# ![@inshatters1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1622661130085703700.png) @inshatters1 inshatters

inshatters posts on X about $vktx, $lly, $nvo, $ovid the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1622661130085703700/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1622661130085703700/c:line/m:interactions.svg)

- [--] Week [-----] +35%
- [--] Month [-----] -81%
- [--] Months [------] +2,474%
- [--] Year [------] +299%

### Mentions: [--] [#](/creator/twitter::1622661130085703700/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1622661130085703700/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1622661130085703700/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1622661130085703700/c:line/m:followers.svg)

- [--] Week [--] +1.20%
- [--] Month [--] +1.20%
- [--] Months [--] +96%
- [--] Year [--] +1,367%

### CreatorRank: undefined [#](/creator/twitter::1622661130085703700/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1622661130085703700/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies)  [social networks](/list/social-networks) 

**Social topic influence**
[$vktx](/topic/$vktx), [$lly](/topic/$lly), [$nvo](/topic/$nvo), [$ovid](/topic/$ovid), [$xene](/topic/$xene), [$drug](/topic/$drug), [$espr](/topic/$espr) #3, [$pnt](/topic/$pnt), [$catx](/topic/$catx), [market](/topic/market)

**Top accounts mentioned or mentioned by**
[@seedy19tron](/creator/undefined) [@biohazard3737](/creator/undefined) [@persimmonti](/creator/undefined) [@bioinvestor24](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@monacobiotech](/creator/undefined) [@cigs1234](/creator/undefined) [@amaymd](/creator/undefined) [@biotech2k1](/creator/undefined) [@ag76biotech](/creator/undefined) [@jfais20](/creator/undefined) [@sanctuarybio](/creator/undefined) [@sharkbiotech](/creator/undefined) [@davidstehle](/creator/undefined) [@houndcl](/creator/undefined) [@smiuffy](/creator/undefined) [@andrearilli](/creator/undefined) [@masonat7](/creator/undefined) [@financebully](/creator/undefined) [@espr](/creator/undefined)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [pNetwork (PNT)](/topic/$pnt) [AbbVie Inc (ABBV)](/topic/$abbv) [Pfizer, Inc. (PFE)](/topic/$pfe) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Viking Holdings Ltd (VIK)](/topic/$vik) [Synthetify (SNY)](/topic/$sny) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Abivax SA (ABVX)](/topic/$abvx) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Rapport Therapeutics, Inc. (RAPP)](/topic/$rapp) [Atai Life Sciences B.V. (ATAI)](/topic/$atai) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [PepGen Inc. (PEPG)](/topic/$pepg) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Stellar (XLM)](/topic/stellar) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [GSK plc (GSK)](/topic/$gsk) [Septerna, Inc. (SEPN)](/topic/$sepn) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [uniQure N.V. (QURE)](/topic/$qure) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ag76_biotech Didnt the injectable by $VKTX hit similar weight loss but in [--] days What are the chances the oral version delivers similar results But $LLY is on a roll"  
[X Link](https://x.com/inshatters1/status/1673338254706237451)  2023-06-26T14:38Z [--] followers, [---] engagements


"@PropThinker What about the 56% nausea for the $LLY oral Does that leave the door ajar for an oral with better tolerability"  
[X Link](https://x.com/inshatters1/status/1673418450075783168)  2023-06-26T19:54Z [--] followers, [---] engagements


"@BertrandBio Was GPCR the only other program with clinical updates (besides $PFE)"  
[X Link](https://x.com/inshatters1/status/1673680106097885184)  2023-06-27T13:14Z [--] followers, [--] engagements


"@bradloncar $LLY getting such a great deal. $PNT was trading at around $12 not long ago and in the past six months they progressed clinical pipeline added supply deals & broadened their radioisotopes arsenal. Moreover SPLASH results are impending. What is going on in bioworld"  
[X Link](https://x.com/inshatters1/status/1709183397053030523)  2023-10-03T12:27Z [--] followers, [---] engagements


"@jfais20 you really think better for sector how was $PNT down and out and why are you so sure SPLASH will disappoint But you're right it certainly seems so based on the BO price (not the premium)"  
[X Link](https://x.com/inshatters1/status/1709184405737030011)  2023-10-03T12:31Z [--] followers, [---] engagements


"@MattBiotech does anyone think another pharma may bid $PNT has a load of cash on hand"  
[X Link](https://x.com/inshatters1/status/1709202797625806852)  2023-10-03T13:44Z [--] followers, [--] engagements


"Surprised biotwitter isnt chatting about $PNT POINT biopharma with current shares trading close to $14- well over $LLY $12.50 BO offer- emblematic of biotechs rut: even outstanding companies are valued @ rock bottom prices. big pharma having a field day picking up the pieces"  
[X Link](https://x.com/inshatters1/status/1725528397864902717)  2023-11-17T14:56Z [--] followers, [---] engagements


"@jfais20 Was one of the few radioligand pure plays on my radar so I added to my position right after the $PNT deal given scarcity of publicly traded radiopharmaceutical companies"  
[X Link](https://x.com/inshatters1/status/1752748493519659160)  2024-01-31T17:39Z [--] followers, [---] engagements


"$VKTX So many news outlets refer to $LLY Mounjaro & zepbound as GLP-1 drugs and fail to make the distinction theyre dual agonists (GLP/GIP) - slightly different (& more effective) than $NVO ozempic - strange given how many people are taking the drugs"  
[X Link](https://x.com/inshatters1/status/1755946256189280403)  2024-02-09T13:26Z [--] followers, [---] engagements


"$VKTX if BO I suppose not before oral ph1 and ph2 SubQ VK-2735 read out But I remember $ARQL BO by $MRK happened before topline data reveal"  
[X Link](https://x.com/inshatters1/status/1757466824734593499)  2024-02-13T18:08Z [--] followers, [---] engagements


"$CLRB their pipeline (preclinical) includes a TAT using PB-212 in partnership with OranoMed. Seems radiopharma companies are starting to pivot to PB-212 instead of AC-225. $PNT had also secured a PB-212 supply deal before $LLY BO"  
[X Link](https://x.com/inshatters1/status/1757472076145770670)  2024-02-13T18:29Z [--] followers, [---] engagements


"@Kevin_M_Biotech generally higher BMI means bigger % weight loss. They didn't provide BMI I think"  
[X Link](https://x.com/inshatters1/status/1765819405479416296)  2024-03-07T19:18Z [--] followers, [---] engagements


"@Bakery_bros what a deal $PNT was for LLY"  
[X Link](https://x.com/inshatters1/status/1770161639695741366)  2024-03-19T18:53Z [--] followers, [---] engagements


"@semodough $vktx Did they ask Brian if they will file IP for this secret sauce oral peptide tech That could be big also to lock up the tech and modality"  
[X Link](https://x.com/inshatters1/status/1804249400983654481)  2024-06-21T20:25Z [--] followers, 18.4K engagements


"@nuclearIdini @EU_Commission @Transport_EU I was looking at trains from Italy to Belgium. have to make like [--] or [--] transfers. insane"  
[X Link](https://x.com/inshatters1/status/1813233965865578789)  2024-07-16T15:27Z [--] followers, [--] engagements


"$LLY have to wonder if their drugs are slowing demand for $NVO drugs. People want the best available remedy / medicine. Bodes well for $VKTX"  
[X Link](https://x.com/inshatters1/status/1821542089416376442)  2024-08-08T13:40Z [--] followers, [---] engagements


"Not sure I understand the $NVO rebound today in sympathy with $LLY stellar earnings when it really seems that LLYs drugs are going to impact NVOs growth and are going to dominate the market (until a better drug is approved)"  
[X Link](https://x.com/inshatters1/status/1821629002102272427)  2024-08-08T19:26Z [--] followers, [---] engagements


"$NVO paid $1.35B for SNAC oral delivery tech which doesnt even seem to really make a difference in the GLP-1 / obesity space. How much could $LEXX be worth if DehydraTECH really improves bioavailability of Semaglutide Or other contenders https://www.novonordisk.com/news-and-media/news-and-ir-materials/news-details.htmlid=33374 https://www.novonordisk.com/news-and-media/news-and-ir-materials/news-details.htmlid=33374"  
[X Link](https://x.com/inshatters1/status/1833562136544509964)  2024-09-10T17:44Z [--] followers, [--] engagements


"@ag76_biotech Other catalysts for $VKTX could be partnership for other compounds (2809 0214) FDA end of phase [--] for [----] initiation of ph2 for oral ph3 for SQ BO Amylin program news"  
[X Link](https://x.com/inshatters1/status/1853395158718366028)  2024-11-04T11:13Z [--] followers, [---] engagements


"@Biohazard3737 What a blunder this turned out to be for AbbVie. KarTX will take 100% whatever that might be"  
[X Link](https://x.com/inshatters1/status/1855979870314000871)  2024-11-11T14:24Z [--] followers, [---] engagements


"@adamfeuerstein Funny thing is AbbVie picked first"  
[X Link](https://x.com/inshatters1/status/1856226569489912236)  2024-11-12T06:44Z [--] followers, [--] engagements


"@Sports_bios @articainaBF So what are potential CNS targets for $ABBV"  
[X Link](https://x.com/inshatters1/status/1856226952375398412)  2024-11-12T06:46Z [--] followers, [--] engagements


"@JialiangLiang @biotech_bro Though that class of drugs is proving to have a positive impact (for obese people) on almost everything"  
[X Link](https://x.com/inshatters1/status/1856265318491939295)  2024-11-12T09:18Z [--] followers, [--] engagements


"Insaneit was basically warm today in Luxembourg. We had snow a few days ago and today [--] am was [--] degrees"  
[X Link](https://x.com/inshatters1/status/1861182641057235315)  2024-11-25T22:58Z [--] followers, [--] engagements


"@JacobPlieth $CATX why would mgmt characterise pb212 as alpha emitter. same goes for SNY's recent acquisition/partnership. Just incredible. What's your take This is quite fraudulent if true. you invest in a company's tech and then find out they've been misrepresenting it all along"  
[X Link](https://x.com/inshatters1/status/1861392702568333488)  2024-11-26T12:52Z [--] followers, [--] engagements


"@bluejaunt100 @jesse_brodkin Wasnt Fava successful with AXSM"  
[X Link](https://x.com/inshatters1/status/1887493042736697639)  2025-02-06T13:26Z [--] followers, [--] engagements


"#FDA #HHS RFK jr reading this report on the firings at HHS seems the DOGE people and many on the admin completely lack any style and are just evil people https://www.biopharmadive.com/news/hhs-layoffs-rif-rollout-chaos-kennedy-doge/744234/ https://www.biopharmadive.com/news/hhs-layoffs-rif-rollout-chaos-kennedy-doge/744234/"  
[X Link](https://x.com/inshatters1/status/1907513273924120858)  2025-04-02T19:19Z [--] followers, [--] engagements


"$OVID seems this could turn into a $XENE kind of story w/ upcoming ph1 in epilepsy. Like Xenons azetukalner they are going after a validated target to supplant an anti-epileptic that was withdrawn from market because its side-effects (including ocular)"  
[X Link](https://x.com/inshatters1/status/1911875245952348297)  2025-04-14T20:12Z [--] followers, [--] engagements


"$xbi #MFN seems all biotechs without approved drugs such as $VKTX $JANX $RVMD just to name a few have become even more attractive targets to pharma"  
[X Link](https://x.com/inshatters1/status/1921924267148542157)  2025-05-12T13:43Z [--] followers, [---] engagements


"@monaco_biotech @westcoastbiotec They mentioned being selective and working only with top sites maybe thats too easy and explanation to give but coukd also be true. Being extra careful to make sure to ace the oh3"  
[X Link](https://x.com/inshatters1/status/1922201853061710059)  2025-05-13T08:06Z [--] followers, [--] engagements


"$GSK $RHHBY TIGIT wow who would have predicted that https://endpts.com/tigit-graveyard-expands-as-gsk-drops-late-stage-asset-with-iteos/ https://endpts.com/tigit-graveyard-expands-as-gsk-drops-late-stage-asset-with-iteos/"  
[X Link](https://x.com/inshatters1/status/1922349432244179017)  2025-05-13T17:53Z [--] followers, [--] engagements


"$NVO deal for $SEPN preclinical obesity programs meanwhile LLY is eating NVOs lunch I am sure they know they must have more urgency But their latest dealers are all for preclinical obesity assets"  
[X Link](https://x.com/inshatters1/status/1922673439560577175)  2025-05-14T15:20Z [--] followers, [---] engagements


"@cigs1234 Id say lack of urgency many deals but all of them for early stage or preclinical molecules. Instead they should have been laser-focused con competing against mounjaro right now"  
[X Link](https://x.com/inshatters1/status/1923460877958717940)  2025-05-16T19:29Z [--] followers, [---] engagements


"@cigs1234 Funny thing the obesity market was seen as a duopoly where new entrants would have hard time establishing a foothold against $LLY & $NVO - but seems at this rate this may not be a duopoly for much longer. Moral: how wrong people can be about markets and who will dominate them"  
[X Link](https://x.com/inshatters1/status/1923474195565994249)  2025-05-16T20:22Z [--] followers, [--] engagements


"@cigs1234 Even more weird is that last spring or summer if I remember correctly there were rumors of an offer to purchase $VKTX that was refused supposedly the approach was made by $LLY and not $NVO"  
[X Link](https://x.com/inshatters1/status/1923477326697755127)  2025-05-16T20:35Z [--] followers, [---] engagements


"@Sanctuary_Bio @A_May_MD @CloisterRes As pointed out by Bloomberg $NVO screwed up manufacturing and in addition to SP going down theyve been losing market share to LLY and leadership position in a market they created- the latter is prob more concerning. & while they made a ton of deals none has immediate impact"  
[X Link](https://x.com/inshatters1/status/1923705839690379605)  2025-05-17T11:43Z [--] followers, [--] engagements


"@Biohazard3737 Its disgusting. Some are more interested in their salary and keeping it than doing the best thing for the company and shareholders. BoD are also complicit to that just rubber stamping whatever the CEO wants to do - even more disgusting. Exception is $NVO & its foundation"  
[X Link](https://x.com/inshatters1/status/1924571458916762057)  2025-05-19T21:02Z [--] followers, [---] engagements


"#AI been using Gemini and Claude Sonnet for the same project and there are big differences. Seems Gemini is very serious and going all out with as much research as possible (almost overkill) whereas Claude seems more nibble and human-like in its approach and output"  
[X Link](https://x.com/inshatters1/status/1938622802720112985)  2025-06-27T15:37Z [--] followers, [--] engagements


"@SpencerHakimian Well you just spelled out a pillar of American culture: "Anyone can be an American." It used to be that way forever. No longer seems to be the case now. especially if you go after birthright citizenship"  
[X Link](https://x.com/inshatters1/status/1941144247958430032)  2025-07-04T14:37Z [--] followers, [--] engagements


"Used to live in Austin and know Kerrville and the hill country. The #floods there are an awful tragedy. I live in a town in Tuscany that was flooded and suffered landslides twice in the past two years. My sisters house (in Emilia Romagna) was flooded [--] times in [--] months"  
[X Link](https://x.com/inshatters1/status/1941830094932066544)  2025-07-06T12:02Z [--] followers, [--] engagements


"Seems that national weather service staff shortages might have contributed to the #KerrvilleFloods / Kerr county tragedy https://www.nytimes.com/2025/07/05/us/politics/texas-floods-warnings-vacancies.html https://www.nytimes.com/2025/07/05/us/politics/texas-floods-warnings-vacancies.html"  
[X Link](https://x.com/inshatters1/status/1941830603864727636)  2025-07-06T12:04Z [--] followers, [--] engagements


"#ukraine #Sanctions What I dont understand is how come there are always more sanctions that could be imposed Why havent sanctions been maxed out already with the war going on for [--] years Why is the West so meek https://www.theguardian.com/world/2025/jul/10/russia-largest-missile-drone-attack-kyiv-ukraine-war https://www.theguardian.com/world/2025/jul/10/russia-largest-missile-drone-attack-kyiv-ukraine-war"  
[X Link](https://x.com/inshatters1/status/1943233063816753430)  2025-07-10T08:57Z [--] followers, [--] engagements


"@Biohazard3737 Not sure I agree - every European country has had a huge increase in immigration whether legal or illegal"  
[X Link](https://x.com/inshatters1/status/1944042744764412283)  2025-07-12T14:34Z [--] followers, [---] engagements


"@Biohazard3737 Yeah and maybe Hungary But the vast majority have"  
[X Link](https://x.com/inshatters1/status/1944043294041723065)  2025-07-12T14:36Z [--] followers, [---] engagements


"@cestlaviemacher Yeah definitely discouraging to see. Could do much better and set better example considering the climate crisis"  
[X Link](https://x.com/inshatters1/status/1945089117500440846)  2025-07-15T11:52Z [--] followers, [--] engagements


"@Buffalo51766917 Most for the study are below 80"  
[X Link](https://x.com/inshatters1/status/1948496650281841017)  2025-07-24T21:32Z [--] followers, [--] engagements


"@adamfeuerstein He recently said that he was reminded that no biotech investor is immortal so I guess he dodged one there - rent-fee for eternity in his head would have be quite something"  
[X Link](https://x.com/inshatters1/status/1952837711305556286)  2025-08-05T21:02Z [--] followers, [--] engagements


"#AI #Gemini pro is very frustrating: has trouble keeping tabs during long exchanges / threads often reshuffles the answers to earlier questions instead of answering the question. Also prone to conflating information & every answer it gives is long tedious repetitive-sounding"  
[X Link](https://x.com/inshatters1/status/1953110749099803044)  2025-08-06T15:07Z [--] followers, [--] engagements


"#prasad #FDA latest https://www.politico.com/news/2025/08/14/rfk-trump-prasad-wiles-sarepta-loomer-maha-00508819 https://www.politico.com/news/2025/08/14/rfk-trump-prasad-wiles-sarepta-loomer-maha-00508819"  
[X Link](https://x.com/inshatters1/status/1955967798183653649)  2025-08-14T12:20Z [--] followers, [--] engagements


"@sharkbiotech Love London and absolutely loved it when I lived there (Liverpool st bloomsbury) so many parks museums cycle lanes eateries markets amazing venues people from all over the world"  
[X Link](https://x.com/inshatters1/status/1957541612814541243)  2025-08-18T20:34Z [--] followers, [--] engagements


"@infodexx @spectatorindex Port-au-Prince has to be no 1"  
[X Link](https://x.com/inshatters1/status/1957542495845290380)  2025-08-18T20:37Z [--] followers, [--] engagements


"$VKTX This is the first time the market has punished Viking for a result in a clinical trial in obesity. All VK2735 previous trials had been overwhelming successes"  
[X Link](https://x.com/inshatters1/status/1957904174659850709)  2025-08-19T20:35Z [--] followers, [---] engagements


"@davidstehle Its just a guess on your part- this inference you are making"  
[X Link](https://x.com/inshatters1/status/1960503606139838540)  2025-08-27T00:44Z [--] followers, [--] engagements


"@davidstehle You sound very sure of yourself but have not spent a minute in that household"  
[X Link](https://x.com/inshatters1/status/1960509855640289489)  2025-08-27T01:09Z [--] followers, [--] engagements


"$ATYR Ive reduced my position and intend to do more of that and go down to 50% of my original holding"  
[X Link](https://x.com/inshatters1/status/1962885217187725668)  2025-09-02T14:27Z [--] followers, [---] engagements


"@hannibalspeaks @seedy19tron I'm not saying he isn't right. just seems most shorts are super confident. The ph2b didn't provide much data so I cannot understand how anybody can come up with a rational conclusion based on that. Ph3 is a completely different trial (size length inclusion criteria PE)"  
[X Link](https://x.com/inshatters1/status/1963882523886272640)  2025-09-05T08:30Z [--] followers, [--] engagements


"@TennisTV @carlosalcaraz Borg retiring so young is the thing that also stands out"  
[X Link](https://x.com/inshatters1/status/1964357171682120070)  2025-09-06T15:57Z [--] followers, [---] engagements


"@epickram Its ph2a but prop xene had $2B + valuation after their ph2"  
[X Link](https://x.com/inshatters1/status/1965026618369528013)  2025-09-08T12:17Z [--] followers, [---] engagements


"@atptour @usopen Slice backhand nice I guess he changed it up and Sinner was not able to deal with it. Reminds me of the Dimitrov match at Wimbledon"  
[X Link](https://x.com/inshatters1/status/1965081792106713551)  2025-09-08T15:56Z [--] followers, [--] engagements


"@SiriusStarCapi1 So someone is buying the slack / majorly increasing position before readout"  
[X Link](https://x.com/inshatters1/status/1966344317607489922)  2025-09-12T03:33Z [--] followers, [--] engagements


"$ATYR best case scenario for me personally is that on Friday they announce for data release on Monday [--] ;) I have no options"  
[X Link](https://x.com/inshatters1/status/1967533898537353339)  2025-09-15T10:20Z [--] followers, [---] engagements


"@ElMonoGran42994 I think the immunosuppressant background therapy (39% of study participants were on that) might also have played a role. Plus doctors as many shorts correctly assessed were overprescribing OCS and doing so stubbornly and for too long"  
[X Link](https://x.com/inshatters1/status/1967616047927988354)  2025-09-15T15:46Z [--] followers, [--] engagements


"@Biohazard3737 Its not really cancel culture anymore but something far worse"  
[X Link](https://x.com/inshatters1/status/1968553122999017860)  2025-09-18T05:50Z [--] followers, [---] engagements


"@Godgivingtree @seedy19tron Check market cap Up is relative"  
[X Link](https://x.com/inshatters1/status/1971006977427038684)  2025-09-25T00:20Z [--] followers, [--] engagements


"$OVID negative sentiment spreading to this ticker too after terrible readouts this morning"  
[X Link](https://x.com/inshatters1/status/1972657199676612933)  2025-09-29T13:38Z [--] followers, [---] engagements


"@houndcl makes sense. elegant solution theoretically. Let's hope the MAD shows it works"  
[X Link](https://x.com/inshatters1/status/1972947202764066816)  2025-09-30T08:50Z [--] followers, [--] engagements


"@houndcl also given the terrible tox and black box warning for VGB I wonder what will be the acceptable safety threshold for OV329"  
[X Link](https://x.com/inshatters1/status/1972947616112722313)  2025-09-30T08:52Z [--] followers, [--] engagements


"@josemorgado Weird that for so many matches it was half empty"  
[X Link](https://x.com/inshatters1/status/1973298415745507350)  2025-10-01T08:06Z [--] followers, [---] engagements


"@RnaudBertrand @Sandgropper2 I guess it indirectly validates $CAPR Deramiocel"  
[X Link](https://x.com/inshatters1/status/1975078962763366435)  2025-10-06T06:01Z [--] followers, [----] engagements


"@CypherdC @MeadowCapital @trentkelp Agreed. They need a catalyst to bring the SP up. What happened to [----] which is essentially ph3 & partnership ready Maybe the IND for amylin candidate can give SP a small bump Strange that the MTSR buyout didnt bring price much higher- also because of scarcity"  
[X Link](https://x.com/inshatters1/status/1975419158037938350)  2025-10-07T04:33Z [--] followers, [--] engagements


"@smiuffy I did buy a few shares yesterday"  
[X Link](https://x.com/inshatters1/status/1976642785651699903)  2025-10-10T13:35Z [--] followers, [--] engagements


"@PersimmonTI Why would they buy $NAMS when ESPR is much lower valuation with no risk"  
[X Link](https://x.com/inshatters1/status/1977769326141636714)  2025-10-13T16:12Z [--] followers, [---] engagements


"@doepke_michel Or JnJ and Actelion"  
[X Link](https://x.com/inshatters1/status/1977860757661307110)  2025-10-13T22:15Z [--] followers, [--] engagements


"@AndreaRilli @masonat7 @financebully @PersimmonTI @EspR Company valuation just $600M compared to $4B plus for $NAMS"  
[X Link](https://x.com/inshatters1/status/1978007299714158808)  2025-10-14T07:57Z [--] followers, [---] engagements


"@financebully @AndreaRilli @masonat7 @PersimmonTI @EspR this will position BA as a key therapeutic for heart disease"  
[X Link](https://x.com/inshatters1/status/1978032321094730240)  2025-10-14T09:37Z [--] followers, [--] engagements


"#microplastics Petrostates and the plastics industry have argued the focus should be on recycling plastic not cutting production. But unlike paper glass steel and aluminium chemically complex plastics cannot be readily recycled. Shameless https://www.theguardian.com/environment/2025/aug/03/world-in-15tn-plastics-crisis-hitting-health-from-infancy-to-old-age-report-warns https://www.theguardian.com/environment/2025/aug/03/world-in-15tn-plastics-crisis-hitting-health-from-infancy-to-old-age-report-warns"  
[X Link](https://x.com/inshatters1/status/1952144964931953071)  2025-08-03T23:10Z [--] followers, [---] engagements


"$OVID readout at end of September. Has had a great run so farfrom around $20M market cap to just shy of $100M. What was the valuation of $XENE after their successful azetukalner ph1b"  
[X Link](https://x.com/inshatters1/status/1963333193215742417)  2025-09-03T20:08Z [--] followers, [----] engagements


"@monaco_biotech @Sanctuary_Bio @avidresearch @encodelp I was in xene at the very start (before they validated 1101) and this program by Ovid reminded me of that story - was fun to the see that same parallel drawn by Encode. However data for $OVID is still missing. Lets see"  
[X Link](https://x.com/inshatters1/status/1971588202139201873)  2025-09-26T14:50Z [--] followers, [---] engagements


"$OVID finish this sentence: some cos preannounce others"  
[X Link](https://x.com/inshatters1/status/1973363497754042661)  2025-10-01T12:24Z [--] followers, [----] engagements


"$OVID fantastic presentation. Meg Alexander rocks"  
[X Link](https://x.com/inshatters1/status/1974106570633195580)  2025-10-03T13:37Z [--] followers, [----] engagements


"$OVID seems many oblivious to upcoming KCC2 ph1 readout (weeks away). plus next year should be rich in regulatory catalysts and why not a partnership for KCC2 program (they have a large portfolio of pre-clinical KCC2 activators & stated many times that partnerships were welcome)"  
[X Link](https://x.com/inshatters1/status/1974164162239684744)  2025-10-03T17:26Z [--] followers, [----] engagements


"@smiuffy Orano results for same kinda alpha emitter https://www.fiercebiotech.com/biotech/sanofis-110m-radioligand-therapy-hits-response-rate-goal-phase-2-tumor-trial https://www.fiercebiotech.com/biotech/sanofis-110m-radioligand-therapy-hits-response-rate-goal-phase-2-tumor-trial"  
[X Link](https://x.com/inshatters1/status/1976278325124632756)  2025-10-09T13:27Z [--] followers, [--] engagements


"$CATX seems undervalued. BTIG just came out with $14 target. Plus $SNY & Orano Med just demonstrated 212pb (alpha emitter) works"  
[X Link](https://x.com/inshatters1/status/1976642557972189678)  2025-10-10T13:34Z [--] followers, [----] engagements


"Good take on $OVID being undervalued (compared to peers). EV after PIPE dilution and cash infusion just $110M"  
[X Link](https://x.com/inshatters1/status/1976644353205637197)  2025-10-10T13:41Z [--] followers, [---] engagements


"@PersimmonTI @Nature $Catx nice to see SP continue to rise. Imo the CEO is very good (very articulate/ straightforward in the EC and investor presentations I listened to). Not sure what their status is with LNTH partnership I guess will depend on readouts"  
[X Link](https://x.com/inshatters1/status/1977732081758212472)  2025-10-13T13:44Z [--] followers, [---] engagements


"$PTGX any other bidders besides JnJ"  
[X Link](https://x.com/inshatters1/status/1977770162217767099)  2025-10-13T16:15Z [--] followers, [---] engagements


"$HYPR does it count as an AI play The Swoop is embedding AI into a mobile nimble head & brain MRI tech that can be wheeled to the patients bedside. Early stages but promising and likely a trend that will sweep through & bring innovation to med tech products"  
[X Link](https://x.com/inshatters1/status/1978782547745124430)  2025-10-16T11:18Z [--] followers, [---] engagements


"$PRAX wow. Good on the company to not discontinue studies and keep the faith. Few saw this coming. (I have no position)"  
[X Link](https://x.com/inshatters1/status/1978784575061954732)  2025-10-16T11:26Z [--] followers, [---] engagements


"@AnnaK_4ever Or they lost the cup"  
[X Link](https://x.com/inshatters1/status/1980251398886281489)  2025-10-20T12:34Z [--] followers, [---] engagements


"@hiroyt100 @AnnaK_4ever Soderling Maybe that one run"  
[X Link](https://x.com/inshatters1/status/1980253121168216320)  2025-10-20T12:41Z [--] followers, [--] engagements


"$qure seems Prasad lives in a bubble or ivory tower"  
[X Link](https://x.com/inshatters1/status/1985327317434921342)  2025-11-03T12:44Z [--] followers, [---] engagements


"@adamfeuerstein @A_May_MD This is good for $vktx longs. Validates CEOs very high valuation which is the only reason Viking is still independent"  
[X Link](https://x.com/inshatters1/status/1985803973601751139)  2025-11-04T20:18Z [--] followers, [---] engagements


"$MTSR was trading around $35 ($3.8B valuation) before the PFE BO offer was announced. $NVO just tabled a $10B offer"  
[X Link](https://x.com/inshatters1/status/1985808130240852050)  2025-11-04T20:35Z [--] followers, [---] engagements


"$MTSR $PFE $NVO as LLY has shown the most effective drug wins out. Not sure what NVO & PFE have seen that suggest MTSR drugs will top TZP. Is it for oral programs"  
[X Link](https://x.com/inshatters1/status/1985810333424894259)  2025-11-04T20:44Z [--] followers, [---] engagements


"@avidresearch $DRUG just entered the space but its a long they will initiate ph1 next year. BMB 5-HT2C agonists to be the first on-target mechanism addressing both neuropsychiatric symptoms and hyperphagia"  
[X Link](https://x.com/inshatters1/status/1987991465231073617)  2025-11-10T21:11Z [--] followers, [---] engagements


"@bioinvestor24 I guess the $VKTX platform is all about dualitySQ & ORAL with same compound whic could provide differentiation & competitive advantage in terms of clinical development & commercial"  
[X Link](https://x.com/inshatters1/status/1988955334896173333)  2025-11-13T13:01Z [--] followers, [---] engagements


"@bioinvestor24 Yes. Also I feel this duality oral/SQ is something thats been very overlooked. Upcoming regulatory updates (and maintenance trials) could really make that differentiator clear for everyone"  
[X Link](https://x.com/inshatters1/status/1988961440666120693)  2025-11-13T13:25Z [--] followers, [--] engagements


"@bioinvestor24 Yeah seems its one of the most predictable drugs from ph2 to ph3 another reason why this feels like a no-brainer compared to other biotechs"  
[X Link](https://x.com/inshatters1/status/1989432936597524662)  2025-11-14T20:39Z [--] followers, [--] engagements


"@bioinvestor24 @ManOnThePen Did they really ignore GIP I thought they eventually tried to develop a dual agonist but failed miserably"  
[X Link](https://x.com/inshatters1/status/1991415484986921041)  2025-11-20T07:57Z [--] followers, [--] engagements


"@seedy19tron Sorry that sucks. I was long but small position - I decreased it over time to edge and be safer after the $ATYR loss. But always thought that shorting CAPR was shocking given potential upside of the stock with positive readout"  
[X Link](https://x.com/inshatters1/status/1996214942253347240)  2025-12-03T13:48Z [--] followers, [---] engagements


"@seedy19tron Are you going to reconsider $VKTX given obesity scarcity potential best-in-class and management execution so far Also incretins in general one of the safest ph2 to ph3 (consistency predictability of results) imo"  
[X Link](https://x.com/inshatters1/status/1997031913891021263)  2025-12-05T19:54Z [--] followers, [----] engagements


"$DRUG what happened $80"  
[X Link](https://x.com/inshatters1/status/1997072140898652271)  2025-12-05T22:34Z [--] followers, [--] engagements


"$XENE OLE data: 38% achieving one year seizure freedom quite impressive. This for DRE. Wonder if peak revenues will dwarf what most analysts predict https://investor.xenon-pharma.com/news-releases/news-release-details/xenon-showcases-new-48-month-azetukalner-ole-study-data-epilepsy https://investor.xenon-pharma.com/news-releases/news-release-details/xenon-showcases-new-48-month-azetukalner-ole-study-data-epilepsy"  
[X Link](https://x.com/anyuser/status/1997089850734829599)  2025-12-05T23:44Z [--] followers, [---] engagements


"$LLY seems market focusing on weight loss - not AEs or rate of discontinuation I guess easier to give a pass (or reward) a Lily than unproven clinical-stage biotechs such as $VKTX"  
[X Link](https://x.com/inshatters1/status/1999101588892229756)  2025-12-11T12:58Z [--] followers, [---] engagements


"$OVID imagine many of those taking Incretins from $LLY and $NVO have to deal with nausea and vomiting. The KCC2 activators will be targeting serious neurological diseases"  
[X Link](https://x.com/inshatters1/status/2001668829064368479)  2025-12-18T15:00Z [--] followers, [---] engagements


"Great piece in NYT-people sharing personal experience taking GLP-1 drugs $LLY $NVO $VKTX $MTSR Low dose maintenance may be whats needed once Wt target is achieved. IMO Viking leading the way with low-dose / low-frequency maintenance trial https://www.nytimes.com/interactive/2025/12/18/opinion/focus-group-former-glp1.html https://www.nytimes.com/interactive/2025/12/18/opinion/focus-group-former-glp1.html"  
[X Link](https://x.com/inshatters1/status/2001940642310856805)  2025-12-19T09:00Z [--] followers, [---] engagements


"$OVID [----] should be rich in catalyst and milestones. Starting with Meg Alexander taking over as CEO on Jan [--]. OV350 Ph1 results open the door for Ovids entire KCC2 activator library to become clinical-stage assets. The company plans to IND one activator/year"  
[X Link](https://x.com/inshatters1/status/2001949905036919117)  2025-12-19T09:37Z [--] followers, [---] engagements


"$OVID nice move up 20%"  
[X Link](https://x.com/inshatters1/status/2003196708088611270)  2025-12-22T20:11Z [--] followers, [---] engagements


"$VKTX imo what the market is missing is that obesity drugs by $LLY & $NVO are now a massive consumer-driven market. In such markets the best products tend to win. Even more so in the wellness market. If VK2735 is indeed a superior product it will become market leader"  
[X Link](https://x.com/anyuser/status/2003225184766161229)  2025-12-22T22:04Z [--] followers, [----] engagements


"@Biotech2k1 Seems CNS has been put on the back burner by most big pharma though things are changing ABBV could be one interested in beefing up (after the CERE bomb) CNS then theres $BMY $JNJ and I think thats about it maybe $LLY & ROCHE so actually quite a few"  
[X Link](https://x.com/inshatters1/status/2007221617060130889)  2026-01-02T22:45Z [--] followers, [---] engagements


"@monaco_biotech Whats your prediction for tomorrow"  
[X Link](https://x.com/inshatters1/status/2008298524119621707)  2026-01-05T22:04Z [--] followers, [---] engagements


"@Biotech2k1 $OVID"  
[X Link](https://x.com/inshatters1/status/2008693030400987245)  2026-01-07T00:11Z [--] followers, [----] engagements


"@DannyDrinksWine Dancer in the Dark"  
[X Link](https://x.com/inshatters1/status/2009399099066601786)  2026-01-08T22:57Z [--] followers, [---] engagements


"$NVO CEO: We have seen that especially within the field of obesity this acts a lot more as a consumer business than a traditional medication $VKTX https://www.fiercepharma.com/pharma/jpm26-novo-nordisk-ceo-reflects-curse-leader-company-looks-reassert-glp-1-footing $VKTX imo what the market is missing is that obesity drugs by $LLY & $NVO are now a massive consumer-driven market. In such markets the best products tend to win. Even more so in the wellness market. If VK2735 is indeed a superior product it will become market leader."  
[X Link](https://x.com/anyuser/status/2011544159832985989)  2026-01-14T21:01Z [--] followers, [---] engagements


"@Bionavgator But then why fly to Paris where $ABVX is based Why not choose a neutral site that is not Denmark or Paris If indeed $ASND is another candidate"  
[X Link](https://x.com/inshatters1/status/1999084211668680708)  2025-12-11T11:49Z [--] followers, [----] engagements


"$ESPR discovery that BA also locks into PPAR alpha benefits: burns fat and stops inflammation (explains why BA unlike statins reduces diabetes risk). This could be a huge catatalyst over next years. & why wouldnt $LLY $PFE $NVO be interested in BA as Obesity combo"  
[X Link](https://x.com/anyuser/status/2017967685129118167)  2026-02-01T14:26Z [--] followers, [---] engagements


"@PersimmonTI What about $ESPR"  
[X Link](https://x.com/inshatters1/status/2017972236510974195)  2026-02-01T14:44Z [--] followers, [---] engagements


"@JoseRestonVA Since you are in NAMS have you ever considered ESPR Seems major catalysts taking place in 2026-27 - with ACC guidelines update discovery that it locks into ppar alpha and triple combo drug launch in 2027"  
[X Link](https://x.com/inshatters1/status/2017973211007197583)  2026-02-01T14:48Z [--] followers, [--] engagements


"$ESPR here the paper with the new MOA discovery regarding BA https://www.sciencedirect.com/science/article/pii/S1550413125005492via%3Dihub https://www.sciencedirect.com/science/article/pii/S1550413125005492via%3Dihub"  
[X Link](https://x.com/anyuser/status/2018110011533078875)  2026-02-01T23:51Z [--] followers, [---] engagements


"@A_May_MD Quite important: LLY is dual agonist (GLP-1 & GIP) drug profile & benefits over GLP-1 explains everything. Sorry to be annoying about that difference ;)"  
[X Link](https://x.com/inshatters1/status/2019063838100906203)  2026-02-04T15:01Z [--] followers, [---] engagements


"$VKTX $LLY dual agonist revenues keep going up while eating up $NVO market share. No surprise there: most people following the space predicted that much over two years ago this is also the reason why Viking will be a winner when ph3s read out: BIC potential + dual agonist"  
[X Link](https://x.com/anyuser/status/2019152350536167450)  2026-02-04T20:53Z [--] followers, [---] engagements


"@seedy19tron $DRUG CEO is def weird I notice how on the about us / leadership page he is at the bottom - seems he is more of a liability than an asset. Fortunately scientific team seems legit. Re $LBPH windfall - that was a strike of luck but also reward for their fortitude and ingenuity"  
[X Link](https://x.com/inshatters1/status/1940381821721809140)  2025-07-02T12:07Z [--] followers, [---] engagements


"@idalopirdine @E_McClintock_ $DRUG are using firefly RNS to measure external EEG & capture seizure and brain data - $RAPP I believe used RNS (electrodes). Both using these techs as to provide some objective proof drugs work. Of course jury for [---] is still out"  
[X Link](https://x.com/inshatters1/status/1999217680570634750)  2025-12-11T20:40Z [--] followers, [---] engagements


"@sharkbiotech Finally someone talks about $XENE yeah not sure how much market cap could move. Recent OLE results were impressive: 38% of patients treated for [--] months achieved [--] or more consecutive months of seizure freedom"  
[X Link](https://x.com/inshatters1/status/2002121656542900380)  2025-12-19T20:59Z [--] followers, [---] engagements


"@Biotech2k1 Yeah but who would buy $PRAX And for how much Seems they are better off going alone. $XENE if ph3 hits seems like an easier BO for a big pharma though their pain pipeline is a wild card until ph1 readouts"  
[X Link](https://x.com/inshatters1/status/2007217610342183132)  2026-01-02T22:29Z [--] followers, [---] engagements


"$XENE $DRUG later this week"  
[X Link](https://x.com/anyuser/status/2008272205051032037)  2026-01-05T20:19Z [--] followers, [---] engagements


"$XENE so now ph3 readout pushed to march When they had guided to very early Q1 / start of year not long ago They keep pushing back its been a little annoying and not a good look by management imo"  
[X Link](https://x.com/anyuser/status/2011190298215436524)  2026-01-13T21:35Z [--] followers, [---] engagements


"$CATX nice move on $SNY discontinuating competing radioligand (likely because of safety profile As highlighted by @ApexOnco). Funny and humbling that the catalyst is failure by competitor hopefully management can also deliver catalysts of their own"  
[X Link](https://x.com/anyuser/status/2016939799995666530)  2026-01-29T18:21Z [--] followers, [---] engagements


"@seedy19tron $KYMR valuation $6B"  
[X Link](https://x.com/inshatters1/status/2021337001962897813)  2026-02-10T21:34Z [--] followers, [---] engagements


"$VKTX keeps executing. Its easier to do so when you have a fantastic molecule & most people arententirely satisfied with whats commercially available - even $LLY drug can be improved upon. Just look whats happening to $NVO since TZP was introduced. Best drug wins"  
[X Link](https://x.com/anyuser/status/1991130562178756843)  2025-11-19T13:04Z [--] followers, 14.6K engagements


"$DRUG days away from bmb-101 epilepsy readout. $RAPP market cap $1.4B so IF PH2 hits DRUG imo will at a minimum meet that valuation (currently $600M market cap). Moreover companys developing broad portfolio of 5-HT2C agonists that may address many indications"  
[X Link](https://x.com/inshatters1/status/2007212461804663149)  2026-01-02T22:08Z [--] followers, [---] engagements


"$DRUG the no-trip psychedelic drug-developer that most psychedelic drug retail investors seem to overlook Sorry that was a mouthful $cybn $atai $mnmd"  
[X Link](https://x.com/inshatters1/status/2007497814465720595)  2026-01-03T17:02Z [--] followers, [---] engagements


"$ESPR new Jan [----] discovery that BA locks into PPAR alpha effectively / practically guarantees patent life for BA is extended to [----]. This is massive also given ANDAS (Sandoz still a holdout)"  
[X Link](https://x.com/anyuser/status/2018102120348635328)  2026-02-01T23:20Z [--] followers, [---] engagements


"$XENE slow execution so far (pushed back ph3 readout twice already) but highly encouraging OLE data. Given this if the ph3 hits and replicates ph2 results the drug will be huge commercial success. $XENE OLE data: 38% achieving one year seizure freedom quite impressive. This for DRE. Wonder if peak revenues will dwarf what most analysts predict https://t.co/LZcR0xnqKm $XENE OLE data: 38% achieving one year seizure freedom quite impressive. This for DRE. Wonder if peak revenues will dwarf what most analysts predict https://t.co/LZcR0xnqKm"  
[X Link](https://x.com/anyuser/status/2021727934642307578)  2026-02-11T23:27Z [--] followers, [---] engagements


"My top five positions are $espr $ovid $vktx $abvx $drug Other sizable positions $capr $nktr $catx $xene $wve $pepg"  
[X Link](https://x.com/anyuser/status/2022320819779547573)  2026-02-13T14:43Z [--] followers, [---] engagements


"My top five positions are $espr $ovid $vktx $abvx $drug Other sizable positions $capr $nktr $catx $xene $wve $pepg"  
[X Link](https://x.com/anyuser/status/2022320819779547573)  2026-02-13T14:43Z [--] followers, [---] engagements


"$XENE slow execution so far (pushed back ph3 readout twice already) but highly encouraging OLE data. Given this if the ph3 hits and replicates ph2 results the drug will be huge commercial success. $XENE OLE data: 38% achieving one year seizure freedom quite impressive. This for DRE. Wonder if peak revenues will dwarf what most analysts predict https://t.co/LZcR0xnqKm $XENE OLE data: 38% achieving one year seizure freedom quite impressive. This for DRE. Wonder if peak revenues will dwarf what most analysts predict https://t.co/LZcR0xnqKm"  
[X Link](https://x.com/anyuser/status/2021727934642307578)  2026-02-11T23:27Z [--] followers, [---] engagements


"$XENE OLE data: 38% achieving one year seizure freedom quite impressive. This for DRE. Wonder if peak revenues will dwarf what most analysts predict https://investor.xenon-pharma.com/news-releases/news-release-details/xenon-showcases-new-48-month-azetukalner-ole-study-data-epilepsy https://investor.xenon-pharma.com/news-releases/news-release-details/xenon-showcases-new-48-month-azetukalner-ole-study-data-epilepsy"  
[X Link](https://x.com/anyuser/status/1997089850734829599)  2025-12-05T23:44Z [--] followers, [---] engagements


"$VKTX MTSR was bought out for $10B I guess BL wanted at least double that as clinical trials expand and progress data matures and new programs (Amylin) come online value will surely appreciate"  
[X Link](https://x.com/anyuser/status/2021725347629191343)  2026-02-11T23:17Z [--] followers, [---] engagements


"$VKTX I added to my position these past 2-3 days (increased by 18%)"  
[X Link](https://x.com/anyuser/status/2021721097318678613)  2026-02-11T23:00Z [--] followers, [---] engagements


"$vktx autoinjector ready to go (finally)"  
[X Link](https://x.com/anyuser/status/2021702134027223327)  2026-02-11T21:45Z [--] followers, [---] engagements


"$VKTX management keeps executing and delivering [----] will be here in the blink of an eye"  
[X Link](https://x.com/anyuser/status/2021697321101103402)  2026-02-11T21:26Z [--] followers, [---] engagements


"#SuperBowl the amount of people coming out with opinions and moralizing about what is un-American mm #BadBunny"  
[X Link](https://x.com/anyuser/status/2020913530669617279)  2026-02-09T17:31Z [--] followers, [--] engagements


"$VKTX $LLY dual agonist revenues keep going up while eating up $NVO market share. No surprise there: most people following the space predicted that much over two years ago this is also the reason why Viking will be a winner when ph3s read out: BIC potential + dual agonist"  
[X Link](https://x.com/anyuser/status/2019152350536167450)  2026-02-04T20:53Z [--] followers, [---] engagements


"$ESPR new Jan [----] discovery that BA locks into PPAR alpha effectively / practically guarantees patent life for BA is extended to [----]. This is massive also given ANDAS (Sandoz still a holdout)"  
[X Link](https://x.com/anyuser/status/2018102120348635328)  2026-02-01T23:20Z [--] followers, [---] engagements


"$ESPR here the paper with the new MOA discovery regarding BA https://www.sciencedirect.com/science/article/pii/S1550413125005492via%3Dihub https://www.sciencedirect.com/science/article/pii/S1550413125005492via%3Dihub"  
[X Link](https://x.com/anyuser/status/2018110011533078875)  2026-02-01T23:51Z [--] followers, [---] engagements


"$ESPR discovery that BA also locks into PPAR alpha benefits: burns fat and stops inflammation (explains why BA unlike statins reduces diabetes risk). This could be a huge catatalyst over next years. & why wouldnt $LLY $PFE $NVO be interested in BA as Obesity combo"  
[X Link](https://x.com/anyuser/status/2017967685129118167)  2026-02-01T14:26Z [--] followers, [---] engagements


"$CATX nice move on $SNY discontinuating competing radioligand (likely because of safety profile As highlighted by @ApexOnco). Funny and humbling that the catalyst is failure by competitor hopefully management can also deliver catalysts of their own"  
[X Link](https://x.com/anyuser/status/2016939799995666530)  2026-01-29T18:21Z [--] followers, [---] engagements


"$NVO CEO: We have seen that especially within the field of obesity this acts a lot more as a consumer business than a traditional medication $VKTX https://www.fiercepharma.com/pharma/jpm26-novo-nordisk-ceo-reflects-curse-leader-company-looks-reassert-glp-1-footing $VKTX imo what the market is missing is that obesity drugs by $LLY & $NVO are now a massive consumer-driven market. In such markets the best products tend to win. Even more so in the wellness market. If VK2735 is indeed a superior product it will become market leader."  
[X Link](https://x.com/anyuser/status/2011544159832985989)  2026-01-14T21:01Z [--] followers, [---] engagements


"$VKTX imo what the market is missing is that obesity drugs by $LLY & $NVO are now a massive consumer-driven market. In such markets the best products tend to win. Even more so in the wellness market. If VK2735 is indeed a superior product it will become market leader"  
[X Link](https://x.com/anyuser/status/2003225184766161229)  2025-12-22T22:04Z [--] followers, [----] engagements


"$XENE so now ph3 readout pushed to march When they had guided to very early Q1 / start of year not long ago They keep pushing back its been a little annoying and not a good look by management imo"  
[X Link](https://x.com/anyuser/status/2011190298215436524)  2026-01-13T21:35Z [--] followers, [---] engagements


"Yeah On the money Guys it's possible $ABBV lost $RVMD to someone else or else talks just fell apart We shall see But no chance WSJ pulled a betaville here Guys it's possible $ABBV lost $RVMD to someone else or else talks just fell apart We shall see But no chance WSJ pulled a betaville here"  
[X Link](https://x.com/anyuser/status/2009378559555412398)  2026-01-08T21:35Z [--] followers, [--] engagements


"Guys it's possible $ABBV lost $RVMD to someone else or else talks just fell apart We shall see But no chance WSJ pulled a betaville here"  
[X Link](https://x.com/anyuser/status/2009017595475972297)  2026-01-07T21:41Z 26.3K followers, 17.3K engagements


"$DRUG anecdotal: two patients in trial were obese and lost significant weight without nausea or vomit bodes well for PWS ph1 trial. Weight loss was behavioral"  
[X Link](https://x.com/anyuser/status/2008541453707100434)  2026-01-06T14:09Z [--] followers, [---] engagements


"$DRUG this seems really good REM sleep improvement in patients with Absence Seizures: mean 90% increase in REM sleep with no change in total sleep duration"  
[X Link](https://x.com/anyuser/status/2008515633756172371)  2026-01-06T12:26Z [--] followers, [---] engagements


"$ESPR as ACC and ESC now rank hsCRP as the superior predictor of heart attacks (over LDL) [----] may be the year ESPR finally lives up to its potential: BA uniquely targets inflammation and bad cholesterol"  
[X Link](https://x.com/anyuser/status/2008280308924236239)  2026-01-05T20:51Z [--] followers, [---] engagements


"$XENE $DRUG later this week"  
[X Link](https://x.com/anyuser/status/2008272205051032037)  2026-01-05T20:19Z [--] followers, [---] engagements


"$DRUG the no-trip psychedelic drug-developer that most psychedelic drug retail investors seem to overlook Sorry that was a mouthful $cybn $atai $mnmd"  
[X Link](https://x.com/inshatters1/status/2007497814465720595)  2026-01-03T17:02Z [--] followers, [---] engagements

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