#  @biotechsanya2 SSV SSV posts on X about $traw, $ifrx, market, $janx the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1715091835259887616/interactions)  - [--] Week [---] -36% - [--] Month [-----] -57% - [--] Months [------] +3,620% - [--] Year [------] +109,901% ### Mentions: [--] [#](/creator/twitter::1715091835259887616/posts_active)  - [--] Week [--] -30% - [--] Month [--] -21% - [--] Months [---] +1,443% - [--] Year [---] +11,400% ### Followers: [---] [#](/creator/twitter::1715091835259887616/followers)  - [--] Week [---] no change - [--] Month [---] +5.20% - [--] Months [---] +506% ### CreatorRank: undefined [#](/creator/twitter::1715091835259887616/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 11% [finance](/list/finance) 9% [cryptocurrencies](/list/cryptocurrencies) 2% [currencies](/list/currencies) 2% [technology brands](/list/technology-brands) 2% **Social topic influence** [$traw](/topic/$traw) 11%, [$ifrx](/topic/$ifrx) 5%, [market](/topic/market) 4%, [$janx](/topic/$janx) 4%, [$rzlt](/topic/$rzlt) 4%, [matter](/topic/matter) 3%, [$alms](/topic/$alms) 3%, [$imvt](/topic/$imvt) 3%, [$lpcn](/topic/$lpcn) 3%, [this is](/topic/this-is) 2% **Top accounts mentioned or mentioned by** [@joserestonva](/creator/undefined) [@hannibalspeaks](/creator/undefined) [@seedy19tron](/creator/undefined) [@bananaoncology](/creator/undefined) [@chairmanoffm93](/creator/undefined) [@execsum](/creator/undefined) [@osprey172](/creator/undefined) [@biohazard3737](/creator/undefined) [@jeromeleonard5](/creator/undefined) [@biotech2k1](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@bingbingbom](/creator/undefined) [@streetcred2017](/creator/undefined) [@princetongb](/creator/undefined) [@kiefchief69](/creator/undefined) [@crocsanalyst](/creator/undefined) [@pcmbio](/creator/undefined) [@monacobiotech](/creator/undefined) [@bayareabiotechi](/creator/undefined) [@houndcl](/creator/undefined) **Top assets mentioned** [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Alumis Inc. (ALMS)](/topic/$alms) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Nuvation Bio Inc. (NUVB)](/topic/$nuvb) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Enliven Therapeutics, Inc. (ELVN)](/topic/$elvn) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [2131KOBUSHIDE (21)](/topic/$21) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nuvalent, Inc. (NUVL)](/topic/$nuvl) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Metsera, Inc. (MTSR)](/topic/$mtsr) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Incyte Corporation (INCY)](/topic/$incy) [uniQure N.V. (QURE)](/topic/$qure) [Olema Pharmaceuticals, Inc. (OLMA)](/topic/$olma) [Taraxa (TARA)](/topic/$tara) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) ### Top Social Posts Top posts by engagements in the last [--] hours "@hannibalspeaks Sotyktu is a shit drug that is why the sales are low. This is not a correct interpretation. ALMS is very obviously worth at least $35 on full approval and that assume around [----] million in sales" [X Link](https://x.com/biotechsanya2/status/2018549213844693215) 2026-02-03T04:56Z [---] followers, [---] engagements "Your modelling assumption is just wrong. Saying its 5x current sales is nonsense. First they arent even at peak yet with Sotyktu being a relatively new product. Second they are arguably BiC on dosing convenience. If anything am more concerned about Ico comp than Takeda. PsO market is 30b and my assumption is they take 5% of that at minimum with little to no issue if we give them 6-7 yrs. The critique of $ALMS can be targeted at potential safety issues but ur thinking on current sales as a proxy for steady-state penetration is a category error. Just nonsense thesis and really hurts your other" [X Link](https://x.com/biotechsanya2/status/2018569600561025484) 2026-02-03T06:17Z [---] followers, [---] engagements "$APGE looks fairly valued to me right now. $65 would he more fair with present information. Just a note for my future self on the matter. Again this is rNPV. If [---] is successful in AD $110 or so appears to be more appropriate. Not sure what to own here right now" [X Link](https://x.com/biotechsanya2/status/2008332768644567154) 2026-01-06T00:20Z [---] followers, [----] engagements "$ELVN is too cheap here. I think its worth $32.5 on a risk-adjusted basis. This assumes 2b peak sales and a heavy discount rate. MoA is also differentiated unlike $TERN's approach which risks proving to be a me-better. $ELVN vs $TERN - interesting data here little different mechanism. https://t.co/coy0yqKaIc $ELVN vs $TERN - interesting data here little different mechanism. https://t.co/coy0yqKaIc" [X Link](https://x.com/biotechsanya2/status/2010096255154917612) 2026-01-10T21:07Z [---] followers, [----] engagements "$ALMS -- apparently there is $21 million in recent insider buys -- post data. Overall history of $ALMS is exclusively insider buys as well" [X Link](https://x.com/biotechsanya2/status/2011157566836105568) 2026-01-13T19:25Z [---] followers, [---] engagements "Interesting find re : $ALMS. Any experts on the name that could advise on the matter Why is this not discussed at all Chances of black box still [--] https://t.co/bV6pp7Udmu Why is this not discussed at all Chances of black box still [--] https://t.co/bV6pp7Udmu" [X Link](https://x.com/anyuser/status/2014741929041244668) 2026-01-23T16:48Z [---] followers, [----] engagements "I can't wrap my head around Lutikizumab inverted dose response w/out thinking of $MLTX. Not a good look for '009 ( $AVTX ). anyone thinks otherwise" [X Link](https://x.com/anyuser/status/2017830301708308719) 2026-02-01T05:20Z [---] followers, [---] engagements "$HIMS absolutely framemogged by ASU frat leader Adam May while jestermaxxing at FDA fraternity. Epic cortisol spike" [X Link](https://x.com/anyuser/status/2021022581684568445) 2026-02-10T00:45Z [---] followers, [----] engagements "$IFRX-- I *think* the main question is: did Avacopan fail because of insufficient blockade on of C5aR OR because C5aR s not rate-limiting If INF904 is a *better* Avacopan it DOESN'T matter if the reason why Ava' failed is that C5aR blockade doesn't achieve anything due to TNF-a signalling; other "Ils" is what drives signalling-- if the case is that C5aR blockade (IFRX thinks they have a more potent Ava') IS sufficient this COULD be a win. I think the odds of this working are minimal as we know that [--] C5a inhibitors have already failed that being said there's a small chance this hits as this" [X Link](https://x.com/biotechsanya2/status/1978587133511184878) 2025-10-15T22:21Z [---] followers, [---] engagements "@StreetCred2017 Yes I am referring to Avas failed HS trial. Also interesting they have never tested this in CSU despite sort of similar ideation therein and pathways etc" [X Link](https://x.com/biotechsanya2/status/1978589768918200775) 2025-10-15T22:32Z [---] followers, [---] engagements "agree completely $NUVB is incredibly interesting esp when compared to $NUVL $NUVB - everyone is sleeping on safusidenib https://t.co/WQIlazZ3I5 $NUVB - everyone is sleeping on safusidenib https://t.co/WQIlazZ3I5" [X Link](https://x.com/biotechsanya2/status/1978626883571818995) 2025-10-16T00:59Z [---] followers, [----] engagements "$IDYA is one of the highest quality longs out there. Disproportionately longing IDYA since 20s. @JoseRestonVA @princetongb Id like to see that mtap deal with Roche materialise. And let then take a stake in $idya in the mid to high 40s on top of it. Could end up with nearly 2b in cash and a break even horizon in [--]. @JoseRestonVA @princetongb Id like to see that mtap deal with Roche materialise. And let then take a stake in $idya in the mid to high 40s on top of it. Could end up with nearly 2b in cash and a break even horizon in 27" [X Link](https://x.com/biotechsanya2/status/1979597021884412242) 2025-10-18T17:14Z [---] followers, [----] engagements "@Osprey172 Its more than multi-billion. In my modelling i assign a value of [----] though because if the risk of all-out pandemic does materialise the price targets become more than absurd" [X Link](https://x.com/biotechsanya2/status/1979597501817827381) 2025-10-18T17:16Z [---] followers, [--] engagements "@Osprey172 Like 500x upside if the pandemic ever materialised FD" [X Link](https://x.com/biotechsanya2/status/1979597641626648757) 2025-10-18T17:17Z [---] followers, [--] engagements "@seedy19tron @KiefChief69 @CrocsAnalyst seedy is nktr a buyout candidate can you remind me pls also do they have a differentiated MoA Not sure about these parts. thx" [X Link](https://x.com/biotechsanya2/status/1980099579761524768) 2025-10-20T02:31Z [---] followers, [---] engagements "$IFRX-- what is of interest is BIIB-Vanqua deal for Vanqua's preclin C5aR1 asset @ $70m + ample bio$. Wonder what exactly made BIIB pay 70m upfront for non-clinically validated C5a(s). Makes the debate on C5as role (if any) quite interesting. I suppose we will discover soon. $IFRX-- I *think* the main question is: did Avacopan fail because of insufficient blockade on of C5aR OR because C5aR s not rate-limiting If INF904 is a *better* Avacopan it DOESN'T matter if the reason why Ava' failed is that C5aR blockade doesn't achieve anything due to TNF-a $IFRX-- I *think* the main question is: did" [X Link](https://x.com/biotechsanya2/status/1983007991826919632) 2025-10-28T03:08Z [---] followers, [----] engagements "$JANX why sell now" [X Link](https://x.com/biotechsanya2/status/1983180685293895900) 2025-10-28T14:34Z [---] followers, [---] engagements "@PCM_bio Lol INSM cheap. Sure why not" [X Link](https://x.com/biotechsanya2/status/1984028160103739547) 2025-10-30T22:42Z [---] followers, [--] engagements "@monaco_biotech I have a feeling we will see this with KRYS TGTX SNDX really soon" [X Link](https://x.com/biotechsanya2/status/1984463342908350680) 2025-11-01T03:31Z [---] followers, [---] engagements "@seedy19tron @BayAreaBiotechI What is this schizo write up man. How do you go from timing NKTR at [--] to longing SLNO. Are we serious right now" [X Link](https://x.com/biotechsanya2/status/1985835636079935874) 2025-11-04T22:24Z [---] followers, [---] engagements "$TRAW is still a great buy at $2.16 $TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: https://t.co/6zS4bjuIOa Disclosure: I am long. $TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: https://t.co/6zS4bjuIOa Disclosure: I am long" [X Link](https://x.com/biotechsanya2/status/1986157623025279474) 2025-11-05T19:44Z [---] followers, [---] engagements "@houndcl All this tells me is that something could be seriously weong with VKTX and $GPCR. Why didnt either party approach them And at the heavy discount to current bidding war too" [X Link](https://x.com/biotechsanya2/status/1986469926396146105) 2025-11-06T16:25Z [---] followers, [---] engagements "Why didnt PFE or NVO approach $VKTX All this bidding war tells me is that something could be seriously wrong with [----]. Otherwise I just dont see how you offer 10b for earlier stager with slightly better profile (is it) . VKTX exists at a 50% B/O discount to MTSR imho" [X Link](https://x.com/biotechsanya2/status/1986471008489070785) 2025-11-06T16:29Z [---] followers, [---] engagements "@DragonMaxGoku @rezfszubagoly Something has to be wrong w [----] this is a ridiculous overpricing of met" [X Link](https://x.com/biotechsanya2/status/1986476193508450522) 2025-11-06T16:50Z [---] followers, [--] engagements "What if $NVO just did this for shits and giggles to force $PFE burn more cash would make perfect sense imho. What if they knew PFE would retaliate mind games $mtsr" [X Link](https://x.com/biotechsanya2/status/1987219661168209986) 2025-11-08T18:04Z [---] followers, [---] engagements "$IFRX So BIIB indeed knew something. IFRC was a rather clear buy after BIIB's $70m +1100m$ acq.+biobucks of Vanqua's C5a asset. $IFRX-- what is of interest is BIIB-Vanqua deal for Vanqua's preclin C5aR1 asset @ $70m + ample bio$. Wonder what exactly made BIIB pay 70m upfront for non-clinically validated C5a(s). Makes the debate on C5as role (if any) quite interesting. I suppose we will discover soon. $IFRX-- what is of interest is BIIB-Vanqua deal for Vanqua's preclin C5aR1 asset @ $70m + ample bio$. Wonder what exactly made BIIB pay 70m upfront for non-clinically validated C5a(s). Makes the" [X Link](https://x.com/biotechsanya2/status/1987996823357727016) 2025-11-10T21:32Z [---] followers, [---] engagements "$IFRX i think this is worth $5-12 per share. Initiated a small position. Substack coming soon" [X Link](https://x.com/biotechsanya2/status/1988003046211641599) 2025-11-10T21:57Z [---] followers, [----] engagements "$IFRX Highly speculative. I assign a theoretical total PoS for HS/CSU (same napkin math) of 50% for p2b 50% for p3 80% PDUFA == .5*.5.8 10% error bands (not an expert in HS/CSU) or so 10-30%. CSU likely is a [----] however warrants some accounting for. 5-12 current fair value given: 25% discount rate 30% penetration at BiC potential 10-30% PoS across all INF904 lines. Worth mentioning likely IFRX is likely a [----] if INF904 fails. de minimus position on my end. Low confidence in [---] actually being BiC; payout makes this an EV-positive bet however" [X Link](https://x.com/biotechsanya2/status/1988032855675408766) 2025-11-10T23:55Z [---] followers, [---] engagements "@financebully Open label nature assigns probability this is negligible hence i think pos 30% at best. I need to see way more data. Would tread carefully and not make conclusions too big; do see potential however hence am reasonably bullish" [X Link](https://x.com/biotechsanya2/status/1988033484368068712) 2025-11-10T23:58Z [---] followers, [--] engagements "$PTGX (L) Gugg targeting PT of $65 lmao-- is their discount rate at 15-20% Where does the number even come from Realistic PT is 110-116/sh and that is for ICO alone Rusfertide is another 15-20 a share and preclin assets are maybe 5-10 grand total Discount 10% (npv)" [X Link](https://x.com/biotechsanya2/status/1988063498304184657) 2025-11-11T01:57Z [---] followers, [---] engagements "$SNDX (L) Even @ $17.05/share $SNDX trades at a material discount to its hypothetical M&A valuation using peer Year [--] M&A revenue multiples cited by Centerview Partners as appropriate for $SWTX (not SNDX) Note [--] of [--] SWTX peers were acquired for [---] - 5.2X Year [--] ests $INCY $XBI $IBB https://t.co/ym8xZt5RRb Even @ $17.05/share $SNDX trades at a material discount to its hypothetical M&A valuation using peer Year [--] M&A revenue multiples cited by Centerview Partners as appropriate for $SWTX (not SNDX) Note [--] of [--] SWTX peers were acquired for [---] - 5.2X Year [--] ests $INCY $XBI $IBB" [X Link](https://x.com/biotechsanya2/status/1988304642351284332) 2025-11-11T17:55Z [---] followers, [---] engagements "$RZLT Interesting Norwegian study on CHI seems to suggest that largest CHI genetic subgroup is completely non-responsive to DZ (Only 25% responded to DZ (ABCC8)) DZ had no effect in 64% of all CHI patients Clearly market for CHI treatment exists. https://academic.oup.com/jcem/article/110/2/554/7706146login=false https://academic.oup.com/jcem/article/110/2/554/7706146login=false" [X Link](https://x.com/biotechsanya2/status/1988654747872817274) 2025-11-12T17:06Z [---] followers, [---] engagements "$TRAW shoutout to merck" [X Link](https://x.com/biotechsanya2/status/1989377090417016962) 2025-11-14T16:57Z [---] followers, [---] engagements "$TRAW 2.22m vol vs 160k daily avg on merck news. +45% in a day" [X Link](https://x.com/biotechsanya2/status/1989377341974520214) 2025-11-14T16:58Z [---] followers, [---] engagements "$RZLT -- want to trust management but it is rather unclear where the [----] CHI patient figure (US) comes from. Does anyone know how they have estimated the number despite claims databases" [X Link](https://x.com/biotechsanya2/status/1989443890689261977) 2025-11-14T21:22Z [---] followers, [---] engagements "@Jonny_fun_guy Have you ever seen a probability adjusted model I dont even hold $QURE but posts like these are braindead. Why would they necessarily hold a p3 What are your arguments even Just pmo content of no value" [X Link](https://x.com/biotechsanya2/status/1990300204386615387) 2025-11-17T06:05Z [---] followers, [----] engagements "Does the music ever really stop Ai qc crypto outflows should flow at least partially to $XBI that being said i suggest hedging to ensue" [X Link](https://x.com/biotechsanya2/status/1990856866629296527) 2025-11-18T18:57Z [---] followers, [---] engagements "$NUVB closed most of my position CEO commentary pumping the name by 50% is how you know we are in the bull market😭😭🙏" [X Link](https://x.com/biotechsanya2/status/1991228900874035676) 2025-11-19T19:35Z [---] followers, [---] engagements "Added to $TRAW. I am still a big believer in the story despite recent weakness. Plan to hold until at least $13.00 given (if) good data to come later in the year. Readout imminent by EOY Do your own dd $0 on failure $TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: https://t.co/6zS4bjuIOa Disclosure: I am long. $TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: https://t.co/6zS4bjuIOa Disclosure: I am long" [X Link](https://x.com/biotechsanya2/status/1991571205212819567) 2025-11-20T18:15Z [---] followers, [---] engagements "somehow sonnet [---] lacks logical coherence and style opus [---] very obviously has despite superior benchmark performance. Sonnet [---] feels like a very smart but lazy model cutting corners everywhere. With Opus you do feel like pricing makes sense. We need a truly "expensive" Opus" [X Link](https://x.com/biotechsanya2/status/1991988884947992783) 2025-11-21T21:55Z [---] followers, [---] engagements "$TRAW I think what really matters is superiority to Pax V1. Simply being non-inferior likely doesn't matter that much. I lower my PoS from 50% to around 30%. Tread carefully" [X Link](https://x.com/biotechsanya2/status/1992307898274214315) 2025-11-22T19:03Z [---] followers, [---] engagements "@jw929204 $OLMA" [X Link](https://x.com/biotechsanya2/status/1992407180977586261) 2025-11-23T01:37Z [---] followers, [---] engagements "@pizzintwatch @Polymarket You are a bunch of gambling addicted degenerates. I sincerely wish nothing but financial ruin to you people" [X Link](https://x.com/biotechsanya2/status/1993806040836788385) 2025-11-26T22:16Z [---] followers, [--] engagements "$JANX I will die on this hill @DickMedChem No-one cares about this. Like not a single investor was ever buying JANX on the idea of immunology. Mgmt knows that [---] is the only thing thats matters but they do bs like this for shits and giggles anyways. @DickMedChem No-one cares about this. Like not a single investor was ever buying JANX on the idea of immunology. Mgmt knows that [---] is the only thing thats matters but they do bs like this for shits and giggles anyways" [X Link](https://x.com/biotechsanya2/status/1993906146349076880) 2025-11-27T04:54Z [---] followers, [----] engagements "$RLZT how big is the market We know DZX doesn't really work. We also know many CHI cases are transient. So how big is the market truly $RZLT Interesting Norwegian study on CHI https://t.co/lpSYBwdX6X seems to suggest that largest CHI genetic subgroup is completely non-responsive to DZ (Only 25% responded to DZ (ABCC8)) DZ had no effect in 64% of all CHI patients Clearly market for CHI treatment exists. https://t.co/QH6RhCVjDW $RZLT Interesting Norwegian study on CHI https://t.co/lpSYBwdX6X seems to suggest that largest CHI genetic subgroup is completely non-responsive to DZ (Only 25%" [X Link](https://x.com/biotechsanya2/status/1994189790103601564) 2025-11-27T23:41Z [---] followers, [---] engagements "$IFRX--fully exited at a small loss (NP) (sold some on last spike). I think that opportunity is limited but could exist. PT maybe $3 and I may re-enter later upon more thorough analysis. My concern is that they need to partner out / raise both are hard as last data was rather limited. I think there is a 90% upside but that i assuming no raise which is rather untrue. SO real upside is way lower. -- My thinking: HS: 1.2B pk 4x [------] 24% = $79M ; CSU: 800M 4x [------] 12% = $21M +5M pipe +48M cash = $153M 67.8M = $2.26 @ $1.19 = 90% upside. HS PoS 24% (60% P2b 50% P3 80% PDUFA) CSU PoS 12%" [X Link](https://x.com/biotechsanya2/status/1994886110812553424) 2025-11-29T21:48Z [---] followers, [---] engagements "@charle77238 unless there is no buyout of course" [X Link](https://x.com/biotechsanya2/status/1995338366951338298) 2025-12-01T03:45Z [---] followers, [---] engagements "$JANX wait guys i thought they have immunology and stuff. it would help with low pfs right guys. not a me-too by any means right /s" [X Link](https://x.com/biotechsanya2/status/1995610968920056185) 2025-12-01T21:48Z [---] followers, [----] engagements ""i dont know the answer from the top of my head" -- $JANX golden stuff here" [X Link](https://x.com/biotechsanya2/status/1995618536669217089) 2025-12-01T22:18Z [---] followers, 10.4K engagements "$TRAW $8.00 HCW PT: Traws Pharma initiated with a Buy at H.C. Wainwright06:09 TRAW H.C. Wainwright analyst Brandon Folkes initiated coverage of Traws Pharma with a Buy rating and $8 price target" [X Link](https://x.com/biotechsanya2/status/1996334184403775926) 2025-12-03T21:42Z [---] followers, [---] engagements "@nicochristie how does this compare to Claude for Excel" [X Link](https://x.com/biotechsanya2/status/1996387125508612323) 2025-12-04T01:12Z [---] followers, [---] engagements "I really hate to say it but im following @seedy19tron into $SLNO trade. Entered at around $49. I also love $SNDX which he mentioned" [X Link](https://x.com/biotechsanya2/status/1998097920537842005) 2025-12-08T18:30Z [---] followers, [----] engagements "$rzlt my most sincere condolences to everyone involved. Had a thoughtcould high placebo response (40%) be due to the fact that all (30-60%) of all CHI cases are transient. I dont think they pre-specified for non transient cases did they Just something to ponder()" [X Link](https://x.com/biotechsanya2/status/1999129093942472959) 2025-12-11T14:48Z [---] followers, [---] engagements "If Ive got a problem know a hundred man will back it $IMVT War tee with the jacket you can tell by traffic" [X Link](https://x.com/biotechsanya2/status/2000705567262638259) 2025-12-15T23:12Z [---] followers, [---] engagements "$TRAW Interim shows Ratutrelvir clearly works insofar *looks* better than Paxlovid. What stands out to me is very low AE rate (7.6% vs 30% in Pax arm) and 0% rebound rate across entire Ratutrelvir cohort. Final data in Jan '26 question now is if they raise/who funds them. I really don't understand why the reaction is so muted however market appears to not care at all about these data insofar. Welcome any discussion/thoughts on the matter" [X Link](https://x.com/biotechsanya2/status/2001275841720856702) 2025-12-17T12:58Z [---] followers, [--] engagements "$TRAW Interim shows Ratutrelvir clearly works insofar *looks* better than Paxlovid. What stands out to me is very low AE rate (7.6% vs 30% in Pax arm) and 0% rebound rate across entire Ratutrelvir cohort. Final data in Jan '26 question now is if they raise/who funds them. I really don't understand why the reaction is so muted however market appears to not care at all about these data insofar. They are also broke yet have just enough money until Jan [----]. Welcome any discussion/thoughts on the matter" [X Link](https://x.com/biotechsanya2/status/2001277882916618569) 2025-12-17T13:06Z [---] followers, [--] engagements "$TRAW Interim -- Ratutrelvir has a cleaner profile than Paxlovid on tolerability nothing definitive yet however. What stands out to me is very low AE rate (7.6% vs 30% in Pax arm) and 0% rebound rate across entire Ratutrelvir cohort. Final data in Jan '26 question now is if they raise/who funds them. I really don't understand why the reaction is so muted however market appears to not care at all about these data insofar. They are also broke yet have just enough money until Jan [----]. Welcome any discussion/thoughts on the matter https://twitter.com/i/web/status/2001286190314524921" [X Link](https://x.com/biotechsanya2/status/2001286190314524921) 2025-12-17T13:39Z [---] followers, [---] engagements "Lol $TRAW absolutely brutal. Exited at a 25% loss from acb" [X Link](https://x.com/biotechsanya2/status/2001335727075086787) 2025-12-17T16:56Z [---] followers, [---] engagements "Congrats to @han_seoul_ohno He Called this one out at $34.00 $CYTK Approval for MYQORZO/Aficamten Label and REMS are out: Much less draconian than $BMY's Camzyos as people were expecting / hoping for Below for more: https://t.co/Y9ylSunbpH $CYTK Approval for MYQORZO/Aficamten Label and REMS are out: Much less draconian than $BMY's Camzyos as people were expecting / hoping for Below for more: https://t.co/Y9ylSunbpH" [X Link](https://x.com/biotechsanya2/status/2002127195712749624) 2025-12-19T21:21Z [---] followers, [---] engagements "@a_a_free @Biohazard3737 They are targetting ACPA+ only. Thw company as a whole is a good call option on FcRn working in a bunch of things" [X Link](https://x.com/biotechsanya2/status/2002134797590872471) 2025-12-19T21:51Z [---] followers, [--] engagements "@Biohazard3737 What do you think peak market for graves is total Have a proprietary model and this one is hard for me to understand. And what about SLE/SjD. Both seem to be rather humongous opportunities but its unclear to me what peak sales to assign therein" [X Link](https://x.com/biotechsanya2/status/2002823223743033632) 2025-12-21T19:27Z [---] followers, [---] engagements "$cytk we should all collectively thank blum for taking this to $34 on rems fuck up" [X Link](https://x.com/biotechsanya2/status/2003151629542171035) 2025-12-22T17:12Z [---] followers, [---] engagements "I dumped 2% into $KLRS but might go to 4-6% soon. I will treat this as a long-term lotto. TH103 is a VEGF trap engineered for extended ocular retention via HSPG binding targeting the durability problem that plagues current wet AMD therapies. I did a thorough analysis and it seems that (a) efficacy will most likely hold so I assign a 65% probability there and (b) given other precedents (here Opus [---] helped immensely) IOI rates are likely to land closer to 6-9% not 17% like in other comparable P3s. The key diff. vs brolucizumab // abicipar TH103 uses a validated Fc fusion backbone rather than" [X Link](https://x.com/biotechsanya2/status/2004517352889573775) 2025-12-26T11:39Z [---] followers, [----] engagements "Pertaining newly published $SLNO report Wow why are people freaking out about 10% d/c on otherwise great launch Oh I know why. It's b/c mgmt also freaked out and rambled like a bunch of pissy sorority girls about how a silly short report ruined their launch. $SLNO Wow why are people freaking out about 10% d/c on otherwise great launch Oh I know why. It's b/c mgmt also freaked out and rambled like a bunch of pissy sorority girls about how a silly short report ruined their launch. $SLNO" [X Link](https://x.com/biotechsanya2/status/2005423175883243535) 2025-12-28T23:38Z [---] followers, [----] engagements "This is one of the funniest companies out there. If you do hold through the catalyst it should be below 0.67% aum. This is a great shitco run-up however. Lets talk about a sleeper shit-co: $LPCN. Your next favorite 5-10x. Oral brexanolone in Phase [--] with data in Q2 [--]. Will be competing against Zurzuvae on course to do about $1b peak in [----]. Lets talk about a sleeper shit-co: $LPCN. Your next favorite 5-10x. Oral brexanolone in Phase [--] with data in Q2 [--]. Will be competing against Zurzuvae on course to do about $1b peak in 2032" [X Link](https://x.com/biotechsanya2/status/2006462581666632031) 2025-12-31T20:28Z [---] followers, [---] engagements "@PersimmonTI can you pleaseeeeee go short $LPCN" [X Link](https://x.com/biotechsanya2/status/2006466235182231600) 2025-12-31T20:43Z [---] followers, [----] engagements "$LPCN great write-up here. What a shitco $LPCN is my #biopick2026. Storied shitco that developed Tlando (oral testosterone). They're developing oral brexanolone a neuroactive steroid (NAS) for treatment of acute postpartum depression (PDD). This an oral version of brexanolone using the same technology that was used $LPCN is my #biopick2026. Storied shitco that developed Tlando (oral testosterone). They're developing oral brexanolone a neuroactive steroid (NAS) for treatment of acute postpartum depression (PDD). This an oral version of brexanolone using the same technology that was used" [X Link](https://x.com/biotechsanya2/status/2007216170269831419) 2026-01-02T22:23Z [---] followers, [---] engagements "Why is $TARA at only 100m EV" [X Link](https://x.com/biotechsanya2/status/2008267524836577458) 2026-01-05T20:01Z [---] followers, [---] engagements "@JoseRestonVA Its currently fairly valued. My PT is closer to $42. Why did you enter now What is your peak assumption for Palt" [X Link](https://x.com/biotechsanya2/status/2008303317521465357) 2026-01-05T22:23Z [---] followers, [---] engagements "@JoseRestonVA I would actually love to hear your opinion given your bullish PT on the company. What are PoS and Peak Sales in your opinion in AD And any opinion on the asthma asset I would love to hear the input as I have modelled the name and plan to write it up soon" [X Link](https://x.com/biotechsanya2/status/2008339317953802256) 2026-01-06T00:46Z [---] followers, [---] engagements "$IMVT looks undervalued with TED and MG alone contributing to 50% of current fair value. We know FcRn inhibition works in both. These are not a given but highly likely to succeed. Even if this is a 500m drug in each of the [--] aforementioned areas (which I lean it will be) at current price of 3.9b in EV and appropriate discounting company would be fairly valued at said 3.9b EV. The crown jewel of the group GD DMT thesis I assign a low PoS. Maybe 25% I really dont know how to look at it. MoA is sound but so far all we have is PoC data. IN GD I choose to believe and bet following Sheeps" [X Link](https://x.com/biotechsanya2/status/2008343861177790967) 2026-01-06T01:04Z [---] followers, [--] engagements "$SLS Claude CoT 😭😭😭" [X Link](https://x.com/biotechsanya2/status/2008360048313913517) 2026-01-06T02:08Z [---] followers, [---] engagements "@jeromeleonard5 @Biotech2k1 I was alluding to biotech2k1 thorough due diligence claim. I agree somewhat with your PS assumptions" [X Link](https://x.com/biotechsanya2/status/2010019583353410000) 2026-01-10T16:03Z [---] followers, [--] engagements "@Biotech2k1 @jeromeleonard5 I mean slapping random multiples pertaining to the rest of the pipeline is not thorough due diligence per se" [X Link](https://x.com/biotechsanya2/status/2010026598834287090) 2026-01-10T16:31Z [---] followers, [--] engagements "@AaronRosenblum5 @ShortShitStocks I mean its a very cost effective call option. I am not sure they are fairly valued here though seems like a very pricey point to enter. Many other such call option companies at lower price points" [X Link](https://x.com/biotechsanya2/status/2010083822130672126) 2026-01-10T20:18Z [---] followers, [---] engagements "@AaronRosenblum5 @BiotechAutist Its a wrong call tho. You have alluded to calls. Good research is meaningless if the call by itself is wrong" [X Link](https://x.com/biotechsanya2/status/2011162694959972799) 2026-01-13T19:45Z [---] followers, [---] engagements "@bingbingbom Is this bullish or bearish" [X Link](https://x.com/biotechsanya2/status/2014164525520454008) 2026-01-22T02:33Z [---] followers, [--] engagements "@Banana_Oncology What are your peak sales" [X Link](https://x.com/biotechsanya2/status/2014447808565202998) 2026-01-22T21:19Z [---] followers, [---] engagements "@Bios_n_Techs @seedy19tron @seedy19tron has to pump his $NKTR bags somehow. No position for me in either of these names" [X Link](https://x.com/biotechsanya2/status/2015198726801797122) 2026-01-24T23:03Z [---] followers, [---] engagements "@BillAckman Hopefully herbalife repeats" [X Link](https://x.com/biotechsanya2/status/2015478157780914229) 2026-01-25T17:33Z [---] followers, [--] engagements "applies to $EYPT too. @zipjet $OCUL and when you consider that 40% of wAMD patients discontinue treatment in the first year the current $15B market expands significantly when you give the discontinuers a long acting treatment that keeps them from quitting. @zipjet $OCUL and when you consider that 40% of wAMD patients discontinue treatment in the first year the current $15B market expands significantly when you give the discontinuers a long acting treatment that keeps them from quitting" [X Link](https://x.com/biotechsanya2/status/1999134505114730917) 2025-12-11T15:09Z [---] followers, [---] engagements "RT @PromptLLM: Has there been another company in recent memory that has just battered their competition so relentlessly This is a third m" [X Link](https://x.com/biotechsanya2/status/2015984245856973055) 2026-01-27T03:04Z [---] followers, [---] engagements "RT @BiotechAnalysst: $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report o" [X Link](https://x.com/biotechsanya2/status/2016235862892126718) 2026-01-27T19:44Z [---] followers, [--] engagements "#claude mobile app is really really broken and very hars to use. I am a big antropic enthusiast but this has to be fixed @AnthropicAI" [X Link](https://x.com/biotechsanya2/status/2017729728136835239) 2026-01-31T22:40Z [---] followers, [---] engagements "So I looked into them and did some preliminary conservative modelling with largely guesstimated values. The issue is that they out licensed virtually everything and maintain barely any remaining stakes. That being said they do not partake in development. Combined across assets there is around 10-15 billion USD in milestones over the next decade but most are tied to P1 assets with unclear data or very little data. They do have a working medical device business in Japan which frankly trades at a very low P/OpEx. but that isnt my area of experise and common 4.0x multiple does not apply here" [X Link](https://x.com/biotechsanya2/status/2017767205870399961) 2026-02-01T01:09Z [---] followers, [---] engagements "RT @bingbingbom: Few more thoughts to milk all that AZD5462 has to offer . Good Night . motherfucka. GR/" [X Link](https://x.com/biotechsanya2/status/2018830135177433532) 2026-02-03T23:33Z [---] followers, [--] engagements "$TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: Disclosure: I am long. https://substack.com/home/post/p-175670860 $TRAW seems like an obvious play at these levels: Binary P2a readout for TRX01 which has a $5b/year TAM in Covid-19 mcap at $15mil and strong PK data from P1. Target: $1326 if P2 is successful; also is a wonderful run-up play. Will publish full report soon on Substack. If they https://substack.com/home/post/p-175670860 $TRAW seems like an obvious play at these levels: Binary P2a readout for" [X Link](https://x.com/biotechsanya2/status/1976457875003408622) 2025-10-10T01:20Z [---] followers, [----] engagements "$ARVN should initiate crypto reserve strategy it will still carry more value than current platform" [X Link](https://x.com/biotechsanya2/status/1988716160951468396) 2025-11-12T21:10Z [---] followers, [---] engagements "$PTGX Market sleeping on PN-477. 2-30x more potent than retatrutide across all [--] receptors (GLP-1R/GIPR/GCGR) looks like a possible BiC efficacy + lean mass preservation AND orally stable (24hr vs 0.5hr for comps). Not Long enough" [X Link](https://x.com/biotechsanya2/status/1998856527709675648) 2025-12-10T20:45Z [---] followers, 14.2K engagements "@ChairmanofFM93 @exec_sum You have no clue what you are talking about. They have one of the best biotech teams out there" [X Link](https://x.com/biotechsanya2/status/2003269698532835512) 2025-12-23T01:01Z [---] followers, [--] engagements "@ChairmanofFM93 @exec_sum what exactly does your message prove repeating yourself fort he sake of repetition is meaningless. why exactly are they a nokia when it comes to biotech" [X Link](https://x.com/biotechsanya2/status/2003385907232293332) 2025-12-23T08:43Z [---] followers, [--] engagements "@ChairmanofFM93 @exec_sum Ad hominem 😭🙏" [X Link](https://x.com/biotechsanya2/status/2003411312655892848) 2025-12-23T10:24Z [---] followers, [--] engagements "$IMVT looks undervalued with TED and MG alone contributing to 50% of current fair value. We know FcRn inhibition works in both. These are not a given but highly likely to succeed. Even if this is a 500m drug in each of the [--] aforementioned areas (which I lean it will be) at current price of 3.9b in EV and appropriate discounting company would be fairly valued at a half of said 3.9b EV excluding cash. Keep in mind MG can be much bugger of a drug if they are truly BiC and generalised thesis (hypothesis) indeed holds. The crown jewel of the group GD DMT thesis I assign a low PoS. Maybe 25% I" [X Link](https://x.com/biotechsanya2/status/2008344768414458286) 2026-01-06T01:08Z [---] followers, [---] engagements "$ALMS @SamFazeli8 @MatteisPaul @BrianSkorney @t_lorriman @daphnezohar @mpreminger @ColonGraceE @bradloncar @JMaraganore @LifeSciVC @TimOpler $ALMS envudeucitinib shines in late-stage trials for plaque psoriasis. The TYK2 inhibitor showed best-in-class potential as U.S. approval bid looms. This has really become a story that I think people are starting to get really excited about. Envudeucitinib is not only @SamFazeli8 @MatteisPaul @BrianSkorney @t_lorriman @daphnezohar @mpreminger @ColonGraceE @bradloncar @JMaraganore @LifeSciVC @TimOpler $ALMS envudeucitinib shines in late-stage trials for" [X Link](https://x.com/biotechsanya2/status/2011288836991828400) 2026-01-14T04:06Z [---] followers, [---] engagements "It just especially in comparison to CRVS. I think taking even 5% of AD market is a huge win and that is all they can possible do and I think given how low their credibilty is M/A multiple cannot be 4x maybe 3x. If you keep it at 4x you are excluding prior failures from years ago. That being said CRVS isnt that clean either. I won neither as of now in my PA. What do you think is a good way to play Tregs I did yolo into CRVS options and want to repeat that ideation" [X Link](https://x.com/biotechsanya2/status/2014438274660761998) 2026-01-22T20:41Z [---] followers, [---] engagements "@Banana_Oncology sure but they are fairly valued here at [--]. my model says its worth $24 right now" [X Link](https://x.com/biotechsanya2/status/2014450694351167724) 2026-01-22T21:30Z [---] followers, [---] engagements "@phoenicianstrat @Banana_Oncology I mean sure but both assets are overvalued at rNPV they just are. Also dont forget kymeras past" [X Link](https://x.com/biotechsanya2/status/2014495310941155708) 2026-01-23T00:28Z [---] followers, [--] engagements "@JoseRestonVA I honeslty was thinking it is farily valued here but the fact that seedy is short makes me want to re-buy CRVS perhaps through LEAPS once those appear. $CRVS" [X Link](https://x.com/biotechsanya2/status/2015890297343914029) 2026-01-26T20:51Z [---] followers, [---] engagements "@JoseRestonVA What do you think the PoS is I mean you do have to give them heavy discount in likelihood ()" [X Link](https://x.com/biotechsanya2/status/2015891560328487126) 2026-01-26T20:56Z [---] followers, [---] engagements "@NightOwlBiotech $IBRX and $TLX are not supposed to be here. Delcath seems like a value trap" [X Link](https://x.com/biotechsanya2/status/2017713941573496952) 2026-01-31T21:37Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@biotechsanya2 SSV
SSV posts on X about $traw, $ifrx, market, $janx the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] -36%
- [--] Month [-----] -57%
- [--] Months [------] +3,620%
- [--] Year [------] +109,901%
Mentions: [--] #
- [--] Week [--] -30%
- [--] Month [--] -21%
- [--] Months [---] +1,443%
- [--] Year [---] +11,400%
Followers: [---] #
- [--] Week [---] no change
- [--] Month [---] +5.20%
- [--] Months [---] +506%
CreatorRank: undefined #
Social Influence
Social category influence stocks 11% finance 9% cryptocurrencies 2% currencies 2% technology brands 2%
Social topic influence $traw 11%, $ifrx 5%, market 4%, $janx 4%, $rzlt 4%, matter 3%, $alms 3%, $imvt 3%, $lpcn 3%, this is 2%
Top accounts mentioned or mentioned by @joserestonva @hannibalspeaks @seedy19tron @bananaoncology @chairmanoffm93 @execsum @osprey172 @biohazard3737 @jeromeleonard5 @biotech2k1 @aaronrosenblum5 @bingbingbom @streetcred2017 @princetongb @kiefchief69 @crocsanalyst @pcmbio @monacobiotech @bayareabiotechi @houndcl
Top assets mentioned Janux Therapeutics, Inc. (JANX) Alumis Inc. (ALMS) Immunovant, Inc. Common Stock (IMVT) Nuvation Bio Inc. (NUVB) Protagonist Therapeutics, Inc (PTGX) Soleno Therapeutics, Inc. Common Stock (SLNO) Cytokinetics Inc. (CYTK) Apogee Therapeutics, Inc. (APGE) Enliven Therapeutics, Inc. (ELVN) Terns Pharmaceuticals, Inc. (TERN) 2131KOBUSHIDE (21) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Hims & Hers Health, Inc. (HIMS) Nuvalent, Inc. (NUVL) IDEAYA Biosciences, Inc. Common Stock (IDYA) Structure Therapeutics Inc. (GPCR) Viking Therapeutics, Inc (VKTX) Novo-Nordisk (NVO) Pfizer, Inc. (PFE) Metsera, Inc. (MTSR) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Incyte Corporation (INCY) uniQure N.V. (QURE) Olema Pharmaceuticals, Inc. (OLMA) Taraxa (TARA) Ocular Therapeutix, Inc. (OCUL)
Top Social Posts
Top posts by engagements in the last [--] hours
"@hannibalspeaks Sotyktu is a shit drug that is why the sales are low. This is not a correct interpretation. ALMS is very obviously worth at least $35 on full approval and that assume around [----] million in sales"
X Link 2026-02-03T04:56Z [---] followers, [---] engagements
"Your modelling assumption is just wrong. Saying its 5x current sales is nonsense. First they arent even at peak yet with Sotyktu being a relatively new product. Second they are arguably BiC on dosing convenience. If anything am more concerned about Ico comp than Takeda. PsO market is 30b and my assumption is they take 5% of that at minimum with little to no issue if we give them 6-7 yrs. The critique of $ALMS can be targeted at potential safety issues but ur thinking on current sales as a proxy for steady-state penetration is a category error. Just nonsense thesis and really hurts your other"
X Link 2026-02-03T06:17Z [---] followers, [---] engagements
"$APGE looks fairly valued to me right now. $65 would he more fair with present information. Just a note for my future self on the matter. Again this is rNPV. If [---] is successful in AD $110 or so appears to be more appropriate. Not sure what to own here right now"
X Link 2026-01-06T00:20Z [---] followers, [----] engagements
"$ELVN is too cheap here. I think its worth $32.5 on a risk-adjusted basis. This assumes 2b peak sales and a heavy discount rate. MoA is also differentiated unlike $TERN's approach which risks proving to be a me-better. $ELVN vs $TERN - interesting data here little different mechanism. https://t.co/coy0yqKaIc $ELVN vs $TERN - interesting data here little different mechanism. https://t.co/coy0yqKaIc"
X Link 2026-01-10T21:07Z [---] followers, [----] engagements
"$ALMS -- apparently there is $21 million in recent insider buys -- post data. Overall history of $ALMS is exclusively insider buys as well"
X Link 2026-01-13T19:25Z [---] followers, [---] engagements
"Interesting find re : $ALMS. Any experts on the name that could advise on the matter Why is this not discussed at all Chances of black box still [--] https://t.co/bV6pp7Udmu Why is this not discussed at all Chances of black box still [--] https://t.co/bV6pp7Udmu"
X Link 2026-01-23T16:48Z [---] followers, [----] engagements
"I can't wrap my head around Lutikizumab inverted dose response w/out thinking of $MLTX. Not a good look for '009 ( $AVTX ). anyone thinks otherwise"
X Link 2026-02-01T05:20Z [---] followers, [---] engagements
"$HIMS absolutely framemogged by ASU frat leader Adam May while jestermaxxing at FDA fraternity. Epic cortisol spike"
X Link 2026-02-10T00:45Z [---] followers, [----] engagements
"$IFRX-- I think the main question is: did Avacopan fail because of insufficient blockade on of C5aR OR because C5aR s not rate-limiting If INF904 is a better Avacopan it DOESN'T matter if the reason why Ava' failed is that C5aR blockade doesn't achieve anything due to TNF-a signalling; other "Ils" is what drives signalling-- if the case is that C5aR blockade (IFRX thinks they have a more potent Ava') IS sufficient this COULD be a win. I think the odds of this working are minimal as we know that [--] C5a inhibitors have already failed that being said there's a small chance this hits as this"
X Link 2025-10-15T22:21Z [---] followers, [---] engagements
"@StreetCred2017 Yes I am referring to Avas failed HS trial. Also interesting they have never tested this in CSU despite sort of similar ideation therein and pathways etc"
X Link 2025-10-15T22:32Z [---] followers, [---] engagements
"agree completely $NUVB is incredibly interesting esp when compared to $NUVL $NUVB - everyone is sleeping on safusidenib https://t.co/WQIlazZ3I5 $NUVB - everyone is sleeping on safusidenib https://t.co/WQIlazZ3I5"
X Link 2025-10-16T00:59Z [---] followers, [----] engagements
"$IDYA is one of the highest quality longs out there. Disproportionately longing IDYA since 20s. @JoseRestonVA @princetongb Id like to see that mtap deal with Roche materialise. And let then take a stake in $idya in the mid to high 40s on top of it. Could end up with nearly 2b in cash and a break even horizon in [--]. @JoseRestonVA @princetongb Id like to see that mtap deal with Roche materialise. And let then take a stake in $idya in the mid to high 40s on top of it. Could end up with nearly 2b in cash and a break even horizon in 27"
X Link 2025-10-18T17:14Z [---] followers, [----] engagements
"@Osprey172 Its more than multi-billion. In my modelling i assign a value of [----] though because if the risk of all-out pandemic does materialise the price targets become more than absurd"
X Link 2025-10-18T17:16Z [---] followers, [--] engagements
"@Osprey172 Like 500x upside if the pandemic ever materialised FD"
X Link 2025-10-18T17:17Z [---] followers, [--] engagements
"@seedy19tron @KiefChief69 @CrocsAnalyst seedy is nktr a buyout candidate can you remind me pls also do they have a differentiated MoA Not sure about these parts. thx"
X Link 2025-10-20T02:31Z [---] followers, [---] engagements
"$IFRX-- what is of interest is BIIB-Vanqua deal for Vanqua's preclin C5aR1 asset @ $70m + ample bio$. Wonder what exactly made BIIB pay 70m upfront for non-clinically validated C5a(s). Makes the debate on C5as role (if any) quite interesting. I suppose we will discover soon. $IFRX-- I think the main question is: did Avacopan fail because of insufficient blockade on of C5aR OR because C5aR s not rate-limiting If INF904 is a better Avacopan it DOESN'T matter if the reason why Ava' failed is that C5aR blockade doesn't achieve anything due to TNF-a $IFRX-- I think the main question is: did"
X Link 2025-10-28T03:08Z [---] followers, [----] engagements
"$JANX why sell now"
X Link 2025-10-28T14:34Z [---] followers, [---] engagements
"@PCM_bio Lol INSM cheap. Sure why not"
X Link 2025-10-30T22:42Z [---] followers, [--] engagements
"@monaco_biotech I have a feeling we will see this with KRYS TGTX SNDX really soon"
X Link 2025-11-01T03:31Z [---] followers, [---] engagements
"@seedy19tron @BayAreaBiotechI What is this schizo write up man. How do you go from timing NKTR at [--] to longing SLNO. Are we serious right now"
X Link 2025-11-04T22:24Z [---] followers, [---] engagements
"$TRAW is still a great buy at $2.16 $TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: https://t.co/6zS4bjuIOa Disclosure: I am long. $TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: https://t.co/6zS4bjuIOa Disclosure: I am long"
X Link 2025-11-05T19:44Z [---] followers, [---] engagements
"@houndcl All this tells me is that something could be seriously weong with VKTX and $GPCR. Why didnt either party approach them And at the heavy discount to current bidding war too"
X Link 2025-11-06T16:25Z [---] followers, [---] engagements
"Why didnt PFE or NVO approach $VKTX All this bidding war tells me is that something could be seriously wrong with [----]. Otherwise I just dont see how you offer 10b for earlier stager with slightly better profile (is it) . VKTX exists at a 50% B/O discount to MTSR imho"
X Link 2025-11-06T16:29Z [---] followers, [---] engagements
"@DragonMaxGoku @rezfszubagoly Something has to be wrong w [----] this is a ridiculous overpricing of met"
X Link 2025-11-06T16:50Z [---] followers, [--] engagements
"What if $NVO just did this for shits and giggles to force $PFE burn more cash would make perfect sense imho. What if they knew PFE would retaliate mind games $mtsr"
X Link 2025-11-08T18:04Z [---] followers, [---] engagements
"$IFRX So BIIB indeed knew something. IFRC was a rather clear buy after BIIB's $70m +1100m$ acq.+biobucks of Vanqua's C5a asset. $IFRX-- what is of interest is BIIB-Vanqua deal for Vanqua's preclin C5aR1 asset @ $70m + ample bio$. Wonder what exactly made BIIB pay 70m upfront for non-clinically validated C5a(s). Makes the debate on C5as role (if any) quite interesting. I suppose we will discover soon. $IFRX-- what is of interest is BIIB-Vanqua deal for Vanqua's preclin C5aR1 asset @ $70m + ample bio$. Wonder what exactly made BIIB pay 70m upfront for non-clinically validated C5a(s). Makes the"
X Link 2025-11-10T21:32Z [---] followers, [---] engagements
"$IFRX i think this is worth $5-12 per share. Initiated a small position. Substack coming soon"
X Link 2025-11-10T21:57Z [---] followers, [----] engagements
"$IFRX Highly speculative. I assign a theoretical total PoS for HS/CSU (same napkin math) of 50% for p2b 50% for p3 80% PDUFA == .5*.5.8 10% error bands (not an expert in HS/CSU) or so 10-30%. CSU likely is a [----] however warrants some accounting for. 5-12 current fair value given: 25% discount rate 30% penetration at BiC potential 10-30% PoS across all INF904 lines. Worth mentioning likely IFRX is likely a [----] if INF904 fails. de minimus position on my end. Low confidence in [---] actually being BiC; payout makes this an EV-positive bet however"
X Link 2025-11-10T23:55Z [---] followers, [---] engagements
"@financebully Open label nature assigns probability this is negligible hence i think pos 30% at best. I need to see way more data. Would tread carefully and not make conclusions too big; do see potential however hence am reasonably bullish"
X Link 2025-11-10T23:58Z [---] followers, [--] engagements
"$PTGX (L) Gugg targeting PT of $65 lmao-- is their discount rate at 15-20% Where does the number even come from Realistic PT is 110-116/sh and that is for ICO alone Rusfertide is another 15-20 a share and preclin assets are maybe 5-10 grand total Discount 10% (npv)"
X Link 2025-11-11T01:57Z [---] followers, [---] engagements
"$SNDX (L) Even @ $17.05/share $SNDX trades at a material discount to its hypothetical M&A valuation using peer Year [--] M&A revenue multiples cited by Centerview Partners as appropriate for $SWTX (not SNDX) Note [--] of [--] SWTX peers were acquired for [---] - 5.2X Year [--] ests $INCY $XBI $IBB https://t.co/ym8xZt5RRb Even @ $17.05/share $SNDX trades at a material discount to its hypothetical M&A valuation using peer Year [--] M&A revenue multiples cited by Centerview Partners as appropriate for $SWTX (not SNDX) Note [--] of [--] SWTX peers were acquired for [---] - 5.2X Year [--] ests $INCY $XBI $IBB"
X Link 2025-11-11T17:55Z [---] followers, [---] engagements
"$RZLT Interesting Norwegian study on CHI seems to suggest that largest CHI genetic subgroup is completely non-responsive to DZ (Only 25% responded to DZ (ABCC8)) DZ had no effect in 64% of all CHI patients Clearly market for CHI treatment exists. https://academic.oup.com/jcem/article/110/2/554/7706146login=false https://academic.oup.com/jcem/article/110/2/554/7706146login=false"
X Link 2025-11-12T17:06Z [---] followers, [---] engagements
"$TRAW shoutout to merck"
X Link 2025-11-14T16:57Z [---] followers, [---] engagements
"$TRAW 2.22m vol vs 160k daily avg on merck news. +45% in a day"
X Link 2025-11-14T16:58Z [---] followers, [---] engagements
"$RZLT -- want to trust management but it is rather unclear where the [----] CHI patient figure (US) comes from. Does anyone know how they have estimated the number despite claims databases"
X Link 2025-11-14T21:22Z [---] followers, [---] engagements
"@Jonny_fun_guy Have you ever seen a probability adjusted model I dont even hold $QURE but posts like these are braindead. Why would they necessarily hold a p3 What are your arguments even Just pmo content of no value"
X Link 2025-11-17T06:05Z [---] followers, [----] engagements
"Does the music ever really stop Ai qc crypto outflows should flow at least partially to $XBI that being said i suggest hedging to ensue"
X Link 2025-11-18T18:57Z [---] followers, [---] engagements
"$NUVB closed most of my position CEO commentary pumping the name by 50% is how you know we are in the bull market😭😭🙏"
X Link 2025-11-19T19:35Z [---] followers, [---] engagements
"Added to $TRAW. I am still a big believer in the story despite recent weakness. Plan to hold until at least $13.00 given (if) good data to come later in the year. Readout imminent by EOY Do your own dd $0 on failure $TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: https://t.co/6zS4bjuIOa Disclosure: I am long. $TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: https://t.co/6zS4bjuIOa Disclosure: I am long"
X Link 2025-11-20T18:15Z [---] followers, [---] engagements
"somehow sonnet [---] lacks logical coherence and style opus [---] very obviously has despite superior benchmark performance. Sonnet [---] feels like a very smart but lazy model cutting corners everywhere. With Opus you do feel like pricing makes sense. We need a truly "expensive" Opus"
X Link 2025-11-21T21:55Z [---] followers, [---] engagements
"$TRAW I think what really matters is superiority to Pax V1. Simply being non-inferior likely doesn't matter that much. I lower my PoS from 50% to around 30%. Tread carefully"
X Link 2025-11-22T19:03Z [---] followers, [---] engagements
"@jw929204 $OLMA"
X Link 2025-11-23T01:37Z [---] followers, [---] engagements
"@pizzintwatch @Polymarket You are a bunch of gambling addicted degenerates. I sincerely wish nothing but financial ruin to you people"
X Link 2025-11-26T22:16Z [---] followers, [--] engagements
"$JANX I will die on this hill @DickMedChem No-one cares about this. Like not a single investor was ever buying JANX on the idea of immunology. Mgmt knows that [---] is the only thing thats matters but they do bs like this for shits and giggles anyways. @DickMedChem No-one cares about this. Like not a single investor was ever buying JANX on the idea of immunology. Mgmt knows that [---] is the only thing thats matters but they do bs like this for shits and giggles anyways"
X Link 2025-11-27T04:54Z [---] followers, [----] engagements
"$RLZT how big is the market We know DZX doesn't really work. We also know many CHI cases are transient. So how big is the market truly $RZLT Interesting Norwegian study on CHI https://t.co/lpSYBwdX6X seems to suggest that largest CHI genetic subgroup is completely non-responsive to DZ (Only 25% responded to DZ (ABCC8)) DZ had no effect in 64% of all CHI patients Clearly market for CHI treatment exists. https://t.co/QH6RhCVjDW $RZLT Interesting Norwegian study on CHI https://t.co/lpSYBwdX6X seems to suggest that largest CHI genetic subgroup is completely non-responsive to DZ (Only 25%"
X Link 2025-11-27T23:41Z [---] followers, [---] engagements
"$IFRX--fully exited at a small loss (NP) (sold some on last spike). I think that opportunity is limited but could exist. PT maybe $3 and I may re-enter later upon more thorough analysis. My concern is that they need to partner out / raise both are hard as last data was rather limited. I think there is a 90% upside but that i assuming no raise which is rather untrue. SO real upside is way lower. -- My thinking: HS: 1.2B pk 4x [------] 24% = $79M ; CSU: 800M 4x [------] 12% = $21M +5M pipe +48M cash = $153M 67.8M = $2.26 @ $1.19 = 90% upside. HS PoS 24% (60% P2b 50% P3 80% PDUFA) CSU PoS 12%"
X Link 2025-11-29T21:48Z [---] followers, [---] engagements
"@charle77238 unless there is no buyout of course"
X Link 2025-12-01T03:45Z [---] followers, [---] engagements
"$JANX wait guys i thought they have immunology and stuff. it would help with low pfs right guys. not a me-too by any means right /s"
X Link 2025-12-01T21:48Z [---] followers, [----] engagements
""i dont know the answer from the top of my head" -- $JANX golden stuff here"
X Link 2025-12-01T22:18Z [---] followers, 10.4K engagements
"$TRAW $8.00 HCW PT: Traws Pharma initiated with a Buy at H.C. Wainwright06:09 TRAW H.C. Wainwright analyst Brandon Folkes initiated coverage of Traws Pharma with a Buy rating and $8 price target"
X Link 2025-12-03T21:42Z [---] followers, [---] engagements
"@nicochristie how does this compare to Claude for Excel"
X Link 2025-12-04T01:12Z [---] followers, [---] engagements
"I really hate to say it but im following @seedy19tron into $SLNO trade. Entered at around $49. I also love $SNDX which he mentioned"
X Link 2025-12-08T18:30Z [---] followers, [----] engagements
"$rzlt my most sincere condolences to everyone involved. Had a thoughtcould high placebo response (40%) be due to the fact that all (30-60%) of all CHI cases are transient. I dont think they pre-specified for non transient cases did they Just something to ponder()"
X Link 2025-12-11T14:48Z [---] followers, [---] engagements
"If Ive got a problem know a hundred man will back it $IMVT War tee with the jacket you can tell by traffic"
X Link 2025-12-15T23:12Z [---] followers, [---] engagements
"$TRAW Interim shows Ratutrelvir clearly works insofar looks better than Paxlovid. What stands out to me is very low AE rate (7.6% vs 30% in Pax arm) and 0% rebound rate across entire Ratutrelvir cohort. Final data in Jan '26 question now is if they raise/who funds them. I really don't understand why the reaction is so muted however market appears to not care at all about these data insofar. Welcome any discussion/thoughts on the matter"
X Link 2025-12-17T12:58Z [---] followers, [--] engagements
"$TRAW Interim shows Ratutrelvir clearly works insofar looks better than Paxlovid. What stands out to me is very low AE rate (7.6% vs 30% in Pax arm) and 0% rebound rate across entire Ratutrelvir cohort. Final data in Jan '26 question now is if they raise/who funds them. I really don't understand why the reaction is so muted however market appears to not care at all about these data insofar. They are also broke yet have just enough money until Jan [----]. Welcome any discussion/thoughts on the matter"
X Link 2025-12-17T13:06Z [---] followers, [--] engagements
"$TRAW Interim -- Ratutrelvir has a cleaner profile than Paxlovid on tolerability nothing definitive yet however. What stands out to me is very low AE rate (7.6% vs 30% in Pax arm) and 0% rebound rate across entire Ratutrelvir cohort. Final data in Jan '26 question now is if they raise/who funds them. I really don't understand why the reaction is so muted however market appears to not care at all about these data insofar. They are also broke yet have just enough money until Jan [----]. Welcome any discussion/thoughts on the matter https://twitter.com/i/web/status/2001286190314524921"
X Link 2025-12-17T13:39Z [---] followers, [---] engagements
"Lol $TRAW absolutely brutal. Exited at a 25% loss from acb"
X Link 2025-12-17T16:56Z [---] followers, [---] engagements
"Congrats to @han_seoul_ohno He Called this one out at $34.00 $CYTK Approval for MYQORZO/Aficamten Label and REMS are out: Much less draconian than $BMY's Camzyos as people were expecting / hoping for Below for more: https://t.co/Y9ylSunbpH $CYTK Approval for MYQORZO/Aficamten Label and REMS are out: Much less draconian than $BMY's Camzyos as people were expecting / hoping for Below for more: https://t.co/Y9ylSunbpH"
X Link 2025-12-19T21:21Z [---] followers, [---] engagements
"@a_a_free @Biohazard3737 They are targetting ACPA+ only. Thw company as a whole is a good call option on FcRn working in a bunch of things"
X Link 2025-12-19T21:51Z [---] followers, [--] engagements
"@Biohazard3737 What do you think peak market for graves is total Have a proprietary model and this one is hard for me to understand. And what about SLE/SjD. Both seem to be rather humongous opportunities but its unclear to me what peak sales to assign therein"
X Link 2025-12-21T19:27Z [---] followers, [---] engagements
"$cytk we should all collectively thank blum for taking this to $34 on rems fuck up"
X Link 2025-12-22T17:12Z [---] followers, [---] engagements
"I dumped 2% into $KLRS but might go to 4-6% soon. I will treat this as a long-term lotto. TH103 is a VEGF trap engineered for extended ocular retention via HSPG binding targeting the durability problem that plagues current wet AMD therapies. I did a thorough analysis and it seems that (a) efficacy will most likely hold so I assign a 65% probability there and (b) given other precedents (here Opus [---] helped immensely) IOI rates are likely to land closer to 6-9% not 17% like in other comparable P3s. The key diff. vs brolucizumab // abicipar TH103 uses a validated Fc fusion backbone rather than"
X Link 2025-12-26T11:39Z [---] followers, [----] engagements
"Pertaining newly published $SLNO report Wow why are people freaking out about 10% d/c on otherwise great launch Oh I know why. It's b/c mgmt also freaked out and rambled like a bunch of pissy sorority girls about how a silly short report ruined their launch. $SLNO Wow why are people freaking out about 10% d/c on otherwise great launch Oh I know why. It's b/c mgmt also freaked out and rambled like a bunch of pissy sorority girls about how a silly short report ruined their launch. $SLNO"
X Link 2025-12-28T23:38Z [---] followers, [----] engagements
"This is one of the funniest companies out there. If you do hold through the catalyst it should be below 0.67% aum. This is a great shitco run-up however. Lets talk about a sleeper shit-co: $LPCN. Your next favorite 5-10x. Oral brexanolone in Phase [--] with data in Q2 [--]. Will be competing against Zurzuvae on course to do about $1b peak in [----]. Lets talk about a sleeper shit-co: $LPCN. Your next favorite 5-10x. Oral brexanolone in Phase [--] with data in Q2 [--]. Will be competing against Zurzuvae on course to do about $1b peak in 2032"
X Link 2025-12-31T20:28Z [---] followers, [---] engagements
"@PersimmonTI can you pleaseeeeee go short $LPCN"
X Link 2025-12-31T20:43Z [---] followers, [----] engagements
"$LPCN great write-up here. What a shitco $LPCN is my #biopick2026. Storied shitco that developed Tlando (oral testosterone). They're developing oral brexanolone a neuroactive steroid (NAS) for treatment of acute postpartum depression (PDD). This an oral version of brexanolone using the same technology that was used $LPCN is my #biopick2026. Storied shitco that developed Tlando (oral testosterone). They're developing oral brexanolone a neuroactive steroid (NAS) for treatment of acute postpartum depression (PDD). This an oral version of brexanolone using the same technology that was used"
X Link 2026-01-02T22:23Z [---] followers, [---] engagements
"Why is $TARA at only 100m EV"
X Link 2026-01-05T20:01Z [---] followers, [---] engagements
"@JoseRestonVA Its currently fairly valued. My PT is closer to $42. Why did you enter now What is your peak assumption for Palt"
X Link 2026-01-05T22:23Z [---] followers, [---] engagements
"@JoseRestonVA I would actually love to hear your opinion given your bullish PT on the company. What are PoS and Peak Sales in your opinion in AD And any opinion on the asthma asset I would love to hear the input as I have modelled the name and plan to write it up soon"
X Link 2026-01-06T00:46Z [---] followers, [---] engagements
"$IMVT looks undervalued with TED and MG alone contributing to 50% of current fair value. We know FcRn inhibition works in both. These are not a given but highly likely to succeed. Even if this is a 500m drug in each of the [--] aforementioned areas (which I lean it will be) at current price of 3.9b in EV and appropriate discounting company would be fairly valued at said 3.9b EV. The crown jewel of the group GD DMT thesis I assign a low PoS. Maybe 25% I really dont know how to look at it. MoA is sound but so far all we have is PoC data. IN GD I choose to believe and bet following Sheeps"
X Link 2026-01-06T01:04Z [---] followers, [--] engagements
"$SLS Claude CoT 😭😭😭"
X Link 2026-01-06T02:08Z [---] followers, [---] engagements
"@jeromeleonard5 @Biotech2k1 I was alluding to biotech2k1 thorough due diligence claim. I agree somewhat with your PS assumptions"
X Link 2026-01-10T16:03Z [---] followers, [--] engagements
"@Biotech2k1 @jeromeleonard5 I mean slapping random multiples pertaining to the rest of the pipeline is not thorough due diligence per se"
X Link 2026-01-10T16:31Z [---] followers, [--] engagements
"@AaronRosenblum5 @ShortShitStocks I mean its a very cost effective call option. I am not sure they are fairly valued here though seems like a very pricey point to enter. Many other such call option companies at lower price points"
X Link 2026-01-10T20:18Z [---] followers, [---] engagements
"@AaronRosenblum5 @BiotechAutist Its a wrong call tho. You have alluded to calls. Good research is meaningless if the call by itself is wrong"
X Link 2026-01-13T19:45Z [---] followers, [---] engagements
"@bingbingbom Is this bullish or bearish"
X Link 2026-01-22T02:33Z [---] followers, [--] engagements
"@Banana_Oncology What are your peak sales"
X Link 2026-01-22T21:19Z [---] followers, [---] engagements
"@Bios_n_Techs @seedy19tron @seedy19tron has to pump his $NKTR bags somehow. No position for me in either of these names"
X Link 2026-01-24T23:03Z [---] followers, [---] engagements
"@BillAckman Hopefully herbalife repeats"
X Link 2026-01-25T17:33Z [---] followers, [--] engagements
"applies to $EYPT too. @zipjet $OCUL and when you consider that 40% of wAMD patients discontinue treatment in the first year the current $15B market expands significantly when you give the discontinuers a long acting treatment that keeps them from quitting. @zipjet $OCUL and when you consider that 40% of wAMD patients discontinue treatment in the first year the current $15B market expands significantly when you give the discontinuers a long acting treatment that keeps them from quitting"
X Link 2025-12-11T15:09Z [---] followers, [---] engagements
"RT @PromptLLM: Has there been another company in recent memory that has just battered their competition so relentlessly This is a third m"
X Link 2026-01-27T03:04Z [---] followers, [---] engagements
"RT @BiotechAnalysst: $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report o"
X Link 2026-01-27T19:44Z [---] followers, [--] engagements
"#claude mobile app is really really broken and very hars to use. I am a big antropic enthusiast but this has to be fixed @AnthropicAI"
X Link 2026-01-31T22:40Z [---] followers, [---] engagements
"So I looked into them and did some preliminary conservative modelling with largely guesstimated values. The issue is that they out licensed virtually everything and maintain barely any remaining stakes. That being said they do not partake in development. Combined across assets there is around 10-15 billion USD in milestones over the next decade but most are tied to P1 assets with unclear data or very little data. They do have a working medical device business in Japan which frankly trades at a very low P/OpEx. but that isnt my area of experise and common 4.0x multiple does not apply here"
X Link 2026-02-01T01:09Z [---] followers, [---] engagements
"RT @bingbingbom: Few more thoughts to milk all that AZD5462 has to offer . Good Night . motherfucka. GR/"
X Link 2026-02-03T23:33Z [---] followers, [--] engagements
"$TRAW-- wrote a Substack summarizing my long thesis. TL;DR $TRAW is completely mispriced in NPV terms and TRX01's BiC potential. Read here: Disclosure: I am long. https://substack.com/home/post/p-175670860 $TRAW seems like an obvious play at these levels: Binary P2a readout for TRX01 which has a $5b/year TAM in Covid-19 mcap at $15mil and strong PK data from P1. Target: $1326 if P2 is successful; also is a wonderful run-up play. Will publish full report soon on Substack. If they https://substack.com/home/post/p-175670860 $TRAW seems like an obvious play at these levels: Binary P2a readout for"
X Link 2025-10-10T01:20Z [---] followers, [----] engagements
"$ARVN should initiate crypto reserve strategy it will still carry more value than current platform"
X Link 2025-11-12T21:10Z [---] followers, [---] engagements
"$PTGX Market sleeping on PN-477. 2-30x more potent than retatrutide across all [--] receptors (GLP-1R/GIPR/GCGR) looks like a possible BiC efficacy + lean mass preservation AND orally stable (24hr vs 0.5hr for comps). Not Long enough"
X Link 2025-12-10T20:45Z [---] followers, 14.2K engagements
"@ChairmanofFM93 @exec_sum You have no clue what you are talking about. They have one of the best biotech teams out there"
X Link 2025-12-23T01:01Z [---] followers, [--] engagements
"@ChairmanofFM93 @exec_sum what exactly does your message prove repeating yourself fort he sake of repetition is meaningless. why exactly are they a nokia when it comes to biotech"
X Link 2025-12-23T08:43Z [---] followers, [--] engagements
"@ChairmanofFM93 @exec_sum Ad hominem 😭🙏"
X Link 2025-12-23T10:24Z [---] followers, [--] engagements
"$IMVT looks undervalued with TED and MG alone contributing to 50% of current fair value. We know FcRn inhibition works in both. These are not a given but highly likely to succeed. Even if this is a 500m drug in each of the [--] aforementioned areas (which I lean it will be) at current price of 3.9b in EV and appropriate discounting company would be fairly valued at a half of said 3.9b EV excluding cash. Keep in mind MG can be much bugger of a drug if they are truly BiC and generalised thesis (hypothesis) indeed holds. The crown jewel of the group GD DMT thesis I assign a low PoS. Maybe 25% I"
X Link 2026-01-06T01:08Z [---] followers, [---] engagements
"$ALMS @SamFazeli8 @MatteisPaul @BrianSkorney @t_lorriman @daphnezohar @mpreminger @ColonGraceE @bradloncar @JMaraganore @LifeSciVC @TimOpler $ALMS envudeucitinib shines in late-stage trials for plaque psoriasis. The TYK2 inhibitor showed best-in-class potential as U.S. approval bid looms. This has really become a story that I think people are starting to get really excited about. Envudeucitinib is not only @SamFazeli8 @MatteisPaul @BrianSkorney @t_lorriman @daphnezohar @mpreminger @ColonGraceE @bradloncar @JMaraganore @LifeSciVC @TimOpler $ALMS envudeucitinib shines in late-stage trials for"
X Link 2026-01-14T04:06Z [---] followers, [---] engagements
"It just especially in comparison to CRVS. I think taking even 5% of AD market is a huge win and that is all they can possible do and I think given how low their credibilty is M/A multiple cannot be 4x maybe 3x. If you keep it at 4x you are excluding prior failures from years ago. That being said CRVS isnt that clean either. I won neither as of now in my PA. What do you think is a good way to play Tregs I did yolo into CRVS options and want to repeat that ideation"
X Link 2026-01-22T20:41Z [---] followers, [---] engagements
"@Banana_Oncology sure but they are fairly valued here at [--]. my model says its worth $24 right now"
X Link 2026-01-22T21:30Z [---] followers, [---] engagements
"@phoenicianstrat @Banana_Oncology I mean sure but both assets are overvalued at rNPV they just are. Also dont forget kymeras past"
X Link 2026-01-23T00:28Z [---] followers, [--] engagements
"@JoseRestonVA I honeslty was thinking it is farily valued here but the fact that seedy is short makes me want to re-buy CRVS perhaps through LEAPS once those appear. $CRVS"
X Link 2026-01-26T20:51Z [---] followers, [---] engagements
"@JoseRestonVA What do you think the PoS is I mean you do have to give them heavy discount in likelihood ()"
X Link 2026-01-26T20:56Z [---] followers, [---] engagements
"@NightOwlBiotech $IBRX and $TLX are not supposed to be here. Delcath seems like a value trap"
X Link 2026-01-31T21:37Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing