# ![@kjerath Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::56605939.png) @kjerath Kunal Jerath

Kunal Jerath posts on X about $nvct, $axsm, $mnpr, science the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::56605939/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::56605939/c:line/m:interactions.svg)

- [--] Week [-----] +203%
- [--] Month [-----] -4.20%
- [--] Months [------] +172%
- [--] Year [------] +150%

### Mentions: [--] [#](/creator/twitter::56605939/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::56605939/c:line/m:posts_active.svg)

- [--] Week [--] +64%
- [--] Month [--] +3.20%
- [--] Months [---] +202%
- [--] Year [---] +195%

### Followers: [---] [#](/creator/twitter::56605939/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::56605939/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] -0.33%
- [--] Months [---] +7%
- [--] Year [---] +18%

### CreatorRank: [---------] [#](/creator/twitter::56605939/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::56605939/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31% [finance](/list/finance)  21% [cryptocurrencies](/list/cryptocurrencies)  6% [technology brands](/list/technology-brands)  3% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$nvct](/topic/$nvct) #4, [$axsm](/topic/$axsm) #16, [$mnpr](/topic/$mnpr) 7%, [science](/topic/science) 6%, [$tgtx](/topic/$tgtx) 6%, [$ftai](/topic/$ftai) 6%, [core](/topic/core) 6%, [data](/topic/data) 5%, [$imrx](/topic/$imrx) 5%, [money](/topic/money) 5%

**Top accounts mentioned or mentioned by**
[@jd4for4](/creator/undefined) [@25](/creator/undefined) [@veracityroad](/creator/undefined) [@billmiller32](/creator/undefined) [@abby10smalls](/creator/undefined) [@henrycryptog](/creator/undefined) [@thebtctherapist](/creator/undefined) [@maja0g](/creator/undefined) [@fundstrat](/creator/undefined) [@dtapcap](/creator/undefined) [@edkrassen](/creator/undefined) [@ewarren](/creator/undefined) [@keithmccullough](/creator/undefined) [@repjeffries](/creator/undefined) [@jamesekrause](/creator/undefined)

**Top assets mentioned**
[Nuvectis Pharma, Inc.  (NVCT)](/topic/$nvct) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Immuneering Corporation (IMRX)](/topic/$imrx) [Ethereum (ETH)](/topic/$eth) [Bloom Energy Corporation (BE)](/topic/$be) [Venu Holding Corporation (VENU)](/topic/$venu) [uniQure N.V. (QURE)](/topic/$qure) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Turn Therapeutics, Inc. (TTRX)](/topic/$ttrx) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Phoenix Education Partners, Inc. (PXED)](/topic/$pxed) [Bitcoin (BTC)](/topic/bitcoin) [iShares BTC Trust (IBIT)](/topic/$ibit) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Grayscale Ethereum Trust (ETHE)](/topic/$ethe) [RAI Finance (SOFI)](/topic/$sofi) [Constellation Energy Corp (CEG)](/topic/$ceg) [SPDR GOLD ETF (GLD)](/topic/$gld) [Taiwan Semiconductor (TSM)](/topic/$tsm) [The 99% Community (99)](/topic/$99) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Unifirst Corp (UNF)](/topic/$unf) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Oklo Inc. (OKLO)](/topic/$oklo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Wesco International Inc. (WCC)](/topic/$wcc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Up 50% on $TTRX. Sold 10% and bought $CHRS with the 10%"  
[X Link](https://x.com/kjerath/status/2008207952046662031)  2026-01-05T16:04Z [---] followers, [---] engagements


"Glad I sold calls on my position $IMRX $IMRX has data announcement today. Have small position in it after selling most on spike last time data was announced in teens. Sold calls against 75% of remaining position and bought more the last two days. Let's see how stock reacts. Will sell calls on remainder if it spikes $IMRX has data announcement today. Have small position in it after selling most on spike last time data was announced in teens. Sold calls against 75% of remaining position and bought more the last two days. Let's see how stock reacts. Will sell calls on remainder if it spikes"  
[X Link](https://x.com/kjerath/status/2009043196555481492)  2026-01-07T23:23Z [---] followers, [---] engagements


"Long term chart of $NVCT. Will we finally break out of the downward triangle I posted in Oct that a spike could happen (I was late) and now we will see if we sell off and stay in the triangle or break out. [----] is pivotal"  
[X Link](https://x.com/kjerath/status/2009319689361535170)  2026-01-08T17:41Z [---] followers, [---] engagements


"$IMRX I don't know the science and don't claim to. I figure at some point the stock gets a dead cat bounce and then is dead money for a long while. Glad I sold calls on the remainder of my position but not ideal. Need mid to upper $5's to break even on my small position"  
[X Link](https://x.com/kjerath/status/2009390481923277135)  2026-01-08T22:23Z [---] followers, [---] engagements


"$TTRX up 10% today. Long $TTRX - small position"  
[X Link](https://x.com/kjerath/status/2011145993946083612)  2026-01-13T18:39Z [---] followers, [---] engagements


"@TheBTCTherapist So Tom Lee was pumping bitcoin and Etherium at the same time for the same timeframes Interesting"  
[X Link](https://x.com/kjerath/status/2018619133848424801)  2026-02-03T09:34Z [---] followers, [---] engagements


"Sold a few $10 calls on $NVCT for next Friday for technical reasons. Will be buying more stock if there is a breakout from the [--] year downward sloping triangle. However until then (which could be any day now) it serves as resistance until proven otherwise"  
[X Link](https://x.com/kjerath/status/2009324233298735322)  2026-01-08T18:00Z [---] followers, [---] engagements


"$VRT doing well. Sold it. Bought $HOOD this morning"  
[X Link](https://x.com/kjerath/status/2021614244224012699)  2026-02-11T15:56Z [---] followers, [---] engagements


"No surprise to see $NVCT retreat after first time in a long while trying to break resistance"  
[X Link](https://x.com/anyuser/status/2010755711492636829)  2026-01-12T16:48Z [---] followers, [---] engagements


"What we really need is a clear push to $9.5 with multiple consecutive up days and volume greater than 100-125k shares daily"  
[X Link](https://x.com/kjerath/status/2020906949664018714)  2026-02-09T17:05Z [---] followers, [--] engagements


"Otherwise will be interesting to see if we continue to "hug" trendline"  
[X Link](https://x.com/kjerath/status/2020907797030789551)  2026-02-09T17:09Z [---] followers, [--] engagements


"Made money this month selling puts and calls on $ETHE $AXSM $TGTX $IBIT $BE $PYPL $VRT $SOFI $NVCT others. Rinse/repeat. Took a starter position in $CEG today"  
[X Link](https://x.com/kjerath/status/2012255148869890204)  2026-01-16T20:06Z [---] followers, [---] engagements


"$FTAI $AXSM $BE holding up my account today. $ETH and crypto related pulling it down"  
[X Link](https://x.com/kjerath/status/2013715127216853353)  2026-01-20T20:47Z [---] followers, [---] engagements


"$NVCT making another attempt. Let's see what happens"  
[X Link](https://x.com/kjerath/status/2014384424222155207)  2026-01-22T17:07Z [---] followers, [---] engagements


"As long as $GLD $SLV metals going straight up crypto will take a back seat.until it doesn't. However metals are where people are right now"  
[X Link](https://x.com/kjerath/status/2015629807468355813)  2026-01-26T03:36Z [---] followers, [---] engagements


"$VENU looks interesting here as a speculative long term play. Took a starter position here"  
[X Link](https://x.com/kjerath/status/2016670546382008512)  2026-01-29T00:31Z [---] followers, [---] engagements


"The last four weeks $NVCT has tried to punch through resistance. This week it finished lower with a red bar. Let's see at what price it finally punches through the [--] year descending triangle"  
[X Link](https://x.com/kjerath/status/2017367565752738265)  2026-01-30T22:41Z [---] followers, [---] engagements


"Can anyone explain to me the fundamental value of $ETH without talking about $BTC or ratios. With everything that is being built on $ETH how can you determine what the coin should be worth Thanks. @maja0G @fundstrat @DTAPCAP"  
[X Link](https://x.com/kjerath/status/2019135644220682274)  2026-02-04T19:47Z [---] followers, [--] engagements


"First close above the descending triangle in $NVCT in over@2.5 years. Need follow through in coming weeks and volume to increase to confirm breakout"  
[X Link](https://x.com/kjerath/status/2019984144600539567)  2026-02-07T03:58Z [---] followers, [---] engagements


"Good news is that you don't need much of a move up with a descending triangle to break through. Now we just need more volume. Currently just over $9. $NVCT First close above the descending triangle in $NVCT in over@2.5 years. Need follow through in coming weeks and volume to increase to confirm breakout. https://t.co/jkrw4SbFar First close above the descending triangle in $NVCT in over@2.5 years. Need follow through in coming weeks and volume to increase to confirm breakout. https://t.co/jkrw4SbFar"  
[X Link](https://x.com/kjerath/status/2020894177811149165)  2026-02-09T16:14Z [---] followers, [---] engagements


"$NVCT has neither had the volume of price action to escape the downward sloping [--] year trend line this week. This will make several weeks at trendline. Let's see what happens"  
[X Link](https://x.com/kjerath/status/2021607429205602472)  2026-02-11T15:29Z [---] followers, [---] engagements


"$NVCT is a coiled spring ready to move from its [--] year downturn. It may take time or it may start now. Depends on when the chart breaks. Data expected in Q2. If good these prices will never be seen again"  
[X Link](https://x.com/kjerath/status/2022020806000394250)  2026-02-12T18:51Z [---] followers, [---] engagements


"$NVCT for the last couple years everybody has been wrong on the short term price movements of the stock. Now I don't think anyone is expecting the start of [---] trials to be a needle moving event. Let's hope the trend continues and it leads to higher prices before year end"  
[X Link](https://x.com/kjerath/status/1978158689220510113)  2025-10-14T17:59Z [---] followers, [---] engagements


"$NVCT Less than 8k shares traded so far today"  
[X Link](https://x.com/kjerath/status/1980331154181148754)  2025-10-20T17:51Z [---] followers, [---] engagements


"$NVCT technically the first hurdle here is the [--] day moving average at [----] which has been coming down. Now it's within striking distance. Maybe news around the start of upcoming NXP [---] trials can get some interest in the stock. If not then no movement likely until data"  
[X Link](https://x.com/kjerath/status/1980350591026229722)  2025-10-20T19:09Z [---] followers, [---] engagements


"$NVCT no real volume. If no pick up in volume on initiation of NXP-900 dead money until data. There was definitely no "clearing" event after [---] data. Both longs and shorts are trapped due to liquidity. Data will determine the winner.one side will win big"  
[X Link](https://x.com/kjerath/status/1980671706055512114)  2025-10-21T16:25Z [---] followers, [---] engagements


"Finally good volume on $NVCT and price up slightly. Let's see if volume continues today and going forward. Would be nice to close above [--] day handily"  
[X Link](https://x.com/kjerath/status/1981013817321734555)  2025-10-22T15:04Z [---] followers, [---] engagements


"Had high hopes for $NVCT today based on it being up early on big volume. That said it's now down on big volume. Let's see where it goes"  
[X Link](https://x.com/kjerath/status/1981046693651947839)  2025-10-22T17:15Z [---] followers, [---] engagements


"Added to $NVCT. Why Because I have no discipline. Stock is technically broken below $6"  
[X Link](https://x.com/kjerath/status/1981053510994084172)  2025-10-22T17:42Z [---] followers, [---] engagements


"Sold 1/3 of the shares I bought yesterday in $NVCT at $6.15 ($0.45 gain) in one day"  
[X Link](https://x.com/kjerath/status/1981425604802334759)  2025-10-23T18:20Z [---] followers, [---] engagements


"Out of my reminder of $NVCT trade from $5.75 on Wednesday (now $6.35). Back to core position. Hoping for continued higher moves after announcement of trial starting. Decent response today after presentation yesterday"  
[X Link](https://x.com/kjerath/status/1981750386244341860)  2025-10-24T15:51Z [---] followers, [---] engagements


"$NESR and $FTAI doing really well. Long both"  
[X Link](https://x.com/kjerath/status/1981810457510838507)  2025-10-24T19:50Z [---] followers, [---] engagements


"Nice move in $NVCT today on decent volume after presentation. Could it be breaking out of the $6 base. Next two weeks will be key to see if upward trend continues short-term. Nuvectis Pharma Provides Poster Presentation Highlights for NXP900 from the [----] AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics $NVCT https://t.co/AXNkKO5lr1 Nuvectis Pharma Provides Poster Presentation Highlights for NXP900 from the [----] AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics $NVCT https://t.co/AXNkKO5lr1"  
[X Link](https://x.com/kjerath/status/1982896248194842647)  2025-10-27T19:44Z [---] followers, [---] engagements


"$NVCT Need to see more volume after yesterday's move"  
[X Link](https://x.com/kjerath/status/1983173364488475030)  2025-10-28T14:05Z [---] followers, [---] engagements


"$NVCT now well over the [--] day moving average.can we take over the [---] day in coming days"  
[X Link](https://x.com/kjerath/status/1983592498120519713)  2025-10-29T17:51Z [---] followers, [---] engagements


"@VeracityRoad Based on his purchase a few days ago it's not him"  
[X Link](https://x.com/kjerath/status/1985431599219876309)  2025-11-03T19:39Z [---] followers, [--] engagements


"Bought more $NVCT below $6 today. Also added to $ETH. Sold remaining $QURE from a couple days ago (purely a trade although interesting longer term). Also sold remaining $TGTX that I bought after earnings and back to core position"  
[X Link](https://x.com/kjerath/status/1985870470135091281)  2025-11-05T00:43Z [---] followers, [---] engagements


"Seems like $NVCT was being held up by large insider buys on [--] consecutive days. Now stock is again below $6. [--] day moving average couldn't hold. Against my better judgement (short term) I added the last two days"  
[X Link](https://x.com/kjerath/status/1986107735520219274)  2025-11-05T16:25Z [---] followers, [---] engagements


"$6 support on $NVCT not holding. Let's see if we get a bump soon to get us back to support levels. Otherwise tax loss selling may take this even lower in December as "public" float held mainly by retail. I was excited to see it above the [--] day SMA but that didn't hold"  
[X Link](https://x.com/kjerath/status/1986180474574680121)  2025-11-05T21:15Z [---] followers, [---] engagements


"@VeracityRoad The real problem is the public float is owed by individuals not institutions. So when no developments stock goes nowhere and people move on. In the end [---] data will be make or break. [---] data was truly a set back after announcing data [--] times. Now the company must deliver"  
[X Link](https://x.com/kjerath/status/1986294031580594569)  2025-11-06T04:46Z [---] followers, [--] engagements


"Largest holdings by size: [--]. $AXSM [--]. $NVDA [--]. Crypto [--]. $NVCT [--]. $FTAI [--]. $TSM [--]. $NESR [--]. $TGTX [--]. $PGEN"  
[X Link](https://x.com/kjerath/status/1986496332144488930)  2025-11-06T18:10Z [---] followers, [---] engagements


"I'm lucky that I never sold $AXSM since the IPO. And now because of that I can feel ok with stocks that are taking time to work out like $NVCT (feels like Waiting for Godot) or the recent pullback in crypto. Thank you $AXSM Now every $10 it goes up I will sell 1-2%"  
[X Link](https://x.com/kjerath/status/1986500855651311837)  2025-11-06T18:28Z [---] followers, [----] engagements


"Added 5% to my $NVCT holdings this morning"  
[X Link](https://x.com/kjerath/status/1986814190687002935)  2025-11-07T15:13Z [---] followers, [---] engagements


"@EdKrassen Yes he says BS. But you do know that inflation is under control. Prices are rising in line with expectations way down from 9%. We don't have deflation nor do we want it. Sadly prices will never come down they will just tie more slowly than under Biden"  
[X Link](https://x.com/kjerath/status/1986983631860945302)  2025-11-08T02:26Z [---] followers, [--] engagements


"@ewarren Are you saying that you want deflation or do you understand economic concepts Inflation is merely the rate at which prices increase and that rate is lower under Trump than Biden"  
[X Link](https://x.com/kjerath/status/1987620237856960668)  2025-11-09T20:36Z [---] followers, [--] engagements


"Love the price action on $ZURA. Now we just need good data"  
[X Link](https://x.com/kjerath/status/1988619534442377663)  2025-11-12T14:46Z [---] followers, [---] engagements


"@KeithMcCullough Run $. It's too hard to follow everything you do if you have a full time job. And I do subscribe. Is there an easier way because I love your stuff but just don't have the time to follow everything"  
[X Link](https://x.com/kjerath/status/1990866271710089269)  2025-11-18T19:34Z [---] followers, 26.4K engagements


"No filing from the "major fund" that invested in $NVCT. I guess they sold in some fashion or I just missed it. If it's the former I guess we are back to square one in terms of a major fund taking a stake in the company. If anyone has news let me know"  
[X Link](https://x.com/kjerath/status/1990910865822876087)  2025-11-18T22:31Z [---] followers, [---] engagements


"@RepJeffries The rate of inflation is down. Sorry but you don't understand economics. Even if inflation is back to a respectable number it doesn't mean we are in deflation"  
[X Link](https://x.com/kjerath/status/1991187928442110315)  2025-11-19T16:52Z [---] followers, [--] engagements


"$NVCT seems like the 1.5m block was probably a fund that was short that covered (or sold) since there was no filing. Doesn't change the long term - either the drug works or it doesn't. Even smart people get the short term wrong (if what I think is true) - no funds followed. $NVCT shorts are still laughing and still offsides. A 1.5M share block at $8 just changed the game. Ask yourself: Who took it and who usually follows them $NVCT shorts are still laughing and still offsides. A 1.5M share block at $8 just changed the game. Ask yourself: Who took it and who usually follows them"  
[X Link](https://x.com/kjerath/status/1991319077399253030)  2025-11-20T01:33Z [---] followers, [---] engagements


"Sold some $MNPR yesterday. Been a great run from $2. Bought some more $NVCT. Really disappointed that there was no filing from a big fund related to the secondary but that doesn't change whether the drug works. Hopefully it will have $MNPR like returns"  
[X Link](https://x.com/kjerath/status/1991485667902406886)  2025-11-20T12:35Z [---] followers, [---] engagements


"Also sold some $ZURA that I had picked up recently. Not because I don't believe in the story but because they are coming out with data soon and it's prudent to take chips off the table. I've seen people be right about the science but lose money because of market reaction"  
[X Link](https://x.com/kjerath/status/1991491252811182413)  2025-11-20T12:58Z [---] followers, [---] engagements


"Does anyone have short interest report on $NVCT over time I'd like to see if the fund sold or if the short interest has come down. It's important to ask the right questions which is what I like to do before coming to conclusions"  
[X Link](https://x.com/kjerath/status/1991500611364483130)  2025-11-20T13:35Z [---] followers, [--] engagements


"@BillMiller32 I'll take it :)"  
[X Link](https://x.com/kjerath/status/1991529117305696752)  2025-11-20T15:28Z [---] followers, [---] engagements


"Great close on $AXSM today. Sold 2% of my core holding at the close. The position is too concentrated. Love the future of this company"  
[X Link](https://x.com/kjerath/status/1991983435016245671)  2025-11-21T21:33Z [---] followers, [---] engagements


"$NVCT has now become my second largest position. This has been an absolute dog the last couple of years. I expect [----] to be pivotal and a move one way or the other in the first half of the year. This is supported technically in the graph with a long term descending triangle"  
[X Link](https://x.com/kjerath/status/1992226006770627016)  2025-11-22T13:37Z [---] followers, [---] engagements


"that also lines up with data coming out related to NXP-900. When technicals and fundamentals line up you can often expect major moves. For great fundamental research follow @JD4for4 and @Abby10Smalls. They post great research on X as well as through Truffle Pigs"  
[X Link](https://x.com/kjerath/status/1992226008725098942)  2025-11-22T13:37Z [---] followers, [---] engagements


"They have been correct scientifically on $IMRX and $QURE although they have been wrong on how the stock would perform in the short run in each case. Similarly they have been wrong on $NVCT in the short run call for NXP-800 to be a clearing event for shorts to be stuck"  
[X Link](https://x.com/kjerath/status/1992226010482573607)  2025-11-22T13:37Z [---] followers, [---] engagements


"lower prices. Despite their wrong calls on stock movements I trust them on the science as they have a great track record here. If correct [----] will be a banner year for $NVCT. If wrong expect the stock to drop significantly. The return profile of data is good is similar"  
[X Link](https://x.com/kjerath/status/1992226014446092698)  2025-11-22T13:37Z [---] followers, [---] engagements


"to $AXSM and $MNPR (50x+). Sadly as I've said it's been lower for longer but 4-7 months is not a long time to wait now. Hopefully @JD4for4 and @Abby10Smalls are correct on the science again. I will post the graph supporting the price movement later"  
[X Link](https://x.com/kjerath/status/1992226016534905311)  2025-11-22T13:37Z [---] followers, [---] engagements


"$NVCT. As promised here is the [--] year chart. You can see the downward trending triangle. There have been other chances of a breakout but [----] will be pivotal both fundamentally and technically"  
[X Link](https://x.com/kjerath/status/1992742414612656305)  2025-11-23T23:49Z [---] followers, [---] engagements


"@HenryCryptoG Where do I say they have a great track record Being correct on the science and stock performance are two different things. They get the science correct - and I'm hoping they do for the 3rd time. I think I make it very clear that the performance side has been lacking"  
[X Link](https://x.com/kjerath/status/1992940666431918225)  2025-11-24T12:57Z [---] followers, [--] engagements


"Added $BE $HOOD $FUTU"  
[X Link](https://x.com/kjerath/status/1992980115270316301)  2025-11-24T15:34Z [---] followers, [---] engagements


"$TGTX starting to move"  
[X Link](https://x.com/kjerath/status/1992985562807140542)  2025-11-24T15:56Z [---] followers, [---] engagements


"$MNPR has been a great ride from $2. Now $99. Congrats to Chandler Robinson and management. It hasn't been an easy road. Hoping for the same from $NVCT"  
[X Link](https://x.com/kjerath/status/1992987913303335233)  2025-11-24T16:05Z [---] followers, [---] engagements


"Long $NVCT. $NVCT Nuvectis Pharma to Host a Virtual Key Opinion Leader Meeting to Discuss the NXP900 Phase 1b Program in Advanced Solid Tumors Including the Combination with Osimertinib in NSCLC Read the Full Press Release 👉 https://t.co/nj5Ff7I1pa https://t.co/zFx0O5k7QR $NVCT Nuvectis Pharma to Host a Virtual Key Opinion Leader Meeting to Discuss the NXP900 Phase 1b Program in Advanced Solid Tumors Including the Combination with Osimertinib in NSCLC Read the Full Press Release 👉 https://t.co/nj5Ff7I1pa https://t.co/zFx0O5k7QR"  
[X Link](https://x.com/kjerath/status/1993445941568061584)  2025-11-25T22:25Z [---] followers, [---] engagements


"@HenryCryptoG QURE wasn't bad. While Truffle Pigs is new they were correct on the science of XAIR. They also invested in AXSM TGTX. My point is they have been wrong on the stock movements recently (which frankly is more important to me)"  
[X Link](https://x.com/kjerath/status/1993491047218069651)  2025-11-26T01:24Z [---] followers, [---] engagements


"I remember when $AXSM and $MNPR first came public. Their first drug failed and the company didn't get any credit for anything in their pipeline. That's the way biotech works. Once your first drug doesn't succeed the market goes in to "wait and see" mode. It's often a good time"  
[X Link](https://x.com/kjerath/status/1996217647566815305)  2025-12-03T13:59Z [---] followers, [---] engagements


"to invest because valuations are disconnected from fundamentals. This is a similar case currently for $NVCT. NXP-800 may succeed in the future but it didn't succeed with ovarian cancer (3 different trials were done). Now it's like $AXSM and $MNPR - no one is paying up for the"  
[X Link](https://x.com/kjerath/status/1996217649085190462)  2025-12-03T13:59Z [---] followers, [---] engagements


"promise of NXP-900. For fundamental investors they think the stock should be trading higher. But that's not the way it works. Without major funds involved or interested at this stage it is predominantly retail buying and retail isn't typically smart. Funds would rather wait"  
[X Link](https://x.com/kjerath/status/1996217650569965750)  2025-12-03T13:59Z [---] followers, [--] engagements


"for data since NXP-800 failed because if NXP-900 works it doesn't matter if they buy at $6 or $12 or $20 - it's still a home run. But at $6 the potential for $NVCT is similar to $AXSM and $MNPR in terms of returns. Now management must deliver"  
[X Link](https://x.com/kjerath/status/1996217652214202535)  2025-12-03T13:59Z [---] followers, [---] engagements


"Personally I would like to see the company pursue NXP-800 with other cancers in the near term just to have multiple shots on goal if NXP-900 fails but the potential home run is if NXP-900 works. The question is whether you take to risk now to make 50-100x or you wait and take"  
[X Link](https://x.com/kjerath/status/1996217654097350845)  2025-12-03T13:59Z [---] followers, [--] engagements


"less risk to make 15-30x. Funds are waiting. Insiders are not. Stock hasn't moved. But all the fundamental analysis doesn't change how the stock has performed the past few months and years. Now we have another 4-7 months with a potential increase in price as we get closer to"  
[X Link](https://x.com/kjerath/status/1996217655557034157)  2025-12-03T13:59Z [---] followers, [--] engagements


"data. Ultimately fundamentals play out. Either drugs work or they do not. Typically retail isn't smart enough to know in advance and funds need liquidity and don't want egg on their face with a second failed drug. I was hoping the last secondary would show a large fund buying"  
[X Link](https://x.com/kjerath/status/1996217657608036459)  2025-12-03T13:59Z [---] followers, [---] engagements


"as posted by others on X in the past but that didn't pan out for whatever reason. Now it's back to square one. Hopefully this all makes sense. Place bets now or later - it all depends on your risk profile"  
[X Link](https://x.com/kjerath/status/1996217659076051422)  2025-12-03T13:59Z [---] followers, [---] engagements


"Nice to see yesterday's dip from $AXSM being bought"  
[X Link](https://x.com/kjerath/status/1996323349669007871)  2025-12-03T20:59Z [---] followers, [---] engagements


"Bought $DBRG in size today"  
[X Link](https://x.com/kjerath/status/1997035378679693525)  2025-12-05T20:08Z [---] followers, [---] engagements


"Years ago I gifted shares of $AXSM to my kids. This year (and last) I gifted them $NVCT shares. Hoping it will be as transformative for them as $AXSM investment turned out to be"  
[X Link](https://x.com/kjerath/status/1998056684535664938)  2025-12-08T15:46Z [---] followers, [----] engagements


"I posted this [--] months ago. Will be interested to see if $NVCT moves to the higher end of the descending triangle or even breaks out. Still believe what I said below. Stock now above $7. Looking at the past spikes in $NVCT based on a breakout from a downward sloping triangle (red oval) will we see one now (grey oval) I don't expect a full confirmation of breakout until [----] based on this chart. https://t.co/A3B7E7kkJg Looking at the past spikes in $NVCT based on a breakout from a downward sloping triangle (red oval) will we see one now (grey oval) I don't expect a full confirmation of"  
[X Link](https://x.com/kjerath/status/1998428265719959636)  2025-12-09T16:23Z [---] followers, [---] engagements


"Long $OCUL. 3rd largest biotech position"  
[X Link](https://x.com/kjerath/status/1998435776627913126)  2025-12-09T16:53Z [---] followers, [---] engagements


"Nice move in $ZURA and $QURE. Long both. Very small position in $QURE"  
[X Link](https://x.com/kjerath/status/2001308363045445641)  2025-12-17T15:07Z [---] followers, [---] engagements


"@BillMiller32 As we've discussed the long term is promising. It must break out of the long term descending triangle for this move to be sustained. Not there yet"  
[X Link](https://x.com/kjerath/status/2001379659616030776)  2025-12-17T19:51Z [---] followers, [--] engagements


"My kid attends Wharton undergrad and for his buyout class wrote a paper this semester on how $UNF should be taken out. He better get an A in that class with the news this morning"  
[X Link](https://x.com/kjerath/status/2003102922981491096)  2025-12-22T13:58Z [---] followers, [---] engagements


"$IOVA performing well. Long $IOVA"  
[X Link](https://x.com/kjerath/status/2003851303014064451)  2025-12-24T15:32Z [---] followers, [---] engagements


"This year was the best ever in terms of returns - $AXSM $ZURA $MNPR $OKLO $NBIS $NESR $DBRG $NVDA $FTAI others. Biggest underperformers were crypto $NVCT $TGTX (although I made money on both through options and good/lucky trading). Hope [----] is another good year"  
[X Link](https://x.com/kjerath/status/2005720619468612061)  2025-12-29T19:20Z [---] followers, [---] engagements


"The last two days with $FTAI and $AXSM have made the year even better"  
[X Link](https://x.com/kjerath/status/2006347143024652465)  2025-12-31T12:50Z [---] followers, [---] engagements


"$AXSM has been my largest position by far for several years. It is now priced at a point where a potential buyout may be likely as stock price increases. This move today has been more than I expected. I will likely sell 5-10% of my core position shortly"  
[X Link](https://x.com/kjerath/status/2006452003015372905)  2025-12-31T19:46Z [---] followers, [---] engagements


"$FTAI continuing to run. Selling some but still long. A long way to go"  
[X Link](https://x.com/kjerath/status/2008205788029005923)  2026-01-05T15:55Z [---] followers, [---] engagements


"Luckily I sold 75% after the bounce to mid teens when they announced [--] month data"  
[X Link](https://x.com/kjerath/status/2009395090431869004)  2026-01-08T22:41Z [---] followers, [--] engagements


"@JamesEKrause I have two high school friends that are spine surgeons. One is in Chicago and one is the head of surgery at Georgetown University. I'm not sure if that's what is needed but I can make an intro if that helps"  
[X Link](https://x.com/kjerath/status/2011542677347844576)  2026-01-14T20:55Z [---] followers, [---] engagements


"Recent price action on $NVCT better but needs to be in the context of this longer term chart. Needs to break out of the descending triangle to be really positive. We are getting close but let's see. I had mentioned a possible move to the top of the triangle in Oct but was early"  
[X Link](https://x.com/kjerath/status/2003480265772175643)  2025-12-23T14:58Z [---] followers, [---] engagements


"$VENU Could be interesting over 3-5 years"  
[X Link](https://x.com/kjerath/status/1991141173520400480)  2025-11-19T13:47Z [---] followers, [---] engagements


"Sold $CRWV that I recently bought today (along with covered call) and sold $75 puts expiring tomorrow. Selling some $VENU that I bought a few days ago - back to core position there"  
[X Link](https://x.com/kjerath/status/1991530040866271326)  2025-11-20T15:32Z [---] followers, [---] engagements


"I bought some more $PXED this morning. Was down big. Sold it as it went up but too early. Stock was down 20%+ and now positive. Back to core position"  
[X Link](https://x.com/kjerath/status/1991944209017032902)  2025-11-21T18:58Z [---] followers, [---] engagements


"Given Truffle Pigs focus on fundamental investing and prior research on $IMRX I wonder if they will post anything on the [--] month survival data @JD4for4 https://trufflepigs.substack.com/archive https://trufflepigs.substack.com/archive"  
[X Link](https://x.com/kjerath/status/2009327021474582783)  2026-01-08T18:11Z [---] followers, [---] engagements


"Bought $DBRG $WCC $PXED and $ETH futures this morning. Seems like something is up with $DBRG given the big move"  
[X Link](https://x.com/kjerath/status/1978143349694493044)  2025-10-14T16:58Z [---] followers, [---] engagements


"$IMRX here is a company that had good data. You can say great data or you can question the data but it certainly was not bad. And the stock has not performed because management tapped equity markets poorly IMO. E"  
[X Link](https://x.com/anyuser/status/1972743021528842285)  2025-09-29T19:19Z [---] followers, [----] engagements


"Based on the chart unless some fundamental bad news comes out I think $TGTX bottoms in the $26-28 range"  
[X Link](https://x.com/kjerath/status/2011145512309964852)  2026-01-13T18:37Z [---] followers, [---] engagements


"Nibbled on $TVTX after announcement today with covered calls"  
[X Link](https://x.com/kjerath/status/2011161519900541405)  2026-01-13T19:40Z [---] followers, [---] engagements


"$ZURA up another 25%"  
[X Link](https://x.com/anyuser/status/2014089090325483541)  2026-01-21T21:33Z [---] followers, [---] engagements

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