# ![@drsprs Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::182541217.png) @drsprs Dr. S

Dr. S posts on X about in the, $vrtx, $xbi, $ntla the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::182541217/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::182541217/c:line/m:interactions.svg)

- [--] Week [------] +117%
- [--] Month [------] +312%
- [--] Months [-------] +109%
- [--] Year [-------] -0.66%

### Mentions: [--] [#](/creator/twitter::182541217/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::182541217/c:line/m:posts_active.svg)

- [--] Month [--] -81%
- [--] Months [--] +4.60%
- [--] Year [---] -15%

### Followers: [-----] [#](/creator/twitter::182541217/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::182541217/c:line/m:followers.svg)

- [--] Week [-----] +0.13%
- [--] Month [-----] +0.79%
- [--] Months [-----] +14%
- [--] Year [-----] +30%

### CreatorRank: [---------] [#](/creator/twitter::182541217/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::182541217/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[in the](/topic/in-the), [$vrtx](/topic/$vrtx), [$xbi](/topic/$xbi), [$ntla](/topic/$ntla), [$ilmn](/topic/$ilmn), [$nari](/topic/$nari), [$huma](/topic/$huma), [$gh](/topic/$gh), [imo](/topic/imo), [$jnj](/topic/$jnj)

**Top assets mentioned**
[Vertex Protocol (VRTX)](/topic/$vrtx) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Inari Medical, Inc. (NARI)](/topic/$nari) [Huma Finance (HUMA)](/topic/$huma) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Johnson & Johnson (JNJ)](/topic/$jnj) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [DexCom, Inc. (DXCM)](/topic/$dxcm) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Pacific Biosciences of California, Inc. (PACB)](/topic/$pacb) [Exact Sciences Corp (EXAS)](/topic/$exas) [ShockWave Medical, Inc. (SWAV)](/topic/$swav) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Insulet, Corp. (PODD)](/topic/$podd) [BEAM (BEAM)](/topic/$beam) [AbbVie Inc (ABBV)](/topic/$abbv) [Measurable Data Token (MDT)](/topic/$mdt) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Cere Network (CERE)](/topic/$cere) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Pentagon Games (PEN)](/topic/$pen) [Basilisk (BSX)](/topic/$bsx) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Karuna Therapeutics, Inc. Common Stock (KRTX)](/topic/$krtx) [Geron Corp (GERN)](/topic/$gern) [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [Bruker, Corp. (BRKR)](/topic/$brkr) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Novartis AG (NVS)](/topic/$nvs) [Eli Lilly and Company (LLY)](/topic/$lly) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [Passage (PASG)](/topic/$pasg) [Insmed, Inc. (INSM)](/topic/$insm) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [Prime Medicine, Inc. (PRME)](/topic/$prme) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Immunome, Inc. (IMNM)](/topic/$imnm) [3M Co (MMM)](/topic/$mmm) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Sea Limited (SE)](/topic/$se) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@JD4for4 Can no longer buy $RAAC to redeem"  
[X Link](https://x.com/drsprs/status/1415871963038240777)  2021-07-16T03:12Z [----] followers, [--] engagements


"This NYT article was written by somebody without an understanding of medical diagnostics and statistics. Population prevalence negative predictive value and positive productive value are key. These are rare diseases so a rule out test with high NPV is useful. $NTRA $LH $MYGN Prenatal tests promise to detect rare genetic diseases in babies by scanning DNA. Labs market them as "reliable." They tell women to have "total confidence" in results. It turns out the grave predictions made by those tests are usually wrong. (1/5) https://t.co/IsskNpYTWg Prenatal tests promise to detect rare genetic"  
[X Link](https://x.com/drsprs/status/1477542354588340224)  2022-01-02T07:28Z [----] followers, [--] engagements


"$ILMN advertising at the Padres playoff game. Why Do they really need DTC ads I can see why $DXCM would try to get diabetics watching baseball to convert over to CGM though"  
[X Link](https://x.com/drsprs/status/1582530938419847168)  2022-10-19T00:35Z [----] followers, [--] engagements


"Level [--] evidence is rare in plastic surgery. Interesting that after [--] years of VAC use the strongest data is in closed incisions. Absolute risk reduction of dehiscence was 21.6%. VAC (19.4%) v. adhesive strips (41%). $MMM 👇 1/ https://pubmed.ncbi.nlm.nih.gov/35943913/ https://pubmed.ncbi.nlm.nih.gov/35943913/"  
[X Link](https://x.com/drsprs/status/1583511241900711936)  2022-10-21T17:31Z [----] followers, [--] engagements


"Are you having trouble sorting out the markets Here are [--] great contras on Twitter. Back tested and extremely reverse accurate. 👇 Not trying to be mean just truthful my wife is my best trading contra she just doesn't know it. 😂 $TDOC $SE $SNAP $DKNG"  
[X Link](https://x.com/drsprs/status/1618839776408510469)  2023-01-27T05:14Z [----] followers, [----] engagements


"Been following this private co for years RefleXion. Makes a PET guided radiotherapy machine. FDA approval for SCINTIX today. Relevant for $VRAY which is MRI guided radiotherapy. Different indications for each. Cool new option for patients. https://reflexion.com/press-releases/reflexion-receives-fda-clearance-for-scintix-biology-guided-radiotherapy-cutting-edge-treatment-applicable-for-early-and-late-stage-cancers/ https://reflexion.com/press-releases/reflexion-receives-fda-clearance-for-scintix-biology-guided-radiotherapy-cutting-edge-treatment-applicable-for-early-and-late-stage-cancers/"  
[X Link](https://x.com/drsprs/status/1621199727047102464)  2023-02-02T17:31Z [----] followers, [----] engagements


"Also relevant for #gammaknife $EKTAY. Great for patients but as an investor I generally dislike these cos. Very expensive machines with slow uptake due to capital budgets and architectural mods for hospitals. I prefer razor/blade medtech with cheap razors and expensive blades"  
[X Link](https://x.com/drsprs/status/1621199728536096776)  2023-02-02T17:31Z [----] followers, [----] engagements


"@JohnIII39374266 Over [--] million. And need architectural mod usually to switch. Overall I dislike the whole big radiation machine biz for investing. Other reasons too. Look at all the old charts not a single co has been a compounder. Siemens exited this segment in 2011"  
[X Link](https://x.com/drsprs/status/1621550186932862977)  2023-02-03T16:44Z [----] followers, [--] engagements


"That kid with [-----] followers who had half his portfolio in $SMLR and $STXS just deleted his account. Not gonna name him outta respect. Somebody do a welfare check on him. 😂🤣 He's gotta be hurting"  
[X Link](https://x.com/drsprs/status/1623199334044143616)  2023-02-08T05:57Z [----] followers, [----] engagements


"@adar170 Yeah I sold $LVGO premarket on the day it was announced. Was a good COVID trade"  
[X Link](https://x.com/drsprs/status/1628789216917491712)  2023-02-23T16:09Z [----] followers, [---] engagements


"@MadThunderdome Remember Valeant $VRX also He lost 3B on that. Oh and Herbalife short Not just $TGT failure. He has had some big misses over the years"  
[X Link](https://x.com/drsprs/status/1634778068626857984)  2023-03-12T04:47Z [----] followers, [---] engagements


"Yesterday had a nurse anesthetist raving about energy stocks. Contra activated. Top in energy. $XLE $VDE $USO $XOP $OIH"  
[X Link](https://x.com/drsprs/status/1636083570384203776)  2023-03-15T19:14Z [----] followers, [---] engagements


"CRISPR cos getting to a point where they have a halfway decent valuations. As part of my usual process I scan 13Fs. Anyone know why they are relatively under owned by the big biotech funds $CRSP $NTLA $BEAM (Redmile in this one tho). Not talking about $ARKG. Any ideas"  
[X Link](https://x.com/drsprs/status/1645586039229255681)  2023-04-11T00:34Z [----] followers, [----] engagements


"Something to keep in mind for $MCRB: "Bezlotoxumab and FMT were infrequently used in real-world practice. Both treatments had similar effectiveness in preventing CDI recurrence." Forgot about $MRK bezlotoxumab option. https://pubmed.ncbi.nlm.nih.gov/36776780/ https://pubmed.ncbi.nlm.nih.gov/36776780/"  
[X Link](https://x.com/drsprs/status/1659249922171080704)  2023-05-18T17:29Z [----] followers, [---] engagements


"With short read NGS prices decreasing second order effects are beneficial for diagnostic cos that heavily use $ILMN or competitors in their workflows. Decreased COGS. $NTRA $GH etc. @mike_tweets @jimcramer @Stephanie_Link @terranovajoe $ILMN has negative pricing power with entrants taking price down. This is a VERY difficult spot for them. @mike_tweets @jimcramer @Stephanie_Link @terranovajoe $ILMN has negative pricing power with entrants taking price down. This is a VERY difficult spot for them"  
[X Link](https://x.com/drsprs/status/1661967165489307648)  2023-05-26T05:27Z [----] followers, [---] engagements


"$QTRX. Neuro (Alzheimer/ALS) is the reason to own this but anyone worried about the established workflows in place by $DGX and $LH They both offer plasma p-tau tests. $LH runs on Roche $RHHBY. $DGX Athena not disclosed (looks like Roche). Agree neuro blood testing trend 🚀. Approval of $BIIB & $IONS' Qalsody in ALS was tied to a surrogate blood biomarker. $QTRX which tests for the marker in question believes this is just the start: https://t.co/zWd0IjjUQ0 Approval of $BIIB & $IONS' Qalsody in ALS was tied to a surrogate blood biomarker. $QTRX which tests for the marker in question believes"  
[X Link](https://x.com/drsprs/status/1664682987185745920)  2023-06-02T17:18Z [----] followers, [---] engagements


"Bingo- Irony: You are asking a historically medically hesitant population (SCD) to sign up for gene editing with a small risk of malignancy. $CRSP $NTLA $VRTX $EDIT Very cool technology but this is going to take time to convince people. Look up vaccination rates in this pop"  
[X Link](https://x.com/drsprs/status/1669748098317574144)  2023-06-16T16:45Z [---] followers, [--] engagements


"Recent thrombectomy market dynamics. From Guidepoint surveys. Market growing as a whole $NARI losing some share to $PEN. $BSX and $ANGO marginal players"  
[X Link](https://x.com/drsprs/status/1671935698985975808)  2023-06-22T17:38Z [----] followers, [----] engagements


"@DesatCap It's funny I tell most patients I operate on to buy a silicone scar tape after surgery (ScarAway) and specifically tell them please do not go to Walgreens to buy it. Literally twice the price of Amazon or Target. $35 vs. $17. The place just sucks. 😂"  
[X Link](https://x.com/drsprs/status/1673863135470682114)  2023-06-28T02:16Z [---] followers, [---] engagements


"Looks like $IART going ahead with trying to get breast indication label for it's mesh and ADM products. DuraSorb mesh: Recall that FDA rejected the breast label for SurgiMend (bovine ADM) 10/2021. Adcomm was negative as well. https://www.fda.gov/advisory-committees/advisory-committee-calendar/october-20-2021-general-and-plastic-surgery-devices-panel-medical-devices-advisory-committee-meeting https://investor.integralife.com/news-releases/news-release-details/integra-lifesciences-announces-complete-enrollment-durasorbr"  
[X Link](https://x.com/drsprs/status/1674508971313606657)  2023-06-29T20:03Z [----] followers, [---] engagements


"Look at the FDA minutes for SurgiMend most adcomm members wanted a RCT. FDA guidance did not explicitly require a RCT though"  
[X Link](https://x.com/drsprs/status/1674508973293322240)  2023-06-29T21:00Z [---] followers, [--] engagements


"This new trial for DuraSorb is just single arm non-randomized with historical controls. $IART is planning to file for DuraSorb soon and a PMA update for SurgiMend this August. Will this be enough for the FDA to approve a breast label"  
[X Link](https://x.com/drsprs/status/1674508975231082499)  2023-06-29T20:04Z [---] followers, [---] engagements


"Big money on this since payers might restrict other meshes and ADMs for reimbursement if FDA grants an explicit breast recon label. Remember ADMs such as Alloderm $ABBV and synthetic absorbable meshes like Vicryl $JNJ have been used safely for [--] years off-label in breast"  
[X Link](https://x.com/drsprs/status/1674508977340841984)  2023-06-29T20:04Z [---] followers, [---] engagements


"Not sure why recent hype regarding hidradenitis $MLTX. Here is a derm KOL who thinks JAK IL17 TNFa. Pharma $PFE $NVS $ABBV already big in this space and biosimilars here too. Also this is usually not lifelong tx just a bridge to surgery to shrink lesions"  
[X Link](https://x.com/anyuser/status/1676473362141573120)  2023-07-05T06:09Z [----] followers, [----] engagements


"On vacation in Saigon 1/3 cars on the road are VinFast $BSAQ $VFS Ride is quite smooth and electronics look like $TSLA. Can they compete in USA"  
[X Link](https://x.com/drsprs/status/1678773998669414404)  2023-07-11T14:31Z [----] followers, [----] engagements


"Healthcare spinoffs 🚀 2022-2024: $GE - $GEHC $BDX - $EMBC $JNJ - $KVUE $MDT + $DVA- Mozarc (renal) $BAX - Vantive (renal) $MMM - TBD (wound oral IT filtration) Do any of these seem attractive for potential growth areas"  
[X Link](https://x.com/anyuser/status/1684689753265090562)  2023-07-27T22:18Z [----] followers, [----] engagements


"This analyst from Morningstar must be smoking something 🌿🤣. Their base case for @GrailBio is 11B valuation. $ILMN purchased it at the very top of the market for 8B back in 8/2021. I would give it a range of 4-6B based on peers now"  
[X Link](https://x.com/drsprs/status/1689510566111617024)  2023-08-10T05:34Z [----] followers, [----] engagements


"College student writes opinion piece on a complicated medical treatment. $MDGL People subscribe to this website seeking alpha 😂"  
[X Link](https://x.com/anyuser/status/1690417828430757889)  2023-08-12T17:39Z [----] followers, [----] engagements


"My father just texted about buying $NVO. Sorry GLP-1 bros but your time is over. He's the ultimate contra. He went big on banks in [----] and sold my mother's founder's shares of $NOC weeks before 9/11. He's the final boss of contras. You all have been warned. $LLY too. 😂🤣"  
[X Link](https://x.com/anyuser/status/1699173707229679724)  2023-09-05T21:32Z [----] followers, 19.6K engagements


"Don't say I didn't tell you all. $RVNC Hard to beat the king. Botox. Marketing machine. @WexCapital I agree. I don't inject Botox anymore but my buddies do. They all said they wouldn't push it but would have on hand for patients that ask for it. $RVNC will get some market share though. Analyst estimates for 1B in sales Unlikely maybe higher than Xeomin. Botox still 66% share. @WexCapital I agree. I don't inject Botox anymore but my buddies do. They all said they wouldn't push it but would have on hand for patients that ask for it. $RVNC will get some market share though. Analyst estimates for"  
[X Link](https://x.com/anyuser/status/1704134958938517822)  2023-09-19T14:06Z [----] followers, [----] engagements


"Pricing Daxxify at a premium was questionable. Remember Allergan $ABBV has loyalty/reward programs for injectors and also bundled discounts with other products. The [--] month benefit is nice but hard to break a large market share. Sell side analysts had this wrong"  
[X Link](https://x.com/drsprs/status/1704155990156046819)  2023-09-19T15:30Z [---] followers, [---] engagements


"@peter_mantas @HeLaPapi @PythiaR FTC blocked $ILMN acquisition of $PACB in [----]. Everyone knows this. They walked before proceedings and had to pay the breakup fee"  
[X Link](https://x.com/drsprs/status/1707448566695002548)  2023-09-28T17:33Z [---] followers, [---] engagements


"Regarding Auvelity from $AXSM. What's stopping patients from taking generic Wellbutrin with a Robitussin chaser Looks like people are already doing it. 😂🤣"  
[X Link](https://x.com/drsprs/status/1709621528030298130)  2023-10-04T17:28Z [----] followers, [----] engagements


"Right now feels like 10/2002. A retest of an old prior bottom is painful and uncertain. I'm not 100% sure though. Can slice through and make new lows. Won't know until well afterwards. [----] ended in apathy not capitulation by the way. $XBI"  
[X Link](https://x.com/drsprs/status/1709661198298575338)  2023-10-04T20:06Z [---] followers, [----] engagements


"$TMDX: Yes the share price plummet was due to the aviation purchase. High capex. Weird acquisitions in medtech generally not received well see $MASI. Unsure of this plan. 🤷♂ I was skeptical of the national service program hiring surgeons directly but launch was good"  
[X Link](https://x.com/drsprs/status/1712883537287041117)  2023-10-13T17:30Z [----] followers, [----] engagements


"Regarding medtech sell off and GLP-1 here are my predictions on procedure volume: Short Term (5 yrs) Long Term (5 yrs) Pumps $PODD: CGM $DXCM: DVT/PE $NARI $PEN: Transplant $TMDX $CDNA: (capacity constrained end prevalence )"  
[X Link](https://x.com/anyuser/status/1713258727825109439)  2023-10-14T18:21Z [----] followers, 10.8K engagements


"Joints/spine $GMED $ZBH: CPAP $INSP $RMD: Bariatric: Body contouring $INMD: Breast implants $ESTA: Dialysis $DVA: Stents/stroke $PEN $SWAV: Cancer screening/MRD $GH $EXAS $NTRA: Valves $EW:  Afib $IRTC:"  
[X Link](https://x.com/drsprs/status/1713258728911438292)  2023-10-14T18:21Z [---] followers, [----] engagements


"@CloisterRes Yes baseline was whack. But change from baseline def was not significant in older boys in the only prior RCT. $SRPT This binary will be close IMO. Depends on age mix in whole group. Stats experts out there prob already ran the models. @Sports_bios"  
[X Link](https://x.com/drsprs/status/1715404245053444488)  2023-10-20T16:26Z [---] followers, [----] engagements


"@RefrigeratorCa2 @Bios_n_Techs @monaco_biotech Yeah I think DXCM fine for years. It is just the end ceiling is maybe lower. "Theoretically.""  
[X Link](https://x.com/drsprs/status/1715802119423582562)  2023-10-21T18:47Z [---] followers, [--] engagements


"@RefrigeratorCa2 @Bios_n_Techs @monaco_biotech Yeah I bought $DXCM early this week. Didn't feel good to buy but I think this GLP nonsense is overblown. Will see if I get kicked in the balls. 😂"  
[X Link](https://x.com/drsprs/status/1715803340058378521)  2023-10-21T18:52Z [---] followers, [--] engagements


"Taking the L on LifeSci tools basket $RGEN $CRL $TECH $ILMN dipped toe in early this week. Small loss. Too many second order effects with biotech crash. Too exposed to preclinical and ph1 bloat from last [--] years. Waited over [--] yr but still too early IMO"  
[X Link](https://x.com/anyuser/status/1717972072587301167)  2023-10-27T18:30Z [----] followers, [----] engagements


"@ValueDig I think Daxxify should get to #2 over the others (Myobloc Dysport Xeomin)"  
[X Link](https://x.com/drsprs/status/1722076927861653744)  2023-11-08T02:21Z [----] followers, [---] engagements


"Regarding lifesci tools: The most analogous period to right now is the post [----] bubble. Prob worse now. Biotech $AMGN tech $QQQ bottomed 10/2002 but tools makers didn't bottom until following spring in [----]. Check it $A $WAT are examples. I was in it then too"  
[X Link](https://x.com/drsprs/status/1722135039432151093)  2023-11-08T06:12Z [---] followers, [----] engagements


"@modi_primit @NeuroStockDoc @peter_mantas @maxwellhouse99 @BenFranksAltEgo You can add: [--]. Passage bio $PASG - frontotemporal dementia and GM1 gangliosidosis [--]. Neurogene $NLTX - Rett's [--]. MeiraGTx $MGTX - Parkinson's Also I found a nice list from an article. See other tweet"  
[X Link](https://x.com/drsprs/status/1727706223984902267)  2023-11-23T15:10Z [---] followers, [---] engagements


""Lifestyle" continuous glucose monitoring (CGM) is intriguing. I am seeing it more and more. Young people at the gym with CGMs. Some docs and nurses have started to use them casually if A1C above [--]. I have Rx a few to pts who asked. [--] bucks for [--] week supply. $ABT $DXCM"  
[X Link](https://x.com/drsprs/status/1730123965472047221)  2023-11-30T07:17Z [----] followers, [---] engagements


"@Sanctuary_Bio You won't know if it was a good financial decision until many years later. I liquidated my PA (which was $ISRG and $VRTX bought early) to buy my first house. Both 10X from sell price. House has gone up 50% but equity 10X due to leverage. So was a wash so far"  
[X Link](https://x.com/drsprs/status/1730265983569555476)  2023-11-30T16:42Z [---] followers, [---] engagements


"@antonioregalado Nice article on the patient perspective. $CRSP $VRTX"  
[X Link](https://x.com/drsprs/status/1732080528378167497)  2023-12-05T16:52Z [---] followers, [---] engagements


"Bittersweet buyout for $CERE. Will never know how they would have done solo. I have owned a large position for [---] years. Thesis on this was: [--]. Muscarinic MOA validated by $KRTX [--]. Better drug - daily selective not combo [--]. Good management. https://news.abbvie.com/2023-12-06-AbbVie-to-Acquire-Cerevel-Therapeutics-in-Transformative-Transaction-to-Strengthen-Neuroscience-Pipeline https://news.abbvie.com/2023-12-06-AbbVie-to-Acquire-Cerevel-Therapeutics-in-Transformative-Transaction-to-Strengthen-Neuroscience-Pipeline"  
[X Link](https://x.com/anyuser/status/1732515696951582806)  2023-12-06T21:41Z [----] followers, [----] engagements


"@nolastevedore Maybe. $INCY is going to have pipeline issues soon right Generics coming. Been a while since I read on that name"  
[X Link](https://x.com/drsprs/status/1734316270152278420)  2023-12-11T20:56Z [---] followers, [---] engagements


"@sharkbiotech It's 0% interest deferred income. Why is that financially advantageous for him It's not. Only beneficial for the team so they can sign other good players. Bobby bonilla was"  
[X Link](https://x.com/drsprs/status/1734356910797885583)  2023-12-11T23:38Z [---] followers, [---] engagements


"Does anyone know the ph3 dosages of VX-548 in the acute pain trials and websites don't say. Very annoying. $VRTX"  
[X Link](https://x.com/drsprs/status/1735797465759260776)  2023-12-15T23:02Z [---] followers, [---] engagements


"@Varro_Analytics That's biotech. For every $VRTX compounder success story there are more buyouts by pharma and many more zeroes along the way. 🤷♂"  
[X Link](https://x.com/drsprs/status/1738266426849570958)  2023-12-22T18:33Z [---] followers, [---] engagements


"@LongVollllll The fallacy is that most of these billionaires think that success in one area of business translates into successful management of sports teams once they purchase them. CJ Stroud is so much better than Bryce Young. Draft error and he knows it. Hence the anger"  
[X Link](https://x.com/drsprs/status/1741632380165931147)  2024-01-01T01:28Z [---] followers, [---] engagements


"@IceBear873 @apwriter @adamfeuerstein @JAMAOnc @UCLA I owned $CERE but they got bought out. Looking at $MDGL adcomm and PDUFA coming up expect to be positive. $INSM readout is very interesting coming up but mod risk. Don't own either yet but might in future. $IMCR and $IMTX PRAME readouts also but oncos hard and rarely invest"  
[X Link](https://x.com/drsprs/status/1741634034965602363)  2024-01-01T01:34Z [---] followers, [---] engagements


"@LabbRadar @AaronRosenblum5 I calculated top [--] and top [--] but top [--] was all over the place. [----] and [----] had bad results but prior years were good. The goals of this contest are very different than how you would ordinarily invest tho. Most people go for boom/bust nano or micro caps for the contest"  
[X Link](https://x.com/drsprs/status/1742250396679315657)  2024-01-02T18:23Z [---] followers, [--] engagements


"@RazorSharpDNA It is always going to have research apps but long term success they need clinical. $ILMN shit all over long reads at JPM so they are selling off. Not sure how it's going to turn out. Qs: Why did they buy a short read co $ONT.L going after POC and infectious dz. Small/mobile"  
[X Link](https://x.com/drsprs/status/1745910841697026150)  2024-01-12T20:49Z [---] followers, [---] engagements


"Upcoming PREEMPT readout by Freenome appears to be pressuring $EXAS and $GH but I don't think it's warranted. Trial has been delayed by [--] years and enrollment more than 3X from original design. Obv they are not detecting enough CRC. I think this comes in at low 80s sensitivity"  
[X Link](https://x.com/drsprs/status/1747301510873223387)  2024-01-16T16:55Z [---] followers, [---] engagements


"@Biohazard3737 Post spin-off it was probably the most disjointed valuation ever seen. I think investors were unsure of what assets they still had. I didn't realize it until months later. Nobody perfect but you nailed the initial buy"  
[X Link](https://x.com/anyuser/status/1749550622767235398)  2024-01-22T21:52Z [--] followers, [----] engagements


"VX-548 $VRTX results were as expected. It doesn't have to beat Vicodin to get prescribed. Most surgeons now Rx multimodal pain regimens (Tylenol NSAID gabapentin and an opiate). This drug would be another MOA to add into the mix. Main issue is going to be insurance coverage"  
[X Link](https://x.com/anyuser/status/1752455499801596080)  2024-01-30T22:15Z [----] followers, [----] engagements


"Autoimmune CD19 CAR-T competitive landscape from $KYTX slideshow. $NVS $BMY $CABA"  
[X Link](https://x.com/drsprs/status/1753480789478764603)  2024-02-02T18:09Z [---] followers, [----] engagements


"@adar170 Wen buyout Haha"  
[X Link](https://x.com/drsprs/status/1753536712956170418)  2024-02-02T21:51Z [---] followers, [---] engagements


"Honestly kinda crazy a random shitpost on a stock $HUMA caused a 20% price decline in [--] day. Well long story short he was wrong. App got accepted no RTF. Careful what you read on the internet. https://investors.humacyte.com/news-releases/news-release-details/human-acellular-vesseltm-havtm-biologics-license-application https://investors.humacyte.com/news-releases/news-release-details/human-acellular-vesseltm-havtm-biologics-license-application"  
[X Link](https://x.com/anyuser/status/1755978212562395522)  2024-02-09T15:33Z [----] followers, [----] engagements


"@Mike_Taylor1972 Many/most active managed healthcare ETFs and mutual funds I follow dumped sequencing companies end of [----] or Q1 [----] I noticed. 👀 All really $ILMN $PACB and $ONT.L were sold I see. What's the thesis on this Commodization Demand still there tho"  
[X Link](https://x.com/drsprs/status/1755989088585556342)  2024-02-09T16:16Z [---] followers, [---] engagements


"@ugiuhf @funwithnumberz Can you imagine when they have to sell their illiquid holdings Will get super sloppy"  
[X Link](https://x.com/drsprs/status/1763085889901887582)  2024-02-29T06:16Z [---] followers, [--] engagements


"@ugiuhf I have avoided all the gene editing cos. Too much hype and esp ARK related. Gene editing is cool but it is just one of many tools available and each has a place in certain clinical situations. $NTLA and $BEAM seem to be the best if you had to pick and go speculative long term"  
[X Link](https://x.com/drsprs/status/1763089968770216142)  2024-02-29T06:32Z [---] followers, [---] engagements


"@belowcashbuyer Been delayed [--] years. supposedly soon last I heard. Q1 [----] which is now"  
[X Link](https://x.com/drsprs/status/1765778668205617333)  2024-03-07T16:36Z [----] followers, [---] engagements


"So I was right. Yes [--] to [--]. $GERN Careful on listening to journalists who know next to nothing about medicine. There is a reason they are journalists. BTW bought calls on this. Rarely do this. Lets see where they end up. I expected harsh briefing docs from FDA regarding $GERN but all heme/oncs I have spoken to are very interested in the drug nonetheless. No position but is this a long into the adcom Feels dirty tho. 🥴 I expected harsh briefing docs from FDA regarding $GERN but all heme/oncs I have spoken to are very interested in the drug nonetheless. No position but is this a long into the"  
[X Link](https://x.com/anyuser/status/1768356582021333275)  2024-03-14T19:20Z [----] followers, 14.5K engagements


"Last post on this and moving on from this subject. I rarely do options. Last time was in [----] when bought calls + went long on $BNTX early on (5/2020) made over 200K on the COVID vaccine readout. $GERN calls I bought yesterday up 1000% now. Always regret not going bigger 🤷♂ So I was right. Yes [--] to [--]. $GERN Careful on listening to journalists who know next to nothing about medicine. There is a reason they are journalists. BTW bought calls on this. Rarely do this. Lets see where they end up. https://t.co/KfIEm9Hrx2 So I was right. Yes [--] to [--]. $GERN Careful on listening to journalists who"  
[X Link](https://x.com/drsprs/status/1768422340164284721)  2024-03-14T23:41Z [---] followers, [----] engagements


"LatAm Healthcare AI SPAC $APXI What could do wrong 😂 Unrelated but AI can reduce costs for HC systems. Easy targets are: [--]. Inboxes [--]. 1-800 lines Most HC systems pay RNs (100K/yr) to do these activities easily replaced by AI. Huge cost savings. https://www.prnewswire.com/news-releases/apx-acquisition-corp-i-omnigenicsai-corp-and-multiplai-health-ltd-enter-into-business-combination-agreement-to-create-a-global-ai-driven-genomics-platform-302099534.html"  
[X Link](https://x.com/drsprs/status/1773041449937838250)  2024-03-27T17:36Z [----] followers, [---] engagements


"Freenome results were slightly worse than I predicted. 79%. $EXAS $GH Upcoming PREEMPT readout by Freenome appears to be pressuring $EXAS and $GH but I don't think it's warranted. Trial has been delayed by [--] years and enrollment more than 3X from original design. Obv they are not detecting enough CRC. I think this comes in at low 80s sensitivity. https://t.co/9Y08ZyRlSH https://www.freenome.com/newsroom/freenome-announces-topline-results-for-preempt-crc-to-validate-the-first-version-of-its-blood-based-test-for-the-early-detection-of-colorectal-cancer/ Upcoming PREEMPT readout by Freenome"  
[X Link](https://x.com/drsprs/status/1775155174463430823)  2024-04-02T13:35Z [----] followers, [----] engagements


"@gibsonchiang I always like comeback stories. I think there will be many from the pandemic rubble that are trading flat for a while now. A bunch have been discarded. Will have to watch and see"  
[X Link](https://x.com/drsprs/status/1777198574599823411)  2024-04-08T04:55Z [----] followers, [--] engagements


"Med-tech case study from [----] and [----] IPO class. $SWAV vs. $NARI Popped up on my radar in [----]. Shockwave - saw in the cath lab in [----] when looking for a breast drain connector. Surprising since my HC system slow to adopt new tech. Inari - my IR bud called me to rave about it"  
[X Link](https://x.com/anyuser/status/1777807427242697112)  2024-04-09T21:14Z [----] followers, 13.6K engagements


"After extensive research on both invested in each in [----]. Performance between the [--] has been staggeringly different. $NARI flat vs. $SWAV 10X. Why"  
[X Link](https://x.com/drsprs/status/1777807431013441931)  2024-04-09T21:14Z [----] followers, [----] engagements


"I have invested in med-tech for 20+ years and it is different than biotech. While you will generally avoid the 50% down days on a bad binary like biotech some med-techs will bleed you for years. Had great early picks like $ISRG in [----] but also garbage like Hansen Medical $HNSN"  
[X Link](https://x.com/anyuser/status/1777807432749904274)  2024-04-09T21:14Z [----] followers, [----] engagements


"IMO opinion in SMID med-tech the [--] keys are: [--]. Rapid broad adoption [--]. Strong top line sales while controlling expenses Most if not all med-techs increase sales 1:1 with expenses. No operating leverage or scale. Mostly due to manufacturing and sales expenses. $NARI for ex:"  
[X Link](https://x.com/anyuser/status/1777807434075299889)  2024-04-09T21:14Z [----] followers, [----] engagements


"$SWAV was different they became profitable early on and scaled rapidly. It helped that they had basically no competition unlike $NARI. IMO long term buy and hold stories in SMID med-tech come along less than once a year. $ISRG $DXCM $PODD are stars from the previous [--] decades"  
[X Link](https://x.com/anyuser/status/1777807435648102627)  2024-04-09T21:14Z [----] followers, [----] engagements


"I exited $NARI last year flat and recently sold $SWAV with large gains after the $JNJ buy-out. Question is who is the next great SMID med-tech"  
[X Link](https://x.com/anyuser/status/1777807437007053009)  2024-04-09T21:14Z [----] followers, [----] engagements


"@tarrikzaid Own it too. Cool tech but management inexperienced"  
[X Link](https://x.com/drsprs/status/1777832904376332720)  2024-04-09T22:56Z [----] followers, [---] engagements


"@EngineerTree5 I liked them too but fighting a duopoly with DaVita and Fresenius. Hard to crack"  
[X Link](https://x.com/drsprs/status/1777893979897614352)  2024-04-10T02:58Z [----] followers, [---] engagements


"@lfholt Yes I have a keen interest in diagnostics since my first job was at $DGX. I know $SERA but have [--] concerns guideline inclusion and reimbursement. Am waiting until more clarity on that or it will end up like $CSTL"  
[X Link](https://x.com/drsprs/status/1778656811463446965)  2024-04-12T05:30Z [----] followers, [---] engagements


"@adar170 Nice pick up for $BRKR"  
[X Link](https://x.com/drsprs/status/1780724720192917822)  2024-04-17T22:27Z [----] followers, [---] engagements


"@GeneInvesting It's rates bro. They need to have a firm bottom before preclinical or early clinical stage bios can recover. Late stage or commercial bios ok in this environment. I know I'm waiting too. 🙏"  
[X Link](https://x.com/anyuser/status/1783238516778156160)  2024-04-24T20:56Z [----] followers, [----] engagements


"@GeneInvesting When I say bottom I mean a top in bond yields 🤪 Biotech most interest rate sensitive sector. Add in binary risk. Oh and your product goes generic after a while so you have to constantly re-innovate. So fun isn't it. 😂🤣 Fundamentally tech is so much better biz. $XBI"  
[X Link](https://x.com/drsprs/status/1783241685797118357)  2024-04-24T21:08Z [----] followers, [---] engagements


"I have not found Google Trends to be very helpful regarding medical/surgical treatments but minimally invasive BPH treatments show a clear decrease in searches for Urolift $TFX for the past [--] years. Here is the [--] year chart"  
[X Link](https://x.com/drsprs/status/1784816697771483567)  2024-04-29T05:27Z [----] followers, [---] engagements


"And the [--] year shows Urolift decreasing again. Aquablation $PRCT and others flat or slightly higher. I ran few others also. Greenlight $BSX and PAE (prostate artery embolization) results were wacky so omitted"  
[X Link](https://x.com/drsprs/status/1784816699336008122)  2024-04-29T05:27Z [----] followers, [---] engagements


"@saltadogato Company B = $BSX"  
[X Link](https://x.com/drsprs/status/1785048500948066600)  2024-04-29T20:48Z [----] followers, [---] engagements


"Farapulse $BSX and all the pulsed field ablation catheters $MDT $JNJ look like home runs to me. How do these launches not scare $STXS longs Personally I have paroxysmal AF for 15+ years maybe [--] episode a year. Emailed my EP 👇"  
[X Link](https://x.com/drsprs/status/1785711601301213372)  2024-05-01T16:43Z [----] followers, [----] engagements


"Prior ablation techniques are really not that good and often require multiple procedures. And I have done latissimus flaps for the thoracic surgeons that have had to treat complications of ablation (atrial-esophageal fistula etc). These are rare but horrific complications"  
[X Link](https://x.com/drsprs/status/1785711604115648972)  2024-05-01T16:43Z [----] followers, [---] engagements


"I generally don't invest in individual large caps since that is covered by my ETFs but $BSX looks like a long to me. Other systems look fine also $MDT and $JNJ subtle differences"  
[X Link](https://x.com/drsprs/status/1785711605298368894)  2024-05-01T16:43Z [----] followers, [---] engagements


"Pretty obvious insider trading went down on $LYRA last Friday. 🤔 Two contestants holding $lyra in #biosquidgames. R.I.P. Two contestants holding $lyra in #biosquidgames. R.I.P"  
[X Link](https://x.com/drsprs/status/1787474964779786737)  2024-05-06T13:30Z [----] followers, [----] engagements


"I'm actually surprised leaks like $LYRA don't happen more often. Back in [----] during college I had a summer job at a CRO. Actually was paid even though I was worthless. 😂 They were running the ph2 for ranolazine $CVTX. PI was a baller living on the sand in Laguna (RIP 🙏)"  
[X Link](https://x.com/drsprs/status/1787561897325470019)  2024-05-06T19:15Z [----] followers, [----] engagements


"One meeting with him he said yeah this one's getting approved. Trust me. 😉 He was right - [----]. Clinical coordinators were always chatting about stocks. One bud down the hall would always say dude buy "uther" gonna be huge he meant $UTHR. He was right too. 😱"  
[X Link](https://x.com/drsprs/status/1787561899431010599)  2024-05-06T19:15Z [----] followers, [---] engagements


"@STL_Biotech I have not found a great SMID pure play public company to take advantage of this dynamic with GLP weight loss and cosmetics. $JNJ and $ABBV but they are mega caps. Most of the benefit will go to cosmetic clinics. Any come to mind $ESTA and $INMD"  
[X Link](https://x.com/drsprs/status/1788762093996638522)  2024-05-10T02:44Z [----] followers, [---] engagements


"@Citrini7 @monaco_biotech @STL_Biotech @lfholt $ESTA will get some market share for sure. I think Sientra topped at 11-15% market share for breast implant market. And they had great products also. Never were profitable either. It's a hard market to crack. Sientra is the blueprint"  
[X Link](https://x.com/drsprs/status/1788762913710522670)  2024-05-10T02:48Z [----] followers, [---] engagements


"$GH FDA adcom for Shield was rescheduled to 5/23 (this upcoming week). Call me crazy but I think if the adcom is negative AND the company decides to abandon CRC (and lung) screening it's a buy. Why https://www.fda.gov/advisory-committees/advisory-committee-calendar/may-23-2024-molecular-and-clinical-genetics-panel-medical-devices-advisory-committee-meeting https://www.fda.gov/advisory-committees/advisory-committee-calendar/may-23-2024-molecular-and-clinical-genetics-panel-medical-devices-advisory-committee-meeting"  
[X Link](https://x.com/anyuser/status/1791934998989377685)  2024-05-18T20:52Z [----] followers, [----] engagements


"RE: $CYTK When was the last cardio drug to have a successful launch by a small biotech Will need to summon some of the old timers. @Sports_bios @AndyBiotech @JNVcapital CVTx Ranexa approved [----] launch was slow and was taken out by $GILD [----]. $ESPR more primary care"  
[X Link](https://x.com/anyuser/status/1793676125329363255)  2024-05-23T16:11Z [----] followers, [----] engagements


"@worstcontrarian $SRPT AA approval to full + $RCKT PDUFA + $ASND PDUFA + $FULC ph3 data readout tossup. Likely will pass on it"  
[X Link](https://x.com/drsprs/status/1795466928200278252)  2024-05-28T14:47Z [----] followers, [----] engagements


"@LongVollllll Is this another Sema4 or Invitae healthcare big data/AI BS I don't know how much value is in that data really. Private co Innovaccer another one. Hard to really pinpoint what they do"  
[X Link](https://x.com/drsprs/status/1802087346273497340)  2024-06-15T21:14Z [----] followers, [---] engagements


"@Biohazard3737 Also besides reimbursement positive predictive value is not great and then requires onerous workup (full body scans scopes the works). Different than $EXAS +Cologuard just get a colonoscopy. $ILMN lobbying hard on congress side to make a CMS framework"  
[X Link](https://x.com/drsprs/status/1802696992973611020)  2024-06-17T13:37Z [----] followers, [---] engagements


"@JerryCap If you like $DIM why not just own $RGEN They are extremely highly correlated they trade like $MA and $V. Almost identical and US based"  
[X Link](https://x.com/drsprs/status/1803079832072605746)  2024-06-18T14:58Z [----] followers, [---] engagements


"RE: $SRPT They own DMD now. Regardless of the stats controversy it's a great business model. Gene tx first. Then if relapse give the exon skippers. Can redose over and over. Another $VRTX like situation. Make new versions repeat. Disc: been long since the FDA YouTube video. 😂"  
[X Link](https://x.com/anyuser/status/1803967561597596083)  2024-06-21T01:45Z [----] followers, [----] engagements


"@monaco_biotech "requires chronic immunosuppressive therapy" will limit broad adoption"  
[X Link](https://x.com/drsprs/status/1804248098925089089)  2024-06-21T20:20Z [----] followers, [----] engagements


"Great summary on the $ILMN $GRAL class action lawsuit court documents by @alexgdickinson on LinkedIn. He's no longer active here so reposting. Really shows how terrible previous Illumina management was. Part 1"  
[X Link](https://x.com/anyuser/status/1805687782918259108)  2024-06-25T19:41Z [----] followers, [----] engagements


"$ILMN $GRAL lawsuit part 2"  
[X Link](https://x.com/drsprs/status/1805687792049307664)  2024-06-25T19:41Z [----] followers, [---] engagements


"$ILMN $GRAL lawsuit part 3"  
[X Link](https://x.com/drsprs/status/1805687801775898788)  2024-06-25T19:41Z [----] followers, [---] engagements


"$ILMN $GRAL lawsuit part 4"  
[X Link](https://x.com/drsprs/status/1805687811611541628)  2024-06-25T19:41Z [----] followers, [---] engagements


"$ILMN $GRAL lawsuit part 5"  
[X Link](https://x.com/drsprs/status/1805687821308772689)  2024-06-25T19:41Z [----] followers, [---] engagements


"@Biohazard3737 $ARKG is the perfect biotech shitco index to short against"  
[X Link](https://x.com/drsprs/status/1805805977826214204)  2024-06-26T03:31Z [----] followers, [---] engagements


"I agree with @Citrini7 thesis that GLP1 is a tailwind for cosmetic surgery. However I have not found a great public play. $ESTA and $INMD are the best pure plays but I just don't like either (can search my past posts for reasons). Mentor $JNJ and Allergan $ABBV will largely pick first they laugh at your boob job glp1 thesis then they say you got lucky with your boob job glp1 thesis then they steal your boob job glp1 thesis tale as old as time https://t.co/sOLvlmVukQ first they laugh at your boob job glp1 thesis then they say you got lucky with your boob job glp1 thesis then they steal your"  
[X Link](https://x.com/drsprs/status/1807179736797565392)  2024-06-29T22:29Z [----] followers, [----] engagements


"up the bulk of the tailwind on breast implant sales but they are too large and diversified to move the needle as an investment. The clearest direct beneficiaries are plastic surgeons (like me) but no public way to invest in that. Private equity (PE) owns some cosmetic clinics"  
[X Link](https://x.com/drsprs/status/1807179738441818170)  2024-06-29T22:30Z [----] followers, [---] engagements


"I see tons of weight loss pts for body contouring. GLP1 pts are different than bariatric pts and the skin is in better shape (similar to diet/exercise). I have had very few qualify for insurance coverage. These people will largely pay cash and are subject to economic cycles too"  
[X Link](https://x.com/drsprs/status/1807179739729379557)  2024-06-29T22:30Z [----] followers, [---] engagements


"Generic liposomal bupivicaine FDA approved today (Exparel). In case anyone was wondering why $PCRX plummeting today. Chinese company tho not sure how many hospitals and pharmacies are actually going to stock this. I use Exparel all the time. https://www.accessdata.fda.gov//scripts/cder/daf/index.cfmevent=overview.process&ApplNo=214348 https://www.accessdata.fda.gov//scripts/cder/daf/index.cfmevent=overview.process&ApplNo=214348"  
[X Link](https://x.com/anyuser/status/1808152009893466260)  2024-07-02T14:53Z [----] followers, [----] engagements


"@GeneInvesting The angry people you mention likely lost $$$ with $ARKG and $ARKK. They took in most ETF flows in [----] and all of those investors are all sig underwater. I had to talk [--] nurses out of converting their 401Ks to Ark back in [----]. Both recently thanked me for saving/making them $"  
[X Link](https://x.com/drsprs/status/1813276045262659914)  2024-07-16T18:14Z [----] followers, [---] engagements


"@GeneInvesting Tons of angry people in ARK. Many passive investors only look every quarter or year at 401K statements. 1/3/5 year performance has been bad. I think its a [--] star on Morningstar but so is $XBI"  
[X Link](https://x.com/drsprs/status/1813279872476979582)  2024-07-16T18:29Z [----] followers, [---] engagements


"@Kennydoesbio [--] years ago I did a KOL call on a breast implant/expander start up. I literally shat on the product for [--] min. "This fills an unmet need that rarely exists." A soft cough came from the back it was the founder haha. He was listening the whole time 😂. He asked a Q at the end"  
[X Link](https://x.com/drsprs/status/1814735940029718628)  2024-07-20T18:55Z [----] followers, [---] engagements


"Final word on Oxford Nanopore Limited Anti-Takeover shares per CEO on RBC fireside chat: "Will not be renewed and expire on 10/5/2024. Period." $ONT.L $ONT"  
[X Link](https://x.com/drsprs/status/1816503324117742028)  2024-07-25T15:58Z [----] followers, [----] engagements


"@Biohazard3737 It's down today because of the $RNA exon [--] results which look pretty good. $SRPT doesn't have an exon [--] skipper marketed right now but market realizing their TAM getting chipped away. I like both tho. Disclosure own both for a while now"  
[X Link](https://x.com/drsprs/status/1821933094930411794)  2024-08-09T15:34Z [----] followers, [----] engagements


"@BiotechDodo @monaco_biotech Yep forgot that one also"  
[X Link](https://x.com/drsprs/status/1822009736419799531)  2024-08-09T20:39Z [----] followers, [---] engagements


"$RVNC chart from IPO to buy out today. Certainly 90%+ of long term investors in this company lost money on this deal. The only ones who profited were very early (pre-IPO) or very late (last few months). Lets see how DAXXIFY sells in new hands. Disclosure: never owned"  
[X Link](https://x.com/drsprs/status/1823040985712279817)  2024-08-12T16:56Z [----] followers, [----] engagements


"@ugiuhf [--]. Higher priced initially so lower margin for injector. [--]. Fewer injections per year so reduces annual revenue for injector. Profitability for the "provider" is my central thesis for investing in the medical sector. Especially relevant in an established space like toxins"  
[X Link](https://x.com/drsprs/status/1823161370507894947)  2024-08-13T00:55Z [----] followers, [--] engagements


"I asked many breast/general surgeons back in [----] most had limited interest in the device. Too tedious and time consuming they said. Check out sell side estimates from [----] on the launch. Some real crazy stuff base case "Peak annual sales of 50M by 2025." Bull case 160M"  
[X Link](https://x.com/drsprs/status/1824180352451219892)  2024-08-15T20:24Z [----] followers, [--] engagements


"Initial pricing was $100-150K a unit with $750 per consumable (literally a plastic bag). This is very similar pricing to SPY (ICG angio devices) from $SYK. But check out the current prices. Device is free and bag is $900. Clearly not selling if they have to give the unit away"  
[X Link](https://x.com/drsprs/status/1824180354980471226)  2024-08-15T20:24Z [----] followers, [--] engagements


"Goes back to my original thesis. Profitability for the "provider" is my central thesis for investing in the medical sector esp devices. Has to [--]. save time and/or [--]. increase revenue per unit (patient). This device is a good case example of a decent product but bad investment"  
[X Link](https://x.com/drsprs/status/1824180358637818138)  2024-08-15T20:24Z [----] followers, [---] engagements


"Tedious to use/train takes additional time in OR and limited reimbursement. Some improvement to patient outcomes but not paradigm changing. They have 6.5M in cash and burn 5.5M/Q. Likely BK soon. Will any big player buy the IP $HOLX maybe"  
[X Link](https://x.com/drsprs/status/1824180360600752471)  2024-08-15T20:24Z [----] followers, [---] engagements


"@adar170 Nice pick up if price is low but $MRVI turned down many offers in past. Came from PE so pretty streamlined and good margins. $RGEN can bundle with existing products"  
[X Link](https://x.com/drsprs/status/1824482151469134134)  2024-08-16T16:23Z [----] followers, [---] engagements


"@BluthCapital Not all were trash just like 95% were. 😂🤣 Couple biotech ones like $CERE $PNT were legit and were bought out. $HUMA and $NAUT to be determined"  
[X Link](https://x.com/drsprs/status/1828633689393373335)  2024-08-28T03:20Z [----] followers, [---] engagements


"@RevShark I thought he was done selling back in 12/2022. He still has more shares These large sales definitely affect share price since small cap. Also not great timing with the FDA delay situation"  
[X Link](https://x.com/drsprs/status/1829519912676802856)  2024-08-30T14:01Z [----] followers, [---] engagements


"@NotJanetYellen7 @RevShark Sold recently after listening to the call. Held for [--] years so I'm not some trader. Basis was high 2s. Too many shady coincidences and I didn't like how she sounded during the call. At some point investing is like poker I feel mgmt bluffing. Will buy back either way right/wrong"  
[X Link](https://x.com/drsprs/status/1829523605052690570)  2024-08-30T14:16Z [----] followers, [---] engagements


"@BiotechAnalysst It's down today because of good achondroplasia data from $ASND. Not related to the hemophilia gene therapy. Competition everywhere"  
[X Link](https://x.com/drsprs/status/1835692509508579731)  2024-09-16T14:49Z [----] followers, [---] engagements


"Took a survey from $VRTX on their new upcoming pain med suzetrigine. Based on questions looks like they are mostly concerned about competition and payor coverage. Insurer coverage is also my primary concern with new pain meds since so many generics"  
[X Link](https://x.com/anyuser/status/1836925785820500375)  2024-09-20T00:30Z [----] followers, [----] engagements


"Competitors in the pipeline for neuropathic pain. Anybody excited about any of these From $AZN $LLY $RAPP $TRVN $XENE"  
[X Link](https://x.com/drsprs/status/1836925788253196290)  2024-09-20T00:30Z [----] followers, [----] engagements


"Osteoarthritis pain meds in the pipeline. I was not aware of these from $GSK $LLY $AZN $NVS"  
[X Link](https://x.com/drsprs/status/1836925791310860305)  2024-09-20T00:30Z [----] followers, [---] engagements


"@Sports_bios What about the ph3 Q4. If total fail will this get approved $SRPT had good support from secondary endpts even though ph3 failed"  
[X Link](https://x.com/drsprs/status/1838944695520731515)  2024-09-25T14:12Z [----] followers, [---] engagements


"Wife is watching her friend's cats while she recovers from spine surgery. Outdoor yard cat (grey) that we feed every day is very confused/ concerned. 😹"  
[X Link](https://x.com/anyuser/status/1839354432460558481)  2024-09-26T17:20Z [----] followers, [----] engagements


"@EricBalchunas Performance prior to [----] (still low interest rate era) was not great compared to $QQQ. 2020-2021 was mainly bubble-related in genomics biotech and pie in the sky innovation companies that mostly did not pan out so far"  
[X Link](https://x.com/drsprs/status/1839735222218420570)  2024-09-27T18:33Z [----] followers, [---] engagements


"@JulianKlymochko $CERE would like a word with rule #1. There were a couple good SPACs out of the thousands of trash ones"  
[X Link](https://x.com/drsprs/status/1842601320102216079)  2024-10-05T16:22Z [----] followers, [---] engagements


"@Sports_bios $SRRK used HFMSE. $BHVN using MFM32 and much broader inclusion criteria going for the home run. The MFM32 is generally considered more sensitive to change than the HFMSE. Will be interesting to see if hits the primary"  
[X Link](https://x.com/drsprs/status/1843667324433506436)  2024-10-08T14:58Z [----] followers, [---] engagements


"Another $TXG European patent invalidated. Prob 10X will regret what they did to NanoString after all said and done. $BRKR @adar170 https://ir.bruker.com/press-releases/press-release-details/2024/European-Unified-Patent-Court-Rules-in-Favor-of-Bruker-and-NanoString-Invalidating-Patent-Asserted-By-10x-Genomics-against-NanoStrings-CosMx-SMI-Products/default.aspx https://ir.bruker.com/press-releases/press-release-details/2024/European-Unified-Patent-Court-Rules-in-Favor-of-Bruker-and-NanoString-Invalidating-Patent-Asserted-By-10x-Genomics-against-NanoStrings-CosMx-SMI-Products/default.aspx"  
[X Link](https://x.com/drsprs/status/1846920192699588643)  2024-10-17T14:24Z [----] followers, [----] engagements


"Sometimes investing involves reading non verbal cues from management. Regarding $HUMA I thought the CEO was very evasive in the last conference call. She's probably a terrible poker player. I knew something was up bunch of guys messaged me after the PDUFA delay. My responses"  
[X Link](https://x.com/anyuser/status/1847009491654750561)  2024-10-17T20:19Z [----] followers, [----] engagements


"Was just quizzing my son about this a few weeks ago. 🍔 Possibly relevant to McDonald's E. Coli outbreak. $MCD"  
[X Link](https://x.com/drsprs/status/1848846146669846676)  2024-10-22T21:57Z [----] followers, [---] engagements


"@CrocsAnalyst It's not just one guy. There are thousands out there. I just hope the CRISPR bros are young enough to learn from their mistakes and recover financially. Sometimes people choose the difficult path and need to learn the hard way"  
[X Link](https://x.com/drsprs/status/1849543106552823933)  2024-10-24T20:06Z [----] followers, [----] engagements


"Every biotech hype-cycle ends with online in-fighting among the cultists and then prolonged apathy. Been like this since the message boards in the 90s. CRISPR/gene editing is no different. I never had any position long or short in $CRSP $NTLA $BEAM $PRME but am a close observer"  
[X Link](https://x.com/anyuser/status/1849865604121124937)  2024-10-25T17:28Z [----] followers, [----] engagements


"The science experiments are cool no doubt. But the indications that work need to make $ bottom line. It doesn't matter what the platform is whether gene therapy or editing. IMO what will be successful are indications that are [--]. horrific AND [--]. have no good standard of care"  
[X Link](https://x.com/drsprs/status/1849865605555552540)  2024-10-25T17:28Z [----] followers, [---] engagements


"Every medical field has indications like this. Not every condition has good treatments but we do the best with the tools we have. Some have nothing. Look at epidermolysis bullosa the wound care treatments were all garbage. $KRYS VYJUVEK great sales ramp"  
[X Link](https://x.com/drsprs/status/1849865606990004561)  2024-10-25T17:28Z [----] followers, [----] engagements


"Sometimes I get pushback when I prescribe Lyrica (pregabalin) instead of gabapentin. Lyrica went generic in [----] and is pennies. Insurances nitpick over everything. And people think they are going to pay for HAE gene editing when decent HAE meds are available $NTLA @GeneInvesting HAE is a great example of my point. That indication is a zero for gene editing. It is a money sink for development. It is a commercial zero. @GeneInvesting HAE is a great example of my point. That indication is a zero for gene editing. It is a money sink for development. It is a commercial zero"  
[X Link](https://x.com/drsprs/status/1849874388189163822)  2024-10-25T18:03Z [----] followers, [----] engagements


"@bio_report Here is the list of SAEs for Izervay compare to $APLS 🤷♂. I don't own either. Used to own years ago. Messy launch stories aren't my thing"  
[X Link](https://x.com/drsprs/status/1853499848844345713)  2024-11-04T18:09Z [----] followers, [----] engagements


"@monaco_biotech I'm not close to any GI docs but the tissuecypher test is very interesting recurring revenue and it seems like GI docs are adopting it rapidly. Any opinions out there It has a weak worded recommendation by their society"  
[X Link](https://x.com/drsprs/status/1853569457421168948)  2024-11-04T22:46Z [----] followers, [---] engagements


"@tarrikzaid @monaco_biotech @john_damianosMD Really good presentation"  
[X Link](https://x.com/drsprs/status/1853588113375027330)  2024-11-05T00:00Z [----] followers, [--] engagements


"@GeneInvesting So now you have your entire active investing account in one company $NTLA"  
[X Link](https://x.com/anyuser/status/1853845689840861520)  2024-11-05T17:03Z [----] followers, [---] engagements


"@a_a_free @adar170 I haven't looked at this quarter but I sold out long ago after the Freenome data. It was really just a trade that really didn't pay out that much anyways. Long-term I don't like them because they don't seem to be able to scale the business profitably and consistently"  
[X Link](https://x.com/drsprs/status/1853919690999120019)  2024-11-05T21:57Z [----] followers, [---] engagements


"@peterphan88 @a_a_free @adar170 GH has not disclosed specifics but per EXAS old conference calls it is much more expensive since it is NGS (ILMN). EXAS now developing their blood test using PCR = cheaper. Cologuard uses PCR/hemoglobin"  
[X Link](https://x.com/drsprs/status/1853945389860442327)  2024-11-05T23:40Z [----] followers, [---] engagements


"Weird moves today in life sci tools. Market worried that Trump will cut NIH budget Academically exposed tools cos getting hit. $ILMN $WAT $BRKR $TXG. They did fine 2016-2020 was NIH $ cut first time around"  
[X Link](https://x.com/drsprs/status/1854187663043305499)  2024-11-06T15:42Z [----] followers, [----] engagements


"@Sanctuary_Bio Been a week and most of the selling looks programmed based on possible Trump changes. Here is what I see down: [--]. RFK - Vaccines - $MRNA [--]. NIH cuts - academic lifsci tools - $TXG $BRKR [--]. FDA / Peter Marks - gene tx - $RCKT If nothing changes then these will revert"  
[X Link](https://x.com/drsprs/status/1856878517004415153)  2024-11-14T01:55Z [----] followers, [----] engagements


"@Sports_bios Buyout premium embedded in the stock price removed today. Interesting valuation exercise for all of biotech"  
[X Link](https://x.com/drsprs/status/1859610083178709317)  2024-11-21T14:49Z [----] followers, [---] engagements


"@Amarillo_Slim1 Isn't this the guy who's biggest position was $TDOC in [----] Wow he's back. 👀"  
[X Link](https://x.com/drsprs/status/1860885837535171010)  2024-11-25T03:18Z [----] followers, [---] engagements


"I strongly believe that there is positive and negative alpha to be found on this platform you just need to know where to find it. My theory is that the number of positive posts on a certain biotech medtech or lifsci ticker inversely correlates to [--] year performance. Does anyone know how we can run this data"  
[X Link](https://x.com/anyuser/status/1861885026914439242)  2024-11-27T21:29Z [----] followers, 28.1K engagements


"@monaco_biotech Yes exactly it has to be passive data and without survey bias. X certainly has the data would be awesome to have access to this"  
[X Link](https://x.com/drsprs/status/1861979455977406473)  2024-11-28T03:44Z [----] followers, [----] engagements


"@Biotech2k1 That's not an error. Benchmarking the public biotech sector has been discussed ad nauseum since new $XBI reweighing favors large caps now. No perfect index exists but it's the best we have. $ARKG maybe but filled with too much garbage. $IBB and $NBI also favor large caps"  
[X Link](https://x.com/drsprs/status/1862319379675062771)  2024-11-29T02:15Z [----] followers, [---] engagements


"@Biohazard3737 When the overall market will have a normal pullback biotech will also drop. Unless pullback is recessionary related and long term rates fall. M+A gives one time boosts to sector. And hence why the sector sucks and I have allocation limits"  
[X Link](https://x.com/drsprs/status/1865101416416842188)  2024-12-06T18:30Z [----] followers, [---] engagements


"@adamfeuerstein Rec Tacos El Gordo FYI. Little bit of a drive tho"  
[X Link](https://x.com/drsprs/status/1865536473140961314)  2024-12-07T23:18Z [----] followers, [---] engagements


"With $CYDY CEO convicted today which bio-fraud CEO will be convicted next $NWBO $CVM $SAVA $NWBO $CVM $SAVA $NWBO $CVM $SAVA"  
[X Link](https://x.com/drsprs/status/1866534546801561668)  2024-12-10T17:24Z [----] followers, [----] engagements


"@richtrades100 $GOSS popping on $KROS lead drug issues is a fine trade but their own trial will fail IMO so this is like a hot potato. Would not want to hold $GOSS long term. Mark it"  
[X Link](https://x.com/drsprs/status/1867291507562360876)  2024-12-12T19:32Z [----] followers, [----] engagements


"@ErikOtto2 I would estimate a comprehensive equal weighted SMID Biotech index would be down 25-30% this year. Depends on where you make the market cap cutoff"  
[X Link](https://x.com/drsprs/status/1869496057417347447)  2024-12-18T21:32Z [----] followers, [---] engagements


"Wow oncologist was a degenerate trader on the $NUVL trial readout. 1.5M penalty gonna hurt tho"  
[X Link](https://x.com/anyuser/status/1869848264520147444)  2024-12-19T20:52Z [----] followers, [----] engagements


"PharmDCA posed a question to his followers recently. This thread likely contains valuable negative alpha. I tabulated the poll results below (after [--] days open). I will track the performance of this equal weighted basket of top [--] bio picks over the next year. Most votes (top 10): $SGMO - [--] $VKTX - [--] $SLS - [--] $NWBO - [--] $IOVA - [--] $IBRX - [--] $CRVS - [--] $PDSB - [--] $NTLA - [--] $HUMA - [--] Honorable mentions: $RVPH - [--] $ESPR - [--] $ARWR - [--] $RGNX - [--] $PSNL - [--] $QURE - [--] I strongly believe that there is positive and negative alpha to be found on this platform you just need to know where to find it. My"  
[X Link](https://x.com/anyuser/status/1872398220753772803)  2024-12-26T21:44Z [----] followers, 53.9K engagements


"@LogicalThesis @ShortsellerST @Pharmdca Those are both possibly solid. Will have to monitor. Didn't make the top [--] list (which is a good sign)"  
[X Link](https://x.com/drsprs/status/1872466243867005084)  2024-12-27T02:15Z [----] followers, [---] engagements


"@BlaseBio I thought I said it before but maybe privately the ph3 Becker trial will fail imo (Grand Canyon). $EWTX"  
[X Link](https://x.com/drsprs/status/1872467752189116646)  2024-12-27T02:21Z [----] followers, [---] engagements


"Quantum-Si a company that makes half baked protein sequencers that only detect [--] out of [--] amino acids that never has cracked over [---] thousand in quarterly sales in its history that has nothing to do do with quantum computing is up 200% in the past [--] trading days. Complete insanity out there. $QSI Post any other stupid moves the past week to this thread. @WaterworldCapi1"  
[X Link](https://x.com/anyuser/status/1872715817760243877)  2024-12-27T18:46Z [----] followers, 104.8K engagements


"@drrichjlaw Wow that is nuts. Never heard of that one"  
[X Link](https://x.com/drsprs/status/1872731189490192465)  2024-12-27T19:48Z [----] followers, [----] engagements


"@TheTipasa Yeah the sales launch pretty much speaks for itself. It's a toy"  
[X Link](https://x.com/drsprs/status/1872748865935556916)  2024-12-27T20:58Z [----] followers, [---] engagements


"$NARI merciful buyout by $SYK reminiscent of another disappointing medtech acquisition of last decade Volcano $VOLC. Similar situations both had multi year drawdowns and disappointing performance after sales slowed. Look at Volcano peaked at [--] then [--] year drawdown to [--] and lucky buyout by $PHG for 18"  
[X Link](https://x.com/drsprs/status/1876693394191491468)  2025-01-07T18:12Z [----] followers, [----] engagements


"$NARI very similar peaked in [----] brutal [--] year relentless decline and then a fortuitous buy out. Sales growth was slowing. [--] year performance essentially on par with SP500. $SPY $VOO. Is this considered a successful outcome"  
[X Link](https://x.com/drsprs/status/1876693396276015442)  2025-01-07T18:12Z [----] followers, [---] engagements


"@pawcio2009 He missed on $TWST and keeps changing his ideas on it. Otherwise I agree he's usually correct"  
[X Link](https://x.com/drsprs/status/1877833200095117637)  2025-01-10T21:41Z [----] followers, [---] engagements


"Ha I'm plastics not transplant. Huge interest and sales at the start. Last [--] Qs slowdown. Nobody knows why possible market share peaked. I'm not sure. In general my philosophy for medical device investing is that after two quarters of bad results I sell. I'm patient and don't sell after one bad quarter. In this case I sold last year"  
[X Link](https://x.com/drsprs/status/1877843441939554443)  2025-01-10T22:22Z [----] followers, [---] engagements


"Yes but only regarding cost. Transplants are usually bundled payments by payors to transplant centers and this very expensive service cuts into the fat margins since it's so expensive. For example liver transplant and hospitalization easily in the millions payment for each one. It does enable higher volumes and more daytime surgeries tho"  
[X Link](https://x.com/drsprs/status/1878196827599884777)  2025-01-11T21:46Z [----] followers, [--] engagements


"@LogicalThesis Delay after delay. Mostly related to affinity probes. Last update was end of [----] launch"  
[X Link](https://x.com/drsprs/status/1882654182622306556)  2025-01-24T04:58Z [----] followers, [---] engagements


"Suzetrigrine (Journavx) is the first oral non-opiate pain medication FDA approved in over [--] years. Lyrica (pregabalin) was last approved in [----]. I look forward to being able to prescribe Journavx in about a decade. 😂🤣 I just know this will be formulary restricted. $VRTX"  
[X Link](https://x.com/anyuser/status/1885102003094958267)  2025-01-30T23:05Z [----] followers, [----] engagements


"Nautilus $NAUT proteomics device launch delayed until end of [----]. Another delay. This thing should not have gone public in [----]. It may work eventually but co went public too early. Don't own but have been tracking closely"  
[X Link](https://x.com/drsprs/status/1895133564599181789)  2025-02-27T15:27Z [----] followers, [----] engagements


"Really unfortunate another essential tremor trial failed. So many failures in the last few years patients really need an effective option since beta blockers have such a weak effect. Huge $$$ market to whoever can solve it. $PRAX https://investors.praxismedicines.com/news-releases/news-release-details/praxis-precision-medicines-provides-update-essential3-and https://investors.praxismedicines.com/news-releases/news-release-details/praxis-precision-medicines-provides-update-essential3-and"  
[X Link](https://x.com/drsprs/status/1895492699836559426)  2025-02-28T15:14Z [----] followers, 10.1K engagements


"$NBIX NBI-827104 ❌ $JAZZ JZP385 suvecaltamide❌ $SAGE $BIIB SAGE-324 ❌ $PRAX ulixacaltamide ❌"  
[X Link](https://x.com/drsprs/status/1895494966010671600)  2025-02-28T15:23Z [----] followers, [---] engagements


"@MSollender Well the main point of $SMLR has always been finding vascular codes to upcode for higher/sicker Medicare billing. You can call it what you want but fraud/abuse was always its main reason for existence 🤣🤣"  
[X Link](https://x.com/drsprs/status/1896620848888660431)  2025-03-03T17:57Z [----] followers, [---] engagements


"Almost [--] years ago when I was a surgical intern another co-intern felt a soft tissue lump in his elbow. Turned out to be synovial sarcoma and he didn't live to see the end of intern year. Tragic. Fast forward to now Adaptimmune $ADAP has an effective cell therapy FDA approved for synovial sarcoma but the finances are looking grim with a "going concern" notice from its auditors today. The economics of cell therapy are tough. I hope that they can pull through somehow or partner to continue offering their therapies. Lete-cel in the pipeline also is promising. Iovance $IOVA another similar"  
[X Link](https://x.com/anyuser/status/1902926966048915458)  2025-03-21T03:35Z [----] followers, 14.3K engagements


"This was always the existential threat in owning Charles River $CRL AKA The Rat King. Writing was on the wall for a few years now. "FDA Announces Plan to Phase Out Animal Testing Requirement for Monoclonal Antibodies and Other Drugs" https://www.fda.gov/news-events/press-announcements/fda-announces-plan-phase-out-animal-testing-requirement-monoclonal-antibodies-and-other-drugs https://www.fda.gov/news-events/press-announcements/fda-announces-plan-phase-out-animal-testing-requirement-monoclonal-antibodies-and-other-drugs"  
[X Link](https://x.com/anyuser/status/1910423534196990278)  2025-04-10T20:03Z [----] followers, 11.9K engagements


"Which one of these guys dies of a supplement related toxicity first 💊 Bryan Johnson RFK Jr. Joe Rogan Bryan Johnson RFK Jr. Joe Rogan"  
[X Link](https://x.com/drsprs/status/1910434191747276810)  2025-04-10T20:46Z [----] followers, [---] engagements


"@dalibali2 Many concierge practices out there. Pretty popular for the time savings and convenience. Most feedback is positive. Biggest drawback is cost"  
[X Link](https://x.com/drsprs/status/1915056760777330966)  2025-04-23T14:54Z [----] followers, [---] engagements


"This is the thing with Springworks $SWTX. There is a potential bomb of a binary at the end of the year by $IMNM. Varegacestat also known as AL102 is a daily drug and is much more potent. It could cripple nirogacestat sales (BID). I invested in $SWTX after I saw first Q sales were good and my checks were that patients didn't mind the ovarian issues. SWTX management clearly knows the risks and Siegall may have some weird sexual fetishes but the dude is smart. Another reason why oncology investing sucks. It's ok made a decent not great return"  
[X Link](https://x.com/anyuser/status/1915491273169154106)  2025-04-24T19:41Z [----] followers, [----] engagements


"$IOVA Amtagvi - good drug helps desperate melanoma patients in need. Hard commercialization. Bad investment. No position. @Dancingtapas Here is a DM from couple months ago I sent. I would monitor it and see how the launch is going. Many obstacles with the commercialization for $IOVA. https://t.co/mb4NMICzfR @Dancingtapas Here is a DM from couple months ago I sent. I would monitor it and see how the launch is going. Many obstacles with the commercialization for $IOVA. https://t.co/mb4NMICzfR"  
[X Link](https://x.com/anyuser/status/1920575840775254152)  2025-05-08T20:25Z [----] followers, [----] engagements


"When will PacBio $PACB go bankrupt [----] [----] Never [----] [----] [----] Never 2027"  
[X Link](https://x.com/drsprs/status/1920851946673512694)  2025-05-09T14:42Z [----] followers, [----] engagements


"@adar170 Adcom is actually bullish in this case. Will get approved IMO"  
[X Link](https://x.com/drsprs/status/1922796958038577592)  2025-05-14T23:31Z [----] followers, [---] engagements


"I know you guys like to look up 13F filings every Q for these biotech specialist funds but I'll bet anyone that my [--] yr old daughters portfolio consisting of 80% $SPY 10% bonds and 10% $RBLX has outperformed every single one of these funds over the past [--] and [--] yrs. 🤣🤣🤣 What are the fees these guys collecting"  
[X Link](https://x.com/drsprs/status/1923165616669913402)  2025-05-15T23:56Z [----] followers, [----] engagements


"@Anders_Research Because tumor burden needs to be cleared first. The cancer vaccines are not potent/efficacious enough for primary treatment. Recurrence is really the way to go to if they show any long term decrease. So far effects have been modest. $BNTX $MRNA"  
[X Link](https://x.com/drsprs/status/1925229744066556333)  2025-05-21T16:38Z [----] followers, [---] engagements


"@ValueDig All life sci tools pretty beat down badly. Even the large caps. Similar to [----] but worse in duration this beating is [--] years and no bottom (maybe close). Tools peaked [----] and bottomed by [----] in that downturn. $PACB and $LAB pricing in bankruptcy at these levels"  
[X Link](https://x.com/drsprs/status/1926812243561169286)  2025-05-26T01:26Z [----] followers, [---] engagements


"When will biotech bottom $XBI $ARKG Cathie Wood closes ARKG Anthony CRISPR liquidates Bottom was already on 4/8 BiotechTV stops videos Cathie Wood closes ARKG Anthony CRISPR liquidates Bottom was already on 4/8 BiotechTV stops videos"  
[X Link](https://x.com/drsprs/status/1928183567034601500)  2025-05-29T20:16Z [----] followers, [----] engagements


"Was just brainstorming investing ideas in healthcare with my buddy last weekend. I think the integrated healthcare systems and hospital systems are going to have huge tailwinds from AI. Mostly from higher margins due to much more efficient staffing. Labor costs are #1 right now. The administrative bloat in healthcare is easily apparent to most doctors. Tons of HC jobs can be eliminated with AI: scribes schedulers billers coordinators those 1-800 advice nurses and best of all those jagoffs with the clipboards that no one knows what the hell they do. Almost all of these jobs pay six figures."  
[X Link](https://x.com/anyuser/status/1928885331765637428)  2025-05-31T18:44Z [----] followers, [----] engagements


"@WexCapital There is a similar reverse thermosensitive polymer called LeGoo for microsurgery that I want to use but it looks like $SNY stopped selling it unfortunately"  
[X Link](https://x.com/drsprs/status/1933263694877897015)  2025-06-12T20:42Z [----] followers, [---] engagements


"Regarding $CAI ugly financials: These guys were basically running out of cash before this IPO. "As of March31 [----] the Companys cash and cash equivalents balance was approximately $31.2million and the short-term investments balance was $2.2million" They also owe accelerated payments on term loans and convertible notes. "These conditions raise substantial doubt as to the Companys ability to continue as a going concern." Never mind AI is in the ticker. It's going to 🚀🚀🤣😂 Caris Life Sci a diagnostic co I've been following for many years just filed its S-1. Oncos at my HC system switched from"  
[X Link](https://x.com/drsprs/status/1935182012006252560)  2025-06-18T03:45Z [----] followers, [----] engagements


"Reminder Zimislecel (VX-808) still requires lifelong immunosuppression. T1 diabetics are not going to use this unless already have kidney transplant which are a small percentage. Most will just continue to use insulin pumps which are getting better and integrated with CGM. $VRTX Presented at #ADASciSessions: Zimislecel is an allogeneic stem cellderived islet-cell therapy. This phase [--] study supports the hypothesis that zimislecel can restore physiologic islet function and thus treat persons with type [--] diabetes.Full study: https://t.co/4WOqQUHXek https://t.co/MsO9o5gAvW Presented at"  
[X Link](https://x.com/anyuser/status/1936263842834903345)  2025-06-21T03:24Z [----] followers, [----] engagements


"Any significant news drop at [---] EST today Sudden drop in $NTRA and spikes in life sci tools $TECH $BRKR $TWST. I didn't see any news. Court ruling maybe"  
[X Link](https://x.com/drsprs/status/1937959022185140259)  2025-06-25T19:40Z [----] followers, [----] engagements


"Another gene therapy death BTW. This one out of China reported in NEJM. Safety is biggest issue with gene therapies and all new therapeutic modalities. Would patients tolerate this many deaths with small molecules Antibodies RNAi So far looks like IV AAV gene therapies are going to have a certain % mortality rate. What is acceptable r/r $SRPT $RCKT"  
[X Link](https://x.com/anyuser/status/1938091812377530630)  2025-06-26T04:27Z [----] followers, [----] engagements


"Similar but different. I'm not a professional but invested since the 90s. That bubble was mainly internet biotech genomics and large caps. People piled into mutual funds like Janus [--] etc which crowded into a lot of blue chips like Pfizer even. Right now tons of the market is neglected biotech is in a 4-year depression but I agree there's a large part of the market that is totally silly and disconnected from reality. "Retarded" momentum is strong. The dumbest people making the most money right now"  
[X Link](https://x.com/drsprs/status/1938320256994578899)  2025-06-26T19:35Z [----] followers, [---] engagements

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