PropThink @PropThinker
Biotech insights. Not investment or medical advice. Disclaimer: https://t.co/OFEnUbtgW0 propthink.com Joined June 2012-
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$SLDB doing a financing at ~0EV isn't helping bio get over this hump. $XBI investors get hosed even when early data seems promising
Patients using GLP-1 globally across T2D/obesity has grown from approx. 7M in 2021 to nearly 20M by November 2024. $NVO is global market share leader with 63%. $LLY 34%. Figures include older versions lira/dula/exen, as well as newer sema/tirz. $VKTX $AMGN $PFE $MTSR $AZN
LEK Consulting makes case that anti-obesity landscape moves into fragmented pathway, with distinct lines of therapy tailored to specific patient groups. lek.com/insights/hea/u… Relevant example: $VERU in sarcopenic obesity
$SRRK $BHVN $VERU $KROS $REGN $LLY
GLP1Ra-based therapies and DXA-acquired musculoskeletal health outcomes: a focused meta-analysis of placebo-controlled trials
Overlooking $NVO botched ambitious expectations for CagriSema, weight loss results look similar to $LLY tirzepatide. GI tolerability/disc. rates still unknown. Novo has scope for improvement with titration. Seem to have competitive drug that is > sema alone. Source: Cantor
$IRWD ahead of $ZEAL in SBS after news of today's CRL and more trials needed. IRWD NDA Q1-25. Apraglutide (1x/week) less efficacious than glepaglutide (2x/week). However, apraglutide sample size is much larger at n=110. Neither seems likely to take share from $TAK Gattex.
@nomlastew Pre-funded warrants. Different from the traditional warrants that are dilutive. Funds commonly use pre-funded warrants to stay below ownership limits (4.99% or 9.99%) and not be "affiliates".
Avidity, Soleus and Perceptive Advisors already in the name. $MSCL $MSCLF $MSCL.TO Stock has doubled so far in Q4. Money needed for planned Phase 2 in DMD. ir.satellos.com/news/news-deta…
RTW Bio investor day 2024 talk highlights obesity, including RTW's newco Kailera (private), $LLY $NVO $VKTX $GPCR $ZEAL and many more. rtwfunds.com/news-events/ne…
Catch replay/transcript of DMD KOL call. Topics discussed: -challenges faced by gene therapy & exon skippers $SRPT $PTCT $WVE -how $MSCL $MSCLF is shifting treatment focus beyond dystrophin replacement -fit for unconventional approaches $CAPR $EWTX propthink.com/duchenne-kol-c…
Free DMD KOL call: Wed, Dec 4 @ 2PM ET Topics: -need for new approaches with functional benefits -navigating therapeutic landscape $SRPT $EWTX $WAVE $CAPR $SLDB -Why $MSCL.TO $MSCLF small molecule focused on muscle regeneration unlocks new understanding propthink.clickmeeting.com/duchenne-kol-i…
Free DMD KOL call in an hour @ 2PM ET discussing FDA’s stance on conventional oligo/gene therapy for DMD $SRPT $WAVE $SLDB and novel approaches from $EWTX $CAPR $MSCL.TO $MSCLF Register here to attend: propthink.clickmeeting.com/duchenne-kol-i…
Free DMD KOL call: Wed, Dec 4 @ 2PM ET Topics: -need for new approaches with functional benefits -navigating therapeutic landscape $SRPT $EWTX $WAVE $CAPR $SLDB -Why $MSCL.TO $MSCLF small molecule focused on muscle regeneration unlocks new understanding propthink.clickmeeting.com/duchenne-kol-i…
👀👀 $MSCL $MSCLF 6 different sell-side investor conferences (Oppenheimer, Jeffries, Stifel, Guggenheim, Cantor Fitzgerald, HCW) in the last three months.
Satellos will participate in @Oppenheimer Movers in Rare Disease Summit on December 12, 2024 in New York City. Our CEO, @frank_satellos, will participate in a fireside chat at 9:50 am ET titled, “Polypharmacy in DMD and Neuromuscular Disease.” Read the release here:
Wednesday, December 4th, 2024 @ 2PM ET we will host a DMD KOL call to talk about the landscape in Duchenne, what others are doing $WVE $EWTX $CAPR, and get thoughts on $SRPT, exon-skipping, gene therapy and the role Muscle Stem Cells may play in the pathology of DMD. $MSCL $MSCLF
Satellos is pleased to participate in a Duchenne KOL Investor Webinar on December 4, 2024. Don’t miss this deep dive into our novel small molecule therapeutic approach in development for the treatment of Duchenne muscular dystrophy. 🔗 Read more and register here:
Free DMD KOL call: Wed, Dec 4 @ 2PM ET Topics: -need for new approaches with functional benefits -navigating therapeutic landscape $SRPT $EWTX $WAVE $CAPR $SLDB -Why $MSCL.TO $MSCLF small molecule focused on muscle regeneration unlocks new understanding propthink.clickmeeting.com/duchenne-kol-i…
$BMY $MRK created decade long franchises with their PD-1 drugs. $LLY $NVO are forming similar patterns with GLP-1s. Read what it means for fast followers and those who are hopeful with combinations $VKTX $PFE $AMGN $CRBP $BHVN $SRRK $BIOA $GPCR $KROS propthink.com/obesity-pd-1-h…
@JamesEKrause $NVO acquired Embark for their NK2R agonist medcitynews.com/2023/08/still-…
$NVO $LLY $VKTX
A fatty acid acylation strategy to extend the half-life of GLP-1 was critical in the development of the blockbuster semaglutide, highlights Lotte Bjerre Knudsen, chief scientific advisor in research and early development at Novo Nordisk in this interview nature.com/articles/d4157…
$DCTH the good: ramping Hezpato revenues, receives $25M for growth and expanding indications. the bad: $25M triggered at $6/share when market price >$10.
Highlighting another @encodelp note after the $DRUG $LBPH call $GANX – Phase 1 PK/PD data two weeks ago. Increase in GCase activity, target engagement & CNS exposure in GBA1 related Parkinson’s Disease. $VYGR $NBIX $1.5B deal $MRK acquired Caraway $600M encodelp.com/coverage-unive…
Props to @encodelp for $DRUG
Bright Minds lists on Nasdaq $DRUG. Early-stage selective 5HT2 co, with 2C program for dravet & 2A program for MDD/TRD. 2C program entering clinic imminently, 2A later next year. A recent interview with their founder can be found here. $ZGNX $CMPS youtube.com/watch?v=K-Xpu4…
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
Pharmdca @Pharmdca
109K Followers 174 Following USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of my Investments and not a recommendation. Please do your own due diligence.
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.
BioHope Pawcio @pawcio2009
19K Followers 706 Following Biosquidgames organizer. I jinx for living. Citizen of 51st state. 🇵🇱⚽️📈🎣🚴♂. Sell what I buy, buy what I sell.
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
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
avidresearch @avidresearch
12K Followers 1K Following
AF Biotech @AF_biotech
10K Followers 863 Following
Persimmon Tree Invest... @PersimmonTI
11K Followers 200 Following “The fault, dear Brutus, lies not within the stars, but in ourselves, that we are underlings.”
Jonathan Faison @jfais20
12K Followers 358 Following Founder of the ROTY Community (500+ investors & traders) | Biotech Hobo | Not Prince Harry. Proverbs 21:31
DRUGS @drug_smolecules
9K Followers 569 Following ☣Femtomolar potency poems and limericks ☣Oceanic Boundlessness (p=0.0001)
Professor Oak @Prof_Oak_
14K Followers 771 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
Biotech Jim @JamesEKrause
13K Followers 612 Following phd biochem, not ichthyol; prof neurobiol, biotech entrepreneur, neurogeek, inventor, environmentalist focused on sustainability, also ERoEI. #neurosteroids
BioHunter @TheBio_Hunter
12K Followers 640 Following Hunting the risky jungle of biotech in search of opportunity, good science, and measured risk. Seasoned trader, x-sell side, x-founder & entrepreneur
Joe @Gantosj
14K Followers 226 Following Equity market consultant. Technical Analysis Trader with over 25 years of experience. #Biotech Deep dive research. Biotech Trading Analyst @ChimeraResearch
Elmo @BiotechElmo
5K Followers 336 Following
Vk @biotechinvstr
14K Followers 1K Following Not investment advice.May have position in names mentioned.Opinions expressed strictly my own,not representative of my employer.Factcheck urself.RT≠endorsement
Osprey Cap II @dsjdirect
514 Followers 317 Following Healthcare equities L/S. This is not financial advice. May buy or sell securities without disclosure.
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.
The Clinical Trial In... @failed_drugs
549 Followers 167 Following MBA and an MD/PhD trying to call clinical trials https://t.co/V7Hnh4QTc7 Tweets are not financial advice. Do your own DD.
Tareq Hassan Silawi @TSilawi96353
0 Followers 5 Following
Ashwin Sharma @Ashwinreads
12K Followers 805 Following Founder @glp1digest / D2C & GLP-1 biotech research: https://t.co/upg2T0iLea / Building https://t.co/NWwzeoUwvU / Writing @every / MD & Ex-VC fellow
anoncap @anoncap73
27 Followers 2K Following
Riv3r_Run @vivat881
283 Followers 501 Following
STCKS @stcks4
380 Followers 2K Following Don't Do Unto Others as You Wouldn't Want Others to Do Unto You. - You hate Bio 99% of the time, then the 1% of days will blow away the 99%
samir elshora @ElshoraSamir
1 Followers 333 Following
WEI YANG @WWYYCCXX
18 Followers 928 Following
Prasanthab0112 @prasanthab0112
3 Followers 42 Following
Tommaso @TommasoBarbesin
2 Followers 367 Following
Elena Bisotto @elebisottina
5 Followers 36 Following PhD Candidate at Schmidt College of Medicine, Florida Atlantic University
Ari @biopharmari
0 Followers 1K Following
George Margvelashvili @GeorgeMargvela2
11 Followers 391 Following
Proton Analysis @ProtonAnalysis
129 Followers 4K Following
steve engen @seetokyo
382 Followers 293 Following CEO of biopharma consulting firm. 25 years experience working in Japan. Interested in discussing biopharma collaboration ideas involving Japan.
LameKarma @lame_karma
159 Followers 380 Following
ReneeSassoon @R7Rt9jnTKoA03Ii
8 Followers 412 Following
ShareholderYield🇺�... @Awklouibof3180
39 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Deda Tanvir @DedaTanvir
4 Followers 68 Following
David @davidyccc
85 Followers 469 Following
Joey Colebatch @joey_colebatch
27 Followers 361 Following
Stewart Hen @StewartHen
28 Followers 345 Following
GW @GW64055848
13 Followers 334 Following
Sam Davis @SamDavisEsq
1K Followers 993 Following Co-Founder, CXO of CoFormBio - former EQRx, Scipher Medicine, Goodwin | Biotech company builder, China expert 我住过上海 2011-15
Abby @abbynac
1K Followers 1K Following Take all tweets with a grain of salt. Used to be smarter than I am now.
biotroll @biotrolly
40 Followers 257 Following Chief Garbage Collector (CGC) at Concentra. VP of Recycling. Senior bio shitco wind-down advisor. DMs open for GTx only.
Minaam Abbas @AbbasMinaam
106 Followers 867 Following @Gates_Cambridge MB/PhD Candidate @GurdonInstitute | Cancer epigenetics and therapeutics - @TKLabUK | Oncology | Public Health
Bima Assatova @bima_assatova
62 Followers 315 Following MPhil at @Cambridge_Uni | Former RA at @DanaFarber | Weinberg lab @WhiteheadInst alum | Background in cancer, stem cell, and developmental biology research.
gejbtbksuh @npcpw9yvj6
13 Followers 3K Following
Scripture Superpower ... @glp1_symbolist
46 Followers 1K Following
Slow Mo @Ponzian
387 Followers 5K Following
Brandon @Brandon7921588
533 Followers 307 Following
Ondo(✸,✸) @ArianaPantasy
773 Followers 7K Following Age: 3N Interests: Biotech M&A opportunities cryptocurrency enthusiast Real estate investments
싼도 @chokossando
19 Followers 206 Following
______rj3 @_______rj3
172 Followers 619 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.
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.
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
Sports_Bios @Sports_bios
14K Followers 87 Following
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
avidresearch @avidresearch
12K Followers 1K Following
AF Biotech @AF_biotech
10K Followers 863 Following
Persimmon Tree Invest... @PersimmonTI
11K Followers 200 Following “The fault, dear Brutus, lies not within the stars, but in ourselves, that we are underlings.”
Jonathan Faison @jfais20
12K Followers 358 Following Founder of the ROTY Community (500+ investors & traders) | Biotech Hobo | Not Prince Harry. Proverbs 21:31
DRUGS @drug_smolecules
9K Followers 569 Following ☣Femtomolar potency poems and limericks ☣Oceanic Boundlessness (p=0.0001)
Professor Oak @Prof_Oak_
14K Followers 771 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
Biotech Jim @JamesEKrause
13K Followers 612 Following phd biochem, not ichthyol; prof neurobiol, biotech entrepreneur, neurogeek, inventor, environmentalist focused on sustainability, also ERoEI. #neurosteroids
BioHunter @TheBio_Hunter
12K Followers 640 Following Hunting the risky jungle of biotech in search of opportunity, good science, and measured risk. Seasoned trader, x-sell side, x-founder & entrepreneur
Sheff @SheffStation
93K Followers 112 Following Bio Investor, Entrepreneur, Philanthropy, Dad. Insta: Sheffbiotech. Get it Done! Not InvestAdvice! @VIPSheffTrades-https://t.co/jw2hZa7L7S
Osprey Cap II @dsjdirect
514 Followers 317 Following Healthcare equities L/S. This is not financial advice. May buy or sell securities without disclosure.
Han Seoul Ohno @han_seoul_ohno
1K Followers 199 Following World's worst computational biologist / biotech takes
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.
Mickeychiku @mickeychiku
2K Followers 332 Following Navigating life with terminal disabled son. FDA/World Regulatory Affairs. Stock posts ≠ financial advice. Regulatory posts ≠ endorsement of FDA’s actions.
biotechbeta @biotechbeta
257 Followers 319 Following Nowadays people know the price of everything, and the value of nothing.
go_beers @beers_go
160 Followers 374 Following
CamillusMiuraExp @CamillusMiura
309 Followers 117 Following Biopharma investor. Posts are my opinions, not investment advice.
Crémieux @cremieuxrecueil
314K Followers 2K Following I write about genetics, 'metrics, and demographics. Read my long-form writing at https://t.co/8hgA4nNS2A.
Year of Glad @pemulisking
1K Followers 406 Following Temporarily un-retired twitter user. Nothing here is investment advice, or any kind of advice.
Jiankui they/them @IC50_cent
460 Followers 459 Following
The Clinical Trial In... @failed_drugs
549 Followers 167 Following MBA and an MD/PhD trying to call clinical trials https://t.co/V7Hnh4QTc7 Tweets are not financial advice. Do your own DD.
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..
Agon Investments @AgonInvestments
581 Followers 618 Following Investment Management Posts are not investment advice
bala @balamethasone
2K Followers 147 Following bagholder, College Student, not financial advice, DM with job opportunities https://t.co/v38UxkT4ES
AnotherBioInvestor @AnotherBio
3K Followers 286 Following ShitCo connoisseur | focus on biotech | long form stuff might end up on the stack | Why so serious it´s only money | NFA
Cluelessbio @cluelessbio
471 Followers 230 Following Propably better off investing in an index fund | Prescribe side
Dr. MoneyBall @Dr_Moneyball
85 Followers 44 Following Biotech investor. PhD. Big fan of Hot Ice. It's the best of both worlds. Tweets reflect my own opinion and not investment advice, unless I end up being right.
Vulpes Bio @Vulpescap
2K Followers 172 Following B.S/PhD in Biology Former analyst at biotech-specialist HF Citizen of Graham and Doddsville VIC member Not investment advice, my opinions only
Biotech Pharma Invest... @Stmkrs
519 Followers 160 Following MD. Biotech investing. SA author. I also post in X and substack
Tracy Shuchart (𝒞�... @chigrl
360K Followers 978 Following Senior Economist at NinjaTrader Live/NinjaTrader Group LLC. CEO/Founder Hilltower Resource Advisors LLC. @HilltowerRA Substack: Renegade Resources
Matt K @KmateoK
3K Followers 3K Following Sometimes share ideas in search of feedback. Never financial advice.
Jose Hurtado @JoseRestonVA
4K Followers 1K Following 🇺🇸citizen; 🇵🇪 born and raised; 🇨🇭living - Bern; Stock/options trading; I like bios; data analytics / visualization - opinions just mine
Karl Pfleger @KarlPfleger
6K Followers 259 Following Founder of nonprofit https://t.co/3YFYC8TFCl Investor in rejuvenation startups: portfolio on LinkedIn Organizer of https://t.co/kzltxwwU9p AI/ML Stanford PhD & ex-Google
In Honour Of Thomas W... @HOThomasWPhelps
3K Followers 131 Following Ex-Merck Research, biochem professor. Write to increase biochemistry literacy. Focus on ITK inhibition, STAT6 degradation, Treg, Th2, Th17 autoimmune diseases
Gully Foyle @bluejaunt100
805 Followers 506 Following RTFM for drug development and the regs. No positions, just comments prn.
Larry @lfholt
1K Followers 2K Following I got the AM. 🎄,🌆, ✝️,🏳️🌈, 🎶, 📈, 🏟, & 🌮. Roll Tide. (he/him). (AL-TX-OR-CA)
Rxgongivit2ya @rxgongivit2ya
225 Followers 117 Following Drug sniffing DAWG. Don’t come at me with that whack shit.
finnrick @finnrick_tests
4K Followers 84 Following On a mission to create safe and transparent supply chains for supplements, peptides, athletic compounds, vitamins, and other longevity and biohacking products.
Sam Davis @SamDavisEsq
1K Followers 993 Following Co-Founder, CXO of CoFormBio - former EQRx, Scipher Medicine, Goodwin | Biotech company builder, China expert 我住过上海 2011-15
BMF Reports @BmfReports
767 Followers 10 Following Unapologetically Blunt. Not Financial Advice. Always assume we hold a short position. Got a tip? Email us @ [email protected] $16.5M AUM.
Anthony @anthonystaj
5K Followers 2K Following biomed engineer. biotech adventurer. die hard Detroit Lions fan. disagreeable when it comes to human health. building in the background
owl @owl_posting
15K Followers 919 Following cancer guy @noetik_ai || ex virus guy @dyno_tx || i write on bio ml at https://t.co/QPTHsR3fzm || podcast on https://t.co/JBM0K65IrO
Osprey Capital @MBbiotech
4K Followers 4K Following Healthcare Equity Investing. Tweets are not investment advice. May buy or sell any security without any disclosures.You might like
