# ![@financebully Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1331729246851567618.png) @financebully financebully

financebully posts on X about $crvs, $eras, $alms, $arvn the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1331729246851567618/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331729246851567618/c:line/m:interactions.svg)

- [--] Week [-------] -51%
- [--] Month [---------] +2,549%
- [--] Months [---------] +2,150%
- [--] Year [---------] +3,195%

### Mentions: [--] [#](/creator/twitter::1331729246851567618/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331729246851567618/c:line/m:posts_active.svg)

- [--] Week [--] -13%
- [--] Month [---] +70%
- [--] Months [---] +189%
- [--] Year [-----] +346%

### Followers: [-----] [#](/creator/twitter::1331729246851567618/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331729246851567618/c:line/m:followers.svg)

- [--] Week [-----] +1.20%
- [--] Month [-----] +7.60%
- [--] Months [-----] +70%
- [--] Year [-----] +115%

### CreatorRank: [-------] [#](/creator/twitter::1331729246851567618/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331729246851567618/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  66.98% [finance](/list/finance)  13.21% [technology brands](/list/technology-brands)  2.83% [currencies](/list/currencies)  2.83% [vc firms](/list/vc-firms)  0.94% [countries](/list/countries)  0.94%

**Social topic influence**
[$crvs](/topic/$crvs) #2, [$eras](/topic/$eras) #3, [$alms](/topic/$alms) #2, [$arvn](/topic/$arvn) #2, [$sny](/topic/$sny) #7, [$kymr](/topic/$kymr) #2, [$zbio](/topic/$zbio) #3, [$lly](/topic/$lly) #15, [$nktr](/topic/$nktr) #2, [investment](/topic/investment) #4767

**Top accounts mentioned or mentioned by**
[@amaymd](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@seedy19tron](/creator/undefined) [@applehelix](/creator/undefined) [@houndcl](/creator/undefined) [@quakerbrothers](/creator/undefined) [@a_may_md](/creator/undefined) [@pemulisking](/creator/undefined) [@semodough](/creator/undefined) [@dbruhzinski3](/creator/undefined) [@hannibalspeaks](/creator/undefined) [@bananaoncology](/creator/undefined) [@avidresearch](/creator/undefined) [@bradloncar](/creator/undefined) [@tradingsssss](/creator/undefined) [@monacobiotech](/creator/undefined) [@joserestonva](/creator/undefined) [@interiusbio](/creator/undefined) [@sleepydragon01](/creator/undefined) [@mrhighwayy](/creator/undefined)

**Top assets mentioned**
[Erasca, Inc.  (ERAS)](/topic/$eras) [Alumis Inc. (ALMS)](/topic/$alms) [Arvinas, Inc (ARVN)](/topic/$arvn) [Synthetify (SNY)](/topic/$sny) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [Eli Lilly and Company (LLY)](/topic/$lly) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Johnson & Johnson (JNJ)](/topic/$jnj) [AbbVie Inc (ABBV)](/topic/$abbv) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Evommune, Inc. (EVMN)](/topic/$evmn) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Abivax SA (ABVX)](/topic/$abvx) [Pfizer, Inc. (PFE)](/topic/$pfe) [Amgen, Inc. (AMGN)](/topic/$amgn) [Olema Pharmaceuticals, Inc. (OLMA)](/topic/$olma) [Harmony Biosciences Holdings, Inc. (HRMY)](/topic/$hrmy) [Xilio Therapeutics, Inc. (XLO)](/topic/$xlo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) [AstraZeneca PLC (AZN)](/topic/$azn) [Cullinan Management, Inc. (CGEM)](/topic/$cgem) [Trex Company, Inc. (TREX)](/topic/$trex) [Prelude Therapeutics Inc. (PRLD)](/topic/$prld) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [Arcutis Biotherapeutics, Inc. (ARQT)](/topic/$arqt) [Adlai Nortye Ltd (ANL)](/topic/$anl) [Enliven Therapeutics, Inc. (ELVN)](/topic/$elvn) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Metsera, Inc. (MTSR)](/topic/$mtsr) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [Climb Bio, Inc (CLYM)](/topic/$clym) [Kyverna Therapeutics, Inc. (KYTX)](/topic/$kytx) [RenovoRx, Inc. (RNXT)](/topic/$rnxt) [AltLayer (ALT)](/topic/$alt) [Merck & Co., Inc. (MRK)](/topic/$mrk) [C4 Therapeutics, Inc (CCCC)](/topic/$cccc) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@sleepydragon01 @A_May_MD read my post more clearly"  
[X Link](https://x.com/financebully/status/2022750870320857437)  2026-02-14T19:12Z [----] followers, [---] engagements


"@A_May_MD you should follow your own advice. $ZBIO $LLY $CLYM $CGEM $AMGN $CABA $KYTX https://t.co/fu9sDm5tAQ $ZBIO $LLY $CLYM $CGEM $AMGN $CABA $KYTX https://t.co/fu9sDm5tAQ"  
[X Link](https://x.com/financebully/status/2022743876621205862)  2026-02-14T18:44Z [----] followers, [----] engagements


"@pemulisking @A_May_MD his point was that cd19 inhibition wouldn't work. it did"  
[X Link](https://x.com/financebully/status/2022750113433551255)  2026-02-14T19:09Z [----] followers, [--] engagements


"@semodough icotide will be huge. i still chuckle at jnj's initial $5b pys estimate"  
[X Link](https://x.com/financebully/status/2022797399102558294)  2026-02-14T22:17Z [----] followers, [--] engagements


"@mrhighway_y @dbruhzinski3 you missed the point. i hold zero positions in $apge $kymr or trex bio. i'm considering a position in $evmn once excitement dies down. my skepticism toward nktr is based on the merits of the drug not a conflict of interest"  
[X Link](https://x.com/financebully/status/2022809248179077252)  2026-02-14T23:04Z [----] followers, [--] engagements


"@JacksonG5683 @seedy19tron Up over 150% on this one. Glad I kept some of my position. 🤞on q4 readouts. $zbio"  
[X Link](https://x.com/financebully/status/1963989635765342640)  2025-09-05T15:36Z [----] followers, [----] engagements


"i have no idea why ash preclin data (of assets i completely overlooked before investing) would cause such a sharp pop in $prld stock but thankful for it. if anyone knows please tell me what i'm missing here. https://investors.preludetx.com/news-releases/news-release-details/prelude-therapeutics-announces-publication-abstracts-0 https://investors.preludetx.com/news-releases/news-release-details/prelude-therapeutics-announces-publication-abstracts-0"  
[X Link](https://x.com/financebully/status/1985446140318253303)  2025-11-03T20:37Z [----] followers, [----] engagements


"information leak before the deal announcement. $prld https://investors.preludetx.com/news-releases/news-release-details/prelude-therapeutics-announces-strategic-business-update i have no idea why ash preclin data (of assets i completely overlooked before investing) would cause such a sharp pop in $prld stock but thankful for it. if anyone knows please tell me what i'm missing here. https://t.co/O1slIfyf10 https://investors.preludetx.com/news-releases/news-release-details/prelude-therapeutics-announces-strategic-business-update i have no idea why ash preclin data (of assets i completely"  
[X Link](https://x.com/financebully/status/1985680322894446694)  2025-11-04T12:07Z [----] followers, [----] engagements


"$olma #SABCS25 data"  
[X Link](https://x.com/financebully/status/1998744567319765358)  2025-12-10T13:20Z [----] followers, [----] engagements


"@plainyogurt21 @hannibalspeaks $kura and $cgem in [----]. i continue to hold $sabs but don't expect [----] to be a huge year for them due to catalyst desert. many more with bright futures in [----] others not on your list - $rnxt $cybn $acet $hrmy $catx $xlo $alt. i think $arvn will also have a small comeback. 🤞"  
[X Link](https://x.com/financebully/status/2004696205235028418)  2025-12-26T23:29Z [----] followers, [---] engagements


"point72 conducting diligence and making a small investment provides additional confidence although the broad disjointed pipeline still seems a bit distracting for effective tonmya launch. $tnxp @Arhdan9 thanks. just coming across the story here. lots of historical baggage but it looks like $tnxp could be turning itself around with this launch. i've started a position. @Arhdan9 thanks. just coming across the story here. lots of historical baggage but it looks like $tnxp could be turning itself around with this launch. i've started a position"  
[X Link](https://x.com/financebully/status/2005636984556118313)  2025-12-29T13:48Z [----] followers, [----] engagements


"@plainyogurt21 are we still getting $orka [---] hv pk data by ye"  
[X Link](https://x.com/financebully/status/2006053321589575989)  2025-12-30T17:22Z [----] followers, [---] engagements


"@A_May_MD they still appear to want to launch it but we shall see whether they will. real question is whether this triggers royalty pharma milestone payment and whether bms will remain as partner. stock dipped $7 in feb/mar [----] so it has been a great trade for those who got in then"  
[X Link](https://x.com/financebully/status/2008164091966202191)  2026-01-05T13:10Z [----] followers, [----] engagements


"@LTbioinvestor $xlo 👍"  
[X Link](https://x.com/financebully/status/2011480988551905423)  2026-01-14T16:50Z [----] followers, [---] engagements


"$crvs what are analyst easi mean expectations need to deepen response beyond 64% seen in c3 - 70-75%+ keep in mind some/many of patients are refractory (dupi failures systemic). $sny $kymr $nktr"  
[X Link](https://x.com/financebully/status/2012329712639414361)  2026-01-17T01:02Z [----] followers, [----] engagements


"$eras $225M offering at $10/share. 🎉important to keep an open mind and limit echo chamber noise. @Banana_Oncology maybe re: [----] and [----] - i'll wait for data with matched patients before making a call. for pan-ras $eras may have a slight edge over [----]. we shall see. @Banana_Oncology maybe re: [----] and [----] - i'll wait for data with matched patients before making a call. for pan-ras $eras may have a slight edge over [----]. we shall see"  
[X Link](https://x.com/financebully/status/2014157768459247912)  2026-01-22T02:06Z [----] followers, [----] engagements


"@ohadhammer nice slide. im personally more interested in seeing $bntx results - the pdl1xvegf bispec makes more mechanistic sense to me"  
[X Link](https://x.com/financebully/status/2014376165629444210)  2026-01-22T16:34Z [----] followers, [---] engagements


"@houndcl didnt you say the same about $eras 😉"  
[X Link](https://x.com/financebully/status/2014401485166281216)  2026-01-22T18:15Z [----] followers, [---] engagements


"$sny dupilumab [--] cases of scc (0.5%) vs amlitelimab [--] case of ks (0.04%). overreaction. $crvs $kymr $apge https://pmc.ncbi.nlm.nih.gov/articles/PMC11789671/#cit0010 Leerink's David Risinger on the $SNY amlitelimab Karposi's sarcoma case: "As a result we see risk of a potential black box warning on amlitelimabs label." Would be same for $AMGN $APGE and any other company with an OX40 drug right https://pmc.ncbi.nlm.nih.gov/articles/PMC11789671/#cit0010 Leerink's David Risinger on the $SNY amlitelimab Karposi's sarcoma case: "As a result we see risk of a potential black box warning on"  
[X Link](https://x.com/financebully/status/2014718980997710156)  2026-01-23T15:16Z [----] followers, 12.1K engagements


"@WassimLaroussi3 🤞 good luck. i own $crvs $acrs $arqt"  
[X Link](https://x.com/financebully/status/2014761573991252357)  2026-01-23T18:06Z [----] followers, [---] engagements


"@avidresearch popular biox 'analysts' doubted $alms until ph3 data impressed. data is what matters and $crvs data to date has been consistently positive. ofc there is always the possibility that that changes but i trust data over speculation"  
[X Link](https://x.com/financebully/status/2015126794832314420)  2026-01-24T18:17Z [----] followers, [---] engagements


"@Banana_Oncology good for $eras (continues to spotlight ras tx space). in takeouts like these there are usually more customers for the earlier stage cheaper options. i personally wouldnt buy either at their current levels but if eras ever dips by half id be up for refilling my position"  
[X Link](https://x.com/financebully/status/2015560198027415754)  2026-01-25T22:59Z [----] followers, [---] engagements


"@BiotechPort this has been my investment thesis since $eras was trading at $1.50/sh. ;)"  
[X Link](https://x.com/financebully/status/2015593686734639133)  2026-01-26T01:12Z [----] followers, [---] engagements


"$eras $rvmd may play out differently tomorrow. $eras $225M offering at $10/share. 🎉important to keep an open mind and limit echo chamber noise. $eras $225M offering at $10/share. 🎉important to keep an open mind and limit echo chamber noise"  
[X Link](https://x.com/financebully/status/2015606653744283971)  2026-01-26T02:04Z [----] followers, [----] engagements


"@ar929348 its hard to call m&a - never know whats going on behind the scenes. i invest for roi not buyouts. however I think $eras and $vstm have just as good a chance (if not more) of m&a as $rvmd"  
[X Link](https://x.com/financebully/status/2015638116753670203)  2026-01-26T04:09Z [----] followers, [---] engagements


"cmo abruptly leaving in july was the first sign (well maybe not the first). now the ceo and cfo jumping ship. $crdf 😏 @jeremyj0916 we shall see but CMOs don't decide to retire/leave right before stellar clinical data is released. and companies wouldn't announce it before a big positive readout. @jeremyj0916 we shall see but CMOs don't decide to retire/leave right before stellar clinical data is released. and companies wouldn't announce it before a big positive readout"  
[X Link](https://x.com/financebully/status/2016170827167715594)  2026-01-27T15:25Z [----] followers, [---] engagements


"@AppleHelix look forward to seeing data from palazestrant. like all other serds i just don't see how it can mechanistically work in er wt where no one else can (including an active er degrader). yet $olma (ph3) mc $2b vs $arvn (pre-approval) mc $0.85b. 🤯"  
[X Link](https://x.com/financebully/status/2017251098101219411)  2026-01-30T14:58Z [----] followers, [---] engagements


"@WallStSai at $280b mc though i'll continue to build a position. keytruda still has a long commercial life ahead while they find replacements. $mrk 🙃"  
[X Link](https://x.com/financebully/status/2018678523334885867)  2026-02-03T13:30Z [----] followers, [---] engagements


"@houndcl @Banana_Oncology i hope you took advantage after sharing. thanks for the early tip on $anl $eras $rvmd"  
[X Link](https://x.com/financebully/status/2018725278025986206)  2026-02-03T16:36Z [----] followers, [---] engagements


"@NightOwlBiotech there are some gems in there. $tlx $kura $zyme $urgn $vstm will all have their time"  
[X Link](https://x.com/financebully/status/2018866674037076322)  2026-02-04T01:58Z [----] followers, [---] engagements


"@HOThomasWPhelps this is a great point thomas. $crvs sql's itk inhibition shifts immune response from th2 to th1 creating a safety net for the ad/ctcl overlap. while some biologics can mask hidden ctcl sql treats bothshowing preliminary 75% easi-75 in ad and durable crs in tcl. 🙏"  
[X Link](https://x.com/financebully/status/2019006499662733482)  2026-02-04T11:13Z [----] followers, [---] engagements


"@HOThomasWPhelps also worth noting that prioritizing atd over early ctcl was a strategically savvy move by the $crvs team. atd's faster clinical endpoints (in addition to larger market) mean quicker (and more valuable) data vs. the years needed for an indolent ctcl trial"  
[X Link](https://x.com/financebully/status/2019009110889701678)  2026-02-04T11:24Z [----] followers, [---] engagements


"@Phoenix3million [--]. $cccc - fdmc $218m; cash $300m"  
[X Link](https://x.com/financebully/status/2019581127338393994)  2026-02-06T01:17Z [----] followers, [---] engagements


"@A_May_MD i agree re: bootleg wegovy pill - i actually think they did that for engagement (free advertising) knowing it would be pulled. with that said i dont see anything wrong with offering a validated cancer dx test for people who want to pay for it. $hims $gral"  
[X Link](https://x.com/financebully/status/2019830541433073915)  2026-02-06T17:48Z [----] followers, [---] engagements


"@labubu_trader my insurance has only ever covered wegovy (after several hoops). i tried zepbound (self pay) once for [--] months (after aetna tried denying future wegovy coverage) and didnt notice any difference. i believe both will suffer when semaglutide goes generic"  
[X Link](https://x.com/financebully/status/2020006809705033970)  2026-02-07T05:28Z [----] followers, [----] engagements


"@wyv_123 $jnj will do the same w/ tremfya and $ptgx icotide. they were never going to buy $abvx obe"  
[X Link](https://x.com/financebully/status/2020484548824334826)  2026-02-08T13:07Z [----] followers, [---] engagements


"@avidresearch i assume he was referring to lilly-orna (stat reported) or lilly-innovent deal announcements. $lly https://www.fiercebiotech.com/biotech/lilly-innovent-pen-88b-collab-moves-beyond-traditional-licensing https://www.fiercebiotech.com/biotech/lilly-innovent-pen-88b-collab-moves-beyond-traditional-licensing"  
[X Link](https://x.com/financebully/status/2020834669382730209)  2026-02-09T12:18Z [----] followers, [---] engagements


"@richtrades100 @A_May_MD up 40% since obex igg4-rd data release. ph2 rms [--] wk maintenance data look on par w/ cd20 depleters. $zbio unlikely to push forward in rms due to entrenched at home monthly subq availability but continued evidence that cd19/fcr2b inhibition is an effective option"  
[X Link](https://x.com/financebully/status/2020871773491753179)  2026-02-09T14:45Z [----] followers, [---] engagements


"@biopharmacaster 2nd endpoint was [--] wks (dec 25) + data clean database lock stats analysis and unblinding. i assume it should come by end of feb. theyve consistently stated q126. comforting that orbi venrock deep track invested AFTER [--] week primary in oct was completed but we shall see"  
[X Link](https://x.com/financebully/status/2020915873653850490)  2026-02-09T17:41Z [----] followers, [---] engagements


"@HOThomasWPhelps @BiotechTV @bradloncar @bradloncar any upcoming $eras interview planned"  
[X Link](https://x.com/financebully/status/2020970428462690690)  2026-02-09T21:17Z [----] followers, [---] engagements


"@AppleHelix i haven't seen reports that mentions the uf but orna's been struggling financially for years. unclear whether merck deal was on the brink of failure. they've not been a top in vivo car-t name in bp circles. bms acquired orbital for $1.5b uf abbv uf for capstan was $1.5b. so"  
[X Link](https://x.com/financebully/status/2021034576332591259)  2026-02-10T01:32Z [----] followers, [---] engagements


"@bradloncar i disagree that this will make any meaningful change. the problem isnt pfizer/moderna (in this scenario) its the criminal government leadership"  
[X Link](https://x.com/financebully/status/2021616551317635294)  2026-02-11T16:05Z [----] followers, [---] engagements


"@adcapyayyy @tradingsssss first its not 4x/yr. you should review the ph3 trial design and not just mimic what youve heard others say. next an injectable that leads to [--] out of [--] ISRs + delayed onset of action (for enriched easy pt population) is a commercial failure in the making"  
[X Link](https://x.com/financebully/status/2022244645418516907)  2026-02-13T09:41Z [----] followers, [---] engagements


"@pmillustration4 @HOThomasWPhelps i doubt it. $bcyc is another baker bros portfolio company which is currently sitting at a negative $130m ev. biotech investors who invest just bc of a fund arent real investors"  
[X Link](https://x.com/financebully/status/1998384937259426175)  2025-12-09T13:31Z [----] followers, [---] engagements


"@monaco_biotech the $elvn new data is interesting. i'd be careful though - lack of dose response is a little worrisome. perhaps both data sets mmr will decrease when more evaluable patients are added. $tern"  
[X Link](https://x.com/financebully/status/2009674073060823551)  2026-01-09T17:10Z [----] followers, [---] engagements


"$bioa position up 330%. will be taking some off table now. i never really believed much in their lead (🤦♂) and only invested based off of their partnership with $lly and insiders buys. glta - hope it continues 📈"  
[X Link](https://x.com/financebully/status/2011451706765344801)  2026-01-14T14:53Z [----] followers, [---] engagements


"@houndcl $mtsr being purchased at $10b total in a duel may be one factor. with that said i invested at $1.5b and have sold 75% of my position - i wouldnt buy more at these levels given higher potential for the stock to fall than rise further. keeping 25% though"  
[X Link](https://x.com/financebully/status/2014400404684144931)  2026-01-22T18:10Z [----] followers, [---] engagements


"@A_May_MD @AppleHelix $zbio obex is bispecific and moving forward. 😝"  
[X Link](https://x.com/financebully/status/2019157913823056202)  2026-02-04T21:15Z [----] followers, [---] engagements


"@Jn66039675 @Prof_Oak_ $lly cd19 was also being developed for iv admin rather than subq like $zbio obex"  
[X Link](https://x.com/financebully/status/2019159277819277633)  2026-02-04T21:21Z [----] followers, [---] engagements


"@Lord_of_Biotech perhaps the wh just didn't like $cmps - next gen molecules/approaches like $atai or $help may be preferred. bigger question is why is the wh even involved in such a decision you'd think they have more pressing matters"  
[X Link](https://x.com/financebully/status/2019165258238054898)  2026-02-04T21:44Z [----] followers, [---] engagements


"@JoseRestonVA i havent been following $evmn nice update. when is subq data coming think i may start a position once the excitement wears off"  
[X Link](https://x.com/financebully/status/2021254285841830210)  2026-02-10T16:05Z [----] followers, [---] engagements


"@PirateWaffle @maddstone1 simply put $100m mc company with $175m in pro forma cash negligible debt and clinical program with initial positive data is a good investment with asymmetric upside. 😂 $acet $xlo $stro in my portfolio"  
[X Link](https://x.com/financebully/status/1990515726193733805)  2025-11-17T20:21Z [----] followers, [---] engagements


"$slno $acad $hrmy not surprised. 😉 @A_May_MD you may want to consider $acad or even $hrmy instead. both have drugs for pws in late stage development. i am more confident about $acad chances but they both have other commercial products and real revs/profits. $slno still overpriced even if the drug works imho. https://t.co/X4kEWdQ2tS @A_May_MD you may want to consider $acad or even $hrmy instead. both have drugs for pws in late stage development. i am more confident about $acad chances but they both have other commercial products and real revs/profits. $slno still overpriced even if the drug"  
[X Link](https://x.com/financebully/status/1997025355790799208)  2025-12-05T19:28Z [----] followers, [----] engagements


"@seedy19tron $tern has been a nice ride from $5.50 and pivot from metabolic/obesity assets. now the top performing investment in my roth portfolio"  
[X Link](https://x.com/financebully/status/1998146695947804810)  2025-12-08T21:44Z [----] followers, [---] engagements


"$zbio (+) although i don't think orelabrutinib looks that much better than sotyktu in sle. perhaps ms data will look more competitive. $sny $rhhby $nvs obexelimab igg4-rd data is up next 🤞 https://investors.zenasbio.com/news-releases/news-release-details/zenas-biopharmas-partner-innocare-pharma-announces-achievement @JacksonG5683 @seedy19tron Up over 150% on this one. Glad I kept some of my position. 🤞on q4 readouts. $zbio https://investors.zenasbio.com/news-releases/news-release-details/zenas-biopharmas-partner-innocare-pharma-announces-achievement @JacksonG5683 @seedy19tron Up over 150%"  
[X Link](https://x.com/financebully/status/2000556948425785713)  2025-12-15T13:21Z [----] followers, [----] engagements


"$orka https://ir.orukatx.com/news-releases/news-release-details/oruka-therapeutics-announces-positive-interim-phase-1-data-orka @lfholt @a_a_free @seedy19tron @JoseRestonVA i recently started a position w/ $orka as well. seems like a relatively low risk play - fc receptor half life extension against validated targets. https://ir.orukatx.com/news-releases/news-release-details/oruka-therapeutics-announces-positive-interim-phase-1-data-orka @lfholt @a_a_free @seedy19tron @JoseRestonVA i recently started a position w/ $orka as well. seems like a relatively low risk play - fc receptor half life"  
[X Link](https://x.com/financebully/status/2010690685473608120)  2026-01-12T12:29Z [----] followers, [---] engagements


"@JacobPlieth @ByMadeleineA Definitely deprioritized. $sny $catx"  
[X Link](https://x.com/financebully/status/2016905580284141683)  2026-01-29T16:05Z [----] followers, [----] engagements


"$cort relacorilant☠ https://download.open.fda.gov/crl/CRL_NDA219398_20260128.pdf $CORT From FDA's CRL: After conducting a thorough safety review we concluded that relacorilant is associated with drug induced liver injury (DILI) https://download.open.fda.gov/crl/CRL_NDA219398_20260128.pdf $CORT From FDA's CRL: After conducting a thorough safety review we concluded that relacorilant is associated with drug induced liver injury (DILI)"  
[X Link](https://x.com/financebully/status/2017000501129159072)  2026-01-29T22:22Z [----] followers, [----] engagements


"$mtsr getting closer to the trash pile. $pfe bourla's days are numbered. https://endpoints.news/pfizers-metsera-originated-monthly-glp-1-cuts-weight-by-10-5-at-six-months/utm_source=Twitter&utm_medium=organic_social&utm_campaign=editorial&utm_content= @Biohazard3737 look forward to seeing this 'win' go in the deprioritized list in 3.2.1 $pfe 🤡 https://endpoints.news/pfizers-metsera-originated-monthly-glp-1-cuts-weight-by-10-5-at-six-months/utm_source=Twitter&utm_medium=organic_social&utm_campaign=editorial&utm_content= @Biohazard3737 look forward to seeing this 'win' go in the deprioritized"  
[X Link](https://x.com/financebully/status/2018703559169040893)  2026-02-03T15:10Z [----] followers, [---] engagements


"be greedy when others are fearful. $nvo"  
[X Link](https://x.com/financebully/status/2018764793424093278)  2026-02-03T19:13Z [----] followers, [---] engagements


"cant decide which is more of a scam - $hims marketing bootleg wegovy pills or $nvo selling genuine wegovy pills via trumprx. 🤔 FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/financebully/status/2019734141147939204)  2026-02-06T11:25Z [----] followers, [---] engagements


"@aditharun_ @AppleHelix i wonder if there is a combo safety challenge or complex protac w/ similar efficacy to trad sm is just not worth it in any case i suspect something is brewing w/ $arvn given no update since december. no update to corp deck since november. 🤔"  
[X Link](https://x.com/financebully/status/2019848224329109705)  2026-02-06T18:58Z [----] followers, [---] engagements


"meanwhile $hims @AndrewDudum and $bntx were highest paid (realized compensation) biotech ceos in [----] far surpassing $lly $nvo $jnj $pfe $abbv ceos. 🤔 Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive personalized. When we start hard conversations we expect challenges along the way. But we won't ever https://t.co/xQEjeVSweR Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America:"  
[X Link](https://x.com/financebully/status/2020742168747348263)  2026-02-09T06:10Z [----] followers, [----] engagements


"the in vivo car-t buying spree continues. $abbv buys capstan in june for $2.1b $gild buys @InteriusBio in aug for $350m $bmy buys orbital in oct for $1.5b and now $lly buys orna for $2.4b. the end of auto/allo car-t or will all in vivo attempts fail https://investor.lilly.com/news-releases/news-release-details/lilly-acquire-orna-therapeutics-advance-cell-therapies $ABBV buying private in vivo CAR-T @capstantx. guess this means Umoja is a flop. They just raised $175M last year at likely $750m-1B pre-money. Nice quick return for investors. Will we start to see other in vivo cos go public"  
[X Link](https://x.com/financebully/status/2020834076912173514)  2026-02-09T12:16Z [----] followers, [----] engagements


"@HOThomasWPhelps @BiotechTV @bradloncar interesting. curious where $alms and $ptgx landed on the watch list and how many days since each interview listed in top 20"  
[X Link](https://x.com/financebully/status/2020970932097994906)  2026-02-09T21:19Z [----] followers, [---] engagements


"@byebyegoodguy we shall see. i predict nktr mgmt will disappoint again as has been the case for the past 20+ years"  
[X Link](https://x.com/financebully/status/2022022173108711719)  2026-02-12T18:57Z [----] followers, [--] engagements


"@BiotechPicks yikes. i was looking at this as a potential investment given the dip in price following their ph2 readout. i hadn't noticed the ada rate. thanks for posting"  
[X Link](https://x.com/financebully/status/2022351878944887234)  2026-02-13T16:47Z [----] followers, [--] engagements


"$arvn @JohnGHouston did you try for @HaldaTx or @MonteRosaTx i didn't take my own advice to buy $glue; started a position today. 🙃 https://ir.monterosatx.com/news-releases/news-release-details/monte-rosa-therapeutics-announces-compelling-clinical-activity https://ir.monterosatx.com/news-releases/news-release-details/monte-rosa-therapeutics-announces-compelling-clinical-activity"  
[X Link](https://x.com/financebully/status/2000929738114916735)  2025-12-16T14:03Z [----] followers, [---] engagements


"@monaco_biotech $alms should be at least at $6b valuation based on comps"  
[X Link](https://x.com/financebully/status/2010801014350508139)  2026-01-12T19:48Z [----] followers, [----] engagements


"called it. $slno $acad @A_May_MD you may want to consider $acad or even $hrmy instead. both have drugs for pws in late stage development. i am more confident about $acad chances but they both have other commercial products and real revs/profits. $slno still overpriced even if the drug works imho. https://t.co/X4kEWdQ2tS @A_May_MD you may want to consider $acad or even $hrmy instead. both have drugs for pws in late stage development. i am more confident about $acad chances but they both have other commercial products and real revs/profits. $slno still overpriced even if the drug works imho."  
[X Link](https://x.com/financebully/status/2011421816963887315)  2026-01-14T12:55Z [----] followers, [----] engagements


"$crvs has made it to the top of my portfolio holdings never did get in below $4 but $5.50 was also a good entry. 🎉 $alms $ptgx $zyme $idya $cmps @HOThomasWPhelps Thanks for keeping us updated on $crvs. Im intrigued by soquelitinib and look forward to q4 AD readout. Awaiting a red day to get a reasonable starter position ideally sub $4 levels. @HOThomasWPhelps Thanks for keeping us updated on $crvs. Im intrigued by soquelitinib and look forward to q4 AD readout. Awaiting a red day to get a reasonable starter position ideally sub $4 levels"  
[X Link](https://x.com/financebully/status/2013681333625618795)  2026-01-20T18:33Z [----] followers, [----] engagements


"@Quakerbrothers @BiotechAnalysst @seedy19tron my portfolio contains [--] of top [--] ytd biotech performers (invested before catalyst). i think my naivete has served me well so far. $crvs $alms $eras"  
[X Link](https://x.com/financebully/status/2016188606386155530)  2026-01-27T16:36Z [----] followers, [---] engagements


"@Quakerbrothers @BiotechAnalysst @seedy19tron never said i was never wrong. ive been wrong many times. both seedy and i were wrong on $arvn vepdeg ph3. & more recently on $rzlt.🤣 on whether a stock typically corrects after a rapid & major move up (that wouldve happened w/ or w/out an obscure x short report) im right. 😊"  
[X Link](https://x.com/financebully/status/2016210521402282099)  2026-01-27T18:03Z [----] followers, [---] engagements


"RT @HOThomasWPhelps: $CRVS [--] min interview with CEO Richard Miller - "Very good chance" soquelitinib is a disease-modifying therapy - "Mo"  
[X Link](https://x.com/financebully/status/2016627443482722795)  2026-01-28T21:40Z [----] followers, [--] engagements


"thinking through potential acquirers for $alms that would be a good strategic fit. $amgn $sny $gild $pfe others @monaco_biotech $alms should be at least at $6b valuation based on comps. https://t.co/z2iSivlmEf @monaco_biotech $alms should be at least at $6b valuation based on comps. https://t.co/z2iSivlmEf"  
[X Link](https://x.com/financebully/status/2016931204398792881)  2026-01-29T17:47Z [----] followers, [----] engagements


"$catx raises a healthy $175m following $sny deprioritization of alphamedix. participants: commodore tcgx spruce street surveyor affinity asset advisors hbm healthcare ally bridge group et al. at $3.79/sh this puts fdmc at $450m w/ $315m cash. still a nice investment. @JacobPlieth @ByMadeleineA Definitely deprioritized. $sny $catx https://t.co/eEa8gMpYO5 @JacobPlieth @ByMadeleineA Definitely deprioritized. $sny $catx https://t.co/eEa8gMpYO5"  
[X Link](https://x.com/financebully/status/2018331886062387375)  2026-02-02T14:33Z [----] followers, [----] engagements


"@hannibalspeaks yes it's done quite often. i'm not trying to be mean but you should really do more research on how to build a comps model for biotech bd. trust me when i say that $alms valuation should be at least $6b"  
[X Link](https://x.com/financebully/status/2018457021851549866)  2026-02-02T22:50Z [----] followers, [---] engagements


"@AppleHelix i agree but believe $gpcr is even more attractive given sm api advantage. good day to go shopping. 🔴"  
[X Link](https://x.com/financebully/status/2019105843707539515)  2026-02-04T17:48Z [----] followers, [---] engagements


"@semodough cantor only include one oral drug rinvoq which is doing exceptionally well. oral convenience + biologic-like efficacy (even w/ a bbw) make a difference. $ptgx $abvx $crvs"  
[X Link](https://x.com/financebully/status/2020158432217624886)  2026-02-07T15:31Z [----] followers, [----] engagements


"@HOThomasWPhelps nice summary. one quick clarification: $crvs allows (but doesnt require) refractory il4/13 or jak-i patients (50% refractory to 'prior systemics' in c4) whereas $kymr and $nktr specifically exclude them. this makes the $crvs cohort potentially more experienced than the others"  
[X Link](https://x.com/financebully/status/2021146992584413417)  2026-02-10T08:59Z [----] followers, [----] engagements


"@ArvinasInc choosing an internal successor like randy raises serious questions about the bod's commitment to a fresh start. unless this move is tied to a successful vepdeg sale he spearheaded its hard to see how this serves the best interests of $arvn shareholders over an external hire"  
[X Link](https://x.com/financebully/status/2021946008683307224)  2026-02-12T13:54Z [----] followers, [---] engagements


"mono trial data so far in mBCa. vepdeg still looks decent but may not distinguish itself enough $arvn $olma $lly $azn $rhhby @OncBrothers Is $ARVN's vepdegestrant not very attractive It has an NDA pending for ESR1m ER+/HER2- advanced breast cancer. Has $788m of cash and EV of $55m Doesn't make sense. $ARVN mgmt needs to sell the whole company and spin back out PROTAC programs Is $ARVN's vepdegestrant not very attractive It has an NDA pending for ESR1m ER+/HER2- advanced breast cancer. Has $788m of cash and EV of $55m Doesn't make sense. $ARVN mgmt needs to sell the whole company and spin back"  
[X Link](https://x.com/financebully/status/1999561265685963116)  2025-12-12T19:25Z [----] followers, [----] engagements


"@Investorclimber @HOThomasWPhelps $kymr is NOT ahead in development - $crvs soquelitinib is more advanced clinically on safety and efficacy. cash doesnt mean anything - $arvn has $700m cash at $800m mc"  
[X Link](https://x.com/financebully/status/2014337406271733863)  2026-01-22T14:00Z [----] followers, [---] engagements


"my [----] is starting off well - [--] of top [--] biotech stock performers. $crvs $alms $eras $glue 😊"  
[X Link](https://x.com/financebully/status/2014477927577166227)  2026-01-22T23:18Z [----] followers, [----] engagements


"@PeterMakintps @ArvinasInc $arvn shareholders and market are unhappy. external ceo was what the market wanted - not an internal baton pass. as mentioned if randy executed a significant deal for vepdeg the promotion makes sense. if not the bod is conflicted and neglecting their duty"  
[X Link](https://x.com/financebully/status/2021980453058883672)  2026-02-12T16:11Z [----] followers, [---] engagements


"$ABBV buying private in vivo CAR-T @capstantx. guess this means Umoja is a flop. They just raised $175M last year at likely $750m-1B pre-money. Nice quick return for investors. Will we start to see other in vivo cos go public @InteriusBio @KeloniaTx Orna Umoja $AZN $JNJ $SNY"  
[X Link](https://x.com/financebully/status/1939669720644432112)  2025-06-30T12:57Z [----] followers, [----] engagements


"@Biohazard3737 look forward to seeing this 'win' go in the deprioritized list in 3.2.1 $pfe 🤡"  
[X Link](https://x.com/financebully/status/1987249049582669888)  2025-11-08T20:01Z [----] followers, [---] engagements


"$eras at $9 now. my advice at $2b+ mc is to be prudent and take some off the table if youre up. great ride from $1.50/sh. $vstm $arvn $rvmd There wont just be one #kras #ras winner 😉 $eras $vstm $eltx $arvn $rvmd https://t.co/UkW8wmHEl5 There wont just be one #kras #ras winner 😉 $eras $vstm $eltx $arvn $rvmd https://t.co/UkW8wmHEl5"  
[X Link](https://x.com/financebully/status/2011829590264565954)  2026-01-15T15:55Z [----] followers, [----] engagements


"in addition to deprioritizing alphamedix $sny also deprioritizes amlitelimab for aa celiac and ss. ox40 not competitive on efficacy in atd or asthma either. $catx $crvs $apge $kymr"  
[X Link](https://x.com/financebully/status/2016911009726779821)  2026-01-29T16:27Z [----] followers, [----] engagements


"$tnxp tonmya sales increasing. hoping the momentum continues. $TNXP Preliminary annual financial report: Cash $207.6m Net revenue $13.1m: Net sales of Zembrace SymTouch& Tosymra: $11.7m; Net sales of TONMYA from November [--] [----] to December [--] [----] was approximately $1.4m compared to analyst's 0.1m due to holiday season https://t.co/rTvm0oP5aN $TNXP Preliminary annual financial report: Cash $207.6m Net revenue $13.1m: Net sales of Zembrace SymTouch& Tosymra: $11.7m; Net sales of TONMYA from November [--] [----] to December [--] [----] was approximately $1.4m compared to analyst's 0.1m due to holiday"  
[X Link](https://x.com/financebully/status/2018697854387179877)  2026-02-03T14:47Z [----] followers, [----] engagements


"@2035Bio @wyv_123 yes. important to note though that $abbv rinvoq proves that even in chronic i&i the mrkt doesn't care about bbw if efficacy competes with biologics with convenience of oral. $ptgx $abvx $alms $crvs"  
[X Link](https://x.com/financebully/status/2020571826330448307)  2026-02-08T18:53Z [----] followers, [---] engagements


"@masonat7 @InteriusBio yep. none of the companies were able to go public (at a decent valuation) during the xbi winter. now bp is stepping in before they ever do. vc funds had a good [----] with these plays. tbd whether bp will ever benefit"  
[X Link](https://x.com/financebully/status/2020865057739960814)  2026-02-09T14:19Z [----] followers, [--] engagements


"$nktr placebo data"  
[X Link](https://x.com/financebully/status/2021198749993926851)  2026-02-10T12:25Z [----] followers, [----] engagements


"this one certainly didnt age well. $crvs +150%🤔 This can't be good right Especially combined with the fact that $CRVS is the 3rd most picked Bio Squid Games. $CRVS $NKTR $KYMR This can't be good right Especially combined with the fact that $CRVS is the 3rd most picked Bio Squid Games. $CRVS $NKTR $KYMR"  
[X Link](https://x.com/financebully/status/2022021525801705526)  2026-02-12T18:54Z [----] followers, [----] engagements


"@tradingsssss rezpeg also causes injection site reactions in close to 80% of patients. big pharma will unlikely take the commercial risk. i also dont trust $nktr mgmt team - i dont think they presented the whole story"  
[X Link](https://x.com/financebully/status/2022232576816193749)  2026-02-13T08:53Z [----] followers, [---] engagements


"@houndcl it is suspect. nktr shareholders should enjoy the honeymoon period. i seriously doubt this will ever be commercialized"  
[X Link](https://x.com/financebully/status/2022235980170985749)  2026-02-13T09:06Z [----] followers, [---] engagements


"$zbio insiders continuing to invest in a cd19 non-depleting approach + pipeline. setback at the beginning of the year but recovering well and still up 250%+ over the past year"  
[X Link](https://x.com/financebully/status/2022719888909844706)  2026-02-14T17:09Z [----] followers, [---] engagements


"$tnxp tonmya launch continuing to impress. fdmc $200m / pfc $200m. 🤔 $tnxp tonmya sales increasing. hoping the momentum continues. https://t.co/AZFCSQlGgQ $tnxp tonmya sales increasing. hoping the momentum continues. https://t.co/AZFCSQlGgQ"  
[X Link](https://x.com/financebully/status/2022723375077167587)  2026-02-14T17:23Z [----] followers, [----] engagements


"this will be a commercial failure. enjoy the ph2 honeymoon phase. $nktr $NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN 1%*** discontinuation rate is the bear thesis The ISR brain damage done to yall by those Lilly legal documents really is wild. Good biotech $NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN 1%*** discontinuation rate is the bear thesis The ISR brain damage done to yall by those Lilly legal documents really is wild. Good"  
[X Link](https://x.com/financebully/status/2022745072383738130)  2026-02-14T18:49Z [----] followers, 10.4K engagements


"@A_May_MD @RemindMe_OfThis i never said you havent had some good calls. thanks again for that one. i agreed in the end before data. i dont agree with you on zbio or nktr"  
[X Link](https://x.com/financebully/status/2022746833823420749)  2026-02-14T18:56Z [----] followers, [---] engagements


"@A_May_MD @pemulisking still up 60% from ipo price. and obex works (and without 70%+ isrs) - you don't understand commercial case"  
[X Link](https://x.com/financebully/status/2022752472570212664)  2026-02-14T19:19Z [----] followers, [----] engagements


"@HOThomasWPhelps nooooo. don't go thomas we all appreciate you"  
[X Link](https://x.com/financebully/status/2022812403788832997)  2026-02-14T23:17Z [----] followers, [---] engagements


"$ABBV lesson: efficacy + oral convenience = blockbuster even with a bbw. inj skyrizi ($17.5B) leads but oral rinvoq ($8.3B) proves pts want pills. the next wave - $JNJ $PTGX (icotide) $ABVX (obe) $ALMS (envu) and $CRVS (soq)could be even bigger w/out the safety baggage. @semodough cantor only include one oral drug rinvoq which is doing exceptionally well. oral convenience + biologic-like efficacy (even w/ a bbw) make a difference. $ptgx $abvx $crvs https://t.co/7DSRto1K5b @semodough cantor only include one oral drug rinvoq which is doing exceptionally well. oral convenience + biologic-like"  
[X Link](https://x.com/financebully/status/2020578160782508380)  2026-02-08T19:19Z [----] followers, [----] engagements


"@A_May_MD we know $nktr rezpeg causes potentially severe injection site reactions in 70%+ of patients and has a delayed onset of action in a small % of population - commercial failure coming most big pharma wont touch it. no safety reports to date for $crvs soquelitinib"  
[X Link](https://x.com/financebully/status/2022741729481240599)  2026-02-14T18:36Z [----] followers, 19.4K engagements


"@mrhighway_y @dbruhzinski3 i'm a fan and investor of $crvs $acrs and $arqt. i also think $apge $kymr $evmn and trex bio have commercial promise in atd. i don't think nktr has commercial promise. the end"  
[X Link](https://x.com/financebully/status/2022807217561321795)  2026-02-14T22:56Z [----] followers, [---] engagements


"@lfholt nice. $evmn and $nmra now in top [--] ytd. $anl $eras $ibrx $alms $crvs $nika $elvn $catx"  
[X Link](https://x.com/financebully/status/2022816965295853684)  2026-02-14T23:35Z [----] followers, [---] engagements

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