Investor/trader focused primarily in the biopharma sector. Tweets are not investment advice and are not recommendations of any kind.
Toronto
Joined February 2010
- Tweets61.8K
- Following93
- Followers72.4K
- Likes625
Bio Stocks™ retweeted
$GUTS data in hand, we intend to initiate our De Novo marketing application to the FDA in late Q4 2026, report 12-month results in the first quarter of 2027, and prepare for a potential U.S. launch that would make Revita the first procedural entrant into the single biggest unmet market need in obesity, the post-GLP-1 weight maintenance category.”
$GUTS Fractyl Health's Revita Meets Six-Month Co-Primary Endpoint in Ongoing REMAIN-1 Pivotal Study, With Highly Statistically Significant Reduction in Weight Regain After GLP-1 Discontinuation | Fractyl Health, Inc. ir.fractyl.com/news-releases…
Bio Stocks™ retweeted
$ZURA Exceeds Enrollment Target in Both Hidradenitis Suppurativa (HS) & Systemic Sclerosis (SSc) Phase 2 Studies and Expands Tibulizumab Program.
Topline data from TibuSHIELD expected in Q4, and topline data from TibuSURE expected in 1H'27.
Bio Stocks™ retweeted
$LQDA •Fully resolves all six ongoing lawsuits between the companies
•Maintains uninterrupted access to YUTREPIA® for patients with pulmonary arterial hypertension (PAH)
•Liquidia to pay net $380.7 million in multiple installments in 2026 and 2027, inclusive of payments to resolve antitrust litigation against United Therapeutics
•Strong financial position with $222.7 million in Q3’26 YUTREPIA net product sales (preliminary, unaudited), contributing to $396.1 million in cash and cash equivalents as of September 30, 2026
•Liquidia will continue to advance YUTREPIA and L606 clinical programs as previously outlined
$LQDA Liquidia Announces Global Settlement Resolving All Pending Litigation with United Therapeutics, Ensuring Continued Commercialization of YUTREPIA in PAH | Liquidia Corporation liquidia.com/news-releases/n…
Bio Stocks™ retweeted
BREAKING: “Breaking Bad” actor RJ Mitte, best known for playing Walter White Jr., has reportedly died by suicide at age 34, according to TMZ.
Bio Stocks™ retweeted
Fun bit of biotech history.
BMS acquired Amira in 2011 for $325M upfront for it's lead program against LPA1 for fibrosis. Amira was a "smart chemistry" play founded in 2005, backed by Versant with former Merck founders, including Peppi Prasit. That drug (BMS-986020/AM152) ended up seeing efficacy in Phase 2, but was terminated for hepatobiliary toxicity in 2018.
BMS scientists went back to discovery, armed with SAR from the first gen, and retooled to make admilparant... and here we are nearly a decade later with Phase 3 data.
LPA1 has been a well-credentialed fibrosis target for ages, and today's topline Ph 3 hit is the culmination of a continuous discovery and development campaign against LPA1 spanning over 20 years.
Drug R&D requires playing a very long game.
$BMY Phase 3 ALOFT-IPF Trial Evaluating Admilparant in Adults with Idiopathic Pulmonary Fibrosis Met Primary Endpoint
businesswire.com/news/home/2…
Bio Stocks™ retweeted
2026 Nobel Prize in Medicine awarded for brain research tool called optogenetics statnews.com/2026/10/05/nobe… via @statnews
Bio Stocks™ retweeted
$XBI
Should be a 🌶️ morning tomorrow:
$DFTX — Topline Results from Phase 3 Panorama Study in Generalized Anxiety Disorder.
$CRBP — Conference Call to Discuss Topline Data from CANYON-1 Clinical Trial and the Potential of CRB-913 In Obesity
$CGEM — Virtual Analyst and Investor Event to Showcase Zipalertinib Plus Chemotherapy Phase 3 REZILIENT3 Data
$SMMT — full data re: ivonescimab OS win
Bio Stocks™ retweeted
🧬 Biopharma 𝕏 Weekly Recap 📝
This week in biotech:
Obesity drugs, pivotal readouts, and gene-editing advances drove momentum, while FDA debate, trial setbacks, M&A, and pricing risks shaped sentiment.
See interesting posts/ppl to check out! 👇
@bioinvestor24
$VKTX, $LLY Single Agents Raise the Bar for Amylin Combinations
xitter.cf/bioinvestor24/status/2…
@DoodadDoctor
September–October Biotech Catalysts and HAE Readouts to Watch: $DFTX, $PHVS, $BCRX, $EVMN, $PYXS, $VKTX, $IVVD
xitter.cf/DoodadDoctor/status/20…
@kevin__mak
$QURE: Fewer Risks, Shorter Timeline, Lower Market Cap
xitter.cf/kevin__mak/status/2095…
@yaireinhorn
$BEAM Appoints Former $AMGN Executive as Chief Commercial Officer
xitter.cf/yaireinhorn/status/209…
@TheFoxRadar
$PRME Targets In Vivo Delivery Limits With Split Prime Editors
xitter.cf/TheFoxRadar/status/209…
@Biohazard3737
$ABVX vs. $SRRK: Diverging Valuations Among Biotech Buyout Candidates
xitter.cf/Biohazard3737/status/2…
@JacobPlieth
$ABBV’s ABBV-1480 Plus Chemo Shows 90% ORR in First-Line Squamous NSCLC
xitter.cf/JacobPlieth/status/209…
@WallStSai
$MRK’s Efinopegdutide MASH Readouts in Focus After Phase 2 Study Completions
xitter.cf/WallStSai/status/20937…
@seedy19tron
Court Allows Lebrikizumab References in $NKTR v. $LLY Trial
xitter.cf/seedy19tron/status/209…
@Banana_Oncology
SEC Filings Detail $PSNL’s Deal Negotiations With $TEM and Other Bidders
xitter.cf/Banana_Oncology/status…
@jfais20
$RARE Falls 45% After Hours on Phase 3 Angelman Trial Failure
xitter.cf/jfais20/status/2095273…
@DrSamuelBHume
$NVO’s Semaglutide Improves Healthspan and Lifespan in Aged Female Mice
xitter.cf/DrSamuelBHume/status/2…
@RxRegA
$REPL: FDA Documents Reveal Internal Split Over RP1 Accelerated Approval
xitter.cf/RxRegA/status/20951276…
@wallstengine
$MDT Beats Q1 FY27 Estimates, Raises Outlook and Expands Robotics Push
xitter.cf/wallstengine/status/20…
@GillSharlene
$RVMD’s $39,800 Monthly Daraxonrasib Price Raises Access Concerns
xitter.cf/GillSharlene/status/20…
@semodough
BMO Raises $PTGX Target to $190 on Mimrylo’s Commercial Potential
xitter.cf/semodough/status/20947…
@doepke_michel
$BMY, $NVS, $KYTX and $CABA Highlight CAR-T Manufacturing Trade-Offs in Autoimmune Disease
xitter.cf/doepke_michel/status/2…
@BioStocks
$XAIR’s LungFit GO Receives FDA Breakthrough Device Designation in NTM-PD
xitter.cf/BioStocks/status/20943…
🚨 $BEAM has announced the appointment of Eric Foster as @BeamTx’ new Chief Commercial Officer. Eric Foster’s new role is to lead Beam’s commercial organisation, corporate strategy and to advance the company’s Hematology and genetic disease clinical candidates towards potential commercial launches. As always IMO the most interesting aspect is the big Pharma angle - Foster previously served as senior VP and U.S. general manager at Amgen. Although highly speculative - Foster’s new role might open a door for a future $BEAM - $AMGN collaboration.
ALT BEAM has announced the appointment of Eric Foster as Beam new Chief Commercial Officer. Eric Foster’s new role is to lead Beam’s commercial organisation, corporate strategy and to advance the company’s Hematology and genetic disease clinical candidates towards potential commercial launches. As always IMO the most interesting aspect is the big Pharma angle - Foster previously served as senior VP and U.S. general manager at Amgen. Although highly speculative - Foster’s new role might open a door for a future BEAM - Amgen collaboration.
Bio Stocks™ retweeted
🧬 Biopharma 𝕏 Weekly Recap 📝
This week in biotech:
Cancer vaccine success lifts sentiment, AI investment accelerates, while clinical catalysts,
dealmaking, and GLP-1 pricing drive investor attention.
See interesting posts/ppl to check out! 👇
@Biotech2k1
$INSM, $BBIO, $PTGX, $PRAX highlighted as potentially undervalued biotech opportunities.
xitter.cf/Biotech2k1/status/2093…
@BioStocks
$QNRX: Positive Phase 2/3 QRX003 interim data in Netherton syndrome.
xitter.cf/BioStocks/status/20932…
@bioinvestor24
$VKTX CEO reiterates best-in-class ambitions for VK2735, positioning it against $LLY’s
tirzepatide.
xitter.cf/bioinvestor24/status/2…
@MarcJacksonLA
$XENE to highlight Phase 3 azetukalner data at EEC 2026.
xitter.cf/MarcJacksonLA/status/2…
@adamfeuerstein
$ROIV: FDA approves Lisraya for a rare autoimmune disease.
xitter.cf/adamfeuerstein/status/…
@AuditTheHerd
$TEM: Judge denies motions to dismiss Guardant cases; patent dispute moves to discovery.
xitter.cf/AuditTheHerd/status/20…
@doepke_michel
$CELC submits REVTORPYK sNDA for PIK3CA-mutant breast cancer.
xitter.cf/doepke_michel/status/2…
@Franca_ole
$SGMOQ/$SGMO: Equity Committee cites potential bidder emails in push to extend the bid
deadline.
xitter.cf/Franca_ole/status/2092…
@yaireinhorn
$CRSP: ARK sees $5B CASGEVY revenue potential vs. $1–2B Wall Street consensus;
highlights CTX310 upside.
xitter.cf/yaireinhorn/status/209…
@seedy19tron
$BHVN: Asset deal raises questions over returns on invested capital and capital allocation.
xitter.cf/Lord_of_Biotech/status…
@BreakoutBiotech
$ABCL: Insiders buy 147K shares, totaling ~$1.5M over two weeks.
xitter.cf/BreakoutBiotech/status…
@kainvests
$IOVA: Bullish trend continues with guidance, ESMO data, UK approval and lung cancer
readout ahead.
xitter.cf/kainvests/status/20921…
@HOThomasWPhelps
$ACRS, $CRVS: ITK inhibitor selectivity may differentiate viral AE risk and safety profiles.
xitter.cf/HOThomasWPhelps/status…
@DrToonces
$QURE: Four-year AMT-130 data, US BLA and UK filing expected by Q3-end.
xitter.cf/DrToonces/status/20915…
@FidelisAurelius
$RLAY: Diarrhea and Grade 3/4 neutropenia rank as key treatment-choice risks for oncologists
and patients.
xitter.cf/FidelisAurelius/status…
@Andre_AGTC
$MANE: Insider selling follows lockup expiration ahead of two H2 clinical readouts.
xitter.cf/Andre_AGTC/status/2091…
@VivekSubbiah
$RVMD: The FDA just approved the first targeted therapy for metastatic pancreatic cancer!
xitter.cf/VivekSubbiah/status/20…
ITK Inhibitor Selectivity Key to Viral AE Risks
$ACRS $CRVS #ITK #RLK #TXK #JAK
ITK inhibitor drug profiles will likely matter significantly and may be VERY different in virus risk to patients ⤵️
$CRVS ITK-selective inhibitor #soquelitinib - spares key #NK + #Th1 cell types and enhances #CD8+ for viral surveillance - likely low risk for viral AEs
$ACRS oral ITK inhibitors are more potent and less selective, their MOA shown to reduce CD8+, NK cells and Th1 cells which protect against viral infection and thus would expect viral infections (i.e, EBV, Zoster, etc) may emerge with these therapies:
- ATI-2138 #modzatinib tri-inhibitor inhibits ITK/RLK(TXK)/JAK3 and shown to reduce NK and CD8+ cells - likely high risk for viral AEs
- ATI-9494 is a dual ITK/RLK(TXK) inhibitor and reduces Th1, CD8+, NK cells - likely high risk for viral AEs
Understanding MOA differences between ITK inhibitors in development and what T-cell subtypes are being affected will be essential to understanding safety, AE profiles in this developing space.
Bio Stocks™ retweeted
$IVVD Cantor new note PT $10 Covid tracker DECLARATION study is likely in its final weeks of patient data collection. seeing more hotspots emerge nationally, including in regions where IVVD has active clinical sites — a dynamic view as a positive signal ahead of the upcoming data readout.
Bio Stocks™ retweeted
🧬 Biopharma 𝕏 Weekly Recap 📝
Last week in biotech:
Cancer vaccine success lifts sentiment, AI investment accelerates, while clinical catalysts, dealmaking, and GLP-1 pricing drive investor attention.
See interesting posts/ppl to check out! 👇
@Banana_Oncology
$BLSM BH-30643 shows broad EGFR activity; liver toxicity remains a key risk.
xitter.cf/Banana_Oncology/status…
@DeepSouthDoctor
$SLS slow event accrual raises concerns placebo survival may be outperforming expectations.
xitter.cf/DeepSouthDoctor/status…
@PearlF
$BMY buys $NVDA Vera Rubin SuperPOD as AI cuts drug development timelines by 20%–30%.
xitter.cf/PearlF/status/20896390…
@AIStockSavvy
$HIMS CEO defends against FTC lawsuit, predicts GLP-1 prices could fall to $40–$50 monthly.
xitter.cf/AIStockSavvy/status/20…
@KobeissiLetter
$MRNA surges 110% after reporting positive Phase 3 results for a personalized cancer vaccine.
xitter.cf/KobeissiLetter/status/…
@Pharmdca
$IVVD Phase 3 readout draws attention amid $MRNA surge and broader biotech momentum.
xitter.cf/Pharmdca/status/209008…
@TheFoxRadar
$PRME BMO initiates Outperform coverage with $9 target; lead program readouts expected in 2027.
xitter.cf/TheFoxRadar/status/209…
@doepke_michel
$IONS to present new severe hypertriglyceridemia data at ESC 2026.
xitter.cf/doepke_michel/status/2…
@WallStSai
$MDGL institutional ownership reaches record highs at the end of Q2 2026.
xitter.cf/WallStSai/status/20899…
@BioStocks
$HOWL announces merger with Ambros Therapeutics and oversubscribed $150M private placement.
xitter.cf/BioStocks/status/20907…
@Andre_AGTC
$INSM Darwin cut its stake 65% in Q2; $BLTE position draws attention next quarter.
xitter.cf/Andre_AGTC/status/2091…
@adamfeuerstein
$MRK $MRNA personalized cancer vaccine meets Phase 3 melanoma endpoint; detailed data pending.
xitter.cf/adamfeuerstein/status/…
@tejada444
$NKTR Lancet study supports rezpeg’s Treg-based approach in atopic dermatitis; Phase 3 underway.
xitter.cf/tejada444/status/20912…
@AuditTheHerd
$TEM Personalis merger carries $76.8M termination fee; failed deal could disrupt commercial partnership.
xitter.cf/AuditTheHerd/status/20…
@TohJah7809
$TWST insider sells 14,000 shares for $1.8M, retains 76,000 shares.
xitter.cf/TohJah7809/status/2091…
@JackPrescottX
$ABCL NK3R antibody shows encouraging four-week hot flash data; 12-week results pending.
xitter.cf/JackPrescottX/status/2…
🚨🚨🚨BREAKING CANCER NEWS! 🚨🚨🚨
Merck $MRK and Moderna $MRNA personalized mRNA cancer vaccine slowed the return of melanoma and its spread to other parts of the body in a Ph3 clinical trial.
No data disclosed yet, but the study was stopped for positive results at the first interim analysis.
Magnitude of benefit TBD, but this is a potentially huge breakthrough for cancer patients and the use of mRNA to treat cancer.
Read STAT's story from @matthewherper and @angRchen
statnews.com/2026/08/19/mrna…
Bio Stocks™ retweeted
$OCUL BofA $OCUL as a 2026 top pick with a Buy $27 PT hosted OCUL's CEO &CSO to discuss the ongoing Axpaxli NDA filing process their thoughts on commercial strategy
NDA filing in wAMD is on track for 4Q with FDA alignment on an approval path based on the single SOL-1 pivotal study
SOL-R will be key for ex-US approvals (1Q28e); Discussions with global regulators are ongoing
Bio Stocks™ retweeted
Not just the biggest $ move in the history of biotech, but also the biggest % move in the history of the S&P500!
By a very wide margin too, and nearly 2 decades since the distant 2nd place had its day in the sun.
Good to see data backing up that this $MRNA move was actually as crazy as it felt!
The biggest single day market cap move in the history of all of biotech (ever!!!) came from an adjuvant melanoma trial with 50% revenue share economics 😅
I can’t even begin to wrap my head around what we saw today 🤣
$MRNA
Bio Stocks™ retweeted
🧬 Biotech Weekly News
Largest single-day stock moves during the week ending 08/14/26
🟢
$ABCL 35% Positive Phase 2 Results for ABCL635
$SLN 29% Positive Results Divesiran Trial
$IPHA 28% Advance Lacutamab Towards Phase 3
$OMER 27% Q2 2026 Financial Results
$MREO 15% Option & License Agreement for Alvelestat
🔴
$SION -91% Topline Data from Development Programs
$TENX -90% Topline Results Phase 3 Trial
$PDSB -64% Strategic Refocus on PDS0301
$OTLK -19% Pricing of $55 Million Public Offering
$ABEO -15% Q2 2026 Financial Results
See image below.
$ABCL Announces Positive Top-Line Phase 2 Clinical Trial Results for ABCL635, Demonstrating Significant Reduction in Frequency and Severity of Vasomotor Symptoms and a Favorable Tolerability Profile
businesswire.com/news/home/2…
Bio Stocks™ retweeted
🧬 Biopharma 𝕏 Weekly Recap 📝
This week in biotech:
Regulatory catalysts drive rare-disease buzz, gene-editing platforms regain focus, oncology readouts approach, while inflammation combos and commercial updates shape sentiment.
See interesting posts/ppl to check out! 👇
@Banana_Oncology
$BLSM: Long Position Initiated Following Pre-Phase 1 Watch.
» xitter.cf/Banana_Oncology/status…
@peter_mantas
$REPL AA Decision Compresses $QURE Regulatory Risk Discount, Shifting Focus to 75% PoS.
» xitter.cf/peter_mantas/status/20…
@JCanNuSH
$NVO: Zenagamtide Phase 2 Papers Published in Lancet, SC Discontinuations Linked Largely to Nausea and Vomiting.
» xitter.cf/JCanNuSH/status/208565…
@BioValues
$BOLT: BDC-4182 Gastric Cancer Update Expected With Earnings Next Week, Q3 Data Ahead.
» xitter.cf/BioValues/status/20857…
@chuminhua432
Transcenta to Sell CDMO Assets to WuXi Biologics for RMB190M, Refocus on Core Drug R&D.
» xitter.cf/chuminhua432/status/20…
@DeepSouthDoctor
$RARE: Two PDUFAs and Key Phase 3/2b Readouts Set Up Catalyst-Heavy 2H26.
» xitter.cf/DeepSouthDoctor/status…
@HOThomasWPhelps
$CRVS: Soquelitinib Targets Upstream ILC2 Pathway in Asthma and Atopic Dermatitis.
» xitter.cf/HOThomasWPhelps/status…
@Franca_ole
$SGMO: Chapter 11 Auction Puts Strategic Value of Zinc-Finger and Delivery Platforms in Focus.
» xitter.cf/Franca_ole/status/2085…
@yaireinhorn
ReCode Therapeutics Announces CFTR Gene-Editing Collaboration; Partner Speculated to Be $PRME.
» xitter.cf/yaireinhorn/status/208…
@doepke_michel
$RVMD: Elironrasib Combo Shows 2 CRs in N=39; Daraxonrasib Access Expands Across U.S. Sites.
» xitter.cf/doepke_michel/status/2…
@DrSamuelBHume
$LLY: Lilly Expands Combination-Trial Strategy Across Crohn’s Disease, Ulcerative Colitis and Other Inflammatory Disorders.
» xitter.cf/DrSamuelBHume/status/2…
@Pharmdca
$ARDX: Cuts 2026 IBSRELA Revenue Guidance to $350–370M; Pulls Long-Term XPHOZAH Guidance.
» xitter.cf/Pharmdca/status/208546…
@jfais20
$ALXO: Novel EGFR ADC Initial Safety Data Expected in 2H26.
» xitter.cf/jfais20/status/2085342…
@GeneInvesting
$NTLA: Major Update Adds Confidence Around Patient Enrollment.
» xitter.cf/GeneInvesting/status/2…
@BioStocks
$LRMR: Rolling BLA Underway for Accelerated Approval; $156M Cash Position.
» xitter.cf/BioStocks/status/20845…
@WallStSai
$MDGL: Wolfe Research Upgrades Madrigal to Outperform, Sets $605 Price Target.
» xitter.cf/WallStSai/status/20845…
$RARE - bought full position. I think it's undervalued even if attributing minimal worth to the pipeline. An explosive 2H26 coming with 2 PDUFA dates - this month and next - and Ph3, Ph2b readouts in Q4 for Angelman and Wilson diseases. Seems like they have LOTS of room to run.
Bio Stocks™ retweeted
$CAPR FDA deramiocel review:
"The study did not meet its pre-specified primary and secondary efficacy endpoints showing no statistically significant difference between deramiocel and placebo at 12 months."
Furthermore"
"After completion of the randomized, double blind part of Study HOPE-3 and during Study HOPE-3-OLE (where all patients were treated with deramiocel), changes were made to the pre-specified statistical analysis plan (SAP), generating at least 2 additional versions. Those changes included modifications to the primary and key secondary endpoint definitions; the analytical methods; and the data imputation strategy for certain intercurrent events. FDA noted that the Applicant’s final analyses presented in the BLA submission included additional statistical changes without an associated, updated SAP. The final version of the SAP (v. 3.0), dated November 24, 2025 was not submitted to FDA for review prior to BLA submission and was not discussed and consequently not agreed upon."