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

Jonathan Faison posts on X about $xbi, $crvs, $sndx, ceo the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [------] -27%
- [--] Month [-------] +4.90%
- [--] Months [---------] +45%
- [--] Year [---------] +89%

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

- [--] Week [---] -14%
- [--] Month [---] +8.60%
- [--] Months [-----] +37%
- [--] Year [-----] +125%

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

- [--] Week [------] +0.24%
- [--] Month [------] +1.40%
- [--] Months [------] +12%
- [--] Year [------] +24%

### CreatorRank: [-------] [#](/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

**Social category influence**
[stocks](/list/stocks)  55.97% [finance](/list/finance)  20.15% [cryptocurrencies](/list/cryptocurrencies)  4.48% [countries](/list/countries)  2.24% [technology brands](/list/technology-brands)  1.49% [currencies](/list/currencies)  0.75% [financial services](/list/financial-services)  0.75%

**Social topic influence**
[$xbi](/topic/$xbi) #14, [$crvs](/topic/$crvs) #34, [$sndx](/topic/$sndx) #2, [ceo](/topic/ceo) 5.97%, [up to](/topic/up-to) 5.22%, [$hims](/topic/$hims) 4.48%, [in the](/topic/in-the) 4.48%, [chat](/topic/chat) 4.48%, [data](/topic/data) #1618, [$apge](/topic/$apge) 4.48%

**Top accounts mentioned or mentioned by**
[@biotech2k1](/creator/undefined) [@joserestonva](/creator/undefined) [@codesscottie](/creator/undefined) [@bambossie81](/creator/undefined) [@wassimlaroussi3](/creator/undefined) [@develiforever](/creator/undefined) [@tradingsssss](/creator/undefined) [@aayushtrades](/creator/undefined) [@loubasenese](/creator/undefined) [@drmakaryfda](/creator/undefined) [@vprasadmdmph](/creator/undefined) [@fwcstocks](/creator/undefined) [@jonk87](/creator/undefined) [@uchi_wawa](/creator/undefined) [@avidresearch](/creator/undefined) [@pmill145](/creator/undefined) [@wz2013](/creator/undefined) [@grok](/creator/undefined) [@andrewdudum](/creator/undefined) [@rnaianalyst](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Annexon, Inc. (ANNX)](/topic/$annx) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Journey Medical Corporation (DERM)](/topic/$derm) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [Incyte Corporation (INCY)](/topic/$incy) [Nuvation Bio Inc. (NUVB)](/topic/$nuvb) [Frontline Ltd. (FRO)](/topic/$fro) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [ARS Pharmaceuticals, Inc. (SPRY)](/topic/$spry) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [uniQure N.V. (QURE)](/topic/$qure) [Climb Bio, Inc (CLYM)](/topic/$clym) [NovoCure Limited Ordinary Shares (NVCR)](/topic/$nvcr) [LENZ Therapeutics Inc (LENZ)](/topic/$lenz) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Amicus Therapeutics, Inc (FOLD)](/topic/$fold) [PolyPid Ltd. (PYPD)](/topic/$pypd) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Insmed, Inc. (INSM)](/topic/$insm) [Novo-Nordisk (NVO)](/topic/$nvo) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Erasca, Inc.  (ERAS)](/topic/$eras) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [MapLight Therapeutics, Inc (MPLT)](/topic/$mplt) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SLNO - Across The Biotech Universe: Soleno Therapeutics https://seekingalpha.com/instablog/440063-jonathan-faison/6254732-across-the-biotech-universe-slnoshare_source=shared_newssource=tweet https://seekingalpha.com/instablog/440063-jonathan-faison/6254732-across-the-biotech-universe-slnoshare_source=shared_newssource=tweet"  
[X Link](https://x.com/jfais20/status/2017720108915761655)  2026-01-31T22:02Z 11.5K followers, [----] engagements


"$NVCR pancreatic approval doesn't reverse all the damage already done @US_FDA"  
[X Link](https://x.com/jfais20/status/2021975036236898737)  2026-02-12T15:49Z 11.5K followers, [----] engagements


"$ARWR- another I sold too soon but glad for longs. Set price alerts to revisit if comes down to my range Redemplo off to a good start progress for core cardiovascular pipeline intriguing (if unclear) early data for obesity & nice optionality in neurdegen + other tissue types $ARWR (NP) From today's trades https://t.co/cnLchnECL3 $ARWR (NP) From today's trades https://t.co/cnLchnECL3"  
[X Link](https://x.com/jfais20/status/2022074770154746322)  2026-02-12T22:26Z 11.5K followers, [----] engagements


"@WassimLaroussi3 That's all you- we're just here to help accelerate the learning curve 👊"  
[X Link](https://x.com/jfais20/status/2022445541574217988)  2026-02-13T22:59Z 11.5K followers, [---] engagements


"$HIMS (NP) Mike's a smart guy experienced trader and respect his opinion on this one (still not for me personally given unique risks feel they are too promotional & push boundaries in their marketing) But that's the beauty of being surrounded by multiple points of view"  
[X Link](https://x.com/jfais20/status/1830714394763805015)  2024-09-02T21:08Z 11.5K followers, [----] engagements


"@avidresearch Reminds me of $IMMP benefit in PD1-ve (HNSCC & NSCLC) as well"  
[X Link](https://x.com/jfais20/status/1956785716131734008)  2025-08-16T18:30Z 11.4K followers, [----] engagements


"$IMTX- sub $100M EV down here 🧐 $IMTX update If this holds up why would you get $IOVA https://t.co/cbNURWXgQa $IMTX update If this holds up why would you get $IOVA https://t.co/cbNURWXgQa"  
[X Link](https://x.com/jfais20/status/1960702702985388295)  2025-08-27T13:55Z 11.5K followers, [----] engagements


"$FBIO- the discussion continues (hat tip to Jack) $DERM $FBIO (NP) Minutes 22:50 - [--] during our Coffee at the Close Call (Idea Share segment) https://t.co/mtX5apIRFp Kudos to TDMInvest Dennis & @WassimLaroussi3 for pounding the table in the high $1s 👏 I kept trying to change the subject but these guys were stuck on this one 😂 $FBIO (NP) Minutes 22:50 - [--] during our Coffee at the Close Call (Idea Share segment) https://t.co/mtX5apIRFp Kudos to TDMInvest Dennis & @WassimLaroussi3 for pounding the table in the high $1s 👏 I kept trying to change the subject but these guys were stuck on this"  
[X Link](https://x.com/jfais20/status/1968354142621225346)  2025-09-17T16:39Z 11.5K followers, [----] engagements


"$BHVN (L) From Portfolio Update"  
[X Link](https://x.com/jfais20/status/1974114928396284237)  2025-10-03T14:10Z 11.5K followers, [----] engagements


"$LENZ- Follow up conversation $LENZ (NP) $350M EV Was trying to find our next eye launch play (a la $TARS) but don't have the required confidence here as of yet (eyedrops vs glasses) LNZ100 product profile is ideal but they estimate 6% penetration or $3B opportunity (excessively optimistic) I tend to https://t.co/PyVZmupkqX $LENZ (NP) $350M EV Was trying to find our next eye launch play (a la $TARS) but don't have the required confidence here as of yet (eyedrops vs glasses) LNZ100 product profile is ideal but they estimate 6% penetration or $3B opportunity (excessively optimistic) I tend to"  
[X Link](https://x.com/jfais20/status/1981068838457524657)  2025-10-22T18:43Z 11.5K followers, [----] engagements


"$DERM (L) From Weekly Recap"  
[X Link](https://x.com/jfais20/status/1982091474331439229)  2025-10-25T14:26Z 11.5K followers, [----] engagements


"2 names to steer clear re sketchy mgmt &/or science (I don't share enough of these): $AARD- some traders may be tempted by this one given participation in the PWS space a la $SLNO (sympathy play on buyout perhaps). BUT several red flags= better to avoid $SLS- prior was Galena (breast cancer vaccine play as I recall serial diluter + RS then repeat) https://twitter.com/i/web/status/1984985714870665320 https://twitter.com/i/web/status/1984985714870665320"  
[X Link](https://x.com/jfais20/status/1984985714870665320)  2025-11-02T14:07Z 11.5K followers, 10.2K engagements


"$KALV (L) Verdict on my position post $PHVS phase [--] data (done well in it so far since entry at October lows)"  
[X Link](https://x.com/jfais20/status/1996230855350530248)  2025-12-03T14:51Z 11.5K followers, [----] engagements


"$LENZ- Lost 2/3rd of its value since we passed on it $LENZ- Follow up conversation https://t.co/JtcK7TnDqE $LENZ- Follow up conversation https://t.co/JtcK7TnDqE"  
[X Link](https://x.com/jfais20/status/1999621325174841627)  2025-12-12T23:24Z 11.5K followers, [----] engagements


"$BMRN acquiring $FOLD for $4.8B (33% premium)"  
[X Link](https://x.com/jfais20/status/2002005639191822421)  2025-12-19T13:18Z 11.5K followers, [----] engagements


"$DERM (L) From Weekly Recap"  
[X Link](https://x.com/jfais20/status/2002391490836705469)  2025-12-20T14:51Z 11.5K followers, [----] engagements


"Houbi on $BMRN post $FOLD acquisition"  
[X Link](https://x.com/jfais20/status/2002737547957707090)  2025-12-21T13:46Z 11.5K followers, [----] engagements


"$ANNX - Osmium with additional thoughts $ANNX (NP) $AVTE (NP) Osmium's initial take https://t.co/97sUNO3y7Z $ANNX (NP) $AVTE (NP) Osmium's initial take https://t.co/97sUNO3y7Z"  
[X Link](https://x.com/jfais20/status/2003100613677310345)  2025-12-22T13:49Z 11.5K followers, [----] engagements


"$KURA (L) From Q4 DCA portfolio update"  
[X Link](https://x.com/jfais20/status/2004186944843157715)  2025-12-25T13:46Z 11.5K followers, [----] engagements


"@develiforever one hurdle for $BHVN in Kv7 is that $XENE has many more years' worth of patient data (huge gap in the race) Kind of reminds me of $NUVL chasing $NUVB in frontline ROS1 NSCLC (hard to overcome the 1st mover advantage needs several more years to put out something comparable)"  
[X Link](https://x.com/jfais20/status/2006357387331113419)  2025-12-31T13:30Z 11.5K followers, [----] engagements


"@develiforever agree re the LT story a better drug catches up (generally speaking) in meantime a first mover often does quite well. See $SNDX in menin good example- agree in the LT frontline winners likely pharma but in meantime [----] to 2028+ Revuforj sales accelerating (& some off label)"  
[X Link](https://x.com/jfais20/status/2006365539158184233)  2025-12-31T14:03Z 11.5K followers, [----] engagements


"$SPRB (NP) Think ppl underestimating CMC risk (lift needed to scale up) low N launch out of gate (for revenue stacking to be meaningful will take a LONG time) Have to do inventory build vendor in South Korea Need to make registrational batches to support 6-month stability @NotthatkindofDr Initial glance $SPRB wasn't for me - as you noted incidence [--] patients/year market at [---] patients per Grok (first glance) round that down to [---] to be conservative But for the right person an interesting setup would make more sense as a bolt-on acquisition for a larger rare @NotthatkindofDr Initial glance"  
[X Link](https://x.com/jfais20/status/2006770570009128993)  2026-01-01T16:52Z 11.5K followers, [----] engagements


"Entry [--] in this series $SPRB https://seekingalpha.com/instablog/440063-jonathan-faison/6242897-across-the-biotech-universe-sprbsource=tweet $XENE - Brief revisit ahead of early [----] phase [--] epilepsy data $BHVN https://t.co/lyVPuDyVzD https://seekingalpha.com/instablog/440063-jonathan-faison/6242897-across-the-biotech-universe-sprbsource=tweet $XENE - Brief revisit ahead of early [----] phase [--] epilepsy data $BHVN https://t.co/lyVPuDyVzD"  
[X Link](https://x.com/jfais20/status/2006817674047926687)  2026-01-01T19:59Z 11.5K followers, [----] engagements


"$AKBA $PLX (NP) TDMInvest on his #3 and #4 positions to start the year ("Black Sheep of Biotech") *Reminder quite a bit of exchange ongoing in our Real-Time trades and Top [--] channels to start 2026"  
[X Link](https://x.com/jfais20/status/2007100942781448687)  2026-01-02T14:45Z 11.5K followers, [----] engagements


"$PYPD- good thread & thesis outline in Chat today by David (known early on for his $TMDX DD among other names)"  
[X Link](https://x.com/jfais20/status/2007107673603629553)  2026-01-02T15:12Z 11.5K followers, [----] engagements


"$SPRB - rare disease story worth keeping an eye on (still have my concerns on TAM) Ideal scenario would be TA-ERT gets approved for MPS-IIIB (regulatory risk out of the way) Then a few Qs of launch (should be VERY modest out of the gate) and only then revisit based on metrics Entry [--] in this series $SPRB https://t.co/UDQ91IVloO Entry [--] in this series $SPRB https://t.co/UDQ91IVloO"  
[X Link](https://x.com/jfais20/status/2007205493107003762)  2026-01-02T21:40Z 11.5K followers, [----] engagements


"$PYPD- Jack's response caught my attention @finnishcp $PYPD- good thread & thesis outline in Chat today by David (known early on for his $TMDX DD among other names) $PYPD- good thread & thesis outline in Chat today by David (known early on for his $TMDX DD among other names)"  
[X Link](https://x.com/jfais20/status/2007815127546966339)  2026-01-04T14:03Z 11.5K followers, [----] engagements


"$ZBIO Across The Biotech Universe: Zenas Biopharma -60% haircut on "successful" P3 data in IgG4-RD (competing on convenience & safety) -RMS indication more competitive readout next year -Cheap valuation BTK kicker but too much of a dice roll for me https://seekingalpha.com/instablog/440063-jonathan-faison/6244508-across-the-biotech-universe-zbiosource=tweet https://seekingalpha.com/instablog/440063-jonathan-faison/6244508-across-the-biotech-universe-zbiosource=tweet"  
[X Link](https://x.com/jfais20/status/2008283183960170746)  2026-01-05T21:03Z 11.5K followers, [----] engagements


"$LQDA (L) Liquidia: Yutrepia's Attributes In Focus But Binary Risk Shouldn't Be Ignored $UTHR $INSM https://seekingalpha.com/article/4858145gt=9262607a79e32a4e https://seekingalpha.com/article/4858145gt=9262607a79e32a4e"  
[X Link](https://x.com/jfais20/status/2009351103390069113)  2026-01-08T19:46Z 11.5K followers, [----] engagements


"$SPRY- another one I sold too soon benefitting from regulatory delay for competitor $AQST. Look forward to P2b CSU data midyear $SPRY (NP) From today's trades https://t.co/zH5uC3fDj4 $SPRY (NP) From today's trades https://t.co/zH5uC3fDj4"  
[X Link](https://x.com/jfais20/status/2009642438961607035)  2026-01-09T15:04Z 11.5K followers, [----] engagements


"$NVO on the hunt for obesity deals after losing out on $MTSR Combining with novel MOA for GLP-1 off ramp & to lower dose/AEs seem like the obvious play $ARWR $WVE"  
[X Link](https://x.com/jfais20/status/2011218388412928177)  2026-01-13T23:26Z 11.5K followers, [----] engagements


"$PHAR- warming up to Joenja's prospects in ultra-rare disease APDS (expansion into pediatrics then VUS then PID & PMD phase [--] readouts 2H 26) But IP a bit short-lived (until [----] with PTE pushing for [----] I believe)"  
[X Link](https://x.com/jfais20/status/2012152445951254967)  2026-01-16T13:18Z 11.5K followers, [----] engagements


"$CRVS- high expectations into a phase [--] readout Tuesday what could possibly go wrong GLTA hope it moons for Longs 🤞 Pro: I think ITK "eventually" leads to multiple approved indications becomes very broad in autoimmune & inflammatory space Con: Bar VERY high in ADerm $NKTR $APGE : Corvus CEO Richard Miller believes that ITK inhibitors can have the same broad impact on T-cell diseases as BTK inhibitors have had on B-cell diseases - he would know. $CRVS Full video: https://t.co/7wZPYNroFF https://t.co/MnL8V7iV9y : Corvus CEO Richard Miller believes that ITK inhibitors can have the same broad"  
[X Link](https://x.com/jfais20/status/2012274771367522437)  2026-01-16T21:24Z 11.5K followers, [----] engagements


"Well said- buy if solid data but "sell the news" reaction Buy if blue sky efficacy (deepens over time/separates more) but market fails to reward appropriately Caveat is if a middling scenario that adds to uncertainty there will be much pain Below: $CRVS EV gap comparison vs $APGE and $NKTR https://twitter.com/i/web/status/2012327385069203750 https://twitter.com/i/web/status/2012327385069203750"  
[X Link](https://x.com/jfais20/status/2012327385069203750)  2026-01-17T00:53Z 11.5K followers, [----] engagements


"@tradingsssss @pmill145 @wz2013 Per your request: EV gap for $CRVS vs $KYMR $APGE $NKTR"  
[X Link](https://x.com/jfais20/status/2012328241441218970)  2026-01-17T00:56Z 11.5K followers, [----] engagements


"$DERM (L) Interesting move today on above avg volume (caveat could always see "sell the news" reaction if Emrosi launch metrics for Q4 disappoint) Has been in "Companies I'd Start With" section of our Weekly Recap since entered in October & added on dips to $7 (to 10% portfolio weighting maximum allowed for commercial-stage companies) Per Q3 call: Emrosi well-positioned to become preferred treatment for inflammatory lesions of rosacea As more confidence is built with the derm community sales marketing organization will be asking for switches as well from Oracea over to Emrosi They expect"  
[X Link](https://x.com/jfais20/status/2013708757939753146)  2026-01-20T20:22Z 11.5K followers, [----] engagements


"$SPRY- Neffy's been a tough launch but mgmt making the most of their commercial lead to build out barriers to new entrants $AQST"  
[X Link](https://x.com/jfais20/status/2013963860542214210)  2026-01-21T13:16Z 11.5K followers, [----] engagements


"$AVR $MDX- interesting financing 🧐"  
[X Link](https://x.com/jfais20/status/2013973677000327315)  2026-01-21T13:55Z 11.5K followers, [----] engagements


"$CRVS- updated EV gap vs $KYMR $APGE $NKTR @tradingsssss @pmill145 @wz2013 Well said- buy if solid data but "sell the news" reaction Buy if blue sky efficacy (deepens over time/separates more) but market fails to reward appropriately Caveat is if a middling scenario that adds to uncertainty there will be much pain Below: $CRVS EV gap comparison vs https://t.co/ANtNLKFGSk @tradingsssss @pmill145 @wz2013 Well said- buy if solid data but "sell the news" reaction Buy if blue sky efficacy (deepens over time/separates more) but market fails to reward appropriately Caveat is if a middling scenario"  
[X Link](https://x.com/jfais20/status/2013978126972309549)  2026-01-21T14:12Z 11.5K followers, [----] engagements


"$CRVS $ERAS strong pricing for secondaries Good for $XBI (contrast to all the rug pulls we saw during the bio bear that drove investors away)"  
[X Link](https://x.com/jfais20/status/2014337363388875157)  2026-01-22T14:00Z 11.5K followers, [----] engagements


"@pick1998_2 Would love to see something from crazy left field like a buyout for $NTLA $KYMR $VKTX $OCUL $SRPT etc Just more such events to discourage shorts that r/r in this sector isn't worth it for them anymore $XBI"  
[X Link](https://x.com/jfais20/status/2014341189214892284)  2026-01-22T14:15Z 11.5K followers, [----] engagements


"$XBI $IBB Thanks everyone for a great Coffee at the Close call 👏 👏 We covered a LOT of ground & very much appreciated the back and forth between the group Names we touched on include $GUTS $CRVS $MU $FBIO $CTMX $ORKA $IOVA $ANNX $GPCR $HOWL $RCKT $OMER $MPLT among others"  
[X Link](https://x.com/jfais20/status/2014890666799550783)  2026-01-24T02:39Z 11.4K followers, [----] engagements


"$RVMD already bouncing off 50-day MA promising KRAS/PDAC pipeline in high-demand whether GIA near-term or not"  
[X Link](https://x.com/jfais20/status/2015771602210668599)  2026-01-26T12:59Z 11.5K followers, [----] engagements


"$SRPT- Stat sig on most relevant measures including NSAA (last domino to fall into place) If this weren't currently a battleground stock (ie. Day [--] IPO) where do you think it would revalue up to (keeping in mind $ARWR siRNA partnership driving future growth + $12B $RNA comp) $SRPT https://t.co/eiv285E2fY $SRPT https://t.co/eiv285E2fY"  
[X Link](https://x.com/jfais20/status/2015775371141038194)  2026-01-26T13:14Z 11.5K followers, [----] engagements


"$SNDX (L @ 13% PW +135% gain) Wants out of the box too $LQDA- beauty of a chart into judge decision new 52s https://t.co/S4TApU97AC $LQDA- beauty of a chart into judge decision new 52s https://t.co/S4TApU97AC"  
[X Link](https://x.com/jfais20/status/2015874100544041176)  2026-01-26T19:46Z 11.5K followers, [----] engagements


"@Biotech2k1 @aayushtrades If you read the transcript including $INSM 6MWD data definitely not the case unfortunately"  
[X Link](https://x.com/jfais20/status/2015886307818439121)  2026-01-26T20:35Z 11.4K followers, [---] engagements


"$LQDA (L @ 7% PW +88% gain) For those claiming that $INSM's TPIP is unequivocally better (no room for the possibility of being wrong) First post is from my entry 2nd is my JPM notes Both help me hold my remaining shares patiently (after partial profits ahead of the binary) @ofthegreen @jfais20 @aayushtrades I have looked [--] times and I ran it through I AI models. Every time it comes up to TPIP as best in class. @ofthegreen @jfais20 @aayushtrades I have looked [--] times and I ran it through I AI models. Every time it comes up to TPIP as best in class"  
[X Link](https://x.com/jfais20/status/2016130967308578997)  2026-01-27T12:47Z 11.4K followers, 19.1K engagements


"$RGNX- gap down to $8.70 price alerts triggered & back on my DD list for some point Pivotal DMD data in early Q2 (perhaps better safety & benefit vs $SRPT Elevidys given inclusion of C-Terminal domain to capture younger patient population) Topline wet AMD data in Q4 (first GTx to make it to finish line) Con side= farther down my queue due to regulatory risk (unpredictable FDA including on acceptance of biomarker endpoints could do a [---] as with $QURE $ATRA $REPL etc) https://twitter.com/i/web/status/2016505569251643643 https://twitter.com/i/web/status/2016505569251643643"  
[X Link](https://x.com/jfais20/status/2016505569251643643)  2026-01-28T13:36Z 11.5K followers, [----] engagements


"Surprised $RARE not down more re two gene therapy regulatory decisions this year (FDA unpredictability)"  
[X Link](https://x.com/jfais20/status/2016625860237734000)  2026-01-28T21:34Z 11.4K followers, [----] engagements


"@JoseRestonVA you're reiterating what I'm saying 🙂 The problem is too many people simply read a bearish post by a smart poster & sell (vs taking the time to evaluate on their own and make a rational decision much like your approach to $APGE we were discussing on Coffee at the Close)"  
[X Link](https://x.com/jfais20/status/2016628596291326383)  2026-01-28T21:44Z 11.4K followers, [---] engagements


"$GUTS- "positive" data strikes again down 60% pre-market $GUTS patients with above median GLP-1-associated weight loss experienced 70% less post-GLP-1 weight regain with Revita vs sham at [--] months. Topline 6-month pivotal data and potential FDA filing expected in 2H'26 $GUTS patients with above median GLP-1-associated weight loss experienced 70% less post-GLP-1 weight regain with Revita vs sham at [--] months. Topline 6-month pivotal data and potential FDA filing expected in 2H'26"  
[X Link](https://x.com/jfais20/status/2016851982695243971)  2026-01-29T12:32Z 11.5K followers, [----] engagements


"$XBI- exactly what we wanted to wake up & see. $AZN knows what it's doing though can move much faster over there with far fewer hurdles vs FDA (slows things down & struggling to catch up)"  
[X Link](https://x.com/jfais20/status/2016854202018848940)  2026-01-29T12:41Z 11.5K followers, [----] engagements


"Fascinating interview @LouBasenese - makes easier to understand for a crypto/DeFi outsider 👏 $HYPD [--] of several names currently being discussed in our Non-Biotech chat as a play on tokenization & bringing financial economy on chain CFO ex $PYPL accelerating momentum in [----] Missed Bitcoin Ethereum Solana Well don't miss $HYPD It's building exposure to what could be the next major blockchain ecosystem while generating revenue today. In the latest episode of The Upside I sat down with @HyperionDeFi CEO Hyunsu Jung to break it all down https://t.co/sensKelbHr Missed Bitcoin Ethereum Solana Well"  
[X Link](https://x.com/jfais20/status/2017237302318178442)  2026-01-30T14:03Z 11.5K followers, [----] engagements


"$DCTH- a good example of having this LT visibility Valued at just 4x [----] sales. Paid down the debt buying back shares Pricing pressure for Hepzato & seasonality = near-term noise & nothing more Practice-changing results from CHOPIN to accelerate uptake in docs who don't want to postpone systemic treatment/ICI Expanding into other solid tumors with liver involvement starting with breast & CRC. Steady stream of data once you hit [----] (interim CRC then breast) primary CRC readout in [----] & primary breast readout in [----] (full OS in 2030). Additional indications to be pursued as sales ramp &"  
[X Link](https://x.com/jfais20/status/2017714203948200003)  2026-01-31T21:38Z 11.5K followers, [----] engagements


"$GERN- bouncing nicely adds near Dec lows working out October's Playbook is out $XBI $GERN https://t.co/w8i55gfY9O October's Playbook is out $XBI $GERN https://t.co/w8i55gfY9O"  
[X Link](https://x.com/jfais20/status/2018362184300912662)  2026-02-02T16:33Z 11.5K followers, [----] engagements


"$PLX nice call TDMInvest agree Chiesi could easily acquire this one too just as it did $AMYT a couple years ago $AKBA $PLX (NP) TDMInvest on his #3 and #4 positions to start the year ("Black Sheep of Biotech") *Reminder quite a bit of exchange ongoing in our Real-Time trades and Top [--] channels to start [----] https://t.co/9yoKJvoXB5 $AKBA $PLX (NP) TDMInvest on his #3 and #4 positions to start the year ("Black Sheep of Biotech") *Reminder quite a bit of exchange ongoing in our Real-Time trades and Top [--] channels to start [----] https://t.co/9yoKJvoXB5"  
[X Link](https://x.com/jfais20/status/2018363611278647595)  2026-02-02T16:39Z 11.5K followers, [----] engagements


"Nestle bought $AIMT for $2.6B for peanut allergy treatment back in [----] If path forward for $AQST Anaphylm as straight forward as today's accumulation suggests Makes better sense for an allergy player to scoop them up here on the cheap ($1B bid would do it get proven CMC & PharmFilm tech for free)"  
[X Link](https://x.com/jfais20/status/2018388348637741166)  2026-02-02T18:17Z 11.5K followers, [----] engagements


"@Biotech2k1 agree $IMNM feels fair value here. Fun stuff in the ADC pipeline but very early stage"  
[X Link](https://x.com/jfais20/status/2018424958301442509)  2026-02-02T20:43Z 11.5K followers, [--] engagements


"@Biotech2k1 $XENE worth higher than current $40ish but agree won't get credit til the P3 readout derisks"  
[X Link](https://x.com/jfais20/status/2018425082599587934)  2026-02-02T20:43Z 11.5K followers, [---] engagements


"The buyout rumor to provide exit liquidity is definitely a thing (& so illegal)"  
[X Link](https://x.com/jfais20/status/2018759683691925725)  2026-02-03T18:53Z 11.5K followers, 13.9K engagements


"$OCUL $MLTX The buyout rumor to provide exit liquidity is definitely a thing (& so illegal) The buyout rumor to provide exit liquidity is definitely a thing (& so illegal)"  
[X Link](https://x.com/jfais20/status/2018760379191447995)  2026-02-03T18:55Z 11.5K followers, [----] engagements


"@PreciseSVJ hear you but would still think (at least in some cases) it's a both/and situation for $DCTH Hepzato Kit & SOC not either/or"  
[X Link](https://x.com/jfais20/status/2018827602740531667)  2026-02-03T23:23Z 11.5K followers, [----] engagements


"$ARGX- owned this for a triple on MG data back in the day Something very inspiring about seeing ad for Vygart Hytrulo all these years later $ARGX great data from phase [--] ADAPT trial. Found this excerpt in our old Winners/Losers post on this name- we only held for a near triple in ASH 2017/Q1 [----] but real kudos goes to those who patiently held for the next [--] years👊. Another example that conviction pays off. https://t.co/yACqX06VaL $ARGX great data from phase [--] ADAPT trial. Found this excerpt in our old Winners/Losers post on this name- we only held for a near triple in ASH 2017/Q1 [----] but"  
[X Link](https://x.com/jfais20/status/2018847399196967295)  2026-02-04T00:41Z 11.5K followers, [----] engagements


"$REPL wants to hit the ground running in April with RP1 and has ambitious LT expansion plans in place for other solid tumors @stevenvig Key question as always will the FDA's @DrMakaryFDA and team support innovation or withhold another promising treatment from patients $QURE"  
[X Link](https://x.com/jfais20/status/2019093604883435551)  2026-02-04T17:00Z 11.5K followers, [----] engagements


"$IOVA- Goldman at it again with $2 PT & Sell rating 😉 Now we have another sign Remember when GS came with neutral rating before right before $IMGN buyout Today they doing $TARS Goldman Sachs raised the firm's price target on Tarsus Pharmaceuticals to $41 from $36 and keeps a Neutral rating on the shares. The company reported Q3 https://t.co/0GAwkQcT1z Now we have another sign Remember when GS came with neutral rating before right before $IMGN buyout Today they doing $TARS Goldman Sachs raised the firm's price target on Tarsus Pharmaceuticals to $41 from $36 and keeps a Neutral rating on the"  
[X Link](https://x.com/jfais20/status/2019396711743913999)  2026-02-05T13:04Z 11.5K followers, [----] engagements


"The stuff we notice everywhere we go $itci $jnj $ITCI 10% dilution quite acceptable to my eyes 15% quarter over quarter growth (acceleration) in schizophrenia alone 60k addresseable patients w/ recent expansion and more indications to follow Broad label in bipolar depression is a key differentiator Likely M&A target IMO https://t.co/cVoXtM9jWq $ITCI 10% dilution quite acceptable to my eyes 15% quarter over quarter growth (acceleration) in schizophrenia alone 60k addresseable patients w/ recent expansion and more indications to follow Broad label in bipolar depression is a key differentiator"  
[X Link](https://x.com/jfais20/status/2019463672511254944)  2026-02-05T17:30Z 11.5K followers, [----] engagements


"$XBI fell below 50-day MA would think $110 (midway to 200) in the cards near term Good time to have your shopping lists out also make the hard decisions (swapping out speculative setups for higher quality companies) Which names are you holding against your better judgment"  
[X Link](https://x.com/jfais20/status/2019500814344093818)  2026-02-05T19:58Z 11.5K followers, [----] engagements


"$LBPH- a @JoseRestonVA holding strong on weak day for $XBI 🧐 $100M private placement at $21.17 well-received"  
[X Link](https://x.com/jfais20/status/2019522806548165088)  2026-02-05T21:25Z 11.5K followers, [---] engagements


"$LBRX- a @JoseRestonVA holding strong on weak day for $XBI 🧐 $100M private placement at $21.17 well-received"  
[X Link](https://x.com/jfais20/status/2019530222690005197)  2026-02-05T21:55Z 11.5K followers, [----] engagements


"$hims 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/jfais20/status/2019577527082316266)  2026-02-06T01:02Z 11.4K followers, [----] engagements


"$ARWR- enjoy seeing CEO Anzalone prove the naysayers wrong after all these years $2B+ in cash TriM pipeline expanding across tissue types (as always some will strike gold while others will whiff that's part of it) Important thing is no longer a science project with REDEMPLO launch & obesity assets showing promise $ARWR- encouraging data for obesity candidates with the combo doubling weight loss of $LLY's tirzepatide alone (impressive reductions in visceral fat & liver fat as well) Great example of how a name can be one of the most hated then pendulum reverts & sentiment shifts entirely"  
[X Link](https://x.com/jfais20/status/2019766914013168126)  2026-02-06T13:35Z 11.5K followers, [----] engagements


"$IMMP- 1L NSCLC P3 trial reached 50% of enrollment target small Aussie company that continues to get overlooked Futility analysis in Q1 then finish patient enrollment in Q3 Big idea = expanding PD-1 benefit to ALL expression levels (especially low to none) with no added tox $IMMP (NP) Logical bolt-on for $MRK and other PD-1 players (complementary MOA no added tox) How much more data is needed to convince them of efti's ability to target white space In HNSCC ((CPS1) showed nearly 7-month OS benefit vs cetuximab + chemo +6.3 month vs PD1/chemo https://t.co/oskXxin21F $IMMP (NP) Logical bolt-on"  
[X Link](https://x.com/jfais20/status/2019768849587937638)  2026-02-06T13:43Z 11.5K followers, [----] engagements


"@MBbiotech We need more success stories fewer blow-ups. Otherwise supply demand"  
[X Link](https://x.com/jfais20/status/2020239969412108583)  2026-02-07T20:55Z 11.4K followers, [---] engagements


"$HIMS CEO calls blatantly violating IP law "ruffling some feathers" 🍿🍿 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: affordable proactive personalized. When we start hard conversations we expect"  
[X Link](https://x.com/jfais20/status/2020640364475076641)  2026-02-08T23:26Z 11.5K followers, 12.2K engagements


"$HIMS CEO selling to retail (both his stock & the story)"  
[X Link](https://x.com/jfais20/status/2020667255139275053)  2026-02-09T01:13Z 11.5K followers, [----] engagements


"Definitely get the point (most founders sell stock for a variety of reasons) Keep in mind I have no dog in the $HIMS fight (just don't like seeing newbies suckered into it) Reminds me of $DNA (for which I got a lot of flak)now down 98% from ATH & -90% from [----] highs GLTA 🙂 @grok @jfais20 Thanks @grok accounts like @jfais20 like to paint a narrative that @AndrewDudum selling his equity is somehow a nefarious plot. Do these arguments hold any merit @grok @jfais20 Thanks @grok accounts like @jfais20 like to paint a narrative that @AndrewDudum selling his equity is somehow a nefarious plot. Do"  
[X Link](https://x.com/jfais20/status/2020848788110286892)  2026-02-09T13:14Z 11.5K followers, [----] engagements


"@HimsHersComms Translation: buying more time for $HIMS CEO to sell more stock This narrative (right or wrong) could be easily countered if @AndrewDudum bought shares back for a change (& not a token amount)"  
[X Link](https://x.com/jfais20/status/2020860622976499781)  2026-02-09T14:01Z 11.5K followers, 10.7K engagements


"Discussions in Chat off to a good start $XBI We were reminded the share of profitable biotech companies will double by [----] (tailwind for the area I invest in given portfolio split is generally 80% commercial/ 20% clinical) Other tickers of note $FBIO $KPTI $NUVB $KALV $CTMX"  
[X Link](https://x.com/jfais20/status/2020950387558056372)  2026-02-09T19:58Z 11.5K followers, [----] engagements


"Great little trick for tough markets (or the good days where don't want gains going to your head) Grab your favorite view & do the same from time to time 👍 One week left to enjoy this view Start most days with ☕ on the deck (reminded that the river doesn't care what's going on in the market) https://t.co/d2QrYctLAr One week left to enjoy this view Start most days with ☕ on the deck (reminded that the river doesn't care what's going on in the market) https://t.co/d2QrYctLAr"  
[X Link](https://x.com/jfais20/status/2021024565229756613)  2026-02-10T00:52Z 11.5K followers, [----] engagements


"$INCY highlights strong uptake of Niktimvo in Q4 report (already over $200M annual rev run rate) $SNDX +22% vs Q3 (acceleration continues)"  
[X Link](https://x.com/jfais20/status/2021203837059727846)  2026-02-10T12:45Z 11.5K followers, [----] engagements


"In the non-biotech world $SPAI quite interesting (if on the speculative side) AI Defense play with 42% insider ownership & clean cap structure Thesis=wide-scale adoption of its AI-image analysis tech $4B partner $ONDS invested in them late twice last year also buying back shares https://twitter.com/i/web/status/2021233291274199335 https://twitter.com/i/web/status/2021233291274199335"  
[X Link](https://x.com/jfais20/status/2021233291274199335)  2026-02-10T14:42Z 11.5K followers, [----] engagements


"Feeling just a tad of FOMO= we've been here before 🤝 Take a breath think through next [--] potential entries/adds on radar (pros & cons of each) Prioritize based on r/r actionability mgmt execution etc Pull the trigger ONLY when ready Remember markets will always be there"  
[X Link](https://x.com/jfais20/status/2021318744622924121)  2026-02-10T20:21Z 11.5K followers, [----] engagements


"$SNDX $LQDA Never know what Lou and the gang will throw at me 😂 (several other holdings certainly not going according to plan so far)"  
[X Link](https://x.com/jfais20/status/2021568936081244459)  2026-02-11T12:56Z 11.5K followers, [----] engagements


"$MRNA (NP) FDA unpredictability continues with RTF for mRNA-1010 seasonal influenza vaccine despite crossing its T's and dotting the i's: -Used Priority Review Voucher -Followed FDA's April [----] guidance on standard dose comparator -Included data from separate phase [--] comparing vs high-dose Casualties abound $ATRA $REPL $RGNX $QURE And the fallout continues to push investors away from biotech & discourage innovation @DrMakaryFDA @VPrasadMDMPH https://twitter.com/i/web/status/2021572710808092788 https://twitter.com/i/web/status/2021572710808092788"  
[X Link](https://x.com/jfais20/status/2021572710808092788)  2026-02-11T13:11Z 11.5K followers, [----] engagements


"$SNDX- I wanted to take partial profits just to move $$ around (currently +127% gain) but even here can't justify it (selling) at $1.4B EV Too cheap for 50% split of Niktimvo (eventual blockbuster as moves up to 1L GvHD and then IPF) and Revuforj (targeting blockbuster opportunity in r/r AML alone and now moving frontline studies forward) $SNDX- JPM notes what you waiting for $INCY https://t.co/g8g4ow7A5H $SNDX- JPM notes what you waiting for $INCY https://t.co/g8g4ow7A5H"  
[X Link](https://x.com/jfais20/status/2021620984667607283)  2026-02-11T16:22Z 11.5K followers, [----] engagements


"@Anders_Research More the feeling of "hurry up and do something" vs holding patiently and letting thesis play out Prefer to let Q4 reports roll in and wherever I take licks it's probably because I deserved it. Always have Playbook (pre-vetted) setups on radar ready to rotate into if $ free up"  
[X Link](https://x.com/jfais20/status/2021666996887134668)  2026-02-11T19:25Z 11.5K followers, [---] engagements


"More cases knocked- cheers all 🤝 Misin cumplida con Eric y sus estudios 🎗🙏 #LuchaContraElCancerInfantil https://t.co/CdDzRV3d31 Misin cumplida con Eric y sus estudios 🎗🙏 #LuchaContraElCancerInfantil https://t.co/CdDzRV3d31"  
[X Link](https://x.com/jfais20/status/2021682128493088953)  2026-02-11T20:25Z 11.5K followers, [---] engagements


"More on the waiting list including one who needs radiotherapy we'll get there #motivation"  
[X Link](https://x.com/jfais20/status/2021683297126855100)  2026-02-11T20:30Z 11.5K followers, [---] engagements


"Ran into @SteveAytch1 at Starbucks again- gave me a great little diagnostic I wrote down When people come to him trying to troubleshoot where they're getting it wrong he responds: Send me your [--] best trades last year Send me your [--] worst trades from last year Not a replacement for full review but certainly cuts to the quick. Thanks Steve 🤝 Power went out at my house so I had to go to Starbucks (break from normal routine) Enjoyed connecting w/ biotech options trader at table next to me (he was having a field day with $JNCE) Shared a laugh on life's twists & turns (he was a pilot prior I was a"  
[X Link](https://x.com/jfais20/status/2022050819386839413)  2026-02-12T20:50Z 11.5K followers, [---] engagements


"$ANNX- Osmium's afternoon update in Chat $ANNX (NP) $AVTE (NP) Osmium's initial take https://t.co/97sUNO3y7Z $ANNX (NP) $AVTE (NP) Osmium's initial take https://t.co/97sUNO3y7Z"  
[X Link](https://x.com/jfais20/status/2008310455589044656)  2026-01-05T22:51Z 11.5K followers, [----] engagements


"$CLYM- Across The Biotech Universe: Climb Bio https://seekingalpha.com/instablog/440063-jonathan-faison/6244771-across-the-biotech-universe-clymsource=tweet https://seekingalpha.com/instablog/440063-jonathan-faison/6244771-across-the-biotech-universe-clymsource=tweet"  
[X Link](https://x.com/jfais20/status/2008546288279974363)  2026-01-06T14:28Z 11.5K followers, [----] engagements


"@FWCStocks Osmium in our chat has been very high on $annx (thinks GA program overlooked)"  
[X Link](https://x.com/jfais20/status/2011255605605122309)  2026-01-14T01:54Z 11.5K followers, [---] engagements


"Speaking of missed binaries $WVE $CRVS As well as blow-ups or stocks that ran without us (seeing $GLUE & $ERAS among those currently discussed in Chat) Was one reason I recorded video below (too many ppl being too hard on themselves vs simply live & learn apply going forward) Coach vs Critic: Adopting a Positive Mindset https://t.co/rkasOZbs84 A few people come to mind in my DMs that get overly down on themselves negative thoughts spiraling when trades don't go their way Or when make mistakes too hard on themselves and make things worse (one of Coach vs Critic: Adopting a Positive Mindset"  
[X Link](https://x.com/jfais20/status/2014089854443810901)  2026-01-21T21:36Z 11.5K followers, [----] engagements


"$ZBIO $1M CEO purchase $ZBIO Across The Biotech Universe: Zenas Biopharma -60% haircut on "successful" P3 data in IgG4-RD (competing on convenience & safety) -RMS indication more competitive readout next year -Cheap valuation BTK kicker but too much of a dice roll for me https://t.co/mFkR7iunUx $ZBIO Across The Biotech Universe: Zenas Biopharma -60% haircut on "successful" P3 data in IgG4-RD (competing on convenience & safety) -RMS indication more competitive readout next year -Cheap valuation BTK kicker but too much of a dice roll for me https://t.co/mFkR7iunUx"  
[X Link](https://x.com/jfais20/status/2019146009159356481)  2026-02-04T20:28Z 11.5K followers, [----] engagements


"Good one for those who are struggling: "I'd never naturally been any good at anything So I've had to pretty much work at anything I've become competent at I usually have to spend a lot of effort to get there" - Dmitry Balyasny Founder of Balyasny Asset Management ($30B AUM) Full episode now on X: My conversation with Dmitry Balyasny founder and Chief Investment Officer of Balyasny Asset Management one of the most successful and disciplined multi-manager hedge funds of the last two decades. I sat down with Dmitry to talk about his journey from a https://t.co/KkuUjoH639 Full episode now on X:"  
[X Link](https://x.com/jfais20/status/2020169772462403817)  2026-02-07T16:16Z 11.5K followers, [----] engagements


"$INCY- down on Q4 report but had a nice run now sports $20B+ valuation $3.6B cash on the balance sheet.if only there were a mid-size acquisition they could make advantageously using said stock + cash 🤔 On Q4 CC calls NIktimvo its "largest absolute growth contributor" $SNDX"  
[X Link](https://x.com/jfais20/status/2021263612505891204)  2026-02-10T16:42Z 11.5K followers, [----] engagements


"@Jonk87 Smart"  
[X Link](https://x.com/jfais20/status/2022099325615321091)  2026-02-13T00:03Z 11.5K followers, [--] engagements


"$HROW (L) Imprimis overhang cleared exiting California (mere $157k fine). Branded business unaffected Reaffirmed FY [----] guidance $270M to $280M (bears were expecting a miss) Vevye salesforce on track to double (from [--] to 100) by Memorial Day can only imagine what adding fuel to the fire will do in penetrating the lucrative dry eye market (already 10.5% share at end of Q3 per IQVIA and PhilRx data) Sullivan promoted to CFO aligned equity incentives (vest upon $230M branded revenue in a calendar QUARTER) MELT-300 NDA on track to be filed 1H 27"  
[X Link](https://x.com/jfais20/status/2018311201885753831)  2026-02-02T13:11Z 11.5K followers, [----] engagements


"$TRIL our favorite chart pattern😉- $10 break today $TRIL I see investors complain about vague updates but sometimes I'm pretty sure CEO Skvarka plays cards close to chest intentionally as negotiations take place behind the scenes and one day we wake up to buyout $TRIL I see investors complain about vague updates but sometimes I'm pretty sure CEO Skvarka plays cards close to chest intentionally as negotiations take place behind the scenes and one day we wake up to buyout"  
[X Link](https://x.com/jfais20/status/1295361420444553222)  2020-08-17T14:06Z 11.5K followers, [--] engagements


"$CLYM- initial phase [--] pMN data 2H [--] initial readouts across all budoprutug and CLYM116 studies ($90M EV in writeup interesting vs comps) $CLYM- Across The Biotech Universe: Climb Bio https://t.co/PGPcWKP5TW $CLYM- Across The Biotech Universe: Climb Bio https://t.co/PGPcWKP5TW"  
[X Link](https://x.com/jfais20/status/2009248623318475126)  2026-01-08T12:59Z 11.5K followers, [----] engagements


"Weekly Recap is out (taking longer b/c we have so many great discussions) $XBI Quite a few ideas pitched $GLUE $ALKS $LRMR $AVBP $VIR among others Ongoing debate on optimal ways to diversify away from US assets in Non-Biotech Chat [--] videos & [--] articles (2 public $BHVN $HROW)"  
[X Link](https://x.com/jfais20/status/2015169245236154445)  2026-01-24T21:06Z 11.5K followers, [----] engagements


"$XBI $IBB Coffee at the Close: January 23rd *Time Stamps now included going forward 👍 $ANNX- the segment from minutes [--] to [--] is quite eye-opening (Osmium's regulatory experience combined with GBS patient story) $CRVS- 50:35 rather than being overvalued on phase [--] data @JoseRestonVA uses $APGE as an example of $CRVS actually having higher upside from here Other honorable mentions: $HROW $GUTS $CTMX $FBIO $IOVA https://youtu.be/D3K0lk_o47Msi=ZkGNDbYlZbnnHhY9 https://youtu.be/D3K0lk_o47Msi=ZkGNDbYlZbnnHhY9"  
[X Link](https://x.com/jfais20/status/2015769845657215082)  2026-01-26T12:52Z 11.5K followers, [----] engagements


"$STTK (NP) $700MC (fully diluted) $550M EV (with warrants exercised) Running up into Q2 data for SL-325 (first DR3 blocking antibody in clinic) Big idea = they can achieve more potent & durable blockade vs competitors solely pursuing TL1A (Roche $ROIV $7B comp comes to mind)"  
[X Link](https://x.com/jfais20/status/2016526592084750609)  2026-01-28T14:59Z 11.5K followers, [----] engagements


"$TARS- didn't realize it'd pulled back this much back on DD list to revisit $TARS (NP) Final trade summary https://t.co/lanGMyBhu8 $TARS (NP) Final trade summary https://t.co/lanGMyBhu8"  
[X Link](https://x.com/jfais20/status/2016667606984298512)  2026-01-29T00:20Z 11.5K followers, [----] engagements


"Late start on our Weekly Recap $XBI $PLX- a Chat favorite & "Black Sheep of Biotech" + EMA opinion for more convenient dosing regimen of Elfabrio in Fabry $CTMX in focus with with EpCAM update 1H [--] $CRVS- several members using pullback to add (just the beginning for ITK)"  
[X Link](https://x.com/jfais20/status/2017600144439394760)  2026-01-31T14:05Z 11.5K followers, [----] engagements


"4 biotech IPOs last week raising close to $1B. sign the $XBI is ready for a breather"  
[X Link](https://x.com/jfais20/status/2020226289416942008)  2026-02-07T20:00Z 11.5K followers, [----] engagements


"Started my German lessons @RNAiAnalyst (via DuoLingo & Langua AI tutor) Figure it's a good habit to stack anyway (15-30 min/day the goal going forward) Been meaning to for a while given potential LT benefits (neuroplasticity increased cognitive reserve etc) Wish me luck After a month in Germany the little guy already has [--] girlfriends at school all of which are convinced he'll marry them 😂 After a month in Germany the little guy already has [--] girlfriends at school all of which are convinced he'll marry them 😂"  
[X Link](https://x.com/jfais20/status/2021203992760476027)  2026-02-10T12:45Z 11.5K followers, [----] engagements


"Ahead of Q4 reports across the biotech sector $XBI Reminder that not all "sell the news" reactions are created equal but some can provide great entry points in high-quality names (important to prepare ahead of time) $HROW selloff to low $30's on Q2 report was a great example"  
[X Link](https://x.com/jfais20/status/2021327268996345860)  2026-02-10T20:55Z 11.5K followers, [----] engagements


"$ACRS has come back down from the $CRVS data pop $250M EV cheap way to play ITK if early-stage is your wheelhouse (TLSP kicker multiple MOAs to participate in AD)"  
[X Link](https://x.com/jfais20/status/2021697263894929629)  2026-02-11T21:26Z 11.5K followers, [----] engagements


"@semodough Yep lacks a sales growth component as well as downside cushion (2 elements I need for entry re selection criteria)"  
[X Link](https://x.com/jfais20/status/2022087389922177419)  2026-02-12T23:16Z 11.5K followers, [---] engagements


"For those following want each of you to experience success this year (life and investing) If I post bear/skeptic case for a stock you like & own it's meant to add value (not attack) Is the appropriate response to engage in respectful dialogue OR block & surround yourself only with people who agree with you ("confirmation bias") Want to see everyone on here profit LT & find the niche that works best for you (esp newbies starting out & hopefully not going through the rollercoaster ride I did) My two cents to start the day"  
[X Link](https://x.com/jfais20/status/1759568073290342876)  2024-02-19T13:18Z 11.5K followers, 10.5K engagements


"Biggest red (trailing twelve months) - $KURA $RPTX $TCRX $IOVA $ACRV $NUVB $RCKT $IDYA Biggest green - $DCTH $RYTM $TARS $ARQT $ASND"  
[X Link](https://x.com/jfais20/status/1940901070605373806)  2025-07-03T22:30Z 11.5K followers, 11.9K engagements


"$MPLT- quite an intriguing if early-stage pipeline at $600M EV @JoseRestonVA"  
[X Link](https://x.com/jfais20/status/2009376128029409571)  2026-01-08T21:26Z 11.5K followers, [----] engagements


"$SNDX- JPM notes what you waiting for $INCY"  
[X Link](https://x.com/jfais20/status/2011069855206948895)  2026-01-13T13:36Z 11.5K followers, [----] engagements


"Sorry the above link not working for some reason here's each of the first [--] posts (would like to continue with new names throughout the year 👍): $XENE- $SPRB- $ZBIO- $CLYM- See if that works now @Biotech2k1 @lfholt https://seekingalpha.com/instablog/440063-jonathan-faison/6244771-across-the-biotech-universe-clymsource=tweet https://seekingalpha.com/instablog/440063-jonathan-faison/6244508-across-the-biotech-universe-zbiosource=tweet https://seekingalpha.com/instablog/440063-jonathan-faison/6242897-across-the-biotech-universe-sprbsource=tweet"  
[X Link](https://x.com/jfais20/status/2011592626990952733)  2026-01-15T00:13Z 11.5K followers, [----] engagements


"$XBI $IBB Good one to keep in mind when you wake up to the inevitable biotech blow-up: In life we cannot always control the first arrow- the bad thing that happens. However the second arrow is our reaction to the bad thing and that second arrow is optional. - The Buddha"  
[X Link](https://x.com/jfais20/status/2013983285009854796)  2026-01-21T14:33Z 11.5K followers, [----] engagements


"$XBI $IBB With so many drug launches going well lately people forgetting that some can be a bust Why I often wait for initial metrics to derisk before considering entry"  
[X Link](https://x.com/jfais20/status/2016238480142020817)  2026-01-27T19:54Z 11.5K followers, [----] engagements


"These $xbi pullbacks= prioritize names that are firing on all cylinders No need to get fancy"  
[X Link](https://x.com/jfais20/status/2017322210814206384)  2026-01-30T19:41Z 11.5K followers, [----] engagements


"Only Tuesday and already some good discussions cooking in Chat: -How does $NKTR benefit from OX-40 failures potential to take a slice of 1st line too -More points made on $SLNO after my blog post reminder it's trading at only 10x earning with 100% growth -In non-bio channel $CEPT & other tokenization plays https://twitter.com/i/web/status/2018829246483804440 https://twitter.com/i/web/status/2018829246483804440"  
[X Link](https://x.com/jfais20/status/2018829246483804440)  2026-02-03T23:29Z 11.5K followers, [----] engagements


"Enjoyed returning to @LouBasenese's The Big Skinny Like that he's bringing more eyeballs to biotech $XBI Notes there's more funding coming from all directions and highlights pharma patent cliffs especially $BMY $NVS $SNY $MRK My segment minutes [--] to [--] $LQDA $SNDX $KURA https://twitter.com/i/web/status/2021213672815640995 https://www.youtube.com/live/XtQiWruXzpo https://twitter.com/i/web/status/2021213672815640995 https://www.youtube.com/live/XtQiWruXzpo"  
[X Link](https://x.com/jfais20/status/2021213672815640995)  2026-02-10T13:24Z 11.5K followers, [----] engagements


"$NVCR +30% AH on Optune Pax approval in pancreatic cancer OS improvement of just [--] months vs gem/nab-pac alone but 6-month extension in time to pain progression likely appreciated by docs & patients (positive trends for fatigue emotional function global health status etc) $NVCR- at $900M EV a potential max pessimism idea https://t.co/8W9IcKqoJo $NVCR- at $900M EV a potential max pessimism idea https://t.co/8W9IcKqoJo"  
[X Link](https://x.com/jfais20/status/2021742450335678685)  2026-02-12T00:25Z 11.5K followers, [----] engagements


"$SPRY getting down to DD territory again (few names still ahead of in queue though)"  
[X Link](https://x.com/jfais20/status/2021961357097415010)  2026-02-12T14:55Z 11.5K followers, [----] engagements


"$RZLT (NP) Ersodetug failed to achieve stat sig in P3 for CHI BUT still showed reductions hypoglycemia events by self-monitored blood glucose & did show stat sig reduction in hypoglycemia time by CGM All [--] patients who completed study chose to continue in OLE & some children were able to stop taking standard therapies🤔 Company is "undertaking extensive analysis of results" in preparation for FDA meeting under BTD P3 data for upLIFT study in Tumor HI expected 2H [--] (75% of patients in EAP achieved complete discontinuation of TPN) Current status:"  
[X Link](https://x.com/jfais20/status/2022064579585450194)  2026-02-12T21:45Z 11.5K followers, [----] engagements


"$CHRS raising $50M ahead of a data-heavy year"  
[X Link](https://x.com/jfais20/status/2022289923366097032)  2026-02-13T12:41Z 11.5K followers, [----] engagements


"$CRSP- guess who also has their ATCs in place $IOVA $CRSP Casgevy flywheel starting to move now that all ATCs have been onboarded. https://t.co/QXhNmZc38P $CRSP Casgevy flywheel starting to move now that all ATCs have been onboarded. https://t.co/QXhNmZc38P"  
[X Link](https://x.com/jfais20/status/2022356837157552150)  2026-02-13T17:06Z 11.5K followers, [----] engagements


"$XBI We call this "The @VPrasadMDMPH Effect" Will reverse course just as soon as he does (or fired) Either are acceptable options (former more likely even if on a few names just for PR wins)"  
[X Link](https://x.com/jfais20/status/2022407077789061161)  2026-02-13T20:26Z 11.5K followers, [----] engagements


"Still think this is a bad idea (will fuel FOMO even more) Less is more for investors but middlemen want you to trade as much as possible (brokers scalpers etc)"  
[X Link](https://x.com/jfais20/status/2022753898851693018)  2026-02-14T19:24Z 11.5K followers, [---] engagements


"Fun part about these biotech universe blog posts (should be no paywall are just my chicken-scratch notes) Is that a few of these names could qualify for the Core Biotech portfolio at some point in the future such as: $XENE if positive P3 "sell the news" or initial stages of focal epilepsy launch $SPRB- am skeptical of market opportunity in short term in MPS IIB but should open up as presence of ERT increases diagnosis rates (usual route for rare disease). Thus wait for initial launch disappointment then reconsider $ZBIO Know everyone making fun of it because IgG4-RD results (competitor"  
[X Link](https://x.com/jfais20/status/2011585393712304358)  2026-01-14T23:45Z 11.5K followers, [----] engagements


"$SLNO- one of those names I'd love to see bought out simply b/c so many bears & people that hate the drug (good for $XBI remind shorts the r/r isn't there) $SLNO all time highs in short interest https://t.co/Ub7yGPMO4X $SLNO all time highs in short interest https://t.co/Ub7yGPMO4X"  
[X Link](https://x.com/jfais20/status/2016880975834161369)  2026-01-29T14:27Z 11.5K followers, 11K engagements


"Yesterday I listened to STAT's The Readout Loud podcast episode appropriately titled "The high stakes for Huntington's patients". $QURE Patient advocate Lauren Holder provides her point of view unique because she took care of her father (a Huntington's patient) and she herself has HD & is already manifesting early cognitive symptoms. The Huntington community is understandably upset with the FDA's reversal on path forward for UniQure's gene therapy AMT-130. She reminds us that if you see an HD patient you've seen an N of [--] (each person can have different manifestations on both the cognitive"  
[X Link](https://x.com/anyuser/status/2017225399592210439)  2026-01-30T13:16Z 11.5K followers, 20.2K engagements


"$HROW (L) From Weekly Recap"  
[X Link](https://x.com/jfais20/status/2020129581940760863)  2026-02-07T13:36Z 11.5K followers, [----] engagements


"$STRO $110M secondary (equal to market cap echoes of $TRIL back in the day). Coupled with moving up initial data for their next-gen tissue factor-targeting exatecan ADC= multiple green flags (should be a good readout) $STRO (NP) $140M MC $20M EV Surprised to see this struggling ADC developer more than double from April lows Perhaps the market is bullish on their next-gen tissue factor-targeting exatecan program Company moved initial data up to midyear (to rapidly identify RP2D & "early https://t.co/KkjL0gsStj $STRO (NP) $140M MC $20M EV Surprised to see this struggling ADC developer more than"  
[X Link](https://x.com/jfais20/status/2021203010135962017)  2026-02-10T12:42Z 11.5K followers, [----] engagements


"Feel like $VRTX will do biotech investors & $XBI on the whole a solid in coming years in terms of BD $ALPN for $4.9B in cash was back in April [----] Since then it's been crickets mainly license deals such as recent preclinical trispecific T cell engager from WuXi Biologics"  
[X Link](https://x.com/jfais20/status/2022298605520932943)  2026-02-13T13:15Z 11.5K followers, [----] engagements


"$VKTX is a cheap call option on the obesity space for the right pharma at just $2.7B EV $NVO seeing big demand for its GLP Pill. Makes the $VKTX story even better given its efficacy. Can't imagine the buyout offers aren't mounting here. $NVO seeing big demand for its GLP Pill. Makes the $VKTX story even better given its efficacy. Can't imagine the buyout offers aren't mounting here"  
[X Link](https://x.com/jfais20/status/2022797325349826694)  2026-02-14T22:17Z 11.5K followers, [----] engagements

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