#  @keisan_15 Kさん Kさん posts on X about $rvmd, $mrk, guess, china the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::894947082196353024/interactions)  - [--] Week [-------] +1,210% - [--] Month [-------] +1,368% - [--] Months [-------] +2,814% - [--] Year [-------] +42,126% ### Mentions: [--] [#](/creator/twitter::894947082196353024/posts_active)  - [--] Week [--] +19% - [--] Month [---] +137% - [--] Months [---] +435% - [--] Year [---] +2,820% ### Followers: [---] [#](/creator/twitter::894947082196353024/followers)  - [--] Week [---] +3.80% - [--] Month [---] +37% - [--] Months [---] +242% - [--] Year [---] +1,540% ### CreatorRank: [-------] [#](/creator/twitter::894947082196353024/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 33% [finance](/list/finance) 17% [countries](/list/countries) 10% [technology brands](/list/technology-brands) 4% [travel destinations](/list/travel-destinations) 3% [social networks](/list/social-networks) 3% [fashion brands](/list/fashion-brands) 1% [celebrities](/list/celebrities) 1% [currencies](/list/currencies) 1% **Social topic influence** [$rvmd](/topic/$rvmd) #3, [$mrk](/topic/$mrk) #65, [guess](/topic/guess) 5%, [china](/topic/china) 5%, [if you](/topic/if-you) 4%, [$sdgr](/topic/$sdgr) 4%, [$ocul](/topic/$ocul) #7, [tariffs](/topic/tariffs) #1718, [data](/topic/data) #2132, [$tngx](/topic/$tngx) 3% **Top accounts mentioned or mentioned by** [@bananaoncology](/creator/undefined) [@baldingsworld](/creator/undefined) [@richiekennedy11](/creator/undefined) [@favelaoverlord](/creator/undefined) [@avidresearch](/creator/undefined) [@vulpescap](/creator/undefined) [@seedy19tron](/creator/undefined) [@houndcl](/creator/undefined) [@authorgfallen](/creator/undefined) [@ptbrennan11](/creator/undefined) [@grok](/creator/undefined) [@fwcstocks](/creator/undefined) [@darko31414](/creator/undefined) [@lymanstoneky](/creator/undefined) [@palmerluckey](/creator/undefined) [@beffjezos](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@mcgillmd921](/creator/undefined) [@douthatnyt](/creator/undefined) [@steffenfrolund](/creator/undefined) **Top assets mentioned** [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Schrodinger, Inc. (SDGR)](/topic/$sdgr) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Abivax SA (ABVX)](/topic/$abvx) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Intuit Inc. (INTU)](/topic/$intu) [Tempus AI, Inc. (TEM)](/topic/$tem) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [GitLab Inc. (GTLB)](/topic/$gtlb) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Moderna Inc (MRNA)](/topic/$mrna) [Immix Biopharma, Inc. (IMMX)](/topic/$immx) ### Top Social Posts Top posts by engagements in the last [--] hours "$OCUL added 24k sq ft of leased property for their new headquarters on Jan 1st. Getting ready for good times" [X Link](https://x.com/keisan_15/status/2019398949585711554) 2026-02-05T13:13Z [---] followers, [----] engagements "Only 20% of the tariffs have been passed through to the consumer. That tells me companies have a lot of room to maneuver financially to maintain share (i.e. a lot of profit to give)" [X Link](https://x.com/keisan_15/status/2021572975175086518) 2026-02-11T13:12Z [---] followers, [--] engagements "$RVMD Guggenheim chat: - OS is the bar for RASolute [---] readout in 2L PDAC - Zoldonrasib displays great tolerability highlighting combo potential. - Very happy with no partnership for full economic capture - More RM-055 data later and expects trial initiation this year" [X Link](https://x.com/keisan_15/status/2021615575600951364) 2026-02-11T16:01Z [---] followers, [---] engagements "The software sell-off and re-rating is just brutal. If you think $SDGR's software business persists and doesn't get disrupted by AI etc this seems cheap. It could go even lower. Same story all over some for good reasons some not" [X Link](https://x.com/keisan_15/status/2021680486897139887) 2026-02-11T20:19Z [---] followers, [---] engagements "call me crazy but i don't think a lot of individual accountants small business owners etc are going to be giving up their tax software for a vibe coded solution. $INTU" [X Link](https://x.com/keisan_15/status/2022014052814475378) 2026-02-12T18:24Z [---] followers, [--] engagements "$OCUL Announcing topline data on Tues" [X Link](https://x.com/keisan_15/status/2022431343842656676) 2026-02-13T22:03Z [---] followers, [----] engagements "$TEM bought more $PSNL in November and December" [X Link](https://x.com/keisan_15/status/2022438734180860100) 2026-02-13T22:32Z [---] followers, [---] engagements "Bought $SDGR today. High-margin software platform already in use by a lot of customers and growing + a clinical pipeline. Current equity value underprices the standalone software segment so you are essentially getting the clinical pipeline as a free call option. Interesting" [X Link](https://x.com/keisan_15/status/2009659105892520201) 2026-01-09T16:10Z [---] followers, [---] engagements "$SDGR https://ir.schrodinger.com/press-releases/news-details/2026/Schrdinger-Provides-Update-on-Progress-Across-the-Business-and-Outlines-2026-Strategic-Priorities/default.aspx https://ir.schrodinger.com/press-releases/news-details/2026/Schrdinger-Provides-Update-on-Progress-Across-the-Business-and-Outlines-2026-Strategic-Priorities/default.aspx" [X Link](https://x.com/keisan_15/status/2010708155974488556) 2026-01-12T13:39Z [---] followers, [---] engagements "$GUTS failure removes one competitor from the post-GLP maint. scene. Different mechanism entirely so leaves the field more open to INHBE. $WVE $ARWR" [X Link](https://x.com/keisan_15/status/2016854874068034018) 2026-01-29T12:44Z [---] followers, [----] engagements "A red day a sword day: I'm starting to realize $SDGR might be suffering from the same software overhang a lot of other companies are suffering from. Maybe. Down 20+% since my purchase. Need to be more price-disciplined. Value plays are tough in this market" [X Link](https://x.com/keisan_15/status/2016947219958534536) 2026-01-29T18:51Z [---] followers, [---] engagements "Man that Spanish study "curing" pancreatic cancer in rats really hit the algo. It's everywhere. And $RVMD's daraxonrasib was one of the drugs used. Can't wait to see how RM-055 does" [X Link](https://x.com/keisan_15/status/2017223887260414166) 2026-01-30T13:10Z [---] followers, [---] engagements "Closed $SDGR. I have tolerance for pain but I think it's unfortunately suffering a re-rating / multiple compression scenario that will take time to overcome if at all. Can buy in a few months at a lower price point and with earnings to validate. But value is hard in this market" [X Link](https://x.com/keisan_15/status/2017256172852507013) 2026-01-30T15:18Z [---] followers, [---] engagements "@Vulpescap @seedy19tron @FWCStocks Got over your worries about the GI tox" [X Link](https://x.com/keisan_15/status/2017329607762997406) 2026-01-30T20:10Z [---] followers, [---] engagements "JPM raises $RVMD PT to $122. Slowly but surely.next batch of readouts can't come soon enough" [X Link](https://x.com/keisan_15/status/2018384565228785906) 2026-02-02T18:02Z [---] followers, [---] engagements ""KOL oncologist expects to use daraxonrasib in 1L even if initially approved in 2L with minimal payer pushback.we think this supports and may even suggest upside to our daraxonrasib estimates (2034 $4.5B in PDAC) as off-label 1L use could pull revenues forward" - RBC $RVMD" [X Link](https://x.com/keisan_15/status/2018423472796442967) 2026-02-02T20:37Z [---] followers, [----] engagements "@Banana_Oncology @seedy19tron @houndcl What's your take on increased potency here relative to toxicity etc. I'm pretty neutral; it doesn't seem clear to me that these are in any way better than [----]. ERAS claims greater selectivity but that remains to be seen. ANL's might just be more toxic" [X Link](https://x.com/keisan_15/status/2018679581054496815) 2026-02-03T13:34Z [---] followers, [---] engagements "Finally more content: $TNGX CEO to participate in a fireside chat at the Guggenheim Emerging Outlook: Biotech Summit [----] on Thursday February [--] [----] at 2:00 PM EST. Webcast will be available" [X Link](https://x.com/keisan_15/status/2018703873888661696) 2026-02-03T15:11Z [---] followers, [---] engagements "Guess I need to watch this: $GTLB https://ir.gitlab.com/news/news-details/2026/GitLab-to-Host-GitLab-Transcend-Global-Virtual-Event-on-Feb--10-2026/default.aspx https://ir.gitlab.com/news/news-details/2026/GitLab-to-Host-GitLab-Transcend-Global-Virtual-Event-on-Feb--10-2026/default.aspx" [X Link](https://x.com/keisan_15/status/2018793516839879037) 2026-02-03T21:07Z [---] followers, [---] engagements "Not gonna believe this but a $MRK jet landed in Paris yesterday. $ABVX bidding war anyone 🤡" [X Link](https://x.com/keisan_15/status/2018837619442925702) 2026-02-04T00:02Z [---] followers, 22.9K engagements "Oh yay $RVMD will also be at the Guggenheim Biotech Summit so add that to the TNGX presentation already happening. Probably nothing new but never hurts to listen in" [X Link](https://x.com/keisan_15/status/2019155657308467221) 2026-02-04T21:06Z [---] followers, [---] engagements "@darko31414 @lymanstoneky I know where Diego Garcia is and it's not near Mauritius" [X Link](https://x.com/keisan_15/status/2019778178667917396) 2026-02-06T14:20Z [---] followers, [--] engagements "@PalmerLuckey @beffjezos Will we ever get modular mass-produced or 3d printed-esque navy designs I feel like we need some sort of revolution in shipbuilding to catch-up though maybe its too hard and we just need to re-learn and go down the traditional cost curve" [X Link](https://x.com/keisan_15/status/2020497587313484005) 2026-02-08T13:58Z [---] followers, [--] engagements "@AuthorGFAllen Is there a way to read a sample Like the first chapter" [X Link](https://x.com/keisan_15/status/2020528785599222022) 2026-02-08T16:02Z [---] followers, [--] engagements "@adamfeuerstein $MRK actually bought $ABVX.or is it $RVMD from outside 😬" [X Link](https://x.com/keisan_15/status/2020681848192434403) 2026-02-09T02:11Z [---] followers, [----] engagements "@BaldingsWorld hope you got a zojirushi" [X Link](https://x.com/keisan_15/status/2020923116185088154) 2026-02-09T18:09Z [---] followers, [---] engagements "@RichieKennedy11 @ptbrennan11 The practice of royalty stripping and paying the Irish rate on US profits remains alive and well and in heavy use by many multinationals" [X Link](https://x.com/keisan_15/status/2021709832948982000) 2026-02-11T22:16Z [---] followers, [--] engagements "@RichieKennedy11 @ptbrennan11 They go to the Irish Revenue Commission. Glad to solve this" [X Link](https://x.com/keisan_15/status/2021717972688023927) 2026-02-11T22:48Z [---] followers, [--] engagements "@favelaoverlord We do have a crisis and GLPs are great and needed but if you are able and have the discipline I would always recommend natural weight-loss over them. That said some great newer stuff is coming" [X Link](https://x.com/keisan_15/status/2021739436674101259) 2026-02-12T00:13Z [---] followers, [---] engagements "Deep Track Capital sold 100% of its holdings in $PALI. Hm" [X Link](https://x.com/keisan_15/status/2022314086374035732) 2026-02-13T14:17Z [---] followers, [---] engagements "It also tells me tariffs should be here to stay long-term both as industrial policy and as needed revenue generation for our fiscally idiotic government" [X Link](https://x.com/keisan_15/status/2021573539359338957) 2026-02-11T13:14Z [---] followers, [--] engagements "Better-than-expect job numbers. Some people are in shambles today" [X Link](https://x.com/keisan_15/status/2021579098967973899) 2026-02-11T13:36Z [---] followers, [--] engagements "I don't think its necessarily a good thing for the country that job growth has been largely led by gains in healthcare. I understand the structural need with an aging society but still feels like a bit skewed. Something wrong with the system" [X Link](https://x.com/keisan_15/status/2021673698890006880) 2026-02-11T19:52Z [---] followers, [--] engagements "$TNGX Guggenheim: - Launching Vopi 2L PDAC pivotal P3 trial more mono data later this year - Trial will be global to help with recruitment expects $RVMD approval in 2L PDAC this year () - Vopo+RAS combo trial enrolling rapidly hope to see sig upside over 29-30% ORR RAS mono" [X Link](https://x.com/keisan_15/status/2022035024393179495) 2026-02-12T19:48Z [---] followers, [---] engagements "10m shares to zero" [X Link](https://x.com/keisan_15/status/2022316215465632037) 2026-02-13T14:25Z [---] followers, [---] engagements "The CNPV page is incredibly vague but I guess my understanding was always that it would speed up review post-P3 not before a P3 has been completed which is why I'm happy $RVMD received one for RMC-6236. Not sure today's news related to $IRON is that surprising" [X Link](https://x.com/keisan_15/status/2022426311495684125) 2026-02-13T21:43Z [---] followers, [---] engagements "I guess IRON tried for accelerated approval and was just met with a firm no Priority of review not approval. Do they get to use the voucher again for expedited approval after phase [--] Honestly not sure how it works" [X Link](https://x.com/keisan_15/status/2022429145259737524) 2026-02-13T21:54Z [---] followers, [--] engagements "$OCUL https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-announce-topline-data-sol-1-phase-3 https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-announce-topline-data-sol-1-phase-3" [X Link](https://x.com/keisan_15/status/2022431421072392703) 2026-02-13T22:03Z [---] followers, [---] engagements "@mcgillmd921 The greatness of Rome died with the Republic" [X Link](https://x.com/keisan_15/status/2022470140340650354) 2026-02-14T00:37Z [---] followers, [---] engagements "@DouthatNYT IMO you need someone who can articulate and make the case for the West like Reagan who can call out and denounce China and its worldview while holding the realist worldview and national strategy of an Elbridge Colby" [X Link](https://x.com/keisan_15/status/2012990795310145904) 2026-01-18T20:49Z [---] followers, [---] engagements "@avidresearch Temporary. The muscle mass revolution comes. We will all be Hulk Hogan" [X Link](https://x.com/keisan_15/status/2013017233413341433) 2026-01-18T22:34Z [---] followers, [--] engagements "@SteffenFrolund All you talk about is the goodwill of Europe as if this is all in isolation as if the goodwill of Americans doesn't matter. Ask yourselves: what exactly do you do for US What actions do you take to earn our trust Even when whining you play the role of a side character" [X Link](https://x.com/keisan_15/status/2013284970052071833) 2026-01-19T16:18Z [---] followers, [---] engagements "@BaldingsWorld The actual tariff impact on Canada is low when you take into account all the carve-outs on different products. Much lower than 10% which makes the complete [---] towards China interesting: the ease with which they turncoat makes you wonder if they were ever allies to begin with" [X Link](https://x.com/keisan_15/status/2013301378630799597) 2026-01-19T17:23Z [---] followers, [---] engagements "All the constant rumors around $ABVX and the silence around $RVMD and $MRK - which situation gives you more confidence" [X Link](https://x.com/keisan_15/status/2013581927148622061) 2026-01-20T11:58Z [---] followers, [---] engagements "@robertwiblin Europe already seeks to engage and find a third way with China. Look at Starmer look at Macron Merz too will be heading there later. If you lack any sort of cohesion with the US on the threats indeed if you actively work against it how are you allies You aren't" [X Link](https://x.com/keisan_15/status/2013590171720024444) 2026-01-20T12:31Z [---] followers, [---] engagements "@isaacstonefish It only proves how unreliable these nations are. They always speak of the loss of trust in Europe. They never care for the loss of trust in the USA and what their own actions imply. And before some Euro yells at me these plans were long in motion before Greenland" [X Link](https://x.com/keisan_15/status/2013635390654030277) 2026-01-20T15:31Z [---] followers, [---] engagements "@Atlanticist_ Appeasement is only a sign of weakness against the US because they don't expect actual consequences. It's different with Russia" [X Link](https://x.com/keisan_15/status/2013760473460523418) 2026-01-20T23:48Z [---] followers, [---] engagements "@favelaoverlord I prefer Ferguson's focus on debt as the death of empires" [X Link](https://x.com/keisan_15/status/2013792634469281880) 2026-01-21T01:55Z [---] followers, [--] engagements "@avidseries nah that's Biden" [X Link](https://x.com/keisan_15/status/2013810841984852288) 2026-01-21T03:08Z [---] followers, [---] engagements "$RMVD [----] $8.4B peak sales multiplied 6x P/S = implied mkt cap of 50B / 205m diluted shares = $245/share. Implied present value of $115/share" [X Link](https://x.com/keisan_15/status/2013952682751332805) 2026-01-21T12:31Z [---] followers, [--] engagements "@KlendathuCap The basic case is theoretical but valid. China and Russia are not natural friends. Russia has a lot to to worry about given its own weakness and large land border with China. It's very possible post-Ukraine to see a rapprochement similar to Nixon/China in the cold war" [X Link](https://x.com/keisan_15/status/2014330206727618642) 2026-01-22T13:32Z [---] followers, [--] engagements "@BaldingsWorld I remember my time at uni (one of the big ones) at the Asian research center/library when I was very clearly approached by a CCP agent. They start young Get at you early and then by the time you are at one of those think-tanks you speak something closer to the party line" [X Link](https://x.com/keisan_15/status/2014332319293698386) 2026-01-22T13:40Z [---] followers, [--] engagements "@captive_dreamer "The state that draws a line between its philosophy and its fortresses will find its wisdom ignored in times of peace and its walls undefended in times of peril." - Thucydides or.maybe Gemini" [X Link](https://x.com/keisan_15/status/2014338200483815824) 2026-01-22T14:03Z [---] followers, [--] engagements "I'm happy we all fell in love with Thucydides lately but I would have everyone read Pericles' funeral oration feel all giddy about democracy and a rules-based order and then note that Pericles' Athens lost the Peloponnesian War" [X Link](https://x.com/keisan_15/status/2014363417839059418) 2026-01-22T15:43Z [---] followers, [--] engagements "$MRNA bros we won" [X Link](https://x.com/keisan_15/status/2014364614977323202) 2026-01-22T15:48Z [---] followers, [--] engagements "@MiddleearthMixr The Hobbit movies sucked but they were good enough for one viewing. As others have said sticking to one movie would have been better. LotR movies - great can watch them many times over appreciate them for what they are masterpieces of cinema: the books are better" [X Link](https://x.com/keisan_15/status/2014478442859725022) 2026-01-22T23:21Z [---] followers, [--] engagements "@_HalalTrader_ It has a problem too much Lip Bring back Pat Yes he was too positive but he was the perfect CEO for a "national strategic asset backed by the US gov." Fucking board should all be fired. Barrett was right. https://fortune.com/2025/02/28/intel-future-craig-barrett-semiconductors-tsmc/ https://fortune.com/2025/02/28/intel-future-craig-barrett-semiconductors-tsmc/" [X Link](https://x.com/keisan_15/status/2014664283255136632) 2026-01-23T11:39Z [---] followers, [---] engagements "@k2tog26010 @winsford99 He is globalism personified: the Canadian but American former governor of the.Bank of England" [X Link](https://x.com/keisan_15/status/2014668340489326868) 2026-01-23T11:55Z [---] followers, [---] engagements "@Banana_Oncology Stock is acting decent but definitely kept up by the BO spec. More data to support the current price would be helpful. Let me know when they get a tiktok going. 😂" [X Link](https://x.com/keisan_15/status/2014673767000129853) 2026-01-23T12:17Z [---] followers, [---] engagements "@ItWillBeOk24 @JackPosobiec I've spent a lot of time there. It's no accident that their boomers much like elsewhere are the most rabidly TDS-addled segment of the population: they get their news mostly from cable TV. And cable TV in Canada like Europe is often no different from NPR in the states" [X Link](https://x.com/keisan_15/status/2015057404740751705) 2026-01-24T13:41Z [---] followers, [--] engagements "@plzbepatient For most our our early history most taxes were tariffs. They are here to stay because with our spending and debt we essentially need them now. The thing is: dems are looking at the tariffs as a nice source of new revenue through which to raise spending even more" [X Link](https://x.com/keisan_15/status/2015062408033653113) 2026-01-24T14:01Z [---] followers, [--] engagements "@earlyvotedata @AndrewCFollett Paradox games haven't been good since HoI3 EU3 and Victoria 2" [X Link](https://x.com/keisan_15/status/2015178734978875679) 2026-01-24T21:43Z [---] followers, [--] engagements "@Banana_Oncology I have another tranche of cash getting ready to be deployed this week and I honestly might just buy the dip if it looks attractive enough. Mizuho says $10bil sales potential in 2035" [X Link](https://x.com/keisan_15/status/2015521099295924477) 2026-01-25T20:24Z [---] followers, [---] engagements "I won't buy more unless $RVMD trades down sub-80. I expect it to dip into the 80s but I wouldn't be surprised if it ends day in the 90s. But I wouldn't mind a buying opportunity for this great company" [X Link](https://x.com/keisan_15/status/2015767392912134369) 2026-01-26T12:42Z [---] followers, [---] engagements "@PCM_bio Completely agree. I really want to know what the bid-ask was but I suspect $MRK wanted to keep it around 30b and that wasn't good enough for the $RVMD team who already showed interest in going it alone with their royalty deal last year. $MRK can still come crawling back" [X Link](https://x.com/keisan_15/status/2015768323531628688) 2026-01-26T12:46Z [---] followers, [---] engagements "@norriharb @a_a_free Better hurry positive P3 by June and the price goes up up" [X Link](https://x.com/keisan_15/status/2015905983919165836) 2026-01-26T21:53Z [---] followers, [--] engagements "$IMMX to offer up to $750m in securities w/e the means. ATM offering I guess" [X Link](https://x.com/keisan_15/status/2009756978709401967) 2026-01-09T22:39Z [---] followers, [---] engagements "$MRK corporate jet just touched down at Oakland International Airport. A second MRK jet landed in OAK yesterday. $RVMD" [X Link](https://x.com/keisan_15/status/2010448263317696817) 2026-01-11T20:26Z [---] followers, 13.3K engagements "RBC raises PT on $RVMD to $140. All these IB analysts buying into the BO speculation. The PT is too low btw" [X Link](https://x.com/keisan_15/status/2013949982684966970) 2026-01-21T12:21Z [---] followers, [---] engagements "$RVMD $8.4b [----] sales multiplied 6x P/S = Implied Mkt Cap $50b / 205m diluted shares = implied $245/share. Present value = $115/share" [X Link](https://x.com/keisan_15/status/2013957828508041442) 2026-01-21T12:52Z [---] followers, [---] engagements "It's over $RVMD bros.the deal ain't happening. https://finance.yahoo.com/news/jim-cramer-highlights-takeover-interest-141028248.html https://finance.yahoo.com/news/jim-cramer-highlights-takeover-interest-141028248.html" [X Link](https://x.com/keisan_15/status/2014367814115553382) 2026-01-22T16:01Z [---] followers, [---] engagements "@DefenceGeek @sentdefender @Osinttechnical Given how this DOD operates lately I wouldn't expect them to attack when everyone expects them to. They are getting better at manipulating OSINT and maintaining opsec" [X Link](https://x.com/keisan_15/status/2014814405536395761) 2026-01-23T21:36Z [---] followers, [----] engagements "@Banana_Oncology I believe GS is still around there somewhere.lemme check.last report Jan [--] has a PT of $73 with a BUY rating" [X Link](https://x.com/keisan_15/status/2016118468752351402) 2026-01-27T11:57Z [---] followers, [---] engagements "@Banana_Oncology It's my biggest position already so I didn't want to buy the dip unless it got back into the 80s. Didn't think that would happen. 1) RM-055 is impressive 2) Mgmt is clearly bullish and turned down some offer north of $20b 3) Basic multiples analyses on sales est. back it up" [X Link](https://x.com/keisan_15/status/2016181176042487921) 2026-01-27T16:07Z [---] followers, [---] engagements "@BaldingsWorld My favorite is Sichuanese esp the spicy fried green beans for some reason" [X Link](https://x.com/keisan_15/status/2016946599188930573) 2026-01-29T18:48Z [---] followers, [--] engagements "@favelaoverlord idk but i like to stand in front of the gate a little beforehand because i know i'm going to be sitting for the next few hours. i also like to try and be the first in my group in because i have a pathological fear of insufficient overhead space" [X Link](https://x.com/keisan_15/status/2016997140090740830) 2026-01-29T22:09Z [---] followers, [---] engagements "@growing_daniel Steve Jobs had NETs not your typical pancreatic cancer. And yes he might be living today if he had followed medical advice" [X Link](https://x.com/keisan_15/status/2017017203845976466) 2026-01-29T23:29Z [---] followers, [---] engagements "Warsh is a good pick for fed reserve chairman. He will buck Trumpian pressure if he feels rising rates are needed to combat inflation. He will do what he thinks is right not necessarily what Trump wants" [X Link](https://x.com/keisan_15/status/2017207054096568721) 2026-01-30T12:03Z [---] followers, [--] engagements "@XiaoZha62335239 @alifarhat79 The government SPR not including any additional private capacity is increasing by 30% (150m barrels on top of 500m barrel capacity end of 2025) in [----] alone China will be stockpiling at a rate of 1m bpd throughout the year" [X Link](https://x.com/keisan_15/status/2015172758167003624) 2026-01-24T21:20Z [---] followers, [---] engagements "@Banana_Oncology Someones operators just want to run their companies especially if they believe in it. Team at $RVMD might have though $30b way too little for the opportunity. That's my belief. In retrospect the JPM presentation made this obvious" [X Link](https://x.com/keisan_15/status/2015534941040267420) 2026-01-25T21:19Z [---] followers, [---] engagements "@Banana_Oncology Re: outbid potential: Roche has the money $LLY has the money but not obvious need $BMY maybe but a bit more constrained financially Who else besides $MRK . $JNJ Don't see that" [X Link](https://x.com/keisan_15/status/2015536392126742783) 2026-01-25T21:24Z [---] followers, [---] engagements "It seems like $MRK thought $150/share was reasonable for $RVMD. Surely the market will think somewhere north of $100 is reasonable tomorrow r-right Mizuho said [----] peak sales of $10b x5 P/S = $50 billion mkt cap [----] present value at 10% hurdle rate = $110" [X Link](https://x.com/keisan_15/status/2015546959612821603) 2026-01-25T22:06Z [---] followers, [----] engagements "Current bid/ask for $RVMD is $94. Somewhere around there is what I consider fair value given what we know from JPM and post-BO speculation. I didn't buy more during the speculation as I usually don't unless a deal has specific questions around closing (Twitter MSFT/ATVI) etc" [X Link](https://x.com/keisan_15/status/2015765818001285586) 2026-01-26T12:36Z [---] followers, [---] engagements "Very upset by this weak dip $RVMD very upset.should be lower. Where's my nice new entry point" [X Link](https://x.com/keisan_15/status/2015797775582068881) 2026-01-26T14:43Z [---] followers, [---] engagements "$RVMD held up well today. A bit disappointed. We'll see how it does tomorrow but I didn't buy the "dip" so far. Have a few other stocks (bio/non-bio) I'll probably put starter positions into this week. Some upcoming binary catalysts it wouldn't hurt to have a small position in" [X Link](https://x.com/keisan_15/status/2015895151357390944) 2026-01-26T21:10Z [---] followers, [---] engagements "@Banana_Oncology $MRK funded the press release. Needs to drive that price down. 😂" [X Link](https://x.com/keisan_15/status/2016856553005916225) 2026-01-29T12:50Z [---] followers, [---] engagements "@honestpollster good luck with your America party 🤷" [X Link](https://x.com/keisan_15/status/2017330063050449258) 2026-01-30T20:12Z [---] followers, [----] engagements "@PersimmonTI Why JNJ for RVMD" [X Link](https://x.com/keisan_15/status/2017724831832179145) 2026-01-31T22:21Z [---] followers, [---] engagements "Looking at recent $WVE obesity data I'm not convinced we'll see a jump in efficacy at strong dosage: [--]. WVE-007 (240 mg) and ARO-INHBE (400 mg) produced the same fat loss (9-10%) at the first interval [--]. Activin E reduction between [---] mg (-78%) and [---] mg (-85%) is marginal" [X Link](https://x.com/keisan_15/status/2018000047762272692) 2026-02-01T16:34Z [---] followers, [---] engagements "3. Time is the variable: ARWR-INHBE 400mg showed increased effect at [--] weeks and second dosing to maintain suppression. It could be that WVE achieves similar results with 240mg 6mo data. The upcoming durability data matters far more than the higher dosage data. I think" [X Link](https://x.com/keisan_15/status/2018001148041409009) 2026-02-01T16:39Z [---] followers, [---] engagements "This reinforces that these will be great post-GLP1 maint. drugs or combo-therapy drugs but I certainly don't think they will replace GLP1s" [X Link](https://x.com/keisan_15/status/2018001754378445256) 2026-02-01T16:41Z [---] followers, [--] engagements "I don't know economy looks pretty good for this year. Hope I don't jinx it but probably another good year for the market. I see no need to get out of equities any time soon. It will be fun to look at how wrong this tweet is in December. 🤷" [X Link](https://x.com/keisan_15/status/2018350453008797983) 2026-02-02T15:47Z [---] followers, [--] engagements "@houndcl We need to go deeper ALL IN on RVMD. 🤠" [X Link](https://x.com/keisan_15/status/2018380699867193353) 2026-02-02T17:47Z [---] followers, [---] engagements "@RealPData True so instead of burning all this political capital not releasing it Trump should have gone ahead and released the documents a year ago. Get it out of the way show that he has nothing to hide; instead he made it worse by taking this long" [X Link](https://x.com/keisan_15/status/2018745093411238059) 2026-02-03T17:55Z [---] followers, [---] engagements "@PeterMakintps @wallstlobo Clinical biotech and FUD seem to go hand-in-hand" [X Link](https://x.com/keisan_15/status/2018806834413642044) 2026-02-03T22:00Z [---] followers, [--] engagements "@denisewu The new left wing government is a downgrade in many many ways" [X Link](https://x.com/keisan_15/status/2019370978938150964) 2026-02-05T11:22Z [---] followers, [---] engagements "@avidresearch gemini fwiw apparently 'compounding' law loopholes i'm not a lawyer. i'm sure there will be litigation" [X Link](https://x.com/keisan_15/status/2019415997178884602) 2026-02-05T14:21Z [---] followers, [---] engagements "$TNGX Research Director Adam Crystal today: "Pancreatic cancer is fortunately changing very quickly for patientsKRAS inhibitors will likely be approved next year Daraxonrasib specifically in the second line. And we believe that it will quickly advance to the front-line" [X Link](https://x.com/anyuser/status/1996357608731762953) 2025-12-03T23:15Z [---] followers, [----] engagements "After further analysis of $XLO I think the capital structure worries and warrant overhang are irrelevant. You'll make your money regardless and live or die by the success of the pipeline (crazy huh). I guess if you REALLY cared about short-term upside it's an issue" [X Link](https://x.com/keisan_15/status/1991902849635098951) 2025-11-21T16:13Z [---] followers, [---] engagements "@avidresearch Will be interesting to see the safety profile very promising. Lot of potential upside. Should I worry about it supplanting the utility of $TNGX's vopimetostat even in MTAP-del cancers Or is that not a worry at all" [X Link](https://x.com/keisan_15/status/2013705648265965722) 2026-01-20T20:10Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@keisan_15 Kさん
Kさん posts on X about $rvmd, $mrk, guess, china the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +1,210%
- [--] Month [-------] +1,368%
- [--] Months [-------] +2,814%
- [--] Year [-------] +42,126%
Mentions: [--] #
- [--] Week [--] +19%
- [--] Month [---] +137%
- [--] Months [---] +435%
- [--] Year [---] +2,820%
Followers: [---] #
- [--] Week [---] +3.80%
- [--] Month [---] +37%
- [--] Months [---] +242%
- [--] Year [---] +1,540%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 33% finance 17% countries 10% technology brands 4% travel destinations 3% social networks 3% fashion brands 1% celebrities 1% currencies 1%
Social topic influence $rvmd #3, $mrk #65, guess 5%, china 5%, if you 4%, $sdgr 4%, $ocul #7, tariffs #1718, data #2132, $tngx 3%
Top accounts mentioned or mentioned by @bananaoncology @baldingsworld @richiekennedy11 @favelaoverlord @avidresearch @vulpescap @seedy19tron @houndcl @authorgfallen @ptbrennan11 @grok @fwcstocks @darko31414 @lymanstoneky @palmerluckey @beffjezos @adamfeuerstein @mcgillmd921 @douthatnyt @steffenfrolund
Top assets mentioned Revolution Medicines, Inc. (RVMD) Merck & Co., Inc. (MRK) Schrodinger, Inc. (SDGR) Ocular Therapeutix, Inc. (OCUL) Abivax SA (ABVX) Wave Life Sciences Ltd. Ordinary Shares (WVE) Intuit Inc. (INTU) Tempus AI, Inc. (TEM) Fractyl Health, Inc. (GUTS) Arrowhead Research Corporation (ARWR) GitLab Inc. (GTLB) Disc Medicine, Inc. Common Stock (IRON) Moderna Inc (MRNA) Immix Biopharma, Inc. (IMMX)
Top Social Posts
Top posts by engagements in the last [--] hours
"$OCUL added 24k sq ft of leased property for their new headquarters on Jan 1st. Getting ready for good times"
X Link 2026-02-05T13:13Z [---] followers, [----] engagements
"Only 20% of the tariffs have been passed through to the consumer. That tells me companies have a lot of room to maneuver financially to maintain share (i.e. a lot of profit to give)"
X Link 2026-02-11T13:12Z [---] followers, [--] engagements
"$RVMD Guggenheim chat: - OS is the bar for RASolute [---] readout in 2L PDAC - Zoldonrasib displays great tolerability highlighting combo potential. - Very happy with no partnership for full economic capture - More RM-055 data later and expects trial initiation this year"
X Link 2026-02-11T16:01Z [---] followers, [---] engagements
"The software sell-off and re-rating is just brutal. If you think $SDGR's software business persists and doesn't get disrupted by AI etc this seems cheap. It could go even lower. Same story all over some for good reasons some not"
X Link 2026-02-11T20:19Z [---] followers, [---] engagements
"call me crazy but i don't think a lot of individual accountants small business owners etc are going to be giving up their tax software for a vibe coded solution. $INTU"
X Link 2026-02-12T18:24Z [---] followers, [--] engagements
"$OCUL Announcing topline data on Tues"
X Link 2026-02-13T22:03Z [---] followers, [----] engagements
"$TEM bought more $PSNL in November and December"
X Link 2026-02-13T22:32Z [---] followers, [---] engagements
"Bought $SDGR today. High-margin software platform already in use by a lot of customers and growing + a clinical pipeline. Current equity value underprices the standalone software segment so you are essentially getting the clinical pipeline as a free call option. Interesting"
X Link 2026-01-09T16:10Z [---] followers, [---] engagements
"$SDGR https://ir.schrodinger.com/press-releases/news-details/2026/Schrdinger-Provides-Update-on-Progress-Across-the-Business-and-Outlines-2026-Strategic-Priorities/default.aspx https://ir.schrodinger.com/press-releases/news-details/2026/Schrdinger-Provides-Update-on-Progress-Across-the-Business-and-Outlines-2026-Strategic-Priorities/default.aspx"
X Link 2026-01-12T13:39Z [---] followers, [---] engagements
"$GUTS failure removes one competitor from the post-GLP maint. scene. Different mechanism entirely so leaves the field more open to INHBE. $WVE $ARWR"
X Link 2026-01-29T12:44Z [---] followers, [----] engagements
"A red day a sword day: I'm starting to realize $SDGR might be suffering from the same software overhang a lot of other companies are suffering from. Maybe. Down 20+% since my purchase. Need to be more price-disciplined. Value plays are tough in this market"
X Link 2026-01-29T18:51Z [---] followers, [---] engagements
"Man that Spanish study "curing" pancreatic cancer in rats really hit the algo. It's everywhere. And $RVMD's daraxonrasib was one of the drugs used. Can't wait to see how RM-055 does"
X Link 2026-01-30T13:10Z [---] followers, [---] engagements
"Closed $SDGR. I have tolerance for pain but I think it's unfortunately suffering a re-rating / multiple compression scenario that will take time to overcome if at all. Can buy in a few months at a lower price point and with earnings to validate. But value is hard in this market"
X Link 2026-01-30T15:18Z [---] followers, [---] engagements
"@Vulpescap @seedy19tron @FWCStocks Got over your worries about the GI tox"
X Link 2026-01-30T20:10Z [---] followers, [---] engagements
"JPM raises $RVMD PT to $122. Slowly but surely.next batch of readouts can't come soon enough"
X Link 2026-02-02T18:02Z [---] followers, [---] engagements
""KOL oncologist expects to use daraxonrasib in 1L even if initially approved in 2L with minimal payer pushback.we think this supports and may even suggest upside to our daraxonrasib estimates (2034 $4.5B in PDAC) as off-label 1L use could pull revenues forward" - RBC $RVMD"
X Link 2026-02-02T20:37Z [---] followers, [----] engagements
"@Banana_Oncology @seedy19tron @houndcl What's your take on increased potency here relative to toxicity etc. I'm pretty neutral; it doesn't seem clear to me that these are in any way better than [----]. ERAS claims greater selectivity but that remains to be seen. ANL's might just be more toxic"
X Link 2026-02-03T13:34Z [---] followers, [---] engagements
"Finally more content: $TNGX CEO to participate in a fireside chat at the Guggenheim Emerging Outlook: Biotech Summit [----] on Thursday February [--] [----] at 2:00 PM EST. Webcast will be available"
X Link 2026-02-03T15:11Z [---] followers, [---] engagements
"Guess I need to watch this: $GTLB https://ir.gitlab.com/news/news-details/2026/GitLab-to-Host-GitLab-Transcend-Global-Virtual-Event-on-Feb--10-2026/default.aspx https://ir.gitlab.com/news/news-details/2026/GitLab-to-Host-GitLab-Transcend-Global-Virtual-Event-on-Feb--10-2026/default.aspx"
X Link 2026-02-03T21:07Z [---] followers, [---] engagements
"Not gonna believe this but a $MRK jet landed in Paris yesterday. $ABVX bidding war anyone 🤡"
X Link 2026-02-04T00:02Z [---] followers, 22.9K engagements
"Oh yay $RVMD will also be at the Guggenheim Biotech Summit so add that to the TNGX presentation already happening. Probably nothing new but never hurts to listen in"
X Link 2026-02-04T21:06Z [---] followers, [---] engagements
"@darko31414 @lymanstoneky I know where Diego Garcia is and it's not near Mauritius"
X Link 2026-02-06T14:20Z [---] followers, [--] engagements
"@PalmerLuckey @beffjezos Will we ever get modular mass-produced or 3d printed-esque navy designs I feel like we need some sort of revolution in shipbuilding to catch-up though maybe its too hard and we just need to re-learn and go down the traditional cost curve"
X Link 2026-02-08T13:58Z [---] followers, [--] engagements
"@AuthorGFAllen Is there a way to read a sample Like the first chapter"
X Link 2026-02-08T16:02Z [---] followers, [--] engagements
"@adamfeuerstein $MRK actually bought $ABVX.or is it $RVMD from outside 😬"
X Link 2026-02-09T02:11Z [---] followers, [----] engagements
"@BaldingsWorld hope you got a zojirushi"
X Link 2026-02-09T18:09Z [---] followers, [---] engagements
"@RichieKennedy11 @ptbrennan11 The practice of royalty stripping and paying the Irish rate on US profits remains alive and well and in heavy use by many multinationals"
X Link 2026-02-11T22:16Z [---] followers, [--] engagements
"@RichieKennedy11 @ptbrennan11 They go to the Irish Revenue Commission. Glad to solve this"
X Link 2026-02-11T22:48Z [---] followers, [--] engagements
"@favelaoverlord We do have a crisis and GLPs are great and needed but if you are able and have the discipline I would always recommend natural weight-loss over them. That said some great newer stuff is coming"
X Link 2026-02-12T00:13Z [---] followers, [---] engagements
"Deep Track Capital sold 100% of its holdings in $PALI. Hm"
X Link 2026-02-13T14:17Z [---] followers, [---] engagements
"It also tells me tariffs should be here to stay long-term both as industrial policy and as needed revenue generation for our fiscally idiotic government"
X Link 2026-02-11T13:14Z [---] followers, [--] engagements
"Better-than-expect job numbers. Some people are in shambles today"
X Link 2026-02-11T13:36Z [---] followers, [--] engagements
"I don't think its necessarily a good thing for the country that job growth has been largely led by gains in healthcare. I understand the structural need with an aging society but still feels like a bit skewed. Something wrong with the system"
X Link 2026-02-11T19:52Z [---] followers, [--] engagements
"$TNGX Guggenheim: - Launching Vopi 2L PDAC pivotal P3 trial more mono data later this year - Trial will be global to help with recruitment expects $RVMD approval in 2L PDAC this year () - Vopo+RAS combo trial enrolling rapidly hope to see sig upside over 29-30% ORR RAS mono"
X Link 2026-02-12T19:48Z [---] followers, [---] engagements
"10m shares to zero"
X Link 2026-02-13T14:25Z [---] followers, [---] engagements
"The CNPV page is incredibly vague but I guess my understanding was always that it would speed up review post-P3 not before a P3 has been completed which is why I'm happy $RVMD received one for RMC-6236. Not sure today's news related to $IRON is that surprising"
X Link 2026-02-13T21:43Z [---] followers, [---] engagements
"I guess IRON tried for accelerated approval and was just met with a firm no Priority of review not approval. Do they get to use the voucher again for expedited approval after phase [--] Honestly not sure how it works"
X Link 2026-02-13T21:54Z [---] followers, [--] engagements
"$OCUL https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-announce-topline-data-sol-1-phase-3 https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-announce-topline-data-sol-1-phase-3"
X Link 2026-02-13T22:03Z [---] followers, [---] engagements
"@mcgillmd921 The greatness of Rome died with the Republic"
X Link 2026-02-14T00:37Z [---] followers, [---] engagements
"@DouthatNYT IMO you need someone who can articulate and make the case for the West like Reagan who can call out and denounce China and its worldview while holding the realist worldview and national strategy of an Elbridge Colby"
X Link 2026-01-18T20:49Z [---] followers, [---] engagements
"@avidresearch Temporary. The muscle mass revolution comes. We will all be Hulk Hogan"
X Link 2026-01-18T22:34Z [---] followers, [--] engagements
"@SteffenFrolund All you talk about is the goodwill of Europe as if this is all in isolation as if the goodwill of Americans doesn't matter. Ask yourselves: what exactly do you do for US What actions do you take to earn our trust Even when whining you play the role of a side character"
X Link 2026-01-19T16:18Z [---] followers, [---] engagements
"@BaldingsWorld The actual tariff impact on Canada is low when you take into account all the carve-outs on different products. Much lower than 10% which makes the complete [---] towards China interesting: the ease with which they turncoat makes you wonder if they were ever allies to begin with"
X Link 2026-01-19T17:23Z [---] followers, [---] engagements
"All the constant rumors around $ABVX and the silence around $RVMD and $MRK - which situation gives you more confidence"
X Link 2026-01-20T11:58Z [---] followers, [---] engagements
"@robertwiblin Europe already seeks to engage and find a third way with China. Look at Starmer look at Macron Merz too will be heading there later. If you lack any sort of cohesion with the US on the threats indeed if you actively work against it how are you allies You aren't"
X Link 2026-01-20T12:31Z [---] followers, [---] engagements
"@isaacstonefish It only proves how unreliable these nations are. They always speak of the loss of trust in Europe. They never care for the loss of trust in the USA and what their own actions imply. And before some Euro yells at me these plans were long in motion before Greenland"
X Link 2026-01-20T15:31Z [---] followers, [---] engagements
"@Atlanticist_ Appeasement is only a sign of weakness against the US because they don't expect actual consequences. It's different with Russia"
X Link 2026-01-20T23:48Z [---] followers, [---] engagements
"@favelaoverlord I prefer Ferguson's focus on debt as the death of empires"
X Link 2026-01-21T01:55Z [---] followers, [--] engagements
"@avidseries nah that's Biden"
X Link 2026-01-21T03:08Z [---] followers, [---] engagements
"$RMVD [----] $8.4B peak sales multiplied 6x P/S = implied mkt cap of 50B / 205m diluted shares = $245/share. Implied present value of $115/share"
X Link 2026-01-21T12:31Z [---] followers, [--] engagements
"@KlendathuCap The basic case is theoretical but valid. China and Russia are not natural friends. Russia has a lot to to worry about given its own weakness and large land border with China. It's very possible post-Ukraine to see a rapprochement similar to Nixon/China in the cold war"
X Link 2026-01-22T13:32Z [---] followers, [--] engagements
"@BaldingsWorld I remember my time at uni (one of the big ones) at the Asian research center/library when I was very clearly approached by a CCP agent. They start young Get at you early and then by the time you are at one of those think-tanks you speak something closer to the party line"
X Link 2026-01-22T13:40Z [---] followers, [--] engagements
"@captive_dreamer "The state that draws a line between its philosophy and its fortresses will find its wisdom ignored in times of peace and its walls undefended in times of peril." - Thucydides or.maybe Gemini"
X Link 2026-01-22T14:03Z [---] followers, [--] engagements
"I'm happy we all fell in love with Thucydides lately but I would have everyone read Pericles' funeral oration feel all giddy about democracy and a rules-based order and then note that Pericles' Athens lost the Peloponnesian War"
X Link 2026-01-22T15:43Z [---] followers, [--] engagements
"$MRNA bros we won"
X Link 2026-01-22T15:48Z [---] followers, [--] engagements
"@MiddleearthMixr The Hobbit movies sucked but they were good enough for one viewing. As others have said sticking to one movie would have been better. LotR movies - great can watch them many times over appreciate them for what they are masterpieces of cinema: the books are better"
X Link 2026-01-22T23:21Z [---] followers, [--] engagements
"@HalalTrader It has a problem too much Lip Bring back Pat Yes he was too positive but he was the perfect CEO for a "national strategic asset backed by the US gov." Fucking board should all be fired. Barrett was right. https://fortune.com/2025/02/28/intel-future-craig-barrett-semiconductors-tsmc/ https://fortune.com/2025/02/28/intel-future-craig-barrett-semiconductors-tsmc/"
X Link 2026-01-23T11:39Z [---] followers, [---] engagements
"@k2tog26010 @winsford99 He is globalism personified: the Canadian but American former governor of the.Bank of England"
X Link 2026-01-23T11:55Z [---] followers, [---] engagements
"@Banana_Oncology Stock is acting decent but definitely kept up by the BO spec. More data to support the current price would be helpful. Let me know when they get a tiktok going. 😂"
X Link 2026-01-23T12:17Z [---] followers, [---] engagements
"@ItWillBeOk24 @JackPosobiec I've spent a lot of time there. It's no accident that their boomers much like elsewhere are the most rabidly TDS-addled segment of the population: they get their news mostly from cable TV. And cable TV in Canada like Europe is often no different from NPR in the states"
X Link 2026-01-24T13:41Z [---] followers, [--] engagements
"@plzbepatient For most our our early history most taxes were tariffs. They are here to stay because with our spending and debt we essentially need them now. The thing is: dems are looking at the tariffs as a nice source of new revenue through which to raise spending even more"
X Link 2026-01-24T14:01Z [---] followers, [--] engagements
"@earlyvotedata @AndrewCFollett Paradox games haven't been good since HoI3 EU3 and Victoria 2"
X Link 2026-01-24T21:43Z [---] followers, [--] engagements
"@Banana_Oncology I have another tranche of cash getting ready to be deployed this week and I honestly might just buy the dip if it looks attractive enough. Mizuho says $10bil sales potential in 2035"
X Link 2026-01-25T20:24Z [---] followers, [---] engagements
"I won't buy more unless $RVMD trades down sub-80. I expect it to dip into the 80s but I wouldn't be surprised if it ends day in the 90s. But I wouldn't mind a buying opportunity for this great company"
X Link 2026-01-26T12:42Z [---] followers, [---] engagements
"@PCM_bio Completely agree. I really want to know what the bid-ask was but I suspect $MRK wanted to keep it around 30b and that wasn't good enough for the $RVMD team who already showed interest in going it alone with their royalty deal last year. $MRK can still come crawling back"
X Link 2026-01-26T12:46Z [---] followers, [---] engagements
"@norriharb @a_a_free Better hurry positive P3 by June and the price goes up up"
X Link 2026-01-26T21:53Z [---] followers, [--] engagements
"$IMMX to offer up to $750m in securities w/e the means. ATM offering I guess"
X Link 2026-01-09T22:39Z [---] followers, [---] engagements
"$MRK corporate jet just touched down at Oakland International Airport. A second MRK jet landed in OAK yesterday. $RVMD"
X Link 2026-01-11T20:26Z [---] followers, 13.3K engagements
"RBC raises PT on $RVMD to $140. All these IB analysts buying into the BO speculation. The PT is too low btw"
X Link 2026-01-21T12:21Z [---] followers, [---] engagements
"$RVMD $8.4b [----] sales multiplied 6x P/S = Implied Mkt Cap $50b / 205m diluted shares = implied $245/share. Present value = $115/share"
X Link 2026-01-21T12:52Z [---] followers, [---] engagements
"It's over $RVMD bros.the deal ain't happening. https://finance.yahoo.com/news/jim-cramer-highlights-takeover-interest-141028248.html https://finance.yahoo.com/news/jim-cramer-highlights-takeover-interest-141028248.html"
X Link 2026-01-22T16:01Z [---] followers, [---] engagements
"@DefenceGeek @sentdefender @Osinttechnical Given how this DOD operates lately I wouldn't expect them to attack when everyone expects them to. They are getting better at manipulating OSINT and maintaining opsec"
X Link 2026-01-23T21:36Z [---] followers, [----] engagements
"@Banana_Oncology I believe GS is still around there somewhere.lemme check.last report Jan [--] has a PT of $73 with a BUY rating"
X Link 2026-01-27T11:57Z [---] followers, [---] engagements
"@Banana_Oncology It's my biggest position already so I didn't want to buy the dip unless it got back into the 80s. Didn't think that would happen. 1) RM-055 is impressive 2) Mgmt is clearly bullish and turned down some offer north of $20b 3) Basic multiples analyses on sales est. back it up"
X Link 2026-01-27T16:07Z [---] followers, [---] engagements
"@BaldingsWorld My favorite is Sichuanese esp the spicy fried green beans for some reason"
X Link 2026-01-29T18:48Z [---] followers, [--] engagements
"@favelaoverlord idk but i like to stand in front of the gate a little beforehand because i know i'm going to be sitting for the next few hours. i also like to try and be the first in my group in because i have a pathological fear of insufficient overhead space"
X Link 2026-01-29T22:09Z [---] followers, [---] engagements
"@growing_daniel Steve Jobs had NETs not your typical pancreatic cancer. And yes he might be living today if he had followed medical advice"
X Link 2026-01-29T23:29Z [---] followers, [---] engagements
"Warsh is a good pick for fed reserve chairman. He will buck Trumpian pressure if he feels rising rates are needed to combat inflation. He will do what he thinks is right not necessarily what Trump wants"
X Link 2026-01-30T12:03Z [---] followers, [--] engagements
"@XiaoZha62335239 @alifarhat79 The government SPR not including any additional private capacity is increasing by 30% (150m barrels on top of 500m barrel capacity end of 2025) in [----] alone China will be stockpiling at a rate of 1m bpd throughout the year"
X Link 2026-01-24T21:20Z [---] followers, [---] engagements
"@Banana_Oncology Someones operators just want to run their companies especially if they believe in it. Team at $RVMD might have though $30b way too little for the opportunity. That's my belief. In retrospect the JPM presentation made this obvious"
X Link 2026-01-25T21:19Z [---] followers, [---] engagements
"@Banana_Oncology Re: outbid potential: Roche has the money $LLY has the money but not obvious need $BMY maybe but a bit more constrained financially Who else besides $MRK . $JNJ Don't see that"
X Link 2026-01-25T21:24Z [---] followers, [---] engagements
"It seems like $MRK thought $150/share was reasonable for $RVMD. Surely the market will think somewhere north of $100 is reasonable tomorrow r-right Mizuho said [----] peak sales of $10b x5 P/S = $50 billion mkt cap [----] present value at 10% hurdle rate = $110"
X Link 2026-01-25T22:06Z [---] followers, [----] engagements
"Current bid/ask for $RVMD is $94. Somewhere around there is what I consider fair value given what we know from JPM and post-BO speculation. I didn't buy more during the speculation as I usually don't unless a deal has specific questions around closing (Twitter MSFT/ATVI) etc"
X Link 2026-01-26T12:36Z [---] followers, [---] engagements
"Very upset by this weak dip $RVMD very upset.should be lower. Where's my nice new entry point"
X Link 2026-01-26T14:43Z [---] followers, [---] engagements
"$RVMD held up well today. A bit disappointed. We'll see how it does tomorrow but I didn't buy the "dip" so far. Have a few other stocks (bio/non-bio) I'll probably put starter positions into this week. Some upcoming binary catalysts it wouldn't hurt to have a small position in"
X Link 2026-01-26T21:10Z [---] followers, [---] engagements
"@Banana_Oncology $MRK funded the press release. Needs to drive that price down. 😂"
X Link 2026-01-29T12:50Z [---] followers, [---] engagements
"@honestpollster good luck with your America party 🤷"
X Link 2026-01-30T20:12Z [---] followers, [----] engagements
"@PersimmonTI Why JNJ for RVMD"
X Link 2026-01-31T22:21Z [---] followers, [---] engagements
"Looking at recent $WVE obesity data I'm not convinced we'll see a jump in efficacy at strong dosage: [--]. WVE-007 (240 mg) and ARO-INHBE (400 mg) produced the same fat loss (9-10%) at the first interval [--]. Activin E reduction between [---] mg (-78%) and [---] mg (-85%) is marginal"
X Link 2026-02-01T16:34Z [---] followers, [---] engagements
"3. Time is the variable: ARWR-INHBE 400mg showed increased effect at [--] weeks and second dosing to maintain suppression. It could be that WVE achieves similar results with 240mg 6mo data. The upcoming durability data matters far more than the higher dosage data. I think"
X Link 2026-02-01T16:39Z [---] followers, [---] engagements
"This reinforces that these will be great post-GLP1 maint. drugs or combo-therapy drugs but I certainly don't think they will replace GLP1s"
X Link 2026-02-01T16:41Z [---] followers, [--] engagements
"I don't know economy looks pretty good for this year. Hope I don't jinx it but probably another good year for the market. I see no need to get out of equities any time soon. It will be fun to look at how wrong this tweet is in December. 🤷"
X Link 2026-02-02T15:47Z [---] followers, [--] engagements
"@houndcl We need to go deeper ALL IN on RVMD. 🤠"
X Link 2026-02-02T17:47Z [---] followers, [---] engagements
"@RealPData True so instead of burning all this political capital not releasing it Trump should have gone ahead and released the documents a year ago. Get it out of the way show that he has nothing to hide; instead he made it worse by taking this long"
X Link 2026-02-03T17:55Z [---] followers, [---] engagements
"@PeterMakintps @wallstlobo Clinical biotech and FUD seem to go hand-in-hand"
X Link 2026-02-03T22:00Z [---] followers, [--] engagements
"@denisewu The new left wing government is a downgrade in many many ways"
X Link 2026-02-05T11:22Z [---] followers, [---] engagements
"@avidresearch gemini fwiw apparently 'compounding' law loopholes i'm not a lawyer. i'm sure there will be litigation"
X Link 2026-02-05T14:21Z [---] followers, [---] engagements
"$TNGX Research Director Adam Crystal today: "Pancreatic cancer is fortunately changing very quickly for patientsKRAS inhibitors will likely be approved next year Daraxonrasib specifically in the second line. And we believe that it will quickly advance to the front-line"
X Link 2025-12-03T23:15Z [---] followers, [----] engagements
"After further analysis of $XLO I think the capital structure worries and warrant overhang are irrelevant. You'll make your money regardless and live or die by the success of the pipeline (crazy huh). I guess if you REALLY cared about short-term upside it's an issue"
X Link 2025-11-21T16:13Z [---] followers, [---] engagements
"@avidresearch Will be interesting to see the safety profile very promising. Lot of potential upside. Should I worry about it supplanting the utility of $TNGX's vopimetostat even in MTAP-del cancers Or is that not a worry at all"
X Link 2026-01-20T20:10Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing