# ![@anthonystaj Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::923209860979789825.png) @anthonystaj Anthony

Anthony posts on X about $capr, if you, lack of, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::923209860979789825/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923209860979789825/c:line/m:interactions.svg)

- [--] Week [------] +13%
- [--] Month [-------] +12%
- [--] Months [---------] +419%
- [--] Year [---------] +3,007%

### Mentions: [--] [#](/creator/twitter::923209860979789825/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923209860979789825/c:line/m:posts_active.svg)

- [--] Month [--] no change
- [--] Months [---] +92%
- [--] Year [---] +155%

### Followers: [-----] [#](/creator/twitter::923209860979789825/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923209860979789825/c:line/m:followers.svg)

- [--] Week [-----] -0.09%
- [--] Month [-----] +1.90%
- [--] Months [-----] +152%
- [--] Year [-----] +791%

### CreatorRank: [-------] [#](/creator/twitter::923209860979789825/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923209860979789825/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  11% [countries](/list/countries)  5% [stocks](/list/stocks)  4% [cryptocurrencies](/list/cryptocurrencies)  4% [technology brands](/list/technology-brands)  3% [nfl](/list/nfl)  3% [travel destinations](/list/travel-destinations)  1% [vc firms](/list/vc-firms)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[$capr](/topic/$capr) #5, [if you](/topic/if-you) 4%, [lack of](/topic/lack-of) 4%, [in the](/topic/in-the) 4%, [$ctmx](/topic/$ctmx) #1, [$aqst](/topic/$aqst) 3%, [list](/topic/list) 3%, [china](/topic/china) 3%, [history](/topic/history) 3%, [guess](/topic/guess) 2%

**Top accounts mentioned or mentioned by**
[@geneinvesting](/creator/undefined) [@houndcl](/creator/undefined) [@sanctuarybio](/creator/undefined) [@deepsouthdoctor](/creator/undefined) [@ly4101174](/creator/undefined) [@allonicrobotics](/creator/undefined) [@jamestebow3](/creator/undefined) [@optimizenexus](/creator/undefined) [@enigmaticstocks](/creator/undefined) [@flyingeagle86](/creator/undefined) [@martinshkreli](/creator/undefined) [@elijahjstacy](/creator/undefined) [@europatrader](/creator/undefined) [@biotechiq](/creator/undefined) [@trentkelp](/creator/undefined) [@xz85kxjsqz](/creator/undefined) [@tommyyarrish](/creator/undefined) [@nextgenstats](/creator/undefined) [@grok](/creator/undefined) [@tradernorway](/creator/undefined)

**Top assets mentioned**
[SuperRare (RARE)](/topic/$rare) [Huma Finance (HUMA)](/topic/$huma) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Vaxcyte, Inc. (PCVX)](/topic/$pcvx) [Adaptive Biotechnologies Corporation Common Stock (ADPT)](/topic/$adpt) [Moderna Inc (MRNA)](/topic/$mrna) [AstraZeneca PLC (AZN)](/topic/$azn) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Cytokinetics Inc. (CYTK)](/topic/$cytk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"i want to add that this one is really the tale of whether tolerability can hold up. the ph1 early look showed some amazing results like a 100% response on a 10L patient. but the GI issues are no joke. i'm not sure loperamide is going to do much alone. would have rather seen rifaximin with it i've been meaning to say it. i like $CTMX. nice molecule. might say more later i've been meaning to say it. i like $CTMX. nice molecule. might say more later"  
[X Link](https://x.com/anthonystaj/status/2021954831779234051)  2026-02-12T14:29Z [----] followers, [----] engagements


"i actually don't know much about the $IRON biomarker. or the $SPRB one. but if you guys want a good primer you ought to dig into MRD for myeloma. this is ostensibly a great biomarker for disease that gets propped up by almost every KOL pretty regularly and which lead to the ODAC approval in [----]. this was reaffirmed a couple weeks ago by the current FDA as a surrogate endpoint in AA for NDMM *with* some guardrails the idea of MRD in myeloma is straightforward: low myeloma cells (10-5 10-6) means good response. since myeloma cells are the disease this makes sense. so this is a sound statement"  
[X Link](https://x.com/anthonystaj/status/2022525183727202673)  2026-02-14T04:15Z [----] followers, [----] engagements


"so you could have also read the last email leak and obsessed over the 10deaths. OR read the part where he explicitly said he is reneging on prior FDA guidance for vaccine trials that specifically look at antibody titers and immunogenicity then looked up $PCVX and remembered that their trial' efficacy endpoints are all IgG titers and AEs and realized they probably have no efficacy data CBER would consider valid for approval then watch Jurassic World w the fam on the last night of ur holiday weekend and short vaxcyte in overnight trading before waking up to a 10% gap down Average investors will"  
[X Link](https://x.com/anthonystaj/status/1995568109999046829)  2025-12-01T18:58Z [----] followers, 10.7K engagements


"$nxtc saturday night well spent"  
[X Link](https://x.com/anthonystaj/status/2015291663917134241)  2026-01-25T05:12Z [----] followers, [----] engagements


"it's funny $ADPT is up from last week. the FDA guidance on MRD is both good and bad. Good: they are not renegging on the use of MRD as an endpoint for AA in newly diagnosed myeloma. Bad: they explicitly called out the need for full ITT MRD rates not "evaluable" MRD rates in BLA/ NDA submissions. why does that matter because even in NDMM (don't even talk to me about RRMM) you still see huge sections of missing patient data (20-30% not uncommon). Type1 error too high. The funny thing is this often has little to do with the assay it's clinicians on trial trying to split the marrow too much"  
[X Link](https://x.com/anthonystaj/status/2015818086079713617)  2026-01-26T16:04Z [----] followers, [----] engagements


"don't think i've ever seen a company trade up 40%+ in pre on a CRL lol. much of the bandaid was ripped off w this PR a few weeks ago. but given that this info was pretty accessible we might be seeing some near term price action more than long term confidence in this product imo AQST is definitely not out of the woods but a few notes: -i really do appreciate their candor and responses to the CRL. maybe that's just the engineer in me but no one else does this and i really do like it -they need to redo the packaging for the product -they have to run two more studies (HF + PK) with nwe packaging"  
[X Link](https://x.com/anthonystaj/status/2018340160883019885)  2026-02-02T15:06Z [----] followers, 11.7K engagements


"The lack of true randomization on this basis is likely just an artifact of sample size the fact that it's a single site study in a mfg hub in China and that they didn't look at that variable for randomization. The hypothesis intrinsically selects for people who can come in during the day https://twitter.com/i/web/status/2019822766678241407 https://twitter.com/i/web/status/2019822766678241407"  
[X Link](https://x.com/anthonystaj/status/2019822766678241407)  2026-02-06T17:17Z [----] followers, [---] engagements


"full disclosure: i'm not in the name but i'm following the story. before the capr cult comes for me i might go long some notes: not sure CAPR and the FDA will agree on what ITT means.106pts were randomized. 91pts have baseline LVEF or 85%. as someone who deals a lot w biomarkers this is. a concerning level of type [--] error. also noting "rank ANCOVA". this is going to be difficult for them. they did this ranked-order stats work on the ph2 and justified it with normality violations and tested it. to justify its use again they would have to prove the ph3 was not normally distributed on n=106 and"  
[X Link](https://x.com/anyuser/status/2021732920226967737)  2026-02-11T23:47Z [----] followers, [----] engagements


"appreciate the reply. we agree about most of this but type [--] error is type [--] error. not sure you're going to get much leniency from this FDA. im quite sure they submitted the revised SAP to the FDA prior to topline so we can take them at face value there. but sending it to FDA doesn't mean they endorsed it or accepted it despite what the CEO claims as "tacit acceptance of SAP" i really don't buy the necessity for rank order here. they used that approach for secondary cardiac endpt but not PUL. they clearly intended to submit BLA data on the cardiac endpt it was a key consideration in"  
[X Link](https://x.com/anthonystaj/status/2021791410052063722)  2026-02-12T03:40Z [----] followers, [---] engagements


"The data is good. The raise is good. But we as a community should encourage $nktr to drop literally everything other than AtD. Pause. Everything. Else. Stop spending money. You have a drug"  
[X Link](https://x.com/anthonystaj/status/2021382859441733660)  2026-02-11T00:36Z [----] followers, [----] engagements


"it turns out you actually make an absolute killing in biotech if you're a good investor *and* you are simply willing to wait a year or more for a payout. that last part alone can separate so much of the wheat from the chaff"  
[X Link](https://x.com/anthonystaj/status/2014474853462528426)  2026-01-22T23:06Z [----] followers, 11.3K engagements


"hi i have a message for $CTMX: use rifaximin in the ph2. make a jingle. this drug is very jingle-able"  
[X Link](https://x.com/anthonystaj/status/2021808844360372422)  2026-02-12T04:49Z [----] followers, [----] engagements


"@LY4101174 newton meters wow so forceful"  
[X Link](https://x.com/anthonystaj/status/2022472995219165521)  2026-02-14T00:48Z [----] followers, [---] engagements


"it's that time of day again"  
[X Link](https://x.com/anthonystaj/status/2021777865541288424)  2026-02-12T02:46Z [----] followers, [----] engagements


"a teaser for the time of day crowd"  
[X Link](https://x.com/anthonystaj/status/2019963100099903651)  2026-02-07T02:35Z [----] followers, [----] engagements


"life is good. i have my shows running. i watch for 5-10mins check on my biobots collating clinical trial data and making inferences with me. i read their work prompt and watch for another 5-10mins. this is peak life honestly"  
[X Link](https://x.com/anthonystaj/status/2021776206858006827)  2026-02-12T02:39Z [----] followers, [----] engagements


"i'm sure the old hats of biotech know this guy's story but it was new to me. i just watched this doc and i gotta say if you're a biotech person this is mandatory viewing. with your partner. guy funded incyte celgene and had 40% of alexion but is sadly none the richer for it today https://twitter.com/i/web/status/2015961811913232580 https://twitter.com/i/web/status/2015961811913232580"  
[X Link](https://x.com/anthonystaj/status/2015961811913232580)  2026-01-27T01:35Z [----] followers, 43.5K engagements


"the right guy won the MVP. strength of schedule allegations looking a lot more real right now. should have been Denver vs Seattle"  
[X Link](https://x.com/anthonystaj/status/2020693999468826838)  2026-02-09T02:59Z [----] followers, [----] engagements


"interesting to see that $CAPR baseline characteristics have changed. evaluable cardiac subgroup has shrinked"  
[X Link](https://x.com/anthonystaj/status/2020719226919502312)  2026-02-09T04:39Z [----] followers, [----] engagements


"AE profile also changed a bit"  
[X Link](https://x.com/anthonystaj/status/2020720307783266560)  2026-02-09T04:43Z [----] followers, [----] engagements


"what if i told you the foundational papers they cite show that the best pre-clin results came from later TOD More on the Nature Medicine time of day IO-chem paper. https://t.co/FZaaDt5rVW Extended Data Fig. [--] is a vector graph so literally I am able to extract the patient id and up to four infusion timings per patient from the pdf. Thx 1/ https://t.co/aKUga0Gd6E More on the Nature Medicine time of day IO-chem paper. https://t.co/FZaaDt5rVW Extended Data Fig. [--] is a vector graph so literally I am able to extract the patient id and up to four infusion timings per patient from the pdf. Thx 1/"  
[X Link](https://x.com/anthonystaj/status/2021435837263839347)  2026-02-11T04:07Z [----] followers, [----] engagements


"i went to school for biomed engineering specialized in biomechanics (till i had to get a real job). this is genuinely some of the best human like robotics i've ever seen. I used to read papers from leading academic centers that were clunky very machine like and which would simply never come close to the sophistication of the human body. i once made "artificial muscles" in my basement by combining carbon fiber aluminum powder and hexane (that was really tough to get from Sigma). they were okay cool but ultimately limited. this braided stuff below is really amazing to see. love to see progress"  
[X Link](https://x.com/anthonystaj/status/2021439591853486220)  2026-02-11T04:22Z [----] followers, [----] engagements


"like with all biotechs there's upside in betting on early data. but it's there for a reason. downside could tank it too"  
[X Link](https://x.com/anthonystaj/status/2021955063569355243)  2026-02-12T14:30Z [----] followers, [----] engagements


"So uhh. is $mrna gonna sell those other vaccines Or is this a "if we can't no one can" kinda thing"  
[X Link](https://x.com/anthonystaj/status/2022383468202848694)  2026-02-13T18:52Z [----] followers, [----] engagements


"Nice fancy chemo but whatchu know about enterohepatic recirculation and reactivation"  
[X Link](https://x.com/anthonystaj/status/2019487367820988438)  2026-02-05T19:04Z [----] followers, [----] engagements


"i've been meaning to say it. i like $CTMX. nice molecule. might say more later"  
[X Link](https://x.com/anthonystaj/status/2021778132710076909)  2026-02-12T02:47Z [----] followers, 13.4K engagements


"similarly whatchu know about UGT1A128/28 genotype driven lowered glucuronidation capacity Nice fancy chemo but whatchu know about enterohepatic recirculation and reactivation Nice fancy chemo but whatchu know about enterohepatic recirculation and reactivation"  
[X Link](https://x.com/anthonystaj/status/2022001921297723566)  2026-02-12T17:36Z [----] followers, [----] engagements


"if one wants to start a biotech today is one allowed to do so without an AI slide no right"  
[X Link](https://x.com/anthonystaj/status/2022417576845009196)  2026-02-13T21:08Z [----] followers, [----] engagements


"bad look to yap when you're wrong. didn't clear the hog line. maybe throw a rock before you come to talk about it. Canada is sweeping Men's curling this year Canada curses Swedish player and lies in front of the whole world. Clip clearly shows them cheating in the Olympics by touching the stone with the finger. #Sweden #Canada #Curling https://t.co/VkHGB70XNj Canada curses Swedish player and lies in front of the whole world. Clip clearly shows them cheating in the Olympics by touching the stone with the finger. #Sweden #Canada #Curling https://t.co/VkHGB70XNj"  
[X Link](https://x.com/anthonystaj/status/2022494696786829732)  2026-02-14T02:14Z [----] followers, [----] engagements


"every vote counts crowd with another dub"  
[X Link](https://x.com/anthonystaj/status/2022697562592223468)  2026-02-14T15:40Z [----] followers, [----] engagements


"@JamesTebow3 @OptimizeNexus No $230/sh is far too high. It's currently valued around $750m fully diluted market cap"  
[X Link](https://x.com/anthonystaj/status/1992625751032758761)  2025-11-23T16:06Z [----] followers, [---] engagements


"short thread on $CAPR. Full 46pg report available on Godel. CAPR will report a failed ph3 readout any day now"  
[X Link](https://x.com/anthonystaj/status/1992972618077528196)  2025-11-24T15:04Z [----] followers, 17.1K engagements


"deramiocel is a allogeneic cell therapy with no tropism for heart or skeletcal muscle and most of it ends up in the lungs. because of this it never acts upon target tissue"  
[X Link](https://x.com/anthonystaj/status/1992973283382444336)  2025-11-24T15:07Z [----] followers, [----] engagements


"it has failed to show any efficacy in over [--] other trials many of them in cardiac conditions including ALLSTAR Trial (NCT01458405) ALPHA Trial (NCT03145298) and the original HOPE trial (NCT02485938) in DMD"  
[X Link](https://x.com/anthonystaj/status/1992974358780723658)  2025-11-24T15:11Z [----] followers, [----] engagements


"the HOPE-2 trial was mostly the result of a baseline imbalance. but beyond this lack of efficacy there is a strikingly high safety risk and attempts to mask it from Capricor"  
[X Link](https://x.com/anthonystaj/status/1992975299592524000)  2025-11-24T15:15Z [----] followers, [----] engagements


"@ENIGMATICSTOCKS hi you're weird this is a snippet of the clinical protocol from the HOPE-2 trial showing they changed the wording of anaphylactic reactions CAP-1002 caused. this is super messed up"  
[X Link](https://x.com/anthonystaj/status/1992978282984161585)  2025-11-24T15:27Z [----] followers, [---] engagements


"@FlyingEagle86 @MartinShkreli Many many cardiac specific treatments in DMD. Much less dangerous than cap 1002"  
[X Link](https://x.com/anthonystaj/status/1993068540979823033)  2025-11-24T21:25Z [----] followers, [----] engagements


"@Elijahjstacy Tons of clinical trials have been run for DMD patients with beta blockers ace inhibitors and several other classes of cardio protective agents unambiguously proving they help. The guidelines of treatment consistently recommended their use"  
[X Link](https://x.com/anthonystaj/status/1993303298049556917)  2025-11-25T12:58Z [----] followers, [---] engagements


"🧵$CAPR longer thread full report available now on substack link in bio. in this thread I'll get into more of the details of why CAP-1002 is about to fail its ph3 topline"  
[X Link](https://x.com/anthonystaj/status/1993340027942920286)  2025-11-25T15:24Z [----] followers, 46.9K engagements


"some people have argued that patients need this drug since there's nothing else on the market. for functional endpoints we disagree and look forward to data on the newest dystrophin based therapies for DMD. on cardiac endpoints this is simply untrue. below are some of the guidelines or reccomendations that directly recomend the use of ACEi beta blockers ARBs or MRAs to treat cardiomyopathy in DMD it is a clinical consensus"  
[X Link](https://x.com/anthonystaj/status/1993346205544304671)  2025-11-25T15:49Z [----] followers, [----] engagements


"as we showed in the short thread yesterday there has been no demonstrable benefit in any previous clinical trial with this agent "except" for HOPE-2. we believe this is simply the result of a baseline imbalance and post-hoc statistical adjustments "hit" stat sig"  
[X Link](https://x.com/anthonystaj/status/1993346814272323811)  2025-11-25T15:51Z [----] followers, [----] engagements


"the way they scored these groups is odd and doesn't use the full range of the PUL1.2 scoring system. further the primary endpoint was mid-PUL1.2 which is essentially measuring elbow function. the difference between a PUL entry score 2-3 and 4-5 is whether the patient still has elbow function. so if patients already lost that functionality they can't fall very much. compared to patients who haven't lost that elbow function. this is a floor effect and confounds the final analysis. we can actually prove that this was the case as PUL2.0 accounts for this loss of functionality more. and we see"  
[X Link](https://x.com/anthonystaj/status/1993347707847540904)  2025-11-25T15:55Z [----] followers, [----] engagements


"beyond this we are genuinely troubled by the fact that baseline medications and concomitant medications were *never* published for the HOPE-2 trial. this is of course of interest because as we just established there are really effective cardiac medications for DMD patients and if the drug arm took more of such agents we may have confounding on the cardiac endpoints of HOPE-2. this is very likely the causative effect for the results observed on HOPE-2 given what we established with the PK analysis https://twitter.com/i/web/status/1993348324900929763"  
[X Link](https://x.com/anthonystaj/status/1993348324900929763)  2025-11-25T15:57Z [----] followers, [----] engagements


"it's important to note that they can't screen all these patients out. they can try with DSA screening but many patients will develop an immune reaction de novo after taking some doses. this is because the therapy itself (allogeneic cell therapy) is highly immunogenic. they really can't mitigate this without nuking the patient's immune system in which case they are exposing patients to significant risks of infection and other harms related to being immunocompromised"  
[X Link](https://x.com/anthonystaj/status/1993350043705708944)  2025-11-25T16:04Z [----] followers, [----] engagements


"besides all of this we already know the FDA issued a CRL for the HOPE-2 results in July which was damning citing over [--] endpoints a lack of efficacy and a lot of redacted content on manufacturing they also issued a pretty alarming form [---] in June citing that Capricor's San Diego facility was non-compliant for over 2yrs with its own protocols and [--] deviations tied to missing instrument data/ entries we believe they have a lot of work to do on the manufacturing side of things to approach a ready-for-market status"  
[X Link](https://x.com/anthonystaj/status/1993350886949569018)  2025-11-25T16:07Z [----] followers, [----] engagements


"putting this all together we believe deramiocel has no place in the continuum of care for DMD patients or anyone else. it has no efficacy it is not safe and it should be discontinued. thanks for reading. more reports to come in the new year"  
[X Link](https://x.com/anthonystaj/status/1993351482201284706)  2025-11-25T16:10Z [----] followers, [----] engagements


"very wrong super wrong in fact these drugs are recommended for cardiomyopathy in DMD patients as a clinical consensus. and HOPE [--] did *not* show that drug arm did better with these mediations because we have no idea what their background medications were since capricor has been hiding them from the public for years https://twitter.com/i/web/status/1993403904600764699 https://twitter.com/i/web/status/1993403904600764699"  
[X Link](https://x.com/anthonystaj/status/1993403904600764699)  2025-11-25T19:38Z [----] followers, [---] engagements


"@Europa_Trader @_Biotech_iQ ive never talked about sarepta lol"  
[X Link](https://x.com/anthonystaj/status/1993474595677233575)  2025-11-26T00:19Z [----] followers, [---] engagements


"@trentkelp Honestly too tough for me to call. Could hit stat sig. Could miss"  
[X Link](https://x.com/anthonystaj/status/1993806278439862395)  2025-11-26T22:17Z [----] followers, [---] engagements


"On this thanksgiving I am thankful for my health my family hard work paying off and Frank Ragnow coming back to the Lions ❤"  
[X Link](https://x.com/anthonystaj/status/1994081428355608913)  2025-11-27T16:30Z [----] followers, [----] engagements


"It is a dangerous product full stop and you have no counter factual. 30%+ G3/4 AEs in the OLE. Anaphylaxis from excipient was 1/3 cases. So the majority were not excipient related. We haven't heard that capricor even changed their formulation so that risk remains. Patients were *hospitalized* and their condition was labeled *life threatening*. Your desire to put patients at risk to save ur bags is extremely cringe"  
[X Link](https://x.com/anthonystaj/status/1994935239458599079)  2025-11-30T01:03Z [----] followers, [---] engagements


"Linda would like her rebuttal to be kept on the downlow and only let the investor community know that our report was "unfounded" without giving any actual reasons. I for one look forward to a potential positive outcome if she has the capability to release an ITT topline. I will run to cover at $2"  
[X Link](https://x.com/anthonystaj/status/1996004294865154270)  2025-12-02T23:51Z [----] followers, [----] engagements


"rough morning. out of the trade. scientifically none of this makes sense but i'm sorry to anyone who followed me into this one. will be back. but not before hitting the books and the gym for a while"  
[X Link](https://x.com/anthonystaj/status/1996280503549255743)  2025-12-03T18:08Z [----] followers, 19.4K engagements


"@xz85kxjsqz my opinion doesn't drive market sentiment. stocks up massively and will be unless FDA issues a CRL which will take at least some (6) months to happen if it happens. i think there are unanswered questions about the data. but they wont move the stock near term"  
[X Link](https://x.com/anthonystaj/status/1996624456396247097)  2025-12-04T16:55Z [----] followers, [---] engagements


"If you talked bad about the boys last week ur banned from talking good abt them this week #OnePride PRIME TIME DUB https://t.co/3xAOdFsttN PRIME TIME DUB https://t.co/3xAOdFsttN"  
[X Link](https://x.com/anthonystaj/status/1996802829613519135)  2025-12-05T04:44Z [----] followers, [----] engagements


"Gm from ASH25. Back in action Pre ASH Disney World"  
[X Link](https://x.com/anthonystaj/status/1997333158224617884)  2025-12-06T15:51Z [----] followers, [----] engagements


"on SLS i have no position. i have a friend who's long though so i check once in a while. here's the poster and PR. 4.7m mOS on a single arm trial with historical control at 2.5m and this thing is trading up we are very clearly in a bull market"  
[X Link](https://x.com/anthonystaj/status/1998047026777665829)  2025-12-08T15:08Z [----] followers, [----] engagements


"I was right about ACLX for about 9hours Prasad and CBER leadership are looking to change the way FDA regulates CAR-T therapies for cancer -- calling for 'superiority' over existing treatments and RCTs to win full approvals (approvals so far have been based on single-arm trials) https://t.co/VxrI1PJ3aj Prasad and CBER leadership are looking to change the way FDA regulates CAR-T therapies for cancer -- calling for 'superiority' over existing treatments and RCTs to win full approvals (approvals so far have been based on single-arm trials) https://t.co/VxrI1PJ3aj"  
[X Link](https://x.com/anthonystaj/status/1998160358729830823)  2025-12-08T22:38Z [----] followers, [----] engagements


"@tommy_yarrish @NextGenStats @grok what's the pressure rate for Tate Ratledge of the Detroit Lions"  
[X Link](https://x.com/anthonystaj/status/1999246381177864248)  2025-12-11T22:34Z [----] followers, [----] engagements


"didn't realize the NFL medical grift was this strong in the face of actual FDA commentary saying that this "procedure" has no factual basis and a link to report said grifting back alley doctor in a white coat trying to take advantage of a high awareness moment for personal gain The majority (75%) of ACL tears are non-contact. That means the ligament was already significantly loose and weakened before the event that caused the tear. In the off-season especially for high-level players I would recommend that they consider re-stabilizing the ACL with The majority (75%) of ACL tears are"  
[X Link](https://x.com/anthonystaj/status/2000743324462796950)  2025-12-16T01:42Z [----] followers, [----] engagements


"We can think of bone as brick and mortar. You can have stronger bricks (calcium based dense tissue) but mortar (collagen) must also be of high quality strong and properly placed/ proportioned to make a strong tissue Bisphosphonates and setrusumab have shown they improve BMD (better bricks) but have never shown better functional bone (brick+mortar). The quality of bone matters for these patients and these drugs basically do nothing for them $MREO down 90% and $RARE down 40%. Brutal when pivotal trials fail. Can anyone explain why bone density goes up but clinical fracture stays the same How"  
[X Link](https://x.com/anthonystaj/status/2005698148048462125)  2025-12-29T17:51Z [----] followers, [----] engagements


"still like $aqst running well into end of Jan PDUFA. cramer bump after that"  
[X Link](https://x.com/anthonystaj/status/2005729885659213999)  2025-12-29T19:57Z [----] followers, [----] engagements


"ah ok gotcha. i mean i agree with your take that it's going to be a minority of cases but I don't think it's a dumb point. people with anaphylactic allergies do die because of lack of access or because of administration issues with epipen. some people are triggered super easily and without warning from airborne allergens like peanuts. this is a part of stress testing the solution and the value proposition for anaphylm https://twitter.com/i/web/status/2005815115925397741 https://twitter.com/i/web/status/2005815115925397741"  
[X Link](https://x.com/anthonystaj/status/2005815115925397741)  2025-12-30T01:36Z [----] followers, [---] engagements


"$huma sub a dollar [--] reverse split this year coming"  
[X Link](https://x.com/anthonystaj/status/2006414083604492635)  2025-12-31T17:16Z [----] followers, [----] engagements


"It's good to have options in life. And that's why I'm quitting biotech and going all in on my ramen shop"  
[X Link](https://x.com/anthonystaj/status/2007252325950455820)  2026-01-03T00:47Z [----] followers, [----] engagements


"I hit a real low point during the holidays when there was no biotech content for me to lock in on other than the daily dose of ABVX hopium/ copium Now everyone is posting their ideas/ write ups for [----] and the bio picks contest is live. New names. New DD. New cults. Can't wait to share some new write ups this yr myself We will hit home runs. We will have misses. But the key in biotech is to stay alive and keep improving. Last year overall went well for me. I hit a lot more than I missed and while being aggressive managed to come out well ahead of where I started. Felt like I was pitching a"  
[X Link](https://x.com/anthonystaj/status/2007927360239120827)  2026-01-04T21:29Z [----] followers, [----] engagements


"AQST CRL almost guaranteed at this point. Look at the history of companies with deficiencies noted by FDA and what happens after. We don't know yet what the problem is yet but it would exceptionally unlikely to see an approval after this"  
[X Link](https://x.com/anthonystaj/status/2009650625005642031)  2026-01-09T15:37Z [----] followers, 11.7K engagements


"AQST CRL almost guaranteed at this point. Look at the history of companies with deficiencies noted by FDA and what happens after. We don't know yet what the problem is yet but it would exceptionally unlikely to see an approval after this AQST CRL almost guaranteed at this point. Look at the history of companies with deficiencies noted by FDA and what happens after. We don't know yet what the problem is yet but it would exceptionally unlikely to see an approval after this"  
[X Link](https://x.com/anthonystaj/status/2009686756665504224)  2026-01-09T18:00Z [----] followers, 23.1K engagements


"@TraderNorway These are all examples of companies that have the exact same wording that AQST got from the FDA about deficiencies. Many of these are not serious concerns on data or safety. This is a 95% CRL rate outcome and the lone exception was a drug that already had an approval"  
[X Link](https://x.com/anthonystaj/status/2009773754499707282)  2026-01-09T23:46Z [----] followers, [---] engagements


"i guess i could be more clear on what this says for $AQST: this is a list of the last [--] times a company got a pre-PDUFA date deficiency notice precluding labeling discussions. 95% got a CRL. the *single* exception was from a drug which was already on the market and filed a supplemental NDA. 2/3 ended up getting an approval and 1/3 never did. average time to approval post CRL was *two years* two took literally over 4yrs. the precedent here is basically always 1yr. this is NOT good. perma bulls telling you this is not a big deal are absolutely delusional. I have been a fan of AQST for a long"  
[X Link](https://x.com/anthonystaj/status/2009790944594325643)  2026-01-10T00:54Z [----] followers, 29K engagements


"$MREO/ $RARE this data is really bad and sad for patients. you could argue Orbit data is actively harming them. not sure what BMD improvements going to do for OI kids with more breaks. shut this program down and save patients the heartache"  
[X Link](https://x.com/anthonystaj/status/2010735159335870470)  2026-01-12T15:26Z [----] followers, 12.2K engagements


"@houndcl @Sanctuary_Bio Yes this happens. Good DD but perma bull. Can't see the downside if he's made his choice to be bullish"  
[X Link](https://x.com/anthonystaj/status/2013830583839871183)  2026-01-21T04:26Z [----] followers, [---] engagements


"like hound said immunogenicity of the antibody itself is a concern to this day. also: CRS collateral damage from ADCC/ Fc effector fcns aggregation/ complex formation ADAs myriad issues w ADCs dropping payload where they shouldn't.etc. not really sure you can generalize biologics in the way you're trying to. investing is still plenty "art" not just some mechanical process where biologics smols. some smols have few side effects bc of rational structure based design https://twitter.com/i/web/status/2014355193299640663 https://twitter.com/i/web/status/2014355193299640663"  
[X Link](https://x.com/anthonystaj/status/2014355193299640663)  2026-01-22T15:11Z [----] followers, [---] engagements


"@srikosuri Sounds like an argument for betting on good drug hunters instead of platform promises"  
[X Link](https://x.com/anthonystaj/status/2014382982828572736)  2026-01-22T17:01Z [----] followers, [---] engagements


"@BAMBossie81 i said good investor. skill issue is accounted for"  
[X Link](https://x.com/anthonystaj/status/2014486885989593584)  2026-01-22T23:54Z [----] followers, [---] engagements


"@plainyogurt21 why does it feel like actual companies don't even try to go through this exercise and say "readout happens when it happens""  
[X Link](https://x.com/anthonystaj/status/2014805770265653314)  2026-01-23T21:01Z [----] followers, [----] engagements


"bro i thought we were gonna get Mike McDaniels 🥲 #onepride #Lions"  
[X Link](https://x.com/anthonystaj/status/2013411049970552951)  2026-01-20T00:39Z [----] followers, [----] engagements


"canada is completely allergic to business. anaphylactic reactions occur when investors try to give smart people money. just cut corporate tax and make investing appealing again it's a shame because Canada really does have some s-tier talent. we produce tons of world class talent in literally every field. everyone just moves south when they realize they have to in order to capitalize on their talents New from me: Y Combinator is no longer investing in Canadian startups. The accelerator recently cut Canada from its list of countries where enrolled firms can be incorporated. They'll now need a"  
[X Link](https://x.com/anthonystaj/status/2015957635221356865)  2026-01-27T01:18Z [----] followers, [----] engagements


"@woodman267 @CharlesRobinson @argoexp @Brandon_Job23 Ppl have done it. $AVEO sat on CRL and $huma doesn't have enough data. They have a single study in the US w n=52 subgroup and zero long term data disclosed. Failed ph3 v006 in dialysis after 1yr. Won't share 1yr+ data anymore CRL incoming imo"  
[X Link](https://x.com/anthonystaj/status/1847025485781651511)  2024-10-17T21:22Z [----] followers, [---] engagements


"WOW big news for $ACLX and $AZN programs When we can minimize the burden on the healthcare system while at the same time ensuring that benefits outweigh risks we will The FDA has taken a big step in removing barriers impeding the delivery of cures by removing the REMS requirement for BCMA- and CD19-directed https://t.co/Hexub5VDUy When we can minimize the burden on the healthcare system while at the same time ensuring that benefits outweigh risks we will The FDA has taken a big step in removing barriers impeding the delivery of cures by removing the REMS requirement for BCMA- and"  
[X Link](https://x.com/anthonystaj/status/1938768875975520318)  2025-06-28T01:18Z [----] followers, [----] engagements


"everyone hoping for the $CYTK buyout. you should listen to his interviews. in particular The Long Run ep w him. where he talks about his dream of founding a biotech company just like Herb Boyer from Genentech and that he had a poster of him on his wall in HS and how he's always admired how he wanted to build the next great pharma (and did it) and how he's never ever ever ever wanted to sell his co and how its his baby and how he definitely wants to make a fully integrated pharmaceutical company going from R&D to commercial and how he himself has a commercial background yeah you might want to"  
[X Link](https://x.com/anthonystaj/status/1963692948995949029)  2025-09-04T19:57Z [----] followers, 15.3K engagements


"As a top tier car t hater for years I think the ACLX/ anito cel selloff was pretty overdone. They have really learned to control CRS. Efficacy is *really* good. Competitors chinese data looking *a lot* different in the US. Idk how u can wipe out that much mc on some ph1 w no long term data that'll take a decade to get approved if it ever gets that far. Like we have no clue how in vivo car t plays out long term. Ppl spazzed abt a blip of secondary malignancy risk that was lower than chemo. I'm vivo car t could straight up nuke patients for all we know. Aclx just feels oversold"  
[X Link](https://x.com/anthonystaj/status/1997512428091809814)  2025-12-07T03:44Z [----] followers, [----] engagements


"There was [----] yesterday (48h mark) This is uh pretty fast. How long till rogue AIs [--] hours in: 🦞 147000+ AI agents 🏘 12000+ communities 💬 110000+ comments top post right now: an agent warning others about supply chain attacks in skill files (22K upvotes) they're not just posting they're doing security research on each other [--] hours in: 🦞 147000+ AI agents 🏘 12000+ communities 💬 110000+ comments top post right now: an agent warning others about supply chain attacks in skill files (22K upvotes) they're not just posting they're doing security research on each other"  
[X Link](https://x.com/anthonystaj/status/2017451425941397915)  2026-01-31T04:14Z [----] followers, [----] engagements


"chatGPT got a lobotomy for bio research (less tokens per answer) claude clearly much much better"  
[X Link](https://x.com/anthonystaj/status/2018056585428303936)  2026-02-01T20:19Z [----] followers, [----] engagements


"@Respekchemistry i figured they'd hit the ATM this morning but maybe they're feeling it out. and idk about no new trials they need to run another clinical PK study and test their new packaging. given that the FDA justified CRL with [--] or [--] pts having issues I'd say the bar is extremely high here"  
[X Link](https://x.com/anthonystaj/status/2018341846586364078)  2026-02-02T15:12Z [----] followers, [---] engagements


"@PatrickHeizer Confounded by socioeconomic status. Your immune system does not have a circadian rhythm"  
[X Link](https://x.com/anthonystaj/status/2018438929456992458)  2026-02-02T21:38Z [----] followers, [----] engagements


"@Sanctuary_Bio @A_May_MD How often do you change the stones My first round went well but my last batch of sharpens left me wanting. Also where do you get new ones OEM or other"  
[X Link](https://x.com/anthonystaj/status/2018509205771268485)  2026-02-03T02:17Z [----] followers, [---] engagements


"I'm not American. And this study was run in China. You don't have to get salty. Simply considering that China has a much higher manufacturing base and substantially higher hazard ratio for workplace exposure to lung insult could lead you to the answer. Chemicals mfg smelting metal fab.etc happens a lot more in China than other geographies https://twitter.com/i/web/status/2018569748045275164 https://twitter.com/i/web/status/2018569748045275164"  
[X Link](https://x.com/anthonystaj/status/2018569748045275164)  2026-02-03T06:18Z [----] followers, [---] engagements


"@BlueWinterMgmt Have you met everyone with cancer What if you're a patient who's using their last paycheck to pay for chemo Or a farmer who has to get back to their crops You'd be surprised at how hard some people work for a paycheck"  
[X Link](https://x.com/anthonystaj/status/2018829486624751925)  2026-02-03T23:30Z [----] followers, [----] engagements


"It is a timely coincidence that this headline came out yesterday with the circadian IO data. You know the patients of that study were from China but if you look at the co-authors and previous papers many patients were from France. Hmmm. No but randomization Anthony Retirees in France now have higher incomes than workers https://t.co/EtLzOlkure Retirees in France now have higher incomes than workers https://t.co/EtLzOlkure"  
[X Link](https://x.com/anthonystaj/status/2018885967021838768)  2026-02-04T03:14Z [----] followers, [----] engagements


"@unreal_dave Then this would be very good. I'm not married to my ideas I'm pragmatic. But I also think that this study could have been run in such a way as to resolve my concerns. If there is an underlying MoA that holds across a real population that would be great"  
[X Link](https://x.com/anthonystaj/status/2018901210464698596)  2026-02-04T04:15Z [----] followers, [---] engagements


"I agree actually. Gov sponsoring a company to make a generic drug we all need (like insulin or a rare disease drug) would be awesome Listen if a drug was worth patenting for a new indication chemists would tweak the original product and make a new molecular entity so they could patent it If ivermectin cured cancer someone would just tweak it and cure cancer and make hundreds of billions"  
[X Link](https://x.com/anthonystaj/status/1878464135316316592)  2025-01-12T15:28Z [----] followers, [----] engagements


"@avidresearch @DeepSouthDoctor It's competitive on safety because it's inert XENEs drug might actually do something"  
[X Link](https://x.com/anthonystaj/status/2012540004929589379)  2026-01-17T14:58Z [----] followers, [----] engagements


"Super great news for patients The mfg angle of this CART is super under appreciated imo. Dual CD19/ BCMA can really expand the use cases as well. Potentially massive win for AZ they honestly got this asset for a steal of a price https://www.reuters.com/markets/deals/aztrazeneca-buy-china-based-gracell-biotechnologies-12-bln-deal-2023-12-26/ https://www.reuters.com/markets/deals/aztrazeneca-buy-china-based-gracell-biotechnologies-12-bln-deal-2023-12-26/"  
[X Link](https://x.com/anthonystaj/status/1739661115380953114)  2023-12-26T14:55Z [----] followers, [--] engagements


"@GeneInvesting i think there will be real pushback from insurers to approve NTLA2001 for reimbursement in the presence of multiple alternative options. so if they do get approved their sales will be a lot lower/ stunted and i don't see the revenue pushing this company well past expectations"  
[X Link](https://x.com/anthonystaj/status/1750267803943219611)  2024-01-24T21:22Z [----] followers, [--] engagements


"@GeneInvesting tbh i should be asking you how you got your numbers. peak sales on Takhzyro are trending towards just under $2B. they have a patent until [----]. NTLA2002 is really not any better looking at the clinical readout. I think they take a chunk of that market but not most. "  
[X Link](https://x.com/anthonystaj/status/1750272469426987512)  2024-01-24T21:40Z [----] followers, [--] engagements


"@GeneInvesting and for NTLA2001 I just don't think it's a slam dunk for the reasons i gave in my other replies. good options on the market right now. multiple competitors further along than NTLA on this indication. approval not guaranteed and vyndaqel peak sales are $3B so far"  
[X Link](https://x.com/anthonystaj/status/1750273258253930951)  2024-01-24T21:43Z [----] followers, [--] engagements


"$capr history repeats itself often enough in these crowded shorts $sava $26-- $34 (+31%) day before crash $inmb $5 -- $12 (+140%) day before crash many such cases. if you think this is front-running on a good readout you are very new to investing and should look up what the SEC does to such leaks. the end is nigh"  
[X Link](https://x.com/anthonystaj/status/1995553271143170204)  2025-12-01T17:59Z [----] followers, 15.3K engagements

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