulpescap/status/1958261351551205733) 2025-08-20T20:14Z [----] followers, [----] engagements "@BichonRedux @taobanker So now youre broke again" [X Link](https://x.com/Vulpescap/status/1969413484254224735) 2025-09-20T14:48Z [----] followers, [----] engagements "@seedy19tron @A_May_MD After hours so as not to move the market too wildly" [X Link](https://x.com/Vulpescap/status/1971620887985303869) 2025-09-26T17:00Z [----] followers, [----] engagements "@CloisterRes I dont usually call out copium but. Come on lol" [X Link](https://x.com/Vulpescap/status/1985904508493271129) 2025-11-05T02:58Z [----] followers, [---] engagements "@svix_enjoyoor @zipjet @sleepyjoe179835 @mbamcnulty Link pls" [X Link](https://x.com/Vulpescap/status/1986426059911311418) 2025-11-06T13:30Z [----] followers, [---] engagements "@MartinShkreli @MattNachtrab Matt is the fish at the table that doesnt know hes the fish. but patients improved Tourists learn lessons in biotech all the time but they dont usually cost $70000000 haha" [X Link](https://x.com/anyuser/status/1851847011101823425) 2024-10-31T04:41Z [----] followers, [----] engagements "@MattNachtrab Just funny that out of all the drugs Matt COULD invest in he chooses the one that has: faked preclinical data; faked ph2 data; negative ph2 data; negative ph3 data. Like Matt this is not the only investable drug out there haha" [X Link](https://x.com/anyuser/status/1861063069369004315) 2024-11-25T15:03Z [----] followers, [----] engagements "Matt I think he's asking you to apologize for your nonsense pumping to all the less-well-off people that you convinced to part ways with their money over a drug that anyone with a basic STEM education could tell was worthless. I wouldn't say you preyed on poor people because you didn't actually profit from the scheme but like.why did you do that lol" [X Link](https://x.com/anyuser/status/1866486801835114552) 2024-12-10T14:15Z [----] followers, [----] engagements "Its interesting to me that if you search $TERN on twitter all you get are folks talking about obesity. They have a good shot to be the second allosteric BCR-ABL inhibitor in a large (relative to their EV) and growing (because patients are living longer) CML market. The MOA has clinical/commercial validation (scemblix). Company has some (albeit very early) data pointing to efficacy and (waving hands) some reason to believe they have a shot at BIC. I almost think their EV would be higher if they had nothing to do with obesity. Anyone have other thoughts" [X Link](https://x.com/anyuser/status/1884655002922475754) 2025-01-29T17:29Z [----] followers, 11.5K engagements "I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning 26% annually the whole time. When I hear someone say "Dead Money" I immediately know that they: a) don't have the right temperament for investing or. b) need to write a quarterly letter to their investors and are unable to take advantage of all the other funds not buying due to a catalyst desert. cough cough $IMVT $NAMS $GOSS This week's Biotech Scorecard" [X Link](https://x.com/anyuser/status/1892619678821863428) 2025-02-20T16:57Z [----] followers, [----] engagements "Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but they partnered with Pharma instead disappointing more than a few pods and 3) the public-biotech winter. In this writeup I cover: [--]. Dravet Syndrome a. Overview b. Standard of Care [--]. Zorevunersen a. TANGO b. Preclinical Data c. Clinical Data Ph3 Plans [--]. Biogen Deal [--]. Valuation Prelude: SMID-cap biotech is a catalyst-driven" [X Link](https://x.com/anyuser/status/1900238783427080484) 2025-03-13T17:33Z [----] followers, 11K engagements "@hkuppy In this thread: the arbiters of competency" [X Link](https://x.com/anyuser/status/1901822661728092385) 2025-03-18T02:27Z [----] followers, [---] engagements "@Abdurrahmanhnf @colossal Theyre not. Direwolves arent even in the same clade. Theyre more closely related to jackals" [X Link](https://x.com/anyuser/status/1909655667763560634) 2025-04-08T17:12Z [----] followers, [---] engagements "@colossal @Giodude1580 Its damaging because now that youve sold this fake de-extinction concept powerful people think we dont need to worry about endangered species. We can just bring them back. Thanks" [X Link](https://x.com/anyuser/status/1910897132728361458) 2025-04-12T03:25Z [----] followers, [---] engagements "Should there be a VIC for biotech investors .BIC If enough people actually want that I can make it over the weekend "Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts. "Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts" [X Link](https://x.com/anyuser/status/1932500919410647267) 2025-06-10T18:11Z [----] followers, [----] engagements "@Biohazard3737 I agree the animosity that the [-----] malnourished Palestinian children show Israel is unspeakable. The bravery Israel shows in depriving them of food electricity and healthcare is remarkable and something I try to emulate in my own life every day" [X Link](https://x.com/anyuser/status/1933357133728526366) 2025-06-13T02:53Z [----] followers, [---] engagements "$NKTR Now that we can be confident rezpeg is a real drug and with strong AD data in hand the next catalyst to look forward to is alopecia areata readout. Mechanism biomarker precedent and early IL-2 signals all suggest a solid shot at success. Two key papers below suggest that Tregs are guardians against folliculitis and that IL-2 (and thus rezpeg) can actually increase Tregs where they need to be increased. Summary: Regulatory T cells in skin mediate immune privilege of the hair follicle stem cell niche. Authors put Cre recombinase into mice under the control of Foxp3 promoter (Treg specific" [X Link](https://x.com/anyuser/status/1938265676197859417) 2025-06-26T15:58Z [----] followers, [----] engagements "Top notch analysis on $ABVX here: 1) its a biotech company 2) its in phase [--] already so the potential could be huge /s "You cannot not believe in science" says @tsvetta. She sees $ABVX as an international outperformer and expects $LLY to make a comeback in the weight-loss drug market. George Tsilis highlights example options trades. https://t.co/jdX9aAvZVB "You cannot not believe in science" says @tsvetta. She sees $ABVX as an international outperformer and expects $LLY to make a comeback in the weight-loss drug market. George Tsilis highlights example options trades. https://t.co/jdX9aAvZVB" [X Link](https://x.com/anyuser/status/1942343721946694117) 2025-07-07T22:03Z [----] followers, [----] engagements "$NKTR's small raise looks like a bridge to some sort of deal with a partner but it could also be a bridge to AA data and mainenence AD data where they hope to raise w less dilution. It looks to me like mgmt believes in Rezpeg" [X Link](https://x.com/anyuser/status/1942662364840476994) 2025-07-08T19:09Z [----] followers, [----] engagements "Thank you to whoever sacrificed their dog or cat the $NKTR curse is once again lifted Pray to the twitter gods that @Pharmdca doesnt buy before alopecia data" [X Link](https://x.com/anyuser/status/1946030485475299813) 2025-07-18T02:13Z [----] followers, [----] engagements "I'm not a blind crazy bull but I took a small position in $ATYR. The the fact that in some lineages the catalytic domain of HARS is lost but the WHEP domain is always conserved suggests that there is a real selective pressure (function) on it. HARSWHEP-Fc most definitely binds NRP2 and does something to cells - looks antiinflammatory. The post hoc analysis is post hoc yes. Post hoc "therapeutic" cutoff is based on plasma concentration (not lung tissue) but infiltrating myeloid cells see plasma first. It's not a perfect story but it's so asymmetric that I think it's worth a small position" [X Link](https://x.com/Vulpescap/status/1949835267579248970) 2025-07-28T14:12Z [----] followers, [----] engagements "Looking forward to $AYTR failing and being dunked on by everyone as if I didnt say it probably would fail 😂 The bull argument is messy but I do think the bear arguments Ive heard are rather weak" [X Link](https://x.com/anyuser/status/1950244831516651546) 2025-07-29T17:19Z [----] followers, [----] engagements "$PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate violently on positive data (as they did last spring; low float) which appears reasonably likely. Normally I don't trust management teams of negative EV biotech to preserve value on failure BUT I do not think a slow grind to zero is a likely outcome post-DM1-failure at PEPG. RA Capital led PEPGs series A owns about a third of the company and occupies two board seats. Moreover PEPGs CEO is an ex-RA venture partner. Peter Kolchinsky RAs founding partner is very outspoken" [X Link](https://x.com/anyuser/status/1955700626685337607) 2025-08-13T18:38Z [----] followers, 14.8K engagements "#MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month" [X Link](https://x.com/anyuser/status/1959983286916419828) 2025-08-25T14:16Z [----] followers, [----] engagements "Are there any atopic derm investors looking at $IMA Recently reverse merged into $IKNA. Credible PIPE investors (Deep Track RTW Foresite paid more than double today's price. Approximately zero EV OX40 (yes me-too) (maybe better PK/tox the "dream" mgmt is selling). FIH data all open-label but looks okay and with validated MOA can be pretty sure it works. Still digging. Ph2b data YE26 @anthonystaj @A_May_MD @bingbingbom @plainyogurt21 https://twitter.com/i/web/status/1960020058509582592 https://twitter.com/i/web/status/1960020058509582592" [X Link](https://x.com/Vulpescap/status/1960020058509582592) 2025-08-25T16:42Z [----] followers, [----] engagements "Wild to see $NKTR up 5% premarket on @Pharmdca lifting the curse again Sublime. $NKTR https://t.co/4vrWmhNHaf Sublime. $NKTR https://t.co/4vrWmhNHaf" [X Link](https://x.com/Vulpescap/status/1963925292872773950) 2025-09-05T11:20Z [----] followers, [----] engagements "Is anyone else unable to use this app without repeatedly seeing videos of a motionless man get punched in the head or an innocent woman getting stabbed in the neck and bleeding out @nikitabier it would be so cool if that wasnt the price of using this app" [X Link](https://x.com/anyuser/status/1965547280783839493) 2025-09-09T22:46Z [----] followers, [----] engagements "$STOK "I shorted more because now I know the stock is dead money for at least the next year"👀 I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning 26% annually the whole time. When I I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning" [X Link](https://x.com/anyuser/status/1966497918354968992) 2025-09-12T13:43Z [----] followers, [----] engagements ""Deal not big enough for $VKTX to accept"" [X Link](https://x.com/Vulpescap/status/1972536449485717866) 2025-09-29T05:38Z [----] followers, [----] engagements "How it feels to have made money on the epic $KALA run up If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7 If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7" [X Link](https://x.com/Vulpescap/status/1972644959158456697) 2025-09-29T12:49Z [----] followers, [----] engagements "$NKTR While I 1) am very bullish 2) don't see this as bearish and 3) expect settlement news soon courts are funded to Oct [--] in the shutdown. Why is this being interpreted as anything other than gov-shutdown related It's happening all over this isn't isolated" [X Link](https://x.com/anyuser/status/1978228453255033241) 2025-10-14T22:36Z [----] followers, [----] engagements "Unfollowing @BillAckman will declutter your feed unlike anything else you can possibly do" [X Link](https://x.com/Vulpescap/status/1982565214072832352) 2025-10-26T21:49Z [----] followers, [----] engagements "If I had to bet my life on a single conspiracy theory being true it would be this one LONG $NKTR: now that the shopping Season for $LLY has started - Could this be for $NKTR https://t.co/B2hqbIX6BI LONG $NKTR: now that the shopping Season for $LLY has started - Could this be for $NKTR https://t.co/B2hqbIX6BI" [X Link](https://x.com/anyuser/status/1982860650713100440) 2025-10-27T17:23Z [----] followers, [----] engagements "$LQDA Damn this Yutrepia thing really works huh" [X Link](https://x.com/anyuser/status/1983240511163957249) 2025-10-28T18:32Z [----] followers, [----] engagements "@fakepharmabro Better drug taking share launch going well low relative valuation to UTHR and peak sales" [X Link](https://x.com/anyuser/status/1983252635894313148) 2025-10-28T19:20Z [----] followers, [----] engagements "@GeneInvesting Hav you ever done the math on how much money you have if all your NTLA money went into ABVX pre data once it was clear the trial was going to work" [X Link](https://x.com/anyuser/status/1985023929753178128) 2025-11-02T16:39Z [----] followers, [----] engagements "$NKTR First look asthma data for Rezpeg on Saturday evening" [X Link](https://x.com/anyuser/status/1985417821514244310) 2025-11-03T18:44Z [----] followers, [----] engagements "$NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of atopic dermatitis patients. These compelling data give rezpegaldesleukin a unique position in the competitive landscape as this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development"" [X Link](https://x.com/anyuser/status/1986564005104869457) 2025-11-06T22:39Z [----] followers, [----] engagements "$NKTR "this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development" $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin" [X Link](https://x.com/anyuser/status/1986564266665619803) 2025-11-06T22:40Z [----] followers, [----] engagements "@commonsenseplay When you brag about intraday gains in stocks you don't know anything about for reasons you can't explain it has the opposite effect that you think it has" [X Link](https://x.com/anyuser/status/1988322693620658475) 2025-11-11T19:07Z [----] followers, [---] engagements "@CoinbasedBTC @KiefChief69 @anthonystaj What % short were you yesterday" [X Link](https://x.com/Vulpescap/status/1996321881775919343) 2025-12-03T20:53Z [----] followers, [---] engagements "$GUTS is anyone else surprised that Fractyl Health a gene therapy/GLP1 company with a fun ticker is not a meme-stock" [X Link](https://x.com/Vulpescap/status/1950619292120273270) 2025-07-30T18:07Z [----] followers, [----] engagements "@colossal Can't you just say "we modified [--] genes in a wolf to make it more similar to what a dire wolf would've looked like" That way you don't look like charlatans" [X Link](https://x.com/Vulpescap/status/1909338810640392397) 2025-04-07T20:13Z [----] followers, 11.3K engagements "@colossal @aionismus *puts bacterial gene in a tomato for insect resistance* We are calling this a bacterium now" [X Link](https://x.com/anyuser/status/1909353326338093388) 2025-04-07T21:11Z [----] followers, 21K engagements "On behalf of all $NKTR shareholders this morning I want to thank @Pharmdca for selling his shares before data and lifting the Pharmdca-curse so that we may prosper once again" [X Link](https://x.com/anyuser/status/1937477126770368980) 2025-06-24T11:45Z [----] followers, 15.3K engagements "$SRPT you all were warned @Pharmdca" [X Link](https://x.com/Vulpescap/status/1946265554789990881) 2025-07-18T17:47Z [----] followers, 13.4K engagements "The $ATYR readout is a cant-lose situation insofar as we are guaranteed a look at [--] of [--] patronizing twitter trolls losing a large amount of money. In one corner we have @TCellEngager who has shorted as much as his broker lets him and (unprovoked) insults anyone who says POS is low but nonzero. In the unlikely case of very good data he could lose multiples of his entire portfolio (if not exaggerating about sizing). In the other corner we have @cigs1234 who pretends to be a doctor inflates his performance for clout and insults people with PhDs/MDs for digging too deep into the data/literature." [X Link](https://x.com/anyuser/status/1962522578414707182) 2025-09-01T14:26Z [----] followers, 11.9K engagements "If this guy starts tweeting about my holdings Im liquidating immediately Expect another Grade [--] liver elevation from $NTLA As long as it is transient no Hys Law and clears by itself it is a non-issue imo. However we know how the market likes to punish Intellia for sneezing so it would be foolish to not expect red on that news. Expect another Grade [--] liver elevation from $NTLA As long as it is transient no Hys Law and clears by itself it is a non-issue imo. However we know how the market likes to punish Intellia for sneezing so it would be foolish to not expect red on that news" [X Link](https://x.com/anyuser/status/1982784511449440699) 2025-10-27T12:20Z [----] followers, 10.3K engagements "@seedy19tron @A_May_MD After hours so as not to move the market too wildly" [X Link](https://x.com/Vulpescap/status/1971620887985303869) 2025-09-26T17:00Z [----] followers, [----] engagements "$SRPT @Pharmdca He strides online at markets open Prophecies typed convictions spoken. Science be damned he knows the score The more he posts the less its sure. No insight no data no slide no source Just vibes and trust me no discourse. Each ticker he blesses each one he hypes Each stock he buys the market snipes" [X Link](https://x.com/anyuser/status/1985531965131362469) 2025-11-04T02:18Z [----] followers, [----] engagements "New strat: if a very high profile readout is happening within days and @adamfeuerstein is still posting on it (like $MLTX) then he is not embargoed and that's a very bad sign FAQ on how I handle news embargoes. What is an embargo News in my case usually clinical trial results or some other material non-public information that is offered to me early by a publicly traded company. Why would a company share news with you (a reporter) under FAQ on how I handle news embargoes. What is an embargo News in my case usually clinical trial results or some other material non-public information that is" [X Link](https://x.com/anyuser/status/1972723499891409205) 2025-09-29T18:01Z [----] followers, 10.4K engagements "FAQ on how I handle news embargoes. What is an embargo News in my case usually clinical trial results or some other material non-public information that is offered to me early by a publicly traded company. Why would a company share news with you (a reporter) under embargo It's a mutually beneficial agreement that gives reporters more time to write complete stories on whatever news is being released. The company benefits by having the time to go over the news (data) in detail answer questions and generally fully explain their perspective. How does an embargo work Typically I receive an email" [X Link](https://x.com/anyuser/status/1972295757098013072) 2025-09-28T13:42Z 123.9K followers, 34.3K engagements "@SoggySobble @colossal @aionismus Thats not where the species line gets drawn its still just a wolf" [X Link](https://x.com/Vulpescap/status/1909364304425697425) 2025-04-07T21:54Z [----] followers, 12.8K engagements "$BHVN Humungous insider buying at BHVN (possibly)" [X Link](https://x.com/anyuser/status/1988637835105083793) 2025-11-12T15:59Z [----] followers, [----] engagements "$GUTS Nice lil' nugget of data dropped in the 10-Q yesterday. German open-label study continues to mature w [--] patients completing one year of follow up and [--] completing [--] years. Observed durability bodes will for 6-month timepoint OL data (6-mo) EOY RCT data (6-mo) 1Q26" [X Link](https://x.com/anyuser/status/1988941162015527100) 2025-11-13T12:05Z [----] followers, 19.5K engagements "$GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too many to name I watched from afaryet felt the flame. Then came Fractyl a different way A duodenal tune-up to keep fat at bay. No needles no shots no monthly fright Just a scope and a shimmer of thermal light. Their Revita tool like pruning a vine Burns out the old cells lets new ones align. Born from diabetes a metabolic twist Now moonlights in obesitys mist. See when the GLP-1 journey ends Most gain it backthe curve descends. Seventy percent of the weight returns And" [X Link](https://x.com/anyuser/status/1975668435964043428) 2025-10-07T21:03Z [----] followers, 27.4K engagements "$NKTR was wondering why this dipped below $25" [X Link](https://x.com/Vulpescap/status/1940185718690914662) 2025-07-01T23:08Z [----] followers, [----] engagements "$LQDA Damn this Yutrepia thing really works huh" [X Link](https://x.com/anyuser/status/1983240511163957249) 2025-10-28T18:32Z [----] followers, [----] engagements "$SLNO out here functionally shorting it's own stock at $85 I bought in the high $40's. I'm skeptical of Scorpion's ability to influence public perception long-term. Unmet need. Monopoly for forseeable future. $2.5B for a blockbuster seems attractive" [X Link](https://x.com/anyuser/status/1988395672941588550) 2025-11-11T23:57Z [----] followers, 15.6K engagements "Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but they partnered with Pharma instead disappointing more than a few pods and 3) the public-biotech winter. In this writeup I cover: [--]. Dravet Syndrome a. Overview b. Standard of Care [--]. Zorevunersen a. TANGO b. Preclinical Data c. Clinical Data Ph3 Plans [--]. Biogen Deal [--]. Valuation Prelude: SMID-cap biotech is a catalyst-driven" [X Link](https://x.com/anyuser/status/1900238783427080484) 2025-03-13T17:33Z [----] followers, 11K engagements "$GUTS O Heavenly Father please turn this stock I own into a meme stock. Its got a fun ticker huge TAM story is easy to understand relatable tech works catalyst rich and it should appeal to WSB. 🙏🙏🙌" [X Link](https://x.com/anyuser/status/1971577635990892686) 2025-09-26T14:08Z [----] followers, [----] engagements "$LQDA Pretty awesome quarter. I think the current valuation pretty well values a PAH-only scenario: protecting the downside a lot (in the long term). UTHR is runrating about $2B in inhaled. Probably 45% of that is PAH (it was [----] per earnings call in 4Q23. LQDA is captured about 75% of new patient adds last quarter (UTHR inhaled grew $14.8M vs. LQDA at $45.2M). In some years current % of adds will approximate market share as patient population replaces itself (PAH is not a good condition to have.). Let's just say LQDA get's 60% of $1B PAH inhaled market. 3X sales = current market cap." [X Link](https://x.com/anyuser/status/1985383559834567082) 2025-11-03T16:28Z [----] followers, [----] engagements "@Jtfang23 @SoggySobble @colossal @aionismus I think think if they are 1) wolves and 2) not direwolves then you call them wolves" [X Link](https://x.com/Vulpescap/status/1909390626174488681) 2025-04-07T23:39Z [----] followers, [----] engagements "@BillAckman @CliffordAsness Dont you think part of the outcome is that our allies feel they cant rely on us for stability/predictability and thus will avoid doing business where possible" [X Link](https://x.com/Vulpescap/status/1910152943841554451) 2025-04-10T02:08Z [----] followers, [----] engagements "The matchup we all want to see @MartinShkreli @Pharmdca" [X Link](https://x.com/Vulpescap/status/1950675608129679775) 2025-07-30T21:51Z [----] followers, [----] engagements "The ivermectin junkie who is afraid of mRNA thinks he is a level above the $NTLA guy" [X Link](https://x.com/anyuser/status/1982788398235504739) 2025-10-27T12:36Z [----] followers, [----] engagements "@MattNachtrab Just funny that out of all the drugs Matt COULD invest in he chooses the one that has: faked preclinical data; faked ph2 data; negative ph2 data; negative ph3 data. Like Matt this is not the only investable drug out there haha" [X Link](https://x.com/anyuser/status/1861063069369004315) 2024-11-25T15:03Z [----] followers, [----] engagements "$NKTR While I 1) am very bullish 2) don't see this as bearish and 3) expect settlement news soon courts are funded to Oct [--] in the shutdown. Why is this being interpreted as anything other than gov-shutdown related It's happening all over this isn't isolated" [X Link](https://x.com/anyuser/status/1978228453255033241) 2025-10-14T22:36Z [----] followers, [----] engagements "$NKTR "this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development" $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin" [X Link](https://x.com/anyuser/status/1986564266665619803) 2025-11-06T22:40Z [----] followers, [----] engagements "$NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of atopic dermatitis patients. These compelling data give rezpegaldesleukin a unique position in the competitive landscape as this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development"" [X Link](https://x.com/anyuser/status/1986564005104869457) 2025-11-06T22:39Z [----] followers, [----] engagements ""Deal not big enough for $VKTX to accept"" [X Link](https://x.com/Vulpescap/status/1972536449485717866) 2025-09-29T05:38Z [----] followers, [----] engagements "$NTLA @GeneInvesting Did the shorts get what they deserved" [X Link](https://x.com/anyuser/status/1986553529520082982) 2025-11-06T21:57Z [----] followers, [----] engagements "$NKTR First look asthma data for Rezpeg on Saturday evening" [X Link](https://x.com/anyuser/status/1985417821514244310) 2025-11-03T18:44Z [----] followers, [----] engagements "$GOSS nice run up lately. Reminder that positive TPIP data $INSM added $5.75B of market cap on the day of. On a fully diluted basis that would be $17/share for $GOSS Sharing a sensitivity analysis that predicts Ph3 6MWD delta based on performance in FC II pts. Recall that in Ph2 (which hit on PVR) 6MWD delta was weak (+6.5m) overall but strong (+37m) in FC III pts. FC II delta was an imputed -15.7m. strange because all of the hemodynamic endpoints moved in the same favorable direction in both groups. This time around the proportion of FC III pts is much higher than it was in Ph2 (74% vs." [X Link](https://x.com/anyuser/status/1950896728770777514) 2025-07-31T12:30Z [----] followers, 13.5K engagements "Wild to see $NKTR up 5% premarket on @Pharmdca lifting the curse again Sublime. $NKTR https://t.co/4vrWmhNHaf Sublime. $NKTR https://t.co/4vrWmhNHaf" [X Link](https://x.com/Vulpescap/status/1963925292872773950) 2025-09-05T11:20Z [----] followers, [----] engagements "Sublime. $NKTR" [X Link](https://x.com/anyuser/status/1963634326744019031) 2025-09-04T16:04Z 23.6K followers, 16.3K engagements "$GUTS Going into this readout I was most concerned about: 1) divergence on weight regain relative to SURMOUNT-4 trial due to post surgery recovery/general appetite loss 2) noise and under powering Both of those seem non issues now for the pivotal trial. If you had to choose one thing to get nervous about it would be durability of response but we already have [--] week data from them in an open label weight loss trial (no GLP) and it looks good. So. Im a little surprised its not a lot higher today given the TAM and the appetite for it. The raise was pretty awful but the valuation is still plenty" [X Link](https://x.com/anyuser/status/1971588286708600889) 2025-09-26T14:50Z [----] followers, [----] engagements "@BichonRedux @taobanker So now youre broke again" [X Link](https://x.com/Vulpescap/status/1969413484254224735) 2025-09-20T14:48Z [----] followers, [----] engagements "$NKTR Now that we can be confident rezpeg is a real drug and with strong AD data in hand the next catalyst to look forward to is alopecia areata readout. Mechanism biomarker precedent and early IL-2 signals all suggest a solid shot at success. Two key papers below suggest that Tregs are guardians against folliculitis and that IL-2 (and thus rezpeg) can actually increase Tregs where they need to be increased. Summary: Regulatory T cells in skin mediate immune privilege of the hair follicle stem cell niche. Authors put Cre recombinase into mice under the control of Foxp3 promoter (Treg specific" [X Link](https://x.com/anyuser/status/1938265676197859417) 2025-06-26T15:58Z [----] followers, [----] engagements "$LQDA Adding to @fin_capital 's doc survey putting current pts on Yutrepia at [----] -- I'm not a statistician but I know someone who is (o5-pro) and using a Taylor Linearized Variance Estimator to get a 95% confidence interval it gets 1.6K - 3K. Bottom end waay above sellside" [X Link](https://x.com/anyuser/status/1976718795185213821) 2025-10-10T18:37Z [----] followers, [----] engagements "$WVE Me and the boys [--] months after WVE-007 gets approved" [X Link](https://x.com/anyuser/status/1983603092664066486) 2025-10-29T18:33Z [----] followers, 10.6K engagements "@fakepharmabro Better drug taking share launch going well low relative valuation to UTHR and peak sales" [X Link](https://x.com/anyuser/status/1983252635894313148) 2025-10-28T19:20Z [----] followers, [----] engagements "@Abdurrahmanhnf @colossal Theyre not. Direwolves arent even in the same clade. Theyre more closely related to jackals" [X Link](https://x.com/anyuser/status/1909655667763560634) 2025-04-08T17:12Z [----] followers, [---] engagements "$NKTR's small raise looks like a bridge to some sort of deal with a partner but it could also be a bridge to AA data and mainenence AD data where they hope to raise w less dilution. It looks to me like mgmt believes in Rezpeg" [X Link](https://x.com/anyuser/status/1942662364840476994) 2025-07-08T19:09Z [----] followers, [----] engagements "$ATYR @cigs1234 @anthonystaj @A_May_MD" [X Link](https://x.com/anyuser/status/1955375666763018607) 2025-08-12T21:07Z [----] followers, 20.8K engagements "I'm not a blind crazy bull but I took a small position in $ATYR. The the fact that in some lineages the catalytic domain of HARS is lost but the WHEP domain is always conserved suggests that there is a real selective pressure (function) on it. HARSWHEP-Fc most definitely binds NRP2 and does something to cells - looks antiinflammatory. The post hoc analysis is post hoc yes. Post hoc "therapeutic" cutoff is based on plasma concentration (not lung tissue) but infiltrating myeloid cells see plasma first. It's not a perfect story but it's so asymmetric that I think it's worth a small position" [X Link](https://x.com/Vulpescap/status/1949835267579248970) 2025-07-28T14:12Z [----] followers, [----] engagements "I bought a little $BHVN. Don't care about troriluzole/FDA drama at all at this price. Kv7 is a somewhat validated mechanism in MDD (ezogabine XENE1101 to some extent). XENE's MDD trial arms were relatively small but there were efficacy signals. BHVN is only running two arms so wil have much better power. Caveat being that you can't really compare PD of these drugs (I don't take the EEG data to mean much maybe I'm wrong on that). Other caveat is that MDD trials are hard to run well and easy to screw up. I put this trial at 40%-50%. Data by EOY IgG degrader looks interestning. Deeper and faster" [X Link](https://x.com/anyuser/status/1987931161910538593) 2025-11-10T17:11Z [----] followers, [----] engagements "Seems $PEPG fully diluted share count after that raise is about 75M if Im not mistaken. $500M of market cap = $6.7/sh $1B of market cap = $13.3/sh" [X Link](https://x.com/anyuser/status/1971105353413927209) 2025-09-25T06:51Z [----] followers, [----] engagements "@commonsenseplay When you brag about intraday gains in stocks you don't know anything about for reasons you can't explain it has the opposite effect that you think it has" [X Link](https://x.com/anyuser/status/1988322693620658475) 2025-11-11T19:07Z [----] followers, [---] engagements "Matt I think he's asking you to apologize for your nonsense pumping to all the less-well-off people that you convinced to part ways with their money over a drug that anyone with a basic STEM education could tell was worthless. I wouldn't say you preyed on poor people because you didn't actually profit from the scheme but like.why did you do that lol" [X Link](https://x.com/anyuser/status/1866486801835114552) 2024-12-10T14:15Z [----] followers, [----] engagements "$ORGN long form thesis Overarching theme: This is a massive tech binary and as much as I dislike management I do think the risk reward is favorable. Essentially we have a bunch of charlatans that nobody believes anymore but it now appears that they have something real and valuable to sell and we're getting a great price on the bet. ORGN made a splash in [----] when they went public (SPAC) and said they could make plastic from biomass with good economics. They were lying and were exposed when they built a pilot plant that they can't operate due to how much money it loses (lol). The market" [X Link](https://x.com/anyuser/status/1943694777750257789) 2025-07-11T15:32Z [----] followers, [----] engagements "$ATYR My only position in this is that nobody actually KNOWS what is going to happen. I'll be surprised if PEP hits but there are some folks acting like they cannot possibly be wrong as if is SAVA which it is not (POC trial has not been run yet). If it does hit some of these people (based on what they've said) will be 100% wiped out. This would be satisfying in the same way it was satisfying to watch @MattNachtrab trolling everyone and then predictably losing $70000000 on SAVA. I am not talking about @MartinShkreli and @anthonystaj who I generally agree with on most other setups and who are" [X Link](https://x.com/anyuser/status/1964659928028848411) 2025-09-07T12:00Z [----] followers, 13.4K engagements "$atyr good luck to all. We will know soon. The real story is the friends weve made along the way. @anthonystaj @jeremyj0916 @thumbs_up_bio @MartinShkreli @Vulpescap @TCellEngager" [X Link](https://x.com/anyuser/status/1964360718612103252) 2025-09-06T16:11Z [---] followers, 16.4K engagements "@adamfeuerstein Hey Adam Your reporting of recent events at the FDA caused the share price of my favorite biotech ShitCo to go down. Would you mind turning yourself into the SEC please Thx Best Twitter mob" [X Link](https://x.com/Vulpescap/status/1952781396247793719) 2025-08-05T17:19Z [----] followers, [----] engagements "$PEPG Bought a pretty sizeable chunk for $1 happy I did. BIC 50% splicing correction is great but not surprising. The safety profile looks a little better than I was expecting. Happy to see it. $PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate violently on positive data (as they did last spring; low float) which appears reasonably likely. Normally I don't trust management teams of negative EV $PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate" [X Link](https://x.com/anyuser/status/1970962071027318981) 2025-09-24T21:22Z [----] followers, [----] engagements "$PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate violently on positive data (as they did last spring; low float) which appears reasonably likely. Normally I don't trust management teams of negative EV biotech to preserve value on failure BUT I do not think a slow grind to zero is a likely outcome post-DM1-failure at PEPG. RA Capital led PEPGs series A owns about a third of the company and occupies two board seats. Moreover PEPGs CEO is an ex-RA venture partner. Peter Kolchinsky RAs founding partner is very outspoken" [X Link](https://x.com/anyuser/status/1955700626685337607) 2025-08-13T18:38Z [----] followers, 14.8K engagements "$QURE PROBLEM: FDA does not find a non-controlled n=13 trial to be registrational. SOLUTION: Sell companies with data from large controlled trials that show efficacy in indications with huge unmet needs" [X Link](https://x.com/anyuser/status/1985369998722826478) 2025-11-03T15:34Z [----] followers, [----] engagements "@colossal I dont know why this annoys me so much but this is such a scam. Its a GMO wolf with [--] altered genes. Dire wolves werent even in the same clade as wolves. Stop scamming people who dont know any better. You didnt make a direwolf" [X Link](https://x.com/anyuser/status/1909653740560564623) 2025-04-08T17:05Z [----] followers, [----] engagements "Scorpion Capital if $NTLA ever gets a drug approved $SLNO" [X Link](https://x.com/anyuser/status/1988336575550517274) 2025-11-11T20:02Z [----] followers, [----] engagements "@Biohazard3737 I agree the animosity that the [-----] malnourished Palestinian children show Israel is unspeakable. The bravery Israel shows in depriving them of food electricity and healthcare is remarkable and something I try to emulate in my own life every day" [X Link](https://x.com/anyuser/status/1933357133728526366) 2025-06-13T02:53Z [----] followers, [---] engagements "@colossal @Giodude1580 Its damaging because now that youve sold this fake de-extinction concept powerful people think we dont need to worry about endangered species. We can just bring them back. Thanks" [X Link](https://x.com/anyuser/status/1910897132728361458) 2025-04-12T03:25Z [----] followers, [---] engagements "Should there be a VIC for biotech investors .BIC If enough people actually want that I can make it over the weekend "Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts. "Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts" [X Link](https://x.com/anyuser/status/1932500919410647267) 2025-06-10T18:11Z [----] followers, [----] engagements ""Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts. Biotwitter is kinda like a small cap that been around for a decade.will never die but diluted into a mere fraction of what it used to be [--]. Bots are just out of control [--]. Lot of great posters way down due to compliance and what not [--]. Tape has worn a lot of people down Biotwitter is kinda like a small cap that been around for a decade.will never die but diluted" [X Link](https://x.com/anyuser/status/1932246914537562501) 2025-06-10T01:22Z [----] followers, 14.1K engagements "Looking forward to $AYTR failing and being dunked on by everyone as if I didnt say it probably would fail 😂 The bull argument is messy but I do think the bear arguments Ive heard are rather weak" [X Link](https://x.com/anyuser/status/1950244831516651546) 2025-07-29T17:19Z [----] followers, [----] engagements "$NTLA Revenue up 52% YoY @GeneInvesting" [X Link](https://x.com/anyuser/status/1986554216098263507) 2025-11-06T22:00Z [----] followers, [----] engagements "$NTLA Its FUD I added" [X Link](https://x.com/anyuser/status/1982823008663142729) 2025-10-27T14:53Z [----] followers, [----] engagements "Like $TRAW a lot. CMO is Robert Redford former dir. of CDC. Very cheap even w future dilution Paxlovid sells $5b but 20% of pts are ineligible (DDI). Ratatruvir hits same target but doesnt need ritonavir for PK so no ddi issue. PK in humans looks good and POC data by year end" [X Link](https://x.com/anyuser/status/1975931082160955424) 2025-10-08T14:27Z [----] followers, [----] engagements "I was about to sell my house in the Boston suburbs to a young couple with good jobs and a bright future but at the last minute an illegal who does roofing when he can find the work submitted a topping bid so I sold it to them instead .@VP: "A lot of young people are saying 'housing is way too expensive.' Why is that Because we flooded the country with [--] million illegal immigrants who are taking houses that ought by right go to American citizens. what we're doing is trying to make it easier to build https://t.co/36ahzuY12G .@VP: "A lot of young people are saying 'housing is way too" [X Link](https://x.com/anyuser/status/1989093292253032750) 2025-11-13T22:09Z [----] followers, [----] engagements ".@VP: "A lot of young people are saying 'housing is way too expensive.' Why is that Because we flooded the country with [--] million illegal immigrants who are taking houses that ought by right go to American citizens. what we're doing is trying to make it easier to build houses. we're also getting all of those illegal aliens out of our country."" [X Link](https://x.com/anyuser/status/1989058155779932651) 2025-11-13T19:49Z 1.5M followers, 4.1M engagements "@hkuppy In this thread: the arbiters of competency" [X Link](https://x.com/anyuser/status/1901822661728092385) 2025-03-18T02:27Z [----] followers, [---] engagements "$GUTS Puzzled to see it down this much but I think it's $NTLA contagion. I own .33% of the company and wouldn't mind seeing their gene tx die a quick death so they can allocating capital to it. @harithr @FractylHealth" [X Link](https://x.com/anyuser/status/1982841273888448624) 2025-10-27T16:06Z [----] followers, [----] engagements "Some of us are still expecting data/catalysts before end of year $BHVN $GUTS $NKTR $LQDA $XBI Glad [----] ended up being a banner year for many If you kept your cool managed risk didn't get blown out in April you posted very solid double digits. Maybe even triple If you were overweight some shitco then I guess that's the end of your biotech journey _()_/ $XBI Glad [----] ended up being a banner year for many If you kept your cool managed risk didn't get blown out in April you posted very solid double digits. Maybe even triple If you were overweight some shitco then I guess that's the end of your" [X Link](https://x.com/anyuser/status/1988638392230248613) 2025-11-12T16:01Z [----] followers, 10.1K engagements "$XBI Glad [----] ended up being a banner year for many If you kept your cool managed risk didn't get blown out in April you posted very solid double digits. Maybe even triple If you were overweight some shitco then I guess that's the end of your biotech journey _()_/" [X Link](https://x.com/anyuser/status/1988627122210935221) 2025-11-12T15:17Z 10.4K followers, 10.2K engagements "@topologic_apple @bradloncar" [X Link](https://x.com/Vulpescap/status/1906759886957887887) 2025-03-31T17:25Z [----] followers, [---] engagements "$IMVT oh never mind there is a betaville takeout rumor. Not shocking: 1) [--] jillion Ph3 readouts in next few years 2) Validated target 3) FIC in some indications BIC () in others 4) Huge value disconnect w $ARGX 5) ROIV already owns 60% One of my largest pos'ns (@ $15 avg) Seems $IMVT finally moving on $ARGX numbers. Kind of feels like $IMVT is the last of a dying breed -- quality biotech in the valuation doldrums. Hasn't participated in the rally - prob because of the catalyst desert. Happy to own and accumulate time for lowering the CG tax rate. Seems $IMVT finally moving on $ARGX numbers." [X Link](https://x.com/anyuser/status/1984059534005154136) 2025-10-31T00:47Z [----] followers, [----] engagements "Seems $IMVT finally moving on $ARGX numbers. Kind of feels like $IMVT is the last of a dying breed -- quality biotech in the valuation doldrums. Hasn't participated in the rally - prob because of the catalyst desert. Happy to own and accumulate time for lowering the CG tax rate. $ARGX reported 3Q25 Vyvgart revenues of $1.13bn citing strong growth for both gMG and CIDP franchises $IMVT #Biotechs $ARGX reported 3Q25 Vyvgart revenues of $1.13bn citing strong growth for both gMG and CIDP franchises $IMVT #Biotechs" [X Link](https://x.com/anyuser/status/1983940246086492199) 2025-10-30T16:53Z [----] followers, 10.8K engagements "Thank you to whoever sacrificed their dog or cat the $NKTR curse is once again lifted Pray to the twitter gods that @Pharmdca doesnt buy before alopecia data" [X Link](https://x.com/anyuser/status/1946030485475299813) 2025-07-18T02:13Z [----] followers, [----] engagements "@MarioNawfal I used to work in a biology lab and fantasize about having an extra arm or two to do work. Is the human body the opimal form for modern functions Why are we modeling it Never understood this" [X Link](https://x.com/Vulpescap/status/1903254537579688367) 2025-03-22T01:16Z [----] followers, 14.1K engagements "Congrats to whoever bought these $SANA $2.5 strike calls for $0.06. If price holds they will make 63X" [X Link](https://x.com/Vulpescap/status/1876766860768629119) 2025-01-07T23:04Z [----] followers, [----] engagements "@Beanthegode @colossal Were closer to chimps. Swap out [--] of your genes for chimp alleles of the same gene. Are you basically a chimp Direwolves are more closely related to jackals. This co used wolves because its more splashy and splash is all they have (its not real)" [X Link](https://x.com/anyuser/status/1909714355354223059) 2025-04-08T21:05Z [----] followers, [---] engagements "$GOSS Me too. Merck paid $11.5B for Acceleron and Winrevair (already run-rating $1B) was most of it. That was with Ph2 data. MC here is around $500M. GOSS has a good PoS in Ph3 would not compete with Winrevair (which btw only works for 1/3 pts) bc it has a different MOA @Vulpescap I'm getting a similar feeling to $ABVX on this one: it's high upside if it reads out extremely positive and likely to hit statistical significance. Phase [--] late stage readout with [--] as the downside. @Vulpescap I'm getting a similar feeling to $ABVX on this one: it's high upside if it reads out extremely positive and" [X Link](https://x.com/anyuser/status/1952769153724567773) 2025-08-05T16:30Z [----] followers, [----] engagements "@Vulpescap I'm getting a similar feeling to $ABVX on this one: it's high upside if it reads out extremely positive and likely to hit statistical significance. Phase [--] late stage readout with [--] as the downside" [X Link](https://x.com/anyuser/status/1952708906536353794) 2025-08-05T12:30Z [----] followers, 11.7K engagements "@ScottPresler I allege that youre a serial killer (pack your bags👋)" [X Link](https://x.com/Vulpescap/status/1915298299344556344) 2025-04-24T06:54Z [----] followers, [----] engagements "@UmarAshraf Without reading your bio I can almost promise that you sell a trading course" [X Link](https://x.com/Vulpescap/status/1919138326239486083) 2025-05-04T21:13Z [----] followers, [----] engagements "@A_May_MD @EggCapitalWS You can write us all celebratory obefazemod prescriptions and we'll all snort it" [X Link](https://x.com/Vulpescap/status/1958261351551205733) 2025-08-20T20:14Z [----] followers, [----] engagements "@PeterRQuinones Source: idk Im trying to get more followers" [X Link](https://x.com/Vulpescap/status/1906038186133831831) 2025-03-29T17:38Z [----] followers, [----] engagements "@hkuppy You should see the guy whos about to run HHS Not defending DEI but isnt nepo kind of the same thing" [X Link](https://x.com/Vulpescap/status/1885159740667216229) 2025-01-31T02:54Z [----] followers, [---] engagements "Is anyone else unable to use this app without repeatedly seeing videos of a motionless man get punched in the head or an innocent woman getting stabbed in the neck and bleeding out @nikitabier it would be so cool if that wasnt the price of using this app" [X Link](https://x.com/anyuser/status/1965547280783839493) 2025-09-09T22:46Z [----] followers, [----] engagements "$STOK "I shorted more because now I know the stock is dead money for at least the next year"👀 I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning 26% annually the whole time. When I I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning" [X Link](https://x.com/anyuser/status/1966497918354968992) 2025-09-12T13:43Z [----] followers, [----] engagements "I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning 26% annually the whole time. When I hear someone say "Dead Money" I immediately know that they: a) don't have the right temperament for investing or. b) need to write a quarterly letter to their investors and are unable to take advantage of all the other funds not buying due to a catalyst desert. cough cough $IMVT $NAMS $GOSS This week's Biotech Scorecard" [X Link](https://x.com/anyuser/status/1892619678821863428) 2025-02-20T16:57Z [----] followers, [----] engagements "$STOK Well that's up a lot. Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but https://t.co/tBOncO9L3A Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but" [X Link](https://x.com/anyuser/status/1964600713054687600) 2025-09-07T08:04Z [----] followers, [----] engagements "How it feels to have made money on the epic $KALA run up If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7 If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7" [X Link](https://x.com/Vulpescap/status/1972644959158456697) 2025-09-29T12:49Z [----] followers, [----] engagements "If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats" [X Link](https://x.com/anyuser/status/1972634581435039824) 2025-09-29T12:08Z 12K followers, 26.8K engagements "Something I have not seen sell side mention regarding $IFRX in CSU is the fact that innate bio achieved 100% receptor occupancy with their anti-C5aR-mAb and never published results from their prematurely ended Ph2 in CSU in the early 2020's (dosed 450mg weekly)" [X Link](https://x.com/anyuser/status/1979278801503948920) 2025-10-17T20:10Z [----] followers, [----] engagements "@MartinShkreli @MattNachtrab Matt is the fish at the table that doesnt know hes the fish. but patients improved Tourists learn lessons in biotech all the time but they dont usually cost $70000000 haha" [X Link](https://x.com/anyuser/status/1851847011101823425) 2024-10-31T04:41Z [----] followers, [----] engagements "$GUTS This data looks a lot better than what I was expecting #MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month #MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month" [X Link](https://x.com/anyuser/status/1971564743380074834) 2025-09-26T13:17Z [----] followers, [----] engagements "#MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month" [X Link](https://x.com/anyuser/status/1959983286916419828) 2025-08-25T14:16Z [----] followers, [----] engagements "@GeneInvesting Hav you ever done the math on how much money you have if all your NTLA money went into ABVX pre data once it was clear the trial was going to work" [X Link](https://x.com/anyuser/status/1985023929753178128) 2025-11-02T16:39Z [----] followers, [----] engagements "$GUTS Hindsight is 20:20 but in retrospect I wish I'd have bought more on this data in August. I was concerned that sham could have caused a delta in three months but in retrospect if that were true then one of the largest unmet needs in obesity (post-GLP1 weight maintenence) could be solved with a routine endoscopy and a week of soft foods. I was also concerned about noise SD and the probability of statsig even if the effect were real. These error bars on n = [--] should have given me comfort. Glad I bought some at $1 and in retrospect buying at $1.15 with awesome 3-month randomized data in" [X Link](https://x.com/anyuser/status/1973089792226173035) 2025-09-30T18:17Z [----] followers, [----] engagements "$ALDX PDUFA date is tomorrow. A year ago this was about as close to "easy money" as you can get in biotech. Re-posting write up below: APRIL [--] [----] Aldeyra (ALDX) Luckily for those of us who missed the run-up in ALDX shares as they developed reproxalap for dry eye disease (DED) a management misstep that resulted in the FDAs issuance of a CRL last fall gives us another chance. Though shares have come back a fair bit the situation has recently been de-risked and the valuation remains compelling. Two weeks ago management outlined a simple and straightforward plan to right the ship. In the days" [X Link](https://x.com/anyuser/status/1907083878034014452) 2025-04-01T14:53Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Vulpescap Vulpes Bio
Vulpes Bio posts on X about in the, $nktr, if you, $goss the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +6.60%
- [--] Month [-------] +1,357%
- [--] Months [---------] +1,848%
- [--] Year [---------] +13,358%
Mentions: [--] #
- [--] Week [--] -2.90%
- [--] Month [--] no change
- [--] Months [---] +116%
- [--] Year [---] +928%
Followers: [-------] #
- [--] Week [-----] +1.20%
- [--] Month [-----] +14%
- [--] Months [-----] +147%
- [--] Year [-----] +586%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 25.35% finance 13.36% social networks 4.15% technology brands 4.15% countries 0.92% currencies 0.46%
Social topic influence in the 16.59%, $nktr 11.98%, if you 6.45%, $goss 5.99%, money 5.99%, $guts 5.53%, $ikt #1, $ntla 3.69%, $stok 3.23%, twitter 3.23%
Top accounts mentioned or mentioned by @colossal @pharmdca @amaymd @martinshkreli @hkuppy @aionismus @adamfeuerstein @mattnachtrab @anthonystaj @seedy19tron @billackman @geneinvesting @vulpescap @joinyellowbrick @vp @soggysobble @biohazard3737 @tsvetta @tcellengager @cigs1234
Top assets mentioned Fractyl Health, Inc. (GUTS) Inhibikase Therapeutics, Inc. (IKT) Intellia Therapeutics, Inc (NTLA) PepGen Inc. (PEPG) Eli Lilly and Company (LLY) Abivax SA (ABVX) Liquidia Corporation Common Stock (LQDA) Novartis AG (NVS) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Sarepta Therapeutics, Inc. (SRPT) IO Biotech, Inc. (IOBT) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Ikena Oncology, Inc. (IKNA) Insmed, Inc. (INSM) Terns Pharmaceuticals, Inc. (TERN) Viking Therapeutics, Inc (VKTX) Soleno Therapeutics, Inc. Common Stock (SLNO) Wave Life Sciences Ltd. Ordinary Shares (WVE) Immunovant, Inc. Common Stock (IMVT)
Top Social Posts
Top posts by engagements in the last [--] hours
"$SRPT you all were warned @Pharmdca"
X Link 2025-07-18T17:47Z [----] followers, 13.4K engagements
"$IMA $IKNA Its like Xzibit was advising on the reverse merger and he heard we like busted biotechs so he put a busted biotech in our busted biotech"
X Link 2025-09-04T14:39Z [----] followers, [----] engagements
"@joinyellowbrick @A_May_MD @Atrium_Research @IggyOnInvesting Woot woot I am MrStingy $pepg"
X Link 2026-01-03T21:41Z [----] followers, [---] engagements
"Could you argue that $IKT will get a PoC penalty (fair or not) on a $GOSS fail @hbossnia If $GOSS fails $IKT will go up. Obviously some take a bet here. @hbossnia If $GOSS fails $IKT will go up. Obviously some take a bet here"
X Link 2026-01-05T17:08Z [----] followers, [----] engagements
"$GOSS took the data-risk free 3x profit. Risk adj IRR goes down when the run up goes up. Do like $IKT though (and they own 100% of their drug) $GOSS poor price action since the lean negative take. Still think we could see results in next 2-3 weeks. $GOSS poor price action since the lean negative take. Still think we could see results in next 2-3 weeks"
X Link 2026-01-06T16:52Z [----] followers, [----] engagements
"Do you have thoughts on $IKT FWIW I think a large part of imatinib not moving forward was IP life-related. subdural hematomas happen in pts on anticoagulants and that's no longer in the guidelines (though they nay be on one for other reasons). If inhalation truly doesn't work here $IKT should benefit (and they own 100% of the drug) https://twitter.com/i/web/status/2008594999156285567 https://twitter.com/i/web/status/2008594999156285567"
X Link 2026-01-06T17:42Z [----] followers, [----] engagements
"People who are long $IKT: does this slide bother you Stated purpose of the prodrug is to reduce GI tox yet it didn't do that in the bioequivalence study. Maybe I'm missing something Yes this was a small BE study. Yes this was 600mg while Ph3 dose is 500mg (500mg data not shown). Still though. Can you argue that you don't really need to reduce GI tox at all Do you just need an imatinib with a longer IP life and PAH on-label IMPRES AEs looked way worse than CML AEs at similar doses maybe that was just a fluke Maybe not though PAH patients are a different pop and can be sicker. I like IKT but"
X Link 2026-01-12T22:56Z [----] followers, [----] engagements
"$GUTS Didn't orfo have a similar GI tox/discontinuation due to AE rate as the injectables Fair to say that the maintenance therapy of choice for someone discontinuing an injectable due to GI tox is not orfo Perhaps if you do fine on sema/tirz but want to stop orfo will work fine for you but that's not really GOSS' lunch IMO. Am I wrong about that $GUTS - data on weight maintenance in Q1 - plan to file. It's an endoscopy procedure duodenal ablation. ALl the prior data is great weight maintenance out to [--] months in open label and [--] month controlled data great. BUT seeing orfoglipron data and a"
X Link 2026-01-13T22:15Z [----] followers, [----] engagements
"A point to be made on $IKT - the impressive IMPRES 6MWD result below was observed with only 43% of patients maintaining target 400mg dose. ** Patients who did maintain 400mg for 50% of the study had a 45m improvement - better than Winrevair. If IKT's prodrug truly helps more patients maintain target dose 6MWD could look very very good. If it simply looks as good as oral Imatinib on target dose achievement and 6MWD.well.at least they've got more than the [--] years of IP life that Novartis had on Gleevec post IMPRES🤷 ** "Efficacy was assessed in all randomized patients who received at least 1"
X Link 2026-01-15T22:43Z [----] followers, [----] engagements
"The best thing about the $GUTS call this AM was the smooth jazz in the waiting room. They know it too which is why they didn't put the figure in their "positive" PR. Probably why they've been pumping their garbage geneTx in the media the last few days. Still think that was a fat pitch we were offered based on all existing DMR data and no problem with having swung at it. Still clear DMR does something but I'm out. Lucky to have a pretty low basis on this. Can't win em all. In retrospect the population used for the open-label trial would've been a better way to go (as opposed to the short GLP-1"
X Link 2026-01-29T14:39Z [----] followers, [----] engagements
"@seedy19tron @FWCStocks same thats why i went long $ikt"
X Link 2026-01-30T20:02Z [----] followers, [---] engagements
"@keisan_15 @seedy19tron @FWCStocks Novartis did when they submitted imatinib for PAH before withdrawing due to subdural hematomas which are no longer an issue. Also KOLs say it's manageable"
X Link 2026-01-30T20:13Z [----] followers, [---] engagements
"Imatinib never advanced beyond Ph3 however for a few reasons: [--]. Subdural hematomas (brain bleeds) These are a big deal if you have one. There were [--] SHs (2%) observed in the Imatinib arm and then [--] more in the open-label-extension. This would normally be an MOA killer but its not in this case. SHs only occur in patients who are also on an anticoagulant. Anticoagulants have historically been used in PAH patients by superstitious doctors but the practice is not evidence-based and not in the current guidelines. It is now quite rare and not an issue. Moreover patients who are on them for other"
X Link 2026-02-03T18:05Z [----] followers, [---] engagements
"Several companies have aimed to build a commercially successful molecule on the back of Imatinib proof of concept in PAH (with fresh IP-life). Imatinib-derivatives ( $AVTE $IKT) or -like molecules ( $GOSS) are not subject to issues [--] (for reasons explained above) or [--] Thus they aim to solve issue [--] (GI tox) in order to advance a commercially competitive remodeling drug to the market. Before describing approaches I insert the opinion that solving GI tox is not a prerequisite for success. It would be nice only 43% of patients in the IMPRES trial were able to reach and maintain the target 400mg"
X Link 2026-02-03T18:06Z [----] followers, [----] engagements
"Catalyst desert Theres a huge catalyst desert here with the exception of the $GOSS readout. As I wrote in my $STOK writeup a while back I believe catalyst deserts can be the source of great bargains in biotech. The smartest people tend to work at biotech-specialist funds and funds need to worry about quarterly returns and thus need near-term catalysts. Not much of anything is going to be happening here for a few years. The interim safety readout 1-1.5 years from now might tell us something about GI tox. The interim PVR readout [---] years from now will confirm that the drug has pharmacodynamic"
X Link 2026-02-03T18:12Z [----] followers, [----] engagements
"Valuation Comps tell us that this is worth more than $500M fully diluted as does bottom up modeling. To repeat what I wrote in the summary: when $INSM reported positive PAH Ph2b data in summer [----] its market cap increased by $5.7B (ILD data didn't even look good). At one point pre-Ph3 data $GOSS traded around $1B FD implying a $2B valuation on their drug seralutinib (they own 50% economics on it). IKT trades at around $500M fully diluted arguably has a higher PoS than $GOSS does at the same stage (Ph3). Theyre a few years behind $GOSS but discounting back a few years does not account for the"
X Link 2026-02-03T18:12Z [----] followers, [----] engagements
"TPUSA alternative Super Bowl Halftime Show is gonna be so lit. Headliner below"
X Link 2026-02-04T00:46Z [----] followers, [----] engagements
""Young ladies young ladies I like 'em underage see Some say that's statutory (But I say it's mandatory)" - Kid Rock The comedy writes itself Fantastic lineup for the TPUSA halftime show including the great Bob Ritchie AKA KID ROCK https://t.co/ZXvvlIBtkE Fantastic lineup for the TPUSA halftime show including the great Bob Ritchie AKA KID ROCK https://t.co/ZXvvlIBtkE"
X Link 2026-02-04T21:54Z [----] followers, [----] engagements
"@kaitalkscanucks Gavin McKenna will be happy to know you have time for him"
X Link 2026-02-05T20:06Z [----] followers, [---] engagements
"@richtrades100 unknowable. $IKT would argue that you need systemic dosing and that is likely true but we don't/won't know for sure"
X Link 2026-02-06T21:27Z [----] followers, [---] engagements
"$TTWO With all that's happened lately to make software devs 50x faster/more productive it makes you wonder what is happening over at Rockstar. This what I'm picturing"
X Link 2026-02-06T21:50Z [----] followers, [---] engagements
"As an independent voter who leans slightly right I feel Ive been given the following two choices: 1) the party that executes US citizens for political theater and the lies about what is clear on video 2) the party that doesnt do that"
X Link 2026-01-25T03:09Z [----] followers, 756.1K engagements
"I dont do #biosquidgames (blocked by @pawcio2009 for replying to his MAGA posts with photos of Trump+Epstein) but if I did my pick would be $IKT. Imatinib works in PAH; $AVTE s failure leaves IKT (oral prodrug) as the only viable path. Too cheap to ignore. Elaboration below"
X Link 2026-02-03T18:00Z [----] followers, [----] engagements
"IKT is developing an imatinib prodrug for PAH. Imatinib originally developed for chronic myeloid leukemia (CML) is clinically validated in PAH by multiple RCTs. Novartis discontinued imatinib due to a safety signal that is no longer relevant (brain bleeds; only occurred in patients on an anticoagulant and nobody takes them anymore) and requests by regulatory bodies for more data when they only had [--] more years of exclusivity. Despite some other tolerability issues I believe imatinib would have ultimately been approvable and that new formulations/derivatives with fresh IP have room to succeed."
X Link 2026-02-03T18:01Z [----] followers, [----] engagements
"@A_May_MD @avidresearch @grok $MANE 's deck says "Oral minoxidil is an immediate release product a [---] mg tablet peaks quickly risking cardiac activity" and then they show this slide lol"
X Link 2026-02-04T21:11Z [----] followers, [----] engagements
"$MANE CEO has great hair but the rest of the team is balding. PASS Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6 Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6"
X Link 2026-02-04T21:23Z [----] followers, [----] engagements
"Who could have predicted Casgevy would struggle commercially $NTLA Vertexs CRISPR treatment for sickle cell disease hits unexpected roadblock A great @Jasonmmast scoop. https://t.co/Q8FBCsbYDJ Vertexs CRISPR treatment for sickle cell disease hits unexpected roadblock A great @Jasonmmast scoop. https://t.co/Q8FBCsbYDJ"
X Link 2026-02-07T17:22Z [----] followers, [----] engagements
"$NKTR I really need to start buying in the premarket when I know the story well and the data are great"
X Link 2026-02-10T17:18Z [----] followers, [----] engagements
"@JoseRestonVA @PrestonWidmer @A_May_MD San Francisco biotech investors HATE this man"
X Link 2026-02-10T18:35Z [----] followers, [---] engagements
"I like $IKT too but this slide (though from a very small study) doesn't inspire confidence that they've fixed the GI issues. Maybe they don't need to Maybe they just need fresh IP. Novartis only had [--] years left on Gleevec after IMPRES and reg bodies were asking for more data. Not sure GI tox was really the limiter. Thoughts https://twitter.com/i/web/status/2011921641966878814 https://twitter.com/i/web/status/2011921641966878814"
X Link 2026-01-15T22:01Z [----] followers, [---] engagements
"IMO if there's a dagger in the heart of the $GOSS thesis it's that pbo-crossovers didn't do anything btwn 24-48mo. That said I still think it was way too cheap 1.5yr ago at $0.60 ($150M FD) based on data/upside and had to runup. That's essentially my thesis on $IKT today"
X Link 2026-02-05T18:10Z [----] followers, [----] engagements
"$MOH Every 100bp of reduction on medicaid MCR represents $5/sh incremental earnings. Governemnt all but assures reversion to the mean on MCR because per [--] CFR 438.4(b)(9) capitation reates must be set such that $MOH can "reasonably achieve" an 85% MCR. MCR could go up before it goes down but $MOH is priced as if margin compression is stable. Margin compression is structurally unstable in the long-term. [--] CFR 438.4(b)(9): "Capitation rates for MCOs PIHPs and PAHPs must be reviewed and approved by CMS as actuarially sound. To be approved by CMS capitation rates must: [--]. [--]. . [--]. Be developed"
X Link 2026-02-06T21:21Z [----] followers, [----] engagements
"@A_May_MD $PEPG was available at half price for a few hours post 15mg/kg data last fall too"
X Link 2026-02-10T17:23Z [----] followers, [----] engagements
"@yummyCenturyEgg @evrgn11112231 Agree great value on $MCO hoping it gets even richer. Are you Wrangler on VIC If so pleasure to meet you I am MrStingy https://www.amazon.com/dp/0966446143/bestFormat=true&k=the%20essays%20of%20warren%20buffett&ref_=nb_sb_ss_w_scx-ent-bk-ww_k0_1_20_de&crid=36G7U0XYGKMTI&sprefix=the%20essays%20of%20warren https://www.amazon.com/dp/0966446143/bestFormat=true&k=the%20essays%20of%20warren%20buffett&ref_=nb_sb_ss_w_scx-ent-bk-ww_k0_1_20_de&crid=36G7U0XYGKMTI&sprefix=the%20essays%20of%20warren"
X Link 2026-02-12T21:25Z [----] followers, [---] engagements
"Just discovered this. Thank you @plainyogurt and enjoy your coffee @Mykalt45 @plainyogurt21 has built a free tracker https://t.co/Sk4BPvMxXN @Mykalt45 @plainyogurt21 has built a free tracker https://t.co/Sk4BPvMxXN"
X Link 2026-02-13T17:53Z [----] followers, [----] engagements
"@MartinShkreli @joinyellowbrick Long $GEO $CXW"
X Link 2025-11-12T18:47Z [----] followers, [---] engagements
"$GUTS Nice lil' nugget of data dropped in the 10-Q yesterday. German open-label study continues to mature w [--] patients completing one year of follow up and [--] completing [--] years. Observed durability bodes will for 6-month timepoint OL data (6-mo) EOY RCT data (6-mo) 1Q26"
X Link 2025-11-13T12:05Z [----] followers, 19.5K engagements
"I was about to sell my house in the Boston suburbs to a young couple with good jobs and a bright future but at the last minute an illegal who does roofing when he can find the work submitted a topping bid so I sold it to them instead .@VP: "A lot of young people are saying 'housing is way too expensive.' Why is that Because we flooded the country with [--] million illegal immigrants who are taking houses that ought by right go to American citizens. what we're doing is trying to make it easier to build https://t.co/36ahzuY12G .@VP: "A lot of young people are saying 'housing is way too"
X Link 2025-11-13T22:09Z [----] followers, [----] engagements
"This finding was followed by a small RCT (n=59) in which patients were started on 200mg imatinib and moved to 400mg if they were able to. There was a stat-sig reduction in pulmonary vascular resistance (PVR) compared to placebo. 6MWD the registrational endpoint is noisy and its not surprising that the difference was not stat-sig in this small trial"
X Link 2026-02-03T18:04Z [----] followers, [---] engagements
"Finally Novartis ran a large Ph3 trial (IMPRES) and found imatinib to be highly efficacious - more or less as efficacious on the registrational endpoint (6MWD) as Winrevair (Sotatercept) which was acquired by Merck for $11.5B and is currently run-rating $1.5B in its 2nd year of launch. Importantly this result also left room for improvement by a superior molecule - imatinib was far superior to Winrevair in those that could maintain the target 400mg dose. https://twitter.com/i/web/status/2018747537818091761 https://twitter.com/i/web/status/2018747537818091761"
X Link 2026-02-03T18:04Z [----] followers, [---] engagements
"KOL commentary seems to corroborate this opinion too: Director of PH program at a US academic center. Follow [---] Group [--] PAH patients. Has participated in 25+ PH trials and is currently in various clinical trial programs: Anticoagulation usage today: In the US Id estimate 10% of my PAH patients are on anticoagulation now; Europe is somewhat more liberal. Historically it was used on a theoretical basis (microthrombi seen in pathology when we had few therapies) but we still dont have convincing mortality data supporting routine anticoagulation so its use has fallen. Imatinib and abandoned TKIs:"
X Link 2026-02-03T18:07Z [----] followers, [---] engagements
"AVTE; inhaled imatinib AVTE attempted to solve the GI tox issue by dosing imatinib via inhalation (mostly local to lung) vs. orally (route for prior studies). They hypothesized that most AEs arose from dosing imatinib systemically. AVTE failed completely - the drug didnt improve PVR or 6MWD at any dose and the company is no longer pursuing it. There are two possible explanations for AVTEs failure. One is that imatinib must be dosed systemically because the targets it needs to engage are not lung restricted. This is not well established but there are some smart people that think its true."
X Link 2026-02-03T18:08Z [----] followers, [---] engagements
"@hkuppy You should see the guy whos about to run HHS Not defending DEI but isnt nepo kind of the same thing"
X Link 2025-01-31T02:54Z [----] followers, [---] engagements
"@hkuppy People on both political extremes look like nutjobs to those in the middle without bias clouding their opinions. Your tweet doesn't make any sense. They look like Americans. Who are they looting How much did they steal C'mon man Where are the cops getting beaten up"
X Link 2025-02-05T01:03Z [----] followers, [---] engagements
"@MarioNawfal I used to work in a biology lab and fantasize about having an extra arm or two to do work. Is the human body the opimal form for modern functions Why are we modeling it Never understood this"
X Link 2025-03-22T01:16Z [----] followers, 14.1K engagements
"@PeterRQuinones Source: idk Im trying to get more followers"
X Link 2025-03-29T17:38Z [----] followers, [----] engagements
"@topologic_apple @bradloncar"
X Link 2025-03-31T17:25Z [----] followers, [---] engagements
"@colossal @aionismus puts bacterial gene in a tomato for insect resistance We are calling this a bacterium now"
X Link 2025-04-07T21:11Z [----] followers, 21K engagements
"@SoggySobble @colossal @aionismus Thats not where the species line gets drawn its still just a wolf"
X Link 2025-04-07T21:54Z [----] followers, 12.8K engagements
"@colossal I dont know why this annoys me so much but this is such a scam. Its a GMO wolf with [--] altered genes. Dire wolves werent even in the same clade as wolves. Stop scamming people who dont know any better. You didnt make a direwolf"
X Link 2025-04-08T17:05Z [----] followers, [----] engagements
"@Beanthegode @colossal Were closer to chimps. Swap out [--] of your genes for chimp alleles of the same gene. Are you basically a chimp Direwolves are more closely related to jackals. This co used wolves because its more splashy and splash is all they have (its not real)"
X Link 2025-04-08T21:05Z [----] followers, [---] engagements
"@BillAckman @CliffordAsness Dont you think part of the outcome is that our allies feel they cant rely on us for stability/predictability and thus will avoid doing business where possible"
X Link 2025-04-10T02:08Z [----] followers, [----] engagements
"@ScottPresler I allege that youre a serial killer (pack your bags👋)"
X Link 2025-04-24T06:54Z [----] followers, [----] engagements
"@UmarAshraf Without reading your bio I can almost promise that you sell a trading course"
X Link 2025-05-04T21:13Z [----] followers, [----] engagements
"Something nobody especially management teams of biotechs trading net cash ever talk about: Consider your expected value under two scenarios assuming you are a biotech CEO with a POC readout coming up soon (trading way below cash like $ACET or $NKTR): 1) You know that you are trading below cash and can liquidate upon failure for a small but risk-free return. Because you know you won't lose money you mortgage your home and bet 100% of your net worth on the POC trial. If your trial fails you lose a few more years of salary but still make some money. If POC trial hits your net worth goes up by an"
X Link 2025-05-17T19:02Z [----] followers, [----] engagements
"$NKTR was wondering why this dipped below $25"
X Link 2025-07-01T23:08Z [----] followers, [----] engagements
"$ORGN long form thesis Overarching theme: This is a massive tech binary and as much as I dislike management I do think the risk reward is favorable. Essentially we have a bunch of charlatans that nobody believes anymore but it now appears that they have something real and valuable to sell and we're getting a great price on the bet. ORGN made a splash in [----] when they went public (SPAC) and said they could make plastic from biomass with good economics. They were lying and were exposed when they built a pilot plant that they can't operate due to how much money it loses (lol). The market"
X Link 2025-07-11T15:32Z [----] followers, [----] engagements
"The matchup we all want to see @MartinShkreli @Pharmdca"
X Link 2025-07-30T21:51Z [----] followers, [----] engagements
"$GOSS This might be where I'm converging https://t.co/OrsalKaMtY This might be where I'm converging https://t.co/OrsalKaMtY"
X Link 2025-08-02T19:19Z [----] followers, [----] engagements
"@adamfeuerstein Hey Adam Your reporting of recent events at the FDA caused the share price of my favorite biotech ShitCo to go down. Would you mind turning yourself into the SEC please Thx Best Twitter mob"
X Link 2025-08-05T17:19Z [----] followers, [----] engagements
"@A_May_MD @EggCapitalWS You can write us all celebratory obefazemod prescriptions and we'll all snort it"
X Link 2025-08-20T20:14Z [----] followers, [----] engagements
"@BichonRedux @taobanker So now youre broke again"
X Link 2025-09-20T14:48Z [----] followers, [----] engagements
"@seedy19tron @A_May_MD After hours so as not to move the market too wildly"
X Link 2025-09-26T17:00Z [----] followers, [----] engagements
"@CloisterRes I dont usually call out copium but. Come on lol"
X Link 2025-11-05T02:58Z [----] followers, [---] engagements
"@svix_enjoyoor @zipjet @sleepyjoe179835 @mbamcnulty Link pls"
X Link 2025-11-06T13:30Z [----] followers, [---] engagements
"@MartinShkreli @MattNachtrab Matt is the fish at the table that doesnt know hes the fish. but patients improved Tourists learn lessons in biotech all the time but they dont usually cost $70000000 haha"
X Link 2024-10-31T04:41Z [----] followers, [----] engagements
"@MattNachtrab Just funny that out of all the drugs Matt COULD invest in he chooses the one that has: faked preclinical data; faked ph2 data; negative ph2 data; negative ph3 data. Like Matt this is not the only investable drug out there haha"
X Link 2024-11-25T15:03Z [----] followers, [----] engagements
"Matt I think he's asking you to apologize for your nonsense pumping to all the less-well-off people that you convinced to part ways with their money over a drug that anyone with a basic STEM education could tell was worthless. I wouldn't say you preyed on poor people because you didn't actually profit from the scheme but like.why did you do that lol"
X Link 2024-12-10T14:15Z [----] followers, [----] engagements
"Its interesting to me that if you search $TERN on twitter all you get are folks talking about obesity. They have a good shot to be the second allosteric BCR-ABL inhibitor in a large (relative to their EV) and growing (because patients are living longer) CML market. The MOA has clinical/commercial validation (scemblix). Company has some (albeit very early) data pointing to efficacy and (waving hands) some reason to believe they have a shot at BIC. I almost think their EV would be higher if they had nothing to do with obesity. Anyone have other thoughts"
X Link 2025-01-29T17:29Z [----] followers, 11.5K engagements
"I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning 26% annually the whole time. When I hear someone say "Dead Money" I immediately know that they: a) don't have the right temperament for investing or. b) need to write a quarterly letter to their investors and are unable to take advantage of all the other funds not buying due to a catalyst desert. cough cough $IMVT $NAMS $GOSS This week's Biotech Scorecard"
X Link 2025-02-20T16:57Z [----] followers, [----] engagements
"Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but they partnered with Pharma instead disappointing more than a few pods and 3) the public-biotech winter. In this writeup I cover: [--]. Dravet Syndrome a. Overview b. Standard of Care [--]. Zorevunersen a. TANGO b. Preclinical Data c. Clinical Data Ph3 Plans [--]. Biogen Deal [--]. Valuation Prelude: SMID-cap biotech is a catalyst-driven"
X Link 2025-03-13T17:33Z [----] followers, 11K engagements
"@hkuppy In this thread: the arbiters of competency"
X Link 2025-03-18T02:27Z [----] followers, [---] engagements
"@Abdurrahmanhnf @colossal Theyre not. Direwolves arent even in the same clade. Theyre more closely related to jackals"
X Link 2025-04-08T17:12Z [----] followers, [---] engagements
"@colossal @Giodude1580 Its damaging because now that youve sold this fake de-extinction concept powerful people think we dont need to worry about endangered species. We can just bring them back. Thanks"
X Link 2025-04-12T03:25Z [----] followers, [---] engagements
"Should there be a VIC for biotech investors .BIC If enough people actually want that I can make it over the weekend "Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts. "Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts"
X Link 2025-06-10T18:11Z [----] followers, [----] engagements
"@Biohazard3737 I agree the animosity that the [-----] malnourished Palestinian children show Israel is unspeakable. The bravery Israel shows in depriving them of food electricity and healthcare is remarkable and something I try to emulate in my own life every day"
X Link 2025-06-13T02:53Z [----] followers, [---] engagements
"$NKTR Now that we can be confident rezpeg is a real drug and with strong AD data in hand the next catalyst to look forward to is alopecia areata readout. Mechanism biomarker precedent and early IL-2 signals all suggest a solid shot at success. Two key papers below suggest that Tregs are guardians against folliculitis and that IL-2 (and thus rezpeg) can actually increase Tregs where they need to be increased. Summary: Regulatory T cells in skin mediate immune privilege of the hair follicle stem cell niche. Authors put Cre recombinase into mice under the control of Foxp3 promoter (Treg specific"
X Link 2025-06-26T15:58Z [----] followers, [----] engagements
"Top notch analysis on $ABVX here: 1) its a biotech company 2) its in phase [--] already so the potential could be huge /s "You cannot not believe in science" says @tsvetta. She sees $ABVX as an international outperformer and expects $LLY to make a comeback in the weight-loss drug market. George Tsilis highlights example options trades. https://t.co/jdX9aAvZVB "You cannot not believe in science" says @tsvetta. She sees $ABVX as an international outperformer and expects $LLY to make a comeback in the weight-loss drug market. George Tsilis highlights example options trades. https://t.co/jdX9aAvZVB"
X Link 2025-07-07T22:03Z [----] followers, [----] engagements
"$NKTR's small raise looks like a bridge to some sort of deal with a partner but it could also be a bridge to AA data and mainenence AD data where they hope to raise w less dilution. It looks to me like mgmt believes in Rezpeg"
X Link 2025-07-08T19:09Z [----] followers, [----] engagements
"Thank you to whoever sacrificed their dog or cat the $NKTR curse is once again lifted Pray to the twitter gods that @Pharmdca doesnt buy before alopecia data"
X Link 2025-07-18T02:13Z [----] followers, [----] engagements
"I'm not a blind crazy bull but I took a small position in $ATYR. The the fact that in some lineages the catalytic domain of HARS is lost but the WHEP domain is always conserved suggests that there is a real selective pressure (function) on it. HARSWHEP-Fc most definitely binds NRP2 and does something to cells - looks antiinflammatory. The post hoc analysis is post hoc yes. Post hoc "therapeutic" cutoff is based on plasma concentration (not lung tissue) but infiltrating myeloid cells see plasma first. It's not a perfect story but it's so asymmetric that I think it's worth a small position"
X Link 2025-07-28T14:12Z [----] followers, [----] engagements
"Looking forward to $AYTR failing and being dunked on by everyone as if I didnt say it probably would fail 😂 The bull argument is messy but I do think the bear arguments Ive heard are rather weak"
X Link 2025-07-29T17:19Z [----] followers, [----] engagements
"$PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate violently on positive data (as they did last spring; low float) which appears reasonably likely. Normally I don't trust management teams of negative EV biotech to preserve value on failure BUT I do not think a slow grind to zero is a likely outcome post-DM1-failure at PEPG. RA Capital led PEPGs series A owns about a third of the company and occupies two board seats. Moreover PEPGs CEO is an ex-RA venture partner. Peter Kolchinsky RAs founding partner is very outspoken"
X Link 2025-08-13T18:38Z [----] followers, 14.8K engagements
"#MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month"
X Link 2025-08-25T14:16Z [----] followers, [----] engagements
"Are there any atopic derm investors looking at $IMA Recently reverse merged into $IKNA. Credible PIPE investors (Deep Track RTW Foresite paid more than double today's price. Approximately zero EV OX40 (yes me-too) (maybe better PK/tox the "dream" mgmt is selling). FIH data all open-label but looks okay and with validated MOA can be pretty sure it works. Still digging. Ph2b data YE26 @anthonystaj @A_May_MD @bingbingbom @plainyogurt21 https://twitter.com/i/web/status/1960020058509582592 https://twitter.com/i/web/status/1960020058509582592"
X Link 2025-08-25T16:42Z [----] followers, [----] engagements
"Wild to see $NKTR up 5% premarket on @Pharmdca lifting the curse again Sublime. $NKTR https://t.co/4vrWmhNHaf Sublime. $NKTR https://t.co/4vrWmhNHaf"
X Link 2025-09-05T11:20Z [----] followers, [----] engagements
"Is anyone else unable to use this app without repeatedly seeing videos of a motionless man get punched in the head or an innocent woman getting stabbed in the neck and bleeding out @nikitabier it would be so cool if that wasnt the price of using this app"
X Link 2025-09-09T22:46Z [----] followers, [----] engagements
"$STOK "I shorted more because now I know the stock is dead money for at least the next year"👀 I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning 26% annually the whole time. When I I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning"
X Link 2025-09-12T13:43Z [----] followers, [----] engagements
""Deal not big enough for $VKTX to accept""
X Link 2025-09-29T05:38Z [----] followers, [----] engagements
"How it feels to have made money on the epic $KALA run up If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7 If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7"
X Link 2025-09-29T12:49Z [----] followers, [----] engagements
"$NKTR While I 1) am very bullish 2) don't see this as bearish and 3) expect settlement news soon courts are funded to Oct [--] in the shutdown. Why is this being interpreted as anything other than gov-shutdown related It's happening all over this isn't isolated"
X Link 2025-10-14T22:36Z [----] followers, [----] engagements
"Unfollowing @BillAckman will declutter your feed unlike anything else you can possibly do"
X Link 2025-10-26T21:49Z [----] followers, [----] engagements
"If I had to bet my life on a single conspiracy theory being true it would be this one LONG $NKTR: now that the shopping Season for $LLY has started - Could this be for $NKTR https://t.co/B2hqbIX6BI LONG $NKTR: now that the shopping Season for $LLY has started - Could this be for $NKTR https://t.co/B2hqbIX6BI"
X Link 2025-10-27T17:23Z [----] followers, [----] engagements
"$LQDA Damn this Yutrepia thing really works huh"
X Link 2025-10-28T18:32Z [----] followers, [----] engagements
"@fakepharmabro Better drug taking share launch going well low relative valuation to UTHR and peak sales"
X Link 2025-10-28T19:20Z [----] followers, [----] engagements
"@GeneInvesting Hav you ever done the math on how much money you have if all your NTLA money went into ABVX pre data once it was clear the trial was going to work"
X Link 2025-11-02T16:39Z [----] followers, [----] engagements
"$NKTR First look asthma data for Rezpeg on Saturday evening"
X Link 2025-11-03T18:44Z [----] followers, [----] engagements
"$NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of atopic dermatitis patients. These compelling data give rezpegaldesleukin a unique position in the competitive landscape as this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development""
X Link 2025-11-06T22:39Z [----] followers, [----] engagements
"$NKTR "this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development" $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin"
X Link 2025-11-06T22:40Z [----] followers, [----] engagements
"@commonsenseplay When you brag about intraday gains in stocks you don't know anything about for reasons you can't explain it has the opposite effect that you think it has"
X Link 2025-11-11T19:07Z [----] followers, [---] engagements
"@CoinbasedBTC @KiefChief69 @anthonystaj What % short were you yesterday"
X Link 2025-12-03T20:53Z [----] followers, [---] engagements
"$GUTS is anyone else surprised that Fractyl Health a gene therapy/GLP1 company with a fun ticker is not a meme-stock"
X Link 2025-07-30T18:07Z [----] followers, [----] engagements
"@colossal Can't you just say "we modified [--] genes in a wolf to make it more similar to what a dire wolf would've looked like" That way you don't look like charlatans"
X Link 2025-04-07T20:13Z [----] followers, 11.3K engagements
"@colossal @aionismus puts bacterial gene in a tomato for insect resistance We are calling this a bacterium now"
X Link 2025-04-07T21:11Z [----] followers, 21K engagements
"On behalf of all $NKTR shareholders this morning I want to thank @Pharmdca for selling his shares before data and lifting the Pharmdca-curse so that we may prosper once again"
X Link 2025-06-24T11:45Z [----] followers, 15.3K engagements
"$SRPT you all were warned @Pharmdca"
X Link 2025-07-18T17:47Z [----] followers, 13.4K engagements
"The $ATYR readout is a cant-lose situation insofar as we are guaranteed a look at [--] of [--] patronizing twitter trolls losing a large amount of money. In one corner we have @TCellEngager who has shorted as much as his broker lets him and (unprovoked) insults anyone who says POS is low but nonzero. In the unlikely case of very good data he could lose multiples of his entire portfolio (if not exaggerating about sizing). In the other corner we have @cigs1234 who pretends to be a doctor inflates his performance for clout and insults people with PhDs/MDs for digging too deep into the data/literature."
X Link 2025-09-01T14:26Z [----] followers, 11.9K engagements
"If this guy starts tweeting about my holdings Im liquidating immediately Expect another Grade [--] liver elevation from $NTLA As long as it is transient no Hys Law and clears by itself it is a non-issue imo. However we know how the market likes to punish Intellia for sneezing so it would be foolish to not expect red on that news. Expect another Grade [--] liver elevation from $NTLA As long as it is transient no Hys Law and clears by itself it is a non-issue imo. However we know how the market likes to punish Intellia for sneezing so it would be foolish to not expect red on that news"
X Link 2025-10-27T12:20Z [----] followers, 10.3K engagements
"@seedy19tron @A_May_MD After hours so as not to move the market too wildly"
X Link 2025-09-26T17:00Z [----] followers, [----] engagements
"$SRPT @Pharmdca He strides online at markets open Prophecies typed convictions spoken. Science be damned he knows the score The more he posts the less its sure. No insight no data no slide no source Just vibes and trust me no discourse. Each ticker he blesses each one he hypes Each stock he buys the market snipes"
X Link 2025-11-04T02:18Z [----] followers, [----] engagements
"New strat: if a very high profile readout is happening within days and @adamfeuerstein is still posting on it (like $MLTX) then he is not embargoed and that's a very bad sign FAQ on how I handle news embargoes. What is an embargo News in my case usually clinical trial results or some other material non-public information that is offered to me early by a publicly traded company. Why would a company share news with you (a reporter) under FAQ on how I handle news embargoes. What is an embargo News in my case usually clinical trial results or some other material non-public information that is"
X Link 2025-09-29T18:01Z [----] followers, 10.4K engagements
"FAQ on how I handle news embargoes. What is an embargo News in my case usually clinical trial results or some other material non-public information that is offered to me early by a publicly traded company. Why would a company share news with you (a reporter) under embargo It's a mutually beneficial agreement that gives reporters more time to write complete stories on whatever news is being released. The company benefits by having the time to go over the news (data) in detail answer questions and generally fully explain their perspective. How does an embargo work Typically I receive an email"
X Link 2025-09-28T13:42Z 123.9K followers, 34.3K engagements
"@SoggySobble @colossal @aionismus Thats not where the species line gets drawn its still just a wolf"
X Link 2025-04-07T21:54Z [----] followers, 12.8K engagements
"$BHVN Humungous insider buying at BHVN (possibly)"
X Link 2025-11-12T15:59Z [----] followers, [----] engagements
"$GUTS Nice lil' nugget of data dropped in the 10-Q yesterday. German open-label study continues to mature w [--] patients completing one year of follow up and [--] completing [--] years. Observed durability bodes will for 6-month timepoint OL data (6-mo) EOY RCT data (6-mo) 1Q26"
X Link 2025-11-13T12:05Z [----] followers, 19.5K engagements
"$GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too many to name I watched from afaryet felt the flame. Then came Fractyl a different way A duodenal tune-up to keep fat at bay. No needles no shots no monthly fright Just a scope and a shimmer of thermal light. Their Revita tool like pruning a vine Burns out the old cells lets new ones align. Born from diabetes a metabolic twist Now moonlights in obesitys mist. See when the GLP-1 journey ends Most gain it backthe curve descends. Seventy percent of the weight returns And"
X Link 2025-10-07T21:03Z [----] followers, 27.4K engagements
"$NKTR was wondering why this dipped below $25"
X Link 2025-07-01T23:08Z [----] followers, [----] engagements
"$LQDA Damn this Yutrepia thing really works huh"
X Link 2025-10-28T18:32Z [----] followers, [----] engagements
"$SLNO out here functionally shorting it's own stock at $85 I bought in the high $40's. I'm skeptical of Scorpion's ability to influence public perception long-term. Unmet need. Monopoly for forseeable future. $2.5B for a blockbuster seems attractive"
X Link 2025-11-11T23:57Z [----] followers, 15.6K engagements
"Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but they partnered with Pharma instead disappointing more than a few pods and 3) the public-biotech winter. In this writeup I cover: [--]. Dravet Syndrome a. Overview b. Standard of Care [--]. Zorevunersen a. TANGO b. Preclinical Data c. Clinical Data Ph3 Plans [--]. Biogen Deal [--]. Valuation Prelude: SMID-cap biotech is a catalyst-driven"
X Link 2025-03-13T17:33Z [----] followers, 11K engagements
"$GUTS O Heavenly Father please turn this stock I own into a meme stock. Its got a fun ticker huge TAM story is easy to understand relatable tech works catalyst rich and it should appeal to WSB. 🙏🙏🙌"
X Link 2025-09-26T14:08Z [----] followers, [----] engagements
"$LQDA Pretty awesome quarter. I think the current valuation pretty well values a PAH-only scenario: protecting the downside a lot (in the long term). UTHR is runrating about $2B in inhaled. Probably 45% of that is PAH (it was [----] per earnings call in 4Q23. LQDA is captured about 75% of new patient adds last quarter (UTHR inhaled grew $14.8M vs. LQDA at $45.2M). In some years current % of adds will approximate market share as patient population replaces itself (PAH is not a good condition to have.). Let's just say LQDA get's 60% of $1B PAH inhaled market. 3X sales = current market cap."
X Link 2025-11-03T16:28Z [----] followers, [----] engagements
"@Jtfang23 @SoggySobble @colossal @aionismus I think think if they are 1) wolves and 2) not direwolves then you call them wolves"
X Link 2025-04-07T23:39Z [----] followers, [----] engagements
"@BillAckman @CliffordAsness Dont you think part of the outcome is that our allies feel they cant rely on us for stability/predictability and thus will avoid doing business where possible"
X Link 2025-04-10T02:08Z [----] followers, [----] engagements
"The matchup we all want to see @MartinShkreli @Pharmdca"
X Link 2025-07-30T21:51Z [----] followers, [----] engagements
"The ivermectin junkie who is afraid of mRNA thinks he is a level above the $NTLA guy"
X Link 2025-10-27T12:36Z [----] followers, [----] engagements
"@MattNachtrab Just funny that out of all the drugs Matt COULD invest in he chooses the one that has: faked preclinical data; faked ph2 data; negative ph2 data; negative ph3 data. Like Matt this is not the only investable drug out there haha"
X Link 2024-11-25T15:03Z [----] followers, [----] engagements
"$NKTR While I 1) am very bullish 2) don't see this as bearish and 3) expect settlement news soon courts are funded to Oct [--] in the shutdown. Why is this being interpreted as anything other than gov-shutdown related It's happening all over this isn't isolated"
X Link 2025-10-14T22:36Z [----] followers, [----] engagements
"$NKTR "this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development" $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin"
X Link 2025-11-06T22:40Z [----] followers, [----] engagements
"$NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of atopic dermatitis patients. These compelling data give rezpegaldesleukin a unique position in the competitive landscape as this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development""
X Link 2025-11-06T22:39Z [----] followers, [----] engagements
""Deal not big enough for $VKTX to accept""
X Link 2025-09-29T05:38Z [----] followers, [----] engagements
"$NTLA @GeneInvesting Did the shorts get what they deserved"
X Link 2025-11-06T21:57Z [----] followers, [----] engagements
"$NKTR First look asthma data for Rezpeg on Saturday evening"
X Link 2025-11-03T18:44Z [----] followers, [----] engagements
"$GOSS nice run up lately. Reminder that positive TPIP data $INSM added $5.75B of market cap on the day of. On a fully diluted basis that would be $17/share for $GOSS Sharing a sensitivity analysis that predicts Ph3 6MWD delta based on performance in FC II pts. Recall that in Ph2 (which hit on PVR) 6MWD delta was weak (+6.5m) overall but strong (+37m) in FC III pts. FC II delta was an imputed -15.7m. strange because all of the hemodynamic endpoints moved in the same favorable direction in both groups. This time around the proportion of FC III pts is much higher than it was in Ph2 (74% vs."
X Link 2025-07-31T12:30Z [----] followers, 13.5K engagements
"Wild to see $NKTR up 5% premarket on @Pharmdca lifting the curse again Sublime. $NKTR https://t.co/4vrWmhNHaf Sublime. $NKTR https://t.co/4vrWmhNHaf"
X Link 2025-09-05T11:20Z [----] followers, [----] engagements
"Sublime. $NKTR"
X Link 2025-09-04T16:04Z 23.6K followers, 16.3K engagements
"$GUTS Going into this readout I was most concerned about: 1) divergence on weight regain relative to SURMOUNT-4 trial due to post surgery recovery/general appetite loss 2) noise and under powering Both of those seem non issues now for the pivotal trial. If you had to choose one thing to get nervous about it would be durability of response but we already have [--] week data from them in an open label weight loss trial (no GLP) and it looks good. So. Im a little surprised its not a lot higher today given the TAM and the appetite for it. The raise was pretty awful but the valuation is still plenty"
X Link 2025-09-26T14:50Z [----] followers, [----] engagements
"@BichonRedux @taobanker So now youre broke again"
X Link 2025-09-20T14:48Z [----] followers, [----] engagements
"$NKTR Now that we can be confident rezpeg is a real drug and with strong AD data in hand the next catalyst to look forward to is alopecia areata readout. Mechanism biomarker precedent and early IL-2 signals all suggest a solid shot at success. Two key papers below suggest that Tregs are guardians against folliculitis and that IL-2 (and thus rezpeg) can actually increase Tregs where they need to be increased. Summary: Regulatory T cells in skin mediate immune privilege of the hair follicle stem cell niche. Authors put Cre recombinase into mice under the control of Foxp3 promoter (Treg specific"
X Link 2025-06-26T15:58Z [----] followers, [----] engagements
"$LQDA Adding to @fin_capital 's doc survey putting current pts on Yutrepia at [----] -- I'm not a statistician but I know someone who is (o5-pro) and using a Taylor Linearized Variance Estimator to get a 95% confidence interval it gets 1.6K - 3K. Bottom end waay above sellside"
X Link 2025-10-10T18:37Z [----] followers, [----] engagements
"$WVE Me and the boys [--] months after WVE-007 gets approved"
X Link 2025-10-29T18:33Z [----] followers, 10.6K engagements
"@fakepharmabro Better drug taking share launch going well low relative valuation to UTHR and peak sales"
X Link 2025-10-28T19:20Z [----] followers, [----] engagements
"@Abdurrahmanhnf @colossal Theyre not. Direwolves arent even in the same clade. Theyre more closely related to jackals"
X Link 2025-04-08T17:12Z [----] followers, [---] engagements
"$NKTR's small raise looks like a bridge to some sort of deal with a partner but it could also be a bridge to AA data and mainenence AD data where they hope to raise w less dilution. It looks to me like mgmt believes in Rezpeg"
X Link 2025-07-08T19:09Z [----] followers, [----] engagements
"$ATYR @cigs1234 @anthonystaj @A_May_MD"
X Link 2025-08-12T21:07Z [----] followers, 20.8K engagements
"I'm not a blind crazy bull but I took a small position in $ATYR. The the fact that in some lineages the catalytic domain of HARS is lost but the WHEP domain is always conserved suggests that there is a real selective pressure (function) on it. HARSWHEP-Fc most definitely binds NRP2 and does something to cells - looks antiinflammatory. The post hoc analysis is post hoc yes. Post hoc "therapeutic" cutoff is based on plasma concentration (not lung tissue) but infiltrating myeloid cells see plasma first. It's not a perfect story but it's so asymmetric that I think it's worth a small position"
X Link 2025-07-28T14:12Z [----] followers, [----] engagements
"I bought a little $BHVN. Don't care about troriluzole/FDA drama at all at this price. Kv7 is a somewhat validated mechanism in MDD (ezogabine XENE1101 to some extent). XENE's MDD trial arms were relatively small but there were efficacy signals. BHVN is only running two arms so wil have much better power. Caveat being that you can't really compare PD of these drugs (I don't take the EEG data to mean much maybe I'm wrong on that). Other caveat is that MDD trials are hard to run well and easy to screw up. I put this trial at 40%-50%. Data by EOY IgG degrader looks interestning. Deeper and faster"
X Link 2025-11-10T17:11Z [----] followers, [----] engagements
"Seems $PEPG fully diluted share count after that raise is about 75M if Im not mistaken. $500M of market cap = $6.7/sh $1B of market cap = $13.3/sh"
X Link 2025-09-25T06:51Z [----] followers, [----] engagements
"@commonsenseplay When you brag about intraday gains in stocks you don't know anything about for reasons you can't explain it has the opposite effect that you think it has"
X Link 2025-11-11T19:07Z [----] followers, [---] engagements
"Matt I think he's asking you to apologize for your nonsense pumping to all the less-well-off people that you convinced to part ways with their money over a drug that anyone with a basic STEM education could tell was worthless. I wouldn't say you preyed on poor people because you didn't actually profit from the scheme but like.why did you do that lol"
X Link 2024-12-10T14:15Z [----] followers, [----] engagements
"$ORGN long form thesis Overarching theme: This is a massive tech binary and as much as I dislike management I do think the risk reward is favorable. Essentially we have a bunch of charlatans that nobody believes anymore but it now appears that they have something real and valuable to sell and we're getting a great price on the bet. ORGN made a splash in [----] when they went public (SPAC) and said they could make plastic from biomass with good economics. They were lying and were exposed when they built a pilot plant that they can't operate due to how much money it loses (lol). The market"
X Link 2025-07-11T15:32Z [----] followers, [----] engagements
"$ATYR My only position in this is that nobody actually KNOWS what is going to happen. I'll be surprised if PEP hits but there are some folks acting like they cannot possibly be wrong as if is SAVA which it is not (POC trial has not been run yet). If it does hit some of these people (based on what they've said) will be 100% wiped out. This would be satisfying in the same way it was satisfying to watch @MattNachtrab trolling everyone and then predictably losing $70000000 on SAVA. I am not talking about @MartinShkreli and @anthonystaj who I generally agree with on most other setups and who are"
X Link 2025-09-07T12:00Z [----] followers, 13.4K engagements
"$atyr good luck to all. We will know soon. The real story is the friends weve made along the way. @anthonystaj @jeremyj0916 @thumbs_up_bio @MartinShkreli @Vulpescap @TCellEngager"
X Link 2025-09-06T16:11Z [---] followers, 16.4K engagements
"@adamfeuerstein Hey Adam Your reporting of recent events at the FDA caused the share price of my favorite biotech ShitCo to go down. Would you mind turning yourself into the SEC please Thx Best Twitter mob"
X Link 2025-08-05T17:19Z [----] followers, [----] engagements
"$PEPG Bought a pretty sizeable chunk for $1 happy I did. BIC 50% splicing correction is great but not surprising. The safety profile looks a little better than I was expecting. Happy to see it. $PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate violently on positive data (as they did last spring; low float) which appears reasonably likely. Normally I don't trust management teams of negative EV $PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate"
X Link 2025-09-24T21:22Z [----] followers, [----] engagements
"$PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate violently on positive data (as they did last spring; low float) which appears reasonably likely. Normally I don't trust management teams of negative EV biotech to preserve value on failure BUT I do not think a slow grind to zero is a likely outcome post-DM1-failure at PEPG. RA Capital led PEPGs series A owns about a third of the company and occupies two board seats. Moreover PEPGs CEO is an ex-RA venture partner. Peter Kolchinsky RAs founding partner is very outspoken"
X Link 2025-08-13T18:38Z [----] followers, 14.8K engagements
"$QURE PROBLEM: FDA does not find a non-controlled n=13 trial to be registrational. SOLUTION: Sell companies with data from large controlled trials that show efficacy in indications with huge unmet needs"
X Link 2025-11-03T15:34Z [----] followers, [----] engagements
"@colossal I dont know why this annoys me so much but this is such a scam. Its a GMO wolf with [--] altered genes. Dire wolves werent even in the same clade as wolves. Stop scamming people who dont know any better. You didnt make a direwolf"
X Link 2025-04-08T17:05Z [----] followers, [----] engagements
"Scorpion Capital if $NTLA ever gets a drug approved $SLNO"
X Link 2025-11-11T20:02Z [----] followers, [----] engagements
"@Biohazard3737 I agree the animosity that the [-----] malnourished Palestinian children show Israel is unspeakable. The bravery Israel shows in depriving them of food electricity and healthcare is remarkable and something I try to emulate in my own life every day"
X Link 2025-06-13T02:53Z [----] followers, [---] engagements
"@colossal @Giodude1580 Its damaging because now that youve sold this fake de-extinction concept powerful people think we dont need to worry about endangered species. We can just bring them back. Thanks"
X Link 2025-04-12T03:25Z [----] followers, [---] engagements
"Should there be a VIC for biotech investors .BIC If enough people actually want that I can make it over the weekend "Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts. "Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts"
X Link 2025-06-10T18:11Z [----] followers, [----] engagements
""Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts. Biotwitter is kinda like a small cap that been around for a decade.will never die but diluted into a mere fraction of what it used to be [--]. Bots are just out of control [--]. Lot of great posters way down due to compliance and what not [--]. Tape has worn a lot of people down Biotwitter is kinda like a small cap that been around for a decade.will never die but diluted"
X Link 2025-06-10T01:22Z [----] followers, 14.1K engagements
"Looking forward to $AYTR failing and being dunked on by everyone as if I didnt say it probably would fail 😂 The bull argument is messy but I do think the bear arguments Ive heard are rather weak"
X Link 2025-07-29T17:19Z [----] followers, [----] engagements
"$NTLA Revenue up 52% YoY @GeneInvesting"
X Link 2025-11-06T22:00Z [----] followers, [----] engagements
"$NTLA Its FUD I added"
X Link 2025-10-27T14:53Z [----] followers, [----] engagements
"Like $TRAW a lot. CMO is Robert Redford former dir. of CDC. Very cheap even w future dilution Paxlovid sells $5b but 20% of pts are ineligible (DDI). Ratatruvir hits same target but doesnt need ritonavir for PK so no ddi issue. PK in humans looks good and POC data by year end"
X Link 2025-10-08T14:27Z [----] followers, [----] engagements
"I was about to sell my house in the Boston suburbs to a young couple with good jobs and a bright future but at the last minute an illegal who does roofing when he can find the work submitted a topping bid so I sold it to them instead .@VP: "A lot of young people are saying 'housing is way too expensive.' Why is that Because we flooded the country with [--] million illegal immigrants who are taking houses that ought by right go to American citizens. what we're doing is trying to make it easier to build https://t.co/36ahzuY12G .@VP: "A lot of young people are saying 'housing is way too"
X Link 2025-11-13T22:09Z [----] followers, [----] engagements
".@VP: "A lot of young people are saying 'housing is way too expensive.' Why is that Because we flooded the country with [--] million illegal immigrants who are taking houses that ought by right go to American citizens. what we're doing is trying to make it easier to build houses. we're also getting all of those illegal aliens out of our country.""
X Link 2025-11-13T19:49Z 1.5M followers, 4.1M engagements
"@hkuppy In this thread: the arbiters of competency"
X Link 2025-03-18T02:27Z [----] followers, [---] engagements
"$GUTS Puzzled to see it down this much but I think it's $NTLA contagion. I own .33% of the company and wouldn't mind seeing their gene tx die a quick death so they can allocating capital to it. @harithr @FractylHealth"
X Link 2025-10-27T16:06Z [----] followers, [----] engagements
"Some of us are still expecting data/catalysts before end of year $BHVN $GUTS $NKTR $LQDA $XBI Glad [----] ended up being a banner year for many If you kept your cool managed risk didn't get blown out in April you posted very solid double digits. Maybe even triple If you were overweight some shitco then I guess that's the end of your biotech journey ()/ $XBI Glad [----] ended up being a banner year for many If you kept your cool managed risk didn't get blown out in April you posted very solid double digits. Maybe even triple If you were overweight some shitco then I guess that's the end of your"
X Link 2025-11-12T16:01Z [----] followers, 10.1K engagements
"$XBI Glad [----] ended up being a banner year for many If you kept your cool managed risk didn't get blown out in April you posted very solid double digits. Maybe even triple If you were overweight some shitco then I guess that's the end of your biotech journey ()/"
X Link 2025-11-12T15:17Z 10.4K followers, 10.2K engagements
"@topologic_apple @bradloncar"
X Link 2025-03-31T17:25Z [----] followers, [---] engagements
"$IMVT oh never mind there is a betaville takeout rumor. Not shocking: 1) [--] jillion Ph3 readouts in next few years 2) Validated target 3) FIC in some indications BIC () in others 4) Huge value disconnect w $ARGX 5) ROIV already owns 60% One of my largest pos'ns (@ $15 avg) Seems $IMVT finally moving on $ARGX numbers. Kind of feels like $IMVT is the last of a dying breed -- quality biotech in the valuation doldrums. Hasn't participated in the rally - prob because of the catalyst desert. Happy to own and accumulate time for lowering the CG tax rate. Seems $IMVT finally moving on $ARGX numbers."
X Link 2025-10-31T00:47Z [----] followers, [----] engagements
"Seems $IMVT finally moving on $ARGX numbers. Kind of feels like $IMVT is the last of a dying breed -- quality biotech in the valuation doldrums. Hasn't participated in the rally - prob because of the catalyst desert. Happy to own and accumulate time for lowering the CG tax rate. $ARGX reported 3Q25 Vyvgart revenues of $1.13bn citing strong growth for both gMG and CIDP franchises $IMVT #Biotechs $ARGX reported 3Q25 Vyvgart revenues of $1.13bn citing strong growth for both gMG and CIDP franchises $IMVT #Biotechs"
X Link 2025-10-30T16:53Z [----] followers, 10.8K engagements
"Thank you to whoever sacrificed their dog or cat the $NKTR curse is once again lifted Pray to the twitter gods that @Pharmdca doesnt buy before alopecia data"
X Link 2025-07-18T02:13Z [----] followers, [----] engagements
"@MarioNawfal I used to work in a biology lab and fantasize about having an extra arm or two to do work. Is the human body the opimal form for modern functions Why are we modeling it Never understood this"
X Link 2025-03-22T01:16Z [----] followers, 14.1K engagements
"Congrats to whoever bought these $SANA $2.5 strike calls for $0.06. If price holds they will make 63X"
X Link 2025-01-07T23:04Z [----] followers, [----] engagements
"@Beanthegode @colossal Were closer to chimps. Swap out [--] of your genes for chimp alleles of the same gene. Are you basically a chimp Direwolves are more closely related to jackals. This co used wolves because its more splashy and splash is all they have (its not real)"
X Link 2025-04-08T21:05Z [----] followers, [---] engagements
"$GOSS Me too. Merck paid $11.5B for Acceleron and Winrevair (already run-rating $1B) was most of it. That was with Ph2 data. MC here is around $500M. GOSS has a good PoS in Ph3 would not compete with Winrevair (which btw only works for 1/3 pts) bc it has a different MOA @Vulpescap I'm getting a similar feeling to $ABVX on this one: it's high upside if it reads out extremely positive and likely to hit statistical significance. Phase [--] late stage readout with [--] as the downside. @Vulpescap I'm getting a similar feeling to $ABVX on this one: it's high upside if it reads out extremely positive and"
X Link 2025-08-05T16:30Z [----] followers, [----] engagements
"@Vulpescap I'm getting a similar feeling to $ABVX on this one: it's high upside if it reads out extremely positive and likely to hit statistical significance. Phase [--] late stage readout with [--] as the downside"
X Link 2025-08-05T12:30Z [----] followers, 11.7K engagements
"@ScottPresler I allege that youre a serial killer (pack your bags👋)"
X Link 2025-04-24T06:54Z [----] followers, [----] engagements
"@UmarAshraf Without reading your bio I can almost promise that you sell a trading course"
X Link 2025-05-04T21:13Z [----] followers, [----] engagements
"@A_May_MD @EggCapitalWS You can write us all celebratory obefazemod prescriptions and we'll all snort it"
X Link 2025-08-20T20:14Z [----] followers, [----] engagements
"@PeterRQuinones Source: idk Im trying to get more followers"
X Link 2025-03-29T17:38Z [----] followers, [----] engagements
"@hkuppy You should see the guy whos about to run HHS Not defending DEI but isnt nepo kind of the same thing"
X Link 2025-01-31T02:54Z [----] followers, [---] engagements
"Is anyone else unable to use this app without repeatedly seeing videos of a motionless man get punched in the head or an innocent woman getting stabbed in the neck and bleeding out @nikitabier it would be so cool if that wasnt the price of using this app"
X Link 2025-09-09T22:46Z [----] followers, [----] engagements
"$STOK "I shorted more because now I know the stock is dead money for at least the next year"👀 I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning 26% annually the whole time. When I I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning"
X Link 2025-09-12T13:43Z [----] followers, [----] engagements
"I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning 26% annually the whole time. When I hear someone say "Dead Money" I immediately know that they: a) don't have the right temperament for investing or. b) need to write a quarterly letter to their investors and are unable to take advantage of all the other funds not buying due to a catalyst desert. cough cough $IMVT $NAMS $GOSS This week's Biotech Scorecard"
X Link 2025-02-20T16:57Z [----] followers, [----] engagements
"$STOK Well that's up a lot. Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but https://t.co/tBOncO9L3A Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but"
X Link 2025-09-07T08:04Z [----] followers, [----] engagements
"How it feels to have made money on the epic $KALA run up If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7 If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7"
X Link 2025-09-29T12:49Z [----] followers, [----] engagements
"If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats"
X Link 2025-09-29T12:08Z 12K followers, 26.8K engagements
"Something I have not seen sell side mention regarding $IFRX in CSU is the fact that innate bio achieved 100% receptor occupancy with their anti-C5aR-mAb and never published results from their prematurely ended Ph2 in CSU in the early 2020's (dosed 450mg weekly)"
X Link 2025-10-17T20:10Z [----] followers, [----] engagements
"@MartinShkreli @MattNachtrab Matt is the fish at the table that doesnt know hes the fish. but patients improved Tourists learn lessons in biotech all the time but they dont usually cost $70000000 haha"
X Link 2024-10-31T04:41Z [----] followers, [----] engagements
"$GUTS This data looks a lot better than what I was expecting #MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month #MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month"
X Link 2025-09-26T13:17Z [----] followers, [----] engagements
"#MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month"
X Link 2025-08-25T14:16Z [----] followers, [----] engagements
"@GeneInvesting Hav you ever done the math on how much money you have if all your NTLA money went into ABVX pre data once it was clear the trial was going to work"
X Link 2025-11-02T16:39Z [----] followers, [----] engagements
"$GUTS Hindsight is 20:20 but in retrospect I wish I'd have bought more on this data in August. I was concerned that sham could have caused a delta in three months but in retrospect if that were true then one of the largest unmet needs in obesity (post-GLP1 weight maintenence) could be solved with a routine endoscopy and a week of soft foods. I was also concerned about noise SD and the probability of statsig even if the effect were real. These error bars on n = [--] should have given me comfort. Glad I bought some at $1 and in retrospect buying at $1.15 with awesome 3-month randomized data in"
X Link 2025-09-30T18:17Z [----] followers, [----] engagements
"$ALDX PDUFA date is tomorrow. A year ago this was about as close to "easy money" as you can get in biotech. Re-posting write up below: APRIL [--] [----] Aldeyra (ALDX) Luckily for those of us who missed the run-up in ALDX shares as they developed reproxalap for dry eye disease (DED) a management misstep that resulted in the FDAs issuance of a CRL last fall gives us another chance. Though shares have come back a fair bit the situation has recently been de-risked and the valuation remains compelling. Two weeks ago management outlined a simple and straightforward plan to right the ship. In the days"
X Link 2025-04-01T14:53Z [----] followers, [----] engagements
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