#  @smallcapharma Pharmatrader
Pharmatrader posts on X about $mist, money, company, authorization the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::2010831365147934721/interactions)

- [--] Week [---] +284%
- [--] Month [---] +89%
### Mentions: [--] [#](/creator/twitter::2010831365147934721/posts_active)

### Followers: [--] [#](/creator/twitter::2010831365147934721/followers)

- [--] Week [--] no change
- [--] Month [--] +300%
### CreatorRank: [---------] [#](/creator/twitter::2010831365147934721/influencer_rank)

### Social Influence
**Social category influence**
[cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [countries](/list/countries)
**Social topic influence**
[$mist](/topic/$mist) #3, [money](/topic/money), [company](/topic/company), [authorization](/topic/authorization), [in the](/topic/in-the), [market](/topic/market), [we are](/topic/we-are), [$75m](/topic/$75m), [bank](/topic/bank), [risk](/topic/risk)
**Top accounts mentioned or mentioned by**
[@ssankars](/creator/undefined) [@mrstarkcapital](/creator/undefined) [@alphatalon2025](/creator/undefined) [@markjcarney](/creator/undefined) [@yanisvaroufakis](/creator/undefined)
**Top assets mentioned**
[Mist (MIST)](/topic/$mist) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Passage (PASG)](/topic/$pasg) [ALX Oncology Holdings Inc (ALXO)](/topic/$alxo) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars)
### Top Social Posts
Top posts by engagements in the last [--] hours
"My first small cap pharma pick is $MIST"
[X Link](https://x.com/anyuser/status/2011078727484977300) 2026-01-13T14:11Z [--] followers, [---] engagements
"$MIST Deep Dive: The "Nasal Spray" Disruption in Cardiology π« We are watching a textbook "Biotech Launch" scenario unfold with Milestone Pharmaceuticals. Here is the breakdown of the asset the current fear and the potential rocket fuel. π§΅π [--] THE PROBLEM: "The Waiting Room Trap" (PSVT)Imagine your heart suddenly racing at [---] bpm. You aren't dying but you feel like you are. Until now patients had two terrible choices: A) The Nuclear Option: Rush to the ER to get "rebooted" with Adenosine (a drug that stops your heart for [--] secondsfeels like dying). π₯ B) The Daily Grind: Take beta-blockers"
[X Link](https://x.com/smallcapharma/status/2011082601323212909) 2026-01-13T14:27Z [--] followers, [---] engagements
"π¨ $MIST JUST SECURED THE BAG π° The $75M wire from RTW has officially hit the bank. π¦ This is the "Checkmate" move against the shorts: [--] NON-DILUTIVE: They raised $75M without printing a single new share. Shareholders kept 100% of their equity. [--] LAUNCH FULLY FUNDED: The "bankruptcy risk" for [----] just went to ZERO. They now have a massive war chest to push Cardamyst. π‘ [--] SMART MONEY BET: RTW isn't a charity. They just bet $75M that this drug is going to sell. The "Cash Crunch" bear thesis is dead. The runway is clear. π«π"
[X Link](https://x.com/smallcapharma/status/2011086866515157179) 2026-01-13T14:44Z [--] followers, [--] engagements
"$MIST: "Old News" Think Again. ππ§ Some bears are saying: "The $75M RTW deal was signed in [----]. This is old news. It's already priced in." Here is why that is mathematically WRONG: [--] Promise vs. Wire Transfer π¦In [----] that $75M was a conditional IOU. It had "Closing Conditions" attached. The market applies a heavy Risk Discount to conditional cash (What if legal blocks it What if covenants are breached). Yesterday the money hit the bank. The probability went from 90% - 100%. The "Risk Discount" evaporates. [--] The "Dilution" Alternative πIf this specific $75M didn't fund yesterday MIST"
[X Link](https://x.com/smallcapharma/status/2011093195560546733) 2026-01-13T15:09Z [--] followers, [--] engagements
"$MIST is currently priced for bankruptcy but the fundamentals say "Growth Mode." π The Fear: Dilution + Launch Friction ($1.90) π The Reality: Cash runway secured [--] reps deploying and PBM talks active If they hit the "Big 3" milestones by March [--] (Reps + Channel + Coverage) the re-rating to $5+ isn't just possible it's math. The "bankruptcy floor" is gone. Time to watch the execution. ππ https://twitter.com/i/web/status/2011143654593962051 https://twitter.com/i/web/status/2011143654593962051"
[X Link](https://x.com/smallcapharma/status/2011143654593962051) 2026-01-13T18:29Z [--] followers, [--] engagements
"The Anatomy of a Shakeout: Why $MIST is Down Despite Good News π§΅π The disconnect between Milestones fundamentals (Cash Secured β
EMA Acceptance β
Launch Imminent π) and the stock price ($1.90 π) is baffling to many. But if you look at market mechanics its a textbook "Retail Flush." Here are the [--] dark arts being used to steal your shares cheap: [--] Stop Loss Hunting (The Liquidity Trap) Retail investors love to set "safety nets" (Stop Losses) at obvious levels like $2.00 or $1.85. Market makers and shorts see this data. The Move: They aggressively sell into thin volume to push the price"
[X Link](https://x.com/smallcapharma/status/2011448613130441115) 2026-01-14T14:41Z [--] followers, [--] engagements
"π Defense is over. Its time to play OFFENSE on $MIST. πβ Short sellers are getting comfortable pinning us under $2.00 banking on retail fatigue. But the setup for a massive reversal is staring us in the face. Here is the offensive playbook to squeeze them out before the Q1 launch: [--] The "Gamma Squeeze" (Forcing the Hand) π₯Buying shares locks the float but buying Call Options forces the Market Makers to work for us. The Mechanic: When retail buys Calls (e.g. $2.50 strikes) Market Makers must hedge by buying the actual stock immediately. The Result: We buy Calls β‘ MM buys Stock β‘ Price Rises"
[X Link](https://x.com/smallcapharma/status/2011451295874363605) 2026-01-14T14:52Z [--] followers, [--] engagements
"@MrStarkCapital Any meaningful call option for $mist :)"
[X Link](https://x.com/smallcapharma/status/2013679392816300249) 2026-01-20T18:25Z [--] followers, [--] engagements
"π§ Incentive Check:The $MIST executive team just accepted stock options with a strike price of $1.96. They need the stock to hit $2.00+ just to make a profit. π You: Can buy today at $1.74. You are entering at a 12% discount to the people running the company. When management is incentivized to pump the stock you want to be on their side. π€π https://twitter.com/i/web/status/2019483103094276221 https://twitter.com/i/web/status/2019483103094276221"
[X Link](https://x.com/anyuser/status/2019483103094276221) 2026-02-05T18:47Z [--] followers, [---] engagements
"Has anyone with PSVT actually filled #Cardamyst yet Curious if patients are seeing low co-pays ($20$25) like the assistance program promises and whats the story with prior authorization Any pushback from insurers or smooth sailing so far Drop your real-world experience below π $MIST #Biotech #PSVT #Cardamyst https://twitter.com/i/web/status/2021159167130558763 https://twitter.com/i/web/status/2021159167130558763"
[X Link](https://x.com/anyuser/status/2021159167130558763) 2026-02-10T09:47Z [--] followers, [--] engagements
"π Operational Alpha: $MIST is partnering with UBC for the Cardamyst launch. This is a massive win. Why UBC is the "Special Forces" of Prior Authorization. β Doctors hate paperwork β‘ UBC does it for them. Insurers try to reject β‘ UBC fights for "Medical Necessity." This isn't just a call center; it's a revenue retention machine. They are building a highway around the insurance roadblocks. π£πΈ #Biotech #MIST #CommercialLaunch https://twitter.com/i/web/status/2022471355535356335 https://twitter.com/i/web/status/2022471355535356335"
[X Link](https://x.com/anyuser/status/2022471355535356335) 2026-02-14T00:42Z [--] followers, [---] engagements
"My first small cap pharma pick is $MIST"
[X Link](https://x.com/anyuser/status/2011078727484977300) 2026-01-13T14:11Z [--] followers, [---] engagements
"π Operational Alpha: $MIST is partnering with UBC for the Cardamyst launch. This is a massive win. Why UBC is the "Special Forces" of Prior Authorization. β Doctors hate paperwork β‘ UBC does it for them. Insurers try to reject β‘ UBC fights for "Medical Necessity." This isn't just a call center; it's a revenue retention machine. They are building a highway around the insurance roadblocks. π£πΈ #Biotech #MIST #CommercialLaunch https://twitter.com/i/web/status/2022471355535356335 https://twitter.com/i/web/status/2022471355535356335"
[X Link](https://x.com/anyuser/status/2022471355535356335) 2026-02-14T00:42Z [--] followers, [---] engagements
"Has anyone with PSVT actually filled #Cardamyst yet Curious if patients are seeing low co-pays ($20$25) like the assistance program promises and whats the story with prior authorization Any pushback from insurers or smooth sailing so far Drop your real-world experience below π $MIST #Biotech #PSVT #Cardamyst https://twitter.com/i/web/status/2021159167130558763 https://twitter.com/i/web/status/2021159167130558763"
[X Link](https://x.com/anyuser/status/2021159167130558763) 2026-02-10T09:47Z [--] followers, [--] engagements
"π§ Incentive Check:The $MIST executive team just accepted stock options with a strike price of $1.96. They need the stock to hit $2.00+ just to make a profit. π You: Can buy today at $1.74. You are entering at a 12% discount to the people running the company. When management is incentivized to pump the stock you want to be on their side. π€π https://twitter.com/i/web/status/2019483103094276221 https://twitter.com/i/web/status/2019483103094276221"
[X Link](https://x.com/anyuser/status/2019483103094276221) 2026-02-05T18:47Z [--] followers, [---] engagements
"My DCF for $mist"
[X Link](https://x.com/anyuser/status/2017351746599764015) 2026-01-30T21:38Z [--] followers, [--] engagements
"Just saw this about cardamyst ( $mist ) on seekingalpha is this correct"
[X Link](https://x.com/anyuser/status/2017337798924140616) 2026-01-30T20:43Z [--] followers, [--] engagements
"$MIST Milestone Pharmaceuticals (MIST) has entered its commercial phase with the U.S. launch of Cardamyst now available through retail pharmacies. Cardamyst is approved for the conversion of acute symptomatic PSVT to sinus rhythm in adults and offers a self-administered non-invasive alternative to emergency-department IV therapies representing an important shift in how these episodes can be managed. Commercial execution is underway with a national sales force deploying in mid-February [----]. While early prescriptions may be modest ahead of full deployment this sets up a clear revenue"
[X Link](https://x.com/anyuser/status/2016942172688306667) 2026-01-29T18:31Z [---] followers, [---] engagements
"The "Secret Weapon" of the $MIST Launch: How to Beat the Insurers βπ₯π§΅ Everyone is asking: "How does Milestone win against insurers who want to force cheap generics" The answer isnt just clinical dataits Administrative Warfare. Here is the game theory behind the launch strategy: [--] The "Trojan Horse" Strategy ($25 Copay) Milestone capped the patient copay at $25 (subsidized by them). Why It removes the patient's financial veto. The Result: Patients will demand the spray. Doctors will prescribe it. Insurers will initially block it ("Prior Auth required"). The Counter-Move: Milestone has a team"
[X Link](https://x.com/anyuser/status/2016010622014476403) 2026-01-27T04:49Z [--] followers, [--] engagements
"The "Concept" phase is over. $MIST is now a commercial company. ππ Cardamyst is stocked in pharmacies as of this morning. The $25 copay program is the key to unlocking volume while they fight for Tier [--] coverage. Ignoring the noise trusting the launch. ππ"
[X Link](https://x.com/anyuser/status/2015877455442043367) 2026-01-26T20:00Z [--] followers, [--] engagements
"$RXRX grinding at $4.73 (Jan [--] close) but don't sleepthis is still the premier 'biology's GPU' bet in techbio. Nvidia's $50M+ stake BioHive-2 supercomputer massive phenomics data flywheel Exscientia merger synergies and fresh CEO Najat Khan (ex-J&J AI/pharma powerhouse) steering the ship since Jan [--]. Key tailwinds stacking: REC-4881 FAP data crushed it (75% polyp reduction durable off-drug) JPMorgan upgraded to Overweight/$11 PT citing blockbuster potential $1B sales. Cathie/ARK doubled down againclassic mispricing play on AI drug discovery moat. Cash $755M unaudited YE'25 runway through"
[X Link](https://x.com/anyuser/status/2015527543131254820) 2026-01-25T20:49Z [--] followers, [--] engagements
"$MIST is trading the exact "prove-it" playbook that $CRMD followedand CRMD rewarded patient holders with a massive re-rating once commercialization clicked. Milestone Pharmaceuticals $MIST ($2 range post-approval) looks a lot like CorMedix $CRMD did right after FDA approval of DefenCath in Nov [----]. - Approval de-risked the asset (first-in-class antimicrobial catheter lock for CRBSI prevention in dialysis patients). - But the market stayed skeptical: reimbursement friction (TDAPA setup) adoption velocity in clinics/hospitals payer dynamics solo launch risks. - Stock lingered low ($3$6 range)"
[X Link](https://x.com/anyuser/status/2014805146497056841) 2026-01-23T20:59Z [--] followers, [--] engagements
"**$MIST's pitch from @AlphaTalon2025 hits the sweet spot: the rational middle ground between Seeking Alpha's hyper-bull $750M+ Year [--] revenue dream and the bear's "commercial failure" doom.** Why this fair value take ($7-8/share) feels most accurate right now: [--]. Fixes the revenue delusion @AlphaTalon2025 Base Case: $200M by Yr 4-5 (Bull: $340M). That's realisticonly 4-5% market capture at $1k net price. Leaves room for real-world friction (step edits slow docs adoption) without killing the thesis. [--]. Valuation math checks out $200M rev 3.5x sales multiple (standard for commercial biotech) ="
[X Link](https://x.com/anyuser/status/2014457160487600476) 2026-01-22T21:56Z [--] followers, [--] engagements
"1/ $PASG tiny brain-gene-therapy play trading basically at negative enterprise value. Market cap cash in the bank. Classic the market thinks its already dead setup. Most people see biotech graveyard and run. I see physics: deliver working progranulin directly to CSF skip blood-brain barrier nonsense. Levels [--] normal. Sustained. NfL flattening instead of +30%/yr brain decay. Directionally correct = interesting. π 2/ Safety Yeah clots happened. They cut dose in half + added blood thinners. Still getting meaningful progranulin. Regulators hate impossible they dont hate fixable with better"
[X Link](https://x.com/anyuser/status/2014444711889793455) 2026-01-22T21:07Z [--] followers, [--] engagements
"$ALXO is a biotechnology company trying to ask the right question before its money runs out. For years it looked in the wrong place burned hundreds of millions of dollars and has now reached the brink of a very critical discovery in an area where almost everyone has given up hope. But time is the company's biggest enemy. The area they're focusing on is a mechanism called CD47 that prevents the immune system from recognizing and destroying cancer cells. Cancer cells use CD47 like a "don't eat me" sign. From what I understand this idea created great hope for years but in practice the sector"
[X Link](https://x.com/anyuser/status/2014437848795980113) 2026-01-22T20:39Z [--] followers, [--] engagements
"$MIST is quietly building the same kind of setup that turned $TARS from post-approval doubt into a multi-bagger.** I've been watching Milestone Pharmaceuticals $MIST at these levels ($2) and the parallel to Tarsus Pharmaceuticals $TARS is striking. Both are small-cap biotechs that cleared the FDA hurdle for a first-in-class self-administered therapy in an underserved nichethen faced the classic "commercialization risk" overhang that kept the stock suppressed while the market questioned ramp speed reimbursement and adoption. $TARS got FDA approval for XDEMVY (lotilaner eye drops for Demodex"
[X Link](https://x.com/anyuser/status/2014043771873210559) 2026-01-21T18:33Z [--] followers, [--] engagements
"Today is a good day to buy $MIST instead of overhyped AI stocks with inflated prices. Just saying"
[X Link](https://x.com/anyuser/status/2014029690948698409) 2026-01-21T17:37Z [--] followers, [--] engagements
"Harsh truth while the Europeans applaud @MarkJCarney Palantir CTO @ssankars on Europes defense and lack of tech startups: Europe is the worst of both worlds they neither spend a lot of money nor move quickly. The sad truth of human nature is clarity only seems to come when the barrel of the gun is in your face. https://t.co/HYGcFG7Om8 Palantir CTO @ssankars on Europes defense and lack of tech startups: Europe is the worst of both worlds they neither spend a lot of money nor move quickly. The sad truth of human nature is clarity only seems to come when the barrel of the gun is in your face."
[X Link](https://x.com/anyuser/status/2013731874678399204) 2026-01-20T21:54Z [--] followers, [--] engagements
"Palantir CTO @ssankars on Europes defense and lack of tech startups: Europe is the worst of both worlds they neither spend a lot of money nor move quickly. The sad truth of human nature is clarity only seems to come when the barrel of the gun is in your face. Palantir CEO Dr. Alex Karp at the World Economic Forum: The tech adoption in Europe is a serious and very very structural problem. I havent seen any political leader stand up and say. We have a serious and structural problem that we are going to fix. https://t.co/UXN4mCphD0 Palantir CEO Dr. Alex Karp at the World Economic Forum: The tech"
[X Link](https://x.com/anyuser/status/2013691502753349977) 2026-01-20T19:14Z 17.4K followers, 166.2K engagements
"Today might be the happiest day of @yanisvaroufakis #WEF2026"
[X Link](https://x.com/anyuser/status/2013710430871445582) 2026-01-20T20:29Z [--] followers, [--] engagements
"The "Greenland Dip" is a gift for $MIST bulls. ππ The entire market is red today because of geopolitical posturing over the Arctic. Algos are dumping everything. But ask yourself: Does a diplomatic row over Greenland stop a PSVT patient from needing their heart rate fixed Absolutely not. π« While the market freaks out about tariffs: Cardamyst is approved and hitting pharmacies in Q1 (Weeks away). π The Cash is Safe: $MIST is sitting on $150M+ (post-RTW deal). They don't need to raise capital in this choppy market. π° EMA Progress: Europe is moving forward with approval (Application"
[X Link](https://x.com/anyuser/status/2013602785539899870) 2026-01-20T13:21Z [--] followers, [--] engagements
"There are **two completely different AI revolutions** unfolding in parallel right now. One manufactures **mediocrity at scale**. The other births **gods**. The fork comes down to one variable: **Certainty of Rules**. Heres the clean breakdown Mimic vs Optimizer π 1/ The Game of Opinion (Uncertain Rules) Fields: Art copywriting legal drafting strategy decks culture takes. No ground truth. Only what humans nod at. AI trained on our collective output hunts the statistical mean. It spits out the average poem the safe logo the plausible clause. Result: Extreme competence zero originality. In the"
[X Link](https://x.com/anyuser/status/2013303948388503758) 2026-01-19T17:34Z [--] followers, [--] engagements
"That DeepMind documentary (The Thinking Game) now has 300m views on YouTube. The most replayed scene is a meeting when someone tells Demis that AlphaFold can easily predict all known (1-2B) protein sequences in a month. He looks up from his phone and says Why dont we just do that Thats a great idea. We should just run every protein in existence and then release that. That would ultimately lead to the Nobel Prize. Interesting backstory from WSJ on how they were able to capture the footage of the meeting: a former NFL Films director (Greg Kohs) had done some commercials for Google and they"
[X Link](https://x.com/anyuser/status/2013290471548662261) 2026-01-19T16:40Z 722.9K followers, 635.1K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@smallcapharma PharmatraderPharmatrader posts on X about $mist, money, company, authorization the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence cryptocurrencies finance stocks technology brands social networks countries
Social topic influence $mist #3, money, company, authorization, in the, market, we are, $75m, bank, risk
Top accounts mentioned or mentioned by @ssankars @mrstarkcapital @alphatalon2025 @markjcarney @yanisvaroufakis
Top assets mentioned Mist (MIST) Recursion Pharmaceuticals, Inc. (RXRX) Passage (PASG) ALX Oncology Holdings Inc (ALXO) Tarsus Pharmaceuticals, Inc. (TARS)
Top posts by engagements in the last [--] hours
"My first small cap pharma pick is $MIST"
X Link 2026-01-13T14:11Z [--] followers, [---] engagements
"$MIST Deep Dive: The "Nasal Spray" Disruption in Cardiology π« We are watching a textbook "Biotech Launch" scenario unfold with Milestone Pharmaceuticals. Here is the breakdown of the asset the current fear and the potential rocket fuel. π§΅π [--] THE PROBLEM: "The Waiting Room Trap" (PSVT)Imagine your heart suddenly racing at [---] bpm. You aren't dying but you feel like you are. Until now patients had two terrible choices: A) The Nuclear Option: Rush to the ER to get "rebooted" with Adenosine (a drug that stops your heart for [--] secondsfeels like dying). π₯ B) The Daily Grind: Take beta-blockers"
X Link 2026-01-13T14:27Z [--] followers, [---] engagements
"π¨ $MIST JUST SECURED THE BAG π° The $75M wire from RTW has officially hit the bank. π¦ This is the "Checkmate" move against the shorts: [--] NON-DILUTIVE: They raised $75M without printing a single new share. Shareholders kept 100% of their equity. [--] LAUNCH FULLY FUNDED: The "bankruptcy risk" for [----] just went to ZERO. They now have a massive war chest to push Cardamyst. π‘ [--] SMART MONEY BET: RTW isn't a charity. They just bet $75M that this drug is going to sell. The "Cash Crunch" bear thesis is dead. The runway is clear. π«π"
X Link 2026-01-13T14:44Z [--] followers, [--] engagements
"$MIST: "Old News" Think Again. ππ§ Some bears are saying: "The $75M RTW deal was signed in [----]. This is old news. It's already priced in." Here is why that is mathematically WRONG: [--] Promise vs. Wire Transfer π¦In [----] that $75M was a conditional IOU. It had "Closing Conditions" attached. The market applies a heavy Risk Discount to conditional cash (What if legal blocks it What if covenants are breached). Yesterday the money hit the bank. The probability went from 90% - 100%. The "Risk Discount" evaporates. [--] The "Dilution" Alternative πIf this specific $75M didn't fund yesterday MIST"
X Link 2026-01-13T15:09Z [--] followers, [--] engagements
"$MIST is currently priced for bankruptcy but the fundamentals say "Growth Mode." π The Fear: Dilution + Launch Friction ($1.90) π The Reality: Cash runway secured [--] reps deploying and PBM talks active If they hit the "Big 3" milestones by March [--] (Reps + Channel + Coverage) the re-rating to $5+ isn't just possible it's math. The "bankruptcy floor" is gone. Time to watch the execution. ππ https://twitter.com/i/web/status/2011143654593962051 https://twitter.com/i/web/status/2011143654593962051"
X Link 2026-01-13T18:29Z [--] followers, [--] engagements
"The Anatomy of a Shakeout: Why $MIST is Down Despite Good News π§΅π The disconnect between Milestones fundamentals (Cash Secured β
EMA Acceptance β
Launch Imminent π) and the stock price ($1.90 π) is baffling to many. But if you look at market mechanics its a textbook "Retail Flush." Here are the [--] dark arts being used to steal your shares cheap: [--] Stop Loss Hunting (The Liquidity Trap) Retail investors love to set "safety nets" (Stop Losses) at obvious levels like $2.00 or $1.85. Market makers and shorts see this data. The Move: They aggressively sell into thin volume to push the price"
X Link 2026-01-14T14:41Z [--] followers, [--] engagements
"π Defense is over. Its time to play OFFENSE on $MIST. πβ Short sellers are getting comfortable pinning us under $2.00 banking on retail fatigue. But the setup for a massive reversal is staring us in the face. Here is the offensive playbook to squeeze them out before the Q1 launch: [--] The "Gamma Squeeze" (Forcing the Hand) π₯Buying shares locks the float but buying Call Options forces the Market Makers to work for us. The Mechanic: When retail buys Calls (e.g. $2.50 strikes) Market Makers must hedge by buying the actual stock immediately. The Result: We buy Calls β‘ MM buys Stock β‘ Price Rises"
X Link 2026-01-14T14:52Z [--] followers, [--] engagements
"@MrStarkCapital Any meaningful call option for $mist :)"
X Link 2026-01-20T18:25Z [--] followers, [--] engagements
"π§ Incentive Check:The $MIST executive team just accepted stock options with a strike price of $1.96. They need the stock to hit $2.00+ just to make a profit. π You: Can buy today at $1.74. You are entering at a 12% discount to the people running the company. When management is incentivized to pump the stock you want to be on their side. π€π https://twitter.com/i/web/status/2019483103094276221 https://twitter.com/i/web/status/2019483103094276221"
X Link 2026-02-05T18:47Z [--] followers, [---] engagements
"Has anyone with PSVT actually filled #Cardamyst yet Curious if patients are seeing low co-pays ($20$25) like the assistance program promises and whats the story with prior authorization Any pushback from insurers or smooth sailing so far Drop your real-world experience below π $MIST #Biotech #PSVT #Cardamyst https://twitter.com/i/web/status/2021159167130558763 https://twitter.com/i/web/status/2021159167130558763"
X Link 2026-02-10T09:47Z [--] followers, [--] engagements
"π Operational Alpha: $MIST is partnering with UBC for the Cardamyst launch. This is a massive win. Why UBC is the "Special Forces" of Prior Authorization. β Doctors hate paperwork β‘ UBC does it for them. Insurers try to reject β‘ UBC fights for "Medical Necessity." This isn't just a call center; it's a revenue retention machine. They are building a highway around the insurance roadblocks. π£πΈ #Biotech #MIST #CommercialLaunch https://twitter.com/i/web/status/2022471355535356335 https://twitter.com/i/web/status/2022471355535356335"
X Link 2026-02-14T00:42Z [--] followers, [---] engagements
"My first small cap pharma pick is $MIST"
X Link 2026-01-13T14:11Z [--] followers, [---] engagements
"π Operational Alpha: $MIST is partnering with UBC for the Cardamyst launch. This is a massive win. Why UBC is the "Special Forces" of Prior Authorization. β Doctors hate paperwork β‘ UBC does it for them. Insurers try to reject β‘ UBC fights for "Medical Necessity." This isn't just a call center; it's a revenue retention machine. They are building a highway around the insurance roadblocks. π£πΈ #Biotech #MIST #CommercialLaunch https://twitter.com/i/web/status/2022471355535356335 https://twitter.com/i/web/status/2022471355535356335"
X Link 2026-02-14T00:42Z [--] followers, [---] engagements
"Has anyone with PSVT actually filled #Cardamyst yet Curious if patients are seeing low co-pays ($20$25) like the assistance program promises and whats the story with prior authorization Any pushback from insurers or smooth sailing so far Drop your real-world experience below π $MIST #Biotech #PSVT #Cardamyst https://twitter.com/i/web/status/2021159167130558763 https://twitter.com/i/web/status/2021159167130558763"
X Link 2026-02-10T09:47Z [--] followers, [--] engagements
"π§ Incentive Check:The $MIST executive team just accepted stock options with a strike price of $1.96. They need the stock to hit $2.00+ just to make a profit. π You: Can buy today at $1.74. You are entering at a 12% discount to the people running the company. When management is incentivized to pump the stock you want to be on their side. π€π https://twitter.com/i/web/status/2019483103094276221 https://twitter.com/i/web/status/2019483103094276221"
X Link 2026-02-05T18:47Z [--] followers, [---] engagements
"My DCF for $mist"
X Link 2026-01-30T21:38Z [--] followers, [--] engagements
"Just saw this about cardamyst ( $mist ) on seekingalpha is this correct"
X Link 2026-01-30T20:43Z [--] followers, [--] engagements
"$MIST Milestone Pharmaceuticals (MIST) has entered its commercial phase with the U.S. launch of Cardamyst now available through retail pharmacies. Cardamyst is approved for the conversion of acute symptomatic PSVT to sinus rhythm in adults and offers a self-administered non-invasive alternative to emergency-department IV therapies representing an important shift in how these episodes can be managed. Commercial execution is underway with a national sales force deploying in mid-February [----]. While early prescriptions may be modest ahead of full deployment this sets up a clear revenue"
X Link 2026-01-29T18:31Z [---] followers, [---] engagements
"The "Secret Weapon" of the $MIST Launch: How to Beat the Insurers βπ₯π§΅ Everyone is asking: "How does Milestone win against insurers who want to force cheap generics" The answer isnt just clinical dataits Administrative Warfare. Here is the game theory behind the launch strategy: [--] The "Trojan Horse" Strategy ($25 Copay) Milestone capped the patient copay at $25 (subsidized by them). Why It removes the patient's financial veto. The Result: Patients will demand the spray. Doctors will prescribe it. Insurers will initially block it ("Prior Auth required"). The Counter-Move: Milestone has a team"
X Link 2026-01-27T04:49Z [--] followers, [--] engagements
"The "Concept" phase is over. $MIST is now a commercial company. ππ Cardamyst is stocked in pharmacies as of this morning. The $25 copay program is the key to unlocking volume while they fight for Tier [--] coverage. Ignoring the noise trusting the launch. ππ"
X Link 2026-01-26T20:00Z [--] followers, [--] engagements
"$RXRX grinding at $4.73 (Jan [--] close) but don't sleepthis is still the premier 'biology's GPU' bet in techbio. Nvidia's $50M+ stake BioHive-2 supercomputer massive phenomics data flywheel Exscientia merger synergies and fresh CEO Najat Khan (ex-J&J AI/pharma powerhouse) steering the ship since Jan [--]. Key tailwinds stacking: REC-4881 FAP data crushed it (75% polyp reduction durable off-drug) JPMorgan upgraded to Overweight/$11 PT citing blockbuster potential $1B sales. Cathie/ARK doubled down againclassic mispricing play on AI drug discovery moat. Cash $755M unaudited YE'25 runway through"
X Link 2026-01-25T20:49Z [--] followers, [--] engagements
"$MIST is trading the exact "prove-it" playbook that $CRMD followedand CRMD rewarded patient holders with a massive re-rating once commercialization clicked. Milestone Pharmaceuticals $MIST ($2 range post-approval) looks a lot like CorMedix $CRMD did right after FDA approval of DefenCath in Nov [----]. - Approval de-risked the asset (first-in-class antimicrobial catheter lock for CRBSI prevention in dialysis patients). - But the market stayed skeptical: reimbursement friction (TDAPA setup) adoption velocity in clinics/hospitals payer dynamics solo launch risks. - Stock lingered low ($3$6 range)"
X Link 2026-01-23T20:59Z [--] followers, [--] engagements
"$MIST's pitch from @AlphaTalon2025 hits the sweet spot: the rational middle ground between Seeking Alpha's hyper-bull $750M+ Year [--] revenue dream and the bear's "commercial failure" doom. Why this fair value take ($7-8/share) feels most accurate right now: [--]. Fixes the revenue delusion @AlphaTalon2025 Base Case: $200M by Yr 4-5 (Bull: $340M). That's realisticonly 4-5% market capture at $1k net price. Leaves room for real-world friction (step edits slow docs adoption) without killing the thesis. [--]. Valuation math checks out $200M rev 3.5x sales multiple (standard for commercial biotech) ="
X Link 2026-01-22T21:56Z [--] followers, [--] engagements
"1/ $PASG tiny brain-gene-therapy play trading basically at negative enterprise value. Market cap cash in the bank. Classic the market thinks its already dead setup. Most people see biotech graveyard and run. I see physics: deliver working progranulin directly to CSF skip blood-brain barrier nonsense. Levels [--] normal. Sustained. NfL flattening instead of +30%/yr brain decay. Directionally correct = interesting. π 2/ Safety Yeah clots happened. They cut dose in half + added blood thinners. Still getting meaningful progranulin. Regulators hate impossible they dont hate fixable with better"
X Link 2026-01-22T21:07Z [--] followers, [--] engagements
"$ALXO is a biotechnology company trying to ask the right question before its money runs out. For years it looked in the wrong place burned hundreds of millions of dollars and has now reached the brink of a very critical discovery in an area where almost everyone has given up hope. But time is the company's biggest enemy. The area they're focusing on is a mechanism called CD47 that prevents the immune system from recognizing and destroying cancer cells. Cancer cells use CD47 like a "don't eat me" sign. From what I understand this idea created great hope for years but in practice the sector"
X Link 2026-01-22T20:39Z [--] followers, [--] engagements
"$MIST is quietly building the same kind of setup that turned $TARS from post-approval doubt into a multi-bagger.** I've been watching Milestone Pharmaceuticals $MIST at these levels ($2) and the parallel to Tarsus Pharmaceuticals $TARS is striking. Both are small-cap biotechs that cleared the FDA hurdle for a first-in-class self-administered therapy in an underserved nichethen faced the classic "commercialization risk" overhang that kept the stock suppressed while the market questioned ramp speed reimbursement and adoption. $TARS got FDA approval for XDEMVY (lotilaner eye drops for Demodex"
X Link 2026-01-21T18:33Z [--] followers, [--] engagements
"Today is a good day to buy $MIST instead of overhyped AI stocks with inflated prices. Just saying"
X Link 2026-01-21T17:37Z [--] followers, [--] engagements
"Harsh truth while the Europeans applaud @MarkJCarney Palantir CTO @ssankars on Europes defense and lack of tech startups: Europe is the worst of both worlds they neither spend a lot of money nor move quickly. The sad truth of human nature is clarity only seems to come when the barrel of the gun is in your face. https://t.co/HYGcFG7Om8 Palantir CTO @ssankars on Europes defense and lack of tech startups: Europe is the worst of both worlds they neither spend a lot of money nor move quickly. The sad truth of human nature is clarity only seems to come when the barrel of the gun is in your face."
X Link 2026-01-20T21:54Z [--] followers, [--] engagements
"Palantir CTO @ssankars on Europes defense and lack of tech startups: Europe is the worst of both worlds they neither spend a lot of money nor move quickly. The sad truth of human nature is clarity only seems to come when the barrel of the gun is in your face. Palantir CEO Dr. Alex Karp at the World Economic Forum: The tech adoption in Europe is a serious and very very structural problem. I havent seen any political leader stand up and say. We have a serious and structural problem that we are going to fix. https://t.co/UXN4mCphD0 Palantir CEO Dr. Alex Karp at the World Economic Forum: The tech"
X Link 2026-01-20T19:14Z 17.4K followers, 166.2K engagements
"Today might be the happiest day of @yanisvaroufakis #WEF2026"
X Link 2026-01-20T20:29Z [--] followers, [--] engagements
"The "Greenland Dip" is a gift for $MIST bulls. ππ The entire market is red today because of geopolitical posturing over the Arctic. Algos are dumping everything. But ask yourself: Does a diplomatic row over Greenland stop a PSVT patient from needing their heart rate fixed Absolutely not. π« While the market freaks out about tariffs: Cardamyst is approved and hitting pharmacies in Q1 (Weeks away). π The Cash is Safe: $MIST is sitting on $150M+ (post-RTW deal). They don't need to raise capital in this choppy market. π° EMA Progress: Europe is moving forward with approval (Application"
X Link 2026-01-20T13:21Z [--] followers, [--] engagements
"There are two completely different AI revolutions unfolding in parallel right now. One manufactures mediocrity at scale. The other births gods. The fork comes down to one variable: Certainty of Rules. Heres the clean breakdown Mimic vs Optimizer π 1/ The Game of Opinion (Uncertain Rules) Fields: Art copywriting legal drafting strategy decks culture takes. No ground truth. Only what humans nod at. AI trained on our collective output hunts the statistical mean. It spits out the average poem the safe logo the plausible clause. Result: Extreme competence zero originality. In the"
X Link 2026-01-19T17:34Z [--] followers, [--] engagements
"That DeepMind documentary (The Thinking Game) now has 300m views on YouTube. The most replayed scene is a meeting when someone tells Demis that AlphaFold can easily predict all known (1-2B) protein sequences in a month. He looks up from his phone and says Why dont we just do that Thats a great idea. We should just run every protein in existence and then release that. That would ultimately lead to the Nobel Prize. Interesting backstory from WSJ on how they were able to capture the footage of the meeting: a former NFL Films director (Greg Kohs) had done some commercials for Google and they"
X Link 2026-01-19T16:40Z 722.9K followers, 635.1K engagements
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