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![Biotech2k1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1244781749458153480.png) Biotech2k [@Biotech2k1](/creator/twitter/Biotech2k1) on x 30.2K followers
Created: 2025-07-02 14:36:09 UTC

$ARWR I sold all my position today. I know I am supposed to love this company because it is cheap. It has a ton of cash. I also like their obesity targets. The issue is the cholesterol and triglyceride programs. No matter how hard I try to build conviction in this name, I just can't do it. I don't like those indications. I think there is too much competition. I know $WVE has the same obesity programs without the programs I dislike around cholesterol. They have DMD which is very compelling. I used today's pop to take a very nice profit and exit this low conviction name.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940419228445642880/c:line.svg)

**Related Topics**
[$wve](/topic/$wve)
[$arwr](/topic/$arwr)

[Post Link](https://x.com/Biotech2k1/status/1940419228445642880)

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Biotech2k1 Avatar Biotech2k @Biotech2k1 on x 30.2K followers Created: 2025-07-02 14:36:09 UTC

$ARWR I sold all my position today. I know I am supposed to love this company because it is cheap. It has a ton of cash. I also like their obesity targets. The issue is the cholesterol and triglyceride programs. No matter how hard I try to build conviction in this name, I just can't do it. I don't like those indications. I think there is too much competition. I know $WVE has the same obesity programs without the programs I dislike around cholesterol. They have DMD which is very compelling. I used today's pop to take a very nice profit and exit this low conviction name.

XXXXX engagements

Engagements Line Chart

Related Topics $wve $arwr

Post Link

post/tweet::1940419228445642880
/post/tweet::1940419228445642880