#  @semodough dough
Several biotech companies have recently made significant announcements, including Roivant Sciences ($ROIV) with positive Phase [--] study results for brepocitinib in dermatomyositis. Argenx ($ARGX) also reported strong sales of its Vyvgart treatment, with a $4 billion run rate. Additionally, Soleno Therapeutics ($SLNO) saw its shares trade up after a failed trial from a competitor, Acadia Pharmaceuticals ($ACAD).
### Engagements: [------] [#](/creator/twitter::3426014292/interactions)
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- [--] Year [----------] +38%
### Mentions: [---] [#](/creator/twitter::3426014292/posts_active)
- [--] Week [---] -4.10%
- [--] Month [---] -21%
- [--] Months [-----] +91%
- [--] Year [-----] +59%
### Followers: [------] [#](/creator/twitter::3426014292/followers)
- [--] Week [------] +0.03%
- [--] Month [------] +0.56%
- [--] Months [------] +4.50%
- [--] Year [------] +8.90%
### CreatorRank: [-------] [#](/creator/twitter::3426014292/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) 57.88% [finance](/list/finance) 21.21% [cryptocurrencies](/list/cryptocurrencies) 4.24% [currencies](/list/currencies) 4.24% [technology brands](/list/technology-brands) 2.42% [countries](/list/countries) 1.21% [travel destinations](/list/travel-destinations) 0.91% [financial services](/list/financial-services) 0.61% [musicians](/list/musicians) 0.3% [automotive brands](/list/automotive-brands) 0.3%
**Social topic influence**
[$bbio](/topic/$bbio) #1, [$crvs](/topic/$crvs) #4, [$ocul](/topic/$ocul) #1, [$vktx](/topic/$vktx) #5, [data](/topic/data) #293, [target](/topic/target) #2777, [$tgtx](/topic/$tgtx) #12, [in the](/topic/in-the) 5.15%, [$nktr](/topic/$nktr) #17, [ceo](/topic/ceo) #2189
**Top accounts mentioned or mentioned by**
[@biopharmiq](/creator/undefined) [@thenewceo_](/creator/undefined) [@seedy19tron](/creator/undefined) [@jd4for4](/creator/undefined) [@avidresearch](/creator/undefined) [@almightyzeeza](/creator/undefined) [@biohazard3737](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@dreesenkl](/creator/undefined) [@tradingsssss](/creator/undefined) [@omillionaires](/creator/undefined) [@biotech_jack](/creator/undefined) [@quantumup1](/creator/undefined) [@vulpescap](/creator/undefined) [@biomaven](/creator/undefined) [@soowannaway](/creator/undefined) [@amaymd](/creator/undefined) [@sharkbiotech](/creator/undefined) [@jfais20](/creator/undefined) [@jonesallen99138](/creator/undefined)
**Top assets mentioned**
[BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [AstraZeneca PLC (AZN)](/topic/$azn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Synthetify (SNY)](/topic/$sny) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Pfizer, Inc. (PFE)](/topic/$pfe) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Vertex Protocol (VRTX)](/topic/$vrtx) [Vaxcyte, Inc. (PCVX)](/topic/$pcvx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Eli Lilly and Company (LLY)](/topic/$lly) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Novo-Nordisk (NVO)](/topic/$nvo) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Abivax SA (ABVX)](/topic/$abvx) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Biogen Inc (BIIB)](/topic/$biib) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Sanofi (SNY)](/topic/sanofi) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Amgen, Inc. (AMGN)](/topic/$amgn) [Climb Bio, Inc (CLYM)](/topic/$clym) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Alumis Inc. (ALMS)](/topic/$alms) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Insmed, Inc. (INSM)](/topic/$insm) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Tyra Biosciences, Inc. (TYRA)](/topic/$tyra)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$OCUL Ocular Therapeutix Reports Fourth Quarter and Full Year [----] Results and Business Highlights Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-reports-fourth-quarter-and-full-year-2024/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-reports-fourth-quarter-and-full-year-2024/"
[X Link](https://x.com/semodough/status/1896532306350702970) 2025-03-03T12:05Z 42.4K followers, [----] engagements
"$OCUL Ocular Therapeutix (OCUL) has a short interest of 14.4million shares representing 9.40% of the float $VKTX - short interest at all time highs as we start phase [--] https://t.co/ACzGMQ1Ckv $VKTX - short interest at all time highs as we start phase [--] https://t.co/ACzGMQ1Ckv"
[X Link](https://x.com/semodough/status/1938001490536186232) 2025-06-25T22:28Z 42.4K followers, [----] engagements
"$OCUL RJ Strong Buy $OCUL Prep Work for Expected Investor Day Updates on Development of Axpaxli in NPDR and DME Ocular Therapeutix will host an investor day next Tuesday September [--]. will get commentary on the progress of the Phase [--] studies in wAMD; however our focus will be on the unveiling of the companys development strategy for Axpaxli beyond wAMD specifically non- proliferative diabetic retinopathy (NPDR) and diabetic macular edema (DME). https://twitter.com/i/web/status/1970915868096749683 https://twitter.com/i/web/status/1970915868096749683"
[X Link](https://x.com/semodough/status/1970915868096749683) 2025-09-24T18:18Z 42.4K followers, 10.4K engagements
"Pontifex sold all $KROS 10/16 - only [--] positions for them with $CLYM biggest at [---] million shares as 9/18/2025 $CLYM way below cash [---] million cash - Mcap [---] million - RA Capital owns [--] million shares - also found it interesting TANG filing new position of [--] million shares https://t.co/JY1s4bbqpr $CLYM way below cash [---] million cash - Mcap [---] million - RA Capital owns [--] million shares - also found it interesting TANG filing new position of [--] million shares https://t.co/JY1s4bbqpr"
[X Link](https://x.com/semodough/status/1980669621356359885) 2025-10-21T16:16Z 42.4K followers, [----] engagements
"$OCUL Ocular Therapeutix Achieves Target Randomization of [---] Subjects in SOL-R Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-achieves-target-randomization-555-subjects/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-achieves-target-randomization-555-subjects/"
[X Link](https://x.com/semodough/status/1985678867583971565) 2025-11-04T12:01Z 42.4K followers, [----] engagements
"@seedy19tron No idea why @ScorpionFund has not done report on $INBX & all sketchiness it seems going on there Vs going after others"
[X Link](https://x.com/semodough/status/1991601715632906702) 2025-11-20T20:17Z 42.4K followers, [----] engagements
"$IDYA IDEAYA Biosciences Announces IND Clearance for IDE034 a Potential First-in-Class Bispecific B7H3/PTK7 TOP1 ADC Targeting Multiple Solid Tumor Types - Dec [--] [----] https://ir.ideayabio.com/2025-12-01-IDEAYA-Biosciences-Announces-IND-Clearance-for-IDE034-a-Potential-First-in-Class-Bispecific-B7H3-PTK7-TOP1-ADC-Targeting-Multiple-Solid-Tumor-Types https://ir.ideayabio.com/2025-12-01-IDEAYA-Biosciences-Announces-IND-Clearance-for-IDE034-a-Potential-First-in-Class-Bispecific-B7H3-PTK7-TOP1-ADC-Targeting-Multiple-Solid-Tumor-Types"
[X Link](https://x.com/semodough/status/1995448235737968771) 2025-12-01T11:01Z 42.4K followers, [----] engagements
"$GUTS catalysts & thank you @Vulpescap for $GUTS a summary 🧵Long-form $GUTS thesis here. I posted it to VIC a few mo ago at $1.25ish right after the randomized 3-mo data came out. Not as cheap anymore but we have good 6-mo OL data and 6-mo randomized data in January. Not investment advice but for those who are interested: 🧵Long-form $GUTS thesis here. I posted it to VIC a few mo ago at $1.25ish right after the randomized 3-mo data came out. Not as cheap anymore but we have good 6-mo OL data and 6-mo randomized data in January. Not investment advice but for those who are interested:"
[X Link](https://x.com/semodough/status/1996637990870016122) 2025-12-04T17:49Z 42.4K followers, 15.5K engagements
"$GUTS CEO BUY $GUTS https://t.co/HbLx2VcIVz $GUTS https://t.co/HbLx2VcIVz"
[X Link](https://x.com/semodough/status/1998001969122689519) 2025-12-08T12:09Z 42.4K followers, 18K engagements
"after seeing the bidding for $CDTX - should $IVVD not be higher $cdtx $mrk mergers details out 10/24 -$118 offer from company D 10/29- $120 offer from $mrk 11/01 - $130 offer from company D 11/04 - $104 offer from company E 11/07 - $150 offer from company D 11/08 - $156 offer from $mrk 11/08 - $140 offer from company F 11/08 - $127 + cvr $cdtx $mrk mergers details out 10/24 -$118 offer from company D 10/29- $120 offer from $mrk 11/01 - $130 offer from company D 11/04 - $104 offer from company E 11/07 - $150 offer from company D 11/08 - $156 offer from $mrk 11/08 - $140 offer from company F"
[X Link](https://x.com/semodough/status/1998003748786893073) 2025-12-08T12:16Z 42.4K followers, [----] engagements
"$GUTS new December slide deck out https://ir.fractyl.com/static-files/832aa780-1e7f-49e7-9e62-d2af6f527d44 $GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too many to name I watched from afaryet felt the flame. Then came Fractyl a different way A duodenal tune-up to keep fat at bay. No needles no https://t.co/usVTrFS2L9 https://ir.fractyl.com/static-files/832aa780-1e7f-49e7-9e62-d2af6f527d44 $GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too"
[X Link](https://x.com/semodough/status/1998427188572373056) 2025-12-09T16:19Z 42.4K followers, [----] engagements
"$OCUL BAIRD good read on $OCUL thru December [--] [----] Biotechnology Commentary on Ocular's Axpaxli in Wet AMD Dr. Dhoot sees Ocular's SOL-1 as a unique and "quite genius" trial design. SOL-1 the first of two of Ocular Therapeutix's (OCUL Kusy) pivotal wet AMD studies is set to readout in 1Q26 study. Dr. Dhoot and most docs expect SOL-1 to be successful on primary endpoint. https://twitter.com/i/web/status/1998435311970341079 https://twitter.com/i/web/status/1998435311970341079"
[X Link](https://x.com/semodough/status/1998435311970341079) 2025-12-09T16:51Z 42.4K followers, [----] engagements
"$IDYA IDEAYA Biosciences Announces IND Submission for IDE574 a Potential First-In-Class KAT6/7 Dual Inhibitor for Breast and Lung Cancers - Dec [--] [----] https://ir.ideayabio.com/2025-12-10-IDEAYA-Biosciences-Announces-IND-Submission-for-IDE574-a-Potential-First-In-Class-KAT6-7-Dual-Inhibitor-for-Breast-and-Lung-Cancers https://ir.ideayabio.com/2025-12-10-IDEAYA-Biosciences-Announces-IND-Submission-for-IDE574-a-Potential-First-In-Class-KAT6-7-Dual-Inhibitor-for-Breast-and-Lung-Cancers"
[X Link](https://x.com/semodough/status/1998714886596001962) 2025-12-10T11:22Z 42.4K followers, [----] engagements
"$IMNM (OUTPERFORM$40.00 PT): Home Run Scenario for Phase [--] RINGSIDE Topline; Better Numerical Efficacy & Potentially Safety for Varegacestat Over Nirogacestat; Launch Prep Underway; PT to $40 LIFESCI $IMNM Immunome to Announce Topline Results from Phase [--] RINGSIDE Trial of Varegacestat in Patients with Desmoid Tumors - Investor Relations https://t.co/OQTzp0pD3J $IMNM Immunome to Announce Topline Results from Phase [--] RINGSIDE Trial of Varegacestat in Patients with Desmoid Tumors - Investor Relations https://t.co/OQTzp0pD3J"
[X Link](https://x.com/semodough/status/2000603718656405578) 2025-12-15T16:27Z 42.4K followers, [----] engagements
"$NBIX Neurocrine Biosciences Showcases R&D Transformation Driving Innovation Across Neuroscience and Endocrinology Neurocrine Biosciences https://neurocrine.gcs-web.com/news-releases/news-release-details/neurocrine-biosciences-showcases-rd-transformation-driving https://neurocrine.gcs-web.com/news-releases/news-release-details/neurocrine-biosciences-showcases-rd-transformation-driving"
[X Link](https://x.com/semodough/status/2001035820514599014) 2025-12-16T21:04Z 42.4K followers, [----] engagements
"$GUTS upcoming 6mo REMAIN-1 midpoint data readout in Jan [----] Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of topics including 1) Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of"
[X Link](https://x.com/semodough/status/2001983721281581408) 2025-12-19T11:51Z 42.4K followers, [----] engagements
"$IRON 1Q26: Potential FDA approval and commercial launch for bitopertin in EPP by end of January [----] 2H26: Additional data from the Phase [--] RALLY-MF study of DISC-0974 in anemia of MF 2H26: Initial data from the Phase [--] RESTORE-PV study of DISC-3405 in PV 2H26: Initial data from a Phase 1b study of DISC-3405 in SCD https://twitter.com/i/web/status/2002888470591668385 https://twitter.com/i/web/status/2002888470591668385"
[X Link](https://x.com/semodough/status/2002888470591668385) 2025-12-21T23:46Z 42.4K followers, [----] engagements
"$XBI #Biotechs BofA sees small- and mid-cap biotech well positioned into [----] Top picks: $ARGX Argenx $KALV KalVista Pharmaceuticals $OCUL Ocular Therapeutix"
[X Link](https://x.com/semodough/status/2002889985410867545) 2025-12-21T23:52Z 42.4K followers, [----] engagements
"$IRON Truist Friday $IRON shares are trading sharply lower following a STAT news article alleging that VInay Prasad has become personally involved in the ongoing CNPV review of bitopertin for erythropoietic protoporphyria (EPP) and that he is "skeptical of the drug's efficacy". We note that Prasad does not oversee the FDA Division that would typically conduct the filing review however he is part of the committee that chooses which products to award the CNPV vouchers https://twitter.com/i/web/status/2003080145985323292 https://twitter.com/i/web/status/2003080145985323292"
[X Link](https://x.com/semodough/status/2003080145985323292) 2025-12-22T12:28Z 42.4K followers, [----] engagements
"$IVVD BTIG initiated Buy; PT $10 A proven track record of producing effective antibodies coupled with the much larger TAM of VYD2311 relative to the already approved PEMGARDA is the reason we recommend investing in Invivyd. price target is based on expectation of a positive readout documenting superiority to mRNA vaccines from the P3 REVOLUTION program for VYD2311 around YE26.find the Invivyd approach compelling as antibodies directed at invariant regions of pathogens is a Holy Grail of infectious disease treatment. Toward this goal Invivyd has taken a clever approach for current COVID-19"
[X Link](https://x.com/semodough/status/2003172434661245427) 2025-12-22T18:35Z 42.4K followers, [----] engagements
"$PRAX BTIG (PRAX Buy $843 PT) December [--] [----] Pedal To The Metal for PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does. BTIG: Pedal To The Metal for $PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does. BTIG: Pedal To The Metal for $PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does"
[X Link](https://x.com/semodough/status/2005609414666092642) 2025-12-29T11:58Z 42.4K followers, [----] engagements
"$PRAX Truist caught up with mgmnt who shared that during conversations with the FDA that led up to the granting of the BTD several "review type" questions were asked indicating some level of FDA's comfort with the data and pre-NDA meeting"
[X Link](https://x.com/semodough/status/2006018227143328087) 2025-12-30T15:03Z 42.4K followers, [----] engagements
"$AXSM Axsome Therapeutics Announces FDA Acceptance and Priority Review of Supplemental New Drug Application for AXS-05 for the Treatment of Alzheimers Disease Agitation Axsome Therapeutics Inc. https://axsometherapeuticsinc.gcs-web.com/news-releases/news-release-details/axsome-therapeutics-announces-fda-acceptance-and-priority-0 https://axsometherapeuticsinc.gcs-web.com/news-releases/news-release-details/axsome-therapeutics-announces-fda-acceptance-and-priority-0"
[X Link](https://x.com/semodough/status/2006334813368725719) 2025-12-31T12:01Z 42.4K followers, [----] engagements
"$PRAX catalysts: 1Q26: File NDA for ulixacaltamide in ET 1Q26: FDA meeting on EMBOLD data 1Q26: File NDA for relutrigine in SCN2A/8A-DEE 1H26: Top-line Phase II/III POWER [--] data for vormatrigine in FOS 1H26: Top-line EMBRAVE Part A data for elsunersen 1H26: Initiate POWER [--] study for vormatrigine in monotherapy FOS 2H26: EMERALD study enrollment completion for relutrigine in broad DEEs 2H26: POWER [--] enrollment completion for vormatrigine in FOS 2026: EMBRAVE [--] top-line data https://twitter.com/i/web/status/2006407591404949615 https://twitter.com/i/web/status/2006407591404949615"
[X Link](https://x.com/semodough/status/2006407591404949615) 2025-12-31T16:50Z 42.4K followers, [----] engagements
"@JD4for4 Well said JD. That was Bear thesis back then JPM 2019people dismissed Auvelity as a junky combo of two generics"
[X Link](https://x.com/semodough/status/2006451287777538513) 2025-12-31T19:43Z 42.4K followers, [----] engagements
"$GUTS catalysts $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ"
[X Link](https://x.com/semodough/status/2008179754965622991) 2026-01-05T14:12Z 42.4K followers, [----] engagements
"#BIOTECHS Truist refreshes few [----] models $ALNY BUY; $530 (was $535) $ARGX BUY; $1030 (was $950) $BBIO BUY $86 (was $80) $BIIB HOLD $190 (was $142) $CNTA BUY $33 (was $30) $DNTH BUY $63 (was $56) $HRMY BUY $45 (was $48) $IMVT HOLD $22 (was $16) $NBIX BUY $169 (was $172) $TECX BUY $60 (was $64) https://twitter.com/i/web/status/2009241779447411095 https://twitter.com/i/web/status/2009241779447411095"
[X Link](https://x.com/semodough/status/2009241779447411095) 2026-01-08T12:32Z 42.4K followers, [----] engagements
"$ELVN much sicker population with basically same results as $TERN question now does $TERN deserve [--] Billion Mcap $ELVN vs $TERN - interesting data here little different mechanism. https://t.co/coy0yqKaIc $ELVN vs $TERN - interesting data here little different mechanism. https://t.co/coy0yqKaIc"
[X Link](https://x.com/semodough/status/2009282750977646968) 2026-01-08T15:15Z 42.4K followers, 10.3K engagements
"$MRK has the firepower plenty $VRNA $CDTX $RVMD & more $XBI $MRK will generate around [--] Billion in free cash flow 2025-2027 - plenty of firepower even after [--] Billion for $VRNA $MRK will generate around [--] Billion in free cash flow 2025-2027 - plenty of firepower even after [--] Billion for $VRNA"
[X Link](https://x.com/semodough/status/2009374929519620166) 2026-01-08T21:21Z 42.4K followers, [----] engagements
"Baird #Biotech pics [----] favorite biotech names to own in [----]. Skorney: $BIIB $XENE $BHVN Allen: $IMCR $TSHA $VYGR Kusy: $OCUL $SYRE $CLYM"
[X Link](https://x.com/semodough/status/2009595820539342878) 2026-01-09T11:59Z 42.4K followers, [----] engagements
"$MLTX Catalysts SLK in axSpA Phase [--] S-OLARIS topline data - 1Q26 MLTX Investor Day - February [--] [----] SLK in HS VELA-1/2 52wk data - 2Q26 SLK in PsA Phase [--] IZAR-1 topline data - mid-2026 SLK in adolescent HS Phase [--] VELA-TEEN topline data - mid-2026 SLK in HS BLA submission - 2H26 SLK in PsA Phase [--] IZAR-2 topline data - 2H26 https://twitter.com/i/web/status/2010450686845288774 https://twitter.com/i/web/status/2010450686845288774"
[X Link](https://x.com/semodough/status/2010450686845288774) 2026-01-11T20:36Z 42.4K followers, [----] engagements
"$BBIO - not sure many even knew BBIO had this EPP program - just impressive. #JPM26 ROBUST #biotech as you find going forward $BBIO some may nit pick the silliest things on $BBIO ATTRUBY launch - but its impressive & NEIL Rocking it on call about the other [--] NDA filings soon $BBIO some may nit pick the silliest things on $BBIO ATTRUBY launch - but its impressive & NEIL Rocking it on call about the other [--] NDA filings soon"
[X Link](https://x.com/semodough/status/2010745875207770535) 2026-01-12T16:09Z 42.4K followers, 12.4K engagements
"$SMMT Over [----] patients have been enrolled across [---] trials worldwide including [--] randomized Phase [--] studies (4 global [--] Akeso-sponsored) across a broad range of tumor types. Summit is actively supporting over [--] investigator-sponsored studies with [--] currently enrolling and [--] in collaboration with MD Anderson aiming to inform future development and expand indications. Additional Phase [--] studies and combination regimens are planned for [----]. Key upcoming catalysts include pivotal HARMONi-3 and HARMONi-6 readouts in NSCLC as well as a potential HARMONi-2 OS analysis in 1L NSCLC."
[X Link](https://x.com/semodough/status/2011166506860560448) 2026-01-13T20:00Z 42.4K followers, [----] engagements
"$TEVA #JPM26 Duvakitug phase [--] maintenance data (1H26) IL-15 data in vitiligo (phase 1b data in 1H26) and celiac (phase 2a data in 2H26) as well as data for DARI (phase [--] data in 2H2026) and emrusolmin (futility analysis in 2H26). TEVA expects to launch olanzapine LAI in 2H26 with mgmt highlighting pent-up demand (from oral olanzapine) although contracting negotiations could take some time (resulting in a more significant revenue contribution in [----] vs 2026) https://twitter.com/i/web/status/2011416600566493304 https://twitter.com/i/web/status/2011416600566493304"
[X Link](https://x.com/semodough/status/2011416600566493304) 2026-01-14T12:34Z 42.4K followers, [----] engagements
"$TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by [----]. $TGTX Cantor Prakhar Stock is at a very attractive valuation right now - our DCF value with conservative assumptions for subQ Briumvi is low $40s/sh (50% upside) so we are surprised the stock hasn't traded up a lot more. BUY TGTX $TGTX Cantor Prakhar Stock is at a very attractive valuation right now - our DCF value with conservative assumptions for subQ Briumvi is low"
[X Link](https://x.com/semodough/status/2011536841275478337) 2026-01-14T20:32Z 42.4K followers, 23.6K engagements
"$BBIO smart move here by MGT - to reprice the debt now while conserving cash flow -because I see over [--] billion in cash flow per year by [----] $BBIO BridgeBio Prices Offering of $500 Million Convertible Senior Notes due [----] to Refinance Senior Secured Debt https://t.co/Ck18gCBJ5i $BBIO BridgeBio Prices Offering of $500 Million Convertible Senior Notes due [----] to Refinance Senior Secured Debt https://t.co/Ck18gCBJ5i"
[X Link](https://x.com/semodough/status/2011560941666910388) 2026-01-14T22:07Z 42.4K followers, [----] engagements
"$TGTX updated Jefferies model [---] Billion revenue [----] $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by [----]. $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by 2030"
[X Link](https://x.com/semodough/status/2012139636227969491) 2026-01-16T12:27Z 42.4K followers, [----] engagements
"$TGTX one BRIUMVI social board with over 3k members - been talking switches for years - great to see so many doing well"
[X Link](https://x.com/semodough/status/2012652753986695669) 2026-01-17T22:26Z 42.4K followers, [----] engagements
"$CRVS - about as good as it could be. 75% of soquelitinib patients achieved EASI [--] 25% achieved EASI [--] and 33% achieved IGA 0/1 $CRVS Announces Positive Data from Cohort [--] Confirming Results for Placebo-Controlled Phase [--] Clinical Trial of Soquelitinib for Atopic Dermatitis. $NKTR https://t.co/AxiYYEMFRT $CRVS Announces Positive Data from Cohort [--] Confirming Results for Placebo-Controlled Phase [--] Clinical Trial of Soquelitinib for Atopic Dermatitis. $NKTR https://t.co/AxiYYEMFRT"
[X Link](https://x.com/semodough/status/2013583211620667471) 2026-01-20T12:03Z 42.4K followers, 17.2K engagements
"$CRVS - data better then $KYMR 75% EASI75 25% EASI90 33% IGA0/1 deepening responses on patients failing JAK & Dupi"
[X Link](https://x.com/semodough/status/2013583812924453090) 2026-01-20T12:06Z 42.4K followers, 19.2K engagements
"$CRVS 35% of patients had received prior systemic therapies (n=25) including 50% of patients (n=12) in cohort [--]. $KYMR not sure they did any $CRVS - treated more severe patients patients in these cohorts having more advanced disease with a higher mean baseline EASI (Eczema Area and Severity Index) score compared to patients in cohorts [--] and [--]. The mean baseline EASI in cohort [--] was [----] for the patients treated with $CRVS - treated more severe patients patients in these cohorts having more advanced disease with a higher mean baseline EASI (Eczema Area and Severity Index) score compared to"
[X Link](https://x.com/semodough/status/2013584778365174086) 2026-01-20T12:09Z 42.4K followers, [----] engagements
"Zunovo can not be done at home $TGTX SUBq will be able to. Huge advantage $TGTX Those that follow closely MW's thoughts on market space for injections vs. infusion his WAG of 33% for injections; I just saw a discussion on this topic in an Ocrevus group and amazingly 66% preferred the infusions over their Zunovo having done both. Fascinating.fwiw $TGTX Those that follow closely MW's thoughts on market space for injections vs. infusion his WAG of 33% for injections; I just saw a discussion on this topic in an Ocrevus group and amazingly 66% preferred the infusions over their Zunovo having done"
[X Link](https://x.com/semodough/status/2013589653153059047) 2026-01-20T12:29Z 42.4K followers, [----] engagements
"$CRVS - nice job CRVS son taking on treatment resistant patients Unlike the others. - you now have $SNY $REGN attention $CRVS ORAL - Disease remission for [--] months post treatment https://t.co/omYnfkXXrL $CRVS ORAL - Disease remission for [--] months post treatment https://t.co/omYnfkXXrL"
[X Link](https://x.com/semodough/status/2013604973813153976) 2026-01-20T13:30Z 42.4K followers, [----] engagements
"$BBIO Buy)-Mgmt Dinner Highlights: Attruby & [--] Launches Unlock Multi-Blockbuster Platform-We hosted a dinner with BBIO management following a standout Q4 pre-report. Attruby is already taking clear leadership with tx-naive share now 25%. ADH1 and limb-girdle are tangible $1B+ opportunities with potential approvals next year while a successful achon readout in Q1 could add another blockbuster. Management sees a path to $10B+ of revenue and we view a $20B valuation as the next step No $BBIO Cowen another Billion dollar opportunity- no competition either & its ORAL https://t.co/vwoZ8xaukM $BBIO"
[X Link](https://x.com/semodough/status/2013686737235525658) 2026-01-20T18:55Z 42.4K followers, [----] engagements
"$BBIO Management sees a path to $10B+ of revenue and view a $20B valuation as the next step $BBIO Buy)-Mgmt Dinner Highlights: Attruby & [--] Launches Unlock Multi-Blockbuster Platform-We hosted a dinner with BBIO management following a standout Q4 pre-report. Attruby is already taking clear leadership with tx-naive share now 25%. ADH1 and limb-girdle are tangible $BBIO Buy)-Mgmt Dinner Highlights: Attruby & [--] Launches Unlock Multi-Blockbuster Platform-We hosted a dinner with BBIO management following a standout Q4 pre-report. Attruby is already taking clear leadership with tx-naive share now"
[X Link](https://x.com/semodough/status/2013686811113959493) 2026-01-20T18:55Z 42.4K followers, [----] engagements
"$APLS additional UPSIDE catalyst/pipeline expanding Empaveli into additional kidney indications with pivotal studies underway in FSGS and DGF. It also is evaluating a combination therapy - Syfovre + APL3007 (siRNA) -for potentially superior efficacy and less frequent eye injections in GA. Phase [--] topline data is expected in [----]. In addition Apellis plans to file an investigational new drug application in 2H26 for APL9099 an FcRn geneediting therapy with potential across multiple autoimmune diseases. Positive updates from these programs could provide further upside. $APLS BofA upgrade $APLS"
[X Link](https://x.com/semodough/status/2013948558257369424) 2026-01-21T12:15Z 42.4K followers, [----] engagements
"$SNY Sanofi Phase III COAST-2 and SHORE (+TCS) data for amlitelimab in atopic dermatitis (AD) in the coming weeks with no meaningful recruitment differences for COAST-2 vs COAST-1 and with an expectation for similar efficacy;"
[X Link](https://x.com/semodough/status/2013959704859332849) 2026-01-21T12:59Z 42.4K followers, [----] engagements
"BofA $IKT initiate on Inhibikase currently advancing a prodrug of TKI imatinib for PAH with a Buy $6 PT Despite reasons to believe '001 may be able to reduce AEs think shares are trading with little credit for the opportunity recognize the unknowns especially given setbacks from other attempts but KOLs are optimistic https://twitter.com/i/web/status/2014010882469093620 https://twitter.com/i/web/status/2014010882469093620"
[X Link](https://x.com/semodough/status/2014010882469093620) 2026-01-21T16:23Z 42.4K followers, [----] engagements
"Wedbush $CRVS not covered) reported early efficacy in atopic dermatitis (EASI-75: 75% or 55% pbo-adjusted; IGA 0/1: 33% also 33% pbo-adjusted) with no major safety signals for its ITK inhibitor soquelitinib. Responses continued to surpass those of KT-621 (STAT6 degrader; $KYMR at [--] weeks Deepening of response through [--] weeks and durable remission following discontinuation further validate ITK as a target in dermatology.Deepening of response through [--] weeks and durable remission following discontinuation (Fig. [--] 4) further validate ITK as a target in dermatology."
[X Link](https://x.com/semodough/status/2014013064316674184) 2026-01-21T16:31Z 42.4K followers, [----] engagements
"$ALMS Charden initiate coverage with a Buy rating PT of $37 based on the potential of its late-stage clinical pipeline in TYK2-mediated autoimmune disorders. Alumis lead asset envudeucitinib is an oral second-gen allosteric TYK2 inhibitor that recently achieved all primary and secondary endpoints in two phase III trials in moderate-to-severe plaque psoriasis. https://twitter.com/i/web/status/2014049363601834290 https://twitter.com/i/web/status/2014049363601834290"
[X Link](https://x.com/semodough/status/2014049363601834290) 2026-01-21T18:56Z 42.4K followers, [----] engagements
"$ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in multiple sclerosis 3Q26. Envu: Topline phase II data in systemic lupus erythematosus 2H26: Envu: Topline data from ONWARD3 in psoriasis 2H26: Envu: [--] yr follow up phase II data for psoriasis 2H26. Envu: Potential NDA filing for psoriasis $ALMS Charden initiate coverage with a Buy rating PT of $37 based on the potential of its late-stage clinical pipeline in TYK2-mediated autoimmune disorders. Alumis lead asset envudeucitinib is an oral second-gen"
[X Link](https://x.com/semodough/status/2014050569149620251) 2026-01-21T19:00Z 42.4K followers, [----] engagements
"$BBIO Cowen nugget MGT reiterated that most important signal remains continued acceleration in treatment-naive segment where Attruby has now achieved over 25% share placing the franchise just below the companys 30-40% peak target range. $BBIO - headwinds turns to tailwinds - glad to see others digesting that - its big deal $BBIO - headwinds turns to tailwinds - glad to see others digesting that - its big deal"
[X Link](https://x.com/semodough/status/2014061104326951140) 2026-01-21T19:42Z 42.4K followers, [----] engagements
"$CRVS $KYMR Based on Jefferies analysis of KYMR& dropping IRAK4 and similar share count to $CRVS seems Jefferies should increase CRVS PT to $60 $CRVS has Ph3 trial more safety placebo controlled AD data and is better than KT-621 $CRVS $KYMR Current perception (long-term safety/monitoring + efficacy): ➡Safety: JAKs ITKi STAT6 degrader Dupixent. ➡Efficacy: JAKs/ITKi likely STAT6 degrader Dupixent but ITKi vs JAKs and degrader vs Dupixent need Phase 2/3 replication (esp. itch speed + $CRVS $KYMR Current perception (long-term safety/monitoring + efficacy): ➡Safety: JAKs ITKi STAT6 degrader"
[X Link](https://x.com/semodough/status/2014303895401406755) 2026-01-22T11:47Z 42.4K followers, [----] engagements
"$JANX $BMY $50 million in upfront and near-term milestone payments and is eligible to receive development regulatory and commercial milestones up to approximately $800 million in the aggregate. Janux is also entitled to tiered royalties on global product sales. $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://t.co/BAjXr43tyQ $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide"
[X Link](https://x.com/semodough/status/2014309728113873383) 2026-01-22T12:10Z 42.4K followers, [----] engagements
"$DAWN You got to be kidding me until today I didnt realize Alec at BOFA covers $DAWN $TGTX shareholders say what piece of 🤢🤢"
[X Link](https://x.com/semodough/status/2014368876037910741) 2026-01-22T16:05Z 42.4K followers, [----] engagements
"$CRVS OPPY KOL call Oral options could change the landscape in AD with a clear efficacy bar around 25-30% placebo adjusted EASI75 or a mean change in EASI of 60-70% both at 16wks based on dupilumab. Both $KYMR's '621 and $CRVS' SQL look promising with novel MOAs being an important addition to the space. Dr. Strober seemed a bit more enthusiastic about SQL given the longer treatment experience and placebo arm $CRVS OPPY PT $32 Oppenheimer $CRVS additional AD data that continue to impress across all reported efficacy These results come from Cohort [--] patients dosed with 200mg BID soquelitinib"
[X Link](https://x.com/semodough/status/2014734147130896428) 2026-01-23T16:17Z 42.4K followers, [----] engagements
"$DYN Catalysts: 2Q26: Z-Rostudirsen BLA submission for AA 2Q26: Z-Rostudirsen initiation of global P3 1Q27: Z-Rostudirsen US launch (assuming Priority Review) 2Q26: Z-Basivarsen complete enrollment for registrational expansion cohort in DM1 1Q27: Z-Basivarsen data for REC 3Q27: Z-Basivarsen potential submission for US AA 1Q28: Z-Basivarsen potential US launch (assuming Priority Review) https://twitter.com/i/web/status/2015082028543180866 https://twitter.com/i/web/status/2015082028543180866"
[X Link](https://x.com/semodough/status/2015082028543180866) 2026-01-24T15:19Z 42.4K followers, [----] engagements
"$CRVS listening to CEO speak & $REGN speak DUPIXENT does not due well on all Groups -$CRVS enrolled failures & most difficult to treat & still ended up with data better then SOC @seedy19tron Dupixent also works in Asian patients though no Soquelitinib increases Tregs so should would I races based on Dupixent MoA @seedy19tron Dupixent also works in Asian patients though no Soquelitinib increases Tregs so should would I races based on Dupixent MoA"
[X Link](https://x.com/semodough/status/2015085553008496690) 2026-01-24T15:33Z 42.4K followers, 21K engagements
"$APLS Catalyst 1Q26 EMA Regulatory Approval of Aspaveli in C3G/IC-MPGN 1H26 Regulatory Submission for Prefilled Syringe (PFS) SYFOVRE in Geographic Atrophy (GA) 2H26 (IND) Submission of APL-9099 (potential one-time neonatal FcRn) [----] Phase [--] topline data SYFOVRE + APL-3007 in Geographic Atrophy (GA) $APLS additional UPSIDE catalyst/pipeline expanding Empaveli into additional kidney indications with pivotal studies underway in FSGS and DGF. It also is evaluating a combination therapy - Syfovre + APL3007 (siRNA) -for potentially superior efficacy and less frequent eye $APLS additional UPSIDE"
[X Link](https://x.com/semodough/status/2015090333063803216) 2026-01-24T15:52Z 42.4K followers, [----] engagements
"$ARGX Catalyst VYVGART (efgartigimod) 5/10/2026 PDUFA Date for AChR-Ab Seronegative gMG 1Q [----] Topline Phase [--] Data (ADAPT OCULUS) in Ocular MG 4Q [----] Topline Phase therathera Data (ADVANCE-NEXT) in Primary ITP 3Q [----] Topline Phase [--] Data (ALKIVIA) in Myositis (AIM) End of [----] Commercial Launch for Seronegative gMG (if approved) [----] Commercial Launch for SC Autoinjector 1H [----] Initiation of Registrational Study in Graves Disease Empasiprubart Mid-2026 Go/No-Go Decision for Phase [--] VARVARA study (DGF) 3Q [----] Initiation of CMS Registrational Study 4Q [----] Topline Phase [--] Data (EMPASSION)"
[X Link](https://x.com/semodough/status/2015093339075248567) 2026-01-24T16:04Z 42.4K followers, [----] engagements
"$CABA Catalyst 1H [----] Clinical manufacturing data for the automated Cellares Cell Shuttle platform. 1H [----] No-preconditioning (no-PC) dose-ranging data in Pemphigus Vulgaris (PV) 1H [----] Complete Phase 1/2 data across three RESET clinical trials: SLE/LN Systemic Sclerosis (SSc) and Myasthenia Gravis (MG). 1H [----] FDA alignment on registrational design for the RESET-SSc program 1H/2H [----] No-preconditioning (no-PC) dose-ranging data in SLE/ LN Mid-2026 FDA alignment on registrational design for the RESET-MG program. [----] BLA submission for rese-cel in Myositis (DM/ASyS)"
[X Link](https://x.com/semodough/status/2015093841762652291) 2026-01-24T16:06Z 42.4K followers, [----] engagements
"$DAWN Catalyst 2026: EMA regulatory decision for OJEMDA in relapsed/refractory BRAF-altered pLGG. 1H26: Completion of enrollment in FIREFLY-2 Phase [--] frontline pLGG trial. 2026: Initial clinical updates from DAY301 PTK7-targeted ADC program. 2026: Development plan and timeline update for Emi-Le in adenoid cystic carcinoma. $DAWN BofA $DAWN 4Q25 Earnings Preview: stellar 4Q25 for Ojemda pipeline filling out: Our $236M [----] Ojemda revenue estimates (+$9M cons) falls within the guided $225-250M range representing strong growth YoY. $DAWN BofA $DAWN 4Q25 Earnings Preview: stellar 4Q25 for Ojemda"
[X Link](https://x.com/semodough/status/2015099872559415636) 2026-01-24T16:30Z 42.4K followers, [----] engagements
"$TGTX important observation occurring-Retention &Duration - recent social media checks showing large numbers of #Bruimvi patients on therapy now [--] years [--] yrs even [--] years - with no new lesions or relapses - many quoting best they ever felt - patients switching to BRIUMVI are staying on BRIUMVI #MS $TGTX - over [-----] patients on avg switch therapies each year - one nugget we know is $TGTX retention rate better then they forecasted [--] years ago - DURATION of treatment - REOCCURRING Revenue- amazed how many investors still not comprehending the outcomes longterm $TGTX - over [-----] patients on"
[X Link](https://x.com/semodough/status/2015107874481979882) 2026-01-24T17:02Z 42.4K followers, 10.1K engagements
"$PRAX piper hosted PRAX mgmt for an investor dinner ahead of ulixacaltamide's ET and relutrigine's SCN2A/SCN8A DEE NDA submissions by mid-February [----]. Importantly we came away confident in potential approvals where mgmt highlighted pristine execution with a focus on efficient processes to maximize success https://twitter.com/i/web/status/2015124696950296735 https://twitter.com/i/web/status/2015124696950296735"
[X Link](https://x.com/semodough/status/2015124696950296735) 2026-01-24T18:09Z 42.4K followers, [----] engagements
"$PRAX Notably most of conversation focused on ulixacaltamide's $10B ET opportunity where mgmt reiterated significant unmet need with 50% of dropout patients asking to come back on therapy. Additionally mgmt provided commercial preparation tidbits where they expect to target 13K neurologists with a 300- person sales team and noted ET patients are easily accessible with typical neurologists seeing 50-100. Hence this sets the stage for a strong ulixacaltamide launch (pending approval) where potential annual pricing $50-75K all but ensures multi-blockbuster success. Thus continue to view PRAX as"
[X Link](https://x.com/semodough/status/2015125153147977790) 2026-01-24T18:10Z 42.4K followers, [----] engagements
"$GILD #biotechs big winner of late $GILD Short Term Momentum Breakout stock. https://t.co/inxH7XTQNG $GILD Short Term Momentum Breakout stock. https://t.co/inxH7XTQNG"
[X Link](https://x.com/semodough/status/2015145429785059448) 2026-01-24T19:31Z 42.4K followers, [----] engagements
"$DERM Catalyst 2026: Continued prescription growth for Emrosi and stabilization of gross-to-nets through [----]. 2026: Stabilization of the Emrosi gross to net (GTN) percentages. Potential BD/in-licensing to leverage the existing derm sales infrastructure. $DERM (L) Interesting move today on above avg volume (caveat could always see "sell the news" reaction if Emrosi launch metrics for Q4 disappoint) Has been in "Companies I'd Start With" section of our Weekly Recap since entered in October & added on dips to $7 (to 10% https://t.co/Cmu3R7ICtk $DERM (L) Interesting move today on above avg"
[X Link](https://x.com/semodough/status/2015149197629047258) 2026-01-24T19:46Z 42.4K followers, [----] engagements
"$ERAS Catalyst 1H26: Initial Phase [--] monotherapy data from AURORAS-1 for ERAS-0015 (pan-RAS molecular glue). 2H26: Initiation of ERAS-0015 monotherapy expansion and combination dose-escalation cohorts. 2H26: Initial Phase [--] monotherapy data from BOREALIS-1 for ERAS-4001 (pan-KRAS inhibitor). 2027: Expansion cohort and combination data updates across both programs. https://twitter.com/i/web/status/2015149843107217611 https://twitter.com/i/web/status/2015149843107217611"
[X Link](https://x.com/semodough/status/2015149843107217611) 2026-01-24T19:48Z 42.4K followers, [----] engagements
"$INSM Catalyst Mar/Apr 2026: Phase [--] ENCORE topline (ARIKAYCE in newly diagnosed/recurrent MAC). 1H26: BRINSUPRI EU launch (approved; commercial launch planned). Early 2026: TPIP Phase [--] PAH initiation (PALM-PAH). 2Q26: Phase 2b CEDAR topline (brensocatib in HS). 2H26: Potential ARIKAYCE sNDA timing (if ENCORE positive) and TPIP PAH OLE update 2H26: TPIP Phase [--] PPF/IPF initiations (post FDA alignment) 2026: INS1033 IND (RA/IBD) and Stargardt IND (INS1203) https://twitter.com/i/web/status/2015150616373506122 https://twitter.com/i/web/status/2015150616373506122"
[X Link](https://x.com/semodough/status/2015150616373506122) 2026-01-24T19:52Z 42.4K followers, [----] engagements
"$IVVD Catalyst Mid-2026 (August): Topline data from DECLARATION Phase [--] trial evaluating VYD2311 for prevention of symptomatic COVID followed by rolling BLA filing. 2026: Continued commercial growth of PEMGARDA in immunocompromised populations under EUA. 2026: Pipeline advancement updates for VBY329 (RSV) and preclinical measles monoclonal antibody program. $IVVD Announces Plan for Phase [--] Study of VYD2311 for Treatment of Long COVID and COVID Vaccine-Injured Individuals to Commence Mid-2026 https://t.co/Ey69aplc6X $IVVD Announces Plan for Phase [--] Study of VYD2311 for Treatment of Long COVID"
[X Link](https://x.com/semodough/status/2015151019588542758) 2026-01-24T19:53Z 42.4K followers, [----] engagements
"$PRAX Catalyst Ulixacaltamide mid-Feb NDA submission of ulixacaltamide in Essential Tremor (ET) Vormatrigine 1H26 Topline results from the POWER [--] Phase 2/3 study in Focal Epilepsy 1H26 POWER3 initiation in Focal Epilepsy 2H26 complete enrollment of POWER [--] study in Focal Epilepsy [----] data of POWER2 [----] NDA submission in Focal Epilepsy Relutrigine mid-Feb NDA submission in SCN2A and SCN8A DEEs 2H26 Complete enrollment of EMBERALD in Other DEEs Elsunersen 1H26 topline data from EMBRAVE Part A in SCN2A DEE 2H26 topline EMBRAVE3 registrational study in SCN2A DEE [----] NDA submission in SCN2A"
[X Link](https://x.com/semodough/status/2015153248131310033) 2026-01-24T20:02Z 42.4K followers, [----] engagements
"$JANX BTIG comments Base Case Assumptions: $100 Price Target JANX007 (PSMA x CD3 T cell engager) for 2L/3L+ mCRPC patients - [----] market entry 45% peak market penetration and 50% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ mCRC patients - [----] market entry 40% peak market penetration and 25% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ NSCLC patients - [----] market entry 25% peak market penetration and 30% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ HNSCC patients - [----] market entry 45% peak market penetration and 25%"
[X Link](https://x.com/semodough/status/2015464781612753239) 2026-01-25T16:40Z 42.4K followers, [----] engagements
"$GUTS HCW new report BUY PT $8 Catalyst-rich [----] supports opportunities for first commercial launch. bullish view relies primarily on Revita's clinically meaningful and statistically significant data supporting its first-in-class potential to preserve weight loss after GLP-1 RA discontinuation using a non-chronic strategy. Based on positive early pivotal results (more below) we project favorable topline data and PMA filing in [----] with potential approval and commercialization in [----] $GUTS catalysts & thank you @Vulpescap for $GUTS a summary https://t.co/ui5SiVWLdV $GUTS catalysts & thank"
[X Link](https://x.com/semodough/status/2015800972757410158) 2026-01-26T14:56Z 42.4K followers, 13.6K engagements
"$GUTS highlight key [----] catalysts for Revita next: January 2026: REMAIN-1 midpoint cohort at six months 2Q26: REVEAL-1 open-label cohort at [--] months 3Q26: REMAIN-1 midpoint cohort at one year 2H26: REMAIN-1 pivotal cohort at six months 2H26: Potential PMA filing $GUTS HCW new report BUY PT $8 Catalyst-rich [----] supports opportunities for first commercial launch. bullish view relies primarily on Revita's clinically meaningful and statistically significant data supporting its first-in-class potential to preserve weight loss after GLP-1 RA $GUTS HCW new report BUY PT $8 Catalyst-rich 2026"
[X Link](https://x.com/semodough/status/2015801279910396364) 2026-01-26T14:57Z 42.4K followers, 10.1K engagements
"Needham $AMPH: $25.92 PT: $34.00 $ARQT: $26.20 PT: $30.00 BCRX: $6.79 PT: $18.00 COLL: $45.50 PT: $56.00 CRMD: $7.27 PT: $15.00 $CYTK: $63.41 PT: $84.00 EOLS: $4.92 PT: NA ESPR: $3.14 PT: $4.00 HRTX: $1.42 PT: $3.00 KALV: $16.02 PT: $35.00 $LQDA: $40.59 PT: $52.00 MLTX: $15.86 PT: $20.00 $NAMS: $33.32 PT: $46.00 OCS: $27.15 PT: $36.00 $OCUL: $10.27 PT: $20.00 OMER: $11.93 PT: NA PCRX: $20.67 PT: $30.00 TRVI: $9.99 PT: $22.00 VRCA: $7.42 PT: NA $VRDN: $32.93 PT: $42.00 XENE: $41.76 PT: $55. https://twitter.com/i/web/status/2015884946905112976 https://twitter.com/i/web/status/2015884946905112976"
[X Link](https://x.com/semodough/status/2015884946905112976) 2026-01-26T20:29Z 42.4K followers, [----] engagements
"#AACR26 Special Conference on RAS Oncogenesis & Therapeutics occurring March 5-8 [----] in Los Angeles CA $RVMD will have multiple preclinical & scientific plenary & poster presentations including daraxonrasib's induction of RTK expression in PDAC (Abstract PR009) and comparisons of RAS G12C(ON) vs KRAS G12C(OFF) activity (Abstract B037). https://twitter.com/i/web/status/2015956617708151134 https://twitter.com/i/web/status/2015956617708151134"
[X Link](https://x.com/semodough/status/2015956617708151134) 2026-01-27T01:14Z 42.4K followers, [----] engagements
"$TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for Patients with Relapsing Multiple Sclerosis Initiating Ublituximab https://www.abstractsonline.com/pp8/#/21408/presentation/879 https://www.abstractsonline.com/pp8/#/21408/presentation/879"
[X Link](https://x.com/semodough/status/2016128664933449987) 2026-01-27T12:38Z 42.4K followers, [----] engagements
"$TGTX Study Design of a Phase [--] Ublituximab Dose Confirmation Study in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS I https://www.abstractsonline.com/pp8/#/21408/presentation/599 https://www.abstractsonline.com/pp8/#/21408/presentation/599"
[X Link](https://x.com/semodough/status/2016128772357882202) 2026-01-27T12:38Z 42.4K followers, [----] engagements
"$TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://www.abstractsonline.com/pp8/#/21408/presentation/600 https://www.abstractsonline.com/pp8/#/21408/presentation/600"
[X Link](https://x.com/semodough/status/2016128915480199279) 2026-01-27T12:39Z 42.4K followers, [----] engagements
"$TGTX Conclusions: ENABLE patients experienced lower IRRs at the first dose compared to ULTIMATE. IRRs continued to decrease at subsequent doses and infusions were completed within the specified time. Overall ublituximab infusions were well-tolerated in this real-world observational study. $TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for Patients with Relapsing Multiple Sclerosis Initiating Ublituximab https://t.co/WhVGj72waS $TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for"
[X Link](https://x.com/semodough/status/2016130384036057447) 2026-01-27T12:45Z 42.4K followers, [----] engagements
"$TGTX Conclusions: Disease activity remained low and stable in patients transitioning to ublituximab from other anti-CD20 therapies. The 48-week increase in TNFSF13B generates the hypothesis that ublituximab induces more profound B-cell depletion than prior anti-CD20 therapies. These findings highlight the MSDA Test's utility as a sensitive tool for monitoring disease stability and specific responses to treatment. $TGTX Multi-protein Biomarker Test Results for Participants Treated with Ublituximab from the Study to Evaluate Safety Efficacy and Pharmacokinetics (PK) of a Modified Regimen of"
[X Link](https://x.com/semodough/status/2016131017350815957) 2026-01-27T12:47Z 42.4K followers, [----] engagements
"$TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven $TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://t.co/IXutbKDPRv $TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://t.co/IXutbKDPRv"
[X Link](https://x.com/semodough/status/2016142352348250606) 2026-01-27T13:32Z 42.4K followers, 11.9K engagements
"$TGTX [-----] to [-----] per year have Fingolimoid Drs will switch over night on patients taking Gilenya if ARR is better & hard to believe BRIUMVI will not be superior to Gilenya $TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven $TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven"
[X Link](https://x.com/semodough/status/2016144964564963657) 2026-01-27T13:43Z 42.4K followers, [----] engagements
"$GUTS didnt realize so many shorts here"
[X Link](https://x.com/semodough/status/2016302837056053266) 2026-01-28T00:10Z 42.4K followers, [----] engagements
"$LQDA short interest"
[X Link](https://x.com/semodough/status/2016303878484992435) 2026-01-28T00:14Z 42.4K followers, [----] engagements
"$GOSS short interest"
[X Link](https://x.com/semodough/status/2016304499002933611) 2026-01-28T00:17Z 42.4K followers, [----] engagements
"Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction ideas: $BBIO $MDGL $PTCT $VRTX $TYRA & more"
[X Link](https://x.com/semodough/status/2016343696237613220) 2026-01-28T02:52Z 42.4K followers, 31.7K engagements
"$BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction ideas: $BBIO $MDGL $PTCT $VRTX $TYRA & more. Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction"
[X Link](https://x.com/semodough/status/2016360937670808014) 2026-01-28T04:01Z 42.4K followers, 11.7K engagements
"$BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch continues to go well. We think BBIO could become the next INSM/ALNY and become an emerging large cap. $BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline $BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline"
[X Link](https://x.com/semodough/status/2016484311675895927) 2026-01-28T12:11Z 42.4K followers, 17K engagements
"$JNJ MS upgrade $JNJ to OW from EW raise PT to $262 on higher estimates from new products and a higher P/E multiple. Despite the re-rate we see a path to EPS driven beats from a number of new product cycles where we are 20% above consensus"
[X Link](https://x.com/semodough/status/2016496388834549902) 2026-01-28T12:59Z 42.4K followers, [----] engagements
"$TEVA BOFA reported 4Q results broadly in-line with its pre-announcement delivering sales of $4.2bn (+2% Y/Y local currency) Looking to FY26 think the adj EBITDA guidance for $5.15bn (midpoint) is encouraging and implies underlying +5% Y/Y growth"
[X Link](https://x.com/semodough/status/2016524765985423726) 2026-01-28T14:52Z 42.4K followers, [----] engagements
"$TGTX Cowen updated $TGTX model in conjunction with TD Cowen Biotech's adjusted our 2026+ rev estimates account for TG's current [----] guidance range of $875-900MM view as conservative &likely to be revised upwards.maintain our $50 DCF-based PT - also seeing [--] BILLION in revenues [--] years out - patent past [----] Analysts have an average price target of $49.50 for $TGTX Revs will be north of $1B in [----]. This is an obvious bolt on to any big pharma facing patent cliff - Goldman Sachs: $39 (Hold/Neutral) - H.C. Wainwright: $60 (Buy) - J.P. Morgan: $49 (Buy/Overweight) - TD Cowen: $50 (Buy)"
[X Link](https://x.com/semodough/status/2016927815644389791) 2026-01-29T17:33Z 42.4K followers, 12.8K engagements
"$PRAX(Buy)- Cowen Model Update-Raising PT to $554 from $353"
[X Link](https://x.com/semodough/status/2016933763037397314) 2026-01-29T17:57Z 42.4K followers, [----] engagements
"$DAWN Buy) Cowen Model Update Ahead Of Q4 Earnings-Lowering PT to $24 from $34.updated Q4 sales estimate to be in-line with pre-report and decreased our [----] Ojemda revenue estimate to $240MM within issued guidance of $225-250MM (note here). This led to new DCF-based PT of $24 https://twitter.com/i/web/status/2016937452993134883 https://twitter.com/i/web/status/2016937452993134883"
[X Link](https://x.com/semodough/status/2016937452993134883) 2026-01-29T18:12Z 42.4K followers, [----] engagements
"$CATX (OUTPERFORM$15.00 PT): Writing Was on the Wall: Sanofi Deprioritizes AlphaMedix for GEP-NETs; Shifting Our 12-Month PT to $15/Share LIFESCI"
[X Link](https://x.com/semodough/status/2016946281768214732) 2026-01-29T18:47Z 42.4K followers, [----] engagements
"LIFESCI $RVMD Mgmt Discussion Takeaways: Incremental Color on RASolute [---] Dynamics Pipeline Execution and Early Clinical-Stage Assets January [--] [----] OUTPERFORM PRICE TARGET: $144.00"
[X Link](https://x.com/semodough/status/2016973578957205612) 2026-01-29T20:35Z 42.4K followers, [----] engagements
"$WVE Cantor WVE CEO Paul Bolno for our next edition of Cantor Catalysts. Wednesday 2/4 @ 1PM"
[X Link](https://x.com/semodough/status/2017227315567071343) 2026-01-30T13:24Z 42.4K followers, [----] engagements
"@Prof_Oak_ After reading Barclays deep dive on $BBIO imagine many rethinking $BBIO"
[X Link](https://x.com/semodough/status/2017307655849599031) 2026-01-30T18:43Z 42.4K followers, [----] engagements
"@Biohazard3737 Only One day but impressive for $PCVX at least today"
[X Link](https://x.com/semodough/status/2017314120052158593) 2026-01-30T19:09Z 42.4K followers, [---] engagements
"Cantor Schimmer handful of data catalysts coming up - most likely all in March Ph3 infigratinib for achondroplasia $BBIO) Ph3 COMP360 for TRD $CMPS) Ph3 azetukalner for FOS $XENE) Pivotal Ph2 QTORIN Rapamycin for mLM $PVLA)"
[X Link](https://x.com/semodough/status/2017740081960735098) 2026-01-31T23:21Z 42.4K followers, [----] engagements
"$RHHBY's CT-388 (QW SC GLP-1/GIP) 72-week Ph3 Enith1 (NCT07351045) in n=2000 overweight/obese patients without T2D with primary endpoint of percent change from baseline in body weight has primary completion listed August [--] [----] (per and regulatory submission 2028+ with launch by [----] Not yet recruiting RHHBY's CT-388 (QW SC GLP-1/GIP) 72-week Ph3 Enith2 (NCT07351058) in n=1600 overweight/obese T2D patients with primary endpoint of percent change from baseline in body weight has primary completion listed August [--] [----] (per and regulatory submission 2028+ with launch by [----] Not yet recruiting"
[X Link](https://x.com/semodough/status/2017743539120091597) 2026-01-31T23:35Z 42.4K followers, [----] engagements
"Cantor $REGN: Quiet Before LAG3; Raise PT to $800"
[X Link](https://x.com/semodough/status/2018130678299210069) 2026-02-02T01:13Z 42.4K followers, [----] engagements
"$VKTX -Jefferies VKTX: Following our recent MGT catch-up investors were focused on the next step for oral as Ph2b or Ph3 and its implications. As Co will soon provide clarity at the upcoming 4Q EPS in few weeks Key note form Jefferies on recent meeting with $VKTX management. "Commercial readiness Co plans to target specific segments of the obesity market vs. going H2H on every front with the industry giants. Co believes capturing even 510% market share in certain niches (tapping the https://t.co/6LJtMj1UkV Key note form Jefferies on recent meeting with $VKTX management. "Commercial readiness"
[X Link](https://x.com/semodough/status/2018133725804941400) 2026-02-02T01:25Z 42.4K followers, [----] engagements
"$NVO Oral Wegovy's TRx came in at 26.1k on IMS & 26.8k on Symphony for its third week of launch - oral Wegovy IMS scripts (26.1k) look numerically higher vs both Wegovy injectable (3.1k) and Zepbound pen (15.6k) in their third week of launch. $LLY $VKTX $PFE $NVO Novo's Wegovy pill surpasses [-----] prescriptions in second full week. $LLY $VKTX https://t.co/7FkZsfxfYj $NVO Novo's Wegovy pill surpasses [-----] prescriptions in second full week. $LLY $VKTX https://t.co/7FkZsfxfYj"
[X Link](https://x.com/semodough/status/2018135827511939291) 2026-02-02T01:34Z 42.4K followers, [----] engagements
"$RVMD JP polled [--] PDAC- focused oncologists who treat an average of [---] PDAC patients annually and asked about their expectations for dara adoption in their practices Net-net our poll points to a highly favorable set-up for RVMDs opportunity in PDAC. 302s win is likely going to uncover more than just the opportunity in 2L given the unmet needs and the lack of available options https://twitter.com/i/web/status/2018142113444089950 https://twitter.com/i/web/status/2018142113444089950"
[X Link](https://x.com/semodough/status/2018142113444089950) 2026-02-02T01:59Z 42.4K followers, [----] engagements
"$TGTX Jeff has PK SUBq data listed as medium catalyst 1H26 $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by [----]. $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by 2030"
[X Link](https://x.com/semodough/status/2018146002079805656) 2026-02-02T02:14Z 42.4K followers, 12.6K engagements
"$PTGX ROYALTIES $JNJ has elevated Icotrokinra as the #2 priority in its immunology portfolio second only to Tremfya signaling a major long-term commitment to this oral peptide - 2nd $TAK Takeda has obtained priority review for rusfertide (FDA decision expected by August 2026) and is treating it as a crown jewel in its [------] launch roster. $TGTX Jeff has PK SUBq data listed as medium catalyst 1H26 $TGTX Jeff has PK SUBq data listed as medium catalyst 1H26"
[X Link](https://x.com/semodough/status/2018328877538353411) 2026-02-02T14:21Z 42.4K followers, [----] engagements
"@LimitedHangOut1 @ej23ny Agree DENISE -makes todays news a NOTHING"
[X Link](https://x.com/semodough/status/2018418467272028214) 2026-02-02T20:17Z 42.4K followers, [---] engagements
"$BBIO MS BridgeBio Pharma (BBIO OW $96 PT updated model PROPEL3 and Dual NDAs Define a Pivotal [----] $BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch continues to go well. We think BBIO could $BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch"
[X Link](https://x.com/semodough/status/2018505349376950477) 2026-02-03T02:02Z 42.4K followers, [----] engagements
"$MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY"
[X Link](https://x.com/semodough/status/2018650975444332738) 2026-02-03T11:41Z 42.4K followers, [----] engagements
"$PFE #Obesity [--] Phase [--] trials with PF3944 expected to advance in 2026; expansive clinical development program underway with 20+ planned and ongoing studies across diverse obesity pipeline Pfizer $PFE obesity drug data https://t.co/msJCoppJHC Pfizer $PFE obesity drug data https://t.co/msJCoppJHC"
[X Link](https://x.com/semodough/status/2018651654456053921) 2026-02-03T11:43Z 42.4K followers, [----] engagements
"$CYTK Truist $CYTK - Updating WAC price and estimates pre-4Q25; PT to $92 from $84"
[X Link](https://x.com/semodough/status/2018659464333996398) 2026-02-03T12:14Z 42.4K followers, [----] engagements
"BOfa few model updates $MDGL lowered PT ($570 vs. $595); $BBIO ($88 vs. $85 prior"
[X Link](https://x.com/semodough/status/2018670099532542062) 2026-02-03T12:57Z 42.4K followers, [----] engagements
"$TGTX Jeffries BUY PT $46 TGTX Catchup: Briumvi Rev Continues to Strong Momentum w/ SC Topline by '26/'27- believe will be a major stock-moving event with strategic value given potential best-in-class profile"
[X Link](https://x.com/semodough/status/2018711241615716595) 2026-02-03T15:40Z 42.4K followers, [----] engagements
"$VRNA $MRK Ohtuvayre in first quarter reported $178million $MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY $MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY"
[X Link](https://x.com/semodough/status/2018741742053605582) 2026-02-03T17:41Z 42.4K followers, [----] engagements
"$CTMX CEO very very active drug in late line CRC is what sticks out to other researchers Cantor Catalysts: Webinar with $CTMX Tomorrow (February 3rd @ 2:30PM ET) Cantor Catalysts: Webinar with $CTMX Tomorrow (February 3rd @ 2:30PM ET)"
[X Link](https://x.com/semodough/status/2018772183598682266) 2026-02-03T19:42Z 42.4K followers, 18.3K engagements
"$LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B)"
[X Link](https://x.com/semodough/status/2019016047916167607) 2026-02-04T11:51Z 42.4K followers, 19.3K engagements
"$CTMX Cantor PT after call yesterday $CTMX continues to be one of our favorite stories for [----] - are raising our PT to $10 on higher conviction for Varseta-M in CRC. $CTMX CEO very very active drug in late line CRC is what sticks out to other researchers $CTMX CEO very very active drug in late line CRC is what sticks out to other researchers"
[X Link](https://x.com/semodough/status/2019016535336186130) 2026-02-04T11:53Z 42.4K followers, [----] engagements
"$LLY $NVO pic sums it well $LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B) $LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B)"
[X Link](https://x.com/semodough/status/2019052125532102748) 2026-02-04T14:15Z 42.4K followers, 20.1K engagements
"$MRK interesting work from MS Post-Keytruda LOE cliff (2028) portfolio assessment. $MRK doing better then most on LOE cliff"
[X Link](https://x.com/semodough/status/2019055254172524798) 2026-02-04T14:27Z 42.4K followers, [----] engagements
"$OCUL SOL-1 Phase [--] superiority trial results remain masked to date SOL-1 data expected to be presented at the 49th Macula Society Annual Meeting Ocular plans to submit NDA for AXPAXLI in wet AMD based on SOL-1 [--] Week data pending positive results and planned FDA interactions Completed randomization of [---] subjects in SOL-R Phase [--] non-inferiority trial in December 2025; timing of topline results accelerated and now anticipated in 1Q [----] HELIOS-3 Phase [--] trial in diabetic retinopathy underway Cash balance of $737.1 million as of December [--] [----] with expected runway into [----] $OCUL Ocular"
[X Link](https://x.com/semodough/status/2019382382525141311) 2026-02-05T12:07Z 42.4K followers, [----] engagements
"$OCUL RJ Sean McCutcheonPh.D on this-week has one of better reads on $OCUL trials worth the time to read I received a strongly worded statement from $OCUL The rumors that are circulating alleging that we have seen the unmasked results from the SOL-1 trial or have knowledge that the trial did not succeed are categorically false." More in the story. I received a strongly worded statement from $OCUL The rumors that are circulating alleging that we have seen the unmasked results from the SOL-1 trial or have knowledge that the trial did not succeed are categorically false." More in the story"
[X Link](https://x.com/semodough/status/2019743422622355716) 2026-02-06T12:02Z 42.4K followers, 19K engagements
"$TNGX GUGG updating TNGX model &PT $18 to reflect our increased conviction in the opportunity for vopimetostat (TNG462) following recent updates (see here) including confirmation of Phase [--] initiation this year in 2L MTAP-del PDAC as well as forthcoming Phase [--] combination studies with daraxonrasib and zoldonrasib (both RVMD) that could potentially support Phase 3-go decisions in 1L MTAP-del PDAC. https://twitter.com/i/web/status/2020148399673073856 https://twitter.com/i/web/status/2020148399673073856"
[X Link](https://x.com/semodough/status/2020148399673073856) 2026-02-07T14:51Z 42.4K followers, [----] engagements
"$ARWR catalysts: 1) FCS launch quarterly; 2) SHTG pivotal data 3Q; 3) ARO-Dimer-PA data end-of 3Q (expects 40-50% decreases in both TG & LDL); 4) Obesity data throughout [----] for INHBE & ALK7 (we think likely @ADA); 5) early 'MAPT AD HV data (focus on CSF tau KD) in 2H26 (AD pt data 2027). https://twitter.com/i/web/status/2020163517416923571 https://twitter.com/i/web/status/2020163517416923571"
[X Link](https://x.com/semodough/status/2020163517416923571) 2026-02-07T15:51Z 42.4K followers, [----] engagements
"@WisemanCap Baffles me for one biggest events out of year we can not do better then Bad Bunny 🤷♂🤷♂"
[X Link](https://x.com/semodough/status/2020674123559571858) 2026-02-09T01:40Z 42.4K followers, [----] engagements
"$BBIO - more color from Schimmer -Orphan Drug Exclusivity (ODE) for tafamidis in Europe extends to [----] - for the WT TTR-CM indication. While hereditary TTR-CM ODE expires sooner there aren't 'skinny-label' carve-out options in Europe. So generics can't enter there for another [--] years at the earliest. PFE has filed newer (potentially stronger) polymorph patents in Europe that could help extend exclusivity beyond [----]. One of them has been challenged the other hasn't been challenged yet but likely will be. The EPO website is a little confusing but it does list quite a number of active patents"
[X Link](https://x.com/semodough/status/2020829040026812815) 2026-02-09T11:56Z 42.4K followers, [----] engagements
"$SLNO 9% decrease in short interest. Is sentiment reversing there as starts rebounding $SLNO [--] Billion Mcap cheap or not Exiting first year of launch with 400-500 runrate [---] million cash & all ready profitable - should Earn close to [--] bucks [----] EPS - easier Bolt on deal for larger pharma #Biotechs $SLNO [--] Billion Mcap cheap or not Exiting first year of launch with 400-500 runrate [---] million cash & all ready profitable - should Earn close to [--] bucks [----] EPS - easier Bolt on deal for larger pharma #Biotechs"
[X Link](https://x.com/semodough/status/2021369018163069004) 2026-02-10T23:41Z 42.5K followers, [----] engagements
"$VKTX thanks Jay for posting 👊had to read few times - few nuggets that I was unaware of - said before will say again nice to execution $VKTX $vktx Jeffries https://t.co/NTXdgrJeUn $vktx Jeffries https://t.co/NTXdgrJeUn"
[X Link](https://x.com/semodough/status/2021769070408765821) 2026-02-12T02:11Z 42.5K followers, 20.5K engagements
"$VNDA cantor Bysanti PDUFA is next week with a potential launch by 3Q26 (if approved): If approved Bysanti could be a very important part of the VNDA story - because of the positive implications on revenue runway extension for the schizophrenia/bipolar franchise (Fanapt - which is going off patent in late-2027). https://twitter.com/i/web/status/2022080874745848041 https://twitter.com/i/web/status/2022080874745848041"
[X Link](https://x.com/semodough/status/2022080874745848041) 2026-02-12T22:50Z 42.5K followers, [----] engagements
"$CRVS MIZUHO repeats $CRVS ITK -best in class in efficacy - ORAL - Disease modifying- TREG induction = Duration : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW https://t.co/ktZtIrypkA : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW"
[X Link](https://x.com/semodough/status/2022142243587727375) 2026-02-13T02:54Z 42.5K followers, [----] engagements
"$VKTX BRiley nugget Fully enrolled Ph1 maintenance study incorporates newly added Q2W subcu arm. This addition occurred after trial initiation driven by investigator feedback and proprietary market research showing patients gravitating toward less frequent regimens splitting the originally planned 15mg monthly into two 7.5mg Q2W doses while retaining higher monthly options thereby providing the most comprehensive dosing frequency dataset in the class. $VKTX WB Andy T. Hsieh imho important nugget what makes VK-2735 unique https://t.co/sTXBzX90EF $VKTX WB Andy T. Hsieh imho important nugget"
[X Link](https://x.com/semodough/status/2022077112883028186) 2026-02-12T22:35Z 42.5K followers, 11.5K engagements
"$BMRN [--] billion run rate allready but NO parent /Doctor is going to let there child get [----] injections "If you start kids on these therapies from birth until they're done growing that's over [----] injections." $BBIO how can it not take 1/2 market in first year with ORAL a& no more injections An analyst says $BBIO could change the standard of care in achondroplasia causes disproportionate short-limb stature. The company hit its bull case for the Phase [--] study. https://t.co/2JPiHX1rfY An analyst says $BBIO could change the standard of care in achondroplasia causes disproportionate short-limb"
[X Link](https://x.com/semodough/status/2022143951784845537) 2026-02-13T03:01Z 42.5K followers, [----] engagements
"$BBIO WF PT $98 Additional data at medical mtgs could reveal benefits on co-morbidities. MGT noted they will take an aggressive approach to publishing additional data and are highly confident they will be able to present data demonstrating benefits on co-morbidities associated with ACH. think these are key as benefits beyond AHV are very much needed according to our KOLs. Though recognize some will take longer to manifest. BBIO indicated a comparable # of pts rolled over into the LTE as CNP trials. $BBIO Bernstein updating $BBIO model PT $100 to reflect positive infigratinib data. there is"
[X Link](https://x.com/semodough/status/2022291252473905460) 2026-02-13T12:46Z 42.5K followers, [----] engagements
"$PASG Passage Bio Inc. - Passage Bio to Present Positive Interim Data from Cohort [--] Patients with FTD-GRN in upliFT-D Study at 14thInternational Conference on Frontotemporal Dementias(ISFTD2024) https://www.passagebio.com/investors-and-news/press-releases-and-statements/news-details/2024/Passage-Bio-to-Present-Positive-Interim-Data-from-Cohort-1-Patients-with-FTD-GRN-in-upliFT-D-Study-at-14thInternational-Conference-on-Frontotemporal-DementiasISFTD2024/default.aspx"
[X Link](https://x.com/semodough/status/1835635274484748513) 2024-09-16T11:02Z 42.5K followers, [----] engagements
"$VIR First patient dosed in Phase [--] study of VIR-5525 an EGFR-targeting PRO-XTEN dual-masked T-cell engager;advancing oncology clinical pipeline with three ongoing Phase [--] studies Strong financial position a $892.1 million in cash https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Provides-Corporate-Update-and-Reports-Second-Quarter-2025-Financial-Results/default.aspx https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Provides-Corporate-Update-and-Reports-Second-Quarter-2025-Financial-Results/default.aspx"
[X Link](https://x.com/semodough/status/1953245869681131848) 2025-08-07T00:04Z 42.4K followers, [----] engagements
"$SLNO - newest board member Prior to joining the Soleno Board Mr. Hahn served as Chief Financial Officer of Verona Pharma PLC through the phase [--] program and launch of its first approved product from March [----] until its acquisition by Merck & Co. Inc. for approximately $10 billion in October [----] https://twitter.com/i/web/status/1977711054655295992 https://twitter.com/i/web/status/1977711054655295992"
[X Link](https://x.com/semodough/status/1977711054655295992) 2025-10-13T12:20Z 42.4K followers, 29.8K engagements
"$PCVX Cantor Were not surprised to see $PCVX shares off pre-market on the back of return of perceived regulatory risk after a period of relative calm particularly with key data weighted to late [--]. However dont see much in the actual memo language on PCVs thats concerning would remind investors this all needs to continue to be viewed in the context of the likely timelines for VAX-31 adult and infants efforts against the backdrop of the time remaining in the current administrations term. https://twitter.com/i/web/status/1995505159384821911 https://twitter.com/i/web/status/1995505159384821911"
[X Link](https://x.com/semodough/status/1995505159384821911) 2025-12-01T14:47Z 42.5K followers, [----] engagements
"$BCAX additional Phase 1b data on ficerafusp on H&N cancer (HNSCC) presented at ESMO Asia https://www.bicara.com/wp-content/uploads/2025/12/750-mg-ESMO-Asia-Congress-2025-12.6.25.pdf https://www.bicara.com/wp-content/uploads/2025/12/750-mg-ESMO-Asia-Congress-2025-12.6.25.pdf"
[X Link](https://x.com/semodough/status/1997364615118798898) 2025-12-06T17:56Z 42.4K followers, [----] engagements
"$ACLX Arcellx Announces New Positive Data for Its iMMagine-1 Study in Patients with Relapsed and/or Refractory Multiple Myeloma - Arcellx https://ir.arcellx.com/news/news-details/2025/Arcellx-Announces-New-Positive-Data-for-Its-iMMagine-1-Study-in-Patients-with-Relapsed-andor-Refractory-Multiple-Myeloma-458674bbf/default.aspx https://ir.arcellx.com/news/news-details/2025/Arcellx-Announces-New-Positive-Data-for-Its-iMMagine-1-Study-in-Patients-with-Relapsed-andor-Refractory-Multiple-Myeloma-458674bbf/default.aspx"
[X Link](https://x.com/semodough/status/1997411259659034726) 2025-12-06T21:02Z 42.4K followers, [----] engagements
"$PCVX GUGG $PCVX initiation of VAX-31 Phase [--] non-inferiority trial in adults ('OPUS') with first participants dosed and topline data expected in 4Q26. Its now off to the races for what will likely be the leading product in a potential $13B PCV market by [----]. reiterate PCVX as a Top Pick for [----] adult topline pivotal data in 4Q26 alone can provide meaningful upside https://twitter.com/i/web/status/1998718535523004780 https://twitter.com/i/web/status/1998718535523004780"
[X Link](https://x.com/semodough/status/1998718535523004780) 2025-12-10T11:36Z 42.4K followers, [----] engagements
"$KURA Cantor KOL lunch with Dr. Thomas Leblanc from Duke University School of Medicine Komzifti likely to be KOL's preferred menin inhibitor as monotherapy and in combination in NPM1m -NO ADDED TOXICITY-He prefers Komzifti in NPM1m setting due to (1) less myelosuppression than Revuforj (2) less QTc prolongation (3) once-daily dosing convenience. He noted that Komzifti has some myelosuppression concerns but nowhere near as much as Revuforj where it might limit its 28-day cycle when used in combination with venetoclax. Jefferies take Post ASH Regarding $KURA Ziftomenib vs. Competing Menin"
[X Link](https://x.com/semodough/status/1998721599545954723) 2025-12-10T11:48Z 42.5K followers, [----] engagements
"$CLYM not sure why $CLYM did this December [--] [----] Climb Bio Inc. entered into an agreement with RA Capital to exchange [--------] shares of common stock for a pre-funded warrant to purchase the same number of shares giving RA Capital 23.0% voting power post-transaction. This filing indicates a significant adjustment to the company's capital structure. https://twitter.com/i/web/status/1999461270076989907 https://twitter.com/i/web/status/1999461270076989907"
[X Link](https://x.com/semodough/status/1999461270076989907) 2025-12-12T12:48Z 42.5K followers, [----] engagements
"$VIR Vir Biotechnology Grants Norgine Exclusive Commercial License to Chronic Hepatitis Delta Treatment Candidate in Europe Australia & New Zealand Including Global Cost Sharing Agreement for Ongoing ECLIPSE Clinical Development Program https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Grants-Norgine-Exclusive-Commercial-License-to-Chronic-Hepatitis-Delta-Treatment-Candidate-in-Europe-Australia--New-Zealand-Including-Global-Cost-Sharing-Agreement-for-Ongoing-ECLIPSE-Clinical-Development-Program/default.aspx"
[X Link](https://x.com/semodough/status/2001036817517158606) 2025-12-16T21:08Z 42.4K followers, [----] engagements
"$RGNX RGX-202 in DMD: - Topline data in 2Q26 and BLA submission mid-26 Sura-vec in DR (suprachoroidal): - Ph2b/3 initiation in [----] Sura-vec in wet-AMD (subretinal): - Ph3 pivotal data in [----] RGX-121 in MPS II: - February [--] [----] PDUFA date"
[X Link](https://x.com/semodough/status/2002885655924559993) 2025-12-21T23:35Z 42.4K followers, [----] engagements
"#BIOTECHS [----] TRUIST A few from our [--] favorite smid biotechs for [----] called out last year ($AXSM $CPRX $JAZZ $PRAX $WVE had a decent run helped by strengthening biotech tape in 4Q. We're sticking with AXSM JAZZ PRAX and WVE for [----] as bull theses are just starting to play out but we're substituting CPRX for $ALKS as see greater upside for ALKS in [----] https://twitter.com/i/web/status/2007071513611026675 https://twitter.com/i/web/status/2007071513611026675"
[X Link](https://x.com/semodough/status/2007071513611026675) 2026-01-02T12:48Z 42.4K followers, [----] engagements
"BTIG top #biotech pics [----] $PRAX $HROW $NKTR $SNDX"
[X Link](https://x.com/semodough/status/2007887657972724177) 2026-01-04T18:51Z 42.4K followers, 27.2K engagements
"BOFA top picks for 2026: $MRK $BMY $JAZZ $IONS"
[X Link](https://x.com/semodough/status/2008167534843855134) 2026-01-05T13:23Z 42.4K followers, [----] engagements
"#Biotechs BofA Key biotech themes important catalysts and our top Biotech picks for [----] Argenx $ARGX) KalVista Pharmaceuticals $KALV) Ocular Therapeutix $OCUL) and Vertex Pharmaceuticals $VRTX)"
[X Link](https://x.com/semodough/status/2009268809849299144) 2026-01-08T14:19Z 42.5K followers, [----] engagements
"@binarypharmer Absolutely not a fan of this CEO at all if you followed the history couple years back - our others Surprised $ALNY has not replaced its CEO"
[X Link](https://x.com/semodough/status/2011257297025290485) 2026-01-14T02:01Z 42.5K followers, [---] engagements
"$PFE MS attended a group meeting hosted by PFE IR and below are our key takeaways. Reiterated a $150bn #obesity market opportunity. The company is working to have weekly/monthly/oral options against a variety of pathways (GLP-1 GIP-R and amylin) to be able to address/segment the market. https://twitter.com/i/web/status/2011427406129529016 https://twitter.com/i/web/status/2011427406129529016"
[X Link](https://x.com/semodough/status/2011427406129529016) 2026-01-14T13:17Z 42.4K followers, [----] engagements
"$ALNY Cantor Non-GAAP operating margin guidance of 30% in 2030:This was the biggest (negative) surprise from ALNY's print. ALNY has done a great job at making the Street aware of its high royalty burden on Amvuttra (up to 30% burden) but what we didn't appreciate is how much R&D spend the company was planning over the next [--] years. https://twitter.com/i/web/status/2013038084732977179 https://twitter.com/i/web/status/2013038084732977179"
[X Link](https://x.com/semodough/status/2013038084732977179) 2026-01-18T23:57Z 42.5K followers, [----] engagements
"$SLNO price target raised by $8 to $114 at Wells Fargo"
[X Link](https://x.com/semodough/status/2013585732997177588) 2026-01-20T12:13Z 42.4K followers, [----] engagements
"$SLNO HCW Buy; Price Target: $120.00 Preliminary Revenue Guidance Beats Forecast; Raising PT to $120 Sales continue to outperform our estimatesraising price target. Soleno Therapeutics recently announced select preliminary 4Q25 and full-year [----] financial and operating results: $SLNO price target raised by $8 to $114 at Wells Fargo $SLNO price target raised by $8 to $114 at Wells Fargo"
[X Link](https://x.com/semodough/status/2013592565568647207) 2026-01-20T12:40Z 42.5K followers, [----] engagements
"$CRVS Jefferies $REGN failed therapies $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market $CRVS- congrats to longs 👏 +50% premarket Homerun data was needed for phase 1b readout to avoid a "sell the news" reaction & Miller delivered Of note= activity in patients w/ prior systemic therapy including JAK inhibitors and Dupixent (resistant patients alone= huge market) $CRVS- congrats to longs 👏 +50% premarket Homerun data was needed for phase 1b"
[X Link](https://x.com/semodough/status/2013604488318206082) 2026-01-20T13:28Z 42.5K followers, [----] engagements
"@avidresearch $CRVS Jefferies $REGN failed therapies😳 $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market"
[X Link](https://x.com/semodough/status/2013943041673904572) 2026-01-21T11:53Z 42.5K followers, [----] engagements
"$OCUL Ocular Therapeutix Appoints David W. Robinson as Global Chief Commercial Officer Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-appoints-david-w-robinson-global-chief/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-appoints-david-w-robinson-global-chief/"
[X Link](https://x.com/semodough/status/2013945760396558430) 2026-01-21T12:04Z 42.5K followers, 12.5K engagements
"$OCUL Appoints David W. Robinson as Global Chief Commercial Officer January [--] [----] PDF Version Accomplished global commercial leader with deep expertise in retina drug launches Primary architect for the industry-defining launch of EYLEA while at Regeneron Most recently served as Chief Marketing Officer Global Ophthalmology at Merck $OCUL Ocular Therapeutix Appoints David W. Robinson as Global Chief Commercial Officer Ocular Therapeutix Inc. https://t.co/V1lsE3Mvm0 $OCUL Ocular Therapeutix Appoints David W. Robinson as Global Chief Commercial Officer Ocular Therapeutix Inc."
[X Link](https://x.com/semodough/status/2013946019210252614) 2026-01-21T12:05Z 42.5K followers, [----] engagements
"$ABSI Catalyst 1H 2026: ABS-201 (AGA) Phase [--] Safety Tolerability and PK readout. 2H 2026: ABS-201 (AGA) 13-week interim Proof of Concept (PoC) efficacy readout. 2H 2026: ABS-201 (Endometriosis) Phase [--] trial initiation and potential interim PoC. Early 2027: ABS-201 (AGA) full 26-week topline Phase 1/2a results. 2026: Disclose new clinical candidates based on Origin-1 model. https://twitter.com/i/web/status/2014529260988330457 https://twitter.com/i/web/status/2014529260988330457"
[X Link](https://x.com/semodough/status/2014529260988330457) 2026-01-23T02:42Z 42.4K followers, [----] engagements
"$PCVX Today Salim comments Continue to believe this stock is vastly underappreciated here. Outperform$53.83PT $163.00 : @Mizuho Senior Biotech Analyst Salim Syed highlights key companies in the news he covers heading into the new year. $BBIO $CYTK $PCVX $BIIB $RCUS Full video: https://t.co/UvRvcJ04vj https://t.co/3Apd9k93bj : @Mizuho Senior Biotech Analyst Salim Syed highlights key companies in the news he covers heading into the new year. $BBIO $CYTK $PCVX $BIIB $RCUS Full video: https://t.co/UvRvcJ04vj https://t.co/3Apd9k93bj"
[X Link](https://x.com/semodough/status/2014745469100913041) 2026-01-23T17:02Z 42.4K followers, [----] engagements
"$ALMS Catalyst 1H26: Full tables Phase [--] PsO disclosure (AAD/medical meeting) - the next leg of the debate. 2H26: PsO NDA package build - durability becomes the gating concept. The path is increasingly about proving durable high clearance and commercial staying power not can it hit PASI 3Q26: LUMUS Phase 2b SLE topline - the first true pipeline multiplier. A clean lupus signal would offer pipeline-in-a-pill narrative beyond PsO and expand strategic optionality. 1H26: Phase [--] start for A-005 (CNS-penetrant TYK2) in MS - second-asset value crystallization. Two distinct TYK2 shots on goal"
[X Link](https://x.com/semodough/status/2015084199997563338) 2026-01-24T15:28Z 42.5K followers, [----] engagements
"$CGTX Catalyst 1H26: Potential initiation of enrollment in pivotal Phase [--] Alzheimers disease (AD) program for zervimesine (originally designated CT1812). 2026: clarity on clinical path forward for zervimesine in dementia with Lewy bodies (DLB). 1H27: Completion of enrollment in zervimesine pivotal AD clinical program. 2H27: release of top-line data from zervimesine Phase [--] START trial in patients with mild cognitive impairment (MCI) or early AD. https://twitter.com/i/web/status/2015094028170383678 https://twitter.com/i/web/status/2015094028170383678"
[X Link](https://x.com/semodough/status/2015094028170383678) 2026-01-24T16:07Z 42.5K followers, [----] engagements
"$APGE $REGN $SNY CONJUNCTIVITIS issues there was a higher rate of total conjunctivitis rate for APG777 vs Pbo (18.3% vs 2.4%) which look numerically higher vs Dupi's pooled monotx data from Ph.2b and SOLO1/2 (7.7% for 300mg QW 9.1% for 300mg Q2W) as well as Lebri monotx (7.4-7.5% in ADvocate 1/2) it's small N and a bit too early to say (N=83 for APGE vs N300-500 for Dupi/Lebri). APGE's conjunctivitis events led to no drug d/c interruptions or adjustments and were transient w/ 29d median time to resolution and only 3.7% of pts had ongoing conjunctivitis at wk16 which mgmt indicated is in-line"
[X Link](https://x.com/semodough/status/2015117998516769102) 2026-01-24T17:42Z 42.5K followers, [----] engagements
"$PCVX GUGG PCVX as a Top Pick for [----] ahead of pivotal Phase [--] adult data in 4Q26 and are anticipating Phase [--] pediatric data in 1H27 - potentially confirming prospects for VAX-31 to be the dominant player in a potential $10B+ market in 5-7 years. $PCVX Today Salim comments Continue to believe this stock is vastly underappreciated here. Outperform$53.83PT $163.00 $PCVX Today Salim comments Continue to believe this stock is vastly underappreciated here. Outperform$53.83PT $163.00"
[X Link](https://x.com/semodough/status/2015126003358597617) 2026-01-24T18:14Z 42.4K followers, [----] engagements
"$IRON Catalyst Bitopertin Early [----] Potential FDA Approval and Commercial Launch (EPP) Mid [----] Full Promotional Launch Campaign Early [----] APOLLO Confirmatory Trial Topline Data [----] Ex-US Regulatory Submissions DISC-0974 2H26 Updated Phase [--] RALLY-MF anemia data [----] Initiate Phase [--] RALLY-IBD study and report data DISC-3405 2H26 Initial Phase [--] RESTORE-PV Clinical Data 2H26 Initial Phase 1b Clinical Data (Sickle Cell Disease) https://twitter.com/i/web/status/2015150865191985370 https://twitter.com/i/web/status/2015150865191985370"
[X Link](https://x.com/semodough/status/2015150865191985370) 2026-01-24T19:53Z 42.5K followers, [----] engagements
"$KURA Catalyst 1H26: Updated KOMET-007 data evaluating ziftomenib in combination with 7+3 in 1L NPM1-m or KMT2A-r AML 1H26: Initiate Phase 1b expansion cohorts of darlifarnib and cabozantinib in advanced RCC 1H26: Preliminary data from darlifarnib and adagrasib in KRASG12C-m solid tumors 2H26: Preliminary KOMET-008 data evaluating ziftomenib in combination with gilteritinib in r/r NPM1-m/FLT3-m AML 2026: Continued enrollment in Phase [--] KOMET-017-IC and -NIC of ziftomenib in 1L AML and Phase 1a combination trial with imatinib in GI stromal tumors"
[X Link](https://x.com/semodough/status/2015151221955231929) 2026-01-24T19:54Z 42.4K followers, [----] engagements
"$OLMA Catalyst Late March/Early April 2026: Phase [--] persevERA giredestrant + palbociclib (CDK4/6i) data in 1L ER+/HER2- metastatic breast cancer (mBC) 1H26: Initial Phase [--] OP-3136 (KAT6i) data in solid tumors Fall 2026: Phase [--] OPERA-01 palazestrant (pala) monotherapy data in 2L/3L ER+/HER2- mBC 2H26: Phase [--] SERENA-4 data for camizestrant + palbociclib in 1L ER+/HER2- mBC https://twitter.com/i/web/status/2015152442615222714 https://twitter.com/i/web/status/2015152442615222714"
[X Link](https://x.com/semodough/status/2015152442615222714) 2026-01-24T19:59Z 42.5K followers, [----] engagements
"$PEPG Catalyst 1Q 2026: Topline data from the [--] mg/kg Multi-Ascending Dose (MAD) cohort of the FREEDOM2 trial in Myotonic Dystrophy Type [--] (DM1). 1H 2026: Initiation of the [--] mg/kg MAD cohort for FREEDOM2. 2H 2026: Longer-term MAD data including functional outcomes"
[X Link](https://x.com/semodough/status/2015152931050271110) 2026-01-24T20:01Z 42.5K followers, [----] engagements
"$VKTX WB Hsieh given the chronic nature of obesity believe patients will likely welcome a monthly dosing regimen. So far we have not seen compelling clinical datasets that are supportive of monthly dosing in the obesity field. In this Phase I maintenance study investors can assess the feasibility of transitioning [----] mg [----] mg [----] mg and [----] mg weekly doses to monthly. To help with contextualization management incorporated several control armsspecifically a [----] mg weekly to weekly (what we view as the positive control; recall this represents the highest dose examined in the Phase III"
[X Link](https://x.com/semodough/status/2015468526811677160) 2026-01-25T16:55Z 42.5K followers, [----] engagements
"$VKTX Jefferies BUY PT $101 caught up with MGT on [----] outlook/ corporate strategy. $VKTX is laser focused on clinical execution of two Ph3 trials &maintenance dosing study to readout mid'26. Oral EOP2 meeting updates/ decision on Ph2b/3 to be announced at upcoming 4QEPS. see meaningful/ catalyst rich [----] ahead. https://twitter.com/i/web/status/2015751734065324405 https://twitter.com/i/web/status/2015751734065324405"
[X Link](https://x.com/semodough/status/2015751734065324405) 2026-01-26T11:40Z 42.5K followers, 19.2K engagements
"$CRVS $APGE $KYMR Mizuho Expert Series call will take place TODAY on Monday January [--] from 9:00AM-10:00AM ET; $CRVS Mizuho KOL Call A Leading Dermatologist To Discuss Soquelitinib & Updated P1 Data in AtD Following up on recent positive updated P1 data for CRVS' lead asset soquelitinib (a novel oral ITK inhibitor) in atopic dermatitis/AtD in our next Mizuho Biotech Expert series $CRVS Mizuho KOL Call A Leading Dermatologist To Discuss Soquelitinib & Updated P1 Data in AtD Following up on recent positive updated P1 data for CRVS' lead asset soquelitinib (a novel oral ITK inhibitor) in atopic"
[X Link](https://x.com/semodough/status/2015792584015122622) 2026-01-26T14:22Z 42.5K followers, [----] engagements
"$PCVX LR reiterating OP rating on PCVX shares and PT of $77see potential for upside well beyond our PT. Despite strong recent stock performance as of yesterdays close of $53.83 PCVX shares are 55% below the all-time stock high of $121.06 on Sept [--] [----]. And PCVXs VAX-31 still has a best-in-class profile relative to competitors in development from $PFE and $GSK $PCVX GUGG PCVX as a Top Pick for [----] ahead of pivotal Phase [--] adult data in 4Q26 and are anticipating Phase [--] pediatric data in 1H27 - potentially confirming prospects for VAX-31 to be the dominant player in a potential $10B+ market"
[X Link](https://x.com/semodough/status/2015935630447149410) 2026-01-26T23:51Z 42.4K followers, 12.9K engagements
"$OLMA (OUTPERFORM LIFESCI $45.00 PT): Incorporating Some Value for the Potential with Olema's Oral SERD/CERAN Palazestrant in Adjuvant ER+ Breast Cancer; Moving Our PT to $45/Share"
[X Link](https://x.com/semodough/status/2015956842799661217) 2026-01-27T01:15Z 42.5K followers, [----] engagements
"$SLNO all time highs in short interest"
[X Link](https://x.com/semodough/status/2016306152854753567) 2026-01-28T00:23Z 42.5K followers, [----] engagements
"$BBIO $ALNY - LR [--] page Medacap survey IMHO as out as bullish as slide as you see for [----] & ATTRUBY -ATTR-CM Prescription Trends: New Patient Starts In Q4 [----] what percentage of your new ATTR-CM starts did you prescribe tafamidis vs. acoramidis vs. vutrisiran In the next [--] months what percentage of your new ATTR-CM starts will you prescribe tafamidis acoramidis or vutrisiran in the 1L setting $BBIO about as Bullish as survey as you will see for ATTRUBY The Cardiology Renaissance: ATTR-CM survey points to a growing market and shifts in prescribing behavior Our survey indicates changing"
[X Link](https://x.com/semodough/status/2016494869137482190) 2026-01-28T12:53Z 42.5K followers, [----] engagements
"$SLNO GUGG SLNO: Model Update Following Mgmt Catch-up BUY PT $106 - will point out Analyst here is Debjit Sharp analyst over the years"
[X Link](https://x.com/semodough/status/2016930410056298526) 2026-01-29T17:44Z 42.5K followers, [----] engagements
"$SLNO why not a Bolt on deal Was just looking at couple models today seeing revenue of 800-1 billion in couple years & profits of 8-10 bucks share - pretty easy BOLT on deal in my math book $SLNO- one of those names I'd love to see bought out simply b/c so many bears & people that hate the drug (good for $XBI remind shorts the r/r isn't there) $SLNO- one of those names I'd love to see bought out simply b/c so many bears & people that hate the drug (good for $XBI remind shorts the r/r isn't there)"
[X Link](https://x.com/semodough/status/2016941599817683439) 2026-01-29T18:28Z 42.5K followers, [----] engagements
"$PCVX [---] BILLION IN CASH raises 1/2 Billion more tonight $PCVX LR reiterating OP rating on PCVX shares and PT of $77see potential for upside well beyond our PT. Despite strong recent stock performance as of yesterdays close of $53.83 PCVX shares are 55% below the all-time stock high of $121.06 on Sept [--] [----]. And PCVXs VAX-31 $PCVX LR reiterating OP rating on PCVX shares and PT of $77see potential for upside well beyond our PT. Despite strong recent stock performance as of yesterdays close of $53.83 PCVX shares are 55% below the all-time stock high of $121.06 on Sept [--] [----]. And PCVXs"
[X Link](https://x.com/semodough/status/2016985217794212314) 2026-01-29T21:22Z 42.4K followers, [----] engagements
"$XBI #BIOTECHS investors keeping asking about M&A - imho one of most important slides out there if you own Biotechs - incredible % of Pharma Company Sales and % Of Pharma Company EPS Vulnerable to Patent Expirations 2025-2030 Cowen:" Q4+2026 Preview: Cautiously Optimistic That Biotech's Bull Market Will Continue; Biotech Stocks We Believe Have Potential For A Strong [----] Include: $ACLX $ANNX $APGE $APLS $AVTX $AXSM $BBIO $CBIO $OCUL $PVLA $QURE $RVMD $VRTX $XENE." https://t.co/IQ7lM5KlwY Cowen:" Q4+2026 Preview: Cautiously Optimistic That Biotech's Bull Market Will Continue; Biotech Stocks We"
[X Link](https://x.com/semodough/status/2017060133310697798) 2026-01-30T02:19Z 42.4K followers, 19.2K engagements
"@HOThomasWPhelps Yes OX40 is not disease modifying - what will $SNY do next"
[X Link](https://x.com/semodough/status/2017231161886404922) 2026-01-30T13:39Z 42.4K followers, [----] engagements
"$RGEN cash of $18.9B in cash and $1.99B in long-term debt. [----] the year they make bigger deals"
[X Link](https://x.com/semodough/status/2017311480127885819) 2026-01-30T18:58Z 42.5K followers, [----] engagements
"$BIIB [----] is the year $BIIB needs to decide our we going to be player in MS going forward because they clearly falling out MS revenue in H2:25 to be down 5-8% compared to H1:25 $TGTX Cowen updated $TGTX model in conjunction with TD Cowen Biotech's adjusted our 2026+ rev estimates account for TG's current [----] guidance range of $875-900MM view as conservative &likely to be revised upwards.maintain our $50 DCF-based PT - also seeing [--] BILLION in revenues $TGTX Cowen updated $TGTX model in conjunction with TD Cowen Biotech's adjusted our 2026+ rev estimates account for TG's current 2026"
[X Link](https://x.com/semodough/status/2017748653205496296) 2026-01-31T23:55Z 42.5K followers, 10.2K engagements
"$CRVS Jefferies BUY PT $42 new [--] page Deeper Dive into Key Debates on CRVS SQL Ph1 AD Data and ITK MOA-While awaiting more clinical data we see that SQL/ ITK could represent next big I&I drug/ class"
[X Link](https://x.com/semodough/status/2018132097370640894) 2026-02-02T01:19Z 42.4K followers, 15.9K engagements
"$PCVX Investors are increasingly paying attention to PCVX's comeback. Adult market is the near- term focus. We don't see major push-back on likely high POS for Ph3 based on strong Ph2 data while it is still under-appreciated that adult PCV market could be multiple of current $1-2B size expecting stock moving higher into the readout given adult market alone still under-appreciated to be a growing $5-6B+ opportunity. https://twitter.com/i/web/status/2018144559239213230 https://twitter.com/i/web/status/2018144559239213230"
[X Link](https://x.com/semodough/status/2018144559239213230) 2026-02-02T02:08Z 42.5K followers, [----] engagements
"$CRVS DR Grando was particularly impressed w/ SQL's reported safety calling it "impeccable" believes that an [--] wk Tx period is enough time to see safety signals and a [--] wk Tx is enough time to understand long-term safety sees the reported EASI-75/ [--] data as very impressive on par w/ that reported by JAKi and much higher than that reported by biologics including Dupi $CRVS Jefferies Bottom line. KOL call w/ Dr. Grando added further support to our thesis for the treatment paradigm-changing potential of ITK inhibitors in AD as KOL spotlighted SQL's impressively clean Ph1 safety profile &strong"
[X Link](https://x.com/semodough/status/2018349176078381249) 2026-02-02T15:41Z 42.5K followers, [----] engagements
"@Sanctuary_Bio Major sentiment change reversal on $PCVX last couple months"
[X Link](https://x.com/semodough/status/2018361391657148626) 2026-02-02T16:30Z 42.4K followers, [----] engagements
"$NKTR BRiley $NKTR Buy; $105.00 PT) AMGN's OX40 targeting roca Ph3 termination positions NKTR's REZPEG as the flagship asset within immune rebalancing atopic dermatitis space. SNY's (NR) amli Kaposi sarcoma case (HHV-8 susceptibility) disclosed on 4Q call (1/29) reinforces REZPEG's clean Ph2b safety differentiation. remain buyers into imminent 52-week maintenance data; AAD'26 late March presentation direct showdown with SNY's COAST [--] full data disclosures. Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60%"
[X Link](https://x.com/semodough/status/2018465107542524353) 2026-02-02T23:22Z 42.4K followers, 23.4K engagements
"$PFE Vyndaqel family [----] Billion in sales for quarter $BBIO $ALNY"
[X Link](https://x.com/semodough/status/2018658168604438584) 2026-02-03T12:09Z 42.4K followers, [----] engagements
"$AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://investors.amgen.com/news-releases/news-release-details/amgen-reports-fourth-quarter-and-full-year-2025-financial/ https://investors.amgen.com/news-releases/news-release-details/amgen-reports-fourth-quarter-and-full-year-2025-financial/"
[X Link](https://x.com/semodough/status/2018792799802368127) 2026-02-03T21:04Z 42.5K followers, [----] engagements
"$PFE Business development: MGT reiterated commitment to bolt-on BD with $7bn of capacity"
[X Link](https://x.com/semodough/status/2018868334444613776) 2026-02-04T02:04Z 42.5K followers, 16.1K engagements
"$AMGN Baird lack of meaningful follow-through on the originally expected 4Q25 data readouts for MariTide is somewhat discouraging although management expressed confidence.🤷♂🤷♂ $AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://t.co/NiQtdl76lS $AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://t.co/NiQtdl76lS"
[X Link](https://x.com/semodough/status/2018875193071153581) 2026-02-04T02:32Z 42.5K followers, [----] engagements
"$VKTX sounds phase [--] ready and we find out details of trials next week $VKTX For me its interesting that this year the wording from Viking has changed from Concurrently the company is evaluating an oral formulation of VK2735 in a Phase [--] trial to now saying Concurrently the company is evaluating an oral formulation of VK2735 in obesity $VKTX For me its interesting that this year the wording from Viking has changed from Concurrently the company is evaluating an oral formulation of VK2735 in a Phase [--] trial to now saying Concurrently the company is evaluating an oral formulation of VK2735 in"
[X Link](https://x.com/semodough/status/2019164840397611260) 2026-02-04T21:43Z 42.4K followers, 14K engagements
"$BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility caution against reading too much into it. Admittedly trying to extrapolate the strategy behind the move is challenging but it's easily overlookedthink that Pfizer was recently awarded two new polymorph patents whose claims-which may be robust-have yet to be litigated. At the same time the withdrawal was not a ruling made by the court i.e. no legal precedentwas established and thus unable to influence other courts including in the US. $BBIO Stock down 15% on tafamidis IP news. What's the market pricing"
[X Link](https://x.com/semodough/status/2019739851449409891) 2026-02-06T11:48Z 42.5K followers, 11.8K engagements
"$BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision) $BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility caution against reading too much into it. Admittedly trying to extrapolate the strategy behind the move is challenging but it's easily overlookedthink that Pfizer was recently $BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility"
[X Link](https://x.com/semodough/status/2019742580972433783) 2026-02-06T11:58Z 42.5K followers, 16.7K engagements
"$BIIB headline today Most of the legacy franchises underperformingCost-cutting measures outshine declining core business $BIIB [----] is the year $BIIB needs to decide our we going to be player in MS going forward because they clearly falling out MS revenue in H2:25 to be down 5-8% compared to H1:25 $BIIB [----] is the year $BIIB needs to decide our we going to be player in MS going forward because they clearly falling out MS revenue in H2:25 to be down 5-8% compared to H1:25"
[X Link](https://x.com/semodough/status/2019749475116310939) 2026-02-06T12:26Z 42.5K followers, [----] engagements
"$BBIO - Josh Schimmer on Biobeats $BBIO Defense - yes but nice to hear - still his top pic for year $BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision) $BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision)"
[X Link](https://x.com/semodough/status/2019866767691231408) 2026-02-06T20:12Z 42.4K followers, [----] engagements
"$IMVT $50.00 PT LIFESCI Quarterly Earnings: Company Remains Focused on Execution Across Multiple Late-Stage Programs; TED Data Expected in H1 [----] with RA and CLE Data in H2 [----] @Biohazard3737 @given2tweet $imvt is next @Biohazard3737 @given2tweet $imvt is next"
[X Link](https://x.com/semodough/status/2020144783482581066) 2026-02-07T14:37Z 42.5K followers, 10.3K engagements
"$CRVS $NKTR $ABVX $PTGX - cantor nice pic on Immunology Product Performance Across 4Q25. Which begs the questions what the valuations of NEW MOAs hopefully coming to market Yes competition but LARGE markets Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of cash left $APGE $CRVS $KYMR 18-20 quarters cash left $NKTR [--] quarters https://t.co/ep7G7cDAjq Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn"
[X Link](https://x.com/semodough/status/2020147306541052298) 2026-02-07T14:47Z 42.5K followers, 17.2K engagements
"$MRK flexing some muscle last week Catalysts: Winrevair Phase [--] CADENCE data in patients with Cpc-PH due to HFpEF (Mar. [--] at ACC 2026); (2) Islatravir + Lenacapavir (QW HIV antiretroviral) Phase [--] topline data (2Q 2026); (3) efinopegdutide (GLP-1/ glucagon receptor dual agonist) Phase 2b data in pre-cirrhotic MASH (1H 2026); (4) Tulisokibart Phase [--] data in UC (2H 2026); (5) Restoret Phase [--] data in DME (2H 2025); and (6) Ohtuvayre Phase [--] data in NCFB (4Q 2026). https://twitter.com/i/web/status/2020149425541177455 https://twitter.com/i/web/status/2020149425541177455"
[X Link](https://x.com/semodough/status/2020149425541177455) 2026-02-07T14:55Z 42.4K followers, [----] engagements
"$AMGN Dazodalibep Phase [--] Sjogren's Syndrome (both systemic and symptomatic) topline data (2H 2026); (2) Tezspire Phase [--] EoE topline data (2H 2026); (3) AMG [---] Phase [--] Asthma topline data (1H 2026); and (4) additional MariTide Phase [--] data which we believe we may see at the American Diabetes Association Annual Meeting (June 5-8 [----] https://twitter.com/i/web/status/2020157294844027074 https://twitter.com/i/web/status/2020157294844027074"
[X Link](https://x.com/semodough/status/2020157294844027074) 2026-02-07T15:26Z 42.5K followers, [----] engagements
"$BMY good week [----] guidance: BMY issued first-time [----] revenue guidance of $46.0bn-$47.5bn. But many analysts still dont believe $BMY can sustain growth past [----] [--] billion LOE $MRK flexing some muscle last week Catalysts: Winrevair Phase [--] CADENCE data in patients with Cpc-PH due to HFpEF (Mar. [--] at ACC 2026); (2) Islatravir + Lenacapavir (QW HIV antiretroviral) Phase [--] topline data (2Q 2026); (3) efinopegdutide (GLP-1/ glucagon receptor dual agonist) $MRK flexing some muscle last week Catalysts: Winrevair Phase [--] CADENCE data in patients with Cpc-PH due to HFpEF (Mar. [--] at ACC 2026);"
[X Link](https://x.com/semodough/status/2020162705630310523) 2026-02-07T15:48Z 42.4K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@semodough dough
Several biotech companies have recently made significant announcements, including Roivant Sciences ($ROIV) with positive Phase [--] study results for brepocitinib in dermatomyositis. Argenx ($ARGX) also reported strong sales of its Vyvgart treatment, with a $4 billion run rate. Additionally, Soleno Therapeutics ($SLNO) saw its shares trade up after a failed trial from a competitor, Acadia Pharmaceuticals ($ACAD).
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Social Influence
Social category influence stocks 57.88% finance 21.21% cryptocurrencies 4.24% currencies 4.24% technology brands 2.42% countries 1.21% travel destinations 0.91% financial services 0.61% musicians 0.3% automotive brands 0.3%
Social topic influence $bbio #1, $crvs #4, $ocul #1, $vktx #5, data #293, target #2777, $tgtx #12, in the 5.15%, $nktr #17, ceo #2189
Top accounts mentioned or mentioned by @biopharmiq @thenewceo_ @seedy19tron @jd4for4 @avidresearch @almightyzeeza @biohazard3737 @hothomaswphelps @dreesenkl @tradingsssss @omillionaires @biotech_jack @quantumup1 @vulpescap @biomaven @soowannaway @amaymd @sharkbiotech @jfais20 @jonesallen99138
Top assets mentioned BridgeBio Pharma, Inc. Common Stock (BBIO) Ocular Therapeutix, Inc. (OCUL) Viking Therapeutics, Inc (VKTX) TG Therapeutics, Inc. (TGTX) AstraZeneca PLC (AZN) Merck & Co., Inc. (MRK) Synthetify (SNY) Kymera Therapeutics, Inc. (KYMR) Pfizer, Inc. (PFE) BioMarin Pharmaceutical, Inc. (BMRN) Praxis Precision Medicines, Inc. (PRAX) Vertex Protocol (VRTX) Vaxcyte, Inc. (PCVX) Soleno Therapeutics, Inc. Common Stock (SLNO) Fractyl Health, Inc. (GUTS) Regeneron Pharmaceuticals Inc (REGN) Eli Lilly and Company (LLY) Apogee Therapeutics, Inc. (APGE) Alnylam Pharmaceuticals, Inc. (ALNY) Novo-Nordisk (NVO) Arcellx, Inc. (ACLX) Abivax SA (ABVX) IDEAYA Biosciences, Inc. Common Stock (IDYA) Biogen Inc (BIIB) Revolution Medicines, Inc. (RVMD) Sanofi (SNY) Bristol-Myers Squibb Co (BMY) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Protagonist Therapeutics, Inc (PTGX) Amgen, Inc. (AMGN) Climb Bio, Inc (CLYM) Cidara Therapeutics, Inc. (CDTX) Invivyd, Inc. (IVVD) Disc Medicine, Inc. Common Stock (IRON) Axsome Therapeutics, Inc (AXSM) Xenon Pharmaceuticals Inc (XENE) Alumis Inc. (ALMS) Janux Therapeutics, Inc. (JANX) Day One Biopharmaceuticals, Inc. (DAWN) Gilead Sciences, Inc. (GILD) Insmed, Inc. (INSM) Cytokinetics Inc. (CYTK) PTC Therapeutics, Inc. (PTCT) Tyra Biosciences, Inc. (TYRA)
Top Social Posts
Top posts by engagements in the last [--] hours
"$OCUL Ocular Therapeutix Reports Fourth Quarter and Full Year [----] Results and Business Highlights Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-reports-fourth-quarter-and-full-year-2024/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-reports-fourth-quarter-and-full-year-2024/"
X Link 2025-03-03T12:05Z 42.4K followers, [----] engagements
"$OCUL Ocular Therapeutix (OCUL) has a short interest of 14.4million shares representing 9.40% of the float $VKTX - short interest at all time highs as we start phase [--] https://t.co/ACzGMQ1Ckv $VKTX - short interest at all time highs as we start phase [--] https://t.co/ACzGMQ1Ckv"
X Link 2025-06-25T22:28Z 42.4K followers, [----] engagements
"$OCUL RJ Strong Buy $OCUL Prep Work for Expected Investor Day Updates on Development of Axpaxli in NPDR and DME Ocular Therapeutix will host an investor day next Tuesday September [--]. will get commentary on the progress of the Phase [--] studies in wAMD; however our focus will be on the unveiling of the companys development strategy for Axpaxli beyond wAMD specifically non- proliferative diabetic retinopathy (NPDR) and diabetic macular edema (DME). https://twitter.com/i/web/status/1970915868096749683 https://twitter.com/i/web/status/1970915868096749683"
X Link 2025-09-24T18:18Z 42.4K followers, 10.4K engagements
"Pontifex sold all $KROS 10/16 - only [--] positions for them with $CLYM biggest at [---] million shares as 9/18/2025 $CLYM way below cash [---] million cash - Mcap [---] million - RA Capital owns [--] million shares - also found it interesting TANG filing new position of [--] million shares https://t.co/JY1s4bbqpr $CLYM way below cash [---] million cash - Mcap [---] million - RA Capital owns [--] million shares - also found it interesting TANG filing new position of [--] million shares https://t.co/JY1s4bbqpr"
X Link 2025-10-21T16:16Z 42.4K followers, [----] engagements
"$OCUL Ocular Therapeutix Achieves Target Randomization of [---] Subjects in SOL-R Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-achieves-target-randomization-555-subjects/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-achieves-target-randomization-555-subjects/"
X Link 2025-11-04T12:01Z 42.4K followers, [----] engagements
"@seedy19tron No idea why @ScorpionFund has not done report on $INBX & all sketchiness it seems going on there Vs going after others"
X Link 2025-11-20T20:17Z 42.4K followers, [----] engagements
"$IDYA IDEAYA Biosciences Announces IND Clearance for IDE034 a Potential First-in-Class Bispecific B7H3/PTK7 TOP1 ADC Targeting Multiple Solid Tumor Types - Dec [--] [----] https://ir.ideayabio.com/2025-12-01-IDEAYA-Biosciences-Announces-IND-Clearance-for-IDE034-a-Potential-First-in-Class-Bispecific-B7H3-PTK7-TOP1-ADC-Targeting-Multiple-Solid-Tumor-Types https://ir.ideayabio.com/2025-12-01-IDEAYA-Biosciences-Announces-IND-Clearance-for-IDE034-a-Potential-First-in-Class-Bispecific-B7H3-PTK7-TOP1-ADC-Targeting-Multiple-Solid-Tumor-Types"
X Link 2025-12-01T11:01Z 42.4K followers, [----] engagements
"$GUTS catalysts & thank you @Vulpescap for $GUTS a summary 🧵Long-form $GUTS thesis here. I posted it to VIC a few mo ago at $1.25ish right after the randomized 3-mo data came out. Not as cheap anymore but we have good 6-mo OL data and 6-mo randomized data in January. Not investment advice but for those who are interested: 🧵Long-form $GUTS thesis here. I posted it to VIC a few mo ago at $1.25ish right after the randomized 3-mo data came out. Not as cheap anymore but we have good 6-mo OL data and 6-mo randomized data in January. Not investment advice but for those who are interested:"
X Link 2025-12-04T17:49Z 42.4K followers, 15.5K engagements
"$GUTS CEO BUY $GUTS https://t.co/HbLx2VcIVz $GUTS https://t.co/HbLx2VcIVz"
X Link 2025-12-08T12:09Z 42.4K followers, 18K engagements
"after seeing the bidding for $CDTX - should $IVVD not be higher $cdtx $mrk mergers details out 10/24 -$118 offer from company D 10/29- $120 offer from $mrk 11/01 - $130 offer from company D 11/04 - $104 offer from company E 11/07 - $150 offer from company D 11/08 - $156 offer from $mrk 11/08 - $140 offer from company F 11/08 - $127 + cvr $cdtx $mrk mergers details out 10/24 -$118 offer from company D 10/29- $120 offer from $mrk 11/01 - $130 offer from company D 11/04 - $104 offer from company E 11/07 - $150 offer from company D 11/08 - $156 offer from $mrk 11/08 - $140 offer from company F"
X Link 2025-12-08T12:16Z 42.4K followers, [----] engagements
"$GUTS new December slide deck out https://ir.fractyl.com/static-files/832aa780-1e7f-49e7-9e62-d2af6f527d44 $GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too many to name I watched from afaryet felt the flame. Then came Fractyl a different way A duodenal tune-up to keep fat at bay. No needles no https://t.co/usVTrFS2L9 https://ir.fractyl.com/static-files/832aa780-1e7f-49e7-9e62-d2af6f527d44 $GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too"
X Link 2025-12-09T16:19Z 42.4K followers, [----] engagements
"$OCUL BAIRD good read on $OCUL thru December [--] [----] Biotechnology Commentary on Ocular's Axpaxli in Wet AMD Dr. Dhoot sees Ocular's SOL-1 as a unique and "quite genius" trial design. SOL-1 the first of two of Ocular Therapeutix's (OCUL Kusy) pivotal wet AMD studies is set to readout in 1Q26 study. Dr. Dhoot and most docs expect SOL-1 to be successful on primary endpoint. https://twitter.com/i/web/status/1998435311970341079 https://twitter.com/i/web/status/1998435311970341079"
X Link 2025-12-09T16:51Z 42.4K followers, [----] engagements
"$IDYA IDEAYA Biosciences Announces IND Submission for IDE574 a Potential First-In-Class KAT6/7 Dual Inhibitor for Breast and Lung Cancers - Dec [--] [----] https://ir.ideayabio.com/2025-12-10-IDEAYA-Biosciences-Announces-IND-Submission-for-IDE574-a-Potential-First-In-Class-KAT6-7-Dual-Inhibitor-for-Breast-and-Lung-Cancers https://ir.ideayabio.com/2025-12-10-IDEAYA-Biosciences-Announces-IND-Submission-for-IDE574-a-Potential-First-In-Class-KAT6-7-Dual-Inhibitor-for-Breast-and-Lung-Cancers"
X Link 2025-12-10T11:22Z 42.4K followers, [----] engagements
"$IMNM (OUTPERFORM$40.00 PT): Home Run Scenario for Phase [--] RINGSIDE Topline; Better Numerical Efficacy & Potentially Safety for Varegacestat Over Nirogacestat; Launch Prep Underway; PT to $40 LIFESCI $IMNM Immunome to Announce Topline Results from Phase [--] RINGSIDE Trial of Varegacestat in Patients with Desmoid Tumors - Investor Relations https://t.co/OQTzp0pD3J $IMNM Immunome to Announce Topline Results from Phase [--] RINGSIDE Trial of Varegacestat in Patients with Desmoid Tumors - Investor Relations https://t.co/OQTzp0pD3J"
X Link 2025-12-15T16:27Z 42.4K followers, [----] engagements
"$NBIX Neurocrine Biosciences Showcases R&D Transformation Driving Innovation Across Neuroscience and Endocrinology Neurocrine Biosciences https://neurocrine.gcs-web.com/news-releases/news-release-details/neurocrine-biosciences-showcases-rd-transformation-driving https://neurocrine.gcs-web.com/news-releases/news-release-details/neurocrine-biosciences-showcases-rd-transformation-driving"
X Link 2025-12-16T21:04Z 42.4K followers, [----] engagements
"$GUTS upcoming 6mo REMAIN-1 midpoint data readout in Jan [----] Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of topics including 1) Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of"
X Link 2025-12-19T11:51Z 42.4K followers, [----] engagements
"$IRON 1Q26: Potential FDA approval and commercial launch for bitopertin in EPP by end of January [----] 2H26: Additional data from the Phase [--] RALLY-MF study of DISC-0974 in anemia of MF 2H26: Initial data from the Phase [--] RESTORE-PV study of DISC-3405 in PV 2H26: Initial data from a Phase 1b study of DISC-3405 in SCD https://twitter.com/i/web/status/2002888470591668385 https://twitter.com/i/web/status/2002888470591668385"
X Link 2025-12-21T23:46Z 42.4K followers, [----] engagements
"$XBI #Biotechs BofA sees small- and mid-cap biotech well positioned into [----] Top picks: $ARGX Argenx $KALV KalVista Pharmaceuticals $OCUL Ocular Therapeutix"
X Link 2025-12-21T23:52Z 42.4K followers, [----] engagements
"$IRON Truist Friday $IRON shares are trading sharply lower following a STAT news article alleging that VInay Prasad has become personally involved in the ongoing CNPV review of bitopertin for erythropoietic protoporphyria (EPP) and that he is "skeptical of the drug's efficacy". We note that Prasad does not oversee the FDA Division that would typically conduct the filing review however he is part of the committee that chooses which products to award the CNPV vouchers https://twitter.com/i/web/status/2003080145985323292 https://twitter.com/i/web/status/2003080145985323292"
X Link 2025-12-22T12:28Z 42.4K followers, [----] engagements
"$IVVD BTIG initiated Buy; PT $10 A proven track record of producing effective antibodies coupled with the much larger TAM of VYD2311 relative to the already approved PEMGARDA is the reason we recommend investing in Invivyd. price target is based on expectation of a positive readout documenting superiority to mRNA vaccines from the P3 REVOLUTION program for VYD2311 around YE26.find the Invivyd approach compelling as antibodies directed at invariant regions of pathogens is a Holy Grail of infectious disease treatment. Toward this goal Invivyd has taken a clever approach for current COVID-19"
X Link 2025-12-22T18:35Z 42.4K followers, [----] engagements
"$PRAX BTIG (PRAX Buy $843 PT) December [--] [----] Pedal To The Metal for PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does. BTIG: Pedal To The Metal for $PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does. BTIG: Pedal To The Metal for $PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does"
X Link 2025-12-29T11:58Z 42.4K followers, [----] engagements
"$PRAX Truist caught up with mgmnt who shared that during conversations with the FDA that led up to the granting of the BTD several "review type" questions were asked indicating some level of FDA's comfort with the data and pre-NDA meeting"
X Link 2025-12-30T15:03Z 42.4K followers, [----] engagements
"$AXSM Axsome Therapeutics Announces FDA Acceptance and Priority Review of Supplemental New Drug Application for AXS-05 for the Treatment of Alzheimers Disease Agitation Axsome Therapeutics Inc. https://axsometherapeuticsinc.gcs-web.com/news-releases/news-release-details/axsome-therapeutics-announces-fda-acceptance-and-priority-0 https://axsometherapeuticsinc.gcs-web.com/news-releases/news-release-details/axsome-therapeutics-announces-fda-acceptance-and-priority-0"
X Link 2025-12-31T12:01Z 42.4K followers, [----] engagements
"$PRAX catalysts: 1Q26: File NDA for ulixacaltamide in ET 1Q26: FDA meeting on EMBOLD data 1Q26: File NDA for relutrigine in SCN2A/8A-DEE 1H26: Top-line Phase II/III POWER [--] data for vormatrigine in FOS 1H26: Top-line EMBRAVE Part A data for elsunersen 1H26: Initiate POWER [--] study for vormatrigine in monotherapy FOS 2H26: EMERALD study enrollment completion for relutrigine in broad DEEs 2H26: POWER [--] enrollment completion for vormatrigine in FOS 2026: EMBRAVE [--] top-line data https://twitter.com/i/web/status/2006407591404949615 https://twitter.com/i/web/status/2006407591404949615"
X Link 2025-12-31T16:50Z 42.4K followers, [----] engagements
"@JD4for4 Well said JD. That was Bear thesis back then JPM 2019people dismissed Auvelity as a junky combo of two generics"
X Link 2025-12-31T19:43Z 42.4K followers, [----] engagements
"$GUTS catalysts $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ"
X Link 2026-01-05T14:12Z 42.4K followers, [----] engagements
"#BIOTECHS Truist refreshes few [----] models $ALNY BUY; $530 (was $535) $ARGX BUY; $1030 (was $950) $BBIO BUY $86 (was $80) $BIIB HOLD $190 (was $142) $CNTA BUY $33 (was $30) $DNTH BUY $63 (was $56) $HRMY BUY $45 (was $48) $IMVT HOLD $22 (was $16) $NBIX BUY $169 (was $172) $TECX BUY $60 (was $64) https://twitter.com/i/web/status/2009241779447411095 https://twitter.com/i/web/status/2009241779447411095"
X Link 2026-01-08T12:32Z 42.4K followers, [----] engagements
"$ELVN much sicker population with basically same results as $TERN question now does $TERN deserve [--] Billion Mcap $ELVN vs $TERN - interesting data here little different mechanism. https://t.co/coy0yqKaIc $ELVN vs $TERN - interesting data here little different mechanism. https://t.co/coy0yqKaIc"
X Link 2026-01-08T15:15Z 42.4K followers, 10.3K engagements
"$MRK has the firepower plenty $VRNA $CDTX $RVMD & more $XBI $MRK will generate around [--] Billion in free cash flow 2025-2027 - plenty of firepower even after [--] Billion for $VRNA $MRK will generate around [--] Billion in free cash flow 2025-2027 - plenty of firepower even after [--] Billion for $VRNA"
X Link 2026-01-08T21:21Z 42.4K followers, [----] engagements
"Baird #Biotech pics [----] favorite biotech names to own in [----]. Skorney: $BIIB $XENE $BHVN Allen: $IMCR $TSHA $VYGR Kusy: $OCUL $SYRE $CLYM"
X Link 2026-01-09T11:59Z 42.4K followers, [----] engagements
"$MLTX Catalysts SLK in axSpA Phase [--] S-OLARIS topline data - 1Q26 MLTX Investor Day - February [--] [----] SLK in HS VELA-1/2 52wk data - 2Q26 SLK in PsA Phase [--] IZAR-1 topline data - mid-2026 SLK in adolescent HS Phase [--] VELA-TEEN topline data - mid-2026 SLK in HS BLA submission - 2H26 SLK in PsA Phase [--] IZAR-2 topline data - 2H26 https://twitter.com/i/web/status/2010450686845288774 https://twitter.com/i/web/status/2010450686845288774"
X Link 2026-01-11T20:36Z 42.4K followers, [----] engagements
"$BBIO - not sure many even knew BBIO had this EPP program - just impressive. #JPM26 ROBUST #biotech as you find going forward $BBIO some may nit pick the silliest things on $BBIO ATTRUBY launch - but its impressive & NEIL Rocking it on call about the other [--] NDA filings soon $BBIO some may nit pick the silliest things on $BBIO ATTRUBY launch - but its impressive & NEIL Rocking it on call about the other [--] NDA filings soon"
X Link 2026-01-12T16:09Z 42.4K followers, 12.4K engagements
"$SMMT Over [----] patients have been enrolled across [---] trials worldwide including [--] randomized Phase [--] studies (4 global [--] Akeso-sponsored) across a broad range of tumor types. Summit is actively supporting over [--] investigator-sponsored studies with [--] currently enrolling and [--] in collaboration with MD Anderson aiming to inform future development and expand indications. Additional Phase [--] studies and combination regimens are planned for [----]. Key upcoming catalysts include pivotal HARMONi-3 and HARMONi-6 readouts in NSCLC as well as a potential HARMONi-2 OS analysis in 1L NSCLC."
X Link 2026-01-13T20:00Z 42.4K followers, [----] engagements
"$TEVA #JPM26 Duvakitug phase [--] maintenance data (1H26) IL-15 data in vitiligo (phase 1b data in 1H26) and celiac (phase 2a data in 2H26) as well as data for DARI (phase [--] data in 2H2026) and emrusolmin (futility analysis in 2H26). TEVA expects to launch olanzapine LAI in 2H26 with mgmt highlighting pent-up demand (from oral olanzapine) although contracting negotiations could take some time (resulting in a more significant revenue contribution in [----] vs 2026) https://twitter.com/i/web/status/2011416600566493304 https://twitter.com/i/web/status/2011416600566493304"
X Link 2026-01-14T12:34Z 42.4K followers, [----] engagements
"$TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by [----]. $TGTX Cantor Prakhar Stock is at a very attractive valuation right now - our DCF value with conservative assumptions for subQ Briumvi is low $40s/sh (50% upside) so we are surprised the stock hasn't traded up a lot more. BUY TGTX $TGTX Cantor Prakhar Stock is at a very attractive valuation right now - our DCF value with conservative assumptions for subQ Briumvi is low"
X Link 2026-01-14T20:32Z 42.4K followers, 23.6K engagements
"$BBIO smart move here by MGT - to reprice the debt now while conserving cash flow -because I see over [--] billion in cash flow per year by [----] $BBIO BridgeBio Prices Offering of $500 Million Convertible Senior Notes due [----] to Refinance Senior Secured Debt https://t.co/Ck18gCBJ5i $BBIO BridgeBio Prices Offering of $500 Million Convertible Senior Notes due [----] to Refinance Senior Secured Debt https://t.co/Ck18gCBJ5i"
X Link 2026-01-14T22:07Z 42.4K followers, [----] engagements
"$TGTX updated Jefferies model [---] Billion revenue [----] $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by [----]. $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by 2030"
X Link 2026-01-16T12:27Z 42.4K followers, [----] engagements
"$TGTX one BRIUMVI social board with over 3k members - been talking switches for years - great to see so many doing well"
X Link 2026-01-17T22:26Z 42.4K followers, [----] engagements
"$CRVS - about as good as it could be. 75% of soquelitinib patients achieved EASI [--] 25% achieved EASI [--] and 33% achieved IGA 0/1 $CRVS Announces Positive Data from Cohort [--] Confirming Results for Placebo-Controlled Phase [--] Clinical Trial of Soquelitinib for Atopic Dermatitis. $NKTR https://t.co/AxiYYEMFRT $CRVS Announces Positive Data from Cohort [--] Confirming Results for Placebo-Controlled Phase [--] Clinical Trial of Soquelitinib for Atopic Dermatitis. $NKTR https://t.co/AxiYYEMFRT"
X Link 2026-01-20T12:03Z 42.4K followers, 17.2K engagements
"$CRVS - data better then $KYMR 75% EASI75 25% EASI90 33% IGA0/1 deepening responses on patients failing JAK & Dupi"
X Link 2026-01-20T12:06Z 42.4K followers, 19.2K engagements
"$CRVS 35% of patients had received prior systemic therapies (n=25) including 50% of patients (n=12) in cohort [--]. $KYMR not sure they did any $CRVS - treated more severe patients patients in these cohorts having more advanced disease with a higher mean baseline EASI (Eczema Area and Severity Index) score compared to patients in cohorts [--] and [--]. The mean baseline EASI in cohort [--] was [----] for the patients treated with $CRVS - treated more severe patients patients in these cohorts having more advanced disease with a higher mean baseline EASI (Eczema Area and Severity Index) score compared to"
X Link 2026-01-20T12:09Z 42.4K followers, [----] engagements
"Zunovo can not be done at home $TGTX SUBq will be able to. Huge advantage $TGTX Those that follow closely MW's thoughts on market space for injections vs. infusion his WAG of 33% for injections; I just saw a discussion on this topic in an Ocrevus group and amazingly 66% preferred the infusions over their Zunovo having done both. Fascinating.fwiw $TGTX Those that follow closely MW's thoughts on market space for injections vs. infusion his WAG of 33% for injections; I just saw a discussion on this topic in an Ocrevus group and amazingly 66% preferred the infusions over their Zunovo having done"
X Link 2026-01-20T12:29Z 42.4K followers, [----] engagements
"$CRVS - nice job CRVS son taking on treatment resistant patients Unlike the others. - you now have $SNY $REGN attention $CRVS ORAL - Disease remission for [--] months post treatment https://t.co/omYnfkXXrL $CRVS ORAL - Disease remission for [--] months post treatment https://t.co/omYnfkXXrL"
X Link 2026-01-20T13:30Z 42.4K followers, [----] engagements
"$BBIO Buy)-Mgmt Dinner Highlights: Attruby & [--] Launches Unlock Multi-Blockbuster Platform-We hosted a dinner with BBIO management following a standout Q4 pre-report. Attruby is already taking clear leadership with tx-naive share now 25%. ADH1 and limb-girdle are tangible $1B+ opportunities with potential approvals next year while a successful achon readout in Q1 could add another blockbuster. Management sees a path to $10B+ of revenue and we view a $20B valuation as the next step No $BBIO Cowen another Billion dollar opportunity- no competition either & its ORAL https://t.co/vwoZ8xaukM $BBIO"
X Link 2026-01-20T18:55Z 42.4K followers, [----] engagements
"$BBIO Management sees a path to $10B+ of revenue and view a $20B valuation as the next step $BBIO Buy)-Mgmt Dinner Highlights: Attruby & [--] Launches Unlock Multi-Blockbuster Platform-We hosted a dinner with BBIO management following a standout Q4 pre-report. Attruby is already taking clear leadership with tx-naive share now 25%. ADH1 and limb-girdle are tangible $BBIO Buy)-Mgmt Dinner Highlights: Attruby & [--] Launches Unlock Multi-Blockbuster Platform-We hosted a dinner with BBIO management following a standout Q4 pre-report. Attruby is already taking clear leadership with tx-naive share now"
X Link 2026-01-20T18:55Z 42.4K followers, [----] engagements
"$APLS additional UPSIDE catalyst/pipeline expanding Empaveli into additional kidney indications with pivotal studies underway in FSGS and DGF. It also is evaluating a combination therapy - Syfovre + APL3007 (siRNA) -for potentially superior efficacy and less frequent eye injections in GA. Phase [--] topline data is expected in [----]. In addition Apellis plans to file an investigational new drug application in 2H26 for APL9099 an FcRn geneediting therapy with potential across multiple autoimmune diseases. Positive updates from these programs could provide further upside. $APLS BofA upgrade $APLS"
X Link 2026-01-21T12:15Z 42.4K followers, [----] engagements
"$SNY Sanofi Phase III COAST-2 and SHORE (+TCS) data for amlitelimab in atopic dermatitis (AD) in the coming weeks with no meaningful recruitment differences for COAST-2 vs COAST-1 and with an expectation for similar efficacy;"
X Link 2026-01-21T12:59Z 42.4K followers, [----] engagements
"BofA $IKT initiate on Inhibikase currently advancing a prodrug of TKI imatinib for PAH with a Buy $6 PT Despite reasons to believe '001 may be able to reduce AEs think shares are trading with little credit for the opportunity recognize the unknowns especially given setbacks from other attempts but KOLs are optimistic https://twitter.com/i/web/status/2014010882469093620 https://twitter.com/i/web/status/2014010882469093620"
X Link 2026-01-21T16:23Z 42.4K followers, [----] engagements
"Wedbush $CRVS not covered) reported early efficacy in atopic dermatitis (EASI-75: 75% or 55% pbo-adjusted; IGA 0/1: 33% also 33% pbo-adjusted) with no major safety signals for its ITK inhibitor soquelitinib. Responses continued to surpass those of KT-621 (STAT6 degrader; $KYMR at [--] weeks Deepening of response through [--] weeks and durable remission following discontinuation further validate ITK as a target in dermatology.Deepening of response through [--] weeks and durable remission following discontinuation (Fig. [--] 4) further validate ITK as a target in dermatology."
X Link 2026-01-21T16:31Z 42.4K followers, [----] engagements
"$ALMS Charden initiate coverage with a Buy rating PT of $37 based on the potential of its late-stage clinical pipeline in TYK2-mediated autoimmune disorders. Alumis lead asset envudeucitinib is an oral second-gen allosteric TYK2 inhibitor that recently achieved all primary and secondary endpoints in two phase III trials in moderate-to-severe plaque psoriasis. https://twitter.com/i/web/status/2014049363601834290 https://twitter.com/i/web/status/2014049363601834290"
X Link 2026-01-21T18:56Z 42.4K followers, [----] engagements
"$ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in multiple sclerosis 3Q26. Envu: Topline phase II data in systemic lupus erythematosus 2H26: Envu: Topline data from ONWARD3 in psoriasis 2H26: Envu: [--] yr follow up phase II data for psoriasis 2H26. Envu: Potential NDA filing for psoriasis $ALMS Charden initiate coverage with a Buy rating PT of $37 based on the potential of its late-stage clinical pipeline in TYK2-mediated autoimmune disorders. Alumis lead asset envudeucitinib is an oral second-gen"
X Link 2026-01-21T19:00Z 42.4K followers, [----] engagements
"$BBIO Cowen nugget MGT reiterated that most important signal remains continued acceleration in treatment-naive segment where Attruby has now achieved over 25% share placing the franchise just below the companys 30-40% peak target range. $BBIO - headwinds turns to tailwinds - glad to see others digesting that - its big deal $BBIO - headwinds turns to tailwinds - glad to see others digesting that - its big deal"
X Link 2026-01-21T19:42Z 42.4K followers, [----] engagements
"$CRVS $KYMR Based on Jefferies analysis of KYMR& dropping IRAK4 and similar share count to $CRVS seems Jefferies should increase CRVS PT to $60 $CRVS has Ph3 trial more safety placebo controlled AD data and is better than KT-621 $CRVS $KYMR Current perception (long-term safety/monitoring + efficacy): ➡Safety: JAKs ITKi STAT6 degrader Dupixent. ➡Efficacy: JAKs/ITKi likely STAT6 degrader Dupixent but ITKi vs JAKs and degrader vs Dupixent need Phase 2/3 replication (esp. itch speed + $CRVS $KYMR Current perception (long-term safety/monitoring + efficacy): ➡Safety: JAKs ITKi STAT6 degrader"
X Link 2026-01-22T11:47Z 42.4K followers, [----] engagements
"$JANX $BMY $50 million in upfront and near-term milestone payments and is eligible to receive development regulatory and commercial milestones up to approximately $800 million in the aggregate. Janux is also entitled to tiered royalties on global product sales. $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://t.co/BAjXr43tyQ $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide"
X Link 2026-01-22T12:10Z 42.4K followers, [----] engagements
"$DAWN You got to be kidding me until today I didnt realize Alec at BOFA covers $DAWN $TGTX shareholders say what piece of 🤢🤢"
X Link 2026-01-22T16:05Z 42.4K followers, [----] engagements
"$CRVS OPPY KOL call Oral options could change the landscape in AD with a clear efficacy bar around 25-30% placebo adjusted EASI75 or a mean change in EASI of 60-70% both at 16wks based on dupilumab. Both $KYMR's '621 and $CRVS' SQL look promising with novel MOAs being an important addition to the space. Dr. Strober seemed a bit more enthusiastic about SQL given the longer treatment experience and placebo arm $CRVS OPPY PT $32 Oppenheimer $CRVS additional AD data that continue to impress across all reported efficacy These results come from Cohort [--] patients dosed with 200mg BID soquelitinib"
X Link 2026-01-23T16:17Z 42.4K followers, [----] engagements
"$DYN Catalysts: 2Q26: Z-Rostudirsen BLA submission for AA 2Q26: Z-Rostudirsen initiation of global P3 1Q27: Z-Rostudirsen US launch (assuming Priority Review) 2Q26: Z-Basivarsen complete enrollment for registrational expansion cohort in DM1 1Q27: Z-Basivarsen data for REC 3Q27: Z-Basivarsen potential submission for US AA 1Q28: Z-Basivarsen potential US launch (assuming Priority Review) https://twitter.com/i/web/status/2015082028543180866 https://twitter.com/i/web/status/2015082028543180866"
X Link 2026-01-24T15:19Z 42.4K followers, [----] engagements
"$CRVS listening to CEO speak & $REGN speak DUPIXENT does not due well on all Groups -$CRVS enrolled failures & most difficult to treat & still ended up with data better then SOC @seedy19tron Dupixent also works in Asian patients though no Soquelitinib increases Tregs so should would I races based on Dupixent MoA @seedy19tron Dupixent also works in Asian patients though no Soquelitinib increases Tregs so should would I races based on Dupixent MoA"
X Link 2026-01-24T15:33Z 42.4K followers, 21K engagements
"$APLS Catalyst 1Q26 EMA Regulatory Approval of Aspaveli in C3G/IC-MPGN 1H26 Regulatory Submission for Prefilled Syringe (PFS) SYFOVRE in Geographic Atrophy (GA) 2H26 (IND) Submission of APL-9099 (potential one-time neonatal FcRn) [----] Phase [--] topline data SYFOVRE + APL-3007 in Geographic Atrophy (GA) $APLS additional UPSIDE catalyst/pipeline expanding Empaveli into additional kidney indications with pivotal studies underway in FSGS and DGF. It also is evaluating a combination therapy - Syfovre + APL3007 (siRNA) -for potentially superior efficacy and less frequent eye $APLS additional UPSIDE"
X Link 2026-01-24T15:52Z 42.4K followers, [----] engagements
"$ARGX Catalyst VYVGART (efgartigimod) 5/10/2026 PDUFA Date for AChR-Ab Seronegative gMG 1Q [----] Topline Phase [--] Data (ADAPT OCULUS) in Ocular MG 4Q [----] Topline Phase therathera Data (ADVANCE-NEXT) in Primary ITP 3Q [----] Topline Phase [--] Data (ALKIVIA) in Myositis (AIM) End of [----] Commercial Launch for Seronegative gMG (if approved) [----] Commercial Launch for SC Autoinjector 1H [----] Initiation of Registrational Study in Graves Disease Empasiprubart Mid-2026 Go/No-Go Decision for Phase [--] VARVARA study (DGF) 3Q [----] Initiation of CMS Registrational Study 4Q [----] Topline Phase [--] Data (EMPASSION)"
X Link 2026-01-24T16:04Z 42.4K followers, [----] engagements
"$CABA Catalyst 1H [----] Clinical manufacturing data for the automated Cellares Cell Shuttle platform. 1H [----] No-preconditioning (no-PC) dose-ranging data in Pemphigus Vulgaris (PV) 1H [----] Complete Phase 1/2 data across three RESET clinical trials: SLE/LN Systemic Sclerosis (SSc) and Myasthenia Gravis (MG). 1H [----] FDA alignment on registrational design for the RESET-SSc program 1H/2H [----] No-preconditioning (no-PC) dose-ranging data in SLE/ LN Mid-2026 FDA alignment on registrational design for the RESET-MG program. [----] BLA submission for rese-cel in Myositis (DM/ASyS)"
X Link 2026-01-24T16:06Z 42.4K followers, [----] engagements
"$DAWN Catalyst 2026: EMA regulatory decision for OJEMDA in relapsed/refractory BRAF-altered pLGG. 1H26: Completion of enrollment in FIREFLY-2 Phase [--] frontline pLGG trial. 2026: Initial clinical updates from DAY301 PTK7-targeted ADC program. 2026: Development plan and timeline update for Emi-Le in adenoid cystic carcinoma. $DAWN BofA $DAWN 4Q25 Earnings Preview: stellar 4Q25 for Ojemda pipeline filling out: Our $236M [----] Ojemda revenue estimates (+$9M cons) falls within the guided $225-250M range representing strong growth YoY. $DAWN BofA $DAWN 4Q25 Earnings Preview: stellar 4Q25 for Ojemda"
X Link 2026-01-24T16:30Z 42.4K followers, [----] engagements
"$TGTX important observation occurring-Retention &Duration - recent social media checks showing large numbers of #Bruimvi patients on therapy now [--] years [--] yrs even [--] years - with no new lesions or relapses - many quoting best they ever felt - patients switching to BRIUMVI are staying on BRIUMVI #MS $TGTX - over [-----] patients on avg switch therapies each year - one nugget we know is $TGTX retention rate better then they forecasted [--] years ago - DURATION of treatment - REOCCURRING Revenue- amazed how many investors still not comprehending the outcomes longterm $TGTX - over [-----] patients on"
X Link 2026-01-24T17:02Z 42.4K followers, 10.1K engagements
"$PRAX piper hosted PRAX mgmt for an investor dinner ahead of ulixacaltamide's ET and relutrigine's SCN2A/SCN8A DEE NDA submissions by mid-February [----]. Importantly we came away confident in potential approvals where mgmt highlighted pristine execution with a focus on efficient processes to maximize success https://twitter.com/i/web/status/2015124696950296735 https://twitter.com/i/web/status/2015124696950296735"
X Link 2026-01-24T18:09Z 42.4K followers, [----] engagements
"$PRAX Notably most of conversation focused on ulixacaltamide's $10B ET opportunity where mgmt reiterated significant unmet need with 50% of dropout patients asking to come back on therapy. Additionally mgmt provided commercial preparation tidbits where they expect to target 13K neurologists with a 300- person sales team and noted ET patients are easily accessible with typical neurologists seeing 50-100. Hence this sets the stage for a strong ulixacaltamide launch (pending approval) where potential annual pricing $50-75K all but ensures multi-blockbuster success. Thus continue to view PRAX as"
X Link 2026-01-24T18:10Z 42.4K followers, [----] engagements
"$GILD #biotechs big winner of late $GILD Short Term Momentum Breakout stock. https://t.co/inxH7XTQNG $GILD Short Term Momentum Breakout stock. https://t.co/inxH7XTQNG"
X Link 2026-01-24T19:31Z 42.4K followers, [----] engagements
"$DERM Catalyst 2026: Continued prescription growth for Emrosi and stabilization of gross-to-nets through [----]. 2026: Stabilization of the Emrosi gross to net (GTN) percentages. Potential BD/in-licensing to leverage the existing derm sales infrastructure. $DERM (L) Interesting move today on above avg volume (caveat could always see "sell the news" reaction if Emrosi launch metrics for Q4 disappoint) Has been in "Companies I'd Start With" section of our Weekly Recap since entered in October & added on dips to $7 (to 10% https://t.co/Cmu3R7ICtk $DERM (L) Interesting move today on above avg"
X Link 2026-01-24T19:46Z 42.4K followers, [----] engagements
"$ERAS Catalyst 1H26: Initial Phase [--] monotherapy data from AURORAS-1 for ERAS-0015 (pan-RAS molecular glue). 2H26: Initiation of ERAS-0015 monotherapy expansion and combination dose-escalation cohorts. 2H26: Initial Phase [--] monotherapy data from BOREALIS-1 for ERAS-4001 (pan-KRAS inhibitor). 2027: Expansion cohort and combination data updates across both programs. https://twitter.com/i/web/status/2015149843107217611 https://twitter.com/i/web/status/2015149843107217611"
X Link 2026-01-24T19:48Z 42.4K followers, [----] engagements
"$INSM Catalyst Mar/Apr 2026: Phase [--] ENCORE topline (ARIKAYCE in newly diagnosed/recurrent MAC). 1H26: BRINSUPRI EU launch (approved; commercial launch planned). Early 2026: TPIP Phase [--] PAH initiation (PALM-PAH). 2Q26: Phase 2b CEDAR topline (brensocatib in HS). 2H26: Potential ARIKAYCE sNDA timing (if ENCORE positive) and TPIP PAH OLE update 2H26: TPIP Phase [--] PPF/IPF initiations (post FDA alignment) 2026: INS1033 IND (RA/IBD) and Stargardt IND (INS1203) https://twitter.com/i/web/status/2015150616373506122 https://twitter.com/i/web/status/2015150616373506122"
X Link 2026-01-24T19:52Z 42.4K followers, [----] engagements
"$IVVD Catalyst Mid-2026 (August): Topline data from DECLARATION Phase [--] trial evaluating VYD2311 for prevention of symptomatic COVID followed by rolling BLA filing. 2026: Continued commercial growth of PEMGARDA in immunocompromised populations under EUA. 2026: Pipeline advancement updates for VBY329 (RSV) and preclinical measles monoclonal antibody program. $IVVD Announces Plan for Phase [--] Study of VYD2311 for Treatment of Long COVID and COVID Vaccine-Injured Individuals to Commence Mid-2026 https://t.co/Ey69aplc6X $IVVD Announces Plan for Phase [--] Study of VYD2311 for Treatment of Long COVID"
X Link 2026-01-24T19:53Z 42.4K followers, [----] engagements
"$PRAX Catalyst Ulixacaltamide mid-Feb NDA submission of ulixacaltamide in Essential Tremor (ET) Vormatrigine 1H26 Topline results from the POWER [--] Phase 2/3 study in Focal Epilepsy 1H26 POWER3 initiation in Focal Epilepsy 2H26 complete enrollment of POWER [--] study in Focal Epilepsy [----] data of POWER2 [----] NDA submission in Focal Epilepsy Relutrigine mid-Feb NDA submission in SCN2A and SCN8A DEEs 2H26 Complete enrollment of EMBERALD in Other DEEs Elsunersen 1H26 topline data from EMBRAVE Part A in SCN2A DEE 2H26 topline EMBRAVE3 registrational study in SCN2A DEE [----] NDA submission in SCN2A"
X Link 2026-01-24T20:02Z 42.4K followers, [----] engagements
"$JANX BTIG comments Base Case Assumptions: $100 Price Target JANX007 (PSMA x CD3 T cell engager) for 2L/3L+ mCRPC patients - [----] market entry 45% peak market penetration and 50% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ mCRC patients - [----] market entry 40% peak market penetration and 25% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ NSCLC patients - [----] market entry 25% peak market penetration and 30% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ HNSCC patients - [----] market entry 45% peak market penetration and 25%"
X Link 2026-01-25T16:40Z 42.4K followers, [----] engagements
"$GUTS HCW new report BUY PT $8 Catalyst-rich [----] supports opportunities for first commercial launch. bullish view relies primarily on Revita's clinically meaningful and statistically significant data supporting its first-in-class potential to preserve weight loss after GLP-1 RA discontinuation using a non-chronic strategy. Based on positive early pivotal results (more below) we project favorable topline data and PMA filing in [----] with potential approval and commercialization in [----] $GUTS catalysts & thank you @Vulpescap for $GUTS a summary https://t.co/ui5SiVWLdV $GUTS catalysts & thank"
X Link 2026-01-26T14:56Z 42.4K followers, 13.6K engagements
"$GUTS highlight key [----] catalysts for Revita next: January 2026: REMAIN-1 midpoint cohort at six months 2Q26: REVEAL-1 open-label cohort at [--] months 3Q26: REMAIN-1 midpoint cohort at one year 2H26: REMAIN-1 pivotal cohort at six months 2H26: Potential PMA filing $GUTS HCW new report BUY PT $8 Catalyst-rich [----] supports opportunities for first commercial launch. bullish view relies primarily on Revita's clinically meaningful and statistically significant data supporting its first-in-class potential to preserve weight loss after GLP-1 RA $GUTS HCW new report BUY PT $8 Catalyst-rich 2026"
X Link 2026-01-26T14:57Z 42.4K followers, 10.1K engagements
"Needham $AMPH: $25.92 PT: $34.00 $ARQT: $26.20 PT: $30.00 BCRX: $6.79 PT: $18.00 COLL: $45.50 PT: $56.00 CRMD: $7.27 PT: $15.00 $CYTK: $63.41 PT: $84.00 EOLS: $4.92 PT: NA ESPR: $3.14 PT: $4.00 HRTX: $1.42 PT: $3.00 KALV: $16.02 PT: $35.00 $LQDA: $40.59 PT: $52.00 MLTX: $15.86 PT: $20.00 $NAMS: $33.32 PT: $46.00 OCS: $27.15 PT: $36.00 $OCUL: $10.27 PT: $20.00 OMER: $11.93 PT: NA PCRX: $20.67 PT: $30.00 TRVI: $9.99 PT: $22.00 VRCA: $7.42 PT: NA $VRDN: $32.93 PT: $42.00 XENE: $41.76 PT: $55. https://twitter.com/i/web/status/2015884946905112976 https://twitter.com/i/web/status/2015884946905112976"
X Link 2026-01-26T20:29Z 42.4K followers, [----] engagements
"#AACR26 Special Conference on RAS Oncogenesis & Therapeutics occurring March 5-8 [----] in Los Angeles CA $RVMD will have multiple preclinical & scientific plenary & poster presentations including daraxonrasib's induction of RTK expression in PDAC (Abstract PR009) and comparisons of RAS G12C(ON) vs KRAS G12C(OFF) activity (Abstract B037). https://twitter.com/i/web/status/2015956617708151134 https://twitter.com/i/web/status/2015956617708151134"
X Link 2026-01-27T01:14Z 42.4K followers, [----] engagements
"$TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for Patients with Relapsing Multiple Sclerosis Initiating Ublituximab https://www.abstractsonline.com/pp8/#/21408/presentation/879 https://www.abstractsonline.com/pp8/#/21408/presentation/879"
X Link 2026-01-27T12:38Z 42.4K followers, [----] engagements
"$TGTX Study Design of a Phase [--] Ublituximab Dose Confirmation Study in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS I https://www.abstractsonline.com/pp8/#/21408/presentation/599 https://www.abstractsonline.com/pp8/#/21408/presentation/599"
X Link 2026-01-27T12:38Z 42.4K followers, [----] engagements
"$TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://www.abstractsonline.com/pp8/#/21408/presentation/600 https://www.abstractsonline.com/pp8/#/21408/presentation/600"
X Link 2026-01-27T12:39Z 42.4K followers, [----] engagements
"$TGTX Conclusions: ENABLE patients experienced lower IRRs at the first dose compared to ULTIMATE. IRRs continued to decrease at subsequent doses and infusions were completed within the specified time. Overall ublituximab infusions were well-tolerated in this real-world observational study. $TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for Patients with Relapsing Multiple Sclerosis Initiating Ublituximab https://t.co/WhVGj72waS $TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for"
X Link 2026-01-27T12:45Z 42.4K followers, [----] engagements
"$TGTX Conclusions: Disease activity remained low and stable in patients transitioning to ublituximab from other anti-CD20 therapies. The 48-week increase in TNFSF13B generates the hypothesis that ublituximab induces more profound B-cell depletion than prior anti-CD20 therapies. These findings highlight the MSDA Test's utility as a sensitive tool for monitoring disease stability and specific responses to treatment. $TGTX Multi-protein Biomarker Test Results for Participants Treated with Ublituximab from the Study to Evaluate Safety Efficacy and Pharmacokinetics (PK) of a Modified Regimen of"
X Link 2026-01-27T12:47Z 42.4K followers, [----] engagements
"$TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven $TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://t.co/IXutbKDPRv $TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://t.co/IXutbKDPRv"
X Link 2026-01-27T13:32Z 42.4K followers, 11.9K engagements
"$TGTX [-----] to [-----] per year have Fingolimoid Drs will switch over night on patients taking Gilenya if ARR is better & hard to believe BRIUMVI will not be superior to Gilenya $TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven $TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven"
X Link 2026-01-27T13:43Z 42.4K followers, [----] engagements
"$GUTS didnt realize so many shorts here"
X Link 2026-01-28T00:10Z 42.4K followers, [----] engagements
"$LQDA short interest"
X Link 2026-01-28T00:14Z 42.4K followers, [----] engagements
"$GOSS short interest"
X Link 2026-01-28T00:17Z 42.4K followers, [----] engagements
"Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction ideas: $BBIO $MDGL $PTCT $VRTX $TYRA & more"
X Link 2026-01-28T02:52Z 42.4K followers, 31.7K engagements
"$BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction ideas: $BBIO $MDGL $PTCT $VRTX $TYRA & more. Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction"
X Link 2026-01-28T04:01Z 42.4K followers, 11.7K engagements
"$BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch continues to go well. We think BBIO could become the next INSM/ALNY and become an emerging large cap. $BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline $BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline"
X Link 2026-01-28T12:11Z 42.4K followers, 17K engagements
"$JNJ MS upgrade $JNJ to OW from EW raise PT to $262 on higher estimates from new products and a higher P/E multiple. Despite the re-rate we see a path to EPS driven beats from a number of new product cycles where we are 20% above consensus"
X Link 2026-01-28T12:59Z 42.4K followers, [----] engagements
"$TEVA BOFA reported 4Q results broadly in-line with its pre-announcement delivering sales of $4.2bn (+2% Y/Y local currency) Looking to FY26 think the adj EBITDA guidance for $5.15bn (midpoint) is encouraging and implies underlying +5% Y/Y growth"
X Link 2026-01-28T14:52Z 42.4K followers, [----] engagements
"$TGTX Cowen updated $TGTX model in conjunction with TD Cowen Biotech's adjusted our 2026+ rev estimates account for TG's current [----] guidance range of $875-900MM view as conservative &likely to be revised upwards.maintain our $50 DCF-based PT - also seeing [--] BILLION in revenues [--] years out - patent past [----] Analysts have an average price target of $49.50 for $TGTX Revs will be north of $1B in [----]. This is an obvious bolt on to any big pharma facing patent cliff - Goldman Sachs: $39 (Hold/Neutral) - H.C. Wainwright: $60 (Buy) - J.P. Morgan: $49 (Buy/Overweight) - TD Cowen: $50 (Buy)"
X Link 2026-01-29T17:33Z 42.4K followers, 12.8K engagements
"$PRAX(Buy)- Cowen Model Update-Raising PT to $554 from $353"
X Link 2026-01-29T17:57Z 42.4K followers, [----] engagements
"$DAWN Buy) Cowen Model Update Ahead Of Q4 Earnings-Lowering PT to $24 from $34.updated Q4 sales estimate to be in-line with pre-report and decreased our [----] Ojemda revenue estimate to $240MM within issued guidance of $225-250MM (note here). This led to new DCF-based PT of $24 https://twitter.com/i/web/status/2016937452993134883 https://twitter.com/i/web/status/2016937452993134883"
X Link 2026-01-29T18:12Z 42.4K followers, [----] engagements
"$CATX (OUTPERFORM$15.00 PT): Writing Was on the Wall: Sanofi Deprioritizes AlphaMedix for GEP-NETs; Shifting Our 12-Month PT to $15/Share LIFESCI"
X Link 2026-01-29T18:47Z 42.4K followers, [----] engagements
"LIFESCI $RVMD Mgmt Discussion Takeaways: Incremental Color on RASolute [---] Dynamics Pipeline Execution and Early Clinical-Stage Assets January [--] [----] OUTPERFORM PRICE TARGET: $144.00"
X Link 2026-01-29T20:35Z 42.4K followers, [----] engagements
"$WVE Cantor WVE CEO Paul Bolno for our next edition of Cantor Catalysts. Wednesday 2/4 @ 1PM"
X Link 2026-01-30T13:24Z 42.4K followers, [----] engagements
"@Prof_Oak_ After reading Barclays deep dive on $BBIO imagine many rethinking $BBIO"
X Link 2026-01-30T18:43Z 42.4K followers, [----] engagements
"@Biohazard3737 Only One day but impressive for $PCVX at least today"
X Link 2026-01-30T19:09Z 42.4K followers, [---] engagements
"Cantor Schimmer handful of data catalysts coming up - most likely all in March Ph3 infigratinib for achondroplasia $BBIO) Ph3 COMP360 for TRD $CMPS) Ph3 azetukalner for FOS $XENE) Pivotal Ph2 QTORIN Rapamycin for mLM $PVLA)"
X Link 2026-01-31T23:21Z 42.4K followers, [----] engagements
"$RHHBY's CT-388 (QW SC GLP-1/GIP) 72-week Ph3 Enith1 (NCT07351045) in n=2000 overweight/obese patients without T2D with primary endpoint of percent change from baseline in body weight has primary completion listed August [--] [----] (per and regulatory submission 2028+ with launch by [----] Not yet recruiting RHHBY's CT-388 (QW SC GLP-1/GIP) 72-week Ph3 Enith2 (NCT07351058) in n=1600 overweight/obese T2D patients with primary endpoint of percent change from baseline in body weight has primary completion listed August [--] [----] (per and regulatory submission 2028+ with launch by [----] Not yet recruiting"
X Link 2026-01-31T23:35Z 42.4K followers, [----] engagements
"Cantor $REGN: Quiet Before LAG3; Raise PT to $800"
X Link 2026-02-02T01:13Z 42.4K followers, [----] engagements
"$VKTX -Jefferies VKTX: Following our recent MGT catch-up investors were focused on the next step for oral as Ph2b or Ph3 and its implications. As Co will soon provide clarity at the upcoming 4Q EPS in few weeks Key note form Jefferies on recent meeting with $VKTX management. "Commercial readiness Co plans to target specific segments of the obesity market vs. going H2H on every front with the industry giants. Co believes capturing even 510% market share in certain niches (tapping the https://t.co/6LJtMj1UkV Key note form Jefferies on recent meeting with $VKTX management. "Commercial readiness"
X Link 2026-02-02T01:25Z 42.4K followers, [----] engagements
"$NVO Oral Wegovy's TRx came in at 26.1k on IMS & 26.8k on Symphony for its third week of launch - oral Wegovy IMS scripts (26.1k) look numerically higher vs both Wegovy injectable (3.1k) and Zepbound pen (15.6k) in their third week of launch. $LLY $VKTX $PFE $NVO Novo's Wegovy pill surpasses [-----] prescriptions in second full week. $LLY $VKTX https://t.co/7FkZsfxfYj $NVO Novo's Wegovy pill surpasses [-----] prescriptions in second full week. $LLY $VKTX https://t.co/7FkZsfxfYj"
X Link 2026-02-02T01:34Z 42.4K followers, [----] engagements
"$RVMD JP polled [--] PDAC- focused oncologists who treat an average of [---] PDAC patients annually and asked about their expectations for dara adoption in their practices Net-net our poll points to a highly favorable set-up for RVMDs opportunity in PDAC. 302s win is likely going to uncover more than just the opportunity in 2L given the unmet needs and the lack of available options https://twitter.com/i/web/status/2018142113444089950 https://twitter.com/i/web/status/2018142113444089950"
X Link 2026-02-02T01:59Z 42.4K followers, [----] engagements
"$TGTX Jeff has PK SUBq data listed as medium catalyst 1H26 $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by [----]. $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by 2030"
X Link 2026-02-02T02:14Z 42.4K followers, 12.6K engagements
"$PTGX ROYALTIES $JNJ has elevated Icotrokinra as the #2 priority in its immunology portfolio second only to Tremfya signaling a major long-term commitment to this oral peptide - 2nd $TAK Takeda has obtained priority review for rusfertide (FDA decision expected by August 2026) and is treating it as a crown jewel in its [------] launch roster. $TGTX Jeff has PK SUBq data listed as medium catalyst 1H26 $TGTX Jeff has PK SUBq data listed as medium catalyst 1H26"
X Link 2026-02-02T14:21Z 42.4K followers, [----] engagements
"@LimitedHangOut1 @ej23ny Agree DENISE -makes todays news a NOTHING"
X Link 2026-02-02T20:17Z 42.4K followers, [---] engagements
"$BBIO MS BridgeBio Pharma (BBIO OW $96 PT updated model PROPEL3 and Dual NDAs Define a Pivotal [----] $BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch continues to go well. We think BBIO could $BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch"
X Link 2026-02-03T02:02Z 42.4K followers, [----] engagements
"$MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY"
X Link 2026-02-03T11:41Z 42.4K followers, [----] engagements
"$PFE #Obesity [--] Phase [--] trials with PF3944 expected to advance in 2026; expansive clinical development program underway with 20+ planned and ongoing studies across diverse obesity pipeline Pfizer $PFE obesity drug data https://t.co/msJCoppJHC Pfizer $PFE obesity drug data https://t.co/msJCoppJHC"
X Link 2026-02-03T11:43Z 42.4K followers, [----] engagements
"$CYTK Truist $CYTK - Updating WAC price and estimates pre-4Q25; PT to $92 from $84"
X Link 2026-02-03T12:14Z 42.4K followers, [----] engagements
"BOfa few model updates $MDGL lowered PT ($570 vs. $595); $BBIO ($88 vs. $85 prior"
X Link 2026-02-03T12:57Z 42.4K followers, [----] engagements
"$TGTX Jeffries BUY PT $46 TGTX Catchup: Briumvi Rev Continues to Strong Momentum w/ SC Topline by '26/'27- believe will be a major stock-moving event with strategic value given potential best-in-class profile"
X Link 2026-02-03T15:40Z 42.4K followers, [----] engagements
"$VRNA $MRK Ohtuvayre in first quarter reported $178million $MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY $MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY"
X Link 2026-02-03T17:41Z 42.4K followers, [----] engagements
"$CTMX CEO very very active drug in late line CRC is what sticks out to other researchers Cantor Catalysts: Webinar with $CTMX Tomorrow (February 3rd @ 2:30PM ET) Cantor Catalysts: Webinar with $CTMX Tomorrow (February 3rd @ 2:30PM ET)"
X Link 2026-02-03T19:42Z 42.4K followers, 18.3K engagements
"$LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B)"
X Link 2026-02-04T11:51Z 42.4K followers, 19.3K engagements
"$CTMX Cantor PT after call yesterday $CTMX continues to be one of our favorite stories for [----] - are raising our PT to $10 on higher conviction for Varseta-M in CRC. $CTMX CEO very very active drug in late line CRC is what sticks out to other researchers $CTMX CEO very very active drug in late line CRC is what sticks out to other researchers"
X Link 2026-02-04T11:53Z 42.4K followers, [----] engagements
"$LLY $NVO pic sums it well $LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B) $LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B)"
X Link 2026-02-04T14:15Z 42.4K followers, 20.1K engagements
"$MRK interesting work from MS Post-Keytruda LOE cliff (2028) portfolio assessment. $MRK doing better then most on LOE cliff"
X Link 2026-02-04T14:27Z 42.4K followers, [----] engagements
"$OCUL SOL-1 Phase [--] superiority trial results remain masked to date SOL-1 data expected to be presented at the 49th Macula Society Annual Meeting Ocular plans to submit NDA for AXPAXLI in wet AMD based on SOL-1 [--] Week data pending positive results and planned FDA interactions Completed randomization of [---] subjects in SOL-R Phase [--] non-inferiority trial in December 2025; timing of topline results accelerated and now anticipated in 1Q [----] HELIOS-3 Phase [--] trial in diabetic retinopathy underway Cash balance of $737.1 million as of December [--] [----] with expected runway into [----] $OCUL Ocular"
X Link 2026-02-05T12:07Z 42.4K followers, [----] engagements
"$OCUL RJ Sean McCutcheonPh.D on this-week has one of better reads on $OCUL trials worth the time to read I received a strongly worded statement from $OCUL The rumors that are circulating alleging that we have seen the unmasked results from the SOL-1 trial or have knowledge that the trial did not succeed are categorically false." More in the story. I received a strongly worded statement from $OCUL The rumors that are circulating alleging that we have seen the unmasked results from the SOL-1 trial or have knowledge that the trial did not succeed are categorically false." More in the story"
X Link 2026-02-06T12:02Z 42.4K followers, 19K engagements
"$TNGX GUGG updating TNGX model &PT $18 to reflect our increased conviction in the opportunity for vopimetostat (TNG462) following recent updates (see here) including confirmation of Phase [--] initiation this year in 2L MTAP-del PDAC as well as forthcoming Phase [--] combination studies with daraxonrasib and zoldonrasib (both RVMD) that could potentially support Phase 3-go decisions in 1L MTAP-del PDAC. https://twitter.com/i/web/status/2020148399673073856 https://twitter.com/i/web/status/2020148399673073856"
X Link 2026-02-07T14:51Z 42.4K followers, [----] engagements
"$ARWR catalysts: 1) FCS launch quarterly; 2) SHTG pivotal data 3Q; 3) ARO-Dimer-PA data end-of 3Q (expects 40-50% decreases in both TG & LDL); 4) Obesity data throughout [----] for INHBE & ALK7 (we think likely @ADA); 5) early 'MAPT AD HV data (focus on CSF tau KD) in 2H26 (AD pt data 2027). https://twitter.com/i/web/status/2020163517416923571 https://twitter.com/i/web/status/2020163517416923571"
X Link 2026-02-07T15:51Z 42.4K followers, [----] engagements
"@WisemanCap Baffles me for one biggest events out of year we can not do better then Bad Bunny 🤷♂🤷♂"
X Link 2026-02-09T01:40Z 42.4K followers, [----] engagements
"$BBIO - more color from Schimmer -Orphan Drug Exclusivity (ODE) for tafamidis in Europe extends to [----] - for the WT TTR-CM indication. While hereditary TTR-CM ODE expires sooner there aren't 'skinny-label' carve-out options in Europe. So generics can't enter there for another [--] years at the earliest. PFE has filed newer (potentially stronger) polymorph patents in Europe that could help extend exclusivity beyond [----]. One of them has been challenged the other hasn't been challenged yet but likely will be. The EPO website is a little confusing but it does list quite a number of active patents"
X Link 2026-02-09T11:56Z 42.4K followers, [----] engagements
"$SLNO 9% decrease in short interest. Is sentiment reversing there as starts rebounding $SLNO [--] Billion Mcap cheap or not Exiting first year of launch with 400-500 runrate [---] million cash & all ready profitable - should Earn close to [--] bucks [----] EPS - easier Bolt on deal for larger pharma #Biotechs $SLNO [--] Billion Mcap cheap or not Exiting first year of launch with 400-500 runrate [---] million cash & all ready profitable - should Earn close to [--] bucks [----] EPS - easier Bolt on deal for larger pharma #Biotechs"
X Link 2026-02-10T23:41Z 42.5K followers, [----] engagements
"$VKTX thanks Jay for posting 👊had to read few times - few nuggets that I was unaware of - said before will say again nice to execution $VKTX $vktx Jeffries https://t.co/NTXdgrJeUn $vktx Jeffries https://t.co/NTXdgrJeUn"
X Link 2026-02-12T02:11Z 42.5K followers, 20.5K engagements
"$VNDA cantor Bysanti PDUFA is next week with a potential launch by 3Q26 (if approved): If approved Bysanti could be a very important part of the VNDA story - because of the positive implications on revenue runway extension for the schizophrenia/bipolar franchise (Fanapt - which is going off patent in late-2027). https://twitter.com/i/web/status/2022080874745848041 https://twitter.com/i/web/status/2022080874745848041"
X Link 2026-02-12T22:50Z 42.5K followers, [----] engagements
"$CRVS MIZUHO repeats $CRVS ITK -best in class in efficacy - ORAL - Disease modifying- TREG induction = Duration : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW https://t.co/ktZtIrypkA : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW"
X Link 2026-02-13T02:54Z 42.5K followers, [----] engagements
"$VKTX BRiley nugget Fully enrolled Ph1 maintenance study incorporates newly added Q2W subcu arm. This addition occurred after trial initiation driven by investigator feedback and proprietary market research showing patients gravitating toward less frequent regimens splitting the originally planned 15mg monthly into two 7.5mg Q2W doses while retaining higher monthly options thereby providing the most comprehensive dosing frequency dataset in the class. $VKTX WB Andy T. Hsieh imho important nugget what makes VK-2735 unique https://t.co/sTXBzX90EF $VKTX WB Andy T. Hsieh imho important nugget"
X Link 2026-02-12T22:35Z 42.5K followers, 11.5K engagements
"$BMRN [--] billion run rate allready but NO parent /Doctor is going to let there child get [----] injections "If you start kids on these therapies from birth until they're done growing that's over [----] injections." $BBIO how can it not take 1/2 market in first year with ORAL a& no more injections An analyst says $BBIO could change the standard of care in achondroplasia causes disproportionate short-limb stature. The company hit its bull case for the Phase [--] study. https://t.co/2JPiHX1rfY An analyst says $BBIO could change the standard of care in achondroplasia causes disproportionate short-limb"
X Link 2026-02-13T03:01Z 42.5K followers, [----] engagements
"$BBIO WF PT $98 Additional data at medical mtgs could reveal benefits on co-morbidities. MGT noted they will take an aggressive approach to publishing additional data and are highly confident they will be able to present data demonstrating benefits on co-morbidities associated with ACH. think these are key as benefits beyond AHV are very much needed according to our KOLs. Though recognize some will take longer to manifest. BBIO indicated a comparable # of pts rolled over into the LTE as CNP trials. $BBIO Bernstein updating $BBIO model PT $100 to reflect positive infigratinib data. there is"
X Link 2026-02-13T12:46Z 42.5K followers, [----] engagements
"$PASG Passage Bio Inc. - Passage Bio to Present Positive Interim Data from Cohort [--] Patients with FTD-GRN in upliFT-D Study at 14thInternational Conference on Frontotemporal Dementias(ISFTD2024) https://www.passagebio.com/investors-and-news/press-releases-and-statements/news-details/2024/Passage-Bio-to-Present-Positive-Interim-Data-from-Cohort-1-Patients-with-FTD-GRN-in-upliFT-D-Study-at-14thInternational-Conference-on-Frontotemporal-DementiasISFTD2024/default.aspx"
X Link 2024-09-16T11:02Z 42.5K followers, [----] engagements
"$VIR First patient dosed in Phase [--] study of VIR-5525 an EGFR-targeting PRO-XTEN dual-masked T-cell engager;advancing oncology clinical pipeline with three ongoing Phase [--] studies Strong financial position a $892.1 million in cash https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Provides-Corporate-Update-and-Reports-Second-Quarter-2025-Financial-Results/default.aspx https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Provides-Corporate-Update-and-Reports-Second-Quarter-2025-Financial-Results/default.aspx"
X Link 2025-08-07T00:04Z 42.4K followers, [----] engagements
"$SLNO - newest board member Prior to joining the Soleno Board Mr. Hahn served as Chief Financial Officer of Verona Pharma PLC through the phase [--] program and launch of its first approved product from March [----] until its acquisition by Merck & Co. Inc. for approximately $10 billion in October [----] https://twitter.com/i/web/status/1977711054655295992 https://twitter.com/i/web/status/1977711054655295992"
X Link 2025-10-13T12:20Z 42.4K followers, 29.8K engagements
"$PCVX Cantor Were not surprised to see $PCVX shares off pre-market on the back of return of perceived regulatory risk after a period of relative calm particularly with key data weighted to late [--]. However dont see much in the actual memo language on PCVs thats concerning would remind investors this all needs to continue to be viewed in the context of the likely timelines for VAX-31 adult and infants efforts against the backdrop of the time remaining in the current administrations term. https://twitter.com/i/web/status/1995505159384821911 https://twitter.com/i/web/status/1995505159384821911"
X Link 2025-12-01T14:47Z 42.5K followers, [----] engagements
"$BCAX additional Phase 1b data on ficerafusp on H&N cancer (HNSCC) presented at ESMO Asia https://www.bicara.com/wp-content/uploads/2025/12/750-mg-ESMO-Asia-Congress-2025-12.6.25.pdf https://www.bicara.com/wp-content/uploads/2025/12/750-mg-ESMO-Asia-Congress-2025-12.6.25.pdf"
X Link 2025-12-06T17:56Z 42.4K followers, [----] engagements
"$ACLX Arcellx Announces New Positive Data for Its iMMagine-1 Study in Patients with Relapsed and/or Refractory Multiple Myeloma - Arcellx https://ir.arcellx.com/news/news-details/2025/Arcellx-Announces-New-Positive-Data-for-Its-iMMagine-1-Study-in-Patients-with-Relapsed-andor-Refractory-Multiple-Myeloma-458674bbf/default.aspx https://ir.arcellx.com/news/news-details/2025/Arcellx-Announces-New-Positive-Data-for-Its-iMMagine-1-Study-in-Patients-with-Relapsed-andor-Refractory-Multiple-Myeloma-458674bbf/default.aspx"
X Link 2025-12-06T21:02Z 42.4K followers, [----] engagements
"$PCVX GUGG $PCVX initiation of VAX-31 Phase [--] non-inferiority trial in adults ('OPUS') with first participants dosed and topline data expected in 4Q26. Its now off to the races for what will likely be the leading product in a potential $13B PCV market by [----]. reiterate PCVX as a Top Pick for [----] adult topline pivotal data in 4Q26 alone can provide meaningful upside https://twitter.com/i/web/status/1998718535523004780 https://twitter.com/i/web/status/1998718535523004780"
X Link 2025-12-10T11:36Z 42.4K followers, [----] engagements
"$KURA Cantor KOL lunch with Dr. Thomas Leblanc from Duke University School of Medicine Komzifti likely to be KOL's preferred menin inhibitor as monotherapy and in combination in NPM1m -NO ADDED TOXICITY-He prefers Komzifti in NPM1m setting due to (1) less myelosuppression than Revuforj (2) less QTc prolongation (3) once-daily dosing convenience. He noted that Komzifti has some myelosuppression concerns but nowhere near as much as Revuforj where it might limit its 28-day cycle when used in combination with venetoclax. Jefferies take Post ASH Regarding $KURA Ziftomenib vs. Competing Menin"
X Link 2025-12-10T11:48Z 42.5K followers, [----] engagements
"$CLYM not sure why $CLYM did this December [--] [----] Climb Bio Inc. entered into an agreement with RA Capital to exchange [--------] shares of common stock for a pre-funded warrant to purchase the same number of shares giving RA Capital 23.0% voting power post-transaction. This filing indicates a significant adjustment to the company's capital structure. https://twitter.com/i/web/status/1999461270076989907 https://twitter.com/i/web/status/1999461270076989907"
X Link 2025-12-12T12:48Z 42.5K followers, [----] engagements
"$VIR Vir Biotechnology Grants Norgine Exclusive Commercial License to Chronic Hepatitis Delta Treatment Candidate in Europe Australia & New Zealand Including Global Cost Sharing Agreement for Ongoing ECLIPSE Clinical Development Program https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Grants-Norgine-Exclusive-Commercial-License-to-Chronic-Hepatitis-Delta-Treatment-Candidate-in-Europe-Australia--New-Zealand-Including-Global-Cost-Sharing-Agreement-for-Ongoing-ECLIPSE-Clinical-Development-Program/default.aspx"
X Link 2025-12-16T21:08Z 42.4K followers, [----] engagements
"$RGNX RGX-202 in DMD: - Topline data in 2Q26 and BLA submission mid-26 Sura-vec in DR (suprachoroidal): - Ph2b/3 initiation in [----] Sura-vec in wet-AMD (subretinal): - Ph3 pivotal data in [----] RGX-121 in MPS II: - February [--] [----] PDUFA date"
X Link 2025-12-21T23:35Z 42.4K followers, [----] engagements
"#BIOTECHS [----] TRUIST A few from our [--] favorite smid biotechs for [----] called out last year ($AXSM $CPRX $JAZZ $PRAX $WVE had a decent run helped by strengthening biotech tape in 4Q. We're sticking with AXSM JAZZ PRAX and WVE for [----] as bull theses are just starting to play out but we're substituting CPRX for $ALKS as see greater upside for ALKS in [----] https://twitter.com/i/web/status/2007071513611026675 https://twitter.com/i/web/status/2007071513611026675"
X Link 2026-01-02T12:48Z 42.4K followers, [----] engagements
"BTIG top #biotech pics [----] $PRAX $HROW $NKTR $SNDX"
X Link 2026-01-04T18:51Z 42.4K followers, 27.2K engagements
"BOFA top picks for 2026: $MRK $BMY $JAZZ $IONS"
X Link 2026-01-05T13:23Z 42.4K followers, [----] engagements
"#Biotechs BofA Key biotech themes important catalysts and our top Biotech picks for [----] Argenx $ARGX) KalVista Pharmaceuticals $KALV) Ocular Therapeutix $OCUL) and Vertex Pharmaceuticals $VRTX)"
X Link 2026-01-08T14:19Z 42.5K followers, [----] engagements
"@binarypharmer Absolutely not a fan of this CEO at all if you followed the history couple years back - our others Surprised $ALNY has not replaced its CEO"
X Link 2026-01-14T02:01Z 42.5K followers, [---] engagements
"$PFE MS attended a group meeting hosted by PFE IR and below are our key takeaways. Reiterated a $150bn #obesity market opportunity. The company is working to have weekly/monthly/oral options against a variety of pathways (GLP-1 GIP-R and amylin) to be able to address/segment the market. https://twitter.com/i/web/status/2011427406129529016 https://twitter.com/i/web/status/2011427406129529016"
X Link 2026-01-14T13:17Z 42.4K followers, [----] engagements
"$ALNY Cantor Non-GAAP operating margin guidance of 30% in 2030:This was the biggest (negative) surprise from ALNY's print. ALNY has done a great job at making the Street aware of its high royalty burden on Amvuttra (up to 30% burden) but what we didn't appreciate is how much R&D spend the company was planning over the next [--] years. https://twitter.com/i/web/status/2013038084732977179 https://twitter.com/i/web/status/2013038084732977179"
X Link 2026-01-18T23:57Z 42.5K followers, [----] engagements
"$SLNO price target raised by $8 to $114 at Wells Fargo"
X Link 2026-01-20T12:13Z 42.4K followers, [----] engagements
"$SLNO HCW Buy; Price Target: $120.00 Preliminary Revenue Guidance Beats Forecast; Raising PT to $120 Sales continue to outperform our estimatesraising price target. Soleno Therapeutics recently announced select preliminary 4Q25 and full-year [----] financial and operating results: $SLNO price target raised by $8 to $114 at Wells Fargo $SLNO price target raised by $8 to $114 at Wells Fargo"
X Link 2026-01-20T12:40Z 42.5K followers, [----] engagements
"$CRVS Jefferies $REGN failed therapies $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market $CRVS- congrats to longs 👏 +50% premarket Homerun data was needed for phase 1b readout to avoid a "sell the news" reaction & Miller delivered Of note= activity in patients w/ prior systemic therapy including JAK inhibitors and Dupixent (resistant patients alone= huge market) $CRVS- congrats to longs 👏 +50% premarket Homerun data was needed for phase 1b"
X Link 2026-01-20T13:28Z 42.5K followers, [----] engagements
"@avidresearch $CRVS Jefferies $REGN failed therapies😳 $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market"
X Link 2026-01-21T11:53Z 42.5K followers, [----] engagements
"$OCUL Ocular Therapeutix Appoints David W. Robinson as Global Chief Commercial Officer Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-appoints-david-w-robinson-global-chief/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-appoints-david-w-robinson-global-chief/"
X Link 2026-01-21T12:04Z 42.5K followers, 12.5K engagements
"$OCUL Appoints David W. Robinson as Global Chief Commercial Officer January [--] [----] PDF Version Accomplished global commercial leader with deep expertise in retina drug launches Primary architect for the industry-defining launch of EYLEA while at Regeneron Most recently served as Chief Marketing Officer Global Ophthalmology at Merck $OCUL Ocular Therapeutix Appoints David W. Robinson as Global Chief Commercial Officer Ocular Therapeutix Inc. https://t.co/V1lsE3Mvm0 $OCUL Ocular Therapeutix Appoints David W. Robinson as Global Chief Commercial Officer Ocular Therapeutix Inc."
X Link 2026-01-21T12:05Z 42.5K followers, [----] engagements
"$ABSI Catalyst 1H 2026: ABS-201 (AGA) Phase [--] Safety Tolerability and PK readout. 2H 2026: ABS-201 (AGA) 13-week interim Proof of Concept (PoC) efficacy readout. 2H 2026: ABS-201 (Endometriosis) Phase [--] trial initiation and potential interim PoC. Early 2027: ABS-201 (AGA) full 26-week topline Phase 1/2a results. 2026: Disclose new clinical candidates based on Origin-1 model. https://twitter.com/i/web/status/2014529260988330457 https://twitter.com/i/web/status/2014529260988330457"
X Link 2026-01-23T02:42Z 42.4K followers, [----] engagements
"$PCVX Today Salim comments Continue to believe this stock is vastly underappreciated here. Outperform$53.83PT $163.00 : @Mizuho Senior Biotech Analyst Salim Syed highlights key companies in the news he covers heading into the new year. $BBIO $CYTK $PCVX $BIIB $RCUS Full video: https://t.co/UvRvcJ04vj https://t.co/3Apd9k93bj : @Mizuho Senior Biotech Analyst Salim Syed highlights key companies in the news he covers heading into the new year. $BBIO $CYTK $PCVX $BIIB $RCUS Full video: https://t.co/UvRvcJ04vj https://t.co/3Apd9k93bj"
X Link 2026-01-23T17:02Z 42.4K followers, [----] engagements
"$ALMS Catalyst 1H26: Full tables Phase [--] PsO disclosure (AAD/medical meeting) - the next leg of the debate. 2H26: PsO NDA package build - durability becomes the gating concept. The path is increasingly about proving durable high clearance and commercial staying power not can it hit PASI 3Q26: LUMUS Phase 2b SLE topline - the first true pipeline multiplier. A clean lupus signal would offer pipeline-in-a-pill narrative beyond PsO and expand strategic optionality. 1H26: Phase [--] start for A-005 (CNS-penetrant TYK2) in MS - second-asset value crystallization. Two distinct TYK2 shots on goal"
X Link 2026-01-24T15:28Z 42.5K followers, [----] engagements
"$CGTX Catalyst 1H26: Potential initiation of enrollment in pivotal Phase [--] Alzheimers disease (AD) program for zervimesine (originally designated CT1812). 2026: clarity on clinical path forward for zervimesine in dementia with Lewy bodies (DLB). 1H27: Completion of enrollment in zervimesine pivotal AD clinical program. 2H27: release of top-line data from zervimesine Phase [--] START trial in patients with mild cognitive impairment (MCI) or early AD. https://twitter.com/i/web/status/2015094028170383678 https://twitter.com/i/web/status/2015094028170383678"
X Link 2026-01-24T16:07Z 42.5K followers, [----] engagements
"$APGE $REGN $SNY CONJUNCTIVITIS issues there was a higher rate of total conjunctivitis rate for APG777 vs Pbo (18.3% vs 2.4%) which look numerically higher vs Dupi's pooled monotx data from Ph.2b and SOLO1/2 (7.7% for 300mg QW 9.1% for 300mg Q2W) as well as Lebri monotx (7.4-7.5% in ADvocate 1/2) it's small N and a bit too early to say (N=83 for APGE vs N300-500 for Dupi/Lebri). APGE's conjunctivitis events led to no drug d/c interruptions or adjustments and were transient w/ 29d median time to resolution and only 3.7% of pts had ongoing conjunctivitis at wk16 which mgmt indicated is in-line"
X Link 2026-01-24T17:42Z 42.5K followers, [----] engagements
"$PCVX GUGG PCVX as a Top Pick for [----] ahead of pivotal Phase [--] adult data in 4Q26 and are anticipating Phase [--] pediatric data in 1H27 - potentially confirming prospects for VAX-31 to be the dominant player in a potential $10B+ market in 5-7 years. $PCVX Today Salim comments Continue to believe this stock is vastly underappreciated here. Outperform$53.83PT $163.00 $PCVX Today Salim comments Continue to believe this stock is vastly underappreciated here. Outperform$53.83PT $163.00"
X Link 2026-01-24T18:14Z 42.4K followers, [----] engagements
"$IRON Catalyst Bitopertin Early [----] Potential FDA Approval and Commercial Launch (EPP) Mid [----] Full Promotional Launch Campaign Early [----] APOLLO Confirmatory Trial Topline Data [----] Ex-US Regulatory Submissions DISC-0974 2H26 Updated Phase [--] RALLY-MF anemia data [----] Initiate Phase [--] RALLY-IBD study and report data DISC-3405 2H26 Initial Phase [--] RESTORE-PV Clinical Data 2H26 Initial Phase 1b Clinical Data (Sickle Cell Disease) https://twitter.com/i/web/status/2015150865191985370 https://twitter.com/i/web/status/2015150865191985370"
X Link 2026-01-24T19:53Z 42.5K followers, [----] engagements
"$KURA Catalyst 1H26: Updated KOMET-007 data evaluating ziftomenib in combination with 7+3 in 1L NPM1-m or KMT2A-r AML 1H26: Initiate Phase 1b expansion cohorts of darlifarnib and cabozantinib in advanced RCC 1H26: Preliminary data from darlifarnib and adagrasib in KRASG12C-m solid tumors 2H26: Preliminary KOMET-008 data evaluating ziftomenib in combination with gilteritinib in r/r NPM1-m/FLT3-m AML 2026: Continued enrollment in Phase [--] KOMET-017-IC and -NIC of ziftomenib in 1L AML and Phase 1a combination trial with imatinib in GI stromal tumors"
X Link 2026-01-24T19:54Z 42.4K followers, [----] engagements
"$OLMA Catalyst Late March/Early April 2026: Phase [--] persevERA giredestrant + palbociclib (CDK4/6i) data in 1L ER+/HER2- metastatic breast cancer (mBC) 1H26: Initial Phase [--] OP-3136 (KAT6i) data in solid tumors Fall 2026: Phase [--] OPERA-01 palazestrant (pala) monotherapy data in 2L/3L ER+/HER2- mBC 2H26: Phase [--] SERENA-4 data for camizestrant + palbociclib in 1L ER+/HER2- mBC https://twitter.com/i/web/status/2015152442615222714 https://twitter.com/i/web/status/2015152442615222714"
X Link 2026-01-24T19:59Z 42.5K followers, [----] engagements
"$PEPG Catalyst 1Q 2026: Topline data from the [--] mg/kg Multi-Ascending Dose (MAD) cohort of the FREEDOM2 trial in Myotonic Dystrophy Type [--] (DM1). 1H 2026: Initiation of the [--] mg/kg MAD cohort for FREEDOM2. 2H 2026: Longer-term MAD data including functional outcomes"
X Link 2026-01-24T20:01Z 42.5K followers, [----] engagements
"$VKTX WB Hsieh given the chronic nature of obesity believe patients will likely welcome a monthly dosing regimen. So far we have not seen compelling clinical datasets that are supportive of monthly dosing in the obesity field. In this Phase I maintenance study investors can assess the feasibility of transitioning [----] mg [----] mg [----] mg and [----] mg weekly doses to monthly. To help with contextualization management incorporated several control armsspecifically a [----] mg weekly to weekly (what we view as the positive control; recall this represents the highest dose examined in the Phase III"
X Link 2026-01-25T16:55Z 42.5K followers, [----] engagements
"$VKTX Jefferies BUY PT $101 caught up with MGT on [----] outlook/ corporate strategy. $VKTX is laser focused on clinical execution of two Ph3 trials &maintenance dosing study to readout mid'26. Oral EOP2 meeting updates/ decision on Ph2b/3 to be announced at upcoming 4QEPS. see meaningful/ catalyst rich [----] ahead. https://twitter.com/i/web/status/2015751734065324405 https://twitter.com/i/web/status/2015751734065324405"
X Link 2026-01-26T11:40Z 42.5K followers, 19.2K engagements
"$CRVS $APGE $KYMR Mizuho Expert Series call will take place TODAY on Monday January [--] from 9:00AM-10:00AM ET; $CRVS Mizuho KOL Call A Leading Dermatologist To Discuss Soquelitinib & Updated P1 Data in AtD Following up on recent positive updated P1 data for CRVS' lead asset soquelitinib (a novel oral ITK inhibitor) in atopic dermatitis/AtD in our next Mizuho Biotech Expert series $CRVS Mizuho KOL Call A Leading Dermatologist To Discuss Soquelitinib & Updated P1 Data in AtD Following up on recent positive updated P1 data for CRVS' lead asset soquelitinib (a novel oral ITK inhibitor) in atopic"
X Link 2026-01-26T14:22Z 42.5K followers, [----] engagements
"$PCVX LR reiterating OP rating on PCVX shares and PT of $77see potential for upside well beyond our PT. Despite strong recent stock performance as of yesterdays close of $53.83 PCVX shares are 55% below the all-time stock high of $121.06 on Sept [--] [----]. And PCVXs VAX-31 still has a best-in-class profile relative to competitors in development from $PFE and $GSK $PCVX GUGG PCVX as a Top Pick for [----] ahead of pivotal Phase [--] adult data in 4Q26 and are anticipating Phase [--] pediatric data in 1H27 - potentially confirming prospects for VAX-31 to be the dominant player in a potential $10B+ market"
X Link 2026-01-26T23:51Z 42.4K followers, 12.9K engagements
"$OLMA (OUTPERFORM LIFESCI $45.00 PT): Incorporating Some Value for the Potential with Olema's Oral SERD/CERAN Palazestrant in Adjuvant ER+ Breast Cancer; Moving Our PT to $45/Share"
X Link 2026-01-27T01:15Z 42.5K followers, [----] engagements
"$SLNO all time highs in short interest"
X Link 2026-01-28T00:23Z 42.5K followers, [----] engagements
"$BBIO $ALNY - LR [--] page Medacap survey IMHO as out as bullish as slide as you see for [----] & ATTRUBY -ATTR-CM Prescription Trends: New Patient Starts In Q4 [----] what percentage of your new ATTR-CM starts did you prescribe tafamidis vs. acoramidis vs. vutrisiran In the next [--] months what percentage of your new ATTR-CM starts will you prescribe tafamidis acoramidis or vutrisiran in the 1L setting $BBIO about as Bullish as survey as you will see for ATTRUBY The Cardiology Renaissance: ATTR-CM survey points to a growing market and shifts in prescribing behavior Our survey indicates changing"
X Link 2026-01-28T12:53Z 42.5K followers, [----] engagements
"$SLNO GUGG SLNO: Model Update Following Mgmt Catch-up BUY PT $106 - will point out Analyst here is Debjit Sharp analyst over the years"
X Link 2026-01-29T17:44Z 42.5K followers, [----] engagements
"$SLNO why not a Bolt on deal Was just looking at couple models today seeing revenue of 800-1 billion in couple years & profits of 8-10 bucks share - pretty easy BOLT on deal in my math book $SLNO- one of those names I'd love to see bought out simply b/c so many bears & people that hate the drug (good for $XBI remind shorts the r/r isn't there) $SLNO- one of those names I'd love to see bought out simply b/c so many bears & people that hate the drug (good for $XBI remind shorts the r/r isn't there)"
X Link 2026-01-29T18:28Z 42.5K followers, [----] engagements
"$PCVX [---] BILLION IN CASH raises 1/2 Billion more tonight $PCVX LR reiterating OP rating on PCVX shares and PT of $77see potential for upside well beyond our PT. Despite strong recent stock performance as of yesterdays close of $53.83 PCVX shares are 55% below the all-time stock high of $121.06 on Sept [--] [----]. And PCVXs VAX-31 $PCVX LR reiterating OP rating on PCVX shares and PT of $77see potential for upside well beyond our PT. Despite strong recent stock performance as of yesterdays close of $53.83 PCVX shares are 55% below the all-time stock high of $121.06 on Sept [--] [----]. And PCVXs"
X Link 2026-01-29T21:22Z 42.4K followers, [----] engagements
"$XBI #BIOTECHS investors keeping asking about M&A - imho one of most important slides out there if you own Biotechs - incredible % of Pharma Company Sales and % Of Pharma Company EPS Vulnerable to Patent Expirations 2025-2030 Cowen:" Q4+2026 Preview: Cautiously Optimistic That Biotech's Bull Market Will Continue; Biotech Stocks We Believe Have Potential For A Strong [----] Include: $ACLX $ANNX $APGE $APLS $AVTX $AXSM $BBIO $CBIO $OCUL $PVLA $QURE $RVMD $VRTX $XENE." https://t.co/IQ7lM5KlwY Cowen:" Q4+2026 Preview: Cautiously Optimistic That Biotech's Bull Market Will Continue; Biotech Stocks We"
X Link 2026-01-30T02:19Z 42.4K followers, 19.2K engagements
"@HOThomasWPhelps Yes OX40 is not disease modifying - what will $SNY do next"
X Link 2026-01-30T13:39Z 42.4K followers, [----] engagements
"$RGEN cash of $18.9B in cash and $1.99B in long-term debt. [----] the year they make bigger deals"
X Link 2026-01-30T18:58Z 42.5K followers, [----] engagements
"$BIIB [----] is the year $BIIB needs to decide our we going to be player in MS going forward because they clearly falling out MS revenue in H2:25 to be down 5-8% compared to H1:25 $TGTX Cowen updated $TGTX model in conjunction with TD Cowen Biotech's adjusted our 2026+ rev estimates account for TG's current [----] guidance range of $875-900MM view as conservative &likely to be revised upwards.maintain our $50 DCF-based PT - also seeing [--] BILLION in revenues $TGTX Cowen updated $TGTX model in conjunction with TD Cowen Biotech's adjusted our 2026+ rev estimates account for TG's current 2026"
X Link 2026-01-31T23:55Z 42.5K followers, 10.2K engagements
"$CRVS Jefferies BUY PT $42 new [--] page Deeper Dive into Key Debates on CRVS SQL Ph1 AD Data and ITK MOA-While awaiting more clinical data we see that SQL/ ITK could represent next big I&I drug/ class"
X Link 2026-02-02T01:19Z 42.4K followers, 15.9K engagements
"$PCVX Investors are increasingly paying attention to PCVX's comeback. Adult market is the near- term focus. We don't see major push-back on likely high POS for Ph3 based on strong Ph2 data while it is still under-appreciated that adult PCV market could be multiple of current $1-2B size expecting stock moving higher into the readout given adult market alone still under-appreciated to be a growing $5-6B+ opportunity. https://twitter.com/i/web/status/2018144559239213230 https://twitter.com/i/web/status/2018144559239213230"
X Link 2026-02-02T02:08Z 42.5K followers, [----] engagements
"$CRVS DR Grando was particularly impressed w/ SQL's reported safety calling it "impeccable" believes that an [--] wk Tx period is enough time to see safety signals and a [--] wk Tx is enough time to understand long-term safety sees the reported EASI-75/ [--] data as very impressive on par w/ that reported by JAKi and much higher than that reported by biologics including Dupi $CRVS Jefferies Bottom line. KOL call w/ Dr. Grando added further support to our thesis for the treatment paradigm-changing potential of ITK inhibitors in AD as KOL spotlighted SQL's impressively clean Ph1 safety profile &strong"
X Link 2026-02-02T15:41Z 42.5K followers, [----] engagements
"@Sanctuary_Bio Major sentiment change reversal on $PCVX last couple months"
X Link 2026-02-02T16:30Z 42.4K followers, [----] engagements
"$NKTR BRiley $NKTR Buy; $105.00 PT) AMGN's OX40 targeting roca Ph3 termination positions NKTR's REZPEG as the flagship asset within immune rebalancing atopic dermatitis space. SNY's (NR) amli Kaposi sarcoma case (HHV-8 susceptibility) disclosed on 4Q call (1/29) reinforces REZPEG's clean Ph2b safety differentiation. remain buyers into imminent 52-week maintenance data; AAD'26 late March presentation direct showdown with SNY's COAST [--] full data disclosures. Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60%"
X Link 2026-02-02T23:22Z 42.4K followers, 23.4K engagements
"$PFE Vyndaqel family [----] Billion in sales for quarter $BBIO $ALNY"
X Link 2026-02-03T12:09Z 42.4K followers, [----] engagements
"$AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://investors.amgen.com/news-releases/news-release-details/amgen-reports-fourth-quarter-and-full-year-2025-financial/ https://investors.amgen.com/news-releases/news-release-details/amgen-reports-fourth-quarter-and-full-year-2025-financial/"
X Link 2026-02-03T21:04Z 42.5K followers, [----] engagements
"$PFE Business development: MGT reiterated commitment to bolt-on BD with $7bn of capacity"
X Link 2026-02-04T02:04Z 42.5K followers, 16.1K engagements
"$AMGN Baird lack of meaningful follow-through on the originally expected 4Q25 data readouts for MariTide is somewhat discouraging although management expressed confidence.🤷♂🤷♂ $AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://t.co/NiQtdl76lS $AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://t.co/NiQtdl76lS"
X Link 2026-02-04T02:32Z 42.5K followers, [----] engagements
"$VKTX sounds phase [--] ready and we find out details of trials next week $VKTX For me its interesting that this year the wording from Viking has changed from Concurrently the company is evaluating an oral formulation of VK2735 in a Phase [--] trial to now saying Concurrently the company is evaluating an oral formulation of VK2735 in obesity $VKTX For me its interesting that this year the wording from Viking has changed from Concurrently the company is evaluating an oral formulation of VK2735 in a Phase [--] trial to now saying Concurrently the company is evaluating an oral formulation of VK2735 in"
X Link 2026-02-04T21:43Z 42.4K followers, 14K engagements
"$BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility caution against reading too much into it. Admittedly trying to extrapolate the strategy behind the move is challenging but it's easily overlookedthink that Pfizer was recently awarded two new polymorph patents whose claims-which may be robust-have yet to be litigated. At the same time the withdrawal was not a ruling made by the court i.e. no legal precedentwas established and thus unable to influence other courts including in the US. $BBIO Stock down 15% on tafamidis IP news. What's the market pricing"
X Link 2026-02-06T11:48Z 42.5K followers, 11.8K engagements
"$BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision) $BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility caution against reading too much into it. Admittedly trying to extrapolate the strategy behind the move is challenging but it's easily overlookedthink that Pfizer was recently $BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility"
X Link 2026-02-06T11:58Z 42.5K followers, 16.7K engagements
"$BIIB headline today Most of the legacy franchises underperformingCost-cutting measures outshine declining core business $BIIB [----] is the year $BIIB needs to decide our we going to be player in MS going forward because they clearly falling out MS revenue in H2:25 to be down 5-8% compared to H1:25 $BIIB [----] is the year $BIIB needs to decide our we going to be player in MS going forward because they clearly falling out MS revenue in H2:25 to be down 5-8% compared to H1:25"
X Link 2026-02-06T12:26Z 42.5K followers, [----] engagements
"$BBIO - Josh Schimmer on Biobeats $BBIO Defense - yes but nice to hear - still his top pic for year $BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision) $BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision)"
X Link 2026-02-06T20:12Z 42.4K followers, [----] engagements
"$IMVT $50.00 PT LIFESCI Quarterly Earnings: Company Remains Focused on Execution Across Multiple Late-Stage Programs; TED Data Expected in H1 [----] with RA and CLE Data in H2 [----] @Biohazard3737 @given2tweet $imvt is next @Biohazard3737 @given2tweet $imvt is next"
X Link 2026-02-07T14:37Z 42.5K followers, 10.3K engagements
"$CRVS $NKTR $ABVX $PTGX - cantor nice pic on Immunology Product Performance Across 4Q25. Which begs the questions what the valuations of NEW MOAs hopefully coming to market Yes competition but LARGE markets Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of cash left $APGE $CRVS $KYMR 18-20 quarters cash left $NKTR [--] quarters https://t.co/ep7G7cDAjq Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn"
X Link 2026-02-07T14:47Z 42.5K followers, 17.2K engagements
"$MRK flexing some muscle last week Catalysts: Winrevair Phase [--] CADENCE data in patients with Cpc-PH due to HFpEF (Mar. [--] at ACC 2026); (2) Islatravir + Lenacapavir (QW HIV antiretroviral) Phase [--] topline data (2Q 2026); (3) efinopegdutide (GLP-1/ glucagon receptor dual agonist) Phase 2b data in pre-cirrhotic MASH (1H 2026); (4) Tulisokibart Phase [--] data in UC (2H 2026); (5) Restoret Phase [--] data in DME (2H 2025); and (6) Ohtuvayre Phase [--] data in NCFB (4Q 2026). https://twitter.com/i/web/status/2020149425541177455 https://twitter.com/i/web/status/2020149425541177455"
X Link 2026-02-07T14:55Z 42.4K followers, [----] engagements
"$AMGN Dazodalibep Phase [--] Sjogren's Syndrome (both systemic and symptomatic) topline data (2H 2026); (2) Tezspire Phase [--] EoE topline data (2H 2026); (3) AMG [---] Phase [--] Asthma topline data (1H 2026); and (4) additional MariTide Phase [--] data which we believe we may see at the American Diabetes Association Annual Meeting (June 5-8 [----] https://twitter.com/i/web/status/2020157294844027074 https://twitter.com/i/web/status/2020157294844027074"
X Link 2026-02-07T15:26Z 42.5K followers, [----] engagements
"$BMY good week [----] guidance: BMY issued first-time [----] revenue guidance of $46.0bn-$47.5bn. But many analysts still dont believe $BMY can sustain growth past [----] [--] billion LOE $MRK flexing some muscle last week Catalysts: Winrevair Phase [--] CADENCE data in patients with Cpc-PH due to HFpEF (Mar. [--] at ACC 2026); (2) Islatravir + Lenacapavir (QW HIV antiretroviral) Phase [--] topline data (2Q 2026); (3) efinopegdutide (GLP-1/ glucagon receptor dual agonist) $MRK flexing some muscle last week Catalysts: Winrevair Phase [--] CADENCE data in patients with Cpc-PH due to HFpEF (Mar. [--] at ACC 2026);"
X Link 2026-02-07T15:48Z 42.4K followers, [----] engagements
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