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[$snys](/topic/$snys)

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"Ive been meaning to tweet this for a while but kept forgetting. Right after $NKTR released REZOLVE-AD ph2b data H.C. Wainwright and BTIG reiterated BUY ratings with $XXX and $XXX PTs respectively. Keep in mind this was before: 1- The $LLY lawsuit progress 2- $SNYs amlitelimab ph3 failure 3- Rezpegs deepening efficacy at XX weeks Yall arent ready for whats coming. Biotwitter hasnt thanked you enough GOAT @A_May_MD"  
[X Link](https://x.com/byebyegoodguy/status/1973532842878534107) [@byebyegoodguy](/creator/x/byebyegoodguy) 2025-10-01T23:37Z XXX followers, 5419 engagements


"$SNY's anti-TNFalpha-OX40 dual-targeting nanobody rocks in hidradenitis supp with unprecedented p2 HiSCR75 delta of XX% (cf $MLTX's dual targeting-nanobody 29%)"  
[X Link](https://x.com/RNAiAnalyst/status/1968219253297066113) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-17T07:43Z 20.5K followers, 11.2K engagements


"On todays #BiotechHangout @MatteisPaul @SamFazeli8 @JMaraganore @soowannaway (Graig Suvannaveijh) discuss the $XBI & sector performance drivers $SNYs X% stock dip despite Ph3 eczema success $INSMs incredible year & readthrough from $UTHRs Ph3 IPF data Corsera Health $50M launch #ESC2025: $IONS & $ARWR ApoC3 data ASO vs RNAi discussion tracking upcoming data: big year for AD readouts plus QUREs AMT-130 $HRMYs ZYN00 #WCLC25: $SMMTs ivonescimab & $AZNs FLAURA2 $AXSM AXS-05/Auvelity expected sNDA submission plus discussion themes: obesity readouts - is obesity a zero sum game biomarkers - do"  
[X Link](https://x.com/BiotechCH/status/1963950153967993086) [@BiotechCH](/creator/x/BiotechCH) 2025-09-05T12:59Z 15.1K followers, 5281 engagements


"And one more thing - I do hear the argument "well $SNY traded down because P3 efficacy got worse compared to P2. Couldn't the same thing happen to $NKTR" Sure it could but $SNY's efficacy decayed almost entirely due to higher placebo response rates in P3 compared to P2 jumping from XX% to 19%. $NKTR's P2b pbo rate was already XX% - just X points off of where $SNY's P3 ended up. $NKTR is in a *fantastic* spot to be able to reproduce a P3 EASI75 delta in the same range as their P2's was. If that happens this will be a biotech "phoenix from the ashes" story of the ages Last time I'll say it. I"  
[X Link](https://x.com/A_May_MD/status/1963715974495928523) [@A_May_MD](/creator/x/A_May_MD) 2025-09-04T21:29Z 17.5K followers, 40.1K engagements