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![jfais20 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2786447854.png) Jonathan Faison [@jfais20](/creator/twitter/jfais20) on x 10.1K followers
Created: 2025-07-13 21:44:52 UTC

A few nuggets of interest from Mike's portfolio update $XBI $IBB:

Rolled $VRNA profits into $BPMC for the CVRs 🧐

Wish I'd been as patient with $RYTM (sold last Sept for a double at $51)

Thinks $MREO $RARE will trade higher into final OI results

$CAPR $MIST good example of poor r/r into PDUFA dates

*Reminder we have "Top X Holdings" and "Real-Time Trades" channels in Chat to facilitate idea sharing/constructive criticism for our holdings

![](https://pbs.twimg.com/media/GvxH9Y2aYAA0I9u.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944513383602205036/c:line.svg)

**Related Topics**
[realtime](/topic/realtime)
[$capr](/topic/$capr)
[$rare](/topic/$rare)
[$mreo](/topic/$mreo)
[$vrna](/topic/$vrna)
[$ibb](/topic/$ibb)
[$xbi](/topic/$xbi)
[$bpmc](/topic/$bpmc)

[Post Link](https://x.com/jfais20/status/1944513383602205036)