[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @semodough dough dough posts on X about $bbio, $vktx, $cldx, $xbi the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::3426014292/interactions)  - X Week XXXXXXX +469% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXXX +47% ### Mentions: XX [#](/creator/twitter::3426014292/posts_active)  - X Week XX +5.70% - X Month XXX -XXXX% - X Months XXXXX -XXXX% - X Year XXXXX +149% ### Followers: XXXXXX [#](/creator/twitter::3426014292/followers)  - X Week XXXXXX +0.28% - X Month XXXXXX +0.79% - X Months XXXXXX +3.40% - X Year XXXXXX +7.30% ### CreatorRank: XXXXXXX [#](/creator/twitter::3426014292/influencer_rank)  ### Social Influence [#](/creator/twitter::3426014292/influence) --- **Social category influence** [stocks](/list/stocks) #3960 [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% [vc firms](/list/vc-firms) XXXX% **Social topic influence** [$bbio](/topic/$bbio) #5, [$vktx](/topic/$vktx) #5, [$cldx](/topic/$cldx) 2.41%, [$xbi](/topic/$xbi) 1.72%, [$pfe](/topic/$pfe) 1.38%, [$lly](/topic/$lly) 1.38%, [$mrk](/topic/$mrk) #10, [$apls](/topic/$apls) 1.03%, [$crvs](/topic/$crvs) 1.03%, [mcap](/topic/mcap) XXXX% **Top accounts mentioned or mentioned by** [@omillionaires](/creator/undefined) [@bioinvestor24](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@biopharmiq](/creator/undefined) [@brianskorney](/creator/undefined) [@ripster47](/creator/undefined) [@luciusjameson](/creator/undefined) [@wallstsai](/creator/undefined) [@amaymd](/creator/undefined) [@msollender](/creator/undefined) [@biohazard3737](/creator/undefined) [@doobcox680](/creator/undefined) [@gantosj](/creator/undefined) [@craigster771](/creator/undefined) [@smantel](/creator/undefined) [@maestromaven](/creator/undefined) [@stocksdd](/creator/undefined) [@nolastevedore](/creator/undefined) [@nomlastew](/creator/undefined) [@doepke_michel](/creator/undefined) **Top assets mentioned** [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Celldex Therapeutics, Inc (CLDX)](/topic/$cldx) [Bitcoin Incognito (XBI)](/topic/$xbi) [Pfizer, Inc. (PFE)](/topic/$pfe) [Eli Lilly and Company (LLY)](/topic/$lly) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [UnitedHealth Group (UNH)](/topic/$unh) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AstraZeneca PLC (AZN)](/topic/$azn) [Nuvalent, Inc. Class A Common Stock (NUVL)](/topic/$nuvl) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Amgen, Inc. (AMGN)](/topic/$amgn) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Viking Holdings Ltd (VIK)](/topic/$vik) [Centene Corp (CNC)](/topic/$cnc) [GOSSIP-COIN (GOSS)](/topic/$goss) [Novartis AG (NVS)](/topic/$nvs) [SuperRare (RARE)](/topic/$rare) [Incyte Corporation (INCY)](/topic/$incy) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Phemex Token (PT)](/topic/$pt) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [United Community Banks, Inc. (UCB)](/topic/$ucb) [Exelixis Inc (EXEL)](/topic/$exel) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Arvinas, Inc (ARVN)](/topic/$arvn) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Sage Therapeutics, Inc (SAGE)](/topic/$sage) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) ### Top Social Posts [#](/creator/twitter::3426014292/posts) --- Top posts by engagements in the last XX hours "$CLDX Celldex Presents Unprecedented XX Week Results from Barzolvolimab Phase X Study in Chronic Spontaneous Urticaria at EAACI Congress 2025 - Celldex Therapeutics"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1933284597355155904) 2025-06-12 22:05:41 UTC 40.2K followers, 10.7K engagements "MS nice slide on upcoming FDA events $APLS $ASND $REGN $INCY $RARE $BHVN"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1942938333253869899) 2025-07-09 13:26:11 UTC 40.2K followers, 5605 engagements "$CLDX Celldex Announces Barzolvolimab Met All Primary and Secondary Endpoints with High Statistical Significance in Positive Phase X Study in Chronic Inducible Urticaria Celldex Therapeutics"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1850314976281661891) 2024-10-26 23:14:02 UTC 40.2K followers, 17.9K engagements "Mizuho $CRVS Corvus Pharmaceuticals (CRVS) stock remains "undervalued and compelling" compared with peers like Apogee Therapeutics $APGE whose latest data on its experimental atopic dermatitis drug APG777 failed to impress Mizuho Securities said in a note Tuesday"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1942629290195157220) 2025-07-08 16:58:09 UTC 40.2K followers, 6303 engagements "$ABVX $XXX million Mcap XXX million cash. XXX million debt Conference call today"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1947754732614746604) 2025-07-22 20:24:50 UTC 40.3K followers, 6456 engagements "Cowen $BBIO Reports 8/5 est Q2 Attruby revenue of $65Mwhich is in line with consensus but could be conservative based on our prescription analysis.steady new patient start growth a XX% decrease in filled/paid conversion rate vs. Q1 a XX% monthly drop-offa XX% compliance rate"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948079434621440502) 2025-07-23 17:55:05 UTC 40.2K followers, 2859 engagements "MS $LLY tweak Mounjaro/Zepbound est in 2024 raise outer year Zepbound est on refreshed pricing assumptions given recent mgmt commentary. price target goes to $1083 from $1023. Mounjaro+Zepbound WW in 2Q24 project $3.06bn (Mounjaro $2.16bn and Zepbound $899mn vs. $2.3bn in 1Q24"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1811526920158224620) 2024-07-11 22:24:08 UTC 40.2K followers, 9655 engagements "$GOOGL XXXX Billion in revenue in X months 😳😳"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948118036726309274) 2025-07-23 20:28:28 UTC 40.2K followers, 5376 engagements "Baird - $LRMR outperform PT $XX $DNLI outperform $PT 29"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948698905782182157) 2025-07-25 10:56:38 UTC 40.2K followers, 3248 engagements "LIFESCI $NUVL (OUTPERFORM$110.00 PT): Zidesamtinib's Registrational Data in TKI-Pretreated ROS1 NSCLC Looks Clearly Best-In-Class"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1937508064028233873) 2025-06-24 13:48:14 UTC 40.2K followers, 3133 engagements "$PFE $BBIO good overview from MS today - also I reposted blurb from last year by Salim"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1947672285365645639) 2025-07-22 14:57:13 UTC 40.3K followers, 13.1K engagements "Cantor $VKTX CEO for Virtual Fireside August 5th - Steven Seedhouse Exquisite timing for this conversation if I do say so myself given the upcoming Phase X oral VK2735 (GLP-1/GIP) data (2H25 guidance)"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948723700993302813) 2025-07-25 12:35:10 UTC 40.2K followers, 5828 engagements "Cana $CLDX believe the data release could create a buying opportunity for investors. remain bullish on shares of CLDX and reiterate our $XX 12-month PT. Why are the 76-week data worth attention"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1933288175121621136) 2025-06-12 22:19:54 UTC 40.2K followers, 8908 engagements "$LLY $VKTX Why GLP-1s could become the "everything drug""  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949790729171009914) 2025-07-28 11:15:09 UTC 40.3K followers, 14.3K engagements "Roche H1 & Q2 2025 Earnings: H1 Sales: CHF 30.94B (est. CHF 30.78B) Q2 Ocrevus Sales: CHF 1.73B (est. CHF 1.75B) X% growth overall X% in USA $TGTX"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948351256369451480) 2025-07-24 11:55:12 UTC 40.3K followers, 4858 engagements "GS $REGN (8/1) while we see continued commercial headwinds for Eylea revenue estimates appear achievable in our view albeit investors have positioned as such we look to clarity on the managements forward strategy on pipeline capital allocation and franchise defense for Eylea and Dupixent"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949603943455055987) 2025-07-27 22:52:56 UTC 40.3K followers, 2995 engagements "$MRK as confidence as ever About its LOE $MRK to refresh on what it continues to describe as a hill not a cliff when Keytruda (50% of revenues at the time of patent expiry) goes generic in 2028"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1950239212634063158) 2025-07-29 16:57:16 UTC 40.3K followers, 6816 engagements "PIPER $VKTX Data are expected in 2H 2025 (we think in the August timeframe but company has guided to data potentially in 3Q25)"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949600596626993484) 2025-07-27 22:39:38 UTC 40.3K followers, 14.6K engagements "Cantor $ATYR is hosting a Non-Deal Roadshow with aTyr Pharma (ATYR) on July 30/31 aTyr Management: Sanjay Shukla President & CEO Jill Broadfoot CFO Ashlee Dunston Sr. Director IR & Public Affairs Hosted By: Prakhar Agrawal Date/Location: July XX - Denver July XX - Virtual"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1939699075198107738) 2025-06-30 14:54:32 UTC 40.2K followers, 3276 engagements "$NUVL initiate a rolling NDA submission in July 2025 with target completion in 3Q2025 through FDAs RTOR program 2) initiate pivotal Ph. X ALKAZAR in 1L ALK+ NSCLC in early 2H2025 3) pivotal data from Ph. X ALKOVE-1 in ALK+ NSCLC on track for readout by YE2025"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1938976598012645793) 2025-06-28 15:03:40 UTC 40.2K followers, 5838 engagements "$CLDX $JSPR - both drugs are pipelines within there self both going after X indications"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1933904591927837000) 2025-06-14 15:09:19 UTC 40.2K followers, 4431 engagements "$LQDA - another #BIOTECH - in which Launch going better then expected - pretty high short interest here"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948036657791320439) 2025-07-23 15:05:06 UTC 40.3K followers, 6949 engagements "These new ORAL MOA - that have injectable like efficacy & better safety - especially in huge markets should be rewarded Compared to the injectables $ABVX $PTGX $NKTR $VKTX $BBIO $CRVS"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948030494794498122) 2025-07-23 14:40:37 UTC 40.2K followers, 8548 engagements "Piper $BBIO could have two additional launches by YE '26 KOL enthusiastic &stated that he would prescribe in nearly every genetically diagnosed LGMD2I/R9 patient.were previously underestimating BBP-418 opp'y&raised risk-adjusted peak sales to $447M from $147M&raisedPT to $68"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1944721023321915459) 2025-07-14 11:29:57 UTC 40.2K followers, 5916 engagements "Cantor Quick Take/UNH: $UNH 2Q25 First Look; Conservative Guide Likely Allows for Beat & Raise Call Commentary Key-Overweight Target: $440.00) UNH set 2025 EPS guidance of $XX vs. our view of investor expectations of $17-18 guide provides a solid base for beat and raise patterns to return call commentary is crucial in conveying conservatism as valuation is high on newly set guide"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1950163752944296225) 2025-07-29 11:57:25 UTC 40.3K followers, 7651 engagements "$XBI #Biotechs TD Cowen's top ideas for Q3:25 performance include $NBIX $BBIO $UCB $RAPP ACAD $URGN and ONC. Companies we believe are most likely to post Q2 sales/earnings in excess of consensus include $ADAP $AMGN $ARGX $ARQT $ASND $BBIO $EXEL $GILD $IMCR $MDGL"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948191605061468544) 2025-07-24 01:20:48 UTC 40.3K followers, 8705 engagements "$SLDB Solid Biosciences Receives FDA Fast Track Designation for SGT-501 First-in-Class Gene Therapy for Catecholaminergic Polymorphic Ventricular Tachycardia (CPVT) Solid Biosciences Inc"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1947991234502389889) 2025-07-23 12:04:36 UTC 40.2K followers, 4392 engagements "$APLS Empaveli PDUFA on July 28th: The PDUFA for Empaveli is July XX for C3G/MPGN"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949600773043601861) 2025-07-27 22:40:20 UTC 40.3K followers, 3861 engagements "$BHVN Biohaven company has initiated a Ph1 trial (NCT07054684) of BHV- 1400 in IgA Nephropathy"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1943640798639050900) 2025-07-11 11:57:32 UTC 40.3K followers, 3959 engagements "Roche slowly finding out they really dont have great horse in obesity race $LLY $VKTX"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948497425833841100) 2025-07-24 21:36:02 UTC 40.3K followers, 24.6K engagements "LR $ATYR BUY PT XX ATYR announced last patient visit has been completed in the Ph X EFZO-FIT study of efzofitimod in pulmonary sarcoidosis. The readout is expected 3Q25 though $ATYR mgmt. provided more insight on readout timing in our recent meetings which points to roughly early September"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948437888103809528) 2025-07-24 17:39:27 UTC 40.3K followers, 5280 engagements "$BBIO - not sure $BBIO XX month Encaleret data should went unnoticed"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949600042366509362) 2025-07-27 22:37:26 UTC 40.3K followers, 5100 engagements "@OMillionaires @Doobcox680 $VKTX - data very likely in Q3"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948831128179069073) 2025-07-25 19:42:03 UTC 40.3K followers, 1860 engagements "$XBI biotech sentiment & #BIOTECH Launches going well - $AXSM $VRNA $ITCI $BBIO $MDGL $TGTX -others as well"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1942904821344035109) 2025-07-09 11:13:01 UTC 40.2K followers, 5955 engagements "$GOOGL XXX BILLION in net income per year - - not easy to digest what achievement that is"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948725022270300412) 2025-07-25 12:40:25 UTC 40.2K followers, 4671 engagements "22 #Biotech names $XBI from MS trading below Cash $PRME $ARVN $VIR $SAGE $BCYC"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1934634709599850776) 2025-06-16 15:30:33 UTC 40.2K followers, 6532 engagements "RJ Top Picks List for Month of July are adding $RNA: Avidity will have Phase X registration cohort data in DMD44 in Q4 2025 &Phase X DM1 data in Q2 2026 &Phase X FSHD biomarker registration cohort data in Q2 2026. There is cash runway visibility into mid-2027"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1940400380409712714) 2025-07-02 13:21:16 UTC 40.2K followers, 3496 engagements "Piper $XBI investors seem more focused on companies with near-term catalysts. For 2H highlight following with data/PDUFA catalysts: $ACLX $APLS $BBIO $CMPX $CNTA $CRBP $LENZ $NRIX $SLDB $VKTX. Top X names that we have been getting inbounds are: $BBIO $OCUL $SRPT"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1939332377429365077) 2025-06-29 14:37:24 UTC 40.2K followers, 4731 engagements "$BBIO BridgeBio Pharma Inc. - Novel Human Genetics Evidence Confirms Estimates of Genetic Prevalence Underdiagnosis and Potentially Greater Symptom Burden of Gain-of-Function CASR Variants Associated with ADH1"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1947989106392195265) 2025-07-23 11:56:09 UTC 40.2K followers, 2700 engagements "$VKTX Viking Therapeutics Reports Second Quarter 2025 Financial Results and Provides Corporate Update - Jul XX 2025"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948112309701754916) 2025-07-23 20:05:43 UTC 40.2K followers, 27K engagements "Baird $VRTX expect lion's share of focus to be on the developing commercial opportunity for Journavx in acute pain. Scripts haven't looked bad but it is tough to read with the free product program and the NRx flattening that has occurred XX weeks into launch is not encouraging"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1947972073613148627) 2025-07-23 10:48:28 UTC 40.2K followers, 2728 engagements "$VKTX - @ripster47 - nugget from Joon at Truist - not sure market ever digested this & ramifications- but fully believe this is still what makes $VKTX unique & has what others dont - look forward to next upcoming data"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948581122369356241) 2025-07-25 03:08:37 UTC 40.3K followers, 32.1K engagements "GS $ARQT Neutral rating is driven by these considerations-view that the stock price will be sensitive to fluctuations in script data for Zoryve and its competitors. model Zoryve achieving $900M peak sales in 2036 (vs. $1.4B consensus) across all indications and formulations"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949605172730077387) 2025-07-27 22:57:49 UTC 40.3K followers, 3290 engagements "$SOFI short interest drops XX million big still remains at XXX million"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948494844692758959) 2025-07-24 21:25:46 UTC 40.3K followers, 3712 engagements "$DYN Dyne Therapeutics to Host Investor Conference Call and Webcast to Provide Update on DYNE-101 for Myotonic Dystrophy Type X Tomorrow Tuesday June XX at 8:00 a.m. ET Dyne Therapeutics Inc"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1934704875897802852) 2025-06-16 20:09:22 UTC 40.2K followers, 6603 engagements "BofA $KRYS remain confident that Krystal can meet our 2Q expectations of $95M (+$3M cons) and full year expectations of $411M (+$4M cons).timing/feedback from EU launches (first expected in Germany in mid-2025e) timing for Japan launch to help set expectations growth trajectory"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1947974593081184268) 2025-07-23 10:58:29 UTC 40.2K followers, 2434 engagements "$CNC $UNH - extreme sentiment early premarket - $CNC future guidance ongoing call now giving hope worst is behind $CNC $UNH now both almost green in premarket -"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948723236943937937) 2025-07-25 12:33:19 UTC 40.2K followers, 6536 engagements "$ORIC XXX million Financing led by SR One and includes participation from new and existing investors including Point72 Viking Global Investors Venrock Healthcare Capital Partners New Enterprise Associates (NEA) Nextech Vivo Capital and NEXTBio Capital"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1927820041946362115) 2025-05-28 20:11:29 UTC 40.2K followers, 9029 engagements "$MRK Sees over $50B new revenues from different TAs its in broad-based oncology footprint alone will be $25B&confidence is stronger today than X months at ASCO because of new data in hand. Other area Winrevair oral PCS-K9 MASH product (data later this year). Also highlights ophthalmology as exciting& HIV as well. Immunology another $5B. Imho ophthalmology- could you imagine what $MRK - could do for $OCUL"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1950240370719146059) 2025-07-29 17:01:52 UTC 40.3K followers, 4034 engagements "$SMMT MGT highlighted upcoming ivonescimab catalysts including full Ph3 HARMONi-6 study data in 1L squamous non-small cell lung cancer (NSCLC) from development partner Akeso in 2H (likely ESMO October following ivonescimabs benefit in combination with chemotherapy in 1L NSCLC"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1934004634705895658) 2025-06-14 21:46:51 UTC 40.2K followers, 3627 engagements "No idea why anyone or funds owns $INTC - NOT sure they know what direction their going No dividend - only cuts every quarter. Own the leaders $NVDA $AMD"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948721709323887091) 2025-07-25 12:27:15 UTC 40.2K followers, 3359 engagements "$MRK 2q2025 WINREVAIR Sales Were $XXX Million - over XXX billion run rate all ready $GOSS"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1950158834376339959) 2025-07-29 11:37:52 UTC 40.3K followers, 5735 engagements "Cantor $ARWR On the cardio-metabolic pipeline ARWR made a compelling case for plozasiran's (APOC3 siRNA) differentiation (efficacy safety and dosing) compared to olezarsen (APOC3 ASO IONS) and nuances to look for when P3 SHTG trials for olezarsen read out in 3Q25"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948343991545507958) 2025-07-24 11:26:20 UTC 40.2K followers, 3221 engagements "$BBIO - look closely at $ALNY survey - bullish $BBIO launch continues - also XX% of TAF patients progressing - 50/50 split between $ALNY $BBIO"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1943629747587563636) 2025-07-11 11:13:37 UTC 40.2K followers, 5398 engagements "$AZN Sentiment on the stock remains generally positive with another positive Phase X readout this week continuing the companys impressive catalyst hit rate (8 out XX positive Ph3s YTD)"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949604438814966059) 2025-07-27 22:54:54 UTC 40.3K followers, 5551 engagements "$BBIO - just finished reading WF survey on $ALNY $BBIO - read many $ALNY $BBIO reports over last year but this may be most bullish I read on $BBIO reports over- nicely done"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1939871041041453553) 2025-07-01 02:17:51 UTC 40.3K followers, 9301 engagements "$LENZ PDUFA on Aug 8th: LENZ has an PDUFA for LZN100 a treatment for presbyopia"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949601008503394310) 2025-07-27 22:41:16 UTC 40.3K followers, 3165 engagements "MS $AXSM assume coverage of Axsome at an Overweight rating and a price target of $XXX. Focus revolves around the upcoming 2H25 sNDA filing for AXS-05 in ADA and continued commercial launch progress for Auvelity in MDD"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1940726300777304278) 2025-07-03 10:56:21 UTC 40.2K followers, 4442 engagements "$OSCR - yesterday Jefferies - today WF. - after $UNH $MOH $CNC Definitely some caution warranted on $OSCR"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1943635875973198111) 2025-07-11 11:37:58 UTC 40.3K followers, 8566 engagements "$BBIO XX million remain short into next launch update in few weeks & X data readouts pending"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948497082672714044) 2025-07-24 21:34:40 UTC 40.2K followers, 5358 engagements "$CRVS - ORAL - convenient effective & safe novel MOA can be worth😎"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948028617365074219) 2025-07-23 14:33:09 UTC 40.3K followers, 11.8K engagements "$CLDX - clear leader- winner with $JSPR debacle - major dilution coming there - if and only if they can get there crap together - sure $JSPR rebounded some after it lost what XX% of its value - much better biotechs to be in & mgt teams"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1942627460610220199) 2025-07-08 16:50:53 UTC 40.3K followers, 10K engagements "Agree $JSPR valuation under XXX million here is silly - but would also argue $CLDX mcap should be higher also for this very large market & refractory - plenty big for both of them to move higher $CLDX phase complete next year should continue to lift both"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1933903533407170946) 2025-06-14 15:05:07 UTC 40.2K followers, 8381 engagements "$TGTX - thank you for posting & yes GS been bearish for years on $TGTX - I figured they would never come around since $TGTX was done with offerings & didnt need them - but maybe GS warming up now to $TGTX in case WEISS sales $TGTX down line here"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1943630492357513470) 2025-07-11 11:16:34 UTC 40.3K followers, 6166 engagements "$PFE Pfizer Inc. - XTANDI Plus Leuprolide Significantly Improves Survival Outcomes in Men with Non-Metastatic Hormone-Sensitive Prostate Cancer with High-Risk Biochemical Recurrence"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1943264795186090310) 2025-07-10 11:03:25 UTC 40.3K followers, 4975 engagements "$CLDX Ph. X EoE data for barzolvolimab in 2H25. CLDX believes mast cells have been overlooked as one of the main effector cells for driving dysphagia (trouble swallowing) in EoE and sees considerable unmet need to provide enhanced symptomatic benefit vs. Dupixent which is the only FDA approved therapy for EoE"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949605629301043315) 2025-07-27 22:59:38 UTC 40.3K followers, 3545 engagements "Piper $XBI continues to show momentum. The XBI is up X% over the last one month. We are seeing increased M&A deal activity since June and now we are seeing some big catalysts hit on their datasets and we have strong drug launches across the sector"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949598657126261015) 2025-07-27 22:31:56 UTC 40.3K followers, 10.1K engagements "Cowen $MRK Pharmaceuticals/Major-Winrevair Tracking Survey #3-3rd Winrevair physician survey shows # of patients treated with Winrevair up 4x YoY. Payor coverage more restrictive but respondents increasingly aligned on Winrevair's ultimate role as 2L therapy $GOSS"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1949839951387840610) 2025-07-28 14:30:45 UTC 40.3K followers, 10.7K engagements "BofA $JANX clinical validation is likely necessary for investor buy-in early data looks compelling and adds another leg to Janux's story. maintain Buy and $XX PTwith Janux having sufficient cash ($1B) to support JANX007 interim pivotal data JANX008 phase 1b data and human proof of concept for all assets announced today"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948690579967078690) 2025-07-25 10:23:33 UTC 40.2K followers, 4920 engagements "Piper $VKTX Ahead of VKTXs Ph2a VENTURE-Oral readout in 2H 2025 (we est in Aug) we reviewed data from competitive programs to characterize where the bar is for success. Am- Nicely done preview report by piper"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1945075659711164685) 2025-07-15 10:59:09 UTC 40.2K followers, 39.5K engagements "$LLY $NVS $AMGN $SLN currently five Lp(a) targeting assets in late-stage development four of which are GalNAc- conjugated RNAi approaches and the fifth is a small molecule that blocks Lp(a) formation by binding to apo(a) nice pic by wf"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1938972888737993011) 2025-06-28 14:48:55 UTC 40.2K followers, 5250 engagements "$KURA #ESMO25 KURA - Multiple readouts pertaining to farnesyltransferase inhibitors including monotherapy KO-2806 in advanced solid tumors (981P) initial data from KO-2806 + cabozantinib in RCC (2604P) and KURRENT-HN data for tipifarnib + alpelisib in r/m HNSCC"  [@semodough](/creator/x/semodough) on [X](/post/tweet/1948709475818352840) 2025-07-25 11:38:38 UTC 40.2K followers, 3087 engagements
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@semodough dough
dough posts on X about $bbio, $vktx, $cldx, $xbi the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +469%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +47%
Mentions: XX #
- X Week XX +5.70%
- X Month XXX -XXXX%
- X Months XXXXX -XXXX%
- X Year XXXXX +149%
Followers: XXXXXX #
- X Week XXXXXX +0.28%
- X Month XXXXXX +0.79%
- X Months XXXXXX +3.40%
- X Year XXXXXX +7.30%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #3960 finance XXXX% cryptocurrencies XXXX% technology brands XXXX% currencies XXXX% countries XXXX% vc firms XXXX%
Social topic influence $bbio #5, $vktx #5, $cldx 2.41%, $xbi 1.72%, $pfe 1.38%, $lly 1.38%, $mrk #10, $apls 1.03%, $crvs 1.03%, mcap XXXX%
Top accounts mentioned or mentioned by @omillionaires @bioinvestor24 @hothomaswphelps @biopharmiq @brianskorney @ripster47 @luciusjameson @wallstsai @amaymd @msollender @biohazard3737 @doobcox680 @gantosj @craigster771 @smantel @maestromaven @stocksdd @nolastevedore @nomlastew @doepke_michel
Top assets mentioned BridgeBio Pharma, Inc. Common Stock (BBIO) Viking Therapeutics, Inc (VKTX) Celldex Therapeutics, Inc (CLDX) Bitcoin Incognito (XBI) Pfizer, Inc. (PFE) Eli Lilly and Company (LLY) Merck & Co., Inc. (MRK) Apellis Pharmaceuticals, Inc. Common Stock (APLS) TG Therapeutics, Inc. (TGTX) UnitedHealth Group (UNH) Alnylam Pharmaceuticals, Inc. (ALNY) Regeneron Pharmaceuticals Inc (REGN) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Sarepta Therapeutics, Inc. (SRPT) Alphabet Inc Class A (GOOGL) AstraZeneca PLC (AZN) Nuvalent, Inc. Class A Common Stock (NUVL) Janux Therapeutics, Inc. Common Stock (JANX) Amgen, Inc. (AMGN) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Axsome Therapeutics, Inc (AXSM) Viking Holdings Ltd (VIK) Centene Corp (CNC) GOSSIP-COIN (GOSS) Novartis AG (NVS) SuperRare (RARE) Incyte Corporation (INCY) Apogee Therapeutics, Inc. Common Stock (APGE) Denali Therapeutics Inc. Common Stock (DNLI) Phemex Token (PT) Protagonist Therapeutics, Inc (PTGX) Gilead Sciences, Inc. (GILD) Neurocrine Biosciences, Inc. (NBIX) United Community Banks, Inc. (UCB) Exelixis Inc (EXEL) Intra-Cellular Therapies Inc. (ITCI) Arvinas, Inc (ARVN) Vir Biotechnology, Inc. Common Stock (VIR) Sage Therapeutics, Inc (SAGE) Avidity Biosciences, Inc. Common Stock (RNA)
Top Social Posts #
Top posts by engagements in the last XX hours
"$CLDX Celldex Presents Unprecedented XX Week Results from Barzolvolimab Phase X Study in Chronic Spontaneous Urticaria at EAACI Congress 2025 - Celldex Therapeutics"
@semodough on X 2025-06-12 22:05:41 UTC 40.2K followers, 10.7K engagements
"MS nice slide on upcoming FDA events $APLS $ASND $REGN $INCY $RARE $BHVN" @semodough on X 2025-07-09 13:26:11 UTC 40.2K followers, 5605 engagements
"$CLDX Celldex Announces Barzolvolimab Met All Primary and Secondary Endpoints with High Statistical Significance in Positive Phase X Study in Chronic Inducible Urticaria Celldex Therapeutics" @semodough on X 2024-10-26 23:14:02 UTC 40.2K followers, 17.9K engagements
"Mizuho $CRVS Corvus Pharmaceuticals (CRVS) stock remains "undervalued and compelling" compared with peers like Apogee Therapeutics $APGE whose latest data on its experimental atopic dermatitis drug APG777 failed to impress Mizuho Securities said in a note Tuesday" @semodough on X 2025-07-08 16:58:09 UTC 40.2K followers, 6303 engagements
"$ABVX $XXX million Mcap XXX million cash. XXX million debt Conference call today" @semodough on X 2025-07-22 20:24:50 UTC 40.3K followers, 6456 engagements
"Cowen $BBIO Reports 8/5 est Q2 Attruby revenue of $65Mwhich is in line with consensus but could be conservative based on our prescription analysis.steady new patient start growth a XX% decrease in filled/paid conversion rate vs. Q1 a XX% monthly drop-offa XX% compliance rate" @semodough on X 2025-07-23 17:55:05 UTC 40.2K followers, 2859 engagements
"MS $LLY tweak Mounjaro/Zepbound est in 2024 raise outer year Zepbound est on refreshed pricing assumptions given recent mgmt commentary. price target goes to $1083 from $1023. Mounjaro+Zepbound WW in 2Q24 project $3.06bn (Mounjaro $2.16bn and Zepbound $899mn vs. $2.3bn in 1Q24" @semodough on X 2024-07-11 22:24:08 UTC 40.2K followers, 9655 engagements
"$GOOGL XXXX Billion in revenue in X months 😳😳" @semodough on X 2025-07-23 20:28:28 UTC 40.2K followers, 5376 engagements
"Baird - $LRMR outperform PT $XX $DNLI outperform $PT 29" @semodough on X 2025-07-25 10:56:38 UTC 40.2K followers, 3248 engagements
"LIFESCI $NUVL (OUTPERFORM$110.00 PT): Zidesamtinib's Registrational Data in TKI-Pretreated ROS1 NSCLC Looks Clearly Best-In-Class" @semodough on X 2025-06-24 13:48:14 UTC 40.2K followers, 3133 engagements
"$PFE $BBIO good overview from MS today - also I reposted blurb from last year by Salim" @semodough on X 2025-07-22 14:57:13 UTC 40.3K followers, 13.1K engagements
"Cantor $VKTX CEO for Virtual Fireside August 5th - Steven Seedhouse Exquisite timing for this conversation if I do say so myself given the upcoming Phase X oral VK2735 (GLP-1/GIP) data (2H25 guidance)" @semodough on X 2025-07-25 12:35:10 UTC 40.2K followers, 5828 engagements
"Cana $CLDX believe the data release could create a buying opportunity for investors. remain bullish on shares of CLDX and reiterate our $XX 12-month PT. Why are the 76-week data worth attention" @semodough on X 2025-06-12 22:19:54 UTC 40.2K followers, 8908 engagements
"$LLY $VKTX Why GLP-1s could become the "everything drug"" @semodough on X 2025-07-28 11:15:09 UTC 40.3K followers, 14.3K engagements
"Roche H1 & Q2 2025 Earnings: H1 Sales: CHF 30.94B (est. CHF 30.78B) Q2 Ocrevus Sales: CHF 1.73B (est. CHF 1.75B) X% growth overall X% in USA $TGTX" @semodough on X 2025-07-24 11:55:12 UTC 40.3K followers, 4858 engagements
"GS $REGN (8/1) while we see continued commercial headwinds for Eylea revenue estimates appear achievable in our view albeit investors have positioned as such we look to clarity on the managements forward strategy on pipeline capital allocation and franchise defense for Eylea and Dupixent" @semodough on X 2025-07-27 22:52:56 UTC 40.3K followers, 2995 engagements
"$MRK as confidence as ever About its LOE $MRK to refresh on what it continues to describe as a hill not a cliff when Keytruda (50% of revenues at the time of patent expiry) goes generic in 2028" @semodough on X 2025-07-29 16:57:16 UTC 40.3K followers, 6816 engagements
"PIPER $VKTX Data are expected in 2H 2025 (we think in the August timeframe but company has guided to data potentially in 3Q25)" @semodough on X 2025-07-27 22:39:38 UTC 40.3K followers, 14.6K engagements
"Cantor $ATYR is hosting a Non-Deal Roadshow with aTyr Pharma (ATYR) on July 30/31 aTyr Management: Sanjay Shukla President & CEO Jill Broadfoot CFO Ashlee Dunston Sr. Director IR & Public Affairs Hosted By: Prakhar Agrawal Date/Location: July XX - Denver July XX - Virtual" @semodough on X 2025-06-30 14:54:32 UTC 40.2K followers, 3276 engagements
"$NUVL initiate a rolling NDA submission in July 2025 with target completion in 3Q2025 through FDAs RTOR program 2) initiate pivotal Ph. X ALKAZAR in 1L ALK+ NSCLC in early 2H2025 3) pivotal data from Ph. X ALKOVE-1 in ALK+ NSCLC on track for readout by YE2025" @semodough on X 2025-06-28 15:03:40 UTC 40.2K followers, 5838 engagements
"$CLDX $JSPR - both drugs are pipelines within there self both going after X indications" @semodough on X 2025-06-14 15:09:19 UTC 40.2K followers, 4431 engagements
"$LQDA - another #BIOTECH - in which Launch going better then expected - pretty high short interest here" @semodough on X 2025-07-23 15:05:06 UTC 40.3K followers, 6949 engagements
"These new ORAL MOA - that have injectable like efficacy & better safety - especially in huge markets should be rewarded Compared to the injectables $ABVX $PTGX $NKTR $VKTX $BBIO $CRVS" @semodough on X 2025-07-23 14:40:37 UTC 40.2K followers, 8548 engagements
"Piper $BBIO could have two additional launches by YE '26 KOL enthusiastic &stated that he would prescribe in nearly every genetically diagnosed LGMD2I/R9 patient.were previously underestimating BBP-418 opp'y&raised risk-adjusted peak sales to $447M from $147M&raisedPT to $68" @semodough on X 2025-07-14 11:29:57 UTC 40.2K followers, 5916 engagements
"Cantor Quick Take/UNH: $UNH 2Q25 First Look; Conservative Guide Likely Allows for Beat & Raise Call Commentary Key-Overweight Target: $440.00) UNH set 2025 EPS guidance of $XX vs. our view of investor expectations of $17-18 guide provides a solid base for beat and raise patterns to return call commentary is crucial in conveying conservatism as valuation is high on newly set guide" @semodough on X 2025-07-29 11:57:25 UTC 40.3K followers, 7651 engagements
"$XBI #Biotechs TD Cowen's top ideas for Q3:25 performance include $NBIX $BBIO $UCB $RAPP ACAD $URGN and ONC. Companies we believe are most likely to post Q2 sales/earnings in excess of consensus include $ADAP $AMGN $ARGX $ARQT $ASND $BBIO $EXEL $GILD $IMCR $MDGL" @semodough on X 2025-07-24 01:20:48 UTC 40.3K followers, 8705 engagements
"$SLDB Solid Biosciences Receives FDA Fast Track Designation for SGT-501 First-in-Class Gene Therapy for Catecholaminergic Polymorphic Ventricular Tachycardia (CPVT) Solid Biosciences Inc" @semodough on X 2025-07-23 12:04:36 UTC 40.2K followers, 4392 engagements
"$APLS Empaveli PDUFA on July 28th: The PDUFA for Empaveli is July XX for C3G/MPGN" @semodough on X 2025-07-27 22:40:20 UTC 40.3K followers, 3861 engagements
"$BHVN Biohaven company has initiated a Ph1 trial (NCT07054684) of BHV- 1400 in IgA Nephropathy" @semodough on X 2025-07-11 11:57:32 UTC 40.3K followers, 3959 engagements
"Roche slowly finding out they really dont have great horse in obesity race $LLY $VKTX" @semodough on X 2025-07-24 21:36:02 UTC 40.3K followers, 24.6K engagements
"LR $ATYR BUY PT XX ATYR announced last patient visit has been completed in the Ph X EFZO-FIT study of efzofitimod in pulmonary sarcoidosis. The readout is expected 3Q25 though $ATYR mgmt. provided more insight on readout timing in our recent meetings which points to roughly early September" @semodough on X 2025-07-24 17:39:27 UTC 40.3K followers, 5280 engagements
"$BBIO - not sure $BBIO XX month Encaleret data should went unnoticed" @semodough on X 2025-07-27 22:37:26 UTC 40.3K followers, 5100 engagements
"@OMillionaires @Doobcox680 $VKTX - data very likely in Q3" @semodough on X 2025-07-25 19:42:03 UTC 40.3K followers, 1860 engagements
"$XBI biotech sentiment & #BIOTECH Launches going well - $AXSM $VRNA $ITCI $BBIO $MDGL $TGTX -others as well" @semodough on X 2025-07-09 11:13:01 UTC 40.2K followers, 5955 engagements
"$GOOGL XXX BILLION in net income per year - - not easy to digest what achievement that is" @semodough on X 2025-07-25 12:40:25 UTC 40.2K followers, 4671 engagements
"22 #Biotech names $XBI from MS trading below Cash $PRME $ARVN $VIR $SAGE $BCYC" @semodough on X 2025-06-16 15:30:33 UTC 40.2K followers, 6532 engagements
"RJ Top Picks List for Month of July are adding $RNA: Avidity will have Phase X registration cohort data in DMD44 in Q4 2025 &Phase X DM1 data in Q2 2026 &Phase X FSHD biomarker registration cohort data in Q2 2026. There is cash runway visibility into mid-2027" @semodough on X 2025-07-02 13:21:16 UTC 40.2K followers, 3496 engagements
"Piper $XBI investors seem more focused on companies with near-term catalysts. For 2H highlight following with data/PDUFA catalysts: $ACLX $APLS $BBIO $CMPX $CNTA $CRBP $LENZ $NRIX $SLDB $VKTX. Top X names that we have been getting inbounds are: $BBIO $OCUL $SRPT" @semodough on X 2025-06-29 14:37:24 UTC 40.2K followers, 4731 engagements
"$BBIO BridgeBio Pharma Inc. - Novel Human Genetics Evidence Confirms Estimates of Genetic Prevalence Underdiagnosis and Potentially Greater Symptom Burden of Gain-of-Function CASR Variants Associated with ADH1" @semodough on X 2025-07-23 11:56:09 UTC 40.2K followers, 2700 engagements
"$VKTX Viking Therapeutics Reports Second Quarter 2025 Financial Results and Provides Corporate Update - Jul XX 2025" @semodough on X 2025-07-23 20:05:43 UTC 40.2K followers, 27K engagements
"Baird $VRTX expect lion's share of focus to be on the developing commercial opportunity for Journavx in acute pain. Scripts haven't looked bad but it is tough to read with the free product program and the NRx flattening that has occurred XX weeks into launch is not encouraging" @semodough on X 2025-07-23 10:48:28 UTC 40.2K followers, 2728 engagements
"$VKTX - @ripster47 - nugget from Joon at Truist - not sure market ever digested this & ramifications- but fully believe this is still what makes $VKTX unique & has what others dont - look forward to next upcoming data" @semodough on X 2025-07-25 03:08:37 UTC 40.3K followers, 32.1K engagements
"GS $ARQT Neutral rating is driven by these considerations-view that the stock price will be sensitive to fluctuations in script data for Zoryve and its competitors. model Zoryve achieving $900M peak sales in 2036 (vs. $1.4B consensus) across all indications and formulations" @semodough on X 2025-07-27 22:57:49 UTC 40.3K followers, 3290 engagements
"$SOFI short interest drops XX million big still remains at XXX million" @semodough on X 2025-07-24 21:25:46 UTC 40.3K followers, 3712 engagements
"$DYN Dyne Therapeutics to Host Investor Conference Call and Webcast to Provide Update on DYNE-101 for Myotonic Dystrophy Type X Tomorrow Tuesday June XX at 8:00 a.m. ET Dyne Therapeutics Inc" @semodough on X 2025-06-16 20:09:22 UTC 40.2K followers, 6603 engagements
"BofA $KRYS remain confident that Krystal can meet our 2Q expectations of $95M (+$3M cons) and full year expectations of $411M (+$4M cons).timing/feedback from EU launches (first expected in Germany in mid-2025e) timing for Japan launch to help set expectations growth trajectory" @semodough on X 2025-07-23 10:58:29 UTC 40.2K followers, 2434 engagements
"$CNC $UNH - extreme sentiment early premarket - $CNC future guidance ongoing call now giving hope worst is behind $CNC $UNH now both almost green in premarket -" @semodough on X 2025-07-25 12:33:19 UTC 40.2K followers, 6536 engagements
"$ORIC XXX million Financing led by SR One and includes participation from new and existing investors including Point72 Viking Global Investors Venrock Healthcare Capital Partners New Enterprise Associates (NEA) Nextech Vivo Capital and NEXTBio Capital" @semodough on X 2025-05-28 20:11:29 UTC 40.2K followers, 9029 engagements
"$MRK Sees over $50B new revenues from different TAs its in broad-based oncology footprint alone will be $25B&confidence is stronger today than X months at ASCO because of new data in hand. Other area Winrevair oral PCS-K9 MASH product (data later this year). Also highlights ophthalmology as exciting& HIV as well. Immunology another $5B. Imho ophthalmology- could you imagine what $MRK - could do for $OCUL" @semodough on X 2025-07-29 17:01:52 UTC 40.3K followers, 4034 engagements
"$SMMT MGT highlighted upcoming ivonescimab catalysts including full Ph3 HARMONi-6 study data in 1L squamous non-small cell lung cancer (NSCLC) from development partner Akeso in 2H (likely ESMO October following ivonescimabs benefit in combination with chemotherapy in 1L NSCLC" @semodough on X 2025-06-14 21:46:51 UTC 40.2K followers, 3627 engagements
"No idea why anyone or funds owns $INTC - NOT sure they know what direction their going No dividend - only cuts every quarter. Own the leaders $NVDA $AMD" @semodough on X 2025-07-25 12:27:15 UTC 40.2K followers, 3359 engagements
"$MRK 2q2025 WINREVAIR Sales Were $XXX Million - over XXX billion run rate all ready $GOSS" @semodough on X 2025-07-29 11:37:52 UTC 40.3K followers, 5735 engagements
"Cantor $ARWR On the cardio-metabolic pipeline ARWR made a compelling case for plozasiran's (APOC3 siRNA) differentiation (efficacy safety and dosing) compared to olezarsen (APOC3 ASO IONS) and nuances to look for when P3 SHTG trials for olezarsen read out in 3Q25" @semodough on X 2025-07-24 11:26:20 UTC 40.2K followers, 3221 engagements
"$BBIO - look closely at $ALNY survey - bullish $BBIO launch continues - also XX% of TAF patients progressing - 50/50 split between $ALNY $BBIO" @semodough on X 2025-07-11 11:13:37 UTC 40.2K followers, 5398 engagements
"$AZN Sentiment on the stock remains generally positive with another positive Phase X readout this week continuing the companys impressive catalyst hit rate (8 out XX positive Ph3s YTD)" @semodough on X 2025-07-27 22:54:54 UTC 40.3K followers, 5551 engagements
"$BBIO - just finished reading WF survey on $ALNY $BBIO - read many $ALNY $BBIO reports over last year but this may be most bullish I read on $BBIO reports over- nicely done" @semodough on X 2025-07-01 02:17:51 UTC 40.3K followers, 9301 engagements
"$LENZ PDUFA on Aug 8th: LENZ has an PDUFA for LZN100 a treatment for presbyopia" @semodough on X 2025-07-27 22:41:16 UTC 40.3K followers, 3165 engagements
"MS $AXSM assume coverage of Axsome at an Overweight rating and a price target of $XXX. Focus revolves around the upcoming 2H25 sNDA filing for AXS-05 in ADA and continued commercial launch progress for Auvelity in MDD" @semodough on X 2025-07-03 10:56:21 UTC 40.2K followers, 4442 engagements
"$OSCR - yesterday Jefferies - today WF. - after $UNH $MOH $CNC Definitely some caution warranted on $OSCR" @semodough on X 2025-07-11 11:37:58 UTC 40.3K followers, 8566 engagements
"$BBIO XX million remain short into next launch update in few weeks & X data readouts pending" @semodough on X 2025-07-24 21:34:40 UTC 40.2K followers, 5358 engagements
"$CRVS - ORAL - convenient effective & safe novel MOA can be worth😎" @semodough on X 2025-07-23 14:33:09 UTC 40.3K followers, 11.8K engagements
"$CLDX - clear leader- winner with $JSPR debacle - major dilution coming there - if and only if they can get there crap together - sure $JSPR rebounded some after it lost what XX% of its value - much better biotechs to be in & mgt teams" @semodough on X 2025-07-08 16:50:53 UTC 40.3K followers, 10K engagements
"Agree $JSPR valuation under XXX million here is silly - but would also argue $CLDX mcap should be higher also for this very large market & refractory - plenty big for both of them to move higher $CLDX phase complete next year should continue to lift both" @semodough on X 2025-06-14 15:05:07 UTC 40.2K followers, 8381 engagements
"$TGTX - thank you for posting & yes GS been bearish for years on $TGTX - I figured they would never come around since $TGTX was done with offerings & didnt need them - but maybe GS warming up now to $TGTX in case WEISS sales $TGTX down line here" @semodough on X 2025-07-11 11:16:34 UTC 40.3K followers, 6166 engagements
"$PFE Pfizer Inc. - XTANDI Plus Leuprolide Significantly Improves Survival Outcomes in Men with Non-Metastatic Hormone-Sensitive Prostate Cancer with High-Risk Biochemical Recurrence" @semodough on X 2025-07-10 11:03:25 UTC 40.3K followers, 4975 engagements
"$CLDX Ph. X EoE data for barzolvolimab in 2H25. CLDX believes mast cells have been overlooked as one of the main effector cells for driving dysphagia (trouble swallowing) in EoE and sees considerable unmet need to provide enhanced symptomatic benefit vs. Dupixent which is the only FDA approved therapy for EoE" @semodough on X 2025-07-27 22:59:38 UTC 40.3K followers, 3545 engagements
"Piper $XBI continues to show momentum. The XBI is up X% over the last one month. We are seeing increased M&A deal activity since June and now we are seeing some big catalysts hit on their datasets and we have strong drug launches across the sector" @semodough on X 2025-07-27 22:31:56 UTC 40.3K followers, 10.1K engagements
"Cowen $MRK Pharmaceuticals/Major-Winrevair Tracking Survey #3-3rd Winrevair physician survey shows # of patients treated with Winrevair up 4x YoY. Payor coverage more restrictive but respondents increasingly aligned on Winrevair's ultimate role as 2L therapy $GOSS" @semodough on X 2025-07-28 14:30:45 UTC 40.3K followers, 10.7K engagements
"BofA $JANX clinical validation is likely necessary for investor buy-in early data looks compelling and adds another leg to Janux's story. maintain Buy and $XX PTwith Janux having sufficient cash ($1B) to support JANX007 interim pivotal data JANX008 phase 1b data and human proof of concept for all assets announced today" @semodough on X 2025-07-25 10:23:33 UTC 40.2K followers, 4920 engagements
"Piper $VKTX Ahead of VKTXs Ph2a VENTURE-Oral readout in 2H 2025 (we est in Aug) we reviewed data from competitive programs to characterize where the bar is for success. Am- Nicely done preview report by piper" @semodough on X 2025-07-15 10:59:09 UTC 40.2K followers, 39.5K engagements
"$LLY $NVS $AMGN $SLN currently five Lp(a) targeting assets in late-stage development four of which are GalNAc- conjugated RNAi approaches and the fifth is a small molecule that blocks Lp(a) formation by binding to apo(a) nice pic by wf" @semodough on X 2025-06-28 14:48:55 UTC 40.2K followers, 5250 engagements
"$KURA #ESMO25 KURA - Multiple readouts pertaining to farnesyltransferase inhibitors including monotherapy KO-2806 in advanced solid tumors (981P) initial data from KO-2806 + cabozantinib in RCC (2604P) and KURRENT-HN data for tipifarnib + alpelisib in r/m HNSCC" @semodough on X 2025-07-25 11:38:38 UTC 40.2K followers, 3087 engagements