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# ![@semodough Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3426014292.png) @semodough dough

Several biotech companies have recently made significant announcements, including Roivant Sciences ($ROIV) with positive Phase X study results for brepocitinib in dermatomyositis. Argenx ($ARGX) also reported strong sales of its Vyvgart treatment, with a $X billion run rate. Additionally, Soleno Therapeutics ($SLNO) saw its shares trade up after a failed trial from a competitor, Acadia Pharmaceuticals ($ACAD).

### Engagements: XXXXXX [#](/creator/twitter::3426014292/interactions)
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- X Months XXXXXXXXXX +62%
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### Mentions: XX [#](/creator/twitter::3426014292/posts_active)
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- X Months XXXXX +54%
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### Followers: XXXXXX [#](/creator/twitter::3426014292/followers)
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- X Week XXXXXX +0.16%
- X Month XXXXXX +0.54%
- X Months XXXXXX +5.20%
- X Year XXXXXX +8.80%

### CreatorRank: XXXXXXX [#](/creator/twitter::3426014292/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3426014292/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXX% [cryptocurrencies](/list/cryptocurrencies)  #5444 [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX% [events](/list/events)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$prax](/topic/$prax) #11, [$xbi](/topic/$xbi) #13, [$bbio](/topic/$bbio) #1, [$apls](/topic/$apls) #1, [$ptgx](/topic/$ptgx) #2, [$dis](/topic/$dis) #4, [strong](/topic/strong) 2.13%, [$idya](/topic/$idya) #5, [events](/topic/events) 1.7%, [$crvs](/topic/$crvs) #2

**Top accounts mentioned or mentioned by**
[@financebully](/creator/undefined) [@jfais20](/creator/undefined) [@citi](/creator/undefined) [@biohazard3737](/creator/undefined) [@omillionaires](/creator/undefined) [@jefferies](/creator/undefined) [@jayikyle](/creator/undefined) [@given2tweet](/creator/undefined) [@vulpescap](/creator/undefined) [@bioinvestor24](/creator/undefined) [@jeromeleonard5](/creator/undefined) [@rnaianalyst](/creator/undefined) [@amaymd](/creator/undefined) [@nejmevidence](/creator/undefined) [@cloisterres](/creator/undefined) [@biostocks](/creator/undefined) [@jp](/creator/undefined) [@630pm](/creator/undefined) [@610pm](/creator/undefined) [@piper](/creator/undefined)

**Top assets mentioned**
[Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Bitcoin Incognito (XBI)](/topic/$xbi) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [DisChain (DIS)](/topic/$dis) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Eli Lilly and Company (LLY)](/topic/$lly) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [GSK plc (GSK)](/topic/$gsk) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Novartis AG (NVS)](/topic/$nvs) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [AstraZeneca PLC (AZN)](/topic/$azn) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Pfizer, Inc. (PFE)](/topic/$pfe) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Viking Holdings Ltd (VIK)](/topic/$vik) [ADC Therapeutics SA (ADCT)](/topic/$adct) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Celldex Therapeutics, Inc (CLDX)](/topic/$cldx) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Dawn Protocol (DAWN)](/topic/$dawn)
### Top Social Posts
Top posts by engagements in the last XX hours

"$IDYA $GSK - not good at this at all - so many mistakes - LIFESCI points out Bottom line and our view: ultimately WRN and POLQ were not in investors' nor in most of our peers' valuation models for IDYA while we had incremental value attributed. We'd also remind investors that GSK had previously walked away in summer of 2022 from MAT2A inhibitor IDE397 which has since demonstrated monotherapy efficacy and potential synergy with GILD's Trodelvy in bladder cancer"  
[X Link](https://x.com/semodough/status/1997343367668150780)  2025-12-06T16:32Z 41.9K followers, 11.4K engagements


"Cantor Hosting ASH Company & KOL Events $KURA $CRVS Myeloma mCARL AML and SCD (12/7-12/8 @ Orlando)"  
[X Link](https://x.com/semodough/status/1995948882547929185)  2025-12-02T20:11Z 41.9K followers, 8151 engagements


"@jfais20 $APLS 2nd drug under appreciated into 2026 imho"  
[X Link](https://x.com/semodough/status/1996982715443192225)  2025-12-05T16:39Z 41.9K followers, XXX engagements


"$GPCR Structure Therapeutics to Report Data from ACCESS Clinical Program of Oral Small Molecule GLP-1 Receptor Agonist Aleniglipron on December X 2025 Structure Therapeutics"  
[X Link](https://x.com/semodough/status/1997809956586729724)  2025-12-07T23:26Z 41.9K followers, 11.6K engagements


"$VKTX always nice to read Andy Heish comments -commend $VKTX for developing asset at a torrid pace&moving into Phase III trials roughly three years after starting Phase I trial. Furthermorebelieve rapid pace of enrollment is a reflection of enthusiasm for VK2735. While Viking is advancing VK2735 directly to a Phase III program given the unprecedented market opportunity in obesity we believe that the value of VK2735 will ultimately be maximized in the hands of a big pharma which could best navigate the rebate/discount-driven reimbursement landscape. However with the success of LillyDirect we"  
[X Link](https://x.com/semodough/status/1992635072214614495)  2025-11-23T16:43Z 41.9K followers, 28.3K engagements


"$APLS @citi launch of Empaveli in C3G and IC-MPGN continues to progress (5% market share after X months) supported/reinforced by recent 52-week data from the Ph3 VALIANT study presented at ASN and published recently in the NEJM"  
[X Link](https://x.com/semodough/status/1996528699727098039)  2025-12-04T10:35Z 41.9K followers, 7258 engagements


"$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 prescribing preferences among ATTR-CM (transthyretin amyloid cardiomyopathy) cardiologists with the market growing steadily amidst a competitive landscape"  
[X Link](https://x.com/semodough/status/1996634890033410435)  2025-12-04T17:37Z 41.9K followers, 15K engagements


"$KURA Cantor dinner at ASH thought Kura mgt made a strong case for the totality of Komzifti as best-in-class molecule on four metrics and why the pie for the menin class will evolve to be like multiple myeloma over time with a potential TAM of $5-10B. $350-500M TAM guidance is reasonable for monotherapy in R/R AML but there are a number of levers for upside in combo use"  
[X Link](https://x.com/semodough/status/1998358446278692900)  2025-12-09T11:45Z 41.9K followers, 4538 engagements


"$PTGX $TAK Duration & ORAL - $PTGX another big win"  
[X Link](https://x.com/semodough/status/1997333536529957161)  2025-12-06T15:53Z 41.9K followers, 22.6K engagements


"$APLS results from Phase III VALIANT study of Apellis's Empaveli in C3G and IC-MPGN were published in the New England journal of Medicine. While most of the data has previously been presented at scientific congresses we believe the publication in a prestigious journal provides additional validation of the results and should help raise awareness of the impressive data"  
[X Link](https://x.com/semodough/status/1997417777863512252)  2025-12-06T21:28Z 41.9K followers, 3114 engagements


"$OCUL Ocular Therapeutix Announces Plans to Accelerate NDA Submission Timeline for AXPAXLI in Wet AMD Ocular Therapeutix Inc"  
[X Link](https://x.com/semodough/status/1998000761599365327)  2025-12-08T12:04Z 41.9K followers, 6721 engagements


"$DIS #Zootopia2 crosses X BILLION this weekend & AVATAR: FIRE AND ASH is setting up to be next Billion dollar film Christmas weekend Chinas box office with a whopping opening weekend of $90M-$100M"  
[X Link](https://x.com/semodough/status/1998366396741197854)  2025-12-09T12:17Z 41.9K followers, 4892 engagements


"GUGG $ADCT - BUY - Positive LOTIS-7 interim update for Zynlonta + Columvi in r/r DLBCL at EHA; Trial Expanded; $100M PIPE extends runway into 2028; PT to $10"  
[X Link](https://x.com/semodough/status/1933910370483106051)  2025-06-14T15:32Z 41.9K followers, 2916 engagements


"$ARWR $SRPT Arrowhead Pharmaceuticals Redeems Approximately $XX Million of Arrowhead Stock and Will Receive Approximately $XX Million in Cash in Satisfaction of Milestone from Sarepta Therapeutics - Arrowhead Pharmaceuticals Inc"  
[X Link](https://x.com/semodough/status/1955724850670227883)  2025-08-13T20:15Z 41.9K followers, 10.4K engagements


"Cowen - each month they have Potential Acquisition Candidates in #Biotech dont believe it changes much month to month but interesting to look thru $AXSM $DAWN $CLDX $CELC $MDGL $OCUL $MLTX $RARE $TGTX $XBI"  
[X Link](https://x.com/semodough/status/1964699093986578459)  2025-09-07T14:35Z 41.9K followers, 45.3K engagements


"$PEPG - I see why no hypomagnesemia was so important now"  
[X Link](https://x.com/semodough/status/1970968913354854783)  2025-09-24T21:49Z 41.9K followers, 9709 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 X program and launch of its first approved product from March 2020 until its acquisition by Merck & Co. Inc. for approximately $XX billion in October 2025"  
[X Link](https://x.com/semodough/status/1977711054655295992)  2025-10-13T12:20Z 41.9K followers, 29.5K engagements


"$TSHA Baird anticipate some investors may be marginally disappointed that Astellas isn't acquiring Taysha we're overall encouraged by this update as regainment of rights allows Taysha to pursue additional deals unencumbered (and streamlines the TSHA-102 modeling). Unsurprised by Astellas decision given their cash balance. note Taysha's $1.46B market cap and Astellas' $1.43B cash-on-hand as of June XX 2025. Given this situation Astellas (ALPMY not covered) may have been unwilling to take on debt to exclusively license TSHA-102 (i.e. fully acquire hence believe the likelihood of the two parties"  
[X Link](https://x.com/semodough/status/1978947681113297285)  2025-10-16T22:14Z 41.9K followers, 6048 engagements


"$SMMT Ivonescimab with Chemotherapy Reduced the Risk of Disease Progression or Death by XX% Compared to Tislelizumab (PD-1 Inhibitor) Plus Chemotherapy in 1L Treatment of Patients with Squamous NSCLC in the HARMONi-6 Study Conducted by Akeso in China'"  
[X Link](https://x.com/semodough/status/1979922324968137040)  2025-10-19T14:47Z 41.9K followers, 24.4K engagements


"LIFESCI $IDYA (OUTPERFORM$58.00 PT): Triple Meeting Quick Take: Competitor $ZLAB's ZL-1310 Update Suggests IDE849 Could Be More Efficacious & Durable With Higher Topo Doses (Awaiting Safety Broken Out By Dose)"  
[X Link](https://x.com/semodough/status/1981744756603461978)  2025-10-24T15:29Z 41.9K followers, 13.1K engagements


"LIFESCI $IDYA (see Competitor $ZLAB's ZL-1310 Quick Take): ZL-1310 data suggests IDE849 has best-in-class efficacy; IDYA's safety could also be competitive but we need to see this data broken out by dose especially among IDE849's expansion doses"  
[X Link](https://x.com/semodough/status/1982572238722511233)  2025-10-26T22:17Z 41.9K followers, 3643 engagements


"$ABVX intriguing comment from Wolfe who initiated last week $PT XXX $ABVX Wolfe performed indirect analyses &predict that odds of success in Crohn's disease (CD) may be higher than that of ulcerative colitis (UC)"  
[X Link](https://x.com/semodough/status/1987897827637272778)  2025-11-10T14:59Z 41.9K followers, 8989 engagements


"$BBIO #Infigratinib next key data catalyst early 2026"  
[X Link](https://x.com/semodough/status/1988315828690055321)  2025-11-11T18:40Z 41.9K followers, 4838 engagements


"$NMRA next near-term catalysts (i.e. P1b data for NMRA-511 in Alzheimer's disease-related agitation/ADA in 4Q25 and two P3 read-outs for navacaprant in depression in 1H26) represent high-risk/high-reward events"  
[X Link](https://x.com/semodough/status/1988811293193798113)  2025-11-13T03:28Z 41.9K followers, 3243 engagements


"GS $XBI #Biotechs M&A Theme Potpourri $MRK On their call this week following last weeks $9.2bn $CDTX) acquisition announcementsaid they retain significant BD capacity (which GS previously sized at an industry-high $60bn second only to $JNJ) as they continue to assess opportunities across multiple therapeutic areas with the ability to go larger than their bracketed $1-15bn range if desired. expect MRK to remain active in BD"  
[X Link](https://x.com/semodough/status/1992272964847386674)  2025-11-22T16:44Z 41.9K followers, 5960 engagements


"$NVS GS meet MGT event highlighted path to MSD long term growth but further proof points required for market to process any potential upgrades. updated 2025-30 revenue CAGR guidance of 5-6% (GSe 4-5% excl. $RNA acquisition suggests upside risk to consensus sales estimates of c.8% to 2030 (c.6% excl. Avidity). However with stock closing down c.2% this suggests investors require more proof points on companys ability to grow through the impact of patent expirations at the end of the decade and into the 2030s"  
[X Link](https://x.com/semodough/status/1992274190435594462)  2025-11-22T16:49Z 41.9K followers, 2777 engagements


"$BBIO Jeff Upside Scenario $XXX +113% out with XX page today-deep dive after MGT Dinner: Focused on Attruby's Launch& X Pot'l Approvals in 2026-27 Attruby (oral BID stabilizer) could become a first-line $4B+ pill in ATTR-CM heart disorder (a pot'l $20B TAM) though sales could be larger if real-world efficacy proves differentiated over PFE's tafamidis"  
[X Link](https://x.com/semodough/status/1992775351148200248)  2025-11-24T02:00Z 41.9K followers, 19.2K engagements


"$BBIO 4Billion+ATTRUBY &could have X new rare disease products on market in 2027 including BBP-418 (oral substrate) in LGMD2I/R9 encaleret (oral CasR) in ADH1 and infigratinib in achondroplasia.MGT believes TAM For all three products easily exceeds $1B+ apiece. Accordingly BBIO could have potential to become an exciting topline revenue growth story over 2027beyond. In terms of BBIO's long-term visionmgt noted an aspiration to build next-gen biopharma company (akin to REGN or DNA Genentech)"  
[X Link](https://x.com/semodough/status/1992776403029274998)  2025-11-24T02:04Z 41.9K followers, 7519 engagements


"$RNA did XXX million offering while negotiating a buyout $XBI Biotechs 👍👍👊👊"  
[X Link](https://x.com/semodough/status/1993087297638510658)  2025-11-24T22:40Z 41.9K followers, 12.5K engagements


"$AZN is one of BofA "25 stocks for 2026"& is on our Europe X list of top ideas. Pipeline FY26 guide & valuation Mid-term guide implies high single digit sales CAGR & supports rerating to c19x 27E P/E. Next 12m for pipe unlock Three key PIIIs in assets with c$20bn peak sales in datopotamab AVANZAR camizestrant SERENA-4 and eplontersen"  
[X Link](https://x.com/semodough/status/1993270170354131133)  2025-11-25T10:46Z 41.9K followers, 6924 engagements


"$LQDA short interest down 8%"  
[X Link](https://x.com/semodough/status/1993500279443197995)  2025-11-26T02:01Z 41.9K followers, 7469 engagements


"$XBI $PRAX $XENE $OVID 2025 American Epilepsy Society (AES) annual meeting will be held December 5-9 in Atlanta. This years iteration of the AES conference will feature the latest innovations in epilepsy research with implications for scientists clinicians investors and other healthcare professionals interested in all aspects of epilepsy"  
[X Link](https://x.com/semodough/status/1994378252660396069)  2025-11-28T12:10Z 41.9K followers, 23.7K engagements


"WB $BHVN Evidence of Biohavens opakalim Kv7 activity from single-patient compassionate use. will present a poster on a single-patient case study of a child with intractable epilepsy due to Kv7 gene mutation (KCNQ2 developmental and epileptic encephalopathy KCNQ2-DEE) who was successfully transitioned from ezogabine (and other antiepileptics) to opakalim following several unsuccessful attempts in the past to taper ezogabine. Although only a single patient given the childs genotype intractable nature of the childs epilepsy and history of ezogabine treatment the data point provides evidence of"  
[X Link](https://x.com/semodough/status/1994379604031668397)  2025-11-28T12:15Z 41.9K followers, 10.5K engagements


"$CAMP Details on Camp4s CMP-002 antisense oligonucleotide targeting a SYNGAP1 regulatory RNA for SYNGAP1-related disorders. Camp4 will present a poster on its recently prioritized lead asset CMP-002 (formerly CMP-SYNGAP-01)"  
[X Link](https://x.com/semodough/status/1994380040708952442)  2025-11-28T12:17Z 41.9K followers, 4346 engagements


"$TERN Mizuho bottom line/on data seen believe '701 represents a potential best-in-class CML agent one that could even challenge Scemblix on both efficacy&& safety/tolerability. now await updated data for '701 at ASH focus will be not only updated MMR data but also the co's latest thinking on next clinical trials (and notably whether it plans to pursue the 1L opp'y which represents a major source of model upside). As for the stock the move higher has been swift; that said as we detail within and as our bull case calls for seeing the potential of perhaps XX% more upside"  
[X Link](https://x.com/semodough/status/1994432534940156194)  2025-11-28T15:45Z 41.9K followers, 4338 engagements


"$DIS #ZOOTOPIA2 is estimated to pass $520M+ in the films global opening weekend Biggest global opening for an animated film ever"  
[X Link](https://x.com/semodough/status/1994501041065529706)  2025-11-28T20:17Z 41.9K followers, 5961 engagements


"Cantor $BIIB - a new 12-month high: To the surprise of many BIIB shares have been breaking out. This week's strength (+8%) was supported by (1) the failure of Novo's semaglutide in Alzheimer's disease lifting a competitive overhang and (2) an sBLA submission for subQ Leqembi as a starting dose in early Alzheimer's"  
[X Link](https://x.com/semodough/status/1994825745932132785)  2025-11-29T17:48Z 41.9K followers, 3777 engagements


"$IRON #ASH25 Preview Anemia/ MF Ph2 Interim Spotlighted to Support Ph3 DISC-0974s Ph2 poster at ASH25 will have interim data in N=40-50 nTD/ TD-low/ TD-high MF/ anemia pts with/ without JAKi including momelotinib with 3mo+ follow-up"  
[X Link](https://x.com/semodough/status/1994830723682087044)  2025-11-29T18:08Z 41.9K followers, 3900 engagements


"$DIS huge win for Disney #Zootopia2 crossed the 550M mark & beats BIGGEST GLOBAL OPENING of ALL TIME for animations & #4 BIGGEST overall at Global #BoxOffice after JAW DROPPING 400M 5-day opening overseas over XX markets being $271.8M from China alone Allied to its 156M 5-day cume in the US the #Zootopia sequel scores an Animation RECORD 556M Global Opening"  
[X Link](https://x.com/semodough/status/1995172731436843177)  2025-11-30T16:47Z 41.9K followers, 14.7K engagements


"$DIS remains to undervalued at these levels going into 2026 & few tailwinds over 2025 - recent MS $XXX price target offers XX% potential upside and assumes the P/E expands from 15.5x today to 18x by FYE26 driven by accelerating growth at both streaming and parks. have a $XXX bull case which assumes adj. EPS grows at a high-teens CAGR through FY27 and shares re-rate to 21x fwd P/E. We note that in the past two fiscal years adj. EPS outperformed the initial guidance by X% and 10%"  
[X Link](https://x.com/semodough/status/1995503024458903814)  2025-12-01T14:39Z 41.9K followers, 4574 engagements


"Truist @JP conference Biotech INVITE: Praxis $PRAX) Group Dinner With Mgmnt San Francisco Monday 1/12@6:30PM - Joon Lee Biotech INVITE: Solid Bio $SLDB) Group Breakfast With Mgmnt San Francisco Wed 1/14 7:30AM PT - Joon Lee Biotech INVITE: Wave $WVE) Group Dinner With Mgmnt San Francisco Tuesday 1/13@6:10PM - Joon Lee"  
[X Link](https://x.com/semodough/status/1995839018781560937)  2025-12-02T12:54Z 41.9K followers, 3718 engagements


"$AZN Baxdrostat New Drug Application accepted under FDA Priority Review in the US for patients with hard-to-control hypertension $MLYS"  
[X Link](https://x.com/semodough/status/1995861646401528028)  2025-12-02T14:24Z 41.9K followers, 7047 engagements


"$BBIO Jefferies analyst Andrew Tsai figures the ATTR-CM market is expanding on a trajectory that would enable more than $XX billion in future annual U.S. sales. $BBiO targeting 1/3+ market share"  
[X Link](https://x.com/semodough/status/1995954437412847788)  2025-12-02T20:33Z 41.9K followers, 6182 engagements


"$HROW - Impressive talk at piper today especially first X min on MELT program & then last minute- when asked about future deals & responding in saying they have hands full with MELT program which could provide them with very large marketcap company - $HROW definitely longterm interesting story developing"  
[X Link](https://x.com/semodough/status/1996408738492682571)  2025-12-04T02:38Z 41.9K followers, 13.1K engagements


"$BBIO prevalence of ACH is approximately X in 20000 with BBIO estimating a 7-10K addressable pt population with open growth plates in the U.S.+EU. RJ Deep dive out 1-3 Billion dollar opportunity for $BBIO on upcoming data"  
[X Link](https://x.com/semodough/status/1996672862053154972)  2025-12-04T20:08Z 41.9K followers, 7500 engagements


"@sharkbiotech When is $VIR next data"  
[X Link](https://x.com/semodough/status/1996678071475151048)  2025-12-04T20:28Z 41.9K followers, 1430 engagements


"$PRAX (OUTPERFORM LIFESCI $XXXXXX PT): Two De-risking Milestones Achieved: Positive Ulixacaltamide Pre-NDA Meeting Positive EMBOLD Interim of Relutrigine for SCN2A and SCN8A DEEs Trigger Early Stop for Efficacy"  
[X Link](https://x.com/semodough/status/1996914139575484608)  2025-12-05T12:06Z 41.9K followers, 12.4K engagements


"$PRAX HCW The success of EMBOLD also significantly derisks and accelerates the development of relutrigine in broader DEEs. increased the POS for relutrigine to XX% from XX% and raised the projected peak sales to $2.8B from $760M taking our PT to $XXX up from $258"  
[X Link](https://x.com/semodough/status/1996919839886397687)  2025-12-05T12:29Z 41.9K followers, 10.3K engagements


"$LLY is recruiting in a Ph3 study (NCT07223593) for Efficacy and Safety of Orforglipron in Participants With Peripheral Artery Disease"  
[X Link](https://x.com/semodough/status/1996922858786967842)  2025-12-05T12:41Z 41.9K followers, 3139 engagements


"$IOVA I see Truist refreshed its model IOVA - Model Refresh - Updated estimates ahead of Second Full Year of Amtagvi Sales - XXX million in total operating expenses😳 & and I dont see any profits in Truist model til 2034 X years😳😳 - how many dilutions will $IOVA do in that time - yes short interest is high as you see"  
[X Link](https://x.com/semodough/status/1996938273583706455)  2025-12-05T13:42Z 41.9K followers, 6333 engagements


"$APLS sentiment change occurred for $APLS after Citi & evercore talks"  
[X Link](https://x.com/semodough/status/1996955517353082899)  2025-12-05T14:51Z 41.9K followers, 10.9K engagements


"$PRAX $XBI #Biotechs few funds smiling today"  
[X Link](https://x.com/semodough/status/1996959034490904738)  2025-12-05T15:05Z 41.9K followers, 8618 engagements


"Thanks @jfais20 for posting anecdote on $APLS"  
[X Link](https://x.com/semodough/status/1996980405401014371)  2025-12-05T16:30Z 41.9K followers, 2910 engagements


"$ACLX Arcellx Announces New Positive Data for Its iMMagine-1 Study in Patients with Relapsed and/or Refractory Multiple Myeloma - Arcellx"  
[X Link](https://x.com/semodough/status/1997411259659034726)  2025-12-06T21:02Z 41.9K followers, 7308 engagements


"$PTGX #Rusfertide Practice Changing -Ph3 VERIFY study data that were presented in July by Dr. Andrew Kuykendall from the Moffitt Cancer Center who highlighted two key takeaways - 1) PV patients have a large symptom burden that remains a constant throughout their lives that often results in increased morbidity and mortality associated with thrombotic events and symptoms; 2) Rusfertide data are practice changing and should be part of standard of care for patients in the near term. Protagonist expects a BLA for rusfertide to be submitted in 4Q2025 that we believe should support 2026 regulatory"  
[X Link](https://x.com/semodough/status/1997449845976531233)  2025-12-06T23:35Z 41.9K followers, 6295 engagements


"$OCUL JMP BUY PT $XX new regulatory strategy could get Axpaxli approved at least a year earlier than previously anticipated&make it first long- acting TKI available to wet AMD patients.This is a bold move with limited downside in our view as $OCUL could simply resubmit a more traditional NDA following the SOL- R readout. Were speaking with MGT Monday &look forward to hearing more details on this plan"  
[X Link](https://x.com/semodough/status/1997681510476902481)  2025-12-07T14:56Z 41.9K followers, 7886 engagements


"$PRAX JEFF PRAX shares full open-label Phase II RADIANT data for vormatrigine (oral NaV modulator). In focal epilepsy encouraged to see 30mg achieving an absolute -XX% seizure reduction by Week X (N=62) which is fairly unchanged from the prior cut of -XX% (N=37). XX% seizure freedom is relatively stable (vs XX% previously). In H1:26 stock should move up +20-40% if absolute efficacy is replicated in pivotal 12-week POWER1 study with 20-30mg QD (N=250)"  
[X Link](https://x.com/semodough/status/1997682648089534649)  2025-12-07T15:00Z 41.9K followers, 3195 engagements


"$DIS ZOOTOPIA X has just crossed the $800M mark at the global box office"  
[X Link](https://x.com/semodough/status/1997688074206380108)  2025-12-07T15:22Z 41.9K followers, 9398 engagements


"$DYN to Host Investor Conference Call and Webcast to Review Topline Results from Registrational Expansion Cohort (REC) of DELIVER Clinical Trial of Z-Rostudirsen (DYNE-251) in Duchenne Muscular Dystrophy; Tomorrow December X at 8:00 a.m. ET"  
[X Link](https://x.com/semodough/status/1997704477080465408)  2025-12-07T16:27Z 41.9K followers, 5408 engagements


"$ARGX reported 3Q25 Vyvgart revenues of $1.13bn citing strong growth for both gMG and CIDP franchises $IMVT #Biotechs"  
[X Link](https://x.com/semodough/status/1983933560173035632)  2025-10-30T16:26Z 41.9K followers, 6266 engagements


"$ALNY IQVIA Weekly sales were $53.7M for Nov 1-7 vs $48.8M (Oct 2531"  
[X Link](https://x.com/semodough/status/1990567313452699777)  2025-11-17T23:46Z 41.9K followers, 3654 engagements


"MS $PFE $BBIO $ALNY KOL discussion with a physician-scientist specializing in cardiovascular genetics who runs genetics clinic in a cardiovascular center at a major healthcare system on West Coast KOL sees stabilizers maintaining largest portion of first line treatment with ease of prescribing and access main determinants of future mix. KOL highlighted that at present she sees tafamidis capturing XX% of use with Attruby (20%) and Amvuttra (10%) capturing the remainder of the market though Attruby is taking an increasing share of the market from tafamidis. Specifically she has a positive view"  
[X Link](https://x.com/semodough/status/1995854275159695468)  2025-12-02T13:55Z 41.9K followers, 3952 engagements


"$GUTS catalysts & thank you @Vulpescap for $GUTS a summary"  
[X Link](https://x.com/semodough/status/1996637990870016122)  2025-12-04T17:49Z 41.9K followers, 10.1K engagements


"$PTGX $TAK Present Longer-Term Data at ASH 2025 Showing Rusfertide Delivers Durable Response and Hematocrit Control in Polycythemia Vera 52-Week Results from the Phase X VERIFY Study of Rusfertide Demonstrated Sustained Hematocrit Control and Response"  
[X Link](https://x.com/semodough/status/1997333280270450994)  2025-12-06T15:52Z 41.9K followers, 9938 engagements


"$ACLX #ASH25 Anito-cel demonstrated XX% ORR and XX% CR/sCR at a median follow-up of XXXX months; responses continue to deepen over time -- -- Overall MRD negativity was XX% and sustained MRD negativity for X months was XX% both at 10-5 sensitivity level -- -- 12-month PFS and OS rates were XXXX% and 94.0%; 18-month PFS and OS rates were XXXX% and 88.0%; 24-month PFS and OS rates were XXXX% and XXXX% -"  
[X Link](https://x.com/semodough/status/1997411417339617536)  2025-12-06T21:02Z 41.9K followers, 9582 engagements


"$PTGX #ASH25 XX% of patients continued from part 1a to 1b (32-52wks) and baseline characteristics were similar across both part 1a/1b Strong durability of response was shown regardless of dose titration with XX% of patients originally on rusfertide continuing to show response and XX% of patients who switched to rusfertide seeing response"  
[X Link](https://x.com/semodough/status/1997448679301513229)  2025-12-06T23:30Z 41.9K followers, 6352 engagements


"$COGT #ASH25 Bezu showed improvement across all XX symptoms"  
[X Link](https://x.com/semodough/status/1997683252027674804)  2025-12-07T15:02Z 41.9K followers, 10.3K engagements


"$XBI #biotechs besides all the #ASH25 data we have $KYMR $DYN $WVE all tomorrow am - what else"  
[X Link](https://x.com/semodough/status/1997800944747286641)  2025-12-07T22:50Z 41.9K followers, 21K engagements


"$PRAX Baird PT $XXX Incrementally positive on AES presentations. We think Praxis comes out of the American Epilepsy Society with presentations from two separate next-generation sodium channel modulators looking poised to come to market over the next few year"  
[X Link](https://x.com/semodough/status/1997996055959359819)  2025-12-08T11:45Z 41.9K followers, 2926 engagements


"$PRAX Truist Planned relu NDA submission possibly as early as 1Q26 places relu significantly ahead of bexicaserin in DEE. Also commentaries by PRAX mgmnt on ET at AES during group dinner was incrementally positive. We increase our PoS/penetration for FOS DEE and ET driving our PT to $XXX (from $360) - Joon Lee"  
[X Link](https://x.com/semodough/status/1998005061549461898)  2025-12-08T12:21Z 41.9K followers, 2651 engagements


"$KYMR - X Billion marketcap now and no placebo in trial"  
[X Link](https://x.com/semodough/status/1998041451729768678)  2025-12-08T14:46Z 41.9K followers, 8348 engagements


"$KURA #ASH25 XX% (32/37) CRc and XX% (27/37) CR in newly diagnosed NPM1-m AML with XX% (17/25) of CRc responders achieving molecular MRD negativity by central NGS Median duration of complete response and overall survival not yet reached in newly diagnosed NPM1-m patients as of data cutoff  XX% (31/48) ORR in R/R NPM1-m AML XX% (19/23) ORR in venetoclax-nave  XX% (13/32) ORR in R/R KMT2A-r AML XX% (7/10) ORR in venetoclax-nave"  
[X Link](https://x.com/semodough/status/1998104716065030411)  2025-12-08T18:57Z 41.9K followers, 4223 engagements


"If $KYMR XX billion then $NKTR $CRVS to cheap for both having new MOAs and considering at least 1/3 fail dupi"  
[X Link](https://x.com/semodough/status/1998152388520100263)  2025-12-08T22:07Z 41.9K followers, 11.3K engagements


"$IRON RJ DISC-0974 demonstrated robust activity in nTD and TD Low cohorts. In our RALLY-MF preview cited a bar to beat (major responses) of 30-35% across different cohorts. Disc exceeded that barw/50% of nTD and XX% of TD Low patients had a major response (nTD: increase of XXX g/dL for XX weeks; TD Low: TI over a 16-week period). Given luspatercepts go-ahead signal for Ph3 was XX% DISC-0974 responses in nTD and TD Low came in well-ahead of our expectations raise confidence ahead of DISC-0974s future Ph3 trial"  
[X Link](https://x.com/semodough/status/1998212669527015791)  2025-12-09T02:06Z 41.9K followers, 2750 engagements


"$GMAB Cowen expect Darzalex to meet/beat $3.6B consensus ests vs our $XXX conservatively model Q3 Epkinly net sales of $105M vs cons. $124M. Kesimpta should beat. Tepezza likely to be weak. Rybrevant should continue to grow well. Acasunlimab 2L+ NSCLC update on OS by YE25. Nov XX 2025 PDUFA for 2L+ FL and Ph3 1L/2L DLBCL"  
[X Link](https://x.com/semodough/status/1976637016801481084)  2025-10-10T13:12Z 41.9K followers, 2876 engagements


"$ACAD X billion Mcap X billion in sales earning only buck share after being on market many years - highef cost structure - case in point just how much more profitable $TGTX $LQDA $SLNO etc are all ready early in launches"  
[X Link](https://x.com/semodough/status/1986243008262471829)  2025-11-06T01:23Z 41.9K followers, 8080 engagements


"$LLY Bofa update model & PT due to orforglipron (oral GLP1) launching earlier than previously forecasted. raise PT on $LLY from $XXX to $1286 which is a 40x P/E multiple (vs 30x previously) on our new higher 2026 EPS est. Two drivers for multiple expansion (1) higher estimates (2) large cap biopharma policy overhang being lifted. Buy rated"  
[X Link](https://x.com/semodough/status/1995597369480499621)  2025-12-01T20:54Z 41.9K followers, 3731 engagements


"$BBIO GS Buy $XXX PT covered by Paul Choi)believe survey results bode well for Attrubys ongoing launch in ATTR-CM space. Attruby likely commands second largest share of overall ATTR-CM market including a higher-than-expected share of the tafamidis progressor market with this position likely to be cemented in 2026"  
[X Link](https://x.com/semodough/status/1996635304632160688)  2025-12-04T17:38Z 41.9K followers, 5416 engagements


"$APLS @citi CFO @tsullivan70 gave one of better anecdote you hear on how momentum starts & spreads worth listening at XX min mark"  
[X Link](https://x.com/semodough/status/1996964762714787939)  2025-12-05T15:27Z 41.9K followers, 6758 engagements


"$HROW BRiley Visibility Into FY26+ Eyecare Biz Tailwinds Getting Even Better as HROW Executes Through a Seasonally Strong 4Q; Reiterate Buy $XX PT"  
[X Link](https://x.com/semodough/status/1996969698550747235)  2025-12-05T15:47Z 41.9K followers, 6786 engagements


"$PTGX $TAK #ASH25"  
[X Link](https://x.com/semodough/status/1997337822907240637)  2025-12-06T16:10Z 41.9K followers, 4062 engagements


"$IDYA Lifesci PT $XX caught up with IDYA mgmt who provided color on the decision as well as emerging data and strategy on WRN and POLQ. IDYA noted that per their conversation with GSK earlier today (and following yesterday's notice) this move was driven by a shift in GSK's strategic priorities. IDYA also highlighted that select key GSK personnel who oversaw the partnership back in 2020 were no longer at the company. Regarding the assets themselves WRN has defined an MTD and is driving monotherapy activity with "response-level anti-tumor reduction". While the data is still early and there"  
[X Link](https://x.com/semodough/status/1997343863225090174)  2025-12-06T16:34Z 41.9K followers, 6143 engagements


"@Biohazard3737 @ablT315I $PTGX ORAL Hepcidin update coming this month XXX% owned by $PTGX"  
[X Link](https://x.com/semodough/status/1997415390314369194)  2025-12-06T21:18Z 41.9K followers, 1473 engagements


"$ACLX LR ASH: Anito-cel Continues to Show Best-in-Class Profile; New 2026 Catalysts Bottom Line: believe that ACLX (OP) is likely to trade flat to moderately up (up to 10%) after a strong data update at ASH with BCMA CAR-T anito-cel in 4L+ r/r MM in addition to the potential addition of two 2026 catalysts for the program that should help keep investors engaged in the story"  
[X Link](https://x.com/semodough/status/1997682411367280828)  2025-12-07T14:59Z 41.9K followers, 4481 engagements


"$DIS #Zootopia2 now past $900M this wknd& days away smashing BILLION DOLLAR MARK Domestic - $43M/$220.5M Intl - $219M/$695.3M Global - $262M/$915.8M ZOOTOPIA X is now eyeing a $1.51.7B run at the worldwide box office. It cost $150M to produce"  
[X Link](https://x.com/semodough/status/1997717475740540957)  2025-12-07T17:18Z 41.9K followers, 4815 engagements


"after seeing the bidding for $CDTX - should $IVVD not be higher"  
[X Link](https://x.com/semodough/status/1998003748786893073)  2025-12-08T12:16Z 41.9K followers, 7577 engagements


"$CRVS SAFETY - big takeaway here as AD trial moves on. No dose limiting toxicities or significant adverse events were observed in any patients in all dose cohorts up to XXX mg twice-daily including no myelosuppression or immunosuppression"  
[X Link](https://x.com/semodough/status/1998061072281170116)  2025-12-08T16:04Z 41.9K followers, 6381 engagements


"@BayAreaBiotechI $ACLX $COGT both had good data imho"  
[X Link](https://x.com/semodough/status/1998147762114961919)  2025-12-08T21:48Z 41.9K followers, 1022 engagements


"$XOM slides today - not bad growth for company this size & paying nice XXX% dividend growing each year"  
[X Link](https://x.com/semodough/status/1998413317346398460)  2025-12-09T15:23Z 41.9K followers, 4611 engagements


"$OCUL BAIRD good read on $OCUL thru December X 2025 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"  
[X Link](https://x.com/semodough/status/1998435311970341079)  2025-12-09T16:51Z 41.9K followers, 6535 engagements


"Why not $LLY - $DICE complete bust - they need something in this area - $LLY will $LLY go BIG we know they can - intriguing nugget tonight"  
[X Link](https://x.com/semodough/status/1998587616489324943)  2025-12-10T02:56Z 41.9K followers, 9273 engagements