avidresearch @avidresearch
Joined October 2009-
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Bodes well for oral I&I launches ? $CRVS
$PTGX $JNJ Icotyde by end of year runrate will be approaching 1+Billion runrate ??
Welcome back!!
$TNGX just raised $600M near 52 wk high.
$SMMT pulled its proposed $500M offering "due to market conditions" sec.gov/ix?doc=/Archiv…
Erica Frazier Stum died at 33 of cervical cancer—a disease a vaccine could have prevented. HPV vaccination reduces cervical cancer risk by up to 80%. Australia is on track to eliminate cervical cancer entirely. Yet only 63% of U.S. teens are up to date on the vaccine. Read this powerful piece by @LizSzabo. cidrap.umn.edu/human-papillom…
@JRyan_1981 Absolutely, $NVO as well given its cardio metabolic focus.
$NVS for $MLYS makes so much sense given their focus on CV (Entresto)
$NVS “We are always looking for opportunities that fit our core therapeutic areas… We want to do deals that make sense, and we have the capital to be able to do that” $MLYS is especially relevant because CV and renal medicine are among $NVS's core therapeutic areas BO soon?
$ABVX Not sure why this is not trading at >$130 BioX already adjudicated each case in excruciating detail well ahead of company upcoming safety update. Let’s go…
$MLYS imho nice opportunity to add last week on weakness on royalties buyback - listen to first 3 minutes @gs - one of cleanest buyout stories in #Biotechs ??? Should be move up quickly back to 3 handle as recent sell off makes no sense
$MLYS Still listening but I like this guy from MLYS. This company is ready to be in the hands of BP-all opex easily synergized. Pleasantly surprised by the directness of questions and the way MLYS answered all of them.
$SNY can now buy $NKTR or $CRVS
Riliprubart was one a few Ph3 trials for $SNY and was expected to one of the €2-€5 Billion peak sale drugs
2 quotes I jotted down but whole thing worth listening too. $MLYS CEO re: buying back royalty "whether alone with a partner or if someday a company wanted to acquire us, in either case it builds value" CFO: "buying back the uncapped royalty is not incongruent with a BD strategy"
We will be participating in a fireside chat at the Goldman Sachs 47th Annual Global Healthcare Conference this afternoon, Tuesday, June 9 at 2:40pm ET in Miami. Additional details and webcast link can be found here: ir.mineralystx.com/news-events/pr… $MLYS
I also liked $MLYS CEO's points on the $500 mil debt deal. It's really only $100 mil with $400 more available post fda approval. Can read into it they think it's better than an equity raise later and none of it matters anyway if they are acquired prior to or right after approval.
@bradloncar It’s seems like personalized treatments are making a comeback ($MRNA melanoma study will read out this year and might reignite the space).
Absolutely love this concept. Hope this translates in clinic.
𝐅𝐫𝐨𝐦 𝐋𝐮𝐧𝐝: @AsgardThx aims to turn tumor cells into a type of dendritic cell inside the body with that the immune system can learn the tumor's signature and fight it systemically. Full video: biotechtv.com/post/asgard-th…
@kinatsofrim Think they already reached needed events (101 events) ?
$KPTI EC topline likely in July or August. CMO clarified mid 26 implies before September (“it’s already June, so soon”)
$DTIL Oppenheimer Initiates Coverage On Precision BioSciences with Outperform Rating, Announces Price Target of $20
Funny how both SpaceX and $TSLA are always valued based on “blue sky” scenarios
SpaceX TAM is $28.5T according to Susquehanna
@STL_Biotech Don't understand these lofty valuations. GSK couldn't find a better R/R than NUVL ??? GSK will likely take impairment charge in a few years just like BMY did.
@financebully 2027 with MUM launch and adjuvant/neo adjuvant catalysts lurking, would have offered a better timing for a raise. With ya on that.
$IDYA to be fair, they likely wanted to raise after MUM Top-line. Just a slightly delayed raise. Hopefully they are done for a while.
$IDYA Announces Pricing of $300 Million Offering of Common Stock and Pre-Funded Warrants. $27 per share. prnewswire.com/news-releases/…
Brad Loncar @bradloncar
82K Followers 367 Following #Biotech, Founder of @BiotechTV, KC native, @univmiami hurricane.🧬🙌
Adam Feuerstein ✡�... @adamfeuerstein
127K Followers 798 Following Biotech reporter @statnews. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously. On Signal: stataf.54
dough @semodough
43K Followers 634 Following BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me
Bio Stocks™ @BioStocks
72K Followers 93 Following Investor/trader focused primarily in the biopharma sector. Tweets are not investment advice and are not recommendations of any kind.
Dirk Haussecker @RNAiAnalyst
22K Followers 562 Following Wannabe biotech billionaire with a stock trading focus on nucleic acid-based and -targeted biotech. Fiercely independent. https://t.co/dfLqOuH7Uh
Persimmon Tree Invest... @PersimmonTI
11K Followers 200 Following “The fault, dear Brutus, lies not within the stars, but in ourselves, that we are underlings.”
Jacob Plieth @JacobPlieth
33K Followers 285 Following Journalist @ApexOnco. The Wolverine Of Biotech / Mr ASH. Never paid for a blue tick. Interested in: oncology. Not interested in: what stock you bought today.
Jonathan Faison @jfais20
12K Followers 358 Following Founder of the ROTY Community (500+ investors & traders) | Biotech Hobo | Not Prince Harry. Proverbs 21:31
Kaushik @WisemanCap
114K Followers 951 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content | Substack - https://t.co/fS1UMaMssA
HODOR @Maximus_Holla
58K Followers 1K Following Swing & day trader Tweets are my opinion only and not a recommendation to buy or sell any security. I don't Have any subservice/ WhatsApp group /Telegram group!
Professor Oak @Prof_Oak_
14K Followers 771 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
DRUGS @drug_smolecules
9K Followers 569 Following ☣Femtomolar potency poems and limericks ☣Oceanic Boundlessness (p=0.0001)
Sheff @SheffStation
93K Followers 112 Following Bio Investor, Entrepreneur, Philanthropy, Dad. Insta: Sheffbiotech. Get it Done! Not InvestAdvice! @VIPSheffTrades-https://t.co/jw2hZa7L7S
Adam Singer @AdamSinger
89K Followers 2K Following VP marketing @AdQuick. Philosophy/culture blogger. Music composer
Bios_n_Techs @Bios_n_Techs
10K Followers 358 Following Investor with bios & tech focus. Tweets are my opinions only and not investment advice. May have positions short or long term on stocks I tweet.
Peter Suzman @Biomaven
9K Followers 3K Following Long-time small-cap biotech investor & entrepreneur - currently co-founder of biotech startup. Perennial loser in New Yorker caption contest.
Kingnier @Kingnier1
0 Followers 11 Following
Steven Bottini @BottiniSirenia
2 Followers 34 Following
Biotech Account @BiotechAccount
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CEO Tesla E.musk @elontesl664
25 Followers 1K Following
Karen Myers @Showmetheblood
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Charlie @biorarediseases
19 Followers 101 Following
_Black Sequoia_ @_BlackSequoia_
230 Followers 385 Following I'm a tall and sturdy tree. Something quite rare in the universe.
Charlotte Chow @CharlotteC25254
2 Followers 13 Following
Clarence Hu @panabee
1K Followers 625 Following Founder of https://t.co/7SvowNvKgW and https://t.co/JEOmdXCbLV. I fail to succeed.
PelsjagersFC @PelsjagersFC
15 Followers 151 Following
Xylometazoline Addict @BubuFiend
39 Followers 19 Following Never Short, No Options, No Leverage. Long Only.
YourBiotechFriend @YourBiotechFrnd
2 Followers 45 Following
Bull @bulltinib
4 Followers 113 Following
Shayne Holland @shayne_holland8
247 Followers 275 Following
Jason @someopenwindow
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William Utley @BillUtley
357 Followers 6K Following This and That and There. RT's may or may not be endorsements.
Apple ID @CallieAppleMont
288 Followers 8K Following
A @A34637172
117 Followers 1K Following
kate finny @katefinnytiks
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Onion Stocks @OnionStocks
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Elon The Astral @elontheast2026
33 Followers 999 Following
blue balloons @blueballoons250
0 Followers 41 Following
reale montreal @elan662
53 Followers 52 Following
James Ryan @JRyan_1981
30 Followers 70 Following #1 open label hater. Everything I say is my own opinion, do your own research
CommonSenzz @CommonSenzz1
958 Followers 5K Following Rule of law, KARMA, FAFO and what comes around goes around. Dont DM me, not joining illumanati. I follow back non fake elon accts. NO ONE IS ABOVE THE LAW.
Philipp Knyphausen @LeDillingeur
118 Followers 656 Following Scientist Genomic Medicine @BayerPharma Previously Postdoc @hollfelderlab, @Cambridge_Uni
deathTouch @deathtouch2k
1K Followers 150 Following Ex-Pro Gamer → Medicine → Life Sciences HF CIO. Better drug access via capital allocation. Personal views. Not advice. May hold/trade names.
Active Learner @GrowthInGrace
236 Followers 999 Following Never give up, great things take time. Follow ⚔️Endorsement | Follow me if you like my tweets
stephen wheeler @560slrun
13 Followers 119 Following
Bheafey97 @Bheafey97
338 Followers 857 Following
DumbMoney @Dumb_Money_
54 Followers 636 Following
JeffNNN @JeffNNNG
60 Followers 154 Following
Max Gruben @GrubenMax
4 Followers 160 Following
Brad Loncar @bradloncar
82K Followers 367 Following #Biotech, Founder of @BiotechTV, KC native, @univmiami hurricane.🧬🙌
Adam Feuerstein ✡�... @adamfeuerstein
127K Followers 798 Following Biotech reporter @statnews. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously. On Signal: stataf.54
Bertrand Delsuc @BertrandBio
19K Followers 234 Following Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & 10y following bios. Preplanned pause.
dough @semodough
43K Followers 634 Following BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me
Bio Stocks™ @BioStocks
72K Followers 93 Following Investor/trader focused primarily in the biopharma sector. Tweets are not investment advice and are not recommendations of any kind.
Dirk Haussecker @RNAiAnalyst
22K Followers 562 Following Wannabe biotech billionaire with a stock trading focus on nucleic acid-based and -targeted biotech. Fiercely independent. https://t.co/dfLqOuH7Uh
Persimmon Tree Invest... @PersimmonTI
11K Followers 200 Following “The fault, dear Brutus, lies not within the stars, but in ourselves, that we are underlings.”
Jacob Plieth @JacobPlieth
33K Followers 285 Following Journalist @ApexOnco. The Wolverine Of Biotech / Mr ASH. Never paid for a blue tick. Interested in: oncology. Not interested in: what stock you bought today.
Sports_Bios @Sports_bios
14K Followers 87 Following
Jonathan Faison @jfais20
12K Followers 358 Following Founder of the ROTY Community (500+ investors & traders) | Biotech Hobo | Not Prince Harry. Proverbs 21:31
Kaushik @WisemanCap
114K Followers 951 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content | Substack - https://t.co/fS1UMaMssA
HODOR @Maximus_Holla
58K Followers 1K Following Swing & day trader Tweets are my opinion only and not a recommendation to buy or sell any security. I don't Have any subservice/ WhatsApp group /Telegram group!
Biotech Jim @JamesEKrause
13K Followers 612 Following phd biochem, not ichthyol; prof neurobiol, biotech entrepreneur, neurogeek, inventor, environmentalist focused on sustainability, also ERoEI. #neurosteroids
Professor Oak @Prof_Oak_
14K Followers 771 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
DRUGS @drug_smolecules
9K Followers 569 Following ☣Femtomolar potency poems and limericks ☣Oceanic Boundlessness (p=0.0001)
Adam Singer @AdamSinger
89K Followers 2K Following VP marketing @AdQuick. Philosophy/culture blogger. Music composer
Elmo @BiotechElmo
5K Followers 336 Following
Xylometazoline Addict @BubuFiend
39 Followers 19 Following Never Short, No Options, No Leverage. Long Only.
Joey @suspendedJoey
5K Followers 363 Following Fullständig tomteverkstad | L/S Biopharma | Views are my own personal opinion and should not be considered as investment advice
deathTouch @deathtouch2k
1K Followers 150 Following Ex-Pro Gamer → Medicine → Life Sciences HF CIO. Better drug access via capital allocation. Personal views. Not advice. May hold/trade names.
MS @milo1234u
10 Followers 24 Following
Geoffrey Gewurz @GG57TLV
201 Followers 146 Following Investor for 40+ years. Focused on markets, trading, long-term compounders, precision medicine, and diagnostics. Caris shareholder. Personal views only.
Myrna Pogues @Myrnapogues
83 Followers 587 Following The God you serve is greater than the problems you encounter. Weed is life.
OldGrape @OldgrapeX
372 Followers 142 Following Biotech Trader & Investor. Track my trades at https://t.co/6PmXSZqpMs
Bull Stock Picks @Bullstkpicks
1K Followers 787 Following
greybio @greybio1
6 Followers 23 Following
Mehul Behera @mehulbehera0
20 Followers 50 Following
Matt Caruso, CFA, CMT @Trader_mcaruso
64K Followers 1K Following Record-breaking investor - US Investing Championship Top Performer - Former Market Maker and Professor - Unparalleled Membership https://t.co/DAWmY9DqTF
Michael Weintraub, MD @MWeintraubMD
6K Followers 862 Following Endocrinologist & Clin. Asst. Prof. @NYULangone | @WeillCornell and @Sloan_Kettering endocrine fellow alum. ABOM Diplomate. Opinions = own
Biotech FQ @BiotechFQ
341 Followers 125 Following #Biotech #GeneEditing #AI #IPSC #Neuroscience #Epigenetics #TPD
M @RiskInhibitor
217 Followers 82 Following Degenerate gambler, nothing more. I gamble on drugs. Sometimes I make up little stories in my head about what the drugs do. It helps me sleep at night.
FWCStocks @FWCStocks
522 Followers 103 Following
Biotech_hunter @biotech_hunter
683 Followers 2K Following Former physician and biotech VC/HF analyst now managing personal capital and publishing my own diligence for the enjoyment of other biotech investors/traders
Jon Stark of House Bi... @Jonny_fun_guy
1K Followers 2K Following Biotech is dark and full of errors. just because some random on x said something doesn't mean it's accurate, think for yourself..
MidCurveCapital @midwit_capital
2K Followers 2K Following Forward Deployed Shitposter / Just midcurving / I own 0.1% of Personalis
Matthew Kirshner @MattyKirsh
3K Followers 906 Following Biotech venture creation @Ferment; Ex-@Ginkgo. Off-the-cuff takes on biotech, venture, & splitboarding . Bridging NY / MA / MT. not investment advice 🧬🏔️🦠
Simon Russo @SimonRusso__
6K Followers 19 Following Traded belly-button lint into ~$500M. In new Market Wizard book. 🪞 'Markets are Mirrors'
Kelvin Chiu @KC_SilverCape
4K Followers 1 Following Commodities & macro trader. Principal of SilverCape Investments.
Positive Equity @Positive_Equity
4K Followers 67 Following Contact us to find out how we can help take your career in the markets to the next level. Whether you are an experienced trader or a newbie, we can get u there.
Rick Bandazian Jr. @Off_The_Tape
5K Followers 0 Following Event-Driven | Global Macro | https://t.co/HEAmDeGJlQ | Framework in 5mins: https://t.co/UXW65YSwKt | not inv advice and blah blah blah
chartfanatics @chartfanatics
17K Followers 31 Following The Home of Verified Profitable Trading Strategies for FREE👇
Biotech Pharma Invest... @Stmkrs
518 Followers 160 Following MD. Biotech investing. SA author. I also post in X and substack
Sneha Suresh @Sneha_Suresh_
80 Followers 246 Following Scientist | Genome Editing | Biotech | Views are my own
Prof @TheProfInvestor
122K Followers 260 Following Investment Strategist. Financial & Technical Analysis. Capital Allocation & Risk Management NFA My buy & sell🡲 https://t.co/Q78qAsUb6X
Peter Kolchinsky @PeterKolchinsky
64K Followers 183 Following Managing Partner, RA Capital Management. We build & invest in biotech companies. Scientist. Author, The Great American Drug Deal. https://t.co/ARVLrrTQU4
DiscussingFilm @DiscussingFilm
3.0M Followers 825 Following Your leading source for quick reliable news. Home for healthy and liberating discussion on all things pop culture. (Affiliate links shared earn us commissions)
Mindreader Biotech @MindreaderBio
101 Followers 89 Following PhD (molecular biology) + MD Bridging Science and the Markets in Biotechnology
Aight App @AightApp
818 Followers 5 Following The iOS app to manage all your AI agents. Connects to your OpenClaw, Hermes, Claude Code and Codex . https://t.co/2nvQyvspZx
AnonStatSci @AnonStatSci
4 Followers 1 Following
Jason Berry | MrConsi... @JasonHBerry
1K Followers 22 Following Co-founded Positive Equity in 2008. Built alongside partners and traders who raised the bar. Still here. Risk first. Ego last.
Jeffrey Epstein’s I... @epsteinsintern
3K Followers 34 Following Retired Financier. Misunderstood Philanthropist. Island enthusiast. 🇮🇱
Jimmy McCambridge @JimmyMack0320
3K Followers 595 Following I’m a good faith acting Moderate Democrat from ORL,FL. That's my wife @Kavi4u in the pic with me. If you’re a NPC(or act in bad faith)don’t follow.
Shining Science @ShiningScience
131K Followers 22K Following Sky above, science within — your guide to the universe.
Donovan Jackson @TheDonInvesting
4K Followers 112 Following Editor @TheChartReport Analyst @StockMktTV
Bottom Up Equity @BottomUpEquity
2K Followers 1K Following Investor / Analyst / MSc Finance / No Advice
Chorus.com @chorus_agent
70K Followers 8 Following Building the Agent Operating System. Announcement Soon.
Kevin Mak @KevinLMak
29K Followers 55 Following Teaches economics and investing at Stanford GSB. Special sits HF mgr. https://t.co/kiKMwr0H4y || Not Financial Advice
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