# ![@avidresearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::82162291.png) @avidresearch avidresearch

avidresearch posts on X about $ocul, $goss, $arwr, $mrk the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::82162291/interactions)
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- [--] Week [------] -14%
- [--] Month [-------] +6.60%
- [--] Months [---------] +156%
- [--] Year [---------] -3.90%

### Mentions: [--] [#](/creator/twitter::82162291/posts_active)
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- [--] Week [--] -2.90%
- [--] Month [---] +37%
- [--] Months [---] +104%
- [--] Year [-----] +42%

### Followers: [------] [#](/creator/twitter::82162291/followers)
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- [--] Week [------] +0.25%
- [--] Month [------] +0.95%
- [--] Months [------] +10%
- [--] Year [------] +17%

### CreatorRank: [-------] [#](/creator/twitter::82162291/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::82162291/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  39.09% [finance](/list/finance)  5.08% [cryptocurrencies](/list/cryptocurrencies)  2.54% [countries](/list/countries)  2.03% [currencies](/list/currencies)  2.03% [fashion brands](/list/fashion-brands)  1.52% [technology brands](/list/technology-brands)  1.52% [celebrities](/list/celebrities)  0.51%

**Social topic influence**
[$ocul](/topic/$ocul) #3, [$goss](/topic/$goss) #2, [$arwr](/topic/$arwr) 6.09%, [$mrk](/topic/$mrk) 5.58%, [$idya](/topic/$idya) 5.08%, [$mbx](/topic/$mbx) 4.57%, [$rvmd](/topic/$rvmd) 4.06%, [$crvs](/topic/$crvs) 4.06%, [$lly](/topic/$lly) 3.55%, [$slno](/topic/$slno) 3.55%

**Top accounts mentioned or mentioned by**
[@semodough](/creator/undefined) [@deepsouthdoctor](/creator/undefined) [@financebully](/creator/undefined) [@jeremyfalmouth](/creator/undefined) [@firebutworking](/creator/undefined) [@bananaoncology](/creator/undefined) [@hannibalspeaks](/creator/undefined) [@michaelrose102](/creator/undefined) [@biohazard3737](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@joserestonva](/creator/undefined) [@mysteriousmole1](/creator/undefined) [@aafree](/creator/undefined) [@kennydoesbio](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@trentkelp](/creator/undefined) [@buffalo51766917](/creator/undefined) [@scorpionfund](/creator/undefined) [@tallnfat](/creator/undefined) [@monacobiotech](/creator/undefined)

**Top assets mentioned**
[Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Merck & Co., Inc. (MRK)](/topic/$mrk) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Marblex (MBX)](/topic/$mbx) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Eli Lilly and Company (LLY)](/topic/$lly) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Novo-Nordisk (NVO)](/topic/$nvo) [IO Biotech, Inc. (IOBT)](/topic/$iobt) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [PepGen Inc. (PEPG)](/topic/$pepg) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Inhibikase Therapeutics, Inc. (IKT)](/topic/$ikt) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Synthetify (SNY)](/topic/$sny) [Sanofi (SNY)](/topic/sanofi) [AstraZeneca PLC (AZN)](/topic/$azn) [Salesforce Inc (CRM)](/topic/$crm) [Moderna Inc (MRNA)](/topic/$mrna) [uniQure N.V. (QURE)](/topic/$qure) [Seagen Inc (SGEN)](/topic/$sgen) [Incyte Corporation (INCY)](/topic/$incy) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Casper Network (CSPR)](/topic/$cspr) [Xilio Therapeutics, Inc. (XLO)](/topic/$xlo) [Olema Pharmaceuticals, Inc. (OLMA)](/topic/$olma) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Erasca, Inc.  (ERAS)](/topic/$eras) [Insmed, Inc. (INSM)](/topic/$insm) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Think we see either or both $GOSS $OCUL Topline next week"  
[X Link](https://x.com/anyuser/status/2021914199253987663)  2026-02-12T11:48Z 12K followers, [----] engagements


"Yay Now I can stay awake for next [--] hours. shorts cannot cover more. https://t.co/mEGG6FE4m8 shorts cannot cover more. https://t.co/mEGG6FE4m8"  
[X Link](https://x.com/avidresearch/status/2022436108983042298)  2026-02-13T22:21Z 12K followers, [----] engagements


"$XLO trading below cash and its lead asset is a masked anti-ctla4 (I actually like it for its pd-1/il-2 drug) has been cast aside. Has much better tolerability in combination with Atezolizumab (very few gr3. so a well tolerated CTLA-4) Maybe a re-rating https://ir.xiliotx.com/news-releases/news-release-details/xilio-therapeutics-present-phase-2-data-vilastobart-highlighting https://ir.xiliotx.com/news-releases/news-release-details/xilio-therapeutics-present-phase-2-data-vilastobart-highlighting"  
[X Link](https://x.com/avidresearch/status/1983885758185279567)  2025-10-30T13:16Z 12K followers, [----] engagements


"$OLMA assuming its up because Roche giredestrant adjuvant lidERA trial stopped at IA"  
[X Link](https://x.com/avidresearch/status/1990743241332043964)  2025-11-18T11:25Z 12K followers, [----] engagements


"$WVE definitely has [--] INHBE valuation built into it. 👇 Would argue its exon [--] drug should justify most of its current valuation. They will be submitting WVE-N531 NDA to FDA next year. Vyondys [--] from $SRPT and Viltepso from Nippon Shinyaku are [--] drugs approved for exon [--] DMD. Both collectively bring in about $250M-$300M/yr (Viltepso brought in $70.8M in H1 2025). There are no other late stage players. $WVE drug is vastly superior to both of these approved drugs (just look at dystrophin levels) and will be monthly dosing option(vs weekly for [--] approved drugs)"  
[X Link](https://x.com/avidresearch/status/1997991378895138933)  2025-12-08T11:27Z 12K followers, 11.3K engagements


"$GOSS Another data point highlighting how mild their ph2 study was. Among subjects treated with Seralutinib -baseline mean PVR was [---] dyne*s/cm5 in WHO class II subgroup vs [-----] dyne*s/cm5 in WHO class III (hilarious how their class III mean PVR was lower than Class II) -baseline mean NtproBNP was [-----] ng/L in WHO class II subgroup vs [---] ng/L in WHO class III (practically the same) Only difference in [--] subgroups was in 6MWT. Was [-----] in class II vs 372.4m in classs III group. Again assuming lung concentration of seralutinib is robust (preclinical showed 20x in lung vs plasma) this should"  
[X Link](https://x.com/avidresearch/status/2003855146967560583)  2025-12-24T15:47Z 12K followers, 28.9K engagements


"@Michaelrose102 @BioStocks @Biohazard3737 $IKT is good but not sure it escapes safety issues. Only room for it if inhaled imatinib (GOSS) is not positive. Part A data is 2H27 (interim safety readout in 1H 27). Long ways to go"  
[X Link](https://x.com/avidresearch/status/2003866828771336373)  2025-12-24T16:34Z 12K followers, [----] engagements


"Armageddon day Jan [--] $drug $arwr $apge and am sure more more by 7am tomorrow $DRUG Bright Minds to Announce Topline Results for BMB-101 Phase [--] Trial in Absence Seizures and Developmental and Epileptic Encephalopathies on Tuesday January [--] [----] BioPharmCatalyst https://t.co/nKrWdt7wfX $DRUG Bright Minds to Announce Topline Results for BMB-101 Phase [--] Trial in Absence Seizures and Developmental and Epileptic Encephalopathies on Tuesday January [--] [----] BioPharmCatalyst https://t.co/nKrWdt7wfX"  
[X Link](https://x.com/avidresearch/status/2008297878003847334)  2026-01-05T22:01Z 12K followers, [----] engagements


"$DTIL PBGENE-DMD expecting IND clearance in Q1 [----] for Phase 1/2 FUNCTION-DMD study with initial data from multiple patients expected in 2026"  
[X Link](https://x.com/avidresearch/status/2010690343176384925)  2026-01-12T12:28Z 12K followers, [----] engagements


"many pan-KRAS inhibitors just became worthless. $RVMD is a juggernaut. Wait what's this $RVMD RM-055 thing https://t.co/Zpi8N7MRqc Wait what's this $RVMD RM-055 thing https://t.co/Zpi8N7MRqc"  
[X Link](https://x.com/avidresearch/status/2010787070588199112)  2026-01-12T18:52Z 12K followers, [----] engagements


"@DeepSouthDoctor Isnt $bhvn drug competitive (better safety) Think their ph3 results are due this year as well"  
[X Link](https://x.com/avidresearch/status/2012376139390398894)  2026-01-17T04:07Z 12K followers, [----] engagements


"@DeepSouthDoctor Sry . was implying $bhvn competing with $xene (unrelated to $crvs)"  
[X Link](https://x.com/avidresearch/status/2012392525491732515)  2026-01-17T05:12Z 12K followers, [----] engagements


"Agree $CRVS Their safety database is much bigger than $KYMR and their AD data is placebo controlled. Post 28-day treatment data is very impressive and hinting at disease modification. Warrants re-rating IMO. Think safety will hold up given the impact on TREGS (dont ask me the science behind it 😁) https://twitter.com/i/web/status/2013596850746515805 https://twitter.com/i/web/status/2013596850746515805"  
[X Link](https://x.com/avidresearch/status/2013596850746515805)  2026-01-20T12:57Z 12K followers, [---] engagements


"@Banana_Oncology $KYMR not likely to work in dupi resistant subjects and its not disease modifying. Think $CRVS should be $KYMR in long term"  
[X Link](https://x.com/avidresearch/status/2013622932228985182)  2026-01-20T14:41Z 12K followers, [----] engagements


"$RVMD $MRK likely bickering over how to value RMC-055 Missed this preclinical data from Revolution Medicines. A new class of RAS(ON) inhibitors that overcomes acquired resistance to Daraxonrasib. All [--] models have mutant KRAS amplification (which confers Daraxonrasib resistance) & RM-055 flattens the growth curve 😳 https://t.co/5QR6j9kQI6 Missed this preclinical data from Revolution Medicines. A new class of RAS(ON) inhibitors that overcomes acquired resistance to Daraxonrasib. All [--] models have mutant KRAS amplification (which confers Daraxonrasib resistance) & RM-055 flattens the growth"  
[X Link](https://x.com/avidresearch/status/2013701098020688158)  2026-01-20T19:52Z 12K followers, [----] engagements


"So $KYMR can go to $6B based on single arm data but they cant even rate $CRVS more than $2-$2.5B Maybe they should actually listen to the call. $CRVS PT raised to - $32 at Oppenheimer $28 at Barclays $27 at HCW $20 at Mizuho $CRVS PT raised to - $32 at Oppenheimer $28 at Barclays $27 at HCW $20 at Mizuho"  
[X Link](https://x.com/avidresearch/status/2013771624529465622)  2026-01-21T00:32Z 12K followers, [----] engagements


"not having treatment related AE discontinuations abnormal labs (from PTCL subjects treated longer than a year) is something not to be discounted. Also $CRVS increases Tregs and STAT6 based $KYMR drug does not. Thats actually a safety advantage IMO (becoming a fan of Tregs in autoimmune). Lets see how this pans out over time. https://twitter.com/i/web/status/2013795648911343725 https://twitter.com/i/web/status/2013795648911343725"  
[X Link](https://x.com/avidresearch/status/2013795648911343725)  2026-01-21T02:07Z 12K followers, [---] engagements


"$CRVS $KYMR While stat6 orals are attractive they focus on Th2 inflammation similar to Dupi implying they are an oral alternative to Dupi 1) in moderate to severe AD 50% dont reach target goal and the data from Soquelitinib in this group (dupi resistant) is truly remarkable 2) in moderate to severe asthma subjects Dupi works well in about 50% of them (Eosinophils = [---] cells/L or FeNO = [--] ppb) So stat6 while a good oral alternative to Dupi will likely not be effective beyond this subgroup. The rest of the group is open for Soquelitinib. ITK can have a chunk of moderate-severe AD and Asthma"  
[X Link](https://x.com/avidresearch/status/2013940934019317908)  2026-01-21T11:45Z 12K followers, 10.1K engagements


"Soquelitinib as if it has the efficacy of Dupi the safety of aspirin and the convenience of a QD pill. I will say market is not treating this as a safe as aspirin and is actually appropriately priced IMO for reasons below 1) extremely impressive efficacy (no denying that). If they carefully selected subjects that are Th2 biased why did it show such impressive efficacy in Dupi failures 2) market still thinks long term safety is TBD otherwise it will be trading much higher. 3) I think once a day dosing data at wk12 actually could be highly competitive and would not rule out twice daily for"  
[X Link](https://x.com/avidresearch/status/2015092561266806972)  2026-01-24T16:01Z 12K followers, 19.9K engagements


"$RVMD talks could resume Tomorrow is going to be interesting probably great chance to buy the $RVMD dip (probably $TNGX too) tomorrow Is this a good/bad news for $ERAS though What else Pembro combination partner $MRK would like to acquire now Tomorrow is going to be interesting probably great chance to buy the $RVMD dip (probably $TNGX too) tomorrow Is this a good/bad news for $ERAS though What else Pembro combination partner $MRK would like to acquire now"  
[X Link](https://x.com/avidresearch/status/2015522028099354991)  2026-01-25T20:27Z 12K followers, 19.5K engagements


"This M&A is definitely on the back burner .for now. $RVMD is just getting started IMO. Below are some Midcaps (not oncology but doesnt matter) with high valuations and no specific M&A rumors associated with them. $ARGX $50B $INSM is trading at $33B $ALNY is $47.3B Estimates for 2L PDAC are 67K in US 75K in EU and 48K in Japan. Think $RVMD should be valued $30B Someone explain why Daraxonrasib (RMC-6236) will not be used extensively as soon as its approved https://twitter.com/i/web/status/2015579902125248976 https://twitter.com/i/web/status/2015579902125248976"  
[X Link](https://x.com/avidresearch/status/2015579902125248976)  2026-01-26T00:17Z 12K followers, [---] engagements


"Since $MRK is taking a break from $RVMD its a good time for a poll. RASolute [---] phase [--] in pancreatic cancer final Analysis is guided for H1 this year. When will the pre-planned interim analysis (typically at 50% of final events) occur January (Undeway now) February April March January (Undeway now) February April March"  
[X Link](https://x.com/avidresearch/status/2016197963740053976)  2026-01-27T17:13Z 12K followers, [----] engagements


"@financebully @HOThomasWPhelps $SNY should not waste time and $ on amlitelimab and just call $CRVS More than a 50% chance they can find Dupi [---] in SQ"  
[X Link](https://x.com/avidresearch/status/2016911729842618589)  2026-01-29T16:30Z 12K followers, [----] engagements


"@JoseRestonVA @HOThomasWPhelps Knew you meant Sanofi. Tough spot to be in but i really think it does not have an attractive commercial profile (not being Dupi is not enough)"  
[X Link](https://x.com/avidresearch/status/2018329850143015239)  2026-02-02T14:25Z 12K followers, [---] engagements


"If AZN drug shows that hemdynamic benefits are durable why would $TECX only go up 25% would essentially de risk efficacy for once a month SQ. Huge for $TECX No one knows about this March [----] article yet. Proves $LLY's trial failure was a one-off & validates $TECX. https://t.co/ibgftLFzF8 Wells Fargo: Shares go 25%+ on a positive AZN readout & 5-10x on a positive Phase [--] TX45 readout. Hold on tight https://t.co/DeOoUcrjLF Huge for $TECX No one knows about this March [----] article yet. Proves $LLY's trial failure was a one-off & validates $TECX. https://t.co/ibgftLFzF8 Wells Fargo: Shares go"  
[X Link](https://x.com/avidresearch/status/2018417205747093522)  2026-02-02T20:12Z 12K followers, [----] engagements


"$MRK WINREVAIR Q4 sales are $467M. Monster drug. Disease modifying drugs will expand the PAH market as late stage subjects live longer. $GOSS . whats that 6MWT benefit going to be"  
[X Link](https://x.com/avidresearch/status/2018651240994066664)  2026-02-03T11:42Z 12K followers, [----] engagements


"@MysteriousMole1 Agree. $IKT thesis assumes systemic treatment is necessary. Am still not in that camp"  
[X Link](https://x.com/avidresearch/status/2018666771843252580)  2026-02-03T12:43Z 12K followers, [---] engagements


"@Bios_n_Techs I am not close to $OCUL story but am leaning positive. Management knows this space extremely well as evident from the [--] phase [--] study designs (getting SPA was smart). So its just a bet on management. I have a small position"  
[X Link](https://x.com/avidresearch/status/2018839076196307046)  2026-02-04T00:08Z 12K followers, [----] engagements


"@semodough $rvmd 😂 but the company is open to go bigger if the science and fundamentals represent the right fit/approach to drive value creation"  
[X Link](https://x.com/avidresearch/status/2019020850830229664)  2026-02-04T12:10Z 12K followers, [----] engagements


"How is this legal $HIMS $NVO *NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY this company is cursed *NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY this company is cursed"  
[X Link](https://x.com/avidresearch/status/2019414724908085411)  2026-02-05T14:16Z 12K followers, 18.5K engagements


"$FULC . 30% cure rate with a pill Vertexs CRISPR treatment for sickle cell disease hits unexpected roadblock https://t.co/j1w0mBw6ia $vrtx $beam Vertexs CRISPR treatment for sickle cell disease hits unexpected roadblock https://t.co/j1w0mBw6ia $vrtx $beam"  
[X Link](https://x.com/avidresearch/status/2019421227518218702)  2026-02-05T14:41Z 12K followers, [----] engagements


"$OCUL primary endpoint is at wk36 and secondary is at week [--]. They have delayed unblinding entire study until all ITT subjects complete week [--]. There is nothing odd about it and this decision was made earlier and communicated by management. $GOSS also has a primary at month [--] but they delayed unblinding to accommodate at least [---] sbjs reaching month [--] (help strengthen package and commercial case). This is perfectly by the book regardless of final outcomes for these [--] studies. https://twitter.com/i/web/status/2019454277211861255 https://twitter.com/i/web/status/2019454277211861255"  
[X Link](https://x.com/avidresearch/status/2019454277211861255)  2026-02-05T16:53Z 12K followers, [----] engagements


"$idya You know whats un-American Ill tell you. Companies that offer embargoed Monday news during the Super Bowl. Im not kidding You know whats un-American Ill tell you. Companies that offer embargoed Monday news during the Super Bowl. Im not kidding"  
[X Link](https://x.com/avidresearch/status/2020822626667516191)  2026-02-09T11:30Z 12K followers, [----] engagements


"@a_a_free GOSS/OCUL are 2nd half of Feb IMO. $idya $nktr $avbp more likely"  
[X Link](https://x.com/avidresearch/status/2020825298028380289)  2026-02-09T11:41Z 12K followers, [----] engagements


"$LLY acquiring Orna Therapeutics Inc"  
[X Link](https://x.com/avidresearch/status/2020830251455226347)  2026-02-09T12:00Z 12K followers, [----] engagements


"@Kennydoesbio Most drugs approved for PAH are not disease modifying (I see your point though)"  
[X Link](https://x.com/avidresearch/status/2021177998741831843)  2026-02-10T11:02Z 12K followers, [----] engagements


"@Kennydoesbio Also where is the data showing AZD3427 even lowered PVR meaningfully $TECX $AZN"  
[X Link](https://x.com/avidresearch/status/2021180340459405700)  2026-02-10T11:11Z 12K followers, [----] engagements


"$TECX $AZN Maybe AZ3427 was not the best Relaxin agonist"  
[X Link](https://x.com/avidresearch/status/2021191904394670437)  2026-02-10T11:57Z 12K followers, [----] engagements


"@houndcl I wish they set they rescue criteria at a ETDRS loss of [--] vs 15"  
[X Link](https://x.com/avidresearch/status/2021355673532141836)  2026-02-10T22:48Z 12K followers, [---] engagements


"@JeremyFalmouth @houndcl When did Pravin make the 80% comment At earnings call"  
[X Link](https://x.com/avidresearch/status/2021391181859746060)  2026-02-11T01:09Z 12K followers, [--] engagements


"This is infuriating. The complete stunner here is at no point in any of this did anybody say that it was not adequate. An unacceptable level of uncertainty for innovators to bring new medicines to patients. https://t.co/8n3Sxn9ufk The complete stunner here is at no point in any of this did anybody say that it was not adequate. An unacceptable level of uncertainty for innovators to bring new medicines to patients. https://t.co/8n3Sxn9ufk"  
[X Link](https://x.com/avidresearch/status/2021398588551729537)  2026-02-11T01:39Z 12K followers, [----] engagements


"$DTIL very different approach vs standard gene therapies for DMD. Aiming for near full length dystrophin (Becker like phenotype) No clue why it trades so cheap. https://www.businesswire.com/news/home/20260211634383/en/Precision-BioSciences-Receives-U.S.-FDA-Clearance-of-Investigational-New-Drug-Application-for-First-in-Class-PBGENE-DMD-for-Treatment-of-Duchenne-Muscular-Dystrophy"  
[X Link](https://x.com/avidresearch/status/2021557266630033738)  2026-02-11T12:09Z 12K followers, [----] engagements


"Actually. think pill is a great option for weight loss maintenance $nvo $lly The first highly anticipated GLP-1 pill is here but physicians aren't sure it has the staying power of the injections. $NVO $LLY $VKTX https://t.co/ibntlX2kzm The first highly anticipated GLP-1 pill is here but physicians aren't sure it has the staying power of the injections. $NVO $LLY $VKTX https://t.co/ibntlX2kzm"  
[X Link](https://x.com/anyuser/status/2021716551003439254)  2026-02-11T22:42Z 12K followers, [----] engagements


"AI impact on SAAS might be similar to impact of internet on retail stores I.e those who adapted survived (Macys) while many others perished (circuit city sears toys R US) and that took years to play out"  
[X Link](https://x.com/anyuser/status/2022139787613024401)  2026-02-13T02:44Z 12K followers, [----] engagements


"@hannibalspeaks what does disease modifying look like for you in AD"  
[X Link](https://x.com/avidresearch/status/2022298291380093352)  2026-02-13T13:14Z 12K followers, [---] engagements


"$OCUL entered quite period in December for a Q1 readout while $GOSS CEO is out chilling at PVR (Jan 28-Feb 1) with data due in few weeks.😂 @Fin_Eng_Net CEO smiling way too much. $GOSS According to width of smile 6MWD will be near to 30M. + Job postings gives high confidence heading into readout. PoS 90%. 😂 https://t.co/7AsfNJi2nT @Fin_Eng_Net CEO smiling way too much. $GOSS According to width of smile 6MWD will be near to 30M. + Job postings gives high confidence heading into readout. PoS 90%. 😂 https://t.co/7AsfNJi2nT"  
[X Link](https://x.com/avidresearch/status/2018763694411329803)  2026-02-03T19:09Z 12K followers, 11.2K engagements


"$OCUL $GOSS Ph3 studies for [--] TKI's one for the eye and one for the lung will read out in 2n half of February"  
[X Link](https://x.com/avidresearch/status/2019386059956572421)  2026-02-05T12:22Z 12K followers, [----] engagements


"$OCUL we likely see top line during the week of Feb [--] and detailed presentation at Macula Society conference (25-28th)"  
[X Link](https://x.com/avidresearch/status/2019439129633911127)  2026-02-05T15:53Z 12K followers, [----] engagements


"$OCUL Week [--] results for the SOL-1 trial are expected to be presented at the 49th Macula Society Annual Meeting Is it possible that we get primary endpoint data (week 36) with top line but week [--] secondary endpoint (alpha protected) results will be presented at the conference https://twitter.com/i/web/status/2019600529278591460 https://twitter.com/i/web/status/2019600529278591460"  
[X Link](https://x.com/avidresearch/status/2019600529278591460)  2026-02-06T02:34Z 12K followers, [----] engagements


"@semodough $OCUL so if pbo rate is close to 50-60% (as some bears suggest) then active arm could be close to a perfect score 90-100% . thats still a big 🏆"  
[X Link](https://x.com/avidresearch/status/2019855260798357575)  2026-02-06T19:26Z 12K followers, [----] engagements


"$OCUL Make what you will of this "The alarming signals would be if it was -- if there are a whole bunch of rescues very early or a whole bunch of rescues very late and that's not happening. We're very very happy with the pattern of rescues.""  
[X Link](https://x.com/avidresearch/status/2020162186153271623)  2026-02-07T15:46Z 12K followers, [----] engagements


"$GOSS phase [--] vs $AVTE ph2 (failed study) baseline characteristics. Baseline PVR for PROSERA ph3 likely to be 800-900 dynes range"  
[X Link](https://x.com/avidresearch/status/2020874417639731321)  2026-02-09T14:56Z 12K followers, [----] engagements


"@RNAiAnalyst @RealTradingNick Why are you expecting p-values when its clear market is not expecting that from a ph2 maintenance study"  
[X Link](https://x.com/avidresearch/status/2021322558826532993)  2026-02-10T20:37Z 12K followers, [---] engagements


"$lxeo NP. Really like this management. $LXEO Lexeo Therapeutics Announces Research Collaboration to Explore Targeted Cardiac Delivery of AAV Gene Therapy BioPharmCatalyst https://t.co/CAezWEMNJD $LXEO Lexeo Therapeutics Announces Research Collaboration to Explore Targeted Cardiac Delivery of AAV Gene Therapy BioPharmCatalyst https://t.co/CAezWEMNJD"  
[X Link](https://x.com/avidresearch/status/2009236061747130376)  2026-01-08T12:09Z 12K followers, [----] engagements


"$OCUL who cares about placebo rate. if active arm can keep most (80-90%) at bay thru month [--] it becomes a TREAT AND FORGET for 6-9 months option. Retinal specialists will love that. Onto Topline "  
[X Link](https://x.com/avidresearch/status/2019422418268467579)  2026-02-05T14:46Z 12K followers, [----] engagements


"$OCUL Phase [--] the formulation change could have a bigger impact"  
[X Link](https://x.com/avidresearch/status/2019500666981355622)  2026-02-05T19:57Z 12K followers, [----] engagements


"$GOSS interesting take "distribution-of-outcomes event rather than a binary one" $GOSS HCW deep dive out Key Takeaways PROSERA is not a binary eventinterpretability will drive the rerate. Effect size placebo behavior and coherence across endpoints will matter as much as statistical significance. The most important risk is placebo variability not $GOSS HCW deep dive out Key Takeaways PROSERA is not a binary eventinterpretability will drive the rerate. Effect size placebo behavior and coherence across endpoints will matter as much as statistical significance. The most important risk is placebo"  
[X Link](https://x.com/avidresearch/status/2021212778501963893)  2026-02-10T13:20Z 12K followers, 15K engagements


"$OCUL The ALTAIR study of EYLEA using [--] loading doses prior to following via treat-and-extend in trt naive subjects might offer some insight (not enriched for VEGF responders) . The % of those who could never extend their treatment beyond 8-week was in the 20s range. These are subjects who will likely lose [--] ETDRS if left untreated by month [--] Not sure if this % would be higher if enriched for VEGF responders (or lower). "The proportion of patients who stayed at an 8-week injection interval who never had an extension was 27.6% (n = 34) in the IVT-AFL-2W group and 22.0% (n = 27) in the"  
[X Link](https://x.com/avidresearch/status/2021350662886379972)  2026-02-10T22:28Z 12K followers, [----] engagements


"@failed_drugs @JeremyFalmouth @houndcl Thats where am landing as well"  
[X Link](https://x.com/avidresearch/status/2021395977215803418)  2026-02-11T01:28Z 12K followers, [---] engagements


"@AaronRosenblum5 $UPB data not bad. $APGE rewarded for that but no luck for $UPB"  
[X Link](https://x.com/avidresearch/status/2021611210416816335)  2026-02-11T15:44Z 12K followers, [----] engagements


"@trentkelp $OCUL $GOSS"  
[X Link](https://x.com/avidresearch/status/2022106155888390396)  2026-02-13T00:30Z 12K followers, [----] engagements


"$CRM outside of GFC this drawdown is very close to its worst ever (2021-2022). Close to a bottom"  
[X Link](https://x.com/anyuser/status/2022281158713561559)  2026-02-13T12:06Z 12K followers, [----] engagements


"@Buffalo51766917 $GOSS agree median is better. Look at median for NtproBNp. Half their subjects had the lowest NtproBNp values seen among PAH studies. Support managements thesis they enrolled mild subjects in ph2"  
[X Link](https://x.com/avidresearch/status/2022321395783389615)  2026-02-13T14:46Z 12K followers, [----] engagements


"$OCUL anyone who knows treat and extend highly desired by retinal specialists knows this is not entirely about the control arm (control arm role is to establish statistical significance to facilitate a superiority label). It is mostly about how high the % of those that can delay eye injection by 9-12 months using Axpaxli. Why Because if its 80-90% then they can tell their patients that they dont need to worry about next injection for a longggg time. This is so much better than SOC (eyelea LD HD Vabysmo). So dont waste time thinking about just one injection of Eylea after loading doses as not"  
[X Link](https://x.com/anyuser/status/2023063752568983938)  2026-02-15T15:55Z 12K followers, [----] engagements


"@firebutworking The SOL-R will go after the usual non inferior claims and I for one dont mind a superiority claim that can help with reimbursement in a highly competitive field"  
[X Link](https://x.com/avidresearch/status/2023068724563948017)  2026-02-15T16:15Z 12K followers, [---] engagements


"One was vaccine study done by $MRNA (we know the anti vaccine sentiment behind this) that didnt have a SPA to a solid SPA evaluation done by $OCUL for an eye indication. There is absolutely no read thru from one to the other. Btw: also disagree with how FDA completely bungled the $MRNA submission. That did not deserve a RTF. https://twitter.com/i/web/status/2023152089032208488 https://twitter.com/i/web/status/2023152089032208488"  
[X Link](https://x.com/avidresearch/status/2023152089032208488)  2026-02-15T21:47Z 12K followers, [---] engagements


"Guide is still Feb. Think some analysts were speculating mid-late. Understand they had to delay Topline to accommodate N [---] sbjs with week [--] data for 6MWT but last subject last visit for that was Dec 22nd (and week [--] the primary endpoint final visit was in late Nov). They really need to get this out. Slightly overdue IMO"  
[X Link](https://x.com/avidresearch/status/2023205757559140612)  2026-02-16T01:20Z 12K followers, [---] engagements


"$IOBT tail of OS curve has some strong hints that mOS benefit from this IO combo (know for long tails) could be very clinically meaningful. Between the mOS for pembro control arm is very much tracking the 1L pivotal study ran by $MRK"  
[X Link](https://x.com/avidresearch/status/1955009865140822209)  2025-08-11T20:54Z 10.9K followers, [----] engagements


"$IDYA must watch. : Well be talking synthetic lethality with IDEAYA Biosciences CEO Yujiro Hata. Tune in later this afternoon. https://t.co/wo4KEQjSU2 : Well be talking synthetic lethality with IDEAYA Biosciences CEO Yujiro Hata. Tune in later this afternoon. https://t.co/wo4KEQjSU2"  
[X Link](https://x.com/avidresearch/status/1955367695257579607)  2025-08-12T20:36Z 10.9K followers, [----] engagements


"$IDYA 2nd line SCLC mPFS benchmark (DLL3) to watch is [---] months (from DeLLphi-304)"  
[X Link](https://x.com/avidresearch/status/1955600149415366928)  2025-08-13T11:59Z 10.9K followers, [----] engagements


"Trodelvy sales annualizing at $1.5B - Diarrhea: Diarrhea occurred in 64% of all patients treated with TRODELVY. Grade 3-4 diarrhea occurred in 11% of patients. $CTMX"  
[X Link](https://x.com/avidresearch/status/1955623932436128098)  2025-08-13T13:34Z 11K followers, [----] engagements


"$SPRO interesting take"  
[X Link](https://x.com/avidresearch/status/1955631842444575078)  2025-08-13T14:05Z 11K followers, [----] engagements


"@17thfellow @jeromeleonard5 Its 1PM EST $IDYA"  
[X Link](https://x.com/avidresearch/status/1955653785923326199)  2025-08-13T15:32Z 10.9K followers, [---] engagements


"So much energy wasted on this clown show. It's ridiculous this was even necessary. The Annals of Internal Medicine has rejected HHS Secretary RFK Jr's demand to retract the Danish vaccine study of [---] million children finding 'no evidence of scientific misconduct.' (1/2) https://t.co/2Ljg7hEozJ" It's ridiculous this was even necessary. The Annals of Internal Medicine has rejected HHS Secretary RFK Jr's demand to retract the Danish vaccine study of [---] million children finding 'no evidence of scientific misconduct.' (1/2) https://t.co/2Ljg7hEozJ""  
[X Link](https://x.com/avidresearch/status/1955693297164325147)  2025-08-13T18:09Z 10.9K followers, [----] engagements


"$CTMX @jfais20 @JoseRestonVA Biggest positives and in my opinion most overlooked: (1) 94% DCR as *monotherapy* ie. no bev. Adding bev could put up big numbers. Btw fruq absolutely needs bev to be useful. (2) appears highly active in liver mets other 3L+ tx do nothing to shrink those. Very painful. @jfais20 @JoseRestonVA Biggest positives and in my opinion most overlooked: (1) 94% DCR as *monotherapy* ie. no bev. Adding bev could put up big numbers. Btw fruq absolutely needs bev to be useful. (2) appears highly active in liver mets other 3L+ tx do nothing to shrink those. Very painful"  
[X Link](https://x.com/avidresearch/status/1955810548752286204)  2025-08-14T01:55Z 11K followers, [----] engagements


"$IOBT 🧵 1L Melanoma is mostly dominated by Nivo plus Opdualag combo (gaining traction) and is current annualized sales are at $1.13B. Keytruda mono has some usage but is still part of SOC for 1L melanoma"  
[X Link](https://x.com/avidresearch/status/1956023349856854061)  2025-08-14T16:01Z 10.9K followers, [----] engagements


"$IOBT Additionally in Pd1-ve Cylembio+pembro showed mPFS of [----] months (could change slightly as data mature) looks competitive vs $REGN fianlimab +cemiplimab ph2 data which showed [---] months. Real chance Cylembio+pembro could become go to drug for PD1-ve group (if approved) In Pd1 -ve subgroup Cylembio+pembro showed mPFS of [----] m vs [--] m for Pembro mono. This delta compares very favorably to Nibo+Opdualag mPFS of [---] m mvs [---] m for Nivo In Pd1 -ve subgroup Cylembio+pembro showed mPFS of [----] m vs [--] m for Pembro mono. This delta compares very favorably to Nibo+Opdualag mPFS of [---] m mvs 2.9"  
[X Link](https://x.com/avidresearch/status/1956305940971405687)  2025-08-15T10:44Z 11K followers, [----] engagements


"$SMMT Ivo+chemo vs chemo in 2L NSCLC -China study ; HR for OS=0.79 and debate on whether thats stat sig. Mktcap=$20B $IOBT preliminary HR for OS in 1L Melanoma =0.79 (data need to mature and given IO MOA HR likely to get better). Mkt cap=$113M 😳 Thanks @Banana_Oncology"  
[X Link](https://x.com/avidresearch/status/1960674927645704545)  2025-08-27T12:05Z 11K followers, [----] engagements


"$nvo $lly Interesting. Any explanation for this $NVO $LLY Interesting. Any explanation for this $NVO $LLY"  
[X Link](https://x.com/avidresearch/status/1962126630211420549)  2025-08-31T12:13Z 10.9K followers, [----] engagements


"$NVO acting like shitco. Are they that desperate @ResearchPulse1 @tuduni90782 This is downright junk data/analysis from $NVO. $LLY surmount-5 is an actual randomized study and shows clear CVOT superiority of $LLYs tirzepatide (new data from today). @ResearchPulse1 @tuduni90782 This is downright junk data/analysis from $NVO. $LLY surmount-5 is an actual randomized study and shows clear CVOT superiority of $LLYs tirzepatide (new data from today)"  
[X Link](https://x.com/avidresearch/status/1962247372206981629)  2025-08-31T20:13Z 11K followers, [----] engagements


"$IDYA while ORR is impressive think mPFS is more relevant metric. At dose levels [---] mg/kg it looks like mPFS = [--] mnths [---] month median progression free survival (PFS) across all lines of SCLC across all dose levels (2.4 mg/kg); mPFS not reached in 2L SCLC patients"  
[X Link](https://x.com/avidresearch/status/1964724155556970517)  2025-09-07T16:15Z 11.3K followers, [----] engagements


"@eurofighta @financebully $IDYA seems to have lowest discontinuation rate due to trt (2%) among all DLL3 drugs. Best efficacy and safety"  
[X Link](https://x.com/avidresearch/status/1964725456026120568)  2025-09-07T16:20Z 11.3K followers, [---] engagements


"Lets see if RFK Jr will ever produce any data to support his claims on covid vaccine and autism"  
[X Link](https://x.com/avidresearch/status/1964810024083227075)  2025-09-07T21:56Z 11K followers, [----] engagements


"@badinvestor99 There were [--] other press releases today by $IDYA besides dll3 asset. Just a classic sell the R&D day IMO. Thesis for various drugs very much intact with ph3 read out in MUM in a few months kickstarting the next phase of this company"  
[X Link](https://x.com/avidresearch/status/1965141622758539300)  2025-09-08T19:54Z 11.3K followers, [---] engagements


"lol $SLNO seriously BTFD @semodough FAERS on $SLNO @semodough FAERS on $SLNO"  
[X Link](https://x.com/avidresearch/status/1965799527681777758)  2025-09-10T15:28Z 11K followers, [----] engagements


"Lack of clinical context on this take on $SLNO is jarring"  
[X Link](https://x.com/avidresearch/status/1965852924749427152)  2025-09-10T19:00Z 11.2K followers, [----] engagements


"@HASurfer297 @Banana_Oncology What toxicity Monotherapy tox much better than current SOC. $RVMD"  
[X Link](https://x.com/avidresearch/status/1965923715453251990)  2025-09-10T23:41Z 11.2K followers, [---] engagements


"@SnupSnus @FidelisAurelius @sciencescanner Mean age of those enrolled was [--] years. Those kids have years of muscle atrophy. Intervening at that point with disease modifying drug will likely preserve rather than reverse"  
[X Link](https://x.com/avidresearch/status/1965962177321259076)  2025-09-11T02:14Z 11K followers, [---] engagements


"$SLNO for context the mean weight from their clinical trials was 136lbs (vs the one who died who weighed [---] lbs). Clearly this real world subject had a lot of comorbidities $SLNO The deceased patient had a history of lymphedema superficial thrombophlebitis and obesity weighing [---] pounds and reportedly died from an apparent pulmonary embolus $SLNO The deceased patient had a history of lymphedema superficial thrombophlebitis and obesity weighing [---] pounds and reportedly died from an apparent pulmonary embolus"  
[X Link](https://x.com/avidresearch/status/1966106674722177227)  2025-09-11T11:48Z 11.3K followers, [----] engagements


"Why does this short report argue for denying a highly effective drug for PWS completely Shouldnt argument be stop it for those with high grade edema as side effect while allowing the rest ( 60-70%) to benefit from it $SLNO Isnt that right way to frame risk benefit"  
[X Link](https://x.com/avidresearch/status/1966262127121019058)  2025-09-11T22:06Z 11.3K followers, [----] engagements


"$SLNO relentless selling for [--] days"  
[X Link](https://x.com/avidresearch/status/1967948018507976775)  2025-09-16T13:45Z 11.3K followers, [----] engagements


"Give credit for some points made by @ScorpionFund but I dont think he understands them in-depth. $SLNO Good points made here by someone who lives and breathes biotechs.👇 https://x.com/biotechch/status/1966551276881064148s=46 $SLNO @bigpharmaguy accuses us of lying but doesnt seem to understand FAERS drug nomenclature or defamation - an imbecile-level tweet for someone whose profile says they do long/short healthcare. Our tweet explicitly referenced the total number of cases for VYKAT XR/diazoxide https://t.co/32sj64xq8l https://x.com/biotechch/status/1966551276881064148s=46 $SLNO"  
[X Link](https://x.com/avidresearch/status/1968059501216772206)  2025-09-16T21:08Z 11.3K followers, [----] engagements


"$SNY $MLTX Placebo effect starting to creep up in HS as well versus 22% with placebo Pbo HiSCR75 in teens in prior trials. $SNY Sanofis brivekimig achieved positive results in hidradenitis suppurativa in phase 2a study. $MLTX https://t.co/fCEnVrNP9U $SNY Sanofis brivekimig achieved positive results in hidradenitis suppurativa in phase 2a study. $MLTX https://t.co/fCEnVrNP9U"  
[X Link](https://x.com/avidresearch/status/1968304992038928855)  2025-09-17T13:24Z 11.3K followers, [----] engagements


"@a_a_free $MLTX Vela-2 primary completion was in July. Tempted to think we could see VELA-2 topline at EADV as late breaker but ph3 is material news and it would be odd to not press release it earlier. Not sure what they will be presenting at EADV. Long term data from ph2 study"  
[X Link](https://x.com/avidresearch/status/1968332610465378795)  2025-09-17T15:13Z 11.1K followers, [---] engagements


"$LLY egg on their face $NKTR data update just now exceeded even my bullish expectations/hopes. Here's a breakdown of the situation and relevant data (the end is the best part) 👇👇👇 Most of the presentation today is just the P2b data that we already had. ❓So what's new❓ $NKTR ran an "escape arm" https://t.co/UF8pWrHOGE $NKTR data update just now exceeded even my bullish expectations/hopes. Here's a breakdown of the situation and relevant data (the end is the best part) 👇👇👇 Most of the presentation today is just the P2b data that we already had. ❓So what's new❓ $NKTR ran an "escape arm""  
[X Link](https://x.com/avidresearch/status/1968683160679391292)  2025-09-18T14:26Z 11.2K followers, [----] engagements


"If misleading statement is the new standard then we have kissed freedom of speech good bye. Charlie Kirk would be opposed to that. Wow. HHSFCC all being weaponized. Quite sad more than scary Wow. HHSFCC all being weaponized. Quite sad more than scary"  
[X Link](https://x.com/avidresearch/status/1968684793702289840)  2025-09-18T14:33Z 11.1K followers, [----] engagements


"Causing FEAR using FAERS. $SLNO"  
[X Link](https://x.com/avidresearch/status/1968747669951574238)  2025-09-18T18:43Z 11.3K followers, 21K engagements


"Nice $MBX 🧵 $MBX The chart shows the *daily* sc administration of MBX [----] in *parathyroidectomy rat* for [--] days. 25/40 nmol/kg led to overshoot of sCa. However there is an aggressive feedback on the sCa once the drug is withdrawn. The t1/2 of active metabolite in rat is about 70h. 1/ https://t.co/ptNRsBQmn5 $MBX The chart shows the *daily* sc administration of MBX [----] in *parathyroidectomy rat* for [--] days. 25/40 nmol/kg led to overshoot of sCa. However there is an aggressive feedback on the sCa once the drug is withdrawn. The t1/2 of active metabolite in rat is about 70h. 1/"  
[X Link](https://x.com/avidresearch/status/1969715613661884814)  2025-09-21T10:49Z 11.2K followers, [----] engagements


"$MBX unusual to see high placebo rate in this population"  
[X Link](https://x.com/avidresearch/status/1970085128744370597)  2025-09-22T11:17Z 11.2K followers, [----] engagements


"$MBX has long acting peptide platform for obesity. Todays data is a clearing event 😂"  
[X Link](https://x.com/avidresearch/status/1970090611245027382)  2025-09-22T11:39Z 11.2K followers, [----] engagements


"@BalaBioResearch Its achieving all clinical goals with once a week. $MBX"  
[X Link](https://x.com/avidresearch/status/1970100191702417665)  2025-09-22T12:17Z 11.2K followers, [---] engagements


"$MBX just get to $30 now"  
[X Link](https://x.com/avidresearch/status/1970106627413119377)  2025-09-22T12:43Z 11.2K followers, [----] engagements


"$mbx can debate all we want but cutting burden from daily injections to weekly (lifelong) while achieving key clinical goals is a big win"  
[X Link](https://x.com/avidresearch/status/1970122337010737588)  2025-09-22T13:45Z 11.2K followers, [----] engagements


"@tallnfat Nothing magical about Yorvipath. Its a great drug but $MBX weekly drug gets a subject close to the clinical goals. There is absolutely no reason to think weekly drug cannot carve out some part of the market. Not sure why its all or nothing"  
[X Link](https://x.com/avidresearch/status/1970227021453443087)  2025-09-22T20:41Z 11.2K followers, [---] engagements


"@tallnfat They are very comparable on many relevant clinical endpoints (my view). $mbx just has to get 20% mktshare to justify much higher valuation"  
[X Link](https://x.com/avidresearch/status/1970237788147892342)  2025-09-22T21:24Z 11.2K followers, [---] engagements


"There should be advisory committees where RFK JR should be presenting his compelling data so everyone can see. in the interest of transparency The FDA is not even pretending to be science based any longer. The FDA is not even pretending to be science based any longer"  
[X Link](https://x.com/avidresearch/status/1970238378139377776)  2025-09-22T21:26Z 11.2K followers, [----] engagements


"$QURE GT year [--] data for HD $SRPT GT data for DMD. Had some concerns with external control but NFL 3-yr data is convincing to me. $QURE Should sport a much higher market cap IMO"  
[X Link](https://x.com/avidresearch/status/1970844383818768826)  2025-09-24T13:34Z 11.3K followers, [----] engagements


"@Hall8Jack Sure but unlike ASOs frequency administration $QURE is one and done"  
[X Link](https://x.com/avidresearch/status/1970865117136093211)  2025-09-24T14:57Z 11.2K followers, [---] engagements


"@monaco_biotech @Sanctuary_Bio Its not a pbo controlled trial. Can it go up that much based on a ph1 uncontrolled data"  
[X Link](https://x.com/avidresearch/status/1970920807032553695)  2025-09-24T18:38Z 11.2K followers, [---] engagements


"@monaco_biotech @Bionavgator Its biomarker data from healthy volunteers. Not sure how much upside it can generate"  
[X Link](https://x.com/avidresearch/status/1970927863408013399)  2025-09-24T19:06Z 11.2K followers, [---] engagements


"So $PEPG going after $RNA"  
[X Link](https://x.com/avidresearch/status/1970975025386881052)  2025-09-24T22:13Z 11.3K followers, [----] engagements


"$PEPG 150M EV after this dilution (didnt factor in warrants)"  
[X Link](https://x.com/avidresearch/status/1970979011762454653)  2025-09-24T22:29Z 11.2K followers, [----] engagements


"Better splicing and dosing higher vs $RNA is a good start. $PEPG @blippd @scamsweeper Early data- $pepg clearly better splicing than $rna at single dose; rna saw DLT at 4mg/kg. Pepg has gotten beyond 4mg/kg but need to see MAD studies- that is very key. Pepg has had multiple clinical holds (1/2 contd): https://t.co/FMRIT8fpBg @blippd @scamsweeper Early data- $pepg clearly better splicing than $rna at single dose; rna saw DLT at 4mg/kg. Pepg has gotten beyond 4mg/kg but need to see MAD studies- that is very key. Pepg has had multiple clinical holds (1/2 contd): https://t.co/FMRIT8fpBg"  
[X Link](https://x.com/avidresearch/status/1970980661721977163)  2025-09-24T22:36Z 11.3K followers, [----] engagements


"@MysteriousMole1 @bio_clouseau Functional data at day [--] is not that meaningful IMO. Here is $RNA data and month [--] is earliest they measured in their MAD (unless am missing something) $PEPG"  
[X Link](https://x.com/avidresearch/status/1971198704226009208)  2025-09-25T13:02Z 11.3K followers, [---] engagements


"While I agree with some of the points Brad made I dont blame JNJ for not speaking more forcefully for the science and the industry. There is a serious concern of a severe backlash from those in power. Its not a theoretical concern given recent examples. @SamFazeli8 @EricSchmidt151 @MatteisPaul @BrianSkorney @bradloncar @daphnezohar @JMaraganore @mpreminger @ColonGraceE @TimOpler @t_lorriman .@bradloncar shares how this Tylenol situation feeds into a broader discussion of our industry and society: I think weve reached a level of polarization in this country that we're getting to the point"  
[X Link](https://x.com/avidresearch/status/1971644096365330622)  2025-09-26T18:32Z 11.3K followers, [----] engagements


"$PEPG Splicing impressive but as @Sports_bios said watch out for renal tox. Long term safety plus functional data (funky trend short term) needs to truly de-risk this"  
[X Link](https://x.com/avidresearch/status/1971655566910226941)  2025-09-26T19:18Z 11.3K followers, [----] engagements


"May be this will counterbalance the negative news from $MLTX $MRUS Is this will True Is this will True"  
[X Link](https://x.com/avidresearch/status/1972422698073542949)  2025-09-28T22:06Z 11.3K followers, [----] engagements


"@Lord_of_Biotech Honestly they need to look for someone who can take over $IOBT. They lost lead in 1L melanoma"  
[X Link](https://x.com/avidresearch/status/1972630165810450653)  2025-09-29T11:50Z 11.3K followers, [---] engagements


"@Lord_of_Biotech $MRNA has a similar program with LB at ESMO in Pd1 -ve group. Maybe $BNTX will gobble up $IOBT given its IO focus"  
[X Link](https://x.com/avidresearch/status/1972631361380098161)  2025-09-29T11:55Z 11.3K followers, [---] engagements


"@Biohazard3737 $IDYA mUM ph3 data"  
[X Link](https://x.com/avidresearch/status/1972716958521909664)  2025-09-29T17:35Z 11.3K followers, [----] engagements


"@inshatters1 No clue. If its not out next Monday mkt will start assuming the worst case scenario IMO"  
[X Link](https://x.com/avidresearch/status/1973705748359393514)  2025-10-02T11:04Z 11.3K followers, [---] engagements


"@bluejaunt100 Think they characterized the vision risk from 1st gen drug well (ocular accumulation) and while early [---] was rationally designed to avoid that tox. $OVID Cc @houndcl"  
[X Link](https://x.com/avidresearch/status/1974141401576452488)  2025-10-03T15:56Z 11.3K followers, [---] engagements


"@AaronRosenblum5 Small numbers by certainty derisks $PALI a bit more"  
[X Link](https://x.com/avidresearch/status/1975127454546292840)  2025-10-06T09:14Z 11.3K followers, [----] engagements


"$AMD billions of value being created out of thin air. This will end well"  
[X Link](https://x.com/avidresearch/status/1975154612941590690)  2025-10-06T11:02Z 11.3K followers, [----] engagements


"Large data set (300K). Covid-19 vaccine among veterans who received the Covid-19 and influenza vaccines on the same day (164132 participants) and in an active-comparator group of veterans who received the influenza vaccine only (131839 participants) between September [--] and December [--] [----]. Original Article: Association of [--------] Covid-19 Vaccine with Covid-19 Outcomes in U.S. Veterans https://t.co/kMfpjcZ68w #IDTwitter https://t.co/OS4hhxBNRE Original Article: Association of [--------] Covid-19 Vaccine with Covid-19 Outcomes in U.S. Veterans https://t.co/kMfpjcZ68w #IDTwitter"  
[X Link](https://x.com/avidresearch/status/1976591283486409047)  2025-10-10T10:10Z 11.3K followers, [----] engagements


"@houndcl Think this gets re-valued higher once they start enrolling ph3. Drug a very viable weekly dosing alternative. $MBX"  
[X Link](https://x.com/avidresearch/status/1978640818609983962)  2025-10-16T01:55Z 11.3K followers, [---] engagements


"@AceOfSpades2007 @johnhallnj @nicosenea not if $GSKs DMD drg safety concerns are high"  
[X Link](https://x.com/avidresearch/status/290208383003414528)  2013-01-12T21:27Z 10.7K followers, [--] engagements


"No biotech acquisition in Jan except for the unexpected $MAPP"  
[X Link](https://x.com/avidresearch/status/298796799500615680)  2013-02-05T14:14Z 10.7K followers, [--] engagements


"Looking for ideas for $ASCO run-ups besides $TGTX ;)"  
[X Link](https://x.com/avidresearch/status/312653064685383681)  2013-03-15T19:54Z 11.2K followers, [--] engagements


"i look at $MDVN $SGEN mkcap and then i look at $PCYC mkcap and then i say BULLSHIT - lunch time vent"  
[X Link](https://x.com/avidresearch/status/332533549855031298)  2013-05-09T16:32Z [----] followers, [--] engagements


"$PRTA 'NEOD001' is designed to react only with the aggregated AL amyloid (light chain). Better than $ALNY knockdown apprch for TTR amyloid"  
[X Link](https://x.com/avidresearch/status/418876829148016641)  2014-01-02T22:49Z [----] followers, [--] engagements


"$ALNY calls Hep B the worlds smartest virus"  
[X Link](https://x.com/avidresearch/status/494115809115906048)  2014-07-29T13:42Z [----] followers, [--] engagements


"$ALNY has clinical POC for ALN-TTR. $ARWR will soon have POC in HBV. Will $ARWR close the Mkt cap gap after data pump but genuinely curious"  
[X Link](https://x.com/avidresearch/status/497391699673370624)  2014-08-07T14:39Z [----] followers, [--] engagements


"$ALNY if patisiran fails- TTR KD doesn't translate to clinical benefit. Has no read thru to other RNAI liver targets http://t.co/6uRMS03WXl http://www.xconomy.com/boston/2014/09/07/john-maraganore-from-prototypical-geek-to-canny-alnylam-chief/ http://www.xconomy.com/boston/2014/09/07/john-maraganore-from-prototypical-geek-to-canny-alnylam-chief/"  
[X Link](https://x.com/avidresearch/status/508967011594944514)  2014-09-08T13:16Z [----] followers, [--] engagements


"$LBIO accumulation underway"  
[X Link](https://x.com/avidresearch/status/583310008810545152)  2015-04-01T16:48Z [----] followers, [--] engagements


"$MRK gave up all of yesterday's gains"  
[X Link](https://x.com/avidresearch/status/588844758593736704)  2015-04-16T23:21Z [----] followers, [--] engagements


"mktcaps $ALNY- $5.8B $ARWR -$213 M"  
[X Link](https://x.com/avidresearch/status/699635556855099392)  2016-02-16T16:44Z [----] followers, [--] engagements


"unacceptable logic $VRX RED FLAG in judgment https://x.com/megtirrell/status/704421839691505664 $VRX confirms it received subpoena from SEC in Q4 was planning to disclose in 10K. "We do not have further detail to provide at this time." https://x.com/megtirrell/status/704421839691505664 $VRX confirms it received subpoena from SEC in Q4 was planning to disclose in 10K. "We do not have further detail to provide at this time.""  
[X Link](https://x.com/avidresearch/status/704422129580662784)  2016-02-29T21:44Z [----] followers, [--] engagements


"Wow if $MRK wins that. https://x.com/andybiotech/status/712389706869301249 $MRK is seeking a 10% go-forward royalty plus $2.3B retroactive damages from $GILD. https://x.com/andybiotech/status/712389706869301249 $MRK is seeking a 10% go-forward royalty plus $2.3B retroactive damages from $GILD"  
[X Link](https://x.com/avidresearch/status/712390038441472000)  2016-03-22T21:26Z [----] followers, [--] engagements


"perfectly captures the complexity of Hep B and HIV $ARWR $GILD $BMY $MRK https://x.com/psuvafan007/status/727945110999048192 @avidresearch always thought this a nice slide. HCV HBV HIV https://t.co/mHu5ori5vg https://x.com/psuvafan007/status/727945110999048192 @avidresearch always thought this a nice slide. HCV HBV HIV https://t.co/mHu5ori5vg"  
[X Link](https://x.com/avidresearch/status/727945766589734912)  2016-05-04T19:39Z [----] followers, [--] engagements


"Mktcap gap alert $ALNY $6.47B $ARWR $0.38B"  
[X Link](https://x.com/avidresearch/status/738073749275049985)  2016-06-01T18:24Z [----] followers, [--] engagements


"$ARWR extremely cheap when u compare it with $ALNY. Heck $ARWR tech is even better than $ALNY"  
[X Link](https://x.com/avidresearch/status/766347200121102336)  2016-08-18T18:53Z [----] followers, [--] engagements


"$ARWR emerging as RNAI winner vs $ALNY. Difference in mkt caps a joke"  
[X Link](https://x.com/avidresearch/status/781313542020411392)  2016-09-29T02:03Z [----] followers, [--] engagements


"Dump $ALNY buy $ARWR"  
[X Link](https://x.com/avidresearch/status/783767091153338368)  2016-10-05T20:33Z [----] followers, [--] engagements


"$ALNY HBV program worth '0' IMO. $ARWR last man standing"  
[X Link](https://x.com/avidresearch/status/783768466507624448)  2016-10-05T20:38Z [----] followers, [--] engagements


"$ARWR late breaker in AAT next week. They had better safety in HBV where safety bar is HIGH due to high prevalance vs rare diseases @ $ALNY"  
[X Link](https://x.com/avidresearch/status/784116102116749313)  2016-10-06T19:40Z [----] followers, [--] engagements


"$ALNY vs $ARWR https://x.com/bioboyscout/status/784147435207536640 https://x.com/bioboyscout/status/784147435207536640"  
[X Link](https://x.com/avidresearch/status/784149378302902272)  2016-10-06T21:52Z [----] followers, [--] engagements


"u deserve credit for being right about $VRX from the beginning :) https://x.com/VickiBryanGC/status/818908701029449729 See my note on $VRX re asset sales today may not slash high lev; news blitz may be deflection for pending negs in Q4 https://t.co/vVTvGCudtB https://x.com/VickiBryanGC/status/818908701029449729 See my note on $VRX re asset sales today may not slash high lev; news blitz may be deflection for pending negs in Q4 https://t.co/vVTvGCudtB"  
[X Link](https://x.com/avidresearch/status/818909520370008064)  2017-01-10T19:56Z [----] followers, [--] engagements


"$CSX mindless buying on un-subtantiated rumor. Makes sense"  
[X Link](https://x.com/avidresearch/status/823920794485084160)  2017-01-24T15:49Z [----] followers, [--] engagements


"$INCY ASCO 2017"  
[X Link](https://x.com/avidresearch/status/849270396834783232)  2017-04-04T14:40Z [----] followers, [--] engagements


"$AXON https://x.com/BiotechSage/status/851785572100313089 @mcbio316 @adamfeuerstein $AXON management has consistently guided to high probability of a Lundbeck failure in the past https://x.com/BiotechSage/status/851785572100313089 @mcbio316 @adamfeuerstein $AXON management has consistently guided to high probability of a Lundbeck failure in the past"  
[X Link](https://x.com/avidresearch/status/851796512103378944)  2017-04-11T13:58Z [----] followers, [--] engagements


"$RDUS is better on efficacy and safety vs $AMGN. Analysts were willing to give $AMGN $800 peak sales. $RDUS clearly the better drug"  
[X Link](https://x.com/avidresearch/status/866639587485024256)  2017-05-22T12:59Z [----] followers, [--] engagements


"$SGEN 23% improvement on efficacy PFS and better safety vs SOC"  
[X Link](https://x.com/avidresearch/status/879336265744863232)  2017-06-26T13:51Z [----] followers, [--] engagements


"CRISPR antibiotics in human trials by [----]. $EDIT $NTLA $CSPR https://endpts.com/two-young-scientists-bag-20m-to-perfect-their-crispr-attack-on-disease-causing-bacteria-at-upstart-eligo/ https://endpts.com/two-young-scientists-bag-20m-to-perfect-their-crispr-attack-on-disease-causing-bacteria-at-upstart-eligo/"  
[X Link](https://x.com/avidresearch/status/912768581972226049)  2017-09-26T19:59Z [----] followers, [--] engagements


"$ABT was known approval coming soon. Strange mkt didn't price it in for $DXCM https://x.com/shaneblackmon/status/913152724304359425 https://x.com/shaneblackmon/status/913152724304359425"  
[X Link](https://x.com/avidresearch/status/913154828171399168)  2017-09-27T21:34Z [----] followers, [--] engagements


"mind blowing tweet. $AXON same as $ZGNX. One failed horribly and one has best data in its intended indication. https://x.com/MaxJacobsEdison/status/913741812338167809 https://x.com/MaxJacobsEdison/status/913741812338167809"  
[X Link](https://x.com/avidresearch/status/913745520031600640)  2017-09-29T12:41Z [----] followers, [--] engagements


"Crispr for RNA $EDIT $ALNY $ARWR https://x.com/wsjscience/status/923247823801520128 Targeting ribonucleic acid carries potentially fewer scientific and ethical risks than editing DNA: https://t.co/uiApSdV7qB https://x.com/wsjscience/status/923247823801520128 Targeting ribonucleic acid carries potentially fewer scientific and ethical risks than editing DNA: https://t.co/uiApSdV7qB"  
[X Link](https://x.com/avidresearch/status/923312130379706368)  2017-10-25T22:15Z [----] followers, [--] engagements


"$ONCS CR rate=38% $INCY CR rate=14%"  
[X Link](https://x.com/avidresearch/status/928248535656665088)  2017-11-08T13:11Z [----] followers, [--] engagements


"$EDIT $CSPR $NTLA https://x.com/fsnantibodies/status/934103100008345600 According to @GENbio a UK team have used CRISPR/Cas9 genome editing to generate engineered killer T cells that are up to a thousand times more sensitive to cancer cell antigens than T cells engineered using more conventional approaches. Read more https://t.co/JXeF12A7a6 https://t.co/s50fP11ID9 https://x.com/fsnantibodies/status/934103100008345600 According to @GENbio a UK team have used CRISPR/Cas9 genome editing to generate engineered killer T cells that are up to a thousand times more sensitive to cancer cell antigens"  
[X Link](https://x.com/avidresearch/status/935431284280741888)  2017-11-28T08:52Z [----] followers, [--] engagements


"If $BMRN didnt report data at this ASH everyone would be applauding $ONCE Hem A data for cutting bleeding risks significantly. Just that $BMRN had cleaner data. https://x.com/byjongardner/status/940236660276629504 I applaud your strong belief. It does not appear that everybody shares it. $ONCE https://t.co/XSczUgY5gA https://x.com/byjongardner/status/940236660276629504 I applaud your strong belief. It does not appear that everybody shares it. $ONCE https://t.co/XSczUgY5gA"  
[X Link](https://x.com/avidresearch/status/940239588832022528)  2017-12-11T15:19Z [----] followers, [--] engagements


"Maybe they should be looking at $BMRN https://x.com/reuters_health/status/941979888449474560 Roche Shire court fight escalates over haemophilia drug https://t.co/YNkWtn4sWG https://x.com/reuters_health/status/941979888449474560 Roche Shire court fight escalates over haemophilia drug https://t.co/YNkWtn4sWG"  
[X Link](https://x.com/avidresearch/status/942031295407894528)  2017-12-16T13:58Z [----] followers, [--] engagements


"$MRK could be interested in $DVAX. Hep B vaccine will be stead stream of revenue and TLR9 agonist generating good data with PD1. https://breakthroughpost.com/2017/09/17/the-stunning-comeback-of-tlr-9/ https://breakthroughpost.com/2017/09/17/the-stunning-comeback-of-tlr-9/"  
[X Link](https://x.com/avidresearch/status/965989233868623880)  2018-02-20T16:39Z [----] followers, [--] engagements


"$MRK while I understand the appeal of Oncolytic virus $NKTR $ADRO $ONCS $DVAX $IDRA are showing there are plenty of ways to stimulate immune system without Oncolytics virus. IL-2 IL-10 IL-12 TLR9 etc"  
[X Link](https://x.com/avidresearch/status/966314570506801152)  2018-02-21T14:12Z [----] followers, [--] engagements


"$MRK interesting comment https://x.com/zbiotech/status/973898735414636545 $MRK at cowen conf.KN-189 'data will set a new bar for clinical development' https://t.co/GRxToe1BfW https://x.com/zbiotech/status/973898735414636545 $MRK at cowen conf.KN-189 'data will set a new bar for clinical development' https://t.co/GRxToe1BfW"  
[X Link](https://x.com/avidresearch/status/973908911609794561)  2018-03-14T13:09Z [----] followers, [--] engagements


"$BMRN data looks great. Strange stock reaction"  
[X Link](https://x.com/avidresearch/status/998922404700348421)  2018-05-22T13:43Z [----] followers, [--] engagements


"This is very good data. In normal range [--] years into treatment. No one above upper limit. Full credit to $BMRN. Easy to spin everything as negative. https://x.com/epvantage/status/999233863602900992 https://x.com/epvantage/status/999233863602900992"  
[X Link](https://x.com/avidresearch/status/999237265942634496)  2018-05-23T10:35Z [----] followers, [--] engagements


"$OCUL is doing its part. Where is your press release $GOSS Think we see either or both $GOSS $OCUL Topline next week. https://t.co/UhN16Oz6QZ Think we see either or both $GOSS $OCUL Topline next week. https://t.co/UhN16Oz6QZ"  
[X Link](https://x.com/anyuser/status/2023204274562314543)  2026-02-16T01:14Z 12K followers, [----] engagements


"Think we see either or both $GOSS $OCUL Topline next week"  
[X Link](https://x.com/anyuser/status/2021914199253987663)  2026-02-12T11:48Z 12K followers, [----] engagements


"JUST IN: Japanese freestyle skier Ikuma Horishima crosses finish line backwards at Winter Olympics 🤯"  
[X Link](https://x.com/anyuser/status/2023080363741073526)  2026-02-15T17:02Z 1.8M followers, 165K engagements


"$OCUL anyone who knows treat and extend highly desired by retinal specialists knows this is not entirely about the control arm (control arm role is to establish statistical significance to facilitate a superiority label). It is mostly about how high the % of those that can delay eye injection by 9-12 months using Axpaxli. Why Because if its 80-90% then they can tell their patients that they dont need to worry about next injection for a longggg time. This is so much better than SOC (eyelea LD HD Vabysmo). So dont waste time thinking about just one injection of Eylea after loading doses as not"  
[X Link](https://x.com/anyuser/status/2023063752568983938)  2026-02-15T15:55Z 12K followers, [----] engagements


"Questions for $OCUL fans: 1). Is the SPA agreement confirmed again w/ the current FDA 2). Even if OCUL successfully claim OTX-TKI is "superior" to "single" dose Eylea would anybody care That's not real world experiences. So tell me exactly what is defined as "success" by the market for SOL-1 https://twitter.com/i/web/status/2022801939751215130 https://twitter.com/i/web/status/2022801939751215130"  
[X Link](https://x.com/anyuser/status/2022801939751215130)  2026-02-14T22:35Z [---] followers, 12.6K engagements


"Best summary of the slightly modified formulation being used in ph3. Thanks $OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://t.co/znXJFCiSsP $OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://t.co/znXJFCiSsP"  
[X Link](https://x.com/anyuser/status/2023014690763546750)  2026-02-15T12:41Z 12K followers, [----] engagements


"$OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://open.substack.com/pub/balabio/p/ocull-sol-1r=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/balabio/p/ocull-sol-1r=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2022864111176909111)  2026-02-15T02:42Z [----] followers, 33.4K engagements


"Yay Now I can stay awake for next [--] hours. shorts cannot cover more. https://t.co/mEGG6FE4m8 shorts cannot cover more. https://t.co/mEGG6FE4m8"  
[X Link](https://x.com/avidresearch/status/2022436108983042298)  2026-02-13T22:21Z 12K followers, [----] engagements


"shorts cannot cover more"  
[X Link](https://x.com/houndcl/status/2022432676830155081)  2026-02-13T22:08Z [----] followers, 12.8K engagements


"$QQQ no bounce so far "  
[X Link](https://x.com/anyuser/status/2022320133646045328)  2026-02-13T14:41Z 12K followers, [----] engagements


"$CRM outside of GFC this drawdown is very close to its worst ever (2021-2022). Close to a bottom"  
[X Link](https://x.com/anyuser/status/2022281158713561559)  2026-02-13T12:06Z 12K followers, [----] engagements


"AI impact on SAAS might be similar to impact of internet on retail stores I.e those who adapted survived (Macys) while many others perished (circuit city sears toys R US) and that took years to play out"  
[X Link](https://x.com/anyuser/status/2022139787613024401)  2026-02-13T02:44Z 12K followers, [----] engagements


"S&P masking the damage. Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp"  
[X Link](https://x.com/anyuser/status/2022129266234994717)  2026-02-13T02:02Z 12K followers, [----] engagements


"Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high"  
[X Link](https://x.com/anyuser/status/2022028142630801786)  2026-02-12T19:20Z 203.1K followers, 1.8M engagements


": Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://www.biotechtv.com/post/graig-suvannavejh-february-12-2026 https://www.biotechtv.com/post/graig-suvannavejh-february-12-2026"  
[X Link](https://x.com/anyuser/status/2022093018862645627)  2026-02-12T23:38Z 10.7K followers, 26.4K engagements


"$RVMD ASCO Final late breaker deadline Mar 9th. Can they make it"  
[X Link](https://x.com/anyuser/status/2021972792019935581)  2026-02-12T15:40Z 12K followers, [----] engagements


"Choppiest market. $SPY"  
[X Link](https://x.com/anyuser/status/2021962170721042776)  2026-02-12T14:58Z 12K followers, [---] engagements


"TRUMP ADMINISTRATION IS DRAMATICALLY EXPANDING EFFORT TO REVOKE US CITIZENSHIP FOR FOREIGN-BORN AMERICANS AS IT WORKS TO CURB IMMIGRATION - NBC NEWS"  
[X Link](https://x.com/anyuser/status/2021891339525534124)  2026-02-12T10:17Z 436.7K followers, 102.2K engagements


"RT @semodough: $BBIO JPM [--] handle incoming 🤷♂🤷♂"  
[X Link](https://x.com/anyuser/status/2021928923303448770)  2026-02-12T12:46Z 12K followers, [--] engagements


"$BBIO JPM [--] handle incoming 🤷♂🤷♂ $BBIO JPM reward/risk profile heading into the pivotal infigratinib PROPEL [--] readout in achondroplasia is very positive. Indeed current levels reflect a trial failure scenario based on our model (mid- $60s). maintaining our positive outlook on PROPEL [--] and see upside into the $BBIO JPM reward/risk profile heading into the pivotal infigratinib PROPEL [--] readout in achondroplasia is very positive. Indeed current levels reflect a trial failure scenario based on our model (mid- $60s). maintaining our positive outlook on PROPEL [--] and see upside into the"  
[X Link](https://x.com/anyuser/status/2021927820256055671)  2026-02-12T12:42Z 42.5K followers, [----] engagements


"$BBIO JPM reward/risk profile heading into the pivotal infigratinib PROPEL [--] readout in achondroplasia is very positive. Indeed current levels reflect a trial failure scenario based on our model (mid- $60s). maintaining our positive outlook on PROPEL [--] and see upside into the $9-handle range (unchanged from prior view). $BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision) $BBIO BERN BUY PT $94 More tactically"  
[X Link](https://x.com/anyuser/status/2020160293519716358)  2026-02-07T15:38Z 42.5K followers, 16.5K engagements


"RT @DrSamuelBHume: Hard to find cleaner data than this almost complete eradication of dengue mosquitoes"  
[X Link](https://x.com/anyuser/status/2021890103488983420)  2026-02-12T10:12Z 12K followers, [--] engagements


"Hard to find cleaner data than this almost complete eradication of dengue mosquitoes Step 1: Insert bacteria ("Wolbachia") into mosquitoes. Step 2: Release mosquitoes. Step 3: Watch Dengue rates plummet. Phenomenal results from Singapore. Link: https://t.co/6TZZf5EdIs by Lim et al. https://t.co/UkS8LPEsOe Step 1: Insert bacteria ("Wolbachia") into mosquitoes. Step 2: Release mosquitoes. Step 3: Watch Dengue rates plummet. Phenomenal results from Singapore. Link: https://t.co/6TZZf5EdIs by Lim et al. https://t.co/UkS8LPEsOe"  
[X Link](https://x.com/anyuser/status/2021889889017471342)  2026-02-12T10:11Z 35.2K followers, 14.4K engagements


"Step 1: Insert bacteria ("Wolbachia") into mosquitoes. Step 2: Release mosquitoes. Step 3: Watch Dengue rates plummet. Phenomenal results from Singapore. Link: by Lim et al. https://tinyurl.com/59c9t67u https://tinyurl.com/59c9t67u"  
[X Link](https://x.com/anyuser/status/2021726004520354154)  2026-02-11T23:20Z 177.4K followers, 290.1K engagements


"This is the most important video you will watch this year. Its going to make you cry but absorb every second of it then go live your life the best way you can"  
[X Link](https://x.com/anyuser/status/2021769088813396321)  2026-02-12T02:11Z 68.2K followers, 19.4K engagements


"Actually. think pill is a great option for weight loss maintenance $nvo $lly The first highly anticipated GLP-1 pill is here but physicians aren't sure it has the staying power of the injections. $NVO $LLY $VKTX https://t.co/ibntlX2kzm The first highly anticipated GLP-1 pill is here but physicians aren't sure it has the staying power of the injections. $NVO $LLY $VKTX https://t.co/ibntlX2kzm"  
[X Link](https://x.com/anyuser/status/2021716551003439254)  2026-02-11T22:42Z 12K followers, [----] engagements


"The first highly anticipated GLP-1 pill is here but physicians aren't sure it has the staying power of the injections. $NVO $LLY $VKTX https://www.marketwatch.com/story/taking-the-new-wegovy-pill-every-day-is-really-complicated-will-patients-stick-with-it-280d24f6 https://www.marketwatch.com/story/taking-the-new-wegovy-pill-every-day-is-really-complicated-will-patients-stick-with-it-280d24f6"  
[X Link](https://x.com/anyuser/status/2021714110636011635)  2026-02-11T22:33Z 71.3K followers, 14.8K engagements


"Love Adams conviction I was busy putting out $TECX fire yesterday and missed all of the $NKTR move. Planning to add on dips. Bought more $NKTR at open. Shouldve done it yesterday but really dont have dry firepower and already hugely overweight the name. Had to move some stuff around to do so. After sleeping on it the thing for me is that this asset has been insanely undervalued for a long time Bought more $NKTR at open. Shouldve done it yesterday but really dont have dry firepower and already hugely overweight the name. Had to move some stuff around to do so. After sleeping on it the thing"  
[X Link](https://x.com/anyuser/status/2021675987700756969)  2026-02-11T20:01Z 12K followers, [----] engagements


"Bought more $NKTR at open. Shouldve done it yesterday but really dont have dry firepower and already hugely overweight the name. Had to move some stuff around to do so. After sleeping on it the thing for me is that this asset has been insanely undervalued for a long time so what changes that is the question. What it has lacked has been institutional support (and thus funding). Thats going to change with this offering. The disconnect on valuations to peers (which is a term I use somewhat begrudgingly as I think $NKTR is in many ways a superior asset to peers that hold multiples of its"  
[X Link](https://x.com/anyuser/status/2021595553381937402)  2026-02-11T14:41Z 23.7K followers, 48.4K engagements


"New from me for the Clinical Trial Abundance blog. The FDAs refusal-to-file letter to Moderna isnt just about one flu vaccine. If regulatory expectations shifted after trial completion it reinforces a deeper problem: regulatory inconsistency. https://www.clinicaltrialsabundance.blog/p/the-moderna-rtf-and-the-cost-of-regulatory https://www.clinicaltrialsabundance.blog/p/the-moderna-rtf-and-the-cost-of-regulatory"  
[X Link](https://x.com/anyuser/status/2021614861810102670)  2026-02-11T15:58Z 25.6K followers, [----] engagements

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