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![Biotech2k1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1244781749458153480.png) Biotech2k [@Biotech2k1](/creator/twitter/Biotech2k1) on x 30.1K followers
Created: 2025-05-21 14:22:11 UTC

So Far my new Research list has X names:

$UTHR
$BCRX
$ORKA

My new strategy is to put the vast majority of my weighting behind my X horsemen that are commercial and my X PDUFA stars that are nearing commercial. Then make many smaller bets on exciting companies. Then I will slowly weight them based on success buy buying more of those that impress me and not buying those that don't. You might see a lot of names in my portfolio, but only a real proven winner would make any serious weighting.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1925195422735192561/c:line.svg)

**Related Topics**
[$bcrx](/topic/$bcrx)
[$uthr](/topic/$uthr)
[united therapeutics corp](/topic/united-therapeutics-corp)
[stocks healthcare](/topic/stocks-healthcare)
[$orka](/topic/$orka)

[Post Link](https://x.com/Biotech2k1/status/1925195422735192561)

[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.]

Biotech2k1 Avatar Biotech2k @Biotech2k1 on x 30.1K followers Created: 2025-05-21 14:22:11 UTC

So Far my new Research list has X names:

$UTHR $BCRX $ORKA

My new strategy is to put the vast majority of my weighting behind my X horsemen that are commercial and my X PDUFA stars that are nearing commercial. Then make many smaller bets on exciting companies. Then I will slowly weight them based on success buy buying more of those that impress me and not buying those that don't. You might see a lot of names in my portfolio, but only a real proven winner would make any serious weighting.

XXXXX engagements

Engagements Line Chart

Related Topics $bcrx $uthr united therapeutics corp stocks healthcare $orka

Post Link

post/tweet::1925195422735192561
/post/tweet::1925195422735192561