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# ![@jfais20 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2786447854.png) @jfais20 Jonathan Faison

Jonathan Faison posts on X about $rare, $xbi, $ibb, $iova the most. They currently have XXXXXX followers and 1498 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::2786447854/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2786447854/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +0.07%
- X Months XXXXXXXXX +17%
- X Year XXXXXXXXX +188%

### Mentions: XX [#](/creator/twitter::2786447854/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2786447854/c:line/m:posts_active.svg)

- X Month XX -XX%
- X Months XXX +25%
- X Year XXXXX +291%

### Followers: XXXXXX [#](/creator/twitter::2786447854/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2786447854/c:line/m:followers.svg)

- X Week XXXXXX +0.57%
- X Month XXXXXX +3.10%
- X Months XXXXXX +10%
- X Year XXXXXX +23%

### CreatorRank: XXXXXXX [#](/creator/twitter::2786447854/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2786447854/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::2786447854/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [finance](/list/finance)  [currencies](/list/currencies) 

**Social topic influence**
[$rare](/topic/$rare), [$xbi](/topic/$xbi) #2, [$ibb](/topic/$ibb) #1, [$iova](/topic/$iova), [$bpmc](/topic/$bpmc), [$srpt](/topic/$srpt) #9, [$mreo](/topic/$mreo), [$arwr](/topic/$arwr), [$vrna](/topic/$vrna), [$urgn](/topic/$urgn)

**Top assets mentioned**
[SuperRare (RARE)](/topic/$rare) [Bitcoin Incognito (XBI)](/topic/$xbi) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Prometheus Biosciences, Inc. Common Stock (RXDX)](/topic/$rxdx) [Mirati Therapeutics, Inc. Common Stock (MRTX)](/topic/$mrtx) [Immunogen Inc (IMGN)](/topic/$imgn) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Hooked Protocol (HOOK)](/topic/$hook) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [BEAM (BEAM)](/topic/$beam) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Johnson & Johnson (JNJ)](/topic/$jnj) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [CG Oncology, Inc. Common stock (CGON)](/topic/$cgon) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Arvinas, Inc (ARVN)](/topic/$arvn) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [AstraZeneca PLC (AZN)](/topic/$azn) [AbbVie Inc (ABBV)](/topic/$abbv)
### Top Social Posts [#](/creator/twitter::2786447854/posts)
---
Top posts by engagements in the last XX hours

"$COGT- nice to see data SM rewarded if nothing else a decent 2nd to mkt option after $BPMC's Ayvakit"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942229134995771525) 2025-07-07 14:28:05 UTC 10K followers, 2007 engagements


"Cafe de olla (cinnamon cane sugar star anise) 👌"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944403459358208344) 2025-07-13 14:28:04 UTC 10K followers, 1197 engagements


"$ZVRA - $12+ now launch execution getting rewarded"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943312837750767733) 2025-07-10 14:14:20 UTC 10K followers, 2632 engagements


"Avoided another red circle with the $RARE swap Keeping in mind one of my goals this year is to reduce unforced errors unnecessarily giving gains back to the market Will be thinking on whether there are any other risk mgmt trades I should be considering (esp after Q2 reports)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944063815030595609) 2025-07-12 15:58:27 UTC 10K followers, 3734 engagements


"$XBI $IBB Speaking of which SMID Biotech launches in coming years: A few such as $ITCI $RXDX $BPMC $MRTX already been acquired $IMGN was quite good to us as well "Strategic value to acquirer" is a key element of selection criteria (just icing on the cake never central to thesis) *Hat tip to Eric for the chart here's to hoping we can find more (like to think we already own some)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1939091208208634093) 2025-06-28 22:39:05 UTC 10K followers, 2287 engagements


"$SRPT- real trade here is with regulatory overhang for gene therapy stocks & other more exotic modalities Think more traditional rare disease therapies (ie. enzyme replacement) stand to benefit"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946265446589559047) 2025-07-18 17:46:56 UTC 10K followers, 3338 engagements


"$MRUS- sold too soon breaking above $XX (buyout rumor)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945898320490021035) 2025-07-17 17:28:07 UTC 10K followers, 2005 engagements


"Many of the setups I have on watch are rebounding without me Few years ago I'd probably have been FOMO chasing (& likely taking profits in winners way too soon to free up $$) Now just sitting back and waiting for Q2 reports to roll in ("sell the news" reactions = entry opportunity fine with those I miss) Funny how things change as we adapt & grow 👍🤝"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945608257281704050) 2025-07-16 22:15:30 UTC 10K followers, 1925 engagements


"$XBI $IBB Good days for the sector tough ones as well The grind & my investing process remain the same How you trade small $$ is how you'll trade big $$ so better to implement proper position sizing & risk mgmt rules early on Goal is to be "boringly profitable" trusting that consistency compounds over the LT We want to be involved in "feel good" stories with mgmt teams that earn our trust (while steering clear of the bad actors) Companies developing life-changing treatments that truly benefit patients & their families (what biotech is all about) Here's to better days ahead my friends 🙏"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946330710052163601) 2025-07-18 22:06:17 UTC 10K followers, 1548 engagements


"$ARWR (L) Efforts in CNS being overlooked- eventually see another $SRPT-type deal"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1931005512755102044) 2025-06-06 15:09:25 UTC 10K followers, 11.4K engagements


"@avidresearch $WVE - green flag = moved INHBE data up from year-end to 2H XX (clearly want to get it out there) Caveat is if results too immature mkt wants longer follow-up to show they can meet or exceed GLP-1 real world weight loss"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945890565867925923) 2025-07-17 16:57:18 UTC 10K followers, XXX engagements


"@DarrenEstes high cash burn/balance sheet concerns applies to $RARE not $MREO"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943720680379253142) 2025-07-11 17:14:57 UTC 10K followers, XXX engagements


"$HOOK- this one was a tough loss for me a few years back"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946306460620599325) 2025-07-18 20:29:55 UTC 10K followers, 2079 engagements


"Want to see each of you succeed (life & investing) 👍 Helps as the starting point for any discussion we have on here esp when bashing each others' positions 😉"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945486363568021713) 2025-07-16 14:11:09 UTC 10K followers, 1393 engagements


"@buckorama1 Cheers Steven- appreciate the kind words and also the constructive criticism. Fwiw no victory lap on $IOVA as I took a tough loss on that one after doubling down prior (biggest loser for me in the past year or at least one of my top 3)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945488063418822808) 2025-07-16 14:17:54 UTC 10K followers, 2045 engagements


"Chemo protocol for each kid= $XXX - we'll try to knock out a few of these this month After $VRNA buyout received PM from LT follower asking me for GoFundMe link (located in @MamaLisVzla post below) An aside friend in AI recently asked me what value (if any) traders/investors add to society - my response was I know many who are constantly giving back in ways that resonate with them. Cheers all"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942944405448487043) 2025-07-09 13:50:19 UTC 10K followers, 2126 engagements


"Nice Q3 Catalyst List @Prof_Oak_ 👏 $COGT could be + surprise re valuation comps to $BPMC (am still wary on safety) $RARE - rooting for longs into IA2 but hope position size reflects risk $REPL -important from regulatory perspective (will FDA flexibility continue a la $URGN"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1941989199822856527) 2025-07-06 22:34:40 UTC 10K followers, 3251 engagements


"$IOVA - fair points from Chris re today's update"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944807461384314986) 2025-07-14 17:13:26 UTC 10K followers, 4933 engagements


"A 13-year-old had chest pains. He was "close to sudden cardiac death" Good reminder of what's at stake $RCKT $TMDX"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944046937331667356) 2025-07-12 14:51:23 UTC 10K followers, 1874 engagements


"$APLS (NP) $2.4B EV down here 4x annual rev run rate of $600M Syfovre has XX% share of GA mkt Empaveli launching in C3G and IC-MPGN in Q3 Know there's some hair on this one but feels too cheap 🧐"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1925189015508050386) 2025-05-21 13:56:44 UTC 10K followers, 2192 engagements


"Reminder on dealing with painful binary losses 👇 $MREO $RARE"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944526339375276115) 2025-07-13 22:36:21 UTC 10K followers, 3157 engagements


"$MTSR - 2x'd in X months $VKTX +30% same timeframe"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945118575015948649) 2025-07-15 13:49:41 UTC 10K followers, 3490 engagements


"If current pullback keeps up will be a good month for more DCA purchases IMO Keep in mind $XBI $IBB already at $40B M&A YTD (still XXX months left) vs $30B for all of 2024 Avoid the dice rolls sticking to highest-quality setups with clear evidence of strengthening thesis 👍"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945227422187557123) 2025-07-15 21:02:12 UTC 10K followers, 3109 engagements


"Turning into a great discussion - thanks all $WVE $BEAM $DYN $RNA"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1941505303016767498) 2025-07-05 14:31:50 UTC 10K followers, 9026 engagements


"$INKT not enough ppl talking about the fact that this move on N of X held up (implications for $XBI $IBB)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943799594472943619) 2025-07-11 22:28:32 UTC 10K followers, 1902 engagements


"Assorted observations from chart scans: $URGN- rebounding nicely after dip to $XX strategic value (first-mover in LG-IR-NMIBC) trumping slow initial Qs of Zusduri launch $RARE- CRL for MPS IIIA Friday AH weakness continues to mid $20s as won't receive PRV (has X year of cash runway + stubbornly high burn rate needs to raise $$) $AQST- nice breakout to $X (sympathy run to $SPRY) wonder how both will respond if weak Q2 for Neffy $IOVA- Current bottom $XXXX. CFO resigned but new SVP Regulatory Strategy hails from FDA's CDER. Best bet is Wayne/funds orchestrate distressed buyout (inherent value"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944154138570346805) 2025-07-12 21:57:21 UTC 10K followers, 8961 engagements


"$NTLA - to the $12s now happy for you my friend and hope you make out like a bandit in this one 🙂 From there in the future (as we discussed before) hope you'll adopt some solid diversification rules to avoid the rollercoaster going forward 🤝"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942946027796906054) 2025-07-09 13:56:45 UTC 10K followers, 3181 engagements


"@RNAiAnalyst Hope an example will be made out of $SRPT mgmt (SEC & FDA)- Ingram & team giving biotech a bad name (last thing the sector needs) $XBI $IBB"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946201258718625837) 2025-07-18 13:31:53 UTC 10K followers, 2399 engagements


"$MRK paying $10B for $VRNA - nice to see M&A alive (this time in respiratory) Good reminder that pharma needs to make up for the patent cliff and early-stage deals won't cut it $XBI $IBB"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942939919531364741) 2025-07-09 13:32:29 UTC 10K followers, 1265 engagements


"$MDGL - @JoseRestonVA about to get a buyout for his top position 👍"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945484258920804385) 2025-07-16 14:02:47 UTC 10K followers, 3258 engagements


"When a stock falls to lows & then C-suite chooses to run an offering says everything about them $DYN Converse is true for savvy mgmt taking advantage of a gap up to pull off a secondary (set a new floor in share price) $NKTR"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1939792935962157291) 2025-06-30 21:07:30 UTC 10K followers, 3987 engagements


"$SRPT (NP) +40% AH to $XX on label update for Elevidys & restructuring Pivoting away from gene therapy to $ARWR siRNA for future growth"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945580040759960020) 2025-07-16 20:23:23 UTC 10K followers, 4457 engagements


"$FBIO / $FBIOP (NP) TDMInvest shared his summary in Chat"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945164530134204488) 2025-07-15 16:52:18 UTC 10K followers, 1933 engagements


"Value of YTD 2025 bio buyouts already full year 2024 ($40B vs $30B) $XBI $IBB"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943726462386737220) 2025-07-11 17:37:55 UTC 10K followers, 2230 engagements


"Friend here asked me to be padrino for her daughter (2nd time) Looks like I'll have to come back next year 🍻"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945658669091426623) 2025-07-17 01:35:49 UTC 10K followers, 1403 engagements


"$IOVA - new CFO hire a + (ex $CGON) but Goldman note (better late than never) reminder of current predicament Key takeaway for me is challenges to Amtagvi launch (harsh AE profile for IL-2 limited patient eligibility low margins/manufacturing failure rate etc) Were all foreseeable- I simply didn't give enough credit to bear thesis at the time Want to invest in drug launches where the treatment essentially sells itself (efficacy convenience safety etc)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945123960284217663) 2025-07-15 14:11:05 UTC 10K followers, 3465 engagements


"Feel like my system and philosophy is just a mix of everything I've learned from smarter minds Ie. Slowly becoming more like my penny stock trader friend @SteveAytch1 from Starbucks (zero emotion or as close to it as possible with both the highs and lows wins and the setbacks)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945974357546659972) 2025-07-17 22:30:15 UTC 10K followers, 1455 engagements


"$NRIX might be next to revisit on DD list if stays at these levels ($500M EV BTK entering pivotal trials) A current look at valuations in protein degradation space $KYMR $CCCC $ARVN $GLUE $FHTX"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945985609413378441) 2025-07-17 23:14:58 UTC 10K followers, 2254 engagements


"$MTSR - Appreciated Osmium's take on the amylin class & differentiation within the obesity mkt $LLY $NVO $AZN $ABBV $ZEAL $GPCR"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944873141597298820) 2025-07-14 21:34:25 UTC 10K followers, 6101 engagements


"A few nuggets of interest from Mike's portfolio update $XBI $IBB: Rolled $VRNA profits into $BPMC for the CVRs 🧐 Wish I'd been as patient with $RYTM (sold last Sept for a double at $51) Thinks $MREO $RARE will trade higher into final OI results $CAPR $MIST good example of poor r/r into PDUFA dates *Reminder we have "Top X Holdings" and "Real-Time Trades" channels in Chat to facilitate idea sharing/constructive criticism for our holdings"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944513383602205036) 2025-07-13 21:44:52 UTC 10K followers, 3241 engagements


"$STML was a recently initiated full size position for us- our brief thesis is attached. Looks like we all need to search for other attractive ideas in this fertile hunting ground (unloved commercial stage oncology companies a la $VSTM $CLVS etc)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1257317593355964417) 2020-05-04 14:34:08 UTC 10K followers, XX engagements


"$ARWR- interesting nuggets in light of $SRPT doubling down on RNAi"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945584502903894381) 2025-07-16 20:41:07 UTC 10K followers, 5925 engagements


"Biggest red (trailing twelve months) - $KURA $RPTX $TCRX $IOVA $ACRV $NUVB $RCKT $IDYA Biggest green - $DCTH $RYTM $TARS $ARQT $ASND"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1940901070605373806) 2025-07-03 22:30:50 UTC 10K followers, 8644 engagements


"$RARE - tough way to finish out the week CRL for MPS IIIA program (just CMC-related the data is fine). No PRV makes cash crunch worse (need for secondary)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943796085111095569) 2025-07-11 22:14:35 UTC 10K followers, 3898 engagements


"$IOVA - important caveat on today's Amtagvi #'s (hat tip to Houbi)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944870612528455728) 2025-07-14 21:24:22 UTC 10K followers, 3292 engagements


"@BrettErmilio Appreciate the balance discussion my friend 🙂👍 To my eyes at least $tgtx to $iova not an appropriate comparison (different convenience margins & safety profile)"  
![@jfais20 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2786447854.png) [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944928821251014662) 2025-07-15 01:15:40 UTC 10K followers, XXX engagements

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@jfais20 Avatar @jfais20 Jonathan Faison

Jonathan Faison posts on X about $rare, $xbi, $ibb, $iova the most. They currently have XXXXXX followers and 1498 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX +0.07%
  • X Months XXXXXXXXX +17%
  • X Year XXXXXXXXX +188%

Mentions: XX #

Mentions Line Chart

  • X Month XX -XX%
  • X Months XXX +25%
  • X Year XXXXX +291%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.57%
  • X Month XXXXXX +3.10%
  • X Months XXXXXX +10%
  • X Year XXXXXX +23%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence cryptocurrencies stocks finance currencies

Social topic influence $rare, $xbi #2, $ibb #1, $iova, $bpmc, $srpt #9, $mreo, $arwr, $vrna, $urgn

Top assets mentioned SuperRare (RARE) Bitcoin Incognito (XBI) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Blueprint Medicines Corporation (BPMC) Sarepta Therapeutics, Inc. (SRPT) Arrowhead Research Corporation (ARWR) Intra-Cellular Therapies Inc. (ITCI) Metsera, Inc. Common Stock (MTSR) Dyne Therapeutics, Inc. Common Stock (DYN) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Prometheus Biosciences, Inc. Common Stock (RXDX) Mirati Therapeutics, Inc. Common Stock (MRTX) Immunogen Inc (IMGN) Merus N.V. Common Shares (MRUS) Hooked Protocol (HOOK) TransMedics Group, Inc. Common Stock (TMDX) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Viking Therapeutics, Inc (VKTX) BEAM (BEAM) Avidity Biosciences, Inc. Common Stock (RNA) Intellia Therapeutics, Inc (NTLA) Merck & Co., Inc. (MRK) Johnson & Johnson (JNJ) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) CG Oncology, Inc. Common stock (CGON) Kymera Therapeutics, Inc. Common Stock (KYMR) Arvinas, Inc (ARVN) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) AstraZeneca PLC (AZN) AbbVie Inc (ABBV)

Top Social Posts #


Top posts by engagements in the last XX hours

"$COGT- nice to see data SM rewarded if nothing else a decent 2nd to mkt option after $BPMC's Ayvakit"
@jfais20 Avatar @jfais20 on X 2025-07-07 14:28:05 UTC 10K followers, 2007 engagements

"Cafe de olla (cinnamon cane sugar star anise) 👌"
@jfais20 Avatar @jfais20 on X 2025-07-13 14:28:04 UTC 10K followers, 1197 engagements

"$ZVRA - $12+ now launch execution getting rewarded"
@jfais20 Avatar @jfais20 on X 2025-07-10 14:14:20 UTC 10K followers, 2632 engagements

"Avoided another red circle with the $RARE swap Keeping in mind one of my goals this year is to reduce unforced errors unnecessarily giving gains back to the market Will be thinking on whether there are any other risk mgmt trades I should be considering (esp after Q2 reports)"
@jfais20 Avatar @jfais20 on X 2025-07-12 15:58:27 UTC 10K followers, 3734 engagements

"$XBI $IBB Speaking of which SMID Biotech launches in coming years: A few such as $ITCI $RXDX $BPMC $MRTX already been acquired $IMGN was quite good to us as well "Strategic value to acquirer" is a key element of selection criteria (just icing on the cake never central to thesis) *Hat tip to Eric for the chart here's to hoping we can find more (like to think we already own some)"
@jfais20 Avatar @jfais20 on X 2025-06-28 22:39:05 UTC 10K followers, 2287 engagements

"$SRPT- real trade here is with regulatory overhang for gene therapy stocks & other more exotic modalities Think more traditional rare disease therapies (ie. enzyme replacement) stand to benefit"
@jfais20 Avatar @jfais20 on X 2025-07-18 17:46:56 UTC 10K followers, 3338 engagements

"$MRUS- sold too soon breaking above $XX (buyout rumor)"
@jfais20 Avatar @jfais20 on X 2025-07-17 17:28:07 UTC 10K followers, 2005 engagements

"Many of the setups I have on watch are rebounding without me Few years ago I'd probably have been FOMO chasing (& likely taking profits in winners way too soon to free up $$) Now just sitting back and waiting for Q2 reports to roll in ("sell the news" reactions = entry opportunity fine with those I miss) Funny how things change as we adapt & grow 👍🤝"
@jfais20 Avatar @jfais20 on X 2025-07-16 22:15:30 UTC 10K followers, 1925 engagements

"$XBI $IBB Good days for the sector tough ones as well The grind & my investing process remain the same How you trade small $$ is how you'll trade big $$ so better to implement proper position sizing & risk mgmt rules early on Goal is to be "boringly profitable" trusting that consistency compounds over the LT We want to be involved in "feel good" stories with mgmt teams that earn our trust (while steering clear of the bad actors) Companies developing life-changing treatments that truly benefit patients & their families (what biotech is all about) Here's to better days ahead my friends 🙏"
@jfais20 Avatar @jfais20 on X 2025-07-18 22:06:17 UTC 10K followers, 1548 engagements

"$ARWR (L) Efforts in CNS being overlooked- eventually see another $SRPT-type deal"
@jfais20 Avatar @jfais20 on X 2025-06-06 15:09:25 UTC 10K followers, 11.4K engagements

"@avidresearch $WVE - green flag = moved INHBE data up from year-end to 2H XX (clearly want to get it out there) Caveat is if results too immature mkt wants longer follow-up to show they can meet or exceed GLP-1 real world weight loss"
@jfais20 Avatar @jfais20 on X 2025-07-17 16:57:18 UTC 10K followers, XXX engagements

"@DarrenEstes high cash burn/balance sheet concerns applies to $RARE not $MREO"
@jfais20 Avatar @jfais20 on X 2025-07-11 17:14:57 UTC 10K followers, XXX engagements

"$HOOK- this one was a tough loss for me a few years back"
@jfais20 Avatar @jfais20 on X 2025-07-18 20:29:55 UTC 10K followers, 2079 engagements

"Want to see each of you succeed (life & investing) 👍 Helps as the starting point for any discussion we have on here esp when bashing each others' positions 😉"
@jfais20 Avatar @jfais20 on X 2025-07-16 14:11:09 UTC 10K followers, 1393 engagements

"@buckorama1 Cheers Steven- appreciate the kind words and also the constructive criticism. Fwiw no victory lap on $IOVA as I took a tough loss on that one after doubling down prior (biggest loser for me in the past year or at least one of my top 3)"
@jfais20 Avatar @jfais20 on X 2025-07-16 14:17:54 UTC 10K followers, 2045 engagements

"Chemo protocol for each kid= $XXX - we'll try to knock out a few of these this month After $VRNA buyout received PM from LT follower asking me for GoFundMe link (located in @MamaLisVzla post below) An aside friend in AI recently asked me what value (if any) traders/investors add to society - my response was I know many who are constantly giving back in ways that resonate with them. Cheers all"
@jfais20 Avatar @jfais20 on X 2025-07-09 13:50:19 UTC 10K followers, 2126 engagements

"Nice Q3 Catalyst List @Prof_Oak_ 👏 $COGT could be + surprise re valuation comps to $BPMC (am still wary on safety) $RARE - rooting for longs into IA2 but hope position size reflects risk $REPL -important from regulatory perspective (will FDA flexibility continue a la $URGN"
@jfais20 Avatar @jfais20 on X 2025-07-06 22:34:40 UTC 10K followers, 3251 engagements

"$IOVA - fair points from Chris re today's update"
@jfais20 Avatar @jfais20 on X 2025-07-14 17:13:26 UTC 10K followers, 4933 engagements

"A 13-year-old had chest pains. He was "close to sudden cardiac death" Good reminder of what's at stake $RCKT $TMDX"
@jfais20 Avatar @jfais20 on X 2025-07-12 14:51:23 UTC 10K followers, 1874 engagements

"$APLS (NP) $2.4B EV down here 4x annual rev run rate of $600M Syfovre has XX% share of GA mkt Empaveli launching in C3G and IC-MPGN in Q3 Know there's some hair on this one but feels too cheap 🧐"
@jfais20 Avatar @jfais20 on X 2025-05-21 13:56:44 UTC 10K followers, 2192 engagements

"Reminder on dealing with painful binary losses 👇 $MREO $RARE"
@jfais20 Avatar @jfais20 on X 2025-07-13 22:36:21 UTC 10K followers, 3157 engagements

"$MTSR - 2x'd in X months $VKTX +30% same timeframe"
@jfais20 Avatar @jfais20 on X 2025-07-15 13:49:41 UTC 10K followers, 3490 engagements

"If current pullback keeps up will be a good month for more DCA purchases IMO Keep in mind $XBI $IBB already at $40B M&A YTD (still XXX months left) vs $30B for all of 2024 Avoid the dice rolls sticking to highest-quality setups with clear evidence of strengthening thesis 👍"
@jfais20 Avatar @jfais20 on X 2025-07-15 21:02:12 UTC 10K followers, 3109 engagements

"Turning into a great discussion - thanks all $WVE $BEAM $DYN $RNA"
@jfais20 Avatar @jfais20 on X 2025-07-05 14:31:50 UTC 10K followers, 9026 engagements

"$INKT not enough ppl talking about the fact that this move on N of X held up (implications for $XBI $IBB)"
@jfais20 Avatar @jfais20 on X 2025-07-11 22:28:32 UTC 10K followers, 1902 engagements

"Assorted observations from chart scans: $URGN- rebounding nicely after dip to $XX strategic value (first-mover in LG-IR-NMIBC) trumping slow initial Qs of Zusduri launch $RARE- CRL for MPS IIIA Friday AH weakness continues to mid $20s as won't receive PRV (has X year of cash runway + stubbornly high burn rate needs to raise $$) $AQST- nice breakout to $X (sympathy run to $SPRY) wonder how both will respond if weak Q2 for Neffy $IOVA- Current bottom $XXXX. CFO resigned but new SVP Regulatory Strategy hails from FDA's CDER. Best bet is Wayne/funds orchestrate distressed buyout (inherent value"
@jfais20 Avatar @jfais20 on X 2025-07-12 21:57:21 UTC 10K followers, 8961 engagements

"$NTLA - to the $12s now happy for you my friend and hope you make out like a bandit in this one 🙂 From there in the future (as we discussed before) hope you'll adopt some solid diversification rules to avoid the rollercoaster going forward 🤝"
@jfais20 Avatar @jfais20 on X 2025-07-09 13:56:45 UTC 10K followers, 3181 engagements

"@RNAiAnalyst Hope an example will be made out of $SRPT mgmt (SEC & FDA)- Ingram & team giving biotech a bad name (last thing the sector needs) $XBI $IBB"
@jfais20 Avatar @jfais20 on X 2025-07-18 13:31:53 UTC 10K followers, 2399 engagements

"$MRK paying $10B for $VRNA - nice to see M&A alive (this time in respiratory) Good reminder that pharma needs to make up for the patent cliff and early-stage deals won't cut it $XBI $IBB"
@jfais20 Avatar @jfais20 on X 2025-07-09 13:32:29 UTC 10K followers, 1265 engagements

"$MDGL - @JoseRestonVA about to get a buyout for his top position 👍"
@jfais20 Avatar @jfais20 on X 2025-07-16 14:02:47 UTC 10K followers, 3258 engagements

"When a stock falls to lows & then C-suite chooses to run an offering says everything about them $DYN Converse is true for savvy mgmt taking advantage of a gap up to pull off a secondary (set a new floor in share price) $NKTR"
@jfais20 Avatar @jfais20 on X 2025-06-30 21:07:30 UTC 10K followers, 3987 engagements

"$SRPT (NP) +40% AH to $XX on label update for Elevidys & restructuring Pivoting away from gene therapy to $ARWR siRNA for future growth"
@jfais20 Avatar @jfais20 on X 2025-07-16 20:23:23 UTC 10K followers, 4457 engagements

"$FBIO / $FBIOP (NP) TDMInvest shared his summary in Chat"
@jfais20 Avatar @jfais20 on X 2025-07-15 16:52:18 UTC 10K followers, 1933 engagements

"Value of YTD 2025 bio buyouts already full year 2024 ($40B vs $30B) $XBI $IBB"
@jfais20 Avatar @jfais20 on X 2025-07-11 17:37:55 UTC 10K followers, 2230 engagements

"Friend here asked me to be padrino for her daughter (2nd time) Looks like I'll have to come back next year 🍻"
@jfais20 Avatar @jfais20 on X 2025-07-17 01:35:49 UTC 10K followers, 1403 engagements

"$IOVA - new CFO hire a + (ex $CGON) but Goldman note (better late than never) reminder of current predicament Key takeaway for me is challenges to Amtagvi launch (harsh AE profile for IL-2 limited patient eligibility low margins/manufacturing failure rate etc) Were all foreseeable- I simply didn't give enough credit to bear thesis at the time Want to invest in drug launches where the treatment essentially sells itself (efficacy convenience safety etc)"
@jfais20 Avatar @jfais20 on X 2025-07-15 14:11:05 UTC 10K followers, 3465 engagements

"Feel like my system and philosophy is just a mix of everything I've learned from smarter minds Ie. Slowly becoming more like my penny stock trader friend @SteveAytch1 from Starbucks (zero emotion or as close to it as possible with both the highs and lows wins and the setbacks)"
@jfais20 Avatar @jfais20 on X 2025-07-17 22:30:15 UTC 10K followers, 1455 engagements

"$NRIX might be next to revisit on DD list if stays at these levels ($500M EV BTK entering pivotal trials) A current look at valuations in protein degradation space $KYMR $CCCC $ARVN $GLUE $FHTX"
@jfais20 Avatar @jfais20 on X 2025-07-17 23:14:58 UTC 10K followers, 2254 engagements

"$MTSR - Appreciated Osmium's take on the amylin class & differentiation within the obesity mkt $LLY $NVO $AZN $ABBV $ZEAL $GPCR"
@jfais20 Avatar @jfais20 on X 2025-07-14 21:34:25 UTC 10K followers, 6101 engagements

"A few nuggets of interest from Mike's portfolio update $XBI $IBB: Rolled $VRNA profits into $BPMC for the CVRs 🧐 Wish I'd been as patient with $RYTM (sold last Sept for a double at $51) Thinks $MREO $RARE will trade higher into final OI results $CAPR $MIST good example of poor r/r into PDUFA dates *Reminder we have "Top X Holdings" and "Real-Time Trades" channels in Chat to facilitate idea sharing/constructive criticism for our holdings"
@jfais20 Avatar @jfais20 on X 2025-07-13 21:44:52 UTC 10K followers, 3241 engagements

"$STML was a recently initiated full size position for us- our brief thesis is attached. Looks like we all need to search for other attractive ideas in this fertile hunting ground (unloved commercial stage oncology companies a la $VSTM $CLVS etc)"
@jfais20 Avatar @jfais20 on X 2020-05-04 14:34:08 UTC 10K followers, XX engagements

"$ARWR- interesting nuggets in light of $SRPT doubling down on RNAi"
@jfais20 Avatar @jfais20 on X 2025-07-16 20:41:07 UTC 10K followers, 5925 engagements

"Biggest red (trailing twelve months) - $KURA $RPTX $TCRX $IOVA $ACRV $NUVB $RCKT $IDYA Biggest green - $DCTH $RYTM $TARS $ARQT $ASND"
@jfais20 Avatar @jfais20 on X 2025-07-03 22:30:50 UTC 10K followers, 8644 engagements

"$RARE - tough way to finish out the week CRL for MPS IIIA program (just CMC-related the data is fine). No PRV makes cash crunch worse (need for secondary)"
@jfais20 Avatar @jfais20 on X 2025-07-11 22:14:35 UTC 10K followers, 3898 engagements

"$IOVA - important caveat on today's Amtagvi #'s (hat tip to Houbi)"
@jfais20 Avatar @jfais20 on X 2025-07-14 21:24:22 UTC 10K followers, 3292 engagements

"@BrettErmilio Appreciate the balance discussion my friend 🙂👍 To my eyes at least $tgtx to $iova not an appropriate comparison (different convenience margins & safety profile)"
@jfais20 Avatar @jfais20 on X 2025-07-15 01:15:40 UTC 10K followers, XXX engagements

creator/x::jfais20
/creator/x::jfais20