{"unit_id": "quote:1812945415739961789", "ticker_idx": 0, "ts": "2024-07-15T20:20:44+00:00", "symbol": "AMGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Seems relevant to the upcoming $AMGN MG inebilizumab readout", "tweet_type": "analysis", "timeline": "unspecified", "summary": "CD19/antibody data bullish for AMGN inebilizumab MG readout and ARGX/IMVT; allo/auto CAR-T cell therapy plays ELYM and CGEM face obsolescence risk from simpler antibody approaches.", "resolved_tickers": ["AMGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Three big takeaways for me from this publication today at first glance:\n\n1)  We see another patient (this time with SSc) who had a deep clinical response despite lack of significant effect on (presumed) pathogenic auto-antibody titers.  This is in line with the recent case study of CD19 CAR-T in MG where a patient had complete & sustained resolution of MG despite no fall in AchR Abs.  Seems relevant to the upcoming $AMGN MG inebilizumab readout.\n\n2)  All of these patients had failed prior IL-6, and then responded to CD19, whether or not auto-antibody levels were reduced.  IL-6 worked but was uncompetitive in MG.  If we are making the leap of cross-comparing indications, then CD19 may be looking like a better target than IL-6 in Ab-mediated diseases.  Again, $AMGN MG readout 👀 $ARGX $IMVT.\n\n3)  Allogeneic CAR-T in I&I has itself a major catch-22.  Allo cell therapy has failed in oncology because it is not potent/durable enough to generate durable responses like autologous CAR-T does.  \n\nIf further studies continue to corroborate the idea that  the CD19 depletion bar is lower in I&I than it is oncology (as it rationally should be) and allo CAR-T can drive the same degree of deep responses in I&I, allo CAR-T will have proved that it works, but will ultimately be doomed.\n\nWhy?  If the bar for depletion really is lower in I&I, then simpler antibody-based approaches (which have already proven durable CAR-T-like efficacy in oncology) will dominate.  Antibody based drugs that can safely and easily be given off the shelf without lymphodepletion and manufactured easily at scale will be just as effective as auto or allo CAR-T.  There would be no reason to use cell-based modalities in this case.  $ELYM $CGEM.  \n\nIf allo cell therapy proves that it works in I&I, they're basically establishing their own obsolescence by proving that their most threatening competition is going to work as well.", "reply_text": null, "parent_text": null, "quoted_text": "1st clinical data for allo CAR-T in AID, from Bioray Labs in China\n\nToo early for a read on LT durability, but initial response resembles auto CAR-T\n\nI've speculated that 'immune reset' may obviate the need for durable persistence; these data support that hypothesis (1/6)", "parent_author": null, "ret_m1d": -0.008975414550541072, "ret_signed_m1d": -0.008975414550541072, "alpha_spy_m1d": -0.0030803692534311367, "alpha_c_m1d": -0.0030803692534311367, "bench_spy_m1d": -0.005895045297109935, "bench_c_m1d": -0.005895045297109935, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0075944316916571886, "ret_signed_p1d": 0.0075944316916571886, "alpha_spy_p1d": 0.021615558286303127, "alpha_c_p1d": 0.021615558286303127, "bench_spy_p1d": -0.014021126594645938, "bench_c_p1d": -0.014021126594645938, "ret_p1w": 0.0003000019188434955, "ret_signed_p1w": 0.0003000019188434955, "alpha_spy_p1w": 0.01991542086636744, "alpha_c_p1w": 0.01991542086636744, "bench_spy_p1w": -0.019615418947523944, "bench_c_p1w": -0.019615418947523944, "ret_p1m": -0.031248121944156604, "ret_signed_p1m": -0.031248121944156604, "alpha_spy_p1m": 0.006124109212410467, "alpha_c_p1m": 0.006124109212410467, "bench_spy_p1m": -0.03737223115656707, "bench_c_p1m": -0.03737223115656707, "ret_p3m": -0.01878995784486026, "ret_signed_p3m": -0.01878995784486026, "alpha_spy_p3m": -0.05641416222943785, "alpha_c_p3m": -0.05641416222943785, "bench_spy_p3m": 0.037624204384577586, "bench_c_p3m": 0.037624204384577586, "ret_p6m": -0.18059005117662608, "ret_signed_p6m": -0.18059005117662608, "alpha_spy_p6m": -0.23677997041135312, "alpha_c_p6m": -0.23677997041135312, "bench_spy_p6m": 0.05618991923472705, "bench_c_p6m": 0.05618991923472705, "ret_p1y": -0.08666480756386652, "ret_signed_p1y": -0.08666480756386652, "alpha_spy_p1y": -0.21153933252851775, "alpha_c_p1y": -0.21153933252851775, "bench_spy_p1y": 0.12487452496465123, "bench_c_p1y": 0.12487452496465123, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.031248121944156604, "alpha_spy_stated": 0.006124109212410467, "alpha_c_stated": 0.006124109212410467, "price_path": [-0.2086, -0.2082, -0.2129, -0.2169, -0.1984, -0.1896, -0.1847, -0.1863, -0.1971, -0.1953, -0.1762, -0.1835, -0.1733, -0.1702, -0.0722, -0.1074, -0.1049, -0.084, -0.0675, -0.0756, -0.0806, -0.0718, -0.0491, -0.0553, -0.062, -0.0558, -0.0549, -0.0712, -0.08, -0.0819, -0.0989, -0.1104, -0.0965, -0.0819, -0.0772, -0.0774, -0.0773, -0.0824, -0.0844, -0.0853, -0.0974, -0.0962, -0.104, -0.1036, -0.0896, -0.0815, -0.0698, -0.075, -0.045, -0.0415, -0.061, -0.0584, -0.0621, -0.0664, -0.0671, -0.0713, -0.0668, -0.0651, -0.0517, -0.0344, -0.0242, -0.0069, -0.009, 0.0, 0.0076, -0.0065, -0.0056, 0.0085, 0.0003, 0.0074, 0.0035, 0.0051, -0.0019, 0.0004, -0.002, 0.0072, 0.0026, -0.0238, -0.0126, -0.062, -0.0254, -0.032, -0.0394, -0.0291, -0.0312, -0.0233, -0.0284, -0.0087, -0.0069, -0.0051, -0.0191, -0.0062, -0.0123, -0.0118, -0.0041, 0.0005, 0.009, -0.001, -0.0006, -0.0196, -0.0311, -0.0149, -0.0058, -0.0026, -0.0023, 0.0049, 0.0134, 0.0059, 0.0063, 0.0155, 0.0198, 0.0144, 0.0003, -0.0543, -0.0355, -0.0247, -0.0261, -0.0318, -0.0336, -0.0404, -0.0338, -0.0405, -0.0398, -0.0255, -0.0297, -0.0075, -0.0188, -0.0174, -0.0278, -0.0287, -0.0277, -0.0426, -0.0338, -0.0482, -0.0458, -0.0419, -0.0413, -0.0448, -0.0462, -0.0323, -0.0351, -0.0421, -0.0349, -0.0273, -0.027, -0.0168, -0.0273, -0.0967, -0.0889, -0.1055, -0.1427, -0.1507, -0.147, -0.1229, -0.1167, -0.1026, -0.1042, -0.1469, -0.1467, -0.1381, -0.1527, -0.152, -0.1522, -0.1642, -0.1695, -0.1541, -0.1598, -0.167, -0.165, -0.1755, -0.188, -0.1897, -0.2115, -0.2042, -0.1975, -0.1956, -0.1941, -0.1981, -0.1998, -0.21, -0.2059, -0.21, -0.2041, -0.2121, -0.2016, -0.195, -0.201, -0.1768, -0.1862, -0.1806]}
{"unit_id": "quote:1812945415739961789", "ticker_idx": 1, "ts": "2024-07-15T20:20:44+00:00", "symbol": "ARGX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMGN MG readout 👀 $ARGX $IMVT", "tweet_type": "analysis", "timeline": "unspecified", "summary": "CD19/antibody data bullish for AMGN inebilizumab MG readout and ARGX/IMVT; allo/auto CAR-T cell therapy plays ELYM and CGEM face obsolescence risk from simpler antibody approaches.", "resolved_tickers": ["ARGX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Three big takeaways for me from this publication today at first glance:\n\n1)  We see another patient (this time with SSc) who had a deep clinical response despite lack of significant effect on (presumed) pathogenic auto-antibody titers.  This is in line with the recent case study of CD19 CAR-T in MG where a patient had complete & sustained resolution of MG despite no fall in AchR Abs.  Seems relevant to the upcoming $AMGN MG inebilizumab readout.\n\n2)  All of these patients had failed prior IL-6, and then responded to CD19, whether or not auto-antibody levels were reduced.  IL-6 worked but was uncompetitive in MG.  If we are making the leap of cross-comparing indications, then CD19 may be looking like a better target than IL-6 in Ab-mediated diseases.  Again, $AMGN MG readout 👀 $ARGX $IMVT.\n\n3)  Allogeneic CAR-T in I&I has itself a major catch-22.  Allo cell therapy has failed in oncology because it is not potent/durable enough to generate durable responses like autologous CAR-T does.  \n\nIf further studies continue to corroborate the idea that  the CD19 depletion bar is lower in I&I than it is oncology (as it rationally should be) and allo CAR-T can drive the same degree of deep responses in I&I, allo CAR-T will have proved that it works, but will ultimately be doomed.\n\nWhy?  If the bar for depletion really is lower in I&I, then simpler antibody-based approaches (which have already proven durable CAR-T-like efficacy in oncology) will dominate.  Antibody based drugs that can safely and easily be given off the shelf without lymphodepletion and manufactured easily at scale will be just as effective as auto or allo CAR-T.  There would be no reason to use cell-based modalities in this case.  $ELYM $CGEM.  \n\nIf allo cell therapy proves that it works in I&I, they're basically establishing their own obsolescence by proving that their most threatening competition is going to work as well.", "reply_text": null, "parent_text": null, "quoted_text": "1st clinical data for allo CAR-T in AID, from Bioray Labs in China\n\nToo early for a read on LT durability, but initial response resembles auto CAR-T\n\nI've speculated that 'immune reset' may obviate the need for durable persistence; these data support that hypothesis (1/6)", "parent_author": null, "ret_m1d": -0.020888332232951057, "ret_signed_m1d": -0.020888332232951057, "alpha_spy_m1d": -0.014993286935841121, "alpha_c_m1d": -0.006808610607015542, "bench_spy_m1d": -0.005895045297109935, "bench_c_m1d": -0.014079721625935515, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017772569711378194, "ret_signed_p1d": -0.017772569711378194, "alpha_spy_p1d": -0.003751443116732256, "alpha_c_p1d": -0.022309931854452403, "bench_spy_p1d": -0.014021126594645938, "bench_c_p1d": 0.004537362143074208, "ret_p1w": 0.0022784931142936227, "ret_signed_p1w": 0.0022784931142936227, "alpha_spy_p1w": 0.021893912061817566, "alpha_c_p1w": 0.010486340490249657, "bench_spy_p1w": -0.019615418947523944, "bench_c_p1w": -0.008207847375956034, "ret_p1m": 0.1071757235339521, "ret_signed_p1m": 0.1071757235339521, "alpha_spy_p1m": 0.14454795469051918, "alpha_c_p1m": 0.0944972291304691, "bench_spy_p1m": -0.03737223115656707, "bench_c_p1m": 0.01267849440348301, "ret_p3m": 0.15211051852681723, "ret_signed_p3m": 0.15211051852681723, "alpha_spy_p3m": 0.11448631414223964, "alpha_c_p3m": 0.11569549931789913, "bench_spy_p3m": 0.037624204384577586, "bench_c_p3m": 0.0364150192089181, "ret_p6m": 0.4099131688751825, "ret_signed_p6m": 0.4099131688751825, "alpha_spy_p6m": 0.35372324964045543, "alpha_c_p6m": 0.4641430120988569, "bench_spy_p6m": 0.05618991923472705, "bench_c_p6m": -0.05422984322367441, "ret_p1y": 0.19668502376392305, "ret_signed_p1y": 0.19668502376392305, "alpha_spy_p1y": 0.07181049879927182, "alpha_c_p1y": 0.30196850426212973, "bench_spy_p1y": 0.12487452496465123, "bench_c_p1y": -0.10528348049820668, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1071757235339521, "alpha_spy_stated": 0.14454795469051918, "alpha_c_stated": 0.0944972291304691, "price_path": [-0.2025, -0.2143, -0.2238, -0.2403, -0.2365, -0.2184, -0.205, -0.2052, -0.2187, -0.2098, -0.2045, -0.2041, -0.1875, -0.1661, -0.1772, -0.1654, -0.1547, -0.1817, -0.1892, -0.2059, -0.2381, -0.2454, -0.201, -0.2018, -0.2246, -0.2336, -0.244, -0.2291, -0.2348, -0.222, -0.2235, -0.1993, -0.2324, -0.2136, -0.199, -0.1976, -0.184, -0.1802, -0.2034, -0.196, -0.2014, -0.1893, -0.1769, -0.1797, -0.1982, -0.1989, -0.1779, -0.1639, -0.0661, -0.0429, -0.0549, -0.0569, -0.0885, -0.0796, -0.077, -0.0774, -0.0762, -0.075, -0.0299, -0.0097, -0.0214, -0.0114, -0.0209, 0.0, -0.0178, -0.0111, -0.001, -0.0229, 0.0023, -0.0158, 0.0308, 0.048, 0.0578, 0.0793, 0.0934, 0.0941, 0.0591, 0.027, 0.0322, 0.0538, 0.1133, 0.1339, 0.1407, 0.1256, 0.1072, 0.1126, 0.1128, 0.1111, 0.1106, 0.1138, 0.1014, 0.0952, 0.0968, 0.0951, 0.1, 0.0972, 0.0965, 0.0899, 0.1179, 0.1626, 0.1488, 0.1712, 0.134, 0.1391, 0.1356, 0.1403, 0.1402, 0.1069, 0.1214, 0.1368, 0.1297, 0.1202, 0.1017, 0.1637, 0.1119, 0.1363, 0.149, 0.16, 0.1658, 0.1509, 0.1233, 0.1081, 0.1173, 0.1033, 0.1175, 0.1376, 0.1521, 0.1545, 0.1459, 0.1527, 0.1976, 0.1879, 0.205, 0.1825, 0.1682, 0.1802, 0.1752, 0.1719, 0.1694, 0.2427, 0.2624, 0.2477, 0.277, 0.2484, 0.2536, 0.2633, 0.2483, 0.2589, 0.2704, 0.2612, 0.1959, 0.2037, 0.2178, 0.2544, 0.2648, 0.2843, 0.2837, 0.2869, 0.3027, 0.3068, 0.3088, 0.2855, 0.3246, 0.3271, 0.3207, 0.2951, 0.2927, 0.2842, 0.2789, 0.287, 0.3409, 0.353, 0.323, 0.3269, 0.3222, 0.3318, 0.3353, 0.3396, 0.3275, 0.314, 0.3035, 0.3145, 0.3169, 0.3679, 0.3748, 0.3761, 0.391, 0.421, 0.4108, 0.4099]}
{"unit_id": "quote:1812945415739961789", "ticker_idx": 2, "ts": "2024-07-15T20:20:44+00:00", "symbol": "IMVT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMGN MG readout 👀 $ARGX $IMVT", "tweet_type": "analysis", "timeline": "unspecified", "summary": "CD19/antibody data bullish for AMGN inebilizumab MG readout and ARGX/IMVT; allo/auto CAR-T cell therapy plays ELYM and CGEM face obsolescence risk from simpler antibody approaches.", "resolved_tickers": ["IMVT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Three big takeaways for me from this publication today at first glance:\n\n1)  We see another patient (this time with SSc) who had a deep clinical response despite lack of significant effect on (presumed) pathogenic auto-antibody titers.  This is in line with the recent case study of CD19 CAR-T in MG where a patient had complete & sustained resolution of MG despite no fall in AchR Abs.  Seems relevant to the upcoming $AMGN MG inebilizumab readout.\n\n2)  All of these patients had failed prior IL-6, and then responded to CD19, whether or not auto-antibody levels were reduced.  IL-6 worked but was uncompetitive in MG.  If we are making the leap of cross-comparing indications, then CD19 may be looking like a better target than IL-6 in Ab-mediated diseases.  Again, $AMGN MG readout 👀 $ARGX $IMVT.\n\n3)  Allogeneic CAR-T in I&I has itself a major catch-22.  Allo cell therapy has failed in oncology because it is not potent/durable enough to generate durable responses like autologous CAR-T does.  \n\nIf further studies continue to corroborate the idea that  the CD19 depletion bar is lower in I&I than it is oncology (as it rationally should be) and allo CAR-T can drive the same degree of deep responses in I&I, allo CAR-T will have proved that it works, but will ultimately be doomed.\n\nWhy?  If the bar for depletion really is lower in I&I, then simpler antibody-based approaches (which have already proven durable CAR-T-like efficacy in oncology) will dominate.  Antibody based drugs that can safely and easily be given off the shelf without lymphodepletion and manufactured easily at scale will be just as effective as auto or allo CAR-T.  There would be no reason to use cell-based modalities in this case.  $ELYM $CGEM.  \n\nIf allo cell therapy proves that it works in I&I, they're basically establishing their own obsolescence by proving that their most threatening competition is going to work as well.", "reply_text": null, "parent_text": null, "quoted_text": "1st clinical data for allo CAR-T in AID, from Bioray Labs in China\n\nToo early for a read on LT durability, but initial response resembles auto CAR-T\n\nI've speculated that 'immune reset' may obviate the need for durable persistence; these data support that hypothesis (1/6)", "parent_author": null, "ret_m1d": -0.013260020905577319, "ret_signed_m1d": -0.013260020905577319, "alpha_spy_m1d": -0.007364975608467383, "alpha_c_m1d": 0.0008197007203581963, "bench_spy_m1d": -0.005895045297109935, "bench_c_m1d": -0.014079721625935515, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030401052126073802, "ret_signed_p1d": -0.030401052126073802, "alpha_spy_p1d": -0.016379925531427864, "alpha_c_p1d": -0.03493841426914801, "bench_spy_p1d": -0.014021126594645938, "bench_c_p1d": 0.004537362143074208, "ret_p1w": -0.09476068233978374, "ret_signed_p1w": -0.09476068233978374, "alpha_spy_p1w": -0.0751452633922598, "alpha_c_p1w": -0.08655283496382771, "bench_spy_p1w": -0.019615418947523944, "bench_c_p1w": -0.008207847375956034, "ret_p1m": -0.024579567496978094, "ret_signed_p1m": -0.024579567496978094, "alpha_spy_p1m": 0.012792663659588976, "alpha_c_p1m": -0.037258061900461104, "bench_spy_p1m": -0.03737223115656707, "bench_c_p1m": 0.01267849440348301, "ret_p3m": -0.047865444326794404, "ret_signed_p3m": -0.047865444326794404, "alpha_spy_p3m": -0.08548964871137199, "alpha_c_p3m": -0.0842804635357125, "bench_spy_p3m": 0.037624204384577586, "bench_c_p3m": 0.0364150192089181, "ret_p6m": -0.21086676719520747, "ret_signed_p6m": -0.21086676719520747, "alpha_spy_p6m": -0.2670566864299345, "alpha_c_p6m": -0.15663692397153306, "bench_spy_p6m": 0.05618991923472705, "bench_c_p6m": -0.05422984322367441, "ret_p1y": -0.4207632663900436, "ret_signed_p1y": -0.4207632663900436, "alpha_spy_p1y": -0.5456377913546948, "alpha_c_p1y": -0.3154797858918369, "bench_spy_p1y": 0.12487452496465123, "bench_c_p1y": -0.10528348049820668, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.024579567496978094, "alpha_spy_stated": 0.012792663659588976, "alpha_c_stated": -0.037258061900461104, "price_path": [-0.0146, -0.0168, -0.0805, -0.0841, -0.0873, -0.0705, -0.0747, -0.0686, -0.1025, -0.1213, -0.1109, -0.1125, -0.0776, -0.0692, -0.0666, -0.0404, -0.0433, -0.0375, -0.0395, -0.0495, -0.0336, -0.0142, 0.0003, 0.0181, -0.0071, -0.0016, -0.0201, -0.044, -0.0818, -0.0637, -0.0809, -0.0437, -0.1459, -0.1788, -0.185, -0.184, -0.1721, -0.1776, -0.186, -0.1782, -0.1882, -0.1734, -0.1397, -0.1591, -0.1332, -0.153, -0.1174, -0.1164, -0.1148, -0.1174, -0.1572, -0.1591, -0.1462, -0.1103, -0.1423, -0.1527, -0.1305, -0.1058, -0.0395, -0.0184, -0.0188, -0.0113, -0.0133, 0.0, -0.0304, -0.0812, -0.0954, -0.0944, -0.0948, -0.0964, -0.1009, -0.0589, -0.0592, -0.0682, -0.0598, -0.0663, -0.0986, -0.1362, -0.0993, -0.1274, -0.0906, -0.0553, -0.0414, -0.0365, -0.0246, -0.0013, -0.0281, 0.0081, 0.0194, 0.0498, 0.0155, 0.0485, 0.0353, 0.0259, 0.0139, 0.0019, -0.0006, -0.0149, -0.0074, 0.0873, 0.1006, 0.0168, -0.0388, -0.0605, -0.0666, -0.0404, -0.0482, -0.0595, -0.0653, -0.043, -0.0547, -0.0834, -0.0686, -0.0809, -0.0844, -0.0938, -0.0779, -0.0799, -0.0453, -0.053, -0.0133, -0.0492, -0.0424, -0.0291, -0.032, -0.0168, -0.0479, -0.0766, -0.0566, -0.0537, -0.0469, -0.0501, -0.0427, -0.0291, -0.0136, -0.0226, -0.0314, -0.0336, -0.0239, -0.0537, -0.0495, -0.0485, -0.0194, 0.0162, -0.032, -0.0087, 0.0071, -0.0534, -0.0653, -0.0928, -0.1387, -0.175, -0.1843, -0.1536, -0.1417, -0.131, -0.1303, -0.1216, -0.0708, -0.088, -0.0689, -0.0873, -0.0776, -0.0815, -0.0744, -0.0718, -0.064, -0.0657, -0.1077, -0.1501, -0.1064, -0.0973, -0.151, -0.1701, -0.1636, -0.1669, -0.1565, -0.1679, -0.208, -0.2277, -0.1989, -0.1853, -0.1976, -0.2034, -0.2031, -0.2358, -0.2406, -0.2642, -0.26, -0.2109]}
{"unit_id": "reply:1898439558250872871", "ticker_idx": 0, "ts": "2025-03-08T18:23:56+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these $LLY $NVO drugs really aren't very expensive *at all* in the realm of branded drugs. Yet, these will be the only inventions to visibly inflect the life expectancy curve of developed nations since, what? Antibiotics maybe? I think there should be no question that this deserves *extreme* financial reward.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LLY and NVO: obesity drugs historically underpriced vs. their world-changing impact; extreme financial reward deserved.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Idk man, these $LLY $NVO drugs really aren’t very expensive *at all* in the realm of branded drugs.  Yet, these will be the only inventions to visibly inflect the life expectancy curve of developed nations since, what?  Antibiotics maybe?  \n\nI think there should be no question that this deserves *extreme* financial reward.  Literally to say these drugs change the course of human history is not an exaggeration. \n\nAnd the most bullish peak sales projections for the obesity market max out at like ~$150B - then they’ll go off patent and do good (cheaply) for mankind forever!\n\nApple sold $200B of iPhones last year, and did nearly $400B in all-product revenue. When is LOE for them?  Oh yeah, never!\n\nThe pharma pricing/revenue hate is misguided IMO.   Cheap (by yearly cost/person) drugs that are massively changing the world for the better, and with the 2 companies making them *combined* the most bullish projections say they’ll never even sniff *half* the revenue of Apple, *AND* the drugs will go off patent someday to become cheap forever.  If anything I’d call that a *fantastic* deal for humanity.  \n\nIf that setup is “greed” then idk.  Where’s the incentive to discover stuff like this?  IMO this part of the system is working as it should.", "reply_text": null, "parent_text": "@A_May_MD @paulcerro They certainly didn’t make the system, but they’re taking full advantage of it. Same could be said of 503b’s.", "quoted_text": null, "parent_author": "ManOnThePen", "ret_m1d": 0.04798978301147305, "ret_signed_m1d": 0.04798978301147305, "alpha_spy_m1d": 0.02062540417929548, "alpha_c_m1d": 0.02062540417929548, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0068695218413739045, "ret_signed_p1d": -0.0068695218413739045, "alpha_spy_p1d": 0.0014432585934257558, "alpha_c_p1d": 0.0014432585934257558, "bench_spy_p1d": -0.00831278043479966, "bench_c_p1d": -0.00831278043479966, "ret_p1w": -0.006025900258913475, "ret_signed_p1w": -0.006025900258913475, "alpha_spy_p1w": -0.01774600815318672, "alpha_c_p1w": -0.01774600815318672, "bench_spy_p1w": 0.011720107894273246, "bench_c_p1w": 0.011720107894273246, "ret_p1m": -0.12475897586641016, "ret_signed_p1m": -0.12475897586641016, "alpha_spy_p1m": -0.013077417461497487, "alpha_c_p1m": -0.013077417461497487, "bench_spy_p1m": -0.11168155840491267, "bench_c_p1m": -0.11168155840491267, "ret_p3m": -0.06563836136250267, "ret_signed_p3m": -0.06563836136250267, "alpha_spy_p3m": -0.1386054239744703, "alpha_c_p3m": -0.1386054239744703, "bench_spy_p3m": 0.07296706261196761, "bench_c_p3m": 0.07296706261196761, "ret_p6m": -0.09154381636143372, "ret_signed_p6m": -0.09154381636143372, "alpha_spy_p6m": -0.25857573048809956, "alpha_c_p6m": -0.25857573048809956, "bench_spy_p6m": 0.16703191412666585, "bench_c_p6m": 0.16703191412666585, "ret_p1y": 0.21389670776027936, "ret_signed_p1y": 0.21389670776027936, "alpha_spy_p1y": -0.006753880487652353, "alpha_c_p1y": -0.006753880487652353, "bench_spy_p1y": 0.2206505882479317, "bench_c_p1y": 0.2206505882479317, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12475897586641016, "alpha_spy_stated": -0.013077417461497487, "alpha_c_stated": -0.013077417461497487, "price_path": [-0.0016, -0.0067, -0.0054, -0.0332, -0.038, -0.0423, -0.0588, -0.0506, -0.0628, -0.0632, -0.08, -0.0886, -0.0763, -0.042, -0.0427, -0.0446, -0.0578, -0.069, -0.0712, -0.0639, -0.0592, -0.0795, -0.0697, -0.0529, -0.0376, -0.0406, -0.1038, -0.1016, -0.0885, -0.1269, -0.1069, -0.0929, -0.0777, -0.0551, -0.0277, -0.0315, -0.0326, -0.0096, -0.0242, -0.025, -0.0062, 0.0132, 0.0471, 0.0567, 0.0453, 0.0407, 0.0503, 0.0489, 0.0175, 0.0331, 0.0449, 0.0523, 0.0529, 0.0622, 0.0868, 0.1027, 0.0909, 0.1095, 0.1205, 0.098, 0.1205, 0.1, 0.048, 0.0, -0.0069, -0.0095, -0.0339, -0.0196, -0.006, -0.0087, 0.0087, 0.0154, 0.0094, 0.0423, 0.0272, -0.0036, -0.0097, -0.0087, -0.0046, -0.0296, -0.0139, -0.049, -0.1103, -0.1278, -0.1248, -0.0917, -0.1312, -0.1173, -0.0909, -0.0875, -0.1143, 0.0123, -0.0141, -0.0027, -0.0004, 0.0361, 0.066, 0.0573, 0.0668, 0.0834, -0.043, -0.0074, -0.01, -0.0659, -0.0639, -0.0944, -0.1147, -0.0894, -0.1009, -0.1376, -0.1163, -0.0853, -0.0881, -0.0979, -0.1245, -0.1363, -0.1381, -0.1242, -0.1312, -0.1274, -0.1092, -0.0977, -0.0933, -0.0751, -0.0753, -0.0703, -0.0656, -0.0252, -0.0235, -0.0194, -0.0105, -0.0247, -0.0445, -0.052, -0.0789, -0.0693, -0.0604, -0.0432, -0.0398, -0.0635, -0.0586, -0.063, -0.0589, -0.0572, -0.0667, -0.0609, -0.0497, -0.0452, -0.0423, -0.0347, -0.068, -0.0462, -0.0804, -0.0681, -0.0796, -0.0623, -0.0352, -0.0273, -0.0186, -0.0241, -0.0786, -0.0821, -0.1063, -0.0794, -0.0713, -0.075, -0.0987, -0.2261, -0.2444, -0.2329, -0.2278, -0.2024, -0.1735, -0.1513, -0.1552, -0.1489, -0.1462, -0.1409, -0.1387, -0.1584, -0.1092, -0.1114, -0.1141, -0.1134, -0.1102, -0.107, -0.1009, -0.1199, -0.106, -0.0915]}
{"unit_id": "reply:1898439558250872871", "ticker_idx": 1, "ts": "2025-03-08T18:23:56+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these $LLY $NVO drugs really aren't very expensive *at all* in the realm of branded drugs. Yet, these will be the only inventions to visibly inflect the life expectancy curve of developed nations since, what? Antibiotics maybe? I think there should be no question that this deserves *extreme* financial reward.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LLY and NVO: obesity drugs historically underpriced vs. their world-changing impact; extreme financial reward deserved.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Idk man, these $LLY $NVO drugs really aren’t very expensive *at all* in the realm of branded drugs.  Yet, these will be the only inventions to visibly inflect the life expectancy curve of developed nations since, what?  Antibiotics maybe?  \n\nI think there should be no question that this deserves *extreme* financial reward.  Literally to say these drugs change the course of human history is not an exaggeration. \n\nAnd the most bullish peak sales projections for the obesity market max out at like ~$150B - then they’ll go off patent and do good (cheaply) for mankind forever!\n\nApple sold $200B of iPhones last year, and did nearly $400B in all-product revenue. When is LOE for them?  Oh yeah, never!\n\nThe pharma pricing/revenue hate is misguided IMO.   Cheap (by yearly cost/person) drugs that are massively changing the world for the better, and with the 2 companies making them *combined* the most bullish projections say they’ll never even sniff *half* the revenue of Apple, *AND* the drugs will go off patent someday to become cheap forever.  If anything I’d call that a *fantastic* deal for humanity.  \n\nIf that setup is “greed” then idk.  Where’s the incentive to discover stuff like this?  IMO this part of the system is working as it should.", "reply_text": null, "parent_text": "@A_May_MD @paulcerro They certainly didn’t make the system, but they’re taking full advantage of it. Same could be said of 503b’s.", "quoted_text": null, "parent_author": "ManOnThePen", "ret_m1d": 0.10411653856313352, "ret_signed_m1d": 0.10411653856313352, "alpha_spy_m1d": 0.07675215973095595, "alpha_c_m1d": 0.07675215973095595, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010639596684385633, "ret_signed_p1d": -0.010639596684385633, "alpha_spy_p1d": -0.0023268162495859723, "alpha_c_p1d": -0.0023268162495859723, "bench_spy_p1d": -0.00831278043479966, "bench_c_p1d": -0.00831278043479966, "ret_p1w": 0.01519958559967094, "ret_signed_p1w": 0.01519958559967094, "alpha_spy_p1w": 0.0034794777053976933, "alpha_c_p1w": 0.0034794777053976933, "bench_spy_p1w": 0.011720107894273246, "bench_c_p1w": 0.011720107894273246, "ret_p1m": -0.20718642188333503, "ret_signed_p1m": -0.20718642188333503, "alpha_spy_p1m": -0.09550486347842235, "alpha_c_p1m": -0.09550486347842235, "bench_spy_p1m": -0.11168155840491267, "bench_c_p1m": -0.11168155840491267, "ret_p3m": -0.028803375814445475, "ret_signed_p3m": -0.028803375814445475, "alpha_spy_p3m": -0.10177043842641309, "alpha_c_p3m": -0.10177043842641309, "bench_spy_p3m": 0.07296706261196761, "bench_c_p3m": 0.07296706261196761, "ret_p6m": -0.29326487259269296, "ret_signed_p6m": -0.29326487259269296, "alpha_spy_p6m": -0.4602967867193588, "alpha_c_p6m": -0.4602967867193588, "bench_spy_p6m": 0.16703191412666585, "bench_c_p6m": 0.16703191412666585, "ret_p1y": -0.4946127751336744, "ret_signed_p1y": -0.4946127751336744, "alpha_spy_p1y": -0.7152633633816061, "alpha_c_p1y": -0.7152633633816061, "bench_spy_p1y": 0.2206505882479317, "bench_c_p1y": 0.2206505882479317, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20718642188333503, "alpha_spy_stated": -0.09550486347842235, "alpha_c_stated": -0.09550486347842235, "price_path": [0.3802, 0.3783, 0.403, 0.407, 0.383, 0.4147, 0.3757, 0.3547, 0.3686, 0.3681, 0.3421, 0.3102, 0.0766, 0.1236, 0.1066, 0.1102, 0.1066, 0.0859, 0.0896, 0.1085, 0.1102, 0.077, 0.0556, 0.0847, 0.0926, 0.0718, 0.0282, 0.0503, 0.0522, -0.0033, 0.0263, 0.0205, 0.0272, 0.1142, 0.1084, 0.079, 0.0643, 0.0809, 0.0697, 0.0469, 0.0465, 0.0859, 0.1041, 0.0946, 0.0628, 0.0607, 0.036, -0.0015, -0.0137, 0.0428, 0.0564, 0.0607, 0.1156, 0.1474, 0.152, 0.1343, 0.1301, 0.1482, 0.132, 0.1083, 0.1509, 0.1151, 0.1041, 0.0, -0.0106, -0.0527, -0.0388, -0.0228, 0.0152, 0.0257, 0.0006, -0.002, -0.0265, -0.0459, -0.0678, -0.0915, -0.1113, -0.1222, -0.1063, -0.1244, -0.1217, -0.1364, -0.195, -0.1809, -0.2072, -0.1623, -0.2122, -0.1669, -0.1498, -0.17, -0.1907, -0.2525, -0.2493, -0.2289, -0.211, -0.1939, -0.201, -0.1941, -0.1614, -0.1448, -0.1557, -0.109, -0.1104, -0.1468, -0.1306, -0.1654, -0.1535, -0.1282, -0.1583, -0.171, -0.1486, -0.1715, -0.1374, -0.1222, -0.1222, -0.1226, -0.1332, -0.0934, -0.1171, -0.106, -0.0798, -0.0627, -0.0874, -0.0728, -0.065, -0.0395, -0.0288, 0.021, 0.0133, 0.0431, 0.0274, -0.0087, -0.0432, -0.0475, -0.0506, -0.1027, -0.0897, -0.1332, -0.1287, -0.1183, -0.1117, -0.1014, -0.1014, -0.1098, -0.1078, -0.1037, -0.1031, -0.0861, -0.1128, -0.1127, -0.1349, -0.1372, -0.1597, -0.1723, -0.1645, -0.1405, -0.0987, -0.0897, -0.0772, -0.1119, -0.3058, -0.3561, -0.3942, -0.3798, -0.3718, -0.3923, -0.4159, -0.3724, -0.3426, -0.3582, -0.3593, -0.3449, -0.3443, -0.3255, -0.3004, -0.287, -0.2933, -0.2783, -0.2584, -0.2667, -0.2797, -0.2654, -0.2697, -0.2652, -0.2662, -0.2615, -0.2693, -0.2812, -0.2935, -0.2933]}
{"unit_id": "quote:1895224936664580568", "ticker_idx": 0, "ts": "2025-02-27T21:30:11+00:00", "symbol": "IOVA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Amtagvi at $48.7M in Q4 after having been $42.1M in Q3 is very bad. The therapy is too toxic and logistically complex. I'll say it again - people without some experience in healthcare don't innately appreciate how challenging of a regimen this is to administer. Tox and logistics matter.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish IOVA: Amtagvi QoQ growth only ~16%, therapy too toxic/logistically complex to scale, market rightly punishes guide-only quarter padded by Proleukin stocking revenue.", "resolved_tickers": ["IOVA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "This time $IOVA is down because Amtagvi QoQ growth was only ~16%.\n\nThe market does not want them to be hitting guide only thanks to Proleukin stocking revenue.\n\nAmtagvi at $48.7M in Q4 after having been $42.1M in Q3 is very bad. \n\nThe therapy is too toxic and logistically complex.  I’ll say it again - people without some experience in healthcare don’t innately appreciate how challenging of a regimen this is to administer.  Tox and logistics matter.  Yes, even in fatal cancers!", "reply_text": null, "parent_text": null, "quoted_text": "If you’re long $IOVA and only listening to the permabull biotwitter cult leading pumpers who won’t stop tweeting about how positive the earnings results were, you may be wondering why you’re down 20% right now. \n\nWell, it *does* happen that stocks irrationally trade down on good https://t.co/FjTLTqbomi", "parent_author": null, "ret_m1d": 0.24056615868511688, "ret_signed_m1d": -0.24056615868511688, "alpha_spy_m1d": -0.25593196441015387, "alpha_c_m1d": -0.2520480007545661, "bench_spy_m1d": -0.015365805725036985, "bench_c_m1d": -0.011481842069449244, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.047169768882415086, "ret_signed_p1d": 0.047169768882415086, "alpha_spy_p1d": 0.029649893865868027, "alpha_c_p1d": 0.05153426748484602, "bench_spy_p1d": -0.01751987501654706, "bench_c_p1d": 0.004364498602430933, "ret_p1w": -0.11556598999271694, "ret_signed_p1w": 0.11556598999271694, "alpha_spy_p1w": 0.08483448302289176, "alpha_c_p1w": 0.1179162093116245, "bench_spy_p1w": -0.030731506969825184, "bench_c_p1w": 0.0023502193189075538, "ret_p1m": -0.21462261710738872, "ret_signed_p1m": 0.21462261710738872, "alpha_spy_p1m": 0.15890340485085253, "alpha_c_p1m": 0.1988093574735833, "bench_spy_p1m": -0.0557192122565362, "bench_c_p1m": -0.01581325963380542, "ret_p3m": -0.5872641286632679, "ret_signed_p3m": 0.5872641286632679, "alpha_spy_p3m": 0.5821865975273701, "alpha_c_p3m": 0.4813297463679045, "bench_spy_p3m": -0.005077531135897817, "bench_c_p3m": -0.10593438229536345, "ret_p6m": -0.47405657088387165, "ret_signed_p6m": 0.47405657088387165, "alpha_spy_p6m": 0.5661551789248597, "alpha_c_p6m": 0.4048315674815497, "bench_spy_p6m": 0.09209860804098802, "bench_c_p6m": -0.06922500340232196, "ret_p1y": -0.11556598999271694, "ret_signed_p1y": 0.11556598999271694, "alpha_spy_p1y": 0.2740017200646506, "alpha_c_p1y": 0.18651832607931385, "bench_spy_p1y": 0.15843573007193368, "bench_c_p1y": 0.0709523360865969, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21462261710738872, "alpha_spy_stated": 0.15890340485085253, "alpha_c_stated": 0.1988093574735833, "price_path": [1.1863, 1.1509, 1.217, 1.1981, 1.1392, 1.059, 1.059, 0.9976, 1.1297, 1.1085, 1.0259, 1.0236, 0.8774, 0.8467, 0.8491, 0.842, 0.7123, 0.7028, 0.7406, 0.7594, 0.7665, 0.7925, 0.7382, 0.691, 0.7453, 0.8373, 0.8042, 0.7642, 0.7453, 0.691, 0.5094, 0.3632, 0.3892, 0.3939, 0.3585, 0.3939, 0.3868, 0.4127, 0.4599, 0.4741, 0.4741, 0.4599, 0.4316, 0.4646, 0.3797, 0.3302, 0.3703, 0.4387, 0.3868, 0.342, 0.2547, 0.2476, 0.2594, 0.2594, 0.3137, 0.3113, 0.3325, 0.3231, 0.3632, 0.309, 0.2594, 0.2618, 0.2406, 0.0, -0.0472, -0.0755, -0.0448, -0.1156, -0.1156, -0.1203, -0.0802, -0.0991, -0.1698, -0.1533, -0.1179, -0.158, -0.1604, -0.1651, -0.1651, -0.1439, -0.1792, -0.1887, -0.1439, -0.1604, -0.2146, -0.2335, -0.1651, -0.2335, -0.2925, -0.2854, -0.3278, -0.2288, -0.2783, -0.2217, -0.1958, -0.2382, -0.2759, -0.2783, -0.2736, -0.2429, -0.2476, -0.2075, -0.1722, -0.1486, -0.1604, -0.1533, -0.2146, -0.1745, -0.1745, -0.2689, -0.2618, -0.2524, -0.5873, -0.5448, -0.5778, -0.5967, -0.5849, -0.6085, -0.5684, -0.5495, -0.5849, -0.5873, -0.5802, -0.592, -0.5873, -0.5684, -0.5873, -0.5849, -0.5708, -0.5684, -0.5755, -0.5165, -0.4788, -0.4387, -0.4717, -0.4552, -0.4717, -0.5094, -0.5236, -0.5189, -0.533, -0.5637, -0.5566, -0.5802, -0.5896, -0.6014, -0.5943, -0.5896, -0.5873, -0.5873, -0.5991, -0.5825, -0.5307, -0.5448, -0.559, -0.5259, -0.5425, -0.4741, -0.4481, -0.4741, -0.4127, -0.2618, -0.0637, -0.2241, -0.2618, -0.3042, -0.3113, -0.3703, -0.3939, -0.3679, -0.3325, -0.3514, -0.3915, -0.3774, -0.5024, -0.5354, -0.4741, -0.4222, -0.4222, -0.3986, -0.4104, -0.3868, -0.4033, -0.4009, -0.3656, -0.4033, -0.4222, -0.4292, -0.4741, -0.4741]}
{"unit_id": "reply:1877858826390515900", "ticker_idx": 0, "ts": "2025-01-10T23:23:27+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I predict you'll lose your shirt, but it'll take a while.", "tweet_type": "prediction", "timeline": "months", "summary": "Bearish TMDX; predicts the long thesis will fail and the parent-tweet investor will lose money, albeit slowly.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Andre_AGTC Hm, I’ve never posted a single tweet on $AXSM.  \n\nGood luck though.  I predict you’ll lose your shirt, but it’ll take a while.", "reply_text": null, "parent_text": "$TMDX  NP\nBut based on this tweet I am intrigued \nTypically Scorpion publish such hit piece at the end of the down run. Plus is happily  amplified by Adam. \nAll points to good entry\nLike inverse Adam/ Cramer  index\nThe last case like that was $AXSM Year later the stock is +50%", "quoted_text": null, "parent_author": "Andre_AGTC", "ret_m1d": 0.07431685058608761, "ret_signed_m1d": -0.07431685058608761, "alpha_spy_m1d": -0.07586482150768292, "alpha_c_m1d": -0.08718279316255395, "bench_spy_m1d": -0.0015479709215953097, "bench_c_m1d": -0.012865942576466338, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023575364001314103, "ret_signed_p1d": 0.023575364001314103, "alpha_spy_p1d": 0.02495152798265643, "alpha_c_p1d": 0.01325428469713641, "bench_spy_p1d": 0.0013761639813423265, "bench_c_p1d": -0.010321079304177694, "ret_p1w": -0.11428576363386433, "ret_signed_p1w": 0.11428576363386433, "alpha_spy_p1w": 0.15154128177060144, "alpha_c_p1w": 0.12163776231040324, "bench_spy_p1w": 0.03725551813673711, "bench_c_p1w": 0.007351998676538907, "ret_p1m": 0.0854019255375893, "ret_signed_p1m": -0.0854019255375893, "alpha_spy_p1m": -0.047613154535952606, "alpha_c_p1m": -0.0545805342699861, "bench_spy_p1m": 0.03778877100163669, "bench_c_p1m": 0.030821391267603193, "ret_p3m": 0.35581564715487324, "ret_signed_p3m": -0.35581564715487324, "alpha_spy_p3m": -0.42573114141802704, "alpha_c_p3m": -0.3726685054529405, "bench_spy_p3m": -0.0699154942631538, "bench_c_p3m": -0.016852858298067264, "ret_p6m": 0.7692426900159879, "ret_signed_p6m": -0.7692426900159879, "alpha_spy_p6m": -0.6891610085759532, "alpha_c_p6m": -0.8119914333175363, "bench_spy_p6m": 0.08008168144003469, "bench_c_p6m": -0.04274874330154843, "ret_p1y": 1.216393441841861, "ret_signed_p1y": -1.216393441841861, "alpha_spy_p1y": -1.015019050387062, "alpha_c_p1y": -1.0808314739803209, "bench_spy_p1y": 0.20137439145479896, "bench_c_p1y": 0.13556196786154007, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0854019255375893, "alpha_spy_stated": -0.047613154535952606, "alpha_c_stated": -0.0545805342699861, "price_path": [1.1218, 1.1107, 1.0958, 1.0584, 1.0292, 0.9852, 0.9766, 0.9435, 0.9194, 0.8526, 0.9048, 0.9543, 0.971, 0.3817, 0.279, 0.2798, 0.2865, 0.3266, 0.2959, 0.3482, 0.3349, 0.3424, 0.3913, 0.4272, 0.4478, 0.3795, 0.2565, 0.2635, 0.2946, 0.2053, 0.2387, 0.1872, 0.2269, 0.2585, 0.36, 0.3538, 0.3293, 0.1154, 0.1274, 0.0343, 0.0657, 0.0904, 0.0771, 0.0517, 0.0259, 0.0033, 0.0027, 0.0258, -0.0495, -0.055, -0.0367, -0.0219, -0.0023, -0.0226, -0.0473, -0.0745, -0.0265, 0.0383, 0.0787, 0.1808, 0.2283, 0.1327, 0.0743, 0.0, -0.0236, -0.0564, -0.0941, -0.1069, -0.1143, -0.0325, -0.0234, -0.0504, -0.0465, 0.0464, 0.0231, 0.0453, 0.0546, 0.0735, 0.1263, 0.1642, 0.1475, 0.1335, 0.0966, 0.0634, 0.0854, 0.1119, 0.1269, 0.1713, 0.24, 0.178, 0.1233, 0.2041, 0.1397, 0.1516, 0.126, 0.1916, 0.0824, 0.079, 0.0529, 0.0194, 0.0532, 0.0309, 0.0562, 0.0473, 0.0047, 0.0699, 0.0568, 0.0771, 0.098, 0.0748, 0.0781, 0.1158, 0.1052, 0.0979, 0.0998, 0.0707, 0.0504, 0.0659, 0.1415, 0.1079, 0.0565, 0.0796, 0.0609, 0.1774, 0.1923, 0.2581, 0.3558, 0.3611, 0.333, 0.3777, 0.3696, 0.424, 0.4403, 0.4704, 0.4598, 0.4081, 0.4431, 0.4365, 0.4122, 0.4048, 0.4397, 0.4579, 0.4959, 0.4551, 0.7408, 0.8537, 0.9065, 0.9104, 0.9018, 0.8982, 0.9063, 0.9471, 0.894, 0.9257, 0.9399, 1.0067, 1.0081, 0.9936, 0.9847, 0.9351, 1.01, 1.0267, 1.1169, 1.171, 1.1764, 1.1992, 1.2308, 1.2333, 1.2308, 1.2164, 1.1265, 0.936, 0.9291, 0.9911, 1.0709, 1.0075, 1.0306, 1.0523, 1.0923, 1.0312, 0.9936, 1.017, 0.9542, 0.9474, 0.9736, 0.9482, 0.7558, 0.8248, 0.8061, 0.7692]}
{"unit_id": "reply:1861860083736687050", "ticker_idx": 0, "ts": "2024-11-27T19:50:10+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Much higher than $LLY tirzepatide", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish VKTX: GI adverse-event rates far exceed LLY's tirzepatide, making weight-loss comparisons misleading; implicitly favors LLY.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "No, $VKTX had very high nausea and vomiting rates in the cohort that he posted above.  Much higher than $LLY tirzepatide.  \n\nEveryone wants to show you the weight loss from the super high dose of viking while ignoring that the GI AE rates are way higher than Lilly’s.  It’s a misleading comparison.", "reply_text": null, "parent_text": "@A_May_MD @GilaMonstrum What's bad about VKTX' AE profile..?\n\nMild nausea, zero dropouts when they were consuming zero calories..?", "quoted_text": null, "parent_author": "Matthew_ABCD", "ret_m1d": 0.00143368777215791, "ret_signed_m1d": 0.00143368777215791, "alpha_spy_m1d": -0.0016056099658490197, "alpha_c_m1d": -0.0016056099658490197, "bench_spy_m1d": 0.0030392977380069297, "bench_c_m1d": 0.0030392977380069297, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009084093087393885, "ret_signed_p1d": 0.009084093087393885, "alpha_spy_p1d": 0.0028718346662641725, "alpha_c_p1d": 0.0028718346662641725, "bench_spy_p1d": 0.006212258421129713, "bench_c_p1d": 0.006212258421129713, "ret_p1w": 0.04748852971502848, "ret_signed_p1w": 0.04748852971502848, "alpha_spy_p1w": 0.03441317314701853, "alpha_c_p1w": 0.03441317314701853, "bench_spy_p1w": 0.013075356568009955, "bench_c_p1w": 0.013075356568009955, "ret_p1m": -0.018206229978078636, "ret_signed_p1m": -0.018206229978078636, "alpha_spy_p1m": -0.00379434797676681, "alpha_c_p1m": -0.00379434797676681, "bench_spy_p1m": -0.014411882001311827, "bench_c_p1m": -0.014411882001311827, "ret_p3m": 0.15788092258258235, "ret_signed_p3m": 0.15788092258258235, "alpha_spy_p3m": 0.19132703207552237, "alpha_c_p3m": 0.19132703207552237, "bench_spy_p3m": -0.033446109492940024, "bench_c_p3m": -0.033446109492940024, "ret_p6m": -0.04386560110618232, "ret_signed_p6m": -0.04386560110618232, "alpha_spy_p6m": -0.04564482653513646, "alpha_c_p6m": -0.04564482653513646, "bench_spy_p6m": 0.0017792254289541454, "bench_c_p6m": 0.0017792254289541454, "ret_p1y": 0.337143245408833, "ret_signed_p1y": 0.337143245408833, "alpha_spy_p1y": 0.1852040509189501, "alpha_c_p1y": 0.1852040509189501, "bench_spy_p1y": 0.1519391944898829, "bench_c_p1y": 0.1519391944898829, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.018206229978078636, "alpha_spy_stated": -0.00379434797676681, "alpha_c_stated": -0.00379434797676681, "price_path": [0.1909, 0.216, 0.2116, 0.1986, 0.1561, 0.1434, 0.1504, 0.1416, 0.1664, 0.1843, 0.17, 0.1698, 0.1478, 0.1463, 0.159, 0.1672, 0.1634, 0.1709, 0.1711, 0.1518, 0.1118, 0.1222, 0.1203, 0.1287, 0.1217, 0.1237, 0.1379, 0.1573, 0.165, 0.1535, 0.1806, 0.1773, 0.1568, 0.1608, 0.1617, 0.1627, 0.1477, 0.1516, 0.1441, 0.129, 0.1307, 0.1344, 0.1445, 0.0726, 0.051, 0.0373, 0.0211, 0.021, -0.0166, 0.0101, 0.0533, 0.0544, 0.0372, 0.0283, -0.0041, -0.0533, -0.0774, -0.0742, -0.0441, -0.0486, -0.051, -0.0421, 0.0014, 0.0, 0.0091, 0.0147, 0.0319, 0.0528, 0.0475, 0.0489, 0.0195, 0.0145, 0.0099, -0.0074, 0.0012, -0.0117, -0.0121, -0.0298, -0.0389, -0.0259, 0.0103, 0.0095, 0.0075, -0.0064, -0.0182, -0.0205, -0.0128, -0.0079, -0.0293, -0.0189, -0.0012, 0.0149, 0.0118, -0.0549, -0.0526, -0.0388, -0.0793, -0.0582, -0.0434, -0.0274, -0.0035, 0.0253, 0.0213, 0.0202, 0.0445, 0.029, 0.0282, 0.0481, 0.0685, 0.1043, 0.1143, 0.1024, 0.0975, 0.1076, 0.1062, 0.073, 0.0894, 0.1019, 0.1097, 0.1104, 0.1202, 0.1461, 0.1629, 0.1504, 0.17, 0.1816, 0.1579, 0.1816, 0.16, 0.1052, 0.0546, 0.0473, 0.0445, 0.0188, 0.0339, 0.0482, 0.0453, 0.0638, 0.0708, 0.0645, 0.0992, 0.0833, 0.0507, 0.0443, 0.0453, 0.0497, 0.0234, 0.0399, 0.0029, -0.0618, -0.0802, -0.077, -0.0421, -0.0838, -0.0692, -0.0413, -0.0377, -0.066, 0.0675, 0.0396, 0.0517, 0.0541, 0.0926, 0.1242, 0.115, 0.125, 0.1425, 0.0092, 0.0468, 0.044, -0.0149, -0.0129, -0.045, -0.0664, -0.0397, -0.0518, -0.0906, -0.068, -0.0354, -0.0384, -0.0487, -0.0768, -0.0892, -0.0911, -0.0764, -0.0838, -0.0798, -0.0606, -0.0485, -0.0439]}
{"unit_id": "orig:1879239822729937117", "ticker_idx": 0, "ts": "2025-01-14T18:51:02+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my guess is that this is another chance to buy at the first sign of a launch outperforming", "tweet_type": "prediction", "timeline": "weeks", "summary": "Sees BBIO launch curse broken by strong Attruby sales; frames it as a buy opportunity analogous to VRNA's successful launch.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Is it just me or does it feel like the $BBIO curse may have finally been broken?  Stock is still a ways off from 52wk highs, but those initial Attruby sales look convincing.  \n\nTime will tell, but my guess is that this is another chance to buy at the first sign of a launch outperforming.  Those who did so with $VRNA have been quite pleased!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.052661143774929364, "ret_signed_m1d": -0.052661143774929364, "alpha_spy_m1d": -0.05128687101825524, "alpha_c_m1d": -0.06308985867260675, "bench_spy_m1d": -0.001374272756674122, "bench_c_m1d": 0.010428714897677382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016991982867985977, "ret_signed_p1d": -0.016991982867985977, "alpha_spy_p1d": -0.03518179650836817, "alpha_c_p1d": -0.021063575001831647, "bench_spy_p1d": 0.01818981364038219, "bench_c_p1d": 0.0040715921338456695, "ret_p1w": 0.0066002138287573064, "ret_signed_p1w": 0.0066002138287573064, "alpha_spy_p1w": -0.03505289724944016, "alpha_c_p1w": -0.008971195556183975, "bench_spy_p1w": 0.04165311107819747, "bench_c_p1w": 0.015571409384941282, "ret_p1m": -0.11360764297990167, "ret_signed_p1m": -0.11360764297990167, "alpha_spy_p1m": -0.16091171500936696, "alpha_c_p1m": -0.15925065741695377, "bench_spy_p1m": 0.047304072029465294, "bench_c_p1m": 0.0456430144370521, "ret_p3m": -0.038337252670100574, "ret_signed_p3m": -0.038337252670100574, "alpha_spy_p3m": 0.035457931425187494, "alpha_c_p3m": -0.025642384539972696, "bench_spy_p3m": -0.07379518409528807, "bench_c_p3m": -0.012694868130127879, "ret_p6m": 0.3127370391627615, "ret_signed_p6m": 0.3127370391627615, "alpha_spy_p6m": 0.22753905932665264, "alpha_c_p6m": 0.3565259484758728, "bench_spy_p6m": 0.08519797983610888, "bench_c_p6m": -0.0437889093131113, "ret_p1y": 1.1418340996119731, "ret_signed_p1y": 1.1418340996119731, "alpha_spy_p1y": 0.9388436274978846, "alpha_c_p1y": 1.0009712218724378, "bench_spy_p1y": 0.2029904721140885, "bench_c_p1y": 0.14086287773953532, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11360764297990167, "alpha_spy_stated": -0.16091171500936696, "alpha_c_stated": -0.15925065741695377, "price_path": [-0.2726, -0.2759, -0.2872, -0.2602, -0.2644, -0.2692, -0.2934, -0.2995, -0.3133, -0.3212, -0.3304, -0.3136, -0.3119, -0.3318, -0.3425, -0.2844, -0.2922, -0.2832, -0.2807, -0.2731, -0.2392, -0.2664, -0.3085, -0.3037, -0.3228, -0.3338, -0.3723, -0.3669, -0.3529, -0.3473, -0.3422, -0.2363, -0.2574, -0.2279, -0.2392, -0.2529, -0.2535, -0.2389, -0.2512, -0.1914, -0.1715, -0.1844, -0.1861, -0.2229, -0.2279, -0.2217, -0.2186, -0.2703, -0.2639, -0.256, -0.2201, -0.1987, -0.2026, -0.2139, -0.2327, -0.2293, -0.208, -0.2102, -0.2063, -0.1897, -0.1729, -0.1833, -0.0527, 0.0, -0.017, -0.042, -0.051, 0.0133, 0.0066, 0.0417, 0.0558, 0.0299, 0.0198, 0.024, 0.0103, -0.0392, -0.1285, -0.0737, -0.058, -0.0816, -0.1055, -0.108, -0.126, -0.1027, -0.1136, -0.0198, -0.0032, 0.0192, 0.0337, 0.035, 0.0181, -0.0352, -0.0605, -0.0381, -0.0198, -0.0729, -0.058, -0.0178, -0.0948, -0.1133, -0.1181, -0.0917, -0.0847, -0.0925, -0.074, -0.0729, -0.0959, -0.0521, -0.0476, -0.0235, 0.0454, 0.0319, 0.0139, 0.0223, -0.0139, -0.0291, -0.0726, -0.0277, -0.0431, -0.1189, -0.1386, -0.1535, -0.0765, -0.0925, -0.0476, -0.0212, -0.0383, -0.0493, -0.0487, -0.0588, -0.04, -0.0105, 0.01, 0.0197, 0.008, 0.0229, 0.0774, 0.0785, 0.0833, 0.0734, 0.0375, 0.006, -0.0212, -0.0403, 0.0021, -0.0659, -0.0546, -0.0524, -0.0496, -0.0538, -0.0532, -0.0777, -0.074, -0.0636, -0.0704, -0.0939, -0.0628, -0.0381, -0.0041, 0.0538, 0.0678, 0.0768, 0.0847, 0.0962, 0.126, 0.0968, 0.1136, 0.1173, 0.1555, 0.1254, 0.1234, 0.172, 0.1845, 0.2484, 0.2465, 0.2672, 0.2599, 0.2128, 0.2015, 0.2029, 0.2355, 0.2217, 0.213, 0.2914, 0.2995, 0.3052, 0.3394, 0.3191, 0.3228, 0.3127]}
{"unit_id": "reply:1876670993713799254", "ticker_idx": 0, "ts": "2025-01-07T16:43:26+00:00", "symbol": "INSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the door is open for the possibility of some seriously huge projections in the scenario that this become the 'it' drug in COPD", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on the drug's revenue potential surpassing INSM's $12B comps if it becomes the dominant COPD therapy.", "resolved_tickers": ["INSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Exactly!  If we really are completely throwing away the recent thinking about the potential market size here (this beat suggests we *should* be doing that) then the door is open for the possibility of some seriously huge projections in the scenario that this become the \"it\" drug in COPD.", "reply_text": null, "parent_text": "@A_May_MD this could feasibly do more in revenue than $INSM brenso. And that's a $12B company with obviously huge revenue expectations", "quoted_text": null, "parent_author": "Sanctuary_Bio", "ret_m1d": 0.007714447610375874, "ret_signed_m1d": 0.007714447610375874, "alpha_spy_m1d": -0.003718946899898823, "alpha_c_m1d": 0.012653217950747697, "bench_spy_m1d": 0.011433394510274697, "bench_c_m1d": -0.004938770340371823, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0058992495242448095, "ret_signed_p1d": -0.0058992495242448095, "alpha_spy_p1d": -0.0073602611944091345, "alpha_c_p1d": -0.011052729601937705, "bench_spy_p1d": 0.001461011670164325, "bench_c_p1d": 0.005153480077692896, "ret_p1w": 0.061866530027685496, "ret_signed_p1w": 0.061866530027685496, "alpha_spy_p1w": 0.05481617052790355, "alpha_c_p1w": 0.05571092238183151, "bench_spy_p1w": 0.007050359499781944, "bench_c_p1w": 0.006155607645853989, "ret_p1m": 0.20934799894289435, "ret_signed_p1m": 0.20934799894289435, "alpha_spy_p1m": 0.18872371993048054, "alpha_c_p1m": 0.16124855396310145, "bench_spy_p1m": 0.020624279012413815, "bench_c_p1m": 0.048099444979792905, "ret_p3m": 0.021781915415392872, "ret_signed_p3m": 0.021781915415392872, "alpha_spy_p3m": 0.08694949038491862, "alpha_c_p3m": 0.024739084505448816, "bench_spy_p3m": -0.06516757496952574, "bench_c_p3m": -0.0029571690900559444, "ret_p6m": 0.4851005808310742, "ret_signed_p6m": 0.4851005808310742, "alpha_spy_p6m": 0.41932900572908394, "alpha_c_p6m": 0.5090722980681706, "bench_spy_p6m": 0.06577157510199028, "bench_c_p6m": -0.023971717237096346, "ret_p1y": 1.6617758220554242, "ret_signed_p1y": 1.6617758220554242, "alpha_spy_p1y": 1.4688012073573071, "alpha_c_p1y": 1.5159958336948345, "bench_spy_p1y": 0.19297461469811705, "bench_c_p1y": 0.1457799883605897, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20934799894289435, "alpha_spy_stated": 0.18872371993048054, "alpha_c_stated": 0.16124855396310145, "price_path": [0.0664, 0.0796, 0.0582, 0.0846, 0.1278, 0.1357, 0.1293, 0.1594, 0.1234, 0.1275, 0.0933, 0.1145, 0.0882, 0.0847, 0.0734, 0.0885, 0.0732, 0.0634, 0.0177, 0.0334, 0.03, 0.0483, 0.1021, 0.0844, 0.1124, 0.0864, 0.061, 0.0679, 0.0779, 0.0027, 0.0076, 0.1151, 0.0992, 0.1165, 0.1065, 0.1207, 0.1448, 0.1478, 0.1369, 0.0954, 0.0956, 0.1399, 0.1395, 0.1405, 0.1007, 0.0985, 0.1224, 0.0899, 0.0835, 0.1101, 0.1171, 0.0588, 0.0499, 0.0655, 0.0678, 0.0669, 0.069, 0.0529, 0.0417, 0.0443, 0.0581, 0.0567, 0.0077, 0.0, -0.0059, -0.013, 0.0427, 0.033, 0.0619, 0.1004, 0.0968, 0.1609, 0.1867, 0.1774, 0.1871, 0.1743, 0.1868, 0.1799, 0.154, 0.1584, 0.178, 0.2254, 0.2319, 0.2219, 0.2093, 0.1817, 0.2084, 0.2041, 0.19, 0.1997, 0.2307, 0.268, 0.2647, 0.2261, 0.2106, 0.1723, 0.1814, 0.1957, 0.2336, 0.154, 0.1679, 0.173, 0.1348, 0.1328, 0.1053, 0.1148, 0.12, 0.1355, 0.1579, 0.1764, 0.1646, 0.1941, 0.1915, 0.2089, 0.2007, 0.188, 0.1582, 0.1752, 0.1797, 0.154, 0.0891, 0.1109, 0.1092, 0.0464, 0.03, -0.0172, 0.0218, -0.0197, 0.0372, 0.0744, 0.075, 0.0619, 0.0989, 0.0514, 0.0776, 0.0709, 0.0431, 0.0542, 0.0567, 0.08, 0.0891, 0.0988, 0.0936, 0.0979, 0.0266, 0.0328, -0.0073, -0.0156, 0.0248, -0.0061, -0.0076, 0.0168, 0.0304, 0.0268, 0.0363, -0.0014, 0.0008, 0.0215, 0.0289, 0.0038, 0.0469, 0.0548, 0.0843, 0.1054, 0.1147, 0.1003, 0.1136, 0.0691, 0.3754, 0.4821, 0.4654, 0.4934, 0.5367, 0.5169, 0.5045, 0.5532, 0.5946, 0.6019, 0.586, 0.539, 0.5049, 0.5223, 0.4766, 0.486, 0.4794, 0.4665, 0.4542, 0.4592, 0.4621, 0.4851]}
{"unit_id": "reply:1887601627692966362", "ticker_idx": 0, "ts": "2025-02-06T20:37:52+00:00", "symbol": "TECX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Round 2 of $TECX selling off because of $LLY. We saw what happened last time. 🫡", "tweet_type": "prediction", "timeline": "days", "summary": "Implies TECX sell-off driven by LLY is an overreaction that will reverse, as it did last time.", "resolved_tickers": ["TECX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bio_clouseau “Yeah we developed a shitty drug” or “yeah we designed a shitty trial” weren’t really options for Dan to say there. \n\nRound 2 of $TECX selling off because of $LLY.  We saw what happened last time.  🫡", "reply_text": null, "parent_text": "$LLY comments on their own relaxin failure put the blame on the relaxin mechanism and not their molecule. But wishes competitors well! $TECX $AZN", "quoted_text": null, "parent_author": "bio_clouseau", "ret_m1d": 0.09882636267528122, "ret_signed_m1d": 0.09882636267528122, "alpha_spy_m1d": 0.10228995406159935, "alpha_c_m1d": 0.0897859727220287, "bench_spy_m1d": -0.0034635913863181322, "bench_c_m1d": 0.009040389953252514, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14436614862598363, "ret_signed_p1d": -0.14436614862598363, "alpha_spy_p1d": -0.1352126346749123, "alpha_c_p1d": -0.1396760231009846, "bench_spy_p1d": -0.009153513951071335, "bench_c_p1d": -0.004690125524999034, "ret_p1w": -0.19201879338434757, "ret_signed_p1w": -0.19201879338434757, "alpha_spy_p1w": -0.19764298266099578, "alpha_c_p1w": -0.18705694854158872, "bench_spy_p1w": 0.005624189276648206, "bench_c_p1w": -0.004961844842758856, "ret_p1m": -0.49976525283474105, "ret_signed_p1m": -0.49976525283474105, "alpha_spy_p1m": -0.42432657784581695, "alpha_c_p1m": -0.503503830873716, "bench_spy_p1m": -0.07543867498892409, "bench_c_p1m": 0.003738578038974927, "ret_p3m": -0.5065727415334762, "ret_signed_p3m": -0.5065727415334762, "alpha_spy_p3m": -0.44132641217960067, "alpha_c_p3m": -0.42187314610276927, "bench_spy_p3m": -0.06524632935387553, "bench_c_p3m": -0.08469959543070693, "ret_p6m": -0.4762910735901693, "ret_signed_p6m": -0.4762910735901693, "alpha_spy_p6m": -0.533465723762627, "alpha_c_p6m": -0.3686737976674681, "bench_spy_p6m": 0.05717465017245771, "bench_c_p6m": -0.1076172759227012, "ret_p1y": -0.4171361311482221, "ret_signed_p1y": -0.4171361311482221, "alpha_spy_p1y": -0.5751042804008745, "alpha_c_p1y": -0.49835911817860545, "bench_spy_p1y": 0.15796814925265235, "bench_c_p1y": 0.08122298703038333, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.19201879338434757, "alpha_spy_stated": -0.19764298266099578, "alpha_c_stated": -0.18705694854158872, "price_path": [-0.0171, 0.0099, 0.0528, 0.0641, 0.0319, 0.0815, 0.1209, 0.0972, 0.0155, -0.0505, -0.0873, -0.0408, 0.0336, 0.0538, 0.1291, 0.1277, 0.123, 0.154, 0.1685, 0.1815, 0.2136, 0.2038, 0.2033, 0.2082, 0.1646, 0.1376, 0.1441, 0.0883, 0.0641, 0.0451, 0.1157, 0.0141, 0.0343, 0.1136, 0.1164, 0.1869, 0.2019, 0.104, 0.0984, 0.0838, 0.0725, 0.139, 0.1369, 0.0932, 0.0298, -0.0573, -0.112, -0.108, -0.0345, -0.0136, -0.0399, -0.0286, -0.0141, -0.0094, 0.0972, -0.0333, -0.4263, -0.3962, 0.2873, 0.2709, 0.188, 0.127, 0.0988, 0.0, -0.1444, -0.1838, -0.2519, -0.2582, -0.192, -0.165, -0.2587, -0.2608, -0.2761, -0.3066, -0.3599, -0.3754, -0.3725, -0.3998, -0.4066, -0.4505, -0.457, -0.4376, -0.4669, -0.4559, -0.4998, -0.4695, -0.4221, -0.4481, -0.3984, -0.4376, -0.4854, -0.4854, -0.4793, -0.5035, -0.4977, -0.5019, -0.5538, -0.5561, -0.5622, -0.5843, -0.6047, -0.58, -0.6087, -0.6333, -0.6354, -0.6556, -0.6047, -0.6085, -0.6207, -0.5805, -0.5789, -0.5878, -0.6005, -0.5793, -0.5425, -0.5413, -0.4746, -0.5049, -0.5263, -0.5251, -0.5103, -0.5385, -0.4894, -0.4979, -0.5559, -0.5547, -0.5066, -0.5362, -0.5138, -0.5261, -0.5329, -0.5143, -0.5073, -0.4505, -0.4235, -0.47, -0.4789, -0.4918, -0.4941, -0.4941, -0.4742, -0.4951, -0.4599, -0.4535, -0.4681, -0.473, -0.4587, -0.4254, -0.4094, -0.4484, -0.4732, -0.4862, -0.4941, -0.5185, -0.5352, -0.535, -0.5599, -0.5265, -0.5223, -0.5289, -0.5352, -0.5336, -0.5268, -0.5049, -0.4991, -0.5122, -0.5162, -0.4941, -0.4901, -0.4685, -0.4573, -0.4967, -0.4702, -0.4535, -0.4857, -0.4854, -0.4784, -0.462, -0.477, -0.4761, -0.4662, -0.4763, -0.4714, -0.4791, -0.5134, -0.5033, -0.4711, -0.4563, -0.4854, -0.4763]}
{"unit_id": "thread:1597775719446515712", "ticker_idx": 0, "ts": "2022-11-30T02:13:11+00:00", "symbol": "FATE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "look what the have to show for the money they're spending (registrational trials upcoming in 23)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Defends FATE's pipeline value despite stock disaster; bearish SANA as a cash furnace with nothing to show.", "resolved_tickers": ["FATE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@Biotech2k1 @BiomedicalRX Cold take my friend.\n\n$FATE is burning only 10% more cash with an equally large preclinical pipeline and infinity times the number of clinical stage assets (0 vs 7). Discussing multiple registration directed opportunities versus discussing *filing* an IND. Come on man.\n\n---\n\n@Biotech2k1 @BiomedicalRX None of this is to say that $FATE stock hasn't been a disaster. But look what the have to show for the money they're spending (registrational trials upcoming in 23) versus what $SANA has (literally nothing).  Not sure I can find a cash furnace worse than SANA.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.047070103583140455, "ret_signed_m1d": -0.047070103583140455, "alpha_spy_m1d": -0.016531617797380882, "alpha_c_m1d": -0.023764016649071573, "bench_spy_m1d": -0.030538485785759573, "bench_c_m1d": -0.02330608693406888, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02305473339443198, "ret_signed_p1d": -0.02305473339443198, "alpha_spy_p1d": -0.02231883878819263, "alpha_c_p1d": -0.02593177822648096, "bench_spy_p1d": -0.0007358946062393512, "bench_c_p1d": 0.0028770448320489805, "ret_p1w": -0.08261284046906481, "ret_signed_p1w": -0.08261284046906481, "alpha_spy_p1w": -0.046996705494181334, "alpha_c_p1w": -0.0790158365688407, "bench_spy_p1w": -0.03561613497488347, "bench_c_p1w": -0.003597003900224105, "ret_p1m": -0.5153698222629547, "ret_signed_p1m": -0.5153698222629547, "alpha_spy_p1m": -0.45774173240217775, "alpha_c_p1m": -0.4965926151667869, "bench_spy_p1m": -0.05762808986077694, "bench_c_p1m": -0.018777207096167814, "ret_p3m": -0.7065321698811874, "ret_signed_p3m": -0.7065321698811874, "alpha_spy_p3m": -0.7025242693758369, "alpha_c_p3m": -0.6395062486796025, "bench_spy_p3m": -0.004007900505350492, "bench_c_p3m": -0.0670259212015849, "ret_p6m": -0.7478386130185616, "ret_signed_p6m": -0.7478386130185616, "alpha_spy_p6m": -0.806329926048953, "alpha_c_p6m": -0.6927904147248529, "bench_spy_p6m": 0.058491313030391456, "bench_c_p6m": -0.05504819829370866, "ret_p1y": -0.8727185334192771, "ret_signed_p1y": -0.8727185334192771, "alpha_spy_p1y": -1.0165749577626737, "alpha_c_p1y": -0.8364913329469653, "bench_spy_p1y": 0.14385642434339663, "bench_c_p1y": -0.03622720047231176, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5153698222629547, "alpha_spy_stated": -0.45774173240217775, "alpha_c_stated": -0.4965926151667869, "price_path": [0.2555, 0.2983, 0.2834, 0.2152, 0.3117, 0.3573, 0.3497, 0.3987, 0.2291, 0.2526, 0.2992, 0.2008, 0.2157, 0.1647, 0.1273, 0.0793, 0.0552, 0.0106, 0.0509, 0.1095, 0.073, 0.0764, 0.0889, 0.1446, 0.1316, 0.1153, 0.0312, 0.024, 0.0053, 0.0245, 0.0303, -0.0221, 0.0125, 0.0394, -0.0548, -0.0855, -0.0735, -0.0917, -0.0557, 0.0014, -0.0082, 0.0471, 0.0048, 0.0082, -0.0375, -0.0658, -0.0471, -0.0548, -0.0581, -0.098, 0.0072, 0.1028, 0.0644, 0.0701, -0.0101, -0.0341, -0.0456, -0.0567, -0.061, -0.0562, -0.0476, -0.0749, -0.0471, 0.0, -0.0231, 0.0043, -0.0202, -0.0807, -0.0826, -0.0817, -0.0922, -0.2219, -0.2137, -0.2618, -0.3175, -0.3718, -0.3876, -0.3934, -0.4116, -0.44, -0.4712, -0.5101, -0.5264, -0.5197, -0.5154, -0.5115, -0.4659, -0.4717, -0.7963, -0.7469, -0.7363, -0.7253, -0.7185, -0.7406, -0.7253, -0.7209, -0.7286, -0.7373, -0.7334, -0.7392, -0.7406, -0.7454, -0.7157, -0.7248, -0.7137, -0.694, -0.672, -0.67, -0.6748, -0.6715, -0.6897, -0.7022, -0.7012, -0.6931, -0.6964, -0.6955, -0.7051, -0.6854, -0.7104, -0.6969, -0.707, -0.7219, -0.7113, -0.7061, -0.7075, -0.7075, -0.7065, -0.7205, -0.7272, -0.7301, -0.743, -0.7656, -0.7411, -0.7368, -0.7329, -0.7325, -0.7339, -0.7329, -0.7397, -0.7526, -0.7488, -0.7411, -0.7368, -0.7469, -0.7334, -0.7454, -0.7262, -0.7209, -0.7344, -0.7358, -0.719, -0.7368, -0.7291, -0.7305, -0.7022, -0.7113, -0.6835, -0.7008, -0.6945, -0.7118, -0.7012, -0.6955, -0.7104, -0.7205, -0.7195, -0.7085, -0.6945, -0.7157, -0.6964, -0.7037, -0.7272, -0.7382, -0.7411, -0.7435, -0.7474, -0.7613, -0.744, -0.7642, -0.7584, -0.7651, -0.7608, -0.7488, -0.7373, -0.7435, -0.7579, -0.7536, -0.7618, -0.7574, -0.7565, -0.7478]}
{"unit_id": "reply:1892199027510296586", "ticker_idx": 0, "ts": "2025-02-19T13:06:18+00:00", "symbol": "IBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IBIO just a whole lot cheaper and seemingly undiscovered!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IBIO as undervalued and undiscovered relative to SRRK.", "resolved_tickers": ["IBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Maximus_Holla Like ‘em both!  $IBIO just a whole lot cheaper and seemingly undiscovered!", "reply_text": null, "parent_text": "@A_May_MD SRRK make more sense IMO!", "quoted_text": null, "parent_author": "Maximus_Holla", "ret_m1d": -0.04415580313932255, "ret_signed_m1d": -0.04415580313932255, "alpha_spy_m1d": -0.041806417153922415, "alpha_c_m1d": -0.031314201389040175, "bench_spy_m1d": -0.002349385985400132, "bench_c_m1d": -0.012841601750282372, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05714280406265271, "ret_signed_p1d": -0.05714280406265271, "alpha_spy_p1d": -0.052982357083764975, "alpha_c_p1d": -0.06274385232363766, "bench_spy_p1d": -0.004160446978887733, "bench_c_p1d": 0.005601048260984953, "ret_p1w": -0.02337660166199429, "ret_signed_p1w": -0.02337660166199429, "alpha_spy_p1w": 0.0066268885880943484, "alpha_c_p1w": -0.033076146753872715, "bench_spy_p1w": -0.030003490250088638, "bench_c_p1w": 0.009699545091878425, "ret_p1m": 0.18441559889200376, "ret_signed_p1m": 0.18441559889200376, "alpha_spy_p1m": 0.26181427478470665, "alpha_c_p1m": 0.18024905114582035, "bench_spy_p1m": -0.07739867589270288, "bench_c_p1m": 0.004166547746183413, "ret_p3m": -0.7870129835949435, "ret_signed_p3m": -0.7870129835949435, "alpha_spy_p3m": -0.7571617233472715, "alpha_c_p3m": -0.7106546383376131, "bench_spy_p3m": -0.02985126024767204, "bench_c_p3m": -0.07635834525733043, "ret_p6m": -0.8025974001846661, "ret_signed_p6m": -0.8025974001846661, "alpha_spy_p6m": -0.8498973787732074, "alpha_c_p6m": -0.7499397297283054, "bench_spy_p6m": 0.04729997858854129, "bench_c_p6m": -0.05265767045636072, "ret_p1y": -0.38181813678043264, "ret_signed_p1y": -0.38181813678043264, "alpha_spy_p1y": -0.5198372709674829, "alpha_c_p1y": -0.47183394929984146, "bench_spy_p1y": 0.13801913418705025, "bench_c_p1y": 0.09001581251940882, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18441559889200376, "alpha_spy_stated": 0.26181427478470665, "alpha_c_stated": 0.18024905114582035, "price_path": [-0.4416, -0.4078, -0.4338, -0.4208, -0.4312, -0.3636, -0.3143, -0.3351, -0.3403, -0.3169, -0.2364, -0.2727, -0.3247, -0.3143, -0.3273, -0.2805, -0.2831, -0.3091, -0.3247, -0.3481, -0.4, -0.3896, -0.3714, -0.3766, -0.3714, -0.3558, -0.387, -0.3714, -0.374, -0.3636, -0.3818, -0.3636, -0.3714, -0.3636, -0.361, -0.2961, -0.2935, -0.3377, -0.3558, -0.2909, -0.2597, -0.2623, -0.2649, -0.2416, -0.2026, -0.2182, -0.2026, -0.226, -0.2364, -0.2312, -0.2286, -0.2182, -0.187, -0.174, -0.1169, -0.0675, -0.0338, -0.1117, -0.1766, -0.0442, -0.0649, -0.1091, -0.0442, 0.0, -0.0571, -0.0961, -0.1065, 0.0104, -0.0234, 0.3117, 0.5143, 0.6649, 0.5455, 0.6442, 0.5974, 0.4545, 0.439, 0.4857, 0.4416, 0.3325, 0.3195, 0.2623, 0.174, 0.1403, 0.1844, 0.2026, 0.2026, 0.1455, 0.1195, 0.1455, 0.0701, 0.0442, 0.0156, 0.0701, -0.013, -0.161, -0.6078, -0.6883, -0.6675, -0.6857, -0.6883, -0.6935, -0.7143, -0.7455, -0.7688, -0.7792, -0.8182, -0.8026, -0.7792, -0.761, -0.7273, -0.7273, -0.7247, -0.7325, -0.7377, -0.7455, -0.7792, -0.7792, -0.7844, -0.8, -0.7948, -0.7922, -0.8104, -0.8104, -0.7922, -0.7922, -0.787, -0.8, -0.7948, -0.787, -0.7896, -0.7896, -0.7974, -0.8, -0.787, -0.7818, -0.7429, -0.7584, -0.7455, -0.7636, -0.7532, -0.7506, -0.7325, -0.7584, -0.774, -0.7896, -0.7662, -0.8, -0.8156, -0.8052, -0.8104, -0.8156, -0.8026, -0.8026, -0.8052, -0.8078, -0.8078, -0.7974, -0.7818, -0.7818, -0.7844, -0.7896, -0.8, -0.813, -0.8104, -0.8104, -0.8104, -0.8104, -0.8078, -0.8026, -0.8078, -0.8104, -0.8156, -0.8208, -0.8234, -0.8234, -0.8286, -0.8364, -0.839, -0.8442, -0.8468, -0.8468, -0.8468, -0.8519, -0.8104, -0.8234, -0.8078, -0.8078, -0.8104, -0.8026]}
{"unit_id": "thread:1892197310085390744", "ticker_idx": 0, "ts": "2025-02-19T12:59:28+00:00", "symbol": "IBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When does a microcap like $IBIO start to get some attention here? $IBIO and $SRRK are really the only ways to play myostatin right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both IBIO and SRRK flagged as the only plays on validated myostatin MOA amid rising industry focus on muscle-preserving obesity drugs.", "resolved_tickers": ["IBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "(1) WSJ article saying $NVS wants to buy muscle-preserving obesity drugs.\n(2) Reuters article (today) \"Fat, not muscle: drugmakers in race for next weight-loss breakthrough\"\nWhen does a microcap like $IBIO start to get some attention here?  $IBIO and $SRRK are really the only ways to play myostatin right now, which is the only MOA that has actually been validated in muscle performance outcomes (albeit in SMA).\n\n---\n\nMaybe this is what $IBIO needs to start getting that myostatin/obesity respect 😅", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04415580313932255, "ret_signed_m1d": -0.04415580313932255, "alpha_spy_m1d": -0.041806417153922415, "alpha_c_m1d": -0.031314201389040175, "bench_spy_m1d": -0.002349385985400132, "bench_c_m1d": -0.012841601750282372, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05714280406265271, "ret_signed_p1d": -0.05714280406265271, "alpha_spy_p1d": -0.052982357083764975, "alpha_c_p1d": -0.06274385232363766, "bench_spy_p1d": -0.004160446978887733, "bench_c_p1d": 0.005601048260984953, "ret_p1w": -0.02337660166199429, "ret_signed_p1w": -0.02337660166199429, "alpha_spy_p1w": 0.0066268885880943484, "alpha_c_p1w": -0.033076146753872715, "bench_spy_p1w": -0.030003490250088638, "bench_c_p1w": 0.009699545091878425, "ret_p1m": 0.18441559889200376, "ret_signed_p1m": 0.18441559889200376, "alpha_spy_p1m": 0.26181427478470665, "alpha_c_p1m": 0.18024905114582035, "bench_spy_p1m": -0.07739867589270288, "bench_c_p1m": 0.004166547746183413, "ret_p3m": -0.7870129835949435, "ret_signed_p3m": -0.7870129835949435, "alpha_spy_p3m": -0.7571617233472715, "alpha_c_p3m": -0.7106546383376131, "bench_spy_p3m": -0.02985126024767204, "bench_c_p3m": -0.07635834525733043, "ret_p6m": -0.8025974001846661, "ret_signed_p6m": -0.8025974001846661, "alpha_spy_p6m": -0.8498973787732074, "alpha_c_p6m": -0.7499397297283054, "bench_spy_p6m": 0.04729997858854129, "bench_c_p6m": -0.05265767045636072, "ret_p1y": -0.38181813678043264, "ret_signed_p1y": -0.38181813678043264, "alpha_spy_p1y": -0.5198372709674829, "alpha_c_p1y": -0.47183394929984146, "bench_spy_p1y": 0.13801913418705025, "bench_c_p1y": 0.09001581251940882, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18441559889200376, "alpha_spy_stated": 0.26181427478470665, "alpha_c_stated": 0.18024905114582035, "price_path": [-0.4416, -0.4078, -0.4338, -0.4208, -0.4312, -0.3636, -0.3143, -0.3351, -0.3403, -0.3169, -0.2364, -0.2727, -0.3247, -0.3143, -0.3273, -0.2805, -0.2831, -0.3091, -0.3247, -0.3481, -0.4, -0.3896, -0.3714, -0.3766, -0.3714, -0.3558, -0.387, -0.3714, -0.374, -0.3636, -0.3818, -0.3636, -0.3714, -0.3636, -0.361, -0.2961, -0.2935, -0.3377, -0.3558, -0.2909, -0.2597, -0.2623, -0.2649, -0.2416, -0.2026, -0.2182, -0.2026, -0.226, -0.2364, -0.2312, -0.2286, -0.2182, -0.187, -0.174, -0.1169, -0.0675, -0.0338, -0.1117, -0.1766, -0.0442, -0.0649, -0.1091, -0.0442, 0.0, -0.0571, -0.0961, -0.1065, 0.0104, -0.0234, 0.3117, 0.5143, 0.6649, 0.5455, 0.6442, 0.5974, 0.4545, 0.439, 0.4857, 0.4416, 0.3325, 0.3195, 0.2623, 0.174, 0.1403, 0.1844, 0.2026, 0.2026, 0.1455, 0.1195, 0.1455, 0.0701, 0.0442, 0.0156, 0.0701, -0.013, -0.161, -0.6078, -0.6883, -0.6675, -0.6857, -0.6883, -0.6935, -0.7143, -0.7455, -0.7688, -0.7792, -0.8182, -0.8026, -0.7792, -0.761, -0.7273, -0.7273, -0.7247, -0.7325, -0.7377, -0.7455, -0.7792, -0.7792, -0.7844, -0.8, -0.7948, -0.7922, -0.8104, -0.8104, -0.7922, -0.7922, -0.787, -0.8, -0.7948, -0.787, -0.7896, -0.7896, -0.7974, -0.8, -0.787, -0.7818, -0.7429, -0.7584, -0.7455, -0.7636, -0.7532, -0.7506, -0.7325, -0.7584, -0.774, -0.7896, -0.7662, -0.8, -0.8156, -0.8052, -0.8104, -0.8156, -0.8026, -0.8026, -0.8052, -0.8078, -0.8078, -0.7974, -0.7818, -0.7818, -0.7844, -0.7896, -0.8, -0.813, -0.8104, -0.8104, -0.8104, -0.8104, -0.8078, -0.8026, -0.8078, -0.8104, -0.8156, -0.8208, -0.8234, -0.8234, -0.8286, -0.8364, -0.839, -0.8442, -0.8468, -0.8468, -0.8468, -0.8519, -0.8104, -0.8234, -0.8078, -0.8078, -0.8104, -0.8026]}
{"unit_id": "thread:1892197310085390744", "ticker_idx": 1, "ts": "2025-02-19T12:59:28+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IBIO and $SRRK are really the only ways to play myostatin right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both IBIO and SRRK flagged as the only plays on validated myostatin MOA amid rising industry focus on muscle-preserving obesity drugs.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "(1) WSJ article saying $NVS wants to buy muscle-preserving obesity drugs.\n(2) Reuters article (today) \"Fat, not muscle: drugmakers in race for next weight-loss breakthrough\"\nWhen does a microcap like $IBIO start to get some attention here?  $IBIO and $SRRK are really the only ways to play myostatin right now, which is the only MOA that has actually been validated in muscle performance outcomes (albeit in SMA).\n\n---\n\nMaybe this is what $IBIO needs to start getting that myostatin/obesity respect 😅", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.027887335053978335, "ret_signed_m1d": -0.027887335053978335, "alpha_spy_m1d": -0.025537949068578203, "alpha_c_m1d": -0.015045733303695963, "bench_spy_m1d": -0.002349385985400132, "bench_c_m1d": -0.012841601750282372, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029992192967287723, "ret_signed_p1d": 0.029992192967287723, "alpha_spy_p1d": 0.034152639946175456, "alpha_c_p1d": 0.02439114470630277, "bench_spy_p1d": -0.004160446978887733, "bench_c_p1d": 0.005601048260984953, "ret_p1w": -0.02604572237533309, "ret_signed_p1w": -0.02604572237533309, "alpha_spy_p1w": 0.003957767874755547, "alpha_c_p1w": -0.03574526746721152, "bench_spy_p1w": -0.030003490250088638, "bench_c_p1w": 0.009699545091878425, "ret_p1m": -0.11496972177999543, "ret_signed_p1m": -0.11496972177999543, "alpha_spy_p1m": -0.03757104588729254, "alpha_c_p1m": -0.11913626952617884, "bench_spy_p1m": -0.07739867589270288, "bench_c_p1m": 0.004166547746183413, "ret_p3m": -0.17021830286007966, "ret_signed_p3m": -0.17021830286007966, "alpha_spy_p3m": -0.14036704261240762, "alpha_c_p3m": -0.09385995760274923, "bench_spy_p3m": -0.02985126024767204, "bench_c_p3m": -0.07635834525733043, "ret_p6m": -0.09497492646847039, "ret_signed_p6m": -0.09497492646847039, "alpha_spy_p6m": -0.14227490505701168, "alpha_c_p6m": -0.04231725601210967, "bench_spy_p6m": 0.04729997858854129, "bench_c_p6m": -0.05265767045636072, "ret_p1y": 0.2628256279823964, "ret_signed_p1y": 0.2628256279823964, "alpha_spy_p1y": 0.12480649379534614, "alpha_c_p1y": 0.17280981546298757, "bench_spy_p1y": 0.13801913418705025, "bench_c_p1y": 0.09001581251940882, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11496972177999543, "alpha_spy_stated": -0.03757104588729254, "alpha_c_stated": -0.11913626952617884, "price_path": [-0.2765, -0.3031, -0.306, -0.267, -0.267, -0.2983, -0.2128, -0.0076, -0.025, 0.0037, 0.0497, -0.0013, 0.036, 0.0463, 0.1013, 0.1468, 0.1965, 0.1713, 0.1097, 0.0958, 0.1044, 0.1279, 0.1484, 0.0852, 0.1073, 0.1781, 0.1565, 0.1986, 0.2031, 0.1697, 0.1289, 0.1371, 0.1618, 0.1884, 0.1276, 0.065, 0.0747, 0.0652, 0.1208, 0.0926, 0.166, 0.155, 0.1347, 0.1807, 0.2294, 0.1944, 0.151, 0.1192, 0.1139, 0.1197, 0.0629, 0.0624, 0.0537, 0.053, 0.1021, 0.0713, 0.051, 0.0034, -0.0258, -0.0216, -0.01, -0.0247, -0.0279, 0.0, 0.03, -0.0082, -0.0224, -0.0437, -0.026, -0.0539, 0.0213, -0.0468, -0.0242, -0.0492, -0.0495, -0.0529, -0.0752, -0.0923, -0.0584, -0.091, -0.0897, -0.0866, -0.1087, -0.1063, -0.115, -0.1305, -0.1105, -0.1244, -0.1539, -0.1223, -0.136, -0.1542, -0.2092, -0.1439, -0.1923, -0.2923, -0.3149, -0.3562, -0.2881, -0.3078, -0.2634, -0.2389, -0.2049, -0.217, -0.191, -0.2157, -0.1676, -0.1444, -0.0955, -0.1368, -0.1668, -0.1379, -0.1342, -0.1381, -0.1342, -0.1431, -0.2289, -0.2186, -0.1847, -0.1931, -0.146, -0.1739, -0.1965, -0.1889, -0.1963, -0.2065, -0.1702, -0.1918, -0.1986, -0.2107, -0.1984, -0.2407, -0.2149, -0.2368, -0.217, -0.186, -0.1892, -0.0989, -0.0994, -0.1037, -0.0944, -0.1315, -0.1234, -0.1463, -0.1547, -0.1805, -0.0445, -0.1044, -0.1244, -0.121, -0.0579, -0.0666, -0.0579, -0.0681, -0.1118, -0.0647, -0.0531, -0.0666, -0.0992, -0.0268, 0.0028, -0.015, 0.0153, 0.0197, 0.0826, 0.1276, 0.0713, 0.0818, 0.0518, 0.0447, 0.0289, 0.0247, -0.0242, -0.0195, -0.0047, -0.0253, -0.0434, -0.0268, -0.0271, -0.0893, -0.174, -0.1593, -0.1723, -0.1529, -0.1586, -0.1505, -0.1736, -0.1707, -0.2076, -0.095]}
{"unit_id": "thread:1736506610728448457", "ticker_idx": 0, "ts": "2023-12-17T22:00:13+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my impression from the data to date is that the narrower/more targeted approach of blocking myostatin has as good of a chance at working in this muscle preservation space as any", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SRRK: argues scientific evidence supports myostatin inhibition for GLP-1-induced muscle loss; prior 'failures' were indication-specific, not mechanism failures.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "With all the GLP-1 craze that $LLY & $NVO have brought to the market this year, there has been increasing interest in the potential problem of GLP-1 induced muscle loss. With ~1/3 of weight lost on GLP-1s being lean muscle, biotechs like $SRRK studying potential solutions have come into focus. Their drug, a myostatin inhibitor, is being studied with Ozempic to see if muscle can be preserved during profound GLP-1 weight loss, ideally making it so that patients lose fat alone or at least less muscle along the way.\n\nHowever, the history of myostatin inhibitors is complex.  In certain animals, it is unequivocal that myostatin loss/blockade creates incredibly muscular phenotypes (see myostatin mutant cows). In humans, the evidence is less obvious.  This leads some to conclude that myostatin inhibition alone does not cause increased muscle in humans and that multiple muscle-related pathways must be targeted simultaneously to have an effect (example: blockade of the activin receptor).\n\nWhile I agree that myostatin inhibition alone won't create humans resembling these massive cattle, my view is the idea that myostatin inhibition can't lead to human muscle growth/preservation goes directly against scientific evidence to the contrary.\n\nFor example, there is literally a human genetic model of myostatin loss of function, with the NEJM publishing a case report of a male human born with homozygous myostatin loss of function mutation. Without functioning myostatin, the otherwise healthy child was born with ~2x larger muscles and ~½ the subcutaneous fat of a normal child.\n\nThis establishes strong genetic proof of concept that reducing myostatin activity can lead to muscle gain in support of $SRRK's thesis.  But what about in-human studies of others' anti-myostatin drugs?\n\nSome might use Pfizer's Domagrozumab P1 healthy volunteer study to suggest myostatin blockade doesn't work. Granted, the study was small n and short duration, and was noisy as a result, with most treatment arms showing no difference vs placebo. However, the treatment arm with the largest sample size (n=12 vs n=6 for all others) did show a statistically significant increase in lean mass vs placebo after a single dose.  The study also showed stat sig increases in muscle volume and \"probable muscle\" per T2 imaging.  Noisy, but in any case, the evidence was enough for $PFE to take the drug into P2 for Duchenne's muscular dystrophy. \n\nAgain, opponents would say that the DMD studies of myostatin inhibitors further prove lack of muscle effect because the DMD studies failed.  While it is true that these studies (conducted by $PFE and $RHHBY) failed on functional endpoints, they again showed that myostatin drug arms had 2-5% increases in lean/muscle mass.  So why did the studies \"fail\"?  Well, In DMD, the genetic defect is in the muscle itself, meaning that these myostatin trials may have failed on functional endpoints because they simply increased the amount of defective muscle patients had, not because the drugs didn't increase muscle.  They did - it's just that these patients' muscles don't work properly, so growing more doesn't help.\n\nOpponents of myostatin inhibition may suggest that multiple pathways (including myostatin) have to be blocked via the Activin receptor in order to generate muscle growth.  Interestingly, a drug with this exact mechanism of action (Bimagrumab, recently bought by $LLY) also failed to improve functional endpoints in a muscle disorder (inclusion body myositis) just like myostatin inhibitors did in DMD.  In this study, Bimagrumab increased lean body mass by ~1-5.6% across treatment arms, quite similar to the ~2-5% increases seen in DMD trials of myostatin inhibitors. \n This is further evidence that prior \"failures\" of muscle-growing drugs may have been the result of the drugs being used in the wrong indications, not that the drugs don't increase muscle. \n\nIn closing:  Muscle loss while on GLP1s may be a big challenge in the real world, so people are trying to find solutions.  Who knows which methods will work and which won't.  Perhaps wider blockade of multiple pathways using the activin receptor will be required.   However, my impression from the data to date is that the narrower/more targeted approach of blocking myostatin has as good of a chance at working in this muscle preservation space as any.  Don't forget that any drug being used in the mass market of obesity/DM2 has to be SAFE SAFE SAFE, and you'll want to interfere with as few molecular pathways as possible to accomplish this degree of safety.\n\n---\n\nNEJM Case Study: https://t.co/lM3HvIytQ4\nDoma HV Data: https://t.co/l1dHSRu6DW\nDoma DMD Data:\nhttps://t.co/TnSBeEtpDN\nMyostatin/Activin Review: https://t.co/3neNSFhfDv\nRoche DMD data: https://t.co/Oakz7icTWz\nBimagrumab IBM Data: https://t.co/P5PVeECAcl", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.057381545154219005, "ret_signed_m1d": 0.057381545154219005, "alpha_spy_m1d": 0.06297523452194609, "alpha_c_m1d": 0.059011222544395725, "bench_spy_m1d": -0.005593689367727084, "bench_c_m1d": -0.0016296773901767203, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05292472508147417, "ret_signed_p1d": 0.05292472508147417, "alpha_spy_p1d": 0.0468439792135944, "alpha_c_p1d": 0.04619728895056152, "bench_spy_p1d": 0.0060807458678797666, "bench_c_p1d": 0.006727436130912645, "ret_p1w": 0.06908076425703191, "ret_signed_p1w": 0.06908076425703191, "alpha_spy_p1w": 0.06128379700971642, "alpha_c_p1w": 0.057569428794127075, "bench_spy_p1w": 0.007796967247315489, "bench_c_p1w": 0.011511335462904837, "ret_p1m": -0.16100279779873916, "ret_signed_p1m": -0.16100279779873916, "alpha_spy_p1m": -0.18316513415654767, "alpha_c_p1m": -0.20346048153524543, "bench_spy_p1m": 0.02216233635780851, "bench_c_p1m": 0.04245768373650627, "ret_p3m": -0.08356545605819587, "ret_signed_p3m": -0.08356545605819587, "alpha_spy_p3m": -0.1897736812381644, "alpha_c_p3m": -0.1747241513549339, "bench_spy_p3m": 0.10620822517996853, "bench_c_p3m": 0.09115869529673803, "ret_p6m": -0.5376044658520853, "ret_signed_p6m": -0.5376044658520853, "alpha_spy_p6m": -0.7001772911901074, "alpha_c_p6m": -0.6358900547090462, "bench_spy_p6m": 0.1625728253380221, "bench_c_p6m": 0.09828558885696093, "ret_p1y": 1.2980500416003875, "ret_signed_p1y": 1.2980500416003875, "alpha_spy_p1y": 1.0441388020522524, "alpha_c_p1y": 1.2599882838716736, "bench_spy_p1y": 0.2539112395481351, "bench_c_p1y": 0.038061757728713896, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16100279779873916, "alpha_spy_stated": -0.18316513415654767, "alpha_c_stated": -0.20346048153524543, "price_path": [-0.615, -0.6123, -0.6485, -0.6457, -0.6412, -0.6217, -0.6039, -0.5939, -0.6045, -0.6368, -0.6295, -0.6228, -0.5944, -0.5894, -0.5978, -0.6031, -0.6184, -0.551, -0.5632, -0.5398, -0.5153, -0.5811, -0.5822, -0.5744, -0.5805, -0.5733, -0.4975, -0.4089, -0.424, -0.3579, -0.3448, -0.3148, -0.3014, -0.3086, -0.322, -0.312, -0.3343, -0.4315, -0.4404, -0.4496, -0.3844, -0.3382, -0.3448, -0.3242, -0.3454, -0.3393, -0.3688, -0.346, -0.3331, -0.3521, -0.3265, -0.2986, -0.2507, -0.1922, -0.1337, -0.1125, -0.0223, 0.0167, 0.0067, 0.0306, 0.0847, 0.034, 0.0574, 0.0, 0.0529, -0.0111, 0.0028, 0.0446, 0.0691, 0.0758, 0.132, 0.0474, -0.0251, -0.073, -0.0474, -0.1008, -0.0485, -0.0947, -0.0752, -0.1142, -0.0903, -0.1136, -0.1315, -0.1159, -0.161, -0.1426, -0.1794, -0.1788, -0.1694, -0.1861, -0.1554, -0.2, -0.2228, -0.1677, -0.161, -0.1482, -0.1103, -0.1075, -0.1248, -0.1421, -0.1226, -0.1448, -0.1365, -0.1214, -0.1159, -0.1638, -0.1655, -0.1292, -0.1309, -0.1164, -0.0485, -0.0652, -0.1365, -0.1265, -0.1443, -0.1187, -0.0875, -0.1075, -0.054, -0.093, -0.0747, -0.0875, -0.1766, -0.195, -0.2646, -0.156, -0.0836, -0.0418, -0.0869, -0.1081, -0.1643, -0.1393, -0.0106, -0.0646, -0.1242, -0.1515, -0.1978, -0.1983, -0.1922, -0.1744, -0.2189, -0.2106, -0.2507, -0.2574, -0.2201, -0.2368, -0.2228, -0.2284, -0.2201, -0.176, -0.215, -0.2223, -0.1905, -0.1705, -0.1827, -0.1666, -0.1588, -0.1448, -0.161, -0.1816, -0.1922, -0.1894, -0.2563, -0.2401, -0.2195, -0.2178, -0.2022, -0.3042, -0.3025, -0.3164, -0.3476, -0.3989, -0.4056, -0.4245, -0.4869, -0.4769, -0.4769, -0.4719, -0.454, -0.4524, -0.4747, -0.4702, -0.4635, -0.4596, -0.4769, -0.4747, -0.4735, -0.5109, -0.527, -0.5376]}
{"unit_id": "reply:1797368002721042458", "ticker_idx": 0, "ts": "2024-06-02T20:41:39+00:00", "symbol": "CRBP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Despite that, they're already reaching the same ORR as Padcev. Certainly seems suggestive of a better therapeutic window to me, and it's nice to have the objective evidence of lower measured free MMAE to help cement that narrative.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRBP: CRB-701 matches Padcev ORR with far better tolerability metrics and lower free MMAE, suggesting superior therapeutic window.", "resolved_tickers": ["CRBP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$CRBP single case of rash resolved without any intervention.  Patients had a high baseline rate of eye disorders, and ocular prophylaxis is very easy to implement if the rates are truly higher.\n\nHard to parse rates of specific safety events at small n obviously, but shouldn’t we look at “interruptions, reductions, and discontinuations” as the best “global” metrics for tolerability?\n\nPadcev:\n-Interruptions = 32%\n-Reductions = 51%\n-Discontinuations = 14%\n\n$CRBP\n-Interruptions = 3%\n-Reductions = 0%\n-Discontinuations = 0%\n\nThe counter to these safety data is that it’s still early and CRBP includes some lower doses in safety, but it looks pretty competitive to me.  \n\nBased on those tolerability metrics, one would assume that $CRBP is seeing lower efficacy given that they clearly have not yet pushed the boundaries of tolerability.  Despite that, they’re already reaching the same ORR as Padcev.  Certainly seems suggestive of a better therapeutic window to me, and it’s nice to have the objective evidence of lower measured free MMAE to help cement that narrative.", "reply_text": null, "parent_text": "$CRBP Where does CRB-701 nectin-4 ADC fit in? Selective n gives an ORR of 43% in UC while duration of those responses seem to be relatively short so far though some ongoing. Gr3 AE's popping up(rash, ocular) . Already seeing gr3 eye disorders while Padcev hardly had any gr3.", "quoted_text": null, "parent_author": "bio_clouseau", "ret_m1d": -0.08605599906941919, "ret_signed_m1d": -0.08605599906941919, "alpha_spy_m1d": -0.08524130406165875, "alpha_c_m1d": -0.07907647393537476, "bench_spy_m1d": -0.0008146950077604354, "bench_c_m1d": -0.006979525134044429, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0059790469431755255, "ret_signed_p1d": 0.0059790469431755255, "alpha_spy_p1d": 0.004861038371301474, "alpha_c_p1d": 0.0030769368579857126, "bench_spy_p1d": 0.0011180085718740518, "bench_c_p1d": 0.002902110085189813, "ret_p1w": -0.06320740515553502, "ret_signed_p1w": -0.06320740515553502, "alpha_spy_p1w": -0.07809945984840982, "alpha_c_p1w": -0.07882477288465106, "bench_spy_p1w": 0.014892054692874801, "bench_c_p1w": 0.015617367729116038, "ret_p1m": 0.06043130270562469, "ret_signed_p1m": 0.06043130270562469, "alpha_spy_p1m": 0.012232710940386138, "alpha_c_p1m": 0.06629474070984187, "bench_spy_p1m": 0.04819859176523855, "bench_c_p1m": -0.005863438004217181, "ret_p3m": 0.18919488467281909, "ret_signed_p3m": 0.18919488467281909, "alpha_spy_p3m": 0.13981807291166337, "alpha_c_p3m": 0.10070926353717802, "bench_spy_p3m": 0.049376811761155714, "bench_c_p3m": 0.08848562113564107, "ret_p6m": -0.6190476306845341, "ret_signed_p6m": -0.6190476306845341, "alpha_spy_p6m": -0.7699284335605261, "alpha_c_p6m": -0.6437006801575988, "bench_spy_p6m": 0.15088080287599204, "bench_c_p6m": 0.024653049473064792, "ret_p1y": -0.8120862727598857, "ret_signed_p1y": -0.8120862727598857, "alpha_spy_p1y": -0.9500135437726929, "alpha_c_p1y": -0.7467732552513642, "bench_spy_p1y": 0.13792727101280722, "bench_c_p1y": -0.06531301750852148, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06043130270562469, "alpha_spy_stated": 0.012232710940386138, "alpha_c_stated": 0.06629474070984187, "price_path": [-0.2244, -0.2612, -0.2829, -0.139, -0.0406, -0.1826, -0.048, 0.0053, -0.0363, -0.0673, -0.1113, -0.0869, -0.1636, -0.1854, -0.2539, -0.2392, -0.2281, -0.2404, -0.1621, -0.1888, -0.2001, -0.1779, -0.1678, -0.1465, -0.1424, -0.1999, -0.1854, -0.1458, -0.1277, -0.0878, -0.1219, -0.2065, -0.2199, -0.1621, -0.195, -0.1941, -0.2411, -0.2846, -0.2686, -0.2389, -0.2091, -0.2046, -0.1843, -0.1721, -0.171, -0.1508, -0.0948, -0.066, -0.082, -0.0846, -0.082, -0.0574, -0.0194, -0.0391, 0.0367, -0.0348, -0.0399, -0.1164, -0.0387, -0.0884, -0.0711, -0.1138, -0.0861, 0.0, 0.006, 0.0041, -0.0049, -0.0577, -0.0632, 0.0743, 0.0944, 0.1294, 0.0698, -0.0559, -0.0645, -0.0888, -0.0929, -0.0709, -0.053, -0.0713, -0.063, -0.0337, 0.0549, 0.0252, 0.0604, 0.0743, 0.0884, 0.0908, 0.0995, 0.139, 0.2577, 0.2654, 0.2872, 0.2588, 0.1324, 0.2385, 0.2447, 0.2321, 0.1629, 0.1841, 0.2398, 0.1883, 0.2731, 0.2699, 0.2614, 0.2099, 0.1751, 0.1305, 0.0314, 0.1446, 0.208, 0.1192, 0.1313, 0.1106, 0.1725, 0.1429, 0.2428, 0.2231, 0.3143, 0.271, 0.2748, 0.2652, 0.2223, 0.193, 0.2387, 0.3064, 0.1892, 0.1826, 0.0841, 0.0685, 0.1256, 0.2018, 0.1256, 0.1014, 0.1918, 0.1505, 0.0869, 0.0534, 0.104, -0.5834, -0.5945, -0.6084, -0.5441, -0.5411, -0.5533, -0.5595, -0.5894, -0.5706, -0.5748, -0.5898, -0.5945, -0.5819, -0.6045, -0.6088, -0.599, -0.6009, -0.5971, -0.5915, -0.6022, -0.6069, -0.6227, -0.6272, -0.6457, -0.6453, -0.6517, -0.6511, -0.6541, -0.6462, -0.6592, -0.6387, -0.609, -0.5911, -0.5962, -0.6045, -0.599, -0.603, -0.6169, -0.612, -0.6252, -0.6453, -0.6421, -0.6464, -0.6566, -0.6428, -0.6269, -0.6167, -0.6161, -0.6233, -0.6195, -0.619]}
{"unit_id": "reply:1854920628496711736", "ticker_idx": 0, "ts": "2024-11-08T16:15:15+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CGEM and $CLYM are my two favorites in the space", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author's two top picks in the space are CGEM and CLYM, citing CLYM's Phase 2 readiness and limited coverage.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yep there’s very little coverage on the name.  They’ll be in P2 soon as their drug had been studied in other indications in the US already, so the stuff like dose escalation studies that CGEM still needs to do are out of the way for them.\n\nIt’s a big space with room for multiple winners.  By a long shot $CGEM and $CLYM are my two favorites in the space.", "reply_text": null, "parent_text": "@A_May_MD I need to look closer at $CLYM then! I think ticker symbol change recently might have caused it to be a little unfollowed too.", "quoted_text": null, "parent_author": "Lehi88", "ret_m1d": -0.02746570046721708, "ret_signed_m1d": -0.02746570046721708, "alpha_spy_m1d": -0.02315246381222369, "alpha_c_m1d": -0.020341018055731186, "bench_spy_m1d": -0.004313236654993391, "bench_c_m1d": -0.007124682411485894, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07802746343831846, "ret_signed_p1d": 0.07802746343831846, "alpha_spy_p1d": 0.0770747860650256, "alpha_c_p1d": 0.08388695392638412, "bench_spy_p1d": 0.000952677373292854, "bench_c_p1d": -0.005859490488065666, "ret_p1w": -0.13483150682680778, "ret_signed_p1w": -0.13483150682680778, "alpha_spy_p1w": -0.11403535843822166, "alpha_c_p1w": -0.07929811194416081, "bench_spy_p1w": -0.020796148388586122, "bench_c_p1w": -0.05553339488264697, "ret_p1m": -0.21660425517323656, "ret_signed_p1m": -0.21660425517323656, "alpha_spy_p1m": -0.2243107476554782, "alpha_c_p1m": -0.17611957362106345, "bench_spy_p1m": 0.007706492482241645, "bench_c_p1m": -0.04048468155217311, "ret_p3m": -0.38264668784514144, "ret_signed_p3m": -0.38264668784514144, "alpha_spy_p3m": -0.39468401480466164, "alpha_c_p3m": -0.3580111109861399, "bench_spy_p3m": 0.0120373269595202, "bench_c_p3m": -0.02463557685900153, "ret_p6m": -0.5549313414042039, "ret_signed_p6m": -0.5549313414042039, "alpha_spy_p6m": -0.5434820316189087, "alpha_c_p6m": -0.41958370197472494, "bench_spy_p6m": -0.011449309785295125, "bench_c_p6m": -0.13534763942947892, "ret_p1y": -0.47877652041994057, "ret_signed_p1y": -0.47877652041994057, "alpha_spy_p1y": -0.6350782953737828, "alpha_c_p1y": -0.5145313322320277, "bench_spy_p1y": 0.15630177495384223, "bench_c_p1y": 0.03575481181208717, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21660425517323656, "alpha_spy_stated": -0.2243107476554782, "alpha_c_stated": -0.17611957362106345, "price_path": [0.0175, 0.0169, 0.0137, 0.0556, 0.0431, 0.1111, 0.0993, 0.1248, 0.1149, 0.1255, 0.1398, 0.1773, 0.1673, 0.1773, 0.2235, 0.1554, 0.166, 0.1192, 0.1223, 0.1392, 0.1124, 0.1223, 0.0999, 0.1205, 0.0568, 0.0762, 0.0755, 0.1199, 0.133, 0.0381, 0.1017, 0.02, 0.0799, 0.073, 0.0449, 0.0462, 0.0293, 0.005, 0.02, 0.0012, 0.0056, -0.0356, -0.0094, 0.0125, 0.0131, 0.0137, 0.0993, 0.0843, 0.0468, 0.0112, -0.0044, -0.0256, -0.01, -0.0037, 0.0081, 0.0562, 0.0125, -0.0293, -0.015, -0.0062, -0.0025, 0.0287, -0.0275, 0.0, 0.078, 0.0, -0.0144, -0.0449, -0.1348, -0.1604, -0.1823, -0.2147, -0.2372, -0.2172, -0.2172, -0.2029, -0.1829, -0.1604, -0.1779, -0.201, -0.191, -0.2235, -0.1848, -0.2072, -0.2166, -0.2185, -0.2385, -0.2665, -0.2634, -0.2828, -0.3277, -0.3165, -0.2759, -0.2591, -0.2341, -0.1948, -0.2497, -0.2385, -0.2397, -0.2266, -0.2085, -0.2647, -0.2784, -0.3052, -0.3015, -0.3109, -0.3752, -0.3645, -0.367, -0.3596, -0.3496, -0.3439, -0.3408, -0.3414, -0.3571, -0.3477, -0.2978, -0.3146, -0.3408, -0.372, -0.3633, -0.3571, -0.3539, -0.3627, -0.3695, -0.3876, -0.3826, -0.4014, -0.4051, -0.422, -0.4114, -0.4288, -0.4363, -0.4557, -0.4657, -0.4725, -0.4625, -0.47, -0.5006, -0.4925, -0.4738, -0.4688, -0.4563, -0.4913, -0.4588, -0.4332, -0.4432, -0.4513, -0.4363, -0.4426, -0.46, -0.4557, -0.4682, -0.4669, -0.4819, -0.495, -0.4825, -0.4994, -0.5275, -0.5318, -0.5119, -0.5325, -0.5375, -0.5474, -0.5431, -0.5137, -0.5268, -0.5187, -0.5169, -0.5131, -0.525, -0.5075, -0.4944, -0.4775, -0.4769, -0.4919, -0.4919, -0.5159, -0.5069, -0.4831, -0.4682, -0.4513, -0.4838, -0.51, -0.5194, -0.515, -0.5293, -0.5062, -0.5243, -0.5549]}
{"unit_id": "reply:1854920628496711736", "ticker_idx": 1, "ts": "2024-11-08T16:15:15+00:00", "symbol": "CLYM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CGEM and $CLYM are my two favorites in the space", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author's two top picks in the space are CGEM and CLYM, citing CLYM's Phase 2 readiness and limited coverage.", "resolved_tickers": ["CLYM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yep there’s very little coverage on the name.  They’ll be in P2 soon as their drug had been studied in other indications in the US already, so the stuff like dose escalation studies that CGEM still needs to do are out of the way for them.\n\nIt’s a big space with room for multiple winners.  By a long shot $CGEM and $CLYM are my two favorites in the space.", "reply_text": null, "parent_text": "@A_May_MD I need to look closer at $CLYM then! I think ticker symbol change recently might have caused it to be a little unfollowed too.", "quoted_text": null, "parent_author": "Lehi88", "ret_m1d": -0.07124010122535829, "ret_signed_m1d": -0.07124010122535829, "alpha_spy_m1d": -0.0669268645703649, "alpha_c_m1d": -0.0641154188138724, "bench_spy_m1d": -0.004313236654993391, "bench_c_m1d": -0.007124682411485894, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07124010122535829, "ret_signed_p1d": 0.07124010122535829, "alpha_spy_p1d": 0.07028742385206543, "alpha_c_p1d": 0.07709959171342395, "bench_spy_p1d": 0.000952677373292854, "bench_c_p1d": -0.005859490488065666, "ret_p1w": -0.20580474386295478, "ret_signed_p1w": -0.20580474386295478, "alpha_spy_p1w": -0.18500859547436865, "alpha_c_p1w": -0.1502713489803078, "bench_spy_p1w": -0.020796148388586122, "bench_c_p1w": -0.05553339488264697, "ret_p1m": -0.1873351042990079, "ret_signed_p1m": -0.1873351042990079, "alpha_spy_p1m": -0.19504159678124955, "alpha_c_p1m": -0.1468504227468348, "bench_spy_p1m": 0.007706492482241645, "bench_c_p1m": -0.04048468155217311, "ret_p3m": -0.601583111962624, "ret_signed_p3m": -0.601583111962624, "alpha_spy_p3m": -0.6136204389221442, "alpha_c_p3m": -0.5769475351036225, "bench_spy_p3m": 0.0120373269595202, "bench_c_p3m": -0.02463557685900153, "ret_p6m": -0.6912928842055679, "ret_signed_p6m": -0.6912928842055679, "alpha_spy_p6m": -0.6798435744202728, "alpha_c_p6m": -0.555945244776089, "bench_spy_p6m": -0.011449309785295125, "bench_c_p6m": -0.13534763942947892, "ret_p1y": -0.4934037001557332, "ret_signed_p1y": -0.4934037001557332, "alpha_spy_p1y": -0.6497054751095754, "alpha_c_p1y": -0.5291585119678204, "bench_spy_p1y": 0.15630177495384223, "bench_c_p1y": 0.03575481181208717, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1873351042990079, "alpha_spy_stated": -0.19504159678124955, "alpha_c_stated": -0.1468504227468348, "price_path": [0.5805, 0.6412, 0.5858, 0.6069, 0.6227, 0.6148, 0.5805, 0.6042, 0.533, 0.5831, 0.5699, 0.6016, 0.6359, 0.942, 0.8443, 0.8021, 0.9103, 0.9974, 0.9499, 1.066, 1.0633, 1.0765, 1.1108, 1.2322, 1.1741, 1.1003, 1.1055, 1.1847, 1.2243, 1.0132, 0.7309, 0.4512, 0.3193, 0.314, 0.343, 0.3615, 0.3483, 0.3456, 0.3615, 0.3879, 0.3799, 0.3615, 0.3562, 0.4301, 0.4354, 0.3456, 0.3219, 0.2823, 0.3245, 0.2665, 0.2427, 0.2533, 0.2269, 0.124, 0.0844, 0.066, 0.0343, 0.0092, 0.0079, -0.0739, -0.0449, -0.0369, -0.0712, 0.0, 0.0712, 0.0026, -0.0686, -0.157, -0.2058, -0.1926, -0.1425, -0.1873, -0.2084, -0.1953, -0.1873, -0.1979, -0.1504, -0.1478, -0.1398, -0.1689, -0.1847, -0.2322, -0.2032, -0.1609, -0.1873, -0.1821, -0.2559, -0.314, -0.3615, -0.3826, -0.4657, -0.4855, -0.4855, -0.4934, -0.4776, -0.4011, -0.4459, -0.5119, -0.5251, -0.4538, -0.4063, -0.3931, -0.4485, -0.5066, -0.4723, -0.4934, -0.5066, -0.4723, -0.4697, -0.4855, -0.504, -0.5066, -0.5198, -0.5224, -0.4908, -0.496, -0.4908, -0.4908, -0.4987, -0.4749, -0.5066, -0.4987, -0.5383, -0.5567, -0.5831, -0.591, -0.6016, -0.5805, -0.5989, -0.5963, -0.6253, -0.6201, -0.6121, -0.6253, -0.6332, -0.6095, -0.6332, -0.6174, -0.6438, -0.6359, -0.628, -0.6121, -0.6121, -0.628, -0.657, -0.6702, -0.6491, -0.6438, -0.6306, -0.6517, -0.6438, -0.6623, -0.657, -0.6517, -0.657, -0.657, -0.6649, -0.6623, -0.6781, -0.6834, -0.6807, -0.6966, -0.6913, -0.6675, -0.7018, -0.6821, -0.6939, -0.6623, -0.6544, -0.6412, -0.6675, -0.6675, -0.6755, -0.6623, -0.6464, -0.657, -0.6649, -0.6755, -0.6675, -0.6464, -0.6675, -0.6649, -0.6702, -0.6834, -0.6807, -0.686, -0.686, -0.6728, -0.6649, -0.6913]}
{"unit_id": "reply:1563496901818716163", "ticker_idx": 0, "ts": "2022-08-27T12:01:24+00:00", "symbol": "FATE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "Yeah, it would be terrible to have a cell therapy that pairs with the most lucrative lymphoma drug of all time", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic defense of FATE (pairing with top lymphoma drug = bullish) vs bearish swipe at AFMD (bispecific with no approved cell source).", "resolved_tickers": ["FATE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Biotech777 @dhovekamp42 @JamesFr6_8 @brendan_49 @MattBiotech Yeah, it would be terrible to have a cell therapy that pairs with the most lucrative lymphoma drug of all time ( $FATE)\n\nWould much rather have a bispecific antibody that only works with an unapproved cell source that you literally don’t even have ( $AFMD)\n\nMake that make sense.", "reply_text": null, "parent_text": "@dhovekamp42 @JamesFr6_8 @A_May_MD @brendan_49 @MattBiotech Wishful thinking for $FATE … they will waste SH’s money with #rituximab", "quoted_text": null, "parent_author": "Biotech777", "ret_m1d": 0.02190052490318295, "ret_signed_m1d": 0.02190052490318295, "alpha_spy_m1d": 0.015244418813601168, "alpha_c_m1d": 0.014859338638479436, "bench_spy_m1d": 0.006656106089581781, "bench_c_m1d": 0.007041186264703514, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03563477998479081, "ret_signed_p1d": -0.03563477998479081, "alpha_spy_p1d": -0.02465667869616428, "alpha_c_p1d": -0.028989230198425475, "bench_spy_p1d": -0.01097810128862653, "bench_c_p1d": -0.0066455497863653346, "ret_p1w": -0.06087606772404386, "ret_signed_p1w": -0.06087606772404386, "alpha_spy_p1w": -0.0313947543242995, "alpha_c_p1w": -0.050670239146567986, "bench_spy_p1w": -0.029481313399744358, "bench_c_p1w": -0.010205828577475873, "ret_p1m": -0.14253897833941587, "ret_signed_p1m": -0.14253897833941587, "alpha_spy_p1m": -0.06659341795170282, "alpha_c_p1m": -0.12619092714928282, "bench_spy_p1m": -0.07594556038771305, "bench_c_p1m": -0.01634805119013305, "ret_p3m": -0.28507795667883173, "ret_signed_p3m": -0.28507795667883173, "alpha_spy_p3m": -0.2724267734035106, "alpha_c_p3m": -0.3662691634670572, "bench_spy_p3m": -0.01265118327532111, "bench_c_p3m": 0.08119120678822545, "ret_p6m": -0.7739420923585767, "ret_signed_p6m": -0.7739420923585767, "alpha_spy_p6m": -0.7628935463542993, "alpha_c_p6m": -0.7865301521382788, "bench_spy_p6m": -0.011048546004277404, "bench_c_p6m": 0.012588059779702121, "ret_p1y": -0.9020044523916516, "ret_signed_p1y": -0.9020044523916516, "alpha_spy_p1y": -1.0404562246679538, "alpha_c_p1y": -0.9859185577279214, "bench_spy_p1y": 0.13845177227630234, "bench_c_p1y": 0.08391410533626975, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14253897833941587, "alpha_spy_stated": -0.06659341795170282, "alpha_c_stated": -0.12619092714928282, "price_path": [-0.1247, -0.1425, -0.16, -0.1329, -0.1221, -0.1834, -0.0984, -0.0995, -0.1284, -0.2647, -0.34, -0.3085, -0.2806, -0.2814, -0.219, -0.1748, -0.1236, -0.0494, -0.0052, -0.0256, -0.0813, -0.0765, -0.0802, -0.0668, 0.0802, 0.0627, 0.1481, 0.114, 0.0583, 0.1054, 0.1615, 0.1696, 0.1767, 0.1388, 0.2064, 0.2116, 0.2376, 0.1522, 0.1411, 0.1648, 0.2313, 0.1934, 0.1333, 0.1151, 0.137, 0.2179, 0.2082, 0.2405, 0.2673, 0.219, 0.2034, 0.212, 0.2554, 0.3385, 0.2212, 0.1214, 0.1244, 0.0776, 0.0724, 0.1076, 0.1366, 0.1459, 0.0219, 0.0, -0.0356, -0.0297, 0.0033, -0.0082, -0.0609, 0.0137, 0.049, 0.0431, 0.0809, -0.0501, -0.0319, 0.0041, -0.072, -0.0605, -0.0999, -0.1288, -0.1659, -0.1845, -0.219, -0.1878, -0.1425, -0.1707, -0.1682, -0.1585, -0.1154, -0.1255, -0.1381, -0.203, -0.2086, -0.2231, -0.2082, -0.2038, -0.2442, -0.2175, -0.1967, -0.2695, -0.2932, -0.284, -0.2981, -0.2702, -0.2261, -0.2335, -0.1908, -0.2235, -0.2209, -0.2561, -0.278, -0.2635, -0.2695, -0.2721, -0.3029, -0.2216, -0.1477, -0.1774, -0.173, -0.235, -0.2535, -0.2624, -0.271, -0.2743, -0.2706, -0.2639, -0.2851, -0.2635, -0.2272, -0.245, -0.2238, -0.2428, -0.2895, -0.291, -0.2903, -0.2984, -0.3987, -0.3924, -0.4295, -0.4725, -0.5145, -0.5267, -0.5312, -0.5453, -0.5672, -0.5913, -0.6214, -0.634, -0.6288, -0.6255, -0.6225, -0.5872, -0.5917, -0.8426, -0.8044, -0.7962, -0.7877, -0.7825, -0.7996, -0.7877, -0.7843, -0.7903, -0.797, -0.794, -0.7984, -0.7996, -0.8033, -0.7803, -0.7873, -0.7788, -0.7635, -0.7465, -0.745, -0.7487, -0.7461, -0.7602, -0.7699, -0.7691, -0.7628, -0.7654, -0.7647, -0.7721, -0.7569, -0.7762, -0.7658, -0.7736, -0.7851, -0.7769, -0.7728, -0.7739]}
{"unit_id": "thread:1887978455230230723", "ticker_idx": 0, "ts": "2025-02-07T21:35:15+00:00", "symbol": "TECX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nearly 50% upside just to get back to the $54.14 that the GOAT paid not even 5 days ago 🤯", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TECX: stock at $36.45 offers ~50% upside to the $54.14 price a major buyer paid just days ago, with CFO also buying at that level.", "resolved_tickers": ["TECX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The GOAT bought $40M of $TECX *this week*.\n\nAt close today, you could already buy $TECX at $36.45.  Nearly 50% upside just to get back to the $54.14 that the GOAT paid not even 5 days ago 🤯 \n\nWTF is going on? \n$LLY $AZN https://t.co/ueFQWudRtm\n\n---\n\n$TECX CFO also bought a quarter million bucks worth of extra shares (on top of those the C suite apparently just issued for trial success).  Also at the $54.14, a premium price to the funds in the offering.  🤷🏻‍♂️ \n\nBy the time his investment in his company has even been filed, its value has already gone from ~$250K to ~$168K.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04831752324008565, "ret_signed_m1d": 0.04831752324008565, "alpha_spy_m1d": 0.05506293859308242, "alpha_c_m1d": 0.047429166247604515, "bench_spy_m1d": -0.006745415352996775, "bench_c_m1d": 0.0008883569924811319, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08340522232816772, "ret_signed_p1d": -0.08340522232816772, "alpha_spy_p1d": -0.08416586615861854, "alpha_c_p1d": -0.08155955837030071, "bench_spy_p1d": 0.0007606438304508245, "bench_c_p1d": -0.0018456639578670053, "ret_p1w": -0.09174577198906342, "ret_signed_p1w": -0.09174577198906342, "alpha_spy_p1w": -0.10272384028012016, "alpha_c_p1w": -0.0795788192741449, "bench_spy_p1w": 0.010978068291056742, "bench_c_p1w": -0.012166952714918522, "ret_p1m": -0.291918305576666, "ret_signed_p1m": -0.291918305576666, "alpha_spy_p1m": -0.2158994934208981, "alpha_c_p1m": -0.28029837018929127, "bench_spy_p1m": -0.07601881215576789, "bench_c_p1m": -0.011619935387374714, "ret_p3m": -0.404371618872142, "ret_signed_p3m": -0.404371618872142, "alpha_spy_p3m": -0.3711299131332275, "alpha_c_p3m": -0.33729032877232445, "bench_spy_p3m": -0.033241705738914495, "bench_c_p3m": -0.06708129009981756, "ret_p6m": -0.37072191910537944, "ret_signed_p6m": -0.37072191910537944, "alpha_spy_p6m": -0.43963013297079456, "alpha_c_p6m": -0.2752075571031021, "bench_spy_p6m": 0.06890821386541512, "bench_c_p6m": -0.09551436200227736, "ret_p1y": -0.36698303310009595, "ret_signed_p1y": -0.36698303310009595, "alpha_spy_p1y": -0.5244367165519718, "alpha_c_p1y": -0.45377911328880793, "bench_spy_p1y": 0.15745368345187583, "bench_c_p1y": 0.08679608018871199, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.291918305576666, "alpha_spy_stated": -0.2158994934208981, "alpha_c_stated": -0.28029837018929127, "price_path": [0.2899, 0.3037, 0.2643, 0.325, 0.3733, 0.3443, 0.2442, 0.1634, 0.1182, 0.1752, 0.2663, 0.2911, 0.3834, 0.3817, 0.3759, 0.4139, 0.4317, 0.4475, 0.4869, 0.4748, 0.4743, 0.4803, 0.4268, 0.3937, 0.4018, 0.3333, 0.3037, 0.2804, 0.367, 0.2425, 0.2672, 0.3644, 0.3678, 0.4541, 0.4725, 0.3526, 0.3457, 0.3279, 0.3141, 0.3955, 0.3929, 0.3394, 0.2617, 0.155, 0.088, 0.0929, 0.1829, 0.2085, 0.1763, 0.1901, 0.2079, 0.2137, 0.3443, 0.1844, -0.2971, -0.2603, 0.5772, 0.5571, 0.4556, 0.3808, 0.3463, 0.2252, 0.0483, 0.0, -0.0834, -0.0912, -0.0101, 0.023, -0.0917, -0.0943, -0.113, -0.1504, -0.2157, -0.2347, -0.2312, -0.2646, -0.2729, -0.3267, -0.3348, -0.3109, -0.3469, -0.3333, -0.3871, -0.35, -0.2919, -0.3238, -0.2629, -0.3109, -0.3696, -0.3696, -0.3621, -0.3917, -0.3845, -0.3897, -0.4533, -0.4561, -0.4636, -0.4907, -0.5157, -0.4855, -0.5206, -0.5508, -0.5534, -0.5781, -0.5157, -0.5203, -0.5352, -0.4861, -0.484, -0.495, -0.5105, -0.4846, -0.4395, -0.438, -0.3563, -0.3934, -0.4196, -0.4182, -0.4001, -0.4346, -0.3745, -0.3848, -0.4559, -0.4544, -0.3955, -0.4317, -0.4044, -0.4193, -0.4277, -0.4049, -0.3963, -0.3267, -0.2936, -0.3506, -0.3615, -0.3773, -0.3802, -0.3802, -0.3558, -0.3814, -0.3382, -0.3305, -0.3483, -0.3543, -0.3368, -0.2959, -0.2764, -0.3241, -0.3546, -0.3704, -0.3802, -0.4101, -0.4305, -0.4303, -0.4607, -0.4199, -0.4147, -0.4228, -0.4305, -0.4285, -0.4202, -0.3934, -0.3863, -0.4024, -0.4072, -0.3802, -0.3753, -0.3489, -0.3351, -0.3834, -0.3509, -0.3305, -0.3699, -0.3696, -0.3609, -0.3408, -0.3592, -0.3581, -0.346, -0.3584, -0.3523, -0.3618, -0.4038, -0.3914, -0.352, -0.3339, -0.3696, -0.3584, -0.3641, -0.3707]}
{"unit_id": "thread:1893667069842923884", "ticker_idx": 0, "ts": "2025-02-23T14:19:46+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS personalized dose theory is going nowhere. Not happening. Shortage was the *only* way around this. Over now.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: personalized-dose compounding loophole will fail, drug shortage ended, and composition-of-matter patents block any remaining path for compounders.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$HIMS personalized dose theory is going nowhere.  This would be a loophole for literally every drug on the market. \n\n“My patient needs 78.5 mg of Vyndaquel, not 80mg.  Better get it compounded for $5 instead of $10,000.”\n\nDoesn’t work that way.  Not happening.  There’d be literally no point in discovering/developing new drugs if compounders could get away with nonsense like that.\n\n---\n\n@cigs1234 @AndrewDudum Sema and TZP have extant *composition of matter* patents.  Compounders aren’t even running a MOU challenge here.  Shortage was the *only* way around this.  Over now.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03956348742276283, "ret_signed_m1d": 0.03956348742276283, "alpha_spy_m1d": 0.04413469466950115, "alpha_c_m1d": 0.04413469466950115, "bench_spy_m1d": 0.004571207246738318, "bench_c_m1d": 0.004571207246738318, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.22315339030374015, "ret_signed_p1d": 0.22315339030374015, "alpha_spy_p1d": 0.21817999997939808, "alpha_c_p1d": 0.21817999997939808, "bench_spy_p1d": -0.004973390324342075, "bench_c_p1d": -0.004973390324342075, "ret_p1w": -0.2071721064823161, "ret_signed_p1w": 0.2071721064823161, "alpha_spy_p1w": 0.18466731775940903, "alpha_c_p1w": 0.18466731775940903, "bench_spy_p1w": -0.022504788722907065, "bench_c_p1w": -0.022504788722907065, "ret_p1m": -0.27811342965957897, "ret_signed_p1m": 0.27811342965957897, "alpha_spy_p1m": 0.24459273313545327, "alpha_c_p1m": 0.24459273313545327, "bench_spy_p1m": -0.033520696524125704, "bench_c_p1m": -0.033520696524125704, "ret_p3m": 0.06860261866209916, "ret_signed_p3m": -0.06860261866209916, "alpha_spy_p3m": -0.09599327169452732, "alpha_c_p3m": -0.09599327169452732, "bench_spy_p3m": -0.02739065303242816, "bench_c_p3m": -0.02739065303242816, "ret_p6m": -0.16215161707547965, "ret_signed_p6m": 0.16215161707547965, "alpha_spy_p6m": 0.2443631811747201, "alpha_c_p6m": 0.2443631811747201, "bench_spy_p6m": 0.08221156409924046, "bench_c_p6m": 0.08221156409924046, "ret_p1y": -0.6916780496704648, "ret_signed_p1y": 0.6916780496704648, "alpha_spy_p1y": 0.865954611295172, "alpha_c_p1y": 0.865954611295172, "bench_spy_p1y": 0.17427656162470728, "bench_c_p1y": 0.17427656162470728, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27811342965957897, "alpha_spy_stated": 0.24459273313545327, "alpha_c_stated": 0.24459273313545327, "price_path": [-0.5414, -0.5753, -0.5293, -0.5063, -0.389, -0.4021, -0.4087, -0.3721, -0.3988, -0.3722, -0.3389, -0.3841, -0.3329, -0.3641, -0.3984, -0.4116, -0.4136, -0.4149, -0.391, -0.3935, -0.4436, -0.4863, -0.4894, -0.4621, -0.4514, -0.4447, -0.4824, -0.5095, -0.5287, -0.5089, -0.481, -0.4757, -0.4607, -0.4985, -0.5048, -0.4952, -0.4892, -0.457, -0.4555, -0.4572, -0.419, -0.4208, -0.398, -0.3984, -0.4054, -0.3853, -0.3791, -0.3381, -0.2734, -0.2413, -0.1844, -0.1775, -0.2113, -0.1707, -0.1275, -0.1507, -0.0969, 0.1534, 0.1785, 0.1401, 0.3397, 0.2943, -0.0396, 0.0, -0.2232, -0.1836, -0.1943, -0.1212, -0.2072, -0.2109, -0.2031, -0.3298, -0.2994, -0.3282, -0.3235, -0.3387, -0.3853, -0.3541, -0.3239, -0.3863, -0.3397, -0.3594, -0.3227, -0.2709, -0.2781, -0.3498, -0.3779, -0.4321, -0.4241, -0.3949, -0.3915, -0.4545, -0.4935, -0.4588, -0.4913, -0.4253, -0.4775, -0.4693, -0.4483, -0.4258, -0.4748, -0.4693, -0.4964, -0.5059, -0.4794, -0.4516, -0.4525, -0.4449, -0.3171, -0.3549, -0.2953, -0.2044, -0.1838, -0.0359, 0.0203, 0.0018, 0.0127, 0.076, 0.2473, 0.1912, 0.1417, 0.26, 0.215, 0.1929, 0.1304, 0.0431, 0.0686, 0.04, 0.0396, 0.0212, 0.1023, 0.1064, 0.0667, 0.0448, 0.0285, 0.0978, 0.1082, 0.0768, 0.1218, 0.1138, 0.0813, 0.1651, 0.1546, 0.1902, 0.2516, -0.1818, -0.1629, -0.1929, -0.098, -0.037, -0.0285, -0.0653, -0.075, -0.0649, -0.0563, -0.0458, -0.0014, -0.0203, -0.0667, 0.014, -0.0166, 0.0105, -0.0257, -0.0181, -0.0723, -0.0253, 0.1308, 0.1171, 0.1236, 0.1436, 0.1746, 0.2771, 0.2898, 0.2191, 0.2347, 0.0821, -0.0035, -0.0051, 0.0123, -0.0259, -0.0653, -0.0581, -0.0815, -0.1031, -0.121, -0.1779, -0.1546, -0.1432, -0.1314, -0.1622]}
{"unit_id": "reply:1877830673928425979", "ticker_idx": 0, "ts": "2025-01-10T21:31:35+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "their product is on its way out", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish TMDX: device has no patient outcome impact, surgeon adoption reversing, product heading out.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "reply_other", "lang": "en", "tweet_text": "If this $TMDX device disappeared off the face of the planet overnight it would not negatively influence a single patient.  The product has no impact on patients outcomes - even the company says this.\n\nMaybe a few more highly paid transplant surgeons would have to wake up in the middle of the night to do transplants (AKA the job they signed up for), but that would be it. \n\nThe product’s entire purpose is to make transplant surgeon’s lives easier.  Given how many transplant surgeons seem to have switched from loving to absolutely despising the $TMDX service, it seems like their product is on its way out.", "reply_text": null, "parent_text": "@A_May_MD @ScorpionFund It would be quite unfortunate if their FDA approval is revoked. \n\nThe sheer volume of transplants these guys are involved would be quite harmful to patients. What the report brings up is not new either.  \n\nIn any case, appreciate you sharing the bear case.", "quoted_text": null, "parent_author": "TashfeenEkram", "ret_m1d": 0.07431685058608761, "ret_signed_m1d": -0.07431685058608761, "alpha_spy_m1d": -0.07586482150768292, "alpha_c_m1d": -0.08718279316255395, "bench_spy_m1d": -0.0015479709215953097, "bench_c_m1d": -0.012865942576466338, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023575364001314103, "ret_signed_p1d": 0.023575364001314103, "alpha_spy_p1d": 0.02495152798265643, "alpha_c_p1d": 0.01325428469713641, "bench_spy_p1d": 0.0013761639813423265, "bench_c_p1d": -0.010321079304177694, "ret_p1w": -0.11428576363386433, "ret_signed_p1w": 0.11428576363386433, "alpha_spy_p1w": 0.15154128177060144, "alpha_c_p1w": 0.12163776231040324, "bench_spy_p1w": 0.03725551813673711, "bench_c_p1w": 0.007351998676538907, "ret_p1m": 0.0854019255375893, "ret_signed_p1m": -0.0854019255375893, "alpha_spy_p1m": -0.047613154535952606, "alpha_c_p1m": -0.0545805342699861, "bench_spy_p1m": 0.03778877100163669, "bench_c_p1m": 0.030821391267603193, "ret_p3m": 0.35581564715487324, "ret_signed_p3m": -0.35581564715487324, "alpha_spy_p3m": -0.42573114141802704, "alpha_c_p3m": -0.3726685054529405, "bench_spy_p3m": -0.0699154942631538, "bench_c_p3m": -0.016852858298067264, "ret_p6m": 0.7692426900159879, "ret_signed_p6m": -0.7692426900159879, "alpha_spy_p6m": -0.6891610085759532, "alpha_c_p6m": -0.8119914333175363, "bench_spy_p6m": 0.08008168144003469, "bench_c_p6m": -0.04274874330154843, "ret_p1y": 1.216393441841861, "ret_signed_p1y": -1.216393441841861, "alpha_spy_p1y": -1.015019050387062, "alpha_c_p1y": -1.0808314739803209, "bench_spy_p1y": 0.20137439145479896, "bench_c_p1y": 0.13556196786154007, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0854019255375893, "alpha_spy_stated": -0.047613154535952606, "alpha_c_stated": -0.0545805342699861, "price_path": [1.1218, 1.1107, 1.0958, 1.0584, 1.0292, 0.9852, 0.9766, 0.9435, 0.9194, 0.8526, 0.9048, 0.9543, 0.971, 0.3817, 0.279, 0.2798, 0.2865, 0.3266, 0.2959, 0.3482, 0.3349, 0.3424, 0.3913, 0.4272, 0.4478, 0.3795, 0.2565, 0.2635, 0.2946, 0.2053, 0.2387, 0.1872, 0.2269, 0.2585, 0.36, 0.3538, 0.3293, 0.1154, 0.1274, 0.0343, 0.0657, 0.0904, 0.0771, 0.0517, 0.0259, 0.0033, 0.0027, 0.0258, -0.0495, -0.055, -0.0367, -0.0219, -0.0023, -0.0226, -0.0473, -0.0745, -0.0265, 0.0383, 0.0787, 0.1808, 0.2283, 0.1327, 0.0743, 0.0, -0.0236, -0.0564, -0.0941, -0.1069, -0.1143, -0.0325, -0.0234, -0.0504, -0.0465, 0.0464, 0.0231, 0.0453, 0.0546, 0.0735, 0.1263, 0.1642, 0.1475, 0.1335, 0.0966, 0.0634, 0.0854, 0.1119, 0.1269, 0.1713, 0.24, 0.178, 0.1233, 0.2041, 0.1397, 0.1516, 0.126, 0.1916, 0.0824, 0.079, 0.0529, 0.0194, 0.0532, 0.0309, 0.0562, 0.0473, 0.0047, 0.0699, 0.0568, 0.0771, 0.098, 0.0748, 0.0781, 0.1158, 0.1052, 0.0979, 0.0998, 0.0707, 0.0504, 0.0659, 0.1415, 0.1079, 0.0565, 0.0796, 0.0609, 0.1774, 0.1923, 0.2581, 0.3558, 0.3611, 0.333, 0.3777, 0.3696, 0.424, 0.4403, 0.4704, 0.4598, 0.4081, 0.4431, 0.4365, 0.4122, 0.4048, 0.4397, 0.4579, 0.4959, 0.4551, 0.7408, 0.8537, 0.9065, 0.9104, 0.9018, 0.8982, 0.9063, 0.9471, 0.894, 0.9257, 0.9399, 1.0067, 1.0081, 0.9936, 0.9847, 0.9351, 1.01, 1.0267, 1.1169, 1.171, 1.1764, 1.1992, 1.2308, 1.2333, 1.2308, 1.2164, 1.1265, 0.936, 0.9291, 0.9911, 1.0709, 1.0075, 1.0306, 1.0523, 1.0923, 1.0312, 0.9936, 1.017, 0.9542, 0.9474, 0.9736, 0.9482, 0.7558, 0.8248, 0.8061, 0.7692]}
{"unit_id": "reply:1884319716560490688", "ticker_idx": 0, "ts": "2025-01-28T19:16:44+00:00", "symbol": "Tecx", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the magnitude of the selloff here is probably overdone", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Selloff in Tecx is overdone given different drug design, diseases, and endpoints vs the binary-result framing.", "resolved_tickers": ["TECX"], "resolution_method": "exchange_ticker", "resolution_reason": "Tectonic Financial / TECX on Nasdaq; selloff context", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I agree, this is same MOA but different drug design, different diseases, and different endpoints.  Wasn’t sure at first but with this in mind I think the magnitude of the selloff here is probably overdone.  Haven’t done any deep diligence here though, so that’s a somewhat superficial take.", "reply_text": null, "parent_text": "@A_May_MD They treating this like it’s a binary result to Tecx which is just not the case. Wild. I hope a lot of this are shorts inside 20 dollars.", "quoted_text": null, "parent_author": "Zigonga", "ret_m1d": 0.6849426925253397, "ret_signed_m1d": 0.6849426925253397, "alpha_spy_m1d": 0.6934620142945334, "alpha_c_m1d": 0.6779129060610625, "bench_spy_m1d": -0.008519321769193677, "bench_c_m1d": 0.00702978646427721, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.052373107664755336, "ret_signed_p1d": 0.052373107664755336, "alpha_spy_p1d": 0.05685597213022153, "alpha_c_p1d": 0.05824271972512096, "bench_spy_p1d": -0.0044828644654661964, "bench_c_p1d": -0.0058696120603656254, "ret_p1w": 0.9644025070551998, "ret_signed_p1w": 0.9644025070551998, "alpha_spy_p1w": 0.9689349723164148, "alpha_c_p1w": 0.960853563028853, "bench_spy_p1w": -0.00453246526121498, "bench_c_p1w": 0.0035489440263467564, "ret_p1m": 0.046235643865552456, "ret_signed_p1m": 0.046235643865552456, "alpha_spy_p1m": 0.07844319659823284, "alpha_c_p1m": 0.04145821102941394, "bench_spy_p1m": -0.03220755273268039, "bench_c_p1m": 0.004777432836138518, "ret_p3m": -0.17225862928908575, "ret_signed_p3m": -0.17225862928908575, "alpha_spy_p3m": -0.09197589037627563, "alpha_c_p3m": -0.1265233050483786, "bench_spy_p3m": -0.08028273891281013, "bench_c_p3m": -0.04573532424070714, "ret_p6m": -0.07855973953921924, "ret_signed_p6m": -0.07855973953921924, "alpha_spy_p6m": -0.13435580817809423, "alpha_c_p6m": -0.0023398033312540534, "bench_spy_p6m": 0.055796068638874985, "bench_c_p6m": -0.07621993620796519, "ret_p1y": -0.15343698519049953, "ret_signed_p1y": -0.15343698519049953, "alpha_spy_p1y": -0.31500351592907805, "alpha_c_p1y": -0.22172489529640282, "bench_spy_p1y": 0.16156653073857852, "bench_c_p1y": 0.0682879101059033, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.046235643865552456, "alpha_spy_stated": 0.07844319659823284, "alpha_c_stated": 0.04145821102941394, "price_path": [0.4894, 0.5851, 0.6146, 0.6768, 0.68, 0.6788, 0.6727, 0.7132, 0.7602, 0.8351, 0.8547, 0.7987, 0.885, 0.9538, 0.9124, 0.77, 0.6551, 0.5908, 0.6718, 0.8016, 0.8367, 0.9681, 0.9656, 0.9574, 1.0115, 1.0368, 1.0593, 1.1154, 1.0982, 1.0974, 1.106, 1.0299, 0.9828, 0.9943, 0.8969, 0.8547, 0.8216, 0.9448, 0.7676, 0.8028, 0.9411, 0.946, 1.0687, 1.0949, 0.9243, 0.9145, 0.8891, 0.8695, 0.9853, 0.9816, 0.9055, 0.795, 0.6432, 0.5479, 0.5548, 0.6829, 0.7193, 0.6735, 0.6931, 0.7185, 0.7267, 0.9124, 0.6849, 0.0, 0.0524, 1.2439, 1.2152, 1.0708, 0.9644, 0.9153, 0.743, 0.4914, 0.4227, 0.304, 0.293, 0.4083, 0.4554, 0.2921, 0.2885, 0.2619, 0.2087, 0.1158, 0.0888, 0.0937, 0.0462, 0.0344, -0.0421, -0.0536, -0.0196, -0.0708, -0.0516, -0.1281, -0.0753, 0.0074, -0.0381, 0.0487, -0.0196, -0.1031, -0.1031, -0.0925, -0.1346, -0.1244, -0.1318, -0.2222, -0.2263, -0.2369, -0.2754, -0.311, -0.268, -0.3179, -0.3609, -0.3646, -0.3998, -0.311, -0.3175, -0.3388, -0.2688, -0.266, -0.2815, -0.3036, -0.2668, -0.2025, -0.2005, -0.0843, -0.1371, -0.1743, -0.1723, -0.1465, -0.1956, -0.1101, -0.1248, -0.2259, -0.2238, -0.1399, -0.1915, -0.1526, -0.1739, -0.1858, -0.1534, -0.1412, -0.0421, 0.0049, -0.0761, -0.0917, -0.1142, -0.1182, -0.1182, -0.0835, -0.1199, -0.0585, -0.0475, -0.0728, -0.0814, -0.0565, 0.0016, 0.0295, -0.0385, -0.0818, -0.1043, -0.1182, -0.1608, -0.1899, -0.1894, -0.2328, -0.1747, -0.1673, -0.1788, -0.1899, -0.187, -0.1751, -0.1371, -0.1268, -0.1498, -0.1567, -0.1182, -0.1113, -0.0736, -0.054, -0.1227, -0.0765, -0.0475, -0.1035, -0.1031, -0.0908, -0.0622, -0.0884, -0.0867, -0.0696, -0.0872, -0.0786]}
{"unit_id": "quote:1834313339423658054", "ticker_idx": 0, "ts": "2024-09-12T19:29:14+00:00", "symbol": "TIL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TIL can keep going", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TIL: $300M market cap vs BNTX's $3B gain on same MOA/stage is a large mispricing gap still to close.", "resolved_tickers": ["TIL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "And $TIL halted up.  +$300M ($TIL) versus +$3B ($BNTX) gap really didn't make sense.  How much narrower is the gap now?  Like $100M?\n\nSo much for efficient markets.", "reply_text": null, "parent_text": null, "quoted_text": "IMO $TIL can keep going.\n\n$TIL Market cap still ~$300M at the moment.\n\n$BNTX has added ~$3B (~$13/share) following the $SMMT news.  BTNX drug has same MOA as TIL, and is in the same developmental stage. \n\nAnd Of course $SMMT >$20B market cap.", "parent_author": null, "ret_m1d": -0.36181661207910853, "ret_signed_m1d": -0.36181661207910853, "alpha_spy_m1d": -0.35346351147691557, "alpha_c_m1d": -0.35822322170626364, "bench_spy_m1d": -0.008353100602192964, "bench_c_m1d": -0.0035933903728448957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.8191992748298125, "ret_signed_p1d": 0.8191992748298125, "alpha_spy_p1d": 0.8139764915819665, "alpha_c_p1d": 0.8171459089024726, "bench_spy_p1d": 0.005222783247845975, "bench_c_p1d": 0.0020533659273398452, "ret_p1w": 0.2645286516941574, "ret_signed_p1w": 0.2645286516941574, "alpha_spy_p1w": 0.2432619163812586, "alpha_c_p1w": 0.2640155119578449, "bench_spy_p1w": 0.0212667353128988, "bench_c_p1w": 0.0005131397363125068, "ret_p1m": -0.09448987249583507, "ret_signed_p1m": -0.09448987249583507, "alpha_spy_p1m": -0.13431835823848048, "alpha_c_p1m": -0.08566007621543748, "bench_spy_p1m": 0.039828485742645414, "bench_c_p1m": -0.008829796280397595, "ret_p3m": -0.5004304876917305, "ret_signed_p3m": -0.5004304876917305, "alpha_spy_p3m": -0.5902786755139009, "alpha_c_p3m": -0.4159216084173607, "bench_spy_p3m": 0.08984818782217041, "bench_c_p3m": -0.08450887927436979, "ret_p6m": -0.5344382353206818, "ret_signed_p6m": -0.5344382353206818, "alpha_spy_p6m": -0.5553907207888615, "alpha_c_p6m": -0.4840301999579196, "bench_spy_p6m": 0.020952485468179738, "bench_c_p6m": -0.05040803536276217, "ret_p1y": -0.5038743071184419, "ret_signed_p1y": -0.5038743071184419, "alpha_spy_p1y": -0.6990670444156295, "alpha_c_p1y": -0.3974753325505834, "bench_spy_p1y": 0.19519273729718756, "bench_c_p1y": -0.10639897456785852, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09448987249583507, "alpha_spy_stated": -0.13431835823848048, "alpha_c_stated": -0.08566007621543748, "price_path": [-0.7684, -0.774, -0.7753, -0.785, -0.7878, -0.7867, -0.7777, -0.7858, -0.788, -0.7912, -0.7867, -0.7785, -0.7783, -0.7839, -0.78, -0.7871, -0.7813, -0.7845, -0.7845, -0.7912, -0.7262, -0.7092, -0.7152, -0.7202, -0.7284, -0.7277, -0.7245, -0.7284, -0.7247, -0.7273, -0.7303, -0.7381, -0.7342, -0.7378, -0.732, -0.7452, -0.7563, -0.7546, -0.7656, -0.748, -0.7675, -0.7723, -0.7772, -0.7749, -0.78, -0.7835, -0.7635, -0.7499, -0.7417, -0.731, -0.7084, -0.7152, -0.723, -0.7277, -0.73, -0.6997, -0.7002, -0.6827, -0.6954, -0.6933, -0.5267, -0.4709, -0.3618, 0.0, 0.8192, 0.3842, 0.3945, 0.4227, 0.2645, 0.426, 0.4529, 0.4697, 0.4871, 0.4714, 0.4124, 0.449, 0.3183, 0.2484, 0.1257, 0.0435, -0.1401, -0.2337, -0.1679, -0.1931, -0.0945, -0.062, -0.133, -0.1175, -0.1507, -0.1939, -0.2488, -0.2772, -0.3153, -0.3353, -0.3315, -0.2404, -0.2594, -0.2622, -0.3162, -0.3805, -0.4053, -0.4305, -0.4662, -0.3879, -0.3362, -0.2762, -0.2815, -0.3211, -0.3663, -0.4296, -0.4647, -0.4361, -0.4972, -0.4671, -0.4372, -0.4367, -0.4526, -0.3607, -0.4208, -0.4064, -0.4234, -0.3887, -0.4363, -0.4023, -0.4178, -0.4621, -0.5004, -0.5387, -0.5271, -0.5157, -0.5331, -0.5781, -0.5678, -0.5564, -0.5325, -0.5288, -0.5394, -0.5684, -0.5913, -0.5891, -0.5347, -0.5564, -0.562, -0.497, -0.5265, -0.5728, -0.5906, -0.5689, -0.5439, -0.539, -0.5486, -0.5779, -0.5755, -0.4806, -0.4956, -0.4772, -0.4488, -0.4337, -0.4832, -0.5209, -0.5568, -0.5142, -0.5209, -0.4955, -0.5517, -0.5691, -0.5846, -0.5874, -0.4867, -0.5047, -0.4619, -0.4464, -0.4832, -0.5239, -0.5648, -0.5663, -0.5695, -0.5842, -0.5674, -0.6065, -0.6233, -0.6115, -0.587, -0.6059, -0.6449, -0.6266, -0.6106, -0.5898, -0.5721, -0.5344]}
{"unit_id": "quote:1825914114935234648", "ticker_idx": 0, "ts": "2024-08-20T15:13:43+00:00", "symbol": "CRBP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CB1 drugs 📈\n\n$CRBP $NVO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish CB1 drug CRBP as GLP-1s (NVO) face suicide-risk headwinds; bearish NVO on safety comparison.", "resolved_tickers": ["CRBP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Reminder that both $NVO Ozempic/Wegovy and $LLY Mounjaro/Zepbound had higher rates of suicide in obesity studies than Rimonabant ever did.\n\nCB1 drugs 📈 \n\n$CRBP $NVO\n\nSource:  https://t.co/lvvSKmZkiv", "reply_text": null, "parent_text": null, "quoted_text": "Does Ozempic increase the risk of suicidal thoughts? A new study muddles the picture https://t.co/1jW3Y6E14C via @elaineywchen $NVO $LLY", "parent_author": null, "ret_m1d": 0.01606148748688696, "ret_signed_m1d": 0.01606148748688696, "alpha_spy_m1d": 0.014432554706253153, "alpha_c_m1d": 0.020076595474672554, "bench_spy_m1d": 0.0016289327806338072, "bench_c_m1d": -0.004015107987785593, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07454609896582287, "ret_signed_p1d": 0.07454609896582287, "alpha_spy_p1d": 0.0711094153682903, "alpha_c_p1d": 0.07286242281638478, "bench_spy_p1d": 0.003436683597532575, "bench_c_p1d": 0.0016836761494380958, "ret_p1w": -0.0006982734232273691, "ret_signed_p1w": -0.0006982734232273691, "alpha_spy_p1w": -0.005817345099289217, "alpha_c_p1w": -0.008404458853804253, "bench_spy_p1w": 0.005119071676061848, "bench_c_p1w": 0.007706185430576884, "ret_p1m": -0.09741616856273816, "ret_signed_p1m": -0.09741616856273816, "alpha_spy_p1m": -0.11939591347808243, "alpha_c_p1m": -0.10712975528666813, "bench_spy_p1m": 0.021979744915344268, "bench_c_p1m": 0.009713586723929968, "ret_p3m": -0.707402224405432, "ret_signed_p3m": -0.707402224405432, "alpha_spy_p3m": -0.7633429699905333, "alpha_c_p3m": -0.6300118603388415, "bench_spy_p3m": 0.055940745585101315, "bench_c_p3m": -0.0773903640665905, "ret_p6m": -0.8571927290589898, "ret_signed_p6m": -0.8571927290589898, "alpha_spy_p6m": -0.9379259970754661, "alpha_c_p6m": -0.8132967193480499, "bench_spy_p6m": 0.08073326801647629, "bench_c_p6m": -0.043896009710939876, "ret_p1y": -0.8290851925543075, "ret_signed_p1y": -0.8290851925543075, "alpha_spy_p1y": -0.9984918532857212, "alpha_c_p1y": -0.7390701586771837, "bench_spy_p1y": 0.16940666073141375, "bench_c_p1y": -0.09001503387712373, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09741616856273816, "alpha_spy_stated": -0.11939591347808243, "alpha_c_stated": -0.10712975528666813, "price_path": [-0.1524, -0.2109, -0.2151, -0.2776, -0.214, -0.2547, -0.2406, -0.2755, -0.2528, -0.1824, -0.1775, -0.1791, -0.1865, -0.2296, -0.2341, -0.1217, -0.1053, -0.0766, -0.1253, -0.2282, -0.2352, -0.2551, -0.2584, -0.2404, -0.2257, -0.2407, -0.2339, -0.21, -0.1376, -0.1618, -0.133, -0.1217, -0.1102, -0.1082, -0.1011, -0.0688, 0.0283, 0.0346, 0.0524, 0.0292, -0.0742, 0.0126, 0.0176, 0.0073, -0.0492, -0.0319, 0.0136, -0.0285, 0.0409, 0.0382, 0.0313, -0.0108, -0.0393, -0.0758, -0.1568, -0.0642, -0.0124, -0.085, -0.0751, -0.092, -0.0414, -0.0656, 0.0161, 0.0, 0.0745, 0.0391, 0.0422, 0.0344, -0.0007, -0.0246, 0.0127, 0.0681, -0.0278, -0.0332, -0.1137, -0.1264, -0.0798, -0.0175, -0.0798, -0.0995, -0.0257, -0.0594, -0.1114, -0.1388, -0.0974, -0.6594, -0.6685, -0.6798, -0.6273, -0.6248, -0.6348, -0.6398, -0.6643, -0.6489, -0.6524, -0.6646, -0.6685, -0.6582, -0.6767, -0.6802, -0.6721, -0.6737, -0.6706, -0.666, -0.6748, -0.6786, -0.6915, -0.6952, -0.7104, -0.71, -0.7153, -0.7147, -0.7172, -0.7107, -0.7214, -0.7046, -0.6803, -0.6657, -0.6699, -0.6767, -0.6721, -0.6755, -0.6868, -0.6828, -0.6936, -0.71, -0.7074, -0.7109, -0.7193, -0.7079, -0.695, -0.6866, -0.6861, -0.692, -0.6889, -0.6885, -0.7076, -0.7198, -0.7329, -0.7336, -0.7339, -0.72, -0.7236, -0.7367, -0.7367, -0.7507, -0.7505, -0.7678, -0.7673, -0.773, -0.7703, -0.7701, -0.7706, -0.7774, -0.7891, -0.794, -0.7898, -0.7723, -0.7755, -0.78, -0.7828, -0.7942, -0.8027, -0.8001, -0.7837, -0.7709, -0.7919, -0.7917, -0.8019, -0.8116, -0.8163, -0.8301, -0.8275, -0.8321, -0.8272, -0.8291, -0.834, -0.8315, -0.8022, -0.8027, -0.8228, -0.8293, -0.8467, -0.8425, -0.8345, -0.8514, -0.8567, -0.8638, -0.8554, -0.8572]}
{"unit_id": "orig:1864796827591078066", "ticker_idx": 0, "ts": "2024-12-05T22:19:44+00:00", "symbol": "GPCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GPCR is a MUCH easier acquisition for a pharma to digest than $VKTX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "GPCR favored over VKTX: smaller market cap, cheaper manufacturing scale-up, and more digestible M&A target for pharma acquirers.", "resolved_tickers": ["GPCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "The timeline gap between $LLY orfo and $GPCR is much smaller than the gap between $LLY’s TZP and $VKTX VK-2735.\n\n$VKTX is 3x higher market cap than $GPCR.\n\n$VKTX manufacturing scale up would be 10x more expensive than $GPCR small molecule manufacturing scale up. \n\n$GPCR is a MUCH easier acquisition for a pharma to digest than $VKTX.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06326832982137154, "ret_signed_m1d": -0.06326832982137154, "alpha_spy_m1d": -0.061376221888312155, "alpha_c_m1d": -0.06895179167249899, "bench_spy_m1d": -0.0018921079330593837, "bench_c_m1d": 0.005683461851127447, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04107954450568041, "ret_signed_p1d": 0.04107954450568041, "alpha_spy_p1d": 0.046229115622416606, "alpha_c_p1d": 0.03816877576856337, "bench_spy_p1d": -0.005149571116736196, "bench_c_p1d": 0.002910768737117042, "ret_p1w": -0.06296847286966589, "ret_signed_p1w": -0.06296847286966589, "alpha_spy_p1w": -0.057045784586326254, "alpha_c_p1w": -0.04016558765360301, "bench_spy_p1w": -0.005922688283339639, "bench_c_p1w": -0.022802885216062885, "ret_p1m": -0.189205332752569, "ret_signed_p1m": -0.189205332752569, "alpha_spy_p1m": -0.16232854573896982, "alpha_c_p1m": -0.16692782962442887, "bench_spy_p1m": -0.02687678701359919, "bench_c_p1m": -0.02227750312814014, "ret_p3m": -0.3577211077561092, "ret_signed_p3m": -0.3577211077561092, "alpha_spy_p3m": -0.2802972768088767, "alpha_c_p3m": -0.3644767181366607, "bench_spy_p3m": -0.07742383094723249, "bench_c_p3m": 0.006755610380551502, "ret_p6m": -0.31874061910423357, "ret_signed_p6m": -0.31874061910423357, "alpha_spy_p6m": -0.31444512519673296, "alpha_c_p6m": -0.26753605583514994, "bench_spy_p6m": -0.004295493907500614, "bench_c_p6m": -0.051204563269083625, "ret_p1y": 1.0671665845772753, "ret_signed_p1y": 1.0671665845772753, "alpha_spy_p1y": 0.9221882593228661, "alpha_c_p1y": 0.9938543989584812, "bench_spy_p1y": 0.14497832525440923, "bench_c_p1y": 0.07331218561879416, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.189205332752569, "alpha_spy_stated": -0.16232854573896982, "alpha_c_stated": -0.16692782962442887, "price_path": [0.0558, 0.0321, 0.1886, 0.2081, 0.2246, 0.1994, 0.1526, 0.1472, 0.1619, 0.257, 0.2699, 0.3199, 0.2579, 0.2453, 0.2519, 0.316, 0.2651, 0.304, 0.2681, 0.2891, 0.2108, 0.2144, 0.2081, 0.1652, 0.149, 0.0981, 0.0885, 0.1691, 0.188, 0.1844, 0.164, 0.1817, 0.1415, 0.1232, 0.1271, 0.1226, 0.1706, 0.1352, 0.2339, 0.2336, 0.1916, 0.1784, 0.1499, 0.1499, 0.14, 0.1604, 0.1085, 0.0906, 0.1301, 0.0246, -0.048, -0.0171, -0.0192, -0.0975, 0.0018, 0.0198, 0.0117, 0.012, -0.006, 0.0177, -0.003, 0.006, -0.0633, 0.0, 0.0411, 0.0403, 0.027, -0.0492, -0.063, -0.0705, -0.0561, -0.1634, -0.1013, -0.1634, -0.143, -0.1529, -0.1142, -0.1292, -0.2015, -0.1868, -0.1547, -0.1676, -0.1754, -0.185, -0.1892, -0.2426, -0.2456, -0.239, -0.1937, -0.191, -0.1886, -0.1502, -0.1622, -0.1616, -0.1538, -0.1484, -0.1391, -0.078, -0.0909, -0.1013, -0.1499, -0.1019, -0.0795, -0.0999, -0.1784, -0.2717, -0.2564, -0.2705, -0.2693, -0.2687, -0.3187, -0.2849, -0.2987, -0.2874, -0.3694, -0.3676, -0.4039, -0.3157, -0.2879, -0.3301, -0.3256, -0.3232, -0.2945, -0.3217, -0.3955, -0.3844, -0.3577, -0.3883, -0.3688, -0.3466, -0.367, -0.3232, -0.3442, -0.3712, -0.3688, -0.3901, -0.4003, -0.4021, -0.4072, -0.481, -0.5265, -0.4918, -0.5103, -0.5466, -0.5709, -0.5757, -0.5421, -0.5487, -0.5232, -0.4318, -0.4333, -0.4444, -0.3475, -0.3073, -0.3091, -0.3007, -0.2909, -0.2882, -0.2918, -0.2231, -0.1904, -0.1805, -0.1877, -0.1741, -0.2405, -0.2024, -0.1958, -0.2333, -0.2618, -0.2837, -0.2859, -0.2675, -0.2453, -0.2504, -0.2603, -0.2759, -0.2609, -0.2639, -0.2846, -0.3343, -0.3277, -0.3475, -0.3466, -0.3412, -0.3403, -0.3562, -0.3664, -0.385, -0.3454, -0.3187]}
{"unit_id": "reply:1881789572293832815", "ticker_idx": 0, "ts": "2025-01-21T19:42:50+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "people are still catching up on $BBIO here in the $30s (not for long IMO but we'll see)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BBIO in the $30s; expects price to rise as more investors catch up to the 430-script data.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yep - I have encountered numerous people who did not realize this, which is one reason I agree that people are still catching up on $BBIO here in the $30s (not for long IMO but we’ll see). \n\nBut it’s hard to blame people for not realizing this.  The 430 scripts number is almost hard to believe without thinking that the number was mostly made up of trial patients.  Almost seems too good to be true, but apparently it is!", "reply_text": null, "parent_text": "@HealthcareNinj1 @A_May_MD There on drug - but was not part of the other 400 reported. CEO MADE THAT VERY CLEAR", "quoted_text": null, "parent_author": "semodough", "ret_m1d": -0.06347008867267578, "ret_signed_m1d": -0.06347008867267578, "alpha_spy_m1d": -0.054399634454066814, "alpha_c_m1d": -0.04718924925292378, "bench_spy_m1d": -0.00907045421860897, "bench_c_m1d": -0.016280839419752002, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0066519308837790225, "ret_signed_p1d": -0.0066519308837790225, "alpha_spy_p1d": -0.01227357215926117, "alpha_c_p1d": -0.004406060175340176, "bench_spy_p1d": 0.005621641275482148, "bench_c_p1d": -0.0022458707084388463, "ret_p1w": 0.006374709827158709, "ret_signed_p1w": 0.006374709827158709, "alpha_spy_p1w": 0.0039370078841929335, "alpha_c_p1w": -0.02183571076347235, "bench_spy_p1w": 0.0024377019429657754, "bench_c_p1w": 0.028210420590631058, "ret_p1m": 0.02009419172193816, "ret_signed_p1m": 0.02009419172193816, "alpha_spy_p1m": 0.0079392415862225, "alpha_c_p1m": -0.013028435094482482, "bench_spy_p1m": 0.012154950135715659, "bench_c_p1m": 0.03312262681642064, "ret_p3m": -0.05266079349928254, "ret_signed_p3m": -0.05266079349928254, "alpha_spy_p3m": 0.07040341843172426, "alpha_c_p3m": -0.004117075498454303, "bench_spy_p3m": -0.1230642119310068, "bench_c_p3m": -0.04854371800082824, "ret_p6m": 0.2802105399826351, "ret_signed_p6m": 0.2802105399826351, "alpha_spy_p6m": 0.22225767636742644, "alpha_c_p6m": 0.31564741911185834, "bench_spy_p6m": 0.05795286361520868, "bench_c_p6m": -0.03543687912922322, "ret_p1y": 1.2148004325578898, "ret_signed_p1y": 1.2148004325578898, "alpha_spy_p1y": 1.0588914811372336, "alpha_c_p1y": 1.084455575921291, "bench_spy_p1y": 0.1559089514206562, "bench_c_p1y": 0.13034485663659878, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02009419172193816, "alpha_spy_stated": 0.0079392415862225, "alpha_c_stated": -0.013028435094482482, "price_path": [-0.2741, -0.2788, -0.3027, -0.3088, -0.3223, -0.3301, -0.3392, -0.3226, -0.321, -0.3406, -0.3512, -0.2938, -0.3016, -0.2927, -0.2902, -0.2827, -0.2492, -0.2761, -0.3176, -0.3129, -0.3318, -0.3426, -0.3805, -0.3753, -0.3614, -0.3559, -0.3509, -0.2464, -0.2672, -0.2381, -0.2492, -0.2627, -0.2633, -0.2489, -0.2611, -0.2021, -0.1824, -0.1951, -0.1968, -0.2331, -0.2381, -0.232, -0.2289, -0.2799, -0.2736, -0.2658, -0.2303, -0.2093, -0.2131, -0.2242, -0.2428, -0.2395, -0.2184, -0.2206, -0.2167, -0.2004, -0.1838, -0.194, -0.0651, -0.0132, -0.0299, -0.0546, -0.0635, 0.0, -0.0067, 0.028, 0.0419, 0.0164, 0.0064, 0.0105, -0.003, -0.0518, -0.14, -0.0859, -0.0704, -0.0937, -0.1172, -0.1197, -0.1375, -0.1145, -0.1253, -0.0327, -0.0164, 0.0058, 0.0201, 0.0213, 0.0047, -0.0479, -0.0729, -0.0507, -0.0327, -0.0851, -0.0704, -0.0308, -0.1067, -0.125, -0.1297, -0.1037, -0.0967, -0.1045, -0.0862, -0.0851, -0.1078, -0.0646, -0.0601, -0.0363, 0.0316, 0.0183, 0.0006, 0.0089, -0.0269, -0.0419, -0.0848, -0.0405, -0.0557, -0.1305, -0.1499, -0.1646, -0.0887, -0.1045, -0.0601, -0.0341, -0.051, -0.0618, -0.0613, -0.0712, -0.0527, -0.0236, -0.0033, 0.0062, -0.0053, 0.0094, 0.0632, 0.0643, 0.069, 0.0593, 0.0238, -0.0072, -0.0341, -0.0529, -0.0111, -0.0782, -0.0671, -0.0649, -0.0621, -0.0662, -0.0657, -0.0898, -0.0862, -0.0759, -0.0826, -0.1059, -0.0751, -0.0507, -0.0172, 0.0399, 0.0538, 0.0626, 0.0704, 0.0818, 0.1111, 0.0823, 0.0989, 0.1025, 0.1402, 0.1106, 0.1086, 0.1566, 0.1689, 0.232, 0.23, 0.2506, 0.2433, 0.1968, 0.1857, 0.1871, 0.2192, 0.2057, 0.1971, 0.2744, 0.2824, 0.288, 0.3218, 0.3017, 0.3054, 0.2955, 0.2891, 0.2722, 0.2686, 0.2802]}
{"unit_id": "thread:1854904619412992161", "ticker_idx": 0, "ts": "2024-11-08T15:11:38+00:00", "symbol": "IOVA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Quit listening to the permabull pumpers and consider that it's possible things actually aren't going well", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish IOVA: earnings not as positive as permabull camp claims; 20% of Amtagvi revenue wasted on manufacturing failures, raising serious cost concerns.", "resolved_tickers": ["IOVA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "If you’re long $IOVA and only listening to the permabull biotwitter cult leading pumpers who won’t stop tweeting about how positive the earnings results were, you may be wondering why you’re down 20% right now. \n\nWell, it *does* happen that stocks irrationally trade down on good news sometimes.  But you may want to be open to the idea that the earnings actually weren’t positive and take a look at how expensive these $IOVA revenues are.  \n\nEspecially the fact that $8.3M was “wasted” on manufacturing Amtagvi that was never given to patients.  This is an EXTREMELY intense and complicated regimen to administer.  There will be manufacturing failures, people will drop out electively or even die during preconditioning (or from advanced disease) before getting Amtagvi.  The result of these problems is spending a LOT of money on making product that never generates any revenue.  A double whammy. \n\nSure, total revenue exceeded some sellside projects this quarter.  But that $8.3M loss just on “wasted” manufacturing accounts for almost 20% of all Amtagvi revenues on the quarter!  How many sellside projections have $IOVA immediately dumping 20% of Amtagvi revenue into the trash?  Not good. \n\nQuit listening to the permabull pumpers and consider that it’s possible things actually aren’t going well.\n\nFingers crossed for good NSCLC data this weekend, which could certainly turn things around if resoundingly positive.\n\n---\n\nAhhhh I’ve been cursed by the $IOVA nut jobs!\n\nJoke’s on him.  It already runs in the family!\n\nWear your sunscreen folks. https://t.co/7l2v1q8TF4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.15958447176889923, "ret_signed_m1d": -0.15958447176889923, "alpha_spy_m1d": -0.16389770842389262, "alpha_c_m1d": -0.16670915418038512, "bench_spy_m1d": -0.004313236654993391, "bench_c_m1d": -0.007124682411485894, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005665671867598698, "ret_signed_p1d": -0.005665671867598698, "alpha_spy_p1d": -0.004712994494305844, "alpha_c_p1d": -0.011525162355664365, "bench_spy_p1d": 0.000952677373292854, "bench_c_p1d": -0.005859490488065666, "ret_p1w": -0.2275731645596979, "ret_signed_p1w": 0.2275731645596979, "alpha_spy_p1w": 0.20677701617111177, "alpha_c_p1w": 0.17203976967705092, "bench_spy_p1w": -0.020796148388586122, "bench_c_p1w": -0.05553339488264697, "ret_p1m": -0.1888574099322612, "ret_signed_p1m": 0.1888574099322612, "alpha_spy_p1m": 0.19656390241450283, "alpha_c_p1m": 0.14837272838008808, "bench_spy_p1m": 0.007706492482241645, "bench_c_p1m": -0.04048468155217311, "ret_p3m": -0.49575070107218566, "ret_signed_p3m": 0.49575070107218566, "alpha_spy_p3m": 0.5077880280317059, "alpha_c_p3m": 0.47111512421318413, "bench_spy_p3m": 0.0120373269595202, "bench_c_p3m": -0.02463557685900153, "ret_p6m": -0.8385269109057474, "ret_signed_p6m": 0.8385269109057474, "alpha_spy_p6m": 0.8270776011204523, "alpha_c_p6m": 0.7031792714762685, "bench_spy_p6m": -0.011449309785295125, "bench_c_p6m": -0.13534763942947892, "ret_p1y": -0.7601510929881975, "ret_signed_p1y": 0.7601510929881975, "alpha_spy_p1y": 0.9164528679420397, "alpha_c_p1y": 0.7959059048002847, "bench_spy_p1y": 0.15630177495384223, "bench_c_p1y": 0.03575481181208717, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1888574099322612, "alpha_spy_stated": 0.19656390241450283, "alpha_c_stated": 0.14837272838008808, "price_path": [-0.0472, 0.0142, -0.0453, 0.0076, -0.0085, 0.0567, 0.0661, 0.1171, 0.0973, 0.1209, 0.1237, 0.0765, 0.0699, 0.0746, 0.101, 0.0246, -0.0104, -0.0123, -0.0548, -0.0689, -0.1331, -0.1171, -0.1067, -0.0236, -0.0737, -0.0161, -0.0397, -0.0227, -0.0415, -0.0878, -0.118, -0.1294, -0.1265, -0.0925, -0.1133, -0.1171, -0.0784, -0.0784, -0.0123, -0.0567, -0.0822, -0.0925, -0.1058, -0.0803, -0.0774, -0.0944, -0.1152, -0.0397, -0.0331, -0.0633, -0.0595, -0.0727, -0.0028, 0.0076, 0.0415, 0.0208, 0.0425, -0.0142, 0.0567, 0.0803, 0.101, 0.1464, 0.1596, 0.0, 0.0057, -0.085, -0.1501, -0.1889, -0.2276, -0.204, -0.2266, -0.2314, -0.2219, -0.1926, -0.1246, -0.1388, -0.1124, -0.1199, -0.1435, -0.1756, -0.1756, -0.2002, -0.1473, -0.1558, -0.1889, -0.1898, -0.2483, -0.2606, -0.2597, -0.2625, -0.3144, -0.3182, -0.3031, -0.2956, -0.2927, -0.2823, -0.3041, -0.3229, -0.3012, -0.2644, -0.2776, -0.2937, -0.3012, -0.3229, -0.3957, -0.4542, -0.4438, -0.4419, -0.4561, -0.4419, -0.4448, -0.4344, -0.4155, -0.4098, -0.4098, -0.4155, -0.4268, -0.4136, -0.4476, -0.4674, -0.4514, -0.424, -0.4448, -0.4627, -0.4976, -0.5005, -0.4958, -0.4958, -0.474, -0.475, -0.4665, -0.4703, -0.4542, -0.4759, -0.4958, -0.4948, -0.5033, -0.5996, -0.6185, -0.6298, -0.6176, -0.6459, -0.6459, -0.6478, -0.6317, -0.6393, -0.6676, -0.661, -0.6468, -0.6629, -0.6638, -0.6657, -0.6657, -0.6572, -0.6714, -0.6752, -0.6572, -0.6638, -0.6856, -0.6931, -0.6657, -0.6931, -0.7167, -0.7139, -0.7309, -0.6912, -0.711, -0.6884, -0.678, -0.695, -0.7101, -0.711, -0.7092, -0.6969, -0.6988, -0.6827, -0.6686, -0.6591, -0.6638, -0.661, -0.6856, -0.6695, -0.6695, -0.7073, -0.7044, -0.7007, -0.8347, -0.8178, -0.831, -0.8385]}
{"unit_id": "orig:1895276664617333086", "ticker_idx": 0, "ts": "2025-02-28T00:55:44+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Only 100% left $XBI", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Fully positioned in XBI; 100% long the biotech ETF.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Only 100% left $XBI https://t.co/4SWwyJfLlz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01814896132934929, "ret_signed_m1d": -0.01814896132934929, "alpha_spy_m1d": -0.002783155604312304, "alpha_c_m1d": -0.002783155604312304, "bench_spy_m1d": -0.015365805725036985, "bench_c_m1d": -0.015365805725036985, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03505803713941846, "ret_signed_p1d": -0.03505803713941846, "alpha_spy_p1d": -0.017538162122871404, "alpha_c_p1d": -0.017538162122871404, "bench_spy_p1d": -0.01751987501654706, "bench_c_p1d": -0.01751987501654706, "ret_p1w": -0.01589432580804051, "ret_signed_p1w": -0.01589432580804051, "alpha_spy_p1w": 0.014837181161784674, "alpha_c_p1w": 0.014837181161784674, "bench_spy_p1w": -0.030731506969825184, "bench_c_p1w": -0.030731506969825184, "ret_p1m": -0.0857326063389805, "ret_signed_p1m": -0.0857326063389805, "alpha_spy_p1m": -0.0300133940824443, "alpha_c_p1m": -0.0300133940824443, "bench_spy_p1m": -0.0557192122565362, "bench_c_p1m": -0.0557192122565362, "ret_p3m": -0.10726464317488038, "ret_signed_p3m": -0.10726464317488038, "alpha_spy_p3m": -0.10218711203898256, "alpha_c_p3m": -0.10218711203898256, "bench_spy_p3m": -0.005077531135897817, "bench_c_p3m": -0.005077531135897817, "ret_p6m": 0.012995101748650262, "ret_signed_p6m": 0.012995101748650262, "alpha_spy_p6m": -0.07910350629233776, "alpha_c_p6m": -0.07910350629233776, "bench_spy_p6m": 0.09209860804098802, "bench_c_p6m": 0.09209860804098802, "ret_p1y": 0.3973761007944141, "ret_signed_p1y": 0.3973761007944141, "alpha_spy_p1y": 0.23894037072248042, "alpha_c_p1y": 0.23894037072248042, "bench_spy_p1y": 0.15843573007193368, "bench_c_p1y": 0.15843573007193368, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0857326063389805, "alpha_spy_stated": -0.0300133940824443, "alpha_c_stated": -0.0300133940824443, "price_path": [0.1005, 0.1143, 0.1272, 0.1229, 0.1195, 0.1012, 0.1136, 0.0971, 0.1175, 0.1074, 0.0981, 0.0931, 0.0619, 0.0528, 0.0682, 0.0662, 0.0137, 0.0124, 0.0289, 0.0358, 0.0369, 0.0444, 0.0298, 0.0133, 0.0152, 0.0318, 0.0417, 0.0395, 0.0469, 0.0406, 0.0082, 0.0047, -0.0231, -0.0018, -0.0092, -0.0083, 0.0203, 0.0282, 0.0481, 0.0423, 0.044, 0.0504, 0.0436, 0.0544, 0.0446, 0.0305, 0.0435, 0.0675, 0.0525, 0.0285, 0.0184, 0.0038, 0.0142, 0.0232, 0.0304, 0.0295, 0.0431, 0.0452, 0.0337, 0.0158, -0.0002, -0.0052, -0.0181, 0.0, -0.0351, -0.0291, -0.01, -0.0186, -0.0159, -0.0278, -0.0286, -0.0176, -0.0309, -0.0178, -0.0047, -0.0286, -0.0141, -0.0239, -0.0179, 0.0013, -0.0183, -0.0409, -0.0358, -0.0485, -0.0857, -0.1189, -0.0915, -0.1191, -0.1696, -0.1772, -0.2131, -0.1559, -0.1927, -0.1621, -0.1371, -0.1371, -0.153, -0.144, -0.1488, -0.1247, -0.1083, -0.0881, -0.0953, -0.0827, -0.0769, -0.0649, -0.0699, -0.0587, -0.0683, -0.13, -0.128, -0.1202, -0.1388, -0.1043, -0.1258, -0.1391, -0.1254, -0.1092, -0.1013, -0.0824, -0.1057, -0.1066, -0.109, -0.106, -0.112, -0.0929, -0.1073, -0.0842, -0.0718, -0.0702, -0.0693, -0.0501, -0.05, -0.0386, -0.0489, -0.049, -0.0575, -0.0601, -0.0745, -0.0681, -0.0713, -0.0725, -0.055, -0.0612, -0.0566, -0.0641, -0.065, -0.0633, -0.0441, -0.039, -0.0577, -0.045, -0.0093, -0.0036, -0.0189, -0.0048, -0.0314, -0.0099, -0.0065, -0.0274, -0.0319, -0.0222, -0.0054, -0.0136, -0.0123, -0.024, -0.0322, -0.0277, -0.0342, -0.0312, -0.0212, -0.0208, -0.0289, -0.0381, -0.0368, -0.0399, -0.02, 0.0093, 0.0098, 0.0224, 0.0171, 0.0012, 0.0059, 0.0138, 0.0251, 0.001, 0.0136, 0.018, 0.018, 0.013]}
{"unit_id": "quote:1878839208925872446", "ticker_idx": 0, "ts": "2025-01-13T16:19:09+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not surprised to see $SRRK as one of the few names pulling a red to green in today's mess", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish SRRK and VERU as the last SMID-bio plays in obesity/muscle space with phase 2 data imminent, after KROS exit and BHVN SMA failure.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Not surprised to see $SRRK as one of the few names pulling a red to green in today’s mess.  With $KROS announcing this morning that they’re out of the obesity/muscle race and $BHVN having already failed in SMA, who else is left in SMID bio?\n\n$SRRK and $VERU are basically all we’ve  got left?  Both with phase 2 obesity data coming soon!", "reply_text": null, "parent_text": null, "quoted_text": "$kros out of the obesity race….\n\n$srrk $regn $veru $bhvn $lly https://t.co/wbw9mjnWar", "parent_author": null, "ret_m1d": -0.04953044298666087, "ret_signed_m1d": -0.04953044298666087, "alpha_spy_m1d": -0.04798247206506556, "alpha_c_m1d": -0.036664500410194534, "bench_spy_m1d": -0.0015479709215953097, "bench_c_m1d": -0.012865942576466338, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025117364627940786, "ret_signed_p1d": -0.025117364627940786, "alpha_spy_p1d": -0.026493528609283112, "alpha_c_p1d": -0.014796285323763092, "bench_spy_p1d": 0.0013761639813423265, "bench_c_p1d": -0.010321079304177694, "ret_p1w": 0.05352118956950691, "ret_signed_p1w": 0.05352118956950691, "alpha_spy_p1w": 0.0162656714327698, "alpha_c_p1w": 0.046169190892968004, "bench_spy_p1w": 0.03725551813673711, "bench_c_p1w": 0.007351998676538907, "ret_p1m": -0.12699530613125742, "ret_signed_p1m": -0.12699530613125742, "alpha_spy_p1m": -0.1647840771328941, "alpha_c_p1m": -0.15781669739886062, "bench_spy_p1m": 0.03778877100163669, "bench_c_p1m": 0.030821391267603193, "ret_p3m": -0.3208919872907894, "ret_signed_p3m": -0.3208919872907894, "alpha_spy_p3m": -0.2509764930276356, "alpha_c_p3m": -0.3040391289927221, "bench_spy_p3m": -0.0699154942631538, "bench_c_p3m": -0.016852858298067264, "ret_p6m": -0.034037488267119054, "ret_signed_p6m": -0.034037488267119054, "alpha_spy_p6m": -0.11411916970715374, "alpha_c_p6m": 0.008711255034429377, "bench_spy_p6m": 0.08008168144003469, "bench_c_p6m": -0.04274874330154843, "ret_p1y": 0.06995313295008465, "ret_signed_p1y": 0.06995313295008465, "alpha_spy_p1y": -0.1314212585047143, "alpha_c_p1y": -0.06560883491145542, "bench_spy_p1y": 0.20137439145479896, "bench_c_p1y": 0.13556196786154007, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12699530613125742, "alpha_spy_stated": -0.1647840771328941, "alpha_c_stated": -0.15781669739886062, "price_path": [-0.3864, -0.3777, -0.3305, -0.33, -0.3192, -0.3134, -0.2829, -0.2967, -0.3169, -0.3439, -0.319, -0.2979, -0.2857, -0.2739, -0.2962, -0.3324, -0.3329, -0.3505, -0.3279, -0.3045, -0.3204, -0.3174, -0.3392, -0.3742, -0.3573, -0.3545, -0.3782, -0.3808, -0.346, -0.346, -0.3739, -0.2977, -0.1146, -0.13, -0.1045, -0.0634, -0.1089, -0.0756, -0.0664, -0.0174, 0.0232, 0.0676, 0.0451, -0.0099, -0.0223, -0.0146, 0.0063, 0.0246, -0.0317, -0.012, 0.0512, 0.0319, 0.0695, 0.0735, 0.0437, 0.0073, 0.0146, 0.0366, 0.0603, 0.0061, -0.0498, -0.0411, -0.0495, 0.0, -0.0251, 0.0404, 0.0305, 0.0124, 0.0535, 0.0969, 0.0657, 0.027, -0.0014, -0.0061, -0.0009, -0.0516, -0.0521, -0.0599, -0.0604, -0.0167, -0.0441, -0.0622, -0.1047, -0.1308, -0.127, -0.1167, -0.1298, -0.1326, -0.1077, -0.081, -0.115, -0.1277, -0.1467, -0.131, -0.1559, -0.0887, -0.1495, -0.1293, -0.1516, -0.1519, -0.1549, -0.1749, -0.1901, -0.1599, -0.189, -0.1878, -0.185, -0.2047, -0.2026, -0.2103, -0.2242, -0.2063, -0.2188, -0.2451, -0.2169, -0.2291, -0.2453, -0.2944, -0.2362, -0.2793, -0.3685, -0.3887, -0.4256, -0.3648, -0.3824, -0.3427, -0.3209, -0.2906, -0.3014, -0.2782, -0.3002, -0.2573, -0.2366, -0.193, -0.2298, -0.2566, -0.2308, -0.2275, -0.231, -0.2275, -0.2354, -0.312, -0.3028, -0.2725, -0.28, -0.238, -0.2629, -0.2831, -0.2763, -0.2829, -0.292, -0.2596, -0.2789, -0.285, -0.2958, -0.2847, -0.3225, -0.2995, -0.319, -0.3014, -0.2737, -0.2765, -0.196, -0.1965, -0.2002, -0.192, -0.2251, -0.2178, -0.2383, -0.2458, -0.2688, -0.1474, -0.2009, -0.2188, -0.2157, -0.1594, -0.1671, -0.1594, -0.1685, -0.2075, -0.1655, -0.1552, -0.1671, -0.1962, -0.1317, -0.1053, -0.1211, -0.0941, -0.0901, -0.034]}
{"unit_id": "quote:1878839208925872446", "ticker_idx": 1, "ts": "2025-01-13T16:19:09+00:00", "symbol": "VERU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SRRK and $VERU are basically all we've got left? Both with phase 2 obesity data coming soon!", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish SRRK and VERU as the last SMID-bio plays in obesity/muscle space with phase 2 data imminent, after KROS exit and BHVN SMA failure.", "resolved_tickers": ["VERU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Not surprised to see $SRRK as one of the few names pulling a red to green in today’s mess.  With $KROS announcing this morning that they’re out of the obesity/muscle race and $BHVN having already failed in SMA, who else is left in SMID bio?\n\n$SRRK and $VERU are basically all we’ve  got left?  Both with phase 2 obesity data coming soon!", "reply_text": null, "parent_text": null, "quoted_text": "$kros out of the obesity race….\n\n$srrk $regn $veru $bhvn $lly https://t.co/wbw9mjnWar", "parent_author": null, "ret_m1d": 0.02631582744894323, "ret_signed_m1d": 0.02631582744894323, "alpha_spy_m1d": 0.02786379837053854, "alpha_c_m1d": 0.03918177002540957, "bench_spy_m1d": -0.0015479709215953097, "bench_c_m1d": -0.012865942576466338, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026315764707210976, "ret_signed_p1d": -0.026315764707210976, "alpha_spy_p1d": -0.027691928688553302, "alpha_c_p1d": -0.015994685403033282, "bench_spy_p1d": 0.0013761639813423265, "bench_c_p1d": -0.010321079304177694, "ret_p1w": 0.4342104941193743, "ret_signed_p1w": 0.4342104941193743, "alpha_spy_p1w": 0.3969549759826372, "alpha_c_p1w": 0.4268584954428354, "bench_spy_p1w": 0.03725551813673711, "bench_c_p1w": 0.007351998676538907, "ret_p1m": -0.27631578039264404, "ret_signed_p1m": -0.27631578039264404, "alpha_spy_p1m": -0.31410455139428073, "alpha_c_p1m": -0.30713717166024723, "bench_spy_p1m": 0.03778877100163669, "bench_c_p1m": 0.030821391267603193, "ret_p3m": -0.27631578039264404, "ret_signed_p3m": -0.27631578039264404, "alpha_spy_p3m": -0.20640028612949024, "alpha_c_p3m": -0.2594629220945768, "bench_spy_p3m": -0.0699154942631538, "bench_c_p3m": -0.016852858298067264, "ret_p6m": -0.21052630588288435, "ret_signed_p6m": -0.21052630588288435, "alpha_spy_p6m": -0.29060798732291904, "alpha_c_p6m": -0.16777756258133592, "bench_spy_p6m": 0.08008168144003469, "bench_c_p6m": -0.04274874330154843, "ret_p1y": -0.6921052705878368, "ret_signed_p1y": -0.6921052705878368, "alpha_spy_p1y": -0.8934796620426357, "alpha_c_p1y": -0.8276672384493768, "bench_spy_p1y": 0.20137439145479896, "bench_c_p1y": 0.13556196786154007, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.27631578039264404, "alpha_spy_stated": -0.31410455139428073, "alpha_c_stated": -0.30713717166024723, "price_path": [0.0921, 0.1447, 0.2237, 0.1974, 0.1974, 0.1316, 0.1053, 0.1447, 0.2105, 0.1447, 0.1053, 0.0921, 0.1053, 0.0526, 0.0132, 0.0, 0.0, -0.0395, -0.0263, -0.0263, -0.0395, -0.0395, -0.0526, -0.1316, -0.1842, -0.1711, -0.2368, -0.2237, -0.1711, -0.1711, -0.1711, -0.1053, -0.0921, -0.0263, -0.0395, -0.0658, -0.0921, -0.0658, -0.0395, -0.0526, -0.0658, -0.0789, -0.0526, -0.0395, -0.0263, -0.0526, 0.0395, -0.0658, -0.1184, -0.1711, -0.1447, -0.1447, -0.1711, -0.1053, -0.1053, -0.1579, -0.1447, -0.1447, -0.0263, -0.0132, -0.0263, -0.0395, 0.0263, 0.0, -0.0263, -0.0263, 0.1053, 0.2895, 0.4342, 0.3684, 0.6842, 0.5921, -0.1579, -0.3158, -0.1974, -0.2368, -0.2632, -0.2105, -0.2632, -0.2368, -0.2368, -0.2632, -0.25, -0.3026, -0.2763, -0.3026, -0.2895, -0.2763, -0.2105, -0.2237, -0.25, -0.25, -0.3158, -0.3026, -0.3158, -0.3158, -0.3421, -0.3158, -0.3158, -0.3026, -0.3289, -0.3421, -0.3553, -0.3553, -0.4079, -0.3684, -0.3421, -0.3684, -0.3158, -0.3421, -0.3158, -0.3026, -0.3158, -0.3026, -0.2763, -0.3289, -0.3553, -0.1579, -0.1711, -0.2368, -0.25, -0.25, -0.3289, -0.2895, -0.3158, -0.2895, -0.2763, -0.3026, -0.3026, -0.3026, -0.3158, -0.2895, -0.2763, -0.2763, -0.2895, -0.3158, -0.2763, -0.2895, -0.3158, -0.3289, -0.3289, -0.3421, -0.3421, -0.3158, -0.3421, -0.3158, -0.3158, -0.3421, -0.3289, -0.3158, -0.3158, -0.3289, -0.3553, -0.3553, -0.3421, -0.3289, -0.3026, -0.3289, -0.3289, -0.2368, -0.1842, -0.1447, -0.2105, -0.1842, -0.1447, -0.1184, -0.1184, -0.1447, -0.1974, -0.2105, -0.2368, -0.2105, -0.1842, -0.1842, -0.1184, -0.0789, -0.1316, -0.2368, -0.2368, -0.2237, -0.2368, -0.1974, -0.2368, -0.2368, -0.2763, -0.2368, -0.2105, -0.2105, -0.2368, -0.2105]}
{"unit_id": "quote:1865128115074105560", "ticker_idx": 0, "ts": "2024-12-06T20:16:09+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Could $SRRK be the best biotech story for 2024? I think the upside here will ultimately be crystalized with a buyout in the relatively near term.", "tweet_type": "analysis", "timeline": "months", "summary": "Strongly bullish SRRK: clean SMA win, competitor failures, obesity optionality, and likely buyout; BHVN had complete SMA failure.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Could $SRRK be the best biotech story for 2024? I first tweeted about $SRRK almost exactly a year ago.  I was bullish at the time, but even I am amazed by how it seems that *everything* has gone right for them (in spite of significant market skepticism).\n\n- They got a *clean* hit in SMA, where they were generally given a very low probability of success.  This could be a multi-billion dollar market opportunity with a significant moat.\n\n- Their biggest competitive threat, $BHVN, had a *clean* (i.e. complete) failure in SMA despite having been thought more likely to work with a broader MOA.  The fact $BHVN didn't even work in a non-amb subgroup analysis where $SRRK did had to have been a very low probability outcome.\n\n- Their other myostatin competitor, $RHHBY, has recently delayed their data.  Their website currently doesn't even have the drug being *filed* until \"2027+\".  $SRRK will be fully entrenched in this small, tight knit SMA market by then, beating Roche to market by years.\n\n-$RHHBY also chose not to study their drug in Spinraza combo, so even if Roche does hit someday, the Spinraza market is likely $SRRK's in perpetuity.\n\n-On top of everything going right for $SRRK in SMA and everything going wrong for its competitors in SMA...Their mechanism of action is all of a sudden a major target of interest in the largest TAM of all time...Obesity!\n\n-They stumbled upon a massive obesity opportunity, opened a phase 2 trial, had it enrolled ahead of schedule, and will have data presented <6 months from now.  What are the odds that this MOA increases muscle in SMA patients but *not* in obese patients?  Very low if you ask me.\n\nThe stock is up >500% from where it was in October.  Personally, given how large and secure the SMA opportunity is now, plus the legitimate obesity shots on goal, I think the upside here will ultimately be crystalized with a buyout in the relatively near term.\n\n$SRRK is probably my vote for best biotech story of 2024!", "reply_text": null, "parent_text": null, "quoted_text": "With all the GLP-1 craze that $LLY &amp; $NVO have brought to the market this year, there has been increasing interest in the potential problem of GLP-1 induced muscle loss. With ~1/3 of weight lost on GLP-1s being lean muscle, biotechs like $SRRK studying potential solutions have https://t.co/Jhms6DopPE", "parent_author": null, "ret_m1d": -0.03968799119477906, "ret_signed_m1d": -0.03968799119477906, "alpha_spy_m1d": -0.037795883261719676, "alpha_c_m1d": -0.04537145304590651, "bench_spy_m1d": -0.0018921079330593837, "bench_c_m1d": 0.005683461851127447, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.043358554325130694, "ret_signed_p1d": 0.043358554325130694, "alpha_spy_p1d": 0.04850812544186689, "alpha_c_p1d": 0.04044778558801365, "bench_spy_p1d": -0.005149571116736196, "bench_c_p1d": 0.002910768737117042, "ret_p1w": -0.03693509072529744, "ret_signed_p1w": -0.03693509072529744, "alpha_spy_p1w": -0.031012402441957798, "alpha_c_p1w": -0.014132205509234552, "bench_spy_p1w": -0.005922688283339639, "bench_c_p1w": -0.022802885216062885, "ret_p1m": -0.06285849205954008, "ret_signed_p1m": -0.06285849205954008, "alpha_spy_p1m": -0.03598170504594089, "alpha_c_p1m": -0.04058098893139994, "bench_spy_p1m": -0.02687678701359919, "bench_c_p1m": -0.02227750312814014, "ret_p3m": -0.1789401057526142, "ret_signed_p3m": -0.1789401057526142, "alpha_spy_p3m": -0.10151627480538172, "alpha_c_p3m": -0.1856957161331657, "bench_spy_p3m": -0.07742383094723249, "bench_c_p3m": 0.006755610380551502, "ret_p6m": -0.2427162604730242, "ret_signed_p6m": -0.2427162604730242, "alpha_spy_p6m": -0.23842076656552358, "alpha_c_p6m": -0.19151169720394057, "bench_spy_p6m": -0.004295493907500614, "bench_c_p6m": -0.051204563269083625, "ret_p1y": 0.03349389950359938, "ret_signed_p1y": 0.03349389950359938, "alpha_spy_p1y": -0.11148442575080986, "alpha_c_p1y": -0.03981828611519478, "bench_spy_p1y": 0.14497832525440923, "bench_c_p1y": 0.07331218561879416, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06285849205954008, "alpha_spy_stated": -0.03598170504594089, "alpha_c_stated": -0.04058098893139994, "price_path": [-0.8052, -0.7938, -0.8006, -0.8105, -0.8034, -0.8142, -0.811, -0.8103, -0.8048, -0.7846, -0.8011, -0.8018, -0.8025, -0.8016, -0.7997, -0.8162, -0.8291, -0.8314, -0.8378, -0.8298, -0.2136, -0.3235, -0.3629, -0.4003, -0.3918, -0.3457, -0.3453, -0.3347, -0.329, -0.2992, -0.3127, -0.3324, -0.3588, -0.3345, -0.3138, -0.3019, -0.2904, -0.3122, -0.3476, -0.348, -0.3652, -0.3432, -0.3203, -0.3359, -0.3329, -0.3542, -0.3884, -0.3719, -0.3691, -0.3923, -0.3948, -0.3609, -0.3609, -0.3882, -0.3136, -0.1347, -0.1498, -0.1248, -0.0847, -0.1292, -0.0966, -0.0876, -0.0397, 0.0, 0.0434, 0.0213, -0.0323, -0.0445, -0.0369, -0.0165, 0.0014, -0.0537, -0.0344, 0.0273, 0.0085, 0.0452, 0.0491, 0.02, -0.0156, -0.0085, 0.0131, 0.0362, -0.0167, -0.0713, -0.0629, -0.0711, -0.0227, -0.0473, 0.0167, 0.0071, -0.0106, 0.0296, 0.072, 0.0415, 0.0037, -0.0241, -0.0287, -0.0236, -0.0732, -0.0736, -0.0812, -0.0818, -0.039, -0.0658, -0.0835, -0.125, -0.1505, -0.1468, -0.1367, -0.1496, -0.1523, -0.128, -0.1019, -0.1351, -0.1475, -0.1661, -0.1507, -0.175, -0.1094, -0.1688, -0.1491, -0.1709, -0.1711, -0.1741, -0.1936, -0.2085, -0.1789, -0.2074, -0.2062, -0.2035, -0.2228, -0.2207, -0.2283, -0.2418, -0.2244, -0.2365, -0.2622, -0.2347, -0.2466, -0.2624, -0.3104, -0.2535, -0.2957, -0.3829, -0.4026, -0.4386, -0.3792, -0.3964, -0.3577, -0.3363, -0.3067, -0.3173, -0.2946, -0.3161, -0.2741, -0.254, -0.2113, -0.2473, -0.2735, -0.2482, -0.245, -0.2485, -0.245, -0.2528, -0.3276, -0.3187, -0.2891, -0.2964, -0.2553, -0.2797, -0.2994, -0.2927, -0.2992, -0.3081, -0.2764, -0.2953, -0.3012, -0.3118, -0.301, -0.3379, -0.3154, -0.3345, -0.3173, -0.2902, -0.293, -0.2143, -0.2147, -0.2184, -0.2104, -0.2427]}
{"unit_id": "reply:1861455124519915776", "ticker_idx": 0, "ts": "2024-11-26T17:01:00+00:00", "symbol": "AMGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the business overall isn't expensive", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Concedes AMGN is not expensive at current valuation despite skepticism on tolerability/efficacy of its GLP-1.", "resolved_tickers": ["AMGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Sanctuary_Bio &lt;50 and &lt;20 is not the same range as LLY and reducing those AEs is also going to mean even less weight loss.\n\nBut yeah, the business overall isn’t expensive.", "reply_text": null, "parent_text": "$AMGN have to say I  agree here. Taking share from LLY NVO is tough but this is trading at 4.4x ttm sales, 13x forward p/e. It's not exactly expensive. \n\nTolerability was my #1 concern,  if DE gets that to same range as tirzepatide, great.", "quoted_text": null, "parent_author": "Sanctuary_Bio", "ret_m1d": 0.04996237511604007, "ret_signed_m1d": 0.04996237511604007, "alpha_spy_m1d": 0.0551567382950372, "alpha_c_m1d": 0.0551567382950372, "bench_spy_m1d": -0.00519436317899713, "bench_c_m1d": -0.00519436317899713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00021418383343618785, "ret_signed_p1d": 0.00021418383343618785, "alpha_spy_p1d": 0.0032442722306315064, "alpha_c_p1d": 0.0032442722306315064, "bench_spy_p1d": -0.0030300883971953185, "bench_c_p1d": -0.0030300883971953185, "ret_p1w": -0.006249920794224706, "ret_signed_p1w": -0.006249920794224706, "alpha_spy_p1w": -0.017920619593648435, "alpha_c_p1w": -0.017920619593648435, "bench_spy_p1w": 0.011670698799423729, "bench_c_p1w": 0.011670698799423729, "ret_p1m": -0.061997885334241554, "ret_signed_p1m": -0.061997885334241554, "alpha_spy_p1m": -0.055942167754782224, "alpha_c_p1m": -0.055942167754782224, "bench_spy_p1m": -0.00605571757945933, "bench_c_p1m": -0.00605571757945933, "ret_p3m": 0.11885558700698762, "ret_signed_p3m": 0.11885558700698762, "alpha_spy_p3m": 0.1436873994196376, "alpha_c_p3m": 0.1436873994196376, "bench_spy_p3m": -0.02483181241264998, "bench_c_p3m": -0.02483181241264998, "ret_p6m": 0.047714244058367994, "ret_signed_p6m": 0.047714244058367994, "alpha_spy_p6m": 0.054633597497091624, "alpha_c_p6m": 0.054633597497091624, "bench_spy_p6m": -0.00691935343872363, "bench_c_p6m": -0.00691935343872363, "ret_p1y": 0.24451048319119306, "ret_signed_p1y": 0.24451048319119306, "alpha_spy_p1y": 0.09818497481217259, "alpha_c_p1y": 0.09818497481217259, "bench_spy_p1y": 0.14632550837902047, "bench_c_p1y": 0.14632550837902047, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.061997885334241554, "alpha_spy_stated": -0.055942167754782224, "alpha_c_stated": -0.055942167754782224, "price_path": [0.1674, 0.1728, 0.1827, 0.171, 0.1714, 0.1492, 0.1357, 0.1547, 0.1654, 0.1691, 0.1694, 0.1779, 0.1878, 0.1791, 0.1795, 0.1903, 0.1953, 0.1891, 0.1724, 0.1085, 0.1306, 0.1432, 0.1416, 0.1349, 0.1328, 0.1248, 0.1325, 0.1247, 0.1255, 0.1423, 0.1373, 0.1633, 0.1501, 0.1518, 0.1395, 0.1385, 0.1396, 0.1222, 0.1325, 0.1157, 0.1185, 0.1231, 0.1237, 0.1196, 0.1179, 0.1343, 0.131, 0.1228, 0.1312, 0.1401, 0.1405, 0.1525, 0.1402, 0.0588, 0.068, 0.0485, 0.0048, -0.0045, -0.0002, 0.0281, 0.0353, 0.0519, 0.05, 0.0, 0.0002, 0.0102, -0.0068, -0.006, -0.0062, -0.0203, -0.0265, -0.0085, -0.0152, -0.0236, -0.0212, -0.0335, -0.0482, -0.0502, -0.0758, -0.0672, -0.0594, -0.0572, -0.0554, -0.0601, -0.062, -0.074, -0.0692, -0.074, -0.0671, -0.0765, -0.0641, -0.0564, -0.0635, -0.0351, -0.0461, -0.0395, -0.0378, -0.0282, -0.0186, -0.0235, -0.0076, -0.0164, 0.0105, 0.001, 0.006, 0.0143, 0.0193, 0.0316, 0.0322, 0.0993, 0.0635, 0.0483, 0.0528, 0.0595, 0.0537, 0.0606, 0.0482, 0.0541, 0.0594, 0.0726, 0.0909, 0.115, 0.1363, 0.103, 0.101, 0.1091, 0.1189, 0.1239, 0.1397, 0.1442, 0.1695, 0.1785, 0.1481, 0.125, 0.1256, 0.1294, 0.1419, 0.1472, 0.1367, 0.1342, 0.1378, 0.1318, 0.1047, 0.1006, 0.1008, 0.1051, 0.1216, 0.105, 0.1006, 0.1155, 0.0598, 0.0429, 0.009, 0.048, 0.0131, 0.0296, 0.0582, 0.0631, 0.0175, -0.0017, -0.0147, 0.0023, 0.0005, 0.0075, 0.0111, 0.0192, 0.0389, 0.0474, 0.0217, 0.0124, 0.0083, -0.0264, -0.0069, -0.0206, -0.0429, -0.0108, -0.0263, -0.0558, -0.0219, -0.0106, 0.0019, -0.0012, -0.0145, -0.0125, -0.0133, 0.015, 0.0111, 0.0298, 0.0467, 0.0477]}
{"unit_id": "thread:1828432734034723103", "ticker_idx": 0, "ts": "2024-08-27T14:01:49+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY Is literally *years* ahead of $VKTX on oral GLP-1", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LLY years ahead of VKTX on oral GLP-1 (Phase 3 vs Phase 1); bullish LLY, bearish VKTX on clinical stage gap.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$LLY $NVO $VKTX $RHHBY @Pharmdca \n\nThis is not a “joke”.  Rather, this is what we would call an objective and wholly irrefutable “fact”.\n\n$LLY has already fully enrolled the PHASE 3 study of its oral GLP-1 orforglipron. \n\nSource: https://t.co/DHEba1lQxW\n\n$VKTX is still in phase 1 dose escalation of its oral GLP-1. \n\nSource: https://t.co/hcyiM80tac\n\n$LLY Is literally *years* ahead of $VKTX on oral GLP-1.  Even Cramer knows that.  If this is a surprise to you, you need to stop accepting the lies from $VKTX permabulls at face value.  People are lying to you.\n\n---\n\nWhoops, this is supposed to be the first source (I accidentally double-posted the reference tweet link instead!): https://t.co/LrU3px7D93", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004138342389073291, "ret_signed_m1d": -0.004138342389073291, "alpha_spy_m1d": -0.002767265556922749, "alpha_c_m1d": -0.002767265556922749, "bench_spy_m1d": -0.0013710768321505418, "bench_c_m1d": -0.0013710768321505418, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005804194518279404, "ret_signed_p1d": -0.005804194518279404, "alpha_spy_p1d": 1.102558010224186e-06, "alpha_c_p1d": 1.102558010224186e-06, "bench_spy_p1d": -0.005805297076289628, "bench_c_p1d": -0.005805297076289628, "ret_p1w": -0.008559700933959746, "ret_signed_p1w": -0.008559700933959746, "alpha_spy_p1w": 0.010333967011992962, "alpha_c_p1w": 0.010333967011992962, "bench_spy_p1w": -0.018893667945952708, "bench_c_p1w": -0.018893667945952708, "ret_p1m": -0.047313619195837875, "ret_signed_p1m": -0.047313619195837875, "alpha_spy_p1m": -0.06956482877644166, "alpha_c_p1m": -0.06956482877644166, "bench_spy_p1m": 0.02225120958060378, "bench_c_p1m": 0.02225120958060378, "ret_p3m": -0.2076833544543285, "ret_signed_p3m": -0.2076833544543285, "alpha_spy_p3m": -0.27500085704060473, "alpha_c_p3m": -0.27500085704060473, "bench_spy_p3m": 0.06731750258627622, "bench_c_p3m": 0.06731750258627622, "ret_p6m": -0.032201747849763596, "ret_signed_p6m": -0.032201747849763596, "alpha_spy_p6m": -0.09710743249474896, "alpha_c_p6m": -0.09710743249474896, "bench_spy_p6m": 0.06490568464498536, "bench_c_p6m": 0.06490568464498536, "ret_p1y": -0.22661299784231748, "ret_signed_p1y": -0.22661299784231748, "alpha_spy_p1y": -0.3895950137380413, "alpha_c_p1y": -0.3895950137380413, "bench_spy_p1y": 0.1629820158957238, "bench_c_p1y": 0.1629820158957238, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.047313619195837875, "alpha_spy_stated": -0.06956482877644166, "alpha_c_stated": -0.06956482877644166, "price_path": [-0.1548, -0.151, -0.1473, -0.1417, -0.1303, -0.1289, -0.1298, -0.124, -0.1107, -0.095, -0.0942, -0.0926, -0.0758, -0.0809, -0.0741, -0.0673, -0.0731, -0.0753, -0.0687, -0.0536, -0.0571, -0.0489, -0.0528, -0.0434, -0.0514, -0.0604, -0.0432, -0.0396, -0.0244, -0.0168, -0.0227, -0.0078, -0.0056, -0.0149, -0.0525, -0.1119, -0.1029, -0.094, -0.0811, -0.1004, -0.1408, -0.1582, -0.1549, -0.1733, -0.1585, -0.1291, -0.1584, -0.1889, -0.1702, -0.1922, -0.1156, -0.0671, -0.0747, -0.05, -0.0252, -0.024, -0.0339, -0.0342, -0.0047, -0.0026, -0.0003, -0.0018, -0.0041, 0.0, -0.0058, -0.015, 0.0058, 0.0021, -0.0086, -0.0437, -0.0542, -0.0484, -0.0558, -0.0352, -0.0204, -0.0322, -0.0324, -0.0506, -0.0519, -0.0413, -0.0346, -0.0377, -0.0315, -0.0313, -0.0473, -0.0803, -0.0718, -0.0733, -0.0664, -0.0722, -0.0705, -0.0588, -0.0427, -0.0364, -0.0459, -0.0235, -0.0262, -0.0431, -0.0399, -0.0391, -0.0383, -0.0507, -0.0475, -0.0537, -0.0662, -0.0647, -0.0617, -0.0533, -0.1128, -0.1307, -0.142, -0.1554, -0.1555, -0.1866, -0.1645, -0.1288, -0.1279, -0.1421, -0.1495, -0.1763, -0.2169, -0.2369, -0.2342, -0.2094, -0.213, -0.215, -0.2077, -0.1717, -0.1729, -0.1653, -0.1607, -0.1465, -0.1291, -0.1336, -0.1324, -0.1567, -0.1609, -0.1646, -0.179, -0.1719, -0.1825, -0.1829, -0.1975, -0.205, -0.1943, -0.1644, -0.165, -0.1666, -0.1781, -0.1879, -0.1898, -0.1835, -0.1794, -0.1971, -0.1885, -0.1739, -0.1606, -0.1631, -0.2183, -0.2164, -0.205, -0.2384, -0.221, -0.2088, -0.1955, -0.1758, -0.1519, -0.1552, -0.1562, -0.1361, -0.1488, -0.1495, -0.1331, -0.1162, -0.0866, -0.0783, -0.0882, -0.0922, -0.0839, -0.085, -0.1125, -0.0989, -0.0885, -0.0821, -0.0816, -0.0734, -0.052, -0.0381, -0.0485, -0.0322]}
{"unit_id": "reply:1884709268760191441", "ticker_idx": 0, "ts": "2025-01-29T21:04:40+00:00", "symbol": "Biohaven", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "SMA launch is going to be 🚀", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on SMA launch as the key catalyst; dismisses obesity optionality as already unpriced in the $40s.", "resolved_tickers": ["BHVN"], "resolution_method": "exchange_ticker", "resolution_reason": "Biohaven Ltd (BHVN) on NYSE; SMA pipeline context matches", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AaronRosenblum5 @Maximus_Holla @TheBiotechBear Personally don’t really think there’s any obesity value in the stock at all in the $40s.  SMA launch is going to be 🚀", "reply_text": null, "parent_text": "@A_May_MD @Maximus_Holla @TheBiotechBear Not sure how excited market will be by obesity results then.", "quoted_text": null, "parent_author": "AaronRosenblum5", "ret_m1d": -0.03256411430163264, "ret_signed_m1d": -0.03256411430163264, "alpha_spy_m1d": -0.02722568383035706, "alpha_c_m1d": -0.021161853700694233, "bench_spy_m1d": -0.005338430471275579, "bench_c_m1d": -0.011402260600938408, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019230769230769273, "ret_signed_p1d": -0.019230769230769273, "alpha_spy_p1d": -0.013908755543890927, "alpha_c_p1d": -0.016040929818999183, "bench_spy_p1d": -0.005322013686878346, "bench_c_p1d": -0.00318983941177009, "ret_p1w": -0.0030768956893529875, "ret_signed_p1w": -0.0030768956893529875, "alpha_spy_p1w": -0.00519240356874251, "alpha_c_p1w": -0.001583718580728366, "bench_spy_p1w": 0.002115507879389522, "bench_c_p1w": -0.0014931771086246215, "ret_p1m": -0.17794868273612785, "ret_signed_p1m": -0.17794868273612785, "alpha_spy_p1m": -0.1427939858376791, "alpha_c_p1m": -0.19315155578200072, "bench_spy_p1m": -0.035154696898448745, "bench_c_p1m": 0.015202873045872867, "ret_p3m": -0.42435895479642427, "ret_signed_p3m": -0.42435895479642427, "alpha_spy_p3m": -0.35016555502094426, "alpha_c_p3m": -0.3553258353853229, "bench_spy_p3m": -0.07419339977548, "bench_c_p3m": -0.06903311941110135, "ret_p6m": -0.6228205118423853, "ret_signed_p6m": -0.6228205118423853, "alpha_spy_p6m": -0.6565269405422898, "alpha_c_p6m": -0.5205112670433473, "bench_spy_p6m": 0.03370642869990448, "bench_c_p6m": -0.10230924479903802, "ret_p1y": -0.6987179487179487, "ret_signed_p1y": -0.6987179487179487, "alpha_spy_p1y": -0.8615771697641021, "alpha_c_p1y": -0.773975408280954, "bench_spy_p1y": 0.16285922104615347, "bench_c_p1y": 0.07525745956300534, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17794868273612785, "alpha_spy_stated": -0.1427939858376791, "alpha_c_stated": -0.19315155578200072, "price_path": [0.3269, 0.3064, 0.2938, 0.2759, 0.3046, 0.2831, 0.3182, 0.3779, 0.3613, 0.371, 0.3444, 0.2913, 0.2574, 0.2477, 0.1382, 0.1644, 0.1872, 0.2008, 0.1587, 0.169, 0.1597, 0.2123, 0.1892, 0.1797, 0.1472, 0.12, 0.181, 0.1151, 0.1487, 0.109, 0.0921, 0.0972, 0.0297, -0.0136, 0.0626, 0.0031, -0.0769, -0.0938, -0.0703, -0.0731, -0.0833, -0.0662, -0.06, -0.0826, -0.0423, -0.0441, -0.0092, -0.0033, 0.0131, 0.0044, -0.0585, -0.039, -0.0879, -0.0721, -0.0808, -0.0362, 0.0008, 0.04, 0.0438, 0.0085, 0.0238, -0.0162, -0.0326, 0.0, -0.0192, -0.0331, 0.0079, 0.0036, -0.0031, -0.0146, -0.0192, 0.0905, 0.08, 0.0715, 0.0623, 0.01, 0.0062, 0.0197, -0.0536, -0.089, -0.0659, -0.0467, -0.0631, -0.0467, -0.1779, -0.1956, -0.2059, -0.2205, -0.2344, -0.2915, -0.2459, -0.2459, -0.2764, -0.2526, -0.2395, -0.2603, -0.2628, -0.2774, -0.2682, -0.2041, -0.2341, -0.26, -0.2721, -0.291, -0.3836, -0.4205, -0.3928, -0.4731, -0.5233, -0.5408, -0.5759, -0.5213, -0.5608, -0.5482, -0.5254, -0.5241, -0.521, -0.4777, -0.4731, -0.4577, -0.4508, -0.4, -0.4913, -0.4426, -0.439, -0.4328, -0.4244, -0.4141, -0.42, -0.5085, -0.5123, -0.4808, -0.481, -0.4728, -0.4997, -0.4959, -0.5944, -0.5892, -0.5962, -0.5833, -0.5974, -0.6044, -0.599, -0.6067, -0.6138, -0.6221, -0.6203, -0.5979, -0.5954, -0.5844, -0.5846, -0.5633, -0.5623, -0.5695, -0.5977, -0.6003, -0.6036, -0.6108, -0.6267, -0.631, -0.6292, -0.6292, -0.6213, -0.6326, -0.6221, -0.6387, -0.6382, -0.6421, -0.6215, -0.6249, -0.6464, -0.6426, -0.6287, -0.6146, -0.6428, -0.6362, -0.66, -0.6574, -0.6126, -0.6397, -0.6459, -0.6556, -0.6477, -0.649, -0.6538, -0.6654, -0.671, -0.6, -0.6128, -0.6228]}
{"unit_id": "thread:1838812231749836956", "ticker_idx": 0, "ts": "2024-09-25T05:26:14+00:00", "symbol": "AMGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the $AMGN vs $ARGX a lot more favorable for $AMGN than people may initially think", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AMGN's trial design and steroid-tapering label claim give it a competitive edge over ARGX that the market underappreciates.", "resolved_tickers": ["AMGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Of course it does affect the adjusted effect size.  It’s a forced downtitration design.  If a placebo patient is flaring badly but you’re forced to taper steroid, do you think they stay on trial for 24 weeks just for the fun of it?  No, they drop out of the trial.  \n\nSo the *worst* responding placebo patients get censured/not included in the analysis.  Only the placebo patients who **didn’t** flare badly with steroid withdrawal and could handle 24 weeks of reduced steroids get counted in the analysis against the drug.  \n\nThis absolutely shrinks relative effect size. \n\nThat is the point being made here:\n\nhttps://t.co/rBePj80gVJ\n\n---\n\nBesides the *fact* that this type of design can lead to reduced delta as explained above (making the $AMGN vs $ARGX a lot more favorable for $AMGN than people may initially think) , the other big thing here is that the $AMGN trial was prospectively designed to assess steroid tapering abilities.  \n\nThis means they can actually market this aspect of the drug.  They can put it on the label.  It’s an “official” benefit of the drug, versus just weaker post-hoc data on this for FcRns.  That’s a huge advantage in a competitive market.\n\nWhatever you think about comparing these drugs right now, one of them is going to have a label that says it reduces steroid burden, and the other won’t.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05772555089732956, "ret_signed_m1d": 0.05772555089732956, "alpha_spy_m1d": 0.05551510156605355, "alpha_c_m1d": 0.05551510156605355, "bench_spy_m1d": 0.00221044933127601, "bench_c_m1d": 0.00221044933127601, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019945099014281098, "ret_signed_p1d": 0.019945099014281098, "alpha_spy_p1d": 0.015980408071244456, "alpha_c_p1d": 0.015980408071244456, "bench_spy_p1d": 0.003964690943036642, "bench_c_p1d": 0.003964690943036642, "ret_p1w": 0.021958952289537592, "ret_signed_p1w": 0.021958952289537592, "alpha_spy_p1w": 0.024028769444761733, "alpha_c_p1w": 0.024028769444761733, "bench_spy_p1w": -0.0020698171552241407, "bench_c_p1w": -0.0020698171552241407, "ret_p1m": 0.009045653761230454, "ret_signed_p1m": 0.009045653761230454, "alpha_spy_p1m": -0.00709371873515896, "alpha_c_p1m": -0.00709371873515896, "bench_spy_p1m": 0.016139372496389415, "bench_c_p1m": 0.016139372496389415, "ret_p3m": -0.14784517596547697, "ret_signed_p3m": -0.14784517596547697, "alpha_spy_p3m": -0.20623364487008555, "alpha_c_p3m": -0.20623364487008555, "bench_spy_p3m": 0.05838846890460858, "bench_c_p3m": 0.05838846890460858, "ret_p6m": -0.0030544608673144236, "ret_signed_p6m": -0.0030544608673144236, "alpha_spy_p6m": 0.015948803394531086, "alpha_c_p6m": 0.015948803394531086, "bench_spy_p6m": -0.01900326426184551, "bench_c_p6m": -0.01900326426184551, "ret_p1y": -0.09502437543202003, "ret_signed_p1y": -0.09502437543202003, "alpha_spy_p1y": -0.27344836188325183, "alpha_c_p1y": -0.27344836188325183, "bench_spy_p1y": 0.1784239864512318, "bench_c_p1y": 0.1784239864512318, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.009045653761230454, "alpha_spy_stated": -0.00709371873515896, "alpha_c_stated": -0.00709371873515896, "price_path": [-0.007, -0.0043, -0.0082, -0.0128, -0.0135, -0.018, -0.0132, -0.0114, 0.0028, 0.0211, 0.0319, 0.0501, 0.048, 0.0575, 0.0655, 0.0506, 0.0516, 0.0664, 0.0578, 0.0653, 0.0611, 0.0629, 0.0555, 0.0579, 0.0553, 0.065, 0.0602, 0.0323, 0.0442, -0.0081, 0.0306, 0.0237, 0.0157, 0.0267, 0.0244, 0.0329, 0.0274, 0.0483, 0.0502, 0.0521, 0.0373, 0.0509, 0.0445, 0.045, 0.0532, 0.058, 0.067, 0.0564, 0.0568, 0.0368, 0.0246, 0.0417, 0.0514, 0.0547, 0.055, 0.0626, 0.0716, 0.0637, 0.0641, 0.0738, 0.0784, 0.0727, 0.0577, 0.0, 0.0199, 0.0314, 0.0299, 0.0238, 0.022, 0.0148, 0.0217, 0.0147, 0.0154, 0.0305, 0.0261, 0.0495, 0.0376, 0.0391, 0.028, 0.0271, 0.0281, 0.0124, 0.0217, 0.0065, 0.009, 0.0132, 0.0138, 0.01, 0.0086, 0.0233, 0.0203, 0.0129, 0.0206, 0.0285, 0.0289, 0.0397, 0.0286, -0.0448, -0.0365, -0.0541, -0.0935, -0.1019, -0.098, -0.0725, -0.066, -0.0511, -0.0528, -0.0978, -0.0976, -0.0886, -0.104, -0.1033, -0.1035, -0.1161, -0.1218, -0.1055, -0.1116, -0.1191, -0.117, -0.1281, -0.1414, -0.1431, -0.1662, -0.1585, -0.1514, -0.1494, -0.1478, -0.1521, -0.1538, -0.1646, -0.1602, -0.1646, -0.1584, -0.1669, -0.1557, -0.1487, -0.1551, -0.1295, -0.1394, -0.1335, -0.1319, -0.1233, -0.1146, -0.119, -0.1047, -0.1126, -0.0884, -0.0969, -0.0925, -0.0849, -0.0804, -0.0693, -0.0688, -0.0083, -0.0406, -0.0542, -0.0502, -0.0442, -0.0494, -0.0432, -0.0543, -0.049, -0.0442, -0.0324, -0.0159, 0.0059, 0.0251, -0.0049, -0.0067, 0.0006, 0.0094, 0.014, 0.0282, 0.0323, 0.0551, 0.0632, 0.0357, 0.015, 0.0154, 0.0189, 0.0301, 0.0349, 0.0255, 0.0232, 0.0265, 0.0211, -0.0033, -0.0071, -0.0069, -0.0031]}
{"unit_id": "reply:1901972875663306831", "ticker_idx": 0, "ts": "2025-03-18T12:24:05+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The GLP-1 hose is about to dry up and expose slowing to eventually negative growth in the rest of the business. Good luck to longs that are still up 35% YTD for no reason", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish HIMS: GLP-1 revenue loss will expose underlying business deterioration; calls YTD gains unwarranted.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Incredible how many $HIMS bulls have continued to say that GLP-1 revenue was only 5-10% of their business (based on literally nothing - just some BS some twitter pumpers made up and everyone believed them). \n\nThe GLP-1 hose is about to dry up and expose slowing to eventually negative growth in the rest of the business.  Good luck to longs that are still up 35% YTD for no reason while the rest of the market has dipped.", "reply_text": null, "parent_text": "HIMS &amp; HERS $HIMS maintained at 'Underperform' at Bank of America, with a $22 price-target (from $21):\n\n\"February observed sales per Bloomberg Second Measure (BSM) data suggests GLP-1 sales growth is accelerating, supporting near-term upside to Street estimates while core growth", "quoted_text": null, "parent_author": "stocktalkweekly", "ret_m1d": 0.10161952616226366, "ret_signed_m1d": -0.10161952616226366, "alpha_spy_m1d": -0.09069293837172743, "alpha_c_m1d": -0.09069293837172743, "bench_spy_m1d": 0.010926587790536235, "bench_c_m1d": 0.010926587790536235, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07589715193294855, "ret_signed_p1d": -0.07589715193294855, "alpha_spy_p1d": -0.06500630593792733, "alpha_c_p1d": -0.06500630593792733, "bench_spy_p1d": 0.010890845995021214, "bench_c_p1d": 0.010890845995021214, "ret_p1w": 0.1762464650602984, "ret_signed_p1w": -0.1762464650602984, "alpha_spy_p1w": -0.1474218688623623, "alpha_c_p1w": -0.1474218688623623, "bench_spy_p1w": 0.028824596197936092, "bench_c_p1w": 0.028824596197936092, "ret_p1m": -0.14417272280651727, "ret_signed_p1m": 0.14417272280651727, "alpha_spy_p1m": 0.0839631785077708, "alpha_c_p1m": 0.0839631785077708, "bench_spy_p1m": -0.060209544298746476, "bench_c_p1m": -0.060209544298746476, "ret_p3m": 0.881232204161533, "ret_signed_p3m": -0.881232204161533, "alpha_spy_p3m": -0.8129503255506296, "alpha_c_p3m": -0.8129503255506296, "bench_spy_p3m": 0.0682818786109034, "bench_c_p3m": 0.0682818786109034, "ret_p6m": 0.5989202553218449, "ret_signed_p6m": -0.5989202553218449, "alpha_spy_p6m": -0.41693465140888186, "alpha_c_p6m": -0.41693465140888186, "bench_spy_p6m": 0.18198560391296303, "bench_c_p6m": 0.18198560391296303, "ret_p1y": -0.23277230793850134, "ret_signed_p1y": 0.23277230793850134, "alpha_spy_p1y": 0.42265529948031055, "alpha_c_p1y": 0.42265529948031055, "bench_spy_p1y": 0.1898829915418092, "bench_c_p1y": 0.1898829915418092, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14417272280651727, "alpha_spy_stated": 0.0839631785077708, "alpha_c_stated": 0.0839631785077708, "price_path": [-0.0445, -0.0467, -0.0076, -0.0117, -0.0934, -0.1629, -0.168, -0.1235, -0.1061, -0.0953, -0.1566, -0.2007, -0.2321, -0.1997, -0.1543, -0.1458, -0.1213, -0.1829, -0.1931, -0.1775, -0.1677, -0.1153, -0.1127, -0.1156, -0.0534, -0.0562, -0.0191, -0.0197, -0.0311, 0.0016, 0.0117, 0.0784, 0.1839, 0.2363, 0.329, 0.3401, 0.2852, 0.3512, 0.4217, 0.3839, 0.4716, 0.8793, 0.9203, 0.8577, 1.1829, 1.1089, 0.5649, 0.6294, 0.2658, 0.3303, 0.3128, 0.4319, 0.2918, 0.2858, 0.2985, 0.0921, 0.1416, 0.0946, 0.1023, 0.0775, 0.0016, 0.0524, 0.1016, 0.0, 0.0759, 0.0438, 0.1035, 0.188, 0.1762, 0.0594, 0.0137, -0.0746, -0.0616, -0.014, -0.0086, -0.1111, -0.1747, -0.1181, -0.1712, -0.0635, -0.1486, -0.1353, -0.101, -0.0645, -0.1442, -0.1353, -0.1794, -0.195, -0.1518, -0.1064, -0.108, -0.0956, 0.1127, 0.0511, 0.1483, 0.2963, 0.3299, 0.571, 0.6624, 0.6323, 0.65, 0.7533, 1.0324, 0.9409, 0.8603, 1.053, 0.9797, 0.9438, 0.8419, 0.6996, 0.7412, 0.6945, 0.6939, 0.664, 0.7961, 0.8028, 0.738, 0.7024, 0.6758, 0.7888, 0.8057, 0.7545, 0.8279, 0.8149, 0.7618, 0.8984, 0.8812, 0.9393, 1.0394, 0.3331, 0.3639, 0.315, 0.4697, 0.5691, 0.583, 0.523, 0.5071, 0.5237, 0.5376, 0.5548, 0.6272, 0.5964, 0.5208, 0.6523, 0.6024, 0.6466, 0.5875, 0.5999, 0.5116, 0.5881, 0.8425, 0.8203, 0.8307, 0.8634, 0.9139, 1.081, 1.1016, 0.9863, 1.0117, 0.7631, 0.6237, 0.6211, 0.6494, 0.5872, 0.523, 0.5348, 0.4967, 0.4614, 0.4322, 0.3395, 0.3776, 0.396, 0.4154, 0.3652, 0.4401, 0.3976, 0.4011, 0.3449, 0.3188, 0.4119, 0.5278, 0.5373, 0.5764, 0.5176, 0.5173, 0.6437, 0.7625, 0.7136, 0.6161, 0.5989]}
{"unit_id": "thread:1884941865213923710", "ticker_idx": 0, "ts": "2025-01-30T12:28:55+00:00", "symbol": "TECX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tim Springer is the GOAT. $TECX now looking like a YES.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TECX after hitting a key target; author vouches Tim Springer's track record and expects oversubscribed offering.", "resolved_tickers": ["TECX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$TECX hits.  Tim Springer is the GOAT. \n\n\"Wouldn’t be the first (or 2nd) time that a Tim Springer company was able to hit a target that others didn’t think they could ($SRRK $MORF ¿$TECX?)\" ➡️ \n\n$TECX now looking like a YES. https://t.co/wyLs2TkvKY\n\n---\n\n$TECX\n\nNext step:  Oversubscribed offering.\n\nQuestion:  Tim participation Y/N?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.5309992844312426, "ret_signed_m1d": -0.5309992844312426, "alpha_spy_m1d": -0.525660853959967, "alpha_c_m1d": -0.5195970238303041, "bench_spy_m1d": -0.005338430471275579, "bench_c_m1d": -0.011402260600938408, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012764419419980966, "ret_signed_p1d": -0.012764419419980966, "alpha_spy_p1d": -0.0074424057331026194, "alpha_c_p1d": -0.009574580008210876, "bench_spy_p1d": -0.005322013686878346, "bench_c_p1d": -0.00318983941177009, "ret_p1w": -0.22319477834445622, "ret_signed_p1w": -0.22319477834445622, "alpha_spy_p1w": -0.22531028622384575, "alpha_c_p1w": -0.2217016012358316, "bench_spy_p1w": 0.002115507879389522, "bench_c_p1w": -0.0014931771086246215, "ret_p1m": -0.573121812868788, "ret_signed_p1m": -0.573121812868788, "alpha_spy_p1m": -0.5379671159703393, "alpha_c_p1m": -0.5883246859146609, "bench_spy_p1m": -0.035154696898448745, "bench_c_p1m": 0.015202873045872867, "ret_p3m": -0.6415025566610186, "ret_signed_p3m": -0.6415025566610186, "alpha_spy_p3m": -0.5673091568855386, "alpha_c_p3m": -0.5724694372499173, "bench_spy_p3m": -0.07419339977548, "bench_c_p3m": -0.06903311941110135, "ret_p6m": -0.621991256663808, "ret_signed_p6m": -0.621991256663808, "alpha_spy_p6m": -0.6556976853637124, "alpha_c_p6m": -0.5196820118647699, "bench_spy_p6m": 0.03370642869990448, "bench_c_p6m": -0.10230924479903802, "ret_p1y": -0.5893508315991324, "ret_signed_p1y": -0.5893508315991324, "alpha_spy_p1y": -0.7522100526452858, "alpha_c_p1y": -0.6646082911621377, "bench_spy_p1y": 0.16285922104615347, "bench_c_p1y": 0.07525745956300534, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.573121812868788, "alpha_spy_stated": -0.5379671159703393, "alpha_c_stated": -0.5883246859146609, "price_path": [-0.2805, -0.2527, -0.2513, -0.2518, -0.2546, -0.2365, -0.2155, -0.1822, -0.1734, -0.1984, -0.1599, -0.1293, -0.1477, -0.2112, -0.2624, -0.291, -0.2549, -0.1971, -0.1814, -0.1229, -0.124, -0.1276, -0.1036, -0.0923, -0.0822, -0.0573, -0.0649, -0.0653, -0.0615, -0.0954, -0.1163, -0.1112, -0.1546, -0.1734, -0.1882, -0.1333, -0.2123, -0.1966, -0.1349, -0.1327, -0.078, -0.0664, -0.1424, -0.1468, -0.1581, -0.1668, -0.1152, -0.1169, -0.1508, -0.2, -0.2677, -0.3102, -0.3071, -0.25, -0.2338, -0.2542, -0.2454, -0.2341, -0.2305, -0.1477, -0.2491, -0.5543, -0.531, 0.0, -0.0128, -0.0771, -0.1245, -0.1464, -0.2232, -0.3353, -0.366, -0.4189, -0.4238, -0.3724, -0.3514, -0.4241, -0.4258, -0.4376, -0.4613, -0.5027, -0.5148, -0.5126, -0.5337, -0.539, -0.5731, -0.5782, -0.5631, -0.5859, -0.5773, -0.6114, -0.5879, -0.5511, -0.5713, -0.5326, -0.5631, -0.6003, -0.6003, -0.5956, -0.6143, -0.6098, -0.6131, -0.6534, -0.6552, -0.6599, -0.6771, -0.6929, -0.6738, -0.696, -0.7152, -0.7168, -0.7325, -0.6929, -0.6958, -0.7053, -0.6741, -0.6729, -0.6798, -0.6896, -0.6732, -0.6446, -0.6437, -0.5919, -0.6154, -0.632, -0.6311, -0.6196, -0.6415, -0.6034, -0.61, -0.655, -0.6541, -0.6167, -0.6397, -0.6224, -0.6318, -0.6371, -0.6227, -0.6173, -0.5731, -0.5522, -0.5883, -0.5952, -0.6052, -0.607, -0.607, -0.5915, -0.6078, -0.5804, -0.5755, -0.5868, -0.5906, -0.5795, -0.5536, -0.5412, -0.5715, -0.5908, -0.6008, -0.607, -0.626, -0.6389, -0.6388, -0.6581, -0.6322, -0.6289, -0.634, -0.6389, -0.6377, -0.6324, -0.6154, -0.6109, -0.6211, -0.6242, -0.607, -0.6039, -0.5872, -0.5784, -0.609, -0.5884, -0.5755, -0.6005, -0.6003, -0.5948, -0.5821, -0.5937, -0.593, -0.5853, -0.5932, -0.5894, -0.5954, -0.622]}
{"unit_id": "quote:1861064353367081272", "ticker_idx": 1, "ts": "2024-11-25T15:08:13+00:00", "symbol": "TARS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $VRNA and $TARS as buyout targets", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on VRNA, TARS, and SRRK as buyout targets; long all three.", "resolved_tickers": ["TARS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Alright I swear I’m not going to make a habit out of this, but I’ve got to add $SRRK to the list.  I don’t think $SRRK is going to be around for much longer. \n\n$VRNA $TARS $SRRK", "reply_text": null, "parent_text": null, "quoted_text": "Just for fun and since I’m apparently “too negative” - I like $VRNA and $TARS as buyout targets.\n\nPosting this is almost certainly the kiss of death to ensure it never happens, and the fact that I’m long both makes me heavily biased, but I’m here for style points if it actually", "parent_author": null, "ret_m1d": -0.0016555880973233572, "ret_signed_m1d": -0.0016555880973233572, "alpha_spy_m1d": 0.001724945599391181, "alpha_c_m1d": 0.006804517919804076, "bench_spy_m1d": -0.0033805336967145383, "bench_c_m1d": -0.008460106017127433, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027731791412478612, "ret_signed_p1d": 0.027731791412478612, "alpha_spy_p1d": 0.022510305941611852, "alpha_c_p1d": 0.02236694859990629, "bench_spy_p1d": 0.00522148547086676, "bench_c_p1d": 0.0053648428125723235, "ret_p1w": 0.04304639578210678, "ret_signed_p1w": 0.04304639578210678, "alpha_spy_p1w": 0.03236929246864384, "alpha_c_p1w": 0.0332109044863631, "bench_spy_p1w": 0.010677103313462943, "bench_c_p1w": 0.009835491295743681, "ret_p1m": 0.12479302188287833, "ret_signed_p1m": 0.12479302188287833, "alpha_spy_p1m": 0.1150296185864279, "alpha_c_p1m": 0.1602696244442533, "bench_spy_p1m": 0.009763403296450424, "bench_c_p1m": -0.03547660256137497, "ret_p3m": -0.07947020233527058, "ret_signed_p3m": -0.07947020233527058, "alpha_spy_p3m": -0.07721050179119948, "alpha_c_p3m": -0.10845616700678484, "bench_spy_p3m": -0.002259700544071097, "bench_c_p3m": 0.028985964671514264, "ret_p6m": -0.11113408455712326, "ret_signed_p6m": -0.11113408455712326, "alpha_spy_p6m": -0.10380832657702477, "alpha_c_p6m": -0.031115056670561914, "bench_spy_p6m": -0.007325757980098491, "bench_c_p6m": -0.08001902788656134, "ret_p1y": 0.6548013160074078, "ret_signed_p1y": 0.6548013160074078, "alpha_spy_p1y": 0.4972053154803493, "alpha_c_p1y": 0.5511084905569201, "bench_spy_p1y": 0.15759600052705847, "bench_c_p1y": 0.10369282545048764, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12479302188287833, "alpha_spy_stated": 0.1150296185864279, "alpha_c_stated": 0.1602696244442533, "price_path": [-0.4414, -0.4499, -0.4288, -0.4389, -0.4584, -0.3992, -0.4348, -0.3669, -0.3533, -0.3493, -0.3419, -0.344, -0.3117, -0.3402, -0.3574, -0.3264, -0.2839, -0.2858, -0.3133, -0.3164, -0.3299, -0.3139, -0.3272, -0.3193, -0.3317, -0.3222, -0.3322, -0.2986, -0.3127, -0.2964, -0.2813, -0.2653, -0.261, -0.245, -0.2285, -0.2221, -0.2328, -0.2421, -0.2457, -0.2136, -0.1929, -0.1952, -0.1844, -0.179, -0.0921, -0.0743, -0.0793, -0.0211, -0.0437, -0.055, -0.0315, -0.0317, 0.0228, 0.0157, -0.0155, -0.0376, -0.0346, -0.0722, -0.0764, -0.0296, -0.036, -0.0397, -0.0017, 0.0, 0.0277, 0.0522, 0.0855, 0.0435, 0.043, 0.0687, 0.0414, 0.0718, 0.0484, 0.0482, 0.0791, 0.0571, 0.0865, 0.0706, 0.1022, 0.0906, 0.0762, 0.095, 0.126, 0.1184, 0.1248, 0.1382, 0.132, 0.1459, 0.1413, 0.1521, 0.1631, 0.1399, 0.1432, 0.0904, -0.0269, -0.0826, -0.0364, -0.029, -0.0373, -0.0327, -0.0043, 0.0166, 0.0095, 0.0648, 0.0567, 0.0983, 0.0708, 0.1126, 0.1204, 0.1279, 0.1784, 0.1035, 0.0958, 0.0712, 0.06, 0.083, 0.0809, 0.0393, 0.0524, 0.0255, 0.0083, -0.0099, -0.0575, -0.1455, -0.1192, -0.0987, -0.0795, -0.1159, -0.0791, -0.0782, -0.0983, -0.0383, -0.0772, -0.0242, -0.0252, -0.0383, -0.0048, -0.0172, -0.0445, 0.0255, 0.0329, 0.0341, 0.0836, 0.0623, 0.0557, 0.0482, 0.0708, 0.0631, 0.0124, 0.0656, 0.0255, -0.0269, -0.0172, -0.0764, -0.0507, -0.0869, -0.0391, 0.0083, 0.0166, 0.0221, 0.0192, 0.0039, 0.0232, 0.0348, 0.0341, 0.0348, 0.029, 0.0534, 0.0743, 0.041, -0.0199, -0.0066, -0.0387, -0.0201, -0.0244, -0.0737, -0.0853, -0.142, -0.1122, -0.0998, -0.0956, -0.0685, -0.0712, -0.1062, -0.1107, -0.1105, -0.1333, -0.1298, -0.101, -0.1111]}
{"unit_id": "quote:1861064353367081272", "ticker_idx": 2, "ts": "2024-11-25T15:08:13+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've got to add $SRRK to the list. I don't think $SRRK is going to be around for much longer.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on VRNA, TARS, and SRRK as buyout targets; long all three.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Alright I swear I’m not going to make a habit out of this, but I’ve got to add $SRRK to the list.  I don’t think $SRRK is going to be around for much longer. \n\n$VRNA $TARS $SRRK", "reply_text": null, "parent_text": null, "quoted_text": "Just for fun and since I’m apparently “too negative” - I like $VRNA and $TARS as buyout targets.\n\nPosting this is almost certainly the kiss of death to ensure it never happens, and the fact that I’m long both makes me heavily biased, but I’m here for style points if it actually", "parent_author": null, "ret_m1d": -0.20678687412470298, "ret_signed_m1d": -0.20678687412470298, "alpha_spy_m1d": -0.20340634042798844, "alpha_c_m1d": -0.19832676810757555, "bench_spy_m1d": -0.0033805336967145383, "bench_c_m1d": -0.008460106017127433, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01749734427500127, "ret_signed_p1d": -0.01749734427500127, "alpha_spy_p1d": -0.02271882974586803, "alpha_c_p1d": -0.022862187087573593, "bench_spy_p1d": 0.00522148547086676, "bench_c_p1d": 0.0053648428125723235, "ret_p1w": 0.044008478093606085, "ret_signed_p1w": 0.044008478093606085, "alpha_spy_p1w": 0.03333137478014314, "alpha_c_p1w": 0.034172986797862404, "bench_spy_p1w": 0.010677103313462943, "bench_c_p1w": 0.009835491295743681, "ret_p1m": 0.21235413738896725, "ret_signed_p1m": 0.21235413738896725, "alpha_spy_p1m": 0.20259073409251682, "alpha_c_p1m": 0.24783073995034222, "bench_spy_p1m": 0.009763403296450424, "bench_c_p1m": -0.03547660256137497, "ret_p3m": 0.02916220674768555, "ret_signed_p3m": 0.02916220674768555, "alpha_spy_p3m": 0.031421907291756646, "alpha_c_p3m": 0.00017624207617128462, "bench_spy_p3m": -0.002259700544071097, "bench_c_p3m": 0.028985964671514264, "ret_p6m": -0.23091200185435545, "ret_signed_p6m": -0.23091200185435545, "alpha_spy_p6m": -0.22358624387425696, "alpha_c_p6m": -0.1508929739677941, "bench_spy_p6m": -0.007325757980098491, "bench_c_p6m": -0.08001902788656134, "ret_p1y": 0.16808059245523288, "ret_signed_p1y": 0.16808059245523288, "alpha_spy_p1y": 0.010484591928174414, "alpha_c_p1y": 0.06438776700474524, "bench_spy_p1y": 0.15759600052705847, "bench_c_p1y": 0.10369282545048764, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21235413738896725, "alpha_spy_stated": 0.20259073409251682, "alpha_c_stated": 0.24783073995034222, "price_path": [-0.7598, -0.7603, -0.7529, -0.7534, -0.7587, -0.7672, -0.7723, -0.7871, -0.7749, -0.7617, -0.7696, -0.781, -0.7728, -0.7853, -0.7815, -0.7808, -0.7744, -0.7511, -0.7701, -0.7709, -0.7717, -0.7707, -0.7686, -0.7876, -0.8025, -0.8051, -0.8126, -0.8033, -0.0912, -0.2182, -0.2638, -0.307, -0.2972, -0.2439, -0.2434, -0.2312, -0.2245, -0.1901, -0.2057, -0.2285, -0.259, -0.2309, -0.2071, -0.1933, -0.18, -0.2052, -0.246, -0.2466, -0.2664, -0.241, -0.2145, -0.2325, -0.2291, -0.2537, -0.2932, -0.2741, -0.2709, -0.2977, -0.3006, -0.2614, -0.2614, -0.2929, -0.2068, 0.0, -0.0175, 0.0114, 0.0578, 0.0064, 0.044, 0.0543, 0.1098, 0.1556, 0.2057, 0.1803, 0.1182, 0.1042, 0.1129, 0.1365, 0.1572, 0.0936, 0.1159, 0.1872, 0.1654, 0.2078, 0.2124, 0.1787, 0.1376, 0.1458, 0.1707, 0.1975, 0.1363, 0.0732, 0.083, 0.0734, 0.1294, 0.101, 0.175, 0.1638, 0.1434, 0.1898, 0.2389, 0.2036, 0.1599, 0.1278, 0.1225, 0.1283, 0.071, 0.0705, 0.0618, 0.0611, 0.1106, 0.0795, 0.0591, 0.0111, -0.0183, -0.0141, -0.0024, -0.0172, -0.0204, 0.0077, 0.0379, -0.0005, -0.0148, -0.0363, -0.0186, -0.0467, 0.0292, -0.0395, -0.0167, -0.0419, -0.0422, -0.0456, -0.0681, -0.0854, -0.0512, -0.084, -0.0827, -0.0795, -0.1018, -0.0994, -0.1082, -0.1238, -0.1037, -0.1177, -0.1474, -0.1156, -0.1294, -0.1477, -0.2031, -0.1373, -0.1861, -0.2869, -0.3097, -0.3513, -0.2826, -0.3025, -0.2577, -0.233, -0.1988, -0.211, -0.1848, -0.2097, -0.1612, -0.1379, -0.0885, -0.1302, -0.1604, -0.1312, -0.1275, -0.1315, -0.1275, -0.1365, -0.223, -0.2126, -0.1784, -0.1869, -0.1394, -0.1676, -0.1903, -0.1827, -0.1901, -0.2004, -0.1638, -0.1856, -0.1925, -0.2047, -0.1922, -0.2349, -0.2089, -0.2309]}
{"unit_id": "reply:1884378036499317070", "ticker_idx": 0, "ts": "2025-01-28T23:08:28+00:00", "symbol": "JANX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "That many PSA99s will translate to real/durable responses, especially with IO being the modality, IMO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Janux; believes PSA99 responses will prove durable, comparing to AMAM/PNT/ECYT which were all acquired despite similar skepticism.", "resolved_tickers": ["JANX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JackSha90859576 This is exactly what everyone said about $AMAM $PNT and $ECYT all got bought out.  That many PSA99s will translate to real/durable responses, especially with IO being the modality, IMO.", "reply_text": null, "parent_text": "@A_May_MD Janux recent update data was highly curated and caveat-laden. PSA response rates look stellar, but Recist ORR is less impressive and would look downright mediocre if you discount the unconfirmed ones.", "quoted_text": null, "parent_author": "JackSha90859576", "ret_m1d": -0.014819978317873739, "ret_signed_m1d": -0.014819978317873739, "alpha_spy_m1d": -0.019323029350801546, "alpha_c_m1d": -0.020724246139854907, "bench_spy_m1d": 0.004503051032927807, "bench_c_m1d": 0.005904267821981168, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05363450209404541, "ret_signed_p1d": 0.05363450209404541, "alpha_spy_p1d": 0.04826741982725502, "alpha_c_p1d": 0.042100730422799604, "bench_spy_p1d": 0.005367082266790391, "bench_c_p1d": 0.011533771671245807, "ret_p1w": 0.050341173578962506, "ret_signed_p1w": 0.050341173578962506, "alpha_spy_p1w": 0.04633677667503311, "alpha_c_p1w": 0.031186795829984737, "bench_spy_p1w": 0.004004396903929397, "bench_c_p1w": 0.01915437774897777, "ret_p1m": -0.22629967799861828, "ret_signed_p1m": -0.22629967799861828, "alpha_spy_p1m": -0.21362113372207214, "alpha_c_p1m": -0.2487491897172428, "bench_spy_p1m": -0.012678544276546133, "bench_c_p1m": 0.022449511718624526, "ret_p3m": -0.21900724361774027, "ret_signed_p3m": -0.21900724361774027, "alpha_spy_p3m": -0.1432326534394317, "alpha_c_p3m": -0.1871075424222226, "bench_spy_p3m": -0.07577459017830857, "bench_c_p3m": -0.03189970119551766, "ret_p6m": -0.4350740922639893, "ret_signed_p6m": -0.4350740922639893, "alpha_spy_p6m": -0.4916461659410136, "alpha_c_p6m": -0.3382712231586773, "bench_spy_p6m": 0.056572073677024326, "bench_c_p6m": -0.096802869105312, "ret_p1y": -0.6774876363332565, "ret_signed_p1y": -0.6774876363332565, "alpha_spy_p1y": -0.8408047034052284, "alpha_c_p1y": -0.7585101479264338, "bench_spy_p1y": 0.1633170670719719, "bench_c_p1y": 0.0810225115931773, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22629967799861828, "alpha_spy_stated": -0.21362113372207214, "alpha_c_stated": -0.2487491897172428, "price_path": [0.2564, 0.2788, 0.2752, 0.3162, 0.2701, 0.2795, 0.3143, 0.3004, 0.2912, 0.2752, 0.2684, 0.2628, 0.243, 0.223, 0.2021, 0.147, 0.132, 0.1529, 0.1517, 0.0939, 0.1835, 0.1484, 0.1291, 0.0913, 0.0635, -0.0548, 0.4081, 0.5722, 0.5596, 0.5288, 0.4502, 0.4669, 0.4926, 0.4467, 0.4375, 0.4481, 0.4023, 0.2969, 0.335, 0.3369, 0.335, 0.3206, 0.2978, 0.2726, 0.235, 0.2595, 0.2524, 0.2684, 0.2583, 0.3599, 0.1955, 0.1, 0.06, 0.0668, 0.0334, -0.0447, -0.0421, -0.0376, -0.0548, 0.0489, 0.0376, 0.0242, -0.0148, 0.0, 0.0536, 0.0228, -0.0104, -0.0282, 0.0503, -0.043, -0.0739, -0.1108, -0.1506, -0.1348, -0.1256, -0.1444, -0.1275, -0.1219, -0.1256, -0.1529, -0.2101, -0.231, -0.2331, -0.247, -0.2263, -0.2512, -0.2945, -0.259, -0.2766, -0.2792, -0.2891, -0.3119, -0.2517, -0.2625, -0.2783, -0.2588, -0.2724, -0.2729, -0.2842, -0.2957, -0.2534, -0.2748, -0.2915, -0.2995, -0.3155, -0.3649, -0.3693, -0.3355, -0.3651, -0.3938, -0.4265, -0.4404, -0.3689, -0.3679, -0.3225, -0.319, -0.3164, -0.3251, -0.3016, -0.3108, -0.294, -0.2562, -0.2456, -0.2696, -0.2418, -0.2343, -0.219, -0.2461, -0.2265, -0.2992, -0.3992, -0.3954, -0.3797, -0.3987, -0.387, -0.4041, -0.4679, -0.4526, -0.4288, -0.4314, -0.4025, -0.4173, -0.407, -0.4067, -0.4298, -0.4425, -0.4345, -0.4401, -0.4117, -0.4018, -0.4088, -0.4175, -0.3834, -0.3898, -0.3827, -0.4011, -0.3987, -0.4143, -0.4446, -0.4611, -0.4655, -0.4448, -0.4618, -0.4507, -0.4533, -0.4467, -0.4554, -0.4566, -0.4538, -0.434, -0.4248, -0.4364, -0.4248, -0.4004, -0.3976, -0.4084, -0.3841, -0.394, -0.3649, -0.3472, -0.379, -0.3865, -0.3794, -0.3776, -0.3891, -0.3893, -0.399, -0.4314, -0.43, -0.4351]}
{"unit_id": "reply:1861897079594885507", "ticker_idx": 0, "ts": "2024-11-27T22:17:10+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You can totally still make a bullish case accepting that it is a similar to tirzepatide…likely the most valuable drug of all time!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Viking; bull case intact even if drug is tirzepatide-similar, as that drug is arguably the most valuable ever.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NickJamesMD And none of this means there isn’t a bull case for Viking!  You can totally still make a bullish case accepting that it is a similar to tirzepatide…likely the most valuable drug of all time!", "reply_text": null, "parent_text": "It's healthy to have these discussions and counter points to the strong $VKTX following. For disclosure, VKTX is one of my biggest positions and will remain so, but one must remain realistic and seek and accept the truth. Still bullish on a BO or partnership by year-end or latest", "quoted_text": null, "parent_author": "NickJamesMD", "ret_m1d": 0.0296562095872841, "ret_signed_m1d": 0.0296562095872841, "alpha_spy_m1d": 0.03583011411800152, "alpha_c_m1d": 0.03277684224742694, "bench_spy_m1d": -0.006173904530717422, "bench_c_m1d": -0.0031206326601428414, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027011717836621263, "ret_signed_p1d": -0.027011717836621263, "alpha_spy_p1d": -0.02880404502637368, "alpha_c_p1d": -0.025247835791690987, "bench_spy_p1d": 0.0017923271897524184, "bench_c_p1d": -0.0017638820449302761, "ret_p1w": -0.040423110033266596, "ret_signed_p1w": -0.040423110033266596, "alpha_spy_p1w": -0.049152460874439585, "alpha_c_p1w": -0.019189909782613035, "bench_spy_p1w": 0.00872935084117299, "bench_c_p1w": -0.02123320025065356, "ret_p1m": -0.2398941684489364, "ret_signed_p1m": -0.2398941684489364, "alpha_spy_p1m": -0.21583400050690704, "alpha_c_p1m": -0.17736708921533795, "bench_spy_p1m": -0.024060167942029365, "bench_c_p1m": -0.06252707923359846, "ret_p3m": -0.47223269250404765, "ret_signed_p3m": -0.47223269250404765, "alpha_spy_p3m": -0.4431434020880154, "alpha_c_p3m": -0.4922291991633876, "bench_spy_p3m": -0.029089290416032254, "bench_c_p3m": 0.01999650665933994, "ret_p6m": -0.48998865318485074, "ret_signed_p6m": -0.48998865318485074, "alpha_spy_p6m": -0.4853157632345465, "alpha_c_p6m": -0.4018095315050384, "bench_spy_p6m": -0.004672889950304238, "bench_c_p6m": -0.08817912167981234, "ret_p1y": -0.3311295661887823, "ret_signed_p1y": -0.3311295661887823, "alpha_spy_p1y": -0.47992115124467283, "alpha_c_p1y": -0.40195258577380155, "bench_spy_p1y": 0.14879158505589052, "bench_c_p1y": 0.07082301958501924, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2398941684489364, "alpha_spy_stated": -0.21583400050690704, "alpha_c_stated": -0.17736708921533795, "price_path": [0.2112, 0.1029, 0.0975, 0.0463, 0.0225, 0.0348, 0.0323, 0.149, 0.1864, 0.2605, 0.2675, 0.1889, 0.2174, 0.2875, 0.3311, 0.228, 0.1698, 0.1925, 0.1772, 0.1641, 0.1959, 0.1711, 0.2219, 0.211, 0.227, 0.1902, 0.2595, 0.1832, 0.1796, 0.2437, 0.2429, 0.235, 0.2439, 0.2205, 0.2429, 0.2153, 0.1717, 0.1407, 0.3831, 0.4739, 0.4076, 0.3855, 0.3553, 0.3702, 0.3767, 0.1927, 0.2208, 0.2442, 0.3005, 0.2935, 0.1895, 0.1447, 0.04, 0.0119, -0.0635, -0.0723, -0.027, -0.0266, -0.0247, -0.0066, -0.0179, 0.0091, 0.0297, 0.0, -0.027, -0.0506, -0.0321, -0.0578, -0.0404, -0.0489, -0.0961, -0.0705, -0.0958, -0.1116, -0.1079, -0.1179, -0.2769, -0.2163, -0.2019, -0.2006, -0.2, -0.1938, -0.2225, -0.2488, -0.2399, -0.2233, -0.1898, -0.1966, -0.2131, -0.2331, -0.2575, -0.2656, -0.3591, -0.3415, -0.385, -0.3833, -0.3791, -0.3568, -0.34, -0.3483, -0.368, -0.3517, -0.3685, -0.3636, -0.3814, -0.4046, -0.3886, -0.3672, -0.4057, -0.385, -0.4301, -0.4341, -0.4462, -0.4428, -0.4243, -0.4473, -0.3901, -0.4025, -0.3564, -0.4484, -0.4651, -0.4745, -0.4584, -0.4547, -0.5145, -0.4694, -0.4722, -0.4583, -0.4503, -0.4719, -0.4991, -0.4418, -0.4384, -0.4165, -0.4365, -0.4435, -0.432, -0.4645, -0.4532, -0.4469, -0.4715, -0.5025, -0.5064, -0.5155, -0.5438, -0.5484, -0.5149, -0.5425, -0.5727, -0.598, -0.6226, -0.5637, -0.5935, -0.5803, -0.5359, -0.5635, -0.5542, -0.5478, -0.5519, -0.5187, -0.5128, -0.5153, -0.528, -0.51, -0.4722, -0.4547, -0.4595, -0.4454, -0.443, -0.4898, -0.4794, -0.4739, -0.4796, -0.4654, -0.4761, -0.4981, -0.4824, -0.463, -0.4805, -0.4584, -0.4853, -0.4762, -0.4904, -0.4866, -0.4875, -0.4681, -0.4938, -0.5066, -0.4974, -0.49]}
{"unit_id": "quote:1895151965774184750", "ticker_idx": 0, "ts": "2025-02-27T16:40:13+00:00", "symbol": "IBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "hopefully it's just getting started", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IBIO: obesity muscle-preservation narrative gaining traction, NASDAQ uplisting as catalyst, author sees the move as just beginning.", "resolved_tickers": ["IBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$IBIO finally starting to catch somewhat of a bid.  Has felt like a matter of time with basically everyone (pharma, news outlets) starting to talk up the obesity muscle issue as the next hurdle in the obesity market over the last few months.  The $IBIO setup at this price has seemed so obvious, but in this awful biotech tape I guess even obvious setups are completely bidless.  \n\nMaybe the $IBIO NASDAQ uplisting is playing a role.  In any case, hopefully it’s just getting started.", "reply_text": null, "parent_text": null, "quoted_text": "(1) WSJ article saying $NVS wants to buy muscle-preserving obesity drugs.\n(2) Reuters article (today) \"Fat, not muscle: drugmakers in race for next weight-loss breakthrough\"\nWhen does a microcap like $IBIO start to get some attention here?  $IBIO and $SRRK are really the only", "parent_author": null, "ret_m1d": -0.2554455745642039, "ret_signed_m1d": -0.2554455745642039, "alpha_spy_m1d": -0.2716666150902245, "alpha_c_m1d": -0.2595212433773788, "bench_spy_m1d": 0.01622104052602058, "bench_c_m1d": 0.004075668813174893, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15445538683389382, "ret_signed_p1d": 0.15445538683389382, "alpha_spy_p1d": 0.1388497885168949, "alpha_c_p1d": 0.14284018080319605, "bench_spy_p1d": 0.015605598316998925, "bench_c_p1d": 0.011615206030697767, "ret_p1w": 0.21782175506660706, "ret_signed_p1w": 0.21782175506660706, "alpha_spy_p1w": 0.23891370234485632, "alpha_c_p1w": 0.2038969151227863, "bench_spy_p1w": -0.021091947278249257, "bench_c_p1w": 0.013924839943820766, "ret_p1m": -0.18415846931689916, "ret_signed_p1m": -0.18415846931689916, "alpha_spy_p1m": -0.13678066695916125, "alpha_c_p1m": -0.16961653382482922, "bench_spy_p1m": -0.04737780235773792, "bench_c_p1m": -0.014541935492069946, "ret_p3m": -0.845544565954508, "ret_signed_p3m": -0.845544565954508, "alpha_spy_p3m": -0.8571249600030546, "alpha_c_p3m": -0.7480856186409335, "bench_spy_p3m": 0.011580394048546605, "bench_c_p3m": -0.09745894731357452, "ret_p6m": -0.8356435738688714, "ret_signed_p6m": -0.8356435738688714, "alpha_spy_p6m": -0.9514393438284581, "alpha_c_p6m": -0.7703783329220243, "bench_spy_p6m": 0.11579576995958663, "bench_c_p6m": -0.06526524094684716, "ret_p1y": -0.4673267414611687, "ret_signed_p1y": -0.4673267414611687, "alpha_spy_p1y": -0.6543029656553055, "alpha_c_p1y": -0.563090820548524, "bench_spy_p1y": 0.18697622419413684, "bench_c_p1y": 0.09576407908735529, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18415846931689916, "alpha_spy_stated": -0.13678066695916125, "alpha_c_stated": -0.16961653382482922, "price_path": [-0.4772, -0.4931, -0.497, -0.4792, -0.4178, -0.4455, -0.4851, -0.4772, -0.4871, -0.4515, -0.4535, -0.4733, -0.4851, -0.503, -0.5426, -0.5347, -0.5208, -0.5248, -0.5208, -0.5089, -0.5327, -0.5208, -0.5228, -0.5149, -0.5287, -0.5149, -0.5208, -0.5149, -0.5129, -0.4634, -0.4614, -0.495, -0.5089, -0.4594, -0.4356, -0.4376, -0.4396, -0.4218, -0.3921, -0.404, -0.3921, -0.4099, -0.4178, -0.4139, -0.4119, -0.404, -0.3802, -0.3703, -0.3267, -0.2891, -0.2634, -0.3228, -0.3723, -0.2713, -0.2871, -0.3208, -0.2713, -0.2376, -0.2812, -0.3109, -0.3188, -0.2297, -0.2554, 0.0, 0.1545, 0.2693, 0.1782, 0.2535, 0.2178, 0.1089, 0.097, 0.1327, 0.099, 0.0158, 0.0059, -0.0376, -0.105, -0.1307, -0.097, -0.0832, -0.0832, -0.1267, -0.1465, -0.1267, -0.1842, -0.204, -0.2257, -0.1842, -0.2475, -0.3604, -0.701, -0.7624, -0.7465, -0.7604, -0.7624, -0.7663, -0.7822, -0.8059, -0.8238, -0.8317, -0.8614, -0.8495, -0.8317, -0.8178, -0.7921, -0.7921, -0.7901, -0.796, -0.8, -0.8059, -0.8317, -0.8317, -0.8356, -0.8475, -0.8436, -0.8416, -0.8554, -0.8554, -0.8416, -0.8416, -0.8376, -0.8475, -0.8436, -0.8376, -0.8396, -0.8396, -0.8455, -0.8475, -0.8376, -0.8337, -0.804, -0.8158, -0.8059, -0.8198, -0.8119, -0.8099, -0.796, -0.8158, -0.8277, -0.8396, -0.8218, -0.8475, -0.8594, -0.8515, -0.8554, -0.8594, -0.8495, -0.8495, -0.8515, -0.8535, -0.8535, -0.8455, -0.8337, -0.8337, -0.8356, -0.8396, -0.8475, -0.8574, -0.8554, -0.8554, -0.8554, -0.8554, -0.8535, -0.8495, -0.8535, -0.8554, -0.8594, -0.8634, -0.8653, -0.8653, -0.8693, -0.8752, -0.8772, -0.8812, -0.8832, -0.8832, -0.8832, -0.8871, -0.8554, -0.8653, -0.8535, -0.8535, -0.8554, -0.8495, -0.8455, -0.8436, -0.8317, -0.8436, -0.8396, -0.8356]}
{"unit_id": "reply:1881781588155117694", "ticker_idx": 0, "ts": "2025-01-21T19:11:07+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "none of the >400 Rx they already have were trial patients. Insanely hot out of the gate.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish BBIO: 400+ prescriptions all from new patients, not trials — characterizes launch momentum as insanely strong.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@semodough And the fact that none of the &gt;400 Rx they already have were trial patients.  Insanely hot out of the gate.", "reply_text": null, "parent_text": "$BBIO - one nugget many probably missed other day was 77% of Medicare lives in equal formulary position to tafamidis) in 5 weeks - outstanding job by $BBIO MGT  - incredible in only 5 weeks - Usally it would take most 9-12 months - market still digesting the $BBIO call", "quoted_text": null, "parent_author": "semodough", "ret_m1d": -0.06347008867267578, "ret_signed_m1d": -0.06347008867267578, "alpha_spy_m1d": -0.054399634454066814, "alpha_c_m1d": -0.04718924925292378, "bench_spy_m1d": -0.00907045421860897, "bench_c_m1d": -0.016280839419752002, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0066519308837790225, "ret_signed_p1d": -0.0066519308837790225, "alpha_spy_p1d": -0.01227357215926117, "alpha_c_p1d": -0.004406060175340176, "bench_spy_p1d": 0.005621641275482148, "bench_c_p1d": -0.0022458707084388463, "ret_p1w": 0.006374709827158709, "ret_signed_p1w": 0.006374709827158709, "alpha_spy_p1w": 0.0039370078841929335, "alpha_c_p1w": -0.02183571076347235, "bench_spy_p1w": 0.0024377019429657754, "bench_c_p1w": 0.028210420590631058, "ret_p1m": 0.02009419172193816, "ret_signed_p1m": 0.02009419172193816, "alpha_spy_p1m": 0.0079392415862225, "alpha_c_p1m": -0.013028435094482482, "bench_spy_p1m": 0.012154950135715659, "bench_c_p1m": 0.03312262681642064, "ret_p3m": -0.05266079349928254, "ret_signed_p3m": -0.05266079349928254, "alpha_spy_p3m": 0.07040341843172426, "alpha_c_p3m": -0.004117075498454303, "bench_spy_p3m": -0.1230642119310068, "bench_c_p3m": -0.04854371800082824, "ret_p6m": 0.2802105399826351, "ret_signed_p6m": 0.2802105399826351, "alpha_spy_p6m": 0.22225767636742644, "alpha_c_p6m": 0.31564741911185834, "bench_spy_p6m": 0.05795286361520868, "bench_c_p6m": -0.03543687912922322, "ret_p1y": 1.2148004325578898, "ret_signed_p1y": 1.2148004325578898, "alpha_spy_p1y": 1.0588914811372336, "alpha_c_p1y": 1.084455575921291, "bench_spy_p1y": 0.1559089514206562, "bench_c_p1y": 0.13034485663659878, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02009419172193816, "alpha_spy_stated": 0.0079392415862225, "alpha_c_stated": -0.013028435094482482, "price_path": [-0.2741, -0.2788, -0.3027, -0.3088, -0.3223, -0.3301, -0.3392, -0.3226, -0.321, -0.3406, -0.3512, -0.2938, -0.3016, -0.2927, -0.2902, -0.2827, -0.2492, -0.2761, -0.3176, -0.3129, -0.3318, -0.3426, -0.3805, -0.3753, -0.3614, -0.3559, -0.3509, -0.2464, -0.2672, -0.2381, -0.2492, -0.2627, -0.2633, -0.2489, -0.2611, -0.2021, -0.1824, -0.1951, -0.1968, -0.2331, -0.2381, -0.232, -0.2289, -0.2799, -0.2736, -0.2658, -0.2303, -0.2093, -0.2131, -0.2242, -0.2428, -0.2395, -0.2184, -0.2206, -0.2167, -0.2004, -0.1838, -0.194, -0.0651, -0.0132, -0.0299, -0.0546, -0.0635, 0.0, -0.0067, 0.028, 0.0419, 0.0164, 0.0064, 0.0105, -0.003, -0.0518, -0.14, -0.0859, -0.0704, -0.0937, -0.1172, -0.1197, -0.1375, -0.1145, -0.1253, -0.0327, -0.0164, 0.0058, 0.0201, 0.0213, 0.0047, -0.0479, -0.0729, -0.0507, -0.0327, -0.0851, -0.0704, -0.0308, -0.1067, -0.125, -0.1297, -0.1037, -0.0967, -0.1045, -0.0862, -0.0851, -0.1078, -0.0646, -0.0601, -0.0363, 0.0316, 0.0183, 0.0006, 0.0089, -0.0269, -0.0419, -0.0848, -0.0405, -0.0557, -0.1305, -0.1499, -0.1646, -0.0887, -0.1045, -0.0601, -0.0341, -0.051, -0.0618, -0.0613, -0.0712, -0.0527, -0.0236, -0.0033, 0.0062, -0.0053, 0.0094, 0.0632, 0.0643, 0.069, 0.0593, 0.0238, -0.0072, -0.0341, -0.0529, -0.0111, -0.0782, -0.0671, -0.0649, -0.0621, -0.0662, -0.0657, -0.0898, -0.0862, -0.0759, -0.0826, -0.1059, -0.0751, -0.0507, -0.0172, 0.0399, 0.0538, 0.0626, 0.0704, 0.0818, 0.1111, 0.0823, 0.0989, 0.1025, 0.1402, 0.1106, 0.1086, 0.1566, 0.1689, 0.232, 0.23, 0.2506, 0.2433, 0.1968, 0.1857, 0.1871, 0.2192, 0.2057, 0.1971, 0.2744, 0.2824, 0.288, 0.3218, 0.3017, 0.3054, 0.2955, 0.2891, 0.2722, 0.2686, 0.2802]}
{"unit_id": "reply:1893405983847915641", "ticker_idx": 0, "ts": "2025-02-22T21:02:18+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "1,000 other companies are going to be doing the same thing. No moat. They have nothing proprietary, literally by their business model's own definition. It's poetic that this will someday be $HIMS downfall", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: no moat, nothing proprietary, 1000 competitors can replicate the model; recent pump unsustainable.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Which is why 1,000 other companies are going to be doing the same thing.  No moat.  They have nothing proprietary, literally by their business model’s own definition.  It’s poetic that this will someday be $HIMS downfall since their recent pump came from circumventing the legal moat protecting GLP-1 inventors.", "reply_text": null, "parent_text": "$HIMS business model is to sell you controlled substances legally if you can lie on a survey online \n\nAnd you’re short this, anon????", "quoted_text": null, "parent_author": "RaisingTheBAR47", "ret_m1d": -0.03956348742276283, "ret_signed_m1d": 0.03956348742276283, "alpha_spy_m1d": 0.04413469466950115, "alpha_c_m1d": 0.04413469466950115, "bench_spy_m1d": 0.004571207246738318, "bench_c_m1d": 0.004571207246738318, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.22315339030374015, "ret_signed_p1d": 0.22315339030374015, "alpha_spy_p1d": 0.21817999997939808, "alpha_c_p1d": 0.21817999997939808, "bench_spy_p1d": -0.004973390324342075, "bench_c_p1d": -0.004973390324342075, "ret_p1w": -0.2071721064823161, "ret_signed_p1w": 0.2071721064823161, "alpha_spy_p1w": 0.18466731775940903, "alpha_c_p1w": 0.18466731775940903, "bench_spy_p1w": -0.022504788722907065, "bench_c_p1w": -0.022504788722907065, "ret_p1m": -0.27811342965957897, "ret_signed_p1m": 0.27811342965957897, "alpha_spy_p1m": 0.24459273313545327, "alpha_c_p1m": 0.24459273313545327, "bench_spy_p1m": -0.033520696524125704, "bench_c_p1m": -0.033520696524125704, "ret_p3m": 0.06860261866209916, "ret_signed_p3m": -0.06860261866209916, "alpha_spy_p3m": -0.09599327169452732, "alpha_c_p3m": -0.09599327169452732, "bench_spy_p3m": -0.02739065303242816, "bench_c_p3m": -0.02739065303242816, "ret_p6m": -0.16215161707547965, "ret_signed_p6m": 0.16215161707547965, "alpha_spy_p6m": 0.2443631811747201, "alpha_c_p6m": 0.2443631811747201, "bench_spy_p6m": 0.08221156409924046, "bench_c_p6m": 0.08221156409924046, "ret_p1y": -0.6916780496704648, "ret_signed_p1y": 0.6916780496704648, "alpha_spy_p1y": 0.865954611295172, "alpha_c_p1y": 0.865954611295172, "bench_spy_p1y": 0.17427656162470728, "bench_c_p1y": 0.17427656162470728, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27811342965957897, "alpha_spy_stated": 0.24459273313545327, "alpha_c_stated": 0.24459273313545327, "price_path": [-0.5414, -0.5753, -0.5293, -0.5063, -0.389, -0.4021, -0.4087, -0.3721, -0.3988, -0.3722, -0.3389, -0.3841, -0.3329, -0.3641, -0.3984, -0.4116, -0.4136, -0.4149, -0.391, -0.3935, -0.4436, -0.4863, -0.4894, -0.4621, -0.4514, -0.4447, -0.4824, -0.5095, -0.5287, -0.5089, -0.481, -0.4757, -0.4607, -0.4985, -0.5048, -0.4952, -0.4892, -0.457, -0.4555, -0.4572, -0.419, -0.4208, -0.398, -0.3984, -0.4054, -0.3853, -0.3791, -0.3381, -0.2734, -0.2413, -0.1844, -0.1775, -0.2113, -0.1707, -0.1275, -0.1507, -0.0969, 0.1534, 0.1785, 0.1401, 0.3397, 0.2943, -0.0396, 0.0, -0.2232, -0.1836, -0.1943, -0.1212, -0.2072, -0.2109, -0.2031, -0.3298, -0.2994, -0.3282, -0.3235, -0.3387, -0.3853, -0.3541, -0.3239, -0.3863, -0.3397, -0.3594, -0.3227, -0.2709, -0.2781, -0.3498, -0.3779, -0.4321, -0.4241, -0.3949, -0.3915, -0.4545, -0.4935, -0.4588, -0.4913, -0.4253, -0.4775, -0.4693, -0.4483, -0.4258, -0.4748, -0.4693, -0.4964, -0.5059, -0.4794, -0.4516, -0.4525, -0.4449, -0.3171, -0.3549, -0.2953, -0.2044, -0.1838, -0.0359, 0.0203, 0.0018, 0.0127, 0.076, 0.2473, 0.1912, 0.1417, 0.26, 0.215, 0.1929, 0.1304, 0.0431, 0.0686, 0.04, 0.0396, 0.0212, 0.1023, 0.1064, 0.0667, 0.0448, 0.0285, 0.0978, 0.1082, 0.0768, 0.1218, 0.1138, 0.0813, 0.1651, 0.1546, 0.1902, 0.2516, -0.1818, -0.1629, -0.1929, -0.098, -0.037, -0.0285, -0.0653, -0.075, -0.0649, -0.0563, -0.0458, -0.0014, -0.0203, -0.0667, 0.014, -0.0166, 0.0105, -0.0257, -0.0181, -0.0723, -0.0253, 0.1308, 0.1171, 0.1236, 0.1436, 0.1746, 0.2771, 0.2898, 0.2191, 0.2347, 0.0821, -0.0035, -0.0051, 0.0123, -0.0259, -0.0653, -0.0581, -0.0815, -0.1031, -0.121, -0.1779, -0.1546, -0.1432, -0.1314, -0.1622]}
{"unit_id": "orig:1899155922619887754", "ticker_idx": 0, "ts": "2025-03-10T17:50:31+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS should already be in the $20s, in my opinion. Personally think longs should be very nervous at the $35-$37 level", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS: GLP-1 market lost, lawsuit risk from NVO, fundamentals weakened; stock should already be in the $20s from current ~$35.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "➡️ $HIMS is still up ~40% YTD at ~$35\n➡️ $NASDAQ down ~10% YTD\n\nYTD $HIMS also lost the GLP-1 market that they were telling people they’d maintain through most of 2025, and should be buckling up for massive lawsuits from $NVO for this “personalized” GLP1 nonsense.\n\nAre $HIMS longs really comfortable owning a name that is up 40% YTD despite it’s fundamental case having objectively weakened due to GLP1 shortage resolution, all while the rest of the market is crashing around it?\n\n$HIMS should already be in the $20s, in my opinion.  \n\nPersonally think longs should be very nervous at the $35-$37 level we are seeing in today’s market bloodbath.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04293587147735356, "ret_signed_m1d": -0.04293587147735356, "alpha_spy_m1d": -0.015571492645175988, "alpha_c_m1d": -0.015571492645175988, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006962513932995851, "ret_signed_p1d": -0.006962513932995851, "alpha_spy_p1d": -0.015275294367795511, "alpha_c_p1d": -0.015275294367795511, "bench_spy_p1d": -0.00831278043479966, "bench_c_p1d": -0.00831278043479966, "ret_p1w": 0.006382285994052328, "ret_signed_p1w": -0.006382285994052328, "alpha_spy_p1w": 0.005337821900220918, "alpha_c_p1w": 0.005337821900220918, "bench_spy_p1w": 0.011720107894273246, "bench_c_p1w": 0.011720107894273246, "ret_p1m": -0.24281985908971393, "ret_signed_p1m": 0.24281985908971393, "alpha_spy_p1m": 0.13113830068480126, "alpha_c_p1m": 0.13113830068480126, "bench_spy_p1m": -0.11168155840491267, "bench_c_p1m": -0.11168155840491267, "ret_p3m": 0.6495502929138488, "ret_signed_p3m": -0.6495502929138488, "alpha_spy_p3m": -0.5765832303018812, "alpha_c_p3m": -0.5765832303018812, "bench_spy_p3m": 0.07296706261196761, "bench_c_p3m": 0.07296706261196761, "ret_p6m": 0.38642295396334525, "ret_signed_p6m": -0.38642295396334525, "alpha_spy_p6m": -0.2193910398366794, "alpha_c_p6m": -0.2193910398366794, "bench_spy_p6m": 0.16703191412666585, "bench_c_p6m": 0.16703191412666585, "ret_p1y": -0.2492022557509298, "ret_signed_p1y": 0.2492022557509298, "alpha_spy_p1y": 0.4698528439988615, "alpha_c_p1y": 0.4698528439988615, "bench_spy_p1y": 0.2206505882479317, "bench_c_p1y": 0.2206505882479317, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24281985908971393, "alpha_spy_stated": 0.13113830068480126, "alpha_c_stated": 0.13113830068480126, "price_path": [-0.016, -0.0833, -0.007, -0.0534, -0.1044, -0.1242, -0.1271, -0.1291, -0.0934, -0.0972, -0.1717, -0.2353, -0.2399, -0.1993, -0.1833, -0.1735, -0.2295, -0.2698, -0.2985, -0.2689, -0.2274, -0.2196, -0.1973, -0.2536, -0.2628, -0.2486, -0.2396, -0.1918, -0.1894, -0.1921, -0.1352, -0.1378, -0.1039, -0.1044, -0.1149, -0.085, -0.0757, -0.0148, 0.0815, 0.1294, 0.2141, 0.2243, 0.1741, 0.2344, 0.2988, 0.2643, 0.3444, 0.7169, 0.7543, 0.6971, 0.9942, 0.9266, 0.4296, 0.4885, 0.1564, 0.2153, 0.1993, 0.3081, 0.1802, 0.1746, 0.1862, -0.0023, 0.0429, 0.0, 0.007, -0.0157, -0.085, -0.0386, 0.0064, -0.0865, -0.0171, -0.0464, 0.0081, 0.0853, 0.0746, -0.0322, -0.074, -0.1546, -0.1427, -0.0992, -0.0943, -0.188, -0.246, -0.1944, -0.2428, -0.1445, -0.2222, -0.21, -0.1787, -0.1453, -0.2182, -0.21, -0.2504, -0.2646, -0.2251, -0.1836, -0.1851, -0.1738, 0.0165, -0.0397, 0.049, 0.1842, 0.215, 0.4352, 0.5187, 0.4912, 0.5074, 0.6017, 0.8567, 0.7731, 0.6994, 0.8755, 0.8085, 0.7757, 0.6826, 0.5527, 0.5907, 0.548, 0.5474, 0.5202, 0.6408, 0.6469, 0.5878, 0.5553, 0.5309, 0.6342, 0.6496, 0.6028, 0.6699, 0.658, 0.6095, 0.7343, 0.7186, 0.7717, 0.8631, 0.2179, 0.246, 0.2013, 0.3426, 0.4334, 0.4462, 0.3914, 0.3768, 0.3919, 0.4047, 0.4204, 0.4865, 0.4584, 0.3893, 0.5094, 0.4639, 0.5042, 0.4502, 0.4616, 0.3809, 0.4508, 0.6832, 0.6629, 0.6725, 0.7023, 0.7485, 0.9011, 0.9199, 0.8146, 0.8378, 0.6107, 0.4833, 0.481, 0.5068, 0.45, 0.3914, 0.4021, 0.3673, 0.3351, 0.3084, 0.2237, 0.2585, 0.2753, 0.293, 0.2472, 0.3156, 0.2768, 0.28, 0.2286, 0.2048, 0.2898, 0.3957, 0.4044, 0.4401, 0.3864]}
{"unit_id": "orig:1838690495217963189", "ticker_idx": 1, "ts": "2024-09-24T21:22:29+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "📈 $ELYM $CGEM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long ELYM and CGEM; short IMVT and ARGX based on chart/arrow signals.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "qme", "tweet_text": "📈 $ELYM $CGEM\n📉 $IMVT $ARGX https://t.co/af2a1zy2Wv", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08017132519640202, "ret_signed_m1d": 0.08017132519640202, "alpha_spy_m1d": 0.07796087586512601, "alpha_c_m1d": 0.0703411291949696, "bench_spy_m1d": 0.00221044933127601, "bench_c_m1d": 0.009830196001432423, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05875147340929576, "ret_signed_p1d": 0.05875147340929576, "alpha_spy_p1d": 0.05478678246625912, "alpha_c_p1d": 0.05540915544959191, "bench_spy_p1d": 0.003964690943036642, "bench_c_p1d": 0.0033423179597038555, "ret_p1w": 0.009179903129102218, "ret_signed_p1w": 0.009179903129102218, "alpha_spy_p1w": 0.011249720284326359, "alpha_c_p1w": 0.0071483806080230305, "bench_spy_p1w": -0.0020698171552241407, "bench_c_p1w": 0.0020315225210791876, "ret_p1m": -0.029375795069048638, "ret_signed_p1m": -0.029375795069048638, "alpha_spy_p1m": -0.04551516756543805, "alpha_c_p1m": -0.008535574269144197, "bench_spy_p1m": 0.016139372496389415, "bench_c_p1m": -0.02084022079990444, "ret_p3m": -0.2490819863413295, "ret_signed_p3m": -0.2490819863413295, "alpha_spy_p3m": -0.3074704552459381, "alpha_c_p3m": -0.16625092273721576, "bench_spy_p3m": 0.05838846890460858, "bench_c_p3m": -0.08283106360411374, "ret_p6m": -0.5091799031291022, "ret_signed_p6m": -0.5091799031291022, "alpha_spy_p6m": -0.4901766388672567, "alpha_c_p6m": -0.46426214268741206, "bench_spy_p6m": -0.01900326426184551, "bench_c_p6m": -0.04491776044169016, "ret_p1y": -0.634638939140638, "ret_signed_p1y": -0.634638939140638, "alpha_spy_p1y": -0.8130629255918698, "alpha_c_p1y": -0.541168991314833, "bench_spy_p1y": 0.1784239864512318, "bench_c_p1y": -0.09346994782580498, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.029375795069048638, "alpha_spy_stated": -0.04551516756543805, "alpha_c_stated": -0.008535574269144197, "price_path": [0.0098, 0.0459, 0.0673, 0.0239, -0.0018, 0.0269, -0.0098, 0.0043, -0.0122, -0.019, -0.0098, 0.0067, 0.0153, 0.1677, 0.1328, 0.1255, 0.1193, 0.1689, 0.2766, 0.243, 0.2185, 0.2338, 0.1842, 0.1659, 0.1842, 0.1481, 0.0869, 0.0741, 0.0539, 0.0122, 0.0024, 0.0263, -0.0024, -0.0031, -0.0061, 0.0349, 0.0226, 0.0894, 0.0777, 0.1028, 0.093, 0.1034, 0.1175, 0.1542, 0.1444, 0.1542, 0.1995, 0.1328, 0.1432, 0.0973, 0.1004, 0.1169, 0.0906, 0.1004, 0.0783, 0.0985, 0.0361, 0.0551, 0.0545, 0.0979, 0.1108, 0.0177, 0.0802, 0.0, 0.0588, 0.052, 0.0245, 0.0257, 0.0092, -0.0147, 0.0, -0.0184, -0.0141, -0.0545, -0.0288, -0.0073, -0.0067, -0.0061, 0.0777, 0.063, 0.0263, -0.0086, -0.0239, -0.0447, -0.0294, -0.0233, -0.0116, 0.0355, -0.0073, -0.0483, -0.0343, -0.0257, -0.022, 0.0086, -0.0465, -0.0196, 0.0569, -0.0196, -0.0337, -0.0636, -0.1518, -0.1769, -0.1983, -0.2301, -0.2521, -0.2326, -0.2326, -0.2185, -0.1989, -0.1769, -0.194, -0.2166, -0.2069, -0.2387, -0.2007, -0.2228, -0.2319, -0.2338, -0.2534, -0.2809, -0.2778, -0.2968, -0.3409, -0.3299, -0.2901, -0.2736, -0.2491, -0.2105, -0.2644, -0.2534, -0.2546, -0.2417, -0.224, -0.2791, -0.2925, -0.3188, -0.3152, -0.3244, -0.3874, -0.377, -0.3794, -0.3721, -0.3623, -0.3568, -0.3537, -0.3543, -0.3696, -0.3605, -0.3115, -0.328, -0.3537, -0.3843, -0.3758, -0.3696, -0.3666, -0.3752, -0.3819, -0.3996, -0.3947, -0.4131, -0.4168, -0.4333, -0.4229, -0.44, -0.4474, -0.4663, -0.4761, -0.4829, -0.4731, -0.4804, -0.5104, -0.5024, -0.4841, -0.4792, -0.467, -0.5012, -0.4694, -0.4443, -0.4541, -0.4621, -0.4474, -0.4535, -0.4706, -0.4663, -0.4786, -0.4774, -0.492, -0.5049, -0.4927, -0.5092]}
{"unit_id": "quote:1851601807925031045", "ticker_idx": 0, "ts": "2024-10-30T12:27:26+00:00", "symbol": "PTGX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Props to $PTGX for actually pulling it off with IL-23 though.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PTGX for succeeding with IL-23; bearish DICE on flawed efficacy data vs comparators.", "resolved_tickers": ["PTGX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Still don't know why $LLY paid up for this $DICE \"proof of concept\".  \n\nProps to $PTGX for actually pulling it off with IL-23 though.  $LLY discontinuing their $DICE IL-17 program that they paid $2.4B for surely can't hurt!", "reply_text": null, "parent_text": null, "quoted_text": "Doubling down on this issue for $DICE\n\nThey attempt to compare their wk4 PASI reductions in mild patients to their competitors who enrolled moderate patients.\n\nDICE Population: Baseline PASI = 6.7\nComps: Baseline PASI = 19-20\n\nYou can't compare efficacy between these populations.", "parent_author": null, "ret_m1d": 0.01700968902686517, "ret_signed_m1d": 0.01700968902686517, "alpha_spy_m1d": 0.01397540757454685, "alpha_c_m1d": 0.015119237114858963, "bench_spy_m1d": 0.0030342814523183215, "bench_c_m1d": 0.001890451912006208, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03737922761911372, "ret_signed_p1d": -0.03737922761911372, "alpha_spy_p1d": -0.01777614135945571, "alpha_c_p1d": -0.028940235057950514, "bench_spy_p1d": -0.01960308625965801, "bench_c_p1d": -0.008438992561163206, "ret_p1w": -0.0004200012224334637, "ret_signed_p1w": -0.0004200012224334637, "alpha_spy_p1w": -0.019436721773531285, "alpha_c_p1w": 0.0001202034209156766, "bench_spy_p1w": 0.01901672055109782, "bench_c_p1w": -0.0005402046433491403, "ret_p1m": -0.08021839102282036, "ret_signed_p1m": -0.08021839102282036, "alpha_spy_p1m": -0.11907983205413675, "alpha_c_p1m": -0.07542506608703115, "bench_spy_p1m": 0.03886144103131639, "bench_c_p1m": -0.004793324935789212, "ret_p3m": -0.2188155901441743, "ret_signed_p3m": -0.2188155901441743, "alpha_spy_p3m": -0.25290427205097965, "alpha_c_p3m": -0.21873163585041444, "bench_spy_p3m": 0.03408868190680536, "bench_c_p3m": -8.395429375984698e-05, "ret_p6m": -0.07013860200554389, "ret_signed_p6m": -0.07013860200554389, "alpha_spy_p6m": -0.047893111302823255, "alpha_c_p6m": -0.010608029161289778, "bench_spy_p6m": -0.02224549070272064, "bench_c_p6m": -0.059530572844254115, "ret_p1y": 0.5949180733263015, "ret_signed_p1y": 0.5949180733263015, "alpha_spy_p1y": 0.40244267034754233, "alpha_c_p1y": 0.6022760221854483, "bench_spy_p1y": 0.1924754029787592, "bench_c_p1y": -0.007357948859146757, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08021839102282036, "alpha_spy_stated": -0.11907983205413675, "alpha_c_stated": -0.07542506608703115, "price_path": [-0.2029, -0.2155, -0.2484, -0.2396, -0.2484, -0.2192, -0.1869, -0.1474, -0.1535, -0.155, -0.1476, -0.1306, -0.1201, -0.1285, -0.1275, -0.1298, -0.1247, -0.1264, -0.1126, -0.1023, -0.1119, -0.0993, -0.1304, -0.1222, -0.1176, -0.1285, -0.0636, -0.0567, -0.0594, -0.0414, -0.0126, -0.0298, -0.0569, -0.0598, -0.0357, -0.0061, -0.0309, -0.0218, -0.0311, -0.0565, -0.0643, -0.055, -0.0682, -0.0554, -0.0689, -0.0682, -0.0802, -0.0769, -0.0722, -0.0846, -0.0533, -0.0267, 0.0004, -0.0132, -0.0126, -0.0136, -0.0349, -0.0248, -0.0216, -0.0141, -0.0076, 0.0122, 0.017, 0.0, -0.0374, -0.0181, -0.0181, -0.0361, -0.0004, -0.0002, -0.0292, -0.0235, -0.0934, -0.1039, -0.1382, -0.1367, -0.1518, -0.1884, -0.1464, -0.1254, -0.0244, -0.0439, -0.0586, -0.0561, -0.0802, -0.0916, -0.1338, -0.1478, -0.1247, -0.1168, -0.1495, -0.1264, -0.139, -0.152, -0.1373, -0.1294, -0.1455, -0.1806, -0.1697, -0.1287, -0.1474, -0.1747, -0.1703, -0.1819, -0.1913, -0.1894, -0.1814, -0.169, -0.2001, -0.1926, -0.21, -0.2312, -0.2201, -0.2299, -0.2033, -0.2327, -0.2268, -0.1999, -0.2255, -0.2062, -0.2085, -0.1945, -0.2022, -0.1976, -0.1785, -0.2062, -0.2188, -0.2108, -0.1911, -0.2073, -0.1835, -0.2022, -0.2232, -0.2142, -0.1877, -0.1879, -0.2073, -0.1909, -0.1917, -0.1863, -0.244, -0.2631, -0.2409, -0.2369, -0.2106, -0.1915, -0.1882, -0.1926, -0.18, -0.1947, 0.1749, 0.2549, 0.2106, 0.1529, 0.1504, 0.1132, 0.1449, 0.1413, 0.114, 0.1056, 0.1031, 0.072, 0.0407, 0.0382, 0.0265, 0.0155, -0.0155, 0.0122, -0.0235, -0.0668, -0.0926, -0.1249, -0.106, -0.1413, -0.105, -0.0544, -0.0141, -0.0382, -0.0281, -0.0382, -0.0372, -0.0307, -0.0582, -0.0657, -0.0678, -0.042, -0.0378, -0.0552, -0.0443, -0.0701]}
{"unit_id": "orig:1835478313579561170", "ticker_idx": 0, "ts": "2024-09-16T00:38:26+00:00", "symbol": "TIL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They're literally in 2nd place for this MOA. Plenty of early stage fast followers out there with much larger valuations on much smaller TAMs. I don't see an issue here.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TIL: undervalued vs BNTX readthrough, 2nd-place MOA position justified given peers trade at larger valuations on smaller TAMs.", "resolved_tickers": ["TIL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$TIL has increased <1/10 the market cap value that $BNTX has increased on this news.  Is that not little enough for you?  \n\nThey’re literally in 2nd place for this MOA.  Plenty of early stage fast followers out there with much larger valuations on much smaller TAMs.  I don’t see an issue here.  \n\nWhat was $TRIL’s n when they started getting credit from $FTSV readthrough?  🤷🏻‍♂️", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.3142590553834035, "ret_signed_m1d": 0.3142590553834035, "alpha_spy_m1d": 0.31573380415437213, "alpha_c_m1d": 0.32112761214369767, "bench_spy_m1d": -0.001474748770968648, "bench_c_m1d": -0.006868556760294187, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0074638994737366016, "ret_signed_p1d": 0.0074638994737366016, "alpha_spy_p1d": 0.007055387958707193, "alpha_c_p1d": 0.01776678460149117, "bench_spy_p1d": 0.0004085115150294083, "bench_c_p1d": -0.010302885127754569, "ret_p1w": 0.04960352297478776, "ret_signed_p1w": 0.04960352297478776, "alpha_spy_p1w": 0.03436426732717157, "alpha_c_p1w": 0.06400296839553998, "bench_spy_p1w": 0.01523925564761619, "bench_c_p1w": -0.014399445420752222, "ret_p1m": -0.3736588351974792, "ret_signed_p1m": -0.3736588351974792, "alpha_spy_p1m": -0.40691577983773053, "alpha_c_p1m": -0.34936530089648477, "bench_spy_p1m": 0.03325694464025131, "bench_c_p1m": -0.024293534300994457, "ret_p3m": -0.658373501051103, "ret_signed_p3m": -0.658373501051103, "alpha_spy_p3m": -0.7351684484741169, "alpha_c_p3m": -0.5583725812845398, "bench_spy_p3m": 0.07679494742301385, "bench_c_p3m": -0.10000091976656322, "ret_p6m": -0.6910278091500539, "ret_signed_p6m": -0.6910278091500539, "alpha_spy_p6m": -0.7051421040114454, "alpha_c_p6m": -0.6331267044504266, "bench_spy_p6m": 0.014114294861391485, "bench_c_p6m": -0.05790110469962728, "ret_p1y": -0.6729901806094025, "ret_signed_p1y": -0.6729901806094025, "alpha_spy_p1y": -0.8642851332498189, "alpha_c_p1y": -0.5621275175532862, "bench_spy_p1y": 0.1912949526404164, "bench_c_p1y": -0.11086266305611636, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3736588351974792, "alpha_spy_stated": -0.40691577983773053, "alpha_c_stated": -0.34936530089648477, "price_path": [-0.8377, -0.8447, -0.8467, -0.8459, -0.8394, -0.8453, -0.8468, -0.8492, -0.8459, -0.84, -0.8398, -0.8439, -0.8411, -0.8462, -0.842, -0.8443, -0.8443, -0.8492, -0.8022, -0.7899, -0.7943, -0.7979, -0.8038, -0.8033, -0.801, -0.8038, -0.8011, -0.803, -0.8052, -0.8108, -0.808, -0.8106, -0.8064, -0.8159, -0.824, -0.8227, -0.8307, -0.8179, -0.8321, -0.8355, -0.8391, -0.8374, -0.8411, -0.8436, -0.8291, -0.8193, -0.8134, -0.8056, -0.7893, -0.7943, -0.7999, -0.8033, -0.8049, -0.7831, -0.7834, -0.7708, -0.78, -0.7784, -0.6581, -0.6178, -0.539, -0.2776, 0.3143, 0.0, 0.0075, 0.0278, -0.0865, 0.0302, 0.0496, 0.0617, 0.0743, 0.063, 0.0204, 0.0468, -0.0476, -0.0981, -0.1868, -0.2462, -0.3788, -0.4464, -0.3988, -0.417, -0.3458, -0.3223, -0.3737, -0.3625, -0.3864, -0.4177, -0.4573, -0.4778, -0.5054, -0.5198, -0.517, -0.4513, -0.4649, -0.467, -0.506, -0.5525, -0.5704, -0.5886, -0.6144, -0.5578, -0.5204, -0.4771, -0.481, -0.5096, -0.5422, -0.5879, -0.6133, -0.5926, -0.6368, -0.615, -0.5934, -0.5931, -0.6046, -0.5382, -0.5816, -0.5711, -0.5834, -0.5584, -0.5928, -0.5682, -0.5794, -0.6114, -0.6391, -0.6668, -0.6584, -0.6501, -0.6627, -0.6952, -0.6878, -0.6795, -0.6623, -0.6596, -0.6672, -0.6882, -0.7047, -0.7032, -0.6638, -0.6795, -0.6836, -0.6366, -0.6579, -0.6913, -0.7042, -0.6885, -0.6705, -0.6669, -0.6739, -0.6951, -0.6934, -0.6248, -0.6356, -0.6223, -0.6018, -0.5909, -0.6267, -0.6539, -0.6798, -0.649, -0.6539, -0.6355, -0.6761, -0.6887, -0.6999, -0.7019, -0.6291, -0.6422, -0.6113, -0.6001, -0.6267, -0.656, -0.6856, -0.6867, -0.689, -0.6996, -0.6875, -0.7158, -0.7279, -0.7193, -0.7016, -0.7153, -0.7434, -0.7302, -0.7187, -0.7036, -0.6909, -0.6637, -0.6736, -0.691]}
{"unit_id": "quote:1847253894209933390", "ticker_idx": 0, "ts": "2024-10-18T12:30:23+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Next up, Hidradenitis Suppurativa. And it will work too.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish LLY; predicts tirzepatide will succeed in Hidradenitis Suppurativa, expanding its indication pipeline.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Next up, Hidradenitis Suppurativa.\n\nAnd it will work too.\n\n🔮 \n\n$LLY", "reply_text": null, "parent_text": null, "quoted_text": "$LLY recruiting in a Ph3 trial (NCT06588283) of\nIxekizumab Concomitantly Administered With Tirzepatide in Adults With\nModerate-to-Severe Plaque Psoriasis and Obesity or Overweight", "parent_author": null, "ret_m1d": -0.0009259045443782421, "ret_signed_m1d": -0.0009259045443782421, "alpha_spy_m1d": 0.002905691890915829, "alpha_c_m1d": 0.002905691890915829, "bench_spy_m1d": -0.0038315964352940712, "bench_c_m1d": -0.0038315964352940712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012898032750751076, "ret_signed_p1d": -0.012898032750751076, "alpha_spy_p1d": -0.01125596565775, "alpha_c_p1d": -0.01125596565775, "bench_spy_p1d": -0.0016420670930010761, "bench_c_p1d": -0.0016420670930010761, "ret_p1w": -0.027528105508280443, "ret_signed_p1w": -0.027528105508280443, "alpha_spy_p1w": -0.018034249168426775, "alpha_c_p1w": -0.018034249168426775, "bench_spy_p1w": -0.009493856339853668, "bench_c_p1w": -0.009493856339853668, "ret_p1m": -0.20650525869751424, "ret_signed_p1m": -0.20650525869751424, "alpha_spy_p1m": -0.21259511027323152, "alpha_c_p1m": -0.21259511027323152, "bench_spy_p1m": 0.006089851575717287, "bench_c_p1m": 0.006089851575717287, "ret_p3m": -0.17728395902860605, "ret_signed_p3m": -0.17728395902860605, "alpha_spy_p3m": -0.2181522610069927, "alpha_c_p3m": -0.2181522610069927, "bench_spy_p3m": 0.040868301978386645, "bench_c_p3m": 0.040868301978386645, "ret_p6m": -0.09340662114992726, "ret_signed_p6m": -0.09340662114992726, "alpha_spy_p6m": -0.015143493616795567, "alpha_c_p6m": -0.015143493616795567, "bench_spy_p6m": -0.0782631275331317, "bench_c_p6m": -0.0782631275331317, "ret_p1y": -0.1082027817799921, "ret_signed_p1y": -0.1082027817799921, "alpha_spy_p1y": -0.2644299464348575, "alpha_c_p1y": -0.2644299464348575, "bench_spy_p1y": 0.1562271646548654, "bench_c_p1y": 0.1562271646548654, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20650525869751424, "alpha_spy_stated": -0.21259511027323152, "alpha_c_stated": -0.21259511027323152, "price_path": [-0.058, -0.0446, -0.0646, -0.1067, -0.1247, -0.1213, -0.1404, -0.1251, -0.0944, -0.1249, -0.1566, -0.1371, -0.16, -0.0804, -0.03, -0.0379, -0.0122, 0.0135, 0.0148, 0.0045, 0.0042, 0.0349, 0.037, 0.0394, 0.0379, 0.0355, 0.0398, 0.0337, 0.0242, 0.0458, 0.042, 0.0309, -0.0057, -0.0166, -0.0106, -0.0182, 0.0032, 0.0186, 0.0063, 0.0061, -0.0128, -0.0142, -0.0032, 0.0038, 0.0006, 0.007, 0.0072, -0.0094, -0.0438, -0.0349, -0.0365, -0.0293, -0.0353, -0.0336, -0.0213, -0.0046, 0.0019, -0.0079, 0.0153, 0.0126, -0.0051, -0.0017, -0.0009, 0.0, -0.0129, -0.0096, -0.016, -0.029, -0.0275, -0.0244, -0.0157, -0.0775, -0.0961, -0.1079, -0.1218, -0.1219, -0.1542, -0.1313, -0.0942, -0.0932, -0.108, -0.1156, -0.1435, -0.1858, -0.2065, -0.2037, -0.1779, -0.1817, -0.1838, -0.1762, -0.1387, -0.14, -0.1321, -0.1273, -0.1125, -0.0945, -0.0991, -0.0979, -0.1232, -0.1275, -0.1314, -0.1463, -0.1389, -0.15, -0.1504, -0.1656, -0.1734, -0.1622, -0.1311, -0.1318, -0.1335, -0.1454, -0.1556, -0.1576, -0.151, -0.1467, -0.1652, -0.1562, -0.141, -0.1272, -0.1298, -0.1872, -0.1852, -0.1733, -0.2081, -0.19, -0.1773, -0.1635, -0.143, -0.1182, -0.1216, -0.1226, -0.1017, -0.115, -0.1157, -0.0986, -0.081, -0.0503, -0.0416, -0.0519, -0.0561, -0.0474, -0.0487, -0.0772, -0.063, -0.0523, -0.0456, -0.045, -0.0366, -0.0143, 0.0001, -0.0106, 0.0063, 0.0162, -0.0042, 0.0162, -0.0023, -0.0495, -0.093, -0.0993, -0.1017, -0.1238, -0.1108, -0.0985, -0.101, -0.0851, -0.079, -0.0845, -0.0546, -0.0683, -0.0963, -0.1019, -0.101, -0.0972, -0.1198, -0.1056, -0.1375, -0.1931, -0.2089, -0.2062, -0.1762, -0.212, -0.1994, -0.1755, -0.1724, -0.1967, -0.0819, -0.1059, -0.0955, -0.0934]}
{"unit_id": "quote:1858189436804043168", "ticker_idx": 0, "ts": "2024-11-17T16:44:19+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks like the RFK Jr. situation probably keeps obesity names under significant pressure in the near term", "tweet_type": "analysis", "timeline": "weeks", "summary": "RFK Jr. hostility toward GLP-1 drugs keeps obesity-drug names under pressure near term.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Looks like the RFK Jr. situation probably keeps obesity names under significant pressure in the near term 😬😬😬 \n\n$LLY $NVO $VKTX $AMGN $ALT $TERN $GPCR $ZEAL", "reply_text": null, "parent_text": null, "quoted_text": "RFK Jr, who’s pledged to make a significant dent in chronic diseases including diabetes in the U.S. within 2 years, says Ozempic is sold to Americans because “we’re so stupid and so addicted to drugs” https://t.co/YaCZnsZyw4", "parent_author": null, "ret_m1d": 0.009570377007978692, "ret_signed_m1d": -0.009570377007978692, "alpha_spy_m1d": -0.013650960968879633, "alpha_c_m1d": -0.010274895226201952, "bench_spy_m1d": -0.004080583960900941, "bench_c_m1d": -0.0007045182182232601, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04886983672070566, "ret_signed_p1d": -0.04886983672070566, "alpha_spy_p1d": -0.04521436212962193, "alpha_c_p1d": -0.05401276454394521, "bench_spy_p1d": 0.0036554745910837294, "bench_c_p1d": -0.0051429278232395514, "ret_p1w": 0.058643881741434534, "ret_signed_p1w": -0.058643881741434534, "alpha_spy_p1w": -0.042695608253135786, "alpha_c_p1w": -0.03433761702420335, "bench_spy_p1w": 0.015948273488298748, "bench_c_p1w": 0.024306264717231185, "ret_p1m": -0.22052538579630776, "ret_signed_p1m": 0.22052538579630776, "alpha_spy_p1m": 0.21734585577621512, "alpha_c_p1m": 0.18797664411439496, "bench_spy_p1m": -0.0031795300200926357, "bench_c_p1m": -0.032548741681912796, "ret_p3m": -0.30625128748943986, "ret_signed_p3m": 0.30625128748943986, "alpha_spy_p3m": 0.3297303724049836, "alpha_c_p3m": 0.3425552160970835, "bench_spy_p3m": 0.023479084915543735, "bench_c_p3m": 0.03630392860764364, "ret_p6m": -0.4353492323844258, "ret_signed_p6m": 0.4353492323844258, "alpha_spy_p6m": 0.43307499257190607, "alpha_c_p6m": 0.3628431082618875, "bench_spy_p6m": -0.0022742398125197294, "bench_c_p6m": -0.07250612412253832, "ret_p1y": -0.3021787816769008, "ret_signed_p1y": 0.3021787816769008, "alpha_spy_p1y": 0.4251290110495647, "alpha_c_p1y": 0.38802242320964564, "bench_spy_p1y": 0.12295022937266387, "bench_c_p1y": 0.08584364153274482, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22052538579630776, "alpha_spy_stated": 0.21734585577621512, "alpha_c_stated": 0.18797664411439496, "price_path": [0.3468, 0.3187, 0.3103, 0.316, 0.3341, 0.2505, 0.2454, 0.2757, 0.3056, 0.189, 0.1831, 0.1279, 0.1022, 0.1155, 0.1128, 0.2386, 0.279, 0.3588, 0.3663, 0.2816, 0.3124, 0.3879, 0.4349, 0.3238, 0.261, 0.2855, 0.269, 0.2549, 0.2891, 0.2625, 0.3172, 0.3054, 0.3227, 0.283, 0.3578, 0.2755, 0.2716, 0.3407, 0.3398, 0.3313, 0.3409, 0.3157, 0.3398, 0.3101, 0.2631, 0.2297, 0.4909, 0.5889, 0.5174, 0.4936, 0.461, 0.4771, 0.484, 0.2857, 0.316, 0.3413, 0.402, 0.3944, 0.2822, 0.234, 0.1212, 0.0908, 0.0096, 0.0, 0.0489, 0.0493, 0.0513, 0.0709, 0.0586, 0.0878, 0.11, 0.078, 0.0489, 0.0234, 0.0434, 0.0157, 0.0344, 0.0252, -0.0257, 0.002, -0.0252, -0.0424, -0.0383, -0.0491, -0.2205, -0.1552, -0.1397, -0.1383, -0.1377, -0.1309, -0.1619, -0.1902, -0.1806, -0.1627, -0.1267, -0.134, -0.1517, -0.1733, -0.1996, -0.2083, -0.3091, -0.2902, -0.337, -0.3352, -0.3307, -0.3067, -0.2885, -0.2975, -0.3187, -0.3012, -0.3193, -0.314, -0.3331, -0.3582, -0.3409, -0.3179, -0.3594, -0.337, -0.3857, -0.3899, -0.403, -0.3993, -0.3794, -0.4042, -0.3425, -0.3559, -0.3063, -0.4054, -0.4233, -0.4335, -0.4162, -0.4121, -0.4767, -0.428, -0.4311, -0.416, -0.4075, -0.4307, -0.46, -0.3983, -0.3946, -0.371, -0.3926, -0.4001, -0.3877, -0.4227, -0.4105, -0.4038, -0.4303, -0.4637, -0.4679, -0.4777, -0.5082, -0.5131, -0.4771, -0.5068, -0.5394, -0.5667, -0.5932, -0.5296, -0.5618, -0.5475, -0.4997, -0.5294, -0.5194, -0.5125, -0.517, -0.4812, -0.4749, -0.4775, -0.4911, -0.4718, -0.4311, -0.4121, -0.4173, -0.4022, -0.3995, -0.45, -0.4388, -0.4329, -0.439, -0.4237, -0.4352, -0.459, -0.4421, -0.4211, -0.44, -0.4162, -0.4451, -0.4353]}
{"unit_id": "quote:1858189436804043168", "ticker_idx": 1, "ts": "2024-11-17T16:44:19+00:00", "symbol": "GPCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks like the RFK Jr. situation probably keeps obesity names under significant pressure in the near term", "tweet_type": "analysis", "timeline": "weeks", "summary": "RFK Jr. hostility toward GLP-1 drugs keeps obesity-drug names under pressure near term.", "resolved_tickers": ["GPCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Looks like the RFK Jr. situation probably keeps obesity names under significant pressure in the near term 😬😬😬 \n\n$LLY $NVO $VKTX $AMGN $ALT $TERN $GPCR $ZEAL", "reply_text": null, "parent_text": null, "quoted_text": "RFK Jr, who’s pledged to make a significant dent in chronic diseases including diabetes in the U.S. within 2 years, says Ozempic is sold to Americans because “we’re so stupid and so addicted to drugs” https://t.co/YaCZnsZyw4", "parent_author": null, "ret_m1d": 0.07622041476993102, "ret_signed_m1d": -0.07622041476993102, "alpha_spy_m1d": -0.08030099873083196, "alpha_c_m1d": -0.07692493298815428, "bench_spy_m1d": -0.004080583960900941, "bench_c_m1d": -0.0007045182182232601, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03244090643454722, "ret_signed_p1d": -0.03244090643454722, "alpha_spy_p1d": -0.028785431843463494, "alpha_c_p1d": -0.037583834257786775, "bench_spy_p1d": 0.0036554745910837294, "bench_c_p1d": -0.0051429278232395514, "ret_p1w": 0.0711810494971088, "ret_signed_p1w": -0.0711810494971088, "alpha_spy_p1w": -0.05523277600881005, "alpha_c_p1w": -0.04687478477987761, "bench_spy_p1w": 0.015948273488298748, "bench_c_p1w": 0.024306264717231185, "ret_p1m": -0.12125985453447963, "ret_signed_p1m": 0.12125985453447963, "alpha_spy_p1m": 0.11808032451438699, "alpha_c_p1m": 0.08871111285256683, "bench_spy_p1m": -0.0031795300200926357, "bench_c_p1m": -0.032548741681912796, "ret_p3m": -0.2514960822157972, "ret_signed_p3m": 0.2514960822157972, "alpha_spy_p3m": 0.27497516713134096, "alpha_c_p3m": 0.28780001082344087, "bench_spy_p3m": 0.023479084915543735, "bench_c_p3m": 0.03630392860764364, "ret_p6m": -0.223622059258889, "ret_signed_p6m": 0.223622059258889, "alpha_spy_p6m": 0.22134781944636928, "alpha_c_p6m": 0.1511159351363507, "bench_spy_p6m": -0.0022742398125197294, "bench_c_p6m": -0.07250612412253832, "ret_p1y": 0.08157480795552408, "ret_signed_p1y": -0.08157480795552408, "alpha_spy_p1y": 0.04137542141713979, "alpha_c_p1y": 0.004268833577220743, "bench_spy_p1y": 0.12295022937266387, "bench_c_p1y": 0.08584364153274482, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12125985453447963, "alpha_spy_stated": 0.11808032451438699, "alpha_c_stated": 0.08871111285256683, "price_path": [0.2683, 0.2485, 0.2331, 0.2532, 0.2787, 0.2935, 0.2394, 0.2069, 0.2009, 0.2022, 0.1928, 0.2085, 0.1638, 0.109, 0.0841, 0.2485, 0.269, 0.2863, 0.2598, 0.2107, 0.205, 0.2205, 0.3203, 0.3339, 0.3865, 0.3213, 0.308, 0.315, 0.3824, 0.3288, 0.3698, 0.332, 0.354, 0.2718, 0.2756, 0.269, 0.2239, 0.2069, 0.1534, 0.1433, 0.228, 0.2479, 0.2441, 0.2227, 0.2413, 0.1991, 0.1798, 0.1839, 0.1792, 0.2296, 0.1924, 0.2961, 0.2957, 0.2517, 0.2378, 0.2079, 0.2079, 0.1975, 0.2189, 0.1644, 0.1455, 0.1871, 0.0762, 0.0, 0.0324, 0.0302, -0.052, 0.0523, 0.0712, 0.0627, 0.063, 0.0441, 0.069, 0.0472, 0.0567, -0.0161, 0.0504, 0.0935, 0.0928, 0.0787, -0.0013, -0.0157, -0.0236, -0.0085, -0.1213, -0.0561, -0.1213, -0.0998, -0.1102, -0.0696, -0.0854, -0.1613, -0.1458, -0.1121, -0.1257, -0.1339, -0.1439, -0.1483, -0.2044, -0.2076, -0.2006, -0.1531, -0.1502, -0.1477, -0.1074, -0.12, -0.1194, -0.1112, -0.1055, -0.0957, -0.0315, -0.045, -0.0561, -0.1071, -0.0567, -0.0331, -0.0545, -0.137, -0.235, -0.2189, -0.2337, -0.2324, -0.2318, -0.2844, -0.2488, -0.2633, -0.2515, -0.3376, -0.3357, -0.3739, -0.2813, -0.252, -0.2964, -0.2917, -0.2891, -0.2589, -0.2876, -0.365, -0.3534, -0.3254, -0.3575, -0.337, -0.3137, -0.3351, -0.2891, -0.3112, -0.3395, -0.337, -0.3594, -0.3701, -0.372, -0.3773, -0.4548, -0.5027, -0.4661, -0.4857, -0.5238, -0.5493, -0.5543, -0.5191, -0.526, -0.4992, -0.4031, -0.4047, -0.4164, -0.3146, -0.2724, -0.2743, -0.2655, -0.2551, -0.2523, -0.2561, -0.1839, -0.1496, -0.1392, -0.1468, -0.1324, -0.2022, -0.1622, -0.1553, -0.1946, -0.2246, -0.2476, -0.2499, -0.2306, -0.2072, -0.2126, -0.223, -0.2394, -0.2236]}
{"unit_id": "quote:1857478868644340140", "ticker_idx": 0, "ts": "2024-11-15T17:40:47+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There was, in fact, nothing to pull $VKTX out of a downward drift back to the $40s. Not going to lie though, it's been more of a crash than a drift. $VKTX is at the very beginning of a huge catalyst desert for the obesity franchise.", "tweet_type": "sarcasm", "timeline": "months", "summary": "Bearish VKTX; crash ongoing with no near-term catalyst as obesity franchise enters prolonged catalyst desert.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Narrorator: “There was, in fact, nothing to pull $VKTX out of a downward drift back to the $40s.”\n\nNot going to lie though, it’s been more of a crash than a drift.  I didn’t expect it to go this fast.  Troubled macro market doesn’t help the fact that $VKTX is at the very beginning of a huge catalyst desert for the obesity franchise.", "reply_text": null, "parent_text": null, "quoted_text": "$VKTX \n\nNow what’s the catalyst to pull it out of a downward drift back to the $40s where it recently traded? https://t.co/Pe5LXvUkIC", "parent_author": null, "ret_m1d": 0.0804759523278269, "ret_signed_m1d": -0.0804759523278269, "alpha_spy_m1d": -0.06750112293536992, "alpha_c_m1d": -0.06158133179589331, "bench_spy_m1d": 0.012974829392456977, "bench_c_m1d": 0.01889462053193358, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009479653153395717, "ret_signed_p1d": 0.009479653153395717, "alpha_spy_p1d": 0.013576956504634752, "alpha_c_p1d": 0.010184668067470093, "bench_spy_p1d": 0.0040973033512390344, "bench_c_p1d": 0.0007050149140743756, "ret_p1w": 0.06070992759923377, "ret_signed_p1w": -0.06070992759923377, "alpha_spy_p1w": -0.044047525190661796, "alpha_c_p1w": -0.04435336075796781, "bench_spy_p1w": 0.016662402408571975, "bench_c_p1w": 0.016356566841265963, "ret_p1m": -0.05808795808295697, "ret_signed_p1m": 0.05808795808295697, "alpha_spy_p1m": 0.08973938720492591, "alpha_c_p1m": 0.03954612105148825, "bench_spy_p1m": 0.031651429121968944, "bench_c_p1m": -0.018541837031468722, "ret_p3m": -0.36204118611074776, "ret_signed_p3m": 0.36204118611074776, "alpha_spy_p3m": 0.4075969678173146, "alpha_c_p3m": 0.40467068305141374, "bench_spy_p3m": 0.04555578170656682, "bench_c_p3m": 0.04262949694066598, "ret_p6m": -0.45038323933800617, "ret_signed_p6m": 0.45038323933800617, "alpha_spy_p6m": 0.45180182295351423, "alpha_c_p6m": 0.38585378186050867, "bench_spy_p6m": 0.0014185836155080622, "bench_c_p6m": -0.0645294574774975, "ret_p1y": -0.2730939978918374, "ret_signed_p1y": 0.2730939978918374, "alpha_spy_p1y": 0.4180977017349654, "alpha_c_p1y": 0.36623358996148525, "bench_spy_p1y": 0.145003703843128, "bench_c_p1y": 0.09313959206964784, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05808795808295697, "alpha_spy_stated": 0.08973938720492591, "alpha_c_stated": 0.03954612105148825, "price_path": [0.3439, 0.334, 0.3062, 0.2979, 0.3035, 0.3215, 0.2386, 0.2336, 0.2636, 0.2933, 0.1777, 0.1718, 0.1172, 0.0918, 0.1049, 0.1023, 0.2269, 0.2668, 0.3459, 0.3534, 0.2695, 0.2999, 0.3747, 0.4213, 0.3112, 0.2491, 0.2733, 0.257, 0.243, 0.2769, 0.2505, 0.3048, 0.2931, 0.3102, 0.2709, 0.3449, 0.2634, 0.2596, 0.328, 0.3271, 0.3187, 0.3282, 0.3032, 0.3271, 0.2977, 0.2511, 0.218, 0.4768, 0.5738, 0.503, 0.4794, 0.4472, 0.4631, 0.4699, 0.2735, 0.3035, 0.3286, 0.3887, 0.3812, 0.2701, 0.2223, 0.1105, 0.0805, 0.0, -0.0095, 0.0389, 0.0393, 0.0413, 0.0607, 0.0486, 0.0775, 0.0994, 0.0678, 0.0389, 0.0137, 0.0335, 0.0061, 0.0246, 0.0155, -0.0349, -0.0075, -0.0345, -0.0514, -0.0474, -0.0581, -0.2279, -0.1632, -0.1478, -0.1464, -0.1458, -0.1392, -0.1698, -0.1979, -0.1884, -0.1706, -0.1349, -0.1422, -0.1597, -0.1811, -0.2071, -0.2158, -0.3157, -0.2969, -0.3433, -0.3415, -0.337, -0.3132, -0.2953, -0.3042, -0.3251, -0.3078, -0.3257, -0.3205, -0.3395, -0.3643, -0.3471, -0.3243, -0.3655, -0.3433, -0.3915, -0.3957, -0.4086, -0.405, -0.3852, -0.4098, -0.3487, -0.362, -0.3128, -0.4111, -0.4288, -0.4389, -0.4217, -0.4177, -0.4816, -0.4334, -0.4365, -0.4215, -0.4131, -0.4361, -0.4651, -0.404, -0.4004, -0.377, -0.3983, -0.4058, -0.3935, -0.4282, -0.4161, -0.4094, -0.4357, -0.4687, -0.473, -0.4827, -0.5129, -0.5177, -0.482, -0.5115, -0.5438, -0.5708, -0.597, -0.5341, -0.566, -0.5518, -0.5044, -0.5339, -0.524, -0.5171, -0.5216, -0.4861, -0.4798, -0.4825, -0.496, -0.4768, -0.4365, -0.4177, -0.4229, -0.4078, -0.4052, -0.4552, -0.4441, -0.4383, -0.4443, -0.4292, -0.4406, -0.4641, -0.4474, -0.4266, -0.4453, -0.4217, -0.4504]}
{"unit_id": "reply:1834891175729168514", "ticker_idx": 0, "ts": "2024-09-14T09:45:21+00:00", "symbol": "BNTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These results look excellent if that is an appropriate comparison.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish BNTX: PD-L1 x VEGF data looks excellent vs KN-789 pembro+chemo comparator that failed on OS with 29% ORR.", "resolved_tickers": ["BNTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BertrandBio $BNTX comparator study KN-789 you think?  Pembro+Chemo in this setting *failed* on OS and had ORR of 29%. \nhttps://t.co/acMdvJsfGB\n\nThese results look excellent if that is an appropriate comparison.", "reply_text": null, "parent_text": "$bntx pd-l1 x VEGF in 2L+ EGFRm NSCLC #esmo24 $smmt $til https://t.co/L37bAU6KWT", "quoted_text": null, "parent_author": "BertrandBio", "ret_m1d": -0.0005669368602264635, "ret_signed_m1d": -0.0005669368602264635, "alpha_spy_m1d": 0.0009078119107421845, "alpha_c_m1d": 0.006301619900067723, "bench_spy_m1d": -0.001474748770968648, "bench_c_m1d": -0.006868556760294187, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010042908006075324, "ret_signed_p1d": 0.010042908006075324, "alpha_spy_p1d": 0.009634396491045916, "alpha_c_p1d": 0.020345793133829893, "bench_spy_p1d": 0.0004085115150294083, "bench_c_p1d": -0.010302885127754569, "ret_p1w": -0.0843929542878964, "ret_signed_p1w": -0.0843929542878964, "alpha_spy_p1w": -0.09963220993551258, "alpha_c_p1w": -0.06999350886714417, "bench_spy_p1w": 0.01523925564761619, "bench_c_p1w": -0.014399445420752222, "ret_p1m": -0.0481088716504382, "ret_signed_p1m": -0.0481088716504382, "alpha_spy_p1m": -0.08136581629068951, "alpha_c_p1m": -0.023815337349443744, "bench_spy_p1m": 0.03325694464025131, "bench_c_p1m": -0.024293534300994457, "ret_p3m": -0.025026354067671508, "ret_signed_p3m": -0.025026354067671508, "alpha_spy_p3m": -0.10182130149068536, "alpha_c_p3m": 0.07497456569889172, "bench_spy_p3m": 0.07679494742301385, "bench_c_p3m": -0.10000091976656322, "ret_p6m": -0.1959990632411116, "ret_signed_p6m": -0.1959990632411116, "alpha_spy_p6m": -0.2101133581025031, "alpha_c_p6m": -0.13809795854148432, "bench_spy_p6m": 0.014114294861391485, "bench_c_p6m": -0.05790110469962728, "ret_p1y": -0.21997249043158884, "ret_signed_p1y": -0.21997249043158884, "alpha_spy_p1y": -0.41126744307200525, "alpha_c_p1y": -0.10910982737547248, "bench_spy_p1y": 0.1912949526404164, "bench_c_p1y": -0.11086266305611636, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0481088716504382, "alpha_spy_stated": -0.08136581629068951, "alpha_c_stated": -0.023815337349443744, "price_path": [-0.2542, -0.2837, -0.3013, -0.3044, -0.3145, -0.2985, -0.3166, -0.3317, -0.349, -0.3492, -0.3615, -0.3621, -0.3532, -0.3513, -0.3481, -0.3479, -0.3415, -0.314, -0.312, -0.3176, -0.2968, -0.2997, -0.3005, -0.3078, -0.3028, -0.3075, -0.3266, -0.3142, -0.304, -0.2985, -0.2975, -0.3019, -0.3466, -0.3358, -0.3654, -0.3561, -0.3581, -0.3478, -0.3456, -0.347, -0.3291, -0.3128, -0.2934, -0.31, -0.2716, -0.283, -0.2793, -0.2935, -0.2857, -0.2912, -0.2945, -0.2857, -0.2905, -0.2855, -0.2873, -0.279, -0.2699, -0.2716, -0.1858, -0.185, -0.196, -0.1496, -0.0006, 0.0, 0.01, -0.0636, -0.0888, -0.0906, -0.0844, -0.0405, -0.0621, -0.0472, -0.0425, -0.0381, -0.0287, -0.0362, -0.0297, -0.0064, -0.0156, -0.0257, -0.0486, -0.0413, -0.0239, -0.027, -0.0481, -0.0464, -0.0729, -0.0948, -0.0963, -0.102, -0.1012, -0.0951, -0.1052, -0.0827, -0.0766, -0.0772, -0.084, -0.0971, -0.1174, -0.1012, -0.1363, -0.1263, -0.1039, -0.1194, -0.1389, -0.0971, -0.1613, -0.1924, -0.1749, -0.1383, -0.1728, -0.1234, -0.0837, -0.0219, -0.0399, -0.0223, -0.0411, -0.0508, -0.0638, -0.071, -0.0375, -0.0142, -0.0215, -0.0536, -0.0334, -0.0225, -0.025, -0.0749, -0.0492, -0.0961, -0.0982, -0.0841, -0.0807, -0.0756, -0.0786, -0.0771, -0.0882, -0.0771, -0.0662, -0.0622, -0.0264, 0.0276, -0.0107, -0.005, -0.0788, -0.0894, -0.0794, -0.0867, -0.0935, -0.0504, -0.0672, -0.0109, -0.0432, -0.0301, 0.0067, -0.0187, -0.021, 0.0024, -0.0296, -0.0513, -0.0088, -0.0286, -0.0475, -0.0664, -0.0726, -0.0938, -0.0056, -0.0295, -0.0058, -0.0315, -0.0453, -0.028, -0.0526, -0.1012, -0.0767, -0.1188, -0.0854, -0.0965, -0.1119, -0.0705, -0.1024, -0.119, -0.1468, -0.2031, -0.1876, -0.2106, -0.1944, -0.1831, -0.1985, -0.196]}
{"unit_id": "orig:1849520294781673558", "ticker_idx": 0, "ts": "2024-10-24T18:36:15+00:00", "symbol": "PHVS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PHVS has a safe once-daily oral pill coming that looks *more* efficacious than $NTLA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PHVS over NTLA in HAE: oral pill shows superior efficacy (93% attack reduction) vs NTLA's gene editing with uncertain long-term safety.", "resolved_tickers": ["PHVS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "For anyone still clinging to hope for $NTLA in HAE, you might want to refresh on what the treatment landscape looks like.  Injectables already dominate the market, and $PHVS has a safe once-daily oral pill coming that looks *more* efficacious than $NTLA.\n\n$PHVS with 93% attack reduction at 18 months.  $NTLA doesn't provide a specific number for that timepoint of course, but doesn't look much better than their 79.5% during the observation period. \n\nWhy would you choose to be one of the first humans to have your genome experimentally edited with uncertain long term consequences when you could just take a pill once a day (something most HAE patients are *ALREADY* doing anyway...)?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.041256407122091776, "ret_signed_m1d": 0.041256407122091776, "alpha_spy_m1d": 0.04341443456370986, "alpha_c_m1d": 0.034630337691970325, "bench_spy_m1d": -0.0021580274416180822, "bench_c_m1d": 0.006626069430121451, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017815244356577553, "ret_signed_p1d": 0.017815244356577553, "alpha_spy_p1d": 0.018160649187277, "alpha_c_p1d": 0.023303460473025006, "bench_spy_p1d": -0.0003454048306994473, "bench_c_p1d": -0.005488216116447453, "ret_p1w": 0.1659634753018917, "ret_signed_p1w": 0.1659634753018917, "alpha_spy_p1w": 0.1842632641124312, "alpha_c_p1w": 0.1829635593699117, "bench_spy_p1w": -0.018299788810539508, "bench_c_p1w": -0.017000084068020005, "ret_p1m": 0.04500707900867584, "ret_signed_p1m": 0.04500707900867584, "alpha_spy_p1m": 0.016918525898973247, "alpha_c_p1m": 0.08014520528135771, "bench_spy_p1m": 0.028088553109702596, "bench_c_p1m": -0.03513812627268187, "ret_p3m": -0.1561181404414873, "ret_signed_p3m": -0.1561181404414873, "alpha_spy_p3m": -0.2032740725490063, "alpha_c_p3m": -0.14121556395583668, "bench_spy_p3m": 0.047155932107519005, "bench_c_p3m": -0.014902576485650632, "ret_p6m": -0.19034221661811257, "ret_signed_p6m": -0.19034221661811257, "alpha_spy_p6m": -0.15342960242724324, "alpha_c_p6m": -0.13038589005934786, "bench_spy_p6m": -0.03691261419086933, "bench_c_p6m": -0.059956326558764705, "ret_p1y": 0.06188465539360721, "ret_signed_p1y": 0.06188465539360721, "alpha_spy_p1y": -0.1386762940954529, "alpha_c_p1y": 0.07100037512801938, "bench_spy_p1y": 0.20056094948906011, "bench_c_p1y": -0.009115719734412164, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04500707900867584, "alpha_spy_stated": 0.016918525898973247, "alpha_c_stated": 0.08014520528135771, "price_path": [-0.1842, -0.1842, -0.1992, -0.1964, -0.2527, -0.2414, -0.1927, -0.1908, -0.18, -0.2283, -0.2461, -0.2625, -0.143, -0.2077, -0.1003, -0.121, -0.1233, -0.1641, -0.166, -0.1463, -0.1632, -0.1055, -0.1327, -0.158, -0.1889, -0.1561, -0.1772, -0.1885, -0.1045, -0.1036, -0.0694, 0.0033, -0.0164, -0.038, -0.0192, -0.0342, -0.0506, -0.0502, -0.0113, -0.0853, -0.1055, -0.1097, -0.12, -0.1144, -0.1308, -0.1317, -0.136, -0.1411, -0.1613, -0.1467, -0.1481, -0.1608, -0.1603, -0.1641, -0.075, -0.0361, -0.0239, 0.008, -0.0038, -0.0061, 0.0614, 0.0483, 0.0413, 0.0, 0.0178, 0.0947, 0.1135, 0.1627, 0.166, 0.1322, 0.1219, 0.0881, 0.1725, 0.0464, 0.06, -0.0038, -0.0699, -0.0605, -0.0366, -0.0459, -0.0192, -0.0384, -0.0389, -0.0136, 0.045, 0.1106, 0.1329, 0.0483, 0.0267, -0.1022, -0.0727, -0.0624, -0.0849, -0.106, -0.1308, -0.1421, -0.09, -0.1083, -0.1374, -0.1327, -0.1331, -0.1327, -0.1088, -0.0825, -0.1125, -0.1172, -0.0858, -0.0891, -0.1083, -0.1013, -0.1308, -0.1313, -0.1533, -0.0985, -0.1308, -0.1655, -0.2307, -0.2499, -0.2194, -0.1819, -0.1392, -0.1036, -0.0839, -0.0942, -0.1214, -0.1552, -0.1561, -0.173, -0.1688, -0.1749, -0.1964, -0.195, -0.1782, -0.1439, -0.1425, -0.1629, -0.1782, -0.1702, -0.1857, -0.1903, -0.2039, -0.21, -0.2264, -0.2269, -0.2593, -0.2714, -0.2752, -0.2705, -0.2546, -0.2818, -0.2757, -0.2972, -0.2757, -0.2963, -0.3015, -0.2475, -0.2494, -0.2072, -0.2185, -0.2264, -0.2518, -0.2461, -0.2752, -0.278, -0.2747, -0.285, -0.2743, -0.27, -0.2593, -0.2639, -0.3047, -0.2991, -0.3146, -0.3305, -0.3807, -0.4454, -0.4233, -0.4421, -0.4374, -0.4083, -0.3465, -0.3568, -0.3436, -0.3202, -0.2925, -0.3052, -0.2579, -0.2105, -0.2002, -0.1903]}
{"unit_id": "orig:1849520294781673558", "ticker_idx": 1, "ts": "2024-10-24T18:36:15+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why would you choose to be one of the first humans to have your genome experimentally edited with uncertain long term consequences when you could just take a pill once a day", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PHVS over NTLA in HAE: oral pill shows superior efficacy (93% attack reduction) vs NTLA's gene editing with uncertain long-term safety.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "For anyone still clinging to hope for $NTLA in HAE, you might want to refresh on what the treatment landscape looks like.  Injectables already dominate the market, and $PHVS has a safe once-daily oral pill coming that looks *more* efficacious than $NTLA.\n\n$PHVS with 93% attack reduction at 18 months.  $NTLA doesn't provide a specific number for that timepoint of course, but doesn't look much better than their 79.5% during the observation period. \n\nWhy would you choose to be one of the first humans to have your genome experimentally edited with uncertain long term consequences when you could just take a pill once a day (something most HAE patients are *ALREADY* doing anyway...)?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.25804416745437564, "ret_signed_m1d": -0.25804416745437564, "alpha_spy_m1d": -0.2602021948959937, "alpha_c_m1d": -0.2514180980242542, "bench_spy_m1d": -0.0021580274416180822, "bench_c_m1d": 0.006626069430121451, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006309112011903872, "ret_signed_p1d": -0.006309112011903872, "alpha_spy_p1d": -0.00665451684260332, "alpha_c_p1d": -0.011797328128351325, "bench_spy_p1d": -0.0003454048306994473, "bench_c_p1d": -0.005488216116447453, "ret_p1w": -0.10283912146441054, "ret_signed_p1w": 0.10283912146441054, "alpha_spy_p1w": 0.08453933265387104, "alpha_c_p1w": 0.08583903739639054, "bench_spy_p1w": -0.018299788810539508, "bench_c_p1w": -0.017000084068020005, "ret_p1m": -0.09779180778739738, "ret_signed_p1m": 0.09779180778739738, "alpha_spy_p1m": 0.12588036089709997, "alpha_c_p1m": 0.06265368151471551, "bench_spy_p1m": 0.028088553109702596, "bench_c_p1m": -0.03513812627268187, "ret_p3m": -0.36845425943430565, "ret_signed_p3m": 0.36845425943430565, "alpha_spy_p3m": 0.41561019154182466, "alpha_c_p3m": 0.353551682948655, "bench_spy_p3m": 0.047155932107519005, "bench_c_p3m": -0.014902576485650632, "ret_p6m": -0.4826498667563581, "ret_signed_p6m": 0.4826498667563581, "alpha_spy_p6m": 0.4457372525654888, "alpha_c_p6m": 0.4226935401975934, "bench_spy_p6m": -0.03691261419086933, "bench_c_p6m": -0.059956326558764705, "ret_p1y": -0.11924292099906553, "ret_signed_p1y": 0.11924292099906553, "alpha_spy_p1y": 0.31980387048812564, "alpha_c_p1y": 0.11012720126465336, "bench_spy_p1y": 0.20056094948906011, "bench_c_p1y": -0.009115719734412164, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09779180778739738, "alpha_spy_stated": 0.12588036089709997, "alpha_c_stated": 0.06265368151471551, "price_path": [0.6719, 0.6997, 0.6574, 0.6536, 0.5861, 0.5047, 0.4088, 0.4189, 0.3445, 0.412, 0.3539, 0.3735, 0.4139, 0.3571, 0.4429, 0.4278, 0.4789, 0.4625, 0.4896, 0.4511, 0.4909, 0.4877, 0.4473, 0.4101, 0.4511, 0.4158, 0.364, 0.342, 0.3205, 0.2442, 0.2511, 0.2694, 0.277, 0.3041, 0.3924, 0.3571, 0.4227, 0.4208, 0.4467, 0.3804, 0.3539, 0.3546, 0.3057, 0.2978, 0.3249, 0.2965, 0.2114, 0.1703, 0.1136, 0.135, 0.1256, 0.1287, 0.1136, 0.1224, 0.1722, 0.2309, 0.2315, 0.2984, 0.3237, 0.33, 0.3041, 0.33, 0.258, 0.0, 0.0063, 0.0309, -0.0543, -0.0959, -0.1028, -0.0656, -0.0448, -0.0265, 0.0132, 0.0095, 0.0555, 0.1041, 0.0505, 0.0164, -0.0461, -0.1186, -0.106, -0.1085, -0.1722, -0.1293, -0.0978, -0.0669, -0.0707, -0.0404, -0.0145, -0.0076, -0.0757, -0.0858, -0.1388, -0.0713, -0.0776, -0.0713, -0.1104, -0.1445, -0.1861, -0.1558, -0.1716, -0.2416, -0.2379, -0.2315, -0.2366, -0.2397, -0.2353, -0.2448, -0.2801, -0.2644, -0.229, -0.2347, -0.1924, -0.2132, -0.2416, -0.3565, -0.3659, -0.3858, -0.3874, -0.4057, -0.4006, -0.3729, -0.3054, -0.2877, -0.3066, -0.3344, -0.3685, -0.3615, -0.3369, -0.3489, -0.3981, -0.3931, -0.3369, -0.3609, -0.3823, -0.3956, -0.4189, -0.4, -0.3918, -0.3249, -0.2726, -0.2252, -0.2271, -0.2322, -0.2738, -0.3243, -0.3186, -0.3148, -0.3634, -0.4038, -0.4262, -0.4091, -0.3754, -0.347, -0.4032, -0.4132, -0.3931, -0.4183, -0.4233, -0.3956, -0.4202, -0.4132, -0.4511, -0.4322, -0.4126, -0.4492, -0.4757, -0.47, -0.4909, -0.5514, -0.5801, -0.5394, -0.5653, -0.5817, -0.5874, -0.6038, -0.5533, -0.5729, -0.5325, -0.5268, -0.5356, -0.5672, -0.5438, -0.5003, -0.4757, -0.4896, -0.4839, -0.4757, -0.465, -0.4826]}
{"unit_id": "quote:1890410775413424601", "ticker_idx": 0, "ts": "2025-02-14T14:40:25+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is not priced *close* to correctly if even a fraction of cardiologists are behaving this way.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish BBIO: 90%+ Attruby adoption among naive patients means stock is massively underpriced if even a fraction of cardiologists are behaving similarly.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$BBIO 90% of “incident” population to Attruby??? \n\nLOL.  This is not priced *close* to correctly if even a fraction of cardiologists are behaving this way.", "reply_text": null, "parent_text": null, "quoted_text": "Mizuho $BBIO Outperform Salim PT $53.00\nAttruby Doc Call ==&gt; ~90%+ of Naive Pts on Attruby; 25 patients by one KOL -Smooth Reimbursement Process; and More\nYesterday, we hosted a KOL call to discuss Attruby's US early launch and the broader ATTR-CM landscape", "parent_author": null, "ret_m1d": -0.09570206057039454, "ret_signed_m1d": -0.09570206057039454, "alpha_spy_m1d": -0.09575123995683954, "alpha_c_m1d": -0.10668262931047112, "bench_spy_m1d": 4.917938644499742e-05, "bench_c_m1d": 0.01098056874007658, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690544775908953, "ret_signed_p1d": 0.01690544775908953, "alpha_spy_p1d": 0.013969550391072616, "alpha_c_p1d": 0.018839356969045484, "bench_spy_p1d": 0.0029358973680169154, "bench_c_p1d": -0.001933909209955953, "ret_p1w": 0.03868190301138097, "ret_signed_p1w": 0.03868190301138097, "alpha_spy_p1w": 0.05916730661021241, "alpha_c_p1w": 0.01920692797529444, "bench_spy_p1w": -0.020485403598831442, "bench_c_p1w": 0.019474975036086528, "ret_p1m": -0.0776505094752048, "ret_signed_p1m": -0.0776505094752048, "alpha_spy_p1m": 0.0021920716870741375, "alpha_c_p1m": -0.09173872743401923, "bench_spy_p1m": -0.07984258116227894, "bench_c_p1m": 0.01408821795881443, "ret_p3m": -0.03037253085805769, "ret_signed_p3m": -0.03037253085805769, "alpha_spy_p3m": -0.007881870868655216, "alpha_c_p3m": 0.04694184519053979, "bench_spy_p3m": -0.022490659989402473, "bench_c_p3m": -0.07731437604859748, "ret_p6m": 0.4045844789265858, "ret_signed_p6m": 0.4045844789265858, "alpha_spy_p6m": 0.34317296740679826, "alpha_c_p6m": 0.45798938014442847, "bench_spy_p6m": 0.06141151151978752, "bench_c_p6m": -0.05340490121784269, "ret_p1y": 1.1183380250099848, "ret_signed_p1y": 1.1183380250099848, "alpha_spy_p1y": 0.9795006460696773, "alpha_c_p1y": 1.0103046301094065, "bench_spy_p1y": 0.13883737894030745, "bench_c_p1y": 0.10803339490057828, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0776505094752048, "alpha_spy_stated": 0.0021920716870741375, "alpha_c_stated": -0.09173872743401923, "price_path": [-0.2946, -0.2897, -0.3092, -0.3203, -0.3596, -0.3542, -0.3398, -0.3341, -0.3289, -0.2209, -0.2424, -0.2123, -0.2238, -0.2378, -0.2384, -0.2235, -0.2361, -0.1751, -0.1547, -0.1679, -0.1696, -0.2072, -0.2123, -0.206, -0.2029, -0.2556, -0.249, -0.241, -0.2043, -0.1825, -0.1865, -0.198, -0.2172, -0.2138, -0.192, -0.1943, -0.1903, -0.1734, -0.1562, -0.1668, -0.0335, 0.0202, 0.0029, -0.0226, -0.0318, 0.0338, 0.0269, 0.0628, 0.0771, 0.0507, 0.0404, 0.0447, 0.0307, -0.0198, -0.1109, -0.055, -0.039, -0.063, -0.0874, -0.09, -0.1083, -0.0845, -0.0957, 0.0, 0.0169, 0.0398, 0.0546, 0.0559, 0.0387, -0.0158, -0.0415, -0.0186, 0.0, -0.0542, -0.039, 0.002, -0.0765, -0.0954, -0.1003, -0.0734, -0.0662, -0.0742, -0.0553, -0.0542, -0.0777, -0.033, -0.0284, -0.0037, 0.0665, 0.0527, 0.0344, 0.043, 0.006, -0.0095, -0.0539, -0.008, -0.0238, -0.1011, -0.1212, -0.1364, -0.0579, -0.0742, -0.0284, -0.0014, -0.0189, -0.0301, -0.0295, -0.0398, -0.0206, 0.0095, 0.0304, 0.0403, 0.0284, 0.0436, 0.0991, 0.1003, 0.1052, 0.0951, 0.0585, 0.0264, -0.0014, -0.0209, 0.0223, -0.047, -0.0355, -0.0332, -0.0304, -0.0347, -0.0341, -0.059, -0.0553, -0.0447, -0.0516, -0.0756, -0.0438, -0.0186, 0.016, 0.0751, 0.0894, 0.0986, 0.1066, 0.1183, 0.1487, 0.1189, 0.1361, 0.1398, 0.1788, 0.1481, 0.1461, 0.1957, 0.2085, 0.2736, 0.2716, 0.2928, 0.2854, 0.2372, 0.2258, 0.2272, 0.2605, 0.2464, 0.2375, 0.3175, 0.3258, 0.3315, 0.3665, 0.3457, 0.3496, 0.3393, 0.3327, 0.3152, 0.3115, 0.3235, 0.3083, 0.3266, 0.3246, 0.3272, 0.3072, 0.3544, 0.3573, 0.3682, 0.41, 0.284, 0.3166, 0.3347, 0.3822, 0.4066, 0.4436, 0.4665, 0.4705, 0.4046]}
{"unit_id": "quote:1886412466525266072", "ticker_idx": 0, "ts": "2025-02-03T13:52:34+00:00", "symbol": "TECX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "He appears to be participating in this $TECX (post-Data!) PIPE ***at a premium to the other investors on the deal*** ... Absolutely a thing of beauty to see founders/insiders doubling down like this.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TECX: insider Tim Springer buying post-data PIPE at a premium to other investors, seen as strong founder conviction signal.", "resolved_tickers": ["TECX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$TECX Tim Springer remains well and truly GOATed.  He appears to be participating in this $TECX (post-Data!) PIPE ***at a premium to the other investors on the deal***\n\nHas anyone ever seen this before?  There might even be multiple insiders buying at a premium to the funds on this deal given the PR uses the plural form...\n\nAbsolutely a thing of beauty to see founders/insiders doubling down like this.", "reply_text": null, "parent_text": null, "quoted_text": "$TECX hits.  Tim Springer is the GOAT. \n\n\"Wouldn’t be the first (or 2nd) time that a Tim Springer company was able to hit a target that others didn’t think they could ($SRRK $MORF ¿$TECX?)\" ➡️ \n\n$TECX now looking like a YES. https://t.co/wyLs2TkvKY", "parent_author": null, "ret_m1d": 0.06974903648933894, "ret_signed_m1d": 0.06974903648933894, "alpha_spy_m1d": 0.06297378481510219, "alpha_c_m1d": 0.07361495931913653, "bench_spy_m1d": 0.00677525167423676, "bench_c_m1d": -0.0038659228297975856, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05137329099906329, "ret_signed_p1d": -0.05137329099906329, "alpha_spy_p1d": -0.058081765334184854, "alpha_c_p1d": -0.04866030333196936, "bench_spy_p1d": 0.0067084743351215614, "bench_c_p1d": -0.0027129876670939357, "ret_p1w": -0.3129816234253916, "ret_signed_p1w": -0.3129816234253916, "alpha_spy_p1w": -0.32482572170543367, "alpha_c_p1w": -0.3052497777657964, "bench_spy_p1w": 0.01184409828004207, "bench_c_p1w": -0.007731845659595171, "ret_p1m": -0.5265757993377306, "ret_signed_p1m": -0.5265757993377306, "alpha_spy_p1m": -0.5019676748307067, "alpha_c_p1m": -0.5417683610818339, "bench_spy_p1m": -0.024608124507023876, "bench_c_p1m": 0.015192561744103328, "ret_p3m": -0.5773562708617432, "ret_signed_p3m": -0.5773562708617432, "alpha_spy_p3m": -0.5228791514471406, "alpha_c_p3m": -0.517904661093338, "bench_spy_p3m": -0.05447711941460265, "bench_c_p3m": -0.059451609768405245, "ret_p6m": -0.5548310528564326, "ret_signed_p6m": -0.5548310528564326, "alpha_spy_p6m": -0.6116274126087022, "alpha_c_p6m": -0.4612854277446736, "bench_spy_p6m": 0.0567963597522696, "bench_c_p6m": -0.09354562511175901, "ret_p1y": -0.5411974109203, "ret_signed_p1y": -0.5411974109203, "alpha_spy_p1y": -0.7025941893031357, "alpha_c_p1y": -0.618072162486195, "bench_spy_p1y": 0.16139677838283562, "bench_c_p1y": 0.07687475156589496, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5265757993377306, "alpha_spy_stated": -0.5019676748307067, "alpha_c_stated": -0.5417683610818339, "price_path": [-0.1887, -0.1893, -0.1923, -0.1727, -0.15, -0.1138, -0.1043, -0.1314, -0.0897, -0.0565, -0.0765, -0.1452, -0.2008, -0.2318, -0.1926, -0.13, -0.113, -0.0496, -0.0508, -0.0547, -0.0287, -0.0164, -0.0055, 0.0215, 0.0132, 0.0128, 0.017, -0.0198, -0.0425, -0.0369, -0.084, -0.1043, -0.1203, -0.0609, -0.1464, -0.1294, -0.0626, -0.0603, -0.001, 0.0117, -0.0707, -0.0755, -0.0877, -0.0972, -0.0413, -0.0431, -0.0798, -0.1332, -0.2065, -0.2525, -0.2492, -0.1873, -0.1697, -0.1919, -0.1824, -0.1701, -0.1662, -0.0765, -0.1863, -0.5171, -0.4918, 0.0836, 0.0697, 0.0, -0.0514, -0.0751, -0.1583, -0.2798, -0.313, -0.3703, -0.3756, -0.3199, -0.2972, -0.376, -0.3778, -0.3906, -0.4163, -0.4612, -0.4742, -0.4718, -0.4948, -0.5005, -0.5374, -0.543, -0.5266, -0.5513, -0.542, -0.5789, -0.5534, -0.5135, -0.5355, -0.4936, -0.5266, -0.5669, -0.5669, -0.5617, -0.5821, -0.5772, -0.5807, -0.6244, -0.6264, -0.6315, -0.6501, -0.6673, -0.6465, -0.6706, -0.6914, -0.6931, -0.7101, -0.6673, -0.6704, -0.6807, -0.6469, -0.6455, -0.653, -0.6637, -0.6459, -0.6149, -0.6139, -0.5578, -0.5833, -0.6013, -0.6003, -0.5878, -0.6115, -0.5702, -0.5774, -0.6262, -0.6252, -0.5847, -0.6096, -0.5908, -0.6011, -0.6068, -0.5912, -0.5853, -0.5374, -0.5147, -0.5538, -0.5614, -0.5722, -0.5742, -0.5742, -0.5574, -0.575, -0.5453, -0.54, -0.5523, -0.5564, -0.5444, -0.5163, -0.5029, -0.5357, -0.5566, -0.5675, -0.5742, -0.5947, -0.6088, -0.6086, -0.6295, -0.6015, -0.5979, -0.6034, -0.6088, -0.6074, -0.6017, -0.5833, -0.5783, -0.5894, -0.5928, -0.5742, -0.5708, -0.5527, -0.5432, -0.5764, -0.554, -0.54, -0.5671, -0.5669, -0.561, -0.5471, -0.5598, -0.559, -0.5507, -0.5592, -0.555, -0.5615, -0.5904, -0.5819, -0.5548]}
{"unit_id": "orig:1900166075716661251", "ticker_idx": 0, "ts": "2025-03-13T12:44:30+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is in big time trouble... Not for long!", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish HIMS: WSJ exposé on medical malpractice, deceptive ads, loophole exploitation, and incoming lawsuits from NVO and regulators will end the +35% YTD run; incidentally bullish NVO pursuing GLP-1 IP enforcement.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "A scathing article on $HIMS was just published this morning by the Wall Street Journal.  It includes a case study of a gentleman whose \"genitals shrank and changed shape\" on one of the $HIMS hair loss treatments.\n\nDoctors interviewed have noticed a \"steady increase\" of you men seeking treatment for \"very very common\" side effects from their treatments.\n\nThe article discusses how they are exploiting loopholes to avoid disclosing side effects in ads, and notes that US Senators are already taking action against $HIMS for this.  \n\nOn top of that, the WSJ highlighted $HIMS insanely lax medical standards.  They stopped requiring photos of the patients' scalp in order to prescribe hair loss medicine (which, as a board certified dermatologist, I can tell you is absolutely ridiculous and would easily yield a malpractice case for failure to examine the patient in \"real life\" medicine).  Competitor companies like Keeps and Ro both still require this OBVIOUSLY necessary step.  $HIMS eliminated it because it reduces their efficiency in pumping out drugs to whoever asks.\n\nThe Journal tested $HIMS out itself, submitting an intake at 11:18am, and received a follow up text that the prescription was already written at 11:19am!!!  There is clearly no medical deliberation whatsoever occurring at this pill mill.\n\n$HIMS is in big time trouble.  The GLP-1 shortage is over.  $NVO will be suing them soon for this \"personalized GLP-1\" loophole nonsense.  Lawsuits around deceptive advertising practices are clearly inbound as well (that Super Bowl ad is going to wreck them in the long run).  So many patients are having severe side effects from $HIMS treatments that they weren't counseled on that the *Wall Street Journal* is writing articles about it.  The company is clearly behaving as a pill mill, turning out prescriptions in under 60 seconds without reviewing adequate patient information.\n\nOh, and $HIMS stock is still +35% YTD while the rest of the market has been crashing?  Hmmm...Not for long!\n\nhttps://t.co/Lcvxnk7lX8", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07577676982475379, "ret_signed_m1d": -0.07577676982475379, "alpha_spy_m1d": -0.06226623213223825, "alpha_c_m1d": -0.06226623213223825, "bench_spy_m1d": 0.013510537692515534, "bench_c_m1d": 0.013510537692515534, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05072918286864736, "ret_signed_p1d": -0.05072918286864736, "alpha_spy_p1d": -0.03007339164105116, "alpha_c_p1d": -0.03007339164105116, "bench_spy_p1d": 0.0206557912275962, "bench_c_p1d": 0.0206557912275962, "ret_p1w": 0.042168610581829524, "ret_signed_p1w": -0.042168610581829524, "alpha_spy_p1w": -0.016652533845812334, "alpha_c_p1w": -0.016652533845812334, "bench_spy_p1w": 0.02551607673601719, "bench_c_p1w": 0.02551607673601719, "ret_p1m": -0.13665191021504297, "ret_signed_p1m": 0.13665191021504297, "alpha_spy_p1m": 0.10786487067617956, "alpha_c_p1m": 0.10786487067617956, "bench_spy_p1m": -0.028787039538863413, "bench_c_p1m": -0.028787039538863413, "ret_p3m": 0.8119847770119624, "ret_signed_p3m": -0.8119847770119624, "alpha_spy_p3m": -0.7137908204236529, "alpha_c_p3m": -0.7137908204236529, "bench_spy_p3m": 0.09819395658830943, "bench_c_p3m": 0.09819395658830943, "ret_p6m": 0.759670208908491, "ret_signed_p6m": -0.759670208908491, "alpha_spy_p6m": -0.5603359073683667, "alpha_c_p6m": -0.5603359073683667, "bench_spy_p6m": 0.19933430154012433, "bench_c_p6m": 0.19933430154012433, "ret_p1y": -0.21116048070505855, "ret_signed_p1y": 0.21116048070505855, "alpha_spy_p1y": 0.43869403019618713, "alpha_c_p1y": 0.43869403019618713, "bench_spy_p1y": 0.22753354949112858, "bench_c_p1y": 0.22753354949112858, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13665191021504297, "alpha_spy_stated": 0.10786487067617956, "alpha_c_stated": 0.10786487067617956, "price_path": [0.0346, -0.0212, -0.0428, -0.046, -0.0482, -0.0092, -0.0133, -0.0948, -0.1642, -0.1693, -0.1249, -0.1075, -0.0967, -0.1579, -0.202, -0.2334, -0.201, -0.1557, -0.1471, -0.1227, -0.1842, -0.1944, -0.1788, -0.169, -0.1167, -0.1141, -0.117, -0.0549, -0.0577, -0.0206, -0.0212, -0.0327, 0.0, 0.0101, 0.0767, 0.182, 0.2343, 0.3269, 0.338, 0.2831, 0.3491, 0.4195, 0.3817, 0.4692, 0.8763, 0.9172, 0.8548, 1.1795, 1.1056, 0.5625, 0.6268, 0.2638, 0.3282, 0.3107, 0.4296, 0.2898, 0.2838, 0.2964, 0.0904, 0.1398, 0.0929, 0.1005, 0.0758, 0.0, 0.0507, 0.0999, -0.0016, 0.0742, 0.0422, 0.1018, 0.1861, 0.1744, 0.0577, 0.012, -0.0761, -0.0631, -0.0155, -0.0101, -0.1126, -0.176, -0.1195, -0.1725, -0.065, -0.15, -0.1367, -0.1024, -0.0659, -0.1455, -0.1367, -0.1807, -0.1963, -0.1531, -0.1078, -0.1094, -0.097, 0.111, 0.0495, 0.1465, 0.2942, 0.3278, 0.5685, 0.6598, 0.6297, 0.6474, 0.7505, 1.0292, 0.9379, 0.8573, 1.0498, 0.9765, 0.9407, 0.8389, 0.6969, 0.7384, 0.6918, 0.6912, 0.6614, 0.7933, 0.7999, 0.7353, 0.6997, 0.6731, 0.786, 0.8028, 0.7517, 0.825, 0.812, 0.759, 0.8954, 0.8782, 0.9363, 1.0361, 0.331, 0.3618, 0.3129, 0.4673, 0.5666, 0.5805, 0.5206, 0.5048, 0.5212, 0.5352, 0.5523, 0.6246, 0.5938, 0.5184, 0.6497, 0.5999, 0.6439, 0.585, 0.5973, 0.5092, 0.5856, 0.8396, 0.8174, 0.8278, 0.8605, 0.9109, 1.0777, 1.0983, 0.9832, 1.0086, 0.7603, 0.6211, 0.6186, 0.6468, 0.5847, 0.5206, 0.5323, 0.4943, 0.4591, 0.4299, 0.3373, 0.3754, 0.3938, 0.4131, 0.363, 0.4379, 0.3954, 0.3989, 0.3427, 0.3167, 0.4096, 0.5254, 0.5349, 0.5739, 0.5152, 0.5149, 0.6411, 0.7597]}
{"unit_id": "orig:1900166075716661251", "ticker_idx": 1, "ts": "2025-03-13T12:44:30+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO will be suing them soon for this \"personalized GLP-1\" loophole nonsense", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish HIMS: WSJ exposé on medical malpractice, deceptive ads, loophole exploitation, and incoming lawsuits from NVO and regulators will end the +35% YTD run; incidentally bullish NVO pursuing GLP-1 IP enforcement.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "A scathing article on $HIMS was just published this morning by the Wall Street Journal.  It includes a case study of a gentleman whose \"genitals shrank and changed shape\" on one of the $HIMS hair loss treatments.\n\nDoctors interviewed have noticed a \"steady increase\" of you men seeking treatment for \"very very common\" side effects from their treatments.\n\nThe article discusses how they are exploiting loopholes to avoid disclosing side effects in ads, and notes that US Senators are already taking action against $HIMS for this.  \n\nOn top of that, the WSJ highlighted $HIMS insanely lax medical standards.  They stopped requiring photos of the patients' scalp in order to prescribe hair loss medicine (which, as a board certified dermatologist, I can tell you is absolutely ridiculous and would easily yield a malpractice case for failure to examine the patient in \"real life\" medicine).  Competitor companies like Keeps and Ro both still require this OBVIOUSLY necessary step.  $HIMS eliminated it because it reduces their efficiency in pumping out drugs to whoever asks.\n\nThe Journal tested $HIMS out itself, submitting an intake at 11:18am, and received a follow up text that the prescription was already written at 11:19am!!!  There is clearly no medical deliberation whatsoever occurring at this pill mill.\n\n$HIMS is in big time trouble.  The GLP-1 shortage is over.  $NVO will be suing them soon for this \"personalized GLP-1\" loophole nonsense.  Lawsuits around deceptive advertising practices are clearly inbound as well (that Super Bowl ad is going to wreck them in the long run).  So many patients are having severe side effects from $HIMS treatments that they weren't counseled on that the *Wall Street Journal* is writing articles about it.  The company is clearly behaving as a pill mill, turning out prescriptions in under 60 seconds without reviewing adequate patient information.\n\nOh, and $HIMS stock is still +35% YTD while the rest of the market has been crashing?  Hmmm...Not for long!\n\nhttps://t.co/Lcvxnk7lX8", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014494687487349722, "ret_signed_m1d": -0.014494687487349722, "alpha_spy_m1d": -0.028005225179865256, "alpha_c_m1d": -0.028005225179865256, "bench_spy_m1d": 0.013510537692515534, "bench_c_m1d": 0.013510537692515534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016603007614455212, "ret_signed_p1d": 0.016603007614455212, "alpha_spy_p1d": -0.004052783613140987, "alpha_c_p1d": -0.004052783613140987, "bench_spy_p1d": 0.0206557912275962, "bench_c_p1d": 0.0206557912275962, "ret_p1w": 0.03821320859828781, "ret_signed_p1w": 0.03821320859828781, "alpha_spy_p1w": 0.012697131862270616, "alpha_c_p1w": 0.012697131862270616, "bench_spy_p1w": 0.02551607673601719, "bench_c_p1w": 0.02551607673601719, "ret_p1m": -0.13331047276190044, "ret_signed_p1m": -0.13331047276190044, "alpha_spy_p1m": -0.10452343322303703, "alpha_c_p1m": -0.10452343322303703, "bench_spy_p1m": -0.028787039538863413, "bench_c_p1m": -0.028787039538863413, "ret_p3m": 0.08520282046048266, "ret_signed_p3m": 0.08520282046048266, "alpha_spy_p3m": -0.012991136127826763, "alpha_c_p3m": -0.012991136127826763, "bench_spy_p3m": 0.09819395658830943, "bench_c_p3m": 0.09819395658830943, "ret_p6m": -0.2570504551088558, "ret_signed_p6m": -0.2570504551088558, "alpha_spy_p6m": -0.45638475664898015, "alpha_c_p6m": -0.45638475664898015, "bench_spy_p6m": 0.19933430154012433, "bench_c_p6m": 0.19933430154012433, "ret_p1y": -0.4776199146562464, "ret_signed_p1y": -0.4776199146562464, "alpha_spy_p1y": -0.705153464147375, "alpha_c_p1y": -0.705153464147375, "bench_spy_p1y": 0.22753354949112858, "bench_c_p1y": 0.22753354949112858, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13331047276190044, "alpha_spy_stated": -0.10452343322303703, "alpha_c_stated": -0.10452343322303703, "price_path": [0.4637, 0.4388, 0.4717, 0.4312, 0.4093, 0.4238, 0.4232, 0.3962, 0.363, 0.12, 0.1689, 0.1513, 0.155, 0.1513, 0.1297, 0.1335, 0.1532, 0.155, 0.1204, 0.0982, 0.1285, 0.1366, 0.115, 0.0697, 0.0926, 0.0946, 0.0369, 0.0677, 0.0617, 0.0687, 0.1592, 0.1531, 0.1225, 0.1073, 0.1245, 0.1128, 0.0891, 0.0887, 0.1297, 0.1486, 0.1388, 0.1057, 0.1034, 0.0777, 0.0387, 0.0261, 0.0849, 0.099, 0.1034, 0.1606, 0.1937, 0.1984, 0.18, 0.1756, 0.1945, 0.1776, 0.153, 0.1973, 0.1601, 0.1486, 0.0403, 0.0293, -0.0145, 0.0, 0.0166, 0.0561, 0.0671, 0.041, 0.0382, 0.0128, -0.0074, -0.0302, -0.0548, -0.0755, -0.0868, -0.0702, -0.0891, -0.0863, -0.1016, -0.1625, -0.1479, -0.1752, -0.1285, -0.1804, -0.1333, -0.1155, -0.1365, -0.1581, -0.2223, -0.219, -0.1978, -0.1792, -0.1614, -0.1688, -0.1616, -0.1276, -0.1103, -0.1217, -0.0731, -0.0745, -0.1124, -0.0956, -0.1317, -0.1194, -0.093, -0.1243, -0.1376, -0.1143, -0.1381, -0.1026, -0.0868, -0.0868, -0.0873, -0.0982, -0.0569, -0.0815, -0.07, -0.0427, -0.0249, -0.0506, -0.0354, -0.0273, -0.0008, 0.0104, 0.0622, 0.0541, 0.0852, 0.0689, 0.0312, -0.0046, -0.0091, -0.0123, -0.0665, -0.053, -0.0982, -0.0935, -0.0827, -0.0759, -0.0652, -0.0652, -0.0739, -0.0719, -0.0676, -0.0669, -0.0492, -0.0771, -0.0769, -0.1, -0.1024, -0.1258, -0.1389, -0.1308, -0.1059, -0.0623, -0.053, -0.04, -0.0761, -0.2778, -0.3301, -0.3698, -0.3548, -0.3465, -0.3678, -0.3924, -0.3471, -0.3161, -0.3323, -0.3335, -0.3185, -0.3178, -0.2983, -0.2722, -0.2583, -0.2648, -0.2492, -0.2285, -0.2371, -0.2507, -0.2358, -0.2403, -0.2355, -0.2366, -0.2317, -0.2399, -0.2522, -0.265, -0.2648, -0.2638, -0.2648, -0.2571]}
{"unit_id": "quote:1886872300731183391", "ticker_idx": 0, "ts": "2025-02-04T20:19:47+00:00", "symbol": "IBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't really understand why companies like $IBIO aren't getting more love in this environment. The early stage of their drug likely roughly matches that of $NVS in-house obesity program. $IBIO's Myostatin MOA is probably the single best-validated muscle-sparing approach that there is", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IBIO and SRRK as undervalued myostatin plays for muscle preservation in obesity, with NVS actively seeking acquisitions in that space.", "resolved_tickers": ["IBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "This WSJ article from just a few hours ago highlights $NVS flat out saying that they want to acquire drugs to help with the muscle-preservation problem in obesity.\n\nI don't really understand why companies like $IBIO aren't getting more love in this environment.  The early stage of their drug likely roughly matches that of $NVS in-house obesity program.  $IBIO's Myostatin MOA is probably the single best-validated muscle-sparing approach that there is, with squeaky clean safety and *functional endpoint* validation from SMA. \n\nI guess you could maybe make the $NVS + $SRRK argument too, but that might be a little awkward given that apitegromab was never studied with Zolgensma.  \n\nAnyway, I guess this i just my observation on what I see as a strange disconnect.  Pharmas are repeatedly saying that muscle preservation in obesity is an area of interest, yet I can't point to any valuations in the public SMID biotech sector that reflect that.  \n\nAs I noted before (keeping in mind that I'm talking my book here):  Almost everything for muscle preservation in obesity except myostatin (which was already the best-validated to begin with) has failed.  Pharma is still saying that they are interested, but the myostatin-for-obesity narrative still can't catch a bid?...\n\nhttps://t.co/XodcVidX5z", "reply_text": null, "parent_text": null, "quoted_text": "$SRRK $IBIO $VERU $BHVN $KROS $REGN $LLY $NVO $VKTX $BIOA $AMGN\n\nI think that $SRRK and $IBIO have an underappreciated opportunity to shake up the obesity landscape with their muscle-preserving myostatin approach. 💪\n\nSome may argue that $SRRK &amp; $IBIO are seeking to solve", "parent_author": null, "ret_m1d": -0.015723255115296708, "ret_signed_m1d": -0.015723255115296708, "alpha_spy_m1d": -0.009059484514227667, "alpha_c_m1d": -0.0184436231072026, "bench_spy_m1d": -0.006663770601069041, "bench_c_m1d": 0.002720367991905892, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06918239748170008, "ret_signed_p1d": 0.06918239748170008, "alpha_spy_p1d": 0.06512797441892193, "alpha_c_p1d": 0.059593036690774426, "bench_spy_p1d": 0.004054423062778145, "bench_c_p1d": 0.00958936079092565, "ret_p1w": -0.003144651023059386, "ret_signed_p1w": -0.003144651023059386, "alpha_spy_p1w": -0.009010576528013181, "alpha_c_p1w": 0.0037242357435315343, "bench_spy_p1w": 0.005865925504953795, "bench_c_p1w": -0.00686888676659092, "ret_p1m": 0.9339622535413592, "ret_signed_p1m": 0.9339622535413592, "alpha_spy_p1m": 0.9822689165588869, "alpha_c_p1m": 0.9187962231929696, "bench_spy_p1m": -0.04830666301752773, "bench_c_p1m": 0.015166030348389592, "ret_p3m": -0.732704400629575, "ret_signed_p3m": -0.732704400629575, "alpha_spy_p3m": -0.6640763114685801, "alpha_c_p3m": -0.649799871274126, "bench_spy_p3m": -0.06862808916099483, "bench_c_p3m": -0.08290452935544901, "ret_p6m": -0.8113207511804531, "ret_signed_p6m": -0.8113207511804531, "alpha_spy_p6m": -0.8691156224621664, "alpha_c_p6m": -0.7065898704973668, "bench_spy_p6m": 0.057794871281713345, "bench_c_p6m": -0.10473088068308634, "ret_p1y": -0.32389935527269054, "ret_signed_p1y": -0.32389935527269054, "alpha_spy_p1y": -0.4631484957632672, "alpha_c_p1y": -0.39546816973576826, "bench_spy_p1y": 0.13924914049057668, "bench_c_p1y": 0.07156881446307772, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9339622535413592, "alpha_spy_stated": 0.9822689165588869, "alpha_c_stated": 0.9187962231929696, "price_path": [-0.1855, -0.1604, -0.1604, -0.1635, -0.1918, -0.2013, -0.195, -0.195, -0.1981, -0.2704, -0.3239, -0.283, -0.3145, -0.2987, -0.3113, -0.2296, -0.1698, -0.195, -0.2013, -0.173, -0.0755, -0.1195, -0.1824, -0.1698, -0.1855, -0.1289, -0.1321, -0.1635, -0.1824, -0.2107, -0.2736, -0.261, -0.239, -0.2453, -0.239, -0.2201, -0.2579, -0.239, -0.2421, -0.2296, -0.2516, -0.2296, -0.239, -0.2296, -0.2264, -0.1478, -0.1447, -0.1981, -0.2201, -0.1415, -0.1038, -0.1069, -0.1101, -0.0818, -0.0346, -0.0535, -0.0346, -0.0629, -0.0755, -0.0692, -0.066, -0.0535, -0.0157, 0.0, 0.0692, 0.1289, 0.1698, 0.0755, -0.0031, 0.1572, 0.1321, 0.0786, 0.1572, 0.2107, 0.1415, 0.0943, 0.0818, 0.2233, 0.1824, 0.5881, 0.8333, 1.0157, 0.8711, 0.9906, 0.934, 0.761, 0.7421, 0.7987, 0.7453, 0.6132, 0.5975, 0.5283, 0.4214, 0.3805, 0.434, 0.456, 0.456, 0.3868, 0.3553, 0.3868, 0.2956, 0.2642, 0.2296, 0.2956, 0.195, 0.0157, -0.5252, -0.6226, -0.5975, -0.6195, -0.6226, -0.6289, -0.6541, -0.6918, -0.7201, -0.7327, -0.7799, -0.761, -0.7327, -0.7107, -0.6698, -0.6698, -0.6667, -0.6761, -0.6824, -0.6918, -0.7327, -0.7327, -0.739, -0.7579, -0.7516, -0.7484, -0.7704, -0.7704, -0.7484, -0.7484, -0.7421, -0.7579, -0.7516, -0.7421, -0.7453, -0.7453, -0.7547, -0.7579, -0.7421, -0.7358, -0.6887, -0.7075, -0.6918, -0.7138, -0.7013, -0.6981, -0.6761, -0.7075, -0.7264, -0.7453, -0.717, -0.7579, -0.7767, -0.7642, -0.7704, -0.7767, -0.761, -0.761, -0.7642, -0.7673, -0.7673, -0.7547, -0.7358, -0.7358, -0.739, -0.7453, -0.7579, -0.7736, -0.7704, -0.7704, -0.7704, -0.7704, -0.7673, -0.761, -0.7673, -0.7704, -0.7767, -0.783, -0.7862, -0.7862, -0.7925, -0.8019, -0.805, -0.8113]}
{"unit_id": "quote:1886872300731183391", "ticker_idx": 1, "ts": "2025-02-04T20:19:47+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I guess you could maybe make the $NVS + $SRRK argument too", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IBIO and SRRK as undervalued myostatin plays for muscle preservation in obesity, with NVS actively seeking acquisitions in that space.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "This WSJ article from just a few hours ago highlights $NVS flat out saying that they want to acquire drugs to help with the muscle-preservation problem in obesity.\n\nI don't really understand why companies like $IBIO aren't getting more love in this environment.  The early stage of their drug likely roughly matches that of $NVS in-house obesity program.  $IBIO's Myostatin MOA is probably the single best-validated muscle-sparing approach that there is, with squeaky clean safety and *functional endpoint* validation from SMA. \n\nI guess you could maybe make the $NVS + $SRRK argument too, but that might be a little awkward given that apitegromab was never studied with Zolgensma.  \n\nAnyway, I guess this i just my observation on what I see as a strange disconnect.  Pharmas are repeatedly saying that muscle preservation in obesity is an area of interest, yet I can't point to any valuations in the public SMID biotech sector that reflect that.  \n\nAs I noted before (keeping in mind that I'm talking my book here):  Almost everything for muscle preservation in obesity except myostatin (which was already the best-validated to begin with) has failed.  Pharma is still saying that they are interested, but the myostatin-for-obesity narrative still can't catch a bid?...\n\nhttps://t.co/XodcVidX5z", "reply_text": null, "parent_text": null, "quoted_text": "$SRRK $IBIO $VERU $BHVN $KROS $REGN $LLY $NVO $VKTX $BIOA $AMGN\n\nI think that $SRRK and $IBIO have an underappreciated opportunity to shake up the obesity landscape with their muscle-preserving myostatin approach. 💪\n\nSome may argue that $SRRK &amp; $IBIO are seeking to solve", "parent_author": null, "ret_m1d": 0.0006245524104597777, "ret_signed_m1d": 0.0006245524104597777, "alpha_spy_m1d": 0.007288323011528819, "alpha_c_m1d": -0.0020958155814461144, "bench_spy_m1d": -0.006663770601069041, "bench_c_m1d": 0.002720367991905892, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.046595822427731415, "ret_signed_p1d": 0.046595822427731415, "alpha_spy_p1d": 0.04254139936495327, "alpha_c_p1d": 0.037006461636805765, "bench_spy_p1d": 0.004054423062778145, "bench_c_p1d": 0.00958936079092565, "ret_p1w": -0.07482829812375036, "ret_signed_p1w": -0.07482829812375036, "alpha_spy_p1w": -0.08069422362870415, "alpha_c_p1w": -0.06795941135715944, "bench_spy_p1w": 0.005865925504953795, "bench_c_p1w": -0.00686888676659092, "ret_p1m": -0.09731418636537181, "ret_signed_p1m": -0.09731418636537181, "alpha_spy_p1m": -0.049007523347844084, "alpha_c_p1m": -0.1124802167137614, "bench_spy_p1m": -0.04830666301752773, "bench_c_p1m": 0.015166030348389592, "ret_p3m": -0.2677077239586997, "ret_signed_p3m": -0.2677077239586997, "alpha_spy_p3m": -0.19907963479770485, "alpha_c_p3m": -0.18480319460325068, "bench_spy_p3m": -0.06862808916099483, "bench_c_p3m": -0.08290452935544901, "ret_p6m": -0.13516551258378273, "ret_signed_p6m": -0.13516551258378273, "alpha_spy_p6m": -0.19296038386549608, "alpha_c_p6m": -0.030434631900696396, "bench_spy_p6m": 0.057794871281713345, "bench_c_p6m": -0.10473088068308634, "ret_p1y": 0.11055587928458865, "ret_signed_p1y": 0.11055587928458865, "alpha_spy_p1y": -0.02869326120598803, "alpha_c_p1y": 0.03898706482151093, "bench_spy_p1y": 0.13924914049057668, "bench_c_p1y": 0.07156881446307772, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09731418636537181, "alpha_spy_stated": -0.049007523347844084, "alpha_c_stated": -0.1124802167137614, "price_path": [-0.2894, -0.2899, -0.3087, -0.2847, -0.2597, -0.2767, -0.2735, -0.2967, -0.3339, -0.3159, -0.3129, -0.3382, -0.3409, -0.3039, -0.3039, -0.3337, -0.2525, -0.0576, -0.0741, -0.0468, -0.0031, -0.0516, -0.0161, -0.0064, 0.0458, 0.0891, 0.1363, 0.1123, 0.0538, 0.0406, 0.0488, 0.0711, 0.0906, 0.0306, 0.0516, 0.1188, 0.0983, 0.1383, 0.1425, 0.1108, 0.0721, 0.0798, 0.1033, 0.1285, 0.0708, 0.0114, 0.0206, 0.0116, 0.0643, 0.0376, 0.1073, 0.0968, 0.0776, 0.1213, 0.1675, 0.1343, 0.0931, 0.0628, 0.0578, 0.0633, 0.0094, 0.0089, 0.0006, 0.0, 0.0466, 0.0174, -0.0019, -0.0471, -0.0748, -0.0708, -0.0598, -0.0738, -0.0768, -0.0503, -0.0219, -0.0581, -0.0716, -0.0918, -0.0751, -0.1016, -0.0301, -0.0948, -0.0733, -0.0971, -0.0973, -0.1006, -0.1218, -0.138, -0.1058, -0.1368, -0.1355, -0.1325, -0.1535, -0.1513, -0.1595, -0.1743, -0.1553, -0.1685, -0.1965, -0.1665, -0.1795, -0.1968, -0.249, -0.187, -0.233, -0.3279, -0.3494, -0.3886, -0.3239, -0.3427, -0.3004, -0.2772, -0.245, -0.2565, -0.2317, -0.2552, -0.2095, -0.1875, -0.141, -0.1803, -0.2087, -0.1813, -0.1778, -0.1815, -0.1778, -0.1863, -0.2677, -0.258, -0.2257, -0.2337, -0.189, -0.2155, -0.237, -0.2297, -0.2367, -0.2465, -0.212, -0.2325, -0.239, -0.2505, -0.2387, -0.279, -0.2545, -0.2752, -0.2565, -0.227, -0.23, -0.1443, -0.1448, -0.1488, -0.14, -0.1753, -0.1675, -0.1893, -0.1973, -0.2217, -0.0926, -0.1495, -0.1685, -0.1653, -0.1053, -0.1136, -0.1053, -0.1151, -0.1565, -0.1118, -0.1008, -0.1136, -0.1445, -0.0758, -0.0477, -0.0646, -0.0359, -0.0316, 0.0281, 0.0708, 0.0174, 0.0274, -0.0011, -0.0079, -0.0229, -0.0269, -0.0733, -0.0688, -0.0548, -0.0743, -0.0916, -0.0758, -0.0761, -0.1352]}
{"unit_id": "reply:1893648229192921305", "ticker_idx": 0, "ts": "2025-02-23T13:04:54+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's >50% downside to its 200dma ($23). Losing GLP1 was the worst thing that could happen to them, and it just did. Stock is overextended.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short HIMS: GLP-1 loss shrinks the business materially; stock overextended with >50% downside to 200dma at $23.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Mmm sure.  But it was a major part of the $HIMS  business right?  And it’s gone now.  So why would it trade above where it did barely a week ago?  Which was also an all time high.\n\nThis was literally in the $20s almost all of last month, and their business is now objectively smaller than it was then.  It’s >50% downside to its 200dma ($23).\n\nLosing GLP1 was the worst thing that could happen to them, and it just did.  Stock is overextended.", "reply_text": null, "parent_text": "@A_May_MD @Mr_Derivatives It was and still is not their primary growth driver", "quoted_text": null, "parent_author": "BBizman62112", "ret_m1d": -0.03956348742276283, "ret_signed_m1d": 0.03956348742276283, "alpha_spy_m1d": 0.04413469466950115, "alpha_c_m1d": 0.04413469466950115, "bench_spy_m1d": 0.004571207246738318, "bench_c_m1d": 0.004571207246738318, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.22315339030374015, "ret_signed_p1d": 0.22315339030374015, "alpha_spy_p1d": 0.21817999997939808, "alpha_c_p1d": 0.21817999997939808, "bench_spy_p1d": -0.004973390324342075, "bench_c_p1d": -0.004973390324342075, "ret_p1w": -0.2071721064823161, "ret_signed_p1w": 0.2071721064823161, "alpha_spy_p1w": 0.18466731775940903, "alpha_c_p1w": 0.18466731775940903, "bench_spy_p1w": -0.022504788722907065, "bench_c_p1w": -0.022504788722907065, "ret_p1m": -0.27811342965957897, "ret_signed_p1m": 0.27811342965957897, "alpha_spy_p1m": 0.24459273313545327, "alpha_c_p1m": 0.24459273313545327, "bench_spy_p1m": -0.033520696524125704, "bench_c_p1m": -0.033520696524125704, "ret_p3m": 0.06860261866209916, "ret_signed_p3m": -0.06860261866209916, "alpha_spy_p3m": -0.09599327169452732, "alpha_c_p3m": -0.09599327169452732, "bench_spy_p3m": -0.02739065303242816, "bench_c_p3m": -0.02739065303242816, "ret_p6m": -0.16215161707547965, "ret_signed_p6m": 0.16215161707547965, "alpha_spy_p6m": 0.2443631811747201, "alpha_c_p6m": 0.2443631811747201, "bench_spy_p6m": 0.08221156409924046, "bench_c_p6m": 0.08221156409924046, "ret_p1y": -0.6916780496704648, "ret_signed_p1y": 0.6916780496704648, "alpha_spy_p1y": 0.865954611295172, "alpha_c_p1y": 0.865954611295172, "bench_spy_p1y": 0.17427656162470728, "bench_c_p1y": 0.17427656162470728, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27811342965957897, "alpha_spy_stated": 0.24459273313545327, "alpha_c_stated": 0.24459273313545327, "price_path": [-0.5414, -0.5753, -0.5293, -0.5063, -0.389, -0.4021, -0.4087, -0.3721, -0.3988, -0.3722, -0.3389, -0.3841, -0.3329, -0.3641, -0.3984, -0.4116, -0.4136, -0.4149, -0.391, -0.3935, -0.4436, -0.4863, -0.4894, -0.4621, -0.4514, -0.4447, -0.4824, -0.5095, -0.5287, -0.5089, -0.481, -0.4757, -0.4607, -0.4985, -0.5048, -0.4952, -0.4892, -0.457, -0.4555, -0.4572, -0.419, -0.4208, -0.398, -0.3984, -0.4054, -0.3853, -0.3791, -0.3381, -0.2734, -0.2413, -0.1844, -0.1775, -0.2113, -0.1707, -0.1275, -0.1507, -0.0969, 0.1534, 0.1785, 0.1401, 0.3397, 0.2943, -0.0396, 0.0, -0.2232, -0.1836, -0.1943, -0.1212, -0.2072, -0.2109, -0.2031, -0.3298, -0.2994, -0.3282, -0.3235, -0.3387, -0.3853, -0.3541, -0.3239, -0.3863, -0.3397, -0.3594, -0.3227, -0.2709, -0.2781, -0.3498, -0.3779, -0.4321, -0.4241, -0.3949, -0.3915, -0.4545, -0.4935, -0.4588, -0.4913, -0.4253, -0.4775, -0.4693, -0.4483, -0.4258, -0.4748, -0.4693, -0.4964, -0.5059, -0.4794, -0.4516, -0.4525, -0.4449, -0.3171, -0.3549, -0.2953, -0.2044, -0.1838, -0.0359, 0.0203, 0.0018, 0.0127, 0.076, 0.2473, 0.1912, 0.1417, 0.26, 0.215, 0.1929, 0.1304, 0.0431, 0.0686, 0.04, 0.0396, 0.0212, 0.1023, 0.1064, 0.0667, 0.0448, 0.0285, 0.0978, 0.1082, 0.0768, 0.1218, 0.1138, 0.0813, 0.1651, 0.1546, 0.1902, 0.2516, -0.1818, -0.1629, -0.1929, -0.098, -0.037, -0.0285, -0.0653, -0.075, -0.0649, -0.0563, -0.0458, -0.0014, -0.0203, -0.0667, 0.014, -0.0166, 0.0105, -0.0257, -0.0181, -0.0723, -0.0253, 0.1308, 0.1171, 0.1236, 0.1436, 0.1746, 0.2771, 0.2898, 0.2191, 0.2347, 0.0821, -0.0035, -0.0051, 0.0123, -0.0259, -0.0653, -0.0581, -0.0815, -0.1031, -0.121, -0.1779, -0.1546, -0.1432, -0.1314, -0.1622]}
{"unit_id": "thread:1894367112375771207", "ticker_idx": 0, "ts": "2025-02-25T12:41:29+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "today's action is exactly what $XBI needs… All necessary steps in the direction toward biotech no longer being the worst sector in the market", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish XBI: macro rotation away from tech/indices needed for biotech re-rating; current selloff is a necessary step toward biotech outperformance.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Was talking about this yesterday.  Would’ve guessed biotech was green yesterday if my only datapoint was the 10y.  Certainly wouldn’t have guessed -2% 😅.\n\nMacro wise, biotech investors need to be rooting for the “major” indices and hot tech stocks to come down significantly, don’t we?\n\nEven if it means some short term pain in biotech, a rotation to bio isn’t going to happen while these blue chips just grind to ATHs every single month.  \n\nFeels like we would rather have \nXBI -2% & NASDAQ -1% right now than \nXBI -1% & NASDAQ +0.2% like we have been having for several years.\n\n---\n\nLike maybe I'm just @BagholderQuotes mode here, but today's action is exactly what $XBI needs.  Yeah it's down almost 2% right now and everything is basically on fire, but:\n➡️10Y -2.4%\n➡️NASDAQ -1.7%\n➡️Bitcoin -8%\n\nAll necessary steps in the direction toward biotech no longer being the worst sector in the market 😅\n\nMight be heading for a @pawcio2009 BioHell upgrade before long honestly.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01601084762340843, "ret_signed_m1d": 0.01601084762340843, "alpha_spy_m1d": 0.011012599058012551, "alpha_c_m1d": 0.011012599058012551, "bench_spy_m1d": 0.00499824856539588, "bench_c_m1d": 0.00499824856539588, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004961178249181963, "ret_signed_p1d": -0.004961178249181963, "alpha_spy_p1d": -0.005466184803088914, "alpha_c_p1d": -0.005466184803088914, "bench_spy_p1d": 0.0005050065539069504, "bench_c_p1d": 0.0005050065539069504, "ret_p1w": -0.02886459751450654, "ret_signed_p1w": -0.02886459751450654, "alpha_spy_p1w": 0.0003828455633464456, "alpha_c_p1w": 0.0003828455633464456, "bench_spy_p1w": -0.029247443077852986, "bench_c_p1w": -0.029247443077852986, "ret_p1m": -0.04064853992000883, "ret_signed_p1m": -0.04064853992000883, "alpha_spy_p1m": -0.0003627233435291588, "alpha_c_p1m": -0.0003627233435291588, "bench_spy_p1m": -0.04028581657647967, "bench_c_p1m": -0.04028581657647967, "ret_p3m": -0.10582304244441776, "ret_signed_p3m": -0.10582304244441776, "alpha_spy_p3m": -0.10361591098715839, "alpha_c_p3m": -0.10361591098715839, "bench_spy_p3m": -0.0022071314572593703, "bench_c_p3m": -0.0022071314572593703, "ret_p6m": 0.01378739221085179, "ret_signed_p6m": 0.01378739221085179, "alpha_spy_p6m": -0.07838727319618877, "alpha_c_p6m": -0.07838727319618877, "bench_spy_p6m": 0.09217466540704056, "bench_c_p6m": 0.09217466540704056, "ret_p1y": 0.44488440768973136, "ret_signed_p1y": 0.44488440768973136, "alpha_spy_p1y": 0.2712935760346167, "alpha_c_p1y": 0.2712935760346167, "bench_spy_p1y": 0.17359083165511469, "bench_c_p1y": 0.17359083165511469, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04064853992000883, "alpha_spy_stated": -0.0003627233435291588, "alpha_c_stated": -0.0003627233435291588, "price_path": [0.0599, 0.0632, 0.0851, 0.1008, 0.1145, 0.1275, 0.1232, 0.1197, 0.1014, 0.1138, 0.0974, 0.1178, 0.1076, 0.0984, 0.0933, 0.0621, 0.0531, 0.0684, 0.0665, 0.0139, 0.0126, 0.0292, 0.0361, 0.0371, 0.0446, 0.03, 0.0135, 0.0154, 0.032, 0.0419, 0.0397, 0.0471, 0.0408, 0.0085, 0.005, -0.0229, -0.0016, -0.009, -0.0081, 0.0205, 0.0284, 0.0484, 0.0425, 0.0442, 0.0506, 0.0439, 0.0547, 0.0449, 0.0308, 0.0437, 0.0678, 0.0528, 0.0288, 0.0186, 0.0041, 0.0144, 0.0235, 0.0307, 0.0298, 0.0433, 0.0454, 0.0339, 0.016, 0.0, -0.005, -0.0179, 0.0002, -0.0348, -0.0289, -0.0098, -0.0184, -0.0157, -0.0276, -0.0284, -0.0174, -0.0307, -0.0176, -0.0045, -0.0284, -0.0139, -0.0237, -0.0177, 0.0015, -0.0181, -0.0406, -0.0356, -0.0483, -0.0855, -0.1187, -0.0913, -0.1189, -0.1694, -0.177, -0.2129, -0.1557, -0.1925, -0.1619, -0.1369, -0.1369, -0.1528, -0.1438, -0.1486, -0.1245, -0.1081, -0.0879, -0.0951, -0.0825, -0.0767, -0.0647, -0.0697, -0.0585, -0.068, -0.1298, -0.1278, -0.12, -0.1386, -0.1041, -0.1256, -0.1389, -0.1252, -0.109, -0.1011, -0.0821, -0.1055, -0.1064, -0.1088, -0.1058, -0.1118, -0.0927, -0.1071, -0.0839, -0.0715, -0.07, -0.0691, -0.0499, -0.0498, -0.0384, -0.0487, -0.0488, -0.0573, -0.0599, -0.0743, -0.0679, -0.0711, -0.0723, -0.0548, -0.061, -0.0564, -0.0639, -0.0648, -0.0631, -0.0438, -0.0388, -0.0575, -0.0447, -0.0091, -0.0034, -0.0187, -0.0046, -0.0312, -0.0097, -0.0063, -0.0271, -0.0317, -0.022, -0.0052, -0.0134, -0.012, -0.0238, -0.032, -0.0275, -0.034, -0.031, -0.0209, -0.0206, -0.0287, -0.0379, -0.0366, -0.0397, -0.0198, 0.0095, 0.0101, 0.0226, 0.0173, 0.0014, 0.0061, 0.014, 0.0253, 0.0013, 0.0138]}
{"unit_id": "quote:1861401926492983512", "ticker_idx": 0, "ts": "2024-11-26T13:29:37+00:00", "symbol": "AMGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Same efficacy and worse tolerability than what's already on market...I'd expect $AMGN down", "tweet_type": "analysis", "timeline": "intraday", "summary": "AMGN weight-loss drug shows same efficacy but worse tolerability vs LLY/NVO; expects AMGN down, LLY/NVO/VKTX up today.", "resolved_tickers": ["AMGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMGN $LLY $NVO $VKTX\nSo $AMGN basically has the same weight loss as $LLY TZP (everyone expected much higher) with ~20% at 1 year.\n\n$AMGN also apparently is looking for lower priming doses to give \"under 50% and under 20%\" nausea and vomiting.  $LLY TZP does 31% and 12% respectively...$AMGN won't even show us the numbers on nausea and vomiting in that entire presentation.\n\nSame efficacy and worse tolerability than what's already on market...I'd expect $AMGN down, $LLY, $NVO, $VKTX up today.", "reply_text": null, "parent_text": null, "quoted_text": "Did they just say that reducing the priming dose significantly lowered nausea and vomiting to under 50% and under 20%?  Did I catch that right?  $AMGN", "parent_author": null, "ret_m1d": 0.04996237511604007, "ret_signed_m1d": -0.04996237511604007, "alpha_spy_m1d": -0.0551567382950372, "alpha_c_m1d": -0.0551567382950372, "bench_spy_m1d": -0.00519436317899713, "bench_c_m1d": -0.00519436317899713, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00021418383343618785, "ret_signed_p1d": -0.00021418383343618785, "alpha_spy_p1d": -0.0032442722306315064, "alpha_c_p1d": -0.0032442722306315064, "bench_spy_p1d": -0.0030300883971953185, "bench_c_p1d": -0.0030300883971953185, "ret_p1w": -0.006249920794224706, "ret_signed_p1w": 0.006249920794224706, "alpha_spy_p1w": 0.017920619593648435, "alpha_c_p1w": 0.017920619593648435, "bench_spy_p1w": 0.011670698799423729, "bench_c_p1w": 0.011670698799423729, "ret_p1m": -0.061997885334241554, "ret_signed_p1m": 0.061997885334241554, "alpha_spy_p1m": 0.055942167754782224, "alpha_c_p1m": 0.055942167754782224, "bench_spy_p1m": -0.00605571757945933, "bench_c_p1m": -0.00605571757945933, "ret_p3m": 0.11885558700698762, "ret_signed_p3m": -0.11885558700698762, "alpha_spy_p3m": -0.1436873994196376, "alpha_c_p3m": -0.1436873994196376, "bench_spy_p3m": -0.02483181241264998, "bench_c_p3m": -0.02483181241264998, "ret_p6m": 0.047714244058367994, "ret_signed_p6m": -0.047714244058367994, "alpha_spy_p6m": -0.054633597497091624, "alpha_c_p6m": -0.054633597497091624, "bench_spy_p6m": -0.00691935343872363, "bench_c_p6m": -0.00691935343872363, "ret_p1y": 0.24451048319119306, "ret_signed_p1y": -0.24451048319119306, "alpha_spy_p1y": -0.09818497481217259, "alpha_c_p1y": -0.09818497481217259, "bench_spy_p1y": 0.14632550837902047, "bench_c_p1y": 0.14632550837902047, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.00021418383343618785, "alpha_spy_stated": -0.0032442722306315064, "alpha_c_stated": -0.0032442722306315064, "price_path": [0.1674, 0.1728, 0.1827, 0.171, 0.1714, 0.1492, 0.1357, 0.1547, 0.1654, 0.1691, 0.1694, 0.1779, 0.1878, 0.1791, 0.1795, 0.1903, 0.1953, 0.1891, 0.1724, 0.1085, 0.1306, 0.1432, 0.1416, 0.1349, 0.1328, 0.1248, 0.1325, 0.1247, 0.1255, 0.1423, 0.1373, 0.1633, 0.1501, 0.1518, 0.1395, 0.1385, 0.1396, 0.1222, 0.1325, 0.1157, 0.1185, 0.1231, 0.1237, 0.1196, 0.1179, 0.1343, 0.131, 0.1228, 0.1312, 0.1401, 0.1405, 0.1525, 0.1402, 0.0588, 0.068, 0.0485, 0.0048, -0.0045, -0.0002, 0.0281, 0.0353, 0.0519, 0.05, 0.0, 0.0002, 0.0102, -0.0068, -0.006, -0.0062, -0.0203, -0.0265, -0.0085, -0.0152, -0.0236, -0.0212, -0.0335, -0.0482, -0.0502, -0.0758, -0.0672, -0.0594, -0.0572, -0.0554, -0.0601, -0.062, -0.074, -0.0692, -0.074, -0.0671, -0.0765, -0.0641, -0.0564, -0.0635, -0.0351, -0.0461, -0.0395, -0.0378, -0.0282, -0.0186, -0.0235, -0.0076, -0.0164, 0.0105, 0.001, 0.006, 0.0143, 0.0193, 0.0316, 0.0322, 0.0993, 0.0635, 0.0483, 0.0528, 0.0595, 0.0537, 0.0606, 0.0482, 0.0541, 0.0594, 0.0726, 0.0909, 0.115, 0.1363, 0.103, 0.101, 0.1091, 0.1189, 0.1239, 0.1397, 0.1442, 0.1695, 0.1785, 0.1481, 0.125, 0.1256, 0.1294, 0.1419, 0.1472, 0.1367, 0.1342, 0.1378, 0.1318, 0.1047, 0.1006, 0.1008, 0.1051, 0.1216, 0.105, 0.1006, 0.1155, 0.0598, 0.0429, 0.009, 0.048, 0.0131, 0.0296, 0.0582, 0.0631, 0.0175, -0.0017, -0.0147, 0.0023, 0.0005, 0.0075, 0.0111, 0.0192, 0.0389, 0.0474, 0.0217, 0.0124, 0.0083, -0.0264, -0.0069, -0.0206, -0.0429, -0.0108, -0.0263, -0.0558, -0.0219, -0.0106, 0.0019, -0.0012, -0.0145, -0.0125, -0.0133, 0.015, 0.0111, 0.0298, 0.0467, 0.0477]}
{"unit_id": "quote:1861401926492983512", "ticker_idx": 1, "ts": "2024-11-26T13:29:37+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY, $NVO, $VKTX up today", "tweet_type": "analysis", "timeline": "intraday", "summary": "AMGN weight-loss drug shows same efficacy but worse tolerability vs LLY/NVO; expects AMGN down, LLY/NVO/VKTX up today.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMGN $LLY $NVO $VKTX\nSo $AMGN basically has the same weight loss as $LLY TZP (everyone expected much higher) with ~20% at 1 year.\n\n$AMGN also apparently is looking for lower priming doses to give \"under 50% and under 20%\" nausea and vomiting.  $LLY TZP does 31% and 12% respectively...$AMGN won't even show us the numbers on nausea and vomiting in that entire presentation.\n\nSame efficacy and worse tolerability than what's already on market...I'd expect $AMGN down, $LLY, $NVO, $VKTX up today.", "reply_text": null, "parent_text": null, "quoted_text": "Did they just say that reducing the priming dose significantly lowered nausea and vomiting to under 50% and under 20%?  Did I catch that right?  $AMGN", "parent_author": null, "ret_m1d": -0.043480517527350604, "ret_signed_m1d": -0.043480517527350604, "alpha_spy_m1d": -0.038286154348353474, "alpha_c_m1d": -0.038286154348353474, "bench_spy_m1d": -0.00519436317899713, "bench_c_m1d": -0.00519436317899713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00143163525419987, "ret_signed_p1d": -0.00143163525419987, "alpha_spy_p1d": 0.0015984531429954485, "alpha_c_p1d": 0.0015984531429954485, "bench_spy_p1d": -0.0030300883971953185, "bench_c_p1d": -0.0030300883971953185, "ret_p1w": 0.051335399505185064, "ret_signed_p1w": 0.051335399505185064, "alpha_spy_p1w": 0.039664700705761335, "alpha_c_p1w": 0.039664700705761335, "bench_spy_p1w": 0.011670698799423729, "bench_c_p1w": 0.011670698799423729, "ret_p1m": -0.007791566413766549, "ret_signed_p1m": -0.007791566413766549, "alpha_spy_p1m": -0.0017358488343072187, "alpha_c_p1m": -0.0017358488343072187, "bench_spy_p1m": -0.00605571757945933, "bench_c_p1m": -0.00605571757945933, "ret_p3m": 0.1799046092401797, "ret_signed_p3m": 0.1799046092401797, "alpha_spy_p3m": 0.20473642165282968, "alpha_c_p3m": 0.20473642165282968, "bench_spy_p3m": -0.02483181241264998, "bench_c_p3m": -0.02483181241264998, "ret_p6m": -0.04988891245200622, "ret_signed_p6m": -0.04988891245200622, "alpha_spy_p6m": -0.04296955901328259, "alpha_c_p6m": -0.04296955901328259, "bench_spy_p6m": -0.00691935343872363, "bench_c_p6m": -0.00691935343872363, "ret_p1y": 0.350251616833279, "ret_signed_p1y": 0.350251616833279, "alpha_spy_p1y": 0.20392610845425851, "alpha_c_p1y": 0.20392610845425851, "bench_spy_p1y": 0.14632550837902047, "bench_c_p1y": 0.14632550837902047, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.00143163525419987, "alpha_spy_stated": 0.0015984531429954485, "alpha_c_stated": 0.0015984531429954485, "price_path": [0.2002, 0.1892, 0.2143, 0.2098, 0.1969, 0.1545, 0.1418, 0.1488, 0.1399, 0.1648, 0.1826, 0.1683, 0.1681, 0.1462, 0.1446, 0.1574, 0.1655, 0.1618, 0.1692, 0.1694, 0.1501, 0.1102, 0.1206, 0.1187, 0.127, 0.1201, 0.1221, 0.1363, 0.1557, 0.1633, 0.1519, 0.1789, 0.1757, 0.1552, 0.1591, 0.16, 0.1611, 0.1461, 0.1499, 0.1424, 0.1274, 0.1291, 0.1328, 0.1429, 0.0711, 0.0495, 0.0358, 0.0196, 0.0195, -0.018, 0.0086, 0.0517, 0.0529, 0.0357, 0.0268, -0.0056, -0.0546, -0.0787, -0.0755, -0.0455, -0.0499, -0.0523, -0.0435, 0.0, -0.0014, 0.0076, 0.0133, 0.0304, 0.0513, 0.046, 0.0474, 0.0181, 0.013, 0.0085, -0.0088, -0.0003, -0.0131, -0.0136, -0.0312, -0.0403, -0.0273, 0.0088, 0.008, 0.0061, -0.0078, -0.0196, -0.0219, -0.0143, -0.0093, -0.0307, -0.0203, -0.0027, 0.0134, 0.0103, -0.0563, -0.0539, -0.0402, -0.0806, -0.0595, -0.0448, -0.0288, -0.005, 0.0239, 0.0199, 0.0187, 0.043, 0.0276, 0.0267, 0.0466, 0.067, 0.1027, 0.1127, 0.1008, 0.0959, 0.106, 0.1046, 0.0715, 0.0879, 0.1004, 0.1081, 0.1088, 0.1186, 0.1445, 0.1612, 0.1487, 0.1684, 0.1799, 0.1562, 0.1799, 0.1584, 0.1036, 0.053, 0.0458, 0.043, 0.0174, 0.0324, 0.0467, 0.0438, 0.0622, 0.0693, 0.063, 0.0976, 0.0817, 0.0492, 0.0428, 0.0438, 0.0482, 0.0219, 0.0384, 0.0014, -0.0631, -0.0815, -0.0783, -0.0435, -0.0851, -0.0705, -0.0427, -0.0391, -0.0673, 0.066, 0.0381, 0.0502, 0.0526, 0.0911, 0.1226, 0.1134, 0.1234, 0.1409, 0.0078, 0.0453, 0.0425, -0.0163, -0.0143, -0.0463, -0.0678, -0.0411, -0.0532, -0.0919, -0.0694, -0.0368, -0.0397, -0.05, -0.0781, -0.0905, -0.0924, -0.0777, -0.0852, -0.0811, -0.0619, -0.0499]}
{"unit_id": "quote:1861401926492983512", "ticker_idx": 2, "ts": "2024-11-26T13:29:37+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY, $NVO, $VKTX up today", "tweet_type": "analysis", "timeline": "intraday", "summary": "AMGN weight-loss drug shows same efficacy but worse tolerability vs LLY/NVO; expects AMGN down, LLY/NVO/VKTX up today.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMGN $LLY $NVO $VKTX\nSo $AMGN basically has the same weight loss as $LLY TZP (everyone expected much higher) with ~20% at 1 year.\n\n$AMGN also apparently is looking for lower priming doses to give \"under 50% and under 20%\" nausea and vomiting.  $LLY TZP does 31% and 12% respectively...$AMGN won't even show us the numbers on nausea and vomiting in that entire presentation.\n\nSame efficacy and worse tolerability than what's already on market...I'd expect $AMGN down, $LLY, $NVO, $VKTX up today.", "reply_text": null, "parent_text": null, "quoted_text": "Did they just say that reducing the priming dose significantly lowered nausea and vomiting to under 50% and under 20%?  Did I catch that right?  $AMGN", "parent_author": null, "ret_m1d": -0.014793165391874363, "ret_signed_m1d": -0.014793165391874363, "alpha_spy_m1d": -0.009598802212877233, "alpha_c_m1d": -0.009598802212877233, "bench_spy_m1d": -0.00519436317899713, "bench_c_m1d": -0.00519436317899713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0030300883971953185, "alpha_c_p1d": 0.0030300883971953185, "bench_spy_p1d": -0.0030300883971953185, "bench_c_p1d": -0.0030300883971953185, "ret_p1w": 0.026759687372258423, "ret_signed_p1w": 0.026759687372258423, "alpha_spy_p1w": 0.015088988572834694, "alpha_c_p1w": 0.015088988572834694, "bench_spy_p1w": 0.011670698799423729, "bench_c_p1w": 0.011670698799423729, "ret_p1m": -0.17676430501957408, "ret_signed_p1m": -0.17676430501957408, "alpha_spy_p1m": -0.17070858744011475, "alpha_c_p1m": -0.17070858744011475, "bench_spy_p1m": -0.00605571757945933, "bench_c_p1m": -0.00605571757945933, "ret_p3m": -0.15791947956434527, "ret_signed_p3m": -0.15791947956434527, "alpha_spy_p3m": -0.1330876671516953, "alpha_c_p3m": -0.1330876671516953, "bench_spy_p3m": -0.02483181241264998, "bench_c_p3m": -0.02483181241264998, "ret_p6m": -0.30270807019252755, "ret_signed_p6m": -0.30270807019252755, "alpha_spy_p6m": -0.2957887167538039, "alpha_c_p6m": -0.2957887167538039, "bench_spy_p6m": -0.00691935343872363, "bench_c_p6m": -0.00691935343872363, "ret_p1y": -0.5310945325064758, "ret_signed_p1y": -0.5310945325064758, "alpha_spy_p1y": -0.6774200408854962, "alpha_c_p1y": -0.6774200408854962, "bench_spy_p1y": 0.14632550837902047, "bench_c_p1y": 0.14632550837902047, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.0, "alpha_spy_stated": 0.0030300883971953185, "alpha_c_stated": 0.0030300883971953185, "price_path": [0.2671, 0.2958, 0.3112, 0.2839, 0.2676, 0.2333, 0.2357, 0.2429, 0.2228, 0.2742, 0.2877, 0.2909, 0.2899, 0.2438, 0.2443, 0.2709, 0.2015, 0.1656, 0.1819, 0.1962, 0.1712, 0.1378, 0.1219, 0.1119, 0.0975, 0.0843, 0.0847, 0.1097, 0.1043, 0.1024, 0.1074, 0.1311, 0.1286, 0.1101, 0.1121, 0.1139, 0.1127, 0.1055, 0.0974, 0.0905, 0.0734, 0.0683, 0.0587, 0.0551, 0.067, 0.0548, 0.0547, 0.0338, 0.0377, -0.0073, 0.0141, 0.0101, 0.0279, 0.0088, 0.0073, -0.0076, -0.0414, -0.0595, -0.033, -0.0081, -0.033, -0.0101, -0.0148, 0.0, 0.0, 0.0063, 0.0239, 0.0289, 0.0268, 0.0253, 0.0437, 0.0466, 0.0288, 0.0524, 0.0234, 0.0077, 0.0181, 0.0177, -0.0016, -0.0253, -0.1991, -0.1641, -0.1768, -0.1741, -0.1768, -0.1922, -0.1895, -0.1754, -0.1741, -0.1988, -0.2147, -0.1931, -0.1872, -0.2027, -0.2351, -0.2187, -0.2173, -0.2586, -0.2365, -0.2408, -0.2358, -0.1711, -0.1754, -0.1973, -0.2082, -0.1959, -0.2043, -0.2212, -0.2215, -0.1922, -0.1786, -0.1857, -0.2094, -0.211, -0.2293, -0.2572, -0.2663, -0.2243, -0.2142, -0.211, -0.1701, -0.1464, -0.143, -0.1562, -0.1593, -0.1459, -0.1579, -0.1755, -0.1439, -0.1705, -0.1786, -0.2561, -0.264, -0.2953, -0.2849, -0.2731, -0.2448, -0.237, -0.2556, -0.2576, -0.2758, -0.2902, -0.3065, -0.3241, -0.3389, -0.347, -0.3352, -0.3487, -0.3467, -0.3576, -0.4011, -0.3907, -0.4102, -0.3768, -0.414, -0.3803, -0.3675, -0.3826, -0.398, -0.4439, -0.4415, -0.4264, -0.4131, -0.4004, -0.4056, -0.4005, -0.3761, -0.3638, -0.3719, -0.3372, -0.3382, -0.3653, -0.3533, -0.3791, -0.3703, -0.3514, -0.3738, -0.3833, -0.3667, -0.3837, -0.3583, -0.347, -0.347, -0.3473, -0.3552, -0.3256, -0.3432, -0.335, -0.3154, -0.3027]}
{"unit_id": "quote:1861401926492983512", "ticker_idx": 3, "ts": "2024-11-26T13:29:37+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY, $NVO, $VKTX up today", "tweet_type": "analysis", "timeline": "intraday", "summary": "AMGN weight-loss drug shows same efficacy but worse tolerability vs LLY/NVO; expects AMGN down, LLY/NVO/VKTX up today.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMGN $LLY $NVO $VKTX\nSo $AMGN basically has the same weight loss as $LLY TZP (everyone expected much higher) with ~20% at 1 year.\n\n$AMGN also apparently is looking for lower priming doses to give \"under 50% and under 20%\" nausea and vomiting.  $LLY TZP does 31% and 12% respectively...$AMGN won't even show us the numbers on nausea and vomiting in that entire presentation.\n\nSame efficacy and worse tolerability than what's already on market...I'd expect $AMGN down, $LLY, $NVO, $VKTX up today.", "reply_text": null, "parent_text": null, "quoted_text": "Did they just say that reducing the priming dose significantly lowered nausea and vomiting to under 50% and under 20%?  Did I catch that right?  $AMGN", "parent_author": null, "ret_m1d": -0.026768935595168464, "ret_signed_m1d": -0.026768935595168464, "alpha_spy_m1d": -0.021574572416171334, "alpha_c_m1d": -0.0214327207365268, "bench_spy_m1d": -0.00519436317899713, "bench_c_m1d": -0.0053362148586416636, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020404346498490655, "ret_signed_p1d": 0.020404346498490655, "alpha_spy_p1d": 0.023434434895685974, "alpha_c_p1d": 0.015068238786303256, "bench_spy_p1d": -0.0030300883971953185, "bench_c_p1d": 0.005336107712187399, "ret_p1w": -0.04080862158744536, "ret_signed_p1w": -0.04080862158744536, "alpha_spy_p1w": -0.05247932038686909, "alpha_c_p1w": -0.0447082167881413, "bench_spy_p1w": 0.011670698799423729, "bench_c_p1w": 0.003899595200695938, "ret_p1m": -0.2295020356002243, "ret_signed_p1m": -0.2295020356002243, "alpha_spy_p1m": -0.22344631802076498, "alpha_c_p1m": -0.18441148613177782, "bench_spy_p1m": -0.00605571757945933, "bench_c_p1m": -0.045090549468446484, "ret_p3m": -0.5189067457160705, "ret_signed_p3m": -0.5189067457160705, "alpha_spy_p3m": -0.49407493330342056, "alpha_c_p3m": -0.5468688630157228, "bench_spy_p3m": -0.02483181241264998, "bench_c_p3m": 0.027962117299652256, "ret_p6m": -0.5110445201322047, "ret_signed_p6m": -0.5110445201322047, "alpha_spy_p6m": -0.5041251666934811, "alpha_c_p6m": -0.42666829464463474, "bench_spy_p6m": -0.00691935343872363, "bench_c_p6m": -0.08437622548756996, "ret_p1y": -0.35323847957101717, "ret_signed_p1y": -0.35323847957101717, "alpha_spy_p1y": -0.49956398795003765, "alpha_c_p1y": -0.4346077469678512, "bench_spy_p1y": 0.14632550837902047, "bench_c_p1y": 0.08136926739683403, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.020404346498490655, "alpha_spy_stated": 0.023434434895685974, "alpha_c_stated": 0.015068238786303256, "price_path": [0.1449, 0.1728, 0.2003, 0.093, 0.0876, 0.0369, 0.0133, 0.0255, 0.023, 0.1387, 0.1758, 0.2492, 0.2561, 0.1782, 0.2065, 0.2759, 0.3192, 0.217, 0.1593, 0.1818, 0.1666, 0.1537, 0.1851, 0.1606, 0.211, 0.2001, 0.216, 0.1795, 0.2482, 0.1726, 0.169, 0.2325, 0.2317, 0.2239, 0.2327, 0.2096, 0.2317, 0.2044, 0.1612, 0.1305, 0.3706, 0.4607, 0.395, 0.3731, 0.3431, 0.3579, 0.3643, 0.182, 0.2098, 0.2331, 0.2888, 0.2819, 0.1788, 0.1344, 0.0307, 0.0028, -0.0719, -0.0807, -0.0358, -0.0354, -0.0335, -0.0155, -0.0268, 0.0, 0.0204, -0.009, -0.0358, -0.0592, -0.0408, -0.0663, -0.049, -0.0575, -0.1043, -0.0788, -0.1039, -0.1196, -0.1159, -0.1258, -0.2834, -0.2233, -0.2091, -0.2078, -0.2072, -0.201, -0.2295, -0.2555, -0.2467, -0.2303, -0.1971, -0.2039, -0.2201, -0.24, -0.2641, -0.2722, -0.3648, -0.3474, -0.3905, -0.3888, -0.3847, -0.3626, -0.3459, -0.3542, -0.3736, -0.3575, -0.3742, -0.3693, -0.3869, -0.41, -0.394, -0.3729, -0.4111, -0.3905, -0.4352, -0.4392, -0.4511, -0.4478, -0.4294, -0.4523, -0.3955, -0.4079, -0.3622, -0.4534, -0.4699, -0.4792, -0.4633, -0.4596, -0.5189, -0.4742, -0.477, -0.4631, -0.4553, -0.4766, -0.5036, -0.4468, -0.4435, -0.4218, -0.4416, -0.4485, -0.4371, -0.4693, -0.4581, -0.4519, -0.4762, -0.5069, -0.5109, -0.5198, -0.5479, -0.5524, -0.5193, -0.5466, -0.5766, -0.6016, -0.626, -0.5676, -0.5972, -0.5841, -0.5401, -0.5674, -0.5582, -0.5519, -0.556, -0.523, -0.5172, -0.5197, -0.5322, -0.5144, -0.477, -0.4596, -0.4643, -0.4504, -0.448, -0.4944, -0.4841, -0.4787, -0.4843, -0.4702, -0.4808, -0.5026, -0.4871, -0.4678, -0.4852, -0.4633, -0.4899, -0.4809, -0.4949, -0.4912, -0.4921, -0.4729, -0.4983, -0.511]}
{"unit_id": "thread:1763314196349935945", "ticker_idx": 0, "ts": "2024-02-29T21:23:59+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY could dose higher too for the same results... Tirzepatide discontinuations are lower than placebo at 72 weeks. 15% discontinuations in 72 weeks for $LLY versus 26 in 13 weeks for $VKTX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish VKTX: efficacy advantage is dose-dependent with poor tolerability (26% dropout in 13wks); bullish LLY by contrast on superior tolerability at 72wks.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@mtheory11bio Exactly.  Look how much worse the $VKTX efficacy is if you only look at the lower (comparable tolerability) doses and move back a week.\n\nThey’re just giving more drug.  Not a better drug, just more of it. https://t.co/W3FzcUCnn4\n\n---\n\n$LLY could dose higher too for the same results, but why market a dose where ***26% of patient discontinue therapy within 13 weeks***!\n\nTirzepatide discontinuations are lower than placebo at ***72 weeks***.  \n\n15% discontinuations in 72 weeks for $LLY versus 26 in 13 weeks for $VKTX.\n\nThe drugs are the same design and mechanism.  The data says they’re likely getting essentially the same results dose/tolerability adjusted.\n\nLooking at all this data, do you not agree?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03636264485690033, "ret_signed_m1d": -0.03636264485690033, "alpha_spy_m1d": -0.02706169640855005, "alpha_c_m1d": -0.02706169640855005, "bench_spy_m1d": -0.009300948448350277, "bench_c_m1d": -0.009300948448350277, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012990316293819193, "ret_signed_p1d": 0.012990316293819193, "alpha_spy_p1d": 0.014062837773673231, "alpha_c_p1d": 0.014062837773673231, "bench_spy_p1d": -0.0010725214798540383, "bench_c_p1d": -0.0010725214798540383, "ret_p1w": -0.02554579635587262, "ret_signed_p1w": -0.02554579635587262, "alpha_spy_p1w": -0.023342333587619613, "alpha_c_p1w": -0.023342333587619613, "bench_spy_p1w": -0.002203462768253006, "bench_c_p1w": -0.002203462768253006, "ret_p1m": -0.02321879633906887, "ret_signed_p1m": -0.02321879633906887, "alpha_spy_p1m": -0.03804191856826589, "alpha_c_p1m": -0.03804191856826589, "bench_spy_p1m": 0.014823122229197017, "bench_c_p1m": 0.014823122229197017, "ret_p3m": 0.050655012696330326, "ret_signed_p3m": 0.050655012696330326, "alpha_spy_p3m": 0.019147671294156732, "alpha_c_p3m": 0.019147671294156732, "bench_spy_p3m": 0.031507341402173594, "bench_c_p3m": 0.031507341402173594, "ret_p6m": 0.23126906867051722, "ret_signed_p6m": 0.23126906867051722, "alpha_spy_p6m": 0.1251843360407554, "alpha_c_p6m": 0.1251843360407554, "bench_spy_p6m": 0.10608473262976181, "bench_c_p6m": 0.10608473262976181, "ret_p1y": 0.19644119121348647, "ret_signed_p1y": 0.19644119121348647, "alpha_spy_p1y": 0.04495635952138399, "alpha_c_p1y": 0.04495635952138399, "bench_spy_p1y": 0.15148483169210247, "bench_c_p1y": 0.15148483169210247, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02321879633906887, "alpha_spy_stated": -0.03804191856826589, "alpha_c_stated": -0.03804191856826589, "price_path": [-0.2446, -0.2456, -0.2546, -0.2525, -0.2493, -0.2479, -0.2492, -0.2367, -0.2546, -0.2536, -0.2374, -0.2678, -0.2699, -0.26, -0.26, -0.2722, -0.2699, -0.272, -0.2716, -0.2578, -0.2586, -0.256, -0.2442, -0.2116, -0.2157, -0.2105, -0.201, -0.2017, -0.1957, -0.1886, -0.1794, -0.1901, -0.1973, -0.2044, -0.1977, -0.1948, -0.1963, -0.1912, -0.1989, -0.1841, -0.1768, -0.1768, -0.176, -0.1571, -0.1479, -0.0986, -0.1001, -0.0742, -0.061, -0.0553, -0.059, -0.0517, -0.0317, -0.0311, -0.0001, -0.0338, -0.0463, -0.016, -0.0161, -0.013, -0.0219, -0.0313, -0.0364, 0.0, 0.013, -0.0058, -0.003, -0.0025, -0.0255, -0.0611, -0.0347, -0.031, -0.0273, -0.0357, -0.0249, -0.0119, -0.0118, -0.0152, -0.0147, -0.0115, -0.0092, -0.005, -0.0053, -0.0276, -0.0232, -0.0078, -0.018, 0.0027, -0.0062, -0.0318, -0.0258, -0.0288, -0.039, -0.0401, -0.0452, -0.0401, -0.0462, -0.0714, -0.0649, -0.0466, -0.0638, -0.0732, -0.0622, -0.0574, -0.0013, -0.0069, -0.0335, -0.0603, -0.0197, -0.0056, -0.0091, -0.0135, -0.0283, -0.0312, -0.0232, 0.008, -0.0124, -0.0138, 0.0031, 0.0287, 0.0283, 0.0354, 0.0341, 0.0347, 0.0394, 0.0439, 0.0507, 0.0646, 0.0663, 0.0653, 0.0724, 0.0886, 0.1079, 0.1089, 0.1108, 0.1313, 0.1251, 0.1335, 0.1417, 0.1347, 0.132, 0.14, 0.1586, 0.1543, 0.1643, 0.1596, 0.1711, 0.1613, 0.1502, 0.1713, 0.1757, 0.1943, 0.2036, 0.1964, 0.2147, 0.2173, 0.206, 0.1598, 0.0872, 0.0982, 0.1091, 0.1249, 0.1013, 0.0517, 0.0305, 0.0346, 0.0121, 0.0301, 0.0662, 0.0303, -0.0071, 0.0159, -0.0111, 0.0826, 0.142, 0.1327, 0.163, 0.1933, 0.1948, 0.1827, 0.1823, 0.2184, 0.2209, 0.2238, 0.2219, 0.2191, 0.2242, 0.2171, 0.2058, 0.2313]}
{"unit_id": "thread:1888946758895411623", "ticker_idx": 0, "ts": "2025-02-10T13:42:56+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own more $NKTR today than I did yesterday, and I have yet to sell a *single* share. … its enterprise value is still ~$100M...which puts it at less than half of the EV that $QTTB, $ANAB, and $CRVS all had *BEFORE* their atopic derm readouts … $NKTR's EV could pretty easily become *negative* again at these prices if they are able to out license the dapi royalty", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still long and adding NKTR post-AD hit; EV below pre-data comps that failed, with dapi royalty/LLY lawsuit/alopecia readout as additional catalysts.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨PITCH ALERT🚨 $NKTR \nCurrently at $0.676, representing a  ~0.45x cash multiple and approaching an atopic dermatitis (AD) readout that has a legitimate chance at success, $NKTR represents one of the most compelling risk/reward profiles I have ever seen in small cap biotech.\n\nThis thread provides a very basic overview of the setup.  For greater depth, I have provided a link to a much longer pitch at the end of this first \"slide\".\n\nAlthough I am clearly bullish (and long) $NKTR at its current prices, I am NOT arguing that their AD readout has an atypically high probability of success (POS).  Rather, I argue that its POS is being underwritten as *zero* in spite of encouraging P1b proof of concept (POC) data.\n\nI will analyze NKTR's MOA, existing data, competitor data, financial position, and the (much larger) valuations that have recently been ascribed to similar AD readouts that clearly had much weaker rationale than $NKTR going into data.\n\nFor those looking for greater depth than this thread provides, here is the link to the pitch (via Google Doc):\nhttps://t.co/Li9AZZUhVC\n\n---\n\n$NKTR's P1b Trial:\n➡️Had a relatively robust n=43 sample size.\n➡️Tested 2 dose levels against placebo.\n➡️Dosed patients for only 12 weeks (16 wks is typical for most AD induction studies)\n➡️Was run by $LLY, as they had partnered on this compound in 2017\n\nTo understand my $NKTR pitch, we have to analyze the P1b AD data through 3 different lenses:\n1⃣ $LLY's Initial 🚨Erroneous🚨analysis (Sep ‘22)\n2⃣ $NKTR's Reanalysis at week 12 (Aug ‘23)\n3⃣ *My* Re-reanalysis at week 10\n\n---\n\nThis might be the most important portion of the $NKTR story to understand.\n\n🧑‍💼Analysis 1⃣:  $LLY’s 🚨Erroneous🚨 analysis\n\nINCORRECT Week 12 data below:\n➡️ Mean EASI reduction of 66% (18% Pbo adj)\n➡️ EASI75 rate of 29% (9% pbo adj)\n\nAlthough the mean EASI reduction of 66% in this analysis might suggest activity, the 9% pbo-adj EASI75 rate is awful.  This is a program killer.  The worst comp on the market is the recently launched Nemluvio, with a 13% EASI75 delta.\n\nThis $LLY analysis made NKTR’s drug look dead on arrival when released in 2022.  $LLY divested the seemingly worthless asset back to $NKTR, and investors abandoned the stock. However...\n\n🧑‍💼Analysis 2⃣:  $NKTR 12 week data\nA year later we discovered that $LLY had misanalysed NKTR’s data completely.  The properly analyzed data showed much greater signs of activity:\n\nCorrected Week 12 data below:\n➡️ Mean EASI reduction of 83% (36% pbo adj)\n➡️ EASI75 rate of 41% (21% Pbo adj)\n\nComparing to the AD leader Dupixent, the mean EASI reduction is stronger (83% vs 72%), however, the key endpoint of pbo-adj EASI75 rate is worse (21% vs 33%).\n\nSo, NKTR’s week 12 analysis clearly suggests that the drug is active and may compete against “lesser” AD drugs, but not against $REGN’s megablockbuster Dupixent.\n\n🧑‍💼Analysis 3⃣: *My* Re-reanalysis at Week 10\n\nIn addition to the bad luck of $LLY’s misanalysis, $NKTR also seems to have suffered from a very unlucky primary efficacy analysis timepoint due to 2 factors:\n      ↪️Bad Luck #1:  IMO, an EASI75 responder patient no-showed their Wk 12 appointment, making this responder not count toward the Wk12 PE.\n      ↪️Bad Luck #2: Wk12 was the ONLY timepoint throughout the entire 48 week study (with 18 total efficacy assessments) where there were 2 EASI75 responses on placebo instead of 1 or 0, thus making the Wk12 Pbo-adj EASI75 rate 10% lower!  \n\nAbsolutely terrible luck for $NKTR🤦‍♂️🐈‍⬛\n\nWith this (re)reanalysis at week 10, we would have:\n➡️Mean EASI reduction of ~85% (~55% pbo adj)\n➡️EASI75 rate of 53% (43% pbo adj)\n\nThese numbers make a much stronger case for $NKTR, now showing a 43% EASI75 delta that compares much more favorably to Dupixent’s 33% EASI75 delta.\n\nBonus:  Another source of bad luck? 🐈‍⬛\nAlso note that even at week 12, $NKTR’s mean EASI reduction is greater than P3 studies of Dupilumab and Lebrikizumab showed, yet the EASI75 rate is lower.  Mean EASI reduction higher & EASI75 rate lower  suggests that $NKTRs patients were getting close to, but falling just shy of, hitting the EASI75 threshold.  Bad luck again (!!!) and another signal that the data are actually more impressive than they look at face value.\n\nSee the attached figures to...\n1⃣Visualize the phenomenon of an EASI75 responder missing their week 12 appointment\n2⃣Track how the $NKTR data look dramatically different from the initial $LLY mistake, to the reanalyzed Wk12 datacut, to my Wk10 re-reanalysis\n\n---\n\nIn the prior slide we see how the $NKTR AD data may be far more encouraging than even the reanalyzed dataset suggests when one looks closer.\n\n🤔Is it possible that $NKTR could reach Dupixent-like efficacy❓ \n          Yes! ✅\n🤔Is Dupixent-like efficacy necessary for $NKTR's readout to be “positive”?  \n            No! ❌\n\nAttached you will see a larger breakdown of atopic derm comps, which shows that many newer AD drugs  have worse efficacy than Dupi/Lebri, but still being advanced as valuable assets by pharma.\n\nEven Nemolizumab with undifferentiated Q4W dosing and a paltry 13% EASI75 delta (🤮) was just recently launched in AD.  OX40 drugs with 19-29% EASI75 deltas are being hailed as potential blockbusters (by $AMGN and $SNY respectively).\n\nIn that context, NKTR’s 21% Wk12 & 43% Wk10 EASI75 deltas look especially encouraging if a number somewhere in the middle can be replicated in P2b.\n\n---\n\n$NKTR\nResponse Durability → $NKTR’s secret weapon?\n                                    🤫🔫🤫\n\n$SNY’s megablockbuster Dupixent is dosed Q2W.  $LLY is about to challenge them with Lebri’s comparable efficacy and Q4W dosing.  Down the road, the $2.4B dollar company $APGE will be pursuing these same MOAs with YTE-modification allowing for possibly Q12W dosing.\n\nIn addition to bringing an alternative MOA to the IL4/13 cluster that $REGN/$LLY/$APGE are crowding into, less frequent dosing would be a key way to garner AD market share.\n\n$NKTR’s upcoming P2b readout will be a 16wk induction period only, but the study will continue for longer with arms testing very sparse Q12W dosing.  Showing the ability to dose Q12W in AD maintenance would be a massive win for $NKTR.\n\nAlthough we won’t be able confirm Q12W dosing success in the 2nd quarter readout, $NKTR’s P1b dataset showed that Rezpeg’s responses appeared to be atypically durable, lasting 36 weeks AFTER the final dose of the drug!  🤯\n\nThis suggests that $NKTR has a real shot at achieving the valuable differentiator of less frequent dosing!\n\nAttached, you can see:\n1⃣My analysis of NKTR’s response durability (including caveats!)\n2⃣NKTR’s P2b study design with Q12W maintenance arms\n\n---\n\n$NKTR is too cheap - Let's use case studies to support this!\n\nFrom the data presented above, my personal takeaway is that NKTR’s P1b dataset provides the most compelling proof of concept for a pre-phase 2 mechanism of action that I have recently seen in AD.  Yet, NKTR’s price is currently reflective of pure, unabated skepticism.\n\nIn fact, NKTR is so cheap that it's hard for me to grasp without using recent case studies as reference...\n\nLet’s examine NKTR’s current valuation in the context of the valuations that 3 similar companies have held into comparable AD readouts all within the last 3 months (detailed calcs shared in the linked doc):\n\nNKTR’s Valuation:  With ~$280M cash, ~185M shares outstanding, and a current share price of $0.676, NKTR is trading at LESS THAN HALF CASH, with a cash multiple of roughly 0.446x.\n   ↪️ Validation:  P1b data showing encouraging Wk10-12 response rates\n   ↪️ Valuation into data:  ~(-$150M) Enterprise value\n\n 1.) $QTTB Case Study\n   ↪️Validation:  Negative validation.  There was no QTTB POC data and the TSLP MOA had already failed for other drugs in AD\n   ↪️Valuation into data:  +$208M\n💰NKTR upside to this pre-data EV:  283%\n\n2.) $ANAB Case Study\n↪️Validation:  None.  BTLA MOA never before tested in AD, failed in multiple other indications.\n↪️Valuation into data: +$245M (this is a nuanced #...See doc)\n💰NKTR upside to the pre-data EV:  320%\n\n3.) $CRVS Case Study\n↪️Validation:  None.  ITK MOA never before tested in AD.\n↪️Valuation into data:  $475M\n💰NKTR upside to the pre-data EV:  503%\n\nAs all of these case studies show, each company had WORSE proof of concept for their upcoming AD data being positive than $NKTR does, yet these companies all held valuations comprising >3-5x multiples of $NKTRs current valuation.\n\nAll of these companies got significant value ascribed to wholly unvalidated AD readouts.  Why should $NKTR trade at a deeply negative EV with their superior validation and AD data 1 quarter away? 🤔\n\n---\n\n$NKTR Pitch Summary Slide\n\n➡️$NKTR has P2b AD data for Rezpegaldesluekin in Q2 👨‍🔬\n➡️Rezpeg has been forgotten after a misanalysis of AD data by Lilly in 2022 ⚠️\n➡️Reanalyzed data are much more encouraging, and my re-reanalysis of these data shows there may be even more reason for optimism 📈\n➡️NKTR’s AD program has been plagued by TERRIBLE luck 🐈‍⬛\n➡️IMO NKTR has a shot at dupi-like efficacy, which could yield a 10x scenario from $0.676🤞\n➡️The possibility of Q12Wk dosing is real, and a potential game-changer for Rezpeg’s use case 💉\n➡️Even if moderately active, current AD comps suggest Rezpeg would have real value, making the ~0.45x cash multiple that $NKTR currently trade at seem wildly inappropriate 🫰\n\n🚀Although caveats abound, $NKTR’s current valuation might be the best risk/reward skew I have ever seen in small cap biotech.\n\n📒Read my (much longer) pitch document attached in the first slide and give me feedback!\n\nBonus:  I also recommend purchasing the transcript of a very recent @Slingshot_Invst interview on this topic with Key Opinion Leader Jonathan Silverberg.  I have not discussed the interview at all here or even in my longer document, but it is FULL of great detail.  The transcript is well worth a few bucks if you are interested in the $NKTR setup.\n\n---\n\nYesterday there was a massive development for $NKTR, which seems to have been largely missed.  IMO, yesterday confirmed that $NKTR is sitting on a \"secret\" or \"undiscovered\" asset that may now be worth ~100% upside to its market cap.  If you read my full pitch (linked in first slide) you saw discussion of $NKTR's rights to Dapirolizumab milestones and royalties.  However, when I published the pitch 4 days ago, there was really no way to accurately benchmark that asset's current value, so its discussion and attribution to $NKTR's value were minimal.\n\nWhat changed yesterday was $RPRX paying $250M for mid-single-digit royalties on a lupus drug (Liftilimab) that is highly similar to $NKTR's Dapi.  Since $NKTR owns \"low-single-digit\" royalties on Dapi, we can roughly argue that Dapi represents ~$125M in NPV to $NKTR, which is roughly equal to $NKTR's entire market cap alone and exclusive of the $40M in Dapi developmental/regulatory milestone eligibility that $NKTR also owns.\n\nNote that these drugs are extremely similar, supporting the hypothesis that $NKTR's Dapi should be valued similarly to Lifti:\n➡️Both Dapi and Lifti are new MOAs for treating Lupus\n➡️Both drugs are in similar development timelines\n      ↪️$NKTR's Dapi actually already has P3 data available, versus only P2 data for $BIIB's Lifti\n➡️ Both drugs have shown very similar efficacy \n\nAttached photos show\n1⃣ A table comparing the existing Lupus data between these drugs (validating Dapi as a drug that can be fairly value-comped to Lifti)\n2⃣ A screenshot from $NKTR's most recent 10Q that:\n      ↪️Details their royalty/milestone rights\n      ↪️Explicitly states that the value of this agreement has, to date, been omitted from the company's calculations\n\nAlso note that $NKTR already has a history of striking lucrative deals on drug royalties:\n1⃣ A 2012 royalty deal with $RPRX for $124M\n2⃣ A 2020 royalty deal with HRM for $150M\n3⃣❓In my opinion, $NKTR now has excellent proof of concept to leverage their Dapirolizumab rights into a 3rd 9-figure royalty payout, as they have consistently executed similar deals in the past. \n\nSo, now $NKTR not only has 2x its market cap in cash, but arguably 1x its market cap in Dapirolizumab NPV.  At present, my opinion is that $NKTR would have to ~3x from today's opening price just to arrive at a ~$0 valuation for its atopic dermatitis shot on goal, which as my pitch highlights should be the PRIMARY value driver for the company!\n\nAs I will keep saying, there are ALWAYS huge risks in small cap biotech.  But, yesterday's new development for $NKTR officially pushes me to call this the best risk/reward skewed biotech setup I have ever seen.\n\n---\n\nYet another positive development for $NKTR yesterday, as they announced that a 3rd party (TrialNet) is coming in to fund a P2 trial of their drug (Rezpeg) In Type 1 Diabetes.  This gives the company yet another shot on goal outside of atopic derm.  Best of all, it's a free shot on goal.\n\nHonestly, I probably would've been critical of the company if they launched this on their own, as it would have been yet another source of cash burn.  But when someone offers to PAY to study your drug in another disease *without taking any rights to the drug or any profits/royalties from it if it ultimately works*...you say yes!  We are talking about a trial that will likely costs 10s of millions of dollars - paid for by TrialNet.  $NKTR just has to supply the drug...\n\n~$155M cap at $0.84/share with ~$280M cash.  ➡️~0.55x cash multiple \n➡️A promising P2 atopic derm readout in Q2\n➡️Dapirolizumab royalty stream (arguably worth nearly the entire current market cap on its own)\n➡️Alopecia areata readout after the AD readout\n➡️An externally fully funded shot on goal in type 1 diabetes without losing any rights to the drug\n\nTo me $NKTR still looks like the widest biotech mispricing I've ever seen.\n\n---\n\nWell June is upon us - $NKTR will report the AD data sometime this month (most likely late in the month IMO).  I definitely would have expected the stock to trade up more into the June timeline than this, but I suppose that it is up ~6% since my thesis was shared while the $XBI has been through a historic dip and is down ~12% over the same timespan. \n\nThe market clearly continues to think that there is very near zero chance that this trial hits.  Obviously my take from the P1 data is that the probability of success is meaningfully higher than zero, but of course there's risk of a complete whiff here. \n\nAgain, my take has never been \"The $NKTR AD readout is very likely to be successful\", but rather \"The $NKTR AD readout's chances of success are nowhere near appropriately priced into the stock.\"  \n\nI definitely continue to believe that to be true.  This is one of those readouts where you can logically say \"I don't think this trial is likely to hit\" and *still* consider it a good long (for a rough example, 20% probability of 10x is a bet you should take every time you can get it, even though you think the most likely outcome for each iteration is failure). \n\nThen of course we still have other moves like the Dapi royalty monetization potential, which I continue to see as highly valuable to the company.  This is the element that for me pushed this setup into the territory of \"best I've seen\".  I think the market continues to doubt the company's ability to pull off a good deal for Dapi, despite the fact that NKTR has done if before.  At the very least this could offer downside protection in the event of an AD readout failure, if not some upside otherwise.\n\nAs for me, I own far more $NKTR now than I did when I first shared my thesis.  It is definitely a very high risk/reward readout, and is not for the faint of heart.  If you're long and you think the AD readout is very high POS, take some time to consider how often this sort of thing blows up in small cap biotech.  The market is doubtful for a reason - there is no reward without risk!  This is one to be careful with.\n\nGood luck to all!\n\nP.S.  The company should shut down, monetize assets, and return cash to shareholders if this readout misses.\n\n---\n\nLots of questions about $NKTR stock split.  First of all, if you’re freaked out, you should consider just following your gut and ditching it.  Biotech microcap shitco investing (gambling) is not for everyone.  RISKY!\n\nWhat does the R/S before data mean for the POS of the AD readout?  Who knows.  This will be looked back on like going for a 2 point conversion at the end of a tied game:\n\nIf it misses, everyone will say “see, it was OBVIOUS this was going to miss after the R/S.”\n\nIf it hits, everyone will say “obviously they wanted to shrink the float and clean the balance sheet for financing before the successful readout!”\n\nThe fact of the matter is this reverse split plan was public information that was voted on back on May 23rd (yes, you could have already known this was coming for 2 weeks).  \n\nPersonally I don’t think they had data available to analyze at that time, so I’m not falling into either of the 2 camps above.  Even if it hits I’m not going to claim I “knew success was coming”, because I don’t think they’ve got the data analyzed (as previously posted, late June is my suspicion for data release - May 23rd likely to early IMO).  \n\nThe stock had been noncompliant with Nasdaq listing requirements for almost exactly 180 days as of the vote on May 23rd.  The timing makes total sense from that perspective. \n\nYes if they miss ultimately they will have *had* to do a split.  Yes if they hit the stock “squeeze” could be more volatile with a tighter float.  You guys can argue about which of those two narratives you prefer - Personally I don’t think they had the data back in May to inform this decision either way 🤷🏻‍♂️\n\n---\n\n$NKTR data are finally coming tomorrow.  I continue to believe that essentially *any* stat sig hit on EASI75 should cause a *significant* rally for the stock.\n\nIt closed at $9.54 today, yielding a market cap of ~$106M with the new split-adjusted OS of 12.4M.  Most recent cash of ~$220M keeps the stock trading <0.5x cash into the data...The market has been saying that there is basically zero chance this thing is going to hit.\n\nThat sentiment (that this readout will obviously fail) is reflected in the after hours action of the stock tonight.  Simply because the company pre-announced the data readout for tomorrow morning, the stock traded +35% on what was actually quite a liquid move.  \n\nWhy?  Because some people see the preannouncement as a slight signal that the readout might not actually be a flat out miss.  The fact that the stock *should* be up on any hit from these prices led to people piling in after hours just because of whatever mild probability of success adjustment the \"data preannouncement\" portends.  IMO, a move like this wouldn't happen if people felt that $NKTR could hit tomorrow and still not trade up a lot.\n\nJeffries recent analysis of the setup agrees with my opinion that almost any hit could cause the stock to rip, with up to 5x, or ~$50/share, potential for their worst case \"hit\" scenario (18-25% EASI75 delta, with <5x at the lower end of those bounds obviously).\n\nI strongly agree that NKTR should rally big time from such low prices if they actually have a drug here.  $NKTR has a unique MOA plus strong rationale & POC data for potentially very sparse dosing (maybe even Q3M like $APGE, which sports a valuation >20x $NKTR's despite $APGE being at the same development stage and sporting a \"me too\" MOA... actually it would be the **4th** IL4/13 inhibitor to market...)\n\nEven 20% EASI75 delta for $NKTR would be great in my opinion.  Look at the recent launch curve for Nemluvio, which had an awful 13% EASI75 delta in its P3 studies *and* worse NRI itch data than dupi/lebri.  Despite that, Nemluvio is launching as if it is going to be a clear blockbuster - likely mostly because it is a new MOA for AD and our options are currently very limited.\n\nAs a dermatologist myself:  We need new MOAs for atopic derm!  I have recently encountered a lot of people who seem to assume that IL4/13 is \"enough\" for atopic derm.  This could not be further from true!  Only ~50-60% of patients even meet the primary endpoint (EASI75) with IL4/13i to begin with.  Another 5-10% end up with conjunctivitis or the \"paradoxical facial redness\" AEs.  Now, increasingly since Dupi has been around for a while, we are often seeing patients who are losing response to dupi after having responded for years.  This is exactly what we see in psoriasis as well...Except, we have fewer drugs for atopic derm, currently only 2 biologic MOAs (IL4/13 and IL-31), and atopic derm is nearly 2x larger of a market than psoriasis!\n\nThe unmet need for new MOAs in atopic derm is huge, and somehow it seems like this issue has been widely underrecognized.  This likely explains why an AWFUL (imo) drug like nemluvio is launching like a rocket despite awful EASI75 delta and inferior itch data.  We just need new MOAs!\n\nIf $NKTR hits at all tomorrow, it will be a new/unique MOA and will have potential to be dosed more sparsely than anything else on the market (maybe Q3M for $NKTR - the sparsest right now is Lebri at Q4W).  That, IMO, would be a valuable/useful drug.\n\nIn the unlikely event that $NKTR actually shows Dupi/Lebri level efficacy with EASI75 delta >30%...well, look out - this thing would rocket.  Jeffries 15x projection yielding >$140/share could actually feasibly happen.  It's not often that a move like that is even in the cards, but I sincerely believe it's possible with the insanely cheap valuation coming into this and the market having written this off completely despite *huge* TAM and unmet need.  Again, $APGE with its \"me-four\" MOA and sparse dosing is currently trading at $2.5B...well over 20x $NKTR's cap today.  *If* NKTR looks IL4/13-level efficacious and can actually do sparser dosing, why should it be *cheaper* than $APGE with them both being at the same stage of development?\n\nAnyway, I have no idea whether the preannouncement means anything or not.  I'm nervous.  It's a big position for me as I have put my money where my mouth is here.  Maybe it misses stat sig entirely and trades down ~50%.  If that's the case, oh well - If I could get this setup 100 times I'm confident that I'd come out on top in aggregate, making this a risk worth taking. \n\nGood luck everyone - see you in the morning!\n\n(Jeffries scenarios and Nemluvio/Eblgyss launch data below)\n\n---\n\n$NKTR that’s a hit!\n\nOverall ~23.5% delta.\n\nLow (mid) dose delta was 29% (!!!) which is absolutely a huge hit.  I wonder if this is the dose they’ll take forward - there is significant mechanistic rationale for reaching an inverse dose response with IL-2 drugs, so lower could actually be better here unlike most cases, and 29% is right in the range of “dupi like” activity.  \n\nThis is an incredible result for how this stock was being priced/left for dead into data!\n\nToday is going to get wild for $NKTR 😎\n\n---\n\nThere’s probably nobody on the planet more biased than me about what $NKTR is worth right now, but I’m telling you if I had this drug in my clinic right now I’d be using it frequently.  Initial ~$25 price action seems like a significant underreaction to me.  That’s barely even a $100M EV for what absolutely looks like a viable drug (again, see Nemluvio launch curve with an EASI75 delta *half* of what $NKTR just showed).\n\nThe other wild card is the fact that now this has been *clearly* shown to be a viable drug, $NKTR’s chances of getting a major payout in the Eli Lilly lawsuit for the initial data analysis mistakes just went up exponentially.  $NKTR was eligible for up to $250M more in payments on that collaboration before Lilly discontinued it using the mistaken data to inform their decision.  And I’m certain $NKTR will argue for lost time/damages in the suit as well.  At this point, I like their odds of getting a substantial payout from that. \n\nOh, and they still haven’t even licensed their (likely 9 figure value) dapirolizumab royalty yet.\n\nTons of examples of ability to buy for way too cheap right after good data in biotech lately…heck, it even happened with $CDTX at $28 premarket yesterday…$48 now already.   Again, I’m biased but I think we *should* be seeing that here.\n\nThe valuation is so low, they still have a lot of cash, they’re likely to be coming into more, and this absolutely looks like a viable drug with a brand new MOA for a massive TAM.  <$100M EV for all of that?  Hmmm\n\n---\n\nOh, and another note on $NKTR.\n\nThis makes their upcoming alopecia areata readout *MUCH* more interesting now that we know for sure this drug is active.  There are no biologics approved for that condition *at all*.   The data readout is only a few months away, and the upside if it works in that condition (even a little bit) would be significant. \n\nThis alopecia program was worth absolutely $0 NPV before today, but now it is a super interesting shot on goal.  If they hit there, it would be an obviously huge win, because there’s literally no safe injectable drug approved for the disease.  Time to start working on that readout!\n\nNext few months for $NKTR are packed:\n➡️Dapirolizumab royalty?  💰 \n➡️$LLY lawsuit settlement? 👨‍⚖️⚖️\n➡️Alopecia Areata P2 data? 👨‍🦲\n\n---\n\nEh, screw it.  \n\nJust bought more $NKTR on what I am considering a “dip” in the $21s-$23 range.  Too cheap imo 🤷🏻‍♂��\n\n---\n\nAnd bought more $NKTR in the $17s 😂\n\n---\n\nI own more $NKTR today than I did yesterday, and I have yet to sell a *single* share.\n\nGood luck and congrats to anyone who did well on this one - just know that the next stock I pitch is now guaranteed to go up in flames!\n\n---\n\nHere is a fun excerpt from my $NKTR pitch that encapsulates one of the reasons I think it has still not traded up enough.  Its enterprise value is still ~$100M...which puts it at less than half of the EV that $QTTB, $ANAB, and $CRVS all had *BEFORE* their atopic derm readouts.\n\nOf course, $QTTB and $ANAB outright failed, whereas $NKTR succeeded!  Yet, being on the other side of success on a massive binary, the $NKTR valuation doesn't even reflect the valuation the market was willing to ascribe to two pre-data companies with unvalidated MOAs that had risk of total failure.  $NKTR doesn't have risk of failing in P2...they just hit!  Does this pricing make sense?\n\n$NKTR's EV could pretty easily become *negative* again at these prices if they are able to out license the dapi royalty and or get a settlement out of $LLY... \n\nAlso, are we willing to assign some value to Rezpeg in the upcoming alopecia areata readout?  Their drug is CLEARLY active for T-cell mediated diseases of the skin.  Or do we only ascribe value to drugs with zero data in their respective indication and totally unproven MOAs? 🤷‍♂️\n\n---\n\n$NKTR added ~$60M today in market cap…amazing how these tiny market caps can make “big moves” that are actually super small in terms of absolute valuation.\n\nEnterprise value is *still* well below these what these other “comps” had BEFORE they went into their data.  No need to even complicate the valuation exercise beyond that simple observation at this point from my perspective.\n\n---\n\nFully updated $NKTR pitch, including a separate new and in-depth google doc, available here!\n\nhttps://t.co/04QkhWlXpF\n\n---\n\n$NKTR BVF filing\n\nhttps://t.co/ENYtZv7VKC https://t.co/VgHYtbb064", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028571446736653683, "ret_signed_m1d": -0.028571446736653683, "alpha_spy_m1d": -0.021826031383656908, "alpha_c_m1d": -0.029459803729134815, "bench_spy_m1d": -0.006745415352996775, "bench_c_m1d": 0.0008883569924811319, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.057142893473307255, "ret_signed_p1d": -0.057142893473307255, "alpha_spy_p1d": -0.05790353730375808, "alpha_c_p1d": -0.05529722951544025, "bench_spy_p1d": 0.0007606438304508245, "bench_c_p1d": -0.0018456639578670053, "ret_p1w": 0.514285677955264, "ret_signed_p1w": 0.514285677955264, "alpha_spy_p1w": 0.5033076096642073, "alpha_c_p1w": 0.5264526306701826, "bench_spy_p1w": 0.010978068291056742, "bench_c_p1w": -0.012166952714918522, "ret_p1m": 0.1714285895937966, "ret_signed_p1m": 0.1714285895937966, "alpha_spy_p1m": 0.24744740174956448, "alpha_c_p1m": 0.1830485249811713, "bench_spy_p1m": -0.07601881215576789, "bench_c_p1m": -0.011619935387374714, "ret_p3m": 0.014285677955264031, "ret_signed_p3m": 0.014285677955264031, "alpha_spy_p3m": 0.04752738369417853, "alpha_c_p3m": 0.08136696805508159, "bench_spy_p3m": -0.033241705738914495, "bench_c_p3m": -0.06708129009981756, "ret_p6m": 1.2476190839494978, "ret_signed_p6m": 1.2476190839494978, "alpha_spy_p6m": 1.1787108700840827, "alpha_c_p6m": 1.3431334459517752, "bench_spy_p6m": 0.06890821386541512, "bench_c_p6m": -0.09551436200227736, "ret_p1y": 5.319047473725819, "ret_signed_p1y": 5.319047473725819, "alpha_spy_p1y": 5.161593790273943, "alpha_c_p1y": 5.232251393537107, "bench_spy_p1y": 0.15745368345187583, "bench_c_p1y": 0.08679608018871199, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1714285895937966, "alpha_spy_stated": 0.24744740174956448, "alpha_c_stated": 0.1830485249811713, "price_path": [0.9857, 0.9571, 1.0, 0.9571, 0.8714, 0.8286, 0.6714, 0.5286, 0.4714, 0.4714, 0.4286, 0.4429, 0.5, 0.5571, 0.5286, 0.6143, 0.6286, 0.6857, 0.5286, 0.4571, 0.4571, 0.4571, 0.4429, 0.4571, 0.4571, 0.4286, 0.4429, 0.4286, 0.4571, 0.3286, 0.3429, 0.3286, 0.2857, 0.3, 0.3571, 0.3571, 0.3429, 0.3286, 0.3714, 0.5714, 0.6714, 0.7, 0.6286, 0.4714, 0.3714, 0.2857, 0.3, 0.2714, 0.2714, 0.2857, 0.3143, 0.2714, 0.2571, 0.2571, 0.2, 0.2, 0.2143, 0.1857, 0.1571, 0.1143, 0.0857, 0.0, -0.0286, 0.0, -0.0571, 0.0429, 0.2714, 0.4, 0.5143, 0.4286, 0.3714, 0.3286, 0.2143, 0.2429, 0.1143, 0.1429, 0.2, 0.1429, 0.2, 0.2286, 0.2286, 0.2571, 0.1714, 0.1714, 0.1714, 0.1714, 0.2857, 0.3, 0.2571, 0.2857, 0.2429, 0.2286, 0.2286, 0.2, 0.1429, 0.0857, 0.0571, -0.0286, -0.0857, -0.0571, -0.1429, -0.2143, -0.3, -0.3, -0.2714, -0.2857, -0.1143, -0.1429, -0.0857, -0.1286, -0.0857, -0.1, -0.0571, -0.0143, 0.0571, 0.1143, 0.0857, 0.0571, 0.1429, 0.1143, 0.0714, -0.0143, -0.0857, -0.1286, -0.1143, -0.1571, 0.0143, 0.0143, 0.0286, -0.0286, -0.0143, 0.0, -0.0143, -0.1, -0.0571, -0.0714, -0.0429, 0.0, 0.0571, 0.0286, 0.1429, 0.0714, 0.0714, -0.0429, -0.0429, -0.1629, 0.081, -0.0905, -0.1657, -0.1819, -0.119, -0.1686, -0.18, -0.1895, -0.0914, 1.3286, 1.7733, 1.8267, 1.4533, 1.461, 1.3419, 1.4314, 1.3581, 1.2352, 1.1648, 1.2248, 1.3905, 1.3819, 1.3248, 1.2667, 1.299, 1.54, 1.3752, 1.361, 1.3314, 1.381, 1.341, 1.381, 1.2524, 1.1819, 1.1019, 1.0648, 1.1867, 1.2162, 1.1486, 1.1381, 1.0714, 1.1962, 1.14, 1.2476]}
{"unit_id": "reply:1843280870024552486", "ticker_idx": 0, "ts": "2024-10-07T13:23:00+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Effect size being big enough to hit the pre specified PE and get past the FDA approval is basically the only thing that mattered here. Checked that box.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SRRK: trial hit the pre-specified primary endpoint, clearing the key FDA approval hurdle; broad patient uptake expected.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$SRRK Imagine having a kid with SMA and not wanting to use this drug for them.  \n\nEffect size being big enough to hit the pre specified PE and get past the FDA approval is basically the only thing that mattered here.  Checked that box.  \n\nIf you or your kid is on Spinraza you’re going to ask for apitegromab too.", "reply_text": null, "parent_text": "... $SRRK data a bit weak effect wise, but will get broad usage, should be a good sized drug, i would buy", "quoted_text": null, "parent_author": "MartinShkreli", "ret_m1d": -0.7835472479428677, "ret_signed_m1d": -0.7835472479428677, "alpha_spy_m1d": -0.7926702080818474, "alpha_c_m1d": -0.7879851328045545, "bench_spy_m1d": 0.00912296013897973, "bench_c_m1d": 0.004437884861686836, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13973159797985735, "ret_signed_p1d": -0.13973159797985735, "alpha_spy_p1d": -0.14918936980152686, "alpha_c_p1d": -0.14516310263642562, "bench_spy_p1d": 0.009457771821669514, "bench_c_p1d": 0.005431504656568276, "ret_p1w": -0.1680279616874405, "ret_signed_p1w": -0.1680279616874405, "alpha_spy_p1w": -0.197123009151275, "alpha_c_p1w": -0.19299989488481928, "bench_spy_p1w": 0.02909504746383451, "bench_c_p1w": 0.02497193319737878, "ret_p1m": -0.16481913126387115, "ret_signed_p1m": -0.16481913126387115, "alpha_spy_p1m": -0.18049384701401827, "alpha_c_p1m": -0.1441527109446472, "bench_spy_p1m": 0.015674715750147117, "bench_c_p1m": -0.020666420319223944, "ret_p3m": 0.18086350594282674, "ret_signed_p3m": 0.18086350594282674, "alpha_spy_p3m": 0.14068895628209233, "alpha_c_p3m": 0.2512579101350765, "bench_spy_p3m": 0.040174549660734415, "bench_c_p3m": -0.07039440419224974, "ret_p6m": -0.21061842387564356, "ret_signed_p6m": -0.21061842387564356, "alpha_spy_p6m": -0.18300732058996938, "alpha_c_p6m": -0.13747501874952817, "bench_spy_p6m": -0.027611103285674177, "bench_c_p6m": -0.07314340512611539, "ret_p1y": 0.1957410483696509, "ret_signed_p1y": 0.1957410483696509, "alpha_spy_p1y": -0.000665606089334192, "alpha_c_p1y": 0.22359103481085918, "bench_spy_p1y": 0.19640665445898509, "bench_c_p1y": -0.027849986441208285, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16481913126387115, "alpha_spy_stated": -0.18049384701401827, "alpha_c_stated": -0.1441527109446472, "price_path": [-0.7701, -0.7588, -0.7395, -0.7345, -0.7313, -0.7284, -0.7389, -0.7447, -0.7459, -0.731, -0.7316, -0.7421, -0.7243, -0.7293, -0.7331, -0.7322, -0.7351, -0.7357, -0.7459, -0.7553, -0.7515, -0.7593, -0.7617, -0.7535, -0.7235, -0.7167, -0.7313, -0.7264, -0.7281, -0.7258, -0.7281, -0.7299, -0.7377, -0.7296, -0.7252, -0.7357, -0.7363, -0.7281, -0.7287, -0.7345, -0.7439, -0.7494, -0.7658, -0.7523, -0.7377, -0.7465, -0.759, -0.75, -0.7637, -0.7596, -0.7588, -0.7518, -0.7261, -0.7471, -0.748, -0.7488, -0.7477, -0.7453, -0.7663, -0.7827, -0.7856, -0.7938, -0.7835, 0.0, -0.1397, -0.1899, -0.2375, -0.2267, -0.168, -0.1674, -0.154, -0.1467, -0.1088, -0.126, -0.1511, -0.1847, -0.1537, -0.1275, -0.1123, -0.0977, -0.1254, -0.1704, -0.1709, -0.1928, -0.1648, -0.1356, -0.1555, -0.1517, -0.1788, -0.2223, -0.2013, -0.1978, -0.2272, -0.2305, -0.1873, -0.1873, -0.222, -0.1272, 0.1004, 0.0811, 0.1129, 0.1639, 0.1074, 0.1488, 0.1602, 0.2211, 0.2716, 0.3267, 0.2987, 0.2305, 0.215, 0.2246, 0.2506, 0.2733, 0.2033, 0.2278, 0.3063, 0.2824, 0.3291, 0.334, 0.297, 0.2518, 0.2608, 0.2882, 0.3177, 0.2503, 0.1809, 0.1917, 0.1812, 0.2427, 0.2115, 0.2929, 0.2806, 0.2582, 0.3092, 0.3632, 0.3244, 0.2763, 0.241, 0.2351, 0.2415, 0.1785, 0.1779, 0.1683, 0.1676, 0.222, 0.1879, 0.1654, 0.1126, 0.0802, 0.0849, 0.0977, 0.0814, 0.0779, 0.1088, 0.1421, 0.0998, 0.084, 0.0604, 0.0799, 0.049, 0.1324, 0.0569, 0.082, 0.0543, 0.054, 0.0502, 0.0254, 0.0064, 0.044, 0.0079, 0.0093, 0.0128, -0.0117, -0.009, -0.0187, -0.0359, -0.0137, -0.0292, -0.0618, -0.0268, -0.042, -0.0621, -0.1231, -0.0508, -0.1044, -0.2153, -0.2404, -0.2862, -0.2106]}
{"unit_id": "reply:1896935144075952410", "ticker_idx": 0, "ts": "2025-03-04T14:45:56+00:00", "symbol": "CYTK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm in the process of building a $CYTK bag of my own now. I think they can turn it around", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Actively buying CYTK, believes company can turn around.", "resolved_tickers": ["CYTK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@buckorama1 I’m in the process of building a $CYTK bag of my own now.  I think they can turn it around 🫡 \n\nWould’ve been better for them if they just sold in the first place though 😅", "reply_text": null, "parent_text": "@A_May_MD Adam--wished that I heeded your advice re: $CYTK.  Signed.  Bagholder.", "quoted_text": null, "parent_author": "buckorama1", "ret_m1d": -0.018310809389027627, "ret_signed_m1d": -0.018310809389027627, "alpha_spy_m1d": -0.030289576078308178, "alpha_c_m1d": -0.02769055894393846, "bench_spy_m1d": 0.011978766689280551, "bench_c_m1d": 0.009379749554910832, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004348877257462247, "ret_signed_p1d": 0.004348877257462247, "alpha_spy_p1d": -0.0063989635103565146, "alpha_c_p1d": -0.005705686534156262, "bench_spy_p1d": 0.010747840767818762, "bench_c_p1d": 0.01005456379161851, "ret_p1w": 0.01625092518853677, "ret_signed_p1w": 0.01625092518853677, "alpha_spy_p1w": 0.05255075627252648, "alpha_c_p1w": 0.030624447388494347, "bench_spy_p1w": -0.03629983108398971, "bench_c_p1w": -0.014373522199957578, "ret_p1m": -0.07873652402923204, "ret_signed_p1m": -0.07873652402923204, "alpha_spy_p1m": -0.0602888854096254, "alpha_c_p1m": -0.05625386835430102, "bench_spy_p1m": -0.018447638619606632, "bench_c_p1m": -0.022482655674931018, "ret_p3m": -0.26756692593628384, "ret_signed_p3m": -0.26756692593628384, "alpha_spy_p3m": -0.30401117934818056, "alpha_c_p3m": -0.1687389395992206, "bench_spy_p3m": 0.03644425341189672, "bench_c_p3m": -0.09882798633706324, "ret_p6m": 0.14419783130655528, "ret_signed_p6m": 0.14419783130655528, "alpha_spy_p6m": 0.021593713785092117, "alpha_c_p6m": 0.21231440520292255, "bench_spy_p6m": 0.12260411752146316, "bench_c_p6m": -0.06811657389636727, "ret_p1y": 0.42343787094308594, "ret_signed_p1y": 0.42343787094308594, "alpha_spy_p1y": 0.22850173531437745, "alpha_c_p1y": 0.3665708312313096, "bench_spy_p1y": 0.19493613562870848, "bench_c_p1y": 0.05686703971177631, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07873652402923204, "alpha_spy_stated": -0.0602888854096254, "alpha_c_stated": -0.05625386835430102, "price_path": [0.1952, 0.187, 0.1588, 0.179, 0.1545, 0.1536, 0.1664, 0.1559, 0.157, 0.1604, 0.1499, 0.1135, 0.122, 0.0936, 0.0611, 0.0698, 0.1186, 0.1204, 0.1108, 0.111, 0.084, 0.0792, 0.0767, 0.1199, 0.1298, 0.1259, 0.1103, 0.0842, 0.0671, 0.0691, 0.0352, 0.0728, 0.0755, 0.0469, 0.0488, 0.0716, 0.0954, 0.1616, 0.1431, 0.1147, 0.1135, 0.1437, 0.1321, 0.1094, 0.1261, 0.1538, 0.0568, -0.0213, -0.0339, -0.0488, -0.0346, -0.0474, 0.0565, 0.0389, 0.062, 0.1701, 0.1504, 0.1019, 0.0678, 0.0726, 0.0861, 0.0529, -0.0183, 0.0, 0.0043, -0.0096, -0.006, -0.0087, 0.0163, 0.0069, 0.0163, 0.0153, 0.0279, -0.0094, -0.0055, -0.0135, 0.0398, 0.0659, 0.0197, -0.0014, -0.016, -0.0114, -0.0801, -0.1417, -0.0787, -0.0726, -0.1449, -0.1762, -0.2087, -0.1458, -0.1337, -0.1154, -0.0888, -0.1174, -0.1039, -0.0964, -0.1318, -0.1346, -0.1302, -0.0769, -0.0746, -0.0565, -0.0549, -0.0195, -0.0176, -0.1451, -0.1607, -0.2225, -0.2438, -0.2566, -0.2744, -0.2646, -0.2994, -0.3133, -0.317, -0.2905, -0.2962, -0.2525, -0.2834, -0.3021, -0.301, -0.3012, -0.3069, -0.2831, -0.29, -0.2856, -0.2676, -0.2582, -0.2657, -0.2607, -0.2417, -0.2094, -0.2422, -0.2401, -0.2131, -0.2268, -0.2552, -0.2509, -0.2577, -0.2529, -0.2355, -0.2422, -0.2238, -0.241, -0.2438, -0.23, -0.2135, -0.2067, -0.2364, -0.2161, -0.1616, -0.1625, -0.1529, -0.117, -0.13, -0.1147, -0.1099, -0.1479, -0.154, -0.1371, -0.1318, -0.146, -0.149, -0.1616, -0.1783, -0.1719, -0.1385, -0.1602, -0.1627, -0.1724, -0.1957, -0.1932, -0.2193, -0.2394, -0.2147, -0.1559, -0.1138, -0.1149, -0.1085, -0.1339, -0.1458, -0.1291, -0.1225, -0.1529, -0.1259, -0.1341, -0.1451, -0.1913, 0.1357, 0.1442]}
{"unit_id": "quote:1889380045686448180", "ticker_idx": 0, "ts": "2025-02-11T18:24:40+00:00", "symbol": "TECX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the only biotech whose insiders bought >$40M in stock at a massive premium to its current share price in the last week. I've never seen anything remotely like this.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TECX on unprecedented insider buying >$40M at premium; bearish XBI on broken biotech market conditions.", "resolved_tickers": ["TECX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$TECX  Is the WORST performing biotech (>$300M cap) stock in the last week, and simultaneously the only biotech whose insiders bought >$40M in stock at a massive premium to its current share price in the last week.  I’ve never seen anything remotely like this. \n\n$XBI  What could be more emblematic of how absolutely BROKEN the biotech market is right now?", "reply_text": null, "parent_text": null, "quoted_text": "@A_May_MD Fun fact\n\nnot only is TECX off a lot, it's the SINGLE WORST biotech &gt;300M in the last week (&gt;200 names)", "parent_author": null, "ret_m1d": 0.09099465146421482, "ret_signed_m1d": 0.09099465146421482, "alpha_spy_m1d": 0.09175471715538697, "alpha_c_m1d": 0.08914557473206797, "bench_spy_m1d": -0.0007600656911721515, "bench_c_m1d": 0.0018490767321468482, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008471931303851377, "ret_signed_p1d": -0.008471931303851377, "alpha_spy_p1d": -0.005250344002394325, "alpha_c_p1d": -0.007033902866569464, "bench_spy_p1d": -0.0032215873014570517, "bench_c_p1d": -0.001438028437281913, "ret_p1w": -0.01192347217159262, "ret_signed_p1w": -0.01192347217159262, "alpha_spy_p1w": -0.024512092231357974, "alpha_c_p1w": -0.014457237920614485, "bench_spy_p1w": 0.012588620059765354, "bench_c_p1w": 0.0025337657490218657, "ret_p1m": -0.26231566960174124, "ret_signed_p1m": -0.26231566960174124, "alpha_spy_p1m": -0.17328686043525265, "alpha_c_p1m": -0.24725037591467436, "bench_spy_p1m": -0.08902880916648859, "bench_c_p1m": -0.015065293687066883, "ret_p3m": -0.36648886092268873, "ret_signed_p3m": -0.36648886092268873, "alpha_spy_p3m": -0.3388919433167429, "alpha_c_p3m": -0.27301626513882715, "bench_spy_p3m": -0.027596917605945848, "bench_c_p3m": -0.09347259578386158, "ret_p6m": -0.30687167960804973, "ret_signed_p6m": -0.30687167960804973, "alpha_spy_p6m": -0.37862368589533446, "alpha_c_p6m": -0.2275349813016968, "bench_spy_p6m": 0.07175200628728473, "bench_c_p6m": -0.07933669830635293, "ret_p1y": -0.28741768163006665, "ret_signed_p1y": -0.28741768163006665, "alpha_spy_p1y": -0.4261238756782939, "alpha_c_p1y": -0.3744812337535528, "bench_spy_p1y": 0.13870619404822726, "bench_c_p1y": 0.08706355212348615, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26231566960174124, "alpha_spy_stated": -0.17328686043525265, "alpha_c_stated": -0.24725037591467436, "price_path": [0.4223, 0.3794, 0.4456, 0.4983, 0.4666, 0.3574, 0.2692, 0.22, 0.2821, 0.3815, 0.4085, 0.5093, 0.5074, 0.5011, 0.5425, 0.562, 0.5792, 0.6222, 0.609, 0.6084, 0.615, 0.5566, 0.5206, 0.5293, 0.4547, 0.4223, 0.3969, 0.4914, 0.3555, 0.3825, 0.4885, 0.4923, 0.5864, 0.6065, 0.4757, 0.4682, 0.4487, 0.4336, 0.5224, 0.5196, 0.4612, 0.3765, 0.2601, 0.187, 0.1923, 0.2906, 0.3185, 0.2833, 0.2984, 0.3179, 0.3241, 0.4666, 0.2921, -0.2331, -0.193, 0.7207, 0.6988, 0.588, 0.5064, 0.4688, 0.3367, 0.1437, 0.091, 0.0, -0.0085, 0.08, 0.1161, -0.0091, -0.0119, -0.0323, -0.0731, -0.1443, -0.165, -0.1613, -0.1977, -0.2068, -0.2655, -0.2742, -0.2482, -0.2874, -0.2727, -0.3313, -0.2909, -0.2275, -0.2623, -0.1958, -0.2482, -0.3122, -0.3122, -0.304, -0.3364, -0.3285, -0.3342, -0.4035, -0.4067, -0.4148, -0.4443, -0.4716, -0.4387, -0.4769, -0.5099, -0.5127, -0.5397, -0.4716, -0.4766, -0.4929, -0.4393, -0.4371, -0.449, -0.466, -0.4377, -0.3885, -0.3869, -0.2978, -0.3382, -0.3668, -0.3652, -0.3455, -0.3831, -0.3175, -0.3288, -0.4063, -0.4048, -0.3404, -0.38, -0.3502, -0.3665, -0.3756, -0.3508, -0.3414, -0.2655, -0.2294, -0.2915, -0.3034, -0.3207, -0.3238, -0.3238, -0.2971, -0.3251, -0.278, -0.2695, -0.289, -0.2956, -0.2764, -0.2319, -0.2105, -0.2626, -0.2959, -0.3131, -0.3238, -0.3564, -0.3787, -0.3784, -0.4117, -0.3671, -0.3615, -0.3703, -0.3787, -0.3765, -0.3674, -0.3382, -0.3304, -0.348, -0.3533, -0.3238, -0.3185, -0.2896, -0.2746, -0.3273, -0.2918, -0.2695, -0.3125, -0.3122, -0.3028, -0.2808, -0.3009, -0.2997, -0.2865, -0.3, -0.2934, -0.3037, -0.3495, -0.3361, -0.2931, -0.2733, -0.3122, -0.3, -0.3062, -0.3135, -0.3069]}
{"unit_id": "thread:1885400098839896475", "ticker_idx": 0, "ts": "2025-01-31T18:49:47+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My highly complex algo that leads to buying of $SRRK when its stock price begins with a 3 has been triggered yet again.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Repeatedly buying SRRK whenever price starts with $3, algo triggered again; target close above $40.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "My highly complex algo that leads to buying of $SRRK when its stock price begins with a 3 has been triggered yet again.\n\n---\n\nAaand close over $40.  $SRRK 3xx algo remains undefeated.  Would be happy to chat with some AI and or quantitative experts about how I constructed this extremely nuanced algorithm.\n\n---\n\nUh oh $SRRK\n\n---\n\n#Triggered\n\n---\n\nClose over $40.  Rinse and repeat.\n\n---\n\n$SRRK $3xx algo hits again.\n\n---\n\nHoly crap \n$SRRK #SRRK$3xxAlgo https://t.co/UbAPbuqACn", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0004953060236410067, "ret_signed_m1d": 0.0004953060236410067, "alpha_spy_m1d": -0.004855183039261579, "alpha_c_m1d": -0.002704741024322166, "bench_spy_m1d": 0.005350489062902586, "bench_c_m1d": 0.0032000470479631726, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00817240768513161, "ret_signed_p1d": -0.00817240768513161, "alpha_spy_p1d": -0.0014427511277523841, "alpha_c_p1d": -0.012053333876091643, "bench_spy_p1d": -0.006729656557379227, "bench_c_p1d": 0.0038809261909600323, "ret_p1w": -0.010648843333372682, "ret_signed_p1w": -0.010648843333372682, "alpha_spy_p1w": -0.008904201610554163, "alpha_c_p1w": -0.00765282648697474, "bench_spy_p1w": -0.0017446417228185185, "bench_c_p1w": -0.002996016846397942, "ret_p1m": -0.0814759987246555, "ret_signed_p1m": -0.0814759987246555, "alpha_spy_p1m": -0.04000173984924327, "alpha_c_p1m": -0.09046351848809076, "bench_spy_p1m": -0.04147425887541223, "bench_c_p1m": 0.008987519763435259, "ret_p3m": -0.18499259591653583, "ret_signed_p3m": -0.18499259591653583, "alpha_spy_p3m": -0.12956893980024264, "alpha_c_p3m": -0.13185695319910828, "bench_spy_p3m": -0.055423656116293185, "bench_c_p3m": -0.053135642717427545, "ret_p6m": -0.08395243437289657, "ret_signed_p6m": -0.08395243437289657, "alpha_spy_p6m": -0.13898585932751395, "alpha_c_p6m": 0.0025728251392950208, "bench_spy_p6m": 0.05503342495461738, "bench_c_p6m": -0.08652525951219159, "ret_p1y": 0.1874690315647769, "ret_signed_p1y": 0.1874690315647769, "alpha_spy_p1y": 0.028273078993284573, "alpha_c_p1y": 0.11978694841004955, "bench_spy_p1y": 0.15919595257149233, "bench_c_p1y": 0.06768208315472735, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0814759987246555, "alpha_spy_stated": -0.04000173984924327, "alpha_c_stated": -0.09046351848809076, "price_path": [-0.234, -0.2576, -0.2957, -0.2962, -0.3148, -0.291, -0.2662, -0.2831, -0.2798, -0.3029, -0.3398, -0.3219, -0.319, -0.344, -0.3467, -0.3101, -0.3101, -0.3395, -0.259, -0.0659, -0.0822, -0.0552, -0.0119, -0.0599, -0.0248, -0.0151, 0.0367, 0.0795, 0.1263, 0.1025, 0.0446, 0.0315, 0.0396, 0.0617, 0.081, 0.0215, 0.0423, 0.109, 0.0887, 0.1283, 0.1325, 0.101, 0.0627, 0.0703, 0.0936, 0.1186, 0.0614, 0.0025, 0.0116, 0.0027, 0.055, 0.0285, 0.0976, 0.0872, 0.0681, 0.1114, 0.1573, 0.1243, 0.0835, 0.0535, 0.0485, 0.054, 0.0005, 0.0, -0.0082, -0.0088, 0.0374, 0.0084, -0.0106, -0.0555, -0.083, -0.079, -0.0681, -0.082, -0.0849, -0.0587, -0.0305, -0.0664, -0.0797, -0.0998, -0.0832, -0.1095, -0.0386, -0.1028, -0.0815, -0.105, -0.1053, -0.1085, -0.1295, -0.1456, -0.1137, -0.1444, -0.1431, -0.1402, -0.161, -0.1587, -0.1669, -0.1815, -0.1627, -0.1758, -0.2036, -0.1738, -0.1867, -0.2038, -0.2556, -0.1942, -0.2397, -0.3338, -0.3551, -0.394, -0.3299, -0.3484, -0.3066, -0.2836, -0.2516, -0.263, -0.2385, -0.2618, -0.2164, -0.1947, -0.1486, -0.1875, -0.2157, -0.1885, -0.185, -0.1887, -0.185, -0.1934, -0.2741, -0.2645, -0.2325, -0.2405, -0.1961, -0.2224, -0.2437, -0.2365, -0.2434, -0.2531, -0.2189, -0.2392, -0.2457, -0.2571, -0.2454, -0.2853, -0.261, -0.2816, -0.263, -0.2338, -0.2368, -0.1518, -0.1523, -0.1563, -0.1476, -0.1825, -0.1748, -0.1964, -0.2043, -0.2286, -0.1005, -0.157, -0.1758, -0.1726, -0.1132, -0.1213, -0.1132, -0.1228, -0.1639, -0.1196, -0.1087, -0.1213, -0.1521, -0.084, -0.0561, -0.0728, -0.0443, -0.0401, 0.0191, 0.0614, 0.0084, 0.0183, -0.0099, -0.0166, -0.0315, -0.0354, -0.0815, -0.077, -0.0632, -0.0825, -0.0996, -0.084]}
{"unit_id": "quote:1866598511065661856", "ticker_idx": 0, "ts": "2024-12-10T21:38:59+00:00", "symbol": "QTTB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$QTTB placebo arm just showed a 76% mean EASI reduction with their in their TSLP study, vs 74% reduction on drug (LMAO). Worse than placebo.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ACRS and QTTB: TSLP is not a viable MOA for atopic derm; ACRS data misleading, QTTB drug performed worse than placebo in blinded study.", "resolved_tickers": ["QTTB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Like I said, prepare to be shocked at how meaningless these $ACRS data are.  TSLP is not a viable MOA for atopic derm, and the TSLP lead they just brought in is very likely worthless.  $QTTB placebo arm just showed a 76% mean EASI reduction with their in their TSLP study, vs 74% reduction on drug (LMAO).  Worse than placebo. \n\n$AZN’s TSLP tezepelumab failed in atopic derm before this.  The MOA doesn’t work, and even if it did, the AD SOC benchmarks are insanely high. \n\nWho cares about $ACRS 90% mean EASI reduction in an open label, mild patient study when this $QTTB blinded study showed 76% mean EASI reduction on placebo with more severe patients?  Game over.\n\n“Dupi killer”, my ass.", "reply_text": null, "parent_text": null, "quoted_text": "$ACRS $REGN $LLY\n\nIt’ll be a while before this is official but just prepare to be shocked at how misleading n=18, open label, baseline EASI=17.5 data are in atopic derm. \n\nGood luck competing with Lebrikizumab 🫡", "parent_author": null, "ret_m1d": 3.1025211142699014, "ret_signed_m1d": -3.1025211142699014, "alpha_spy_m1d": -3.1101923444496684, "alpha_c_m1d": -3.088731877911105, "bench_spy_m1d": -0.007671230179767119, "bench_c_m1d": 0.013789236358796364, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.28571426281694245, "ret_signed_p1d": 0.28571426281694245, "alpha_spy_p1d": 0.2805616226451345, "alpha_c_p1d": 0.2777643543690891, "bench_spy_p1d": -0.005152640171807943, "bench_c_p1d": -0.007949908447853371, "ret_p1w": -0.4739495437349446, "ret_signed_p1w": 0.4739495437349446, "alpha_spy_p1w": 0.439083037618735, "alpha_c_p1w": 0.4400394395909346, "bench_spy_p1w": -0.03486650611620956, "bench_c_p1w": -0.03391010414400997, "ret_p1m": -0.4840336081251131, "ret_signed_p1m": 0.4840336081251131, "alpha_spy_p1m": 0.4456599228686777, "alpha_c_p1m": 0.4734374030051125, "bench_spy_p1m": -0.038373685256435364, "bench_c_p1m": -0.01059620512000059, "ret_p3m": -0.6319327516934932, "ret_signed_p3m": 0.6319327516934932, "alpha_spy_p3m": 0.5687168807824592, "alpha_c_p3m": 0.6691814405552474, "bench_spy_p3m": -0.06321587091103398, "bench_c_p3m": 0.03724868886175425, "ret_p6m": -0.7176470585878214, "ret_signed_p6m": 0.7176470585878214, "alpha_spy_p6m": 0.7161120332470857, "alpha_c_p6m": 0.6804434351105411, "bench_spy_p6m": -0.001535025340735685, "bench_c_p6m": -0.037203623477280345, "ret_p1y": -0.48739494956505236, "ret_signed_p1y": 0.48739494956505236, "alpha_spy_p1y": 0.6216359405454198, "alpha_c_p1y": 0.6052240717640845, "bench_spy_p1y": 0.13424099098036746, "bench_c_p1y": 0.11782912219903219, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4840336081251131, "alpha_spy_stated": 0.4456599228686777, "alpha_c_stated": 0.4734374030051125, "price_path": [6.6403, 6.7563, 6.5597, 7.0555, 6.7983, 6.9277, 7.2319, 6.3429, 6.4571, 6.4622, 6.6319, 6.7311, 6.4992, 5.8025, 6.0908, 6.1849, 6.521, 6.2958, 6.5277, 6.9597, 6.9328, 7.1597, 6.7798, 7.1462, 7.405, 7.3429, 7.1983, 7.2538, 6.8487, 7.0303, 7.0034, 7.5025, 6.8555, 6.9361, 6.7849, 6.9378, 6.9714, 6.8723, 7.0202, 7.0672, 6.9765, 6.6118, 6.5647, 6.3412, 5.6773, 4.9882, 4.5378, 4.279, 3.8891, 3.5849, 3.5445, 3.1261, 3.2756, 3.2168, 3.5244, 3.5227, 3.4748, 3.1613, 3.1092, 2.9815, 3.3563, 2.8101, 3.1025, 0.0, -0.2857, -0.3782, -0.4118, -0.4235, -0.4739, -0.4387, -0.3966, -0.4571, -0.4437, -0.3983, -0.4353, -0.4773, -0.4218, -0.4202, -0.3429, -0.3849, -0.4067, -0.4504, -0.4387, -0.479, -0.484, -0.4622, -0.4723, -0.4487, -0.4286, -0.4218, -0.4336, -0.4084, -0.4555, -0.4571, -0.4588, -0.4521, -0.4908, -0.4924, -0.4521, -0.4353, -0.4689, -0.4706, -0.4655, -0.516, -0.5529, -0.5496, -0.5513, -0.5613, -0.5933, -0.5916, -0.5681, -0.5731, -0.5849, -0.6067, -0.6235, -0.6185, -0.637, -0.637, -0.6227, -0.6084, -0.6269, -0.6538, -0.6807, -0.6807, -0.6908, -0.6639, -0.6319, -0.6403, -0.637, -0.6504, -0.6521, -0.6336, -0.6504, -0.6655, -0.6824, -0.7126, -0.7227, -0.7479, -0.7504, -0.7311, -0.7244, -0.7429, -0.7563, -0.716, -0.7176, -0.6504, -0.6773, -0.6613, -0.6891, -0.6437, -0.6588, -0.679, -0.6807, -0.6891, -0.6857, -0.7168, -0.7387, -0.7311, -0.7378, -0.7244, -0.7378, -0.7412, -0.7361, -0.7412, -0.7395, -0.721, -0.7076, -0.7227, -0.7076, -0.7025, -0.7076, -0.7025, -0.721, -0.7227, -0.7277, -0.7176, -0.6924, -0.6824, -0.7092, -0.6924, -0.6773, -0.6756, -0.6908, -0.6807, -0.6941, -0.7176, -0.7143, -0.7143, -0.7193, -0.7176]}
{"unit_id": "reply:1855295862412362197", "ticker_idx": 0, "ts": "2024-11-09T17:06:17+00:00", "symbol": "PHVS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "And with you on $PHVS FWIW", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses long PHVS; agrees low-popularity is a positive indicator for the stock.", "resolved_tickers": ["PHVS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MBbiotech Totally agree!  And with you on $PHVS FWIW 😜", "reply_text": null, "parent_text": "@A_May_MD Popularity on twitter is an inverse indicator. It's a strike against a stock, rather than something favorable. Biggest concern for VKTX, OCUL. Many uber popular stocks have crash and burn in the past. I'd cite PHVS as an example of a stock I like partly because its not popular", "quoted_text": null, "parent_author": "MBbiotech", "ret_m1d": 0.0640000287224265, "ret_signed_m1d": 0.0640000287224265, "alpha_spy_m1d": 0.06495179936536322, "alpha_c_m1d": 0.05810600224226392, "bench_spy_m1d": -0.0009517706429367223, "bench_c_m1d": 0.005894026480162573, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06635293399586395, "ret_signed_p1d": -0.06635293399586395, "alpha_spy_p1d": -0.06324659763144258, "alpha_c_p1d": -0.05242124583305219, "bench_spy_p1d": -0.0031063363644213693, "bench_c_p1d": -0.013931688162811762, "ret_p1w": -0.015529408174402626, "ret_signed_p1w": -0.015529408174402626, "alpha_spy_p1w": 0.00219044106529398, "alpha_c_p1w": 0.03376748787119621, "bench_spy_p1w": -0.017719849239696606, "bench_c_p1w": -0.04929689604559884, "ret_p1m": -0.0865882424747243, "ret_signed_p1m": -0.0865882424747243, "alpha_spy_p1m": -0.10111832327483994, "alpha_c_p1m": -0.038631026643021094, "bench_spy_p1m": 0.014530080800115641, "bench_c_p1m": -0.047957215831703204, "ret_p3m": -0.18258819580078123, "ret_signed_p3m": -0.18258819580078123, "alpha_spy_p3m": -0.2043368155825055, "alpha_c_p3m": -0.16753659330365345, "bench_spy_p3m": 0.021748619781724265, "bench_c_p3m": -0.01505160249712778, "ret_p6m": -0.25129412482766544, "ret_signed_p6m": -0.25129412482766544, "alpha_spy_p6m": -0.24372781349286665, "alpha_c_p6m": -0.13245753497310742, "bench_spy_p6m": -0.007566311334798792, "bench_c_p6m": -0.11883658985455803, "ret_p1y": 0.1416470695944394, "ret_signed_p1y": 0.1416470695944394, "alpha_spy_p1y": 0.005615232247454527, "alpha_c_p1y": 0.10033286753654957, "bench_spy_p1y": 0.13603183734698487, "bench_c_p1y": 0.041314202057889826, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0865882424747243, "alpha_spy_stated": -0.10111832327483994, "alpha_c_stated": -0.038631026643021094, "price_path": [-0.1398, -0.2047, -0.0969, -0.1176, -0.12, -0.1609, -0.1628, -0.1431, -0.16, -0.1021, -0.1294, -0.1548, -0.1859, -0.1529, -0.1741, -0.1854, -0.1012, -0.1002, -0.0659, 0.0071, -0.0127, -0.0344, -0.0155, -0.0306, -0.0471, -0.0466, -0.0075, -0.0819, -0.1021, -0.1064, -0.1167, -0.1111, -0.1275, -0.1285, -0.1327, -0.1379, -0.1581, -0.1435, -0.1449, -0.1576, -0.1572, -0.1609, -0.0715, -0.0325, -0.0202, 0.0118, 0.0, -0.0024, 0.0654, 0.0522, 0.0452, 0.0038, 0.0216, 0.0988, 0.1176, 0.1671, 0.1704, 0.1365, 0.1261, 0.0922, 0.1769, 0.0504, 0.064, 0.0, -0.0664, -0.0569, -0.0329, -0.0424, -0.0155, -0.0348, -0.0353, -0.0099, 0.0489, 0.1148, 0.1372, 0.0522, 0.0306, -0.0988, -0.0692, -0.0588, -0.0814, -0.1026, -0.1275, -0.1388, -0.0866, -0.1049, -0.1341, -0.1294, -0.1299, -0.1294, -0.1054, -0.0791, -0.1092, -0.1139, -0.0824, -0.0856, -0.1049, -0.0979, -0.1275, -0.128, -0.1501, -0.0951, -0.1275, -0.1624, -0.2278, -0.2471, -0.2165, -0.1788, -0.136, -0.1002, -0.0805, -0.0908, -0.1181, -0.152, -0.1529, -0.1699, -0.1656, -0.1718, -0.1934, -0.192, -0.1751, -0.1407, -0.1393, -0.1598, -0.1751, -0.1671, -0.1826, -0.1873, -0.2009, -0.2071, -0.2235, -0.224, -0.2565, -0.2687, -0.2725, -0.2678, -0.2518, -0.2791, -0.2729, -0.2946, -0.2729, -0.2936, -0.2988, -0.2447, -0.2466, -0.2042, -0.2155, -0.2235, -0.2489, -0.2433, -0.2725, -0.2753, -0.272, -0.2824, -0.2715, -0.2673, -0.2565, -0.2612, -0.3021, -0.2965, -0.312, -0.328, -0.3784, -0.4433, -0.4212, -0.44, -0.4353, -0.4061, -0.344, -0.3544, -0.3412, -0.3176, -0.2899, -0.3026, -0.2551, -0.2075, -0.1972, -0.1873, -0.1304, -0.16, -0.1355, -0.1219, -0.208, -0.1953, -0.1981, -0.2005, -0.2089, -0.2419, -0.2438, -0.2513]}
{"unit_id": "thread:1549790998963912704", "ticker_idx": 0, "ts": "2022-07-20T16:19:02+00:00", "symbol": "CRSP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "0 VOCs on $CRSP trial to date may suggest we're already there? … first to market matters a lot here", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRSP: zero VOCs suggests HbF threshold already met, and first-to-market advantage is significant given low expected demand constraining multi-player dynamics.", "resolved_tickers": ["CRSP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@Biotech2k1 More HbF will not be a differentiator past certain threshold. What that threshold actually is will be up for debate. \n\n0 VOCs on $CRSP trial to date may suggest we’re already there?\n\n---\n\n@Biotech2k1 And, personally, I think demand will be low enough for these treatments that multiple manufacturers gaining traction just because of supply constraints won’t be an issue.   If that believe is true, then first to market matters a lot here.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017488492900789687, "ret_signed_m1d": 0.017488492900789687, "alpha_spy_m1d": 0.0238210867206492, "alpha_c_m1d": 0.007514916906790514, "bench_spy_m1d": -0.006332593819859511, "bench_c_m1d": 0.009973575993999173, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029025983676764233, "ret_signed_p1d": -0.029025983676764233, "alpha_spy_p1d": -0.03920929950903973, "alpha_c_p1d": -0.04484326211798828, "bench_spy_p1d": 0.010183315832275497, "bench_c_p1d": 0.015817278441224047, "ret_p1w": -0.041413604376681956, "ret_signed_p1w": -0.041413604376681956, "alpha_spy_p1w": -0.05729626280203037, "alpha_c_p1w": -0.06993192472569643, "bench_spy_p1w": 0.015882658425348417, "bench_c_p1w": 0.02851832034901447, "ret_p1m": -0.12375510402254608, "ret_signed_p1m": -0.12375510402254608, "alpha_spy_p1m": -0.20765204318051855, "alpha_c_p1m": -0.15663642114983045, "bench_spy_p1m": 0.08389693915797247, "bench_c_p1m": 0.03288131712728437, "ret_p3m": -0.308962787751606, "ret_signed_p3m": -0.308962787751606, "alpha_spy_p3m": -0.25294186933915586, "alpha_c_p3m": -0.29925889093804514, "bench_spy_p3m": -0.05602091841245016, "bench_c_p3m": -0.009703896813560875, "ret_p6m": -0.4210590200499089, "ret_signed_p6m": -0.4210590200499089, "alpha_spy_p6m": -0.4141144600734742, "alpha_c_p6m": -0.4676708274949264, "bench_spy_p6m": -0.006944559976434728, "bench_c_p6m": 0.04661180744501747, "ret_p1y": -0.3110274220873298, "ret_signed_p1y": -0.3110274220873298, "alpha_spy_p1y": -0.47515847418306933, "alpha_c_p1y": -0.38980119135984104, "bench_spy_p1y": 0.16413105209573953, "bench_c_p1y": 0.07877376927251123, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12375510402254608, "alpha_spy_stated": -0.20765204318051855, "alpha_c_stated": -0.15663642114983045, "price_path": [-0.2839, -0.3007, -0.3256, -0.3238, -0.3045, -0.3588, -0.369, -0.3731, -0.3974, -0.3687, -0.3609, -0.3245, -0.3765, -0.4169, -0.475, -0.4254, -0.4696, -0.4348, -0.3657, -0.3741, -0.3398, -0.335, -0.3139, -0.3158, -0.3356, -0.3639, -0.3375, -0.3292, -0.2915, -0.295, -0.2972, -0.2592, -0.2202, -0.2201, -0.1615, -0.1034, -0.1292, -0.2256, -0.3288, -0.2943, -0.239, -0.215, -0.1499, -0.2146, -0.272, -0.2088, -0.1868, -0.1875, -0.2315, -0.2349, -0.262, -0.2253, -0.1426, -0.1171, -0.0503, -0.0685, -0.1048, -0.04, -0.0199, -0.0052, 0.0128, -0.0362, 0.0175, 0.0, -0.029, -0.0792, -0.0709, -0.0634, -0.0414, -0.0782, -0.0891, -0.1012, -0.0729, -0.0457, -0.0417, -0.0114, -0.0115, -0.0876, -0.0421, -0.0593, -0.0447, -0.0267, -0.0788, -0.1287, -0.1238, -0.1669, -0.1942, -0.1657, -0.1259, -0.1202, -0.1818, -0.2012, -0.2085, -0.2095, -0.2033, -0.2259, -0.2378, -0.2105, -0.1952, -0.1868, -0.1521, -0.1796, -0.1233, -0.089, -0.1434, -0.1642, -0.1483, -0.1906, -0.2118, -0.2329, -0.258, -0.2272, -0.187, -0.2168, -0.2063, -0.2337, -0.2025, -0.2151, -0.2074, -0.2513, -0.2614, -0.2894, -0.2894, -0.2949, -0.3433, -0.3159, -0.309, -0.3433, -0.3771, -0.3826, -0.3879, -0.363, -0.3296, -0.3641, -0.3407, -0.3643, -0.3682, -0.3359, -0.3534, -0.3784, -0.3964, -0.3839, -0.4058, -0.3358, -0.2671, -0.274, -0.259, -0.2864, -0.3, -0.2988, -0.3255, -0.3265, -0.3317, -0.3322, -0.3522, -0.3578, -0.3346, -0.3401, -0.3381, -0.3671, -0.3833, -0.3854, -0.3867, -0.405, -0.3799, -0.3843, -0.3905, -0.4231, -0.4364, -0.4649, -0.4619, -0.4484, -0.4404, -0.4645, -0.5019, -0.524, -0.5102, -0.5063, -0.5021, -0.4535, -0.4237, -0.4266, -0.4331, -0.4141, -0.4128, -0.3969, -0.3935, -0.3713, -0.3861, -0.4211]}
{"unit_id": "orig:1603805432807669762", "ticker_idx": 0, "ts": "2022-12-16T17:33:07+00:00", "symbol": "KYMR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Goes to show just how unimpressive the clinical data actually are once you've looked under the hood. Added nothing to the company's valuation.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish KYMR: SNY opt-in failed to add value; clinical data unimpressive and stock breaking below announcement-day price.", "resolved_tickers": ["KYMR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "So despite $SNY opting in to the $KYMR program, the stock is *still* about to break below the price from the day of the announcement.\n\nGoes to show just how unimpressive the clinical data actually are once you’ve looked under the hood. Added nothing to the company’s valuation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01273887499773052, "ret_signed_m1d": 0.01273887499773052, "alpha_spy_m1d": 0.024686209197990583, "alpha_c_m1d": 0.02749578749283821, "bench_spy_m1d": 0.011947334200260062, "bench_c_m1d": 0.014756912495107688, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06617129596914328, "ret_signed_p1d": 0.06617129596914328, "alpha_spy_p1d": 0.057691696505287715, "alpha_c_p1d": 0.062437462635919316, "bench_spy_p1d": -0.00847959946385557, "bench_c_p1d": -0.003733833333223968, "ret_p1w": -0.06298657721971068, "ret_signed_p1w": 0.06298657721971068, "alpha_spy_p1w": 0.0620475083576586, "alpha_c_p1w": 0.0713291681348509, "bench_spy_p1w": -0.0009390688620520837, "bench_c_p1w": 0.008342590915140224, "ret_p1m": 0.17338993555712912, "ret_signed_p1m": -0.17338993555712912, "alpha_spy_p1m": -0.15937868171991232, "alpha_c_p1m": -0.18623671309843748, "bench_spy_p1m": 0.014011253837216797, "bench_c_p1m": -0.012846777541308363, "ret_p3m": 0.06263271208167653, "ret_signed_p3m": -0.06263271208167653, "alpha_spy_p3m": -0.017853608524789788, "alpha_c_p3m": -0.11261106714654068, "bench_spy_p3m": 0.044779103556886746, "bench_c_p3m": -0.049978355064864144, "ret_p6m": -0.12809627777475185, "ret_signed_p6m": 0.12809627777475185, "alpha_spy_p6m": 0.27147244892527733, "alpha_c_p6m": 0.11048278264535438, "bench_spy_p6m": 0.14337617115052548, "bench_c_p6m": -0.017613495129397472, "ret_p1y": -0.1167728633291576, "ret_signed_p1y": 0.1167728633291576, "alpha_spy_p1y": 0.3745205769875175, "alpha_c_p1y": 0.13125787940880618, "bench_spy_p1y": 0.2577477136583599, "bench_c_p1y": 0.014485016079648583, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17338993555712912, "alpha_spy_stated": -0.15937868171991232, "alpha_c_stated": -0.18623671309843748, "price_path": [-0.1083, -0.1207, -0.1688, -0.1971, -0.2325, -0.2587, -0.2353, -0.1957, -0.219, -0.2297, -0.2583, -0.2013, -0.2109, -0.2459, -0.2813, -0.3075, -0.2948, -0.2863, -0.2452, -0.2215, -0.1518, -0.0701, -0.1522, -0.1713, -0.1154, -0.1115, -0.0991, -0.0481, -0.0619, 0.0612, 0.0736, 0.0594, 0.0173, 0.0941, 0.092, 0.0276, 0.0732, -0.0152, 0.0832, 0.0931, 0.0269, 0.0626, 0.0329, -0.012, 0.0205, 0.0191, -0.0088, -0.0368, -0.0173, -0.0329, 0.0004, 0.0255, 0.0163, 0.0892, 0.0301, -0.0421, -0.0262, -0.0729, -0.0835, -0.0092, -0.0853, 0.0481, -0.0127, 0.0, -0.0662, -0.0255, -0.0262, 0.0407, -0.063, -0.1338, -0.1338, -0.0927, -0.1168, -0.121, -0.0878, -0.0725, -0.0329, -0.0435, 0.0439, 0.058, 0.1883, 0.2222, 0.2251, 0.2251, 0.1734, 0.2385, 0.259, 0.3192, 0.3011, 0.2555, 0.304, 0.2866, 0.3227, 0.2948, 0.3712, 0.3146, 0.2909, 0.3245, 0.2134, 0.1812, 0.1748, 0.1667, 0.1815, 0.1677, 0.1426, 0.1914, 0.087, 0.1157, 0.1734, 0.1132, 0.1299, 0.1104, 0.1348, 0.1483, 0.1614, 0.1543, 0.1649, 0.1727, 0.1214, 0.0471, 0.1044, 0.1182, 0.1016, 0.1001, 0.0984, 0.0895, 0.0626, -0.0032, 0.0226, 0.0379, 0.0195, -0.0039, 0.046, 0.0004, 0.0485, 0.0506, 0.0552, 0.0563, 0.1001, 0.1023, 0.1097, 0.12, 0.1815, 0.1628, 0.2335, 0.2357, 0.2233, 0.1982, 0.2328, 0.1709, 0.166, 0.1426, 0.1111, 0.1161, 0.1139, 0.0725, 0.0934, -0.0715, 0.0265, -0.0184, -0.0188, 0.0064, -0.0028, 0.0032, 0.058, 0.0269, 0.0524, 0.0492, 0.0492, 0.0488, 0.0368, 0.0372, 0.0248, 0.041, 0.0311, 0.0418, 0.0403, -0.0428, -0.0697, -0.0955, -0.1026, -0.1727, -0.195, -0.1104, -0.0754, -0.087, -0.0209, -0.0849, -0.1086, -0.1281]}
{"unit_id": "quote:1868014195029291361", "ticker_idx": 0, "ts": "2024-12-14T19:24:24+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't think $SRRK is going to be around for much longer", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on SRRK (acquisition target), TARS, and VRNA as standout biotechs setting 52-week highs in a down week.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "It was an absolutely horrendous week for biotech as many have pointed out, but I do happen to know of at least 3 biotechs that set new 52wk highs this very week.\n\n$SRRK $TARS $VRNA 👀👀👀", "reply_text": null, "parent_text": null, "quoted_text": "Alright I swear I’m not going to make a habit out of this, but I’ve got to add $SRRK to the list.  I don’t think $SRRK is going to be around for much longer. \n\n$VRNA $TARS $SRRK", "parent_author": null, "ret_m1d": -0.020760424815091327, "ret_signed_m1d": -0.020760424815091327, "alpha_spy_m1d": -0.01650862689349264, "alpha_c_m1d": -0.032820002072214804, "bench_spy_m1d": -0.004251797921598688, "bench_c_m1d": 0.012059577257123477, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018194602599208576, "ret_signed_p1d": 0.018194602599208576, "alpha_spy_p1d": 0.02231490161601557, "alpha_c_p1d": 0.018912308772504716, "bench_spy_p1d": -0.004120299016806994, "bench_c_p1d": -0.0007177061732961398, "ret_p1w": 0.025425709814450137, "ret_signed_p1w": 0.025425709814450137, "alpha_spy_p1w": 0.04206817424969367, "alpha_c_p1w": 0.024935996767633473, "bench_spy_p1w": -0.01664246443524353, "bench_c_p1w": 0.0004897130468166644, "ret_p1m": 0.006064897194039576, "ret_signed_p1m": 0.006064897194039576, "alpha_spy_p1m": 0.01792854155530288, "alpha_c_p1m": -0.004736108538953232, "bench_spy_p1m": -0.011863644361263304, "bench_c_p1m": 0.010801005732992808, "ret_p3m": -0.2153020707302018, "ret_signed_p3m": -0.2153020707302018, "alpha_spy_p3m": -0.15037569266582052, "alpha_c_p3m": -0.27535228992625616, "bench_spy_p3m": -0.06492637806438128, "bench_c_p3m": 0.060050219196054355, "ret_p6m": -0.20597150073148396, "ret_signed_p6m": -0.20597150073148396, "alpha_spy_p6m": -0.19452103598910175, "alpha_c_p6m": -0.16581446877928152, "bench_spy_p6m": -0.011450464742382205, "bench_c_p6m": -0.04015703195220244, "ret_p1y": 0.001399612194680655, "ret_signed_p1y": 0.001399612194680655, "alpha_spy_p1y": -0.12698776777022425, "alpha_c_p1y": -0.1231364617029731, "bench_spy_p1y": 0.1283873799649049, "bench_c_p1y": 0.12453607389765375, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.006064897194039576, "alpha_spy_stated": 0.01792854155530288, "alpha_c_stated": -0.004736108538953232, "price_path": [-0.8078, -0.8071, -0.8015, -0.781, -0.7978, -0.7985, -0.7992, -0.7982, -0.7964, -0.8132, -0.8262, -0.8286, -0.8351, -0.8269, -0.2004, -0.3121, -0.3522, -0.3902, -0.3816, -0.3347, -0.3343, -0.3235, -0.3177, -0.2874, -0.3011, -0.3212, -0.348, -0.3233, -0.3023, -0.2902, -0.2785, -0.3007, -0.3366, -0.3371, -0.3546, -0.3322, -0.3088, -0.3247, -0.3217, -0.3434, -0.3781, -0.3613, -0.3585, -0.3821, -0.3847, -0.3501, -0.3501, -0.3779, -0.3021, -0.1201, -0.1355, -0.1101, -0.0693, -0.1145, -0.0814, -0.0723, -0.0236, 0.0168, 0.0609, 0.0385, -0.0161, -0.0285, -0.0208, 0.0, 0.0182, -0.0378, -0.0182, 0.0446, 0.0254, 0.0627, 0.0667, 0.0371, 0.0009, 0.0082, 0.0301, 0.0537, -0.0002, -0.0557, -0.0471, -0.0555, -0.0063, -0.0313, 0.0338, 0.024, 0.0061, 0.0469, 0.09, 0.059, 0.0205, -0.0077, -0.0124, -0.0072, -0.0576, -0.0581, -0.0658, -0.0664, -0.0229, -0.0502, -0.0681, -0.1103, -0.1362, -0.1325, -0.1222, -0.1353, -0.1381, -0.1134, -0.0868, -0.1206, -0.1332, -0.1521, -0.1365, -0.1612, -0.0945, -0.1549, -0.1348, -0.157, -0.1572, -0.1603, -0.1801, -0.1952, -0.1652, -0.1941, -0.1929, -0.1901, -0.2097, -0.2076, -0.2153, -0.2291, -0.2113, -0.2237, -0.2498, -0.2218, -0.234, -0.2501, -0.2988, -0.241, -0.2839, -0.3725, -0.3926, -0.4292, -0.3688, -0.3863, -0.3469, -0.3252, -0.2951, -0.3058, -0.2827, -0.3046, -0.262, -0.2414, -0.198, -0.2347, -0.2613, -0.2356, -0.2323, -0.2358, -0.2323, -0.2403, -0.3163, -0.3072, -0.2771, -0.2846, -0.2428, -0.2676, -0.2876, -0.2808, -0.2874, -0.2965, -0.2643, -0.2834, -0.2895, -0.3002, -0.2892, -0.3268, -0.3039, -0.3233, -0.3058, -0.2783, -0.2811, -0.2011, -0.2015, -0.2053, -0.1971, -0.23, -0.2228, -0.2431, -0.2505, -0.2734, -0.1528, -0.206]}
{"unit_id": "quote:1868014195029291361", "ticker_idx": 1, "ts": "2024-12-14T19:24:24+00:00", "symbol": "TARS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SRRK $TARS $VRNA 👀👀👀", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on SRRK (acquisition target), TARS, and VRNA as standout biotechs setting 52-week highs in a down week.", "resolved_tickers": ["TARS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "It was an absolutely horrendous week for biotech as many have pointed out, but I do happen to know of at least 3 biotechs that set new 52wk highs this very week.\n\n$SRRK $TARS $VRNA 👀👀👀", "reply_text": null, "parent_text": null, "quoted_text": "Alright I swear I’m not going to make a habit out of this, but I’ve got to add $SRRK to the list.  I don’t think $SRRK is going to be around for much longer. \n\n$VRNA $TARS $SRRK", "parent_author": null, "ret_m1d": 0.014884988683113942, "ret_signed_m1d": 0.014884988683113942, "alpha_spy_m1d": 0.01913678660471263, "alpha_c_m1d": 0.002825411425990465, "bench_spy_m1d": -0.004251797921598688, "bench_c_m1d": 0.012059577257123477, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029576624644035876, "ret_signed_p1d": 0.029576624644035876, "alpha_spy_p1d": 0.03369692366084287, "alpha_c_p1d": 0.030294330817332016, "bench_spy_p1d": -0.004120299016806994, "bench_c_p1d": -0.0007177061732961398, "ret_p1w": 0.05180746817883941, "ret_signed_p1w": 0.05180746817883941, "alpha_spy_p1w": 0.06844993261408294, "alpha_c_p1w": 0.051317755132022747, "bench_spy_p1w": -0.01664246443524353, "bench_c_p1w": 0.0004897130468166644, "ret_p1m": -0.10071523546445837, "ret_signed_p1m": -0.10071523546445837, "alpha_spy_p1m": -0.08885159110319507, "alpha_c_p1m": -0.11151624119745118, "bench_spy_p1m": -0.011863644361263304, "bench_c_p1m": 0.010801005732992808, "ret_p3m": -0.03518267370828476, "ret_signed_p3m": -0.03518267370828476, "alpha_spy_p3m": 0.029743704356096523, "alpha_c_p3m": -0.09523289290433912, "bench_spy_p3m": -0.06492637806438128, "bench_c_p3m": 0.060050219196054355, "ret_p6m": -0.21418902212266333, "ret_signed_p6m": -0.21418902212266333, "alpha_spy_p6m": -0.20273855738028113, "alpha_c_p6m": -0.1740319901704609, "bench_spy_p6m": -0.011450464742382205, "bench_c_p6m": -0.04015703195220244, "ret_p1y": 0.4977769967632224, "ret_signed_p1y": 0.4977769967632224, "alpha_spy_p1y": 0.3693896167983175, "alpha_c_p1y": 0.37324092286556865, "bench_spy_p1y": 0.1283873799649049, "bench_c_p1y": 0.12453607389765375, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10071523546445837, "alpha_spy_stated": -0.08885159110319507, "alpha_c_stated": -0.11151624119745118, "price_path": [-0.3998, -0.3708, -0.3311, -0.3329, -0.3586, -0.3615, -0.3741, -0.3592, -0.3715, -0.3642, -0.3758, -0.3669, -0.3762, -0.3449, -0.358, -0.3427, -0.3286, -0.3137, -0.3097, -0.2948, -0.2793, -0.2733, -0.2834, -0.2921, -0.2954, -0.2654, -0.2461, -0.2482, -0.2382, -0.2331, -0.1519, -0.1353, -0.14, -0.0856, -0.1067, -0.1173, -0.0953, -0.0955, -0.0447, -0.0512, -0.0804, -0.101, -0.0982, -0.1334, -0.1373, -0.0936, -0.0996, -0.103, -0.0675, -0.0659, -0.04, -0.0172, 0.0139, -0.0253, -0.0257, -0.0017, -0.0273, 0.0012, -0.0207, -0.0209, 0.0079, -0.0126, 0.0149, 0.0, 0.0296, 0.0188, 0.0052, 0.0228, 0.0518, 0.0447, 0.0506, 0.0632, 0.0574, 0.0704, 0.0661, 0.0762, 0.0864, 0.0648, 0.0679, 0.0186, -0.091, -0.1431, -0.0999, -0.093, -0.1007, -0.0965, -0.07, -0.0505, -0.057, -0.0054, -0.013, 0.0259, 0.0002, 0.0392, 0.0466, 0.0535, 0.1007, 0.0307, 0.0236, 0.0006, -0.0099, 0.0116, 0.0097, -0.0292, -0.017, -0.0421, -0.0582, -0.0752, -0.1197, -0.2018, -0.1773, -0.1581, -0.1402, -0.1742, -0.1398, -0.139, -0.1577, -0.1017, -0.138, -0.0885, -0.0895, -0.1017, -0.0704, -0.082, -0.1075, -0.0421, -0.0352, -0.034, 0.0122, -0.0077, -0.0139, -0.0209, 0.0002, -0.007, -0.0543, -0.0046, -0.0421, -0.091, -0.082, -0.1373, -0.1133, -0.1471, -0.1025, -0.0582, -0.0505, -0.0452, -0.0479, -0.0622, -0.0443, -0.0334, -0.034, -0.0334, -0.0389, -0.016, 0.0035, -0.0276, -0.0845, -0.0721, -0.1021, -0.0847, -0.0887, -0.1347, -0.1456, -0.1985, -0.1707, -0.1591, -0.1552, -0.1299, -0.1324, -0.1651, -0.1693, -0.1691, -0.1904, -0.1871, -0.1603, -0.1697, -0.1523, -0.1512, -0.1755, -0.1479, -0.151, -0.1666, -0.2041, -0.2082, -0.2084, -0.2095, -0.2018, -0.238, -0.2061, -0.2142]}
{"unit_id": "thread:1599481829471309830", "ticker_idx": 0, "ts": "2022-12-04T19:12:39+00:00", "symbol": "AVXL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "So to be long AVXL, you have to believe that a company has a legitimate drug for a massive indication, yet cannot be bothered to simply submit the paperwork for it to be studied in the most lucrative market in the world. Spotting fraud can be tough, but sometimes it's obvious.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AVXL: drug lacks FDA clearance to study Alzheimer's in the US; calls it obvious fraud.", "resolved_tickers": ["AVXL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I don't think the retail investors getting scammed into buying $AVXL BS realize the drug isn't even cleared to be studied in Alz in the United States (where drugs make money). FDA is pretty good at sniffing out fraud, so there's your reason.\n\nI mean, even $SAVA has FDA clearance!\n\n---\n\nSo to be long AVXL, you have to believe that a company has a legitimate drug for a massive indication, yet cannot be bothered to simply submit the paperwork for it to be studied in the most lucrative market in the world.\n\nSpotting fraud can be tough, but sometimes it's obvious.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.25782883994776484, "ret_signed_m1d": -0.25782883994776484, "alpha_spy_m1d": -0.23951003101697643, "alpha_c_m1d": -0.24814961211823294, "bench_spy_m1d": 0.01831880893078841, "bench_c_m1d": 0.0096792278295319, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1252609414218986, "ret_signed_p1d": 0.1252609414218986, "alpha_spy_p1d": 0.11084598442059734, "alpha_c_p1d": 0.11767612320525356, "bench_spy_p1d": -0.014414957001301243, "bench_c_p1d": -0.007584818216645028, "ret_p1w": -0.09498954641536916, "ret_signed_p1w": 0.09498954641536916, "alpha_spy_p1w": 0.09338798259581915, "alpha_c_p1w": 0.10228505766061557, "bench_spy_p1w": -0.0016015638195500115, "bench_c_p1w": 0.007295511245246411, "ret_p1m": 0.030271395006529422, "ret_signed_p1m": -0.030271395006529422, "alpha_spy_p1m": -0.07648854700079333, "alpha_c_p1m": -0.05523717339061507, "bench_spy_p1m": -0.046217151994263905, "bench_c_p1m": -0.024965778384085646, "ret_p3m": 0.05532356338121547, "ret_signed_p3m": -0.05532356338121547, "alpha_spy_p3m": -0.05241595475751648, "alpha_c_p3m": -0.13889426780923564, "bench_spy_p3m": 0.0029076086236989873, "bench_c_p3m": -0.08357070442802017, "ret_p6m": -0.020876806978905038, "ret_signed_p6m": 0.020876806978905038, "alpha_spy_p6m": 0.09734040642618902, "alpha_c_p6m": -0.038440465943737734, "bench_spy_p6m": 0.07646359944728398, "bench_c_p6m": -0.05931727292264277, "ret_p1y": -0.16388305921999002, "ret_signed_p1y": 0.16388305921999002, "alpha_spy_p1y": 0.3198653454106184, "alpha_c_p1y": 0.1330150448679348, "bench_spy_p1y": 0.15598228619062837, "bench_c_p1y": -0.030868014352055217, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030271395006529422, "alpha_spy_stated": -0.07648854700079333, "alpha_c_stated": -0.05523717339061507, "price_path": [-0.0637, -0.001, 0.0407, 0.0752, 0.0365, -0.0177, 0.0042, -0.0073, -0.0344, -0.0522, -0.0397, -0.0397, -0.0251, -0.0418, -0.071, -0.0344, 0.0908, 0.0177, 0.0772, 0.095, 0.1367, 0.1284, 0.1514, 0.0971, 0.0783, 0.1347, 0.1033, 0.1451, 0.1065, 0.3038, 0.2829, 0.1691, 0.1639, 0.2474, 0.2286, 0.239, 0.2443, 0.2192, 0.2797, 0.2704, 0.2944, 0.2296, 0.2234, 0.2244, 0.1994, 0.2704, 0.2307, 0.3987, 0.5063, 0.4729, 0.4666, 0.4374, 0.3351, 0.3236, 0.1931, 0.1921, 0.1858, 0.2411, -0.0501, -0.0668, -0.0793, -0.0741, 0.2578, 0.0, -0.1253, -0.1138, -0.1566, -0.2015, -0.095, -0.0877, -0.0783, -0.1284, -0.0981, -0.1117, -0.0908, -0.1013, -0.1054, -0.118, -0.1482, -0.1451, -0.047, -0.0334, 0.0104, 0.0407, 0.0303, 0.0438, 0.0282, 0.0846, 0.1273, 0.1701, 0.1044, 0.0919, 0.0574, 0.0543, 0.0752, 0.0929, 0.119, 0.1263, 0.0981, 0.1023, 0.0491, 0.1347, 0.1472, 0.1868, 0.1754, 0.1597, 0.2265, 0.1409, 0.0866, 0.1002, 0.096, 0.1065, 0.0929, 0.0877, 0.1044, 0.0438, 0.0553, 0.0365, 0.0146, 0.0073, -0.0063, 0.0104, 0.0094, 0.0365, 0.0303, 0.0261, 0.0553, 0.0104, -0.0626, -0.0188, -0.0052, -0.023, -0.0042, -0.0073, -0.0334, -0.0501, -0.1106, -0.0939, -0.0898, -0.1117, -0.1315, -0.1065, -0.1315, -0.1054, -0.1117, -0.1576, -0.1785, -0.1868, -0.1962, -0.1994, -0.2004, -0.1576, -0.1775, -0.1514, -0.1524, -0.1451, -0.1681, -0.1618, -0.1806, -0.1889, -0.1399, -0.1451, -0.1503, -0.142, -0.1649, -0.1294, -0.1232, -0.119, -0.1221, -0.0532, -0.023, -0.0407, -0.0501, -0.0094, -0.0595, -0.0084, -0.0303, -0.0136, -0.0084, -0.0334, -0.0386, -0.0647, -0.0271, -0.0418, -0.0355, -0.0501, -0.0459, -0.0532, -0.0491, -0.0209]}
{"unit_id": "quote:1846938741140509001", "ticker_idx": 0, "ts": "2024-10-17T15:38:05+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I personally think that the probability of seeing a statistically significant signal for lean mass preservation in GLP-1 combo has become exceptionally high.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish SRRK: high probability of significant lean mass signal in GLP-1 combo study; data expected mid-2025.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "What's the bear thesis for $SRRK obesity study not working at this point after SMA POC?\n\nI personally think that the probability of seeing a statistically significant signal for lean mass preservation in GLP-1 combo has become exceptionally high.\n\nData coming ~mid 2025.", "reply_text": null, "parent_text": null, "quoted_text": "$LLY starting their own Bimagrumab study in combo with tirzepatide. Perhaps there actually was a positive signal seen with Bima+Sema? \n\nMost seem to have discounted the Bima+Sema trial as a fail; this Tirz+Bima trial is smaller + faster\n\n$SRRK $BHVN $VERU\n\nhttps://t.co/FqhwKvVbOA https://t.co/jGWTGPebLA", "parent_author": null, "ret_m1d": -0.008547008547008517, "ret_signed_m1d": -0.008547008547008517, "alpha_spy_m1d": -0.008461118496114084, "alpha_c_m1d": -0.014387297051731363, "bench_spy_m1d": -8.589005089443269e-05, "bench_c_m1d": 0.005840288504722846, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0444444183610444, "ret_signed_p1d": 0.0444444183610444, "alpha_spy_p1d": 0.04059808432597256, "alpha_c_p1d": 0.03958849086954119, "bench_spy_p1d": 0.003846334035071841, "bench_c_p1d": 0.004855927491503209, "ret_p1w": -0.008205120380108122, "ret_signed_p1w": -0.008205120380108122, "alpha_spy_p1w": -0.0028646417361398724, "alpha_c_p1w": 0.011350139188840869, "bench_spy_p1w": -0.0053404786439682495, "bench_c_p1w": -0.01955525956894899, "ret_p1m": -0.09435898218399441, "ret_signed_p1m": -0.09435898218399441, "alpha_spy_p1m": -0.10019736641565069, "alpha_c_p1m": -0.025128537083857427, "bench_spy_p1m": 0.0058383842316562795, "bench_c_p1m": -0.06923044510013698, "ret_p3m": 0.5343590108757346, "ret_signed_p3m": 0.5343590108757346, "alpha_spy_p3m": 0.4953282399895311, "alpha_c_p3m": 0.5950244463203362, "bench_spy_p3m": 0.039030770886203436, "bench_c_p3m": -0.06066543544460168, "ret_p6m": 0.08170938084268164, "ret_signed_p6m": 0.08170938084268164, "alpha_spy_p6m": 0.17054611294765532, "alpha_c_p6m": 0.18797360849749134, "bench_spy_p6m": -0.08883673210497367, "bench_c_p6m": -0.1062642276548097, "ret_p1y": -0.03692307431473696, "ret_signed_p1y": -0.03692307431473696, "alpha_spy_p1y": -0.20366325915697192, "alpha_c_p1y": -0.006292982548611548, "bench_spy_p1y": 0.16674018484223496, "bench_c_p1y": -0.03063009176612541, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09435898218399441, "alpha_spy_stated": -0.10019736641565069, "alpha_c_stated": -0.025128537083857427, "price_path": [-0.7022, -0.6848, -0.6855, -0.6978, -0.6769, -0.6827, -0.6872, -0.6862, -0.6896, -0.6903, -0.7022, -0.7132, -0.7087, -0.7179, -0.7207, -0.7111, -0.6759, -0.668, -0.6851, -0.6793, -0.6814, -0.6786, -0.6814, -0.6834, -0.6926, -0.6831, -0.6779, -0.6903, -0.6909, -0.6814, -0.6821, -0.6889, -0.6998, -0.7063, -0.7255, -0.7097, -0.6926, -0.7029, -0.7176, -0.707, -0.7231, -0.7183, -0.7173, -0.7091, -0.679, -0.7036, -0.7046, -0.7056, -0.7043, -0.7015, -0.7262, -0.7453, -0.7487, -0.7583, -0.7463, 0.172, 0.0082, -0.0506, -0.1063, -0.0937, -0.025, -0.0243, -0.0085, 0.0, 0.0444, 0.0243, -0.0051, -0.0444, -0.0082, 0.0226, 0.0403, 0.0574, 0.025, -0.0277, -0.0284, -0.054, -0.0212, 0.013, -0.0103, -0.0058, -0.0376, -0.0885, -0.0639, -0.0598, -0.0944, -0.0981, -0.0475, -0.0475, -0.0882, 0.0229, 0.2896, 0.267, 0.3043, 0.3641, 0.2978, 0.3463, 0.3597, 0.4311, 0.4903, 0.5549, 0.5221, 0.4421, 0.4239, 0.4352, 0.4656, 0.4923, 0.4103, 0.439, 0.5309, 0.5029, 0.5576, 0.5634, 0.52, 0.467, 0.4776, 0.5097, 0.5443, 0.4653, 0.3839, 0.3966, 0.3843, 0.4564, 0.4198, 0.5152, 0.5009, 0.4745, 0.5344, 0.5976, 0.5521, 0.4957, 0.4544, 0.4475, 0.455, 0.3812, 0.3805, 0.3692, 0.3684, 0.4321, 0.3921, 0.3658, 0.3039, 0.266, 0.2715, 0.2865, 0.2674, 0.2632, 0.2995, 0.3385, 0.2889, 0.2704, 0.2427, 0.2656, 0.2294, 0.3272, 0.2386, 0.268, 0.2356, 0.2352, 0.2308, 0.2017, 0.1795, 0.2236, 0.1812, 0.1829, 0.187, 0.1583, 0.1614, 0.1501, 0.1299, 0.1559, 0.1378, 0.0995, 0.1405, 0.1227, 0.0991, 0.0277, 0.1125, 0.0496, -0.0803, -0.1097, -0.1634, -0.0749, -0.1005, -0.0427, -0.0109, 0.0332, 0.0174, 0.0513, 0.0191, 0.0817]}
{"unit_id": "reply:1819766970239123904", "ticker_idx": 0, "ts": "2024-08-03T16:07:09+00:00", "symbol": "AMGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Idk how anybody could see this as anything other than a sign that $AMGN thinks the MG data are marketable", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AMGN's MG-specific sales hires signal marketable MG data; bullish AMGN, bearish ARGX and IMVT as competitive pressure builds.", "resolved_tickers": ["AMGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "FDA approval is not the question at hand.  I agree, that’s usually what people are pumping “new hire news” for.  In those instances, the company has to work on hiring a sales force before FDA approval comes in so that they can launch immediately.  In those cases the hiring is not a true bull signal because they’re doing it regardless of approval or not.\n\n$AMGN is not questioning FDA approval here.  The drug is approved already.  And now $AMGN has the MG data already.  \n\n6 weeks after the trial completes and all of a sudden $AMGN starts *specifically* adding myasthenia gravis hires to the existing salesforce of this drug.\n\nIdk how anybody could see this as anything other than a sign that $AMGN thinks the MG data are marketable. \n\nI also don’t see how anyone could claim that will have no potential effect on $ARGX and $IMVT.", "reply_text": null, "parent_text": "@CloisterRes Agree with you. It takes time to interview candidates / find the right person so suspect they either wait until they unblind to send offer letter OR give offer contingent on data. Very common to hire a sales force for example with offer letter contingent on FDA approval.", "quoted_text": null, "parent_author": "punnettsqrcap", "ret_m1d": 0.026966156036911215, "ret_signed_m1d": 0.026966156036911215, "alpha_spy_m1d": -0.0030313562567056973, "alpha_c_m1d": -0.0030313562567056973, "bench_spy_m1d": 0.029997512293616913, "bench_c_m1d": 0.029997512293616913, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011469064784666028, "ret_signed_p1d": 0.011469064784666028, "alpha_spy_p1d": 0.002249395480547589, "alpha_c_p1d": 0.002249395480547589, "bench_spy_p1d": 0.009219669304118439, "bench_c_p1d": 0.009219669304118439, "ret_p1w": -0.016050843869100495, "ret_signed_p1w": -0.016050843869100495, "alpha_spy_p1w": -0.04676351136661272, "alpha_c_p1w": -0.04676351136661272, "bench_spy_p1w": 0.030712667497512225, "bench_c_p1w": 0.030712667497512225, "ret_p1m": 0.023744513109768883, "ret_signed_p1m": 0.023744513109768883, "alpha_spy_p1m": -0.04114030366944843, "alpha_c_p1m": -0.04114030366944843, "bench_spy_p1m": 0.06488481677921731, "bench_c_p1m": 0.06488481677921731, "ret_p3m": -0.011614636868988892, "ret_signed_p3m": -0.011614636868988892, "alpha_spy_p3m": -0.11871510639337801, "alpha_c_p3m": -0.11871510639337801, "bench_spy_p3m": 0.10710046952438912, "bench_c_p3m": 0.10710046952438912, "ret_p6m": -0.03932142455903831, "ret_signed_p6m": -0.03932142455903831, "alpha_spy_p6m": -0.2146918029802385, "alpha_c_p6m": -0.2146918029802385, "bench_spy_p6m": 0.17537037842120018, "bench_c_p6m": 0.17537037842120018, "ret_p1y": -0.09635345420904873, "ret_signed_p1y": -0.09635345420904873, "alpha_spy_p1y": -0.33359647172443396, "alpha_c_p1y": -0.33359647172443396, "bench_spy_p1y": 0.23724301751538523, "bench_c_p1y": 0.23724301751538523, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.023744513109768883, "alpha_spy_stated": -0.04114030366944843, "alpha_c_stated": -0.04114030366944843, "price_path": [-0.0496, -0.0856, -0.0831, -0.0617, -0.0448, -0.0531, -0.0583, -0.0492, -0.0259, -0.0323, -0.0392, -0.0328, -0.0319, -0.0486, -0.0576, -0.0596, -0.077, -0.0887, -0.0745, -0.0596, -0.0547, -0.0549, -0.0549, -0.0601, -0.0621, -0.063, -0.0754, -0.0742, -0.0822, -0.0818, -0.0675, -0.0591, -0.0471, -0.0525, -0.0217, -0.0182, -0.0381, -0.0355, -0.0393, -0.0437, -0.0444, -0.0487, -0.0441, -0.0423, -0.0286, -0.0109, -0.0004, 0.0172, 0.0152, 0.0244, 0.0321, 0.0177, 0.0187, 0.0331, 0.0247, 0.0319, 0.0279, 0.0296, 0.0224, 0.0248, 0.0223, 0.0317, 0.027, 0.0, 0.0115, -0.0391, -0.0016, -0.0084, -0.0161, -0.0054, -0.0077, 0.0005, -0.0047, 0.0155, 0.0173, 0.0191, 0.0048, 0.018, 0.0118, 0.0123, 0.0202, 0.0249, 0.0336, 0.0233, 0.0237, 0.0043, -0.0075, 0.0091, 0.0184, 0.0217, 0.0219, 0.0293, 0.038, 0.0304, 0.0308, 0.0402, 0.0446, 0.0391, 0.0246, -0.0313, -0.012, -0.0009, -0.0024, -0.0082, -0.01, -0.017, -0.0103, -0.0171, -0.0164, -0.0017, -0.0061, 0.0167, 0.0051, 0.0066, -0.0042, -0.0051, -0.0041, -0.0193, -0.0103, -0.025, -0.0225, -0.0186, -0.018, -0.0216, -0.023, -0.0087, -0.0116, -0.0188, -0.0114, -0.0037, -0.0033, 0.0071, -0.0036, -0.0747, -0.0667, -0.0837, -0.1219, -0.13, -0.1263, -0.1016, -0.0952, -0.0808, -0.0824, -0.1261, -0.1259, -0.1172, -0.132, -0.1314, -0.1315, -0.1438, -0.1493, -0.1335, -0.1394, -0.1467, -0.1447, -0.1554, -0.1683, -0.17, -0.1923, -0.1848, -0.178, -0.1761, -0.1745, -0.1786, -0.1803, -0.1907, -0.1865, -0.1908, -0.1847, -0.1929, -0.1821, -0.1754, -0.1816, -0.1567, -0.1664, -0.1606, -0.1591, -0.1507, -0.1423, -0.1466, -0.1327, -0.1404, -0.1169, -0.1252, -0.1209, -0.1136, -0.1092, -0.0984, -0.098, -0.0393]}
{"unit_id": "orig:1902351965964636500", "ticker_idx": 0, "ts": "2025-03-19T13:30:27+00:00", "symbol": "RGNX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Program should be getting increased attention after yesterday's sad $SRPT news", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RGNX: strong microdystrophin data and clean safety should draw investor attention following Sarepta's setback.", "resolved_tickers": ["RGNX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$RGNX with the random 9:15am PR going under the radar while we all focus on $IMVT this morning. \n\nVery young patient with >100% microdystrophin increase.  Safety still sqeaky clean.  Program should be getting increased attention after yesterday's sad $SRPT news.\nhttps://t.co/Z5P9MsFt5J", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08235291873707495, "ret_signed_m1d": -0.08235291873707495, "alpha_spy_m1d": -0.07157940541645402, "alpha_c_m1d": -0.08180842196415483, "bench_spy_m1d": -0.010773513320620931, "bench_c_m1d": -0.0005444967729201222, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016470628626206296, "ret_signed_p1d": -0.016470628626206296, "alpha_spy_p1d": -0.013579039149595351, "alpha_c_p1d": -0.017083147701102974, "bench_spy_p1d": -0.002891589476610945, "bench_c_p1d": 0.000612519074896678, "ret_p1w": -0.035294140086454484, "ret_signed_p1w": -0.035294140086454484, "alpha_spy_p1w": -0.04088455370547306, "alpha_c_p1w": -0.02426762942891969, "bench_spy_p1w": 0.005590413619018575, "bench_c_p1w": -0.011026510657534794, "ret_p1m": -0.3011764638564166, "ret_signed_p1m": -0.3011764638564166, "alpha_spy_p1m": -0.2321684445558012, "alpha_c_p1m": -0.2269470472352043, "bench_spy_p1m": -0.0690080193006154, "bench_c_p1m": -0.0742294166212123, "ret_p3m": 0.008235258214613905, "ret_signed_p3m": 0.008235258214613905, "alpha_spy_p3m": -0.04837820186293018, "alpha_c_p3m": 0.09783835179674683, "bench_spy_p3m": 0.05661346007754409, "bench_c_p3m": -0.08960309358213292, "ret_p6m": 0.10117643019732303, "ret_signed_p6m": 0.10117643019732303, "alpha_spy_p6m": -0.07353825302607242, "alpha_c_p6m": 0.15739298943615243, "bench_spy_p6m": 0.17471468322339545, "bench_c_p6m": -0.0562165592388294, "ret_p1y": -0.04705877865062036, "ret_signed_p1y": -0.04705877865062036, "alpha_spy_p1y": -0.20724841332692556, "alpha_c_p1y": -0.05363529365903552, "bench_spy_p1y": 0.1601896346763052, "bench_c_p1y": 0.0065765150084151625, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3011764638564166, "alpha_spy_stated": -0.2321684445558012, "alpha_c_stated": -0.2269470472352043, "price_path": [-0.0259, 0.0047, -0.0035, -0.0859, -0.1282, -0.1035, -0.1318, -0.1294, -0.0741, -0.1282, -0.1494, -0.0906, -0.0753, -0.0859, -0.0365, -0.0165, -0.0247, -0.1165, -0.1824, -0.1706, -0.1247, -0.1588, -0.1329, -0.1094, -0.0765, -0.0647, -0.0729, -0.0976, -0.1059, -0.1153, -0.0706, -0.0506, -0.08, -0.0082, -0.0082, -0.0082, -0.0341, -0.0718, -0.1376, -0.1529, -0.1388, -0.1412, -0.1082, -0.1224, -0.1341, -0.1447, -0.1847, -0.2094, -0.2153, -0.2235, -0.2271, -0.3035, -0.3035, -0.2647, -0.2412, -0.2541, -0.2929, -0.2812, -0.2153, -0.2294, -0.2094, -0.1765, -0.0824, 0.0, -0.0165, -0.0306, 0.0235, -0.0341, -0.0353, -0.0694, -0.0788, -0.1588, -0.2047, -0.1706, -0.2153, -0.26, -0.3024, -0.3753, -0.3047, -0.3635, -0.3071, -0.2553, -0.2294, -0.2753, -0.3012, -0.2153, -0.08, 0.0435, 0.0824, 0.0765, 0.0741, 0.1071, 0.1306, 0.1565, 0.2235, 0.1482, -0.0682, -0.1482, -0.1588, -0.1153, -0.0624, -0.0376, -0.02, 0.0165, 0.0459, 0.1518, 0.1765, 0.1341, 0.16, 0.1424, 0.0671, 0.0047, 0.0553, 0.0412, 0.2176, 0.1918, 0.1859, -0.0165, 0.1306, 0.1212, 0.1541, 0.2, 0.2, 0.0906, 0.0776, 0.0188, 0.0082, -0.0082, -0.0753, 0.0071, 0.0047, 0.0294, -0.0129, -0.0341, -0.0318, 0.0141, 0.0282, -0.0082, 0.0282, 0.0788, 0.0659, 0.0212, 0.0235, -0.0306, 0.0, 0.0224, -0.04, -0.0012, 0.0082, 0.0694, 0.0741, 0.0541, 0.0341, -0.0106, 0.0294, 0.0012, -0.0365, -0.02, -0.0247, -0.0318, -0.0706, -0.0765, -0.1224, -0.0471, 0.0506, 0.0659, 0.0376, 0.0247, -0.0553, -0.0506, -0.0459, 0.06, 0.0553, 0.0729, 0.0376, 0.06, 0.0506, 0.0729, 0.16, 0.1082, 0.1424, 0.1153, 0.1635, 0.1259, 0.1165, 0.0824, 0.0694, 0.0894, 0.0624, 0.1012]}
{"unit_id": "quote:1883976374760755214", "ticker_idx": 0, "ts": "2025-01-27T20:32:24+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think that $SRRK and $IBIO have an underappreciated opportunity to shake up the obesity landscape with their muscle-preserving myostatin approach", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SRRK and IBIO on underappreciated myostatin/muscle-preservation approach that could deepen obesity drug weight loss beyond the ~23% ceiling.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$SRRK $IBIO $VERU $BHVN $KROS $REGN $LLY $NVO $VKTX $BIOA $AMGN\n\nI think that $SRRK and $IBIO have an underappreciated opportunity to shake up the obesity landscape with their muscle-preserving myostatin approach. 💪\n\nSome may argue that $SRRK & $IBIO are seeking to solve something that isn't a \"problem\", saying the 30-40% of weight lost on obesity drugs being muscle isn't certain to harm patients.  That's up for debate, though the case for showing functional improvement with muscle preservation (as $VERU data suggested in a very short 16 week study today), is a strong one in my opinion.\n\nHowever, I am actually more interested in the idea that Muscle preservation could lead to deepening of the terminal weight loss curve.\n\nA recent phenomenon in obesity studies has been that all programs, including those who pitched 25%+ weight loss, have found their weight loss efficacy bottoming out in the ~23% range.  Some studies may pass that range, but so far it is clear that companies have been surprised by how hard it is to drive weight loss past this ~20-23% zone.\n\nThis \"bottoming out\" phenomenon is especially odd when you consider that an \"average\" patient with a BMI of 38 on these studies losing an \"average\" 23% of their weight, still ends up with a BMI of~29 - on the high end of overweight and nearly still obese.  These patients clearly have more fat to lose, but their weight loss drugs suddenly stop working...How do we explain this?  Why would a patient who is still obese not be able to keep losing more weight on a GLP-1?\n\nThe best explanation I have seen is that the \"sarcopenic\" (low muscle) signal starts to override the satiety effects of the obesity drugs, making patients hungry again.  Basically, the idea is that your body is perfectly happy to keep burning more and more fat, since that is an \"extra energy storage\" tissue to begin with.  However, once your muscle reserves get sufficiently depleted, the body starts to get concerned and tells you \"you have got to start eating again, I don't care what this weight loss drug says\".\n\nMost patients start obesity drugs with a huge fat:muscle ratio.  They have tons of \"extra\" fat, but usually very little \"extra\" muscle.  When you stop eating because of an obesity drug, you burn both relatively indiscriminately.\n\nIt seems possible that the reason obesity drugs are \"bottoming out\" in this 20-25% WL range despite the patients clearly have more weight to lose is that they lack the muscle reserves necessary to continue losing weight by caloric restriction alone.  Lose all your fat?  Fine.  Lose all your muscle?  NOT fine, and your body will step in to make you hungry again to prevent this.\n\nTo me, this is the big time upside case for $SRRK, $IBIO, and anyone else pursuing muscle preservation in obesity. I think that there is a real chance that these types of drugs could lead not only to \"higher quality\" weight loss (i.e. more fat loss, less muscle loss), but even more weight loss altogether in the long run.  There's even an argument that this sort of muscle-preserving weight loss could be more durable than the current GLP-1 weight loss that rebounds quickly once the drugs are stopped (with the thesis still being that the sarcopenia signal is telling patients that they need to be super hungry - eliminate this and they can keep the weight off).\n\nThe 20-25% terminal weight loss range has proven to be a difficult bar to pass, especially considering the GI tolerability issues that more intense WL regimens cause.  To me, this \"sarcopenic override\" hypothesis is the best explanation I have seen for this phenomenon.\n\nCould $SRRK and $IBIO be onto a muscle preserving approach that leads to more fat loss, deeper overall weight loss, more tolerable weight loss, and weight loss that is more durable?  It may be counterintuitive, but I think there is strong (😉) rationale to suggest that \"bulking\" could lead to even more \"shrinking\" in the long run 💪", "reply_text": null, "parent_text": null, "quoted_text": "With $VERU getting crushed today, it seems to me that there is only one approach left in studies to address the \"muscle loss\" problem in obesity ➡️Myostatin.\n\nThat leaves $SRRK and $IBIO as the only two public SMID cap companies I know of that are still in play.  Obviously I am", "parent_author": null, "ret_m1d": 0.028443795449731635, "ret_signed_m1d": 0.028443795449731635, "alpha_spy_m1d": 0.014095267030464376, "alpha_c_m1d": 0.05040254791135135, "bench_spy_m1d": 0.014348528419267259, "bench_c_m1d": -0.021958752461619713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004701475285263879, "ret_signed_p1d": -0.004701475285263879, "alpha_spy_p1d": -0.013293999533336542, "alpha_c_p1d": 0.0022792382534677635, "bench_spy_p1d": 0.008592524248072664, "bench_c_p1d": -0.006980713538731642, "ret_p1w": -0.05853318347151071, "ret_signed_p1w": -0.05853318347151071, "alpha_spy_p1w": -0.05586373076058637, "alpha_c_p1w": -0.05778760471864541, "bench_spy_p1w": -0.002669452710924336, "bench_c_p1w": -0.0007455787528652946, "ret_p1m": -0.12976023363809663, "ret_signed_p1m": -0.12976023363809663, "alpha_spy_p1m": -0.12170195208908696, "alpha_c_p1m": -0.1315901560930458, "bench_spy_p1m": -0.008058281549009672, "bench_c_p1m": 0.0018299224549491733, "ret_p3m": -0.2555242267346963, "ret_signed_p3m": -0.2555242267346963, "alpha_spy_p3m": -0.17733742449729872, "alpha_c_p3m": -0.19850118871049693, "bench_spy_p3m": -0.0781868022373976, "bench_c_p3m": -0.05702303802419939, "ret_p6m": -0.12388341194981245, "ret_signed_p6m": -0.12388341194981245, "alpha_spy_p6m": -0.19009418737025663, "alpha_c_p6m": -0.042855506530534826, "bench_spy_p6m": 0.06621077542044418, "bench_c_p6m": -0.08102790541927762, "ret_p1y": 0.013869302771277958, "ret_signed_p1y": 0.013869302771277958, "alpha_spy_p1y": -0.16000743072095402, "alpha_c_p1y": -0.050340497341552215, "bench_spy_p1y": 0.17387673349223198, "bench_c_p1y": 0.06420980011283017, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12976023363809663, "alpha_spy_stated": -0.12170195208908696, "alpha_c_stated": -0.1315901560930458, "price_path": [-0.343, -0.3181, -0.2969, -0.2847, -0.2729, -0.2953, -0.3315, -0.3319, -0.3496, -0.327, -0.3035, -0.3195, -0.3164, -0.3383, -0.3733, -0.3564, -0.3535, -0.3773, -0.3799, -0.3451, -0.3451, -0.3731, -0.2967, -0.1133, -0.1288, -0.1032, -0.0621, -0.1077, -0.0743, -0.0651, -0.016, 0.0247, 0.0691, 0.0465, -0.0085, -0.0209, -0.0132, 0.0078, 0.0261, -0.0303, -0.0106, 0.0527, 0.0334, 0.071, 0.075, 0.0451, 0.0087, 0.016, 0.0381, 0.0618, 0.0075, -0.0484, -0.0397, -0.0482, 0.0014, -0.0237, 0.0418, 0.032, 0.0139, 0.055, 0.0985, 0.0672, 0.0284, 0.0, -0.0047, 0.0005, -0.0503, -0.0508, -0.0585, -0.0591, -0.0153, -0.0428, -0.0609, -0.1034, -0.1295, -0.1258, -0.1154, -0.1286, -0.1314, -0.1065, -0.0797, -0.1138, -0.1265, -0.1455, -0.1298, -0.1547, -0.0874, -0.1483, -0.1281, -0.1504, -0.1507, -0.1537, -0.1737, -0.189, -0.1587, -0.1878, -0.1866, -0.1838, -0.2036, -0.2015, -0.2092, -0.2231, -0.2052, -0.2177, -0.244, -0.2158, -0.228, -0.2442, -0.2934, -0.2351, -0.2783, -0.3677, -0.3879, -0.4248, -0.3639, -0.3815, -0.3418, -0.3199, -0.2896, -0.3004, -0.2772, -0.2992, -0.2562, -0.2355, -0.1918, -0.2287, -0.2555, -0.2297, -0.2264, -0.2299, -0.2264, -0.2344, -0.311, -0.3018, -0.2715, -0.279, -0.237, -0.2619, -0.2821, -0.2753, -0.2819, -0.291, -0.2586, -0.2779, -0.284, -0.2948, -0.2837, -0.3216, -0.2985, -0.3181, -0.3004, -0.2727, -0.2755, -0.1949, -0.1953, -0.1991, -0.1909, -0.224, -0.2167, -0.2372, -0.2447, -0.2677, -0.1462, -0.1998, -0.2177, -0.2146, -0.1582, -0.166, -0.1582, -0.1674, -0.2064, -0.1643, -0.154, -0.166, -0.1951, -0.1305, -0.104, -0.1199, -0.0929, -0.0889, -0.0327, 0.0075, -0.0428, -0.0334, -0.0602, -0.0665, -0.0806, -0.0844, -0.1281, -0.1239]}
{"unit_id": "quote:1883976374760755214", "ticker_idx": 1, "ts": "2025-01-27T20:32:24+00:00", "symbol": "IBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think that $SRRK and $IBIO have an underappreciated opportunity to shake up the obesity landscape with their muscle-preserving myostatin approach", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SRRK and IBIO on underappreciated myostatin/muscle-preservation approach that could deepen obesity drug weight loss beyond the ~23% ceiling.", "resolved_tickers": ["IBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$SRRK $IBIO $VERU $BHVN $KROS $REGN $LLY $NVO $VKTX $BIOA $AMGN\n\nI think that $SRRK and $IBIO have an underappreciated opportunity to shake up the obesity landscape with their muscle-preserving myostatin approach. 💪\n\nSome may argue that $SRRK & $IBIO are seeking to solve something that isn't a \"problem\", saying the 30-40% of weight lost on obesity drugs being muscle isn't certain to harm patients.  That's up for debate, though the case for showing functional improvement with muscle preservation (as $VERU data suggested in a very short 16 week study today), is a strong one in my opinion.\n\nHowever, I am actually more interested in the idea that Muscle preservation could lead to deepening of the terminal weight loss curve.\n\nA recent phenomenon in obesity studies has been that all programs, including those who pitched 25%+ weight loss, have found their weight loss efficacy bottoming out in the ~23% range.  Some studies may pass that range, but so far it is clear that companies have been surprised by how hard it is to drive weight loss past this ~20-23% zone.\n\nThis \"bottoming out\" phenomenon is especially odd when you consider that an \"average\" patient with a BMI of 38 on these studies losing an \"average\" 23% of their weight, still ends up with a BMI of~29 - on the high end of overweight and nearly still obese.  These patients clearly have more fat to lose, but their weight loss drugs suddenly stop working...How do we explain this?  Why would a patient who is still obese not be able to keep losing more weight on a GLP-1?\n\nThe best explanation I have seen is that the \"sarcopenic\" (low muscle) signal starts to override the satiety effects of the obesity drugs, making patients hungry again.  Basically, the idea is that your body is perfectly happy to keep burning more and more fat, since that is an \"extra energy storage\" tissue to begin with.  However, once your muscle reserves get sufficiently depleted, the body starts to get concerned and tells you \"you have got to start eating again, I don't care what this weight loss drug says\".\n\nMost patients start obesity drugs with a huge fat:muscle ratio.  They have tons of \"extra\" fat, but usually very little \"extra\" muscle.  When you stop eating because of an obesity drug, you burn both relatively indiscriminately.\n\nIt seems possible that the reason obesity drugs are \"bottoming out\" in this 20-25% WL range despite the patients clearly have more weight to lose is that they lack the muscle reserves necessary to continue losing weight by caloric restriction alone.  Lose all your fat?  Fine.  Lose all your muscle?  NOT fine, and your body will step in to make you hungry again to prevent this.\n\nTo me, this is the big time upside case for $SRRK, $IBIO, and anyone else pursuing muscle preservation in obesity. I think that there is a real chance that these types of drugs could lead not only to \"higher quality\" weight loss (i.e. more fat loss, less muscle loss), but even more weight loss altogether in the long run.  There's even an argument that this sort of muscle-preserving weight loss could be more durable than the current GLP-1 weight loss that rebounds quickly once the drugs are stopped (with the thesis still being that the sarcopenia signal is telling patients that they need to be super hungry - eliminate this and they can keep the weight off).\n\nThe 20-25% terminal weight loss range has proven to be a difficult bar to pass, especially considering the GI tolerability issues that more intense WL regimens cause.  To me, this \"sarcopenic override\" hypothesis is the best explanation I have seen for this phenomenon.\n\nCould $SRRK and $IBIO be onto a muscle preserving approach that leads to more fat loss, deeper overall weight loss, more tolerable weight loss, and weight loss that is more durable?  It may be counterintuitive, but I think there is strong (😉) rationale to suggest that \"bulking\" could lead to even more \"shrinking\" in the long run 💪", "reply_text": null, "parent_text": null, "quoted_text": "With $VERU getting crushed today, it seems to me that there is only one approach left in studies to address the \"muscle loss\" problem in obesity ➡️Myostatin.\n\nThat leaves $SRRK and $IBIO as the only two public SMID cap companies I know of that are still in play.  Obviously I am", "parent_author": null, "ret_m1d": 0.030201313286331244, "ret_signed_m1d": 0.030201313286331244, "alpha_spy_m1d": 0.015852784867063985, "alpha_c_m1d": 0.05216006574795096, "bench_spy_m1d": 0.014348528419267259, "bench_c_m1d": -0.021958752461619713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013422805905036084, "ret_signed_p1d": -0.013422805905036084, "alpha_spy_p1d": -0.022015330153108748, "alpha_c_p1d": -0.006442092366304442, "bench_spy_p1d": 0.008592524248072664, "bench_c_p1d": -0.006980713538731642, "ret_p1w": 0.05033560215011956, "ret_signed_p1w": 0.05033560215011956, "alpha_spy_p1w": 0.0530050548610439, "alpha_c_p1w": 0.05108118090298486, "bench_spy_p1w": -0.002669452710924336, "bench_c_p1w": -0.0007455787528652946, "ret_p1m": 0.26174495516690666, "ret_signed_p1m": 0.26174495516690666, "alpha_spy_p1m": 0.26980323671591633, "alpha_c_p1m": 0.2599150327119575, "bench_spy_p1m": -0.008058281549009672, "bench_c_p1m": 0.0018299224549491733, "ret_p3m": -0.6476510249678655, "ret_signed_p3m": -0.6476510249678655, "alpha_spy_p3m": -0.5694642227304679, "alpha_c_p3m": -0.5906279869436661, "bench_spy_p3m": -0.0781868022373976, "bench_c_p3m": -0.05702303802419939, "ret_p6m": -0.7684563781209832, "ret_signed_p6m": -0.7684563781209832, "alpha_spy_p6m": -0.8346671535414274, "alpha_c_p6m": -0.6874284727017056, "bench_spy_p6m": 0.06621077542044418, "bench_c_p6m": -0.08102790541927762, "ret_p1y": -0.25167785073812954, "ret_signed_p1y": -0.25167785073812954, "alpha_spy_p1y": -0.4255545842303615, "alpha_c_p1y": -0.3158876508509597, "bench_spy_p1y": 0.17387673349223198, "bench_c_p1y": 0.06420980011283017, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.26174495516690666, "alpha_spy_stated": 0.26980323671591633, "alpha_c_stated": 0.2599150327119575, "price_path": [-0.0839, -0.0604, -0.0436, -0.0369, -0.0604, -0.0772, -0.1309, -0.104, -0.104, -0.1074, -0.1376, -0.1477, -0.1409, -0.1409, -0.1443, -0.2215, -0.2785, -0.2349, -0.2685, -0.2517, -0.2651, -0.1779, -0.1141, -0.1409, -0.1477, -0.1174, -0.0134, -0.0604, -0.1275, -0.1141, -0.1309, -0.0705, -0.0738, -0.1074, -0.1275, -0.1577, -0.2248, -0.2114, -0.1879, -0.1946, -0.1879, -0.1678, -0.2081, -0.1879, -0.1913, -0.1779, -0.2013, -0.1779, -0.1879, -0.1779, -0.1745, -0.0906, -0.0872, -0.1443, -0.1678, -0.0839, -0.0436, -0.047, -0.0503, -0.0201, 0.0302, 0.0101, 0.0302, 0.0, -0.0134, -0.0067, -0.0034, 0.0101, 0.0503, 0.0671, 0.1409, 0.2047, 0.2483, 0.1477, 0.0638, 0.2349, 0.2081, 0.151, 0.2349, 0.2919, 0.2181, 0.1678, 0.1544, 0.3054, 0.2617, 0.6946, 0.9564, 1.151, 0.9966, 1.1242, 1.0638, 0.8792, 0.8591, 0.9195, 0.8624, 0.7215, 0.7047, 0.6309, 0.5168, 0.4732, 0.5302, 0.5537, 0.5537, 0.4799, 0.4463, 0.4799, 0.3826, 0.349, 0.3121, 0.3826, 0.2752, 0.0839, -0.4933, -0.5973, -0.5705, -0.594, -0.5973, -0.604, -0.6309, -0.6711, -0.7013, -0.7148, -0.7651, -0.745, -0.7148, -0.6913, -0.6477, -0.6477, -0.6443, -0.6544, -0.6611, -0.6711, -0.7148, -0.7148, -0.7215, -0.7416, -0.7349, -0.7315, -0.755, -0.755, -0.7315, -0.7315, -0.7248, -0.7416, -0.7349, -0.7248, -0.7282, -0.7282, -0.7383, -0.7416, -0.7248, -0.7181, -0.6678, -0.6879, -0.6711, -0.6946, -0.6812, -0.6779, -0.6544, -0.6879, -0.7081, -0.7282, -0.698, -0.7416, -0.7617, -0.7483, -0.755, -0.7617, -0.745, -0.745, -0.7483, -0.7517, -0.7517, -0.7383, -0.7181, -0.7181, -0.7215, -0.7282, -0.7416, -0.7584, -0.755, -0.755, -0.755, -0.755, -0.7517, -0.745, -0.7517, -0.755, -0.7617, -0.7685]}
{"unit_id": "reply:1861851628636348755", "ticker_idx": 0, "ts": "2024-11-27T19:16:34+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY's choice of doses wasn't accidental…because when they dosed higher they ran into the same AE profile as $VKTX has! Obviously Lilly could have dosed higher if they wanted to but they're not idiotic enough to push the dose to where over half the patients are nauseas when they can achieve 20% WL without it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Argues VKTX's higher-dose advantage is illusory — same AE profile forces tolerability tradeoffs LLY already solved; bearish VKTX, implicitly bullish LLY.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Uuuhh yeah $LLY’s choice of doses wasn’t accidental…because when they dosed higher they ran into the same AE profile as $VKTX has!  DUUUHH.  Obviously Lilly could have dosed higher if they wanted to but they’re not idiotic enough to push the dose to where over half the patients are nauseas when they can achieve 20% WL without it.  \n\nAlso, wake up.  A SLOWER DOSE TITRATION THROUGH 13 WEEKS IS A LOWER DOSE OF THE DRUG THROUGH 13 WEEKS. You’re seriously going to sit there and try to tell me that giving fewer mg of the drug is not a lower dose?  Do you actually not have any idea how ridiculous you’re being?  Get a grip.  You’re off the rails.", "reply_text": null, "parent_text": "@A_May_MD I compared the highest available doses for each drug. The fact that Viking can administer higher doses and achieve greater weight loss is a clear advantage. Lilly’s choice of doses wasn’t accidental, as I’m sure you’re aware. Also, I never claimed Viking would use lower doses; I", "quoted_text": null, "parent_author": "GilaMonstrum", "ret_m1d": 0.00143368777215791, "ret_signed_m1d": 0.00143368777215791, "alpha_spy_m1d": -0.0016056099658490197, "alpha_c_m1d": -0.0016056099658490197, "bench_spy_m1d": 0.0030392977380069297, "bench_c_m1d": 0.0030392977380069297, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009084093087393885, "ret_signed_p1d": 0.009084093087393885, "alpha_spy_p1d": 0.0028718346662641725, "alpha_c_p1d": 0.0028718346662641725, "bench_spy_p1d": 0.006212258421129713, "bench_c_p1d": 0.006212258421129713, "ret_p1w": 0.04748852971502848, "ret_signed_p1w": 0.04748852971502848, "alpha_spy_p1w": 0.03441317314701853, "alpha_c_p1w": 0.03441317314701853, "bench_spy_p1w": 0.013075356568009955, "bench_c_p1w": 0.013075356568009955, "ret_p1m": -0.018206229978078636, "ret_signed_p1m": -0.018206229978078636, "alpha_spy_p1m": -0.00379434797676681, "alpha_c_p1m": -0.00379434797676681, "bench_spy_p1m": -0.014411882001311827, "bench_c_p1m": -0.014411882001311827, "ret_p3m": 0.15788092258258235, "ret_signed_p3m": 0.15788092258258235, "alpha_spy_p3m": 0.19132703207552237, "alpha_c_p3m": 0.19132703207552237, "bench_spy_p3m": -0.033446109492940024, "bench_c_p3m": -0.033446109492940024, "ret_p6m": -0.04386560110618232, "ret_signed_p6m": -0.04386560110618232, "alpha_spy_p6m": -0.04564482653513646, "alpha_c_p6m": -0.04564482653513646, "bench_spy_p6m": 0.0017792254289541454, "bench_c_p6m": 0.0017792254289541454, "ret_p1y": 0.337143245408833, "ret_signed_p1y": 0.337143245408833, "alpha_spy_p1y": 0.1852040509189501, "alpha_c_p1y": 0.1852040509189501, "bench_spy_p1y": 0.1519391944898829, "bench_c_p1y": 0.1519391944898829, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.018206229978078636, "alpha_spy_stated": -0.00379434797676681, "alpha_c_stated": -0.00379434797676681, "price_path": [0.1909, 0.216, 0.2116, 0.1986, 0.1561, 0.1434, 0.1504, 0.1416, 0.1664, 0.1843, 0.17, 0.1698, 0.1478, 0.1463, 0.159, 0.1672, 0.1634, 0.1709, 0.1711, 0.1518, 0.1118, 0.1222, 0.1203, 0.1287, 0.1217, 0.1237, 0.1379, 0.1573, 0.165, 0.1535, 0.1806, 0.1773, 0.1568, 0.1608, 0.1617, 0.1627, 0.1477, 0.1516, 0.1441, 0.129, 0.1307, 0.1344, 0.1445, 0.0726, 0.051, 0.0373, 0.0211, 0.021, -0.0166, 0.0101, 0.0533, 0.0544, 0.0372, 0.0283, -0.0041, -0.0533, -0.0774, -0.0742, -0.0441, -0.0486, -0.051, -0.0421, 0.0014, 0.0, 0.0091, 0.0147, 0.0319, 0.0528, 0.0475, 0.0489, 0.0195, 0.0145, 0.0099, -0.0074, 0.0012, -0.0117, -0.0121, -0.0298, -0.0389, -0.0259, 0.0103, 0.0095, 0.0075, -0.0064, -0.0182, -0.0205, -0.0128, -0.0079, -0.0293, -0.0189, -0.0012, 0.0149, 0.0118, -0.0549, -0.0526, -0.0388, -0.0793, -0.0582, -0.0434, -0.0274, -0.0035, 0.0253, 0.0213, 0.0202, 0.0445, 0.029, 0.0282, 0.0481, 0.0685, 0.1043, 0.1143, 0.1024, 0.0975, 0.1076, 0.1062, 0.073, 0.0894, 0.1019, 0.1097, 0.1104, 0.1202, 0.1461, 0.1629, 0.1504, 0.17, 0.1816, 0.1579, 0.1816, 0.16, 0.1052, 0.0546, 0.0473, 0.0445, 0.0188, 0.0339, 0.0482, 0.0453, 0.0638, 0.0708, 0.0645, 0.0992, 0.0833, 0.0507, 0.0443, 0.0453, 0.0497, 0.0234, 0.0399, 0.0029, -0.0618, -0.0802, -0.077, -0.0421, -0.0838, -0.0692, -0.0413, -0.0377, -0.066, 0.0675, 0.0396, 0.0517, 0.0541, 0.0926, 0.1242, 0.115, 0.125, 0.1425, 0.0092, 0.0468, 0.044, -0.0149, -0.0129, -0.045, -0.0664, -0.0397, -0.0518, -0.0906, -0.068, -0.0354, -0.0384, -0.0487, -0.0768, -0.0892, -0.0911, -0.0764, -0.0838, -0.0798, -0.0606, -0.0485, -0.0439]}
{"unit_id": "reply:1876992604933329273", "ticker_idx": 0, "ts": "2025-01-08T14:01:24+00:00", "symbol": "JANX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it is looking like a hot year for these masked TCEs", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish JANX: VIR data validates the platform beyond PSMA, no competing HER2 molecule, buyout or not 2025 looks hot for masked TCEs.", "resolved_tickers": ["JANX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$VIR news is great for $JANX.  They don't have a competing HER2 molecule in the pipeline and this $VIR data is the validation $JANX needed to show that they're sitting on a legitimate platform here, not just a one-off shot with PSMA. \n\nBuyout or not, I think it is looking like a hot year for these masked TCEs.", "reply_text": null, "parent_text": "$VIR nice data thanks $SNY\n$CTMX looks DOA per amgn \n$JANX jpm buyout canceled ?", "quoted_text": null, "parent_author": "adar170", "ret_m1d": 0.13754430776155036, "ret_signed_m1d": 0.13754430776155036, "alpha_spy_m1d": 0.13900318799067446, "alpha_c_m1d": 0.1426713656485652, "bench_spy_m1d": -0.0014588802291241043, "bench_c_m1d": -0.005127057887014841, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07988983466492439, "ret_signed_p1d": -0.07988983466492439, "alpha_spy_p1d": -0.06462251037005595, "alpha_c_p1d": -0.07426417095351401, "bench_spy_p1d": -0.015267324294868434, "bench_c_p1d": -0.005625663711410378, "ret_p1w": -0.2009051386419528, "ret_signed_p1w": -0.2009051386419528, "alpha_spy_p1w": -0.2045524971820153, "alpha_c_p1w": -0.20588986460581593, "bench_spy_p1w": 0.003647358540062484, "bench_c_p1w": 0.004984725963863124, "ret_p1m": -0.2561983576534672, "ret_signed_p1m": -0.2561983576534672, "alpha_spy_p1m": -0.2822548452684661, "alpha_c_p1m": -0.2979986455369905, "bench_spy_p1m": 0.026056487614998902, "bench_c_p1m": 0.0418002878835233, "ret_p3m": -0.47127113340045956, "ret_signed_p3m": -0.47127113340045956, "alpha_spy_p3m": -0.36383613086929767, "alpha_c_p3m": -0.4355371608687444, "bench_spy_p3m": -0.1074350025311619, "bench_c_p3m": -0.035733972531715175, "ret_p6m": -0.4848484757499498, "ret_signed_p6m": -0.4848484757499498, "alpha_spy_p6m": -0.5510959394540775, "alpha_c_p6m": -0.4547234024051552, "bench_spy_p6m": 0.06624746370412771, "bench_c_p6m": -0.03012507334479464, "ret_p1y": -0.7239275911605312, "ret_signed_p1y": -0.7239275911605312, "alpha_spy_p1y": -0.9170325522905827, "alpha_c_p1y": -0.8643403648400056, "bench_spy_p1y": 0.1931049611300515, "bench_c_p1y": 0.14041277367947447, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2561983576534672, "alpha_spy_stated": -0.2822548452684661, "alpha_c_stated": -0.2979986455369905, "price_path": [-0.1159, -0.0948, -0.0708, -0.025, -0.0289, 0.0378, -0.0277, -0.0199, -0.0155, -0.0065, 0.039, 0.0183, 0.049, 0.051, 0.0697, 0.0667, 0.1009, 0.0624, 0.0702, 0.0994, 0.0878, 0.0801, 0.0667, 0.061, 0.0563, 0.0397, 0.023, 0.0055, -0.0405, -0.0531, -0.0356, -0.0366, -0.085, -0.01, -0.0394, -0.0555, -0.0872, -0.1104, -0.2094, 0.1779, 0.3151, 0.3046, 0.2788, 0.2131, 0.2271, 0.2485, 0.2102, 0.2025, 0.2113, 0.173, 0.0848, 0.1167, 0.1183, 0.1167, 0.1047, 0.0856, 0.0645, 0.0331, 0.0535, 0.0476, 0.061, 0.0525, 0.1375, 0.0, -0.0799, -0.1133, -0.1076, -0.1356, -0.2009, -0.1987, -0.195, -0.2094, -0.1226, -0.132, -0.1433, -0.1759, -0.1635, -0.1187, -0.1444, -0.1722, -0.1871, -0.1214, -0.1995, -0.2253, -0.2562, -0.2895, -0.2763, -0.2686, -0.2843, -0.2702, -0.2654, -0.2686, -0.2914, -0.3392, -0.3567, -0.3585, -0.3701, -0.3528, -0.3737, -0.4099, -0.3802, -0.3949, -0.3971, -0.4054, -0.4244, -0.3741, -0.3831, -0.3963, -0.38, -0.3914, -0.3918, -0.4012, -0.4109, -0.3754, -0.3933, -0.4073, -0.414, -0.4274, -0.4687, -0.4725, -0.4441, -0.4689, -0.4929, -0.5203, -0.5319, -0.4721, -0.4713, -0.4333, -0.4303, -0.4282, -0.4355, -0.4158, -0.4235, -0.4095, -0.3778, -0.3689, -0.389, -0.3658, -0.3595, -0.3467, -0.3693, -0.353, -0.4138, -0.4974, -0.4943, -0.4811, -0.497, -0.4872, -0.5016, -0.5549, -0.5421, -0.5222, -0.5244, -0.5002, -0.5126, -0.5039, -0.5037, -0.523, -0.5336, -0.527, -0.5317, -0.5079, -0.4996, -0.5055, -0.5128, -0.4843, -0.4896, -0.4837, -0.499, -0.497, -0.51, -0.5354, -0.5492, -0.5529, -0.5356, -0.5498, -0.5405, -0.5427, -0.5372, -0.5445, -0.5455, -0.5431, -0.5266, -0.5189, -0.5285, -0.5189, -0.4984, -0.4961, -0.5051, -0.4848]}
{"unit_id": "orig:1896230478509638137", "ticker_idx": 0, "ts": "2025-03-02T16:05:50+00:00", "symbol": "REPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$REPL would be preferred in earlier (I.e. *larger*) populations than $IOVA's therapy would", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish REPL over IOVA: enrollment data shows doctors prefer REPL in larger earlier-line populations, relegating IOVA TILs to last resort.", "resolved_tickers": ["REPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "This isn’t the flex you think it is.  It’s actually demonstrating the fact that doctors and patients would rather try $REPL therapy first.  Both $IOVA and $REPL studies had essentially the same enrollment criteria, yet $REPL enrolled much less refractory patients than $IOVA did.  This is a good demonstration of the fact that $REPL would be preferred in earlier (I.e. *larger*) populations than $IOVA’s therapy would.  Even in clinical trials people are saving $IOVA’s TILs for when *everything* else has already been exhausted.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04620465552016517, "ret_signed_m1d": 0.04620465552016517, "alpha_spy_m1d": 0.02837236093116058, "alpha_c_m1d": 0.05055018805193423, "bench_spy_m1d": 0.017832294589004594, "bench_c_m1d": -0.0043455325317690585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008250777948814902, "ret_signed_p1d": -0.008250777948814902, "alpha_spy_p1d": 0.003586196386594853, "alpha_c_p1d": 0.0010418094634517816, "bench_spy_p1d": -0.011836974335409756, "bench_c_p1d": -0.009292587412266684, "ret_p1w": -0.08085804880278857, "ret_signed_p1w": -0.08085804880278857, "alpha_spy_p1w": -0.04113348238864134, "alpha_c_p1w": -0.06808911875063406, "bench_spy_p1w": -0.03972456641414723, "bench_c_p1w": -0.012768930052154515, "ret_p1m": -0.30693071799952487, "ret_signed_p1m": -0.30693071799952487, "alpha_spy_p1m": -0.2707648261683867, "alpha_c_p1m": -0.2689216141761004, "bench_spy_p1m": -0.036165891831138164, "bench_c_p1m": -0.038009103823424484, "ret_p3m": -0.2103960573277872, "ret_signed_p3m": -0.2103960573277872, "alpha_spy_p3m": -0.22876464153913578, "alpha_c_p3m": -0.10111348660200692, "bench_spy_p3m": 0.01836858421134857, "bench_c_p3m": -0.10928257072578029, "ret_p6m": -0.5132013076669042, "ret_signed_p6m": -0.5132013076669042, "alpha_spy_p6m": -0.6165375012824523, "alpha_c_p6m": -0.4408082858264626, "bench_spy_p6m": 0.10333619361554813, "bench_c_p6m": -0.07239302184044161, "ret_p1y": -0.40181517586989934, "ret_signed_p1y": -0.40181517586989934, "alpha_spy_p1y": -0.5892272897198367, "alpha_c_p1y": -0.4702225779614795, "bench_spy_p1y": 0.1874121138499374, "bench_c_p1y": 0.06840740209158014, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.30693071799952487, "alpha_spy_stated": -0.2707648261683867, "alpha_c_stated": -0.2689216141761004, "price_path": [0.1865, 0.1592, 0.1617, 0.118, 0.0842, 0.0866, 0.0767, 0.0792, 0.0429, 0.0594, 0.0429, 0.0083, 0.0355, 0.0297, -0.033, -0.038, -0.0091, 0.0305, 0.0182, 0.0314, 0.0553, 0.0116, 0.0173, -0.0008, 0.0363, 0.0413, -0.0083, -0.0759, -0.0487, -0.0875, -0.1015, -0.1345, -0.1403, -0.1452, -0.1634, -0.0223, 0.0743, 0.1345, 0.1213, 0.1295, 0.1568, 0.1609, 0.1238, 0.1535, 0.1312, 0.1559, 0.1757, 0.1601, 0.1502, 0.0825, 0.0602, 0.1378, 0.179, 0.1634, 0.1576, 0.137, 0.1807, 0.1535, 0.1229, 0.113, 0.0924, 0.0425, 0.0462, 0.0, -0.0083, 0.014, -0.0314, -0.0503, -0.0809, -0.0561, -0.0008, -0.0215, -0.0384, -0.0281, -0.0569, -0.0512, -0.0429, -0.1073, -0.0883, -0.118, -0.1419, -0.1378, -0.1427, -0.1955, -0.3069, -0.2888, -0.349, -0.3845, -0.382, -0.4109, -0.3969, -0.429, -0.3936, -0.3804, -0.3639, -0.3705, -0.3403, -0.2768, -0.2814, -0.2715, -0.2525, -0.2533, -0.2351, -0.2252, -0.1931, -0.2046, -0.1741, -0.1741, -0.3812, -0.4092, -0.3589, -0.3639, -0.3515, -0.3886, -0.4216, -0.4035, -0.3523, -0.3234, -0.2417, -0.302, -0.2772, -0.3111, -0.3053, -0.3045, -0.2269, -0.2591, -0.2104, -0.2054, -0.2005, -0.1955, -0.1436, -0.1601, -0.1642, -0.1931, -0.1844, -0.1931, -0.1889, -0.2158, -0.217, -0.2351, -0.2384, -0.1955, -0.2203, -0.2195, -0.2302, -0.2335, -0.245, -0.212, -0.2244, -0.2038, -0.2294, -0.1427, -0.1114, -0.0949, -0.0693, 0.0231, 0.0421, 0.0314, -0.0025, 0.0169, -0.7686, -0.7248, -0.7442, -0.7401, -0.7384, -0.6906, -0.3771, -0.42, -0.3729, -0.5289, -0.4785, -0.5462, -0.5479, -0.5635, -0.5883, -0.5668, -0.58, -0.5586, -0.5413, -0.5602, -0.5644, -0.5668, -0.538, -0.5322, -0.547, -0.5314, -0.5437, -0.5561, -0.5545, -0.5132]}
{"unit_id": "orig:1896230478509638137", "ticker_idx": 1, "ts": "2025-03-02T16:05:50+00:00", "symbol": "IOVA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Even in clinical trials people are saving $IOVA's TILs for when *everything* else has already been exhausted", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish REPL over IOVA: enrollment data shows doctors prefer REPL in larger earlier-line populations, relegating IOVA TILs to last resort.", "resolved_tickers": ["IOVA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "This isn’t the flex you think it is.  It’s actually demonstrating the fact that doctors and patients would rather try $REPL therapy first.  Both $IOVA and $REPL studies had essentially the same enrollment criteria, yet $REPL enrolled much less refractory patients than $IOVA did.  This is a good demonstration of the fact that $REPL would be preferred in earlier (I.e. *larger*) populations than $IOVA’s therapy would.  Even in clinical trials people are saving $IOVA’s TILs for when *everything* else has already been exhausted.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04950490375089078, "ret_signed_m1d": -0.04950490375089078, "alpha_spy_m1d": -0.03167260916188619, "alpha_c_m1d": -0.05385043628265984, "bench_spy_m1d": 0.017832294589004594, "bench_c_m1d": -0.0043455325317690585, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029702942250534492, "ret_signed_p1d": 0.029702942250534492, "alpha_spy_p1d": 0.017865967915124736, "alpha_c_p1d": 0.020410354838267808, "bench_spy_p1d": -0.011836974335409756, "bench_c_p1d": -0.009292587412266684, "ret_p1w": -0.07673265982838107, "ret_signed_p1w": 0.07673265982838107, "alpha_spy_p1w": 0.037008093414233834, "alpha_c_p1w": 0.06396372977622655, "bench_spy_p1w": -0.03972456641414723, "bench_c_p1w": -0.012768930052154515, "ret_p1m": -0.19554454685951972, "ret_signed_p1m": 0.19554454685951972, "alpha_spy_p1m": 0.15937865502838156, "alpha_c_p1m": 0.15753544303609524, "bench_spy_p1m": -0.036165891831138164, "bench_c_p1m": -0.038009103823424484, "ret_p3m": -0.5643564338906584, "ret_signed_p3m": 0.5643564338906584, "alpha_spy_p3m": 0.5827250181020069, "alpha_c_p3m": 0.4550738631648781, "bench_spy_p3m": 0.01836858421134857, "bench_c_p3m": -0.10928257072578029, "ret_p6m": -0.4579207727972424, "ret_signed_p6m": 0.4579207727972424, "alpha_spy_p6m": 0.5612569664127905, "alpha_c_p6m": 0.3855277509568008, "bench_spy_p6m": 0.10333619361554813, "bench_c_p6m": -0.07239302184044161, "ret_p1y": 0.05445551215498057, "ret_signed_p1y": -0.05445551215498057, "alpha_spy_p1y": 0.13295660169495682, "alpha_c_p1y": 0.01395188993659957, "bench_spy_p1y": 0.1874121138499374, "bench_c_p1y": 0.06840740209158014, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19554454685951972, "alpha_spy_stated": 0.15937865502838156, "alpha_c_stated": 0.15753544303609524, "price_path": [1.2574, 1.3267, 1.3069, 1.245, 1.1609, 1.1609, 1.0965, 1.2351, 1.2129, 1.1262, 1.1238, 0.9703, 0.9381, 0.9406, 0.9332, 0.797, 0.7871, 0.8267, 0.8465, 0.854, 0.8812, 0.8243, 0.7748, 0.8317, 0.9282, 0.8936, 0.8515, 0.8317, 0.7748, 0.5842, 0.4307, 0.4579, 0.4629, 0.4257, 0.4629, 0.4554, 0.4827, 0.5322, 0.547, 0.547, 0.5322, 0.5025, 0.5371, 0.448, 0.396, 0.4381, 0.5099, 0.4554, 0.4084, 0.3168, 0.3094, 0.3218, 0.3218, 0.3787, 0.3762, 0.3985, 0.3886, 0.4307, 0.3738, 0.3218, 0.3243, 0.302, 0.0495, 0.0, -0.0297, 0.0025, -0.0718, -0.0718, -0.0767, -0.0347, -0.0545, -0.1287, -0.1114, -0.0743, -0.1163, -0.1188, -0.1238, -0.1238, -0.1015, -0.1386, -0.1485, -0.1015, -0.1188, -0.1757, -0.1955, -0.1238, -0.1955, -0.2574, -0.25, -0.2946, -0.1906, -0.2426, -0.1832, -0.1559, -0.2005, -0.2401, -0.2426, -0.2376, -0.2054, -0.2104, -0.1683, -0.1312, -0.1064, -0.1188, -0.1114, -0.1757, -0.1337, -0.1337, -0.2327, -0.2252, -0.2153, -0.5668, -0.5223, -0.5569, -0.5767, -0.5644, -0.5891, -0.547, -0.5272, -0.5644, -0.5668, -0.5594, -0.5718, -0.5668, -0.547, -0.5668, -0.5644, -0.5495, -0.547, -0.5545, -0.4926, -0.453, -0.4109, -0.4455, -0.4282, -0.4455, -0.4851, -0.5, -0.495, -0.5099, -0.5421, -0.5347, -0.5594, -0.5693, -0.5817, -0.5743, -0.5693, -0.5668, -0.5668, -0.5792, -0.5619, -0.5074, -0.5223, -0.5371, -0.5025, -0.5198, -0.448, -0.4208, -0.448, -0.3837, -0.2252, -0.0173, -0.1856, -0.2252, -0.2698, -0.2772, -0.3391, -0.3639, -0.3366, -0.2995, -0.3193, -0.3614, -0.3465, -0.4777, -0.5124, -0.448, -0.3936, -0.3936, -0.3688, -0.3812, -0.3564, -0.3738, -0.3713, -0.3342, -0.3738, -0.3936, -0.401, -0.448, -0.448, -0.4579]}
{"unit_id": "reply:1858119081221558582", "ticker_idx": 0, "ts": "2024-11-17T12:04:45+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CGEM is half life extended so this specific issue won't be a problem. Longer half life, greater AUC with higher B cell depletion yet still lower CRS risk despite that greater efficacy. This may be the best case scenario for $CGEM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long CGEM: half-life-extended CD19 TCE avoids CRS/AUC tradeoff vs short-half-life rivals, positioning it as best-in-class for SLE with no meaningful competition from blina-like agents.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$CGEM - Yes, very much so.  This agent with data above is low half life.  Because of that, you can’t push AUC without risking high Cmax, meaning high risk of CRS.  $CGEM is half life extended so this specific issue won’t be a problem.  Longer half life, greater AUC with higher B cell depletion yet still lower CRS risk despite that greater efficacy.  \n\nBlina (another short half life CD19 TCE) is not super effective for durable response in ALL either, unlike the half life extended CD20 and BCMA TCEs that produce CAR-T like responses and durability in NHL and MM respectively, which mimic the design of $CGEM’s TCE.\n\nThis may be the best case scenario for $CGEM if it means that super short half life TCEs like blina won’t be competition.", "reply_text": null, "parent_text": "is the CD19 TCE thesis still alive in SLE?", "quoted_text": null, "parent_author": "Kennydoesbio", "ret_m1d": 0.030483260462924155, "ret_signed_m1d": 0.030483260462924155, "alpha_spy_m1d": 0.034563844423825096, "alpha_c_m1d": 0.031187778681147416, "bench_spy_m1d": -0.004080583960900941, "bench_c_m1d": -0.0007045182182232601, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026022262658644046, "ret_signed_p1d": -0.026022262658644046, "alpha_spy_p1d": -0.029677737249727776, "alpha_c_p1d": -0.020879334835404495, "bench_spy_p1d": 0.0036554745910837294, "bench_c_p1d": -0.0051429278232395514, "ret_p1w": -0.0676579821796911, "ret_signed_p1w": -0.0676579821796911, "alpha_spy_p1w": -0.08360625566798985, "alpha_c_p1w": -0.09196424689692229, "bench_spy_p1w": 0.015948273488298748, "bench_c_p1w": 0.024306264717231185, "ret_p1m": -0.19925646018636567, "ret_signed_p1m": -0.19925646018636567, "alpha_spy_p1m": -0.19607693016627303, "alpha_c_p1m": -0.16670771850445287, "bench_spy_p1m": -0.0031795300200926357, "bench_c_p1m": -0.032548741681912796, "ret_p3m": -0.3286245456486322, "ret_signed_p3m": -0.3286245456486322, "alpha_spy_p3m": -0.35210363056417593, "alpha_c_p3m": -0.36492847425627584, "bench_spy_p3m": 0.023479084915543735, "bench_c_p3m": 0.03630392860764364, "ret_p6m": -0.4133829012361392, "ret_signed_p6m": -0.4133829012361392, "alpha_spy_p6m": -0.41110866142361946, "alpha_c_p6m": -0.34087677711360087, "bench_spy_p6m": -0.0022742398125197294, "bench_c_p6m": -0.07250612412253832, "ret_p1y": -0.3516728334061411, "ret_signed_p1y": -0.3516728334061411, "alpha_spy_p1y": -0.47462306277880495, "alpha_c_p1y": -0.4375164749388859, "bench_spy_p1y": 0.12295022937266387, "bench_c_p1y": 0.08584364153274482, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19925646018636567, "alpha_spy_stated": -0.19607693016627303, "alpha_c_stated": -0.16670771850445287, "price_path": [0.3093, 0.3398, 0.3279, 0.3405, 0.3576, 0.4022, 0.3903, 0.4022, 0.4572, 0.3762, 0.3888, 0.3331, 0.3368, 0.3569, 0.3249, 0.3368, 0.31, 0.3346, 0.2587, 0.2818, 0.281, 0.3338, 0.3494, 0.2364, 0.3123, 0.2149, 0.2862, 0.2781, 0.2446, 0.2461, 0.226, 0.197, 0.2149, 0.1926, 0.1978, 0.1487, 0.1799, 0.2059, 0.2067, 0.2074, 0.3093, 0.2914, 0.2468, 0.2045, 0.1859, 0.1606, 0.1792, 0.1866, 0.2007, 0.258, 0.2059, 0.1561, 0.1732, 0.1836, 0.1881, 0.2253, 0.1584, 0.1911, 0.284, 0.1911, 0.174, 0.1375, 0.0305, 0.0, -0.026, -0.0647, -0.0914, -0.0677, -0.0677, -0.0506, -0.0268, 0.0, -0.0208, -0.0483, -0.0364, -0.0751, -0.029, -0.0558, -0.0669, -0.0691, -0.0929, -0.1264, -0.1227, -0.1457, -0.1993, -0.1859, -0.1375, -0.1175, -0.0877, -0.0409, -0.1063, -0.0929, -0.0944, -0.0788, -0.0572, -0.1242, -0.1405, -0.1725, -0.168, -0.1792, -0.2558, -0.2431, -0.2461, -0.2372, -0.2253, -0.2186, -0.2149, -0.2156, -0.2342, -0.223, -0.1636, -0.1836, -0.2149, -0.252, -0.2416, -0.2342, -0.2305, -0.2409, -0.2491, -0.2706, -0.2647, -0.287, -0.2914, -0.3115, -0.2989, -0.3197, -0.3286, -0.3517, -0.3636, -0.3717, -0.3599, -0.3688, -0.4052, -0.3955, -0.3732, -0.3673, -0.3524, -0.3941, -0.3554, -0.3249, -0.3368, -0.3465, -0.3286, -0.3361, -0.3569, -0.3517, -0.3665, -0.3651, -0.3829, -0.3985, -0.3836, -0.4037, -0.4372, -0.4424, -0.4186, -0.4431, -0.4491, -0.461, -0.4558, -0.4208, -0.4364, -0.4268, -0.4245, -0.4201, -0.4342, -0.4134, -0.3978, -0.3777, -0.377, -0.3948, -0.3948, -0.4234, -0.4126, -0.3844, -0.3665, -0.3465, -0.3851, -0.4164, -0.4275, -0.4223, -0.4394, -0.4119, -0.4335, -0.4699, -0.4617, -0.4424, -0.4268, -0.4126, -0.4149, -0.4134]}
{"unit_id": "thread:1878941273039516128", "ticker_idx": 0, "ts": "2025-01-13T23:04:43+00:00", "symbol": "TARS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I personally think that the company is sitting on a great treatment for a couple of really underappreciated large markets", "tweet_type": "analysis", "timeline": "months", "summary": "Long TARS: blockbuster Xdemvy launch in demodex blepharitis, massive ocular rosacea opportunity underappreciated by market, ~$2B market cap looks cheap on combined TAM.", "resolved_tickers": ["TARS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The presentation I am most interested in tomorrow is $TARS (which is a company sponsored call, not part of JPM). \n\nI expect that they'll provide Q4 Xdemvy sales numbers in demodex blepharitis, which hopefully continue to impress in the first full year of sales.  This is one of a handful of biotech launches that have gone exceptionally well recently.  Aside from today (where the market was clearly bummed that $TARS wasn't bought out), the stock has been moving up nicely in step with their impressive launch. \n\nDemodex blepharitis has been an underappreciated indication historically, but it is *big*, with millions of patients in the TAM.  Xdemvy is the first drug ever approved to treat the condition (which is essentially eye inflammation caused by mites that live in your skin and glands of your eyes - gross), and early KOL feedback is that ophthalmologists are diagnosing the condition more than they ever did before now that they actually have something to treat it with.  This suggests that the multi-million patient market could be even bigger than we already know.  \n\nAs mentioned, the DB launch is going way better than analysts projected, and we'll see how Q4 lines up with those projections tomorrow.  Given how large the DB market likely is with its millions of addressable patients, $TARS may already have a blockbuster drug on its hands, potentially making the current ~$2B market cap look cheap on that opportunity alone.\n\nHowever, where things get really interesting for $TARS to me is expansion into other indications, especially ocular rosacea.  This is a massive indication (over 15 million patients!) and one that is difficult to treat.  \n\nAs a dermatologist, it is a frustrating condition because we are usually the ones who diagnose it (because patients come to derms for the rosacea rash on their face, often not realizing that the burning/itching in their eyes is the same condition) but we don't have good ways to treat it.  Patients are often put on long-term tetracycline antibiotics (sorry infectious disease docs) to control the condition, which can actually cause vision loss if untreated.  If we can't control it with antibiotics, its a referral to ophtho for other treatments.  But even for ophthalmologists - there are zero FDA approved drugs to treat this condition.\n\nPersonally I can say that if there were a highly efficacious FDA-approved topical treatment for ocular rosacea, I would try it in any rosacea patient with concurrent ocular symptoms consistent with ocular rosacea.  That would be a lot of patients, and I don't think many people are even factoring in the potential magnitude of a big-time derm launch for this company.\n\nClearly everyone slept on and underestimated the demodex blepharitis launch (as evidence by $TARS price action over this last year).  I personally think the same thing is likely to happen down the road with ocular rosacea.  \n\nIt's early and rosacea/ocular rosacea trials are still ongoing, but if $TARS really is holding out for higher prices in buyout negotiations like the Betaville rumor says they are, I can see why. \n\nIf $TARS ends up with an ocular rosacea approval and it goes anything like this DB launch has, we are looking at blockbuster status for sure IMO, with a unique marketing overlap that involves both dermatologists ophthalmologists plus a nice mechanistic moat.  I personally think that the company is sitting on a great treatment for a couple of really underappreciated large markets.\n\nAs a fun aside, if you don't know what demodex mites are, check out the attached photos.  They are tiny bugs that live inside your pores, eating the oils that your glands produce (and yes, expelling their waste and offspring in there too).  In some cases they cause diseases like those that $TARS is treating.  Prevalence studies show super high rates of infestation with these mites among the general population, but I personally think prevalence studies are limited by sampling error and that absolutely EVERYONE has at least some of these guys living inside them.  Comforting, right?\n\n---\n\nDang, they aren't going to give us Q4 sales today.  Though they've said \"blockbuster\" about a dozen times in the first 5 minutes 😅", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06068122074437965, "ret_signed_m1d": 0.06068122074437965, "alpha_spy_m1d": 0.06205549350105377, "alpha_c_m1d": 0.05025250584670227, "bench_spy_m1d": -0.001374272756674122, "bench_c_m1d": 0.010428714897677382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.050304521771396216, "ret_signed_p1d": 0.050304521771396216, "alpha_spy_p1d": 0.032114708131014025, "alpha_c_p1d": 0.046232929637550546, "bench_spy_p1d": 0.01818981364038219, "bench_c_p1d": 0.0040715921338456695, "ret_p1w": 0.08526953808174342, "ret_signed_p1w": 0.08526953808174342, "alpha_spy_p1w": 0.043616427003545954, "alpha_c_p1w": 0.06969812869680214, "bench_spy_p1w": 0.04165311107819747, "bench_c_p1w": 0.015571409384941282, "ret_p1m": 0.17820882889401157, "ret_signed_p1m": 0.17820882889401157, "alpha_spy_p1m": 0.13090475686454628, "alpha_c_p1m": 0.13256581445695947, "bench_spy_p1m": 0.047304072029465294, "bench_c_p1m": 0.0456430144370521, "ret_p3m": 0.1080531672226217, "ret_signed_p3m": 0.1080531672226217, "alpha_spy_p3m": 0.18184835131790977, "alpha_c_p3m": 0.12074803535274958, "bench_spy_p3m": -0.07379518409528807, "bench_c_p3m": -0.012694868130127879, "ret_p6m": -0.06609519928156682, "ret_signed_p6m": -0.06609519928156682, "alpha_spy_p6m": -0.1512931791176757, "alpha_c_p6m": -0.022306289968455517, "bench_spy_p6m": 0.08519797983610888, "bench_c_p6m": -0.0437889093131113, "ret_p1y": 0.66140307881252, "ret_signed_p1y": 0.66140307881252, "alpha_spy_p1y": 0.45841260669843154, "alpha_c_p1y": 0.5205402010729847, "bench_spy_p1y": 0.2029904721140885, "bench_c_p1y": 0.14086287773953532, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17820882889401157, "alpha_spy_stated": 0.13090475686454628, "alpha_c_stated": 0.13256581445695947, "price_path": [-0.1945, -0.1771, -0.159, -0.152, -0.1638, -0.1739, -0.1778, -0.1428, -0.1202, -0.1227, -0.111, -0.1051, -0.0104, 0.009, 0.0036, 0.067, 0.0424, 0.03, 0.0557, 0.0555, 0.1148, 0.1072, 0.0731, 0.0491, 0.0523, 0.0113, 0.0068, 0.0577, 0.0508, 0.0467, 0.0882, 0.09, 0.1202, 0.1469, 0.1832, 0.1374, 0.1369, 0.1649, 0.1351, 0.1683, 0.1428, 0.1426, 0.1762, 0.1523, 0.1843, 0.1669, 0.2014, 0.1888, 0.173, 0.1935, 0.2274, 0.219, 0.226, 0.2407, 0.2339, 0.249, 0.2441, 0.2558, 0.2678, 0.2425, 0.2461, 0.1886, 0.0607, 0.0, 0.0503, 0.0584, 0.0494, 0.0544, 0.0853, 0.1081, 0.1004, 0.1606, 0.1518, 0.1972, 0.1672, 0.2127, 0.2213, 0.2294, 0.2845, 0.2028, 0.1945, 0.1676, 0.1554, 0.1805, 0.1782, 0.1329, 0.1471, 0.1178, 0.099, 0.0792, 0.0273, -0.0686, -0.0399, -0.0176, 0.0034, -0.0363, 0.0038, 0.0047, -0.0171, 0.0483, 0.0059, 0.0636, 0.0625, 0.0483, 0.0848, 0.0713, 0.0415, 0.1178, 0.1259, 0.1272, 0.1811, 0.1579, 0.1507, 0.1426, 0.1672, 0.1588, 0.1035, 0.1615, 0.1178, 0.0607, 0.0713, 0.0068, 0.0347, -0.0047, 0.0474, 0.099, 0.1081, 0.1141, 0.111, 0.0943, 0.1153, 0.1279, 0.1272, 0.1279, 0.1216, 0.1482, 0.171, 0.1347, 0.0684, 0.0828, 0.0478, 0.0681, 0.0634, 0.0097, -0.0029, -0.0647, -0.0323, -0.0187, -0.0142, 0.0153, 0.0124, -0.0257, -0.0307, -0.0305, -0.0553, -0.0514, -0.0201, -0.0311, -0.0108, -0.0095, -0.0379, -0.0056, -0.0092, -0.0275, -0.0713, -0.076, -0.0762, -0.0776, -0.0686, -0.1108, -0.0735, -0.083, -0.0841, -0.0661, -0.0932, -0.0902, -0.0898, -0.0862, -0.0979, -0.0875, -0.0717, -0.0993, -0.1047, -0.0686, -0.0715, -0.1162, -0.0632, -0.0846, -0.0627, -0.0661]}
{"unit_id": "reply:1891573680926490757", "ticker_idx": 0, "ts": "2025-02-17T19:41:23+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "got ~$206M myself. Way above the current ~$85M consensus", "tweet_type": "prediction", "timeline": "months", "summary": "Author's own FY25 BBIO revenue estimate ~$206M sits far above ~$85M consensus, implying bullish outlook.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$BBIO Which row is for FY25 revenue?  The $316M line or $232M line?\n\nI'm no expert on launch modelling but I built out FY25 with a series of (IMO) very conservative assumptions after the JPM 430 2024 Rx input and got ~$206M myself.\n\nWay above the current ~$85M consensus. \n\nNeed more data on continued Rx trajectory and % of patients fully covered to get even remotely accurate though.", "reply_text": null, "parent_text": "$BBIO I have not revisited Salim-Attruby model since it first published before launch - Salim definitely was bullish -but also point out not sure anyone understands or knows Attruby launch better then Salim -lots to digest here &amp; ramifications going forward 3 phase 3 readouts https://t.co/EIsofExD1i", "quoted_text": null, "parent_author": "semodough", "ret_m1d": -0.016624404753011524, "ret_signed_m1d": -0.016624404753011524, "alpha_spy_m1d": -0.013697101646480414, "alpha_c_m1d": -0.018562061214644432, "bench_spy_m1d": -0.0029273031065311095, "bench_c_m1d": 0.0019376564616329084, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022541538439710518, "ret_signed_p1d": 0.022541538439710518, "alpha_spy_p1d": 0.020186619841559228, "alpha_c_p1d": 0.00953288473930014, "bench_spy_p1d": 0.00235491859815129, "bench_c_p1d": 0.013008653700410377, "ret_p1w": -0.03212181319893792, "ret_signed_p1w": -0.03212181319893792, "alpha_spy_p1w": -0.0039118254445958955, "alpha_c_p1w": -0.06235986952269845, "bench_spy_p1w": -0.028209987754342025, "bench_c_p1w": 0.03023805632376053, "ret_p1m": -0.049027940157087224, "ret_signed_p1m": -0.049027940157087224, "alpha_spy_p1m": 0.023516263297483686, "alpha_c_p1m": -0.06563465177790162, "bench_spy_p1m": -0.07254420345457091, "bench_c_p1m": 0.016606711620814396, "ret_p3m": -0.0507185958475157, "ret_signed_p3m": -0.0507185958475157, "alpha_spy_p3m": -0.026432660242498796, "alpha_c_p3m": 0.015916677353846387, "bench_spy_p3m": -0.024285935605016906, "bench_c_p3m": -0.06663527320136209, "ret_p6m": 0.37813461634992707, "ret_signed_p6m": 0.37813461634992707, "alpha_spy_p6m": 0.3255715865414657, "alpha_c_p6m": 0.42363334901407257, "bench_spy_p6m": 0.05256302980846139, "bench_c_p6m": -0.0454987326641455, "ret_p1y": 0.9926739328280105, "ret_signed_p1y": 0.9926739328280105, "alpha_spy_p1y": 0.860165091731006, "alpha_c_p1y": 0.8853804540922285, "bench_spy_p1y": 0.13250884109700456, "bench_c_p1y": 0.10729347873578199, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.049027940157087224, "alpha_spy_stated": 0.023516263297483686, "alpha_c_stated": -0.06563465177790162, "price_path": [-0.3015, -0.3207, -0.3316, -0.3702, -0.3649, -0.3508, -0.3452, -0.3401, -0.2339, -0.255, -0.2254, -0.2367, -0.2505, -0.2511, -0.2364, -0.2488, -0.1888, -0.1688, -0.1817, -0.1834, -0.2203, -0.2254, -0.2192, -0.2161, -0.268, -0.2615, -0.2536, -0.2175, -0.1961, -0.2001, -0.2113, -0.2302, -0.2268, -0.2054, -0.2077, -0.2037, -0.1871, -0.1702, -0.1806, -0.0496, 0.0032, -0.0138, -0.0389, -0.0479, 0.0166, 0.0099, 0.0451, 0.0592, 0.0332, 0.0231, 0.0273, 0.0135, -0.0361, -0.1257, -0.0707, -0.0549, -0.0786, -0.1026, -0.1051, -0.1231, -0.0997, -0.1107, -0.0166, 0.0, 0.0225, 0.0371, 0.0383, 0.0214, -0.0321, -0.0575, -0.0349, -0.0166, -0.0699, -0.0549, -0.0147, -0.0919, -0.1105, -0.1152, -0.0888, -0.0817, -0.0896, -0.071, -0.0699, -0.093, -0.049, -0.0445, -0.0203, 0.0487, 0.0352, 0.0172, 0.0256, -0.0107, -0.0259, -0.0696, -0.0245, -0.04, -0.1161, -0.1358, -0.1507, -0.0735, -0.0896, -0.0445, -0.018, -0.0352, -0.0462, -0.0456, -0.0558, -0.0369, -0.0073, 0.0132, 0.023, 0.0113, 0.0262, 0.0809, 0.082, 0.0868, 0.0769, 0.0409, 0.0093, -0.018, -0.0372, 0.0054, -0.0628, -0.0516, -0.0493, -0.0465, -0.0507, -0.0502, -0.0747, -0.071, -0.0606, -0.0673, -0.091, -0.0597, -0.0349, -0.0008, 0.0572, 0.0713, 0.0803, 0.0882, 0.0997, 0.1296, 0.1003, 0.1172, 0.1209, 0.1592, 0.1291, 0.1271, 0.1758, 0.1884, 0.2525, 0.2505, 0.2713, 0.264, 0.2167, 0.2054, 0.2068, 0.2395, 0.2257, 0.217, 0.2956, 0.3037, 0.3094, 0.3438, 0.3233, 0.3271, 0.317, 0.3105, 0.2933, 0.2897, 0.3015, 0.2866, 0.3046, 0.3026, 0.3052, 0.2854, 0.3319, 0.3347, 0.3454, 0.3866, 0.2626, 0.2947, 0.3125, 0.3593, 0.3832, 0.4196, 0.4421, 0.446, 0.3812, 0.3781]}
{"unit_id": "orig:1884267220064145460", "ticker_idx": 0, "ts": "2025-01-28T15:48:07+00:00", "symbol": "JANX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$JANX ~$40 … look like just silly risk/reward to me for 2025 … 30% below very recent offering price", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish JANX and VIR for 2025; both seen as deeply undervalued vs. their immuno-oncology platforms and recent data.", "resolved_tickers": ["JANX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Also going on record here that $JANX ~$40 and $VIR ~$10 look like just silly risk/reward to me for 2025.  Relatively advanced, clearly active, widely applicable immune-oncology platforms...\n\n➡️$JANX 30% below very recent offering price.\n➡️$VIR with maybe the better platform going for ~$300M enterprise value?\n\nDurability could still disappoint and derail them, but these seem like really skeptical valuations for what we have already seen in PSMA, EGFR, and HER2 datasets...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.039637053607334494, "ret_signed_m1d": 0.039637053607334494, "alpha_spy_m1d": 0.04815637537652817, "alpha_c_m1d": 0.032607267143057284, "bench_spy_m1d": -0.008519321769193677, "bench_c_m1d": 0.00702978646427721, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015042913976848205, "ret_signed_p1d": 0.015042913976848205, "alpha_spy_p1d": 0.0195257784423144, "alpha_c_p1d": 0.02091252603721383, "bench_spy_p1d": -0.0044828644654661964, "bench_c_p1d": -0.0058696120603656254, "ret_p1w": -0.013610307552216816, "ret_signed_p1w": -0.013610307552216816, "alpha_spy_p1w": -0.009077842291001836, "alpha_c_p1w": -0.017159251578563572, "bench_spy_p1w": -0.00453246526121498, "bench_c_p1w": 0.0035489440263467564, "ret_p1m": -0.23567341200705993, "ret_signed_p1m": -0.23567341200705993, "alpha_spy_p1m": -0.20346585927437955, "alpha_c_p1m": -0.24045084484319845, "bench_spy_p1m": -0.03220755273268039, "bench_c_p1m": 0.004777432836138518, "ret_p3m": -0.22277940766715876, "ret_signed_p3m": -0.22277940766715876, "alpha_spy_p3m": -0.14249666875434863, "alpha_c_p3m": -0.17704408342645162, "bench_spy_p3m": -0.08028273891281013, "bench_c_p3m": -0.04573532424070714, "ret_p6m": -0.42144224154083165, "ret_signed_p6m": -0.42144224154083165, "alpha_spy_p6m": -0.47723831017970664, "alpha_c_p6m": -0.34522230533286646, "bench_spy_p6m": 0.055796068638874985, "bench_c_p6m": -0.07621993620796519, "ret_p1y": -0.6697707838829227, "ret_signed_p1y": -0.6697707838829227, "alpha_spy_p1y": -0.8313373146215012, "alpha_c_p1y": -0.738058693988826, "bench_spy_p1y": 0.16156653073857852, "bench_c_p1y": 0.0682879101059033, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23567341200705993, "alpha_spy_stated": -0.20346585927437955, "alpha_c_stated": -0.24045084484319845, "price_path": [0.2729, 0.2753, 0.298, 0.2944, 0.336, 0.2892, 0.2987, 0.334, 0.32, 0.3106, 0.2944, 0.2875, 0.2818, 0.2617, 0.2414, 0.2202, 0.1643, 0.149, 0.1702, 0.1691, 0.1103, 0.2013, 0.1657, 0.1461, 0.1077, 0.0795, -0.0406, 0.4293, 0.5959, 0.5831, 0.5518, 0.4721, 0.489, 0.515, 0.4685, 0.4592, 0.4699, 0.4234, 0.3164, 0.3551, 0.357, 0.3551, 0.3405, 0.3173, 0.2918, 0.2536, 0.2784, 0.2713, 0.2875, 0.2772, 0.3804, 0.2135, 0.1165, 0.0759, 0.0829, 0.0489, -0.0303, -0.0277, -0.0232, -0.0406, 0.0647, 0.0532, 0.0396, 0.0, 0.015, 0.0695, 0.0382, 0.0045, -0.0136, 0.0661, -0.0287, -0.0599, -0.0974, -0.1378, -0.1218, -0.1125, -0.1316, -0.1144, -0.1086, -0.1125, -0.1402, -0.1982, -0.2194, -0.2216, -0.2357, -0.2147, -0.24, -0.2839, -0.2479, -0.2658, -0.2684, -0.2784, -0.3016, -0.2404, -0.2514, -0.2674, -0.2476, -0.2615, -0.2619, -0.2734, -0.2851, -0.2421, -0.2638, -0.2808, -0.2889, -0.3052, -0.3553, -0.3598, -0.3255, -0.3555, -0.3847, -0.4179, -0.4319, -0.3594, -0.3584, -0.3123, -0.3087, -0.3061, -0.3149, -0.2911, -0.3004, -0.2834, -0.245, -0.2342, -0.2586, -0.2304, -0.2228, -0.2073, -0.2347, -0.2149, -0.2887, -0.3902, -0.3863, -0.3703, -0.3897, -0.3777, -0.3952, -0.4599, -0.4444, -0.4202, -0.4229, -0.3935, -0.4085, -0.398, -0.3978, -0.4212, -0.4341, -0.426, -0.4317, -0.4028, -0.3928, -0.4, -0.4088, -0.3742, -0.3806, -0.3734, -0.3921, -0.3897, -0.4054, -0.4362, -0.453, -0.4575, -0.4365, -0.4537, -0.4425, -0.4451, -0.4384, -0.4472, -0.4484, -0.4456, -0.4255, -0.4162, -0.4279, -0.4162, -0.3914, -0.3885, -0.3995, -0.3749, -0.3849, -0.3553, -0.3374, -0.3696, -0.3773, -0.3701, -0.3682, -0.3799, -0.3801, -0.3899, -0.4229, -0.4214]}
{"unit_id": "orig:1884267220064145460", "ticker_idx": 1, "ts": "2025-01-28T15:48:07+00:00", "symbol": "VIR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$VIR ~$10 look like just silly risk/reward to me for 2025 … maybe the better platform going for ~$300M enterprise value", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish JANX and VIR for 2025; both seen as deeply undervalued vs. their immuno-oncology platforms and recent data.", "resolved_tickers": ["VIR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Also going on record here that $JANX ~$40 and $VIR ~$10 look like just silly risk/reward to me for 2025.  Relatively advanced, clearly active, widely applicable immune-oncology platforms...\n\n➡️$JANX 30% below very recent offering price.\n➡️$VIR with maybe the better platform going for ~$300M enterprise value?\n\nDurability could still disappoint and derail them, but these seem like really skeptical valuations for what we have already seen in PSMA, EGFR, and HER2 datasets...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02927293816336196, "ret_signed_m1d": -0.02927293816336196, "alpha_spy_m1d": -0.020753616394168284, "alpha_c_m1d": -0.03630272462763917, "bench_spy_m1d": -0.008519321769193677, "bench_c_m1d": 0.00702978646427721, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029272848109131333, "ret_signed_p1d": 0.029272848109131333, "alpha_spy_p1d": 0.03375571257459753, "alpha_c_p1d": 0.03514246016949696, "bench_spy_p1d": -0.0044828644654661964, "bench_c_p1d": -0.0058696120603656254, "ret_p1w": -0.08451373417071761, "ret_signed_p1w": -0.08451373417071761, "alpha_spy_p1w": -0.07998126890950263, "alpha_c_p1w": -0.08806267819706437, "bench_spy_p1w": -0.00453246526121498, "bench_c_p1w": 0.0035489440263467564, "ret_p1m": -0.2341832351442038, "ret_signed_p1m": -0.2341832351442038, "alpha_spy_p1m": -0.20197568241152342, "alpha_c_p1m": -0.23896066798034232, "bench_spy_p1m": -0.03220755273268039, "bench_c_p1m": 0.004777432836138518, "ret_p3m": -0.43531634250145435, "ret_signed_p3m": -0.43531634250145435, "alpha_spy_p3m": -0.3550336035886442, "alpha_c_p3m": -0.3895810182607472, "bench_spy_p3m": -0.08028273891281013, "bench_c_p3m": -0.04573532424070714, "ret_p6m": -0.505193607590491, "ret_signed_p6m": -0.505193607590491, "alpha_spy_p6m": -0.560989676229366, "alpha_c_p6m": -0.42897367138252585, "bench_spy_p6m": 0.055796068638874985, "bench_c_p6m": -0.07621993620796519, "ret_p1y": -0.26534465555157316, "ret_signed_p1y": -0.26534465555157316, "alpha_spy_p1y": -0.4269111862901517, "alpha_c_p1y": -0.33363256565747645, "bench_spy_p1y": 0.16156653073857852, "bench_c_p1y": 0.0682879101059033, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2341832351442038, "alpha_spy_stated": -0.20197568241152342, "alpha_c_stated": -0.23896066798034232, "price_path": [-0.3059, -0.2937, -0.2682, -0.2814, -0.2823, -0.2927, -0.1256, -0.1152, -0.0897, -0.0397, -0.0774, -0.0935, -0.068, -0.1265, -0.152, -0.1841, -0.2436, -0.3362, -0.3456, -0.3636, -0.3437, -0.3277, -0.2975, -0.2805, -0.2578, -0.2483, -0.2304, -0.1313, -0.2092, -0.2474, -0.2115, -0.1766, -0.2361, -0.2616, -0.2984, -0.2965, -0.2861, -0.3059, -0.3244, -0.3041, -0.3069, -0.3069, -0.3031, -0.3012, -0.2951, -0.3078, -0.3069, -0.3135, -0.2918, -0.2493, -0.255, 0.1785, 0.1426, -0.0066, -0.0345, -0.0085, -0.051, -0.0453, -0.0161, -0.0057, 0.0576, 0.0038, -0.0293, 0.0, 0.0293, -0.0264, -0.0179, -0.0576, -0.0845, -0.051, -0.034, -0.0708, -0.1143, -0.1435, -0.1398, -0.0954, -0.0888, -0.0855, -0.0699, -0.0746, -0.0963, -0.1058, -0.1407, -0.1313, -0.2342, -0.2077, -0.2521, -0.2257, -0.2238, -0.238, -0.2483, -0.3041, -0.3069, -0.3083, -0.339, -0.3248, -0.3385, -0.3456, -0.3437, -0.3513, -0.3456, -0.3201, -0.3437, -0.3777, -0.3702, -0.3673, -0.3881, -0.4164, -0.3881, -0.4372, -0.4731, -0.4788, -0.5099, -0.4599, -0.5014, -0.4778, -0.474, -0.4693, -0.4868, -0.4806, -0.4703, -0.4523, -0.4363, -0.406, -0.4221, -0.424, -0.4353, -0.4221, -0.4259, -0.4183, -0.4193, -0.4684, -0.4703, -0.4891, -0.5198, -0.4995, -0.5562, -0.5751, -0.5703, -0.5656, -0.5619, -0.5534, -0.5741, -0.5647, -0.5751, -0.56, -0.5505, -0.5099, -0.5335, -0.5212, -0.5061, -0.5014, -0.5137, -0.4854, -0.4873, -0.4882, -0.5042, -0.5071, -0.5071, -0.5052, -0.5184, -0.508, -0.5061, -0.5231, -0.5024, -0.5099, -0.4986, -0.5118, -0.5241, -0.5175, -0.4873, -0.4891, -0.5024, -0.4995, -0.44, -0.44, -0.4665, -0.4806, -0.4995, -0.4891, -0.4816, -0.4891, -0.4788, -0.4589, -0.4476, -0.4561, -0.4665, -0.4825, -0.5042, -0.5052]}
{"unit_id": "orig:1851294834495045720", "ticker_idx": 0, "ts": "2024-10-29T16:07:38+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CGEM valuation does not make sense to me. You've got multiple pharmas paying more $$$ than $CGEM's entire enterprise value in order to partner on CD19 TCEs that are behind $CGEM in the clinic.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "CGEM is undervalued — peers pay more to partner on inferior CD19 TCEs than CGEM's entire enterprise value.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "\"Yeah, we got a word for that kind of odd in Biotech.  It's called wrong.\" \n\nYou've got multiple pharmas paying more $$$ than $CGEM's entire enterprise value in order to partner on CD19 TCEs that are behind $CGEM in the clinic.  \n\n$CGEM valuation does not make sense to me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.045508301081067626, "ret_signed_m1d": -0.045508301081067626, "alpha_spy_m1d": -0.043892643269040854, "alpha_c_m1d": -0.04827113783972481, "bench_spy_m1d": -0.0016156578120267717, "bench_c_m1d": 0.0027628367586571834, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04137120329687238, "ret_signed_p1d": -0.04137120329687238, "alpha_spy_p1d": -0.038346100856779364, "alpha_c_p1d": -0.03948431844993283, "bench_spy_p1d": -0.0030251024400930193, "bench_c_p1d": -0.0018868848469395516, "ret_p1w": -0.05555558686873896, "ret_signed_p1w": -0.05555558686873896, "alpha_spy_p1w": -0.04684099201822267, "alpha_c_p1w": -0.0518493604547996, "bench_spy_p1w": -0.008714594850516288, "bench_c_p1w": -0.003706226413939362, "ret_p1m": -0.22635933253169083, "ret_signed_p1m": -0.22635933253169083, "alpha_spy_p1m": -0.255683682422144, "alpha_c_p1m": -0.21658835279741873, "bench_spy_p1m": 0.029324349890453183, "bench_c_p1m": -0.0097709797342721, "ret_p3m": -0.3758865028368429, "ret_signed_p3m": -0.3758865028368429, "alpha_spy_p3m": -0.4138319771159239, "alpha_c_p3m": -0.3700575177780496, "bench_spy_p3m": 0.037945474279081015, "bench_c_p3m": -0.005828985058793257, "ret_p6m": -0.480496458497751, "ret_signed_p6m": -0.480496458497751, "alpha_spy_p6m": -0.4609151997429253, "alpha_c_p6m": -0.42184155758901953, "bench_spy_p6m": -0.019581258754825748, "bench_c_p6m": -0.05865490090873149, "ret_p1y": -0.48817968035677795, "ret_signed_p1y": -0.48817968035677795, "alpha_spy_p1y": -0.6748208134200642, "alpha_c_p1y": -0.47757707398824867, "bench_spy_p1y": 0.18664113306328622, "bench_c_p1y": -0.010602606368529277, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22635933253169083, "alpha_spy_stated": -0.255683682422144, "alpha_c_stated": -0.21658835279741873, "price_path": [0.1436, 0.1087, 0.0496, 0.0372, 0.0177, -0.0225, -0.0319, -0.0089, -0.0366, -0.0372, -0.0402, -0.0006, -0.0124, 0.052, 0.0408, 0.065, 0.0556, 0.0656, 0.0792, 0.1147, 0.1052, 0.1147, 0.1584, 0.094, 0.104, 0.0597, 0.0626, 0.0786, 0.0532, 0.0626, 0.0414, 0.0609, 0.0006, 0.0189, 0.0183, 0.0603, 0.0727, -0.0171, 0.0431, -0.0343, 0.0225, 0.016, -0.0106, -0.0095, -0.0254, -0.0485, -0.0343, -0.052, -0.0479, -0.0869, -0.0621, -0.0414, -0.0408, -0.0402, 0.0408, 0.0266, -0.0089, -0.0426, -0.0573, -0.0774, -0.0626, -0.0567, -0.0455, 0.0, -0.0414, -0.081, -0.0674, -0.0591, -0.0556, -0.026, -0.0792, -0.0532, 0.0207, -0.0532, -0.0668, -0.0957, -0.1809, -0.2051, -0.2258, -0.2565, -0.2778, -0.2589, -0.2589, -0.2453, -0.2264, -0.2051, -0.2216, -0.2435, -0.234, -0.2648, -0.2281, -0.2494, -0.2583, -0.26, -0.279, -0.3056, -0.3026, -0.3209, -0.3635, -0.3528, -0.3144, -0.2985, -0.2748, -0.2376, -0.2896, -0.279, -0.2801, -0.2677, -0.2506, -0.3038, -0.3168, -0.3422, -0.3387, -0.3475, -0.4084, -0.3983, -0.4007, -0.3936, -0.3842, -0.3788, -0.3759, -0.3765, -0.3913, -0.3824, -0.3351, -0.3511, -0.3759, -0.4054, -0.3972, -0.3913, -0.3883, -0.3966, -0.4031, -0.4202, -0.4155, -0.4332, -0.4368, -0.4527, -0.4427, -0.4592, -0.4663, -0.4846, -0.4941, -0.5006, -0.4911, -0.4982, -0.5272, -0.5195, -0.5018, -0.497, -0.4852, -0.5183, -0.4876, -0.4634, -0.4728, -0.4805, -0.4663, -0.4722, -0.4888, -0.4846, -0.4965, -0.4953, -0.5095, -0.5219, -0.51, -0.526, -0.5526, -0.5567, -0.5378, -0.5573, -0.5621, -0.5715, -0.5674, -0.5396, -0.552, -0.5443, -0.5426, -0.539, -0.5502, -0.5337, -0.5213, -0.5053, -0.5047, -0.5189, -0.5189, -0.5417, -0.5331, -0.5106, -0.4965, -0.4805]}
{"unit_id": "quote:1850201438539874565", "ticker_idx": 0, "ts": "2024-10-26T15:42:52+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lilly is literally YEARS ahead of Viking on their own quadruple targeting program. Lilly's quad combo (Tirzepatide + Eloralintide -AKA LY3841136-) has already started a phase 2 combination study last month!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Debunks VKTX 'quad combo' narrative as pump/misinformation; LLY is years ahead with its own quad program already in Phase 2.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$VKTX $LLY $NVO $AMGN $PFE\n\nMore misleading narratives out here pumping $VKTX!  This time it is a shockingly stupid narrative about the supposed \"quad combo\" advantage on Fox News.\n\n@semodough knows this is no offense to him but Fox (and anyone else pumping the quad combo narrative) is completely wrong about $VKTX having some \"Quad Target\" advantage.  This newest pump job is saying that Viking is trading up because they can do a quadruple target regimen versus Lilly's double (Tirzepatide) or triple (Retatrutide) regimens. \n\nFirst off this is a pretty stupid way to frame the conversation to begin with (\"Oh yeah, you can do 3 targets?!  Well then we will do FOUR!\").  At this stage there's really no evidence to say that just tacking on extra targets makes anything better.  Alas, this stupid conversation is already rolling, so if we are going to have it we might as well get it right.\n\nLilly is literally YEARS ahead of Viking on their own quadruple targeting program.  Viking hasn't even named their Amylin/Calcitonin drug yet, and they aren't even filing an IND for it until next year.  The words \"Amylin\" and \"Calcitonin\" literally don't even show up a single time in Viking's newest corporate presentation from this month.  It will be years before Viking's Amylin/Aalcitonin drug is in combination studies for the \"quad combo\".\n\nHowever, Lilly's quad combo (Tirzepatide + Eloralintide -AKA LY3841136-) has already started a phase 2 combination study last month!  (Here is the study if you are interested https://t.co/ipSmWOwZt6)\n\nSo again, people are being completely mislead about $VKTX and their position in the obesity landscape.  Not only does Lilly have their own \"quad\" program, but they are far, far ahead of Viking with it. \n\nBe careful who you listen to on this stock!  Again, I'm not blaming @semodough here which I think he knows.  There's lots of garbage information coming from so called \"analysts\" out there to falsely inflate this stock's price, so you've really got to be careful trusting some of these narratives.", "reply_text": null, "parent_text": null, "quoted_text": "That is correct @FoxNews $LLY does not have Quad #Obesity like $VKTX IND filing for new dual amylin&amp;calcitonin receptor agonist program in 2025, compound could rapidly advance to a combination with VK2735 to generate a “quad” (GLP-1, GIP, amylin, and calcitonin) regimen.", "parent_author": null, "ret_m1d": -0.0032269361496136684, "ret_signed_m1d": -0.0032269361496136684, "alpha_spy_m1d": -0.00014503344306648902, "alpha_c_m1d": -0.00014503344306648902, "bench_spy_m1d": -0.0030819027065471793, "bench_c_m1d": -0.0030819027065471793, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008921464407818158, "ret_signed_p1d": 0.008921464407818158, "alpha_spy_p1d": 0.007303192021368199, "alpha_c_p1d": 0.007303192021368199, "bench_spy_p1d": 0.0016182723864499593, "bench_c_p1d": 0.0016182723864499593, "ret_p1w": -0.09987823858956879, "ret_signed_p1w": -0.09987823858956879, "alpha_spy_p1w": -0.0809053085653183, "alpha_c_p1w": -0.0809053085653183, "bench_spy_p1w": -0.01897293002425049, "bench_c_p1w": -0.01897293002425049, "ret_p1m": -0.11719954966564783, "ret_signed_p1m": -0.11719954966564783, "alpha_spy_p1m": -0.1513231125373532, "alpha_c_p1m": -0.1513231125373532, "bench_spy_p1m": 0.03412356287170537, "bench_c_p1m": 0.03412356287170537, "ret_p3m": -0.07927354430593758, "ret_signed_p3m": -0.07927354430593758, "alpha_spy_p3m": -0.12446120009414607, "alpha_c_p3m": -0.12446120009414607, "bench_spy_p3m": 0.04518765578820849, "bench_c_p3m": 0.04518765578820849, "ret_p6m": -0.11032280747516376, "ret_signed_p6m": -0.11032280747516376, "alpha_spy_p6m": -0.07796443767708106, "alpha_c_p6m": -0.07796443767708106, "bench_spy_p6m": -0.03235836979808271, "bench_c_p6m": -0.03235836979808271, "ret_p1y": -0.04983502346727775, "ret_signed_p1y": -0.04983502346727775, "alpha_spy_p1y": -0.2345105737951736, "alpha_c_p1y": -0.2345105737951736, "bench_spy_p1y": 0.18467555032789584, "bench_c_p1y": 0.18467555032789584, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11719954966564783, "alpha_spy_stated": -0.1513231125373532, "alpha_c_stated": -0.1513231125373532, "price_path": [-0.1189, -0.1032, -0.0718, -0.103, -0.1356, -0.1156, -0.139, -0.0575, -0.0058, -0.0139, 0.0125, 0.0388, 0.0402, 0.0296, 0.0293, 0.0607, 0.063, 0.0654, 0.0638, 0.0613, 0.0658, 0.0596, 0.0498, 0.0719, 0.068, 0.0566, 0.0192, 0.008, 0.0142, 0.0063, 0.0282, 0.044, 0.0314, 0.0312, 0.0118, 0.0105, 0.0217, 0.0289, 0.0256, 0.0322, 0.0323, 0.0153, -0.0199, -0.0108, -0.0124, -0.005, -0.0112, -0.0094, 0.0031, 0.0202, 0.027, 0.0169, 0.0407, 0.0379, 0.0198, 0.0233, 0.024, 0.025, 0.0118, 0.0151, 0.0086, -0.0048, -0.0032, 0.0, 0.0089, -0.0544, -0.0735, -0.0856, -0.0999, -0.1, -0.1331, -0.1096, -0.0715, -0.0705, -0.0857, -0.0935, -0.1221, -0.1654, -0.1867, -0.1838, -0.1574, -0.1613, -0.1634, -0.1556, -0.1172, -0.1185, -0.1105, -0.1055, -0.0903, -0.0719, -0.0766, -0.0754, -0.1013, -0.1057, -0.1097, -0.125, -0.1174, -0.1287, -0.1292, -0.1447, -0.1527, -0.1413, -0.1094, -0.1101, -0.1118, -0.1241, -0.1345, -0.1366, -0.1298, -0.1254, -0.1443, -0.1351, -0.1195, -0.1054, -0.1081, -0.1669, -0.1648, -0.1527, -0.1883, -0.1697, -0.1567, -0.1426, -0.1216, -0.0961, -0.0997, -0.1007, -0.0793, -0.0929, -0.0936, -0.0761, -0.0581, -0.0266, -0.0177, -0.0282, -0.0326, -0.0236, -0.0249, -0.0541, -0.0396, -0.0286, -0.0218, -0.0212, -0.0125, 0.0103, 0.0251, 0.0141, 0.0314, 0.0416, 0.0207, 0.0416, 0.0226, -0.0258, -0.0704, -0.0768, -0.0792, -0.1019, -0.0886, -0.076, -0.0785, -0.0622, -0.056, -0.0616, -0.031, -0.0451, -0.0737, -0.0794, -0.0785, -0.0747, -0.0979, -0.0833, -0.1159, -0.1729, -0.1892, -0.1864, -0.1556, -0.1923, -0.1794, -0.1549, -0.1517, -0.1766, -0.0589, -0.0835, -0.0729, -0.0708, -0.0368, -0.009, -0.0171, -0.0083, 0.0071, -0.1103]}
{"unit_id": "thread:1542636886472155137", "ticker_idx": 0, "ts": "2022-06-30T22:31:09+00:00", "symbol": "CLDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Could be looking at a drug with no anaphylaxis label, less frequent dosing, consistent effect across all types of urticaria, and markedly better efficacy. That would be a big time drug.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CLDX: early CSU data suggests most efficacious drug ever for the indication, 50% UAS7-0 vs Xolair 34%, favorable safety profile, and broad mechanistic rationale.", "resolved_tickers": ["CLDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$CLDX Early small n data, but looks like this has a shot at being the most efficacious drug ever developed for CSU. \n\nAnd unlike Xolair, there’s mechanistic rationale for use in all CSU patients (not to mention a large CIU population where Xolair barely works).\n\n---\n\nThey aren’t done dose escalating yet, but highest 2 dose levels combined produced UAS7-0 of 50%. Very favorable comp to Xolair P2 score of 34%.\n\nEven more impressive when you consider that the $CLDX population contains many Xolair refractory patients.\n\n---\n\n$CLDX multiple dose safety question does not seem to be an issue. “Neutropenia” signal does not look additive with repeat dosing, and ANC looks consistent with what was seen in the single dose CIU cohorts.\n\n---\n\nCould be looking at a drug with no anaphylaxis label, less frequent dosing, consistent effect across all types of urticaria (not having to worry about urticaria-type diagnostic uncertainty is big), and markedly better efficacy.  \n\nThat would be a big time drug.\n\n$CLDX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.18766511798925456, "ret_signed_m1d": 0.18766511798925456, "alpha_spy_m1d": 0.1981308760596111, "alpha_c_m1d": 0.19876926121389327, "bench_spy_m1d": -0.010465758070356546, "bench_c_m1d": -0.011104143224638707, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09030833339915234, "ret_signed_p1d": 0.09030833339915234, "alpha_spy_p1d": 0.08841977809160606, "alpha_c_p1d": 0.09609190172078841, "bench_spy_p1d": 0.0018885553075462802, "bench_c_p1d": -0.005783568321636068, "ret_p1w": 0.12775328286617849, "ret_signed_p1w": 0.12775328286617849, "alpha_spy_p1w": 0.11991042444938982, "alpha_c_p1w": 0.12212394136399807, "bench_spy_p1w": 0.007842858416788667, "bench_c_p1w": 0.005629341502180418, "ret_p1m": 0.3303964646664097, "ret_signed_p1m": 0.3303964646664097, "alpha_spy_p1m": 0.2600471883367532, "alpha_c_p1m": 0.3206031242230365, "bench_spy_p1m": 0.07034927632965648, "bench_c_p1m": 0.00979334044337321, "ret_p3m": 0.23832597645743703, "ret_signed_p3m": 0.23832597645743703, "alpha_spy_p3m": 0.2975875482921224, "alpha_c_p3m": 0.3006891306687962, "bench_spy_p3m": -0.05926157183468539, "bench_c_p3m": -0.062363154211359184, "ret_p6m": 0.963436043913718, "ret_signed_p6m": 0.963436043913718, "alpha_spy_p6m": 0.9515687318977637, "alpha_c_p6m": 0.9073491200759163, "bench_spy_p6m": 0.011867312015954257, "bench_c_p6m": 0.05608692383780167, "ret_p1y": 0.5493390743124849, "ret_signed_p1y": 0.5493390743124849, "alpha_spy_p1y": 0.36801977774275785, "alpha_c_p1y": 0.5183085005355133, "bench_spy_p1y": 0.181319296569727, "bench_c_p1y": 0.031030573776971604, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3303964646664097, "alpha_spy_stated": 0.2600471883367532, "alpha_c_stated": 0.3206031242230365, "price_path": [0.5004, 0.5018, 0.6167, 0.5877, 0.5621, 0.6247, 0.6445, 0.5057, 0.4758, 0.5652, 0.5789, 0.4608, 0.5097, 0.5256, 0.4907, 0.4639, 0.5084, 0.4128, 0.3899, 0.3753, 0.3458, 0.3683, 0.3634, 0.4154, 0.3366, 0.27, 0.2233, 0.2661, 0.2079, 0.2344, 0.3211, 0.2921, 0.3718, 0.2894, 0.274, 0.2846, 0.3048, 0.1894, 0.1388, 0.1718, 0.2123, 0.0361, 0.0026, 0.0097, 0.0837, 0.0419, 0.0833, 0.0564, -0.0379, -0.0454, -0.0969, -0.0515, -0.0181, -0.0097, 0.0247, 0.0608, 0.0912, 0.1515, 0.293, 0.2837, 0.2639, 0.226, 0.1877, 0.0, 0.0903, 0.0568, 0.1427, 0.1775, 0.1278, 0.1515, 0.1863, 0.1767, 0.2925, 0.2855, 0.3841, 0.393, 0.359, 0.2921, 0.2819, 0.3093, 0.3639, 0.3762, 0.3533, 0.3022, 0.3304, 0.3674, 0.5154, 0.6163, 0.6507, 0.5542, 0.6441, 0.5211, 0.6445, 0.6551, 0.6441, 0.6181, 0.5066, 0.4537, 0.4485, 0.4599, 0.4833, 0.426, 0.3872, 0.4084, 0.3441, 0.3392, 0.3507, 0.3233, 0.2599, 0.3295, 0.367, 0.3912, 0.3912, 0.3335, 0.3427, 0.3352, 0.2885, 0.2991, 0.3242, 0.2784, 0.2678, 0.2326, 0.2189, 0.2251, 0.2683, 0.2489, 0.2383, 0.2238, 0.2573, 0.2599, 0.2767, 0.2366, 0.2326, 0.2912, 0.3441, 0.4119, 0.385, 0.4348, 0.4123, 0.3749, 0.363, 0.3991, 0.4079, 0.5062, 0.504, 0.5251, 0.5626, 0.5476, 0.5573, 0.5233, 0.4811, 0.4753, 0.5352, 0.522, 0.4357, 0.6652, 0.6608, 0.6079, 0.6163, 0.5172, 0.5101, 0.5278, 0.4846, 0.5225, 0.515, 0.4819, 0.459, 0.5093, 0.6339, 0.615, 0.6449, 0.615, 0.6009, 0.6344, 0.7097, 0.6366, 0.7079, 0.7344, 0.7731, 0.9511, 0.9172, 0.8317, 0.8449, 0.9568, 0.9991, 0.9432, 0.9176, 0.9026, 0.9841, 0.9634]}
{"unit_id": "reply:1866874379004469425", "ticker_idx": 0, "ts": "2024-12-11T15:55:11+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CGEM's valuation doesn't really make sense as a US leader in this space", "tweet_type": "prediction", "timeline": "unspecified", "summary": "CGEM is undervalued relative to comps/bidder interest; implied upside from M&A or rerating as US leader.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jeromeleonard5 @BiotechObserver Yeah I mean that's what I'm saying too.  The value comps backed by multiple bidders say CGEM's valuation doesn't really make sense as a US leader in this space!", "reply_text": null, "parent_text": "@BiotechObserver @A_May_MD He means for ex-china rights. $cgem isn't going to settle for less than 600-700m above cash either. Counting outstanding options, you likely get there even faster.", "quoted_text": null, "parent_author": "jeromeleonard5", "ret_m1d": 0.0023961447183964424, "ret_signed_m1d": 0.0023961447183964424, "alpha_spy_m1d": 0.010067374898163561, "alpha_c_m1d": -0.011393091640399922, "bench_spy_m1d": -0.007671230179767119, "bench_c_m1d": 0.013789236358796364, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02555915629380845, "ret_signed_p1d": -0.02555915629380845, "alpha_spy_p1d": -0.020406516122000506, "alpha_c_p1d": -0.01760924784595508, "bench_spy_p1d": -0.005152640171807943, "bench_c_p1d": -0.007949908447853371, "ret_p1w": -0.13977635271689004, "ret_signed_p1w": -0.13977635271689004, "alpha_spy_p1w": -0.10490984660068048, "alpha_c_p1w": -0.10586624857288007, "bench_spy_p1w": -0.03486650611620956, "bench_c_p1w": -0.03391010414400997, "ret_p1m": -0.2004792441780927, "ret_signed_p1m": -0.2004792441780927, "alpha_spy_p1m": -0.16210555892165734, "alpha_c_p1m": -0.18988303905809212, "bench_spy_p1m": -0.038373685256435364, "bench_c_p1m": -0.01059620512000059, "ret_p3m": -0.27875404130902615, "ret_signed_p3m": -0.27875404130902615, "alpha_spy_p3m": -0.21553817039799217, "alpha_c_p3m": -0.3160027301707804, "bench_spy_p3m": -0.06321587091103398, "bench_c_p3m": 0.03724868886175425, "ret_p6m": -0.30191697671237094, "ret_signed_p6m": -0.30191697671237094, "alpha_spy_p6m": -0.30038195137163526, "alpha_c_p6m": -0.2647133532350906, "bench_spy_p6m": -0.001535025340735685, "bench_c_p6m": -0.037203623477280345, "ret_p1y": -0.1357828035769184, "ret_signed_p1y": -0.1357828035769184, "alpha_spy_p1y": -0.27002379455728587, "alpha_c_p1y": -0.2536119257759506, "bench_spy_p1y": 0.13424099098036746, "bench_c_p1y": 0.11782912219903219, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2004792441780927, "alpha_spy_stated": -0.16210555892165734, "alpha_c_stated": -0.18988303905809212, "price_path": [0.4073, 0.4337, 0.3522, 0.377, 0.3762, 0.4329, 0.4497, 0.3283, 0.4097, 0.3051, 0.3818, 0.373, 0.3371, 0.3387, 0.3171, 0.2859, 0.3051, 0.2812, 0.2867, 0.234, 0.2676, 0.2955, 0.2963, 0.2971, 0.4065, 0.3874, 0.3395, 0.2939, 0.274, 0.2468, 0.2668, 0.2748, 0.2899, 0.3514, 0.2955, 0.242, 0.2604, 0.2716, 0.2764, 0.3163, 0.2444, 0.2796, 0.3794, 0.2796, 0.2612, 0.222, 0.107, 0.0743, 0.0463, 0.0048, -0.024, 0.0016, 0.0016, 0.02, 0.0455, 0.0743, 0.0519, 0.0224, 0.0351, -0.0064, 0.0431, 0.0144, 0.0024, 0.0, -0.0256, -0.0615, -0.0575, -0.0823, -0.1398, -0.1254, -0.0735, -0.0519, -0.02, 0.0304, -0.0399, -0.0256, -0.0272, -0.0104, 0.0128, -0.0591, -0.0767, -0.111, -0.1062, -0.1182, -0.2005, -0.1869, -0.1901, -0.1805, -0.1677, -0.1605, -0.1565, -0.1573, -0.1773, -0.1653, -0.1014, -0.123, -0.1565, -0.1965, -0.1853, -0.1773, -0.1733, -0.1845, -0.1933, -0.2165, -0.2101, -0.234, -0.2388, -0.2604, -0.2468, -0.2692, -0.2788, -0.3035, -0.3163, -0.3251, -0.3123, -0.3219, -0.361, -0.3506, -0.3267, -0.3203, -0.3043, -0.349, -0.3075, -0.2748, -0.2875, -0.2979, -0.2788, -0.2867, -0.3091, -0.3035, -0.3195, -0.3179, -0.3371, -0.3538, -0.3379, -0.3594, -0.3954, -0.401, -0.3754, -0.4018, -0.4081, -0.4209, -0.4153, -0.3778, -0.3946, -0.3842, -0.3818, -0.377, -0.3922, -0.3698, -0.353, -0.3315, -0.3307, -0.3498, -0.3498, -0.3806, -0.369, -0.3387, -0.3195, -0.2979, -0.3395, -0.373, -0.385, -0.3794, -0.3978, -0.3682, -0.3914, -0.4305, -0.4217, -0.401, -0.3842, -0.369, -0.3714, -0.3698, -0.3762, -0.3754, -0.3738, -0.3067, -0.3095, -0.3011, -0.2843, -0.2756, -0.3019, -0.2748, -0.3003, -0.2788, -0.2827, -0.2851, -0.3123, -0.3019]}
{"unit_id": "orig:1853275326022930839", "ticker_idx": 0, "ts": "2024-11-04T03:17:24+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I predict $VKTX triple digits tomorrow", "tweet_type": "prediction", "timeline": "intraday", "summary": "Predicts VKTX reaches triple-digit price tomorrow.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "I predict $VKTX triple digits tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1542603414305126, "ret_signed_m1d": 0.1542603414305126, "alpha_spy_m1d": 0.15210158069123003, "alpha_c_m1d": 0.14765135352708936, "bench_spy_m1d": 0.0021587607392825614, "bench_c_m1d": 0.006608987903423236, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02359831926152678, "ret_signed_p1d": 0.02359831926152678, "alpha_spy_p1d": 0.011506395057772068, "alpha_c_p1d": 0.016239811199329823, "bench_spy_p1d": 0.012091924203754711, "bench_c_p1d": 0.007358508062196956, "ret_p1w": -0.0026924005478083934, "ret_signed_p1w": -0.0026924005478083934, "alpha_spy_p1w": -0.05349881487005126, "alpha_c_p1w": -0.019930403823544385, "bench_spy_p1w": 0.050806414322242865, "bench_c_p1w": 0.01723800327573599, "ret_p1m": -0.1884700320908239, "ret_signed_p1m": -0.1884700320908239, "alpha_spy_p1m": -0.2548957603036339, "alpha_c_p1m": -0.1882657921158961, "bench_spy_p1m": 0.06642572821281001, "bench_c_p1m": -0.0002042399749278001, "ret_p3m": -0.5017421699622252, "ret_signed_p3m": -0.5017421699622252, "alpha_spy_p3m": -0.5693974779195891, "alpha_c_p3m": -0.5086653075449522, "bench_spy_p3m": 0.06765530795736385, "bench_c_p3m": 0.006923137582727001, "ret_p6m": -0.5589166827575924, "ret_signed_p6m": -0.5589166827575924, "alpha_spy_p6m": -0.5569114008555568, "alpha_c_p6m": -0.4805538379572445, "bench_spy_p6m": -0.0020052819020356383, "bench_c_p6m": -0.07836284480034794, "ret_p1y": -0.4097244089635841, "ret_signed_p1y": -0.4097244089635841, "alpha_spy_p1y": -0.6004008756839829, "alpha_c_p1y": -0.4218301625872163, "bench_spy_p1y": 0.19067646672039884, "bench_c_p1y": 0.012105753623632198, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.02359831926152678, "alpha_spy_stated": 0.011506395057772068, "alpha_c_stated": 0.016239811199329823, "price_path": [-0.1554, -0.1945, -0.1167, -0.0947, -0.0752, -0.1099, -0.0782, -0.0972, -0.1018, 0.0553, 0.0475, 0.0257, 0.0192, 0.0236, 0.0377, -0.0274, -0.0314, -0.0078, 0.0155, -0.0752, -0.0798, -0.1227, -0.1427, -0.1324, -0.1345, -0.0366, -0.0052, 0.0569, 0.0627, -0.0032, 0.0207, 0.0795, 0.1161, 0.0296, -0.0192, -0.0002, -0.013, -0.0239, 0.0027, -0.0181, 0.0245, 0.0154, 0.0288, -0.0021, 0.0561, -0.0079, -0.0109, 0.0428, 0.0421, 0.0355, 0.0429, 0.0234, 0.0421, 0.019, -0.0176, -0.0436, 0.1596, 0.2358, 0.1802, 0.1617, 0.1364, 0.1489, 0.1543, 0.0, 0.0236, 0.0432, 0.0904, 0.0846, -0.0027, -0.0402, -0.128, -0.1516, -0.2148, -0.2222, -0.1842, -0.1839, -0.1823, -0.1671, -0.1766, -0.1539, -0.1367, -0.1615, -0.1842, -0.204, -0.1885, -0.21, -0.1954, -0.2026, -0.2422, -0.2206, -0.2418, -0.2551, -0.252, -0.2604, -0.3937, -0.3429, -0.3309, -0.3297, -0.3293, -0.324, -0.3481, -0.3701, -0.3627, -0.3487, -0.3207, -0.3264, -0.3402, -0.357, -0.3774, -0.3842, -0.4626, -0.4479, -0.4843, -0.4829, -0.4794, -0.4607, -0.4466, -0.4536, -0.4701, -0.4564, -0.4705, -0.4664, -0.4813, -0.5008, -0.4873, -0.4694, -0.5017, -0.4843, -0.5222, -0.5255, -0.5356, -0.5328, -0.5173, -0.5366, -0.4886, -0.499, -0.4604, -0.5375, -0.5515, -0.5594, -0.5459, -0.5428, -0.593, -0.5551, -0.5575, -0.5458, -0.5391, -0.5572, -0.58, -0.532, -0.5291, -0.5108, -0.5276, -0.5334, -0.5238, -0.551, -0.5415, -0.5363, -0.5569, -0.5828, -0.5862, -0.5938, -0.6175, -0.6213, -0.5933, -0.6164, -0.6417, -0.663, -0.6836, -0.6341, -0.6592, -0.6481, -0.6109, -0.634, -0.6262, -0.6208, -0.6243, -0.5965, -0.5915, -0.5936, -0.6042, -0.5892, -0.5575, -0.5428, -0.5468, -0.535, -0.5329, -0.5722, -0.5635, -0.5589]}
{"unit_id": "quote:1879547608009449680", "ticker_idx": 0, "ts": "2025-01-15T15:14:04+00:00", "symbol": "RGNX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RGNX has real tech and prospects... trading at almost HALF of cash... deeply negative EV considering the new cash infusions... the company at $7 /share would be trading at almost HALF of cash", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RGNX: deeply negative EV (~-$200M) on $538M+ cash, Zolgensma royalties ~$80M/yr, and $562.5M in potential ABBV milestones make current $7 price irrational.", "resolved_tickers": ["RGNX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "@avidresearch highlighted a great example of biotech market apathy (especially for gene therapy) yesterday.  $RGNX is a company with legitimate AAV technology, validated by existing on-market product ($NVS Zolgensma), high quality pharma partnerships ($ABBV collab), and a real (even if low POS) shot on goal in DMD.\n\nOn both Monday and Tuesday they announced updates that each confirm more cash coming in...yet they are trading down significantly on the week, literally hitting 52 week lows, now with a deeply negative EV considering the new cash infusions...\n\n$278M Cash EO3Q24\n$110M from new Partnership announced y'day\n$150M from expected sale of PRV\n--> $538M cash, a -$200M EV on their ~$340M cap.\n\nThis also doesn't take into account that on Monday they announced that they have official plans to start multiple P3s in their $ABBV collaboration.  First patient dosed in those trials will trigger a large payment as part of the overall $562.5M in development milestones that are included in that agreement (per @avidresearch the, $4/share cash from this P3 initiation milestone would be about ~$160M).  If this were included in current cash reservoirs as above, the company at $7 /share would be trading at almost HALF of cash...\n\nThis also doesn't take into account the fact that the company gets about $80M per year (ish) of Zolgensma royalties.\n\nYes, the company burns plenty of cash, so this has to be considered, but that degree negative EV is like the discount on some of these empty shell companies, while $RGNX has real tech and prospects.\n\nThis is a great example of how incredibly cynical the current biotech market is right now.  I'm interested to hear from people what other companies are looking similarly abandoned?", "reply_text": null, "parent_text": null, "quoted_text": "$RGNX $278M cash per last quarterly, plus $110M today plus PRV ~ $120M puts it at $10/share cash. \n\nWill receive $4/share in cash from $ABBV (collaboration update provided yesterday) and more future milestones from $ABBV and Nippon.\n\nTrading at $7 🤯", "parent_author": null, "ret_m1d": -0.052419336490072244, "ret_signed_m1d": -0.052419336490072244, "alpha_spy_m1d": -0.03455448123744764, "alpha_c_m1d": -0.048364254994147426, "bench_spy_m1d": -0.0178648552526246, "bench_c_m1d": -0.004055081495924817, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03897848919659408, "ret_signed_p1d": -0.03897848919659408, "alpha_spy_p1d": -0.03705538730015567, "alpha_c_p1d": -0.04296225378647467, "bench_spy_p1d": -0.0019231018964384061, "bench_c_p1d": 0.00398376458988059, "ret_p1w": 0.06854835324224595, "ret_signed_p1w": 0.06854835324224595, "alpha_spy_p1w": 0.03992049477115134, "alpha_c_p1w": 0.043578452193066664, "bench_spy_p1w": 0.028627858471094614, "bench_c_p1w": 0.02496990104917929, "ret_p1m": -0.018817186210869363, "ret_signed_p1m": -0.018817186210869363, "alpha_spy_p1m": -0.047360739447164124, "alpha_c_p1m": -0.04890903861482021, "bench_spy_p1m": 0.02854355323629476, "bench_c_p1m": 0.030091852403950847, "ret_p3m": -0.17204303762956563, "ret_signed_p3m": -0.17204303762956563, "alpha_spy_p3m": -0.06148138254081792, "alpha_c_p3m": -0.14534666852520284, "bench_spy_p3m": -0.11056165508874771, "bench_c_p3m": -0.026696369104362794, "ret_p6m": 0.09677416460405763, "ret_signed_p6m": 0.09677416460405763, "alpha_spy_p6m": 0.03174361992731001, "alpha_c_p6m": 0.15075518410307576, "bench_spy_p6m": 0.06503054467674763, "bench_c_p6m": -0.053981019499018124, "ret_p1y": 0.8306451318291299, "ret_signed_p1y": 0.8306451318291299, "alpha_spy_p1y": 0.6501358946982978, "alpha_c_p1y": 0.7032401965439539, "bench_spy_p1y": 0.1805092371308321, "bench_c_p1y": 0.12740493528517605, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.018817186210869363, "alpha_spy_stated": -0.047360739447164124, "alpha_c_stated": -0.04890903861482021, "price_path": [0.371, 0.3844, 0.4449, 0.4247, 0.4919, 0.3938, 0.289, 0.3091, 0.2876, 0.2567, 0.2608, 0.2177, 0.1882, 0.1546, 0.1815, 0.1774, 0.1989, 0.2675, 0.504, 0.5, 0.5538, 0.4099, 0.4341, 0.4973, 0.2944, 0.3642, 0.2849, 0.2944, 0.2339, 0.289, 0.2876, 0.2836, 0.3454, 0.3333, 0.3441, 0.25, 0.2312, 0.1747, 0.2876, 0.3669, 0.3118, 0.25, 0.172, 0.1129, 0.1478, 0.1384, 0.0444, -0.004, 0.0242, -0.0081, -0.0054, 0.0578, -0.004, -0.0282, 0.039, 0.0565, 0.0444, 0.1008, 0.1237, 0.1142, 0.0094, -0.0659, -0.0524, 0.0, -0.039, -0.0094, 0.0175, 0.0551, 0.0685, 0.0591, 0.0309, 0.0215, 0.0108, 0.0618, 0.0847, 0.0511, 0.1331, 0.1331, 0.1331, 0.1035, 0.0605, -0.0148, -0.0323, -0.0161, -0.0188, 0.0188, 0.0027, -0.0108, -0.0228, -0.0685, -0.0968, -0.1035, -0.1129, -0.1169, -0.2043, -0.2043, -0.1599, -0.1331, -0.1478, -0.1922, -0.1788, -0.1035, -0.1196, -0.0968, -0.0591, 0.0484, 0.1425, 0.1237, 0.1075, 0.1694, 0.1035, 0.1022, 0.0632, 0.0524, -0.039, -0.0914, -0.0524, -0.1035, -0.1546, -0.203, -0.2863, -0.2056, -0.2728, -0.2083, -0.1492, -0.1196, -0.172, -0.2016, -0.1035, 0.0511, 0.1922, 0.2366, 0.2298, 0.2272, 0.2648, 0.2917, 0.3212, 0.3978, 0.3118, 0.0645, -0.0269, -0.039, 0.0108, 0.0712, 0.0995, 0.1196, 0.1613, 0.1949, 0.3159, 0.3441, 0.2957, 0.3253, 0.3051, 0.2191, 0.1478, 0.2056, 0.1895, 0.3911, 0.3616, 0.3548, 0.1237, 0.2917, 0.2809, 0.3185, 0.371, 0.371, 0.246, 0.2312, 0.164, 0.1519, 0.1331, 0.0565, 0.1505, 0.1478, 0.1761, 0.1277, 0.1035, 0.1062, 0.1586, 0.1747, 0.1331, 0.1747, 0.2325, 0.2177, 0.1667, 0.1694, 0.1075, 0.1425, 0.168, 0.0968]}
{"unit_id": "thread:1836129547873317230", "ticker_idx": 0, "ts": "2024-09-17T19:46:12+00:00", "symbol": "TIL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TIL offering coming 🔮", "tweet_type": "prediction", "timeline": "days", "summary": "Predicts a share offering from TIL, implying dilution/downside pressure.", "resolved_tickers": ["TIL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I was wrong the first time, but here’s round two.  Odd price action toward close.  $TIL offering coming 🔮\n\n---\n\nhttps://t.co/6nx54e41yF", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007408602410106768, "ret_signed_m1d": 0.007408602410106768, "alpha_spy_m1d": 0.007000257708590141, "alpha_c_m1d": 0.017818742010326405, "bench_spy_m1d": -0.0004083447015166275, "bench_c_m1d": 0.010410139600219637, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020219131657394307, "ret_signed_p1d": -0.020219131657394307, "alpha_spy_p1d": -0.023184846015393168, "alpha_c_p1d": -0.021889925980693836, "bench_spy_p1d": -0.002965714357998861, "bench_c_p1d": -0.0016707943232995293, "ret_p1w": 0.053866303664970694, "ret_signed_p1w": -0.053866303664970694, "alpha_spy_p1w": -0.036137929678037306, "alpha_c_p1w": -0.06000490706476436, "bench_spy_p1w": 0.017728373986933388, "bench_c_p1w": -0.006138603399793663, "ret_p1m": -0.36718630312329437, "ret_signed_p1m": 0.36718630312329437, "alpha_spy_p1m": 0.40451045136396113, "alpha_c_p1m": 0.35582348750959014, "bench_spy_p1m": 0.037324148240666766, "bench_c_p1m": -0.011362815613704225, "ret_p3m": -0.6527241907383933, "ret_signed_p3m": 0.6527241907383933, "alpha_spy_p3m": 0.7336754208435176, "alpha_c_p3m": 0.5512564676259842, "bench_spy_p3m": 0.08095123010512428, "bench_c_p3m": -0.10146772311240904, "ret_p6m": -0.6957864052175213, "ret_signed_p6m": 0.6957864052175213, "alpha_spy_p6m": 0.7065553870876824, "alpha_c_p6m": 0.6482757422869421, "bench_spy_p6m": 0.010768981870161065, "bench_c_p6m": -0.04751066293057926, "ret_p1y": -0.692390800686045, "ret_signed_p1y": 0.692390800686045, "alpha_spy_p1y": 0.8890972121639044, "alpha_c_p1y": 0.589607857374763, "bench_spy_p1y": 0.1967064114778594, "bench_c_p1y": -0.10278294331128202, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.053866303664970694, "alpha_spy_stated": -0.036137929678037306, "alpha_c_stated": -0.06000490706476436, "price_path": [-0.8458, -0.8478, -0.847, -0.8406, -0.8464, -0.848, -0.8503, -0.847, -0.8412, -0.841, -0.845, -0.8423, -0.8474, -0.8432, -0.8455, -0.8455, -0.8503, -0.8037, -0.7915, -0.7958, -0.7994, -0.8052, -0.8048, -0.8024, -0.8052, -0.8026, -0.8044, -0.8066, -0.8122, -0.8094, -0.812, -0.8078, -0.8173, -0.8253, -0.824, -0.8319, -0.8193, -0.8333, -0.8367, -0.8403, -0.8386, -0.8423, -0.8447, -0.8304, -0.8207, -0.8148, -0.8071, -0.7909, -0.7958, -0.8014, -0.8048, -0.8064, -0.7847, -0.785, -0.7725, -0.7816, -0.7801, -0.6606, -0.6206, -0.5424, -0.2829, 0.3045, -0.0074, 0.0, 0.0202, -0.0932, 0.0225, 0.0418, 0.0539, 0.0664, 0.0551, 0.0128, 0.039, -0.0546, -0.1048, -0.1928, -0.2517, -0.3834, -0.4505, -0.4033, -0.4214, -0.3507, -0.3274, -0.3783, -0.3672, -0.391, -0.422, -0.4613, -0.4817, -0.509, -0.5234, -0.5206, -0.4553, -0.4689, -0.4709, -0.5096, -0.5558, -0.5735, -0.5916, -0.6172, -0.561, -0.524, -0.4809, -0.4848, -0.5132, -0.5456, -0.591, -0.6161, -0.5956, -0.6395, -0.6178, -0.5964, -0.5961, -0.6075, -0.5416, -0.5847, -0.5743, -0.5865, -0.5617, -0.5958, -0.5714, -0.5825, -0.6143, -0.6418, -0.6692, -0.6609, -0.6527, -0.6652, -0.6975, -0.6901, -0.6819, -0.6648, -0.6621, -0.6697, -0.6905, -0.7069, -0.7054, -0.6663, -0.6819, -0.6859, -0.6393, -0.6604, -0.6936, -0.7064, -0.6908, -0.6729, -0.6694, -0.6763, -0.6973, -0.6956, -0.6276, -0.6383, -0.6251, -0.6047, -0.5939, -0.6294, -0.6564, -0.6822, -0.6516, -0.6564, -0.6382, -0.6785, -0.691, -0.7021, -0.7041, -0.6319, -0.6449, -0.6141, -0.603, -0.6294, -0.6586, -0.6879, -0.689, -0.6913, -0.7018, -0.6898, -0.7179, -0.7299, -0.7214, -0.7038, -0.7174, -0.7453, -0.7322, -0.7208, -0.7058, -0.6932, -0.6662, -0.676, -0.6933, -0.6958]}
{"unit_id": "thread:1861399714425368612", "ticker_idx": 0, "ts": "2024-11-26T13:20:49+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY $NVO", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AMGN obesity drug disappoints on efficacy and tolerability; LLY and NVO implied beneficiaries.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Did they just say that reducing the priming dose significantly lowered nausea and vomiting to under 50% and under 20%?  Did I catch that right?  $AMGN\n\n---\n\nYep that's what they said.  OK, not good.  $AMGN efficacy lower than expected and that tolerability sucks.  $LLY $NVO", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.043480517527350604, "ret_signed_m1d": -0.043480517527350604, "alpha_spy_m1d": -0.038286154348353474, "alpha_c_m1d": -0.038286154348353474, "bench_spy_m1d": -0.00519436317899713, "bench_c_m1d": -0.00519436317899713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00143163525419987, "ret_signed_p1d": -0.00143163525419987, "alpha_spy_p1d": 0.0015984531429954485, "alpha_c_p1d": 0.0015984531429954485, "bench_spy_p1d": -0.0030300883971953185, "bench_c_p1d": -0.0030300883971953185, "ret_p1w": 0.051335399505185064, "ret_signed_p1w": 0.051335399505185064, "alpha_spy_p1w": 0.039664700705761335, "alpha_c_p1w": 0.039664700705761335, "bench_spy_p1w": 0.011670698799423729, "bench_c_p1w": 0.011670698799423729, "ret_p1m": -0.007791566413766549, "ret_signed_p1m": -0.007791566413766549, "alpha_spy_p1m": -0.0017358488343072187, "alpha_c_p1m": -0.0017358488343072187, "bench_spy_p1m": -0.00605571757945933, "bench_c_p1m": -0.00605571757945933, "ret_p3m": 0.1799046092401797, "ret_signed_p3m": 0.1799046092401797, "alpha_spy_p3m": 0.20473642165282968, "alpha_c_p3m": 0.20473642165282968, "bench_spy_p3m": -0.02483181241264998, "bench_c_p3m": -0.02483181241264998, "ret_p6m": -0.04988891245200622, "ret_signed_p6m": -0.04988891245200622, "alpha_spy_p6m": -0.04296955901328259, "alpha_c_p6m": -0.04296955901328259, "bench_spy_p6m": -0.00691935343872363, "bench_c_p6m": -0.00691935343872363, "ret_p1y": 0.350251616833279, "ret_signed_p1y": 0.350251616833279, "alpha_spy_p1y": 0.20392610845425851, "alpha_c_p1y": 0.20392610845425851, "bench_spy_p1y": 0.14632550837902047, "bench_c_p1y": 0.14632550837902047, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007791566413766549, "alpha_spy_stated": -0.0017358488343072187, "alpha_c_stated": -0.0017358488343072187, "price_path": [0.2002, 0.1892, 0.2143, 0.2098, 0.1969, 0.1545, 0.1418, 0.1488, 0.1399, 0.1648, 0.1826, 0.1683, 0.1681, 0.1462, 0.1446, 0.1574, 0.1655, 0.1618, 0.1692, 0.1694, 0.1501, 0.1102, 0.1206, 0.1187, 0.127, 0.1201, 0.1221, 0.1363, 0.1557, 0.1633, 0.1519, 0.1789, 0.1757, 0.1552, 0.1591, 0.16, 0.1611, 0.1461, 0.1499, 0.1424, 0.1274, 0.1291, 0.1328, 0.1429, 0.0711, 0.0495, 0.0358, 0.0196, 0.0195, -0.018, 0.0086, 0.0517, 0.0529, 0.0357, 0.0268, -0.0056, -0.0546, -0.0787, -0.0755, -0.0455, -0.0499, -0.0523, -0.0435, 0.0, -0.0014, 0.0076, 0.0133, 0.0304, 0.0513, 0.046, 0.0474, 0.0181, 0.013, 0.0085, -0.0088, -0.0003, -0.0131, -0.0136, -0.0312, -0.0403, -0.0273, 0.0088, 0.008, 0.0061, -0.0078, -0.0196, -0.0219, -0.0143, -0.0093, -0.0307, -0.0203, -0.0027, 0.0134, 0.0103, -0.0563, -0.0539, -0.0402, -0.0806, -0.0595, -0.0448, -0.0288, -0.005, 0.0239, 0.0199, 0.0187, 0.043, 0.0276, 0.0267, 0.0466, 0.067, 0.1027, 0.1127, 0.1008, 0.0959, 0.106, 0.1046, 0.0715, 0.0879, 0.1004, 0.1081, 0.1088, 0.1186, 0.1445, 0.1612, 0.1487, 0.1684, 0.1799, 0.1562, 0.1799, 0.1584, 0.1036, 0.053, 0.0458, 0.043, 0.0174, 0.0324, 0.0467, 0.0438, 0.0622, 0.0693, 0.063, 0.0976, 0.0817, 0.0492, 0.0428, 0.0438, 0.0482, 0.0219, 0.0384, 0.0014, -0.0631, -0.0815, -0.0783, -0.0435, -0.0851, -0.0705, -0.0427, -0.0391, -0.0673, 0.066, 0.0381, 0.0502, 0.0526, 0.0911, 0.1226, 0.1134, 0.1234, 0.1409, 0.0078, 0.0453, 0.0425, -0.0163, -0.0143, -0.0463, -0.0678, -0.0411, -0.0532, -0.0919, -0.0694, -0.0368, -0.0397, -0.05, -0.0781, -0.0905, -0.0924, -0.0777, -0.0852, -0.0811, -0.0619, -0.0499]}
{"unit_id": "thread:1861399714425368612", "ticker_idx": 1, "ts": "2024-11-26T13:20:49+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY $NVO", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AMGN obesity drug disappoints on efficacy and tolerability; LLY and NVO implied beneficiaries.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Did they just say that reducing the priming dose significantly lowered nausea and vomiting to under 50% and under 20%?  Did I catch that right?  $AMGN\n\n---\n\nYep that's what they said.  OK, not good.  $AMGN efficacy lower than expected and that tolerability sucks.  $LLY $NVO", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014793165391874363, "ret_signed_m1d": -0.014793165391874363, "alpha_spy_m1d": -0.009598802212877233, "alpha_c_m1d": -0.009598802212877233, "bench_spy_m1d": -0.00519436317899713, "bench_c_m1d": -0.00519436317899713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0030300883971953185, "alpha_c_p1d": 0.0030300883971953185, "bench_spy_p1d": -0.0030300883971953185, "bench_c_p1d": -0.0030300883971953185, "ret_p1w": 0.026759687372258423, "ret_signed_p1w": 0.026759687372258423, "alpha_spy_p1w": 0.015088988572834694, "alpha_c_p1w": 0.015088988572834694, "bench_spy_p1w": 0.011670698799423729, "bench_c_p1w": 0.011670698799423729, "ret_p1m": -0.17676430501957408, "ret_signed_p1m": -0.17676430501957408, "alpha_spy_p1m": -0.17070858744011475, "alpha_c_p1m": -0.17070858744011475, "bench_spy_p1m": -0.00605571757945933, "bench_c_p1m": -0.00605571757945933, "ret_p3m": -0.15791947956434527, "ret_signed_p3m": -0.15791947956434527, "alpha_spy_p3m": -0.1330876671516953, "alpha_c_p3m": -0.1330876671516953, "bench_spy_p3m": -0.02483181241264998, "bench_c_p3m": -0.02483181241264998, "ret_p6m": -0.30270807019252755, "ret_signed_p6m": -0.30270807019252755, "alpha_spy_p6m": -0.2957887167538039, "alpha_c_p6m": -0.2957887167538039, "bench_spy_p6m": -0.00691935343872363, "bench_c_p6m": -0.00691935343872363, "ret_p1y": -0.5310945325064758, "ret_signed_p1y": -0.5310945325064758, "alpha_spy_p1y": -0.6774200408854962, "alpha_c_p1y": -0.6774200408854962, "bench_spy_p1y": 0.14632550837902047, "bench_c_p1y": 0.14632550837902047, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17676430501957408, "alpha_spy_stated": -0.17070858744011475, "alpha_c_stated": -0.17070858744011475, "price_path": [0.2671, 0.2958, 0.3112, 0.2839, 0.2676, 0.2333, 0.2357, 0.2429, 0.2228, 0.2742, 0.2877, 0.2909, 0.2899, 0.2438, 0.2443, 0.2709, 0.2015, 0.1656, 0.1819, 0.1962, 0.1712, 0.1378, 0.1219, 0.1119, 0.0975, 0.0843, 0.0847, 0.1097, 0.1043, 0.1024, 0.1074, 0.1311, 0.1286, 0.1101, 0.1121, 0.1139, 0.1127, 0.1055, 0.0974, 0.0905, 0.0734, 0.0683, 0.0587, 0.0551, 0.067, 0.0548, 0.0547, 0.0338, 0.0377, -0.0073, 0.0141, 0.0101, 0.0279, 0.0088, 0.0073, -0.0076, -0.0414, -0.0595, -0.033, -0.0081, -0.033, -0.0101, -0.0148, 0.0, 0.0, 0.0063, 0.0239, 0.0289, 0.0268, 0.0253, 0.0437, 0.0466, 0.0288, 0.0524, 0.0234, 0.0077, 0.0181, 0.0177, -0.0016, -0.0253, -0.1991, -0.1641, -0.1768, -0.1741, -0.1768, -0.1922, -0.1895, -0.1754, -0.1741, -0.1988, -0.2147, -0.1931, -0.1872, -0.2027, -0.2351, -0.2187, -0.2173, -0.2586, -0.2365, -0.2408, -0.2358, -0.1711, -0.1754, -0.1973, -0.2082, -0.1959, -0.2043, -0.2212, -0.2215, -0.1922, -0.1786, -0.1857, -0.2094, -0.211, -0.2293, -0.2572, -0.2663, -0.2243, -0.2142, -0.211, -0.1701, -0.1464, -0.143, -0.1562, -0.1593, -0.1459, -0.1579, -0.1755, -0.1439, -0.1705, -0.1786, -0.2561, -0.264, -0.2953, -0.2849, -0.2731, -0.2448, -0.237, -0.2556, -0.2576, -0.2758, -0.2902, -0.3065, -0.3241, -0.3389, -0.347, -0.3352, -0.3487, -0.3467, -0.3576, -0.4011, -0.3907, -0.4102, -0.3768, -0.414, -0.3803, -0.3675, -0.3826, -0.398, -0.4439, -0.4415, -0.4264, -0.4131, -0.4004, -0.4056, -0.4005, -0.3761, -0.3638, -0.3719, -0.3372, -0.3382, -0.3653, -0.3533, -0.3791, -0.3703, -0.3514, -0.3738, -0.3833, -0.3667, -0.3837, -0.3583, -0.347, -0.347, -0.3473, -0.3552, -0.3256, -0.3432, -0.335, -0.3154, -0.3027]}
{"unit_id": "quote:1853201933105869210", "ticker_idx": 0, "ts": "2024-11-03T22:25:46+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yep! The \"down versus down\" case is our culture and heritage. $XBI", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish case for XBI biotech ETF.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "@sciencescanner Yep!  The “down versus down” case is our culture and heritage.   $XBI", "reply_text": null, "parent_text": null, "quoted_text": "Me explaining the bull case for $XBI\n#WhatIsDeadMayNeverDie https://t.co/vdrPDU1lsv", "parent_author": null, "ret_m1d": 0.0005039306046881187, "ret_signed_m1d": 0.0005039306046881187, "alpha_spy_m1d": -0.0016548301345944427, "alpha_c_m1d": -0.0016548301345944427, "bench_spy_m1d": 0.0021587607392825614, "bench_c_m1d": 0.0021587607392825614, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014110056931268655, "ret_signed_p1d": 0.014110056931268655, "alpha_spy_p1d": 0.002018132727513944, "alpha_c_p1d": 0.002018132727513944, "bench_spy_p1d": 0.012091924203754711, "bench_c_p1d": 0.012091924203754711, "ret_p1w": 0.04343891074423434, "ret_signed_p1w": 0.04343891074423434, "alpha_spy_p1w": -0.007367503578008527, "alpha_c_p1w": -0.007367503578008527, "bench_spy_p1w": 0.050806414322242865, "bench_c_p1w": 0.050806414322242865, "ret_p1m": -0.004333695143518335, "ret_signed_p1m": -0.004333695143518335, "alpha_spy_p1m": -0.07075942335632834, "alpha_c_p1m": -0.07075942335632834, "bench_spy_p1m": 0.06642572821281001, "bench_c_p1m": 0.06642572821281001, "ret_p3m": -0.058928853010257964, "ret_signed_p3m": -0.058928853010257964, "alpha_spy_p3m": -0.12658416096762182, "alpha_c_p3m": -0.12658416096762182, "bench_spy_p3m": 0.06765530795736385, "bench_c_p3m": 0.06765530795736385, "ret_p6m": -0.21339396451831483, "ret_signed_p6m": -0.21339396451831483, "alpha_spy_p6m": -0.2113886826162792, "alpha_c_p6m": -0.2113886826162792, "bench_spy_p6m": -0.0020052819020356383, "bench_c_p6m": -0.0020052819020356383, "ret_p1y": 0.10199597117939896, "ret_signed_p1y": 0.10199597117939896, "alpha_spy_p1y": -0.08868049554099988, "alpha_c_p1y": -0.08868049554099988, "bench_spy_p1y": 0.19067646672039884, "bench_c_p1y": 0.19067646672039884, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004333695143518335, "alpha_spy_stated": -0.07075942335632834, "alpha_c_stated": -0.07075942335632834, "price_path": [-0.0483, -0.0693, -0.0427, -0.0372, -0.0345, -0.023, -0.0317, -0.0154, -0.0148, 0.0163, 0.0161, 0.0261, 0.0091, 0.0229, 0.0248, 0.0185, 0.0132, 0.0169, 0.0204, -0.0058, -0.0072, -0.0116, -0.0274, -0.0136, -0.0114, -0.0034, -0.0018, 0.0199, 0.0206, 0.0173, 0.0159, 0.0322, 0.0239, -0.0003, -0.0051, -0.0148, -0.0104, -0.008, -0.0042, -0.0126, -0.0114, -0.026, -0.0172, -0.0291, -0.0214, -0.0293, -0.0302, -0.0054, -0.0015, 0.0009, 0.0104, 0.0008, 0.0061, -0.0108, -0.0096, -0.0257, -0.0199, -0.0209, -0.0074, -0.0067, -0.0081, -0.0221, 0.0005, 0.0, 0.0141, 0.0325, 0.0382, 0.05, 0.0434, 0.013, 0.008, -0.0228, -0.0745, -0.0732, -0.061, -0.0525, -0.0496, -0.03, -0.016, -0.0037, 0.0079, 0.004, 0.0009, -0.0154, -0.0043, -0.019, -0.0008, -0.0099, -0.0181, -0.0227, -0.0506, -0.0587, -0.045, -0.0467, -0.0936, -0.0948, -0.08, -0.0738, -0.0729, -0.0662, -0.0793, -0.094, -0.0923, -0.0775, -0.0686, -0.0706, -0.064, -0.0696, -0.0985, -0.1017, -0.1266, -0.1075, -0.1142, -0.1134, -0.0878, -0.0807, -0.0629, -0.0681, -0.0666, -0.0608, -0.0669, -0.0572, -0.066, -0.0786, -0.067, -0.0455, -0.0589, -0.0804, -0.0895, -0.1025, -0.0932, -0.0851, -0.0787, -0.0795, -0.0674, -0.0655, -0.0758, -0.0918, -0.1061, -0.1105, -0.1221, -0.1059, -0.1372, -0.1319, -0.1149, -0.1225, -0.1201, -0.1308, -0.1315, -0.1216, -0.1335, -0.1218, -0.1101, -0.1315, -0.1185, -0.1273, -0.1219, -0.1047, -0.1223, -0.1424, -0.1379, -0.1493, -0.1826, -0.2122, -0.1877, -0.2124, -0.2575, -0.2643, -0.2964, -0.2452, -0.2782, -0.2508, -0.2285, -0.2285, -0.2427, -0.2347, -0.2389, -0.2174, -0.2027, -0.1847, -0.1911, -0.1798, -0.1747, -0.1639, -0.1684, -0.1584, -0.1669, -0.2222, -0.2203, -0.2134]}
{"unit_id": "reply:1801746497651855864", "ticker_idx": 0, "ts": "2024-06-14T22:40:14+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CGEM is a subcutaneous injection that could potentially be given at home after an initial in office administration under observation (similar to Xolair). These are simple and scalable drugs.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on CGEM and ELYM as simple, scalable TCE drugs for I&I with CAR-T-like efficacy and superior safety/ease-of-use profile.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "1.  It’s not rocket science man.  Look at the response rates in NHL and ALL and MM.   TCEs are *very* close to CAR-T efficacy.   Both modalities deplete B cells to complete levels of undetectability.  If the mechanism is the same and the response rates are close in oncology, why wouldn’t they be in I&I?  And while looking at the efficacy comparison, also look at sales.  Even in fatal cancers, people opt for TCEs at a significant rate due to safety and ease of use.  That same effect will be massively amplified in non-fatal mass market I&I.\n\n2.  You don’t actually think AMGN is developing Blincyto in these indications do you?  Yes Blincyto is given via continuous infusion.  $CGEM is a subcutaneous injection that could potentially be given at home after an initial in office administration under observation (similar to Xolair).  $ELYM is just a standard mAb.  These are simple and scalable drugs. \n\n3.  In vivo CAR-T is not currently a relevant modality, and will not be for the foreseeable future.  BTW, if you think that the secondary malignancy scare with current Auto-CAR-T is bad, imagine what it’s going to be like for in-vivo CAR-T where the construct is let loose in the periphery…", "reply_text": null, "parent_text": "@A_May_MD Except no TCE has shown immune reset yet or durable response that compares with Schett. Will they be as potent as CAR-T is still VERY much an open question.  Schett has shown reset, Kyverna and Cabelta we do not know.  Kyverna likely not, Caba maybe, their SLE patient is still", "quoted_text": null, "parent_author": "BowTiedBiotech", "ret_m1d": -0.007360740989883818, "ret_signed_m1d": -0.007360740989883818, "alpha_spy_m1d": 0.0005357008451493117, "alpha_c_m1d": -0.008389962142154483, "bench_spy_m1d": -0.00789644183503313, "bench_c_m1d": 0.0010292211522706651, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11619352989653586, "ret_signed_p1d": -0.11619352989653586, "alpha_spy_p1d": -0.11873402061430405, "alpha_c_p1d": -0.11749727499882823, "bench_spy_p1d": 0.0025404907177681846, "bench_c_p1d": 0.001303745102292364, "ret_p1w": -0.13669822917425045, "ret_signed_p1w": -0.13669822917425045, "alpha_spy_p1w": -0.13576184283726478, "alpha_c_p1w": -0.14681662967534592, "bench_spy_p1w": -0.0009363863369856729, "bench_c_p1w": 0.01011840050109547, "ret_p1m": -0.033123083751455784, "ret_signed_p1m": -0.033123083751455784, "alpha_spy_p1m": -0.04654469762871738, "alpha_c_p1m": -0.04661699175636835, "bench_spy_p1m": 0.013421613877261596, "bench_c_p1m": 0.01349390800491257, "ret_p3m": -0.09358573311279494, "ret_signed_p3m": -0.09358573311279494, "alpha_spy_p3m": -0.1260962005784394, "alpha_c_p3m": -0.16563511233671413, "bench_spy_p3m": 0.032510467465644455, "bench_c_p3m": 0.07204937922391919, "ret_p6m": -0.37960042551322415, "ret_signed_p6m": -0.37960042551322415, "alpha_spy_p6m": -0.4956938854166295, "alpha_c_p6m": -0.34287139516322074, "bench_spy_p6m": 0.11609345990340536, "bench_c_p6m": -0.03672903035000341, "ret_p1y": -0.596740279090626, "ret_signed_p1y": -0.596740279090626, "alpha_spy_p1y": -0.7000539501822041, "alpha_c_p1y": -0.5213291456337587, "bench_spy_p1y": 0.10331367109157807, "bench_c_p1y": -0.07541113345686734, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.033123083751455784, "alpha_spy_stated": -0.04654469762871738, "alpha_c_stated": -0.04661699175636835, "price_path": [-0.1945, -0.1851, -0.1835, -0.1409, -0.1283, -0.1099, -0.1178, -0.0678, -0.1041, -0.072, -0.1067, -0.0957, -0.123, -0.1052, -0.1062, -0.1046, -0.103, -0.0868, -0.1236, -0.1299, -0.0894, -0.0599, -0.0505, -0.1767, -0.1782, -0.1236, -0.0068, 0.0121, 0.3302, 0.4259, 0.4201, 0.4774, 0.4501, 0.4905, 0.4932, 0.5431, 0.4574, 0.4285, 0.397, 0.3738, 0.387, 0.4048, 0.2518, 0.2182, 0.2608, 0.2177, 0.2166, 0.1909, 0.2687, 0.2108, 0.1924, 0.1982, 0.2355, 0.1851, 0.1777, 0.2008, 0.1851, 0.1777, 0.2077, 0.2224, 0.1414, 0.1462, -0.0074, 0.0, -0.1162, -0.0794, -0.0836, -0.0868, -0.1367, -0.1325, -0.1015, -0.0831, -0.1204, -0.1425, -0.1178, -0.1493, -0.1372, -0.1514, -0.1572, -0.1493, -0.1351, -0.1278, 0.0032, -0.0268, -0.0331, -0.0384, 0.0042, 0.0967, 0.0678, 0.0468, 0.0599, 0.0174, 0.0016, 0.0174, -0.0137, -0.0662, -0.0773, -0.0946, -0.1304, -0.1388, -0.1183, -0.143, -0.1435, -0.1462, -0.1109, -0.1215, -0.0641, -0.0741, -0.0526, -0.061, -0.0521, -0.04, -0.0084, -0.0168, -0.0084, 0.0305, -0.0268, -0.0179, -0.0573, -0.0547, -0.0405, -0.0631, -0.0547, -0.0736, -0.0563, -0.1099, -0.0936, -0.0941, -0.0568, -0.0457, -0.1257, -0.072, -0.1409, -0.0904, -0.0962, -0.1199, -0.1188, -0.133, -0.1535, -0.1409, -0.1567, -0.153, -0.1877, -0.1656, -0.1472, -0.1467, -0.1462, -0.0741, -0.0868, -0.1183, -0.1483, -0.1614, -0.1793, -0.1661, -0.1609, -0.1509, -0.1104, -0.1472, -0.1824, -0.1703, -0.163, -0.1598, -0.1335, -0.1809, -0.1577, -0.092, -0.1577, -0.1698, -0.1956, -0.2713, -0.2928, -0.3113, -0.3386, -0.3575, -0.3407, -0.3407, -0.3286, -0.3118, -0.2928, -0.3076, -0.327, -0.3186, -0.346, -0.3134, -0.3323, -0.3402, -0.3417, -0.3586, -0.3822, -0.3796]}
{"unit_id": "reply:1899165744148988362", "ticker_idx": 0, "ts": "2025-03-10T18:29:32+00:00", "symbol": "BEAM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Will be $10 soon if it trades like $TECX", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish BEAM; predicts it falls to $10 soon based on TECX-like trading pattern.", "resolved_tickers": ["BEAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@adar170 Will be $10 soon if it trades like $TECX", "reply_text": null, "parent_text": "$BEAM data out pm 38 bankers convince do offering 28 trading @ 24 now \nthis is biotech 2025", "quoted_text": null, "parent_author": "adar170", "ret_m1d": 0.10860252822805383, "ret_signed_m1d": -0.10860252822805383, "alpha_spy_m1d": -0.08123814939587626, "alpha_c_m1d": -0.09769990956821517, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.010902618659838659, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028221111965668566, "ret_signed_p1d": -0.028221111965668566, "alpha_spy_p1d": -0.036533892400468226, "alpha_c_p1d": -0.0391239417856144, "bench_spy_p1d": -0.00831278043479966, "bench_c_p1d": -0.010902829819945836, "ret_p1w": -0.04554301486848389, "ret_signed_p1w": 0.04554301486848389, "alpha_spy_p1w": 0.057263122762757135, "alpha_c_p1w": 0.03944830069163774, "bench_spy_p1w": 0.011720107894273246, "bench_c_p1w": -0.00609471417684615, "ret_p1m": -0.4340210331028552, "ret_signed_p1m": 0.4340210331028552, "alpha_spy_p1m": 0.32233947469794255, "alpha_c_p1m": 0.3380264869461065, "bench_spy_p1m": -0.11168155840491267, "bench_c_p1m": -0.09599454615674874, "ret_p3m": -0.29272091480863516, "ret_signed_p3m": 0.29272091480863516, "alpha_spy_p3m": 0.36568797742060277, "alpha_c_p3m": 0.2046801364133548, "bench_spy_p3m": 0.07296706261196761, "bench_c_p3m": -0.08804077839528035, "ret_p6m": -0.20727912231375867, "ret_signed_p6m": 0.20727912231375867, "alpha_spy_p6m": 0.3743110364404245, "alpha_c_p6m": 0.15391927994055554, "bench_spy_p6m": 0.16703191412666585, "bench_c_p6m": -0.053359842373203126, "ret_p1y": 0.01518098020789882, "ret_signed_p1y": -0.01518098020789882, "alpha_spy_p1y": 0.2054696080400329, "alpha_c_p1y": 0.038103161266839214, "bench_spy_p1y": 0.2206505882479317, "bench_c_p1y": 0.053284141474738034, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4340210331028552, "alpha_spy_stated": 0.32233947469794255, "alpha_c_stated": 0.3380264869461065, "price_path": [0.0128, -0.0144, 0.0397, 0.071, 0.1756, 0.125, 0.0923, 0.0872, 0.1261, 0.1125, 0.0296, 0.0452, 0.1292, 0.1172, 0.1214, 0.1172, 0.035, -0.0163, -0.0346, -0.0385, -0.0121, 0.0261, 0.0541, 0.0432, 0.0272, -0.0058, -0.093, -0.0895, -0.0891, -0.0876, -0.0452, 0.0272, 0.0234, 0.0113, 0.0086, -0.0167, 0.0086, 0.0619, 0.009, -0.0039, 0.0023, 0.0829, 0.0763, 0.067, 0.0343, 0.0452, 0.1121, 0.1137, 0.2612, 0.3036, 0.327, 0.29, 0.1845, 0.1985, 0.1615, 0.0856, 0.0553, 0.0253, -0.023, 0.0292, 0.0163, 0.0607, 0.1086, 0.0, 0.0282, 0.0673, -0.0245, -0.0568, -0.0455, -0.1207, -0.0798, -0.1098, -0.093, -0.0654, -0.0961, -0.1471, -0.1362, -0.1355, -0.2398, -0.3135, -0.2807, -0.3593, -0.4056, -0.4044, -0.434, -0.3628, -0.4305, -0.3978, -0.3383, -0.3274, -0.3531, -0.3383, -0.29, -0.2554, -0.2265, -0.2149, -0.2402, -0.2293, -0.2328, -0.2242, -0.2281, -0.2121, -0.2285, -0.3776, -0.3684, -0.3285, -0.3223, -0.29, -0.2974, -0.3289, -0.3285, -0.3036, -0.3128, -0.3091, -0.3297, -0.3289, -0.3449, -0.3371, -0.3429, -0.3647, -0.3838, -0.3698, -0.3429, -0.3324, -0.3383, -0.277, -0.2927, -0.2962, -0.3036, -0.3211, -0.3359, -0.3531, -0.3511, -0.3387, -0.3476, -0.3496, -0.3324, -0.3476, -0.3328, -0.346, -0.3379, -0.3176, -0.2262, -0.2211, -0.2534, -0.2098, -0.1647, -0.1425, -0.1763, -0.1759, -0.2378, -0.2188, -0.204, -0.1923, -0.1814, -0.1615, -0.1374, -0.1845, -0.1545, -0.1892, -0.2242, -0.2156, -0.2328, -0.267, -0.2557, -0.2721, -0.2877, -0.3048, -0.3141, -0.3318, -0.3437, -0.318, -0.3137, -0.3063, -0.3344, -0.3636, -0.3749, -0.3768, -0.3523, -0.3601, -0.3523, -0.3437, -0.3441, -0.3632, -0.3651, -0.2698, -0.2783, -0.1872, -0.2238, -0.2073]}
{"unit_id": "reply:1896909660914925942", "ticker_idx": 0, "ts": "2025-03-04T13:04:40+00:00", "symbol": "IBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Valuation here is still minuscule. $IBIO should've been moving up for the last several months with multiple extremely positive fundamental developments... Making up for lost time now. I think if they can execute a strong financing after the NASDAQ uplisting (which is today) that it will do quite well", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long IBIO: minuscule valuation, positive fundamentals not yet priced in, NASDAQ uplisting catalyst plus pending financing should drive strong upside.", "resolved_tickers": ["IBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yeah I do.  People often lose site of the actual valuation when these microcaps like $IBIO start making moves.  People will see a stock price double and bail, not considering that the actual valuation change was minimal.  Valuation here is still minuscule. \n\n$IBIO should’ve been moving up for the last several months with multiple extremely positive fundamental developments, but it didn’t budge.  Making up for lost time now.\n\nI think if they can execute a strong financing after the NASDAQ uplisting (which is today) that it will do quite well 🤞🏻", "reply_text": null, "parent_text": "@A_May_MD Hey Adam do you still think $ibio has legs?", "quoted_text": null, "parent_author": "charle77238", "ret_m1d": 0.07731093325930471, "ret_signed_m1d": 0.07731093325930471, "alpha_spy_m1d": 0.06533216657002416, "alpha_c_m1d": 0.06793118370439388, "bench_spy_m1d": 0.011978766689280551, "bench_c_m1d": 0.009379749554910832, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06386556749954764, "ret_signed_p1d": 0.06386556749954764, "alpha_spy_p1d": 0.053117726731728876, "alpha_c_p1d": 0.05381100370792913, "bench_spy_p1d": 0.010747840767818762, "bench_c_p1d": 0.01005456379161851, "ret_p1w": -0.03865546662965236, "ret_signed_p1w": -0.03865546662965236, "alpha_spy_p1w": -0.0023556355456626488, "alpha_c_p1w": -0.02428194442969478, "bench_spy_p1w": -0.03629983108398971, "bench_c_p1w": -0.014373522199957578, "ret_p1m": -0.30756302224689847, "ret_signed_p1m": -0.30756302224689847, "alpha_spy_p1m": -0.28911538362729183, "alpha_c_p1m": -0.28508036657196745, "bench_spy_p1m": -0.018447638619606632, "bench_c_p1m": -0.022482655674931018, "ret_p3m": -0.8588235292939107, "ret_signed_p3m": -0.8588235292939107, "alpha_spy_p3m": -0.8952677827058074, "alpha_c_p3m": -0.7599955429568475, "bench_spy_p3m": 0.03644425341189672, "bench_c_p3m": -0.09882798633706324, "ret_p6m": -0.8554621778363838, "ret_signed_p6m": -0.8554621778363838, "alpha_spy_p6m": -0.978066295357847, "alpha_c_p6m": -0.7873456039400165, "bench_spy_p6m": 0.12260411752146316, "bench_c_p6m": -0.06811657389636727, "ret_p1y": -0.5563024891541581, "ret_signed_p1y": -0.5563024891541581, "alpha_spy_p1y": -0.7512386247828666, "alpha_c_p1y": -0.6131695288659345, "bench_spy_p1y": 0.19493613562870848, "bench_c_p1y": 0.05686703971177631, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.30756302224689847, "alpha_spy_stated": -0.28911538362729183, "alpha_c_stated": -0.28508036657196745, "price_path": [-0.558, -0.5059, -0.5294, -0.563, -0.5563, -0.5647, -0.5345, -0.5361, -0.5529, -0.563, -0.5782, -0.6118, -0.605, -0.5933, -0.5966, -0.5933, -0.5832, -0.6034, -0.5933, -0.595, -0.5882, -0.6, -0.5882, -0.5933, -0.5882, -0.5866, -0.5445, -0.5429, -0.5714, -0.5832, -0.5412, -0.521, -0.5227, -0.5244, -0.5092, -0.484, -0.4941, -0.484, -0.4992, -0.5059, -0.5025, -0.5008, -0.4941, -0.4739, -0.4655, -0.4286, -0.3966, -0.3748, -0.4252, -0.4672, -0.3815, -0.395, -0.4235, -0.3815, -0.3529, -0.3899, -0.4151, -0.4218, -0.3462, -0.3681, -0.1513, -0.0202, 0.0773, 0.0, 0.0639, 0.0336, -0.0588, -0.0689, -0.0387, -0.0672, -0.1378, -0.1462, -0.1832, -0.2403, -0.2622, -0.2336, -0.2218, -0.2218, -0.2588, -0.2756, -0.2588, -0.3076, -0.3244, -0.3429, -0.3076, -0.3613, -0.4571, -0.7462, -0.7983, -0.7849, -0.7966, -0.7983, -0.8017, -0.8151, -0.8353, -0.8504, -0.8571, -0.8824, -0.8723, -0.8571, -0.8454, -0.8235, -0.8235, -0.8218, -0.8269, -0.8303, -0.8353, -0.8571, -0.8571, -0.8605, -0.8706, -0.8672, -0.8655, -0.8773, -0.8773, -0.8655, -0.8655, -0.8622, -0.8706, -0.8672, -0.8622, -0.8639, -0.8639, -0.8689, -0.8706, -0.8622, -0.8588, -0.8336, -0.8437, -0.8353, -0.8471, -0.8403, -0.8387, -0.8269, -0.8437, -0.8538, -0.8639, -0.8487, -0.8706, -0.8807, -0.8739, -0.8773, -0.8807, -0.8723, -0.8723, -0.8739, -0.8756, -0.8756, -0.8689, -0.8588, -0.8588, -0.8605, -0.8639, -0.8706, -0.879, -0.8773, -0.8773, -0.8773, -0.8773, -0.8756, -0.8723, -0.8756, -0.8773, -0.8807, -0.884, -0.8857, -0.8857, -0.8891, -0.8941, -0.8958, -0.8992, -0.9008, -0.9008, -0.9008, -0.9042, -0.8773, -0.8857, -0.8756, -0.8756, -0.8773, -0.8723, -0.8689, -0.8672, -0.8571, -0.8672, -0.8639, -0.8605, -0.8622, -0.8639, -0.8555]}
{"unit_id": "reply:1803135652441297375", "ticker_idx": 0, "ts": "2024-06-18T18:40:14+00:00", "symbol": "CRBP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "there may not have actually been a real association between CB1 drugs and severe neuropsychiatric AEs to begin with, which obviously would be a good thing for CB1 if true", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRBP: CEO's paper suggests CB1 drugs lack true neuropsychiatric AE association, removing a key safety overhang.", "resolved_tickers": ["CRBP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@semodough The context is that the CEO of $CRBP published a paper this morning showing that there may not have actually been a real association between CB1 drugs and severe neuropsychiatric AEs to begin with, which obviously would be a good thing for CB1 if true.  \n\nhttps://t.co/RcUd5bB9rO", "reply_text": null, "parent_text": "Thank you - so that’s basically the AE profile for $NVO Inversago CB1 receptor $NVO acquired", "quoted_text": null, "parent_author": "semodough", "ret_m1d": 0.00913028300942953, "ret_signed_m1d": 0.00913028300942953, "alpha_spy_m1d": 0.01166433598912453, "alpha_c_m1d": 0.010432330573587167, "bench_spy_m1d": -0.0025340529796950007, "bench_c_m1d": -0.001302047564157638, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026021528614712852, "ret_signed_p1d": -0.026021528614712852, "alpha_spy_p1d": -0.023305084160516465, "alpha_c_p1d": -0.02931109408621546, "bench_spy_p1d": -0.0027164444541963872, "bench_c_p1d": 0.003289565471502609, "ret_p1w": -0.007304261237008447, "ret_signed_p1w": -0.007304261237008447, "alpha_spy_p1w": -0.0050799080667738306, "alpha_c_p1w": -0.012529755888544436, "bench_spy_p1w": -0.0022243531702346164, "bench_c_p1w": 0.005225494651535989, "ret_p1m": 0.3238986117758944, "ret_signed_p1m": 0.3238986117758944, "alpha_spy_p1m": 0.31975777675892547, "alpha_c_p1m": 0.30656447494182437, "bench_spy_p1m": 0.004140835016968936, "bench_c_p1m": 0.017334136834070035, "ret_p3m": 0.12599863694889013, "ret_signed_p3m": 0.12599863694889013, "alpha_spy_p3m": 0.09915897722555611, "alpha_c_p3m": 0.05713395883118433, "bench_spy_p3m": 0.02683965972333402, "bench_c_p3m": 0.0688646781177058, "ret_p6m": -0.6738187739349171, "ret_signed_p6m": -0.6738187739349171, "alpha_spy_p6m": -0.7824970082894485, "alpha_c_p6m": -0.6351450736085346, "bench_spy_p6m": 0.10867823435453139, "bench_c_p6m": -0.03867370032638251, "ret_p1y": -0.8199041401697884, "ret_signed_p1y": -0.8199041401697884, "alpha_spy_p1y": -0.9312923049972839, "alpha_c_p1y": -0.744618558169993, "bench_spy_p1y": 0.11138816482749547, "bench_c_p1y": -0.0752855819997954, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3238986117758944, "alpha_spy_stated": 0.31975777675892547, "alpha_c_stated": 0.30656447494182437, "price_path": [-0.024, -0.1059, -0.1292, -0.2025, -0.1867, -0.1748, -0.1881, -0.1043, -0.1328, -0.1449, -0.1212, -0.1105, -0.0877, -0.0833, -0.1447, -0.1292, -0.087, -0.0676, -0.0249, -0.0614, -0.1518, -0.1662, -0.1043, -0.1395, -0.1386, -0.1888, -0.2353, -0.2182, -0.1865, -0.1545, -0.1497, -0.1281, -0.115, -0.1139, -0.0922, -0.0324, -0.0016, -0.0187, -0.0215, -0.0187, 0.0075, 0.0482, 0.0272, 0.1082, 0.0317, 0.0262, -0.0555, 0.0276, -0.0256, -0.0071, -0.0527, -0.0231, 0.0689, 0.0753, 0.0733, 0.0637, 0.0073, 0.0014, 0.1484, 0.1698, 0.2073, 0.1436, 0.0091, 0.0, -0.026, -0.0304, -0.0068, 0.0123, -0.0073, 0.0016, 0.0329, 0.1276, 0.0959, 0.1335, 0.1484, 0.1634, 0.1659, 0.1753, 0.2175, 0.3444, 0.3527, 0.3759, 0.3456, 0.2105, 0.3239, 0.3305, 0.3171, 0.2431, 0.2657, 0.3253, 0.2703, 0.3609, 0.3575, 0.3483, 0.2933, 0.2561, 0.2084, 0.1025, 0.2235, 0.2913, 0.1963, 0.2093, 0.1872, 0.2534, 0.2216, 0.3285, 0.3075, 0.4049, 0.3586, 0.3627, 0.3524, 0.3066, 0.2753, 0.3241, 0.3965, 0.2712, 0.2641, 0.1589, 0.1422, 0.2031, 0.2846, 0.2031, 0.1774, 0.2739, 0.2299, 0.1618, 0.126, 0.1801, -0.5547, -0.5665, -0.5814, -0.5127, -0.5095, -0.5225, -0.5291, -0.5611, -0.541, -0.5455, -0.5615, -0.5665, -0.5531, -0.5773, -0.5818, -0.5713, -0.5734, -0.5693, -0.5633, -0.5748, -0.5798, -0.5967, -0.6015, -0.6213, -0.6209, -0.6277, -0.627, -0.6302, -0.6218, -0.6357, -0.6138, -0.5821, -0.5629, -0.5684, -0.5773, -0.5713, -0.5757, -0.5905, -0.5853, -0.5994, -0.6209, -0.6174, -0.622, -0.633, -0.6181, -0.6012, -0.5903, -0.5896, -0.5974, -0.5932, -0.5928, -0.6177, -0.6336, -0.6508, -0.6517, -0.6521, -0.6339, -0.6387, -0.6558, -0.6558, -0.674, -0.6738]}
{"unit_id": "quote:1866126464573378561", "ticker_idx": 0, "ts": "2024-12-09T14:23:14+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You need a long half-life drug like $CGEM's to have an ideal profile for a CD19 TCE in I&I", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long CGEM: long half-life CD19 TCE profile is necessary for I&I, positioning CGEM favorably vs short half-life competitors like Blincyto.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Also note an important point at the end of this Endpoints article made by $AZN EVP of Oncology R&D Susan Galbraith --> \"I don’t think you get to the same level of exposure with [Blincyto] as we can achieve with this.\"   This echos a point I have been making on this front.   Short half-life TCEs will not be able to achieve significant drug exposures without forcing high Cmax, thus unacceptably increasing the risk of CRS/ICANS.\n\nYou need a long half-life drug like $CGEM's to have an ideal profile for a CD19 TCE in I&I.\n\nhttps://t.co/EJlVFHDPkz", "reply_text": null, "parent_text": null, "quoted_text": "T cell engagers rule.  $JANX last week.  $AZN this week.\n\n$AZN at ASH has updated oncology data for their CD3xCD19 T Cell engager (with important readthrough for $CGEM in autoimmune disease). \n\nNow n=27 in FL, with 96% ORR &amp; 85% CR.  This is shaping up to be highly competitive", "parent_author": null, "ret_m1d": 0.02834650517781334, "ret_signed_m1d": 0.02834650517781334, "alpha_spy_m1d": 0.023170278714789383, "alpha_c_m1d": 0.031248825930418667, "bench_spy_m1d": 0.0051762264630239585, "bench_c_m1d": -0.002902320752605325, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01181099376244421, "ret_signed_p1d": -0.01181099376244421, "alpha_spy_p1d": -0.008702002720224034, "alpha_c_p1d": -0.00766462025091863, "bench_spy_p1d": -0.003108991042220177, "bench_c_p1d": -0.004146373511525581, "ret_p1w": -0.07086611275959931, "ret_signed_p1w": -0.07086611275959931, "alpha_spy_p1w": -0.07435562840040677, "alpha_c_p1w": -0.03361672271777949, "bench_spy_p1w": 0.0034895156408074612, "bench_c_p1w": -0.03724939004181982, "ret_p1m": -0.11889765760313109, "ret_signed_p1m": -0.11889765760313109, "alpha_spy_p1m": -0.08212408591210096, "alpha_c_p1m": -0.0882981159565871, "bench_spy_p1m": -0.03677357169103013, "bench_c_p1m": -0.030599541646543993, "ret_p3m": -0.29763777871977104, "ret_signed_p3m": -0.29763777871977104, "alpha_spy_p3m": -0.2126274090639192, "alpha_c_p3m": -0.2961259526421133, "bench_spy_p3m": -0.08501036965585185, "bench_c_p3m": -0.001511826077657763, "ret_p6m": -0.2952755949857756, "ret_signed_p6m": -0.2952755949857756, "alpha_spy_p6m": -0.30011167737069033, "alpha_c_p6m": -0.24870446804974966, "bench_spy_p6m": 0.0048360823849147305, "bench_c_p6m": -0.04657112693602594, "ret_p1y": -0.0251968267425301, "ret_signed_p1y": -0.0251968267425301, "alpha_spy_p1y": -0.1787799129082771, "alpha_c_p1y": -0.10552341061521642, "bench_spy_p1y": 0.153583086165747, "bench_c_p1y": 0.08032658387268632, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11889765760313109, "alpha_spy_stated": -0.08212408591210096, "alpha_c_stated": -0.0882981159565871, "price_path": [0.4031, 0.4157, 0.3874, 0.4134, 0.3331, 0.3575, 0.3567, 0.4126, 0.4291, 0.3094, 0.3898, 0.2866, 0.3622, 0.3535, 0.3181, 0.3197, 0.2984, 0.2677, 0.2866, 0.263, 0.2685, 0.2165, 0.2496, 0.2772, 0.278, 0.2787, 0.3866, 0.3677, 0.3205, 0.2756, 0.2559, 0.2291, 0.2488, 0.2567, 0.2717, 0.3323, 0.2772, 0.2244, 0.2425, 0.2535, 0.2583, 0.2976, 0.2268, 0.2614, 0.3598, 0.2614, 0.2433, 0.2047, 0.0913, 0.0591, 0.0315, -0.0094, -0.0378, -0.0126, -0.0126, 0.0055, 0.0307, 0.0591, 0.037, 0.0079, 0.0205, -0.0205, 0.0283, 0.0, -0.0118, -0.0142, -0.0394, -0.0748, -0.0709, -0.0953, -0.152, -0.1378, -0.0866, -0.0654, -0.0339, 0.0157, -0.0535, -0.0394, -0.0409, -0.0244, -0.0016, -0.0724, -0.0898, -0.1236, -0.1189, -0.1307, -0.2118, -0.1984, -0.2016, -0.1921, -0.1795, -0.1724, -0.1685, -0.1693, -0.189, -0.1772, -0.1142, -0.1354, -0.1685, -0.2079, -0.1969, -0.189, -0.185, -0.1961, -0.2047, -0.2276, -0.2213, -0.2449, -0.2496, -0.2709, -0.2575, -0.2795, -0.289, -0.3134, -0.326, -0.3346, -0.322, -0.3315, -0.3701, -0.3598, -0.3362, -0.3299, -0.3142, -0.3583, -0.3173, -0.285, -0.2976, -0.3079, -0.289, -0.2969, -0.3189, -0.3134, -0.3291, -0.3276, -0.3465, -0.363, -0.3472, -0.3685, -0.4039, -0.4094, -0.3843, -0.4102, -0.4165, -0.4291, -0.4236, -0.3866, -0.4031, -0.3929, -0.3906, -0.3858, -0.4008, -0.3787, -0.3622, -0.3409, -0.3402, -0.3591, -0.3591, -0.3894, -0.378, -0.348, -0.3291, -0.3079, -0.3488, -0.3819, -0.3937, -0.3882, -0.4063, -0.3772, -0.4, -0.4386, -0.4299, -0.4094, -0.3929, -0.378, -0.3803, -0.3787, -0.385, -0.3843, -0.3827, -0.3165, -0.3193, -0.311, -0.2945, -0.2858, -0.3118, -0.285, -0.3102, -0.289, -0.2929, -0.2953]}
{"unit_id": "reply:1855672978287018013", "ticker_idx": 0, "ts": "2024-11-10T18:04:49+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CGEM\n\nYep! And this may be a good explanation for why the early CD19 data suggest much more profound responses than we've seen with really any drug class ever in stuff like lupus", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CGEM: early CD19 data show more profound responses than any prior drug class in lupus; T cell exhaustion thesis may add further efficacy advantage for TCEs.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$CGEM \n\nYep! And this may be a good explanation for why the early CD19 data suggest much more profound responses than we’ve seen with really any drug class ever in stuff like lupus (early data, we will see how it holds up). \n\nAnother pet theory of mine is that diseases with an obvious T cell component (RA and SLE both falling in that category) would actually benefit even more from a CD19 TCE than CD19 CAR-T.\n\nWhy?  Some people have pitched T cell exhaustion as a bear thesis for TCEs, saying they won’t work because T cells will get exhausted before killing all the B cells\n\nI actually think that if T cell exhaustion occurs, it will be advantageous for TCEs in some diseases.  Basically if you use the T cells that are at disease sites causing pathology, and you exhaust those T cells in the process of using them to kill pathological B cells, you’ve just added to efficacy - you’re using up one problem cell to get rid of another.  And that’s adding efficacy in a way that CAR-T couldn’t.  \n\nAll theoretical there.  We will see how it plays out!", "reply_text": null, "parent_text": "@Anonym64382296 @MBbiotech @A_May_MD Not every disease is driven by just antibodies tho. 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{"unit_id": "reply:1833916870870925715", "ticker_idx": 0, "ts": "2024-09-11T17:13:49+00:00", "symbol": "TIL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "And still barely positive enterprise value", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TIL: even after +100% run, enterprise value is barely positive, implying further upside.", "resolved_tickers": ["TIL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@adar170 $TIL And still barely positive enterprise value.", "reply_text": null, "parent_text": "$til +100% in 5 days", "quoted_text": null, "parent_author": "adar170", "ret_m1d": -0.17099493288545053, "ret_signed_m1d": -0.17099493288545053, "alpha_spy_m1d": -0.16084037013332475, "alpha_c_m1d": -0.17395721538886022, "bench_spy_m1d": -0.010154562752125784, "bench_c_m1d": 0.0029622825034096856, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.5669477127222857, "ret_signed_p1d": 0.5669477127222857, "alpha_spy_p1d": 0.5585242500893006, "alpha_c_p1d": 0.5633413633282471, "bench_spy_p1d": 0.008423462632985101, "bench_c_p1d": 0.0036063493940385882, "ret_p1w": 1.2293423043692306, "ret_signed_p1w": 1.2293423043692306, "alpha_spy_p1w": 1.2167521882172698, "alpha_c_p1w": 1.228827314071741, "bench_spy_p1w": 0.012590116151960817, "bench_c_p1w": 0.0005149902974896925, "ret_p1m": 0.264418285355956, "ret_signed_p1m": 0.264418285355956, "alpha_spy_p1m": 0.2220726531466075, "alpha_c_p1m": 0.2769131020449217, "bench_spy_p1m": 0.042345632209348505, "bench_c_p1m": -0.012494816688965682, "ret_p3m": -0.15716694459920877, "ret_signed_p3m": -0.15716694459920877, "alpha_spy_p3m": -0.2477645274375504, "alpha_c_p3m": -0.08862909590005785, "bench_spy_p3m": 0.09059758283834163, "bench_c_p3m": -0.06853784869915092, "ret_p6m": -0.32951098089248354, "ret_signed_p6m": -0.32951098089248354, "alpha_spy_p6m": -0.3511849494110514, "alpha_c_p6m": -0.27057977152883217, "bench_spy_p6m": 0.021673968518567843, "bench_c_p6m": -0.05893120936365137, "ret_p1y": -0.1305227312538022, "ret_signed_p1y": -0.1305227312538022, "alpha_spy_p1y": -0.33744503561278005, "alpha_c_p1y": -0.02734639420252305, "bench_spy_p1y": 0.20692230435897785, "bench_c_p1y": -0.10317633705127915, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.264418285355956, "alpha_spy_stated": 0.2220726531466075, "alpha_c_stated": 0.2769131020449217, "price_path": [-0.6344, -0.6371, -0.6459, -0.6479, -0.6631, -0.6675, -0.6658, -0.6516, -0.6644, -0.6678, -0.6728, -0.6658, -0.653, -0.6526, -0.6614, -0.6553, -0.6664, -0.6573, -0.6624, -0.6624, -0.6728, -0.571, -0.5444, -0.5538, -0.5616, -0.5744, -0.5734, -0.5683, -0.5744, -0.5686, -0.5727, -0.5774, -0.5896, -0.5835, -0.5892, -0.5801, -0.6007, -0.6182, -0.6155, -0.6327, -0.6051, -0.6358, -0.6432, -0.6509, -0.6472, -0.6553, -0.6607, -0.6293, -0.6081, -0.5953, -0.5784, -0.543, -0.5538, -0.5659, -0.5734, -0.5769, -0.5295, -0.5302, -0.5029, -0.5228, -0.5194, -0.2583, -0.171, 0.0, 0.5669, 1.8506, 1.169, 1.1852, 1.2293, 0.9815, 1.2344, 1.2766, 1.3029, 1.3302, 1.3056, 1.2132, 1.2705, 1.0658, 0.9562, 0.7639, 0.6351, 0.3474, 0.2007, 0.3039, 0.2644, 0.4189, 0.4698, 0.3585, 0.3828, 0.3309, 0.2631, 0.1771, 0.1325, 0.0728, 0.0415, 0.0476, 0.1902, 0.1605, 0.1562, 0.0715, -0.0293, -0.0681, -0.1076, -0.1636, -0.0408, 0.0401, 0.1342, 0.1258, 0.0637, -0.0071, -0.1062, -0.1612, -0.1164, -0.2121, -0.1649, -0.118, -0.1174, -0.1423, 0.0017, -0.0924, -0.0698, -0.0965, -0.0422, -0.1167, -0.0634, -0.0877, -0.1572, -0.2172, -0.2772, -0.259, -0.2411, -0.2685, -0.339, -0.3228, -0.3049, -0.2675, -0.2617, -0.2782, -0.3238, -0.3595, -0.3562, -0.2708, -0.3049, -0.3137, -0.2118, -0.258, -0.3305, -0.3585, -0.3245, -0.2853, -0.2776, -0.2927, -0.3386, -0.3349, -0.1862, -0.2096, -0.1808, -0.1363, -0.1126, -0.1902, -0.2492, -0.3056, -0.2388, -0.2492, -0.2094, -0.2975, -0.3248, -0.3491, -0.3535, -0.1956, -0.2239, -0.1568, -0.1325, -0.1902, -0.254, -0.318, -0.3204, -0.3255, -0.3484, -0.3221, -0.3835, -0.4098, -0.3912, -0.3528, -0.3825, -0.4435, -0.4148, -0.3899, -0.3572, -0.3295]}
{"unit_id": "reply:1865131422027018391", "ticker_idx": 0, "ts": "2024-12-06T20:29:18+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like their chances in obesity!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SRRK on obesity trial prospects; subgroup data consistent across age cohorts supports translation from SMA.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Anonym64382296 Age differences are possible.  Interestingly SRRK subgroup analysis showed the same results in both the youngest and oldest cohorts.  I like their chances in obesity!", "reply_text": null, "parent_text": "@A_May_MD Nice summary and I like SRRK. One reason the SMA data may not translate to obese adults is that the SMA patients are 2-21 years of age. Doesn’t mean it won’t translate, but that would be one possible outcome.", "quoted_text": null, "parent_author": "Anonym64382296", "ret_m1d": -0.03968799119477906, "ret_signed_m1d": -0.03968799119477906, "alpha_spy_m1d": -0.037795883261719676, "alpha_c_m1d": -0.04537145304590651, "bench_spy_m1d": -0.0018921079330593837, "bench_c_m1d": 0.005683461851127447, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.043358554325130694, "ret_signed_p1d": 0.043358554325130694, "alpha_spy_p1d": 0.04850812544186689, "alpha_c_p1d": 0.04044778558801365, "bench_spy_p1d": -0.005149571116736196, "bench_c_p1d": 0.002910768737117042, "ret_p1w": -0.03693509072529744, "ret_signed_p1w": -0.03693509072529744, "alpha_spy_p1w": -0.031012402441957798, "alpha_c_p1w": -0.014132205509234552, "bench_spy_p1w": -0.005922688283339639, "bench_c_p1w": -0.022802885216062885, "ret_p1m": -0.06285849205954008, "ret_signed_p1m": -0.06285849205954008, "alpha_spy_p1m": -0.03598170504594089, "alpha_c_p1m": -0.04058098893139994, "bench_spy_p1m": -0.02687678701359919, "bench_c_p1m": -0.02227750312814014, "ret_p3m": -0.1789401057526142, "ret_signed_p3m": -0.1789401057526142, "alpha_spy_p3m": -0.10151627480538172, "alpha_c_p3m": -0.1856957161331657, "bench_spy_p3m": -0.07742383094723249, "bench_c_p3m": 0.006755610380551502, "ret_p6m": -0.2427162604730242, "ret_signed_p6m": -0.2427162604730242, "alpha_spy_p6m": -0.23842076656552358, "alpha_c_p6m": -0.19151169720394057, "bench_spy_p6m": -0.004295493907500614, "bench_c_p6m": -0.051204563269083625, "ret_p1y": 0.03349389950359938, "ret_signed_p1y": 0.03349389950359938, "alpha_spy_p1y": -0.11148442575080986, "alpha_c_p1y": -0.03981828611519478, "bench_spy_p1y": 0.14497832525440923, "bench_c_p1y": 0.07331218561879416, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06285849205954008, "alpha_spy_stated": -0.03598170504594089, "alpha_c_stated": -0.04058098893139994, "price_path": [-0.8052, -0.7938, -0.8006, -0.8105, -0.8034, -0.8142, -0.811, -0.8103, -0.8048, -0.7846, -0.8011, -0.8018, -0.8025, -0.8016, -0.7997, -0.8162, -0.8291, -0.8314, -0.8378, -0.8298, -0.2136, -0.3235, -0.3629, -0.4003, -0.3918, -0.3457, -0.3453, -0.3347, -0.329, -0.2992, -0.3127, -0.3324, -0.3588, -0.3345, -0.3138, -0.3019, -0.2904, -0.3122, -0.3476, -0.348, -0.3652, -0.3432, -0.3203, -0.3359, -0.3329, -0.3542, -0.3884, -0.3719, -0.3691, -0.3923, -0.3948, -0.3609, -0.3609, -0.3882, -0.3136, -0.1347, -0.1498, -0.1248, -0.0847, -0.1292, -0.0966, -0.0876, -0.0397, 0.0, 0.0434, 0.0213, -0.0323, -0.0445, -0.0369, -0.0165, 0.0014, -0.0537, -0.0344, 0.0273, 0.0085, 0.0452, 0.0491, 0.02, -0.0156, -0.0085, 0.0131, 0.0362, -0.0167, -0.0713, -0.0629, -0.0711, -0.0227, -0.0473, 0.0167, 0.0071, -0.0106, 0.0296, 0.072, 0.0415, 0.0037, -0.0241, -0.0287, -0.0236, -0.0732, -0.0736, -0.0812, -0.0818, -0.039, -0.0658, -0.0835, -0.125, -0.1505, -0.1468, -0.1367, -0.1496, -0.1523, -0.128, -0.1019, -0.1351, -0.1475, -0.1661, -0.1507, -0.175, -0.1094, -0.1688, -0.1491, -0.1709, -0.1711, -0.1741, -0.1936, -0.2085, -0.1789, -0.2074, -0.2062, -0.2035, -0.2228, -0.2207, -0.2283, -0.2418, -0.2244, -0.2365, -0.2622, -0.2347, -0.2466, -0.2624, -0.3104, -0.2535, -0.2957, -0.3829, -0.4026, -0.4386, -0.3792, -0.3964, -0.3577, -0.3363, -0.3067, -0.3173, -0.2946, -0.3161, -0.2741, -0.254, -0.2113, -0.2473, -0.2735, -0.2482, -0.245, -0.2485, -0.245, -0.2528, -0.3276, -0.3187, -0.2891, -0.2964, -0.2553, -0.2797, -0.2994, -0.2927, -0.2992, -0.3081, -0.2764, -0.2953, -0.3012, -0.3118, -0.301, -0.3379, -0.3154, -0.3345, -0.3173, -0.2902, -0.293, -0.2143, -0.2147, -0.2184, -0.2104, -0.2427]}
{"unit_id": "orig:1861402946891849816", "ticker_idx": 0, "ts": "2024-11-26T13:33:40+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY Retatrutide is going to have greater WL than MariTide", "tweet_type": "prediction", "timeline": "unspecified", "summary": "LLY Retatrutide will outperform AMGN MariTide on weight loss vs prior sellside expectations of a big gap; bullish LLY, bearish AMGN.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "I mean...the $LLY TZP and $AMGN MariTide WL lines are overlapping.  Sellside was projecting a big gap (look at the stifel projection here).  I didn't hear a single person pitch this as equal efficacy to TZP.\n\n$LLY Retatrutide is going to have greater WL than MariTide.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.043480517527350604, "ret_signed_m1d": -0.043480517527350604, "alpha_spy_m1d": -0.038286154348353474, "alpha_c_m1d": -0.038286154348353474, "bench_spy_m1d": -0.00519436317899713, "bench_c_m1d": -0.00519436317899713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00143163525419987, "ret_signed_p1d": -0.00143163525419987, "alpha_spy_p1d": 0.0015984531429954485, "alpha_c_p1d": 0.0015984531429954485, "bench_spy_p1d": -0.0030300883971953185, "bench_c_p1d": -0.0030300883971953185, "ret_p1w": 0.051335399505185064, "ret_signed_p1w": 0.051335399505185064, "alpha_spy_p1w": 0.039664700705761335, "alpha_c_p1w": 0.039664700705761335, "bench_spy_p1w": 0.011670698799423729, "bench_c_p1w": 0.011670698799423729, "ret_p1m": -0.007791566413766549, "ret_signed_p1m": -0.007791566413766549, "alpha_spy_p1m": -0.0017358488343072187, "alpha_c_p1m": -0.0017358488343072187, "bench_spy_p1m": -0.00605571757945933, "bench_c_p1m": -0.00605571757945933, "ret_p3m": 0.1799046092401797, "ret_signed_p3m": 0.1799046092401797, "alpha_spy_p3m": 0.20473642165282968, "alpha_c_p3m": 0.20473642165282968, "bench_spy_p3m": -0.02483181241264998, "bench_c_p3m": -0.02483181241264998, "ret_p6m": -0.04988891245200622, "ret_signed_p6m": -0.04988891245200622, "alpha_spy_p6m": -0.04296955901328259, "alpha_c_p6m": -0.04296955901328259, "bench_spy_p6m": -0.00691935343872363, "bench_c_p6m": -0.00691935343872363, "ret_p1y": 0.350251616833279, "ret_signed_p1y": 0.350251616833279, "alpha_spy_p1y": 0.20392610845425851, "alpha_c_p1y": 0.20392610845425851, "bench_spy_p1y": 0.14632550837902047, "bench_c_p1y": 0.14632550837902047, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007791566413766549, "alpha_spy_stated": -0.0017358488343072187, "alpha_c_stated": -0.0017358488343072187, "price_path": [0.2002, 0.1892, 0.2143, 0.2098, 0.1969, 0.1545, 0.1418, 0.1488, 0.1399, 0.1648, 0.1826, 0.1683, 0.1681, 0.1462, 0.1446, 0.1574, 0.1655, 0.1618, 0.1692, 0.1694, 0.1501, 0.1102, 0.1206, 0.1187, 0.127, 0.1201, 0.1221, 0.1363, 0.1557, 0.1633, 0.1519, 0.1789, 0.1757, 0.1552, 0.1591, 0.16, 0.1611, 0.1461, 0.1499, 0.1424, 0.1274, 0.1291, 0.1328, 0.1429, 0.0711, 0.0495, 0.0358, 0.0196, 0.0195, -0.018, 0.0086, 0.0517, 0.0529, 0.0357, 0.0268, -0.0056, -0.0546, -0.0787, -0.0755, -0.0455, -0.0499, -0.0523, -0.0435, 0.0, -0.0014, 0.0076, 0.0133, 0.0304, 0.0513, 0.046, 0.0474, 0.0181, 0.013, 0.0085, -0.0088, -0.0003, -0.0131, -0.0136, -0.0312, -0.0403, -0.0273, 0.0088, 0.008, 0.0061, -0.0078, -0.0196, -0.0219, -0.0143, -0.0093, -0.0307, -0.0203, -0.0027, 0.0134, 0.0103, -0.0563, -0.0539, -0.0402, -0.0806, -0.0595, -0.0448, -0.0288, -0.005, 0.0239, 0.0199, 0.0187, 0.043, 0.0276, 0.0267, 0.0466, 0.067, 0.1027, 0.1127, 0.1008, 0.0959, 0.106, 0.1046, 0.0715, 0.0879, 0.1004, 0.1081, 0.1088, 0.1186, 0.1445, 0.1612, 0.1487, 0.1684, 0.1799, 0.1562, 0.1799, 0.1584, 0.1036, 0.053, 0.0458, 0.043, 0.0174, 0.0324, 0.0467, 0.0438, 0.0622, 0.0693, 0.063, 0.0976, 0.0817, 0.0492, 0.0428, 0.0438, 0.0482, 0.0219, 0.0384, 0.0014, -0.0631, -0.0815, -0.0783, -0.0435, -0.0851, -0.0705, -0.0427, -0.0391, -0.0673, 0.066, 0.0381, 0.0502, 0.0526, 0.0911, 0.1226, 0.1134, 0.1234, 0.1409, 0.0078, 0.0453, 0.0425, -0.0163, -0.0143, -0.0463, -0.0678, -0.0411, -0.0532, -0.0919, -0.0694, -0.0368, -0.0397, -0.05, -0.0781, -0.0905, -0.0924, -0.0777, -0.0852, -0.0811, -0.0619, -0.0499]}
{"unit_id": "thread:1834310715374518750", "ticker_idx": 0, "ts": "2024-09-12T19:18:49+00:00", "symbol": "TIL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IMO $TIL can keep going", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TIL can keep running; BNTX also bullish given same MOA as TIL and slightly ahead on development timeline vs SMMT comp.", "resolved_tickers": ["TIL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "IMO $TIL can keep going.\n\n$TIL Market cap still ~$300M at the moment.\n\n$BNTX has added ~$3B (~$13/share) following the $SMMT news.  BTNX drug has same MOA as TIL, and is in the same developmental stage. \n\nAnd Of course $SMMT &gt;$20B market cap.\n\n---\n\n$BNTX Roughly same dev stage - looks like they’re probably slightly ahead on timeline", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.36181661207910853, "ret_signed_m1d": -0.36181661207910853, "alpha_spy_m1d": -0.35346351147691557, "alpha_c_m1d": -0.35822322170626364, "bench_spy_m1d": -0.008353100602192964, "bench_c_m1d": -0.0035933903728448957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.8191992748298125, "ret_signed_p1d": 0.8191992748298125, "alpha_spy_p1d": 0.8139764915819665, "alpha_c_p1d": 0.8171459089024726, "bench_spy_p1d": 0.005222783247845975, "bench_c_p1d": 0.0020533659273398452, "ret_p1w": 0.2645286516941574, "ret_signed_p1w": 0.2645286516941574, "alpha_spy_p1w": 0.2432619163812586, "alpha_c_p1w": 0.2640155119578449, "bench_spy_p1w": 0.0212667353128988, "bench_c_p1w": 0.0005131397363125068, "ret_p1m": -0.09448987249583507, "ret_signed_p1m": -0.09448987249583507, "alpha_spy_p1m": -0.13431835823848048, "alpha_c_p1m": -0.08566007621543748, "bench_spy_p1m": 0.039828485742645414, "bench_c_p1m": -0.008829796280397595, "ret_p3m": -0.5004304876917305, "ret_signed_p3m": -0.5004304876917305, "alpha_spy_p3m": -0.5902786755139009, "alpha_c_p3m": -0.4159216084173607, "bench_spy_p3m": 0.08984818782217041, "bench_c_p3m": -0.08450887927436979, "ret_p6m": -0.5344382353206818, "ret_signed_p6m": -0.5344382353206818, "alpha_spy_p6m": -0.5553907207888615, "alpha_c_p6m": -0.4840301999579196, "bench_spy_p6m": 0.020952485468179738, "bench_c_p6m": -0.05040803536276217, "ret_p1y": -0.5038743071184419, "ret_signed_p1y": -0.5038743071184419, "alpha_spy_p1y": -0.6990670444156295, "alpha_c_p1y": -0.3974753325505834, "bench_spy_p1y": 0.19519273729718756, "bench_c_p1y": -0.10639897456785852, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09448987249583507, "alpha_spy_stated": -0.13431835823848048, "alpha_c_stated": -0.08566007621543748, "price_path": [-0.7684, -0.774, -0.7753, -0.785, -0.7878, -0.7867, -0.7777, -0.7858, -0.788, -0.7912, -0.7867, -0.7785, -0.7783, -0.7839, -0.78, -0.7871, -0.7813, -0.7845, -0.7845, -0.7912, -0.7262, -0.7092, -0.7152, -0.7202, -0.7284, -0.7277, -0.7245, -0.7284, -0.7247, -0.7273, -0.7303, -0.7381, -0.7342, -0.7378, -0.732, -0.7452, -0.7563, -0.7546, -0.7656, -0.748, -0.7675, -0.7723, -0.7772, -0.7749, -0.78, -0.7835, -0.7635, -0.7499, -0.7417, -0.731, -0.7084, -0.7152, -0.723, -0.7277, -0.73, -0.6997, -0.7002, -0.6827, -0.6954, -0.6933, -0.5267, -0.4709, -0.3618, 0.0, 0.8192, 0.3842, 0.3945, 0.4227, 0.2645, 0.426, 0.4529, 0.4697, 0.4871, 0.4714, 0.4124, 0.449, 0.3183, 0.2484, 0.1257, 0.0435, -0.1401, -0.2337, -0.1679, -0.1931, -0.0945, -0.062, -0.133, -0.1175, -0.1507, -0.1939, -0.2488, -0.2772, -0.3153, -0.3353, -0.3315, -0.2404, -0.2594, -0.2622, -0.3162, -0.3805, -0.4053, -0.4305, -0.4662, -0.3879, -0.3362, -0.2762, -0.2815, -0.3211, -0.3663, -0.4296, -0.4647, -0.4361, -0.4972, -0.4671, -0.4372, -0.4367, -0.4526, -0.3607, -0.4208, -0.4064, -0.4234, -0.3887, -0.4363, -0.4023, -0.4178, -0.4621, -0.5004, -0.5387, -0.5271, -0.5157, -0.5331, -0.5781, -0.5678, -0.5564, -0.5325, -0.5288, -0.5394, -0.5684, -0.5913, -0.5891, -0.5347, -0.5564, -0.562, -0.497, -0.5265, -0.5728, -0.5906, -0.5689, -0.5439, -0.539, -0.5486, -0.5779, -0.5755, -0.4806, -0.4956, -0.4772, -0.4488, -0.4337, -0.4832, -0.5209, -0.5568, -0.5142, -0.5209, -0.4955, -0.5517, -0.5691, -0.5846, -0.5874, -0.4867, -0.5047, -0.4619, -0.4464, -0.4832, -0.5239, -0.5648, -0.5663, -0.5695, -0.5842, -0.5674, -0.6065, -0.6233, -0.6115, -0.587, -0.6059, -0.6449, -0.6266, -0.6106, -0.5898, -0.5721, -0.5344]}
{"unit_id": "thread:1834310715374518750", "ticker_idx": 1, "ts": "2024-09-12T19:18:49+00:00", "symbol": "BNTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BNTX Roughly same dev stage - looks like they're probably slightly ahead on timeline", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TIL can keep running; BNTX also bullish given same MOA as TIL and slightly ahead on development timeline vs SMMT comp.", "resolved_tickers": ["BNTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "IMO $TIL can keep going.\n\n$TIL Market cap still ~$300M at the moment.\n\n$BNTX has added ~$3B (~$13/share) following the $SMMT news.  BTNX drug has same MOA as TIL, and is in the same developmental stage. \n\nAnd Of course $SMMT &gt;$20B market cap.\n\n---\n\n$BNTX Roughly same dev stage - looks like they’re probably slightly ahead on timeline", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.054571460542224726, "ret_signed_m1d": -0.054571460542224726, "alpha_spy_m1d": -0.04621835994003176, "alpha_c_m1d": -0.05097807016937983, "bench_spy_m1d": -0.008353100602192964, "bench_c_m1d": -0.0035933903728448957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.17523810977027532, "ret_signed_p1d": 0.17523810977027532, "alpha_spy_p1d": 0.17001532652242934, "alpha_c_p1d": 0.17318474384293547, "bench_spy_p1d": 0.005222783247845975, "bench_c_p1d": 0.0020533659273398452, "ret_p1w": 0.07152382986886163, "ret_signed_p1w": 0.07152382986886163, "alpha_spy_p1w": 0.050257094555962833, "alpha_c_p1w": 0.07101069013254913, "bench_spy_p1w": 0.0212667353128988, "bench_c_p1w": 0.0005131397363125068, "ret_p1m": 0.1478094918387276, "ret_signed_p1m": 0.1478094918387276, "alpha_spy_p1m": 0.10798100609608219, "alpha_c_p1m": 0.1566392881191252, "bench_spy_p1m": 0.039828485742645414, "bench_c_p1m": -0.008829796280397595, "ret_p3m": 0.13657139369419635, "ret_signed_p3m": 0.13657139369419635, "alpha_spy_p3m": 0.04672320587202594, "alpha_c_p3m": 0.22108027296856614, "bench_spy_p3m": 0.08984818782217041, "bench_c_p3m": -0.08450887927436979, "ret_p6m": -0.03942856561569941, "ret_signed_p6m": -0.03942856561569941, "alpha_spy_p6m": -0.060381051083879145, "alpha_c_p6m": 0.010979469747062764, "bench_spy_p6m": 0.020952485468179738, "bench_c_p6m": -0.05040803536276217, "ret_p1y": -0.054666646321614554, "ret_signed_p1y": -0.054666646321614554, "alpha_spy_p1y": -0.2498593836188021, "alpha_c_p1y": 0.051732328246243964, "bench_spy_p1y": 0.19519273729718756, "bench_c_p1y": -0.10639897456785852, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1478094918387276, "alpha_spy_stated": 0.10798100609608219, "alpha_c_stated": 0.1566392881191252, "price_path": [-0.0675, -0.0857, -0.123, -0.1577, -0.1784, -0.1821, -0.1939, -0.1751, -0.1964, -0.2141, -0.2345, -0.2347, -0.2492, -0.2499, -0.2394, -0.2372, -0.2334, -0.2332, -0.2257, -0.1933, -0.191, -0.1976, -0.1731, -0.1765, -0.1774, -0.1861, -0.1802, -0.1857, -0.2082, -0.1935, -0.1815, -0.1751, -0.1739, -0.179, -0.2316, -0.219, -0.2537, -0.2429, -0.2452, -0.233, -0.2305, -0.2322, -0.211, -0.1919, -0.169, -0.1887, -0.1435, -0.1569, -0.1525, -0.1692, -0.1601, -0.1666, -0.1704, -0.16, -0.1657, -0.1598, -0.1619, -0.1522, -0.1414, -0.1434, -0.0426, -0.0416, -0.0546, 0.0, 0.1752, 0.1759, 0.1877, 0.1011, 0.0715, 0.0693, 0.0767, 0.1283, 0.1029, 0.1204, 0.1259, 0.1311, 0.1422, 0.1333, 0.141, 0.1684, 0.1576, 0.1457, 0.1188, 0.1273, 0.1478, 0.1442, 0.1193, 0.1213, 0.0902, 0.0645, 0.0627, 0.056, 0.057, 0.0641, 0.0522, 0.0787, 0.0858, 0.0851, 0.0771, 0.0617, 0.0378, 0.0569, 0.0156, 0.0274, 0.0537, 0.0355, 0.0126, 0.0617, -0.0137, -0.0503, -0.0298, 0.0133, -0.0272, 0.0308, 0.0774, 0.1501, 0.129, 0.1497, 0.1275, 0.1162, 0.1009, 0.0924, 0.1318, 0.1592, 0.1507, 0.1129, 0.1366, 0.1494, 0.1465, 0.0878, 0.118, 0.063, 0.0604, 0.077, 0.081, 0.087, 0.0835, 0.0852, 0.0722, 0.0852, 0.0981, 0.1028, 0.1449, 0.2084, 0.1633, 0.17, 0.0832, 0.0708, 0.0826, 0.0739, 0.066, 0.1167, 0.0969, 0.163, 0.1251, 0.1405, 0.1838, 0.1539, 0.1512, 0.1788, 0.1411, 0.1156, 0.1655, 0.1423, 0.1201, 0.0978, 0.0905, 0.0656, 0.1693, 0.1412, 0.169, 0.1389, 0.1227, 0.143, 0.1141, 0.0569, 0.0857, 0.0362, 0.0754, 0.0625, 0.0443, 0.093, 0.0555, 0.036, 0.0033, -0.063, -0.0447, -0.0718, -0.0527, -0.0394]}
{"unit_id": "orig:1853533817459401171", "ticker_idx": 1, "ts": "2024-11-04T20:24:33+00:00", "symbol": "TARS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $VRNA and $TARS as buyout targets… the fact that I'm long both", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long both VRNA and TARS as potential buyout targets; author discloses held positions.", "resolved_tickers": ["TARS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Just for fun and since I’m apparently “too negative” - I like $VRNA and $TARS as buyout targets.\n\nPosting this is almost certainly the kiss of death to ensure it never happens, and the fact that I’m long both makes me heavily biased, but I’m here for style points if it actually plays out 😅", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.023587971741686253, "ret_signed_m1d": 0.023587971741686253, "alpha_spy_m1d": 0.021429211002403692, "alpha_c_m1d": 0.016978983838263018, "bench_spy_m1d": 0.0021587607392825614, "bench_c_m1d": 0.006608987903423236, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01190216939963884, "ret_signed_p1d": -0.01190216939963884, "alpha_spy_p1d": -0.02399409360339355, "alpha_c_p1d": -0.019260677461835796, "bench_spy_p1d": 0.012091924203754711, "bench_c_p1d": 0.007358508062196956, "ret_p1w": 0.062107829548657234, "ret_signed_p1w": 0.062107829548657234, "alpha_spy_p1w": 0.011301415226414369, "alpha_c_p1w": 0.04486982627292124, "bench_spy_p1w": 0.050806414322242865, "bench_c_p1w": 0.01723800327573599, "ret_p1m": 0.11750704204191065, "ret_signed_p1m": 0.11750704204191065, "alpha_spy_p1m": 0.05108131382910064, "alpha_c_p1m": 0.11771128201683845, "bench_spy_p1m": 0.06642572821281001, "bench_c_p1m": -0.0002042399749278001, "ret_p3m": 0.15386281651627742, "ret_signed_p3m": 0.15386281651627742, "alpha_spy_p3m": 0.08620750855891357, "alpha_c_p3m": 0.14693967893355042, "bench_spy_p3m": 0.06765530795736385, "bench_c_p3m": 0.006923137582727001, "ret_p6m": 0.020125520960857957, "ret_signed_p6m": 0.020125520960857957, "alpha_spy_p6m": 0.022130802862893595, "alpha_c_p6m": 0.0984883657612059, "bench_spy_p6m": -0.0020052819020356383, "bench_c_p6m": -0.07836284480034794, "ret_p1y": 0.4734905363971327, "ret_signed_p1y": 0.4734905363971327, "alpha_spy_p1y": 0.28281406967673384, "alpha_c_p1y": 0.4613847827735005, "bench_spy_p1y": 0.19067646672039884, "bench_c_p1y": 0.012105753623632198, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11750704204191065, "alpha_spy_stated": 0.05108131382910064, "alpha_c_stated": 0.11771128201683845, "price_path": [-0.4992, -0.509, -0.4891, -0.419, -0.4328, -0.4278, -0.4231, -0.4166, -0.4441, -0.4263, -0.4324, -0.4356, -0.4523, -0.4475, -0.4023, -0.4159, -0.4248, -0.4027, -0.4133, -0.4337, -0.3718, -0.409, -0.338, -0.3237, -0.3196, -0.3118, -0.314, -0.2802, -0.3101, -0.3281, -0.2956, -0.2512, -0.2532, -0.282, -0.2852, -0.2993, -0.2826, -0.2965, -0.2882, -0.3012, -0.2913, -0.3017, -0.2666, -0.2813, -0.2642, -0.2484, -0.2318, -0.2272, -0.2106, -0.1932, -0.1865, -0.1978, -0.2075, -0.2112, -0.1777, -0.156, -0.1584, -0.1472, -0.1415, -0.0506, -0.032, -0.0372, 0.0236, 0.0, -0.0119, 0.0128, 0.0126, 0.0695, 0.0621, 0.0294, 0.0064, 0.0095, -0.0299, -0.0342, 0.0147, 0.008, 0.0041, 0.0439, 0.0457, 0.0747, 0.1002, 0.135, 0.0911, 0.0907, 0.1175, 0.0889, 0.1208, 0.0963, 0.0961, 0.1283, 0.1054, 0.1361, 0.1195, 0.1526, 0.1404, 0.1253, 0.145, 0.1775, 0.1694, 0.1762, 0.1902, 0.1837, 0.1982, 0.1935, 0.2047, 0.2162, 0.1919, 0.1954, 0.1402, 0.0175, -0.0407, 0.0076, 0.0154, 0.0067, 0.0115, 0.0411, 0.063, 0.0556, 0.1134, 0.105, 0.1485, 0.1197, 0.1634, 0.1716, 0.1794, 0.2322, 0.1539, 0.1459, 0.1201, 0.1084, 0.1324, 0.1303, 0.0868, 0.1004, 0.0723, 0.0543, 0.0353, -0.0145, -0.1065, -0.079, -0.0576, -0.0374, -0.0755, -0.037, -0.0361, -0.0571, 0.0056, -0.0351, 0.0203, 0.0193, 0.0056, 0.0407, 0.0277, -0.0009, 0.0723, 0.0801, 0.0814, 0.1331, 0.1108, 0.1039, 0.0961, 0.1197, 0.1117, 0.0586, 0.1143, 0.0723, 0.0175, 0.0277, -0.0342, -0.0074, -0.0452, 0.0048, 0.0543, 0.063, 0.0688, 0.0658, 0.0498, 0.0699, 0.082, 0.0814, 0.082, 0.076, 0.1015, 0.1233, 0.0885, 0.0249, 0.0387, 0.0052, 0.0247, 0.0201]}
{"unit_id": "reply:1892654653172514846", "ticker_idx": 0, "ts": "2025-02-20T19:16:47+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Each day spent in the $30s is an affront to the natural order. The stock being red after today's numbers is an abomination.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish BBIO; trading in the $30s after today's numbers is unjustifiably cheap.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MattBiotech Each day spent in the $30s is an affront to the natural order.  The stock being red after today’s numbers is an abomination.  This market should be ashamed of itself. https://t.co/Ml5zzFSM02", "reply_text": null, "parent_text": "@A_May_MD Damn do I gotta buy $BBIO\n\nBut everyone’s doing it…", "quoted_text": null, "parent_author": "MattBiotech", "ret_m1d": -0.013992647340802078, "ret_signed_m1d": -0.013992647340802078, "alpha_spy_m1d": -0.018170475954122356, "alpha_c_m1d": -0.008422796085504558, "bench_spy_m1d": 0.004177828613320278, "bench_c_m1d": -0.00556985125529752, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0012226102043799703, "ret_signed_p1d": 0.0012226102043799703, "alpha_spy_p1d": 0.018326616340988422, "alpha_c_p1d": 0.006588810397504252, "bench_spy_p1d": -0.01710400613660845, "bench_c_p1d": -0.005366200193124282, "ret_p1w": -0.06941992348839832, "ret_signed_p1w": -0.06941992348839832, "alpha_spy_p1w": -0.027921027164596657, "alpha_c_p1w": -0.06941992348839832, "bench_spy_p1w": -0.04149889632380166, "bench_c_p1w": 0.0, "ret_p1m": -0.05529139602060895, "ret_signed_p1m": -0.05529139602060895, "alpha_spy_p1m": 0.017947281089493505, "alpha_c_p1m": -0.05108006573544033, "bench_spy_p1m": -0.07323867711010246, "bench_c_p1m": -0.004211330285168624, "ret_p3m": -0.10772993125149644, "ret_signed_p3m": -0.10772993125149644, "alpha_spy_p3m": -0.0655158295619458, "alpha_c_p3m": -0.004952334096807842, "bench_spy_p3m": -0.04221410168955064, "bench_c_p3m": -0.1027775971546886, "ret_p6m": 0.3647601990421021, "ret_signed_p6m": 0.3647601990421021, "alpha_spy_p6m": 0.317303902392166, "alpha_c_p6m": 0.4258461982486784, "bench_spy_p6m": 0.047456296649936114, "bench_c_p6m": -0.061085999206576314, "ret_p1y": 0.8451298220084347, "ret_signed_p1y": 0.8451298220084347, "alpha_spy_p1y": 0.7140255182764195, "alpha_c_p1y": 0.7492965884002272, "bench_spy_p1y": 0.1311043037320152, "bench_c_p1y": 0.0958332336082075, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05529139602060895, "alpha_spy_stated": 0.017947281089493505, "alpha_c_stated": -0.05108006573544033, "price_path": [-0.3555, -0.3927, -0.3876, -0.374, -0.3686, -0.3637, -0.2612, -0.2816, -0.2531, -0.264, -0.2773, -0.2778, -0.2637, -0.2756, -0.2178, -0.1985, -0.211, -0.2126, -0.2482, -0.2531, -0.2471, -0.2441, -0.2941, -0.2879, -0.2803, -0.2455, -0.2248, -0.2286, -0.2395, -0.2577, -0.2544, -0.2338, -0.236, -0.2322, -0.2161, -0.1998, -0.2099, -0.0835, -0.0326, -0.049, -0.0732, -0.0819, -0.0197, -0.0262, 0.0077, 0.0213, -0.0037, -0.0134, -0.0094, -0.0227, -0.0705, -0.1569, -0.1039, -0.0887, -0.1115, -0.1346, -0.1371, -0.1545, -0.1319, -0.1425, -0.0518, -0.0357, -0.014, 0.0, 0.0012, -0.0151, -0.0667, -0.0912, -0.0694, -0.0518, -0.1031, -0.0887, -0.0499, -0.1243, -0.1422, -0.1469, -0.1213, -0.1145, -0.1221, -0.1042, -0.1031, -0.1254, -0.083, -0.0787, -0.0553, 0.0113, -0.0018, -0.0192, -0.011, -0.0461, -0.0607, -0.1028, -0.0594, -0.0743, -0.1477, -0.1667, -0.1811, -0.1066, -0.1221, -0.0787, -0.0531, -0.0697, -0.0803, -0.0797, -0.0895, -0.0713, -0.0428, -0.023, -0.0136, -0.0249, -0.0105, 0.0422, 0.0433, 0.048, 0.0384, 0.0037, -0.0268, -0.0531, -0.0716, -0.0306, -0.0963, -0.0855, -0.0833, -0.0806, -0.0846, -0.0841, -0.1077, -0.1042, -0.0941, -0.1007, -0.1235, -0.0933, -0.0694, -0.0365, 0.0194, 0.033, 0.0417, 0.0493, 0.0605, 0.0893, 0.061, 0.0773, 0.0808, 0.1178, 0.0887, 0.0868, 0.1338, 0.1459, 0.2077, 0.2058, 0.2259, 0.2189, 0.1732, 0.1623, 0.1637, 0.1952, 0.1819, 0.1735, 0.2493, 0.2572, 0.2626, 0.2957, 0.276, 0.2797, 0.2699, 0.2637, 0.2471, 0.2436, 0.255, 0.2406, 0.258, 0.2561, 0.2585, 0.2395, 0.2843, 0.2871, 0.2974, 0.337, 0.2175, 0.2485, 0.2656, 0.3107, 0.3338, 0.3688, 0.3906, 0.3944, 0.3319, 0.3289, 0.3281, 0.3648]}
{"unit_id": "reply:1899171864288592273", "ticker_idx": 0, "ts": "2025-03-10T18:53:52+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is a high beta stock and as such should (and IMO will) be down much more than this", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS; expects it to fall significantly more as a high-beta stock, disagrees with bullish financial/growth outlook.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@HighBetaBrendan Hi High Beta Brendan.  $HIMS is a high beta stock (seems like you should know this) and as such should (and IMO will) be down much more than this. \n\nI also disagree on the rose-colored financial/growth outlook but imagine we will have to agree to disagree there.", "reply_text": null, "parent_text": "@A_May_MD Hims trades at 20 times EV / FCF for 2026 estimates with a large part of revenue recurring. Those consensus estimates have no GLP-1s in them except personalized and liraglutide. I don’t see it as expensive rn. Management for the last 4 years has executed flawlessly IMO.", "quoted_text": null, "parent_author": "HighBetaBrendan", "ret_m1d": 0.04293587147735356, "ret_signed_m1d": -0.04293587147735356, "alpha_spy_m1d": -0.015571492645175988, "alpha_c_m1d": -0.015571492645175988, "bench_spy_m1d": 0.02736437883217757, "bench_c_m1d": 0.02736437883217757, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006962513932995851, "ret_signed_p1d": -0.006962513932995851, "alpha_spy_p1d": -0.015275294367795511, "alpha_c_p1d": -0.015275294367795511, "bench_spy_p1d": -0.00831278043479966, "bench_c_p1d": -0.00831278043479966, "ret_p1w": 0.006382285994052328, "ret_signed_p1w": -0.006382285994052328, "alpha_spy_p1w": 0.005337821900220918, "alpha_c_p1w": 0.005337821900220918, "bench_spy_p1w": 0.011720107894273246, "bench_c_p1w": 0.011720107894273246, "ret_p1m": -0.24281985908971393, "ret_signed_p1m": 0.24281985908971393, "alpha_spy_p1m": 0.13113830068480126, "alpha_c_p1m": 0.13113830068480126, "bench_spy_p1m": -0.11168155840491267, "bench_c_p1m": -0.11168155840491267, "ret_p3m": 0.6495502929138488, "ret_signed_p3m": -0.6495502929138488, "alpha_spy_p3m": -0.5765832303018812, "alpha_c_p3m": -0.5765832303018812, "bench_spy_p3m": 0.07296706261196761, "bench_c_p3m": 0.07296706261196761, "ret_p6m": 0.38642295396334525, "ret_signed_p6m": -0.38642295396334525, "alpha_spy_p6m": -0.2193910398366794, "alpha_c_p6m": -0.2193910398366794, "bench_spy_p6m": 0.16703191412666585, "bench_c_p6m": 0.16703191412666585, "ret_p1y": -0.2492022557509298, "ret_signed_p1y": 0.2492022557509298, "alpha_spy_p1y": 0.4698528439988615, "alpha_c_p1y": 0.4698528439988615, "bench_spy_p1y": 0.2206505882479317, "bench_c_p1y": 0.2206505882479317, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24281985908971393, "alpha_spy_stated": 0.13113830068480126, "alpha_c_stated": 0.13113830068480126, "price_path": [-0.016, -0.0833, -0.007, -0.0534, -0.1044, -0.1242, -0.1271, -0.1291, -0.0934, -0.0972, -0.1717, -0.2353, -0.2399, -0.1993, -0.1833, -0.1735, -0.2295, -0.2698, -0.2985, -0.2689, -0.2274, -0.2196, -0.1973, -0.2536, -0.2628, -0.2486, -0.2396, -0.1918, -0.1894, -0.1921, -0.1352, -0.1378, -0.1039, -0.1044, -0.1149, -0.085, -0.0757, -0.0148, 0.0815, 0.1294, 0.2141, 0.2243, 0.1741, 0.2344, 0.2988, 0.2643, 0.3444, 0.7169, 0.7543, 0.6971, 0.9942, 0.9266, 0.4296, 0.4885, 0.1564, 0.2153, 0.1993, 0.3081, 0.1802, 0.1746, 0.1862, -0.0023, 0.0429, 0.0, 0.007, -0.0157, -0.085, -0.0386, 0.0064, -0.0865, -0.0171, -0.0464, 0.0081, 0.0853, 0.0746, -0.0322, -0.074, -0.1546, -0.1427, -0.0992, -0.0943, -0.188, -0.246, -0.1944, -0.2428, -0.1445, -0.2222, -0.21, -0.1787, -0.1453, -0.2182, -0.21, -0.2504, -0.2646, -0.2251, -0.1836, -0.1851, -0.1738, 0.0165, -0.0397, 0.049, 0.1842, 0.215, 0.4352, 0.5187, 0.4912, 0.5074, 0.6017, 0.8567, 0.7731, 0.6994, 0.8755, 0.8085, 0.7757, 0.6826, 0.5527, 0.5907, 0.548, 0.5474, 0.5202, 0.6408, 0.6469, 0.5878, 0.5553, 0.5309, 0.6342, 0.6496, 0.6028, 0.6699, 0.658, 0.6095, 0.7343, 0.7186, 0.7717, 0.8631, 0.2179, 0.246, 0.2013, 0.3426, 0.4334, 0.4462, 0.3914, 0.3768, 0.3919, 0.4047, 0.4204, 0.4865, 0.4584, 0.3893, 0.5094, 0.4639, 0.5042, 0.4502, 0.4616, 0.3809, 0.4508, 0.6832, 0.6629, 0.6725, 0.7023, 0.7485, 0.9011, 0.9199, 0.8146, 0.8378, 0.6107, 0.4833, 0.481, 0.5068, 0.45, 0.3914, 0.4021, 0.3673, 0.3351, 0.3084, 0.2237, 0.2585, 0.2753, 0.293, 0.2472, 0.3156, 0.2768, 0.28, 0.2286, 0.2048, 0.2898, 0.3957, 0.4044, 0.4401, 0.3864]}
{"unit_id": "quote:1866125034151989424", "ticker_idx": 0, "ts": "2024-12-09T14:17:33+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "important readthrough for $CGEM in autoimmune disease", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CGEM on AZN's CD3xCD19 TCE data showing CAR-T-level responses in oncology with strong autoimmune readthrough; also bullish AZN on impressive dataset.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "T cell engagers rule.  $JANX last week.  $AZN this week.\n\n$AZN at ASH has updated oncology data for their CD3xCD19 T Cell engager (with important readthrough for $CGEM in autoimmune disease). \n\nNow n=27 in FL, with 96% ORR & 85% CR.  This is shaping up to be highly competitive with CAR-T response rates, despite using ZERO chemotherapy like the CAR-T regimens have to use. \n\nNew DLBCL data as well, n=19.  ORR 47% and CR 42%.  This would be a CR rate very slightly below conventional CAR-T at ~50%, however, what makes this whole dataset *Extremely* impressive is that many of these patients were already CAR-T refractory.\n\n14 patients had already failed CAR-T therapy.  This population brings the response numbers down for the whole group, but there was still a 29% CR rate in the CAR-T r/r population.\n\nSo, spark notes --> CD3xCD19 TCEs are producing CAR-T level responses in oncology *despite* many of these patients having already failed CAR-T!  TCEs will be highly effective in autoimmune disease, generating \"immune reset\" at the same rate that CAR-T does, but without any chemotherapy. \n\nhttps://t.co/EJlVFHDhv1", "reply_text": null, "parent_text": null, "quoted_text": "Part 3:  Bear point --&gt; \"But TCEs aren't as potent as CAR-T, so the efficacy won't be as good\"\n\nFor starters, we are talking about treating I&amp;I patients here, not *cancer* patients.  Patients who have B cell cancers with innumerable malignant B cells in their body are NOT the https://t.co/MvZStONKvV", "parent_author": null, "ret_m1d": 0.02834650517781334, "ret_signed_m1d": 0.02834650517781334, "alpha_spy_m1d": 0.023170278714789383, "alpha_c_m1d": 0.031248825930418667, "bench_spy_m1d": 0.0051762264630239585, "bench_c_m1d": -0.002902320752605325, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01181099376244421, "ret_signed_p1d": -0.01181099376244421, "alpha_spy_p1d": -0.008702002720224034, "alpha_c_p1d": -0.00766462025091863, "bench_spy_p1d": -0.003108991042220177, "bench_c_p1d": -0.004146373511525581, "ret_p1w": -0.07086611275959931, "ret_signed_p1w": -0.07086611275959931, "alpha_spy_p1w": -0.07435562840040677, "alpha_c_p1w": -0.03361672271777949, "bench_spy_p1w": 0.0034895156408074612, "bench_c_p1w": -0.03724939004181982, "ret_p1m": -0.11889765760313109, "ret_signed_p1m": -0.11889765760313109, "alpha_spy_p1m": -0.08212408591210096, "alpha_c_p1m": -0.0882981159565871, "bench_spy_p1m": -0.03677357169103013, "bench_c_p1m": -0.030599541646543993, "ret_p3m": -0.29763777871977104, "ret_signed_p3m": -0.29763777871977104, "alpha_spy_p3m": -0.2126274090639192, "alpha_c_p3m": -0.2961259526421133, "bench_spy_p3m": -0.08501036965585185, "bench_c_p3m": -0.001511826077657763, "ret_p6m": -0.2952755949857756, "ret_signed_p6m": -0.2952755949857756, "alpha_spy_p6m": -0.30011167737069033, "alpha_c_p6m": -0.24870446804974966, "bench_spy_p6m": 0.0048360823849147305, "bench_c_p6m": -0.04657112693602594, "ret_p1y": -0.0251968267425301, "ret_signed_p1y": -0.0251968267425301, "alpha_spy_p1y": -0.1787799129082771, "alpha_c_p1y": -0.10552341061521642, "bench_spy_p1y": 0.153583086165747, "bench_c_p1y": 0.08032658387268632, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11889765760313109, "alpha_spy_stated": -0.08212408591210096, "alpha_c_stated": -0.0882981159565871, "price_path": [0.4031, 0.4157, 0.3874, 0.4134, 0.3331, 0.3575, 0.3567, 0.4126, 0.4291, 0.3094, 0.3898, 0.2866, 0.3622, 0.3535, 0.3181, 0.3197, 0.2984, 0.2677, 0.2866, 0.263, 0.2685, 0.2165, 0.2496, 0.2772, 0.278, 0.2787, 0.3866, 0.3677, 0.3205, 0.2756, 0.2559, 0.2291, 0.2488, 0.2567, 0.2717, 0.3323, 0.2772, 0.2244, 0.2425, 0.2535, 0.2583, 0.2976, 0.2268, 0.2614, 0.3598, 0.2614, 0.2433, 0.2047, 0.0913, 0.0591, 0.0315, -0.0094, -0.0378, -0.0126, -0.0126, 0.0055, 0.0307, 0.0591, 0.037, 0.0079, 0.0205, -0.0205, 0.0283, 0.0, -0.0118, -0.0142, -0.0394, -0.0748, -0.0709, -0.0953, -0.152, -0.1378, -0.0866, -0.0654, -0.0339, 0.0157, -0.0535, -0.0394, -0.0409, -0.0244, -0.0016, -0.0724, -0.0898, -0.1236, -0.1189, -0.1307, -0.2118, -0.1984, -0.2016, -0.1921, -0.1795, -0.1724, -0.1685, -0.1693, -0.189, -0.1772, -0.1142, -0.1354, -0.1685, -0.2079, -0.1969, -0.189, -0.185, -0.1961, -0.2047, -0.2276, -0.2213, -0.2449, -0.2496, -0.2709, -0.2575, -0.2795, -0.289, -0.3134, -0.326, -0.3346, -0.322, -0.3315, -0.3701, -0.3598, -0.3362, -0.3299, -0.3142, -0.3583, -0.3173, -0.285, -0.2976, -0.3079, -0.289, -0.2969, -0.3189, -0.3134, -0.3291, -0.3276, -0.3465, -0.363, -0.3472, -0.3685, -0.4039, -0.4094, -0.3843, -0.4102, -0.4165, -0.4291, -0.4236, -0.3866, -0.4031, -0.3929, -0.3906, -0.3858, -0.4008, -0.3787, -0.3622, -0.3409, -0.3402, -0.3591, -0.3591, -0.3894, -0.378, -0.348, -0.3291, -0.3079, -0.3488, -0.3819, -0.3937, -0.3882, -0.4063, -0.3772, -0.4, -0.4386, -0.4299, -0.4094, -0.3929, -0.378, -0.3803, -0.3787, -0.385, -0.3843, -0.3827, -0.3165, -0.3193, -0.311, -0.2945, -0.2858, -0.3118, -0.285, -0.3102, -0.289, -0.2929, -0.2953]}
{"unit_id": "quote:1866125034151989424", "ticker_idx": 1, "ts": "2024-12-09T14:17:33+00:00", "symbol": "AZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AZN at ASH has updated oncology data for their CD3xCD19 T Cell engager", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CGEM on AZN's CD3xCD19 TCE data showing CAR-T-level responses in oncology with strong autoimmune readthrough; also bullish AZN on impressive dataset.", "resolved_tickers": ["AZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "T cell engagers rule.  $JANX last week.  $AZN this week.\n\n$AZN at ASH has updated oncology data for their CD3xCD19 T Cell engager (with important readthrough for $CGEM in autoimmune disease). \n\nNow n=27 in FL, with 96% ORR & 85% CR.  This is shaping up to be highly competitive with CAR-T response rates, despite using ZERO chemotherapy like the CAR-T regimens have to use. \n\nNew DLBCL data as well, n=19.  ORR 47% and CR 42%.  This would be a CR rate very slightly below conventional CAR-T at ~50%, however, what makes this whole dataset *Extremely* impressive is that many of these patients were already CAR-T refractory.\n\n14 patients had already failed CAR-T therapy.  This population brings the response numbers down for the whole group, but there was still a 29% CR rate in the CAR-T r/r population.\n\nSo, spark notes --> CD3xCD19 TCEs are producing CAR-T level responses in oncology *despite* many of these patients having already failed CAR-T!  TCEs will be highly effective in autoimmune disease, generating \"immune reset\" at the same rate that CAR-T does, but without any chemotherapy. \n\nhttps://t.co/EJlVFHDhv1", "reply_text": null, "parent_text": null, "quoted_text": "Part 3:  Bear point --&gt; \"But TCEs aren't as potent as CAR-T, so the efficacy won't be as good\"\n\nFor starters, we are talking about treating I&amp;I patients here, not *cancer* patients.  Patients who have B cell cancers with innumerable malignant B cells in their body are NOT the https://t.co/MvZStONKvV", "parent_author": null, "ret_m1d": -0.005541130133380867, "ret_signed_m1d": -0.005541130133380867, "alpha_spy_m1d": -0.010717356596404826, "alpha_c_m1d": -0.010717356596404826, "bench_spy_m1d": 0.0051762264630239585, "bench_c_m1d": 0.0051762264630239585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020414067593636398, "ret_signed_p1d": -0.020414067593636398, "alpha_spy_p1d": -0.01730507655141622, "alpha_c_p1d": -0.01730507655141622, "bench_spy_p1d": -0.003108991042220177, "bench_c_p1d": -0.003108991042220177, "ret_p1w": -0.034266491104744, "ret_signed_p1w": -0.034266491104744, "alpha_spy_p1w": -0.03775600674555146, "alpha_c_p1w": -0.03775600674555146, "bench_spy_p1w": 0.0034895156408074612, "bench_c_p1w": 0.0034895156408074612, "ret_p1m": -0.022892852234884242, "ret_signed_p1m": -0.022892852234884242, "alpha_spy_p1m": 0.013880719456145885, "alpha_c_p1m": 0.013880719456145885, "bench_spy_p1m": -0.03677357169103013, "bench_c_p1m": -0.03677357169103013, "ret_p3m": 0.13156685342221186, "ret_signed_p3m": 0.13156685342221186, "alpha_spy_p3m": 0.2165772230780637, "alpha_c_p3m": 0.2165772230780637, "bench_spy_p3m": -0.08501036965585185, "bench_c_p3m": -0.08501036965585185, "ret_p6m": 0.10923425634222039, "ret_signed_p6m": 0.10923425634222039, "alpha_spy_p6m": 0.10439817395730566, "alpha_c_p6m": 0.10439817395730566, "bench_spy_p6m": 0.0048360823849147305, "bench_c_p6m": 0.0048360823849147305, "ret_p1y": 0.34465668700691365, "ret_signed_p1y": 0.34465668700691365, "alpha_spy_p1y": 0.19107360084116665, "alpha_c_p1y": 0.19107360084116665, "bench_spy_p1y": 0.153583086165747, "bench_c_p1y": 0.153583086165747, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022892852234884242, "alpha_spy_stated": 0.013880719456145885, "alpha_c_stated": 0.013880719456145885, "price_path": [0.1834, 0.1742, 0.1514, 0.1413, 0.1525, 0.1451, 0.1458, 0.1505, 0.1429, 0.1248, 0.1209, 0.1307, 0.14, 0.1318, 0.136, 0.1471, 0.1604, 0.1363, 0.1296, 0.1209, 0.1209, 0.1302, 0.1209, 0.1279, 0.1388, 0.1352, 0.1419, 0.1376, 0.1411, 0.1292, 0.1274, 0.122, 0.1067, 0.0943, 0.1083, 0.0968, 0.062, 0.0375, 0.0414, 0.0416, -0.0337, -0.069, -0.0567, -0.0596, -0.0553, -0.0494, -0.048, -0.0516, -0.078, -0.0757, -0.0697, -0.0784, -0.063, -0.043, -0.0318, -0.0324, -0.0201, -0.014, -0.0225, -0.0077, -0.0262, -0.0153, -0.0055, 0.0, -0.0204, -0.0172, -0.0239, -0.0292, -0.0343, -0.0204, -0.0575, -0.0604, -0.0471, -0.0284, -0.0332, -0.03, -0.0338, -0.0439, -0.0446, -0.0394, -0.034, -0.0254, -0.0283, -0.0292, -0.0229, -0.0416, -0.0468, -0.0423, -0.0244, -0.0289, -0.009, -0.0055, 0.0003, 0.007, 0.0219, 0.0147, 0.0244, 0.0388, 0.0318, 0.0187, 0.0055, 0.0344, 0.0551, 0.0497, 0.0595, 0.0605, 0.0853, 0.0856, 0.0729, 0.0907, 0.0763, 0.0872, 0.0977, 0.1046, 0.1152, 0.1169, 0.1188, 0.1271, 0.1255, 0.1425, 0.153, 0.1458, 0.1462, 0.1239, 0.098, 0.1177, 0.1316, 0.1477, 0.1443, 0.1398, 0.1288, 0.1317, 0.1082, 0.0958, 0.0804, 0.0755, 0.0773, 0.0913, 0.087, 0.0737, 0.0681, 0.0933, 0.0125, -0.027, -0.0401, -0.0126, -0.0406, -0.0196, 0.0059, 0.0038, -0.0083, -0.0004, -0.0106, 0.0038, 0.0132, 0.0286, 0.0289, 0.0342, 0.0606, 0.0618, 0.0428, 0.0714, 0.0662, 0.0391, 0.0363, -0.0046, -0.0007, 0.0198, 0.0016, -0.0205, 0.0051, 0.0177, 0.0307, 0.0341, 0.0306, 0.0345, 0.0413, 0.0495, 0.0409, 0.0482, 0.0771, 0.0638, 0.0622, 0.0797, 0.07, 0.0779, 0.0798, 0.0919, 0.0906, 0.1092]}
{"unit_id": "thread:1869760115844501941", "ticker_idx": 0, "ts": "2024-12-19T15:02:04+00:00", "symbol": "CRVS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am surprised by how severe the $CRVS price reaction has been given my perspective that the data are generally encouraging", "tweet_type": "analysis", "timeline": "months", "summary": "Surprised by CRVS 50% drop given data that look encouraging; drug appears active, more cohort data upcoming could drive recovery.", "resolved_tickers": ["CRVS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "A lot of really smart people were short $CRVS into yesterday's data.  I agreed, thinking the AD program was likely a dud (naturally I made nothing from this though because I couldn't stomach the risk of shorting something with such squeeze potential - lame🤦‍♂️)\n\nUltimately though, I was surprised by how decent the $CRVS data looked, and thus perhaps even more surprised that the stock was down as much as 50%.  \n\nMaybe that move is fair, but I guess I'm just not really sure what the market would have needed to see from an n=16 dataset in a notoriously noisy indication for the data to have been received positively.  How could it have really looked much better?  Less placebo noise?  That's a lot to ask from an n=4 placebo arm!\n\n---\n\nTo me, the most useful information from the dataset is the (notoriously noisy!) mean EASI reduction.\n\nAt day 28, we can see that the $CRVS n=12 BID arm and the n=3 QD arm both appear to actually have deeper mean EASI reductions than dupi did in its SOLO1/2 studies. Taken at face value, this is extremely positive.  As always, caveats ahead (next \"slide\" in thread). \n\nImportant Notes:\n- The $CRVS error bars really are quite tight.  Not much noise for such small n.  Especially in that n=3 200mg QD cohort.  For the error bars to be so small with such a small sample, all 3 patients must be responding similarly.  This is a suggestion of drug activity as opposed to noise.  Cohorts 1 and 2 following almost the exact same response trajectory also points in this direction.\n\n-  The Dupi SOLO trials allowed rescue topical steroids to be used in patients not responding well, potentially making the results look stronger than true monotherapy would.  $CRVS did not have any treatment arm patients getting rescue topical steroids. \n\n- The $CRVS treatment BID arm continues to have deepening response out to 8 weeks despite having no treatment from weeks 4-8.  Maybe this is noise.  However, there is biologic plausibility for \"off drug\" effect, since the ITK MOA is supposed to be affecting cell differentiation, not cytokines directly.  Efficacy via altering the effector cell population instead of via direct cytokine modulation could mean slower onset and offset of drug activity.  Such \"remittive effect\" is desirable in dermatology and has been seen with agents like tapinarof in psoriasis.\n\n---\n\nThe main complaint with the $CRVS data seems to be the placebo response.  Credit to @JNap5C for overlaying these trendlines. \n\nFrom commentary, I gather that some people are concerned by day 15 data showing that placebo had deeper responses than the drug.  This is not overly concerning to me, as it is an extremely early timepoint that would never be a primary or secondary endpoint in an AD trial, and ultimately the placebo arm corrects to a much more reasonable response level of ~20-30% mean EASI reduction.\n\nAside from the discussion above about how the ITK MOA onset of action could be slower, surely we can appreciate that the day 15 50% placebo response is just noisy.  At all other timepoints assessed, the placebo arm doesn't crack even 30% EASI reduction.  Day 15 is the single outlier, and this is not surprising from a noisy endpoint with a miniscule n=4 sample size.\n\nYes, even at Day 28 the error bars overlap, thanks to the massive size of the placebo error bars (again -> NOISY endpoint).  But if people are really expecting stat sig mean EASI reductions by day 28 against an n=4 placebo arm, we need to adjust our expectations.  Have we already forgotten that $QTTB just showed a >75% mean EASI reduction on their large phase 2 placebo arm only last week? \n\nAlso, another very important note is that one of the placebo arm patients got rescue topical steroids for flaring, and that patient was not censured from the dataset.  So on top of the placebo sample size being very small, 1/4 of those patients got rescue treatment (versus ZERO patients on $CRVS treatment), likely artificially deepening the placebo response.  A 25% delta in the rescue therapy rate would be a very large difference in larger studies.  This likely influenced the placebo response depth in a meaningful way in the current $CRVS dataset.\n\nThere is  stat sig separation from placebo by day 58.  Is this just noise?  Maybe.  Or, maybe the proposed remittive MOA of $CRVS treatment is real, and patients can see continued benefit even after treatment stops.  Note that even at n=10 on day 58, those error bars are still VERY tight, suggesting that the effect is uniform across patients, potentially more likely to be drug effect than pure noise.\n\n---\n\nAt such small sample sizes, mean EASI is typically the best metric to use.  Threshold-based endpoints like EASI50/75 are even noisier.  Still, given that these will ultimately be the $CRVS regulatory endpoints, it is good to look at how they are trending.\n\nSo far, we can see that despite being assessed very early (week 8 for $CRVS as opposed to week 12 and week 16 for dupi comps), the Soquelitinib EASI response rates are shaping up quite nicely.  This was a big surprise to me.\n\n---\n\nSo, to summarize, the $CRVS data to me suggest their drug is active, and potentially meaningfully so.  This was surprising to me as I was a major skeptic heading into data and really just bearish on new MOAs in atopic dermatitis in general.\n\nThere's still a long way to go, and atopic derm placebo arms have gotten out of hand in some recent studies - the same could happen here.  \n\nRemember, my point is that the $CRVS data \"aren't that bad\".  I'm by no means saying we have a sure thing for AD here at all.  The bar is high and most have failed.  \n\nStill, overall I am surprised by how severe the $CRVS price reaction has been given my perspective that the data are generally encouraging, but we also have to consider the context of biotech/$XBI being in absolute meltdown mode right now.  \n\nUltimately, data from the other cohorts isn't far off, and if it all shapes up like cohort 1 did, then I think $CRVS would get a lot of credit for potentially having a new, oral MOA for AD.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0766208903008514, "ret_signed_m1d": -0.0766208903008514, "alpha_spy_m1d": -0.07692813745456406, "alpha_c_m1d": -0.08425241475089695, "bench_spy_m1d": 0.0003072471537126642, "bench_c_m1d": 0.007631524450045557, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01964643977837288, "ret_signed_p1d": -0.01964643977837288, "alpha_spy_p1d": -0.03165756104131057, "alpha_c_p1d": -0.032267541932957444, "bench_spy_p1d": 0.012011121262937685, "bench_c_p1d": 0.012621102154584563, "ret_p1w": 0.023575615316646203, "ret_signed_p1w": 0.023575615316646203, "alpha_spy_p1w": 0.004956395290806048, "alpha_c_p1w": -0.0006328636901684614, "bench_spy_p1w": 0.018619220025840155, "bench_c_p1w": 0.024208479006814665, "ret_p1m": 0.0412573736447146, "ret_signed_p1m": 0.0412573736447146, "alpha_spy_p1m": -0.0025957543513037695, "alpha_c_p1m": -0.020764765430009824, "bench_spy_p1m": 0.04385312799601837, "bench_c_p1m": 0.062022139074724425, "ret_p3m": -0.22789784893049836, "ret_signed_p3m": -0.22789784893049836, "alpha_spy_p3m": -0.21601234722331586, "alpha_c_p3m": -0.30283437164636773, "bench_spy_p3m": -0.0118855017071825, "bench_c_p3m": 0.07493652271586937, "ret_p6m": -0.19056979134580865, "ret_signed_p6m": -0.19056979134580865, "alpha_spy_p6m": -0.23612898594803622, "alpha_c_p6m": -0.18610287986418317, "bench_spy_p6m": 0.04555919460222757, "bench_c_p6m": -0.00446691148162548, "ret_p1y": 0.44793706574094694, "ret_signed_p1y": 0.44793706574094694, "alpha_spy_p1y": 0.2563629921293751, "alpha_c_p1y": 0.28540246553578785, "bench_spy_p1y": 0.19157407361157186, "bench_c_p1y": 0.16253460020515909, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0412573736447146, "alpha_spy_stated": -0.0025957543513037695, "alpha_c_stated": -0.020764765430009824, "price_path": [0.1611, 0.0688, 0.0177, 0.0216, 0.0, 0.0118, 0.0373, 0.0, 0.0373, 0.0334, 0.1081, 0.0923, 0.167, 0.1768, 0.1415, 0.2436, 0.334, 0.3202, 0.444, 0.4165, 0.4165, 0.4853, 0.5226, 0.4853, 0.5088, 0.6326, 0.6974, 0.7466, 0.7289, 0.7367, 0.7878, 0.7721, 0.8134, 0.725, 0.7289, 0.8566, 0.8782, 0.7073, 0.7426, 0.6739, 0.609, 0.6385, 0.6503, 0.6189, 0.7564, 0.7583, 0.7544, 0.7151, 0.8507, 0.7859, 0.6208, 0.6267, 0.5776, 0.5972, 0.6228, 0.6012, 0.5756, 0.5933, 0.5874, 0.4499, 0.3556, 0.4519, -0.0766, 0.0, -0.0196, -0.1061, -0.0373, 0.0393, 0.0236, 0.0314, 0.0511, 0.0668, 0.1454, 0.1847, 0.1297, 0.11, 0.0472, 0.0216, 0.002, -0.0334, -0.0707, -0.0157, 0.0255, 0.0688, 0.0413, 0.0373, -0.0039, -0.002, -0.002, 0.0393, 0.053, -0.0039, 0.0491, 0.0727, 0.0589, 0.0236, -0.0118, -0.0255, -0.0098, -0.0334, -0.0413, -0.0629, -0.113, -0.1336, -0.1768, -0.1965, -0.2259, -0.1847, -0.2259, -0.2063, -0.224, -0.2141, -0.1886, -0.1395, -0.0923, -0.165, -0.1415, -0.0904, -0.1159, -0.112, -0.0727, -0.0786, -0.1316, -0.1729, -0.1532, -0.165, -0.2279, -0.3418, -0.3379, -0.336, -0.3752, -0.3772, -0.3694, -0.4126, -0.4401, -0.4283, -0.446, -0.4224, -0.4361, -0.4145, -0.4047, -0.3635, -0.3654, -0.3635, -0.3674, -0.3458, -0.3084, -0.2809, -0.2868, -0.3124, -0.2888, -0.2947, -0.3084, -0.2888, -0.2996, -0.3418, -0.3713, -0.3418, -0.1297, -0.2033, -0.2358, -0.2888, -0.2967, -0.2908, -0.2888, -0.277, -0.2868, -0.3183, -0.3143, -0.279, -0.2574, -0.2534, -0.2574, -0.2083, -0.1906, -0.2633, -0.2318, -0.2318, -0.2063, -0.165, -0.1159, -0.167, -0.1768, -0.1631, -0.2259, -0.2279, -0.222, -0.2672, -0.1473, -0.1906]}
{"unit_id": "orig:1845845970040332792", "ticker_idx": 0, "ts": "2024-10-14T15:15:48+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SRRK may have a blockbuster in SMA alone if $BHVN failed", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SRRK: if BHVN's SMA data is late (possibly failed), SRRK could have a blockbuster SMA product.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "At what point do we consider the $BHVN SMA data to be “late”?  They completed enrollment in their study 5 days before $SRRK did, and their treatment period was *4 weeks shorter* than $SRRK’s.  \n\nSo ostensibly if $BHVN analyzed data on the same timeline as $SRRK, they would’ve had data ready ~5 weeks ago, right?\n\n$SRRK may have a blockbuster in SMA alone if $BHVN failed.\n\nhttps://t.co/1V6mqAF1i6\n\nhttps://t.co/XhxbcroANM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07047686523913355, "ret_signed_m1d": -0.07047686523913355, "alpha_spy_m1d": -0.062364648677415424, "alpha_c_m1d": -0.06498366716326098, "bench_spy_m1d": -0.008112216561718122, "bench_c_m1d": -0.005493198075872563, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0007012783114535015, "ret_signed_p1d": 0.0007012783114535015, "alpha_spy_p1d": 0.008471093007230701, "alpha_c_p1d": 0.012915380043409086, "bench_spy_p1d": -0.0077698146957772, "bench_c_p1d": -0.012214101731955584, "ret_p1w": 0.0504908346281947, "ret_signed_p1w": 0.0504908346281947, "alpha_spy_p1w": 0.05167186522369893, "alpha_c_p1w": 0.07252799797447274, "bench_spy_p1w": -0.0011810305955042288, "bench_c_p1w": -0.022037163346278033, "ret_p1m": -0.06521741165839412, "ret_signed_p1m": -0.06521741165839412, "alpha_spy_p1m": -0.08674651528399502, "alpha_c_p1m": -0.01661970344969954, "bench_spy_p1m": 0.0215291036256009, "bench_c_p1m": -0.04859770820869458, "ret_p3m": 0.5539971593078812, "ret_signed_p3m": 0.5539971593078812, "alpha_spy_p3m": 0.5361046363966977, "alpha_c_p3m": 0.6414571639899637, "bench_spy_p3m": 0.017892522911183484, "bench_c_p3m": -0.08746000468208248, "ret_p6m": 0.04347825214640255, "ret_signed_p6m": 0.04347825214640255, "alpha_spy_p6m": 0.13812561127074074, "alpha_c_p6m": 0.15529976136598567, "bench_spy_p6m": -0.09464735912433819, "bench_c_p6m": -0.11182150921958312, "ret_p1y": 0.03225806667347042, "ret_signed_p1y": 0.03225806667347042, "alpha_spy_p1y": -0.11210045750199882, "alpha_c_p1y": 0.09609359501550419, "bench_spy_p1y": 0.14435852417546924, "bench_c_p1y": -0.06383552834203376, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06521741165839412, "alpha_spy_stated": -0.08674651528399502, "alpha_c_stated": -0.01661970344969954, "price_path": [-0.6736, -0.6862, -0.6932, -0.6946, -0.6767, -0.6774, -0.69, -0.6687, -0.6746, -0.6792, -0.6781, -0.6816, -0.6823, -0.6946, -0.7058, -0.7013, -0.7107, -0.7135, -0.7037, -0.6676, -0.6595, -0.6771, -0.6711, -0.6732, -0.6704, -0.6732, -0.6753, -0.6848, -0.675, -0.6697, -0.6823, -0.683, -0.6732, -0.6739, -0.6809, -0.6921, -0.6988, -0.7184, -0.7023, -0.6848, -0.6953, -0.7104, -0.6995, -0.716, -0.7111, -0.71, -0.7016, -0.6708, -0.696, -0.6971, -0.6981, -0.6967, -0.6939, -0.7191, -0.7388, -0.7423, -0.7521, -0.7398, 0.202, 0.034, -0.0263, -0.0835, -0.0705, 0.0, 0.0007, 0.0168, 0.0256, 0.0712, 0.0505, 0.0203, -0.02, 0.0172, 0.0487, 0.067, 0.0845, 0.0512, -0.0028, -0.0035, -0.0298, 0.0039, 0.0389, 0.0151, 0.0196, -0.013, -0.0652, -0.04, -0.0358, -0.0712, -0.075, -0.0231, -0.0231, -0.0649, 0.0491, 0.3226, 0.2994, 0.3377, 0.399, 0.331, 0.3808, 0.3945, 0.4677, 0.5284, 0.5947, 0.561, 0.479, 0.4604, 0.4719, 0.5032, 0.5305, 0.4464, 0.4758, 0.5701, 0.5414, 0.5975, 0.6034, 0.5589, 0.5046, 0.5154, 0.5484, 0.5838, 0.5028, 0.4194, 0.4323, 0.4197, 0.4937, 0.4562, 0.554, 0.5393, 0.5123, 0.5736, 0.6385, 0.5919, 0.534, 0.4916, 0.4846, 0.4923, 0.4165, 0.4158, 0.4043, 0.4034, 0.4688, 0.4278, 0.4008, 0.3373, 0.2984, 0.304, 0.3194, 0.2998, 0.2956, 0.3327, 0.3727, 0.3219, 0.3029, 0.2745, 0.298, 0.2609, 0.3612, 0.2703, 0.3005, 0.2672, 0.2668, 0.2623, 0.2325, 0.2097, 0.2549, 0.2114, 0.2132, 0.2174, 0.1879, 0.1911, 0.1795, 0.1588, 0.1855, 0.1669, 0.1276, 0.1697, 0.1515, 0.1273, 0.054, 0.141, 0.0764, -0.0568, -0.087, -0.142, -0.0512, -0.0775, -0.0182, 0.0144, 0.0596, 0.0435]}
{"unit_id": "quote:1877712710231548071", "ticker_idx": 0, "ts": "2025-01-10T13:42:50+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it isn't enough to prevent blowout jobs reports that launch rates and further crush small caps - especially biotech. $XBI $IBB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish biotech ETFs XBI and IBB: rising rates from strong jobs data will further crush small-cap biotech.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Biotech is laying off as many people as it possibly can, but it isn't enough to prevent blowout jobs reports that launch rates and further crush small caps - especially biotech. $XBI $IBB https://t.co/fm21IJHYYP", "reply_text": null, "parent_text": null, "quoted_text": "Jobs Report smashes expectations, coming in at 256K vs 163K forecast. Yields surging to 4.78%, markets dropping.", "parent_author": null, "ret_m1d": 0.03208846434878598, "ret_signed_m1d": -0.03208846434878598, "alpha_spy_m1d": -0.016584435010127185, "alpha_c_m1d": -0.016584435010127185, "bench_spy_m1d": 0.015504029338658798, "bench_c_m1d": 0.015504029338658798, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0034660843110753126, "ret_signed_p1d": 0.0034660843110753126, "alpha_spy_p1d": 0.0050164551616650455, "alpha_c_p1d": 0.0050164551616650455, "bench_spy_p1d": 0.001550370850589733, "bench_c_p1d": 0.001550370850589733, "ret_p1w": -0.016435602941299865, "ret_signed_p1w": 0.016435602941299865, "alpha_spy_p1w": 0.04587628663163812, "alpha_c_p1w": 0.04587628663163812, "bench_spy_p1w": 0.029440683690338254, "bench_c_p1w": 0.029440683690338254, "ret_p1m": -0.004360560443623207, "ret_signed_p1m": 0.004360560443623207, "alpha_spy_p1m": 0.04711762181229995, "alpha_c_p1m": 0.04711762181229995, "bench_spy_p1m": 0.04275706136867674, "bench_c_p1m": 0.04275706136867674, "ret_p3m": -0.16889236850122036, "ret_signed_p3m": 0.16889236850122036, "alpha_spy_p3m": 0.09146857858080182, "alpha_c_p3m": 0.09146857858080182, "bench_spy_p3m": -0.07742378992041854, "bench_c_p3m": -0.07742378992041854, "ret_p6m": -0.03933100685630897, "ret_signed_p6m": 0.03933100685630897, "alpha_spy_p6m": 0.11748265936961666, "alpha_c_p6m": 0.11748265936961666, "bench_spy_p6m": 0.07815165251330769, "bench_c_p6m": 0.07815165251330769, "ret_p1y": 0.3898985244354578, "ret_signed_p1y": -0.3898985244354578, "alpha_spy_p1y": -0.18071823717035818, "alpha_c_p1y": -0.18071823717035818, "bench_spy_p1y": 0.20918028726509963, "bench_c_p1y": 0.20918028726509963, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.004360560443623207, "alpha_spy_stated": 0.04711762181229995, "alpha_c_stated": 0.04711762181229995, "price_path": [0.0768, 0.0758, 0.1033, 0.1076, 0.1103, 0.1208, 0.1102, 0.1161, 0.0973, 0.0987, 0.0808, 0.0873, 0.0862, 0.1011, 0.1019, 0.1004, 0.0848, 0.1099, 0.1093, 0.125, 0.1453, 0.1517, 0.1648, 0.1575, 0.1237, 0.1181, 0.084, 0.0267, 0.0281, 0.0417, 0.0511, 0.0543, 0.076, 0.0915, 0.1052, 0.118, 0.1138, 0.1103, 0.0922, 0.1045, 0.0882, 0.1084, 0.0984, 0.0892, 0.0842, 0.0532, 0.0442, 0.0594, 0.0575, 0.0054, 0.0041, 0.0205, 0.0274, 0.0284, 0.0359, 0.0214, 0.005, 0.0069, 0.0234, 0.0332, 0.031, 0.0383, 0.0321, 0.0, -0.0035, -0.0311, -0.01, -0.0173, -0.0164, 0.012, 0.0198, 0.0396, 0.0338, 0.0354, 0.0418, 0.0351, 0.0458, 0.0361, 0.0221, 0.035, 0.0588, 0.0439, 0.0201, 0.0101, -0.0044, 0.0059, 0.0149, 0.022, 0.0211, 0.0345, 0.0367, 0.0253, 0.0075, -0.0084, -0.0133, -0.0262, -0.0082, -0.0429, -0.037, -0.0181, -0.0266, -0.0239, -0.0358, -0.0366, -0.0256, -0.0388, -0.0258, -0.0129, -0.0366, -0.0221, -0.0319, -0.0259, -0.0069, -0.0263, -0.0487, -0.0437, -0.0563, -0.0932, -0.1261, -0.0989, -0.1263, -0.1764, -0.1839, -0.2195, -0.1627, -0.1993, -0.1689, -0.1442, -0.1442, -0.1599, -0.151, -0.1557, -0.1319, -0.1156, -0.0955, -0.1027, -0.0902, -0.0845, -0.0725, -0.0775, -0.0664, -0.0759, -0.1371, -0.1351, -0.1274, -0.1459, -0.1116, -0.1329, -0.1461, -0.1326, -0.1165, -0.1086, -0.0898, -0.113, -0.1139, -0.1162, -0.1133, -0.1192, -0.1004, -0.1146, -0.0916, -0.0793, -0.0778, -0.0769, -0.0579, -0.0578, -0.0465, -0.0566, -0.0567, -0.0652, -0.0678, -0.082, -0.0758, -0.0789, -0.08, -0.0627, -0.0689, -0.0643, -0.0718, -0.0727, -0.071, -0.0519, -0.0468, -0.0654, -0.0527, -0.0174, -0.0117, -0.0269, -0.0129, -0.0393]}
{"unit_id": "quote:1877712710231548071", "ticker_idx": 1, "ts": "2025-01-10T13:42:50+00:00", "symbol": "IBB", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it isn't enough to prevent blowout jobs reports that launch rates and further crush small caps - especially biotech. $XBI $IBB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish biotech ETFs XBI and IBB: rising rates from strong jobs data will further crush small-cap biotech.", "resolved_tickers": ["IBB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Biotech is laying off as many people as it possibly can, but it isn't enough to prevent blowout jobs reports that launch rates and further crush small caps - especially biotech. $XBI $IBB https://t.co/fm21IJHYYP", "reply_text": null, "parent_text": null, "quoted_text": "Jobs Report smashes expectations, coming in at 256K vs 163K forecast. Yields surging to 4.78%, markets dropping.", "parent_author": null, "ret_m1d": 0.015821687830502862, "ret_signed_m1d": -0.015821687830502862, "alpha_spy_m1d": -0.0003176584918440639, "alpha_c_m1d": -0.0003176584918440639, "bench_spy_m1d": 0.015504029338658798, "bench_c_m1d": 0.015504029338658798, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009718880255241924, "ret_signed_p1d": -0.009718880255241924, "alpha_spy_p1d": -0.008168509404652191, "alpha_c_p1d": -0.008168509404652191, "bench_spy_p1d": 0.001550370850589733, "bench_c_p1d": 0.001550370850589733, "ret_p1w": -0.0006027364581268069, "ret_signed_p1w": 0.0006027364581268069, "alpha_spy_p1w": 0.03004342014846506, "alpha_c_p1w": 0.03004342014846506, "bench_spy_p1w": 0.029440683690338254, "bench_c_p1w": 0.029440683690338254, "ret_p1m": 0.011376549710415462, "ret_signed_p1m": -0.011376549710415462, "alpha_spy_p1m": 0.03138051165826128, "alpha_c_p1m": 0.03138051165826128, "bench_spy_p1m": 0.04275706136867674, "bench_c_p1m": 0.04275706136867674, "ret_p3m": -0.11802848768981444, "ret_signed_p3m": 0.11802848768981444, "alpha_spy_p3m": 0.0406046977693959, "alpha_c_p3m": 0.0406046977693959, "bench_spy_p3m": -0.07742378992041854, "bench_c_p3m": -0.07742378992041854, "ret_p6m": -0.0268602436993276, "ret_signed_p6m": 0.0268602436993276, "alpha_spy_p6m": 0.10501189621263529, "alpha_c_p6m": 0.10501189621263529, "bench_spy_p6m": 0.07815165251330769, "bench_c_p6m": 0.07815165251330769, "ret_p1y": 0.29404979722099855, "ret_signed_p1y": -0.29404979722099855, "alpha_spy_p1y": -0.08486950995589893, "alpha_c_p1y": -0.08486950995589893, "bench_spy_p1y": 0.20918028726509963, "bench_c_p1y": 0.20918028726509963, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011376549710415462, "alpha_spy_stated": 0.03138051165826128, "alpha_c_stated": 0.03138051165826128, "price_path": [0.0779, 0.078, 0.0964, 0.0973, 0.0981, 0.1025, 0.0971, 0.0988, 0.0843, 0.0844, 0.0706, 0.0663, 0.0657, 0.0749, 0.0725, 0.0724, 0.0565, 0.0752, 0.0758, 0.0924, 0.104, 0.1147, 0.1209, 0.1124, 0.0871, 0.0829, 0.055, 0.0044, 0.0019, 0.0045, 0.0154, 0.0249, 0.0389, 0.0536, 0.056, 0.0663, 0.066, 0.0673, 0.0543, 0.0615, 0.0539, 0.0641, 0.0674, 0.0585, 0.055, 0.0367, 0.0288, 0.0336, 0.0371, -0.0031, -0.0115, 0.0, 0.0066, 0.0092, 0.0146, 0.006, -0.008, -0.0039, 0.0014, 0.0107, 0.0118, 0.0206, 0.0158, 0.0, 0.0097, -0.0087, 0.0052, 0.0017, -0.0006, 0.0254, 0.0268, 0.0416, 0.0344, 0.0425, 0.0409, 0.0359, 0.0463, 0.0447, 0.0386, 0.0458, 0.0723, 0.059, 0.0372, 0.0258, 0.0114, 0.0206, 0.0325, 0.0288, 0.033, 0.0453, 0.0505, 0.0466, 0.0453, 0.0386, 0.0325, 0.0207, 0.0324, 0.0114, 0.0123, 0.0306, 0.0262, 0.0318, 0.0234, 0.0095, 0.0115, 0.0031, 0.011, 0.0254, 0.0111, 0.0148, 0.001, 0.0073, 0.0203, 0.0027, -0.0111, -0.0078, -0.0175, -0.0355, -0.0616, -0.0439, -0.0665, -0.1165, -0.1237, -0.1553, -0.1054, -0.1468, -0.118, -0.0928, -0.0962, -0.1118, -0.108, -0.1159, -0.0919, -0.08, -0.0634, -0.0708, -0.0603, -0.0593, -0.0455, -0.0583, -0.0453, -0.0509, -0.1057, -0.0996, -0.1013, -0.1205, -0.0796, -0.0986, -0.1183, -0.1008, -0.0864, -0.0762, -0.0599, -0.0824, -0.0844, -0.0857, -0.0736, -0.0807, -0.0631, -0.0821, -0.0671, -0.0587, -0.0565, -0.0569, -0.0426, -0.0379, -0.0288, -0.0358, -0.0272, -0.0348, -0.0359, -0.055, -0.0516, -0.0536, -0.0579, -0.0392, -0.0447, -0.0422, -0.0463, -0.046, -0.0376, -0.0231, -0.0197, -0.0339, -0.0247, -0.0024, 0.0078, -0.0077, -0.0054, -0.0269]}
{"unit_id": "reply:1888961842904469950", "ticker_idx": 0, "ts": "2025-02-10T14:42:53+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NKTRs upcoming P2 dataset will be at 16 weeks, which is 4 more weeks of dosing and potentially deeper efficacy", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: upcoming P2 data at 16 weeks (vs 12 in P1b) means more dosing time and potentially deeper efficacy vs comps.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Shorter trial, quicker and cheaper results.  Not abnormal to do this in earlier studies.  $NKTR data was P1b.  Comps in the tables are the bars set by larger P2 and P3 trials.\n\nNKTRs upcoming P2 dataset will be at 16 weeks, which is 4 more weeks of dosing and potentially deeper efficacy.", "reply_text": null, "parent_text": "@A_May_MD Why were the rezpeg data at week 12 instead of week 16 like the rest of comp?", "quoted_text": null, "parent_author": "exposurecurve", "ret_m1d": -0.028571446736653683, "ret_signed_m1d": -0.028571446736653683, "alpha_spy_m1d": -0.021826031383656908, "alpha_c_m1d": -0.029459803729134815, "bench_spy_m1d": -0.006745415352996775, "bench_c_m1d": 0.0008883569924811319, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.057142893473307255, "ret_signed_p1d": -0.057142893473307255, "alpha_spy_p1d": -0.05790353730375808, "alpha_c_p1d": -0.05529722951544025, "bench_spy_p1d": 0.0007606438304508245, "bench_c_p1d": -0.0018456639578670053, "ret_p1w": 0.514285677955264, "ret_signed_p1w": 0.514285677955264, "alpha_spy_p1w": 0.5033076096642073, "alpha_c_p1w": 0.5264526306701826, "bench_spy_p1w": 0.010978068291056742, "bench_c_p1w": -0.012166952714918522, "ret_p1m": 0.1714285895937966, "ret_signed_p1m": 0.1714285895937966, "alpha_spy_p1m": 0.24744740174956448, "alpha_c_p1m": 0.1830485249811713, "bench_spy_p1m": -0.07601881215576789, "bench_c_p1m": -0.011619935387374714, "ret_p3m": 0.014285677955264031, "ret_signed_p3m": 0.014285677955264031, "alpha_spy_p3m": 0.04752738369417853, "alpha_c_p3m": 0.08136696805508159, "bench_spy_p3m": -0.033241705738914495, "bench_c_p3m": -0.06708129009981756, "ret_p6m": 1.2476190839494978, "ret_signed_p6m": 1.2476190839494978, "alpha_spy_p6m": 1.1787108700840827, "alpha_c_p6m": 1.3431334459517752, "bench_spy_p6m": 0.06890821386541512, "bench_c_p6m": -0.09551436200227736, "ret_p1y": 5.319047473725819, "ret_signed_p1y": 5.319047473725819, "alpha_spy_p1y": 5.161593790273943, "alpha_c_p1y": 5.232251393537107, "bench_spy_p1y": 0.15745368345187583, "bench_c_p1y": 0.08679608018871199, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1714285895937966, "alpha_spy_stated": 0.24744740174956448, "alpha_c_stated": 0.1830485249811713, "price_path": [0.9857, 0.9571, 1.0, 0.9571, 0.8714, 0.8286, 0.6714, 0.5286, 0.4714, 0.4714, 0.4286, 0.4429, 0.5, 0.5571, 0.5286, 0.6143, 0.6286, 0.6857, 0.5286, 0.4571, 0.4571, 0.4571, 0.4429, 0.4571, 0.4571, 0.4286, 0.4429, 0.4286, 0.4571, 0.3286, 0.3429, 0.3286, 0.2857, 0.3, 0.3571, 0.3571, 0.3429, 0.3286, 0.3714, 0.5714, 0.6714, 0.7, 0.6286, 0.4714, 0.3714, 0.2857, 0.3, 0.2714, 0.2714, 0.2857, 0.3143, 0.2714, 0.2571, 0.2571, 0.2, 0.2, 0.2143, 0.1857, 0.1571, 0.1143, 0.0857, 0.0, -0.0286, 0.0, -0.0571, 0.0429, 0.2714, 0.4, 0.5143, 0.4286, 0.3714, 0.3286, 0.2143, 0.2429, 0.1143, 0.1429, 0.2, 0.1429, 0.2, 0.2286, 0.2286, 0.2571, 0.1714, 0.1714, 0.1714, 0.1714, 0.2857, 0.3, 0.2571, 0.2857, 0.2429, 0.2286, 0.2286, 0.2, 0.1429, 0.0857, 0.0571, -0.0286, -0.0857, -0.0571, -0.1429, -0.2143, -0.3, -0.3, -0.2714, -0.2857, -0.1143, -0.1429, -0.0857, -0.1286, -0.0857, -0.1, -0.0571, -0.0143, 0.0571, 0.1143, 0.0857, 0.0571, 0.1429, 0.1143, 0.0714, -0.0143, -0.0857, -0.1286, -0.1143, -0.1571, 0.0143, 0.0143, 0.0286, -0.0286, -0.0143, 0.0, -0.0143, -0.1, -0.0571, -0.0714, -0.0429, 0.0, 0.0571, 0.0286, 0.1429, 0.0714, 0.0714, -0.0429, -0.0429, -0.1629, 0.081, -0.0905, -0.1657, -0.1819, -0.119, -0.1686, -0.18, -0.1895, -0.0914, 1.3286, 1.7733, 1.8267, 1.4533, 1.461, 1.3419, 1.4314, 1.3581, 1.2352, 1.1648, 1.2248, 1.3905, 1.3819, 1.3248, 1.2667, 1.299, 1.54, 1.3752, 1.361, 1.3314, 1.381, 1.341, 1.381, 1.2524, 1.1819, 1.1019, 1.0648, 1.1867, 1.2162, 1.1486, 1.1381, 1.0714, 1.1962, 1.14, 1.2476]}
{"unit_id": "reply:1834700609208926656", "ticker_idx": 0, "ts": "2024-09-13T21:08:06+00:00", "symbol": "SMMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SMMT insiders just bought a ton of stock", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SMMT: insider buying cited as a positive signal despite China-only trial concern.", "resolved_tickers": ["SMMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DarrenEstes @monaco_biotech I hear you.  At the same time, legitimate data *does* come out of China, and $SMMT insiders just bought a ton of stock.", "reply_text": null, "parent_text": "@A_May_MD @monaco_biotech China only trial bothers me.", "quoted_text": null, "parent_author": "DarrenEstes", "ret_m1d": 0.08310721848653047, "ret_signed_m1d": 0.08310721848653047, "alpha_spy_m1d": 0.08458196725749911, "alpha_c_m1d": 0.08997577524682465, "bench_spy_m1d": -0.001474748770968648, "bench_c_m1d": -0.006868556760294187, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11058345588544516, "ret_signed_p1d": -0.11058345588544516, "alpha_spy_p1d": -0.11099196740047457, "alpha_c_p1d": -0.10028057075769059, "bench_spy_p1d": 0.0004085115150294083, "bench_c_p1d": -0.010302885127754569, "ret_p1w": -0.2567842541509743, "ret_signed_p1w": -0.2567842541509743, "alpha_spy_p1w": -0.27202350979859047, "alpha_c_p1w": -0.24238480873022206, "bench_spy_p1w": 0.01523925564761619, "bench_c_p1w": -0.014399445420752222, "ret_p1m": -0.25915873501634634, "ret_signed_p1m": -0.25915873501634634, "alpha_spy_p1m": -0.29241567965659765, "alpha_c_p1m": -0.23486520071535189, "bench_spy_p1m": 0.03325694464025131, "bench_c_p1m": -0.024293534300994457, "ret_p3m": -0.3951831682303518, "ret_signed_p3m": -0.3951831682303518, "alpha_spy_p3m": -0.47197811565336567, "alpha_c_p3m": -0.2951822484637886, "bench_spy_p3m": 0.07679494742301385, "bench_c_p3m": -0.10000091976656322, "ret_p6m": -0.31784257385961834, "ret_signed_p6m": -0.31784257385961834, "alpha_spy_p6m": -0.3319568687210098, "alpha_c_p6m": -0.25994146915999106, "bench_spy_p6m": 0.014114294861391485, "bench_c_p6m": -0.05790110469962728, "ret_p1y": -0.3476933568236563, "ret_signed_p1y": -0.3476933568236563, "alpha_spy_p1y": -0.5389883094640727, "alpha_c_p1y": -0.23683069376753996, "bench_spy_p1y": 0.1912949526404164, "bench_c_p1y": -0.11086266305611636, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.25915873501634634, "alpha_spy_stated": -0.29241567965659765, "alpha_c_stated": -0.23486520071535189, "price_path": [-0.7154, -0.732, -0.7307, -0.7354, -0.731, -0.7286, -0.7283, -0.7364, -0.733, -0.7354, -0.7239, -0.7442, -0.7663, -0.7544, -0.7439, -0.7341, -0.7188, -0.7056, -0.71, -0.6788, -0.6906, -0.6842, -0.6693, -0.702, -0.6621, -0.6577, -0.6615, -0.6442, -0.6082, -0.6343, -0.6374, -0.6336, -0.6384, -0.6467, -0.6603, -0.6764, -0.6811, -0.6526, -0.6343, -0.6275, -0.6184, -0.6228, -0.5974, -0.6065, -0.5845, -0.5824, -0.5475, -0.5414, -0.5563, -0.5505, -0.5431, -0.555, -0.5638, -0.5597, -0.5726, -0.5929, -0.576, -0.5838, -0.3507, -0.2208, -0.23, -0.0702, 0.0831, 0.0, -0.1106, -0.1669, -0.2144, -0.1727, -0.2568, -0.1859, -0.232, -0.2263, -0.2916, -0.2571, -0.3182, -0.3372, -0.3687, -0.3524, -0.3582, -0.3321, -0.3589, -0.3687, -0.3233, -0.3131, -0.2592, -0.2042, -0.2683, -0.2805, -0.3046, -0.3016, -0.3206, -0.3399, -0.2788, -0.2456, -0.2595, -0.3674, -0.3694, -0.3558, -0.3229, -0.3083, -0.2914, -0.2843, -0.2737, -0.2615, -0.2958, -0.3396, -0.3402, -0.3789, -0.3562, -0.3216, -0.3684, -0.3752, -0.3555, -0.3491, -0.3487, -0.3575, -0.3738, -0.3728, -0.3972, -0.403, -0.4057, -0.3711, -0.367, -0.3904, -0.3633, -0.3938, -0.3952, -0.3664, -0.3701, -0.424, -0.3758, -0.3938, -0.3667, -0.3555, -0.346, -0.3823, -0.3931, -0.3947, -0.3775, -0.3813, -0.4074, -0.384, -0.3616, -0.3945, -0.3835, -0.4352, -0.3826, -0.383, -0.3545, -0.2503, -0.2022, -0.1638, -0.194, -0.2022, -0.2028, -0.2659, -0.2415, -0.2707, -0.3223, -0.3005, -0.2951, -0.2988, -0.3178, -0.3046, -0.3528, -0.3362, -0.2598, -0.2751, -0.2849, -0.2673, -0.2178, -0.2497, -0.3609, -0.3857, -0.3792, -0.3728, -0.2982, -0.3511, -0.3524, -0.3368, -0.3558, -0.3969, -0.3898, -0.3725, -0.3246, -0.3491, -0.2948, -0.3172, -0.3273, -0.3178]}
{"unit_id": "thread:1843287720426168344", "ticker_idx": 0, "ts": "2024-10-07T13:50:13+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "FDA approval should basically be considered a given. A lot seems to be going well for $SRRK in SMA right now", "tweet_type": "analysis", "timeline": "months", "summary": "Long SRRK: FDA approval near-certain, first-to-market in SMA with clean safety + broad patient coverage; bearish BHVN (no POC, MOA concerns) and RHHBY (trial delays, strategic misstep excluding Spinraza patients).", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$SRRK looks to have set itself up for being a legitimate revenue-producing biotech today.  IMO *FDA approval* should basically be considered a given.  A *lot* seems to be going well for $SRRK in SMA right now from my perspective.  An overview:\n\nThe regulatory bar is not particularly high in diseases like this (rare, fatal, genetic neuromuscular diseases).  SRRK clearly hit on the pre-specific primary endpoint and are trending positive in every secondary or subgroup where they didn't clearly hit stat sig.  On top of that the safety profile continues to be squeaky clean.  What argument does the FDA have to keep this off the market while patients are becoming progressively debilitated and/or dying from their disease?\n\nThe commercial bar is almost certainly even lower than the low regulatory bar. SMA patients are mostly children or young adults under the care of their parents.  What parent isn't going to do everything they can to get ahold of a drug that has *proven* it adds efficacy to the medicine they're already using?  FDA approves this, everyone is going to want to be on it.\n\n---\n\n$BHVN is seen as a potential competitor, but I personally don't think they're a big threat.  For one thing, everyone pairs $BHVN and $SRRK incorrectly as just \"myostatin inhibitors\".  SRRK targets the latent form of myostatin, whereas BHVN does not.  The idea that you have to target the latent form of the protein for the drug to work was foundational for SRRK - they've been beating that drum since they were formed years ago.\n\n$SRRK actually had strong P2 proof of concept data too.  $BHVN has literally never presented in human efficacy data for their SMA program, unlike $SRRK that just hit in P3 after showing us a hit in P2 years ago.  Nothing from BHVN.\n\nOn top of that, $BHVN's P3 SMA study finished several weeks earlier than SRRK's did, yet we still have no data for it...hmm\n\nBHVN has a different MOA (which most people don't realize), has never shown POC data, and appears to be late in disclosing the P3 results.  Doesn't seem very promising to me, especially when you consider that SRRK's effect size suggests that an even slightly inferior drug could easily fail.\n\n---\n\n$RHHBY is also cited as a competitor for $SRRK.  This is where I think things have *really* broken $SRRK's way.\n\nFor one thing, Roche's P3 SMA readout just got delayed (for some reason) from 2H24 to 2025.  Keep in mind this MANATEE trial is also a P2 (not a P3 like $SRRK) and we are only getting \"part 1\" data in 2025.  https://t.co/aHzUrUyWpu\n\nSo $SRRK is going to be first to market here by a pretty wide margin it seems.  That's a huge deal when patients are likely to get and stay on therapy for a lifetime.  It is still entirely possible that the Roche study fails, but even if it works and gets approved, $SRRK has a big lead to market here considering they were a $600M biotech going up against the behemoth Roche.\n\n---\n\nFinally, the biggest thing for $SRRK IMO.  $RHHBY didn't study their myostatin drug in combination with Spinraza!!!\n\nThe reason for this is clearly because Roche makes their own SMA drug, Evrysdi.  So obviously the ideal situation for them would be to make their Myostatin+Evrysdi combo the only option.  If nobody else hit with a myostatin drug, then spinraza patients would likely consider switching to everysdi so that they could get this proprietary combo.  That would've allowed Roche to not only get a new SMA drug on the market, but also grow their current SMA franchise.\n\nHowever, now that $SRRK has hit in both Evrysdi and Spinraza patients, SRRK's drug can easily be used in all patients.  They'll get *all* of the Spinraza patients, and plenty of Evrysdi patients too given their first-to-market status.\n\nBoth Evrysdi and Spinraza are going to do >$1.5B in sales this year.  Roche swung for the fences by excluding spinraza patients from their trial.  $SRRK This has worked out exceptionally well for $SRRK.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.7835472479428677, "ret_signed_m1d": -0.7835472479428677, "alpha_spy_m1d": -0.7926702080818474, "alpha_c_m1d": -0.7879851328045545, "bench_spy_m1d": 0.00912296013897973, "bench_c_m1d": 0.004437884861686836, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13973159797985735, "ret_signed_p1d": -0.13973159797985735, "alpha_spy_p1d": -0.14918936980152686, "alpha_c_p1d": -0.14516310263642562, "bench_spy_p1d": 0.009457771821669514, "bench_c_p1d": 0.005431504656568276, "ret_p1w": -0.1680279616874405, "ret_signed_p1w": -0.1680279616874405, "alpha_spy_p1w": -0.197123009151275, "alpha_c_p1w": -0.19299989488481928, "bench_spy_p1w": 0.02909504746383451, "bench_c_p1w": 0.02497193319737878, "ret_p1m": -0.16481913126387115, "ret_signed_p1m": -0.16481913126387115, "alpha_spy_p1m": -0.18049384701401827, "alpha_c_p1m": -0.1441527109446472, "bench_spy_p1m": 0.015674715750147117, "bench_c_p1m": -0.020666420319223944, "ret_p3m": 0.18086350594282674, "ret_signed_p3m": 0.18086350594282674, "alpha_spy_p3m": 0.14068895628209233, "alpha_c_p3m": 0.2512579101350765, "bench_spy_p3m": 0.040174549660734415, "bench_c_p3m": -0.07039440419224974, "ret_p6m": -0.21061842387564356, "ret_signed_p6m": -0.21061842387564356, "alpha_spy_p6m": -0.18300732058996938, "alpha_c_p6m": -0.13747501874952817, "bench_spy_p6m": -0.027611103285674177, "bench_c_p6m": -0.07314340512611539, "ret_p1y": 0.1957410483696509, "ret_signed_p1y": 0.1957410483696509, "alpha_spy_p1y": -0.000665606089334192, "alpha_c_p1y": 0.22359103481085918, "bench_spy_p1y": 0.19640665445898509, "bench_c_p1y": -0.027849986441208285, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16481913126387115, "alpha_spy_stated": -0.18049384701401827, "alpha_c_stated": -0.1441527109446472, "price_path": [-0.7701, -0.7588, -0.7395, -0.7345, -0.7313, -0.7284, -0.7389, -0.7447, -0.7459, -0.731, -0.7316, -0.7421, -0.7243, -0.7293, -0.7331, -0.7322, -0.7351, -0.7357, -0.7459, -0.7553, -0.7515, -0.7593, -0.7617, -0.7535, -0.7235, -0.7167, -0.7313, -0.7264, -0.7281, -0.7258, -0.7281, -0.7299, -0.7377, -0.7296, -0.7252, -0.7357, -0.7363, -0.7281, -0.7287, -0.7345, -0.7439, -0.7494, -0.7658, -0.7523, -0.7377, -0.7465, -0.759, -0.75, -0.7637, -0.7596, -0.7588, -0.7518, -0.7261, -0.7471, -0.748, -0.7488, -0.7477, -0.7453, -0.7663, -0.7827, -0.7856, -0.7938, -0.7835, 0.0, -0.1397, -0.1899, -0.2375, -0.2267, -0.168, -0.1674, -0.154, -0.1467, -0.1088, -0.126, -0.1511, -0.1847, -0.1537, -0.1275, -0.1123, -0.0977, -0.1254, -0.1704, -0.1709, -0.1928, -0.1648, -0.1356, -0.1555, -0.1517, -0.1788, -0.2223, -0.2013, -0.1978, -0.2272, -0.2305, -0.1873, -0.1873, -0.222, -0.1272, 0.1004, 0.0811, 0.1129, 0.1639, 0.1074, 0.1488, 0.1602, 0.2211, 0.2716, 0.3267, 0.2987, 0.2305, 0.215, 0.2246, 0.2506, 0.2733, 0.2033, 0.2278, 0.3063, 0.2824, 0.3291, 0.334, 0.297, 0.2518, 0.2608, 0.2882, 0.3177, 0.2503, 0.1809, 0.1917, 0.1812, 0.2427, 0.2115, 0.2929, 0.2806, 0.2582, 0.3092, 0.3632, 0.3244, 0.2763, 0.241, 0.2351, 0.2415, 0.1785, 0.1779, 0.1683, 0.1676, 0.222, 0.1879, 0.1654, 0.1126, 0.0802, 0.0849, 0.0977, 0.0814, 0.0779, 0.1088, 0.1421, 0.0998, 0.084, 0.0604, 0.0799, 0.049, 0.1324, 0.0569, 0.082, 0.0543, 0.054, 0.0502, 0.0254, 0.0064, 0.044, 0.0079, 0.0093, 0.0128, -0.0117, -0.009, -0.0187, -0.0359, -0.0137, -0.0292, -0.0618, -0.0268, -0.042, -0.0621, -0.1231, -0.0508, -0.1044, -0.2153, -0.2404, -0.2862, -0.2106]}
{"unit_id": "reply:1869570225286320407", "ticker_idx": 0, "ts": "2024-12-19T02:27:31+00:00", "symbol": "CRVS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "to say that these $CRVS data suggest that their drug is inactive basically requires saying that $QTTB level placebo responses are the norm in atopic derm studies", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Defends CRVS drug activity vs high placebo: drug response exceeds placebo, unlike QTTB where placebo exceeded drug; bearish QTTB, bullish CRVS.", "resolved_tickers": ["CRVS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "What???\n\n$QTTB’s placebo response was literally *higher* than the drug response at a mature timepoint. \n\n$CRVS drug response is numerically quite a bit higher than placebo by a wide margin at only 4 weeks…\n\nSo, $QTTB placebo response is higher than drug…$CRVS placebo response is lower than drug…why exactly can’t I say that $QTTB placebo response killed $QTTB but not $CRVS? 🤔 \n\nObviously there’s tons of noise, especially with a small placebo arm sample size of 4. \n\nBut to say that these $CRVS data suggest that their drug is inactive basically requires saying that $QTTB level placebo responses are the norm in atopic derm studies.  Wasn’t everyone just freaking out about how incredibly/abnormally high the $QTTB placebo response was literally less than a week ago?….\n\nWhich is it?", "reply_text": null, "parent_text": "@A_May_MD @jesse_brodkin You can’t say PBO killed QTTB and not this. It killed both.", "quoted_text": null, "parent_author": "oakazaki", "ret_m1d": -0.0766208903008514, "ret_signed_m1d": -0.0766208903008514, "alpha_spy_m1d": -0.07692813745456406, "alpha_c_m1d": -0.08425241475089695, "bench_spy_m1d": 0.0003072471537126642, "bench_c_m1d": 0.007631524450045557, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01964643977837288, "ret_signed_p1d": -0.01964643977837288, "alpha_spy_p1d": -0.03165756104131057, "alpha_c_p1d": -0.032267541932957444, "bench_spy_p1d": 0.012011121262937685, "bench_c_p1d": 0.012621102154584563, "ret_p1w": 0.023575615316646203, "ret_signed_p1w": 0.023575615316646203, "alpha_spy_p1w": 0.004956395290806048, "alpha_c_p1w": -0.0006328636901684614, "bench_spy_p1w": 0.018619220025840155, "bench_c_p1w": 0.024208479006814665, "ret_p1m": 0.0412573736447146, "ret_signed_p1m": 0.0412573736447146, "alpha_spy_p1m": -0.0025957543513037695, "alpha_c_p1m": -0.020764765430009824, "bench_spy_p1m": 0.04385312799601837, "bench_c_p1m": 0.062022139074724425, "ret_p3m": -0.22789784893049836, "ret_signed_p3m": -0.22789784893049836, "alpha_spy_p3m": -0.21601234722331586, "alpha_c_p3m": -0.30283437164636773, "bench_spy_p3m": -0.0118855017071825, "bench_c_p3m": 0.07493652271586937, "ret_p6m": -0.19056979134580865, "ret_signed_p6m": -0.19056979134580865, "alpha_spy_p6m": -0.23612898594803622, "alpha_c_p6m": -0.18610287986418317, "bench_spy_p6m": 0.04555919460222757, "bench_c_p6m": -0.00446691148162548, "ret_p1y": 0.44793706574094694, "ret_signed_p1y": 0.44793706574094694, "alpha_spy_p1y": 0.2563629921293751, "alpha_c_p1y": 0.28540246553578785, "bench_spy_p1y": 0.19157407361157186, "bench_c_p1y": 0.16253460020515909, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0412573736447146, "alpha_spy_stated": -0.0025957543513037695, "alpha_c_stated": -0.020764765430009824, "price_path": [0.1611, 0.0688, 0.0177, 0.0216, 0.0, 0.0118, 0.0373, 0.0, 0.0373, 0.0334, 0.1081, 0.0923, 0.167, 0.1768, 0.1415, 0.2436, 0.334, 0.3202, 0.444, 0.4165, 0.4165, 0.4853, 0.5226, 0.4853, 0.5088, 0.6326, 0.6974, 0.7466, 0.7289, 0.7367, 0.7878, 0.7721, 0.8134, 0.725, 0.7289, 0.8566, 0.8782, 0.7073, 0.7426, 0.6739, 0.609, 0.6385, 0.6503, 0.6189, 0.7564, 0.7583, 0.7544, 0.7151, 0.8507, 0.7859, 0.6208, 0.6267, 0.5776, 0.5972, 0.6228, 0.6012, 0.5756, 0.5933, 0.5874, 0.4499, 0.3556, 0.4519, -0.0766, 0.0, -0.0196, -0.1061, -0.0373, 0.0393, 0.0236, 0.0314, 0.0511, 0.0668, 0.1454, 0.1847, 0.1297, 0.11, 0.0472, 0.0216, 0.002, -0.0334, -0.0707, -0.0157, 0.0255, 0.0688, 0.0413, 0.0373, -0.0039, -0.002, -0.002, 0.0393, 0.053, -0.0039, 0.0491, 0.0727, 0.0589, 0.0236, -0.0118, -0.0255, -0.0098, -0.0334, -0.0413, -0.0629, -0.113, -0.1336, -0.1768, -0.1965, -0.2259, -0.1847, -0.2259, -0.2063, -0.224, -0.2141, -0.1886, -0.1395, -0.0923, -0.165, -0.1415, -0.0904, -0.1159, -0.112, -0.0727, -0.0786, -0.1316, -0.1729, -0.1532, -0.165, -0.2279, -0.3418, -0.3379, -0.336, -0.3752, -0.3772, -0.3694, -0.4126, -0.4401, -0.4283, -0.446, -0.4224, -0.4361, -0.4145, -0.4047, -0.3635, -0.3654, -0.3635, -0.3674, -0.3458, -0.3084, -0.2809, -0.2868, -0.3124, -0.2888, -0.2947, -0.3084, -0.2888, -0.2996, -0.3418, -0.3713, -0.3418, -0.1297, -0.2033, -0.2358, -0.2888, -0.2967, -0.2908, -0.2888, -0.277, -0.2868, -0.3183, -0.3143, -0.279, -0.2574, -0.2534, -0.2574, -0.2083, -0.1906, -0.2633, -0.2318, -0.2318, -0.2063, -0.165, -0.1159, -0.167, -0.1768, -0.1631, -0.2259, -0.2279, -0.222, -0.2672, -0.1473, -0.1906]}
{"unit_id": "reply:1895507573866221741", "ticker_idx": 0, "ts": "2025-02-28T16:13:17+00:00", "symbol": "IOVA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IOVA can't withstand any competition eroding their TAM at all. REPL threat is *much* more concerning with Amtagvi QoQ already flattening sub $50M", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish IOVA: unable to withstand competition, Amtagvi revenue already flattening, REPL threat is serious.", "resolved_tickers": ["IOVA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@STL_Biotech @JialiangLiang At this rate IOVA can’t withstand any competition eroding their TAM at all.  REPL threat is *much* more concerning with Amtagvi QoQ already flattening sub $50M", "reply_text": null, "parent_text": "@JialiangLiang REPL is the closest one I've come to owning", "quoted_text": null, "parent_author": "STL_Biotech", "ret_m1d": 0.24056615868511688, "ret_signed_m1d": -0.24056615868511688, "alpha_spy_m1d": -0.25593196441015387, "alpha_c_m1d": -0.2520480007545661, "bench_spy_m1d": -0.015365805725036985, "bench_c_m1d": -0.011481842069449244, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.047169768882415086, "ret_signed_p1d": 0.047169768882415086, "alpha_spy_p1d": 0.029649893865868027, "alpha_c_p1d": 0.05153426748484602, "bench_spy_p1d": -0.01751987501654706, "bench_c_p1d": 0.004364498602430933, "ret_p1w": -0.11556598999271694, "ret_signed_p1w": 0.11556598999271694, "alpha_spy_p1w": 0.08483448302289176, "alpha_c_p1w": 0.1179162093116245, "bench_spy_p1w": -0.030731506969825184, "bench_c_p1w": 0.0023502193189075538, "ret_p1m": -0.21462261710738872, "ret_signed_p1m": 0.21462261710738872, "alpha_spy_p1m": 0.15890340485085253, "alpha_c_p1m": 0.1988093574735833, "bench_spy_p1m": -0.0557192122565362, "bench_c_p1m": -0.01581325963380542, "ret_p3m": -0.5872641286632679, "ret_signed_p3m": 0.5872641286632679, "alpha_spy_p3m": 0.5821865975273701, "alpha_c_p3m": 0.4813297463679045, "bench_spy_p3m": -0.005077531135897817, "bench_c_p3m": -0.10593438229536345, "ret_p6m": -0.47405657088387165, "ret_signed_p6m": 0.47405657088387165, "alpha_spy_p6m": 0.5661551789248597, "alpha_c_p6m": 0.4048315674815497, "bench_spy_p6m": 0.09209860804098802, "bench_c_p6m": -0.06922500340232196, "ret_p1y": -0.11556598999271694, "ret_signed_p1y": 0.11556598999271694, "alpha_spy_p1y": 0.2740017200646506, "alpha_c_p1y": 0.18651832607931385, "bench_spy_p1y": 0.15843573007193368, "bench_c_p1y": 0.0709523360865969, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21462261710738872, "alpha_spy_stated": 0.15890340485085253, "alpha_c_stated": 0.1988093574735833, "price_path": [1.1863, 1.1509, 1.217, 1.1981, 1.1392, 1.059, 1.059, 0.9976, 1.1297, 1.1085, 1.0259, 1.0236, 0.8774, 0.8467, 0.8491, 0.842, 0.7123, 0.7028, 0.7406, 0.7594, 0.7665, 0.7925, 0.7382, 0.691, 0.7453, 0.8373, 0.8042, 0.7642, 0.7453, 0.691, 0.5094, 0.3632, 0.3892, 0.3939, 0.3585, 0.3939, 0.3868, 0.4127, 0.4599, 0.4741, 0.4741, 0.4599, 0.4316, 0.4646, 0.3797, 0.3302, 0.3703, 0.4387, 0.3868, 0.342, 0.2547, 0.2476, 0.2594, 0.2594, 0.3137, 0.3113, 0.3325, 0.3231, 0.3632, 0.309, 0.2594, 0.2618, 0.2406, 0.0, -0.0472, -0.0755, -0.0448, -0.1156, -0.1156, -0.1203, -0.0802, -0.0991, -0.1698, -0.1533, -0.1179, -0.158, -0.1604, -0.1651, -0.1651, -0.1439, -0.1792, -0.1887, -0.1439, -0.1604, -0.2146, -0.2335, -0.1651, -0.2335, -0.2925, -0.2854, -0.3278, -0.2288, -0.2783, -0.2217, -0.1958, -0.2382, -0.2759, -0.2783, -0.2736, -0.2429, -0.2476, -0.2075, -0.1722, -0.1486, -0.1604, -0.1533, -0.2146, -0.1745, -0.1745, -0.2689, -0.2618, -0.2524, -0.5873, -0.5448, -0.5778, -0.5967, -0.5849, -0.6085, -0.5684, -0.5495, -0.5849, -0.5873, -0.5802, -0.592, -0.5873, -0.5684, -0.5873, -0.5849, -0.5708, -0.5684, -0.5755, -0.5165, -0.4788, -0.4387, -0.4717, -0.4552, -0.4717, -0.5094, -0.5236, -0.5189, -0.533, -0.5637, -0.5566, -0.5802, -0.5896, -0.6014, -0.5943, -0.5896, -0.5873, -0.5873, -0.5991, -0.5825, -0.5307, -0.5448, -0.559, -0.5259, -0.5425, -0.4741, -0.4481, -0.4741, -0.4127, -0.2618, -0.0637, -0.2241, -0.2618, -0.3042, -0.3113, -0.3703, -0.3939, -0.3679, -0.3325, -0.3514, -0.3915, -0.3774, -0.5024, -0.5354, -0.4741, -0.4222, -0.4222, -0.3986, -0.4104, -0.3868, -0.4033, -0.4009, -0.3656, -0.4033, -0.4222, -0.4292, -0.4741, -0.4741]}
{"unit_id": "quote:1843624623566418110", "ticker_idx": 0, "ts": "2024-10-08T12:08:57+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Well this is again good news for $SRRK (and that $BIIB ➡️ $SRRK buyout prediction some have posited may make even more sense)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SRRK: BIIB's higher-dose Spinraza data is good news for SRRK, which studied its drug with Spinraza, and strengthens the case for a BIIB buyout of SRRK.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Well this is again good news for $SRRK (and that $BIIB ➡️ $SRRK buyout prediction some have posited may make even more sense). \n\nRemember, $RHHBY didn’t study their myostatin drug with Spinraza (nusinersin) because they have their own SMA drug (Evrysdi) that they want to take more market share.\n\n$SRRK did study their drug with Spinraza.  New $BIIB data are apparently showing that higher doses of Spinraza are better than those being used currently, likely making for even stronger “competition” against Roche’s Evrysdi, which has over time been “stealing” market share away from Spinraza.  Does the new high dose data have a chance at reversing or stabilizing that trend?", "reply_text": null, "parent_text": null, "quoted_text": "$BIIB announces detailed results from Part B and Part C of the Phase 2/3 DEVOTE study evaluating the safety and efficacy of an investigational higher dose regimen of nusinersen in spinal muscular atrophy (SMA). #WMS24 \n\nhttps://t.co/div9TFqzZ2", "parent_author": null, "ret_m1d": 0.1624279093033405, "ret_signed_m1d": 0.1624279093033405, "alpha_spy_m1d": 0.17179706974340725, "alpha_c_m1d": 0.1678300720875907, "bench_spy_m1d": -0.009369160440066748, "bench_c_m1d": -0.0054021627842502085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05832483305201719, "ret_signed_p1d": -0.05832483305201719, "alpha_spy_p1d": -0.06525109790171757, "alpha_c_p1d": -0.0685361867252392, "bench_spy_p1d": 0.006926264849700381, "bench_c_p1d": 0.010211353673222012, "ret_p1w": -0.032214271378910864, "ret_signed_p1w": -0.032214271378910864, "alpha_spy_p1w": -0.04374659907402645, "alpha_c_p1w": -0.03919765815744314, "bench_spy_p1w": 0.011532327695115585, "bench_c_p1w": 0.0069833867785322745, "ret_p1m": 0.004747351330451677, "ret_signed_p1m": 0.004747351330451677, "alpha_spy_p1m": -0.026429860482256373, "alpha_c_p1m": 0.029452725191132068, "bench_spy_p1m": 0.03117721181270805, "bench_c_p1m": -0.02470537386068039, "ret_p3m": 0.3852152862384439, "ret_signed_p3m": 0.3852152862384439, "alpha_spy_p3m": 0.35328083004325994, "alpha_c_p3m": 0.4558667474287068, "bench_spy_p3m": 0.03193445619518398, "bench_c_p3m": -0.07065146119026289, "ret_p6m": -0.10783317496971301, "ret_signed_p6m": -0.10783317496971301, "alpha_spy_p6m": -0.028901750251574043, "alpha_c_p6m": -0.003972398621233331, "bench_spy_p6m": -0.07893142471813896, "bench_c_p6m": -0.10386077634847968, "ret_p1y": 0.33808068466378494, "ret_signed_p1y": 0.33808068466378494, "alpha_spy_p1y": 0.18491670615309386, "alpha_c_p1y": 0.38513027545952394, "bench_spy_p1y": 0.15316397851069108, "bench_c_p1y": -0.047049590795739005, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.004747351330451677, "alpha_spy_stated": -0.026429860482256373, "alpha_c_stated": 0.029452725191132068, "price_path": [-0.7196, -0.6972, -0.6914, -0.6877, -0.6843, -0.6965, -0.7033, -0.7046, -0.6874, -0.688, -0.7002, -0.6796, -0.6853, -0.6897, -0.6887, -0.6921, -0.6928, -0.7046, -0.7155, -0.7111, -0.7202, -0.723, -0.7135, -0.6785, -0.6707, -0.6877, -0.6819, -0.684, -0.6812, -0.684, -0.686, -0.6952, -0.6857, -0.6806, -0.6928, -0.6935, -0.684, -0.6846, -0.6914, -0.7023, -0.7087, -0.7277, -0.7121, -0.6952, -0.7053, -0.7199, -0.7094, -0.7253, -0.7206, -0.7196, -0.7114, -0.6816, -0.706, -0.707, -0.708, -0.7067, -0.704, -0.7284, -0.7474, -0.7508, -0.7603, -0.7484, 0.1624, 0.0, -0.0583, -0.1136, -0.1011, -0.0329, -0.0322, -0.0166, -0.0081, 0.0359, 0.0159, -0.0132, -0.0522, -0.0163, 0.0142, 0.0319, 0.0488, 0.0166, -0.0356, -0.0363, -0.0617, -0.0292, 0.0047, -0.0183, -0.0139, -0.0454, -0.096, -0.0715, -0.0675, -0.1017, -0.1055, -0.0553, -0.0553, -0.0956, 0.0146, 0.2791, 0.2567, 0.2937, 0.353, 0.2872, 0.3354, 0.3486, 0.4195, 0.4781, 0.5422, 0.5097, 0.4303, 0.4123, 0.4235, 0.4537, 0.4802, 0.3988, 0.4273, 0.5185, 0.4907, 0.5449, 0.5507, 0.5076, 0.4551, 0.4656, 0.4975, 0.5317, 0.4534, 0.3727, 0.3852, 0.373, 0.4446, 0.4083, 0.5029, 0.4886, 0.4625, 0.5219, 0.5846, 0.5395, 0.4836, 0.4425, 0.4357, 0.4432, 0.37, 0.3693, 0.3581, 0.3572, 0.4205, 0.3808, 0.3547, 0.2933, 0.2557, 0.2611, 0.276, 0.257, 0.253, 0.2889, 0.3276, 0.2784, 0.2601, 0.2326, 0.2553, 0.2194, 0.3164, 0.2286, 0.2577, 0.2255, 0.2252, 0.2208, 0.1919, 0.1699, 0.2136, 0.1716, 0.1733, 0.1773, 0.1489, 0.1519, 0.1407, 0.1207, 0.1465, 0.1285, 0.0905, 0.1312, 0.1136, 0.0902, 0.0193, 0.1034, 0.041, -0.0878, -0.117, -0.1702, -0.0824, -0.1078]}
{"unit_id": "thread:1877049158206431561", "ticker_idx": 0, "ts": "2025-01-08T17:46:07+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Viking having to go back to the drawing board and make new plans for a 6 to 9 month long phase 2b study would be an absolute disaster for the company... This is new a concern for Viking that I personally have not seen anyone discussing", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish VKTX: new FDA obesity guidance requires P2 trials to reach near-maximal weight loss, directly undermining Viking's claim to skip P2b; a forced re-run would delay phase 3 by over a year.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$VKTX $LLY $NVO $AMGN $GPCR $TERN $RHHBY $MRK $ZEAL $ALT\nNewly updated FDA obesity draft guidance from yesterday introduces a potentially massive problem for Viking's VK2735 development plan.\n\nIs $VKTX actually going to be able to go straight to phase 3 with SubQ VK2735, skipping P2b?\n\nThere is some interesting wording in the new FDA Obesity Draft Guidance (which was released just yesterday) that directly contradicts Viking's claims about being able to move straight into P3\n\nNow, of course, this goes directly against what the company has been telling us about their ability to skip P2b, so I have gone back over the history of their discussion around this topic.  Let's review this below and then discuss the new FDA guidance after that:\n\n➡️2/27/24:  Viking first press releases 13 week P2 data for VK2735\n\n➡️4/24/24, 1Q24 EC:  The company is awaiting a Type C meeting with the FDA and is clearly still planning on running a p2b at this time, with the CEO saying \"I think probably 6 or 9 months would be the 2 most likely candidates for duration of the P2b\".\n\n➡️6/6/24, Jeffries Conference:  The type C meeting had still not occurred, however, this was the first time the company even mentioned P3 as a possible next step:  \"whether that's a phase 2b or a phase 3\".  So they were clearly thinking about this straight to phase 3 plan even before the Type C meeting.\n\n➡️7/24/24, 2Q24 EC:  The Type C meeting has occurred by this point.  \"Based on written feedback from the agency, we intend to advance VK2735 into phase 3 development for obesity\".\n\nThis call is also the first mention of an \"End of phase 2\" meeting being planned for the fourth quarter of 2024. \n\nIn the Q&A on this call, the CEO says (referring to the Type C meeting):  \"One of the primary goals was to understand if we were okay to go forward into a P3.  And we *feel * based on the feedback that we got that we are okay to go forward.\"  Notice that these statements clearly suggest that the FDA did not overtly/explicitly tell Viking that they were OK to move into phase 3, but that the company just got that feeling from their feedback. \n\nSo, fast forward back to today - what's the problem with these statements now?   Viking's phase 2 study may not have been long enough to satisfy the FDAs requirements for moving into phase 3 studies.\n\nThe new FDA guidance from yesterday explicitly says: \n \"The duration of phase 2 trials should be sufficient to capture the maximal or near maximal weight reduction effects of the active dosing regimens\".\n\nThis is bad news for Viking, because they themselves have repeatedly said that their phase 2 study did not satisfy this requirement by saying \"Weight loss in all treated cohorts appears to be progressive through 13 weeks and did not show evidence of plateauing.\"  That statement has appeared in numerous Viking press releases, including the one from just this morning. \n\nOf course, we (and the FDA) don't need Viking to tell us this statement to know it is true.  Their existing phase 2 study would be by far the shortest ever conducted prior to entering phase 3 in obesity.  \n\nThey only dosed the drug for 13 weeks in an n=175 study.  Compare this to Tirzepatide's P2 development program, which consisted of 2 studies:  \n  - NCT03311724 in n=111 for 12 weeks\n  - NCT03131687 in n=318 for 26 weeks\nSo Lilly studied ~2.5x the sample size and for up to twice as long as Viking did. \n\nBy the updated FDA guidance from yesterday, even this 2x longer Lilly study from back in 2017 might not meet today's new standard for P2 obesity study length, which now according to the FDA must be long enough to reach \"maximal or near maximal weight reduction\".  \n\nNote that in P3, tirzepatide's weight loss was only ~15% at 26 weeks, and ultimately reached 22.5% at week 72 still technically without having shown a plateau (though the curve is getting quite flat at that point).  Assuming 15% weight loss at week 26, tirzepatide saw another 50% increase in the week 26 weight loss in order to arrive at the final 22.5% weight loss in week 72.  Does that qualify that \"near\" maximal efficacy?  I would say no.  So even this 26 week study of a drug with the same mechanism a VK2735 would not qualify for moving into phase 3 based on new standards.  Why should Viking be able to move to phase 3 with a study that was ***half*** that duration?\n\nInterestingly, EVERYONE else but Viking seems to have already been on top of this problem, because current phase 2 obesity programs have almost entirely been designed to be even longer than the 26 week tirzepatide P2.\n➡️LLY Retatrutide Phase 2 is 48 weeks\n➡️AMGN MariTide Phase 2 is 52 weeks\n➡️PFE Danuglipron Phase 2 is 32 weeks\n➡️LLY Orforglipron Phase 2 is 36 weeks\n➡️NVO Cagrisema Phase 2 is 32 weeks \n➡️BO Survodutide Phase 2 is 46 weeks \n\nThis list goes on, but you get the point.  Other companies likely already knew based on FDA feedback that phase 2 trials should be long enough to get near maximal weight loss.  They were able to see that the original GLP1 P2 studies didn't even get close to maximal weight loss at 26 weeks, so everyone has been designing their studies to be even longer than that (which again, was already 2x longer than Viking's study).\n\nMeanwhile, while everyone else is making their studies much longer than the 26 week tirzepatide studies, Viking has been telling us that they are going to be able to move forward with a study of half that duration...? \n\nEveryone knows that 13 weeks is nowhere near enough to get close to maximum weight loss.  The idea that deeper weight loss will occur with longer studies has been a core bull thesis for $VKTX longs.  As noted above, the company's own official press releases allude to this fact, and the CEO has spoken to this multiple times.  For example, on the 9/4/24 MS conference where he said: \"All of the curves appeared to be still downward at the 13 week endpoint, so it suggests that longer dosing windows could achieve greater weight loss\".\n\nUnfortunately for the company, that statement was bullish at the time that it was made, but yesterday's newly updated FDA guidance officially makes it so that these statements directly contradict the company's supposed ability to move straight into phase 3 with very short 13 week data. \n\nIn going through all of the available transcripts from all of the $VKTX calls that have been conducted since the P2 data were initially released in February of 2024, I have not been able to find a single example of the company explicitly saying that the FDA has already given them overt permission to move into phase 3 during the Type C meeting.  Their language has been much looser than that, with statements such as:\n➡️\"we intend to advance VK2735 into phase 3\" (2Q24 EC 7/24/24)\n➡️\"we feel based on the feedback that we are okay to move forward\" (2Q24 EC 7/24/24)\n➡️\"the feedback we received indicates that it seems to be okay to go directly into a P3 study\"  (MS 9/4/24)\n\nThis language makes it clear to me that the FDA has never given explicit permission to Viking for them move into phase 3, yet investors have largely taken this \"straight to phase 3\" plan as a done deal.  Now, add onto that the fact that we have yesterday's brand new FDA guidance explicitly telling us that P2 studies have to be long enough to reach \"maximal or near maximal\" weight loss, and suddenly Viking's brief 13 week study appears to clearly fall short of the FDA's official requirements for moving into phase 3.\n\nViking's end of phase 2 meeting was supposed to have happened already according to their guidance.  Has it?  Or has this meeting been delayed while the FDA awaited publication of these new guidance documents from yesterday.  Today's Viking PR about the oral program makes no mention either way.  The P2 data were available almost a year ago now (Feb 2024).  Why is it taking so long for Viking to start the phase 3?\n\nWhether the end of phase 2 meeting has happened yet or not, what would make us think that the FDA is going to directly contradict their own brand new guidance by allowing Viking to move from a 13 week P2 study directly into P3?  Every other company is running phase 2 studies that are more than twice as long as Viking's existing P2.  There has to be a reason these companies run the studies for so long, right? \n Why would Viking be an exception to the FDA's rule?  What language could have been included in the Type C meeting feedback that made them \"feel\" like it \"seems to be okay\" to move straight into phase 2?  Would that language from mid year 2024 still be relevant today in light of the brand new FDA guidance from yesterday?\n\nGiven that the market seems to have taken the \"straight to phase 3\" claims at face value, Viking having to go back to the drawing board and make new plans for a 6 to 9 month long phase 2b study would be an absolute disaster for the company.  When including trial design/preparation, trial duration, and subsequent end of phase 2 meeting needs, this would cause well over a year long delay to current \"time to market\" projections.  This would be terrible for Viking's ability to take market share, especially given that it gets their potential launch so much closer to the end of semaglutide's patent life.\n\nPersonally, I don't now how likely this \"disaster\" actually is to occur.  The FDA can be unpredictable and even self-contradictory.  Given how confident the company has seemed about their straight-to-phase-3 plan, there may well have been some very clear language in their Type C meeting feedback that will make them an exception to the new P2 trial duration requirements and make them literally the only company that has ever gotten away with such a short trial duration.  It is entirely possible that they have the \"all clear\" from the FDA, and we will be hearing about their phase 3 trial launching in the first half of this year.  Frankly, knowing the FDA, this outcome would not surprise me at all.\n\nStill, even if not surprising, it would seem odd to me that Viking could get away with a 13 week study while: \n➡️Everyone else  is currently running 32-52 week phase 2s\n➡️Yesterday's new FDA guidance clearly says P2s need to be long enough to get near maximal weight loss and yet:\n     ↪️Viking itself has repeatedly said in official documents and investors calls that their 13 week data did not suggest maximal weight loss\n     ↪️Even Lilly's original P2 tirzepatide study that was 2x longer than Viking's does not meet the new FDA guidance of reaching near maximal weight loss\n\nThis is new a concern for Viking that I personally have not seen anyone discussing.  I'm sure opinions will vary on how likely it is that we actually see the \"disaster\" scenario of needing to run a 2nd phase 2 study occur.  However, from my perspective, it is at least important to consider this potential problem as a legitimate brand new threat for Viking in spite of the fact that everyone seems to have taken the \"Straight to phase 3\" plan for granted.\n\n---\n\nJPM presentation has a slide that confirms EOP2 meeting occurred in Dec (consistent with sellside statements) and P3 studies still planned for 1H25. https://t.co/fjP103tJPS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02610840919037649, "ret_signed_m1d": -0.02610840919037649, "alpha_spy_m1d": -0.027567289419500596, "alpha_c_m1d": -0.031235467077391332, "bench_spy_m1d": -0.0014588802291241043, "bench_c_m1d": -0.005127057887014841, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03177332880079631, "ret_signed_p1d": 0.03177332880079631, "alpha_spy_p1d": 0.016506004505927874, "alpha_c_p1d": 0.02614766508938593, "bench_spy_p1d": -0.015267324294868434, "bench_c_p1d": -0.005625663711410378, "ret_p1w": -0.19802949268470704, "ret_signed_p1w": 0.19802949268470704, "alpha_spy_p1w": 0.20167685122476953, "alpha_c_p1w": 0.20301421864857017, "bench_spy_p1w": 0.003647358540062484, "bench_c_p1w": 0.004984725963863124, "ret_p1m": -0.25689652191675205, "ret_signed_p1m": 0.25689652191675205, "alpha_spy_p1m": 0.28295300953175095, "alpha_c_p1m": 0.29869680980027535, "bench_spy_p1m": 0.026056487614998902, "bench_c_p1m": 0.0418002878835233, "ret_p3m": -0.46995070772032743, "ret_signed_p3m": 0.46995070772032743, "alpha_spy_p3m": 0.36251570518916554, "alpha_c_p3m": 0.43421673518861226, "bench_spy_p3m": -0.1074350025311619, "bench_c_p3m": -0.035733972531715175, "ret_p6m": -0.22093595198216753, "ret_signed_p6m": 0.22093595198216753, "alpha_spy_p6m": 0.28718341568629524, "alpha_c_p6m": 0.1908108786373729, "bench_spy_p6m": 0.06624746370412771, "bench_c_p6m": -0.03012507334479464, "ret_p1y": -0.21773395511021942, "ret_signed_p1y": 0.21773395511021942, "alpha_spy_p1y": 0.4108389162402709, "alpha_c_p1y": 0.3581467287896939, "bench_spy_p1y": 0.1931049611300515, "bench_c_p1y": 0.14041277367947447, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25689652191675205, "alpha_spy_stated": 0.28295300953175095, "alpha_c_stated": 0.29869680980027535, "price_path": [0.6424, 0.5429, 0.5382, 0.6217, 0.6207, 0.6103, 0.6219, 0.5915, 0.6207, 0.5847, 0.5278, 0.4874, 0.8034, 0.9219, 0.8355, 0.8067, 0.7672, 0.7867, 0.7951, 0.5552, 0.5919, 0.6224, 0.6958, 0.6867, 0.551, 0.4926, 0.3562, 0.3195, 0.2212, 0.2096, 0.2687, 0.2692, 0.2717, 0.2953, 0.2805, 0.3158, 0.3426, 0.3039, 0.2687, 0.2379, 0.2621, 0.2286, 0.2512, 0.2401, 0.1786, 0.2121, 0.1791, 0.1584, 0.1633, 0.1502, -0.0571, 0.0219, 0.0406, 0.0424, 0.0431, 0.0512, 0.0138, -0.0204, -0.0089, 0.0128, 0.0564, 0.0475, 0.0261, 0.0, -0.0318, -0.0424, -0.1643, -0.1414, -0.198, -0.1958, -0.1904, -0.1613, -0.1394, -0.1502, -0.1759, -0.1547, -0.1766, -0.1702, -0.1933, -0.2236, -0.2027, -0.1749, -0.2251, -0.198, -0.2569, -0.2621, -0.2778, -0.2734, -0.2493, -0.2793, -0.2047, -0.2209, -0.1608, -0.2808, -0.3025, -0.3148, -0.2938, -0.2889, -0.367, -0.3081, -0.3118, -0.2936, -0.2833, -0.3113, -0.3468, -0.2722, -0.2677, -0.2392, -0.2653, -0.2744, -0.2594, -0.3017, -0.2869, -0.2788, -0.3108, -0.3512, -0.3564, -0.3682, -0.4052, -0.4111, -0.3675, -0.4034, -0.4429, -0.4759, -0.5079, -0.431, -0.47, -0.4527, -0.3948, -0.4308, -0.4187, -0.4103, -0.4158, -0.3724, -0.3648, -0.368, -0.3845, -0.3611, -0.3118, -0.2889, -0.2952, -0.2768, -0.2736, -0.3347, -0.3212, -0.314, -0.3214, -0.303, -0.3169, -0.3456, -0.3251, -0.2998, -0.3227, -0.2938, -0.3288, -0.317, -0.3355, -0.3305, -0.3318, -0.3064, -0.3399, -0.3567, -0.3446, -0.335, -0.334, -0.3145, -0.3209, -0.2823, -0.2869, -0.2961, -0.3576, -0.336, -0.349, -0.3527, -0.3594, -0.3877, -0.3362, -0.3328, -0.3062, -0.3468, -0.3473, -0.3431, -0.3172, -0.3057, -0.3224, -0.2564, -0.2512, -0.2293, -0.2337, -0.2209]}
{"unit_id": "reply:1887286056761889009", "ticker_idx": 0, "ts": "2025-02-05T23:43:54+00:00", "symbol": "VIR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I actually like $VIR PSMA data better. All about therapeutic window. There's looks likely to be wider than $JANX.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish VIR over JANX on PSMA therapeutic window; author prefers VIR's data profile.", "resolved_tickers": ["VIR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@avidresearch There’s a counter argument to this but I actually like $VIR PSMA data better.  All about therapeutic window.  There’s looks likely to be wider than $JANX. (In my opinion of course)", "reply_text": null, "parent_text": "For some odd reason $VIR has not been able to catch a bid. While $JANX has the stronger PSMA data, $VIR data in very late stage HER2 was impressive enough to warrant credit (no competition). They are also on track to file IND for  EGFR drug this year. Good masked TCE.", "quoted_text": null, "parent_author": "avidresearch", "ret_m1d": -0.017595245313385077, "ret_signed_m1d": -0.017595245313385077, "alpha_spy_m1d": -0.014131653927066945, "alpha_c_m1d": -0.02663563526663759, "bench_spy_m1d": -0.0034635913863181322, "bench_c_m1d": 0.009040389953252514, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03812310919841755, "ret_signed_p1d": -0.03812310919841755, "alpha_spy_p1d": -0.028969595247346214, "alpha_c_p1d": -0.033432983673418515, "bench_spy_p1d": -0.009153513951071335, "bench_c_p1d": -0.004690125524999034, "ret_p1w": -0.06353857747956271, "ret_signed_p1w": -0.06353857747956271, "alpha_spy_p1w": -0.06916276675621091, "alpha_c_p1w": -0.05857673263680385, "bench_spy_p1w": 0.005624189276648206, "bench_c_p1w": -0.004961844842758856, "ret_p1m": -0.27956987142269574, "ret_signed_p1m": -0.27956987142269574, "alpha_spy_p1m": -0.20413119643377164, "alpha_c_p1m": -0.28330844946167066, "bench_spy_p1m": -0.07543867498892409, "bench_c_p1m": 0.003738578038974927, "ret_p3m": -0.4711632366085662, "ret_signed_p3m": -0.4711632366085662, "alpha_spy_p3m": -0.40591690725469065, "alpha_c_p3m": -0.38646364117785925, "bench_spy_p3m": -0.06524632935387553, "bench_c_p3m": -0.08469959543070693, "ret_p6m": -0.579667606730424, "ret_signed_p6m": -0.579667606730424, "alpha_spy_p6m": -0.6368422569028817, "alpha_c_p6m": -0.47205033080772274, "bench_spy_p6m": 0.05717465017245771, "bench_c_p6m": -0.1076172759227012, "ret_p1y": -0.2883674940793882, "ret_signed_p1y": -0.2883674940793882, "alpha_spy_p1y": -0.44633564333204057, "alpha_c_p1y": -0.36959048110977155, "bench_spy_p1y": 0.15796814925265235, "bench_c_p1y": 0.08122298703038333, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.27956987142269574, "alpha_spy_stated": -0.20413119643377164, "alpha_c_stated": -0.28330844946167066, "price_path": [-0.0841, -0.0577, -0.0059, -0.045, -0.0616, -0.0352, -0.0958, -0.1222, -0.1554, -0.217, -0.3128, -0.3226, -0.3412, -0.3206, -0.304, -0.2727, -0.2551, -0.2317, -0.2219, -0.2033, -0.1007, -0.1813, -0.2209, -0.1838, -0.1476, -0.2092, -0.2356, -0.2737, -0.2717, -0.261, -0.2815, -0.3006, -0.2796, -0.2825, -0.2825, -0.2786, -0.2766, -0.2703, -0.2835, -0.2825, -0.2893, -0.2669, -0.2229, -0.2287, 0.2199, 0.1828, 0.0283, -0.0005, 0.0264, -0.0176, -0.0117, 0.0186, 0.0293, 0.0948, 0.0391, 0.0049, 0.0352, 0.0655, 0.0078, 0.0166, -0.0244, -0.0523, -0.0176, 0.0, -0.0381, -0.0831, -0.1134, -0.1095, -0.0635, -0.0567, -0.0533, -0.0371, -0.042, -0.0645, -0.0743, -0.1105, -0.1007, -0.2072, -0.1799, -0.2258, -0.1984, -0.1965, -0.2111, -0.2219, -0.2796, -0.2825, -0.284, -0.3157, -0.3011, -0.3152, -0.3226, -0.3206, -0.3284, -0.3226, -0.2962, -0.3206, -0.3558, -0.348, -0.3451, -0.3666, -0.3959, -0.3666, -0.4174, -0.4545, -0.4604, -0.4927, -0.4409, -0.4839, -0.4594, -0.4555, -0.4506, -0.4687, -0.4624, -0.4516, -0.433, -0.4164, -0.3851, -0.4018, -0.4037, -0.4154, -0.4018, -0.4057, -0.3978, -0.3988, -0.4497, -0.4516, -0.4712, -0.5029, -0.4819, -0.5406, -0.5601, -0.5552, -0.5503, -0.5464, -0.5376, -0.5591, -0.5494, -0.5601, -0.5445, -0.5347, -0.4927, -0.5171, -0.5044, -0.4888, -0.4839, -0.4966, -0.4673, -0.4692, -0.4702, -0.4868, -0.4897, -0.4897, -0.4878, -0.5015, -0.4907, -0.4888, -0.5064, -0.4848, -0.4927, -0.4809, -0.4946, -0.5073, -0.5005, -0.4692, -0.4712, -0.4848, -0.4819, -0.4203, -0.4203, -0.4477, -0.4624, -0.4819, -0.4712, -0.4633, -0.4712, -0.4604, -0.4399, -0.4282, -0.437, -0.4477, -0.4643, -0.4868, -0.4878, -0.5044, -0.5083, -0.5015, -0.5005, -0.5034, -0.5748, -0.5797]}
{"unit_id": "quote:1883974597609230591", "ticker_idx": 0, "ts": "2025-01-27T20:25:21+00:00", "symbol": "IBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm surprised you can still buy $IBIO around where their recent PIPE was done ($2.85) given all of the positive developments that have occurred since then", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish IBIO at ~$2.85 PIPE price given MOA validation from SRRK hit and all competing ActIIRb approaches failing; also on record long SRRK with P2 obesity data due Q2.", "resolved_tickers": ["IBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "With $VERU getting crushed today, it seems to me that there is only one approach left in studies to address the \"muscle loss\" problem in obesity ➡️Myostatin.\n\nThat leaves $SRRK and $IBIO as the only two public SMID cap companies I know of that are still in play.  Obviously I am on record for liking $SRRK, but haven't commented much on $IBIO.\n\nI'm surprised you can still buy $IBIO around where their recent PIPE was done ($2.85) given all of the positive developments that have occurred since then:\n\n➡️$SRRK hit on function in SMA.  This is huge because this is the MOA of $IBIO's lead drug, and there were many doubters of this MOA before.\n         ↪️$SRRK traded up ~500% on this validation.  $IBIO is up only ~30%, which is a tiny move by market cap.  Why not more upside on proving a highly doubted MOA?\n➡️$BHVN failed in SMA with their ActIIRb targeting drug.  This is huge because this was the leading \"competitive\" MOA in the space, which was getting much more credit before myostatin hit.\n➡️$KROS also failed in their ActIIRb in obesity, not just in SMA like $BHVN.\n➡️$BHVN & $KROS have negative readthrough to $LLY's muscle/obesity approach, as they paid up to $1.9B for the Versanis ActIIRb pipeline in 2023.\n➡️$BIOA also failed in their muscle preserving obesity approach.\n\nSo, not only has $SRRK validated $IBIO's MOA that almost everyone expected to fail (on functional endpoints, no less!), but every other competitive approach that I'm aware has since failed.  Schwab still has $IBIO at a ~$28M valuation (though this does not account for warrants from the PIPE), and $SRRK P2 obesity data with their MOA is right around the corner in Q2.\n\nThis low valuation and lack of response to positive developments for $IBIO really doesn't make sense to me, especially given the significant attention and value that muscle-preservation approaches like ActIIRb got before they started failing (and before $SRRK showed myostatin succeeding!).", "reply_text": null, "parent_text": null, "quoted_text": "Could $SRRK be the best biotech story for 2024? I first tweeted about $SRRK almost exactly a year ago.  I was bullish at the time, but even I am amazed by how it seems that *everything* has gone right for them (in spite of significant market skepticism).\n\n- They got a *clean* hit", "parent_author": null, "ret_m1d": 0.030201313286331244, "ret_signed_m1d": 0.030201313286331244, "alpha_spy_m1d": 0.015852784867063985, "alpha_c_m1d": 0.05216006574795096, "bench_spy_m1d": 0.014348528419267259, "bench_c_m1d": -0.021958752461619713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013422805905036084, "ret_signed_p1d": -0.013422805905036084, "alpha_spy_p1d": -0.022015330153108748, "alpha_c_p1d": -0.006442092366304442, "bench_spy_p1d": 0.008592524248072664, "bench_c_p1d": -0.006980713538731642, "ret_p1w": 0.05033560215011956, "ret_signed_p1w": 0.05033560215011956, "alpha_spy_p1w": 0.0530050548610439, "alpha_c_p1w": 0.05108118090298486, "bench_spy_p1w": -0.002669452710924336, "bench_c_p1w": -0.0007455787528652946, "ret_p1m": 0.26174495516690666, "ret_signed_p1m": 0.26174495516690666, "alpha_spy_p1m": 0.26980323671591633, "alpha_c_p1m": 0.2599150327119575, "bench_spy_p1m": -0.008058281549009672, "bench_c_p1m": 0.0018299224549491733, "ret_p3m": -0.6476510249678655, "ret_signed_p3m": -0.6476510249678655, "alpha_spy_p3m": -0.5694642227304679, "alpha_c_p3m": -0.5906279869436661, "bench_spy_p3m": -0.0781868022373976, "bench_c_p3m": -0.05702303802419939, "ret_p6m": -0.7684563781209832, "ret_signed_p6m": -0.7684563781209832, "alpha_spy_p6m": -0.8346671535414274, "alpha_c_p6m": -0.6874284727017056, "bench_spy_p6m": 0.06621077542044418, "bench_c_p6m": -0.08102790541927762, "ret_p1y": -0.25167785073812954, "ret_signed_p1y": -0.25167785073812954, "alpha_spy_p1y": -0.4255545842303615, "alpha_c_p1y": -0.3158876508509597, "bench_spy_p1y": 0.17387673349223198, "bench_c_p1y": 0.06420980011283017, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.26174495516690666, "alpha_spy_stated": 0.26980323671591633, "alpha_c_stated": 0.2599150327119575, "price_path": [-0.0839, -0.0604, -0.0436, -0.0369, -0.0604, -0.0772, -0.1309, -0.104, -0.104, -0.1074, -0.1376, -0.1477, -0.1409, -0.1409, -0.1443, -0.2215, -0.2785, -0.2349, -0.2685, -0.2517, -0.2651, -0.1779, -0.1141, -0.1409, -0.1477, -0.1174, -0.0134, -0.0604, -0.1275, -0.1141, -0.1309, -0.0705, -0.0738, -0.1074, -0.1275, -0.1577, -0.2248, -0.2114, -0.1879, -0.1946, -0.1879, -0.1678, -0.2081, -0.1879, -0.1913, -0.1779, -0.2013, -0.1779, -0.1879, -0.1779, -0.1745, -0.0906, -0.0872, -0.1443, -0.1678, -0.0839, -0.0436, -0.047, -0.0503, -0.0201, 0.0302, 0.0101, 0.0302, 0.0, -0.0134, -0.0067, -0.0034, 0.0101, 0.0503, 0.0671, 0.1409, 0.2047, 0.2483, 0.1477, 0.0638, 0.2349, 0.2081, 0.151, 0.2349, 0.2919, 0.2181, 0.1678, 0.1544, 0.3054, 0.2617, 0.6946, 0.9564, 1.151, 0.9966, 1.1242, 1.0638, 0.8792, 0.8591, 0.9195, 0.8624, 0.7215, 0.7047, 0.6309, 0.5168, 0.4732, 0.5302, 0.5537, 0.5537, 0.4799, 0.4463, 0.4799, 0.3826, 0.349, 0.3121, 0.3826, 0.2752, 0.0839, -0.4933, -0.5973, -0.5705, -0.594, -0.5973, -0.604, -0.6309, -0.6711, -0.7013, -0.7148, -0.7651, -0.745, -0.7148, -0.6913, -0.6477, -0.6477, -0.6443, -0.6544, -0.6611, -0.6711, -0.7148, -0.7148, -0.7215, -0.7416, -0.7349, -0.7315, -0.755, -0.755, -0.7315, -0.7315, -0.7248, -0.7416, -0.7349, -0.7248, -0.7282, -0.7282, -0.7383, -0.7416, -0.7248, -0.7181, -0.6678, -0.6879, -0.6711, -0.6946, -0.6812, -0.6779, -0.6544, -0.6879, -0.7081, -0.7282, -0.698, -0.7416, -0.7617, -0.7483, -0.755, -0.7617, -0.745, -0.745, -0.7483, -0.7517, -0.7517, -0.7383, -0.7181, -0.7181, -0.7215, -0.7282, -0.7416, -0.7584, -0.755, -0.755, -0.755, -0.755, -0.7517, -0.745, -0.7517, -0.755, -0.7617, -0.7685]}
{"unit_id": "quote:1883974597609230591", "ticker_idx": 1, "ts": "2025-01-27T20:25:21+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am on record for liking $SRRK", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish IBIO at ~$2.85 PIPE price given MOA validation from SRRK hit and all competing ActIIRb approaches failing; also on record long SRRK with P2 obesity data due Q2.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "With $VERU getting crushed today, it seems to me that there is only one approach left in studies to address the \"muscle loss\" problem in obesity ➡️Myostatin.\n\nThat leaves $SRRK and $IBIO as the only two public SMID cap companies I know of that are still in play.  Obviously I am on record for liking $SRRK, but haven't commented much on $IBIO.\n\nI'm surprised you can still buy $IBIO around where their recent PIPE was done ($2.85) given all of the positive developments that have occurred since then:\n\n➡️$SRRK hit on function in SMA.  This is huge because this is the MOA of $IBIO's lead drug, and there were many doubters of this MOA before.\n         ↪️$SRRK traded up ~500% on this validation.  $IBIO is up only ~30%, which is a tiny move by market cap.  Why not more upside on proving a highly doubted MOA?\n➡️$BHVN failed in SMA with their ActIIRb targeting drug.  This is huge because this was the leading \"competitive\" MOA in the space, which was getting much more credit before myostatin hit.\n➡️$KROS also failed in their ActIIRb in obesity, not just in SMA like $BHVN.\n➡️$BHVN & $KROS have negative readthrough to $LLY's muscle/obesity approach, as they paid up to $1.9B for the Versanis ActIIRb pipeline in 2023.\n➡️$BIOA also failed in their muscle preserving obesity approach.\n\nSo, not only has $SRRK validated $IBIO's MOA that almost everyone expected to fail (on functional endpoints, no less!), but every other competitive approach that I'm aware has since failed.  Schwab still has $IBIO at a ~$28M valuation (though this does not account for warrants from the PIPE), and $SRRK P2 obesity data with their MOA is right around the corner in Q2.\n\nThis low valuation and lack of response to positive developments for $IBIO really doesn't make sense to me, especially given the significant attention and value that muscle-preservation approaches like ActIIRb got before they started failing (and before $SRRK showed myostatin succeeding!).", "reply_text": null, "parent_text": null, "quoted_text": "Could $SRRK be the best biotech story for 2024? I first tweeted about $SRRK almost exactly a year ago.  I was bullish at the time, but even I am amazed by how it seems that *everything* has gone right for them (in spite of significant market skepticism).\n\n- They got a *clean* hit", "parent_author": null, "ret_m1d": 0.028443795449731635, "ret_signed_m1d": 0.028443795449731635, "alpha_spy_m1d": 0.014095267030464376, "alpha_c_m1d": 0.05040254791135135, "bench_spy_m1d": 0.014348528419267259, "bench_c_m1d": -0.021958752461619713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004701475285263879, "ret_signed_p1d": -0.004701475285263879, "alpha_spy_p1d": -0.013293999533336542, "alpha_c_p1d": 0.0022792382534677635, "bench_spy_p1d": 0.008592524248072664, "bench_c_p1d": -0.006980713538731642, "ret_p1w": -0.05853318347151071, "ret_signed_p1w": -0.05853318347151071, "alpha_spy_p1w": -0.05586373076058637, "alpha_c_p1w": -0.05778760471864541, "bench_spy_p1w": -0.002669452710924336, "bench_c_p1w": -0.0007455787528652946, "ret_p1m": -0.12976023363809663, "ret_signed_p1m": -0.12976023363809663, "alpha_spy_p1m": -0.12170195208908696, "alpha_c_p1m": -0.1315901560930458, "bench_spy_p1m": -0.008058281549009672, "bench_c_p1m": 0.0018299224549491733, "ret_p3m": -0.2555242267346963, "ret_signed_p3m": -0.2555242267346963, "alpha_spy_p3m": -0.17733742449729872, "alpha_c_p3m": -0.19850118871049693, "bench_spy_p3m": -0.0781868022373976, "bench_c_p3m": -0.05702303802419939, "ret_p6m": -0.12388341194981245, "ret_signed_p6m": -0.12388341194981245, "alpha_spy_p6m": -0.19009418737025663, "alpha_c_p6m": -0.042855506530534826, "bench_spy_p6m": 0.06621077542044418, "bench_c_p6m": -0.08102790541927762, "ret_p1y": 0.013869302771277958, "ret_signed_p1y": 0.013869302771277958, "alpha_spy_p1y": -0.16000743072095402, "alpha_c_p1y": -0.050340497341552215, "bench_spy_p1y": 0.17387673349223198, "bench_c_p1y": 0.06420980011283017, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12976023363809663, "alpha_spy_stated": -0.12170195208908696, "alpha_c_stated": -0.1315901560930458, "price_path": [-0.343, -0.3181, -0.2969, -0.2847, -0.2729, -0.2953, -0.3315, -0.3319, -0.3496, -0.327, -0.3035, -0.3195, -0.3164, -0.3383, -0.3733, -0.3564, -0.3535, -0.3773, -0.3799, -0.3451, -0.3451, -0.3731, -0.2967, -0.1133, -0.1288, -0.1032, -0.0621, -0.1077, -0.0743, -0.0651, -0.016, 0.0247, 0.0691, 0.0465, -0.0085, -0.0209, -0.0132, 0.0078, 0.0261, -0.0303, -0.0106, 0.0527, 0.0334, 0.071, 0.075, 0.0451, 0.0087, 0.016, 0.0381, 0.0618, 0.0075, -0.0484, -0.0397, -0.0482, 0.0014, -0.0237, 0.0418, 0.032, 0.0139, 0.055, 0.0985, 0.0672, 0.0284, 0.0, -0.0047, 0.0005, -0.0503, -0.0508, -0.0585, -0.0591, -0.0153, -0.0428, -0.0609, -0.1034, -0.1295, -0.1258, -0.1154, -0.1286, -0.1314, -0.1065, -0.0797, -0.1138, -0.1265, -0.1455, -0.1298, -0.1547, -0.0874, -0.1483, -0.1281, -0.1504, -0.1507, -0.1537, -0.1737, -0.189, -0.1587, -0.1878, -0.1866, -0.1838, -0.2036, -0.2015, -0.2092, -0.2231, -0.2052, -0.2177, -0.244, -0.2158, -0.228, -0.2442, -0.2934, -0.2351, -0.2783, -0.3677, -0.3879, -0.4248, -0.3639, -0.3815, -0.3418, -0.3199, -0.2896, -0.3004, -0.2772, -0.2992, -0.2562, -0.2355, -0.1918, -0.2287, -0.2555, -0.2297, -0.2264, -0.2299, -0.2264, -0.2344, -0.311, -0.3018, -0.2715, -0.279, -0.237, -0.2619, -0.2821, -0.2753, -0.2819, -0.291, -0.2586, -0.2779, -0.284, -0.2948, -0.2837, -0.3216, -0.2985, -0.3181, -0.3004, -0.2727, -0.2755, -0.1949, -0.1953, -0.1991, -0.1909, -0.224, -0.2167, -0.2372, -0.2447, -0.2677, -0.1462, -0.1998, -0.2177, -0.2146, -0.1582, -0.166, -0.1582, -0.1674, -0.2064, -0.1643, -0.154, -0.166, -0.1951, -0.1305, -0.104, -0.1199, -0.0929, -0.0889, -0.0327, 0.0075, -0.0428, -0.0334, -0.0602, -0.0665, -0.0806, -0.0844, -0.1281, -0.1239]}
{"unit_id": "reply:1599800148468518913", "ticker_idx": 0, "ts": "2022-12-05T16:17:32+00:00", "symbol": "AVXL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The $AVXL story has gotten as positive as it's going to get. The spin job is already running out of steam.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AVXL: claims the positive narrative has peaked and the spin is losing momentum, implying downside from here.", "resolved_tickers": ["AVXL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MattNachtrab @Pogo881 There is not a company in the world that would hide a shred of positive data in Alzheimer’s disease. The $AVXL story has gotten as positive as it’s going to get. The spin job is already running out of steam.", "reply_text": null, "parent_text": "@Pogo881 I’d say I’m slightly negatively biased on $avxl but it would be amazing if they released more information around this trial to allow a full evaluation of the significant improvement they claim. For now I’d lean toward lecanemab or $sava", "quoted_text": null, "parent_author": "MattNachtrab", "ret_m1d": 0.25782883994776484, "ret_signed_m1d": -0.25782883994776484, "alpha_spy_m1d": -0.23951003101697643, "alpha_c_m1d": -0.24814961211823294, "bench_spy_m1d": 0.01831880893078841, "bench_c_m1d": 0.0096792278295319, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1252609414218986, "ret_signed_p1d": 0.1252609414218986, "alpha_spy_p1d": 0.11084598442059734, "alpha_c_p1d": 0.11767612320525356, "bench_spy_p1d": -0.014414957001301243, "bench_c_p1d": -0.007584818216645028, "ret_p1w": -0.09498954641536916, "ret_signed_p1w": 0.09498954641536916, "alpha_spy_p1w": 0.09338798259581915, "alpha_c_p1w": 0.10228505766061557, "bench_spy_p1w": -0.0016015638195500115, "bench_c_p1w": 0.007295511245246411, "ret_p1m": 0.030271395006529422, "ret_signed_p1m": -0.030271395006529422, "alpha_spy_p1m": -0.07648854700079333, "alpha_c_p1m": -0.05523717339061507, "bench_spy_p1m": -0.046217151994263905, "bench_c_p1m": -0.024965778384085646, "ret_p3m": 0.05532356338121547, "ret_signed_p3m": -0.05532356338121547, "alpha_spy_p3m": -0.05241595475751648, "alpha_c_p3m": -0.13889426780923564, "bench_spy_p3m": 0.0029076086236989873, "bench_c_p3m": -0.08357070442802017, "ret_p6m": -0.020876806978905038, "ret_signed_p6m": 0.020876806978905038, "alpha_spy_p6m": 0.09734040642618902, "alpha_c_p6m": -0.038440465943737734, "bench_spy_p6m": 0.07646359944728398, "bench_c_p6m": -0.05931727292264277, "ret_p1y": -0.16388305921999002, "ret_signed_p1y": 0.16388305921999002, "alpha_spy_p1y": 0.3198653454106184, "alpha_c_p1y": 0.1330150448679348, "bench_spy_p1y": 0.15598228619062837, "bench_c_p1y": -0.030868014352055217, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030271395006529422, "alpha_spy_stated": -0.07648854700079333, "alpha_c_stated": -0.05523717339061507, "price_path": [-0.0637, -0.001, 0.0407, 0.0752, 0.0365, -0.0177, 0.0042, -0.0073, -0.0344, -0.0522, -0.0397, -0.0397, -0.0251, -0.0418, -0.071, -0.0344, 0.0908, 0.0177, 0.0772, 0.095, 0.1367, 0.1284, 0.1514, 0.0971, 0.0783, 0.1347, 0.1033, 0.1451, 0.1065, 0.3038, 0.2829, 0.1691, 0.1639, 0.2474, 0.2286, 0.239, 0.2443, 0.2192, 0.2797, 0.2704, 0.2944, 0.2296, 0.2234, 0.2244, 0.1994, 0.2704, 0.2307, 0.3987, 0.5063, 0.4729, 0.4666, 0.4374, 0.3351, 0.3236, 0.1931, 0.1921, 0.1858, 0.2411, -0.0501, -0.0668, -0.0793, -0.0741, 0.2578, 0.0, -0.1253, -0.1138, -0.1566, -0.2015, -0.095, -0.0877, -0.0783, -0.1284, -0.0981, -0.1117, -0.0908, -0.1013, -0.1054, -0.118, -0.1482, -0.1451, -0.047, -0.0334, 0.0104, 0.0407, 0.0303, 0.0438, 0.0282, 0.0846, 0.1273, 0.1701, 0.1044, 0.0919, 0.0574, 0.0543, 0.0752, 0.0929, 0.119, 0.1263, 0.0981, 0.1023, 0.0491, 0.1347, 0.1472, 0.1868, 0.1754, 0.1597, 0.2265, 0.1409, 0.0866, 0.1002, 0.096, 0.1065, 0.0929, 0.0877, 0.1044, 0.0438, 0.0553, 0.0365, 0.0146, 0.0073, -0.0063, 0.0104, 0.0094, 0.0365, 0.0303, 0.0261, 0.0553, 0.0104, -0.0626, -0.0188, -0.0052, -0.023, -0.0042, -0.0073, -0.0334, -0.0501, -0.1106, -0.0939, -0.0898, -0.1117, -0.1315, -0.1065, -0.1315, -0.1054, -0.1117, -0.1576, -0.1785, -0.1868, -0.1962, -0.1994, -0.2004, -0.1576, -0.1775, -0.1514, -0.1524, -0.1451, -0.1681, -0.1618, -0.1806, -0.1889, -0.1399, -0.1451, -0.1503, -0.142, -0.1649, -0.1294, -0.1232, -0.119, -0.1221, -0.0532, -0.023, -0.0407, -0.0501, -0.0094, -0.0595, -0.0084, -0.0303, -0.0136, -0.0084, -0.0334, -0.0386, -0.0647, -0.0271, -0.0418, -0.0355, -0.0501, -0.0459, -0.0532, -0.0491, -0.0209]}
{"unit_id": "thread:1854639638880657838", "ticker_idx": 0, "ts": "2024-11-07T21:38:42+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am going to keep this thread calling out $CGEM as being undervalued pinned for a while, because I am feeling pretty confident about it. I want to call my shot on this one.", "tweet_type": "analysis", "timeline": "months", "summary": "Long CGEM: EV <$200M is a significant mispricing given CD19 TCE lead in I&I, zero CRS, massive TAM, pharma M&A comps, and positive lupus data expected in 2025.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have never pinned anything on X, but I am going to keep this thread calling out  $CGEM as being undervalued pinned for a while, because I am feeling pretty confident about it.  I want to call my shot on this one.  The thread isn't short, but I hope it does a good job of documenting the general basis for what I think is a significant mispricing of Cullinan. \n\nIn the $15s right now, the market cap is under a billion, and the EV is <$200M with their surprisingly strong balance sheet. \n\nMaybe there is some value in their oncology assets (they did get some good $ for half of zipalertinib ownership), but personally I am writing those off completely and focusing on CLN-978, their CD3xCD19 T-Cell Engager for I&I.\n\n---\n\nPart 1:  The Foundational Data. \n\nThe CD19 I&I hype really started with a small cohort of patients from Georg Schett.  This showed impressive efficacy of CD-19 CAR-T in 15 patients with Lupus, Inflammatory Myositis, and Systemic Sclerosis.  \n\nThe most impressive data was from the Lupus patients, who universally went from severe disease that was refractory to essentially all available treatments to having no disease activity and no need for continuing medications after the CAR-T infusion. \n\nThis got a lot of people excited, as it looks like some patients have been *cured* of their lupus.  Given how severe their disease was and how poor the standard of care is even for less severe cases of Lupus, these results were truly remarkable. \n\nSince then, several other small studies of CD19 CAR-T in multiple different I&I conditions have been published showing similar, sometimes curative-appearing results (won't discuss all of these for the sake of brevity, but there's a lot going on in this space). \n\nhttps://t.co/5B1GC5BCKJ\n\n---\n\nPart 2:  CAR-T has I&I POC - So why not just use CAR-T?  Why would you need $CGEM's TCE?\n\nThe simplest answer is that it is flat-out not possible to scale current CAR-T technologies to the massive markets in I&I indications.  Sure, maybe it could scale profitably for a few thousand of the most severe patients in the world, but we are talking about indications with hundreds of thousands to millions of patients.  Conventional CAR-T can't address a fraction of that.  Take $JNJ's Carvykti as a case study.  The demand for the drug is greater than they can supply and has been for years despite efforts to scale up.  They are losing out on money because they literally can't make enough doses.  Yet, if you back out how many patients are being dosed based on Carvytki revenues, it is only a few thousand patients per year at most.  This is not a reasonable modality for large I&I markets\n\n$CGEM's TCE, however, uses an antibody modality that can easily scale to I&I mass market demand.\n\nScalability is just the simplest answer though.  Other drawbacks of CAR-T include dangerous and unpleasant lymphodepletion (chemotherapy) requirements, as well as the outstanding question of the long-term cancer risk associated with current lentivirus-based CAR-T programs.  These are not suitable for mass market I&I conditions. TCE's like $CGEM's would not have these problems.\n\n---\n\nPart 3:  Bear point --> \"But TCEs aren't as potent as CAR-T, so the efficacy won't be as good\"\n\nFor starters, we are talking about treating I&I patients here, not *cancer* patients.  Patients who have B cell cancers with innumerable malignant B cells in their body are NOT the same as I&I patients who have normal (to sometimes even lymphopenic) B cell counts.  There is a very strong case to be made here that CAR-T is massive overkill in I&I, unlike in oncology where making sure that you kill every single B cell is literally a life or death pursuit. \n\nSuch high intensity is unlikely to be necessary in I&I where there are not only dramatically fewer B cells, but also B cells that are behaving more \"normally\" (not being driven by mutations favoring survival/proliferation). \n\nLooking past the that fact maximum potency isn't necessary...TCEs are still incredibly potent anyway...  We can see this by comparing oncology datasets.\n\nTake a look at AZN's CD19xCD3 TCE, TNB-486.  In an early Follicular Lymphoma dataset, it produced 7/8 (88%) complete responses.  This looks competitive with approved CAR-T FL efficacy with similar 70-80% CR rates.  \n\nCD19, CD20, and BCMA TCEs have all shown the ability to drive long term, durable, complete responses in patients with B cell cancers, meaning they have killed every last malignant B cell in the body.  Of course TCEs are potent enough to do the same thing in I&I patients who have a MUCH lower disease burden. \n\nI have also seen some people claim that CD19 TCEs don't penetrate the tissue enough to deplete B cells like CAR-T does.  This is just silly, as the lymphomas that CD19 T cells treat involve bulky tissue-based disease.  Check out $CGEM's own oncology data where a 7cm tumor deposited inside of a patient's jaw bone gets completely eliminated by CLN-978 (photo below).  \n\nhttps://t.co/VRCu9u6G1Y\n\n---\n\nPart 4:  Bear Point ->  CD20 TCEs will be good enough, and will beat CD19 TCEs to the market.\n\nJust from a basic science perspective I think this is wrong.  CD20 is not expressed heavily on plasmablasts, which are likely the long-lived cell type that needs to be targeted for I&I.  CD20-/CD19+ cells are common and likely to be pathological.\n\nOn top of that basic science rationale, just look at the history of rituximab (CD20 mAb) in I&I conditions.  Rituxan has been used in many B cell mediated I&I conditions for over a decade, with universally mediocre results.  If Rituxan had the \"curative\" potential that we have seen with CD19 CAR-T, we would at least see the occasional \"miraculous\" or \"cure-like\" responder with rituxan therapy in the few patients who get really deep cell depletion with it.  If you can find a case report of a severe lupus/SSC/MG/RA/etc patient getting a cycle of rituxan and never needing treatment again, I'd love to see it (I don't think such cases exist).  \n\nIf Rituxan/CD20 were truly targeting the underlying pathology (as I believe CD19 is), you would see a bell curve of responses that shows at least a few really remarkable responders out of the thousands of patients who have been treated with it.  But you don't.\n\nI do believe that CD20 TCEs will be better than Rituxan due to deeper depletion, but they won't show the same magnitude of overwhelming efficacy we have seen from CD19 approaches so far.  The basic science and Rituxan POC both support the idea that hitting CD19+/CD20- cells is important.\n\n---\n\nPart 5:  Bear Point -> BCMA TCEs are already on the market and will work in I&I, we don't need CD19 TCEs.\n\nThis is a weak one so I'm not even going to spend much time on it.  BCMA is not safe enough for mass market I&I, period.  This approach made some waves with 2 recent NEJM publications using Teclistamab in I&I. \n\n5 patients have been treated so far, and there are already 2 events of G2 CRS despite using tocilizumab and prophylactic steroids.  4/5 patients got infections.  2 out of those 4 patients got multiple infections.  CRS and infection risk are already known to be higher with BCMA CAR-T than CD19 CAR-T in oncology, and the early I&I data reinforce that.  These are dangerous events that will not be tolerated in I&I mass markets.\n\nGiven that the lupus POC we have with CD19 already shows curative-looking results, what's the benefit of using a more dangerous/immune suppressive target?  There isn't even any more efficacy to squeeze out here...\n\nhttps://t.co/grXC5sKWsM\nhttps://t.co/3QalG6IFvm\n\n---\n\nPart 6:  Bear Point -> Speaking of CRS, CD19 TCEs are going to show that in I&I patients!\n\nLow grade cytokine release syndrome will likely be a rare event in CD19 TCE I&I studies, sure.  But G1 CRS is just a low grade fever - a perfectly acceptable AE, even for at-home administered drugs.  Also, even this hasn't happened yet.\n\nI am confident that CRS will be much much lower than in oncology applications.  Why?  Because CRS is directly correlated with the magnitude of T cell engagement, which is primarily a function of disease and T cell burden.  B cell cancer patients have orders of magnitude more B cells than I&I patients.  The cancer patients are literally overrun with millions of diseased B cells, whereas I&I patients will typically have normal to low B cell counts, which means that the T cell overactivation that drives CRS in oncology patients is unlikely to happen in I&I patients.\n\nBut don't take my word for it, just look at the fact that we haven't seen a single case of CRS in any CD19 TCE I&I patients so far.  I have data for 7 patients treated with blinatumomab and 6 patients treated with A-319.  Not a single case of CRS of any grade. \n\nNow compare that to CAR-T in I&I, which re-introduces the risk of T cell overactivation (despite lower target burden), because you are literally infusion hundreds of millions of new T cells into the patient all at once.  In the seminal Schett paper we discussed above, 11/15 patients experienced CRS, including a single grade 2 case. \n\nMeanwhile, 13 CD19 TCE patients treated so far, and not a single CRS case.\n\n---\n\nPart 7:  Bear point -> What about CD19 mAbs?\n\nSimply put, they're not going to be as efficacious as TCEs.  The depth of suppression in the tissues is not going to be enough to compete.  There is limited CD19 mAb data in oncology (partially because they were not efficacious enough to merit further study), but what data we do have clearly shows that CD19 mAbs are not capable of accomplishing total body CD19 B cell depletion at the rates that TCEs and CAR-T are. \n\nAlthough I think the oncology POC data is strong enough alone to cement this opinion, the early comps we have between CD19 TCE and CD19 mAb in SSc support this thesis as well. \n\nThis is not to say CD19 mAbs won't have a role in I&I.  They will, and in fact already do with Uplizna.  These markets in I&I are huge and have room for multiple CD19 approaches, but my stance is that CD19 TCE will ultimately be the best.\n\n---\n\nPart 8:  Bear point ->  The N=6 Blinatumomab RA study showed patients relapsing after 12 weeks!  Not good!\n\nThis is a bear point I have seen a lot, and I have to say bluntly that I find it to be very stupid.\n\nFirst of all, these were patients who had failed *everything* for RA.  Median of 7 prior treatments, patients who had failed multiple JAK inhibitors.  As severe as it gets.\n\nAfter only 2 doses of Blincyto, 100% of these patients had their disease go into \"complete response\" (as measured by DAS28-CRP).  These patients stayed in complete response with no further treatment until 12 weeks out (after which abatacept was started as symptoms started to return).  A drug that causes 3 months of remission after being dosed in 100% of the most severe RA patients who have failed all other treatments would be an incredibly desirable drug.  To call these results unimpressive because the patients weren't cured forever is asinine. \n\nOn top of that, the doses used in this RA POC study were very small.  They used 2 cycles of the priming dose of blina that is used for oncology patients (9ug/d versus 28ug/day).  And in oncology, patients get \nmany more than just 2 cycles, on top of the ~3x higher dose. \n\nSo this study showed 2 tiny doses of an old, short half life CD19 TCE creating 3 months of complete response in 100% of the most refractory RA population you can find...If this isn't positive proof of concept, then I don't know what is.\n\n---\n\nPart 8:  On top of the growing body of CAR-T proof of concept, we already have POC data for CD19 TCEs in RA (above), SSc, and Lupus!\n\nThe response data we have so far from all of these early studies is extremely impressive, and would be more efficacious than any treatments currently approved in any of those conditions.  And again, zero cases of CRS across all of them!\n\nHere are links to the available data so far:\nSSc case --> https://t.co/J6aoab4HjP\nRA cases --> https://t.co/Go88eAs4xS\nLupus cases -->\nhttps://t.co/JwGNIo0BN7\n\n---\n\nPart 9:  The markets are massive and $CGEM is in the lead!\n\nWe are literally talking about millions of patients with B-cell mediated I&I conditions that could be addressed by CD19 therapies (many of these conditions that already have proof of concept data as discussed above).\n\nIn this era of target-crowding there will be many companies pursuing CD19 TCEs given how encouraging the data above look.  However, impressively, CGEM is in the lead in this space despite the fact that they are a tiny biotech going up against numerous large pharma companies (they had the first IND cleared for half-life extended CD19 TCE in I&I in the US).  This is a rarity in this day and age, where it is usually the tiny biotech playing catch-up with a me too - especially when the market opportunity is potentially so large.\n\nhttps://t.co/D67SJVpaz3\n\n---\n\nPart 10:  Pharma is interested, and they are playing catch up.\n\n$MRK just bought CN201, a CD19xCD3 TCE from Curon for $700M cash plus up to $600M in milestones. \n\n$GSK just bought CMG1A46, a CD19xCD20xCD3 TCE from Chimagen for $300M cash  plus up to $550M in milestones.\n\nBoth of these drugs have only been studied in China.  Neither has cleared a US I&I IND like $CGEM's CLN-978 does.  They are behind $CGEM, yet the upfront cash alone for each of these deals is much greater than $CGEM's entire ~$200M enterprise value.\n\nThe fact that $CGEM is so cheap is validated by these deals, especially given the fact that they are ahead in US studies.  I do not expect this obvious valuation discrepancy to last forever. \n\nhttps://t.co/DpGcRoitSe\nhttps://t.co/6d3F6p7jas\n\n---\n\nPart 11:  Valuation comments  \n\nSo with all this strong POC showing great efficacy, zero CRS, massive total addressable markets, obvious pharma industry interest, superior scalability to CAR-T, and the very rare scenario of a small biotech being in the lead against big pharma on a promising new target, $CGEM still has very little value.  Why?\n\nTo be totally honest, I don't really know.  The fact that this looks so obviously cheap to me is why I am writing and pinning this long thread.  One explanation can certainly be the catalyst desert that $CGEM is in.  We will be getting data in lupus next year, but throughout the entire second half of 2024 there has been absolutely nothing for the stock to move up on other than occasional small studies of other CD19 compounds.  Short interest has gotten quite high as well.  I think in early 2025 as data starts approaching, shorts will ease off and the price will recover as people look forward to what is very likely to be positive lupus data.\n\n---\n\nPart 12:  Bonus prediction\n\nIt is extremely stupid to say things like \"the probability of specific company X buying specific company Y is xx.x%\"\n\nPredicting M&A at all is insanely hard, let alone correctly calling the company who is going to be the buyer. \n\nWith that said, and just for fun, I think $LLY buying $CGEM sometime after positive Lupus POC data makes a lot of sense.  As we have discussed above, other pharmas are already paying up for CD19 TCEs that are behind $CGEM, and this transaction would fit $LLY's MO of paying relatively big money for relatively early stage assets that are highly differentiated from existing SOCs ($DICE, $MORF, etc).  Again, very low probability of that happening, but I'm claiming style points if it does!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02746570046721708, "ret_signed_m1d": -0.02746570046721708, "alpha_spy_m1d": -0.02315246381222369, "alpha_c_m1d": -0.020341018055731186, "bench_spy_m1d": -0.004313236654993391, "bench_c_m1d": -0.007124682411485894, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07802746343831846, "ret_signed_p1d": 0.07802746343831846, "alpha_spy_p1d": 0.0770747860650256, "alpha_c_p1d": 0.08388695392638412, "bench_spy_p1d": 0.000952677373292854, "bench_c_p1d": -0.005859490488065666, "ret_p1w": -0.13483150682680778, "ret_signed_p1w": -0.13483150682680778, "alpha_spy_p1w": -0.11403535843822166, "alpha_c_p1w": -0.07929811194416081, "bench_spy_p1w": -0.020796148388586122, "bench_c_p1w": -0.05553339488264697, "ret_p1m": -0.21660425517323656, "ret_signed_p1m": -0.21660425517323656, "alpha_spy_p1m": -0.2243107476554782, "alpha_c_p1m": -0.17611957362106345, "bench_spy_p1m": 0.007706492482241645, "bench_c_p1m": -0.04048468155217311, "ret_p3m": -0.38264668784514144, "ret_signed_p3m": -0.38264668784514144, "alpha_spy_p3m": -0.39468401480466164, "alpha_c_p3m": -0.3580111109861399, "bench_spy_p3m": 0.0120373269595202, "bench_c_p3m": -0.02463557685900153, "ret_p6m": -0.5549313414042039, "ret_signed_p6m": -0.5549313414042039, "alpha_spy_p6m": -0.5434820316189087, "alpha_c_p6m": -0.41958370197472494, "bench_spy_p6m": -0.011449309785295125, "bench_c_p6m": -0.13534763942947892, "ret_p1y": -0.47877652041994057, "ret_signed_p1y": -0.47877652041994057, "alpha_spy_p1y": -0.6350782953737828, "alpha_c_p1y": -0.5145313322320277, "bench_spy_p1y": 0.15630177495384223, "bench_c_p1y": 0.03575481181208717, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21660425517323656, "alpha_spy_stated": -0.2243107476554782, "alpha_c_stated": -0.17611957362106345, "price_path": [0.0175, 0.0169, 0.0137, 0.0556, 0.0431, 0.1111, 0.0993, 0.1248, 0.1149, 0.1255, 0.1398, 0.1773, 0.1673, 0.1773, 0.2235, 0.1554, 0.166, 0.1192, 0.1223, 0.1392, 0.1124, 0.1223, 0.0999, 0.1205, 0.0568, 0.0762, 0.0755, 0.1199, 0.133, 0.0381, 0.1017, 0.02, 0.0799, 0.073, 0.0449, 0.0462, 0.0293, 0.005, 0.02, 0.0012, 0.0056, -0.0356, -0.0094, 0.0125, 0.0131, 0.0137, 0.0993, 0.0843, 0.0468, 0.0112, -0.0044, -0.0256, -0.01, -0.0037, 0.0081, 0.0562, 0.0125, -0.0293, -0.015, -0.0062, -0.0025, 0.0287, -0.0275, 0.0, 0.078, 0.0, -0.0144, -0.0449, -0.1348, -0.1604, -0.1823, -0.2147, -0.2372, -0.2172, -0.2172, -0.2029, -0.1829, -0.1604, -0.1779, -0.201, -0.191, -0.2235, -0.1848, -0.2072, -0.2166, -0.2185, -0.2385, -0.2665, -0.2634, -0.2828, -0.3277, -0.3165, -0.2759, -0.2591, -0.2341, -0.1948, -0.2497, -0.2385, -0.2397, -0.2266, -0.2085, -0.2647, -0.2784, -0.3052, -0.3015, -0.3109, -0.3752, -0.3645, -0.367, -0.3596, -0.3496, -0.3439, -0.3408, -0.3414, -0.3571, -0.3477, -0.2978, -0.3146, -0.3408, -0.372, -0.3633, -0.3571, -0.3539, -0.3627, -0.3695, -0.3876, -0.3826, -0.4014, -0.4051, -0.422, -0.4114, -0.4288, -0.4363, -0.4557, -0.4657, -0.4725, -0.4625, -0.47, -0.5006, -0.4925, -0.4738, -0.4688, -0.4563, -0.4913, -0.4588, -0.4332, -0.4432, -0.4513, -0.4363, -0.4426, -0.46, -0.4557, -0.4682, -0.4669, -0.4819, -0.495, -0.4825, -0.4994, -0.5275, -0.5318, -0.5119, -0.5325, -0.5375, -0.5474, -0.5431, -0.5137, -0.5268, -0.5187, -0.5169, -0.5131, -0.525, -0.5075, -0.4944, -0.4775, -0.4769, -0.4919, -0.4919, -0.5159, -0.5069, -0.4831, -0.4682, -0.4513, -0.4838, -0.51, -0.5194, -0.515, -0.5293, -0.5062, -0.5243, -0.5549]}
{"unit_id": "orig:1600462330529210370", "ticker_idx": 0, "ts": "2022-12-07T12:08:49+00:00", "symbol": "REPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Massive numbers from $REPL just now. 36% ORR and 20% CR in 75 PD1 r/r melanoma patients. Beats any benchmark you can find. Huge increase in response rate with minimal toxicity burden.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish REPL on blowout clinical data: 36% ORR / 20% CR in melanoma beats all benchmarks with minimal toxicity; durable positive read.", "resolved_tickers": ["REPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Massive numbers from $REPL just now. 36% ORR and 20% CR in 75 PD1 r/r melanoma patients. Beats any benchmark you can find. Huge increase in response rate with minimal toxicity burden. \n\nOncolytic viruses are back!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.18189695691572894, "ret_signed_m1d": -0.18189695691572894, "alpha_spy_m1d": -0.18360104568492286, "alpha_c_m1d": -0.17373928749832201, "bench_spy_m1d": 0.0017040887691939233, "bench_c_m1d": -0.00815766941740692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04200949791876796, "ret_signed_p1d": 0.04200949791876796, "alpha_spy_p1d": 0.03417546846647723, "alpha_c_p1d": 0.03298522568595241, "bench_spy_p1d": 0.007834029452290725, "bench_c_p1d": 0.009024272232815544, "ret_p1w": 0.2087483613240253, "ret_signed_p1w": 0.2087483613240253, "alpha_spy_p1w": 0.1928769143360609, "alpha_c_p1w": 0.1973416317282668, "bench_spy_p1w": 0.015871446987964388, "bench_c_p1w": 0.011406729595758502, "ret_p1m": 0.10394108283543191, "ret_signed_p1m": 0.10394108283543191, "alpha_spy_p1m": 0.1128913817686149, "alpha_c_p1m": 0.1369358994439963, "bench_spy_p1m": -0.008950298933182999, "bench_c_p1m": -0.0329948166085644, "ret_p3m": -0.19229105693877568, "ret_signed_p3m": -0.19229105693877568, "alpha_spy_p3m": -0.17835815771748942, "alpha_c_p3m": -0.09224366459730804, "bench_spy_p3m": -0.013932899221286266, "bench_c_p3m": -0.10004739234146764, "ret_p6m": -0.026851487013260567, "ret_signed_p6m": -0.026851487013260567, "alpha_spy_p6m": -0.12951288614060008, "alpha_c_p6m": 0.02405769303503058, "bench_spy_p6m": 0.10266139912733951, "bench_c_p6m": -0.05090918004829115, "ret_p1y": -0.6842789123569593, "ret_signed_p1y": -0.6842789123569593, "alpha_spy_p1y": -0.873221467211394, "alpha_c_p1y": -0.6532917917510377, "bench_spy_p1y": 0.18894255485443479, "bench_c_p1y": -0.03098712060592157, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10394108283543191, "alpha_spy_stated": 0.1128913817686149, "alpha_c_stated": 0.1369358994439963, "price_path": [-0.2087, -0.2049, -0.1871, -0.2274, -0.2386, -0.2469, -0.2863, -0.2949, -0.3014, -0.3244, -0.3166, -0.3123, -0.3027, -0.2772, -0.249, -0.2802, -0.2521, -0.2586, -0.2339, -0.2365, -0.2365, -0.2516, -0.2599, -0.2265, -0.2274, -0.2313, -0.1919, -0.1867, -0.1893, -0.249, -0.2334, -0.1702, -0.2269, -0.2239, -0.2313, -0.2382, -0.2174, -0.2049, -0.1745, -0.168, -0.1581, -0.1971, -0.2369, -0.2187, -0.2256, -0.1291, -0.0905, -0.1061, -0.1472, -0.1676, -0.1559, -0.1758, -0.1828, -0.1408, -0.1524, -0.1343, -0.1598, -0.1481, -0.1135, -0.1347, -0.12, -0.136, -0.1819, 0.0, 0.042, 0.0827, 0.1299, 0.1429, 0.2087, 0.1689, 0.1771, 0.0931, 0.136, 0.1516, 0.1953, 0.1594, 0.1485, 0.1611, 0.2027, 0.178, 0.1412, 0.1369, 0.1152, 0.1182, 0.1039, 0.1533, 0.1434, 0.1862, 0.2152, 0.2031, 0.1845, 0.1815, 0.188, 0.1919, 0.2464, 0.2126, 0.1317, 0.1213, 0.1187, 0.2061, 0.2382, 0.2599, 0.2252, 0.2196, 0.2395, 0.2157, 0.1048, 0.0797, 0.078, 0.058, 0.0676, 0.0507, 0.0749, 0.0398, 0.032, -0.0333, -0.1425, -0.0762, -0.0515, -0.0338, -0.0294, -0.0455, -0.0563, -0.0589, -0.0827, -0.1399, -0.1923, -0.1451, -0.1399, -0.1611, -0.1477, -0.1511, -0.1161, -0.1338, -0.1858, -0.1568, -0.1434, -0.1667, -0.1806, -0.1797, -0.243, -0.2352, -0.2391, -0.2676, -0.285, -0.275, -0.2915, -0.3053, -0.3222, -0.2954, -0.3014, -0.2681, -0.2941, -0.2698, -0.2793, -0.2529, -0.2226, -0.2469, -0.2767, -0.2741, -0.2754, -0.2421, -0.2495, -0.2343, -0.2443, -0.2438, -0.2183, -0.1802, -0.1641, -0.1884, -0.1615, -0.1884, -0.1992, -0.1555, -0.1494, -0.152, -0.1468, -0.1568, -0.1763, -0.168, -0.1559, -0.1971, -0.1776, -0.1997, -0.1776, -0.0212, 0.0234, -0.0104, -0.023, -0.0269]}
{"unit_id": "quote:1866850348784292180", "ticker_idx": 0, "ts": "2024-12-11T14:19:42+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CGEM with a ~$100M EV (>$600M in cash) while being literally the only CD19 TCE in US human clinical trials right now watching other companies say they would have to pay $600-$700M to get their hands on a CD19 TCE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CGEM: ~$100M EV with >$600M cash and sole CD19 TCE in US human trials while peers say entry costs $600-700M.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$CGEM with a ~$100M EV (&gt;$600M in cash) while being literally the only CD19 TCE in US human clinical trials right now watching other companies say they would have to pay $600-$700M to get their hands on a CD19 TCE https://t.co/c6WtrJQdsx", "reply_text": null, "parent_text": null, "quoted_text": "Roivant comments on CD19 bispecifics. $CLYM $CGEM\n\n\"Costs 600-700m to get in the game\". crowded field with lots of competition. https://t.co/AbZwZJjgdX", "parent_author": null, "ret_m1d": 0.0023961447183964424, "ret_signed_m1d": 0.0023961447183964424, "alpha_spy_m1d": 0.010067374898163561, "alpha_c_m1d": -0.011393091640399922, "bench_spy_m1d": -0.007671230179767119, "bench_c_m1d": 0.013789236358796364, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02555915629380845, "ret_signed_p1d": -0.02555915629380845, "alpha_spy_p1d": -0.020406516122000506, "alpha_c_p1d": -0.01760924784595508, "bench_spy_p1d": -0.005152640171807943, "bench_c_p1d": -0.007949908447853371, "ret_p1w": -0.13977635271689004, "ret_signed_p1w": -0.13977635271689004, "alpha_spy_p1w": -0.10490984660068048, "alpha_c_p1w": -0.10586624857288007, "bench_spy_p1w": -0.03486650611620956, "bench_c_p1w": -0.03391010414400997, "ret_p1m": -0.2004792441780927, "ret_signed_p1m": -0.2004792441780927, "alpha_spy_p1m": -0.16210555892165734, "alpha_c_p1m": -0.18988303905809212, "bench_spy_p1m": -0.038373685256435364, "bench_c_p1m": -0.01059620512000059, "ret_p3m": -0.27875404130902615, "ret_signed_p3m": -0.27875404130902615, "alpha_spy_p3m": -0.21553817039799217, "alpha_c_p3m": -0.3160027301707804, "bench_spy_p3m": -0.06321587091103398, "bench_c_p3m": 0.03724868886175425, "ret_p6m": -0.30191697671237094, "ret_signed_p6m": -0.30191697671237094, "alpha_spy_p6m": -0.30038195137163526, "alpha_c_p6m": -0.2647133532350906, "bench_spy_p6m": -0.001535025340735685, "bench_c_p6m": -0.037203623477280345, "ret_p1y": -0.1357828035769184, "ret_signed_p1y": -0.1357828035769184, "alpha_spy_p1y": -0.27002379455728587, "alpha_c_p1y": -0.2536119257759506, "bench_spy_p1y": 0.13424099098036746, "bench_c_p1y": 0.11782912219903219, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2004792441780927, "alpha_spy_stated": -0.16210555892165734, "alpha_c_stated": -0.18988303905809212, "price_path": [0.4073, 0.4337, 0.3522, 0.377, 0.3762, 0.4329, 0.4497, 0.3283, 0.4097, 0.3051, 0.3818, 0.373, 0.3371, 0.3387, 0.3171, 0.2859, 0.3051, 0.2812, 0.2867, 0.234, 0.2676, 0.2955, 0.2963, 0.2971, 0.4065, 0.3874, 0.3395, 0.2939, 0.274, 0.2468, 0.2668, 0.2748, 0.2899, 0.3514, 0.2955, 0.242, 0.2604, 0.2716, 0.2764, 0.3163, 0.2444, 0.2796, 0.3794, 0.2796, 0.2612, 0.222, 0.107, 0.0743, 0.0463, 0.0048, -0.024, 0.0016, 0.0016, 0.02, 0.0455, 0.0743, 0.0519, 0.0224, 0.0351, -0.0064, 0.0431, 0.0144, 0.0024, 0.0, -0.0256, -0.0615, -0.0575, -0.0823, -0.1398, -0.1254, -0.0735, -0.0519, -0.02, 0.0304, -0.0399, -0.0256, -0.0272, -0.0104, 0.0128, -0.0591, -0.0767, -0.111, -0.1062, -0.1182, -0.2005, -0.1869, -0.1901, -0.1805, -0.1677, -0.1605, -0.1565, -0.1573, -0.1773, -0.1653, -0.1014, -0.123, -0.1565, -0.1965, -0.1853, -0.1773, -0.1733, -0.1845, -0.1933, -0.2165, -0.2101, -0.234, -0.2388, -0.2604, -0.2468, -0.2692, -0.2788, -0.3035, -0.3163, -0.3251, -0.3123, -0.3219, -0.361, -0.3506, -0.3267, -0.3203, -0.3043, -0.349, -0.3075, -0.2748, -0.2875, -0.2979, -0.2788, -0.2867, -0.3091, -0.3035, -0.3195, -0.3179, -0.3371, -0.3538, -0.3379, -0.3594, -0.3954, -0.401, -0.3754, -0.4018, -0.4081, -0.4209, -0.4153, -0.3778, -0.3946, -0.3842, -0.3818, -0.377, -0.3922, -0.3698, -0.353, -0.3315, -0.3307, -0.3498, -0.3498, -0.3806, -0.369, -0.3387, -0.3195, -0.2979, -0.3395, -0.373, -0.385, -0.3794, -0.3978, -0.3682, -0.3914, -0.4305, -0.4217, -0.401, -0.3842, -0.369, -0.3714, -0.3698, -0.3762, -0.3754, -0.3738, -0.3067, -0.3095, -0.3011, -0.2843, -0.2756, -0.3019, -0.2748, -0.3003, -0.2788, -0.2827, -0.2851, -0.3123, -0.3019]}
{"unit_id": "reply:1893781941113040960", "ticker_idx": 0, "ts": "2025-02-23T21:56:14+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will be sued into oblivion if they try to build a glp1 business off of this. I could list a dozen reasons why this personalized dose glp1 pitch is bullshit", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: personalized GLP-1 dosing strategy is legally untenable at scale, company faces litigation risk and cannot build a GLP-1 business on this basis.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$HIMS Those “exceptions” are for an extremely narrow set of circumstances.  This “personalized dosing” thing is not an option at any meaningful scale, period.  They will be sued into oblivion if they try to build a glp1 business off of this. \n\nGood luck getting doctors to widely prescribe random doses of glp1 that haven’t been studied too BTW.  There’s no reason to take on that kind of liability.\n\nI could list a dozen reasons why this personalized dose glp1 pitch is bullshit, but let’s keep it simple:\n\n$HIMS offered compounded tirzepatide until its shortage was declared over several months ago.  They no longer offer this drug at all.  Not in standard dosing.  Not in “personalized” dosing.  Why aren’t they selling personalized doses of tirzepatide?  It’s clearly the superior drug to semaglutide.  They aren’t doing it because it’s actually NOT LEGAL. \n\nIf this personalized dosing thing were really an option at scale, they’d be doing it already.  They aren’t.  It is not an option.", "reply_text": null, "parent_text": "@NPjpk @A_May_MD I largely agree though, I think there's a couple of exceptions that should qualify under 503a. \n\nBut I don't think that's angle that Hims is going to test here.\n\nI don't think this challenge is going to be as successful as Dudum anticipates. https://t.co/c99OUnAP0r", "quoted_text": null, "parent_author": "Dr_Crossroads", "ret_m1d": -0.03956348742276283, "ret_signed_m1d": 0.03956348742276283, "alpha_spy_m1d": 0.04413469466950115, "alpha_c_m1d": 0.04413469466950115, "bench_spy_m1d": 0.004571207246738318, "bench_c_m1d": 0.004571207246738318, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.22315339030374015, "ret_signed_p1d": 0.22315339030374015, "alpha_spy_p1d": 0.21817999997939808, "alpha_c_p1d": 0.21817999997939808, "bench_spy_p1d": -0.004973390324342075, "bench_c_p1d": -0.004973390324342075, "ret_p1w": -0.2071721064823161, "ret_signed_p1w": 0.2071721064823161, "alpha_spy_p1w": 0.18466731775940903, "alpha_c_p1w": 0.18466731775940903, "bench_spy_p1w": -0.022504788722907065, "bench_c_p1w": -0.022504788722907065, "ret_p1m": -0.27811342965957897, "ret_signed_p1m": 0.27811342965957897, "alpha_spy_p1m": 0.24459273313545327, "alpha_c_p1m": 0.24459273313545327, "bench_spy_p1m": -0.033520696524125704, "bench_c_p1m": -0.033520696524125704, "ret_p3m": 0.06860261866209916, "ret_signed_p3m": -0.06860261866209916, "alpha_spy_p3m": -0.09599327169452732, "alpha_c_p3m": -0.09599327169452732, "bench_spy_p3m": -0.02739065303242816, "bench_c_p3m": -0.02739065303242816, "ret_p6m": -0.16215161707547965, "ret_signed_p6m": 0.16215161707547965, "alpha_spy_p6m": 0.2443631811747201, "alpha_c_p6m": 0.2443631811747201, "bench_spy_p6m": 0.08221156409924046, "bench_c_p6m": 0.08221156409924046, "ret_p1y": -0.6916780496704648, "ret_signed_p1y": 0.6916780496704648, "alpha_spy_p1y": 0.865954611295172, "alpha_c_p1y": 0.865954611295172, "bench_spy_p1y": 0.17427656162470728, "bench_c_p1y": 0.17427656162470728, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27811342965957897, "alpha_spy_stated": 0.24459273313545327, "alpha_c_stated": 0.24459273313545327, "price_path": [-0.5414, -0.5753, -0.5293, -0.5063, -0.389, -0.4021, -0.4087, -0.3721, -0.3988, -0.3722, -0.3389, -0.3841, -0.3329, -0.3641, -0.3984, -0.4116, -0.4136, -0.4149, -0.391, -0.3935, -0.4436, -0.4863, -0.4894, -0.4621, -0.4514, -0.4447, -0.4824, -0.5095, -0.5287, -0.5089, -0.481, -0.4757, -0.4607, -0.4985, -0.5048, -0.4952, -0.4892, -0.457, -0.4555, -0.4572, -0.419, -0.4208, -0.398, -0.3984, -0.4054, -0.3853, -0.3791, -0.3381, -0.2734, -0.2413, -0.1844, -0.1775, -0.2113, -0.1707, -0.1275, -0.1507, -0.0969, 0.1534, 0.1785, 0.1401, 0.3397, 0.2943, -0.0396, 0.0, -0.2232, -0.1836, -0.1943, -0.1212, -0.2072, -0.2109, -0.2031, -0.3298, -0.2994, -0.3282, -0.3235, -0.3387, -0.3853, -0.3541, -0.3239, -0.3863, -0.3397, -0.3594, -0.3227, -0.2709, -0.2781, -0.3498, -0.3779, -0.4321, -0.4241, -0.3949, -0.3915, -0.4545, -0.4935, -0.4588, -0.4913, -0.4253, -0.4775, -0.4693, -0.4483, -0.4258, -0.4748, -0.4693, -0.4964, -0.5059, -0.4794, -0.4516, -0.4525, -0.4449, -0.3171, -0.3549, -0.2953, -0.2044, -0.1838, -0.0359, 0.0203, 0.0018, 0.0127, 0.076, 0.2473, 0.1912, 0.1417, 0.26, 0.215, 0.1929, 0.1304, 0.0431, 0.0686, 0.04, 0.0396, 0.0212, 0.1023, 0.1064, 0.0667, 0.0448, 0.0285, 0.0978, 0.1082, 0.0768, 0.1218, 0.1138, 0.0813, 0.1651, 0.1546, 0.1902, 0.2516, -0.1818, -0.1629, -0.1929, -0.098, -0.037, -0.0285, -0.0653, -0.075, -0.0649, -0.0563, -0.0458, -0.0014, -0.0203, -0.0667, 0.014, -0.0166, 0.0105, -0.0257, -0.0181, -0.0723, -0.0253, 0.1308, 0.1171, 0.1236, 0.1436, 0.1746, 0.2771, 0.2898, 0.2191, 0.2347, 0.0821, -0.0035, -0.0051, 0.0123, -0.0259, -0.0653, -0.0581, -0.0815, -0.1031, -0.121, -0.1779, -0.1546, -0.1432, -0.1314, -0.1622]}
{"unit_id": "quote:1801724194264150476", "ticker_idx": 0, "ts": "2024-06-14T21:11:36+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Misguided selloff of $CGEM in my opinion. CAR-T efficacy dropping below 100% is Goldilocks for non-cell-therapy I&I assets.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CGEM: CAR-T's sub-100% response rate is a bull thesis for TCEs/CD19 mAbs; selloff is misguided and the gap vs. standard of care remains massive.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Yes, exactly.  CAR-T having a high but not 100% response rate is precisely the bull thesis for $CGEM.  If CAR-T cures 100% of patients, then you can at least make the argument that it *might* be worth the manufacturing, cost, and burden of lymphodepletion in order to get a guaranteed cure.  If CAR-T is not a cure for all patients, that argument is much harder to make.  That’s where TCEs and CD19 mAbs come in. \n\nEven if TCEs are slightly less efficacious than CAR-T, the gap between that level of efficacy versus the current standard of care in these conditions is still *massive*.  Both Blincyto and CAR-T have shown responses at rates that would be unprecedented with *any* other therapy and across numerous different conditions.   I mean, Benlysta didn’t even hit its primary endpoint in SLE and it’s doing >$1B/year in that indication alone!  There’s plenty of room for us to see significantly worse efficacy from CD19 drugs than early data suggest and still be able to say that these are the best treatments ever developed for some of these conditions.\n\nCAR-T efficacy dropping below 100% is Goldilocks for non-cell-therapy I&I assets.  Now we can see that CAR-T is not a panacea and thus likely not worth the extra burdens it brings over antibody-based approaches that also yield 100% B cell/plasmablast depletion.  At this rate the data still suggest that CD19-based therapies in general may be better than any other existing options (to be proven by more trials but that’s the thesis supported by early data). \n\nMisguided selloff of $CGEM in my opinion.", "reply_text": null, "parent_text": null, "quoted_text": "So even the CD19  TCE companies like $CGEM sold off on this CD19 CAR-T data? Bit confused, isn’t that actually bullish for them (TCEs can be repeat dosed etc)?", "parent_author": null, "ret_m1d": -0.007360740989883818, "ret_signed_m1d": -0.007360740989883818, "alpha_spy_m1d": 0.0005357008451493117, "alpha_c_m1d": -0.008389962142154483, "bench_spy_m1d": -0.00789644183503313, "bench_c_m1d": 0.0010292211522706651, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11619352989653586, "ret_signed_p1d": -0.11619352989653586, "alpha_spy_p1d": -0.11873402061430405, "alpha_c_p1d": -0.11749727499882823, "bench_spy_p1d": 0.0025404907177681846, "bench_c_p1d": 0.001303745102292364, "ret_p1w": -0.13669822917425045, "ret_signed_p1w": -0.13669822917425045, "alpha_spy_p1w": -0.13576184283726478, "alpha_c_p1w": -0.14681662967534592, "bench_spy_p1w": -0.0009363863369856729, "bench_c_p1w": 0.01011840050109547, "ret_p1m": -0.033123083751455784, "ret_signed_p1m": -0.033123083751455784, "alpha_spy_p1m": -0.04654469762871738, "alpha_c_p1m": -0.04661699175636835, "bench_spy_p1m": 0.013421613877261596, "bench_c_p1m": 0.01349390800491257, "ret_p3m": -0.09358573311279494, "ret_signed_p3m": -0.09358573311279494, "alpha_spy_p3m": -0.1260962005784394, "alpha_c_p3m": -0.16563511233671413, "bench_spy_p3m": 0.032510467465644455, "bench_c_p3m": 0.07204937922391919, "ret_p6m": -0.37960042551322415, "ret_signed_p6m": -0.37960042551322415, "alpha_spy_p6m": -0.4956938854166295, "alpha_c_p6m": -0.34287139516322074, "bench_spy_p6m": 0.11609345990340536, "bench_c_p6m": -0.03672903035000341, "ret_p1y": -0.596740279090626, "ret_signed_p1y": -0.596740279090626, "alpha_spy_p1y": -0.7000539501822041, "alpha_c_p1y": -0.5213291456337587, "bench_spy_p1y": 0.10331367109157807, "bench_c_p1y": -0.07541113345686734, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.033123083751455784, "alpha_spy_stated": -0.04654469762871738, "alpha_c_stated": -0.04661699175636835, "price_path": [-0.1945, -0.1851, -0.1835, -0.1409, -0.1283, -0.1099, -0.1178, -0.0678, -0.1041, -0.072, -0.1067, -0.0957, -0.123, -0.1052, -0.1062, -0.1046, -0.103, -0.0868, -0.1236, -0.1299, -0.0894, -0.0599, -0.0505, -0.1767, -0.1782, -0.1236, -0.0068, 0.0121, 0.3302, 0.4259, 0.4201, 0.4774, 0.4501, 0.4905, 0.4932, 0.5431, 0.4574, 0.4285, 0.397, 0.3738, 0.387, 0.4048, 0.2518, 0.2182, 0.2608, 0.2177, 0.2166, 0.1909, 0.2687, 0.2108, 0.1924, 0.1982, 0.2355, 0.1851, 0.1777, 0.2008, 0.1851, 0.1777, 0.2077, 0.2224, 0.1414, 0.1462, -0.0074, 0.0, -0.1162, -0.0794, -0.0836, -0.0868, -0.1367, -0.1325, -0.1015, -0.0831, -0.1204, -0.1425, -0.1178, -0.1493, -0.1372, -0.1514, -0.1572, -0.1493, -0.1351, -0.1278, 0.0032, -0.0268, -0.0331, -0.0384, 0.0042, 0.0967, 0.0678, 0.0468, 0.0599, 0.0174, 0.0016, 0.0174, -0.0137, -0.0662, -0.0773, -0.0946, -0.1304, -0.1388, -0.1183, -0.143, -0.1435, -0.1462, -0.1109, -0.1215, -0.0641, -0.0741, -0.0526, -0.061, -0.0521, -0.04, -0.0084, -0.0168, -0.0084, 0.0305, -0.0268, -0.0179, -0.0573, -0.0547, -0.0405, -0.0631, -0.0547, -0.0736, -0.0563, -0.1099, -0.0936, -0.0941, -0.0568, -0.0457, -0.1257, -0.072, -0.1409, -0.0904, -0.0962, -0.1199, -0.1188, -0.133, -0.1535, -0.1409, -0.1567, -0.153, -0.1877, -0.1656, -0.1472, -0.1467, -0.1462, -0.0741, -0.0868, -0.1183, -0.1483, -0.1614, -0.1793, -0.1661, -0.1609, -0.1509, -0.1104, -0.1472, -0.1824, -0.1703, -0.163, -0.1598, -0.1335, -0.1809, -0.1577, -0.092, -0.1577, -0.1698, -0.1956, -0.2713, -0.2928, -0.3113, -0.3386, -0.3575, -0.3407, -0.3407, -0.3286, -0.3118, -0.2928, -0.3076, -0.327, -0.3186, -0.346, -0.3134, -0.3323, -0.3402, -0.3417, -0.3586, -0.3822, -0.3796]}
{"unit_id": "thread:1809056555574120479", "ticker_idx": 1, "ts": "2024-07-05T02:47:48+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Should be a bigger deal for $ELYM and $CGEM at least", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ELYM and CGEM on RA being a larger long-run opportunity than MG, with durable remission data eliminating APCA antibodies.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Fair counter with open label limitation, but are these really the response kinetics of a pure placebo response?  If it is all placebo, why were there 5 MG-ADL measurements taken before the score got down to zero?  And then how did it stay at zero out to 150 days (and counting)?   All placebo?\n\nMG-ADL measures mundane/menial physical activities like standing, brushing your teeth, and literally breathing.  In the article they say that this patient is now jogging for >1 hour...\n\nDoesn't sound to me like she just \"mind over mattered\" her MG away to that extent.  Looks a lot more like disease modification in a way that MG-ADL wouldn't even come close to measuring.\n\n---\n\nAlso I get that MG is in focus right now because the Uplinza readout is likely impending, but jokes aside, isn't RA going to be the bigger deal in the long run?  Market is way bigger, and hard to argue that there is a gimicky MOA there given that this paper shows APCA Abs were actually eliminated along with the patient's durable RA remission.\n\nShould be a bigger deal for $ELYM and $CGEM at least.  MG readthrough is maybe more important to FcRn companies if that's what this is all about.\nhttps://t.co/TnVJvPAp2w", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03708284117138083, "ret_signed_m1d": 0.03708284117138083, "alpha_spy_m1d": 0.042816038528932676, "alpha_c_m1d": 0.044769220354475836, "bench_spy_m1d": -0.005733197357551845, "bench_c_m1d": -0.0076863791830950046, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014215051786046873, "ret_signed_p1d": 0.014215051786046873, "alpha_spy_p1d": 0.013061180199348987, "alpha_c_p1d": 0.015323105230385159, "bench_spy_p1d": 0.0011538715866978855, "bench_c_p1d": -0.0011080534443382861, "ret_p1w": 0.016687296209586755, "ret_signed_p1w": 0.016687296209586755, "alpha_spy_p1w": 0.007041321765989261, "alpha_c_p1w": -0.01004227517761902, "bench_spy_p1w": 0.009645974443597494, "bench_c_p1w": 0.026729571387205775, "ret_p1m": 0.08467236749349882, "ret_signed_p1m": 0.08467236749349882, "alpha_spy_p1m": 0.15185117005123439, "alpha_c_p1m": 0.06791440625087652, "bench_spy_p1m": -0.06717880255773556, "bench_c_p1m": 0.0167579612426223, "ret_p3m": -0.004944370963977263, "ret_signed_p3m": -0.004944370963977263, "alpha_spy_p3m": -0.03184761416209969, "alpha_c_p3m": -0.05809250983913816, "bench_spy_p3m": 0.02690324319812243, "bench_c_p3m": 0.0531481388751609, "ret_p6m": -0.21631643596943528, "ret_signed_p6m": -0.21631643596943528, "alpha_spy_p6m": -0.29046195085829896, "alpha_c_p6m": -0.18653876511323297, "bench_spy_p6m": 0.07414551488886367, "bench_c_p6m": -0.02977767085620231, "ret_p1y": -0.5179233594798054, "ret_signed_p1y": -0.5179233594798054, "alpha_spy_p1y": -0.6570996711258428, "alpha_c_p1y": -0.4721114074377606, "bench_spy_p1y": 0.1391763116460374, "bench_c_p1y": -0.0458119520420448, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08467236749349882, "alpha_spy_stated": 0.15185117005123439, "alpha_c_stated": 0.06791440625087652, "price_path": [0.0309, 0.0519, 0.0507, 0.0525, 0.0544, 0.0735, 0.0303, 0.0229, 0.0705, 0.1051, 0.1162, -0.0321, -0.034, 0.0303, 0.1675, 0.1897, 0.5637, 0.6761, 0.6693, 0.7367, 0.7046, 0.7522, 0.7553, 0.814, 0.7132, 0.6792, 0.6422, 0.615, 0.6304, 0.6514, 0.4716, 0.432, 0.4821, 0.4314, 0.4302, 0.3999, 0.4913, 0.4234, 0.4017, 0.4085, 0.4524, 0.3931, 0.3844, 0.4116, 0.3931, 0.3844, 0.4197, 0.437, 0.3418, 0.3473, 0.1669, 0.1755, 0.0389, 0.0822, 0.0773, 0.0735, 0.0148, 0.0198, 0.0562, 0.0779, 0.034, 0.008, 0.0371, 0.0, 0.0142, -0.0025, -0.0093, 0.0, 0.0167, 0.0253, 0.1792, 0.144, 0.1366, 0.1304, 0.1805, 0.2892, 0.2553, 0.2305, 0.246, 0.1959, 0.1774, 0.1959, 0.1595, 0.0977, 0.0847, 0.0643, 0.0222, 0.0124, 0.0365, 0.0074, 0.0068, 0.0037, 0.0451, 0.0328, 0.1001, 0.0884, 0.1137, 0.1038, 0.1143, 0.1286, 0.1656, 0.1557, 0.1656, 0.2114, 0.144, 0.1545, 0.1082, 0.1112, 0.1279, 0.1014, 0.1112, 0.089, 0.1094, 0.0464, 0.0655, 0.0649, 0.1088, 0.1218, 0.0278, 0.0909, 0.0099, 0.0692, 0.0624, 0.0346, 0.0358, 0.0192, -0.0049, 0.0099, -0.0087, -0.0043, -0.0451, -0.0192, 0.0025, 0.0031, 0.0037, 0.0884, 0.0735, 0.0365, 0.0012, -0.0142, -0.0352, -0.0198, -0.0136, -0.0019, 0.0457, 0.0025, -0.0389, -0.0247, -0.0161, -0.0124, 0.0185, -0.0371, -0.0099, 0.0674, -0.0099, -0.0241, -0.0544, -0.1434, -0.1687, -0.1904, -0.2225, -0.2447, -0.225, -0.225, -0.2108, -0.191, -0.1687, -0.186, -0.2089, -0.199, -0.2311, -0.1928, -0.2151, -0.2244, -0.2262, -0.246, -0.2738, -0.2707, -0.2899, -0.3344, -0.3232, -0.2831, -0.2664, -0.2417, -0.2027, -0.2571, -0.246, -0.2472, -0.2342, -0.2163]}
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{"unit_id": "quote:1821510098792952253", "ticker_idx": 0, "ts": "2024-08-08T11:33:44+00:00", "symbol": "CGEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CGEM seemingly getting the memo about what the market wants to see. Cutting oncology drugs and expanding I&I.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CGEM on strategic pivot to I&I (cutting oncology, expanding into RA with CLN-619) aligning with market preferences.", "resolved_tickers": ["CGEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$CGEM seemingly getting the memo about what the market wants to see.  \nCutting oncology drugs and expanding I&amp;I.  \n\nTaking CLN-619 into the largest I&amp;I indication with CD19 POC - rheumatoid arthritis.", "reply_text": null, "parent_text": null, "quoted_text": "Cullinan Therapeutics Provides Corporate Update and Reports Second Quarter 2024 Financial Results $CGEM https://t.co/v8iYVdCnSO", "parent_author": null, "ret_m1d": 0.009768117396732112, "ret_signed_m1d": 0.009768117396732112, "alpha_spy_m1d": 0.03236308232653584, "alpha_c_m1d": 0.031411359767698044, "bench_spy_m1d": -0.02259496492980373, "bench_c_m1d": -0.02164324237096593, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02380960421116507, "ret_signed_p1d": 0.02380960421116507, "alpha_spy_p1d": 0.01939991160036736, "alpha_c_p1d": 0.018851333757693878, "bench_spy_p1d": 0.004409692610797711, "bench_c_p1d": 0.004958270453471192, "ret_p1w": 0.03235657593407981, "ret_signed_p1w": 0.03235657593407981, "alpha_spy_p1w": -0.009893441109148915, "alpha_c_p1w": 0.009105519146862529, "bench_spy_p1w": 0.04225001704322873, "bench_c_p1w": 0.023251056787217284, "ret_p1m": 0.1141636712480687, "ret_signed_p1m": 0.1141636712480687, "alpha_spy_p1m": 0.08446441741769872, "alpha_c_p1m": 0.0753672484244774, "bench_spy_p1m": 0.029699253830369976, "bench_c_p1m": 0.0387964228235913, "ret_p3m": 0.0061050297065490255, "ret_signed_p3m": 0.0061050297065490255, "alpha_spy_p3m": -0.1111149423908302, "alpha_c_p3m": 0.010446360364685936, "bench_spy_p3m": 0.11721997209737922, "bench_c_p3m": -0.0043413306581369104, "ret_p6m": -0.3833943285136875, "ret_signed_p6m": -0.3833943285136875, "alpha_spy_p6m": -0.5305669363302127, "alpha_c_p6m": -0.3718057196007455, "bench_spy_p6m": 0.1471726078165252, "bench_c_p6m": -0.011588608912942, "ret_p1y": -0.5561660345905495, "ret_signed_p1y": -0.5561660345905495, "alpha_spy_p1y": -0.7823882578070418, "alpha_c_p1y": -0.4501699422621437, "bench_spy_p1y": 0.22622222321649232, "bench_c_p1y": -0.10599609232840579, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1141636712480687, "alpha_spy_stated": 0.08446441741769872, "alpha_c_stated": 0.0753672484244774, "price_path": [0.6923, 0.6587, 0.6221, 0.5952, 0.6105, 0.6313, 0.4536, 0.4145, 0.464, 0.4139, 0.4127, 0.3828, 0.4731, 0.406, 0.3846, 0.3913, 0.4347, 0.3761, 0.3675, 0.3944, 0.3761, 0.3675, 0.4023, 0.4194, 0.3254, 0.3309, 0.1526, 0.1612, 0.0263, 0.069, 0.0641, 0.0604, 0.0024, 0.0073, 0.0433, 0.0647, 0.0214, -0.0043, 0.0244, -0.0122, 0.0018, -0.0147, -0.0214, -0.0122, 0.0043, 0.0128, 0.1648, 0.13, 0.1227, 0.1166, 0.1661, 0.2735, 0.2399, 0.2155, 0.2308, 0.1813, 0.163, 0.1813, 0.1453, 0.0842, 0.0714, 0.0513, 0.0098, 0.0, 0.0238, -0.0049, -0.0055, -0.0085, 0.0324, 0.0201, 0.0867, 0.0751, 0.1001, 0.0904, 0.1007, 0.1148, 0.1514, 0.1416, 0.1514, 0.1966, 0.13, 0.1404, 0.0946, 0.0977, 0.1142, 0.0879, 0.0977, 0.0757, 0.0958, 0.0336, 0.0525, 0.0519, 0.0952, 0.1081, 0.0153, 0.0775, -0.0024, 0.0562, 0.0495, 0.022, 0.0232, 0.0067, -0.0171, -0.0024, -0.0208, -0.0165, -0.0568, -0.0311, -0.0098, -0.0092, -0.0085, 0.0751, 0.0604, 0.0238, -0.011, -0.0263, -0.047, -0.0317, -0.0256, -0.014, 0.033, -0.0098, -0.0507, -0.0366, -0.0281, -0.0244, 0.0061, -0.0488, -0.022, 0.0543, -0.022, -0.036, -0.0659, -0.1538, -0.1789, -0.2002, -0.232, -0.254, -0.2344, -0.2344, -0.2204, -0.2009, -0.1789, -0.196, -0.2186, -0.2088, -0.2405, -0.2027, -0.2247, -0.2338, -0.2357, -0.2552, -0.2827, -0.2796, -0.2985, -0.3425, -0.3315, -0.2918, -0.2753, -0.2509, -0.2125, -0.2662, -0.2552, -0.2564, -0.2436, -0.2259, -0.2808, -0.2943, -0.3205, -0.3168, -0.326, -0.3889, -0.3785, -0.381, -0.3736, -0.3639, -0.3584, -0.3553, -0.3559, -0.3712, -0.362, -0.3132, -0.3297, -0.3553, -0.3858, -0.3773, -0.3712, -0.3681, -0.3767, -0.3834]}
{"unit_id": "orig:1851621443269689505", "ticker_idx": 0, "ts": "2024-10-30T13:45:28+00:00", "symbol": "DRUG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$DRUG is red this morning? Hmmm...doesn't make sense to me!", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish DRUG: author finds the red price action illogical given a 3-way bidding war for LBPH that drove its melt-up.", "resolved_tickers": ["DRUG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "So we just learned a few minutes ago that there was a 3-way bidding war for $LBPH in the buyout that sparked the melt-up for $DRUG, yet $DRUG is red this morning?\n\nHmmm...doesn't make sense to me!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05001052885437374, "ret_signed_m1d": -0.05001052885437374, "alpha_spy_m1d": -0.05304481030669206, "alpha_c_m1d": -0.051900980766379945, "bench_spy_m1d": 0.0030342814523183215, "bench_c_m1d": 0.001890451912006208, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01244988732193919, "ret_signed_p1d": -0.01244988732193919, "alpha_spy_p1d": 0.007153198937718819, "alpha_c_p1d": -0.004010894760775985, "bench_spy_p1d": -0.01960308625965801, "bench_c_p1d": -0.008438992561163206, "ret_p1w": 0.1768305797856944, "ret_signed_p1w": 0.1768305797856944, "alpha_spy_p1w": 0.15781385923459657, "alpha_c_p1w": 0.17737078442904353, "bench_spy_p1w": 0.01901672055109782, "bench_c_p1w": -0.0005402046433491403, "ret_p1m": -0.07153406696158193, "ret_signed_p1m": -0.07153406696158193, "alpha_spy_p1m": -0.11039550799289832, "alpha_c_p1m": -0.06674074202579272, "bench_spy_p1m": 0.03886144103131639, "bench_c_p1m": -0.004793324935789212, "ret_p3m": -0.21396918168906653, "ret_signed_p3m": -0.21396918168906653, "alpha_spy_p3m": -0.2480578635958719, "alpha_c_p3m": -0.2138852273953067, "bench_spy_p3m": 0.03408868190680536, "bench_c_p3m": -8.395429375984698e-05, "ret_p6m": -0.34142225181606634, "ret_signed_p6m": -0.34142225181606634, "alpha_spy_p6m": -0.3191767611133457, "alpha_c_p6m": -0.2818916789718122, "bench_spy_p6m": -0.02224549070272064, "bench_c_p6m": -0.059530572844254115, "ret_p1y": 0.08588309236638736, "ret_signed_p1y": 0.08588309236638736, "alpha_spy_p1y": -0.10659231061237184, "alpha_c_p1y": 0.09324104122553412, "bench_spy_p1y": 0.1924754029787592, "bench_c_p1y": -0.007357948859146757, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.1768305797856944, "alpha_spy_stated": 0.15781385923459657, "alpha_c_stated": 0.17737078442904353, "price_path": [-0.9757, -0.9755, -0.9772, -0.9772, -0.9772, -0.9772, -0.9765, -0.9768, -0.9778, -0.9787, -0.9783, -0.9774, -0.9785, -0.9787, -0.9783, -0.9783, -0.9787, -0.9713, -0.9745, -0.9768, -0.9781, -0.9776, -0.9771, -0.977, -0.9749, -0.9759, -0.9747, -0.9739, -0.9748, -0.9736, -0.9731, -0.9738, -0.9728, -0.9736, -0.9737, -0.9737, -0.9748, -0.9747, -0.975, -0.9747, -0.9743, -0.9753, -0.9768, -0.9764, -0.977, -0.9755, -0.9762, -0.9772, -0.9778, -0.9774, -0.9772, -0.9475, -0.1878, -0.3923, -0.5421, -0.0038, 0.0133, -0.0045, -0.0082, 0.0445, 0.0327, 0.0053, -0.05, 0.0, -0.0124, 0.0167, 0.0675, 0.1412, 0.1768, 0.0238, -0.0162, -0.0692, -0.1627, -0.1101, -0.0937, -0.1642, -0.2313, -0.2178, -0.3106, -0.3167, -0.2545, -0.1857, -0.1958, -0.1732, -0.0715, -0.0177, -0.0293, -0.1072, -0.1739, -0.1874, -0.1848, -0.2116, -0.2057, -0.1665, -0.1348, -0.1808, -0.1612, -0.1975, -0.1747, -0.1844, -0.1836, -0.206, -0.1521, -0.1585, -0.2222, -0.2399, -0.1325, -0.1591, -0.1262, -0.1513, -0.134, -0.1794, -0.2528, -0.2564, -0.242, -0.2277, -0.2239, -0.2511, -0.2963, -0.3188, -0.3229, -0.3663, -0.3606, -0.3699, -0.3165, -0.2825, -0.214, -0.2055, -0.188, -0.1386, -0.0724, -0.0232, -0.0386, -0.0466, -0.0352, -0.118, -0.2085, -0.2108, -0.2372, -0.2406, -0.2416, -0.2819, -0.2895, -0.2849, -0.2142, -0.2631, -0.3199, -0.2406, -0.2425, -0.272, -0.3186, -0.2931, -0.2351, -0.2391, -0.245, -0.2346, -0.2473, -0.2614, -0.264, -0.2583, -0.2657, -0.2406, -0.2494, -0.2368, -0.2298, -0.2389, -0.238, -0.2549, -0.3011, -0.3239, -0.3828, -0.4051, -0.367, -0.3931, -0.3916, -0.3089, -0.3161, -0.3245, -0.3013, -0.3271, -0.2931, -0.2804, -0.2948, -0.3098, -0.321, -0.3482, -0.3522, -0.3539, -0.3212, -0.3414]}
{"unit_id": "orig:1859285049914405109", "ticker_idx": 0, "ts": "2024-11-20T17:17:54+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "an incredibly efficient vehicle for losing money", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: complex therapy competing against simpler drugs makes it an efficient way to lose money.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$NTLA Making new 52Wk lows constantly.  That's what you get for taking complex therapy into spaces already adequately treated by simpler drugs.  \n\nCool (and frankly quite successful) science experiments.  Simultaneously an incredibly efficient vehicle for losing money.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07698172543381832, "ret_signed_m1d": -0.07698172543381832, "alpha_spy_m1d": -0.07732054385625775, "alpha_c_m1d": -0.08866993775807475, "bench_spy_m1d": -0.0003388184224394353, "bench_c_m1d": -0.01168821232425643, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05182929200511999, "ret_signed_p1d": -0.05182929200511999, "alpha_spy_p1d": -0.046461150810242824, "alpha_c_p1d": -0.04378080068345125, "bench_spy_p1d": 0.005368141194877163, "bench_c_p1d": 0.008048491321668738, "ret_p1w": 0.1592987935074841, "ret_signed_p1w": -0.1592987935074841, "alpha_spy_p1w": -0.14519225937521996, "alpha_c_p1w": -0.13081349620459348, "bench_spy_p1w": 0.014106534132264148, "bench_c_p1w": 0.028485297302890622, "ret_p1m": -0.07164631010537881, "ret_signed_p1m": 0.07164631010537881, "alpha_spy_p1m": 0.07611635041337861, "alpha_c_p1m": 0.037491685593488366, "bench_spy_p1m": 0.004470040307999801, "bench_c_p1m": -0.03415462451189044, "ret_p3m": -0.18368901436232077, "ret_signed_p3m": 0.18368901436232077, "alpha_spy_p3m": 0.19340936891069427, "alpha_c_p3m": 0.2304702535927804, "bench_spy_p3m": 0.0097203545483735, "bench_c_p3m": 0.046781239230459626, "ret_p6m": -0.2892530571186228, "ret_signed_p6m": 0.2892530571186228, "alpha_spy_p6m": 0.29674482610943753, "alpha_c_p6m": 0.22200782772357608, "bench_spy_p6m": 0.007491768990814718, "bench_c_p6m": -0.06724522939504674, "ret_p1y": -0.36356703854392536, "ret_signed_p1y": 0.36356703854392536, "alpha_spy_p1y": 0.5098160274684027, "alpha_c_p1y": 0.469622622306725, "bench_spy_p1y": 0.14624898892447735, "bench_c_p1y": 0.10605558376279967, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07164631010537881, "alpha_spy_stated": 0.07611635041337861, "alpha_c_stated": 0.037491685593488366, "price_path": [0.753, 0.8011, 0.7973, 0.7485, 0.7035, 0.753, 0.7104, 0.6479, 0.6212, 0.5953, 0.503, 0.5114, 0.5335, 0.5427, 0.5755, 0.6822, 0.6395, 0.7187, 0.7165, 0.7477, 0.6677, 0.6357, 0.6364, 0.5774, 0.5678, 0.6006, 0.5663, 0.4634, 0.4139, 0.3453, 0.3712, 0.3598, 0.3636, 0.3453, 0.3559, 0.4162, 0.487, 0.4878, 0.5686, 0.5991, 0.6067, 0.5755, 0.6067, 0.5198, 0.2081, 0.2157, 0.2454, 0.1425, 0.0922, 0.0838, 0.1288, 0.154, 0.1761, 0.2241, 0.2195, 0.2752, 0.3338, 0.2691, 0.2279, 0.1524, 0.0648, 0.08, 0.077, 0.0, 0.0518, 0.0899, 0.1273, 0.1227, 0.1593, 0.1905, 0.1989, 0.1166, 0.1044, 0.0404, 0.122, 0.1143, 0.122, 0.0747, 0.0335, -0.0168, 0.0198, 0.0008, -0.0838, -0.0793, -0.0716, -0.0777, -0.0816, -0.0762, -0.0877, -0.1303, -0.1113, -0.0686, -0.0755, -0.0244, -0.0495, -0.0838, -0.2226, -0.234, -0.258, -0.2599, -0.282, -0.2759, -0.2424, -0.1608, -0.1395, -0.1623, -0.1959, -0.237, -0.2287, -0.1989, -0.2134, -0.2729, -0.2668, -0.1989, -0.2279, -0.2538, -0.2698, -0.298, -0.2752, -0.2652, -0.1845, -0.1212, -0.064, -0.0663, -0.0724, -0.1227, -0.1837, -0.1768, -0.1723, -0.2309, -0.2797, -0.3068, -0.2862, -0.2454, -0.2111, -0.279, -0.2912, -0.2668, -0.2973, -0.3034, -0.2698, -0.2995, -0.2912, -0.3369, -0.314, -0.2904, -0.3346, -0.3666, -0.3598, -0.3849, -0.4581, -0.4928, -0.4436, -0.4748, -0.4947, -0.5015, -0.5213, -0.4604, -0.484, -0.4352, -0.4284, -0.439, -0.4771, -0.4489, -0.3963, -0.3666, -0.3834, -0.3765, -0.3666, -0.3537, -0.375, -0.3239, -0.3415, -0.3262, -0.3567, -0.4474, -0.4444, -0.3689, -0.3811, -0.3483, -0.3659, -0.3994, -0.3845, -0.3521, -0.3095, -0.263, -0.2988, -0.279, -0.3018, -0.2893]}
{"unit_id": "reply:1901962525580603619", "ticker_idx": 0, "ts": "2025-03-18T11:42:57+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "that's why there is an excellent opportunity here into the AD readout", "tweet_type": "analysis", "timeline": "months", "summary": "Long NKTR into AD trial readout; trades below cash value with upside not priced in, disagreeing with bearish view.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "This is clearly how the market views the company as well given that it trades far below cash value (not to mention potential $ infusions via Dapi royalty monetization and Lilly lawsuit payouts).  I'd bet that if Martin spent time digging through the AD data he'd agree that there is a reasonable chance the trial hits, which is not priced into the stock at all.\n\nEveryone is writing the company off at first glance.  IMO that's why there is an excellent opportunity here into the AD readout.", "reply_text": null, "parent_text": "@A_May_MD Hey Adam, I saw a video of Shkreli saying Nektar are probably just going to burn money and he doesn't trust the management at all, given their track record. How would you reply to that? $nktr", "quoted_text": null, "parent_author": "charle77238", "ret_m1d": 0.03409089513389851, "ret_signed_m1d": 0.03409089513389851, "alpha_spy_m1d": 0.023164307343362278, "alpha_c_m1d": 0.034567523008145584, "bench_spy_m1d": 0.010926587790536235, "bench_c_m1d": -0.00047662787424707087, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022727287505283966, "ret_signed_p1d": 0.022727287505283966, "alpha_spy_p1d": 0.011836441510262752, "alpha_c_p1d": 0.02218249409410955, "bench_spy_p1d": 0.010890845995021214, "bench_c_p1d": 0.0005447934111744157, "ret_p1w": -0.04545450276251273, "ret_signed_p1w": -0.04545450276251273, "alpha_spy_p1w": -0.07427909896044882, "alpha_c_p1w": -0.03859038184152197, "bench_spy_p1w": 0.028824596197936092, "bench_c_p1w": -0.006864120920990757, "ret_p1m": -0.30681820070119625, "ret_signed_p1m": -0.30681820070119625, "alpha_spy_p1m": -0.24660865640244978, "alpha_c_p1m": -0.23856230727557115, "bench_spy_p1m": -0.060209544298746476, "bench_c_p1m": -0.0682558934256251, "ret_p3m": -0.33863638875898283, "ret_signed_p3m": -0.33863638875898283, "alpha_spy_p3m": -0.40691826736988623, "alpha_c_p3m": -0.25110164636684607, "bench_spy_p3m": 0.0682818786109034, "bench_c_p3m": -0.08753474239213677, "ret_p6m": 2.8689394267246855, "ret_signed_p6m": 2.8689394267246855, "alpha_spy_p6m": 2.6869538228117227, "alpha_c_p6m": 2.9264964099813398, "bench_spy_p6m": 0.18198560391296303, "bench_c_p6m": -0.05755698325665415, "ret_p1y": 4.669696774189354, "ret_signed_p1y": 4.669696774189354, "alpha_spy_p1y": 4.479813782647544, "alpha_c_p1y": 4.653701550448719, "bench_spy_p1y": 0.1898829915418092, "bench_c_p1y": 0.01599522374063378, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.30681820070119625, "alpha_spy_stated": -0.24660865640244978, "alpha_c_stated": -0.23856230727557115, "price_path": [0.1364, 0.1477, 0.1364, 0.1591, 0.0568, 0.0682, 0.0568, 0.0227, 0.0341, 0.0795, 0.0795, 0.0682, 0.0568, 0.0909, 0.25, 0.3295, 0.3523, 0.2955, 0.1705, 0.0909, 0.0227, 0.0341, 0.0114, 0.0114, 0.0227, 0.0455, 0.0114, 0.0, 0.0, -0.0455, -0.0455, -0.0341, -0.0568, -0.0795, -0.1136, -0.1364, -0.2045, -0.2273, -0.2045, -0.25, -0.1705, 0.0114, 0.1136, 0.2045, 0.1364, 0.0909, 0.0568, -0.0341, -0.0114, -0.1136, -0.0909, -0.0455, -0.0909, -0.0455, -0.0227, -0.0227, 0.0, -0.0682, -0.0682, -0.0682, -0.0682, 0.0227, 0.0341, 0.0, 0.0227, -0.0114, -0.0227, -0.0227, -0.0455, -0.0909, -0.1364, -0.1591, -0.2273, -0.2727, -0.25, -0.3182, -0.375, -0.4432, -0.4432, -0.4205, -0.4318, -0.2955, -0.3182, -0.2727, -0.3068, -0.2727, -0.2841, -0.25, -0.2159, -0.1591, -0.1136, -0.1364, -0.1591, -0.0909, -0.1136, -0.1477, -0.2159, -0.2727, -0.3068, -0.2955, -0.3295, -0.1932, -0.1932, -0.1818, -0.2273, -0.2159, -0.2045, -0.2159, -0.2841, -0.25, -0.2614, -0.2386, -0.2045, -0.1591, -0.1818, -0.0909, -0.1477, -0.1477, -0.2386, -0.2386, -0.3341, -0.1402, -0.2765, -0.3364, -0.3492, -0.2992, -0.3386, -0.3477, -0.3553, -0.2773, 0.8523, 1.2061, 1.2485, 0.9515, 0.9576, 0.8629, 0.9341, 0.8758, 0.778, 0.722, 0.7697, 0.9015, 0.8947, 0.8492, 0.803, 0.8288, 1.0205, 0.8894, 0.878, 0.8545, 0.8939, 0.8621, 0.8939, 0.7917, 0.7356, 0.672, 0.6424, 0.7394, 0.7629, 0.7091, 0.7008, 0.6477, 0.747, 0.7023, 0.7879, 0.9485, 1.022, 1.0652, 1.078, 1.0242, 1.0417, 1.1212, 1.0477, 1.0561, 1.1803, 1.2182, 1.2227, 1.2621, 1.2038, 1.1629, 1.7258, 2.0439, 2.3583, 2.6795, 2.65, 2.5758, 2.6879, 2.7129, 2.7795, 2.8689]}
{"unit_id": "thread:1892269710491656255", "ticker_idx": 0, "ts": "2025-02-19T17:47:10+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just got short $HIMS.", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Short HIMS: $16B company selling pirated drugs with no more shortage loophole protection.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Just got short $HIMS.\n\n$LLY $NVO\nMaybe we can’t prevent other countries from stealing American IP, but surely we can stamp out these IP parasites residing in our own country. \n\n$16B company selling pirated drugs with no more shortage loophole to protect them. 👎🏻\n\n---\n\n$HIMS Out with my 10%.  I'll be back Monday if you goons decide to run it again. 🫡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1489670960430256, "ret_signed_m1d": 0.1489670960430256, "alpha_spy_m1d": 0.14661771005762547, "alpha_c_m1d": 0.14661771005762547, "bench_spy_m1d": -0.002349385985400132, "bench_c_m1d": -0.002349385985400132, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033895756096440244, "ret_signed_p1d": 0.033895756096440244, "alpha_spy_p1d": 0.02973530911755251, "alpha_c_p1d": 0.02973530911755251, "bench_spy_p1d": -0.004160446978887733, "bench_c_p1d": -0.004160446978887733, "ret_p1w": -0.39060225936190773, "ret_signed_p1w": 0.39060225936190773, "alpha_spy_p1w": 0.3605987691118191, "alpha_c_p1w": 0.3605987691118191, "bench_spy_p1w": -0.030003490250088638, "bench_c_p1w": -0.030003490250088638, "ret_p1m": -0.5218213565117173, "ret_signed_p1m": 0.5218213565117173, "alpha_spy_p1m": 0.44442268061901447, "alpha_c_p1m": 0.44442268061901447, "bench_spy_p1m": -0.07739867589270288, "bench_c_p1m": -0.07739867589270288, "ret_p3m": -0.1095431919305554, "ret_signed_p3m": 0.1095431919305554, "alpha_spy_p3m": 0.07969193168288335, "alpha_c_p3m": 0.07969193168288335, "bench_spy_p3m": -0.02985126024767204, "bench_c_p3m": -0.02985126024767204, "ret_p6m": -0.36892635414265373, "ret_signed_p6m": 0.36892635414265373, "alpha_spy_p6m": 0.416226332731195, "alpha_c_p6m": 0.416226332731195, "bench_spy_p6m": 0.04729997858854129, "bench_c_p6m": 0.04729997858854129, "ret_p1y": -0.7726214634830684, "ret_signed_p1y": 0.7726214634830684, "alpha_spy_p1y": 0.9106405976701186, "alpha_c_p1y": 0.9106405976701186, "bench_spy_p1y": 0.13801913418705025, "bench_c_p1y": 0.13801913418705025, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.39060225936190773, "alpha_spy_stated": 0.3605987691118191, "alpha_c_stated": 0.3605987691118191, "price_path": [-0.6967, -0.7189, -0.6946, -0.6577, -0.683, -0.6487, -0.6315, -0.5439, -0.5537, -0.5586, -0.5313, -0.5512, -0.5314, -0.5065, -0.5403, -0.502, -0.5253, -0.5509, -0.5608, -0.5623, -0.5633, -0.5454, -0.5473, -0.5847, -0.6165, -0.6189, -0.5985, -0.5905, -0.5855, -0.6136, -0.6338, -0.6482, -0.6334, -0.6126, -0.6087, -0.5975, -0.6257, -0.6303, -0.6232, -0.6187, -0.5947, -0.5935, -0.5949, -0.5663, -0.5676, -0.5506, -0.5509, -0.5562, -0.5412, -0.5365, -0.506, -0.4577, -0.4337, -0.3912, -0.3861, -0.4113, -0.381, -0.3487, -0.366, -0.3259, -0.1391, -0.1203, -0.149, 0.0, -0.0339, -0.2831, -0.2536, -0.4201, -0.3906, -0.3986, -0.3441, -0.4082, -0.411, -0.4051, -0.4997, -0.477, -0.4985, -0.4951, -0.5064, -0.5412, -0.5179, -0.4953, -0.5419, -0.5071, -0.5218, -0.4945, -0.4558, -0.4612, -0.5147, -0.5356, -0.5761, -0.5701, -0.5483, -0.5458, -0.5928, -0.6219, -0.596, -0.6203, -0.571, -0.61, -0.6039, -0.5882, -0.5714, -0.6079, -0.6039, -0.6241, -0.6312, -0.6114, -0.5906, -0.5914, -0.5857, -0.4903, -0.5185, -0.474, -0.4062, -0.3907, -0.2803, -0.2384, -0.2523, -0.2441, -0.1968, -0.069, -0.1109, -0.1478, -0.0595, -0.0931, -0.1095, -0.1562, -0.2214, -0.2024, -0.2237, -0.224, -0.2377, -0.1772, -0.1741, -0.2038, -0.2201, -0.2323, -0.1805, -0.1728, -0.1962, -0.1626, -0.1686, -0.1929, -0.1303, -0.1382, -0.1116, -0.0658, -0.3893, -0.3752, -0.3976, -0.3267, -0.2812, -0.2748, -0.3023, -0.3096, -0.302, -0.2956, -0.2878, -0.2546, -0.2687, -0.3033, -0.2431, -0.2659, -0.2457, -0.2728, -0.2671, -0.3075, -0.2725, -0.1559, -0.1661, -0.1613, -0.1463, -0.1232, -0.0467, -0.0372, -0.09, -0.0784, -0.1923, -0.2562, -0.2573, -0.2444, -0.2729, -0.3023, -0.2969, -0.3144, -0.3305, -0.3439, -0.3864, -0.3689]}
{"unit_id": "quote:1892553888718311498", "ticker_idx": 0, "ts": "2025-02-20T12:36:23+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is not priced *close* to correctly if even a fraction of cardiologists are behaving this way.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "BBIO massively underpriced given Attruby script data; CYTK flagged as the next catalyst.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$BBIO 1028 scripts?! \n\nRevise the models.\n\n$CYTK you’re next.", "reply_text": null, "parent_text": null, "quoted_text": "$BBIO 90% of “incident” population to Attruby??? \n\nLOL.  This is not priced *close* to correctly if even a fraction of cardiologists are behaving this way.", "parent_author": null, "ret_m1d": -0.013992647340802078, "ret_signed_m1d": -0.013992647340802078, "alpha_spy_m1d": -0.018170475954122356, "alpha_c_m1d": -0.008422796085504558, "bench_spy_m1d": 0.004177828613320278, "bench_c_m1d": -0.00556985125529752, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0012226102043799703, "ret_signed_p1d": 0.0012226102043799703, "alpha_spy_p1d": 0.018326616340988422, "alpha_c_p1d": 0.006588810397504252, "bench_spy_p1d": -0.01710400613660845, "bench_c_p1d": -0.005366200193124282, "ret_p1w": -0.06941992348839832, "ret_signed_p1w": -0.06941992348839832, "alpha_spy_p1w": -0.027921027164596657, "alpha_c_p1w": -0.06941992348839832, "bench_spy_p1w": -0.04149889632380166, "bench_c_p1w": 0.0, "ret_p1m": -0.05529139602060895, "ret_signed_p1m": -0.05529139602060895, "alpha_spy_p1m": 0.017947281089493505, "alpha_c_p1m": -0.05108006573544033, "bench_spy_p1m": -0.07323867711010246, "bench_c_p1m": -0.004211330285168624, "ret_p3m": -0.10772993125149644, "ret_signed_p3m": -0.10772993125149644, "alpha_spy_p3m": -0.0655158295619458, "alpha_c_p3m": -0.004952334096807842, "bench_spy_p3m": -0.04221410168955064, "bench_c_p3m": -0.1027775971546886, "ret_p6m": 0.3647601990421021, "ret_signed_p6m": 0.3647601990421021, "alpha_spy_p6m": 0.317303902392166, "alpha_c_p6m": 0.4258461982486784, "bench_spy_p6m": 0.047456296649936114, "bench_c_p6m": -0.061085999206576314, "ret_p1y": 0.8451298220084347, "ret_signed_p1y": 0.8451298220084347, "alpha_spy_p1y": 0.7140255182764195, "alpha_c_p1y": 0.7492965884002272, "bench_spy_p1y": 0.1311043037320152, "bench_c_p1y": 0.0958332336082075, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05529139602060895, "alpha_spy_stated": 0.017947281089493505, "alpha_c_stated": -0.05108006573544033, "price_path": [-0.3555, -0.3927, -0.3876, -0.374, -0.3686, -0.3637, -0.2612, -0.2816, -0.2531, -0.264, -0.2773, -0.2778, -0.2637, -0.2756, -0.2178, -0.1985, -0.211, -0.2126, -0.2482, -0.2531, -0.2471, -0.2441, -0.2941, -0.2879, -0.2803, -0.2455, -0.2248, -0.2286, -0.2395, -0.2577, -0.2544, -0.2338, -0.236, -0.2322, -0.2161, -0.1998, -0.2099, -0.0835, -0.0326, -0.049, -0.0732, -0.0819, -0.0197, -0.0262, 0.0077, 0.0213, -0.0037, -0.0134, -0.0094, -0.0227, -0.0705, -0.1569, -0.1039, -0.0887, -0.1115, -0.1346, -0.1371, -0.1545, -0.1319, -0.1425, -0.0518, -0.0357, -0.014, 0.0, 0.0012, -0.0151, -0.0667, -0.0912, -0.0694, -0.0518, -0.1031, -0.0887, -0.0499, -0.1243, -0.1422, -0.1469, -0.1213, -0.1145, -0.1221, -0.1042, -0.1031, -0.1254, -0.083, -0.0787, -0.0553, 0.0113, -0.0018, -0.0192, -0.011, -0.0461, -0.0607, -0.1028, -0.0594, -0.0743, -0.1477, -0.1667, -0.1811, -0.1066, -0.1221, -0.0787, -0.0531, -0.0697, -0.0803, -0.0797, -0.0895, -0.0713, -0.0428, -0.023, -0.0136, -0.0249, -0.0105, 0.0422, 0.0433, 0.048, 0.0384, 0.0037, -0.0268, -0.0531, -0.0716, -0.0306, -0.0963, -0.0855, -0.0833, -0.0806, -0.0846, -0.0841, -0.1077, -0.1042, -0.0941, -0.1007, -0.1235, -0.0933, -0.0694, -0.0365, 0.0194, 0.033, 0.0417, 0.0493, 0.0605, 0.0893, 0.061, 0.0773, 0.0808, 0.1178, 0.0887, 0.0868, 0.1338, 0.1459, 0.2077, 0.2058, 0.2259, 0.2189, 0.1732, 0.1623, 0.1637, 0.1952, 0.1819, 0.1735, 0.2493, 0.2572, 0.2626, 0.2957, 0.276, 0.2797, 0.2699, 0.2637, 0.2471, 0.2436, 0.255, 0.2406, 0.258, 0.2561, 0.2585, 0.2395, 0.2843, 0.2871, 0.2974, 0.337, 0.2175, 0.2485, 0.2656, 0.3107, 0.3338, 0.3688, 0.3906, 0.3944, 0.3319, 0.3289, 0.3281, 0.3648]}
{"unit_id": "quote:1892553888718311498", "ticker_idx": 1, "ts": "2025-02-20T12:36:23+00:00", "symbol": "CYTK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CYTK you're next.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "BBIO massively underpriced given Attruby script data; CYTK flagged as the next catalyst.", "resolved_tickers": ["CYTK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$BBIO 1028 scripts?! \n\nRevise the models.\n\n$CYTK you’re next.", "reply_text": null, "parent_text": null, "quoted_text": "$BBIO 90% of “incident” population to Attruby??? \n\nLOL.  This is not priced *close* to correctly if even a fraction of cardiologists are behaving this way.", "parent_author": null, "ret_m1d": -0.09233171957407615, "ret_signed_m1d": -0.09233171957407615, "alpha_spy_m1d": -0.09650954818739643, "alpha_c_m1d": -0.08676186831877863, "bench_spy_m1d": 0.004177828613320278, "bench_c_m1d": -0.00556985125529752, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016823173480450926, "ret_signed_p1d": -0.016823173480450926, "alpha_spy_p1d": 0.00028083265615752584, "alpha_c_p1d": -0.011456973287326644, "bench_spy_p1d": -0.01710400613660845, "bench_c_p1d": -0.005366200193124282, "ret_p1w": -0.0717918279661044, "ret_signed_p1w": -0.0717918279661044, "alpha_spy_p1w": -0.030292931642302734, "alpha_c_p1w": -0.0717918279661044, "bench_spy_p1w": -0.04149889632380166, "bench_c_p1w": 0.0, "ret_p1m": -0.11130670472608317, "ret_signed_p1m": -0.11130670472608317, "alpha_spy_p1m": -0.038068027615980715, "alpha_c_p1m": -0.10709537444091455, "bench_spy_p1m": -0.07323867711010246, "bench_c_p1m": -0.004211330285168624, "ret_p3m": -0.3875195594651394, "ret_signed_p3m": -0.3875195594651394, "alpha_spy_p3m": -0.34530545777558874, "alpha_c_p3m": -0.2847419623104508, "bench_spy_p3m": -0.04221410168955064, "bench_c_p3m": -0.1027775971546886, "ret_p6m": -0.255672925819882, "ret_signed_p6m": -0.255672925819882, "alpha_spy_p6m": -0.3031292224698181, "alpha_c_p6m": -0.19458692661330568, "bench_spy_p6m": 0.047456296649936114, "bench_c_p6m": -0.061085999206576314, "ret_p1y": 0.3352895845554307, "ret_signed_p1y": 0.3352895845554307, "alpha_spy_p1y": 0.20418528082341547, "alpha_c_p1y": 0.23945635094722317, "bench_spy_p1y": 0.1311043037320152, "bench_c_p1y": 0.0958332336082075, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11130670472608317, "alpha_spy_stated": -0.038068027615980715, "alpha_c_stated": -0.10709537444091455, "price_path": [-0.0176, 0.016, -0.0006, -0.0246, -0.0675, -0.0395, -0.017, 0.0176, 0.0215, 0.0145, -0.0096, 0.0076, -0.0133, -0.0141, -0.0031, -0.0121, -0.0112, -0.0082, -0.0172, -0.0483, -0.0411, -0.0653, -0.0931, -0.0857, -0.044, -0.0424, -0.0507, -0.0505, -0.0736, -0.0777, -0.0798, -0.0428, -0.0344, -0.0378, -0.0511, -0.0734, -0.088, -0.0863, -0.1152, -0.0831, -0.0808, -0.1052, -0.1037, -0.0841, -0.0638, -0.0072, -0.0231, -0.0473, -0.0483, -0.0225, -0.0325, -0.0518, -0.0376, -0.0139, -0.0968, -0.1635, -0.1743, -0.187, -0.1749, -0.1858, -0.097, -0.1121, -0.0923, 0.0, -0.0168, -0.0583, -0.0874, -0.0833, -0.0718, -0.1002, -0.161, -0.1453, -0.1416, -0.1536, -0.1504, -0.1528, -0.1315, -0.1395, -0.1315, -0.1322, -0.1215, -0.1534, -0.15, -0.1569, -0.1113, -0.089, -0.1285, -0.1465, -0.159, -0.1551, -0.2138, -0.2664, -0.2126, -0.2074, -0.2692, -0.296, -0.3237, -0.27, -0.2596, -0.2439, -0.2212, -0.2457, -0.2342, -0.2277, -0.258, -0.2604, -0.2567, -0.2111, -0.2091, -0.1937, -0.1923, -0.162, -0.1604, -0.2694, -0.2827, -0.3355, -0.3537, -0.3646, -0.3799, -0.3715, -0.4012, -0.4131, -0.4163, -0.3936, -0.3985, -0.3611, -0.3875, -0.4036, -0.4026, -0.4028, -0.4077, -0.3873, -0.3932, -0.3895, -0.374, -0.366, -0.3725, -0.3682, -0.3519, -0.3243, -0.3523, -0.3505, -0.3275, -0.3392, -0.3635, -0.3597, -0.3656, -0.3615, -0.3466, -0.3523, -0.3367, -0.3513, -0.3537, -0.3419, -0.3279, -0.322, -0.3474, -0.33, -0.2835, -0.2842, -0.276, -0.2453, -0.2565, -0.2433, -0.2392, -0.2717, -0.277, -0.2625, -0.258, -0.2701, -0.2727, -0.2835, -0.2977, -0.2923, -0.2637, -0.2823, -0.2844, -0.2926, -0.3126, -0.3104, -0.3327, -0.35, -0.3288, -0.2786, -0.2426, -0.2435, -0.2381, -0.2598, -0.27, -0.2557]}
{"unit_id": "thread:1892943763351142636", "ticker_idx": 0, "ts": "2025-02-21T14:25:37+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Back to the $20s where you belong, parasites.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS: FDA declared GLP-1 shortages over, ending the compounding opportunity; expects stock to return to $20s.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Game over $HIMS.  It's done.  Goodnight.\n\nhttps://t.co/fugqSydmac https://t.co/VtfpbsjIFw\n\n---\n\nAlso, absolutely HILARIOUS that $HIMS press released that they just spent money buying a peptide manufacturing facility *10 minutes* before the FDA announced that the GLP-1 shortages are completely over.   Back to the $20s where you belong, parasites.\n\nhttps://t.co/MJYvdXQeTh https://t.co/Eunlt1trF9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.3476056271740213, "ret_signed_m1d": -0.3476056271740213, "alpha_spy_m1d": -0.3302039832123045, "alpha_c_m1d": -0.3302039832123045, "bench_spy_m1d": 0.01740164396171684, "bench_c_m1d": 0.01740164396171684, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04119323547643772, "ret_signed_p1d": -0.04119323547643772, "alpha_spy_p1d": -0.0457436418724827, "alpha_c_p1d": -0.0457436418724827, "bench_spy_p1d": -0.004550406396044981, "bench_c_p1d": -0.004550406396044981, "ret_p1w": -0.08502432488836131, "ret_signed_p1w": 0.08502432488836131, "alpha_spy_p1w": 0.07542320021622861, "alpha_c_p1w": 0.07542320021622861, "bench_spy_p1w": -0.0096011246721327, "bench_c_p1w": -0.0096011246721327, "ret_p1m": -0.24086849078558614, "ret_signed_p1m": 0.24086849078558614, "alpha_spy_p1m": 0.2006426912903061, "alpha_c_p1m": 0.2006426912903061, "bench_spy_p1m": -0.040225799495280046, "bench_c_p1m": -0.040225799495280046, "ret_p3m": 0.08603899723000952, "ret_signed_p3m": -0.08603899723000952, "alpha_spy_p3m": -0.11120152874396672, "alpha_c_p3m": -0.11120152874396672, "bench_spy_p3m": -0.025162531513957198, "bench_c_p3m": -0.025162531513957198, "ret_p6m": -0.09557628249072492, "ret_signed_p6m": 0.09557628249072492, "alpha_spy_p6m": 0.17762556822954956, "alpha_c_p6m": 0.17762556822954956, "bench_spy_p6m": 0.08204928573882464, "bench_c_p6m": 0.08204928573882464, "ret_p1y": -0.6862824589873588, "ret_signed_p1y": 0.6862824589873588, "alpha_spy_p1y": 0.8454343066955268, "alpha_c_p1y": 0.8454343066955268, "bench_spy_p1y": 0.15915184770816793, "bench_c_p1y": 0.15915184770816793, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24086849078558614, "alpha_spy_stated": 0.2006426912903061, "alpha_c_stated": 0.2006426912903061, "price_path": [-0.5741, -0.5225, -0.5578, -0.5099, -0.486, -0.3638, -0.3774, -0.3843, -0.3462, -0.374, -0.3464, -0.3117, -0.3588, -0.3054, -0.3379, -0.3736, -0.3874, -0.3894, -0.3908, -0.3659, -0.3685, -0.4207, -0.4651, -0.4683, -0.4399, -0.4288, -0.4219, -0.461, -0.4892, -0.5093, -0.4886, -0.4596, -0.4541, -0.4385, -0.4779, -0.4844, -0.4744, -0.4681, -0.4347, -0.433, -0.4349, -0.3951, -0.3969, -0.3732, -0.3736, -0.3809, -0.36, -0.3535, -0.3109, -0.2435, -0.21, -0.1508, -0.1437, -0.1788, -0.1366, -0.0915, -0.1157, -0.0597, 0.2009, 0.2271, 0.1871, 0.3949, 0.3476, 0.0, 0.0412, -0.1912, -0.15, -0.1611, -0.085, -0.1745, -0.1784, -0.1703, -0.3022, -0.2705, -0.3005, -0.2957, -0.3115, -0.36, -0.3275, -0.2961, -0.361, -0.3125, -0.333, -0.2948, -0.2409, -0.2484, -0.3231, -0.3523, -0.4087, -0.4004, -0.3699, -0.3665, -0.432, -0.4726, -0.4365, -0.4704, -0.4016, -0.456, -0.4474, -0.4255, -0.4022, -0.4531, -0.4474, -0.4756, -0.4856, -0.458, -0.429, -0.43, -0.4221, -0.289, -0.3283, -0.2662, -0.1717, -0.1502, 0.0039, 0.0623, 0.043, 0.0544, 0.1203, 0.2987, 0.2403, 0.1887, 0.3119, 0.265, 0.2421, 0.1769, 0.086, 0.1126, 0.0828, 0.0824, 0.0633, 0.1477, 0.152, 0.1106, 0.0879, 0.0708, 0.1431, 0.1538, 0.1211, 0.168, 0.1597, 0.1258, 0.2131, 0.2021, 0.2392, 0.3032, -0.1481, -0.1284, -0.1597, -0.0609, 0.0026, 0.0116, -0.0268, -0.0369, -0.0264, -0.0175, -0.0065, 0.0398, 0.0201, -0.0282, 0.0558, 0.0239, 0.0522, 0.0144, 0.0223, -0.0341, 0.0148, 0.1774, 0.1631, 0.1698, 0.1907, 0.223, 0.3297, 0.3429, 0.2693, 0.2855, 0.1266, 0.0375, 0.0359, 0.054, 0.0142, -0.0268, -0.0193, -0.0436, -0.0662, -0.0848, -0.1441, -0.1197, -0.108, -0.0956]}
{"unit_id": "orig:1833909379524874474", "ticker_idx": 0, "ts": "2024-09-11T16:44:03+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "not an answer to or competitor in the Wegovy/Zepbound \"biggest TAM ever\" space", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NVO's oral peptide can't scale for mass obesity market, leaving LLY's Zepbound dominant in the mega-TAM space.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "Too bad $NVO will not be able to scale this oral peptide drug up to 150x-300x the API that Ozempic/Wegovy require!  This is not a mass-obesity market drug.  \n\nA profitable drug in a niche market?  For sure!\n\nBut definitely not an answer to or competitor in the Wegovy/Zepbound \"biggest TAM ever\" space.  $NVO $LLY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021327331163298102, "ret_signed_m1d": -0.021327331163298102, "alpha_spy_m1d": -0.011172768411172318, "alpha_c_m1d": -0.011172768411172318, "bench_spy_m1d": -0.010154562752125784, "bench_c_m1d": -0.010154562752125784, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015343773062888477, "ret_signed_p1d": 0.015343773062888477, "alpha_spy_p1d": 0.006920310429903376, "alpha_c_p1d": 0.006920310429903376, "bench_spy_p1d": 0.008423462632985101, "bench_c_p1d": 0.008423462632985101, "ret_p1w": -0.017287758342100723, "ret_signed_p1w": -0.017287758342100723, "alpha_spy_p1w": -0.02987787449406154, "alpha_c_p1w": -0.02987787449406154, "bench_spy_p1w": 0.012590116151960817, "bench_c_p1w": 0.012590116151960817, "ret_p1m": -0.011076360630308368, "ret_signed_p1m": -0.011076360630308368, "alpha_spy_p1m": -0.05342199283965687, "alpha_c_p1m": -0.05342199283965687, "bench_spy_p1m": 0.042345632209348505, "bench_c_p1m": 0.042345632209348505, "ret_p3m": -0.1302932527329177, "ret_signed_p3m": -0.1302932527329177, "alpha_spy_p3m": -0.22089083557125933, "alpha_c_p3m": -0.22089083557125933, "bench_spy_p3m": 0.09059758283834163, "bench_c_p3m": 0.09059758283834163, "ret_p6m": -0.11364935101279239, "ret_signed_p6m": -0.11364935101279239, "alpha_spy_p6m": -0.13532331953136023, "alpha_c_p6m": -0.13532331953136023, "bench_spy_p6m": 0.021673968518567843, "bench_c_p6m": 0.021673968518567843, "ret_p1y": -0.18132261464845623, "ret_signed_p1y": -0.18132261464845623, "alpha_spy_p1y": -0.3882449190074341, "alpha_c_p1y": -0.3882449190074341, "bench_spy_p1y": 0.20692230435897785, "bench_c_p1y": 0.20692230435897785, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011076360630308368, "alpha_spy_stated": -0.05342199283965687, "alpha_c_stated": -0.05342199283965687, "price_path": [-0.0611, -0.0595, -0.0421, -0.0474, -0.0403, -0.0333, -0.0392, -0.0415, -0.0348, -0.019, -0.0227, -0.0142, -0.0182, -0.0085, -0.0168, -0.0261, -0.0082, -0.0045, 0.0112, 0.0191, 0.013, 0.0284, 0.0307, 0.0211, -0.018, -0.0795, -0.0702, -0.061, -0.0476, -0.0676, -0.1095, -0.1275, -0.124, -0.1431, -0.1279, -0.0973, -0.1277, -0.1593, -0.1399, -0.1627, -0.0834, -0.0331, -0.041, -0.0153, 0.0103, 0.0116, 0.0013, 0.001, 0.0316, 0.0337, 0.0361, 0.0346, 0.0322, 0.0365, 0.0305, 0.021, 0.0425, 0.0387, 0.0276, -0.0088, -0.0197, -0.0137, -0.0213, 0.0, 0.0153, 0.0031, 0.0029, -0.016, -0.0173, -0.0064, 0.0007, -0.0026, 0.0038, 0.004, -0.0126, -0.0468, -0.038, -0.0395, -0.0324, -0.0384, -0.0366, -0.0244, -0.0078, -0.0012, -0.0111, 0.0121, 0.0094, -0.0082, -0.0049, -0.0041, -0.0032, -0.016, -0.0127, -0.0192, -0.0321, -0.0306, -0.0275, -0.0188, -0.0804, -0.099, -0.1107, -0.1246, -0.1247, -0.1569, -0.134, -0.097, -0.096, -0.1108, -0.1185, -0.1462, -0.1884, -0.209, -0.2063, -0.1805, -0.1843, -0.1864, -0.1788, -0.1415, -0.1427, -0.1349, -0.1301, -0.1153, -0.0974, -0.102, -0.1008, -0.1259, -0.1303, -0.1342, -0.149, -0.1417, -0.1527, -0.1531, -0.1682, -0.176, -0.1649, -0.1339, -0.1345, -0.1362, -0.1481, -0.1583, -0.1603, -0.1537, -0.1494, -0.1678, -0.1589, -0.1437, -0.1299, -0.1326, -0.1898, -0.1878, -0.176, -0.2106, -0.1925, -0.1799, -0.1662, -0.1457, -0.1209, -0.1244, -0.1254, -0.1046, -0.1178, -0.1185, -0.1015, -0.084, -0.0533, -0.0447, -0.0549, -0.0591, -0.0505, -0.0517, -0.0801, -0.066, -0.0553, -0.0487, -0.0481, -0.0396, -0.0174, -0.003, -0.0138, 0.0031, 0.013, -0.0073, 0.013, -0.0055, -0.0525, -0.0959, -0.1021, -0.1045, -0.1265, -0.1136]}
{"unit_id": "quote:1866841007234412612", "ticker_idx": 0, "ts": "2024-12-11T13:42:35+00:00", "symbol": "ACRS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ACRS, please tell me more about your unblinded mean EASI reductions in mild patients 🧐", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ACRS, ANAB, QTTB: TSLP/BTLA MOAs failing in atopic derm with high placebo responses; dupi/lebri dominate and alternatives face insurmountable hurdles.", "resolved_tickers": ["ACRS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Now $ANAB BTLA fails in AD with high placebo responses after the $QTTB blow up last night.  And $ANAB even disclosed a respectably high 20s baseline EASI.\n\n$ACRS, please tell me more about your unblinded mean EASI reductions in mild patients 🧐\n\nDupi/Lebri will lord over all other MOAs until LOE.  Their efficacy and safety are remarkable.  AD is looking similar to the IO hunt post PD1 (and maybe the obesity hunt post GIP/GLP) - we found GREAT targets, and getting even close to them is a massive hurdle.", "reply_text": null, "parent_text": null, "quoted_text": "Like I said, prepare to be shocked at how meaningless these $ACRS data are.  TSLP is not a viable MOA for atopic derm, and the TSLP lead they just brought in is very likely worthless.  $QTTB placebo arm just showed a 76% mean EASI reduction with their in their TSLP study, vs 74%", "parent_author": null, "ret_m1d": 0.025423772191449423, "ret_signed_m1d": -0.025423772191449423, "alpha_spy_m1d": -0.03309500237121654, "alpha_c_m1d": -0.011634535832653059, "bench_spy_m1d": -0.007671230179767119, "bench_c_m1d": 0.013789236358796364, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07627118187458426, "ret_signed_p1d": 0.07627118187458426, "alpha_spy_p1d": 0.07111854170277632, "alpha_c_p1d": 0.06832127342673089, "bench_spy_p1d": -0.005152640171807943, "bench_c_p1d": -0.007949908447853371, "ret_p1w": -0.12994351500110857, "ret_signed_p1w": 0.12994351500110857, "alpha_spy_p1w": 0.095077008884899, "alpha_c_p1w": 0.0960334108570986, "bench_spy_p1w": -0.03486650611620956, "bench_c_p1w": -0.03391010414400997, "ret_p1m": -0.2937853031243072, "ret_signed_p1m": 0.2937853031243072, "alpha_spy_p1m": 0.2554116178678718, "alpha_c_p1m": 0.2831890980043066, "bench_spy_p1m": -0.038373685256435364, "bench_c_p1m": -0.01059620512000059, "ret_p3m": -0.5536722994515834, "ret_signed_p3m": 0.5536722994515834, "alpha_spy_p3m": 0.4904564285405494, "alpha_c_p3m": 0.5909209883133376, "bench_spy_p3m": -0.06321587091103398, "bench_c_p3m": 0.03724868886175425, "ret_p6m": -0.5932203184356293, "ret_signed_p6m": 0.5932203184356293, "alpha_spy_p6m": 0.5916852930948936, "alpha_c_p6m": 0.5560166949583489, "bench_spy_p6m": -0.001535025340735685, "bench_c_p6m": -0.037203623477280345, "ret_p1y": -0.10451974280965926, "ret_signed_p1y": 0.10451974280965926, "alpha_spy_p1y": 0.2387607337900267, "alpha_c_p1y": 0.22234886500869144, "bench_spy_p1y": 0.13424099098036746, "bench_c_p1y": 0.11782912219903219, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2937853031243072, "alpha_spy_stated": 0.2554116178678718, "alpha_c_stated": 0.2831890980043066, "price_path": [-0.6695, -0.6667, -0.6638, -0.6695, -0.6695, -0.6582, -0.6751, -0.6723, -0.6723, -0.6836, -0.6667, -0.6695, -0.6751, -0.6667, -0.6695, -0.6638, -0.6638, -0.6751, -0.6723, -0.6695, -0.6723, -0.6667, -0.661, -0.6667, -0.6723, -0.6695, -0.6638, -0.6582, -0.6412, -0.6441, -0.6356, -0.5226, -0.5452, -0.5169, -0.4915, -0.4887, -0.4096, -0.387, -0.3729, -0.3616, -0.3079, -0.2542, -0.2571, -0.2768, -0.3107, -0.3842, -0.4209, -0.113, 0.2966, 0.1186, 0.2203, 0.0734, 0.1271, 0.0254, 0.0791, 0.1497, 0.1186, 0.0862, 0.0621, 0.0763, 0.113, 0.1045, 0.0254, 0.0, -0.0763, -0.0904, -0.1469, -0.0791, -0.1299, -0.2175, -0.2316, -0.1836, -0.1808, -0.1766, -0.2288, -0.2994, -0.2994, -0.2994, -0.2655, -0.2853, -0.2938, -0.3051, -0.3023, -0.2994, -0.2938, -0.291, -0.291, -0.274, -0.2655, -0.2655, -0.2797, -0.291, -0.3079, -0.3249, -0.3333, -0.3249, -0.2994, -0.322, -0.291, -0.274, -0.3136, -0.2966, -0.3249, -0.3785, -0.387, -0.3785, -0.3418, -0.3503, -0.3475, -0.3475, -0.3672, -0.4153, -0.4181, -0.4068, -0.4492, -0.4379, -0.4463, -0.4548, -0.4774, -0.4859, -0.4831, -0.5311, -0.5339, -0.5508, -0.5593, -0.5593, -0.5537, -0.5537, -0.5621, -0.5565, -0.548, -0.5198, -0.5282, -0.5424, -0.5424, -0.5508, -0.5678, -0.5819, -0.565, -0.5791, -0.6045, -0.6243, -0.6525, -0.6582, -0.6949, -0.6751, -0.6667, -0.6836, -0.6808, -0.678, -0.6808, -0.6893, -0.6638, -0.6412, -0.6215, -0.6158, -0.6243, -0.6102, -0.6102, -0.5932, -0.6384, -0.6384, -0.6469, -0.6299, -0.6441, -0.6469, -0.6554, -0.6667, -0.6554, -0.6299, -0.6328, -0.6186, -0.6356, -0.6441, -0.6441, -0.6412, -0.6017, -0.5876, -0.5876, -0.5932, -0.5847, -0.5452, -0.5593, -0.5678, -0.5791, -0.5734, -0.5565, -0.5678, -0.5847, -0.5932]}
{"unit_id": "quote:1866841007234412612", "ticker_idx": 1, "ts": "2024-12-11T13:42:35+00:00", "symbol": "ANAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now $ANAB BTLA fails in AD with high placebo responses after the $QTTB blow up last night", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ACRS, ANAB, QTTB: TSLP/BTLA MOAs failing in atopic derm with high placebo responses; dupi/lebri dominate and alternatives face insurmountable hurdles.", "resolved_tickers": ["ANAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Now $ANAB BTLA fails in AD with high placebo responses after the $QTTB blow up last night.  And $ANAB even disclosed a respectably high 20s baseline EASI.\n\n$ACRS, please tell me more about your unblinded mean EASI reductions in mild patients 🧐\n\nDupi/Lebri will lord over all other MOAs until LOE.  Their efficacy and safety are remarkable.  AD is looking similar to the IO hunt post PD1 (and maybe the obesity hunt post GIP/GLP) - we found GREAT targets, and getting even close to them is a massive hurdle.", "reply_text": null, "parent_text": null, "quoted_text": "Like I said, prepare to be shocked at how meaningless these $ACRS data are.  TSLP is not a viable MOA for atopic derm, and the TSLP lead they just brought in is very likely worthless.  $QTTB placebo arm just showed a 76% mean EASI reduction with their in their TSLP study, vs 74%", "parent_author": null, "ret_m1d": 0.48871694467102667, "ret_signed_m1d": -0.48871694467102667, "alpha_spy_m1d": -0.4963881748507938, "alpha_c_m1d": -0.4749277083122303, "bench_spy_m1d": -0.007671230179767119, "bench_c_m1d": 0.013789236358796364, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03159253647481397, "ret_signed_p1d": 0.03159253647481397, "alpha_spy_p1d": 0.026439896303006027, "alpha_c_p1d": 0.0236426280269606, "bench_spy_p1d": -0.005152640171807943, "bench_c_p1d": -0.007949908447853371, "ret_p1w": -0.010960613804703034, "ret_signed_p1w": 0.010960613804703034, "alpha_spy_p1w": -0.023905892311506527, "alpha_c_p1w": -0.022949490339306933, "bench_spy_p1w": -0.03486650611620956, "bench_c_p1w": -0.03391010414400997, "ret_p1m": -0.038684774303845426, "ret_signed_p1m": 0.038684774303845426, "alpha_spy_p1m": 0.0003110890474100625, "alpha_c_p1m": 0.028088569183844836, "bench_spy_p1m": -0.038373685256435364, "bench_c_p1m": -0.01059620512000059, "ret_p3m": 0.06447456235203752, "ret_signed_p3m": -0.06447456235203752, "alpha_spy_p3m": -0.1276904332630715, "alpha_c_p3m": -0.02722587349028327, "bench_spy_p3m": -0.06321587091103398, "bench_c_p3m": 0.03724868886175425, "ret_p6m": 0.5409413115843942, "ret_signed_p6m": -0.5409413115843942, "alpha_spy_p6m": -0.5424763369251299, "alpha_c_p6m": -0.5781449350616745, "bench_spy_p6m": -0.001535025340735685, "bench_c_p6m": -0.037203623477280345, "ret_p1y": 1.9374596256357983, "ret_signed_p1y": -1.9374596256357983, "alpha_spy_p1y": -1.8032186346554309, "alpha_c_p1y": -1.8196305034367661, "bench_spy_p1y": 0.13424099098036746, "bench_c_p1y": 0.11782912219903219, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.038684774303845426, "alpha_spy_stated": 0.0003110890474100625, "alpha_c_stated": 0.028088569183844836, "price_path": [1.4694, 1.6003, 1.4965, 1.4178, 1.3578, 1.4197, 1.481, 1.2934, 1.2489, 1.0851, 1.0961, 1.0548, 1.1599, 1.2444, 1.2566, 1.2585, 1.1908, 1.1277, 1.0858, 1.0264, 1.0632, 1.1418, 1.2398, 1.1451, 1.2366, 1.2682, 1.2553, 1.2805, 1.2663, 1.2405, 1.0774, 1.0651, 0.9658, 0.9858, 0.43, 0.3946, 0.3978, 0.2856, 0.2818, 0.432, 0.3856, 0.374, 0.4442, 0.3862, 0.3378, 0.3005, 0.225, 0.2173, 0.2876, 0.3095, 0.3649, 0.4358, 0.5538, 0.628, 0.6196, 0.6093, 0.5719, 0.4184, 0.5525, 0.5255, 0.5996, 0.4752, 0.4887, 0.0, -0.0316, 0.0052, 0.0735, 0.0309, -0.011, -0.0329, -0.0619, -0.0993, -0.1044, -0.1141, -0.1593, -0.1476, -0.1464, -0.1386, -0.0587, -0.0135, -0.0438, -0.0741, -0.0838, -0.0574, -0.0387, -0.0026, -0.0309, 0.0219, 0.0883, 0.0432, 0.0722, 0.0864, 0.1257, 0.1631, 0.1231, 0.1231, 0.156, 0.0741, 0.0645, 0.0355, 0.0368, -0.06, -0.1618, -0.2021, 0.0413, 0.2437, 0.3681, 0.2753, 0.2643, 0.2166, 0.1986, 0.109, 0.1083, 0.0961, 0.0574, 0.0845, -0.0561, -0.0168, 0.0799, 0.0574, 0.0535, 0.0787, 0.1309, 0.1418, 0.0858, 0.0787, 0.0645, 0.0406, 0.06, 0.1328, 0.1012, 0.2063, 0.1889, 0.1728, 0.2025, 0.2218, 0.1986, 0.1863, 0.2231, 0.2437, 0.1934, 0.1464, 0.0948, 0.0896, 0.0471, 0.107, 0.1515, 0.167, 0.2289, 0.325, 0.3295, 0.3914, 0.3166, 0.3288, 0.3346, 0.3752, 0.3656, 0.4326, 0.3991, 0.3662, 0.3366, 0.2972, 0.2689, 0.2624, 0.2631, 0.2914, 0.323, 0.254, 0.3153, 0.3037, 0.3198, 0.3604, 0.3414, 0.3372, 0.3179, 0.2979, 0.3475, 0.4545, 0.4333, 0.4094, 0.5164, 0.3714, 0.363, 0.528, 0.4952, 0.5455, 0.5216, 0.5093, 0.5035, 0.5409]}
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And $ANAB even disclosed a respectably high 20s baseline EASI.\n\n$ACRS, please tell me more about your unblinded mean EASI reductions in mild patients 🧐\n\nDupi/Lebri will lord over all other MOAs until LOE.  Their efficacy and safety are remarkable.  AD is looking similar to the IO hunt post PD1 (and maybe the obesity hunt post GIP/GLP) - we found GREAT targets, and getting even close to them is a massive hurdle.", "reply_text": null, "parent_text": null, "quoted_text": "Like I said, prepare to be shocked at how meaningless these $ACRS data are.  TSLP is not a viable MOA for atopic derm, and the TSLP lead they just brought in is very likely worthless.  $QTTB placebo arm just showed a 76% mean EASI reduction with their in their TSLP study, vs 74%", "parent_author": null, "ret_m1d": 3.1025211142699014, "ret_signed_m1d": -3.1025211142699014, "alpha_spy_m1d": -3.1101923444496684, "alpha_c_m1d": -3.088731877911105, "bench_spy_m1d": -0.007671230179767119, "bench_c_m1d": 0.013789236358796364, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.28571426281694245, "ret_signed_p1d": 0.28571426281694245, "alpha_spy_p1d": 0.2805616226451345, "alpha_c_p1d": 0.2777643543690891, "bench_spy_p1d": -0.005152640171807943, "bench_c_p1d": -0.007949908447853371, "ret_p1w": -0.4739495437349446, "ret_signed_p1w": 0.4739495437349446, "alpha_spy_p1w": 0.439083037618735, "alpha_c_p1w": 0.4400394395909346, "bench_spy_p1w": -0.03486650611620956, "bench_c_p1w": -0.03391010414400997, "ret_p1m": -0.4840336081251131, "ret_signed_p1m": 0.4840336081251131, "alpha_spy_p1m": 0.4456599228686777, "alpha_c_p1m": 0.4734374030051125, "bench_spy_p1m": -0.038373685256435364, "bench_c_p1m": -0.01059620512000059, "ret_p3m": -0.6319327516934932, "ret_signed_p3m": 0.6319327516934932, "alpha_spy_p3m": 0.5687168807824592, "alpha_c_p3m": 0.6691814405552474, "bench_spy_p3m": -0.06321587091103398, "bench_c_p3m": 0.03724868886175425, "ret_p6m": -0.7176470585878214, "ret_signed_p6m": 0.7176470585878214, "alpha_spy_p6m": 0.7161120332470857, "alpha_c_p6m": 0.6804434351105411, "bench_spy_p6m": -0.001535025340735685, "bench_c_p6m": -0.037203623477280345, "ret_p1y": -0.48739494956505236, "ret_signed_p1y": 0.48739494956505236, "alpha_spy_p1y": 0.6216359405454198, "alpha_c_p1y": 0.6052240717640845, "bench_spy_p1y": 0.13424099098036746, "bench_c_p1y": 0.11782912219903219, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4840336081251131, "alpha_spy_stated": 0.4456599228686777, "alpha_c_stated": 0.4734374030051125, "price_path": [6.6403, 6.7563, 6.5597, 7.0555, 6.7983, 6.9277, 7.2319, 6.3429, 6.4571, 6.4622, 6.6319, 6.7311, 6.4992, 5.8025, 6.0908, 6.1849, 6.521, 6.2958, 6.5277, 6.9597, 6.9328, 7.1597, 6.7798, 7.1462, 7.405, 7.3429, 7.1983, 7.2538, 6.8487, 7.0303, 7.0034, 7.5025, 6.8555, 6.9361, 6.7849, 6.9378, 6.9714, 6.8723, 7.0202, 7.0672, 6.9765, 6.6118, 6.5647, 6.3412, 5.6773, 4.9882, 4.5378, 4.279, 3.8891, 3.5849, 3.5445, 3.1261, 3.2756, 3.2168, 3.5244, 3.5227, 3.4748, 3.1613, 3.1092, 2.9815, 3.3563, 2.8101, 3.1025, 0.0, -0.2857, -0.3782, -0.4118, -0.4235, -0.4739, -0.4387, -0.3966, -0.4571, -0.4437, -0.3983, -0.4353, -0.4773, -0.4218, -0.4202, -0.3429, -0.3849, -0.4067, -0.4504, -0.4387, -0.479, -0.484, -0.4622, -0.4723, -0.4487, -0.4286, -0.4218, -0.4336, -0.4084, -0.4555, -0.4571, -0.4588, -0.4521, -0.4908, -0.4924, -0.4521, -0.4353, -0.4689, -0.4706, -0.4655, -0.516, -0.5529, -0.5496, -0.5513, -0.5613, -0.5933, -0.5916, -0.5681, -0.5731, -0.5849, -0.6067, -0.6235, -0.6185, -0.637, -0.637, -0.6227, -0.6084, -0.6269, -0.6538, -0.6807, -0.6807, -0.6908, -0.6639, -0.6319, -0.6403, -0.637, -0.6504, -0.6521, -0.6336, -0.6504, -0.6655, -0.6824, -0.7126, -0.7227, -0.7479, -0.7504, -0.7311, -0.7244, -0.7429, -0.7563, -0.716, -0.7176, -0.6504, -0.6773, -0.6613, -0.6891, -0.6437, -0.6588, -0.679, -0.6807, -0.6891, -0.6857, -0.7168, -0.7387, -0.7311, -0.7378, -0.7244, -0.7378, -0.7412, -0.7361, -0.7412, -0.7395, -0.721, -0.7076, -0.7227, -0.7076, -0.7025, -0.7076, -0.7025, -0.721, -0.7227, -0.7277, -0.7176, -0.6924, -0.6824, -0.7092, -0.6924, -0.6773, -0.6756, -0.6908, -0.6807, -0.6941, -0.7176, -0.7143, -0.7143, -0.7193, -0.7176]}
{"unit_id": "quote:1862869581573800330", "ticker_idx": 0, "ts": "2024-11-30T14:41:33+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The burden of proof is on the overzealous Viking bulls. They don't have it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish VKTX: data show no superior clinical profile vs LLY — same MOA, just higher/faster dosing; Viking bulls lack the proof to support premium valuation.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$VKTX zealots abound.  I have spoken my *piece* (thanks @MSollender) on the matter.  The data are all compiled here, see for yourself.  How someone could look at these data from an honest perspective and not see how the $VKTX lower dose (2.5 and 5 mg) cohorts are the obvious relevant comparators to the $LLY 15 mg cohort is beyond me.  There is no need to obfuscate with small n phase 1 trials or speculative PK/PD modeling.  The lower dose Viking cohorts give closer cumulative doses of drug, produce similar AE profiles, and lead to much closer weight loss totals. \n\nThis is not complicated.  The only reason you would need to complicate something so obvious like this is that you have an agenda to make a claim that $VKTX has shown a superior profile.  It hasn't.  They have just given a hell of a lot more drug a hell of a lot faster.  People are bending over backwards trying to find a way to suggest that Viking has proven a superior clinical profile because they've got a story to sell you. \n\nOne last piece of perspective:  Why would my claim (that two drugs with the same MOA are *similar*) be more controversial/harder to prove than these people's claim that $VKTX's drug is *SUPERIOR* to $LLY's (again, a drug with the SAME MOA)?  The burden of proof is on the overzealous Viking bulls.  They don't have it.", "reply_text": null, "parent_text": null, "quoted_text": "@GilaMonstrum My comparisons are not based solely on safety.  They are based on everything --&gt;  Safety, efficacy, and cumulative dose administered.  As you know, the 2.5 and 5 mg $VKTX cohorts are closest to the $LLY 15 mg cohorts on EVERY SINGLE ONE of those aspects.  This is why I keep https://t.co/9UMGJnIDls", "parent_author": null, "ret_m1d": -0.00556394701193863, "ret_signed_m1d": -0.00556394701193863, "alpha_spy_m1d": -0.0037748265115049584, "alpha_c_m1d": -0.0037748265115049584, "bench_spy_m1d": -0.0017891205004336719, "bench_c_m1d": -0.0017891205004336719, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016916713209678136, "ret_signed_p1d": 0.016916713209678136, "alpha_spy_p1d": 0.016453077357304835, "alpha_c_p1d": 0.016453077357304835, "bench_spy_p1d": 0.00046363585237330085, "bench_c_p1d": 0.00046363585237330085, "ret_p1w": 0.004726095663631247, "ret_signed_p1w": 0.004726095663631247, "alpha_spy_p1w": 0.002986713084596193, "alpha_c_p1w": 0.002986713084596193, "bench_spy_p1w": 0.0017393825790350537, "bench_c_p1w": 0.0017393825790350537, "ret_p1m": -0.02716934147553174, "ret_signed_p1m": -0.02716934147553174, "alpha_spy_p1m": 0.0010306152875614316, "alpha_c_p1m": 0.0010306152875614316, "bench_spy_p1m": -0.02819995676309317, "bench_c_p1m": -0.02819995676309317, "ret_p3m": 0.14320214889855065, "ret_signed_p3m": 0.14320214889855065, "alpha_spy_p3m": 0.19123226407485971, "alpha_c_p3m": 0.19123226407485971, "bench_spy_p3m": -0.04803011517630906, "bench_c_p3m": -0.04803011517630906, "ret_p6m": -0.039045060835058765, "ret_signed_p6m": -0.039045060835058765, "alpha_spy_p6m": -0.027789740709104227, "alpha_c_p6m": -0.027789740709104227, "bench_spy_p6m": -0.011255320125954538, "bench_c_p6m": -0.011255320125954538, "ret_p1y": 0.27789055243725946, "ret_signed_p1y": 0.27789055243725946, "alpha_spy_p1y": 0.13031597264272254, "alpha_c_p1y": 0.13031597264272254, "bench_spy_p1y": 0.14757457979453692, "bench_c_p1y": 0.14757457979453692, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02716934147553174, "alpha_spy_stated": 0.0010306152875614316, "alpha_c_stated": 0.0010306152875614316, "price_path": [0.194, 0.1812, 0.1393, 0.1268, 0.1337, 0.125, 0.1495, 0.1671, 0.153, 0.1528, 0.1311, 0.1296, 0.1422, 0.1502, 0.1465, 0.1539, 0.1541, 0.1351, 0.0957, 0.1059, 0.104, 0.1123, 0.1054, 0.1074, 0.1214, 0.1405, 0.1481, 0.1368, 0.1634, 0.1603, 0.14, 0.1439, 0.1448, 0.1459, 0.1311, 0.1348, 0.1275, 0.1126, 0.1143, 0.1179, 0.1279, 0.0571, 0.0357, 0.0222, 0.0063, 0.0062, -0.0309, -0.0046, 0.038, 0.0391, 0.0221, 0.0133, -0.0186, -0.067, -0.0908, -0.0876, -0.058, -0.0624, -0.0648, -0.056, -0.0131, -0.0145, -0.0056, 0.0, 0.0169, 0.0376, 0.0323, 0.0336, 0.0047, -0.0003, -0.0047, -0.0218, -0.0134, -0.026, -0.0265, -0.0439, -0.0528, -0.0401, -0.0044, -0.0052, -0.0071, -0.0208, -0.0325, -0.0348, -0.0272, -0.0223, -0.0434, -0.0331, -0.0157, 0.0001, -0.0029, -0.0686, -0.0663, -0.0528, -0.0926, -0.0718, -0.0573, -0.0415, -0.018, 0.0105, 0.0065, 0.0054, 0.0293, 0.0141, 0.0133, 0.0328, 0.053, 0.0882, 0.0982, 0.0864, 0.0815, 0.0915, 0.0901, 0.0574, 0.0736, 0.086, 0.0936, 0.0943, 0.1039, 0.1295, 0.146, 0.1337, 0.1531, 0.1644, 0.1411, 0.1644, 0.1432, 0.0891, 0.0392, 0.0321, 0.0294, 0.004, 0.0189, 0.033, 0.0302, 0.0483, 0.0553, 0.049, 0.0833, 0.0675, 0.0355, 0.0291, 0.0302, 0.0344, 0.0085, 0.0248, -0.0117, -0.0754, -0.0936, -0.0904, -0.056, -0.0971, -0.0827, -0.0552, -0.0517, -0.0796, 0.052, 0.0245, 0.0365, 0.0388, 0.0768, 0.1079, 0.0988, 0.1087, 0.1259, -0.0054, 0.0316, 0.0289, -0.0292, -0.0272, -0.0588, -0.08, -0.0537, -0.0656, -0.1038, -0.0816, -0.0494, -0.0523, -0.0625, -0.0902, -0.1024, -0.1043, -0.0898, -0.0971, -0.0931, -0.0742, -0.0623, -0.0577, -0.0388, -0.039]}
{"unit_id": "thread:1877772771427594565", "ticker_idx": 0, "ts": "2025-01-10T17:41:30+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TMDX is toast. Their entire business model is garbage, the revenue stream is largely based on a bizarre form of racketeering, and new technologies/practices that make $TMDX totally obsolete are already being adopted.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short TMDX: racketeering business model, regulatory/legal threats, surgeon defections, obsolescence from cheaper competing devices, and declining revenues signal a death spiral.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$TMDX is toast.\n\nI started reading the @ScorpionFund report as soon as it came and and have gotten through almost every slide.  \n\nThere are undoubtedly major government/regulatory concerns here that could kill the company cold.  Both from medicare investigations (almost certainly happening soon if not already - heads up @MartyMakary ), FDA concerns, possible organ trafficking law violations, kickback violations, and even members of congress already calling out the company's practices.\n\nBut really, you don't need to know any of those existential regulatory/legal threats to realize the company is done for.  Their entire business model is garbage, the revenue stream is largely based on a bizarre form of racketeering, and new technologies/practices that make $TMDX totally obsolete are already being adopted. \n\nThey launched as a device to make transplant surgeons' lives easier by keeping organs healthy for longer.  Their initial launch served as a foot in the door to get the business going, and they have now pivoted to a racketeering scam using insanely overpriced and overutilized air transport services to move organs, surgeons, and company employees all over the country, even when there is no need for the long flights they opt for.  Hospitals are then billed for the excessive fees with absolutely no itemization or price transparency, and then medicare covers it all (likely having no idea what they are paying for) due to archaic language in medicare contracts that is due to change.\n\nAlso, the whole purpose of the $TMDX device is to increase how long an organ can remain healthy outside of the body.  In theory, this should INCREASE the amount of distance where it would be considered safe to *drive* an organ from point A to point B instead of having to use expensive private jet travel to get it there faster.  Historically, this radius has been 250 miles - further than that, you fly the organ - within that radius, you drive it.  However, $TMDX appears to be flying *all* organs (again, often including multiple jets to fly company employees/technicians as well), even those within the 250 mile radius.  This is absolutely a scam when you consider the fact that the entire purpose of the device is to prolong out of body time, which should allow hospitals to *save* money by driving organs that are even FURTHER than the 250 mile radius...\n\nBut even beyond the evidence that the company is now just an air transport racket (which for some reason bought $13M luxury jets for its fleet instead of the ~$2M jets that are typically used in this industry 🤔), you can also see they're doomed by the glut of new and MUCH CHEAPER devices that are coming into the market soon.  The surgeon's interviewed all seemed to agree that using these new devices is a \"no brainer\".  That's also on top of the fact that some US hospitals are now starting to use a procedure called \"Normothermic regional perfusion\" which basically negates the need for a device like $TMDX to begin with in some cases.  This technique has been standard of care in Europe for over 20 years, and the US is just now catching up.  \n\nAnd on top of that, Scorpion has shown that transplant surgeons/centers clearly have come to *DESPISE* working with $TMDX.  Keep in mind that the company completely changed their business model after initially launching as a reusable unit with disposable parts, to now becoming a fully \"disposable\" unit that also comes with massive air transport services/fees that the company coerces you into using and paying.  Surgeons started using the product under the old model, and liked it.  With the bait and switch model change that the company has used, it appears many surgeons now cannot stand $TMDX and will no longer work with them.\n\nThe quotes in there from some of the top transplant surgeons/centers in the world are absolutely scathing.  Several of the large transplant centers interviewed here noted that they have just in recent months stopped using the company's services altogether.  This is extremely important because this basically proves that $TMDX's stalling/declining revenues (that the market has already been spooked about) are because surgeons are abandoning them, NOT because transplant volumes in general were down in recent months across the entire market like the CEO has tried to claim.  To me it looks pretty obvious that revenues are down because they're at the beginning of a potential death spiral, despite the CEO's repeated insistence on recent quarterly calls that nothing is wrong.  These transplant centers are saying loud and clear that $TMDX is done.  And this is the market talking - NOT the government/medicare, which also appear to have their own reasons for potentially shutting down this racket altogether following investigations into their ridiculous practices.\n\n@ScorpionFund has a great track record with shorts like these.  They do good work and find true instances of egregious corporate practices and company valuations.  I think this $TMDX report is likely to become another big win in their track record.\n\nOf course, if you followed @cigs1234 you could have known that $TMDX was a terrible company and investment *way* before Scorpion called it out, because @cigs1234 has been incessantly pumping this name, tweeting about it literally dozens of times since only August.\n\nIt's down >60% since his first tweets about owning it just those few short months ago, with lots of supossed dip buying along the way.  He is truly one of the worst \"in the industry\" (quotes there because he's clearly *not* \"in the industry\"), and an incredible account to follow for fantastic short alpha!\n\n---\n\nhttps://t.co/0c8A9b00wG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.054352646793503157, "ret_signed_m1d": -0.054352646793503157, "alpha_spy_m1d": -0.03884861745484436, "alpha_c_m1d": -0.04869515594110685, "bench_spy_m1d": 0.015504029338658798, "bench_c_m1d": 0.0056574908523963074, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06917591448513949, "ret_signed_p1d": 0.06917591448513949, "alpha_spy_p1d": 0.07072628533572922, "alpha_c_p1d": 0.08220954702948402, "bench_spy_p1d": 0.001550370850589733, "bench_c_p1d": 0.013033632544344531, "ret_p1w": -0.1687254353666855, "ret_signed_p1w": 0.1687254353666855, "alpha_spy_p1w": 0.19816611905702375, "alpha_c_p1w": 0.1725925951457229, "bench_spy_p1w": 0.029440683690338254, "bench_c_p1w": 0.003867159779037399, "ret_p1m": -0.010172895990093855, "ret_signed_p1m": 0.010172895990093855, "alpha_spy_p1m": 0.052929957358770596, "alpha_c_p1m": 0.05593346793136866, "bench_spy_p1m": 0.04275706136867674, "bench_c_p1m": 0.04576057194127481, "ret_p3m": 0.17105078753183256, "ret_signed_p3m": -0.17105078753183256, "alpha_spy_p3m": -0.2484745774522511, "alpha_c_p3m": -0.187095324850438, "bench_spy_p3m": -0.07742378992041854, "bench_c_p3m": -0.016044537318605445, "ret_p6m": 0.681151059577801, "ret_signed_p6m": -0.681151059577801, "alpha_spy_p6m": -0.6029994070644933, "alpha_c_p6m": -0.7233416879119925, "bench_spy_p6m": 0.07815165251330769, "bench_c_p6m": -0.042190628334191516, "ret_p1y": 1.073971977579935, "ret_signed_p1y": -1.073971977579935, "alpha_spy_p1y": -0.8647916903148354, "alpha_c_p1y": -0.9317711219725087, "bench_spy_p1y": 0.20918028726509963, "bench_c_p1y": 0.14220085560742635, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.010172895990093855, "alpha_spy_stated": 0.052929957358770596, "alpha_c_stated": 0.05593346793136866, "price_path": [0.9936, 0.975, 0.9647, 0.9508, 0.916, 0.8888, 0.8478, 0.8398, 0.809, 0.7867, 0.7245, 0.773, 0.8191, 0.8346, 0.2862, 0.1905, 0.1913, 0.1975, 0.2348, 0.2062, 0.2549, 0.2426, 0.2495, 0.295, 0.3284, 0.3476, 0.2841, 0.1696, 0.1761, 0.2051, 0.1219, 0.153, 0.1051, 0.142, 0.1715, 0.2659, 0.2601, 0.2373, 0.0382, 0.0494, -0.0372, -0.008, 0.015, 0.0026, -0.0211, -0.0451, -0.0661, -0.0667, -0.0451, -0.1152, -0.1203, -0.1033, -0.0895, -0.0714, -0.0902, -0.1132, -0.1385, -0.0939, -0.0336, 0.0041, 0.0991, 0.1433, 0.0544, 0.0, -0.0692, -0.0911, -0.1216, -0.1568, -0.1687, -0.1756, -0.0994, -0.091, -0.1161, -0.1125, -0.0259, -0.0477, -0.027, -0.0183, -0.0007, 0.0484, 0.0837, 0.0682, 0.0551, 0.0208, -0.0102, 0.0103, 0.035, 0.049, 0.0902, 0.1542, 0.0965, 0.0456, 0.1208, 0.0609, 0.0719, 0.0481, 0.1091, 0.0076, 0.0044, -0.0199, -0.0512, -0.0196, -0.0404, -0.0169, -0.0251, -0.0648, -0.0041, -0.0163, 0.0026, 0.0221, 0.0004, 0.0035, 0.0387, 0.0288, 0.0219, 0.0237, -0.0033, -0.0222, -0.0078, 0.0625, 0.0312, -0.0166, 0.0049, -0.0125, 0.0959, 0.1099, 0.1711, 0.262, 0.267, 0.2408, 0.2824, 0.2748, 0.3255, 0.3406, 0.3687, 0.3588, 0.3107, 0.3433, 0.3372, 0.3145, 0.3077, 0.3401, 0.3571, 0.3924, 0.3545, 0.6204, 0.7255, 0.7746, 0.7782, 0.7702, 0.7669, 0.7745, 0.8124, 0.763, 0.7925, 0.8057, 0.8679, 0.8692, 0.8557, 0.8474, 0.8012, 0.8709, 0.8865, 0.9705, 1.0208, 1.0259, 1.0471, 1.0764, 1.0788, 1.0764, 1.0631, 0.9794, 0.8021, 0.7957, 0.8534, 0.9276, 0.8686, 0.8901, 0.9103, 0.9475, 0.8907, 0.8557, 0.8775, 0.819, 0.8127, 0.8371, 0.8134, 0.6344, 0.6986, 0.6812]}
{"unit_id": "orig:1839298935082393774", "ticker_idx": 0, "ts": "2024-09-26T13:40:13+00:00", "symbol": "FULC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Trial just got a lot easier to enroll", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FULC: Oxbryta withdrawal removes a competitor and eases SCD trial enrollment, a key overhang.", "resolved_tickers": ["FULC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "The most common complaint/concern I’ve heard regarding $FULC SCD program is that the current trial restrictions the FDA implemented have just made it way too hard to enroll the trial. \n\nWith $PFE $GBT Oxbryta being taken from the market, a bunch of the more severe SCD patients are suddenly having their medicine (perhaps “medicine”) being taken away from them all at once. \n\nTerrible way to find good news for $FULC, but it is what it is.  Trial just got a lot easier to enroll.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13249999284744263, "ret_signed_m1d": -0.13249999284744263, "alpha_spy_m1d": -0.128550958604702, "alpha_c_m1d": -0.1291688087641274, "bench_spy_m1d": -0.003949034242740623, "bench_c_m1d": -0.0033311840833152306, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05750000476837158, "ret_signed_p1d": -0.05750000476837158, "alpha_spy_p1d": -0.05604971451440921, "alpha_c_p1d": -0.05697737181536655, "bench_spy_p1d": -0.0014502902539623719, "bench_c_p1d": -0.0005226329530050311, "ret_p1w": -0.08375000953674316, "ret_signed_p1w": -0.08375000953674316, "alpha_spy_p1w": -0.0759219250387515, "alpha_c_p1w": -0.07342992677476146, "bench_spy_p1w": -0.00782808449799166, "bench_c_p1w": -0.010320082761981708, "ret_p1m": -0.20249998569488525, "ret_signed_p1m": -0.20249998569488525, "alpha_spy_p1m": -0.2142769955958237, "alpha_c_p1m": -0.1730420641945798, "bench_spy_p1m": 0.01177700990093844, "bench_c_p1m": -0.029457921500305462, "ret_p3m": 0.21000003814697266, "ret_signed_p3m": 0.21000003814697266, "alpha_spy_p3m": 0.15572087104131893, "alpha_c_p3m": 0.2940492169974114, "bench_spy_p3m": 0.054279167105653725, "bench_c_p3m": -0.08404917885043872, "ret_p6m": -0.2799999713897705, "ret_signed_p6m": -0.2799999713897705, "alpha_spy_p6m": -0.26368183876717555, "alpha_c_p6m": -0.2417148826327009, "bench_spy_p6m": -0.01631813262259496, "bench_c_p6m": -0.038285088757069596, "ret_p1y": 1.2999999523162842, "ret_signed_p1y": 1.2999999523162842, "alpha_spy_p1y": 1.121808203591669, "alpha_c_p1y": 1.3747495585513803, "bench_spy_p1y": 0.17819174872461518, "bench_c_p1y": -0.07474960623509608, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20249998569488525, "alpha_spy_stated": -0.2142769955958237, "alpha_c_stated": -0.1730420641945798, "price_path": [0.57, 0.55, 0.5775, 0.525, 0.5388, 0.5475, 0.5125, 0.6325, 0.7725, 0.95, 1.0025, 1.1125, 1.165, 1.09, 1.03, 1.0, 1.15, 1.21, 1.14, 1.16, 1.22, 1.1075, 1.1025, 1.32, 1.2525, 1.3875, 1.115, 1.2175, 1.0725, 1.2375, 1.215, 1.2525, 1.2925, 1.255, 1.4225, 1.31, 1.335, 1.355, 1.385, 1.1975, 1.2925, 1.435, 1.2137, 1.2175, 1.185, 1.1375, 1.025, 1.0625, 1.1575, 1.135, 1.1575, 1.1075, 1.2125, -0.14, -0.205, -0.205, -0.1275, -0.14, -0.1375, -0.16, -0.2, -0.1975, -0.1325, 0.0, -0.0575, -0.1075, -0.1, -0.0325, -0.0838, -0.045, -0.1075, -0.115, -0.1475, -0.1825, -0.13, -0.1075, -0.085, -0.095, -0.1125, -0.1225, -0.1225, -0.1525, -0.1875, -0.19, -0.2025, -0.19, -0.19, -0.19, -0.21, -0.1975, -0.185, -0.17, -0.1425, -0.13, -0.1275, -0.09, -0.09, -0.11, -0.17, -0.2487, -0.2425, -0.2475, -0.2525, -0.2575, -0.1875, -0.14, -0.1125, -0.0125, -0.0375, -0.03, -0.0575, -0.1225, -0.0425, -0.0025, 0.0025, 0.0125, 0.0675, 0.0075, -0.01, 0.105, 0.135, 0.0575, 0.0075, 0.0875, 0.17, 0.1375, 0.21, 0.1975, 0.17, 0.175, 0.21, 0.27, 0.23, 0.2225, 0.12, 0.0925, 0.0425, 0.015, 0.025, -0.005, -0.01, 0.0, 0.0225, 0.035, 0.04, 0.025, 0.0125, 0.02, 0.045, -0.01, -0.0475, -0.045, -0.0225, -0.0425, -0.0775, -0.0925, -0.14, -0.11, -0.0725, -0.0775, -0.0575, -0.04, -0.0375, -0.0375, -0.075, -0.075, -0.17, -0.1575, -0.1025, -0.19, -0.1825, -0.1875, -0.195, -0.215, -0.2575, -0.26, -0.2425, -0.275, -0.22, -0.22, -0.245, -0.2575, -0.245, -0.2125, -0.1975, -0.2225, -0.245, -0.2275, -0.2475, -0.28]}
{"unit_id": "reply:1833934214011469888", "ticker_idx": 0, "ts": "2024-09-11T18:22:44+00:00", "symbol": "RHHBY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why would this >80% nausea signal be seen as a competitive profile? That's simply not a marketable profile against the competition.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish on Roche's oral obesity drug: >80% nausea vs ~30% for existing competitors makes it unmarketable.", "resolved_tickers": ["RHHBY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I mean, what do you think I'm missing?  All 3 dose levels of the $RHHBY oral drug showed >80% nausea.  \n\nObviously some degree of nausea is acceptable.  But compare this to what's on the market already with ~30% nausea signal.  Why would this >80% nausea signal be seen as a competitive profile?  That's simply not a marketable profile against the competition. \n\nObviously I understand that the obesity market is gargantuan.  That doesn't mean we should close our eyes and throw money after every obesity drug that finds its way into a clinical trial, right?  Don't the actual data of individual drugs matter at all?", "reply_text": null, "parent_text": "@A_May_MD Not arguing for one drug or another but you are missing the bigger picture here. The market (I.e. enough of the 100mm obese people in US and 1bn worldwide) will accept some nausea and vomiting to lose weight. This class of drugs will be ubiquitous, and some may fail on the way,", "quoted_text": null, "parent_author": "PCM_bio", "ret_m1d": 0.06402353110591852, "ret_signed_m1d": -0.06402353110591852, "alpha_spy_m1d": -0.0741780938580443, "alpha_c_m1d": -0.0741780938580443, "bench_spy_m1d": -0.010154562752125784, "bench_c_m1d": -0.010154562752125784, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03696750856910924, "ret_signed_p1d": -0.03696750856910924, "alpha_spy_p1d": -0.02854404593612414, "alpha_c_p1d": -0.02854404593612414, "bench_spy_p1d": 0.008423462632985101, "bench_c_p1d": 0.008423462632985101, "ret_p1w": 0.06107691431239237, "ret_signed_p1w": -0.06107691431239237, "alpha_spy_p1w": -0.048486798160431555, "alpha_c_p1w": -0.048486798160431555, "bench_spy_p1w": 0.012590116151960817, "bench_c_p1w": 0.012590116151960817, "ret_p1m": 0.04125361546318618, "ret_signed_p1m": -0.04125361546318618, "alpha_spy_p1m": 0.0010920167461623276, "alpha_c_p1m": 0.0010920167461623276, "bench_spy_p1m": 0.042345632209348505, "bench_c_p1m": 0.042345632209348505, "ret_p3m": -0.04527197683663564, "ret_signed_p3m": 0.04527197683663564, "alpha_spy_p3m": 0.13586955967497727, "alpha_c_p3m": 0.13586955967497727, "bench_spy_p3m": 0.09059758283834163, "bench_c_p3m": 0.09059758283834163, "ret_p6m": 0.1588533738168627, "ret_signed_p6m": -0.1588533738168627, "alpha_spy_p6m": -0.13717940529829487, "alpha_c_p6m": -0.13717940529829487, "bench_spy_p6m": 0.021673968518567843, "bench_c_p6m": 0.021673968518567843, "ret_p1y": 0.13428243928151384, "ret_signed_p1y": -0.13428243928151384, "alpha_spy_p1y": 0.072639865077464, "alpha_c_p1y": 0.072639865077464, "bench_spy_p1y": 0.20692230435897785, "bench_c_p1y": 0.20692230435897785, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04125361546318618, "alpha_spy_stated": 0.0010920167461623276, "alpha_c_stated": 0.0010920167461623276, "price_path": [-0.1023, -0.0868, -0.0753, -0.0713, -0.0737, -0.063, -0.0565, -0.0466, -0.0434, -0.0471, -0.0715, -0.0648, -0.0713, -0.0721, -0.0777, -0.0863, -0.0884, -0.0922, -0.0825, -0.0678, -0.0581, -0.0439, -0.0367, -0.0284, 0.0447, 0.0538, 0.052, 0.0544, 0.0233, 0.0324, 0.0597, 0.0919, 0.0822, 0.0798, 0.0852, 0.0908, 0.0905, 0.0538, 0.0517, 0.0576, 0.067, 0.0763, 0.0747, 0.0825, 0.0873, 0.082, 0.0865, 0.0988, 0.1104, 0.1117, 0.1098, 0.1173, 0.1251, 0.1181, 0.1171, 0.1262, 0.1339, 0.1026, 0.097, 0.0887, 0.0847, 0.0477, 0.064, 0.0, 0.037, 0.0477, 0.0504, 0.0536, 0.0611, 0.0571, 0.0568, 0.0581, 0.0702, 0.0675, 0.0758, 0.0753, 0.0702, 0.0512, 0.0466, 0.0254, 0.0118, 0.0177, 0.0252, 0.0289, 0.0413, 0.0496, 0.0493, 0.0544, 0.0469, 0.0471, 0.0597, 0.0555, 0.0498, 0.0769, 0.0847, 0.0868, 0.0798, 0.0675, 0.0571, 0.0396, 0.0517, 0.0563, 0.0423, 0.0118, 0.0225, 0.0075, 0.0078, 0.0005, -0.0083, -0.0319, -0.0399, -0.0445, -0.0514, -0.0589, -0.0546, -0.0506, -0.0458, -0.0514, -0.0429, -0.0292, -0.0335, -0.0378, -0.0386, -0.0273, -0.022, -0.023, -0.0453, -0.0356, -0.0471, -0.052, -0.048, -0.0399, -0.0648, -0.0828, -0.0758, -0.0654, -0.0635, -0.0624, -0.0605, -0.0581, -0.0656, -0.064, -0.0576, -0.0485, -0.0236, -0.0169, -0.0233, -0.0305, -0.0319, -0.0222, -0.0177, -0.0263, 0.0035, 0.0139, 0.0198, 0.0193, 0.0474, 0.0431, 0.041, 0.0672, 0.0514, 0.0533, 0.0613, 0.0857, 0.0611, 0.0654, 0.0683, 0.0563, 0.0777, 0.1061, 0.0997, 0.0943, 0.0897, 0.1023, 0.1096, 0.112, 0.1195, 0.1262, 0.1101, 0.1181, 0.1205, 0.1388, 0.138, 0.1532, 0.1757, 0.1535, 0.1251, 0.1669, 0.1481, 0.1589]}
{"unit_id": "thread:1857108565359579562", "ticker_idx": 0, "ts": "2024-11-14T17:09:20+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "VK-2735 isn't more efficacious than $LLY Tirzepatide. Viking has just been giving more drug faster in their early trials and creating more tolerability adverse events. 'Tolerability normalized' cross trial comps make the drugs look essentially the same", "tweet_type": "analysis", "timeline": "unspecified", "summary": "VKTX bearish: VK-2735 shows no efficacy edge over LLY's Tirzepatide once tolerability-normalized; same MOA undermines bull case.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Hot (data-driven) take for our $VKTX fans.  VK-2735 isn't more efficacious than $LLY Tirzepatide.  Viking has just been giving more drug faster in their early trials and creating more tolerability adverse events.  \"Tolerability normalized\" cross trial comps make the drugs look essentially the same, which only makes sense, because...they have the exact same mechanism of action...\n\n---\n\nHere's a quick-reference table for the efficacy/safety numbers $NVO sema, $LLY TZP, and all 4 dose levels of $VKTX P2a for folks to use as well: https://t.co/DcvxRVAGPT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02781410653266736, "ret_signed_m1d": -0.02781410653266736, "alpha_spy_m1d": -0.02134249555955625, "alpha_c_m1d": -0.011830107978753501, "bench_spy_m1d": 0.006471610973111108, "bench_c_m1d": 0.01598399855391386, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07448194673323905, "ret_signed_p1d": 0.07448194673323905, "alpha_spy_p1d": 0.0616733072527903, "alpha_c_p1d": 0.05593771247075052, "bench_spy_p1d": -0.012808639480448747, "bench_c_p1d": -0.018544234262488524, "ret_p1w": -0.03621427361882967, "ret_signed_p1w": 0.03621427361882967, "alpha_spy_p1w": 0.03675344331010255, "alpha_c_p1w": 0.03282360039767063, "bench_spy_p1w": 0.0005391696912728783, "bench_c_p1w": -0.0033906732211590462, "ret_p1m": -0.11834982618453227, "ret_signed_p1m": 0.11834982618453227, "alpha_spy_p1m": 0.14100083201524927, "alpha_c_p1m": 0.08229943164272724, "bench_spy_p1m": 0.022651005830716997, "bench_c_p1m": -0.03605039454180503, "ret_p3m": -0.3972372391361594, "ret_signed_p3m": 0.3972372391361594, "alpha_spy_p3m": 0.433713076544584, "alpha_c_p3m": 0.41483237099290404, "bench_spy_p3m": 0.03647583740842464, "bench_c_p3m": 0.01759513185674466, "ret_p6m": -0.46481239052416945, "ret_signed_p6m": 0.46481239052416945, "alpha_spy_p6m": 0.47034811796969134, "alpha_c_p6m": 0.40470564197041814, "bench_spy_p6m": 0.0055357274455218874, "bench_c_p6m": -0.06010674855375131, "ret_p1y": -0.2951278973932593, "ret_signed_p1y": 0.2951278973932593, "alpha_spy_p1y": 0.42111577153408886, "alpha_c_p1y": 0.3698271767126452, "bench_spy_p1y": 0.12598787414082957, "bench_c_p1y": 0.07469927931938591, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11834982618453227, "alpha_spy_stated": 0.14100083201524927, "alpha_c_stated": 0.08229943164272724, "price_path": [0.0586, 0.2438, 0.2346, 0.2089, 0.2012, 0.2065, 0.2231, 0.1464, 0.1417, 0.1695, 0.1969, 0.09, 0.0846, 0.034, 0.0105, 0.0226, 0.0202, 0.1355, 0.1725, 0.2457, 0.2526, 0.1749, 0.2031, 0.2724, 0.3155, 0.2136, 0.1561, 0.1785, 0.1633, 0.1505, 0.1818, 0.1574, 0.2076, 0.1968, 0.2126, 0.1762, 0.2447, 0.1693, 0.1658, 0.229, 0.2283, 0.2205, 0.2292, 0.2062, 0.2283, 0.201, 0.1579, 0.1273, 0.3668, 0.4566, 0.3911, 0.3692, 0.3394, 0.3541, 0.3605, 0.1786, 0.2065, 0.2296, 0.2852, 0.2783, 0.1755, 0.1312, 0.0278, 0.0, -0.0745, -0.0833, -0.0385, -0.0381, -0.0362, -0.0183, -0.0295, -0.0028, 0.0175, -0.0118, -0.0385, -0.0618, -0.0435, -0.0689, -0.0517, -0.0601, -0.1068, -0.0814, -0.1064, -0.1221, -0.1183, -0.1282, -0.2854, -0.2255, -0.2113, -0.21, -0.2094, -0.2033, -0.2317, -0.2576, -0.2488, -0.2324, -0.1994, -0.2061, -0.2223, -0.2421, -0.2662, -0.2742, -0.3666, -0.3493, -0.3922, -0.3905, -0.3864, -0.3644, -0.3478, -0.356, -0.3754, -0.3593, -0.376, -0.3711, -0.3887, -0.4116, -0.3957, -0.3746, -0.4127, -0.3922, -0.4368, -0.4407, -0.4527, -0.4493, -0.431, -0.4538, -0.3972, -0.4096, -0.364, -0.4549, -0.4713, -0.4807, -0.4648, -0.4611, -0.5203, -0.4756, -0.4784, -0.4646, -0.4568, -0.4781, -0.5049, -0.4484, -0.445, -0.4234, -0.4432, -0.4501, -0.4387, -0.4708, -0.4596, -0.4534, -0.4777, -0.5083, -0.5122, -0.5212, -0.5492, -0.5537, -0.5206, -0.5479, -0.5777, -0.6028, -0.627, -0.5688, -0.5983, -0.5852, -0.5413, -0.5686, -0.5595, -0.5531, -0.5572, -0.5244, -0.5186, -0.521, -0.5335, -0.5158, -0.4784, -0.4611, -0.4658, -0.4519, -0.4495, -0.4958, -0.4855, -0.4801, -0.4857, -0.4717, -0.4823, -0.504, -0.4885, -0.4693, -0.4867, -0.4648]}
{"unit_id": "thread:1857108565359579562", "ticker_idx": 1, "ts": "2024-11-14T17:09:20+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "VK-2735 isn't more efficacious than $LLY Tirzepatide", "tweet_type": "analysis", "timeline": "unspecified", "summary": "VKTX bearish: VK-2735 shows no efficacy edge over LLY's Tirzepatide once tolerability-normalized; same MOA undermines bull case.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Hot (data-driven) take for our $VKTX fans.  VK-2735 isn't more efficacious than $LLY Tirzepatide.  Viking has just been giving more drug faster in their early trials and creating more tolerability adverse events.  \"Tolerability normalized\" cross trial comps make the drugs look essentially the same, which only makes sense, because...they have the exact same mechanism of action...\n\n---\n\nHere's a quick-reference table for the efficacy/safety numbers $NVO sema, $LLY TZP, and all 4 dose levels of $VKTX P2a for folks to use as well: https://t.co/DcvxRVAGPT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03253504917618111, "ret_signed_m1d": 0.03253504917618111, "alpha_spy_m1d": 0.02606343820307, "alpha_c_m1d": 0.02606343820307, "bench_spy_m1d": 0.006471610973111108, "bench_c_m1d": 0.006471610973111108, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04934187953366442, "ret_signed_p1d": -0.04934187953366442, "alpha_spy_p1d": -0.036533240053215676, "alpha_c_p1d": -0.036533240053215676, "bench_spy_p1d": -0.012808639480448747, "bench_c_p1d": -0.012808639480448747, "ret_p1w": -0.0446028116373397, "ret_signed_p1w": -0.0446028116373397, "alpha_spy_p1w": -0.04514198132861258, "alpha_c_p1w": -0.04514198132861258, "bench_spy_p1w": 0.0005391696912728783, "bench_c_p1w": 0.0005391696912728783, "ret_p1m": -0.007554839834990168, "ret_signed_p1m": -0.007554839834990168, "alpha_spy_p1m": -0.030205845665707165, "alpha_c_p1m": -0.030205845665707165, "bench_spy_p1m": 0.022651005830716997, "bench_c_p1m": 0.022651005830716997, "ret_p3m": 0.10652456222968398, "ret_signed_p3m": 0.10652456222968398, "alpha_spy_p3m": 0.07004872482125934, "alpha_c_p3m": 0.07004872482125934, "bench_spy_p3m": 0.03647583740842464, "bench_c_p3m": 0.03647583740842464, "ret_p6m": -0.044715687761060385, "ret_signed_p6m": -0.044715687761060385, "alpha_spy_p6m": -0.05025141520658227, "alpha_c_p6m": -0.05025141520658227, "bench_spy_p6m": 0.0055357274455218874, "bench_c_p6m": 0.0055357274455218874, "ret_p1y": 0.32207071720592917, "ret_signed_p1y": 0.32207071720592917, "alpha_spy_p1y": 0.1960828430650996, "alpha_c_p1y": 0.1960828430650996, "bench_spy_p1y": 0.12598787414082957, "bench_c_p1y": 0.12598787414082957, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007554839834990168, "alpha_spy_stated": -0.030205845665707165, "alpha_c_stated": -0.030205845665707165, "price_path": [0.1728, 0.1724, 0.2083, 0.2108, 0.2136, 0.2118, 0.209, 0.214, 0.2069, 0.1958, 0.221, 0.2166, 0.2036, 0.1609, 0.1482, 0.1552, 0.1463, 0.1713, 0.1892, 0.1749, 0.1746, 0.1526, 0.151, 0.1638, 0.172, 0.1683, 0.1758, 0.1759, 0.1566, 0.1165, 0.1268, 0.125, 0.1333, 0.1263, 0.1284, 0.1427, 0.1622, 0.1698, 0.1583, 0.1855, 0.1822, 0.1616, 0.1656, 0.1665, 0.1676, 0.1525, 0.1563, 0.1488, 0.1337, 0.1354, 0.1391, 0.1493, 0.0771, 0.0553, 0.0416, 0.0253, 0.0252, -0.0125, 0.0143, 0.0576, 0.0588, 0.0415, 0.0325, 0.0, -0.0493, -0.0735, -0.0703, -0.0402, -0.0446, -0.047, -0.0381, 0.0056, 0.0042, 0.0133, 0.0189, 0.0362, 0.0572, 0.0518, 0.0532, 0.0238, 0.0187, 0.0141, -0.0033, 0.0053, -0.0076, -0.008, -0.0258, -0.0349, -0.0219, 0.0145, 0.0137, 0.0117, -0.0022, -0.0141, -0.0165, -0.0087, -0.0038, -0.0253, -0.0148, 0.0029, 0.0191, 0.016, -0.051, -0.0487, -0.0348, -0.0754, -0.0542, -0.0394, -0.0234, 0.0006, 0.0296, 0.0256, 0.0244, 0.0488, 0.0333, 0.0325, 0.0524, 0.0729, 0.1089, 0.119, 0.107, 0.102, 0.1122, 0.1107, 0.0775, 0.094, 0.1065, 0.1143, 0.115, 0.1248, 0.1509, 0.1677, 0.1552, 0.1749, 0.1865, 0.1627, 0.1865, 0.1649, 0.1098, 0.0589, 0.0517, 0.0489, 0.0231, 0.0382, 0.0526, 0.0497, 0.0682, 0.0753, 0.0689, 0.1038, 0.0878, 0.0551, 0.0486, 0.0497, 0.054, 0.0276, 0.0442, 0.007, -0.0579, -0.0764, -0.0732, -0.0381, -0.08, -0.0653, -0.0373, -0.0337, -0.0621, 0.072, 0.044, 0.0561, 0.0585, 0.0972, 0.1288, 0.1196, 0.1297, 0.1472, 0.0134, 0.0511, 0.0483, -0.0108, -0.0088, -0.041, -0.0625, -0.0357, -0.0479, -0.0868, -0.0642, -0.0314, -0.0344, -0.0447]}
{"unit_id": "reply:1884303368383811711", "ticker_idx": 0, "ts": "2025-01-28T18:11:46+00:00", "symbol": "VIR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they've dosed like a hundred patients in FDA-backed studies already, so they're off to the races!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish VIR: novel masking technique harder to copy, substantial FDA-backed clinical progress underway.", "resolved_tickers": ["VIR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Could be, but this is at least a more novel technique than the stuff that had classically been “copied” like ADCs and naked TCEs.  Especially if considering the double masking candidates that $VIR has.  Not to mention, they’ve dosed like a hundred patients in FDA-backed studies already, so they’re off to the races!", "reply_text": null, "parent_text": "@A_May_MD totally agree with you here. I own $VIR and have been looking at $JANX.  I wonder if the valuation discount is due to fears that a random Chinese competitor appears out of the blue yet again.", "quoted_text": null, "parent_author": "ParaFortuna", "ret_m1d": -0.02927293816336196, "ret_signed_m1d": -0.02927293816336196, "alpha_spy_m1d": -0.020753616394168284, "alpha_c_m1d": -0.03630272462763917, "bench_spy_m1d": -0.008519321769193677, "bench_c_m1d": 0.00702978646427721, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029272848109131333, "ret_signed_p1d": 0.029272848109131333, "alpha_spy_p1d": 0.03375571257459753, "alpha_c_p1d": 0.03514246016949696, "bench_spy_p1d": -0.0044828644654661964, "bench_c_p1d": -0.0058696120603656254, "ret_p1w": -0.08451373417071761, "ret_signed_p1w": -0.08451373417071761, "alpha_spy_p1w": -0.07998126890950263, "alpha_c_p1w": -0.08806267819706437, "bench_spy_p1w": -0.00453246526121498, "bench_c_p1w": 0.0035489440263467564, "ret_p1m": -0.2341832351442038, "ret_signed_p1m": -0.2341832351442038, "alpha_spy_p1m": -0.20197568241152342, "alpha_c_p1m": -0.23896066798034232, "bench_spy_p1m": -0.03220755273268039, "bench_c_p1m": 0.004777432836138518, "ret_p3m": -0.43531634250145435, "ret_signed_p3m": -0.43531634250145435, "alpha_spy_p3m": -0.3550336035886442, "alpha_c_p3m": -0.3895810182607472, "bench_spy_p3m": -0.08028273891281013, "bench_c_p3m": -0.04573532424070714, "ret_p6m": -0.505193607590491, "ret_signed_p6m": -0.505193607590491, "alpha_spy_p6m": -0.560989676229366, "alpha_c_p6m": -0.42897367138252585, "bench_spy_p6m": 0.055796068638874985, "bench_c_p6m": -0.07621993620796519, "ret_p1y": -0.26534465555157316, "ret_signed_p1y": -0.26534465555157316, "alpha_spy_p1y": -0.4269111862901517, "alpha_c_p1y": -0.33363256565747645, "bench_spy_p1y": 0.16156653073857852, "bench_c_p1y": 0.0682879101059033, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2341832351442038, "alpha_spy_stated": -0.20197568241152342, "alpha_c_stated": -0.23896066798034232, "price_path": [-0.3059, -0.2937, -0.2682, -0.2814, -0.2823, -0.2927, -0.1256, -0.1152, -0.0897, -0.0397, -0.0774, -0.0935, -0.068, -0.1265, -0.152, -0.1841, -0.2436, -0.3362, -0.3456, -0.3636, -0.3437, -0.3277, -0.2975, -0.2805, -0.2578, -0.2483, -0.2304, -0.1313, -0.2092, -0.2474, -0.2115, -0.1766, -0.2361, -0.2616, -0.2984, -0.2965, -0.2861, -0.3059, -0.3244, -0.3041, -0.3069, -0.3069, -0.3031, -0.3012, -0.2951, -0.3078, -0.3069, -0.3135, -0.2918, -0.2493, -0.255, 0.1785, 0.1426, -0.0066, -0.0345, -0.0085, -0.051, -0.0453, -0.0161, -0.0057, 0.0576, 0.0038, -0.0293, 0.0, 0.0293, -0.0264, -0.0179, -0.0576, -0.0845, -0.051, -0.034, -0.0708, -0.1143, -0.1435, -0.1398, -0.0954, -0.0888, -0.0855, -0.0699, -0.0746, -0.0963, -0.1058, -0.1407, -0.1313, -0.2342, -0.2077, -0.2521, -0.2257, -0.2238, -0.238, -0.2483, -0.3041, -0.3069, -0.3083, -0.339, -0.3248, -0.3385, -0.3456, -0.3437, -0.3513, -0.3456, -0.3201, -0.3437, -0.3777, -0.3702, -0.3673, -0.3881, -0.4164, -0.3881, -0.4372, -0.4731, -0.4788, -0.5099, -0.4599, -0.5014, -0.4778, -0.474, -0.4693, -0.4868, -0.4806, -0.4703, -0.4523, -0.4363, -0.406, -0.4221, -0.424, -0.4353, -0.4221, -0.4259, -0.4183, -0.4193, -0.4684, -0.4703, -0.4891, -0.5198, -0.4995, -0.5562, -0.5751, -0.5703, -0.5656, -0.5619, -0.5534, -0.5741, -0.5647, -0.5751, -0.56, -0.5505, -0.5099, -0.5335, -0.5212, -0.5061, -0.5014, -0.5137, -0.4854, -0.4873, -0.4882, -0.5042, -0.5071, -0.5071, -0.5052, -0.5184, -0.508, -0.5061, -0.5231, -0.5024, -0.5099, -0.4986, -0.5118, -0.5241, -0.5175, -0.4873, -0.4891, -0.5024, -0.4995, -0.44, -0.44, -0.4665, -0.4806, -0.4995, -0.4891, -0.4816, -0.4891, -0.4788, -0.4589, -0.4476, -0.4561, -0.4665, -0.4825, -0.5042, -0.5052]}
{"unit_id": "reply:1857439889077285190", "ticker_idx": 0, "ts": "2024-11-15T15:05:53+00:00", "symbol": "TARS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TARS in $43s this morning feels like the baby getting tossed with the bath water", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TARS at $43 seen as oversold collateral damage from RFK-driven XBI selloff; implied buy opportunity.", "resolved_tickers": ["TARS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Maximus_Holla Seems like commercial stage small/mid stage bios should be *the most* immune to this RFK fear that’s causing $XBI to sell off as well.  $TARS in $43s this morning feels like the baby getting tossed with the bath water, but we’ll see!", "reply_text": null, "parent_text": "Re-adding $Tars dips slowly", "quoted_text": null, "parent_author": "Maximus_Holla", "ret_m1d": 0.04059780549826941, "ret_signed_m1d": 0.04059780549826941, "alpha_spy_m1d": 0.027622976105812436, "alpha_c_m1d": 0.02170318496633583, "bench_spy_m1d": 0.012974829392456977, "bench_c_m1d": 0.01889462053193358, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0044613150740696605, "ret_signed_p1d": -0.0044613150740696605, "alpha_spy_p1d": -0.008558618425308695, "alpha_c_p1d": -0.005166329988144036, "bench_spy_p1d": 0.0040973033512390344, "bench_c_p1d": 0.0007050149140743756, "ret_p1w": 0.07606512844373636, "ret_signed_p1w": 0.07606512844373636, "alpha_spy_p1w": 0.05940272603516439, "alpha_c_p1w": 0.0597085616024704, "bench_spy_p1w": 0.016662402408571975, "bench_c_p1w": 0.016356566841265963, "ret_p1m": 0.18804363475708974, "ret_signed_p1m": 0.18804363475708974, "alpha_spy_p1m": 0.1563922056351208, "alpha_c_p1m": 0.20658547178855846, "bench_spy_p1m": 0.031651429121968944, "bench_c_p1m": -0.018541837031468722, "ret_p3m": 0.08677223356599884, "ret_signed_p3m": 0.08677223356599884, "alpha_spy_p3m": 0.04121645185943201, "alpha_c_p3m": 0.04414273662533286, "bench_spy_p3m": 0.04555578170656682, "bench_c_p3m": 0.04262949694066598, "ret_p6m": -0.036582715533364896, "ret_signed_p6m": -0.036582715533364896, "alpha_spy_p6m": -0.03800129914887296, "alpha_c_p6m": 0.027946741944132603, "bench_spy_p6m": 0.0014185836155080622, "bench_c_p6m": -0.0645294574774975, "ret_p1y": 0.7200534789390938, "ret_signed_p1y": 0.7200534789390938, "alpha_spy_p1y": 0.5750497750959658, "alpha_c_p1y": 0.6269138868694459, "bench_spy_p1y": 0.145003703843128, "bench_c_p1y": 0.09313959206964784, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18804363475708974, "alpha_spy_stated": 0.1563922056351208, "alpha_c_stated": 0.20658547178855846, "price_path": [-0.4087, -0.4149, -0.4182, -0.4354, -0.4305, -0.3839, -0.3979, -0.4071, -0.3843, -0.3953, -0.4162, -0.3524, -0.3908, -0.3176, -0.3029, -0.2987, -0.2907, -0.2929, -0.2581, -0.2889, -0.3074, -0.2739, -0.2282, -0.2302, -0.2599, -0.2632, -0.2777, -0.2605, -0.2748, -0.2663, -0.2797, -0.2695, -0.2802, -0.244, -0.2592, -0.2416, -0.2253, -0.2081, -0.2034, -0.1863, -0.1684, -0.1615, -0.1731, -0.1831, -0.1869, -0.1524, -0.13, -0.1325, -0.1209, -0.1151, -0.0214, -0.0022, -0.0076, 0.0551, 0.0308, 0.0185, 0.0439, 0.0437, 0.1024, 0.0948, 0.0611, 0.0374, 0.0406, 0.0, -0.0045, 0.046, 0.039, 0.035, 0.0761, 0.0778, 0.1077, 0.1341, 0.17, 0.1247, 0.1242, 0.1519, 0.1225, 0.1553, 0.13, 0.1298, 0.1631, 0.1394, 0.1711, 0.1539, 0.188, 0.1756, 0.1599, 0.1802, 0.2137, 0.2054, 0.2124, 0.2269, 0.2202, 0.2351, 0.2302, 0.2418, 0.2536, 0.2286, 0.2322, 0.1753, 0.0489, -0.0112, 0.0386, 0.0466, 0.0377, 0.0426, 0.0732, 0.0957, 0.0881, 0.1477, 0.139, 0.1838, 0.1541, 0.1992, 0.2077, 0.2157, 0.2701, 0.1894, 0.1811, 0.1546, 0.1425, 0.1673, 0.1651, 0.1202, 0.1343, 0.1053, 0.0868, 0.0671, 0.0158, -0.079, -0.0506, -0.0286, -0.0078, -0.0471, -0.0074, -0.0065, -0.0281, 0.0366, -0.0054, 0.0518, 0.0506, 0.0366, 0.0727, 0.0593, 0.0299, 0.1053, 0.1133, 0.1147, 0.168, 0.145, 0.1379, 0.1298, 0.1541, 0.1459, 0.0912, 0.1486, 0.1053, 0.0489, 0.0593, -0.0045, 0.0232, -0.0158, 0.0357, 0.0868, 0.0957, 0.1017, 0.0986, 0.0821, 0.1028, 0.1153, 0.1147, 0.1153, 0.1091, 0.1354, 0.1579, 0.122, 0.0564, 0.0707, 0.0361, 0.0562, 0.0515, -0.0016, -0.0141, -0.0752, -0.0431, -0.0297, -0.0252, 0.004, 0.0011, -0.0366]}
{"unit_id": "orig:1589623070016212997", "ticker_idx": 0, "ts": "2022-11-07T14:17:28+00:00", "symbol": "BEAM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BEAM should be down even more based on that alone (in a vacuum)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "BEAM is overvalued relative to VERV's drawdown given its 50% ownership stake; should be down more from here.", "resolved_tickers": ["BEAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "@crisprtalk Not if you consider 50% ownership of the $VERV asset that is now on hold.  This current $BEAM drawdown is not even proportional to that’s $VERV drawdown adjusted for market cap.  $BEAM should be down even more based on that alone (in a vacuum).", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1289896968960882, "ret_signed_m1d": -0.1289896968960882, "alpha_spy_m1d": -0.13846450610921546, "alpha_c_m1d": -0.13957925519974823, "bench_spy_m1d": -0.009474809213127267, "bench_c_m1d": -0.01058955830366004, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012661554844851652, "ret_signed_p1d": -0.012661554844851652, "alpha_spy_p1d": -0.007265979302870207, "alpha_c_p1d": -0.007669470780005128, "bench_spy_p1d": 0.0053955755419814455, "bench_c_p1d": 0.004992084064846525, "ret_p1w": 0.31205491634583193, "ret_signed_p1w": -0.31205491634583193, "alpha_spy_p1w": -0.2721284674436344, "alpha_c_p1w": -0.3041888188682298, "bench_spy_p1w": 0.03992644890219754, "bench_c_p1w": 0.00786609747760214, "ret_p1m": 0.16328142051236494, "ret_signed_p1m": -0.16328142051236494, "alpha_spy_p1m": -0.12851367481216336, "alpha_c_p1m": -0.11555466061561148, "bench_spy_p1m": 0.03476774570020158, "bench_c_p1m": 0.04772675989675346, "ret_p3m": 0.16143495005322572, "ret_signed_p3m": -0.16143495005322572, "alpha_spy_p3m": -0.07567188905838718, "alpha_c_p3m": -0.1557969330179132, "bench_spy_p3m": 0.08576306099483855, "bench_c_p3m": 0.005638017035312526, "ret_p6m": -0.05433926092277841, "ret_signed_p6m": 0.05433926092277841, "alpha_spy_p6m": 0.15008538980681596, "alpha_c_p6m": 0.06672107989399434, "bench_spy_p6m": 0.09574612888403755, "bench_c_p6m": 0.01238181897121593, "ret_p1y": -0.39593775492738437, "ret_signed_p1y": 0.39593775492738437, "alpha_spy_p1y": 0.5648635131277284, "alpha_c_p1y": 0.3812180291752483, "bench_spy_p1y": 0.16892575820034406, "bench_c_p1y": -0.014719725752136092, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16328142051236494, "alpha_spy_stated": -0.12851367481216336, "alpha_c_stated": -0.11555466061561148, "price_path": [0.608, 0.7338, 0.7433, 0.8222, 0.8547, 0.6766, 0.5711, 0.5189, 0.4057, 0.3561, 0.4308, 0.5785, 0.6394, 0.484, 0.4519, 0.4345, 0.4403, 0.4661, 0.3896, 0.3962, 0.4722, 0.5054, 0.517, 0.5189, 0.4068, 0.4991, 0.5956, 0.4803, 0.4189, 0.4107, 0.3616, 0.2701, 0.2422, 0.2282, 0.277, 0.3458, 0.253, 0.2567, 0.2633, 0.3611, 0.344, 0.3543, 0.2596, 0.2311, 0.2284, 0.272, 0.2925, 0.1994, 0.2706, 0.2675, 0.1831, 0.1567, 0.186, 0.1488, 0.2329, 0.2543, 0.2216, 0.2857, 0.1622, 0.1701, 0.1501, 0.1609, 0.129, 0.0, 0.0127, -0.0008, 0.1649, 0.3434, 0.3121, 0.2973, 0.2606, 0.2487, 0.2366, 0.1978, 0.1981, 0.2055, 0.168, 0.139, 0.1504, 0.2184, 0.2089, 0.235, 0.1704, 0.139, 0.1633, 0.1788, 0.1111, 0.1686, 0.2065, 0.1839, 0.1161, 0.1221, 0.0578, 0.0971, 0.1403, 0.1068, 0.0646, 0.0045, -0.0311, 0.0211, 0.0317, -0.0156, 0.0868, 0.0852, 0.0652, 0.0203, 0.0406, 0.0783, 0.144, 0.1406, 0.1725, 0.1741, 0.1187, 0.1749, 0.1709, 0.1752, 0.1723, 0.1567, 0.1949, 0.1105, 0.1461, 0.2126, 0.287, 0.278, 0.2638, 0.2569, 0.1614, 0.1219, 0.0963, 0.1356, 0.1322, 0.1591, 0.0992, 0.1387, 0.038, 0.0768, 0.0678, 0.0266, 0.0285, 0.0615, 0.0156, 0.0237, 0.0314, 0.0058, -0.0076, -0.0137, -0.0818, -0.1522, -0.1095, -0.0994, -0.0741, -0.0633, -0.1237, -0.1498, -0.1453, -0.191, -0.1997, -0.1984, -0.1944, -0.2044, -0.1817, -0.2047, -0.1923, -0.2052, -0.22, -0.2266, -0.2155, -0.2063, -0.2063, -0.2152, -0.1496, -0.1752, -0.1599, -0.1796, -0.1707, -0.2063, -0.1781, -0.1952, -0.197, -0.1941, -0.1955, -0.1899, -0.1894, -0.2044, -0.1654, -0.1224, -0.1126, -0.1203, -0.0897, -0.0543]}
{"unit_id": "reply:1889377518236405833", "ticker_idx": 0, "ts": "2025-02-11T18:14:37+00:00", "symbol": "TECX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have *definitely* never seen the opportunity to buy a stock with a ~70% upside to what the insiders paid literally a week after they bought in, with no news ensuing since their purchases", "tweet_type": "analysis", "timeline": "weeks", "summary": "Strong buy on TECX: insiders paid a premium in PIPE, stock now 70% below insider price 1 week later with no negative news — historically unprecedented setup.", "resolved_tickers": ["TECX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$TECX move is absolutely *astounding* to me.  \n\n>First of all, I had never ever seen an example of multiple insiders ponying up to pay a PREMIUM to what funds are paying in order to participate in a PIPE ($54.14 vs $50).  Massive vote of confidence.\n\n>Second, I have *definitely* never seen the opportunity to buy a stock with a ~70% upside to what the insiders paid literally a week after they bought in, with no news ensuing since their purchases.\n\nThe fact that both of these never-before-seen factors are occurring on the *same* stock...It's seriously hard for me to even fathom. \n\n$TECX is really one of the most bizarre sell-off case studies I have ever seen at this point.", "reply_text": null, "parent_text": "lot of these moves are just...wow\n\nJANX and NAMS have completely given up their Dec gains. Both of these still have plenty of clinical risk but does anyone really think they should have puked their entire gain?\n\nTECX is trading 40% under the private placement 8 days ago", "quoted_text": null, "parent_author": "Sanctuary_Bio", "ret_m1d": 0.09099465146421482, "ret_signed_m1d": 0.09099465146421482, "alpha_spy_m1d": 0.09175471715538697, "alpha_c_m1d": 0.08914557473206797, "bench_spy_m1d": -0.0007600656911721515, "bench_c_m1d": 0.0018490767321468482, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008471931303851377, "ret_signed_p1d": -0.008471931303851377, "alpha_spy_p1d": -0.005250344002394325, "alpha_c_p1d": -0.007033902866569464, "bench_spy_p1d": -0.0032215873014570517, "bench_c_p1d": -0.001438028437281913, "ret_p1w": -0.01192347217159262, "ret_signed_p1w": -0.01192347217159262, "alpha_spy_p1w": -0.024512092231357974, "alpha_c_p1w": -0.014457237920614485, "bench_spy_p1w": 0.012588620059765354, "bench_c_p1w": 0.0025337657490218657, "ret_p1m": -0.26231566960174124, "ret_signed_p1m": -0.26231566960174124, "alpha_spy_p1m": -0.17328686043525265, "alpha_c_p1m": -0.24725037591467436, "bench_spy_p1m": -0.08902880916648859, "bench_c_p1m": -0.015065293687066883, "ret_p3m": -0.36648886092268873, "ret_signed_p3m": -0.36648886092268873, "alpha_spy_p3m": -0.3388919433167429, "alpha_c_p3m": -0.27301626513882715, "bench_spy_p3m": -0.027596917605945848, "bench_c_p3m": -0.09347259578386158, "ret_p6m": -0.30687167960804973, "ret_signed_p6m": -0.30687167960804973, "alpha_spy_p6m": -0.37862368589533446, "alpha_c_p6m": -0.2275349813016968, "bench_spy_p6m": 0.07175200628728473, "bench_c_p6m": -0.07933669830635293, "ret_p1y": -0.28741768163006665, "ret_signed_p1y": -0.28741768163006665, "alpha_spy_p1y": -0.4261238756782939, "alpha_c_p1y": -0.3744812337535528, "bench_spy_p1y": 0.13870619404822726, "bench_c_p1y": 0.08706355212348615, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26231566960174124, "alpha_spy_stated": -0.17328686043525265, "alpha_c_stated": -0.24725037591467436, "price_path": [0.4223, 0.3794, 0.4456, 0.4983, 0.4666, 0.3574, 0.2692, 0.22, 0.2821, 0.3815, 0.4085, 0.5093, 0.5074, 0.5011, 0.5425, 0.562, 0.5792, 0.6222, 0.609, 0.6084, 0.615, 0.5566, 0.5206, 0.5293, 0.4547, 0.4223, 0.3969, 0.4914, 0.3555, 0.3825, 0.4885, 0.4923, 0.5864, 0.6065, 0.4757, 0.4682, 0.4487, 0.4336, 0.5224, 0.5196, 0.4612, 0.3765, 0.2601, 0.187, 0.1923, 0.2906, 0.3185, 0.2833, 0.2984, 0.3179, 0.3241, 0.4666, 0.2921, -0.2331, -0.193, 0.7207, 0.6988, 0.588, 0.5064, 0.4688, 0.3367, 0.1437, 0.091, 0.0, -0.0085, 0.08, 0.1161, -0.0091, -0.0119, -0.0323, -0.0731, -0.1443, -0.165, -0.1613, -0.1977, -0.2068, -0.2655, -0.2742, -0.2482, -0.2874, -0.2727, -0.3313, -0.2909, -0.2275, -0.2623, -0.1958, -0.2482, -0.3122, -0.3122, -0.304, -0.3364, -0.3285, -0.3342, -0.4035, -0.4067, -0.4148, -0.4443, -0.4716, -0.4387, -0.4769, -0.5099, -0.5127, -0.5397, -0.4716, -0.4766, -0.4929, -0.4393, -0.4371, -0.449, -0.466, -0.4377, -0.3885, -0.3869, -0.2978, -0.3382, -0.3668, -0.3652, -0.3455, -0.3831, -0.3175, -0.3288, -0.4063, -0.4048, -0.3404, -0.38, -0.3502, -0.3665, -0.3756, -0.3508, -0.3414, -0.2655, -0.2294, -0.2915, -0.3034, -0.3207, -0.3238, -0.3238, -0.2971, -0.3251, -0.278, -0.2695, -0.289, -0.2956, -0.2764, -0.2319, -0.2105, -0.2626, -0.2959, -0.3131, -0.3238, -0.3564, -0.3787, -0.3784, -0.4117, -0.3671, -0.3615, -0.3703, -0.3787, -0.3765, -0.3674, -0.3382, -0.3304, -0.348, -0.3533, -0.3238, -0.3185, -0.2896, -0.2746, -0.3273, -0.2918, -0.2695, -0.3125, -0.3122, -0.3028, -0.2808, -0.3009, -0.2997, -0.2865, -0.3, -0.2934, -0.3037, -0.3495, -0.3361, -0.2931, -0.2733, -0.3122, -0.3, -0.3062, -0.3135, -0.3069]}
{"unit_id": "reply:1930995458979024945", "ticker_idx": 0, "ts": "2025-06-06T14:29:28+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll take that bet to say it trades/closes below that level again this year", "tweet_type": "prediction", "timeline": "months", "summary": "Disagrees with parent's bullish thesis; expects HIMS to revisit/break below the ~$52 May low again before year-end.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@himshouse $HIMS low of the week is what ~$52?  I’ll take that bet to say it trades/closes below that level again this year 🤝 🫡", "reply_text": null, "parent_text": "$HIMS SETTING UP FOR A BIG JUNE 🔥\n\nI think we'll look back on the week of May 4-11 as the bottom for 2025. Google Trends are rebounding hard. App rankings just had best WoW gain since April. Credit card data off lows.\n\nHere's our full $HIMS Data Tracker recap:\n\n(link below) https://t.co/GbwVLsIs1H", "quoted_text": null, "parent_author": "himshouse", "ret_m1d": -0.06319902818338607, "ret_signed_m1d": 0.06319902818338607, "alpha_spy_m1d": 0.05303448056846083, "alpha_c_m1d": 0.05303448056846083, "bench_spy_m1d": -0.010164547614925246, "bench_c_m1d": -0.010164547614925246, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009408818783398054, "ret_signed_p1d": -0.009408818783398054, "alpha_spy_p1d": -0.008507589913826719, "alpha_c_p1d": -0.008507589913826719, "bench_spy_p1d": 0.0009012288695713355, "bench_c_p1d": 0.0009012288695713355, "ret_p1w": -0.015089690416976942, "ret_signed_p1w": 0.015089690416976942, "alpha_spy_p1w": 0.011518039002882285, "alpha_c_p1w": 0.011518039002882285, "bench_spy_p1w": -0.0035716514140946565, "bench_c_p1w": -0.0035716514140946565, "ret_p1m": -0.09036037612521042, "ret_signed_p1m": 0.09036037612521042, "alpha_spy_p1m": 0.13503267137456476, "alpha_c_p1m": 0.13503267137456476, "bench_spy_p1m": 0.044672295249354343, "bench_c_p1m": 0.044672295249354343, "ret_p3m": -0.11876446341100699, "ret_signed_p3m": 0.11876446341100699, "alpha_spy_p3m": 0.20490155102441987, "alpha_c_p3m": 0.20490155102441987, "bench_spy_p3m": 0.08613708761341288, "bench_c_p3m": 0.08613708761341288, "ret_p6m": -0.30410084344558774, "ret_signed_p6m": 0.30410084344558774, "alpha_spy_p6m": 0.4551236204453676, "alpha_c_p6m": 0.4551236204453676, "bench_spy_p6m": 0.15102277699977984, "bench_c_p6m": 0.15102277699977984, "ret_p1y": -0.48553171311527143, "ret_signed_p1y": 0.48553171311527143, "alpha_spy_p1y": 0.7298140130381237, "alpha_c_p1y": 0.7298140130381237, "bench_spy_p1y": 0.24428229992285222, "bench_c_p1y": 0.24428229992285222, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09036037612521042, "alpha_spy_stated": 0.13503267137456476, "alpha_c_stated": 0.13503267137456476, "price_path": [-0.3618, -0.3881, -0.3838, -0.3977, -0.4401, -0.4117, -0.3842, -0.441, -0.3985, -0.4165, -0.3831, -0.3359, -0.3424, -0.4078, -0.4333, -0.4827, -0.4754, -0.4488, -0.4458, -0.5031, -0.5386, -0.507, -0.5367, -0.4765, -0.5241, -0.5166, -0.4974, -0.477, -0.5216, -0.5166, -0.5413, -0.55, -0.5258, -0.5004, -0.5013, -0.4944, -0.378, -0.4124, -0.3581, -0.2753, -0.2565, -0.1218, -0.0707, -0.0875, -0.0776, -0.0199, 0.1362, 0.085, 0.0399, 0.1477, 0.1067, 0.0866, 0.0296, -0.0499, -0.0266, -0.0527, -0.0531, -0.0698, 0.0041, 0.0078, -0.0284, -0.0483, -0.0632, 0.0, 0.0094, -0.0192, 0.0218, 0.0146, -0.0151, 0.0612, 0.0517, 0.0841, 0.1401, -0.2547, -0.2375, -0.2649, -0.1784, -0.1228, -0.115, -0.1486, -0.1575, -0.1482, -0.1404, -0.1308, -0.0904, -0.1076, -0.1498, -0.0763, -0.1042, -0.0795, -0.1126, -0.1056, -0.155, -0.1122, 0.03, 0.0176, 0.0234, 0.0417, 0.0699, 0.1633, 0.1749, 0.1104, 0.1246, -0.0144, -0.0923, -0.0937, -0.0779, -0.1127, -0.1486, -0.142, -0.1633, -0.183, -0.1994, -0.2512, -0.2299, -0.2196, -0.2088, -0.2368, -0.1949, -0.2187, -0.2168, -0.2482, -0.2627, -0.2107, -0.1459, -0.1406, -0.1188, -0.1516, -0.1518, -0.0811, -0.0147, -0.0421, -0.0966, -0.1062, -0.0023, 0.0265, 0.0243, -0.0059, -0.0547, -0.0259, 0.0367, 0.0495, 0.0069, -0.0004, 0.0273, -0.0673, -0.0279, 0.0291, 0.0327, 0.0341, -0.0423, -0.0284, -0.041, 0.1141, 0.0501, -0.1163, -0.0882, -0.1237, -0.1575, -0.1392, -0.134, -0.1438, -0.1635, -0.1722, -0.2178, -0.193, -0.212, -0.2404, -0.2237, -0.2629, -0.2716, -0.2713, -0.2943, -0.3073, -0.36, -0.3435, -0.3684, -0.3563, -0.3639, -0.4032, -0.3838, -0.3293, -0.3416, -0.3183, -0.2942, -0.3341, -0.3554, -0.3419, -0.2895, -0.3041]}
{"unit_id": "thread:1955026374441206111", "ticker_idx": 0, "ts": "2025-08-11T21:59:44+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Dudum knows what the bears know. The core business acceleration is slowing badly, GLP1s won't save their growth forever...IMO he is selling because he knows that right now the getting is good, and it won't always be.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: CEO dumping ~$114M in stock signals insider knows slowing core business, GLP-1 tailwind fading, and $12B valuation unjustified.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$HIMS CEO Andrew Dudum continues absolute *DUMPING* stock on the $HIMS cult.  He just sold 666,000 shares for ***$33,562,320***\n\nThe $HIMS cult thinks the low $50s is a \"dip\" to buy.  Meanwhile the CEO is dumping tens of millions of dollars at...$50.58/share...\n\nDudum knows what the bears know.  The core business acceleration is slowing badly, GLP1s won't save their growth forever (whether there is a $NVO lawsuit or not), and upcoming vertical launches are going to be *massive* challenges compared to stuff like ED and hair loss.\n\nOf course, he is entitled to reap some rewards from building this business...but there have been a LOT of big sales at levels that his retail cult considers a \"dip\".  How much cash does he need *right now* to live his lifestyle?  Surely not *this* much, right?  IMO he is selling because he knows that right now the getting is good, and it won't always be. \n\nYou guys really want to be buying $HIMS at a $12B valuation and a billion dollars of convertible debt?  \n\nOk...Andrew is selling to you!\n\n---\n\n$HIMS Cult:  “Nooo this $HIMS insider sale is no big deal”\n\n*a sale so large that zerohedge tweets about it*\n\n---\n\nAnd GURGAVIN on the $HIMS insider dumping too\n\n---\n\nYou can add up the $HIMS CEO sales here if you want - I asked chatGPT how many sales in the last year.  It says ~3.4M shares for ~$114M.\n\nYES I know that CEOs sell.  But this is a *lot*, and don’t act like you all wouldn’t be bullish as hell if he was out here buying instead! https://t.co/NMwBspWC4k\n\n---\n\nMultiple $HIMS bulls are trying to tell me the $HIMS CEO’s massive sale was pre planned via a 10b5-1 plan...  Y’all are just making shit up without even checking?  Look at the filing.  This was an open market, NOT pre planned sale, per the filing with the SEC. https://t.co/WSpicFjyJR\n\n---\n\nInteresting press release “explaining” the $HIMS CEO stock sale.  NGL I actually thought the companion music video was pretty good:\n\n https://t.co/KSQUfu4GaX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04211844237540152, "ret_signed_m1d": -0.04211844237540152, "alpha_spy_m1d": -0.05265237512012255, "alpha_c_m1d": -0.05265237512012255, "bench_spy_m1d": -0.01053393274472103, "bench_c_m1d": -0.01053393274472103, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007714819717371979, "ret_signed_p1d": -0.007714819717371979, "alpha_spy_p1d": -0.004291687660042731, "alpha_c_p1d": -0.004291687660042731, "bench_spy_p1d": 0.003423132057329248, "bench_c_p1d": 0.003423132057329248, "ret_p1w": -0.12051707442939019, "ret_signed_p1w": 0.12051707442939019, "alpha_spy_p1w": 0.1160357960811278, "alpha_c_p1w": 0.1160357960811278, "bench_spy_p1w": -0.004481278348262396, "bench_c_p1w": -0.004481278348262396, "ret_p1m": 0.07923267951626833, "ret_signed_p1m": -0.07923267951626833, "alpha_spy_p1m": -0.05598668422069841, "alpha_c_p1m": -0.05598668422069841, "bench_spy_p1m": 0.02324599529556992, "bench_c_p1m": 0.02324599529556992, "ret_p3m": -0.1440783982343583, "ret_signed_p3m": 0.1440783982343583, "alpha_spy_p3m": 0.2073112809657276, "alpha_c_p3m": 0.2073112809657276, "bench_spy_p3m": 0.06323288273136929, "bench_c_p3m": 0.06323288273136929, "ret_p6m": -0.6520016502781563, "ret_signed_p6m": 0.6520016502781563, "alpha_spy_p6m": 0.7348389495316254, "alpha_c_p6m": 0.7348389495316254, "bench_spy_p6m": 0.08283729925346917, "bench_c_p6m": 0.08283729925346917, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07923267951626833, "alpha_spy_stated": -0.05598668422069841, "alpha_c_stated": -0.05598668422069841, "price_path": [0.1512, 0.3344, 0.2744, 0.2214, 0.348, 0.2998, 0.2763, 0.2093, 0.1159, 0.1432, 0.1126, 0.1122, 0.0926, 0.1793, 0.1837, 0.1412, 0.1178, 0.1003, 0.1745, 0.1856, 0.152, 0.2002, 0.1916, 0.1568, 0.2465, 0.2352, 0.2734, 0.339, -0.1247, -0.1045, -0.1366, -0.035, 0.0302, 0.0394, 0.0, -0.0104, 0.0004, 0.0096, 0.0209, 0.0684, 0.0482, -0.0015, 0.0849, 0.0521, 0.0811, 0.0423, 0.0505, -0.0075, 0.0427, 0.2098, 0.1952, 0.202, 0.2235, 0.2567, 0.3663, 0.3799, 0.3042, 0.3209, 0.1576, 0.0661, 0.0644, 0.083, 0.0421, 0.0, 0.0077, -0.0173, -0.0405, -0.0596, -0.1205, -0.0955, -0.0834, -0.0707, -0.1036, -0.0544, -0.0824, -0.0801, -0.117, -0.1341, -0.073, 0.0031, 0.0094, 0.035, -0.0035, -0.0038, 0.0792, 0.1572, 0.1251, 0.0611, 0.0498, 0.1718, 0.2056, 0.2031, 0.1676, 0.1103, 0.1441, 0.2177, 0.2327, 0.1827, 0.1741, 0.2066, 0.0955, 0.1418, 0.2087, 0.2129, 0.2146, 0.1249, 0.1412, 0.1264, 0.3086, 0.2333, 0.0379, 0.0709, 0.0292, -0.0104, 0.0111, 0.0171, 0.0056, -0.0175, -0.0277, -0.0813, -0.0521, -0.0744, -0.1078, -0.0882, -0.1343, -0.1445, -0.1441, -0.1712, -0.1864, -0.2483, -0.2289, -0.2581, -0.244, -0.2529, -0.299, -0.2763, -0.2123, -0.2266, -0.1993, -0.171, -0.2179, -0.2429, -0.2271, -0.1656, -0.1827, -0.1843, -0.1697, -0.2102, -0.2125, -0.2241, -0.2442, -0.2314, -0.2709, -0.275, -0.2585, -0.2692, -0.2744, -0.2771, -0.2846, -0.289, -0.3111, -0.323, -0.3034, -0.2763, -0.2606, -0.2606, -0.2938, -0.3392, -0.3257, -0.3286, -0.347, -0.3488, -0.3457, -0.3647, -0.3976, -0.3636, -0.3824, -0.3686, -0.3812, -0.4022, -0.3772, -0.4352, -0.4487, -0.4675, -0.4912, -0.5104, -0.52, -0.597, -0.6405, -0.652]}
{"unit_id": "orig:1910027536555467254", "ticker_idx": 0, "ts": "2025-04-09T17:50:25+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LXEO has significant further upside in it in my opinion", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects significant further upside in LXEO once the market recovers, citing positive data.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$LXEO recovering to just flat from their inarguably positive data…*when* we do recover for real, $LXEO has significant further upside in it in my opinion.  Time will tell!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.22881350281662272, "ret_signed_m1d": -0.22881350281662272, "alpha_spy_m1d": -0.13377511049163548, "alpha_c_m1d": -0.18715883093806207, "bench_spy_m1d": -0.09503839232498723, "bench_c_m1d": -0.041654671878560645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0805084013760794, "ret_signed_p1d": -0.0805084013760794, "alpha_spy_p1d": -0.03668944667666496, "alpha_c_p1d": -0.05261844838967933, "bench_spy_p1d": -0.043818954699414436, "bench_c_p1d": -0.02788995298640007, "ret_p1w": -0.03389827426361236, "ret_signed_p1w": -0.03389827426361236, "alpha_spy_p1w": 0.007952242456997993, "alpha_c_p1w": -0.016097710243678676, "bench_spy_p1w": -0.04185051672061035, "bench_c_p1w": -0.017800564019933685, "ret_p1m": 0.13983058338705323, "ret_signed_p1m": 0.13983058338705323, "alpha_spy_p1m": 0.11117676910412233, "alpha_c_p1m": 0.18364745106622182, "bench_spy_p1m": 0.0286538142829309, "bench_c_p1m": -0.04381686767916859, "ret_p3m": 0.8940677919013853, "ret_signed_p3m": 0.8940677919013853, "alpha_spy_p3m": 0.7540008167242591, "alpha_c_p3m": 0.9151446679347466, "bench_spy_p3m": 0.14006697517712619, "bench_c_p3m": -0.02107687603336128, "ret_p6m": 2.474576344814704, "ret_signed_p6m": 2.474576344814704, "alpha_spy_p6m": 2.2441975750636205, "alpha_c_p6m": 2.42570857073249, "bench_spy_p6m": 0.23037876975108307, "bench_c_p6m": 0.0488677740822141, "ret_p1y": 1.7033899991685657, "ret_signed_p1y": 1.7033899991685657, "alpha_spy_p1y": 1.4384613522248624, "alpha_c_p1y": 1.6179983751197728, "bench_spy_p1y": 0.2649286469437033, "bench_c_p1y": 0.08539162404879286, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13983058338705323, "alpha_spy_stated": 0.11117676910412233, "alpha_c_stated": 0.18364745106622182, "price_path": [2.1059, 1.8898, 1.7076, 1.6864, 1.4576, 1.3263, 1.1992, 1.1483, 1.0678, 1.0763, 1.3771, 1.3644, 1.4873, 1.4068, 1.2076, 1.2246, 1.3008, 1.3517, 1.4449, 1.4619, 1.2966, 1.0975, 0.9576, 0.8008, 0.6737, 0.7881, 0.9068, 0.8347, 0.8898, 0.7076, 0.6483, 0.5805, 0.4301, 0.339, 0.2669, 0.2119, -0.0085, 0.0593, 0.1483, 0.1907, 0.1441, 0.1102, 0.1271, 0.2331, 0.2585, 0.3008, 0.3178, 0.2542, 0.2881, 0.1398, 0.1483, 0.7331, 0.8814, 0.6907, 0.7415, 0.7373, 0.4703, 0.3263, 0.2479, 0.1186, -0.0106, -0.2415, -0.2288, 0.0, -0.0805, -0.161, -0.0932, 0.0805, -0.0339, 0.1483, 0.3602, 0.4492, 0.428, 0.5551, 0.5593, 0.5042, 0.5127, 0.6653, 0.9958, 0.9661, 0.8856, 0.3771, 0.2669, 0.2712, 0.1398, 0.1144, 0.1992, 0.1398, 0.1441, 0.3729, 0.3941, 0.4958, 0.2966, 0.3051, 0.1949, 0.1441, 0.161, 0.2161, 0.1525, 0.1525, 0.1949, 0.3136, 0.3856, 0.6441, 0.8559, 0.9534, 0.911, 0.7331, 0.6695, 0.661, 0.661, 0.7966, 0.6568, 0.678, 0.7839, 0.7754, 0.7712, 0.7458, 0.7034, 0.7881, 0.8559, 0.8856, 0.9237, 0.8814, 0.9492, 0.9449, 0.8941, 0.8814, 0.7458, 0.7839, 0.8051, 0.7585, 0.678, 0.6483, 0.6525, 0.5551, 0.75, 0.8051, 0.7373, 0.9703, 1.0042, 0.9534, 1.0212, 1.0042, 1.0169, 0.8856, 0.9195, 0.8814, 0.9788, 1.0, 1.0297, 1.0, 1.0847, 1.0254, 1.0339, 1.0254, 1.0763, 0.9746, 1.072, 1.0551, 1.0169, 1.0297, 1.0297, 1.0847, 1.1059, 1.1271, 1.2246, 1.1992, 1.2034, 1.1949, 1.1949, 1.2797, 1.2076, 1.2712, 1.3136, 1.1822, 1.25, 1.2669, 1.7712, 1.7542, 1.8686, 1.822, 1.8136, 1.8136, 1.839, 1.8051, 1.7415, 2.5339, 2.4025, 2.4746]}
{"unit_id": "thread:1912822052811055357", "ticker_idx": 0, "ts": "2025-04-17T10:54:50+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY up today", "tweet_type": "prediction", "timeline": "days", "summary": "LLY up on orforglipron tolerability data; VKTX hurt as rival's profile undercuts Viking's competitive position.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$LLY orfo with lower rate of nausea than TZP 15mg…\n\nDid anyone have that on their bingo card?  $LLY up today.\n\n---\n\nSorry to my dear $VKTX family members but this tolerability profile from $LLY is not what Viking wanted to see.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1250774072812011, "ret_signed_m1d": -0.1250774072812011, "alpha_spy_m1d": -0.12365272262363336, "alpha_c_m1d": -0.12365272262363336, "bench_spy_m1d": -0.0014246846575677319, "bench_c_m1d": -0.0014246846575677319, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02612023230727123, "ret_signed_p1d": -0.02612023230727123, "alpha_spy_p1d": -0.002317581173355343, "alpha_c_p1d": -0.002317581173355343, "bench_spy_p1d": -0.023802651133915886, "bench_c_p1d": -0.023802651133915886, "ret_p1w": 0.05307391508997794, "ret_signed_p1w": 0.05307391508997794, "alpha_spy_p1w": 0.0070448546740362605, "alpha_c_p1w": 0.0070448546740362605, "bench_spy_p1w": 0.04602906041594168, "bench_c_p1w": 0.04602906041594168, "ret_p1m": -0.09917400702177992, "ret_signed_p1m": -0.09917400702177992, "alpha_spy_p1m": -0.22918691701397287, "alpha_c_p1m": -0.22918691701397287, "bench_spy_p1m": 0.13001290999219295, "bench_c_p1m": 0.13001290999219295, "ret_p3m": -0.0907396290008794, "ret_signed_p3m": -0.0907396290008794, "alpha_spy_p3m": -0.2887201205682325, "alpha_c_p3m": -0.2887201205682325, "bench_spy_p3m": 0.1979804915673531, "bench_c_p3m": 0.1979804915673531, "ret_p6m": -0.04014164698349365, "ret_signed_p6m": -0.04014164698349365, "alpha_spy_p6m": -0.3094975818174275, "alpha_c_p6m": -0.3094975818174275, "bench_spy_p6m": 0.26935593483393383, "bench_c_p6m": 0.26935593483393383, "ret_p1y": 0.08303501511261446, "ret_signed_p1y": 0.08303501511261446, "alpha_spy_p1y": -0.2698104741502225, "alpha_c_p1y": -0.2698104741502225, "bench_spy_p1y": 0.352845489262837, "bench_c_p1y": 0.352845489262837, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.05307391508997794, "alpha_spy_stated": 0.0070448546740362605, "alpha_c_stated": 0.0070448546740362605, "price_path": [-0.0996, -0.1375, -0.1177, -0.1039, -0.0889, -0.0666, -0.0395, -0.0433, -0.0444, -0.0216, -0.036, -0.0368, -0.0182, 0.0009, 0.0344, 0.0439, 0.0327, 0.028, 0.0375, 0.0362, 0.0051, 0.0205, 0.0323, 0.0395, 0.0401, 0.0493, 0.0736, 0.0893, 0.0776, 0.096, 0.1069, 0.0846, 0.1069, 0.0867, 0.0353, -0.0121, -0.0189, -0.0215, -0.0456, -0.0315, -0.0181, -0.0208, -0.0035, 0.0031, -0.0028, 0.0297, 0.0148, -0.0157, -0.0218, -0.0208, -0.0167, -0.0413, -0.0259, -0.0606, -0.1211, -0.1384, -0.1354, -0.1027, -0.1417, -0.128, -0.1019, -0.0986, -0.1251, 0.0, -0.0261, -0.0148, -0.0125, 0.0235, 0.0531, 0.0444, 0.0539, 0.0702, -0.0546, -0.0195, -0.022, -0.0772, -0.0753, -0.1054, -0.1255, -0.1005, -0.1118, -0.1481, -0.127, -0.0965, -0.0992, -0.1088, -0.1352, -0.1468, -0.1486, -0.1348, -0.1418, -0.138, -0.12, -0.1087, -0.1043, -0.0864, -0.0866, -0.0816, -0.077, -0.037, -0.0354, -0.0313, -0.0225, -0.0366, -0.0561, -0.0635, -0.0901, -0.0806, -0.0718, -0.0548, -0.0514, -0.0749, -0.07, -0.0744, -0.0703, -0.0687, -0.078, -0.0723, -0.0612, -0.0568, -0.054, -0.0464, -0.0793, -0.0578, -0.0916, -0.0794, -0.0907, -0.0737, -0.0469, -0.0391, -0.0305, -0.0359, -0.0898, -0.0932, -0.1171, -0.0906, -0.0826, -0.0862, -0.1096, -0.2355, -0.2536, -0.2422, -0.2372, -0.2121, -0.1835, -0.1616, -0.1654, -0.1592, -0.1566, -0.1513, -0.1491, -0.1687, -0.12, -0.1222, -0.1249, -0.1241, -0.121, -0.1179, -0.1118, -0.1306, -0.1169, -0.1026, -0.0978, -0.0958, -0.0969, -0.1055, -0.0857, -0.0912, -0.0878, -0.1009, -0.0974, -0.1069, -0.113, -0.1456, -0.1337, -0.1314, -0.0878, -0.0131, -0.0198, 0.0041, 0.0103, 0.0086, 0.0111, 0.0227, -0.0035, -0.0203, -0.0288, -0.0118, -0.0204, -0.0401]}
{"unit_id": "reply:1935527012535283929", "ticker_idx": 0, "ts": "2025-06-19T02:36:14+00:00", "symbol": "REGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think REGN is making the smarter move", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long REGN on smarter strategic acceleration; SRRK still cheap on SMA silver-mine despite a strategic misstep.", "resolved_tickers": ["REGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Interesting and I think wrong decision.  New management clearly never would have even run this study had they been around before, because the data are as good as they could’ve hoped for at the outset.\n\nThey’re decelerating this, $REGN is accelerating this.  I think REGN is making the smarter move.\n\nFortunately for SRRK there sitting on a silver mine for SMA that will be a gold mine if Roche misses.  Still cheap for SMA despite what I think is a strategic error here.", "reply_text": null, "parent_text": "@A_May_MD https://t.co/RiR3P29ptO", "quoted_text": null, "parent_author": "plainyogurt21", "ret_m1d": 0.007572898106453341, "ret_signed_m1d": 0.007572898106453341, "alpha_spy_m1d": 0.005218895538847024, "alpha_c_m1d": 0.002746366518954435, "bench_spy_m1d": 0.002354002567606317, "bench_c_m1d": 0.004826531587498906, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004316233466096886, "ret_signed_p1d": 0.004316233466096886, "alpha_spy_p1d": -0.005561252273490691, "alpha_c_p1d": 0.0028765196660207604, "bench_spy_p1d": 0.009877485739587577, "bench_c_p1d": 0.0014397138000761256, "ret_p1w": 0.022129884440116543, "ret_signed_p1w": 0.022129884440116543, "alpha_spy_p1w": -0.012584410427131987, "alpha_c_p1w": 0.0072780629889899195, "bench_spy_p1w": 0.03471429486724853, "bench_c_p1w": 0.014851821451126623, "ret_p1m": 0.10046706270617523, "ret_signed_p1m": 0.10046706270617523, "alpha_spy_p1m": 0.04227899359160481, "alpha_c_p1m": 0.08864623000532279, "bench_spy_p1m": 0.05818806911457042, "bench_c_p1m": 0.011820832700852435, "ret_p3m": 0.16316589364676481, "ret_signed_p3m": 0.16316589364676481, "alpha_spy_p3m": 0.043255999743547324, "alpha_c_p3m": 0.12285379011855246, "bench_spy_p3m": 0.11990989390321749, "bench_c_p3m": 0.04031210352821235, "ret_p6m": 0.4729403302801425, "ret_signed_p6m": 0.4729403302801425, "alpha_spy_p6m": 0.3314827303118768, "alpha_c_p6m": 0.30135694494282883, "bench_spy_p6m": 0.14145759996826568, "bench_c_p6m": 0.17158338533731365, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10046706270617523, "alpha_spy_stated": 0.04227899359160481, "alpha_c_stated": 0.08864623000532279, "price_path": [0.2981, 0.2899, 0.2949, 0.2423, 0.254, 0.2456, 0.2486, 0.2424, 0.2087, 0.2255, 0.1962, 0.1234, 0.1221, 0.0908, 0.1298, 0.0704, 0.0856, 0.1187, 0.0929, 0.076, 0.1032, 0.0999, 0.147, 0.1516, 0.1749, 0.1806, 0.1967, 0.1145, 0.173, 0.1558, 0.1864, 0.1824, 0.0941, 0.0988, 0.0729, 0.0339, 0.1276, 0.1248, 0.1193, 0.146, 0.1643, 0.1686, 0.2061, 0.1862, 0.1709, 0.1542, 0.1835, 0.1611, 0.1877, -0.0381, -0.0371, -0.0429, -0.0486, -0.0523, -0.0324, 0.0155, 0.0271, 0.0174, 0.0238, 0.0383, 0.0254, -0.0017, 0.0076, 0.0, 0.0043, 0.0246, 0.0207, 0.0221, 0.0221, 0.03, 0.0494, 0.0746, 0.0738, 0.0557, 0.0746, 0.0841, 0.0982, 0.1138, 0.1194, 0.075, 0.075, 0.079, 0.0643, 0.0703, 0.1005, 0.1229, 0.1077, 0.1047, 0.096, 0.095, 0.088, 0.0701, 0.0964, 0.1213, 0.1181, 0.0891, 0.0983, 0.1045, 0.0711, 0.0919, 0.1017, 0.1104, 0.1387, 0.1276, 0.1235, 0.1612, 0.1753, 0.1582, 0.1246, 0.1546, 0.1533, 0.1388, 0.141, 0.1355, 0.1078, 0.1145, 0.1266, 0.0972, 0.0935, 0.0921, 0.1164, 0.1003, 0.125, 0.1299, 0.1504, 0.1764, 0.1632, 0.1704, 0.1158, 0.1337, 0.0915, 0.108, 0.1018, 0.1048, 0.1788, 0.1789, 0.1789, 0.1504, 0.146, 0.1079, 0.1198, 0.1094, 0.0959, 0.1251, 0.1326, 0.1183, 0.1358, 0.1333, 0.1383, 0.1489, 0.1311, 0.1356, 0.15, 0.2859, 0.2829, 0.2851, 0.2807, 0.2619, 0.2339, 0.2657, 0.271, 0.2919, 0.2865, 0.3254, 0.3395, 0.3655, 0.3626, 0.3839, 0.4252, 0.3808, 0.4499, 0.4871, 0.498, 0.5489, 0.5436, 0.5349, 0.4757, 0.4597, 0.4237, 0.422, 0.4132, 0.3835, 0.3625, 0.4287, 0.4692, 0.4583, 0.4806, 0.4683, 0.4751, 0.4729]}
{"unit_id": "reply:1935527012535283929", "ticker_idx": 1, "ts": "2025-06-19T02:36:14+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still cheap for SMA despite what I think is a strategic error here", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long REGN on smarter strategic acceleration; SRRK still cheap on SMA silver-mine despite a strategic misstep.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Interesting and I think wrong decision.  New management clearly never would have even run this study had they been around before, because the data are as good as they could’ve hoped for at the outset.\n\nThey’re decelerating this, $REGN is accelerating this.  I think REGN is making the smarter move.\n\nFortunately for SRRK there sitting on a silver mine for SMA that will be a gold mine if Roche misses.  Still cheap for SMA despite what I think is a strategic error here.", "reply_text": null, "parent_text": "@A_May_MD https://t.co/RiR3P29ptO", "quoted_text": null, "parent_author": "plainyogurt21", "ret_m1d": 0.06697998583944975, "ret_signed_m1d": 0.06697998583944975, "alpha_spy_m1d": 0.06462598327184343, "alpha_c_m1d": 0.062153454251950846, "bench_spy_m1d": 0.002354002567606317, "bench_c_m1d": 0.004826531587498906, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022326736656572588, "ret_signed_p1d": -0.022326736656572588, "alpha_spy_p1d": -0.032204222396160165, "alpha_c_p1d": -0.023766450456648713, "bench_spy_p1d": 0.009877485739587577, "bench_c_p1d": 0.0014397138000761256, "ret_p1w": 0.05199766187304311, "ret_signed_p1w": 0.05199766187304311, "alpha_spy_p1w": 0.01728336700579458, "alpha_c_p1w": 0.03714584042191649, "bench_spy_p1w": 0.03471429486724853, "bench_c_p1w": 0.014851821451126623, "ret_p1m": 0.17450054250731384, "ret_signed_p1m": 0.17450054250731384, "alpha_spy_p1m": 0.11631247339274342, "alpha_c_p1m": 0.1626797098064614, "bench_spy_p1m": 0.05818806911457042, "bench_c_p1m": 0.011820832700852435, "ret_p3m": -0.09400707041343737, "ret_signed_p3m": -0.09400707041343737, "alpha_spy_p3m": -0.21391696431665486, "alpha_c_p3m": -0.13431917394164972, "bench_spy_p3m": 0.11990989390321749, "bench_c_p3m": 0.04031210352821235, "ret_p6m": 0.2611633122957193, "ret_signed_p6m": 0.2611633122957193, "alpha_spy_p6m": 0.11970571232745364, "alpha_c_p6m": 0.08957992695840566, "bench_spy_p6m": 0.14145759996826568, "bench_c_p6m": 0.17158338533731365, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17450054250731384, "alpha_spy_stated": 0.11631247339274342, "alpha_c_stated": 0.1626797098064614, "price_path": [-0.0118, -0.0291, -0.0068, -0.0223, -0.0552, -0.02, -0.0353, -0.0555, -0.1169, -0.0441, -0.0981, -0.2098, -0.235, -0.2811, -0.2051, -0.2271, -0.1774, -0.1501, -0.1122, -0.1257, -0.0967, -0.1243, -0.0705, -0.0447, 0.01, -0.0361, -0.0696, -0.0373, -0.0332, -0.0376, -0.0332, -0.0432, -0.139, -0.1275, -0.0896, -0.099, -0.0464, -0.0776, -0.1028, -0.0943, -0.1025, -0.114, -0.0734, -0.0975, -0.1052, -0.1187, -0.1049, -0.1522, -0.1234, -0.1478, -0.1257, -0.0911, -0.0946, 0.0062, 0.0056, 0.0009, 0.0112, -0.0303, -0.0212, -0.0467, -0.0561, -0.0849, 0.067, 0.0, -0.0223, -0.0185, 0.052, 0.0423, 0.052, 0.0405, -0.0082, 0.0444, 0.0573, 0.0423, 0.0059, 0.0867, 0.1197, 0.0999, 0.1337, 0.1387, 0.2089, 0.2591, 0.1962, 0.208, 0.1745, 0.1666, 0.1489, 0.1442, 0.0896, 0.0949, 0.1113, 0.0884, 0.0682, 0.0867, 0.0864, 0.0169, -0.0777, -0.0613, -0.0758, -0.0541, -0.0605, -0.0514, -0.0773, -0.074, -0.1152, 0.0106, 0.0162, 0.0426, -0.0209, -0.0076, 0.0126, -0.0223, -0.0408, -0.027, 0.01, -0.047, -0.0773, -0.0723, -0.0723, -0.0823, -0.0646, -0.0696, -0.0109, -0.0499, -0.0614, -0.0458, -0.094, -0.0429, -0.0085, -0.0094, 0.0132, 0.1384, 0.1269, 0.094, 0.0188, 0.0338, 0.1008, 0.1692, 0.1604, 0.1366, 0.2042, 0.1592, 0.0069, -0.0629, -0.0482, -0.1351, -0.1792, -0.1798, -0.1724, -0.1622, -0.158, -0.1281, -0.104, -0.1222, -0.1401, -0.1372, -0.1298, -0.1545, -0.176, -0.1777, -0.1539, -0.1495, -0.1372, -0.0955, -0.0946, -0.1166, 0.099, 0.0714, 0.1694, 0.166, 0.1169, 0.1813, 0.2277, 0.2183, 0.2676, 0.2944, 0.2335, 0.2068, 0.2782, 0.3278, 0.3226, 0.3293, 0.3111, 0.3234, 0.3757, 0.3769, 0.329, 0.302, 0.2929, 0.2612]}
{"unit_id": "reply:1950236675319238952", "ticker_idx": 0, "ts": "2025-07-29T16:47:11+00:00", "symbol": "Abivax", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Abivax succeeded in P2b 4 years ago and just exceeded those results in phase 3. Cleared for takeoff 🫡", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Abivax: P2b success confirmed and exceeded in Phase 3, implying stock upside ahead.", "resolved_tickers": ["ABVX"], "resolution_method": "exchange_ticker", "resolution_reason": "Abivax SA listed on Nasdaq as ABVX; UC Phase 3 context matches", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@willkyi Abivax succeeded in P2b 4 years ago and just exceeded those results in phase 3.  Cleared for takeoff 🫡", "reply_text": null, "parent_text": "@A_May_MD The AMTI rise and fall in 2019-2022 is a good case study on UC hype.\n\nLiterally 8-9x ipo price at peak and a 99% subsequent fall from a failed phase 2b is sorta indicative of what large pharma expects from this indication", "quoted_text": null, "parent_author": "willkyi", "ret_m1d": -0.04627511770362669, "ret_signed_m1d": -0.04627511770362669, "alpha_spy_m1d": -0.04891965790791386, "alpha_c_m1d": -0.05267241202193884, "bench_spy_m1d": 0.0026445402042871713, "bench_c_m1d": 0.006397294318312152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014828022743027303, "ret_signed_p1d": 0.014828022743027303, "alpha_spy_p1d": 0.016087392364611208, "alpha_c_p1d": 0.016613359638985692, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.0017853368959583893, "ret_p1w": 0.01590258684556911, "ret_signed_p1w": 0.01590258684556911, "alpha_spy_p1w": 0.027378257376834858, "alpha_c_p1w": 0.030259445876048452, "bench_spy_p1w": -0.011475670531265747, "bench_c_p1w": -0.01435685903047934, "ret_p1m": 0.13796557066447646, "ret_signed_p1m": 0.13796557066447646, "alpha_spy_p1m": 0.12006734820777121, "alpha_c_p1m": 0.11907103305718891, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.018894537607287543, "ret_p3m": 0.3587391431425191, "ret_signed_p3m": 0.3587391431425191, "alpha_spy_p3m": 0.2770720734918213, "alpha_c_p3m": 0.2649403689044465, "bench_spy_p3m": 0.08166706965069781, "bench_c_p3m": 0.09379877423807259, "ret_p6m": 0.6329512660968741, "ret_signed_p6m": 0.6329512660968741, "alpha_spy_p6m": 0.5319712717525744, "alpha_c_p6m": 0.47490761451203256, "bench_spy_p6m": 0.10097999434429972, "bench_c_p6m": 0.15804365158484157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13796557066447646, "alpha_spy_stated": 0.12006734820777121, "alpha_c_stated": 0.11907103305718891, "price_path": [-0.896, -0.898, -0.898, -0.901, -0.897, -0.898, -0.9033, -0.9051, -0.9019, -0.9039, -0.9083, -0.9135, -0.9126, -0.9142, -0.9139, -0.9158, -0.9169, -0.9166, -0.9133, -0.9188, -0.9185, -0.9186, -0.9138, -0.9138, -0.909, -0.8891, -0.8845, -0.8832, -0.8827, -0.8883, -0.8872, -0.8937, -0.8994, -0.9, -0.9037, -0.9132, -0.9133, -0.9145, -0.9125, -0.9047, -0.899, -0.8971, -0.894, -0.8904, -0.8903, -0.8888, -0.886, -0.8861, -0.889, -0.8809, -0.8811, -0.8815, -0.8735, -0.8732, -0.8585, -0.8519, -0.8574, -0.8547, -0.8567, -0.0172, -0.0006, -0.0474, -0.0463, 0.0, 0.0148, 0.0282, 0.0307, 0.0325, 0.0159, -0.0102, 0.0032, 0.0047, -0.0115, 0.0302, 0.0013, -0.0034, 0.0092, 0.003, -0.012, 0.0299, 0.0663, 0.1072, 0.1097, 0.1418, 0.138, 0.1696, 0.1609, 0.1746, 0.1984, 0.2256, 0.2612, 0.2894, 0.2787, 0.2554, 0.2315, 0.2036, 0.2302, 0.1788, 0.1605, 0.1936, 0.1791, 0.1778, 0.1751, 0.1827, 0.1748, 0.1868, 0.1938, 0.2163, 0.1805, 0.1872, 0.2023, 0.2417, 0.2466, 0.2394, 0.2981, 0.3434, 0.3701, 0.4014, 0.3698, 0.3311, 0.3285, 0.3107, 0.3133, 0.2996, 0.2961, 0.3003, 0.3587, 0.3502, 0.4175, 0.4941, 0.4673, 0.4162, 0.4132, 0.4271, 0.4885, 0.5082, 0.5203, 0.5625, 0.4818, 0.4456, 0.5815, 0.6278, 0.6308, 0.6182, 0.7607, 0.7066, 0.801, 0.8371, 0.8006, 0.7884, 0.7181, 0.6451, 0.5893, 0.5851, 0.6405, 0.6483, 0.7628, 0.8271, 0.9067, 0.7986, 0.6893, 0.59, 0.5877, 0.6277, 0.6467, 0.9874, 0.9821, 1.0818, 1.0388, 1.0115, 0.9819, 0.932, 0.9165, 0.7655, 0.7063, 0.812, 0.6546, 0.639, 0.6905, 0.714, 0.791, 0.6734, 0.6777, 0.7026, 0.7193, 0.7712, 0.7496, 0.7318, 0.7033, 0.633]}
{"unit_id": "reply:1909988557726380287", "ticker_idx": 0, "ts": "2025-04-09T15:15:32+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy more underperformers such as $NKTR", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Rotating out of relative outperformer FATE into more NKTR; overall net long position increasing.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stockblues Not selling anything except for (relative) over performers such as $FATE in order to buy more underperformers such as $NKTR\n\nI have never been more net long.", "reply_text": null, "parent_text": "@A_May_MD You bailing on anything at this point or just holding still?  Beat down city.  I expected nktr to run into data.  Seems so low it can’t get worse but I am proven wrong every day haha.  Brutal conditions out there.", "quoted_text": null, "parent_author": "stockblues", "ret_m1d": -0.03921571071829566, "ret_signed_m1d": -0.03921571071829566, "alpha_spy_m1d": 0.05582268160669157, "alpha_c_m1d": 0.0024389611602649852, "bench_spy_m1d": -0.09503839232498723, "bench_c_m1d": -0.041654671878560645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019607855359147774, "ret_signed_p1d": -0.019607855359147774, "alpha_spy_p1d": 0.024211099340266662, "alpha_c_p1d": 0.008282097627252294, "bench_spy_p1d": -0.043818954699414436, "bench_c_p1d": -0.02788995298640007, "ret_p1w": 0.19607836659651645, "ret_signed_p1w": 0.19607836659651645, "alpha_spy_p1w": 0.2379288833171268, "alpha_c_p1w": 0.21387893061645014, "bench_spy_p1w": -0.04185051672061035, "bench_c_p1w": -0.017800564019933685, "ret_p1m": 0.15686278054152858, "ret_signed_p1m": 0.15686278054152858, "alpha_spy_p1m": 0.12820896625859768, "alpha_c_p1m": 0.20067964822069717, "bench_spy_p1m": 0.0286538142829309, "bench_c_p1m": -0.04381686767916859, "ret_p3m": 2.269281034914889, "ret_signed_p3m": 2.269281034914889, "alpha_spy_p3m": 2.129214059737763, "alpha_c_p3m": 2.2903579109482504, "bench_spy_p3m": 0.14006697517712619, "bench_c_p3m": -0.02107687603336128, "ret_p6m": 6.2732024439244185, "ret_signed_p6m": 6.2732024439244185, "alpha_spy_p6m": 6.042823674173335, "alpha_c_p6m": 6.224334669842205, "bench_spy_p6m": 0.23037876975108307, "bench_c_p6m": 0.0488677740822141, "ret_p1y": 9.51633933925829, "ret_signed_p1y": 9.51633933925829, "alpha_spy_p1y": 9.251410692314586, "alpha_c_p1y": 9.430947715209497, "bench_spy_p1y": 0.2649286469437033, "bench_c_p1y": 0.08539162404879286, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15686278054152858, "alpha_spy_stated": 0.12820896625859768, "alpha_c_stated": 0.20067964822069717, "price_path": [1.3333, 1.2353, 1.0196, 0.8824, 0.7647, 0.7843, 0.7451, 0.7451, 0.7647, 0.8039, 0.7451, 0.7255, 0.7255, 0.6471, 0.6471, 0.6667, 0.6275, 0.5882, 0.5294, 0.4902, 0.3725, 0.3333, 0.3725, 0.2941, 0.4314, 0.7451, 0.9216, 1.0784, 0.9608, 0.8824, 0.8235, 0.6667, 0.7059, 0.5294, 0.5686, 0.6471, 0.5686, 0.6471, 0.6863, 0.6863, 0.7255, 0.6078, 0.6078, 0.6078, 0.6078, 0.7647, 0.7843, 0.7255, 0.7647, 0.7059, 0.6863, 0.6863, 0.6471, 0.5686, 0.4902, 0.451, 0.3333, 0.2549, 0.2941, 0.1765, 0.0784, -0.0392, -0.0392, 0.0, -0.0196, 0.2157, 0.1765, 0.2549, 0.1961, 0.2549, 0.2353, 0.2941, 0.3529, 0.451, 0.5294, 0.4902, 0.451, 0.5686, 0.5294, 0.4706, 0.3529, 0.2549, 0.1961, 0.2157, 0.1569, 0.3922, 0.3922, 0.4118, 0.3333, 0.3529, 0.3725, 0.3529, 0.2353, 0.2941, 0.2745, 0.3137, 0.3725, 0.451, 0.4118, 0.5686, 0.4706, 0.4706, 0.3137, 0.3137, 0.149, 0.4837, 0.2484, 0.1451, 0.1229, 0.2092, 0.1412, 0.1255, 0.1124, 0.2471, 2.1961, 2.8065, 2.8797, 2.3673, 2.3778, 2.2144, 2.3373, 2.2366, 2.068, 1.9712, 2.0536, 2.281, 2.2693, 2.1908, 2.1111, 2.1556, 2.4863, 2.2601, 2.2405, 2.2, 2.268, 2.2131, 2.268, 2.0915, 1.9948, 1.885, 1.834, 2.0013, 2.0418, 1.949, 1.9346, 1.8431, 2.0144, 1.9373, 2.085, 2.3621, 2.4889, 2.5634, 2.5856, 2.4928, 2.5229, 2.6601, 2.5333, 2.5477, 2.7621, 2.8275, 2.8353, 2.9033, 2.8026, 2.732, 3.7033, 4.2523, 4.7948, 5.349, 5.298, 5.1699, 5.3634, 5.4065, 5.5216, 5.6758, 6.681, 6.2078, 6.698, 6.7908, 6.8863, 6.2706, 6.6471, 6.702, 6.4379, 6.6928, 6.9085, 6.915, 6.834, 6.5817, 6.3935, 6.2732]}
{"unit_id": "reply:1949943465053213096", "ticker_idx": 0, "ts": "2025-07-28T21:22:04+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wall Street seems to be behind on understanding the huge unmet need here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR: Wall Street underestimates the unmet clinical need for rezpeg in eczema patients who can't tolerate Dupixent.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Amy11621 I see this often as a dermatologist and would use $NKTR rezpeg is many of these cases.  For some reason Wall Street seems to be behind on understanding the huge unmet need here.", "reply_text": null, "parent_text": "@A_May_MD Dupixent worked great on my eczema but made my eyes ache and gave me blurry vision to the degree I struggled to work. I had to stop. I found NKTR while searching for alternatives and invested after seeing the data. Lots of us need this! Fingers crossed on both angles!", "quoted_text": null, "parent_author": "Amy11621", "ret_m1d": 0.0323002957680838, "ret_signed_m1d": 0.0323002957680838, "alpha_spy_m1d": 0.029655755563796626, "alpha_c_m1d": 0.025903001449771645, "bench_spy_m1d": 0.0026445402042871713, "bench_c_m1d": 0.006397294318312152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03666521860246874, "ret_signed_p1d": -0.03666521860246874, "alpha_spy_p1d": -0.035405848980884835, "alpha_c_p1d": -0.03487988170651035, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.0017853368959583893, "ret_p1w": -0.015277188293358335, "ret_signed_p1w": -0.015277188293358335, "alpha_spy_p1w": -0.0038015177620925877, "alpha_c_p1w": -0.0009203292628789939, "bench_spy_p1w": -0.011475670531265747, "bench_c_p1w": -0.01435685903047934, "ret_p1m": 0.2780445605263917, "ret_signed_p1m": 0.2780445605263917, "alpha_spy_p1m": 0.26014633806968646, "alpha_c_p1m": 0.25915002291910416, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.018894537607287543, "ret_p3m": 1.7311217857512147, "ret_signed_p3m": 1.7311217857512147, "alpha_spy_p3m": 1.6494547161005169, "alpha_c_p3m": 1.637323011513142, "bench_spy_p3m": 0.08166706965069781, "bench_c_p3m": 0.09379877423807259, "ret_p6m": 0.5674378038666146, "ret_signed_p6m": 0.5674378038666146, "alpha_spy_p6m": 0.46645780952231486, "alpha_c_p6m": 0.409394152281773, "bench_spy_p6m": 0.10097999434429972, "bench_c_p6m": 0.15804365158484157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2780445605263917, "alpha_spy_stated": 0.26014633806968646, "alpha_c_stated": 0.25915002291910416, "price_path": [-0.5024, -0.5155, -0.4762, -0.4893, -0.5089, -0.5482, -0.581, -0.6006, -0.5941, -0.6137, -0.5351, -0.5351, -0.5286, -0.5548, -0.5482, -0.5417, -0.5482, -0.5875, -0.5679, -0.5744, -0.5613, -0.5417, -0.5155, -0.5286, -0.4762, -0.5089, -0.5089, -0.5613, -0.5613, -0.6163, -0.5046, -0.5832, -0.6176, -0.6251, -0.5962, -0.6189, -0.6242, -0.6285, -0.5836, 0.0672, 0.2711, 0.2955, 0.1244, 0.1279, 0.0733, 0.1144, 0.0808, 0.0244, -0.0079, 0.0196, 0.0956, 0.0917, 0.0655, 0.0388, 0.0537, 0.1641, 0.0886, 0.0821, 0.0685, 0.0912, 0.0729, 0.0912, 0.0323, 0.0, -0.0367, -0.0537, 0.0022, 0.0157, -0.0153, -0.0201, -0.0506, 0.0065, -0.0192, 0.0301, 0.1227, 0.165, 0.1899, 0.1973, 0.1663, 0.1763, 0.2222, 0.1798, 0.1846, 0.2562, 0.278, 0.2807, 0.3034, 0.2698, 0.2462, 0.5705, 0.7538, 0.935, 1.12, 1.103, 1.0602, 1.1248, 1.1392, 1.1777, 1.2292, 1.5648, 1.4068, 1.5705, 1.6015, 1.6333, 1.4278, 1.5535, 1.5718, 1.4836, 1.5687, 1.6408, 1.643, 1.6159, 1.5316, 1.4688, 1.4286, 1.3719, 1.5055, 1.4915, 1.4832, 1.399, 1.5216, 1.7495, 1.5919, 1.6966, 1.7778, 1.6233, 1.7311, 1.6591, 1.6028, 1.7412, 1.8341, 1.6155, 1.4452, 1.3684, 1.4059, 1.443, 1.5303, 1.5866, 1.5172, 1.3549, 1.474, 1.6006, 1.5827, 1.6342, 1.4055, 1.3693, 1.5596, 1.6342, 1.8673, 1.8464, 1.6674, 1.3942, 1.4937, 1.5181, 1.4836, 1.5002, 1.5657, 1.5203, 1.2313, 1.3876, 1.3265, 1.1458, 0.983, 0.9206, 1.0445, 0.8979, 0.9406, 0.9179, 0.9419, 0.8651, 0.8289, 0.8455, 0.8952, 0.9411, 0.8756, 0.8992, 0.8088, 0.7333, 0.6923, 0.5967, 0.5753, 0.5434, 0.6447, 0.5814, 0.6115, 0.5945, 0.6198, 0.6229, 0.66, 0.5674]}
{"unit_id": "reply:1953197808196173990", "ticker_idx": 0, "ts": "2025-08-06T20:53:40+00:00", "symbol": "Uplizna", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Will beat expectations in MG too 🫡", "tweet_type": "prediction", "timeline": "months", "summary": "Expects Uplizna's MG launch to beat expectations at Dec 2025 PDUFA, bullish on the drug/company.", "resolved_tickers": ["AMGN"], "resolution_method": "exchange_ticker", "resolution_reason": "Uplizna now owned by Amgen (AMGN) after Horizon Therapeutics acquisition", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@drug_smolecules Will beat expectations in MG too 🫡", "reply_text": null, "parent_text": "Uplizna shaping up to be a decent drug; $176M in 2Q25 vs $91M 1Q25\n\nApproved for IgG4-RD only in April\n\nMG PDUFA in Dec'25 https://t.co/38zLrG9MNB", "quoted_text": null, "parent_author": "drug_smolecules", "ret_m1d": -0.00010533497349674015, "ret_signed_m1d": -0.00010533497349674015, "alpha_spy_m1d": -0.000943673628151176, "alpha_c_m1d": -0.000943673628151176, "bench_spy_m1d": 0.0008383386546544358, "bench_c_m1d": 0.0008383386546544358, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012398942189538742, "ret_signed_p1d": 0.012398942189538742, "alpha_spy_p1d": 0.00460138735858906, "alpha_c_p1d": 0.00460138735858906, "bench_spy_p1d": 0.007797554830949682, "bench_c_p1d": 0.007797554830949682, "ret_p1w": 0.019634704053442142, "ret_signed_p1w": 0.019634704053442142, "alpha_spy_p1w": -0.000452335195818776, "alpha_c_p1w": -0.000452335195818776, "bench_spy_p1w": 0.02008703924926092, "bench_c_p1w": 0.02008703924926092, "ret_p1m": -0.007857503201178395, "ret_signed_p1m": -0.007857503201178395, "alpha_spy_p1m": -0.03408132976375666, "alpha_c_p1m": -0.03408132976375666, "bench_spy_p1m": 0.026223826562578267, "bench_c_p1m": 0.026223826562578267, "ret_p3m": 0.13261253589973787, "ret_signed_p3m": 0.13261253589973787, "alpha_spy_p3m": 0.05794495537984301, "alpha_c_p3m": 0.05794495537984301, "bench_spy_p3m": 0.07466758051989486, "bench_c_p3m": 0.07466758051989486, "ret_p6m": 0.3705693200737874, "ret_signed_p6m": 0.3705693200737874, "alpha_spy_p6m": 0.2719831734809668, "alpha_c_p6m": 0.2719831734809668, "bench_spy_p6m": 0.09858614659282061, "bench_c_p6m": 0.09858614659282061, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007857503201178395, "alpha_spy_stated": -0.03408132976375666, "alpha_c_stated": -0.03408132976375666, "price_path": [-0.0396, -0.0528, -0.0744, -0.0434, -0.0584, -0.0868, -0.0541, -0.0432, -0.0311, -0.034, -0.0469, -0.045, -0.0458, -0.0184, -0.0221, -0.0041, 0.0122, 0.0132, 0.0171, 0.0081, 0.0084, 0.0198, 0.0185, 0.0307, 0.025, 0.0442, 0.037, 0.0381, 0.0188, 0.0173, 0.0163, -0.0431, -0.0253, -0.0153, -0.0196, -0.0266, -0.0193, 0.0204, 0.0427, 0.0476, 0.029, 0.0432, 0.0415, 0.055, 0.0371, 0.0433, 0.0274, 0.0503, 0.0476, 0.0353, 0.0392, 0.0737, 0.0861, 0.0838, 0.0769, 0.0583, 0.0662, 0.0586, 0.0365, 0.0428, 0.0606, 0.054, -0.0001, 0.0, 0.0124, 0.0014, 0.001, 0.0163, 0.0196, 0.0413, 0.0278, 0.0381, 0.0413, 0.0388, 0.0401, 0.0215, 0.0254, 0.0197, 0.0113, 0.0188, 0.016, 0.0051, -0.0082, 0.0044, -0.0079, -0.0086, -0.0138, 0.0011, -0.0213, -0.0284, -0.033, -0.0273, -0.0233, 0.0106, 0.0127, 0.0156, -0.0113, -0.0398, -0.0334, -0.0299, -0.0007, 0.057, 0.0531, 0.0548, 0.0415, 0.0465, 0.0432, 0.0461, 0.0273, 0.0354, 0.0405, 0.0528, 0.0475, 0.0581, 0.0741, 0.0663, 0.0481, 0.0371, 0.0331, 0.031, 0.0343, 0.0331, 0.034, 0.0567, 0.0492, 0.0506, 0.1326, 0.1175, 0.1338, 0.1461, 0.1984, 0.1908, 0.1898, 0.1924, 0.21, 0.2181, 0.2124, 0.19, 0.2037, 0.1922, 0.2165, 0.2288, 0.232, 0.2036, 0.2067, 0.2318, 0.2131, 0.1765, 0.1456, 0.1193, 0.1247, 0.1318, 0.1331, 0.1601, 0.1652, 0.1626, 0.157, 0.1675, 0.1818, 0.1822, 0.191, 0.1873, 0.1755, 0.1722, 0.1673, 0.1684, 0.1438, 0.1775, 0.2184, 0.1772, 0.1629, 0.1609, 0.1565, 0.1732, 0.177, 0.1783, 0.1804, 0.2254, 0.2377, 0.2295, 0.2471, 0.2529, 0.2204, 0.223, 0.2192, 0.2292, 0.2075, 0.3059, 0.3117, 0.3706]}
{"unit_id": "reply:1906799705147007315", "ticker_idx": 0, "ts": "2025-03-31T20:04:10+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the stock traded at a new 52W low today and I bought it", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought VKTX at new 52W low; currently long on valuation after being bearish on drug superiority claims.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "My point all along has been that people saying the $VKTX drug is superior to Tirzepatide are demonstrably wrong.  I stand by that *despite* currently being long. \n\nI’ve also said that the oral data would be a “sell the news” event because the oral API won’t scale.  I was right.\n\nI also said that a manufacturing deal would be a sell the news/non event.  I was right. \n\nNow the stock traded at a new 52W low today and I bought it. \n\nSo what’s your problem?  Are you just upset that I’ve been playing the stock right all along? \n\nStocks trade on valuations don’t they?  We aren’t collecting stocks for fun here.  Pretty sure it’s a part of intelligent investing to buy low and sell high.  That’s not a revelation to you is it?  \n\nGrow up and quit whining. \n\nYou people are mad when I’m bearish $VKTX and somehow still butthurt when I’m bullish.  Ridiculous.", "reply_text": null, "parent_text": "This guy all long didn’t like the data and took every opportunity to focus on SE profile of 2735.  Now all of a sudden claims to be long based on valuation ? If he stated his thesis on valuation concerns earlier that’s one thing but data hasn’t changed &amp; co inking a manufacturing", "quoted_text": null, "parent_author": "Bios_n_Techs", "ret_m1d": 0.010037631645746004, "ret_signed_m1d": 0.010037631645746004, "alpha_spy_m1d": 0.012854119691366739, "alpha_c_m1d": -0.008589393582081994, "bench_spy_m1d": -0.0028164880456207353, "bench_c_m1d": 0.018627025227827998, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07402762313088207, "ret_signed_p1d": 0.07402762313088207, "alpha_spy_p1d": 0.067699103472453, "alpha_c_p1d": 0.06733028035461186, "bench_spy_p1d": 0.006328519658429066, "bench_c_p1d": 0.00669734277627021, "ret_p1w": -0.16436638771460066, "ret_signed_p1w": -0.16436638771460066, "alpha_spy_p1w": -0.049404974163527515, "alpha_c_p1w": -0.09209062604517537, "bench_spy_p1w": -0.11496141355107314, "bench_c_p1w": -0.07227576166942529, "ret_p1m": 0.19677958819457286, "ret_signed_p1m": 0.19677958819457286, "alpha_spy_p1m": 0.20123596584030579, "alpha_c_p1m": 0.2435216492668152, "bench_spy_p1m": -0.004456377645732923, "bench_c_p1m": -0.046742061072242325, "ret_p3m": 0.15934753200572516, "ret_signed_p3m": 0.15934753200572516, "alpha_spy_p3m": 0.0500470089688787, "alpha_c_p3m": 0.2105113648811705, "bench_spy_p3m": 0.10930052303684645, "bench_c_p3m": -0.05116383287544535, "ret_p6m": 0.14470936904651555, "ret_signed_p6m": 0.14470936904651555, "alpha_spy_p6m": -0.05372367192093441, "alpha_c_p6m": 0.1344250927847015, "bench_spy_p6m": 0.19843304096744996, "bench_c_p6m": 0.010284276261814052, "ret_p1y": 0.4554579447572482, "ret_signed_p1y": 0.4554579447572482, "alpha_spy_p1y": 0.2729557642877454, "alpha_c_p1y": 0.41298379819929587, "bench_spy_p1y": 0.18250218046950284, "bench_c_p1y": 0.04247414655795234, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19677958819457286, "alpha_spy_stated": 0.20123596584030579, "alpha_c_stated": 0.2435216492668152, "price_path": [0.7215, 0.6633, 0.683, 0.7198, 0.7938, 0.7788, 0.7424, 0.698, 0.6441, 0.6261, 0.4191, 0.458, 0.3618, 0.3655, 0.3747, 0.4241, 0.4613, 0.4429, 0.3994, 0.4354, 0.3982, 0.409, 0.3697, 0.3183, 0.3538, 0.4011, 0.3158, 0.3618, 0.2618, 0.253, 0.2263, 0.2338, 0.2748, 0.2238, 0.3505, 0.3229, 0.4249, 0.2212, 0.1844, 0.1635, 0.1991, 0.2074, 0.0749, 0.1748, 0.1685, 0.1995, 0.2171, 0.1694, 0.1092, 0.2359, 0.2434, 0.2919, 0.2476, 0.2321, 0.2576, 0.1857, 0.2108, 0.2246, 0.1702, 0.1016, 0.0928, 0.0728, 0.01, 0.0, 0.074, 0.013, -0.054, -0.11, -0.1644, -0.0339, -0.1, -0.0707, 0.0276, -0.0335, -0.013, 0.0013, -0.0079, 0.0657, 0.0786, 0.0732, 0.0452, 0.0849, 0.1685, 0.2074, 0.1968, 0.2279, 0.2334, 0.1297, 0.1527, 0.1648, 0.1522, 0.1836, 0.16, 0.1113, 0.146, 0.189, 0.1501, 0.1991, 0.1397, 0.1598, 0.1284, 0.1368, 0.1347, 0.1777, 0.1209, 0.0924, 0.1129, 0.1292, 0.1309, 0.1639, 0.1531, 0.2187, 0.2108, 0.1953, 0.0908, 0.1276, 0.1054, 0.0991, 0.0878, 0.0397, 0.1271, 0.133, 0.1782, 0.1092, 0.1083, 0.1154, 0.1593, 0.179, 0.1506, 0.2627, 0.2714, 0.3087, 0.3011, 0.3229, 0.284, 0.3229, 0.3413, 0.3388, 0.3358, 0.3425, 0.3969, 0.4011, 0.4396, 0.3885, 0.3764, 0.4099, 0.3622, 0.3668, 0.4212, 0.4233, 0.3333, 0.4872, 0.5847, 0.5972, 0.6671, 0.7261, 0.683, 0.6742, 0.7604, 0.0188, 0.0744, 0.0732, 0.0874, 0.0811, 0.0891, 0.1133, 0.1535, 0.1313, 0.1497, 0.1221, 0.1096, 0.1284, 0.0657, 0.0569, 0.082, 0.0765, 0.0376, 0.0073, -0.0092, -0.0343, 0.0891, 0.0623, 0.0979, 0.0443, 0.1138, 0.0494, 0.0694, 0.0795, 0.0991, 0.1447]}
{"unit_id": "reply:1925590100282355878", "ticker_idx": 0, "ts": "2025-05-22T16:30:30+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They just aren't going to be able to compete with $LLY with how much better TZP is", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LLY; Novo Nordisk can't compete given tirzepatide's clinical superiority.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DrNadolsky @novonordisk @EliLillyandCo Autoinjector delivering a peptide at that price point…not gonna make enough money.  They just aren’t going to be able to compete with $LLY with how much better TZP is.", "reply_text": null, "parent_text": "Hey @novonordisk some free marketing advice on how you compete with @EliLillyandCo\n\nMake Wegovy $199 a month with a clickable pen (like Ozempic). \n\nThat’s it.\n\nAnything else I don’t think you can compete.", "quoted_text": null, "parent_author": "DrNadolsky", "ret_m1d": 0.013632558284639718, "ret_signed_m1d": 0.013632558284639718, "alpha_spy_m1d": 0.014027004532422005, "alpha_c_m1d": 0.014027004532422005, "bench_spy_m1d": -0.00039444624778228743, "bench_c_m1d": -0.00039444624778228743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002083274784201894, "ret_signed_p1d": -0.002083274784201894, "alpha_spy_p1d": 0.004742364901251683, "alpha_c_p1d": 0.004742364901251683, "bench_spy_p1d": -0.006825639685453577, "bench_c_p1d": -0.006825639685453577, "ret_p1w": 0.031417743261650255, "ret_signed_p1w": 0.031417743261650255, "alpha_spy_p1w": 0.02061324912197926, "alpha_c_p1w": 0.02061324912197926, "bench_spy_p1w": 0.010804494139670995, "bench_c_p1w": 0.010804494139670995, "ret_p1m": 0.08791952440143014, "ret_signed_p1m": 0.08791952440143014, "alpha_spy_p1m": 0.04421475276946074, "alpha_c_p1m": 0.04421475276946074, "bench_spy_p1m": 0.0437047716319694, "bench_c_p1m": 0.0437047716319694, "ret_p3m": -0.002736102971528487, "ret_signed_p3m": -0.002736102971528487, "alpha_spy_p3m": -0.11271527459619479, "alpha_c_p3m": -0.11271527459619479, "bench_spy_p3m": 0.1099791716246663, "bench_c_p3m": 0.1099791716246663, "ret_p6m": 0.4640897657665184, "ret_signed_p6m": 0.4640897657665184, "alpha_spy_p6m": 0.33857985694983794, "alpha_c_p6m": 0.33857985694983794, "bench_spy_p6m": 0.12550990881668045, "bench_c_p6m": 0.12550990881668045, "ret_p1y": 0.4992617008236928, "ret_signed_p1y": 0.4992617008236928, "alpha_spy_p1y": 0.19724229738012178, "alpha_c_p1y": 0.19724229738012178, "bench_spy_p1y": 0.30201940344357103, "bench_c_p1y": 0.30201940344357103, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08791952440143014, "alpha_spy_stated": 0.04421475276946074, "alpha_c_stated": 0.04421475276946074, "price_path": [0.2191, 0.2299, 0.2583, 0.2768, 0.263, 0.2846, 0.2973, 0.2712, 0.2973, 0.2736, 0.2134, 0.1578, 0.1499, 0.1468, 0.1186, 0.1351, 0.1508, 0.1477, 0.1679, 0.1757, 0.1687, 0.2068, 0.1893, 0.1536, 0.1465, 0.1477, 0.1524, 0.1236, 0.1417, 0.1011, 0.0301, 0.0099, 0.0134, 0.0517, 0.0059, 0.022, 0.0526, 0.0565, 0.0254, 0.172, 0.1414, 0.1547, 0.1573, 0.1996, 0.2342, 0.2241, 0.2352, 0.2544, 0.108, 0.1492, 0.1462, 0.0816, 0.0838, 0.0485, 0.025, 0.0543, 0.041, -0.0015, 0.0232, 0.059, 0.0558, 0.0445, 0.0136, 0.0, -0.0021, 0.014, 0.0059, 0.0103, 0.0314, 0.0446, 0.0497, 0.0708, 0.0706, 0.0765, 0.0818, 0.1286, 0.1306, 0.1354, 0.1456, 0.1292, 0.1063, 0.0976, 0.0665, 0.0775, 0.0879, 0.1078, 0.1117, 0.0842, 0.0899, 0.0849, 0.0896, 0.0915, 0.0806, 0.0873, 0.1003, 0.1055, 0.1088, 0.1176, 0.0791, 0.1043, 0.0647, 0.079, 0.0657, 0.0856, 0.117, 0.1262, 0.1363, 0.1299, 0.0668, 0.0628, 0.0348, 0.0659, 0.0752, 0.071, 0.0436, -0.1039, -0.1252, -0.1118, -0.1059, -0.0765, -0.043, -0.0174, -0.0218, -0.0146, -0.0115, -0.0053, -0.0027, -0.0256, 0.0314, 0.0288, 0.0257, 0.0266, 0.0302, 0.0339, 0.041, 0.019, 0.035, 0.0518, 0.0574, 0.0598, 0.0585, 0.0484, 0.0716, 0.0652, 0.0691, 0.0537, 0.0579, 0.0467, 0.0395, 0.0013, 0.0153, 0.018, 0.0692, 0.1566, 0.1488, 0.1769, 0.1842, 0.1822, 0.1851, 0.1986, 0.168, 0.1482, 0.1383, 0.1583, 0.1482, 0.125, 0.1336, 0.1204, 0.1384, 0.1505, 0.1567, 0.158, 0.1492, 0.14, 0.1834, 0.2091, 0.2563, 0.2708, 0.2973, 0.3136, 0.2953, 0.3545, 0.3853, 0.4262, 0.4333, 0.4388, 0.4338, 0.4455, 0.4729, 0.4641]}
{"unit_id": "reply:1950875903246086637", "ticker_idx": 0, "ts": "2025-07-31T11:07:15+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "16% lower rate of death on $LLY Mounjaro. I know which one I'd take", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LLY on Mounjaro's 16% lower death rate vs Trulicity, implying strong clinical differentiation.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@db67583765 @DueDoctor 16% lower rate of death on $LLY Mounjaro.  I know which one I’d take 🤷🏻‍♂️", "reply_text": null, "parent_text": "@A_May_MD @DueDoctor Not really impressive though, 15mg Mounjaro vs 1.5mg Trulicity (4.5kg max dose) -didn’t show MACE superiority.", "quoted_text": null, "parent_author": "db67583765", "ret_m1d": 0.027037985869759806, "ret_signed_m1d": 0.027037985869759806, "alpha_spy_m1d": 0.02327269750145078, "alpha_c_m1d": 0.02327269750145078, "bench_spy_m1d": 0.0037652883683090277, "bench_c_m1d": 0.0037652883683090277, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030078234172623564, "ret_signed_p1d": 0.030078234172623564, "alpha_spy_p1d": 0.046468651793931004, "alpha_c_p1d": 0.046468651793931004, "bench_spy_p1d": -0.01639041762130744, "bench_c_p1d": -0.01639041762130744, "ret_p1w": -0.1340549752972039, "ret_signed_p1w": -0.1340549752972039, "alpha_spy_p1w": -0.13432385472899144, "alpha_c_p1w": -0.13432385472899144, "bench_spy_p1w": 0.0002688794317875498, "bench_c_p1w": 0.0002688794317875498, "ret_p1m": -0.007946505583201535, "ret_signed_p1m": -0.007946505583201535, "alpha_spy_p1m": -0.028465989627589394, "alpha_c_p1m": -0.028465989627589394, "bench_spy_p1m": 0.02051948404438786, "bench_c_p1m": 0.02051948404438786, "ret_p3m": 0.10167535496902658, "ret_signed_p3m": 0.10167535496902658, "alpha_spy_p3m": 0.011155541903692612, "alpha_c_p3m": 0.011155541903692612, "bench_spy_p3m": 0.09051981306533396, "bench_c_p3m": 0.09051981306533396, "ret_p6m": 0.4065623018346556, "ret_signed_p6m": 0.4065623018346556, "alpha_spy_p6m": 0.30553275917084144, "alpha_c_p6m": 0.30553275917084144, "bench_spy_p6m": 0.10102954266381414, "bench_c_p6m": 0.10102954266381414, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007946505583201535, "alpha_spy_stated": -0.028465989627589394, "alpha_c_stated": -0.028465989627589394, "price_path": [0.2122, 0.0708, 0.1106, 0.1077, 0.0452, 0.0474, 0.0133, -0.0095, 0.0189, 0.006, -0.0351, -0.0112, 0.0234, 0.0203, 0.0094, -0.0204, -0.0336, -0.0356, -0.0201, -0.0279, -0.0236, -0.0032, 0.0095, 0.0145, 0.0348, 0.0346, 0.0403, 0.0455, 0.0907, 0.0926, 0.0972, 0.1071, 0.0912, 0.0691, 0.0608, 0.0306, 0.0413, 0.0514, 0.0706, 0.0744, 0.0478, 0.0533, 0.0484, 0.053, 0.0549, 0.0443, 0.0508, 0.0633, 0.0683, 0.0715, 0.0801, 0.0428, 0.0672, 0.029, 0.0428, 0.0299, 0.0491, 0.0795, 0.0883, 0.0981, 0.0919, 0.0309, 0.027, 0.0, 0.0301, 0.0391, 0.035, 0.0085, -0.1341, -0.1546, -0.1417, -0.136, -0.1075, -0.0752, -0.0504, -0.0547, -0.0477, -0.0447, -0.0388, -0.0362, -0.0584, -0.0033, -0.0058, -0.0088, -0.0079, -0.0044, -0.0008, 0.006, -0.0152, 0.0003, 0.0165, 0.0219, 0.0241, 0.0229, 0.0132, 0.0356, 0.0294, 0.0332, 0.0183, 0.0223, 0.0116, 0.0046, -0.0323, -0.0188, -0.0162, 0.0332, 0.1178, 0.1102, 0.1373, 0.1444, 0.1424, 0.1453, 0.1583, 0.1287, 0.1096, 0.1001, 0.1193, 0.1096, 0.0872, 0.0955, 0.0828, 0.1002, 0.1118, 0.1178, 0.1191, 0.1106, 0.1017, 0.1436, 0.1685, 0.2141, 0.2281, 0.2537, 0.2695, 0.2518, 0.309, 0.3388, 0.3783, 0.3852, 0.3905, 0.3856, 0.3969, 0.4234, 0.4149, 0.4371, 0.4513, 0.5053, 0.4977, 0.4585, 0.4347, 0.4187, 0.4017, 0.3758, 0.3702, 0.3529, 0.3321, 0.3476, 0.3689, 0.3935, 0.4405, 0.4298, 0.4129, 0.4333, 0.4531, 0.4599, 0.4533, 0.4606, 0.4616, 0.463, 0.4643, 0.4575, 0.4652, 0.4125, 0.443, 0.5028, 0.4717, 0.4424, 0.466, 0.4609, 0.4556, 0.4009, 0.4083, 0.4122, 0.4627, 0.4747, 0.4434, 0.4413, 0.4098, 0.3885, 0.3889, 0.4066]}
{"unit_id": "reply:1910028604160753996", "ticker_idx": 0, "ts": "2025-04-09T17:54:40+00:00", "symbol": "IONS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market is underestimating a ton for $IONS right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IONS: switch preference data for HAE program surprisingly strong and market is significantly underestimating the stock.", "resolved_tickers": ["IONS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ArtsStocks @Biohazard3737 The $IONS HAE switch preference data are surprisingly extremely strong.  Market is underestimating a ton for $IONS right now.", "reply_text": null, "parent_text": "@A_May_MD @Biohazard3737 $ions We think the market does not fully appreciate the potential for differentiation, given a far less-frequent dosing regimen for #donidalorsen vs. SOC,” the analyst writes. $ibb $xbi $tak $atxs $bcrx $kalv", "quoted_text": null, "parent_author": "ArtsStocks", "ret_m1d": -0.08138279408094162, "ret_signed_m1d": -0.08138279408094162, "alpha_spy_m1d": 0.013655598244045608, "alpha_c_m1d": -0.03972812220238098, "bench_spy_m1d": -0.09503839232498723, "bench_c_m1d": -0.041654671878560645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03817073661569459, "ret_signed_p1d": -0.03817073661569459, "alpha_spy_p1d": 0.005648218083719847, "alpha_c_p1d": -0.010280783629294521, "bench_spy_p1d": -0.043818954699414436, "bench_c_p1d": -0.02788995298640007, "ret_p1w": 0.02088584494581469, "ret_signed_p1w": 0.02088584494581469, "alpha_spy_p1w": 0.06273636166642504, "alpha_c_p1w": 0.038686408965748376, "bench_spy_p1w": -0.04185051672061035, "bench_c_p1w": -0.017800564019933685, "ret_p1m": 0.16168519228505307, "ret_signed_p1m": 0.16168519228505307, "alpha_spy_p1m": 0.13303137800212217, "alpha_c_p1m": 0.20550205996422166, "bench_spy_p1m": 0.0286538142829309, "bench_c_p1m": -0.04381686767916859, "ret_p3m": 0.5027007149569511, "ret_signed_p3m": 0.5027007149569511, "alpha_spy_p3m": 0.36263373977982494, "alpha_c_p3m": 0.5237775909903124, "bench_spy_p3m": 0.14006697517712619, "bench_c_p3m": -0.02107687603336128, "ret_p6m": 1.5304283573902855, "ret_signed_p6m": 1.5304283573902855, "alpha_spy_p6m": 1.3000495876392024, "alpha_c_p6m": 1.4815605833080714, "bench_spy_p6m": 0.23037876975108307, "bench_c_p6m": 0.0488677740822141, "ret_p1y": 1.6989555532142018, "ret_signed_p1y": 1.6989555532142018, "alpha_spy_p1y": 1.4340269062704984, "alpha_c_p1y": 1.613563929165409, "bench_spy_p1y": 0.2649286469437033, "bench_c_p1y": 0.08539162404879286, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16168519228505307, "alpha_spy_stated": 0.13303137800212217, "alpha_c_stated": 0.20550205996422166, "price_path": [0.2593, 0.2279, 0.2049, 0.2582, 0.1772, 0.1959, 0.1624, 0.1318, 0.1768, 0.1703, 0.2409, 0.2514, 0.2261, 0.2283, 0.184, 0.1999, 0.1487, 0.157, 0.1394, 0.1945, 0.175, 0.1307, 0.1336, 0.1372, 0.1106, 0.0929, 0.1178, 0.1505, 0.1455, 0.1772, 0.1638, 0.1484, 0.1469, 0.1437, 0.1289, 0.1952, 0.1739, 0.1865, 0.2153, 0.2384, 0.2175, 0.1602, 0.1894, 0.2031, 0.1847, 0.1869, 0.2351, 0.1865, 0.2006, 0.1786, 0.1851, 0.2045, 0.162, 0.134, 0.1422, 0.1217, 0.0864, -0.0184, 0.0338, 0.027, -0.0245, -0.0072, -0.0814, 0.0, -0.0382, 0.0047, 0.0328, 0.022, 0.0209, 0.0227, 0.0266, 0.0454, 0.0479, 0.0648, 0.0695, 0.0709, 0.0735, 0.1059, 0.1419, 0.1804, 0.2117, 0.1473, 0.1909, 0.1793, 0.1617, 0.2074, 0.1714, 0.1739, 0.188, 0.2085, 0.2254, 0.2413, 0.2063, 0.1977, 0.1876, 0.1999, 0.1678, 0.2049, 0.2067, 0.2283, 0.2517, 0.2643, 0.269, 0.2708, 0.3237, 0.3266, 0.3032, 0.2827, 0.2816, 0.269, 0.3018, 0.3327, 0.3471, 0.3565, 0.4274, 0.4404, 0.4325, 0.4332, 0.4228, 0.4382, 0.5697, 0.5484, 0.5045, 0.4887, 0.5423, 0.5261, 0.5027, 0.5322, 0.5124, 0.5402, 0.5185, 0.5038, 0.4962, 0.5106, 0.5261, 0.5178, 0.5214, 0.4825, 0.4937, 0.5618, 0.5477, 0.5495, 0.5646, 0.5502, 0.4653, 0.4782, 0.4995, 0.4707, 0.4912, 0.552, 0.543, 0.5765, 0.5639, 0.5297, 0.5416, 0.5571, 0.5373, 0.5059, 0.5185, 0.5394, 0.5347, 0.5355, 1.0702, 1.1782, 1.1372, 1.2049, 1.1966, 1.319, 1.3046, 1.3061, 1.2744, 1.2002, 1.2081, 1.2027, 1.2233, 1.197, 1.2096, 1.2532, 1.3025, 1.2676, 1.3079, 1.31, 1.3558, 1.3695, 1.4631, 1.4901, 1.4854, 1.4825, 1.5193, 1.5304]}
{"unit_id": "thread:1953106963409039628", "ticker_idx": 0, "ts": "2025-08-06T14:52:41+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IMO the lawsuit is coming, and it won't be pretty when it happens… $HIMS stock price sees the teens if GLP1s go to zero… Things can go from sunshine and roses to fire and brimstone *quickly* if things don't work out here", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish HIMS: NVO lawsuit incoming, GLP1 loss would gut revenue, TRT launch will disappoint, and 2030 convertible debt wall creates existential risk.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I think you’ve got to be a special kind of naive to truly think $NVO isn’t coming after $HIMS legally at this point.  Listen to those @DueDoctor clips from the $NVO earnings this morning, and also consider that…\n\n➡️New management is in, old management was ousted likely over inability to combat compounders.  New management will almost certainly focus on making a strong statement on this front.  This is the first step of what they were brought in for. \n\n➡️$NVO messaging around *why* the business is struggling has shifted to almost entirely blaming the compounders.  Investors are essentially demanding something be done about this.  The stock keeps making new lows…they *have* to do something.\n\n➡️$NVO just announced a ton of litigation yesterday SPECIFICALLY going after the personalization scam that I’ve been decrying here for months.  This is *new* messaging from them, but more than that it is actually *legal action*. \n      ↪️”But why hasn’t $NVO sued $HIMS yet then?”  Many have already pointed this out, but these smaller cases against tiny personalization compounders is likely a strategy to set legal precedents and learn things to strengthen their case for when they *do* go after $HIMS.  \n\n$HIMS is by FAR the single biggest personalization scammer in the industry right now.  Why *wouldn’t* $NVO go after them now that (since yesterday) they are specifically laying out a legal strategy to go after the personalization scam directly?  \n\nYou really think they’ll just ignore the main/biggest culprit?  Why?  Because you’re long the stock?  Absolute hopium and naivety.  IMO the lawsuit is coming, and it won’t be pretty when it happens.\n\n---\n\nIf $NVO can force $HIMS to stop this personalization compounding scam, $HIMS will be in a *dire* situation from its current valuation.  Like @himshouse said this week - $HIMS stock price sees the teens if GLP1s go to zero.\n\nBut IMO, it’s worse than that.  In the longer term, the company’s issues could become existential.  \n\nAs we have seen, the “core” growth is withering.  GLP1s have saved them.  GLP1s going away would mean the core *has* to be revived.  The ED/Hair Loss/Sexual health markets are tapped out/saturated.  They have to expand to new verticals.  \n\nTRT is the big one most people talk about.  This is thrown around as a potential billion to multi-billion dollar vertical.  It will not be.  $HIMS longs will be disappointed by the TRT launch *IF* it even happens (again, review the Ryan Haight legislation to understand why this TRT vertical may never even get off the ground in the first place). \n\nTRT is extremely burdensome with labs/in person/video visits required.  It is a heavily regulated controlled substance by the DEA (schedule 3 - only 1 level below FENTANYL, and 1 level *more* tightly regulated than XANAX).  The lab requirements/costs, red tape, and need to follow medical guidelines (I.e. not giving the drug to people who don’t qualify for it) will weigh the TRT launch down badly.  It will disappoint. \n\nOther stuff like “medmatch” is just unmonetizable vaporware.  Useless for the valuation of the company.  And don’t get me started on the supposed “value” of the “medical data” that $HIMS is going to have.  Trust me.  The value of those data is $0, period.\n\n---\n\nThis is all extra scary for $HIMS because…they have a potential $1B debt maturity wall coming up in 2030.  If their stock is not trading above $70 (roughly where the strike price of the convert shares was placed) at that time, THE COMPANY IS SUDDENLY GOING TO BE $1B IN DEBT as convertible note holders will not exercise, and instead allow these notes to behave as 0% bonds.\n\nI gather that most $HIMS longs here don’t actually understand the mechanics of the convertible deal that the company did a few months ago, but the deal is actually EXTREMELY risky if they company ends up having any sort of financial trouble that hinders their vision for growth through 2030.  \n\nIn a scenario where GLP1s dry up and they’re unable to revive the withering core business, the 2030 debt maturity wall starts looming LARGE.  Their financial woes that put them in this situation to begin with will snowball severely by the fact that the poor financial performance would suddenly place them in massive debt…how would they be able to handle $1B in debt when the reason they have the debt in the first place was because the business has been performing poorly?   Not good.\n\nI think many $HIMS longs are doing themselves a severe disservice by not understanding how that convertible deal works.  Things can go from sunshine and roses to fire and brimstone *quickly* if things don’t work out here. \n\nAnyway, good luck to the longs.  I think the $NVO lawsuit is coming, and it will be the first of 3 shoes to drop (novo lawsuit - withering core/new verticals - debt maturity wall) that will have people years from now looking back and laughing at the days when people said this was going to be the company to dominate modern healthcare.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08585955990495853, "ret_signed_m1d": -0.08585955990495853, "alpha_spy_m1d": -0.09346099593114654, "alpha_c_m1d": -0.09346099593114654, "bench_spy_m1d": -0.007601436026188013, "bench_c_m1d": -0.007601436026188013, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0015646749341567956, "ret_signed_p1d": 0.0015646749341567956, "alpha_spy_p1d": 0.0007270385025016646, "alpha_c_p1d": 0.0007270385025016646, "bench_spy_p1d": -0.000837636431655131, "bench_c_p1d": -0.000837636431655131, "ret_p1w": -0.054762354362762444, "ret_signed_p1w": 0.054762354362762444, "alpha_spy_p1w": 0.07390023542443558, "alpha_c_p1w": 0.07390023542443558, "bench_spy_p1w": 0.019137881061673134, "bench_c_p1w": 0.019137881061673134, "ret_p1m": -0.053197754036412914, "ret_signed_p1m": 0.053197754036412914, "alpha_spy_p1m": 0.0760491663641899, "alpha_c_p1m": 0.0760491663641899, "bench_spy_p1m": 0.022851412327776988, "bench_c_p1m": 0.022851412327776988, "ret_p3m": -0.16311363149547697, "ret_signed_p3m": 0.16311363149547697, "alpha_spy_p3m": 0.23317276634548267, "alpha_c_p3m": 0.23317276634548267, "bench_spy_p3m": 0.0700591348500057, "bench_c_p3m": 0.0700591348500057, "ret_p6m": -0.5407784265258211, "ret_signed_p6m": 0.5407784265258211, "alpha_spy_p6m": 0.6177822685941481, "alpha_c_p6m": 0.6177822685941481, "bench_spy_p6m": 0.077003842068327, "bench_c_p6m": 0.077003842068327, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.053197754036412914, "alpha_spy_stated": 0.0760491663641899, "alpha_c_stated": 0.0760491663641899, "price_path": [-0.0325, 0.0239, 0.0053, 0.0162, 0.0798, 0.2517, 0.1954, 0.1457, 0.2644, 0.2192, 0.1971, 0.1344, 0.0467, 0.0724, 0.0436, 0.0432, 0.0248, 0.1062, 0.1103, 0.0704, 0.0485, 0.0321, 0.1017, 0.1121, 0.0806, 0.1258, 0.1177, 0.0851, 0.1692, 0.1586, 0.1944, 0.256, -0.179, -0.16, -0.1901, -0.0949, -0.0336, -0.025, -0.062, -0.0718, -0.0616, -0.053, -0.0424, 0.0022, -0.0168, -0.0634, 0.0176, -0.0131, 0.0141, -0.0223, -0.0147, -0.069, -0.0219, 0.1348, 0.1211, 0.1275, 0.1477, 0.1788, 0.2816, 0.2943, 0.2234, 0.239, 0.0859, 0.0, -0.0016, 0.0158, -0.0225, -0.062, -0.0548, -0.0782, -0.0999, -0.1179, -0.175, -0.1516, -0.1402, -0.1283, -0.1592, -0.113, -0.1393, -0.1371, -0.1717, -0.1878, -0.1305, -0.0591, -0.0532, -0.0291, -0.0653, -0.0655, 0.0123, 0.0855, 0.0553, -0.0047, -0.0153, 0.0992, 0.1308, 0.1285, 0.0952, 0.0415, 0.0731, 0.1422, 0.1563, 0.1093, 0.1013, 0.1318, 0.0276, 0.071, 0.1338, 0.1377, 0.1393, 0.0552, 0.0704, 0.0565, 0.2275, 0.1569, -0.0264, 0.0045, -0.0346, -0.0718, -0.0516, -0.046, -0.0567, -0.0784, -0.088, -0.1383, -0.1109, -0.1318, -0.1631, -0.1447, -0.188, -0.1975, -0.1971, -0.2226, -0.2368, -0.2949, -0.2767, -0.3041, -0.2908, -0.2992, -0.3425, -0.3211, -0.2611, -0.2746, -0.249, -0.2224, -0.2664, -0.2898, -0.275, -0.2173, -0.2333, -0.2349, -0.2212, -0.2591, -0.2613, -0.2722, -0.291, -0.2791, -0.3161, -0.32, -0.3045, -0.3145, -0.3194, -0.3219, -0.329, -0.3331, -0.3538, -0.365, -0.3466, -0.3211, -0.3065, -0.3065, -0.3376, -0.3802, -0.3675, -0.3702, -0.3874, -0.3892, -0.3863, -0.4041, -0.435, -0.4031, -0.4207, -0.4078, -0.4195, -0.4393, -0.4158, -0.4702, -0.4829, -0.5005, -0.5228, -0.5408]}
{"unit_id": "quote:1906709536871682347", "ticker_idx": 0, "ts": "2025-03-31T14:05:53+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just bought a bunch more $NKTR", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to long NKTR position, endorsing compelling risk/reward ahead of AD readout at ~0.45x cash multiple.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Just bought a bunch more $NKTR", "reply_text": null, "parent_text": null, "quoted_text": "🚨PITCH ALERT🚨 $NKTR \nCurrently at $0.676, representing a  ~0.45x cash multiple and approaching an atopic dermatitis (AD) readout that has a legitimate chance at success, $NKTR represents one of the most compelling risk/reward profiles I have ever seen in small cap biotech.", "parent_author": null, "ret_m1d": 0.08823535186609299, "ret_signed_m1d": 0.08823535186609299, "alpha_spy_m1d": 0.09490328136466608, "alpha_c_m1d": 0.0984402746811196, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.010204922815026607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05882347441324487, "ret_signed_p1d": -0.05882347441324487, "alpha_spy_p1d": -0.061647917468967584, "alpha_c_p1d": -0.04053707049257349, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": -0.01828640392067138, "ret_p1w": -0.2794117605809934, "ret_signed_p1w": -0.2794117605809934, "alpha_spy_p1w": -0.18107252468871415, "alpha_c_p1w": -0.20037607520861667, "bench_spy_p1w": -0.09833923589227922, "bench_c_p1w": -0.07903568537237671, "ret_p1m": 0.176470610234702, "ret_signed_p1m": 0.176470610234702, "alpha_spy_p1m": 0.18514077742420465, "alpha_c_p1m": 0.21441323635653453, "bench_spy_p1m": -0.008670167189502642, "bench_c_p1m": -0.03794262612183252, "ret_p3m": 1.4107843737655412, "ret_signed_p3m": 1.4107843737655412, "alpha_spy_p3m": 1.3033708939791133, "alpha_c_p3m": 1.4700088574962633, "bench_spy_p3m": 0.1074134797864279, "bench_c_p3m": -0.05922448373072209, "ret_p6m": 4.578431626458853, "ret_signed_p6m": 4.578431626458853, "alpha_spy_p6m": 4.3806950534895925, "alpha_c_p6m": 4.616347766732584, "bench_spy_p6m": 0.19773657296926017, "bench_c_p6m": -0.0379161402737318, "ret_p1y": 6.42254906864819, "ret_signed_p1y": 6.42254906864819, "alpha_spy_p1y": 6.2377738202715785, "alpha_c_p1y": 6.392724727260287, "bench_spy_p1y": 0.18477524837661186, "bench_c_p1y": 0.02982434138790313, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.176470610234702, "alpha_spy_stated": 0.18514077742420465, "alpha_c_stated": 0.21441323635653453, "price_path": [0.3971, 0.3971, 0.3824, 0.3676, 0.4118, 0.6176, 0.7206, 0.75, 0.6765, 0.5147, 0.4118, 0.3235, 0.3382, 0.3088, 0.3088, 0.3235, 0.3529, 0.3088, 0.2941, 0.2941, 0.2353, 0.2353, 0.25, 0.2206, 0.1912, 0.1471, 0.1176, 0.0294, 0.0, 0.0294, -0.0294, 0.0735, 0.3088, 0.4412, 0.5588, 0.4706, 0.4118, 0.3676, 0.25, 0.2794, 0.1471, 0.1765, 0.2353, 0.1765, 0.2353, 0.2647, 0.2647, 0.2941, 0.2059, 0.2059, 0.2059, 0.2059, 0.3235, 0.3382, 0.2941, 0.3235, 0.2794, 0.2647, 0.2647, 0.2353, 0.1765, 0.1176, 0.0882, 0.0, -0.0588, -0.0294, -0.1176, -0.1912, -0.2794, -0.2794, -0.25, -0.2647, -0.0882, -0.1176, -0.0588, -0.1029, -0.0588, -0.0735, -0.0294, 0.0147, 0.0882, 0.1471, 0.1176, 0.0882, 0.1765, 0.1471, 0.1029, 0.0147, -0.0588, -0.1029, -0.0882, -0.1324, 0.0441, 0.0441, 0.0588, 0.0, 0.0147, 0.0294, 0.0147, -0.0735, -0.0294, -0.0441, -0.0147, 0.0294, 0.0882, 0.0588, 0.1765, 0.1029, 0.1029, -0.0147, -0.0147, -0.1382, 0.1127, -0.0637, -0.1412, -0.1578, -0.0931, -0.1441, -0.1559, -0.1657, -0.0647, 1.3971, 1.8549, 1.9098, 1.5255, 1.5333, 1.4108, 1.5029, 1.4275, 1.301, 1.2284, 1.2902, 1.4608, 1.452, 1.3931, 1.3333, 1.3667, 1.6147, 1.4451, 1.4304, 1.4, 1.451, 1.4098, 1.451, 1.3186, 1.2461, 1.1637, 1.1255, 1.251, 1.2814, 1.2118, 1.201, 1.1324, 1.2608, 1.2029, 1.3137, 1.5216, 1.6167, 1.6725, 1.6892, 1.6196, 1.6422, 1.7451, 1.65, 1.6608, 1.8216, 1.8706, 1.8765, 1.9275, 1.852, 1.799, 2.5275, 2.9392, 3.3461, 3.7618, 3.7235, 3.6275, 3.7725, 3.8049, 3.8912, 4.0069, 4.7608, 4.4059, 4.7735, 4.8431, 4.9147, 4.4529, 4.7353, 4.7765, 4.5784]}
{"unit_id": "thread:1906697242196754661", "ticker_idx": 0, "ts": "2025-03-31T13:17:01+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "trading ~$30/share and a nearly $7B valuation is *far* too rich for a company selling cheap, low-margin generic drugs, with no moat protecting their business, while employing HIGHLY questionable practices that are likely to bring on massive litigation expenses", "tweet_type": "analysis", "timeline": "months", "summary": "Short HIMS on legal/regulatory exposure, false advertising risk, IP violations, and overvalued at ~$7B; incidentally bullish NVO as likely litigant against HIMS.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "My $HIMS short thread.\n\nI’ve been open about being short $HIMS (so understand I am biased).  At first this was mostly a counter-momentum short during the short squeeze over $70.  However, since then, it has become clear to me that the company is being led into serious legal trouble with apparent reckless abandon.\n\nI’m not a lawyer, but as a biotech investor I do have a better understanding of pharma IP than the “average” person, as well as a better understanding of physician liability as a doctor myself.  However, frankly, you really don’t need legal experience to understand why parts of the $HIMS strategy *cannot* not be allowed.  If bulls can take of their rose-tinted glasses at least momentarily and actually consider the points I’ll make here, I think basic common sense would suffice to arrive at many of the same conclusions I have.\n\ntl;dr summary of points:\n➡️The personalized semaglutide scam being committed at scale would kill pharmaceutical IP, leading to the end of new drug development (yes, I'm serious). HIMS is on a one-way train to getting their assess sued off for this.\n➡️Physicians who take part in the personalized dosing scam should be aware that they are opening *themselves* up to huge legal liability in so doing.\n➡️HIMS CEO is making bold statements about the efficacy of the oral weight loss “solution” that go against medical evidence.  The company is at *high* risk of the FDA taking legal action on this false advertising.\n➡️The $HIMS super bowl ad also skirted drug advertising laws, and litigation for this appears likely to me as well.  Oh, and the blurred out images of Ozempic that they included in the commercial will bring $NVO lawyers knocking at their door as well.\n➡️The company employs unscrupulous and dangerous prescribing behaviors by pushing medications without appropriate medical review (as reviewed in a recent WSJ article)\n\nAll of this translates to an untrustworthy company.  Do you really want to take their word for how bullish their setup is *while their leadership is constantly dumping shares on the open market*?\n\n---\n\nThe \"personalized\" semaglutide dosing scam.\n\n$HIMS *cannot* be allowed to sell “personalized” semaglutide at scale.  The company has doubled & tripled down on this idea both on the recent earnings call and on the Hims House podcast last week.  The thought is that the company can make “personalized” (i.e. non-commercially available) doses of semaglutide through a 503A compounding pharmacy loophole that allows special doses to be made for patients in rare situations where, for some abnormal reason, the standard dosing will not work for them.\n\nPeople must understand that exploiting this loophole “at scale” like $HIMS is trying to do WOULD MEAN THE END OF PHARMACEUTICAL INTELLECTUAL PROPERTY.\n\nIf a generic drug company like $HIMS can simply slightly modify dosing or formulation of an on-patent drug and suddenly be allowed to reap substantial profit from something that a pharma company discovered, developed, and owns, *what would stop generic drug companies from doing this with EVERY patented drug in the world?*  There would be nothing to stop generic/compounding companies from stealing the intellectual property of every drug on the market by simply dose-modifying or adding inert compounds to the formula.\n\n$HIMS manipulating the 503A specialized dosing rule may seem innocuous at first - “So what, some people will get some cheap Ozempic and $NVO will lose some money.”  But if you actually consider the implications of this precedent even for a moment, it is clear that this scheme could be applied to *any* patented drug.  Suddenly pharmaceutical IP is meaningless, and now there is no longer *any* financial protection/incentive for discovering new drugs.  New drug development stops.\n\nIMO, it is not at all a stretch to see how the first domino of $HIMS mass-selling “personalized” doses of semaglutide leads to others doing the same thing with other patented drugs, which leads to the end of the pharmaceutical industry and new drug development as we know it.\n\n“Oh come on Adam, that will never happen”.  Correct.  It will not happen because $HIMS will NOT be allowed to get away with this.  The 503A specialized dose “loophole” exists for RARE exceptions in order to help patients who would be at risk of serious harm (example - a small child with a cancer that is treated by a drug that has so far only been approved in adults.  They need a much smaller dose than what is available, so 503A allows a compounding pharmacy to legally help this child with a non-commercially available dose).\n\nThe 503A specialized dose “loophole” does NOT exist so that $HIMS and other generic drug leeches can steal Novo Nordisk’s intellectual property and make their own c-suite rich by selling stock.  If the company actually goes through exploiting this well-intentioned rule in that way, they will be stopped.  They will be stopped because they *MUST* be stopped if we are going to preserve the system for developing new drugs.\n\nThe idea that $HIMS will actually be able to get away with this is ludicrous, and the CEO repeatedly telling his retail investors that it's not going to be a problem MASSIVELY undermines his credibility and trustworthiness in my book.  When he reassures us about something that is so obviously wrong/not going to work, why would we believe him about anything else?\n\n---\n\nHIMS contracted physicians are at *huge* liability risk in the personalized dosing scam\n\nAnother note on this $HIMS “personalized” dosing scam.  The physicians who are complicit with prescribing these off-label doses en masse had better watch their backs.  You are opening yourself up to incredible legal liability by being a part of this IP scam.\n\nPrescriber data is readily available to regulatory bodies.  Outlier prescribers of *any* drug/dose are easy to find.  If $HIMS is successful in pumping the personalize dosing scam to thousands of patients, we will be able to see that something like 0.01% of prescribers wrote >90% of the personalized doses of semaglutide.\n\nHow is it possible that these few physicians somehow have almost *all* of the patients in the world who needed “personalized” doses of semaglutide?  It isn’t.  This will be all the evidence we need to confirm that $HIMS has pushed this strategy and funneled patients down the path of seeking personalized doses in order to get cheap drug.\n\nThis necessitates that the physicians prescribing such high rates of non-standard semaglutide are COMMITTING MEDICAL FRAUD by repeatedly claiming that there is an indication for off-label dosing whether there actually is or not.  There is no way that *only* $HIMS patients are the ones who would “need” personalized dosing.\n\nSo, when the prescriber data shows that a bunch of the $HIMS contracted physicians are massive outlier prescribers of personalized doses, those physicians are going to have some explaining to do.\n\n“How can you explain that 99% of physicians prescribed ZERO personalized semaglutide at all in 2025, yet you prescribed it to over half of your patients?  How is it possible that only *you* ended up with the few patients for whom this atypical dosing was indicated?”\n\nCaught red handed, because the only plausible answer here is that it actually *wasn't* indicated - these physicians are just going along with the company's goal of pushing patients toward personalized doses whether there is a medical necessity or not.  The outlier prescriber data on this matter will not lie, and they will not be subtle. \n\nIf these complicit physicians don’t have legal action taken against them directly, I would bet that they'll be dragged into the broader lawsuits against $HIMS when shit finally hits the fan here.\n\nAdd in the questionable medical “assessments” that $HIMS performs (see WSJ article that discusses prescriptions being written within 60 seconds of requests having been submitted) and these docs are just setting themselves up for legal slaughter.  Good luck arguing that you thoroughly assessed all these patients and found that they needed some nuanced dose through your 1-minute long online assessment where you didn’t even talk to or examine the patient.  This won’t hold up.\n\nOh, and, by the way - these personalized doses are definitionally off-label.  This opens up yet another liability can of worms.\n\nIMO the physicians contracted with $HIMS would be absolutely nuts to go along with this scam.\n\n---\n\nFalse advertising for the \"oral weight loss solution\"\n\n$HIMS CEO should at least be called out (and IMO will very likely be sued) for his statements about the weight loss patients can expect with the “oral” weight loss plan.  He has repeatedly claimed that their oral product offers “2/3 to 3/4 of the weight loss (of semaglutide) for 1/3 of the price!”\n\nI cannot emphasize enough how much these numbers are absolute bull shit, and the FDA will very likely have something to say about these claims.\n\n$HIMS will likely point to some contrived and unscientific survey-based “study” that they performed where people said they were losing weight on this “treatment”.  However, it is very important to understand this next part:\n\nTHE DRUGS IN THE $HIMS WEIGHT-LOSS SOLUTION ARE FDA-REGULATED PRESCRIPTION DRUGS, WHICH MEANS MARKETING CLAIMS RELATED TO THEM ARE SUBJECT TO FDA SCRUTINY.\n\n$HIMS does not get to decide what the advertised weight loss of these drugs is. The FDA does.  Full stop.  If Hims were peddling non-FDA regulated *supplements* they could make whatever claims about weight loss they wanted to, and cite “research” of whatever quality they choose.\n\nHowever, with pharmaceutical products, the FDA actually gets to determine how you’re allowed to market a drug, down to the *letter* of the marketing messaging.  The FDA relies on robust clinical trials data to guide these marketing allowances.\n\nAgain, $HIMS will claim they have in-house “data” supporting these claims.  However, their data are not FDA reviewed, not double blinded, not controlled, not prospective, and not supported by actual clinical endpoints (patient reported weight loss is NOT an endpoint for weight loss drugs - you have to actually *weigh* the patients in obesity studies, because obviously people cannot be expected to accurately report their own weight loss progress).\n\nIf $HIMS took their oral weight loss “data” to the FDA, they’d be laughed out of the room instantaneously.  Their survey doesn’t meet a single component of scientific rigor required for generating data upon which pharmaceutical marketing claims can be made.\n\nThe $HIMS CEO is setting himself and the company up for MASSIVE liability by making clearly false claims about FDA-regulated prescription drugs.  “3/4 of the weight loss for 1/3 of the price” is a reckless and dumb statement to make when the data show it is not true and you are dealing with FDA-regulated products.\n\nYou want proof?  None of the drugs in the $HIMS oral weight loss solution are even FDA approved for weight loss, which is because NONE OF THEM ARE ANY GOOD AT CAUSING WEIGHT LOSS.\n\nFor starters, do you even know what’s in the $HIMS  “Oral weight loss kits”?  There are several different potential components, as follows:\n\nMetformin (an old diabetes drug), Bupropion (a depression/anxiety drug better know as “Wellbutrin), Naltrexone (an opioid antagonist mostly used to treat alcohol addiction), Topiramate (a seizure drug) and Vitamin B12 (yeah, just a vitamin).\n\nSome of these drugs had obesity studies ~20 years ago.  Most of them showed some weight loss, but so little weight loss that the FDA wouldn't even approve them for that indication.  By and large, weight loss with these drugs has primarily been identified as a small “side effect” in trials for other indications.  NONE of these drugs comes even CLOSE to generating 2/3-3/4 of the weight loss as semaglutide does.\n\n➡️Semaglutide generates ~13% placebo-adjusted weight loss.\n➡️Metformin gets to ~3% in long term studies.\n➡️Bupropion *combined* with naltrexone leads to ~4-5%\n➡️Topiramate has been able to get ~half the weight loss of semaglutide at higher doses, but this is limited by the fact that this seizure drug has a nasty side-effect profile.  It never came close to being FDA-approved for weight loss.\n\nSo, double blind, randomized, peer reviewed data *does* exist for weight loss with the drugs in the $HIMS oral obesity treatment regimen.  However, the company chooses not to refer to these data, because they prove that these drugs don’t come close to weight loss that semaglutide inspires (plus having highly questionable side effect profiles).  Yet, this hasn't stopped the $HIMS CEO from claming \"3/4\" of the weight loss with sema. \n\nAgain, remember that these are FDA-regulated prescription drugs.  By making false statements based on non-FDA sanctioned “data” (online surveys), $HIMS is exposing themselves to obvious legal liability.  I expect them to be sued for false/misleading advertising.\n\nhttps://t.co/Atxdpp3SYq\nhttps://t.co/P6Mn3vI20z\nhttps://t.co/sbAWLUA0HQ\nhttps://t.co/KP4o5Vn6jI\n\n---\n\nThe $HIMS Super Bowl ad is going to get them sued as well\n\nSpeaking of advertising, $HIMS is also likely to be sued for their super bowl commercial IMO.\n\nThey were clearly marketing pharmaceutical products in that advertisement, not supplements, which, again, puts the ad under FDA purview.  However, this ad was clearly NOT reviewed/approved by the FDA.  $HIMS didn’t even disclose potential side effects of their drugs in the ad, which is probably *the* most basic tenet of DTC advertising in the pharmaceutical industry.\n\n“But they’re a compounding pharmacy, not a pharmaceutical company!”  Ok, but they were ADVERTISING A PHARMACEUTICAL PRODUCT.  This should put them under the same standards as a normal pharma ad, but $HIMS is relying on grey areas to try to skirt these laws.\n\n“They never actually say \"semaglutide\" in the commercial, so how do you know they were even advertising that.”  \n\nThis is where $HIMS REALLY messed up and committed a massive mistake:\n\nTHE SUPER BOWL COMMERCIAL LITERALLY SHOWS SEMAGLUTIDE INJECTOR PENS WITH THE LABELS BLURRED OUT!!!\n\nWhoever’s idea that was made a huge (and extremely stupid) mistake.  This not only confirms beyond the shadow of a doubt that the advertising of semaglutide was not just *implied*, but rather *overt* in this commercial.\n\nThe FDA can now sue them for skirting pharmaceutical advertising regulations, and I’d bet that $NVO will have something to say about blurred images of their patented drug appearing in a commercial for a “competitor” company.  This was, IMO, an insanely stupid own goal by $HIMS.\n\n---\n\nInadequate medical review + higher risk drugs = EVEN MORE LITIGATION\n\nAll the discussion above is just a summary of all the reasons I think that $HIMS will be sued (and lose).  The rest of the story is messy as well.\n\nThe company is basically a pill mill pushing medications on patients with little to no physician/medical oversight.  Like the recent WSJ article highlighted, prescriptions are written within ~60 seconds of medical information having been submitted.  There is no argument that can be made to claim that adequate medical review and counseling is occurring here.  Especially when you consider that, for example, you don’t even have to supply photographs of your scalp when requesting hair loss drugs.  If a real-life physician prescribed a drug for a physically visible condition without conducting ANY form of physician exam, they would lose a lawsuit when sued for side effects of that drug 100 times out of 100.\n\nThis laissez-faire prescribing activity will come back to haunt $HIMS.\n\nAnd it is going to get worse as they move into other areas like testosterone supplementation.  There are concerns that testosterone supplementation can have *major*, even life threatening side effects like increased risk of myocardial infarction (heart attacks) and prostate cancer.  As $HIMS moves into these higher risk areas of medicine, their lack of rigorous medical evaluation is going to set them up for easy lawsuits when some proportion of patients inevitably experience side effects.\n\nThe amount of litigation coming $HIMS way could be massive.  The generic drug industry is a low profit margin business that is unlikely to be able to support such litigation costs.  As $HIMS pushes the envelope by moving into medically higher risk treatments, this si only going to get messier.\n\n---\n\nIn my biased opinion, $HIMS management team has shown themselves to be highly unreliable and untrustworthy.  They assure their investors that the personalized semaglutide loophole will hold in spite of almost no argument that it can be allowed to stand.  They falsely promote the oral weight loss solution as having similar efficacy to semaglutide, in spite of robust medical evidence to the contrary.  They employ legally risky advertising methods that skirt adverse event disclosure regulations, practically daring the FDA to come after them.  They push physicians to prescribe medication to anyone who asks with inadequate medical review.\n\nI personally think this unreliability trickles into their 2025 financial guidance as well, which I do not trust to be met.  Their projections for the “oral weight loss solution are, IMO, too aggressive, since we know for a fact that the medications it uses are not effective weight loss drugs - patients are unlikely to stay on these treatments for long.  I think that overall we will start to see attrition rates growing, and as the steam of the semaglutide shortage keeps dissipating, the stock will cool off even more.\n\nOnce the major lawsuits start pouring in (which is a near guarantee in my opinion), things will get even messier.\n\nPerhaps this is why the $HIMS c-suite is selling stock at an incredibly high pace.  While they paint a pretty picture for the retail investors that they pander to, do they actually realize what is coming?  I would say that their actions (dumping tons of stock) speak louder than their words (telling retail investors everything is going to be ok).\n\nNow I’m not saying $HIMS is a zero, but the stock is still up a fair amount year to date despite major macro market weakness, and the fundamental thesis seems to have weakened SIGNIFICANTLY during that time.  I’m not saying that they haven’t built a real business here.  But IMO trading ~$30/share and a nearly $7B valuation is *far* too rich for a company selling cheap, low-margin generic drugs, with no moat protecting their business, a; while employing HIGHLY questionable practices that are likely to bring on massive litigation expenses.\n\nAgain, I’m biased because I’m short.  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{"unit_id": "thread:1906697242196754661", "ticker_idx": 1, "ts": "2025-03-31T13:17:01+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO will have something to say about blurred images of their patented drug appearing in a commercial for a \"competitor\" company", "tweet_type": "analysis", "timeline": "months", "summary": "Short HIMS on legal/regulatory exposure, false advertising risk, IP violations, and overvalued at ~$7B; incidentally bullish NVO as likely litigant against HIMS.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "My $HIMS short thread.\n\nI’ve been open about being short $HIMS (so understand I am biased).  At first this was mostly a counter-momentum short during the short squeeze over $70.  However, since then, it has become clear to me that the company is being led into serious legal trouble with apparent reckless abandon.\n\nI’m not a lawyer, but as a biotech investor I do have a better understanding of pharma IP than the “average” person, as well as a better understanding of physician liability as a doctor myself.  However, frankly, you really don’t need legal experience to understand why parts of the $HIMS strategy *cannot* not be allowed.  If bulls can take of their rose-tinted glasses at least momentarily and actually consider the points I’ll make here, I think basic common sense would suffice to arrive at many of the same conclusions I have.\n\ntl;dr summary of points:\n➡️The personalized semaglutide scam being committed at scale would kill pharmaceutical IP, leading to the end of new drug development (yes, I'm serious). HIMS is on a one-way train to getting their assess sued off for this.\n➡️Physicians who take part in the personalized dosing scam should be aware that they are opening *themselves* up to huge legal liability in so doing.\n➡️HIMS CEO is making bold statements about the efficacy of the oral weight loss “solution” that go against medical evidence.  The company is at *high* risk of the FDA taking legal action on this false advertising.\n➡️The $HIMS super bowl ad also skirted drug advertising laws, and litigation for this appears likely to me as well.  Oh, and the blurred out images of Ozempic that they included in the commercial will bring $NVO lawyers knocking at their door as well.\n➡️The company employs unscrupulous and dangerous prescribing behaviors by pushing medications without appropriate medical review (as reviewed in a recent WSJ article)\n\nAll of this translates to an untrustworthy company.  Do you really want to take their word for how bullish their setup is *while their leadership is constantly dumping shares on the open market*?\n\n---\n\nThe \"personalized\" semaglutide dosing scam.\n\n$HIMS *cannot* be allowed to sell “personalized” semaglutide at scale.  The company has doubled & tripled down on this idea both on the recent earnings call and on the Hims House podcast last week.  The thought is that the company can make “personalized” (i.e. non-commercially available) doses of semaglutide through a 503A compounding pharmacy loophole that allows special doses to be made for patients in rare situations where, for some abnormal reason, the standard dosing will not work for them.\n\nPeople must understand that exploiting this loophole “at scale” like $HIMS is trying to do WOULD MEAN THE END OF PHARMACEUTICAL INTELLECTUAL PROPERTY.\n\nIf a generic drug company like $HIMS can simply slightly modify dosing or formulation of an on-patent drug and suddenly be allowed to reap substantial profit from something that a pharma company discovered, developed, and owns, *what would stop generic drug companies from doing this with EVERY patented drug in the world?*  There would be nothing to stop generic/compounding companies from stealing the intellectual property of every drug on the market by simply dose-modifying or adding inert compounds to the formula.\n\n$HIMS manipulating the 503A specialized dosing rule may seem innocuous at first - “So what, some people will get some cheap Ozempic and $NVO will lose some money.”  But if you actually consider the implications of this precedent even for a moment, it is clear that this scheme could be applied to *any* patented drug.  Suddenly pharmaceutical IP is meaningless, and now there is no longer *any* financial protection/incentive for discovering new drugs.  New drug development stops.\n\nIMO, it is not at all a stretch to see how the first domino of $HIMS mass-selling “personalized” doses of semaglutide leads to others doing the same thing with other patented drugs, which leads to the end of the pharmaceutical industry and new drug development as we know it.\n\n“Oh come on Adam, that will never happen”.  Correct.  It will not happen because $HIMS will NOT be allowed to get away with this.  The 503A specialized dose “loophole” exists for RARE exceptions in order to help patients who would be at risk of serious harm (example - a small child with a cancer that is treated by a drug that has so far only been approved in adults.  They need a much smaller dose than what is available, so 503A allows a compounding pharmacy to legally help this child with a non-commercially available dose).\n\nThe 503A specialized dose “loophole” does NOT exist so that $HIMS and other generic drug leeches can steal Novo Nordisk’s intellectual property and make their own c-suite rich by selling stock.  If the company actually goes through exploiting this well-intentioned rule in that way, they will be stopped.  They will be stopped because they *MUST* be stopped if we are going to preserve the system for developing new drugs.\n\nThe idea that $HIMS will actually be able to get away with this is ludicrous, and the CEO repeatedly telling his retail investors that it's not going to be a problem MASSIVELY undermines his credibility and trustworthiness in my book.  When he reassures us about something that is so obviously wrong/not going to work, why would we believe him about anything else?\n\n---\n\nHIMS contracted physicians are at *huge* liability risk in the personalized dosing scam\n\nAnother note on this $HIMS “personalized” dosing scam.  The physicians who are complicit with prescribing these off-label doses en masse had better watch their backs.  You are opening yourself up to incredible legal liability by being a part of this IP scam.\n\nPrescriber data is readily available to regulatory bodies.  Outlier prescribers of *any* drug/dose are easy to find.  If $HIMS is successful in pumping the personalize dosing scam to thousands of patients, we will be able to see that something like 0.01% of prescribers wrote >90% of the personalized doses of semaglutide.\n\nHow is it possible that these few physicians somehow have almost *all* of the patients in the world who needed “personalized” doses of semaglutide?  It isn’t.  This will be all the evidence we need to confirm that $HIMS has pushed this strategy and funneled patients down the path of seeking personalized doses in order to get cheap drug.\n\nThis necessitates that the physicians prescribing such high rates of non-standard semaglutide are COMMITTING MEDICAL FRAUD by repeatedly claiming that there is an indication for off-label dosing whether there actually is or not.  There is no way that *only* $HIMS patients are the ones who would “need” personalized dosing.\n\nSo, when the prescriber data shows that a bunch of the $HIMS contracted physicians are massive outlier prescribers of personalized doses, those physicians are going to have some explaining to do.\n\n“How can you explain that 99% of physicians prescribed ZERO personalized semaglutide at all in 2025, yet you prescribed it to over half of your patients?  How is it possible that only *you* ended up with the few patients for whom this atypical dosing was indicated?”\n\nCaught red handed, because the only plausible answer here is that it actually *wasn't* indicated - these physicians are just going along with the company's goal of pushing patients toward personalized doses whether there is a medical necessity or not.  The outlier prescriber data on this matter will not lie, and they will not be subtle. \n\nIf these complicit physicians don’t have legal action taken against them directly, I would bet that they'll be dragged into the broader lawsuits against $HIMS when shit finally hits the fan here.\n\nAdd in the questionable medical “assessments” that $HIMS performs (see WSJ article that discusses prescriptions being written within 60 seconds of requests having been submitted) and these docs are just setting themselves up for legal slaughter.  Good luck arguing that you thoroughly assessed all these patients and found that they needed some nuanced dose through your 1-minute long online assessment where you didn’t even talk to or examine the patient.  This won’t hold up.\n\nOh, and, by the way - these personalized doses are definitionally off-label.  This opens up yet another liability can of worms.\n\nIMO the physicians contracted with $HIMS would be absolutely nuts to go along with this scam.\n\n---\n\nFalse advertising for the \"oral weight loss solution\"\n\n$HIMS CEO should at least be called out (and IMO will very likely be sued) for his statements about the weight loss patients can expect with the “oral” weight loss plan.  He has repeatedly claimed that their oral product offers “2/3 to 3/4 of the weight loss (of semaglutide) for 1/3 of the price!”\n\nI cannot emphasize enough how much these numbers are absolute bull shit, and the FDA will very likely have something to say about these claims.\n\n$HIMS will likely point to some contrived and unscientific survey-based “study” that they performed where people said they were losing weight on this “treatment”.  However, it is very important to understand this next part:\n\nTHE DRUGS IN THE $HIMS WEIGHT-LOSS SOLUTION ARE FDA-REGULATED PRESCRIPTION DRUGS, WHICH MEANS MARKETING CLAIMS RELATED TO THEM ARE SUBJECT TO FDA SCRUTINY.\n\n$HIMS does not get to decide what the advertised weight loss of these drugs is. The FDA does.  Full stop.  If Hims were peddling non-FDA regulated *supplements* they could make whatever claims about weight loss they wanted to, and cite “research” of whatever quality they choose.\n\nHowever, with pharmaceutical products, the FDA actually gets to determine how you’re allowed to market a drug, down to the *letter* of the marketing messaging.  The FDA relies on robust clinical trials data to guide these marketing allowances.\n\nAgain, $HIMS will claim they have in-house “data” supporting these claims.  However, their data are not FDA reviewed, not double blinded, not controlled, not prospective, and not supported by actual clinical endpoints (patient reported weight loss is NOT an endpoint for weight loss drugs - you have to actually *weigh* the patients in obesity studies, because obviously people cannot be expected to accurately report their own weight loss progress).\n\nIf $HIMS took their oral weight loss “data” to the FDA, they’d be laughed out of the room instantaneously.  Their survey doesn’t meet a single component of scientific rigor required for generating data upon which pharmaceutical marketing claims can be made.\n\nThe $HIMS CEO is setting himself and the company up for MASSIVE liability by making clearly false claims about FDA-regulated prescription drugs.  “3/4 of the weight loss for 1/3 of the price” is a reckless and dumb statement to make when the data show it is not true and you are dealing with FDA-regulated products.\n\nYou want proof?  None of the drugs in the $HIMS oral weight loss solution are even FDA approved for weight loss, which is because NONE OF THEM ARE ANY GOOD AT CAUSING WEIGHT LOSS.\n\nFor starters, do you even know what’s in the $HIMS  “Oral weight loss kits”?  There are several different potential components, as follows:\n\nMetformin (an old diabetes drug), Bupropion (a depression/anxiety drug better know as “Wellbutrin), Naltrexone (an opioid antagonist mostly used to treat alcohol addiction), Topiramate (a seizure drug) and Vitamin B12 (yeah, just a vitamin).\n\nSome of these drugs had obesity studies ~20 years ago.  Most of them showed some weight loss, but so little weight loss that the FDA wouldn't even approve them for that indication.  By and large, weight loss with these drugs has primarily been identified as a small “side effect” in trials for other indications.  NONE of these drugs comes even CLOSE to generating 2/3-3/4 of the weight loss as semaglutide does.\n\n➡️Semaglutide generates ~13% placebo-adjusted weight loss.\n➡️Metformin gets to ~3% in long term studies.\n➡️Bupropion *combined* with naltrexone leads to ~4-5%\n➡️Topiramate has been able to get ~half the weight loss of semaglutide at higher doses, but this is limited by the fact that this seizure drug has a nasty side-effect profile.  It never came close to being FDA-approved for weight loss.\n\nSo, double blind, randomized, peer reviewed data *does* exist for weight loss with the drugs in the $HIMS oral obesity treatment regimen.  However, the company chooses not to refer to these data, because they prove that these drugs don’t come close to weight loss that semaglutide inspires (plus having highly questionable side effect profiles).  Yet, this hasn't stopped the $HIMS CEO from claming \"3/4\" of the weight loss with sema. \n\nAgain, remember that these are FDA-regulated prescription drugs.  By making false statements based on non-FDA sanctioned “data” (online surveys), $HIMS is exposing themselves to obvious legal liability.  I expect them to be sued for false/misleading advertising.\n\nhttps://t.co/Atxdpp3SYq\nhttps://t.co/P6Mn3vI20z\nhttps://t.co/sbAWLUA0HQ\nhttps://t.co/KP4o5Vn6jI\n\n---\n\nThe $HIMS Super Bowl ad is going to get them sued as well\n\nSpeaking of advertising, $HIMS is also likely to be sued for their super bowl commercial IMO.\n\nThey were clearly marketing pharmaceutical products in that advertisement, not supplements, which, again, puts the ad under FDA purview.  However, this ad was clearly NOT reviewed/approved by the FDA.  $HIMS didn’t even disclose potential side effects of their drugs in the ad, which is probably *the* most basic tenet of DTC advertising in the pharmaceutical industry.\n\n“But they’re a compounding pharmacy, not a pharmaceutical company!”  Ok, but they were ADVERTISING A PHARMACEUTICAL PRODUCT.  This should put them under the same standards as a normal pharma ad, but $HIMS is relying on grey areas to try to skirt these laws.\n\n“They never actually say \"semaglutide\" in the commercial, so how do you know they were even advertising that.”  \n\nThis is where $HIMS REALLY messed up and committed a massive mistake:\n\nTHE SUPER BOWL COMMERCIAL LITERALLY SHOWS SEMAGLUTIDE INJECTOR PENS WITH THE LABELS BLURRED OUT!!!\n\nWhoever’s idea that was made a huge (and extremely stupid) mistake.  This not only confirms beyond the shadow of a doubt that the advertising of semaglutide was not just *implied*, but rather *overt* in this commercial.\n\nThe FDA can now sue them for skirting pharmaceutical advertising regulations, and I’d bet that $NVO will have something to say about blurred images of their patented drug appearing in a commercial for a “competitor” company.  This was, IMO, an insanely stupid own goal by $HIMS.\n\n---\n\nInadequate medical review + higher risk drugs = EVEN MORE LITIGATION\n\nAll the discussion above is just a summary of all the reasons I think that $HIMS will be sued (and lose).  The rest of the story is messy as well.\n\nThe company is basically a pill mill pushing medications on patients with little to no physician/medical oversight.  Like the recent WSJ article highlighted, prescriptions are written within ~60 seconds of medical information having been submitted.  There is no argument that can be made to claim that adequate medical review and counseling is occurring here.  Especially when you consider that, for example, you don’t even have to supply photographs of your scalp when requesting hair loss drugs.  If a real-life physician prescribed a drug for a physically visible condition without conducting ANY form of physician exam, they would lose a lawsuit when sued for side effects of that drug 100 times out of 100.\n\nThis laissez-faire prescribing activity will come back to haunt $HIMS.\n\nAnd it is going to get worse as they move into other areas like testosterone supplementation.  There are concerns that testosterone supplementation can have *major*, even life threatening side effects like increased risk of myocardial infarction (heart attacks) and prostate cancer.  As $HIMS moves into these higher risk areas of medicine, their lack of rigorous medical evaluation is going to set them up for easy lawsuits when some proportion of patients inevitably experience side effects.\n\nThe amount of litigation coming $HIMS way could be massive.  The generic drug industry is a low profit margin business that is unlikely to be able to support such litigation costs.  As $HIMS pushes the envelope by moving into medically higher risk treatments, this si only going to get messier.\n\n---\n\nIn my biased opinion, $HIMS management team has shown themselves to be highly unreliable and untrustworthy.  They assure their investors that the personalized semaglutide loophole will hold in spite of almost no argument that it can be allowed to stand.  They falsely promote the oral weight loss solution as having similar efficacy to semaglutide, in spite of robust medical evidence to the contrary.  They employ legally risky advertising methods that skirt adverse event disclosure regulations, practically daring the FDA to come after them.  They push physicians to prescribe medication to anyone who asks with inadequate medical review.\n\nI personally think this unreliability trickles into their 2025 financial guidance as well, which I do not trust to be met.  Their projections for the “oral weight loss solution are, IMO, too aggressive, since we know for a fact that the medications it uses are not effective weight loss drugs - patients are unlikely to stay on these treatments for long.  I think that overall we will start to see attrition rates growing, and as the steam of the semaglutide shortage keeps dissipating, the stock will cool off even more.\n\nOnce the major lawsuits start pouring in (which is a near guarantee in my opinion), things will get even messier.\n\nPerhaps this is why the $HIMS c-suite is selling stock at an incredibly high pace.  While they paint a pretty picture for the retail investors that they pander to, do they actually realize what is coming?  I would say that their actions (dumping tons of stock) speak louder than their words (telling retail investors everything is going to be ok).\n\nNow I’m not saying $HIMS is a zero, but the stock is still up a fair amount year to date despite major macro market weakness, and the fundamental thesis seems to have weakened SIGNIFICANTLY during that time.  I’m not saying that they haven’t built a real business here.  But IMO trading ~$30/share and a nearly $7B valuation is *far* too rich for a company selling cheap, low-margin generic drugs, with no moat protecting their business, a; while employing HIGHLY questionable practices that are likely to bring on massive litigation expenses.\n\nAgain, I’m biased because I’m short.  However, I personally am amazed that someone could review all of these risks in earnest and honestly determine that everything is just “fine” at $HIMS right now", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017842693528324793, "ret_signed_m1d": -0.017842693528324793, "alpha_spy_m1d": -0.011174764029751705, "alpha_c_m1d": -0.011174764029751705, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.006667929498573089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02030531166459737, "ret_signed_p1d": -0.02030531166459737, "alpha_spy_p1d": -0.023129754720320084, "alpha_c_p1d": -0.023129754720320084, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": 0.002824443055722714, "ret_p1w": -0.08352537262649051, "ret_signed_p1w": -0.08352537262649051, "alpha_spy_p1w": 0.014813863265788707, "alpha_c_p1w": 0.014813863265788707, "bench_spy_p1w": -0.09833923589227922, "bench_c_p1w": -0.09833923589227922, "ret_p1m": -0.04305890114937927, "ret_signed_p1m": -0.04305890114937927, "alpha_spy_p1m": -0.03438873395987663, "alpha_c_p1m": -0.03438873395987663, "bench_spy_p1m": -0.008670167189502642, "bench_c_p1m": -0.008670167189502642, "ret_p3m": 0.005472356765870545, "ret_signed_p3m": 0.005472356765870545, "alpha_spy_p3m": -0.10194112302055736, "alpha_c_p3m": -0.10194112302055736, "bench_spy_p3m": 0.1074134797864279, "bench_c_p3m": 0.1074134797864279, "ret_p6m": -0.1918881727177617, "ret_signed_p6m": -0.1918881727177617, "alpha_spy_p6m": -0.3896247456870219, "alpha_c_p6m": -0.3896247456870219, "bench_spy_p6m": 0.19773657296926017, "bench_c_p6m": 0.19773657296926017, "ret_p1y": -0.4492504852382859, "ret_signed_p1y": -0.4492504852382859, "alpha_spy_p1y": -0.6340257336148978, "alpha_c_p1y": -0.6340257336148978, "bench_spy_p1y": 0.18477524837661186, "bench_c_p1y": 0.18477524837661186, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04305890114937927, "alpha_spy_stated": -0.03438873395987663, "alpha_c_stated": -0.03438873395987663, "price_path": [0.2422, 0.2383, 0.215, 0.2191, 0.2404, 0.2422, 0.2051, 0.1811, 0.2137, 0.2225, 0.1993, 0.1505, 0.1752, 0.1773, 0.1152, 0.1484, 0.1419, 0.1494, 0.2468, 0.2402, 0.2074, 0.1909, 0.2095, 0.1969, 0.1714, 0.1709, 0.215, 0.2354, 0.2248, 0.1892, 0.1868, 0.1592, 0.1172, 0.1036, 0.1668, 0.182, 0.1868, 0.2483, 0.2839, 0.289, 0.2692, 0.2645, 0.2847, 0.2666, 0.2401, 0.2877, 0.2478, 0.2354, 0.1189, 0.107, 0.06, 0.0756, 0.0934, 0.1359, 0.1477, 0.1196, 0.1167, 0.0893, 0.0676, 0.0431, 0.0166, -0.0057, -0.0178, 0.0, -0.0203, -0.0173, -0.0337, -0.0992, -0.0835, -0.1129, -0.0626, -0.1185, -0.0678, -0.0487, -0.0713, -0.0945, -0.1636, -0.16, -0.1372, -0.1172, -0.0981, -0.106, -0.0982, -0.0616, -0.0431, -0.0553, -0.003, -0.0046, -0.0454, -0.0272, -0.0661, -0.0529, -0.0245, -0.0582, -0.0724, -0.0474, -0.073, -0.0349, -0.0179, -0.0179, -0.0183, -0.0301, 0.0144, -0.0121, 0.0003, 0.0297, 0.0488, 0.0212, 0.0374, 0.0462, 0.0747, 0.0867, 0.1424, 0.1338, 0.1672, 0.1496, 0.1092, 0.0706, 0.0658, 0.0624, 0.004, 0.0186, -0.0301, -0.0251, -0.0134, -0.006, 0.0055, 0.0055, -0.0039, -0.0017, 0.0029, 0.0036, 0.0226, -0.0073, -0.0072, -0.032, -0.0346, -0.0598, -0.0739, -0.0651, -0.0383, 0.0085, 0.0186, 0.0325, -0.0063, -0.2232, -0.2795, -0.3221, -0.306, -0.2971, -0.32, -0.3465, -0.2978, -0.2644, -0.2818, -0.2831, -0.267, -0.2663, -0.2452, -0.2172, -0.2022, -0.2092, -0.1925, -0.1702, -0.1795, -0.1941, -0.1781, -0.1829, -0.1778, -0.1789, -0.1737, -0.1824, -0.1957, -0.2095, -0.2092, -0.2082, -0.2092, -0.2009, -0.19, -0.167, -0.1524, -0.0993, -0.1058, -0.1159, -0.1329, -0.1446, -0.1839, -0.1901, -0.1917, -0.1919]}
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{"unit_id": "reply:1925541153107026385", "ticker_idx": 0, "ts": "2025-05-22T13:16:00+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LXEO getting snatched up by $SRPT in one of these huge premium but small overall cost deals is a real possibility imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "LXEO likely acquisition target for SRPT at a large premium; bullish on takeover potential.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Getoutofmyway1 @drrichjlaw Yes. $LXEO getting snatched up by $SRPT in one of these huge premium but small overall cost deals is a real possibility imo.  Credit @Sanctuary_Bio for being the first to call that out and the one who gets all the praise if it actually happens.", "reply_text": null, "parent_text": "@A_May_MD @drrichjlaw Probably worth a scan to see which small cap bios have investments from large caps like this.  $lxeo from $srpt rings a bell.", "quoted_text": null, "parent_author": "Getoutofmyway1", "ret_m1d": -0.0064935004616650804, "ret_signed_m1d": -0.0064935004616650804, "alpha_spy_m1d": -0.006099054213882793, "alpha_c_m1d": -0.014383159677257895, "bench_spy_m1d": -0.00039444624778228743, "bench_c_m1d": 0.007889659215592815, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08441558341027755, "ret_signed_p1d": -0.08441558341027755, "alpha_spy_p1d": -0.07758994372482397, "alpha_c_p1d": -0.08280705369399666, "bench_spy_p1d": -0.006825639685453577, "bench_c_p1d": -0.0016085297162808931, "ret_p1w": -0.11688308571860295, "ret_signed_p1w": -0.11688308571860295, "alpha_spy_p1w": -0.12768757985827395, "alpha_c_p1w": -0.13289224509438258, "bench_spy_p1w": 0.010804494139670995, "bench_c_p1w": 0.016009159375779625, "ret_p1m": 0.36688316312723446, "ret_signed_p1m": 0.36688316312723446, "alpha_spy_p1m": 0.32317839149526506, "alpha_c_p1m": 0.3372498605543601, "bench_spy_p1m": 0.0437047716319694, "bench_c_p1m": 0.02963330257287433, "ret_p3m": 0.5909091612805741, "ret_signed_p3m": 0.5909091612805741, "alpha_spy_p3m": 0.48092998965590783, "alpha_c_p3m": 0.5274882881300531, "bench_spy_p3m": 0.1099791716246663, "bench_c_p3m": 0.06342087315052103, "ret_p6m": 1.8928571649738948, "ret_signed_p6m": 1.8928571649738948, "alpha_spy_p6m": 1.7673472561572143, "alpha_c_p6m": 1.7221285275416798, "bench_spy_p6m": 0.12550990881668045, "bench_c_p6m": 0.170728637432215, "ret_p1y": 0.6688311668205551, "ret_signed_p1y": 0.6688311668205551, "alpha_spy_p1y": 0.36681176337698407, "alpha_c_p1y": 0.5109715998756326, "bench_spy_p1y": 0.30201940344357103, "bench_c_p1y": 0.15785956694492254, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.36688316312723446, "alpha_spy_stated": 0.32317839149526506, "alpha_c_stated": 0.3372498605543601, "price_path": [0.263, 0.211, 0.0958, 0.026, -0.0292, -0.0714, -0.2403, -0.1883, -0.1201, -0.0877, -0.1234, -0.1494, -0.1364, -0.0552, -0.0357, -0.0032, 0.0097, -0.039, -0.013, -0.1266, -0.1201, 0.3279, 0.4416, 0.2955, 0.3344, 0.3312, 0.1266, 0.0162, -0.0438, -0.1429, -0.2419, -0.4188, -0.4091, -0.2338, -0.2955, -0.3571, -0.3052, -0.1721, -0.2597, -0.1201, 0.0422, 0.1104, 0.0942, 0.1916, 0.1948, 0.1526, 0.1591, 0.276, 0.5292, 0.5065, 0.4448, 0.0552, -0.0292, -0.026, -0.1266, -0.1461, -0.0812, -0.1266, -0.1234, 0.0519, 0.0682, 0.1461, -0.0065, 0.0, -0.0844, -0.1234, -0.1104, -0.0682, -0.1169, -0.1169, -0.0844, 0.0065, 0.0617, 0.2597, 0.4221, 0.4968, 0.4643, 0.3279, 0.2792, 0.2727, 0.2727, 0.3766, 0.2695, 0.2857, 0.3669, 0.3604, 0.3571, 0.3377, 0.3052, 0.3701, 0.4221, 0.4448, 0.474, 0.4416, 0.4935, 0.4903, 0.4513, 0.4416, 0.3377, 0.3669, 0.3831, 0.3474, 0.2857, 0.263, 0.2662, 0.1916, 0.3409, 0.3831, 0.3312, 0.5097, 0.5357, 0.4968, 0.5487, 0.5357, 0.5455, 0.4448, 0.4708, 0.4416, 0.5162, 0.5325, 0.5552, 0.5325, 0.5974, 0.5519, 0.5584, 0.5519, 0.5909, 0.513, 0.5877, 0.5747, 0.5455, 0.5552, 0.5552, 0.5974, 0.6136, 0.6299, 0.7045, 0.6851, 0.6883, 0.6818, 0.6818, 0.7468, 0.6916, 0.7403, 0.7727, 0.6721, 0.724, 0.737, 1.1234, 1.1104, 1.1981, 1.1623, 1.1558, 1.1558, 1.1753, 1.1494, 1.1006, 1.7078, 1.6071, 1.6623, 1.6753, 1.6623, 1.7597, 1.8669, 1.8474, 2.1104, 1.9935, 2.1169, 1.9968, 1.9221, 1.9968, 2.1948, 2.2727, 2.2175, 2.0617, 2.25, 1.9351, 1.711, 1.6623, 1.7338, 1.6591, 1.7662, 1.961, 1.9903, 1.9188, 1.9351, 2.0779, 1.9805, 1.9513, 1.8929]}
{"unit_id": "thread:1904507224703078770", "ticker_idx": 0, "ts": "2025-03-25T12:14:41+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fantastic execution by the company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SRRK on FDA priority review for apitegromab, praising company execution.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Priority review (and likely approval) for apitegromab &lt;1 year from top line data.  Fantastic execution by the company. \n\nMyostatin 💪🏻 💪🏻 $SRRK $IBIO\n\n https://t.co/4q36xOumoK\n\n---\n\n(Also credit where it’s due to the FDA for pumping through reviews - hopefully this qualifies as an easy one for them)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015925559297912173, "ret_signed_m1d": 0.015925559297912173, "alpha_spy_m1d": 0.018323723627183375, "alpha_c_m1d": 0.002984340188822543, "bench_spy_m1d": -0.002398164329271202, "bench_c_m1d": 0.01294121910908963, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033653815293452016, "ret_signed_p1d": -0.033653815293452016, "alpha_spy_p1d": -0.021715480716777424, "alpha_c_p1d": -0.030005167034882985, "bench_spy_p1d": -0.011938334576674592, "bench_c_p1d": -0.0036486482585690316, "ret_p1w": -0.09675479060887526, "ret_signed_p1w": -0.09675479060887526, "alpha_spy_p1w": -0.07157465670661656, "alpha_c_p1w": -0.08346910523486795, "bench_spy_p1w": -0.025180133902258706, "bench_c_p1w": -0.013285685374007317, "ret_p1m": 0.033052954602349915, "ret_signed_p1m": 0.033052954602349915, "alpha_spy_p1m": 0.08304796402851133, "alpha_c_p1m": 0.08729687627486937, "bench_spy_p1m": -0.04999500942616142, "bench_c_p1m": -0.05424392167251946, "ret_p3m": 0.07602171534837998, "ret_signed_p3m": 0.07602171534837998, "alpha_spy_p3m": 0.01788604745902278, "alpha_c_p3m": 0.1498897368729244, "bench_spy_p3m": 0.0581356678893572, "bench_c_p3m": -0.07386802152454441, "ret_p6m": 0.013221227690668469, "ret_signed_p6m": 0.013221227690668469, "alpha_spy_p6m": -0.14218932874971002, "alpha_c_p6m": 0.06555273081978419, "bench_spy_p6m": 0.1554105564403785, "bench_c_p6m": -0.05233150312911572, "ret_p1y": 0.3284255019857518, "ret_signed_p1y": 0.3284255019857518, "alpha_spy_p1y": 0.1945761605263876, "alpha_c_p1y": 0.30729823773746934, "bench_spy_p1y": 0.13384934145936422, "bench_c_p1y": 0.021127264248282485, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.033052954602349915, "alpha_spy_stated": 0.08304796402851133, "alpha_c_stated": 0.08729687627486937, "price_path": [0.2647, 0.3456, 0.3209, 0.369, 0.3741, 0.3359, 0.2894, 0.2987, 0.3269, 0.3573, 0.2879, 0.2163, 0.2275, 0.2166, 0.28, 0.2479, 0.3317, 0.3191, 0.296, 0.3486, 0.4041, 0.3642, 0.3146, 0.2782, 0.2722, 0.2788, 0.2139, 0.2133, 0.2034, 0.2027, 0.2587, 0.2236, 0.2004, 0.146, 0.1127, 0.1175, 0.1307, 0.1139, 0.1103, 0.1421, 0.1764, 0.1328, 0.1166, 0.0922, 0.1124, 0.0805, 0.1665, 0.0886, 0.1145, 0.0859, 0.0856, 0.0817, 0.0562, 0.0367, 0.0754, 0.0382, 0.0397, 0.0433, 0.018, 0.0207, 0.0108, -0.0069, 0.0159, 0.0, -0.0337, 0.0024, -0.0132, -0.034, -0.0968, -0.0222, -0.0775, -0.1917, -0.2175, -0.2647, -0.1869, -0.2094, -0.1587, -0.1307, -0.0919, -0.1058, -0.076, -0.1043, -0.0493, -0.0228, 0.0331, -0.0141, -0.0484, -0.0153, -0.0111, -0.0156, -0.0111, -0.0213, -0.1193, -0.1076, -0.0688, -0.0784, -0.0246, -0.0565, -0.0823, -0.0736, -0.082, -0.0937, -0.0523, -0.0769, -0.0847, -0.0986, -0.0844, -0.1328, -0.1034, -0.1283, -0.1058, -0.0703, -0.0739, 0.0291, 0.0285, 0.0237, 0.0343, -0.0081, 0.0012, -0.0249, -0.0346, -0.064, 0.0913, 0.0228, 0.0, 0.0039, 0.076, 0.0661, 0.076, 0.0643, 0.0144, 0.0682, 0.0814, 0.0661, 0.0288, 0.1115, 0.1453, 0.125, 0.1596, 0.1647, 0.2365, 0.2879, 0.2236, 0.2356, 0.2013, 0.1932, 0.1752, 0.1704, 0.1145, 0.1199, 0.1367, 0.1133, 0.0925, 0.1115, 0.1112, 0.0401, -0.0566, -0.0398, -0.0547, -0.0325, -0.0391, -0.0297, -0.0562, -0.0529, -0.095, 0.0337, 0.0394, 0.0664, 0.0015, 0.015, 0.0358, 0.0, -0.0189, -0.0048, 0.0331, -0.0252, -0.0562, -0.0511, -0.0511, -0.0613, -0.0433, -0.0484, 0.0117, -0.0282, -0.04, -0.024, -0.0733, -0.021, 0.0141, 0.0132]}
{"unit_id": "quote:1913392458244727034", "ticker_idx": 0, "ts": "2025-04-19T00:41:25+00:00", "symbol": "TARS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TARS is on the limit up list now too", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "TARS on limit-up list; author identifies Megyn Kelly as a potential beneficiary of lotilaner, implying bullish momentum.", "resolved_tickers": ["TARS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Getting around to listening to the interview.\n\n28:18 ➡️ Megyn Kelly has ocular rosacea.  She needs lotilaner so she can get off of doxycycline.  $TARS is on the limit up list now too.\n\nhttps://t.co/hOrQoy4lZa", "reply_text": null, "parent_text": null, "quoted_text": "*clears throat*\n\nBiotech limit up! $XBI $IBB $BBC\n\nGene therapy especially would benefit from this type of attitude as they have recently been crushed by Marks’ departure. \n\nLike @Biohazard3737 was saying yesterday - no evidence that the regulatory bar for most therapies is", "parent_author": null, "ret_m1d": 0.015254621811403357, "ret_signed_m1d": 0.015254621811403357, "alpha_spy_m1d": -0.009128410125288644, "alpha_c_m1d": -0.006771471351149527, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.022026093162552884, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019171311839913274, "ret_signed_p1d": 0.019171311839913274, "alpha_spy_p1d": -0.00684650969124001, "alpha_c_p1d": 0.00038882249728455776, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.018782489342628716, "ret_p1w": 0.024943371285024662, "ret_signed_p1w": 0.024943371285024662, "alpha_spy_p1w": -0.046999595961069174, "alpha_c_p1w": -0.02054217700550809, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.04548554829053275, "ret_p1m": -0.07482987794305163, "ret_signed_p1m": -0.07482987794305163, "alpha_spy_p1m": -0.2285037733715607, "alpha_c_p1m": -0.09089677019874975, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.01606689225569813, "ret_p3m": -0.12719023670232743, "ret_signed_p3m": -0.12719023670232743, "alpha_spy_p3m": -0.35455685299319306, "alpha_c_p3m": -0.1392400837244725, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.012049847022145066, "ret_p6m": 0.46753256863761994, "ret_signed_p6m": 0.46753256863761994, "alpha_spy_p6m": 0.1537020475266062, "alpha_c_p6m": 0.3651224586500803, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.10241010998753963, "ret_p1y": 0.3085962015805319, "ret_signed_p1y": 0.3085962015805319, "alpha_spy_p1y": -0.09126968376438582, "alpha_c_p1y": 0.18473264030105696, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.12386356127947495, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07482987794305163, "alpha_spy_stated": -0.2285037733715607, "alpha_c_stated": -0.09089677019874975, "price_path": [-0.041, -0.0365, -0.0082, 0.0126, 0.0056, 0.0606, 0.0526, 0.094, 0.0666, 0.1082, 0.1161, 0.1235, 0.1738, 0.0992, 0.0915, 0.067, 0.0559, 0.0787, 0.0767, 0.0353, 0.0482, 0.0214, 0.0043, -0.0138, -0.0612, -0.1488, -0.1227, -0.1022, -0.0831, -0.1194, -0.0827, -0.0818, -0.1018, -0.0421, -0.0808, -0.028, -0.0291, -0.0421, -0.0087, -0.021, -0.0482, 0.0214, 0.0289, 0.0301, 0.0794, 0.0581, 0.0515, 0.0441, 0.0666, 0.059, 0.0085, 0.0614, 0.0214, -0.0307, -0.021, -0.08, -0.0544, -0.0905, -0.0429, 0.0043, 0.0126, 0.0181, 0.0153, 0.0, 0.0192, 0.0307, 0.0301, 0.0307, 0.0249, 0.0493, 0.0701, 0.0369, -0.0237, -0.0105, -0.0425, -0.0239, -0.0282, -0.0773, -0.0888, -0.1453, -0.1156, -0.1033, -0.0992, -0.0722, -0.0748, -0.1097, -0.1142, -0.114, -0.1367, -0.1332, -0.1045, -0.1146, -0.0961, -0.0948, -0.1208, -0.0913, -0.0946, -0.1113, -0.1513, -0.1556, -0.1558, -0.1571, -0.1488, -0.1874, -0.1534, -0.162, -0.1631, -0.1466, -0.1713, -0.1686, -0.1682, -0.1649, -0.1756, -0.1662, -0.1517, -0.1769, -0.1818, -0.1488, -0.1515, -0.1923, -0.1439, -0.1635, -0.1435, -0.1466, -0.1084, -0.1305, -0.1272, -0.1297, -0.1251, -0.1445, -0.1394, -0.1725, -0.1754, -0.1998, -0.1587, -0.1361, -0.1517, -0.1416, -0.0115, -0.0136, 0.0322, 0.0588, 0.0868, 0.1161, 0.1175, 0.1257, 0.107, 0.1422, 0.1659, 0.1802, 0.167, 0.2132, 0.1919, 0.1989, 0.2076, 0.2078, 0.1899, 0.1839, 0.188, 0.1727, 0.1645, 0.12, 0.0693, 0.0175, 0.0223, 0.0431, 0.0656, 0.1137, 0.1338, 0.1468, 0.1468, 0.1391, 0.1418, 0.1604, 0.1973, 0.2251, 0.182, 0.2115, 0.3434, 0.3959, 0.4104, 0.4378, 0.4508, 0.4459, 0.45, 0.4395, 0.545, 0.5455, 0.5034, 0.4675]}
{"unit_id": "thread:1942207147749622009", "ticker_idx": 0, "ts": "2025-07-07T13:00:43+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I continue to be baffled by the general idea that $NKTR's Rezpeg won't get significant use... I find it hard to see how people project anything less than $500M in peak sales for Rezpeg. In my opinion, it could actually go much higher than that", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish NKTR/Rezpeg on unique MoA and large AtD market ($500M+ peak sales); cautious on APGE due to concerning conjunctivitis safety signal and unproven competitiveness.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Getting plenty of questions about $APGE data and their relation to $NKTR this morning.  Next two slides breaking that down (then some extras at the end):\n\n---\n\n$APGE Data\n\n✅The EASI75 delta of 42.5% is good!  This was the first thing everyone was going to look for, and it came in at the high end of the range that Lebri has shown in its studies, and higher than Lebri's avg overall.\n      ↪️So the \"higher exposure higher efficacy\" theory looks plausible if you're just looking at EASI 75.  However...\n\n⚠️The EASI90 delta of 19.2% looks worse than *both* Dupi and Lebri (28% and 26% respectively by my numbers). \n      ↪️Despite EASI75 being higher by a few percentage points, EASI90 looks worse by 8-10%.  What would explain this?  Which endpoint is \"wrong\"?  Will EASI75 come down in future studies to more closely match EASI90, or will EASI90 go up?\n\n❌The Conjunctivitis rate is the potential big problem here for $APGE.  Their non-infectious conjunctivitis rate is *5x higher* than Dupi's was in its phase 3 studies.  $APGE's overall conjunctivitis rate is >2x higher than Lebri's P3s.\n      ↪️Conjunctivitis is an AE that frequently leads to drug discontinuation in the real world, *unlike* ISRs.  I have changed *many* patients from dupi to other treatments due to conjunctivitis in the real world, but as far as I recall, never *anyone* for having ISRs.  If this conjunctivitis rate is recreated in $APGE's P3, it will be a problem for them.\n\n👉Overall Summary for APGE:  The EASI75 delta came in at the high end of expectations, which is great!  However, EASI90 rate being worse than dupi/lebri comps calls into question the validity of this discordant efficacy signal.  Furthermore, the conjunctivitis rate came in at what was probably a \"worst case scenario\" range, with 2-5x higher rates than comps.  Sparser dosing will be a differentiator for this drug no matter what, but the rest of the profile will matter, and its competitiveness still remains to be proven in larger studies.\n\n---\n\nWhat do $APGE results mean for $NKTR\n\n🤷‍♂️To be honest, I never saw $APGE results impacting $NKTR dramatically either way, positive or negative.  Why?  Because $APGE is only testing drugs with MoAs that are already on the market/ahead of them.  APG777 will be the 4th IL4/13 inhibitor to market.\n      ↪️The entire reason we will use $NKTR's Rezpeg to begin with is because it has a differentiated mechanism of action.  Nobody is replacing IL4/13 for first line in AtD.  This is established - we know this.  $NKTR's niche was already meant for being used in patients who either didn't respond or had AEs on IL4/13 drugs.  This is no different with $APGE's results, good or bad.  I'm still going to want to use a DIFFERENT MoA in patients who fail IL4/13 inhibitors, not hit them with the same MoA again!  Rezpeg's target use doesn't change at all.\n            ↪️Note that the same actually applies to $APGE's P1 drug that combines IL13+Ox40.  Those MoAs will both already be on the market years from now when (if) that drug gets approved.  Rezpeg will still be the ONLY drug on the market with a unique MoA (apart from crappy Nemluvio), and its use-case will remain the same.\n\nSo, to summarize:  $APGE's data are mixed positive.  But with a me-four MoA, the data could've been fantastic or horrific, and it still wouldn't have changed the outlook for $NKTR's Rezpeg, as its use case will always be solid efficacy with a different MoA.\n\n---\n\nExtra Point on ISRs:  $APGE $NKTR\n\nThe ISR rate for Dupilumab in phase 3 was 11%...that's almost 4x higher than Dupi's rate of conjunctivitis in those studies (3%)!\n\nYet, despite occurring at a much lower rate, ***conjunctivitis is the AE that everyone talks about with dupi!***\n\nThis is because patients are actually VERY bothered by conjunctivitis (redness and inflammation of the eyes), whereas ISRs are almost always a meaningless side effect to patients - a nuisance at most. \n\nThis is reflected in my real world practice, in which I have LITERALLY NEVER had to switch a patient off of a biologic drug (for any indication!) due to ISRs (EVER!), but I have had to change treatment plans for *many* Dupi patients who were having conjunctivitis. \n\nAgain, everyone knows dupi's main AE is conjunctivitis...despite the fact that Dupi's ISR rate is much higher.  What gives?  Conjunctivitis is a bothersome AE, while nobody actually cares about having mild ISRs!  People making a huge fuss out of $NKTR's ISR rate either don't understand what this AE is like in the real world or have been paying to much attention to $LLY's legal team!\n\n---\n\nBonus Point on AtD Market:  $NKTR $APGE $REGN $LLY\n\nThis market is ***GARGANTUAN***\n\nIn fact, you could argue that Atopic dermatitis is the single largest indication in ALL of I&I!\n\n👉I will continue to draw comparisons to the MUCH smaller psoriasis market, where MANY more drugs currently exist and where response rates are MUCH higher than they are in atopic dermatitis (meaning there is less overall need for different drugs, because patients don't as often need to cycle through new drugs due to having failed what they're already on.  The higher \"cycle rate\" in atopic derm is GREAT for late market entrants, because it keeps the TAM big and churning!).\n\nPsoriasis, as a much smaller market, with much higher response rates, still supports more than double the number of drugs we have in AtD, and many of those psoriasis drugs even have overlapping MoAs (like $APGE has with dupi/lebri/tralo).\n\nI continue to be baffled by the general idea that $NKTR's Rezpeg won't get *significant* use.  Its efficacy matches that of the upcoming Ox40 class, and aside from Nemluvio (whose efficacy data are utterly horrendous) $NKTR's Rezpeg will be the ONLY drug on the market with its IL-2/T-Reg MoA!  This drug will be used, and, in my opinion, used frequently.   \n\nHonestly, at this rate with the way the AtD market is growing (remember, AtD is a much younger market than IBD, RA, and psoriasis, and AtD is still growing fast), I find it hard to see how people project anything less than $500M in peak sales for Rezpeg.  In my opinion, it could actually go much higher than that, especially if their sparse dosing shot on goal plays out.  \n\nHow anyone could look at the size of this market and the uniqueness of $NKTR's asset and *not* see how rezpeg could do at least $500M here is...pretty surprising to me!\n\nBut hey, inefficient markets are what create opportunities! 😎", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.054963824169919295, "ret_signed_m1d": 0.054963824169919295, "alpha_spy_m1d": 0.04745590343434536, "alpha_c_m1d": 0.04647919921641086, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.008484624953508435, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03152960344132183, "ret_signed_p1d": -0.03152960344132183, "alpha_spy_p1d": -0.03098186814630932, "alpha_c_p1d": -0.03606964627629916, "bench_spy_p1d": -0.0005477352950125081, "bench_c_p1d": 0.004540042834977331, "ret_p1w": 0.040051153027633735, "ret_signed_p1w": 0.040051153027633735, "alpha_spy_p1w": 0.03339729767310118, "alpha_c_p1w": 0.035064514655321455, "bench_spy_p1w": 0.006653855354532556, "bench_c_p1w": 0.00498663837231228, "ret_p1m": -0.03877289620943092, "ret_signed_p1m": -0.03877289620943092, "alpha_spy_p1m": -0.05051803514568509, "alpha_c_p1m": -0.02492958497847353, "bench_spy_p1m": 0.011745138936254174, "bench_c_p1m": -0.01384331123095739, "ret_p3m": 1.5798892632522334, "ret_signed_p3m": 1.5798892632522334, "alpha_spy_p3m": 1.4987114921779465, "alpha_c_p3m": 1.4971094096578008, "bench_spy_p3m": 0.08117777107428692, "bench_c_p3m": 0.08277985359443263, "ret_p6m": 0.8947593745944242, "ret_signed_p6m": 0.8947593745944242, "alpha_spy_p6m": 0.7803938556895529, "alpha_c_p6m": 0.7306311430034615, "bench_spy_p6m": 0.11436551890487134, "bench_c_p6m": 0.16412823159096268, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03877289620943092, "alpha_spy_stated": -0.05051803514568509, "alpha_c_stated": -0.02492958497847353, "price_path": [-0.6165, -0.6485, -0.6868, -0.6868, -0.6741, -0.6804, -0.6037, -0.6165, -0.591, -0.6101, -0.591, -0.5974, -0.5782, -0.559, -0.5271, -0.5015, -0.5143, -0.5271, -0.4887, -0.5015, -0.5207, -0.559, -0.591, -0.6101, -0.6037, -0.6229, -0.5462, -0.5462, -0.5398, -0.5654, -0.559, -0.5526, -0.559, -0.5974, -0.5782, -0.5846, -0.5718, -0.5526, -0.5271, -0.5398, -0.4887, -0.5207, -0.5207, -0.5718, -0.5718, -0.6255, -0.5164, -0.5931, -0.6268, -0.634, -0.6059, -0.628, -0.6331, -0.6374, -0.5935, 0.0418, 0.2407, 0.2646, 0.0976, 0.101, 0.0477, 0.0878, 0.055, 0.0, -0.0315, -0.0047, 0.0695, 0.0656, 0.0401, 0.0141, 0.0285, 0.1363, 0.0626, 0.0562, 0.043, 0.0652, 0.0473, 0.0652, 0.0077, -0.0239, -0.0597, -0.0763, -0.0217, -0.0085, -0.0388, -0.0435, -0.0733, -0.0175, -0.0426, 0.0055, 0.0959, 0.1372, 0.1615, 0.1687, 0.1385, 0.1483, 0.193, 0.1517, 0.1564, 0.2262, 0.2476, 0.2501, 0.2723, 0.2395, 0.2164, 0.533, 0.712, 0.8888, 1.0695, 1.0528, 1.0111, 1.0741, 1.0882, 1.1257, 1.176, 1.5036, 1.3494, 1.5092, 1.5394, 1.5705, 1.3698, 1.4925, 1.5104, 1.4244, 1.5075, 1.5778, 1.5799, 1.5535, 1.4712, 1.4099, 1.3707, 1.3153, 1.4457, 1.432, 1.4239, 1.3417, 1.4614, 1.6839, 1.53, 1.6323, 1.7115, 1.5607, 1.666, 1.5957, 1.5407, 1.6758, 1.7665, 1.553, 1.3869, 1.3119, 1.3485, 1.3847, 1.47, 1.5249, 1.4572, 1.2987, 1.415, 1.5386, 1.5211, 1.5714, 1.3481, 1.3127, 1.4985, 1.5714, 1.7989, 1.7784, 1.6037, 1.337, 1.4342, 1.458, 1.4244, 1.4406, 1.5045, 1.4602, 1.1781, 1.3306, 1.271, 1.0946, 0.9357, 0.8747, 0.9957, 0.8526, 0.8943, 0.8722, 0.8956, 0.8206, 0.7853, 0.8014, 0.85, 0.8948]}
{"unit_id": "orig:1921943935221367224", "ticker_idx": 0, "ts": "2025-05-12T15:01:56+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY wins.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LLY wins on superior drugs; NVO and CVS criticized for deals blocking better treatments, implying bearish on both.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "Hey $NVO and $CVS, in the future maybe you don’t make deals that intentionally prevent patients from getting objectively superior drugs?\n\n$LLY wins. https://t.co/rsKE2sXwIU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.027793562925786275, "ret_signed_m1d": -0.027793562925786275, "alpha_spy_m1d": 0.004196568705545745, "alpha_c_m1d": 0.004196568705545745, "bench_spy_m1d": -0.03199013163133202, "bench_c_m1d": -0.03199013163133202, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012586371887145509, "ret_signed_p1d": -0.012586371887145509, "alpha_spy_p1d": -0.0191903395760733, "alpha_c_p1d": -0.0191903395760733, "bench_spy_p1d": 0.006603967688927792, "bench_c_p1d": 0.006603967688927792, "ret_p1w": 0.001439779404470043, "ret_signed_p1w": 0.001439779404470043, "alpha_spy_p1w": -0.018903698259098656, "alpha_c_p1w": -0.018903698259098656, "bench_spy_p1w": 0.0203434776635687, "bench_c_p1w": 0.0203434776635687, "ret_p1m": 0.07239232366554038, "ret_signed_p1m": 0.07239232366554038, "alpha_spy_p1m": 0.04088227598201444, "alpha_c_p1m": 0.04088227598201444, "bench_spy_p1m": 0.031510047683525944, "bench_c_p1m": 0.031510047683525944, "ret_p3m": -0.15197702287498238, "ret_signed_p3m": -0.15197702287498238, "alpha_spy_p3m": -0.25763933806867323, "alpha_c_p3m": -0.25763933806867323, "bench_spy_p3m": 0.10566231519369085, "bench_c_p3m": 0.10566231519369085, "ret_p6m": 0.28479027373661236, "ret_signed_p6m": 0.28479027373661236, "alpha_spy_p6m": 0.10921374302578446, "alpha_c_p6m": 0.10921374302578446, "bench_spy_p6m": 0.1755765307108279, "bench_c_p6m": 0.1755765307108279, "ret_p1y": 0.3543031201116933, "ret_signed_p1y": 0.3543031201116933, "alpha_spy_p1y": 0.06642590864140274, "alpha_c_p1y": 0.06642590864140274, "bench_spy_p1y": 0.28787721147029055, "bench_c_p1y": 0.28787721147029055, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07239232366554038, "alpha_spy_stated": 0.04088227598201444, "alpha_c_stated": 0.04088227598201444, "price_path": [0.148, 0.1429, 0.1534, 0.1519, 0.1174, 0.1345, 0.1475, 0.1556, 0.1563, 0.1665, 0.1935, 0.211, 0.198, 0.2185, 0.2305, 0.2058, 0.2305, 0.208, 0.1509, 0.0982, 0.0906, 0.0877, 0.061, 0.0766, 0.0916, 0.0886, 0.1078, 0.1151, 0.1085, 0.1447, 0.1281, 0.0942, 0.0875, 0.0886, 0.0931, 0.0657, 0.0829, 0.0444, -0.023, -0.0421, -0.0388, -0.0025, -0.0459, -0.0307, -0.0016, 0.0021, -0.0274, 0.1117, 0.0827, 0.0953, 0.0977, 0.1379, 0.1707, 0.1611, 0.1716, 0.1898, 0.051, 0.0901, 0.0872, 0.0259, 0.028, -0.0055, -0.0278, 0.0, -0.0126, -0.053, -0.0295, 0.0045, 0.0014, -0.0093, -0.0386, -0.0515, -0.0535, -0.0382, -0.0459, -0.0417, -0.0217, -0.0092, -0.0043, 0.0157, 0.0155, 0.021, 0.0261, 0.0705, 0.0724, 0.0769, 0.0866, 0.071, 0.0494, 0.0411, 0.0115, 0.022, 0.0319, 0.0508, 0.0545, 0.0284, 0.0338, 0.029, 0.0335, 0.0353, 0.025, 0.0313, 0.0436, 0.0486, 0.0517, 0.0601, 0.0235, 0.0474, 0.0099, 0.0235, 0.0108, 0.0297, 0.0595, 0.0682, 0.0778, 0.0717, 0.0118, 0.008, -0.0185, 0.011, 0.0199, 0.0158, -0.0102, -0.1501, -0.1703, -0.1576, -0.152, -0.124, -0.0923, -0.068, -0.0722, -0.0653, -0.0624, -0.0566, -0.0541, -0.0758, -0.0217, -0.0242, -0.0271, -0.0263, -0.0228, -0.0193, -0.0126, -0.0334, -0.0183, -0.0023, 0.003, 0.0052, 0.004, -0.0056, 0.0164, 0.0103, 0.014, -0.0005, 0.0034, -0.0072, -0.014, -0.0502, -0.037, -0.0344, 0.0141, 0.0971, 0.0897, 0.1163, 0.1232, 0.1213, 0.1241, 0.1369, 0.1078, 0.0891, 0.0797, 0.0986, 0.0891, 0.0671, 0.0752, 0.0627, 0.0798, 0.0913, 0.0971, 0.0984, 0.09, 0.0813, 0.1225, 0.1469, 0.1916, 0.2053, 0.2305, 0.246, 0.2286, 0.2848]}
{"unit_id": "reply:1952470109122891782", "ticker_idx": 0, "ts": "2025-08-04T20:42:03+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Being able to short it at $57 right now is, IMO, a gift.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short HIMS at $57; GLP-1 business is a house of cards with major legal/regulatory risk from NVO.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KNielsen2000 It’s a major house of cards now if there’s any threat to the GLP-1 business that’s barely keeping them afloat.  Being able to short it at $57 right now is, IMO, a gift.  Time will tell!", "reply_text": null, "parent_text": "@A_May_MD This is one of the few times I regret not being able to short a US stock (not possible through my trading platform) \n\nIt’s only a matter of time before NVO will sue their pants off. And it’s so obviously that they can’t hide behind 503A since medicin has to be individually", "quoted_text": null, "parent_author": "ResearchPulse1", "ret_m1d": 0.14103022247476416, "ret_signed_m1d": -0.14103022247476416, "alpha_spy_m1d": -0.13593446099578843, "alpha_c_m1d": -0.13593446099578843, "bench_spy_m1d": 0.005095761478975724, "bench_c_m1d": 0.005095761478975724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07907059354201718, "ret_signed_p1d": 0.07907059354201718, "alpha_spy_p1d": 0.08673025398706058, "alpha_c_p1d": 0.08673025398706058, "bench_spy_p1d": 0.007659660445043404, "bench_c_p1d": 0.007659660445043404, "ret_p1w": -0.13616717058643069, "ret_signed_p1w": 0.13616717058643069, "alpha_spy_p1w": 0.15960792889517328, "alpha_c_p1w": 0.15960792889517328, "bench_spy_p1w": 0.023440758308742593, "bench_c_p1w": 0.023440758308742593, "ret_p1m": -0.13346541401866874, "ret_signed_p1m": 0.13346541401866874, "alpha_spy_p1m": 0.16714525860845864, "alpha_c_p1m": 0.16714525860845864, "bench_spy_p1m": 0.0336798445897899, "bench_c_p1m": 0.0336798445897899, "ret_p3m": -0.2004683172973365, "ret_signed_p3m": 0.2004683172973365, "alpha_spy_p3m": 0.2916582140613402, "alpha_c_p3m": 0.2916582140613402, "bench_spy_p3m": 0.09118989676400369, "bench_c_p3m": 0.09118989676400369, "ret_p6m": -0.5605187424828582, "ret_signed_p6m": 0.5605187424828582, "alpha_spy_p6m": 0.65949752648916, "alpha_c_p6m": 0.65949752648916, "bench_spy_p6m": 0.09897878400630189, "bench_c_p6m": 0.09897878400630189, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13346541401866874, "alpha_spy_stated": 0.16714525860845864, "alpha_c_stated": 0.16714525860845864, "price_path": [-0.2457, -0.109, -0.0571, -0.0742, -0.0641, -0.0056, 0.1527, 0.1009, 0.0551, 0.1644, 0.1228, 0.1025, 0.0447, -0.036, -0.0124, -0.0389, -0.0393, -0.0562, 0.0187, 0.0225, -0.0142, -0.0344, -0.0495, 0.0146, 0.0241, -0.0049, 0.0367, 0.0294, -0.0007, 0.0767, 0.067, 0.1, 0.1567, -0.2439, -0.2264, -0.2541, -0.1664, -0.1101, -0.1021, -0.1362, -0.1452, -0.1358, -0.1279, -0.1182, -0.0771, -0.0946, -0.1374, -0.0629, -0.0911, -0.0661, -0.0996, -0.0926, -0.1427, -0.0992, 0.045, 0.0324, 0.0384, 0.0569, 0.0856, 0.1803, 0.192, 0.1266, 0.141, 0.0, -0.0791, -0.0805, -0.0645, -0.0998, -0.1362, -0.1295, -0.1511, -0.1711, -0.1877, -0.2403, -0.2187, -0.2082, -0.1972, -0.2257, -0.1832, -0.2073, -0.2053, -0.2372, -0.252, -0.1992, -0.1335, -0.1281, -0.1059, -0.1392, -0.1394, -0.0677, -0.0004, -0.0281, -0.0834, -0.0931, 0.0122, 0.0414, 0.0393, 0.0086, -0.0409, -0.0117, 0.0519, 0.0648, 0.0216, 0.0142, 0.0423, -0.0537, -0.0137, 0.0441, 0.0477, 0.0492, -0.0283, -0.0142, -0.027, 0.1304, 0.0654, -0.1034, -0.0749, -0.111, -0.1452, -0.1266, -0.1214, -0.1313, -0.1513, -0.1601, -0.2064, -0.1812, -0.2005, -0.2293, -0.2124, -0.2522, -0.261, -0.2606, -0.284, -0.2972, -0.3507, -0.3339, -0.3591, -0.3469, -0.3546, -0.3945, -0.3748, -0.3195, -0.332, -0.3084, -0.2839, -0.3244, -0.346, -0.3323, -0.2792, -0.2939, -0.2954, -0.2828, -0.3177, -0.3197, -0.3298, -0.3471, -0.3361, -0.3701, -0.3737, -0.3595, -0.3687, -0.3732, -0.3755, -0.382, -0.3858, -0.4049, -0.4152, -0.3982, -0.3748, -0.3613, -0.3613, -0.3899, -0.4292, -0.4175, -0.42, -0.4359, -0.4375, -0.4348, -0.4512, -0.4796, -0.4503, -0.4665, -0.4546, -0.4654, -0.4836, -0.462, -0.5121, -0.5238, -0.54, -0.5605]}
{"unit_id": "reply:1937563695233880571", "ticker_idx": 0, "ts": "2025-06-24T17:29:17+00:00", "symbol": "VYNE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Am long", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses long position in VYNE.", "resolved_tickers": ["VYNE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@f8434784752 @jeremyj0916 Am long", "reply_text": null, "parent_text": "@jeremyj0916 @A_May_MD I would also be keen to know what you think about VYNE, Adam.", "quoted_text": null, "parent_author": "f8434784752", "ret_m1d": -0.13773582635209203, "ret_signed_m1d": -0.13773582635209203, "alpha_spy_m1d": -0.1268093471609657, "alpha_c_m1d": -0.12562650799446706, "bench_spy_m1d": -0.010926479191126326, "bench_c_m1d": -0.012109318357624965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.29245290445577354, "ret_signed_p1d": 0.29245290445577354, "alpha_spy_p1d": 0.29189252003409427, "alpha_c_p1d": 0.291555840883152, "bench_spy_p1d": 0.0005603844216792719, "bench_c_p1d": 0.000897063572621537, "ret_p1w": 0.6698113928998943, "ret_signed_p1w": 0.6698113928998943, "alpha_spy_p1w": 0.6518970928658034, "alpha_c_p1w": 0.6479095927068246, "bench_spy_p1w": 0.01791430003409089, "bench_c_p1w": 0.021901800193069754, "ret_p1m": 0.26415104312632454, "ret_signed_p1m": 0.26415104312632454, "alpha_spy_p1m": 0.21859911227145656, "alpha_c_p1m": 0.2493506495922535, "bench_spy_p1m": 0.04555193085486797, "bench_c_p1m": 0.014800393534071032, "ret_p3m": -0.6849056514653071, "ret_signed_p3m": -0.6849056514653071, "alpha_spy_p3m": -0.7809352007087575, "alpha_c_p3m": -0.7132078685318144, "bench_spy_p3m": 0.09602954924345042, "bench_c_p3m": 0.028302217066507263, "ret_p6m": -0.45660376764353816, "ret_signed_p6m": -0.45660376764353816, "alpha_spy_p6m": -0.5917069597396567, "alpha_c_p6m": -0.6277399037420857, "bench_spy_p6m": 0.13510319209611854, "bench_c_p6m": 0.1711361360985475, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.26415104312632454, "alpha_spy_stated": 0.21859911227145656, "alpha_c_stated": 0.2493506495922535, "price_path": [0.6509, 0.6415, 0.6132, 0.6792, 0.6038, 0.4906, 0.4434, 0.5472, 0.5755, 0.4717, 0.4528, 0.4245, 0.5283, 0.3962, 0.467, 0.6509, 0.717, 0.7028, 0.7453, 0.6887, 0.7547, 0.7358, 0.7736, 0.3491, 0.3585, 0.3302, 0.2547, 0.2642, 0.2925, 0.3491, 0.2736, 0.2925, 0.2264, 0.2264, 0.1792, 0.2358, 0.1887, 0.1792, 0.1509, 0.1509, 0.0849, -0.0566, -0.0566, -0.0189, -0.0566, -0.0802, -0.0896, -0.1038, -0.1245, -0.0585, -0.066, -0.0566, -0.0566, -0.0953, -0.0943, -0.1302, -0.1604, -0.1519, -0.1406, -0.133, -0.1132, -0.1604, -0.1377, 0.0, 0.2925, 0.5283, 0.3396, 0.5566, 0.6698, 0.4245, 0.3443, 0.217, 0.3019, 0.3585, 0.3019, 0.3396, 0.2547, 0.217, 0.1887, 0.1321, 0.0943, 0.1415, 0.0566, 0.3679, 0.2642, 0.3774, 0.3679, 0.3585, -0.6245, -0.6547, -0.667, -0.6557, -0.6604, -0.6557, -0.6443, -0.6632, -0.6783, -0.6717, -0.6717, -0.6698, -0.6689, -0.6755, -0.6858, -0.6915, -0.6953, -0.6849, -0.6934, -0.7, -0.6925, -0.6887, -0.6972, -0.6953, -0.7, -0.7066, -0.7179, -0.7245, -0.7292, -0.7104, -0.7019, -0.7066, -0.7113, -0.7113, -0.7132, -0.7075, -0.7132, -0.6981, -0.6849, -0.6953, -0.7019, -0.6868, -0.6896, -0.684, -0.6802, -0.6953, -0.6491, -0.6604, -0.617, -0.5943, -0.6104, -0.6509, -0.6528, -0.6321, -0.6425, -0.6594, -0.6434, -0.6453, -0.6575, -0.6698, -0.6509, -0.6481, -0.6594, -0.6679, -0.6726, -0.6547, -0.6642, -0.6736, -0.6906, -0.6811, -0.667, -0.6679, -0.6575, -0.6623, -0.6679, -0.6519, -0.6472, -0.65, -0.6406, -0.6604, -0.6717, -0.6679, -0.6557, -0.6387, -0.6453, -0.6368, -0.6557, -0.6623, -0.6462, -0.6472, -0.6509, -0.6472, -0.6443, -0.6189, -0.6179, -0.6453, -0.6604, -0.6198, -0.434, -0.4481, -0.4472, -0.4566]}
{"unit_id": "thread:1927843899457826960", "ticker_idx": 0, "ts": "2025-05-28T21:46:17+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Stock deserves ATLs.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA; stock deserves all-time lows amid Plasma Guy/Cathie Wood value destruction narrative.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NTLA Intellia Plasma Guy story would be such a hard one to explain to non-biotwitter people in a way that they’d truly appreciate it for the spectacle that it’s been.\n\n---\n\nOh my https://t.co/7MV35zh72c\n\n---\n\n$NTLA Plasma Guy + Cathie Wood \n\nThe Shaq &amp; Kobe of biotech value destruction\n\nhttps://t.co/wo1dJ58Lf5 https://t.co/hgPXYTN8sQ\n\n---\n\nCan someone not blocked ask Tony what comes after grade 4? https://t.co/ekWjD4n968\n\n---\n\nDisgusting.  Stock deserves ATLs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.2966443080170986, "ret_signed_m1d": -0.2966443080170986, "alpha_spy_m1d": -0.30057622926160976, "alpha_c_m1d": -0.3032928232043345, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.0066485151872358594, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07785234074566583, "ret_signed_p1d": 0.07785234074566583, "alpha_spy_p1d": 0.07673372992100813, "alpha_c_p1d": 0.07996783606538627, "bench_spy_p1d": -0.0011186108246576953, "bench_c_p1d": 0.0021154953197204396, "ret_p1w": 0.017449680237473952, "ret_signed_p1w": -0.017449680237473952, "alpha_spy_p1w": -0.01236547655589737, "alpha_c_p1w": -0.011783288064607156, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.0056663921728667965, "ret_p1m": 0.2590604502802203, "ret_signed_p1m": -0.2590604502802203, "alpha_spy_p1m": -0.20885020200505133, "alpha_c_p1m": -0.23583998795255834, "bench_spy_p1m": 0.050210248275168956, "bench_c_p1m": 0.02322046232766195, "ret_p3m": 0.5570470709332733, "ret_signed_p3m": -0.5570470709332733, "alpha_spy_p3m": -0.45402473427652046, "alpha_c_p3m": -0.5213769966791413, "bench_spy_p3m": 0.10302233665675287, "bench_c_p3m": 0.035670074254132045, "ret_p6m": 0.14362425179767624, "ret_signed_p6m": -0.14362425179767624, "alpha_spy_p6m": 0.014886489499129851, "alpha_c_p6m": 0.0644765851307123, "bench_spy_p6m": 0.1585107412968061, "bench_c_p6m": 0.20810083692838854, "ret_p1y": 0.8429530058727137, "ret_signed_p1y": -0.8429530058727137, "alpha_spy_p1y": -0.5426640069339463, "alpha_c_p1y": -0.7060790858266794, "bench_spy_p1y": 0.30028899893876737, "bench_c_p1y": 0.13687392004603427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2590604502802203, "alpha_spy_stated": -0.20885020200505133, "alpha_c_stated": -0.23583998795255834, "price_path": [0.4577, 0.3544, 0.2685, 0.2208, 0.257, 0.3289, 0.3893, 0.2698, 0.2483, 0.2913, 0.2376, 0.2268, 0.2859, 0.2336, 0.2483, 0.1678, 0.2081, 0.2497, 0.1718, 0.1154, 0.1275, 0.0832, -0.0456, -0.1067, -0.0201, -0.0752, -0.1101, -0.1221, -0.157, -0.0497, -0.0913, -0.0054, 0.0067, -0.0121, -0.0792, -0.0295, 0.0631, 0.1154, 0.0859, 0.098, 0.1154, 0.1383, 0.1007, 0.1906, 0.1597, 0.1866, 0.1329, -0.0268, -0.0215, 0.1114, 0.0899, 0.1477, 0.1168, 0.0577, 0.0839, 0.1409, 0.2161, 0.298, 0.2349, 0.2698, 0.2295, 0.2517, 0.2966, 0.0, -0.0779, -0.0389, 0.0322, 0.0295, 0.0174, 0.0859, 0.1114, 0.1369, 0.1235, 0.1208, 0.1154, 0.2027, 0.2859, 0.2886, 0.2349, 0.2389, 0.2846, 0.2832, 0.2899, 0.2832, 0.2591, 0.3262, 0.4403, 0.4416, 0.3758, 0.4926, 0.6282, 0.6322, 0.5483, 0.604, 0.5409, 0.6054, 0.5879, 0.6188, 0.6953, 0.8107, 0.9114, 0.7154, 0.8248, 0.7597, 0.6779, 0.655, 0.5624, 0.5423, 0.6268, 0.5544, 0.5262, 0.5383, 0.4483, 0.4416, 0.4577, 0.4765, 0.4631, 0.4752, 0.4403, 0.3812, 0.3705, 0.3591, 0.4121, 0.5275, 0.5248, 0.5329, 0.557, 0.5242, 0.5302, 0.5718, 0.5597, 0.6188, 0.5893, 0.5946, 0.5154, 0.5329, 0.5329, 0.553, 0.647, 0.6658, 1.1624, 1.0926, 1.3168, 1.2926, 1.3839, 1.2295, 1.1893, 1.2711, 1.3181, 1.5181, 1.7436, 1.6792, 1.757, 1.7436, 2.2846, 2.4174, 2.2913, 2.1893, 2.2081, 2.4805, 2.3436, 2.3221, 2.7557, 2.6201, 2.2993, 2.4752, 2.4362, 0.9852, 0.8738, 0.7611, 0.6463, 0.694, 0.7544, 0.6376, 0.8215, 0.6537, 0.2779, 0.306, 0.3664, 0.2738, 0.1638, 0.1678, 0.1383, 0.1369, 0.106, 0.0792, 0.102, 0.1208, 0.1477, 0.1436]}
{"unit_id": "orig:1952804604451930123", "ticker_idx": 0, "ts": "2025-08-05T18:51:13+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is the single biggest perpetrator of this scam. $NVO finally going to come after them.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS: Novo Nordisk is targeting their personalization compounding scheme, expects legal/regulatory pressure.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "@C769440982 If you actually think novo is not going to go after HIMS while specifically saying they’re targeting the personalization scheme there is no getting through to you 😂 \n\n$HIMS is the single biggest perpetrator of this scam.  $NVO finally going to come after them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.14103022247476416, "ret_signed_m1d": -0.14103022247476416, "alpha_spy_m1d": -0.13593446099578843, "alpha_c_m1d": -0.13593446099578843, "bench_spy_m1d": 0.005095761478975724, "bench_c_m1d": 0.005095761478975724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07907059354201718, "ret_signed_p1d": 0.07907059354201718, "alpha_spy_p1d": 0.08673025398706058, "alpha_c_p1d": 0.08673025398706058, "bench_spy_p1d": 0.007659660445043404, "bench_c_p1d": 0.007659660445043404, "ret_p1w": -0.13616717058643069, "ret_signed_p1w": 0.13616717058643069, "alpha_spy_p1w": 0.15960792889517328, "alpha_c_p1w": 0.15960792889517328, "bench_spy_p1w": 0.023440758308742593, "bench_c_p1w": 0.023440758308742593, "ret_p1m": -0.13346541401866874, "ret_signed_p1m": 0.13346541401866874, "alpha_spy_p1m": 0.16714525860845864, "alpha_c_p1m": 0.16714525860845864, "bench_spy_p1m": 0.0336798445897899, "bench_c_p1m": 0.0336798445897899, "ret_p3m": -0.2004683172973365, "ret_signed_p3m": 0.2004683172973365, "alpha_spy_p3m": 0.2916582140613402, "alpha_c_p3m": 0.2916582140613402, "bench_spy_p3m": 0.09118989676400369, "bench_c_p3m": 0.09118989676400369, "ret_p6m": -0.5605187424828582, "ret_signed_p6m": 0.5605187424828582, "alpha_spy_p6m": 0.65949752648916, "alpha_c_p6m": 0.65949752648916, "bench_spy_p6m": 0.09897878400630189, "bench_c_p6m": 0.09897878400630189, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13346541401866874, "alpha_spy_stated": 0.16714525860845864, "alpha_c_stated": 0.16714525860845864, "price_path": [-0.2457, -0.109, -0.0571, -0.0742, -0.0641, -0.0056, 0.1527, 0.1009, 0.0551, 0.1644, 0.1228, 0.1025, 0.0447, -0.036, -0.0124, -0.0389, -0.0393, -0.0562, 0.0187, 0.0225, -0.0142, -0.0344, -0.0495, 0.0146, 0.0241, -0.0049, 0.0367, 0.0294, -0.0007, 0.0767, 0.067, 0.1, 0.1567, -0.2439, -0.2264, -0.2541, -0.1664, -0.1101, -0.1021, -0.1362, -0.1452, -0.1358, -0.1279, -0.1182, -0.0771, -0.0946, -0.1374, -0.0629, -0.0911, -0.0661, -0.0996, -0.0926, -0.1427, -0.0992, 0.045, 0.0324, 0.0384, 0.0569, 0.0856, 0.1803, 0.192, 0.1266, 0.141, 0.0, -0.0791, -0.0805, -0.0645, -0.0998, -0.1362, -0.1295, -0.1511, -0.1711, -0.1877, -0.2403, -0.2187, -0.2082, -0.1972, -0.2257, -0.1832, -0.2073, -0.2053, -0.2372, -0.252, -0.1992, -0.1335, -0.1281, -0.1059, -0.1392, -0.1394, -0.0677, -0.0004, -0.0281, -0.0834, -0.0931, 0.0122, 0.0414, 0.0393, 0.0086, -0.0409, -0.0117, 0.0519, 0.0648, 0.0216, 0.0142, 0.0423, -0.0537, -0.0137, 0.0441, 0.0477, 0.0492, -0.0283, -0.0142, -0.027, 0.1304, 0.0654, -0.1034, -0.0749, -0.111, -0.1452, -0.1266, -0.1214, -0.1313, -0.1513, -0.1601, -0.2064, -0.1812, -0.2005, -0.2293, -0.2124, -0.2522, -0.261, -0.2606, -0.284, -0.2972, -0.3507, -0.3339, -0.3591, -0.3469, -0.3546, -0.3945, -0.3748, -0.3195, -0.332, -0.3084, -0.2839, -0.3244, -0.346, -0.3323, -0.2792, -0.2939, -0.2954, -0.2828, -0.3177, -0.3197, -0.3298, -0.3471, -0.3361, -0.3701, -0.3737, -0.3595, -0.3687, -0.3732, -0.3755, -0.382, -0.3858, -0.4049, -0.4152, -0.3982, -0.3748, -0.3613, -0.3613, -0.3899, -0.4292, -0.4175, -0.42, -0.4359, -0.4375, -0.4348, -0.4512, -0.4796, -0.4503, -0.4665, -0.4546, -0.4654, -0.4836, -0.462, -0.5121, -0.5238, -0.54, -0.5605]}
{"unit_id": "orig:1952466118414827609", "ticker_idx": 0, "ts": "2025-08-04T20:26:12+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are looking at the beginning of the end of the $HIMS hyper-growth story… if $HIMS is going to be a 'hit the midpoint' company like this, it's lights out for the type of massive upside the stock has been seeing this year", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish HIMS: core business slowing badly, GLP-1 scheme unsustainable, hyper-growth story over; massive upside gone.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "$HIMS bulls should be worried, IMO.\n\n$HIMS revenue went down from $586M in Q1 to $545M in Q2.\n\nThey now need to hit ~$610M/Q in Q3 and Q4 just to hit the *midpoint* of their 2025 FY guide.  They are guiding for only $580M at the midpoint for Q3…\n\nYeah, that’s right - the midpoint of their Q3 guidance is STILL lower than their Q1 actual revenue.  LOWER projection for Q3 than for Q1 actual….Where’s this explosive growth all these delirious bulls keep yapping about?\n\nThe fact is, the core business is slowing *badly* and the phony GLP-1 personalization scheme is the only thing keeping this company’s stock on two feet (now staggering, admittedly).  Feel free to dream about a TRT launch.  That’ll be by FAR the most difficult vertical they’ve ever entered and the Ryan-Haight legislation situation could eliminate that vertical *completely* if things don’t go well.\n\nWe are looking at the beginning of the end of the $HIMS hyper-growth story.  \n\nI don’t care what the stock price does today/tomorrow/this week.  The retail cult has already proven itself (largely, with some exceptions) incapable of complex reasoning with this stock, and the option/short interest/convertible debt variables can do funny things to the stock price in the short term.  It should be down after its first “consensus miss” *ever*, but who knows.\n\nIn the long run, if $HIMS is going to be a “hit the midpoint” company like this, it’s lights out for the type of massive upside the stock has been seeing this year.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.14103022247476416, "ret_signed_m1d": -0.14103022247476416, "alpha_spy_m1d": -0.13593446099578843, "alpha_c_m1d": -0.13593446099578843, "bench_spy_m1d": 0.005095761478975724, "bench_c_m1d": 0.005095761478975724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07907059354201718, "ret_signed_p1d": 0.07907059354201718, "alpha_spy_p1d": 0.08673025398706058, "alpha_c_p1d": 0.08673025398706058, "bench_spy_p1d": 0.007659660445043404, "bench_c_p1d": 0.007659660445043404, "ret_p1w": -0.13616717058643069, "ret_signed_p1w": 0.13616717058643069, "alpha_spy_p1w": 0.15960792889517328, "alpha_c_p1w": 0.15960792889517328, "bench_spy_p1w": 0.023440758308742593, "bench_c_p1w": 0.023440758308742593, "ret_p1m": -0.13346541401866874, "ret_signed_p1m": 0.13346541401866874, "alpha_spy_p1m": 0.16714525860845864, "alpha_c_p1m": 0.16714525860845864, "bench_spy_p1m": 0.0336798445897899, "bench_c_p1m": 0.0336798445897899, "ret_p3m": -0.2004683172973365, "ret_signed_p3m": 0.2004683172973365, "alpha_spy_p3m": 0.2916582140613402, "alpha_c_p3m": 0.2916582140613402, "bench_spy_p3m": 0.09118989676400369, "bench_c_p3m": 0.09118989676400369, "ret_p6m": -0.5605187424828582, "ret_signed_p6m": 0.5605187424828582, "alpha_spy_p6m": 0.65949752648916, "alpha_c_p6m": 0.65949752648916, "bench_spy_p6m": 0.09897878400630189, "bench_c_p6m": 0.09897878400630189, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13346541401866874, "alpha_spy_stated": 0.16714525860845864, "alpha_c_stated": 0.16714525860845864, "price_path": [-0.2457, -0.109, -0.0571, -0.0742, -0.0641, -0.0056, 0.1527, 0.1009, 0.0551, 0.1644, 0.1228, 0.1025, 0.0447, -0.036, -0.0124, -0.0389, -0.0393, -0.0562, 0.0187, 0.0225, -0.0142, -0.0344, -0.0495, 0.0146, 0.0241, -0.0049, 0.0367, 0.0294, -0.0007, 0.0767, 0.067, 0.1, 0.1567, -0.2439, -0.2264, -0.2541, -0.1664, -0.1101, -0.1021, -0.1362, -0.1452, -0.1358, -0.1279, -0.1182, -0.0771, -0.0946, -0.1374, -0.0629, -0.0911, -0.0661, -0.0996, -0.0926, -0.1427, -0.0992, 0.045, 0.0324, 0.0384, 0.0569, 0.0856, 0.1803, 0.192, 0.1266, 0.141, 0.0, -0.0791, -0.0805, -0.0645, -0.0998, -0.1362, -0.1295, -0.1511, -0.1711, -0.1877, -0.2403, -0.2187, -0.2082, -0.1972, -0.2257, -0.1832, -0.2073, -0.2053, -0.2372, -0.252, -0.1992, -0.1335, -0.1281, -0.1059, -0.1392, -0.1394, -0.0677, -0.0004, -0.0281, -0.0834, -0.0931, 0.0122, 0.0414, 0.0393, 0.0086, -0.0409, -0.0117, 0.0519, 0.0648, 0.0216, 0.0142, 0.0423, -0.0537, -0.0137, 0.0441, 0.0477, 0.0492, -0.0283, -0.0142, -0.027, 0.1304, 0.0654, -0.1034, -0.0749, -0.111, -0.1452, -0.1266, -0.1214, -0.1313, -0.1513, -0.1601, -0.2064, -0.1812, -0.2005, -0.2293, -0.2124, -0.2522, -0.261, -0.2606, -0.284, -0.2972, -0.3507, -0.3339, -0.3591, -0.3469, -0.3546, -0.3945, -0.3748, -0.3195, -0.332, -0.3084, -0.2839, -0.3244, -0.346, -0.3323, -0.2792, -0.2939, -0.2954, -0.2828, -0.3177, -0.3197, -0.3298, -0.3471, -0.3361, -0.3701, -0.3737, -0.3595, -0.3687, -0.3732, -0.3755, -0.382, -0.3858, -0.4049, -0.4152, -0.3982, -0.3748, -0.3613, -0.3613, -0.3899, -0.4292, -0.4175, -0.42, -0.4359, -0.4375, -0.4348, -0.4512, -0.4796, -0.4503, -0.4665, -0.4546, -0.4654, -0.4836, -0.462, -0.5121, -0.5238, -0.54, -0.5605]}
{"unit_id": "reply:1939779349571424724", "ticker_idx": 0, "ts": "2025-06-30T20:13:30+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I fully expect the $NKTR offering to be well received and for the stock to continue its rise after getting this out of the way", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects NKTR to be well received post-offering and continue rising, analogous to LXEO's 50-60% post-raise rally.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yes indeed!  Glad they’re getting this done.  I fully expect the $NKTR offering to be well received and for the stock to continue its rise after getting this out of the way.\n\nFor whatever reason, the market recently has been giving us plenty of time to buy after good data and even after good cash raises.\n\n$LXEO could be bought CHEAP after data, then raised, then rallied 50-60% after that!  Personally expect $NKTR to follow a similar trajectory (it has so far).  Plenty of other recent examples as well.  $CTMX, $CDTX, etc.", "reply_text": null, "parent_text": "@A_May_MD nailed it, cap raise", "quoted_text": null, "parent_author": "Str8hedgeD", "ret_m1d": 0.05083367190904431, "ret_signed_m1d": 0.05083367190904431, "alpha_spy_m1d": 0.05050985295151755, "alpha_c_m1d": 0.06487816505690414, "bench_spy_m1d": 0.0003238189575267558, "bench_c_m1d": -0.014044493147859827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03822694299408891, "ret_signed_p1d": 0.03822694299408891, "alpha_spy_p1d": 0.03369367741528473, "alpha_c_p1d": 0.04810193483926939, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": -0.00987499184518048, "ret_p1w": -0.05002031454265288, "ret_signed_p1w": -0.05002031454265288, "alpha_spy_p1w": -0.06039830748258035, "alpha_c_p1w": -0.04109620009952619, "bench_spy_p1w": 0.010377992939927472, "bench_c_p1w": -0.008924114443126685, "ret_p1m": -0.11834078199897269, "ret_signed_p1m": -0.11834078199897269, "alpha_spy_p1m": -0.14170350549125377, "alpha_c_p1m": -0.07240401907735716, "bench_spy_p1m": 0.02336272349228108, "bench_c_p1m": -0.045936762921615526, "ret_p3m": 1.313948807352515, "ret_signed_p3m": 1.313948807352515, "alpha_spy_p3m": 1.2323865951964452, "alpha_c_p3m": 1.2912990433137033, "bench_spy_p3m": 0.08156221215606974, "bench_c_p3m": 0.022649764038811693, "ret_p6m": 0.7039447444439841, "ret_signed_p6m": 0.7039447444439841, "alpha_spy_p6m": 0.5852685435187672, "alpha_c_p6m": 0.5551047300756726, "bench_spy_p6m": 0.11867620092521691, "bench_c_p6m": 0.1488400143683115, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11834078199897269, "alpha_spy_stated": -0.14170350549125377, "alpha_c_stated": -0.07240401907735716, "price_path": [-0.5852, -0.6096, -0.5974, -0.634, -0.6645, -0.7011, -0.7011, -0.6889, -0.695, -0.6218, -0.634, -0.6096, -0.6279, -0.6096, -0.6157, -0.5974, -0.5791, -0.5486, -0.5242, -0.5364, -0.5486, -0.512, -0.5242, -0.5425, -0.5791, -0.6096, -0.6279, -0.6218, -0.6401, -0.5669, -0.5669, -0.5608, -0.5852, -0.5791, -0.573, -0.5791, -0.6157, -0.5974, -0.6035, -0.5913, -0.573, -0.5486, -0.5608, -0.512, -0.5425, -0.5425, -0.5913, -0.5913, -0.6425, -0.5384, -0.6116, -0.6438, -0.6507, -0.6238, -0.645, -0.6499, -0.6539, -0.612, -0.0057, 0.1842, 0.207, 0.0476, 0.0508, 0.0, 0.0382, 0.0069, -0.0455, -0.0756, -0.05, 0.0207, 0.0171, -0.0073, -0.0321, -0.0183, 0.0846, 0.0142, 0.0081, -0.0045, 0.0167, -0.0004, 0.0167, -0.0382, -0.0683, -0.1025, -0.1183, -0.0663, -0.0537, -0.0826, -0.087, -0.1155, -0.0622, -0.0862, -0.0403, 0.046, 0.0854, 0.1086, 0.1155, 0.0866, 0.096, 0.1387, 0.0992, 0.1037, 0.1704, 0.1907, 0.1932, 0.2143, 0.183, 0.161, 0.4632, 0.634, 0.8028, 0.9752, 0.9593, 0.9195, 0.9797, 0.9931, 1.0289, 1.0769, 1.3896, 1.2424, 1.3949, 1.4237, 1.4534, 1.2619, 1.379, 1.3961, 1.3139, 1.3932, 1.4603, 1.4624, 1.4372, 1.3587, 1.3001, 1.2627, 1.2098, 1.3343, 1.3213, 1.3135, 1.2351, 1.3493, 1.5616, 1.4148, 1.5124, 1.588, 1.4441, 1.5445, 1.4774, 1.425, 1.5539, 1.6405, 1.4368, 1.2782, 1.2066, 1.2416, 1.2761, 1.3575, 1.4099, 1.3453, 1.194, 1.305, 1.4229, 1.4063, 1.4542, 1.2412, 1.2074, 1.3847, 1.4542, 1.6714, 1.6519, 1.4852, 1.2306, 1.3233, 1.3461, 1.3139, 1.3294, 1.3904, 1.3481, 1.0789, 1.2245, 1.1675, 0.9992, 0.8475, 0.7893, 0.9048, 0.7682, 0.8081, 0.7869, 0.8093, 0.7377, 0.7039]}
{"unit_id": "reply:1947870694110597332", "ticker_idx": 0, "ts": "2025-07-23T04:05:37+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ZERO mechanistic competitors for $ABVX. Not even me-tops from China. Once in a lifetime setup.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish ABVX: zero mechanistic competitors, no Chinese me-too rivals — described as a once-in-a-lifetime setup.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JoseRestonVA @uchi_wawa @seedy19tron And $RXDX has 2-3 other competitors in the pipeline with the same MoA. \n\nZERO mechanistic competitors for $ABVX.  Not even me-tops from China.  Once in a lifetime setup.", "reply_text": null, "parent_text": "@A_May_MD @uchi_wawa @seedy19tron Agreed. I had Prometheus (RXDX) when bought out by Merck. If anything, that acquisition looks the closest as reference for this case, with the caveat that this case is a Phase 3. On the other hand, CD is still in Phase 2b for readout late ‘26…if a b/o occurs I would be surprised", "quoted_text": null, "parent_author": "JoseRestonVA", "ret_m1d": -0.8542274020053742, "ret_signed_m1d": -0.8542274020053742, "alpha_spy_m1d": -0.845791692254741, "alpha_c_m1d": -0.834120314842449, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.020107087162925197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690967475089633, "ret_signed_p1d": 0.01690967475089633, "alpha_spy_p1d": 0.016578645099805778, "alpha_c_p1d": 0.020652303490745982, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0037426287398496516, "ret_p1w": 0.032580184549052094, "ret_signed_p1w": 0.032580184549052094, "alpha_spy_p1w": 0.03218610163108693, "alpha_c_p1w": 0.04784391651989239, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.0152637319708403, "ret_p1m": 0.08498545132262669, "ret_signed_p1m": 0.08498545132262669, "alpha_spy_p1m": 0.08287268036021289, "alpha_c_p1m": 0.07933504041046202, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.005650410912164672, "ret_p3m": 0.33629737912497526, "ret_signed_p3m": 0.33629737912497526, "alpha_spy_p3m": 0.2748965359821396, "alpha_c_p3m": 0.2664087357998195, "bench_spy_p3m": 0.06140084314283567, "bench_c_p3m": 0.06988864332515576, "ret_p6m": 0.8021865889699193, "ret_signed_p6m": 0.8021865889699193, "alpha_spy_p6m": 0.7095963695241168, "alpha_c_p6m": 0.6303142333109557, "bench_spy_p6m": 0.09259021944580259, "bench_c_p6m": 0.17187235565896364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08498545132262669, "alpha_spy_stated": 0.08287268036021289, "alpha_c_stated": 0.07933504041046202, "price_path": [-0.9052, -0.9014, -0.899, -0.9003, -0.8942, -0.8962, -0.8962, -0.8993, -0.8952, -0.8962, -0.9016, -0.9034, -0.9001, -0.9022, -0.9067, -0.912, -0.9111, -0.9127, -0.9124, -0.9143, -0.9155, -0.9152, -0.9118, -0.9173, -0.9171, -0.9172, -0.9123, -0.9122, -0.9074, -0.8872, -0.8825, -0.8812, -0.8806, -0.8863, -0.8853, -0.8918, -0.8977, -0.8983, -0.902, -0.9117, -0.9118, -0.913, -0.9109, -0.9031, -0.8972, -0.8953, -0.8921, -0.8885, -0.8883, -0.8869, -0.884, -0.8841, -0.887, -0.8789, -0.879, -0.8794, -0.8713, -0.871, -0.856, -0.8493, -0.855, -0.8522, -0.8542, 0.0, 0.0169, -0.0308, -0.0296, 0.0175, 0.0326, 0.0462, 0.0488, 0.0506, 0.0337, 0.0071, 0.0207, 0.0223, 0.0058, 0.0483, 0.0188, 0.014, 0.0268, 0.0206, 0.0052, 0.048, 0.085, 0.1265, 0.1292, 0.1618, 0.1579, 0.1901, 0.1812, 0.1952, 0.2194, 0.2471, 0.2832, 0.312, 0.301, 0.2774, 0.2531, 0.2246, 0.2517, 0.1994, 0.1808, 0.2144, 0.1997, 0.1984, 0.1956, 0.2034, 0.1953, 0.2076, 0.2147, 0.2376, 0.2012, 0.208, 0.2233, 0.2634, 0.2684, 0.2611, 0.3208, 0.3669, 0.394, 0.4259, 0.3937, 0.3544, 0.3517, 0.3337, 0.3363, 0.3223, 0.3188, 0.323, 0.3825, 0.3738, 0.4423, 0.5203, 0.493, 0.441, 0.4379, 0.452, 0.5146, 0.5345, 0.5469, 0.5898, 0.5077, 0.4708, 0.6092, 0.6563, 0.6593, 0.6465, 0.7915, 0.7364, 0.8325, 0.8692, 0.8321, 0.8197, 0.7481, 0.6739, 0.6171, 0.6128, 0.6692, 0.6771, 0.7936, 0.859, 0.9401, 0.8301, 0.7188, 0.6178, 0.6155, 0.6561, 0.6755, 1.0222, 1.0168, 1.1182, 1.0745, 1.0466, 1.0166, 0.9658, 0.95, 0.7964, 0.7362, 0.8437, 0.6835, 0.6676, 0.7201, 0.744, 0.8223, 0.7026, 0.707, 0.7324, 0.7494, 0.8022]}
{"unit_id": "thread:1942924826873598290", "ticker_idx": 0, "ts": "2025-07-09T12:32:31+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Over time I think the $NKTR story plays out similarly. How $NKTR continues to sport a ~$100M EV is beyond me, but then again, I was baffled by the price of $VRNA 1 year (and 500%) ago as well", "tweet_type": "analysis", "timeline": "years", "summary": "Long NKTR: unique MoA in massive atopic derm TAM analogous to VRNA's COPD setup; ~$100M EV deeply undervalues a drug that works.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Would’ve been more style points had I tweeted this last night, but was just having a conversation after the market closed *yesterday* about how the current $NKTR setup reminds me of $VRNA over the last 1-2 years (receipts in the photo).\n\nThe data for $VRNA, in my opinion, were unequivocal.  The drug worked well enough to make patients feel better, but people picked the company apart looking for every possible negative.  \n\n👎🏻“It wasn’t studied in triple therapy refractory patients!”\n👎🏻”Nobody is going to want to use a nebulizer!”\n👎🏻”There’s no way they can launch into this giant market alone!”\n👎🏻”Biologics like Dupi are going to take over the COPD market!”\n\nEtc etc etc.  The stock stayed cheap with all these bear theses floating around.\n\nBut every time I looked at this company, the takeaways for me were:\n👍🏻It makes patients feel better\n👍🏻It has a broad label that doesn’t specify line of treatment \n👍🏻THE MARKET IS MASSIVE\n👍🏻It is a NEW unique MoA in a field that hasn’t had a new MoA in years \n\nThis is the same bear/bull tug of war I see with $NKTR.\n\n👎🏻”Rezpeg isn’t as good as dupi”\n👎🏻”The drug causes ISRs”\n👎🏻”They’ve got to fund huge P3 studies”\n\nYou can basically make the same argument for $NKTR as I did for $VRNA\n\n👍🏻Rezpeg doesn’t NEED to be as good as dupi\n👍🏻ISRs are easily tolerated for a drug that works (like a nebulizer is tolerated in COPD)\n👍🏻The market is MASSIVE (atopic derm is literally a bigger TAM than COPD…)\n👍🏻Rezpeg has a NEW unique MoA in a field that hasn’t had an effective new MoA in years\n\nIt was said time and time again for $VRNA…1% TAM penetration = $1B in sales…\n\n$NKTR is in an even bigger market yet, with its unique, effective new MoA.  This, to me, speaks FAR louder than the $NKTR bear points do.  We saw this play out with a huge win for $VRNA (+500% over the last 52 weeks) despite the fact it stayed cheap for a long time *after* the data/trajectory looked obvious.  That’s where $NKTR is right now, IMO.\n\nOver time I think the $NKTR story plays out similarly.  And that’s another key - the VRNA play took *TIME*.  It looked obvious to me, but these things never happen right away.  Early stages for $NKTR - time will tell!\n\n---\n\n$NKTR $VRNA Recycling this image that I recently used to comp atopic derm to psoriasis in order to comp atopic derm to COPD…AtD is just unbelievably huge.\n\nLike I said in the text…***sometimes it’s just not that complicated***…big market, unmet need, unique MoA, drugs that works = big sales. \n\nHow $NKTR continues to sport a ~$100M EV is beyond me, but then again, I was baffled by the price of $VRNA 1 year (and 500%) ago as well!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.026969223101649287, "ret_signed_m1d": -0.026969223101649287, "alpha_spy_m1d": -0.021008312553774555, "alpha_c_m1d": -0.023131350816857466, "bench_spy_m1d": -0.0059609105478747315, "bench_c_m1d": -0.003837872284791821, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07448628962565662, "ret_signed_p1d": 0.07448628962565662, "alpha_spy_p1d": 0.07166603135051752, "alpha_c_p1d": 0.06836013690067722, "bench_spy_p1d": 0.002820258275139098, "bench_c_p1d": 0.006126152724979406, "ret_p1w": 0.033390357830351824, "ret_signed_p1w": 0.033390357830351824, "alpha_spy_p1w": 0.033134042632274596, "alpha_c_p1w": 0.042542338759294696, "bench_spy_p1w": 0.00025631519807722825, "bench_c_p1w": -0.009151980928942871, "ret_p1m": -0.06892125720399678, "ret_signed_p1m": -0.06892125720399678, "alpha_spy_p1m": -0.08204495133887812, "alpha_c_p1m": -0.021094849822541173, "bench_spy_p1m": 0.013123694134881347, "bench_c_p1m": -0.047826407381455605, "ret_p3m": 1.4828766474560084, "ret_signed_p3m": 1.4828766474560084, "alpha_spy_p3m": 1.4076994591921987, "alpha_c_p3m": 1.4135018666383194, "bench_spy_p3m": 0.0751771882638097, "bench_c_p3m": 0.069374780817689, "ret_p6m": 0.8625854959204295, "ret_signed_p6m": 0.8625854959204295, "alpha_spy_p6m": 0.7512578771370744, "alpha_c_p6m": 0.6737658529870953, "bench_spy_p6m": 0.11132761878335518, "bench_c_p6m": 0.1888196429333342, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6854, -0.6854, -0.6725, -0.6789, -0.6019, -0.6147, -0.589, -0.6083, -0.589, -0.5955, -0.5762, -0.5569, -0.5248, -0.4991, -0.512, -0.5248, -0.4863, -0.4991, -0.5184, -0.5569, -0.589, -0.6083, -0.6019, -0.6211, -0.5441, -0.5441, -0.5377, -0.5634, -0.5569, -0.5505, -0.5569, -0.5955, -0.5762, -0.5826, -0.5698, -0.5505, -0.5248, -0.5377, -0.4863, -0.5184, -0.5184, -0.5698, -0.5698, -0.6237, -0.5141, -0.5912, -0.625, -0.6323, -0.604, -0.6263, -0.6314, -0.6357, -0.5916, 0.0467, 0.2466, 0.2705, 0.1027, 0.1062, 0.0527, 0.0929, 0.0599, 0.0047, -0.027, 0.0, 0.0745, 0.0706, 0.0449, 0.0188, 0.0334, 0.1417, 0.0676, 0.0612, 0.0479, 0.0702, 0.0522, 0.0702, 0.0124, -0.0193, -0.0552, -0.0719, -0.0171, -0.0039, -0.0342, -0.039, -0.0689, -0.0128, -0.0381, 0.0103, 0.101, 0.1426, 0.167, 0.1742, 0.1438, 0.1537, 0.1986, 0.1571, 0.1618, 0.232, 0.2534, 0.256, 0.2783, 0.2453, 0.2222, 0.5402, 0.72, 0.8977, 1.0792, 1.0625, 1.0205, 1.0839, 1.098, 1.1357, 1.1862, 1.5154, 1.3604, 1.521, 1.5514, 1.5826, 1.381, 1.5043, 1.5223, 1.4358, 1.5193, 1.5899, 1.592, 1.5655, 1.4829, 1.4212, 1.3818, 1.3262, 1.4572, 1.4435, 1.4354, 1.3527, 1.473, 1.6965, 1.542, 1.6447, 1.7243, 1.5728, 1.6785, 1.6079, 1.5527, 1.6884, 1.7795, 1.5651, 1.3981, 1.3228, 1.3596, 1.396, 1.4816, 1.5368, 1.4687, 1.3095, 1.4264, 1.5505, 1.533, 1.5835, 1.3592, 1.3236, 1.5103, 1.5835, 1.8121, 1.7915, 1.616, 1.348, 1.4456, 1.4696, 1.4358, 1.4521, 1.5163, 1.4717, 1.1884, 1.3416, 1.2817, 1.1045, 0.9448, 0.8836, 1.0051, 0.8613, 0.9033, 0.881, 0.9045, 0.8292, 0.7937, 0.8099, 0.8587, 0.9037, 0.8395, 0.8626]}
{"unit_id": "orig:1929910336355708988", "ticker_idx": 0, "ts": "2025-06-03T14:37:34+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why is the market still treating $LXEO's AA plan like it's this", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Market undervaluing LXEO's accelerated approval plan despite FDA's Vinay not slowing rare disease approvals and peers recovering significantly.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$LXEO - Ever since we panicked over Vinay hurting rare disease approvals, he’s been saying he won’t slow down even *incremental* treatments for unmet needs\n\nMost rare disease plays have recovered *significantly*.  Why is the market still treating $LXEO’s AA plan like it’s this: https://t.co/EbeE5iXQYG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03546095992902232, "ret_signed_m1d": -0.03546095992902232, "alpha_spy_m1d": -0.029790737428158187, "alpha_c_m1d": -0.03313079660160656, "bench_spy_m1d": -0.0056702225008641305, "bench_c_m1d": -0.0023301633274157574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0992907723468599, "ret_signed_p1d": 0.0992907723468599, "alpha_spy_p1d": 0.09955918094552929, "alpha_c_p1d": 0.0973363024703997, "bench_spy_p1d": -0.0002684085986693896, "bench_c_p1d": 0.0019544698764601964, "ret_p1w": 0.6347518590942782, "ret_signed_p1w": 0.6347518590942782, "alpha_spy_p1w": 0.6230253625761659, "alpha_c_p1w": 0.6148315836262199, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.0199202754680583, "ret_p1m": 0.5780141541166477, "ret_signed_p1m": 0.5780141541166477, "alpha_spy_p1m": 0.5258429985195081, "alpha_c_p1m": 0.5545844488363685, "bench_spy_p1m": 0.052171155597139585, "bench_c_p1m": 0.02342970528027921, "ret_p3m": 0.7446809194198447, "ret_signed_p3m": 0.7446809194198447, "alpha_spy_p3m": 0.6615506750039637, "alpha_c_p3m": 0.7106015073042096, "bench_spy_p3m": 0.08313024441588102, "bench_c_p3m": 0.034079412115635144, "ret_p6m": 1.9503545715537713, "ret_signed_p6m": 1.9503545715537713, "alpha_spy_p6m": 1.8004612964195903, "alpha_c_p6m": 1.7791436641618568, "bench_spy_p6m": 0.14989327513418105, "bench_c_p6m": 0.17121090739191458, "ret_p1y": 0.6950355755192135, "ret_signed_p1y": 0.6950355755192135, "alpha_spy_p1y": 0.4103822862263491, "alpha_c_p1y": 0.5314465285827497, "bench_spy_p1y": 0.2846532892928644, "bench_c_p1y": 0.1635890469364638, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5780141541166477, "alpha_spy_stated": 0.5258429985195081, "alpha_c_stated": 0.5545844488363685, "price_path": [-0.1135, -0.039, -0.0035, -0.0426, -0.0709, -0.0567, 0.0319, 0.0532, 0.0887, 0.1028, 0.0496, 0.078, -0.0461, -0.039, 0.4504, 0.5745, 0.4149, 0.4574, 0.4539, 0.2305, 0.1099, 0.0443, -0.0638, -0.172, -0.3652, -0.3546, -0.1631, -0.2305, -0.2979, -0.2411, -0.0957, -0.1915, -0.039, 0.1383, 0.2128, 0.195, 0.3014, 0.305, 0.2589, 0.266, 0.3936, 0.6702, 0.6454, 0.578, 0.1525, 0.0603, 0.0638, -0.0461, -0.0674, 0.0035, -0.0461, -0.0426, 0.1489, 0.1667, 0.2518, 0.0851, 0.0922, 0.0, -0.0426, -0.0284, 0.0177, -0.0355, -0.0355, 0.0, 0.0993, 0.1596, 0.3759, 0.5532, 0.6348, 0.5993, 0.4504, 0.3972, 0.3901, 0.3901, 0.5035, 0.3865, 0.4043, 0.4929, 0.4858, 0.4823, 0.461, 0.4255, 0.4965, 0.5532, 0.578, 0.6099, 0.5745, 0.6312, 0.6277, 0.5851, 0.5745, 0.461, 0.4929, 0.5106, 0.4716, 0.4043, 0.3794, 0.383, 0.3014, 0.4645, 0.5106, 0.4539, 0.6489, 0.6773, 0.6348, 0.6915, 0.6773, 0.6879, 0.578, 0.6064, 0.5745, 0.656, 0.6738, 0.6986, 0.6738, 0.7447, 0.695, 0.7021, 0.695, 0.7376, 0.6525, 0.734, 0.7199, 0.6879, 0.6986, 0.6986, 0.7447, 0.7624, 0.7801, 0.8617, 0.8404, 0.844, 0.8369, 0.8369, 0.9078, 0.8475, 0.9007, 0.9362, 0.8262, 0.883, 0.8972, 1.3191, 1.305, 1.4007, 1.3617, 1.3546, 1.3546, 1.3759, 1.3475, 1.2943, 1.9574, 1.8475, 1.9078, 1.922, 1.9078, 2.0142, 2.1312, 2.1099, 2.3972, 2.2695, 2.4043, 2.273, 2.1915, 2.273, 2.4894, 2.5745, 2.5142, 2.344, 2.5496, 2.2057, 1.961, 1.9078, 1.9858, 1.9043, 2.0213, 2.234, 2.266, 2.1879, 2.2057, 2.3617, 2.2553, 2.2234, 2.1596, 2.2128, 2.5426, 2.4468, 2.4149, 2.4965, 2.1631, 1.9504]}
{"unit_id": "reply:1943046199218704767", "ticker_idx": 0, "ts": "2025-07-09T20:34:48+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Think NKTR is caught up in the weird tape, but zooming out the valuation makes no sense to me and I think it corrects over time", "tweet_type": "prediction", "timeline": "weeks", "summary": "NKTR selloff seen as tape-driven, not fundamental; valuation dislocation expected to correct upward over 2-4 weeks.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "IP is solid, T reg MoA is relatively well elucidated imo.  This just keeps happening in biotech…anything that has run lately has a big sellof, lasts 2-4 weeks, then it resumes upward trajectory.  Idk.  Market has been tough and there’s some weird trading dynamics out there right now.  Think NKTR is caught up in the weird tape, but zooming out the valuation makes no sense to me and I think it corrects over time.", "reply_text": null, "parent_text": "@A_May_MD Yeah it’s puzzling to me. Is it financing through Ph3 and fears of another blowup on the same name? \n\nIt seems like it’s obvious to try in refractory AtD pts given the new MoA. And it’s not clear to me the IP matters that much given it’s a complex drug conjugate\n\nI haven’t been", "quoted_text": null, "parent_author": "EganPeltan", "ret_m1d": -0.0693226989909822, "ret_signed_m1d": -0.0693226989909822, "alpha_spy_m1d": -0.06651037220373723, "alpha_c_m1d": -0.06323384750015526, "bench_spy_m1d": -0.0028123267872449675, "bench_c_m1d": -0.006088851490826941, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0035856633952218164, "ret_signed_p1d": -0.0035856633952218164, "alpha_spy_p1d": -7.015630223194957e-05, "alpha_c_p1d": 0.004703832981617251, "bench_spy_p1d": -0.003515507092989867, "bench_c_p1d": -0.008289496376839067, "ret_p1w": 0.06254978768778363, "ret_signed_p1w": 0.06254978768778363, "alpha_spy_p1w": 0.059002528518163455, "alpha_c_p1w": 0.08895832003974669, "bench_spy_p1w": 0.003547259169620176, "bench_c_p1w": -0.026408532351963054, "ret_p1m": -0.08127493563838317, "ret_signed_p1m": -0.08127493563838317, "alpha_spy_p1m": -0.09942706535961865, "alpha_c_p1m": -0.036086879035274966, "bench_spy_p1m": 0.018152129721235477, "bench_c_p1m": -0.045188056603108206, "ret_p3m": 1.2533864746490955, "ret_signed_p3m": 1.2533864746490955, "alpha_spy_p3m": 1.1748397257807068, "alpha_c_p3m": 1.188459513313569, "bench_spy_p3m": 0.07854674886838864, "bench_c_p3m": 0.06492696133552656, "ret_p6m": 0.6509959361316342, "ret_signed_p6m": 0.6509959361316342, "alpha_spy_p6m": 0.5429062465732652, "alpha_c_p6m": 0.48081186230117745, "bench_spy_p6m": 0.10808968955836895, "bench_c_p6m": 0.17018407383045675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08127493563838317, "alpha_spy_stated": -0.09942706535961865, "alpha_c_stated": -0.036086879035274966, "price_path": [-0.7072, -0.6952, -0.7012, -0.6295, -0.6414, -0.6175, -0.6355, -0.6175, -0.6235, -0.6056, -0.5876, -0.5578, -0.5339, -0.5458, -0.5578, -0.5219, -0.5339, -0.5518, -0.5876, -0.6175, -0.6355, -0.6295, -0.6474, -0.5757, -0.5757, -0.5697, -0.5936, -0.5876, -0.5817, -0.5876, -0.6235, -0.6056, -0.6116, -0.5996, -0.5817, -0.5578, -0.5697, -0.5219, -0.5518, -0.5518, -0.5996, -0.5996, -0.6498, -0.5478, -0.6195, -0.651, -0.6578, -0.6315, -0.6522, -0.657, -0.661, -0.6199, -0.0259, 0.1602, 0.1825, 0.0263, 0.0295, -0.0203, 0.0171, -0.0135, -0.0649, -0.0944, -0.0693, 0.0, -0.0036, -0.0275, -0.0518, -0.0382, 0.0625, -0.0064, -0.0124, -0.0247, -0.004, -0.0207, -0.004, -0.0578, -0.0873, -0.1207, -0.1363, -0.0853, -0.0729, -0.1012, -0.1056, -0.1335, -0.0813, -0.1048, -0.0598, 0.0247, 0.0633, 0.0861, 0.0928, 0.0645, 0.0737, 0.1155, 0.0769, 0.0813, 0.1466, 0.1665, 0.1689, 0.1896, 0.159, 0.1375, 0.4335, 0.6008, 0.7661, 0.9351, 0.9195, 0.8805, 0.9394, 0.9526, 0.9876, 1.0347, 1.341, 1.1968, 1.3462, 1.3745, 1.4036, 1.2159, 1.3307, 1.3474, 1.2669, 1.3446, 1.4104, 1.4124, 1.3876, 1.3108, 1.2534, 1.2167, 1.1649, 1.2869, 1.2741, 1.2665, 1.1896, 1.3016, 1.5096, 1.3657, 1.4614, 1.5355, 1.3944, 1.4928, 1.4271, 1.3757, 1.502, 1.5869, 1.3873, 1.2319, 1.1618, 1.196, 1.2299, 1.3096, 1.361, 1.2976, 1.1494, 1.2582, 1.3737, 1.3574, 1.4044, 1.1956, 1.1625, 1.3363, 1.4044, 1.6171, 1.598, 1.4347, 1.1853, 1.2761, 1.2984, 1.2669, 1.2821, 1.3418, 1.3004, 1.0367, 1.1793, 1.1235, 0.9586, 0.81, 0.753, 0.8661, 0.7323, 0.7713, 0.7506, 0.7725, 0.7024, 0.6693, 0.6845, 0.7299, 0.7717, 0.712, 0.7335, 0.651]}
{"unit_id": "thread:1951268980200456536", "ticker_idx": 0, "ts": "2025-08-01T13:09:12+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is catnip for biotechs $XBI $BBC", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish on biotech ETFs XBI and BBC on weak jobs revision data acting as a macro catalyst.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "“The stock market” doesn’t like this.\n\n“The biotech market” should love it. \n\nMy brain didn’t even compute these numbers properly right away.  I assumed jobs were revised down by 19/14K…they were revised down *TO* 19/14K 🤯\n\n---\n\nThis is catnip for biotechs \n$XBI $BBC https://t.co/IagB5ktBek\n\n---\n\nAnd you thought $XBI was gonna be red today?  Smh.  Why?  Just because it’s red every single day no matter what?  Unreal.\n\n---\n\n$XBI +2.4% delta over R2K today https://t.co/o9hsCqpWmS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0031420224067132407, "ret_signed_m1d": -0.0031420224067132407, "alpha_spy_m1d": -0.01980556240768594, "alpha_c_m1d": -0.01980556240768594, "bench_spy_m1d": 0.0166635400009727, "bench_c_m1d": 0.0166635400009727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010357215032236411, "ret_signed_p1d": 0.010357215032236411, "alpha_spy_p1d": -0.0048425491278369925, "alpha_c_p1d": -0.0048425491278369925, "bench_spy_p1d": 0.015199764160073403, "bench_c_p1d": 0.015199764160073403, "ret_p1w": -0.005818649117485752, "ret_signed_p1w": -0.005818649117485752, "alpha_spy_p1w": -0.03068517027012352, "alpha_c_p1w": -0.03068517027012352, "bench_spy_p1w": 0.024866521152637766, "bench_c_p1w": 0.024866521152637766, "ret_p1m": 0.0808797662738796, "ret_signed_p1m": 0.0808797662738796, "alpha_spy_p1m": 0.05104313703786789, "alpha_c_p1m": 0.05104313703786789, "bench_spy_p1m": 0.029836629236011714, "bench_c_p1m": 0.029836629236011714, "ret_p3m": 0.30270706499714684, "ret_signed_p3m": 0.30270706499714684, "alpha_spy_p3m": 0.2062088313151158, "alpha_c_p3m": 0.2062088313151158, "bench_spy_p3m": 0.09649823368203103, "bench_c_p3m": 0.09649823368203103, "ret_p6m": 0.4873432508446267, "ret_signed_p6m": 0.4873432508446267, "alpha_spy_p6m": 0.362401788974563, "alpha_c_p6m": 0.362401788974563, "bench_spy_p6m": 0.12494146187006372, "bench_c_p6m": 0.12494146187006372, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.005818649117485752, "alpha_spy_stated": -0.03068517027012352, "alpha_c_stated": -0.03068517027012352, "price_path": [-0.04, -0.0284, -0.0383, -0.102, -0.0999, -0.0919, -0.1111, -0.0755, -0.0976, -0.1113, -0.0972, -0.0805, -0.0723, -0.0528, -0.0769, -0.0778, -0.0803, -0.0772, -0.0834, -0.0637, -0.0785, -0.0547, -0.0419, -0.0402, -0.0393, -0.0195, -0.0194, -0.0076, -0.0182, -0.0184, -0.0272, -0.0299, -0.0447, -0.0381, -0.0414, -0.0426, -0.0246, -0.031, -0.0262, -0.034, -0.0349, -0.0332, -0.0133, -0.008, -0.0273, -0.0142, 0.0226, 0.0285, 0.0127, 0.0272, -0.0002, 0.022, 0.0255, 0.004, -0.0007, 0.0093, 0.0266, 0.0182, 0.0196, 0.0074, -0.001, 0.0036, -0.0031, 0.0, 0.0104, 0.0107, 0.0023, -0.0071, -0.0058, -0.009, 0.0115, 0.0418, 0.0424, 0.0553, 0.0498, 0.0334, 0.0383, 0.0464, 0.0581, 0.0333, 0.0462, 0.0507, 0.0507, 0.0456, 0.0809, 0.0898, 0.0877, 0.111, 0.0989, 0.1053, 0.0927, 0.1137, 0.0953, 0.0873, 0.0909, 0.0912, 0.1251, 0.1125, 0.1326, 0.1265, 0.1343, 0.1159, 0.1402, 0.1571, 0.1664, 0.1802, 0.1942, 0.206, 0.2064, 0.2069, 0.2274, 0.24, 0.2222, 0.2254, 0.2237, 0.2615, 0.2561, 0.2549, 0.2825, 0.2754, 0.2493, 0.2521, 0.2617, 0.299, 0.3038, 0.2916, 0.3027, 0.312, 0.2788, 0.2577, 0.2713, 0.2722, 0.2684, 0.2815, 0.3272, 0.3283, 0.3027, 0.3272, 0.3367, 0.3408, 0.3329, 0.3251, 0.3579, 0.392, 0.4128, 0.4301, 0.4337, 0.3951, 0.379, 0.4182, 0.4347, 0.4366, 0.4395, 0.4107, 0.4207, 0.432, 0.4333, 0.4299, 0.4203, 0.4078, 0.397, 0.4368, 0.4705, 0.4586, 0.4751, 0.4597, 0.4411, 0.421, 0.424, 0.4193, 0.4033, 0.4259, 0.4766, 0.4448, 0.4541, 0.4474, 0.4465, 0.4812, 0.4523, 0.4503, 0.4633, 0.497, 0.5366, 0.4954, 0.4933, 0.5011, 0.4709, 0.4802, 0.457, 0.4873]}
{"unit_id": "reply:1917949518609277417", "ticker_idx": 0, "ts": "2025-05-01T14:29:33+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Upward momentum will have a snowball effect here. As it becomes more fairly priced (still not there yet) the ability to raise cash increases. It's now in a positive feedback loop", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long LXEO: upward momentum snowball effect, still undervalued, positive feedback loop on cash-raising capacity continuing from here.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Sanctuary_Bio Upward momentum will have a snowball effect here.  As it becomes more fairly priced (still not there yet) the ability to raise cash increases.  \n\nIt’s now in a positive feedback loop that is the inverse of the forced selling that took it to beyond ridiculous levels to begin with!", "reply_text": null, "parent_text": "$LXEO now a triple from the bottom\n\nWas truly insane...i had a lot of people ask me the same thing https://t.co/rVyvZ3If7n", "quoted_text": null, "parent_author": "Sanctuary_Bio", "ret_m1d": -0.165605088125783, "ret_signed_m1d": -0.165605088125783, "alpha_spy_m1d": -0.15856786945466106, "alpha_c_m1d": -0.19363496423078674, "bench_spy_m1d": -0.0070372186711219475, "bench_c_m1d": 0.028029876105003737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014862032079497989, "ret_signed_p1d": -0.014862032079497989, "alpha_spy_p1d": -0.02970605611799948, "alpha_c_p1d": -0.028694029455245462, "bench_spy_p1d": 0.014844024038501491, "bench_c_p1d": 0.013831997375747473, "ret_p1w": -0.3630573299994553, "ret_signed_p1w": -0.3630573299994553, "alpha_spy_p1w": -0.3748573638018664, "alpha_c_p1w": -0.3447611027260977, "bench_spy_p1w": 0.011800033802411125, "bench_c_p1w": -0.018296227273357557, "ret_p1m": -0.42250530645848083, "ret_signed_p1m": -0.42250530645848083, "alpha_spy_p1m": -0.48381567631781286, "alpha_c_p1m": -0.3938168666497712, "bench_spy_p1m": 0.061310369859332026, "bench_c_p1m": -0.02868843980870961, "ret_p3m": -0.021231402085489348, "ret_signed_p3m": -0.021231402085489348, "alpha_spy_p3m": -0.13777823643428033, "alpha_c_p3m": 0.01451221681412962, "bench_spy_p3m": 0.11654683434879098, "bench_c_p3m": -0.03574361889961897, "ret_p6m": 1.0021231908282044, "ret_signed_p6m": 1.0021231908282044, "alpha_spy_p6m": 0.7778315591414919, "alpha_c_p6m": 0.9361692975618989, "bench_spy_p6m": 0.2242916316867125, "bench_c_p6m": 0.06595389326630552, "ret_p1y": 0.23142253583011074, "ret_signed_p1y": 0.23142253583011074, "alpha_spy_p1y": -0.06898913320549549, "alpha_c_p1y": 0.15332567809055497, "bench_spy_p1y": 0.30041166903560623, "bench_c_p1y": 0.07809685773955577, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.42250530645848083, "alpha_spy_stated": -0.48381567631781286, "alpha_c_stated": -0.3938168666497712, "price_path": [0.1146, 0.1529, 0.1783, 0.2251, 0.2335, 0.1507, 0.051, -0.0191, -0.0977, -0.1614, -0.104, -0.0446, -0.0807, -0.0531, -0.1444, -0.1741, -0.2081, -0.2834, -0.3291, -0.3652, -0.3928, -0.5032, -0.4692, -0.4246, -0.4034, -0.4268, -0.4437, -0.4352, -0.3822, -0.3694, -0.3482, -0.3397, -0.3715, -0.3546, -0.4289, -0.4246, -0.1316, -0.0573, -0.1529, -0.1274, -0.1295, -0.2633, -0.3355, -0.3747, -0.4395, -0.5042, -0.62, -0.6136, -0.4989, -0.5393, -0.5796, -0.5456, -0.4586, -0.5159, -0.4246, -0.3185, -0.2739, -0.2845, -0.2208, -0.2187, -0.2463, -0.242, -0.1656, 0.0, -0.0149, -0.0552, -0.31, -0.3652, -0.3631, -0.4289, -0.4416, -0.3992, -0.4289, -0.4268, -0.3121, -0.3015, -0.2505, -0.3503, -0.3461, -0.4013, -0.4268, -0.4183, -0.3907, -0.4225, -0.4225, -0.4013, -0.3418, -0.3057, -0.1762, -0.0701, -0.0212, -0.0425, -0.1316, -0.1635, -0.1677, -0.1677, -0.0998, -0.1699, -0.1592, -0.1062, -0.1104, -0.1125, -0.1253, -0.1465, -0.104, -0.0701, -0.0552, -0.0361, -0.0573, -0.0234, -0.0255, -0.051, -0.0573, -0.1253, -0.1062, -0.0955, -0.1189, -0.1592, -0.1741, -0.172, -0.2208, -0.1231, -0.0955, -0.1295, -0.0127, 0.0042, -0.0212, 0.0127, 0.0042, 0.0106, -0.0552, -0.0382, -0.0573, -0.0085, 0.0021, 0.017, 0.0021, 0.0446, 0.0149, 0.0191, 0.0149, 0.0403, -0.0106, 0.0382, 0.0297, 0.0106, 0.017, 0.017, 0.0446, 0.0552, 0.0658, 0.1146, 0.1019, 0.104, 0.0998, 0.0998, 0.1423, 0.1062, 0.138, 0.1592, 0.0934, 0.1274, 0.1359, 0.3885, 0.38, 0.4374, 0.414, 0.4098, 0.4098, 0.4225, 0.4055, 0.3737, 0.7707, 0.7049, 0.741, 0.7495, 0.741, 0.8047, 0.8747, 0.862, 1.034, 0.9575, 1.0382, 0.9597, 0.9108, 0.9597, 1.0892, 1.1401, 1.104, 1.0021]}
{"unit_id": "reply:1937875334659031178", "ticker_idx": 0, "ts": "2025-06-25T14:07:38+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "such a low valuation is just silly to me", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR: current valuation is too low given dapirolizumab, possible Lilly settlement, and upcoming alopecia areata phase 2 readout.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@semodough $NKTR Plus dapirolizumab value, plus possible Lilly settlement cash, plus phase 2 readout in alopecia areata soon…such a low valuation is just silly to me.", "reply_text": null, "parent_text": "Seriously @A_May_MD at $50 bucks $NKTR mcap only 550 million with 200 million in cash for new MOA on this large market - been around long enough to know that’s extremely reasonable &amp; conservative for what we know now", "quoted_text": null, "parent_author": "semodough", "ret_m1d": -0.16037087711900233, "ret_signed_m1d": -0.16037087711900233, "alpha_spy_m1d": -0.15981080655214386, "alpha_c_m1d": -0.15947461754819336, "bench_spy_m1d": -0.0005600705668584727, "bench_c_m1d": -0.000896259570808966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01923075033665156, "ret_signed_p1d": 0.01923075033665156, "alpha_spy_p1d": 0.011406940608581495, "alpha_c_p1d": 0.01684084025235766, "bench_spy_p1d": 0.007823809728070064, "bench_c_p1d": 0.0023899100842939003, "ret_p1w": -0.12328296871994182, "ret_signed_p1w": -0.12328296871994182, "alpha_spy_p1w": -0.14523905634140644, "alpha_c_p1w": -0.1341866520997409, "bench_spy_p1w": 0.021956087621464615, "bench_c_p1w": 0.010903683379799078, "ret_p1m": -0.14148354122581341, "ret_signed_p1m": -0.14148354122581341, "alpha_spy_p1m": -0.19086418042998055, "alpha_c_p1m": -0.16075162130598264, "bench_spy_p1m": 0.04938063920416713, "bench_c_p1m": 0.019268080080169225, "ret_p3m": 1.0717719811934905, "ret_signed_p3m": 1.0717719811934905, "alpha_spy_p3m": 0.9798415307768122, "alpha_c_p3m": 1.0485177162550519, "bench_spy_p3m": 0.09193045041667824, "bench_c_p3m": 0.02325426493843863, "ret_p6m": 0.5267856388442018, "ret_signed_p6m": 0.5267856388442018, "alpha_spy_p6m": 0.3871332119293449, "alpha_c_p6m": 0.3590347990048868, "bench_spy_p6m": 0.1396524269148569, "bench_c_p6m": 0.16775083983931505, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14148354122581341, "alpha_spy_stated": -0.19086418042998055, "alpha_c_stated": -0.16075162130598264, "price_path": [-0.5673, -0.5879, -0.6085, -0.6188, -0.6497, -0.6703, -0.66, -0.6909, -0.7167, -0.7476, -0.7476, -0.7373, -0.7424, -0.6806, -0.6909, -0.6703, -0.6858, -0.6703, -0.6755, -0.66, -0.6446, -0.6188, -0.5982, -0.6085, -0.6188, -0.5879, -0.5982, -0.6137, -0.6446, -0.6703, -0.6858, -0.6806, -0.6961, -0.6343, -0.6343, -0.6291, -0.6497, -0.6446, -0.6394, -0.6446, -0.6755, -0.66, -0.6652, -0.6549, -0.6394, -0.6188, -0.6291, -0.5879, -0.6137, -0.6137, -0.6549, -0.6549, -0.6981, -0.6102, -0.672, -0.6992, -0.705, -0.6823, -0.7002, -0.7043, -0.7078, -0.6724, -0.1604, 0.0, 0.0192, -0.1154, -0.1126, -0.1556, -0.1233, -0.1497, -0.194, -0.2194, -0.1978, -0.138, -0.1411, -0.1617, -0.1827, -0.171, -0.0841, -0.1435, -0.1487, -0.1593, -0.1415, -0.1559, -0.1415, -0.1878, -0.2133, -0.2421, -0.2555, -0.2115, -0.2009, -0.2253, -0.2291, -0.2531, -0.2081, -0.2284, -0.1896, -0.1168, -0.0834, -0.0639, -0.058, -0.0824, -0.0745, -0.0385, -0.0718, -0.068, -0.0117, 0.0055, 0.0076, 0.0254, -0.001, -0.0196, 0.2356, 0.3798, 0.5223, 0.6679, 0.6545, 0.6209, 0.6717, 0.683, 0.7133, 0.7538, 1.0179, 0.8935, 1.0223, 1.0467, 1.0718, 0.91, 1.0089, 1.0234, 0.954, 1.0209, 1.0776, 1.0793, 1.058, 0.9918, 0.9423, 0.9107, 0.8661, 0.9712, 0.9602, 0.9536, 0.8874, 0.9839, 1.1631, 1.0391, 1.1216, 1.1854, 1.0639, 1.1487, 1.092, 1.0477, 1.1566, 1.2297, 1.0577, 0.9238, 0.8633, 0.8929, 0.922, 0.9907, 1.035, 0.9804, 0.8527, 0.9464, 1.046, 1.0319, 1.0725, 0.8925, 0.864, 1.0137, 1.0725, 1.2558, 1.2394, 1.0986, 0.8836, 0.9619, 0.9811, 0.954, 0.967, 1.0185, 0.9828, 0.7555, 0.8784, 0.8304, 0.6882, 0.5601, 0.511, 0.6085, 0.4931, 0.5268]}
{"unit_id": "reply:1937145504728543530", "ticker_idx": 0, "ts": "2025-06-23T13:47:33+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short common", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a short position in HIMS common stock.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@WenMoon69420 Short common", "reply_text": null, "parent_text": "@A_May_MD did you have HIMS puts prior to today?", "quoted_text": null, "parent_author": "WenMoon69420", "ret_m1d": 0.529776129608839, "ret_signed_m1d": -0.529776129608839, "alpha_spy_m1d": -0.5395570048922936, "alpha_c_m1d": -0.5395570048922936, "bench_spy_m1d": -0.009780875283454615, "bench_c_m1d": -0.009780875283454615, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023106270397340145, "ret_signed_p1d": -0.023106270397340145, "alpha_spy_p1d": -0.012059084357832761, "alpha_c_p1d": -0.012059084357832761, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.011047186039507384, "ret_p1w": 0.18747020051695595, "ret_signed_p1w": -0.18747020051695595, "alpha_spy_p1w": -0.15797755051774254, "alpha_c_p1w": -0.15797755051774254, "bench_spy_p1w": 0.029492649999213416, "bench_c_p1w": 0.029492649999213416, "ret_p1m": 0.3820867339312237, "ret_signed_p1m": -0.3820867339312237, "alpha_spy_p1m": -0.32533421280059494, "alpha_c_p1m": -0.32533421280059494, "bench_spy_p1m": 0.056752521130628786, "bench_c_p1m": 0.056752521130628786, "ret_p3m": 0.37446406365219564, "ret_signed_p3m": -0.37446406365219564, "alpha_spy_p3m": -0.2602613422614357, "alpha_c_p3m": -0.2602613422614357, "bench_spy_p3m": 0.11420272139075993, "bench_c_p3m": 0.11420272139075993, "ret_p6m": -0.1529299247010738, "ret_signed_p6m": 0.1529299247010738, "alpha_spy_p6m": 0.29346738544312667, "alpha_c_p6m": 0.29346738544312667, "bench_spy_p6m": 0.14053746074205287, "bench_c_p6m": 0.14053746074205287, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3820867339312237, "alpha_spy_stated": -0.32533421280059494, "alpha_c_stated": -0.32533421280059494, "price_path": [-0.1722, -0.1089, -0.1177, -0.2053, -0.2396, -0.3059, -0.2961, -0.2604, -0.2563, -0.3333, -0.3809, -0.3385, -0.3783, -0.2975, -0.3614, -0.3514, -0.3256, -0.2982, -0.358, -0.3514, -0.3845, -0.3961, -0.3637, -0.3297, -0.3309, -0.3216, -0.1653, -0.2115, -0.1386, -0.0276, -0.0024, 0.1784, 0.247, 0.2244, 0.2377, 0.3152, 0.5245, 0.4559, 0.3954, 0.54, 0.485, 0.4581, 0.3816, 0.2749, 0.3061, 0.2711, 0.2706, 0.2482, 0.3473, 0.3523, 0.3037, 0.277, 0.257, 0.3418, 0.3545, 0.3161, 0.3711, 0.3614, 0.3216, 0.424, 0.4111, 0.4547, 0.5298, 0.0, 0.0231, -0.0136, 0.1024, 0.177, 0.1875, 0.1424, 0.1305, 0.1429, 0.1534, 0.1663, 0.2206, 0.1975, 0.1408, 0.2394, 0.202, 0.2351, 0.1908, 0.2001, 0.1339, 0.1913, 0.3821, 0.3654, 0.3733, 0.3978, 0.4357, 0.561, 0.5765, 0.49, 0.5091, 0.3225, 0.218, 0.2161, 0.2373, 0.1906, 0.1424, 0.1513, 0.1227, 0.0962, 0.0743, 0.0048, 0.0333, 0.0472, 0.0617, 0.0241, 0.0803, 0.0484, 0.051, 0.0088, -0.0107, 0.0591, 0.146, 0.1532, 0.1825, 0.1384, 0.1382, 0.233, 0.3221, 0.2854, 0.2122, 0.1994, 0.3387, 0.3773, 0.3745, 0.334, 0.2685, 0.3071, 0.3911, 0.4083, 0.3511, 0.3414, 0.3785, 0.2515, 0.3044, 0.3809, 0.3857, 0.3876, 0.2851, 0.3037, 0.2868, 0.495, 0.409, 0.1858, 0.2234, 0.1758, 0.1305, 0.1551, 0.162, 0.1489, 0.1224, 0.1108, 0.0495, 0.0829, 0.0574, 0.0193, 0.0417, -0.011, -0.0226, -0.0222, -0.0531, -0.0705, -0.1413, -0.1191, -0.1525, -0.1363, -0.1465, -0.1991, -0.1732, -0.1, -0.1165, -0.0853, -0.0529, -0.1065, -0.1351, -0.117, -0.0467, -0.0662, -0.0681, -0.0515, -0.0977, -0.1003, -0.1136, -0.1365, -0.122, -0.167, -0.1717, -0.1529]}
{"unit_id": "quote:1947639803283181720", "ticker_idx": 0, "ts": "2025-07-22T12:48:09+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IMO, the info they have disclosed says that they are *very* likely to hit stat sig when they report P3 data (likely next month)... IMO this subtle data disclosure *massively* increased the probability of success for this readout", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish ABVX: pre-disclosed P3 maintenance data massively raises probability of stat-sig hit at upcoming readout; market not appreciating the information.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "It’s funny, I tried to highlight the most important portion of the $ABVX pitch yesterday, and that slide is still somehow tied for fewest views.  IMO people are really sleeping on the importance of these data…\n\n$ABVX has literally given us a vitally important piece of the phase 3 dataset AHEAD OF TIME!!!\n\nIMO, the info they have disclosed says that they are *very* likely to hit stat sig when they report P3 data (likely next month).  Is there still failure risk?  Absolutely - there’s no guarantees in biotech EVER.\n\nBut I have to say…I’ve never seen such an impactful pre-data disclosure from a P3 trial before, and the market still doesn’t seem to appreciate how big this information is.  I think it’s worth people’s time to really try to understand what’s going on in this part of the pitch.  IMO this subtle data disclosure *massively* increased the probability of success for this readout.", "reply_text": null, "parent_text": null, "quoted_text": "Slide 6⃣...The🔑 Slide!\n👉Analyzing $ABVX's pre-disclosed P3 maintenance arm enrollment\n\n🚨I consider this the most important slide of my $ABVX pitch, and I think it digs into a key piece of data that the market is totally missing the importance of!🚨\n\n…$ABVX has pre-disclosed https://t.co/8gvKf1koTp", "parent_author": null, "ret_m1d": 0.01400003433227548, "ret_signed_m1d": 0.01400003433227548, "alpha_spy_m1d": 0.014143209269380064, "alpha_c_m1d": 0.03227308644223792, "bench_spy_m1d": -0.0001431749371045843, "bench_c_m1d": -0.01827305210996244, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 5.8599998474121096, "ret_signed_p1d": 5.8599998474121096, "alpha_spy_p1d": 5.851492371060262, "alpha_c_p1d": 5.839480169292682, "bench_spy_p1d": 0.008507476351847565, "bench_c_p1d": 0.020519678119427676, "ret_p1w": 5.980000305175781, "ret_signed_p1w": 5.980000305175781, "alpha_spy_p1w": 5.969823206904881, "alpha_c_p1w": 5.9732601956319265, "bench_spy_p1w": 0.010177098270900187, "bench_c_p1w": 0.0067401095438544, "ret_p1m": 6.188999938964844, "ret_signed_p1m": 6.188999938964844, "alpha_spy_p1m": 6.17429089761967, "alpha_c_p1m": 6.159268839539604, "bench_spy_p1m": 0.014709041345173146, "bench_c_p1m": 0.02973109942523977, "ret_p3m": 8.148999786376953, "ret_signed_p3m": 8.148999786376953, "alpha_spy_p3m": 8.078553105106247, "alpha_c_p3m": 8.059715386768307, "bench_spy_p3m": 0.07044668127070652, "bench_c_p3m": 0.08928439960864631, "ret_p6m": 11.001000213623048, "ret_signed_p6m": 11.001000213623048, "alpha_spy_p6m": 10.904840334223644, "alpha_c_p6m": 10.805308068062796, "bench_spy_p6m": 0.09615987939940318, "bench_c_p6m": 0.19569214556025116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 6.188999938964844, "alpha_spy_stated": 6.17429089761967, "alpha_c_stated": 6.159268839539604, "price_path": [-0.377, -0.35, -0.3235, -0.307, -0.316, -0.274, -0.288, -0.288, -0.309, -0.281, -0.288, -0.325, -0.3375, -0.315, -0.329, -0.36, -0.396, -0.39, -0.401, -0.399, -0.412, -0.42, -0.418, -0.395, -0.433, -0.431, -0.432, -0.3985, -0.398, -0.365, -0.226, -0.194, -0.185, -0.181, -0.22, -0.213, -0.258, -0.298, -0.302, -0.328, -0.394, -0.395, -0.403, -0.389, -0.335, -0.295, -0.282, -0.26, -0.235, -0.234, -0.224, -0.204, -0.205, -0.225, -0.169, -0.17, -0.173, -0.117, -0.115, -0.012, 0.034, -0.005, 0.014, 0.0, 5.86, 5.976, 5.649, 5.657, 5.98, 6.0835, 6.177, 6.1945, 6.207, 6.091, 5.909, 6.002, 6.013, 5.9, 6.191, 5.989, 5.956, 6.044, 6.001, 5.896, 6.189, 6.443, 6.728, 6.746, 6.97, 6.943, 7.164, 7.103, 7.199, 7.365, 7.555, 7.803, 8.0, 7.925, 7.763, 7.596, 7.401, 7.587, 7.228, 7.1, 7.331, 7.23, 7.221, 7.202, 7.255, 7.2, 7.284, 7.333, 7.49, 7.24, 7.287, 7.392, 7.667, 7.701, 7.651, 8.061, 8.377, 8.563, 8.782, 8.561, 8.291, 8.273, 8.149, 8.167, 8.071, 8.047, 8.076, 8.484, 8.4245, 8.894, 9.429, 9.242, 8.885, 8.864, 8.961, 9.39, 9.527, 9.612, 9.906, 9.343, 9.09, 10.039, 10.362, 10.383, 10.295, 11.29, 10.912, 11.571, 11.823, 11.568, 11.483, 10.992, 10.483, 10.093, 10.064, 10.451, 10.505, 11.304, 11.753, 12.309, 11.5545, 10.791, 10.098, 10.082, 10.361, 10.494, 12.872, 12.835, 13.531, 13.231, 13.04, 12.834, 12.4855, 12.377, 11.323, 10.91, 11.648, 10.549, 10.44, 10.8, 10.964, 11.501, 10.68, 10.71, 10.884, 11.001]}
{"unit_id": "thread:1906708582130753841", "ticker_idx": 0, "ts": "2025-03-31T14:02:05+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am exposed long to Viking Therapeutics $VKTX.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long position in Viking Therapeutics VKTX.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I am exposed long to Viking Therapeutics $VKTX. \n\nAMA\n\n---\n\nAlright I’m out good luck.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06211180222334467, "ret_signed_m1d": 0.06211180222334467, "alpha_spy_m1d": 0.06877973172191776, "alpha_c_m1d": 0.07231672503837128, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.010204922815026607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00993787887822628, "ret_signed_p1d": -0.00993787887822628, "alpha_spy_p1d": -0.012762321933948995, "alpha_c_p1d": 0.008348525042445099, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": -0.01828640392067138, "ret_p1w": -0.11884053735895783, "ret_signed_p1w": -0.11884053735895783, "alpha_spy_p1w": -0.020501301466678612, "alpha_c_p1w": -0.039804851986581125, "bench_spy_p1w": -0.09833923589227922, "bench_c_p1w": -0.07903568537237671, "ret_p1m": 0.19544518820950518, "ret_signed_p1m": 0.19544518820950518, "alpha_spy_p1m": 0.20411535539900783, "alpha_c_p1m": 0.2333878143313377, "bench_spy_p1m": -0.008670167189502642, "bench_c_p1m": -0.03794262612183252, "ret_p3m": 0.10434784669023678, "ret_signed_p3m": 0.10434784669023678, "alpha_spy_p3m": -0.0030656330961911227, "alpha_c_p3m": 0.16357233042095887, "bench_spy_p3m": 0.1074134797864279, "bench_c_p3m": -0.05922448373072209, "ret_p6m": 0.0881988033855241, "ret_signed_p6m": 0.0881988033855241, "alpha_spy_p6m": -0.10953776958373607, "alpha_c_p6m": 0.1261149436592559, "bench_spy_p6m": 0.19773657296926017, "bench_c_p6m": -0.0379161402737318, "ret_p1y": 0.36480329627759, "ret_signed_p1y": 0.36480329627759, "alpha_spy_p1y": 0.18002804790097815, "alpha_c_p1y": 0.3349789548896869, "bench_spy_p1y": 0.18477524837661186, "bench_c_p1y": 0.02982434138790313, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19544518820950518, "alpha_spy_stated": 0.20411535539900783, "alpha_c_stated": 0.2333878143313377, "price_path": [0.7673, 0.7043, 0.6468, 0.6663, 0.7027, 0.776, 0.7611, 0.7251, 0.6812, 0.6277, 0.6099, 0.405, 0.4435, 0.3482, 0.352, 0.3611, 0.4099, 0.4468, 0.4286, 0.3855, 0.4211, 0.3843, 0.395, 0.3561, 0.3052, 0.3404, 0.3872, 0.3027, 0.3482, 0.2493, 0.2406, 0.2141, 0.2215, 0.2621, 0.2116, 0.3371, 0.3097, 0.4108, 0.2091, 0.1727, 0.152, 0.1872, 0.1954, 0.0642, 0.1631, 0.1569, 0.1876, 0.205, 0.1578, 0.0981, 0.2236, 0.2311, 0.2791, 0.2352, 0.2199, 0.2451, 0.1739, 0.1988, 0.2124, 0.1586, 0.0907, 0.082, 0.0621, 0.0, -0.0099, 0.0634, 0.0029, -0.0634, -0.1188, -0.1727, -0.0435, -0.1089, -0.0799, 0.0174, -0.0431, -0.0228, -0.0087, -0.0178, 0.0551, 0.0679, 0.0625, 0.0348, 0.0741, 0.1569, 0.1954, 0.1849, 0.2157, 0.2211, 0.1184, 0.1412, 0.1532, 0.1408, 0.1718, 0.1484, 0.1002, 0.1346, 0.1772, 0.1387, 0.1872, 0.1284, 0.1482, 0.1172, 0.1255, 0.1234, 0.166, 0.1097, 0.0816, 0.1019, 0.118, 0.1197, 0.1524, 0.1416, 0.2066, 0.1988, 0.1834, 0.0799, 0.1164, 0.0944, 0.0882, 0.077, 0.0294, 0.1159, 0.1217, 0.1665, 0.0981, 0.0973, 0.1043, 0.1478, 0.1673, 0.1391, 0.2501, 0.2588, 0.2957, 0.2882, 0.3097, 0.2712, 0.3097, 0.328, 0.3255, 0.3226, 0.3292, 0.383, 0.3872, 0.4253, 0.3747, 0.3627, 0.3959, 0.3487, 0.3532, 0.407, 0.4091, 0.3201, 0.4725, 0.5689, 0.5814, 0.6505, 0.7089, 0.6663, 0.6576, 0.7429, 0.0087, 0.0638, 0.0625, 0.0766, 0.0704, 0.0783, 0.1023, 0.142, 0.1201, 0.1383, 0.111, 0.0986, 0.1172, 0.0551, 0.0464, 0.0712, 0.0658, 0.0273, -0.0027, -0.019, -0.0439, 0.0783, 0.0518, 0.087, 0.034, 0.1027, 0.0389, 0.0588, 0.0687, 0.0882]}
{"unit_id": "reply:1947798354127122749", "ticker_idx": 0, "ts": "2025-07-22T23:18:10+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The lowest end of that post P2b data buyout list is $6.7B. The high end is $10.8B. $ABVX at $100/share is only $6.3B", "tweet_type": "analysis", "timeline": "unspecified", "summary": "ABVX at $100/share ($6.3B) is below the $6.7B floor of comparable post-P2b buyouts, implying meaningful upside.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "No.  There is no ballpark benchmark for what P3 data like what $ABVX has is worth because literally EVERYTHING else has been bought out by big pharma BEFORE p3 data.  The lowest end of that post P2b data buyout list is $6.7B.  The high end is $10.8B.\n\n$ABVX at $100/share is only $6.3B.", "reply_text": null, "parent_text": "@seedy19tron Is there a ballpark standard for what p3 is worth vs p2 or p2b?  The difference represents so many things-- time &amp; regulatory stage among others.\n\n@A_May_MD  @seedy19tron", "quoted_text": null, "parent_author": "uchi_wawa", "ret_m1d": -0.8542274020053742, "ret_signed_m1d": -0.8542274020053742, "alpha_spy_m1d": -0.845791692254741, "alpha_c_m1d": -0.834120314842449, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.020107087162925197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690967475089633, "ret_signed_p1d": 0.01690967475089633, "alpha_spy_p1d": 0.016578645099805778, "alpha_c_p1d": 0.020652303490745982, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0037426287398496516, "ret_p1w": 0.032580184549052094, "ret_signed_p1w": 0.032580184549052094, "alpha_spy_p1w": 0.03218610163108693, "alpha_c_p1w": 0.04784391651989239, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.0152637319708403, "ret_p1m": 0.08498545132262669, "ret_signed_p1m": 0.08498545132262669, "alpha_spy_p1m": 0.08287268036021289, "alpha_c_p1m": 0.07933504041046202, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.005650410912164672, "ret_p3m": 0.33629737912497526, "ret_signed_p3m": 0.33629737912497526, "alpha_spy_p3m": 0.2748965359821396, "alpha_c_p3m": 0.2664087357998195, "bench_spy_p3m": 0.06140084314283567, "bench_c_p3m": 0.06988864332515576, "ret_p6m": 0.8021865889699193, "ret_signed_p6m": 0.8021865889699193, "alpha_spy_p6m": 0.7095963695241168, "alpha_c_p6m": 0.6303142333109557, "bench_spy_p6m": 0.09259021944580259, "bench_c_p6m": 0.17187235565896364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08498545132262669, "alpha_spy_stated": 0.08287268036021289, "alpha_c_stated": 0.07933504041046202, "price_path": [-0.9052, -0.9014, -0.899, -0.9003, -0.8942, -0.8962, -0.8962, -0.8993, -0.8952, -0.8962, -0.9016, -0.9034, -0.9001, -0.9022, -0.9067, -0.912, -0.9111, -0.9127, -0.9124, -0.9143, -0.9155, -0.9152, -0.9118, -0.9173, -0.9171, -0.9172, -0.9123, -0.9122, -0.9074, -0.8872, -0.8825, -0.8812, -0.8806, -0.8863, -0.8853, -0.8918, -0.8977, -0.8983, -0.902, -0.9117, -0.9118, -0.913, -0.9109, -0.9031, -0.8972, -0.8953, -0.8921, -0.8885, -0.8883, -0.8869, -0.884, -0.8841, -0.887, -0.8789, -0.879, -0.8794, -0.8713, -0.871, -0.856, -0.8493, -0.855, -0.8522, -0.8542, 0.0, 0.0169, -0.0308, -0.0296, 0.0175, 0.0326, 0.0462, 0.0488, 0.0506, 0.0337, 0.0071, 0.0207, 0.0223, 0.0058, 0.0483, 0.0188, 0.014, 0.0268, 0.0206, 0.0052, 0.048, 0.085, 0.1265, 0.1292, 0.1618, 0.1579, 0.1901, 0.1812, 0.1952, 0.2194, 0.2471, 0.2832, 0.312, 0.301, 0.2774, 0.2531, 0.2246, 0.2517, 0.1994, 0.1808, 0.2144, 0.1997, 0.1984, 0.1956, 0.2034, 0.1953, 0.2076, 0.2147, 0.2376, 0.2012, 0.208, 0.2233, 0.2634, 0.2684, 0.2611, 0.3208, 0.3669, 0.394, 0.4259, 0.3937, 0.3544, 0.3517, 0.3337, 0.3363, 0.3223, 0.3188, 0.323, 0.3825, 0.3738, 0.4423, 0.5203, 0.493, 0.441, 0.4379, 0.452, 0.5146, 0.5345, 0.5469, 0.5898, 0.5077, 0.4708, 0.6092, 0.6563, 0.6593, 0.6465, 0.7915, 0.7364, 0.8325, 0.8692, 0.8321, 0.8197, 0.7481, 0.6739, 0.6171, 0.6128, 0.6692, 0.6771, 0.7936, 0.859, 0.9401, 0.8301, 0.7188, 0.6178, 0.6155, 0.6561, 0.6755, 1.0222, 1.0168, 1.1182, 1.0745, 1.0466, 1.0166, 0.9658, 0.95, 0.7964, 0.7362, 0.8437, 0.6835, 0.6676, 0.7201, 0.744, 0.8223, 0.7026, 0.707, 0.7324, 0.7494, 0.8022]}
{"unit_id": "reply:1910075902350024920", "ticker_idx": 0, "ts": "2025-04-09T21:02:37+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "2/3 intend to use more acora than vutra and the 3rd and even split….people are not modeling that AT ALL.", "tweet_type": "prediction", "timeline": "months", "summary": "Prescriber channel checks show 2/3 switching away from PFE tafamidis to BBIO acora; market vastly underestimates BBIO share gains and PFE tafamidis erosion.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "“Two intend to stop using tafamidis”\n…out of three.  People are not modeling that AT ALL.\n\n2/3 intend to use more acora than vutra and the 3rd and even split….people are not modeling that AT ALL.\n\nCan it really just be as easy as listening to the prescribers telling us what they’re doing…?", "reply_text": null, "parent_text": "$BBIO important nugget - many miss on $BBIO 40 to 50% of patients progress on $PFE tafamidis over twelve\nmonths There have been recent papers on \nNASCI &amp;other places where they've come out about 50%, so I think that 40-50% range is\nreasonable $BBIO momentum with switches building", "quoted_text": null, "parent_author": "semodough", "ret_m1d": 0.017641586833710532, "ret_signed_m1d": 0.017641586833710532, "alpha_spy_m1d": -0.02818546120784471, "alpha_c_m1d": -0.01104853222439428, "bench_spy_m1d": 0.04582704804155524, "bench_c_m1d": 0.028690119058104813, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049520223030498745, "ret_signed_p1d": 0.049520223030498745, "alpha_spy_p1d": 0.03167732926938216, "alpha_c_p1d": 0.034841667248313835, "bench_spy_p1d": 0.017842893761116585, "bench_c_p1d": 0.01467855578218491, "ret_p1w": 0.04828218793835526, "ret_signed_p1w": 0.04828218793835526, "alpha_spy_p1w": 0.04479388787257732, "alpha_c_p1w": 0.04383407444024834, "bench_spy_p1w": 0.0034883000657779384, "bench_c_p1w": 0.00444811349810692, "ret_p1m": 0.10430203616984568, "ret_signed_p1m": 0.10430203616984568, "alpha_spy_p1m": -0.0070440535773366175, "alpha_c_p1m": 0.09636962658601655, "bench_spy_p1m": 0.1113460897471823, "bench_c_p1m": 0.007932409583829125, "ret_p3m": 0.4760135128354346, "ret_signed_p3m": 0.4760135128354346, "alpha_spy_p3m": 0.28142548089622177, "alpha_c_p3m": 0.47019675788696147, "bench_spy_p3m": 0.1945880319392128, "bench_c_p3m": 0.005816754948473113, "ret_p6m": 0.7174249247893092, "ret_signed_p6m": 0.7174249247893092, "alpha_spy_p6m": 0.46543999179145357, "alpha_c_p6m": 0.6540294343863216, "bench_spy_p6m": 0.2519849329978556, "bench_c_p6m": 0.06339549040298764, "ret_p1y": 1.4119466726360597, "ret_signed_p1y": 1.4119466726360597, "alpha_spy_p1y": 1.0729307472749443, "alpha_c_p1y": 1.2889257596058723, "bench_spy_p1y": 0.33901592536111536, "bench_c_p1y": 0.12302091303018736, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10430203616984568, "alpha_spy_stated": -0.0070440535773366175, "alpha_c_stated": 0.09636962658601655, "price_path": [-0.0885, -0.1, 0.0439, 0.102, 0.0833, 0.0557, 0.0458, 0.1167, 0.1093, 0.1479, 0.1634, 0.1349, 0.1238, 0.1284, 0.1133, 0.0588, -0.0396, 0.0207, 0.0381, 0.0121, -0.0142, -0.017, -0.0368, -0.0111, -0.0232, 0.0802, 0.0984, 0.1232, 0.1391, 0.1405, 0.1219, 0.0631, 0.0353, 0.06, 0.0802, 0.0217, 0.0381, 0.0823, -0.0025, -0.0229, -0.0282, 0.0009, 0.0087, 0.0, 0.0204, 0.0217, -0.0037, 0.0446, 0.0495, 0.0761, 0.152, 0.1371, 0.1173, 0.1266, 0.0867, 0.0699, 0.022, 0.0715, 0.0545, -0.0291, -0.0508, -0.0672, 0.0176, 0.0, 0.0495, 0.0786, 0.0597, 0.0477, 0.0483, 0.0371, 0.0579, 0.0904, 0.113, 0.1236, 0.1108, 0.1272, 0.1872, 0.1885, 0.1937, 0.1829, 0.1433, 0.1086, 0.0786, 0.0576, 0.1043, 0.0294, 0.0418, 0.0443, 0.0474, 0.0427, 0.0433, 0.0164, 0.0204, 0.0319, 0.0245, -0.0015, 0.0328, 0.06, 0.0975, 0.1613, 0.1767, 0.1866, 0.1953, 0.208, 0.2408, 0.2086, 0.2272, 0.2312, 0.2733, 0.2402, 0.238, 0.2916, 0.3053, 0.3757, 0.3736, 0.3965, 0.3884, 0.3364, 0.324, 0.3256, 0.3615, 0.3463, 0.3367, 0.4231, 0.4321, 0.4383, 0.476, 0.4536, 0.4578, 0.4466, 0.4395, 0.4206, 0.4166, 0.4296, 0.4132, 0.433, 0.4308, 0.4336, 0.4119, 0.463, 0.4661, 0.4779, 0.5231, 0.3869, 0.4222, 0.4417, 0.493, 0.5193, 0.5593, 0.584, 0.5884, 0.5172, 0.5138, 0.5128, 0.5546, 0.519, 0.4636, 0.5125, 0.5348, 0.6271, 0.602, 0.5475, 0.6045, 0.6041, 0.6521, 0.6803, 0.6558, 0.6391, 0.628, 0.585, 0.593, 0.5936, 0.584, 0.6506, 0.6209, 0.5952, 0.5939, 0.5676, 0.5166, 0.5491, 0.6082, 0.6076, 0.6552, 0.649, 0.636, 0.6902, 0.6781, 0.7115, 0.6958, 0.7174]}
{"unit_id": "thread:1913222112812097537", "ticker_idx": 0, "ts": "2025-04-18T13:24:32+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This seems like genuinely market moving commentary for the biotech sector in my opinion. $XBI $BBC $IBB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish biotech ETFs as FDA regulatory bar not rising under new regime removes a major headwind; gene therapy especially positioned to benefit.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "*clears throat*\n\nBiotech limit up! $XBI $IBB $BBC\n\nGene therapy especially would benefit from this type of attitude as they have recently been crushed by Marks’ departure. \n\nLike @Biohazard3737 was saying yesterday - no evidence that the regulatory bar for most therapies is getting *higher* under the new regime.  \n\nIn fact, evidence to the contrary is now mounting.\n\n---\n\nThis exchange even confirms that no FDA reviewers/inspectors have been cut.\n\nConcerns about this type of thing have been a huge headwind for biotech.  This seems like genuinely market moving commentary for the biotech sector in my opinion. $XBI $BBC $IBB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005562018734836638, "ret_signed_m1d": 0.005562018734836638, "alpha_spy_m1d": -0.018821013201855363, "alpha_c_m1d": -0.018821013201855363, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028208126812445222, "ret_signed_p1d": 0.028208126812445222, "alpha_spy_p1d": 0.0021903052812919377, "alpha_c_p1d": 0.0021903052812919377, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.0776056111213197, "ret_signed_p1w": 0.0776056111213197, "alpha_spy_p1w": 0.005662643875225859, "alpha_c_p1w": 0.005662643875225859, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.07800283298184718, "ret_signed_p1m": 0.07800283298184718, "alpha_spy_p1m": -0.07567106244666189, "alpha_c_p1m": -0.07567106244666189, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.14868723093466896, "ret_signed_p3m": 0.14868723093466896, "alpha_spy_p3m": -0.07867938535619667, "alpha_c_p3m": -0.07867938535619667, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.4595481710351945, "ret_signed_p6m": 0.4595481710351945, "alpha_spy_p6m": 0.1457176499241808, "alpha_c_p6m": 0.1457176499241808, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 0.8251209716511165, "ret_signed_p1y": 0.8251209716511165, "alpha_spy_p1y": 0.4252550863061988, "alpha_c_p1y": 0.4252550863061988, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07800283298184718, "alpha_spy_stated": -0.07567106244666189, "alpha_c_stated": -0.07567106244666189, "price_path": [0.1649, 0.1986, 0.2079, 0.2313, 0.2244, 0.2264, 0.2339, 0.226, 0.2387, 0.2272, 0.2106, 0.2259, 0.2541, 0.2365, 0.2082, 0.1963, 0.1792, 0.1914, 0.202, 0.2105, 0.2094, 0.2253, 0.2278, 0.2143, 0.1933, 0.1745, 0.1687, 0.1534, 0.1747, 0.1336, 0.1406, 0.163, 0.1529, 0.1561, 0.142, 0.1411, 0.1541, 0.1385, 0.1538, 0.1692, 0.1411, 0.1582, 0.1467, 0.1537, 0.1763, 0.1532, 0.1267, 0.1327, 0.1177, 0.074, 0.0351, 0.0673, 0.0348, -0.0245, -0.0334, -0.0756, -0.0083, -0.0516, -0.0156, 0.0136, 0.0136, -0.005, 0.0056, 0.0, 0.0282, 0.0475, 0.0712, 0.0628, 0.0776, 0.0844, 0.0985, 0.0926, 0.1058, 0.0946, 0.022, 0.0244, 0.0335, 0.0117, 0.0522, 0.027, 0.0114, 0.0274, 0.0465, 0.0558, 0.078, 0.0506, 0.0495, 0.0467, 0.0502, 0.0432, 0.0656, 0.0487, 0.0759, 0.0905, 0.0923, 0.0934, 0.1159, 0.116, 0.1294, 0.1173, 0.1172, 0.1071, 0.1041, 0.0873, 0.0947, 0.091, 0.0896, 0.1101, 0.1029, 0.1083, 0.0994, 0.0984, 0.1003, 0.123, 0.129, 0.107, 0.1219, 0.1638, 0.1705, 0.1525, 0.1691, 0.1378, 0.1631, 0.1671, 0.1426, 0.1373, 0.1487, 0.1684, 0.1588, 0.1603, 0.1466, 0.1369, 0.1422, 0.1345, 0.1381, 0.1499, 0.1503, 0.1407, 0.13, 0.1315, 0.1279, 0.1512, 0.1856, 0.1863, 0.201, 0.1948, 0.1761, 0.1817, 0.1909, 0.2042, 0.176, 0.1907, 0.1958, 0.1958, 0.19, 0.2301, 0.2403, 0.238, 0.2644, 0.2507, 0.258, 0.2436, 0.2675, 0.2466, 0.2374, 0.2415, 0.2419, 0.2805, 0.2662, 0.289, 0.282, 0.2909, 0.27, 0.2977, 0.3169, 0.3275, 0.3432, 0.3591, 0.3725, 0.373, 0.3736, 0.3969, 0.4112, 0.3909, 0.3946, 0.3926, 0.4357, 0.4296, 0.4282, 0.4595]}
{"unit_id": "thread:1913222112812097537", "ticker_idx": 1, "ts": "2025-04-18T13:24:32+00:00", "symbol": "IBB", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This seems like genuinely market moving commentary for the biotech sector in my opinion. $XBI $BBC $IBB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish biotech ETFs as FDA regulatory bar not rising under new regime removes a major headwind; gene therapy especially positioned to benefit.", "resolved_tickers": ["IBB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "*clears throat*\n\nBiotech limit up! $XBI $IBB $BBC\n\nGene therapy especially would benefit from this type of attitude as they have recently been crushed by Marks’ departure. \n\nLike @Biohazard3737 was saying yesterday - no evidence that the regulatory bar for most therapies is getting *higher* under the new regime.  \n\nIn fact, evidence to the contrary is now mounting.\n\n---\n\nThis exchange even confirms that no FDA reviewers/inspectors have been cut.\n\nConcerns about this type of thing have been a huge headwind for biotech.  This seems like genuinely market moving commentary for the biotech sector in my opinion. $XBI $BBC $IBB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008955972492463493, "ret_signed_m1d": 0.008955972492463493, "alpha_spy_m1d": -0.015427059444228508, "alpha_c_m1d": -0.015427059444228508, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027209060722845235, "ret_signed_p1d": 0.027209060722845235, "alpha_spy_p1d": 0.0011912391916919507, "alpha_c_p1d": 0.0011912391916919507, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.06294774643212042, "ret_signed_p1w": 0.06294774643212042, "alpha_spy_p1w": -0.008995220813973415, "alpha_c_p1w": -0.008995220813973415, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.0633741591787822, "ret_signed_p1m": 0.0633741591787822, "alpha_spy_p1m": -0.09029973624972687, "alpha_c_p1m": -0.09029973624972687, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.13306034914696574, "ret_signed_p3m": 0.13306034914696574, "alpha_spy_p3m": -0.09430626714389989, "alpha_c_p3m": -0.09430626714389989, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.33557117387201574, "ret_signed_p6m": 0.33557117387201574, "alpha_spy_p6m": 0.02174065276100201, "alpha_c_p6m": 0.02174065276100201, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 0.4907809772941736, "ret_signed_p1y": 0.4907809772941736, "alpha_spy_p1y": 0.09091509194925584, "alpha_c_p1y": 0.09091509194925584, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0633741591787822, "alpha_spy_stated": -0.09029973624972687, "alpha_c_stated": -0.09029973624972687, "price_path": [0.1304, 0.1598, 0.1615, 0.1782, 0.1701, 0.1792, 0.1774, 0.1717, 0.1834, 0.1817, 0.1747, 0.1829, 0.2129, 0.1978, 0.1732, 0.1603, 0.144, 0.1545, 0.1678, 0.1637, 0.1684, 0.1823, 0.1882, 0.1838, 0.1823, 0.1748, 0.1678, 0.1546, 0.1678, 0.144, 0.145, 0.1657, 0.1608, 0.1671, 0.1576, 0.1419, 0.1441, 0.1346, 0.1436, 0.1598, 0.1437, 0.1478, 0.1322, 0.1394, 0.1541, 0.1342, 0.1186, 0.1223, 0.1113, 0.0909, 0.0614, 0.0815, 0.0559, -0.0007, -0.0088, -0.0445, 0.0119, -0.035, -0.0024, 0.0261, 0.0223, 0.0047, 0.009, 0.0, 0.0272, 0.0406, 0.0594, 0.051, 0.0629, 0.0641, 0.0797, 0.0652, 0.0798, 0.0735, 0.0116, 0.0184, 0.0165, -0.0052, 0.041, 0.0195, -0.0027, 0.0171, 0.0334, 0.045, 0.0634, 0.038, 0.0357, 0.0342, 0.0479, 0.0398, 0.0597, 0.0382, 0.0552, 0.0647, 0.0672, 0.0667, 0.0829, 0.0883, 0.0985, 0.0906, 0.1003, 0.0918, 0.0905, 0.0689, 0.0728, 0.0705, 0.0657, 0.0867, 0.0806, 0.0833, 0.0787, 0.0791, 0.0886, 0.105, 0.1088, 0.0928, 0.1031, 0.1284, 0.14, 0.1224, 0.125, 0.1007, 0.1189, 0.1237, 0.1065, 0.1014, 0.1331, 0.155, 0.1552, 0.1557, 0.1439, 0.1418, 0.1404, 0.1324, 0.1348, 0.1546, 0.1379, 0.1215, 0.1193, 0.1262, 0.1237, 0.143, 0.1694, 0.1708, 0.1836, 0.1803, 0.1761, 0.1807, 0.1836, 0.1928, 0.1691, 0.1811, 0.1821, 0.1789, 0.1789, 0.1976, 0.1972, 0.1971, 0.2207, 0.213, 0.2192, 0.1997, 0.2265, 0.2025, 0.2003, 0.2029, 0.2034, 0.2258, 0.2181, 0.2239, 0.2161, 0.2088, 0.1869, 0.203, 0.2154, 0.2321, 0.2675, 0.2769, 0.2887, 0.2846, 0.2843, 0.2972, 0.2977, 0.2798, 0.2882, 0.2914, 0.3091, 0.3094, 0.3159, 0.3356]}
{"unit_id": "thread:1913222112812097537", "ticker_idx": 2, "ts": "2025-04-18T13:24:32+00:00", "symbol": "BBC", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Biotech limit up! $XBI $IBB $BBC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish biotech ETFs as FDA regulatory bar not rising under new regime removes a major headwind; gene therapy especially positioned to benefit.", "resolved_tickers": ["BBC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "*clears throat*\n\nBiotech limit up! $XBI $IBB $BBC\n\nGene therapy especially would benefit from this type of attitude as they have recently been crushed by Marks’ departure. \n\nLike @Biohazard3737 was saying yesterday - no evidence that the regulatory bar for most therapies is getting *higher* under the new regime.  \n\nIn fact, evidence to the contrary is now mounting.\n\n---\n\nThis exchange even confirms that no FDA reviewers/inspectors have been cut.\n\nConcerns about this type of thing have been a huge headwind for biotech.  This seems like genuinely market moving commentary for the biotech sector in my opinion. $XBI $BBC $IBB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030867751608927407, "ret_signed_m1d": -0.030867751608927407, "alpha_spy_m1d": -0.05525078354561941, "alpha_c_m1d": -0.05525078354561941, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0419336069015368, "ret_signed_p1d": 0.0419336069015368, "alpha_spy_p1d": 0.015915785370383517, "alpha_c_p1d": 0.015915785370383517, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.0809552001285041, "ret_signed_p1w": 0.0809552001285041, "alpha_spy_p1w": 0.009012232882410265, "alpha_c_p1w": 0.009012232882410265, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.09143863009406128, "ret_signed_p1m": 0.09143863009406128, "alpha_spy_p1m": -0.06223526533444779, "alpha_c_p1m": -0.06223526533444779, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.26441465972229516, "ret_signed_p3m": 0.26441465972229516, "alpha_spy_p3m": 0.037048043431429534, "alpha_c_p3m": 0.037048043431429534, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.8294701341532473, "ret_signed_p6m": 0.8294701341532473, "alpha_spy_p6m": 0.5156396130422336, "alpha_c_p6m": 0.5156396130422336, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 1.8043126584767908, "ret_signed_p1y": 1.8043126584767908, "alpha_spy_p1y": 1.404446773131873, "alpha_c_p1y": 1.404446773131873, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09143863009406128, "alpha_spy_stated": -0.06223526533444779, "alpha_c_stated": -0.06223526533444779, "price_path": [0.2713, 0.3083, 0.3286, 0.3502, 0.3377, 0.3393, 0.3386, 0.3358, 0.3551, 0.3408, 0.3094, 0.3432, 0.3891, 0.368, 0.3125, 0.2806, 0.2411, 0.2611, 0.2741, 0.3006, 0.2864, 0.2933, 0.2899, 0.2666, 0.2203, 0.1888, 0.1892, 0.169, 0.1848, 0.1172, 0.1274, 0.166, 0.1727, 0.1702, 0.1281, 0.1494, 0.1805, 0.1462, 0.1622, 0.173, 0.1409, 0.1634, 0.1637, 0.1386, 0.1666, 0.1275, 0.0909, 0.1107, 0.0868, 0.0215, -0.0373, 0.0047, -0.0448, -0.1077, -0.1241, -0.1765, -0.1101, -0.1357, -0.0856, -0.0448, -0.0402, -0.0553, -0.0309, 0.0, 0.0419, 0.0629, 0.0868, 0.0673, 0.081, 0.0885, 0.1118, 0.1112, 0.1386, 0.1066, -0.0012, -0.0116, 0.0221, 0.0064, 0.0443, 0.0256, 0.0029, 0.0192, 0.0338, 0.051, 0.0914, 0.0542, 0.0621, 0.0536, 0.032, 0.0361, 0.0786, 0.0594, 0.1072, 0.1444, 0.1404, 0.1508, 0.1959, 0.1846, 0.2027, 0.1776, 0.1759, 0.1561, 0.1565, 0.134, 0.1402, 0.1252, 0.1176, 0.1553, 0.1538, 0.1497, 0.1305, 0.1252, 0.1334, 0.1759, 0.1835, 0.1642, 0.1838, 0.2574, 0.2539, 0.2341, 0.2635, 0.2268, 0.2577, 0.274, 0.2583, 0.2603, 0.2644, 0.3063, 0.2979, 0.2944, 0.3046, 0.2729, 0.2889, 0.2615, 0.2493, 0.2658, 0.2801, 0.2557, 0.2242, 0.2251, 0.2263, 0.2665, 0.3116, 0.3145, 0.3366, 0.327, 0.286, 0.2918, 0.3183, 0.3439, 0.3093, 0.3326, 0.3352, 0.332, 0.3221, 0.3512, 0.3692, 0.3687, 0.42, 0.4199, 0.4327, 0.4094, 0.4388, 0.4048, 0.3978, 0.4048, 0.4056, 0.4709, 0.4307, 0.479, 0.4706, 0.5189, 0.4939, 0.5612, 0.5759, 0.5897, 0.5894, 0.6183, 0.6392, 0.6407, 0.631, 0.6878, 0.7263, 0.689, 0.7023, 0.7024, 0.7853, 0.7758, 0.7535, 0.8295]}
{"unit_id": "reply:1907255100319674632", "ticker_idx": 0, "ts": "2025-04-02T02:13:45+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "being short $HIMS (publicly, called in real time) from that red dot on the chart", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still short HIMS, a live position publicly called in real time from a prior entry point.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "lol. Literally by far the call I’m catching the most heat/insults for right now is being short $HIMS (publicly, called in real time) from that red dot on the chart.  \n\nThese trolls can’t even troll right. \n\nWe are currently at the bottom of the worst small cap biotech bear market of all time and they can’t even do the work to find a name we are actually down on (hint:  it should be that hard!)  😂", "reply_text": null, "parent_text": "The worst you got is *checks notes* A FLAT LONG YTD??", "quoted_text": null, "parent_author": "Biotenic", "ret_m1d": -0.0054452299818349426, "ret_signed_m1d": 0.0054452299818349426, "alpha_spy_m1d": -0.0008434913798303079, "alpha_c_m1d": -0.0008434913798303079, "bench_spy_m1d": -0.00628872136166525, "bench_c_m1d": -0.00628872136166525, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1034593085610569, "ret_signed_p1d": 0.1034593085610569, "alpha_spy_p1d": 0.054178397831231684, "alpha_c_p1d": 0.054178397831231684, "bench_spy_p1d": -0.04928091072982521, "bench_c_p1d": -0.04928091072982521, "ret_p1w": -0.05541318322503341, "ret_signed_p1w": 0.05541318322503341, "alpha_spy_p1w": 0.027247588050150706, "alpha_c_p1w": 0.027247588050150706, "bench_spy_p1w": -0.028165595174882707, "bench_c_p1w": -0.028165595174882707, "ret_p1m": 0.3074952143693124, "ret_signed_p1m": -0.3074952143693124, "alpha_spy_p1m": -0.3035273489263286, "alpha_c_p1m": -0.3035273489263286, "bench_spy_p1m": 0.003967865442983776, "bench_c_p1m": 0.003967865442983776, "ret_p3m": 0.5368353810857605, "ret_signed_p3m": -0.5368353810857605, "alpha_spy_p3m": -0.4258230798257685, "alpha_c_p3m": -0.4258230798257685, "bench_spy_p3m": 0.11101230125999195, "bench_c_p3m": 0.11101230125999195, "ret_p6m": 0.8536194812512574, "ret_signed_p6m": -0.8536194812512574, "alpha_spy_p6m": -0.6613514574773953, "alpha_c_p6m": -0.6613514574773953, "bench_spy_p6m": 0.1922680237738621, "bench_c_p6m": 0.1922680237738621, "ret_p1y": -0.34881485038951277, "ret_signed_p1y": 0.34881485038951277, "alpha_spy_p1y": 0.5294349579176796, "alpha_c_p1y": 0.5294349579176796, "bench_spy_p1y": 0.18062010752816682, "bench_c_p1y": 0.18062010752816682, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3074952143693124, "alpha_spy_stated": -0.3035273489263286, "alpha_c_stated": -0.3035273489263286, "price_path": [-0.1938, -0.2255, -0.1928, -0.147, -0.1384, -0.1137, -0.1758, -0.1861, -0.1704, -0.1605, -0.1076, -0.1051, -0.1079, -0.0452, -0.048, -0.0106, -0.0112, -0.0227, 0.0102, 0.0205, 0.0878, 0.1941, 0.247, 0.3405, 0.3517, 0.2963, 0.3629, 0.434, 0.3959, 0.4843, 0.8956, 0.9369, 0.8738, 1.2018, 1.1272, 0.5785, 0.6435, 0.2767, 0.3418, 0.3242, 0.4443, 0.303, 0.2969, 0.3097, 0.1015, 0.1515, 0.1041, 0.1118, 0.0868, 0.0102, 0.0615, 0.1111, 0.0086, 0.0852, 0.0529, 0.1131, 0.1983, 0.1864, 0.0685, 0.0224, -0.0666, -0.0535, -0.0054, 0.0, -0.1035, -0.1675, -0.1105, -0.164, -0.0554, -0.1413, -0.1278, -0.0932, -0.0564, -0.1368, -0.1278, -0.1723, -0.188, -0.1445, -0.0987, -0.1003, -0.0878, 0.1224, 0.0602, 0.1582, 0.3075, 0.3414, 0.5846, 0.6768, 0.6464, 0.6643, 0.7684, 1.05, 0.9577, 0.8764, 1.0708, 0.9968, 0.9606, 0.8578, 0.7143, 0.7562, 0.7092, 0.7085, 0.6784, 0.8117, 0.8184, 0.753, 0.7172, 0.6903, 0.8043, 0.8213, 0.7697, 0.8437, 0.8306, 0.7771, 0.9148, 0.8975, 0.9561, 1.057, 0.3447, 0.3757, 0.3264, 0.4824, 0.5826, 0.5967, 0.5362, 0.5202, 0.5368, 0.5509, 0.5682, 0.6413, 0.6102, 0.534, 0.6666, 0.6163, 0.6608, 0.6012, 0.6137, 0.5247, 0.6019, 0.8584, 0.836, 0.8466, 0.8796, 0.9305, 1.099, 1.1198, 1.0035, 1.0291, 0.7783, 0.6377, 0.6352, 0.6637, 0.6009, 0.5362, 0.548, 0.5096, 0.4741, 0.4446, 0.3511, 0.3895, 0.4081, 0.4276, 0.377, 0.4526, 0.4097, 0.4132, 0.3565, 0.3302, 0.4241, 0.541, 0.5506, 0.59, 0.5307, 0.5304, 0.6579, 0.7777, 0.7284, 0.63, 0.6127, 0.8001, 0.852, 0.8482, 0.7937, 0.7056, 0.7575, 0.8706, 0.8937, 0.8168, 0.8037, 0.8536]}
{"unit_id": "thread:1916206716179632182", "ticker_idx": 0, "ts": "2025-04-26T19:04:17+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Probably not a bad buy here", "tweet_type": "analysis", "timeline": "unspecified", "summary": "APGE probably a buy here, though faces crowded IL-4/13 space and dosing interval as its only differentiator.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$2B is cheap if you think you have a real, late stage asset for AD that has a pitch for sparse dosing and non IL4/13 axis MOA.  \n\nRocatinlimab as an exemplar has never shown efficacy results on par with dupi, but it’s going to have infrequent dosing and presents a non-IL4/13 MOA.  $AMGN moves >$2B at a time on rocat news and its NPV would *certainly* be higher than that in sellside models. \n\nEasy to forget about these sorts of valuations in this market, but AD is massive.  There’s a reason $QTTB $ANAB and $CRVS all had huge multiples of $NKTR’s valuation into their AD data.  If someone hits here with a new MOA it’ll be extremely valuable.\n\n---\n\nAlso yes $APGE >$2B right now is another relevant comp that has also traded consistently in the $3-$4B range when the market was healthier.  Probably not a bad buy here but with dosing interval as it’s only differentiating factor competing with 3 other IL-4/13 AD drugs that will have been on the market for many years by the time it gets there.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.024874369373725447, "ret_signed_m1d": -0.024874369373725447, "alpha_spy_m1d": -0.0244932419669458, "alpha_c_m1d": -0.020906029585051278, "bench_spy_m1d": -0.0003811274067796466, "bench_c_m1d": -0.003968339788674169, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0002646767924887605, "ret_signed_p1d": -0.0002646767924887605, "alpha_spy_p1d": -0.006563953268399647, "alpha_c_p1d": -0.005170698496553161, "bench_spy_p1d": 0.006299276475910887, "bench_c_p1d": 0.0049060217040644005, "ret_p1w": 0.04233920178243977, "ret_signed_p1w": 0.04233920178243977, "alpha_spy_p1w": 0.019356612405984297, "alpha_c_p1w": 0.045658290971476, "bench_spy_p1w": 0.022982589376455476, "bench_c_p1w": -0.0033190891890362284, "ret_p1m": -0.03678220047561065, "ret_signed_p1m": -0.03678220047561065, "alpha_spy_p1m": -0.1037332070643282, "alpha_c_p1m": 0.014588828761396666, "bench_spy_p1m": 0.06695100658871755, "bench_c_p1m": -0.051371029237007315, "ret_p3m": 0.0037046675378860083, "ret_signed_p3m": 0.0037046675378860083, "alpha_spy_p3m": -0.15294049441935154, "alpha_c_p3m": 0.02916114035009698, "bench_spy_p3m": 0.15664516195723754, "bench_c_p3m": -0.025456472812210973, "ret_p6m": 0.48795972955725087, "ret_signed_p6m": 0.48795972955725087, "alpha_spy_p6m": 0.23685474659730898, "alpha_c_p6m": 0.4220052140775994, "bench_spy_p6m": 0.2511049829599419, "bench_c_p6m": 0.06595451547965148, "ret_p1y": 1.1706799892029633, "ret_signed_p1y": 1.1706799892029633, "alpha_spy_p1y": 0.8640861367475849, "alpha_c_p1y": 1.1217086323151528, "bench_spy_p1y": 0.3065938524553784, "bench_c_p1y": 0.04897135688781051, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03678220047561065, "alpha_spy_stated": -0.1037332070643282, "alpha_c_stated": 0.014588828761396666, "price_path": [0.0643, 0.0619, 0.0669, 0.1246, 0.0945, 0.0683, 0.0712, 0.0937, 0.1019, 0.0511, 0.0413, -0.0873, -0.0606, -0.0405, -0.0331, -0.0757, -0.1024, -0.1016, -0.0857, -0.117, -0.1252, -0.1776, -0.1921, -0.168, -0.1694, -0.1963, -0.1683, -0.0622, -0.0437, -0.0066, 0.0656, 0.0196, 0.0143, 0.0569, 0.0677, 0.0275, 0.0701, 0.0683, 0.0542, 0.0807, 0.0556, 0.0622, 0.0386, 0.0511, -0.0114, -0.0577, 0.0011, -0.0741, -0.1447, -0.1453, -0.2382, -0.1585, -0.2077, -0.1585, -0.1193, -0.1307, -0.1522, -0.1238, -0.1307, -0.0606, -0.0333, -0.0196, -0.0249, 0.0, -0.0003, 0.0386, 0.0373, 0.0617, 0.0423, -0.0587, -0.0675, 0.0005, -0.0132, 0.0474, 0.0516, 0.0545, 0.0754, 0.0749, 0.0561, 0.0675, 0.0632, 0.068, 0.0447, -0.0241, -0.0368, -0.0028, -0.0304, -0.0386, -0.0188, -0.0341, -0.0037, 0.0844, 0.0619, 0.1119, 0.123, 0.1077, 0.177, 0.1275, 0.1024, 0.0897, 0.1103, 0.0942, 0.1524, 0.1376, 0.1593, 0.1479, 0.1492, 0.1712, 0.1728, 0.2559, 0.0384, -0.0365, -0.0204, 0.0206, 0.0093, 0.0288, -0.0172, 0.0153, 0.032, 0.0402, 0.0349, 0.0479, 0.0738, 0.1019, 0.0802, 0.0495, 0.0037, -0.0048, 0.0124, -0.0011, -0.0146, 0.0143, -0.0389, -0.0474, -0.0635, -0.0831, -0.0288, -0.0114, 0.0087, -0.0132, -0.0236, -0.0365, -0.0468, -0.0381, 0.0127, -0.0225, 0.0021, 0.0, -0.031, -0.0376, 0.0019, 0.0098, -0.0175, 0.0021, 0.0167, 0.0177, -0.0079, -0.0138, -0.0241, -0.0246, -0.0251, -0.0042, 0.0169, -0.0333, 0.0045, 0.009, 0.0167, -0.0071, 0.0114, 0.054, 0.0513, 0.0421, 0.0482, 0.0553, 0.0537, 0.0513, 0.2501, 0.408, 0.3885, 0.4282, 0.3858, 0.4779, 0.4131, 0.4594, 0.5067, 0.4784, 0.4152, 0.4242, 0.411, 0.488]}
{"unit_id": "reply:1910092764844605508", "ticker_idx": 0, "ts": "2025-04-09T22:09:37+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this should become a great example of biotech valuations getting WAY out of hand with likely forced selling", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish LXEO: traded above $11 <6 months ago with worse data/no FDA alignment; current valuation is anomalously depressed.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Oh for sure.  $LXEO has traded >$11 less than 6 months ago with none of the back-to-back positive datasets they've just released or the FDA alignment on even less stringent approvable endpoints for FA...At the risk of sounding like a broken record - this should become a great example of biotech valuations getting WAY out of hand with likely forced selling.", "reply_text": null, "parent_text": "$LXEO good to see this strength on a down day. If $XBI was $90 this would probably be $5+ on the data they have generated lately", "quoted_text": null, "parent_author": "BioValues", "ret_m1d": 0.08755751710680704, "ret_signed_m1d": 0.08755751710680704, "alpha_spy_m1d": 0.041730469065251796, "alpha_c_m1d": 0.058867398048702224, "bench_spy_m1d": 0.04582704804155524, "bench_c_m1d": 0.028690119058104813, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08755762697711622, "ret_signed_p1d": -0.08755762697711622, "alpha_spy_p1d": -0.1054005207382328, "alpha_c_p1d": -0.10223618275930113, "bench_spy_p1d": 0.017842893761116585, "bench_c_p1d": 0.01467855578218491, "ret_p1w": 0.2488478999389121, "ret_signed_p1w": 0.2488478999389121, "alpha_spy_p1w": 0.24535959987313416, "alpha_c_p1w": 0.24439978644080518, "bench_spy_p1w": 0.0034883000657779384, "bench_c_p1w": 0.00444811349810692, "ret_p1m": 0.21198157694657227, "ret_signed_p1m": 0.21198157694657227, "alpha_spy_p1m": 0.10063548719938997, "alpha_c_p1m": 0.20404916736274314, "bench_spy_p1m": 0.1113460897471823, "bench_c_p1m": 0.007932409583829125, "ret_p3m": 1.046082903740425, "ret_signed_p3m": 1.046082903740425, "alpha_spy_p3m": 0.8514948718012121, "alpha_c_p3m": 1.0402661487919518, "bench_spy_p3m": 0.1945880319392128, "bench_c_p3m": 0.005816754948473113, "ret_p6m": 2.7972347840608944, "ret_signed_p6m": 2.7972347840608944, "alpha_spy_p6m": 2.545249851063039, "alpha_c_p6m": 2.7338392936579066, "bench_spy_p6m": 0.2519849329978556, "bench_c_p6m": 0.06339549040298764, "ret_p1y": 2.0737326459846797, "ret_signed_p1y": 2.0737326459846797, "alpha_spy_p1y": 1.7347167206235643, "alpha_c_p1y": 1.9507117329544923, "bench_spy_p1y": 0.33901592536111536, "bench_c_p1y": 0.12302091303018736, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21198157694657227, "alpha_spy_stated": 0.10063548719938997, "alpha_c_stated": 0.20404916736274314, "price_path": [2.1429, 1.9447, 1.9217, 1.6728, 1.53, 1.3917, 1.3364, 1.2488, 1.2581, 1.5853, 1.5714, 1.7051, 1.6175, 1.4009, 1.4194, 1.5023, 1.5576, 1.659, 1.6774, 1.4977, 1.2811, 1.129, 0.9585, 0.8203, 0.9447, 1.0737, 0.9954, 1.0553, 0.8571, 0.7926, 0.7189, 0.5553, 0.4562, 0.3779, 0.318, 0.0783, 0.1521, 0.2488, 0.2949, 0.2442, 0.2074, 0.2258, 0.341, 0.3687, 0.4147, 0.4332, 0.3641, 0.4009, 0.2396, 0.2488, 0.8848, 1.0461, 0.8387, 0.894, 0.8894, 0.5991, 0.4424, 0.3571, 0.2166, 0.076, -0.1751, -0.1613, 0.0876, 0.0, -0.0876, -0.0138, 0.1751, 0.0507, 0.2488, 0.4793, 0.576, 0.553, 0.6912, 0.6959, 0.6359, 0.6452, 0.8111, 1.1705, 1.1382, 1.0507, 0.4977, 0.3779, 0.3825, 0.2396, 0.212, 0.3041, 0.2396, 0.2442, 0.4931, 0.5161, 0.6267, 0.4101, 0.4194, 0.2995, 0.2442, 0.2627, 0.3226, 0.2535, 0.2535, 0.2995, 0.4286, 0.5069, 0.788, 1.0184, 1.1244, 1.0783, 0.8848, 0.8157, 0.8065, 0.8065, 0.9539, 0.8018, 0.8249, 0.9401, 0.9309, 0.9263, 0.8986, 0.8525, 0.9447, 1.0184, 1.0507, 1.0922, 1.0461, 1.1198, 1.1152, 1.0599, 1.0461, 0.8986, 0.9401, 0.9631, 0.9124, 0.8249, 0.7926, 0.7972, 0.6912, 0.9032, 0.9631, 0.8894, 1.1429, 1.1797, 1.1244, 1.1982, 1.1797, 1.1935, 1.0507, 1.0876, 1.0461, 1.1521, 1.1751, 1.2074, 1.1751, 1.2673, 1.2028, 1.212, 1.2028, 1.2581, 1.1475, 1.2535, 1.235, 1.1935, 1.2074, 1.2074, 1.2673, 1.2903, 1.3134, 1.4194, 1.3917, 1.3963, 1.3871, 1.3871, 1.4793, 1.4009, 1.47, 1.5161, 1.3733, 1.447, 1.4654, 2.0138, 1.9954, 2.1198, 2.0691, 2.0599, 2.0599, 2.0876, 2.0507, 1.9816, 2.8433, 2.7005, 2.7788, 2.7972]}
{"unit_id": "reply:1928084896943153530", "ticker_idx": 0, "ts": "2025-05-29T13:43:56+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NTLA should trade below cash", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: Grade 4 liver toxicity in a well-treated disease is a serious adverse event; stock should trade below cash value.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CathieDWood Grade 4 LFT elevation for a disease that is extremely well treated with numerous approved and safe therapies.  That is a very serious AE.  $NTLA should trade below cash.", "reply_text": null, "parent_text": "Another overreaction in the gene editing space $NTLA!", "quoted_text": null, "parent_author": "CathieDWood", "ret_m1d": 0.2966443080170986, "ret_signed_m1d": -0.2966443080170986, "alpha_spy_m1d": -0.30057622926160976, "alpha_c_m1d": -0.3032928232043345, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.0066485151872358594, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07785234074566583, "ret_signed_p1d": 0.07785234074566583, "alpha_spy_p1d": 0.07673372992100813, "alpha_c_p1d": 0.07996783606538627, "bench_spy_p1d": -0.0011186108246576953, "bench_c_p1d": 0.0021154953197204396, "ret_p1w": 0.017449680237473952, "ret_signed_p1w": -0.017449680237473952, "alpha_spy_p1w": -0.01236547655589737, "alpha_c_p1w": -0.011783288064607156, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.0056663921728667965, "ret_p1m": 0.2590604502802203, "ret_signed_p1m": -0.2590604502802203, "alpha_spy_p1m": -0.20885020200505133, "alpha_c_p1m": -0.23583998795255834, "bench_spy_p1m": 0.050210248275168956, "bench_c_p1m": 0.02322046232766195, "ret_p3m": 0.5570470709332733, "ret_signed_p3m": -0.5570470709332733, "alpha_spy_p3m": -0.45402473427652046, "alpha_c_p3m": -0.5213769966791413, "bench_spy_p3m": 0.10302233665675287, "bench_c_p3m": 0.035670074254132045, "ret_p6m": 0.14362425179767624, "ret_signed_p6m": -0.14362425179767624, "alpha_spy_p6m": 0.014886489499129851, "alpha_c_p6m": 0.0644765851307123, "bench_spy_p6m": 0.1585107412968061, "bench_c_p6m": 0.20810083692838854, "ret_p1y": 0.8429530058727137, "ret_signed_p1y": -0.8429530058727137, "alpha_spy_p1y": -0.5426640069339463, "alpha_c_p1y": -0.7060790858266794, "bench_spy_p1y": 0.30028899893876737, "bench_c_p1y": 0.13687392004603427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2590604502802203, "alpha_spy_stated": -0.20885020200505133, "alpha_c_stated": -0.23583998795255834, "price_path": [0.4577, 0.3544, 0.2685, 0.2208, 0.257, 0.3289, 0.3893, 0.2698, 0.2483, 0.2913, 0.2376, 0.2268, 0.2859, 0.2336, 0.2483, 0.1678, 0.2081, 0.2497, 0.1718, 0.1154, 0.1275, 0.0832, -0.0456, -0.1067, -0.0201, -0.0752, -0.1101, -0.1221, -0.157, -0.0497, -0.0913, -0.0054, 0.0067, -0.0121, -0.0792, -0.0295, 0.0631, 0.1154, 0.0859, 0.098, 0.1154, 0.1383, 0.1007, 0.1906, 0.1597, 0.1866, 0.1329, -0.0268, -0.0215, 0.1114, 0.0899, 0.1477, 0.1168, 0.0577, 0.0839, 0.1409, 0.2161, 0.298, 0.2349, 0.2698, 0.2295, 0.2517, 0.2966, 0.0, -0.0779, -0.0389, 0.0322, 0.0295, 0.0174, 0.0859, 0.1114, 0.1369, 0.1235, 0.1208, 0.1154, 0.2027, 0.2859, 0.2886, 0.2349, 0.2389, 0.2846, 0.2832, 0.2899, 0.2832, 0.2591, 0.3262, 0.4403, 0.4416, 0.3758, 0.4926, 0.6282, 0.6322, 0.5483, 0.604, 0.5409, 0.6054, 0.5879, 0.6188, 0.6953, 0.8107, 0.9114, 0.7154, 0.8248, 0.7597, 0.6779, 0.655, 0.5624, 0.5423, 0.6268, 0.5544, 0.5262, 0.5383, 0.4483, 0.4416, 0.4577, 0.4765, 0.4631, 0.4752, 0.4403, 0.3812, 0.3705, 0.3591, 0.4121, 0.5275, 0.5248, 0.5329, 0.557, 0.5242, 0.5302, 0.5718, 0.5597, 0.6188, 0.5893, 0.5946, 0.5154, 0.5329, 0.5329, 0.553, 0.647, 0.6658, 1.1624, 1.0926, 1.3168, 1.2926, 1.3839, 1.2295, 1.1893, 1.2711, 1.3181, 1.5181, 1.7436, 1.6792, 1.757, 1.7436, 2.2846, 2.4174, 2.2913, 2.1893, 2.2081, 2.4805, 2.3436, 2.3221, 2.7557, 2.6201, 2.2993, 2.4752, 2.4362, 0.9852, 0.8738, 0.7611, 0.6463, 0.694, 0.7544, 0.6376, 0.8215, 0.6537, 0.2779, 0.306, 0.3664, 0.2738, 0.1638, 0.1678, 0.1383, 0.1369, 0.106, 0.0792, 0.102, 0.1208, 0.1477, 0.1436]}
{"unit_id": "reply:1937885395825401895", "ticker_idx": 0, "ts": "2025-06-25T14:47:37+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added to what was my largest position already and still haven't sold a share. When something is up 300% but is still cheap, you've got to rely on the actual valuation, not how much it is already up. being able to recognize that the move isn't over yet has been the biggest contributor to massive returns", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to NKTR and holding full position; argues 300% move isn't over as stock remains cheap on actual valuation.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Added to what was my largest position already and still haven’t sold a share.  People often make the mistake of selling biotech microcaps that are actively rerating to soon.  When something is up 300% but is still cheap, you’ve got to rely on the actual valuation, not how much it is already up.  Consistently, being able to recognize that the move isn’t over yet has been the biggest contributor to massive returns for me.", "reply_text": null, "parent_text": "$NKTR \n\nGuess those long term funds jumped in\n\nGoing to repeat, great call by my friend @A_May_MD and he bought MORE after data release https://t.co/2mGh6YhpHU", "quoted_text": null, "parent_author": "DueDoctor", "ret_m1d": -0.16037087711900233, "ret_signed_m1d": -0.16037087711900233, "alpha_spy_m1d": -0.15981080655214386, "alpha_c_m1d": -0.15947461754819336, "bench_spy_m1d": -0.0005600705668584727, "bench_c_m1d": -0.000896259570808966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01923075033665156, "ret_signed_p1d": 0.01923075033665156, "alpha_spy_p1d": 0.011406940608581495, "alpha_c_p1d": 0.01684084025235766, "bench_spy_p1d": 0.007823809728070064, "bench_c_p1d": 0.0023899100842939003, "ret_p1w": -0.12328296871994182, "ret_signed_p1w": -0.12328296871994182, "alpha_spy_p1w": -0.14523905634140644, "alpha_c_p1w": -0.1341866520997409, "bench_spy_p1w": 0.021956087621464615, "bench_c_p1w": 0.010903683379799078, "ret_p1m": -0.14148354122581341, "ret_signed_p1m": -0.14148354122581341, "alpha_spy_p1m": -0.19086418042998055, "alpha_c_p1m": -0.16075162130598264, "bench_spy_p1m": 0.04938063920416713, "bench_c_p1m": 0.019268080080169225, "ret_p3m": 1.0717719811934905, "ret_signed_p3m": 1.0717719811934905, "alpha_spy_p3m": 0.9798415307768122, "alpha_c_p3m": 1.0485177162550519, "bench_spy_p3m": 0.09193045041667824, "bench_c_p3m": 0.02325426493843863, "ret_p6m": 0.5267856388442018, "ret_signed_p6m": 0.5267856388442018, "alpha_spy_p6m": 0.3871332119293449, "alpha_c_p6m": 0.3590347990048868, "bench_spy_p6m": 0.1396524269148569, "bench_c_p6m": 0.16775083983931505, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14148354122581341, "alpha_spy_stated": -0.19086418042998055, "alpha_c_stated": -0.16075162130598264, "price_path": [-0.5673, -0.5879, -0.6085, -0.6188, -0.6497, -0.6703, -0.66, -0.6909, -0.7167, -0.7476, -0.7476, -0.7373, -0.7424, -0.6806, -0.6909, -0.6703, -0.6858, -0.6703, -0.6755, -0.66, -0.6446, -0.6188, -0.5982, -0.6085, -0.6188, -0.5879, -0.5982, -0.6137, -0.6446, -0.6703, -0.6858, -0.6806, -0.6961, -0.6343, -0.6343, -0.6291, -0.6497, -0.6446, -0.6394, -0.6446, -0.6755, -0.66, -0.6652, -0.6549, -0.6394, -0.6188, -0.6291, -0.5879, -0.6137, -0.6137, -0.6549, -0.6549, -0.6981, -0.6102, -0.672, -0.6992, -0.705, -0.6823, -0.7002, -0.7043, -0.7078, -0.6724, -0.1604, 0.0, 0.0192, -0.1154, -0.1126, -0.1556, -0.1233, -0.1497, -0.194, -0.2194, -0.1978, -0.138, -0.1411, -0.1617, -0.1827, -0.171, -0.0841, -0.1435, -0.1487, -0.1593, -0.1415, -0.1559, -0.1415, -0.1878, -0.2133, -0.2421, -0.2555, -0.2115, -0.2009, -0.2253, -0.2291, -0.2531, -0.2081, -0.2284, -0.1896, -0.1168, -0.0834, -0.0639, -0.058, -0.0824, -0.0745, -0.0385, -0.0718, -0.068, -0.0117, 0.0055, 0.0076, 0.0254, -0.001, -0.0196, 0.2356, 0.3798, 0.5223, 0.6679, 0.6545, 0.6209, 0.6717, 0.683, 0.7133, 0.7538, 1.0179, 0.8935, 1.0223, 1.0467, 1.0718, 0.91, 1.0089, 1.0234, 0.954, 1.0209, 1.0776, 1.0793, 1.058, 0.9918, 0.9423, 0.9107, 0.8661, 0.9712, 0.9602, 0.9536, 0.8874, 0.9839, 1.1631, 1.0391, 1.1216, 1.1854, 1.0639, 1.1487, 1.092, 1.0477, 1.1566, 1.2297, 1.0577, 0.9238, 0.8633, 0.8929, 0.922, 0.9907, 1.035, 0.9804, 0.8527, 0.9464, 1.046, 1.0319, 1.0725, 0.8925, 0.864, 1.0137, 1.0725, 1.2558, 1.2394, 1.0986, 0.8836, 0.9619, 0.9811, 0.954, 0.967, 1.0185, 0.9828, 0.7555, 0.8784, 0.8304, 0.6882, 0.5601, 0.511, 0.6085, 0.4931, 0.5268]}
{"unit_id": "thread:1907447073659588834", "ticker_idx": 0, "ts": "2025-04-02T14:56:35+00:00", "symbol": "IONS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I literally *just* bought $IONS for the first time in…maybe ever?", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated a long position in IONS after forced-selling-like crash to multi-year lows.", "resolved_tickers": ["IONS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "lol this is wild - I literally *just* bought $IONS for the first time in…maybe ever?  Not sure if I may have held a few briefly back in the $ISIS days. \n\n$IONS on a list of a few names where the last few sessions have looked like maybe even forced selling.  Just insane crash, >10% yesterday.\n\nLots of potentially nice irons in the fire!\n\n---\n\n@Sanctuary_Bio $IONS green on open now plummeted again to a new 5 year low.  Nearing 10 year low.  Absolutely out of control.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.050505012254599135, "ret_signed_m1d": -0.050505012254599135, "alpha_spy_m1d": -0.044216290892933885, "alpha_c_m1d": -0.04385222547183054, "bench_spy_m1d": -0.00628872136166525, "bench_c_m1d": -0.006652786782768594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006617855547468188, "ret_signed_p1d": -0.006617855547468188, "alpha_spy_p1d": 0.042663055182357024, "alpha_c_p1d": 0.0014902956123890032, "bench_spy_p1d": -0.04928091072982521, "bench_c_p1d": -0.008108151159857191, "ret_p1w": -0.032741158365879874, "ret_signed_p1w": -0.032741158365879874, "alpha_spy_p1w": -0.004575563190997167, "alpha_c_p1w": 0.005651099896396561, "bench_spy_p1w": -0.028165595174882707, "bench_c_p1w": -0.038392258262276435, "ret_p1m": 0.14176244599831467, "ret_signed_p1m": 0.14176244599831467, "alpha_spy_p1m": 0.1377945805553309, "alpha_c_p1m": 0.18174858764029111, "bench_spy_p1m": 0.003967865442983776, "bench_c_p1m": -0.03998614164197645, "ret_p3m": 0.4977360282556005, "ret_signed_p3m": 0.4977360282556005, "alpha_spy_p3m": 0.38672372699560853, "alpha_c_p3m": 0.5542374666145367, "bench_spy_p3m": 0.11101230125999195, "bench_c_p3m": -0.056501438358936174, "ret_p6m": 1.3824452701871368, "ret_signed_p6m": 1.3824452701871368, "alpha_spy_p6m": 1.1901772464132747, "alpha_c_p6m": 1.3808408391289162, "bench_spy_p6m": 0.1922680237738621, "bench_c_p6m": 0.0016044310582206123, "ret_p1y": 1.5889935284343104, "ret_signed_p1y": 1.5889935284343104, "alpha_spy_p1y": 1.4083734209061436, "alpha_c_p1y": 1.5571931387298779, "bench_spy_p1y": 0.18062010752816682, "bench_c_p1y": 0.03180038970443255, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14176244599831467, "alpha_spy_stated": 0.1377945805553309, "alpha_c_stated": 0.18174858764029111, "price_path": [0.2163, 0.2177, 0.2083, 0.2125, 0.1877, 0.218, 0.1877, 0.1654, 0.217, 0.1386, 0.1567, 0.1243, 0.0947, 0.1383, 0.132, 0.2003, 0.2104, 0.186, 0.1881, 0.1452, 0.1606, 0.1111, 0.1191, 0.1021, 0.1553, 0.1365, 0.0937, 0.0965, 0.1, 0.0742, 0.0571, 0.0812, 0.1129, 0.108, 0.1386, 0.1257, 0.1108, 0.1094, 0.1062, 0.092, 0.156, 0.1355, 0.1477, 0.1755, 0.1978, 0.1776, 0.1223, 0.1505, 0.1637, 0.1459, 0.148, 0.1947, 0.1477, 0.1613, 0.14, 0.1463, 0.1651, 0.124, 0.0968, 0.1048, 0.085, 0.0509, -0.0505, 0.0, -0.0066, -0.0564, -0.0397, -0.1115, -0.0327, -0.0697, -0.0282, -0.001, -0.0115, -0.0125, -0.0108, -0.007, 0.0111, 0.0136, 0.03, 0.0345, 0.0359, 0.0383, 0.0697, 0.1045, 0.1418, 0.1721, 0.1097, 0.1519, 0.1407, 0.1237, 0.1679, 0.1331, 0.1355, 0.1491, 0.1689, 0.1853, 0.2006, 0.1668, 0.1585, 0.1487, 0.1606, 0.1296, 0.1654, 0.1672, 0.1881, 0.2107, 0.2229, 0.2274, 0.2292, 0.2804, 0.2832, 0.2605, 0.2407, 0.2396, 0.2274, 0.2591, 0.2891, 0.303, 0.3121, 0.3807, 0.3932, 0.3856, 0.3863, 0.3762, 0.3912, 0.5183, 0.4977, 0.4552, 0.4399, 0.4918, 0.4761, 0.4535, 0.4821, 0.4629, 0.4897, 0.4688, 0.4545, 0.4472, 0.4612, 0.4761, 0.4681, 0.4716, 0.434, 0.4448, 0.5106, 0.497, 0.4988, 0.5134, 0.4995, 0.4173, 0.4298, 0.4504, 0.4225, 0.4424, 0.5012, 0.4925, 0.5249, 0.5127, 0.4796, 0.4911, 0.5061, 0.4869, 0.4566, 0.4688, 0.489, 0.4845, 0.4852, 1.0024, 1.1069, 1.0672, 1.1327, 1.1247, 1.2431, 1.2292, 1.2306, 1.1999, 1.1282, 1.1358, 1.1306, 1.1505, 1.125, 1.1372, 1.1794, 1.2271, 1.1933, 1.2323, 1.2344, 1.2786, 1.2919, 1.3824]}
{"unit_id": "thread:1919838833027240181", "ticker_idx": 0, "ts": "2025-05-06T19:37:01+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hey look! Head of the FDA repeatedly making the point of SPEEDING UP drug approvals $XBI $BBC $IBB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish biotech/gene therapy on FDA speeding up drug approvals; expects gene therapy recovery.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "We have already crashed twice on this, and we have already bounced back twice.  How many times do we have to be fooled until it’s shame on *us* again? \n\nBoth of the prior appointments were also higher level than this.\n\nWas just saying to someone else - maybe this biotech bear market has my amygdala fried beyond the point of appropriately processing fear, but I’m just not *that* worried about this 🤷🏻‍♂️.  Maybe naive, but I’m not inclined to get super worked here.\n\nDrugs will keep getting approved.  Rare disease bar isn’t going to get out of control (the man at the top has clearly stated he wants it *easier* to get to market for them).  Vast majority of drugs don’t fall under CBER to begin with...  then, if Vinay truly is exceptionally disruptive, he’ll be gone in 4 years.  Most companies don’t even have BLAs in that timespan anyway.  \n\nThere are so many ways for everything to end up as “business as usual” here.\n\n***except vaccines***\n\n---\n\nHey look!  Head of the FDA repeatedly making the point of *SPEEDING UP* drug approvals 🤷🏻‍♂️ 🤷🏻‍♂️ 🤷🏻‍♂️ \n\n$XBI $BBC $IBB\n\n---\n\nCue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07101193309512599, "ret_signed_m1d": 0.07101193309512599, "alpha_spy_m1d": 0.06258326772445, "alpha_c_m1d": 0.06258326772445, "bench_spy_m1d": 0.008428665370675992, "bench_c_m1d": 0.008428665370675992, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002332460223595012, "ret_signed_p1d": 0.002332460223595012, "alpha_spy_p1d": -0.0018729561107391213, "alpha_c_p1d": -0.0018729561107391213, "bench_spy_p1d": 0.004205416334334133, "bench_c_p1d": 0.004205416334334133, "ret_p1w": 0.004924104744987723, "ret_signed_p1w": 0.004924104744987723, "alpha_spy_p1w": -0.04525479270002908, "alpha_c_p1w": -0.04525479270002908, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": 0.0501788974450168, "ret_p1m": 0.06984560375503679, "ret_signed_p1m": 0.06984560375503679, "alpha_spy_p1m": 0.008553720857628067, "alpha_c_p1m": 0.008553720857628067, "bench_spy_p1m": 0.06129188289740872, "bench_c_p1m": 0.06129188289740872, "ret_p3m": 0.11620208476656191, "ret_signed_p3m": 0.11620208476656191, "alpha_spy_p3m": -0.019536344717340892, "alpha_c_p3m": -0.019536344717340892, "bench_spy_p3m": 0.1357384294839028, "bench_c_p3m": 0.1357384294839028, "ret_p6m": 0.4005403575850255, "ret_signed_p6m": 0.4005403575850255, "alpha_spy_p6m": 0.18523307631557628, "alpha_c_p6m": 0.18523307631557628, "bench_spy_p6m": 0.2153072812694492, "bench_c_p6m": 0.2153072812694492, "ret_p1y": 0.7383887766451529, "ret_signed_p1y": 0.7383887766451529, "alpha_spy_p1y": 0.41418250079673435, "alpha_c_p1y": 0.41418250079673435, "bench_spy_p1y": 0.32420627584841855, "bench_c_p1y": 0.32420627584841855, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06984560375503679, "alpha_spy_stated": 0.008553720857628067, "alpha_c_stated": 0.008553720857628067, "price_path": [0.1995, 0.2271, 0.2099, 0.1823, 0.1706, 0.1539, 0.1658, 0.1762, 0.1845, 0.1834, 0.199, 0.2014, 0.1882, 0.1676, 0.1492, 0.1435, 0.1286, 0.1495, 0.1092, 0.116, 0.1379, 0.1281, 0.1312, 0.1175, 0.1166, 0.1293, 0.114, 0.129, 0.144, 0.1166, 0.1333, 0.122, 0.1289, 0.151, 0.1284, 0.1025, 0.1083, 0.0937, 0.0509, 0.0128, 0.0443, 0.0126, -0.0455, -0.0542, -0.0955, -0.0297, -0.072, -0.0368, -0.0082, -0.0082, -0.0264, -0.0161, -0.0215, 0.0061, 0.025, 0.0482, 0.0399, 0.0544, 0.061, 0.0749, 0.0691, 0.082, 0.071, 0.0, 0.0023, 0.0113, -0.0101, 0.0295, 0.0049, -0.0104, 0.0053, 0.024, 0.033, 0.0548, 0.028, 0.027, 0.0242, 0.0276, 0.0207, 0.0426, 0.0262, 0.0527, 0.067, 0.0688, 0.0698, 0.0919, 0.092, 0.1051, 0.0933, 0.0932, 0.0833, 0.0803, 0.0639, 0.0711, 0.0675, 0.0662, 0.0863, 0.0791, 0.0845, 0.0758, 0.0747, 0.0767, 0.0988, 0.1047, 0.0832, 0.0978, 0.1388, 0.1454, 0.1277, 0.1439, 0.1134, 0.1381, 0.142, 0.118, 0.1128, 0.124, 0.1433, 0.1338, 0.1354, 0.1219, 0.1124, 0.1176, 0.1101, 0.1136, 0.1251, 0.1255, 0.1162, 0.1057, 0.1071, 0.1036, 0.1264, 0.1601, 0.1608, 0.1752, 0.1691, 0.1508, 0.1562, 0.1653, 0.1783, 0.1507, 0.1651, 0.1701, 0.1701, 0.1644, 0.2037, 0.2137, 0.2113, 0.2372, 0.2238, 0.2309, 0.2169, 0.2402, 0.2197, 0.2108, 0.2148, 0.2152, 0.2529, 0.2389, 0.2613, 0.2544, 0.2631, 0.2426, 0.2697, 0.2885, 0.2989, 0.3143, 0.3299, 0.343, 0.3435, 0.344, 0.3668, 0.3808, 0.361, 0.3646, 0.3627, 0.4048, 0.3989, 0.3974, 0.4282, 0.4202, 0.3912, 0.3943, 0.4051, 0.4466, 0.4519, 0.4384, 0.4507, 0.4611, 0.4241, 0.4005]}
{"unit_id": "thread:1919838833027240181", "ticker_idx": 1, "ts": "2025-05-06T19:37:01+00:00", "symbol": "IBB", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hey look! Head of the FDA repeatedly making the point of SPEEDING UP drug approvals $XBI $BBC $IBB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish biotech/gene therapy on FDA speeding up drug approvals; expects gene therapy recovery.", "resolved_tickers": ["IBB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "We have already crashed twice on this, and we have already bounced back twice.  How many times do we have to be fooled until it’s shame on *us* again? \n\nBoth of the prior appointments were also higher level than this.\n\nWas just saying to someone else - maybe this biotech bear market has my amygdala fried beyond the point of appropriately processing fear, but I’m just not *that* worried about this 🤷🏻‍♂️.  Maybe naive, but I’m not inclined to get super worked here.\n\nDrugs will keep getting approved.  Rare disease bar isn’t going to get out of control (the man at the top has clearly stated he wants it *easier* to get to market for them).  Vast majority of drugs don’t fall under CBER to begin with...  then, if Vinay truly is exceptionally disruptive, he’ll be gone in 4 years.  Most companies don’t even have BLAs in that timespan anyway.  \n\nThere are so many ways for everything to end up as “business as usual” here.\n\n***except vaccines***\n\n---\n\nHey look!  Head of the FDA repeatedly making the point of *SPEEDING UP* drug approvals 🤷🏻‍♂️ 🤷🏻‍♂️ 🤷🏻‍♂️ \n\n$XBI $BBC $IBB\n\n---\n\nCue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06121416046522832, "ret_signed_m1d": 0.06121416046522832, "alpha_spy_m1d": 0.052785495094552326, "alpha_c_m1d": 0.052785495094552326, "bench_spy_m1d": 0.008428665370675992, "bench_c_m1d": 0.008428665370675992, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006745335917935025, "ret_signed_p1d": 0.006745335917935025, "alpha_spy_p1d": 0.0025399195836008914, "alpha_c_p1d": 0.0025399195836008914, "bench_spy_p1d": 0.004205416334334133, "bench_c_p1d": 0.004205416334334133, "ret_p1w": 0.007841450586130394, "ret_signed_p1w": 0.007841450586130394, "alpha_spy_p1w": -0.04233744685888641, "alpha_c_p1w": -0.04233744685888641, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": 0.0501788974450168, "ret_p1m": 0.05446876005478507, "ret_signed_p1m": 0.05446876005478507, "alpha_spy_p1m": -0.006823122842623652, "alpha_c_p1m": -0.006823122842623652, "bench_spy_p1m": 0.06129188289740872, "bench_c_p1m": 0.06129188289740872, "ret_p3m": 0.10868451600017215, "ret_signed_p3m": 0.10868451600017215, "alpha_spy_p3m": -0.02705391348373065, "alpha_c_p3m": -0.02705391348373065, "bench_spy_p3m": 0.1357384294839028, "bench_c_p3m": 0.1357384294839028, "ret_p6m": 0.3167969383084659, "ret_signed_p6m": 0.3167969383084659, "alpha_spy_p6m": 0.10148965703901669, "alpha_c_p6m": 0.10148965703901669, "bench_spy_p6m": 0.2153072812694492, "bench_c_p6m": 0.2153072812694492, "ret_p1y": 0.4376807926542001, "ret_signed_p1y": 0.4376807926542001, "alpha_spy_p1y": 0.11347451680578158, "alpha_c_p1y": 0.11347451680578158, "bench_spy_p1y": 0.32420627584841855, "bench_c_p1y": 0.32420627584841855, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05446876005478507, "alpha_spy_stated": -0.006823122842623652, "alpha_c_stated": -0.006823122842623652, "price_path": [0.1694, 0.199, 0.1841, 0.1598, 0.147, 0.1309, 0.1412, 0.1545, 0.1503, 0.155, 0.1688, 0.1746, 0.1702, 0.1688, 0.1614, 0.1545, 0.1413, 0.1544, 0.1309, 0.1319, 0.1523, 0.1475, 0.1537, 0.1443, 0.1288, 0.1309, 0.1216, 0.1304, 0.1465, 0.1306, 0.1347, 0.1192, 0.1263, 0.1409, 0.1212, 0.1057, 0.1094, 0.0986, 0.0784, 0.0492, 0.0691, 0.0438, -0.0121, -0.0202, -0.0555, 0.0003, -0.046, -0.0138, 0.0143, 0.0105, -0.0068, -0.0026, -0.0115, 0.0154, 0.0287, 0.0472, 0.039, 0.0508, 0.0519, 0.0673, 0.053, 0.0675, 0.0612, 0.0, 0.0067, 0.0049, -0.0166, 0.0291, 0.0078, -0.0142, 0.0054, 0.0216, 0.033, 0.0512, 0.0261, 0.0238, 0.0223, 0.0358, 0.0279, 0.0476, 0.0263, 0.0431, 0.0525, 0.055, 0.0545, 0.0705, 0.0758, 0.0859, 0.0781, 0.0877, 0.0793, 0.078, 0.0567, 0.0605, 0.0583, 0.0535, 0.0743, 0.0682, 0.0709, 0.0664, 0.0667, 0.0761, 0.0923, 0.0961, 0.0803, 0.0905, 0.1154, 0.1269, 0.1095, 0.1121, 0.0881, 0.1061, 0.1108, 0.0938, 0.0888, 0.1201, 0.1417, 0.1419, 0.1425, 0.1308, 0.1287, 0.1273, 0.1194, 0.1218, 0.1414, 0.1249, 0.1087, 0.1065, 0.1133, 0.1108, 0.1298, 0.156, 0.1574, 0.17, 0.1668, 0.1626, 0.1671, 0.17, 0.1791, 0.1557, 0.1675, 0.1685, 0.1653, 0.1654, 0.1839, 0.1835, 0.1834, 0.2067, 0.1991, 0.2052, 0.1859, 0.2125, 0.1887, 0.1865, 0.1891, 0.1896, 0.2118, 0.2041, 0.2099, 0.2021, 0.195, 0.1733, 0.1892, 0.2015, 0.218, 0.2529, 0.2623, 0.2739, 0.2699, 0.2696, 0.2823, 0.2828, 0.2651, 0.2734, 0.2766, 0.2941, 0.2944, 0.3009, 0.3203, 0.3164, 0.2986, 0.3041, 0.309, 0.3255, 0.3301, 0.3243, 0.3272, 0.3446, 0.3284, 0.3168]}
{"unit_id": "thread:1919838833027240181", "ticker_idx": 2, "ts": "2025-05-06T19:37:01+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish biotech/gene therapy on FDA speeding up drug approvals; expects gene therapy recovery.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "We have already crashed twice on this, and we have already bounced back twice.  How many times do we have to be fooled until it’s shame on *us* again? \n\nBoth of the prior appointments were also higher level than this.\n\nWas just saying to someone else - maybe this biotech bear market has my amygdala fried beyond the point of appropriately processing fear, but I’m just not *that* worried about this 🤷🏻‍♂️.  Maybe naive, but I’m not inclined to get super worked here.\n\nDrugs will keep getting approved.  Rare disease bar isn’t going to get out of control (the man at the top has clearly stated he wants it *easier* to get to market for them).  Vast majority of drugs don’t fall under CBER to begin with...  then, if Vinay truly is exceptionally disruptive, he’ll be gone in 4 years.  Most companies don’t even have BLAs in that timespan anyway.  \n\nThere are so many ways for everything to end up as “business as usual” here.\n\n***except vaccines***\n\n---\n\nHey look!  Head of the FDA repeatedly making the point of *SPEEDING UP* drug approvals 🤷🏻‍♂️ 🤷🏻‍♂️ 🤷🏻‍♂️ \n\n$XBI $BBC $IBB\n\n---\n\nCue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.36923071054311896, "ret_signed_m1d": 0.36923071054311896, "alpha_spy_m1d": 0.36080204517244296, "alpha_c_m1d": 0.3408677339989352, "bench_spy_m1d": 0.008428665370675992, "bench_c_m1d": 0.028362976544183738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07999999706561745, "ret_signed_p1d": -0.07999999706561745, "alpha_spy_p1d": -0.08420541339995158, "alpha_c_p1d": -0.08766776001889942, "bench_spy_p1d": 0.004205416334334133, "bench_c_p1d": 0.007667762953281976, "ret_p1w": -0.12923079270582938, "ret_signed_p1w": -0.12923079270582938, "alpha_spy_p1w": -0.17940969015084618, "alpha_c_p1w": -0.1109176496837827, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": -0.018313143022046674, "ret_p1m": 0.006153840285081147, "ret_signed_p1m": 0.006153840285081147, "alpha_spy_p1m": -0.055138042612327576, "alpha_c_p1m": 0.015235954025568987, "bench_spy_p1m": 0.06129188289740872, "bench_c_p1m": -0.00908211374048784, "ret_p3m": 0.464615455040565, "ret_signed_p3m": 0.464615455040565, "alpha_spy_p3m": 0.3288770255566622, "alpha_c_p3m": 0.48841488708039116, "bench_spy_p3m": 0.1357384294839028, "bench_c_p3m": -0.02379943203982615, "ret_p6m": 1.5692308866060696, "ret_signed_p6m": 1.5692308866060696, "alpha_spy_p6m": 1.3539236053366204, "alpha_c_p6m": 1.4789350002129034, "bench_spy_p6m": 0.2153072812694492, "bench_c_p6m": 0.09029588639316621, "ret_p1y": 0.7907692835881159, "ret_signed_p1y": 0.7907692835881159, "alpha_spy_p1y": 0.4665630077396974, "alpha_c_p1y": 0.6942086544985748, "bench_spy_p1y": 0.32420627584841855, "bench_c_p1y": 0.0965606290895411, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.006153840285081147, "alpha_spy_stated": -0.055138042612327576, "alpha_c_stated": 0.015235954025568987, "price_path": [0.7754, 0.7877, 0.6677, 0.5231, 0.4215, 0.3077, 0.2154, 0.2985, 0.3846, 0.3323, 0.3723, 0.24, 0.1969, 0.1477, 0.0385, -0.0277, -0.08, -0.12, -0.28, -0.2308, -0.1662, -0.1354, -0.1692, -0.1938, -0.1815, -0.1046, -0.0862, -0.0554, -0.0431, -0.0892, -0.0646, -0.1723, -0.1662, 0.2585, 0.3662, 0.2277, 0.2646, 0.2615, 0.0677, -0.0369, -0.0938, -0.1877, -0.2815, -0.4492, -0.44, -0.2738, -0.3323, -0.3908, -0.3415, -0.2154, -0.2985, -0.1662, -0.0123, 0.0523, 0.0369, 0.1292, 0.1323, 0.0923, 0.0985, 0.2092, 0.4492, 0.4277, 0.3692, 0.0, -0.08, -0.0769, -0.1723, -0.1908, -0.1292, -0.1723, -0.1692, -0.0031, 0.0123, 0.0862, -0.0585, -0.0523, -0.1323, -0.1692, -0.1569, -0.1169, -0.1631, -0.1631, -0.1323, -0.0462, 0.0062, 0.1938, 0.3477, 0.4185, 0.3877, 0.2585, 0.2123, 0.2062, 0.2062, 0.3046, 0.2031, 0.2185, 0.2954, 0.2892, 0.2862, 0.2677, 0.2369, 0.2985, 0.3477, 0.3692, 0.3969, 0.3662, 0.4154, 0.4123, 0.3754, 0.3662, 0.2677, 0.2954, 0.3108, 0.2769, 0.2185, 0.1969, 0.2, 0.1292, 0.2708, 0.3108, 0.2615, 0.4308, 0.4554, 0.4185, 0.4677, 0.4554, 0.4646, 0.3692, 0.3938, 0.3662, 0.4369, 0.4523, 0.4738, 0.4523, 0.5138, 0.4708, 0.4769, 0.4708, 0.5077, 0.4338, 0.5046, 0.4923, 0.4646, 0.4738, 0.4738, 0.5138, 0.5292, 0.5446, 0.6154, 0.5969, 0.6, 0.5938, 0.5938, 0.6554, 0.6031, 0.6492, 0.68, 0.5846, 0.6338, 0.6462, 1.0123, 1.0, 1.0831, 1.0492, 1.0431, 1.0431, 1.0615, 1.0369, 0.9908, 1.5662, 1.4708, 1.5231, 1.5354, 1.5231, 1.6154, 1.7169, 1.6985, 1.9477, 1.8369, 1.9538, 1.84, 1.7692, 1.84, 2.0277, 2.1015, 2.0492, 1.9015, 2.08, 1.7815, 1.5692]}
{"unit_id": "thread:1919838833027240181", "ticker_idx": 3, "ts": "2025-05-06T19:37:01+00:00", "symbol": "RCKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish biotech/gene therapy on FDA speeding up drug approvals; expects gene therapy recovery.", "resolved_tickers": ["RCKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "We have already crashed twice on this, and we have already bounced back twice.  How many times do we have to be fooled until it’s shame on *us* again? \n\nBoth of the prior appointments were also higher level than this.\n\nWas just saying to someone else - maybe this biotech bear market has my amygdala fried beyond the point of appropriately processing fear, but I’m just not *that* worried about this 🤷🏻‍♂️.  Maybe naive, but I’m not inclined to get super worked here.\n\nDrugs will keep getting approved.  Rare disease bar isn’t going to get out of control (the man at the top has clearly stated he wants it *easier* to get to market for them).  Vast majority of drugs don’t fall under CBER to begin with...  then, if Vinay truly is exceptionally disruptive, he’ll be gone in 4 years.  Most companies don’t even have BLAs in that timespan anyway.  \n\nThere are so many ways for everything to end up as “business as usual” here.\n\n***except vaccines***\n\n---\n\nHey look!  Head of the FDA repeatedly making the point of *SPEEDING UP* drug approvals 🤷🏻‍♂️ 🤷🏻‍♂️ 🤷🏻‍♂️ \n\n$XBI $BBC $IBB\n\n---\n\nCue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.24405704846562348, "ret_signed_m1d": 0.24405704846562348, "alpha_spy_m1d": 0.2356283830949475, "alpha_c_m1d": 0.21569407192143975, "bench_spy_m1d": 0.008428665370675992, "bench_c_m1d": 0.028362976544183738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.061806635502725804, "ret_signed_p1d": 0.061806635502725804, "alpha_spy_p1d": 0.05760121916839167, "alpha_c_p1d": 0.05413887254944383, "bench_spy_p1d": 0.004205416334334133, "bench_c_p1d": 0.007667762953281976, "ret_p1w": 0.04833594787708839, "ret_signed_p1w": 0.04833594787708839, "alpha_spy_p1w": -0.0018429495679284091, "alpha_c_p1w": 0.06664909089913507, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": -0.018313143022046674, "ret_p1m": -0.5610142621164058, "ret_signed_p1m": -0.5610142621164058, "alpha_spy_p1m": -0.6223061450138145, "alpha_c_p1m": -0.551932148375918, "bench_spy_p1m": 0.06129188289740872, "bench_c_p1m": -0.00908211374048784, "ret_p3m": -0.521394610410058, "ret_signed_p3m": -0.521394610410058, "alpha_spy_p3m": -0.6571330398939608, "alpha_c_p3m": -0.4975951783702318, "bench_spy_p3m": 0.1357384294839028, "bench_c_p3m": -0.02379943203982615, "ret_p6m": -0.4786053895899419, "ret_signed_p6m": -0.4786053895899419, "alpha_spy_p6m": -0.6939126708593911, "alpha_c_p6m": -0.5689012759831081, "bench_spy_p6m": 0.2153072812694492, "bench_c_p6m": 0.09029588639316621, "ret_p1y": -0.4183835008598561, "ret_signed_p1y": -0.4183835008598561, "alpha_spy_p1y": -0.7425897767082746, "alpha_c_p1y": -0.5149441299493972, "bench_spy_p1y": 0.32420627584841855, "bench_c_p1y": 0.0965606290895411, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5610142621164058, "alpha_spy_stated": -0.6223061450138145, "alpha_c_stated": -0.551932148375918, "price_path": [0.7559, 0.7813, 0.6878, 0.6387, 0.6022, 0.5658, 0.5626, 0.6038, 0.6593, 0.7116, 0.7306, 0.7227, 0.6593, 0.5927, 0.4834, 0.5087, 0.4897, 0.4976, 0.393, 0.3724, 0.4596, 0.4247, 0.3899, 0.3613, 0.3011, 0.3946, 0.3471, 0.3883, 0.3994, 0.3233, 0.3407, 0.3185, 0.336, 0.3835, 0.2948, 0.2187, 0.2488, 0.2029, 0.0571, -0.0792, -0.0016, -0.1189, -0.1886, -0.1775, -0.2409, -0.1442, -0.2171, -0.1648, -0.0634, 0.0349, -0.0254, 0.0032, 0.1363, 0.1046, 0.1315, 0.1775, 0.1458, 0.1347, 0.1537, 0.2092, 0.2456, 0.2694, 0.2441, 0.0, 0.0618, 0.1157, 0.1078, 0.1094, 0.0483, -0.0404, 0.0658, 0.0301, 0.0222, 0.0856, 0.0444, 0.0396, -0.0063, -0.6307, -0.607, -0.5848, -0.6022, -0.561, -0.5309, -0.5372, -0.561, -0.5143, -0.5214, -0.4992, -0.5198, -0.5135, -0.5357, -0.5436, -0.5689, -0.5515, -0.5721, -0.5832, -0.561, -0.58, -0.5895, -0.599, -0.6117, -0.5895, -0.5436, -0.5404, -0.5547, -0.5309, -0.4929, -0.4992, -0.5309, -0.5166, -0.5547, -0.5468, -0.4707, -0.5182, -0.504, -0.4659, -0.4675, -0.4913, -0.5024, -0.5071, -0.523, -0.5024, -0.5166, -0.5261, -0.5135, -0.5182, -0.5214, -0.5103, -0.5468, -0.5372, -0.5388, -0.5103, -0.5198, -0.5166, -0.5198, -0.5388, -0.4057, -0.4089, -0.4231, -0.439, -0.4628, -0.4739, -0.4691, -0.4802, -0.4865, -0.4739, -0.4881, -0.4802, -0.4834, -0.4913, -0.496, -0.4802, -0.4992, -0.4897, -0.4849, -0.5198, -0.4976, -0.5135, -0.496, -0.5087, -0.4739, -0.4945, -0.4834, -0.4802, -0.4834, -0.4992, -0.4913, -0.5008, -0.496, -0.5024, -0.4628, -0.4184, -0.458, -0.4501, -0.3233, -0.3281, -0.3661, -0.412, -0.3661, -0.3693, -0.3978, -0.4073, -0.3899, -0.3756, -0.3708, -0.401, -0.4136, -0.4025, -0.4358, -0.4786]}
{"unit_id": "thread:1919838833027240181", "ticker_idx": 4, "ts": "2025-05-06T19:37:01+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish biotech/gene therapy on FDA speeding up drug approvals; expects gene therapy recovery.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "We have already crashed twice on this, and we have already bounced back twice.  How many times do we have to be fooled until it’s shame on *us* again? \n\nBoth of the prior appointments were also higher level than this.\n\nWas just saying to someone else - maybe this biotech bear market has my amygdala fried beyond the point of appropriately processing fear, but I’m just not *that* worried about this 🤷🏻‍♂️.  Maybe naive, but I’m not inclined to get super worked here.\n\nDrugs will keep getting approved.  Rare disease bar isn’t going to get out of control (the man at the top has clearly stated he wants it *easier* to get to market for them).  Vast majority of drugs don’t fall under CBER to begin with...  then, if Vinay truly is exceptionally disruptive, he’ll be gone in 4 years.  Most companies don’t even have BLAs in that timespan anyway.  \n\nThere are so many ways for everything to end up as “business as usual” here.\n\n***except vaccines***\n\n---\n\nHey look!  Head of the FDA repeatedly making the point of *SPEEDING UP* drug approvals 🤷🏻‍♂️ 🤷🏻‍♂️ 🤷🏻‍♂️ \n\n$XBI $BBC $IBB\n\n---\n\nCue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.3841464265622565, "ret_signed_m1d": 0.3841464265622565, "alpha_spy_m1d": 0.3757177611915805, "alpha_c_m1d": 0.35578345001807277, "bench_spy_m1d": 0.008428665370675992, "bench_c_m1d": 0.028362976544183738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12369330829633551, "ret_signed_p1d": -0.12369330829633551, "alpha_spy_p1d": -0.12789872463066965, "alpha_c_p1d": -0.1313610712496175, "bench_spy_p1d": 0.004205416334334133, "bench_c_p1d": 0.007667762953281976, "ret_p1w": 0.11585373958310141, "ret_signed_p1w": 0.11585373958310141, "alpha_spy_p1w": 0.06567484213808461, "alpha_c_p1w": 0.13416688260514809, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": -0.018313143022046674, "ret_p1m": 0.4468642223583137, "ret_signed_p1m": 0.4468642223583137, "alpha_spy_p1m": 0.38557233946090497, "alpha_c_p1m": 0.45594633609880153, "bench_spy_p1m": 0.06129188289740872, "bench_c_p1m": -0.00908211374048784, "ret_p3m": 0.17508713493295858, "ret_signed_p3m": 0.17508713493295858, "alpha_spy_p3m": 0.039348705449055776, "alpha_c_p3m": 0.19888656697278473, "bench_spy_p3m": 0.1357384294839028, "bench_c_p3m": -0.02379943203982615, "ret_p6m": 1.6515680965025403, "ret_signed_p6m": 1.6515680965025403, "alpha_spy_p6m": 1.4362608152330911, "alpha_c_p6m": 1.5612722101093741, "bench_spy_p6m": 0.2153072812694492, "bench_c_p6m": 0.09029588639316621, "ret_p1y": 1.1036585872394382, "ret_signed_p1y": 1.1036585872394382, "alpha_spy_p1y": 0.7794523113910197, "alpha_c_p1y": 1.007097958149897, "bench_spy_p1y": 0.32420627584841855, "bench_c_p1y": 0.0965606290895411, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4468642223583137, "alpha_spy_stated": 0.38557233946090497, "alpha_c_stated": 0.45594633609880153, "price_path": [0.3859, 0.4051, 0.412, 0.2744, 0.1882, 0.1463, 0.1585, 0.1542, 0.2352, 0.1542, 0.1681, 0.1289, 0.1185, 0.0, -0.0427, 0.0166, 0.0514, 0.1455, -0.0505, -0.0131, 0.0531, 0.0897, 0.0653, 0.0192, 0.0889, 0.162, 0.2003, 0.2369, 0.2657, 0.1594, 0.223, 0.2134, 0.1934, 0.2866, 0.2509, 0.189, 0.1433, 0.0862, -0.0767, -0.1368, -0.0749, -0.1507, -0.2195, -0.2369, -0.2735, -0.2021, -0.2535, -0.2221, -0.2012, -0.1594, -0.1821, 0.1324, 0.1577, 0.2535, 0.2535, 0.2422, 0.2352, 0.2169, 0.2073, 0.2857, 0.3066, 0.2866, 0.3841, 0.0, -0.1237, 0.0671, 0.1141, 0.1455, 0.1159, 0.1019, 0.1542, 0.1934, 0.2814, 0.3336, 0.3502, 0.3267, 0.3206, 0.3502, 0.3101, 0.2979, 0.2605, 0.2618, 0.3206, 0.3031, 0.4469, 0.5044, 0.4721, 0.4233, 0.4129, 0.3929, 0.3362, 0.3162, 0.2883, 0.3153, 0.2378, 0.2152, 0.2387, 0.2483, 0.2395, 0.2073, 0.2143, 0.2186, 0.2439, 0.2561, 0.2465, 0.2578, 0.2953, 0.2962, 0.2544, 0.2674, 0.216, 0.2561, 0.324, 0.3057, 0.2631, 0.2413, 0.3397, 0.3249, 0.3162, 0.3049, 0.1916, 0.2596, 0.2125, 0.1929, 0.1995, 0.2195, 0.1751, 0.1716, 0.1568, 0.23, 0.2456, 0.2718, 0.3746, 0.4094, 0.3641, 0.3354, 0.3484, 0.3545, 0.3676, 0.3545, 0.3754, 0.372, 0.4164, 0.4225, 0.4817, 0.5139, 0.5444, 0.5636, 0.5183, 0.5235, 0.5226, 0.4756, 0.436, 0.2922, 0.2605, 0.2334, 0.284, 0.2082, 0.2047, 0.1899, 3.1376, 3.5862, 3.7308, 4.1742, 4.0845, 3.7901, 3.7474, 3.784, 3.6089, 4.0453, 4.2239, 4.5444, 4.3619, 4.4024, 4.1359, 4.473, 4.2256, 4.0523, 4.5679, 4.4939, 4.2186, 4.1681, 4.3145, 4.9164, 5.0976, 5.149, 4.9112, 4.8963, 1.9869, 1.6516]}
{"unit_id": "thread:1919838833027240181", "ticker_idx": 5, "ts": "2025-05-06T19:37:01+00:00", "symbol": "RGNX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish biotech/gene therapy on FDA speeding up drug approvals; expects gene therapy recovery.", "resolved_tickers": ["RGNX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "We have already crashed twice on this, and we have already bounced back twice.  How many times do we have to be fooled until it’s shame on *us* again? \n\nBoth of the prior appointments were also higher level than this.\n\nWas just saying to someone else - maybe this biotech bear market has my amygdala fried beyond the point of appropriately processing fear, but I’m just not *that* worried about this 🤷🏻‍♂️.  Maybe naive, but I’m not inclined to get super worked here.\n\nDrugs will keep getting approved.  Rare disease bar isn’t going to get out of control (the man at the top has clearly stated he wants it *easier* to get to market for them).  Vast majority of drugs don’t fall under CBER to begin with...  then, if Vinay truly is exceptionally disruptive, he’ll be gone in 4 years.  Most companies don’t even have BLAs in that timespan anyway.  \n\nThere are so many ways for everything to end up as “business as usual” here.\n\n***except vaccines***\n\n---\n\nHey look!  Head of the FDA repeatedly making the point of *SPEEDING UP* drug approvals 🤷🏻‍♂️ 🤷🏻‍♂️ 🤷🏻‍♂️ \n\n$XBI $BBC $IBB\n\n---\n\nCue the gene therapy recovery $LXEO $RCKT $QURE $RGNX etc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.23232324935139315, "ret_signed_m1d": 0.23232324935139315, "alpha_spy_m1d": 0.22389458398071715, "alpha_c_m1d": 0.2039602728072094, "bench_spy_m1d": 0.008428665370675992, "bench_c_m1d": 0.028362976544183738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08585862356379903, "ret_signed_p1d": -0.08585862356379903, "alpha_spy_p1d": -0.09006403989813316, "alpha_c_p1d": -0.093526386517081, "bench_spy_p1d": 0.004205416334334133, "bench_c_p1d": 0.007667762953281976, "ret_p1w": 0.032828311411267075, "ret_signed_p1w": 0.032828311411267075, "alpha_spy_p1w": -0.017350586033749726, "alpha_c_p1w": 0.05114145443331375, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": -0.018313143022046674, "ret_p1m": 0.05555550203847881, "ret_signed_p1m": 0.05555550203847881, "alpha_spy_p1m": -0.0057363808589299126, "alpha_c_p1m": 0.06463761577896665, "bench_spy_p1m": 0.06129188289740872, "bench_c_p1m": -0.00908211374048784, "ret_p3m": 0.039141346332845384, "ret_signed_p3m": 0.039141346332845384, "alpha_spy_p3m": -0.09659708315105742, "alpha_c_p3m": 0.06294077837267154, "bench_spy_p3m": 0.1357384294839028, "bench_c_p3m": -0.02379943203982615, "ret_p6m": 0.45959599851747, "ret_signed_p6m": 0.45959599851747, "alpha_spy_p6m": 0.24428871724802081, "alpha_c_p6m": 0.3693001121243038, "bench_spy_p6m": 0.2153072812694492, "bench_c_p6m": 0.09029588639316621, "ret_p1y": 0.31565656261582276, "ret_signed_p1y": 0.31565656261582276, "alpha_spy_p1y": -0.00854971323259579, "alpha_c_p1y": 0.21909593352628165, "bench_spy_p1y": 0.32420627584841855, "bench_c_p1y": 0.0965606290895411, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05555550203847881, "alpha_spy_stated": -0.0057363808589299126, "alpha_c_stated": 0.06463761577896665, "price_path": [0.0644, 0.0644, 0.0644, 0.0366, -0.0038, -0.0745, -0.0909, -0.0758, -0.0783, -0.0429, -0.0581, -0.0707, -0.0821, -0.125, -0.1515, -0.1578, -0.1667, -0.1705, -0.2525, -0.2525, -0.2109, -0.1856, -0.1995, -0.2412, -0.2285, -0.1578, -0.173, -0.1515, -0.1162, -0.0152, 0.0732, 0.0556, 0.0404, 0.0985, 0.0366, 0.0354, -0.0013, -0.0114, -0.0972, -0.1465, -0.1098, -0.1578, -0.2058, -0.2513, -0.3295, -0.2538, -0.3169, -0.2563, -0.2008, -0.173, -0.2222, -0.25, -0.1578, -0.0126, 0.1199, 0.1616, 0.1553, 0.1528, 0.1881, 0.2134, 0.2412, 0.3131, 0.2323, 0.0, -0.0859, -0.0972, -0.0505, 0.0063, 0.0328, 0.0518, 0.0909, 0.1225, 0.2361, 0.2626, 0.2172, 0.2449, 0.226, 0.1452, 0.0783, 0.1326, 0.1174, 0.3068, 0.279, 0.2727, 0.0556, 0.2134, 0.2033, 0.2386, 0.2879, 0.2879, 0.1705, 0.1566, 0.0934, 0.0821, 0.0644, -0.0076, 0.0808, 0.0783, 0.1048, 0.0593, 0.0366, 0.0391, 0.0884, 0.1035, 0.0644, 0.1035, 0.1578, 0.1439, 0.096, 0.0985, 0.0404, 0.0732, 0.0972, 0.0303, 0.072, 0.0821, 0.1477, 0.1528, 0.1313, 0.1098, 0.0619, 0.1048, 0.0745, 0.0341, 0.0518, 0.0467, 0.0391, -0.0025, -0.0088, -0.0581, 0.0227, 0.1275, 0.1439, 0.1136, 0.0997, 0.0139, 0.0189, 0.024, 0.1376, 0.1326, 0.1515, 0.1136, 0.1376, 0.1275, 0.1515, 0.2449, 0.1894, 0.226, 0.197, 0.2487, 0.2083, 0.1982, 0.1616, 0.1477, 0.1692, 0.1402, 0.1818, 0.1225, 0.1439, 0.1275, 0.2045, 0.1818, 0.2184, 0.2437, 0.2184, 0.2336, 0.3359, 0.3169, 0.3497, 0.327, 0.5429, 0.5366, 0.3788, 0.4318, 0.4205, 0.553, 0.5581, 0.4811, 0.596, 0.6528, 0.5391, 0.5884, 0.6452, 0.7197, 0.6616, 0.6212, 0.6187, 0.6124, 0.5139, 0.4596]}
{"unit_id": "reply:1947296141910909118", "ticker_idx": 0, "ts": "2025-07-21T14:02:33+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Actually insane to me that it is still priced the way that it is...extreme pessimism", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX: compelling P2a/b + P3 pooled response data make current pricing reflect extreme unwarranted pessimism.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "That has historically been my $ABVX take too - the whole P2a/b dataset including maintenance/OLEs is HIGHLY compelling for activity.  BUT, the new data we have around the pooled response rate in the ongoing P3 makes it a hell of a lot less speculative.  Actually insane to me that it is still priced the way that it is...extreme pessimsm. https://t.co/8Zo1ZXbSaa", "reply_text": null, "parent_text": "@A_May_MD I spec long'ed into the readout. My reasoning is that it's a totality of data thing. And valuation going into it allows for that.", "quoted_text": null, "parent_author": "Sanctuary_Bio", "ret_m1d": -0.018737724617803764, "ret_signed_m1d": -0.018737724617803764, "alpha_spy_m1d": -0.016845169681398597, "alpha_c_m1d": -0.024458949642199856, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": 0.005721225024396093, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013806739505185961, "ret_signed_p1d": -0.013806739505185961, "alpha_spy_p1d": -0.013949934944288644, "alpha_c_p1d": -0.03241991106906683, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.01861317156388087, "ret_p1w": 5.565088505017747, "ret_signed_p1w": 5.565088505017747, "alpha_spy_p1w": 5.552094917503839, "alpha_c_p1w": 5.533049479803842, "bench_spy_p1w": 0.012993587513907334, "bench_c_p1w": 0.03203902521390489, "ret_p1m": 5.800788634083547, "ret_signed_p1m": 5.800788634083547, "alpha_spy_p1m": 5.783230556997094, "alpha_c_p1m": 5.757535908775454, "bench_spy_p1m": 0.01755807708645274, "bench_c_p1m": 0.04325272530809321, "ret_p3m": 8.14497043562694, "ret_signed_p3m": 8.14497043562694, "alpha_spy_p3m": 8.085390631307089, "alpha_c_p3m": 8.04705896987741, "bench_spy_p3m": 0.059579804319850105, "bench_c_p3m": 0.0979114657495288, "ret_p6m": 10.719920346565612, "ret_signed_p6m": 10.719920346565612, "alpha_spy_p6m": 10.636111854320347, "alpha_c_p6m": 10.523982804264557, "bench_spy_p6m": 0.08380849224526532, "bench_c_p6m": 0.19593754230105476, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 5.800788634083547, "alpha_spy_stated": 5.783230556997094, "alpha_c_stated": 5.757535908775454, "price_path": [-0.3688, -0.3856, -0.359, -0.3328, -0.3166, -0.3254, -0.284, -0.2978, -0.2978, -0.3185, -0.2909, -0.2978, -0.3343, -0.3466, -0.3245, -0.3383, -0.3688, -0.4043, -0.3984, -0.4093, -0.4073, -0.4201, -0.428, -0.426, -0.4034, -0.4408, -0.4389, -0.4398, -0.4068, -0.4063, -0.3738, -0.2367, -0.2051, -0.1963, -0.1923, -0.2308, -0.2239, -0.2682, -0.3077, -0.3116, -0.3373, -0.4024, -0.4034, -0.4112, -0.3974, -0.3442, -0.3047, -0.2919, -0.2702, -0.2456, -0.2446, -0.2347, -0.215, -0.216, -0.2357, -0.1805, -0.1815, -0.1844, -0.1292, -0.1272, -0.0256, 0.0197, -0.0187, 0.0, -0.0138, 5.7653, 5.8797, 5.5572, 5.5651, 5.8836, 5.9857, 6.0779, 6.0952, 6.1075, 5.9931, 5.8136, 5.9053, 5.9162, 5.8047, 6.0917, 5.8925, 5.86, 5.9467, 5.9043, 5.8008, 6.0897, 6.3402, 6.6213, 6.6391, 6.86, 6.8333, 7.0513, 6.9911, 7.0858, 7.2495, 7.4369, 7.6815, 7.8757, 7.8018, 7.642, 7.4773, 7.285, 7.4684, 7.1144, 6.9882, 7.216, 7.1164, 7.1075, 7.0888, 7.141, 7.0868, 7.1696, 7.2179, 7.3728, 7.1262, 7.1726, 7.2761, 7.5473, 7.5809, 7.5316, 7.9359, 8.2475, 8.431, 8.6469, 8.429, 8.1627, 8.145, 8.0227, 8.0404, 7.9458, 7.9221, 7.9507, 8.3531, 8.2944, 8.7574, 9.285, 9.1006, 8.7485, 8.7278, 8.8235, 9.2465, 9.3817, 9.4655, 9.7554, 9.2002, 8.9507, 9.8866, 10.2051, 10.2258, 10.1391, 11.1203, 10.7475, 11.3974, 11.646, 11.3945, 11.3107, 10.8264, 10.3245, 9.9398, 9.9112, 10.2929, 10.3462, 11.1341, 11.5769, 12.1252, 11.3812, 10.6282, 9.9448, 9.929, 10.2041, 10.3353, 12.6805, 12.644, 13.3304, 13.0345, 12.8462, 12.643, 12.2993, 12.1923, 11.1529, 10.7456, 11.4734, 10.3895, 10.2821, 10.6371, 10.7988, 11.3284, 10.5187, 10.5483, 10.7199]}
{"unit_id": "thread:1947288945144021420", "ticker_idx": 0, "ts": "2025-07-21T13:33:58+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am long $ABVX… IMO $ABVX at $9.95 is not appropriately priced going into data at all, and should be trading at a significantly higher level before the readout comes based on the available data", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long ABVX at $9.95; extensive analysis of pre-disclosed P3 data suggests market underprices success probability, with 2-10x+ upside on August readout vs 90%+ downside if trial fails.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I won't share in depth pitches like $NKTR often (2/year?).  Only with really compelling setups.  I've got another one now.  The market says PoS is VERY low and that upside could be 10x+.  Like with $NKTR, I think the data say success is far more likely than the market thinks.\n\nThe name is $ABVX (Abivax).\n\n---\n\nLike with $NKTR, I will share my long-form research on $ABVX, for free, via google doc (linked below).  This $ABVX research is extensive, and the document is substantially longer than $NKTR’s was at ~25,000 words.  It will take a lot to get through it, but I think the case for ABVX here is compelling.  IMO the market hasn’t even remotely priced the stock correctly for what I think are relatively high odds of success yielding multibagger potential in August.\n\nWith that said, we need to cover some REALLY important notes on bias and risk:\n1⃣  I am long $ABVX, meaning my opinions here are heavily biased.  Keep this in mind throughout any of my research that you read.\n2⃣THIS IS AN EXCEPTIONALLY RISKY READOUT WITH 90%+ DOWNSIDE POTENTIAL ⚠️📉⚠️\n      ➡️NKTR’s downside potential was “only” ~50%.  $ABVX is FAR riskier, and nearly your entire position could be wiped out when the data come if it fails.  PLEASE consider the extreme risk involved in this setup!!!\n\nNow, I actually believe that $ABVX’s odds of success are higher than $NKTR’s were going into data, and I spend a ton of time attacking the existing $ABVX data from every possible angle in order to support this opinion.  I’ll post the link to my research below.  The next slide provides a rough outline of this thread.  If you’re not going to follow/understand anything else from this entire pitch, make sure you check out “Slide 6” 😉\n\nhttps://t.co/10i67JmoZG\n\n---\n\nOutline of $ABVX thread (don’t miss slide 6!):\nSlide 1⃣:  Overview of $ABVX and its past\nSlide 2⃣:  Why is it so cheap?! Overview of main bear theses\nSlide 3⃣:  P2b Induction data\nSlide 4⃣:  P2b Maintenance data\nSlide 5⃣:  P2a+P2b Long term OLE data and attrition analysis\nSlide 6⃣:  P3 pre-disclosed maintenance arm enrollment (the🔑slide, IMO!)\nSlide 7⃣:  What is success worth?  UC M&A case studies\nSlide 8⃣:  My projections for the upcoming P3 readout\nSlide 9⃣:  Summary of thoughts\n\n---\n\nSlide 1⃣:  Overview of $ABVX and its past.\n$ABVX is a French biotech that’s been developing a drug called Obefazimod for years.  It was initially studied in HIV and later COVID, but has been repurposed for treating Ulcerative Colitis (UC).\n\nThe company has historically struggled with poor management as well as an EU-exclusive listing that limited access to capital.  More recently, they got new leadership and launched a US IPO, but it could not have possibly come at a worse time, occurring in October 2023 within hours of an $XBI rock-bottom of $63.85.  The stock has never really recovered from the busted IPO that it was limping into in the first place, and the market has posed a lot of bear theses pointing to the drug failing its upcoming P3 readout.\n\n$ABVX has a make or break readout in ulcerative colitis coming in August.  The upside/downside skew is as wide as any I’ve ever seen, and the market is VERY skeptical that this little French company even has a chance to succeed.  My impression is that the consensus opinion has been that $ABVX will flat out fail in the upcoming P3 induction readout.\n\nLet’s review some of these bear points in the next slide.\n\n---\n\nSlide 2⃣:  Why is $ABVX so cheap?! Overview of main bear theses.\n\nBear thesis 1⃣:  The MoA makes no sense!\n➡️ Obefazimod’s supposed MoA is to increase the expression of a micro-RNA called miR-124.  However, the company has never really proven how exactly the drug accomplishes this, and frankly miR-124’s effects on the body aren’t straightforward.  When potential investors see the noisy P2b data and the obvious lack of understanding of what the drug actually does, they are consistently turned off by $ABVX as a potential investment.\n      🙋‍♂️My take:  I don’t really care what $ABVX’s MoA is, because I base my bull case on the clinical data and how they inform the PoS of P3.  To me, investors being scared away by a mysterious/unknown MoA presents an opportunity to buy the stock cheaper.  However, most investors strongly dislike the fact that the MoA is not understood and automatically write it off because of this.\n\nBear thesis 2⃣:  The P2b showed inverse dose response, suggesting the “efficacy” is all just noise!\n➡️It is true that the P2b showed  VERY strange inverse dose responses across all endpoints.  However, when the dosing arms are pooled, I think they are more impressive than $ABVX gets credit for.  Furthermore, I think we can explain the inverse dose response by the simple fact that…the company has no idea what the drug ACTUALLY does!  So, how would they have known how to dose it properly in Phase 2?!\n\nBear thesis 3:  The P2b’s weakest endpoint was Induction Clinical Remission, which is THE most important datapoint for the upcoming P3!\n➡️This point is also true - the induction clinical remission data were mediocre.  However, as you will see me argue in the rest of this thread, essentially every other piece of data we have points to a their drug being much more active than their P2b induction remission delta suggested!\n\nThere are more bear points for the company (covered in my full document), but the 3 above are the biggest ones.  Importantly, I think each one is able to be strongly countered with the diligence I have done on the company.\n\n---\n\nSlide 3⃣:  $ABVX P2b Induction data\nAlthough ABVX’s induction response rate/delta and endoscopic improvement/delta P2b data are quite competitive, the primary endpoint (and focus) in the upcoming P3 readout is going to be Clinical Remission Delta during induction.\n\nUnfortunately for ABVX, this was their single worst datapoint in P2b, coming out at 10% when pooling all 3 dosing arms.  Now, the stock would still trade up if a stat sig 10% delta is accomplished in P3, but the upside would likely “only” be 2-3x since this would be on the low end of competitor efficacy.  The bears don't believe that even this \"mediocre\" bar will be met in P3.\n\nThe inverse dose response seen across 25, 50, and 100mg dosing arms also scares away a lot of investors, making them think the efficacy data are all just \"noise\" and that the drug is actually inactive.\n\nHere are 4 main reasons why I think the upcoming P3 readout could have a higher remission delta than P2b data (excluding what I think is the single MOST important reason, which is discussed in slide 6)\n\n1⃣Clinical remission delta is the only real outlier result in the P2b data.  Clinical response and endoscopic improvement are both far more competitive.  This supports the idea that clinical remission delta being so low was statistical noise in this small n dataset, and that remission delta is more likely to get better in P3 than it is to get worse.\n\n2⃣The P2b placebo arm had literally the highest clinical remission score of any trial I investigated!!!  $ABVX’s 23% absolute clinical remission score is actually very competitive, but this impressive number is drowned out by the highest placebo remission rate that I’ve ever seen.\n      ↪️IMO this placebo arm outperformance is a pure statistical outlier, and the placebo arm in P3 will perform more in-line with historical rates in the phase 3, which could mean that the placebo response rate gets cut by as much as HALF.  If the active arm’s efficacy is preserved, the remission delta could be MUCH larger than the market is anticipating (see slide 6 to review how likely this might be).\n\n3⃣$ABVX’s P2b patient population was the most severe population on every endpoint I assessed.  Their baseline MMS score was the highest.  Their fecal calprotectin levels were the highest (more than DOUBLING some other baseline populations’ levels).  Most importantly, the $ABVX patients had failed more advanced therapies than ANY other UC trial I studied.  This is especially marked by the 46% rate of patients having failed multiple advanced therapies, compared to rates usually being in the 20-30% range.\n      ➡️$ABVX’s P3 will be in a milder, more “normal” population, where I suspect their efficacy numbers will become more impressive.  Regardless, the fact that ABVX was able to show such efficacy in P2b despite having such a remarkably severe baseline population is largely overlooked.\n\n4⃣After induction, $ABVX’s maintenance data suggest that their drug is extremely active.  This further supports the idea that the induction remission delta was the only outlier figure in ABVX’s body of work that suggests mediocre efficacy.  The rest all seem to point to a highly competitive drug.\n\n5⃣Probably the most important reason that I think $ABVX’s P3 study will not only succeed but likely be even better than its P2b is discussed in Slide 6⃣.  Don’t miss it!  Spoiler ➡️We actually already have a key piece of efficacy data from the phase 3 trial ahead of time, and I think the market has completely missed/ignored its massive importance. 😉\n\nAttached photos:\n(1) Table comparing ABVX’s induction data to other UC drugs\n(2) ABVX P2b data broken down by dose level, showing the noisiness and inverse dose responses on multiple endpoints\n\n---\n\nSlide 4⃣:  The $ABVX P2b Maintenance data look far better than their induction data\n\nAs you can see in the first table attached to this slide, $ABVX’s obefazimod has shown the highest long term clinical remission number I’ve been able to find for any drug.  This further cements my opinion that the drug is highly active and that the mediocre P2b induction remission delta was simply an outlier.\n\nThere are 2 major caveats to note when we doing cross-trial comparisons with these maintenance remission numbers, however.\n      Caveat 1⃣:  $ABVX’s maintenance phase was open-label, which should artificially INFLATE their maintenance remission rate (though $ABVX’s open label numbers still beat other open label maintenance datasets)\n      Caveat 2⃣:  Most competitors’ maintenance phases were “responder enriched” meaning that they only allowed patients who responded to induction to continue onto maintenance.  This artificially inflates the comparators' maintenance efficacy in comparison to $ABVX, whose trial allowed everyone to go onto maintenance whether they were responding to treatment or not.\n\nThe large comparator table attached here (first photo) is the same as the prior slide’s but now includes the maintenance data added on the right.\n\nThe 2nd table in this slide shows specific “apples-to-apples” comparisons that break down responder enrichment and open label designs.\n      ↪️Reviewing these data, we can see that $ABVX’s 55% ~1yr remission rate is tied for the highest rate among all drugs with similar trial designs.\n\nSurprisingly, ABVX’s maintenance data even beats the much-hyped new TL1A drug Tulisokibart with 55% remission versus only 48%.  And that includes the fact that the Tulisokibart OLE *only enrolled induction responders*, whereas $ABVX’s maintenance phase enrolled everyone!\n      ↪️Then, if we look at the 3rd attached table, we compare open label datasets where only induction responders were allowed to be counted for efficacy (“responder enriched”).  This drives ABVX’s remission number way up to 66%, which crushes both Tulisokibart and Omvoh.\n\nThe 4th and final table summarizes the prior two, and drives home the point that ABVX seems to have the single best maintenance efficacy data of any comparison that we can make.\n      ↪️$ABVX even crushes the data we have from the TL1a class, which has been the most-hyped target on the market lately, bringing in 2 buyouts valued at ~$7-$10.8B (representing >11-17x $ABVX’s current market cap despite the fact those drugs only had P2-level data at the time of their buyouts!!!).\n\nThese comparisons help strengthen my opinion that the low clinical remission delta $ABVX saw in P1b was simply an outlier datapoint, and that the upcoming P3 readout is going to surprise to the upside.\n\n---\n\nSlide 5⃣:  $ABVX P2a+P2b Pooled Induction and Long-term OLE Data With Attrition Analysis\n\nBefore their P2b, $ABVX had run a randomized and controlled P2a trial as well (important because many P2a studies, like $MORF’s, are done open label).  Unlike the P2b that had an outlier low remission delta, $ABVX’s P2a clinical remission delta was concordant with the rest of their efficacy data, coming in at a very impressive 24%!\n      🗒️Note, the P2a was a much smaller sample size, so the best utility of this dataset is to pool it with the P2b numbers.  Combining the P2a sample with the P2b sample raises $ABVX’s clinical remission delta from 10% to 12%, taking them from the bottom of efficacy comps up to matching the efficacy of the mega-blockbuster UC drug Entyvio!\n      ↪️This is yet another datapoint showing that $ABVX’s low P2b remission delta was likely a statistical outlier in the P2b dataset that consistently showed greater efficacy elsewhere!  See the comparison/pooled P2a/b data in the first table attached.\n\nBeyond this, I found one more way to analyze the existing P2 data to gauge the drug’s level of activity:\n👉Examining the attrition rates of $ABVX's super-long term OLE trials.\n\nThe basic premise is this:\n↪️ABVX enrolled the most severe population of UC patients in any trial I could find.  If these patients were being treated with an inactive drug, they’d be highly unlikely to stay on the drug for long periods of time.  So, if we can compare attrition rates on ABVX’s OLE to the OLE phases of FDA-approved drugs that we know for a fact are active, we can get an idea of if and how active $ABVX’s drug may be.\n\nReal-world studies consistently show that the discontinuation rate of advanced therapies for UC is 50%+ by only 1 year.  I have discussed several of these studies in my full pitch document, but for brevity in this thread, let’s just look at clinical trial OLE comps for $ABVX...\n\n$ABVX has run and published extremely long-term “extra” OLE data, with patients having been on drug for >2-4 years.  These data were generated by running an OLE after an OLE (4 years after the P2a and 2 years after the P2b).\n      ↪️We can tell how many patients continued on $ABVX's drug for longer than 2-4 years by the number of patients who enrolled into this “extra” OLE.  Of 239 eligible patients (those who had entered the first OLE 2-4 years earlier), 130 enrolled into the “extra” OLE.  130/239 = 54.4% enrollment rate, meaning 54.4% of patients who started the drug 2-4 years earlier were still on the drug!\n\nOf all the drugs I analyzed, the only one with up to 4 years worth of P2 OLE data publicly available was Zeposia.  Note that, unlike $ABVX, the Zeposia trials ONLY ALLOWED RESPONDERS ONTO MAINTENANCE/OLE, meaning that Zeposia’s dataset is heavily responder enriched and thus artificially inflated (unlike ABVX’s studies which allowed NONresponders to continue on treatment).\n\nBetween 2-4 years, Zeposia’s (responder enriched) continuation rate ranged from 60% to 42%.  Comparing to $ABVX’s (non-enriched) rate of 54.4% with a blend of patients on drug for 2-4 years, I would say that $ABVX’s drug continuation rate is HIGHLY similar to, if not slightly better than, FDA-approved Zeposia’s.  In any case, this is NOT the sort of long-term drug continuation that I would expect to see for an INACTIVE compound in a set of VERY SEVERE patients.\n\nSee the 2nd photo attached for a table comparing these attrition data.  I believe that this is yet another strong datapoint supporting the idea that $ABVX’s obefazimod is not only active, but significantly so.\n\n---\n\nSlide 6⃣...The🔑 Slide!\n👉Analyzing $ABVX's pre-disclosed P3 maintenance arm enrollment\n\n🚨I consider this the most important slide of my $ABVX pitch, and I think it digs into a key piece of data that the market is totally missing the importance of!🚨\n\n…$ABVX has pre-disclosed the enrollment rate of their P3’s maintenance arm with 87% of the trial completed!\n\nWhy is this so important⁉️\n\nBecause only induction responders are eligible to enroll into the maintenance arm, meaning...***we now know the pooled response rate of their phase 3 induction study*** 87% of the way through its completion!\n\nThis fact is disclosed on a single new slide from their June 2025 corporate deck (first photo attached).  We know that the data are complete through 87% of the trial (1111/1275 enrollment), and that 597 patients of the 1111 assessed so far have been responders!  So, the pooled response rate in the study 87% of the way to completion is 53.7% (597/1111).\n\nThe company does not discuss this fact further, and I’ve seen no deep analysis of these numbers elsewhere.  I think people have failed to dig further here and realize that these numbers are telling us that the trial is far more likely to succeed than the market is giving $ABVX credit for!  Let’s dig into the numbers and learn why I say this:\n\n➡️$ABVX’s P3 has the same randomization ratio of drug to placebo as the P2b did (3:1).  In a vacuum, we would thus expect their P3 and P2b pooled response and remission rates to be the same.\n...However, as previously discussed, $ABVX’s P2b study had a VERY atypically high placebo remission rate and an above average placebo response rate.  Accordingly, if we expect the treatment-arm patients to perform the same in P3 as they did in P2 but for placebo patients to regress to the mean, we would expect the pooled response rate to come DOWN slightly in phase 3.\n\n...However, with the data the company recently released, we know that $ABVX is actually seeing the opposite!  The P3 pooled response rate has been higher so far in P3 than in P2!\n      ➡️P2b pooled response rate: 51.2%\n      ➡️P3 pooled response rate: 53.7%\n            ↪️P3 is 2.5 percentage points higher!\n\nNow we can use different sets of assumptions and apply them to the facts that we already know (pooled response rate and randomization ratio) in order to determine how the P3 study may be tracking.  The key assumption variables we must adjust are:\n      ➡️Placebo response & remission rates\n      ➡️Treatment response:remission ratio\n\nI’ve built 2 main assumption cases to project what $ABVX’s trial may be on target for:\n\nCase 1⃣➡️ ABVX’s trial performs like prior P3 oral treatments have in the past.  This is the most robust case, as it uses a sample size >2,000 patients combining Rinvoq, Zeposia, and Velsipity P3 trial data (I will call this the “R+Z+V dataset”).  This dataset establishes:\n👉Placebo response rate of 27.7%\n👉Placebo remission rate of 5.5%\n👉Treatment response:remission ratio of 2.46:1\n\nApplying these historic P3 assumptions (the n>2000 R+Z+V dataset) to what $ABVX has already disclosed, we find that $ABVX would be on track for a clinical remission delta of 19.8% with the P3 study 87% completed.  This is huge.\n      ↪️This would be a black swan event from $ABVX’s current price, almost certainly (in my biased opinion) leading to triple digit stock prices (1,000%+ upside).  Normally such an outcome would be an extremely unlikely result, but what makes this setup so compelling to me is that:\n            ↪️...if you combine the data we literally already have from $ABVX’s trial with the simple assumption that the study will just perform like the average phase 3 study…it shows that this shocking level of efficacy is what the company is actually already on track for!  $ABVX’s current price does not come close to reflecting the real possibility that efficacy of this magnitude could be seen in the upcoming readout.\n\nCase 2⃣➡️ ABVX’s trials performs like its P2b trial, which had the highest placebo remission rate of any oral therapy I’ve ever seen (12.5%, versus 2nd closest of only 7% by Velsipity).  Assumptions:\n      👉12.5% placebo remission rate (like what was seen in P2b)\n      👉Treatment remission rate of 2.47:1 (note that R+Z+V’s rate was 2.46…incredibly consistent!)\n      👉34.4% response rate (like what was seen in P2b)\n\nOne might assume that this case produces a bearish result, because ABVX’s P2b had record placebo remission rates that made their placebo-adjusted delta look bad.  However, with their pooled response rate trending higher in P3 so far, these “bearish” P2b-like assumptions not only lead to ABVX still hitting, but coming in at a very bullish 11.8% remission delta!\n      ↪️This would match Entyvio’s level of efficacy, and IMO still yield 3-5x upside potential.  Again, ABVX’s stock is pricing in a high chance of failure, but now that we know how high the pooled response rate in the P3 study is, we can apply even bearish assumptions for how the rest of the trial is going to go and STILL arrive at results that would cause the stock to rocket!\n\nI've done the math for 2 more potential scenarios:\n      ➡️One scenario that assumes that the prior 2 scenarios simply meet in the middle, taking their average and yielding a 15.8% remission delta (a >5x upside case IMO).\n      ➡️One that assumes BOTH the worst P3 oral placebo response EVER, and the worst P3 response:remission ratio EVER somehow occur in ABVX’s study at the same time…the math says they could still be on track for a 10.3% delta (which I think would likely be stat sig, and yield 2-3x upside), despite these super bearish assumptions...\n\nThe math, in my opinion, suggests that the trial is heading for a remission delta in the mid-to-high teens, a scenario which has black-swan level upside potential.  The math also says that combining multiple “worst-ever” assumptions still likely leads to a successful trial, all based on ACTUAL data that we have from the P3 trial ahead of time.\n\nContrast these compelling numbers with the fact that $ABVX’s stock is largely priced for high odds of failure by the currently skeptical market…I do not think that this is appropriate, and I think the utility/significance of this subtle data disclosure that $ABVX recently made has been totally missed by the market at large.  I believe that this overlooked data/analysis is a major source of alpha for my investment case in $ABVX.\n\nGuide to attached photos:\n(1)  The slide where $ABVX disclosed the data in their June deck\n(2)  The outcomes of the 4 assumption cases noted above, with R+Z+V trial comps included\n(3)  The math/explanation that supports the data in the prior photo\n(4)  The assumption cases placed in context of data for approved drugs (efficacy comparisons)\n\n---\n\nSlide 7⃣:  What is $ABVX success potentially worth?  UC M&A case studies.\n\nIn the last slide I referenced the potential upside of numerous “trial hit” cases, and the numbers may look pretty steep (ranging from 2x to >10x).  How do I arrive at such high upside cases?  Well, other investors and sellside firms have been discussing 5-10x upside possibilities, but what is this all based on?\n\nTo benchmark the value $ABVX’s Obefazimod if it hits in its P3 UC trial, my preferred approach is looking at the valuations of the numerous M&A cases that have recently occurred in this space.  Let’s do that in this slide!\n\n👉Between 2015 and 2023 there were 4 buyouts of UC assets that were post P2b data, but pre P3 induction data.  These deals ranged from $6.7B-$10.8B.  This fact alone puts $ABVX’s current ~$630M valuation into compelling context, especially when you consider that $ABVX is about to have P3 data in hand while these buyouts were done years before their P3 data would become available!\n   ➡️$RCPT (Zeposia), 2015, $7.2B.  Bought out ~4 years before P3 data. Me-two MoA.\n   ➡️$ARNA (Velsipity), 2022, $6.7B.  Bought out ~3 months before P3 data.  Me-two MoA.\n   ➡️$RXDX (Tulisokibart), 2023, $10.8B.  Bought out 3-4 years before P3 data.  Me-three MoA.\n   ➡️$ROIV (Televant - RVT-3101), 2023, $7.1B.  Bought out ~4 years before P3 data.  Me-three MoA.\n\nThe above 4 examples were all post-Phase 2 UC buyouts, with an average price of ~$8B (1170% upside from $ABVX’s current market cap).\n\nFurthermore, all of these buyouts were for drugs with known competitors with the same MoA having already been approved or in the pipeline (me-two or me-three drugs), versus $ABVX’s obefazimod that is the ONLY drug even in development with its MoA.\n      ↪️Perhaps even more striking, these companies were bought 3 months to 4 YEARS *before* their P3 data would become available…Meanwhile, $ABVX will report its P3 data in the next few weeks.\n      ↪️Finally, if you look at apples-to-apples maintenance data comps for the bought-out drugs, $ABVX’s maintenance data so far actually looks better than all of them…\n\nSo, despite being WAY further along on timeline, having arguably better P2 maintenance data, and being the only drug candidate with a unique MoA on the market/in development, $ABVX trades at <1/12th of the average valuation of these Phase 2 acquisitions while $ABVX is going into their P3 data…\n\nSee all of that information broken down in the first attached table.\n\n✌️There are actually 2 more valuation case studies we should use for $ABVX:  $MORF and $PTGX\n\n1⃣$MORF was bought out by $LLY last year for $3.2B.  Their drug was an oral therapy going after the same target as the mega-blockbuster UC drug Entyvio.  Although the target is clearly lucrative, $MORF had 3 big problems:\n      Problem 1:  MORF’s data were extremely early.  They were bought out with only P2*a* data.  This is earlier than all the other buyout cases, and represented a >5 year path to market at the time of acquisition.\n      Problem 2:  MORF's dataset was open label!  Even $ABVX’s P2a was blinded/randomized/controlled.  This made $MORF’s early p2a data even harder to trust.\n      Problem 3:  Despite having the benefit of being open-label, $MORF’s data were still not super impressive.  Specifically, their endoscopic remission rate was surprisingly low - so low that the company purposely avoided disclosing it when they initially released the rest of the dataset!  When they finally did release the disappointing number at a conference months later, the stock cratered.\n\n👉Despite all of these Problems, $MORF was bought out for $3.2B shortly after P2a data…With all that baggage, their upside was still 5x what $ABVX currently trades at.\n\n2⃣$PTGX is also developing an oral therapy going after a target that is already on the market (IL-23).  However, they only own 6-10% royalties and some milestones for their drug - $JNJ owns the rest.\n      ↪️In March of last year $PTGX released P2b data (the equivalent of what $ABVX reported back in 2021).  It was already expected that the trial would hit, because the same drug had POC data from psoriasis, and the IL-23 target is already fully validated in UC (there are already 4 IL-23 targeting drugs FDA approved for UC).  So, the question was not if it would hit, but how strongly, meaning that some value for this indication was *already priced into the stock*\n\n➡️$PTGX’s data beat expectations, posting a 19% remission delta in their P2b readout.  This is a very competitive number, and the stock reacted favorably to this hit that was bigger than expected.\n      ↪️$PTGX added $1.25B in market cap that day (a day in which the $XBI was down as much as 5%!).  Adjusting roughly for $PTGX’s 6-10% royalty ownership of this drug by simply taking that number times 10, the equivalent “value” increase that $PTGX’s drug produced would be ~$12.5B!!!  And that was the upside to a scenario in which a \"hit\" was already expected!!!\n      ↪️The move was so profound that even the pharma giant $JNJ’s stock traded up on the news that day!  Although upside of this magnitude would be a stretch for any outcome that $ABVX could see from their P3 data, a valuation of $12.5B would be 1,884% upside from its current market cap…\n\nSo, in addition to the 4 buyout cases above, the $MORF and $PTGX case studies add further evidence that $ABVX’s upside on a successful P3 readout could be massive.  The lowest post-P2b buyout comp is $6.7B (>10x $ABVX’s market cap), and the $PTGX case shows a comp from this year reaching ~$12B in “value” for a drug that would have a me-five MoA and still come to market later than $ABVX would.\n\n$ABVX will be post-P3 soon, making it more advanced than any of these valuation comps.  It is the only drug with a unique MoA with no competition in the pipeline.  It could be the first oral therapy to ever make it to the UC market with no black box or severe infection warning…Although I am not projecting for $ABVX to quite reach these M&A valuations right away if they hit, one could see why such a valuation might be possible given how unique $ABVX's asset is...\n\nIMO, these valuation case studies suggest that even the low-end efficacy “success” cases should have >2-3x upside (~$1.2B-$1.8B market cap), and the upside cases of $PTGX-like efficacy could easily yield >10x upside.\n\n$ABVX at even 10x from current prices would still have a lower market cap (slightly over $6B) than *all* the post P2b M&A comps...and unlike all of those comps,        would be post P3, with a unique MoA, and likely a clean label for an oral drug.  The upside potential here in the event of unexpectedly strong efficacy could be truly massive.\n\nOf course - here’s another regular reminder that if this trial fails completely, the downside would be massive as well!\n\n---\n\nSlide 8⃣:  My projections for the upcoming $ABVX P3 readout\n\nI’ll refer back to slide 6’s main table for this, in which I used the company’s pre-disclosed P3 pooled response rate 87% of the way through the trial and applied various assumptions (both from prior $ABVX studies as well as large samples from pooled P3 studies).\n\nI think the most likely range of clinical remission delta is probably somewhere in the 13-15% range.  This is based on my extensive analysis of both historical P2 data and the pre-disclosed P3 data that I’ve shared here.  Now, this does not mean that the probability of the clinical remission delta landing between 13-15% is high, or even >50% for that matter.\n      ↪️But of the *many* potential outcomes that are each individually unlikely, I think that the 13-15% remission delta captures what is the most likely.  Importantly, efficacy in this range would almost certainly yield >5x upside from current levels.  5x from here would still only be a ~$3.15B market cap, which looks tiny in the context of the M&A comps discussed above.\n\nThe blue sky upside case of a high teens to 20% clinical remission delta (which again, only assumes that $ABVX’s P3 placebo responses are simply performing in line with historic P3 comps…) would almost certainly yield >10x upside in my opinion.\n\nWith these degrees of upside on the table, the market is clearly underwriting a much lower probability of success for $ABVX than I am, and likely completely ignoring the possibility of “blue-sky” level outcomes.  IMO $ABVX at $9.95 is not appropriately priced going into data at all, and should be trading at a significantly higher level before the readout comes based on the available data.\n\nStill, despite the realistic chances at major upside that I’ve discussed, we must not forget this: THE DOWNSIDE POTENTIAL IS STILL REAL AND WOULD BE DEVASTATING AT 90%+.\n\n---\n\nSlide 9⃣:  $ABVX Key Points and Summary of Thoughts\n\nThe market is extremely skeptical that $ABVX is going to hit in the upcoming P3 readout, and the stock has largely been forgotten or even simply ignored for years.\n\nMost of this pessimism stems from a questionable/uncertain mechanism of action and P2b data that showed an inverse dose response, as well as mediocre outcomes on the most important endpoint:  Induction clinical remission delta.\n\nHowever, as I’ve discussed here, I’m not deterred by an unknown mechanism of action when the clinical data show me that the drug is active, which I strongly believe to be the case for $ABVX.  For years, I’ve been bullish on $ABVX’s odds of success due to:\n      ➡️The strength of the P2b results outside of the clinical remission delta (clinical response and endoscopic remission numbers looked more competitive)\n      ➡️The fact that $ABVX’s P2b study had the most severe population of any UC study I have evaluated, explaining why their results might look worse despite having an active drug.\n      ➡️The fact that the P2b maintenance data look as good as, if not better than any other maintenance datasets I can find and make apples-to-apples comparisons against.\n      ➡️The fact that $ABVX’s extra-long-term OLE studies show their severe patients stay on their drug at rates matching or even exceeding what is seen with drugs that are already FDA-approved for UC!\n\nThese data have all supported my $ABVX bullishness historically, but when I realized the importance of the maintenance arm enrollment rate data that the company subtly released in June, my enthusiasm for their POS increased significantly.\n      ↪️Knowing that the pooled response rate 87% of the way through the trial is actually higher than the P2b study’s was with its historically high placebo remission rate…I feel even more confident than before that the trial is going to hit, and I even consider it possible that “blue sky” level efficacy capable of generating >10x upside results could be in play.  I think that the market has totally missed how bullish this data disclosure is, which is a big part of why I felt this pitch was compelling enough to share.\n\nI strongly believe that $ABVX trading at $9.95 does not reflect how positively skewed the risk:reward setup is going into data, but we also must remember that downside here is steep (90%+) if the readout does fail (which is ALWAYS possible).\n\nI expect data to come in August.  In the meantime, I welcome feedback, thoughts, and questions on what I’ve shared here today!  I’ll post the link to my >25K word pitch document here again:\nhttps://t.co/10i67JmoZG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018737724617803764, "ret_signed_m1d": -0.018737724617803764, "alpha_spy_m1d": -0.016845169681398597, "alpha_c_m1d": -0.024458949642199856, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": 0.005721225024396093, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013806739505185961, "ret_signed_p1d": -0.013806739505185961, "alpha_spy_p1d": -0.013949934944288644, "alpha_c_p1d": -0.03241991106906683, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.01861317156388087, "ret_p1w": 5.565088505017747, "ret_signed_p1w": 5.565088505017747, "alpha_spy_p1w": 5.552094917503839, "alpha_c_p1w": 5.533049479803842, "bench_spy_p1w": 0.012993587513907334, "bench_c_p1w": 0.03203902521390489, "ret_p1m": 5.800788634083547, "ret_signed_p1m": 5.800788634083547, "alpha_spy_p1m": 5.783230556997094, "alpha_c_p1m": 5.757535908775454, "bench_spy_p1m": 0.01755807708645274, "bench_c_p1m": 0.04325272530809321, "ret_p3m": 8.14497043562694, "ret_signed_p3m": 8.14497043562694, "alpha_spy_p3m": 8.085390631307089, "alpha_c_p3m": 8.04705896987741, "bench_spy_p3m": 0.059579804319850105, "bench_c_p3m": 0.0979114657495288, "ret_p6m": 10.719920346565612, "ret_signed_p6m": 10.719920346565612, "alpha_spy_p6m": 10.636111854320347, "alpha_c_p6m": 10.523982804264557, "bench_spy_p6m": 0.08380849224526532, "bench_c_p6m": 0.19593754230105476, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 5.800788634083547, "alpha_spy_stated": 5.783230556997094, "alpha_c_stated": 5.757535908775454, "price_path": [-0.3688, -0.3856, -0.359, -0.3328, -0.3166, -0.3254, -0.284, -0.2978, -0.2978, -0.3185, -0.2909, -0.2978, -0.3343, -0.3466, -0.3245, -0.3383, -0.3688, -0.4043, -0.3984, -0.4093, -0.4073, -0.4201, -0.428, -0.426, -0.4034, -0.4408, -0.4389, -0.4398, -0.4068, -0.4063, -0.3738, -0.2367, -0.2051, -0.1963, -0.1923, -0.2308, -0.2239, -0.2682, -0.3077, -0.3116, -0.3373, -0.4024, -0.4034, -0.4112, -0.3974, -0.3442, -0.3047, -0.2919, -0.2702, -0.2456, -0.2446, -0.2347, -0.215, -0.216, -0.2357, -0.1805, -0.1815, -0.1844, -0.1292, -0.1272, -0.0256, 0.0197, -0.0187, 0.0, -0.0138, 5.7653, 5.8797, 5.5572, 5.5651, 5.8836, 5.9857, 6.0779, 6.0952, 6.1075, 5.9931, 5.8136, 5.9053, 5.9162, 5.8047, 6.0917, 5.8925, 5.86, 5.9467, 5.9043, 5.8008, 6.0897, 6.3402, 6.6213, 6.6391, 6.86, 6.8333, 7.0513, 6.9911, 7.0858, 7.2495, 7.4369, 7.6815, 7.8757, 7.8018, 7.642, 7.4773, 7.285, 7.4684, 7.1144, 6.9882, 7.216, 7.1164, 7.1075, 7.0888, 7.141, 7.0868, 7.1696, 7.2179, 7.3728, 7.1262, 7.1726, 7.2761, 7.5473, 7.5809, 7.5316, 7.9359, 8.2475, 8.431, 8.6469, 8.429, 8.1627, 8.145, 8.0227, 8.0404, 7.9458, 7.9221, 7.9507, 8.3531, 8.2944, 8.7574, 9.285, 9.1006, 8.7485, 8.7278, 8.8235, 9.2465, 9.3817, 9.4655, 9.7554, 9.2002, 8.9507, 9.8866, 10.2051, 10.2258, 10.1391, 11.1203, 10.7475, 11.3974, 11.646, 11.3945, 11.3107, 10.8264, 10.3245, 9.9398, 9.9112, 10.2929, 10.3462, 11.1341, 11.5769, 12.1252, 11.3812, 10.6282, 9.9448, 9.929, 10.2041, 10.3353, 12.6805, 12.644, 13.3304, 13.0345, 12.8462, 12.643, 12.2993, 12.1923, 11.1529, 10.7456, 11.4734, 10.3895, 10.2821, 10.6371, 10.7988, 11.3284, 10.5187, 10.5483, 10.7199]}
{"unit_id": "reply:1937523862230511762", "ticker_idx": 0, "ts": "2025-06-24T14:51:00+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lilly settlement", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses parent's view that LLY settlement will be material; multiple upcoming catalysts cited.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CloisterRes 100%.  Nobody more biased than me but I’m shocked how cheap this still it…P3 ready for atopic derm with new MOA…Lilly settlement…dapirolizumab royalty coming…P2 alopecia areata readout with this newly validated drug only a few months away.\n\nwtf", "reply_text": null, "parent_text": "You also have to assume the $LLY settlement will now be material because you can argue that correct data would have been worth a +160% move ie $150+m market cap, plus time value of money etc etc.", "quoted_text": null, "parent_author": "CloisterRes", "ret_m1d": -0.009562020574763963, "ret_signed_m1d": -0.009562020574763963, "alpha_spy_m1d": 0.0013644586163623629, "alpha_c_m1d": 0.0013644586163623629, "bench_spy_m1d": -0.010926479191126326, "bench_c_m1d": -0.010926479191126326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0182756795286525, "ret_signed_p1d": 0.0182756795286525, "alpha_spy_p1d": 0.017715295106973228, "alpha_c_p1d": 0.017715295106973228, "bench_spy_p1d": 0.0005603844216792719, "bench_c_p1d": 0.0005603844216792719, "ret_p1w": -0.002801749999624792, "ret_signed_p1w": -0.002801749999624792, "alpha_spy_p1w": -0.020716050033715683, "alpha_c_p1w": -0.020716050033715683, "bench_spy_p1w": 0.01791430003409089, "bench_c_p1w": 0.01791430003409089, "ret_p1m": 0.03515056305568809, "ret_signed_p1m": 0.03515056305568809, "alpha_spy_p1m": -0.010401367799179884, "alpha_c_p1m": -0.010401367799179884, "bench_spy_p1m": 0.04555193085486797, "bench_c_p1m": 0.04555193085486797, "ret_p3m": -0.037861623126942856, "ret_signed_p3m": -0.037861623126942856, "alpha_spy_p3m": -0.13389117237039327, "alpha_c_p3m": -0.13389117237039327, "bench_spy_p3m": 0.09602954924345042, "bench_c_p3m": 0.09602954924345042, "ret_p6m": 0.3885830385976494, "ret_signed_p6m": 0.3885830385976494, "alpha_spy_p6m": 0.2534798465015309, "alpha_c_p6m": 0.2534798465015309, "bench_spy_p6m": 0.13510319209611854, "bench_c_p6m": 0.13510319209611854, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03515056305568809, "alpha_spy_stated": -0.010401367799179884, "alpha_c_stated": -0.010401367799179884, "price_path": [0.1093, 0.0932, 0.0604, 0.0539, 0.0549, 0.0593, 0.0328, 0.0494, 0.0121, -0.0532, -0.0718, -0.0685, -0.0333, -0.0754, -0.0606, -0.0325, -0.0289, -0.0574, 0.0773, 0.0492, 0.0614, 0.0638, 0.1027, 0.1345, 0.1252, 0.1353, 0.153, 0.0185, 0.0564, 0.0536, -0.0058, -0.0038, -0.0362, -0.0579, -0.0309, -0.0431, -0.0822, -0.0595, -0.0266, -0.0295, -0.0399, -0.0683, -0.0808, -0.0827, -0.0679, -0.0754, -0.0713, -0.0519, -0.0398, -0.0351, -0.0157, -0.0159, -0.0105, -0.0056, 0.0374, 0.0392, 0.0436, 0.0531, 0.0379, 0.0169, 0.0089, -0.0197, -0.0096, 0.0, 0.0183, 0.0219, -0.0034, 0.0019, -0.0028, 0.0015, 0.0033, -0.0067, -0.0005, 0.0114, 0.0162, 0.0192, 0.0273, -0.0081, 0.0151, -0.0213, -0.0082, -0.0204, -0.0021, 0.0267, 0.0352, 0.0445, 0.0386, -0.0194, -0.0231, -0.0489, -0.0202, -0.0117, -0.0156, -0.0408, -0.1764, -0.1959, -0.1836, -0.1782, -0.1511, -0.1204, -0.0968, -0.1009, -0.0942, -0.0914, -0.0857, -0.0833, -0.1044, -0.052, -0.0544, -0.0572, -0.0564, -0.053, -0.0496, -0.0431, -0.0633, -0.0486, -0.0332, -0.028, -0.0259, -0.027, -0.0363, -0.015, -0.0209, -0.0173, -0.0314, -0.0276, -0.0379, -0.0445, -0.0796, -0.0668, -0.0642, -0.0172, 0.0632, 0.056, 0.0818, 0.0885, 0.0866, 0.0893, 0.1017, 0.0736, 0.0554, 0.0463, 0.0647, 0.0554, 0.0341, 0.042, 0.0299, 0.0464, 0.0575, 0.0632, 0.0644, 0.0563, 0.0479, 0.0877, 0.1114, 0.1548, 0.1681, 0.1925, 0.2075, 0.1906, 0.2451, 0.2734, 0.3109, 0.3175, 0.3225, 0.3179, 0.3287, 0.3539, 0.3458, 0.3669, 0.3804, 0.4317, 0.4245, 0.3873, 0.3646, 0.3494, 0.3332, 0.3086, 0.3032, 0.2868, 0.267, 0.2817, 0.302, 0.3254, 0.3701, 0.36, 0.3438, 0.3633, 0.3821, 0.3886]}
{"unit_id": "reply:1917631597282746387", "ticker_idx": 0, "ts": "2025-04-30T17:26:15+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "assuming it's going to keep grinding higher. Too much to ignore at a certain point", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BBIO; expects continued grind higher once large seller exits, sees it as undervalued under $40.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MBbiotech Some big old holder must be trying to get out for this thing to still be under $40.  Surprised it’s under that level but assuming it’s going to keep grinding higher.  Too much to ignore at a certain point.", "reply_text": null, "parent_text": "$BBIO everyone is focusing today on Attruby; Cantor making the point this morning \"...in the post-surgical hypoPTH setting, Encaleret alone could deliver $2B+ in peak sales and justify the entire valuation of the company. And yet it gets virtually no attention from investors\".", "quoted_text": null, "parent_author": "MBbiotech", "ret_m1d": -0.05057357691706432, "ret_signed_m1d": -0.05057357691706432, "alpha_spy_m1d": -0.050176904235199826, "alpha_c_m1d": -0.042101945582399325, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.008471631334664997, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001042776717697702, "ret_signed_p1d": 0.001042776717697702, "alpha_spy_p1d": -0.006044315370189013, "alpha_c_p1d": 0.028308400758900953, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": -0.02726562404120325, "ret_p1w": -0.06621482990388472, "ret_signed_p1w": -0.06621482990388472, "alpha_spy_p1w": -0.07813476586479684, "alpha_c_p1w": -0.029836966974662982, "bench_spy_p1w": 0.01191993596091212, "bench_c_p1w": -0.03637786292922174, "ret_p1m": -0.10714287134923728, "ret_signed_p1m": -0.10714287134923728, "alpha_spy_p1m": -0.16998781139518604, "alpha_c_p1m": -0.05140139021902157, "bench_spy_p1m": 0.06284494004594876, "bench_c_p1m": -0.05574148113021571, "ret_p3m": 0.2322731935777842, "ret_signed_p3m": 0.2322731935777842, "alpha_spy_p3m": 0.08907580639399515, "alpha_c_p3m": 0.2993149742589223, "bench_spy_p3m": 0.14319738718378905, "bench_c_p3m": -0.06704178068113809, "ret_p6m": 0.7367049449056688, "ret_signed_p6m": 0.7367049449056688, "alpha_spy_p6m": 0.49002554393722497, "alpha_c_p6m": 0.7021144588676298, "bench_spy_p6m": 0.24667940096844387, "bench_c_p6m": 0.03459048603803905, "ret_p1y": 0.7872783229334106, "ret_signed_p1y": 0.7872783229334106, "alpha_spy_p1y": 0.4728351960186892, "alpha_c_p1y": 0.7354606459904509, "bench_spy_p1y": 0.3144431269147214, "bench_c_p1y": 0.05181767694295969, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10714287134923728, "alpha_spy_stated": -0.16998781139518604, "alpha_c_stated": -0.05140139021902157, "price_path": [-0.0495, -0.0623, -0.1082, -0.1911, -0.1403, -0.1257, -0.1475, -0.1697, -0.1721, -0.1887, -0.1671, -0.1773, -0.0902, -0.0748, -0.054, -0.0405, -0.0394, -0.055, -0.1045, -0.128, -0.1071, -0.0902, -0.1395, -0.1257, -0.0884, -0.1598, -0.177, -0.1814, -0.1569, -0.1504, -0.1577, -0.1405, -0.1395, -0.1608, -0.1202, -0.116, -0.0936, -0.0297, -0.0422, -0.0589, -0.0511, -0.0847, -0.0988, -0.1392, -0.0975, -0.1118, -0.1822, -0.2005, -0.2143, -0.1429, -0.1577, -0.116, -0.0915, -0.1074, -0.1176, -0.117, -0.1264, -0.109, -0.0816, -0.0626, -0.0536, -0.0644, -0.0506, 0.0, 0.001, 0.0055, -0.0036, -0.037, -0.0662, -0.0915, -0.1092, -0.0699, -0.133, -0.1225, -0.1204, -0.1178, -0.1217, -0.1212, -0.1439, -0.1405, -0.1309, -0.1371, -0.159, -0.1301, -0.1071, -0.0756, -0.0219, -0.0089, -0.0005, 0.0068, 0.0175, 0.0451, 0.018, 0.0336, 0.037, 0.0725, 0.0446, 0.0428, 0.0879, 0.0995, 0.1588, 0.1569, 0.1762, 0.1694, 0.1257, 0.1152, 0.1165, 0.1468, 0.134, 0.1259, 0.1986, 0.2062, 0.2114, 0.2432, 0.2243, 0.2278, 0.2185, 0.2125, 0.1966, 0.1932, 0.2041, 0.1903, 0.207, 0.2052, 0.2075, 0.1893, 0.2323, 0.2349, 0.2448, 0.2828, 0.1681, 0.1979, 0.2143, 0.2576, 0.2797, 0.3133, 0.3342, 0.3379, 0.2779, 0.275, 0.2742, 0.3094, 0.2795, 0.2328, 0.274, 0.2928, 0.3704, 0.3493, 0.3034, 0.3514, 0.3511, 0.3916, 0.4153, 0.3947, 0.3806, 0.3712, 0.335, 0.3418, 0.3423, 0.3342, 0.3903, 0.3652, 0.3436, 0.3425, 0.3204, 0.2774, 0.3047, 0.3545, 0.354, 0.3942, 0.3889, 0.378, 0.4236, 0.4135, 0.4416, 0.4283, 0.4466, 0.4588, 0.4729, 0.4763, 0.4346, 0.4317, 0.4665, 0.4171, 0.3879, 0.4028, 0.4145, 0.6569, 0.6814, 0.7367]}
{"unit_id": "thread:1906704150877855887", "ticker_idx": 0, "ts": "2025-03-31T13:44:29+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Levering up small cap biotech. $XBI at $79", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Levering long XBI at $79, expects -5% move to bounce; small-cap biotech can't get much worse.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "BRB, Levering up small cap biotech.\n\n$XBI\n$XBI at $79\n#WhatIsDeadMayNeverDie\n\n---\n\n$XBI -5% bounces imo.  We’ll see 🤷🏻‍♂️ \n\nFamous last words but some of these small caps “can’t get much worse”.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.040690507295064515, "ret_signed_m1d": 0.040690507295064515, "alpha_spy_m1d": 0.047358436793637604, "alpha_c_m1d": 0.047358436793637604, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.006667929498573089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036251548013048085, "ret_signed_p1d": -0.036251548013048085, "alpha_spy_p1d": -0.0390759910687708, "alpha_c_p1d": -0.0390759910687708, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": 0.002824443055722714, "ret_p1w": -0.10000003776793043, "ret_signed_p1w": -0.10000003776793043, "alpha_spy_p1w": -0.0016608018756512077, "alpha_c_p1w": -0.0016608018756512077, "bench_spy_p1w": -0.09833923589227922, "bench_c_p1w": -0.09833923589227922, "ret_p1m": 0.022811357874179095, "ret_signed_p1m": 0.022811357874179095, "alpha_spy_p1m": 0.03148152506368174, "alpha_c_p1m": 0.03148152506368174, "bench_spy_p1m": -0.008670167189502642, "bench_c_p1m": -0.008670167189502642, "ret_p3m": 0.024501378340620716, "ret_signed_p3m": 0.024501378340620716, "alpha_spy_p3m": -0.08291210144580718, "alpha_c_p3m": -0.08291210144580718, "bench_spy_p3m": 0.1074134797864279, "bench_c_p3m": 0.1074134797864279, "ret_p6m": 0.23596572031563423, "ret_signed_p6m": 0.23596572031563423, "alpha_spy_p6m": 0.03822914734637406, "alpha_c_p6m": 0.03822914734637406, "bench_spy_p6m": 0.19773657296926017, "bench_c_p6m": 0.19773657296926017, "ret_p1y": 0.5909085415573758, "ret_signed_p1y": 0.5909085415573758, "alpha_spy_p1y": 0.40613329318076397, "alpha_c_p1y": 0.40613329318076397, "bench_spy_p1y": 0.18477524837661186, "bench_c_p1y": 0.18477524837661186, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.022811357874179095, "alpha_spy_stated": 0.03148152506368174, "alpha_c_stated": 0.03148152506368174, "price_path": [0.1424, 0.1263, 0.1083, 0.1104, 0.1285, 0.1394, 0.1369, 0.1451, 0.1382, 0.1028, 0.099, 0.0685, 0.0918, 0.0837, 0.0846, 0.116, 0.1246, 0.1464, 0.14, 0.1419, 0.1489, 0.1415, 0.1533, 0.1426, 0.1272, 0.1414, 0.1676, 0.1512, 0.125, 0.1139, 0.098, 0.1093, 0.1192, 0.1271, 0.1261, 0.1409, 0.1432, 0.1306, 0.111, 0.0935, 0.0881, 0.0739, 0.0938, 0.0554, 0.062, 0.0828, 0.0734, 0.0764, 0.0633, 0.0625, 0.0745, 0.06, 0.0743, 0.0886, 0.0625, 0.0784, 0.0676, 0.0742, 0.0952, 0.0737, 0.0491, 0.0546, 0.0407, 0.0, -0.0363, -0.0063, -0.0365, -0.0917, -0.1, -0.1393, -0.0767, -0.117, -0.0835, -0.0562, -0.0562, -0.0736, -0.0637, -0.0689, -0.0427, -0.0247, -0.0026, -0.0105, 0.0033, 0.0096, 0.0228, 0.0173, 0.0296, 0.0191, -0.0485, -0.0462, -0.0377, -0.0581, -0.0203, -0.0438, -0.0583, -0.0434, -0.0256, -0.017, 0.0037, -0.0218, -0.0228, -0.0254, -0.0222, -0.0287, -0.0079, -0.0236, 0.0017, 0.0153, 0.017, 0.018, 0.039, 0.0391, 0.0515, 0.0403, 0.0402, 0.0308, 0.028, 0.0123, 0.0192, 0.0158, 0.0145, 0.0336, 0.0268, 0.0319, 0.0236, 0.0227, 0.0245, 0.0456, 0.0511, 0.0307, 0.0446, 0.0836, 0.0899, 0.0731, 0.0885, 0.0594, 0.083, 0.0867, 0.0638, 0.0589, 0.0695, 0.0879, 0.0789, 0.0804, 0.0675, 0.0585, 0.0635, 0.0563, 0.0596, 0.0706, 0.071, 0.0621, 0.0521, 0.0535, 0.0502, 0.0719, 0.1039, 0.1045, 0.1182, 0.1124, 0.095, 0.1002, 0.1088, 0.1212, 0.0949, 0.1086, 0.1134, 0.1134, 0.108, 0.1454, 0.1548, 0.1526, 0.1773, 0.1645, 0.1712, 0.1579, 0.1801, 0.1606, 0.1521, 0.156, 0.1563, 0.1922, 0.1789, 0.2002, 0.1937, 0.2019, 0.1824, 0.2082, 0.2261, 0.236]}
{"unit_id": "reply:1914328194712232080", "ticker_idx": 0, "ts": "2025-04-21T14:39:42+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$XBI has consistently traded higher than current levels with yields where they currently are or even slightly higher at times. The recent selloff priced in *EVERYTHING* being worst case scenario.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish XBI: current levels undervalue biotech given prevailing yields; selloff overdone with worst-case already priced in.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "$XBI has consistently traded higher than current levels with yields where they currently are or even slightly higher at times.  The recent selloff priced in *EVERYTHING* being worst case scenario.  \n\nRates are important - but biotech can do better than the recent  *absolute doom* even if yields/rates don’t flip quickly.", "reply_text": null, "parent_text": "Biotech probably been shorted to the other side of the blackhole by these funds - .. interesting that it is actually doing better even w/ the interest rate headwinds - ..", "quoted_text": null, "parent_author": "Sports_bios", "ret_m1d": 0.005562018734836638, "ret_signed_m1d": 0.005562018734836638, "alpha_spy_m1d": -0.018821013201855363, "alpha_c_m1d": -0.018821013201855363, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028208126812445222, "ret_signed_p1d": 0.028208126812445222, "alpha_spy_p1d": 0.0021903052812919377, "alpha_c_p1d": 0.0021903052812919377, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.0776056111213197, "ret_signed_p1w": 0.0776056111213197, "alpha_spy_p1w": 0.005662643875225859, "alpha_c_p1w": 0.005662643875225859, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.07800283298184718, "ret_signed_p1m": 0.07800283298184718, "alpha_spy_p1m": -0.07567106244666189, "alpha_c_p1m": -0.07567106244666189, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.14868723093466896, "ret_signed_p3m": 0.14868723093466896, "alpha_spy_p3m": -0.07867938535619667, "alpha_c_p3m": -0.07867938535619667, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.4595481710351945, "ret_signed_p6m": 0.4595481710351945, "alpha_spy_p6m": 0.1457176499241808, "alpha_c_p6m": 0.1457176499241808, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 0.8251209716511165, "ret_signed_p1y": 0.8251209716511165, "alpha_spy_p1y": 0.4252550863061988, "alpha_c_p1y": 0.4252550863061988, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07800283298184718, "alpha_spy_stated": -0.07567106244666189, "alpha_c_stated": -0.07567106244666189, "price_path": [0.1649, 0.1986, 0.2079, 0.2313, 0.2244, 0.2264, 0.2339, 0.226, 0.2387, 0.2272, 0.2106, 0.2259, 0.2541, 0.2365, 0.2082, 0.1963, 0.1792, 0.1914, 0.202, 0.2105, 0.2094, 0.2253, 0.2278, 0.2143, 0.1933, 0.1745, 0.1687, 0.1534, 0.1747, 0.1336, 0.1406, 0.163, 0.1529, 0.1561, 0.142, 0.1411, 0.1541, 0.1385, 0.1538, 0.1692, 0.1411, 0.1582, 0.1467, 0.1537, 0.1763, 0.1532, 0.1267, 0.1327, 0.1177, 0.074, 0.0351, 0.0673, 0.0348, -0.0245, -0.0334, -0.0756, -0.0083, -0.0516, -0.0156, 0.0136, 0.0136, -0.005, 0.0056, 0.0, 0.0282, 0.0475, 0.0712, 0.0628, 0.0776, 0.0844, 0.0985, 0.0926, 0.1058, 0.0946, 0.022, 0.0244, 0.0335, 0.0117, 0.0522, 0.027, 0.0114, 0.0274, 0.0465, 0.0558, 0.078, 0.0506, 0.0495, 0.0467, 0.0502, 0.0432, 0.0656, 0.0487, 0.0759, 0.0905, 0.0923, 0.0934, 0.1159, 0.116, 0.1294, 0.1173, 0.1172, 0.1071, 0.1041, 0.0873, 0.0947, 0.091, 0.0896, 0.1101, 0.1029, 0.1083, 0.0994, 0.0984, 0.1003, 0.123, 0.129, 0.107, 0.1219, 0.1638, 0.1705, 0.1525, 0.1691, 0.1378, 0.1631, 0.1671, 0.1426, 0.1373, 0.1487, 0.1684, 0.1588, 0.1603, 0.1466, 0.1369, 0.1422, 0.1345, 0.1381, 0.1499, 0.1503, 0.1407, 0.13, 0.1315, 0.1279, 0.1512, 0.1856, 0.1863, 0.201, 0.1948, 0.1761, 0.1817, 0.1909, 0.2042, 0.176, 0.1907, 0.1958, 0.1958, 0.19, 0.2301, 0.2403, 0.238, 0.2644, 0.2507, 0.258, 0.2436, 0.2675, 0.2466, 0.2374, 0.2415, 0.2419, 0.2805, 0.2662, 0.289, 0.282, 0.2909, 0.27, 0.2977, 0.3169, 0.3275, 0.3432, 0.3591, 0.3725, 0.373, 0.3736, 0.3969, 0.4112, 0.3909, 0.3946, 0.3926, 0.4357, 0.4296, 0.4282, 0.4595]}
{"unit_id": "reply:1910080355782287541", "ticker_idx": 0, "ts": "2025-04-09T21:20:19+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "unanimous agreement across all surveys/interviews that they'll use more $BBIO acora than vutri. Also, when doctors say that their offices are having to fill out less paperwork for $BBIO's drug and that the approval process is easy....PAY ATTENTION TO THAT BIG. TIME.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish BBIO: physicians unanimously preferring acora over vutri and citing easy approval/paperwork process as major adoption catalyst.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Probably any cardiac-related hospitalization would be my assumption. *Maybe* symptoms worsening? \n\nBut I'm more taken aback by the statements like saying you're not going to use Taf anymore...and basically unanimous agreement across all surveys/interviews that they'll use more $BBIO acora than vutri.\n\nAlso, when doctors say that their offices are having to fill out less paperwork for $BBIO's drug and that the approval process is easy....PAY ATTENTION TO THAT BIG. TIME.", "reply_text": null, "parent_text": "@A_May_MD I like BBIO, but 'progress' in this context is odd to me  \n\nWhat does that mean? Patients having more cardiovascular-related hospitalizations than they would like?", "quoted_text": null, "parent_author": "Sanctuary_Bio", "ret_m1d": 0.017641586833710532, "ret_signed_m1d": 0.017641586833710532, "alpha_spy_m1d": -0.02818546120784471, "alpha_c_m1d": -0.01104853222439428, "bench_spy_m1d": 0.04582704804155524, "bench_c_m1d": 0.028690119058104813, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049520223030498745, "ret_signed_p1d": 0.049520223030498745, "alpha_spy_p1d": 0.03167732926938216, "alpha_c_p1d": 0.034841667248313835, "bench_spy_p1d": 0.017842893761116585, "bench_c_p1d": 0.01467855578218491, "ret_p1w": 0.04828218793835526, "ret_signed_p1w": 0.04828218793835526, "alpha_spy_p1w": 0.04479388787257732, "alpha_c_p1w": 0.04383407444024834, "bench_spy_p1w": 0.0034883000657779384, "bench_c_p1w": 0.00444811349810692, "ret_p1m": 0.10430203616984568, "ret_signed_p1m": 0.10430203616984568, "alpha_spy_p1m": -0.0070440535773366175, "alpha_c_p1m": 0.09636962658601655, "bench_spy_p1m": 0.1113460897471823, "bench_c_p1m": 0.007932409583829125, "ret_p3m": 0.4760135128354346, "ret_signed_p3m": 0.4760135128354346, "alpha_spy_p3m": 0.28142548089622177, "alpha_c_p3m": 0.47019675788696147, "bench_spy_p3m": 0.1945880319392128, "bench_c_p3m": 0.005816754948473113, "ret_p6m": 0.7174249247893092, "ret_signed_p6m": 0.7174249247893092, "alpha_spy_p6m": 0.46543999179145357, "alpha_c_p6m": 0.6540294343863216, "bench_spy_p6m": 0.2519849329978556, "bench_c_p6m": 0.06339549040298764, "ret_p1y": 1.4119466726360597, "ret_signed_p1y": 1.4119466726360597, "alpha_spy_p1y": 1.0729307472749443, "alpha_c_p1y": 1.2889257596058723, "bench_spy_p1y": 0.33901592536111536, "bench_c_p1y": 0.12302091303018736, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10430203616984568, "alpha_spy_stated": -0.0070440535773366175, "alpha_c_stated": 0.09636962658601655, "price_path": [-0.0885, -0.1, 0.0439, 0.102, 0.0833, 0.0557, 0.0458, 0.1167, 0.1093, 0.1479, 0.1634, 0.1349, 0.1238, 0.1284, 0.1133, 0.0588, -0.0396, 0.0207, 0.0381, 0.0121, -0.0142, -0.017, -0.0368, -0.0111, -0.0232, 0.0802, 0.0984, 0.1232, 0.1391, 0.1405, 0.1219, 0.0631, 0.0353, 0.06, 0.0802, 0.0217, 0.0381, 0.0823, -0.0025, -0.0229, -0.0282, 0.0009, 0.0087, 0.0, 0.0204, 0.0217, -0.0037, 0.0446, 0.0495, 0.0761, 0.152, 0.1371, 0.1173, 0.1266, 0.0867, 0.0699, 0.022, 0.0715, 0.0545, -0.0291, -0.0508, -0.0672, 0.0176, 0.0, 0.0495, 0.0786, 0.0597, 0.0477, 0.0483, 0.0371, 0.0579, 0.0904, 0.113, 0.1236, 0.1108, 0.1272, 0.1872, 0.1885, 0.1937, 0.1829, 0.1433, 0.1086, 0.0786, 0.0576, 0.1043, 0.0294, 0.0418, 0.0443, 0.0474, 0.0427, 0.0433, 0.0164, 0.0204, 0.0319, 0.0245, -0.0015, 0.0328, 0.06, 0.0975, 0.1613, 0.1767, 0.1866, 0.1953, 0.208, 0.2408, 0.2086, 0.2272, 0.2312, 0.2733, 0.2402, 0.238, 0.2916, 0.3053, 0.3757, 0.3736, 0.3965, 0.3884, 0.3364, 0.324, 0.3256, 0.3615, 0.3463, 0.3367, 0.4231, 0.4321, 0.4383, 0.476, 0.4536, 0.4578, 0.4466, 0.4395, 0.4206, 0.4166, 0.4296, 0.4132, 0.433, 0.4308, 0.4336, 0.4119, 0.463, 0.4661, 0.4779, 0.5231, 0.3869, 0.4222, 0.4417, 0.493, 0.5193, 0.5593, 0.584, 0.5884, 0.5172, 0.5138, 0.5128, 0.5546, 0.519, 0.4636, 0.5125, 0.5348, 0.6271, 0.602, 0.5475, 0.6045, 0.6041, 0.6521, 0.6803, 0.6558, 0.6391, 0.628, 0.585, 0.593, 0.5936, 0.584, 0.6506, 0.6209, 0.5952, 0.5939, 0.5676, 0.5166, 0.5491, 0.6082, 0.6076, 0.6552, 0.649, 0.636, 0.6902, 0.6781, 0.7115, 0.6958, 0.7174]}
{"unit_id": "thread:1931000478034248067", "ticker_idx": 0, "ts": "2025-06-06T14:49:24+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's still *far* below the near ~$5 range it was playing with before \"the scare\"… It should still be up more", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long LXEO (owned): still far below pre-scare ~$5 level, financing overhang removed, FA program strong; also bullish XBI on gene therapy recovery heating up.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Ehem.  Exactly one month later.  $XBI is now *UP* from the Vinay scare/crash, and the gene therapy recovery is heating up.\n$XBI $BBC $IBB\n\n---\n\nI’ll focus on $LXEO here a little too as it’s one of the gene tx companies I know more about (and own).\n\nSince literally the minute the Vinay thing was announced, you could spend a couple hours and find numerous examples of him supporting accelerated approvals for rare disease.  Despite that, $LXEO plummeted and just would not rebound.  These examples of Vinay’s leniency were dug up and shared by people multiple times, yet $LXEO could barely bounce.  Before this news, it had traded briefly as high as the $5.50s since the liquidity crisis of $XBI $66.66.  It was cut in half from there on the Vinay scare. \n\nToday it’s finally moving a little on this FDA round table discussion yesterday, where Vinay literally just repeated things that were a matter of public record all along about willingness to approve drugs with speed and surrogate endpoints.  If you had a level head about this, you could’ve bought a bunch more $LXEO knowing this scare was clearly overblown.  All this was pretty easy to find but nobody seemed to care…\n\nAs for $LXEO, it’s currently pumping l at $3.80 and it’s still *far* below the near ~$5 range it was playing with before “the scare”. \n\nSince that time, $LXEO has\n-Removed their financing overhang (now financed all the way through pivotal for FA)\n-Potentially had the door opened to an indication that has long supported a ~$1B valuation for $RCKT follows Rocket’s safety issues.  The FA program so far is excellent POC - why can’t $LXEO become the leader in Danon too?\n\nYeah it has bounced a lot from the $66.66 crisis.  So what.  It has crashed a TON from 52wk highs.  It should still be up more 🤷🏻‍♂️.  The people who participated in the recent financing got an absolute STEAL and should be rewarded for acting on basic information that was clearly evident while others were losing their heads.\n\n---\n\n$LXEO Accelerated Approval Plan &gt; Munich Agreement https://t.co/AnyVCiWlY5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15721652461917546, "ret_signed_m1d": -0.15721652461917546, "alpha_spy_m1d": -0.1470519770042502, "alpha_c_m1d": -0.14776575496718114, "bench_spy_m1d": -0.010164547614925246, "bench_c_m1d": -0.009450769651994317, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1288659755805308, "ret_signed_p1d": 0.1288659755805308, "alpha_spy_p1d": 0.12796474671095948, "alpha_c_p1d": 0.13057740488404224, "bench_spy_p1d": 0.0009012288695713355, "bench_c_p1d": -0.0017114293035114247, "ret_p1w": 0.015463902322123246, "ret_signed_p1w": 0.015463902322123246, "alpha_spy_p1w": 0.019035553736217903, "alpha_c_p1w": 0.002440951625225507, "bench_spy_p1w": -0.0035716514140946565, "bench_c_p1w": 0.01302295069689774, "ret_p1m": 0.18556695076164909, "ret_signed_p1m": 0.18556695076164909, "alpha_spy_p1m": 0.14089465551229474, "alpha_c_p1m": 0.1724934939460565, "bench_spy_p1m": 0.044672295249354343, "bench_c_p1m": 0.013073456815592577, "ret_p3m": 0.3530927435955733, "ret_signed_p3m": 0.3530927435955733, "alpha_spy_p3m": 0.2669556559821604, "alpha_c_p3m": 0.32237323481554103, "bench_spy_p3m": 0.08613708761341288, "bench_c_p3m": 0.030719508780032267, "ret_p6m": 1.4097938416728626, "ret_signed_p6m": 1.4097938416728626, "alpha_spy_p6m": 1.2587710646730828, "alpha_c_p6m": 1.2586115766479569, "bench_spy_p6m": 0.15102277699977984, "bench_c_p6m": 0.15118226502490573, "ret_p1y": 0.09278341393273903, "ret_signed_p1y": 0.09278341393273903, "alpha_spy_p1y": -0.15149888599011319, "alpha_c_p1y": -0.07797615532981506, "bench_spy_p1y": 0.24428229992285222, "bench_c_p1y": 0.1707595692625541, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18556695076164909, "alpha_spy_stated": 0.14089465551229474, "alpha_c_stated": 0.1724934939460565, "price_path": [-0.3041, -0.3247, -0.3144, -0.25, -0.2345, -0.2088, -0.1985, -0.2371, -0.2165, -0.3067, -0.3015, 0.0541, 0.1443, 0.0284, 0.0593, 0.0567, -0.1057, -0.1933, -0.241, -0.3196, -0.3982, -0.5387, -0.5309, -0.3918, -0.4407, -0.4897, -0.4485, -0.3428, -0.4124, -0.3015, -0.1727, -0.1186, -0.1314, -0.0541, -0.0515, -0.0851, -0.0799, 0.0129, 0.2139, 0.1959, 0.1469, -0.1624, -0.2294, -0.2268, -0.3067, -0.3222, -0.2706, -0.3067, -0.3041, -0.1649, -0.1521, -0.0902, -0.2113, -0.2062, -0.2732, -0.3041, -0.2938, -0.2603, -0.299, -0.299, -0.2732, -0.201, -0.1572, 0.0, 0.1289, 0.1881, 0.1624, 0.0541, 0.0155, 0.0103, 0.0103, 0.0928, 0.0077, 0.0206, 0.0851, 0.0799, 0.0773, 0.0619, 0.0361, 0.0876, 0.1289, 0.1469, 0.1701, 0.1443, 0.1856, 0.183, 0.1521, 0.1443, 0.0619, 0.0851, 0.0979, 0.0696, 0.0206, 0.0026, 0.0052, -0.0541, 0.0644, 0.0979, 0.0567, 0.1985, 0.2191, 0.1881, 0.2294, 0.2191, 0.2268, 0.1469, 0.1675, 0.1443, 0.2036, 0.2165, 0.2345, 0.2165, 0.268, 0.232, 0.2371, 0.232, 0.2629, 0.201, 0.2603, 0.25, 0.2268, 0.2345, 0.2345, 0.268, 0.2809, 0.2938, 0.3531, 0.3376, 0.3402, 0.3351, 0.3351, 0.3866, 0.3428, 0.3814, 0.4072, 0.3273, 0.3686, 0.3789, 0.6856, 0.6753, 0.7448, 0.7165, 0.7113, 0.7113, 0.7268, 0.7062, 0.6675, 1.1495, 1.0696, 1.1134, 1.1237, 1.1134, 1.1907, 1.2758, 1.2603, 1.4691, 1.3763, 1.4742, 1.3789, 1.3196, 1.3789, 1.5361, 1.5979, 1.5541, 1.4304, 1.5799, 1.3299, 1.1521, 1.1134, 1.1701, 1.1108, 1.1959, 1.3505, 1.3737, 1.317, 1.3299, 1.4433, 1.366, 1.3428, 1.2964, 1.3351, 1.5747, 1.5052, 1.482, 1.5412, 1.299, 1.1443, 1.232, 1.3428, 1.4098]}
{"unit_id": "reply:1947751758068932729", "ticker_idx": 0, "ts": "2025-07-22T20:13:01+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Seriously a black swan level outcome for $ABVX. This is going to be the biggest rip we have seen in a while.", "tweet_type": "prediction", "timeline": "days", "summary": "Black-swan-level clinical outcome expected to drive a massive near-term rally in ABVX.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@avidresearch Seriously a black swan level outcome for $ABVX.  This is going to be the biggest rip we have seen in a while.", "reply_text": null, "parent_text": "Endoscopic improvement delta almost Rinvoq like but with cleaner safety. Cc @A_May_MD", "quoted_text": null, "parent_author": "avidresearch", "ret_m1d": -0.8542274020053742, "ret_signed_m1d": -0.8542274020053742, "alpha_spy_m1d": -0.845791692254741, "alpha_c_m1d": -0.834120314842449, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.020107087162925197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690967475089633, "ret_signed_p1d": 0.01690967475089633, "alpha_spy_p1d": 0.016578645099805778, "alpha_c_p1d": 0.020652303490745982, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0037426287398496516, "ret_p1w": 0.032580184549052094, "ret_signed_p1w": 0.032580184549052094, "alpha_spy_p1w": 0.03218610163108693, "alpha_c_p1w": 0.04784391651989239, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.0152637319708403, "ret_p1m": 0.08498545132262669, "ret_signed_p1m": 0.08498545132262669, "alpha_spy_p1m": 0.08287268036021289, "alpha_c_p1m": 0.07933504041046202, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.005650410912164672, "ret_p3m": 0.33629737912497526, "ret_signed_p3m": 0.33629737912497526, "alpha_spy_p3m": 0.2748965359821396, "alpha_c_p3m": 0.2664087357998195, "bench_spy_p3m": 0.06140084314283567, "bench_c_p3m": 0.06988864332515576, "ret_p6m": 0.8021865889699193, "ret_signed_p6m": 0.8021865889699193, "alpha_spy_p6m": 0.7095963695241168, "alpha_c_p6m": 0.6303142333109557, "bench_spy_p6m": 0.09259021944580259, "bench_c_p6m": 0.17187235565896364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.032580184549052094, "alpha_spy_stated": 0.03218610163108693, "alpha_c_stated": 0.04784391651989239, "price_path": [-0.9052, -0.9014, -0.899, -0.9003, -0.8942, -0.8962, -0.8962, -0.8993, -0.8952, -0.8962, -0.9016, -0.9034, -0.9001, -0.9022, -0.9067, -0.912, -0.9111, -0.9127, -0.9124, -0.9143, -0.9155, -0.9152, -0.9118, -0.9173, -0.9171, -0.9172, -0.9123, -0.9122, -0.9074, -0.8872, -0.8825, -0.8812, -0.8806, -0.8863, -0.8853, -0.8918, -0.8977, -0.8983, -0.902, -0.9117, -0.9118, -0.913, -0.9109, -0.9031, -0.8972, -0.8953, -0.8921, -0.8885, -0.8883, -0.8869, -0.884, -0.8841, -0.887, -0.8789, -0.879, -0.8794, -0.8713, -0.871, -0.856, -0.8493, -0.855, -0.8522, -0.8542, 0.0, 0.0169, -0.0308, -0.0296, 0.0175, 0.0326, 0.0462, 0.0488, 0.0506, 0.0337, 0.0071, 0.0207, 0.0223, 0.0058, 0.0483, 0.0188, 0.014, 0.0268, 0.0206, 0.0052, 0.048, 0.085, 0.1265, 0.1292, 0.1618, 0.1579, 0.1901, 0.1812, 0.1952, 0.2194, 0.2471, 0.2832, 0.312, 0.301, 0.2774, 0.2531, 0.2246, 0.2517, 0.1994, 0.1808, 0.2144, 0.1997, 0.1984, 0.1956, 0.2034, 0.1953, 0.2076, 0.2147, 0.2376, 0.2012, 0.208, 0.2233, 0.2634, 0.2684, 0.2611, 0.3208, 0.3669, 0.394, 0.4259, 0.3937, 0.3544, 0.3517, 0.3337, 0.3363, 0.3223, 0.3188, 0.323, 0.3825, 0.3738, 0.4423, 0.5203, 0.493, 0.441, 0.4379, 0.452, 0.5146, 0.5345, 0.5469, 0.5898, 0.5077, 0.4708, 0.6092, 0.6563, 0.6593, 0.6465, 0.7915, 0.7364, 0.8325, 0.8692, 0.8321, 0.8197, 0.7481, 0.6739, 0.6171, 0.6128, 0.6692, 0.6771, 0.7936, 0.859, 0.9401, 0.8301, 0.7188, 0.6178, 0.6155, 0.6561, 0.6755, 1.0222, 1.0168, 1.1182, 1.0745, 1.0466, 1.0166, 0.9658, 0.95, 0.7964, 0.7362, 0.8437, 0.6835, 0.6676, 0.7201, 0.744, 0.8223, 0.7026, 0.707, 0.7324, 0.7494, 0.8022]}
{"unit_id": "reply:1942226433390080277", "ticker_idx": 0, "ts": "2025-07-07T14:17:21+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "not even close to where it should be given all the good things that have happened, IMO", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LXEO; author argues stock remains far below fair value despite multiple positive developments.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Sanctuary_Bio Should go through the $LXEO 1Y chart and timestamp all the positive developments they’ve had over that period, while the stock went from $20 to $1.50.\n\nStarting to recover some now, but not even close to where it should be given all the good things that have happened, IMO.", "reply_text": null, "parent_text": "What's kind of interesting about this $LXEO btd is that it's broad rather than FA-CM\n\nThe company has effectively had nothing but positive results this year. The only thing that was kind of yucky was the raise at a pretty suboptimal time\n\n-28% ytd https://t.co/4T5Lx6eEBM", "quoted_text": null, "parent_author": "Sanctuary_Bio", "ret_m1d": -0.019823822322491025, "ret_signed_m1d": -0.019823822322491025, "alpha_spy_m1d": -0.02733174305806496, "alpha_c_m1d": -0.02830844727599946, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.008484624953508435, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02202641089709456, "ret_signed_p1d": -0.02202641089709456, "alpha_spy_p1d": -0.021478675602082054, "alpha_c_p1d": -0.026566453732071893, "bench_spy_p1d": -0.0005477352950125081, "bench_c_p1d": 0.004540042834977331, "ret_p1w": -0.02202641089709456, "ret_signed_p1w": -0.02202641089709456, "alpha_spy_p1w": -0.028680266251627118, "alpha_c_p1w": -0.02701304926940684, "bench_spy_p1w": 0.006653855354532556, "bench_c_p1w": 0.00498663837231228, "ret_p1m": 0.041850233219585586, "ret_signed_p1m": 0.041850233219585586, "alpha_spy_p1m": 0.030105094283331413, "alpha_c_p1m": 0.055693544450542976, "bench_spy_p1m": 0.011745138936254174, "bench_c_p1m": -0.01384331123095739, "ret_p3m": 0.4581497667804144, "ret_signed_p3m": 0.4581497667804144, "alpha_spy_p3m": 0.3769719957061275, "alpha_c_p3m": 0.3753699131859818, "bench_spy_p3m": 0.08117777107428692, "bench_c_p3m": 0.08277985359443263, "ret_p6m": 1.0792950792295404, "ret_signed_p6m": 1.0792950792295404, "alpha_spy_p6m": 0.964929560324669, "alpha_c_p6m": 0.9151668476385777, "bench_spy_p6m": 0.11436551890487134, "bench_c_p6m": 0.16412823159096268, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.041850233219585586, "alpha_spy_stated": 0.030105094283331413, "alpha_c_stated": 0.055693544450542976, "price_path": [-0.4185, -0.4857, -0.6057, -0.5991, -0.4802, -0.522, -0.5639, -0.5286, -0.4383, -0.4978, -0.4031, -0.293, -0.2467, -0.2577, -0.1916, -0.1894, -0.2181, -0.2137, -0.1344, 0.0374, 0.022, -0.0198, -0.2841, -0.3414, -0.3392, -0.4075, -0.4207, -0.3767, -0.4075, -0.4053, -0.2863, -0.2753, -0.2225, -0.326, -0.3216, -0.3789, -0.4053, -0.3965, -0.3678, -0.4009, -0.4009, -0.3789, -0.3172, -0.2797, -0.1454, -0.0352, 0.0154, -0.0066, -0.0991, -0.1322, -0.1366, -0.1366, -0.0661, -0.1388, -0.1278, -0.0727, -0.0771, -0.0793, -0.0925, -0.1145, -0.0705, -0.0352, -0.0198, 0.0, -0.022, 0.0132, 0.011, -0.0154, -0.022, -0.0925, -0.0727, -0.0617, -0.0859, -0.1278, -0.1432, -0.141, -0.1916, -0.0903, -0.0617, -0.0969, 0.0242, 0.0419, 0.0154, 0.0507, 0.0419, 0.0485, -0.0198, -0.0022, -0.022, 0.0286, 0.0396, 0.0551, 0.0396, 0.0837, 0.0529, 0.0573, 0.0529, 0.0793, 0.0264, 0.0771, 0.0683, 0.0485, 0.0551, 0.0551, 0.0837, 0.0947, 0.1057, 0.1564, 0.1432, 0.1454, 0.141, 0.141, 0.185, 0.1476, 0.1806, 0.2026, 0.1344, 0.1696, 0.1784, 0.4405, 0.4317, 0.4912, 0.467, 0.4626, 0.4626, 0.4758, 0.4581, 0.4251, 0.837, 0.7687, 0.8062, 0.815, 0.8062, 0.8722, 0.9449, 0.9317, 1.1101, 1.0308, 1.1145, 1.033, 0.9824, 1.033, 1.1674, 1.2203, 1.1828, 1.0771, 1.2048, 0.9912, 0.8392, 0.8062, 0.8546, 0.804, 0.8767, 1.0088, 1.0286, 0.9802, 0.9912, 1.0881, 1.022, 1.0022, 0.9626, 0.9956, 1.2004, 1.141, 1.1211, 1.1718, 0.9648, 0.8326, 0.9075, 1.0022, 1.0595, 1.0815, 1.0947, 1.1432, 1.1586, 1.152, 1.1498, 1.1432, 1.0066, 1.1938, 1.2797, 1.3414, 1.2996, 1.326, 1.2577, 1.2621, 1.1454, 1.1872, 1.1167, 1.0793]}
{"unit_id": "reply:1910079061382287858", "ticker_idx": 0, "ts": "2025-04-09T21:15:10+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BBIO has multiple underappreciated assets then 😎 … I just think this launch is going to be gangbusters", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BBIO: multiple underappreciated assets + expects gangbusters product launch.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PCM_bio So $BBIO has multiple underappreciated assets then 😎 \n\nI get what you’re saying though.  The baking in of an M&amp;A premium is harder to expect with the hub and spoke model.  I just think this launch is going to be gangbusters.", "reply_text": null, "parent_text": "@A_May_MD The difference is $vrna is single product whereas $bbio is hub-and-spoke. Not sure they are appropriate comps", "quoted_text": null, "parent_author": "PCM_bio", "ret_m1d": 0.017641586833710532, "ret_signed_m1d": 0.017641586833710532, "alpha_spy_m1d": -0.02818546120784471, "alpha_c_m1d": -0.01104853222439428, "bench_spy_m1d": 0.04582704804155524, "bench_c_m1d": 0.028690119058104813, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049520223030498745, "ret_signed_p1d": 0.049520223030498745, "alpha_spy_p1d": 0.03167732926938216, "alpha_c_p1d": 0.034841667248313835, "bench_spy_p1d": 0.017842893761116585, "bench_c_p1d": 0.01467855578218491, "ret_p1w": 0.04828218793835526, "ret_signed_p1w": 0.04828218793835526, "alpha_spy_p1w": 0.04479388787257732, "alpha_c_p1w": 0.04383407444024834, "bench_spy_p1w": 0.0034883000657779384, "bench_c_p1w": 0.00444811349810692, "ret_p1m": 0.10430203616984568, "ret_signed_p1m": 0.10430203616984568, "alpha_spy_p1m": -0.0070440535773366175, "alpha_c_p1m": 0.09636962658601655, "bench_spy_p1m": 0.1113460897471823, "bench_c_p1m": 0.007932409583829125, "ret_p3m": 0.4760135128354346, "ret_signed_p3m": 0.4760135128354346, "alpha_spy_p3m": 0.28142548089622177, "alpha_c_p3m": 0.47019675788696147, "bench_spy_p3m": 0.1945880319392128, "bench_c_p3m": 0.005816754948473113, "ret_p6m": 0.7174249247893092, "ret_signed_p6m": 0.7174249247893092, "alpha_spy_p6m": 0.46543999179145357, "alpha_c_p6m": 0.6540294343863216, "bench_spy_p6m": 0.2519849329978556, "bench_c_p6m": 0.06339549040298764, "ret_p1y": 1.4119466726360597, "ret_signed_p1y": 1.4119466726360597, "alpha_spy_p1y": 1.0729307472749443, "alpha_c_p1y": 1.2889257596058723, "bench_spy_p1y": 0.33901592536111536, "bench_c_p1y": 0.12302091303018736, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10430203616984568, "alpha_spy_stated": -0.0070440535773366175, "alpha_c_stated": 0.09636962658601655, "price_path": [-0.0885, -0.1, 0.0439, 0.102, 0.0833, 0.0557, 0.0458, 0.1167, 0.1093, 0.1479, 0.1634, 0.1349, 0.1238, 0.1284, 0.1133, 0.0588, -0.0396, 0.0207, 0.0381, 0.0121, -0.0142, -0.017, -0.0368, -0.0111, -0.0232, 0.0802, 0.0984, 0.1232, 0.1391, 0.1405, 0.1219, 0.0631, 0.0353, 0.06, 0.0802, 0.0217, 0.0381, 0.0823, -0.0025, -0.0229, -0.0282, 0.0009, 0.0087, 0.0, 0.0204, 0.0217, -0.0037, 0.0446, 0.0495, 0.0761, 0.152, 0.1371, 0.1173, 0.1266, 0.0867, 0.0699, 0.022, 0.0715, 0.0545, -0.0291, -0.0508, -0.0672, 0.0176, 0.0, 0.0495, 0.0786, 0.0597, 0.0477, 0.0483, 0.0371, 0.0579, 0.0904, 0.113, 0.1236, 0.1108, 0.1272, 0.1872, 0.1885, 0.1937, 0.1829, 0.1433, 0.1086, 0.0786, 0.0576, 0.1043, 0.0294, 0.0418, 0.0443, 0.0474, 0.0427, 0.0433, 0.0164, 0.0204, 0.0319, 0.0245, -0.0015, 0.0328, 0.06, 0.0975, 0.1613, 0.1767, 0.1866, 0.1953, 0.208, 0.2408, 0.2086, 0.2272, 0.2312, 0.2733, 0.2402, 0.238, 0.2916, 0.3053, 0.3757, 0.3736, 0.3965, 0.3884, 0.3364, 0.324, 0.3256, 0.3615, 0.3463, 0.3367, 0.4231, 0.4321, 0.4383, 0.476, 0.4536, 0.4578, 0.4466, 0.4395, 0.4206, 0.4166, 0.4296, 0.4132, 0.433, 0.4308, 0.4336, 0.4119, 0.463, 0.4661, 0.4779, 0.5231, 0.3869, 0.4222, 0.4417, 0.493, 0.5193, 0.5593, 0.584, 0.5884, 0.5172, 0.5138, 0.5128, 0.5546, 0.519, 0.4636, 0.5125, 0.5348, 0.6271, 0.602, 0.5475, 0.6045, 0.6041, 0.6521, 0.6803, 0.6558, 0.6391, 0.628, 0.585, 0.593, 0.5936, 0.584, 0.6506, 0.6209, 0.5952, 0.5939, 0.5676, 0.5166, 0.5491, 0.6082, 0.6076, 0.6552, 0.649, 0.636, 0.6902, 0.6781, 0.7115, 0.6958, 0.7174]}
{"unit_id": "thread:1927837379462603123", "ticker_idx": 0, "ts": "2025-05-28T21:20:23+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorted some after hours. Don't expect the current biotech market to be forgiving of this kind of thing.", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Short NTLA after Grade 4 liver enzyme elevations in ATTR study; biotech market unlikely to forgive safety signal.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NTLA $BBIO $ALNY $PFE $IONS\n\n$NTLA with scary liver enzyme elevation signal in their ATTR study.\n\nSeriously…Grade 4 means elevation beyond 20x the upper limit of normal (!!)\n\nShut this nonsense down. \n\n$NTLA running a study here that is unnecessary with stabilizers and silencers that treat this condition very well.  No need to be pursuing diseases like this with risky/unproven technology. \n\nShorted some after hours.  Don’t expect the current biotech market to be forgiving of this kind of thing.\n\n---\n\nC’mon Tony - unblock me if you want to share screenshots of my tweets and fight about them 😊 @GeneInvesting https://t.co/oEbjzYwCdq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.2966443080170986, "ret_signed_m1d": -0.2966443080170986, "alpha_spy_m1d": -0.30057622926160976, "alpha_c_m1d": -0.3032928232043345, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.0066485151872358594, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07785234074566583, "ret_signed_p1d": 0.07785234074566583, "alpha_spy_p1d": 0.07673372992100813, "alpha_c_p1d": 0.07996783606538627, "bench_spy_p1d": -0.0011186108246576953, "bench_c_p1d": 0.0021154953197204396, "ret_p1w": 0.017449680237473952, "ret_signed_p1w": -0.017449680237473952, "alpha_spy_p1w": -0.01236547655589737, "alpha_c_p1w": -0.011783288064607156, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.0056663921728667965, "ret_p1m": 0.2590604502802203, "ret_signed_p1m": -0.2590604502802203, "alpha_spy_p1m": -0.20885020200505133, "alpha_c_p1m": -0.23583998795255834, "bench_spy_p1m": 0.050210248275168956, "bench_c_p1m": 0.02322046232766195, "ret_p3m": 0.5570470709332733, "ret_signed_p3m": -0.5570470709332733, "alpha_spy_p3m": -0.45402473427652046, "alpha_c_p3m": -0.5213769966791413, "bench_spy_p3m": 0.10302233665675287, "bench_c_p3m": 0.035670074254132045, "ret_p6m": 0.14362425179767624, "ret_signed_p6m": -0.14362425179767624, "alpha_spy_p6m": 0.014886489499129851, "alpha_c_p6m": 0.0644765851307123, "bench_spy_p6m": 0.1585107412968061, "bench_c_p6m": 0.20810083692838854, "ret_p1y": 0.8429530058727137, "ret_signed_p1y": -0.8429530058727137, "alpha_spy_p1y": -0.5426640069339463, "alpha_c_p1y": -0.7060790858266794, "bench_spy_p1y": 0.30028899893876737, "bench_c_p1y": 0.13687392004603427, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.017449680237473952, "alpha_spy_stated": -0.01236547655589737, "alpha_c_stated": -0.011783288064607156, "price_path": [0.4577, 0.3544, 0.2685, 0.2208, 0.257, 0.3289, 0.3893, 0.2698, 0.2483, 0.2913, 0.2376, 0.2268, 0.2859, 0.2336, 0.2483, 0.1678, 0.2081, 0.2497, 0.1718, 0.1154, 0.1275, 0.0832, -0.0456, -0.1067, -0.0201, -0.0752, -0.1101, -0.1221, -0.157, -0.0497, -0.0913, -0.0054, 0.0067, -0.0121, -0.0792, -0.0295, 0.0631, 0.1154, 0.0859, 0.098, 0.1154, 0.1383, 0.1007, 0.1906, 0.1597, 0.1866, 0.1329, -0.0268, -0.0215, 0.1114, 0.0899, 0.1477, 0.1168, 0.0577, 0.0839, 0.1409, 0.2161, 0.298, 0.2349, 0.2698, 0.2295, 0.2517, 0.2966, 0.0, -0.0779, -0.0389, 0.0322, 0.0295, 0.0174, 0.0859, 0.1114, 0.1369, 0.1235, 0.1208, 0.1154, 0.2027, 0.2859, 0.2886, 0.2349, 0.2389, 0.2846, 0.2832, 0.2899, 0.2832, 0.2591, 0.3262, 0.4403, 0.4416, 0.3758, 0.4926, 0.6282, 0.6322, 0.5483, 0.604, 0.5409, 0.6054, 0.5879, 0.6188, 0.6953, 0.8107, 0.9114, 0.7154, 0.8248, 0.7597, 0.6779, 0.655, 0.5624, 0.5423, 0.6268, 0.5544, 0.5262, 0.5383, 0.4483, 0.4416, 0.4577, 0.4765, 0.4631, 0.4752, 0.4403, 0.3812, 0.3705, 0.3591, 0.4121, 0.5275, 0.5248, 0.5329, 0.557, 0.5242, 0.5302, 0.5718, 0.5597, 0.6188, 0.5893, 0.5946, 0.5154, 0.5329, 0.5329, 0.553, 0.647, 0.6658, 1.1624, 1.0926, 1.3168, 1.2926, 1.3839, 1.2295, 1.1893, 1.2711, 1.3181, 1.5181, 1.7436, 1.6792, 1.757, 1.7436, 2.2846, 2.4174, 2.2913, 2.1893, 2.2081, 2.4805, 2.3436, 2.3221, 2.7557, 2.6201, 2.2993, 2.4752, 2.4362, 0.9852, 0.8738, 0.7611, 0.6463, 0.694, 0.7544, 0.6376, 0.8215, 0.6537, 0.2779, 0.306, 0.3664, 0.2738, 0.1638, 0.1678, 0.1383, 0.1369, 0.106, 0.0792, 0.102, 0.1208, 0.1477, 0.1436]}
{"unit_id": "quote:1917535535763185889", "ticker_idx": 0, "ts": "2025-04-30T11:04:32+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fantastic to see for biotech! $XBI $BBC", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Enthusiastic about RGLS acquisition premium+CVR; frames deal as broadly positive for biotech/XBI.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$RGLS premium is great and a *massive* CVR to boot.  Fantastic to see for biotech! $XBI $BBC\n\n@pawcio2009 update those leaderboards 😉", "reply_text": null, "parent_text": null, "quoted_text": "Regulus Therapeutics Enters into Agreement to be Acquired by Novartis AG $RGLS https://t.co/N05HFcHtSx", "parent_author": null, "ret_m1d": -0.012899406983980066, "ret_signed_m1d": -0.012899406983980066, "alpha_spy_m1d": -0.01250273430211557, "alpha_c_m1d": -0.01250273430211557, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.0003966726818644961, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005425017892764505, "ret_signed_p1d": -0.005425017892764505, "alpha_spy_p1d": -0.01251210998065122, "alpha_c_p1d": -0.01251210998065122, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": 0.007087092087886715, "ret_p1w": -0.06751053372180305, "ret_signed_p1w": -0.06751053372180305, "alpha_spy_p1w": -0.07943046968271517, "alpha_c_p1w": -0.07943046968271517, "bench_spy_p1w": 0.01191993596091212, "bench_c_p1w": 0.01191993596091212, "ret_p1m": -0.045328490663037124, "ret_signed_p1m": -0.045328490663037124, "alpha_spy_p1m": -0.10817343070898588, "alpha_c_p1m": -0.10817343070898588, "bench_spy_p1m": 0.06284494004594876, "bench_c_p1m": 0.06284494004594876, "ret_p3m": 0.03275809083902459, "ret_signed_p3m": 0.03275809083902459, "alpha_spy_p3m": -0.11043929634476446, "alpha_c_p3m": -0.11043929634476446, "bench_spy_p3m": 0.14319738718378905, "bench_c_p3m": 0.14319738718378905, "ret_p6m": 0.33816489517604786, "ret_signed_p6m": 0.33816489517604786, "alpha_spy_p6m": 0.09148549420760399, "alpha_c_p6m": 0.09148549420760399, "bench_spy_p6m": 0.24667940096844387, "bench_c_p6m": 0.24667940096844387, "ret_p1y": 0.5780536715546631, "ret_signed_p1y": 0.5780536715546631, "alpha_spy_p1y": 0.2636105446399417, "alpha_c_p1y": 0.2636105446399417, "bench_spy_p1y": 0.3144431269147214, "bench_c_p1y": 0.3144431269147214, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045328490663037124, "alpha_spy_stated": -0.10817343070898588, "alpha_c_stated": -0.10817343070898588, "price_path": [0.116, 0.1276, 0.1171, 0.102, 0.1159, 0.1416, 0.1256, 0.0999, 0.089, 0.0735, 0.0846, 0.0942, 0.1019, 0.101, 0.1154, 0.1177, 0.1054, 0.0863, 0.0691, 0.0638, 0.05, 0.0694, 0.0319, 0.0383, 0.0586, 0.0495, 0.0524, 0.0396, 0.0388, 0.0506, 0.0363, 0.0503, 0.0643, 0.0388, 0.0543, 0.0438, 0.0502, 0.0708, 0.0498, 0.0257, 0.0311, 0.0175, -0.0223, -0.0577, -0.0285, -0.058, -0.112, -0.1201, -0.1585, -0.0973, -0.1367, -0.1039, -0.0773, -0.0773, -0.0943, -0.0846, -0.0897, -0.064, -0.0464, -0.0248, -0.0325, -0.019, -0.0129, 0.0, -0.0054, 0.0066, -0.0036, -0.0697, -0.0675, -0.0592, -0.0791, -0.0422, -0.0651, -0.0793, -0.0647, -0.0474, -0.0389, -0.0187, -0.0436, -0.0446, -0.0471, -0.044, -0.0504, -0.03, -0.0453, -0.0206, -0.0074, -0.0057, -0.0047, 0.0158, 0.0159, 0.0281, 0.0171, 0.017, 0.0078, 0.0051, -0.0102, -0.0035, -0.0069, -0.0081, 0.0106, 0.0039, 0.0089, 0.0008, -0.0002, 0.0017, 0.0223, 0.0277, 0.0077, 0.0213, 0.0594, 0.0656, 0.0492, 0.0642, 0.0358, 0.0588, 0.0624, 0.0401, 0.0353, 0.0457, 0.0636, 0.0548, 0.0563, 0.0437, 0.0349, 0.0398, 0.0328, 0.036, 0.0467, 0.0471, 0.0384, 0.0287, 0.03, 0.0267, 0.0479, 0.0793, 0.0799, 0.0933, 0.0876, 0.0706, 0.0757, 0.0841, 0.0962, 0.0705, 0.0839, 0.0886, 0.0886, 0.0833, 0.1198, 0.1291, 0.1269, 0.151, 0.1385, 0.1451, 0.1321, 0.1538, 0.1348, 0.1264, 0.1302, 0.1305, 0.1656, 0.1526, 0.1734, 0.167, 0.1751, 0.1561, 0.1813, 0.1988, 0.2084, 0.2228, 0.2372, 0.2494, 0.2499, 0.2504, 0.2716, 0.2846, 0.2662, 0.2695, 0.2677, 0.3069, 0.3014, 0.3001, 0.3286, 0.3213, 0.2943, 0.2972, 0.3072, 0.3458, 0.3507, 0.3382]}
{"unit_id": "reply:1911818827437850637", "ticker_idx": 0, "ts": "2025-04-14T16:28:22+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think they have a much better chance of hitting in AD than the market is giving them credit for. Obviously if they hit on a P2 AD trial the stock should be up a ton", "tweet_type": "analysis", "timeline": "months", "summary": "Long NKTR: AD readout underpriced by market; hit scenario = large upside, miss + liquidation scenario still offers ~75% upside from current levels.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Sticking with my theme for the day of biotech zombie liquidations, $NKTR is a good example of a company that could have significant *UPSIDE* upon *FAILURE* if they chose to responsibly liquidate in the event that their June atopic derm readout misses.\n\nOf course, as my pitch has detailed, I think they have a much better chance of hitting in AD than the market is giving them credit for.  Obviously if they hit on a P2 AD trial the stock should be up a ton and the liquidation discussion should be off the table.\n\nHowever, if they miss and expeditiously start the liquidation process, the upside from here could actually still be *very* significant despite a trial failure.\n\nSo what should $NKTR do if they miss in AD in June?\n\n1⃣Immediately conduct an unplanned interim analysis on their alopecia areata study.  If this is showing signs of success, then that's unexpectedly great news - keep going!  If not, SHUT THE WHOLE THING DOWN IMMEDIATELY. \n2⃣Sub-lease their facilities in order to eliminate or at least reduce their lease liabilities (they have no significant debt/liabilities otherwise).\n3⃣Monetize their:\n     ↪️Ownership in Amerpsand Capital (recently acquired at a value of $20M)\n     ↪️Dapirolizumab milestone & royalty streams (arguably potentially worth as much as ~$150M, but still highly impactful at even half that amount)\n\nIf $NKTR were expeditious in completing the above liquidation plan after an atopic dermatitis failure, the downside protection for the AD readout would be huge, and they could even generate >50% upside like $THRD did today.  In a perfect world, $NKTR would discuss the possibility of a plan like this on their 1st quarter earnings call that should happen before the atopic derm readout occurs.  Investors would reward them for this.\n\nI did some very rough math on what liquidation could look like in a \"bullish\" scenario for $NKTR.  That back of the napkin math is pictured below, and suggests that ~75% upside from today's price could be possible DESPITE a failure in the AD readout if the team acted decisively and quickly (very open to feedback on this rough math!).  \n\nThis would be the right thing for the company to do for its investors in the event that the AD trial doesn't work out.  Of course, hopefully AD hits and it doesn't come to that, but failure is always a very real possibility in any clinical trial.  It would be highly encouraging to see $NKTR joining the likes $THRD in acting responsibly with investor capital in the event of failure.", "reply_text": null, "parent_text": "🚨PITCH ALERT🚨 $NKTR \nCurrently at $0.676, representing a  ~0.45x cash multiple and approaching an atopic dermatitis (AD) readout that has a legitimate chance at success, $NKTR represents one of the most compelling risk/reward profiles I have ever seen in small cap biotech.\n\nThis thread provides a very basic overview of the setup.  For greater depth, I have provided a link to a much longer pitch at the end of this first \"slide\".\n\nAlthough I am clearly bullish (and long) $NKTR at its current prices, I am NOT arguing that their AD readout has an atypically high probability of success (POS).  Rather, I argue that its POS is being underwritten as *zero* in spite of encouraging P1b proof of concept (POC) data.\n\nI will analyze NKTR's MOA, existing data, competitor data, financial position, and the (much larger) valuations that have recently been ascribed to similar AD readouts that clearly had much weaker rationale than $NKTR going into data.\n\nFor those looking for greater depth than this thread provides, here is the link to the pitch (via Google Doc):\nhttps://t.co/Li9AZZUhVC", "quoted_text": null, "parent_author": "A_May_MD", "ret_m1d": 0.03333335452609587, "ret_signed_m1d": 0.03333335452609587, "alpha_spy_m1d": 0.042941531792035526, "alpha_c_m1d": 0.04538769817264465, "bench_spy_m1d": -0.009608177265939655, "bench_c_m1d": -0.012054343646548782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06666670905219174, "ret_signed_p1d": 0.06666670905219174, "alpha_spy_p1d": 0.06946761596879125, "alpha_c_p1d": 0.07280217356167407, "bench_spy_p1d": -0.0028009069165995104, "bench_c_p1d": -0.006135464509482325, "ret_p1w": 0.09999995761447478, "ret_signed_p1w": 0.09999995761447478, "alpha_spy_p1w": 0.12201733386833613, "alpha_c_p1w": 0.12511904033282295, "bench_spy_p1w": -0.022017376253861354, "bench_c_p1w": -0.025119082718348174, "ret_p1m": 0.2000000211927626, "ret_signed_p1m": 0.2000000211927626, "alpha_spy_p1m": 0.11009420408439552, "alpha_c_p1m": 0.27052114891647505, "bench_spy_p1m": 0.08990581710836709, "bench_c_p1m": -0.07052112772371244, "ret_p3m": 1.6822221544053821, "ret_signed_p3m": 1.6822221544053821, "alpha_spy_p3m": 1.5209495229638388, "alpha_c_p3m": 1.7085619400845151, "bench_spy_p3m": 0.16127263144154336, "bench_c_p3m": -0.026339785679132977, "ret_p6m": 5.342222425672743, "ret_signed_p6m": 5.342222425672743, "alpha_spy_p6m": 5.106821910449147, "alpha_c_p6m": 5.305167717687446, "bench_spy_p6m": 0.23540051522359562, "bench_c_p6m": 0.03705470798529631, "ret_p1y": 8.332221984863281, "ret_signed_p1y": 8.332221984863281, "alpha_spy_p1y": 8.01581100317738, "alpha_c_p1y": 8.255098422459902, "bench_spy_p1y": 0.31641098168590087, "bench_c_p1y": 0.07712356240338014, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2000000211927626, "alpha_spy_stated": 0.11009420408439552, "alpha_c_stated": 0.27052114891647505, "price_path": [0.6, 0.5, 0.5167, 0.4833, 0.4833, 0.5, 0.5333, 0.4833, 0.4667, 0.4667, 0.4, 0.4, 0.4167, 0.3833, 0.35, 0.3, 0.2667, 0.1667, 0.1333, 0.1667, 0.1, 0.2167, 0.4833, 0.6333, 0.7667, 0.6667, 0.6, 0.55, 0.4167, 0.45, 0.3, 0.3333, 0.4, 0.3333, 0.4, 0.4333, 0.4333, 0.4667, 0.3667, 0.3667, 0.3667, 0.3667, 0.5, 0.5167, 0.4667, 0.5, 0.45, 0.4333, 0.4333, 0.4, 0.3333, 0.2667, 0.2333, 0.1333, 0.0667, 0.1, 0.0, -0.0833, -0.1833, -0.1833, -0.15, -0.1667, 0.0333, 0.0, 0.0667, 0.0167, 0.0667, 0.05, 0.1, 0.15, 0.2333, 0.3, 0.2667, 0.2333, 0.3333, 0.3, 0.25, 0.15, 0.0667, 0.0167, 0.0333, -0.0167, 0.1833, 0.1833, 0.2, 0.1333, 0.15, 0.1667, 0.15, 0.05, 0.1, 0.0833, 0.1167, 0.1667, 0.2333, 0.2, 0.3333, 0.25, 0.25, 0.1167, 0.1167, -0.0233, 0.2611, 0.0611, -0.0267, -0.0456, 0.0278, -0.03, -0.0433, -0.0544, 0.06, 1.7167, 2.2356, 2.2978, 1.8622, 1.8711, 1.7322, 1.8367, 1.7511, 1.6078, 1.5256, 1.5956, 1.7889, 1.7789, 1.7122, 1.6444, 1.6822, 1.9633, 1.7711, 1.7544, 1.72, 1.7778, 1.7311, 1.7778, 1.6278, 1.5456, 1.4522, 1.4089, 1.5511, 1.5856, 1.5067, 1.4944, 1.4167, 1.5622, 1.4967, 1.6222, 1.8578, 1.9656, 2.0289, 2.0478, 1.9689, 1.9944, 2.1111, 2.0033, 2.0156, 2.1978, 2.2533, 2.26, 2.3178, 2.2322, 2.1722, 2.9978, 3.4644, 3.9256, 4.3967, 4.3533, 4.2444, 4.4089, 4.4456, 4.5433, 4.6744, 5.5289, 5.1267, 5.5433, 5.6222, 5.7033, 5.18, 5.5, 5.5467, 5.3222, 5.5389, 5.7222, 5.7278, 5.6589, 5.4444, 5.2844, 5.1822, 5.0378, 5.3778, 5.3422]}
{"unit_id": "reply:1922290596573597777", "ticker_idx": 0, "ts": "2025-05-13T13:59:27+00:00", "symbol": "CTMX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Definitely has more rerating to do imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Agrees CTMX has more upside re-rating ahead.", "resolved_tickers": ["CTMX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PickingMyOwn @avidresearch Definitely has more rerating to do imo", "reply_text": null, "parent_text": "@avidresearch It’s so crazy I think folks are having difficulty digesting it.  It’s like aliens landing in your yard.  At first your brain simply can’t process it.  $CTMX", "quoted_text": null, "parent_author": "PickingMyOwn", "ret_m1d": -0.14799995422363277, "ret_signed_m1d": -0.14799995422363277, "alpha_spy_m1d": -0.14143931279869404, "alpha_c_m1d": -0.1790153916309738, "bench_spy_m1d": -0.006560641424938729, "bench_c_m1d": 0.03101543740734103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04799995422363279, "ret_signed_p1d": -0.04799995422363279, "alpha_spy_p1d": -0.04927803686763321, "alpha_c_p1d": -0.024491991962343973, "bench_spy_p1d": 0.0012780826440004223, "bench_c_p1d": -0.023507962261288817, "ret_p1w": -0.17600002288818362, "ret_signed_p1w": -0.17600002288818362, "alpha_spy_p1w": -0.1862411373239362, "alpha_c_p1w": -0.19746053475490444, "bench_spy_p1w": 0.010241114435752596, "bench_c_p1w": 0.02146051186672082, "ret_p1m": 0.19600000381469718, "ret_signed_p1m": 0.19600000381469718, "alpha_spy_p1m": 0.16718481954319264, "alpha_c_p1m": 0.15853876928378585, "bench_spy_p1m": 0.028815184271504535, "bench_c_p1m": 0.037461234530911325, "ret_p3m": -0.2900000095367432, "ret_signed_p3m": -0.2900000095367432, "alpha_spy_p3m": -0.39216846795897875, "alpha_c_p3m": -0.3055934680596346, "bench_spy_p3m": 0.10216845842223554, "bench_c_p3m": 0.015593458522891401, "ret_p6m": 0.6399999618530274, "ret_signed_p6m": 0.6399999618530274, "alpha_spy_p6m": 0.4694623086186389, "alpha_c_p6m": 0.4866541774019908, "bench_spy_p6m": 0.17053765323438852, "bench_c_p6m": 0.15334578445103664, "ret_p1y": 0.5119999885559081, "ret_signed_p1y": 0.5119999885559081, "alpha_spy_p1y": 0.22247187084320985, "alpha_c_p1y": 0.38024097021088443, "bench_spy_p1y": 0.28952811771269826, "bench_c_p1y": 0.13175901834502368, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19600000381469718, "alpha_spy_stated": 0.16718481954319264, "alpha_c_stated": 0.15853876928378585, "price_path": [-0.6968, -0.682, -0.6696, -0.6816, -0.682, -0.6796, -0.6736, -0.688, -0.7024, -0.7232, -0.7276, -0.73, -0.7292, -0.74, -0.7388, -0.754, -0.7532, -0.734, -0.732, -0.752, -0.7604, -0.7636, -0.74, -0.7468, -0.7584, -0.732, -0.7336, -0.7332, -0.732, -0.754, -0.7624, -0.7532, -0.7488, -0.7456, -0.768, -0.7564, -0.7828, -0.8176, -0.8272, -0.818, -0.8, -0.802, -0.7868, -0.7576, -0.7472, -0.748, -0.7376, -0.7, -0.7056, -0.708, -0.6936, -0.716, -0.7168, -0.7392, -0.7024, -0.6972, -0.6792, -0.6156, -0.6136, -0.6156, -0.564, -0.6288, -0.148, 0.0, -0.048, -0.2, -0.188, -0.148, -0.176, -0.184, -0.148, -0.108, -0.15, -0.04, 0.008, 0.06, 0.004, 0.06, 0.004, -0.04, 0.056, 0.054, 0.08, 0.128, 0.196, 0.1, -0.016, -0.048, -0.156, -0.072, -0.136, -0.144, -0.116, -0.076, -0.1, -0.092, -0.056, -0.008, 0.0, -0.052, -0.04, -0.004, 0.04, -0.032, -0.044, -0.04, -0.044, -0.048, -0.046, -0.048, -0.044, -0.028, -0.044, -0.04, -0.044, -0.1, -0.072, -0.124, -0.06, -0.044, -0.052, -0.132, -0.16, -0.06, -0.076, -0.256, -0.29, -0.296, -0.236, -0.152, -0.2, -0.212, -0.188, -0.152, -0.2, -0.188, -0.172, -0.18, -0.184, -0.168, -0.152, -0.16, -0.088, -0.128, -0.164, -0.172, -0.164, -0.2, -0.204, -0.216, -0.228, -0.184, -0.208, -0.176, -0.156, -0.036, 0.136, 0.16, 0.292, 0.276, 0.34, 0.312, 0.32, 0.312, 0.332, 0.348, 0.38, 0.344, 0.36, 0.368, 0.364, 0.312, 0.28, 0.496, 0.446, 0.356, 0.32, 0.304, 0.344, 0.328, 0.304, 0.332, 0.428, 0.572, 0.636, 0.684, 0.676, 0.448, 0.676, 0.64]}
{"unit_id": "reply:1905748793028739203", "ticker_idx": 0, "ts": "2025-03-28T22:28:14+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's going lower.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS; expects further decline from sub-$30 levels.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@himshouse Mind blown for prices not seen since January?  It’s going lower.", "reply_text": null, "parent_text": "$HIMS HAS FALLEN BELOW $30 🤯\n\nWHO'S BUYING MORE?! https://t.co/T6L2ymayGP", "quoted_text": null, "parent_author": "himshouse", "ret_m1d": -0.013874783688586412, "ret_signed_m1d": 0.013874783688586412, "alpha_spy_m1d": 0.007206854190013323, "alpha_c_m1d": 0.007206854190013323, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.006667929498573089, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05076142263038541, "ret_signed_p1d": -0.05076142263038541, "alpha_spy_p1d": -0.0479369795746627, "alpha_c_p1d": -0.0479369795746627, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": 0.002824443055722714, "ret_p1w": -0.060236846878305994, "ret_signed_p1w": 0.060236846878305994, "alpha_spy_p1w": -0.038102389013973226, "alpha_c_p1w": -0.038102389013973226, "bench_spy_p1w": -0.09833923589227922, "bench_c_p1w": -0.09833923589227922, "ret_p1m": 0.12013534107331769, "ret_signed_p1m": -0.12013534107331769, "alpha_spy_p1m": -0.12880550826282033, "alpha_c_p1m": -0.12880550826282033, "bench_spy_p1m": -0.008670167189502642, "bench_c_p1m": -0.008670167189502642, "ret_p3m": 0.6230118552532127, "ret_signed_p3m": -0.6230118552532127, "alpha_spy_p3m": -0.5155983754667848, "alpha_c_p3m": -0.5155983754667848, "bench_spy_p3m": 0.1074134797864279, "bench_c_p3m": 0.1074134797864279, "ret_p6m": 0.9194586357067291, "ret_signed_p6m": -0.9194586357067291, "alpha_spy_p6m": -0.721722062737469, "alpha_c_p6m": -0.721722062737469, "bench_spy_p6m": 0.19773657296926017, "bench_c_p6m": 0.19773657296926017, "ret_p1y": -0.3285955781783819, "ret_signed_p1y": 0.3285955781783819, "alpha_spy_p1y": 0.5133708265549938, "alpha_c_p1y": 0.5133708265549938, "bench_spy_p1y": 0.18477524837661186, "bench_c_p1y": 0.18477524837661186, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12013534107331769, "alpha_spy_stated": -0.12880550826282033, "alpha_c_stated": -0.12880550826282033, "price_path": [-0.0359, -0.1012, -0.1482, -0.1817, -0.1472, -0.0988, -0.0897, -0.0636, -0.1293, -0.1401, -0.1235, -0.113, -0.0572, -0.0545, -0.0575, 0.0088, 0.0058, 0.0453, 0.0447, 0.0325, 0.0673, 0.0782, 0.1492, 0.2616, 0.3174, 0.4162, 0.4281, 0.3695, 0.4399, 0.5151, 0.4748, 0.5682, 1.0027, 1.0464, 0.9797, 1.3262, 1.2474, 0.6677, 0.7364, 0.3489, 0.4176, 0.399, 0.5259, 0.3766, 0.3702, 0.3838, 0.1638, 0.2166, 0.1665, 0.1746, 0.1482, 0.0673, 0.1215, 0.1739, 0.0657, 0.1465, 0.1124, 0.176, 0.266, 0.2535, 0.1289, 0.0802, -0.0139, 0.0, 0.0508, 0.0565, -0.0528, -0.1205, -0.0602, -0.1168, -0.002, -0.0927, -0.0785, -0.042, -0.003, -0.088, -0.0785, -0.1255, -0.1421, -0.0961, -0.0477, -0.0494, -0.0362, 0.1858, 0.1201, 0.2237, 0.3814, 0.4173, 0.6741, 0.7716, 0.7394, 0.7584, 0.8684, 1.1658, 1.0684, 0.9824, 1.1878, 1.1096, 1.0714, 0.9628, 0.8112, 0.8555, 0.8058, 0.8051, 0.7733, 0.914, 0.9212, 0.8521, 0.8142, 0.7858, 0.9063, 0.9242, 0.8697, 0.9479, 0.934, 0.8775, 1.023, 1.0047, 1.0667, 1.1733, 0.4206, 0.4535, 0.4014, 0.5662, 0.6721, 0.687, 0.623, 0.6061, 0.6237, 0.6386, 0.6569, 0.734, 0.7012, 0.6206, 0.7607, 0.7076, 0.7547, 0.6917, 0.7049, 0.6108, 0.6924, 0.9635, 0.9398, 0.9509, 0.9858, 1.0396, 1.2176, 1.2396, 1.1168, 1.1438, 0.8788, 0.7303, 0.7276, 0.7577, 0.6914, 0.623, 0.6355, 0.5949, 0.5574, 0.5262, 0.4274, 0.468, 0.4876, 0.5083, 0.4548, 0.5347, 0.4893, 0.4931, 0.4332, 0.4054, 0.5046, 0.6281, 0.6382, 0.6799, 0.6173, 0.6169, 0.7516, 0.8782, 0.8261, 0.7222, 0.7039, 0.9019, 0.9567, 0.9526, 0.8951, 0.802, 0.8569, 0.9763, 1.0007, 0.9195]}
{"unit_id": "orig:1947764124772913281", "ticker_idx": 0, "ts": "2025-07-22T21:02:09+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I sincerely believe that the stock *should* be up 1000%+. We are talking about the first line oral here now with no new safety signals.", "tweet_type": "prediction", "timeline": "days", "summary": "Strongly bullish ABVX on first-line oral designation with no new safety signals; believes 1000%+ upside is fully merited.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ABVX unhalt time keeps getting moved back.  It is because the bids for it are too high.  I sincerely believe that the stock *should* be up 1000%+.  \n\nWe are talking about the first line oral here now with no new safety signals.  We'll see.  Such moves usually don't happen in one session, but in my biased opinion that sort of upside is fully merited.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.8542274020053742, "ret_signed_m1d": -0.8542274020053742, "alpha_spy_m1d": -0.845791692254741, "alpha_c_m1d": -0.834120314842449, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.020107087162925197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690967475089633, "ret_signed_p1d": 0.01690967475089633, "alpha_spy_p1d": 0.016578645099805778, "alpha_c_p1d": 0.020652303490745982, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0037426287398496516, "ret_p1w": 0.032580184549052094, "ret_signed_p1w": 0.032580184549052094, "alpha_spy_p1w": 0.03218610163108693, "alpha_c_p1w": 0.04784391651989239, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.0152637319708403, "ret_p1m": 0.08498545132262669, "ret_signed_p1m": 0.08498545132262669, "alpha_spy_p1m": 0.08287268036021289, "alpha_c_p1m": 0.07933504041046202, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.005650410912164672, "ret_p3m": 0.33629737912497526, "ret_signed_p3m": 0.33629737912497526, "alpha_spy_p3m": 0.2748965359821396, "alpha_c_p3m": 0.2664087357998195, "bench_spy_p3m": 0.06140084314283567, "bench_c_p3m": 0.06988864332515576, "ret_p6m": 0.8021865889699193, "ret_signed_p6m": 0.8021865889699193, "alpha_spy_p6m": 0.7095963695241168, "alpha_c_p6m": 0.6303142333109557, "bench_spy_p6m": 0.09259021944580259, "bench_c_p6m": 0.17187235565896364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.032580184549052094, "alpha_spy_stated": 0.03218610163108693, "alpha_c_stated": 0.04784391651989239, "price_path": [-0.9052, -0.9014, -0.899, -0.9003, -0.8942, -0.8962, -0.8962, -0.8993, -0.8952, -0.8962, -0.9016, -0.9034, -0.9001, -0.9022, -0.9067, -0.912, -0.9111, -0.9127, -0.9124, -0.9143, -0.9155, -0.9152, -0.9118, -0.9173, -0.9171, -0.9172, -0.9123, -0.9122, -0.9074, -0.8872, -0.8825, -0.8812, -0.8806, -0.8863, -0.8853, -0.8918, -0.8977, -0.8983, -0.902, -0.9117, -0.9118, -0.913, -0.9109, -0.9031, -0.8972, -0.8953, -0.8921, -0.8885, -0.8883, -0.8869, -0.884, -0.8841, -0.887, -0.8789, -0.879, -0.8794, -0.8713, -0.871, -0.856, -0.8493, -0.855, -0.8522, -0.8542, 0.0, 0.0169, -0.0308, -0.0296, 0.0175, 0.0326, 0.0462, 0.0488, 0.0506, 0.0337, 0.0071, 0.0207, 0.0223, 0.0058, 0.0483, 0.0188, 0.014, 0.0268, 0.0206, 0.0052, 0.048, 0.085, 0.1265, 0.1292, 0.1618, 0.1579, 0.1901, 0.1812, 0.1952, 0.2194, 0.2471, 0.2832, 0.312, 0.301, 0.2774, 0.2531, 0.2246, 0.2517, 0.1994, 0.1808, 0.2144, 0.1997, 0.1984, 0.1956, 0.2034, 0.1953, 0.2076, 0.2147, 0.2376, 0.2012, 0.208, 0.2233, 0.2634, 0.2684, 0.2611, 0.3208, 0.3669, 0.394, 0.4259, 0.3937, 0.3544, 0.3517, 0.3337, 0.3363, 0.3223, 0.3188, 0.323, 0.3825, 0.3738, 0.4423, 0.5203, 0.493, 0.441, 0.4379, 0.452, 0.5146, 0.5345, 0.5469, 0.5898, 0.5077, 0.4708, 0.6092, 0.6563, 0.6593, 0.6465, 0.7915, 0.7364, 0.8325, 0.8692, 0.8321, 0.8197, 0.7481, 0.6739, 0.6171, 0.6128, 0.6692, 0.6771, 0.7936, 0.859, 0.9401, 0.8301, 0.7188, 0.6178, 0.6155, 0.6561, 0.6755, 1.0222, 1.0168, 1.1182, 1.0745, 1.0466, 1.0166, 0.9658, 0.95, 0.7964, 0.7362, 0.8437, 0.6835, 0.6676, 0.7201, 0.744, 0.8223, 0.7026, 0.707, 0.7324, 0.7494, 0.8022]}
{"unit_id": "quote:1914325479441551865", "ticker_idx": 0, "ts": "2025-04-21T14:28:55+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $LXEO keeps moving up substantially. It'll look odd to 'outsiders' seeing a stock that moved up 200%+ from lows on 'no news', but I personally think that's what'll happen here.", "tweet_type": "analysis", "timeline": "months", "summary": "Strongly bullish LXEO on gene therapy narrative reversal and unjust selloff; expects 200%+ move from lows; also bullish small-cap biotech via XBI.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "I still think $LXEO is probably the biotech that is “most emblematic” of the severity of the small cap biotech selloff.  \n\nBut I also think $LXEO will also be emblematic of how powerfully & quickly things can turn around.\n\nThis ~$3 stock was $10 literally 6 months ago (which is also already ~50% downside from 52 week highs!!!) Since then they’ve had nothing but objectively positive news in terms of both clinical data *and* regulatory discussions with the FDA.\n\nIf $LXEO had all that news back when they were trading at $10, they would’ve been able to raise cash at >$10.  \n\nBut, unfortunately they got caught up in the biotech meltdown and got an extra penalty for the (now mostly dead) narrative that Peter Marks leaving the FDA was going to destroy gene therapy companies.\n\nThis now looks almost certainly untrue, but $LXEO’s most important (and *very* positive) dataset came out *right* at the nadir of doom and gloom in the historic biotech meltdown.  The timing couldn’t have been worse, and they were just unluckily crushed for it. \n\nWith the FDA narrative for gene therapies having flipped from ultra bearish to likely even more bullish than before, and the first signs of biotech starting to outperform the broader markets (as it should continue to do) IMO, I think $LXEO keeps moving up substantially.\n\nIt’ll look odd to “outsiders” seeing a stock that moved up 200%+ from lows on “no news”, but I personally think that’s what’ll happen here.  You just have to appreciate the insane magnitude of selloff this stock went through despite repeatedly sharing good news (again - forced selling?).\n\nThe selloff here was just Out. Of. Control.  Emblematic of and someday maybe a good case study for how truly awful things had gotten in small cap biotechs!", "reply_text": null, "parent_text": null, "quoted_text": "At some point likely in the not too distant future I expect small cap biotechs to have a huge rally and outperform the broader markers substantially. \n\n10 year charts for context/perspective:\n\n1️⃣ $SPY up ~160%\n2️⃣ $XLV (large cap pharma) up not quite 100%\n3️⃣ $XBI (small-mid cap https://t.co/7WRtv5cv49", "parent_author": null, "ret_m1d": -0.15576323802433145, "ret_signed_m1d": -0.15576323802433145, "alpha_spy_m1d": -0.18014626996102345, "alpha_c_m1d": -0.17778933118688434, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.022026093162552884, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06542057185401129, "ret_signed_p1d": 0.06542057185401129, "alpha_spy_p1d": 0.039402750322858004, "alpha_c_p1d": 0.04663808251138257, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.018782489342628716, "ret_p1w": 0.1059189751180134, "ret_signed_p1w": 0.1059189751180134, "alpha_spy_p1w": 0.03397600787191957, "alpha_c_p1w": 0.06043342682748065, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.04548554829053275, "ret_p1m": 0.09968845153893624, "ret_signed_p1m": 0.09968845153893624, "alpha_spy_p1m": -0.053985443889572826, "alpha_c_p1m": 0.08362155928323811, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.01606689225569813, "ret_p3m": 0.21183802450972666, "ret_signed_p3m": 0.21183802450972666, "alpha_spy_p3m": -0.015528591781138967, "alpha_c_p3m": 0.1997881774875816, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.012049847022145066, "ret_p6m": 1.8722741923552162, "ret_signed_p6m": 1.8722741923552162, "alpha_spy_p6m": 1.5584436712442025, "alpha_c_p6m": 1.7698640823676766, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.10241010998753963, "ret_p1y": 0.9719625696204526, "ret_signed_p1y": 0.9719625696204526, "alpha_spy_p1y": 0.5720966842755348, "alpha_c_p1y": 0.8480990083409776, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.12386356127947495, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09968845153893624, "alpha_spy_stated": -0.053985443889572826, "alpha_c_stated": 0.08362155928323811, "price_path": [0.5794, 0.5202, 0.5265, 0.7477, 0.7383, 0.8287, 0.7695, 0.6231, 0.6355, 0.6916, 0.729, 0.7975, 0.81, 0.6885, 0.5421, 0.4393, 0.324, 0.2305, 0.3146, 0.4019, 0.3489, 0.3894, 0.2555, 0.2118, 0.162, 0.0514, -0.0156, -0.0685, -0.109, -0.271, -0.2212, -0.1558, -0.1246, -0.1589, -0.1838, -0.1713, -0.0935, -0.0748, -0.0436, -0.0312, -0.0779, -0.053, -0.162, -0.1558, 0.2741, 0.3832, 0.243, 0.2804, 0.2773, 0.081, -0.0249, -0.0826, -0.1776, -0.2726, -0.4424, -0.433, -0.2648, -0.324, -0.3832, -0.3333, -0.2056, -0.2897, -0.1558, 0.0, 0.0654, 0.0498, 0.1433, 0.1464, 0.1059, 0.1121, 0.2243, 0.4673, 0.4455, 0.3863, 0.0125, -0.0685, -0.0654, -0.162, -0.1807, -0.1184, -0.162, -0.1589, 0.0093, 0.0249, 0.0997, -0.0467, -0.0405, -0.1215, -0.1589, -0.1464, -0.1059, -0.1526, -0.1526, -0.1215, -0.0343, 0.0187, 0.2087, 0.3645, 0.4361, 0.405, 0.2741, 0.2274, 0.2212, 0.2212, 0.3209, 0.2181, 0.2336, 0.3115, 0.3053, 0.3022, 0.2835, 0.2523, 0.3146, 0.3645, 0.3863, 0.4143, 0.3832, 0.433, 0.4299, 0.3925, 0.3832, 0.2835, 0.3115, 0.3271, 0.2928, 0.2336, 0.2118, 0.215, 0.1433, 0.2866, 0.3271, 0.2773, 0.4486, 0.4735, 0.4361, 0.486, 0.4735, 0.4829, 0.3863, 0.4112, 0.3832, 0.4548, 0.4704, 0.4922, 0.4704, 0.5327, 0.4891, 0.4953, 0.4891, 0.5265, 0.4517, 0.5234, 0.5109, 0.4829, 0.4922, 0.4922, 0.5327, 0.5483, 0.5639, 0.6355, 0.6168, 0.6199, 0.6137, 0.6137, 0.676, 0.6231, 0.6698, 0.7009, 0.6044, 0.6542, 0.6667, 1.0374, 1.0249, 1.109, 1.0748, 1.0685, 1.0685, 1.0872, 1.0623, 1.0156, 1.5981, 1.5016, 1.5545, 1.567, 1.5545, 1.648, 1.7508, 1.7321, 1.9844, 1.8723]}
{"unit_id": "quote:1914325479441551865", "ticker_idx": 1, "ts": "2025-04-21T14:28:55+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the first signs of biotech starting to outperform the broader markets (as it should continue to do)", "tweet_type": "analysis", "timeline": "months", "summary": "Strongly bullish LXEO on gene therapy narrative reversal and unjust selloff; expects 200%+ move from lows; also bullish small-cap biotech via XBI.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I still think $LXEO is probably the biotech that is “most emblematic” of the severity of the small cap biotech selloff.  \n\nBut I also think $LXEO will also be emblematic of how powerfully & quickly things can turn around.\n\nThis ~$3 stock was $10 literally 6 months ago (which is also already ~50% downside from 52 week highs!!!) Since then they’ve had nothing but objectively positive news in terms of both clinical data *and* regulatory discussions with the FDA.\n\nIf $LXEO had all that news back when they were trading at $10, they would’ve been able to raise cash at >$10.  \n\nBut, unfortunately they got caught up in the biotech meltdown and got an extra penalty for the (now mostly dead) narrative that Peter Marks leaving the FDA was going to destroy gene therapy companies.\n\nThis now looks almost certainly untrue, but $LXEO’s most important (and *very* positive) dataset came out *right* at the nadir of doom and gloom in the historic biotech meltdown.  The timing couldn’t have been worse, and they were just unluckily crushed for it. \n\nWith the FDA narrative for gene therapies having flipped from ultra bearish to likely even more bullish than before, and the first signs of biotech starting to outperform the broader markets (as it should continue to do) IMO, I think $LXEO keeps moving up substantially.\n\nIt’ll look odd to “outsiders” seeing a stock that moved up 200%+ from lows on “no news”, but I personally think that’s what’ll happen here.  You just have to appreciate the insane magnitude of selloff this stock went through despite repeatedly sharing good news (again - forced selling?).\n\nThe selloff here was just Out. Of. Control.  Emblematic of and someday maybe a good case study for how truly awful things had gotten in small cap biotechs!", "reply_text": null, "parent_text": null, "quoted_text": "At some point likely in the not too distant future I expect small cap biotechs to have a huge rally and outperform the broader markers substantially. \n\n10 year charts for context/perspective:\n\n1️⃣ $SPY up ~160%\n2️⃣ $XLV (large cap pharma) up not quite 100%\n3️⃣ $XBI (small-mid cap https://t.co/7WRtv5cv49", "parent_author": null, "ret_m1d": 0.005562018734836638, "ret_signed_m1d": 0.005562018734836638, "alpha_spy_m1d": -0.018821013201855363, "alpha_c_m1d": -0.018821013201855363, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028208126812445222, "ret_signed_p1d": 0.028208126812445222, "alpha_spy_p1d": 0.0021903052812919377, "alpha_c_p1d": 0.0021903052812919377, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.0776056111213197, "ret_signed_p1w": 0.0776056111213197, "alpha_spy_p1w": 0.005662643875225859, "alpha_c_p1w": 0.005662643875225859, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.07800283298184718, "ret_signed_p1m": 0.07800283298184718, "alpha_spy_p1m": -0.07567106244666189, "alpha_c_p1m": -0.07567106244666189, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.14868723093466896, "ret_signed_p3m": 0.14868723093466896, "alpha_spy_p3m": -0.07867938535619667, "alpha_c_p3m": -0.07867938535619667, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.4595481710351945, "ret_signed_p6m": 0.4595481710351945, "alpha_spy_p6m": 0.1457176499241808, "alpha_c_p6m": 0.1457176499241808, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 0.8251209716511165, "ret_signed_p1y": 0.8251209716511165, "alpha_spy_p1y": 0.4252550863061988, "alpha_c_p1y": 0.4252550863061988, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07800283298184718, "alpha_spy_stated": -0.07567106244666189, "alpha_c_stated": -0.07567106244666189, "price_path": [0.1649, 0.1986, 0.2079, 0.2313, 0.2244, 0.2264, 0.2339, 0.226, 0.2387, 0.2272, 0.2106, 0.2259, 0.2541, 0.2365, 0.2082, 0.1963, 0.1792, 0.1914, 0.202, 0.2105, 0.2094, 0.2253, 0.2278, 0.2143, 0.1933, 0.1745, 0.1687, 0.1534, 0.1747, 0.1336, 0.1406, 0.163, 0.1529, 0.1561, 0.142, 0.1411, 0.1541, 0.1385, 0.1538, 0.1692, 0.1411, 0.1582, 0.1467, 0.1537, 0.1763, 0.1532, 0.1267, 0.1327, 0.1177, 0.074, 0.0351, 0.0673, 0.0348, -0.0245, -0.0334, -0.0756, -0.0083, -0.0516, -0.0156, 0.0136, 0.0136, -0.005, 0.0056, 0.0, 0.0282, 0.0475, 0.0712, 0.0628, 0.0776, 0.0844, 0.0985, 0.0926, 0.1058, 0.0946, 0.022, 0.0244, 0.0335, 0.0117, 0.0522, 0.027, 0.0114, 0.0274, 0.0465, 0.0558, 0.078, 0.0506, 0.0495, 0.0467, 0.0502, 0.0432, 0.0656, 0.0487, 0.0759, 0.0905, 0.0923, 0.0934, 0.1159, 0.116, 0.1294, 0.1173, 0.1172, 0.1071, 0.1041, 0.0873, 0.0947, 0.091, 0.0896, 0.1101, 0.1029, 0.1083, 0.0994, 0.0984, 0.1003, 0.123, 0.129, 0.107, 0.1219, 0.1638, 0.1705, 0.1525, 0.1691, 0.1378, 0.1631, 0.1671, 0.1426, 0.1373, 0.1487, 0.1684, 0.1588, 0.1603, 0.1466, 0.1369, 0.1422, 0.1345, 0.1381, 0.1499, 0.1503, 0.1407, 0.13, 0.1315, 0.1279, 0.1512, 0.1856, 0.1863, 0.201, 0.1948, 0.1761, 0.1817, 0.1909, 0.2042, 0.176, 0.1907, 0.1958, 0.1958, 0.19, 0.2301, 0.2403, 0.238, 0.2644, 0.2507, 0.258, 0.2436, 0.2675, 0.2466, 0.2374, 0.2415, 0.2419, 0.2805, 0.2662, 0.289, 0.282, 0.2909, 0.27, 0.2977, 0.3169, 0.3275, 0.3432, 0.3591, 0.3725, 0.373, 0.3736, 0.3969, 0.4112, 0.3909, 0.3946, 0.3926, 0.4357, 0.4296, 0.4282, 0.4595]}
{"unit_id": "reply:1929339174991302726", "ticker_idx": 0, "ts": "2025-06-02T00:47:59+00:00", "symbol": "CRISPR therapeutics", "kind": "sector", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I've been publicly bearish on the whole lot for years, despite being impressed by what they've been able to accomplish scientifically", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long-standing bearish stance on the entire CRISPR therapeutic field due to poor target selection; specifically mentions BEAM and CRSP.", "resolved_tickers": ["CRSP", "NTLA", "BEAM", "EDIT"], "resolution_method": "basket", "resolution_reason": "CRISPR gene-editing sector basket; removed VERV (failed verification)", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I’m not super interested in broadening this argument to 6+ companies, but the crispr field, by and large, has been plagued by poor target selection.   I’ve been publicly bearish on the whole lot for years, despite being impressed by what they’ve been able to accomplish scientifically.", "reply_text": null, "parent_text": "@A_May_MD Fine.\n\n$BEAM was down 90%. What was the bad data? Superior SCD. First actual gene correction in history. $CRSP almost down as much. $EDIT, $VERV, and $PRME I understand. You don't think that CRISPR is being especially hit hard? Nobel in 2020, NTLA '21 data created a unique bubble", "quoted_text": null, "parent_author": "VEGA_n1", "ret_m1d": -0.027212326498206485, "ret_signed_m1d": 0.027212326498206485, "alpha_spy_m1d": 0.02161085284939057, "alpha_c_m1d": 0.026609438557311016, "bench_spy_m1d": -0.005601473648815913, "bench_c_m1d": -0.000602887940895469, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.043597286697783844, "ret_signed_p1d": -0.043597286697783844, "alpha_spy_p1d": -0.03789472942837824, "alpha_c_p1d": -0.041261681027688235, "bench_spy_p1d": 0.005702557269405606, "bench_c_p1d": 0.0023356056700956085, "ret_p1w": 0.12705614871379833, "ret_signed_p1w": -0.12705614871379833, "alpha_spy_p1w": -0.11529682380201145, "alpha_c_p1w": -0.11628163313343964, "bench_spy_p1w": 0.011759324911786884, "bench_c_p1w": 0.01077451558035869, "ret_p1m": 0.392806367071207, "ret_signed_p1m": -0.392806367071207, "alpha_spy_p1m": -0.34290980025942397, "alpha_c_p1m": -0.36804618529206734, "bench_spy_p1m": 0.049896566811783005, "bench_c_p1m": 0.024760181779139634, "ret_p3m": 0.3550600098051902, "ret_signed_p3m": -0.3550600098051902, "alpha_spy_p3m": -0.27162498370410454, "alpha_c_p3m": -0.31364446355793946, "bench_spy_p3m": 0.08343502610108566, "bench_c_p3m": 0.041415546247250745, "ret_p6m": 0.3276646366832025, "ret_signed_p6m": -0.3276646366832025, "alpha_spy_p6m": -0.17335203140951955, "alpha_c_p6m": -0.14664542606619618, "bench_spy_p6m": 0.15431260527368296, "bench_c_p6m": 0.18101921061700632, "ret_p1y": 0.6559325601733242, "ret_signed_p1y": -0.6559325601733242, "alpha_spy_p1y": -0.36881706691553917, "alpha_c_p1y": -0.5243665435342256, "bench_spy_p1y": 0.28711549325778507, "bench_c_p1y": 0.13156601663909862, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.392806367071207, "alpha_spy_stated": -0.34290980025942397, "alpha_c_stated": -0.36804618529206734, "price_path": [0.2537, 0.2684, 0.3163, 0.3109, 0.3521, 0.2406, 0.2269, 0.2668, 0.1865, 0.1845, 0.202, 0.1326, 0.1699, 0.129, 0.138, 0.1805, 0.1236, 0.0729, 0.0769, 0.0516, -0.0561, -0.1115, -0.0618, -0.1261, -0.1663, -0.1751, -0.2062, -0.1015, -0.1491, -0.0529, -0.0266, -0.022, -0.0688, -0.0487, 0.0019, 0.0713, 0.0704, 0.0891, 0.068, 0.0813, 0.0626, 0.1121, 0.092, 0.1116, 0.0728, -0.0877, -0.0753, -0.0037, -0.0018, 0.052, 0.0329, -0.0229, -0.009, 0.0486, 0.0611, 0.1089, 0.0493, 0.0793, 0.048, 0.0758, 0.1139, 0.0195, -0.0272, 0.0, 0.0436, 0.0471, 0.0424, 0.1223, 0.1271, 0.1621, 0.1361, 0.1481, 0.1117, 0.1559, 0.1864, 0.2301, 0.193, 0.1851, 0.2333, 0.2244, 0.2156, 0.2366, 0.23, 0.2617, 0.3928, 0.4, 0.3592, 0.4766, 0.5964, 0.5962, 0.5206, 0.5284, 0.4484, 0.5017, 0.4872, 0.572, 0.6527, 0.7243, 0.7891, 0.6771, 0.6932, 0.6288, 0.5093, 0.4879, 0.4459, 0.4161, 0.4832, 0.4364, 0.4181, 0.4062, 0.3331, 0.3257, 0.3459, 0.4775, 0.4689, 0.491, 0.4139, 0.3497, 0.3407, 0.3437, 0.3873, 0.4016, 0.4105, 0.3984, 0.3984, 0.3628, 0.3551, 0.4101, 0.4048, 0.5045, 0.4814, 0.4824, 0.4133, 0.4924, 0.4774, 0.501, 0.5959, 0.5638, 0.7997, 0.7413, 0.8235, 0.799, 0.8734, 0.8008, 0.7991, 0.8886, 0.9064, 0.9767, 1.151, 1.1065, 1.1286, 1.1346, 1.377, 1.4025, 1.2824, 1.1865, 1.2035, 1.3846, 1.2903, 1.2657, 1.535, 1.4406, 1.24, 1.3097, 1.3085, 0.8329, 0.7775, 0.6932, 0.6343, 0.6948, 0.6823, 0.5514, 0.6083, 0.5506, 0.3972, 0.3993, 0.4518, 0.4035, 0.3418, 0.3618, 0.3748, 0.366, 0.3108, 0.2812, 0.3113, 0.3561, 0.3798, 0.3836, 0.4072, 0.3277]}
{"unit_id": "reply:1929339174991302726", "ticker_idx": 1, "ts": "2025-06-02T00:47:59+00:00", "symbol": "BEAM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the crispr field, by and large, has been plagued by poor target selection", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long-standing bearish stance on the entire CRISPR therapeutic field due to poor target selection; specifically mentions BEAM and CRSP.", "resolved_tickers": ["BEAM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I’m not super interested in broadening this argument to 6+ companies, but the crispr field, by and large, has been plagued by poor target selection.   I’ve been publicly bearish on the whole lot for years, despite being impressed by what they’ve been able to accomplish scientifically.", "reply_text": null, "parent_text": "@A_May_MD Fine.\n\n$BEAM was down 90%. What was the bad data? Superior SCD. First actual gene correction in history. $CRSP almost down as much. $EDIT, $VERV, and $PRME I understand. You don't think that CRISPR is being especially hit hard? Nobel in 2020, NTLA '21 data created a unique bubble", "quoted_text": null, "parent_author": "VEGA_n1", "ret_m1d": -0.02223598508191882, "ret_signed_m1d": 0.02223598508191882, "alpha_spy_m1d": 0.016634511433102905, "alpha_c_m1d": 0.02163309714102335, "bench_spy_m1d": -0.005601473648815913, "bench_c_m1d": -0.000602887940895469, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0426188143266264, "ret_signed_p1d": -0.0426188143266264, "alpha_spy_p1d": -0.03691625705722079, "alpha_c_p1d": -0.04028320865653079, "bench_spy_p1d": 0.005702557269405606, "bench_c_p1d": 0.0023356056700956085, "ret_p1w": 0.1222976823299764, "ret_signed_p1w": -0.1222976823299764, "alpha_spy_p1w": -0.11053835741818951, "alpha_c_p1w": -0.11152316674961771, "bench_spy_p1w": 0.011759324911786884, "bench_c_p1w": 0.01077451558035869, "ret_p1m": 0.22791837584851393, "ret_signed_p1m": -0.22791837584851393, "alpha_spy_p1m": -0.17802180903673093, "alpha_c_p1m": -0.2031581940693743, "bench_spy_p1m": 0.049896566811783005, "bench_c_p1m": 0.024760181779139634, "ret_p3m": 0.007411916487114034, "ret_signed_p3m": -0.007411916487114034, "alpha_spy_p3m": 0.07602310961397163, "alpha_c_p3m": 0.03400362976013671, "bench_spy_p3m": 0.08343502610108566, "bench_c_p3m": 0.041415546247250745, "ret_p6m": 0.485484771076349, "ret_signed_p6m": -0.485484771076349, "alpha_spy_p6m": -0.33117216580266606, "alpha_c_p6m": -0.3044655604593427, "bench_spy_p6m": 0.15431260527368296, "bench_c_p6m": 0.18101921061700632, "ret_p1y": 0.8252006338664759, "ret_signed_p1y": -0.8252006338664759, "alpha_spy_p1y": -0.5380851406086908, "alpha_c_p1y": -0.6936346172273773, "bench_spy_p1y": 0.28711549325778507, "bench_c_p1y": 0.13156601663909862, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22791837584851393, "alpha_spy_stated": -0.17802180903673093, "alpha_c_stated": -0.2031581940693743, "price_path": [0.5503, 0.6331, 0.6127, 0.6831, 0.7591, 0.5868, 0.6316, 0.6936, 0.5479, 0.4966, 0.5145, 0.3953, 0.4602, 0.4126, 0.4392, 0.483, 0.4342, 0.3533, 0.3706, 0.3718, 0.2063, 0.0893, 0.1414, 0.0167, -0.0568, -0.055, -0.1019, 0.0111, -0.0964, -0.0445, 0.05, 0.0673, 0.0266, 0.05, 0.1266, 0.1816, 0.2273, 0.2458, 0.2057, 0.223, 0.2174, 0.231, 0.2248, 0.2502, 0.2242, -0.0124, 0.0022, 0.0655, 0.0754, 0.1266, 0.1149, 0.0649, 0.0655, 0.105, 0.0905, 0.0964, 0.0636, 0.0649, 0.0395, 0.0519, 0.0426, 0.008, -0.0222, 0.0, 0.0426, 0.0593, 0.05, 0.1473, 0.1223, 0.1167, 0.105, 0.0772, 0.0537, 0.0266, 0.0296, 0.0494, 0.0352, 0.0321, 0.0593, 0.0352, 0.0587, 0.0377, 0.0506, 0.0828, 0.2279, 0.2359, 0.1847, 0.2539, 0.3255, 0.3607, 0.307, 0.3076, 0.2094, 0.2397, 0.2631, 0.2817, 0.2989, 0.3305, 0.3687, 0.294, 0.3416, 0.2866, 0.231, 0.2446, 0.2174, 0.1631, 0.181, 0.155, 0.1303, 0.1032, 0.0883, 0.0602, 0.0414, 0.0821, 0.0889, 0.1007, 0.0562, 0.0099, -0.008, -0.0111, 0.0278, 0.0154, 0.0278, 0.0414, 0.0408, 0.0105, 0.0074, 0.1587, 0.1452, 0.2897, 0.2316, 0.2579, 0.2279, 0.3311, 0.2724, 0.3144, 0.4151, 0.3867, 0.5503, 0.5022, 0.5077, 0.4657, 0.4571, 0.4262, 0.4188, 0.4768, 0.4991, 0.4904, 0.5806, 0.5905, 0.5991, 0.5522, 0.6677, 0.7214, 0.6257, 0.5683, 0.5701, 0.6794, 0.593, 0.6047, 0.8913, 0.8462, 0.7097, 0.7418, 0.727, 0.651, 0.6325, 0.53, 0.47, 0.5448, 0.4978, 0.4046, 0.425, 0.4299, 0.3718, 0.3372, 0.3885, 0.3508, 0.3379, 0.3416, 0.3601, 0.3539, 0.2959, 0.2724, 0.3718, 0.4589, 0.525, 0.546, 0.5645, 0.4855]}
{"unit_id": "thread:1938239477811728709", "ticker_idx": 0, "ts": "2025-06-26T14:14:36+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I hope the value of the stock better represents (what is in my opinion) the value of the company soon", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long NKTR; believes stock is undervalued vs intrinsic value and hopes price will close the gap.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@Sanctuary_Bio @BiotechSho99376 You’re both right.  I hope they do raise soon, but I also hope the value of the stock better represents (what is in my opinion) the value of the company soon!\n\n---\n\nOne other thing I’d add is that actually $NKTR past in deal making is actually strong imo.  I know they have the value destruction reputation, but the deal they got from $BMY for bempeg was massive and the terms were actually quite good.  All that for a drug that didn’t even work too, and this one does! \n\nThey’d never have the opportunity to destroy so much value (quote unquote) if they hadn’t gotten such a massive chunk of cash from that deal in the first place.\n\nTheir history of monetizing royalty streams is also solid. \n\nI am hopeful that they’ll remain as capable as they’ve historically been in this aspect!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01886790634044322, "ret_signed_m1d": -0.01886790634044322, "alpha_spy_m1d": -0.011104833417824977, "alpha_c_m1d": -0.016483694308527475, "bench_spy_m1d": -0.0077630729226182416, "bench_c_m1d": -0.0023842120319157445, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13207547291063715, "ret_signed_p1d": -0.13207547291063715, "alpha_spy_p1d": -0.1370438960610968, "alpha_c_p1d": -0.12991479155321062, "bench_spy_p1d": 0.004968423150459644, "bench_c_p1d": -0.0021606813574265304, "ret_p1w": -0.16576819493616934, "ret_signed_p1w": -0.16576819493616934, "alpha_spy_p1w": -0.18778268064002646, "alpha_c_p1w": -0.17530469757592737, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.009536502639758027, "ret_p1m": -0.20316713694891575, "ret_signed_p1m": -0.20316713694891575, "alpha_spy_p1m": -0.24413983523072413, "alpha_c_p1m": -0.21113904002988482, "bench_spy_p1m": 0.040972698281808384, "bench_c_p1m": 0.007971903080969067, "ret_p3m": 0.8739891630723942, "ret_signed_p3m": 0.8739891630723942, "alpha_spy_p3m": 0.795533926939163, "alpha_c_p3m": 0.8700895259268244, "bench_spy_p3m": 0.07845523613323113, "bench_c_p3m": 0.0038996371455697343, "ret_p6m": 0.4804581595319748, "ret_signed_p6m": 0.4804581595319748, "alpha_spy_p6m": 0.3456751329370633, "alpha_c_p6m": 0.3094031822719887, "bench_spy_p6m": 0.13478302659491148, "bench_c_p6m": 0.17105497725998609, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20316713694891575, "alpha_spy_stated": -0.24413983523072413, "alpha_c_stated": -0.21113904002988482, "price_path": [-0.5957, -0.6159, -0.626, -0.6563, -0.6765, -0.6664, -0.6968, -0.722, -0.7524, -0.7524, -0.7423, -0.7473, -0.6867, -0.6968, -0.6765, -0.6917, -0.6765, -0.6816, -0.6664, -0.6513, -0.626, -0.6058, -0.6159, -0.626, -0.5957, -0.6058, -0.621, -0.6513, -0.6765, -0.6917, -0.6867, -0.7018, -0.6412, -0.6412, -0.6361, -0.6563, -0.6513, -0.6462, -0.6513, -0.6816, -0.6664, -0.6715, -0.6614, -0.6462, -0.626, -0.6361, -0.5957, -0.621, -0.621, -0.6614, -0.6614, -0.7038, -0.6176, -0.6782, -0.7049, -0.7106, -0.6883, -0.7059, -0.7099, -0.7133, -0.6786, -0.1762, -0.0189, 0.0, -0.1321, -0.1294, -0.1715, -0.1398, -0.1658, -0.2092, -0.2342, -0.2129, -0.1543, -0.1573, -0.1776, -0.1981, -0.1867, -0.1014, -0.1597, -0.1648, -0.1752, -0.1577, -0.1718, -0.1577, -0.2032, -0.2281, -0.2564, -0.2695, -0.2264, -0.216, -0.2399, -0.2436, -0.2672, -0.223, -0.2429, -0.2049, -0.1334, -0.1007, -0.0815, -0.0758, -0.0997, -0.092, -0.0566, -0.0893, -0.0856, -0.0303, -0.0135, -0.0115, 0.0061, -0.0199, -0.0381, 0.2123, 0.3538, 0.4936, 0.6365, 0.6233, 0.5903, 0.6402, 0.6513, 0.6809, 0.7207, 0.9798, 0.8578, 0.9842, 1.0081, 1.0327, 0.874, 0.971, 0.9852, 0.9171, 0.9828, 1.0384, 1.0401, 1.0192, 0.9542, 0.9057, 0.8747, 0.8309, 0.934, 0.9232, 0.9168, 0.8518, 0.9464, 1.1223, 1.0007, 1.0815, 1.1442, 1.0249, 1.1082, 1.0526, 1.0091, 1.1159, 1.1877, 1.0189, 0.8875, 0.8282, 0.8571, 0.8858, 0.9532, 0.9966, 0.9431, 0.8177, 0.9097, 1.0074, 0.9936, 1.0334, 0.8568, 0.8288, 0.9757, 1.0334, 1.2133, 1.1971, 1.059, 0.848, 0.9249, 0.9437, 0.9171, 0.9299, 0.9805, 0.9454, 0.7224, 0.843, 0.7958, 0.6563, 0.5307, 0.4825, 0.5782, 0.465, 0.498, 0.4805]}
{"unit_id": "orig:1940110374843404373", "ticker_idx": 0, "ts": "2025-07-01T18:08:53+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The 'peptide upside' narrative is 100% made up bullshit being fed to gullible investors. Hims can copy Sema for as long as that lasts, but that's as far as it goes.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: peptide upside narrative is fabricated, illegal to sell for human use, and biotech pivot is implausible — growth story ends with Sema compounding.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "I keep seeing $HIMS longs talking about upside coming from peptides.  Most of you clearly have no idea that the peptides most people are talking about are literally illegal to sell for human consumption.\n\nAnd I’m sorry, but pitching $HIMS becoming a biotech company that actually runs clinical trials to get peptides FDA approved is suicidally stupid.  Go ahead and ask biotech investors how the market is looking for companies studying investigational drugs these days. \n\nYou want to be treated like a biotech?  Prepare to trade below cash.  This is not a welcoming market.  There’s zero chance $HIMS does this. \n\nThe “peptide upside” narrative is 100% made up bullshit being fed to gullible investors.  Hims can copy Sema for as long as that lasts, but that’s as far as it goes.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03940782789256425, "ret_signed_m1d": -0.03940782789256425, "alpha_spy_m1d": -0.039084008935037495, "alpha_c_m1d": -0.039084008935037495, "bench_spy_m1d": 0.0003238189575267558, "bench_c_m1d": 0.0003238189575267558, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010425354661065422, "ret_signed_p1d": 0.010425354661065422, "alpha_spy_p1d": 0.014958620239869602, "alpha_c_p1d": 0.014958620239869602, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": 0.00453326557880418, "ret_p1w": 0.0683903806632069, "ret_signed_p1w": -0.0683903806632069, "alpha_spy_p1w": -0.058012387723279435, "alpha_c_p1w": -0.058012387723279435, "bench_spy_p1w": 0.010377992939927472, "bench_c_p1w": 0.010377992939927472, "ret_p1m": 0.37989994930174964, "ret_signed_p1m": -0.37989994930174964, "alpha_spy_p1m": -0.35653722580946856, "alpha_c_p1m": -0.35653722580946856, "bench_spy_p1m": 0.02336272349228108, "bench_c_p1m": 0.02336272349228108, "ret_p3m": 0.1826522582037866, "ret_signed_p3m": -0.1826522582037866, "alpha_spy_p3m": -0.10109004604771687, "alpha_c_p3m": -0.10109004604771687, "bench_spy_p3m": 0.08156221215606974, "bench_c_p3m": 0.08156221215606974, "ret_p6m": -0.3110925449074029, "ret_signed_p6m": 0.3110925449074029, "alpha_spy_p6m": 0.4297687458326198, "alpha_c_p6m": 0.4297687458326198, "bench_spy_p6m": 0.11867620092521691, "bench_c_p6m": 0.11867620092521691, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.37989994930174964, "alpha_spy_stated": -0.35653722580946856, "alpha_c_stated": -0.35653722580946856, "price_path": [-0.3839, -0.3526, -0.349, -0.4164, -0.4581, -0.421, -0.4558, -0.3851, -0.441, -0.4322, -0.4097, -0.3857, -0.4381, -0.4322, -0.4612, -0.4714, -0.4431, -0.4133, -0.4143, -0.4062, -0.2694, -0.3098, -0.246, -0.1489, -0.1268, 0.0315, 0.0915, 0.0717, 0.0834, 0.1512, 0.3344, 0.2744, 0.2214, 0.348, 0.2998, 0.2763, 0.2093, 0.1159, 0.1432, 0.1126, 0.1122, 0.0926, 0.1793, 0.1837, 0.1412, 0.1178, 0.1003, 0.1745, 0.1856, 0.152, 0.2002, 0.1916, 0.1568, 0.2465, 0.2352, 0.2734, 0.339, -0.1247, -0.1045, -0.1366, -0.035, 0.0302, 0.0394, 0.0, -0.0104, 0.0004, 0.0096, 0.0209, 0.0684, 0.0482, -0.0015, 0.0849, 0.0521, 0.0811, 0.0423, 0.0505, -0.0075, 0.0427, 0.2098, 0.1952, 0.202, 0.2235, 0.2567, 0.3663, 0.3799, 0.3042, 0.3209, 0.1576, 0.0661, 0.0644, 0.083, 0.0421, 0.0, 0.0077, -0.0173, -0.0405, -0.0596, -0.1205, -0.0955, -0.0834, -0.0707, -0.1036, -0.0544, -0.0824, -0.0801, -0.117, -0.1341, -0.073, 0.0031, 0.0094, 0.035, -0.0035, -0.0038, 0.0792, 0.1572, 0.1251, 0.0611, 0.0498, 0.1718, 0.2056, 0.2031, 0.1676, 0.1103, 0.1441, 0.2177, 0.2327, 0.1827, 0.1741, 0.2066, 0.0955, 0.1418, 0.2087, 0.2129, 0.2146, 0.1249, 0.1412, 0.1264, 0.3086, 0.2333, 0.0379, 0.0709, 0.0292, -0.0104, 0.0111, 0.0171, 0.0056, -0.0175, -0.0277, -0.0813, -0.0521, -0.0744, -0.1078, -0.0882, -0.1343, -0.1445, -0.1441, -0.1712, -0.1864, -0.2483, -0.2289, -0.2581, -0.244, -0.2529, -0.299, -0.2763, -0.2123, -0.2266, -0.1993, -0.171, -0.2179, -0.2429, -0.2271, -0.1656, -0.1827, -0.1843, -0.1697, -0.2102, -0.2125, -0.2241, -0.2442, -0.2314, -0.2709, -0.275, -0.2585, -0.2692, -0.2744, -0.2771, -0.2846, -0.289, -0.3111]}
{"unit_id": "thread:1952793304828944597", "ticker_idx": 0, "ts": "2025-08-05T18:06:19+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is not down enough", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS: NVO legal action against compounded semaglutide personalization is a material threat; stock not down enough yet.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$HIMS\n\n“NOVO NORDISK EXPANDS LEGAL ACTION TO PROTECT US PATIENTS FROM UNSAFE, NON-FDA-APPROVED COMPOUNDED SEMAGLUTIDE” https://t.co/3Y8ArQKsfd\n\n---\n\n$NVO literally going after the $HIMS popularized personalization scam.  \n\nIt’s finally happening.  $HIMS is not down enough.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.14103022247476416, "ret_signed_m1d": -0.14103022247476416, "alpha_spy_m1d": -0.13593446099578843, "alpha_c_m1d": -0.13593446099578843, "bench_spy_m1d": 0.005095761478975724, "bench_c_m1d": 0.005095761478975724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07907059354201718, "ret_signed_p1d": 0.07907059354201718, "alpha_spy_p1d": 0.08673025398706058, "alpha_c_p1d": 0.08673025398706058, "bench_spy_p1d": 0.007659660445043404, "bench_c_p1d": 0.007659660445043404, "ret_p1w": -0.13616717058643069, "ret_signed_p1w": 0.13616717058643069, "alpha_spy_p1w": 0.15960792889517328, "alpha_c_p1w": 0.15960792889517328, "bench_spy_p1w": 0.023440758308742593, "bench_c_p1w": 0.023440758308742593, "ret_p1m": -0.13346541401866874, "ret_signed_p1m": 0.13346541401866874, "alpha_spy_p1m": 0.16714525860845864, "alpha_c_p1m": 0.16714525860845864, "bench_spy_p1m": 0.0336798445897899, "bench_c_p1m": 0.0336798445897899, "ret_p3m": -0.2004683172973365, "ret_signed_p3m": 0.2004683172973365, "alpha_spy_p3m": 0.2916582140613402, "alpha_c_p3m": 0.2916582140613402, "bench_spy_p3m": 0.09118989676400369, "bench_c_p3m": 0.09118989676400369, "ret_p6m": -0.5605187424828582, "ret_signed_p6m": 0.5605187424828582, "alpha_spy_p6m": 0.65949752648916, "alpha_c_p6m": 0.65949752648916, "bench_spy_p6m": 0.09897878400630189, "bench_c_p6m": 0.09897878400630189, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13346541401866874, "alpha_spy_stated": 0.16714525860845864, "alpha_c_stated": 0.16714525860845864, "price_path": [-0.2457, -0.109, -0.0571, -0.0742, -0.0641, -0.0056, 0.1527, 0.1009, 0.0551, 0.1644, 0.1228, 0.1025, 0.0447, -0.036, -0.0124, -0.0389, -0.0393, -0.0562, 0.0187, 0.0225, -0.0142, -0.0344, -0.0495, 0.0146, 0.0241, -0.0049, 0.0367, 0.0294, -0.0007, 0.0767, 0.067, 0.1, 0.1567, -0.2439, -0.2264, -0.2541, -0.1664, -0.1101, -0.1021, -0.1362, -0.1452, -0.1358, -0.1279, -0.1182, -0.0771, -0.0946, -0.1374, -0.0629, -0.0911, -0.0661, -0.0996, -0.0926, -0.1427, -0.0992, 0.045, 0.0324, 0.0384, 0.0569, 0.0856, 0.1803, 0.192, 0.1266, 0.141, 0.0, -0.0791, -0.0805, -0.0645, -0.0998, -0.1362, -0.1295, -0.1511, -0.1711, -0.1877, -0.2403, -0.2187, -0.2082, -0.1972, -0.2257, -0.1832, -0.2073, -0.2053, -0.2372, -0.252, -0.1992, -0.1335, -0.1281, -0.1059, -0.1392, -0.1394, -0.0677, -0.0004, -0.0281, -0.0834, -0.0931, 0.0122, 0.0414, 0.0393, 0.0086, -0.0409, -0.0117, 0.0519, 0.0648, 0.0216, 0.0142, 0.0423, -0.0537, -0.0137, 0.0441, 0.0477, 0.0492, -0.0283, -0.0142, -0.027, 0.1304, 0.0654, -0.1034, -0.0749, -0.111, -0.1452, -0.1266, -0.1214, -0.1313, -0.1513, -0.1601, -0.2064, -0.1812, -0.2005, -0.2293, -0.2124, -0.2522, -0.261, -0.2606, -0.284, -0.2972, -0.3507, -0.3339, -0.3591, -0.3469, -0.3546, -0.3945, -0.3748, -0.3195, -0.332, -0.3084, -0.2839, -0.3244, -0.346, -0.3323, -0.2792, -0.2939, -0.2954, -0.2828, -0.3177, -0.3197, -0.3298, -0.3471, -0.3361, -0.3701, -0.3737, -0.3595, -0.3687, -0.3732, -0.3755, -0.382, -0.3858, -0.4049, -0.4152, -0.3982, -0.3748, -0.3613, -0.3613, -0.3899, -0.4292, -0.4175, -0.42, -0.4359, -0.4375, -0.4348, -0.4512, -0.4796, -0.4503, -0.4665, -0.4546, -0.4654, -0.4836, -0.462, -0.5121, -0.5238, -0.54, -0.5605]}
{"unit_id": "reply:1930994039144296892", "ticker_idx": 0, "ts": "2025-06-06T14:23:49+00:00", "symbol": "SRPT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This was an obvious dip buy, like I've said since the day the news crashed the market", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Reiterates SRPT is a dip buy; FDA gene therapy session supportive, Prasad concerns overblown.", "resolved_tickers": ["SRPT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NoToAI_ It’s consistent with what he has been on record saying for years actually.  Numerous podcasts, publications, etc.  everybody focussed on the most extreme statements re $SRPT.  This was an obvious dip buy, like I’ve said since the day the news crashed the market.", "reply_text": null, "parent_text": "@A_May_MD The FDA gene therapy session was very supportive of rare disease.   Prasad effect is way overblown.", "quoted_text": null, "parent_author": "NoToAI_", "ret_m1d": -0.0883515318613266, "ret_signed_m1d": -0.0883515318613266, "alpha_spy_m1d": -0.07818698424640136, "alpha_c_m1d": -0.07890076220933229, "bench_spy_m1d": -0.010164547614925246, "bench_c_m1d": -0.009450769651994317, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0767263279665924, "ret_signed_p1d": -0.0767263279665924, "alpha_spy_p1d": -0.07762755683616374, "alpha_c_p1d": -0.07501489866308098, "bench_spy_p1d": 0.0009012288695713355, "bench_c_p1d": -0.0017114293035114247, "ret_p1w": -0.1588002390815706, "ret_signed_p1w": -0.1588002390815706, "alpha_spy_p1w": -0.15522858766747594, "alpha_c_p1w": -0.17182318977846833, "bench_spy_p1w": -0.0035716514140946565, "bench_c_p1w": 0.01302295069689774, "ret_p1m": -0.5496395816054775, "ret_signed_p1m": -0.5496395816054775, "alpha_spy_p1m": -0.5943118768548319, "alpha_c_p1m": -0.5627130384210701, "bench_spy_p1m": 0.044672295249354343, "bench_c_p1m": 0.013073456815592577, "ret_p3m": -0.5907928140360288, "ret_signed_p3m": -0.5907928140360288, "alpha_spy_p3m": -0.6769299016494417, "alpha_c_p3m": -0.6215123228160611, "bench_spy_p3m": 0.08613708761341288, "bench_c_p3m": 0.030719508780032267, "ret_p6m": -0.48244591728483655, "ret_signed_p6m": -0.48244591728483655, "alpha_spy_p6m": -0.6334686942846164, "alpha_c_p6m": -0.6336281823097423, "bench_spy_p6m": 0.15102277699977984, "bench_c_p6m": 0.15118226502490573, "ret_p1y": -0.6305510122429525, "ret_signed_p1y": -0.6305510122429525, "alpha_spy_p1y": -0.8748333121658047, "alpha_c_p1y": -0.8013105815055066, "bench_spy_p1y": 0.24428229992285222, "bench_c_p1y": 0.1707595692625541, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5496395816054775, "alpha_spy_stated": -0.5943118768548319, "alpha_c_stated": -0.5627130384210701, "price_path": [1.3955, 1.3178, 1.3415, 1.3197, 1.2871, 1.2597, 1.3564, 0.7098, 0.8593, 0.7077, 0.7229, 0.7747, 0.7115, 0.6945, 0.6696, 0.6371, 0.4838, 0.4394, 0.4525, 0.3627, 0.2655, 0.2183, 0.1462, 0.2939, 0.1697, 0.1865, 0.2702, 0.2653, 0.2541, 0.2506, 0.2841, 0.379, 0.3832, 0.4359, 0.4053, 0.4301, 0.4148, 0.4508, 0.4597, 0.4766, 0.4801, 0.087, -0.1462, -0.1509, -0.1567, -0.1544, -0.1583, -0.169, -0.18, -0.153, -0.1179, -0.0702, -0.0688, -0.0981, -0.1188, -0.1083, -0.1344, -0.1023, -0.1258, -0.1225, -0.0963, -0.0807, -0.0884, 0.0, -0.0767, -0.0916, -0.1209, -0.1325, -0.1588, -0.5131, -0.4987, -0.5171, -0.5331, -0.5613, -0.5587, -0.594, -0.5994, -0.6022, -0.6024, -0.5882, -0.5768, -0.5759, -0.5973, -0.5575, -0.5496, -0.5566, -0.5775, -0.5529, -0.5766, -0.5727, -0.4892, -0.6726, -0.6903, -0.6833, -0.6903, -0.7005, -0.7226, -0.6777, -0.6319, -0.6106, -0.6182, -0.6301, -0.6024, -0.6106, -0.6219, -0.5824, -0.5761, -0.5829, -0.5629, -0.5257, -0.528, -0.4929, -0.512, -0.5308, -0.5215, -0.5336, -0.5299, -0.5801, -0.5754, -0.5799, -0.5736, -0.5768, -0.5778, -0.5594, -0.5708, -0.565, -0.5908, -0.5899, -0.5996, -0.5836, -0.5957, -0.5938, -0.5792, -0.6036, -0.5694, -0.5947, -0.5664, -0.5831, -0.5754, -0.588, -0.5731, -0.5624, -0.552, -0.5508, -0.4804, -0.4736, -0.4592, -0.4625, -0.4564, -0.4622, -0.4859, -0.4894, -0.5017, -0.4838, -0.4573, -0.4766, -0.4641, -0.4571, -0.4776, -0.491, -0.4697, -0.4536, -0.4369, -0.4548, -0.4594, -0.4418, -0.4315, -0.6233, -0.5659, -0.5899, -0.5901, -0.5985, -0.582, -0.5815, -0.5857, -0.5627, -0.5922, -0.5945, -0.6189, -0.6168, -0.5887, -0.5603, -0.5501, -0.5129, -0.5038, -0.5415, -0.5241, -0.4922, -0.4694, -0.4824]}
{"unit_id": "orig:1935319479711322350", "ticker_idx": 0, "ts": "2025-06-18T12:51:35+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "In the $30s I still think it is undervalued on SMA alone", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SRRK in the $30s; views it as undervalued on SMA opportunity alone, with positive weight loss/muscle data adding upside.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$SRRK weight loss/muscle preservation data look good IMO.  People I know have been watching for this to be a “sell the news” event to buy more for SMA oppty.  Not sure any significant “sell the news” reaction happens from these data.\n\nVery slightly less weight loss (1.1% delta) on the combo arm is fine.  $REGN saw slightly *more* WL with their combo but there are major caveats here.  $SRRK was combining with TZP whereas $REGN was with sema.  TZP weight loss is significantly more than sema’s at 24 weeks, so any combo with TZP is going to take longer to show greater weight loss than a sema combo IMO.  On top of that, $SRRK’s study was 2 weeks shorter than $REGN’s.\n\n$SRRK preserved more lean mass and lost a great proportion of weight (again, TZP caveat).\n\nUltimately in 1 year+ studies I think these myostatin regimens are going to show increased weight loss overall, on top of much larger fat loss and more muscle retention.  How could that *not* lead to better cardiometabolic outcomes long term? \n\nMyostatin is the way to go here IMO.  Broader MOAs won’t have the clean safety required, and myostatin alone actually seems to be getting the job done. \n\nI’m impressed.  I think myostatin+GLP-1 is going to be a legitimate approach that multiple phase 3 studies are run for.  Hopefully ultimately getting commercialized…long way to go on that front obv. \n\n$REGN in the lead?  $SRRK and $IBIO in pursuit.  $BHVN and $LLY with broader MOAs that I’m less fond of. \n\nMaybe $SRRK gets sell the news today, IDK.  In the $30s I still think it is undervalued on SMA alone.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14234581827462667, "ret_signed_m1d": -0.14234581827462667, "alpha_spy_m1d": -0.14249655408292794, "alpha_c_m1d": -0.14407200691910527, "bench_spy_m1d": 0.0001507358083012722, "bench_c_m1d": 0.001726188644478599, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06277529731427245, "ret_signed_p1d": -0.06277529731427245, "alpha_spy_p1d": -0.06042682306108804, "alpha_c_p1d": -0.05797194923798954, "bench_spy_p1d": -0.002348474253184407, "bench_c_p1d": -0.0048033480762829095, "ret_p1w": -0.02312775769950226, "ret_signed_p1w": -0.02312775769950226, "alpha_spy_p1w": -0.05030858369029245, "alpha_c_p1w": -0.03529185670572865, "bench_spy_p1w": 0.02718082599079019, "bench_c_p1w": 0.012164099006226392, "ret_p1m": 0.13215857041277923, "ret_signed_p1m": 0.13215857041277923, "alpha_spy_p1m": 0.07660677893582735, "alpha_c_p1m": 0.14359811079829665, "bench_spy_p1m": 0.055551791476951884, "bench_c_p1m": -0.011439540385517422, "ret_p3m": -0.10572687733626573, "ret_signed_p3m": -0.10572687733626573, "alpha_spy_p3m": -0.2175002245517973, "alpha_c_p3m": -0.14239938150224474, "bench_spy_p3m": 0.11177334721553156, "bench_c_p3m": 0.036672504165979, "ret_p6m": 0.21172903885802752, "ret_signed_p6m": 0.21172903885802752, "alpha_spy_p6m": 0.08148698097754914, "alpha_c_p6m": 0.0466822549378203, "bench_spy_p6m": 0.13024205788047838, "bench_c_p6m": 0.16504678392020722, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13215857041277923, "alpha_spy_stated": 0.07660677893582735, "alpha_c_stated": 0.14359811079829665, "price_path": [-0.0647, -0.0738, -0.09, -0.0691, -0.0837, -0.1145, -0.0815, -0.0958, -0.1148, -0.1724, -0.1041, -0.1547, -0.2594, -0.283, -0.3263, -0.255, -0.2756, -0.2291, -0.2035, -0.168, -0.1806, -0.1534, -0.1792, -0.1289, -0.1046, -0.0534, -0.0966, -0.128, -0.0977, -0.0939, -0.098, -0.0939, -0.1032, -0.193, -0.1823, -0.1468, -0.1556, -0.1063, -0.1355, -0.1591, -0.1512, -0.1589, -0.1696, -0.1316, -0.1542, -0.1613, -0.174, -0.1611, -0.2054, -0.1784, -0.2013, -0.1806, -0.1481, -0.1514, -0.057, -0.0575, -0.0619, -0.0523, -0.0911, -0.0826, -0.1066, -0.1154, -0.1423, 0.0, -0.0628, -0.0837, -0.0801, -0.014, -0.0231, -0.014, -0.0248, -0.0705, -0.0212, -0.0091, -0.0231, -0.0573, 0.0184, 0.0494, 0.0308, 0.0625, 0.0672, 0.133, 0.1801, 0.1211, 0.1322, 0.1008, 0.0933, 0.0768, 0.0724, 0.0212, 0.0262, 0.0416, 0.0201, 0.0011, 0.0184, 0.0182, -0.0469, -0.1356, -0.1202, -0.1338, -0.1134, -0.1195, -0.111, -0.1352, -0.1322, -0.1707, -0.0529, -0.0476, -0.0229, -0.0823, -0.0699, -0.0509, -0.0837, -0.101, -0.0881, -0.0534, -0.1068, -0.1352, -0.1305, -0.1305, -0.1399, -0.1233, -0.128, -0.073, -0.1096, -0.1203, -0.1057, -0.1509, -0.103, -0.0708, -0.0716, -0.0504, 0.0669, 0.0562, 0.0253, -0.0452, -0.0311, 0.0317, 0.0958, 0.0876, 0.0653, 0.1286, 0.0865, -0.0563, -0.1217, -0.1079, -0.1894, -0.2307, -0.2313, -0.2244, -0.2148, -0.2109, -0.1828, -0.1602, -0.1773, -0.1941, -0.1914, -0.1845, -0.2076, -0.2277, -0.2294, -0.207, -0.2029, -0.1914, -0.1523, -0.1514, -0.1721, 0.03, 0.0041, 0.096, 0.0928, 0.0468, 0.1071, 0.1506, 0.1418, 0.1881, 0.2131, 0.1561, 0.1311, 0.198, 0.2445, 0.2395, 0.2459, 0.2288, 0.2404, 0.2894, 0.2905, 0.2456, 0.2203, 0.2117]}
{"unit_id": "quote:1907130002107404576", "ticker_idx": 0, "ts": "2025-04-01T17:56:39+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Enjoy the pump and dump $HIMS longs. Nobody is buying Tirzepatide from $HIMS for $800 more than the list price of the $LLY autoinjector", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: compounded tirzepatide is $800+ more expensive than Lilly's own product, making the rally a pump-and-dump.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "Enjoy the pump and dump $HIMS longs.  Nobody is buying Tirzepatide from $HIMS for $800 more than the list price of the $LLY autoinjector, and &gt;$1,000 more than the Lilly Direct cost.", "reply_text": null, "parent_text": null, "quoted_text": "LOL this is why it's rallying????? $HIMS $LLY\n\nThis isn't even a cheaper partnership! Margins still suck! Fade this BS 😂😂\n\n@StockMarketNerd @A_May_MD https://t.co/zCdp3eZCAS", "parent_author": null, "ret_m1d": -0.048309179930981605, "ret_signed_m1d": 0.048309179930981605, "alpha_spy_m1d": 0.04549269188536087, "alpha_c_m1d": 0.04549269188536087, "bench_spy_m1d": -0.0028164880456207353, "bench_c_m1d": -0.0028164880456207353, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005475042849309775, "ret_signed_p1d": -0.005475042849309775, "alpha_spy_p1d": 0.0008534768091192912, "alpha_c_p1d": 0.0008534768091192912, "bench_spy_p1d": 0.006328519658429066, "bench_c_p1d": 0.006328519658429066, "ret_p1w": -0.15942025691526007, "ret_signed_p1w": 0.15942025691526007, "alpha_spy_p1w": 0.04445884336418693, "alpha_c_p1w": 0.04445884336418693, "bench_spy_p1w": -0.11496141355107314, "bench_c_p1w": -0.11496141355107314, "ret_p1m": 0.164573292621933, "ret_signed_p1m": -0.164573292621933, "alpha_spy_p1m": -0.1690296702676659, "alpha_c_p1m": -0.1690296702676659, "bench_spy_p1m": -0.004456377645732923, "bench_c_p1m": -0.004456377645732923, "ret_p3m": 0.528502423530675, "ret_signed_p3m": -0.528502423530675, "alpha_spy_p3m": -0.41920190049382855, "alpha_c_p3m": -0.41920190049382855, "bench_spy_p3m": 0.10930052303684645, "bench_c_p3m": 0.10930052303684645, "ret_p6m": 0.8135266588374253, "ret_signed_p6m": -0.8135266588374253, "alpha_spy_p6m": -0.6150936178699753, "alpha_c_p6m": -0.6150936178699753, "bench_spy_p6m": 0.19843304096744996, "bench_c_p6m": 0.19843304096744996, "ret_p1y": -0.3835748837377302, "ret_signed_p1y": 0.3835748837377302, "alpha_spy_p1y": 0.566077064207233, "alpha_c_p1y": 0.566077064207233, "bench_spy_p1y": 0.18250218046950284, "bench_c_p1y": 0.18250218046950284, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.164573292621933, "alpha_spy_stated": -0.1690296702676659, "alpha_c_stated": -0.1690296702676659, "price_path": [-0.1446, -0.1894, -0.2213, -0.1884, -0.1424, -0.1337, -0.1089, -0.1713, -0.1816, -0.1659, -0.1559, -0.1027, -0.1002, -0.1031, -0.0399, -0.0428, -0.0052, -0.0058, -0.0174, 0.0158, 0.0261, 0.0937, 0.2006, 0.2538, 0.3478, 0.3591, 0.3034, 0.3704, 0.4419, 0.4035, 0.4924, 0.906, 0.9475, 0.8841, 1.2138, 1.1388, 0.5871, 0.6525, 0.2837, 0.3491, 0.3314, 0.4522, 0.3101, 0.304, 0.3169, 0.1076, 0.1578, 0.1101, 0.1179, 0.0928, 0.0158, 0.0673, 0.1172, 0.0142, 0.0911, 0.0586, 0.1192, 0.2048, 0.1929, 0.0744, 0.028, -0.0615, -0.0483, 0.0, 0.0055, -0.0986, -0.163, -0.1056, -0.1594, -0.0502, -0.1366, -0.123, -0.0882, -0.0512, -0.132, -0.123, -0.1678, -0.1836, -0.1398, -0.0937, -0.0953, -0.0828, 0.1285, 0.066, 0.1646, 0.3147, 0.3488, 0.5932, 0.686, 0.6554, 0.6734, 0.7781, 1.0612, 0.9684, 0.8866, 1.0821, 1.0077, 0.9713, 0.868, 0.7237, 0.7659, 0.7185, 0.7179, 0.6876, 0.8216, 0.8283, 0.7626, 0.7266, 0.6995, 0.8142, 0.8312, 0.7794, 0.8538, 0.8406, 0.7868, 0.9253, 0.9079, 0.9668, 1.0683, 0.352, 0.3833, 0.3337, 0.4905, 0.5913, 0.6055, 0.5446, 0.5285, 0.5452, 0.5594, 0.5768, 0.6502, 0.619, 0.5424, 0.6757, 0.6251, 0.6699, 0.61, 0.6225, 0.533, 0.6106, 0.8686, 0.8461, 0.8567, 0.8899, 0.9411, 1.1105, 1.1314, 1.0145, 1.0403, 0.7881, 0.6467, 0.6441, 0.6728, 0.6097, 0.5446, 0.5565, 0.5179, 0.4821, 0.4525, 0.3585, 0.3971, 0.4158, 0.4354, 0.3845, 0.4605, 0.4174, 0.4209, 0.3639, 0.3375, 0.4319, 0.5494, 0.5591, 0.5987, 0.5391, 0.5388, 0.667, 0.7874, 0.7378, 0.639, 0.6216, 0.81, 0.8622, 0.8583, 0.8035, 0.715, 0.7671, 0.8808, 0.904, 0.8267, 0.8135]}
{"unit_id": "reply:1928120019025633470", "ticker_idx": 0, "ts": "2025-05-29T16:03:29+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this will be the straw that broke $NTLA back", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NTLA; safety incident in permanent gene editing will be the breaking point for the stock.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Sanctuary_Bio @GeneInvesting It’s insane to trivialize something like this with safe/cemented POC *especially* when permanent gene editing therapies are already under much higher scrutiny (deservedly so) for safety.  IMO this will be the straw that broke $NTLA back.", "reply_text": null, "parent_text": "@A_May_MD @GeneInvesting It's truly disturbing that he thinks, and I quote 'You could have another one of these and it wouldn’t be a big deal in reality.'\n\nThe damage is already done. Look at Rezdiffra label. This single event was enough to make the label. https://t.co/F5YaPLHhXY", "quoted_text": null, "parent_author": "Sanctuary_Bio", "ret_m1d": 0.2966443080170986, "ret_signed_m1d": -0.2966443080170986, "alpha_spy_m1d": -0.30057622926160976, "alpha_c_m1d": -0.3032928232043345, "bench_spy_m1d": -0.0039319212445111384, "bench_c_m1d": -0.0066485151872358594, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07785234074566583, "ret_signed_p1d": 0.07785234074566583, "alpha_spy_p1d": 0.07673372992100813, "alpha_c_p1d": 0.07996783606538627, "bench_spy_p1d": -0.0011186108246576953, "bench_c_p1d": 0.0021154953197204396, "ret_p1w": 0.017449680237473952, "ret_signed_p1w": -0.017449680237473952, "alpha_spy_p1w": -0.01236547655589737, "alpha_c_p1w": -0.011783288064607156, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": 0.0056663921728667965, "ret_p1m": 0.2590604502802203, "ret_signed_p1m": -0.2590604502802203, "alpha_spy_p1m": -0.20885020200505133, "alpha_c_p1m": -0.23583998795255834, "bench_spy_p1m": 0.050210248275168956, "bench_c_p1m": 0.02322046232766195, "ret_p3m": 0.5570470709332733, "ret_signed_p3m": -0.5570470709332733, "alpha_spy_p3m": -0.45402473427652046, "alpha_c_p3m": -0.5213769966791413, "bench_spy_p3m": 0.10302233665675287, "bench_c_p3m": 0.035670074254132045, "ret_p6m": 0.14362425179767624, "ret_signed_p6m": -0.14362425179767624, "alpha_spy_p6m": 0.014886489499129851, "alpha_c_p6m": 0.0644765851307123, "bench_spy_p6m": 0.1585107412968061, "bench_c_p6m": 0.20810083692838854, "ret_p1y": 0.8429530058727137, "ret_signed_p1y": -0.8429530058727137, "alpha_spy_p1y": -0.5426640069339463, "alpha_c_p1y": -0.7060790858266794, "bench_spy_p1y": 0.30028899893876737, "bench_c_p1y": 0.13687392004603427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2590604502802203, "alpha_spy_stated": -0.20885020200505133, "alpha_c_stated": -0.23583998795255834, "price_path": [0.4577, 0.3544, 0.2685, 0.2208, 0.257, 0.3289, 0.3893, 0.2698, 0.2483, 0.2913, 0.2376, 0.2268, 0.2859, 0.2336, 0.2483, 0.1678, 0.2081, 0.2497, 0.1718, 0.1154, 0.1275, 0.0832, -0.0456, -0.1067, -0.0201, -0.0752, -0.1101, -0.1221, -0.157, -0.0497, -0.0913, -0.0054, 0.0067, -0.0121, -0.0792, -0.0295, 0.0631, 0.1154, 0.0859, 0.098, 0.1154, 0.1383, 0.1007, 0.1906, 0.1597, 0.1866, 0.1329, -0.0268, -0.0215, 0.1114, 0.0899, 0.1477, 0.1168, 0.0577, 0.0839, 0.1409, 0.2161, 0.298, 0.2349, 0.2698, 0.2295, 0.2517, 0.2966, 0.0, -0.0779, -0.0389, 0.0322, 0.0295, 0.0174, 0.0859, 0.1114, 0.1369, 0.1235, 0.1208, 0.1154, 0.2027, 0.2859, 0.2886, 0.2349, 0.2389, 0.2846, 0.2832, 0.2899, 0.2832, 0.2591, 0.3262, 0.4403, 0.4416, 0.3758, 0.4926, 0.6282, 0.6322, 0.5483, 0.604, 0.5409, 0.6054, 0.5879, 0.6188, 0.6953, 0.8107, 0.9114, 0.7154, 0.8248, 0.7597, 0.6779, 0.655, 0.5624, 0.5423, 0.6268, 0.5544, 0.5262, 0.5383, 0.4483, 0.4416, 0.4577, 0.4765, 0.4631, 0.4752, 0.4403, 0.3812, 0.3705, 0.3591, 0.4121, 0.5275, 0.5248, 0.5329, 0.557, 0.5242, 0.5302, 0.5718, 0.5597, 0.6188, 0.5893, 0.5946, 0.5154, 0.5329, 0.5329, 0.553, 0.647, 0.6658, 1.1624, 1.0926, 1.3168, 1.2926, 1.3839, 1.2295, 1.1893, 1.2711, 1.3181, 1.5181, 1.7436, 1.6792, 1.757, 1.7436, 2.2846, 2.4174, 2.2913, 2.1893, 2.2081, 2.4805, 2.3436, 2.3221, 2.7557, 2.6201, 2.2993, 2.4752, 2.4362, 0.9852, 0.8738, 0.7611, 0.6463, 0.694, 0.7544, 0.6376, 0.8215, 0.6537, 0.2779, 0.306, 0.3664, 0.2738, 0.1638, 0.1678, 0.1383, 0.1369, 0.106, 0.0792, 0.102, 0.1208, 0.1477, 0.1436]}
{"unit_id": "reply:1922417163421315564", "ticker_idx": 0, "ts": "2025-05-13T22:22:23+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "imo yes", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses LLY as buyable at $750 despite pharma not being a focus area.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Steptradez Pharma not my thing, but imo yes,", "reply_text": null, "parent_text": "@A_May_MD Thoughts on LLY here at 750? Buyable?", "quoted_text": null, "parent_author": "Steptradez", "ret_m1d": 0.04262405993680263, "ret_signed_m1d": 0.04262405993680263, "alpha_spy_m1d": 0.043900511170635315, "alpha_c_m1d": 0.043900511170635315, "bench_spy_m1d": -0.0012764512338326872, "bench_c_m1d": -0.0012764512338326872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02477781498196263, "ret_signed_p1d": 0.02477781498196263, "alpha_spy_p1d": 0.019893424512180458, "alpha_c_p1d": 0.019893424512180458, "bench_spy_p1d": 0.004884390469782174, "bench_c_p1d": 0.004884390469782174, "ret_p1w": 0.015199305878940361, "ret_signed_p1w": 0.015199305878940361, "alpha_spy_p1w": 0.023249227994137422, "alpha_c_p1w": 0.023249227994137422, "bench_spy_p1w": -0.008049922115197061, "bench_c_p1w": -0.008049922115197061, "ret_p1m": 0.1474083650883964, "ret_signed_p1m": 0.1474083650883964, "alpha_spy_p1m": 0.131393842321891, "alpha_c_p1m": 0.131393842321891, "bench_spy_p1m": 0.01601452276650539, "bench_c_p1m": 0.01601452276650539, "ret_p3m": -0.04154379960697463, "ret_signed_p3m": -0.04154379960697463, "alpha_spy_p3m": -0.14240767416209177, "alpha_c_p3m": -0.14240767416209177, "bench_spy_p3m": 0.10086387455511714, "bench_c_p3m": 0.10086387455511714, "ret_p6m": 0.42840060356856036, "ret_signed_p6m": 0.42840060356856036, "alpha_spy_p6m": 0.2587066400726641, "alpha_c_p6m": 0.2587066400726641, "bench_spy_p6m": 0.16969396349589627, "bench_c_p6m": 0.16969396349589627, "ret_p1y": 0.4172162509027275, "ret_signed_p1y": 0.4172162509027275, "alpha_spy_p1y": 0.14482652942147944, "alpha_c_p1y": 0.14482652942147944, "bench_spy_p1y": 0.27238972148124807, "bench_c_p1y": 0.27238972148124807, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1474083650883964, "alpha_spy_stated": 0.131393842321891, "alpha_c_stated": 0.131393842321891, "price_path": [0.2179, 0.2163, 0.1799, 0.1979, 0.2117, 0.2202, 0.221, 0.2318, 0.2603, 0.2787, 0.265, 0.2866, 0.2993, 0.2732, 0.2993, 0.2756, 0.2152, 0.1596, 0.1516, 0.1486, 0.1203, 0.1368, 0.1526, 0.1495, 0.1697, 0.1775, 0.1705, 0.2087, 0.1912, 0.1554, 0.1483, 0.1495, 0.1542, 0.1253, 0.1435, 0.1028, 0.0317, 0.0114, 0.0149, 0.0533, 0.0075, 0.0235, 0.0542, 0.0582, 0.027, 0.1738, 0.1432, 0.1565, 0.1591, 0.2015, 0.2362, 0.226, 0.2371, 0.2563, 0.1098, 0.151, 0.148, 0.0832, 0.0855, 0.0502, 0.0266, 0.0559, 0.0426, 0.0, 0.0248, 0.0606, 0.0574, 0.0461, 0.0152, 0.0015, -0.0005, 0.0156, 0.0074, 0.0119, 0.033, 0.0462, 0.0514, 0.0725, 0.0722, 0.0781, 0.0835, 0.1304, 0.1324, 0.1371, 0.1474, 0.1309, 0.108, 0.0993, 0.0681, 0.0792, 0.0896, 0.1095, 0.1135, 0.0859, 0.0916, 0.0865, 0.0913, 0.0932, 0.0823, 0.089, 0.102, 0.1072, 0.1105, 0.1194, 0.0807, 0.106, 0.0664, 0.0807, 0.0673, 0.0873, 0.1187, 0.1279, 0.1381, 0.1317, 0.0684, 0.0644, 0.0364, 0.0675, 0.0769, 0.0726, 0.0452, -0.1026, -0.1239, -0.1105, -0.1046, -0.0751, -0.0415, -0.0159, -0.0203, -0.0131, -0.01, -0.0038, -0.0012, -0.0241, 0.033, 0.0304, 0.0273, 0.0281, 0.0318, 0.0355, 0.0426, 0.0206, 0.0366, 0.0534, 0.0591, 0.0614, 0.0602, 0.05, 0.0732, 0.0668, 0.0707, 0.0554, 0.0595, 0.0483, 0.0411, 0.0029, 0.0169, 0.0196, 0.0708, 0.1584, 0.1506, 0.1787, 0.186, 0.184, 0.1869, 0.2004, 0.1698, 0.15, 0.1401, 0.16, 0.15, 0.1267, 0.1353, 0.1222, 0.1402, 0.1523, 0.1585, 0.1598, 0.151, 0.1417, 0.1852, 0.211, 0.2582, 0.2727, 0.2993, 0.3156, 0.2973, 0.3566, 0.3875, 0.4284]}
{"unit_id": "quote:1911812963410813423", "ticker_idx": 0, "ts": "2025-04-14T16:05:04+00:00", "symbol": "ALMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SLRN and $ALMS teaming up to do the WRONG thing. Together, they're tossing >$700M of investor capital into an absolute burn pit.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish SLRN and ALMS on their merger: dead-end Tyk2 project in an overcrowded psoriasis market is destroying >$700M of capital.", "resolved_tickers": ["ALMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Flip side of $THRD doing the right thing is $SLRN and $ALMS teaming up to do the WRONG thing.\n\n$SLRN should've returned cash to shareholders, not forcibly hitched their wagon to $ALMS's dead-end Tyk2 project.\n\nTogether, they're tossing >$700M of investor capital into an absolute burn pit.  Shame.  These companies are a big part of the problem with our sector.\n\nI'd be glad to be wrong about this, so be sure to call me out if someday I am.  Right now you just can't convince me that yet another Tyk2 venture is a remotely good idea, especially in a world where the main market (psoriasis) is incredibly well-served, and is about to be even more so with $PTGX/$JNJ Icotrokinra.", "reply_text": null, "parent_text": null, "quoted_text": "Huge props to $THRD for doing the \"right thing\" and liquidating to return cash to shareholders.  The biotech sector at large would be in a much better position if more companies would follow $THRD's lead.\n\n$THRD stock is +40% today and +55% from recent YTD lows.  That sort of", "parent_author": null, "ret_m1d": 0.2022263784022309, "ret_signed_m1d": -0.2022263784022309, "alpha_spy_m1d": -0.21183455566817055, "alpha_c_m1d": -0.21428072204877968, "bench_spy_m1d": -0.009608177265939655, "bench_c_m1d": -0.012054343646548782, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.051948003693320643, "ret_signed_p1d": 0.051948003693320643, "alpha_spy_p1d": 0.04914709677672113, "alpha_c_p1d": 0.04581253918383832, "bench_spy_p1d": -0.0028009069165995104, "bench_c_p1d": -0.006135464509482325, "ret_p1w": -0.07792209400698835, "ret_signed_p1w": 0.07792209400698835, "alpha_spy_p1w": 0.055904717753127, "alpha_c_p1w": 0.05280301128864018, "bench_spy_p1w": -0.022017376253861354, "bench_c_p1w": -0.025119082718348174, "ret_p1m": -0.1632652429317294, "ret_signed_p1m": 0.1632652429317294, "alpha_spy_p1m": 0.2531710600400965, "alpha_c_p1m": 0.09274411520801695, "bench_spy_p1m": 0.08990581710836709, "bench_c_p1m": -0.07052112772371244, "ret_p3m": -0.3617810496415803, "ret_signed_p3m": 0.3617810496415803, "alpha_spy_p3m": 0.5230536810831237, "alpha_c_p3m": 0.33544126396244733, "bench_spy_p3m": 0.16127263144154336, "bench_c_p3m": -0.026339785679132977, "ret_p6m": -0.14100181277744916, "ret_signed_p6m": 0.14100181277744916, "alpha_spy_p6m": 0.3764023280010448, "alpha_c_p6m": 0.17805652076274547, "bench_spy_p6m": 0.23540051522359562, "bench_c_p6m": 0.03705470798529631, "ret_p1y": 3.6382190388254267, "ret_signed_p1y": -3.6382190388254267, "alpha_spy_p1y": -3.321808057139526, "alpha_c_p1y": -3.5610954764220466, "bench_spy_p1y": 0.31641098168590087, "bench_c_p1y": 0.07712356240338014, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1632652429317294, "alpha_spy_stated": 0.2531710600400965, "alpha_c_stated": 0.09274411520801695, "price_path": [0.3358, 0.4174, 0.4341, 0.4453, 0.4212, 0.3748, 0.2801, 0.2189, 0.2393, 0.2523, 0.2263, 0.2115, 0.2468, 0.3878, 0.3803, 0.3822, 0.3228, 0.2226, 0.0519, -0.1058, -0.0705, -0.0668, -0.0538, -0.0334, -0.0612, -0.0538, -0.0482, -0.0408, -0.0278, -0.1002, -0.1521, -0.1336, -0.1373, -0.1577, -0.1484, -0.1243, -0.0538, -0.0946, -0.1002, -0.1113, -0.0724, -0.1484, -0.1521, -0.1967, -0.1688, -0.1892, -0.3377, -0.3043, -0.2996, -0.2579, -0.0872, -0.128, 0.0464, 0.1391, 0.3432, 0.8256, 0.5844, 0.8646, 0.8683, 0.3729, 0.4917, 0.2672, 0.2022, 0.0, -0.0519, -0.0594, -0.0724, -0.128, -0.0779, -0.1262, -0.2004, -0.2059, -0.2356, -0.1967, -0.2319, -0.2894, -0.1484, -0.1837, -0.1929, -0.1113, -0.013, -0.0668, -0.026, -0.1725, -0.1633, -0.0074, 0.0427, 0.1039, -0.0946, -0.1132, -0.102, -0.0955, -0.1744, -0.269, -0.2746, -0.3506, -0.3896, -0.3599, -0.3673, -0.3785, -0.334, -0.3636, -0.3766, -0.3896, -0.41, -0.4174, -0.4193, -0.4416, -0.4416, -0.4694, -0.4805, -0.4416, -0.4564, -0.3878, -0.4397, -0.4434, -0.4397, -0.3915, -0.3692, -0.3859, -0.3544, -0.3506, -0.3395, -0.3469, -0.3321, -0.3525, -0.3618, -0.3488, -0.3822, -0.384, -0.3859, -0.2876, -0.2839, -0.2801, -0.2505, -0.2672, -0.2393, -0.2319, -0.2338, -0.2412, -0.2208, -0.1892, -0.1967, -0.2022, -0.1948, -0.1725, -0.18, -0.1855, -0.1187, -0.1002, -0.1224, -0.1818, -0.1466, -0.102, -0.0909, -0.1132, -0.0872, -0.128, -0.1391, -0.128, -0.1317, -0.1466, -0.1633, -0.1985, -0.2078, -0.2022, -0.1911, -0.1892, -0.1874, -0.2282, -0.2338, -0.2041, -0.2263, -0.2301, -0.2393, -0.2319, -0.2597, -0.2486, -0.2672, -0.2597, -0.2468, -0.2653, -0.2542, -0.2356, -0.1633, -0.1781, -0.1596, -0.1763, -0.1447, -0.141]}
{"unit_id": "reply:1909203883206795390", "ticker_idx": 0, "ts": "2025-04-07T11:17:31+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought a bunch this past week", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Disclosed buying NKTR during the recent market selloff ahead of approaching data catalyst.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stockblues Bought a bunch this past week", "reply_text": null, "parent_text": "@A_May_MD still feed good about nktr?  Adding at all?  Kinda sucks that the worst week in the history of the stock market came as data is approaching.", "quoted_text": null, "parent_author": "stockblues", "ret_m1d": 0.12244899415579291, "ret_signed_m1d": 0.12244899415579291, "alpha_spy_m1d": 0.12066462730047167, "alpha_c_m1d": 0.11642546482012062, "bench_spy_m1d": 0.00178436685532124, "bench_c_m1d": 0.006023529335672295, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.01566269392150721, "alpha_c_p1d": 0.01108057748175062, "bench_spy_p1d": -0.01566269392150721, "bench_c_p1d": -0.01108057748175062, "ret_p1w": 0.22448981180631944, "ret_signed_p1w": 0.22448981180631944, "alpha_spy_p1w": 0.15561307939299662, "alpha_c_p1w": 0.19422294264983186, "bench_spy_p1w": 0.06887673241332282, "bench_c_p1w": 0.030266869156487575, "ret_p1m": 0.2448979234357811, "ret_signed_p1m": 0.2448979234357811, "alpha_spy_p1m": 0.13234377794576502, "alpha_c_p1m": 0.23827935214399143, "bench_spy_p1m": 0.11255414549001608, "bench_c_p1m": 0.0066185712917896655, "ret_p3m": 2.178231416796099, "ret_signed_p3m": 2.178231416796099, "alpha_spy_p3m": 1.9372921926428819, "alpha_c_p3m": 2.16583613384337, "bench_spy_p3m": 0.24093922415321734, "bench_c_p3m": 0.012395282952729403, "ret_p6m": 6.891156564974059, "ret_signed_p6m": 6.891156564974059, "alpha_spy_p6m": 6.55692701914273, "alpha_c_p6m": 6.808526581165622, "bench_spy_p6m": 0.3342295458313296, "bench_c_p6m": 0.08262998380843722, "ret_p1y": 9.59183666452209, "ret_signed_p1y": 9.59183666452209, "alpha_spy_p1y": 9.228372266144303, "alpha_c_p1y": 9.461523631105148, "bench_spy_p1y": 0.3634643983777859, "bench_c_p1y": 0.13031303341694178, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2448979234357811, "alpha_spy_stated": 0.13234377794576502, "alpha_c_stated": 0.23827935214399143, "price_path": [1.2449, 1.3878, 1.4286, 1.3265, 1.102, 0.9592, 0.8367, 0.8571, 0.8163, 0.8163, 0.8367, 0.8776, 0.8163, 0.7959, 0.7959, 0.7143, 0.7143, 0.7347, 0.6939, 0.6531, 0.5918, 0.551, 0.4286, 0.3878, 0.4286, 0.3469, 0.4898, 0.8163, 1.0, 1.1633, 1.0408, 0.9592, 0.898, 0.7347, 0.7755, 0.5918, 0.6327, 0.7143, 0.6327, 0.7143, 0.7551, 0.7551, 0.7959, 0.6735, 0.6735, 0.6735, 0.6735, 0.8367, 0.8571, 0.7959, 0.8367, 0.7755, 0.7551, 0.7551, 0.7143, 0.6327, 0.551, 0.5102, 0.3878, 0.3061, 0.3469, 0.2245, 0.1224, 0.0, 0.0, 0.0408, 0.0204, 0.2653, 0.2245, 0.3061, 0.2449, 0.3061, 0.2857, 0.3469, 0.4082, 0.5102, 0.5918, 0.551, 0.5102, 0.6327, 0.5918, 0.5306, 0.4082, 0.3061, 0.2449, 0.2653, 0.2041, 0.449, 0.449, 0.4694, 0.3878, 0.4082, 0.4286, 0.4082, 0.2857, 0.3469, 0.3265, 0.3673, 0.4286, 0.5102, 0.4694, 0.6327, 0.5306, 0.5306, 0.3673, 0.3673, 0.1959, 0.5442, 0.2993, 0.1918, 0.1687, 0.2585, 0.1878, 0.1714, 0.1578, 0.298, 2.3265, 2.9619, 3.0381, 2.5048, 2.5156, 2.3456, 2.4735, 2.3687, 2.1932, 2.0925, 2.1782, 2.415, 2.4027, 2.3211, 2.2381, 2.2844, 2.6286, 2.3932, 2.3728, 2.3306, 2.4014, 2.3442, 2.4014, 2.2177, 2.117, 2.0027, 1.9497, 2.1238, 2.166, 2.0694, 2.0544, 1.9592, 2.1374, 2.0571, 2.2109, 2.4993, 2.6313, 2.7088, 2.732, 2.6354, 2.6667, 2.8095, 2.6776, 2.6925, 2.9156, 2.9837, 2.9918, 3.0626, 2.9578, 2.8844, 3.8952, 4.4667, 5.0313, 5.6082, 5.5551, 5.4218, 5.6231, 5.668, 5.7878, 5.9483, 6.9946, 6.502, 7.0122, 7.1088, 7.2082, 6.5673, 6.9592, 7.0163, 6.7415, 7.0068, 7.2313, 7.2381, 7.1537, 6.8912]}
{"unit_id": "thread:1950156056446853511", "ticker_idx": 0, "ts": "2025-07-29T11:26:50+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY is the champ here. Buy the company with the superior drug AND the ability to actually handle its business.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long LLY as the superior GLP-1 play; short NVO on botched compounder handling; bearish HIMS on NVO legal action targeting personalization loophole.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NVO confirms in earnings today that it is pursuing legal action against compounders while specifically naming the “false guise of personalization”.\n\nThey’re talking about $HIMS.  All the bulls want you to think $NVO won’t do anything.  Time for $NVO to defend its IP.\n\n---\n\n$NVO named new CEO at the same time too.  Clearly going after compounders is a key goal of the new “regime” at $NVO.  I would expect this to weigh on $HIMS.\n\n---\n\nHopefully for them the new CEO can turn it around.  This $NVO + $HIMS relationship and breakup/compounding/personalization situation has been absolutely devastating for $NVO’s image IMO.  Easily one of the most embarrassing sagas I’ve ever seen for a big pharma.  Handled it about as poorly as they possibly could have.\n\n---\n\nI’m with @Citrini7 on this too.  $LLY is the champ here.  Buy the company with the superior drug AND the ability to actually handle its business.  Sell $NVO into the dirt until they prove they can actually stand their ground.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05919120348349316, "ret_signed_m1d": 0.05919120348349316, "alpha_spy_m1d": 0.05654666327920599, "alpha_c_m1d": 0.05654666327920599, "bench_spy_m1d": 0.0026445402042871713, "bench_c_m1d": 0.0026445402042871713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003761731846816052, "ret_signed_p1d": -0.003761731846816052, "alpha_spy_p1d": -0.0025023622252321465, "alpha_c_p1d": -0.0025023622252321465, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.0012593696215839056, "ret_p1w": 0.003932045843307197, "ret_signed_p1w": 0.003932045843307197, "alpha_spy_p1w": 0.015407716374572944, "alpha_c_p1w": 0.015407716374572944, "bench_spy_p1w": -0.011475670531265747, "bench_c_p1w": -0.011475670531265747, "ret_p1m": -0.035608515635372706, "ret_signed_p1m": -0.035608515635372706, "alpha_spy_p1m": -0.053506738092077955, "alpha_c_p1m": -0.053506738092077955, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.01789822245670525, "ret_p3m": 0.08555619685139848, "ret_signed_p3m": 0.08555619685139848, "alpha_spy_p3m": 0.0038891272007006705, "alpha_c_p3m": 0.0038891272007006705, "bench_spy_p3m": 0.08166706965069781, "bench_c_p3m": 0.08166706965069781, "ret_p6m": 0.34681891481142024, "ret_signed_p6m": 0.34681891481142024, "alpha_spy_p6m": 0.24583892046712053, "alpha_c_p6m": 0.24583892046712053, "bench_spy_p6m": 0.10097999434429972, "bench_c_p6m": 0.10097999434429972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.035608515635372706, "alpha_spy_stated": -0.053506738092077955, "alpha_c_stated": -0.053506738092077955, "price_path": [0.1475, 0.1579, 0.1758, 0.0387, 0.0773, 0.0745, 0.0139, 0.016, -0.0171, -0.0392, -0.0117, -0.0241, -0.064, -0.0408, -0.0073, -0.0103, -0.0209, -0.0498, -0.0626, -0.0645, -0.0495, -0.0571, -0.0529, -0.0331, -0.0207, -0.016, 0.0038, 0.0036, 0.0091, 0.0141, 0.058, 0.0598, 0.0643, 0.0739, 0.0585, 0.0371, 0.0289, -0.0003, 0.0101, 0.0198, 0.0385, 0.0422, 0.0164, 0.0217, 0.017, 0.0214, 0.0232, 0.013, 0.0193, 0.0314, 0.0363, 0.0394, 0.0477, 0.0115, 0.0352, -0.0019, 0.0115, -0.001, 0.0177, 0.0471, 0.0557, 0.0652, 0.0592, 0.0, -0.0038, -0.03, -0.0008, 0.0079, 0.0039, -0.0217, -0.16, -0.18, -0.1674, -0.1619, -0.1343, -0.1029, -0.0789, -0.0831, -0.0763, -0.0733, -0.0676, -0.0652, -0.0866, -0.0332, -0.0356, -0.0385, -0.0377, -0.0343, -0.0308, -0.0241, -0.0448, -0.0297, -0.014, -0.0087, -0.0066, -0.0077, -0.0172, 0.0045, -0.0015, 0.0022, -0.0122, -0.0083, -0.0188, -0.0255, -0.0613, -0.0483, -0.0457, 0.0023, 0.0843, 0.0769, 0.1032, 0.11, 0.1082, 0.1109, 0.1236, 0.0949, 0.0763, 0.0671, 0.0858, 0.0763, 0.0546, 0.0626, 0.0503, 0.0672, 0.0785, 0.0843, 0.0856, 0.0773, 0.0686, 0.1093, 0.1334, 0.1777, 0.1912, 0.2161, 0.2314, 0.2142, 0.2698, 0.2986, 0.3369, 0.3436, 0.3488, 0.3441, 0.355, 0.3808, 0.3725, 0.394, 0.4078, 0.4601, 0.4528, 0.4148, 0.3917, 0.3762, 0.3597, 0.3346, 0.3291, 0.3123, 0.2921, 0.3071, 0.3278, 0.3517, 0.3973, 0.3869, 0.3705, 0.3903, 0.4095, 0.4161, 0.4098, 0.4168, 0.4178, 0.4191, 0.4204, 0.4138, 0.4212, 0.3701, 0.3998, 0.4577, 0.4276, 0.3991, 0.4221, 0.4171, 0.4119, 0.3589, 0.366, 0.3698, 0.4188, 0.4305, 0.4001, 0.3981, 0.3675, 0.3468]}
{"unit_id": "thread:1950156056446853511", "ticker_idx": 1, "ts": "2025-07-29T11:26:50+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sell $NVO into the dirt until they prove they can actually stand their ground.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long LLY as the superior GLP-1 play; short NVO on botched compounder handling; bearish HIMS on NVO legal action targeting personalization loophole.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NVO confirms in earnings today that it is pursuing legal action against compounders while specifically naming the “false guise of personalization”.\n\nThey’re talking about $HIMS.  All the bulls want you to think $NVO won’t do anything.  Time for $NVO to defend its IP.\n\n---\n\n$NVO named new CEO at the same time too.  Clearly going after compounders is a key goal of the new “regime” at $NVO.  I would expect this to weigh on $HIMS.\n\n---\n\nHopefully for them the new CEO can turn it around.  This $NVO + $HIMS relationship and breakup/compounding/personalization situation has been absolutely devastating for $NVO’s image IMO.  Easily one of the most embarrassing sagas I’ve ever seen for a big pharma.  Handled it about as poorly as they possibly could have.\n\n---\n\nI’m with @Citrini7 on this too.  $LLY is the champ here.  Buy the company with the superior drug AND the ability to actually handle its business.  Sell $NVO into the dirt until they prove they can actually stand their ground.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.2791991175447006, "ret_signed_m1d": -0.2791991175447006, "alpha_spy_m1d": -0.27655457734041344, "alpha_c_m1d": -0.27655457734041344, "bench_spy_m1d": 0.0026445402042871713, "bench_c_m1d": 0.0026445402042871713, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07248798212194674, "ret_signed_p1d": 0.07248798212194674, "alpha_spy_p1d": 0.07122861250036283, "alpha_c_p1d": 0.07122861250036283, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.0012593696215839056, "ret_p1w": -0.12458282738310156, "ret_signed_p1w": 0.12458282738310156, "alpha_spy_p1w": 0.11310715685183581, "alpha_c_p1w": 0.11310715685183581, "bench_spy_p1w": -0.011475670531265747, "bench_c_p1w": -0.011475670531265747, "ret_p1m": 0.05813851932506231, "ret_signed_p1m": -0.05813851932506231, "alpha_spy_p1m": -0.04024029686835706, "alpha_c_p1m": -0.04024029686835706, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.01789822245670525, "ret_p3m": -0.00841692602408306, "ret_signed_p3m": 0.00841692602408306, "alpha_spy_p3m": 0.09008399567478087, "alpha_c_p3m": 0.09008399567478087, "bench_spy_p3m": 0.08166706965069781, "bench_c_p3m": 0.08166706965069781, "ret_p6m": 0.13106838153706368, "ret_signed_p6m": -0.13106838153706368, "alpha_spy_p6m": -0.030088387192763966, "alpha_c_p6m": -0.030088387192763966, "bench_spy_p6m": 0.10097999434429972, "bench_c_p6m": 0.10097999434429972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05813851932506231, "alpha_spy_stated": -0.04024029686835706, "alpha_c_stated": -0.04024029686835706, "price_path": [0.1609, 0.208, 0.2319, 0.2162, 0.2835, 0.2814, 0.229, 0.2523, 0.2023, 0.2193, 0.2558, 0.2125, 0.1941, 0.2264, 0.1934, 0.2425, 0.2644, 0.2644, 0.2638, 0.2486, 0.3059, 0.2718, 0.2877, 0.3255, 0.3502, 0.3146, 0.3356, 0.3469, 0.3836, 0.399, 0.4707, 0.4596, 0.5026, 0.48, 0.4279, 0.3782, 0.3721, 0.3676, 0.2925, 0.3113, 0.2486, 0.2551, 0.2701, 0.2796, 0.2944, 0.2944, 0.2824, 0.2851, 0.2911, 0.292, 0.3165, 0.2779, 0.2781, 0.2462, 0.2429, 0.2104, 0.1923, 0.2036, 0.238, 0.2983, 0.3113, 0.3293, 0.2792, 0.0, -0.0725, -0.1274, -0.1066, -0.0951, -0.1246, -0.1587, -0.096, -0.053, -0.0755, -0.0771, -0.0564, -0.0554, -0.0284, 0.0077, 0.027, 0.018, 0.0396, 0.0683, 0.0563, 0.0375, 0.0581, 0.052, 0.0585, 0.057, 0.0638, 0.0525, 0.0355, 0.0176, 0.018, 0.0193, 0.018, 0.0287, 0.0428, 0.0724, 0.0911, 0.1596, 0.1511, 0.1382, 0.1163, 0.1013, 0.0506, 0.0426, 0.0405, 0.0403, 0.1093, 0.1013, 0.1179, 0.1183, 0.1065, 0.1176, 0.1001, 0.0673, 0.078, 0.0623, 0.0634, 0.0516, 0.0193, 0.045, 0.027, 0.0008, -0.002, -0.0071, -0.0084, -0.0242, -0.0369, -0.0618, -0.0727, -0.0793, -0.0954, -0.0915, -0.128, -0.1436, -0.1387, -0.0785, -0.0577, -0.0783, -0.0952, -0.0915, -0.1085, -0.0813, -0.1076, -0.107, -0.1569, -0.1177, -0.0868, -0.0748, -0.092, -0.1108, -0.1082, -0.1003, -0.1027, -0.1232, -0.1308, -0.0804, -0.0572, -0.0592, -0.0557, -0.0821, -0.1044, -0.1074, -0.0984, -0.0982, -0.0324, -0.0146, -0.0176, -0.035, -0.0397, -0.0461, -0.0178, 0.0332, 0.0548, 0.0606, 0.075, 0.1026, 0.1223, 0.1181, 0.1044, 0.0709, 0.1686, 0.1376, 0.1121, 0.1667, 0.1673, 0.1995, 0.1791, 0.1311]}
{"unit_id": "thread:1950156056446853511", "ticker_idx": 2, "ts": "2025-07-29T11:26:50+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would expect this to weigh on $HIMS.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long LLY as the superior GLP-1 play; short NVO on botched compounder handling; bearish HIMS on NVO legal action targeting personalization loophole.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NVO confirms in earnings today that it is pursuing legal action against compounders while specifically naming the “false guise of personalization”.\n\nThey’re talking about $HIMS.  All the bulls want you to think $NVO won’t do anything.  Time for $NVO to defend its IP.\n\n---\n\n$NVO named new CEO at the same time too.  Clearly going after compounders is a key goal of the new “regime” at $NVO.  I would expect this to weigh on $HIMS.\n\n---\n\nHopefully for them the new CEO can turn it around.  This $NVO + $HIMS relationship and breakup/compounding/personalization situation has been absolutely devastating for $NVO’s image IMO.  Easily one of the most embarrassing sagas I’ve ever seen for a big pharma.  Handled it about as poorly as they possibly could have.\n\n---\n\nI’m with @Citrini7 on this too.  $LLY is the champ here.  Buy the company with the superior drug AND the ability to actually handle its business.  Sell $NVO into the dirt until they prove they can actually stand their ground.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.026381286552372596, "ret_signed_m1d": 0.026381286552372596, "alpha_spy_m1d": 0.029025826756659767, "alpha_c_m1d": 0.029025826756659767, "bench_spy_m1d": 0.0026445402042871713, "bench_c_m1d": 0.0026445402042871713, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08727390545183966, "ret_signed_p1d": -0.08727390545183966, "alpha_spy_p1d": -0.08853327507342357, "alpha_c_p1d": -0.08853327507342357, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.0012593696215839056, "ret_p1w": -0.0788120120113277, "ret_signed_p1w": 0.0788120120113277, "alpha_spy_p1w": 0.06733634148006196, "alpha_c_p1w": 0.06733634148006196, "bench_spy_p1w": -0.011475670531265747, "bench_c_p1w": -0.011475670531265747, "ret_p1m": -0.26978599656101276, "ret_signed_p1m": 0.26978599656101276, "alpha_spy_p1m": 0.287684219017718, "alpha_c_p1m": 0.287684219017718, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.01789822245670525, "ret_p3m": -0.199767725635987, "ret_signed_p3m": 0.199767725635987, "alpha_spy_p3m": 0.2814347952866848, "alpha_c_p3m": 0.2814347952866848, "bench_spy_p3m": 0.08166706965069781, "bench_c_p3m": 0.08166706965069781, "ret_p6m": -0.524307286236285, "ret_signed_p6m": 0.524307286236285, "alpha_spy_p6m": 0.6252872805805847, "alpha_c_p6m": 0.6252872805805847, "bench_spy_p6m": 0.10097999434429972, "bench_c_p6m": 0.10097999434429972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.26978599656101276, "alpha_spy_stated": 0.287684219017718, "alpha_c_stated": 0.287684219017718, "price_path": [-0.5275, -0.4186, -0.4508, -0.4, -0.3227, -0.3051, -0.1792, -0.1314, -0.1472, -0.1379, -0.084, 0.0619, 0.0141, -0.028, 0.0727, 0.0343, 0.0156, -0.0377, -0.112, -0.0903, -0.1147, -0.115, -0.1306, -0.0616, -0.0581, -0.0919, -0.1105, -0.1244, -0.0654, -0.0566, -0.0833, -0.045, -0.0518, -0.0795, -0.0081, -0.0171, 0.0133, 0.0655, -0.3035, -0.2874, -0.3129, -0.2321, -0.1802, -0.1729, -0.2042, -0.2125, -0.2039, -0.1966, -0.1877, -0.1498, -0.1659, -0.2054, -0.1367, -0.1628, -0.1397, -0.1706, -0.1641, -0.2102, -0.1702, -0.0373, -0.0489, -0.0435, -0.0264, 0.0, 0.0873, 0.0981, 0.0378, 0.0511, -0.0788, -0.1517, -0.153, -0.1382, -0.1707, -0.2042, -0.1981, -0.218, -0.2364, -0.2517, -0.3001, -0.2802, -0.2706, -0.2605, -0.2867, -0.2476, -0.2698, -0.268, -0.2973, -0.3109, -0.2623, -0.2018, -0.1968, -0.1764, -0.2071, -0.2072, -0.1412, -0.0791, -0.1047, -0.1556, -0.1646, -0.0675, -0.0407, -0.0426, -0.0708, -0.1165, -0.0896, -0.031, -0.0191, -0.0589, -0.0657, -0.0398, -0.1283, -0.0914, -0.0382, -0.0348, -0.0335, -0.1049, -0.0919, -0.1037, 0.0413, -0.0186, -0.1741, -0.1478, -0.181, -0.2125, -0.1955, -0.1906, -0.1998, -0.2182, -0.2263, -0.269, -0.2457, -0.2635, -0.29, -0.2744, -0.3111, -0.3192, -0.3189, -0.3405, -0.3526, -0.4019, -0.3864, -0.4097, -0.3984, -0.4055, -0.4422, -0.4241, -0.3732, -0.3846, -0.3629, -0.3403, -0.3776, -0.3975, -0.3849, -0.336, -0.3496, -0.3509, -0.3393, -0.3715, -0.3733, -0.3826, -0.3985, -0.3884, -0.4198, -0.4231, -0.41, -0.4185, -0.4226, -0.4248, -0.4307, -0.4342, -0.4518, -0.4613, -0.4457, -0.4241, -0.4116, -0.4116, -0.438, -0.4742, -0.4634, -0.4657, -0.4803, -0.4818, -0.4793, -0.4944, -0.5207, -0.4936, -0.5085, -0.4976, -0.5075, -0.5243]}
{"unit_id": "orig:1915748212939395426", "ticker_idx": 0, "ts": "2025-04-25T12:42:21+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Compounders' injunction #Denied\n\nGood.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Compounders denied injunction — bearish HIMS, bullish LLY and NVO as branded GLP-1 makers benefit.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "Compounders’ injunction #Denied\n\nGood.\n\n$HIMS $LLY $NVO\n\nhttps://t.co/XDlsNs2rfz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02804840336724279, "ret_signed_m1d": -0.02804840336724279, "alpha_spy_m1d": -0.020874698685670157, "alpha_c_m1d": -0.020874698685670157, "bench_spy_m1d": -0.007173704681572635, "bench_c_m1d": -0.007173704681572635, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008196396549086549, "ret_signed_p1d": -0.008196396549086549, "alpha_spy_p1d": -0.00857766926934933, "alpha_c_p1d": -0.00857766926934933, "bench_spy_p1d": 0.0003812727202627819, "bench_c_p1d": 0.0003812727202627819, "ret_p1w": -0.06887190206688676, "ret_signed_p1w": -0.06887190206688676, "alpha_spy_p1w": -0.0981467229265961, "alpha_c_p1w": -0.0981467229265961, "bench_spy_p1w": 0.02927482085970934, "bench_c_p1w": 0.02927482085970934, "ret_p1m": -0.1784356273806118, "ret_signed_p1m": -0.1784356273806118, "alpha_spy_p1m": -0.25200451426771897, "alpha_c_p1m": -0.25200451426771897, "bench_spy_p1m": 0.07356888688710717, "bench_c_p1m": 0.07356888688710717, "ret_p3m": -0.08453383025091377, "ret_signed_p3m": -0.08453383025091377, "alpha_spy_p3m": -0.24467995032327017, "alpha_c_p3m": -0.24467995032327017, "bench_spy_p3m": 0.1601461200723564, "bench_c_p3m": 0.1601461200723564, "ret_p6m": -0.06283627811220438, "ret_signed_p6m": -0.06283627811220438, "alpha_spy_p6m": -0.29982458780951415, "alpha_c_p6m": -0.29982458780951415, "bench_spy_p6m": 0.23698830969730977, "bench_c_p6m": 0.23698830969730977, "ret_p1y": -0.004599867126864554, "ret_signed_p1y": -0.004599867126864554, "alpha_spy_p1y": -0.31189387728971596, "alpha_c_p1y": -0.31189387728971596, "bench_spy_p1y": 0.3072940101628514, "bench_c_p1y": 0.3072940101628514, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1784356273806118, "alpha_spy_stated": -0.25200451426771897, "alpha_c_stated": -0.25200451426771897, "price_path": [-0.1136, -0.0879, -0.0915, -0.0925, -0.0709, -0.0846, -0.0854, -0.0677, -0.0495, -0.0177, -0.0088, -0.0194, -0.0238, -0.0148, -0.016, -0.0455, -0.0309, -0.0198, -0.0129, -0.0123, -0.0035, 0.0195, 0.0344, 0.0233, 0.0408, 0.0511, 0.03, 0.0511, 0.0319, -0.0169, -0.0619, -0.0684, -0.0709, -0.0937, -0.0803, -0.0676, -0.0701, -0.0537, -0.0474, -0.0531, -0.0222, -0.0364, -0.0653, -0.0711, -0.0701, -0.0663, -0.0897, -0.075, -0.1079, -0.1654, -0.1818, -0.179, -0.1479, -0.185, -0.172, -0.1472, -0.144, -0.1692, -0.0504, -0.0752, -0.0644, -0.0623, -0.028, 0.0, -0.0082, 0.0007, 0.0163, -0.1022, -0.0689, -0.0713, -0.1237, -0.1219, -0.1505, -0.1695, -0.1458, -0.1566, -0.191, -0.171, -0.142, -0.1446, -0.1538, -0.1787, -0.1898, -0.1915, -0.1784, -0.185, -0.1814, -0.1643, -0.1536, -0.1495, -0.1324, -0.1326, -0.1278, -0.1235, -0.0856, -0.084, -0.0801, -0.0718, -0.0851, -0.1036, -0.1107, -0.1359, -0.127, -0.1186, -0.1024, -0.0992, -0.1215, -0.1169, -0.121, -0.1172, -0.1156, -0.1245, -0.119, -0.1085, -0.1043, -0.1016, -0.0945, -0.1257, -0.1053, -0.1373, -0.1258, -0.1366, -0.1204, -0.095, -0.0876, -0.0793, -0.0845, -0.1357, -0.1389, -0.1616, -0.1364, -0.1288, -0.1323, -0.1545, -0.274, -0.2912, -0.2804, -0.2756, -0.2518, -0.2246, -0.2039, -0.2075, -0.2016, -0.1991, -0.1941, -0.192, -0.2106, -0.1644, -0.1665, -0.169, -0.1683, -0.1653, -0.1623, -0.1565, -0.1744, -0.1614, -0.1478, -0.1433, -0.1414, -0.1424, -0.1506, -0.1318, -0.137, -0.1338, -0.1462, -0.1429, -0.1519, -0.1578, -0.1887, -0.1774, -0.1752, -0.1337, -0.0629, -0.0692, -0.0465, -0.0406, -0.0422, -0.0398, -0.0289, -0.0537, -0.0697, -0.0777, -0.0616, -0.0697, -0.0885, -0.0816, -0.0922, -0.0776, -0.0678, -0.0628]}
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{"unit_id": "reply:1917577842973430058", "ticker_idx": 0, "ts": "2025-04-30T13:52:39+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR is my top pick", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Top pick NKTR; VRNA & SRRK flagged as top buyout candidates; FULC a small-cap M&A sleeper.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@pawcio2009 lol well putting my mouth where my money is means $NKTR is my top pick, but not a near term buyout candidate at this moment. \n\n$VRNA &amp; $SRRK would be top buyout odds for me.  $FULC a small cap sleeper that could surprise with M&amp;A like $RGLS.", "reply_text": null, "parent_text": "@A_May_MD I don’t believe it ever happened, nicely done 💪👏,  but more importantly give me your next buyout with a target price 🍻", "quoted_text": null, "parent_author": "pawcio2009", "ret_m1d": -0.07499996821085608, "ret_signed_m1d": -0.07499996821085608, "alpha_spy_m1d": -0.07460329552899159, "alpha_c_m1d": -0.06652833687619109, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.008471631334664997, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025000015894571903, "ret_signed_p1d": -0.025000015894571903, "alpha_spy_p1d": -0.03208710798245862, "alpha_c_p1d": 0.0022656081466313482, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": -0.02726562404120325, "ret_p1w": -0.23750003178914392, "ret_signed_p1w": -0.23750003178914392, "alpha_spy_p1w": -0.24941996775005604, "alpha_c_p1w": -0.20112216885992218, "bench_spy_p1w": 0.01191993596091212, "bench_c_p1w": -0.03637786292922174, "ret_p1m": -0.0999999841054281, "ret_signed_p1m": -0.0999999841054281, "alpha_spy_p1m": -0.16284492415137686, "alpha_c_p1m": -0.04425850297521239, "bench_spy_p1m": 0.06284494004594876, "bench_c_p1m": -0.05574148113021571, "ret_p3m": 0.8066666920979817, "ret_signed_p3m": 0.8066666920979817, "alpha_spy_p3m": 0.6634693049141926, "alpha_c_p3m": 0.8737084727791198, "bench_spy_p3m": 0.14319738718378905, "bench_c_p3m": -0.06704178068113809, "ret_p6m": 3.9691667556762695, "ret_signed_p6m": 3.9691667556762695, "alpha_spy_p6m": 3.722487354707826, "alpha_c_p6m": 3.9345762696382307, "bench_spy_p6m": 0.24667940096844387, "bench_c_p6m": 0.03459048603803905, "ret_p1y": 6.204999923706055, "ret_signed_p1y": 6.204999923706055, "alpha_spy_p1y": 5.8905567967913335, "alpha_c_p1y": 6.1531822467630946, "bench_spy_p1y": 0.3144431269147214, "bench_c_p1y": 0.05181767694295969, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0999999841054281, "alpha_spy_stated": -0.16284492415137686, "alpha_c_stated": -0.04425850297521239, "price_path": [0.05, 0.0625, 0.0375, 0.0125, -0.025, -0.05, -0.125, -0.15, -0.125, -0.175, -0.0875, 0.1125, 0.225, 0.325, 0.25, 0.2, 0.1625, 0.0625, 0.0875, -0.025, 0.0, 0.05, 0.0, 0.05, 0.075, 0.075, 0.1, 0.025, 0.025, 0.025, 0.025, 0.125, 0.1375, 0.1, 0.125, 0.0875, 0.075, 0.075, 0.05, 0.0, -0.05, -0.075, -0.15, -0.2, -0.175, -0.25, -0.3125, -0.3875, -0.3875, -0.3625, -0.375, -0.225, -0.25, -0.2, -0.2375, -0.2, -0.2125, -0.175, -0.1375, -0.075, -0.025, -0.05, -0.075, 0.0, -0.025, -0.0625, -0.1375, -0.2, -0.2375, -0.225, -0.2625, -0.1125, -0.1125, -0.1, -0.15, -0.1375, -0.125, -0.1375, -0.2125, -0.175, -0.1875, -0.1625, -0.125, -0.075, -0.1, 0.0, -0.0625, -0.0625, -0.1625, -0.1625, -0.2675, -0.0542, -0.2042, -0.27, -0.2842, -0.2292, -0.2725, -0.2825, -0.2908, -0.205, 1.0375, 1.4267, 1.4733, 1.1467, 1.1533, 1.0492, 1.1275, 1.0633, 0.9558, 0.8942, 0.9467, 1.0917, 1.0842, 1.0342, 0.9833, 1.0117, 1.2225, 1.0783, 1.0658, 1.04, 1.0833, 1.0483, 1.0833, 0.9708, 0.9092, 0.8392, 0.8067, 0.9133, 0.9392, 0.88, 0.8708, 0.8125, 0.9217, 0.8725, 0.9667, 1.1433, 1.2242, 1.2717, 1.2858, 1.2267, 1.2458, 1.3333, 1.2525, 1.2617, 1.3983, 1.44, 1.445, 1.4883, 1.4242, 1.3792, 1.9983, 2.3483, 2.6942, 3.0475, 3.015, 2.9333, 3.0567, 3.0842, 3.1575, 3.2558, 3.8967, 3.595, 3.9075, 3.9667, 4.0275, 3.635, 3.875, 3.91, 3.7417, 3.9042, 4.0417, 4.0458, 3.9942, 3.8333, 3.7133, 3.6367, 3.5283, 3.7833, 3.7567, 3.7408, 3.58, 3.8142, 4.2492, 3.9483, 4.1483, 4.3033, 4.0083, 4.2142, 4.0767, 3.9692]}
{"unit_id": "reply:1917577842973430058", "ticker_idx": 2, "ts": "2025-04-30T13:52:39+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$VRNA & $SRRK would be top buyout odds for me", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Top pick NKTR; VRNA & SRRK flagged as top buyout candidates; FULC a small-cap M&A sleeper.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@pawcio2009 lol well putting my mouth where my money is means $NKTR is my top pick, but not a near term buyout candidate at this moment. \n\n$VRNA &amp; $SRRK would be top buyout odds for me.  $FULC a small cap sleeper that could surprise with M&amp;A like $RGLS.", "reply_text": null, "parent_text": "@A_May_MD I don’t believe it ever happened, nicely done 💪👏,  but more importantly give me your next buyout with a target price 🍻", "quoted_text": null, "parent_author": "pawcio2009", "ret_m1d": -0.00425400760551653, "ret_signed_m1d": -0.00425400760551653, "alpha_spy_m1d": -0.003857334923652034, "alpha_c_m1d": 0.0042176237291484675, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.008471631334664997, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00455793152763273, "ret_signed_p1d": -0.00455793152763273, "alpha_spy_p1d": -0.011645023615519445, "alpha_c_p1d": 0.02270769251357052, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": -0.02726562404120325, "ret_p1w": -0.09753871465681807, "ret_signed_p1w": -0.09753871465681807, "alpha_spy_p1w": -0.10945865061773019, "alpha_c_p1w": -0.06116085172759633, "bench_spy_p1w": 0.01191993596091212, "bench_c_p1w": -0.03637786292922174, "ret_p1m": -0.11850500263180497, "ret_signed_p1m": -0.11850500263180497, "alpha_spy_p1m": -0.18134994267775373, "alpha_c_p1m": -0.06276352150158926, "bench_spy_p1m": 0.06284494004594876, "bench_c_p1m": -0.05574148113021571, "ret_p3m": 0.12579761193690753, "ret_signed_p3m": 0.12579761193690753, "alpha_spy_p3m": -0.01739977524688152, "alpha_c_p3m": 0.1928393926180456, "bench_spy_p3m": 0.14319738718378905, "bench_c_p3m": -0.06704178068113809, "ret_p6m": -0.11060466139548375, "ret_signed_p6m": -0.11060466139548375, "alpha_spy_p6m": -0.3572840623639276, "alpha_c_p6m": -0.1451951474335228, "bench_spy_p6m": 0.24667940096844387, "bench_c_p6m": 0.03459048603803905, "ret_p1y": 0.4089942007560079, "ret_signed_p1y": 0.4089942007560079, "alpha_spy_p1y": 0.09455107384128647, "alpha_c_p1y": 0.3571765238130482, "bench_spy_p1y": 0.3144431269147214, "bench_c_p1y": 0.05181767694295969, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11850500263180497, "alpha_spy_stated": -0.18134994267775373, "alpha_c_stated": -0.06276352150158926, "price_path": [0.2932, 0.2276, 0.227, 0.217, 0.2162, 0.2729, 0.2373, 0.2139, 0.1589, 0.1252, 0.1301, 0.1434, 0.1264, 0.1228, 0.155, 0.1896, 0.1455, 0.1291, 0.1045, 0.1249, 0.0927, 0.1796, 0.1009, 0.127, 0.0981, 0.0978, 0.0939, 0.0681, 0.0483, 0.0875, 0.0498, 0.0514, 0.055, 0.0295, 0.0322, 0.0222, 0.0043, 0.0273, 0.0112, -0.0228, 0.0137, -0.0021, -0.0231, -0.0866, -0.0112, -0.0672, -0.1826, -0.2088, -0.2565, -0.1778, -0.2005, -0.1492, -0.1209, -0.0817, -0.0957, -0.0656, -0.0942, -0.0386, -0.0119, 0.0447, -0.003, -0.0377, -0.0043, 0.0, -0.0046, 0.0, -0.0103, -0.1094, -0.0975, -0.0583, -0.0681, -0.0137, -0.0459, -0.072, -0.0632, -0.0717, -0.0836, -0.0416, -0.0665, -0.0744, -0.0884, -0.0741, -0.1231, -0.0933, -0.1185, -0.0957, -0.0599, -0.0635, 0.0407, 0.0401, 0.0352, 0.0459, 0.003, 0.0125, -0.014, -0.0237, -0.0535, 0.1036, 0.0343, 0.0112, 0.0152, 0.0881, 0.0781, 0.0881, 0.0763, 0.0258, 0.0802, 0.0936, 0.0781, 0.0404, 0.124, 0.1582, 0.1376, 0.1726, 0.1778, 0.2504, 0.3023, 0.2373, 0.2495, 0.2148, 0.2066, 0.1884, 0.1835, 0.127, 0.1325, 0.1495, 0.1258, 0.1048, 0.124, 0.1237, 0.0518, -0.046, -0.029, -0.0441, -0.0216, -0.0283, -0.0188, -0.0456, -0.0422, -0.0848, 0.0453, 0.051, 0.0784, 0.0128, 0.0264, 0.0474, 0.0112, -0.0079, 0.0064, 0.0447, -0.0143, -0.0456, -0.0404, -0.0404, -0.0507, -0.0325, -0.0377, 0.0231, -0.0173, -0.0292, -0.0131, -0.0629, -0.01, 0.0255, 0.0246, 0.048, 0.1775, 0.1656, 0.1316, 0.0538, 0.0693, 0.1386, 0.2094, 0.2002, 0.1756, 0.2455, 0.199, 0.0415, -0.0307, -0.0155, -0.1054, -0.151, -0.1516, -0.144, -0.1334, -0.1291, -0.0981, -0.0732, -0.0921, -0.1106]}
{"unit_id": "reply:1917577842973430058", "ticker_idx": 3, "ts": "2025-04-30T13:52:39+00:00", "symbol": "FULC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FULC a small cap sleeper that could surprise with M&A", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Top pick NKTR; VRNA & SRRK flagged as top buyout candidates; FULC a small-cap M&A sleeper.", "resolved_tickers": ["FULC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@pawcio2009 lol well putting my mouth where my money is means $NKTR is my top pick, but not a near term buyout candidate at this moment. \n\n$VRNA &amp; $SRRK would be top buyout odds for me.  $FULC a small cap sleeper that could surprise with M&amp;A like $RGLS.", "reply_text": null, "parent_text": "@A_May_MD I don’t believe it ever happened, nicely done 💪👏,  but more importantly give me your next buyout with a target price 🍻", "quoted_text": null, "parent_author": "pawcio2009", "ret_m1d": -0.051948003693320643, "ret_signed_m1d": -0.051948003693320643, "alpha_spy_m1d": -0.05155133101145615, "alpha_c_m1d": -0.043476372358655646, "bench_spy_m1d": -0.0003966726818644961, "bench_c_m1d": -0.008471631334664997, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13766239556801518, "ret_signed_p1d": 0.13766239556801518, "alpha_spy_p1d": 0.13057530348012847, "alpha_c_p1d": 0.16492801960921843, "bench_spy_p1d": 0.007087092087886715, "bench_c_p1d": -0.02726562404120325, "ret_p1w": 0.3168831940906871, "ret_signed_p1w": 0.3168831940906871, "alpha_spy_p1w": 0.304963258129775, "alpha_c_p1w": 0.35326105701990884, "bench_spy_p1w": 0.01191993596091212, "bench_c_p1w": -0.03637786292922174, "ret_p1m": 0.7857143299477893, "ret_signed_p1m": 0.7857143299477893, "alpha_spy_p1m": 0.7228693899018406, "alpha_c_p1m": 0.841455811078005, "bench_spy_p1m": 0.06284494004594876, "bench_c_p1m": -0.05574148113021571, "ret_p3m": 0.7480519963066794, "ret_signed_p3m": 0.7480519963066794, "alpha_spy_p3m": 0.6048546091228904, "alpha_c_p3m": 0.8150937769878175, "bench_spy_p3m": 0.14319738718378905, "bench_c_p3m": -0.06704178068113809, "ret_p6m": 1.4311688022159923, "ret_signed_p6m": 1.4311688022159923, "alpha_spy_p6m": 1.1844894012475484, "alpha_c_p6m": 1.3965783161779532, "bench_spy_p6m": 0.24667940096844387, "bench_c_p6m": 0.03459048603803905, "ret_p1y": 0.9116883937213549, "ret_signed_p1y": 0.9116883937213549, "alpha_spy_p1y": 0.5972452668066335, "alpha_c_p1y": 0.8598707167783952, "bench_spy_p1y": 0.3144431269147214, "bench_c_p1y": 0.05181767694295969, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7857143299477893, "alpha_spy_stated": 0.7228693899018406, "alpha_c_stated": 0.841455811078005, "price_path": [0.0597, 0.0857, 0.0286, -0.0104, -0.0078, 0.0156, -0.0052, -0.0416, -0.0571, -0.1065, -0.0753, -0.0364, -0.0416, -0.0208, -0.0026, 0.0, 0.0, -0.039, -0.039, -0.1377, -0.1247, -0.0675, -0.1584, -0.1506, -0.1558, -0.1636, -0.1844, -0.2286, -0.2312, -0.213, -0.2468, -0.1896, -0.1896, -0.2156, -0.2286, -0.2156, -0.1818, -0.1662, -0.1922, -0.2156, -0.1974, -0.2182, -0.2519, -0.2831, -0.2649, -0.3377, -0.3481, -0.2935, -0.3143, -0.2519, -0.3182, -0.3013, -0.2416, -0.2104, -0.2052, -0.1455, -0.1013, -0.0519, -0.0675, -0.0883, -0.0831, -0.0727, -0.0519, 0.0, 0.1377, 0.4597, 0.4883, 0.3896, 0.3169, 0.4052, 0.3948, 0.4753, 0.5039, 0.4623, 0.7143, 0.787, 0.8, 0.6909, 0.6234, 0.5896, 0.6727, 0.6494, 0.7922, 0.8364, 0.7857, 0.8078, 0.8273, 0.826, 0.8468, 0.8831, 0.8494, 0.7922, 0.774, 0.761, 0.7792, 0.7662, 0.6701, 0.6519, 0.8169, 0.8623, 0.8675, 0.8597, 0.9169, 0.8442, 0.787, 0.7766, 0.8, 0.7974, 0.8234, 1.039, 1.0545, 1.0805, 1.0338, 1.0519, 1.0364, 1.0468, 1.0623, 0.987, 0.8442, 0.8312, 1.0545, 1.0312, 1.0286, 1.0286, 0.9714, 0.7922, 0.7481, 0.774, 0.8078, 0.787, 0.8026, 0.7688, 0.6857, 0.6468, 0.6987, 0.7792, 0.7143, 0.7714, 0.7247, 0.7169, 0.7065, 0.6935, 0.787, 0.6649, 0.6935, 0.7221, 0.7273, 0.6831, 0.6649, 0.6935, 0.787, 0.9896, 0.8883, 0.8805, 0.8156, 0.8156, 0.8182, 0.8364, 0.8961, 0.9013, 0.9584, 0.9195, 0.9351, 0.9091, 1.1429, 1.2078, 1.2961, 1.2519, 1.3896, 1.4234, 1.4701, 1.3948, 1.4675, 1.4, 1.5013, 1.4987, 1.3351, 1.2727, 1.2571, 1.5039, 1.413, 1.3351, 1.3948, 1.5195, 1.3481, 1.3247, 1.3948, 1.5065, 1.5974, 1.4312]}
{"unit_id": "orig:1947288890160590949", "ticker_idx": 0, "ts": "2025-07-21T13:33:44+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think the data say success is far more likely than the market thinks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "High-conviction long ABVX: market underprices probability of success; author sees 10x+ upside based on clinical data read.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "I won't share in depth pitches like $NKTR often (2/year?).  Only with really compelling setups.  I've got another one now.  The market says PoS is VERY low and that upside could be 10x+.  Like with $NKTR, I think the data say success is far more likely than the market thinks.\n\nThe name is $ABVX (Abivax).", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018737724617803764, "ret_signed_m1d": -0.018737724617803764, "alpha_spy_m1d": -0.016845169681398597, "alpha_c_m1d": -0.024458949642199856, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": 0.005721225024396093, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013806739505185961, "ret_signed_p1d": -0.013806739505185961, "alpha_spy_p1d": -0.013949934944288644, "alpha_c_p1d": -0.03241991106906683, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.01861317156388087, "ret_p1w": 5.565088505017747, "ret_signed_p1w": 5.565088505017747, "alpha_spy_p1w": 5.552094917503839, "alpha_c_p1w": 5.533049479803842, "bench_spy_p1w": 0.012993587513907334, "bench_c_p1w": 0.03203902521390489, "ret_p1m": 5.800788634083547, "ret_signed_p1m": 5.800788634083547, "alpha_spy_p1m": 5.783230556997094, "alpha_c_p1m": 5.757535908775454, "bench_spy_p1m": 0.01755807708645274, "bench_c_p1m": 0.04325272530809321, "ret_p3m": 8.14497043562694, "ret_signed_p3m": 8.14497043562694, "alpha_spy_p3m": 8.085390631307089, "alpha_c_p3m": 8.04705896987741, "bench_spy_p3m": 0.059579804319850105, "bench_c_p3m": 0.0979114657495288, "ret_p6m": 10.719920346565612, "ret_signed_p6m": 10.719920346565612, "alpha_spy_p6m": 10.636111854320347, "alpha_c_p6m": 10.523982804264557, "bench_spy_p6m": 0.08380849224526532, "bench_c_p6m": 0.19593754230105476, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 5.800788634083547, "alpha_spy_stated": 5.783230556997094, "alpha_c_stated": 5.757535908775454, "price_path": [-0.3688, -0.3856, -0.359, -0.3328, -0.3166, -0.3254, -0.284, -0.2978, -0.2978, -0.3185, -0.2909, -0.2978, -0.3343, -0.3466, -0.3245, -0.3383, -0.3688, -0.4043, -0.3984, -0.4093, -0.4073, -0.4201, -0.428, -0.426, -0.4034, -0.4408, -0.4389, -0.4398, -0.4068, -0.4063, -0.3738, -0.2367, -0.2051, -0.1963, -0.1923, -0.2308, -0.2239, -0.2682, -0.3077, -0.3116, -0.3373, -0.4024, -0.4034, -0.4112, -0.3974, -0.3442, -0.3047, -0.2919, -0.2702, -0.2456, -0.2446, -0.2347, -0.215, -0.216, -0.2357, -0.1805, -0.1815, -0.1844, -0.1292, -0.1272, -0.0256, 0.0197, -0.0187, 0.0, -0.0138, 5.7653, 5.8797, 5.5572, 5.5651, 5.8836, 5.9857, 6.0779, 6.0952, 6.1075, 5.9931, 5.8136, 5.9053, 5.9162, 5.8047, 6.0917, 5.8925, 5.86, 5.9467, 5.9043, 5.8008, 6.0897, 6.3402, 6.6213, 6.6391, 6.86, 6.8333, 7.0513, 6.9911, 7.0858, 7.2495, 7.4369, 7.6815, 7.8757, 7.8018, 7.642, 7.4773, 7.285, 7.4684, 7.1144, 6.9882, 7.216, 7.1164, 7.1075, 7.0888, 7.141, 7.0868, 7.1696, 7.2179, 7.3728, 7.1262, 7.1726, 7.2761, 7.5473, 7.5809, 7.5316, 7.9359, 8.2475, 8.431, 8.6469, 8.429, 8.1627, 8.145, 8.0227, 8.0404, 7.9458, 7.9221, 7.9507, 8.3531, 8.2944, 8.7574, 9.285, 9.1006, 8.7485, 8.7278, 8.8235, 9.2465, 9.3817, 9.4655, 9.7554, 9.2002, 8.9507, 9.8866, 10.2051, 10.2258, 10.1391, 11.1203, 10.7475, 11.3974, 11.646, 11.3945, 11.3107, 10.8264, 10.3245, 9.9398, 9.9112, 10.2929, 10.3462, 11.1341, 11.5769, 12.1252, 11.3812, 10.6282, 9.9448, 9.929, 10.2041, 10.3353, 12.6805, 12.644, 13.3304, 13.0345, 12.8462, 12.643, 12.2993, 12.1923, 11.1529, 10.7456, 11.4734, 10.3895, 10.2821, 10.6371, 10.7988, 11.3284, 10.5187, 10.5483, 10.7199]}
{"unit_id": "reply:1952466264640860264", "ticker_idx": 0, "ts": "2025-08-04T20:26:47+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS $57…..going lower 🫡", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS; expects price to go lower from $57 on weak quarterly net adds.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@paulcerro $HIMS $57…..going lower 🫡", "reply_text": null, "parent_text": "$HIMS\n\nLowest quarterly net adds since Q2'23!!! (73k vs 91k)", "quoted_text": null, "parent_author": "paulcerro", "ret_m1d": 0.14103022247476416, "ret_signed_m1d": -0.14103022247476416, "alpha_spy_m1d": -0.13593446099578843, "alpha_c_m1d": -0.13593446099578843, "bench_spy_m1d": 0.005095761478975724, "bench_c_m1d": 0.005095761478975724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07907059354201718, "ret_signed_p1d": 0.07907059354201718, "alpha_spy_p1d": 0.08673025398706058, "alpha_c_p1d": 0.08673025398706058, "bench_spy_p1d": 0.007659660445043404, "bench_c_p1d": 0.007659660445043404, "ret_p1w": -0.13616717058643069, "ret_signed_p1w": 0.13616717058643069, "alpha_spy_p1w": 0.15960792889517328, "alpha_c_p1w": 0.15960792889517328, "bench_spy_p1w": 0.023440758308742593, "bench_c_p1w": 0.023440758308742593, "ret_p1m": -0.13346541401866874, "ret_signed_p1m": 0.13346541401866874, "alpha_spy_p1m": 0.16714525860845864, "alpha_c_p1m": 0.16714525860845864, "bench_spy_p1m": 0.0336798445897899, "bench_c_p1m": 0.0336798445897899, "ret_p3m": -0.2004683172973365, "ret_signed_p3m": 0.2004683172973365, "alpha_spy_p3m": 0.2916582140613402, "alpha_c_p3m": 0.2916582140613402, "bench_spy_p3m": 0.09118989676400369, "bench_c_p3m": 0.09118989676400369, "ret_p6m": -0.5605187424828582, "ret_signed_p6m": 0.5605187424828582, "alpha_spy_p6m": 0.65949752648916, "alpha_c_p6m": 0.65949752648916, "bench_spy_p6m": 0.09897878400630189, "bench_c_p6m": 0.09897878400630189, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13346541401866874, "alpha_spy_stated": 0.16714525860845864, "alpha_c_stated": 0.16714525860845864, "price_path": [-0.2457, -0.109, -0.0571, -0.0742, -0.0641, -0.0056, 0.1527, 0.1009, 0.0551, 0.1644, 0.1228, 0.1025, 0.0447, -0.036, -0.0124, -0.0389, -0.0393, -0.0562, 0.0187, 0.0225, -0.0142, -0.0344, -0.0495, 0.0146, 0.0241, -0.0049, 0.0367, 0.0294, -0.0007, 0.0767, 0.067, 0.1, 0.1567, -0.2439, -0.2264, -0.2541, -0.1664, -0.1101, -0.1021, -0.1362, -0.1452, -0.1358, -0.1279, -0.1182, -0.0771, -0.0946, -0.1374, -0.0629, -0.0911, -0.0661, -0.0996, -0.0926, -0.1427, -0.0992, 0.045, 0.0324, 0.0384, 0.0569, 0.0856, 0.1803, 0.192, 0.1266, 0.141, 0.0, -0.0791, -0.0805, -0.0645, -0.0998, -0.1362, -0.1295, -0.1511, -0.1711, -0.1877, -0.2403, -0.2187, -0.2082, -0.1972, -0.2257, -0.1832, -0.2073, -0.2053, -0.2372, -0.252, -0.1992, -0.1335, -0.1281, -0.1059, -0.1392, -0.1394, -0.0677, -0.0004, -0.0281, -0.0834, -0.0931, 0.0122, 0.0414, 0.0393, 0.0086, -0.0409, -0.0117, 0.0519, 0.0648, 0.0216, 0.0142, 0.0423, -0.0537, -0.0137, 0.0441, 0.0477, 0.0492, -0.0283, -0.0142, -0.027, 0.1304, 0.0654, -0.1034, -0.0749, -0.111, -0.1452, -0.1266, -0.1214, -0.1313, -0.1513, -0.1601, -0.2064, -0.1812, -0.2005, -0.2293, -0.2124, -0.2522, -0.261, -0.2606, -0.284, -0.2972, -0.3507, -0.3339, -0.3591, -0.3469, -0.3546, -0.3945, -0.3748, -0.3195, -0.332, -0.3084, -0.2839, -0.3244, -0.346, -0.3323, -0.2792, -0.2939, -0.2954, -0.2828, -0.3177, -0.3197, -0.3298, -0.3471, -0.3361, -0.3701, -0.3737, -0.3595, -0.3687, -0.3732, -0.3755, -0.382, -0.3858, -0.4049, -0.4152, -0.3982, -0.3748, -0.3613, -0.3613, -0.3899, -0.4292, -0.4175, -0.42, -0.4359, -0.4375, -0.4348, -0.4512, -0.4796, -0.4503, -0.4665, -0.4546, -0.4654, -0.4836, -0.462, -0.5121, -0.5238, -0.54, -0.5605]}
{"unit_id": "quote:1933230134292852743", "ticker_idx": 0, "ts": "2025-06-12T18:29:16+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This ban taking place would be very bad for $HIMS. There's a reason most of their ads refer directly to specific drugs. Get ready for that \"moat\" to fill in completely.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: proposed DTC drug ad ban would destroy their advertising-based moat, which author argues is their primary competitive advantage.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "Oh hey look!  What timing! \n\nThis ban taking place would be very bad for $HIMS.  There’s a reason most of their ads refer directly to specific drugs. \n\n“$HIMS moat is their great advertising!!!”  Yeah, ok.  Get ready for that “moat” to fill in completely. \n\nhttps://t.co/5LUqJgN3jL", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: SENATORS BERNIE SANDERS AND ANGUS KING TO PROPOSE BAN ON DIRECT-TO-CONSUMER DRUG ADS\n\n- would include TV, radio, print, digital, and social media\n- would apply to all prescription drug advertisements\n\n$HIMS $LLY $NVO", "parent_author": null, "ret_m1d": 0.007174100375595849, "ret_signed_m1d": -0.007174100375595849, "alpha_spy_m1d": -0.011132541307759314, "alpha_c_m1d": -0.011132541307759314, "bench_spy_m1d": -0.003958440932163465, "bench_c_m1d": -0.003958440932163465, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029221381260792434, "ret_signed_p1d": 0.029221381260792434, "alpha_spy_p1d": 0.018041422845284205, "alpha_c_p1d": 0.018041422845284205, "bench_spy_p1d": -0.011179958415508229, "bench_c_p1d": -0.011179958415508229, "ret_p1w": 0.12370952766506482, "ret_signed_p1w": -0.12370952766506482, "alpha_spy_p1w": -0.13648473377812043, "alpha_c_p1w": -0.13648473377812043, "bench_spy_p1w": -0.012775206113055604, "bench_c_p1w": -0.012775206113055604, "ret_p1m": -0.11706040704787823, "ret_signed_p1m": 0.11706040704787823, "alpha_spy_p1m": 0.15056645209453223, "alpha_c_p1m": 0.15056645209453223, "bench_spy_p1m": 0.033506045046654, "bench_c_p1m": 0.033506045046654, "ret_p3m": -0.028871417004805222, "ret_signed_p3m": 0.028871417004805222, "alpha_spy_p3m": 0.12096839527084957, "alpha_c_p3m": 0.12096839527084957, "bench_spy_p3m": 0.09209697826604435, "bench_c_p3m": 0.09209697826604435, "ret_p6m": -0.3391076211842182, "ret_signed_p6m": 0.3391076211842182, "alpha_spy_p6m": 0.4871387343064607, "alpha_c_p6m": 0.4871387343064607, "bench_spy_p6m": 0.14803111312224249, "bench_c_p6m": 0.14803111312224249, "ret_p1y": -0.4720910013863737, "ret_signed_p1y": 0.4720910013863737, "alpha_spy_p1y": 0.7366593618662214, "alpha_c_p1y": 0.7366593618662214, "bench_spy_p1y": 0.26456836047984766, "bench_c_p1y": 0.26456836047984766, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11706040704787823, "alpha_spy_stated": 0.15056645209453223, "alpha_c_stated": 0.15056645209453223, "price_path": [-0.4481, -0.4201, -0.393, -0.449, -0.4072, -0.4248, -0.392, -0.3454, -0.3519, -0.4163, -0.4415, -0.4901, -0.4829, -0.4567, -0.4537, -0.5102, -0.5452, -0.5141, -0.5433, -0.484, -0.5309, -0.5235, -0.5046, -0.4845, -0.5284, -0.5235, -0.5479, -0.5564, -0.5326, -0.5076, -0.5085, -0.5017, -0.3869, -0.4208, -0.3673, -0.2857, -0.2672, -0.1344, -0.084, -0.1006, -0.0908, -0.0339, 0.1199, 0.0695, 0.025, 0.1312, 0.0908, 0.071, 0.0149, -0.0635, -0.0406, -0.0663, -0.0667, -0.0831, -0.0103, -0.0066, -0.0423, -0.0619, -0.0766, -0.0143, -0.0051, -0.0332, 0.0072, 0.0, -0.0292, 0.046, 0.0366, 0.0686, 0.1237, -0.2654, -0.2485, -0.2754, -0.1902, -0.1354, -0.1277, -0.1608, -0.1696, -0.1605, -0.1528, -0.1433, -0.1034, -0.1204, -0.162, -0.0896, -0.1171, -0.0927, -0.1253, -0.1185, -0.1671, -0.1249, 0.0152, 0.003, 0.0087, 0.0268, 0.0546, 0.1466, 0.158, 0.0945, 0.1085, -0.0285, -0.1053, -0.1067, -0.0912, -0.1255, -0.1608, -0.1543, -0.1753, -0.1948, -0.2108, -0.2619, -0.2409, -0.2308, -0.2201, -0.2478, -0.2065, -0.2299, -0.228, -0.259, -0.2733, -0.222, -0.1582, -0.1529, -0.1314, -0.1638, -0.164, -0.0943, -0.0289, -0.0558, -0.1095, -0.119, -0.0166, 0.0117, 0.0096, -0.0201, -0.0682, -0.0399, 0.0219, 0.0345, -0.0075, -0.0147, 0.0126, -0.0807, -0.0418, 0.0143, 0.0178, 0.0192, -0.056, -0.0423, -0.0548, 0.0982, 0.035, -0.129, -0.1013, -0.1363, -0.1696, -0.1515, -0.1465, -0.1561, -0.1755, -0.1841, -0.229, -0.2045, -0.2233, -0.2513, -0.2348, -0.2735, -0.2821, -0.2817, -0.3045, -0.3172, -0.3692, -0.3529, -0.3774, -0.3655, -0.3731, -0.4117, -0.3927, -0.3389, -0.351, -0.3281, -0.3043, -0.3437, -0.3647, -0.3514, -0.2997, -0.3141, -0.3155, -0.3032, -0.3372, -0.3391]}
{"unit_id": "orig:1937843938963959874", "ticker_idx": 0, "ts": "2025-06-25T12:02:53+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "especially with the stock trading at $100M enterprise value with a P3 ready drug", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: Rezpeg addresses dupi non-responders; $100M EV with Phase-3-ready drug makes bear case unconvincing.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "That $NKTR’s drug will be used in some portion of the ~half of patients that either never respond to dupi or lose response to dupi *is* the bull case as far as I’m concerned.  If you think that to be true, you’re a bull, especially with the stock trading at $100M enterprise value with a P3 ready drug.\n\nI don’t see people saying it is going to “compete” with dupi, but would agree such takes are wrong.  No, Rezpeg is not as good as the $15B/year drug - but that in itself is not a bear case for a company being valued at $100M net of cash!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.16037087711900233, "ret_signed_m1d": -0.16037087711900233, "alpha_spy_m1d": -0.15981080655214386, "alpha_c_m1d": -0.15947461754819336, "bench_spy_m1d": -0.0005600705668584727, "bench_c_m1d": -0.000896259570808966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01923075033665156, "ret_signed_p1d": 0.01923075033665156, "alpha_spy_p1d": 0.011406940608581495, "alpha_c_p1d": 0.01684084025235766, "bench_spy_p1d": 0.007823809728070064, "bench_c_p1d": 0.0023899100842939003, "ret_p1w": -0.12328296871994182, "ret_signed_p1w": -0.12328296871994182, "alpha_spy_p1w": -0.14523905634140644, "alpha_c_p1w": -0.1341866520997409, "bench_spy_p1w": 0.021956087621464615, "bench_c_p1w": 0.010903683379799078, "ret_p1m": -0.14148354122581341, "ret_signed_p1m": -0.14148354122581341, "alpha_spy_p1m": -0.19086418042998055, "alpha_c_p1m": -0.16075162130598264, "bench_spy_p1m": 0.04938063920416713, "bench_c_p1m": 0.019268080080169225, "ret_p3m": 1.0717719811934905, "ret_signed_p3m": 1.0717719811934905, "alpha_spy_p3m": 0.9798415307768122, "alpha_c_p3m": 1.0485177162550519, "bench_spy_p3m": 0.09193045041667824, "bench_c_p3m": 0.02325426493843863, "ret_p6m": 0.5267856388442018, "ret_signed_p6m": 0.5267856388442018, "alpha_spy_p6m": 0.3871332119293449, "alpha_c_p6m": 0.3590347990048868, "bench_spy_p6m": 0.1396524269148569, "bench_c_p6m": 0.16775083983931505, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14148354122581341, "alpha_spy_stated": -0.19086418042998055, "alpha_c_stated": -0.16075162130598264, "price_path": [-0.5673, -0.5879, -0.6085, -0.6188, -0.6497, -0.6703, -0.66, -0.6909, -0.7167, -0.7476, -0.7476, -0.7373, -0.7424, -0.6806, -0.6909, -0.6703, -0.6858, -0.6703, -0.6755, -0.66, -0.6446, -0.6188, -0.5982, -0.6085, -0.6188, -0.5879, -0.5982, -0.6137, -0.6446, -0.6703, -0.6858, -0.6806, -0.6961, -0.6343, -0.6343, -0.6291, -0.6497, -0.6446, -0.6394, -0.6446, -0.6755, -0.66, -0.6652, -0.6549, -0.6394, -0.6188, -0.6291, -0.5879, -0.6137, -0.6137, -0.6549, -0.6549, -0.6981, -0.6102, -0.672, -0.6992, -0.705, -0.6823, -0.7002, -0.7043, -0.7078, -0.6724, -0.1604, 0.0, 0.0192, -0.1154, -0.1126, -0.1556, -0.1233, -0.1497, -0.194, -0.2194, -0.1978, -0.138, -0.1411, -0.1617, -0.1827, -0.171, -0.0841, -0.1435, -0.1487, -0.1593, -0.1415, -0.1559, -0.1415, -0.1878, -0.2133, -0.2421, -0.2555, -0.2115, -0.2009, -0.2253, -0.2291, -0.2531, -0.2081, -0.2284, -0.1896, -0.1168, -0.0834, -0.0639, -0.058, -0.0824, -0.0745, -0.0385, -0.0718, -0.068, -0.0117, 0.0055, 0.0076, 0.0254, -0.001, -0.0196, 0.2356, 0.3798, 0.5223, 0.6679, 0.6545, 0.6209, 0.6717, 0.683, 0.7133, 0.7538, 1.0179, 0.8935, 1.0223, 1.0467, 1.0718, 0.91, 1.0089, 1.0234, 0.954, 1.0209, 1.0776, 1.0793, 1.058, 0.9918, 0.9423, 0.9107, 0.8661, 0.9712, 0.9602, 0.9536, 0.8874, 0.9839, 1.1631, 1.0391, 1.1216, 1.1854, 1.0639, 1.1487, 1.092, 1.0477, 1.1566, 1.2297, 1.0577, 0.9238, 0.8633, 0.8929, 0.922, 0.9907, 1.035, 0.9804, 0.8527, 0.9464, 1.046, 1.0319, 1.0725, 0.8925, 0.864, 1.0137, 1.0725, 1.2558, 1.2394, 1.0986, 0.8836, 0.9619, 0.9811, 0.954, 0.967, 1.0185, 0.9828, 0.7555, 0.8784, 0.8304, 0.6882, 0.5601, 0.511, 0.6085, 0.4931, 0.5268]}
{"unit_id": "reply:1939641328809201986", "ticker_idx": 0, "ts": "2025-06-30T11:05:04+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "go ahead and study the oral vs injectable market in psoriasis and let me know how bullish that is for late coming oral therapies vs sparsely administered injectables. I know what I'm talking about on this.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR on injectable vs oral dynamics in derm; dismisses KYMR as a threat with no Ph1 data and equivalent cost burden.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Kymr doesn’t even have phase 1 data and the same trial costs apply to them.\n\nAlso, go ahead and study the oral vs injectable market in psoriasis and let me know how bullish that is for late coming oral therapies vs sparsely administered injectables.\n\nI know what I’m talking about on this.", "reply_text": null, "parent_text": "@A_May_MD I hear your enthusiasm on $nktr but orals like $KYMR are coming to atopic derm, and oral options are moving ahead faster. That’s why $NKTR is trading at negative EV. Plus don’t forget the immense amount of capital to run a ph3 AD study and commercialize in the space", "quoted_text": null, "parent_author": "Avocadosssss", "ret_m1d": -0.003095972261364044, "ret_signed_m1d": -0.003095972261364044, "alpha_spy_m1d": 0.001662455692514886, "alpha_c_m1d": 0.003284236923077666, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": -0.00638020918444171, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.048374612717438814, "ret_signed_p1d": -0.048374612717438814, "alpha_spy_p1d": -0.04805089858468503, "alpha_c_p1d": -0.06261916335918094, "bench_spy_p1d": -0.0003237141327537829, "bench_c_p1d": 0.014244550641742126, "ret_p1w": -0.1203560600614042, "ret_signed_p1w": -0.1203560600614042, "alpha_spy_p1w": -0.1243861561868227, "alpha_c_p1w": -0.12169157269080566, "bench_spy_p1w": 0.004030096125418492, "bench_c_p1w": 0.0013355126294014585, "ret_p1m": -0.14589784967110786, "ret_signed_p1m": -0.14589784967110786, "alpha_spy_p1m": -0.17278130459284124, "alpha_c_p1m": -0.1414465996090397, "bench_spy_p1m": 0.026883454921733385, "bench_c_p1m": -0.004451250062068146, "ret_p3m": 1.2801856741879485, "ret_signed_p3m": 1.2801856741879485, "alpha_spy_p3m": 1.20303104250891, "alpha_c_p3m": 1.2673397077835564, "bench_spy_p3m": 0.07715463167903858, "bench_c_p3m": 0.012845966404392062, "ret_p6m": 0.6536377434176173, "ret_signed_p6m": 0.6536377434176173, "alpha_spy_p6m": 0.53395640357471, "alpha_c_p6m": 0.48745999638820403, "bench_spy_p6m": 0.1196813398429073, "bench_c_p6m": 0.16617774702941324, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14589784967110786, "alpha_spy_stated": -0.17278130459284124, "alpha_c_stated": -0.1414465996090397, "price_path": [-0.5704, -0.6053, -0.6285, -0.6169, -0.6517, -0.6807, -0.7156, -0.7156, -0.7039, -0.7098, -0.6401, -0.6517, -0.6285, -0.6459, -0.6285, -0.6343, -0.6169, -0.5995, -0.5704, -0.5472, -0.5588, -0.5704, -0.5356, -0.5472, -0.5646, -0.5995, -0.6285, -0.6459, -0.6401, -0.6575, -0.5878, -0.5878, -0.582, -0.6053, -0.5995, -0.5937, -0.5995, -0.6343, -0.6169, -0.6227, -0.6111, -0.5937, -0.5704, -0.582, -0.5356, -0.5646, -0.5646, -0.6111, -0.6111, -0.6598, -0.5608, -0.6304, -0.661, -0.6676, -0.642, -0.6622, -0.6668, -0.6707, -0.6308, -0.0538, 0.1269, 0.1486, -0.0031, 0.0, -0.0484, -0.012, -0.0418, -0.0917, -0.1204, -0.096, -0.0286, -0.0321, -0.0553, -0.0789, -0.0658, 0.0321, -0.0348, -0.0406, -0.0526, -0.0325, -0.0488, -0.0325, -0.0848, -0.1134, -0.1459, -0.161, -0.1115, -0.0995, -0.1269, -0.1312, -0.1583, -0.1076, -0.1304, -0.0867, -0.0046, 0.0329, 0.055, 0.0615, 0.0341, 0.043, 0.0836, 0.0461, 0.0503, 0.1138, 0.1331, 0.1354, 0.1556, 0.1258, 0.1049, 0.3924, 0.555, 0.7156, 0.8796, 0.8646, 0.8266, 0.8839, 0.8967, 0.9307, 0.9764, 1.274, 1.1339, 1.279, 1.3065, 1.3348, 1.1525, 1.2639, 1.2802, 1.202, 1.2775, 1.3413, 1.3433, 1.3193, 1.2446, 1.1889, 1.1533, 1.1029, 1.2214, 1.209, 1.2016, 1.1269, 1.2357, 1.4377, 1.298, 1.3909, 1.4628, 1.3259, 1.4214, 1.3576, 1.3077, 1.4303, 1.5128, 1.3189, 1.168, 1.0998, 1.1331, 1.166, 1.2434, 1.2933, 1.2318, 1.0878, 1.1935, 1.3057, 1.2899, 1.3355, 1.1327, 1.1006, 1.2693, 1.3355, 1.5422, 1.5236, 1.3649, 1.1227, 1.2109, 1.2326, 1.202, 1.2167, 1.2748, 1.2345, 0.9783, 1.1169, 1.0627, 0.9025, 0.7581, 0.7028, 0.8127, 0.6827, 0.7206, 0.7005, 0.7217, 0.6536]}
{"unit_id": "reply:1918351077075718509", "ticker_idx": 0, "ts": "2025-05-02T17:05:12+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yeah my biggest position.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "NKTR is author's biggest position; remains bullish on phase 2 atopic dermatitis trial.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@mickeychiku Yeah my biggest position.  We’ll see if they can pull it off.", "reply_text": null, "parent_text": "@A_May_MD Are you still bullish on NKTR phase 2 AD?", "quoted_text": null, "parent_author": "mickeychiku", "ret_m1d": 0.03999998304579, "ret_signed_m1d": 0.03999998304579, "alpha_spy_m1d": 0.05462688500007329, "alpha_c_m1d": 0.05364326655977547, "bench_spy_m1d": -0.014626901954283289, "bench_c_m1d": -0.013643283513985471, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07999996609157989, "ret_signed_p1d": -0.07999996609157989, "alpha_spy_p1d": -0.07426564129415525, "alpha_c_p1d": -0.07718460172712838, "bench_spy_p1d": -0.005734324797424639, "bench_c_p1d": -0.0028153643644515114, "ret_p1w": -0.2133332994249132, "ret_signed_p1w": -0.2133332994249132, "alpha_spy_p1w": -0.20906354317494258, "alpha_c_p1w": -0.17110395508125398, "bench_spy_p1w": -0.004269756249970613, "bench_c_p1w": -0.042229344343659214, "ret_p1m": 0.0, "ret_signed_p1m": 0.0, "alpha_spy_p1m": -0.05175034561131242, "alpha_c_p1m": 0.03970266918112164, "bench_spy_p1m": 0.05175034561131242, "bench_c_p1m": -0.03970266918112164, "ret_p3m": 1.0684444851345485, "ret_signed_p3m": 1.0684444851345485, "alpha_spy_p3m": 0.9515062600920317, "alpha_c_p3m": 1.103707843120258, "bench_spy_p3m": 0.11693822504251683, "bench_c_p3m": -0.035263357985709454, "ret_p6m": 4.771555582682292, "ret_signed_p6m": 4.771555582682292, "alpha_spy_p6m": 4.561214446652802, "alpha_c_p6m": 4.72050916560678, "bench_spy_p6m": 0.21034113602948934, "bench_c_p6m": 0.051046417075512274, "ret_p1y": 6.480889214409722, "ret_signed_p1y": 6.480889214409722, "alpha_spy_p1y": 6.189218930277309, "alpha_c_p1y": 6.4133130702503305, "bench_spy_p1y": 0.2916702841324137, "bench_c_p1y": 0.0675761441593914, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0, "alpha_spy_stated": -0.05175034561131242, "alpha_c_stated": 0.03970266918112164, "price_path": [0.1067, 0.08, 0.04, 0.0133, -0.0667, -0.0933, -0.0667, -0.12, -0.0267, 0.1867, 0.3067, 0.4133, 0.3333, 0.28, 0.24, 0.1333, 0.16, 0.04, 0.0667, 0.12, 0.0667, 0.12, 0.1467, 0.1467, 0.1733, 0.0933, 0.0933, 0.0933, 0.0933, 0.2, 0.2133, 0.1733, 0.2, 0.16, 0.1467, 0.1467, 0.12, 0.0667, 0.0133, -0.0133, -0.0933, -0.1467, -0.12, -0.2, -0.2667, -0.3467, -0.3467, -0.32, -0.3333, -0.1733, -0.2, -0.1467, -0.1867, -0.1467, -0.16, -0.12, -0.08, -0.0133, 0.04, 0.0133, -0.0133, 0.0667, 0.04, 0.0, -0.08, -0.1467, -0.1867, -0.1733, -0.2133, -0.0533, -0.0533, -0.04, -0.0933, -0.08, -0.0667, -0.08, -0.16, -0.12, -0.1333, -0.1067, -0.0667, -0.0133, -0.04, 0.0667, 0.0, 0.0, -0.1067, -0.1067, -0.2187, 0.0089, -0.1511, -0.2213, -0.2364, -0.1778, -0.224, -0.2347, -0.2436, -0.152, 1.1733, 1.5884, 1.6382, 1.2898, 1.2969, 1.1858, 1.2693, 1.2009, 1.0862, 1.0204, 1.0764, 1.2311, 1.2231, 1.1698, 1.1156, 1.1458, 1.3707, 1.2169, 1.2036, 1.176, 1.2222, 1.1849, 1.2222, 1.1022, 1.0364, 0.9618, 0.9271, 1.0409, 1.0684, 1.0053, 0.9956, 0.9333, 1.0498, 0.9973, 1.0978, 1.2862, 1.3724, 1.4231, 1.4382, 1.3751, 1.3956, 1.4889, 1.4027, 1.4124, 1.5582, 1.6027, 1.608, 1.6542, 1.5858, 1.5378, 2.1982, 2.5716, 2.9404, 3.3173, 3.2827, 3.1956, 3.3271, 3.3564, 3.4347, 3.5396, 4.2231, 3.9013, 4.2347, 4.2978, 4.3627, 3.944, 4.2, 4.2373, 4.0578, 4.2311, 4.3778, 4.3822, 4.3271, 4.1556, 4.0276, 3.9458, 3.8302, 4.1022, 4.0738, 4.0569, 3.8853, 4.1351, 4.5991, 4.2782, 4.4916, 4.6569, 4.3422, 4.5618, 4.4151, 4.3004, 4.5822, 4.7716]}
{"unit_id": "thread:1910072468804346242", "ticker_idx": 0, "ts": "2025-04-09T20:48:58+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not making that mistake with $BBIO. The launch is going to be excellent. It seems obvious, but the price doesn't reflect that. Sticking to that conviction this round. I am getting ~$20.4M from my very rough model for 1Q Attruby revenue vs consensus ~$13M", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long BBIO; expects Attruby launch to crush expectations, own Q1 revenue estimate ~$20.4M well above ~$13M consensus.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Once again, $BBIO is currently where $VRNA was at this time last year.\n\nLaunch is going to absolutely crush initial (and current) expectations.  Felt obvious to me for $VRNA but I didn’t size it up the way I thought I should based on the assumption I was missing something.  Not making that mistake with $BBIO.  \n\nThe launch is going to be excellent.  It seems obvious, but the price doesn’t reflect that.  Sticking to that conviction this round.\n\n---\n\nMaybe overly aggressive versus consensus that I've seen ~$13M, but I am getting ~$20.4M from my very rough model for 1Q Attruby revenue.  $BBIO\n\nWe will see tomorrow!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017641586833710532, "ret_signed_m1d": 0.017641586833710532, "alpha_spy_m1d": -0.02818546120784471, "alpha_c_m1d": -0.01104853222439428, "bench_spy_m1d": 0.04582704804155524, "bench_c_m1d": 0.028690119058104813, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049520223030498745, "ret_signed_p1d": 0.049520223030498745, "alpha_spy_p1d": 0.03167732926938216, "alpha_c_p1d": 0.034841667248313835, "bench_spy_p1d": 0.017842893761116585, "bench_c_p1d": 0.01467855578218491, "ret_p1w": 0.04828218793835526, "ret_signed_p1w": 0.04828218793835526, "alpha_spy_p1w": 0.04479388787257732, "alpha_c_p1w": 0.04383407444024834, "bench_spy_p1w": 0.0034883000657779384, "bench_c_p1w": 0.00444811349810692, "ret_p1m": 0.10430203616984568, "ret_signed_p1m": 0.10430203616984568, "alpha_spy_p1m": -0.0070440535773366175, "alpha_c_p1m": 0.09636962658601655, "bench_spy_p1m": 0.1113460897471823, "bench_c_p1m": 0.007932409583829125, "ret_p3m": 0.4760135128354346, "ret_signed_p3m": 0.4760135128354346, "alpha_spy_p3m": 0.28142548089622177, "alpha_c_p3m": 0.47019675788696147, "bench_spy_p3m": 0.1945880319392128, "bench_c_p3m": 0.005816754948473113, "ret_p6m": 0.7174249247893092, "ret_signed_p6m": 0.7174249247893092, "alpha_spy_p6m": 0.46543999179145357, "alpha_c_p6m": 0.6540294343863216, "bench_spy_p6m": 0.2519849329978556, "bench_c_p6m": 0.06339549040298764, "ret_p1y": 1.4119466726360597, "ret_signed_p1y": 1.4119466726360597, "alpha_spy_p1y": 1.0729307472749443, "alpha_c_p1y": 1.2889257596058723, "bench_spy_p1y": 0.33901592536111536, "bench_c_p1y": 0.12302091303018736, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.4760135128354346, "alpha_spy_stated": 0.28142548089622177, "alpha_c_stated": 0.47019675788696147, "price_path": [-0.0885, -0.1, 0.0439, 0.102, 0.0833, 0.0557, 0.0458, 0.1167, 0.1093, 0.1479, 0.1634, 0.1349, 0.1238, 0.1284, 0.1133, 0.0588, -0.0396, 0.0207, 0.0381, 0.0121, -0.0142, -0.017, -0.0368, -0.0111, -0.0232, 0.0802, 0.0984, 0.1232, 0.1391, 0.1405, 0.1219, 0.0631, 0.0353, 0.06, 0.0802, 0.0217, 0.0381, 0.0823, -0.0025, -0.0229, -0.0282, 0.0009, 0.0087, 0.0, 0.0204, 0.0217, -0.0037, 0.0446, 0.0495, 0.0761, 0.152, 0.1371, 0.1173, 0.1266, 0.0867, 0.0699, 0.022, 0.0715, 0.0545, -0.0291, -0.0508, -0.0672, 0.0176, 0.0, 0.0495, 0.0786, 0.0597, 0.0477, 0.0483, 0.0371, 0.0579, 0.0904, 0.113, 0.1236, 0.1108, 0.1272, 0.1872, 0.1885, 0.1937, 0.1829, 0.1433, 0.1086, 0.0786, 0.0576, 0.1043, 0.0294, 0.0418, 0.0443, 0.0474, 0.0427, 0.0433, 0.0164, 0.0204, 0.0319, 0.0245, -0.0015, 0.0328, 0.06, 0.0975, 0.1613, 0.1767, 0.1866, 0.1953, 0.208, 0.2408, 0.2086, 0.2272, 0.2312, 0.2733, 0.2402, 0.238, 0.2916, 0.3053, 0.3757, 0.3736, 0.3965, 0.3884, 0.3364, 0.324, 0.3256, 0.3615, 0.3463, 0.3367, 0.4231, 0.4321, 0.4383, 0.476, 0.4536, 0.4578, 0.4466, 0.4395, 0.4206, 0.4166, 0.4296, 0.4132, 0.433, 0.4308, 0.4336, 0.4119, 0.463, 0.4661, 0.4779, 0.5231, 0.3869, 0.4222, 0.4417, 0.493, 0.5193, 0.5593, 0.584, 0.5884, 0.5172, 0.5138, 0.5128, 0.5546, 0.519, 0.4636, 0.5125, 0.5348, 0.6271, 0.602, 0.5475, 0.6045, 0.6041, 0.6521, 0.6803, 0.6558, 0.6391, 0.628, 0.585, 0.593, 0.5936, 0.584, 0.6506, 0.6209, 0.5952, 0.5939, 0.5676, 0.5166, 0.5491, 0.6082, 0.6076, 0.6552, 0.649, 0.636, 0.6902, 0.6781, 0.7115, 0.6958, 0.7174]}
{"unit_id": "reply:1922035064721846338", "ticker_idx": 0, "ts": "2025-05-12T21:04:03+00:00", "symbol": "CTMX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it probably grinds up from here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects CTMX to grind higher from current levels after beating benchmarks on ORR/PFS/Safety.", "resolved_tickers": ["CTMX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@avidresearch I did too.  Agree I think it probably grinds up from here.", "reply_text": null, "parent_text": "@A_May_MD Expected a bigger bounce for $CTMX. Maybe it will grind higher slowly. It beat my expectations on every benchmark (ORR/PFS/Safety)", "quoted_text": null, "parent_author": "avidresearch", "ret_m1d": -0.14799995422363277, "ret_signed_m1d": -0.14799995422363277, "alpha_spy_m1d": -0.14143931279869404, "alpha_c_m1d": -0.1790153916309738, "bench_spy_m1d": -0.006560641424938729, "bench_c_m1d": 0.03101543740734103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04799995422363279, "ret_signed_p1d": -0.04799995422363279, "alpha_spy_p1d": -0.04927803686763321, "alpha_c_p1d": -0.024491991962343973, "bench_spy_p1d": 0.0012780826440004223, "bench_c_p1d": -0.023507962261288817, "ret_p1w": -0.17600002288818362, "ret_signed_p1w": -0.17600002288818362, "alpha_spy_p1w": -0.1862411373239362, "alpha_c_p1w": -0.19746053475490444, "bench_spy_p1w": 0.010241114435752596, "bench_c_p1w": 0.02146051186672082, "ret_p1m": 0.19600000381469718, "ret_signed_p1m": 0.19600000381469718, "alpha_spy_p1m": 0.16718481954319264, "alpha_c_p1m": 0.15853876928378585, "bench_spy_p1m": 0.028815184271504535, "bench_c_p1m": 0.037461234530911325, "ret_p3m": -0.2900000095367432, "ret_signed_p3m": -0.2900000095367432, "alpha_spy_p3m": -0.39216846795897875, "alpha_c_p3m": -0.3055934680596346, "bench_spy_p3m": 0.10216845842223554, "bench_c_p3m": 0.015593458522891401, "ret_p6m": 0.6399999618530274, "ret_signed_p6m": 0.6399999618530274, "alpha_spy_p6m": 0.4694623086186389, "alpha_c_p6m": 0.4866541774019908, "bench_spy_p6m": 0.17053765323438852, "bench_c_p6m": 0.15334578445103664, "ret_p1y": 0.5119999885559081, "ret_signed_p1y": 0.5119999885559081, "alpha_spy_p1y": 0.22247187084320985, "alpha_c_p1y": 0.38024097021088443, "bench_spy_p1y": 0.28952811771269826, "bench_c_p1y": 0.13175901834502368, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19600000381469718, "alpha_spy_stated": 0.16718481954319264, "alpha_c_stated": 0.15853876928378585, "price_path": [-0.6968, -0.682, -0.6696, -0.6816, -0.682, -0.6796, -0.6736, -0.688, -0.7024, -0.7232, -0.7276, -0.73, -0.7292, -0.74, -0.7388, -0.754, -0.7532, -0.734, -0.732, -0.752, -0.7604, -0.7636, -0.74, -0.7468, -0.7584, -0.732, -0.7336, -0.7332, -0.732, -0.754, -0.7624, -0.7532, -0.7488, -0.7456, -0.768, -0.7564, -0.7828, -0.8176, -0.8272, -0.818, -0.8, -0.802, -0.7868, -0.7576, -0.7472, -0.748, -0.7376, -0.7, -0.7056, -0.708, -0.6936, -0.716, -0.7168, -0.7392, -0.7024, -0.6972, -0.6792, -0.6156, -0.6136, -0.6156, -0.564, -0.6288, -0.148, 0.0, -0.048, -0.2, -0.188, -0.148, -0.176, -0.184, -0.148, -0.108, -0.15, -0.04, 0.008, 0.06, 0.004, 0.06, 0.004, -0.04, 0.056, 0.054, 0.08, 0.128, 0.196, 0.1, -0.016, -0.048, -0.156, -0.072, -0.136, -0.144, -0.116, -0.076, -0.1, -0.092, -0.056, -0.008, 0.0, -0.052, -0.04, -0.004, 0.04, -0.032, -0.044, -0.04, -0.044, -0.048, -0.046, -0.048, -0.044, -0.028, -0.044, -0.04, -0.044, -0.1, -0.072, -0.124, -0.06, -0.044, -0.052, -0.132, -0.16, -0.06, -0.076, -0.256, -0.29, -0.296, -0.236, -0.152, -0.2, -0.212, -0.188, -0.152, -0.2, -0.188, -0.172, -0.18, -0.184, -0.168, -0.152, -0.16, -0.088, -0.128, -0.164, -0.172, -0.164, -0.2, -0.204, -0.216, -0.228, -0.184, -0.208, -0.176, -0.156, -0.036, 0.136, 0.16, 0.292, 0.276, 0.34, 0.312, 0.32, 0.312, 0.332, 0.348, 0.38, 0.344, 0.36, 0.368, 0.364, 0.312, 0.28, 0.496, 0.446, 0.356, 0.32, 0.304, 0.344, 0.328, 0.304, 0.332, 0.428, 0.572, 0.636, 0.684, 0.676, 0.448, 0.676, 0.64]}
{"unit_id": "thread:1939436827317764230", "ticker_idx": 0, "ts": "2025-06-29T21:32:27+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "at a measly $100M enterprise value, I feel strongly that the market has not yet priced $NKTR appropriately… this stock sitting on a P3 ready atopic derm drug with numerous other shots on goal and a paltry <$200M EV…it just looks like a steal to me", "tweet_type": "analysis", "timeline": "months", "summary": "Long NKTR: $100M EV is far too cheap given competitive AtD data, alopecia areata optionality, Dapi royalty stream, LLY lawsuit upside, and completed cash raise removing the overhang.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨PITCH UPDATE🚨$NKTR (link to master document below)\n\nThe atopic dermatitis readout I pitched was a success, and the stock is up >150%!\n\nWith that said, at a measly $100M enterprise value, I feel strongly that the market has not yet priced $NKTR appropriately in light of the AtD results and everything else that the company has going for it:\n\n➡️A real opportunity in Alopecia Areata\n➡️Now significantly increased odds of a big payout in the $LLY \"botched data\" lawsuit\n➡️What I estimate to be $50-$150M in potential value from licensing their Dapirolizumab royalty stream (yes, this asset alone could, in my opinion, be worth more than their entire current enterprise value...)\n\nWhy is it so cheap?!  Well, the market was obviously getting this one wrong to begin with, as the 0% probability of success they were given in atopic derm was clearly wrong 😜\n\nBut, beyond that, there are 2 other major factors to consider that could help explain the cheap $100M EV price tag:\n1⃣I suspect the company is going to raise cash via stock offering this week.  This is not a bad thing, but it can often leave a cap on upside as funds often delay open market purchasing until stock offerings have been completed.  I personally would expect the stock to rally off of a raise that is well-executed.  I know there is some talk about partnership possibilities, but I still think it is best and most likely that a raise gets done.\n2⃣$NKTR just finished up getting deleted from the Russell 3,000 index this past Friday!  This likely created false selling pressure throughout the entire last month, however that all culminated on Friday - especially in the last 10 minutes where $NKTR experienced a visible sharp drop-off likely related to trading dynamics from this index deletion!\n      ↪️Check out this thread by @KevinLMak  that explains why such deletions often cause dramatic price moves in the last few minutes of trading  https://t.co/3TdUNieMKq\n\nLike with my original pitch, I will openly share my diligence with you all for free via google doc linked right here 👉https://t.co/Eu9xhukcGy\n\nHowever, in this X thread I want to discuss 2 highlights of the document that I think drive home $NKTR's current valuation as pitifully cheap:\n1⃣The AtD data are very competitive, and the market is clearly not understanding how massive the unmet need is for new drugs in this condition!\n2⃣$NKTR now has a real shot on goal at a second blockbuster indication in alopecia areata, which is not even close to being accounted for in its current valuation.\n\n---\n\n$NKTR Rezpeg is a highly competitive drug in atopic derm, and people are underestimating how big this market is!\n\nThe Data:\n➡️Rezpeg:  EASI75 (Abs/Delta) = 44%/27%\n➡️Dupi:       EASI75 (Abs/Delta) = 47%/33%\n\nAs you can see, the efficacy on the primary/registrational endpoint is very close to dupilumab's!!!\n\n💡Rezpeg's efficacy is basically indistinguishable from the upcoming Ox40 class (which pharma giants $AMGN and $SNY both have seen fit to bring their own drug to market for despite the fact that they will be competing with each other having the same MoA...).\n       ↪️With that in mind, how can it be that $NKTR's enterprise value is only $100M⁉️  Pharma companies don't mess around with opportunities that small, especially when they know their market is going to be split by a competitor with the same MoA!  $NKTR's unique MoA with Ox40-level efficacy would seem clearly worth more than $100M to me...\n\nThis brings me to the big misconception that I am seeing:  The market clearly does not appreciate how giant the unmet need is in atopic dermatitis!\n       ↪️In the last few days I have come to realize that there is this misconception out there that Dupi has taken care of atopic derm, but this could not be further from the truth!\n\n👉Only about half of Dupi patients even respond (with EASI75 efficacy) to the drug in the first place!\n       ↪️Another 5-10% will have side effects like conjunctivitis\n       ↪️Increasingly, now that Dupi has been on the market long enough, we (yes \"we\", as I am a board certified dermatologist myself) are seeing people lose their response to dupilumab over time.  This phenomenon has long been seen with psoriasis medications, and it opens the door/need even further for new drugs with new MOAs on top of the ~half of the market that doesn't have great efficacy/safety in the first place!\n\nSpeaking of psoriasis, let's use that market as a case study to drive home the point that there is a TON of room for new drugs in atopic derm!\n1⃣ There are WAY more atopic derm patients than psoriasis patients to begin with...AtD is >2x larger as an indication!\n2⃣Psoriasis drugs are WAY more efficacious than dupilumab is in atopic derm\n       ↪️Only ~50% of AtD patients meet EASI75 efficacy on dupi, while >90% of Psoriasis patients meet PASI75 efficacy on drugs like Skyrizi and Taltz (among many others!!!)\n3⃣Despite psoriasis having far fewer patients and far fewer patients among them who don't respond to therapy than atopic dermatitis, there are MANY more successful drugs currently in the psoriasis landscape than there are for atopic dermatitis.\n\nThis Psoriasis market comp is fantastic evidence that the door for new drugs to reach blockbuster status in atopic derm is wide open, but lets drive that home with another point:  👉The brand new Nemluvio and Ebglyss launches in atopic derm are smashing expectations, proving that the market is already being proven wrong about AtD being \"well-served\" with dupi.\n1⃣Nemluvio is a terrible drug for atopic derm...its EASI75 delta was 13%, vs 33% for dupi, and 27% for Rezpeg.  AWFUL!\n      ↪️But!  Nemluvio is a different mechanism of action (IL-31) from the 3 other IL4/13 biologics currently approved for AtD (Dupi, Lebri, and Tralo).  The fact that a drug with such awful efficacy is launching so well goes to show how badly we dermatologists need drugs with alternative MoAs for the MANY people who are failing the IL4/13 inhibitors!\n2⃣Ebglyss is a great atopic derm drug, BUT it is a \"me-three\" drug with the same pathway as Dupi and Tralo that both came years before it.  Still, despite that, it is launching WAY faster than anyone imagined, breaking the pace of monster drug launches like Skyrizi!\n       ↪️Its main point of differentiation is Q4W instead of Q2W dosing.  Now, imagine if $NKTR's P1b proof of concept for the possibility of Q12W dosing plays out in larger studies...That $APGE valuation of $2.6B (with $APGE's me-four mechanism of action) starts looking pretty incredible for $NKTR (it would be ~$200/share at $NKTR's current OS...)\n\nIn my opinion, everything that I'm looking at here, from the psoriasis market supporting many successful drugs with a much smaller market/need, to pharma giants like $AMGN and $SNY pushing forward with AtD drugs that look identical to Rezpeg's efficacy, to the rocket launches of Ebglyss and Nemluvio in atopic derm just in the last 6-7 months...it all screams to me that the market for more MoAs in atopic derm is going to be extremely robust, and that the current $100M enterprise value for $NKTR is far too cheap!\n\n---\n\n$NKTR  I think that Nektar should also be getting some credit in its valuation for the possibility that Rezpeg could hit in alopecia areata by the end of this very year!\n\nThe AA P2 study is ongoing, and prior to AtD hitting, it was deservedly adding $0 in value to the company.  However, now that Rezpeg's success in AtD has proven beyond the shadow of a doubt that the drug is active, it is time we start considering the possibility that this AA shot on goal could actually work!\n\n‼️In fact!  You may be surprised by this statement‼️: \nRezpeg has never failed to show benefit in skin disease in any of the diseases it has been studied in so far (atopic derm, psoriasis, and lupus). \n       ↪️Yes, that means that if Rezpeg fails in AA, it would be literally the first time it has ever failed in cutaneous disease.  The drug really appears to be active in the skin based on what we have seen so far!\n\nOn top of that, we have intriguing proof of concept data from old studies of low dose IL-2 that suggest Rezpeg's MoA might actually be active in alopecia areata!\n      ↪️Although the old low-dose IL-2 RCT failed to show stat sig benefits, there were trends toward efficacy despite questionable dosing protocols (efficacy was assessed 9 MONTHS after the last dose was given⁉️🤔), and PD data showing that the low dose IL-2 didn't even create stat sig increases in T-Reg cells (which Rezpeg consistently HAS shown in its studies).\n       ❓So, could NKTR's superior drug (which has also engineered out the problematic pro-inflammatory aspects of natural IL-2) build on these early signs of efficacy and actually hit in the upcoming AA study?\n\n➡️Previously, even I attributed zero value to this shot on goal.  But now, the evidence is strong enough that we have to consider what would happen if this AA trial surprises to the upside.\n      ↪️The current AA market offers JAK inhibitors as the only advanced treatment option for patients...This means that ANY safe biologic that can show stat sig efficacy in AA would be used FIRST, BEFORE JAK inhibitors (due to their safety issues that dermatologists are averse to).  The bar for success here is LOW.  If $NKTR can just hit stat sig at all, it will be a big. deal. \n\n🤑AA is a very difficult disease, so the odds of success here are lower than they were for AtD.  However, the reward upside here is very clear - this could be another billion dollar opportunity for $NKTR, and it is now time to start giving the company some valuation credit for this legitimate shot on goal!  \n\nThe $100M EV for the entire company, in my opinion, isn't cutting it!\n\n---\n\nAs predicted $NKTR raised cash!  I strongly believe that anticipation of this offering was holding the stock back.\n\nThe interesting part to me is that $100M here is tiny.  This is as small of a raise as I thought they would even consider.  I have no doubt they could’ve raised more if they wanted to, but they are staying small with this.  Interesting! 🧐 \n\nThis, IMO, increases the probabilities that they are:\n1️⃣ Anticipating further sources of capital coming in soon (Dapi royalty and or $LLY settlement)\n2️⃣ Actually serious about being able to find a partner/deal for Rezpeg in AtD\n\nAny of those, of course, would likely be excellent news.  For now, this stock sitting on a P3 ready atopic derm drug with numerous other shots on goal and a paltry <$200M EV…it just looks like a steal to me (congrats to the funds who were able to get allocated 😅).\n\nHopefully $NKTR follows the recent biotech trend of share offerings removing the lid from the price action 📈 🤞🏻", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.003095972261364044, "ret_signed_m1d": -0.003095972261364044, "alpha_spy_m1d": 0.001662455692514886, "alpha_c_m1d": 0.003284236923077666, "bench_spy_m1d": -0.00475842795387893, "bench_c_m1d": -0.00638020918444171, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.048374612717438814, "ret_signed_p1d": -0.048374612717438814, "alpha_spy_p1d": -0.04805089858468503, "alpha_c_p1d": -0.06261916335918094, "bench_spy_p1d": -0.0003237141327537829, "bench_c_p1d": 0.014244550641742126, "ret_p1w": -0.1203560600614042, "ret_signed_p1w": -0.1203560600614042, "alpha_spy_p1w": -0.1243861561868227, "alpha_c_p1w": -0.12169157269080566, "bench_spy_p1w": 0.004030096125418492, "bench_c_p1w": 0.0013355126294014585, "ret_p1m": -0.14589784967110786, "ret_signed_p1m": -0.14589784967110786, "alpha_spy_p1m": -0.17278130459284124, "alpha_c_p1m": -0.1414465996090397, "bench_spy_p1m": 0.026883454921733385, "bench_c_p1m": -0.004451250062068146, "ret_p3m": 1.2801856741879485, "ret_signed_p3m": 1.2801856741879485, "alpha_spy_p3m": 1.20303104250891, "alpha_c_p3m": 1.2673397077835564, "bench_spy_p3m": 0.07715463167903858, "bench_c_p3m": 0.012845966404392062, "ret_p6m": 0.6536377434176173, "ret_signed_p6m": 0.6536377434176173, "alpha_spy_p6m": 0.53395640357471, "alpha_c_p6m": 0.48745999638820403, "bench_spy_p6m": 0.1196813398429073, "bench_c_p6m": 0.16617774702941324, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14589784967110786, "alpha_spy_stated": -0.17278130459284124, "alpha_c_stated": -0.1414465996090397, "price_path": [-0.5704, -0.6053, -0.6285, -0.6169, -0.6517, -0.6807, -0.7156, -0.7156, -0.7039, -0.7098, -0.6401, -0.6517, -0.6285, -0.6459, -0.6285, -0.6343, -0.6169, -0.5995, -0.5704, -0.5472, -0.5588, -0.5704, -0.5356, -0.5472, -0.5646, -0.5995, -0.6285, -0.6459, -0.6401, -0.6575, -0.5878, -0.5878, -0.582, -0.6053, -0.5995, -0.5937, -0.5995, -0.6343, -0.6169, -0.6227, -0.6111, -0.5937, -0.5704, -0.582, -0.5356, -0.5646, -0.5646, -0.6111, -0.6111, -0.6598, -0.5608, -0.6304, -0.661, -0.6676, -0.642, -0.6622, -0.6668, -0.6707, -0.6308, -0.0538, 0.1269, 0.1486, -0.0031, 0.0, -0.0484, -0.012, -0.0418, -0.0917, -0.1204, -0.096, -0.0286, -0.0321, -0.0553, -0.0789, -0.0658, 0.0321, -0.0348, -0.0406, -0.0526, -0.0325, -0.0488, -0.0325, -0.0848, -0.1134, -0.1459, -0.161, -0.1115, -0.0995, -0.1269, -0.1312, -0.1583, -0.1076, -0.1304, -0.0867, -0.0046, 0.0329, 0.055, 0.0615, 0.0341, 0.043, 0.0836, 0.0461, 0.0503, 0.1138, 0.1331, 0.1354, 0.1556, 0.1258, 0.1049, 0.3924, 0.555, 0.7156, 0.8796, 0.8646, 0.8266, 0.8839, 0.8967, 0.9307, 0.9764, 1.274, 1.1339, 1.279, 1.3065, 1.3348, 1.1525, 1.2639, 1.2802, 1.202, 1.2775, 1.3413, 1.3433, 1.3193, 1.2446, 1.1889, 1.1533, 1.1029, 1.2214, 1.209, 1.2016, 1.1269, 1.2357, 1.4377, 1.298, 1.3909, 1.4628, 1.3259, 1.4214, 1.3576, 1.3077, 1.4303, 1.5128, 1.3189, 1.168, 1.0998, 1.1331, 1.166, 1.2434, 1.2933, 1.2318, 1.0878, 1.1935, 1.3057, 1.2899, 1.3355, 1.1327, 1.1006, 1.2693, 1.3355, 1.5422, 1.5236, 1.3649, 1.1227, 1.2109, 1.2326, 1.202, 1.2167, 1.2748, 1.2345, 0.9783, 1.1169, 1.0627, 0.9025, 0.7581, 0.7028, 0.8127, 0.6827, 0.7206, 0.7005, 0.7217, 0.6536]}
{"unit_id": "reply:1949888422279065685", "ticker_idx": 0, "ts": "2025-07-28T17:43:21+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX 16.4% clinical remission delta is *higher* than literally any biologic drug has shown in P3, ever…hard to see how this isn't about to be a huge drug", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX: 16.4% clinical remission delta exceeds any biologic in P3 history; poised to be a blockbuster drug.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BiotechObserver Idk, but $ABVX 16.4% clinical remission delta is *higher* than literally any biologic drug has shown in P3, ever…so, yeah.  No matter how you look at it, hard to see how this isn’t about to be a huge drug.", "reply_text": null, "parent_text": "@A_May_MD The bloodwork, tests, monitoring, etc really do get in the way of initiating these oral drugs. But how much of their poor market performance is due to perception that biologics simply work better and it's better to start off on most efficacious systemic drug in first line?", "quoted_text": null, "parent_author": "BiotechObserver", "ret_m1d": -0.0012017700378764706, "ret_signed_m1d": -0.0012017700378764706, "alpha_spy_m1d": -0.0014529990058068654, "alpha_c_m1d": -0.00999767570928023, "bench_spy_m1d": 0.00025122896793039473, "bench_c_m1d": 0.008795905671403759, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0485204051635999, "ret_signed_p1d": 0.0485204051635999, "alpha_spy_p1d": 0.051157970221051174, "alpha_c_p1d": 0.05487703425474377, "bench_spy_p1d": -0.0026375650574512743, "bench_c_p1d": -0.006356629091143873, "ret_p1w": 0.08261979908687933, "ret_signed_p1w": 0.08261979908687933, "alpha_spy_p1w": 0.09167876881364334, "alpha_c_p1w": 0.09947240108662914, "bench_spy_p1w": -0.00905896972676401, "bench_c_p1w": -0.016852601999749806, "ret_p1m": 0.19723595183430387, "ret_signed_p1m": 0.19723595183430387, "alpha_spy_p1m": 0.18433045636291667, "alpha_c_p1m": 0.18422678141113225, "bench_spy_p1m": 0.012905495471387196, "bench_c_p1m": 0.013009170423171623, "ret_p3m": 0.3633769348400193, "ret_signed_p3m": 0.3633769348400193, "alpha_spy_p3m": 0.29714201124249806, "alpha_c_p3m": 0.27905565640773733, "bench_spy_p3m": 0.06623492359752126, "bench_c_p3m": 0.08432127843228199, "ret_p6m": 0.7859396114567216, "ret_signed_p6m": 0.7859396114567216, "alpha_spy_p6m": 0.6877529749775779, "alpha_c_p6m": 0.6267563063911954, "bench_spy_p6m": 0.09818663647914372, "bench_c_p6m": 0.15918330506552625, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19723595183430387, "alpha_spy_stated": 0.18433045636291667, "alpha_c_stated": 0.18422678141113225, "price_path": [-0.8973, -0.8909, -0.893, -0.893, -0.8962, -0.892, -0.893, -0.8986, -0.9005, -0.8971, -0.8992, -0.9039, -0.9093, -0.9084, -0.91, -0.9097, -0.9117, -0.9129, -0.9126, -0.9091, -0.9148, -0.9145, -0.9147, -0.9096, -0.9096, -0.9046, -0.8837, -0.8789, -0.8776, -0.877, -0.8828, -0.8818, -0.8885, -0.8945, -0.8951, -0.8991, -0.909, -0.9091, -0.9103, -0.9082, -0.9001, -0.8941, -0.8921, -0.8888, -0.8851, -0.8849, -0.8834, -0.8804, -0.8806, -0.8836, -0.8752, -0.8753, -0.8758, -0.8674, -0.8671, -0.8516, -0.8447, -0.8505, -0.8477, -0.8498, 0.0305, 0.0479, -0.0012, 0.0, 0.0485, 0.0641, 0.0781, 0.0807, 0.0826, 0.0652, 0.0379, 0.0518, 0.0535, 0.0365, 0.0802, 0.0499, 0.0449, 0.0581, 0.0517, 0.0359, 0.0799, 0.1181, 0.1609, 0.1636, 0.1972, 0.1932, 0.2264, 0.2172, 0.2316, 0.2566, 0.2851, 0.3224, 0.352, 0.3407, 0.3164, 0.2913, 0.262, 0.2899, 0.236, 0.2168, 0.2515, 0.2363, 0.2349, 0.2321, 0.24, 0.2318, 0.2444, 0.2518, 0.2753, 0.2378, 0.2449, 0.2606, 0.3019, 0.307, 0.2995, 0.3611, 0.4086, 0.4365, 0.4694, 0.4362, 0.3957, 0.393, 0.3743, 0.377, 0.3626, 0.359, 0.3634, 0.4247, 0.4157, 0.4863, 0.5666, 0.5385, 0.4849, 0.4817, 0.4963, 0.5608, 0.5813, 0.5941, 0.6383, 0.5537, 0.5157, 0.6583, 0.7068, 0.7099, 0.6967, 0.8462, 0.7894, 0.8884, 0.9262, 0.8879, 0.8752, 0.8014, 0.725, 0.6664, 0.662, 0.7201, 0.7283, 0.8483, 0.9157, 0.9992, 0.8859, 0.7712, 0.6671, 0.6647, 0.7066, 0.7266, 1.0838, 1.0783, 1.1828, 1.1377, 1.1091, 1.0781, 1.0258, 1.0095, 0.8511, 0.7891, 0.9, 0.7349, 0.7185, 0.7726, 0.7972, 0.8779, 0.7545, 0.7591, 0.7852, 0.8028, 0.8571, 0.8345, 0.8158, 0.7859]}
{"unit_id": "quote:1906775769189142809", "ticker_idx": 0, "ts": "2025-03-31T18:29:04+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the kind of stuff that should not be participating in any Peter Marks related selloff, IMO.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SRRK: clean dataset, established endpoint, no safety issues — FDA approval expected regardless of regulatory leadership changes; selloff is unwarranted.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$SRRK has a squeaky clean dataset with the well established regulatory endpoint in a fatal genetic rare disease and no known significant safety events *whatsoever*. \n\nWhoever steps in at the FDA isn’t blocking this drug.  The SMA community would stage a violent revolt 😅.\n\nThis is the kind of stuff that should not be participating in any Peter Marks related selloff, IMO.", "reply_text": null, "parent_text": null, "quoted_text": "Priority review (and likely approval) for apitegromab &lt;1 year from top line data.  Fantastic execution by the company. \n\nMyostatin 💪🏻 💪🏻 $SRRK $IBIO\n\n https://t.co/4q36xOumoK", "parent_author": null, "ret_m1d": 0.021461853622419813, "ret_signed_m1d": 0.021461853622419813, "alpha_spy_m1d": 0.0281297831209929, "alpha_c_m1d": 0.03166677643744642, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.010204922815026607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06500783703708979, "ret_signed_p1d": -0.06500783703708979, "alpha_spy_p1d": -0.0678322800928125, "alpha_c_p1d": -0.04672143311641841, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": -0.01828640392067138, "ret_p1w": -0.19004666626324618, "ret_signed_p1w": -0.19004666626324618, "alpha_spy_p1w": -0.09170743037096696, "alpha_c_p1w": -0.11101098089086947, "bench_spy_p1w": -0.09833923589227922, "bench_c_p1w": -0.07903568537237671, "ret_p1m": 0.023639137961515955, "ret_signed_p1m": 0.023639137961515955, "alpha_spy_p1m": 0.0323093051510186, "alpha_c_p1m": 0.06158176408334848, "bench_spy_p1m": -0.008670167189502642, "bench_c_p1m": -0.03794262612183252, "ret_p3m": 0.05007765845231282, "ret_signed_p3m": 0.05007765845231282, "alpha_spy_p3m": -0.05733582133411508, "alpha_c_p3m": 0.10930214218303491, "bench_spy_p3m": 0.1074134797864279, "bench_c_p3m": -0.05922448373072209, "ret_p6m": 0.15832037048243164, "ret_signed_p6m": 0.15832037048243164, "alpha_spy_p6m": -0.03941620248682853, "alpha_c_p6m": 0.19623651075616344, "bench_spy_p6m": 0.19773657296926017, "bench_c_p6m": -0.0379161402737318, "ret_p1y": 0.5349921036363614, "ret_signed_p1y": 0.5349921036363614, "alpha_spy_p1y": 0.35021685525974955, "alpha_c_p1y": 0.5051677622484583, "bench_spy_p1y": 0.18477524837661186, "bench_c_p1y": 0.02982434138790313, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.023639137961515955, "alpha_spy_stated": 0.0323093051510186, "alpha_c_stated": 0.06158176408334848, "price_path": [0.4224, 0.3829, 0.3347, 0.3443, 0.3736, 0.405, 0.3331, 0.2591, 0.2706, 0.2594, 0.325, 0.2918, 0.3785, 0.3655, 0.3415, 0.396, 0.4535, 0.4121, 0.3608, 0.3232, 0.317, 0.3238, 0.2566, 0.256, 0.2457, 0.2449, 0.303, 0.2666, 0.2426, 0.1863, 0.1518, 0.1568, 0.1705, 0.153, 0.1493, 0.1823, 0.2177, 0.1726, 0.1558, 0.1306, 0.1515, 0.1185, 0.2075, 0.1269, 0.1537, 0.1241, 0.1238, 0.1198, 0.0933, 0.0731, 0.1132, 0.0747, 0.0762, 0.0799, 0.0538, 0.0566, 0.0463, 0.028, 0.0516, 0.0351, 0.0003, 0.0376, 0.0215, 0.0, -0.065, 0.0121, -0.0451, -0.1633, -0.19, -0.2389, -0.1583, -0.1816, -0.1291, -0.1002, -0.06, -0.0743, -0.0435, -0.0728, -0.0159, 0.0115, 0.0694, 0.0205, -0.0149, 0.0193, 0.0236, 0.019, 0.0236, 0.0131, -0.0883, -0.0762, -0.0361, -0.046, 0.0096, -0.0233, -0.0501, -0.0411, -0.0498, -0.0619, -0.019, -0.0445, -0.0526, -0.0669, -0.0523, -0.1023, -0.0719, -0.0977, -0.0743, -0.0376, -0.0414, 0.0653, 0.0647, 0.0597, 0.0706, 0.0267, 0.0364, 0.0093, -0.0006, -0.0311, 0.1297, 0.0588, 0.0351, 0.0392, 0.1138, 0.1036, 0.1138, 0.1017, 0.0501, 0.1058, 0.1194, 0.1036, 0.065, 0.1505, 0.1855, 0.1645, 0.2003, 0.2056, 0.2799, 0.3331, 0.2666, 0.279, 0.2435, 0.2351, 0.2165, 0.2115, 0.1537, 0.1593, 0.1767, 0.1524, 0.1309, 0.1505, 0.1502, 0.0767, -0.0235, -0.0061, -0.0215, 0.0016, -0.0053, 0.0044, -0.023, -0.0196, -0.0631, 0.07, 0.0759, 0.1039, 0.0367, 0.0507, 0.0722, 0.0351, 0.0156, 0.0302, 0.0694, 0.009, -0.023, -0.0177, -0.0177, -0.0283, -0.0096, -0.0149, 0.0473, 0.0059, -0.0062, 0.0103, -0.0407, 0.0134, 0.0498, 0.0488, 0.0728, 0.2053, 0.1932, 0.1583]}
{"unit_id": "quote:1919795549374480681", "ticker_idx": 0, "ts": "2025-05-06T16:45:01+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The rest of biopharma will continue to be \"fine\" (to perhaps even *more* lenient in some rare diseases) from a regulatory standpoint IMO. $XBI $BBC $IBB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoids vaccine biotech as uninvestable; bullish on broader biopharma (XBI/BBC/IBB) continuing under lenient regulatory environment.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "If you still had hope for vaccine biotech investibility up until today then yeah idk what to tell you.  No fly zone for me.\n\nThe rest of biopharma will continue to be “fine” (to perhaps even *more* lenient in some rare diseases) from a regulatory standpoint IMO.  $XBI $BBC $IBB", "reply_text": null, "parent_text": null, "quoted_text": "Maybe nail in the coffin for any type of additional vaccine approvals", "parent_author": null, "ret_m1d": 0.07101193309512599, "ret_signed_m1d": 0.07101193309512599, "alpha_spy_m1d": 0.06258326772445, "alpha_c_m1d": 0.06258326772445, "bench_spy_m1d": 0.008428665370675992, "bench_c_m1d": 0.008428665370675992, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002332460223595012, "ret_signed_p1d": 0.002332460223595012, "alpha_spy_p1d": -0.0018729561107391213, "alpha_c_p1d": -0.0018729561107391213, "bench_spy_p1d": 0.004205416334334133, "bench_c_p1d": 0.004205416334334133, "ret_p1w": 0.004924104744987723, "ret_signed_p1w": 0.004924104744987723, "alpha_spy_p1w": -0.04525479270002908, "alpha_c_p1w": -0.04525479270002908, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": 0.0501788974450168, "ret_p1m": 0.06984560375503679, "ret_signed_p1m": 0.06984560375503679, "alpha_spy_p1m": 0.008553720857628067, "alpha_c_p1m": 0.008553720857628067, "bench_spy_p1m": 0.06129188289740872, "bench_c_p1m": 0.06129188289740872, "ret_p3m": 0.11620208476656191, "ret_signed_p3m": 0.11620208476656191, "alpha_spy_p3m": -0.019536344717340892, "alpha_c_p3m": -0.019536344717340892, "bench_spy_p3m": 0.1357384294839028, "bench_c_p3m": 0.1357384294839028, "ret_p6m": 0.4005403575850255, "ret_signed_p6m": 0.4005403575850255, "alpha_spy_p6m": 0.18523307631557628, "alpha_c_p6m": 0.18523307631557628, "bench_spy_p6m": 0.2153072812694492, "bench_c_p6m": 0.2153072812694492, "ret_p1y": 0.7383887766451529, "ret_signed_p1y": 0.7383887766451529, "alpha_spy_p1y": 0.41418250079673435, "alpha_c_p1y": 0.41418250079673435, "bench_spy_p1y": 0.32420627584841855, "bench_c_p1y": 0.32420627584841855, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06984560375503679, "alpha_spy_stated": 0.008553720857628067, "alpha_c_stated": 0.008553720857628067, "price_path": [0.1995, 0.2271, 0.2099, 0.1823, 0.1706, 0.1539, 0.1658, 0.1762, 0.1845, 0.1834, 0.199, 0.2014, 0.1882, 0.1676, 0.1492, 0.1435, 0.1286, 0.1495, 0.1092, 0.116, 0.1379, 0.1281, 0.1312, 0.1175, 0.1166, 0.1293, 0.114, 0.129, 0.144, 0.1166, 0.1333, 0.122, 0.1289, 0.151, 0.1284, 0.1025, 0.1083, 0.0937, 0.0509, 0.0128, 0.0443, 0.0126, -0.0455, -0.0542, -0.0955, -0.0297, -0.072, -0.0368, -0.0082, -0.0082, -0.0264, -0.0161, -0.0215, 0.0061, 0.025, 0.0482, 0.0399, 0.0544, 0.061, 0.0749, 0.0691, 0.082, 0.071, 0.0, 0.0023, 0.0113, -0.0101, 0.0295, 0.0049, -0.0104, 0.0053, 0.024, 0.033, 0.0548, 0.028, 0.027, 0.0242, 0.0276, 0.0207, 0.0426, 0.0262, 0.0527, 0.067, 0.0688, 0.0698, 0.0919, 0.092, 0.1051, 0.0933, 0.0932, 0.0833, 0.0803, 0.0639, 0.0711, 0.0675, 0.0662, 0.0863, 0.0791, 0.0845, 0.0758, 0.0747, 0.0767, 0.0988, 0.1047, 0.0832, 0.0978, 0.1388, 0.1454, 0.1277, 0.1439, 0.1134, 0.1381, 0.142, 0.118, 0.1128, 0.124, 0.1433, 0.1338, 0.1354, 0.1219, 0.1124, 0.1176, 0.1101, 0.1136, 0.1251, 0.1255, 0.1162, 0.1057, 0.1071, 0.1036, 0.1264, 0.1601, 0.1608, 0.1752, 0.1691, 0.1508, 0.1562, 0.1653, 0.1783, 0.1507, 0.1651, 0.1701, 0.1701, 0.1644, 0.2037, 0.2137, 0.2113, 0.2372, 0.2238, 0.2309, 0.2169, 0.2402, 0.2197, 0.2108, 0.2148, 0.2152, 0.2529, 0.2389, 0.2613, 0.2544, 0.2631, 0.2426, 0.2697, 0.2885, 0.2989, 0.3143, 0.3299, 0.343, 0.3435, 0.344, 0.3668, 0.3808, 0.361, 0.3646, 0.3627, 0.4048, 0.3989, 0.3974, 0.4282, 0.4202, 0.3912, 0.3943, 0.4051, 0.4466, 0.4519, 0.4384, 0.4507, 0.4611, 0.4241, 0.4005]}
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{"unit_id": "quote:1919795549374480681", "ticker_idx": 2, "ts": "2025-05-06T16:45:01+00:00", "symbol": "IBB", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The rest of biopharma will continue to be \"fine\" (to perhaps even *more* lenient in some rare diseases) from a regulatory standpoint IMO. $XBI $BBC $IBB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoids vaccine biotech as uninvestable; bullish on broader biopharma (XBI/BBC/IBB) continuing under lenient regulatory environment.", "resolved_tickers": ["IBB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "If you still had hope for vaccine biotech investibility up until today then yeah idk what to tell you.  No fly zone for me.\n\nThe rest of biopharma will continue to be “fine” (to perhaps even *more* lenient in some rare diseases) from a regulatory standpoint IMO.  $XBI $BBC $IBB", "reply_text": null, "parent_text": null, "quoted_text": "Maybe nail in the coffin for any type of additional vaccine approvals", "parent_author": null, "ret_m1d": 0.06121416046522832, "ret_signed_m1d": 0.06121416046522832, "alpha_spy_m1d": 0.052785495094552326, "alpha_c_m1d": 0.052785495094552326, "bench_spy_m1d": 0.008428665370675992, "bench_c_m1d": 0.008428665370675992, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006745335917935025, "ret_signed_p1d": 0.006745335917935025, "alpha_spy_p1d": 0.0025399195836008914, "alpha_c_p1d": 0.0025399195836008914, "bench_spy_p1d": 0.004205416334334133, "bench_c_p1d": 0.004205416334334133, "ret_p1w": 0.007841450586130394, "ret_signed_p1w": 0.007841450586130394, "alpha_spy_p1w": -0.04233744685888641, "alpha_c_p1w": -0.04233744685888641, "bench_spy_p1w": 0.0501788974450168, "bench_c_p1w": 0.0501788974450168, "ret_p1m": 0.05446876005478507, "ret_signed_p1m": 0.05446876005478507, "alpha_spy_p1m": -0.006823122842623652, "alpha_c_p1m": -0.006823122842623652, "bench_spy_p1m": 0.06129188289740872, "bench_c_p1m": 0.06129188289740872, "ret_p3m": 0.10868451600017215, "ret_signed_p3m": 0.10868451600017215, "alpha_spy_p3m": -0.02705391348373065, "alpha_c_p3m": -0.02705391348373065, "bench_spy_p3m": 0.1357384294839028, "bench_c_p3m": 0.1357384294839028, "ret_p6m": 0.3167969383084659, "ret_signed_p6m": 0.3167969383084659, "alpha_spy_p6m": 0.10148965703901669, "alpha_c_p6m": 0.10148965703901669, "bench_spy_p6m": 0.2153072812694492, "bench_c_p6m": 0.2153072812694492, "ret_p1y": 0.4376807926542001, "ret_signed_p1y": 0.4376807926542001, "alpha_spy_p1y": 0.11347451680578158, "alpha_c_p1y": 0.11347451680578158, "bench_spy_p1y": 0.32420627584841855, "bench_c_p1y": 0.32420627584841855, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05446876005478507, "alpha_spy_stated": -0.006823122842623652, "alpha_c_stated": -0.006823122842623652, "price_path": [0.1694, 0.199, 0.1841, 0.1598, 0.147, 0.1309, 0.1412, 0.1545, 0.1503, 0.155, 0.1688, 0.1746, 0.1702, 0.1688, 0.1614, 0.1545, 0.1413, 0.1544, 0.1309, 0.1319, 0.1523, 0.1475, 0.1537, 0.1443, 0.1288, 0.1309, 0.1216, 0.1304, 0.1465, 0.1306, 0.1347, 0.1192, 0.1263, 0.1409, 0.1212, 0.1057, 0.1094, 0.0986, 0.0784, 0.0492, 0.0691, 0.0438, -0.0121, -0.0202, -0.0555, 0.0003, -0.046, -0.0138, 0.0143, 0.0105, -0.0068, -0.0026, -0.0115, 0.0154, 0.0287, 0.0472, 0.039, 0.0508, 0.0519, 0.0673, 0.053, 0.0675, 0.0612, 0.0, 0.0067, 0.0049, -0.0166, 0.0291, 0.0078, -0.0142, 0.0054, 0.0216, 0.033, 0.0512, 0.0261, 0.0238, 0.0223, 0.0358, 0.0279, 0.0476, 0.0263, 0.0431, 0.0525, 0.055, 0.0545, 0.0705, 0.0758, 0.0859, 0.0781, 0.0877, 0.0793, 0.078, 0.0567, 0.0605, 0.0583, 0.0535, 0.0743, 0.0682, 0.0709, 0.0664, 0.0667, 0.0761, 0.0923, 0.0961, 0.0803, 0.0905, 0.1154, 0.1269, 0.1095, 0.1121, 0.0881, 0.1061, 0.1108, 0.0938, 0.0888, 0.1201, 0.1417, 0.1419, 0.1425, 0.1308, 0.1287, 0.1273, 0.1194, 0.1218, 0.1414, 0.1249, 0.1087, 0.1065, 0.1133, 0.1108, 0.1298, 0.156, 0.1574, 0.17, 0.1668, 0.1626, 0.1671, 0.17, 0.1791, 0.1557, 0.1675, 0.1685, 0.1653, 0.1654, 0.1839, 0.1835, 0.1834, 0.2067, 0.1991, 0.2052, 0.1859, 0.2125, 0.1887, 0.1865, 0.1891, 0.1896, 0.2118, 0.2041, 0.2099, 0.2021, 0.195, 0.1733, 0.1892, 0.2015, 0.218, 0.2529, 0.2623, 0.2739, 0.2699, 0.2696, 0.2823, 0.2828, 0.2651, 0.2734, 0.2766, 0.2941, 0.2944, 0.3009, 0.3203, 0.3164, 0.2986, 0.3041, 0.309, 0.3255, 0.3301, 0.3243, 0.3272, 0.3446, 0.3284, 0.3168]}
{"unit_id": "quote:1905335445946274163", "ticker_idx": 0, "ts": "2025-03-27T19:05:44+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is going to lose & $NVO is going to win", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS on legal liability from personalized-dosing semaglutide strategy; bullish NVO as the winner in the dispute.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "My opinion is that it was extremely stupid of $HIMS to go so hard after this “personalized dosing” semaglutide nonsense.  I think they’ve opened themselves up to major legal liability in return for what’s likely to be relatively minimal potential return. \n\nOn paper, $HIMS is going to lose & $NVO is going to win.  In reality, the lawyers (on both sides) are the ones taking the W here while laughing all the way to the bank. \n\nBtw, the stock is still up almost 30% YTD 🥱", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02237763598659326, "ret_signed_m1d": 0.02237763598659326, "alpha_spy_m1d": 0.01971471895624677, "alpha_c_m1d": 0.01971471895624677, "bench_spy_m1d": 0.00266291703034649, "bench_c_m1d": 0.00266291703034649, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012257541823984641, "ret_signed_p1d": -0.012257541823984641, "alpha_spy_p1d": 0.007880672716232162, "alpha_c_p1d": 0.007880672716232162, "bench_spy_p1d": -0.020138214540216803, "bench_c_p1d": -0.020138214540216803, "ret_p1w": -0.028203258159705258, "ret_signed_p1w": -0.028203258159705258, "alpha_spy_p1w": 0.025369419730912557, "alpha_c_p1w": 0.025369419730912557, "bench_spy_p1w": -0.053572677890617815, "bench_c_p1w": -0.053572677890617815, "ret_p1m": -0.09308623950302608, "ret_signed_p1m": -0.09308623950302608, "alpha_spy_p1m": -0.06446604811309542, "alpha_c_p1m": -0.06446604811309542, "bench_spy_p1m": -0.02862019138993066, "bench_c_p1m": -0.02862019138993066, "ret_p3m": -0.007782477979725089, "ret_signed_p3m": -0.007782477979725089, "alpha_spy_p3m": -0.09533261504933543, "alpha_c_p3m": -0.09533261504933543, "bench_spy_p3m": 0.08755013706961035, "bench_c_p3m": 0.08755013706961035, "ret_p6m": -0.1855351947924676, "ret_signed_p6m": -0.1855351947924676, "alpha_spy_p6m": -0.3592970251435442, "alpha_c_p6m": -0.3592970251435442, "bench_spy_p6m": 0.17376183035107662, "bench_c_p6m": 0.17376183035107662, "ret_p1y": -0.4641865153602698, "ret_signed_p1y": -0.4641865153602698, "alpha_spy_p1y": -0.5913901916221185, "alpha_c_p1y": -0.5913901916221185, "bench_spy_p1y": 0.1272036762618487, "bench_c_p1y": 0.1272036762618487, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09308623950302608, "alpha_spy_stated": -0.06446604811309542, "alpha_c_stated": -0.06446604811309542, "price_path": [0.2644, 0.2453, 0.2493, 0.2453, 0.2219, 0.2261, 0.2474, 0.2493, 0.2119, 0.1879, 0.2206, 0.2295, 0.2061, 0.1571, 0.1819, 0.184, 0.1216, 0.1549, 0.1484, 0.1559, 0.2538, 0.2473, 0.2142, 0.1977, 0.2164, 0.2037, 0.178, 0.1776, 0.2219, 0.2424, 0.2318, 0.196, 0.1936, 0.1658, 0.1236, 0.1099, 0.1735, 0.1887, 0.1936, 0.2554, 0.2912, 0.2963, 0.2764, 0.2717, 0.292, 0.2738, 0.2471, 0.295, 0.2548, 0.2424, 0.1253, 0.1133, 0.066, 0.0817, 0.0996, 0.1424, 0.1542, 0.126, 0.123, 0.0955, 0.0737, 0.049, 0.0224, 0.0, -0.0123, 0.0057, -0.0147, -0.0117, -0.0282, -0.0941, -0.0783, -0.1079, -0.0573, -0.1135, -0.0625, -0.0433, -0.066, -0.0893, -0.1588, -0.1552, -0.1323, -0.1122, -0.0929, -0.1009, -0.0931, -0.0563, -0.0376, -0.0499, 0.0026, 0.0011, -0.0399, -0.0217, -0.0608, -0.0475, -0.0189, -0.0528, -0.0672, -0.042, -0.0677, -0.0294, -0.0123, -0.0123, -0.0127, -0.0246, 0.0202, -0.0065, 0.006, 0.0355, 0.0548, 0.027, 0.0433, 0.0522, 0.0809, 0.0929, 0.1489, 0.1402, 0.1738, 0.1562, 0.1155, 0.0767, 0.0719, 0.0684, 0.0097, 0.0244, -0.0246, -0.0195, -0.0078, -0.0004, 0.0112, 0.0112, 0.0018, 0.0039, 0.0086, 0.0093, 0.0284, -0.0017, -0.0016, -0.0265, -0.0291, -0.0544, -0.0686, -0.0598, -0.0328, 0.0142, 0.0244, 0.0384, -0.0007, -0.2188, -0.2754, -0.3183, -0.3021, -0.2931, -0.3161, -0.3428, -0.2938, -0.2602, -0.2777, -0.279, -0.2628, -0.2621, -0.241, -0.2128, -0.1977, -0.2047, -0.1879, -0.1655, -0.1748, -0.1895, -0.1734, -0.1782, -0.1731, -0.1743, -0.169, -0.1778, -0.1911, -0.205, -0.2047, -0.2037, -0.2047, -0.1964, -0.1854, -0.1622, -0.1476, -0.0941, -0.1007, -0.1108, -0.128, -0.1397, -0.1792, -0.1855]}
{"unit_id": "orig:1929634675678761332", "ticker_idx": 0, "ts": "2025-06-02T20:22:12+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That's ~66% downside from today's levels.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish VKTX: comparable deal valuation implies ~66% downside; competitors pricing far below current enterprise value.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "If Hansoh achieves every. single. penny of the biobucks in this deal after the paltry $80M up front, their value would *still* be less than the current $VKTX enterprise value. \n\nHansoh is already in phase 3.  $VKTX still hasn’t started theirs (tick tock btw - what’s the holdup?).\n\nWith ~$800M in cash, what would $VKTX be valued at today *if* they were able to get a similar deal?  Biobucks aren’t getting much credit in this environment.  Maybe ~$1B altogether?\n\nThat’s ~66% downside from today’s levels. \n\nWhat am I missing here?  Who is going to pay up for Viking’s current valuation with competitors going for price tags like this?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018414121002595873, "ret_signed_m1d": 0.018414121002595873, "alpha_spy_m1d": 0.012743898501731743, "alpha_c_m1d": 0.016083957675180116, "bench_spy_m1d": -0.0056702225008641305, "bench_c_m1d": -0.0023301633274157574, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014656121033560732, "ret_signed_p1d": -0.014656121033560732, "alpha_spy_p1d": -0.014924529632230121, "alpha_c_p1d": -0.012701651157100535, "bench_spy_p1d": -0.0002684085986693896, "bench_c_p1d": 0.0019544698764601964, "ret_p1w": 0.09507699065263009, "ret_signed_p1w": -0.09507699065263009, "alpha_spy_p1w": -0.08335049413451778, "alpha_c_p1w": -0.07515671518457179, "bench_spy_p1w": 0.011726496518112306, "bench_c_p1w": 0.0199202754680583, "ret_p1m": 0.059376170141515194, "ret_signed_p1m": -0.059376170141515194, "alpha_spy_p1m": -0.00720501454437561, "alpha_c_p1m": -0.03594646486123598, "bench_spy_p1m": 0.052171155597139585, "bench_c_p1m": 0.02342970528027921, "ret_p3m": 0.0082675425895673, "ret_signed_p3m": -0.0082675425895673, "alpha_spy_p3m": 0.07486270182631372, "alpha_c_p3m": 0.025811869526067843, "bench_spy_p3m": 0.08313024441588102, "bench_c_p3m": 0.034079412115635144, "ret_p6m": 0.27320557275506285, "ret_signed_p6m": -0.27320557275506285, "alpha_spy_p6m": -0.1233122976208818, "alpha_c_p6m": -0.10199466536314827, "bench_spy_p6m": 0.14989327513418105, "bench_c_p6m": 0.17121090739191458, "ret_p1y": 0.11912814744772238, "ret_signed_p1y": -0.11912814744772238, "alpha_spy_p1y": 0.165525141845142, "alpha_c_p1y": 0.044460899488741434, "bench_spy_p1y": 0.2846532892928644, "bench_c_p1y": 0.1635890469364638, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.059376170141515194, "alpha_spy_stated": -0.00720501454437561, "alpha_c_stated": -0.03594646486123598, "price_path": [0.0556, 0.05, 0.0778, 0.0936, 0.0507, -0.0034, 0.1105, 0.1172, 0.1608, 0.121, 0.1071, 0.13, 0.0654, 0.0879, 0.1003, 0.0515, -0.0101, -0.018, -0.0361, -0.0924, -0.1015, -0.0349, -0.0898, -0.1499, -0.2003, -0.2492, -0.1319, -0.1913, -0.165, -0.0767, -0.1315, -0.1131, -0.1003, -0.1086, -0.0425, -0.0308, -0.0357, -0.0609, -0.0252, 0.05, 0.0849, 0.0753, 0.1033, 0.1082, 0.015, 0.0357, 0.0466, 0.0353, 0.0635, 0.0423, -0.0015, 0.0297, 0.0684, 0.0334, 0.0774, 0.0241, 0.0421, 0.0139, 0.0214, 0.0195, 0.0582, 0.0071, -0.0184, 0.0, 0.0147, 0.0162, 0.0458, 0.0361, 0.0951, 0.0879, 0.074, -0.0199, 0.0132, -0.0068, -0.0124, -0.0225, -0.0658, 0.0128, 0.018, 0.0586, -0.0034, -0.0041, 0.0023, 0.0417, 0.0594, 0.0338, 0.1345, 0.1424, 0.1759, 0.1691, 0.1887, 0.1537, 0.1887, 0.2052, 0.2029, 0.2003, 0.2063, 0.2552, 0.2589, 0.2935, 0.2477, 0.2368, 0.2668, 0.224, 0.2281, 0.277, 0.2788, 0.198, 0.3363, 0.4239, 0.4352, 0.4979, 0.5509, 0.5122, 0.5043, 0.5817, -0.0846, -0.0346, -0.0357, -0.0229, -0.0286, -0.0214, 0.0004, 0.0365, 0.0165, 0.0331, 0.0083, -0.003, 0.0139, -0.0425, -0.0504, -0.0278, -0.0327, -0.0676, -0.0949, -0.1097, -0.1323, -0.0214, -0.0455, -0.0135, -0.0616, 0.0008, -0.0571, -0.0391, -0.0301, -0.0124, 0.0286, 0.0477, 0.1169, 0.2131, 0.1851, 0.2165, 0.3145, 0.2612, 0.2743, 0.242, 0.3198, 0.3051, 0.2602, 0.2683, 0.2394, 0.1808, 0.2747, 0.2935, 0.3502, 0.3127, 0.3236, 0.4344, 0.431, 0.3529, 0.3014, 0.3705, 0.4006, 0.3818, 0.4194, 0.5257, 0.5325, 0.4656, 0.4697, 0.4363, 0.419, 0.3544, 0.2879, 0.2875, 0.3021, 0.3326, 0.363, 0.3833, 0.2984, 0.2732]}
{"unit_id": "reply:1950188738635608326", "ticker_idx": 0, "ts": "2025-07-29T13:36:42+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX target to $112 from $70 at Piper 🫡 Getting warmer 👍🏻", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Piper raising ABVX PT to $112 from $70; author views it as directionally correct given higher personal targets.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$ABVX target to $112 from $70 at Piper 🫡 \n\nGetting warmer 👍🏻", "reply_text": null, "parent_text": "$ABVX Valuation Summary &amp; My BIASED Opinion:\n\nThe high end of IBD M&amp;A comps of $10.8B would put $ABVX's current valuation at $146/share.  The (very rough) $PTGX \"value\" comparison gets it close to $170/share.  Despite these numbers conveying significant upside from here, I don't", "quoted_text": null, "parent_author": "A_May_MD", "ret_m1d": -0.04627511770362669, "ret_signed_m1d": -0.04627511770362669, "alpha_spy_m1d": -0.04891965790791386, "alpha_c_m1d": -0.05267241202193884, "bench_spy_m1d": 0.0026445402042871713, "bench_c_m1d": 0.006397294318312152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014828022743027303, "ret_signed_p1d": 0.014828022743027303, "alpha_spy_p1d": 0.016087392364611208, "alpha_c_p1d": 0.016613359638985692, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.0017853368959583893, "ret_p1w": 0.01590258684556911, "ret_signed_p1w": 0.01590258684556911, "alpha_spy_p1w": 0.027378257376834858, "alpha_c_p1w": 0.030259445876048452, "bench_spy_p1w": -0.011475670531265747, "bench_c_p1w": -0.01435685903047934, "ret_p1m": 0.13796557066447646, "ret_signed_p1m": 0.13796557066447646, "alpha_spy_p1m": 0.12006734820777121, "alpha_c_p1m": 0.11907103305718891, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.018894537607287543, "ret_p3m": 0.3587391431425191, "ret_signed_p3m": 0.3587391431425191, "alpha_spy_p3m": 0.2770720734918213, "alpha_c_p3m": 0.2649403689044465, "bench_spy_p3m": 0.08166706965069781, "bench_c_p3m": 0.09379877423807259, "ret_p6m": 0.6329512660968741, "ret_signed_p6m": 0.6329512660968741, "alpha_spy_p6m": 0.5319712717525744, "alpha_c_p6m": 0.47490761451203256, "bench_spy_p6m": 0.10097999434429972, "bench_c_p6m": 0.15804365158484157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13796557066447646, "alpha_spy_stated": 0.12006734820777121, "alpha_c_stated": 0.11907103305718891, "price_path": [-0.896, -0.898, -0.898, -0.901, -0.897, -0.898, -0.9033, -0.9051, -0.9019, -0.9039, -0.9083, -0.9135, -0.9126, -0.9142, -0.9139, -0.9158, -0.9169, -0.9166, -0.9133, -0.9188, -0.9185, -0.9186, -0.9138, -0.9138, -0.909, -0.8891, -0.8845, -0.8832, -0.8827, -0.8883, -0.8872, -0.8937, -0.8994, -0.9, -0.9037, -0.9132, -0.9133, -0.9145, -0.9125, -0.9047, -0.899, -0.8971, -0.894, -0.8904, -0.8903, -0.8888, -0.886, -0.8861, -0.889, -0.8809, -0.8811, -0.8815, -0.8735, -0.8732, -0.8585, -0.8519, -0.8574, -0.8547, -0.8567, -0.0172, -0.0006, -0.0474, -0.0463, 0.0, 0.0148, 0.0282, 0.0307, 0.0325, 0.0159, -0.0102, 0.0032, 0.0047, -0.0115, 0.0302, 0.0013, -0.0034, 0.0092, 0.003, -0.012, 0.0299, 0.0663, 0.1072, 0.1097, 0.1418, 0.138, 0.1696, 0.1609, 0.1746, 0.1984, 0.2256, 0.2612, 0.2894, 0.2787, 0.2554, 0.2315, 0.2036, 0.2302, 0.1788, 0.1605, 0.1936, 0.1791, 0.1778, 0.1751, 0.1827, 0.1748, 0.1868, 0.1938, 0.2163, 0.1805, 0.1872, 0.2023, 0.2417, 0.2466, 0.2394, 0.2981, 0.3434, 0.3701, 0.4014, 0.3698, 0.3311, 0.3285, 0.3107, 0.3133, 0.2996, 0.2961, 0.3003, 0.3587, 0.3502, 0.4175, 0.4941, 0.4673, 0.4162, 0.4132, 0.4271, 0.4885, 0.5082, 0.5203, 0.5625, 0.4818, 0.4456, 0.5815, 0.6278, 0.6308, 0.6182, 0.7607, 0.7066, 0.801, 0.8371, 0.8006, 0.7884, 0.7181, 0.6451, 0.5893, 0.5851, 0.6405, 0.6483, 0.7628, 0.8271, 0.9067, 0.7986, 0.6893, 0.59, 0.5877, 0.6277, 0.6467, 0.9874, 0.9821, 1.0818, 1.0388, 1.0115, 0.9819, 0.932, 0.9165, 0.7655, 0.7063, 0.812, 0.6546, 0.639, 0.6905, 0.714, 0.791, 0.6734, 0.6777, 0.7026, 0.7193, 0.7712, 0.7496, 0.7318, 0.7033, 0.633]}
{"unit_id": "reply:1913227493022032067", "ticker_idx": 0, "ts": "2025-04-18T13:45:55+00:00", "symbol": "biotech", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "No question that this commentary qualifies as \"bullish\" for the biotech market", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish biotech market on reduced regulatory uncertainty at the FDA.", "resolved_tickers": ["XBI"], "resolution_method": "etf", "resolution_reason": "US biotech sector; XBI (SPDR S&P Biotech ETF) is primary proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "Arguments to be made philosophically in either direction about whether or not this is overarchingly “good” IMO.  No strong opinion on that front from me. \n\nAs far as how the biotech market is concerned, there is no question. The market has been worried about unclear changes to regulatory burdens and the FDA’s ability to actuate them.  No question that this commentary qualifies as “bullish” for the biotech market.\n\n“Bullish” and “good” are often used as synonyms.  Not my intent here 🫡", "reply_text": null, "parent_text": "@A_May_MD @AAMortazavi @Biohazard3737 and that's supposed to be great?", "quoted_text": null, "parent_author": "BertrandBio", "ret_m1d": 0.005562018734836638, "ret_signed_m1d": 0.005562018734836638, "alpha_spy_m1d": -0.018821013201855363, "alpha_c_m1d": -0.018821013201855363, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028208126812445222, "ret_signed_p1d": 0.028208126812445222, "alpha_spy_p1d": 0.0021903052812919377, "alpha_c_p1d": 0.0021903052812919377, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.0776056111213197, "ret_signed_p1w": 0.0776056111213197, "alpha_spy_p1w": 0.005662643875225859, "alpha_c_p1w": 0.005662643875225859, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.07800283298184718, "ret_signed_p1m": 0.07800283298184718, "alpha_spy_p1m": -0.07567106244666189, "alpha_c_p1m": -0.07567106244666189, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.14868723093466896, "ret_signed_p3m": 0.14868723093466896, "alpha_spy_p3m": -0.07867938535619667, "alpha_c_p3m": -0.07867938535619667, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.4595481710351945, "ret_signed_p6m": 0.4595481710351945, "alpha_spy_p6m": 0.1457176499241808, "alpha_c_p6m": 0.1457176499241808, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 0.8251209716511165, "ret_signed_p1y": 0.8251209716511165, "alpha_spy_p1y": 0.4252550863061988, "alpha_c_p1y": 0.4252550863061988, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07800283298184718, "alpha_spy_stated": -0.07567106244666189, "alpha_c_stated": -0.07567106244666189, "price_path": [0.1649, 0.1986, 0.2079, 0.2313, 0.2244, 0.2264, 0.2339, 0.226, 0.2387, 0.2272, 0.2106, 0.2259, 0.2541, 0.2365, 0.2082, 0.1963, 0.1792, 0.1914, 0.202, 0.2105, 0.2094, 0.2253, 0.2278, 0.2143, 0.1933, 0.1745, 0.1687, 0.1534, 0.1747, 0.1336, 0.1406, 0.163, 0.1529, 0.1561, 0.142, 0.1411, 0.1541, 0.1385, 0.1538, 0.1692, 0.1411, 0.1582, 0.1467, 0.1537, 0.1763, 0.1532, 0.1267, 0.1327, 0.1177, 0.074, 0.0351, 0.0673, 0.0348, -0.0245, -0.0334, -0.0756, -0.0083, -0.0516, -0.0156, 0.0136, 0.0136, -0.005, 0.0056, 0.0, 0.0282, 0.0475, 0.0712, 0.0628, 0.0776, 0.0844, 0.0985, 0.0926, 0.1058, 0.0946, 0.022, 0.0244, 0.0335, 0.0117, 0.0522, 0.027, 0.0114, 0.0274, 0.0465, 0.0558, 0.078, 0.0506, 0.0495, 0.0467, 0.0502, 0.0432, 0.0656, 0.0487, 0.0759, 0.0905, 0.0923, 0.0934, 0.1159, 0.116, 0.1294, 0.1173, 0.1172, 0.1071, 0.1041, 0.0873, 0.0947, 0.091, 0.0896, 0.1101, 0.1029, 0.1083, 0.0994, 0.0984, 0.1003, 0.123, 0.129, 0.107, 0.1219, 0.1638, 0.1705, 0.1525, 0.1691, 0.1378, 0.1631, 0.1671, 0.1426, 0.1373, 0.1487, 0.1684, 0.1588, 0.1603, 0.1466, 0.1369, 0.1422, 0.1345, 0.1381, 0.1499, 0.1503, 0.1407, 0.13, 0.1315, 0.1279, 0.1512, 0.1856, 0.1863, 0.201, 0.1948, 0.1761, 0.1817, 0.1909, 0.2042, 0.176, 0.1907, 0.1958, 0.1958, 0.19, 0.2301, 0.2403, 0.238, 0.2644, 0.2507, 0.258, 0.2436, 0.2675, 0.2466, 0.2374, 0.2415, 0.2419, 0.2805, 0.2662, 0.289, 0.282, 0.2909, 0.27, 0.2977, 0.3169, 0.3275, 0.3432, 0.3591, 0.3725, 0.373, 0.3736, 0.3969, 0.4112, 0.3909, 0.3946, 0.3926, 0.4357, 0.4296, 0.4282, 0.4595]}
{"unit_id": "thread:1937115084473446748", "ticker_idx": 0, "ts": "2025-06-23T11:46:40+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS Look out below. $HIMS opened ~$28 the day before the $NVO partnership was made. Don't look down 😬", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS: NVO ditching them targets their GLP-1 personalized dosing revenue, implying significant downside from ~$28 pre-partnership price.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NVO wises up and ditches $HIMS.\n\n$HIMS Look out below.\n\n---\n\n$HIMS opened ~$28 the day before the $NVO partnership was made.  Don’t look down 😬\n\n$NVO wouldn’t be doing this, IMO, if they weren’t going after $HIMS for the “personalized” GLP-1 dosing scam, which apparently is currently making up a significant chunk of $HIMS revenue.  Ouch.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.529776129608839, "ret_signed_m1d": -0.529776129608839, "alpha_spy_m1d": -0.5395570048922936, "alpha_c_m1d": -0.5395570048922936, "bench_spy_m1d": -0.009780875283454615, "bench_c_m1d": -0.009780875283454615, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023106270397340145, "ret_signed_p1d": -0.023106270397340145, "alpha_spy_p1d": -0.012059084357832761, "alpha_c_p1d": -0.012059084357832761, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.011047186039507384, "ret_p1w": 0.18747020051695595, "ret_signed_p1w": -0.18747020051695595, "alpha_spy_p1w": -0.15797755051774254, "alpha_c_p1w": -0.15797755051774254, "bench_spy_p1w": 0.029492649999213416, "bench_c_p1w": 0.029492649999213416, "ret_p1m": 0.3820867339312237, "ret_signed_p1m": -0.3820867339312237, "alpha_spy_p1m": -0.32533421280059494, "alpha_c_p1m": -0.32533421280059494, "bench_spy_p1m": 0.056752521130628786, "bench_c_p1m": 0.056752521130628786, "ret_p3m": 0.37446406365219564, "ret_signed_p3m": -0.37446406365219564, "alpha_spy_p3m": -0.2602613422614357, "alpha_c_p3m": -0.2602613422614357, "bench_spy_p3m": 0.11420272139075993, "bench_c_p3m": 0.11420272139075993, "ret_p6m": -0.1529299247010738, "ret_signed_p6m": 0.1529299247010738, "alpha_spy_p6m": 0.29346738544312667, "alpha_c_p6m": 0.29346738544312667, "bench_spy_p6m": 0.14053746074205287, "bench_c_p6m": 0.14053746074205287, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3820867339312237, "alpha_spy_stated": -0.32533421280059494, "alpha_c_stated": -0.32533421280059494, "price_path": [-0.1722, -0.1089, -0.1177, -0.2053, -0.2396, -0.3059, -0.2961, -0.2604, -0.2563, -0.3333, -0.3809, -0.3385, -0.3783, -0.2975, -0.3614, -0.3514, -0.3256, -0.2982, -0.358, -0.3514, -0.3845, -0.3961, -0.3637, -0.3297, -0.3309, -0.3216, -0.1653, -0.2115, -0.1386, -0.0276, -0.0024, 0.1784, 0.247, 0.2244, 0.2377, 0.3152, 0.5245, 0.4559, 0.3954, 0.54, 0.485, 0.4581, 0.3816, 0.2749, 0.3061, 0.2711, 0.2706, 0.2482, 0.3473, 0.3523, 0.3037, 0.277, 0.257, 0.3418, 0.3545, 0.3161, 0.3711, 0.3614, 0.3216, 0.424, 0.4111, 0.4547, 0.5298, 0.0, 0.0231, -0.0136, 0.1024, 0.177, 0.1875, 0.1424, 0.1305, 0.1429, 0.1534, 0.1663, 0.2206, 0.1975, 0.1408, 0.2394, 0.202, 0.2351, 0.1908, 0.2001, 0.1339, 0.1913, 0.3821, 0.3654, 0.3733, 0.3978, 0.4357, 0.561, 0.5765, 0.49, 0.5091, 0.3225, 0.218, 0.2161, 0.2373, 0.1906, 0.1424, 0.1513, 0.1227, 0.0962, 0.0743, 0.0048, 0.0333, 0.0472, 0.0617, 0.0241, 0.0803, 0.0484, 0.051, 0.0088, -0.0107, 0.0591, 0.146, 0.1532, 0.1825, 0.1384, 0.1382, 0.233, 0.3221, 0.2854, 0.2122, 0.1994, 0.3387, 0.3773, 0.3745, 0.334, 0.2685, 0.3071, 0.3911, 0.4083, 0.3511, 0.3414, 0.3785, 0.2515, 0.3044, 0.3809, 0.3857, 0.3876, 0.2851, 0.3037, 0.2868, 0.495, 0.409, 0.1858, 0.2234, 0.1758, 0.1305, 0.1551, 0.162, 0.1489, 0.1224, 0.1108, 0.0495, 0.0829, 0.0574, 0.0193, 0.0417, -0.011, -0.0226, -0.0222, -0.0531, -0.0705, -0.1413, -0.1191, -0.1525, -0.1363, -0.1465, -0.1991, -0.1732, -0.1, -0.1165, -0.0853, -0.0529, -0.1065, -0.1351, -0.117, -0.0467, -0.0662, -0.0681, -0.0515, -0.0977, -0.1003, -0.1136, -0.1365, -0.122, -0.167, -0.1717, -0.1529]}
{"unit_id": "orig:1909299765784805874", "ticker_idx": 0, "ts": "2025-04-07T17:38:31+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Any form of rational market values this significantly higher today than yesterday (at which point it was likely already *severely* undervalued)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish LXEO; argues it should be significantly higher on today's data, was already severely undervalued prior.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$LXEO should’ve been green today on this dataset, full stop.  Any form of rational market values this significantly higher today than yesterday (at which point it was likely already *severely* undervalued).  Selling is just beyond out of control in some small cap bios.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.30446932285392636, "ret_signed_m1d": 0.30446932285392636, "alpha_spy_m1d": 0.3026849559986051, "alpha_c_m1d": 0.29844579351825407, "bench_spy_m1d": 0.00178436685532124, "bench_c_m1d": 0.006023529335672295, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016759827507484282, "ret_signed_p1d": 0.016759827507484282, "alpha_spy_p1d": 0.03242252142899149, "alpha_c_p1d": 0.0278404049892349, "bench_spy_p1d": -0.01566269392150721, "bench_c_p1d": -0.01108057748175062, "ret_p1w": 0.19553081034081332, "ret_signed_p1w": 0.19553081034081332, "alpha_spy_p1w": 0.1266540779274905, "alpha_c_p1w": 0.16526394118432575, "bench_spy_p1w": 0.06887673241332282, "bench_c_p1w": 0.030266869156487575, "ret_p1m": 0.670391102378272, "ret_signed_p1m": 0.670391102378272, "alpha_spy_p1m": 0.557836956888256, "alpha_c_p1m": 0.6637725310864824, "bench_spy_p1m": 0.11255414549001608, "bench_c_p1m": 0.0066185712917896655, "ret_p3m": 1.5698324037228462, "ret_signed_p3m": 1.5698324037228462, "alpha_spy_p3m": 1.3288931795696288, "alpha_c_p3m": 1.5574371207701168, "bench_spy_p3m": 0.24093922415321734, "bench_c_p3m": 0.012395282952729403, "ret_p6m": 3.6592180616329353, "ret_signed_p6m": 3.6592180616329353, "alpha_spy_p6m": 3.3249885158016057, "alpha_c_p6m": 3.576588077824498, "bench_spy_p6m": 0.3342295458313296, "bench_c_p6m": 0.08262998380843722, "ret_p1y": 2.5921787516029986, "ret_signed_p1y": 2.5921787516029986, "alpha_spy_p1y": 2.2287143532252127, "alpha_c_p1y": 2.461865718186057, "bench_spy_p1y": 0.3634643983777859, "bench_c_p1y": 0.13031303341694178, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.670391102378272, "alpha_spy_stated": 0.557836956888256, "alpha_c_stated": 0.6637725310864824, "price_path": [3.0726, 2.9832, 3.095, 2.8101, 2.5698, 2.5419, 2.2402, 2.067, 1.8994, 1.8324, 1.7263, 1.7374, 2.1341, 2.1173, 2.2793, 2.1732, 1.9106, 1.933, 2.0335, 2.1006, 2.2235, 2.2458, 2.0279, 1.7654, 1.581, 1.3743, 1.2067, 1.3575, 1.514, 1.419, 1.4916, 1.2514, 1.1732, 1.0838, 0.8855, 0.7654, 0.6704, 0.5978, 0.3073, 0.3966, 0.514, 0.5698, 0.5084, 0.4637, 0.486, 0.6257, 0.6592, 0.7151, 0.7374, 0.6536, 0.6983, 0.5028, 0.514, 1.2849, 1.4804, 1.2291, 1.2961, 1.2905, 0.9385, 0.7486, 0.6453, 0.4749, 0.3045, 0.0, 0.0168, 0.3184, 0.2123, 0.1061, 0.1955, 0.4246, 0.2737, 0.514, 0.7933, 0.9106, 0.8827, 1.0503, 1.0559, 0.9832, 0.9944, 1.1955, 1.6313, 1.5922, 1.486, 0.8156, 0.6704, 0.676, 0.5028, 0.4693, 0.581, 0.5028, 0.5084, 0.8101, 0.838, 0.9721, 0.7095, 0.7207, 0.5754, 0.5084, 0.5307, 0.6034, 0.5196, 0.5196, 0.5754, 0.7318, 0.8268, 1.1676, 1.4469, 1.5754, 1.5196, 1.2849, 1.2011, 1.1899, 1.1899, 1.3687, 1.1844, 1.2123, 1.352, 1.3408, 1.3352, 1.3017, 1.2458, 1.3575, 1.4469, 1.486, 1.5363, 1.4804, 1.5698, 1.5642, 1.4972, 1.4804, 1.3017, 1.352, 1.3799, 1.3184, 1.2123, 1.1732, 1.1788, 1.0503, 1.3073, 1.3799, 1.2905, 1.5978, 1.6425, 1.5754, 1.6648, 1.6425, 1.6592, 1.486, 1.5307, 1.4804, 1.6089, 1.6369, 1.676, 1.6369, 1.7486, 1.6704, 1.6816, 1.6704, 1.7374, 1.6034, 1.7318, 1.7095, 1.6592, 1.676, 1.676, 1.7486, 1.7765, 1.8045, 1.933, 1.8994, 1.905, 1.8939, 1.8939, 2.0056, 1.9106, 1.9944, 2.0503, 1.8771, 1.9665, 1.9888, 2.6536, 2.6313, 2.7821, 2.7207, 2.7095, 2.7095, 2.743, 2.6983, 2.6145, 3.6592]}
{"unit_id": "orig:1953419580384088167", "ticker_idx": 0, "ts": "2025-08-07T11:34:55+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LLY dip this morning seemed a little extreme… Beat and raise for $LLY counters that fear… The beat and raise should counter any orfo weakness pretty nicely, imo", "tweet_type": "analysis", "timeline": "days", "summary": "LLY dip overdone; beat-and-raise proves GLP-1 demand intact, not slowing; NVO sales flagged as weak implying relative underperformance.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "Pharma is definitely not my specialty but $LLY dip this morning seemed a little extreme.  Stock has been very weak on fears that GLP-1 business is losing steam, *especially* after $NVO had the unscheduled call to notify everyone their recent sales were 🗑️.  Beat and raise for $LLY counters that fear…just the best drug winning, not the industry slowing down.  $LLY revenue generation still firing on all cylinders.\n\nI get that orfo WL number wasn’t quite what some hoped, but it’s still solid, and dropout rates were higher on pbo than drug.  There was no “hard bar” here, because there’s no other drug on the market like orfo.  Coming in a few percentage points below “expectations” is not the same as coming in below an established competitor bar.  Orfo will be fine.\n\nThe beat and raise should counter any orfo weakness pretty nicely, imo 🤷🏻‍♂️", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1646382466302101, "ret_signed_m1d": 0.1646382466302101, "alpha_spy_m1d": 0.16379990797555566, "alpha_c_m1d": 0.16379990797555566, "bench_spy_m1d": 0.0008383386546544358, "bench_c_m1d": 0.0008383386546544358, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02373352631066572, "ret_signed_p1d": -0.02373352631066572, "alpha_spy_p1d": -0.0315310811416154, "alpha_c_p1d": -0.0315310811416154, "bench_spy_p1d": 0.007797554830949682, "bench_c_p1d": 0.007797554830949682, "ret_p1w": 0.06798681577330723, "ret_signed_p1w": 0.06798681577330723, "alpha_spy_p1w": 0.04789977652404631, "alpha_c_p1w": 0.04789977652404631, "bench_spy_p1w": 0.02008703924926092, "bench_c_p1w": 0.02008703924926092, "ret_p1m": 0.15510783279837748, "ret_signed_p1m": 0.15510783279837748, "alpha_spy_p1m": 0.1288840062357992, "alpha_c_p1m": 0.1288840062357992, "bench_spy_p1m": 0.026223826562578267, "bench_c_p1m": 0.026223826562578267, "ret_p3m": 0.44781003817824416, "ret_signed_p3m": 0.44781003817824416, "alpha_spy_p3m": 0.3731424576583493, "alpha_c_p3m": 0.3731424576583493, "bench_spy_p3m": 0.07466758051989486, "bench_c_p3m": 0.07466758051989486, "ret_p6m": 0.6572446347362075, "ret_signed_p6m": 0.6572446347362075, "alpha_spy_p6m": 0.5586584881433869, "alpha_c_p6m": 0.5586584881433869, "bench_spy_p6m": 0.09858614659282061, "bench_c_p6m": 0.09858614659282061, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.06798681577330723, "alpha_spy_stated": 0.04789977652404631, "alpha_c_stated": 0.04789977652404631, "price_path": [0.2095, 0.1702, 0.1439, 0.1766, 0.1618, 0.1143, 0.1419, 0.1818, 0.1783, 0.1656, 0.1312, 0.116, 0.1137, 0.1316, 0.1225, 0.1275, 0.1511, 0.1658, 0.1715, 0.195, 0.1948, 0.2013, 0.2073, 0.2595, 0.2618, 0.2671, 0.2785, 0.2602, 0.2347, 0.225, 0.1902, 0.2025, 0.2141, 0.2363, 0.2407, 0.21, 0.2164, 0.2107, 0.216, 0.2182, 0.206, 0.2135, 0.2279, 0.2337, 0.2374, 0.2473, 0.2042, 0.2324, 0.1882, 0.2042, 0.1893, 0.2116, 0.2466, 0.2568, 0.2681, 0.261, 0.1905, 0.186, 0.1548, 0.1895, 0.2, 0.1952, 0.1646, 0.0, -0.0237, -0.0088, -0.0022, 0.0306, 0.068, 0.0966, 0.0916, 0.0997, 0.1032, 0.11, 0.1129, 0.0874, 0.151, 0.1481, 0.1447, 0.1456, 0.1497, 0.1538, 0.1618, 0.1372, 0.1551, 0.1738, 0.1801, 0.1827, 0.1813, 0.17, 0.1959, 0.1887, 0.1931, 0.176, 0.1806, 0.1682, 0.1601, 0.1175, 0.1331, 0.1361, 0.1932, 0.2908, 0.2821, 0.3134, 0.3215, 0.3193, 0.3226, 0.3376, 0.3034, 0.2814, 0.2704, 0.2926, 0.2814, 0.2555, 0.2651, 0.2504, 0.2705, 0.284, 0.2909, 0.2924, 0.2825, 0.2722, 0.3207, 0.3494, 0.402, 0.4182, 0.4478, 0.466, 0.4456, 0.5117, 0.546, 0.5916, 0.5996, 0.6057, 0.6001, 0.6132, 0.6438, 0.6339, 0.6596, 0.676, 0.7383, 0.7295, 0.6843, 0.6568, 0.6384, 0.6187, 0.5888, 0.5823, 0.5624, 0.5383, 0.5562, 0.5808, 0.6092, 0.6635, 0.6512, 0.6316, 0.6552, 0.678, 0.6859, 0.6783, 0.6867, 0.6879, 0.6894, 0.691, 0.6831, 0.692, 0.6311, 0.6664, 0.7354, 0.6995, 0.6657, 0.693, 0.687, 0.6809, 0.6178, 0.6263, 0.6308, 0.6891, 0.703, 0.6668, 0.6644, 0.628, 0.6034, 0.6039, 0.6243, 0.6352, 0.5715, 0.7339, 0.5988, 0.6572]}
{"unit_id": "reply:1909588331421114791", "ticker_idx": 0, "ts": "2025-04-08T12:45:11+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My biggest position. I think the valuation is absolutely insane in light of the AD POC they have as well as other \"shots on goal\" to bring in more cash.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long NKTR as biggest position; valuation seen as irrationally low given AD proof-of-concept and pipeline optionality.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@mic_h_el My biggest position.  I think the valuation is absolutely insane in light of the AD POC they have as well as other “shots on goal” to bring in more cash.", "reply_text": null, "parent_text": "@A_May_MD what about $nktr ? i am long with august 2$ calls thanks", "quoted_text": null, "parent_author": "mic_h_el", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.015911917413661714, "alpha_c_m1d": -0.011204732387128491, "bench_spy_m1d": 0.015911917413661714, "bench_c_m1d": 0.011204732387128491, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04081635301053255, "ret_signed_p1d": 0.04081635301053255, "alpha_spy_p1d": -0.06420290031354559, "alpha_c_p1d": -0.0026488475348831475, "bench_spy_p1d": 0.10501925332407813, "bench_c_p1d": 0.043465200545415694, "ret_p1w": 0.30612251782738453, "ret_signed_p1w": 0.30612251782738453, "alpha_spy_p1w": 0.2232793688392687, "alpha_c_p1w": 0.270703776896966, "bench_spy_p1w": 0.08284314898811584, "bench_c_p1w": 0.035418740930418524, "ret_p1m": 0.265306164816852, "ret_signed_p1m": 0.265306164816852, "alpha_spy_p1m": 0.12717378711859406, "alpha_c_p1m": 0.25658301588739096, "bench_spy_p1m": 0.13813237769825792, "bench_c_p1m": 0.008723148929461022, "ret_p3m": 2.4149660826049346, "ret_signed_p3m": 2.4149660826049346, "alpha_spy_p3m": 2.150725678848617, "alpha_c_p3m": 2.38495560057767, "bench_spy_p3m": 0.26424040375631797, "bench_c_p3m": 0.030010482027264862, "ret_p6m": 6.695238381927365, "ret_signed_p6m": 6.695238381927365, "alpha_spy_p6m": 6.331696004667929, "alpha_c_p6m": 6.5983524491583285, "bench_spy_p6m": 0.3635423772594357, "bench_c_p6m": 0.09688593276903634, "ret_p1y": 9.54421782388775, "ret_signed_p1y": 9.54421782388775, "alpha_spy_p1y": 9.15997475727853, "alpha_c_p1y": 9.416701130018422, "bench_spy_p1y": 0.3842430666092209, "bench_c_p1y": 0.12751669386932796, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.265306164816852, "alpha_spy_stated": 0.12717378711859406, "alpha_c_stated": 0.25658301588739096, "price_path": [1.3878, 1.4286, 1.3265, 1.102, 0.9592, 0.8367, 0.8571, 0.8163, 0.8163, 0.8367, 0.8776, 0.8163, 0.7959, 0.7959, 0.7143, 0.7143, 0.7347, 0.6939, 0.6531, 0.5918, 0.551, 0.4286, 0.3878, 0.4286, 0.3469, 0.4898, 0.8163, 1.0, 1.1633, 1.0408, 0.9592, 0.898, 0.7347, 0.7755, 0.5918, 0.6327, 0.7143, 0.6327, 0.7143, 0.7551, 0.7551, 0.7959, 0.6735, 0.6735, 0.6735, 0.6735, 0.8367, 0.8571, 0.7959, 0.8367, 0.7755, 0.7551, 0.7551, 0.7143, 0.6327, 0.551, 0.5102, 0.3878, 0.3061, 0.3469, 0.2245, 0.1224, 0.0, 0.0, 0.0408, 0.0204, 0.2653, 0.2245, 0.3061, 0.2449, 0.3061, 0.2857, 0.3469, 0.4082, 0.5102, 0.5918, 0.551, 0.5102, 0.6327, 0.5918, 0.5306, 0.4082, 0.3061, 0.2449, 0.2653, 0.2041, 0.449, 0.449, 0.4694, 0.3878, 0.4082, 0.4286, 0.4082, 0.2857, 0.3469, 0.3265, 0.3673, 0.4286, 0.5102, 0.4694, 0.6327, 0.5306, 0.5306, 0.3673, 0.3673, 0.1959, 0.5442, 0.2993, 0.1918, 0.1687, 0.2585, 0.1878, 0.1714, 0.1578, 0.298, 2.3265, 2.9619, 3.0381, 2.5048, 2.5156, 2.3456, 2.4735, 2.3687, 2.1932, 2.0925, 2.1782, 2.415, 2.4027, 2.3211, 2.2381, 2.2844, 2.6286, 2.3932, 2.3728, 2.3306, 2.4014, 2.3442, 2.4014, 2.2177, 2.117, 2.0027, 1.9497, 2.1238, 2.166, 2.0694, 2.0544, 1.9592, 2.1374, 2.0571, 2.2109, 2.4993, 2.6313, 2.7088, 2.732, 2.6354, 2.6667, 2.8095, 2.6776, 2.6925, 2.9156, 2.9837, 2.9918, 3.0626, 2.9578, 2.8844, 3.8952, 4.4667, 5.0313, 5.6082, 5.5551, 5.4218, 5.6231, 5.668, 5.7878, 5.9483, 6.9946, 6.502, 7.0122, 7.1088, 7.2082, 6.5673, 6.9592, 7.0163, 6.7415, 7.0068, 7.2313, 7.2381, 7.1537, 6.8912, 6.6952]}
{"unit_id": "thread:1909574310118772794", "ticker_idx": 0, "ts": "2025-04-08T11:49:28+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LXEO I would fully expect to bounce. It's down 75% from YTD high... IMO $LXEO is inarguably in a better position right now than it was at the start of the year", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strong bounce expected in LXEO on positive data, cash-raise ability, and extreme undervaluation; hopes SRRK obesity data catalyze a recovery.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$IBIO data were fine yesterday IMO, but I think the stock sold off because people were hoping there’d be a capital raise w/ data.  Will have to wait and hope $SRRK obesity data are positive now.  In a perfect world they’d have funding secured beforehand, but obviously the Biotech Great Depression makes it tough to raise cash right now.\n\n---\n\n$LXEO is another one with data yesterday that was (more obviously) very positive yet traded down and no raise was done.  Unlike $IBIO, I think $LXEO ultimately will be fully able to raise cash from this dataset.  Timing of course was awful with biotech potentially having hit an all-time bottom yesterday.  Funds are reeling, trying to keep up with the crash, and many likely dealing with *some* degree of redemptions — or at the very least planning for what they’ll do if redemptions eventually come.  I would think offerings/PIPEs simply aren’t being done at the moment. \n\nNot an easy time to be asking funds for money.  But things will eventually settle down, and people will gladly bet on $LXEO’s registrational FA trial.  It is relatively high POS, unmet need is huge, and obviously the valuation here far less than cash is an absolute pittance.  \n\n$LXEO I would fully expect to bounce.  It’s down 75% from YTD high, which was already a big drawdown beforehand.  IMO $LXEO is inarguably in a better position right now than it was at the start of the year, despite the fact it would need to 4x just to get back to those pre-data levels.  \n\nHopefully this is one of those situations we can look back at down the road and marvel at the opportunities this crash presented.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016483565788166232, "ret_signed_m1d": -0.016483565788166232, "alpha_spy_m1d": -0.032395483201827946, "alpha_c_m1d": -0.027688298175294723, "bench_spy_m1d": 0.015911917413661714, "bench_c_m1d": 0.011204732387128491, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.29670320169287656, "ret_signed_p1d": 0.29670320169287656, "alpha_spy_p1d": 0.19168394836879843, "alpha_c_p1d": 0.25323800114746087, "bench_spy_p1d": 0.10501925332407813, "bench_c_p1d": 0.043465200545415694, "ret_p1w": 0.4010988345196296, "ret_signed_p1w": 0.4010988345196296, "alpha_spy_p1w": 0.31825568553151373, "alpha_c_p1w": 0.36568009358921105, "bench_spy_p1w": 0.08284314898811584, "bench_c_p1w": 0.035418740930418524, "ret_p1m": 0.6483516008464383, "ret_signed_p1m": 0.6483516008464383, "alpha_spy_p1m": 0.5102192231481804, "alpha_c_p1m": 0.6396284519169773, "bench_spy_p1m": 0.13813237769825792, "bench_c_p1m": 0.008723148929461022, "ret_p3m": 1.5219780331345487, "ret_signed_p3m": 1.5219780331345487, "alpha_spy_p3m": 1.2577376293782307, "alpha_c_p3m": 1.4919675511072839, "bench_spy_p3m": 0.26424040375631797, "bench_c_p3m": 0.030010482027264862, "ret_p6m": 3.412087638213179, "ret_signed_p6m": 3.412087638213179, "alpha_spy_p6m": 3.048545260953743, "alpha_c_p6m": 3.3152017054441423, "bench_spy_p6m": 0.3635423772594357, "bench_c_p6m": 0.09688593276903634, "ret_p1y": 2.2857142015005043, "ret_signed_p1y": 2.2857142015005043, "alpha_spy_p1y": 1.9014711348912834, "alpha_c_p1y": 2.1581975076311766, "bench_spy_p1y": 0.3842430666092209, "bench_c_p1y": 0.12751669386932796, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6483516008464383, "alpha_spy_stated": 0.5102192231481804, "alpha_c_stated": 0.6396284519169773, "price_path": [2.9176, 3.0275, 2.7473, 2.511, 2.4835, 2.1868, 2.0165, 1.8516, 1.7857, 1.6813, 1.6923, 2.0824, 2.0659, 2.2253, 2.1209, 1.8626, 1.8846, 1.9835, 2.0495, 2.1703, 2.1923, 1.978, 1.7198, 1.5385, 1.3352, 1.1703, 1.3187, 1.4725, 1.3791, 1.4505, 1.2143, 1.1374, 1.0495, 0.8544, 0.7363, 0.6429, 0.5714, 0.2857, 0.3736, 0.489, 0.544, 0.4835, 0.4396, 0.4615, 0.5989, 0.6319, 0.6868, 0.7088, 0.6264, 0.6703, 0.478, 0.489, 1.2473, 1.4396, 1.1923, 1.2582, 1.2527, 0.9066, 0.7198, 0.6181, 0.4505, 0.283, -0.0165, 0.0, 0.2967, 0.1923, 0.0879, 0.1758, 0.4011, 0.2527, 0.489, 0.7637, 0.8791, 0.8516, 1.0165, 1.022, 0.9505, 0.9615, 1.1593, 1.5879, 1.5495, 1.4451, 0.7857, 0.6429, 0.6484, 0.478, 0.4451, 0.5549, 0.478, 0.4835, 0.7802, 0.8077, 0.9396, 0.6813, 0.6923, 0.5495, 0.4835, 0.5055, 0.5769, 0.4945, 0.4945, 0.5495, 0.7033, 0.7967, 1.1319, 1.4066, 1.533, 1.478, 1.2473, 1.1648, 1.1538, 1.1538, 1.3297, 1.1484, 1.1758, 1.3132, 1.3022, 1.2967, 1.2637, 1.2088, 1.3187, 1.4066, 1.4451, 1.4945, 1.4396, 1.5275, 1.522, 1.456, 1.4396, 1.2637, 1.3132, 1.3407, 1.2802, 1.1758, 1.1374, 1.1429, 1.0165, 1.2692, 1.3407, 1.2527, 1.5549, 1.5989, 1.533, 1.6209, 1.5989, 1.6154, 1.4451, 1.489, 1.4396, 1.5659, 1.5934, 1.6319, 1.5934, 1.7033, 1.6264, 1.6374, 1.6264, 1.6923, 1.5604, 1.6868, 1.6648, 1.6154, 1.6319, 1.6319, 1.7033, 1.7308, 1.7582, 1.8846, 1.8516, 1.8571, 1.8462, 1.8462, 1.956, 1.8626, 1.9451, 2.0, 1.8297, 1.9176, 1.9396, 2.5934, 2.5714, 2.7198, 2.6593, 2.6484, 2.6484, 2.6813, 2.6374, 2.5549, 3.5824, 3.4121]}
{"unit_id": "thread:1909574310118772794", "ticker_idx": 1, "ts": "2025-04-08T11:49:28+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Will have to wait and hope $SRRK obesity data are positive now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strong bounce expected in LXEO on positive data, cash-raise ability, and extreme undervaluation; hopes SRRK obesity data catalyze a recovery.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$IBIO data were fine yesterday IMO, but I think the stock sold off because people were hoping there’d be a capital raise w/ data.  Will have to wait and hope $SRRK obesity data are positive now.  In a perfect world they’d have funding secured beforehand, but obviously the Biotech Great Depression makes it tough to raise cash right now.\n\n---\n\n$LXEO is another one with data yesterday that was (more obviously) very positive yet traded down and no raise was done.  Unlike $IBIO, I think $LXEO ultimately will be fully able to raise cash from this dataset.  Timing of course was awful with biotech potentially having hit an all-time bottom yesterday.  Funds are reeling, trying to keep up with the crash, and many likely dealing with *some* degree of redemptions — or at the very least planning for what they’ll do if redemptions eventually come.  I would think offerings/PIPEs simply aren’t being done at the moment. \n\nNot an easy time to be asking funds for money.  But things will eventually settle down, and people will gladly bet on $LXEO’s registrational FA trial.  It is relatively high POS, unmet need is huge, and obviously the valuation here far less than cash is an absolute pittance.  \n\n$LXEO I would fully expect to bounce.  It’s down 75% from YTD high, which was already a big drawdown beforehand.  IMO $LXEO is inarguably in a better position right now than it was at the start of the year, despite the fact it would need to 4x just to get back to those pre-data levels.  \n\nHopefully this is one of those situations we can look back at down the road and marvel at the opportunities this crash presented.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06416026343392756, "ret_signed_m1d": 0.06416026343392756, "alpha_spy_m1d": 0.04824834602026584, "alpha_c_m1d": 0.052955531046799065, "bench_spy_m1d": 0.015911917413661714, "bench_c_m1d": 0.011204732387128491, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10584389968390395, "ret_signed_p1d": 0.10584389968390395, "alpha_spy_p1d": 0.0008246463598258202, "alpha_c_p1d": 0.06237869913848826, "bench_spy_p1d": 0.10501925332407813, "bench_c_p1d": 0.043465200545415694, "ret_p1w": 0.2349816167286094, "ret_signed_p1w": 0.2349816167286094, "alpha_spy_p1w": 0.15213846774049355, "alpha_c_p1w": 0.19956287579819088, "bench_spy_p1w": 0.08284314898811584, "bench_c_p1w": 0.035418740930418524, "ret_p1m": 0.2664487388933183, "ret_signed_p1m": 0.2664487388933183, "alpha_spy_p1m": 0.1283163611950604, "alpha_c_p1m": 0.2577255899638573, "bench_spy_p1m": 0.13813237769825792, "bench_c_p1m": 0.008723148929461022, "ret_p3m": 0.5576216897425719, "ret_signed_p3m": 0.5576216897425719, "alpha_spy_p3m": 0.2933812859862539, "alpha_c_p3m": 0.527611207715307, "bench_spy_p3m": 0.26424040375631797, "bench_c_p3m": 0.030010482027264862, "ret_p6m": 0.5811197267011745, "ret_signed_p6m": 0.5811197267011745, "alpha_spy_p6m": 0.2175773494417388, "alpha_c_p6m": 0.48423379393213817, "bench_spy_p6m": 0.3635423772594357, "bench_c_p6m": 0.09688593276903634, "ret_p1y": 1.0416837141963877, "ret_signed_p1y": 1.0416837141963877, "alpha_spy_p1y": 0.6574406475871668, "alpha_c_p1y": 0.9141670203270598, "bench_spy_p1y": 0.3842430666092209, "bench_c_p1y": 0.12751669386932796, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2664487388933183, "alpha_spy_stated": 0.1283163611950604, "alpha_c_stated": 0.2577255899638573, "price_path": [0.7515, 0.6543, 0.6694, 0.6547, 0.7409, 0.6972, 0.8112, 0.794, 0.7626, 0.8341, 0.9097, 0.8553, 0.7879, 0.7385, 0.7303, 0.7393, 0.651, 0.6502, 0.6367, 0.6357, 0.7119, 0.6641, 0.6326, 0.5586, 0.5133, 0.5198, 0.5378, 0.5149, 0.51, 0.5533, 0.5999, 0.5407, 0.5186, 0.4855, 0.5129, 0.4696, 0.5864, 0.4806, 0.5157, 0.4769, 0.4765, 0.4712, 0.4365, 0.4099, 0.4626, 0.4119, 0.414, 0.4189, 0.3846, 0.3882, 0.3747, 0.3506, 0.3817, 0.36, 0.3143, 0.3633, 0.3421, 0.3139, 0.2284, 0.3298, 0.2546, 0.0993, 0.0642, 0.0, 0.1058, 0.0752, 0.1443, 0.1823, 0.235, 0.2162, 0.2566, 0.2182, 0.293, 0.329, 0.405, 0.3408, 0.2942, 0.3392, 0.3449, 0.3388, 0.3449, 0.331, 0.1978, 0.2137, 0.2664, 0.2534, 0.3265, 0.2832, 0.2481, 0.2599, 0.2485, 0.2325, 0.2889, 0.2554, 0.2448, 0.226, 0.2452, 0.1794, 0.2195, 0.1855, 0.2162, 0.2644, 0.2595, 0.3997, 0.3989, 0.3923, 0.4066, 0.349, 0.3617, 0.3261, 0.313, 0.273, 0.4843, 0.3911, 0.36, 0.3653, 0.4634, 0.4499, 0.4634, 0.4475, 0.3796, 0.4528, 0.4708, 0.4499, 0.3993, 0.5116, 0.5576, 0.53, 0.577, 0.584, 0.6817, 0.7515, 0.6641, 0.6804, 0.6338, 0.6228, 0.5983, 0.5917, 0.5157, 0.5231, 0.546, 0.5141, 0.4859, 0.5116, 0.5112, 0.4146, 0.283, 0.3059, 0.2857, 0.3159, 0.3069, 0.3196, 0.2836, 0.2881, 0.2309, 0.4058, 0.4136, 0.4503, 0.3621, 0.3805, 0.4087, 0.36, 0.3343, 0.3535, 0.405, 0.3257, 0.2836, 0.2906, 0.2906, 0.2767, 0.3012, 0.2942, 0.376, 0.3216, 0.3057, 0.3273, 0.2603, 0.3314, 0.3792, 0.378, 0.4095, 0.5836, 0.5676, 0.5219, 0.4172, 0.4381, 0.5313, 0.6265, 0.6142, 0.5811]}
{"unit_id": "thread:1914996702731260143", "ticker_idx": 0, "ts": "2025-04-23T10:56:07+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS *will* be sued for this", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS: author claims NVO will sue HIMS over corporate practice of medicine / personalized dosing scam, laying legal groundwork now.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$LLY would be suing $HIMS under the same premise right now if $HIMS had ever sold Tirzepatide.  They are laying the groundwork here for $NVO to take this same attack against $HIMS IMO. \n\nWon’t be long.\n\nhttps://t.co/3S9asD1I9n\n\n---\n\n“alleged that the two companies…engaged in the corporate practice of medicine, which refers to controlling and influencing prescribing decisions of health care providers”\n\nThis *is* what is happening with the $HIMS personalized dosing scam (emphasis on SCAM).  $HIMS *will* be sued for this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05091721264017335, "ret_signed_m1d": 0.05091721264017335, "alpha_spy_m1d": 0.03565817839601049, "alpha_c_m1d": 0.03565817839601049, "bench_spy_m1d": -0.015259034244162861, "bench_c_m1d": -0.015259034244162861, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053538014009408386, "ret_signed_p1d": -0.053538014009408386, "alpha_spy_p1d": -0.03248921665828419, "alpha_c_p1d": -0.03248921665828419, "bench_spy_p1d": 0.021048797351124193, "bench_c_p1d": 0.021048797351124193, "ret_p1w": 0.23923622645734732, "ret_signed_p1w": -0.23923622645734732, "alpha_spy_p1w": -0.2035260403699568, "alpha_c_p1w": -0.2035260403699568, "bench_spy_p1w": 0.035710186087390516, "bench_c_p1w": 0.035710186087390516, "ret_p1m": 1.0037440019560502, "ret_signed_p1m": -1.0037440019560502, "alpha_spy_p1m": -0.9147111207024328, "alpha_c_p1m": -0.9147111207024328, "bench_spy_p1m": 0.08903288125361741, "bench_c_p1m": 0.08903288125361741, "ret_p3m": 1.1460127914473084, "ret_signed_p3m": -1.1460127914473084, "alpha_spy_p3m": -0.9576083396471875, "alpha_c_p3m": -0.9576083396471875, "bench_spy_p3m": 0.1884044518001209, "bench_c_p3m": 0.1884044518001209, "ret_p6m": 0.7768626249059893, "ret_signed_p6m": -0.7768626249059893, "alpha_spy_p6m": -0.5224621564073986, "alpha_c_p6m": -0.5224621564073986, "bench_spy_p6m": 0.25440046849859077, "bench_c_p6m": 0.25440046849859077, "ret_p1y": 0.14414079046928352, "ret_signed_p1y": -0.14414079046928352, "alpha_spy_p1y": 0.20456548040423717, "alpha_c_p1y": 0.20456548040423717, "bench_spy_p1y": 0.3487062708735207, "bench_c_p1y": 0.3487062708735207, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -1.0037440019560502, "alpha_spy_stated": -0.9147111207024328, "alpha_c_stated": -0.9147111207024328, "price_path": [0.1127, 0.1565, 0.1557, 0.1423, 0.1808, 0.1928, 0.2714, 0.3957, 0.4575, 0.5668, 0.5799, 0.5152, 0.593, 0.6762, 0.6316, 0.7349, 1.2156, 1.2639, 1.1902, 1.5736, 1.4863, 0.845, 0.921, 0.4923, 0.5683, 0.5477, 0.6881, 0.523, 0.5159, 0.5309, 0.2875, 0.3459, 0.2905, 0.2995, 0.2703, 0.1808, 0.2407, 0.2988, 0.179, 0.2684, 0.2306, 0.301, 0.4006, 0.3867, 0.249, 0.1951, 0.091, 0.1063, 0.1625, 0.1689, 0.0479, -0.027, 0.0397, -0.0228, 0.1041, 0.0037, 0.0195, 0.0599, 0.103, 0.009, 0.0195, -0.0326, -0.0509, 0.0, 0.0535, 0.0517, 0.0663, 0.3119, 0.2392, 0.3538, 0.5283, 0.568, 0.8521, 0.9599, 0.9244, 0.9453, 1.067, 1.3961, 1.2883, 1.1932, 1.4204, 1.334, 1.2917, 1.1715, 1.0037, 1.0528, 0.9978, 0.997, 0.9618, 1.1176, 1.1254, 1.049, 1.0071, 0.9757, 1.1089, 1.1288, 1.0685, 1.155, 1.1396, 1.0771, 1.2381, 1.2179, 1.2864, 1.4043, 0.5717, 0.608, 0.5504, 0.7327, 0.8499, 0.8663, 0.7956, 0.7769, 0.7963, 0.8128, 0.833, 0.9184, 0.8821, 0.793, 0.948, 0.8892, 0.9412, 0.8716, 0.8862, 0.7821, 0.8723, 1.1722, 1.146, 1.1584, 1.1969, 1.2565, 1.4534, 1.4777, 1.3418, 1.3718, 1.0786, 0.9143, 0.9113, 0.9446, 0.8712, 0.7956, 0.8094, 0.7645, 0.723, 0.6885, 0.5792, 0.6241, 0.6458, 0.6687, 0.6095, 0.6979, 0.6477, 0.6518, 0.5855, 0.5548, 0.6645, 0.8012, 0.8124, 0.8585, 0.7892, 0.7888, 0.9379, 1.0779, 1.0202, 0.9053, 0.8851, 1.1041, 1.1647, 1.1602, 1.0966, 0.9936, 1.0543, 1.1864, 1.2134, 1.1235, 1.1082, 1.1666, 0.9671, 1.0502, 1.1703, 1.1778, 1.1808, 1.0198, 1.049, 1.0225, 1.3497, 1.2145, 0.8637, 0.9229, 0.848, 0.7769]}
{"unit_id": "reply:1947888982664020131", "ticker_idx": 0, "ts": "2025-07-23T05:18:18+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bidding war over $ABVX is $JNJ vs $LLY with both pharmas trying to establish the GOATed safe label oral combo treatment that can't be replicated", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX on bidding war between JNJ and LLY for the company post Phase 3 data.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DueDoctor Bidding war over $ABVX is $JNJ vs $LLY with both pharmas trying to establish the GOATed safe label oral combo treatment that can’t be replicated (IL23+obefazimod for $JNJ and a4b7+obefazimod for $LLY)\n\nWho says no!?", "reply_text": null, "parent_text": "$JNJ buying $ABVX makes A LOT of sense post Phase 3 data https://t.co/9C8XaeJ1Uj", "quoted_text": null, "parent_author": "DueDoctor", "ret_m1d": -0.8542274020053742, "ret_signed_m1d": -0.8542274020053742, "alpha_spy_m1d": -0.845791692254741, "alpha_c_m1d": -0.834120314842449, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.020107087162925197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690967475089633, "ret_signed_p1d": 0.01690967475089633, "alpha_spy_p1d": 0.016578645099805778, "alpha_c_p1d": 0.020652303490745982, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0037426287398496516, "ret_p1w": 0.032580184549052094, "ret_signed_p1w": 0.032580184549052094, "alpha_spy_p1w": 0.03218610163108693, "alpha_c_p1w": 0.04784391651989239, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.0152637319708403, "ret_p1m": 0.08498545132262669, "ret_signed_p1m": 0.08498545132262669, "alpha_spy_p1m": 0.08287268036021289, "alpha_c_p1m": 0.07933504041046202, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.005650410912164672, "ret_p3m": 0.33629737912497526, "ret_signed_p3m": 0.33629737912497526, "alpha_spy_p3m": 0.2748965359821396, "alpha_c_p3m": 0.2664087357998195, "bench_spy_p3m": 0.06140084314283567, "bench_c_p3m": 0.06988864332515576, "ret_p6m": 0.8021865889699193, "ret_signed_p6m": 0.8021865889699193, "alpha_spy_p6m": 0.7095963695241168, "alpha_c_p6m": 0.6303142333109557, "bench_spy_p6m": 0.09259021944580259, "bench_c_p6m": 0.17187235565896364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08498545132262669, "alpha_spy_stated": 0.08287268036021289, "alpha_c_stated": 0.07933504041046202, "price_path": [-0.9052, -0.9014, -0.899, -0.9003, -0.8942, -0.8962, -0.8962, -0.8993, -0.8952, -0.8962, -0.9016, -0.9034, -0.9001, -0.9022, -0.9067, -0.912, -0.9111, -0.9127, -0.9124, -0.9143, -0.9155, -0.9152, -0.9118, -0.9173, -0.9171, -0.9172, -0.9123, -0.9122, -0.9074, -0.8872, -0.8825, -0.8812, -0.8806, -0.8863, -0.8853, -0.8918, -0.8977, -0.8983, -0.902, -0.9117, -0.9118, -0.913, -0.9109, -0.9031, -0.8972, -0.8953, -0.8921, -0.8885, -0.8883, -0.8869, -0.884, -0.8841, -0.887, -0.8789, -0.879, -0.8794, -0.8713, -0.871, -0.856, -0.8493, -0.855, -0.8522, -0.8542, 0.0, 0.0169, -0.0308, -0.0296, 0.0175, 0.0326, 0.0462, 0.0488, 0.0506, 0.0337, 0.0071, 0.0207, 0.0223, 0.0058, 0.0483, 0.0188, 0.014, 0.0268, 0.0206, 0.0052, 0.048, 0.085, 0.1265, 0.1292, 0.1618, 0.1579, 0.1901, 0.1812, 0.1952, 0.2194, 0.2471, 0.2832, 0.312, 0.301, 0.2774, 0.2531, 0.2246, 0.2517, 0.1994, 0.1808, 0.2144, 0.1997, 0.1984, 0.1956, 0.2034, 0.1953, 0.2076, 0.2147, 0.2376, 0.2012, 0.208, 0.2233, 0.2634, 0.2684, 0.2611, 0.3208, 0.3669, 0.394, 0.4259, 0.3937, 0.3544, 0.3517, 0.3337, 0.3363, 0.3223, 0.3188, 0.323, 0.3825, 0.3738, 0.4423, 0.5203, 0.493, 0.441, 0.4379, 0.452, 0.5146, 0.5345, 0.5469, 0.5898, 0.5077, 0.4708, 0.6092, 0.6563, 0.6593, 0.6465, 0.7915, 0.7364, 0.8325, 0.8692, 0.8321, 0.8197, 0.7481, 0.6739, 0.6171, 0.6128, 0.6692, 0.6771, 0.7936, 0.859, 0.9401, 0.8301, 0.7188, 0.6178, 0.6155, 0.6561, 0.6755, 1.0222, 1.0168, 1.1182, 1.0745, 1.0466, 1.0166, 0.9658, 0.95, 0.7964, 0.7362, 0.8437, 0.6835, 0.6676, 0.7201, 0.744, 0.8223, 0.7026, 0.707, 0.7324, 0.7494, 0.8022]}
{"unit_id": "reply:1947769031823384936", "ticker_idx": 0, "ts": "2025-07-22T21:21:39+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX will be next", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish ABVX: CEO has history of selling before stock declines (Corvidia, CINC pattern), predicts ABVX will be next.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@WarrrenSmith @biotech_bro $ABVX CEO sold Corvidia too before he sold $CINC.  $ABVX will be next.", "reply_text": null, "parent_text": "@A_May_MD @biotech_bro CEO sold CINC prior too", "quoted_text": null, "parent_author": "oysterbio", "ret_m1d": -0.8542274020053742, "ret_signed_m1d": 0.8542274020053742, "alpha_spy_m1d": 0.845791692254741, "alpha_c_m1d": 0.834120314842449, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.020107087162925197, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690967475089633, "ret_signed_p1d": -0.01690967475089633, "alpha_spy_p1d": -0.016578645099805778, "alpha_c_p1d": -0.020652303490745982, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0037426287398496516, "ret_p1w": 0.032580184549052094, "ret_signed_p1w": -0.032580184549052094, "alpha_spy_p1w": -0.03218610163108693, "alpha_c_p1w": -0.04784391651989239, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.0152637319708403, "ret_p1m": 0.08498545132262669, "ret_signed_p1m": -0.08498545132262669, "alpha_spy_p1m": -0.08287268036021289, "alpha_c_p1m": -0.07933504041046202, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.005650410912164672, "ret_p3m": 0.33629737912497526, "ret_signed_p3m": -0.33629737912497526, "alpha_spy_p3m": -0.2748965359821396, "alpha_c_p3m": -0.2664087357998195, "bench_spy_p3m": 0.06140084314283567, "bench_c_p3m": 0.06988864332515576, "ret_p6m": 0.8021865889699193, "ret_signed_p6m": -0.8021865889699193, "alpha_spy_p6m": -0.7095963695241168, "alpha_c_p6m": -0.6303142333109557, "bench_spy_p6m": 0.09259021944580259, "bench_c_p6m": 0.17187235565896364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08498545132262669, "alpha_spy_stated": -0.08287268036021289, "alpha_c_stated": -0.07933504041046202, "price_path": [-0.9052, -0.9014, -0.899, -0.9003, -0.8942, -0.8962, -0.8962, -0.8993, -0.8952, -0.8962, -0.9016, -0.9034, -0.9001, -0.9022, -0.9067, -0.912, -0.9111, -0.9127, -0.9124, -0.9143, -0.9155, -0.9152, -0.9118, -0.9173, -0.9171, -0.9172, -0.9123, -0.9122, -0.9074, -0.8872, -0.8825, -0.8812, -0.8806, -0.8863, -0.8853, -0.8918, -0.8977, -0.8983, -0.902, -0.9117, -0.9118, -0.913, -0.9109, -0.9031, -0.8972, -0.8953, -0.8921, -0.8885, -0.8883, -0.8869, -0.884, -0.8841, -0.887, -0.8789, -0.879, -0.8794, -0.8713, -0.871, -0.856, -0.8493, -0.855, -0.8522, -0.8542, 0.0, 0.0169, -0.0308, -0.0296, 0.0175, 0.0326, 0.0462, 0.0488, 0.0506, 0.0337, 0.0071, 0.0207, 0.0223, 0.0058, 0.0483, 0.0188, 0.014, 0.0268, 0.0206, 0.0052, 0.048, 0.085, 0.1265, 0.1292, 0.1618, 0.1579, 0.1901, 0.1812, 0.1952, 0.2194, 0.2471, 0.2832, 0.312, 0.301, 0.2774, 0.2531, 0.2246, 0.2517, 0.1994, 0.1808, 0.2144, 0.1997, 0.1984, 0.1956, 0.2034, 0.1953, 0.2076, 0.2147, 0.2376, 0.2012, 0.208, 0.2233, 0.2634, 0.2684, 0.2611, 0.3208, 0.3669, 0.394, 0.4259, 0.3937, 0.3544, 0.3517, 0.3337, 0.3363, 0.3223, 0.3188, 0.323, 0.3825, 0.3738, 0.4423, 0.5203, 0.493, 0.441, 0.4379, 0.452, 0.5146, 0.5345, 0.5469, 0.5898, 0.5077, 0.4708, 0.6092, 0.6563, 0.6593, 0.6465, 0.7915, 0.7364, 0.8325, 0.8692, 0.8321, 0.8197, 0.7481, 0.6739, 0.6171, 0.6128, 0.6692, 0.6771, 0.7936, 0.859, 0.9401, 0.8301, 0.7188, 0.6178, 0.6155, 0.6561, 0.6755, 1.0222, 1.0168, 1.1182, 1.0745, 1.0466, 1.0166, 0.9658, 0.95, 0.7964, 0.7362, 0.8437, 0.6835, 0.6676, 0.7201, 0.744, 0.8223, 0.7026, 0.707, 0.7324, 0.7494, 0.8022]}
{"unit_id": "thread:1919868897940906066", "ticker_idx": 0, "ts": "2025-05-06T21:36:29+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cheap is cheap… You have to fully believe that gene therapy is truly completely dead forever for this type of valuation to make sense. I just don't but that", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LXEO: deeply undervalued vs RCKT's comparable-stage peak; gene therapy not dead, implying significant upside from current price.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@plainyogurt21 @sharkbiotech @Sanctuary_Bio @MattyKirsh @VPrasadMDMPH I mean ok but also RCKT was valued several multiples higher than even RCKT is right now back when they were at LXEOs stage 😉 \n\nMarket dynamics etc etc I get it.  But just saying.  Cheap is cheap.\n\n---\n\nRCKT peak valuation a couple years ago that they achieved via basically the same POC that LXEO currently has for roughly comparable markets would be a 30x from LXEO’s current price.\n\nYou have to fully believe that gene therapy is truly completely dead forever for this type of valuation to make sense.  I just don’t but that 🤷🏻‍♂️", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0869565182722325, "ret_signed_m1d": 0.0869565182722325, "alpha_spy_m1d": 0.0911443231435558, "alpha_c_m1d": 0.09456593402927638, "bench_spy_m1d": -0.0041878048713233085, "bench_c_m1d": -0.00760941575704388, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0033444784051375187, "ret_signed_p1d": 0.0033444784051375187, "alpha_spy_p1d": -0.00362328416679758, "alpha_c_p1d": 0.012357482566221267, "bench_spy_p1d": 0.006967762571935099, "bench_c_p1d": -0.009013004161083749, "ret_p1w": -0.1003344318927828, "ret_signed_p1w": -0.1003344318927828, "alpha_spy_p1w": -0.14745197952095634, "alpha_c_p1w": -0.0516493738159135, "bench_spy_p1w": 0.04711754762817355, "bench_c_p1w": -0.04868505807686929, "ret_p1m": 0.29765889701186565, "ret_signed_p1m": 0.29765889701186565, "alpha_spy_p1m": 0.22995880904899213, "alpha_c_p1m": 0.3048989715547672, "bench_spy_p1m": 0.06770008796287352, "bench_c_p1m": -0.007240074542901542, "ret_p3m": 0.48829424584336345, "ret_signed_p3m": 0.48829424584336345, "alpha_spy_p3m": 0.35825941916331394, "alpha_c_p3m": 0.5306563865675292, "bench_spy_p3m": 0.1300348266800495, "bench_c_p3m": -0.042362140724165775, "ret_p6m": 1.7424748438497852, "ret_signed_p6m": 1.7424748438497852, "alpha_spy_p6m": 1.5280630507583177, "alpha_c_p6m": 1.6562995872557422, "bench_spy_p6m": 0.21441179309146752, "bench_c_p6m": 0.08617525659404301, "ret_p1y": 0.9498327441842811, "ret_signed_p1y": 0.9498327441842811, "alpha_spy_p1y": 0.6202849946826914, "alpha_c_p1y": 0.8708652060528699, "bench_spy_p1y": 0.3295477495015897, "bench_c_p1y": 0.07896753813141122, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29765889701186565, "alpha_spy_stated": 0.22995880904899213, "alpha_c_stated": 0.3048989715547672, "price_path": [0.9431, 0.8127, 0.6555, 0.5452, 0.4214, 0.3211, 0.4114, 0.505, 0.4482, 0.4916, 0.3478, 0.301, 0.2475, 0.1288, 0.0569, 0.0, -0.0435, -0.2174, -0.1639, -0.0936, -0.0602, -0.097, -0.1237, -0.1104, -0.0268, -0.0067, 0.0268, 0.0401, -0.01, 0.0167, -0.1003, -0.0936, 0.3679, 0.4849, 0.3344, 0.3746, 0.3712, 0.1605, 0.0468, -0.0151, -0.1171, -0.2191, -0.4013, -0.3913, -0.2107, -0.2742, -0.3378, -0.2843, -0.1472, -0.2375, -0.0936, 0.0736, 0.1438, 0.1271, 0.2274, 0.2308, 0.1873, 0.194, 0.3144, 0.5753, 0.5518, 0.4883, 0.087, 0.0, 0.0033, -0.1003, -0.1204, -0.0535, -0.1003, -0.097, 0.0836, 0.1003, 0.1806, 0.0234, 0.0301, -0.0569, -0.097, -0.0836, -0.0401, -0.0903, -0.0903, -0.0569, 0.0368, 0.0936, 0.2977, 0.4649, 0.5418, 0.5084, 0.3679, 0.3177, 0.311, 0.311, 0.4181, 0.3077, 0.3244, 0.408, 0.4013, 0.398, 0.3779, 0.3445, 0.4114, 0.4649, 0.4883, 0.5184, 0.4849, 0.5385, 0.5351, 0.495, 0.4849, 0.3779, 0.408, 0.4247, 0.388, 0.3244, 0.301, 0.3043, 0.2274, 0.3813, 0.4247, 0.3712, 0.5552, 0.5819, 0.5418, 0.5953, 0.5819, 0.592, 0.4883, 0.5151, 0.4849, 0.5619, 0.5786, 0.602, 0.5786, 0.6455, 0.5987, 0.6054, 0.5987, 0.6388, 0.5585, 0.6355, 0.6221, 0.592, 0.602, 0.602, 0.6455, 0.6622, 0.6789, 0.7559, 0.7358, 0.7391, 0.7324, 0.7324, 0.7993, 0.7425, 0.7926, 0.8261, 0.7224, 0.7759, 0.7893, 1.1873, 1.1739, 1.2642, 1.2274, 1.2207, 1.2207, 1.2408, 1.214, 1.1639, 1.7893, 1.6856, 1.7425, 1.7559, 1.7425, 1.8428, 1.9532, 1.9331, 2.204, 2.0836, 2.2107, 2.087, 2.01, 2.087, 2.291, 2.3712, 2.3144, 2.1538, 2.3478, 2.0234, 1.7926, 1.7425]}
{"unit_id": "reply:1947596447085396091", "ticker_idx": 0, "ts": "2025-07-22T09:55:52+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "whatever move they have would be ~10x larger if they owned the whole drug like $ABVX does", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: owns 100% of its drug vs PTGX's 6-10%, implying ~10x larger upside move on similar data.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@s86CoffeeDev Noo, The $PTGX move was absolutely MASSIVE!  PTGX only owns 6-10% of their drug (JNJ owns the rest) so whatever move they have would be ~10x larger if they owned the whole drug like $ABVX does.  \n\n$PTGX was a &gt;$10B move if you adjust for their small ownership of the drug.", "reply_text": null, "parent_text": "@A_May_MD great work - thx. Q: the PTGX data was similar? and the stock didnt move in the way you expect ABVX to move. What am I missing?", "quoted_text": null, "parent_author": "s86CoffeeDev", "ret_m1d": 0.01400003433227548, "ret_signed_m1d": 0.01400003433227548, "alpha_spy_m1d": 0.014143209269380064, "alpha_c_m1d": 0.03227308644223792, "bench_spy_m1d": -0.0001431749371045843, "bench_c_m1d": -0.01827305210996244, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 5.8599998474121096, "ret_signed_p1d": 5.8599998474121096, "alpha_spy_p1d": 5.851492371060262, "alpha_c_p1d": 5.839480169292682, "bench_spy_p1d": 0.008507476351847565, "bench_c_p1d": 0.020519678119427676, "ret_p1w": 5.980000305175781, "ret_signed_p1w": 5.980000305175781, "alpha_spy_p1w": 5.969823206904881, "alpha_c_p1w": 5.9732601956319265, "bench_spy_p1w": 0.010177098270900187, "bench_c_p1w": 0.0067401095438544, "ret_p1m": 6.188999938964844, "ret_signed_p1m": 6.188999938964844, "alpha_spy_p1m": 6.17429089761967, "alpha_c_p1m": 6.159268839539604, "bench_spy_p1m": 0.014709041345173146, "bench_c_p1m": 0.02973109942523977, "ret_p3m": 8.148999786376953, "ret_signed_p3m": 8.148999786376953, "alpha_spy_p3m": 8.078553105106247, "alpha_c_p3m": 8.059715386768307, "bench_spy_p3m": 0.07044668127070652, "bench_c_p3m": 0.08928439960864631, "ret_p6m": 11.001000213623048, "ret_signed_p6m": 11.001000213623048, "alpha_spy_p6m": 10.904840334223644, "alpha_c_p6m": 10.805308068062796, "bench_spy_p6m": 0.09615987939940318, "bench_c_p6m": 0.19569214556025116, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 6.188999938964844, "alpha_spy_stated": 6.17429089761967, "alpha_c_stated": 6.159268839539604, "price_path": [-0.377, -0.35, -0.3235, -0.307, -0.316, -0.274, -0.288, -0.288, -0.309, -0.281, -0.288, -0.325, -0.3375, -0.315, -0.329, -0.36, -0.396, -0.39, -0.401, -0.399, -0.412, -0.42, -0.418, -0.395, -0.433, -0.431, -0.432, -0.3985, -0.398, -0.365, -0.226, -0.194, -0.185, -0.181, -0.22, -0.213, -0.258, -0.298, -0.302, -0.328, -0.394, -0.395, -0.403, -0.389, -0.335, -0.295, -0.282, -0.26, -0.235, -0.234, -0.224, -0.204, -0.205, -0.225, -0.169, -0.17, -0.173, -0.117, -0.115, -0.012, 0.034, -0.005, 0.014, 0.0, 5.86, 5.976, 5.649, 5.657, 5.98, 6.0835, 6.177, 6.1945, 6.207, 6.091, 5.909, 6.002, 6.013, 5.9, 6.191, 5.989, 5.956, 6.044, 6.001, 5.896, 6.189, 6.443, 6.728, 6.746, 6.97, 6.943, 7.164, 7.103, 7.199, 7.365, 7.555, 7.803, 8.0, 7.925, 7.763, 7.596, 7.401, 7.587, 7.228, 7.1, 7.331, 7.23, 7.221, 7.202, 7.255, 7.2, 7.284, 7.333, 7.49, 7.24, 7.287, 7.392, 7.667, 7.701, 7.651, 8.061, 8.377, 8.563, 8.782, 8.561, 8.291, 8.273, 8.149, 8.167, 8.071, 8.047, 8.076, 8.484, 8.4245, 8.894, 9.429, 9.242, 8.885, 8.864, 8.961, 9.39, 9.527, 9.612, 9.906, 9.343, 9.09, 10.039, 10.362, 10.383, 10.295, 11.29, 10.912, 11.571, 11.823, 11.568, 11.483, 10.992, 10.483, 10.093, 10.064, 10.451, 10.505, 11.304, 11.753, 12.309, 11.5545, 10.791, 10.098, 10.082, 10.361, 10.494, 12.872, 12.835, 13.531, 13.231, 13.04, 12.834, 12.4855, 12.377, 11.323, 10.91, 11.648, 10.549, 10.44, 10.8, 10.964, 11.501, 10.68, 10.71, 10.884, 11.001]}
{"unit_id": "thread:1952460565420687686", "ticker_idx": 0, "ts": "2025-08-04T20:04:08+00:00", "symbol": "VRTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BUY SOMETHING $VRTX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy VRTX; avoid CRSP.", "resolved_tickers": ["VRTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@BioStocks BUY SOMETHING $VRTX\n\n---\n\n@BioStocks NOT $CRSP THOUGH", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.25945377133953684, "ret_signed_m1d": 0.25945377133953684, "alpha_spy_m1d": 0.2543580098605611, "alpha_c_m1d": 0.2556047714973746, "bench_spy_m1d": 0.005095761478975724, "bench_c_m1d": 0.0038489998421622484, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02845480451635396, "ret_signed_p1d": 0.02845480451635396, "alpha_spy_p1d": 0.020795144071310556, "alpha_c_p1d": 0.043473883278528525, "bench_spy_p1d": 0.007659660445043404, "bench_c_p1d": -0.015019078762174565, "ret_p1w": 0.03410842618970977, "ret_signed_p1w": 0.03410842618970977, "alpha_spy_p1w": 0.01066766788096718, "alpha_c_p1w": 0.043995388504765254, "bench_spy_p1w": 0.023440758308742593, "bench_c_p1w": -0.00988696231505548, "ret_p1m": 0.05853640473186039, "ret_signed_p1m": 0.05853640473186039, "alpha_spy_p1m": 0.024856560142070494, "alpha_c_p1m": 0.02132905628491688, "bench_spy_p1m": 0.0336798445897899, "bench_c_p1m": 0.03720734844694351, "ret_p3m": 0.1360605566133286, "ret_signed_p3m": 0.1360605566133286, "alpha_spy_p3m": 0.04487065984932492, "alpha_c_p3m": 0.040886411943710455, "bench_spy_p3m": 0.09118989676400369, "bench_c_p3m": 0.09517414466961815, "ret_p6m": 0.25478685590743977, "ret_signed_p6m": 0.25478685590743977, "alpha_spy_p6m": 0.15580807190113788, "alpha_c_p6m": 0.06677918403905103, "bench_spy_p6m": 0.09897878400630189, "bench_c_p6m": 0.18800767186838874, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05853640473186039, "alpha_spy_stated": 0.024856560142070494, "alpha_c_stated": 0.02132905628491688, "price_path": [0.3339, 0.2001, 0.1596, 0.1457, 0.1334, 0.1717, 0.1521, 0.1232, 0.1584, 0.1698, 0.1752, 0.1925, 0.1609, 0.1575, 0.1627, 0.1894, 0.187, 0.1923, 0.1789, 0.1879, 0.1907, 0.189, 0.1836, 0.2014, 0.1898, 0.2041, 0.2066, 0.2269, 0.2146, 0.2025, 0.1787, 0.1958, 0.1757, 0.1828, 0.2008, 0.1889, 0.1825, 0.1769, 0.1873, 0.2058, 0.2188, 0.2257, 0.2252, 0.2437, 0.2773, 0.2788, 0.2503, 0.2597, 0.2379, 0.2522, 0.2355, 0.2262, 0.2227, 0.2537, 0.2719, 0.2595, 0.2525, 0.2289, 0.2492, 0.2512, 0.2184, 0.2324, 0.2595, 0.0, 0.0285, 0.0017, -0.0225, -0.0014, 0.0341, 0.0558, 0.0409, 0.0475, 0.0397, 0.0421, 0.0517, 0.0599, 0.0537, 0.0372, 0.0325, 0.0376, 0.0455, 0.0428, 0.0694, 0.0577, 0.0585, 0.0564, 0.0541, 0.0573, 0.0362, 0.0597, 0.0521, 0.0486, 0.0437, 0.0325, 0.0323, 0.0217, 0.0217, 0.0126, 0.0044, 0.0184, 0.0287, 0.0542, 0.0444, 0.078, 0.0903, 0.0755, 0.0745, 0.0941, 0.1231, 0.1064, 0.0875, 0.0864, 0.0993, 0.0878, 0.0897, 0.1116, 0.1177, 0.1368, 0.1372, 0.1271, 0.1238, 0.1205, 0.1264, 0.1126, 0.1198, 0.1349, 0.1361, 0.1245, 0.1121, 0.1101, 0.092, 0.1233, 0.1446, 0.1579, 0.1588, 0.1658, 0.1574, 0.1614, 0.1228, 0.1262, 0.1381, 0.1307, 0.1462, 0.1525, 0.1564, 0.135, 0.1551, 0.2351, 0.2197, 0.2147, 0.1788, 0.1654, 0.1858, 0.1892, 0.2055, 0.2153, 0.2133, 0.1988, 0.1931, 0.2166, 0.2276, 0.2246, 0.2347, 0.2345, 0.2261, 0.21, 0.209, 0.2057, 0.1969, 0.2491, 0.2911, 0.2525, 0.237, 0.2283, 0.2125, 0.1988, 0.1705, 0.177, 0.1789, 0.2298, 0.2463, 0.2492, 0.2716, 0.2645, 0.2745, 0.2685, 0.2531, 0.2588, 0.2417, 0.2548]}
{"unit_id": "thread:1933550106693021844", "ticker_idx": 0, "ts": "2025-06-13T15:40:43+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Real sema had 83% of patients stay on drug for 68 weeks", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: CEO misrepresenting poor 60% retention vs NVO's real 83% at 68 weeks; calls practices shambolic and legally/ethically questionable. Implicitly long NVO on superior real-world data.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$HIMS CEO bragging about 60% of patients still being on treatment by week 12 and claiming that’s better than branded sema.  This is actually a poor retention rate. \n\nCheck out the real $NVO data for yourself.  *Real* sema had 83% of patients stay on drug for 68 weeks!\n\n$HIMS discontinuation rate is >100% higher than $NVO’s was in a >5x *shorter* timespan.\n\nThis kind of data selection/manipulation is to be expected from this company that is constantly pushing boundaries of legality and ethics - check out the real data for yourself from the NEJM’s supplementary appendix. \n\nhttps://t.co/cNc8nCEdvx\n\n---\n\nI’m genuinely surprised that $HIMS personalized GLP-1 retention is this awful.  These are people who are *specifically* seeking out GLP-1s by coming to $HIMS and going through all the loopholes to “qualify” (bullshit) for personalized GLP-1 dosing.\n\n…and still 40% of them are quitting by only 3 months? \n\nAnd *this* is the evidence $HIMSZ wants to use to “justify” the need for personalized dosing?  This is worse than what $NVO saw in their (real) studies!  This is an absolute sham - good luck to $HIMS in defending this practice with those data.  Absolutely shambolic.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015282382573248654, "ret_signed_m1d": 0.015282382573248654, "alpha_spy_m1d": 0.003976019488623583, "alpha_c_m1d": 0.003976019488623583, "bench_spy_m1d": 0.01130636308462507, "bench_c_m1d": 0.01130636308462507, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.035199946617714195, "ret_signed_p1d": -0.035199946617714195, "alpha_spy_p1d": -0.04471418646032754, "alpha_c_p1d": -0.04471418646032754, "bench_spy_p1d": 0.009514239842613348, "bench_c_p1d": 0.009514239842613348, "ret_p1w": -0.1266441628804953, "ret_signed_p1w": -0.1266441628804953, "alpha_spy_p1w": -0.1348924292816991, "alpha_c_p1w": -0.1348924292816991, "bench_spy_p1w": 0.008248266401203797, "bench_c_p1w": 0.008248266401203797, "ret_p1m": -0.16021543880228906, "ret_signed_p1m": -0.16021543880228906, "alpha_spy_p1m": -0.2089010388442566, "alpha_c_p1m": -0.2089010388442566, "bench_spy_p1m": 0.048685600041967536, "bench_c_p1m": 0.048685600041967536, "ret_p3m": -0.29541840119853646, "ret_signed_p3m": -0.29541840119853646, "alpha_spy_p3m": -0.40574304651136595, "alpha_c_p3m": -0.40574304651136595, "bench_spy_p3m": 0.11032464531282948, "bench_c_p3m": 0.11032464531282948, "ret_p6m": -0.36433109481076686, "ret_signed_p6m": -0.36433109481076686, "alpha_spy_p6m": -0.5128590883646801, "alpha_c_p6m": -0.5128590883646801, "bench_spy_p6m": 0.14852799355391322, "bench_c_p6m": 0.14852799355391322, "ret_p1y": -0.42808560482740976, "ret_signed_p1y": -0.42808560482740976, "alpha_spy_p1y": -0.6993275941318988, "alpha_c_p1y": -0.6993275941318988, "bench_spy_p1y": 0.27124198930448906, "bench_c_p1y": 0.27124198930448906, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16021543880228906, "alpha_spy_stated": -0.2089010388442566, "alpha_c_stated": -0.2089010388442566, "price_path": [-0.0489, -0.0119, -0.0017, -0.0261, -0.0287, -0.0525, -0.0713, -0.0927, -0.1157, -0.1351, -0.1457, -0.1302, -0.1478, -0.1452, -0.1595, -0.2165, -0.2028, -0.2284, -0.1846, -0.2332, -0.1892, -0.1725, -0.1922, -0.2123, -0.2725, -0.2693, -0.2495, -0.2321, -0.2155, -0.2223, -0.2156, -0.1838, -0.1676, -0.1783, -0.1328, -0.1342, -0.1696, -0.1538, -0.1876, -0.1761, -0.1514, -0.1808, -0.1932, -0.1714, -0.1937, -0.1605, -0.1457, -0.1457, -0.1461, -0.1563, -0.1176, -0.1407, -0.1299, -0.1043, -0.0877, -0.1117, -0.0976, -0.0899, -0.0651, -0.0547, -0.0063, -0.0138, 0.0153, 0.0, -0.0352, -0.0688, -0.0729, -0.0759, -0.1266, -0.114, -0.1563, -0.1519, -0.1418, -0.1354, -0.1254, -0.1254, -0.1335, -0.1317, -0.1276, -0.127, -0.1105, -0.1365, -0.1364, -0.158, -0.1602, -0.1821, -0.1944, -0.1868, -0.1635, -0.1228, -0.114, -0.1018, -0.1357, -0.3243, -0.3733, -0.4104, -0.3963, -0.3886, -0.4085, -0.4315, -0.3892, -0.3601, -0.3753, -0.3764, -0.3624, -0.3618, -0.3435, -0.3191, -0.3061, -0.3121, -0.2976, -0.2782, -0.2863, -0.299, -0.285, -0.2892, -0.2848, -0.2858, -0.2812, -0.2888, -0.3004, -0.3124, -0.3121, -0.3113, -0.3121, -0.3049, -0.2954, -0.2754, -0.2627, -0.2165, -0.2222, -0.2309, -0.2458, -0.2559, -0.2901, -0.2955, -0.2969, -0.2971, -0.2504, -0.2559, -0.2446, -0.2444, -0.2523, -0.2449, -0.2567, -0.2788, -0.2716, -0.2822, -0.2815, -0.2895, -0.3113, -0.2939, -0.3061, -0.3238, -0.3257, -0.3291, -0.33, -0.3406, -0.3493, -0.3661, -0.3735, -0.3779, -0.3888, -0.3861, -0.4108, -0.4213, -0.418, -0.3774, -0.3633, -0.3773, -0.3887, -0.3861, -0.3976, -0.3793, -0.397, -0.3966, -0.4303, -0.4039, -0.383, -0.3748, -0.3865, -0.3992, -0.3974, -0.3921, -0.3937, -0.4075, -0.4127, -0.3786, -0.3629, -0.3643]}
{"unit_id": "reply:1908152907108614363", "ticker_idx": 0, "ts": "2025-04-04T13:41:19+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "put all my chips on the table for small cap biotech. I've never seen a massacre like what is happening in that sector right now. $XBI $BBC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Closing HIMS short and going all-in on small cap biotech via XBI and BBC after historic sector massacre.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "See ya later $HIMS.\n\nTime to close out and put all my chips on the table for small cap biotech.  I’ve never seen a massacre like what is happening in that sector right now.  Truly unbelievable.  $XBI $BBC https://t.co/Hpp7gFdWtx", "reply_text": null, "parent_text": "My $HIMS short thread.\n\nI’ve been open about being short $HIMS (so understand I am biased).  At first this was mostly a counter-momentum short during the short squeeze over $70.  However, since then, it has become clear to me that the company is being led into serious legal trouble with apparent reckless abandon.\n\nI’m not a lawyer, but as a biotech investor I do have a better understanding of pharma IP than the “average” person, as well as a better understanding of physician liability as a doctor myself.  However, frankly, you really don’t need legal experience to understand why parts of the $HIMS strategy *cannot* not be allowed.  If bulls can take of their rose-tinted glasses at least momentarily and actually consider the points I’ll make here, I think basic common sense would suffice to arrive at many of the same conclusions I have.\n\ntl;dr summary of points:\n➡️The personalized semaglutide scam being committed at scale would kill pharmaceutical IP, leading to the end of new drug development (yes, I'm serious). HIMS is on a one-way train to getting their assess sued off for this.\n➡️Physicians who take part in the personalized dosing scam should be aware that they are opening *themselves* up to huge legal liability in so doing.\n➡️HIMS CEO is making bold statements about the efficacy of the oral weight loss “solution” that go against medical evidence.  The company is at *high* risk of the FDA taking legal action on this false advertising.\n➡️The $HIMS super bowl ad also skirted drug advertising laws, and litigation for this appears likely to me as well.  Oh, and the blurred out images of Ozempic that they included in the commercial will bring $NVO lawyers knocking at their door as well.\n➡️The company employs unscrupulous and dangerous prescribing behaviors by pushing medications without appropriate medical review (as reviewed in a recent WSJ article)\n\nAll of this translates to an untrustworthy company.  Do you really want to take their word for how bullish their setup is *while their leadership is constantly dumping shares on the open market*?", "quoted_text": null, "parent_author": "A_May_MD", "ret_m1d": 0.06082005382252298, "ret_signed_m1d": 0.06082005382252298, "alpha_spy_m1d": -0.001363283287715733, "alpha_c_m1d": -0.001363283287715733, "bench_spy_m1d": 0.06218333711023871, "bench_c_m1d": 0.06218333711023871, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009095896175569496, "ret_signed_p1d": -0.009095896175569496, "alpha_spy_p1d": -0.0073147076140804845, "alpha_c_p1d": -0.0073147076140804845, "bench_spy_p1d": -0.001781188561489011, "bench_c_p1d": -0.001781188561489011, "ret_p1w": 0.009095896175569607, "ret_signed_p1w": 0.009095896175569607, "alpha_spy_p1w": -0.04762530083802119, "alpha_c_p1w": -0.04762530083802119, "bench_spy_p1w": 0.056721197013590796, "bench_c_p1w": 0.056721197013590796, "ret_p1m": 0.0476514474458003, "ret_signed_p1m": 0.0476514474458003, "alpha_spy_p1m": -0.05827016849804845, "alpha_c_p1m": -0.05827016849804845, "bench_spy_p1m": 0.10592161594384875, "bench_c_p1m": 0.10592161594384875, "ret_p3m": 0.15011123882764754, "ret_signed_p3m": 0.15011123882764754, "alpha_spy_p3m": -0.08123368654274432, "alpha_c_p3m": -0.08123368654274432, "bench_spy_p3m": 0.23134492537039186, "bench_c_p3m": 0.23134492537039186, "ret_p6m": 0.40752217941402336, "ret_signed_p6m": 0.40752217941402336, "alpha_spy_p6m": 0.07071290905088912, "alpha_c_p6m": 0.07071290905088912, "bench_spy_p6m": 0.33680927036313424, "bench_c_p6m": 0.33680927036313424, "ret_p1y": 0.7802117035867024, "ret_signed_p1y": 0.7802117035867024, "alpha_spy_p1y": 0.42698269450375537, "alpha_c_p1y": 0.42698269450375537, "bench_spy_p1y": 0.3532290090829471, "bench_c_p1y": 0.3532290090829471, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0476514474458003, "alpha_spy_stated": -0.05827016849804845, "alpha_c_stated": -0.05827016849804845, "price_path": [0.2425, 0.2545, 0.2518, 0.2607, 0.2531, 0.2142, 0.2099, 0.1764, 0.2021, 0.1931, 0.1942, 0.2287, 0.2382, 0.2622, 0.2552, 0.2572, 0.2649, 0.2568, 0.2698, 0.258, 0.241, 0.2566, 0.2856, 0.2675, 0.2386, 0.2264, 0.2089, 0.2214, 0.2322, 0.2409, 0.2398, 0.2561, 0.2587, 0.2448, 0.2233, 0.204, 0.198, 0.1824, 0.2042, 0.162, 0.1692, 0.1922, 0.1818, 0.1851, 0.1707, 0.1698, 0.1831, 0.1671, 0.1828, 0.1985, 0.1698, 0.1873, 0.1755, 0.1827, 0.2058, 0.1822, 0.155, 0.1611, 0.1458, 0.101, 0.0611, 0.0941, 0.0608, 0.0, -0.0091, -0.0524, 0.0166, -0.0278, 0.0091, 0.0391, 0.0391, 0.02, 0.0308, 0.0251, 0.054, 0.0739, 0.0982, 0.0895, 0.1047, 0.1116, 0.1261, 0.12, 0.1336, 0.122, 0.0477, 0.0501, 0.0595, 0.0371, 0.0786, 0.0528, 0.0368, 0.0532, 0.0728, 0.0823, 0.1051, 0.077, 0.0759, 0.073, 0.0766, 0.0694, 0.0923, 0.0751, 0.1029, 0.1178, 0.1197, 0.1208, 0.1439, 0.144, 0.1578, 0.1454, 0.1453, 0.1349, 0.1318, 0.1146, 0.1222, 0.1184, 0.117, 0.138, 0.1306, 0.1361, 0.127, 0.1259, 0.128, 0.1512, 0.1573, 0.1348, 0.1501, 0.193, 0.1999, 0.1815, 0.1984, 0.1664, 0.1923, 0.1964, 0.1713, 0.1659, 0.1775, 0.1978, 0.1879, 0.1895, 0.1754, 0.1655, 0.1709, 0.163, 0.1667, 0.1788, 0.1792, 0.1694, 0.1584, 0.1599, 0.1562, 0.1801, 0.2154, 0.2161, 0.2312, 0.2248, 0.2056, 0.2113, 0.2208, 0.2344, 0.2055, 0.2206, 0.2259, 0.2259, 0.2199, 0.261, 0.2715, 0.269, 0.2962, 0.2821, 0.2895, 0.2749, 0.2993, 0.2779, 0.2685, 0.2727, 0.2731, 0.3126, 0.298, 0.3214, 0.3142, 0.3233, 0.3019, 0.3302, 0.3499, 0.3608, 0.377, 0.3933, 0.407, 0.4075]}
{"unit_id": "reply:1908152907108614363", "ticker_idx": 1, "ts": "2025-04-04T13:41:19+00:00", "symbol": "BBC", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "put all my chips on the table for small cap biotech. I've never seen a massacre like what is happening in that sector right now. $XBI $BBC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Closing HIMS short and going all-in on small cap biotech via XBI and BBC after historic sector massacre.", "resolved_tickers": ["BBC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "See ya later $HIMS.\n\nTime to close out and put all my chips on the table for small cap biotech.  I’ve never seen a massacre like what is happening in that sector right now.  Truly unbelievable.  $XBI $BBC https://t.co/Hpp7gFdWtx", "reply_text": null, "parent_text": "My $HIMS short thread.\n\nI’ve been open about being short $HIMS (so understand I am biased).  At first this was mostly a counter-momentum short during the short squeeze over $70.  However, since then, it has become clear to me that the company is being led into serious legal trouble with apparent reckless abandon.\n\nI’m not a lawyer, but as a biotech investor I do have a better understanding of pharma IP than the “average” person, as well as a better understanding of physician liability as a doctor myself.  However, frankly, you really don’t need legal experience to understand why parts of the $HIMS strategy *cannot* not be allowed.  If bulls can take of their rose-tinted glasses at least momentarily and actually consider the points I’ll make here, I think basic common sense would suffice to arrive at many of the same conclusions I have.\n\ntl;dr summary of points:\n➡️The personalized semaglutide scam being committed at scale would kill pharmaceutical IP, leading to the end of new drug development (yes, I'm serious). HIMS is on a one-way train to getting their assess sued off for this.\n➡️Physicians who take part in the personalized dosing scam should be aware that they are opening *themselves* up to huge legal liability in so doing.\n➡️HIMS CEO is making bold statements about the efficacy of the oral weight loss “solution” that go against medical evidence.  The company is at *high* risk of the FDA taking legal action on this false advertising.\n➡️The $HIMS super bowl ad also skirted drug advertising laws, and litigation for this appears likely to me as well.  Oh, and the blurred out images of Ozempic that they included in the commercial will bring $NVO lawyers knocking at their door as well.\n➡️The company employs unscrupulous and dangerous prescribing behaviors by pushing medications without appropriate medical review (as reviewed in a recent WSJ article)\n\nAll of this translates to an untrustworthy company.  Do you really want to take their word for how bullish their setup is *while their leadership is constantly dumping shares on the open market*?", "quoted_text": null, "parent_author": "A_May_MD", "ret_m1d": 0.07049608355091386, "ret_signed_m1d": 0.07049608355091386, "alpha_spy_m1d": 0.008312746440675145, "alpha_c_m1d": 0.008312746440675145, "bench_spy_m1d": 0.06218333711023871, "bench_c_m1d": 0.06218333711023871, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018276762402088753, "ret_signed_p1d": -0.018276762402088753, "alpha_spy_p1d": -0.016495573840599742, "alpha_c_p1d": -0.016495573840599742, "bench_spy_p1d": -0.001781188561489011, "bench_c_p1d": -0.001781188561489011, "ret_p1w": 0.024869472269871906, "ret_signed_p1w": 0.024869472269871906, "alpha_spy_p1w": -0.03185172474371889, "alpha_c_p1w": -0.03185172474371889, "bench_spy_p1w": 0.056721197013590796, "bench_c_p1w": 0.056721197013590796, "ret_p1m": 0.1194516180019991, "ret_signed_p1m": 0.1194516180019991, "alpha_spy_p1m": 0.013530002058150359, "alpha_c_p1m": 0.013530002058150359, "bench_spy_p1m": 0.10592161594384875, "bench_c_p1m": 0.10592161594384875, "ret_p3m": 0.32669713584993065, "ret_signed_p3m": 0.32669713584993065, "alpha_spy_p3m": 0.09535221047953879, "alpha_c_p3m": 0.09535221047953879, "bench_spy_p3m": 0.23134492537039186, "bench_c_p3m": 0.23134492537039186, "ret_p6m": 0.8387728617781902, "ret_signed_p6m": 0.8387728617781902, "alpha_spy_p6m": 0.501963591415056, "alpha_c_p6m": 0.501963591415056, "bench_spy_p6m": 0.33680927036313424, "bench_c_p6m": 0.33680927036313424, "ret_p1y": 1.8826944040427405, "ret_signed_p1y": 1.8826944040427405, "alpha_spy_p1y": 1.5294653949597934, "alpha_c_p1y": 1.5294653949597934, "bench_spy_p1y": 0.3532290090829471, "bench_c_p1y": 0.3532290090829471, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1194516180019991, "alpha_spy_stated": 0.013530002058150359, "alpha_c_stated": 0.013530002058150359, "price_path": [0.5865, 0.6268, 0.6127, 0.6089, 0.5841, 0.4798, 0.4419, 0.404, 0.4517, 0.4243, 0.4249, 0.4663, 0.489, 0.5133, 0.4992, 0.501, 0.5003, 0.4971, 0.5187, 0.5027, 0.4675, 0.5054, 0.5568, 0.5332, 0.471, 0.4352, 0.391, 0.4134, 0.428, 0.4576, 0.4417, 0.4495, 0.4457, 0.4196, 0.3677, 0.3324, 0.3328, 0.3102, 0.3279, 0.2521, 0.2636, 0.3068, 0.3144, 0.3115, 0.2644, 0.2882, 0.3231, 0.2846, 0.3025, 0.3146, 0.2787, 0.3039, 0.3042, 0.2761, 0.3074, 0.2637, 0.2226, 0.2448, 0.218, 0.1449, 0.079, 0.126, 0.0705, 0.0, -0.0183, -0.077, -0.0026, -0.0313, 0.0249, 0.0705, 0.0757, 0.0587, 0.0862, 0.1208, 0.1678, 0.1913, 0.218, 0.1961, 0.2115, 0.22, 0.2461, 0.2454, 0.2761, 0.2402, 0.1195, 0.1077, 0.1456, 0.1279, 0.1704, 0.1495, 0.124, 0.1423, 0.1586, 0.1779, 0.2232, 0.1815, 0.1904, 0.1808, 0.1567, 0.1612, 0.2089, 0.1873, 0.2409, 0.2826, 0.2781, 0.2898, 0.3403, 0.3276, 0.3479, 0.3198, 0.3179, 0.2957, 0.2961, 0.2709, 0.2779, 0.2611, 0.2526, 0.2948, 0.2931, 0.2885, 0.267, 0.2611, 0.2702, 0.3179, 0.3264, 0.3048, 0.3267, 0.4093, 0.4054, 0.3832, 0.4161, 0.375, 0.4096, 0.4279, 0.4102, 0.4125, 0.4171, 0.4641, 0.4546, 0.4507, 0.4621, 0.4266, 0.4445, 0.4138, 0.4001, 0.4186, 0.4347, 0.4073, 0.3721, 0.373, 0.3743, 0.4194, 0.47, 0.4732, 0.498, 0.4873, 0.4413, 0.4478, 0.4775, 0.5062, 0.4674, 0.4935, 0.4964, 0.4928, 0.4817, 0.5144, 0.5346, 0.5339, 0.5914, 0.5914, 0.6057, 0.5796, 0.6126, 0.5744, 0.5666, 0.5744, 0.5754, 0.6485, 0.6035, 0.6576, 0.6482, 0.7023, 0.6743, 0.7497, 0.7662, 0.7817, 0.7813, 0.8137, 0.8371, 0.8388]}
{"unit_id": "reply:1947750931287711927", "ticker_idx": 0, "ts": "2025-07-22T20:09:44+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect $ABVX to be up more than 500%", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects ABVX to rise more than 500% from current levels.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Buffalo51766917 Will listen to the call, but I expect $ABVX to be up more than 500%.", "reply_text": null, "parent_text": "@A_May_MD whats the price target?", "quoted_text": null, "parent_author": "Buffalo51766917", "ret_m1d": -0.8542274020053742, "ret_signed_m1d": -0.8542274020053742, "alpha_spy_m1d": -0.845791692254741, "alpha_c_m1d": -0.834120314842449, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.020107087162925197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690967475089633, "ret_signed_p1d": 0.01690967475089633, "alpha_spy_p1d": 0.016578645099805778, "alpha_c_p1d": 0.020652303490745982, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0037426287398496516, "ret_p1w": 0.032580184549052094, "ret_signed_p1w": 0.032580184549052094, "alpha_spy_p1w": 0.03218610163108693, "alpha_c_p1w": 0.04784391651989239, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.0152637319708403, "ret_p1m": 0.08498545132262669, "ret_signed_p1m": 0.08498545132262669, "alpha_spy_p1m": 0.08287268036021289, "alpha_c_p1m": 0.07933504041046202, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.005650410912164672, "ret_p3m": 0.33629737912497526, "ret_signed_p3m": 0.33629737912497526, "alpha_spy_p3m": 0.2748965359821396, "alpha_c_p3m": 0.2664087357998195, "bench_spy_p3m": 0.06140084314283567, "bench_c_p3m": 0.06988864332515576, "ret_p6m": 0.8021865889699193, "ret_signed_p6m": 0.8021865889699193, "alpha_spy_p6m": 0.7095963695241168, "alpha_c_p6m": 0.6303142333109557, "bench_spy_p6m": 0.09259021944580259, "bench_c_p6m": 0.17187235565896364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08498545132262669, "alpha_spy_stated": 0.08287268036021289, "alpha_c_stated": 0.07933504041046202, "price_path": [-0.9052, -0.9014, -0.899, -0.9003, -0.8942, -0.8962, -0.8962, -0.8993, -0.8952, -0.8962, -0.9016, -0.9034, -0.9001, -0.9022, -0.9067, -0.912, -0.9111, -0.9127, -0.9124, -0.9143, -0.9155, -0.9152, -0.9118, -0.9173, -0.9171, -0.9172, -0.9123, -0.9122, -0.9074, -0.8872, -0.8825, -0.8812, -0.8806, -0.8863, -0.8853, -0.8918, -0.8977, -0.8983, -0.902, -0.9117, -0.9118, -0.913, -0.9109, -0.9031, -0.8972, -0.8953, -0.8921, -0.8885, -0.8883, -0.8869, -0.884, -0.8841, -0.887, -0.8789, -0.879, -0.8794, -0.8713, -0.871, -0.856, -0.8493, -0.855, -0.8522, -0.8542, 0.0, 0.0169, -0.0308, -0.0296, 0.0175, 0.0326, 0.0462, 0.0488, 0.0506, 0.0337, 0.0071, 0.0207, 0.0223, 0.0058, 0.0483, 0.0188, 0.014, 0.0268, 0.0206, 0.0052, 0.048, 0.085, 0.1265, 0.1292, 0.1618, 0.1579, 0.1901, 0.1812, 0.1952, 0.2194, 0.2471, 0.2832, 0.312, 0.301, 0.2774, 0.2531, 0.2246, 0.2517, 0.1994, 0.1808, 0.2144, 0.1997, 0.1984, 0.1956, 0.2034, 0.1953, 0.2076, 0.2147, 0.2376, 0.2012, 0.208, 0.2233, 0.2634, 0.2684, 0.2611, 0.3208, 0.3669, 0.394, 0.4259, 0.3937, 0.3544, 0.3517, 0.3337, 0.3363, 0.3223, 0.3188, 0.323, 0.3825, 0.3738, 0.4423, 0.5203, 0.493, 0.441, 0.4379, 0.452, 0.5146, 0.5345, 0.5469, 0.5898, 0.5077, 0.4708, 0.6092, 0.6563, 0.6593, 0.6465, 0.7915, 0.7364, 0.8325, 0.8692, 0.8321, 0.8197, 0.7481, 0.6739, 0.6171, 0.6128, 0.6692, 0.6771, 0.7936, 0.859, 0.9401, 0.8301, 0.7188, 0.6178, 0.6155, 0.6561, 0.6755, 1.0222, 1.0168, 1.1182, 1.0745, 1.0466, 1.0166, 0.9658, 0.95, 0.7964, 0.7362, 0.8437, 0.6835, 0.6676, 0.7201, 0.744, 0.8223, 0.7026, 0.707, 0.7324, 0.7494, 0.8022]}
{"unit_id": "reply:1939780791518802203", "ticker_idx": 0, "ts": "2025-06-30T20:19:14+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it is worth *a lot* more than its current valuation", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NKTR is significantly undervalued at current price; bullish.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Nina15325786 @Str8hedgeD I think it is worth *a lot* more than its current valuation", "reply_text": null, "parent_text": "@A_May_MD @Str8hedgeD Do you think $NKTR can keep the momentum going, or is it a quick flip?", "quoted_text": null, "parent_author": "Nina15325786", "ret_m1d": 0.05083367190904431, "ret_signed_m1d": 0.05083367190904431, "alpha_spy_m1d": 0.05050985295151755, "alpha_c_m1d": 0.06487816505690414, "bench_spy_m1d": 0.0003238189575267558, "bench_c_m1d": -0.014044493147859827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03822694299408891, "ret_signed_p1d": 0.03822694299408891, "alpha_spy_p1d": 0.03369367741528473, "alpha_c_p1d": 0.04810193483926939, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": -0.00987499184518048, "ret_p1w": -0.05002031454265288, "ret_signed_p1w": -0.05002031454265288, "alpha_spy_p1w": -0.06039830748258035, "alpha_c_p1w": -0.04109620009952619, "bench_spy_p1w": 0.010377992939927472, "bench_c_p1w": -0.008924114443126685, "ret_p1m": -0.11834078199897269, "ret_signed_p1m": -0.11834078199897269, "alpha_spy_p1m": -0.14170350549125377, "alpha_c_p1m": -0.07240401907735716, "bench_spy_p1m": 0.02336272349228108, "bench_c_p1m": -0.045936762921615526, "ret_p3m": 1.313948807352515, "ret_signed_p3m": 1.313948807352515, "alpha_spy_p3m": 1.2323865951964452, "alpha_c_p3m": 1.2912990433137033, "bench_spy_p3m": 0.08156221215606974, "bench_c_p3m": 0.022649764038811693, "ret_p6m": 0.7039447444439841, "ret_signed_p6m": 0.7039447444439841, "alpha_spy_p6m": 0.5852685435187672, "alpha_c_p6m": 0.5551047300756726, "bench_spy_p6m": 0.11867620092521691, "bench_c_p6m": 0.1488400143683115, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11834078199897269, "alpha_spy_stated": -0.14170350549125377, "alpha_c_stated": -0.07240401907735716, "price_path": [-0.5852, -0.6096, -0.5974, -0.634, -0.6645, -0.7011, -0.7011, -0.6889, -0.695, -0.6218, -0.634, -0.6096, -0.6279, -0.6096, -0.6157, -0.5974, -0.5791, -0.5486, -0.5242, -0.5364, -0.5486, -0.512, -0.5242, -0.5425, -0.5791, -0.6096, -0.6279, -0.6218, -0.6401, -0.5669, -0.5669, -0.5608, -0.5852, -0.5791, -0.573, -0.5791, -0.6157, -0.5974, -0.6035, -0.5913, -0.573, -0.5486, -0.5608, -0.512, -0.5425, -0.5425, -0.5913, -0.5913, -0.6425, -0.5384, -0.6116, -0.6438, -0.6507, -0.6238, -0.645, -0.6499, -0.6539, -0.612, -0.0057, 0.1842, 0.207, 0.0476, 0.0508, 0.0, 0.0382, 0.0069, -0.0455, -0.0756, -0.05, 0.0207, 0.0171, -0.0073, -0.0321, -0.0183, 0.0846, 0.0142, 0.0081, -0.0045, 0.0167, -0.0004, 0.0167, -0.0382, -0.0683, -0.1025, -0.1183, -0.0663, -0.0537, -0.0826, -0.087, -0.1155, -0.0622, -0.0862, -0.0403, 0.046, 0.0854, 0.1086, 0.1155, 0.0866, 0.096, 0.1387, 0.0992, 0.1037, 0.1704, 0.1907, 0.1932, 0.2143, 0.183, 0.161, 0.4632, 0.634, 0.8028, 0.9752, 0.9593, 0.9195, 0.9797, 0.9931, 1.0289, 1.0769, 1.3896, 1.2424, 1.3949, 1.4237, 1.4534, 1.2619, 1.379, 1.3961, 1.3139, 1.3932, 1.4603, 1.4624, 1.4372, 1.3587, 1.3001, 1.2627, 1.2098, 1.3343, 1.3213, 1.3135, 1.2351, 1.3493, 1.5616, 1.4148, 1.5124, 1.588, 1.4441, 1.5445, 1.4774, 1.425, 1.5539, 1.6405, 1.4368, 1.2782, 1.2066, 1.2416, 1.2761, 1.3575, 1.4099, 1.3453, 1.194, 1.305, 1.4229, 1.4063, 1.4542, 1.2412, 1.2074, 1.3847, 1.4542, 1.6714, 1.6519, 1.4852, 1.2306, 1.3233, 1.3461, 1.3139, 1.3294, 1.3904, 1.3481, 1.0789, 1.2245, 1.1675, 0.9992, 0.8475, 0.7893, 0.9048, 0.7682, 0.8081, 0.7869, 0.8093, 0.7377, 0.7039]}
{"unit_id": "reply:1912825829786009819", "ticker_idx": 0, "ts": "2025-04-17T11:09:51+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY and $GPCR up", "tweet_type": "prediction", "timeline": "intraday", "summary": "Expects LLY and GPCR up, NVO and VKTX down on the day's reaction.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@felandostephen1 My opinion is:\n\n➡️ $LLY and $GPCR up \n\n➡️ $NVO and $VKTX down", "reply_text": null, "parent_text": "@A_May_MD Will be interesting how $vktx stock reacts by the end of the day. Usually gets crushed and hides in a corner. If it holds up, could be change in character of stock. Let's find out!", "quoted_text": null, "parent_author": "felandostephen1", "ret_m1d": -0.1250774072812011, "ret_signed_m1d": -0.1250774072812011, "alpha_spy_m1d": -0.12365272262363336, "alpha_c_m1d": -0.12365272262363336, "bench_spy_m1d": -0.0014246846575677319, "bench_c_m1d": -0.0014246846575677319, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02612023230727123, "ret_signed_p1d": -0.02612023230727123, "alpha_spy_p1d": -0.002317581173355343, "alpha_c_p1d": -0.002317581173355343, "bench_spy_p1d": -0.023802651133915886, "bench_c_p1d": -0.023802651133915886, "ret_p1w": 0.05307391508997794, "ret_signed_p1w": 0.05307391508997794, "alpha_spy_p1w": 0.0070448546740362605, "alpha_c_p1w": 0.0070448546740362605, "bench_spy_p1w": 0.04602906041594168, "bench_c_p1w": 0.04602906041594168, "ret_p1m": -0.09917400702177992, "ret_signed_p1m": -0.09917400702177992, "alpha_spy_p1m": -0.22918691701397287, "alpha_c_p1m": -0.22918691701397287, "bench_spy_p1m": 0.13001290999219295, "bench_c_p1m": 0.13001290999219295, "ret_p3m": -0.0907396290008794, "ret_signed_p3m": -0.0907396290008794, "alpha_spy_p3m": -0.2887201205682325, "alpha_c_p3m": -0.2887201205682325, "bench_spy_p3m": 0.1979804915673531, "bench_c_p3m": 0.1979804915673531, "ret_p6m": -0.04014164698349365, "ret_signed_p6m": -0.04014164698349365, "alpha_spy_p6m": -0.3094975818174275, "alpha_c_p6m": -0.3094975818174275, "bench_spy_p6m": 0.26935593483393383, "bench_c_p6m": 0.26935593483393383, "ret_p1y": 0.08303501511261446, "ret_signed_p1y": 0.08303501511261446, "alpha_spy_p1y": -0.2698104741502225, "alpha_c_p1y": -0.2698104741502225, "bench_spy_p1y": 0.352845489262837, "bench_c_p1y": 0.352845489262837, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.02612023230727123, "alpha_spy_stated": -0.002317581173355343, "alpha_c_stated": -0.002317581173355343, "price_path": [-0.0996, -0.1375, -0.1177, -0.1039, -0.0889, -0.0666, -0.0395, -0.0433, -0.0444, -0.0216, -0.036, -0.0368, -0.0182, 0.0009, 0.0344, 0.0439, 0.0327, 0.028, 0.0375, 0.0362, 0.0051, 0.0205, 0.0323, 0.0395, 0.0401, 0.0493, 0.0736, 0.0893, 0.0776, 0.096, 0.1069, 0.0846, 0.1069, 0.0867, 0.0353, -0.0121, -0.0189, -0.0215, -0.0456, -0.0315, -0.0181, -0.0208, -0.0035, 0.0031, -0.0028, 0.0297, 0.0148, -0.0157, -0.0218, -0.0208, -0.0167, -0.0413, -0.0259, -0.0606, -0.1211, -0.1384, -0.1354, -0.1027, -0.1417, -0.128, -0.1019, -0.0986, -0.1251, 0.0, -0.0261, -0.0148, -0.0125, 0.0235, 0.0531, 0.0444, 0.0539, 0.0702, -0.0546, -0.0195, -0.022, -0.0772, -0.0753, -0.1054, -0.1255, -0.1005, -0.1118, -0.1481, -0.127, -0.0965, -0.0992, -0.1088, -0.1352, -0.1468, -0.1486, -0.1348, -0.1418, -0.138, -0.12, -0.1087, -0.1043, -0.0864, -0.0866, -0.0816, -0.077, -0.037, -0.0354, -0.0313, -0.0225, -0.0366, -0.0561, -0.0635, -0.0901, -0.0806, -0.0718, -0.0548, -0.0514, -0.0749, -0.07, -0.0744, -0.0703, -0.0687, -0.078, -0.0723, -0.0612, -0.0568, -0.054, -0.0464, -0.0793, -0.0578, -0.0916, -0.0794, -0.0907, -0.0737, -0.0469, -0.0391, -0.0305, -0.0359, -0.0898, -0.0932, -0.1171, -0.0906, -0.0826, -0.0862, -0.1096, -0.2355, -0.2536, -0.2422, -0.2372, -0.2121, -0.1835, -0.1616, -0.1654, -0.1592, -0.1566, -0.1513, -0.1491, -0.1687, -0.12, -0.1222, -0.1249, -0.1241, -0.121, -0.1179, -0.1118, -0.1306, -0.1169, -0.1026, -0.0978, -0.0958, -0.0969, -0.1055, -0.0857, -0.0912, -0.0878, -0.1009, -0.0974, -0.1069, -0.113, -0.1456, -0.1337, -0.1314, -0.0878, -0.0131, -0.0198, 0.0041, 0.0103, 0.0086, 0.0111, 0.0227, -0.0035, -0.0203, -0.0288, -0.0118, -0.0204, -0.0401]}
{"unit_id": "reply:1912825829786009819", "ticker_idx": 1, "ts": "2025-04-17T11:09:51+00:00", "symbol": "GPCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY and $GPCR up", "tweet_type": "prediction", "timeline": "intraday", "summary": "Expects LLY and GPCR up, NVO and VKTX down on the day's reaction.", "resolved_tickers": ["GPCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@felandostephen1 My opinion is:\n\n➡️ $LLY and $GPCR up \n\n➡️ $NVO and $VKTX down", "reply_text": null, "parent_text": "@A_May_MD Will be interesting how $vktx stock reacts by the end of the day. Usually gets crushed and hides in a corner. If it holds up, could be change in character of stock. Let's find out!", "quoted_text": null, "parent_author": "felandostephen1", "ret_m1d": -0.14843747740173185, "ret_signed_m1d": -0.14843747740173185, "alpha_spy_m1d": -0.14701279274416412, "alpha_c_m1d": -0.1543419548549041, "bench_spy_m1d": -0.0014246846575677319, "bench_c_m1d": 0.005904477453172241, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06158088871751577, "ret_signed_p1d": 0.06158088871751577, "alpha_spy_p1d": 0.08538353985143166, "alpha_c_p1d": 0.08313228873548939, "bench_spy_p1d": -0.023802651133915886, "bench_c_p1d": -0.02155140001797362, "ret_p1w": 0.09099262506478722, "ret_signed_p1w": 0.09099262506478722, "alpha_spy_p1w": 0.044963564648845544, "alpha_c_p1w": 0.0720981825868463, "bench_spy_p1w": 0.04602906041594168, "bench_c_p1w": 0.01889444247794092, "ret_p1m": 0.14889704673889415, "ret_signed_p1m": 0.14889704673889415, "alpha_spy_p1m": 0.018884136746701197, "alpha_c_p1m": 0.15716342980112508, "bench_spy_p1m": 0.13001290999219295, "bench_c_p1m": -0.008266383062230931, "ret_p3m": -0.1668199002726649, "ret_signed_p3m": -0.1668199002726649, "alpha_spy_p3m": -0.364800391840018, "alpha_c_p3m": -0.13896397181507814, "bench_spy_p3m": 0.1979804915673531, "bench_c_p3m": -0.027855928457586776, "ret_p6m": 0.25827200702072584, "ret_signed_p6m": 0.25827200702072584, "alpha_spy_p6m": -0.011083927813207994, "alpha_c_p6m": 0.19094388451388022, "bench_spy_p6m": 0.26935593483393383, "bench_c_p6m": 0.06732812250684561, "ret_p1y": 1.1521140320990293, "ret_signed_p1y": 1.1521140320990293, "alpha_spy_p1y": 0.7992685428361923, "alpha_c_p1y": 1.0559269879737494, "bench_spy_p1y": 0.352845489262837, "bench_c_p1y": 0.0961870441252799, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.06158088871751577, "alpha_spy_stated": 0.08538353985143166, "alpha_c_stated": 0.08313228873548939, "price_path": [0.2399, 0.2436, 0.3024, 0.284, 0.2849, 0.2969, 0.3051, 0.3194, 0.4131, 0.3934, 0.3773, 0.3028, 0.3764, 0.4108, 0.3796, 0.2592, 0.1163, 0.1397, 0.1181, 0.1199, 0.1209, 0.0441, 0.096, 0.0749, 0.0921, -0.0335, -0.0308, -0.0864, 0.0487, 0.0915, 0.0267, 0.0335, 0.0372, 0.0813, 0.0395, -0.0735, -0.0565, -0.0156, -0.0625, -0.0326, 0.0014, -0.0299, 0.0372, 0.0051, -0.0363, -0.0326, -0.0653, -0.0809, -0.0836, -0.0915, -0.2045, -0.2744, -0.221, -0.2495, -0.3051, -0.3424, -0.3497, -0.2983, -0.3084, -0.2693, -0.1291, -0.1314, -0.1484, 0.0, 0.0616, 0.0588, 0.0717, 0.0869, 0.091, 0.0855, 0.1907, 0.2408, 0.256, 0.2449, 0.2659, 0.1641, 0.2224, 0.2325, 0.1751, 0.1314, 0.0979, 0.0944, 0.1227, 0.1567, 0.1489, 0.1337, 0.1098, 0.1328, 0.1282, 0.0965, 0.0202, 0.0303, 0.0, 0.0014, 0.0097, 0.011, -0.0133, -0.029, -0.0574, 0.0032, 0.0441, 0.0211, -0.0037, -0.0547, -0.0363, -0.0064, -0.0014, 0.0156, 0.0285, 0.0014, -0.0313, -0.0313, -0.0469, -0.0574, -0.0607, -0.0641, -0.1392, -0.139, -0.1222, -0.1314, -0.1264, -0.1006, -0.1163, -0.0993, -0.1025, -0.1153, -0.1668, -0.1641, -0.1654, -0.1604, -0.1756, -0.1604, -0.182, -0.1806, -0.182, -0.1916, -0.2289, -0.2335, -0.2505, -0.2555, -0.2505, -0.1953, -0.1388, -0.1195, -0.1484, -0.0754, -0.0827, -0.136, -0.1468, -0.1098, -0.0988, -0.1466, -0.1351, -0.1268, -0.1204, -0.1131, -0.0772, -0.0942, -0.0919, 0.0147, -0.0414, -0.0234, -0.04, -0.0404, -0.0391, -0.0717, 0.0014, -0.0051, 0.0676, 0.0836, 0.1236, 0.1034, 0.1778, 0.1484, 0.1489, 0.1627, 0.2868, 0.1967, 0.2233, 0.2537, 0.318, 0.3061, 0.3074, 0.404, 0.3819, 0.3874, 0.3847, 0.3433, 0.2665, 0.2583]}
{"unit_id": "reply:1912825829786009819", "ticker_idx": 2, "ts": "2025-04-17T11:09:51+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO and $VKTX down", "tweet_type": "prediction", "timeline": "intraday", "summary": "Expects LLY and GPCR up, NVO and VKTX down on the day's reaction.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@felandostephen1 My opinion is:\n\n➡️ $LLY and $GPCR up \n\n➡️ $NVO and $VKTX down", "reply_text": null, "parent_text": "@A_May_MD Will be interesting how $vktx stock reacts by the end of the day. Usually gets crushed and hides in a corner. If it holds up, could be change in character of stock. Let's find out!", "quoted_text": null, "parent_author": "felandostephen1", "ret_m1d": 0.08264461159647007, "ret_signed_m1d": -0.08264461159647007, "alpha_spy_m1d": -0.0840692962540378, "alpha_c_m1d": -0.0840692962540378, "bench_spy_m1d": -0.0014246846575677319, "bench_c_m1d": -0.0014246846575677319, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004304332977117742, "ret_signed_p1d": -0.004304332977117742, "alpha_spy_p1d": -0.028106984111033628, "alpha_c_p1d": -0.028106984111033628, "bench_spy_p1d": -0.023802651133915886, "bench_c_p1d": -0.023802651133915886, "ret_p1w": 0.0688704981877073, "ret_signed_p1w": -0.0688704981877073, "alpha_spy_p1w": -0.022841437771765616, "alpha_c_p1w": -0.022841437771765616, "bench_spy_p1w": 0.04602906041594168, "bench_c_p1w": 0.04602906041594168, "ret_p1m": 0.15392541781885893, "ret_signed_p1m": -0.15392541781885893, "alpha_spy_p1m": -0.023912507826665985, "alpha_c_p1m": -0.023912507826665985, "bench_spy_p1m": 0.13001290999219295, "bench_c_p1m": 0.13001290999219295, "ret_p3m": 0.11776845619099041, "ret_signed_p3m": -0.11776845619099041, "alpha_spy_p3m": 0.08021203537636268, "alpha_c_p3m": 0.08021203537636268, "bench_spy_p3m": 0.1979804915673531, "bench_c_p3m": 0.1979804915673531, "ret_p6m": -0.05332884850554709, "ret_signed_p6m": 0.05332884850554709, "alpha_spy_p6m": 0.3226847833394809, "alpha_c_p6m": 0.3226847833394809, "bench_spy_p6m": 0.26935593483393383, "bench_c_p6m": 0.26935593483393383, "ret_p1y": -0.28846054269629495, "ret_signed_p1y": 0.28846054269629495, "alpha_spy_p1y": 0.6413060319591319, "alpha_c_p1y": 0.6413060319591319, "bench_spy_p1y": 0.352845489262837, "bench_c_p1y": 0.352845489262837, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.004304332977117742, "alpha_spy_stated": -0.028106984111033628, "alpha_c_stated": -0.028106984111033628, "price_path": [0.4076, 0.3334, 0.373, 0.3652, 0.3742, 0.4906, 0.4828, 0.4435, 0.4239, 0.4461, 0.431, 0.4005, 0.4, 0.4527, 0.4771, 0.4644, 0.4218, 0.4189, 0.3859, 0.3357, 0.3195, 0.395, 0.4132, 0.4189, 0.4925, 0.535, 0.5411, 0.5174, 0.5118, 0.536, 0.5143, 0.4827, 0.5396, 0.4918, 0.4771, 0.3378, 0.3235, 0.2673, 0.2859, 0.3073, 0.3581, 0.3722, 0.3386, 0.3351, 0.3024, 0.2764, 0.2471, 0.2154, 0.1888, 0.1743, 0.1956, 0.1713, 0.1749, 0.1553, 0.077, 0.0957, 0.0606, 0.1207, 0.0539, 0.1145, 0.1374, 0.1104, 0.0826, 0.0, 0.0043, 0.0315, 0.0554, 0.0783, 0.0689, 0.0782, 0.1219, 0.1441, 0.1295, 0.192, 0.1901, 0.1414, 0.1631, 0.1166, 0.1324, 0.1663, 0.126, 0.109, 0.1389, 0.1083, 0.1539, 0.1742, 0.1742, 0.1737, 0.1596, 0.2128, 0.1811, 0.1959, 0.2311, 0.254, 0.2209, 0.2404, 0.2509, 0.285, 0.2992, 0.3659, 0.3555, 0.3955, 0.3745, 0.3261, 0.28, 0.2743, 0.2701, 0.2004, 0.2178, 0.1596, 0.1656, 0.1796, 0.1884, 0.2021, 0.2021, 0.1909, 0.1935, 0.199, 0.1999, 0.2226, 0.1868, 0.187, 0.1574, 0.1543, 0.1241, 0.1073, 0.1178, 0.1498, 0.2058, 0.2178, 0.2345, 0.188, -0.0713, -0.1386, -0.1896, -0.1703, -0.1596, -0.187, -0.2187, -0.1605, -0.1205, -0.1414, -0.1429, -0.1236, -0.1228, -0.0976, -0.0641, -0.0462, -0.0545, -0.0345, -0.0079, -0.019, -0.0364, -0.0173, -0.023, -0.0169, -0.0183, -0.0121, -0.0225, -0.0384, -0.0549, -0.0545, -0.0533, -0.0545, -0.0446, -0.0316, -0.0041, 0.0134, 0.0769, 0.0691, 0.0571, 0.0367, 0.0228, -0.0243, -0.0317, -0.0337, -0.0338, 0.0302, 0.0228, 0.0383, 0.0386, 0.0276, 0.0379, 0.0217, -0.0088, 0.0012, -0.0135, -0.0124, -0.0234, -0.0533]}
{"unit_id": "reply:1912825829786009819", "ticker_idx": 3, "ts": "2025-04-17T11:09:51+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO and $VKTX down", "tweet_type": "prediction", "timeline": "intraday", "summary": "Expects LLY and GPCR up, NVO and VKTX down on the day's reaction.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@felandostephen1 My opinion is:\n\n➡️ $LLY and $GPCR up \n\n➡️ $NVO and $VKTX down", "reply_text": null, "parent_text": "@A_May_MD Will be interesting how $vktx stock reacts by the end of the day. Usually gets crushed and hides in a corner. If it holds up, could be change in character of stock. Let's find out!", "quoted_text": null, "parent_author": "felandostephen1", "ret_m1d": -0.0142021781538475, "ret_signed_m1d": 0.0142021781538475, "alpha_spy_m1d": 0.012777493496279768, "alpha_c_m1d": 0.02010665560701974, "bench_spy_m1d": -0.0014246846575677319, "bench_c_m1d": 0.005904477453172241, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009189691553688428, "ret_signed_p1d": 0.009189691553688428, "alpha_spy_p1d": -0.014612959580227458, "alpha_c_p1d": -0.012361708464285193, "bench_spy_p1d": -0.023802651133915886, "bench_c_p1d": -0.02155140001797362, "ret_p1w": 0.04385961627556334, "ret_signed_p1w": -0.04385961627556334, "alpha_spy_p1w": 0.0021694441403783404, "alpha_c_p1w": -0.02496517379762242, "bench_spy_p1w": 0.04602906041594168, "bench_c_p1w": 0.01889444247794092, "ret_p1m": 0.14870507044800774, "ret_signed_p1m": -0.14870507044800774, "alpha_spy_p1m": -0.018692160455814788, "alpha_c_p1m": -0.15697145351023867, "bench_spy_p1m": 0.13001290999219295, "bench_c_p1m": -0.008266383062230931, "ret_p3m": 0.33416874776669325, "ret_signed_p3m": -0.33416874776669325, "alpha_spy_p3m": -0.13618825619934016, "alpha_c_p3m": -0.36202467622428003, "bench_spy_p3m": 0.1979804915673531, "bench_c_p3m": -0.027855928457586776, "ret_p6m": 0.4007936131707439, "ret_signed_p6m": -0.4007936131707439, "alpha_spy_p6m": -0.13143767833681008, "alpha_c_p6m": -0.3334654906638983, "bench_spy_p6m": 0.26935593483393383, "bench_c_p6m": 0.06732812250684561, "ret_p1y": 0.4118629274454635, "ret_signed_p1y": -0.4118629274454635, "alpha_spy_p1y": -0.0590174381826265, "alpha_c_p1y": -0.3156758833201836, "bench_spy_p1y": 0.352845489262837, "bench_c_p1y": 0.0961870441252799, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.009189691553688428, "alpha_spy_stated": -0.014612959580227458, "alpha_c_stated": -0.012361708464285193, "price_path": [0.3601, 0.3638, 0.373, 0.4223, 0.4595, 0.4411, 0.3977, 0.4336, 0.3964, 0.4073, 0.368, 0.3166, 0.3521, 0.3993, 0.3141, 0.3601, 0.2602, 0.2515, 0.2247, 0.2322, 0.2732, 0.2222, 0.3488, 0.3212, 0.4231, 0.2197, 0.183, 0.1621, 0.1976, 0.2059, 0.0735, 0.1734, 0.1671, 0.198, 0.2155, 0.1679, 0.1078, 0.2343, 0.2419, 0.2903, 0.246, 0.2306, 0.2561, 0.1842, 0.2093, 0.2231, 0.1688, 0.1003, 0.0915, 0.0714, 0.0088, -0.0013, 0.0727, 0.0117, -0.0551, -0.1111, -0.1654, -0.0351, -0.1011, -0.0718, 0.0263, -0.0347, -0.0142, 0.0, -0.0092, 0.0643, 0.0773, 0.0718, 0.0439, 0.0835, 0.1671, 0.2059, 0.1953, 0.2264, 0.2318, 0.1282, 0.1512, 0.1633, 0.1508, 0.1821, 0.1585, 0.1099, 0.1445, 0.1876, 0.1487, 0.1976, 0.1383, 0.1583, 0.127, 0.1353, 0.1332, 0.1763, 0.1195, 0.0911, 0.1115, 0.1278, 0.1295, 0.1625, 0.1516, 0.2172, 0.2093, 0.1938, 0.0894, 0.1261, 0.104, 0.0977, 0.0865, 0.0384, 0.1257, 0.1316, 0.1767, 0.1078, 0.1069, 0.114, 0.1579, 0.1775, 0.1491, 0.2611, 0.2698, 0.307, 0.2995, 0.3212, 0.2824, 0.3212, 0.3396, 0.3371, 0.3342, 0.3409, 0.3952, 0.3993, 0.4378, 0.3868, 0.3747, 0.4081, 0.3605, 0.3651, 0.4194, 0.4215, 0.3317, 0.4854, 0.5827, 0.5952, 0.665, 0.7239, 0.6809, 0.6721, 0.7581, 0.0175, 0.0731, 0.0718, 0.086, 0.0798, 0.0877, 0.1119, 0.152, 0.1299, 0.1483, 0.1207, 0.1082, 0.127, 0.0643, 0.0556, 0.0806, 0.0752, 0.0363, 0.0061, -0.0104, -0.0355, 0.0877, 0.061, 0.0965, 0.043, 0.1124, 0.048, 0.0681, 0.0781, 0.0977, 0.1433, 0.1646, 0.2414, 0.3484, 0.3173, 0.3521, 0.4612, 0.4018, 0.4165, 0.3805, 0.467, 0.4507, 0.4008]}
{"unit_id": "thread:1917185811415810503", "ticker_idx": 0, "ts": "2025-04-29T11:54:51+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought some premarket (avg $35.30). Big momentum day coming for $HIMS.", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Bought HIMS premarket at $35.30; expects major momentum day as short thesis reversal on NVO partnership removes litigation risk at all-time-high short interest.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The $HIMS news on $NVO partnership probably isn’t huge for $HIMS revenue/bottom line, but I think it does a *lot* to remove the litigation risks that I discussed in this short thesis.\n\nHard to believe it, but I bought some premarket (avg $35.30).  Have to recognize when a thesis shifts, and also when an extremely momentum-sensitive stock has legitimately positive news at a time when short interest is literally at its all time high. \n\nBig momentum day coming for $HIMS.\n\n---\n\nTook partial profits on this $HIMS trade today.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.18721464617268513, "ret_signed_m1d": -0.18721464617268513, "alpha_spy_m1d": -0.18095480218475035, "alpha_c_m1d": -0.18095480218475035, "bench_spy_m1d": -0.006259843987934777, "bench_c_m1d": -0.006259843987934777, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05536536503189915, "ret_signed_p1d": -0.05536536503189915, "alpha_spy_p1d": -0.05576219512542113, "alpha_c_p1d": -0.05576219512542113, "bench_spy_p1d": 0.0003968300935219826, "bench_c_p1d": 0.0003968300935219826, "ret_p1w": 0.41181506644257504, "ret_signed_p1w": 0.41181506644257504, "alpha_spy_p1w": 0.40373297509215345, "alpha_c_p1w": 0.40373297509215345, "bench_spy_p1w": 0.008082091350421594, "bench_c_p1w": 0.008082091350421594, "ret_p1m": 0.49543379442832136, "ret_signed_p1m": 0.49543379442832136, "alpha_spy_p1m": 0.4309763719302213, "alpha_c_p1m": 0.4309763719302213, "bench_spy_p1m": 0.06445742249810005, "bench_c_p1m": 0.06445742249810005, "ret_p3m": 0.8701483181257121, "ret_signed_p3m": 0.8701483181257121, "alpha_spy_p3m": 0.722191099848839, "alpha_c_p3m": 0.722191099848839, "bench_spy_p3m": 0.14795721827687314, "bench_c_p3m": 0.14795721827687314, "ret_p6m": 0.344748792829066, "ret_signed_p6m": 0.344748792829066, "alpha_spy_p6m": 0.09817349013167087, "alpha_c_p6m": 0.09817349013167087, "bench_spy_p6m": 0.24657530269739514, "bench_c_p6m": 0.24657530269739514, "ret_p1y": -0.22460047470335398, "ret_signed_p1y": -0.22460047470335398, "alpha_spy_p1y": -0.5359340047024362, "alpha_c_p1y": -0.5359340047024362, "bench_spy_p1y": 0.31133352999908226, "bench_c_p1y": 0.31133352999908226, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.41181506644257504, "alpha_spy_stated": 0.40373297509215345, "alpha_c_stated": 0.40373297509215345, "price_path": [-0.0999, -0.0908, -0.0308, 0.0639, 0.111, 0.1943, 0.2043, 0.155, 0.2143, 0.2777, 0.2437, 0.3225, 0.6889, 0.7257, 0.6695, 0.9618, 0.8953, 0.4064, 0.4643, 0.1376, 0.1955, 0.1798, 0.2868, 0.161, 0.1555, 0.167, -0.0186, 0.026, -0.0163, -0.0094, -0.0317, -0.0999, -0.0542, -0.01, -0.1013, -0.0331, -0.0619, -0.0083, 0.0676, 0.0571, -0.0479, -0.089, -0.1684, -0.1567, -0.1139, -0.109, -0.2012, -0.2583, -0.2075, -0.2551, -0.1584, -0.2349, -0.2229, -0.1921, -0.1592, -0.2309, -0.2229, -0.2626, -0.2765, -0.2377, -0.1969, -0.1983, -0.1872, 0.0, -0.0554, 0.032, 0.165, 0.1952, 0.4118, 0.494, 0.4669, 0.4829, 0.5756, 0.8265, 0.7443, 0.6718, 0.845, 0.7791, 0.7469, 0.6553, 0.5274, 0.5648, 0.5228, 0.5223, 0.4954, 0.6142, 0.6201, 0.5619, 0.53, 0.506, 0.6076, 0.6227, 0.5768, 0.6427, 0.631, 0.5833, 0.7061, 0.6906, 0.7429, 0.8328, 0.1981, 0.2257, 0.1818, 0.3208, 0.4101, 0.4227, 0.3687, 0.3545, 0.3693, 0.3818, 0.3973, 0.4623, 0.4346, 0.3667, 0.4849, 0.4401, 0.4797, 0.4267, 0.4378, 0.3584, 0.4272, 0.6558, 0.6358, 0.6453, 0.6747, 0.72, 0.8701, 0.8887, 0.7851, 0.8079, 0.5845, 0.4592, 0.4569, 0.4823, 0.4264, 0.3687, 0.3793, 0.345, 0.3134, 0.2871, 0.2038, 0.238, 0.2546, 0.272, 0.2269, 0.2942, 0.256, 0.2591, 0.2086, 0.1852, 0.2688, 0.373, 0.3816, 0.4167, 0.3639, 0.3636, 0.4772, 0.5839, 0.54, 0.4523, 0.4369, 0.6039, 0.6501, 0.6467, 0.5982, 0.5197, 0.5659, 0.6667, 0.6872, 0.6187, 0.607, 0.6515, 0.4994, 0.5628, 0.6544, 0.6601, 0.6624, 0.5397, 0.5619, 0.5417, 0.7911, 0.6881, 0.4207, 0.4658, 0.4087, 0.3545, 0.3838, 0.3921, 0.3764, 0.3447]}
{"unit_id": "reply:1947364398030590172", "ticker_idx": 0, "ts": "2025-07-21T18:33:47+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "OLE apples to apples comps of both open label and responder enriched datasets still show $ABVX data is superior in every comparison I could find", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: OLE data superior across all open-label and responder-enriched comparisons, countering open-label discount concern.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@knowdo1_bio 1) baseline characteristics are published - can find side by side comparison in my larger document\n\n2) OLE apples to apples comps of both open label and responder enriched datasets still show $ABVX data is superior in every comparison I could find", "reply_text": null, "parent_text": "@A_May_MD One thing to consider, the company published in Jan that the phase 3 baseline aligns with phase 2b, so my feeling is the population is still sick in general? I also like the OLE data very much. However we may need to discount the data given it is open label? Just some thoughts.", "quoted_text": null, "parent_author": "knowdo1_bio", "ret_m1d": -0.018737724617803764, "ret_signed_m1d": -0.018737724617803764, "alpha_spy_m1d": -0.016845169681398597, "alpha_c_m1d": -0.024458949642199856, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": 0.005721225024396093, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013806739505185961, "ret_signed_p1d": -0.013806739505185961, "alpha_spy_p1d": -0.013949934944288644, "alpha_c_p1d": -0.03241991106906683, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.01861317156388087, "ret_p1w": 5.565088505017747, "ret_signed_p1w": 5.565088505017747, "alpha_spy_p1w": 5.552094917503839, "alpha_c_p1w": 5.533049479803842, "bench_spy_p1w": 0.012993587513907334, "bench_c_p1w": 0.03203902521390489, "ret_p1m": 5.800788634083547, "ret_signed_p1m": 5.800788634083547, "alpha_spy_p1m": 5.783230556997094, "alpha_c_p1m": 5.757535908775454, "bench_spy_p1m": 0.01755807708645274, "bench_c_p1m": 0.04325272530809321, "ret_p3m": 8.14497043562694, "ret_signed_p3m": 8.14497043562694, "alpha_spy_p3m": 8.085390631307089, "alpha_c_p3m": 8.04705896987741, "bench_spy_p3m": 0.059579804319850105, "bench_c_p3m": 0.0979114657495288, "ret_p6m": 10.719920346565612, "ret_signed_p6m": 10.719920346565612, "alpha_spy_p6m": 10.636111854320347, "alpha_c_p6m": 10.523982804264557, "bench_spy_p6m": 0.08380849224526532, "bench_c_p6m": 0.19593754230105476, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 5.800788634083547, "alpha_spy_stated": 5.783230556997094, "alpha_c_stated": 5.757535908775454, "price_path": [-0.3688, -0.3856, -0.359, -0.3328, -0.3166, -0.3254, -0.284, -0.2978, -0.2978, -0.3185, -0.2909, -0.2978, -0.3343, -0.3466, -0.3245, -0.3383, -0.3688, -0.4043, -0.3984, -0.4093, -0.4073, -0.4201, -0.428, -0.426, -0.4034, -0.4408, -0.4389, -0.4398, -0.4068, -0.4063, -0.3738, -0.2367, -0.2051, -0.1963, -0.1923, -0.2308, -0.2239, -0.2682, -0.3077, -0.3116, -0.3373, -0.4024, -0.4034, -0.4112, -0.3974, -0.3442, -0.3047, -0.2919, -0.2702, -0.2456, -0.2446, -0.2347, -0.215, -0.216, -0.2357, -0.1805, -0.1815, -0.1844, -0.1292, -0.1272, -0.0256, 0.0197, -0.0187, 0.0, -0.0138, 5.7653, 5.8797, 5.5572, 5.5651, 5.8836, 5.9857, 6.0779, 6.0952, 6.1075, 5.9931, 5.8136, 5.9053, 5.9162, 5.8047, 6.0917, 5.8925, 5.86, 5.9467, 5.9043, 5.8008, 6.0897, 6.3402, 6.6213, 6.6391, 6.86, 6.8333, 7.0513, 6.9911, 7.0858, 7.2495, 7.4369, 7.6815, 7.8757, 7.8018, 7.642, 7.4773, 7.285, 7.4684, 7.1144, 6.9882, 7.216, 7.1164, 7.1075, 7.0888, 7.141, 7.0868, 7.1696, 7.2179, 7.3728, 7.1262, 7.1726, 7.2761, 7.5473, 7.5809, 7.5316, 7.9359, 8.2475, 8.431, 8.6469, 8.429, 8.1627, 8.145, 8.0227, 8.0404, 7.9458, 7.9221, 7.9507, 8.3531, 8.2944, 8.7574, 9.285, 9.1006, 8.7485, 8.7278, 8.8235, 9.2465, 9.3817, 9.4655, 9.7554, 9.2002, 8.9507, 9.8866, 10.2051, 10.2258, 10.1391, 11.1203, 10.7475, 11.3974, 11.646, 11.3945, 11.3107, 10.8264, 10.3245, 9.9398, 9.9112, 10.2929, 10.3462, 11.1341, 11.5769, 12.1252, 11.3812, 10.6282, 9.9448, 9.929, 10.2041, 10.3353, 12.6805, 12.644, 13.3304, 13.0345, 12.8462, 12.643, 12.2993, 12.1923, 11.1529, 10.7456, 11.4734, 10.3895, 10.2821, 10.6371, 10.7988, 11.3284, 10.5187, 10.5483, 10.7199]}
{"unit_id": "quote:1917926087331557769", "ticker_idx": 0, "ts": "2025-05-01T12:56:27+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Historically Lilly has consistently sold their superior drug for less money", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish CVS for retaliatory move against Lilly direct program; bullish LLY as superior drug at lower cost via direct channel.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$CVS Pharmacy/PBMs mad at and trying to take revenge on $LLY for the Lilly direct program that allows patients to buy Zepbound without paying tribute to the pharmaceutical middlemen?\n\n$NVO has this now too, but $LLY pioneered it.  Historically Lilly has consistently sold their superior drug for less money - odd move by CVS IMO unless it’s motivated by some form of retribution.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.13203632717603275, "ret_signed_m1d": 0.13203632717603275, "alpha_spy_m1d": 0.1390735458471547, "alpha_c_m1d": 0.1390735458471547, "bench_spy_m1d": -0.0070372186711219475, "bench_c_m1d": -0.0070372186711219475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0371741658488276, "ret_signed_p1d": 0.0371741658488276, "alpha_spy_p1d": 0.02233014181032611, "alpha_c_p1d": 0.02233014181032611, "bench_spy_p1d": 0.014844024038501491, "bench_c_p1d": 0.014844024038501491, "ret_p1w": -0.05370853948008014, "ret_signed_p1w": -0.05370853948008014, "alpha_spy_p1w": -0.06550857328249127, "alpha_c_p1w": -0.06550857328249127, "bench_spy_p1w": 0.011800033802411125, "bench_c_p1w": 0.011800033802411125, "ret_p1m": -0.057232777233844456, "ret_signed_p1m": -0.057232777233844456, "alpha_spy_p1m": -0.11854314709317648, "alpha_c_p1m": -0.11854314709317648, "bench_spy_p1m": 0.061310369859332026, "bench_c_p1m": 0.061310369859332026, "ret_p3m": -0.03803977082565302, "ret_signed_p3m": -0.03803977082565302, "alpha_spy_p3m": -0.154586605174444, "alpha_c_p3m": -0.154586605174444, "bench_spy_p3m": 0.11654683434879098, "bench_c_p3m": 0.11654683434879098, "ret_p6m": 0.06798846201308839, "ret_signed_p6m": 0.06798846201308839, "alpha_spy_p6m": -0.15630316967362412, "alpha_c_p6m": -0.15630316967362412, "bench_spy_p6m": 0.2242916316867125, "bench_c_p6m": 0.2242916316867125, "ret_p1y": 0.22792682101065287, "ret_signed_p1y": 0.22792682101065287, "alpha_spy_p1y": -0.07248484802495336, "alpha_c_p1y": -0.07248484802495336, "bench_spy_p1y": 0.30041166903560623, "bench_c_p1y": 0.30041166903560623, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.057232777233844456, "alpha_spy_stated": -0.11854314709317648, "alpha_c_stated": -0.11854314709317648, "price_path": [0.0349, 0.0196, 0.0188, 0.0385, 0.0587, 0.0942, 0.1041, 0.0923, 0.0874, 0.0974, 0.096, 0.0632, 0.0795, 0.0919, 0.0995, 0.1002, 0.1099, 0.1356, 0.1523, 0.1399, 0.1593, 0.1708, 0.1473, 0.1708, 0.1494, 0.0951, 0.0449, 0.0377, 0.035, 0.0095, 0.0244, 0.0386, 0.0358, 0.054, 0.061, 0.0547, 0.0892, 0.0734, 0.0411, 0.0347, 0.0358, 0.0401, 0.014, 0.0304, -0.0063, -0.0704, -0.0886, -0.0855, -0.0509, -0.0922, -0.0777, -0.0501, -0.0465, -0.0745, 0.0578, 0.0301, 0.0421, 0.0445, 0.0826, 0.1139, 0.1048, 0.1147, 0.132, 0.0, 0.0372, 0.0345, -0.0239, -0.0219, -0.0537, -0.075, -0.0485, -0.0605, -0.0989, -0.0766, -0.0443, -0.0472, -0.0574, -0.0852, -0.0975, -0.0994, -0.0849, -0.0922, -0.0882, -0.0692, -0.0572, -0.0526, -0.0336, -0.0338, -0.0285, -0.0237, 0.0186, 0.0204, 0.0247, 0.0339, 0.0191, -0.0016, -0.0094, -0.0375, -0.0276, -0.0182, -0.0002, 0.0033, -0.0215, -0.0163, -0.0209, -0.0167, -0.0149, -0.0247, -0.0187, -0.007, -0.0023, 0.0007, 0.0087, -0.0262, -0.0034, -0.0391, -0.0262, -0.0382, -0.0202, 0.0081, 0.0163, 0.0255, 0.0197, -0.0373, -0.0409, -0.0661, -0.038, -0.0296, -0.0335, -0.0582, -0.1913, -0.2105, -0.1984, -0.1931, -0.1665, -0.1363, -0.1132, -0.1172, -0.1107, -0.1079, -0.1023, -0.1, -0.1207, -0.0692, -0.0715, -0.0743, -0.0735, -0.0702, -0.0669, -0.0605, -0.0803, -0.0659, -0.0507, -0.0457, -0.0436, -0.0447, -0.0538, -0.0329, -0.0387, -0.0352, -0.049, -0.0453, -0.0553, -0.0618, -0.0963, -0.0837, -0.0812, -0.0351, 0.0439, 0.0368, 0.0621, 0.0687, 0.0669, 0.0695, 0.0817, 0.0541, 0.0362, 0.0273, 0.0453, 0.0362, 0.0153, 0.023, 0.0112, 0.0274, 0.0383, 0.0439, 0.0451, 0.0371, 0.0288, 0.068]}
{"unit_id": "thread:1927335409006067719", "ticker_idx": 0, "ts": "2025-05-27T12:05:44+00:00", "symbol": "RCKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RCKT will blame safety event on immunosuppression regimen I'm sure. It all comes back to the virus though", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish RCKT on safety concerns from high viral dose; bullish LXEO as safer alternative with lower dose and opportunity to enter Danon program as RCKT falters.", "resolved_tickers": ["RCKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$LXEO with a likely safer AAVrh10 vector that uses lower viral dose than $RCKT AAV9.\n\n$LXEO should use some of the $$$ they raised this morning to start a Danon program now that $RCKT is likely out 🤷🏻‍♂️ https://t.co/UgHRPEQ9MB\n\n---\n\n$RCKT Danon viral dose of 6.7E13 is ~55x higher than $LXEO FA viral dose of 1.2E12.\n\nIf you don’t think that makes a difference for safety I’m not sure what to tell you. \n\n$RCKT will blame safety event on immunosuppression regimen I’m sure.  It all comes back to the virus though - that’s the reason you need the immunosuppression after all.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 1.69098720439165, "ret_signed_m1d": -1.69098720439165, "alpha_spy_m1d": -1.7113543356296972, "alpha_c_m1d": -1.7047583209949384, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.013771116603288336, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06437772544165754, "ret_signed_p1d": -0.06437772544165754, "alpha_spy_p1d": -0.07016317718265375, "alpha_c_p1d": -0.0695230475337203, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.005145322092062754, "ret_p1w": 0.27038632406427365, "ret_signed_p1w": -0.27038632406427365, "alpha_spy_p1w": -0.2620298396405061, "alpha_c_p1w": -0.263803428311691, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.00658289575258264, "ret_p1m": 0.11158798239345247, "ret_signed_p1m": -0.11158798239345247, "alpha_spy_p1m": -0.07347783590238444, "alpha_c_p1m": -0.09115253142507918, "bench_spy_p1m": 0.03811014649106803, "bench_c_p1m": 0.020435450968373292, "ret_p3m": 0.4549357149815283, "ret_signed_p3m": -0.4549357149815283, "alpha_spy_p3m": -0.3603451442931018, "alpha_c_p3m": -0.41298460564778194, "bench_spy_p3m": 0.09459057068842647, "bench_c_p3m": 0.04195110933374635, "ret_p6m": 0.3004292148517793, "ret_signed_p6m": -0.3004292148517793, "alpha_spy_p6m": -0.16270380189614508, "alpha_c_p6m": -0.11463460021212524, "bench_spy_p6m": 0.13772541295563423, "bench_c_p6m": 0.18579461463965408, "ret_p1y": 0.2961373733107071, "ret_signed_p1y": -0.2961373733107071, "alpha_spy_p1y": -0.005009383501025866, "alpha_c_p1y": -0.13413035454797928, "bench_spy_p1y": 0.29112798980968124, "bench_c_p1y": 0.16200701876272783, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11158798239345247, "alpha_spy_stated": -0.07347783590238444, "alpha_c_stated": -0.09115253142507918, "price_path": [3.0172, 3.0858, 3.0343, 3.0558, 2.7725, 2.7167, 2.9528, 2.8584, 2.7639, 2.6867, 2.5236, 2.7768, 2.6481, 2.7597, 2.7897, 2.5837, 2.6309, 2.5708, 2.618, 2.7468, 2.5064, 2.3004, 2.382, 2.2575, 1.8627, 1.4936, 1.7039, 1.3863, 1.1974, 1.2275, 1.0558, 1.3176, 1.1202, 1.2618, 1.5365, 1.8026, 1.6395, 1.7167, 2.0773, 1.9914, 2.0644, 2.1888, 2.103, 2.073, 2.1245, 2.2747, 2.3734, 2.4378, 2.3691, 1.7082, 1.8755, 2.0215, 2.0, 2.0043, 1.8391, 1.5987, 1.8863, 1.7897, 1.7682, 1.9399, 1.8283, 1.8155, 1.691, 0.0, 0.0644, 0.1245, 0.0773, 0.1888, 0.2704, 0.2532, 0.1888, 0.3155, 0.2961, 0.3562, 0.3004, 0.3176, 0.2575, 0.2361, 0.1674, 0.2146, 0.1588, 0.1288, 0.1888, 0.1373, 0.1116, 0.0858, 0.0515, 0.1116, 0.2361, 0.2446, 0.206, 0.2704, 0.3734, 0.3562, 0.2704, 0.309, 0.206, 0.2275, 0.4335, 0.3047, 0.3433, 0.4464, 0.4421, 0.3777, 0.3476, 0.3348, 0.2918, 0.3476, 0.309, 0.2833, 0.3176, 0.3047, 0.2961, 0.3262, 0.2275, 0.2532, 0.2489, 0.3262, 0.3004, 0.309, 0.3004, 0.2489, 0.6094, 0.6009, 0.5622, 0.5193, 0.4549, 0.4249, 0.4378, 0.4077, 0.3906, 0.4249, 0.3863, 0.4077, 0.3991, 0.3777, 0.3648, 0.4077, 0.3562, 0.382, 0.3948, 0.3004, 0.3605, 0.3176, 0.3648, 0.3305, 0.4249, 0.3691, 0.3991, 0.4077, 0.3991, 0.3562, 0.3777, 0.3519, 0.3648, 0.3476, 0.4549, 0.5751, 0.4678, 0.4893, 0.8326, 0.8197, 0.7167, 0.5923, 0.7167, 0.7082, 0.6309, 0.6052, 0.6524, 0.691, 0.7039, 0.6223, 0.588, 0.618, 0.5279, 0.412, 0.4249, 0.3863, 0.3605, 0.3519, 0.3991, 0.4163, 0.3605, 0.309, 0.3047, 0.2618, 0.2361, 0.2189, 0.2575, 0.3004]}
{"unit_id": "thread:1927335409006067719", "ticker_idx": 1, "ts": "2025-05-27T12:05:44+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LXEO with a likely safer AAVrh10 vector that uses lower viral dose than $RCKT AAV9. $LXEO should use some of the $$$ they raised this morning to start a Danon program now that $RCKT is likely out", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish RCKT on safety concerns from high viral dose; bullish LXEO as safer alternative with lower dose and opportunity to enter Danon program as RCKT falters.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$LXEO with a likely safer AAVrh10 vector that uses lower viral dose than $RCKT AAV9.\n\n$LXEO should use some of the $$$ they raised this morning to start a Danon program now that $RCKT is likely out 🤷🏻‍♂️ https://t.co/UgHRPEQ9MB\n\n---\n\n$RCKT Danon viral dose of 6.7E13 is ~55x higher than $LXEO FA viral dose of 1.2E12.\n\nIf you don’t think that makes a difference for safety I’m not sure what to tell you. \n\n$RCKT will blame safety event on immunosuppression regimen I’m sure.  It all comes back to the virus though - that’s the reason you need the immunosuppression after all.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04444440127400284, "ret_signed_m1d": 0.04444440127400284, "alpha_spy_m1d": 0.06481153251204996, "alpha_c_m1d": 0.05821551787729118, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.013771116603288336, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01481480042466754, "ret_signed_p1d": 0.01481480042466754, "alpha_spy_p1d": 0.020600252165663746, "alpha_c_p1d": 0.019960122516730294, "bench_spy_p1d": -0.005785451740996206, "bench_c_p1d": -0.005145322092062754, "ret_p1w": 0.04444440127400284, "ret_signed_p1w": 0.04444440127400284, "alpha_spy_p1w": 0.03608791685023527, "alpha_c_p1w": 0.0378615055214202, "bench_spy_p1w": 0.008356484423767574, "bench_c_p1w": 0.00658289575258264, "ret_p1m": 0.548148057228582, "ret_signed_p1m": 0.548148057228582, "alpha_spy_p1m": 0.5100379107375139, "alpha_c_p1m": 0.5277126062602087, "bench_spy_p1m": 0.03811014649106803, "bench_c_p1m": 0.020435450968373292, "ret_p3m": 0.81111102967596, "ret_signed_p3m": 0.81111102967596, "alpha_spy_p3m": 0.7165204589875336, "alpha_c_p3m": 0.7691599203422137, "bench_spy_p3m": 0.09459057068842647, "bench_c_p3m": 0.04195110933374635, "ret_p6m": 2.699999849884601, "ret_signed_p6m": 2.699999849884601, "alpha_spy_p6m": 2.5622744369289667, "alpha_c_p6m": 2.5142052352449467, "bench_spy_p6m": 0.13772541295563423, "bench_c_p6m": 0.18579461463965408, "ret_p1y": 0.8814814199963072, "ret_signed_p1y": 0.8814814199963072, "alpha_spy_p1y": 0.590353430186626, "alpha_c_p1y": 0.7194744012335794, "bench_spy_p1y": 0.29112798980968124, "bench_c_p1y": 0.16200701876272783, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.548148057228582, "alpha_spy_stated": 0.5100379107375139, "alpha_c_stated": 0.5277126062602087, "price_path": [0.25, 0.1704, 0.1074, 0.0593, -0.1333, -0.0741, 0.0037, 0.0407, 0.0, -0.0296, -0.0148, 0.0778, 0.1, 0.137, 0.1519, 0.0963, 0.1259, -0.0037, 0.0037, 0.5148, 0.6444, 0.4778, 0.5222, 0.5185, 0.2852, 0.1593, 0.0907, -0.0222, -0.1352, -0.337, -0.3259, -0.1259, -0.1963, -0.2667, -0.2074, -0.0556, -0.1556, 0.0037, 0.1889, 0.2667, 0.2481, 0.3593, 0.363, 0.3148, 0.3222, 0.4556, 0.7444, 0.7185, 0.6481, 0.2037, 0.1074, 0.1111, -0.0037, -0.0259, 0.0481, -0.0037, 0.0, 0.2, 0.2185, 0.3074, 0.1333, 0.1407, 0.0444, 0.0, 0.0148, 0.063, 0.0074, 0.0074, 0.0444, 0.1481, 0.2111, 0.437, 0.6222, 0.7074, 0.6704, 0.5148, 0.4593, 0.4519, 0.4519, 0.5704, 0.4481, 0.4667, 0.5593, 0.5519, 0.5481, 0.5259, 0.4889, 0.563, 0.6222, 0.6481, 0.6815, 0.6444, 0.7037, 0.7, 0.6556, 0.6444, 0.5259, 0.5593, 0.5778, 0.537, 0.4667, 0.4407, 0.4444, 0.3593, 0.5296, 0.5778, 0.5185, 0.7222, 0.7519, 0.7074, 0.7667, 0.7519, 0.763, 0.6481, 0.6778, 0.6444, 0.7296, 0.7481, 0.7741, 0.7481, 0.8222, 0.7704, 0.7778, 0.7704, 0.8148, 0.7259, 0.8111, 0.7963, 0.763, 0.7741, 0.7741, 0.8222, 0.8407, 0.8593, 0.9444, 0.9222, 0.9259, 0.9185, 0.9185, 0.9926, 0.9296, 0.9852, 1.0222, 0.9074, 0.9667, 0.9815, 1.4222, 1.4074, 1.5074, 1.4667, 1.4593, 1.4593, 1.4815, 1.4519, 1.3963, 2.0889, 1.9741, 2.037, 2.0519, 2.037, 2.1481, 2.2704, 2.2481, 2.5481, 2.4148, 2.5556, 2.4185, 2.3333, 2.4185, 2.6444, 2.7333, 2.6704, 2.4926, 2.7074, 2.3481, 2.0926, 2.037, 2.1185, 2.0333, 2.1556, 2.3778, 2.4111, 2.3296, 2.3481, 2.5111, 2.4, 2.3667, 2.3, 2.3556, 2.7]}
{"unit_id": "reply:1947984690415337955", "ticker_idx": 0, "ts": "2025-07-23T11:38:36+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX you should be able to send your patient from your first visit with them Rx in hand - done. Zero friction, massive massive plus", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: zero prior-auth friction vs S1P1 class competitors means easier prescribing and faster patient uptake.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Need bloodwork, an ecg, and eye exam BEFORE starting.  3 more visits before you can even write for the drug.  Completely destroyed the S1P1 launches.  $ABVX you should be able to send your patient from your first visit with them Rx in hand - done.  Zero friction, massive massive plus", "reply_text": null, "parent_text": "@AppleHelix I'm not sure if prior auth has just been incredibly burdensome or what. But anyways something to keep in mind", "quoted_text": null, "parent_author": "Sanctuary_Bio", "ret_m1d": -0.8542274020053742, "ret_signed_m1d": -0.8542274020053742, "alpha_spy_m1d": -0.845791692254741, "alpha_c_m1d": -0.834120314842449, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.020107087162925197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690967475089633, "ret_signed_p1d": 0.01690967475089633, "alpha_spy_p1d": 0.016578645099805778, "alpha_c_p1d": 0.020652303490745982, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0037426287398496516, "ret_p1w": 0.032580184549052094, "ret_signed_p1w": 0.032580184549052094, "alpha_spy_p1w": 0.03218610163108693, "alpha_c_p1w": 0.04784391651989239, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.0152637319708403, "ret_p1m": 0.08498545132262669, "ret_signed_p1m": 0.08498545132262669, "alpha_spy_p1m": 0.08287268036021289, "alpha_c_p1m": 0.07933504041046202, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.005650410912164672, "ret_p3m": 0.33629737912497526, "ret_signed_p3m": 0.33629737912497526, "alpha_spy_p3m": 0.2748965359821396, "alpha_c_p3m": 0.2664087357998195, "bench_spy_p3m": 0.06140084314283567, "bench_c_p3m": 0.06988864332515576, "ret_p6m": 0.8021865889699193, "ret_signed_p6m": 0.8021865889699193, "alpha_spy_p6m": 0.7095963695241168, "alpha_c_p6m": 0.6303142333109557, "bench_spy_p6m": 0.09259021944580259, "bench_c_p6m": 0.17187235565896364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08498545132262669, "alpha_spy_stated": 0.08287268036021289, "alpha_c_stated": 0.07933504041046202, "price_path": [-0.9052, -0.9014, -0.899, -0.9003, -0.8942, -0.8962, -0.8962, -0.8993, -0.8952, -0.8962, -0.9016, -0.9034, -0.9001, -0.9022, -0.9067, -0.912, -0.9111, -0.9127, -0.9124, -0.9143, -0.9155, -0.9152, -0.9118, -0.9173, -0.9171, -0.9172, -0.9123, -0.9122, -0.9074, -0.8872, -0.8825, -0.8812, -0.8806, -0.8863, -0.8853, -0.8918, -0.8977, -0.8983, -0.902, -0.9117, -0.9118, -0.913, -0.9109, -0.9031, -0.8972, -0.8953, -0.8921, -0.8885, -0.8883, -0.8869, -0.884, -0.8841, -0.887, -0.8789, -0.879, -0.8794, -0.8713, -0.871, -0.856, -0.8493, -0.855, -0.8522, -0.8542, 0.0, 0.0169, -0.0308, -0.0296, 0.0175, 0.0326, 0.0462, 0.0488, 0.0506, 0.0337, 0.0071, 0.0207, 0.0223, 0.0058, 0.0483, 0.0188, 0.014, 0.0268, 0.0206, 0.0052, 0.048, 0.085, 0.1265, 0.1292, 0.1618, 0.1579, 0.1901, 0.1812, 0.1952, 0.2194, 0.2471, 0.2832, 0.312, 0.301, 0.2774, 0.2531, 0.2246, 0.2517, 0.1994, 0.1808, 0.2144, 0.1997, 0.1984, 0.1956, 0.2034, 0.1953, 0.2076, 0.2147, 0.2376, 0.2012, 0.208, 0.2233, 0.2634, 0.2684, 0.2611, 0.3208, 0.3669, 0.394, 0.4259, 0.3937, 0.3544, 0.3517, 0.3337, 0.3363, 0.3223, 0.3188, 0.323, 0.3825, 0.3738, 0.4423, 0.5203, 0.493, 0.441, 0.4379, 0.452, 0.5146, 0.5345, 0.5469, 0.5898, 0.5077, 0.4708, 0.6092, 0.6563, 0.6593, 0.6465, 0.7915, 0.7364, 0.8325, 0.8692, 0.8321, 0.8197, 0.7481, 0.6739, 0.6171, 0.6128, 0.6692, 0.6771, 0.7936, 0.859, 0.9401, 0.8301, 0.7188, 0.6178, 0.6155, 0.6561, 0.6755, 1.0222, 1.0168, 1.1182, 1.0745, 1.0466, 1.0166, 0.9658, 0.95, 0.7964, 0.7362, 0.8437, 0.6835, 0.6676, 0.7201, 0.744, 0.8223, 0.7026, 0.707, 0.7324, 0.7494, 0.8022]}
{"unit_id": "quote:1955370975165309089", "ticker_idx": 0, "ts": "2025-08-12T20:49:04+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LLY CEO (who also owns multiple hundreds of millions of dollars of company stock) is open market BUYING over a million dollars of $LLY shares. 3 other execs/insiders also joined him in 6-7 figure open market buys. THAT is how you want your C-suite to handle a dip!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LLY on CEO/insider open-market buying vs. bearish HIMS on CEO dumping $30M+ of shares.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Hahaha check this out $HIMS trolls!  $LLY CEO (who also owns multiple hundreds of millions of dollars of company stock) is open market BUYING over a million dollars of $LLY shares. \n\n3 other execs/insiders also joined him in 6-7 figure open market buys.  \n\nTHAT is how you want your C-suite to handle a dip!  Dave Ricks already has as much skin in the game as Dudum does, but when his company’s stock goes down, he makes million dollar PURCHASES.  Dudum makes >$30 million dollar SALES.\n\nhttps://t.co/fckcd6iues", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS CEO Andrew Dudum continues absolute *DUMPING* stock on the $HIMS cult.  He just sold 666,000 shares for ***$33,562,320***\n\nThe $HIMS cult thinks the low $50s is a \"dip\" to buy.  Meanwhile the CEO is dumping tens of millions of dollars at...$50.58/share...\n\nDudum knows what", "parent_author": null, "ret_m1d": -0.03188548088470888, "ret_signed_m1d": -0.03188548088470888, "alpha_spy_m1d": -0.02847402668561072, "alpha_c_m1d": -0.02847402668561072, "bench_spy_m1d": -0.003411454199098163, "bench_c_m1d": -0.003411454199098163, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036245742967608185, "ret_signed_p1d": 0.036245742967608185, "alpha_spy_p1d": 0.03615282509867912, "alpha_c_p1d": 0.03615282509867912, "bench_spy_p1d": 9.29178689290655e-05, "bench_c_p1d": 9.29178689290655e-05, "ret_p1w": 0.07040139296102388, "ret_signed_p1w": 0.07040139296102388, "alpha_spy_p1w": 0.08091498762993055, "alpha_c_p1w": 0.08091498762993055, "bench_spy_p1w": -0.010513594668906667, "bench_c_p1w": -0.010513594668906667, "ret_p1m": 0.14619315794445176, "ret_signed_p1m": 0.14619315794445176, "alpha_spy_p1m": 0.12677916060911798, "alpha_c_p1m": 0.12677916060911798, "bench_spy_p1m": 0.019413997335333777, "bench_c_p1m": 0.019413997335333777, "ret_p3m": 0.5000853849371665, "ret_signed_p3m": 0.5000853849371665, "alpha_spy_p3m": 0.4380538558277014, "alpha_c_p3m": 0.4380538558277014, "bench_spy_p3m": 0.06203152910946508, "bench_c_p3m": 0.06203152910946508, "ret_p6m": 0.5777357031414678, "ret_signed_p6m": 0.5777357031414678, "alpha_spy_p6m": 0.5152639863934094, "alpha_c_p6m": 0.5152639863934094, "bench_spy_p6m": 0.0624717167480584, "bench_c_p6m": 0.0624717167480584, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14619315794445176, "alpha_spy_stated": 0.12677916060911798, "alpha_c_stated": 0.12677916060911798, "price_path": [0.1272, 0.0812, 0.108, 0.1467, 0.1433, 0.131, 0.0976, 0.0828, 0.0806, 0.098, 0.0892, 0.094, 0.1169, 0.1312, 0.1367, 0.1595, 0.1593, 0.1656, 0.1714, 0.2221, 0.2243, 0.2294, 0.2405, 0.2227, 0.198, 0.1886, 0.1548, 0.1668, 0.178, 0.1996, 0.2038, 0.1741, 0.1802, 0.1747, 0.1799, 0.182, 0.1701, 0.1774, 0.1914, 0.1971, 0.2006, 0.2102, 0.1685, 0.1958, 0.1529, 0.1684, 0.154, 0.1756, 0.2095, 0.2194, 0.2304, 0.2235, 0.1551, 0.1508, 0.1205, 0.1542, 0.1643, 0.1597, 0.13, -0.0297, -0.0527, -0.0383, -0.0319, 0.0, 0.0362, 0.064, 0.0592, 0.067, 0.0704, 0.077, 0.0799, 0.0551, 0.1168, 0.114, 0.1106, 0.1116, 0.1155, 0.1195, 0.1273, 0.1034, 0.1208, 0.1389, 0.145, 0.1475, 0.1462, 0.1353, 0.1603, 0.1534, 0.1576, 0.141, 0.1455, 0.1334, 0.1256, 0.0843, 0.0994, 0.1024, 0.1577, 0.2525, 0.244, 0.2744, 0.2822, 0.2801, 0.2833, 0.2979, 0.2647, 0.2433, 0.2326, 0.2542, 0.2433, 0.2182, 0.2275, 0.2132, 0.2327, 0.2458, 0.2525, 0.254, 0.2444, 0.2344, 0.2814, 0.3093, 0.3604, 0.376, 0.4048, 0.4224, 0.4026, 0.4667, 0.5001, 0.5443, 0.5521, 0.558, 0.5526, 0.5652, 0.595, 0.5854, 0.6103, 0.6262, 0.6866, 0.6781, 0.6343, 0.6075, 0.5897, 0.5706, 0.5416, 0.5352, 0.5159, 0.4926, 0.5099, 0.5338, 0.5614, 0.6141, 0.6021, 0.5831, 0.606, 0.6281, 0.6358, 0.6284, 0.6366, 0.6377, 0.6392, 0.6408, 0.6331, 0.6417, 0.5827, 0.6169, 0.6838, 0.649, 0.6162, 0.6427, 0.6369, 0.631, 0.5697, 0.5779, 0.5823, 0.6389, 0.6524, 0.6173, 0.6149, 0.5796, 0.5557, 0.5563, 0.576, 0.5866, 0.5248, 0.6824, 0.5512, 0.608, 0.5875, 0.5576, 0.5427, 0.5777]}
{"unit_id": "orig:1948116309000040623", "ticker_idx": 0, "ts": "2025-07-23T20:21:36+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not even 10% dilution. Just absolutely BEAUTIFUL.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on ABVX; minimal dilution from offering viewed as highly positive.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ABVX Not even 10% dilution.  Just absolutely BEAUTIFUL.  Party in the 9th arrondissement tonight! https://t.co/Rfq9RnvHRQ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0166284923535992, "ret_signed_m1d": -0.0166284923535992, "alpha_spy_m1d": -0.016297572246876002, "alpha_c_m1d": -0.02038518098428488, "bench_spy_m1d": -0.00033092010672319816, "bench_c_m1d": 0.0037566886306856784, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.046875059809704744, "ret_signed_p1d": -0.046875059809704744, "alpha_spy_p1d": -0.05109939796219587, "alpha_c_p1d": -0.052178600137207765, "bench_spy_p1d": 0.004224338152491125, "bench_c_p1d": 0.00530354032750302, "ret_p1w": 0.028812993768416506, "ret_signed_p1w": 0.028812993768416506, "alpha_spy_p1w": 0.03250136196557407, "alpha_c_p1w": 0.06807337868696539, "bench_spy_p1w": -0.0036883681971575655, "bench_c_p1w": -0.039260384918548885, "ret_p1m": 0.10779811371537829, "ret_signed_p1m": 0.10779811371537829, "alpha_spy_p1m": 0.090632776127747, "alpha_c_p1m": 0.0900460947869961, "bench_spy_p1m": 0.01716533758763128, "bench_c_p1m": 0.017752018928382185, "ret_p3m": 0.30031531402952205, "ret_signed_p3m": 0.30031531402952205, "alpha_spy_p3m": 0.2447820176012705, "alpha_c_p3m": 0.2202656817910651, "bench_spy_p3m": 0.055533296428251555, "bench_c_p3m": 0.08004963223845696, "ret_p6m": 0.7505733802602328, "ret_signed_p6m": 0.7505733802602328, "alpha_spy_p6m": 0.6579485311172935, "alpha_c_p6m": 0.580317906077775, "bench_spy_p6m": 0.09262484914293934, "bench_c_p6m": 0.1702554741824578, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10779811371537829, "alpha_spy_stated": 0.090632776127747, "alpha_c_stated": 0.0900460947869961, "price_path": [-0.903, -0.9007, -0.9019, -0.8959, -0.8979, -0.8979, -0.9009, -0.8969, -0.8979, -0.9032, -0.905, -0.9018, -0.9038, -0.9083, -0.9134, -0.9126, -0.9141, -0.9138, -0.9157, -0.9169, -0.9166, -0.9133, -0.9187, -0.9184, -0.9186, -0.9138, -0.9137, -0.909, -0.889, -0.8845, -0.8832, -0.8826, -0.8882, -0.8872, -0.8936, -0.8994, -0.8999, -0.9037, -0.9131, -0.9133, -0.9144, -0.9124, -0.9047, -0.8989, -0.8971, -0.8939, -0.8903, -0.8902, -0.8888, -0.8859, -0.886, -0.8889, -0.8809, -0.881, -0.8815, -0.8734, -0.8731, -0.8584, -0.8518, -0.8574, -0.8546, -0.8567, -0.0166, 0.0, -0.0469, -0.0457, 0.0006, 0.0154, 0.0288, 0.0313, 0.0331, 0.0165, -0.0096, 0.0037, 0.0053, -0.0109, 0.0308, 0.0019, -0.0029, 0.0097, 0.0036, -0.0115, 0.0305, 0.0669, 0.1078, 0.1104, 0.1425, 0.1386, 0.1703, 0.1616, 0.1753, 0.1991, 0.2263, 0.2619, 0.2901, 0.2794, 0.2562, 0.2322, 0.2043, 0.2309, 0.1795, 0.1611, 0.1942, 0.1798, 0.1785, 0.1757, 0.1833, 0.1755, 0.1875, 0.1945, 0.217, 0.1812, 0.1879, 0.203, 0.2424, 0.2473, 0.2401, 0.2989, 0.3442, 0.3708, 0.4022, 0.3706, 0.3319, 0.3293, 0.3115, 0.3141, 0.3003, 0.2969, 0.301, 0.3595, 0.351, 0.4183, 0.495, 0.4682, 0.417, 0.414, 0.4279, 0.4894, 0.509, 0.5212, 0.5634, 0.4827, 0.4464, 0.5824, 0.6287, 0.6317, 0.6191, 0.7618, 0.7076, 0.802, 0.8382, 0.8016, 0.7894, 0.719, 0.6461, 0.5902, 0.586, 0.6415, 0.6492, 0.7638, 0.8281, 0.9078, 0.7997, 0.6902, 0.5909, 0.5886, 0.6286, 0.6476, 0.9885, 0.9832, 1.083, 1.04, 1.0126, 0.9831, 0.9331, 0.9176, 0.7665, 0.7073, 0.8131, 0.6555, 0.6399, 0.6915, 0.715, 0.792, 0.6743, 0.6786, 0.7036, 0.7203, 0.7722, 0.7506]}
{"unit_id": "reply:1923427914248278213", "ticker_idx": 0, "ts": "2025-05-16T17:18:44+00:00", "symbol": "LXEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Very positive for $LXEO", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish LXEO; pharma buyout of a competitor with <500 NA patients implies LXEO's FA-CM patient pool is multiples larger, very positive catalyst.", "resolved_tickers": ["LXEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sububoston And pharma buying out a company with &lt;500 North American patients identified this morning…FA-CM def multiples of that.  Very positive for $LXEO.", "reply_text": null, "parent_text": "$LXEO vs $RCKT: PKP2 expression  between competing therapies. $LXEO should be up tmrw https://t.co/nb7Tf73dDJ", "quoted_text": null, "parent_author": "sububoston", "ret_m1d": -0.16666665440233652, "ret_signed_m1d": -0.16666665440233652, "alpha_spy_m1d": -0.1603725822256563, "alpha_c_m1d": -0.14690577622199252, "bench_spy_m1d": -0.00629407217668021, "bench_c_m1d": -0.019760878180344, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015432084002812374, "ret_signed_p1d": 0.015432084002812374, "alpha_spy_p1d": 0.014338160196449179, "alpha_c_p1d": 0.005814441790258806, "bench_spy_p1d": 0.001093923806363195, "bench_c_p1d": 0.009617642212553568, "ret_p1w": -0.12962965279558658, "ret_signed_p1w": -0.12962965279558658, "alpha_spy_p1w": -0.10423420433942843, "alpha_c_p1w": -0.10896718994540278, "bench_spy_p1w": -0.025395448456158154, "bench_c_p1w": -0.020662462850183805, "ret_p1m": 0.2098765631961923, "ret_signed_p1m": 0.2098765631961923, "alpha_spy_p1m": 0.20427236507869528, "alpha_c_p1m": 0.20702115609208782, "bench_spy_p1m": 0.005604198117497017, "bench_c_p1m": 0.0028554071041044793, "ret_p3m": 0.5185185375963655, "ret_signed_p3m": 0.5185185375963655, "alpha_spy_p3m": 0.43268593418791057, "alpha_c_p3m": 0.4926056218533388, "bench_spy_p3m": 0.08583260340845489, "bench_c_p3m": 0.025912915743026677, "ret_p6m": 1.7901234368038077, "ret_signed_p6m": 1.7901234368038077, "alpha_spy_p6m": 1.6528216245589233, "alpha_c_p6m": 1.6386281552447266, "bench_spy_p6m": 0.13730181224488436, "bench_c_p6m": 0.1514952815590811, "ret_p1y": 0.3827160511996539, "ret_signed_p1y": 0.3827160511996539, "alpha_spy_p1y": 0.1337406803181307, "alpha_c_p1y": 0.2560544911010887, "bench_spy_p1y": 0.24897537088152322, "bench_c_p1y": 0.12666156009856522, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.12962965279558658, "alpha_spy_stated": -0.10423420433942843, "alpha_c_stated": -0.10896718994540278, "price_path": [0.3889, 0.3364, 0.3765, 0.2438, 0.2006, 0.1512, 0.0417, -0.0247, -0.0772, -0.1173, -0.2778, -0.2284, -0.1636, -0.1327, -0.1667, -0.1914, -0.179, -0.1019, -0.0833, -0.0525, -0.0401, -0.0864, -0.0617, -0.1698, -0.1636, 0.2623, 0.3704, 0.2315, 0.2685, 0.2654, 0.071, -0.034, -0.091, -0.1852, -0.2793, -0.4475, -0.4383, -0.2716, -0.3302, -0.3889, -0.3395, -0.213, -0.2963, -0.1636, -0.0093, 0.0556, 0.0401, 0.1327, 0.1358, 0.0957, 0.1019, 0.213, 0.4537, 0.4321, 0.3735, 0.0031, -0.0772, -0.0741, -0.1698, -0.1883, -0.1265, -0.1698, -0.1667, 0.0, 0.0154, 0.0895, -0.0556, -0.0494, -0.1296, -0.1667, -0.1543, -0.1142, -0.1605, -0.1605, -0.1296, -0.0432, 0.0093, 0.1975, 0.3519, 0.4228, 0.392, 0.2623, 0.216, 0.2099, 0.2099, 0.3086, 0.2068, 0.2222, 0.2994, 0.2932, 0.2901, 0.2716, 0.2407, 0.3025, 0.3519, 0.3735, 0.4012, 0.3704, 0.4198, 0.4167, 0.3796, 0.3704, 0.2716, 0.2994, 0.3148, 0.2809, 0.2222, 0.2006, 0.2037, 0.1327, 0.2747, 0.3148, 0.2654, 0.4352, 0.4599, 0.4228, 0.4722, 0.4599, 0.4691, 0.3735, 0.3981, 0.3704, 0.4414, 0.4568, 0.4784, 0.4568, 0.5185, 0.4753, 0.4815, 0.4753, 0.5123, 0.4383, 0.5093, 0.4969, 0.4691, 0.4784, 0.4784, 0.5185, 0.534, 0.5494, 0.6204, 0.6019, 0.6049, 0.5988, 0.5988, 0.6605, 0.608, 0.6543, 0.6852, 0.5895, 0.6389, 0.6512, 1.0185, 1.0062, 1.0895, 1.0556, 1.0494, 1.0494, 1.0679, 1.0432, 0.9969, 1.5741, 1.4784, 1.5309, 1.5432, 1.5309, 1.6235, 1.7253, 1.7068, 1.9568, 1.8457, 1.963, 1.8488, 1.7778, 1.8488, 2.037, 2.1111, 2.0586, 1.9105, 2.0895, 1.7901, 1.5772, 1.5309, 1.5988, 1.5278, 1.6296, 1.8148, 1.8426, 1.7747, 1.7901]}
{"unit_id": "quote:1952363733910511945", "ticker_idx": 0, "ts": "2025-08-04T13:39:21+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR widens its lead as the first/only IL-2 T-Reg expander heading to market. Eventually people will realize the *large* unmet need post-IL4/13 (and pre-JAKi) in AtD.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR as sole remaining functional IL-2 drug heading to market, with large unmet need in atopic dermatitis expected to be recognized.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$NKTR widens its lead as the first/only IL-2 T-Reg expander heading to market.\n\nEventually people will realize the *large* unmet need post-IL4/13 (and pre-JAKi) in AtD.  Just noise until then.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/tE0opzPBiZ\n\nAlso I missed this , $mrk writes off their IL2 drug from the $pand purchase. \nThis means only ONE IL-2 drug left and it WORKS $nktr", "parent_author": null, "ret_m1d": -0.01332193241051649, "ret_signed_m1d": -0.01332193241051649, "alpha_spy_m1d": 0.0016502579865615985, "alpha_c_m1d": 0.0008123748269084352, "bench_spy_m1d": -0.014972190397078089, "bench_c_m1d": -0.014134307237424926, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03051143007538737, "ret_signed_p1d": -0.03051143007538737, "alpha_spy_p1d": -0.025441503731774784, "alpha_c_p1d": -0.026677188229484727, "bench_spy_p1d": -0.005069926343612585, "bench_c_p1d": -0.0038342418459026417, "ret_p1w": -0.0343790772957322, "ret_signed_p1w": -0.0343790772957322, "alpha_spy_p1w": -0.041904868372998116, "alpha_c_p1w": -0.013929438820090234, "bench_spy_p1w": 0.00752579107726592, "bench_c_p1w": -0.020449638475641962, "ret_p1m": 0.22690153310827665, "ret_signed_p1m": 0.22690153310827665, "alpha_spy_p1m": 0.20698603253249082, "alpha_c_p1m": 0.19758051837409196, "bench_spy_p1m": 0.01991550057578584, "bench_c_p1m": 0.02932101473418469, "ret_p3m": 1.790287882590604, "ret_signed_p3m": 1.790287882590604, "alpha_spy_p3m": 1.7066638209434908, "alpha_c_p3m": 1.7008232854120267, "bench_spy_p3m": 0.08362406164711311, "bench_c_p3m": 0.08946459717857724, "ret_p6m": 0.6699613169705174, "ret_signed_p6m": 0.6699613169705174, "alpha_spy_p6m": 0.5712321912830014, "alpha_c_p6m": 0.5011472974557907, "bench_spy_p6m": 0.09872912568751602, "bench_c_p6m": 0.16881401951472674, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22690153310827665, "alpha_spy_stated": 0.20698603253249082, "alpha_c_stated": 0.19758051837409196, "price_path": [-0.5165, -0.5552, -0.5875, -0.6068, -0.6003, -0.6197, -0.5423, -0.5423, -0.5359, -0.5617, -0.5552, -0.5488, -0.5552, -0.5939, -0.5746, -0.581, -0.5681, -0.5488, -0.523, -0.5359, -0.4843, -0.5165, -0.5165, -0.5681, -0.5681, -0.6223, -0.5122, -0.5896, -0.6235, -0.6309, -0.6025, -0.6248, -0.63, -0.6343, -0.59, 0.0507, 0.2514, 0.2755, 0.107, 0.1104, 0.0567, 0.0971, 0.064, 0.0086, -0.0232, 0.0039, 0.0786, 0.0748, 0.049, 0.0228, 0.0374, 0.1461, 0.0718, 0.0653, 0.052, 0.0743, 0.0563, 0.0743, 0.0163, -0.0155, -0.0516, -0.0683, -0.0133, 0.0, -0.0305, -0.0352, -0.0653, -0.009, -0.0344, 0.0142, 0.1053, 0.147, 0.1715, 0.1788, 0.1483, 0.1581, 0.2033, 0.1616, 0.1663, 0.2368, 0.2583, 0.2609, 0.2832, 0.2501, 0.2269, 0.5462, 0.7267, 0.905, 1.0872, 1.0705, 1.0284, 1.092, 1.1061, 1.144, 1.1947, 1.5251, 1.3696, 1.5307, 1.5612, 1.5926, 1.3902, 1.514, 1.532, 1.4452, 1.529, 1.5999, 1.6021, 1.5754, 1.4925, 1.4306, 1.3911, 1.3352, 1.4667, 1.4529, 1.4448, 1.3618, 1.4826, 1.7069, 1.5518, 1.6549, 1.7349, 1.5827, 1.6889, 1.618, 1.5625, 1.6988, 1.7903, 1.575, 1.4074, 1.3318, 1.3687, 1.4052, 1.4912, 1.5466, 1.4783, 1.3184, 1.4358, 1.5604, 1.5428, 1.5935, 1.3683, 1.3326, 1.52, 1.5935, 1.8229, 1.8023, 1.6261, 1.3571, 1.4551, 1.4792, 1.4452, 1.4615, 1.526, 1.4813, 1.1968, 1.3507, 1.2905, 1.1126, 0.9523, 0.8908, 1.0129, 0.8685, 0.9106, 0.8883, 0.9119, 0.8363, 0.8006, 0.8169, 0.8659, 0.911, 0.8466, 0.8698, 0.7808, 0.7065, 0.6661, 0.572, 0.5509, 0.5196, 0.6193, 0.5569, 0.5866, 0.5698, 0.5948, 0.5978, 0.6343, 0.5432, 0.514, 0.6042, 0.6382, 0.67]}
{"unit_id": "reply:1910112686274134394", "ticker_idx": 0, "ts": "2025-04-09T23:28:47+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "when bonds *do* start to cooperate, it's going to be a face ripping rally for some of these left for dead biotechs", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Biotech poised for a violent rally once bonds cooperate, despite current severe underperformance.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "To be fair, it’s already not working.  $XBI was down *way* more than the broader markets before the crash.  Biotech was still down more than the broader markets *during* the crash.  Then today NASDAQ was +12% while biotech was only+7%.  Lagging way behind despite being down orders of magnitude worse.  Sector is still in absolute ruins.\n\nThe flip side view of this is when bonds *do* start to cooperate, it’s going to be a face ripping rally for some of these left for dead biotechs.", "reply_text": null, "parent_text": "$XBI I hate to say this, but I think you're going to have more opportunities to buy your favorite biotech stock at a screaming value. This \"all clear\" whistle won't blow until this starts to cooperate, IMO. https://t.co/lLe4jFub0t", "quoted_text": null, "parent_author": "MBbiotech", "ret_m1d": 0.04566399253011144, "ret_signed_m1d": 0.04566399253011144, "alpha_spy_m1d": -0.00016305551144379926, "alpha_c_m1d": -0.00016305551144379926, "bench_spy_m1d": 0.04582704804155524, "bench_c_m1d": 0.04582704804155524, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03798366047423141, "ret_signed_p1d": 0.03798366047423141, "alpha_spy_p1d": 0.02014076671311482, "alpha_c_p1d": 0.02014076671311482, "bench_spy_p1d": 0.017842893761116585, "bench_c_p1d": 0.017842893761116585, "ret_p1w": 0.060326707107889455, "ret_signed_p1w": 0.060326707107889455, "alpha_spy_p1w": 0.056838407042111516, "alpha_c_p1w": 0.056838407042111516, "bench_spy_p1w": 0.0034883000657779384, "bench_c_p1w": 0.0034883000657779384, "ret_p1m": 0.10948194436528458, "ret_signed_p1m": 0.10948194436528458, "alpha_spy_p1m": -0.0018641453818977194, "alpha_c_p1m": -0.0018641453818977194, "bench_spy_p1m": 0.1113460897471823, "bench_c_p1m": 0.1113460897471823, "ret_p3m": 0.23275392579236298, "ret_signed_p3m": 0.23275392579236298, "alpha_spy_p3m": 0.03816589385315017, "alpha_c_p3m": 0.03816589385315017, "bench_spy_p3m": 0.1945880319392128, "bench_c_p3m": 0.1945880319392128, "ret_p6m": 0.4666749147399092, "ret_signed_p6m": 0.4666749147399092, "alpha_spy_p6m": 0.21468998174205356, "alpha_c_p6m": 0.21468998174205356, "bench_spy_p6m": 0.2519849329978556, "bench_c_p6m": 0.2519849329978556, "ret_p1y": 0.9022350959651202, "ret_signed_p1y": 0.9022350959651202, "alpha_spy_p1y": 0.5632191706040048, "alpha_c_p1y": 0.5632191706040048, "bench_spy_p1y": 0.33901592536111536, "bench_c_p1y": 0.33901592536111536, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10948194436528458, "alpha_spy_stated": -0.0018641453818977194, "alpha_c_stated": -0.0018641453818977194, "price_path": [0.289, 0.2489, 0.2446, 0.2101, 0.2365, 0.2273, 0.2284, 0.2639, 0.2736, 0.2983, 0.2911, 0.2932, 0.3011, 0.2928, 0.3062, 0.294, 0.2766, 0.2926, 0.3224, 0.3038, 0.2741, 0.2615, 0.2435, 0.2563, 0.2675, 0.2764, 0.2753, 0.2921, 0.2947, 0.2805, 0.2583, 0.2384, 0.2323, 0.2162, 0.2387, 0.1953, 0.2027, 0.2263, 0.2157, 0.219, 0.2042, 0.2033, 0.2169, 0.2005, 0.2167, 0.2329, 0.2033, 0.2213, 0.2091, 0.2165, 0.2403, 0.216, 0.1881, 0.1944, 0.1786, 0.1325, 0.0915, 0.1254, 0.0912, 0.0286, 0.0193, -0.0253, 0.0457, 0.0, 0.038, 0.0688, 0.0688, 0.0492, 0.0603, 0.0545, 0.0842, 0.1046, 0.1296, 0.1207, 0.1363, 0.1434, 0.1584, 0.1521, 0.166, 0.1542, 0.0776, 0.0802, 0.0898, 0.0668, 0.1095, 0.0829, 0.0665, 0.0834, 0.1035, 0.1133, 0.1367, 0.1078, 0.1067, 0.1038, 0.1074, 0.1, 0.1236, 0.1059, 0.1345, 0.1498, 0.1518, 0.1529, 0.1767, 0.1768, 0.1909, 0.1782, 0.178, 0.1674, 0.1642, 0.1465, 0.1543, 0.1504, 0.149, 0.1706, 0.1629, 0.1687, 0.1593, 0.1582, 0.1603, 0.1842, 0.1904, 0.1673, 0.183, 0.2272, 0.2343, 0.2153, 0.2328, 0.1998, 0.2265, 0.2307, 0.2048, 0.1992, 0.2112, 0.2321, 0.2219, 0.2235, 0.209, 0.1988, 0.2044, 0.1963, 0.2001, 0.2125, 0.2129, 0.2029, 0.1916, 0.1931, 0.1893, 0.2139, 0.2502, 0.2509, 0.2664, 0.2598, 0.2402, 0.246, 0.2558, 0.2698, 0.24, 0.2555, 0.261, 0.261, 0.2548, 0.2971, 0.3079, 0.3054, 0.3333, 0.3188, 0.3265, 0.3114, 0.3365, 0.3145, 0.3048, 0.3091, 0.3096, 0.3502, 0.3351, 0.3592, 0.3518, 0.3612, 0.3391, 0.3683, 0.3886, 0.3998, 0.4164, 0.4331, 0.4473, 0.4478, 0.4484, 0.473, 0.488, 0.4667]}
{"unit_id": "orig:1906709984282370097", "ticker_idx": 0, "ts": "2025-03-31T14:07:39+00:00", "symbol": "FATE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FATE at $0.77 is trading at 0.33x cash (FULLY diluted) with new lupus data in ~2-3 months", "tweet_type": "analysis", "timeline": "months", "summary": "FATE is deeply undervalued at 0.33x fully diluted cash with a lupus data catalyst in 2-3 months; implied bullish.", "resolved_tickers": ["FATE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$FATE at $0.77 is trading at 0.33x cash (FULLY diluted) with new lupus data in ~2-3 months.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07594936804365715, "ret_signed_m1d": 0.07594936804365715, "alpha_spy_m1d": 0.08261729754223024, "alpha_c_m1d": 0.08615429085868376, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.010204922815026607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.037974721746286244, "ret_signed_p1d": -0.037974721746286244, "alpha_spy_p1d": -0.04079916480200896, "alpha_c_p1d": -0.019688317825614865, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": -0.01828640392067138, "ret_p1w": 0.1518987360873143, "ret_signed_p1w": 0.1518987360873143, "alpha_spy_p1w": 0.2502379719795935, "alpha_c_p1w": 0.230934421459691, "bench_spy_p1w": -0.09833923589227922, "bench_c_p1w": -0.07903568537237671, "ret_p1m": 0.6202530843327989, "ret_signed_p1m": 0.6202530843327989, "alpha_spy_p1m": 0.6289232515223016, "alpha_c_p1m": 0.6581957104546314, "bench_spy_p1m": -0.008670167189502642, "bench_c_p1m": -0.03794262612183252, "ret_p3m": 0.4430379173805705, "ret_signed_p3m": 0.4430379173805705, "alpha_spy_p3m": 0.3356244375941426, "alpha_c_p3m": 0.5022624011112926, "bench_spy_p3m": 0.1074134797864279, "bench_c_p3m": -0.05922448373072209, "ret_p6m": 0.5949366534678848, "ret_signed_p6m": 0.5949366534678848, "alpha_spy_p6m": 0.39720008049862465, "alpha_c_p6m": 0.6328527937416166, "bench_spy_p6m": 0.19773657296926017, "bench_c_p6m": -0.0379161402737318, "ret_p1y": 0.569620222602971, "ret_signed_p1y": 0.569620222602971, "alpha_spy_p1y": 0.3848449742263591, "alpha_c_p1y": 0.5397958812150678, "bench_spy_p1y": 0.18477524837661186, "bench_c_p1y": 0.02982434138790313, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6202530843327989, "alpha_spy_stated": 0.6289232515223016, "alpha_c_stated": 0.6581957104546314, "price_path": [1.0506, 1.038, 1.0506, 1.0886, 1.2658, 1.2785, 1.3671, 1.2152, 1.1139, 0.8608, 0.6329, 0.5823, 0.6709, 0.5823, 0.6076, 0.6709, 0.6962, 0.6962, 0.6835, 0.7342, 0.6456, 0.6582, 0.7342, 0.6456, 0.6076, 0.6582, 0.7975, 0.7722, 0.6076, 0.5823, 0.5316, 0.5823, 0.6076, 0.7975, 0.9367, 1.1646, 0.962, 0.7975, 0.7215, 0.557, 0.4684, 0.3797, 0.4177, 0.3038, 0.2025, 0.1519, 0.3165, 0.2785, 0.1772, 0.2152, 0.2785, 0.1899, 0.1899, 0.2278, 0.1646, 0.1519, 0.1899, 0.1519, 0.1899, 0.1392, 0.0759, 0.1139, 0.0759, 0.0, -0.038, -0.0253, -0.1392, -0.0506, 0.1519, 0.1519, 0.1646, 0.1899, 0.3418, 0.1646, 0.4177, 0.3291, 0.4051, 0.5823, 0.7342, 0.6835, 0.7089, 0.6203, 0.5823, 0.481, 0.6203, 0.5696, 0.6582, 0.481, 0.2152, 0.2658, 0.3038, 0.3165, 0.3544, 0.2658, 0.2152, 0.2785, 0.3544, 0.5443, 0.5823, 0.481, 0.519, 0.4684, 0.5443, 0.6076, 0.6709, 0.5316, 0.6456, 0.7215, 0.7975, 0.6962, 1.0253, 0.9241, 1.1139, 0.962, 0.7722, 0.6076, 0.5696, 0.519, 0.5316, 0.5063, 0.443, 0.481, 0.4684, 0.3924, 0.3165, 0.4177, 0.443, 0.4177, 0.4177, 0.3418, 0.3797, 0.4557, 0.4684, 0.4557, 0.443, 0.4304, 0.4304, 0.4557, 0.4304, 0.4557, 0.5696, 0.6203, 0.5823, 0.5696, 0.6456, 0.481, 0.443, 0.3924, 0.3544, 0.3418, 0.3671, 0.3165, 0.2405, 0.1646, 0.1899, 0.1899, 0.4304, 0.3544, 0.3797, 0.519, 0.443, 0.4304, 0.4051, 0.4557, 0.3797, 0.4051, 0.4177, 0.3671, 0.3165, 0.3038, 0.2658, 0.2278, 0.2785, 0.2278, 0.2405, 0.2658, 0.2911, 0.2152, 0.2152, 0.2025, 0.2025, 0.2658, 0.2152, 0.2785, 0.2278, 0.2785, 0.2278, 0.2658, 0.2658, 0.5949]}
{"unit_id": "thread:1907471537445163345", "ticker_idx": 0, "ts": "2025-04-02T16:33:48+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it makes sense as a long when the price falls from $90 to $24", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long VKTX at current ~$24 price despite drug limitations; sees value at this drawdown level.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The number of people coming after me for being long $VKTX because they think I have been saying their drug has “no value” is a good demonstration of how low IQ the entire conversation around this company has been. \n\nI have *constantly* said that the drugs have *some* value, but I’ve simply been calling out basic facts like the SubQ tolerability data are worse than Lilly’s are and that the oral API won’t scale. \n\nApparently since this isn’t “SUPER BULLISH BEST DRUG BUYOUT COMING” braindead drivel that retail longs like to hear from people like Pharmdca, this makes me an uber bear who thinks the company is a zero. This has literally never been the case, but somehow the Viking retailers have managed to have a group hallucination over things I’ve never said.\n\nWe have to be capable of realizing the limitations of a dataset and adjusting that to different valuations.  Not everything is black and white, and people calling out flaws in a company’s data or valuation aren’t all permabears.\n\nI can simultaneously believe that Viking has issues to overcome but also that it makes sense as a long when the price falls from $90 to $24.  \n\nSomehow trying to hold multiple contradictory opinions at once like that is too much brain power for many Viking longs like @Matthew_ABCD \n\nIf people didn’t split their opinions so sharply on people making bearish points such that you ignore them just because they’re “on the other side of the trade”, you might have a better chance of avoiding such massive drawdowns.\n\n---\n\nAnd while wait for these people to show me proof of where I supposedly said the $VKTX programs “had no value” (which, again, is something y’all hallucinated), here are 4 examples of where I have been saying the literal opposite for months: \n\nhttps://t.co/t4jEVAdcB4\n\nhttps://t.co/w91OkpeoqX\n\nhttps://t.co/Ad4BiBdsyA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0689252506514546, "ret_signed_m1d": -0.0689252506514546, "alpha_spy_m1d": -0.06263652928978936, "alpha_c_m1d": -0.06227246386868601, "bench_spy_m1d": -0.00628872136166525, "bench_c_m1d": -0.006652786782768594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.056853620501204905, "ret_signed_p1d": -0.056853620501204905, "alpha_spy_p1d": -0.007572709771379693, "alpha_c_p1d": -0.048745469341347714, "bench_spy_p1d": -0.04928091072982521, "bench_c_p1d": -0.008108151159857191, "ret_p1w": -0.10046728555474582, "ret_signed_p1w": -0.10046728555474582, "alpha_spy_p1w": -0.07230169037986311, "alpha_c_p1w": -0.06207502729246939, "bench_spy_p1w": -0.028165595174882707, "bench_c_p1w": -0.038392258262276435, "ret_p1m": 0.1433021908661769, "ret_signed_p1m": 0.1433021908661769, "alpha_spy_p1m": 0.13933432542319313, "alpha_c_p1m": 0.18328833250815335, "bench_spy_p1m": 0.003967865442983776, "bench_c_p1m": -0.03998614164197645, "ret_p3m": 0.09774144077311187, "ret_signed_p3m": 0.09774144077311187, "alpha_spy_p3m": -0.013270860486880087, "alpha_c_p3m": 0.15424287913204804, "bench_spy_p3m": 0.11101230125999195, "bench_c_p3m": -0.056501438358936174, "ret_p6m": 0.08566973634916253, "ret_signed_p6m": 0.08566973634916253, "alpha_spy_p6m": -0.10659828742469957, "alpha_c_p6m": 0.08406530529094192, "bench_spy_p6m": 0.1922680237738621, "bench_c_p6m": 0.0016044310582206123, "ret_p1y": 0.3212616784251836, "ret_signed_p1y": 0.3212616784251836, "alpha_spy_p1y": 0.1406415708970168, "alpha_c_p1y": 0.28946128872075105, "bench_spy_p1y": 0.18062010752816682, "bench_c_p1y": 0.03180038970443255, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1433021908661769, "alpha_spy_stated": 0.13933432542319313, "alpha_c_stated": 0.18328833250815335, "price_path": [0.5487, 0.567, 0.6012, 0.6702, 0.6562, 0.6223, 0.581, 0.5308, 0.514, 0.3213, 0.3575, 0.2679, 0.2714, 0.28, 0.3259, 0.3606, 0.3435, 0.303, 0.3364, 0.3018, 0.3119, 0.2753, 0.2274, 0.2605, 0.3045, 0.2251, 0.2679, 0.1748, 0.1667, 0.1417, 0.1488, 0.1869, 0.1394, 0.2574, 0.2317, 0.3267, 0.1371, 0.1028, 0.0833, 0.1164, 0.1242, 0.0008, 0.0938, 0.088, 0.1168, 0.1332, 0.0888, 0.0327, 0.1507, 0.1577, 0.2029, 0.1616, 0.1472, 0.171, 0.104, 0.1273, 0.1402, 0.0896, 0.0257, 0.0175, -0.0012, -0.0596, -0.0689, 0.0, -0.0569, -0.1192, -0.1713, -0.222, -0.1005, -0.162, -0.1347, -0.0432, -0.1001, -0.081, -0.0678, -0.0763, -0.0078, 0.0043, -0.0008, -0.0269, 0.0101, 0.088, 0.1242, 0.1143, 0.1433, 0.1484, 0.0518, 0.0732, 0.0845, 0.0728, 0.102, 0.08, 0.0347, 0.067, 0.1071, 0.0709, 0.1164, 0.0611, 0.0798, 0.0506, 0.0584, 0.0565, 0.0966, 0.0436, 0.0171, 0.0362, 0.0514, 0.053, 0.0837, 0.0736, 0.1347, 0.1273, 0.1129, 0.0156, 0.0498, 0.0292, 0.0234, 0.0129, -0.0319, 0.0495, 0.0549, 0.097, 0.0327, 0.0319, 0.0386, 0.0794, 0.0977, 0.0713, 0.1756, 0.1838, 0.2185, 0.2114, 0.2317, 0.1955, 0.2317, 0.2488, 0.2465, 0.2438, 0.25, 0.3006, 0.3045, 0.3403, 0.2928, 0.2815, 0.3127, 0.2683, 0.2726, 0.3232, 0.3252, 0.2414, 0.3847, 0.4755, 0.4871, 0.5522, 0.6071, 0.567, 0.5588, 0.639, -0.0514, 0.0004, -0.0008, 0.0125, 0.0066, 0.014, 0.0366, 0.074, 0.0533, 0.0705, 0.0448, 0.0331, 0.0506, -0.0078, -0.016, 0.0074, 0.0023, -0.0339, -0.0621, -0.0775, -0.1009, 0.014, -0.0109, 0.0222, -0.0276, 0.037, -0.023, -0.0043, 0.0051, 0.0234, 0.0658, 0.0857]}
{"unit_id": "quote:1952798937242583188", "ticker_idx": 0, "ts": "2025-08-05T18:28:42+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Night night, $HIMS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS as Novo Nordisk's 130+ lawsuits and injunctions threaten telehealth compounded semaglutide business.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "“Telehealth companies where corporations, not doctors, improperly steer patient care to compounded semaglutide drugs using sham claims of personalization, violating California law.\"\n\nNight night, $HIMS", "reply_text": null, "parent_text": null, "quoted_text": "🚨 JUST IN: Novo Nordisk expands legal action to protect US patients from unsafe, non-FDA-approved compounded semaglutide.\n\n$NVO $HIMS\n\n- The company has filed more than 130 lawsuits across 40 states, resulting in 44 permanent injunctions to stop unsafe, illegal marketing and https://t.co/ezPlQ9yxxD", "parent_author": null, "ret_m1d": 0.14103022247476416, "ret_signed_m1d": -0.14103022247476416, "alpha_spy_m1d": -0.13593446099578843, "alpha_c_m1d": -0.13593446099578843, "bench_spy_m1d": 0.005095761478975724, "bench_c_m1d": 0.005095761478975724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07907059354201718, "ret_signed_p1d": 0.07907059354201718, "alpha_spy_p1d": 0.08673025398706058, "alpha_c_p1d": 0.08673025398706058, "bench_spy_p1d": 0.007659660445043404, "bench_c_p1d": 0.007659660445043404, "ret_p1w": -0.13616717058643069, "ret_signed_p1w": 0.13616717058643069, "alpha_spy_p1w": 0.15960792889517328, "alpha_c_p1w": 0.15960792889517328, "bench_spy_p1w": 0.023440758308742593, "bench_c_p1w": 0.023440758308742593, "ret_p1m": -0.13346541401866874, "ret_signed_p1m": 0.13346541401866874, "alpha_spy_p1m": 0.16714525860845864, "alpha_c_p1m": 0.16714525860845864, "bench_spy_p1m": 0.0336798445897899, "bench_c_p1m": 0.0336798445897899, "ret_p3m": -0.2004683172973365, "ret_signed_p3m": 0.2004683172973365, "alpha_spy_p3m": 0.2916582140613402, "alpha_c_p3m": 0.2916582140613402, "bench_spy_p3m": 0.09118989676400369, "bench_c_p3m": 0.09118989676400369, "ret_p6m": -0.5605187424828582, "ret_signed_p6m": 0.5605187424828582, "alpha_spy_p6m": 0.65949752648916, "alpha_c_p6m": 0.65949752648916, "bench_spy_p6m": 0.09897878400630189, "bench_c_p6m": 0.09897878400630189, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13346541401866874, "alpha_spy_stated": 0.16714525860845864, "alpha_c_stated": 0.16714525860845864, "price_path": [-0.2457, -0.109, -0.0571, -0.0742, -0.0641, -0.0056, 0.1527, 0.1009, 0.0551, 0.1644, 0.1228, 0.1025, 0.0447, -0.036, -0.0124, -0.0389, -0.0393, -0.0562, 0.0187, 0.0225, -0.0142, -0.0344, -0.0495, 0.0146, 0.0241, -0.0049, 0.0367, 0.0294, -0.0007, 0.0767, 0.067, 0.1, 0.1567, -0.2439, -0.2264, -0.2541, -0.1664, -0.1101, -0.1021, -0.1362, -0.1452, -0.1358, -0.1279, -0.1182, -0.0771, -0.0946, -0.1374, -0.0629, -0.0911, -0.0661, -0.0996, -0.0926, -0.1427, -0.0992, 0.045, 0.0324, 0.0384, 0.0569, 0.0856, 0.1803, 0.192, 0.1266, 0.141, 0.0, -0.0791, -0.0805, -0.0645, -0.0998, -0.1362, -0.1295, -0.1511, -0.1711, -0.1877, -0.2403, -0.2187, -0.2082, -0.1972, -0.2257, -0.1832, -0.2073, -0.2053, -0.2372, -0.252, -0.1992, -0.1335, -0.1281, -0.1059, -0.1392, -0.1394, -0.0677, -0.0004, -0.0281, -0.0834, -0.0931, 0.0122, 0.0414, 0.0393, 0.0086, -0.0409, -0.0117, 0.0519, 0.0648, 0.0216, 0.0142, 0.0423, -0.0537, -0.0137, 0.0441, 0.0477, 0.0492, -0.0283, -0.0142, -0.027, 0.1304, 0.0654, -0.1034, -0.0749, -0.111, -0.1452, -0.1266, -0.1214, -0.1313, -0.1513, -0.1601, -0.2064, -0.1812, -0.2005, -0.2293, -0.2124, -0.2522, -0.261, -0.2606, -0.284, -0.2972, -0.3507, -0.3339, -0.3591, -0.3469, -0.3546, -0.3945, -0.3748, -0.3195, -0.332, -0.3084, -0.2839, -0.3244, -0.346, -0.3323, -0.2792, -0.2939, -0.2954, -0.2828, -0.3177, -0.3197, -0.3298, -0.3471, -0.3361, -0.3701, -0.3737, -0.3595, -0.3687, -0.3732, -0.3755, -0.382, -0.3858, -0.4049, -0.4152, -0.3982, -0.3748, -0.3613, -0.3613, -0.3899, -0.4292, -0.4175, -0.42, -0.4359, -0.4375, -0.4348, -0.4512, -0.4796, -0.4503, -0.4665, -0.4546, -0.4654, -0.4836, -0.462, -0.5121, -0.5238, -0.54, -0.5605]}
{"unit_id": "reply:1906763967654990195", "ticker_idx": 0, "ts": "2025-03-31T17:42:10+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hopefully short", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a long position in VKTX, hoping for a short timeline to realize gains.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JamesDu82797309 Hopefully short", "reply_text": null, "parent_text": "@A_May_MD So what's your timeline for your long VKTX?", "quoted_text": null, "parent_author": "yoyodegaulle", "ret_m1d": 0.06211180222334467, "ret_signed_m1d": 0.06211180222334467, "alpha_spy_m1d": 0.06877973172191776, "alpha_c_m1d": 0.07231672503837128, "bench_spy_m1d": -0.006667929498573089, "bench_c_m1d": -0.010204922815026607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00993787887822628, "ret_signed_p1d": -0.00993787887822628, "alpha_spy_p1d": -0.012762321933948995, "alpha_c_p1d": 0.008348525042445099, "bench_spy_p1d": 0.002824443055722714, "bench_c_p1d": -0.01828640392067138, "ret_p1w": -0.11884053735895783, "ret_signed_p1w": -0.11884053735895783, "alpha_spy_p1w": -0.020501301466678612, "alpha_c_p1w": -0.039804851986581125, "bench_spy_p1w": -0.09833923589227922, "bench_c_p1w": -0.07903568537237671, "ret_p1m": 0.19544518820950518, "ret_signed_p1m": 0.19544518820950518, "alpha_spy_p1m": 0.20411535539900783, "alpha_c_p1m": 0.2333878143313377, "bench_spy_p1m": -0.008670167189502642, "bench_c_p1m": -0.03794262612183252, "ret_p3m": 0.10434784669023678, "ret_signed_p3m": 0.10434784669023678, "alpha_spy_p3m": -0.0030656330961911227, "alpha_c_p3m": 0.16357233042095887, "bench_spy_p3m": 0.1074134797864279, "bench_c_p3m": -0.05922448373072209, "ret_p6m": 0.0881988033855241, "ret_signed_p6m": 0.0881988033855241, "alpha_spy_p6m": -0.10953776958373607, "alpha_c_p6m": 0.1261149436592559, "bench_spy_p6m": 0.19773657296926017, "bench_c_p6m": -0.0379161402737318, "ret_p1y": 0.36480329627759, "ret_signed_p1y": 0.36480329627759, "alpha_spy_p1y": 0.18002804790097815, "alpha_c_p1y": 0.3349789548896869, "bench_spy_p1y": 0.18477524837661186, "bench_c_p1y": 0.02982434138790313, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19544518820950518, "alpha_spy_stated": 0.20411535539900783, "alpha_c_stated": 0.2333878143313377, "price_path": [0.7673, 0.7043, 0.6468, 0.6663, 0.7027, 0.776, 0.7611, 0.7251, 0.6812, 0.6277, 0.6099, 0.405, 0.4435, 0.3482, 0.352, 0.3611, 0.4099, 0.4468, 0.4286, 0.3855, 0.4211, 0.3843, 0.395, 0.3561, 0.3052, 0.3404, 0.3872, 0.3027, 0.3482, 0.2493, 0.2406, 0.2141, 0.2215, 0.2621, 0.2116, 0.3371, 0.3097, 0.4108, 0.2091, 0.1727, 0.152, 0.1872, 0.1954, 0.0642, 0.1631, 0.1569, 0.1876, 0.205, 0.1578, 0.0981, 0.2236, 0.2311, 0.2791, 0.2352, 0.2199, 0.2451, 0.1739, 0.1988, 0.2124, 0.1586, 0.0907, 0.082, 0.0621, 0.0, -0.0099, 0.0634, 0.0029, -0.0634, -0.1188, -0.1727, -0.0435, -0.1089, -0.0799, 0.0174, -0.0431, -0.0228, -0.0087, -0.0178, 0.0551, 0.0679, 0.0625, 0.0348, 0.0741, 0.1569, 0.1954, 0.1849, 0.2157, 0.2211, 0.1184, 0.1412, 0.1532, 0.1408, 0.1718, 0.1484, 0.1002, 0.1346, 0.1772, 0.1387, 0.1872, 0.1284, 0.1482, 0.1172, 0.1255, 0.1234, 0.166, 0.1097, 0.0816, 0.1019, 0.118, 0.1197, 0.1524, 0.1416, 0.2066, 0.1988, 0.1834, 0.0799, 0.1164, 0.0944, 0.0882, 0.077, 0.0294, 0.1159, 0.1217, 0.1665, 0.0981, 0.0973, 0.1043, 0.1478, 0.1673, 0.1391, 0.2501, 0.2588, 0.2957, 0.2882, 0.3097, 0.2712, 0.3097, 0.328, 0.3255, 0.3226, 0.3292, 0.383, 0.3872, 0.4253, 0.3747, 0.3627, 0.3959, 0.3487, 0.3532, 0.407, 0.4091, 0.3201, 0.4725, 0.5689, 0.5814, 0.6505, 0.7089, 0.6663, 0.6576, 0.7429, 0.0087, 0.0638, 0.0625, 0.0766, 0.0704, 0.0783, 0.1023, 0.142, 0.1201, 0.1383, 0.111, 0.0986, 0.1172, 0.0551, 0.0464, 0.0712, 0.0658, 0.0273, -0.0027, -0.019, -0.0439, 0.0783, 0.0518, 0.087, 0.034, 0.1027, 0.0389, 0.0588, 0.0687, 0.0882]}
{"unit_id": "orig:1937222180695068807", "ticker_idx": 0, "ts": "2025-06-23T18:52:14+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY is king, maybe even God-Emperor, of obesity at this point", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LLY as dominant leader in obesity space while rivals disappoint.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "$LLY is king, maybe even God-Emperor, of obesity at this point.\n\n$AMGN down on disappointing MariTide data.\n$NVO down on disappointing CagriSema data. \n$HIMS down on $NVO breaking off their deal/calling their operation “illegal”.\n\nAll today. https://t.co/B2VzL2Eghq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010264266906672481, "ret_signed_m1d": -0.010264266906672481, "alpha_spy_m1d": -0.0004833916232178659, "alpha_c_m1d": -0.0004833916232178659, "bench_spy_m1d": -0.009780875283454615, "bench_c_m1d": -0.009780875283454615, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009654335529734936, "ret_signed_p1d": 0.009654335529734936, "alpha_spy_p1d": -0.0013928505097724475, "alpha_c_p1d": -0.0013928505097724475, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.011047186039507384, "ret_p1w": 0.011535894465520835, "ret_signed_p1w": 0.011535894465520835, "alpha_spy_p1w": -0.01795675553369258, "alpha_c_p1w": -0.01795675553369258, "bench_spy_p1w": 0.029492649999213416, "bench_c_p1w": 0.029492649999213416, "ret_p1m": 0.03665777705177664, "ret_signed_p1m": 0.03665777705177664, "alpha_spy_p1m": -0.020094744078852145, "alpha_c_p1m": -0.020094744078852145, "bench_spy_p1m": 0.056752521130628786, "bench_c_p1m": 0.056752521130628786, "ret_p3m": -0.018207971046165894, "ret_signed_p3m": -0.018207971046165894, "alpha_spy_p3m": -0.13241069243692583, "alpha_c_p3m": -0.13241069243692583, "bench_spy_p3m": 0.11420272139075993, "bench_c_p3m": 0.11420272139075993, "ret_p6m": 0.395424884562092, "ret_signed_p6m": 0.395424884562092, "alpha_spy_p6m": 0.25488742382003915, "alpha_c_p6m": 0.25488742382003915, "bench_spy_p6m": 0.14053746074205287, "bench_c_p6m": 0.14053746074205287, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03665777705177664, "alpha_spy_stated": -0.020094744078852145, "alpha_c_stated": -0.020094744078852145, "price_path": [0.0846, 0.12, 0.1038, 0.0706, 0.064, 0.0651, 0.0695, 0.0427, 0.0596, 0.0218, -0.044, -0.0628, -0.0595, -0.024, -0.0664, -0.0516, -0.0231, -0.0195, -0.0483, 0.0877, 0.0593, 0.0716, 0.0741, 0.1133, 0.1455, 0.1361, 0.1463, 0.1641, 0.0283, 0.0666, 0.0638, 0.0038, 0.0058, -0.0269, -0.0488, -0.0216, -0.0339, -0.0734, -0.0504, -0.0172, -0.0202, -0.0307, -0.0593, -0.0719, -0.0739, -0.0589, -0.0665, -0.0624, -0.0428, -0.0305, -0.0258, -0.0062, -0.0064, -0.001, 0.004, 0.0474, 0.0493, 0.0537, 0.0632, 0.0479, 0.0267, 0.0187, -0.0103, 0.0, 0.0097, 0.0281, 0.0318, 0.0062, 0.0115, 0.0068, 0.0112, 0.013, 0.0029, 0.0091, 0.0211, 0.026, 0.029, 0.0372, 0.0014, 0.0249, -0.0119, 0.0014, -0.011, 0.0075, 0.0367, 0.0451, 0.0546, 0.0486, -0.01, -0.0137, -0.0397, -0.0108, -0.0021, -0.0061, -0.0315, -0.1684, -0.1881, -0.1757, -0.1703, -0.1429, -0.1119, -0.0881, -0.0922, -0.0855, -0.0826, -0.0769, -0.0745, -0.0957, -0.0428, -0.0452, -0.0481, -0.0473, -0.0439, -0.0405, -0.0339, -0.0543, -0.0394, -0.0239, -0.0186, -0.0165, -0.0176, -0.027, -0.0055, -0.0115, -0.0078, -0.0221, -0.0182, -0.0286, -0.0352, -0.0707, -0.0578, -0.0552, -0.0077, 0.0734, 0.0662, 0.0922, 0.099, 0.0971, 0.0998, 0.1124, 0.0839, 0.0656, 0.0564, 0.0749, 0.0656, 0.0441, 0.052, 0.0398, 0.0565, 0.0677, 0.0735, 0.0747, 0.0665, 0.058, 0.0982, 0.1221, 0.1659, 0.1793, 0.204, 0.2191, 0.2021, 0.2571, 0.2857, 0.3236, 0.3302, 0.3353, 0.3306, 0.3415, 0.367, 0.3588, 0.3801, 0.3938, 0.4456, 0.4383, 0.4007, 0.3778, 0.3624, 0.3461, 0.3213, 0.3158, 0.2992, 0.2792, 0.2941, 0.3146, 0.3382, 0.3834, 0.3731, 0.3568, 0.3765, 0.3954]}
{"unit_id": "reply:1917685242800005430", "ticker_idx": 0, "ts": "2025-04-30T20:59:25+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hair over $400M for FY25 $BBIO", "tweet_type": "prediction", "timeline": "months", "summary": "BBIO FY25 revenue forecast slightly above $400M.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TTRAmyloid Hair over $400M for FY25 $BBIO", "reply_text": null, "parent_text": "@A_May_MD What is 37 mil on track for in 1 year?", "quoted_text": null, "parent_author": "TTRAmyloid", "ret_m1d": -0.0010416904671315397, "ret_signed_m1d": -0.0010416904671315397, "alpha_spy_m1d": 0.005995528203990408, "alpha_c_m1d": -0.029071566572135277, "bench_spy_m1d": -0.0070372186711219475, "bench_c_m1d": 0.028029876105003737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004427035473702823, "ret_signed_p1d": 0.004427035473702823, "alpha_spy_p1d": -0.010416988564798668, "alpha_c_p1d": -0.00940496190204465, "bench_spy_p1d": 0.014844024038501491, "bench_c_p1d": 0.013831997375747473, "ret_p1w": -0.09244799246597324, "ret_signed_p1w": -0.09244799246597324, "alpha_spy_p1w": -0.10424802626838436, "alpha_c_p1w": -0.07415176519261568, "bench_spy_p1w": 0.011800033802411125, "bench_c_p1w": -0.018296227273357557, "ret_p1m": -0.076562560535965, "ret_signed_p1m": -0.076562560535965, "alpha_spy_p1m": -0.13787293039529702, "alpha_c_p1m": -0.04787412072725539, "bench_spy_p1m": 0.061310369859332026, "bench_c_p1m": -0.02868843980870961, "ret_p3m": 0.23359367316589075, "ret_signed_p3m": 0.23359367316589075, "alpha_spy_p3m": 0.11704683881709976, "alpha_c_p3m": 0.2693372920655097, "bench_spy_p3m": 0.11654683434879098, "bench_c_p3m": -0.03574361889961897, "ret_p6m": 0.6502603232757123, "ret_signed_p6m": 0.6502603232757123, "alpha_spy_p6m": 0.42596869158899975, "alpha_c_p6m": 0.5843064300094067, "bench_spy_p6m": 0.2242916316867125, "bench_c_p6m": 0.06595389326630552, "ret_p1y": 0.7966144563112871, "ret_signed_p1y": 0.7966144563112871, "alpha_spy_p1y": 0.4962027872756809, "alpha_c_p1y": 0.7185175985717314, "bench_spy_p1y": 0.30041166903560623, "bench_c_p1y": 0.07809685773955577, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.076562560535965, "alpha_spy_stated": -0.13787293039529702, "alpha_c_stated": -0.04787412072725539, "price_path": [-0.0633, -0.1091, -0.1919, -0.1411, -0.1266, -0.1484, -0.1706, -0.1729, -0.1896, -0.168, -0.1781, -0.0911, -0.0758, -0.0549, -0.0415, -0.0404, -0.056, -0.1055, -0.1289, -0.1081, -0.0911, -0.1404, -0.1266, -0.0893, -0.1607, -0.1779, -0.1823, -0.1578, -0.1513, -0.1586, -0.1414, -0.1404, -0.1617, -0.1211, -0.1169, -0.0945, -0.0307, -0.0432, -0.0599, -0.0521, -0.0857, -0.0997, -0.1401, -0.0984, -0.1128, -0.1831, -0.2013, -0.2151, -0.1438, -0.1586, -0.1169, -0.0924, -0.1083, -0.1185, -0.118, -0.1273, -0.1099, -0.0826, -0.0635, -0.0546, -0.0654, -0.0516, -0.001, 0.0, 0.0044, -0.0047, -0.038, -0.0672, -0.0924, -0.1102, -0.0708, -0.1339, -0.1234, -0.1214, -0.1188, -0.1227, -0.1221, -0.1448, -0.1414, -0.1318, -0.138, -0.1599, -0.131, -0.1081, -0.0766, -0.0229, -0.0099, -0.0016, 0.0057, 0.0164, 0.044, 0.0169, 0.0326, 0.0359, 0.0714, 0.0435, 0.0417, 0.0867, 0.0983, 0.1576, 0.1557, 0.175, 0.1682, 0.1245, 0.1141, 0.1154, 0.1456, 0.1328, 0.1247, 0.1974, 0.2049, 0.2102, 0.2419, 0.223, 0.2266, 0.2172, 0.2112, 0.1953, 0.1919, 0.2029, 0.1891, 0.2057, 0.2039, 0.2062, 0.188, 0.231, 0.2336, 0.2435, 0.2815, 0.1669, 0.1966, 0.213, 0.2562, 0.2784, 0.312, 0.3328, 0.3365, 0.2766, 0.2737, 0.2729, 0.3081, 0.2781, 0.2315, 0.2727, 0.2914, 0.369, 0.3479, 0.3021, 0.35, 0.3497, 0.3901, 0.4138, 0.3932, 0.3792, 0.3698, 0.3336, 0.3404, 0.3409, 0.3328, 0.3888, 0.3638, 0.3422, 0.3411, 0.319, 0.276, 0.3034, 0.3531, 0.3526, 0.3927, 0.3875, 0.3766, 0.4221, 0.412, 0.4401, 0.4268, 0.4451, 0.4573, 0.4714, 0.4747, 0.4331, 0.4302, 0.465, 0.4156, 0.3865, 0.4013, 0.413, 0.6552, 0.6797, 0.7349, 0.6503]}
{"unit_id": "thread:1914314502071341270", "ticker_idx": 0, "ts": "2025-04-21T13:45:18+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I personally think $XBI/$BBC got to the point where they were fully pricing all of them in (and then some). I just do not believe that *every* worst case scenario will remain true for biotech.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish small-cap biotech (XBI, BBC) and large-cap pharma (XLV, IBB) on expected M&A wave 2H25-1H26, cheap valuations, safe-haven dynamics, and improving FDA environment.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "At some point likely in the not too distant future I expect small cap biotechs to have a huge rally and outperform the broader markers substantially. \n\n10 year charts for context/perspective:\n\n1️⃣ $SPY up ~160%\n2️⃣ $XLV (large cap pharma) up not quite 100%\n3️⃣ $XBI (small-mid cap biotech) essentially flat \n4️⃣ $BBC (small cap, clinical stage biotech) down roughly *50%* over the course of TEN YEARS.\n\nYou could’ve well over doubled your money in $SPY while losing *half* of it in small cap bios over the same time period. \n\nThe sector has been just absolutely left for dead, to the extent that valuations recently got so out of control that I suspect forced selling from fund/pos liquidations sent things down even *lower*.\n\nThere are plenty of negative narratives.  High bond yields, uncertain FDA regulatory bars, concern over possible FDA gridlock, total lack of pharma M&A.  I personally think $XBI/$BBC got to the point where they were fully pricing all of them in (and then some).  \n\nI just do not believe that *every* worst case scenario will remain true for biotech.\n\n---\n\n$XBI $BBC $IBB $XLV\n\nLet’s not forget that healthcare has historically consistently been seen as a safe-haven asset class during economic downturns.  People may put off buying a new car or laptop and cancel the family vacation, but by-in-large they keep taking their medicine.  \n\n$XLV (large cap pharma) wasn’t up as much as $SPY over this historic bull run.  I would suspect that if there is an economic slowdown, that this evens back out in relatively short order.  You’ll still have giants like $LLY and $NVO absolutely printing cash while shooting out dividends…\n\nIt’s also no secret that pharma patent cliffs are looking about as large as they ever have.  “They need to do M&A” has been a rallying cry for biotech that has been said so consistently to no avail over the last few years that it has started to seem false.  But it isn’t.  Even early stage Chinese assets aren’t what pharma needs to fill impending revenue gaps - which *are* real. \n\nIMO pharma played chicken on M&A valuations and won - biotechs are CHEAP now.  The time to buy is coming soon.  Given some idea of what normalcy looks like in a post-trade war world, I think M&A picks up significantly.  *Probably* a lot of biotech M&A 2H25-1H26 IMO. \n\n*If* you could combine this M&A surge with:\n1️⃣ Lower bond yields from a broader economic slowdown and a resolved trade war (on top of the “old” inflation dying out after recent CPI prints have shown this being crushed much faster than expected)\n-and-\n2️⃣ An FDA that “plays ball” with improving efficiency, speeding up processes, *and* allowing us to compete with Chinese drug farms that have stymied small cap biotechs’ opportunities…\n\nThen you’ve got a biotech meltup.\n\nI actually think that the path to the friendly FDA and an uptick in M&A are very clear and at this point frankly quite predictable.  However, the bond yield situation remains troublesome.  Still, when the market is pricing in the worst case scenario for everything at once, you don’t need *everything* to go perfectly in order to trade up.\n\n---\n\n$XBI $BBC $IBB $XLV\n\nAnd then, just a word on pharma tariffs.\n\nAs a blanket construct, I simply do not believe that this is going to happen in any meaningful sense.  Moves to disrupt the supply of life saving medications is clearly a political nightmare.  Why do we think these tariffs weren’t imposed with all the others if the admin is so dead-set on them?  They aren’t.\n\nI think we will continue to see pharma companies committing billions to re-shoring manufacturing in US/Puerto Rico, and the administration will declare this as a victory and back down.  We have already started to see this taking place IMO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005562018734836638, "ret_signed_m1d": 0.005562018734836638, "alpha_spy_m1d": -0.018821013201855363, "alpha_c_m1d": -0.018821013201855363, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028208126812445222, "ret_signed_p1d": 0.028208126812445222, "alpha_spy_p1d": 0.0021903052812919377, "alpha_c_p1d": 0.0021903052812919377, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.0776056111213197, "ret_signed_p1w": 0.0776056111213197, "alpha_spy_p1w": 0.005662643875225859, "alpha_c_p1w": 0.005662643875225859, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.07800283298184718, "ret_signed_p1m": 0.07800283298184718, "alpha_spy_p1m": -0.07567106244666189, "alpha_c_p1m": -0.07567106244666189, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.14868723093466896, "ret_signed_p3m": 0.14868723093466896, "alpha_spy_p3m": -0.07867938535619667, "alpha_c_p3m": -0.07867938535619667, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.4595481710351945, "ret_signed_p6m": 0.4595481710351945, "alpha_spy_p6m": 0.1457176499241808, "alpha_c_p6m": 0.1457176499241808, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 0.8251209716511165, "ret_signed_p1y": 0.8251209716511165, "alpha_spy_p1y": 0.4252550863061988, "alpha_c_p1y": 0.4252550863061988, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.14868723093466896, "alpha_spy_stated": -0.07867938535619667, "alpha_c_stated": -0.07867938535619667, "price_path": [0.1649, 0.1986, 0.2079, 0.2313, 0.2244, 0.2264, 0.2339, 0.226, 0.2387, 0.2272, 0.2106, 0.2259, 0.2541, 0.2365, 0.2082, 0.1963, 0.1792, 0.1914, 0.202, 0.2105, 0.2094, 0.2253, 0.2278, 0.2143, 0.1933, 0.1745, 0.1687, 0.1534, 0.1747, 0.1336, 0.1406, 0.163, 0.1529, 0.1561, 0.142, 0.1411, 0.1541, 0.1385, 0.1538, 0.1692, 0.1411, 0.1582, 0.1467, 0.1537, 0.1763, 0.1532, 0.1267, 0.1327, 0.1177, 0.074, 0.0351, 0.0673, 0.0348, -0.0245, -0.0334, -0.0756, -0.0083, -0.0516, -0.0156, 0.0136, 0.0136, -0.005, 0.0056, 0.0, 0.0282, 0.0475, 0.0712, 0.0628, 0.0776, 0.0844, 0.0985, 0.0926, 0.1058, 0.0946, 0.022, 0.0244, 0.0335, 0.0117, 0.0522, 0.027, 0.0114, 0.0274, 0.0465, 0.0558, 0.078, 0.0506, 0.0495, 0.0467, 0.0502, 0.0432, 0.0656, 0.0487, 0.0759, 0.0905, 0.0923, 0.0934, 0.1159, 0.116, 0.1294, 0.1173, 0.1172, 0.1071, 0.1041, 0.0873, 0.0947, 0.091, 0.0896, 0.1101, 0.1029, 0.1083, 0.0994, 0.0984, 0.1003, 0.123, 0.129, 0.107, 0.1219, 0.1638, 0.1705, 0.1525, 0.1691, 0.1378, 0.1631, 0.1671, 0.1426, 0.1373, 0.1487, 0.1684, 0.1588, 0.1603, 0.1466, 0.1369, 0.1422, 0.1345, 0.1381, 0.1499, 0.1503, 0.1407, 0.13, 0.1315, 0.1279, 0.1512, 0.1856, 0.1863, 0.201, 0.1948, 0.1761, 0.1817, 0.1909, 0.2042, 0.176, 0.1907, 0.1958, 0.1958, 0.19, 0.2301, 0.2403, 0.238, 0.2644, 0.2507, 0.258, 0.2436, 0.2675, 0.2466, 0.2374, 0.2415, 0.2419, 0.2805, 0.2662, 0.289, 0.282, 0.2909, 0.27, 0.2977, 0.3169, 0.3275, 0.3432, 0.3591, 0.3725, 0.373, 0.3736, 0.3969, 0.4112, 0.3909, 0.3946, 0.3926, 0.4357, 0.4296, 0.4282, 0.4595]}
{"unit_id": "thread:1914314502071341270", "ticker_idx": 1, "ts": "2025-04-21T13:45:18+00:00", "symbol": "BBC", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BBC (small cap, clinical stage biotech) down roughly *50%* over the course of TEN YEARS... The time to buy is coming soon.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish small-cap biotech (XBI, BBC) and large-cap pharma (XLV, IBB) on expected M&A wave 2H25-1H26, cheap valuations, safe-haven dynamics, and improving FDA environment.", "resolved_tickers": ["BBC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "At some point likely in the not too distant future I expect small cap biotechs to have a huge rally and outperform the broader markers substantially. \n\n10 year charts for context/perspective:\n\n1️⃣ $SPY up ~160%\n2️⃣ $XLV (large cap pharma) up not quite 100%\n3️⃣ $XBI (small-mid cap biotech) essentially flat \n4️⃣ $BBC (small cap, clinical stage biotech) down roughly *50%* over the course of TEN YEARS.\n\nYou could’ve well over doubled your money in $SPY while losing *half* of it in small cap bios over the same time period. \n\nThe sector has been just absolutely left for dead, to the extent that valuations recently got so out of control that I suspect forced selling from fund/pos liquidations sent things down even *lower*.\n\nThere are plenty of negative narratives.  High bond yields, uncertain FDA regulatory bars, concern over possible FDA gridlock, total lack of pharma M&A.  I personally think $XBI/$BBC got to the point where they were fully pricing all of them in (and then some).  \n\nI just do not believe that *every* worst case scenario will remain true for biotech.\n\n---\n\n$XBI $BBC $IBB $XLV\n\nLet’s not forget that healthcare has historically consistently been seen as a safe-haven asset class during economic downturns.  People may put off buying a new car or laptop and cancel the family vacation, but by-in-large they keep taking their medicine.  \n\n$XLV (large cap pharma) wasn’t up as much as $SPY over this historic bull run.  I would suspect that if there is an economic slowdown, that this evens back out in relatively short order.  You’ll still have giants like $LLY and $NVO absolutely printing cash while shooting out dividends…\n\nIt’s also no secret that pharma patent cliffs are looking about as large as they ever have.  “They need to do M&A” has been a rallying cry for biotech that has been said so consistently to no avail over the last few years that it has started to seem false.  But it isn’t.  Even early stage Chinese assets aren’t what pharma needs to fill impending revenue gaps - which *are* real. \n\nIMO pharma played chicken on M&A valuations and won - biotechs are CHEAP now.  The time to buy is coming soon.  Given some idea of what normalcy looks like in a post-trade war world, I think M&A picks up significantly.  *Probably* a lot of biotech M&A 2H25-1H26 IMO. \n\n*If* you could combine this M&A surge with:\n1️⃣ Lower bond yields from a broader economic slowdown and a resolved trade war (on top of the “old” inflation dying out after recent CPI prints have shown this being crushed much faster than expected)\n-and-\n2️⃣ An FDA that “plays ball” with improving efficiency, speeding up processes, *and* allowing us to compete with Chinese drug farms that have stymied small cap biotechs’ opportunities…\n\nThen you’ve got a biotech meltup.\n\nI actually think that the path to the friendly FDA and an uptick in M&A are very clear and at this point frankly quite predictable.  However, the bond yield situation remains troublesome.  Still, when the market is pricing in the worst case scenario for everything at once, you don’t need *everything* to go perfectly in order to trade up.\n\n---\n\n$XBI $BBC $IBB $XLV\n\nAnd then, just a word on pharma tariffs.\n\nAs a blanket construct, I simply do not believe that this is going to happen in any meaningful sense.  Moves to disrupt the supply of life saving medications is clearly a political nightmare.  Why do we think these tariffs weren’t imposed with all the others if the admin is so dead-set on them?  They aren’t.\n\nI think we will continue to see pharma companies committing billions to re-shoring manufacturing in US/Puerto Rico, and the administration will declare this as a victory and back down.  We have already started to see this taking place IMO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030867751608927407, "ret_signed_m1d": -0.030867751608927407, "alpha_spy_m1d": -0.05525078354561941, "alpha_c_m1d": -0.05525078354561941, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0419336069015368, "ret_signed_p1d": 0.0419336069015368, "alpha_spy_p1d": 0.015915785370383517, "alpha_c_p1d": 0.015915785370383517, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.0809552001285041, "ret_signed_p1w": 0.0809552001285041, "alpha_spy_p1w": 0.009012232882410265, "alpha_c_p1w": 0.009012232882410265, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.09143863009406128, "ret_signed_p1m": 0.09143863009406128, "alpha_spy_p1m": -0.06223526533444779, "alpha_c_p1m": -0.06223526533444779, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.26441465972229516, "ret_signed_p3m": 0.26441465972229516, "alpha_spy_p3m": 0.037048043431429534, "alpha_c_p3m": 0.037048043431429534, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.8294701341532473, "ret_signed_p6m": 0.8294701341532473, "alpha_spy_p6m": 0.5156396130422336, "alpha_c_p6m": 0.5156396130422336, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 1.8043126584767908, "ret_signed_p1y": 1.8043126584767908, "alpha_spy_p1y": 1.404446773131873, "alpha_c_p1y": 1.404446773131873, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.26441465972229516, "alpha_spy_stated": 0.037048043431429534, "alpha_c_stated": 0.037048043431429534, "price_path": [0.2713, 0.3083, 0.3286, 0.3502, 0.3377, 0.3393, 0.3386, 0.3358, 0.3551, 0.3408, 0.3094, 0.3432, 0.3891, 0.368, 0.3125, 0.2806, 0.2411, 0.2611, 0.2741, 0.3006, 0.2864, 0.2933, 0.2899, 0.2666, 0.2203, 0.1888, 0.1892, 0.169, 0.1848, 0.1172, 0.1274, 0.166, 0.1727, 0.1702, 0.1281, 0.1494, 0.1805, 0.1462, 0.1622, 0.173, 0.1409, 0.1634, 0.1637, 0.1386, 0.1666, 0.1275, 0.0909, 0.1107, 0.0868, 0.0215, -0.0373, 0.0047, -0.0448, -0.1077, -0.1241, -0.1765, -0.1101, -0.1357, -0.0856, -0.0448, -0.0402, -0.0553, -0.0309, 0.0, 0.0419, 0.0629, 0.0868, 0.0673, 0.081, 0.0885, 0.1118, 0.1112, 0.1386, 0.1066, -0.0012, -0.0116, 0.0221, 0.0064, 0.0443, 0.0256, 0.0029, 0.0192, 0.0338, 0.051, 0.0914, 0.0542, 0.0621, 0.0536, 0.032, 0.0361, 0.0786, 0.0594, 0.1072, 0.1444, 0.1404, 0.1508, 0.1959, 0.1846, 0.2027, 0.1776, 0.1759, 0.1561, 0.1565, 0.134, 0.1402, 0.1252, 0.1176, 0.1553, 0.1538, 0.1497, 0.1305, 0.1252, 0.1334, 0.1759, 0.1835, 0.1642, 0.1838, 0.2574, 0.2539, 0.2341, 0.2635, 0.2268, 0.2577, 0.274, 0.2583, 0.2603, 0.2644, 0.3063, 0.2979, 0.2944, 0.3046, 0.2729, 0.2889, 0.2615, 0.2493, 0.2658, 0.2801, 0.2557, 0.2242, 0.2251, 0.2263, 0.2665, 0.3116, 0.3145, 0.3366, 0.327, 0.286, 0.2918, 0.3183, 0.3439, 0.3093, 0.3326, 0.3352, 0.332, 0.3221, 0.3512, 0.3692, 0.3687, 0.42, 0.4199, 0.4327, 0.4094, 0.4388, 0.4048, 0.3978, 0.4048, 0.4056, 0.4709, 0.4307, 0.479, 0.4706, 0.5189, 0.4939, 0.5612, 0.5759, 0.5897, 0.5894, 0.6183, 0.6392, 0.6407, 0.631, 0.6878, 0.7263, 0.689, 0.7023, 0.7024, 0.7853, 0.7758, 0.7535, 0.8295]}
{"unit_id": "thread:1914314502071341270", "ticker_idx": 2, "ts": "2025-04-21T13:45:18+00:00", "symbol": "IBB", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$XBI $BBC $IBB $XLV", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish small-cap biotech (XBI, BBC) and large-cap pharma (XLV, IBB) on expected M&A wave 2H25-1H26, cheap valuations, safe-haven dynamics, and improving FDA environment.", "resolved_tickers": ["IBB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "At some point likely in the not too distant future I expect small cap biotechs to have a huge rally and outperform the broader markers substantially. \n\n10 year charts for context/perspective:\n\n1️⃣ $SPY up ~160%\n2️⃣ $XLV (large cap pharma) up not quite 100%\n3️⃣ $XBI (small-mid cap biotech) essentially flat \n4️⃣ $BBC (small cap, clinical stage biotech) down roughly *50%* over the course of TEN YEARS.\n\nYou could’ve well over doubled your money in $SPY while losing *half* of it in small cap bios over the same time period. \n\nThe sector has been just absolutely left for dead, to the extent that valuations recently got so out of control that I suspect forced selling from fund/pos liquidations sent things down even *lower*.\n\nThere are plenty of negative narratives.  High bond yields, uncertain FDA regulatory bars, concern over possible FDA gridlock, total lack of pharma M&A.  I personally think $XBI/$BBC got to the point where they were fully pricing all of them in (and then some).  \n\nI just do not believe that *every* worst case scenario will remain true for biotech.\n\n---\n\n$XBI $BBC $IBB $XLV\n\nLet’s not forget that healthcare has historically consistently been seen as a safe-haven asset class during economic downturns.  People may put off buying a new car or laptop and cancel the family vacation, but by-in-large they keep taking their medicine.  \n\n$XLV (large cap pharma) wasn’t up as much as $SPY over this historic bull run.  I would suspect that if there is an economic slowdown, that this evens back out in relatively short order.  You’ll still have giants like $LLY and $NVO absolutely printing cash while shooting out dividends…\n\nIt’s also no secret that pharma patent cliffs are looking about as large as they ever have.  “They need to do M&A” has been a rallying cry for biotech that has been said so consistently to no avail over the last few years that it has started to seem false.  But it isn’t.  Even early stage Chinese assets aren’t what pharma needs to fill impending revenue gaps - which *are* real. \n\nIMO pharma played chicken on M&A valuations and won - biotechs are CHEAP now.  The time to buy is coming soon.  Given some idea of what normalcy looks like in a post-trade war world, I think M&A picks up significantly.  *Probably* a lot of biotech M&A 2H25-1H26 IMO. \n\n*If* you could combine this M&A surge with:\n1️⃣ Lower bond yields from a broader economic slowdown and a resolved trade war (on top of the “old” inflation dying out after recent CPI prints have shown this being crushed much faster than expected)\n-and-\n2️⃣ An FDA that “plays ball” with improving efficiency, speeding up processes, *and* allowing us to compete with Chinese drug farms that have stymied small cap biotechs’ opportunities…\n\nThen you’ve got a biotech meltup.\n\nI actually think that the path to the friendly FDA and an uptick in M&A are very clear and at this point frankly quite predictable.  However, the bond yield situation remains troublesome.  Still, when the market is pricing in the worst case scenario for everything at once, you don’t need *everything* to go perfectly in order to trade up.\n\n---\n\n$XBI $BBC $IBB $XLV\n\nAnd then, just a word on pharma tariffs.\n\nAs a blanket construct, I simply do not believe that this is going to happen in any meaningful sense.  Moves to disrupt the supply of life saving medications is clearly a political nightmare.  Why do we think these tariffs weren’t imposed with all the others if the admin is so dead-set on them?  They aren’t.\n\nI think we will continue to see pharma companies committing billions to re-shoring manufacturing in US/Puerto Rico, and the administration will declare this as a victory and back down.  We have already started to see this taking place IMO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008955972492463493, "ret_signed_m1d": 0.008955972492463493, "alpha_spy_m1d": -0.015427059444228508, "alpha_c_m1d": -0.015427059444228508, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027209060722845235, "ret_signed_p1d": 0.027209060722845235, "alpha_spy_p1d": 0.0011912391916919507, "alpha_c_p1d": 0.0011912391916919507, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.06294774643212042, "ret_signed_p1w": 0.06294774643212042, "alpha_spy_p1w": -0.008995220813973415, "alpha_c_p1w": -0.008995220813973415, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.0633741591787822, "ret_signed_p1m": 0.0633741591787822, "alpha_spy_p1m": -0.09029973624972687, "alpha_c_p1m": -0.09029973624972687, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.13306034914696574, "ret_signed_p3m": 0.13306034914696574, "alpha_spy_p3m": -0.09430626714389989, "alpha_c_p3m": -0.09430626714389989, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.33557117387201574, "ret_signed_p6m": 0.33557117387201574, "alpha_spy_p6m": 0.02174065276100201, "alpha_c_p6m": 0.02174065276100201, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 0.4907809772941736, "ret_signed_p1y": 0.4907809772941736, "alpha_spy_p1y": 0.09091509194925584, "alpha_c_p1y": 0.09091509194925584, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.13306034914696574, "alpha_spy_stated": -0.09430626714389989, "alpha_c_stated": -0.09430626714389989, "price_path": [0.1304, 0.1598, 0.1615, 0.1782, 0.1701, 0.1792, 0.1774, 0.1717, 0.1834, 0.1817, 0.1747, 0.1829, 0.2129, 0.1978, 0.1732, 0.1603, 0.144, 0.1545, 0.1678, 0.1637, 0.1684, 0.1823, 0.1882, 0.1838, 0.1823, 0.1748, 0.1678, 0.1546, 0.1678, 0.144, 0.145, 0.1657, 0.1608, 0.1671, 0.1576, 0.1419, 0.1441, 0.1346, 0.1436, 0.1598, 0.1437, 0.1478, 0.1322, 0.1394, 0.1541, 0.1342, 0.1186, 0.1223, 0.1113, 0.0909, 0.0614, 0.0815, 0.0559, -0.0007, -0.0088, -0.0445, 0.0119, -0.035, -0.0024, 0.0261, 0.0223, 0.0047, 0.009, 0.0, 0.0272, 0.0406, 0.0594, 0.051, 0.0629, 0.0641, 0.0797, 0.0652, 0.0798, 0.0735, 0.0116, 0.0184, 0.0165, -0.0052, 0.041, 0.0195, -0.0027, 0.0171, 0.0334, 0.045, 0.0634, 0.038, 0.0357, 0.0342, 0.0479, 0.0398, 0.0597, 0.0382, 0.0552, 0.0647, 0.0672, 0.0667, 0.0829, 0.0883, 0.0985, 0.0906, 0.1003, 0.0918, 0.0905, 0.0689, 0.0728, 0.0705, 0.0657, 0.0867, 0.0806, 0.0833, 0.0787, 0.0791, 0.0886, 0.105, 0.1088, 0.0928, 0.1031, 0.1284, 0.14, 0.1224, 0.125, 0.1007, 0.1189, 0.1237, 0.1065, 0.1014, 0.1331, 0.155, 0.1552, 0.1557, 0.1439, 0.1418, 0.1404, 0.1324, 0.1348, 0.1546, 0.1379, 0.1215, 0.1193, 0.1262, 0.1237, 0.143, 0.1694, 0.1708, 0.1836, 0.1803, 0.1761, 0.1807, 0.1836, 0.1928, 0.1691, 0.1811, 0.1821, 0.1789, 0.1789, 0.1976, 0.1972, 0.1971, 0.2207, 0.213, 0.2192, 0.1997, 0.2265, 0.2025, 0.2003, 0.2029, 0.2034, 0.2258, 0.2181, 0.2239, 0.2161, 0.2088, 0.1869, 0.203, 0.2154, 0.2321, 0.2675, 0.2769, 0.2887, 0.2846, 0.2843, 0.2972, 0.2977, 0.2798, 0.2882, 0.2914, 0.3091, 0.3094, 0.3159, 0.3356]}
{"unit_id": "thread:1914314502071341270", "ticker_idx": 3, "ts": "2025-04-21T13:45:18+00:00", "symbol": "XLV", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if there is an economic slowdown, that this evens back out in relatively short order", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish small-cap biotech (XBI, BBC) and large-cap pharma (XLV, IBB) on expected M&A wave 2H25-1H26, cheap valuations, safe-haven dynamics, and improving FDA environment.", "resolved_tickers": ["XLV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "At some point likely in the not too distant future I expect small cap biotechs to have a huge rally and outperform the broader markers substantially. \n\n10 year charts for context/perspective:\n\n1️⃣ $SPY up ~160%\n2️⃣ $XLV (large cap pharma) up not quite 100%\n3️⃣ $XBI (small-mid cap biotech) essentially flat \n4️⃣ $BBC (small cap, clinical stage biotech) down roughly *50%* over the course of TEN YEARS.\n\nYou could’ve well over doubled your money in $SPY while losing *half* of it in small cap bios over the same time period. \n\nThe sector has been just absolutely left for dead, to the extent that valuations recently got so out of control that I suspect forced selling from fund/pos liquidations sent things down even *lower*.\n\nThere are plenty of negative narratives.  High bond yields, uncertain FDA regulatory bars, concern over possible FDA gridlock, total lack of pharma M&A.  I personally think $XBI/$BBC got to the point where they were fully pricing all of them in (and then some).  \n\nI just do not believe that *every* worst case scenario will remain true for biotech.\n\n---\n\n$XBI $BBC $IBB $XLV\n\nLet’s not forget that healthcare has historically consistently been seen as a safe-haven asset class during economic downturns.  People may put off buying a new car or laptop and cancel the family vacation, but by-in-large they keep taking their medicine.  \n\n$XLV (large cap pharma) wasn’t up as much as $SPY over this historic bull run.  I would suspect that if there is an economic slowdown, that this evens back out in relatively short order.  You’ll still have giants like $LLY and $NVO absolutely printing cash while shooting out dividends…\n\nIt’s also no secret that pharma patent cliffs are looking about as large as they ever have.  “They need to do M&A” has been a rallying cry for biotech that has been said so consistently to no avail over the last few years that it has started to seem false.  But it isn’t.  Even early stage Chinese assets aren’t what pharma needs to fill impending revenue gaps - which *are* real. \n\nIMO pharma played chicken on M&A valuations and won - biotechs are CHEAP now.  The time to buy is coming soon.  Given some idea of what normalcy looks like in a post-trade war world, I think M&A picks up significantly.  *Probably* a lot of biotech M&A 2H25-1H26 IMO. \n\n*If* you could combine this M&A surge with:\n1️⃣ Lower bond yields from a broader economic slowdown and a resolved trade war (on top of the “old” inflation dying out after recent CPI prints have shown this being crushed much faster than expected)\n-and-\n2️⃣ An FDA that “plays ball” with improving efficiency, speeding up processes, *and* allowing us to compete with Chinese drug farms that have stymied small cap biotechs’ opportunities…\n\nThen you’ve got a biotech meltup.\n\nI actually think that the path to the friendly FDA and an uptick in M&A are very clear and at this point frankly quite predictable.  However, the bond yield situation remains troublesome.  Still, when the market is pricing in the worst case scenario for everything at once, you don’t need *everything* to go perfectly in order to trade up.\n\n---\n\n$XBI $BBC $IBB $XLV\n\nAnd then, just a word on pharma tariffs.\n\nAs a blanket construct, I simply do not believe that this is going to happen in any meaningful sense.  Moves to disrupt the supply of life saving medications is clearly a political nightmare.  Why do we think these tariffs weren’t imposed with all the others if the admin is so dead-set on them?  They aren’t.\n\nI think we will continue to see pharma companies committing billions to re-shoring manufacturing in US/Puerto Rico, and the administration will declare this as a victory and back down.  We have already started to see this taking place IMO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.022026093162552884, "ret_signed_m1d": 0.022026093162552884, "alpha_spy_m1d": -0.002356938774139117, "alpha_c_m1d": -0.002356938774139117, "bench_spy_m1d": 0.024383031936692, "bench_c_m1d": 0.024383031936692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018782489342628716, "ret_signed_p1d": 0.018782489342628716, "alpha_spy_p1d": -0.007235332188524568, "alpha_c_p1d": -0.007235332188524568, "bench_spy_p1d": 0.026017821531153285, "bench_c_p1d": 0.026017821531153285, "ret_p1w": 0.04548554829053275, "ret_signed_p1w": 0.04548554829053275, "alpha_spy_p1w": -0.026457418955561085, "alpha_c_p1w": -0.026457418955561085, "bench_spy_p1w": 0.07194296724609384, "bench_c_p1w": 0.07194296724609384, "ret_p1m": 0.01606689225569813, "ret_signed_p1m": 0.01606689225569813, "alpha_spy_p1m": -0.13760700317281094, "alpha_c_p1m": -0.13760700317281094, "bench_spy_p1m": 0.15367389542850907, "bench_c_p1m": 0.15367389542850907, "ret_p3m": 0.012049847022145066, "ret_signed_p3m": 0.012049847022145066, "alpha_spy_p3m": -0.21531676926872056, "alpha_c_p3m": -0.21531676926872056, "bench_spy_p3m": 0.22736661629086563, "bench_c_p3m": 0.22736661629086563, "ret_p6m": 0.10241010998753963, "ret_signed_p6m": 0.10241010998753963, "alpha_spy_p6m": -0.2114204111234741, "alpha_c_p6m": -0.2114204111234741, "bench_spy_p6m": 0.3138305211110137, "bench_c_p6m": 0.3138305211110137, "ret_p1y": 0.12386356127947495, "ret_signed_p1y": 0.12386356127947495, "alpha_spy_p1y": -0.2760023240654428, "alpha_c_p1y": -0.2760023240654428, "bench_spy_p1y": 0.39986588534491774, "bench_c_p1y": 0.39986588534491774, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.012049847022145066, "alpha_spy_stated": -0.21531676926872056, "alpha_c_stated": -0.21531676926872056, "price_path": [0.0533, 0.0708, 0.0684, 0.0826, 0.0844, 0.1087, 0.101, 0.0945, 0.1071, 0.1036, 0.1079, 0.1049, 0.1155, 0.1055, 0.1003, 0.0993, 0.0973, 0.0957, 0.1, 0.088, 0.0859, 0.1001, 0.1062, 0.1003, 0.1092, 0.1188, 0.1107, 0.1062, 0.1191, 0.124, 0.1135, 0.1247, 0.1216, 0.1217, 0.1096, 0.0975, 0.0865, 0.0808, 0.089, 0.1028, 0.1034, 0.104, 0.1046, 0.1016, 0.11, 0.0958, 0.0918, 0.0935, 0.0901, 0.1014, 0.0812, 0.0885, 0.0797, 0.0204, 0.0143, 0.0031, 0.0467, 0.0175, 0.0324, 0.045, 0.0386, 0.0281, 0.022, 0.0, 0.0188, 0.0238, 0.0364, 0.0413, 0.0455, 0.0506, 0.0596, 0.0307, 0.045, 0.042, 0.0133, 0.021, 0.0118, 0.0008, 0.0256, -0.0053, -0.0287, -0.0159, 0.0039, 0.0136, 0.0161, -0.0075, -0.0152, -0.0168, -0.0031, -0.0082, -0.0016, 0.0005, 0.0011, 0.0035, 0.0054, 0.0041, 0.0137, 0.0119, 0.0235, 0.024, 0.032, 0.0269, 0.0237, 0.0068, 0.0051, 0.0002, 0.0017, 0.0139, 0.0149, 0.0173, 0.0151, 0.0216, 0.0362, 0.0259, 0.027, 0.0183, 0.023, 0.0269, 0.0332, 0.0246, 0.0234, 0.005, 0.0175, 0.0059, -0.0008, -0.0064, 0.012, 0.0328, 0.029, 0.0344, 0.0254, 0.0189, 0.0171, -0.0114, -0.0061, 0.0081, 0.0042, -0.0108, -0.0222, -0.0135, -0.0125, -0.0057, 0.0102, 0.0153, 0.0324, 0.0299, 0.0365, 0.0421, 0.0387, 0.0472, 0.0323, 0.0387, 0.0381, 0.034, 0.0416, 0.0426, 0.0377, 0.0416, 0.0452, 0.0448, 0.0504, 0.0409, 0.059, 0.0468, 0.0378, 0.0378, 0.0399, 0.0419, 0.0405, 0.0403, 0.0426, 0.0385, 0.0212, 0.0317, 0.0347, 0.0596, 0.0924, 0.0902, 0.1026, 0.0973, 0.0981, 0.1003, 0.0978, 0.082, 0.0808, 0.0838, 0.0854, 0.0836, 0.0908, 0.1024]}
{"unit_id": "quote:1955735156498571648", "ticker_idx": 0, "ts": "2025-08-13T20:56:11+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Even a few $HIMS bulls out there are wising up to the clear growth deceleration and what it means for the company. If there was some magic new vertical that would come in and immediately save $HIMS' stalling growth, they'd have launched it by now. Keep ignoring the data at your own peril.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: growth deceleration is real, no new vertical to rescue stalling momentum, bulls in denial.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "Even a few $HIMS bulls out there are wising up to the clear growth deceleration and what it means for the company.\n\nIf there was some magic new vertical that would come in and immediately save $HIMS’ stalling growth, they’d have launched it by now.  \n\nKeep ignoring the data at your own peril.  Just because it doesn’t make you feel good about your long position doesn’t mean it isn’t real. \n\n📉", "reply_text": null, "parent_text": null, "quoted_text": "If this data from Morgan Stanley Research proves accurate, it’s not a great look for $HIMS.\n\nMonthly app downloads are now falling below the levels seen prior to compounded GLP-1 launch.\n\nIn July, app downloads fell 3% MoM and 20% YoY.\n\n$HIMS seriously needs to introduce new https://t.co/aCQQu7c85S", "parent_author": null, "ret_m1d": 0.02546150510807621, "ret_signed_m1d": -0.02546150510807621, "alpha_spy_m1d": -0.025554414344077125, "alpha_c_m1d": -0.025554414344077125, "bench_spy_m1d": -9.290923600091539e-05, "bench_c_m1d": -9.290923600091539e-05, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02355189020147319, "ret_signed_p1d": 0.02355189020147319, "alpha_spy_p1d": 0.02121059659106428, "alpha_c_p1d": 0.02121059659106428, "bench_spy_p1d": -0.002341293610408912, "bench_c_p1d": -0.002341293610408912, "ret_p1w": -0.06726080865266881, "ret_signed_p1w": 0.06726080865266881, "alpha_spy_p1w": 0.05268601910978987, "alpha_c_p1w": 0.05268601910978987, "bench_spy_p1w": -0.014574789542878941, "bench_c_p1w": -0.014574789542878941, "ret_p1m": 0.14491826568147714, "ret_signed_p1m": -0.14491826568147714, "alpha_spy_p1m": -0.12017216337223768, "alpha_c_p1m": -0.12017216337223768, "bench_spy_p1m": 0.02474610230923946, "bench_c_p1m": 0.02474610230923946, "ret_p3m": -0.17207724223537535, "ret_signed_p3m": 0.17207724223537535, "alpha_spy_p3m": 0.2346009479647464, "alpha_c_p3m": 0.2346009479647464, "bench_spy_p3m": 0.06252370572937105, "bench_c_p3m": 0.06252370572937105, "ret_p6m": -0.6541481250233208, "ret_signed_p6m": 0.6541481250233208, "alpha_spy_p6m": 0.717269569163915, "alpha_c_p6m": 0.717269569163915, "bench_spy_p6m": 0.06312144414059428, "bench_c_p6m": 0.06312144414059428, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14491826568147714, "alpha_spy_stated": -0.12017216337223768, "alpha_c_stated": -0.12017216337223768, "price_path": [0.2968, 0.2429, 0.3717, 0.3227, 0.2987, 0.2306, 0.1356, 0.1634, 0.1322, 0.1318, 0.1118, 0.2001, 0.2045, 0.1613, 0.1375, 0.1197, 0.1952, 0.2065, 0.1723, 0.2213, 0.2126, 0.1772, 0.2684, 0.2569, 0.2958, 0.3626, -0.1093, -0.0887, -0.1214, -0.018, 0.0484, 0.0577, 0.0176, 0.007, 0.018, 0.0274, 0.0388, 0.0872, 0.0666, 0.0161, 0.104, 0.0707, 0.1001, 0.0607, 0.069, 0.01, 0.0611, 0.2311, 0.2162, 0.2232, 0.2451, 0.2788, 0.3904, 0.4042, 0.3272, 0.3442, 0.178, 0.0849, 0.0832, 0.1021, 0.0605, 0.0176, 0.0255, 0.0, -0.0236, -0.0431, -0.105, -0.0796, -0.0673, -0.0543, -0.0878, -0.0378, -0.0662, -0.0639, -0.1014, -0.1188, -0.0567, 0.0208, 0.0272, 0.0533, 0.014, 0.0138, 0.0982, 0.1776, 0.1449, 0.0798, 0.0683, 0.1924, 0.2268, 0.2243, 0.1882, 0.1299, 0.1642, 0.2391, 0.2544, 0.2035, 0.1948, 0.2279, 0.1148, 0.1619, 0.23, 0.2342, 0.2359, 0.1447, 0.1613, 0.1462, 0.3316, 0.255, 0.0562, 0.0898, 0.0473, 0.007, 0.0289, 0.035, 0.0233, -0.0002, -0.0106, -0.0651, -0.0354, -0.0581, -0.0921, -0.0721, -0.119, -0.1294, -0.129, -0.1566, -0.1721, -0.2351, -0.2154, -0.2451, -0.2306, -0.2398, -0.2867, -0.2635, -0.1984, -0.213, -0.1852, -0.1564, -0.2041, -0.2296, -0.2135, -0.1509, -0.1683, -0.17, -0.1551, -0.1963, -0.1986, -0.2105, -0.2309, -0.2179, -0.258, -0.2623, -0.2455, -0.2563, -0.2616, -0.2644, -0.272, -0.2765, -0.299, -0.3111, -0.2911, -0.2635, -0.2476, -0.2476, -0.2813, -0.3276, -0.3138, -0.3168, -0.3355, -0.3374, -0.3342, -0.3535, -0.387, -0.3524, -0.3715, -0.3575, -0.3703, -0.3917, -0.3662, -0.4252, -0.439, -0.4581, -0.4823, -0.5018, -0.5116, -0.5899, -0.6342, -0.6459, -0.6648, -0.6541]}
{"unit_id": "orig:1947750241081384988", "ticker_idx": 0, "ts": "2025-07-22T20:06:59+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Black swan level upside incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX on 16.4% clinical remission delta; expects black-swan-level upside.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ABVX 16.4% clinical remission delta.  Black swan level upside incoming.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.8542274020053742, "ret_signed_m1d": -0.8542274020053742, "alpha_spy_m1d": -0.845791692254741, "alpha_c_m1d": -0.834120314842449, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.020107087162925197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01690967475089633, "ret_signed_p1d": 0.01690967475089633, "alpha_spy_p1d": 0.016578645099805778, "alpha_c_p1d": 0.020652303490745982, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0037426287398496516, "ret_p1w": 0.032580184549052094, "ret_signed_p1w": 0.032580184549052094, "alpha_spy_p1w": 0.03218610163108693, "alpha_c_p1w": 0.04784391651989239, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.0152637319708403, "ret_p1m": 0.08498545132262669, "ret_signed_p1m": 0.08498545132262669, "alpha_spy_p1m": 0.08287268036021289, "alpha_c_p1m": 0.07933504041046202, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.005650410912164672, "ret_p3m": 0.33629737912497526, "ret_signed_p3m": 0.33629737912497526, "alpha_spy_p3m": 0.2748965359821396, "alpha_c_p3m": 0.2664087357998195, "bench_spy_p3m": 0.06140084314283567, "bench_c_p3m": 0.06988864332515576, "ret_p6m": 0.8021865889699193, "ret_signed_p6m": 0.8021865889699193, "alpha_spy_p6m": 0.7095963695241168, "alpha_c_p6m": 0.6303142333109557, "bench_spy_p6m": 0.09259021944580259, "bench_c_p6m": 0.17187235565896364, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08498545132262669, "alpha_spy_stated": 0.08287268036021289, "alpha_c_stated": 0.07933504041046202, "price_path": [-0.9052, -0.9014, -0.899, -0.9003, -0.8942, -0.8962, -0.8962, -0.8993, -0.8952, -0.8962, -0.9016, -0.9034, -0.9001, -0.9022, -0.9067, -0.912, -0.9111, -0.9127, -0.9124, -0.9143, -0.9155, -0.9152, -0.9118, -0.9173, -0.9171, -0.9172, -0.9123, -0.9122, -0.9074, -0.8872, -0.8825, -0.8812, -0.8806, -0.8863, -0.8853, -0.8918, -0.8977, -0.8983, -0.902, -0.9117, -0.9118, -0.913, -0.9109, -0.9031, -0.8972, -0.8953, -0.8921, -0.8885, -0.8883, -0.8869, -0.884, -0.8841, -0.887, -0.8789, -0.879, -0.8794, -0.8713, -0.871, -0.856, -0.8493, -0.855, -0.8522, -0.8542, 0.0, 0.0169, -0.0308, -0.0296, 0.0175, 0.0326, 0.0462, 0.0488, 0.0506, 0.0337, 0.0071, 0.0207, 0.0223, 0.0058, 0.0483, 0.0188, 0.014, 0.0268, 0.0206, 0.0052, 0.048, 0.085, 0.1265, 0.1292, 0.1618, 0.1579, 0.1901, 0.1812, 0.1952, 0.2194, 0.2471, 0.2832, 0.312, 0.301, 0.2774, 0.2531, 0.2246, 0.2517, 0.1994, 0.1808, 0.2144, 0.1997, 0.1984, 0.1956, 0.2034, 0.1953, 0.2076, 0.2147, 0.2376, 0.2012, 0.208, 0.2233, 0.2634, 0.2684, 0.2611, 0.3208, 0.3669, 0.394, 0.4259, 0.3937, 0.3544, 0.3517, 0.3337, 0.3363, 0.3223, 0.3188, 0.323, 0.3825, 0.3738, 0.4423, 0.5203, 0.493, 0.441, 0.4379, 0.452, 0.5146, 0.5345, 0.5469, 0.5898, 0.5077, 0.4708, 0.6092, 0.6563, 0.6593, 0.6465, 0.7915, 0.7364, 0.8325, 0.8692, 0.8321, 0.8197, 0.7481, 0.6739, 0.6171, 0.6128, 0.6692, 0.6771, 0.7936, 0.859, 0.9401, 0.8301, 0.7188, 0.6178, 0.6155, 0.6561, 0.6755, 1.0222, 1.0168, 1.1182, 1.0745, 1.0466, 1.0166, 0.9658, 0.95, 0.7964, 0.7362, 0.8437, 0.6835, 0.6676, 0.7201, 0.744, 0.8223, 0.7026, 0.707, 0.7324, 0.7494, 0.8022]}
{"unit_id": "reply:1953180397468066201", "ticker_idx": 0, "ts": "2025-08-06T19:44:29+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $ABVX takes a ton of meetings at JPM26 and goes to the highest bidder within 3 months after", "tweet_type": "prediction", "timeline": "months", "summary": "Expects ABVX to be acquired within 3 months after JPM26; pharma unlikely to wait for maintenance readout, which would only drive up the price.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Well it’s generally a crapshoot who gets bought out and who doesn’t - predicting WHEN a buyout would occur on top of predicting WHO will get bought is a fools errand.  But, just for fun and not to be taken too seriously…\n\nI think $ABVX takes a ton of meetings at JPM26 and goes to the highest bidder within 3 months after.  Makes no sense for pharma to let this get to the maintenance readout IMO, as it will almost certainly be positive and drive up the market’s asking price further.", "reply_text": null, "parent_text": "@A_May_MD Your pre-readout call was amazing.  Any ballpark on what the typical time frame is between great P3 results and a buyout?  I would think big pharma should move pretty quick (&lt; 6 months).  But I'm also brand new to biotech.", "quoted_text": null, "parent_author": "IntrovertCap1", "ret_m1d": 0.02634255928047602, "ret_signed_m1d": 0.02634255928047602, "alpha_spy_m1d": 0.03394399530666403, "alpha_c_m1d": 0.01109446823796123, "bench_spy_m1d": -0.007601436026188013, "bench_c_m1d": 0.015248091042514789, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013460708560868007, "ret_signed_p1d": 0.013460708560868007, "alpha_spy_p1d": 0.014298344992523138, "alpha_c_p1d": 0.024954011220759464, "bench_spy_p1d": -0.000837636431655131, "bench_c_p1d": -0.011493302659891458, "ret_p1w": 0.011579144509507922, "ret_signed_p1w": 0.011579144509507922, "alpha_spy_p1w": -0.007558736552165213, "alpha_c_p1w": -0.00972199276393515, "bench_spy_p1w": 0.019137881061673134, "bench_c_p1w": 0.02130113727344307, "ret_p1m": 0.27413523585641153, "ret_signed_p1m": 0.27413523585641153, "alpha_spy_p1m": 0.25128382352863454, "alpha_c_p1m": 0.21751116048918773, "bench_spy_p1m": 0.022851412327776988, "bench_c_p1m": 0.0566240753672238, "ret_p3m": 0.42770306293317706, "ret_signed_p3m": 0.42770306293317706, "alpha_spy_p3m": 0.35764392808317136, "alpha_c_p3m": 0.3108261401186361, "bench_spy_p3m": 0.0700591348500057, "bench_c_p3m": 0.11687692281454098, "ret_p6m": 0.6024027348769248, "ret_signed_p6m": 0.6024027348769248, "alpha_spy_p6m": 0.5253988928085978, "alpha_c_p6m": 0.4054790486442532, "bench_spy_p6m": 0.077003842068327, "bench_c_p6m": 0.19692368623267154, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27413523585641153, "alpha_spy_stated": 0.25128382352863454, "alpha_c_stated": 0.21751116048918773, "price_path": [-0.9023, -0.9041, -0.9009, -0.9029, -0.9074, -0.9126, -0.9117, -0.9133, -0.913, -0.9149, -0.9161, -0.9158, -0.9124, -0.9179, -0.9176, -0.9178, -0.9129, -0.9129, -0.9081, -0.888, -0.8833, -0.882, -0.8815, -0.8871, -0.8861, -0.8926, -0.8984, -0.899, -0.9027, -0.9123, -0.9124, -0.9136, -0.9116, -0.9037, -0.898, -0.8961, -0.8929, -0.8893, -0.8891, -0.8877, -0.8848, -0.8849, -0.8878, -0.8797, -0.8799, -0.8803, -0.8722, -0.8719, -0.857, -0.8503, -0.856, -0.8532, -0.8553, -0.0071, 0.0097, -0.0376, -0.0365, 0.0103, 0.0253, 0.0388, 0.0413, 0.0431, 0.0263, 0.0, 0.0135, 0.0151, -0.0013, 0.0408, 0.0116, 0.0068, 0.0195, 0.0133, -0.0019, 0.0405, 0.0773, 0.1185, 0.1211, 0.1536, 0.1497, 0.1816, 0.1728, 0.1867, 0.2107, 0.2382, 0.2741, 0.3026, 0.2918, 0.2683, 0.2442, 0.216, 0.2429, 0.1909, 0.1724, 0.2058, 0.1912, 0.1899, 0.1871, 0.1948, 0.1869, 0.199, 0.2061, 0.2288, 0.1926, 0.1995, 0.2146, 0.2545, 0.2594, 0.2521, 0.3115, 0.3572, 0.3841, 0.4158, 0.3838, 0.3448, 0.3422, 0.3242, 0.3268, 0.3129, 0.3095, 0.3136, 0.3727, 0.3641, 0.432, 0.5095, 0.4824, 0.4307, 0.4277, 0.4417, 0.5038, 0.5237, 0.536, 0.5785, 0.497, 0.4604, 0.5978, 0.6445, 0.6476, 0.6348, 0.7788, 0.7241, 0.8195, 0.856, 0.8191, 0.8068, 0.7357, 0.662, 0.6056, 0.6014, 0.6574, 0.6652, 0.7809, 0.8459, 0.9263, 0.8171, 0.7066, 0.6063, 0.604, 0.6444, 0.6636, 1.0078, 1.0025, 1.1032, 1.0598, 1.0321, 1.0023, 0.9519, 0.9362, 0.7836, 0.7238, 0.8307, 0.6716, 0.6558, 0.7079, 0.7317, 0.8094, 0.6905, 0.6949, 0.7201, 0.737, 0.7894, 0.7675, 0.7496, 0.7208, 0.6497, 0.6434, 0.6088, 0.6133, 0.6402, 0.6438, 0.6024]}
{"unit_id": "thread:2000975597183365489", "ticker_idx": 0, "ts": "2025-12-16T17:05:33+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe NKTR should trade up substantially from here", "tweet_type": "analysis", "timeline": "months", "summary": "Long NKTR: FDA 1-P3-trial rule cuts financing overhang, biotech funding eased, OX40-like atopic derm + alopecia opportunity; expects substantial upside from here.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The other recent tailwind for $NKTR that I haven’t seen people discussing is the recent news about the FDA only requiring 1 instead of 2 Phase 3 trials.  \n\nThis is especially impactful for $NKTR because right now basically the only real knock on the company I’ve got left is that they don’t actively enough cash on hand to complete the entire P3 program.  \n\nRequiring 1 trial instead of 2 would lead to *major* cost saving for $NKTR, making them unexpectedly a lot closer to having all the financing that they need.  Atopic derm studies are large and very expensive.  As far as I can tell, this news didn’t impact Nektar’s stock at all, but IMO it very clearly should have. \n\nMaybe they raise now.  Maybe they wait until maintenance data in early 2026.  Either way, the recent biotech bull market has brought back significant ease of funding that wasn’t available when Nektar first hit on atopic derm this summer. \n\nAt this point with the new “1 P3 trial” rule, $NKTR may be able to run P3 programs in *both* atopic derm and alopecia areata for roughly the same price that it would have cost them to run just one or the other a few weeks ago. \n\nThat’s a huge reduction in financing overhang coupled with the recent surge in biotech financings.  \n\nOnce that is all cleared up and these trials get going, I believe NKTR should trade up substantially from here.  \n\nI’m a broken record here but again, OX40 was clearly worth well over $10B between $AMGN and $SNY before it flopped and $NKTR looks like they have what could be what people thought OX40 was in atopic.   Then, on top of that you now have a clear opportunity at a safe effective drug in AA…\n\nPeople clearly have a hard time seeing through the company’s history, management team, etc etc.  But there’s serious value here.  If you’re a mid sized pharma you have to take a serious look at  bolting on $NKTR here IMO.  You’ve got a chance at paying a few billion $ for a drug that could easily do a multi-billion peak sales if developed properly.  Rare opportunity if executed well.\n\n---\n\nAnd one last $NKTR point before this becomes perseveration/beating of dead horses.\n\nThe market got the initial reaction to the atopic dermatitis readout blatantly wrong too.  The stock traded as low as the *teens* that day and settled in the low $20s, only to eventually rally and reach the mid $60s several times since then.\n\nI expect history to repeat itself here.  Maybe it will, maybe it won’t, but we’ve seen this story before.\n\n---\n\nHm.  Didn’t take long to get blocked by the “if the longs are right it won’t be because they’re right it’ll be because they got lucky” pontificating dude who is also currently taking a victory lap on having supposedly predicted the trial outcome even though what actually happened was a scenario he publicly said had a <10% chance of happening 🤷🏻‍♂️ \n\nWon’t go far in biotech investing if you can’t handle even the slightest bit of polite pushback.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08421479663341325, "ret_signed_m1d": 0.08421479663341325, "alpha_spy_m1d": 0.08147493500077707, "alpha_c_m1d": 0.07103902672357565, "bench_spy_m1d": 0.0027398616326361758, "bench_c_m1d": 0.013175769909837598, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07587468579767875, "ret_signed_p1d": -0.07587468579767875, "alpha_spy_p1d": -0.06487109181427853, "alpha_c_p1d": -0.07405727623647462, "bench_spy_p1d": -0.011003593983400228, "bench_c_p1d": -0.0018174095612041308, "ret_p1w": -0.09560619970561024, "ret_signed_p1w": -0.09560619970561024, "alpha_spy_p1w": -0.11199052512981111, "alpha_c_p1w": -0.10586131115751762, "bench_spy_p1w": 0.016384325424200874, "bench_c_p1w": 0.010255111451907384, "ret_p1m": -0.23352318099815172, "ret_signed_p1m": -0.23352318099815172, "alpha_spy_p1m": -0.25537381321324615, "alpha_c_p1m": -0.24866696238249686, "bench_spy_p1m": 0.021850632215094423, "bench_c_p1m": 0.015143781384345134, "ret_p3m": 0.5223758456099825, "ret_signed_p3m": 0.5223758456099825, "alpha_spy_p3m": 0.5475947381090311, "alpha_c_p3m": 0.5667431892429021, "bench_spy_p3m": -0.02521889249904863, "bench_c_p3m": -0.04436734363291961, "ret_p6m": 0.23921884373545765, "ret_signed_p6m": 0.23921884373545765, "alpha_spy_p6m": 0.13013075968595955, "alpha_c_p6m": 0.261397172579529, "bench_spy_p6m": 0.1090880840494981, "bench_c_p6m": -0.022178328844071338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23352318099815172, "alpha_spy_stated": -0.25537381321324615, "alpha_c_stated": -0.24866696238249686, "price_path": [0.0389, 0.1953, 0.1216, 0.1979, 0.2124, 0.2272, 0.1314, 0.19, 0.1985, 0.1574, 0.1971, 0.2307, 0.2317, 0.2191, 0.1798, 0.1505, 0.1318, 0.1054, 0.1676, 0.1611, 0.1572, 0.118, 0.1751, 0.2813, 0.2079, 0.2567, 0.2945, 0.2225, 0.2728, 0.2392, 0.213, 0.2775, 0.3208, 0.2189, 0.1395, 0.1037, 0.1212, 0.1385, 0.1792, 0.2055, 0.1731, 0.0974, 0.153, 0.212, 0.2036, 0.2276, 0.121, 0.1041, 0.1928, 0.2276, 0.3362, 0.3265, 0.2431, 0.1157, 0.1621, 0.1735, 0.1574, 0.1652, 0.1957, 0.1745, 0.0399, 0.1127, 0.0842, 0.0, -0.0759, -0.105, -0.0472, -0.1155, -0.0956, -0.1062, -0.095, -0.1308, -0.1477, -0.14, -0.1168, -0.0954, -0.1259, -0.1149, -0.157, -0.1922, -0.2114, -0.2559, -0.2659, -0.2807, -0.2335, -0.263, -0.249, -0.2569, -0.2451, -0.2437, -0.2264, -0.2695, -0.2834, -0.2406, -0.2246, -0.2095, -0.2343, -0.2856, -0.2512, -0.2459, 0.1391, 0.3497, 0.4443, 0.451, 0.5016, 0.4886, 0.5024, 0.4998, 0.4976, 0.3918, 0.4314, 0.3405, 0.4032, 0.3906, 0.3855, 0.4465, 0.4738, 0.4382, 0.4066, 0.466, 0.4917, 0.4312, 0.49, 0.4689, 0.5269, 0.4886, 0.5224, 0.4691, 0.5122, 0.4841, 0.4662, 0.4437, 0.3967, 0.3273, 0.4636, 0.5401, 0.5661, 0.5199, 0.5509, 0.5273, 0.5836, 0.5765, 0.6365, 0.653, 0.6928, 0.7085, 0.7262, 1.0413, 0.9967, 0.8959, 0.8564, 0.8649, 0.7644, 0.7048, 0.6924, 0.7299, 0.7587, 0.7675, 0.712, 0.7309, 0.6959, 0.6658, 0.6013, 0.5954, 0.545, 0.512, 0.4365, 0.392, 0.3747, 0.4135, 0.395, 0.355, 0.3336, 0.3303, 0.3224, 0.3198, 0.299, 0.1912, 0.2048, 0.2065, 0.166, 0.1517, 0.1438, 0.155, 0.2044, 0.2079, 0.2439, 0.226, 0.2392, 0.2392]}
{"unit_id": "reply:1982894549325492378", "ticker_idx": 0, "ts": "2025-10-27T19:37:55+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of the many reasons I am long $QURE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long QURE on gene therapy brain opportunity thesis.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AB1001_disciple @venkmurthy Yes.  One of the many reasons I am long $QURE", "reply_text": null, "parent_text": "@A_May_MD @venkmurthy Adam, the 21st century in gene therapy is going to be owned by the brain. There's a tail of thousands of candidates that can safely be targeted with stereotaxis.", "quoted_text": null, "parent_author": "AB1001_disciple", "ret_m1d": -0.10173733854091194, "ret_signed_m1d": -0.10173733854091194, "alpha_spy_m1d": -0.09007714726358962, "alpha_c_m1d": -0.09941444925643583, "bench_spy_m1d": -0.011660191277322318, "bench_c_m1d": -0.002322889284476104, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030624291624402833, "ret_signed_p1d": 0.030624291624402833, "alpha_spy_p1d": 0.027968365653006977, "alpha_c_p1d": 0.03690966399205953, "bench_spy_p1d": 0.002655925971395856, "bench_c_p1d": -0.006285372367656694, "ret_p1w": -0.4951413156662072, "ret_signed_p1w": -0.4951413156662072, "alpha_spy_p1w": -0.4923684581824602, "alpha_c_p1w": -0.4820238294198941, "bench_spy_p1w": -0.0027728574837470044, "bench_c_p1w": -0.013117486246313148, "ret_p1m": -0.5883392249963774, "ret_signed_p1m": -0.5883392249963774, "alpha_spy_p1m": -0.5734247991952146, "alpha_c_p1m": -0.6730560915252216, "bench_spy_p1m": -0.014914425801162756, "bench_c_p1m": 0.08471686652884425, "ret_p3m": -0.6610718333574841, "ret_signed_p3m": -0.6610718333574841, "alpha_spy_p3m": -0.6789266107057845, "alpha_c_p3m": -0.7198073877024971, "bench_spy_p3m": 0.017854777348300432, "bench_c_p3m": 0.058735554345012986, "ret_p6m": -0.7536808010415157, "ret_signed_p6m": -0.7536808010415157, "alpha_spy_p6m": -0.7980326901724801, "alpha_c_p6m": -0.737748452760971, "bench_spy_p6m": 0.04435188913096444, "bench_c_p6m": -0.015932348280544684, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5883392249963774, "alpha_spy_stated": -0.5734247991952146, "alpha_c_stated": -0.6730560915252216, "price_path": [-0.7986, -0.7871, -0.7951, -0.7984, -0.7973, -0.7939, -0.8014, -0.802, -0.8045, -0.7921, -0.7895, -0.785, -0.7677, -0.7618, -0.7694, -0.7743, -0.7721, -0.7711, -0.7688, -0.7711, -0.7675, -0.7681, -0.7606, -0.7596, -0.7496, -0.7441, -0.739, -0.7357, -0.7434, -0.7425, -0.7426, -0.7506, -0.7573, -0.7816, -0.787, -0.7915, -0.783, -0.7958, -0.7964, -0.7989, -0.3006, -0.2248, -0.2004, -0.1254, -0.1406, -0.1904, -0.1976, -0.1914, -0.221, -0.1472, -0.117, -0.0629, -0.0937, -0.0869, -0.1319, -0.0749, -0.1168, -0.1461, -0.0589, -0.0714, -0.1179, -0.1265, -0.1017, 0.0, 0.0306, 0.0393, -0.0009, -0.0034, -0.4951, -0.5518, -0.6163, -0.595, -0.5908, -0.615, -0.5459, -0.5565, -0.5533, -0.5601, -0.5534, -0.5626, -0.5885, -0.5892, -0.5905, -0.591, -0.5883, -0.5932, -0.595, -0.6088, -0.6272, -0.6249, -0.6652, -0.686, -0.6795, -0.6941, -0.7035, -0.7092, -0.7128, -0.6992, -0.6777, -0.6609, -0.6477, -0.6468, -0.6322, -0.644, -0.6291, -0.6347, -0.6384, -0.6499, -0.6477, -0.6556, -0.6668, -0.6715, -0.6602, -0.6592, -0.6272, -0.6608, -0.6835, -0.6709, -0.6764, -0.6637, -0.6702, -0.6799, -0.6659, -0.6307, -0.6279, -0.6412, -0.6611, -0.6517, -0.6655, -0.6363, -0.5907, -0.6076, -0.639, -0.6223, -0.6165, -0.6362, -0.645, -0.6706, -0.6982, -0.6798, -0.655, -0.6408, -0.655, -0.6398, -0.6462, -0.6338, -0.748, -0.7699, -0.8454, -0.867, -0.8669, -0.8432, -0.7899, -0.7351, -0.7312, -0.7415, -0.7506, -0.7713, -0.7653, -0.77, -0.7831, -0.7753, -0.7631, -0.7656, -0.7765, -0.7591, -0.7703, -0.7825, -0.7831, -0.7593, -0.7513, -0.7473, -0.744, -0.7476, -0.766, -0.76, -0.7736, -0.7362, -0.7484, -0.746, -0.7525, -0.7412, -0.7344, -0.7431, -0.7382, -0.7418, -0.7345, -0.7365, -0.7342, -0.7537]}
{"unit_id": "orig:1996335203913027715", "ticker_idx": 0, "ts": "2025-12-03T21:46:17+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABBV is clearly more worried about $ABVX as a competitive threat than I thought… the DSMB has already been taking clean safety cuts from the ongoing maintenance data for years now… patients already on drug for >5 years!….again, with no issues", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish ABVX on clean safety data and ABBV's FUD-level competitive fear; bearish ABBV as IBD revenue threatened by ABVX and poor fit as acquirer.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Actually laughed out loud while reading the $ABBV comments on $ABVX today.  \n\nFrankly, they’re ridiculous and the company should’ve stuck to the boilerplate “we monitor all competitive drugs but are highly confident in the profile of our current programs” drivel that pharma usually falls on.\n\nThe “concerns” they highlighted just show how legitimately worried they are about $ABVX as a competitive threat (as they very well should be).\n\nNo other large pharma gets a portion of its revenue from IBD as large as $ABBV does.  It’s their company’s entire core.  Furthermore, no large pharma makes *less* sense as an acquirer of $ABVX than $ABBV does.  I’m highly skeptical that the FTC would even allow that particular deal to go down (certainly the prior FTC wouldn’t have), but $ABBV has little to gain from $ABVX success and a lot to lose.\n\n$ABVX would make a very poor combination partner with $ABBV’s Rinvoq.  Rinvoq’s whole issue is a beast of a black box warning (SAFETY FIRST).  Combining their drug with Obefazimod wouldn’t make much sense, as the strict safety counseling and monitoring are still required.  You basically erase the huge safety benefit of Obefazimod by pairing with a dirty drug like Rinvoq.  A partner like $JNJ’s oral IL-23, or perhaps someday an oral PDE4, make much more sense, fully leaning into a SAFE and ORAL regimen.\n\nBut $ABBV highlighting transient mild *headaches* as the key safety problem for $ABVX is comedic gold…because they’re actively comparing it to their own drug Rinvoq, with a black box warning for:\n\n-Death from bacterial/fungal/viral infections\n-Death from stroke\n-Death from heart attack\n-Death from thrombolic events\n-Death from cancer (including lymphoma and lung cancer) \n\nThey comparing *that* to a safety profile of….<10% of patients have a mild headache that lasts <1 week and never comes back.  LMAO.  I mean this is like a microcap shitco-level argument out of one of the largest pharmas in the world.  Embarrassing. \n\nLet’s also acknowledge that the $ABVX DSMB has already been taking clean safety cuts from the ongoing maintenance data for years now.  Remember, that trial enrolled slow.  Used to be a bear case, now it’s a bull case.  They have a large sample of patients *already done* with maintenance right now.  Safety reviews per DSMB…No issues.  Let’s also note that the original P2a/p2b patients have enrolled in extra long OLE phases, with patients already on drug for >5 years!….again, with no issues.\n\nKind of hilarious that the CEO also mentions cardiac monitoring they were doing in the study as if it’s a bad thing.  Yeah.  They have been doing cardiac monitoring, AND THEY HAVEN’T HAD ANY ISSUES 😂.  Just because they’re looking doesn’t mean there’s a problem!  The best case would be that there could’ve been a safety event that they *weren’t* looking for 🤦🏻‍♂️ \n\ntl;dr $ABBV is clearly more worried about $ABVX as a competitive threat than I thought.  I once said I’d never use the term “FUD” unironically, but folks, this is it.  Literal LOL material from $ABBV.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002621121810621352, "ret_signed_m1d": 0.002621121810621352, "alpha_spy_m1d": 0.003351637568774213, "alpha_c_m1d": -0.005046264971199754, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": 0.007667386781821106, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0349783330434843, "ret_signed_p1d": 0.0349783330434843, "alpha_spy_p1d": 0.0330788481991684, "alpha_c_p1d": 0.039136958068778926, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": -0.004158625025294627, "ret_p1w": 0.20291031337752008, "ret_signed_p1w": 0.20291031337752008, "alpha_spy_p1w": 0.1959259928497934, "alpha_c_p1w": 0.2049894759217208, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": -0.002079162544200708, "ret_p1m": 0.07646420038993762, "ret_signed_p1m": 0.07646420038993762, "alpha_spy_p1m": 0.06263547594202823, "alpha_c_p1m": 0.04486444897763486, "bench_spy_p1m": 0.01382872444790939, "bench_c_p1m": 0.03159975141230276, "ret_p3m": -0.009309461180214362, "ret_signed_p3m": -0.009309461180214362, "alpha_spy_p3m": -0.0032957446767987175, "alpha_c_p3m": -0.01591697096015665, "bench_spy_p3m": -0.006013716503415645, "bench_c_p3m": 0.006607509779942289, "ret_p6m": -0.08233912383050768, "ret_signed_p6m": -0.08233912383050768, "alpha_spy_p6m": -0.16860436651298605, "alpha_c_p6m": -0.082535682474569, "bench_spy_p6m": 0.08626524268247837, "bench_c_p6m": 0.00019655864406131762, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07646420038993762, "alpha_spy_stated": 0.06263547594202823, "alpha_c_stated": 0.04486444897763486, "price_path": [-0.2044, -0.1866, -0.1933, -0.208, -0.2231, -0.2407, -0.2239, -0.2563, -0.2679, -0.247, -0.2561, -0.257, -0.2587, -0.2539, -0.2589, -0.2513, -0.2468, -0.2326, -0.2552, -0.251, -0.2415, -0.2166, -0.2136, -0.2181, -0.181, -0.1525, -0.1357, -0.1159, -0.1358, -0.1602, -0.1619, -0.1731, -0.1715, -0.1801, -0.1823, -0.1797, -0.1428, -0.1482, -0.1057, -0.0574, -0.0743, -0.1066, -0.1085, -0.0997, -0.0609, -0.0485, -0.0409, -0.0143, -0.0652, -0.088, -0.0023, 0.0269, 0.0288, 0.0209, 0.1108, 0.0766, 0.1362, 0.159, 0.1359, 0.1283, 0.0839, 0.0379, 0.0026, 0.0, 0.035, 0.0399, 0.1121, 0.1527, 0.2029, 0.1347, 0.0657, 0.0031, 0.0016, 0.0268, 0.0389, 0.2538, 0.2505, 0.3134, 0.2862, 0.269, 0.2504, 0.2189, 0.2091, 0.1138, 0.0765, 0.1432, 0.0438, 0.034, 0.0665, 0.0813, 0.1299, 0.0557, 0.0584, 0.0741, 0.0847, 0.1174, 0.1038, 0.0926, 0.0746, 0.0302, 0.0262, 0.0046, 0.0074, 0.0242, 0.0265, 0.0006, 0.0635, 0.0826, 0.0772, 0.1096, 0.1256, 0.1297, 0.1355, 0.1477, 0.1772, 0.1781, 0.2013, 0.1595, 0.1147, 0.0798, 0.0962, 0.0223, 0.0042, 0.0554, 0.0186, -0.0118, -0.0093, 0.0419, 0.0151, 0.0573, 0.0439, 0.1095, 0.1444, 0.1207, 0.1119, 0.0877, 0.0432, -0.0042, 0.0005, -0.0105, -0.0738, -0.0826, 0.0064, 0.0391, 0.0699, 0.0798, 0.0528, 0.0752, 0.136, 0.1401, 0.0964, 0.137, 0.098, 0.1069, 0.086, 0.0392, 0.0071, 0.0484, 0.0213, 0.0354, 0.0114, -0.007, -0.0398, 0.0609, 0.063, 0.0587, 0.1188, 0.1437, 0.1266, 0.1094, 0.1039, 0.0972, 0.1019, 0.0936, 0.0352, 0.0263, 0.0279, 0.0837, 0.121, 0.1026, 0.1425, 0.1725, 0.1705, 0.1988, 0.1722, -0.3447, -0.1852, -0.0516, -0.0823, -0.0823]}
{"unit_id": "thread:1986798441716936947", "ticker_idx": 0, "ts": "2025-11-07T14:10:36+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Stock belongs <$5. Should be a negative EV company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: fatal AE overhang, ATTR dead, HAE data irrelevant; stock belongs below $5, should be negative EV.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Good luck to anyone hoping that $NTLA data updates are going to be anything other than another liquidity event.  \n\nATTR is dead now so the data are irrelevant, and at the last HAE update the company gave us in June showed that all patients they updated on were attack free.  “100% attack free” and the stock didn’t care…\n\nWhat could they possibly show in HAE now to actually move the stock up?  The “perfect” efficacy readout couldn’t move the stock last time, and that was *before* their platform had this fatal adverse event overhang. \n\nStock belongs <$5.  Should be a negative EV company.\n\n---\n\nPeople buying/holding this thing &gt;$9.50 right now should be studied.  Actually insane.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.294117552775653, "ret_signed_m1d": -0.294117552775653, "alpha_spy_m1d": -0.2951011494393856, "alpha_c_m1d": -0.2954861891141638, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.0013686363385108091, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02205872629989214, "ret_signed_p1d": -0.02205872629989214, "alpha_spy_p1d": -0.006454447672748831, "alpha_c_p1d": -0.014258057195812412, "bench_spy_p1d": 0.015604278627143309, "bench_c_p1d": 0.007800669104079727, "ret_p1w": -0.08613451775937842, "ret_signed_p1w": 0.08613451775937842, "alpha_spy_p1w": 0.08756524550626055, "alpha_c_p1w": 0.12506974206191246, "bench_spy_p1w": 0.0014307277468821322, "bench_c_p1w": 0.038935224302534044, "ret_p1m": -0.0231092706355277, "ret_signed_p1m": 0.0231092706355277, "alpha_spy_p1m": 0.04109824837280229, "alpha_c_p1m": 0.049248655912605854, "bench_spy_p1m": 0.017988977737274592, "bench_c_p1m": 0.026139385277078153, "ret_p3m": 0.251050343983898, "ret_signed_p3m": -0.251050343983898, "alpha_spy_p3m": -0.2164807367722743, "alpha_c_p3m": -0.1836392924481436, "bench_spy_p3m": 0.03456960721162372, "bench_c_p3m": 0.06741105153575444, "ret_p6m": 0.46953772042197284, "ret_signed_p6m": -0.46953772042197284, "alpha_spy_p6m": -0.3631049303689564, "alpha_c_p6m": -0.463151909008247, "bench_spy_p6m": 0.10643279005301642, "bench_c_p6m": 0.00638581141372585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0231092706355277, "alpha_spy_stated": 0.04109824837280229, "alpha_c_stated": 0.049248655912605854, "price_path": [0.1282, 0.1408, 0.1555, 0.145, 0.1544, 0.1271, 0.0809, 0.0725, 0.0636, 0.105, 0.1954, 0.1933, 0.1996, 0.2185, 0.1928, 0.1975, 0.23, 0.2206, 0.2668, 0.2437, 0.2479, 0.1859, 0.1996, 0.1996, 0.2153, 0.2889, 0.3036, 0.6922, 0.6376, 0.813, 0.7941, 0.8655, 0.7447, 0.7132, 0.7773, 0.8141, 0.9706, 1.1471, 1.0966, 1.1576, 1.1471, 1.5704, 1.6744, 1.5756, 1.4958, 1.5105, 1.7237, 1.6166, 1.5998, 1.9391, 1.833, 1.5819, 1.7195, 1.6891, 0.5536, 0.4664, 0.3782, 0.2883, 0.3256, 0.3729, 0.2815, 0.4254, 0.2941, 0.0, 0.0221, 0.0693, -0.0032, -0.0893, -0.0861, -0.1092, -0.1103, -0.1345, -0.1555, -0.1376, -0.1229, -0.1019, -0.105, -0.0557, -0.1155, -0.1492, -0.0483, 0.0231, 0.0095, -0.0084, -0.0231, -0.0158, 0.0032, -0.0525, -0.0399, -0.042, -0.0767, -0.0672, -0.0305, 0.0189, -0.0105, 0.0074, -0.0084, -0.0399, -0.0483, -0.0557, -0.0326, -0.0158, 0.0221, 0.0641, 0.105, 0.0903, 0.2006, 0.2332, 0.2626, 0.2468, 0.313, 0.3477, 0.4737, 0.6702, 0.5368, 0.4653, 0.5578, 0.4517, 0.4601, 0.3813, 0.3718, 0.3708, 0.2983, 0.1649, 0.2899, 0.312, 0.2511, 0.2605, 0.2206, 0.2468, 0.2836, 0.3109, 0.3697, 0.3277, 0.3824, 0.4265, 0.4097, 0.5, 0.4475, 0.6218, 0.4291, 0.4517, 0.3813, 0.4118, 0.459, 0.4149, 0.3666, 0.3498, 0.3403, 0.4055, 0.416, 0.3876, 0.3813, 0.3487, 0.3771, 0.3456, 0.3929, 0.3908, 0.2994, 0.2237, 0.3466, 0.3939, 0.3792, 0.3971, 0.4233, 0.4569, 0.4527, 0.417, 0.4979, 0.5525, 0.5693, 0.4874, 0.5704, 0.5977, 0.6082, 0.7405, 0.667, 0.4317, 0.3697, 0.3866, 0.3072, 0.416, 0.3929, 0.4569, 0.3981, 0.4548, 0.4401, 0.48, 0.5147, 0.4695]}
{"unit_id": "reply:1962229746743280022", "ticker_idx": 0, "ts": "2025-08-31T19:03:22+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY surmount-5 is an actual randomized study and shows clear CVOT superiority of $LLY's tirzepatide", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NVO on junk data; bullish LLY on SURMOUNT-5 showing clear CVOT superiority of tirzepatide.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ResearchPulse1 @tuduni90782 This is downright junk data/analysis from $NVO.  $LLY surmount-5 is an actual randomized study and shows clear CVOT superiority of $LLY’s tirzepatide (new data from today).", "reply_text": null, "parent_text": "@A_May_MD @tuduni90782 I can’t see where they get 4 months from 🤔 in today’s presentation it clearly says 8.3 months for sema and 8.6 months for Tirzepatide. Mean follow up time. \n\nPatients are taken from a large US data set with patients who are overweight/obese and with established ASCVD and taken", "quoted_text": null, "parent_author": "ResearchPulse1", "ret_m1d": -0.003550092087161283, "ret_signed_m1d": -0.003550092087161283, "alpha_spy_m1d": -0.011015666562042559, "alpha_c_m1d": -0.011015666562042559, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.007465574474881276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003590969660248078, "ret_signed_p1d": 0.003590969660248078, "alpha_spy_p1d": -0.0018286728862302315, "alpha_c_p1d": -0.0018286728862302315, "bench_spy_p1d": 0.005419642546478309, "bench_c_p1d": 0.005419642546478309, "ret_p1w": 0.020974199327221887, "ret_signed_p1w": 0.020974199327221887, "alpha_spy_p1w": 0.00526195873248958, "alpha_c_p1w": 0.00526195873248958, "bench_spy_p1w": 0.015712240594732307, "bench_c_p1w": 0.015712240594732307, "ret_p1m": 0.12273015804687959, "ret_signed_p1m": 0.12273015804687959, "alpha_spy_p1m": 0.07582292530595436, "alpha_c_p1m": 0.07582292530595436, "bench_spy_p1m": 0.04690723274092523, "bench_c_p1m": 0.04690723274092523, "ret_p3m": 0.44104740688943944, "ret_signed_p3m": 0.44104740688943944, "alpha_spy_p3m": 0.3756280901190914, "alpha_c_p3m": 0.3756280901190914, "bench_spy_p3m": 0.06541931677034807, "bench_c_p3m": 0.06541931677034807, "ret_p6m": 0.3693348793398321, "ret_signed_p6m": 0.3693348793398321, "alpha_spy_p6m": 0.29313333649106643, "alpha_c_p6m": 0.29313333649106643, "bench_spy_p6m": 0.07620154284876568, "bench_c_p6m": 0.07620154284876568, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12273015804687959, "alpha_spy_stated": 0.07582292530595436, "alpha_c_stated": 0.07582292530595436, "price_path": [0.014, 0.019, 0.0394, 0.0392, 0.0449, 0.0501, 0.0955, 0.0975, 0.1021, 0.112, 0.0961, 0.0739, 0.0655, 0.0352, 0.0459, 0.056, 0.0753, 0.0791, 0.0524, 0.058, 0.0531, 0.0576, 0.0595, 0.0489, 0.0554, 0.068, 0.0731, 0.0763, 0.0849, 0.0474, 0.0719, 0.0335, 0.0474, 0.0344, 0.0538, 0.0843, 0.0931, 0.103, 0.0968, 0.0355, 0.0316, 0.0044, 0.0346, 0.0437, 0.0396, 0.013, -0.1302, -0.1509, -0.1379, -0.1322, -0.1036, -0.0711, -0.0462, -0.0505, -0.0435, -0.0405, -0.0345, -0.032, -0.0542, 0.0011, -0.0014, -0.0044, -0.0036, 0.0, 0.0036, 0.0105, -0.0109, 0.0047, 0.021, 0.0264, 0.0287, 0.0275, 0.0177, 0.0402, 0.0339, 0.0377, 0.0229, 0.0269, 0.016, 0.0091, -0.028, -0.0145, -0.0118, 0.0378, 0.1227, 0.1152, 0.1424, 0.1494, 0.1475, 0.1503, 0.1634, 0.1337, 0.1145, 0.105, 0.1243, 0.1145, 0.092, 0.1003, 0.0876, 0.1051, 0.1168, 0.1228, 0.1241, 0.1155, 0.1066, 0.1487, 0.1737, 0.2195, 0.2335, 0.2593, 0.2751, 0.2573, 0.3148, 0.3447, 0.3844, 0.3913, 0.3966, 0.3917, 0.4031, 0.4298, 0.4212, 0.4435, 0.4578, 0.5119, 0.5043, 0.465, 0.441, 0.425, 0.4079, 0.3819, 0.3762, 0.3589, 0.338, 0.3535, 0.375, 0.3997, 0.4469, 0.4361, 0.4191, 0.4397, 0.4595, 0.4664, 0.4598, 0.4671, 0.4681, 0.4694, 0.4708, 0.4639, 0.4717, 0.4187, 0.4494, 0.5094, 0.4782, 0.4488, 0.4725, 0.4673, 0.462, 0.4071, 0.4145, 0.4184, 0.4691, 0.4812, 0.4498, 0.4477, 0.416, 0.3946, 0.3951, 0.4128, 0.4223, 0.3669, 0.5081, 0.3906, 0.4414, 0.423, 0.3962, 0.3829, 0.4143, 0.419, 0.4137, 0.3925, 0.3961, 0.3775, 0.4444, 0.422, 0.4038, 0.3945, 0.4354, 0.389, 0.375, 0.3693]}
{"unit_id": "orig:2001300342013604322", "ticker_idx": 0, "ts": "2025-12-17T14:35:58+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am just convinced that $NKTR is wildly undervalued here, sitting on a dual indication drug for two large dermatology TAMs", "tweet_type": "analysis", "timeline": "months", "summary": "Long NKTR: wildly undervalued with dual dermatology indications, deepening AA trial data, and safe biologic profile expected to dominate JAKis in both atopic derm and alopecia areata.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Another long $NKTR post after sleeping on the new data (bear with me here - the stock *is* still up ~400% since I pitched it earlier this year, after all☺️)\n\nI am just convinced that $NKTR is wildly undervalued here, sitting on a dual indication drug for two large dermatology TAMs and likely the opportunity to run a single P3 study for *each* of them (a massive tailwind that didn't exist until a couple weeks ago).  \n\nThe AA data are *far* better than what dupixent ever showed, on par with low dose JAKs, *and* appear to be further deepening.  \n\nWe only got case studies from 3 of the handful of patients who completed extended treatment past 36 weeks so far (the waterfall plot says only 7 patients overall have completed), but these 3 case studies echo what the downward slope on the 32-36 week chart for the overall population says:  $NKTR's response data are going to get better with continued treatment.\n\nI'm attaching those 3 case studies below, showing ~15%, ~40% (!!!), and ~15% further deepening of responses with continued treatment.  And for the most part they are basically bottoming out at that point near SALT10 levels.  Even if only a fraction of patients continue to have deepening like this, the numbers in the P3 are going to look *better* than low dose JAKi, which has a clear plateau effect essentially by week 24.  \n\nThis is extremely encouraging for $NKTR, and the company already stated that the P3 trial will be longer, a full year's duration. \n\nAt this point I fully expect that P3 AA trial to succeed, and given the safety issues with JAKi plus the need to stay on them *FOREVER *, Rezpeg would likely be the preferred treatment for AA.\n\nSafe biologics dominate in dermatology.  Period.  It is already the case in atopic derm where JAKis are WAY more effective than Dupi, but Dupi does >5x more AtD sales than the JAKs.  The same will happen with a safe biologic in Rezpeg.  There are 4 (!!!) me-too JAKis in alopecia areata right now, with pharma seeing fit to continue launching the same MoA into this indication and still being able to make a profit on it.\n\nI'm telling you as someone who would literally be prescribing this drug - a safe biologic with 52 week results even on par with 36 weeks of low dose JAKi would dominate the first line in this disease.  Full stop.  And keep in mind that the deepening of effect we have seen so far might make the results better than low dose JAKi.  I could be wrong about a drug with that profile dominating first line in AA...but that is my strong professional/specialist opinion, and it is backed by every proof of concept that we have in biopharma showing safe biologics crushing JAKis across different disease indications. \n\nThe other angle that I see upside for is post JAKi induction maintenance with Rezpeg.  This makes total sense with the MoA of T-Reg expansion.  If you could pitch the JAKi portion of the treatment as a short duration stint followed up by a safer long term maintenance to avoid heart attack, blood clot, severe infection, and cancer risks that comes with the JAKi label, patients would sign up for that.  And as the long-term half of that regimen, Rezpeg would still dominate the revenue/earnings over JAKis.  This would be a brilliant way for one of the 4 pharmas currently marketing undifferentiated JAKis in AA to separate themselves from the pack by having a proprietary combination for safe maintenance of disease.  \n\nHell, $ABBV could even try this rezpeg maintenance approach in atopic derm after induction with Rinvoq!  Why not?  They've been disappointed with its uptake in AtD so far (again, because derms don't like JAKs).  The cost of that P3 would pay for itself many times over if it works.  This could be their \"foot in the door\" for both indications.\n\nA smaller player like $INCY or Sun Pharma should take a *serious* look at buying or partnering with $NKTR too, IMO.  Digestible assets with legitimate potential to become multi-billion dollar drugs if developed properly are very rare.  I don't think that the current $NKTR prices in the $40s will last, but if they do, it's a no-brainer for a mid sized pharma to go after this IMO.\n\nIDK why the market doesn't appreciate it yet, but to my eyes $NKTR is clearly on track to be a real player in both atopic derm and alopecia areata (whether that be in induction, maintenance, or both).  \n\n*So* much positive news has broken their way recently, from OX40's flop bursting the atopic dermatitis door wide open, to the FDA likely cutting their P3 trial costs roughly *in half* totally out of the blue, to yesterday's success in a totally new, large indication with zero approved safe/effective treatments.\n\nThe stock never seems to get credit right away.  I felt like I was shouting into the void about it when this thing was trading at <$0.50 (<$7.50 split adjusted) before the atopic derm data, but ultimately over time the value has slowly been growing.  I feel similarly to how I felt back then right now, looking at new AA data that to me clearly say this drug is going to work in a P3 study and be widely adopted in clinical practice.  Maybe the outcome will be the same again, with another delayed round of major appreciation in the stock price.\n\nFor now, I'll look forward to the 1Q26 atopic derm maintenance data (right around the corner!).  If they show deepening like what we appear to be seeing in the AA dataset so far...look out!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08210432571384718, "ret_signed_m1d": 0.08210432571384718, "alpha_spy_m1d": 0.07097830552160045, "alpha_c_m1d": 0.08028360716133753, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.001820718552509648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03147700408474052, "ret_signed_p1d": -0.03147700408474052, "alpha_spy_p1d": -0.039028358454941126, "alpha_c_p1d": -0.03225729774289099, "bench_spy_p1d": 0.0075513543702006025, "bench_c_p1d": 0.000780293658150466, "ret_p1w": -0.0327977474897142, "ret_signed_p1w": -0.0327977474897142, "alpha_spy_p1w": -0.06410547352140072, "alpha_c_p1w": -0.050181617652211075, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.017383870162496873, "ret_p1m": -0.20250937048510886, "ret_signed_p1m": -0.20250937048510886, "alpha_spy_p1m": -0.2146960853847255, "alpha_c_p1m": -0.2172811228341689, "bench_spy_p1m": 0.012186714899616646, "bench_c_p1m": 0.01477175234906003, "ret_p3m": 0.589698453347252, "ret_signed_p3m": 0.589698453347252, "alpha_spy_p3m": 0.6182016446432492, "alpha_c_p3m": 0.6406843757451017, "bench_spy_p3m": -0.02850319129599721, "bench_c_p3m": -0.050985922397849714, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20250937048510886, "alpha_spy_stated": -0.2146960853847255, "alpha_c_stated": -0.2172811228341689, "price_path": [0.2934, 0.2137, 0.2963, 0.3119, 0.328, 0.2243, 0.2877, 0.2969, 0.2525, 0.2954, 0.3317, 0.3328, 0.3192, 0.2767, 0.245, 0.2247, 0.1961, 0.2635, 0.2564, 0.2523, 0.2098, 0.2716, 0.3865, 0.3071, 0.3599, 0.4008, 0.3229, 0.3773, 0.341, 0.3126, 0.3823, 0.4292, 0.319, 0.2331, 0.1944, 0.2133, 0.232, 0.276, 0.3044, 0.2694, 0.1875, 0.2476, 0.3115, 0.3024, 0.3284, 0.2131, 0.1948, 0.2908, 0.3284, 0.446, 0.4354, 0.3451, 0.2074, 0.2575, 0.2699, 0.2525, 0.2608, 0.2939, 0.271, 0.1252, 0.2041, 0.1732, 0.0821, 0.0, -0.0315, 0.031, -0.0429, -0.0214, -0.0328, -0.0207, -0.0594, -0.0777, -0.0693, -0.0442, -0.0211, -0.0541, -0.0423, -0.0878, -0.1259, -0.1466, -0.1948, -0.2056, -0.2217, -0.1706, -0.2025, -0.1873, -0.1959, -0.1831, -0.1816, -0.1629, -0.2096, -0.2245, -0.1783, -0.1609, -0.1446, -0.1715, -0.2269, -0.1897, -0.184, 0.2327, 0.4605, 0.5628, 0.5701, 0.6249, 0.6108, 0.6258, 0.6229, 0.6205, 0.5061, 0.549, 0.4506, 0.5184, 0.5047, 0.4992, 0.5653, 0.5948, 0.5562, 0.5221, 0.5864, 0.6141, 0.5488, 0.6124, 0.5895, 0.6522, 0.6108, 0.6474, 0.5897, 0.6364, 0.606, 0.5866, 0.5622, 0.5113, 0.4363, 0.5838, 0.6665, 0.6947, 0.6447, 0.6782, 0.6527, 0.7136, 0.7059, 0.7709, 0.7887, 0.8318, 0.8488, 0.8679, 1.2089, 1.1607, 1.0515, 1.0088, 1.018, 0.9093, 0.8448, 0.8314, 0.8719, 0.9031, 0.9126, 0.8525, 0.873, 0.8351, 0.8026, 0.7328, 0.7264, 0.6718, 0.6361, 0.5545, 0.5063, 0.4876, 0.5296, 0.5096, 0.4662, 0.4431, 0.4396, 0.431, 0.4281, 0.4057, 0.289, 0.3038, 0.3055, 0.2617, 0.2463, 0.2377, 0.2498, 0.3033, 0.3071, 0.346, 0.3267, 0.341, 0.341, null]}
{"unit_id": "reply:1983322636672516357", "ticker_idx": 0, "ts": "2025-10-28T23:58:59+00:00", "symbol": "PALI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PALI is the most promising thing at that early stage", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on PALI as the most promising early-stage IBD play.", "resolved_tickers": ["PALI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SaintEquitie $ABVX won’t be needing her for further clinical operations 😉 \n\nOn to the next company that needs their IBD trials designed &amp; executed.  $PALI is the most promising thing at that early stage.", "reply_text": null, "parent_text": "I wonder why she left?", "quoted_text": null, "parent_author": "SaintEquitie", "ret_m1d": -0.12735843221332077, "ret_signed_m1d": -0.12735843221332077, "alpha_spy_m1d": -0.12687829221979008, "alpha_c_m1d": -0.13756821925445628, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": 0.01020978704113551, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08490558398834713, "ret_signed_p1d": -0.08490558398834713, "alpha_spy_p1d": -0.07390748637408695, "alpha_c_p1d": -0.08712821135660798, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": 0.0022226273682608433, "ret_p1w": -0.20754715177502647, "ret_signed_p1w": -0.20754715177502647, "alpha_spy_p1w": -0.1932757223607534, "alpha_c_p1w": -0.2192155714226336, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": 0.01166841964760712, "ret_p1m": -0.004716976888241464, "ret_signed_p1m": -0.004716976888241464, "alpha_spy_p1m": 0.0011021801692837618, "alpha_c_p1m": -0.09966071870353754, "bench_spy_p1m": -0.005819157057525226, "bench_c_p1m": 0.09494374181529608, "ret_p3m": -0.2971697688824151, "ret_signed_p3m": -0.2971697688824151, "alpha_spy_p3m": -0.3068071266567214, "alpha_c_p3m": -0.3764790295590521, "bench_spy_p3m": 0.009637357774306299, "bench_c_p3m": 0.07930926067663702, "ret_p6m": -0.06132069954713959, "ret_signed_p6m": -0.06132069954713959, "alpha_spy_p6m": -0.11567607422778114, "alpha_c_p6m": -0.07797191675569137, "bench_spy_p6m": 0.054355374680641555, "bench_c_p6m": 0.016651217208551783, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004716976888241464, "alpha_spy_stated": 0.0011021801692837618, "alpha_c_stated": -0.09966071870353754, "price_path": [-0.5189, -0.5236, -0.5094, -0.5189, -0.5283, -0.5849, -0.6274, -0.6509, -0.6462, -0.6179, -0.6132, -0.6226, -0.6226, -0.6321, -0.6604, -0.6557, -0.6462, -0.6745, -0.6792, -0.6887, -0.6792, -0.6792, -0.6887, -0.6934, -0.7028, -0.7028, -0.7311, -0.7358, -0.7453, -0.7264, -0.717, -0.7217, -0.717, -0.7264, -0.717, -0.717, -0.7028, -0.7028, -0.6792, -0.6368, -0.5755, -0.566, -0.5943, -0.3821, -0.1981, -0.2453, -0.0991, -0.2075, -0.0566, -0.0094, -0.0566, -0.1274, -0.1274, -0.184, -0.184, -0.1792, -0.1226, -0.1651, -0.2311, -0.1651, -0.1792, -0.217, -0.1274, 0.0, -0.0849, -0.0236, -0.0566, -0.1321, -0.2075, -0.217, -0.2075, -0.1651, -0.1415, -0.0377, -0.1179, 0.0094, -0.0236, -0.0236, 0.0236, 0.1038, 0.0047, 0.0755, 0.0142, 0.0519, -0.0047, -0.1179, -0.1368, -0.2028, -0.1509, -0.1509, -0.1462, -0.1038, -0.0094, 0.0377, -0.0849, -0.1462, -0.1887, -0.2075, -0.2123, -0.1368, -0.0189, -0.0142, 0.0377, 0.0142, 0.1698, 0.1132, 0.1085, 0.1792, -0.0094, -0.0943, -0.0472, -0.1038, -0.0613, -0.1038, -0.1085, -0.0802, -0.1745, -0.217, -0.1085, -0.1745, -0.1274, -0.0991, -0.1462, -0.1462, -0.2123, -0.2406, -0.2972, -0.2406, -0.217, -0.2547, -0.2925, -0.2264, -0.1887, -0.184, -0.1792, -0.1792, -0.184, -0.1981, -0.2028, -0.2311, -0.2453, -0.2406, -0.1557, -0.1038, -0.1274, -0.1651, -0.1462, -0.2028, -0.1792, -0.2264, -0.2311, -0.1792, -0.0943, -0.0566, -0.0425, -0.0849, -0.0613, -0.0613, -0.0708, -0.0613, -0.1085, -0.0991, -0.0566, -0.0566, -0.0755, -0.0566, -0.1604, -0.1745, -0.1132, -0.1085, -0.0896, -0.0991, -0.1179, -0.066, -0.1415, -0.0613, -0.0283, 0.1038, 0.0991, 0.1321, 0.1792, 0.3208, 0.1038, 0.0236, -0.0189, -0.0755, -0.0802, -0.0896, -0.0566, -0.0613]}
{"unit_id": "orig:1959024900657603043", "ticker_idx": 0, "ts": "2025-08-22T22:48:27+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Come on. Let's wrap this bullshit up and reach a settlement.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR on settlement expectations; LLY's case seen as weak after discontinuing based on falsely calculated data.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "So $LLY (with its own competing atopic derm program) is requesting *more* data than what $NKTR has publicly disclosed?  The competitor wants internal, undisclosed data on their competitor’s program?  Ok, lol. \n\nLilly’s discontinuation of rezpeg’s development plan was informed by falsely calculated efficacy data.  They’re literally not even debating this.  That’s just about all we should need to know here.\n\nCome on.  Let’s wrap this bullshit up and reach a settlement.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004053010518669575, "ret_signed_m1d": -0.004053010518669575, "alpha_spy_m1d": -0.00847358162933154, "alpha_c_m1d": -0.018517002216761114, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.014463991698091538, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.060427462560024514, "ret_signed_p1d": 0.060427462560024514, "alpha_spy_p1d": 0.0562403973458907, "alpha_c_p1d": 0.05418661824214244, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.006240844317882077, "ret_p1w": 0.07184969811322883, "ret_signed_p1w": 0.07184969811322883, "alpha_spy_p1w": 0.07527390695951952, "alpha_c_p1w": 0.06186441529769793, "bench_spy_p1w": -0.0034242088462906883, "bench_c_p1w": 0.009985282815530905, "ret_p1m": 1.2229183193742208, "ret_signed_p1m": 1.2229183193742208, "alpha_spy_p1m": 1.1910679614022852, "alpha_c_p1m": 1.2169437190011616, "bench_spy_p1m": 0.03185035797193558, "bench_c_p1m": 0.005974600373059191, "ret_p3m": 1.0, "ret_signed_p3m": 1.0, "alpha_spy_p3m": 0.9713804953129768, "alpha_c_p3m": 0.8596397331295988, "bench_spy_p3m": 0.028619504687023234, "bench_c_p3m": 0.14036026687040115, "ret_p6m": 1.5928520386563494, "ret_signed_p6m": 1.5928520386563494, "alpha_spy_p6m": 1.5077808745886325, "alpha_c_p6m": 1.4237847504360437, "bench_spy_p6m": 0.08507116406771686, "bench_c_p6m": 0.1690672882203057, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.2229183193742208, "alpha_spy_stated": 1.1910679614022852, "alpha_c_stated": 1.2169437190011616, "price_path": [-0.6408, -0.6297, -0.6131, -0.591, -0.6021, -0.5578, -0.5855, -0.5855, -0.6297, -0.6297, -0.6761, -0.5818, -0.6481, -0.6772, -0.6835, -0.6592, -0.6783, -0.6828, -0.6864, -0.6485, -0.0991, 0.073, 0.0936, -0.0508, -0.0479, -0.094, -0.0593, -0.0877, -0.1352, -0.1625, -0.1393, -0.0752, -0.0785, -0.1006, -0.1231, -0.1105, -0.0173, -0.0811, -0.0866, -0.098, -0.0789, -0.0943, -0.0789, -0.1286, -0.1559, -0.1868, -0.2012, -0.154, -0.1426, -0.1688, -0.1728, -0.1986, -0.1503, -0.1721, -0.1304, -0.0523, -0.0166, 0.0044, 0.0107, -0.0155, -0.007, 0.0317, -0.0041, 0.0, 0.0604, 0.0789, 0.0811, 0.1002, 0.0718, 0.052, 0.3257, 0.4805, 0.6334, 0.7896, 0.7752, 0.7391, 0.7937, 0.8058, 0.8382, 0.8817, 1.1651, 1.0317, 1.1699, 1.196, 1.2229, 1.0494, 1.1555, 1.171, 1.0965, 1.1684, 1.2292, 1.231, 1.2082, 1.1371, 1.084, 1.0501, 1.0022, 1.115, 1.1032, 1.0962, 1.0251, 1.1286, 1.3209, 1.1879, 1.2763, 1.3449, 1.2144, 1.3055, 1.2447, 1.1971, 1.3139, 1.3924, 1.2078, 1.0641, 0.9993, 1.031, 1.0623, 1.136, 1.1835, 1.1249, 0.9878, 1.0884, 1.1953, 1.1802, 1.2237, 1.0306, 1.0, 1.1606, 1.2237, 1.4204, 1.4027, 1.2517, 1.021, 1.105, 1.1256, 1.0965, 1.1105, 1.1658, 1.1275, 0.8836, 1.0155, 0.9639, 0.8113, 0.6739, 0.6212, 0.7259, 0.6021, 0.6382, 0.619, 0.6393, 0.5744, 0.5438, 0.5578, 0.5999, 0.6385, 0.5833, 0.6032, 0.5269, 0.4632, 0.4285, 0.3478, 0.3298, 0.3029, 0.3884, 0.3349, 0.3604, 0.346, 0.3674, 0.3699, 0.4013, 0.3231, 0.2981, 0.3755, 0.4046, 0.4318, 0.3869, 0.294, 0.3563, 0.3659, 1.0634, 1.4447, 1.6161, 1.6282, 1.72, 1.6964, 1.7214, 1.7167, 1.7126, 1.521, 1.5929]}
{"unit_id": "reply:1989444810751557818", "ticker_idx": 0, "ts": "2025-11-14T21:26:19+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX better in every way", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: post phase-3, unique MoA with no me-toos, superior to RXDX in every respect.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@physioo $ABVX isn’t phase 3 ready, its post phase 3.  $RXDX was pre phase 3.\n\nAnd $ABVX is the only company with this MoA, unlike $RXDX with multiple me-toos. \n\n$ABVX better in every way.", "reply_text": null, "parent_text": "$abvx vs $rxdx\n\nRxdx sold for $10.8b on crohns/uc data on a phase 2 drug sc injection\n\nAbvx $8b market cap on a phase 3 ready drug oral med with novel moa\n\nAnd don’t tell me patients prefer sc over oral…my patients hate needles", "quoted_text": null, "parent_author": "physioo", "ret_m1d": -0.028428122503550646, "ret_signed_m1d": -0.028428122503550646, "alpha_spy_m1d": -0.037832080560344594, "alpha_c_m1d": -0.029285095191996402, "bench_spy_m1d": 0.009403958056793948, "bench_c_m1d": 0.0008569726884457562, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001848258047846052, "ret_signed_p1d": 0.001848258047846052, "alpha_spy_p1d": 0.010245811391640935, "alpha_c_p1d": -0.004018591785871495, "bench_spy_p1d": -0.008397553343794883, "bench_c_p1d": 0.005866849833717547, "ret_p1w": 0.10640728785103226, "ret_signed_p1w": 0.10640728785103226, "alpha_spy_p1w": 0.10181042384731653, "alpha_c_p1w": 0.0829398885161623, "bench_spy_p1w": 0.004596864003715728, "bench_c_p1w": 0.023467399334869965, "ret_p1m": -0.0246435749346261, "ret_signed_p1m": -0.0246435749346261, "alpha_spy_p1m": -0.03325145077723346, "alpha_c_p1m": -0.038420762441345735, "bench_spy_p1m": 0.00860787584260736, "bench_c_p1m": 0.013777187506719635, "ret_p3m": 0.1462770845345891, "ret_signed_p3m": 0.1462770845345891, "alpha_spy_p3m": 0.11498155895854123, "alpha_c_p3m": 0.10521136713413859, "bench_spy_p3m": 0.03129552557604787, "bench_c_p3m": 0.04106571740045051, "ret_p6m": 0.05527194708227379, "ret_signed_p6m": 0.05527194708227379, "alpha_spy_p6m": -0.06460827171229266, "alpha_c_p6m": 0.07726294749975504, "bench_spy_p6m": 0.11988021879456645, "bench_c_p6m": -0.021991000417481255, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0246435749346261, "alpha_spy_stated": -0.03325145077723346, "alpha_c_stated": -0.038420762441345735, "price_path": [-0.3931, -0.3673, -0.3449, -0.3198, -0.3183, -0.2985, -0.3009, -0.2815, -0.2868, -0.2784, -0.2638, -0.2471, -0.2252, -0.2079, -0.2145, -0.2287, -0.2434, -0.2606, -0.2442, -0.2758, -0.2871, -0.2668, -0.2757, -0.2764, -0.2781, -0.2735, -0.2783, -0.2709, -0.2666, -0.2528, -0.2748, -0.2706, -0.2614, -0.2372, -0.2342, -0.2386, -0.2025, -0.1747, -0.1583, -0.1391, -0.1585, -0.1823, -0.1839, -0.1948, -0.1932, -0.2016, -0.2037, -0.2012, -0.1653, -0.1705, -0.1292, -0.0821, -0.0986, -0.13, -0.1318, -0.1233, -0.0855, -0.0735, -0.066, -0.0401, -0.0897, -0.112, -0.0284, 0.0, 0.0018, -0.0059, 0.0817, 0.0484, 0.1064, 0.1286, 0.1061, 0.0987, 0.0554, 0.0106, -0.0237, -0.0262, 0.0078, 0.0126, 0.0829, 0.1224, 0.1714, 0.105, 0.0378, -0.0232, -0.0246, -0.0001, 0.0116, 0.2209, 0.2177, 0.2789, 0.2525, 0.2357, 0.2176, 0.1869, 0.1773, 0.0846, 0.0482, 0.1132, 0.0165, 0.0069, 0.0385, 0.053, 0.1002, 0.028, 0.0306, 0.0459, 0.0562, 0.0881, 0.0748, 0.0639, 0.0464, 0.0032, -0.0007, -0.0217, -0.019, -0.0026, -0.0004, -0.0256, 0.0356, 0.0542, 0.0489, 0.0805, 0.0961, 0.1001, 0.1057, 0.1176, 0.1463, 0.1472, 0.1698, 0.1291, 0.0855, 0.0515, 0.0674, -0.0045, -0.0222, 0.0277, -0.0081, -0.0378, -0.0353, 0.0146, -0.0115, 0.0296, 0.0165, 0.0804, 0.1144, 0.0913, 0.0828, 0.0591, 0.0158, -0.0304, -0.0257, -0.0364, -0.0981, -0.1067, -0.02, 0.0119, 0.0418, 0.0515, 0.0252, 0.047, 0.1062, 0.1102, 0.0677, 0.1072, 0.0692, 0.0779, 0.0576, 0.012, -0.0193, 0.0209, -0.0055, 0.0083, -0.0151, -0.033, -0.065, 0.0331, 0.0351, 0.0309, 0.0894, 0.1137, 0.0971, 0.0803, 0.0749, 0.0684, 0.073, 0.065, 0.008, -0.0006, 0.001, 0.0553]}
{"unit_id": "reply:2005724024056226219", "ticker_idx": 0, "ts": "2025-12-29T19:34:06+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "what $NTLA currently has is a fatal event rate that is ~6x higher than an MS drug that just got CRLd for the same problem", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: fatal liver tox event rate ~6x higher than an MS drug just rejected by FDA for the same issue; safety risk is real, not theoretical.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "What?….even I assume fatal liver tox  won’t happen years after dosing.  \n\nIt actually doesn’t matter if you die early or die late.  Whether or not the frug kills you is what matters.  In fact, earlier fatal events make the profile *worse* for $NTLA.\n\nYou’re using totally twisted logic and have it exactly backwards.\n\nYour logic is ok only to predict the probability of hepatic events *before* we have an event rate from real world trials.\n\nI.e. what you are saying is “if you only give 1 dose of a drug, you are much less likely to have adverse events over the long term, because you are no longer being exposed to the drug like you would in chronic therapy.”  \n\nSo yes, on a purely THEORETICAL basis, the liver tox risk should be lower with a one time therapy without cumulative exposure risk.  This was a viable point to make about $NTLA’s safety risk BEFORE they started to actually encounter fatal liver toxicity in the real world.\n\nThe problem is, and where your logic totally fails, is that WE ALREADY HAVE AN EVENT RATE (and a relatively high one at that). \n\nThe EVENT RATE predicts the rate of further events moving forward.  This theoretical/academic exercise of “well since it’s a one time treatment the risk should be lower” BS is now officially out the window. \n\nWhat you’re saying couldn’t possibly matter less.  The event rate predicts the event rate, and what $NTLA currently has is a fatal event rate that is ~6x higher than an MS drug that just got CRLd for the same problem. \n\n“But it’s not given chronically so the risk *SHOULD* be lower!!!\n\nOh yeah?? Well it’s not!  The risk is literally *higher* than drugs that the FDA is currently rejecting.", "reply_text": null, "parent_text": "@SnackBioTech @unsureoptimist @A_May_MD @KlausMolle I understand. However, we haven’t really seen reports of long-term ALT/AST elevations. We can’t assume that this will (or could) occur in a large patient population based on those dosed over 24 months ago.", "quoted_text": null, "parent_author": "chuygz", "ret_m1d": 0.03282267240610248, "ret_signed_m1d": -0.03282267240610248, "alpha_spy_m1d": -0.029246273853360982, "alpha_c_m1d": -0.03128226051382765, "bench_spy_m1d": 0.0035763985527415, "bench_c_m1d": 0.0015404118922748289, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008752726553724832, "ret_signed_p1d": 0.008752726553724832, "alpha_spy_p1d": 0.007531602145152583, "alpha_c_p1d": 0.007918357265122689, "bench_spy_p1d": -0.0012211244085722495, "bench_c_p1d": -0.0008343692886021437, "ret_p1w": 0.0645513322485376, "ret_signed_p1w": -0.0645513322485376, "alpha_spy_p1w": -0.05879423333112688, "alpha_c_p1w": -0.04991815678161049, "bench_spy_p1w": 0.005757098917410719, "bench_c_p1w": 0.014633175466927106, "ret_p1m": 0.5207876473095481, "ret_signed_p1m": -0.5207876473095481, "alpha_spy_p1m": -0.5117885786075849, "alpha_c_p1m": -0.5335595450045648, "bench_spy_p1m": 0.008999068701963209, "bench_c_p1m": -0.012771897695016743, "ret_p3m": 0.40262573449353267, "ret_signed_p3m": -0.40262573449353267, "alpha_spy_p3m": -0.4545758404688265, "alpha_c_p3m": -0.4578037506475514, "bench_spy_p3m": -0.051950105975293814, "bench_c_p3m": -0.05517801615401874, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5207876473095481, "alpha_spy_stated": -0.5117885786075849, "alpha_c_stated": -0.5335595450045648, "price_path": [0.8512, 0.8895, 1.0525, 1.2363, 1.1838, 1.2473, 1.2363, 1.6772, 1.7856, 1.6827, 1.5996, 1.6149, 1.837, 1.7254, 1.7079, 2.0613, 1.9508, 1.6893, 1.8326, 1.8009, 0.6182, 0.5274, 0.4354, 0.3419, 0.3807, 0.43, 0.3348, 0.4847, 0.3479, 0.0416, 0.0646, 0.1138, 0.0383, -0.0514, -0.0481, -0.0722, -0.0733, -0.0985, -0.1204, -0.1018, -0.0864, -0.0646, -0.0678, -0.0164, -0.0788, -0.1138, -0.0088, 0.0656, 0.0514, 0.0328, 0.0175, 0.0252, 0.0449, -0.0131, 0.0, -0.0022, -0.0383, -0.0284, 0.0098, 0.0613, 0.0306, 0.0492, 0.0328, 0.0, -0.0088, -0.0164, 0.0077, 0.0252, 0.0646, 0.1083, 0.151, 0.1357, 0.2505, 0.2845, 0.3151, 0.2987, 0.3676, 0.4037, 0.535, 0.7396, 0.6007, 0.5263, 0.6225, 0.512, 0.5208, 0.4387, 0.4289, 0.4278, 0.3523, 0.2133, 0.3435, 0.3665, 0.3031, 0.3129, 0.2713, 0.2987, 0.337, 0.3654, 0.4267, 0.3829, 0.4398, 0.4858, 0.4683, 0.5624, 0.5077, 0.6893, 0.4885, 0.512, 0.4387, 0.4705, 0.5197, 0.4737, 0.4234, 0.4059, 0.3961, 0.4639, 0.4748, 0.4453, 0.4387, 0.4048, 0.4344, 0.4015, 0.4508, 0.4486, 0.3534, 0.2746, 0.4026, 0.4519, 0.4365, 0.4551, 0.4825, 0.5175, 0.5131, 0.4759, 0.5602, 0.6171, 0.6346, 0.5492, 0.6357, 0.6641, 0.6751, 0.8129, 0.7363, 0.4912, 0.4267, 0.4442, 0.3616, 0.4748, 0.4508, 0.5175, 0.4562, 0.5153, 0.5, 0.5416, 0.5777, 0.5306, 0.5624, 0.4322, 0.4956, 0.3884, 0.3063, 0.3414, 0.3534, 0.3786, 0.3796, 0.4705, 0.4967, 0.5394, 0.5022, 0.4365, 0.4245, 0.6138, 0.4814, 0.4759, 0.4103, 0.3348, 0.3512, 0.3249, 0.6324, 0.5919, 0.663, 0.7144, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1991982773880619129", "ticker_idx": 0, "ts": "2025-11-21T21:31:17+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'd assume higher but yeah", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Agrees QURE would jump even higher than 50s if the person in question gets fired.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@byebyegoodguy I’d assume higher but yeah", "reply_text": null, "parent_text": "@A_May_MD If he gets fired, I imagine $QURE jumps to 50s instantly.", "quoted_text": null, "parent_author": "byebyegoodguy", "ret_m1d": 0.0010798696384228812, "ret_signed_m1d": 0.0010798696384228812, "alpha_spy_m1d": 0.015584981475826876, "alpha_c_m1d": 0.0052663850234011544, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.004186515384978273, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006479423807706386, "ret_signed_p1d": 0.006479423807706386, "alpha_spy_p1d": -0.002926596284421157, "alpha_c_p1d": -0.016127798912454416, "bench_spy_p1d": 0.009406020092127543, "bench_c_p1d": 0.022607222720160802, "ret_p1w": -0.08855294928066249, "ret_signed_p1w": -0.08855294928066249, "alpha_spy_p1w": -0.10769370782681076, "alpha_c_p1w": -0.08275620517740168, "bench_spy_p1w": 0.019140758546148273, "bench_c_p1w": -0.005796744103260809, "ret_p1m": -0.09323254458495978, "ret_signed_p1m": -0.09323254458495978, "alpha_spy_p1m": -0.1286579297960384, "alpha_c_p1m": -0.10098380190719936, "bench_spy_p1m": 0.03542538521107863, "bench_c_p1m": 0.00775125732223958, "ret_p3m": -0.38390931072418066, "ret_signed_p3m": -0.38390931072418066, "alpha_spy_p3m": -0.41771484694140715, "alpha_c_p3m": -0.40213904620189567, "bench_spy_p3m": 0.033805536217226484, "bench_c_p3m": 0.018229735477715003, "ret_p6m": -0.10547157065349899, "ret_signed_p6m": -0.10547157065349899, "alpha_spy_p6m": -0.24030425972522385, "alpha_c_p6m": -0.08541110184781542, "bench_spy_p6m": 0.13483268907172485, "bench_c_p6m": -0.020060468805683573, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09323254458495978, "alpha_spy_stated": -0.1286579297960384, "alpha_c_stated": -0.10098380190719936, "price_path": [-0.4316, -0.433, -0.4147, -0.4122, -0.3877, -0.3744, -0.3618, -0.3539, -0.3726, -0.3704, -0.3708, -0.3902, -0.4066, -0.466, -0.4791, -0.4903, -0.4694, -0.5007, -0.5022, -0.5083, 0.7099, 0.8952, 0.955, 1.1382, 1.1012, 0.9795, 0.9618, 0.977, 0.9046, 1.085, 1.1587, 1.2912, 1.2158, 1.2325, 1.1224, 1.2617, 1.1595, 1.0878, 1.3009, 1.2703, 1.1566, 1.1357, 1.1962, 1.4449, 1.5198, 1.541, 1.4428, 1.4366, 0.2343, 0.0958, -0.0619, -0.0097, 0.0004, -0.0587, 0.1102, 0.0842, 0.0922, 0.0756, 0.0918, 0.0695, 0.0061, 0.0043, 0.0011, 0.0, 0.0065, -0.0054, -0.0097, -0.0436, -0.0886, -0.0828, -0.1814, -0.2322, -0.2163, -0.252, -0.275, -0.2891, -0.2977, -0.2646, -0.212, -0.171, -0.1386, -0.1364, -0.1008, -0.1296, -0.0932, -0.1069, -0.1159, -0.144, -0.1386, -0.158, -0.1854, -0.1969, -0.1692, -0.1667, -0.0886, -0.1706, -0.2261, -0.1955, -0.2088, -0.1778, -0.1937, -0.2174, -0.1832, -0.0972, -0.0904, -0.1228, -0.1713, -0.1485, -0.1821, -0.1109, 0.0007, -0.0407, -0.1174, -0.0767, -0.0623, -0.1105, -0.1321, -0.1947, -0.2621, -0.2171, -0.1566, -0.1217, -0.1566, -0.1193, -0.135, -0.1048, -0.3839, -0.4374, -0.622, -0.6749, -0.6746, -0.6166, -0.4863, -0.3524, -0.3427, -0.3679, -0.3902, -0.441, -0.4262, -0.4377, -0.4698, -0.4507, -0.4208, -0.4269, -0.4536, -0.4111, -0.4384, -0.4683, -0.4698, -0.4114, -0.392, -0.3823, -0.374, -0.383, -0.428, -0.4132, -0.4464, -0.3549, -0.3848, -0.379, -0.3949, -0.3672, -0.3506, -0.3719, -0.36, -0.3686, -0.351, -0.3557, -0.3503, -0.3978, -0.2819, -0.3114, -0.2556, -0.2383, -0.1785, -0.1307, -0.0043, -0.005, 0.0475, 0.05, -0.0011, -0.0263, -0.1026, -0.1112, -0.1145, -0.1087, -0.1292, -0.0947, -0.094, -0.1055]}
{"unit_id": "thread:2009025018957615252", "ticker_idx": 0, "ts": "2026-01-07T22:11:05+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "expanding the UC market on their own will be looked back on as the key piece that ultimately took the M&A value to the next level", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX: UC market expansion + DSMB milestone drives M&A value higher.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Prediction:   High penetration of the existing UC market is one thing, but $ABVX expanding the UC market on their own will be looked back on as the key piece that ultimately took the M&A value to the next level.\n\nDo the math on how many of these current \"conventional therapy\" patients you actually need to treat with Obe to move the needle...\n\n---\n\nOh, and yet another DSMB hurdle achieved.  Beautiful.  What a drug!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09515980341542418, "ret_signed_m1d": 0.09515980341542418, "alpha_spy_m1d": 0.0950582657923087, "alpha_c_m1d": 0.08542029054513556, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.009739512870288625, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009438015049375692, "ret_signed_p1d": -0.009438015049375692, "alpha_spy_p1d": -0.01605139804626432, "alpha_c_p1d": -0.004315403174288135, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": -0.005122611875087557, "ret_p1w": 0.011343018548961581, "ret_signed_p1w": 0.011343018548961581, "alpha_spy_p1w": 0.007383674177660948, "alpha_c_p1w": 0.018679072391715068, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": -0.007336053842753487, "ret_p1m": 0.03714608186752044, "ret_signed_p1m": 0.03714608186752044, "alpha_spy_p1m": 0.030706674377372067, "alpha_c_p1m": 0.04852976071020121, "bench_spy_p1m": 0.0064394074901483744, "bench_c_p1m": -0.011383678842680767, "ret_p3m": 0.09221579117562628, "ret_signed_p3m": 0.09221579117562628, "alpha_spy_p3m": 0.10410014258158862, "alpha_c_p3m": 0.156751631145022, "bench_spy_p3m": -0.011884351405962335, "bench_c_p3m": -0.06453583996939571, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03714608186752044, "alpha_spy_stated": 0.030706674377372067, "alpha_c_stated": 0.04852976071020121, "price_path": [-0.2509, -0.2154, -0.1881, -0.172, -0.153, -0.1721, -0.1955, -0.1971, -0.2078, -0.2063, -0.2146, -0.2166, -0.2141, -0.1788, -0.184, -0.1433, -0.097, -0.1132, -0.1441, -0.1459, -0.1375, -0.1004, -0.0885, -0.0811, -0.0557, -0.1044, -0.1263, -0.0442, -0.0162, -0.0144, -0.022, 0.0642, 0.0314, 0.0885, 0.1103, 0.0882, 0.0809, 0.0384, -0.0057, -0.0395, -0.042, -0.0085, -0.0038, 0.0654, 0.1043, 0.1524, 0.0871, 0.021, -0.0391, -0.0404, -0.0163, -0.0048, 0.2011, 0.1979, 0.2582, 0.2322, 0.2157, 0.1979, 0.1677, 0.1583, 0.067, 0.0313, 0.0952, 0.0, -0.0094, 0.0217, 0.0359, 0.0824, 0.0113, 0.0139, 0.029, 0.0391, 0.0705, 0.0574, 0.0467, 0.0294, -0.0131, -0.0169, -0.0376, -0.0349, -0.0188, -0.0166, -0.0414, 0.0189, 0.0371, 0.032, 0.063, 0.0784, 0.0823, 0.0878, 0.0995, 0.1277, 0.1287, 0.1508, 0.1108, 0.0679, 0.0345, 0.0501, -0.0206, -0.038, 0.0111, -0.0242, -0.0533, -0.0509, -0.0018, -0.0275, 0.0129, 0.0001, 0.0629, 0.0964, 0.0736, 0.0652, 0.042, -0.0006, -0.0461, -0.0415, -0.052, -0.1127, -0.1211, -0.0358, -0.0045, 0.0249, 0.0345, 0.0086, 0.03, 0.0883, 0.0922, 0.0504, 0.0893, 0.0519, 0.0604, 0.0404, -0.0044, -0.0352, 0.0043, -0.0216, -0.0081, -0.0311, -0.0487, -0.0801, 0.0164, 0.0184, 0.0142, 0.0718, 0.0957, 0.0793, 0.0628, 0.0575, 0.0511, 0.0556, 0.0477, -0.0083, -0.0168, -0.0152, 0.0382, 0.0739, 0.0563, 0.0946, 0.1233, 0.1213, 0.1484, 0.123, -0.3722, -0.2194, -0.0914, -0.1209, -0.1209, -0.1106, -0.1512, -0.1266, -0.164, -0.1492, -0.1558, -0.1328, -0.1415, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1968673719586271355", "ticker_idx": 0, "ts": "2025-09-18T13:49:25+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if Rezpeg can take *any* share of 1L it's HUGE, and if Rezpeg can get to the same (or better?) efficacy at longer timepoints...2L is a lock. That's a multi-billion dollar drug.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR: Rezpeg as even a partial 1L player or lock in 2L represents multi-billion dollar drug potential.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@byebyegoodguy Dupi will always dominate 1L, but if Rezpeg can take *any* share of 1L it's HUGE, and if Rezpeg can get to the same (or better?) efficacy at longer timepoints...2L is a lock.  That's a multi-billion dollar drug.", "reply_text": null, "parent_text": "@A_May_MD Are you saying Rezpeg could be the 1L therapy for Atd?$NKTR", "quoted_text": null, "parent_author": "byebyegoodguy", "ret_m1d": -0.13087132141545532, "ret_signed_m1d": -0.13087132141545532, "alpha_spy_m1d": -0.1262206457773677, "alpha_c_m1d": -0.12890733145859856, "bench_spy_m1d": -0.004650675638087631, "bench_c_m1d": -0.00196398995685676, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061606518640048735, "ret_signed_p1d": -0.061606518640048735, "alpha_spy_p1d": -0.066559387090942, "alpha_c_p1d": -0.06029715452213513, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": -0.0013093641179136029, "ret_p1w": -0.05343770386898994, "ret_signed_p1w": -0.05343770386898994, "alpha_spy_p1w": -0.049835524539779685, "alpha_c_p1w": -0.03360373281330176, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": -0.019833971055688182, "ret_p1m": -0.016848160177818428, "ret_signed_p1m": -0.016848160177818428, "alpha_spy_p1m": -0.022845797613348595, "alpha_c_p1m": -0.06380547681905491, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": 0.04695731664123648, "ret_p3m": -0.22685497612535688, "ret_signed_p3m": -0.22685497612535688, "alpha_spy_p3m": -0.2434669148008093, "alpha_c_p3m": -0.3506879891920125, "bench_spy_p3m": 0.01661193867545241, "bench_c_p3m": 0.12383301306665562, "ret_p6m": 0.2290674486666444, "ret_signed_p6m": 0.2290674486666444, "alpha_spy_p6m": 0.24143219455305287, "alpha_c_p6m": 0.1625340983923469, "bench_spy_p6m": -0.012364745886408457, "bench_c_p6m": 0.06653335027429752, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.016848160177818428, "alpha_spy_stated": -0.022845797613348595, "alpha_c_stated": -0.06380547681905491, "price_path": [-0.8535, -0.8552, -0.8376, -0.5839, -0.5044, -0.4949, -0.5616, -0.5602, -0.5815, -0.5655, -0.5786, -0.6006, -0.6132, -0.6025, -0.5728, -0.5744, -0.5846, -0.595, -0.5892, -0.5461, -0.5756, -0.5781, -0.5834, -0.5745, -0.5817, -0.5745, -0.5975, -0.6101, -0.6244, -0.631, -0.6093, -0.604, -0.6161, -0.6179, -0.6299, -0.6076, -0.6176, -0.5984, -0.5623, -0.5458, -0.5361, -0.5332, -0.5453, -0.5414, -0.5235, -0.54, -0.5381, -0.5102, -0.5017, -0.5007, -0.4918, -0.5049, -0.5141, -0.3877, -0.3162, -0.2456, -0.1734, -0.1801, -0.1967, -0.1715, -0.1659, -0.151, -0.1309, 0.0, -0.0616, 0.0022, 0.0143, 0.0267, -0.0534, -0.0044, 0.0027, -0.0317, 0.0015, 0.0296, 0.0305, 0.0199, -0.0129, -0.0374, -0.0531, -0.0752, -0.0231, -0.0286, -0.0318, -0.0647, -0.0168, 0.072, 0.0106, 0.0514, 0.083, 0.0228, 0.0648, 0.0368, 0.0148, 0.0688, 0.105, 0.0197, -0.0466, -0.0766, -0.0619, -0.0475, -0.0134, 0.0085, -0.0186, -0.0819, -0.0354, 0.014, 0.007, 0.0271, -0.0621, -0.0762, -0.002, 0.0271, 0.1179, 0.1098, 0.04, -0.0665, -0.0277, -0.0182, -0.0317, -0.0252, 0.0003, -0.0174, -0.13, -0.0691, -0.0929, -0.1634, -0.2269, -0.2512, -0.2029, -0.26, -0.2434, -0.2522, -0.2429, -0.2728, -0.2869, -0.2805, -0.2611, -0.2432, -0.2687, -0.2595, -0.2948, -0.3242, -0.3402, -0.3775, -0.3858, -0.3982, -0.3587, -0.3834, -0.3717, -0.3783, -0.3684, -0.3673, -0.3528, -0.3889, -0.4004, -0.3647, -0.3513, -0.3387, -0.3594, -0.4023, -0.3736, -0.3691, -0.047, 0.1292, 0.2083, 0.2139, 0.2563, 0.2454, 0.257, 0.2548, 0.2529, 0.1644, 0.1976, 0.1215, 0.1739, 0.1634, 0.1591, 0.2102, 0.233, 0.2032, 0.1768, 0.2265, 0.248, 0.1974, 0.2466, 0.2289, 0.2774, 0.2454, 0.2737, 0.2291]}
{"unit_id": "reply:1972629820225003807", "ticker_idx": 0, "ts": "2025-09-29T11:49:33+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yeah penetration is going to be astronomically higher than 4%.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish QURE; expects HD market penetration far above the 4% assumption in parent's valuation model, implying much higher peak sales and fair value.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MattyKirsh Yeah penetration is going to be astronomically higher than 4%.", "reply_text": null, "parent_text": "@A_May_MD I've been long since pre-data so I'm a fan but how do you read commercial potential?\n\nI want to buy into the 20,000 diagnosed US HD patients so lets say you treat ~4% of those in your peak year (20K * 4% * $3M = $2.4B peak sales) so ~$6-$8B fair valuation upon approval, but $qure", "quoted_text": null, "parent_author": "MattyKirsh", "ret_m1d": -0.08569023605782777, "ret_signed_m1d": -0.08569023605782777, "alpha_spy_m1d": -0.08288766574923534, "alpha_c_m1d": -0.08274693735546745, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.0029432987023603197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01734011056456619, "ret_signed_p1d": -0.01734011056456619, "alpha_spy_p1d": -0.02110694531992452, "alpha_c_p1d": -0.041401996374856975, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": 0.024061885810290784, "ret_p1w": -0.109259284709602, "ret_signed_p1w": -0.109259284709602, "alpha_spy_p1w": -0.12120776281489232, "alpha_c_p1w": -0.16974500145706906, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": 0.060485716747467055, "ret_p1m": 0.17845114817889307, "ret_signed_p1m": 0.17845114817889307, "alpha_spy_p1m": 0.1432233660872655, "alpha_c_p1m": 0.10817881605849866, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.07027233212039441, "ret_p3m": -0.5865320061441028, "ret_signed_p3m": -0.5865320061441028, "alpha_spy_p3m": -0.6260126033705002, "alpha_c_p3m": -0.7379190735866972, "bench_spy_p3m": 0.03948059722639741, "bench_c_p3m": 0.15138706744259434, "ret_p6m": -0.7247474753961666, "ret_signed_p6m": -0.7247474753961666, "alpha_spy_p6m": -0.710226945437391, "alpha_c_p6m": -0.8126032886318851, "bench_spy_p6m": -0.014520529958775619, "bench_c_p6m": 0.08785581323571856, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17845114817889307, "alpha_spy_stated": 0.1432233660872655, "alpha_c_stated": 0.10817881605849866, "price_path": [-0.7653, -0.7645, -0.7596, -0.7572, -0.7591, -0.7569, -0.7497, -0.7495, -0.7576, -0.7551, -0.765, -0.7572, -0.7441, -0.7476, -0.7559, -0.7601, -0.7411, -0.7439, -0.7456, -0.7478, -0.7697, -0.7566, -0.7657, -0.7694, -0.7682, -0.7643, -0.7729, -0.7736, -0.7764, -0.7623, -0.7593, -0.7542, -0.7343, -0.7276, -0.7364, -0.7419, -0.7394, -0.7382, -0.7357, -0.7382, -0.7342, -0.7348, -0.7263, -0.7251, -0.7136, -0.7074, -0.7015, -0.6978, -0.7066, -0.7056, -0.7057, -0.7148, -0.7225, -0.7503, -0.7564, -0.7616, -0.7519, -0.7665, -0.7672, -0.77, -0.2003, -0.1136, -0.0857, 0.0, -0.0173, -0.0742, -0.0825, -0.0754, -0.1093, -0.0249, 0.0096, 0.0715, 0.0363, 0.0441, -0.0074, 0.0577, 0.0099, -0.0236, 0.0761, 0.0618, 0.0086, -0.0012, 0.0271, 0.1434, 0.1785, 0.1884, 0.1424, 0.1396, -0.4227, -0.4875, -0.5613, -0.5369, -0.5322, -0.5598, -0.4808, -0.4929, -0.4892, -0.497, -0.4894, -0.4998, -0.5295, -0.5303, -0.5318, -0.5323, -0.5293, -0.5348, -0.5369, -0.5527, -0.5737, -0.571, -0.6172, -0.6409, -0.6335, -0.6502, -0.6609, -0.6675, -0.6715, -0.6561, -0.6315, -0.6123, -0.5971, -0.5961, -0.5795, -0.5929, -0.5759, -0.5823, -0.5865, -0.5997, -0.5971, -0.6062, -0.619, -0.6244, -0.6114, -0.6103, -0.5737, -0.6121, -0.638, -0.6237, -0.63, -0.6155, -0.6229, -0.634, -0.618, -0.5778, -0.5746, -0.5897, -0.6125, -0.6018, -0.6175, -0.5842, -0.532, -0.5513, -0.5872, -0.5682, -0.5614, -0.584, -0.5941, -0.6234, -0.6549, -0.6338, -0.6056, -0.5892, -0.6056, -0.5881, -0.5955, -0.5813, -0.7119, -0.7369, -0.8232, -0.848, -0.8478, -0.8207, -0.7598, -0.6971, -0.6926, -0.7044, -0.7148, -0.7386, -0.7316, -0.737, -0.752, -0.7431, -0.7291, -0.732, -0.7444, -0.7246, -0.7374, -0.7513, -0.752, -0.7247]}
{"unit_id": "thread:1986083869179662577", "ticker_idx": 0, "ts": "2025-11-05T14:51:08+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "one of this dips I've bought is…. $VKTK", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought VKTX dip on obesity M&A thesis; still bearish NTLA despite covering; PFE pressured to do obesity M&A if NVO wins MTSR bid.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Well, with all this dip buying in the last couple days I made the sad decision to cover the $NTLA short (IMO too early).  \n\nPerhaps even more disturbing is that one of this dips I’ve bought is…. $VKTK\n\nThe bidding war escalating to ~$10B for $MTSR has gotten too significant to ignore.  It also seems like the momentum favors $NVO winning over $PFE, which would leave $PFE with basically nothing in obesity.  \n\n$PFE wins, $NVO doesn’t necessarily need to do anything in obesity.  $NVO wins, I do think $PFE is pressured to do obesity M&A, and like it or not $VKTX *does* make sense on paper. \n\nNo, I’m not joining any cults here, but $VKTX being down in spite of the obesity bidding war evolving as it has doesn’t make much sense to me, so it’s worth a bet.\n\nIt’s still very much my opinion that $NTLA should trade Significantly lower, but as previously noted, my margin capabilities are heavily constrained by a large unmarginable $ABVX position at present.  Gotta make tough decisions, and in a bull market dip, covering shorts to return to long bets just makes sense.\n\nCovering $NTLA to buy $VKTX kind of has me like 🤢…but oh well - sometimes you’ve got to hold your nose and push the button!\n\n---\n\n$VKTX $MTSR $NVO $PFE\n\n---\n\n$VKTX should insert themselves into this conversation and offer to sell themselves for $50-$60/share\n\n$NVO $PFE $MTSR https://t.co/hrSu4Tm56N", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05045242914725667, "ret_signed_m1d": -0.05045242914725667, "alpha_spy_m1d": -0.04699892054454713, "alpha_c_m1d": -0.04660785169689974, "bench_spy_m1d": -0.003453508602709543, "bench_c_m1d": -0.003844577450356934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021935816020933085, "ret_signed_p1d": 0.021935816020933085, "alpha_spy_p1d": 0.03266517989017059, "alpha_c_p1d": 0.020013685747909404, "bench_spy_p1d": -0.010729363869237507, "bench_c_p1d": 0.0019221302730236811, "ret_p1w": 0.11817925457449863, "ret_signed_p1w": 0.11817925457449863, "alpha_spy_p1w": 0.10961932333950064, "alpha_c_p1w": 0.0690238045598155, "bench_spy_p1w": 0.008559931234997986, "bench_c_p1w": 0.04915545001468313, "ret_p1m": 0.05703312165442598, "ret_signed_p1m": 0.05703312165442598, "alpha_spy_p1m": 0.04506409496911479, "alpha_c_p1m": 0.004857045394572879, "bench_spy_p1m": 0.01196902668531119, "bench_c_p1m": 0.0521760762598531, "ret_p3m": -0.22018098211872483, "ret_signed_p3m": -0.22018098211872483, "alpha_spy_p3m": -0.2424376934092567, "alpha_c_p3m": -0.30751843661654776, "bench_spy_p3m": 0.02225671129053186, "bench_c_p3m": 0.08733745449782293, "ret_p6m": -0.14093778790660472, "ret_signed_p6m": -0.14093778790660472, "alpha_spy_p6m": -0.23574579048456568, "alpha_c_p6m": -0.13430191729652163, "bench_spy_p6m": 0.09480800257796096, "bench_c_p6m": -0.006635870610083083, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05703312165442598, "alpha_spy_stated": 0.04506409496911479, "alpha_c_stated": 0.004857045394572879, "price_path": [-0.025, 0.0389, 0.0472, 0.093, 0.1316, 0.1034, 0.0976, 0.1541, -0.3321, -0.2956, -0.2964, -0.2871, -0.2912, -0.286, -0.2701, -0.2438, -0.2583, -0.2462, -0.2643, -0.2726, -0.2602, -0.3013, -0.3071, -0.2906, -0.2942, -0.3197, -0.3396, -0.3504, -0.3669, -0.286, -0.3035, -0.2802, -0.3153, -0.2698, -0.312, -0.2989, -0.2923, -0.2794, -0.2495, -0.2355, -0.1851, -0.1149, -0.1353, -0.1124, -0.0409, -0.0798, -0.0702, -0.0938, -0.037, -0.0477, -0.0805, -0.0746, -0.0957, -0.1385, -0.0699, -0.0562, -0.0148, -0.0422, -0.0343, 0.0466, 0.0441, -0.0129, -0.0505, 0.0, 0.0219, 0.0082, 0.0356, 0.1132, 0.1182, 0.0694, 0.0724, 0.048, 0.0354, -0.0118, -0.0603, -0.0606, -0.0499, -0.0277, -0.0055, 0.0093, -0.0526, -0.071, -0.0291, 0.0576, 0.057, 0.0414, 0.0222, 0.0291, 0.0203, 0.0167, -0.0088, -0.0206, -0.0595, -0.0691, -0.0351, -0.0293, -0.0016, 0.0241, 0.0195, -0.0003, -0.0315, -0.0354, -0.0288, -0.1187, -0.1143, -0.1121, -0.1322, -0.1228, -0.1291, -0.1585, -0.0584, -0.1259, -0.0699, -0.0809, -0.0847, -0.0653, -0.1165, -0.13, -0.139, -0.1662, -0.1708, -0.2037, -0.1796, -0.1936, -0.1895, -0.2791, -0.2202, -0.1966, -0.2117, -0.2172, -0.164, -0.2048, -0.1651, -0.1733, -0.1472, -0.1492, -0.0551, -0.0746, -0.0919, -0.096, -0.0721, -0.0858, -0.1245, -0.1187, -0.136, -0.0957, -0.0784, -0.0496, -0.0195, -0.0274, -0.023, -0.0126, -0.0258, -0.0801, -0.0699, -0.1135, -0.1075, -0.1179, -0.0897, -0.0609, -0.1083, -0.1796, -0.1078, -0.0962, -0.0458, -0.0696, -0.076, -0.0768, -0.0417, -0.0606, -0.04, -0.026, -0.028, -0.0263, -0.0348, -0.0258, -0.0732, -0.0609, -0.1006, -0.102, -0.0956, -0.1119, -0.1409, -0.1451, -0.1774, -0.1291, -0.1415, -0.1149, -0.1341, -0.1409]}
{"unit_id": "thread:1986083869179662577", "ticker_idx": 1, "ts": "2025-11-05T14:51:08+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's still very much my opinion that $NTLA should trade Significantly lower", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought VKTX dip on obesity M&A thesis; still bearish NTLA despite covering; PFE pressured to do obesity M&A if NVO wins MTSR bid.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Well, with all this dip buying in the last couple days I made the sad decision to cover the $NTLA short (IMO too early).  \n\nPerhaps even more disturbing is that one of this dips I’ve bought is…. $VKTK\n\nThe bidding war escalating to ~$10B for $MTSR has gotten too significant to ignore.  It also seems like the momentum favors $NVO winning over $PFE, which would leave $PFE with basically nothing in obesity.  \n\n$PFE wins, $NVO doesn’t necessarily need to do anything in obesity.  $NVO wins, I do think $PFE is pressured to do obesity M&A, and like it or not $VKTX *does* make sense on paper. \n\nNo, I’m not joining any cults here, but $VKTX being down in spite of the obesity bidding war evolving as it has doesn’t make much sense to me, so it’s worth a bet.\n\nIt’s still very much my opinion that $NTLA should trade Significantly lower, but as previously noted, my margin capabilities are heavily constrained by a large unmarginable $ABVX position at present.  Gotta make tough decisions, and in a bull market dip, covering shorts to return to long bets just makes sense.\n\nCovering $NTLA to buy $VKTX kind of has me like 🤢…but oh well - sometimes you’ve got to hold your nose and push the button!\n\n---\n\n$VKTX $MTSR $NVO $PFE\n\n---\n\n$VKTX should insert themselves into this conversation and offer to sell themselves for $50-$60/share\n\n$NVO $PFE $MTSR https://t.co/hrSu4Tm56N", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10095798941555012, "ret_signed_m1d": 0.10095798941555012, "alpha_spy_m1d": 0.09750448081284058, "alpha_c_m1d": 0.09711341196519319, "bench_spy_m1d": -0.003453508602709543, "bench_c_m1d": -0.003844577450356934, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09211496154099152, "ret_signed_p1d": 0.09211496154099152, "alpha_spy_p1d": 0.08138559767175402, "alpha_c_p1d": 0.0940370918140152, "bench_spy_p1d": -0.010729363869237507, "bench_c_p1d": 0.0019221302730236811, "ret_p1w": -0.30066322884754537, "ret_signed_p1w": 0.30066322884754537, "alpha_spy_p1w": 0.30922316008254336, "alpha_c_p1w": 0.3498186788622285, "bench_spy_p1w": 0.008559931234997986, "bench_c_p1w": 0.04915545001468313, "ret_p1m": -0.2918202009729868, "ret_signed_p1m": 0.2918202009729868, "alpha_spy_p1m": 0.30378922765829797, "alpha_c_p1m": 0.3439962772328399, "bench_spy_p1m": 0.01196902668531119, "bench_c_p1m": 0.0521760762598531, "ret_p3m": -0.09506263749917776, "ret_signed_p3m": 0.09506263749917776, "alpha_spy_p3m": 0.11731934878970962, "alpha_c_p3m": 0.1824000919970007, "bench_spy_p3m": 0.02225671129053186, "bench_c_p3m": 0.08733745449782293, "ret_p6m": 0.038319857734558926, "ret_signed_p6m": -0.038319857734558926, "alpha_spy_p6m": 0.05648814484340203, "alpha_c_p6m": -0.04495572834464201, "bench_spy_p6m": 0.09480800257796096, "bench_c_p6m": -0.006635870610083083, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2918202009729868, "alpha_spy_stated": 0.30378922765829797, "alpha_c_stated": 0.3439962772328399, "price_path": [-0.1555, -0.2049, -0.2085, -0.1997, -0.1894, -0.1968, -0.1901, -0.2093, -0.2417, -0.2476, -0.2539, -0.2248, -0.1614, -0.1629, -0.1584, -0.1452, -0.1632, -0.1599, -0.1371, -0.1437, -0.1113, -0.1275, -0.1245, -0.168, -0.1584, -0.1584, -0.1474, -0.0958, -0.0855, 0.1872, 0.1489, 0.2719, 0.2587, 0.3088, 0.224, 0.2019, 0.2469, 0.2727, 0.3825, 0.5063, 0.4709, 0.5136, 0.5063, 0.8032, 0.8762, 0.8069, 0.7509, 0.7612, 0.9108, 0.8357, 0.8239, 1.0619, 0.9875, 0.8113, 0.9079, 0.8865, 0.0899, 0.0287, -0.0332, -0.0962, -0.07, -0.0368, -0.101, 0.0, -0.0921, -0.2985, -0.283, -0.2498, -0.3007, -0.3611, -0.3589, -0.3751, -0.3758, -0.3928, -0.4075, -0.395, -0.3847, -0.3699, -0.3721, -0.3375, -0.3795, -0.4031, -0.3324, -0.2822, -0.2918, -0.3043, -0.3147, -0.3095, -0.2962, -0.3353, -0.3265, -0.3279, -0.3522, -0.3456, -0.3198, -0.2852, -0.3058, -0.2933, -0.3043, -0.3265, -0.3324, -0.3375, -0.3213, -0.3095, -0.283, -0.2535, -0.2248, -0.2351, -0.1577, -0.1349, -0.1142, -0.1253, -0.0789, -0.0545, 0.0339, 0.1717, 0.0781, 0.028, 0.0929, 0.0184, 0.0243, -0.031, -0.0376, -0.0383, -0.0892, -0.1828, -0.0951, -0.0796, -0.1223, -0.1157, -0.1437, -0.1253, -0.0995, -0.0803, -0.0391, -0.0685, -0.0302, 0.0007, -0.0111, 0.0523, 0.0155, 0.1378, 0.0026, 0.0184, -0.031, -0.0096, 0.0236, -0.0074, -0.0413, -0.0531, -0.0597, -0.014, -0.0066, -0.0265, -0.031, -0.0538, -0.0339, -0.056, -0.0228, -0.0243, -0.0884, -0.1415, -0.0553, -0.0221, -0.0324, -0.0199, -0.0015, 0.0221, 0.0192, -0.0059, 0.0508, 0.0892, 0.101, 0.0435, 0.1017, 0.1209, 0.1282, 0.2211, 0.1695, 0.0044, -0.0391, -0.0273, -0.0829, -0.0066, -0.0228, 0.0221, -0.0192, 0.0206, 0.0103, 0.0383]}
{"unit_id": "reply:2003480709886017682", "ticker_idx": 0, "ts": "2025-12-23T14:59:58+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "there's still a long way to go (down) before that really sinks in for most people", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS; stock has a long way down before retail bulls capitulate.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@paulcerro A few people are starting to realize the constant bullishness fed to them on $HIMS was all pumping bullshit from overly promotional accounts (in some cases fraudsters - Linares).  \n\nBut there’s still a long way to go (down) before that really sinks in for most people.", "reply_text": null, "parent_text": "If you follow any $HIMS pumper accounts that said this would be bullish for them, you should do yourself a favor and unfollow them because they have absolutely no idea what they're talking about.\n\nChoose your information sources wisely. The cult is nothing but a joke. https://t.co/42jQaRRmeR", "quoted_text": null, "parent_author": "paulcerro", "ret_m1d": 0.007183908203473699, "ret_signed_m1d": -0.007183908203473699, "alpha_spy_m1d": -0.01173351700044245, "alpha_c_m1d": -0.01173351700044245, "bench_spy_m1d": -0.0045496087969687515, "bench_c_m1d": -0.0045496087969687515, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003735662958773589, "ret_signed_p1d": 0.003735662958773589, "alpha_spy_p1d": 0.00725333735501843, "alpha_c_p1d": 0.00725333735501843, "bench_spy_p1d": 0.003517674396244841, "bench_c_p1d": 0.003517674396244841, "ret_p1w": -0.0669539674551507, "ret_signed_p1w": 0.0669539674551507, "alpha_spy_p1w": 0.05817440871101398, "alpha_c_p1w": 0.05817440871101398, "bench_spy_p1w": -0.008779558744136717, "bench_c_p1w": -0.008779558744136717, "ret_p1m": -0.12988501866406443, "ret_signed_p1m": 0.12988501866406443, "alpha_spy_p1m": 0.13681851187439087, "alpha_c_p1m": 0.13681851187439087, "bench_spy_p1m": 0.006933493210326436, "bench_c_p1m": 0.006933493210326436, "ret_p3m": -0.4005746819633107, "ret_signed_p3m": 0.4005746819633107, "alpha_spy_p3m": 0.3408208638729209, "alpha_c_p3m": 0.3408208638729209, "bench_spy_p3m": -0.05975381809038982, "bench_c_p3m": -0.05975381809038982, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12988501866406443, "alpha_spy_stated": 0.13681851187439087, "alpha_c_stated": 0.13681851187439087, "price_path": [0.5302, 0.5767, 0.6782, 0.6989, 0.6299, 0.6181, 0.6629, 0.5098, 0.5736, 0.6658, 0.6716, 0.6739, 0.5503, 0.5727, 0.5523, 0.8034, 0.6997, 0.4305, 0.4759, 0.4184, 0.3638, 0.3934, 0.4017, 0.3859, 0.354, 0.3399, 0.2661, 0.3063, 0.2756, 0.2296, 0.2566, 0.1931, 0.179, 0.1796, 0.1422, 0.1213, 0.0359, 0.0626, 0.0224, 0.042, 0.0296, -0.0339, -0.0026, 0.0856, 0.0658, 0.1034, 0.1425, 0.0779, 0.0434, 0.0652, 0.15, 0.1264, 0.1241, 0.1443, 0.0885, 0.0853, 0.0693, 0.0417, 0.0592, 0.0049, -0.0009, 0.0218, 0.0072, 0.0, -0.0037, -0.0141, -0.0201, -0.0506, -0.067, -0.0399, -0.0026, 0.019, 0.019, -0.0267, -0.0894, -0.0707, -0.0747, -0.1, -0.1026, -0.0983, -0.1244, -0.1698, -0.123, -0.1489, -0.1299, -0.1471, -0.1761, -0.1417, -0.2216, -0.2402, -0.2661, -0.2989, -0.3253, -0.3385, -0.4445, -0.5046, -0.5204, -0.546, -0.5316, -0.5325, -0.5448, -0.5454, -0.5509, -0.5543, -0.5557, -0.5454, -0.5517, -0.5828, -0.5264, -0.5454, -0.5273, -0.5437, -0.5477, -0.3632, -0.3256, -0.2563, -0.3149, -0.2882, -0.2851, -0.2822, -0.3348, -0.3057, -0.3672, -0.3546, -0.3868, -0.4011, -0.4006, -0.4431, -0.4603, -0.4034, -0.4299, -0.45, -0.4158, -0.4397, -0.4428, -0.4325, -0.4417, -0.3922, -0.3862, -0.302, -0.2244, -0.1718, -0.1089, -0.1448, -0.1664, -0.1911, -0.1218, -0.1555, -0.198, -0.2434, -0.2193, -0.2124, -0.2164, -0.2434, -0.2276, -0.2629, -0.1876, -0.1626, -0.2807, -0.3063, -0.3034, -0.2802, -0.3595, -0.3552, -0.3379, -0.3101, -0.3175, -0.3147, -0.2759, -0.2707, -0.2486, -0.2023, -0.2095, -0.2095, -0.1951, -0.2474, -0.2193, -0.1672, -0.2017, -0.1704, -0.2293, -0.133, -0.0957, -0.0836, 0.0193, null, null, null, null, null]}
{"unit_id": "quote:1963986193072492617", "ticker_idx": 0, "ts": "2025-09-05T15:22:52+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the biotech revival could be *very* strong through year end if jobs look bad, the economy gets sluggish, and rates come down. The rotation from nosebleed valuation generalist tech stuff into beaten up biotech could be pretty violent.", "tweet_type": "prediction", "timeline": "months", "summary": "Strongly bullish biotech ETFs XBI and BBC into year-end on rate-cut thesis and rotation out of high-valuation tech.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$XBI and $BBC already with a >2% delta over the major indices today.  \n\nSeriously, the biotech revival could be *very* strong through year end if jobs look bad, the economy gets sluggish, and rates come down.  The rotation from nosebleed valuation generalist tech stuff into  beaten up biotech could be pretty violent.  \n\nFrankly, we deserve it after years of misery while the rest of the market has constantly made new all time highs! \n\nLet’s see what the yearly revision in jobs data looks like on Tuesday.  Jobs way down would mean biotech way up.", "reply_text": null, "parent_text": null, "quoted_text": "$XBI $BBC should like the “bad” jobs print today. \n\nBig jobs data this coming Tuesday as well. \n\nCould it finally be biotech’s turn?", "parent_author": null, "ret_m1d": -0.020949003341176997, "ret_signed_m1d": -0.020949003341176997, "alpha_spy_m1d": -0.023853610027931627, "alpha_c_m1d": -0.023853610027931627, "bench_spy_m1d": 0.0029046066867546294, "bench_c_m1d": 0.0029046066867546294, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010893472113282399, "ret_signed_p1d": -0.010893472113282399, "alpha_spy_p1d": -0.01335014542902957, "alpha_c_p1d": -0.01335014542902957, "bench_spy_p1d": 0.002456673315747171, "bench_c_p1d": 0.002456673315747171, "ret_p1w": -0.014140573245240429, "ret_signed_p1w": -0.014140573245240429, "alpha_spy_p1w": -0.029853519082201352, "alpha_c_p1w": -0.029853519082201352, "bench_spy_p1w": 0.015712945836960923, "bench_c_p1w": 0.015712945836960923, "ret_p1m": 0.08588324647556345, "ret_signed_p1m": 0.08588324647556345, "alpha_spy_p1m": 0.04535414353507816, "alpha_c_p1m": 0.04535414353507816, "bench_spy_p1m": 0.040529102940485284, "bench_c_p1m": 0.040529102940485284, "ret_p3m": 0.2913461430498545, "ret_signed_p3m": 0.2913461430498545, "alpha_spy_p3m": 0.23101691678944114, "alpha_c_p3m": 0.23101691678944114, "bench_spy_p3m": 0.06032922626041337, "bench_c_p3m": 0.06032922626041337, "ret_p6m": 0.3363002118912537, "ret_signed_p6m": 0.3363002118912537, "alpha_spy_p6m": 0.28234750499785655, "alpha_c_p6m": 0.28234750499785655, "bench_spy_p6m": 0.05395270689339715, "bench_c_p6m": 0.05395270689339715, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08588324647556345, "alpha_spy_stated": 0.04535414353507816, "alpha_c_stated": 0.04535414353507816, "price_path": [-0.1353, -0.1175, -0.1174, -0.1068, -0.1163, -0.1164, -0.1244, -0.1268, -0.1401, -0.1343, -0.1372, -0.1383, -0.122, -0.1278, -0.1235, -0.1305, -0.1314, -0.1298, -0.1119, -0.1072, -0.1245, -0.1127, -0.0796, -0.0743, -0.0885, -0.0754, -0.1001, -0.0801, -0.077, -0.0964, -0.1006, -0.0915, -0.0759, -0.0836, -0.0823, -0.0932, -0.1009, -0.0967, -0.1028, -0.0999, -0.0906, -0.0903, -0.0978, -0.1063, -0.1052, -0.108, -0.0896, -0.0623, -0.0618, -0.0502, -0.0551, -0.0699, -0.0655, -0.0581, -0.0477, -0.07, -0.0583, -0.0543, -0.0543, -0.0589, -0.0271, -0.0191, -0.0209, 0.0, -0.0109, -0.0051, -0.0164, 0.0024, -0.0141, -0.0214, -0.0181, -0.0178, 0.0127, 0.0014, 0.0195, 0.0139, 0.0209, 0.0044, 0.0263, 0.0415, 0.0498, 0.0623, 0.0749, 0.0855, 0.0859, 0.0863, 0.1047, 0.1161, 0.1, 0.103, 0.1014, 0.1354, 0.1306, 0.1295, 0.1543, 0.1479, 0.1244, 0.127, 0.1357, 0.1692, 0.1735, 0.1626, 0.1725, 0.1809, 0.1511, 0.132, 0.1442, 0.1451, 0.1416, 0.1535, 0.1945, 0.1956, 0.1725, 0.1945, 0.2031, 0.2068, 0.1997, 0.1926, 0.2222, 0.2529, 0.2716, 0.2872, 0.2904, 0.2557, 0.2412, 0.2765, 0.2913, 0.293, 0.2956, 0.2698, 0.2788, 0.2889, 0.2901, 0.2871, 0.2784, 0.2671, 0.2574, 0.2932, 0.3236, 0.3129, 0.3277, 0.3138, 0.2971, 0.279, 0.2817, 0.2774, 0.263, 0.2834, 0.329, 0.3005, 0.3088, 0.3028, 0.3019, 0.3331, 0.3072, 0.3054, 0.3171, 0.3474, 0.3831, 0.346, 0.3441, 0.3511, 0.3239, 0.3323, 0.3114, 0.3387, 0.3419, 0.3171, 0.269, 0.3194, 0.3257, 0.3176, 0.3103, 0.2949, 0.2915, 0.3101, 0.3203, 0.3323, 0.3117, 0.3347, 0.3577, 0.3485, 0.3421, 0.3389, 0.3303, 0.2982, 0.3289, 0.3025, 0.3035, 0.3363]}
{"unit_id": "quote:1963986193072492617", "ticker_idx": 1, "ts": "2025-09-05T15:22:52+00:00", "symbol": "BBC", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Jobs way down would mean biotech way up.", "tweet_type": "prediction", "timeline": "months", "summary": "Strongly bullish biotech ETFs XBI and BBC into year-end on rate-cut thesis and rotation out of high-valuation tech.", "resolved_tickers": ["BBC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$XBI and $BBC already with a >2% delta over the major indices today.  \n\nSeriously, the biotech revival could be *very* strong through year end if jobs look bad, the economy gets sluggish, and rates come down.  The rotation from nosebleed valuation generalist tech stuff into  beaten up biotech could be pretty violent.  \n\nFrankly, we deserve it after years of misery while the rest of the market has constantly made new all time highs! \n\nLet’s see what the yearly revision in jobs data looks like on Tuesday.  Jobs way down would mean biotech way up.", "reply_text": null, "parent_text": null, "quoted_text": "$XBI $BBC should like the “bad” jobs print today. \n\nBig jobs data this coming Tuesday as well. \n\nCould it finally be biotech’s turn?", "parent_author": null, "ret_m1d": -0.03613472739713075, "ret_signed_m1d": -0.03613472739713075, "alpha_spy_m1d": -0.03903933408388538, "alpha_c_m1d": -0.03903933408388538, "bench_spy_m1d": 0.0029046066867546294, "bench_c_m1d": 0.0029046066867546294, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -4.10483591832822e-05, "ret_signed_p1d": -4.10483591832822e-05, "alpha_spy_p1d": -0.002497721674930453, "alpha_c_p1d": -0.002497721674930453, "bench_spy_p1d": 0.002456673315747171, "bench_c_p1d": 0.002456673315747171, "ret_p1w": -0.010705030229809509, "ret_signed_p1w": -0.010705030229809509, "alpha_spy_p1w": -0.026417976066770432, "alpha_c_p1w": -0.026417976066770432, "bench_spy_p1w": 0.015712945836960923, "bench_c_p1w": 0.015712945836960923, "ret_p1m": 0.1554078946018147, "ret_signed_p1m": 0.1554078946018147, "alpha_spy_p1m": 0.11487879166132942, "alpha_c_p1m": 0.11487879166132942, "bench_spy_p1m": 0.040529102940485284, "bench_c_p1m": 0.040529102940485284, "ret_p3m": 0.5663835894387663, "ret_signed_p3m": 0.5663835894387663, "alpha_spy_p3m": 0.506054363178353, "alpha_c_p3m": 0.506054363178353, "bench_spy_p3m": 0.06032922626041337, "bench_c_p3m": 0.06032922626041337, "ret_p6m": 0.7775812158889925, "ret_signed_p6m": 0.7775812158889925, "alpha_spy_p6m": 0.7236285089955954, "alpha_c_p6m": 0.7236285089955954, "bench_spy_p6m": 0.05395270689339715, "bench_c_p6m": 0.05395270689339715, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1554078946018147, "alpha_spy_stated": 0.11487879166132942, "alpha_c_stated": 0.11487879166132942, "price_path": [-0.1896, -0.1578, -0.1658, -0.153, -0.1707, -0.1719, -0.1858, -0.1856, -0.2014, -0.197, -0.2076, -0.2129, -0.1864, -0.1875, -0.1904, -0.2039, -0.2076, -0.2018, -0.1719, -0.1666, -0.1801, -0.1664, -0.1145, -0.1169, -0.1309, -0.1102, -0.136, -0.1143, -0.1028, -0.1139, -0.1124, -0.1096, -0.08, -0.086, -0.0884, -0.0813, -0.1036, -0.0923, -0.1116, -0.1202, -0.1086, -0.0985, -0.1157, -0.1379, -0.1372, -0.1364, -0.1081, -0.0763, -0.0743, -0.0587, -0.0655, -0.0944, -0.0903, -0.0716, -0.0536, -0.078, -0.0616, -0.0597, -0.062, -0.0689, -0.0484, -0.0357, -0.0361, 0.0, -0.0, 0.009, -0.0074, 0.0133, -0.0107, -0.0156, -0.0107, -0.0101, 0.0358, 0.0075, 0.0416, 0.0356, 0.0696, 0.052, 0.0995, 0.1098, 0.1195, 0.1193, 0.1397, 0.1544, 0.1554, 0.1486, 0.1886, 0.2157, 0.1895, 0.1988, 0.1989, 0.2573, 0.2506, 0.2349, 0.2884, 0.2818, 0.2363, 0.2356, 0.2537, 0.308, 0.3143, 0.3005, 0.3143, 0.3231, 0.2693, 0.2466, 0.2284, 0.2317, 0.2177, 0.2649, 0.3124, 0.3226, 0.2905, 0.3264, 0.3485, 0.3843, 0.3859, 0.3806, 0.4154, 0.486, 0.5052, 0.5387, 0.5516, 0.5008, 0.4482, 0.5315, 0.5664, 0.5789, 0.6525, 0.614, 0.6329, 0.6427, 0.6386, 0.6324, 0.6283, 0.5824, 0.5818, 0.6189, 0.6758, 0.6479, 0.6817, 0.65, 0.6195, 0.5899, 0.6082, 0.5695, 0.5332, 0.5515, 0.6479, 0.6287, 0.6497, 0.6419, 0.6608, 0.7305, 0.6833, 0.6925, 0.7346, 0.7672, 0.831, 0.7838, 0.7559, 0.7851, 0.7288, 0.7309, 0.7034, 0.7483, 0.76, 0.7088, 0.6215, 0.7046, 0.7079, 0.7096, 0.6933, 0.6808, 0.6631, 0.6895, 0.7121, 0.7279, 0.7025, 0.7257, 0.7785, 0.783, 0.7813, 0.7712, 0.7613, 0.72, 0.7742, 0.7242, 0.7279, 0.7776]}
{"unit_id": "reply:1986920790709686756", "ticker_idx": 0, "ts": "2025-11-07T22:16:46+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks good. numbers look competitive with Dupixent and Xolair.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: data looks competitive with Dupixent and Xolair.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jawnzilla Date night (not with you).  Looks good. Caveat emptor (this was not an asthma study obviously), numbers look competitive with Dupixent and Xolair.\n\nThat’s all I’ve got for tonight 🫡 \n\n$NKTR", "reply_text": null, "parent_text": "Preparing the warm bath, dim lights, candle, and gentle nite music for when Adam May puts out his analysis $NKTR", "quoted_text": null, "parent_author": "jawnzilla", "ret_m1d": -0.03450060303406943, "ret_signed_m1d": -0.03450060303406943, "alpha_spy_m1d": -0.019136076755943976, "alpha_c_m1d": -0.02676031336844109, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.0077402896656283415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022252838945419517, "ret_signed_p1d": 0.022252838945419517, "alpha_spy_p1d": 0.019963481090881086, "alpha_c_p1d": -0.0008324242802175696, "bench_spy_p1d": 0.002289357854538432, "bench_c_p1d": 0.023085263225637087, "ret_p1w": 0.02777299597117433, "ret_signed_p1w": 0.02777299597117433, "alpha_spy_p1w": 0.05091510756648743, "alpha_c_p1w": -0.0022378775640117254, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": 0.030010873535186056, "ret_p1m": -0.0039675614523566605, "ret_signed_p1m": -0.0039675614523566605, "alpha_spy_p1m": -0.0129633380160874, "alpha_c_p1m": -0.03696594086936478, "bench_spy_p1m": 0.00899577656373074, "bench_c_p1m": 0.03299837941700812, "ret_p3m": 0.1445574793333828, "ret_signed_p3m": 0.1445574793333828, "alpha_spy_p3m": 0.12611898214193262, "alpha_c_p3m": 0.07913532122499345, "bench_spy_p3m": 0.018438497191450187, "bench_c_p3m": 0.06542215810838936, "ret_p6m": 0.31016034757504496, "ret_signed_p6m": 0.31016034757504496, "alpha_spy_p6m": 0.2146321723982587, "alpha_c_p6m": 0.305676059039395, "bench_spy_p6m": 0.09552817517678625, "bench_c_p6m": 0.004484288535649972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0039675614523566605, "alpha_spy_stated": -0.0129633380160874, "alpha_c_stated": -0.03696594086936478, "price_path": [-0.5929, -0.5563, -0.5396, -0.5298, -0.5268, -0.5391, -0.5351, -0.517, -0.5337, -0.5318, -0.5035, -0.4949, -0.4939, -0.4849, -0.4982, -0.5075, -0.3793, -0.3069, -0.2353, -0.1622, -0.1689, -0.1858, -0.1603, -0.1546, -0.1394, -0.119, 0.0136, -0.0488, 0.0159, 0.0281, 0.0407, -0.0405, 0.0091, 0.0164, -0.0185, 0.0152, 0.0436, 0.0445, 0.0338, 0.0005, -0.0243, -0.0402, -0.0626, -0.0098, -0.0154, -0.0186, -0.0519, -0.0035, 0.0866, 0.0243, 0.0657, 0.0978, 0.0367, 0.0794, 0.0509, 0.0286, 0.0833, 0.1201, 0.0336, -0.0336, -0.064, -0.0492, -0.0345, 0.0, 0.0223, -0.0052, -0.0693, -0.0223, 0.0278, 0.0207, 0.0411, -0.0493, -0.0637, 0.0116, 0.0411, 0.1332, 0.1249, 0.0542, -0.0538, -0.0145, -0.0048, -0.0185, -0.0119, 0.014, -0.004, -0.1182, -0.0564, -0.0806, -0.152, -0.2163, -0.241, -0.192, -0.25, -0.2331, -0.242, -0.2325, -0.2629, -0.2772, -0.2707, -0.251, -0.2329, -0.2588, -0.2494, -0.2851, -0.315, -0.3312, -0.369, -0.3774, -0.39, -0.35, -0.375, -0.3631, -0.3698, -0.3598, -0.3586, -0.344, -0.3805, -0.3923, -0.356, -0.3424, -0.3297, -0.3507, -0.3942, -0.365, -0.3605, -0.034, 0.1446, 0.2248, 0.2305, 0.2734, 0.2624, 0.2741, 0.2719, 0.27, 0.1803, 0.2139, 0.1368, 0.1899, 0.1792, 0.1749, 0.2267, 0.2498, 0.2196, 0.1929, 0.2432, 0.265, 0.2137, 0.2636, 0.2456, 0.2948, 0.2624, 0.291, 0.2458, 0.2824, 0.2586, 0.2434, 0.2243, 0.1844, 0.1256, 0.2412, 0.306, 0.3281, 0.2889, 0.3152, 0.2952, 0.3429, 0.3369, 0.3878, 0.4018, 0.4356, 0.4489, 0.4639, 0.7311, 0.6933, 0.6077, 0.5743, 0.5815, 0.4963, 0.4457, 0.4352, 0.467, 0.4915, 0.4989, 0.4518, 0.4678, 0.4382, 0.4126, 0.3579, 0.3529, 0.3102]}
{"unit_id": "reply:1988581641250636191", "ticker_idx": 0, "ts": "2025-11-12T12:16:23+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NTLA bulls are disappearing. Should trade below cash.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NTLA; should trade below cash as bulls disappear and safety issues weigh on the platform.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BiotechAnalysst @Sanctuary_Bio $NTLA bulls are disappearing.  Should trade below cash.", "reply_text": null, "parent_text": "@A_May_MD @Sanctuary_Bio \nnext one downgrading $NTLA\neven removing any PT:\ndo #not\nsee any fundamental gas to drive the stock higher\n#safety issues likely would #bleed into\na firmwide overhang on #all platform https://t.co/LUOJS2giox", "quoted_text": null, "parent_author": "BiotechAnalysst", "ret_m1d": 0.07270817183342437, "ret_signed_m1d": -0.07270817183342437, "alpha_spy_m1d": -0.07326425275161796, "alpha_c_m1d": -0.08671161568120633, "bench_spy_m1d": -0.0005560809181935911, "bench_c_m1d": -0.01400344384778196, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08640671386734944, "ret_signed_p1d": 0.08640671386734944, "alpha_spy_p1d": 0.06981271894691221, "alpha_c_p1d": 0.08588324980996831, "bench_spy_p1d": -0.016593994920437227, "bench_c_p1d": -0.0005234640573811289, "ret_p1w": -0.13171760064781524, "ret_signed_p1w": 0.13171760064781524, "alpha_spy_p1w": 0.1013537814426444, "alpha_c_p1w": 0.12851127002513762, "bench_spy_p1w": -0.03036381920517084, "bench_c_p1w": -0.003206330622677611, "ret_p1m": -0.04952574548893951, "ret_signed_p1m": 0.04952574548893951, "alpha_spy_p1m": 0.04715517478601994, "alpha_c_p1m": 0.057639891463219906, "bench_spy_p1m": -0.002370570702919572, "bench_c_p1m": 0.008114145974280396, "ret_p3m": 0.2507903236925466, "ret_signed_p3m": -0.2507903236925466, "alpha_spy_p3m": -0.2502277589158737, "alpha_c_p3m": -0.2146601276397011, "bench_spy_p3m": 0.0005625647766729358, "bench_c_p3m": 0.03613019605284551, "ret_p6m": 0.4404636887239113, "ret_signed_p6m": -0.4404636887239113, "alpha_spy_p6m": -0.35266657153744485, "alpha_c_p6m": -0.4830174200590799, "bench_spy_p6m": 0.08779711718646643, "bench_c_p6m": -0.0425537313351686, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04952574548893951, "alpha_spy_stated": 0.04715517478601994, "alpha_c_stated": 0.057639891463219906, "price_path": [0.1486, 0.1581, 0.1307, 0.0843, 0.0759, 0.0669, 0.1085, 0.1992, 0.197, 0.2034, 0.2223, 0.1965, 0.2013, 0.2339, 0.2244, 0.2708, 0.2476, 0.2518, 0.1897, 0.2034, 0.2034, 0.2192, 0.2929, 0.3077, 0.6976, 0.6428, 0.8188, 0.7998, 0.8714, 0.7503, 0.7187, 0.7829, 0.8198, 0.9768, 1.1538, 1.1033, 1.1644, 1.1538, 1.5785, 1.6828, 1.5838, 1.5037, 1.5184, 1.7323, 1.6249, 1.608, 1.9484, 1.8419, 1.5901, 1.7281, 1.6976, 0.5585, 0.471, 0.3825, 0.2924, 0.3298, 0.3772, 0.2856, 0.4299, 0.2982, 0.0032, 0.0253, 0.0727, 0.0, -0.0864, -0.0832, -0.1064, -0.1075, -0.1317, -0.1528, -0.1349, -0.1201, -0.0991, -0.1022, -0.0527, -0.1128, -0.1465, -0.0453, 0.0263, 0.0126, -0.0053, -0.02, -0.0126, 0.0063, -0.0495, -0.0369, -0.039, -0.0738, -0.0643, -0.0274, 0.0221, -0.0074, 0.0105, -0.0053, -0.0369, -0.0453, -0.0527, -0.0295, -0.0126, 0.0253, 0.0674, 0.1085, 0.0938, 0.2044, 0.2371, 0.2666, 0.2508, 0.3172, 0.3519, 0.4784, 0.6754, 0.5416, 0.47, 0.5627, 0.4563, 0.4647, 0.3857, 0.3762, 0.3751, 0.3024, 0.1686, 0.294, 0.3161, 0.255, 0.2645, 0.2244, 0.2508, 0.2877, 0.3151, 0.3741, 0.3319, 0.3867, 0.431, 0.4141, 0.5047, 0.4521, 0.627, 0.4336, 0.4563, 0.3857, 0.4162, 0.4636, 0.4194, 0.3709, 0.3541, 0.3446, 0.4099, 0.4204, 0.392, 0.3857, 0.353, 0.3815, 0.3498, 0.3973, 0.3952, 0.3035, 0.2276, 0.3509, 0.3983, 0.3836, 0.4015, 0.4278, 0.4615, 0.4573, 0.4215, 0.5026, 0.5574, 0.5743, 0.4921, 0.5753, 0.6027, 0.6133, 0.746, 0.6723, 0.4362, 0.3741, 0.3909, 0.3114, 0.4204, 0.3973, 0.4615, 0.4025, 0.4594, 0.4447, 0.4847, 0.5195, 0.4742, 0.5047, 0.3793, 0.4405]}
{"unit_id": "reply:1996343442377781581", "ticker_idx": 0, "ts": "2025-12-03T22:19:01+00:00", "symbol": "JNJ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$JNJ is a front runner runner to go for $ABVX for sure", "tweet_type": "prediction", "timeline": "unspecified", "summary": "JNJ seen as top acquirer for ABVX; LLY also has strategic fit with ABVX to fill a MORF-sized gap via oral IL-23 from DICE acquisition.", "resolved_tickers": ["JNJ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@2035Bio $JNJ is a front runner runner to go for $ABVX for sure.  \n\nOf course, $LLY has a $MORF sized hole that $ABVX could more than fill, and I’d bet my bottom dollar they’ve got their own oral IL-23 program cooking from the $DICE acquisition as we speak.", "reply_text": null, "parent_text": "@A_May_MD Me like $JNJ/$PTGX and $ABVX crushing Abbvie", "quoted_text": null, "parent_author": "2035Bio", "ret_m1d": 0.0140754225705082, "ret_signed_m1d": 0.0140754225705082, "alpha_spy_m1d": 0.014805938328661061, "alpha_c_m1d": 0.014805938328661061, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": -0.000730515758152861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0027163804676014758, "ret_signed_p1d": -0.0027163804676014758, "alpha_spy_p1d": -0.004615865311917378, "alpha_c_p1d": -0.004615865311917378, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": 0.0018994848443159018, "ret_p1w": 0.03718881061547763, "ret_signed_p1w": 0.03718881061547763, "alpha_spy_p1w": 0.030204490087750946, "alpha_c_p1w": 0.030204490087750946, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": 0.006984320527726684, "ret_p1m": 0.011408493180703916, "ret_signed_p1m": 0.011408493180703916, "alpha_spy_p1m": -0.002420231267205475, "alpha_c_p1m": -0.002420231267205475, "bench_spy_p1m": 0.01382872444790939, "bench_c_p1m": 0.01382872444790939, "ret_p3m": 0.2044627578523206, "ret_signed_p3m": 0.2044627578523206, "alpha_spy_p3m": 0.21047647435573624, "alpha_c_p3m": 0.21047647435573624, "bench_spy_p3m": -0.006013716503415645, "bench_c_p3m": -0.006013716503415645, "ret_p6m": 0.1593068376134803, "ret_signed_p6m": 0.1593068376134803, "alpha_spy_p6m": 0.07304159493100193, "alpha_c_p6m": 0.07304159493100193, "bench_spy_p6m": 0.08626524268247837, "bench_c_p6m": 0.08626524268247837, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.011408493180703916, "alpha_spy_stated": -0.002420231267205475, "alpha_c_stated": -0.002420231267205475, "price_path": [-0.1243, -0.1258, -0.1316, -0.1373, -0.124, -0.1262, -0.1294, -0.134, -0.1304, -0.1453, -0.1353, -0.145, -0.1334, -0.1329, -0.1278, -0.1181, -0.1087, -0.09, -0.0869, -0.0873, -0.0742, -0.0766, -0.073, -0.0691, -0.0623, -0.064, -0.0631, -0.0634, -0.0618, -0.0572, -0.0518, -0.0493, -0.0583, -0.0531, -0.0554, -0.0656, -0.0661, -0.0826, -0.0842, -0.0722, -0.0731, -0.0859, -0.083, -0.0872, -0.0824, -0.0844, -0.0754, -0.0488, -0.046, -0.0418, -0.0385, -0.0205, -0.0185, -0.0062, -0.0034, 0.0007, 0.0112, 0.0207, 0.0251, 0.0219, 0.0141, 0.0145, 0.0141, 0.0, -0.0027, -0.0042, -0.0124, 0.0201, 0.0372, 0.0449, 0.0577, 0.0337, 0.0388, 0.0288, 0.0192, 0.0239, 0.0163, 0.0262, 0.0254, 0.0251, 0.0219, 0.0221, 0.0241, 0.009, 0.0114, 0.0247, 0.0161, 0.0094, 0.0358, 0.0552, 0.0794, 0.0844, 0.0799, 0.0777, 0.0767, 0.0791, 0.0872, 0.0939, 0.1085, 0.1247, 0.1225, 0.1223, 0.1396, 0.1512, 0.158, 0.1744, 0.1853, 0.1786, 0.1772, 0.1895, 0.2078, 0.2023, 0.2017, 0.2099, 0.2194, 0.1976, 0.2141, 0.2228, 0.2173, 0.2088, 0.2335, 0.2341, 0.2251, 0.2179, 0.1898, 0.1936, 0.2045, 0.21, 0.2064, 0.2017, 0.1992, 0.2074, 0.1822, 0.1781, 0.1797, 0.1686, 0.1689, 0.1681, 0.1913, 0.1878, 0.1938, 0.204, 0.2136, 0.2121, 0.2067, 0.1964, 0.1837, 0.1981, 0.1981, 0.184, 0.1815, 0.1921, 0.185, 0.1645, 0.1627, 0.1454, 0.1229, 0.1226, 0.1452, 0.1295, 0.1188, 0.131, 0.1288, 0.1412, 0.128, 0.1132, 0.1199, 0.1152, 0.1048, 0.0989, 0.0994, 0.1135, 0.144, 0.1459, 0.1256, 0.1366, 0.142, 0.1386, 0.1505, 0.1635, 0.1494, 0.155, 0.1525, 0.1252, 0.1161, 0.113, 0.1148, 0.1394, 0.1624, 0.1593]}
{"unit_id": "reply:1996343442377781581", "ticker_idx": 1, "ts": "2025-12-03T22:19:01+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$JNJ is a front runner runner to go for $ABVX for sure", "tweet_type": "prediction", "timeline": "unspecified", "summary": "JNJ seen as top acquirer for ABVX; LLY also has strategic fit with ABVX to fill a MORF-sized gap via oral IL-23 from DICE acquisition.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@2035Bio $JNJ is a front runner runner to go for $ABVX for sure.  \n\nOf course, $LLY has a $MORF sized hole that $ABVX could more than fill, and I’d bet my bottom dollar they’ve got their own oral IL-23 program cooking from the $DICE acquisition as we speak.", "reply_text": null, "parent_text": "@A_May_MD Me like $JNJ/$PTGX and $ABVX crushing Abbvie", "quoted_text": null, "parent_author": "2035Bio", "ret_m1d": 0.002621121810621352, "ret_signed_m1d": 0.002621121810621352, "alpha_spy_m1d": 0.003351637568774213, "alpha_c_m1d": -0.005046264971199754, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": 0.007667386781821106, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0349783330434843, "ret_signed_p1d": 0.0349783330434843, "alpha_spy_p1d": 0.0330788481991684, "alpha_c_p1d": 0.039136958068778926, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": -0.004158625025294627, "ret_p1w": 0.20291031337752008, "ret_signed_p1w": 0.20291031337752008, "alpha_spy_p1w": 0.1959259928497934, "alpha_c_p1w": 0.2049894759217208, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": -0.002079162544200708, "ret_p1m": 0.07646420038993762, "ret_signed_p1m": 0.07646420038993762, "alpha_spy_p1m": 0.06263547594202823, "alpha_c_p1m": 0.04486444897763486, "bench_spy_p1m": 0.01382872444790939, "bench_c_p1m": 0.03159975141230276, "ret_p3m": -0.009309461180214362, "ret_signed_p3m": -0.009309461180214362, "alpha_spy_p3m": -0.0032957446767987175, "alpha_c_p3m": -0.01591697096015665, "bench_spy_p3m": -0.006013716503415645, "bench_c_p3m": 0.006607509779942289, "ret_p6m": -0.08233912383050768, "ret_signed_p6m": -0.08233912383050768, "alpha_spy_p6m": -0.16860436651298605, "alpha_c_p6m": -0.082535682474569, "bench_spy_p6m": 0.08626524268247837, "bench_c_p6m": 0.00019655864406131762, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07646420038993762, "alpha_spy_stated": 0.06263547594202823, "alpha_c_stated": 0.04486444897763486, "price_path": [-0.2044, -0.1866, -0.1933, -0.208, -0.2231, -0.2407, -0.2239, -0.2563, -0.2679, -0.247, -0.2561, -0.257, -0.2587, -0.2539, -0.2589, -0.2513, -0.2468, -0.2326, -0.2552, -0.251, -0.2415, -0.2166, -0.2136, -0.2181, -0.181, -0.1525, -0.1357, -0.1159, -0.1358, -0.1602, -0.1619, -0.1731, -0.1715, -0.1801, -0.1823, -0.1797, -0.1428, -0.1482, -0.1057, -0.0574, -0.0743, -0.1066, -0.1085, -0.0997, -0.0609, -0.0485, -0.0409, -0.0143, -0.0652, -0.088, -0.0023, 0.0269, 0.0288, 0.0209, 0.1108, 0.0766, 0.1362, 0.159, 0.1359, 0.1283, 0.0839, 0.0379, 0.0026, 0.0, 0.035, 0.0399, 0.1121, 0.1527, 0.2029, 0.1347, 0.0657, 0.0031, 0.0016, 0.0268, 0.0389, 0.2538, 0.2505, 0.3134, 0.2862, 0.269, 0.2504, 0.2189, 0.2091, 0.1138, 0.0765, 0.1432, 0.0438, 0.034, 0.0665, 0.0813, 0.1299, 0.0557, 0.0584, 0.0741, 0.0847, 0.1174, 0.1038, 0.0926, 0.0746, 0.0302, 0.0262, 0.0046, 0.0074, 0.0242, 0.0265, 0.0006, 0.0635, 0.0826, 0.0772, 0.1096, 0.1256, 0.1297, 0.1355, 0.1477, 0.1772, 0.1781, 0.2013, 0.1595, 0.1147, 0.0798, 0.0962, 0.0223, 0.0042, 0.0554, 0.0186, -0.0118, -0.0093, 0.0419, 0.0151, 0.0573, 0.0439, 0.1095, 0.1444, 0.1207, 0.1119, 0.0877, 0.0432, -0.0042, 0.0005, -0.0105, -0.0738, -0.0826, 0.0064, 0.0391, 0.0699, 0.0798, 0.0528, 0.0752, 0.136, 0.1401, 0.0964, 0.137, 0.098, 0.1069, 0.086, 0.0392, 0.0071, 0.0484, 0.0213, 0.0354, 0.0114, -0.007, -0.0398, 0.0609, 0.063, 0.0587, 0.1188, 0.1437, 0.1266, 0.1094, 0.1039, 0.0972, 0.1019, 0.0936, 0.0352, 0.0263, 0.0279, 0.0837, 0.121, 0.1026, 0.1425, 0.1725, 0.1705, 0.1988, 0.1722, -0.3447, -0.1852, -0.0516, -0.0823, -0.0823]}
{"unit_id": "reply:1996343442377781581", "ticker_idx": 2, "ts": "2025-12-03T22:19:01+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY has a $MORF sized hole that $ABVX could more than fill, and I'd bet my bottom dollar they've got their own oral IL-23 program cooking", "tweet_type": "prediction", "timeline": "unspecified", "summary": "JNJ seen as top acquirer for ABVX; LLY also has strategic fit with ABVX to fill a MORF-sized gap via oral IL-23 from DICE acquisition.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@2035Bio $JNJ is a front runner runner to go for $ABVX for sure.  \n\nOf course, $LLY has a $MORF sized hole that $ABVX could more than fill, and I’d bet my bottom dollar they’ve got their own oral IL-23 program cooking from the $DICE acquisition as we speak.", "reply_text": null, "parent_text": "@A_May_MD Me like $JNJ/$PTGX and $ABVX crushing Abbvie", "quoted_text": null, "parent_author": "2035Bio", "ret_m1d": 0.018797668098403664, "ret_signed_m1d": 0.018797668098403664, "alpha_spy_m1d": 0.019528183856556525, "alpha_c_m1d": 0.019528183856556525, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": -0.000730515758152861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004120265909367871, "ret_signed_p1d": -0.004120265909367871, "alpha_spy_p1d": -0.0060197507536837724, "alpha_c_p1d": -0.0060197507536837724, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": 0.0018994848443159018, "ret_p1w": -0.005037007416695993, "ret_signed_p1w": -0.005037007416695993, "alpha_spy_p1w": -0.012021327944422677, "alpha_c_p1w": -0.012021327944422677, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": 0.006984320527726684, "ret_p1m": 0.04884235275737514, "ret_signed_p1m": 0.04884235275737514, "alpha_spy_p1m": 0.03501362830946575, "alpha_c_p1m": 0.03501362830946575, "bench_spy_p1m": 0.01382872444790939, "bench_c_p1m": 0.01382872444790939, "ret_p3m": -0.004353827933064269, "ret_signed_p3m": -0.004353827933064269, "alpha_spy_p3m": 0.0016598885703513755, "alpha_c_p3m": 0.0016598885703513755, "bench_spy_p3m": -0.006013716503415645, "bench_c_p3m": -0.006013716503415645, "ret_p6m": 0.13658041895437023, "ret_signed_p6m": 0.13658041895437023, "alpha_spy_p6m": 0.05031517627189186, "alpha_c_p6m": 0.05031517627189186, "bench_spy_p6m": 0.08626524268247837, "bench_c_p6m": 0.08626524268247837, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04884235275737514, "alpha_spy_stated": 0.03501362830946575, "alpha_c_stated": 0.03501362830946575, "price_path": [-0.2842, -0.273, -0.2612, -0.2572, -0.2556, -0.2565, -0.2636, -0.2473, -0.2518, -0.2491, -0.2598, -0.2569, -0.2648, -0.2698, -0.2966, -0.2869, -0.2849, -0.249, -0.1876, -0.193, -0.1733, -0.1682, -0.1696, -0.1676, -0.1581, -0.1796, -0.1935, -0.2004, -0.1864, -0.1935, -0.2098, -0.2038, -0.213, -0.2003, -0.1919, -0.1875, -0.1866, -0.1928, -0.1993, -0.1688, -0.1507, -0.1176, -0.1074, -0.0888, -0.0773, -0.0902, -0.0486, -0.0269, 0.0018, 0.0068, 0.0106, 0.0071, 0.0153, 0.0346, 0.0284, 0.0446, 0.0549, 0.0941, 0.0886, 0.0601, 0.0428, 0.0312, 0.0188, 0.0, -0.0041, -0.0167, -0.0318, -0.0206, -0.005, 0.0128, 0.047, 0.0392, 0.0269, 0.0418, 0.0561, 0.0611, 0.0563, 0.0616, 0.0624, 0.0633, 0.0643, 0.0593, 0.0649, 0.0266, 0.0488, 0.0923, 0.0697, 0.0484, 0.0656, 0.0618, 0.058, 0.0182, 0.0236, 0.0264, 0.0631, 0.0718, 0.0491, 0.0476, 0.0247, 0.0092, 0.0095, 0.0223, 0.0292, -0.0109, 0.0913, 0.0063, 0.0431, 0.0297, 0.0104, 0.0007, 0.0234, 0.0269, 0.023, 0.0077, 0.0103, -0.0032, 0.0452, 0.029, 0.0158, 0.0091, 0.0387, 0.0051, -0.005, -0.0091, -0.0292, -0.0222, -0.0044, -0.0113, -0.0128, -0.0351, -0.0274, -0.0234, -0.0814, -0.0936, -0.0941, -0.1048, -0.101, -0.1084, -0.0953, -0.1143, -0.1329, -0.1246, -0.0919, -0.0575, -0.0762, -0.0847, -0.0807, -0.0587, -0.0569, -0.0724, -0.0822, -0.0892, -0.1064, -0.1074, -0.0847, -0.0917, -0.1084, -0.0902, -0.0939, -0.1272, -0.1427, -0.137, -0.1595, -0.0772, -0.0488, -0.0443, -0.0236, -0.0254, -0.0374, -0.0635, -0.0452, -0.0226, 0.0029, -0.006, -0.0061, -0.0227, 0.0102, 0.0077, 0.0303, 0.0534, 0.0531, 0.0711, 0.1145, 0.0929, 0.0704, 0.0525, 0.067, 0.113, 0.119, 0.1366]}
{"unit_id": "thread:1963715972331651194", "ticker_idx": 0, "ts": "2025-09-04T21:29:06+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR could have easily been up 100% or more today and I would've found it reasonable... $NKTR would 10x even from here... I don't think that today's $NKTR +26% move priced in how big of a deal the $SNY news were for Nektar *at all*", "tweet_type": "analysis", "timeline": "years", "summary": "Strong long NKTR: unique MoA, OX40 out of race for 2L atopic derm, 10x potential; SNY implicitly bearish after P3 efficacy decay.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Final Numbers:  $SNY down $12.2B, $NKTR up $0.11B.  $SNY lost ~111x what $NKTR gained today. \n\nI'm a broken (and biased) record on $NKTR's valuation, but seriously - why isn't this thing getting *any* respect for the size of the 2L+ atopic derm market and the P2b data they already have?\n\nI feel like I'm going insane when I review all the data and market sizes here and ending up with this <$700M valuation.  It's similar to how I felt when I posted what I considered to be borderline mathematical proof that $ABVX was going to hit in P3, only for the stock to trade down a few cents over the next 36 hours (right before starting an >700% rally, of course!).\n\n$NKTR could have easily been up 100% or more today and I would've found it reasonable.  OX40/OX40L has been unanimously the single most threatening competitor to $NKTR.  With OX40 looking out of the race for 2L, what else is there?  $NKTR already had the only unique MoA in atopic derm to begin with, and now it looks like it *could* be the clear 2nd best.  \n\nAdd in potentially very sparse administration and remittive effect...this could VERY easily be a multi-billion dollar drug in atopic derm alone.  *If* that ends up being true, $NKTR would 10x even from here (of course this would take years to prove).\n\nI'll recycle the image on the atopic derm market size as well as the launch curves of Ebglyss (me-three MoA) and Nemluvio (HORRIBLE efficacy).  People who look at these data and still think this condition is well-served by Dupi alone, or that \"competing with\" dupi is the bar for a 2L+ drugs are just wrong.  There's no way for me to look at those arguments as anything other than flatly ridiculous.  And not to play the card too much, but...I *am* an actual dermatologist, so I do think I should have *some* idea as to the unment need and relative bar here (hint:  Very high and very low, respectively).\n\nThis is all just atopic derm too.  If somehow Rezpeg actually works in AA, look out.  Multi-indication derm launch would be a big, big deal.  Oh and this also doesn't include dapi royalties and $LLY settlement potential.\n\nSo yeah, it still feels like I am taking crazy pills when I look at $NKTR's miniscule valuation.  Hopefully it's actually the market that is insane here, and not me!\n\n---\n\nAnd 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?\"\n\nSure it could, but $SNY's efficacy decayed almost entirely due to higher placebo response rates in P3 compared to P2, jumping from 11% to 19%. \n\n$NKTR's P2b pbo rate was already 17% - just 2 points off of where $SNY's P3 ended up.\n\n$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!  \n\nLast time I'll say it.  I don't think that today's $NKTR +26% move priced in how big of a deal the $SNY news were for Nektar *at all*.\n\n---\n\n$AMGN OX40 data are so encouraging that they PR'd the topline data at 8:04pm on a Monday and didn't even include a single datapoint in the PR.  Nice! \n\n$NKTR still cooking 🔥\n$SNY $AMGN\n\nhttps://t.co/TvnxtAW7To", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1045296349188537, "ret_signed_m1d": -0.1045296349188537, "alpha_spy_m1d": -0.10743424160560833, "alpha_c_m1d": -0.10112133207477536, "bench_spy_m1d": 0.0029046066867546294, "bench_c_m1d": -0.003408302844078337, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10328525371724107, "ret_signed_p1d": 0.10328525371724107, "alpha_spy_p1d": 0.1008285804014939, "alpha_c_p1d": 0.1036477508855822, "bench_spy_p1d": 0.002456673315747171, "bench_c_p1d": -0.000362497168341136, "ret_p1w": 0.21154803224093244, "ret_signed_p1w": 0.21154803224093244, "alpha_spy_p1w": 0.19583508640397151, "alpha_c_p1w": 0.21002518544777127, "bench_spy_p1w": 0.015712945836960923, "bench_c_p1w": 0.00152284679316117, "ret_p1m": 0.4915380749127547, "ret_signed_p1m": 0.4915380749127547, "alpha_spy_p1m": 0.4510089719722694, "alpha_c_p1m": 0.44165335327168487, "bench_spy_p1m": 0.040529102940485284, "bench_c_p1m": 0.04988472164106983, "ret_p3m": 0.43578890464263265, "ret_signed_p3m": 0.43578890464263265, "alpha_spy_p3m": 0.3754596783822193, "alpha_c_p3m": 0.31465891779856725, "bench_spy_p3m": 0.06032922626041337, "bench_c_p3m": 0.1211299868440654, "ret_p6m": 0.7210055002655478, "ret_signed_p6m": 0.7210055002655478, "alpha_spy_p6m": 0.6670527933721506, "alpha_c_p6m": 0.5924676360688237, "bench_spy_p6m": 0.05395270689339715, "bench_c_p6m": 0.12853786419672408, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7499, -0.7499, -0.7812, -0.7175, -0.7623, -0.782, -0.7862, -0.7698, -0.7827, -0.7857, -0.7882, -0.7626, -0.3915, -0.2753, -0.2613, -0.3589, -0.3569, -0.388, -0.3646, -0.3838, -0.4159, -0.4343, -0.4186, -0.3753, -0.3776, -0.3925, -0.4077, -0.3992, -0.3362, -0.3793, -0.383, -0.3907, -0.3778, -0.3883, -0.3778, -0.4114, -0.4298, -0.4507, -0.4604, -0.4286, -0.4209, -0.4385, -0.4413, -0.4587, -0.4261, -0.4408, -0.4126, -0.3599, -0.3357, -0.3216, -0.3173, -0.335, -0.3293, -0.3031, -0.3273, -0.3245, -0.2837, -0.2713, -0.2698, -0.2568, -0.276, -0.2894, -0.1045, 0.0, 0.1033, 0.2088, 0.1991, 0.1747, 0.2115, 0.2198, 0.2417, 0.271, 0.4624, 0.3723, 0.4657, 0.4833, 0.5015, 0.3843, 0.4559, 0.4664, 0.4161, 0.4647, 0.5057, 0.507, 0.4915, 0.4435, 0.4077, 0.3848, 0.3524, 0.4286, 0.4206, 0.4159, 0.3678, 0.4378, 0.5677, 0.4778, 0.5376, 0.5839, 0.4958, 0.5572, 0.5162, 0.4841, 0.563, 0.616, 0.4913, 0.3942, 0.3504, 0.3718, 0.393, 0.4428, 0.4749, 0.4353, 0.3427, 0.4107, 0.4828, 0.4726, 0.502, 0.3716, 0.3509, 0.4594, 0.502, 0.6349, 0.6229, 0.5209, 0.3651, 0.4219, 0.4358, 0.4161, 0.4256, 0.4629, 0.437, 0.2723, 0.3614, 0.3265, 0.2235, 0.1307, 0.0951, 0.1658, 0.0821, 0.1065, 0.0936, 0.1073, 0.0635, 0.0428, 0.0523, 0.0806, 0.1068, 0.0694, 0.0829, 0.0314, -0.0117, -0.0351, -0.0896, -0.1018, -0.12, -0.0622, -0.0983, -0.0811, -0.0908, -0.0764, -0.0747, -0.0535, -0.1063, -0.1232, -0.0709, -0.0513, -0.0329, -0.0632, -0.1259, -0.0839, -0.0774, 0.3937, 0.6513, 0.767, 0.7753, 0.8372, 0.8213, 0.8382, 0.835, 0.8323, 0.7028, 0.7514, 0.6401, 0.7168, 0.7013, 0.6951, 0.7698, 0.8031, 0.7596, 0.721]}
{"unit_id": "reply:1980002504302899367", "ticker_idx": 0, "ts": "2025-10-19T20:05:58+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$QURE is a lock imo. AA is as sure as it gets in my view. For me the flier outcome is full approval, not CRL. At this point it's hard for me to fathom this doesn't get cleared.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "High conviction QURE accelerated approval is near-certain; SRPT implied resilient to FDA pressure as a comparator.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$QURE is a lock imo.  FDA agreed to 3 year external control with the 1 year controlled data in hand. \n\nDose dependent, hit on prespecified external control for both cUHRDS and TMC.  \n\nKOLs going berserk over it and hundreds of patients calling in to inquire about the treatment.  Popular press calling it a cure.  No chance FDA reneges on this. \n\nVinay is going to take this down?  He couldn’t even take down $SRPT whose drug is literally killing kids with AEs (has not happened with $QURE).   Huntington’s affects >3x as many patients too.\n\nAA is as sure as it gets in my view.  For me the flier outcome is full approval, not CRL. \n\nNot saying it’s right/wrong.  Is what it is.  At this point it’s hard for me to\nfathom this doesn’t get cleared.", "reply_text": null, "parent_text": "@plainyogurt21 @A_May_MD @anthonystaj As in worse than pbo should lead to AA? \n\nThe mistake was always allowing external ctrl, Prasad has been reversing some of the FDA's peevious \"flexible\" decisions (REPL, CAPR, IOBT?), a QURE CRL wouldn't surprise me and it should be celebrated.", "quoted_text": null, "parent_author": "idalopirdine", "ret_m1d": -0.09261574371917713, "ret_signed_m1d": -0.09261574371917713, "alpha_spy_m1d": -0.0823223004160345, "alpha_c_m1d": -0.08211790927943641, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.010497834439740727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013297848849658678, "ret_signed_p1d": -0.013297848849658678, "alpha_spy_p1d": -0.013282905970875447, "alpha_c_p1d": -0.015646192681711968, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.00234834383205329, "ret_p1w": 0.0625782245710913, "ret_signed_p1w": 0.0625782245710913, "alpha_spy_p1w": 0.041812481789922806, "alpha_c_p1w": 0.05166583273752123, "bench_spy_p1w": 0.020765742781168495, "bench_c_p1w": 0.010912391833570068, "ret_p1m": -0.5352002513212388, "ret_signed_p1m": -0.5352002513212388, "alpha_spy_p1m": -0.5184864122169902, "alpha_c_p1m": -0.5890714586152386, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": 0.053871207293999746, "ret_p3m": -0.6598873530368738, "ret_signed_p3m": -0.6598873530368738, "alpha_spy_p3m": -0.6839083515402025, "alpha_c_p3m": -0.7575732704977636, "bench_spy_p3m": 0.024020998503328617, "bench_c_p3m": 0.09768591746088973, "ret_p6m": -0.7218397810392353, "ret_signed_p6m": -0.7218397810392353, "alpha_spy_p6m": -0.7873241512463985, "alpha_c_p6m": -0.741300280446464, "bench_spy_p6m": 0.06548437020716324, "bench_c_p6m": 0.019460499407228715, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5352002513212388, "alpha_spy_stated": -0.5184864122169902, "alpha_c_stated": -0.5890714586152386, "price_path": [-0.7771, -0.7594, -0.762, -0.7636, -0.7656, -0.786, -0.7738, -0.7822, -0.7857, -0.7846, -0.781, -0.789, -0.7896, -0.7922, -0.7791, -0.7763, -0.7716, -0.7531, -0.7469, -0.755, -0.7602, -0.7578, -0.7567, -0.7544, -0.7567, -0.753, -0.7536, -0.7456, -0.7445, -0.7339, -0.7281, -0.7226, -0.7192, -0.7273, -0.7264, -0.7265, -0.735, -0.7421, -0.7679, -0.7736, -0.7785, -0.7694, -0.783, -0.7836, -0.7863, -0.2569, -0.1763, -0.1503, -0.0707, -0.0868, -0.1397, -0.1474, -0.1408, -0.1722, -0.0939, -0.0618, -0.0042, -0.037, -0.0297, -0.0776, -0.0171, -0.0615, -0.0926, 0.0, -0.0133, -0.0627, -0.0718, -0.0455, 0.0626, 0.0951, 0.1043, 0.0616, 0.059, -0.4635, -0.5238, -0.5923, -0.5696, -0.5652, -0.5909, -0.5175, -0.5288, -0.5253, -0.5325, -0.5255, -0.5352, -0.5627, -0.5635, -0.5649, -0.5654, -0.5626, -0.5677, -0.5696, -0.5843, -0.6039, -0.6014, -0.6442, -0.6663, -0.6594, -0.6749, -0.6849, -0.691, -0.6948, -0.6804, -0.6575, -0.6397, -0.6256, -0.6247, -0.6092, -0.6217, -0.6059, -0.6119, -0.6158, -0.628, -0.6256, -0.6341, -0.646, -0.651, -0.6389, -0.6378, -0.6039, -0.6395, -0.6636, -0.6503, -0.6561, -0.6427, -0.6496, -0.6599, -0.645, -0.6076, -0.6047, -0.6187, -0.6399, -0.6299, -0.6446, -0.6136, -0.5651, -0.5831, -0.6164, -0.5987, -0.5925, -0.6134, -0.6228, -0.65, -0.6793, -0.6597, -0.6334, -0.6183, -0.6334, -0.6173, -0.6241, -0.6109, -0.7322, -0.7555, -0.8357, -0.8587, -0.8586, -0.8334, -0.7768, -0.7186, -0.7143, -0.7253, -0.735, -0.757, -0.7506, -0.7556, -0.7696, -0.7613, -0.7483, -0.7509, -0.7625, -0.7441, -0.7559, -0.7689, -0.7696, -0.7442, -0.7358, -0.7315, -0.7279, -0.7319, -0.7514, -0.745, -0.7594, -0.7196, -0.7326, -0.7301, -0.737, -0.725, -0.7178, -0.727, -0.7218]}
{"unit_id": "reply:1980002504302899367", "ticker_idx": 1, "ts": "2025-10-19T20:05:58+00:00", "symbol": "SRPT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Vinay is going to take this down? He couldn't even take down $SRPT whose drug is literally killing kids with AEs", "tweet_type": "prediction", "timeline": "unspecified", "summary": "High conviction QURE accelerated approval is near-certain; SRPT implied resilient to FDA pressure as a comparator.", "resolved_tickers": ["SRPT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$QURE is a lock imo.  FDA agreed to 3 year external control with the 1 year controlled data in hand. \n\nDose dependent, hit on prespecified external control for both cUHRDS and TMC.  \n\nKOLs going berserk over it and hundreds of patients calling in to inquire about the treatment.  Popular press calling it a cure.  No chance FDA reneges on this. \n\nVinay is going to take this down?  He couldn’t even take down $SRPT whose drug is literally killing kids with AEs (has not happened with $QURE).   Huntington’s affects >3x as many patients too.\n\nAA is as sure as it gets in my view.  For me the flier outcome is full approval, not CRL. \n\nNot saying it’s right/wrong.  Is what it is.  At this point it’s hard for me to\nfathom this doesn’t get cleared.", "reply_text": null, "parent_text": "@plainyogurt21 @A_May_MD @anthonystaj As in worse than pbo should lead to AA? \n\nThe mistake was always allowing external ctrl, Prasad has been reversing some of the FDA's peevious \"flexible\" decisions (REPL, CAPR, IOBT?), a QURE CRL wouldn't surprise me and it should be celebrated.", "quoted_text": null, "parent_author": "idalopirdine", "ret_m1d": -0.023427289633506043, "ret_signed_m1d": -0.023427289633506043, "alpha_spy_m1d": -0.013133846330363408, "alpha_c_m1d": -0.012929455193765316, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.010497834439740727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013015234461562386, "ret_signed_p1d": 0.013015234461562386, "alpha_spy_p1d": 0.013030177340345617, "alpha_c_p1d": 0.010666890629509096, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.00234834383205329, "ret_p1w": 0.01952281031818548, "ret_signed_p1w": 0.01952281031818548, "alpha_spy_p1w": -0.0012429324629830152, "alpha_c_p1w": 0.008610418484615412, "bench_spy_p1w": 0.020765742781168495, "bench_c_p1w": 0.010912391833570068, "ret_p1m": -0.24338389972625207, "ret_signed_p1m": -0.24338389972625207, "alpha_spy_p1m": -0.22667006062200346, "alpha_c_p1m": -0.2972551070202518, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": 0.053871207293999746, "ret_p3m": -0.07288496544182055, "ret_signed_p3m": -0.07288496544182055, "alpha_spy_p3m": -0.09690596394514917, "alpha_c_p3m": -0.17057088290271027, "bench_spy_p3m": 0.024020998503328617, "bench_c_p3m": 0.09768591746088973, "ret_p6m": -0.10455531137446772, "ret_signed_p6m": -0.10455531137446772, "alpha_spy_p6m": -0.17003968158163096, "alpha_c_p6m": -0.12401581078169643, "bench_spy_p6m": 0.06548437020716324, "bench_c_p6m": 0.019460499407228715, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24338389972625207, "alpha_spy_stated": -0.22667006062200346, "alpha_c_stated": -0.2972551070202518, "price_path": [-0.4091, -0.4221, -0.4412, -0.4824, -0.3987, -0.3132, -0.2733, -0.2876, -0.3098, -0.2581, -0.2733, -0.2946, -0.2208, -0.2091, -0.2217, -0.1844, -0.115, -0.1193, -0.0538, -0.0894, -0.1245, -0.1072, -0.1297, -0.1228, -0.2165, -0.2078, -0.2161, -0.2043, -0.2104, -0.2121, -0.1779, -0.1991, -0.1883, -0.2364, -0.2347, -0.2529, -0.223, -0.2456, -0.2421, -0.2148, -0.2603, -0.1965, -0.2438, -0.1909, -0.2221, -0.2078, -0.2312, -0.2035, -0.1835, -0.164, -0.1618, -0.0304, -0.0178, 0.0091, 0.003, 0.0143, 0.0035, -0.0408, -0.0473, -0.0703, -0.0369, 0.0126, -0.0234, 0.0, 0.013, -0.0252, -0.0503, -0.0104, 0.0195, 0.0508, 0.0174, 0.0087, 0.0416, 0.0607, -0.2972, -0.19, -0.2347, -0.2351, -0.2508, -0.22, -0.2191, -0.2269, -0.1839, -0.239, -0.2434, -0.2889, -0.285, -0.2325, -0.1796, -0.1605, -0.0911, -0.0742, -0.1445, -0.1119, -0.0525, -0.01, -0.0343, -0.0516, -0.0382, -0.0369, -0.0564, -0.0659, -0.0651, -0.0321, -0.0829, -0.1176, -0.0872, -0.079, -0.0456, -0.0317, -0.0403, -0.0534, -0.0677, -0.0664, -0.0755, -0.0859, -0.0304, 0.0178, 0.0043, 0.0338, -0.0829, -0.069, -0.0108, -0.0755, -0.0833, -0.0872, -0.0729, -0.0547, -0.0833, -0.0108, -0.0382, -0.0755, -0.0785, -0.1176, -0.1011, -0.1202, -0.144, -0.2612, -0.1974, -0.2056, -0.2048, -0.2208, -0.2451, -0.2282, -0.2243, -0.2026, -0.1935, -0.1809, -0.2139, -0.1826, -0.177, -0.243, -0.2729, -0.292, -0.3115, -0.302, -0.2959, -0.2751, -0.2347, -0.2338, -0.2373, -0.2607, -0.2885, -0.2772, -0.2694, -0.2555, -0.2777, -0.2759, -0.2317, -0.236, 0.0312, -0.0594, -0.1336, -0.1115, -0.056, -0.0399, 0.0078, -0.0108, 0.0013, -0.0499, -0.0356, -0.0811, -0.0547, -0.039, -0.0573, -0.0816, -0.0651, -0.0707, -0.1028, -0.1046]}
{"unit_id": "reply:1982815542042886569", "ticker_idx": 0, "ts": "2025-10-27T14:23:58+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The company as it currently exists, in my opinion, is worth less than the cash they currently hold.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: Hy's Law liver event + trial hold means company is worth less than cash on hand.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "??? Not before it went to the $5s\n\n$NTLA has run on literally nothing but the bull market for the last several weeks.\n\nThis.  This breaks it.  This is Hy’s Law.  Different and FAR worse than the last event that lacked bilirubin elevation.  And this time the trial is getting put on hold.  \n\nThe company as it currently exists, in my opinion, is worth less than the cash they currently hold.", "reply_text": null, "parent_text": "@A_May_MD I don't disagree with any of this, but what do you think breaks it? This was all pretty clear after the last liver event too, and the stock still ~quadrupled", "quoted_text": null, "parent_author": "pemulisking", "ret_m1d": 0.7308992865110409, "ret_signed_m1d": -0.7308992865110409, "alpha_spy_m1d": -0.7425594777883632, "alpha_c_m1d": -0.733222175795517, "bench_spy_m1d": -0.011660191277322318, "bench_c_m1d": -0.002322889284476104, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05611899431013012, "ret_signed_p1d": 0.05611899431013012, "alpha_spy_p1d": 0.05877492028152598, "alpha_c_p1d": 0.04983362194247343, "bench_spy_p1d": 0.002655925971395856, "bench_c_p1d": -0.006285372367656694, "ret_p1w": -0.11629481213421933, "ret_signed_p1w": 0.11629481213421933, "alpha_spy_p1w": 0.11352195465047232, "alpha_c_p1w": 0.10317732588790618, "bench_spy_p1w": -0.0027728574837470044, "bench_c_p1w": -0.013117486246313148, "ret_p1m": -0.42190667932472126, "ret_signed_p1m": 0.42190667932472126, "alpha_spy_p1m": 0.4069922535235585, "alpha_c_p1m": 0.5066235458535655, "bench_spy_p1m": -0.014914425801162756, "bench_c_p1m": 0.08471686652884425, "ret_p3m": -0.0655848728553532, "ret_signed_p3m": 0.0655848728553532, "alpha_spy_p3m": 0.08343965020365363, "alpha_c_p3m": 0.12432042720036618, "bench_spy_p3m": 0.017854777348300432, "bench_c_p3m": 0.058735554345012986, "ret_p6m": -0.15855309486660774, "ret_signed_p6m": 0.15855309486660774, "alpha_spy_p6m": 0.20290498399757217, "alpha_c_p6m": 0.14262074658606305, "bench_spy_p6m": 0.04435188913096444, "bench_c_p6m": -0.015932348280544684, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.42190667932472126, "alpha_spy_stated": 0.4069922535235585, "alpha_c_stated": 0.5066235458535655, "price_path": [-0.1548, -0.1663, -0.213, -0.2231, -0.1805, -0.217, -0.2312, -0.2252, -0.2705, -0.2738, -0.2657, -0.2563, -0.263, -0.2569, -0.2745, -0.3043, -0.3097, -0.3154, -0.2887, -0.2306, -0.2319, -0.2279, -0.2157, -0.2323, -0.2292, -0.2082, -0.2143, -0.1846, -0.1995, -0.1968, -0.2366, -0.2279, -0.2279, -0.2177, -0.1704, -0.1609, 0.0892, 0.0541, 0.167, 0.1548, 0.2008, 0.1231, 0.1028, 0.144, 0.1677, 0.2684, 0.382, 0.3496, 0.3888, 0.382, 0.6545, 0.7214, 0.6579, 0.6065, 0.616, 0.7532, 0.6842, 0.6734, 0.8918, 0.8235, 0.6619, 0.7505, 0.7309, 0.0, -0.0561, -0.1129, -0.1707, -0.1467, -0.1163, -0.1751, -0.0825, -0.167, -0.3563, -0.3421, -0.3117, -0.3584, -0.4138, -0.4118, -0.4266, -0.4273, -0.4429, -0.4564, -0.4449, -0.4354, -0.4219, -0.4239, -0.3922, -0.4307, -0.4523, -0.3874, -0.3414, -0.3502, -0.3617, -0.3712, -0.3665, -0.3543, -0.3901, -0.382, -0.3834, -0.4057, -0.3996, -0.3759, -0.3442, -0.3631, -0.3516, -0.3617, -0.382, -0.3874, -0.3922, -0.3773, -0.3665, -0.3421, -0.3151, -0.2887, -0.2982, -0.2272, -0.2062, -0.1873, -0.1974, -0.1548, -0.1325, -0.0514, 0.0751, -0.0108, -0.0568, 0.0027, -0.0656, -0.0602, -0.1109, -0.117, -0.1176, -0.1643, -0.2502, -0.1697, -0.1555, -0.1947, -0.1886, -0.2143, -0.1974, -0.1738, -0.1562, -0.1183, -0.1454, -0.1102, -0.0818, -0.0926, -0.0345, -0.0683, 0.0439, -0.0801, -0.0656, -0.1109, -0.0913, -0.0609, -0.0892, -0.1204, -0.1312, -0.1373, -0.0953, -0.0886, -0.1068, -0.1109, -0.1318, -0.1136, -0.1339, -0.1034, -0.1048, -0.1636, -0.2123, -0.1332, -0.1028, -0.1122, -0.1007, -0.0838, -0.0622, -0.0649, -0.0879, -0.0358, -0.0007, 0.0101, -0.0426, 0.0108, 0.0284, 0.0352, 0.1204, 0.073, -0.0784, -0.1183, -0.1075, -0.1586]}
{"unit_id": "thread:1982772273481425027", "ticker_idx": 0, "ts": "2025-10-27T11:32:02+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You can still short $NTLA at a >$1.5B valuation? >2x higher than it was a few months ago? Don't mind if I do!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Actively shorting NTLA citing Hy's Law safety signal; sees valuation as still inflated despite recent decline.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I told you $NTLA was toast.  Vindicated.\n\nShut it down.\n\n---\n\nYou can still short $NTLA at a &gt;$1.5B valuation?  \n\n&gt;2x higher than it was a few months ago?\n\nDon’t mind if I do!\n\n---\n\nHy’s law.\n\nNight night $NTLA\n\n---\n\n“They’ve crossed the threshold which would meet the traditional definition of Hy’s Law”\n\n$14.50 right now lmaoooo ok guys.\n\n---\n\n$NTLA #Hy’sLaw https://t.co/Uy99bkr9bS\n\n---\n\n$NTLA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.7308992865110409, "ret_signed_m1d": -0.7308992865110409, "alpha_spy_m1d": -0.7425594777883632, "alpha_c_m1d": -0.733222175795517, "bench_spy_m1d": -0.011660191277322318, "bench_c_m1d": -0.002322889284476104, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05611899431013012, "ret_signed_p1d": 0.05611899431013012, "alpha_spy_p1d": 0.05877492028152598, "alpha_c_p1d": 0.04983362194247343, "bench_spy_p1d": 0.002655925971395856, "bench_c_p1d": -0.006285372367656694, "ret_p1w": -0.11629481213421933, "ret_signed_p1w": 0.11629481213421933, "alpha_spy_p1w": 0.11352195465047232, "alpha_c_p1w": 0.10317732588790618, "bench_spy_p1w": -0.0027728574837470044, "bench_c_p1w": -0.013117486246313148, "ret_p1m": -0.42190667932472126, "ret_signed_p1m": 0.42190667932472126, "alpha_spy_p1m": 0.4069922535235585, "alpha_c_p1m": 0.5066235458535655, "bench_spy_p1m": -0.014914425801162756, "bench_c_p1m": 0.08471686652884425, "ret_p3m": -0.0655848728553532, "ret_signed_p3m": 0.0655848728553532, "alpha_spy_p3m": 0.08343965020365363, "alpha_c_p3m": 0.12432042720036618, "bench_spy_p3m": 0.017854777348300432, "bench_c_p3m": 0.058735554345012986, "ret_p6m": -0.15855309486660774, "ret_signed_p6m": 0.15855309486660774, "alpha_spy_p6m": 0.20290498399757217, "alpha_c_p6m": 0.14262074658606305, "bench_spy_p6m": 0.04435188913096444, "bench_c_p6m": -0.015932348280544684, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.42190667932472126, "alpha_spy_stated": 0.4069922535235585, "alpha_c_stated": 0.5066235458535655, "price_path": [-0.1548, -0.1663, -0.213, -0.2231, -0.1805, -0.217, -0.2312, -0.2252, -0.2705, -0.2738, -0.2657, -0.2563, -0.263, -0.2569, -0.2745, -0.3043, -0.3097, -0.3154, -0.2887, -0.2306, -0.2319, -0.2279, -0.2157, -0.2323, -0.2292, -0.2082, -0.2143, -0.1846, -0.1995, -0.1968, -0.2366, -0.2279, -0.2279, -0.2177, -0.1704, -0.1609, 0.0892, 0.0541, 0.167, 0.1548, 0.2008, 0.1231, 0.1028, 0.144, 0.1677, 0.2684, 0.382, 0.3496, 0.3888, 0.382, 0.6545, 0.7214, 0.6579, 0.6065, 0.616, 0.7532, 0.6842, 0.6734, 0.8918, 0.8235, 0.6619, 0.7505, 0.7309, 0.0, -0.0561, -0.1129, -0.1707, -0.1467, -0.1163, -0.1751, -0.0825, -0.167, -0.3563, -0.3421, -0.3117, -0.3584, -0.4138, -0.4118, -0.4266, -0.4273, -0.4429, -0.4564, -0.4449, -0.4354, -0.4219, -0.4239, -0.3922, -0.4307, -0.4523, -0.3874, -0.3414, -0.3502, -0.3617, -0.3712, -0.3665, -0.3543, -0.3901, -0.382, -0.3834, -0.4057, -0.3996, -0.3759, -0.3442, -0.3631, -0.3516, -0.3617, -0.382, -0.3874, -0.3922, -0.3773, -0.3665, -0.3421, -0.3151, -0.2887, -0.2982, -0.2272, -0.2062, -0.1873, -0.1974, -0.1548, -0.1325, -0.0514, 0.0751, -0.0108, -0.0568, 0.0027, -0.0656, -0.0602, -0.1109, -0.117, -0.1176, -0.1643, -0.2502, -0.1697, -0.1555, -0.1947, -0.1886, -0.2143, -0.1974, -0.1738, -0.1562, -0.1183, -0.1454, -0.1102, -0.0818, -0.0926, -0.0345, -0.0683, 0.0439, -0.0801, -0.0656, -0.1109, -0.0913, -0.0609, -0.0892, -0.1204, -0.1312, -0.1373, -0.0953, -0.0886, -0.1068, -0.1109, -0.1318, -0.1136, -0.1339, -0.1034, -0.1048, -0.1636, -0.2123, -0.1332, -0.1028, -0.1122, -0.1007, -0.0838, -0.0622, -0.0649, -0.0879, -0.0358, -0.0007, 0.0101, -0.0426, 0.0108, 0.0284, 0.0352, 0.1204, 0.073, -0.0784, -0.1183, -0.1075, -0.1586]}
{"unit_id": "reply:2003290714369851513", "ticker_idx": 0, "ts": "2025-12-23T02:25:00+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IMO the AA signal is even more convincing than that P1b AtD signal ever was", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR; author argues the AA signal is more convincing than the prior AD signal that the market doubted but proved correct.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@hannibalspeaks And the naysayers (and market at large) said the AtD signal was fake.   Obviously I disagreed then, as I do now with AA.\n\nIMO the AA signal is even more convincing than that P1b AtD signal ever was 🤷🏻‍♂️", "reply_text": null, "parent_text": "@A_May_MD Your great win in the AD readout came from microanalysing a much smaller sample. No harm in looking at $NKTR has in AA, and comparing to the dozen or so studies of similar size. There are red flags IMO.", "quoted_text": null, "parent_author": "hannibalspeaks", "ret_m1d": -0.022042275357998964, "ret_signed_m1d": -0.022042275357998964, "alpha_spy_m1d": -0.017492666561030212, "alpha_c_m1d": -0.02404240604414376, "bench_spy_m1d": -0.0045496087969687515, "bench_c_m1d": 0.0020001306861447965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01169591696967165, "ret_signed_p1d": -0.01169591696967165, "alpha_spy_p1d": -0.01521359136591649, "alpha_c_p1d": -0.016922077647001488, "bench_spy_p1d": 0.003517674396244841, "bench_c_p1d": 0.005226160677329839, "ret_p1w": -0.0490328463802675, "ret_signed_p1w": -0.0490328463802675, "alpha_spy_p1w": -0.040253287636130786, "alpha_c_p1w": -0.047806947075227146, "bench_spy_p1w": -0.008779558744136717, "bench_c_p1w": -0.0012258993050403566, "ret_p1m": -0.1637426659740837, "ret_signed_p1m": -0.1637426659740837, "alpha_spy_p1m": -0.17067615918441015, "alpha_c_p1m": -0.18380852506891499, "bench_spy_p1m": 0.006933493210326436, "bench_c_p1m": 0.020065859094831273, "ret_p3m": 0.5962663671194024, "ret_signed_p3m": 0.5962663671194024, "alpha_spy_p3m": 0.6560201852097922, "alpha_c_p3m": 0.6520820043591805, "bench_spy_p3m": -0.05975381809038982, "bench_c_p3m": -0.055815637239778115, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1637426659740837, "alpha_spy_stated": -0.17067615918441015, "alpha_c_stated": -0.18380852506891499, "price_path": [0.357, 0.251, 0.3158, 0.3252, 0.2798, 0.3237, 0.3608, 0.3619, 0.348, 0.3045, 0.2722, 0.2515, 0.2222, 0.291, 0.2839, 0.2796, 0.2362, 0.2994, 0.4168, 0.3356, 0.3896, 0.4314, 0.3518, 0.4073, 0.3702, 0.3412, 0.4125, 0.4604, 0.3477, 0.26, 0.2204, 0.2398, 0.2589, 0.3039, 0.3329, 0.2971, 0.2135, 0.2749, 0.3401, 0.3309, 0.3574, 0.2395, 0.2209, 0.3189, 0.3574, 0.4775, 0.4667, 0.3745, 0.2337, 0.285, 0.2976, 0.2798, 0.2883, 0.3221, 0.2987, 0.1498, 0.2303, 0.1988, 0.1057, 0.0218, -0.0103, 0.0535, -0.022, 0.0, -0.0117, 0.0007, -0.0389, -0.0576, -0.049, -0.0234, 0.0002, -0.0335, -0.0214, -0.0679, -0.1068, -0.128, -0.1772, -0.1883, -0.2047, -0.1525, -0.1851, -0.1696, -0.1784, -0.1653, -0.1637, -0.1446, -0.1923, -0.2076, -0.1604, -0.1426, -0.126, -0.1534, -0.2101, -0.1721, -0.1662, 0.2596, 0.4924, 0.5969, 0.6044, 0.6604, 0.646, 0.6613, 0.6583, 0.6559, 0.5389, 0.5828, 0.4822, 0.5515, 0.5376, 0.5319, 0.5994, 0.6296, 0.5902, 0.5553, 0.621, 0.6493, 0.5825, 0.6475, 0.6242, 0.6883, 0.646, 0.6833, 0.6244, 0.6721, 0.641, 0.6212, 0.5963, 0.5443, 0.4676, 0.6183, 0.7029, 0.7317, 0.6806, 0.7148, 0.6887, 0.751, 0.7431, 0.8095, 0.8277, 0.8718, 0.8891, 0.9087, 1.2571, 1.2078, 1.0963, 1.0526, 1.0621, 0.951, 0.8851, 0.8713, 0.9127, 0.9447, 0.9543, 0.8929, 0.9139, 0.8752, 0.8419, 0.7706, 0.7641, 0.7083, 0.6718, 0.5884, 0.5391, 0.52, 0.563, 0.5425, 0.4982, 0.4746, 0.471, 0.4622, 0.4593, 0.4363, 0.3171, 0.3322, 0.334, 0.2892, 0.2735, 0.2647, 0.2771, 0.3318, 0.3356, 0.3754, 0.3556, 0.3702, 0.3702, null, null, null, null, null]}
{"unit_id": "thread:1987301804262973657", "ticker_idx": 0, "ts": "2025-11-08T23:30:47+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NTLA should trade below cash", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: platform has safety/efficacy issues vs existing HAE treatments; stock should trade below cash.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "3 $NTLA HAE patients have continued having attacks out to 1+ year.\n\n5 $NTLA HAE patients have continued having attacks out to ~6+ months. \n\n$NTLA’s most recent update headline prior to this (which didn’t move the stock) was “100% of patients attack free”.  \n\nGood luck pumping this, $NTLA cult 😂 \n\nYou’ve got a platform that just killed someone in a disease where simple pills/shots already offer a borderline cure, and there’s a whole lots of breakthrough attack lines on that graphic below.  \n\n$NTLA should trade below cash.\n\n---\n\n“bUt ThE sTuDy WaS dOuBlE bLiNd”\n\nYeah, so are literally *all* of the HAE studies that we compare this too...this is not an “excuse” for all the breakthrough attacks.\n\nLike I’ve said so many times:  The efficacy is impressive for a totally new modality.  However, we already have multiple shots and pills that are HIGHLY effective without the risks (now both known and unknown) of permanent gene editing.\n\nIt’s “cool” that they’ve been able to accomplish what they have, but it’s just not a viable approach for this condition in the modern day.  Especially given that the efficacy isn’t perfect and now with the potential need to worry about fatal side effects.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021582640735087866, "ret_signed_m1d": 0.021582640735087866, "alpha_spy_m1d": 0.006218114456962409, "alpha_c_m1d": 0.013842351069459524, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.0077402896656283415, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0462487959003568, "ret_signed_p1d": -0.0462487959003568, "alpha_spy_p1d": -0.043959438045818366, "alpha_c_p1d": -0.02316353267471971, "bench_spy_p1d": 0.002289357854538432, "bench_c_p1d": 0.023085263225637087, "ret_p1w": -0.12846865969252674, "ret_signed_p1w": 0.12846865969252674, "alpha_spy_p1w": 0.10532654809721365, "alpha_c_p1w": 0.1584795332277128, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": 0.030010873535186056, "ret_p1m": -0.036998938706476525, "ret_signed_p1m": 0.036998938706476525, "alpha_spy_p1m": 0.045994715270207265, "alpha_c_p1m": 0.06999731812348464, "bench_spy_p1m": 0.00899577656373074, "bench_c_p1m": 0.03299837941700812, "ret_p3m": 0.233299133048257, "ret_signed_p3m": -0.233299133048257, "alpha_spy_p3m": -0.21486063585680681, "alpha_c_p3m": -0.16787697493986764, "bench_spy_p3m": 0.018438497191450187, "bench_c_p3m": 0.06542215810838936, "ret_p6m": 0.46762594088355924, "ret_signed_p6m": -0.46762594088355924, "alpha_spy_p6m": -0.372097765706773, "alpha_c_p6m": -0.46314165234790927, "bench_spy_p6m": 0.09552817517678625, "bench_c_p6m": 0.004484288535649972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.036998938706476525, "alpha_spy_stated": 0.045994715270207265, "alpha_c_stated": 0.06999731812348464, "price_path": [0.1161, 0.1305, 0.1202, 0.1295, 0.1028, 0.0576, 0.0493, 0.0406, 0.0812, 0.1696, 0.1675, 0.1737, 0.1922, 0.167, 0.1716, 0.2035, 0.1942, 0.2395, 0.2169, 0.221, 0.1603, 0.1737, 0.1737, 0.1891, 0.261, 0.2754, 0.6557, 0.6023, 0.7739, 0.7554, 0.8253, 0.7071, 0.6763, 0.739, 0.7749, 0.9281, 1.1007, 1.0514, 1.111, 1.1007, 1.5149, 1.6166, 1.52, 1.4419, 1.4563, 1.665, 1.5601, 1.5437, 1.8756, 1.7718, 1.5262, 1.6608, 1.631, 0.52, 0.4347, 0.3484, 0.2605, 0.297, 0.3433, 0.2539, 0.3947, 0.2662, -0.0216, 0.0, 0.0462, -0.0247, -0.1089, -0.1059, -0.1285, -0.1295, -0.1531, -0.1737, -0.1562, -0.1418, -0.1213, -0.1244, -0.0761, -0.1346, -0.1675, -0.0689, 0.001, -0.0123, -0.0298, -0.0442, -0.037, -0.0185, -0.073, -0.0606, -0.0627, -0.0966, -0.0874, -0.0514, -0.0031, -0.0319, -0.0144, -0.0298, -0.0606, -0.0689, -0.0761, -0.0534, -0.037, 0.0, 0.0411, 0.0812, 0.0668, 0.1747, 0.2066, 0.2354, 0.2199, 0.2847, 0.3186, 0.4419, 0.6341, 0.5036, 0.4337, 0.5242, 0.4203, 0.4286, 0.3515, 0.3422, 0.3412, 0.2703, 0.1398, 0.2621, 0.2837, 0.224, 0.2333, 0.1942, 0.2199, 0.2559, 0.2826, 0.3402, 0.2991, 0.3525, 0.3957, 0.3792, 0.4676, 0.4162, 0.5868, 0.3983, 0.4203, 0.3515, 0.3813, 0.4275, 0.3844, 0.3371, 0.3207, 0.3114, 0.3751, 0.3854, 0.3577, 0.3515, 0.3196, 0.3474, 0.3165, 0.3628, 0.3607, 0.2713, 0.1973, 0.3176, 0.3638, 0.3494, 0.3669, 0.3926, 0.4255, 0.4214, 0.3864, 0.4656, 0.519, 0.5355, 0.4553, 0.5365, 0.5632, 0.5735, 0.703, 0.631, 0.4008, 0.3402, 0.3566, 0.279, 0.3854, 0.3628, 0.4255, 0.3679, 0.4234, 0.409, 0.4481, 0.482, 0.4378, 0.4676]}
{"unit_id": "reply:1960117352722215221", "ticker_idx": 0, "ts": "2025-08-25T23:09:28+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "maintenance is gonna hit 😎", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Agrees maintenance will hit, implying ABVX price above $116 and toward $150+.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DueDoctor @semodough Yes and the cool part is that maintenance is gonna hit 😎", "reply_text": null, "parent_text": "@semodough $116 is too low for $ABVX\n\nIf maintenance hits $150 minimum", "quoted_text": null, "parent_author": "DueDoctor", "ret_m1d": -0.028105369504897282, "ret_signed_m1d": -0.028105369504897282, "alpha_spy_m1d": -0.02393576270634623, "alpha_c_m1d": -0.02190323176309983, "bench_spy_m1d": -0.004169606798551051, "bench_c_m1d": -0.006202137741797453, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003387661899682981, "ret_signed_p1d": -0.003387661899682981, "alpha_spy_p1d": -0.005666210305277697, "alpha_c_p1d": -0.0028038888286069374, "bench_spy_p1d": 0.002278548405594716, "bench_c_p1d": -0.0005837730710760436, "ret_p1w": 0.04956091253305672, "ret_signed_p1w": 0.04956091253305672, "alpha_spy_p1w": 0.05176188641378121, "alpha_c_p1w": 0.050582515407439854, "bench_spy_p1w": -0.0022009738807244883, "bench_c_p1w": -0.0010216028743831318, "ret_p1m": 0.028858257714256208, "ret_signed_p1m": 0.028858257714256208, "alpha_spy_p1m": 0.006050869137721904, "alpha_c_p1m": 0.04568853911520787, "bench_spy_p1m": 0.022807388576534304, "bench_c_p1m": -0.016830281400951663, "ret_p3m": 0.5772898857964792, "ret_signed_p3m": 0.5772898857964792, "alpha_spy_p3m": 0.5378826010798945, "alpha_c_p3m": 0.4392378178852645, "bench_spy_p3m": 0.03940728471658472, "bench_c_p3m": 0.13805206791121472, "ret_p6m": 0.49899630859820343, "ret_signed_p6m": 0.49899630859820343, "alpha_spy_p6m": 0.4244513032736832, "alpha_c_p6m": 0.34019785252910073, "bench_spy_p6m": 0.07454500532452024, "bench_c_p6m": 0.1587984560691027, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.028858257714256208, "alpha_spy_stated": 0.006050869137721904, "alpha_c_stated": 0.04568853911520787, "price_path": [-0.9286, -0.9287, -0.9245, -0.9245, -0.9203, -0.9029, -0.8989, -0.8977, -0.8972, -0.9021, -0.9013, -0.9069, -0.9119, -0.9124, -0.9157, -0.924, -0.9241, -0.9251, -0.9233, -0.9166, -0.9115, -0.9099, -0.9072, -0.904, -0.9039, -0.9026, -0.9001, -0.9003, -0.9028, -0.8957, -0.8959, -0.8962, -0.8892, -0.889, -0.876, -0.8703, -0.8752, -0.8728, -0.8745, -0.1393, -0.1247, -0.1657, -0.1647, -0.1242, -0.1112, -0.0995, -0.0973, -0.0957, -0.1103, -0.1331, -0.1215, -0.1201, -0.1343, -0.0977, -0.1231, -0.1272, -0.1162, -0.1216, -0.1348, -0.098, -0.0661, -0.0304, -0.0281, 0.0, -0.0034, 0.0243, 0.0167, 0.0287, 0.0496, 0.0734, 0.1045, 0.1292, 0.1198, 0.0995, 0.0785, 0.0541, 0.0774, 0.0324, 0.0163, 0.0453, 0.0326, 0.0315, 0.0291, 0.0358, 0.0289, 0.0394, 0.0455, 0.0652, 0.0339, 0.0398, 0.0529, 0.0875, 0.0917, 0.0854, 0.1369, 0.1765, 0.1999, 0.2274, 0.1996, 0.1657, 0.1635, 0.1479, 0.1502, 0.1381, 0.1351, 0.1388, 0.19, 0.1825, 0.2414, 0.3085, 0.2851, 0.2403, 0.2376, 0.2498, 0.3036, 0.3208, 0.3315, 0.3684, 0.2977, 0.266, 0.3851, 0.4256, 0.4282, 0.4172, 0.542, 0.4946, 0.5773, 0.6089, 0.5769, 0.5662, 0.5046, 0.4408, 0.3918, 0.3882, 0.4368, 0.4435, 0.5438, 0.6001, 0.6699, 0.5752, 0.4794, 0.3925, 0.3905, 0.4255, 0.4422, 0.7405, 0.7359, 0.8232, 0.7856, 0.7616, 0.7358, 0.692, 0.6784, 0.5462, 0.4944, 0.587, 0.4491, 0.4354, 0.4806, 0.5011, 0.5685, 0.4655, 0.4693, 0.4911, 0.5058, 0.5512, 0.5322, 0.5167, 0.4917, 0.4301, 0.4246, 0.3946, 0.3985, 0.4218, 0.425, 0.3891, 0.4764, 0.5029, 0.4954, 0.5404, 0.5626, 0.5683, 0.5763, 0.5932, 0.6341, 0.6355, 0.6676, 0.6097, 0.5474, 0.499]}
{"unit_id": "reply:1986121342593474625", "ticker_idx": 0, "ts": "2025-11-05T17:20:03+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they should take $60 if they can get it", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implies VKTX could/should be acquired at $60, a bullish buyout price target.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@emircan_sahinnn Idk 🤷🏻‍♂️ they should take $60 if they can get it", "reply_text": null, "parent_text": "@A_May_MD At what price would you see VKTX getting bought in this scenario ?", "quoted_text": null, "parent_author": "monsignorPRUlTT", "ret_m1d": -0.05045242914725667, "ret_signed_m1d": -0.05045242914725667, "alpha_spy_m1d": -0.04699892054454713, "alpha_c_m1d": -0.04660785169689974, "bench_spy_m1d": -0.003453508602709543, "bench_c_m1d": -0.003844577450356934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021935816020933085, "ret_signed_p1d": 0.021935816020933085, "alpha_spy_p1d": 0.03266517989017059, "alpha_c_p1d": 0.020013685747909404, "bench_spy_p1d": -0.010729363869237507, "bench_c_p1d": 0.0019221302730236811, "ret_p1w": 0.11817925457449863, "ret_signed_p1w": 0.11817925457449863, "alpha_spy_p1w": 0.10961932333950064, "alpha_c_p1w": 0.0690238045598155, "bench_spy_p1w": 0.008559931234997986, "bench_c_p1w": 0.04915545001468313, "ret_p1m": 0.05703312165442598, "ret_signed_p1m": 0.05703312165442598, "alpha_spy_p1m": 0.04506409496911479, "alpha_c_p1m": 0.004857045394572879, "bench_spy_p1m": 0.01196902668531119, "bench_c_p1m": 0.0521760762598531, "ret_p3m": -0.22018098211872483, "ret_signed_p3m": -0.22018098211872483, "alpha_spy_p3m": -0.2424376934092567, "alpha_c_p3m": -0.30751843661654776, "bench_spy_p3m": 0.02225671129053186, "bench_c_p3m": 0.08733745449782293, "ret_p6m": -0.14093778790660472, "ret_signed_p6m": -0.14093778790660472, "alpha_spy_p6m": -0.23574579048456568, "alpha_c_p6m": -0.13430191729652163, "bench_spy_p6m": 0.09480800257796096, "bench_c_p6m": -0.006635870610083083, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05703312165442598, "alpha_spy_stated": 0.04506409496911479, "alpha_c_stated": 0.004857045394572879, "price_path": [-0.025, 0.0389, 0.0472, 0.093, 0.1316, 0.1034, 0.0976, 0.1541, -0.3321, -0.2956, -0.2964, -0.2871, -0.2912, -0.286, -0.2701, -0.2438, -0.2583, -0.2462, -0.2643, -0.2726, -0.2602, -0.3013, -0.3071, -0.2906, -0.2942, -0.3197, -0.3396, -0.3504, -0.3669, -0.286, -0.3035, -0.2802, -0.3153, -0.2698, -0.312, -0.2989, -0.2923, -0.2794, -0.2495, -0.2355, -0.1851, -0.1149, -0.1353, -0.1124, -0.0409, -0.0798, -0.0702, -0.0938, -0.037, -0.0477, -0.0805, -0.0746, -0.0957, -0.1385, -0.0699, -0.0562, -0.0148, -0.0422, -0.0343, 0.0466, 0.0441, -0.0129, -0.0505, 0.0, 0.0219, 0.0082, 0.0356, 0.1132, 0.1182, 0.0694, 0.0724, 0.048, 0.0354, -0.0118, -0.0603, -0.0606, -0.0499, -0.0277, -0.0055, 0.0093, -0.0526, -0.071, -0.0291, 0.0576, 0.057, 0.0414, 0.0222, 0.0291, 0.0203, 0.0167, -0.0088, -0.0206, -0.0595, -0.0691, -0.0351, -0.0293, -0.0016, 0.0241, 0.0195, -0.0003, -0.0315, -0.0354, -0.0288, -0.1187, -0.1143, -0.1121, -0.1322, -0.1228, -0.1291, -0.1585, -0.0584, -0.1259, -0.0699, -0.0809, -0.0847, -0.0653, -0.1165, -0.13, -0.139, -0.1662, -0.1708, -0.2037, -0.1796, -0.1936, -0.1895, -0.2791, -0.2202, -0.1966, -0.2117, -0.2172, -0.164, -0.2048, -0.1651, -0.1733, -0.1472, -0.1492, -0.0551, -0.0746, -0.0919, -0.096, -0.0721, -0.0858, -0.1245, -0.1187, -0.136, -0.0957, -0.0784, -0.0496, -0.0195, -0.0274, -0.023, -0.0126, -0.0258, -0.0801, -0.0699, -0.1135, -0.1075, -0.1179, -0.0897, -0.0609, -0.1083, -0.1796, -0.1078, -0.0962, -0.0458, -0.0696, -0.076, -0.0768, -0.0417, -0.0606, -0.04, -0.026, -0.028, -0.0263, -0.0348, -0.0258, -0.0732, -0.0609, -0.1006, -0.102, -0.0956, -0.1119, -0.1409, -0.1451, -0.1774, -0.1291, -0.1415, -0.1149, -0.1341, -0.1409]}
{"unit_id": "reply:1980007246869459025", "ticker_idx": 0, "ts": "2025-10-19T20:24:49+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "So, back to the prespecified PE p=0.003\n\nApproved.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish QURE: argues mHTT CSF measurement is irrelevant to approval; prespecified primary endpoint p=0.003 supports approval.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "mHTT measurement debate is basically pointless for $QURE\n\nFemtogram/mL concentration in the csf…concentrations so low that you can’t even capture it with ELISA, and the rest of the brain (that wasn’t injected) is still making mHTT.  Cant really measure it very accurately, and then given that only the striatum has been treated, mHTT in the CSF probably wouldn’t change with $QURE’s approach even if you could. The rest of the brain keeps making it. \n\nI’m not saying this means the drug works.  But they’ve got all the ammunition they could ever ask for to ignore CSF mHTT altogether. \n\nSo, back to the prespecified PE p=0.003\n\nApproved.", "reply_text": null, "parent_text": "@EmuConspiracy @A_May_MD @anthonystaj The drug doesn't seem to affect mHTT and if it does, will worsen dz progression just like tomi. Need to spare wtHTT.\n\nRetarded approach, after tomi failed all these programs should've been axed.\n\nHope this helps.", "quoted_text": null, "parent_author": "idalopirdine", "ret_m1d": -0.09261574371917713, "ret_signed_m1d": -0.09261574371917713, "alpha_spy_m1d": -0.0823223004160345, "alpha_c_m1d": -0.08211790927943641, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.010497834439740727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013297848849658678, "ret_signed_p1d": -0.013297848849658678, "alpha_spy_p1d": -0.013282905970875447, "alpha_c_p1d": -0.015646192681711968, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.00234834383205329, "ret_p1w": 0.0625782245710913, "ret_signed_p1w": 0.0625782245710913, "alpha_spy_p1w": 0.041812481789922806, "alpha_c_p1w": 0.05166583273752123, "bench_spy_p1w": 0.020765742781168495, "bench_c_p1w": 0.010912391833570068, "ret_p1m": -0.5352002513212388, "ret_signed_p1m": -0.5352002513212388, "alpha_spy_p1m": -0.5184864122169902, "alpha_c_p1m": -0.5890714586152386, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": 0.053871207293999746, "ret_p3m": -0.6598873530368738, "ret_signed_p3m": -0.6598873530368738, "alpha_spy_p3m": -0.6839083515402025, "alpha_c_p3m": -0.7575732704977636, "bench_spy_p3m": 0.024020998503328617, "bench_c_p3m": 0.09768591746088973, "ret_p6m": -0.7218397810392353, "ret_signed_p6m": -0.7218397810392353, "alpha_spy_p6m": -0.7873241512463985, "alpha_c_p6m": -0.741300280446464, "bench_spy_p6m": 0.06548437020716324, "bench_c_p6m": 0.019460499407228715, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5352002513212388, "alpha_spy_stated": -0.5184864122169902, "alpha_c_stated": -0.5890714586152386, "price_path": [-0.7771, -0.7594, -0.762, -0.7636, -0.7656, -0.786, -0.7738, -0.7822, -0.7857, -0.7846, -0.781, -0.789, -0.7896, -0.7922, -0.7791, -0.7763, -0.7716, -0.7531, -0.7469, -0.755, -0.7602, -0.7578, -0.7567, -0.7544, -0.7567, -0.753, -0.7536, -0.7456, -0.7445, -0.7339, -0.7281, -0.7226, -0.7192, -0.7273, -0.7264, -0.7265, -0.735, -0.7421, -0.7679, -0.7736, -0.7785, -0.7694, -0.783, -0.7836, -0.7863, -0.2569, -0.1763, -0.1503, -0.0707, -0.0868, -0.1397, -0.1474, -0.1408, -0.1722, -0.0939, -0.0618, -0.0042, -0.037, -0.0297, -0.0776, -0.0171, -0.0615, -0.0926, 0.0, -0.0133, -0.0627, -0.0718, -0.0455, 0.0626, 0.0951, 0.1043, 0.0616, 0.059, -0.4635, -0.5238, -0.5923, -0.5696, -0.5652, -0.5909, -0.5175, -0.5288, -0.5253, -0.5325, -0.5255, -0.5352, -0.5627, -0.5635, -0.5649, -0.5654, -0.5626, -0.5677, -0.5696, -0.5843, -0.6039, -0.6014, -0.6442, -0.6663, -0.6594, -0.6749, -0.6849, -0.691, -0.6948, -0.6804, -0.6575, -0.6397, -0.6256, -0.6247, -0.6092, -0.6217, -0.6059, -0.6119, -0.6158, -0.628, -0.6256, -0.6341, -0.646, -0.651, -0.6389, -0.6378, -0.6039, -0.6395, -0.6636, -0.6503, -0.6561, -0.6427, -0.6496, -0.6599, -0.645, -0.6076, -0.6047, -0.6187, -0.6399, -0.6299, -0.6446, -0.6136, -0.5651, -0.5831, -0.6164, -0.5987, -0.5925, -0.6134, -0.6228, -0.65, -0.6793, -0.6597, -0.6334, -0.6183, -0.6334, -0.6173, -0.6241, -0.6109, -0.7322, -0.7555, -0.8357, -0.8587, -0.8586, -0.8334, -0.7768, -0.7186, -0.7143, -0.7253, -0.735, -0.757, -0.7506, -0.7556, -0.7696, -0.7613, -0.7483, -0.7509, -0.7625, -0.7441, -0.7559, -0.7689, -0.7696, -0.7442, -0.7358, -0.7315, -0.7279, -0.7319, -0.7514, -0.745, -0.7594, -0.7196, -0.7326, -0.7301, -0.737, -0.725, -0.7178, -0.727, -0.7218]}
{"unit_id": "quote:1966184103251685772", "ticker_idx": 0, "ts": "2025-09-11T16:56:34+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you're a pod that shorted $NKTR on this nonsense today, keep that in mind 🫡", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: reddit patient anecdote driving the dip is old, unreliable, and inconsistent; 1,000+ patient safety data for Rezpeg remains intact.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Regarding the $NKTR \"dip\" on the patient anecdote:\n\nReally the only thing that surprises me here is that there was somehow still a serious investor somewhere who didn't already know about these posts.  These posts have been going around biotech investing circles already for months.  I have had multiple people messaging me about this reddit poster since over two months ago.\n\nObviously it should go without saying that anonymous reddit posts are not reliable sources of medical data, but beyond that, there a many inconsistencies in this \"story\" that speak out against any sort of dangerous liver adverse event.\n\nThe original post spoke about \"liver pain\" and \"pale stools\", which are not typical components of a drug reaction.  There was also clearly no sequelae of whatever (potential) lab abnormality may have been observed, and there was not any intervention needed.\n\nFurthermore, if you dig through this reddit account's history, you'll see some highly questionable stuff.  I'll leave most of that out, but there's at least one very important example -> This person has literally posted admission of illegally purchasing and abusing prescription narcotics.  *If* there was actually a liver enzyme elevation observed in this patient, it is valid to consider what exactly may have caused that given what we know.\n\nAnother strange element...The original post was made well over 2 months ago, and then inexplicably deleted.  It stayed deleted for multiple weeks, until, 2 days ago, the whole thing was reformulated and posted again by the same user.  Odd.  *Especially* in the context of this user having posted that they were trading $NKTR stock *while being enrolled in the study*...Not sure what to make of all that...\n\nI think we should also note that there are now >1,000 patients dosed with Rezpeg (largely due to the large P2 trials in Lupus and AtD) which showed no sign of an LFT elevation problem.  Almost all studies of 1000+ patients will show random (<1%) low grade LFT elevations without clinical sequelae.  This phenomenon is likely due to a variety of potential explanations such as viral infections, alcohol consumption, or illicit drug use, which are all captured at low baseline rates in large studies.  We have robust data supporting the safety of Rezpeg, and this reddit anecdote of dubious quality (and potentially of dubious intent) does not, in my opinion, undermine the 1,000+ patients of safety data we have. \n\nBesides all that, again...this literally isn't even new news.  These anecdotes are *literally* months old, just having been previously deleted and now recently re-posted.  If you're a pod that shorted $NKTR on this nonsense today, keep that in mind 🫡", "reply_text": null, "parent_text": null, "quoted_text": "$nktr Just to elaborate on what @Biohazard3737 is saying. Fake news 101! Pt 69 days ago makes a post before AtD data about their AA trial. Initially super happy with Rezpeg then suddenly has some liver trouble. \nPicture 1 - proof of above 69 days ago \nPicture 2 - seemingly https://t.co/bByzc9Md24", "parent_author": null, "ret_m1d": 0.020762701830416175, "ret_signed_m1d": 0.020762701830416175, "alpha_spy_m1d": 0.029004500546752854, "alpha_c_m1d": 0.03786831798318202, "bench_spy_m1d": -0.008241798716336679, "bench_c_m1d": -0.017105616152765846, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03135592199817072, "ret_signed_p1d": 0.03135592199817072, "alpha_spy_p1d": 0.03169055240751684, "alpha_c_p1d": 0.042879072013188635, "bench_spy_p1d": -0.000334630409346115, "bench_c_p1d": -0.011523150015017913, "ret_p1w": 0.2449151985537772, "ret_signed_p1w": 0.2449151985537772, "alpha_spy_p1w": 0.23787482247649194, "alpha_c_p1w": 0.26101895558081334, "bench_spy_p1w": 0.007040376077285249, "bench_c_p1w": -0.016103757027036147, "ret_p1m": 0.15127117106435795, "ret_signed_p1m": 0.15127117106435795, "alpha_spy_p1m": 0.15552827794893287, "alpha_c_p1m": 0.12951414513450477, "bench_spy_p1m": -0.004257106884574924, "bench_c_p1m": 0.02175702592985318, "ret_p3m": 0.2233051005330311, "ret_signed_p3m": 0.2233051005330311, "alpha_spy_p3m": 0.17487931327182715, "alpha_c_p3m": 0.1294333564230743, "bench_spy_p3m": 0.048425787261203945, "bench_c_p3m": 0.0938717441099568, "ret_p6m": 0.5519067545760405, "ret_signed_p6m": 0.5519067545760405, "alpha_spy_p6m": 0.5390445976249947, "alpha_c_p6m": 0.47034517746657456, "bench_spy_p6m": 0.012862156951045867, "bench_c_p6m": 0.08156157710946599, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15127117106435795, "alpha_spy_stated": 0.15552827794893287, "alpha_c_stated": 0.12951414513450477, "price_path": [-0.7977, -0.8144, -0.818, -0.804, -0.815, -0.8176, -0.8197, -0.7979, -0.482, -0.3831, -0.3712, -0.4542, -0.4525, -0.479, -0.4591, -0.4754, -0.5028, -0.5184, -0.5051, -0.4682, -0.4701, -0.4828, -0.4958, -0.4886, -0.435, -0.4716, -0.4748, -0.4814, -0.4703, -0.4792, -0.4703, -0.4989, -0.5146, -0.5324, -0.5407, -0.5136, -0.507, -0.522, -0.5244, -0.5392, -0.5114, -0.5239, -0.5, -0.4551, -0.4345, -0.4225, -0.4189, -0.4339, -0.429, -0.4068, -0.4273, -0.425, -0.3903, -0.3797, -0.3784, -0.3674, -0.3837, -0.3951, -0.2377, -0.1487, -0.0608, 0.029, 0.0208, 0.0, 0.0314, 0.0383, 0.057, 0.082, 0.2449, 0.1682, 0.2477, 0.2627, 0.2782, 0.1784, 0.2394, 0.2483, 0.2055, 0.2468, 0.2818, 0.2828, 0.2697, 0.2288, 0.1983, 0.1788, 0.1513, 0.2161, 0.2093, 0.2053, 0.1644, 0.2239, 0.3345, 0.2581, 0.3089, 0.3483, 0.2733, 0.3256, 0.2907, 0.2633, 0.3305, 0.3756, 0.2695, 0.1869, 0.1496, 0.1678, 0.1858, 0.2282, 0.2555, 0.2218, 0.143, 0.2008, 0.2623, 0.2536, 0.2786, 0.1676, 0.15, 0.2424, 0.2786, 0.3917, 0.3816, 0.2947, 0.1621, 0.2104, 0.2222, 0.2055, 0.2136, 0.2453, 0.2233, 0.0831, 0.1589, 0.1292, 0.0415, -0.0375, -0.0678, -0.0076, -0.0788, -0.0581, -0.0691, -0.0574, -0.0947, -0.1123, -0.1042, -0.0801, -0.0578, -0.0896, -0.0782, -0.122, -0.1587, -0.1786, -0.225, -0.2354, -0.2508, -0.2017, -0.2324, -0.2178, -0.2261, -0.2138, -0.2123, -0.1943, -0.2392, -0.2536, -0.2091, -0.1924, -0.1767, -0.2025, -0.2559, -0.2201, -0.2146, 0.1864, 0.4057, 0.5042, 0.5112, 0.564, 0.5504, 0.5648, 0.5621, 0.5597, 0.4496, 0.4909, 0.3962, 0.4614, 0.4483, 0.443, 0.5066, 0.535, 0.4979, 0.465, 0.5269, 0.5536, 0.4907, 0.5519]}
{"unit_id": "quote:1987935777540763874", "ticker_idx": 0, "ts": "2025-11-10T17:29:58+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR will have the preferred 2L AtD drug if they can simply repeat their P2 AtD data in P3… $NKTR will have a *huge* differentiation factor that applies to a quarter of the gargantuan atopic derm market", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish NKTR: updated escape-arm AtD data holds up, asthma signal adds major differentiation for ~25% of the eczema market; expects P3 repeat to confirm preferred 2L positioning.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$NKTR provided updated data on the escape arm AtD patients this weekend, as well as some interesting asthma data.  Worth keeping track of both!\n\nThe updated AtD crossover data held up well with increasing sample size.  The comp still looks quite tight with Lebri in its crossover study (updated data in attached table).\n\nNote that the biggest qualm with the $NKTR dataset here is the attrition in sample size, which likely selects for responders continuing on treatment (visible in sample sizes on 2nd photo).  This is something to watch, but do note that the lebri comp we are using here was *also* an \"as observed\" analysis that leads to enriching of response rate. \n\nWe can also look at an \"as observed\" analysis of OX40 with Rocatinlimab's \"Rocket Horizon\" study (3rd picture).  This showed 47% EASI75 and 26% EASI90 at week 24 (vs 60% and 37% for $NKTR's crossover patients).  Note here, though, the rocat data are \"as observed\", but not open label like Nektar's crossover patients.  \n\nNow, as for the asthma data.  Dupi is the only eczema drug to have ever shown efficacy in respiratory conditions.  It is a bit perplexing as to why, but OX40, and even lebri with its overlapping MoA have failed to impress on asthma.\n\nIs it stands, Dupi is the only drug you've got when your eczema patient also has asthma.  What's crazy is that this is 25% of the atopic derm market that also has eczema.  That's a HUGE chunk of patients.\n\nSo, even though I think it is already clear that $NKTR will have the preferred 2L AtD drug if they can simply repeat their P2 AtD data in P3, there would be almost no argument *against* that for the quarter of eczema patients who have comorbid asthma.\n\nWhy start your eczema+asthma patient on any other drug when you've got a medicine that treats both?\n\n$NKTR's asthma data come from their atopic derm study, which almost perfectly reflected real world comorbid asthma rates with ~100 asthma patients enrolled among their ~400 atopic derm study.\n\nThe early data are impressive, with placebo adjusted effect magnitudes looking comparable to dupixent on asthma QoL metrics (4th photo & credit to @CloisterRes because I'm too lazy to overlay the images rn).  Note that there were statistically significant effects already observed in a small P2 study...\n\nCaveats abound for this.  It wasn't an asthma study, and the absolute effect size is a bit small given placebo worsening.  That said, placebo response kinetics are quite different when the disease activity you're measuring isn't actually the disease that you're enrolled in a study for.  The deltas are still what I am paying attention to here, and they look quite good for $NKTR.\n\nFor me, the asthma takeaway is that they were somehow able to already make statistically significant improvements in asthma symptoms in a P2 study that barely set out to measure that disease in the first place.  Why wouldn't these results repeat in P3?  If that's the case, $NKTR will have a *huge* differentiation factor that applies to a quarter of the gargantuan atopic derm market.\n\nThat would be a big deal, and this entire asthma angle was never even on my bingo card for $NKTR to begin with.", "reply_text": null, "parent_text": null, "quoted_text": "$NKTR data update just now exceeded even my bullish expectations/hopes.\n\nHere's a breakdown of the situation and relevant data  (the end is the best part)\n👇👇👇\n\nMost of the presentation today is just the P2b data that we already had.\n❓So what's new❓\n\n$NKTR ran an \"escape arm\" https://t.co/UF8pWrHOGE", "parent_author": null, "ret_m1d": -0.03450060303406943, "ret_signed_m1d": -0.03450060303406943, "alpha_spy_m1d": -0.019136076755943976, "alpha_c_m1d": -0.02676031336844109, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.0077402896656283415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022252838945419517, "ret_signed_p1d": 0.022252838945419517, "alpha_spy_p1d": 0.019963481090881086, "alpha_c_p1d": -0.0008324242802175696, "bench_spy_p1d": 0.002289357854538432, "bench_c_p1d": 0.023085263225637087, "ret_p1w": 0.02777299597117433, "ret_signed_p1w": 0.02777299597117433, "alpha_spy_p1w": 0.05091510756648743, "alpha_c_p1w": -0.0022378775640117254, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": 0.030010873535186056, "ret_p1m": -0.0039675614523566605, "ret_signed_p1m": -0.0039675614523566605, "alpha_spy_p1m": -0.0129633380160874, "alpha_c_p1m": -0.03696594086936478, "bench_spy_p1m": 0.00899577656373074, "bench_c_p1m": 0.03299837941700812, "ret_p3m": 0.1445574793333828, "ret_signed_p3m": 0.1445574793333828, "alpha_spy_p3m": 0.12611898214193262, "alpha_c_p3m": 0.07913532122499345, "bench_spy_p3m": 0.018438497191450187, "bench_c_p3m": 0.06542215810838936, "ret_p6m": 0.31016034757504496, "ret_signed_p6m": 0.31016034757504496, "alpha_spy_p6m": 0.2146321723982587, "alpha_c_p6m": 0.305676059039395, "bench_spy_p6m": 0.09552817517678625, "bench_c_p6m": 0.004484288535649972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.1445574793333828, "alpha_spy_stated": 0.12611898214193262, "alpha_c_stated": 0.07913532122499345, "price_path": [-0.5929, -0.5563, -0.5396, -0.5298, -0.5268, -0.5391, -0.5351, -0.517, -0.5337, -0.5318, -0.5035, -0.4949, -0.4939, -0.4849, -0.4982, -0.5075, -0.3793, -0.3069, -0.2353, -0.1622, -0.1689, -0.1858, -0.1603, -0.1546, -0.1394, -0.119, 0.0136, -0.0488, 0.0159, 0.0281, 0.0407, -0.0405, 0.0091, 0.0164, -0.0185, 0.0152, 0.0436, 0.0445, 0.0338, 0.0005, -0.0243, -0.0402, -0.0626, -0.0098, -0.0154, -0.0186, -0.0519, -0.0035, 0.0866, 0.0243, 0.0657, 0.0978, 0.0367, 0.0794, 0.0509, 0.0286, 0.0833, 0.1201, 0.0336, -0.0336, -0.064, -0.0492, -0.0345, 0.0, 0.0223, -0.0052, -0.0693, -0.0223, 0.0278, 0.0207, 0.0411, -0.0493, -0.0637, 0.0116, 0.0411, 0.1332, 0.1249, 0.0542, -0.0538, -0.0145, -0.0048, -0.0185, -0.0119, 0.014, -0.004, -0.1182, -0.0564, -0.0806, -0.152, -0.2163, -0.241, -0.192, -0.25, -0.2331, -0.242, -0.2325, -0.2629, -0.2772, -0.2707, -0.251, -0.2329, -0.2588, -0.2494, -0.2851, -0.315, -0.3312, -0.369, -0.3774, -0.39, -0.35, -0.375, -0.3631, -0.3698, -0.3598, -0.3586, -0.344, -0.3805, -0.3923, -0.356, -0.3424, -0.3297, -0.3507, -0.3942, -0.365, -0.3605, -0.034, 0.1446, 0.2248, 0.2305, 0.2734, 0.2624, 0.2741, 0.2719, 0.27, 0.1803, 0.2139, 0.1368, 0.1899, 0.1792, 0.1749, 0.2267, 0.2498, 0.2196, 0.1929, 0.2432, 0.265, 0.2137, 0.2636, 0.2456, 0.2948, 0.2624, 0.291, 0.2458, 0.2824, 0.2586, 0.2434, 0.2243, 0.1844, 0.1256, 0.2412, 0.306, 0.3281, 0.2889, 0.3152, 0.2952, 0.3429, 0.3369, 0.3878, 0.4018, 0.4356, 0.4489, 0.4639, 0.7311, 0.6933, 0.6077, 0.5743, 0.5815, 0.4963, 0.4457, 0.4352, 0.467, 0.4915, 0.4989, 0.4518, 0.4678, 0.4382, 0.4126, 0.3579, 0.3529, 0.3102]}
{"unit_id": "reply:1992235272281686295", "ticker_idx": 0, "ts": "2025-11-22T14:14:37+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Up. Study isn't powered for binary endpoints", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NKTR goes up even if it misses SALT20, as the study isn't powered for binary endpoints.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@failed_drugs @meremrtl Up.  Study isn’t powered for binary endpoints", "reply_text": null, "parent_text": "@meremrtl @A_May_MD Where do we think NKTR goes if it hits primary but misses on SALT20?", "quoted_text": null, "parent_author": "failed_drugs", "ret_m1d": -0.07435198935423626, "ret_signed_m1d": -0.07435198935423626, "alpha_spy_m1d": -0.059846877516832264, "alpha_c_m1d": -0.07016547396925799, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.004186515384978273, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02916096695550996, "ret_signed_p1d": 0.02916096695550996, "alpha_spy_p1d": 0.019754946863382417, "alpha_c_p1d": 0.006553744235349157, "bench_spy_p1d": 0.009406020092127543, "bench_c_p1d": 0.022607222720160802, "ret_p1w": -0.06463166703573298, "ret_signed_p1w": -0.06463166703573298, "alpha_spy_p1w": -0.08377242558188125, "alpha_c_p1w": -0.05883492293247217, "bench_spy_p1w": 0.019140758546148273, "bench_c_p1w": -0.005796744103260809, "ret_p1m": -0.25068214385988563, "ret_signed_p1m": -0.25068214385988563, "alpha_spy_p1m": -0.28610752907096426, "alpha_c_p1m": -0.2584334011821252, "bench_spy_p1m": 0.03542538521107863, "bench_c_p1m": 0.00775125732223958, "ret_p3m": 0.12380631329801917, "ret_signed_p3m": 0.12380631329801917, "alpha_spy_p3m": 0.09000077708079268, "alpha_c_p3m": 0.10557657782030416, "bench_spy_p3m": 0.033805536217226484, "bench_c_p3m": 0.018229735477715003, "ret_p6m": 0.10862897020606921, "ret_signed_p6m": 0.10862897020606921, "alpha_spy_p6m": -0.026203718865655645, "alpha_c_p6m": 0.12868943901175278, "bench_spy_p6m": 0.13483268907172485, "bench_c_p6m": -0.020060468805683573, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.25068214385988563, "alpha_spy_stated": -0.28610752907096426, "alpha_c_stated": -0.2584334011821252, "price_path": [-0.5092, -0.5007, -0.4997, -0.4908, -0.5039, -0.5131, -0.3864, -0.3148, -0.244, -0.1717, -0.1784, -0.1951, -0.1698, -0.1642, -0.1492, -0.1291, 0.002, -0.0597, 0.0043, 0.0164, 0.0288, -0.0515, -0.0024, 0.0048, -0.0297, 0.0036, 0.0317, 0.0326, 0.022, -0.0109, -0.0355, -0.0512, -0.0733, -0.0211, -0.0266, -0.0298, -0.0628, -0.0148, 0.0742, 0.0126, 0.0535, 0.0853, 0.0249, 0.067, 0.0389, 0.0169, 0.0709, 0.1073, 0.0218, -0.0447, -0.0747, -0.06, -0.0455, -0.0114, 0.0106, -0.0165, -0.08, -0.0334, 0.016, 0.009, 0.0292, -0.0602, -0.0744, 0.0, 0.0292, 0.1202, 0.112, 0.0421, -0.0646, -0.0258, -0.0162, -0.0297, -0.0232, 0.0024, -0.0153, -0.1282, -0.0672, -0.0911, -0.1617, -0.2253, -0.2497, -0.2012, -0.2585, -0.2418, -0.2507, -0.2413, -0.2713, -0.2855, -0.279, -0.2595, -0.2416, -0.2672, -0.258, -0.2933, -0.3228, -0.3388, -0.3762, -0.3845, -0.397, -0.3574, -0.3822, -0.3704, -0.377, -0.3672, -0.366, -0.3515, -0.3876, -0.3992, -0.3634, -0.3499, -0.3373, -0.3581, -0.4011, -0.3723, -0.3678, -0.045, 0.1315, 0.2108, 0.2164, 0.2589, 0.248, 0.2595, 0.2573, 0.2555, 0.1668, 0.2, 0.1238, 0.1763, 0.1658, 0.1615, 0.2127, 0.2355, 0.2057, 0.1792, 0.229, 0.2505, 0.1999, 0.2491, 0.2314, 0.28, 0.248, 0.2763, 0.2316, 0.2677, 0.2442, 0.2292, 0.2103, 0.1709, 0.1127, 0.227, 0.2911, 0.3129, 0.2742, 0.3001, 0.2804, 0.3276, 0.3216, 0.3719, 0.3857, 0.4192, 0.4323, 0.4471, 0.7113, 0.6739, 0.5894, 0.5563, 0.5634, 0.4792, 0.4292, 0.4188, 0.4502, 0.4744, 0.4818, 0.4352, 0.4511, 0.4217, 0.3965, 0.3424, 0.3375, 0.2952, 0.2676, 0.2043, 0.167, 0.1525, 0.185, 0.1695, 0.1359, 0.118, 0.1153, 0.1086]}
{"unit_id": "reply:2000977016779141331", "ticker_idx": 0, "ts": "2025-12-16T17:11:11+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If it takes 52 weeks instead of 36 to reach max improvement (with continual improvement all along the way) that's not a big deal *at all*, especially versus indefinite treatment with a multiple fatal adverse event black box label drug as the alternative.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR/Rezpeg: slower time-to-peak vs 36-week endpoint is not a concern given superior safety profile vs JAK inhibitors.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Patients in the study already had disease for ~3 years.  If it takes 52 weeks instead of 36 to reach max improvement (with continual improvement all along the way) that’s not a big deal *at all*, especially versus indefinite treatment with a multiple fatal adverse event black box label drug as the alternative.", "reply_text": null, "parent_text": "If study time point was week 52, reckon SALT20 data would be extremely impressive. Hair growth accelerating with time.\n$NKTR\nAny adult with AA and cardiac history (very common in this group) would be a candidate for Rezpeg (vs JAK).", "quoted_text": null, "parent_author": "avidresearch", "ret_m1d": 0.08421479663341325, "ret_signed_m1d": 0.08421479663341325, "alpha_spy_m1d": 0.08147493500077707, "alpha_c_m1d": 0.07103902672357565, "bench_spy_m1d": 0.0027398616326361758, "bench_c_m1d": 0.013175769909837598, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07587468579767875, "ret_signed_p1d": -0.07587468579767875, "alpha_spy_p1d": -0.06487109181427853, "alpha_c_p1d": -0.07405727623647462, "bench_spy_p1d": -0.011003593983400228, "bench_c_p1d": -0.0018174095612041308, "ret_p1w": -0.09560619970561024, "ret_signed_p1w": -0.09560619970561024, "alpha_spy_p1w": -0.11199052512981111, "alpha_c_p1w": -0.10586131115751762, "bench_spy_p1w": 0.016384325424200874, "bench_c_p1w": 0.010255111451907384, "ret_p1m": -0.23352318099815172, "ret_signed_p1m": -0.23352318099815172, "alpha_spy_p1m": -0.25537381321324615, "alpha_c_p1m": -0.24866696238249686, "bench_spy_p1m": 0.021850632215094423, "bench_c_p1m": 0.015143781384345134, "ret_p3m": 0.5223758456099825, "ret_signed_p3m": 0.5223758456099825, "alpha_spy_p3m": 0.5475947381090311, "alpha_c_p3m": 0.5667431892429021, "bench_spy_p3m": -0.02521889249904863, "bench_c_p3m": -0.04436734363291961, "ret_p6m": 0.23921884373545765, "ret_signed_p6m": 0.23921884373545765, "alpha_spy_p6m": 0.13013075968595955, "alpha_c_p6m": 0.261397172579529, "bench_spy_p6m": 0.1090880840494981, "bench_c_p6m": -0.022178328844071338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23352318099815172, "alpha_spy_stated": -0.25537381321324615, "alpha_c_stated": -0.24866696238249686, "price_path": [0.0389, 0.1953, 0.1216, 0.1979, 0.2124, 0.2272, 0.1314, 0.19, 0.1985, 0.1574, 0.1971, 0.2307, 0.2317, 0.2191, 0.1798, 0.1505, 0.1318, 0.1054, 0.1676, 0.1611, 0.1572, 0.118, 0.1751, 0.2813, 0.2079, 0.2567, 0.2945, 0.2225, 0.2728, 0.2392, 0.213, 0.2775, 0.3208, 0.2189, 0.1395, 0.1037, 0.1212, 0.1385, 0.1792, 0.2055, 0.1731, 0.0974, 0.153, 0.212, 0.2036, 0.2276, 0.121, 0.1041, 0.1928, 0.2276, 0.3362, 0.3265, 0.2431, 0.1157, 0.1621, 0.1735, 0.1574, 0.1652, 0.1957, 0.1745, 0.0399, 0.1127, 0.0842, 0.0, -0.0759, -0.105, -0.0472, -0.1155, -0.0956, -0.1062, -0.095, -0.1308, -0.1477, -0.14, -0.1168, -0.0954, -0.1259, -0.1149, -0.157, -0.1922, -0.2114, -0.2559, -0.2659, -0.2807, -0.2335, -0.263, -0.249, -0.2569, -0.2451, -0.2437, -0.2264, -0.2695, -0.2834, -0.2406, -0.2246, -0.2095, -0.2343, -0.2856, -0.2512, -0.2459, 0.1391, 0.3497, 0.4443, 0.451, 0.5016, 0.4886, 0.5024, 0.4998, 0.4976, 0.3918, 0.4314, 0.3405, 0.4032, 0.3906, 0.3855, 0.4465, 0.4738, 0.4382, 0.4066, 0.466, 0.4917, 0.4312, 0.49, 0.4689, 0.5269, 0.4886, 0.5224, 0.4691, 0.5122, 0.4841, 0.4662, 0.4437, 0.3967, 0.3273, 0.4636, 0.5401, 0.5661, 0.5199, 0.5509, 0.5273, 0.5836, 0.5765, 0.6365, 0.653, 0.6928, 0.7085, 0.7262, 1.0413, 0.9967, 0.8959, 0.8564, 0.8649, 0.7644, 0.7048, 0.6924, 0.7299, 0.7587, 0.7675, 0.712, 0.7309, 0.6959, 0.6658, 0.6013, 0.5954, 0.545, 0.512, 0.4365, 0.392, 0.3747, 0.4135, 0.395, 0.355, 0.3336, 0.3303, 0.3224, 0.3198, 0.299, 0.1912, 0.2048, 0.2065, 0.166, 0.1517, 0.1438, 0.155, 0.2044, 0.2079, 0.2439, 0.226, 0.2392, 0.2392]}
{"unit_id": "reply:1964380707465421112", "ticker_idx": 0, "ts": "2025-09-06T17:30:31+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR would be >double its current market cap if people took the 2L AtD market as seriously as it deserves to be taken", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NKTR is >2x undervalued if the 2L AtD market opportunity is properly priced in.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@john_hersc79276 Yeah I don't understand what the market is missing here unless it's me missing something huge. IMO  $NKTR would be &gt;double its current market cap if people took the 2L AtD market as seriously as it deserves to be taken.", "reply_text": null, "parent_text": "@A_May_MD holy **** did not have a chance to read this before. The math is incredible even with very conservative assumptions.", "quoted_text": null, "parent_author": "john_hersc79276", "ret_m1d": -0.09361609191208486, "ret_signed_m1d": -0.09361609191208486, "alpha_spy_m1d": -0.09116543904983054, "alpha_c_m1d": -0.09397872053227407, "bench_spy_m1d": -0.002450652862254321, "bench_c_m1d": 0.00036262862018920927, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09564623705472686, "ret_signed_p1d": 0.09564623705472686, "alpha_spy_p1d": 0.0933342573226894, "alpha_c_p1d": 0.09027812247125921, "bench_spy_p1d": 0.0023119797320374502, "bench_c_p1d": 0.0053681145834676425, "ret_p1w": 0.10557176397858892, "ret_signed_p1w": 0.10557176397858892, "alpha_spy_p1w": 0.08695361223651488, "alpha_c_p1w": 0.11224574526296027, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": -0.006673981284371355, "ret_p1m": 0.3083689962622336, "ret_signed_p1m": 0.3083689962622336, "alpha_spy_p1m": 0.2742381909774747, "alpha_c_p1m": 0.2573020506907262, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.05106694557150737, "ret_p3m": 0.2835551359264439, "ret_signed_p3m": 0.2835551359264439, "alpha_spy_p3m": 0.22381526503322058, "alpha_c_p3m": 0.1666826451869854, "bench_spy_p3m": 0.0597398708932233, "bench_c_p3m": 0.11687249073945849, "ret_p6m": 0.625761261402356, "ret_signed_p6m": 0.625761261402356, "alpha_spy_p6m": 0.5760810893868029, "alpha_c_p6m": 0.5049376436716779, "bench_spy_p6m": 0.04968017201555308, "bench_c_p6m": 0.12082361773067807, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3083689962622336, "alpha_spy_stated": 0.2742381909774747, "alpha_c_stated": 0.2573020506907262, "price_path": [-0.7733, -0.8017, -0.744, -0.7846, -0.8024, -0.8062, -0.7913, -0.8031, -0.8058, -0.808, -0.7848, -0.4485, -0.3431, -0.3305, -0.4189, -0.4171, -0.4453, -0.4241, -0.4415, -0.4706, -0.4873, -0.473, -0.4338, -0.4358, -0.4494, -0.4631, -0.4554, -0.3984, -0.4374, -0.4408, -0.4478, -0.436, -0.4455, -0.436, -0.4665, -0.4832, -0.5021, -0.5109, -0.4821, -0.4751, -0.4911, -0.4936, -0.5094, -0.4798, -0.4931, -0.4676, -0.4198, -0.3979, -0.3851, -0.3812, -0.3972, -0.3921, -0.3684, -0.3903, -0.3878, -0.3508, -0.3395, -0.3381, -0.3264, -0.3438, -0.356, -0.1884, -0.0936, 0.0, 0.0956, 0.0868, 0.0647, 0.0981, 0.1056, 0.1254, 0.152, 0.3255, 0.2439, 0.3284, 0.3445, 0.3609, 0.2547, 0.3196, 0.3291, 0.2836, 0.3275, 0.3648, 0.3659, 0.3519, 0.3084, 0.2759, 0.2551, 0.2258, 0.2948, 0.2876, 0.2833, 0.2398, 0.3032, 0.4209, 0.3395, 0.3936, 0.4356, 0.3557, 0.4115, 0.3742, 0.3451, 0.4166, 0.4647, 0.3517, 0.2637, 0.224, 0.2434, 0.2626, 0.3077, 0.3368, 0.3009, 0.217, 0.2786, 0.344, 0.3348, 0.3614, 0.2432, 0.2245, 0.3228, 0.3614, 0.4818, 0.471, 0.3785, 0.2373, 0.2887, 0.3014, 0.2836, 0.2921, 0.326, 0.3025, 0.1532, 0.2339, 0.2023, 0.109, 0.0248, -0.0074, 0.0566, -0.0192, 0.0029, -0.0088, 0.0036, -0.0361, -0.0548, -0.0462, -0.0205, 0.0032, -0.0307, -0.0185, -0.0652, -0.1042, -0.1254, -0.1748, -0.1859, -0.2023, -0.15, -0.1827, -0.1672, -0.176, -0.1629, -0.1613, -0.1421, -0.1899, -0.2053, -0.1579, -0.1401, -0.1234, -0.1509, -0.2078, -0.1696, -0.1638, 0.2633, 0.4967, 0.6016, 0.6091, 0.6652, 0.6508, 0.6661, 0.6632, 0.6607, 0.5434, 0.5874, 0.4866, 0.5561, 0.5421, 0.5364, 0.6041, 0.6343, 0.5949, 0.5599, 0.6258]}
{"unit_id": "thread:1983861411731423289", "ticker_idx": 0, "ts": "2025-10-30T11:39:53+00:00", "symbol": "BBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "companies like $BBIO, $VRNA, $TARS, and $INSM are just destroying that narrative", "tweet_type": "prediction", "timeline": "months", "summary": "Short-the-launch thesis is dead; near-launch biotechs BBIO/VRNA/TARS/INSM are destroying bears, and ABVX/QURE are M&A targets before they launch similarly.", "resolved_tickers": ["BBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "10 months later, this has become the biotech mantra.  \"Short the launch\" was a strong and successful approach for years...Now companies like $BBIO, $VRNA, $TARS, and $INSM are just destroying that narrative.  #LaunchTheShorts\n\n$XBI $BBC\n\n---\n\nIf I might predict the next trend, I'd say it's more/earlier M&A of this type of name, which will prevent these small biotechs from launching (like rockets) on their own.  \n\nPharma should be jumping on companies like $ABVX and $QURE with (IMO clear) prospects so that they can bring them in house before they get a chance to pull a $VRNA/$BBIO/$INSM move, driving the acquisition price sky high.\n\nAt least for now the \"Short the launch\" bargain price window seems dead, and I'd be surprised if pharma gets rewarded for waiting on this batch of near-launch companies.  \n\nGet 'em while you can, pharma!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05128615858413754, "ret_signed_m1d": 0.05128615858413754, "alpha_spy_m1d": 0.04016575771561559, "alpha_c_m1d": 0.05350385683557024, 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{"unit_id": "thread:1983861411731423289", "ticker_idx": 2, "ts": "2025-10-30T11:39:53+00:00", "symbol": "TARS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "companies like $BBIO, $VRNA, $TARS, and $INSM are just destroying that narrative", "tweet_type": "prediction", "timeline": "months", "summary": "Short-the-launch thesis is dead; near-launch biotechs BBIO/VRNA/TARS/INSM are destroying bears, and ABVX/QURE are M&A targets before they launch similarly.", "resolved_tickers": ["TARS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "10 months later, this has become the biotech mantra.  \"Short the launch\" was a strong and 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{"unit_id": "thread:1983861411731423289", "ticker_idx": 3, "ts": "2025-10-30T11:39:53+00:00", "symbol": "INSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "companies like $BBIO, $VRNA, $TARS, and $INSM are just destroying that narrative", "tweet_type": "prediction", "timeline": "months", "summary": "Short-the-launch thesis is dead; near-launch biotechs BBIO/VRNA/TARS/INSM are destroying bears, and ABVX/QURE are M&A targets before they launch similarly.", "resolved_tickers": ["INSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "10 months later, this has become the biotech mantra.  \"Short the launch\" was a strong and 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{"unit_id": "thread:1983861411731423289", "ticker_idx": 4, "ts": "2025-10-30T11:39:53+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$XBI $BBC", "tweet_type": "prediction", "timeline": "months", "summary": "Short-the-launch thesis is dead; near-launch biotechs BBIO/VRNA/TARS/INSM are destroying bears, and ABVX/QURE are M&A targets before they launch similarly.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "10 months later, this has become the biotech mantra.  \"Short the launch\" was a strong and successful approach for years...Now companies like $BBIO, $VRNA, $TARS, and $INSM are just destroying that narrative.  #LaunchTheShorts\n\n$XBI $BBC\n\n---\n\nIf I might predict the next trend, I'd say it's more/earlier M&A of this type of name, which will prevent these small biotechs from launching (like rockets) on their own.  \n\nPharma should be jumping on companies like $ABVX and $QURE with (IMO clear) prospects so that they can bring them in house before they get a chance to pull a $VRNA/$BBIO/$INSM move, driving the acquisition price sky high.\n\nAt least for now the \"Short the launch\" bargain price window seems dead, and I'd be surprised if pharma gets rewarded for waiting on this batch of near-launch companies.  \n\nGet 'em while you can, pharma!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008488976772140888, "ret_signed_m1d": -0.008488976772140888, "alpha_spy_m1d": -0.01960937764066284, "alpha_c_m1d": -0.01960937764066284, "bench_spy_m1d": 0.011120400868521951, "bench_c_m1d": 0.011120400868521951, 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{"unit_id": "thread:1983861411731423289", "ticker_idx": 5, "ts": "2025-10-30T11:39:53+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pharma should be jumping on companies like $ABVX and $QURE with (IMO clear) prospects", "tweet_type": "prediction", "timeline": "months", "summary": "Short-the-launch thesis is dead; near-launch biotechs BBIO/VRNA/TARS/INSM are destroying bears, and ABVX/QURE are M&A targets before they launch similarly.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "10 months later, this has become the biotech mantra.  \"Short the launch\" was a strong and successful approach for years...Now companies like $BBIO, $VRNA, $TARS, and $INSM are just destroying that narrative.  #LaunchTheShorts\n\n$XBI $BBC\n\n---\n\nIf I might predict the next trend, I'd say it's more/earlier M&A of this type of name, which will prevent these small biotechs from launching (like rockets) on their own.  \n\nPharma should be jumping on companies like $ABVX and $QURE with (IMO clear) prospects so that they can bring them in house before they get a chance to pull a $VRNA/$BBIO/$INSM move, driving the acquisition price sky high.\n\nAt least for now the \"Short the launch\" bargain price window seems dead, and I'd be surprised if pharma gets rewarded for waiting on this batch of near-launch companies.  \n\nGet 'em while you can, pharma!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.051299246592724446, "ret_signed_m1d": -0.051299246592724446, "alpha_spy_m1d": -0.0624196474612464, "alpha_c_m1d": 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{"unit_id": "thread:1983861411731423289", "ticker_idx": 6, "ts": "2025-10-30T11:39:53+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pharma should be jumping on companies like $ABVX and $QURE with (IMO clear) prospects", "tweet_type": "prediction", "timeline": "months", "summary": "Short-the-launch thesis is dead; near-launch biotechs BBIO/VRNA/TARS/INSM are destroying bears, and ABVX/QURE are M&A targets before they launch similarly.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "10 months later, this has become the biotech mantra.  \"Short the launch\" was a strong and successful approach for years...Now companies like $BBIO, $VRNA, $TARS, and $INSM are just destroying that narrative.  #LaunchTheShorts\n\n$XBI $BBC\n\n---\n\nIf I might predict the next trend, I'd say it's more/earlier M&A of this type of name, which will prevent these small biotechs from launching (like rockets) on their own.  \n\nPharma should be jumping on companies like $ABVX and $QURE with (IMO clear) prospects so that they can bring them in house before they get a chance to pull a $VRNA/$BBIO/$INSM move, driving the acquisition price sky high.\n\nAt least for now the \"Short the launch\" bargain price window seems dead, and I'd be surprised if pharma gets rewarded for waiting on this batch of near-launch companies.  \n\nGet 'em while you can, pharma!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.040229821735701776, "ret_signed_m1d": 0.040229821735701776, "alpha_spy_m1d": 0.029109420867179825, "alpha_c_m1d": 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{"unit_id": "thread:1985364073001656611", "ticker_idx": 0, "ts": "2025-11-03T15:10:55+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have been buying the $QURE dip... $QURE, IMO is the next in that series", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long QURE on thesis that proactive PR triggers public/political backlash reversing FDA flip-flop, analogous to SRPT/REPL bounces; also implicitly bullish REPL as a comparable that already rebounded.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have been buying the $QURE dip.  This morning's press release was a calculated decision by $QURE management.  Note that there's a key word in the press release that I have not seen people discussing...\"BELIEVES\".  $QURE has not yet received formal word that they cannot submit for approval, but $QURE \"BELIEVES\" that the FDA is no longer going to accept the plan they had previously agreed to.\n\n$QURE is under no obligation to release their guesses as to regulatory decisions.  So why would they make a press release like this that tanks their stock?  Why not wait for the official word to actually come in?\n\nBecause they want to start the public backlash *now*.  $QURE is getting this outrageous news out into the world proactively so that the administration gets an earful from the public about their rogue FDA's reneging on prior guidance for a fatal disease *years* after the guidance was given.\n\nThis is, in my opinion, the biggest and highest profile FDA flip flop in the history of the agency, and it is being done with a disease that has *massive* public awareness. \n\nLike I said before, if you thought $REPL and $SRPT backlash against this FDA was big, this $QURE situation is going to blow them away.  \n\nNote that $SRPT bounced >100% and $REPL bounced >300% from their respective negative regulatory headlines, each in a matter of only a couple months. \n\nThe community around and public awareness of Huntington's disease dwarfs both of those prior two case studies. \n\nAt this rate, the headline here will have gone from \"Trump's FDA clears the first treatment for one of the worst genetic diseases in the world\" to \"Trump's FDA reneges on Huntington's treatment, stabbing patients and their families in the back\".\n\nI personally don't think this will hold up, and it is very clear to me that the entire purpose of $QURE's press release today was to get the backlash started *before* any official regulatory decisions are made.\n\nFrankly, it's a brilliant move by the company.  The heat is now fully on, and IMO this one is going all the way to the top (yes, I think Trump himself is going to be hearing about this).  \n\nOf course, you never know with regulatory stuff - *especially* in this confusing time, so risk remains.  But, we've already seen two regulatory crashes rebound in the last few months alone.  $QURE, IMO is the next in that series.\n\n---\n\nAs previously stated, I believe the $QURE press release last week was calculated to make it so that there is technically nothing for the FDA to have to officially “walk back”.\n\n“What are you talking about, we never said we were changing the regulatory bar!”  — is still totally in play for the FDA.\n\nSmart.  We will see how it plays out.  If meeting minutes don’t reflect a different story, Vinay’s shaky tenure likely becomes the next branch point. \n\nCredit to @DesertDweller93 and @MauriceOnTW for being on top of this language in the 10Q as well.\n\n---\n\nWell, that’s interesting.  Could be coincidence 🤷🏻‍♂️ \n\n$QURE\n\n---\n\nPosting mostly for the first part, but also, wtf?  Does Makary just straight up not respond to any emails?  😂 https://t.co/KVgKS4JZ0p\n\n---\n\nPerhaps FDA staffers should submit important questions to his podcast for timely response", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.9740449295454692, "ret_signed_m1d": 0.9740449295454692, "alpha_spy_m1d": 0.9759180639759837, "alpha_c_m1d": 0.9754293654690516, "bench_spy_m1d": -0.0018731344305145115, "bench_c_m1d": -0.0013844359235823944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11227764008971941, "ret_signed_p1d": -0.11227764008971941, "alpha_spy_p1d": -0.10042409166218325, "alpha_c_p1d": -0.11677766932936406, "bench_spy_p1d": -0.011853548427536165, "bench_c_p1d": 0.004500029239644654, "ret_p1w": -0.23738702477873308, "ret_signed_p1w": -0.23738702477873308, "alpha_spy_p1w": -0.23460654723617302, "alpha_c_p1w": -0.25697865186535984, "bench_spy_p1w": -0.002780477542560056, "bench_c_p1w": 0.01959162708662676, "ret_p1m": -0.25692625074564035, "ret_signed_p1m": -0.25692625074564035, "alpha_spy_p1m": -0.2577311969228574, "alpha_c_p1m": -0.33051588527564746, "bench_spy_p1m": 0.0008049461772170474, "bench_c_p1m": 0.07358963453000711, "ret_p3m": -0.22280551452355002, "ret_signed_p3m": -0.22280551452355002, "alpha_spy_p3m": -0.22994349047567042, "alpha_c_p3m": -0.3075715105531366, "bench_spy_p3m": 0.007137975952120401, "bench_c_p3m": 0.08476599602958657, "ret_p6m": -0.33449988085329063, "ret_signed_p6m": -0.33449988085329063, "alpha_spy_p6m": -0.4145016964401034, "alpha_c_p6m": -0.3495186192579607, "bench_spy_p6m": 0.08000181558681274, "bench_c_p6m": 0.015018738404670051, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.25692625074564035, "alpha_spy_stated": -0.2577311969228574, "alpha_c_stated": -0.33051588527564746, "price_path": [-0.5917, -0.6066, -0.6078, -0.6127, -0.5882, -0.583, -0.5742, -0.5398, -0.5281, -0.5433, -0.5529, -0.5486, -0.5465, -0.5421, -0.5465, -0.5395, -0.5407, -0.5258, -0.5238, -0.5039, -0.4931, -0.4829, -0.4765, -0.4917, -0.4899, -0.4902, -0.506, -0.5192, -0.5674, -0.578, -0.5871, -0.5701, -0.5955, -0.5967, -0.6016, 0.3852, 0.5354, 0.5838, 0.7323, 0.7022, 0.6037, 0.5894, 0.6016, 0.543, 0.6891, 0.7489, 0.8562, 0.7951, 0.8087, 0.7195, 0.8323, 0.7495, 0.6915, 0.8641, 0.8393, 0.7472, 0.7302, 0.7792, 0.9808, 1.0414, 1.0586, 0.979, 0.974, 0.0, -0.1123, -0.24, -0.1977, -0.1896, -0.2374, -0.1006, -0.1216, -0.1152, -0.1286, -0.1155, -0.1336, -0.1849, -0.1864, -0.189, -0.1899, -0.1846, -0.1942, -0.1977, -0.2251, -0.2616, -0.2569, -0.3368, -0.378, -0.3651, -0.394, -0.4127, -0.424, -0.431, -0.4042, -0.3616, -0.3284, -0.3021, -0.3004, -0.2715, -0.2948, -0.2654, -0.2765, -0.2838, -0.3065, -0.3021, -0.3179, -0.34, -0.3494, -0.3269, -0.3249, -0.2616, -0.3281, -0.373, -0.3482, -0.359, -0.3339, -0.3467, -0.366, -0.3383, -0.2686, -0.2631, -0.2893, -0.3287, -0.3101, -0.3374, -0.2797, -0.1893, -0.2228, -0.2849, -0.252, -0.2403, -0.2794, -0.2969, -0.3476, -0.4022, -0.3657, -0.3167, -0.2884, -0.3167, -0.2865, -0.2992, -0.2747, -0.5009, -0.5442, -0.6938, -0.7367, -0.7364, -0.6894, -0.5838, -0.4754, -0.4675, -0.4879, -0.506, -0.5471, -0.5351, -0.5445, -0.5704, -0.555, -0.5308, -0.5357, -0.5573, -0.5229, -0.5451, -0.5693, -0.5704, -0.5232, -0.5074, -0.4996, -0.4929, -0.5001, -0.5366, -0.5246, -0.5515, -0.4774, -0.5016, -0.4969, -0.5098, -0.4873, -0.4739, -0.4911, -0.4815, -0.4885, -0.4742, -0.478, -0.4736, -0.5121, -0.4182, -0.4421, -0.3969, -0.3829, -0.3345]}
{"unit_id": "thread:1985364073001656611", "ticker_idx": 1, "ts": "2025-11-03T15:10:55+00:00", "symbol": "REPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SRPT bounced >100% and $REPL bounced >300% from their respective negative regulatory headlines, each in a matter of only a couple months", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long QURE on thesis that proactive PR triggers public/political backlash reversing FDA flip-flop, analogous to SRPT/REPL bounces; also implicitly bullish REPL as a comparable that already rebounded.", "resolved_tickers": ["REPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have been buying the $QURE dip.  This morning's press release was a calculated decision by $QURE management.  Note that there's a key word in the press release that I have not seen people discussing...\"BELIEVES\".  $QURE has not yet received formal word that they cannot submit for approval, but $QURE \"BELIEVES\" that the FDA is no longer going to accept the plan they had previously agreed to.\n\n$QURE is under no obligation to release their guesses as to regulatory decisions.  So why would they make a press release like this that tanks their stock?  Why not wait for the official word to actually come in?\n\nBecause they want to start the public backlash *now*.  $QURE is getting this outrageous news out into the world proactively so that the administration gets an earful from the public about their rogue FDA's reneging on prior guidance for a fatal disease *years* after the guidance was given.\n\nThis is, in my opinion, the biggest and highest profile FDA flip flop in the history of the agency, and it is being done with a disease that has *massive* public awareness. \n\nLike I said before, if you thought $REPL and $SRPT backlash against this FDA was big, this $QURE situation is going to blow them away.  \n\nNote that $SRPT bounced >100% and $REPL bounced >300% from their respective negative regulatory headlines, each in a matter of only a couple months. \n\nThe community around and public awareness of Huntington's disease dwarfs both of those prior two case studies. \n\nAt this rate, the headline here will have gone from \"Trump's FDA clears the first treatment for one of the worst genetic diseases in the world\" to \"Trump's FDA reneges on Huntington's treatment, stabbing patients and their families in the back\".\n\nI personally don't think this will hold up, and it is very clear to me that the entire purpose of $QURE's press release today was to get the backlash started *before* any official regulatory decisions are made.\n\nFrankly, it's a brilliant move by the company.  The heat is now fully on, and IMO this one is going all the way to the top (yes, I think Trump himself is going to be hearing about this).  \n\nOf course, you never know with regulatory stuff - *especially* in this confusing time, so risk remains.  But, we've already seen two regulatory crashes rebound in the last few months alone.  $QURE, IMO is the next in that series.\n\n---\n\nAs previously stated, I believe the $QURE press release last week was calculated to make it so that there is technically nothing for the FDA to have to officially “walk back”.\n\n“What are you talking about, we never said we were changing the regulatory bar!”  — is still totally in play for the FDA.\n\nSmart.  We will see how it plays out.  If meeting minutes don’t reflect a different story, Vinay’s shaky tenure likely becomes the next branch point. \n\nCredit to @DesertDweller93 and @MauriceOnTW for being on top of this language in the 10Q as well.\n\n---\n\nWell, that’s interesting.  Could be coincidence 🤷🏻‍♂️ \n\n$QURE\n\n---\n\nPosting mostly for the first part, but also, wtf?  Does Makary just straight up not respond to any emails?  😂 https://t.co/KVgKS4JZ0p\n\n---\n\nPerhaps FDA staffers should submit important questions to his podcast for timely response", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04567428512862559, "ret_signed_m1d": 0.04567428512862559, "alpha_spy_m1d": 0.0475474195591401, "alpha_c_m1d": 0.047058721052207986, "bench_spy_m1d": -0.0018731344305145115, "bench_c_m1d": -0.0013844359235823944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036002152300912194, "ret_signed_p1d": -0.036002152300912194, "alpha_spy_p1d": -0.02414860387337603, "alpha_c_p1d": -0.04050218154055685, "bench_spy_p1d": -0.011853548427536165, "bench_c_p1d": 0.004500029239644654, "ret_p1w": -0.06394414266680337, "ret_signed_p1w": -0.06394414266680337, "alpha_spy_p1w": -0.061163665124243316, "alpha_c_p1w": -0.08353576975343013, "bench_spy_p1w": -0.002780477542560056, "bench_c_p1w": 0.01959162708662676, "ret_p1m": 0.10908107000102496, "ret_signed_p1m": 0.10908107000102496, "alpha_spy_p1m": 0.10827612382380791, "alpha_c_p1m": 0.03549143547101785, "bench_spy_p1m": 0.0008049461772170474, "bench_c_p1m": 0.07358963453000711, "ret_p3m": -0.24771630624167262, "ret_signed_p3m": -0.24771630624167262, "alpha_spy_p3m": -0.254854282193793, "alpha_c_p3m": -0.3324823022712592, "bench_spy_p3m": 0.007137975952120401, "bench_c_p3m": 0.08476599602958657, "ret_p6m": -0.6303062929179051, "ret_signed_p6m": -0.6303062929179051, "alpha_spy_p6m": -0.7103081085047178, "alpha_c_p6m": -0.6453250313225751, "bench_spy_p6m": 0.08000181558681274, "bench_c_p6m": 0.015018738404670051, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10908107000102496, "alpha_spy_stated": 0.10827612382380791, "alpha_c_stated": 0.03549143547101785, "price_path": [-0.3208, -0.4089, -0.4111, -0.4315, -0.4637, -0.4358, -0.453, -0.425, -0.4025, -0.4272, -0.4326, -0.4358, -0.3982, -0.3907, -0.41, -0.3896, -0.4057, -0.4218, -0.4197, -0.3659, -0.3665, -0.3756, -0.3197, -0.3509, -0.3745, -0.3563, -0.3541, -0.3842, -0.3907, -0.3778, -0.3864, -0.6282, -0.6534, -0.6486, -0.5347, -0.5529, -0.5648, -0.5562, -0.5336, -0.5497, -0.5476, -0.5003, -0.4917, -0.497, -0.5003, -0.5089, -0.5024, -0.5132, -0.5099, -0.5325, -0.4906, -0.4981, -0.5164, -0.0387, -0.1295, -0.108, -0.0951, -0.0543, 0.0027, 0.1231, 0.0973, 0.1016, 0.0457, 0.0, -0.036, -0.0779, -0.0865, -0.1069, -0.0639, -0.0188, -0.0285, -0.0349, -0.0339, -0.0575, -0.0607, -0.0339, -0.0317, -0.0113, 0.0091, 0.0242, 0.0811, 0.0747, 0.0435, 0.0747, 0.1091, 0.1316, 0.1402, 0.1531, 0.1069, 0.0553, 0.0607, 0.094, 0.0693, 0.0328, 0.0382, 0.0414, 0.0618, 0.0672, 0.0446, 0.0844, 0.0704, 0.0489, 0.0553, 0.0446, -0.0435, -0.0951, -0.0919, -0.0414, -0.1155, -0.137, -0.129, -0.1359, -0.1714, -0.2155, -0.2434, -0.2466, -0.2198, -0.151, -0.1714, -0.1875, -0.1908, -0.209, -0.2058, -0.2445, -0.2504, -0.2069, -0.2477, -0.2552, -0.1671, -0.1644, -0.1617, -0.166, -0.1424, -0.1435, -0.2198, -0.1359, -0.0811, -0.0715, -0.0983, -0.1016, -0.1188, -0.1736, -0.1779, -0.2305, -0.2294, -0.2208, -0.2434, -0.1327, -0.0725, -0.1155, -0.151, -0.1854, -0.2327, -0.209, -0.2477, -0.2735, -0.2595, -0.2499, -0.2499, -0.2509, -0.1875, -0.1897, -0.2241, -0.2262, -0.1779, -0.1822, -0.0962, -0.0822, -0.1617, -0.3675, -0.3649, -0.4884, -0.8173, -0.7904, -0.755, -0.7646, -0.7668, -0.7775, -0.8001, -0.756, -0.6937, -0.7399, -0.712, -0.7238, -0.7442, -0.7238, -0.7313, -0.6744, -0.6916, -0.6303]}
{"unit_id": "thread:1969846222606442938", "ticker_idx": 0, "ts": "2025-09-21T19:28:32+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "eventually this bullshit will hit the fan", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: bull cases built on imaginary peptide verticals are unfounded and will eventually unravel.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The “peptide” snake oil & online anabolic steroid campaign has been highly profitable for a select group of people willing to push legal boundaries and ignore medical & ethical standards for proving drug safety/efficacy.  In some ways it’s a testament to $HIMS that they haven’t entered this slimy space.  But still, $HIMS longs who clearly don’t understand the very most basic facets of what a peptide is or does, seem adamant that “peptides” beyond GLP1 are a key piece of the company’s trajectory…\n\nImaginary verticals may yield gains for $HIMS in the greatest bull market of all time, but eventually this bullshit will hit the fan.\n\n---\n\nObviously I’ve been very critical of some of the $HIMS bull cases, but I have to say that spinning the FDA approval of (another) rare disease peptide (Elamipratide) as having anything at all to do with $HIMS (or the peptide craze in general, really) is probably the dumbest one I’ve seen so far.\n\nI’m sorry guys, but this is absolutely asinine.  Like, it’s hard for me to even remotely politely express how stupid this is - again, sorry 🤷🏻‍♂️", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002079704164611451, "ret_signed_m1d": -0.002079704164611451, "alpha_spy_m1d": -0.006788476085369144, "alpha_c_m1d": -0.006788476085369144, "bench_spy_m1d": -0.004708771920757693, "bench_c_m1d": -0.004708771920757693, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029462751134508802, "ret_signed_p1d": 0.029462751134508802, "alpha_spy_p1d": 0.02401928048452795, "alpha_c_p1d": 0.02401928048452795, "bench_spy_p1d": -0.005443470649980853, "bench_c_p1d": -0.005443470649980853, "ret_p1w": 0.024610019933611005, "ret_signed_p1w": -0.024610019933611005, "alpha_spy_p1w": -0.029348785207841566, "alpha_c_p1w": -0.029348785207841566, "bench_spy_p1w": -0.004738765274230561, "bench_c_p1w": -0.004738765274230561, "ret_p1m": -0.14454072863625766, "ret_signed_p1m": 0.14454072863625766, "alpha_spy_p1m": 0.15121392677862633, "alpha_c_p1m": 0.15121392677862633, "bench_spy_p1m": 0.006673198142368664, "bench_c_p1m": 0.006673198142368664, "ret_p3m": -0.38370882316987587, "ret_signed_p3m": 0.38370882316987587, "alpha_spy_p3m": 0.4073443240044293, "alpha_c_p3m": 0.4073443240044293, "bench_spy_p3m": 0.023635500834553458, "bench_c_p3m": 0.023635500834553458, "ret_p6m": -0.630155981448539, "ret_signed_p6m": 0.630155981448539, "alpha_spy_p6m": 0.6152486387618322, "alpha_c_p6m": 0.6152486387618322, "bench_spy_p6m": -0.014907342686706793, "bench_c_p6m": -0.014907342686706793, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14454072863625766, "alpha_spy_stated": 0.15121392677862633, "alpha_c_stated": 0.15121392677862633, "price_path": [-0.2724, -0.2556, -0.2823, -0.1979, -0.1437, -0.136, -0.1688, -0.1775, -0.1685, -0.1608, -0.1515, -0.112, -0.1288, -0.17, -0.0983, -0.1255, -0.1014, -0.1336, -0.1269, -0.175, -0.1333, 0.0055, -0.0066, -0.0009, 0.017, 0.0445, 0.1357, 0.147, 0.0841, 0.0979, -0.0378, -0.1139, -0.1153, -0.0998, -0.1338, -0.1688, -0.1624, -0.1832, -0.2024, -0.2184, -0.269, -0.2482, -0.2381, -0.2276, -0.2549, -0.214, -0.2373, -0.2354, -0.266, -0.2802, -0.2295, -0.1662, -0.161, -0.1397, -0.1718, -0.1719, -0.1029, -0.0381, -0.0648, -0.118, -0.1274, -0.026, 0.0021, 0.0, -0.0295, -0.0771, -0.049, 0.0121, 0.0246, -0.017, -0.0241, 0.0029, -0.0894, -0.051, 0.0047, 0.0081, 0.0095, -0.065, -0.0515, -0.0638, 0.0877, 0.0251, -0.1373, -0.1099, -0.1445, -0.1775, -0.1596, -0.1546, -0.1641, -0.1834, -0.1919, -0.2364, -0.2121, -0.2307, -0.2584, -0.2421, -0.2804, -0.2889, -0.2886, -0.3111, -0.3237, -0.3752, -0.3591, -0.3834, -0.3716, -0.379, -0.4173, -0.3984, -0.3452, -0.3572, -0.3345, -0.3109, -0.3499, -0.3707, -0.3575, -0.3064, -0.3206, -0.322, -0.3099, -0.3435, -0.3454, -0.3551, -0.3718, -0.3612, -0.3939, -0.3974, -0.3837, -0.3925, -0.3969, -0.3991, -0.4054, -0.409, -0.4274, -0.4373, -0.421, -0.3984, -0.3854, -0.3854, -0.413, -0.4508, -0.4395, -0.4419, -0.4572, -0.4588, -0.4562, -0.4719, -0.4993, -0.4711, -0.4867, -0.4752, -0.4856, -0.5031, -0.4823, -0.5305, -0.5418, -0.5574, -0.5771, -0.5931, -0.601, -0.665, -0.7012, -0.7107, -0.7262, -0.7175, -0.718, -0.7255, -0.7258, -0.7291, -0.7312, -0.7321, -0.7258, -0.7296, -0.7484, -0.7144, -0.7258, -0.7149, -0.7248, -0.7272, -0.6159, -0.5932, -0.5515, -0.5868, -0.5707, -0.5688, -0.5671, -0.5988, -0.5813, -0.6184, -0.6107, -0.6302]}
{"unit_id": "quote:1983631834727772555", "ticker_idx": 0, "ts": "2025-10-29T20:27:38+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Time for this to trade below cash. IMO, fair value is <$5/share.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NTLA after FDA clinical hold; author sees fair value below $5/share, expects stock to trade below cash.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Well that didn’t take long.  FDA places $NTLA on clinical hold.\n\nGame over (again) @GeneInvesting \n\nTime for this to trade below cash.  IMO, fair value is &lt;$5/share.", "reply_text": null, "parent_text": null, "quoted_text": "@Sanctuary_Bio @GeneInvesting @Alex___VA @CoinbasedBTC @drrichjlaw @Andre_AGTC Oh man.  FDA clinical hold for $NTLA would be BRUTAL.", "parent_author": null, "ret_m1d": 0.0697105192256926, "ret_signed_m1d": -0.0697105192256926, "alpha_spy_m1d": -0.05859011835717065, "alpha_c_m1d": -0.0719282174771253, "bench_spy_m1d": 0.011120400868521951, "bench_c_m1d": -0.002217698251432698, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028944111887415858, "ret_signed_p1d": -0.028944111887415858, "alpha_spy_p1d": -0.025663980620608928, "alpha_c_p1d": -0.02929066056119012, "bench_spy_p1d": 0.0032801312668069293, "bench_c_p1d": -0.0003465486737742607, "ret_p1w": 0.004484251933299488, "ret_signed_p1w": -0.004484251933299488, "alpha_spy_p1w": -0.018487837039376176, "alpha_c_p1w": 0.006880838480716411, "bench_spy_p1w": -0.014003585106076688, "bench_c_p1w": 0.0113650904140159, "ret_p1m": -0.3134936942029588, "ret_signed_p1m": 0.3134936942029588, "alpha_spy_p1m": 0.31414084912020457, "alpha_c_p1m": 0.38965432303205516, "bench_spy_p1m": 0.0006471549172457625, "bench_c_p1m": 0.07616062882909636, "ret_p3m": 0.06481859388832012, "ret_signed_p3m": -0.06481859388832012, "alpha_spy_p3m": -0.03887853551492837, "alpha_c_p3m": 0.01870859344160447, "bench_spy_p3m": 0.02594005837339175, "bench_c_p3m": 0.08352718732992459, "ret_p6m": 0.13086013023310783, "ret_signed_p6m": -0.13086013023310783, "alpha_spy_p6m": -0.06868537106725237, "alpha_c_p6m": -0.11946848885916284, "bench_spy_p6m": 0.062174759165855464, "bench_c_p6m": 0.011391641373944994, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3134936942029588, "alpha_spy_stated": 0.31414084912020457, "alpha_c_stated": 0.38965432303205516, "price_path": [-0.0632, -0.0118, -0.0559, -0.073, -0.0656, -0.1203, -0.1243, -0.1146, -0.1031, -0.1113, -0.104, -0.1252, -0.161, -0.1675, -0.1745, -0.1423, -0.0722, -0.0738, -0.0689, -0.0542, -0.0742, -0.0705, -0.0453, -0.0526, -0.0167, -0.0347, -0.0314, -0.0795, -0.0689, -0.0689, -0.0567, 0.0004, 0.0118, 0.3135, 0.2711, 0.4073, 0.3926, 0.448, 0.3543, 0.3298, 0.3795, 0.4081, 0.5296, 0.6665, 0.6274, 0.6747, 0.6665, 0.9951, 1.0758, 0.9992, 0.9372, 0.9486, 1.1141, 1.031, 1.0179, 1.2813, 1.1989, 1.0041, 1.1109, 1.0872, 0.2059, 0.1382, 0.0697, 0.0, 0.0289, 0.0656, -0.0053, 0.1064, 0.0045, -0.2238, -0.2067, -0.17, -0.2263, -0.2931, -0.2907, -0.3086, -0.3094, -0.3282, -0.3445, -0.3306, -0.3192, -0.3029, -0.3053, -0.267, -0.3135, -0.3396, -0.2613, -0.2059, -0.2165, -0.2303, -0.2417, -0.236, -0.2214, -0.2646, -0.2548, -0.2564, -0.2833, -0.276, -0.2475, -0.2091, -0.232, -0.2181, -0.2303, -0.2548, -0.2613, -0.267, -0.2491, -0.236, -0.2067, -0.1741, -0.1423, -0.1537, -0.0681, -0.0428, -0.02, -0.0322, 0.0192, 0.0461, 0.1439, 0.2964, 0.1928, 0.1374, 0.2091, 0.1268, 0.1333, 0.0722, 0.0648, 0.064, 0.0077, -0.0958, 0.0012, 0.0183, -0.0289, -0.0216, -0.0526, -0.0322, -0.0037, 0.0175, 0.0632, 0.0306, 0.073, 0.1072, 0.0942, 0.1643, 0.1235, 0.2589, 0.1093, 0.1268, 0.0722, 0.0958, 0.1325, 0.0982, 0.0607, 0.0477, 0.0404, 0.0909, 0.0991, 0.077, 0.0722, 0.0469, 0.0689, 0.0444, 0.0811, 0.0795, 0.0086, -0.0501, 0.0453, 0.0819, 0.0705, 0.0844, 0.1048, 0.1309, 0.1276, 0.0999, 0.1627, 0.2051, 0.2181, 0.1545, 0.2189, 0.2401, 0.2483, 0.351, 0.2939, 0.1113, 0.0632, 0.0762, 0.0147, 0.0991, 0.0811, 0.1309]}
{"unit_id": "thread:1968670224472817832", "ticker_idx": 0, "ts": "2025-09-18T13:35:32+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR's escape data look better than Lebrikizumab's!!! ... $NKTR might do we what have all considered basically unthinkable ➡️ Compete with the IL4/13 class instead of just picking through its (abundant) scraps.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: 24-week escape arm data exceeded expectations, outperforming Lebrikizumab on EASI75/vIGA0/1, raising possibility of competing with the IL4/13 class.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NKTR data update just now exceeded even my bullish expectations/hopes.\n\nHere's a breakdown of the situation and relevant data  (the end is the best part)\n👇👇👇\n\nMost of the presentation today is just the P2b data that we already had.\n❓So what's new❓\n\n$NKTR ran an \"escape arm\" in this study for placebo patients who failed to improve during the 16 week induction period (during which time they received only placebo, no treatment).\n\nThese \"escape\" patients switched over the Rezpeg treatment after 16 weeks (again, assuming they had NOT responded, defined as EASI<50 response).\n\n42 patients enrolled in the escape arm, and today we got data on the first 21 of those patients who have completed 24 weeks of treatment.\n\n❓Why is this important❓\n\nBecause so far, we only had data showing Rezpeg responses out to 16 weeks.  When these data were first presented, the KOLs noted that it did not seem like that response curve had flattened yet, meaning longer treatment *might* mean deeper responses.  They contrasted this to the IL$/13 class (Dupi and Lebri) which they said typically have already reached their max efficacy by ~16 weeks.\n\nWell, $NKTR's data today showed that with 8 more weeks of treatment, their responses *did* continue to deepen, and by *a lot*.\n\nThe Data 🤓\n➡️Original 16 week data:\n      ↪️EASI75     ~44%\n      ↪️vIGA0/1    ~23%\n➡️New 24 week \"escape arm\" data:\n      ↪️EASI75     ~62%\n      ↪️vIGA0/1    ~38%\n\nSo, as you can see, these $NKTR patients at 24 weeks had much deeper responses than the original 16 week-evaluated patients did\n\nAs always, a key question is ❓How do we compare these data to other competitors❓\n\nWell, in the table below you will see that, even in the original 16 week study, NKTR at 16 weeks was already showing better EASI75 and vIGA0/1 response rates than the OX40 competition showed ***at 24 weeks*** in their P3s.\n\nBut what about the higher bar of competition - IL4/13?  Of course, most understand that $NKTR doesn't *need* to compete for 1L patients with IL4/13 drugs, since the AtD market is so massive.  \n\nBut, here is the big surprise...There actually was a Lebrikizumab study that ran an escape arm like $NKTR did...and, at 24 weeks of escape treatment, which drug showed better responses?  $NKTR's up and coming AtD drug, or the mega-blockbuster IL4/13 class?\n\nEven *I* am surprised to say...$NKTR's escape data look better than Lebrikizumab's!!!\n\nThe Data 🤓\n➡️Lebri 24 week \"escape arm\" data:\n      ↪️EASI75     ~57%\n      ↪️vIGA0/1    ~23%\n➡️$NKTR 24 week \"escape arm\" data:\n      ↪️EASI75     62%\n      ↪️vIGA0/1    ~38%\n\nAlthough there are slight differences in the designs and this is cross-trial comp, this is actually a *very* apples-apples comparison, and I don't think anyone would have predicted that the comparison would look *this* favorable for $NKTR\n\nLebri is largely considered as good as, if not slightly better than Dupixent on efficacy...If this signal for $NKTR showing continued deepening of responses versus a flattening of responses for Dupi/Lebri is actually real/reproducible...\n\n...Then $NKTR might do we what have all considered basically unthinkable ➡️ Compete with the IL4/13 class instead of just picking through its (abundant) scraps.\n\n---\n\nAlready fielding some \"but  $NKTR data was open label\" comments.\n\nGuys, so is this Lebri data!!!  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{"unit_id": "quote:1978211417678324035", "ticker_idx": 0, "ts": "2025-10-14T21:28:50+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's hard to overstate how massive it is to be not just the *first* but also the *only* drug with a unique MoA and a large/impressive dataset in big TAMs.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on ABVX and NKTR as rare first-and-only drugs with unique MoA and large datasets in big TAMs, making them highly attractive M&A targets.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "I keep making this point about $ABVX and $NKTR\n\nIt’s hard to overstate how massive it is to be not just the *first* but also the *only* drug with a unique MoA and a large/impressive dataset in big TAMs. \n\nJust a huge, huge deal, and *exceptionally* rare in today’s biotech.", "reply_text": null, "parent_text": null, "quoted_text": "Great M&amp;A slides from Lifesci Capital.\nInteresting to see  acquirers are mostly interested in \"unique\" programs in term of biology (new mechanisms, platforms and modalities) or stage (first in class)  with limited appetite for more incremental improvements or less differentiated https://t.co/7uia3fMNWN", "parent_author": null, "ret_m1d": 0.023114727228998433, "ret_signed_m1d": 0.023114727228998433, "alpha_spy_m1d": 0.027534634826626547, "alpha_c_m1d": 0.02465804453769227, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": -0.0015433173086938368, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028239691779165854, "ret_signed_p1d": -0.028239691779165854, "alpha_spy_p1d": -0.021429372178943917, "alpha_c_p1d": -0.026556278948639434, "bench_spy_p1d": -0.006810319600221937, "bench_c_p1d": -0.0016834128305264207, "ret_p1w": -0.051249884892777486, "ret_signed_p1w": -0.051249884892777486, "alpha_spy_p1w": -0.05520377456041892, "alpha_c_p1w": -0.0750995824731725, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": 0.023849697580395013, "ret_p1m": 0.05532894970983415, "ret_signed_p1m": 0.05532894970983415, "alpha_spy_p1m": 0.04500068971457294, "alpha_c_p1m": -0.01607961578217787, "bench_spy_p1m": 0.010328259995261213, "bench_c_p1m": 0.07140856549201202, "ret_p3m": 0.22162956077956597, "ret_signed_p3m": 0.22162956077956597, "alpha_spy_p3m": 0.17785801485181985, "alpha_c_p3m": 0.11593083544374405, "bench_spy_p3m": 0.043771545927746125, "bench_c_p3m": 0.10569872533582192, "ret_p6m": 0.2567723344319257, "ret_signed_p6m": 0.2567723344319257, "alpha_spy_p6m": 0.1830865452402295, "alpha_c_p6m": 0.20424730692819582, "bench_spy_p6m": 0.07368578919169622, "bench_c_p6m": 0.05252502750372989, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05532894970983415, "alpha_spy_stated": 0.04500068971457294, "alpha_c_stated": -0.01607961578217787, "price_path": [-0.8919, -0.8959, -0.8939, -0.8954, -0.2825, -0.2704, -0.3046, -0.3037, -0.27, -0.2591, -0.2493, -0.2475, -0.2462, -0.2583, -0.2774, -0.2676, -0.2665, -0.2783, -0.2479, -0.269, -0.2725, -0.2633, -0.2678, -0.2787, -0.2481, -0.2215, -0.1917, -0.1898, -0.1664, -0.1692, -0.1461, -0.1525, -0.1425, -0.1251, -0.1052, -0.0793, -0.0587, -0.0665, -0.0835, -0.1009, -0.1213, -0.1019, -0.1394, -0.1528, -0.1286, -0.1392, -0.1402, -0.1421, -0.1366, -0.1423, -0.1336, -0.1284, -0.112, -0.1382, -0.1332, -0.1223, -0.0935, -0.0899, -0.0952, -0.0523, -0.0192, 0.0002, 0.0231, 0.0, -0.0282, -0.0301, -0.0431, -0.0412, -0.0512, -0.0538, -0.0507, -0.0081, -0.0143, 0.0348, 0.0908, 0.0712, 0.0339, 0.0317, 0.0418, 0.0867, 0.101, 0.1099, 0.1407, 0.0818, 0.0553, 0.1546, 0.1884, 0.1906, 0.1814, 0.2854, 0.2459, 0.3148, 0.3412, 0.3145, 0.3056, 0.2543, 0.201, 0.1602, 0.1572, 0.1977, 0.2033, 0.2869, 0.3339, 0.392, 0.3131, 0.2332, 0.1608, 0.1591, 0.1883, 0.2022, 0.4509, 0.447, 0.5198, 0.4884, 0.4685, 0.4469, 0.4105, 0.3991, 0.2889, 0.2457, 0.3229, 0.2079, 0.1965, 0.2342, 0.2513, 0.3075, 0.2216, 0.2248, 0.243, 0.2552, 0.2931, 0.2773, 0.2643, 0.2435, 0.1921, 0.1875, 0.1625, 0.1658, 0.1852, 0.1878, 0.1579, 0.2307, 0.2528, 0.2465, 0.2841, 0.3026, 0.3073, 0.314, 0.3281, 0.3622, 0.3634, 0.3901, 0.3418, 0.2899, 0.2496, 0.2685, 0.183, 0.162, 0.2213, 0.1787, 0.1435, 0.1464, 0.2057, 0.1747, 0.2235, 0.208, 0.2839, 0.3243, 0.2968, 0.2867, 0.2587, 0.2072, 0.1523, 0.1578, 0.1451, 0.0717, 0.0616, 0.1646, 0.2025, 0.2381, 0.2496, 0.2183, 0.2442, 0.3146, 0.3193, 0.2688, 0.3158, 0.2706, 0.2809, 0.2568]}
{"unit_id": "quote:1978211417678324035", "ticker_idx": 1, "ts": "2025-10-14T21:28:50+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I keep making this point about $ABVX and $NKTR", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on ABVX and NKTR as rare first-and-only drugs with unique MoA and large datasets in big TAMs, making them highly attractive M&A targets.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "I keep making this point about $ABVX and $NKTR\n\nIt’s hard to overstate how massive it is to be not just the *first* but also the *only* drug with a unique MoA and a large/impressive dataset in big TAMs. \n\nJust a huge, huge deal, and *exceptionally* rare in today’s biotech.", "reply_text": null, "parent_text": null, "quoted_text": "Great M&amp;A slides from Lifesci Capital.\nInteresting to see  acquirers are mostly interested in \"unique\" programs in term of biology (new mechanisms, platforms and modalities) or stage (first in class)  with limited appetite for more incremental improvements or less differentiated https://t.co/7uia3fMNWN", "parent_author": null, "ret_m1d": 0.00333982147028844, "ret_signed_m1d": 0.00333982147028844, "alpha_spy_m1d": 0.007759729067916554, "alpha_c_m1d": 0.004883138778982277, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": -0.0015433173086938368, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033925124378309635, "ret_signed_p1d": -0.033925124378309635, "alpha_spy_p1d": -0.027114804778087698, "alpha_c_p1d": -0.032241711547783214, "bench_spy_p1d": -0.006810319600221937, "bench_c_p1d": -0.0016834128305264207, "ret_p1w": 0.08595534262807902, "ret_signed_p1w": 0.08595534262807902, "alpha_spy_p1w": 0.08200145296043759, "alpha_c_p1w": 0.06210564504768401, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": 0.023849697580395013, "ret_p1m": -0.051678654565848636, "ret_signed_p1m": -0.051678654565848636, "alpha_spy_p1m": -0.06200691456110985, "alpha_c_p1m": -0.12308722005786066, "bench_spy_p1m": 0.010328259995261213, "bench_c_p1m": 0.07140856549201202, "ret_p3m": -0.3784496222584671, "ret_signed_p3m": -0.3784496222584671, "alpha_spy_p3m": -0.42222116818621325, "alpha_c_p3m": -0.48414834759428904, "bench_spy_p3m": 0.043771545927746125, "bench_c_p3m": 0.10569872533582192, "ret_p6m": 0.49165058043211163, "ret_signed_p6m": 0.49165058043211163, "alpha_spy_p6m": 0.4179647912404154, "alpha_c_p6m": 0.43912555292838173, "bench_spy_p6m": 0.07368578919169622, "bench_c_p6m": 0.05252502750372989, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.051678654565848636, "alpha_spy_stated": -0.06200691456110985, "alpha_c_stated": -0.12308722005786066, "price_path": [-0.5312, -0.5616, -0.5642, -0.5697, -0.5606, -0.5679, -0.5606, -0.5843, -0.5973, -0.6121, -0.6189, -0.5964, -0.591, -0.6034, -0.6054, -0.6177, -0.5947, -0.605, -0.5852, -0.5479, -0.5308, -0.5208, -0.5178, -0.5303, -0.5263, -0.5078, -0.5249, -0.5229, -0.4941, -0.4853, -0.4843, -0.4751, -0.4887, -0.4982, -0.3676, -0.2937, -0.2208, -0.1462, -0.1531, -0.1703, -0.1443, -0.1385, -0.123, -0.1023, 0.0329, -0.0308, 0.0352, 0.0476, 0.0605, -0.0223, 0.0283, 0.0357, 0.0002, 0.0345, 0.0635, 0.0643, 0.0534, 0.0195, -0.0058, -0.022, -0.0448, 0.009, 0.0033, 0.0, -0.0339, 0.0155, 0.1072, 0.0438, 0.086, 0.1187, 0.0564, 0.0998, 0.0708, 0.0482, 0.1039, 0.1413, 0.0533, -0.0153, -0.0462, -0.0311, -0.0162, 0.019, 0.0417, 0.0137, -0.0517, -0.0037, 0.0473, 0.0401, 0.0608, -0.0313, -0.0459, 0.0308, 0.0608, 0.1547, 0.1462, 0.0742, -0.0359, 0.0042, 0.0141, 0.0002, 0.0069, 0.0332, 0.0149, -0.1014, -0.0385, -0.0631, -0.1359, -0.2014, -0.2266, -0.1767, -0.2357, -0.2185, -0.2276, -0.218, -0.2489, -0.2635, -0.2568, -0.2368, -0.2183, -0.2447, -0.2352, -0.2716, -0.302, -0.3185, -0.357, -0.3656, -0.3784, -0.3377, -0.3632, -0.351, -0.3579, -0.3477, -0.3465, -0.3315, -0.3688, -0.3807, -0.3438, -0.3299, -0.3169, -0.3384, -0.3827, -0.353, -0.3484, -0.0156, 0.1663, 0.248, 0.2538, 0.2976, 0.2863, 0.2983, 0.296, 0.2941, 0.2027, 0.2369, 0.1584, 0.2125, 0.2016, 0.1972, 0.25, 0.2735, 0.2427, 0.2155, 0.2668, 0.289, 0.2368, 0.2876, 0.2693, 0.3194, 0.2863, 0.3155, 0.2695, 0.3067, 0.2825, 0.267, 0.2475, 0.2069, 0.147, 0.2647, 0.3308, 0.3533, 0.3134, 0.3401, 0.3197, 0.3684, 0.3623, 0.4141, 0.4284, 0.4628, 0.4764, 0.4917]}
{"unit_id": "reply:1963649767075967307", "ticker_idx": 0, "ts": "2025-09-04T17:06:01+00:00", "symbol": "SNY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SNY will take it with this lead time (half a decade or more)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish both SNY (half-decade lead in OX40 class) and NKTR (market share gain on P2 repeat) in 3rd-line atopic dermatitis.", "resolved_tickers": ["SNY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@crypto1nfern0 It’s a real market but SNY will take it with this lead time (half a decade or more), and now $NKTR is going to take more market share if they can simply repeat P2 results.", "reply_text": null, "parent_text": "@A_May_MD Curious why you are so bearish on the class.  News is clearly bad for $SNY and great for $NKTR. But is the OX40 class not good enough for 3rd line after Rezpeg?  Will that not be a real market?  Is the decining efficacy from wk16 to wk24 a deal breaker?", "quoted_text": null, "parent_author": "crypto1nfern0", "ret_m1d": 0.10059556372485678, "ret_signed_m1d": 0.10059556372485678, "alpha_spy_m1d": 0.10888352439198157, "alpha_c_m1d": 0.10888352439198157, "bench_spy_m1d": -0.008287960667124783, "bench_c_m1d": -0.008287960667124783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025810662945359386, "ret_signed_p1d": 0.025810662945359386, "alpha_spy_p1d": 0.02870685732654832, "alpha_c_p1d": 0.02870685732654832, "bench_spy_p1d": -0.0028961943811889324, "bench_c_p1d": -0.0028961943811889324, "ret_p1w": 0.0511802333704523, "ret_signed_p1w": 0.0511802333704523, "alpha_spy_p1w": 0.03806997215870345, "alpha_c_p1w": 0.03806997215870345, "bench_spy_p1w": 0.013110261211748853, "bench_c_p1w": 0.013110261211748853, "ret_p1m": 0.1228766871056115, "ret_signed_p1m": 0.1228766871056115, "alpha_spy_p1m": 0.08906858032821807, "alpha_c_p1m": 0.08906858032821807, "bench_spy_p1m": 0.03380810677739343, "bench_c_p1m": 0.03380810677739343, "ret_p3m": 0.09618348382973108, "ret_signed_p3m": 0.09618348382973108, "alpha_spy_p3m": 0.039697520970115585, "alpha_c_p3m": 0.039697520970115585, "bench_spy_p3m": 0.05648596285961549, "bench_c_p3m": 0.05648596285961549, "ret_p6m": -0.017207138237738562, "ret_signed_p6m": -0.017207138237738562, "alpha_spy_p6m": -0.05898149081270776, "alpha_c_p6m": -0.05898149081270776, "bench_spy_p6m": 0.0417743525749692, "bench_c_p6m": 0.0417743525749692, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1228766871056115, "alpha_spy_stated": 0.08906858032821807, "alpha_c_stated": 0.08906858032821807, "price_path": [0.092, 0.0977, 0.1134, 0.0975, 0.1004, 0.0964, 0.1213, 0.0957, 0.09, 0.0638, 0.0505, 0.0558, 0.0629, 0.0682, 0.0545, 0.0671, 0.0556, 0.0657, 0.0821, 0.0878, 0.0655, 0.066, 0.0629, 0.0772, 0.0885, 0.0724, 0.071, 0.0615, 0.0704, 0.0732, 0.066, 0.0574, 0.0754, 0.1066, 0.1059, 0.1112, 0.0916, 0.0887, 0.0865, 0.0068, 0.0313, 0.06, 0.0554, 0.0188, 0.0463, 0.0397, 0.0415, 0.06, 0.0752, 0.0818, 0.0979, 0.0995, 0.1072, 0.1147, 0.1165, 0.1328, 0.1059, 0.1096, 0.1054, 0.1017, 0.0916, 0.0938, 0.1006, 0.0, 0.0258, 0.0324, 0.0468, 0.0404, 0.0512, 0.0375, 0.0285, 0.0338, 0.0362, 0.0518, 0.051, 0.0371, 0.0342, 0.0236, -0.0057, 0.0046, 0.0071, 0.0413, 0.0977, 0.1061, 0.1229, 0.0966, 0.0854, 0.0765, 0.077, 0.0609, 0.0765, 0.0858, 0.0801, 0.1035, 0.1167, 0.0971, 0.0955, 0.1028, 0.0924, 0.1392, 0.1341, 0.1264, 0.118, 0.1238, 0.1158, 0.1041, 0.0834, 0.081, 0.0918, 0.0955, 0.1176, 0.1403, 0.1454, 0.1546, 0.1502, 0.1423, 0.1176, 0.0931, 0.0785, 0.0949, 0.0843, 0.1092, 0.1037, 0.1004, 0.1019, 0.0997, 0.0962, 0.0788, 0.0927, 0.0686, 0.0552, 0.0646, 0.0779, 0.0739, 0.0549, 0.0465, 0.062, 0.0587, 0.0629, 0.0596, 0.066, 0.0668, 0.0693, 0.0666, 0.0752, 0.069, 0.064, 0.0481, 0.0627, 0.0671, 0.0618, 0.0816, 0.0501, 0.0413, 0.0565, 0.0472, 0.0278, 0.009, 0.0188, 0.0258, 0.0413, 0.0441, 0.0477, 0.0097, 0.0192, 0.0377, 0.0428, 0.0477, 0.0607, 0.0477, 0.0552, 0.0649, 0.0728, 0.0865, 0.0375, 0.015, 0.0243, 0.0179, 0.0452, 0.0315, 0.0417, 0.0437, 0.0499, 0.0666, 0.0735, 0.0514, 0.0251, 0.0196, -0.0073, -0.0172]}
{"unit_id": "reply:1963649767075967307", "ticker_idx": 1, "ts": "2025-09-04T17:06:01+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR is going to take more market share if they can simply repeat P2 results", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish both SNY (half-decade lead in OX40 class) and NKTR (market share gain on P2 repeat) in 3rd-line atopic dermatitis.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@crypto1nfern0 It’s a real market but SNY will take it with this lead time (half a decade or more), and now $NKTR is going to take more market share if they can simply repeat P2 results.", "reply_text": null, "parent_text": "@A_May_MD Curious why you are so bearish on the class.  News is clearly bad for $SNY and great for $NKTR. But is the OX40 class not good enough for 3rd line after Rezpeg?  Will that not be a real market?  Is the decining efficacy from wk16 to wk24 a deal breaker?", "quoted_text": null, "parent_author": "crypto1nfern0", "ret_m1d": -0.20650362422750523, "ret_signed_m1d": -0.20650362422750523, "alpha_spy_m1d": -0.19821566356038045, "alpha_c_m1d": -0.20271992823326745, "bench_spy_m1d": -0.008287960667124783, "bench_c_m1d": -0.003783695994237779, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11673154019941379, "ret_signed_p1d": 0.11673154019941379, "alpha_spy_p1d": 0.11962773458060272, "alpha_c_p1d": 0.11331158109900685, "bench_spy_p1d": -0.0028961943811889324, "bench_c_p1d": 0.003419959100406933, "ret_p1w": 0.31183994895642364, "ret_signed_p1w": 0.31183994895642364, "alpha_spy_p1w": 0.2987296877446748, "alpha_c_p1w": 0.29517677269429377, "bench_spy_p1w": 0.013110261211748853, "bench_c_p1w": 0.016663176262129875, "ret_p1m": 0.6828793776381765, "ret_signed_p1m": 0.6828793776381765, "alpha_spy_p1m": 0.6490712708607831, "alpha_c_p1m": 0.6242872576144494, "bench_spy_p1m": 0.03380810677739343, "bench_c_p1m": 0.05859212002372716, "ret_p3m": 0.5878266202046853, "ret_signed_p3m": 0.5878266202046853, "alpha_spy_p3m": 0.5313406573450699, "alpha_c_p3m": 0.4542368789797535, "bench_spy_p3m": 0.05648596285961549, "bench_c_p3m": 0.13358974122493184, "ret_p6m": 0.9649804849288179, "ret_signed_p6m": 0.9649804849288179, "alpha_spy_p6m": 0.9232061323538487, "alpha_c_p6m": 0.8440347060201141, "bench_spy_p6m": 0.0417743525749692, "bench_c_p6m": 0.12094577890870384, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6828793776381765, "alpha_spy_stated": 0.6490712708607831, "alpha_c_stated": 0.6242872576144494, "price_path": [-0.6873, -0.7207, -0.7207, -0.7557, -0.6845, -0.7346, -0.7565, -0.7613, -0.7429, -0.7574, -0.7607, -0.7635, -0.7349, -0.3205, -0.1907, -0.1751, -0.284, -0.2818, -0.3166, -0.2904, -0.3118, -0.3477, -0.3683, -0.3508, -0.3024, -0.3049, -0.3216, -0.3385, -0.3291, -0.2588, -0.3068, -0.311, -0.3196, -0.3052, -0.3168, -0.3052, -0.3427, -0.3633, -0.3866, -0.3974, -0.3619, -0.3533, -0.373, -0.376, -0.3955, -0.3591, -0.3755, -0.3441, -0.2852, -0.2582, -0.2424, -0.2376, -0.2574, -0.251, -0.2218, -0.2487, -0.2457, -0.2001, -0.1862, -0.1845, -0.1701, -0.1915, -0.2065, 0.0, 0.1167, 0.2321, 0.3499, 0.3391, 0.3118, 0.353, 0.3621, 0.3866, 0.4194, 0.6331, 0.5325, 0.6367, 0.6565, 0.6768, 0.5459, 0.6259, 0.6376, 0.5814, 0.6356, 0.6815, 0.6829, 0.6656, 0.612, 0.572, 0.5464, 0.5103, 0.5953, 0.5864, 0.5812, 0.5275, 0.6056, 0.7507, 0.6504, 0.7171, 0.7688, 0.6704, 0.739, 0.6932, 0.6573, 0.7454, 0.8046, 0.6654, 0.557, 0.5081, 0.532, 0.5556, 0.6112, 0.647, 0.6028, 0.4994, 0.5753, 0.6559, 0.6445, 0.6773, 0.5317, 0.5086, 0.6298, 0.6773, 0.8257, 0.8124, 0.6984, 0.5245, 0.5878, 0.6034, 0.5814, 0.592, 0.6337, 0.6048, 0.4208, 0.5203, 0.4814, 0.3663, 0.2626, 0.2229, 0.3018, 0.2084, 0.2357, 0.2212, 0.2365, 0.1876, 0.1645, 0.1751, 0.2068, 0.236, 0.1943, 0.2093, 0.1518, 0.1037, 0.0775, 0.0167, 0.0031, -0.0172, 0.0472, 0.0069, 0.0261, 0.0153, 0.0314, 0.0334, 0.057, -0.0019, -0.0208, 0.0375, 0.0595, 0.08, 0.0461, -0.0239, 0.0231, 0.0303, 0.5564, 0.8441, 0.9733, 0.9825, 1.0517, 1.0339, 1.0528, 1.0492, 1.0461, 0.9016, 0.9558, 0.8316, 0.9172, 0.8999, 0.893, 0.9764, 1.0136, 0.965]}
{"unit_id": "quote:1983527323044356327", "ticker_idx": 0, "ts": "2025-10-29T13:32:20+00:00", "symbol": "PALI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PALI further proving its legitimacy by bringing Sharon Skare on board as VP of clinical operations", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PALI; new VP hire adds legitimacy, valuation remains cheap relative to IBD peers ARNA and ABVX, expects more credit ahead.", "resolved_tickers": ["PALI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$PALI further proving its legitimacy by bringing Sharon Skare on board as VP of clinical operations.  She previously served in the same role, in the same disease (IBD) at…\n\n➡️ $ARNA - bought out for $6.7B after phase 2 data\n➡️ $ABVX - currently ~$7B, likely to be bought out (***in my biased opinion***) north of $10B after phase 3 data \n\n$PALI’s valuation remains cheap, IMO, continuing to reflect skepticism about the PDE4 MoA in UC.  \n\nYears ago, I watched these ex-$ARNA employees joining another tiny IBD company whose drug the market was *very* skeptical of….that was $ABVX.\n\nStill early days for $PALI, but hopefully it gets a little more credit along the way than $ABVX did.  The gap from $8-$98 moved quickly…a more reasonable market won’t ignore $PALI for years.  Maybe $PALI could even get the $MORF treatment (i.e. *LOTS* of credit very early) 😅", "reply_text": null, "parent_text": null, "quoted_text": "THIS IS 🚨NOT🚨 A PITCH, but the $PALI story is a fascinating one, and I am currently long (and bought more this morning).\n\nThis is a wild story of a nanocap biotech that was valued at ~$8M only a few days ago, but has now burst onto the scene with a potentially unique approach", "parent_author": null, "ret_m1d": -0.12735843221332077, "ret_signed_m1d": -0.12735843221332077, "alpha_spy_m1d": -0.12687829221979008, "alpha_c_m1d": -0.13756821925445628, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": 0.01020978704113551, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08490558398834713, "ret_signed_p1d": -0.08490558398834713, "alpha_spy_p1d": -0.07390748637408695, "alpha_c_p1d": -0.08712821135660798, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": 0.0022226273682608433, "ret_p1w": -0.20754715177502647, "ret_signed_p1w": -0.20754715177502647, "alpha_spy_p1w": -0.1932757223607534, "alpha_c_p1w": -0.2192155714226336, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": 0.01166841964760712, "ret_p1m": -0.004716976888241464, "ret_signed_p1m": -0.004716976888241464, "alpha_spy_p1m": 0.0011021801692837618, "alpha_c_p1m": -0.09966071870353754, "bench_spy_p1m": -0.005819157057525226, "bench_c_p1m": 0.09494374181529608, "ret_p3m": -0.2971697688824151, "ret_signed_p3m": -0.2971697688824151, "alpha_spy_p3m": -0.3068071266567214, "alpha_c_p3m": -0.3764790295590521, "bench_spy_p3m": 0.009637357774306299, "bench_c_p3m": 0.07930926067663702, "ret_p6m": -0.06132069954713959, "ret_signed_p6m": -0.06132069954713959, "alpha_spy_p6m": -0.11567607422778114, "alpha_c_p6m": -0.07797191675569137, "bench_spy_p6m": 0.054355374680641555, "bench_c_p6m": 0.016651217208551783, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004716976888241464, "alpha_spy_stated": 0.0011021801692837618, "alpha_c_stated": -0.09966071870353754, "price_path": [-0.5189, -0.5236, -0.5094, -0.5189, -0.5283, -0.5849, -0.6274, -0.6509, -0.6462, -0.6179, -0.6132, -0.6226, -0.6226, -0.6321, -0.6604, -0.6557, -0.6462, -0.6745, -0.6792, -0.6887, -0.6792, -0.6792, -0.6887, -0.6934, -0.7028, -0.7028, -0.7311, -0.7358, -0.7453, -0.7264, -0.717, -0.7217, -0.717, -0.7264, -0.717, -0.717, -0.7028, -0.7028, -0.6792, -0.6368, -0.5755, -0.566, -0.5943, -0.3821, -0.1981, -0.2453, -0.0991, -0.2075, -0.0566, -0.0094, -0.0566, -0.1274, -0.1274, -0.184, -0.184, -0.1792, -0.1226, -0.1651, -0.2311, -0.1651, -0.1792, -0.217, -0.1274, 0.0, -0.0849, -0.0236, -0.0566, -0.1321, -0.2075, -0.217, -0.2075, -0.1651, -0.1415, -0.0377, -0.1179, 0.0094, -0.0236, -0.0236, 0.0236, 0.1038, 0.0047, 0.0755, 0.0142, 0.0519, -0.0047, -0.1179, -0.1368, -0.2028, -0.1509, -0.1509, -0.1462, -0.1038, -0.0094, 0.0377, -0.0849, -0.1462, -0.1887, -0.2075, -0.2123, -0.1368, -0.0189, -0.0142, 0.0377, 0.0142, 0.1698, 0.1132, 0.1085, 0.1792, -0.0094, -0.0943, -0.0472, -0.1038, -0.0613, -0.1038, -0.1085, -0.0802, -0.1745, -0.217, -0.1085, -0.1745, -0.1274, -0.0991, -0.1462, -0.1462, -0.2123, -0.2406, -0.2972, -0.2406, -0.217, -0.2547, -0.2925, -0.2264, -0.1887, -0.184, -0.1792, -0.1792, -0.184, -0.1981, -0.2028, -0.2311, -0.2453, -0.2406, -0.1557, -0.1038, -0.1274, -0.1651, -0.1462, -0.2028, -0.1792, -0.2264, -0.2311, -0.1792, -0.0943, -0.0566, -0.0425, -0.0849, -0.0613, -0.0613, -0.0708, -0.0613, -0.1085, -0.0991, -0.0566, -0.0566, -0.0755, -0.0566, -0.1604, -0.1745, -0.1132, -0.1085, -0.0896, -0.0991, -0.1179, -0.066, -0.1415, -0.0613, -0.0283, 0.1038, 0.0991, 0.1321, 0.1792, 0.3208, 0.1038, 0.0236, -0.0189, -0.0755, -0.0802, -0.0896, -0.0566, -0.0613]}
{"unit_id": "reply:1986787451222802860", "ticker_idx": 0, "ts": "2025-11-07T13:26:55+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I personally do think the study is showing a real effect, and there's plenty more biologic plausibility with this drug than with failed predecessors", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish QURE; author believes trial shows real effect with stronger biologic plausibility than failed predecessors.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "The edgy/cool kid stance to take seems to act supremely confident that $QURE doesn’t work. \n\nSkepticism is necessary for biotech investors, so I get it.  I understand the concerns.  \n\nBut, I personally do think the study is showing a real effect, and there’s plenty more biologic plausibility with this drug than with failed predecessors. \n\nAll I can say for certain is to speak for myself that if I were diagnosed with Huntington’s I’d be seeking this treatment.", "reply_text": null, "parent_text": "@A_May_MD As one of the best at analyzing data Adam, does $QURE's treatment work?", "quoted_text": null, "parent_author": "charle77238", "ret_m1d": -0.010075591127061134, "ret_signed_m1d": -0.010075591127061134, "alpha_spy_m1d": -0.009091994463328534, "alpha_c_m1d": -0.008706954788550325, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.0013686363385108091, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05901407855228746, "ret_signed_p1d": -0.05901407855228746, "alpha_spy_p1d": -0.07461835717943077, "alpha_c_p1d": -0.06681474765636719, "bench_spy_p1d": 0.015604278627143309, "bench_c_p1d": 0.007800669104079727, "ret_p1w": 0.07520684333880312, "ret_signed_p1w": 0.07520684333880312, "alpha_spy_p1w": 0.07377611559192099, "alpha_c_p1w": 0.036271619036269076, "bench_spy_p1w": 0.0014307277468821322, "bench_c_p1w": 0.038935224302534044, "ret_p1m": -0.252249010361316, "ret_signed_p1m": -0.252249010361316, "alpha_spy_p1m": -0.27023798809859056, "alpha_c_p1m": -0.2783883956383941, "bench_spy_p1m": 0.017988977737274592, "bench_c_p1m": 0.026139385277078153, "ret_p3m": -0.1108312964946242, "ret_signed_p3m": -0.1108312964946242, "alpha_spy_p3m": -0.14540090370624792, "alpha_c_p3m": -0.17824234803037864, "bench_spy_p3m": 0.03456960721162372, "bench_c_p3m": 0.06741105153575444, "ret_p6m": 0.04713923795556396, "ret_signed_p6m": 0.04713923795556396, "alpha_spy_p6m": -0.05929355209745246, "alpha_c_p6m": 0.04075342654183811, "bench_spy_p6m": 0.10643279005301642, "bench_c_p6m": 0.00638581141372585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.252249010361316, "alpha_spy_stated": -0.27023798809859056, "alpha_c_stated": -0.2783883956383941, "price_path": [-0.4919, -0.4854, -0.4746, -0.4322, -0.4178, -0.4365, -0.4484, -0.443, -0.4404, -0.435, -0.4404, -0.4318, -0.4332, -0.4149, -0.4124, -0.3879, -0.3746, -0.362, -0.3541, -0.3728, -0.3706, -0.371, -0.3904, -0.4068, -0.4662, -0.4793, -0.4905, -0.4696, -0.5009, -0.5023, -0.5085, 0.7092, 0.8946, 0.9543, 1.1375, 1.1004, 0.9788, 0.9611, 0.9763, 0.9039, 1.0842, 1.158, 1.2904, 1.215, 1.2317, 1.1216, 1.2609, 1.1587, 1.0871, 1.3001, 1.2695, 1.1558, 1.1349, 1.1954, 1.444, 1.5189, 1.5401, 1.4419, 1.4358, 0.2339, 0.0954, -0.0623, -0.0101, 0.0, -0.059, 0.1098, 0.0838, 0.0918, 0.0752, 0.0914, 0.0691, 0.0058, 0.004, 0.0007, -0.0004, 0.0061, -0.0058, -0.0101, -0.0439, -0.0889, -0.0831, -0.1817, -0.2325, -0.2166, -0.2522, -0.2753, -0.2893, -0.2979, -0.2648, -0.2123, -0.1713, -0.1389, -0.1367, -0.1011, -0.1299, -0.0936, -0.1072, -0.1162, -0.1443, -0.1389, -0.1583, -0.1857, -0.1972, -0.1695, -0.167, -0.0889, -0.1709, -0.2263, -0.1958, -0.2091, -0.1781, -0.194, -0.2177, -0.1835, -0.0975, -0.0907, -0.1231, -0.1716, -0.1488, -0.1824, -0.1112, 0.0004, -0.041, -0.1177, -0.077, -0.0626, -0.1108, -0.1324, -0.195, -0.2623, -0.2173, -0.1569, -0.122, -0.1569, -0.1196, -0.1353, -0.1051, -0.3841, -0.4376, -0.6222, -0.6751, -0.6747, -0.6168, -0.4865, -0.3526, -0.3429, -0.3681, -0.3904, -0.4412, -0.4264, -0.4379, -0.47, -0.4509, -0.421, -0.4271, -0.4538, -0.4113, -0.4386, -0.4685, -0.47, -0.4117, -0.3922, -0.3825, -0.3742, -0.3832, -0.4282, -0.4135, -0.4466, -0.3552, -0.385, -0.3793, -0.3951, -0.3674, -0.3508, -0.3721, -0.3602, -0.3688, -0.3512, -0.3559, -0.3505, -0.398, -0.2821, -0.3116, -0.2558, -0.2386, -0.1788, -0.131, -0.0047, -0.0054, 0.0471]}
{"unit_id": "reply:1988633789065511097", "ticker_idx": 0, "ts": "2025-11-12T15:43:36+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NTLA is dead but there's plenty of decay left to set in", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NTLA; expects further price decay from current levels.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@zapunyo @GeneInvesting Yes $NTLA is dead but there’s plenty of decay left to set in.  \n\nIs what it is 🤷🏻‍♂️", "reply_text": null, "parent_text": "@A_May_MD @GeneInvesting https://t.co/iTtiZ3JE66", "quoted_text": null, "parent_author": "zapunyo", "ret_m1d": 0.07270817183342437, "ret_signed_m1d": -0.07270817183342437, "alpha_spy_m1d": -0.07326425275161796, "alpha_c_m1d": -0.08671161568120633, "bench_spy_m1d": -0.0005560809181935911, "bench_c_m1d": -0.01400344384778196, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08640671386734944, "ret_signed_p1d": 0.08640671386734944, "alpha_spy_p1d": 0.06981271894691221, "alpha_c_p1d": 0.08588324980996831, "bench_spy_p1d": -0.016593994920437227, "bench_c_p1d": -0.0005234640573811289, "ret_p1w": -0.13171760064781524, "ret_signed_p1w": 0.13171760064781524, "alpha_spy_p1w": 0.1013537814426444, "alpha_c_p1w": 0.12851127002513762, "bench_spy_p1w": -0.03036381920517084, "bench_c_p1w": -0.003206330622677611, "ret_p1m": -0.04952574548893951, "ret_signed_p1m": 0.04952574548893951, "alpha_spy_p1m": 0.04715517478601994, "alpha_c_p1m": 0.057639891463219906, "bench_spy_p1m": -0.002370570702919572, "bench_c_p1m": 0.008114145974280396, "ret_p3m": 0.2507903236925466, "ret_signed_p3m": -0.2507903236925466, "alpha_spy_p3m": -0.2502277589158737, "alpha_c_p3m": -0.2146601276397011, "bench_spy_p3m": 0.0005625647766729358, "bench_c_p3m": 0.03613019605284551, "ret_p6m": 0.4404636887239113, "ret_signed_p6m": -0.4404636887239113, "alpha_spy_p6m": -0.35266657153744485, "alpha_c_p6m": -0.4830174200590799, "bench_spy_p6m": 0.08779711718646643, "bench_c_p6m": -0.0425537313351686, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04952574548893951, "alpha_spy_stated": 0.04715517478601994, "alpha_c_stated": 0.057639891463219906, "price_path": [0.1486, 0.1581, 0.1307, 0.0843, 0.0759, 0.0669, 0.1085, 0.1992, 0.197, 0.2034, 0.2223, 0.1965, 0.2013, 0.2339, 0.2244, 0.2708, 0.2476, 0.2518, 0.1897, 0.2034, 0.2034, 0.2192, 0.2929, 0.3077, 0.6976, 0.6428, 0.8188, 0.7998, 0.8714, 0.7503, 0.7187, 0.7829, 0.8198, 0.9768, 1.1538, 1.1033, 1.1644, 1.1538, 1.5785, 1.6828, 1.5838, 1.5037, 1.5184, 1.7323, 1.6249, 1.608, 1.9484, 1.8419, 1.5901, 1.7281, 1.6976, 0.5585, 0.471, 0.3825, 0.2924, 0.3298, 0.3772, 0.2856, 0.4299, 0.2982, 0.0032, 0.0253, 0.0727, 0.0, -0.0864, -0.0832, -0.1064, -0.1075, -0.1317, -0.1528, -0.1349, -0.1201, -0.0991, -0.1022, -0.0527, -0.1128, -0.1465, -0.0453, 0.0263, 0.0126, -0.0053, -0.02, -0.0126, 0.0063, -0.0495, -0.0369, -0.039, -0.0738, -0.0643, -0.0274, 0.0221, -0.0074, 0.0105, -0.0053, -0.0369, -0.0453, -0.0527, -0.0295, -0.0126, 0.0253, 0.0674, 0.1085, 0.0938, 0.2044, 0.2371, 0.2666, 0.2508, 0.3172, 0.3519, 0.4784, 0.6754, 0.5416, 0.47, 0.5627, 0.4563, 0.4647, 0.3857, 0.3762, 0.3751, 0.3024, 0.1686, 0.294, 0.3161, 0.255, 0.2645, 0.2244, 0.2508, 0.2877, 0.3151, 0.3741, 0.3319, 0.3867, 0.431, 0.4141, 0.5047, 0.4521, 0.627, 0.4336, 0.4563, 0.3857, 0.4162, 0.4636, 0.4194, 0.3709, 0.3541, 0.3446, 0.4099, 0.4204, 0.392, 0.3857, 0.353, 0.3815, 0.3498, 0.3973, 0.3952, 0.3035, 0.2276, 0.3509, 0.3983, 0.3836, 0.4015, 0.4278, 0.4615, 0.4573, 0.4215, 0.5026, 0.5574, 0.5743, 0.4921, 0.5753, 0.6027, 0.6133, 0.746, 0.6723, 0.4362, 0.3741, 0.3909, 0.3114, 0.4204, 0.3973, 0.4615, 0.4025, 0.4594, 0.4447, 0.4847, 0.5195, 0.4742, 0.5047, 0.3793, 0.4405]}
{"unit_id": "thread:1995612379543994877", "ticker_idx": 0, "ts": "2025-12-01T21:54:02+00:00", "symbol": "JANX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have shorted $JANX after hours. ORR and mPFS are just not good. Probably belongs right around cash (~$17/share) where $VIR already trades. Maybe even below cash unfortunately.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Short JANX after hours; disappointing ORR/mPFS data, stock likely worth only ~$17 cash value or below as flagship PSMA program appears to be failing.", "resolved_tickers": ["JANX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Pains me to say it, but...I have shorted $JANX after hours.  Sure PSA responses got worse - they almost had to with how good they looked in the n=16.  But ORR and mPFS are just not good.  I strongly suspect that in a big pharma's hands they wouldn't even take this program forward.\n\nNot enough responses, and not durable enough when they happen (what's the cORR by the way?).  \n\nProbably belongs right around cash (~$17/share) where $VIR already trades.  Maybe even below cash unfortunately.  PSMA was supposed to be their ticket...EGFR has always been talked down.  IMO it looks like the flagship is going down. \n\nBummer!\n\n---\n\nOof.  CEO response to cORR vs uORR question on the call was brutal, down to his tone in answering (sounded very annoyed to have been asked).  \n\nThe response was basically a grump \"IDK\".  Bad.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 1.1431275166614903, "ret_signed_m1d": -1.1431275166614903, "alpha_spy_m1d": -1.1449762788152684, "alpha_c_m1d": -1.1371026960873276, "bench_spy_m1d": -0.0018487621537781607, "bench_c_m1d": 0.006024820574162648, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07881468983185336, "ret_signed_p1d": -0.07881468983185336, "alpha_spy_p1d": -0.07535185014077017, "alpha_c_p1d": -0.07415021614764283, "bench_spy_p1d": 0.003462839691083186, "bench_c_p1d": 0.004664473684210524, "ret_p1w": -0.007566197235607142, "ret_signed_p1w": 0.007566197235607142, "alpha_spy_p1w": 0.009781840342340198, "alpha_c_p1w": -0.020938487772367287, "bench_spy_p1w": 0.002215643106733056, "bench_c_p1w": -0.02850468500797443, "ret_p1m": -0.1393442677167106, "ret_signed_p1m": 0.1393442677167106, "alpha_spy_p1m": 0.14471257673323212, "alpha_c_p1m": 0.15108449897667875, "bench_spy_p1m": 0.005368309016521522, "bench_c_p1m": 0.011740231259968148, "ret_p3m": -0.11916768162430103, "ret_signed_p3m": 0.11916768162430103, "alpha_spy_p3m": 0.1217988763297293, "alpha_c_p3m": 0.12049842325109528, "bench_spy_p3m": 0.0026311947054282747, "bench_c_p3m": 0.0013307416267942518, "ret_p6m": -0.13240854181931117, "ret_signed_p6m": 0.13240854181931117, "alpha_spy_p6m": 0.24960203887925203, "alpha_c_p6m": 0.12590086638071463, "bench_spy_p6m": 0.11719349705994087, "bench_c_p6m": -0.0065076754385965385, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1393442677167106, "alpha_spy_stated": 0.14471257673323212, "alpha_c_stated": 0.15108449897667875, "price_path": [0.4527, 0.5095, 0.512, 0.5643, 0.4994, 0.5328, 0.5839, 0.5164, 0.4855, 0.476, 0.4792, 0.5385, 0.4786, 0.4823, 0.4489, 0.4401, 0.3726, 0.4647, 0.4943, 0.541, 0.4943, 0.4697, 0.5132, 0.4351, 0.4306, 0.5259, 0.6299, 0.6715, 0.6576, 0.6223, 0.7831, 0.715, 0.6873, 0.6967, 0.6917, 0.6608, 0.5422, 0.57, 0.7245, 0.8764, 0.7535, 0.7976, 0.8102, 0.7257, 0.703, 0.7364, 0.8071, 0.6696, 0.7396, 0.8203, 0.7982, 0.7314, 0.8462, 0.8108, 0.8298, 0.8165, 0.8026, 0.8159, 0.988, 1.1904, 1.1873, 1.1494, 1.1431, 0.0, 0.0788, 0.034, 0.041, 0.0454, -0.0076, -0.0177, -0.0315, -0.0353, -0.0467, -0.0763, -0.111, -0.1148, -0.1305, -0.1116, -0.1097, -0.0977, -0.1015, -0.1129, -0.128, -0.1299, -0.1393, -0.133, -0.1526, -0.1185, -0.123, -0.1072, -0.1154, -0.1305, -0.1097, -0.1349, -0.1324, -0.1709, -0.1633, -0.0454, -0.0662, -0.0769, -0.0712, -0.1204, -0.128, -0.1356, -0.1179, -0.1299, -0.1595, -0.232, -0.1759, -0.1633, -0.1721, -0.1734, -0.1721, -0.1715, -0.1671, -0.1671, -0.1538, -0.1753, -0.157, -0.1393, -0.1362, -0.1299, -0.1419, -0.1538, -0.1526, -0.0952, -0.1192, -0.1274, -0.1185, -0.1129, -0.1122, -0.1207, -0.1438, -0.1248, -0.1141, -0.1261, -0.1072, -0.1135, -0.1236, -0.145, -0.1299, -0.1406, -0.169, -0.1784, -0.1236, -0.0851, -0.0643, -0.058, -0.0586, -0.0839, -0.0839, -0.0586, -0.0605, -0.0391, -0.0517, -0.0422, -0.0025, 0.0006, -0.0252, -0.0296, -0.0422, -0.0536, -0.0397, -0.0858, -0.1103, -0.0939, -0.0958, -0.0908, -0.0965, -0.0782, -0.0832, -0.1062, -0.1028, -0.0914, -0.0788, -0.0927, -0.1242, -0.1154, -0.1293, -0.0921, -0.0914, -0.0845, -0.0921, -0.0895, -0.0706, -0.0801, -0.0914, -0.1311, -0.1431, -0.1324]}
{"unit_id": "reply:1983922272889897054", "ticker_idx": 0, "ts": "2025-10-30T15:41:44+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I just think $ABVX is going to someday be bought out for more than it costs to buy the stock today", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects ABVX to eventually be acquired at a premium to current price.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@thetwitabides I honestly have no idea.  I just think $ABVX is going to someday be bought out for more than it costs to buy the stock today 🤷‍♂️", "reply_text": null, "parent_text": "@A_May_MD AM,\n\nDo you think the Soffinova sales are any kind of a meaningful tell as to whether there are current discussions or an imminent deal?  TIA", "quoted_text": null, "parent_author": "thetwitabides", "ret_m1d": -0.051299246592724446, "ret_signed_m1d": -0.051299246592724446, "alpha_spy_m1d": -0.0624196474612464, "alpha_c_m1d": -0.04908154834129175, "bench_spy_m1d": 0.011120400868521951, "bench_c_m1d": -0.002217698251432698, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017930796146954586, "ret_signed_p1d": -0.017930796146954586, "alpha_spy_p1d": -0.021210927413761516, "alpha_c_p1d": -0.017584247473180326, "bench_spy_p1d": 0.0032801312668069293, "bench_c_p1d": -0.0003465486737742607, "ret_p1w": -0.003739566461067767, "ret_signed_p1w": -0.003739566461067767, "alpha_spy_p1w": 0.010264018645008921, "alpha_c_p1w": -0.015104656875083666, "bench_spy_p1w": -0.014003585106076688, "bench_c_p1w": 0.0113650904140159, "ret_p1m": 0.14987052561326508, "ret_signed_p1m": 0.14987052561326508, "alpha_spy_p1m": 0.14922337069601932, "alpha_c_p1m": 0.07370989678416873, "bench_spy_p1m": 0.0006471549172457625, "bench_c_p1m": 0.07616062882909636, "ret_p3m": 0.06875058112956434, "ret_signed_p3m": 0.06875058112956434, "alpha_spy_p3m": 0.042810522756172587, "alpha_c_p3m": -0.014776606200360254, "bench_spy_p3m": 0.02594005837339175, "bench_c_p3m": 0.08352718732992459, "ret_p6m": 0.12311819182253858, "ret_signed_p6m": 0.12311819182253858, "alpha_spy_p6m": 0.060943432656683116, "alpha_c_p6m": 0.11172655044859359, "bench_spy_p6m": 0.062174759165855464, "bench_c_p6m": 0.011391641373944994, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14987052561326508, "alpha_spy_stated": 0.14922337069601932, "alpha_c_stated": 0.07370989678416873, "price_path": [-0.3101, -0.3089, -0.3201, -0.3375, -0.3286, -0.3275, -0.3384, -0.3105, -0.3298, -0.333, -0.3246, -0.3287, -0.3388, -0.3107, -0.2863, -0.259, -0.2573, -0.2358, -0.2384, -0.2172, -0.223, -0.2138, -0.1979, -0.1797, -0.1559, -0.137, -0.1442, -0.1597, -0.1758, -0.1945, -0.1766, -0.211, -0.2233, -0.2012, -0.2109, -0.2117, -0.2135, -0.2085, -0.2137, -0.2057, -0.201, -0.1859, -0.2099, -0.2054, -0.1953, -0.169, -0.1657, -0.1705, -0.1312, -0.1009, -0.083, -0.062, -0.0832, -0.1091, -0.1108, -0.1227, -0.121, -0.1302, -0.1325, -0.1297, -0.0906, -0.0963, -0.0513, 0.0, -0.0179, -0.0522, -0.0542, -0.0449, -0.0037, 0.0094, 0.0175, 0.0457, -0.0082, -0.0325, 0.0585, 0.0895, 0.0915, 0.083, 0.1784, 0.1422, 0.2054, 0.2296, 0.2051, 0.197, 0.1499, 0.1011, 0.0637, 0.0609, 0.098, 0.1032, 0.1798, 0.2228, 0.2762, 0.2038, 0.1306, 0.0641, 0.0626, 0.0894, 0.1021, 0.3301, 0.3266, 0.3933, 0.3646, 0.3462, 0.3265, 0.2931, 0.2827, 0.1816, 0.142, 0.2128, 0.1074, 0.0969, 0.1315, 0.1472, 0.1987, 0.12, 0.1228, 0.1395, 0.1507, 0.1854, 0.171, 0.1591, 0.14, 0.0929, 0.0887, 0.0658, 0.0688, 0.0866, 0.089, 0.0616, 0.1283, 0.1485, 0.1428, 0.1772, 0.1942, 0.1985, 0.2046, 0.2176, 0.2488, 0.2499, 0.2744, 0.2301, 0.1826, 0.1456, 0.1629, 0.0846, 0.0653, 0.1197, 0.0806, 0.0483, 0.051, 0.1054, 0.0769, 0.1217, 0.1075, 0.177, 0.2141, 0.1889, 0.1796, 0.1539, 0.1067, 0.0564, 0.0615, 0.0498, -0.0175, -0.0268, 0.0677, 0.1024, 0.135, 0.1456, 0.1169, 0.1407, 0.2052, 0.2095, 0.1632, 0.2063, 0.1648, 0.1743, 0.1522, 0.1025, 0.0685, 0.1122, 0.0835, 0.0985, 0.073, 0.0535, 0.0187, 0.1255, 0.1277, 0.1231]}
{"unit_id": "quote:1989117043111784756", "ticker_idx": 1, "ts": "2025-11-13T23:43:53+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Biotech is absolutely on fire! $XBI $BBC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses CDTX buyout rumor; bullish on biotech broadly via XBI.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$CDTX buyout rumor per FT.  Believe it. \n\nBiotech is absolutely on fire! $XBI $BBC", "reply_text": null, "parent_text": null, "quoted_text": "In all the commotion of the last couple days, I didn't get a chance to comment on the super interesting new data from $CDTX.  Very cool and novel drug that probably hasn't yet gotten the hype it deserves.  Might this be the drug that replaces the flu vaccine?!\n\nThis could be an https://t.co/GrLHjIRshP", "parent_author": null, "ret_m1d": -0.01841939745313692, "ret_signed_m1d": -0.01841939745313692, "alpha_spy_m1d": -0.018583248669271968, "alpha_c_m1d": -0.018583248669271968, "bench_spy_m1d": 0.00016385121613504694, "bench_c_m1d": 0.00016385121613504694, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007192375792957284, "ret_signed_p1d": 0.007192375792957284, "alpha_spy_p1d": 0.01650872330847275, "alpha_c_p1d": 0.01650872330847275, "bench_spy_p1d": -0.009316347515515466, "bench_c_p1d": -0.009316347515515466, "ret_p1w": 0.02315585806167797, "ret_signed_p1w": 0.02315585806167797, "alpha_spy_p1w": 0.04235420156160219, "alpha_c_p1w": 0.04235420156160219, "bench_spy_p1w": -0.01919834349992422, "bench_c_p1w": -0.01919834349992422, "ret_p1m": 0.07016932178632218, "ret_signed_p1m": 0.07016932178632218, "alpha_spy_p1m": 0.05984074193949063, "alpha_c_p1m": 0.05984074193949063, "bench_spy_p1m": 0.010328579846831554, "bench_c_p1m": 0.010328579846831554, "ret_p3m": 0.10530235707163116, "ret_signed_p3m": 0.10530235707163116, "alpha_spy_p3m": 0.08091297990591473, "alpha_c_p3m": 0.08091297990591473, "bench_spy_p3m": 0.02438937716571643, "bench_c_p3m": 0.02438937716571643, "ret_p6m": 0.11577459050623862, "ret_signed_p6m": 0.11577459050623862, "alpha_spy_p6m": 0.017582925431679497, "alpha_c_p6m": 0.017582925431679497, "bench_spy_p6m": 0.09819166507455912, "bench_c_p6m": 0.09819166507455912, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07016932178632218, "alpha_spy_stated": 0.05984074193949063, "alpha_c_stated": 0.05984074193949063, "price_path": [-0.209, -0.2213, -0.2177, -0.2115, -0.2028, -0.2214, -0.2117, -0.2083, -0.2083, -0.2121, -0.1856, -0.1788, -0.1804, -0.1629, -0.172, -0.1672, -0.1766, -0.1608, -0.1747, -0.1807, -0.178, -0.1778, -0.1522, -0.1617, -0.1466, -0.1512, -0.1453, -0.1592, -0.1409, -0.1281, -0.1211, -0.1107, -0.1002, -0.0913, -0.091, -0.0906, -0.0752, -0.0657, -0.0791, -0.0767, -0.078, -0.0495, -0.0535, -0.0545, -0.0337, -0.039, -0.0587, -0.0566, -0.0493, -0.0212, -0.0176, -0.0268, -0.0184, -0.0114, -0.0364, -0.0524, -0.0421, -0.0414, -0.0443, -0.0344, 0.0, 0.0009, -0.0184, 0.0, 0.0072, 0.0103, 0.0043, -0.0016, 0.0232, 0.0489, 0.0646, 0.0775, 0.0803, 0.0512, 0.039, 0.0686, 0.081, 0.0824, 0.0846, 0.063, 0.0705, 0.079, 0.08, 0.0774, 0.0702, 0.0608, 0.0526, 0.0826, 0.108, 0.0991, 0.1115, 0.0998, 0.0859, 0.0707, 0.073, 0.0694, 0.0573, 0.0744, 0.1126, 0.0887, 0.0956, 0.0906, 0.0899, 0.116, 0.0943, 0.0928, 0.1026, 0.128, 0.1578, 0.1268, 0.1252, 0.1311, 0.1083, 0.1153, 0.0978, 0.1207, 0.1233, 0.1026, 0.0624, 0.1045, 0.1098, 0.103, 0.0969, 0.084, 0.0812, 0.0968, 0.1053, 0.1153, 0.0981, 0.1174, 0.1366, 0.1289, 0.1235, 0.1209, 0.1137, 0.0868, 0.1125, 0.0903, 0.0912, 0.1187, 0.1214, 0.1122, 0.0791, 0.0721, 0.0904, 0.0929, 0.0658, 0.0765, 0.0587, 0.071, 0.052, 0.0905, 0.0903, 0.0524, 0.0453, 0.124, 0.1313, 0.1349, 0.1335, 0.1339, 0.1497, 0.16, 0.1391, 0.1621, 0.1944, 0.2008, 0.1921, 0.2203, 0.2126, 0.2003, 0.2084, 0.1835, 0.1729, 0.1708, 0.1542, 0.1343, 0.1557, 0.1477, 0.1748, 0.1774, 0.2116, 0.1762, 0.1855, 0.1858, 0.1872, 0.1955, 0.1867, 0.1501, 0.1235, 0.1158]}
{"unit_id": "thread:1989321682662592988", "ticker_idx": 0, "ts": "2025-11-14T13:17:03+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "obviously you all know my favorite is $ABVX, but I still want them to wait for post-maintenance data before selling…at this rate even my bullish M&A premium projections could be trumped in this frothy pharma-bidding market", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ABVX as a top M&A target; expects bullish M&A premium projections may even be exceeded in current frothy pharma-bidding environment.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$155 for $CDTX was the “stab in the dark” guess of a man who was deeply scarred by the last 3 years of vicious biotech bear market 😅 \n\nThat said, the actual bid of $221.50 is an INCREDIBLE premium for $CDTX.\n\nBiotech M&A is on the hottest streak I’ve ever seen not only in terms of volume of deals but also the premiums they are fetching. \n\nConsensus M&A names are going like hotcakes and literal post-tender offer bidding wars are erupting ( $MTSR and now $AVDL today)!  Those have always seemed like a myth/legend to me, and we have been in 2 of them this month alone…\n\n…I’ve never seen this in biotech. \n\nI might need to get my hands on more M&A names at this rate…obviously you all know my favorite is $ABVX, but I still want them to wait for post-maintenance data before selling…at this rate even my bullish M&A premium projections could be trumped in this frothy pharma-bidding market! \n\nThoughts on other “M&A names”?\n\n---\n\nTake it slow, Marc.\n\n---\n\nThere’s almost no way $CDTX got to $221.5 without a bidding war having gone down.  \n\nLove to see pharma duking it out and driving premiums higher, whether it’s before or after the first offer is announced.\n\n---\n\n$QURE would’ve been flirting with triple digits on this rally btw https://t.co/BEPc3NSYmr", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08596791300154161, "ret_signed_m1d": -0.08596791300154161, "alpha_spy_m1d": -0.08613176421767665, "alpha_c_m1d": -0.09196148406506444, "bench_spy_m1d": 0.00016385121613504694, "bench_c_m1d": 0.005993571063522829, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029259927301317434, "ret_signed_p1d": 0.029259927301317434, "alpha_spy_p1d": 0.0385762748168329, "alpha_c_p1d": 0.03011616621639812, "bench_spy_p1d": -0.009316347515515466, "bench_c_p1d": -0.0008562389150806871, "ret_p1w": 0.07908328114142771, "ret_signed_p1w": 0.07908328114142771, "alpha_spy_p1w": 0.09828162464135193, "alpha_c_p1w": 0.060773307655546116, "bench_spy_p1w": -0.01919834349992422, "bench_c_p1w": 0.018309973485881592, "ret_p1m": 0.005344722987112194, "ret_signed_p1m": 0.005344722987112194, "alpha_spy_p1m": -0.00498385685971936, "alpha_c_p1m": -0.009408651525546485, "bench_spy_p1m": 0.010328579846831554, "bench_c_p1m": 0.014753374512658679, "ret_p3m": 0.15028538870379626, "ret_signed_p3m": 0.15028538870379626, "alpha_spy_p3m": 0.12589601153807983, "alpha_c_p3m": 0.10739915923278054, "bench_spy_p3m": 0.02438937716571643, "bench_c_p3m": 0.042886229471015724, "ret_p6m": 0.03025639990716722, "ret_signed_p6m": 0.03025639990716722, "alpha_spy_p6m": -0.0679352651673919, "alpha_c_p6m": 0.05182289857913047, "bench_spy_p6m": 0.09819166507455912, "bench_c_p6m": -0.021566498671963252, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005344722987112194, "alpha_spy_stated": -0.00498385685971936, "alpha_c_stated": -0.009408651525546485, "price_path": [-0.3658, -0.3753, -0.3488, -0.3258, -0.2999, -0.2983, -0.278, -0.2805, -0.2604, -0.266, -0.2573, -0.2422, -0.225, -0.2026, -0.1847, -0.1915, -0.2062, -0.2213, -0.239, -0.2221, -0.2546, -0.2662, -0.2453, -0.2545, -0.2553, -0.257, -0.2522, -0.2572, -0.2496, -0.2451, -0.2309, -0.2536, -0.2493, -0.2398, -0.2149, -0.2118, -0.2163, -0.1792, -0.1506, -0.1337, -0.1139, -0.1339, -0.1583, -0.16, -0.1712, -0.1696, -0.1783, -0.1805, -0.1778, -0.1409, -0.1463, -0.1037, -0.0553, -0.0722, -0.1045, -0.1064, -0.0977, -0.0588, -0.0464, -0.0387, -0.012, -0.063, -0.086, 0.0, 0.0293, 0.0312, 0.0232, 0.1133, 0.0791, 0.1388, 0.1616, 0.1385, 0.1308, 0.0863, 0.0402, 0.0049, 0.0023, 0.0373, 0.0422, 0.1146, 0.1553, 0.2056, 0.1373, 0.0681, 0.0053, 0.0039, 0.0292, 0.0412, 0.2566, 0.2533, 0.3163, 0.2892, 0.2719, 0.2532, 0.2216, 0.2118, 0.1163, 0.0789, 0.1458, 0.0462, 0.0363, 0.0689, 0.0838, 0.1324, 0.0581, 0.0608, 0.0765, 0.0871, 0.1199, 0.1063, 0.095, 0.077, 0.0325, 0.0285, 0.0069, 0.0097, 0.0265, 0.0288, 0.0029, 0.0659, 0.0851, 0.0796, 0.1121, 0.1282, 0.1323, 0.1381, 0.1503, 0.1798, 0.1808, 0.204, 0.1622, 0.1172, 0.0823, 0.0987, 0.0246, 0.0064, 0.0578, 0.0209, -0.0096, -0.0071, 0.0443, 0.0174, 0.0597, 0.0463, 0.112, 0.147, 0.1232, 0.1145, 0.0901, 0.0456, -0.002, 0.0028, -0.0082, -0.0717, -0.0805, 0.0087, 0.0415, 0.0723, 0.0823, 0.0552, 0.0776, 0.1386, 0.1427, 0.0989, 0.1396, 0.1005, 0.1094, 0.0885, 0.0416, 0.0094, 0.0507, 0.0236, 0.0378, 0.0137, -0.0047, -0.0376, 0.0633, 0.0654, 0.0611, 0.1213, 0.1463, 0.1292, 0.1119, 0.1064, 0.0996, 0.1044, 0.0961, 0.0375, 0.0286, 0.0303]}
{"unit_id": "quote:2002015733728129513", "ticker_idx": 0, "ts": "2025-12-19T13:58:41+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS core is dying faster than even I, a bear, expected. This is increasingly getting closer to 'just a GLP-1 company' no matter how many times the bulls say it's not. BTW, once GLP-1s go generic, they'll be just part of the 'core' as well, as everyone else will be making them and selling them cheaply too.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: core metrics collapsing, GLP-1 dependency rising, generic competition and compounding regulatory risk threaten the business model.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "$HIMS core is dying faster than even I, a bear, expected.\n\nThis is increasingly getting closer to “just a GLP-1 company” no matter how many times the bulls say it’s not.  \n\nBTW, once GLP-1s go generic, they’ll be just part of the “core” as well, as everyone else will be making them and selling them cheaply too.  And that’s *IF* the $HIMS “personalized” compounding scam doesn’t get shut down before then.\n\n📉📉📉📉📉", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS I say again the data are horrifying \n\nNovember\nOrders: -18% y/y \nNew orders: -30% y/y\nDownloads: -27% y/y \nMAU: -13% y/y", "parent_author": null, "ret_m1d": -0.022215997891403605, "ret_signed_m1d": 0.022215997891403605, "alpha_spy_m1d": 0.013233991115612853, "alpha_c_m1d": 0.013233991115612853, "bench_spy_m1d": -0.008982006775790752, "bench_c_m1d": -0.008982006775790752, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014342016775441668, "ret_signed_p1d": 0.014342016775441668, "alpha_spy_p1d": 0.02057191078222609, "alpha_c_p1d": 0.02057191078222609, "bench_spy_p1d": 0.00622989400678442, "bench_c_p1d": 0.00622989400678442, "ret_p1w": -0.0410574477723874, "ret_signed_p1w": 0.0410574477723874, "alpha_spy_p1w": 0.05172456690372729, "alpha_c_p1w": 0.05172456690372729, "bench_spy_p1w": 0.010667119131339886, "bench_c_p1w": 0.010667119131339886, "ret_p1m": -0.14173230373699786, "ret_signed_p1m": 0.14173230373699786, "alpha_spy_p1m": 0.15405983238372756, "alpha_c_p1m": 0.15405983238372756, "bench_spy_p1m": 0.012327528646729702, "bench_c_p1m": 0.012327528646729702, "ret_p3m": -0.3998875329454772, "ret_signed_p3m": 0.3998875329454772, "alpha_spy_p3m": 0.36223463453599747, "alpha_c_p3m": 0.36223463453599747, "bench_spy_p3m": -0.03765289840947972, "bench_c_p3m": -0.03765289840947972, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14173230373699786, "alpha_spy_stated": 0.15405983238372756, "alpha_c_stated": 0.15405983238372756, "price_path": [0.6226, 0.5748, 0.4975, 0.543, 0.6423, 0.6625, 0.5951, 0.5835, 0.6274, 0.4775, 0.5399, 0.6302, 0.6358, 0.6381, 0.5172, 0.5391, 0.5191, 0.7649, 0.6634, 0.3999, 0.4443, 0.3881, 0.3346, 0.3636, 0.3718, 0.3563, 0.3251, 0.3113, 0.239, 0.2784, 0.2483, 0.2033, 0.2298, 0.1676, 0.1538, 0.1544, 0.1178, 0.0973, 0.0138, 0.0399, 0.0006, 0.0197, 0.0076, -0.0546, -0.0239, 0.0624, 0.043, 0.0799, 0.1181, 0.0548, 0.0211, 0.0425, 0.1254, 0.1024, 0.1001, 0.1198, 0.0652, 0.0621, 0.0464, 0.0194, 0.0366, -0.0166, -0.0222, 0.0, -0.0143, -0.0214, -0.025, -0.0352, -0.0411, -0.0709, -0.0869, -0.0605, -0.0239, -0.0028, -0.0028, -0.0475, -0.1088, -0.0906, -0.0945, -0.1192, -0.1218, -0.1175, -0.1431, -0.1876, -0.1417, -0.167, -0.1485, -0.1654, -0.1938, -0.16, -0.2382, -0.2565, -0.2818, -0.3138, -0.3397, -0.3526, -0.4564, -0.5152, -0.5307, -0.5557, -0.5416, -0.5425, -0.5546, -0.5551, -0.5605, -0.5638, -0.5652, -0.5551, -0.5613, -0.5917, -0.5366, -0.5551, -0.5374, -0.5534, -0.5574, -0.3768, -0.34, -0.2722, -0.3296, -0.3034, -0.3003, -0.2975, -0.349, -0.3206, -0.3808, -0.3684, -0.3999, -0.4139, -0.4134, -0.455, -0.4719, -0.4162, -0.4421, -0.4618, -0.4283, -0.4516, -0.4547, -0.4446, -0.4536, -0.4052, -0.3993, -0.3169, -0.241, -0.1895, -0.128, -0.1631, -0.1842, -0.2084, -0.1406, -0.1735, -0.2151, -0.2596, -0.2359, -0.2292, -0.2331, -0.2596, -0.2441, -0.2787, -0.205, -0.1805, -0.2961, -0.3211, -0.3183, -0.2956, -0.3732, -0.369, -0.3521, -0.3248, -0.3321, -0.3293, -0.2913, -0.2863, -0.2646, -0.2193, -0.2264, -0.2264, -0.2123, -0.2635, -0.2359, -0.185, -0.2188, -0.1881, -0.2458, -0.1516, -0.115, -0.1032, -0.0025, null, null, null]}
{"unit_id": "reply:1986032919509418488", "ticker_idx": 0, "ts": "2025-11-05T11:28:41+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My thesis has not, but I do understand why the market will sell QURE today on \"readthrough\"", "tweet_type": "analysis", "timeline": "days", "summary": "Maintains bullish thesis on QURE despite expected sell-off on BHVN readthrough; views the selldown as unwarranted given different FDA divisions.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Cattletech My thesis has not, but I do understand why the market will sell QURE today on “readthrough”. \n\nI personally didn’t like BHVN odds as previously stated.\n\nLet’s also remember than these drugs are under two different divisions at the fda — CDER (BHVN) versus CBER (QURE)", "reply_text": null, "parent_text": "@A_May_MD Has your thesis changed post $BHVN?", "quoted_text": null, "parent_author": "Cattletech", "ret_m1d": 0.16807372056317282, "ret_signed_m1d": 0.16807372056317282, "alpha_spy_m1d": 0.17152722916588237, "alpha_c_m1d": 0.17191829801352976, "bench_spy_m1d": -0.003453508602709543, "bench_c_m1d": -0.003844577450356934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.055640859273019094, "ret_signed_p1d": 0.055640859273019094, "alpha_spy_p1d": 0.0663702231422566, "alpha_c_p1d": 0.05371872899999541, "bench_spy_p1d": -0.010729363869237507, "bench_c_p1d": 0.0019221302730236811, "ret_p1w": 0.1557943766881884, "ret_signed_p1w": 0.1557943766881884, "alpha_spy_p1w": 0.14723444545319042, "alpha_c_p1w": 0.10663892667350527, "bench_spy_p1w": 0.008559931234997986, "bench_c_p1w": 0.04915545001468313, "ret_p1m": -0.1815042071822729, "ret_signed_p1m": -0.1815042071822729, "alpha_spy_p1m": -0.19347323386758408, "alpha_c_p1m": -0.233680283442126, "bench_spy_p1m": 0.01196902668531119, "bench_c_p1m": 0.0521760762598531, "ret_p3m": -0.015732918488656766, "ret_signed_p3m": -0.015732918488656766, "alpha_spy_p3m": -0.03798962977918863, "alpha_c_p3m": -0.1030703729864797, "bench_spy_p3m": 0.02225671129053186, "bench_c_p3m": 0.08733745449782293, "ret_p6m": 0.06139679256558517, "ret_signed_p6m": 0.06139679256558517, "alpha_spy_p6m": -0.03341121001237579, "alpha_c_p6m": 0.06803266317566825, "bench_spy_p6m": 0.09480800257796096, "bench_c_p6m": -0.006635870610083083, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.1557943766881884, "alpha_spy_stated": 0.14723444545319042, "alpha_c_stated": 0.10663892667350527, "price_path": [-0.4839, -0.4904, -0.4582, -0.4513, -0.4398, -0.3945, -0.3791, -0.3991, -0.4117, -0.406, -0.4033, -0.3975, -0.4033, -0.3941, -0.3956, -0.3761, -0.3734, -0.3473, -0.3331, -0.3196, -0.3112, -0.3312, -0.3289, -0.3292, -0.35, -0.3674, -0.4307, -0.4447, -0.4566, -0.4344, -0.4678, -0.4693, -0.4758, 0.8227, 1.0203, 1.084, 1.2794, 1.2398, 1.1101, 1.0913, 1.1074, 1.0303, 1.2226, 1.3012, 1.4424, 1.362, 1.3799, 1.2625, 1.411, 1.302, 1.2256, 1.4528, 1.4202, 1.2989, 1.2767, 1.3411, 1.6063, 1.6861, 1.7087, 1.604, 1.5975, 0.3158, 0.1681, 0.0, 0.0556, 0.0664, 0.0035, 0.1834, 0.1558, 0.1642, 0.1466, 0.1639, 0.1401, 0.0725, 0.0706, 0.0672, 0.066, 0.0729, 0.0602, 0.0556, 0.0196, -0.0284, -0.0223, -0.1274, -0.1815, -0.1646, -0.2026, -0.2272, -0.2421, -0.2513, -0.216, -0.16, -0.1163, -0.0817, -0.0794, -0.0414, -0.0721, -0.0334, -0.048, -0.0576, -0.0875, -0.0817, -0.1025, -0.1316, -0.1439, -0.1144, -0.1117, -0.0284, -0.1159, -0.175, -0.1424, -0.1566, -0.1236, -0.1404, -0.1658, -0.1293, -0.0376, -0.0303, -0.0649, -0.1167, -0.0923, -0.1282, -0.0522, 0.0668, 0.0226, -0.0591, -0.0157, -0.0004, -0.0518, -0.0748, -0.1416, -0.2134, -0.1654, -0.1009, -0.0637, -0.1009, -0.0612, -0.0779, -0.0457, -0.3432, -0.4002, -0.5971, -0.6535, -0.6531, -0.5913, -0.4524, -0.3097, -0.2993, -0.3262, -0.35, -0.4041, -0.3883, -0.4006, -0.4348, -0.4144, -0.3826, -0.3891, -0.4175, -0.3722, -0.4014, -0.4332, -0.4348, -0.3726, -0.3519, -0.3415, -0.3327, -0.3423, -0.3903, -0.3745, -0.4098, -0.3124, -0.3442, -0.3381, -0.355, -0.3254, -0.3078, -0.3304, -0.3177, -0.3269, -0.3081, -0.3131, -0.3074, -0.358, -0.2345, -0.2659, -0.2064, -0.188, -0.1243, -0.0733, 0.0614]}
{"unit_id": "orig:1987900836786139140", "ticker_idx": 0, "ts": "2025-11-10T15:11:07+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NTLA mid $10s right now. Going lower, btw.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NTLA going lower from current mid-$10s.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Guess I won’t be able to join Tony’s $NTLA spaces now!  After all we have been through, why block me now?  It almost seems like there’s something he wants to stop me from speaking out about at his event 🤔 🤷🏻‍♂️.  Weird!\n\nAnyway, $NTLA mid $10s right now.  Going lower, btw. https://t.co/jWmcaA7ScY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021582640735087866, "ret_signed_m1d": 0.021582640735087866, "alpha_spy_m1d": 0.006218114456962409, "alpha_c_m1d": 0.013842351069459524, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.0077402896656283415, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0462487959003568, "ret_signed_p1d": -0.0462487959003568, "alpha_spy_p1d": -0.043959438045818366, "alpha_c_p1d": -0.02316353267471971, "bench_spy_p1d": 0.002289357854538432, "bench_c_p1d": 0.023085263225637087, "ret_p1w": -0.12846865969252674, "ret_signed_p1w": 0.12846865969252674, "alpha_spy_p1w": 0.10532654809721365, "alpha_c_p1w": 0.1584795332277128, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": 0.030010873535186056, "ret_p1m": -0.036998938706476525, "ret_signed_p1m": 0.036998938706476525, "alpha_spy_p1m": 0.045994715270207265, "alpha_c_p1m": 0.06999731812348464, "bench_spy_p1m": 0.00899577656373074, "bench_c_p1m": 0.03299837941700812, "ret_p3m": 0.233299133048257, "ret_signed_p3m": -0.233299133048257, "alpha_spy_p3m": -0.21486063585680681, "alpha_c_p3m": -0.16787697493986764, "bench_spy_p3m": 0.018438497191450187, "bench_c_p3m": 0.06542215810838936, "ret_p6m": 0.46762594088355924, "ret_signed_p6m": -0.46762594088355924, "alpha_spy_p6m": -0.372097765706773, "alpha_c_p6m": -0.46314165234790927, "bench_spy_p6m": 0.09552817517678625, "bench_c_p6m": 0.004484288535649972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.036998938706476525, "alpha_spy_stated": 0.045994715270207265, "alpha_c_stated": 0.06999731812348464, "price_path": [0.1161, 0.1305, 0.1202, 0.1295, 0.1028, 0.0576, 0.0493, 0.0406, 0.0812, 0.1696, 0.1675, 0.1737, 0.1922, 0.167, 0.1716, 0.2035, 0.1942, 0.2395, 0.2169, 0.221, 0.1603, 0.1737, 0.1737, 0.1891, 0.261, 0.2754, 0.6557, 0.6023, 0.7739, 0.7554, 0.8253, 0.7071, 0.6763, 0.739, 0.7749, 0.9281, 1.1007, 1.0514, 1.111, 1.1007, 1.5149, 1.6166, 1.52, 1.4419, 1.4563, 1.665, 1.5601, 1.5437, 1.8756, 1.7718, 1.5262, 1.6608, 1.631, 0.52, 0.4347, 0.3484, 0.2605, 0.297, 0.3433, 0.2539, 0.3947, 0.2662, -0.0216, 0.0, 0.0462, -0.0247, -0.1089, -0.1059, -0.1285, -0.1295, -0.1531, -0.1737, -0.1562, -0.1418, -0.1213, -0.1244, -0.0761, -0.1346, -0.1675, -0.0689, 0.001, -0.0123, -0.0298, -0.0442, -0.037, -0.0185, -0.073, -0.0606, -0.0627, -0.0966, -0.0874, -0.0514, -0.0031, -0.0319, -0.0144, -0.0298, -0.0606, -0.0689, -0.0761, -0.0534, -0.037, 0.0, 0.0411, 0.0812, 0.0668, 0.1747, 0.2066, 0.2354, 0.2199, 0.2847, 0.3186, 0.4419, 0.6341, 0.5036, 0.4337, 0.5242, 0.4203, 0.4286, 0.3515, 0.3422, 0.3412, 0.2703, 0.1398, 0.2621, 0.2837, 0.224, 0.2333, 0.1942, 0.2199, 0.2559, 0.2826, 0.3402, 0.2991, 0.3525, 0.3957, 0.3792, 0.4676, 0.4162, 0.5868, 0.3983, 0.4203, 0.3515, 0.3813, 0.4275, 0.3844, 0.3371, 0.3207, 0.3114, 0.3751, 0.3854, 0.3577, 0.3515, 0.3196, 0.3474, 0.3165, 0.3628, 0.3607, 0.2713, 0.1973, 0.3176, 0.3638, 0.3494, 0.3669, 0.3926, 0.4255, 0.4214, 0.3864, 0.4656, 0.519, 0.5355, 0.4553, 0.5365, 0.5632, 0.5735, 0.703, 0.631, 0.4008, 0.3402, 0.3566, 0.279, 0.3854, 0.3628, 0.4255, 0.3679, 0.4234, 0.409, 0.4481, 0.482, 0.4378, 0.4676]}
{"unit_id": "orig:1957779466622759365", "ticker_idx": 0, "ts": "2025-08-19T12:19:33+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the borderline feasible dose levels of $VKTX oral are clearly inferior to Tzp SubQ on WL at 13 weeks… All that for a regimen that appears likely to be inferior to SubQ TZP based on available data. Tolerability clearly doing $VKTX no favors here either.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish VKTX: oral drug inferior to Lilly's tirzepatide on weight loss and tolerability, with massive API headwind; dismisses superiority claims as false.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "This is just quick and dirty comps and I'll do cleaner work on this later, but the borderline feasible dose levels of $VKTX oral are clearly inferior to Tzp SubQ on WL at 13 weeks - both absolute and placebo adjusted.  And keep in mind, even 30/60mg QD is still 14x and 28x more API for $VKTX than $LLY TZP uses.  That's still a TON of API, and a huge headwind for the company.\n\nAll that for a regimen that appears likely to be inferior to SubQ TZP based on available data.  Tolerability clearly doing $VKTX no favors here either.\n\nI tried highlighting the absolute BS the $VKTX pumpers like @Pharmdca were constantly making up to pump the stock - the nonsense about perfect tolerability and superiority to Lilly's TZP were demonstrably untrue.  I got tons of pushback on this from people with plenty of insults mixed in.\n\nThat's often what you get for using data to try to help on here!  People prefer to listen to the pumpers saying BS that you want to hear than people using the data to make informed/balanced takes. \n\nLet's get more balanced/data driven takes on here, stop attacking people just because they say stuff that isn't bullish your stock, ignore the vacuous pumpers, and we will all benefit from it!\n\nIn the meantime, let's put all this \"$VKTX has the superior drug!\" bullshit to rest now, please.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.7278324752874648, "ret_signed_m1d": -0.7278324752874648, "alpha_spy_m1d": -0.722377781997134, "alpha_c_m1d": -0.7341939047080247, "bench_spy_m1d": 0.00545469329033077, "bench_c_m1d": -0.00636142942055995, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0545976966495183, "ret_signed_p1d": -0.0545976966495183, "alpha_spy_p1d": -0.057254777454462946, "alpha_c_p1d": -0.049186797067401145, "bench_spy_p1d": -0.002657080804944645, "bench_c_p1d": 0.005410899582117157, "ret_p1w": 0.06896552804115608, "ret_signed_p1w": -0.06896552804115608, "alpha_spy_p1w": -0.06060365192296713, "alpha_c_p1w": -0.06684497621846153, "bench_spy_p1w": 0.008361876118188949, "bench_c_p1w": 0.0021205518226945497, "ret_p1m": 0.06896552804115608, "ret_signed_p1m": -0.06896552804115608, "alpha_spy_p1m": -0.033876976203243814, "alpha_c_p1m": -0.06377400758108598, "bench_spy_p1m": 0.03508855183791226, "bench_c_p1m": 0.005191520460070098, "ret_p3m": 0.5689655280411561, "ret_signed_p3m": -0.5689655280411561, "alpha_spy_p3m": -0.5256627692701996, "alpha_c_p3m": -0.45465024351005145, "bench_spy_p3m": 0.04330275877095646, "bench_c_p3m": 0.11431528453110462, "ret_p6m": 0.27668307069968057, "ret_signed_p6m": -0.27668307069968057, "alpha_spy_p6m": -0.20072960375804638, "alpha_c_p6m": -0.11660762959901905, "bench_spy_p6m": 0.07595346694163418, "bench_c_p6m": 0.16007544110066152, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06896552804115608, "alpha_spy_stated": -0.033876976203243814, "alpha_c_stated": -0.06377400758108598, "price_path": [0.1289, 0.1769, 0.1186, 0.1383, 0.1076, 0.1158, 0.1137, 0.156, 0.1002, 0.0722, 0.0924, 0.1084, 0.11, 0.1424, 0.1318, 0.1962, 0.1884, 0.1732, 0.0706, 0.1067, 0.085, 0.0788, 0.0677, 0.0205, 0.1063, 0.1121, 0.1564, 0.0887, 0.0878, 0.0948, 0.1379, 0.1572, 0.1293, 0.2393, 0.2479, 0.2845, 0.2771, 0.2984, 0.2603, 0.2984, 0.3165, 0.314, 0.3112, 0.3177, 0.3711, 0.3752, 0.413, 0.3629, 0.351, 0.3838, 0.337, 0.3415, 0.3949, 0.397, 0.3087, 0.4598, 0.5554, 0.5677, 0.6363, 0.6942, 0.6519, 0.6433, 0.7278, 0.0, 0.0546, 0.0534, 0.0673, 0.0612, 0.069, 0.0928, 0.1322, 0.1104, 0.1285, 0.1014, 0.0891, 0.1076, 0.046, 0.0374, 0.062, 0.0567, 0.0185, -0.0113, -0.0275, -0.0521, 0.069, 0.0427, 0.0776, 0.025, 0.0932, 0.03, 0.0497, 0.0595, 0.0788, 0.1236, 0.1445, 0.22, 0.3251, 0.2945, 0.3288, 0.436, 0.3777, 0.392, 0.3567, 0.4417, 0.4257, 0.3766, 0.3855, 0.3539, 0.2898, 0.3924, 0.413, 0.475, 0.4339, 0.4458, 0.5669, 0.5632, 0.4778, 0.4216, 0.4971, 0.53, 0.5094, 0.5505, 0.6667, 0.6741, 0.601, 0.6055, 0.569, 0.5501, 0.4795, 0.4068, 0.4064, 0.4224, 0.4557, 0.4889, 0.5111, 0.4183, 0.3908, 0.4536, 0.5833, 0.5825, 0.5591, 0.5304, 0.5406, 0.5275, 0.5222, 0.484, 0.4663, 0.408, 0.3937, 0.4446, 0.4532, 0.4947, 0.5333, 0.5263, 0.4967, 0.4499, 0.4442, 0.454, 0.3194, 0.3259, 0.3292, 0.2993, 0.3132, 0.3038, 0.2599, 0.4097, 0.3087, 0.3924, 0.376, 0.3703, 0.3994, 0.3227, 0.3025, 0.289, 0.2484, 0.2414, 0.1921, 0.2282, 0.2073, 0.2135, 0.0792, 0.1675, 0.2028, 0.1802, 0.172, 0.2516, 0.1905, 0.25, 0.2377, 0.2767]}
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{"unit_id": "orig:2000909624946422182", "ticker_idx": 0, "ts": "2025-12-16T12:43:24+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the drug is definitely active in AA, and the post JAK maintenance hypothesis is certainly well in play", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: 17% delta meets sellside bar, drug confirmed active in AA; ex-ineligible patients result would've been >24% delta, thesis intact.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$NKTR 17% delta in ITT population is solid, definitely active, and meets the sellside bar of >15%.   However, on the call we will hopefully see what the reasons were for the erroneously enrolled ineligible patients that supposedly brought this result lower than it should’ve been.  \n\nWith those 4 ineligible patients excluded from the trial this would’ve been a fantastic result with >24% delta and the stock would be up a ton.  Hopefully we get some granularity on what the protocol violations on enrolling those patients were.\n\nMixed result given that situation.  At the very least the drug is definitely active in AA, and the post JAK maintenance hypothesis is certainly well in play.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08421479663341325, "ret_signed_m1d": 0.08421479663341325, "alpha_spy_m1d": 0.08147493500077707, "alpha_c_m1d": 0.07103902672357565, "bench_spy_m1d": 0.0027398616326361758, "bench_c_m1d": 0.013175769909837598, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07587468579767875, "ret_signed_p1d": -0.07587468579767875, "alpha_spy_p1d": -0.06487109181427853, "alpha_c_p1d": -0.07405727623647462, "bench_spy_p1d": -0.011003593983400228, "bench_c_p1d": -0.0018174095612041308, "ret_p1w": -0.09560619970561024, "ret_signed_p1w": -0.09560619970561024, "alpha_spy_p1w": -0.11199052512981111, "alpha_c_p1w": -0.10586131115751762, "bench_spy_p1w": 0.016384325424200874, "bench_c_p1w": 0.010255111451907384, "ret_p1m": -0.23352318099815172, "ret_signed_p1m": -0.23352318099815172, "alpha_spy_p1m": -0.25537381321324615, "alpha_c_p1m": -0.24866696238249686, "bench_spy_p1m": 0.021850632215094423, "bench_c_p1m": 0.015143781384345134, "ret_p3m": 0.5223758456099825, "ret_signed_p3m": 0.5223758456099825, "alpha_spy_p3m": 0.5475947381090311, "alpha_c_p3m": 0.5667431892429021, "bench_spy_p3m": -0.02521889249904863, "bench_c_p3m": -0.04436734363291961, "ret_p6m": 0.23921884373545765, "ret_signed_p6m": 0.23921884373545765, "alpha_spy_p6m": 0.13013075968595955, "alpha_c_p6m": 0.261397172579529, "bench_spy_p6m": 0.1090880840494981, "bench_c_p6m": -0.022178328844071338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23352318099815172, "alpha_spy_stated": -0.25537381321324615, "alpha_c_stated": -0.24866696238249686, "price_path": [0.0389, 0.1953, 0.1216, 0.1979, 0.2124, 0.2272, 0.1314, 0.19, 0.1985, 0.1574, 0.1971, 0.2307, 0.2317, 0.2191, 0.1798, 0.1505, 0.1318, 0.1054, 0.1676, 0.1611, 0.1572, 0.118, 0.1751, 0.2813, 0.2079, 0.2567, 0.2945, 0.2225, 0.2728, 0.2392, 0.213, 0.2775, 0.3208, 0.2189, 0.1395, 0.1037, 0.1212, 0.1385, 0.1792, 0.2055, 0.1731, 0.0974, 0.153, 0.212, 0.2036, 0.2276, 0.121, 0.1041, 0.1928, 0.2276, 0.3362, 0.3265, 0.2431, 0.1157, 0.1621, 0.1735, 0.1574, 0.1652, 0.1957, 0.1745, 0.0399, 0.1127, 0.0842, 0.0, -0.0759, -0.105, -0.0472, -0.1155, -0.0956, -0.1062, -0.095, -0.1308, -0.1477, -0.14, -0.1168, -0.0954, -0.1259, -0.1149, -0.157, -0.1922, -0.2114, -0.2559, -0.2659, -0.2807, -0.2335, -0.263, -0.249, -0.2569, -0.2451, -0.2437, -0.2264, -0.2695, -0.2834, -0.2406, -0.2246, -0.2095, -0.2343, -0.2856, -0.2512, -0.2459, 0.1391, 0.3497, 0.4443, 0.451, 0.5016, 0.4886, 0.5024, 0.4998, 0.4976, 0.3918, 0.4314, 0.3405, 0.4032, 0.3906, 0.3855, 0.4465, 0.4738, 0.4382, 0.4066, 0.466, 0.4917, 0.4312, 0.49, 0.4689, 0.5269, 0.4886, 0.5224, 0.4691, 0.5122, 0.4841, 0.4662, 0.4437, 0.3967, 0.3273, 0.4636, 0.5401, 0.5661, 0.5199, 0.5509, 0.5273, 0.5836, 0.5765, 0.6365, 0.653, 0.6928, 0.7085, 0.7262, 1.0413, 0.9967, 0.8959, 0.8564, 0.8649, 0.7644, 0.7048, 0.6924, 0.7299, 0.7587, 0.7675, 0.712, 0.7309, 0.6959, 0.6658, 0.6013, 0.5954, 0.545, 0.512, 0.4365, 0.392, 0.3747, 0.4135, 0.395, 0.355, 0.3336, 0.3303, 0.3224, 0.3198, 0.299, 0.1912, 0.2048, 0.2065, 0.166, 0.1517, 0.1438, 0.155, 0.2044, 0.2079, 0.2439, 0.226, 0.2392, 0.2392]}
{"unit_id": "reply:2000745622735929731", "ticker_idx": 0, "ts": "2025-12-16T01:51:43+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the readout is majorly upside skewed. Rezpeg as a multi-indication derm drug could be *huge* and that is not at all priced in imo. As I've said, ~$1B just for the AtD opportunity alone even if AA fails is very cheap from my perspective…the valuation mismatch is extreme here", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NKTR: readout upside skewed, rezpeg multi-indication potential hugely undervalued, ~$1B AtD opportunity alone not priced in.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yeah I’ve been on record at ~50% PoS for this $NKTR readout*.  Despite the not necessarily overly bullish PoS, I still think the readout is majorly upside skewed.  Rezpeg as a multi-indication derm drug could be *huge* and that is not at all priced in imo.  As I’ve said, ~$1B just for the AtD opportunity alone even if AA fails is very cheap from my perspective…in AtD this looks like what $SNY thought OX40 could’ve been, and $SNY lost ~$10B on the day of that disappointment…the valuation mismatch is extreme here.\n\n*I might adjust my PoS upward a bit given this preannouncement 😅", "reply_text": null, "parent_text": "@lame_karma @A_May_MD Adam was thinking 50/50 if I'm not wrong, and this \"leading dermatologist\" is thinking 70/30, so even more bullish than Adam lol", "quoted_text": null, "parent_author": "Banana_Oncology", "ret_m1d": 0.08421479663341325, "ret_signed_m1d": 0.08421479663341325, "alpha_spy_m1d": 0.08147493500077707, "alpha_c_m1d": 0.07103902672357565, "bench_spy_m1d": 0.0027398616326361758, "bench_c_m1d": 0.013175769909837598, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07587468579767875, "ret_signed_p1d": -0.07587468579767875, "alpha_spy_p1d": -0.06487109181427853, "alpha_c_p1d": -0.07405727623647462, "bench_spy_p1d": -0.011003593983400228, "bench_c_p1d": -0.0018174095612041308, "ret_p1w": -0.09560619970561024, "ret_signed_p1w": -0.09560619970561024, "alpha_spy_p1w": -0.11199052512981111, "alpha_c_p1w": -0.10586131115751762, "bench_spy_p1w": 0.016384325424200874, "bench_c_p1w": 0.010255111451907384, "ret_p1m": -0.23352318099815172, "ret_signed_p1m": -0.23352318099815172, "alpha_spy_p1m": -0.25537381321324615, "alpha_c_p1m": -0.24866696238249686, "bench_spy_p1m": 0.021850632215094423, "bench_c_p1m": 0.015143781384345134, "ret_p3m": 0.5223758456099825, "ret_signed_p3m": 0.5223758456099825, "alpha_spy_p3m": 0.5475947381090311, "alpha_c_p3m": 0.5667431892429021, "bench_spy_p3m": -0.02521889249904863, "bench_c_p3m": -0.04436734363291961, "ret_p6m": 0.23921884373545765, "ret_signed_p6m": 0.23921884373545765, "alpha_spy_p6m": 0.13013075968595955, "alpha_c_p6m": 0.261397172579529, "bench_spy_p6m": 0.1090880840494981, "bench_c_p6m": -0.022178328844071338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23352318099815172, "alpha_spy_stated": -0.25537381321324615, "alpha_c_stated": -0.24866696238249686, "price_path": [0.0389, 0.1953, 0.1216, 0.1979, 0.2124, 0.2272, 0.1314, 0.19, 0.1985, 0.1574, 0.1971, 0.2307, 0.2317, 0.2191, 0.1798, 0.1505, 0.1318, 0.1054, 0.1676, 0.1611, 0.1572, 0.118, 0.1751, 0.2813, 0.2079, 0.2567, 0.2945, 0.2225, 0.2728, 0.2392, 0.213, 0.2775, 0.3208, 0.2189, 0.1395, 0.1037, 0.1212, 0.1385, 0.1792, 0.2055, 0.1731, 0.0974, 0.153, 0.212, 0.2036, 0.2276, 0.121, 0.1041, 0.1928, 0.2276, 0.3362, 0.3265, 0.2431, 0.1157, 0.1621, 0.1735, 0.1574, 0.1652, 0.1957, 0.1745, 0.0399, 0.1127, 0.0842, 0.0, -0.0759, -0.105, -0.0472, -0.1155, -0.0956, -0.1062, -0.095, -0.1308, -0.1477, -0.14, -0.1168, -0.0954, -0.1259, -0.1149, -0.157, -0.1922, -0.2114, -0.2559, -0.2659, -0.2807, -0.2335, -0.263, -0.249, -0.2569, -0.2451, -0.2437, -0.2264, -0.2695, -0.2834, -0.2406, -0.2246, -0.2095, -0.2343, -0.2856, -0.2512, -0.2459, 0.1391, 0.3497, 0.4443, 0.451, 0.5016, 0.4886, 0.5024, 0.4998, 0.4976, 0.3918, 0.4314, 0.3405, 0.4032, 0.3906, 0.3855, 0.4465, 0.4738, 0.4382, 0.4066, 0.466, 0.4917, 0.4312, 0.49, 0.4689, 0.5269, 0.4886, 0.5224, 0.4691, 0.5122, 0.4841, 0.4662, 0.4437, 0.3967, 0.3273, 0.4636, 0.5401, 0.5661, 0.5199, 0.5509, 0.5273, 0.5836, 0.5765, 0.6365, 0.653, 0.6928, 0.7085, 0.7262, 1.0413, 0.9967, 0.8959, 0.8564, 0.8649, 0.7644, 0.7048, 0.6924, 0.7299, 0.7587, 0.7675, 0.712, 0.7309, 0.6959, 0.6658, 0.6013, 0.5954, 0.545, 0.512, 0.4365, 0.392, 0.3747, 0.4135, 0.395, 0.355, 0.3336, 0.3303, 0.3224, 0.3198, 0.299, 0.1912, 0.2048, 0.2065, 0.166, 0.1517, 0.1438, 0.155, 0.2044, 0.2079, 0.2439, 0.226, 0.2392, 0.2392]}
{"unit_id": "orig:1967580314781225158", "ticker_idx": 0, "ts": "2025-09-15T13:24:37+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX scarcity value just went up even higher. $ABVX has everything $LLY hoped that $MORF would have *and more*. $LLY should, IMO, absolutely be added to the list of pharmas interested in acquiring $ABVX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: MORF drug discontinuation raises ABVX's scarcity value as M&A target, with superior efficacy/MoA vs failed MORF asset LLY paid $3.1B for.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "I had a reminder set to check $LLY quarterly deck in Q3 to see if they would advance or DC their $MORF program in UC, because this would have read-through to $ABVX.  New data today show that $MORF’s drug is going to be discontinued. Flop.\n\n$ABVX scarcity value just went up even higher.  $LLY Lilly paid $3.1B for this asset despite the fact is had very small sample size, *OPEN LABEL* data that didn’t even look very good to begin with.  $ABVX has everything $LLY hoped that $MORF would have *and more*.  \n\n$LLY wanted a once daily oral treatment for UC with Entyvio-like efficacy and safety.  $ABVX has *better* efficacy, equal safety, *and* unlike $MORF’s drug, $ABVX has a totally unique MoA.\n\n$LLY should, IMO, absolutely be added to the list of pharmas interested in acquiring $ABVX. \n\nh/t @Biohazard3737 for bringing the data to my attention.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02166065623452651, "ret_signed_m1d": -0.02166065623452651, "alpha_spy_m1d": -0.01636488790973112, "alpha_c_m1d": -0.030278178341337947, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": 0.008617522106811437, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04180742811759197, "ret_signed_p1d": -0.04180742811759197, "alpha_spy_p1d": -0.040430449919451106, "alpha_c_p1d": -0.04180742811759197, "bench_spy_p1d": -0.0013769781981408658, "bench_c_p1d": 0.0, "ret_p1w": -0.04262261028348524, "ret_signed_p1w": -0.04262261028348524, "alpha_spy_p1w": -0.05439242643957498, "alpha_c_p1w": -0.04499496874034592, "bench_spy_p1w": 0.01176981615608974, "bench_c_p1w": 0.0023723584568606793, "ret_p1m": 0.13916381234444342, "ret_signed_p1m": 0.13916381234444342, "alpha_spy_p1m": 0.13438860097730965, "alpha_c_p1m": 0.09490074650912561, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.044263065835317805, "ret_p3m": 0.4620355671753196, "ret_signed_p3m": 0.4620355671753196, "alpha_spy_p3m": 0.42762819956229126, "alpha_c_p3m": 0.3317897465437254, "bench_spy_p3m": 0.03440736761302832, "bench_c_p3m": 0.13024582063159418, "ret_p6m": 0.4745545440386283, "ret_signed_p6m": 0.4745545440386283, "alpha_spy_p6m": 0.4537842747412084, "alpha_c_p6m": 0.3720606665544164, "bench_spy_p6m": 0.020770269297419874, "bench_c_p6m": 0.1024938774842119, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13916381234444342, "alpha_spy_stated": 0.13438860097730965, "alpha_c_stated": 0.09490074650912561, "price_path": [-0.9187, -0.9217, -0.9294, -0.9295, -0.9305, -0.9288, -0.9226, -0.9179, -0.9164, -0.9138, -0.9109, -0.9108, -0.9096, -0.9073, -0.9074, -0.9097, -0.9032, -0.9033, -0.9037, -0.8972, -0.8969, -0.8849, -0.8796, -0.8841, -0.8819, -0.8835, -0.2011, -0.1876, -0.2257, -0.2248, -0.1871, -0.1751, -0.1642, -0.1622, -0.1607, -0.1742, -0.1954, -0.1846, -0.1833, -0.1965, -0.1626, -0.1861, -0.1899, -0.1797, -0.1847, -0.1969, -0.1628, -0.1332, -0.1, -0.0979, -0.0719, -0.075, -0.0493, -0.0564, -0.0452, -0.0259, -0.0037, 0.0252, 0.0481, 0.0394, 0.0205, 0.001, -0.0217, 0.0, -0.0418, -0.0567, -0.0298, -0.0416, -0.0426, -0.0448, -0.0387, -0.0451, -0.0353, -0.0296, -0.0113, -0.0404, -0.0349, -0.0227, 0.0093, 0.0133, 0.0075, 0.0552, 0.092, 0.1137, 0.1392, 0.1134, 0.082, 0.0799, 0.0654, 0.0675, 0.0564, 0.0536, 0.0569, 0.1045, 0.0975, 0.1522, 0.2145, 0.1927, 0.1512, 0.1487, 0.16, 0.21, 0.2259, 0.2358, 0.2701, 0.2045, 0.175, 0.2855, 0.3232, 0.3256, 0.3154, 0.4312, 0.3872, 0.464, 0.4933, 0.4636, 0.4537, 0.3965, 0.3373, 0.2918, 0.2885, 0.3335, 0.3398, 0.4329, 0.4852, 0.5499, 0.462, 0.3731, 0.2924, 0.2906, 0.323, 0.3385, 0.6155, 0.6112, 0.6922, 0.6573, 0.635, 0.611, 0.5705, 0.5578, 0.4351, 0.387, 0.4729, 0.3449, 0.3322, 0.3742, 0.3933, 0.4558, 0.3602, 0.3637, 0.384, 0.3976, 0.4397, 0.4221, 0.4077, 0.3845, 0.3274, 0.3222, 0.2944, 0.298, 0.3197, 0.3226, 0.2893, 0.3703, 0.3949, 0.3879, 0.4297, 0.4503, 0.4556, 0.463, 0.4787, 0.5167, 0.518, 0.5478, 0.494, 0.4362, 0.3913, 0.4124, 0.3172, 0.2938, 0.3598, 0.3124, 0.2732, 0.2765, 0.3425, 0.3079, 0.3623, 0.3451, 0.4295, 0.4746]}
{"unit_id": "reply:1968324546735517715", "ticker_idx": 0, "ts": "2025-09-17T14:41:56+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There couldn't possibly be more writing on the wall here", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX on M&A thesis: controlling shareholder's prior picks acquired, CEO sold both prior companies, all successful UC programs bought out recently.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sleepydragon01 @seedy19tron And the current CEO sold both of his prior two companies.\n\nAnd all successful UC programs have been bought out in recent years\n\nThere couldn’t possibly be more writing on the wall here 😅", "reply_text": null, "parent_text": "$ABVX’s founding backer  and current controlling shareholder is sofinnova partner. The partner/MD who invested in ABVX ‘s current holding have 4 stocks other than ABVX. 3 of the 4 were already acquired https://t.co/WVdT4qx2bI @A_May_MD @seedy19tron", "quoted_text": null, "parent_author": "sleepydragon01", "ret_m1d": 0.0158024540653936, "ret_signed_m1d": 0.0158024540653936, "alpha_spy_m1d": 0.014558638737237395, "alpha_c_m1d": 0.01777042153061481, "bench_spy_m1d": 0.0012438153281562059, "bench_c_m1d": -0.00196796746522121, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028518488377700546, "ret_signed_p1d": 0.028518488377700546, "alpha_spy_p1d": 0.023846082897273746, "alpha_c_p1d": 0.02655063357377241, "bench_spy_p1d": 0.0046724054804268, "bench_c_p1d": 0.0019678548039281374, "ret_p1w": 0.019135840145158234, "ret_signed_p1w": 0.019135840145158234, "alpha_spy_p1w": 0.01344271221080362, "alpha_c_p1w": 0.020493408725185458, "bench_spy_p1w": 0.005693127934354614, "bench_c_p1w": -0.0013575685800272241, "ret_p1m": 0.14703708224826384, "ret_signed_p1m": 0.14703708224826384, "alpha_spy_p1m": 0.14204375256605184, "alpha_c_p1m": 0.10497532650988894, "bench_spy_p1m": 0.004993329682212, "bench_c_p1m": 0.042061755738374895, "ret_p3m": 0.370123498233748, "ret_signed_p3m": 0.370123498233748, "alpha_spy_p3m": 0.3373978425532118, "alpha_c_p3m": 0.24202873476444253, "bench_spy_p3m": 0.0327256556805362, "bench_c_p3m": 0.12809476346930548, "ret_p6m": 0.5188271793318384, "ret_signed_p6m": 0.5188271793318384, "alpha_spy_p6m": 0.512145720942919, "alpha_c_p6m": 0.4407829838838728, "bench_spy_p6m": 0.006681458388919426, "bench_c_p6m": 0.07804419544796559, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14703708224826384, "alpha_spy_stated": 0.14204375256605184, "alpha_c_stated": 0.10497532650988894, "price_path": [-0.9252, -0.9253, -0.9263, -0.9246, -0.9179, -0.913, -0.9114, -0.9086, -0.9056, -0.9054, -0.9042, -0.9017, -0.9019, -0.9043, -0.8974, -0.8975, -0.8979, -0.891, -0.8907, -0.878, -0.8723, -0.8772, -0.8748, -0.8765, -0.1531, -0.1388, -0.1791, -0.1781, -0.1383, -0.1255, -0.114, -0.1118, -0.1102, -0.1246, -0.147, -0.1356, -0.1342, -0.1481, -0.1122, -0.1372, -0.1412, -0.1304, -0.1357, -0.1486, -0.1125, -0.0811, -0.0459, -0.0437, -0.016, -0.0194, 0.0079, 0.0004, 0.0122, 0.0327, 0.0562, 0.0868, 0.1111, 0.1019, 0.0819, 0.0612, 0.0372, 0.0601, 0.0158, 0.0, 0.0285, 0.016, 0.0149, 0.0126, 0.0191, 0.0123, 0.0227, 0.0288, 0.0481, 0.0173, 0.0231, 0.036, 0.07, 0.0742, 0.068, 0.1186, 0.1577, 0.1806, 0.2077, 0.1804, 0.147, 0.1448, 0.1295, 0.1317, 0.1199, 0.1169, 0.1205, 0.1709, 0.1635, 0.2215, 0.2875, 0.2644, 0.2204, 0.2178, 0.2298, 0.2827, 0.2996, 0.3101, 0.3464, 0.2769, 0.2457, 0.3628, 0.4027, 0.4053, 0.3944, 0.5173, 0.4706, 0.552, 0.5831, 0.5516, 0.5411, 0.4805, 0.4177, 0.3695, 0.3659, 0.4137, 0.4204, 0.519, 0.5744, 0.6431, 0.5499, 0.4557, 0.3701, 0.3681, 0.4026, 0.419, 0.7126, 0.708, 0.794, 0.7569, 0.7333, 0.7079, 0.6649, 0.6515, 0.5214, 0.4704, 0.5615, 0.4258, 0.4123, 0.4568, 0.477, 0.5433, 0.442, 0.4457, 0.4672, 0.4816, 0.5263, 0.5077, 0.4923, 0.4678, 0.4072, 0.4017, 0.3722, 0.376, 0.399, 0.4021, 0.3668, 0.4527, 0.4788, 0.4714, 0.5157, 0.5375, 0.5431, 0.551, 0.5677, 0.6079, 0.6093, 0.6409, 0.5838, 0.5226, 0.4749, 0.4973, 0.3964, 0.3716, 0.4416, 0.3914, 0.3498, 0.3532, 0.4232, 0.3865, 0.4442, 0.4259, 0.5154, 0.5632, 0.5307, 0.5188]}
{"unit_id": "thread:2009700920901226764", "ticker_idx": 0, "ts": "2026-01-09T18:56:52+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anyone telling you this means $NTLA is out of the woods on liver tox has absolutely no idea what they're talking about", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: autopsy findings confirm liver failure caused the death; the company is not out of the woods on liver toxicity concerns.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Context:  $NTLA just 8K'd (not a PR, hmmm wonder why) that their Hy's Law patient's autopsy showed ruptured GI ulcer and sepsis as the ultimate cause of death.\n\nAnyone saying this is not related to the liver failure is showing their pure ignorance of medicine.\n\nLiver failure patients don't die from their liver exploding...there is almost always a cause like sepsis (brain herniation being another \"most common cause\") that ultimately kills the patient.\n\nThe whole situation still would never happen without the liver disease.\n\nThis is *exactly* how you'd expect this case to have been adjudicated...this is how liver failure works.  Liver failure patients die of sepsis & bleeds ***all the time***.\n\nAnyone telling you this means $NTLA is out of the woods on liver tox has absolutely no idea what they're talking about.\n\nAgain, might there be a reason that $NTLA covertly dropped this news in an 8K instead of press releasing it? 🤔\n\n---\n\nHard to fathom anybody still listens to this dude *at all*.\n\nSeriously, if you’re following his stuff, what the hell is wrong with you? https://t.co/DB3ChNrPAQ\n\n---\n\n$NTLA dopes thinking that this patient could’ve been in the hospital for 13 days with a GI perf without anyone noticing (let alone even SURVIVING that long with a GI perf - not going to happen) shows you what they know about medicine.\n\nAbsolute bullshit cope with zero foundation in medical reality.  80 year old men don’t make it 48 hours with an untreated GI perf, let alone 13 days.  \n\nHe presented with liver failure and then developed the perf secondarily.  A first year medical student could tell you this.\n\n---\n\nThere you go, morons.  From the $NTLA CEO himself.\n\nSincerely sorry for the derogatory language, but I’ve got nothing else for the people dumb &amp; delusional enough to argue that this patient presented with a GI perf.  If you’re one of them, seek help. https://t.co/t35nHEb8aS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01348750884192973, "ret_signed_m1d": -0.01348750884192973, "alpha_spy_m1d": -0.0200574423522506, "alpha_c_m1d": -0.008338520699036733, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": 0.005148988142892996, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10115608662412989, "ret_signed_p1d": -0.10115608662412989, "alpha_spy_p1d": -0.09958565362346605, "alpha_c_p1d": -0.10071107987451988, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.00044500674961001074, "ret_p1w": 0.2042389077250284, "ret_signed_p1w": -0.2042389077250284, "alpha_spy_p1w": -0.2077112054601712, "alpha_c_p1w": -0.21421917509918664, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": -0.009980267374158247, "ret_p1m": 0.1473988165802249, "ret_signed_p1m": -0.1473988165802249, "alpha_spy_p1m": -0.15020833925310828, "alpha_c_p1m": -0.1599854268345674, "bench_spy_p1m": -0.002809522672883369, "bench_c_p1m": -0.01258661025434249, "ret_p3m": 0.3737957679829853, "ret_signed_p3m": -0.3737957679829853, "alpha_spy_p3m": -0.3825791067532489, "alpha_c_p3m": -0.42930210560373316, "bench_spy_p3m": -0.008783338770263605, "bench_c_p3m": -0.05550633762074786, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1473988165802249, "alpha_spy_stated": -0.15020833925310828, "alpha_c_stated": -0.1599854268345674, "price_path": [1.4528, 1.3622, 1.289, 1.3025, 1.4981, 1.3998, 1.3844, 1.6956, 1.5983, 1.368, 1.4942, 1.4663, 0.4249, 0.3449, 0.264, 0.1816, 0.2158, 0.2592, 0.1753, 0.3073, 0.1869, -0.0829, -0.0626, -0.0193, -0.0857, -0.1647, -0.1618, -0.183, -0.184, -0.2062, -0.2254, -0.2091, -0.1956, -0.1763, -0.1792, -0.1339, -0.1888, -0.2197, -0.1272, -0.0617, -0.0742, -0.0906, -0.104, -0.0973, -0.08, -0.131, -0.1195, -0.1214, -0.1532, -0.1445, -0.1108, -0.0655, -0.0925, -0.0761, -0.0906, -0.1195, -0.1272, -0.1339, -0.1127, -0.0973, -0.0626, -0.0241, 0.0135, 0.0, 0.1012, 0.131, 0.158, 0.1435, 0.2042, 0.236, 0.3516, 0.5318, 0.4094, 0.3439, 0.4287, 0.3314, 0.3391, 0.2669, 0.2582, 0.2572, 0.1908, 0.0684, 0.183, 0.2033, 0.1474, 0.1561, 0.1195, 0.1435, 0.1773, 0.2023, 0.2563, 0.2177, 0.2678, 0.3083, 0.2929, 0.3757, 0.3276, 0.4875, 0.3107, 0.3314, 0.2669, 0.2948, 0.3382, 0.2977, 0.2534, 0.238, 0.2293, 0.289, 0.2987, 0.2726, 0.2669, 0.237, 0.263, 0.2341, 0.2775, 0.2755, 0.1917, 0.1224, 0.2351, 0.2784, 0.2649, 0.2813, 0.3054, 0.3362, 0.3324, 0.2996, 0.3738, 0.4239, 0.4393, 0.3642, 0.4403, 0.4653, 0.475, 0.5963, 0.5289, 0.3131, 0.2563, 0.2717, 0.1989, 0.2987, 0.2775, 0.3362, 0.2823, 0.3343, 0.3208, 0.3574, 0.3892, 0.3478, 0.3757, 0.2611, 0.317, 0.2225, 0.1503, 0.1811, 0.1917, 0.2139, 0.2148, 0.2948, 0.3179, 0.3555, 0.3227, 0.2649, 0.2543, 0.421, 0.3044, 0.2996, 0.2418, 0.1753, 0.1898, 0.1667, 0.4374, 0.4017, 0.4644, 0.5096, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1983921968026951844", "ticker_idx": 0, "ts": "2025-10-30T15:40:31+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now that $NTLA is officially on clinical hold by the FDA, this is one of the most ridiculously overpriced valuations I've seen. The stock continuing to trade at $12.50 is insane to me", "tweet_type": "analysis", "timeline": "weeks", "summary": "Short NTLA: FDA clinical hold + Hy's Law liver event = extinction-level threat; stock grossly overvalued at $12.50, should be in single digits.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Now that $NTLA is officially on clinical hold by the FDA, this is one of the most ridiculously overpriced valuations I've seen.  The stock continuing to trade at $12.50 is insane to me - that's a >$800M enterprise value.\n\nIt was as low as $5.90 after the first Grade 4 liver event back in May...Now it is *UP* >100% from those lows *AFTER* having a true Hy's Law event.  This is literally the worst possible non-fatal adverse event the company could possibly have, yet the stock isn't even close to touching YTD lows.\n\nThis is, in my opinion, a dead cat bounce thanks to the incredible momentum the $XBI has.  How $NTLA isn't in the single digits is beyond me.\n\nThe bear case in the past was that this new class of drug (gene editors) could have unknown long term consequences, and that the diseases they were pursuing already have excellent drugs available to treat them...That long term side effect possibility is still very real, but now we have *ACUTELY FATAL* side effects as another potential hurdle.\n\nHy's Law cases are an absolute death knell for drug candidates.  $NTLA has one case confirmed, and one near miss back in May already in <500 ATTR patients...This is an extinction-level event for most drugs.\n\nThe company will burn through ALL of its current cash in ~1 year from now at current rates.  Who is going to even be willing to dilute them with new cash in an offering when their entire platform is existentially threatened by liver events?\n\nI'm biased by my own position, but this seems like one of the most obvious shorts I've ever seen.  \n\nSure, they have some data coming up in the next couple weeks...that would've been a potentially big catalyst if the drugs were safe.  We now know they aren't.  Who cares if efficacy looks good if the drugs aren't safe enough to administer?\n\nIf any *sane* person (you know who you aren't) would like to offer a coherent reason why this isn't deep into single digits, I'm all ears.  IMO it's \"look out below\" time.", "reply_text": null, "parent_text": null, "quoted_text": "Ok, so time to get serious on $NTLA.  It is going to single digits.\n\nTotal operating expenses in 1H25 were &gt;$261M.  That means that at the moment, they would have ~$500M cash.\n\n107.3M shares outstanding means ~$4.66/share is cash value.\n\nBOTH of their lead programs have now had", "parent_author": null, "ret_m1d": 0.0697105192256926, "ret_signed_m1d": -0.0697105192256926, "alpha_spy_m1d": -0.05859011835717065, "alpha_c_m1d": -0.0719282174771253, "bench_spy_m1d": 0.011120400868521951, "bench_c_m1d": -0.002217698251432698, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028944111887415858, "ret_signed_p1d": -0.028944111887415858, "alpha_spy_p1d": -0.025663980620608928, "alpha_c_p1d": -0.02929066056119012, "bench_spy_p1d": 0.0032801312668069293, "bench_c_p1d": -0.0003465486737742607, "ret_p1w": 0.004484251933299488, "ret_signed_p1w": -0.004484251933299488, "alpha_spy_p1w": -0.018487837039376176, "alpha_c_p1w": 0.006880838480716411, "bench_spy_p1w": -0.014003585106076688, "bench_c_p1w": 0.0113650904140159, "ret_p1m": -0.3134936942029588, "ret_signed_p1m": 0.3134936942029588, "alpha_spy_p1m": 0.31414084912020457, "alpha_c_p1m": 0.38965432303205516, "bench_spy_p1m": 0.0006471549172457625, "bench_c_p1m": 0.07616062882909636, "ret_p3m": 0.06481859388832012, "ret_signed_p3m": -0.06481859388832012, "alpha_spy_p3m": -0.03887853551492837, "alpha_c_p3m": 0.01870859344160447, "bench_spy_p3m": 0.02594005837339175, "bench_c_p3m": 0.08352718732992459, "ret_p6m": 0.13086013023310783, "ret_signed_p6m": -0.13086013023310783, "alpha_spy_p6m": -0.06868537106725237, "alpha_c_p6m": -0.11946848885916284, "bench_spy_p6m": 0.062174759165855464, "bench_c_p6m": 0.011391641373944994, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3134936942029588, "alpha_spy_stated": 0.31414084912020457, "alpha_c_stated": 0.38965432303205516, "price_path": [-0.0632, -0.0118, -0.0559, -0.073, -0.0656, -0.1203, -0.1243, -0.1146, -0.1031, -0.1113, -0.104, -0.1252, -0.161, -0.1675, -0.1745, -0.1423, -0.0722, -0.0738, -0.0689, -0.0542, -0.0742, -0.0705, -0.0453, -0.0526, -0.0167, -0.0347, -0.0314, -0.0795, -0.0689, -0.0689, -0.0567, 0.0004, 0.0118, 0.3135, 0.2711, 0.4073, 0.3926, 0.448, 0.3543, 0.3298, 0.3795, 0.4081, 0.5296, 0.6665, 0.6274, 0.6747, 0.6665, 0.9951, 1.0758, 0.9992, 0.9372, 0.9486, 1.1141, 1.031, 1.0179, 1.2813, 1.1989, 1.0041, 1.1109, 1.0872, 0.2059, 0.1382, 0.0697, 0.0, 0.0289, 0.0656, -0.0053, 0.1064, 0.0045, -0.2238, -0.2067, -0.17, -0.2263, -0.2931, -0.2907, -0.3086, -0.3094, -0.3282, -0.3445, -0.3306, -0.3192, -0.3029, -0.3053, -0.267, -0.3135, -0.3396, -0.2613, -0.2059, -0.2165, -0.2303, -0.2417, -0.236, -0.2214, -0.2646, -0.2548, -0.2564, -0.2833, -0.276, -0.2475, -0.2091, -0.232, -0.2181, -0.2303, -0.2548, -0.2613, -0.267, -0.2491, -0.236, -0.2067, -0.1741, -0.1423, -0.1537, -0.0681, -0.0428, -0.02, -0.0322, 0.0192, 0.0461, 0.1439, 0.2964, 0.1928, 0.1374, 0.2091, 0.1268, 0.1333, 0.0722, 0.0648, 0.064, 0.0077, -0.0958, 0.0012, 0.0183, -0.0289, -0.0216, -0.0526, -0.0322, -0.0037, 0.0175, 0.0632, 0.0306, 0.073, 0.1072, 0.0942, 0.1643, 0.1235, 0.2589, 0.1093, 0.1268, 0.0722, 0.0958, 0.1325, 0.0982, 0.0607, 0.0477, 0.0404, 0.0909, 0.0991, 0.077, 0.0722, 0.0469, 0.0689, 0.0444, 0.0811, 0.0795, 0.0086, -0.0501, 0.0453, 0.0819, 0.0705, 0.0844, 0.1048, 0.1309, 0.1276, 0.0999, 0.1627, 0.2051, 0.2181, 0.1545, 0.2189, 0.2401, 0.2483, 0.351, 0.2939, 0.1113, 0.0632, 0.0762, 0.0147, 0.0991, 0.0811, 0.1309]}
{"unit_id": "reply:1983210584007999944", "ticker_idx": 0, "ts": "2025-10-28T16:33:44+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NTLA should go much lower, in my opinion", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NTLA: >$1B EV unjustified given questionable drug use cases, likely black box warnings, REMS, and fatal hepatitis risk.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Antifunbw It has to go lower.  &gt;$1B EV for a platform making drugs with questionable use cases and high likelihood of black box warnings, REMS, and fatal hepatitis cases. \n\nMarket is irrational.  $NTLA should go much lower, in my opinion.", "reply_text": null, "parent_text": "@A_May_MD Would you still considering shorting with an institution holding up the stock price? Would you consider waiting it out?", "quoted_text": null, "parent_author": "Antifunbw", "ret_m1d": 0.05945558176490007, "ret_signed_m1d": -0.05945558176490007, "alpha_spy_m1d": -0.06210447247865403, "alpha_c_m1d": -0.05313045361152624, "bench_spy_m1d": -0.0026488907137539597, "bench_c_m1d": 0.006325128153373827, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06017193053671299, "ret_signed_p1d": 0.06017193053671299, "alpha_spy_p1d": 0.06065230117539899, "alpha_c_p1d": 0.050065329737447706, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": -0.010106600799265286, "ret_p1w": -0.12607451461837216, "ret_signed_p1w": 0.12607451461837216, "alpha_spy_p1w": 0.10887074288032439, "alpha_c_p1w": 0.12366827680705206, "bench_spy_p1w": -0.01720377173804777, "bench_c_p1w": -0.0024062378113201, "ret_p1m": -0.38968478263022965, "ret_signed_p1m": 0.38968478263022965, "alpha_spy_p1m": 0.3789433977726444, "alpha_c_p1m": 0.4788562787513797, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": 0.08917149612115005, "ret_p3m": -0.004298024316099047, "ret_signed_p3m": 0.004298024316099047, "alpha_spy_p3m": 0.017442158079661096, "alpha_c_p3m": 0.06634703324253688, "bench_spy_p3m": 0.01314413376356205, "bench_c_p3m": 0.06204900892643783, "ret_p6m": -0.03438398958445554, "ret_signed_p6m": 0.03438398958445554, "alpha_spy_p6m": 0.0863328988573735, "alpha_c_p6m": 0.04651461869832518, "bench_spy_p6m": 0.051948909272917954, "bench_c_p6m": 0.01213062911386964, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.38968478263022965, "alpha_spy_stated": 0.3789433977726444, "alpha_c_stated": 0.4788562787513797, "price_path": [-0.1168, -0.1662, -0.1769, -0.1318, -0.1705, -0.1855, -0.1791, -0.2271, -0.2307, -0.2221, -0.212, -0.2192, -0.2128, -0.2314, -0.2629, -0.2686, -0.2747, -0.2464, -0.1848, -0.1862, -0.1819, -0.1691, -0.1866, -0.1834, -0.1612, -0.1676, -0.1361, -0.1519, -0.149, -0.1913, -0.1819, -0.1819, -0.1712, -0.1211, -0.111, 0.154, 0.1168, 0.2364, 0.2235, 0.2722, 0.1898, 0.1683, 0.212, 0.2371, 0.3438, 0.4642, 0.4298, 0.4713, 0.4642, 0.7529, 0.8238, 0.7564, 0.702, 0.712, 0.8574, 0.7844, 0.7729, 1.0043, 0.9319, 0.7607, 0.8546, 0.8338, 0.0595, 0.0, -0.0602, -0.1214, -0.096, -0.0638, -0.1261, -0.0279, -0.1175, -0.3181, -0.303, -0.2708, -0.3202, -0.3789, -0.3768, -0.3926, -0.3933, -0.4097, -0.4241, -0.4119, -0.4019, -0.3875, -0.3897, -0.356, -0.3968, -0.4198, -0.351, -0.3023, -0.3116, -0.3238, -0.3338, -0.3288, -0.3159, -0.3539, -0.3453, -0.3467, -0.3703, -0.3639, -0.3388, -0.3052, -0.3252, -0.313, -0.3238, -0.3453, -0.351, -0.356, -0.3403, -0.3288, -0.303, -0.2744, -0.2464, -0.2564, -0.1812, -0.159, -0.139, -0.1497, -0.1046, -0.0809, 0.005, 0.139, 0.048, -0.0007, 0.0623, -0.01, -0.0043, -0.058, -0.0645, -0.0652, -0.1146, -0.2056, -0.1203, -0.1053, -0.1468, -0.1404, -0.1676, -0.1497, -0.1246, -0.106, -0.0659, -0.0946, -0.0573, -0.0272, -0.0387, 0.0229, -0.0129, 0.106, -0.0254, -0.01, -0.058, -0.0372, -0.005, -0.0351, -0.0681, -0.0795, -0.086, -0.0415, -0.0344, -0.0537, -0.058, -0.0802, -0.0609, -0.0824, -0.0501, -0.0516, -0.1139, -0.1655, -0.0817, -0.0494, -0.0595, -0.0473, -0.0294, -0.0064, -0.0093, -0.0337, 0.0215, 0.0587, 0.0702, 0.0143, 0.0709, 0.0895, 0.0967, 0.187, 0.1368, -0.0236, -0.0659, -0.0544, -0.1085, -0.0344]}
{"unit_id": "orig:1972618105533894812", "ticker_idx": 0, "ts": "2025-09-29T11:03:00+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You probably see $QURE going significantly higher", "tweet_type": "analysis", "timeline": "months", "summary": "Long QURE as 3rd-largest position; drug near certain approval, premium pricing + massive HD patient demand implies significantly higher stock price.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Didn't tweet much last week as I was spending time with family.  Missed discussing some exciting stuff, especially the $QURE Huntington's data.\n\nOn the morning of the data, I made $QURE my 3rd largest position (behind $ABVX and $NKTR).\n\nIf the drug is really doing what it *looks* like it is doing against historic controls, then it is one of the biggest medical breakthroughs of my lifetime.  The KOL on the call certainly seemed to think that it is.  Huntington's is a truly horrific disease, and given that there is absolutely nothing for it, a treatment that legitimately alters the disease's course would deservedly be a massive drug.\n\nI definitely get that there is some baggage in terms of historic control design, prior cohorts, AAV risk, etc.  But, again, it's hard to overstate how big of a deal it is if the efficacy signal is real.\n\nAnd, frankly, as far as the stock is concerned, I think we are past the point of worrying about the regulatory risk of this not getting approved because of critiques over trial design etc.  If there is one thing we know for sure about the current Executive and FDA/HHS adminsitration, it is that they care a lot about IMAGE.  I mean, $SRPT has come back from the brink despite paltry evidence of efficacy and resounding evidence of danger.\n\nI'm telling you, more laypeople are familiar with Huntington's disease than with DMD.  This Huntington's breakthrough is, and will continue to be, mainstream news.   Even more so because the current administration is going to *love* boasting about how the first treatment (which some of them will refer to as a \"cure\") for Huntington's was approved under their term.  \n\nThis is going to be a big PR win for the current administration.  And remember that the terms/design of this registrational trial were approved under the PRIOR administration...Do you really think that the current image-obsessed regulators are going to OVERTURN the prior administration's approval requirements in order to REJECT the world's first treatment for HUNTINGTON'S disease?\n\nI do *NOT* see that happening.  I think this drug is as good as approved.  I predict that $QURE (or whoever may end up marketing the drug -wink wink-) will charge a significant sum for it, and the ramp to $1B in sales will be lightening fast...likely limited only by initial neurosurgeon capacity and not by patient demand/TAM, which I expect to be massive (this disease is a gruesome death sentence for middle age adults - they'll want this treatment). \n\nSo that was the big excitement I missed out on discussing last week.  I didn't own any before data, but $QURE jumped straight up to #3 for my portfolio afterwards.  The stock has done well since, but if you're like me and see a high probability of approval, premium gene therapy pricing, and significant demand among the large pool of HD patients with no other options...You probably see $QURE going significantly higher.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08569023605782777, "ret_signed_m1d": -0.08569023605782777, "alpha_spy_m1d": -0.08288766574923534, "alpha_c_m1d": -0.08274693735546745, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.0029432987023603197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01734011056456619, "ret_signed_p1d": -0.01734011056456619, "alpha_spy_p1d": -0.02110694531992452, "alpha_c_p1d": -0.041401996374856975, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": 0.024061885810290784, "ret_p1w": -0.109259284709602, "ret_signed_p1w": -0.109259284709602, "alpha_spy_p1w": -0.12120776281489232, "alpha_c_p1w": -0.16974500145706906, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": 0.060485716747467055, "ret_p1m": 0.17845114817889307, "ret_signed_p1m": 0.17845114817889307, "alpha_spy_p1m": 0.1432233660872655, "alpha_c_p1m": 0.10817881605849866, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.07027233212039441, "ret_p3m": -0.5865320061441028, "ret_signed_p3m": -0.5865320061441028, "alpha_spy_p3m": -0.6260126033705002, "alpha_c_p3m": -0.7379190735866972, "bench_spy_p3m": 0.03948059722639741, "bench_c_p3m": 0.15138706744259434, "ret_p6m": -0.7247474753961666, "ret_signed_p6m": -0.7247474753961666, "alpha_spy_p6m": -0.710226945437391, "alpha_c_p6m": -0.8126032886318851, "bench_spy_p6m": -0.014520529958775619, "bench_c_p6m": 0.08785581323571856, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17845114817889307, "alpha_spy_stated": 0.1432233660872655, "alpha_c_stated": 0.10817881605849866, "price_path": [-0.7653, -0.7645, -0.7596, -0.7572, -0.7591, -0.7569, -0.7497, -0.7495, -0.7576, -0.7551, -0.765, -0.7572, -0.7441, -0.7476, -0.7559, -0.7601, -0.7411, -0.7439, -0.7456, -0.7478, -0.7697, -0.7566, -0.7657, -0.7694, -0.7682, -0.7643, -0.7729, -0.7736, -0.7764, -0.7623, -0.7593, -0.7542, -0.7343, -0.7276, -0.7364, -0.7419, -0.7394, -0.7382, -0.7357, -0.7382, -0.7342, -0.7348, -0.7263, -0.7251, -0.7136, -0.7074, -0.7015, -0.6978, -0.7066, -0.7056, -0.7057, -0.7148, -0.7225, -0.7503, -0.7564, -0.7616, -0.7519, -0.7665, -0.7672, -0.77, -0.2003, -0.1136, -0.0857, 0.0, -0.0173, -0.0742, -0.0825, -0.0754, -0.1093, -0.0249, 0.0096, 0.0715, 0.0363, 0.0441, -0.0074, 0.0577, 0.0099, -0.0236, 0.0761, 0.0618, 0.0086, -0.0012, 0.0271, 0.1434, 0.1785, 0.1884, 0.1424, 0.1396, -0.4227, -0.4875, -0.5613, -0.5369, -0.5322, -0.5598, -0.4808, -0.4929, -0.4892, -0.497, -0.4894, -0.4998, -0.5295, -0.5303, -0.5318, -0.5323, -0.5293, -0.5348, -0.5369, -0.5527, -0.5737, -0.571, -0.6172, -0.6409, -0.6335, -0.6502, -0.6609, -0.6675, -0.6715, -0.6561, -0.6315, -0.6123, -0.5971, -0.5961, -0.5795, -0.5929, -0.5759, -0.5823, -0.5865, -0.5997, -0.5971, -0.6062, -0.619, -0.6244, -0.6114, -0.6103, -0.5737, -0.6121, -0.638, -0.6237, -0.63, -0.6155, -0.6229, -0.634, -0.618, -0.5778, -0.5746, -0.5897, -0.6125, -0.6018, -0.6175, -0.5842, -0.532, -0.5513, -0.5872, -0.5682, -0.5614, -0.584, -0.5941, -0.6234, -0.6549, -0.6338, -0.6056, -0.5892, -0.6056, -0.5881, -0.5955, -0.5813, -0.7119, -0.7369, -0.8232, -0.848, -0.8478, -0.8207, -0.7598, -0.6971, -0.6926, -0.7044, -0.7148, -0.7386, -0.7316, -0.737, -0.752, -0.7431, -0.7291, -0.732, -0.7444, -0.7246, -0.7374, -0.7513, -0.752, -0.7247]}
{"unit_id": "reply:1990454153340989638", "ticker_idx": 0, "ts": "2025-11-17T16:17:05+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "likely why $QURE could benefit patients since it DOESNT universally lower mHTT…it only does so in the location where mHTT is causing disease…this point is fully in *support* of $QURE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish QURE: targeted mHTT lowering mechanism supports patient benefit vs Tominersen's universal approach.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "1) mHTT should be ignored as for this disease is is functionally immeasurable.  You cannot differentiate the location where it’s coming from.  It’s useless in this context, on top of being INSANELY hard to measure via assay to begin with. \n\n2) Yes that is important…and likely why Tominersen made patients worse and likely why $QURE could benefit patients since it DOESNT universally lower mHTT…it only does so in the location where mHTT is causing disease…this point is fully in *support* of $QURE", "reply_text": null, "parent_text": "@A_May_MD Regarding point 2:\nI think the bear argument is that 1) mHTT measurements were all over the place. they decreased in year 1 measurements and data was noisy/unreported after that. why did they show a big decrease in year 1 if it was isolated to the striatum? I understand HTT", "quoted_text": null, "parent_author": "failed_drugs", "ret_m1d": -0.014836820444161347, "ret_signed_m1d": -0.014836820444161347, "alpha_spy_m1d": -0.024240778500955296, "alpha_c_m1d": -0.015693793132607103, "bench_spy_m1d": 0.009403958056793948, "bench_c_m1d": 0.0008569726884457562, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020441834513451607, "ret_signed_p1d": -0.020441834513451607, "alpha_spy_p1d": -0.012044281169656723, "alpha_c_p1d": -0.026308684347169153, "bench_spy_p1d": -0.008397553343794883, "bench_c_p1d": 0.005866849833717547, "ret_p1w": -0.08407514815281802, "ret_signed_p1w": -0.08407514815281802, "alpha_spy_p1w": -0.08867201215653375, "alpha_c_p1w": -0.10754254748768799, "bench_spy_p1w": 0.004596864003715728, "bench_c_p1w": 0.023467399334869965, "ret_p1m": -0.2406857650980354, "ret_signed_p1m": -0.2406857650980354, "alpha_spy_p1m": -0.24929364094064277, "alpha_c_p1m": -0.25446295260475504, "bench_spy_p1m": 0.00860787584260736, "bench_c_p1m": 0.013777187506719635, "ret_p3m": -0.19551600132187497, "ret_signed_p3m": -0.19551600132187497, "alpha_spy_p3m": -0.22681152689792283, "alpha_c_p3m": -0.23658171872232547, "bench_spy_p3m": 0.03129552557604787, "bench_c_p3m": 0.04106571740045051, "ret_p6m": -0.188921844927462, "ret_signed_p6m": -0.188921844927462, "alpha_spy_p6m": -0.30880206372202845, "alpha_c_p6m": -0.16693084450998075, "bench_spy_p6m": 0.11988021879456645, "bench_c_p6m": -0.021991000417481255, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2406857650980354, "alpha_spy_stated": -0.24929364094064277, "alpha_c_stated": -0.25446295260475504, "price_path": [-0.4946, -0.4896, -0.4873, -0.4824, -0.4873, -0.4794, -0.4807, -0.4639, -0.4616, -0.4392, -0.427, -0.4154, -0.4082, -0.4253, -0.4233, -0.4237, -0.4415, -0.4565, -0.5109, -0.5229, -0.5331, -0.514, -0.5427, -0.544, -0.5496, 0.5661, 0.7359, 0.7906, 0.9585, 0.9245, 0.8131, 0.7969, 0.8107, 0.7445, 0.9097, 0.9773, 1.0986, 1.0295, 1.0448, 0.9439, 1.0715, 0.9779, 0.9123, 1.1075, 1.0795, 0.9753, 0.9561, 1.0115, 1.2394, 1.3079, 1.3274, 1.2374, 1.2318, 0.1306, 0.0036, -0.1408, -0.093, -0.0837, -0.1378, 0.0168, -0.0069, 0.0003, -0.0148, 0.0, -0.0204, -0.0785, -0.0801, -0.0831, -0.0841, -0.0781, -0.089, -0.093, -0.124, -0.1652, -0.1599, -0.2502, -0.2967, -0.2822, -0.3149, -0.336, -0.3488, -0.3567, -0.3264, -0.2783, -0.2407, -0.211, -0.209, -0.1764, -0.2028, -0.1695, -0.182, -0.1902, -0.216, -0.211, -0.2288, -0.2539, -0.2644, -0.239, -0.2367, -0.1652, -0.2404, -0.2911, -0.2631, -0.2753, -0.247, -0.2615, -0.2832, -0.2519, -0.1731, -0.1668, -0.1965, -0.241, -0.2201, -0.2509, -0.1856, -0.0834, -0.1213, -0.1916, -0.1543, -0.1411, -0.1853, -0.2051, -0.2624, -0.3241, -0.2829, -0.2275, -0.1955, -0.2275, -0.1934, -0.2077, -0.18, -0.4357, -0.4847, -0.6538, -0.7023, -0.7019, -0.6489, -0.5295, -0.4069, -0.398, -0.421, -0.4415, -0.488, -0.4744, -0.485, -0.5143, -0.4969, -0.4695, -0.4751, -0.4995, -0.4606, -0.4857, -0.513, -0.5143, -0.4609, -0.4431, -0.4342, -0.4266, -0.4349, -0.4761, -0.4626, -0.4929, -0.4092, -0.4365, -0.4313, -0.4458, -0.4204, -0.4052, -0.4247, -0.4138, -0.4217, -0.4055, -0.4098, -0.4049, -0.4484, -0.3422, -0.3693, -0.3182, -0.3023, -0.2476, -0.2038, -0.088, -0.0887, -0.0406, -0.0382, -0.0851, -0.1081, -0.178, -0.186, -0.1889]}
{"unit_id": "reply:2000749547266441646", "ticker_idx": 0, "ts": "2025-12-16T02:07:18+00:00", "symbol": "Rezpeg", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "multiple ways for this to make sense I think", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Rezpeg: multiple viable paths to commercial success including post-JAK maintenance setting despite sub-threshold efficacy.", "resolved_tickers": ["NKTR"], "resolution_method": "exchange_ticker", "resolution_reason": "Rezpeg (rezpegaldesleukin) is Nektar Therapeutics (NKTR) pipeline asset", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Piper bar of >15% salt reduction delta probably right.  Up a lot if >20%.  \n\nPost JAK maintenance angle is super interesting to me.  The side effects on the JAKi label are a huge (HUGE) barrier to indefinite use, and in my experience it’s very consistent that even short interruptions lead to return of disease.  Rock and a hard place for chronic JAKi = poor adoption despite a clearly very large TAM.\n\nIf someone with a JAK could get ahold of Rezpeg and pull off that trial (don’t see why they couldn’t), I’d imagine they’d have an SoC regimen.  And tbh that’s arguably a plan that rezpeg could fall back on if it’s active but less than stated above…multiple ways for this to make sense I think", "reply_text": null, "parent_text": "@A_May_MD @Banana_Oncology @lame_karma What’s your bar and do you think it could be a viable drug in post jak maintenance setting if data confirms active but less than low dose jak.", "quoted_text": null, "parent_author": "AaronRosenblum5", "ret_m1d": 0.08421479663341325, "ret_signed_m1d": 0.08421479663341325, "alpha_spy_m1d": 0.08147493500077707, "alpha_c_m1d": 0.07103902672357565, "bench_spy_m1d": 0.0027398616326361758, "bench_c_m1d": 0.013175769909837598, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07587468579767875, "ret_signed_p1d": -0.07587468579767875, "alpha_spy_p1d": -0.06487109181427853, "alpha_c_p1d": -0.07405727623647462, "bench_spy_p1d": -0.011003593983400228, "bench_c_p1d": -0.0018174095612041308, "ret_p1w": -0.09560619970561024, "ret_signed_p1w": -0.09560619970561024, "alpha_spy_p1w": -0.11199052512981111, "alpha_c_p1w": -0.10586131115751762, "bench_spy_p1w": 0.016384325424200874, "bench_c_p1w": 0.010255111451907384, "ret_p1m": -0.23352318099815172, "ret_signed_p1m": -0.23352318099815172, "alpha_spy_p1m": -0.25537381321324615, "alpha_c_p1m": -0.24866696238249686, "bench_spy_p1m": 0.021850632215094423, "bench_c_p1m": 0.015143781384345134, "ret_p3m": 0.5223758456099825, "ret_signed_p3m": 0.5223758456099825, "alpha_spy_p3m": 0.5475947381090311, "alpha_c_p3m": 0.5667431892429021, "bench_spy_p3m": -0.02521889249904863, "bench_c_p3m": -0.04436734363291961, "ret_p6m": 0.23921884373545765, "ret_signed_p6m": 0.23921884373545765, "alpha_spy_p6m": 0.13013075968595955, "alpha_c_p6m": 0.261397172579529, "bench_spy_p6m": 0.1090880840494981, "bench_c_p6m": -0.022178328844071338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23352318099815172, "alpha_spy_stated": -0.25537381321324615, "alpha_c_stated": -0.24866696238249686, "price_path": [0.0389, 0.1953, 0.1216, 0.1979, 0.2124, 0.2272, 0.1314, 0.19, 0.1985, 0.1574, 0.1971, 0.2307, 0.2317, 0.2191, 0.1798, 0.1505, 0.1318, 0.1054, 0.1676, 0.1611, 0.1572, 0.118, 0.1751, 0.2813, 0.2079, 0.2567, 0.2945, 0.2225, 0.2728, 0.2392, 0.213, 0.2775, 0.3208, 0.2189, 0.1395, 0.1037, 0.1212, 0.1385, 0.1792, 0.2055, 0.1731, 0.0974, 0.153, 0.212, 0.2036, 0.2276, 0.121, 0.1041, 0.1928, 0.2276, 0.3362, 0.3265, 0.2431, 0.1157, 0.1621, 0.1735, 0.1574, 0.1652, 0.1957, 0.1745, 0.0399, 0.1127, 0.0842, 0.0, -0.0759, -0.105, -0.0472, -0.1155, -0.0956, -0.1062, -0.095, -0.1308, -0.1477, -0.14, -0.1168, -0.0954, -0.1259, -0.1149, -0.157, -0.1922, -0.2114, -0.2559, -0.2659, -0.2807, -0.2335, -0.263, -0.249, -0.2569, -0.2451, -0.2437, -0.2264, -0.2695, -0.2834, -0.2406, -0.2246, -0.2095, -0.2343, -0.2856, -0.2512, -0.2459, 0.1391, 0.3497, 0.4443, 0.451, 0.5016, 0.4886, 0.5024, 0.4998, 0.4976, 0.3918, 0.4314, 0.3405, 0.4032, 0.3906, 0.3855, 0.4465, 0.4738, 0.4382, 0.4066, 0.466, 0.4917, 0.4312, 0.49, 0.4689, 0.5269, 0.4886, 0.5224, 0.4691, 0.5122, 0.4841, 0.4662, 0.4437, 0.3967, 0.3273, 0.4636, 0.5401, 0.5661, 0.5199, 0.5509, 0.5273, 0.5836, 0.5765, 0.6365, 0.653, 0.6928, 0.7085, 0.7262, 1.0413, 0.9967, 0.8959, 0.8564, 0.8649, 0.7644, 0.7048, 0.6924, 0.7299, 0.7587, 0.7675, 0.712, 0.7309, 0.6959, 0.6658, 0.6013, 0.5954, 0.545, 0.512, 0.4365, 0.392, 0.3747, 0.4135, 0.395, 0.355, 0.3336, 0.3303, 0.3224, 0.3198, 0.299, 0.1912, 0.2048, 0.2065, 0.166, 0.1517, 0.1438, 0.155, 0.2044, 0.2079, 0.2439, 0.226, 0.2392, 0.2392]}
{"unit_id": "thread:2005337361421574497", "ticker_idx": 0, "ts": "2025-12-28T17:57:38+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NTLA is so cooked … $NTLA has a Hy's law death already in <500 patients. COOKED. Absolutely cooked.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisively bearish NTLA: Hy's Law death in <500 patients signals fatal hepatotoxicity risk, making the program uninvestable regardless of FDA outcome.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NTLA is so cooked\n\nDoesn’t even matter if the FDA ends up letting them waste more money on Nex-Z.\n\nDon’t. Mess. With. Hy’s. Law.\n\n---\n\nBtw, there was “only” 1 Hy’s Law death in this $SNY trial.   1/2700. \n\n0.00037%\n\nLess than one one-thousandth of a percent.\n\n$NTLA has a Hy’s law death already in <500 patients.  \n\nCOOKED.  Absolutely cooked.\n\nAnyone unable to grasp this needs to be grabbed by both shoulders and vigorously shaken.\n\n---\n\nOh look who’s back!  Still has me blocked but hasn’t engaged at all since everyone found out about the pedophilia thing. \n\n“Hy’s law isn’t bad if the drug isn’t chronically dosed!”\n\nLmao.  Braindead cope.\n\nYou also can’t chronically take a drug when a single dose kills you! https://t.co/JO3pASHMvo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03282267240610248, "ret_signed_m1d": -0.03282267240610248, "alpha_spy_m1d": -0.029246273853360982, "alpha_c_m1d": -0.03128226051382765, "bench_spy_m1d": 0.0035763985527415, "bench_c_m1d": 0.0015404118922748289, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008752726553724832, "ret_signed_p1d": 0.008752726553724832, "alpha_spy_p1d": 0.007531602145152583, "alpha_c_p1d": 0.007918357265122689, "bench_spy_p1d": -0.0012211244085722495, "bench_c_p1d": -0.0008343692886021437, "ret_p1w": 0.0645513322485376, "ret_signed_p1w": -0.0645513322485376, "alpha_spy_p1w": -0.05879423333112688, "alpha_c_p1w": -0.04991815678161049, "bench_spy_p1w": 0.005757098917410719, "bench_c_p1w": 0.014633175466927106, "ret_p1m": 0.5207876473095481, "ret_signed_p1m": -0.5207876473095481, "alpha_spy_p1m": -0.5117885786075849, "alpha_c_p1m": -0.5335595450045648, "bench_spy_p1m": 0.008999068701963209, "bench_c_p1m": -0.012771897695016743, "ret_p3m": 0.40262573449353267, "ret_signed_p3m": -0.40262573449353267, "alpha_spy_p3m": -0.4545758404688265, "alpha_c_p3m": -0.4578037506475514, "bench_spy_p3m": -0.051950105975293814, "bench_c_p3m": -0.05517801615401874, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5207876473095481, "alpha_spy_stated": -0.5117885786075849, "alpha_c_stated": -0.5335595450045648, "price_path": [0.8512, 0.8895, 1.0525, 1.2363, 1.1838, 1.2473, 1.2363, 1.6772, 1.7856, 1.6827, 1.5996, 1.6149, 1.837, 1.7254, 1.7079, 2.0613, 1.9508, 1.6893, 1.8326, 1.8009, 0.6182, 0.5274, 0.4354, 0.3419, 0.3807, 0.43, 0.3348, 0.4847, 0.3479, 0.0416, 0.0646, 0.1138, 0.0383, -0.0514, -0.0481, -0.0722, -0.0733, -0.0985, -0.1204, -0.1018, -0.0864, -0.0646, -0.0678, -0.0164, -0.0788, -0.1138, -0.0088, 0.0656, 0.0514, 0.0328, 0.0175, 0.0252, 0.0449, -0.0131, 0.0, -0.0022, -0.0383, -0.0284, 0.0098, 0.0613, 0.0306, 0.0492, 0.0328, 0.0, -0.0088, -0.0164, 0.0077, 0.0252, 0.0646, 0.1083, 0.151, 0.1357, 0.2505, 0.2845, 0.3151, 0.2987, 0.3676, 0.4037, 0.535, 0.7396, 0.6007, 0.5263, 0.6225, 0.512, 0.5208, 0.4387, 0.4289, 0.4278, 0.3523, 0.2133, 0.3435, 0.3665, 0.3031, 0.3129, 0.2713, 0.2987, 0.337, 0.3654, 0.4267, 0.3829, 0.4398, 0.4858, 0.4683, 0.5624, 0.5077, 0.6893, 0.4885, 0.512, 0.4387, 0.4705, 0.5197, 0.4737, 0.4234, 0.4059, 0.3961, 0.4639, 0.4748, 0.4453, 0.4387, 0.4048, 0.4344, 0.4015, 0.4508, 0.4486, 0.3534, 0.2746, 0.4026, 0.4519, 0.4365, 0.4551, 0.4825, 0.5175, 0.5131, 0.4759, 0.5602, 0.6171, 0.6346, 0.5492, 0.6357, 0.6641, 0.6751, 0.8129, 0.7363, 0.4912, 0.4267, 0.4442, 0.3616, 0.4748, 0.4508, 0.5175, 0.4562, 0.5153, 0.5, 0.5416, 0.5777, 0.5306, 0.5624, 0.4322, 0.4956, 0.3884, 0.3063, 0.3414, 0.3534, 0.3786, 0.3796, 0.4705, 0.4967, 0.5394, 0.5022, 0.4365, 0.4245, 0.6138, 0.4814, 0.4759, 0.4103, 0.3348, 0.3512, 0.3249, 0.6324, 0.5919, 0.663, 0.7144, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1993283660695617585", "ticker_idx": 0, "ts": "2025-11-25T11:40:32+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO should bounce today. Those amycretin data look quite impressive at first glance.", "tweet_type": "prediction", "timeline": "intraday", "summary": "NVO should bounce on impressive amycretin data beating semaglutide and tirzepatide on weight loss and A1c targets.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Credit where it’s due - $NVO should bounce today.  Those amycretin data look quite impressive at first glance.\n\nWeight loss and A1c target (&lt;7) rate were both better than not only semaglutide, but somehow also tirzepatide (cross trial comparison caveat).", "reply_text": null, "parent_text": null, "quoted_text": "@Sanctuary_Bio Tyfys $NVO\n\n(Though ngl I’m surprised it’s down *this* much during the healthcare rotation)", "parent_author": null, "ret_m1d": -0.04441135778765559, "ret_signed_m1d": -0.04441135778765559, "alpha_spy_m1d": -0.035092986483243105, "alpha_c_m1d": -0.035092986483243105, "bench_spy_m1d": -0.009318371304412487, "bench_c_m1d": -0.009318371304412487, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0350615761394224, "ret_signed_p1d": 0.0350615761394224, "alpha_spy_p1d": 0.02815817731796244, "alpha_c_p1d": 0.02815817731796244, "bench_spy_p1d": 0.006903398821459961, "bench_c_p1d": 0.006903398821459961, "ret_p1w": 0.010837168606824266, "ret_signed_p1w": 0.010837168606824266, "alpha_spy_p1w": -0.0023030933487209193, "alpha_c_p1w": -0.0023030933487209193, "bench_spy_p1w": 0.013140261955545185, "bench_c_p1w": 0.013140261955545185, "ret_p1m": 0.11347216283878803, "ret_signed_p1m": 0.11347216283878803, "alpha_spy_p1m": 0.08779927951808908, "alpha_c_p1m": 0.08779927951808908, "bench_spy_p1m": 0.025672883320698947, "bench_c_p1m": 0.025672883320698947, "ret_p3m": -0.20420738913673064, "ret_signed_p3m": -0.20420738913673064, "alpha_spy_p3m": -0.2234615274061904, "alpha_c_p3m": -0.2234615274061904, "bench_spy_p3m": 0.019254138269459764, "bench_c_p3m": 0.019254138269459764, "ret_p6m": 0.0040722470064027405, "ret_signed_p6m": 0.0040722470064027405, "alpha_spy_p6m": -0.1229866312243375, "alpha_c_p6m": -0.1229866312243375, "bench_spy_p6m": 0.12705887823074025, "bench_c_p6m": 0.12705887823074025, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.0350615761394224, "alpha_spy_stated": 0.02815817731796244, "alpha_c_stated": 0.02815817731796244, "price_path": [0.1993, 0.1923, 0.1997, 0.198, 0.2057, 0.1929, 0.1736, 0.1534, 0.1538, 0.1553, 0.1538, 0.166, 0.1819, 0.2155, 0.2367, 0.3143, 0.3047, 0.2901, 0.2652, 0.2482, 0.1908, 0.1817, 0.1793, 0.1791, 0.2573, 0.2482, 0.2671, 0.2675, 0.2541, 0.2667, 0.2469, 0.2097, 0.2218, 0.204, 0.2053, 0.1919, 0.1553, 0.1844, 0.164, 0.1343, 0.1311, 0.1254, 0.1239, 0.106, 0.0916, 0.0633, 0.051, 0.0436, 0.0253, 0.0297, -0.0117, -0.0293, -0.0238, 0.0444, 0.068, 0.0446, 0.0255, 0.0297, 0.0104, 0.0412, 0.0115, 0.0121, -0.0444, 0.0, 0.0351, 0.0487, 0.0291, 0.0079, 0.0108, 0.0198, 0.017, -0.0062, -0.0149, 0.0423, 0.0686, 0.0663, 0.0703, 0.0404, 0.0151, 0.0117, 0.0219, 0.0221, 0.0967, 0.1169, 0.1135, 0.0937, 0.0884, 0.0812, 0.1133, 0.1711, 0.1955, 0.2021, 0.2184, 0.2497, 0.272, 0.2673, 0.2518, 0.2138, 0.3245, 0.2894, 0.2605, 0.3224, 0.323, 0.3595, 0.3364, 0.282, 0.2607, 0.2629, 0.2522, 0.0688, 0.0028, -0.079, 0.0123, 0.0491, 0.0438, 0.0357, 0.0397, 0.0533, 0.0491, 0.0461, 0.0295, 0.0076, -0.1579, -0.18, -0.1891, -0.2006, -0.2042, -0.1976, -0.221, -0.1819, -0.1698, -0.1802, -0.1547, -0.1772, -0.1749, -0.1921, -0.1934, -0.1802, -0.1834, -0.2042, -0.2121, -0.2238, -0.2176, -0.2161, -0.228, -0.2265, -0.2342, -0.2226, -0.1904, -0.1964, -0.1854, -0.1922, -0.1869, -0.1715, -0.1752, -0.1735, -0.1633, -0.1338, -0.101, -0.0984, -0.1074, -0.1087, -0.1316, -0.1376, -0.1515, -0.0931, -0.0924, -0.0931, -0.1125, -0.0699, -0.0334, -0.0221, -0.0116, 0.008, 0.0089, 0.0149, 0.0221, 0.0354, 0.0371, 0.0089, -0.0144, -0.0246, -0.0246, -0.0072, -0.0221, -0.0096, -0.0265, -0.0186, 0.0025, 0.0041]}
{"unit_id": "orig:1984265088321073506", "ticker_idx": 0, "ts": "2025-10-31T14:23:57+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I predict that the current pump to the mid $13s is going to fizzle out quickly", "tweet_type": "prediction", "timeline": "days", "summary": "Bearish NTLA: today's bounce on FDA/CRISPR headline is fluff; predicts the pump fizzles quickly.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$NTLA getting a bit of a dead cat bounce boost this morning from this BBG article about CUSTOM gene editing treatments for extremely rare diseases getting support from the FDA.  Just be aware that the article/headline are fluff/inconsequential as far as $NTLA is concerned, and the underlying story there is still dire.\n\nThe article discussed the miraculous case of \"Baby KJ\" who had a CRISPR treatment designed literally *just for him*.  So far the treatment has been successful, and may save his life. \n\nThe FDA is now planning on making it easier to treat patients in this circumstance (exceptionally rare genetic diseases with fatal/morbid outcomes getting one-time personalized experimental treatments).  This is FANTASTIC, and exactly what the FDA should be doing.\n\nThese small conditions are not commercially viable for traditional pharma to treat, and making them adhere to the same rules as diseases with thousands of patients almost guarantees there will never be treatments for them.\n\nThis is what the FDA should be doing, and this is what CRISPR should be used for (at least for the foreseeable future).\n\n$NTLA tried to take unknown treatments with permanent outcomes, good or bad, into diseases with excellent existing treatment alternatives.  This was a mistake, and the company will suffer for it. \n\nI hope that there will be hundreds to thousands of individual patient cures generated from the customized therapies that academic researches can build using CRISPR, like in Baby KJ's case.\n\nAs for $NTLA, this morning's buzzy headline that sent CRISPR stocks soaring is meaningless, and I predict that the current pump to the mid $13s is going to fizzle out quickly.\n\nhttps://t.co/q9S6IZLUxc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028129916438632496, "ret_signed_m1d": 0.028129916438632496, "alpha_spy_m1d": 0.02486050925654748, "alpha_c_m1d": 0.02847658525002361, "bench_spy_m1d": -0.0032694071820850157, "bench_c_m1d": 0.0003466688113911154, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03565767142201537, "ret_signed_p1d": -0.03565767142201537, "alpha_spy_p1d": -0.033781021774431874, "alpha_c_p1d": -0.03427131617843093, "bench_spy_p1d": 0.0018766496475834948, "bench_c_p1d": 0.0013863552435844362, "ret_p1w": -0.24564179523826324, "ret_signed_p1w": 0.24564179523826324, "alpha_spy_p1w": 0.22938219014222871, "alpha_c_p1w": 0.258744062964293, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": 0.013102267726029737, "ret_p1m": -0.35816161212977016, "ret_signed_p1m": 0.35816161212977016, "alpha_spy_p1m": 0.357384569639026, "alpha_c_p1m": 0.42824823239899423, "bench_spy_p1m": -0.0007770424907441731, "bench_c_p1m": 0.07008662026922408, "ret_p3m": 0.03407292464937539, "ret_signed_p3m": -0.03407292464937539, "alpha_spy_p3m": -0.020133529452259546, "alpha_c_p3m": 0.03876048594665815, "bench_spy_p3m": 0.013939395197115845, "bench_c_p3m": 0.07283341059603354, "ret_p6m": 0.05467516167311359, "ret_signed_p6m": -0.05467516167311359, "alpha_spy_p6m": 0.012520065921747703, "alpha_c_p6m": -0.03894823770921074, "bench_spy_p6m": 0.0671952275948613, "bench_c_p6m": 0.01572692396390285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.24564179523826324, "alpha_spy_stated": 0.22938219014222871, "alpha_c_stated": 0.258744062964293, "price_path": [-0.0396, -0.0824, -0.099, -0.0919, -0.145, -0.149, -0.1395, -0.1284, -0.1363, -0.1292, -0.1498, -0.1846, -0.191, -0.1977, -0.1664, -0.0983, -0.0998, -0.0951, -0.0808, -0.1002, -0.0967, -0.0721, -0.0792, -0.0444, -0.0618, -0.0586, -0.1054, -0.0951, -0.0951, -0.0832, -0.0277, -0.0166, 0.2765, 0.2353, 0.3677, 0.3534, 0.4073, 0.3162, 0.2924, 0.3407, 0.3685, 0.4865, 0.6197, 0.5816, 0.6276, 0.6197, 0.939, 1.0174, 0.9429, 0.8827, 0.8938, 1.0547, 0.9739, 0.9612, 1.2171, 1.1371, 0.9477, 1.0515, 1.0285, 0.1719, 0.1062, 0.0396, -0.0281, 0.0, 0.0357, -0.0333, 0.0753, -0.0238, -0.2456, -0.229, -0.1933, -0.248, -0.313, -0.3106, -0.3281, -0.3288, -0.3471, -0.3629, -0.3494, -0.3384, -0.3225, -0.3249, -0.2876, -0.3328, -0.3582, -0.2821, -0.2282, -0.2385, -0.252, -0.2631, -0.2575, -0.2433, -0.2853, -0.2758, -0.2773, -0.3035, -0.2964, -0.2686, -0.2314, -0.2536, -0.2401, -0.252, -0.2758, -0.2821, -0.2876, -0.2702, -0.2575, -0.229, -0.1973, -0.1664, -0.1775, -0.0943, -0.0697, -0.0475, -0.0594, -0.0095, 0.0166, 0.1117, 0.2599, 0.1593, 0.1054, 0.1751, 0.0951, 0.1014, 0.042, 0.0349, 0.0341, -0.0206, -0.1212, -0.0269, -0.0103, -0.0563, -0.0491, -0.0792, -0.0594, -0.0317, -0.0111, 0.0333, 0.0016, 0.0428, 0.0761, 0.0634, 0.1315, 0.0919, 0.2235, 0.0781, 0.0951, 0.042, 0.065, 0.1006, 0.0674, 0.0309, 0.0182, 0.0111, 0.0602, 0.0681, 0.0468, 0.042, 0.0174, 0.0388, 0.0151, 0.0507, 0.0491, -0.0198, -0.0769, 0.0158, 0.0515, 0.0404, 0.0539, 0.0737, 0.099, 0.0959, 0.0689, 0.13, 0.1712, 0.1838, 0.122, 0.1846, 0.2052, 0.2132, 0.313, 0.2575, 0.08, 0.0333, 0.046, -0.0139, 0.0681, 0.0507, 0.099, 0.0547]}
{"unit_id": "thread:1987983312477188272", "ticker_idx": 0, "ts": "2025-11-10T20:38:51+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Going lower, btw. The company is a cash furnace and IMO they have no advanced stage assets worth investing in. Stock should trade below cash. >50% downside from here just to get to EOY cash", "tweet_type": "analysis", "timeline": "months", "summary": "Short NTLA: cash furnace with no advanced assets, >50% downside to EOY cash/share ~$4.75, out of cash by H1 2027.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NTLA $9.70s now.  Going lower, btw.\n\nAll the data are out.  None of it is pumping the stock.  \n\nThe company is a cash furnace and IMO they have no advanced stage assets worth investing in.\n\nStock should trade below cash.\n\n---\n\nCash at the end of next month will be ~$550M.  ~115.8M shares outstanding.  Current market cap ~$1.15B.\n\n🚨Cash/share EOY ~$4.75 🚨  \n\n>50% downside from here just to get to EOY cash, and then the cash incinerating company would be out of cash completely at current rates by late first half of 2027.\n\nGood luck with that.\n\n---\n\n@GeneInvesting\n\n---\n\n@GeneInvesting When $XBI has a face ripping rally day like yesterday and $NTLA just market performs (not up double digit % like a high beta name should be on such days), you know it’s in trouble.\n\nTick tock $NTLA.  Going lower.\n\n---\n\n@GeneInvesting $NTLA having a rough day https://t.co/QHc7rd7aum", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021582640735087866, "ret_signed_m1d": 0.021582640735087866, "alpha_spy_m1d": 0.006218114456962409, "alpha_c_m1d": 0.013842351069459524, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.0077402896656283415, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0462487959003568, "ret_signed_p1d": -0.0462487959003568, "alpha_spy_p1d": -0.043959438045818366, "alpha_c_p1d": -0.02316353267471971, "bench_spy_p1d": 0.002289357854538432, "bench_c_p1d": 0.023085263225637087, "ret_p1w": -0.12846865969252674, "ret_signed_p1w": 0.12846865969252674, "alpha_spy_p1w": 0.10532654809721365, "alpha_c_p1w": 0.1584795332277128, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": 0.030010873535186056, "ret_p1m": -0.036998938706476525, "ret_signed_p1m": 0.036998938706476525, "alpha_spy_p1m": 0.045994715270207265, "alpha_c_p1m": 0.06999731812348464, "bench_spy_p1m": 0.00899577656373074, "bench_c_p1m": 0.03299837941700812, "ret_p3m": 0.233299133048257, "ret_signed_p3m": -0.233299133048257, "alpha_spy_p3m": -0.21486063585680681, "alpha_c_p3m": -0.16787697493986764, "bench_spy_p3m": 0.018438497191450187, "bench_c_p3m": 0.06542215810838936, "ret_p6m": 0.46762594088355924, "ret_signed_p6m": -0.46762594088355924, "alpha_spy_p6m": -0.372097765706773, "alpha_c_p6m": -0.46314165234790927, "bench_spy_p6m": 0.09552817517678625, "bench_c_p6m": 0.004484288535649972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.036998938706476525, "alpha_spy_stated": 0.045994715270207265, "alpha_c_stated": 0.06999731812348464, "price_path": [0.1161, 0.1305, 0.1202, 0.1295, 0.1028, 0.0576, 0.0493, 0.0406, 0.0812, 0.1696, 0.1675, 0.1737, 0.1922, 0.167, 0.1716, 0.2035, 0.1942, 0.2395, 0.2169, 0.221, 0.1603, 0.1737, 0.1737, 0.1891, 0.261, 0.2754, 0.6557, 0.6023, 0.7739, 0.7554, 0.8253, 0.7071, 0.6763, 0.739, 0.7749, 0.9281, 1.1007, 1.0514, 1.111, 1.1007, 1.5149, 1.6166, 1.52, 1.4419, 1.4563, 1.665, 1.5601, 1.5437, 1.8756, 1.7718, 1.5262, 1.6608, 1.631, 0.52, 0.4347, 0.3484, 0.2605, 0.297, 0.3433, 0.2539, 0.3947, 0.2662, -0.0216, 0.0, 0.0462, -0.0247, -0.1089, -0.1059, -0.1285, -0.1295, -0.1531, -0.1737, -0.1562, -0.1418, -0.1213, -0.1244, -0.0761, -0.1346, -0.1675, -0.0689, 0.001, -0.0123, -0.0298, -0.0442, -0.037, -0.0185, -0.073, -0.0606, -0.0627, -0.0966, -0.0874, -0.0514, -0.0031, -0.0319, -0.0144, -0.0298, -0.0606, -0.0689, -0.0761, -0.0534, -0.037, 0.0, 0.0411, 0.0812, 0.0668, 0.1747, 0.2066, 0.2354, 0.2199, 0.2847, 0.3186, 0.4419, 0.6341, 0.5036, 0.4337, 0.5242, 0.4203, 0.4286, 0.3515, 0.3422, 0.3412, 0.2703, 0.1398, 0.2621, 0.2837, 0.224, 0.2333, 0.1942, 0.2199, 0.2559, 0.2826, 0.3402, 0.2991, 0.3525, 0.3957, 0.3792, 0.4676, 0.4162, 0.5868, 0.3983, 0.4203, 0.3515, 0.3813, 0.4275, 0.3844, 0.3371, 0.3207, 0.3114, 0.3751, 0.3854, 0.3577, 0.3515, 0.3196, 0.3474, 0.3165, 0.3628, 0.3607, 0.2713, 0.1973, 0.3176, 0.3638, 0.3494, 0.3669, 0.3926, 0.4255, 0.4214, 0.3864, 0.4656, 0.519, 0.5355, 0.4553, 0.5365, 0.5632, 0.5735, 0.703, 0.631, 0.4008, 0.3402, 0.3566, 0.279, 0.3854, 0.3628, 0.4255, 0.3679, 0.4234, 0.409, 0.4481, 0.482, 0.4378, 0.4676]}
{"unit_id": "reply:1963674315028599040", "ticker_idx": 0, "ts": "2025-09-04T18:43:34+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not even close to sufficiently re-rated.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NKTR deeply undervalued post-SNY failure; now positioned to capture the large post-IL4/13 market unopposed, not sufficiently re-rated upward.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yeah I really do not understand $NKTR valuation at all.\n\nSure it has to repeat phase 2, but yesterday “repeating phase 2” would’ve meant fighting it out tooth and nail with OX40 for market share.  Today it means relatively easily gobbling up the absolutely gargantuan post IL4/13 market.  \n\nNot even close to sufficiently re-rated.", "reply_text": null, "parent_text": "Understandably failure in $SNY trial doesn't necessarily mean $NKTR Ph3 will succeed. There is always a chance that Ph2 results may not translate into a positive Ph3\n\nBut $SNY losing $10,000m while $NKTR only has ~$500m EV now means people is expecting a 5% PoS for $NKTR Ph3?????", "quoted_text": null, "parent_author": "Banana_Oncology", "ret_m1d": -0.20650362422750523, "ret_signed_m1d": -0.20650362422750523, "alpha_spy_m1d": -0.19821566356038045, "alpha_c_m1d": -0.20271992823326745, "bench_spy_m1d": -0.008287960667124783, "bench_c_m1d": -0.003783695994237779, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11673154019941379, "ret_signed_p1d": 0.11673154019941379, "alpha_spy_p1d": 0.11962773458060272, "alpha_c_p1d": 0.11331158109900685, "bench_spy_p1d": -0.0028961943811889324, "bench_c_p1d": 0.003419959100406933, "ret_p1w": 0.31183994895642364, "ret_signed_p1w": 0.31183994895642364, "alpha_spy_p1w": 0.2987296877446748, "alpha_c_p1w": 0.29517677269429377, "bench_spy_p1w": 0.013110261211748853, "bench_c_p1w": 0.016663176262129875, "ret_p1m": 0.6828793776381765, "ret_signed_p1m": 0.6828793776381765, "alpha_spy_p1m": 0.6490712708607831, "alpha_c_p1m": 0.6242872576144494, "bench_spy_p1m": 0.03380810677739343, "bench_c_p1m": 0.05859212002372716, "ret_p3m": 0.5878266202046853, "ret_signed_p3m": 0.5878266202046853, "alpha_spy_p3m": 0.5313406573450699, "alpha_c_p3m": 0.4542368789797535, "bench_spy_p3m": 0.05648596285961549, "bench_c_p3m": 0.13358974122493184, "ret_p6m": 0.9649804849288179, "ret_signed_p6m": 0.9649804849288179, "alpha_spy_p6m": 0.9232061323538487, "alpha_c_p6m": 0.8440347060201141, "bench_spy_p6m": 0.0417743525749692, "bench_c_p6m": 0.12094577890870384, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6828793776381765, "alpha_spy_stated": 0.6490712708607831, "alpha_c_stated": 0.6242872576144494, "price_path": [-0.6873, -0.7207, -0.7207, -0.7557, -0.6845, -0.7346, -0.7565, -0.7613, -0.7429, -0.7574, -0.7607, -0.7635, -0.7349, -0.3205, -0.1907, -0.1751, -0.284, -0.2818, -0.3166, -0.2904, -0.3118, -0.3477, -0.3683, -0.3508, -0.3024, -0.3049, -0.3216, -0.3385, -0.3291, -0.2588, -0.3068, -0.311, -0.3196, -0.3052, -0.3168, -0.3052, -0.3427, -0.3633, -0.3866, -0.3974, -0.3619, -0.3533, -0.373, -0.376, -0.3955, -0.3591, -0.3755, -0.3441, -0.2852, -0.2582, -0.2424, -0.2376, -0.2574, -0.251, -0.2218, -0.2487, -0.2457, -0.2001, -0.1862, -0.1845, -0.1701, -0.1915, -0.2065, 0.0, 0.1167, 0.2321, 0.3499, 0.3391, 0.3118, 0.353, 0.3621, 0.3866, 0.4194, 0.6331, 0.5325, 0.6367, 0.6565, 0.6768, 0.5459, 0.6259, 0.6376, 0.5814, 0.6356, 0.6815, 0.6829, 0.6656, 0.612, 0.572, 0.5464, 0.5103, 0.5953, 0.5864, 0.5812, 0.5275, 0.6056, 0.7507, 0.6504, 0.7171, 0.7688, 0.6704, 0.739, 0.6932, 0.6573, 0.7454, 0.8046, 0.6654, 0.557, 0.5081, 0.532, 0.5556, 0.6112, 0.647, 0.6028, 0.4994, 0.5753, 0.6559, 0.6445, 0.6773, 0.5317, 0.5086, 0.6298, 0.6773, 0.8257, 0.8124, 0.6984, 0.5245, 0.5878, 0.6034, 0.5814, 0.592, 0.6337, 0.6048, 0.4208, 0.5203, 0.4814, 0.3663, 0.2626, 0.2229, 0.3018, 0.2084, 0.2357, 0.2212, 0.2365, 0.1876, 0.1645, 0.1751, 0.2068, 0.236, 0.1943, 0.2093, 0.1518, 0.1037, 0.0775, 0.0167, 0.0031, -0.0172, 0.0472, 0.0069, 0.0261, 0.0153, 0.0314, 0.0334, 0.057, -0.0019, -0.0208, 0.0375, 0.0595, 0.08, 0.0461, -0.0239, 0.0231, 0.0303, 0.5564, 0.8441, 0.9733, 0.9825, 1.0517, 1.0339, 1.0528, 1.0492, 1.0461, 0.9016, 0.9558, 0.8316, 0.9172, 0.8999, 0.893, 0.9764, 1.0136, 0.965]}
{"unit_id": "reply:1990563262224867735", "ticker_idx": 0, "ts": "2025-11-17T23:30:39+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's too high for a consumer goods business with a dying core", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: valuation too high for a consumer goods company with a deteriorating core business.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@alc2022 Actually it’s too high for a consumer goods business with a dying core.", "reply_text": null, "parent_text": "3.5 times sales is absurdly cheap for $HIMS", "quoted_text": null, "parent_author": "alc2022", "ret_m1d": -0.01875335140527834, "ret_signed_m1d": 0.01875335140527834, "alpha_spy_m1d": 0.027222020852507245, "alpha_c_m1d": 0.027222020852507245, "bench_spy_m1d": 0.008468669447228905, "bench_c_m1d": 0.008468669447228905, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011858701334334087, "ret_signed_p1d": 0.011858701334334087, "alpha_spy_p1d": 0.01572187797761071, "alpha_c_p1d": 0.01572187797761071, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.0038631766432766224, "ret_p1w": 0.02289028873346055, "ret_signed_p1w": -0.02289028873346055, "alpha_spy_p1w": -0.00025654502851035765, "alpha_c_p1w": -0.00025654502851035765, "bench_spy_p1w": 0.022633743704950193, "bench_c_p1w": 0.022633743704950193, "ret_p1m": -0.04109205550858197, "ret_signed_p1m": 0.04109205550858197, "alpha_spy_p1m": 0.06592235394168144, "alpha_c_p1m": 0.06592235394168144, "bench_spy_p1m": 0.024830298433099474, "bench_c_p1m": 0.024830298433099474, "ret_p3m": -0.5689464744084405, "ret_signed_p3m": 0.5689464744084405, "alpha_spy_p3m": 0.6164971294218062, "alpha_c_p3m": 0.6164971294218062, "bench_spy_p3m": 0.04755065501336575, "bench_c_p3m": 0.04755065501336575, "ret_p6m": -0.3378378008742664, "ret_signed_p6m": 0.3378378008742664, "alpha_spy_p6m": 0.46944154314716724, "alpha_c_p6m": 0.46944154314716724, "bench_spy_p6m": 0.13160374227290084, "bench_c_p6m": 0.13160374227290084, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04109205550858197, "alpha_spy_stated": 0.06592235394168144, "alpha_c_stated": 0.06592235394168144, "price_path": [0.1964, 0.2124, 0.2292, 0.1856, 0.2507, 0.2137, 0.2168, 0.168, 0.1453, 0.2261, 0.3268, 0.3351, 0.369, 0.318, 0.3177, 0.4275, 0.5306, 0.4881, 0.4035, 0.3886, 0.5499, 0.5946, 0.5913, 0.5444, 0.4686, 0.5132, 0.6106, 0.6304, 0.5643, 0.553, 0.596, 0.449, 0.5102, 0.5987, 0.6042, 0.6065, 0.4879, 0.5094, 0.4898, 0.7308, 0.6313, 0.3729, 0.4164, 0.3613, 0.3089, 0.3373, 0.3453, 0.3301, 0.2995, 0.286, 0.2151, 0.2537, 0.2242, 0.1801, 0.206, 0.1451, 0.1315, 0.1321, 0.0962, 0.0761, -0.0058, 0.0199, -0.0188, 0.0, -0.0119, -0.0728, -0.0427, 0.0419, 0.0229, 0.059, 0.0965, 0.0345, 0.0014, 0.0223, 0.1037, 0.0811, 0.0789, 0.0982, 0.0447, 0.0416, 0.0262, -0.0003, 0.0165, -0.0356, -0.0411, -0.0193, -0.0334, -0.0403, -0.0438, -0.0538, -0.0596, -0.0888, -0.1045, -0.0786, -0.0427, -0.0221, -0.0221, -0.0659, -0.126, -0.1081, -0.112, -0.1362, -0.1387, -0.1346, -0.1597, -0.2033, -0.1583, -0.1831, -0.1649, -0.1815, -0.2093, -0.1762, -0.2529, -0.2708, -0.2956, -0.3271, -0.3525, -0.3651, -0.4669, -0.5245, -0.5397, -0.5643, -0.5505, -0.5513, -0.5632, -0.5637, -0.5689, -0.5723, -0.5736, -0.5637, -0.5698, -0.5996, -0.5455, -0.5637, -0.5463, -0.5621, -0.5659, -0.3889, -0.3527, -0.2863, -0.3425, -0.3169, -0.3138, -0.3111, -0.3616, -0.3337, -0.3927, -0.3806, -0.4115, -0.4253, -0.4247, -0.4655, -0.4821, -0.4275, -0.4528, -0.4721, -0.4393, -0.4622, -0.4653, -0.4553, -0.4641, -0.4167, -0.4109, -0.3301, -0.2557, -0.2052, -0.1448, -0.1793, -0.1999, -0.2237, -0.1572, -0.1895, -0.2303, -0.2739, -0.2507, -0.2441, -0.2479, -0.2739, -0.2587, -0.2926, -0.2204, -0.1964, -0.3097, -0.3343, -0.3315, -0.3092, -0.3853, -0.3811, -0.3646, -0.3378]}
{"unit_id": "thread:1969212387791118433", "ticker_idx": 0, "ts": "2025-09-20T01:29:54+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "Hoping the longs ignore the obvious danger and take it to the $70s 🤞🏻", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic bullish framing; actually bearish HIMS — federal government threat to its moat is real danger longs are ignoring.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "One reason that Trump cannot do this is because it would breach the $HIMS moat.   NOT LEGAL.  You can’t just ignore an impassible moat like what $HIMS has.  I don’t care if this is the leader of the most powerful nation in the world HIMS GOT HERE FIRST SO THEY GET THE MOAT OK?! https://t.co/vZ1LMqrjhi\n\n---\n\nThe “what if $AMZN steals the $HIMS moat?!” panic just got upgraded to “what if the federal government steals the $HIMS moat?!”\n\nDidn’t see that coming.  Hoping the longs ignore the obvious danger and take it to the $70s 🤞🏻", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002079704164611451, "ret_signed_m1d": -0.002079704164611451, "alpha_spy_m1d": -0.006788476085369144, "alpha_c_m1d": -0.006788476085369144, "bench_spy_m1d": -0.004708771920757693, "bench_c_m1d": -0.004708771920757693, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029462751134508802, "ret_signed_p1d": 0.029462751134508802, "alpha_spy_p1d": 0.02401928048452795, "alpha_c_p1d": 0.02401928048452795, "bench_spy_p1d": -0.005443470649980853, "bench_c_p1d": -0.005443470649980853, "ret_p1w": 0.024610019933611005, "ret_signed_p1w": -0.024610019933611005, "alpha_spy_p1w": -0.029348785207841566, "alpha_c_p1w": -0.029348785207841566, "bench_spy_p1w": -0.004738765274230561, "bench_c_p1w": -0.004738765274230561, "ret_p1m": -0.14454072863625766, "ret_signed_p1m": 0.14454072863625766, "alpha_spy_p1m": 0.15121392677862633, "alpha_c_p1m": 0.15121392677862633, "bench_spy_p1m": 0.006673198142368664, "bench_c_p1m": 0.006673198142368664, "ret_p3m": -0.38370882316987587, "ret_signed_p3m": 0.38370882316987587, "alpha_spy_p3m": 0.4073443240044293, "alpha_c_p3m": 0.4073443240044293, "bench_spy_p3m": 0.023635500834553458, "bench_c_p3m": 0.023635500834553458, "ret_p6m": -0.630155981448539, "ret_signed_p6m": 0.630155981448539, "alpha_spy_p6m": 0.6152486387618322, "alpha_c_p6m": 0.6152486387618322, "bench_spy_p6m": -0.014907342686706793, "bench_c_p6m": -0.014907342686706793, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14454072863625766, "alpha_spy_stated": 0.15121392677862633, "alpha_c_stated": 0.15121392677862633, "price_path": [-0.2724, -0.2556, -0.2823, -0.1979, -0.1437, -0.136, -0.1688, -0.1775, -0.1685, -0.1608, -0.1515, -0.112, -0.1288, -0.17, -0.0983, -0.1255, -0.1014, -0.1336, -0.1269, -0.175, -0.1333, 0.0055, -0.0066, -0.0009, 0.017, 0.0445, 0.1357, 0.147, 0.0841, 0.0979, -0.0378, -0.1139, -0.1153, -0.0998, -0.1338, -0.1688, -0.1624, -0.1832, -0.2024, -0.2184, -0.269, -0.2482, -0.2381, -0.2276, -0.2549, -0.214, -0.2373, -0.2354, -0.266, -0.2802, -0.2295, -0.1662, -0.161, -0.1397, -0.1718, -0.1719, -0.1029, -0.0381, -0.0648, -0.118, -0.1274, -0.026, 0.0021, 0.0, -0.0295, -0.0771, -0.049, 0.0121, 0.0246, -0.017, -0.0241, 0.0029, -0.0894, -0.051, 0.0047, 0.0081, 0.0095, -0.065, -0.0515, -0.0638, 0.0877, 0.0251, -0.1373, -0.1099, -0.1445, -0.1775, -0.1596, -0.1546, -0.1641, -0.1834, -0.1919, -0.2364, -0.2121, -0.2307, -0.2584, -0.2421, -0.2804, -0.2889, -0.2886, -0.3111, -0.3237, -0.3752, -0.3591, -0.3834, -0.3716, -0.379, -0.4173, -0.3984, -0.3452, -0.3572, -0.3345, -0.3109, -0.3499, -0.3707, -0.3575, -0.3064, -0.3206, -0.322, -0.3099, -0.3435, -0.3454, -0.3551, -0.3718, -0.3612, -0.3939, -0.3974, -0.3837, -0.3925, -0.3969, -0.3991, -0.4054, -0.409, -0.4274, -0.4373, -0.421, -0.3984, -0.3854, -0.3854, -0.413, -0.4508, -0.4395, -0.4419, -0.4572, -0.4588, -0.4562, -0.4719, -0.4993, -0.4711, -0.4867, -0.4752, -0.4856, -0.5031, -0.4823, -0.5305, -0.5418, -0.5574, -0.5771, -0.5931, -0.601, -0.665, -0.7012, -0.7107, -0.7262, -0.7175, -0.718, -0.7255, -0.7258, -0.7291, -0.7312, -0.7321, -0.7258, -0.7296, -0.7484, -0.7144, -0.7258, -0.7149, -0.7248, -0.7272, -0.6159, -0.5932, -0.5515, -0.5868, -0.5707, -0.5688, -0.5671, -0.5988, -0.5813, -0.6184, -0.6107, -0.6302]}
{"unit_id": "orig:1975162898436489372", "ticker_idx": 0, "ts": "2025-10-06T11:35:06+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Does anybody know a company whose drug induced T-Reg expansion? 🤔 $NKTR 😉", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR as a beneficiary of Nobel Prize in T-Reg research, implying its T-Reg–expanding drug gains relevance.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "This year’s Nobel prize in Physiology/Medicine goes to these researchers of…T-Regs!  \n\nDoes anybody know a company whose drug induced T-Reg expansion? 🤔 \n\n$NKTR 😉\n\nhttps://t.co/3q9ajhUM4J", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010345385094737258, "ret_signed_m1d": 0.010345385094737258, "alpha_spy_m1d": 0.013918750042260175, "alpha_c_m1d": 0.0054882843634389555, "bench_spy_m1d": -0.0035733649475229168, "bench_c_m1d": 0.004857100731298303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0322042432062043, "ret_signed_p1d": -0.0322042432062043, "alpha_spy_p1d": -0.028496729316886515, "alpha_c_p1d": -0.03296738902823171, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": 0.0007631458220274112, "ret_p1w": -0.04221589798787928, "ret_signed_p1w": -0.04221589798787928, "alpha_spy_p1w": -0.02945552969038967, "alpha_c_p1w": -0.027158928426272766, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.015056969561606515, "ret_p1m": -0.06524278036879017, "ret_signed_p1m": -0.06524278036879017, "alpha_spy_p1m": -0.07064768155169243, "alpha_c_p1m": -0.07204276409802579, "bench_spy_p1m": 0.005404901182902266, "bench_c_p1m": 0.006799983729235626, "ret_p3m": -0.2829968129168844, "ret_signed_p3m": -0.2829968129168844, "alpha_spy_p3m": -0.316117581876212, "alpha_c_p3m": -0.3846010099199676, "bench_spy_p3m": 0.033120768959327584, "bench_c_p3m": 0.10160419700308321, "ret_p6m": 0.25279495158905396, "ret_signed_p6m": 0.25279495158905396, "alpha_spy_p6m": 0.24051216818544052, "alpha_c_p6m": 0.20557557075996447, "bench_spy_p6m": 0.01228278340361344, "bench_c_p6m": 0.0472193808290895, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06524278036879017, "alpha_spy_stated": -0.07064768155169243, "alpha_c_stated": -0.07204276409802579, "price_path": [-0.6207, -0.6102, -0.5812, -0.5827, -0.5927, -0.6029, -0.5972, -0.555, -0.5838, -0.5864, -0.5915, -0.5828, -0.5899, -0.5828, -0.6054, -0.6177, -0.6317, -0.6382, -0.6169, -0.6117, -0.6236, -0.6254, -0.6371, -0.6152, -0.6251, -0.6062, -0.5708, -0.5546, -0.5451, -0.5423, -0.5541, -0.5503, -0.5328, -0.549, -0.5471, -0.5198, -0.5114, -0.5104, -0.5018, -0.5146, -0.5236, -0.3996, -0.3296, -0.2603, -0.1896, -0.1961, -0.2124, -0.1877, -0.1822, -0.1675, -0.1478, -0.0195, -0.0799, -0.0174, -0.0055, 0.0067, -0.0719, -0.0239, -0.0169, -0.0506, -0.018, 0.0095, 0.0103, 0.0, -0.0322, -0.0562, -0.0716, -0.0933, -0.0422, -0.0476, -0.0507, -0.0829, -0.036, 0.0511, -0.0092, 0.0309, 0.0619, 0.0028, 0.0441, 0.0165, -0.005, 0.0479, 0.0834, -0.0002, -0.0652, -0.0946, -0.0803, -0.0661, -0.0327, -0.0112, -0.0377, -0.0998, -0.0542, -0.0058, -0.0127, 0.007, -0.0804, -0.0943, -0.0215, 0.007, 0.0961, 0.0881, 0.0197, -0.0848, -0.0467, -0.0374, -0.0506, -0.0442, -0.0192, -0.0365, -0.147, -0.0873, -0.1106, -0.1797, -0.2419, -0.2658, -0.2184, -0.2745, -0.2581, -0.2668, -0.2576, -0.287, -0.3009, -0.2945, -0.2755, -0.258, -0.283, -0.274, -0.3085, -0.3374, -0.3531, -0.3896, -0.3978, -0.41, -0.3713, -0.3955, -0.3839, -0.3905, -0.3808, -0.3796, -0.3654, -0.4008, -0.4121, -0.3771, -0.3639, -0.3516, -0.3719, -0.414, -0.3858, -0.3814, -0.0656, 0.1071, 0.1847, 0.1902, 0.2318, 0.2211, 0.2324, 0.2303, 0.2284, 0.1417, 0.1742, 0.0996, 0.151, 0.1407, 0.1365, 0.1866, 0.2089, 0.1797, 0.1538, 0.2026, 0.2236, 0.174, 0.2223, 0.2049, 0.2525, 0.2211, 0.2488, 0.2051, 0.2404, 0.2174, 0.2027, 0.1842, 0.1457, 0.0888, 0.2006, 0.2633, 0.2847, 0.2468, 0.2722, 0.2528]}
{"unit_id": "reply:2007929523967529202", "ticker_idx": 0, "ts": "2026-01-04T21:37:58+00:00", "symbol": "TENX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am long", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a long position in TENX.", "resolved_tickers": ["TENX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GeneToGreen @Jonny_fun_guy @TweetAwayDK @AaronRosenblum5 @tarrikzaid @blankspacenom @biofeed @pawcio2009 I am long", "reply_text": null, "parent_text": "@A_May_MD @Jonny_fun_guy @TweetAwayDK @AaronRosenblum5 @tarrikzaid @blankspacenom @biofeed @pawcio2009 Are you invested (or do you plan to invest) in $tenx?  Just curious.", "quoted_text": null, "parent_author": "GeneToGreen", "ret_m1d": -0.1030843778854067, "ret_signed_m1d": -0.1030843778854067, "alpha_spy_m1d": -0.09646832428603103, "alpha_c_m1d": -0.106115872182035, "bench_spy_m1d": -0.006616053599375671, "bench_c_m1d": 0.003031494296628301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07711045344737788, "ret_signed_p1d": 0.07711045344737788, "alpha_spy_p1d": 0.07116320539573362, "alpha_c_p1d": 0.057438154462744695, "bench_spy_p1d": 0.0059472480516442605, "bench_c_p1d": 0.019672298984633185, "ret_p1w": 0.19318183225611474, "ret_signed_p1w": 0.19318183225611474, "alpha_spy_p1w": 0.18236343856893966, "alpha_c_p1w": 0.17808889219087964, "bench_spy_p1w": 0.010818393687175076, "bench_c_p1w": 0.015092940065235094, "ret_p1m": 0.06574678893514818, "ret_signed_p1m": 0.06574678893514818, "alpha_spy_p1m": 0.06797144175360237, "alpha_c_p1m": 0.059361340898355985, "bench_spy_p1m": -0.002224652818454187, "bench_c_p1m": 0.006385448036792196, "ret_p3m": 0.1842532884734831, "ret_signed_p3m": 0.1842532884734831, "alpha_spy_p3m": 0.22307675459035403, "alpha_c_p3m": 0.23499790988356473, "bench_spy_p3m": -0.03882346611687093, "bench_c_p3m": -0.050744621410081625, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06574678893514818, "alpha_spy_stated": 0.06797144175360237, "alpha_c_stated": 0.059361340898355985, "price_path": [-0.3912, -0.3782, -0.392, -0.3644, -0.3693, -0.3945, -0.3985, -0.3904, -0.4334, -0.4464, -0.4574, -0.4562, -0.414, -0.3994, -0.405, -0.4002, -0.3912, -0.414, -0.4131, -0.3937, -0.4042, -0.418, -0.4306, -0.4245, -0.4383, -0.4294, -0.4326, -0.4286, -0.4326, -0.457, -0.4237, -0.4034, -0.3762, -0.4058, -0.3746, -0.3385, -0.2695, -0.237, -0.2313, -0.2346, -0.2638, -0.2687, -0.2541, -0.2411, -0.2167, -0.164, -0.2005, -0.2029, -0.2005, -0.1583, -0.1388, -0.0942, -0.043, 0.0406, 0.0633, 0.0114, -0.0292, 0.0187, 0.0284, -0.0114, -0.026, -0.0106, -0.1031, 0.0, 0.0771, 0.043, 0.0649, 0.0795, 0.1932, 0.2216, 0.483, 0.2906, 0.3028, 0.3328, 0.2622, 0.1997, 0.1932, 0.155, 0.1972, 0.1372, 0.0852, 0.0154, 0.0511, 0.0511, 0.0657, 0.0032, 0.0333, 0.0552, 0.0381, 0.0552, 0.0487, 0.0268, 0.013, 0.0146, 0.0089, -0.0049, -0.0179, -0.0544, 0.0049, -0.0463, -0.026, -0.0568, -0.0731, -0.03, -0.039, -0.1323, -0.1055, 0.1778, 0.1867, 0.1518, 0.1234, 0.1347, 0.2313, 0.2634, 0.2102, 0.1607, 0.1583, 0.0739, 0.1364, 0.2151, 0.2094, 0.1372, 0.2979, 0.2987, 0.2188, 0.2078, 0.1843, 0.2216, 0.2143, 0.1709, 0.1769, 0.1997, 0.1372, 0.0942, 0.1729, 0.1445, 0.1104, 0.1299, 0.1339, 0.1607, 0.2265, 0.1851, 0.0373, 0.0641, 0.0373, 0.0812, 0.0138, -0.0244, -0.0544, -0.0536, -0.03, -0.0122, -0.0333, -0.0341, -0.0276, -0.0568, -0.0686, -0.026, 0.0032, -0.0154, -0.0276, -0.0357, -0.0511, -0.0365, -0.0284, -0.1112, -0.1258, -0.0998, -0.1291, -0.1445, -0.1291, -0.1437, -0.1291, -0.0682, -0.0625, -0.0804, -0.0365, -0.0365, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1983874187824378197", "ticker_idx": 0, "ts": "2025-10-30T12:30:39+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$QURE upside is so open ended though, helps even it out", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish QURE on open-ended upside despite ambiguity around efficacy review.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Empiricalcontra $QURE upside is so open ended though, helps even it out.", "reply_text": null, "parent_text": "@A_May_MD Hmm, abvx is a clean Bo. QURE gets approval, but ongoing review to ensure efficacy. Still some ambiguity if it’s actually effective = not a clean bo is my thinking.", "quoted_text": null, "parent_author": "Empiricalcontra", "ret_m1d": 0.040229821735701776, "ret_signed_m1d": 0.040229821735701776, "alpha_spy_m1d": 0.029109420867179825, "alpha_c_m1d": 0.042447519987134474, "bench_spy_m1d": 0.011120400868521951, "bench_c_m1d": -0.002217698251432698, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0025051306722119193, "ret_signed_p1d": -0.0025051306722119193, "alpha_spy_p1d": -0.005785261939018849, "alpha_c_p1d": -0.0021585819984376586, "bench_spy_p1d": 0.0032801312668069293, "bench_c_p1d": -0.0003465486737742607, "ret_p1w": -0.5946065431557721, "ret_signed_p1w": -0.5946065431557721, "alpha_spy_p1w": -0.5806029580496954, "alpha_c_p1w": -0.605971633569788, "bench_spy_p1w": -0.014003585106076688, "bench_c_p1w": 0.0113650904140159, "ret_p1m": -0.6084585992359812, "ret_signed_p1m": -0.6084585992359812, "alpha_spy_p1m": -0.609105754153227, "alpha_c_p1m": -0.6846192280650776, "bench_spy_p1m": 0.0006471549172457625, "bench_c_p1m": 0.07616062882909636, "ret_p3m": -0.6360153177014318, "ret_signed_p3m": -0.6360153177014318, "alpha_spy_p3m": -0.6619553760748236, "alpha_c_p3m": -0.7195425050313564, "bench_spy_p3m": 0.02594005837339175, "bench_c_p3m": 0.08352718732992459, "ret_p6m": -0.6952549348780702, "ret_signed_p6m": -0.6952549348780702, "alpha_spy_p6m": -0.7574296940439257, "alpha_c_p6m": -0.7066465762520152, "bench_spy_p6m": 0.062174759165855464, "bench_c_p6m": 0.011391641373944994, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.6084585992359812, "alpha_spy_stated": -0.609105754153227, "alpha_c_stated": -0.6846192280650776, "price_path": [-0.7982, -0.7971, -0.7937, -0.8012, -0.8018, -0.8043, -0.7919, -0.7893, -0.7849, -0.7675, -0.7616, -0.7692, -0.7741, -0.7719, -0.7709, -0.7686, -0.7709, -0.7673, -0.7679, -0.7604, -0.7594, -0.7493, -0.7439, -0.7387, -0.7355, -0.7431, -0.7423, -0.7424, -0.7504, -0.7571, -0.7814, -0.7868, -0.7913, -0.7828, -0.7956, -0.7962, -0.7987, -0.3, -0.2241, -0.1997, -0.1247, -0.1398, -0.1897, -0.1969, -0.1907, -0.2203, -0.1465, -0.1163, -0.062, -0.0929, -0.0861, -0.1312, -0.0741, -0.116, -0.1453, -0.0581, -0.0706, -0.1172, -0.1257, -0.1009, 0.0009, 0.0315, 0.0402, 0.0, -0.0025, -0.4947, -0.5514, -0.616, -0.5946, -0.5905, -0.6146, -0.5455, -0.5561, -0.5529, -0.5597, -0.5531, -0.5622, -0.5881, -0.5889, -0.5902, -0.5906, -0.588, -0.5928, -0.5946, -0.6085, -0.6269, -0.6245, -0.6649, -0.6857, -0.6792, -0.6938, -0.7032, -0.709, -0.7125, -0.6989, -0.6774, -0.6606, -0.6474, -0.6465, -0.6319, -0.6437, -0.6288, -0.6344, -0.6381, -0.6496, -0.6474, -0.6553, -0.6665, -0.6712, -0.6599, -0.6589, -0.6269, -0.6605, -0.6832, -0.6706, -0.6761, -0.6634, -0.6699, -0.6796, -0.6656, -0.6304, -0.6276, -0.6409, -0.6608, -0.6514, -0.6652, -0.636, -0.5903, -0.6073, -0.6387, -0.622, -0.6161, -0.6359, -0.6447, -0.6704, -0.6979, -0.6795, -0.6547, -0.6404, -0.6547, -0.6395, -0.6459, -0.6335, -0.7478, -0.7697, -0.8453, -0.8669, -0.8668, -0.8431, -0.7897, -0.7349, -0.7309, -0.7412, -0.7504, -0.7711, -0.7651, -0.7698, -0.7829, -0.7751, -0.7629, -0.7654, -0.7763, -0.7589, -0.7701, -0.7823, -0.7829, -0.7591, -0.7511, -0.7471, -0.7437, -0.7474, -0.7658, -0.7598, -0.7734, -0.7359, -0.7482, -0.7458, -0.7523, -0.7409, -0.7342, -0.7429, -0.738, -0.7415, -0.7343, -0.7362, -0.734, -0.7535, -0.706, -0.7181, -0.6953]}
{"unit_id": "thread:1963577673894023577", "ticker_idx": 0, "ts": "2025-09-04T12:19:33+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR valuation at these levels continues to make absolutely zero sense to me. $12B of $SNY's valuation just evaporated, but those atopic derm patients who need different MoAs didn't go anywhere. Even just 1/10th of that $12B of \"disappeared value\" going to $NKTR would be >200% upside", "tweet_type": "analysis", "timeline": "days", "summary": "Long NKTR as biggest beneficiary of SNY amlitelimab P3 disappointment; NKTR ~$500M mkt cap unjustified vs SNY losing $12B on competing drug failure.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "HUGE news for $NKTR this morning - $SNY Amlitelimab P3 AtD data are a borderline flop.  This was the competitor drug that $NKTR bears were worried about.\n\n$SNY is down $12B in the premarket on the data, while $NKTR sits with a tiny ~$500M valuation and what *might* now be the superior drug.\n\n---\n\n$NKTR $SNY - What happened?  $SNY's amlitelimab in P2 had a 29% EASI75 delta, which compared favorably to the ~27% delta that $NKTR showed in P2.  However, in P3, $SNY's EASI75 delta plummeted to only 15% in the Q4W arm (same dosing as the P2) and 20% in the Q12W arm.\n\nOn top of the worse efficacy deltas, the P3 read out at 24 weeks instead of 16 weeks in the P2.  Normally the efficacy delta is expected to increase through 24 weeks, so with the efficacy getting worse even at a longer timepoint, it appears that $SNY's P2 had dramatically overestimated Amlitelimab's efficacy.\n\n$NKTR is by far the clearest/biggest beneficiary of this outcome.  They are \"fighting\" for the patients who have tried and failed IL-4/13 drugs (though as I have previously covered this is a WAY larger population than people realize).  Amlitelimab was CLEARLY their biggest competitor in this space, and now all $NKTR has to do is repeat their P2 data at 16 weeks at a 24 week endpoint, and they'd have a great argument for a superior drug.  In fact, they'd have the *best* drug for IL4/13 r/r patients, which is *without a doubt* a multi-billion dollar market. \n\nSee attached the data comparisons of Rezpeg versus Amlitelimab\n\n---\n\nAgain, $SNY is down ~$12B right now on this disappointing P3 hit (not even a failed trial!  Just worse than expected).  ***This is nearly 24x $NKTR's entire market cap!***\n\nWhy is $NKTR still at a ~$500M market cap sitting on the only phase-3 ready AtD drug with a unique MoA and significant evidence of a potentially better efficacy profile?\n\n$NKTR valuation at these levels continues to make absolutely zero sense to me.  $12B of $SNY's valuation just evaporated, but those atopic derm patients who need different MoAs didn't go anywhere.  Even just 1/10th of that $12B of \"disappeared value\" going to $NKTR would be >200% upside for $NKTR...just 1/10th of $SNY's lost amlitelimab value!\n\n---\n\nIMO $NKTR should be up huge today.\n\n---\n\n$SNY loses &gt;$10,000,00M\n\n$NKTR gains ~$70M. \n\nOk. https://t.co/7LwM49EXhG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.20650362422750523, "ret_signed_m1d": -0.20650362422750523, "alpha_spy_m1d": -0.19821566356038045, "alpha_c_m1d": -0.20271992823326745, "bench_spy_m1d": -0.008287960667124783, "bench_c_m1d": -0.003783695994237779, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11673154019941379, "ret_signed_p1d": 0.11673154019941379, "alpha_spy_p1d": 0.11962773458060272, "alpha_c_p1d": 0.11331158109900685, "bench_spy_p1d": -0.0028961943811889324, "bench_c_p1d": 0.003419959100406933, "ret_p1w": 0.31183994895642364, "ret_signed_p1w": 0.31183994895642364, "alpha_spy_p1w": 0.2987296877446748, "alpha_c_p1w": 0.29517677269429377, "bench_spy_p1w": 0.013110261211748853, "bench_c_p1w": 0.016663176262129875, "ret_p1m": 0.6828793776381765, "ret_signed_p1m": 0.6828793776381765, "alpha_spy_p1m": 0.6490712708607831, "alpha_c_p1m": 0.6242872576144494, "bench_spy_p1m": 0.03380810677739343, "bench_c_p1m": 0.05859212002372716, "ret_p3m": 0.5878266202046853, "ret_signed_p3m": 0.5878266202046853, "alpha_spy_p3m": 0.5313406573450699, "alpha_c_p3m": 0.4542368789797535, "bench_spy_p3m": 0.05648596285961549, "bench_c_p3m": 0.13358974122493184, "ret_p6m": 0.9649804849288179, "ret_signed_p6m": 0.9649804849288179, "alpha_spy_p6m": 0.9232061323538487, "alpha_c_p6m": 0.8440347060201141, "bench_spy_p6m": 0.0417743525749692, "bench_c_p6m": 0.12094577890870384, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.31183994895642364, "alpha_spy_stated": 0.2987296877446748, "alpha_c_stated": 0.29517677269429377, "price_path": [-0.6873, -0.7207, -0.7207, -0.7557, -0.6845, -0.7346, -0.7565, -0.7613, -0.7429, -0.7574, -0.7607, -0.7635, -0.7349, -0.3205, -0.1907, -0.1751, -0.284, -0.2818, -0.3166, -0.2904, -0.3118, -0.3477, -0.3683, -0.3508, -0.3024, -0.3049, -0.3216, -0.3385, -0.3291, -0.2588, -0.3068, -0.311, -0.3196, -0.3052, -0.3168, -0.3052, -0.3427, -0.3633, -0.3866, -0.3974, -0.3619, -0.3533, -0.373, -0.376, -0.3955, -0.3591, -0.3755, -0.3441, -0.2852, -0.2582, -0.2424, -0.2376, -0.2574, -0.251, -0.2218, -0.2487, -0.2457, -0.2001, -0.1862, -0.1845, -0.1701, -0.1915, -0.2065, 0.0, 0.1167, 0.2321, 0.3499, 0.3391, 0.3118, 0.353, 0.3621, 0.3866, 0.4194, 0.6331, 0.5325, 0.6367, 0.6565, 0.6768, 0.5459, 0.6259, 0.6376, 0.5814, 0.6356, 0.6815, 0.6829, 0.6656, 0.612, 0.572, 0.5464, 0.5103, 0.5953, 0.5864, 0.5812, 0.5275, 0.6056, 0.7507, 0.6504, 0.7171, 0.7688, 0.6704, 0.739, 0.6932, 0.6573, 0.7454, 0.8046, 0.6654, 0.557, 0.5081, 0.532, 0.5556, 0.6112, 0.647, 0.6028, 0.4994, 0.5753, 0.6559, 0.6445, 0.6773, 0.5317, 0.5086, 0.6298, 0.6773, 0.8257, 0.8124, 0.6984, 0.5245, 0.5878, 0.6034, 0.5814, 0.592, 0.6337, 0.6048, 0.4208, 0.5203, 0.4814, 0.3663, 0.2626, 0.2229, 0.3018, 0.2084, 0.2357, 0.2212, 0.2365, 0.1876, 0.1645, 0.1751, 0.2068, 0.236, 0.1943, 0.2093, 0.1518, 0.1037, 0.0775, 0.0167, 0.0031, -0.0172, 0.0472, 0.0069, 0.0261, 0.0153, 0.0314, 0.0334, 0.057, -0.0019, -0.0208, 0.0375, 0.0595, 0.08, 0.0461, -0.0239, 0.0231, 0.0303, 0.5564, 0.8441, 0.9733, 0.9825, 1.0517, 1.0339, 1.0528, 1.0492, 1.0461, 0.9016, 0.9558, 0.8316, 0.9172, 0.8999, 0.893, 0.9764, 1.0136, 0.965]}
{"unit_id": "quote:1972743142802674023", "ticker_idx": 0, "ts": "2025-09-29T19:19:51+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if this doesn't play out in $NKTR's favor, what are we even doing here?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: internal LLY emails suggest major damages/settlement should go to NKTR; author implies a win is highly warranted.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "If all this $LLY internal email stuff is true, it would be INSANE to me that $NKTR wouldn’t get awarded major damages/settlement here.  Like, blatantly ethically *wrong*. \n\nI guess you can’t ever 100% count on legal stuff, sort of like biology…but wow…if this doesn’t play out in $NKTR’s favor, what are we even doing here?", "reply_text": null, "parent_text": null, "quoted_text": "Earlier I mentioned $lly $nktr internal documents and emails If anyone wants to check  \n- Exs. 15-18, 25, 44-45, 49 in trial brief references,\n- Depositions (Kotzin, Do, Franke, Zalevsky on data concerns)\n- JSC minutes (Ex 3 in Moorman Decl)\nFindings are as follows:\n- $lly", "parent_author": null, "ret_m1d": -0.007128278716863168, "ret_signed_m1d": -0.007128278716863168, "alpha_spy_m1d": -0.004325708408270734, "alpha_c_m1d": -0.004184980014502848, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.0029432987023603197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034283718700641064, "ret_signed_p1d": -0.034283718700641064, "alpha_spy_p1d": -0.03805055345599939, "alpha_c_p1d": -0.05834560451093185, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": 0.024061885810290784, "ret_p1w": 0.017141924093996508, "ret_signed_p1w": 0.017141924093996508, "alpha_spy_p1w": 0.005193445988706191, "alpha_c_p1w": -0.04334379265347055, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": 0.060485716747467055, "ret_p1m": 0.03394433235156025, "ret_signed_p1m": 0.03394433235156025, "alpha_spy_p1m": -0.0012834497400673328, "alpha_c_p1m": -0.03632799976883416, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.07027233212039441, "ret_p3m": -0.27477934707815677, "ret_signed_p3m": -0.27477934707815677, "alpha_spy_p3m": -0.3142599443045542, "alpha_c_p3m": -0.4261664145207511, "bench_spy_p3m": 0.03948059722639741, "bench_c_p3m": 0.15138706744259434, "ret_p6m": 0.22114730455243858, "ret_signed_p6m": 0.22114730455243858, "alpha_spy_p6m": 0.2356678345112142, "alpha_c_p6m": 0.13329149131672002, "bench_spy_p6m": -0.014520529958775619, "bench_c_p6m": 0.08785581323571856, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03394433235156025, "alpha_spy_stated": -0.0012834497400673328, "alpha_c_stated": -0.03632799976883416, "price_path": [-0.5614, -0.5827, -0.5667, -0.5798, -0.6017, -0.6142, -0.6035, -0.574, -0.5755, -0.5857, -0.5961, -0.5903, -0.5474, -0.5767, -0.5793, -0.5845, -0.5757, -0.5828, -0.5757, -0.5986, -0.6112, -0.6254, -0.632, -0.6103, -0.6051, -0.6171, -0.619, -0.6309, -0.6086, -0.6186, -0.5995, -0.5635, -0.547, -0.5373, -0.5345, -0.5465, -0.5426, -0.5248, -0.5412, -0.5394, -0.5115, -0.5031, -0.502, -0.4932, -0.5063, -0.5154, -0.3893, -0.3181, -0.2476, -0.1757, -0.1823, -0.1989, -0.1738, -0.1682, -0.1533, -0.1332, -0.0027, -0.0642, -0.0005, 0.0115, 0.0239, -0.056, -0.0071, 0.0, -0.0343, -0.0012, 0.0268, 0.0277, 0.0171, -0.0156, -0.0401, -0.0557, -0.0777, -0.0258, -0.0312, -0.0345, -0.0672, -0.0195, 0.0691, 0.0078, 0.0485, 0.0801, 0.02, 0.0619, 0.0339, 0.0121, 0.0659, 0.102, 0.017, -0.0492, -0.0791, -0.0645, -0.0501, -0.0161, 0.0058, -0.0212, -0.0844, -0.038, 0.0112, 0.0042, 0.0243, -0.0647, -0.0788, -0.0048, 0.0243, 0.1149, 0.1068, 0.0372, -0.0691, -0.0304, -0.0209, -0.0343, -0.0278, -0.0024, -0.02, -0.1324, -0.0716, -0.0954, -0.1656, -0.229, -0.2532, -0.205, -0.2621, -0.2454, -0.2542, -0.2449, -0.2748, -0.2889, -0.2824, -0.2631, -0.2452, -0.2707, -0.2615, -0.2967, -0.326, -0.342, -0.3792, -0.3875, -0.3999, -0.3605, -0.3851, -0.3734, -0.38, -0.3702, -0.369, -0.3545, -0.3905, -0.4021, -0.3664, -0.353, -0.3405, -0.3612, -0.4039, -0.3753, -0.3708, -0.0496, 0.1261, 0.205, 0.2106, 0.2529, 0.242, 0.2536, 0.2514, 0.2495, 0.1612, 0.1943, 0.1185, 0.1707, 0.1602, 0.156, 0.2069, 0.2296, 0.1999, 0.1736, 0.2232, 0.2446, 0.1942, 0.2432, 0.2256, 0.2739, 0.242, 0.2702, 0.2257, 0.2617, 0.2383, 0.2234, 0.2045, 0.1653, 0.1074, 0.2211]}
{"unit_id": "reply:1962289568360665102", "ticker_idx": 0, "ts": "2025-08-31T23:01:05+00:00", "symbol": "Eli Lilly", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lilly is running actual H2H *trials* instead of 'real world' data p-hacking, becuase Lilly knows they have the better drug (and the *trial* data back that up)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Lilly: running rigorous H2H trials, has the superior drug backed by trial data vs competitor's p-hacked real-world data.", "resolved_tickers": ["LLY"], "resolution_method": "exchange_ticker", "resolution_reason": "Eli Lilly and Company, NYSE: LLY", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@avidresearch Meanwhile Lilly is running actual H2H *trials* instead of “real world” data p-hacking, becuase Lilly knows they have the better drug (and the *trial* data back that up).", "reply_text": null, "parent_text": "@A_May_MD Humiliating to put data with that short of a median follow up in a CV indication. How did their statisticians sign-off on this ?", "quoted_text": null, "parent_author": "avidresearch", "ret_m1d": -0.003550092087161283, "ret_signed_m1d": -0.003550092087161283, "alpha_spy_m1d": -0.011015666562042559, "alpha_c_m1d": -0.011015666562042559, "bench_spy_m1d": 0.007465574474881276, "bench_c_m1d": 0.007465574474881276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003590969660248078, "ret_signed_p1d": 0.003590969660248078, "alpha_spy_p1d": -0.0018286728862302315, "alpha_c_p1d": -0.0018286728862302315, "bench_spy_p1d": 0.005419642546478309, "bench_c_p1d": 0.005419642546478309, "ret_p1w": 0.020974199327221887, "ret_signed_p1w": 0.020974199327221887, "alpha_spy_p1w": 0.00526195873248958, "alpha_c_p1w": 0.00526195873248958, "bench_spy_p1w": 0.015712240594732307, "bench_c_p1w": 0.015712240594732307, "ret_p1m": 0.12273015804687959, "ret_signed_p1m": 0.12273015804687959, "alpha_spy_p1m": 0.07582292530595436, "alpha_c_p1m": 0.07582292530595436, "bench_spy_p1m": 0.04690723274092523, "bench_c_p1m": 0.04690723274092523, "ret_p3m": 0.44104740688943944, "ret_signed_p3m": 0.44104740688943944, "alpha_spy_p3m": 0.3756280901190914, "alpha_c_p3m": 0.3756280901190914, "bench_spy_p3m": 0.06541931677034807, "bench_c_p3m": 0.06541931677034807, "ret_p6m": 0.3693348793398321, "ret_signed_p6m": 0.3693348793398321, "alpha_spy_p6m": 0.29313333649106643, "alpha_c_p6m": 0.29313333649106643, "bench_spy_p6m": 0.07620154284876568, "bench_c_p6m": 0.07620154284876568, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12273015804687959, "alpha_spy_stated": 0.07582292530595436, "alpha_c_stated": 0.07582292530595436, "price_path": [0.014, 0.019, 0.0394, 0.0392, 0.0449, 0.0501, 0.0955, 0.0975, 0.1021, 0.112, 0.0961, 0.0739, 0.0655, 0.0352, 0.0459, 0.056, 0.0753, 0.0791, 0.0524, 0.058, 0.0531, 0.0576, 0.0595, 0.0489, 0.0554, 0.068, 0.0731, 0.0763, 0.0849, 0.0474, 0.0719, 0.0335, 0.0474, 0.0344, 0.0538, 0.0843, 0.0931, 0.103, 0.0968, 0.0355, 0.0316, 0.0044, 0.0346, 0.0437, 0.0396, 0.013, -0.1302, -0.1509, -0.1379, -0.1322, -0.1036, -0.0711, -0.0462, -0.0505, -0.0435, -0.0405, -0.0345, -0.032, -0.0542, 0.0011, -0.0014, -0.0044, -0.0036, 0.0, 0.0036, 0.0105, -0.0109, 0.0047, 0.021, 0.0264, 0.0287, 0.0275, 0.0177, 0.0402, 0.0339, 0.0377, 0.0229, 0.0269, 0.016, 0.0091, -0.028, -0.0145, -0.0118, 0.0378, 0.1227, 0.1152, 0.1424, 0.1494, 0.1475, 0.1503, 0.1634, 0.1337, 0.1145, 0.105, 0.1243, 0.1145, 0.092, 0.1003, 0.0876, 0.1051, 0.1168, 0.1228, 0.1241, 0.1155, 0.1066, 0.1487, 0.1737, 0.2195, 0.2335, 0.2593, 0.2751, 0.2573, 0.3148, 0.3447, 0.3844, 0.3913, 0.3966, 0.3917, 0.4031, 0.4298, 0.4212, 0.4435, 0.4578, 0.5119, 0.5043, 0.465, 0.441, 0.425, 0.4079, 0.3819, 0.3762, 0.3589, 0.338, 0.3535, 0.375, 0.3997, 0.4469, 0.4361, 0.4191, 0.4397, 0.4595, 0.4664, 0.4598, 0.4671, 0.4681, 0.4694, 0.4708, 0.4639, 0.4717, 0.4187, 0.4494, 0.5094, 0.4782, 0.4488, 0.4725, 0.4673, 0.462, 0.4071, 0.4145, 0.4184, 0.4691, 0.4812, 0.4498, 0.4477, 0.416, 0.3946, 0.3951, 0.4128, 0.4223, 0.3669, 0.5081, 0.3906, 0.4414, 0.423, 0.3962, 0.3829, 0.4143, 0.419, 0.4137, 0.3925, 0.3961, 0.3775, 0.4444, 0.422, 0.4038, 0.3945, 0.4354, 0.389, 0.375, 0.3693]}
{"unit_id": "orig:1958896303154372793", "ticker_idx": 0, "ts": "2025-08-22T14:17:27+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The #GreatBioRotation could potentially finally be happening 🙏🏻", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish biotech rotation into $XBI and $BBC, aided by expected 10y yield drop to 3-handle by fall.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "The #GreatBioRotation could potentially finally be happening 🙏🏻 \n\n3 handle on the 10y fields by fall 🙏🏻 🙏🏻 🙏🏻 \n\n$XBI $BBC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010998687346081892, "ret_signed_m1d": -0.010998687346081892, "alpha_spy_m1d": 0.0041258802358405955, "alpha_c_m1d": 0.0041258802358405955, "bench_spy_m1d": -0.015124567581922488, "bench_c_m1d": -0.015124567581922488, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023427255418097537, "ret_signed_p1d": -0.023427255418097537, "alpha_spy_p1d": -0.01902613975220291, "alpha_c_p1d": -0.01902613975220291, "bench_spy_p1d": -0.004401115665894628, "bench_c_p1d": -0.004401115665894628, "ret_p1w": -0.011768661989889684, "ret_signed_p1w": -0.011768661989889684, "alpha_spy_p1w": -0.011365674257585945, "alpha_c_p1w": -0.011365674257585945, "bench_spy_p1w": -0.00040298773230373897, "bench_c_p1w": -0.00040298773230373897, "ret_p1m": 0.06464283678095528, "ret_signed_p1m": 0.06464283678095528, "alpha_spy_p1m": 0.034054786447844876, "alpha_c_p1m": 0.034054786447844876, "bench_spy_p1m": 0.030588050333110406, "bench_c_p1m": 0.030588050333110406, "ret_p3m": 0.2523333987681249, "ret_signed_p3m": 0.2523333987681249, "alpha_spy_p3m": 0.23834148109161402, "alpha_c_p3m": 0.23834148109161402, "bench_spy_p3m": 0.013991917676510868, "bench_c_p3m": 0.013991917676510868, "ret_p6m": 0.4256918887049359, "ret_signed_p6m": 0.4256918887049359, "alpha_spy_p6m": 0.3544358350431125, "alpha_c_p6m": 0.3544358350431125, "bench_spy_p6m": 0.07125605366182342, "bench_c_p6m": 0.07125605366182342, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06464283678095528, "alpha_spy_stated": 0.034054786447844876, "alpha_c_stated": 0.034054786447844876, "price_path": [-0.1284, -0.1307, -0.1279, -0.1337, -0.1151, -0.1291, -0.1065, -0.0944, -0.0929, -0.092, -0.0733, -0.0732, -0.0621, -0.0721, -0.0722, -0.0806, -0.0831, -0.0971, -0.0909, -0.094, -0.0951, -0.0781, -0.0841, -0.0796, -0.087, -0.0879, -0.0862, -0.0674, -0.0625, -0.0807, -0.0683, -0.0335, -0.0279, -0.0429, -0.0291, -0.0551, -0.0341, -0.0308, -0.0511, -0.0555, -0.0461, -0.0297, -0.0377, -0.0364, -0.0478, -0.0559, -0.0515, -0.0579, -0.0549, -0.0451, -0.0448, -0.0527, -0.0616, -0.0604, -0.0634, -0.044, -0.0154, -0.0148, -0.0026, -0.0078, -0.0233, -0.0187, -0.011, 0.0, -0.0234, -0.0112, -0.0069, -0.0069, -0.0118, 0.0216, 0.03, 0.028, 0.05, 0.0386, 0.0447, 0.0328, 0.0526, 0.0352, 0.0276, 0.031, 0.0313, 0.0634, 0.0515, 0.0705, 0.0646, 0.072, 0.0546, 0.0776, 0.0936, 0.1024, 0.1155, 0.1287, 0.1398, 0.1402, 0.1407, 0.16, 0.1719, 0.1551, 0.1582, 0.1565, 0.1923, 0.1872, 0.186, 0.2121, 0.2054, 0.1807, 0.1834, 0.1925, 0.2277, 0.2322, 0.2208, 0.2312, 0.24, 0.2087, 0.1886, 0.2015, 0.2024, 0.1988, 0.2112, 0.2543, 0.2554, 0.2312, 0.2543, 0.2633, 0.2672, 0.2597, 0.2523, 0.2834, 0.3156, 0.3353, 0.3516, 0.355, 0.3186, 0.3033, 0.3403, 0.356, 0.3577, 0.3605, 0.3333, 0.3428, 0.3534, 0.3547, 0.3515, 0.3423, 0.3306, 0.3203, 0.358, 0.3898, 0.3786, 0.3941, 0.3796, 0.362, 0.343, 0.3459, 0.3414, 0.3262, 0.3477, 0.3956, 0.3655, 0.3743, 0.368, 0.3671, 0.3999, 0.3726, 0.3707, 0.383, 0.4149, 0.4523, 0.4133, 0.4113, 0.4187, 0.3901, 0.399, 0.377, 0.4057, 0.409, 0.383, 0.3325, 0.3854, 0.392, 0.3835, 0.3759, 0.3597, 0.3562, 0.3757, 0.3864, 0.399, 0.3773, 0.4015, 0.4257]}
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{"unit_id": "quote:1990432588457009606", "ticker_idx": 0, "ts": "2025-11-17T14:51:24+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It is entirely plausible that AMT-130 could affect only the tiny portion of the deep brain where HD occurs...This is an error of our ability to MEASURE the disease, not necessarily our ability to TREAT it...both doses of $QURE saw lowering of NfL in a dose-dependent manner...8% reduction of NfL over a period of time where would would expect to to go *up* likely by 30% or more over that period of time should not be ignored", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish QURE: rebuts bear case on AMT-130; argues striatal-targeted mechanism is sound, dose-dependent NfL lowering is meaningful evidence of efficacy, and propensity matching is valid.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "First of all, props to the author of this first time biotech write up on $QURE.  It takes a lot of time and courage to put your stuff out there, but it is an unrivaled way to learn.\n\nNow, there are several things I disagree with in the article, so I'll do my part and perhaps contribute to some of that learning (as I trust others will continue to do for me).\n\n1⃣ One big thing the author already corrected in the article was the narrative that $QURE has hidden sham-controlled data or designed this study in a misleading way.  This is not the case whatsoever, but I have seen the sentiment pop up several times elsewhere as well.  This is key to understand: The FDA guided $QURE on the path to changing this signal finding study that was set to have only a 1 year sham controlled period to turn it into a registrational study.  $QURE has not hidden the sham data...they just aren't useful because the sham was only ever run for 1 year.  You can critique the company's move to turn this into a registrational trial all you want...THEY DID IT WITH AGREEMENT FROM THE FDA.  What more do you want from them?  Should they have raised their own bar?  If you are going to blame anyone here, it is 100% on the FDA, not $QURE.\n\n2⃣ There is a big (and common) misunderstanding around mHTT reduction.  The point posed in the article (and by other bears) essentially says:\n\n\"mHTT was reduced by 40% in the Tominersen HD study, and that drug failed.  $QURE hasn't even shown mHTT reduction.  The drug therefore can't work if it doesn't even reduce the target mutant protein as much as a failed drug did.\"\n\n Here is the main issue with this line of thought.  mHTT is made throughout the entire brain, but it only *needs* to be targeted in the striatum, deep within the center of the brain.\n↪️Tominersen was delivered throughout the entire brain, reducing mHTT everywhere\n↪️AMT-130 is delivered only in the striatum, located deep in the middle of the brain.\n↪️ The tests to measure mHTT are VERY noisy, and they CANNOT measure mHTT from specific brain regions.  So you can only measure mHTT from EVERYWHERE, not from where it matters (in the tiny striatum).\n\nThis means that a drug (like Tominersen) that hits mHTT EVERYWHERE in the brain can show big mHTT reductions in the CSF.  However, a drug like AMT-130 that is only delivered a very tiny portion of the \"deep brain\" will only hit mHTT in that area...the rest of the brain will continue to make tons of mHTT, and the CSF tests for mHTT will show very little change, if any.\n\nNow, HD is principally a disease of the striatum.  The striatum is where you NEED to be lowering mHTT (*especially* the ultra toxic Exon-1 fragments which are primarily produced in the striatum but not elsewhere).  \n\nSo, the striatum is where you need your drug to work...AMT-130 is directly injected into it.  Tominersen, a giant olionucleotide molecule, was infused into the CSF and had barely any (if any at all) penetration into the striatum...which is where the disease is actually being caused.  So what if it lowered mHTT elsewhere in the brain? \n\nThe point:  Tominersen showed mHTT reductions and AMT-130 didn't.  Sure, but this means essentially nothing, as AMT-130 reaches the part of the brain where it is needed and tominersen didn't.  Instead, tominersen hit the rest of the brain, significantly lowering mHTT...but not the mHTT that is actually causing the disease!  Tomi didn't even reach that part of the brain...   \n\nIt is entirely plausible that AMT-130 could affect only the tiny portion of the deep brain where HD occurs and show almost no effect on overall mHTT levels...because, again, the rest of the brain that is minimally affected by mHTT will just keep expressing the protein and keep the levels high.  This is an error of our ability to MEASURE the disease, not necessarily our ability to TREAT it.\n\n3⃣ I reject the premise that the $QURE propensity score matching was \"cherry picked\".  The ENROLL-HD study they matched from had nearly 20,000 patients in it.  For the 12 patients in their trial they matched to 940 patients, or roughly 78 natural history patients per trial patient.  That means that each patient was \"matched\" based on their background/baseline characteristics to <0.4% of the patients in the ENROLL-HD study...This is how propensity matching is supposed to work.  If you want to criticize their approach, I'd go after using a database without baseline brain MRI data.  But to take a trial patient and only find their characteristics to be consistent with a small ~78 patient sliver from a 20,000 patient sample...that's how this is supposed to work, not suggestive of cherry picking.\n\n4⃣ Let's examine this segment of the article:\n\n\"\"\"these numbers just feel too convenient for me. a 75% difference...how wonderful.\n\nif the propensity score model was correctly specified, treated and untreated patients should have similar baseline disease severity. but does a precisely 4-fold difference in disease progression rate make sense for patients matched on baseline characteristics? i doubt it. it suggests either:\n\n-model misspecification: propensity score doesn't adequately balance unmeasured confounders. disease progression rate in early manifest HD is heritable, depends on CAG length, and varies by population.\n\n-baseline selection bias: treated patients may have been enrolled at an earlier stage of disease progression, or with slower progressing genetic backgrounds.\n\n-health profile bias: patients who tolerate brain surgery better may simply be healthier overall and decline slower for reasons unrelated to the drug.\"\"\"\n\nWell, the author left out one possible explanation for why the study showed that treated patients did better than the natural history studies, and it's an important one...MAYBE IT WAS BECAUSE THE DRUG ACTUALLY WORKS!!!\n\nThis portion of the article reeks of a conclusion in search of an explanation.  Failing to even consider the possibility that a drug that knocks down a disease-causing protein exclusively in the portion of the brain where the disease occurs could actually be working...not good analysis.  \n\nThere are plenty of career-long HD experts who think this natural history comp is a strong sign of activity...they aren't idiots.  It behooves us to consider that this drug is actually working, especially given the above discussion about how endpoints like mHTT lowering could be totally useless even in a drug that is effective.  Coming to a conclusion and working backwards to support it is not good practice for anything, but especially in biotech investing.\n\n5⃣  There's a section here that compares Tominersen's 40% mHTT lowering with $QURE's 8% NfL lowering and determines that if 40% on mHTT wasn't good for Tomi, then 8% for NfL can't be good for $QURE.\n\nThis part is off the tracks a little - that's a totally irrelevant and useless comparison to draw any attention to between two unrelated labs. \n\nHowever, there is a useful point to make here on mHTT and NfL (neurofilament light chain - a marker of brain degradation - higher NfL is WORSE)...\n\n➡️Tominersen lowered mHTT by 40% (again, because it hit mHTT all throughout the brain, likely except for the striatum where it's needed).  But patients got worse, not better...and tominersen saw NfL levels RISE in the study!\n➡️$QURE is not seeing mHTT lowering (again, because they're only hitting it in the tiny portion of the brain that matters, allowing the rest of the brain to keep making it)...and $QURE showed dose-dependent LOWERING of NfL over the course of 3 years.  This is highly unexpected, as Huntington's patients are expected to have NfL rise consistently over time - especially over 3 years...but both doses of $QURE saw lowering of NfL in a dose-dependent manner...\n\nSo...\n↪️the drug that DOESN'T hit the striatum where the disease occurs (Tominersen) DID measurably lower mHTT, but saw NfL RISE...because they were hitting mHTT in the wrong places.  The drug showed no sign of clinical benefit.\n↪️the drug that DOES hit the striatum where the disease occurs (AMT-130) DID NOT measurably lower mHTT, but saw NfL LOWER...*maybe* because they're actually hitting mHTT where they need to, and preventing brain degeneration as a result...\n\n8% reduction of NfL over a period of time where would would expect to to go *up* likely by 30% or more over that period of time should not be ignored.  This is a direct marker of brain degeneration, and unlike clinical endpoints, is not highly susceptible to open label biases (I don't think patients are likely to be able to reduce the NfL levels in their brain via placebo effect)...\n\nThis part seems pretty simple to me:\n...the drug (tominersen) that lowers the LAB MEASUREMENT of mHTT but not the striatial measurement of mHTT made patients worse and NfL levels showed that\n...the drug (AMT-130) that does not lower the lab measurement of mHTT but might lower the STRIATAL measurement of mHTT seems to be making patients better, and NfL levels show that...\n\nAnyway, again, props to the author of the article.  Great way to learn and IMO they will go far if they keep it up.", "reply_text": null, "parent_text": null, "quoted_text": "$QURE thank you for the patience everyone, had to learn how to use substack. my first ever write up on uniQure and their HD asset AMT-130 is live now!\n\n https://t.co/z40kO8lAMz https://t.co/Xiki2FaGYj", "parent_author": null, "ret_m1d": -0.014836820444161347, "ret_signed_m1d": -0.014836820444161347, "alpha_spy_m1d": -0.024240778500955296, "alpha_c_m1d": -0.015693793132607103, "bench_spy_m1d": 0.009403958056793948, "bench_c_m1d": 0.0008569726884457562, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020441834513451607, "ret_signed_p1d": -0.020441834513451607, "alpha_spy_p1d": -0.012044281169656723, "alpha_c_p1d": -0.026308684347169153, "bench_spy_p1d": -0.008397553343794883, "bench_c_p1d": 0.005866849833717547, "ret_p1w": -0.08407514815281802, "ret_signed_p1w": -0.08407514815281802, "alpha_spy_p1w": -0.08867201215653375, "alpha_c_p1w": -0.10754254748768799, "bench_spy_p1w": 0.004596864003715728, "bench_c_p1w": 0.023467399334869965, "ret_p1m": -0.2406857650980354, "ret_signed_p1m": -0.2406857650980354, "alpha_spy_p1m": -0.24929364094064277, "alpha_c_p1m": -0.25446295260475504, "bench_spy_p1m": 0.00860787584260736, "bench_c_p1m": 0.013777187506719635, "ret_p3m": -0.19551600132187497, "ret_signed_p3m": -0.19551600132187497, "alpha_spy_p3m": -0.22681152689792283, "alpha_c_p3m": -0.23658171872232547, "bench_spy_p3m": 0.03129552557604787, "bench_c_p3m": 0.04106571740045051, "ret_p6m": -0.188921844927462, "ret_signed_p6m": -0.188921844927462, "alpha_spy_p6m": -0.30880206372202845, "alpha_c_p6m": -0.16693084450998075, "bench_spy_p6m": 0.11988021879456645, "bench_c_p6m": -0.021991000417481255, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2406857650980354, "alpha_spy_stated": -0.24929364094064277, "alpha_c_stated": -0.25446295260475504, "price_path": [-0.4946, -0.4896, -0.4873, -0.4824, -0.4873, -0.4794, -0.4807, -0.4639, -0.4616, -0.4392, -0.427, -0.4154, -0.4082, -0.4253, -0.4233, -0.4237, -0.4415, -0.4565, -0.5109, -0.5229, -0.5331, -0.514, -0.5427, -0.544, -0.5496, 0.5661, 0.7359, 0.7906, 0.9585, 0.9245, 0.8131, 0.7969, 0.8107, 0.7445, 0.9097, 0.9773, 1.0986, 1.0295, 1.0448, 0.9439, 1.0715, 0.9779, 0.9123, 1.1075, 1.0795, 0.9753, 0.9561, 1.0115, 1.2394, 1.3079, 1.3274, 1.2374, 1.2318, 0.1306, 0.0036, -0.1408, -0.093, -0.0837, -0.1378, 0.0168, -0.0069, 0.0003, -0.0148, 0.0, -0.0204, -0.0785, -0.0801, -0.0831, -0.0841, -0.0781, -0.089, -0.093, -0.124, -0.1652, -0.1599, -0.2502, -0.2967, -0.2822, -0.3149, -0.336, -0.3488, -0.3567, -0.3264, -0.2783, -0.2407, -0.211, -0.209, -0.1764, -0.2028, -0.1695, -0.182, -0.1902, -0.216, -0.211, -0.2288, -0.2539, -0.2644, -0.239, -0.2367, -0.1652, -0.2404, -0.2911, -0.2631, -0.2753, -0.247, -0.2615, -0.2832, -0.2519, -0.1731, -0.1668, -0.1965, -0.241, -0.2201, -0.2509, -0.1856, -0.0834, -0.1213, -0.1916, -0.1543, -0.1411, -0.1853, -0.2051, -0.2624, -0.3241, -0.2829, -0.2275, -0.1955, -0.2275, -0.1934, -0.2077, -0.18, -0.4357, -0.4847, -0.6538, -0.7023, -0.7019, -0.6489, -0.5295, -0.4069, -0.398, -0.421, -0.4415, -0.488, -0.4744, -0.485, -0.5143, -0.4969, -0.4695, -0.4751, -0.4995, -0.4606, -0.4857, -0.513, -0.5143, -0.4609, -0.4431, -0.4342, -0.4266, -0.4349, -0.4761, -0.4626, -0.4929, -0.4092, -0.4365, -0.4313, -0.4458, -0.4204, -0.4052, -0.4247, -0.4138, -0.4217, -0.4055, -0.4098, -0.4049, -0.4484, -0.3422, -0.3693, -0.3182, -0.3023, -0.2476, -0.2038, -0.088, -0.0887, -0.0406, -0.0382, -0.0851, -0.1081, -0.178, -0.186, -0.1889]}
{"unit_id": "thread:1982964656890360313", "ticker_idx": 0, "ts": "2025-10-28T00:16:30+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Dark times ahead $NTLA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NTLA; crushing news for longs signals dark times ahead.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Hahahahahaha it actually *was* the single worst investor of all of our lifetimes who was propping up $NTLA today (like I suggested)!\n\nUnbelievable.  Absolutely *crushing* news for $NTLA longs.  🤣 https://t.co/flNeEQnYv2\n\n---\n\nDark times ahead $NTLA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05945558176490007, "ret_signed_m1d": -0.05945558176490007, "alpha_spy_m1d": -0.06210447247865403, "alpha_c_m1d": -0.05313045361152624, "bench_spy_m1d": -0.0026488907137539597, "bench_c_m1d": 0.006325128153373827, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06017193053671299, "ret_signed_p1d": 0.06017193053671299, "alpha_spy_p1d": 0.06065230117539899, "alpha_c_p1d": 0.050065329737447706, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": -0.010106600799265286, "ret_p1w": -0.12607451461837216, "ret_signed_p1w": 0.12607451461837216, "alpha_spy_p1w": 0.10887074288032439, "alpha_c_p1w": 0.12366827680705206, "bench_spy_p1w": -0.01720377173804777, "bench_c_p1w": -0.0024062378113201, "ret_p1m": -0.38968478263022965, "ret_signed_p1m": 0.38968478263022965, "alpha_spy_p1m": 0.3789433977726444, "alpha_c_p1m": 0.4788562787513797, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": 0.08917149612115005, "ret_p3m": -0.004298024316099047, "ret_signed_p3m": 0.004298024316099047, "alpha_spy_p3m": 0.017442158079661096, "alpha_c_p3m": 0.06634703324253688, "bench_spy_p3m": 0.01314413376356205, "bench_c_p3m": 0.06204900892643783, "ret_p6m": -0.03438398958445554, "ret_signed_p6m": 0.03438398958445554, "alpha_spy_p6m": 0.0863328988573735, "alpha_c_p6m": 0.04651461869832518, "bench_spy_p6m": 0.051948909272917954, "bench_c_p6m": 0.01213062911386964, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.38968478263022965, "alpha_spy_stated": 0.3789433977726444, "alpha_c_stated": 0.4788562787513797, "price_path": [-0.1168, -0.1662, -0.1769, -0.1318, -0.1705, -0.1855, -0.1791, -0.2271, -0.2307, -0.2221, -0.212, -0.2192, -0.2128, -0.2314, -0.2629, -0.2686, -0.2747, -0.2464, -0.1848, -0.1862, -0.1819, -0.1691, -0.1866, -0.1834, -0.1612, -0.1676, -0.1361, -0.1519, -0.149, -0.1913, -0.1819, -0.1819, -0.1712, -0.1211, -0.111, 0.154, 0.1168, 0.2364, 0.2235, 0.2722, 0.1898, 0.1683, 0.212, 0.2371, 0.3438, 0.4642, 0.4298, 0.4713, 0.4642, 0.7529, 0.8238, 0.7564, 0.702, 0.712, 0.8574, 0.7844, 0.7729, 1.0043, 0.9319, 0.7607, 0.8546, 0.8338, 0.0595, 0.0, -0.0602, -0.1214, -0.096, -0.0638, -0.1261, -0.0279, -0.1175, -0.3181, -0.303, -0.2708, -0.3202, -0.3789, -0.3768, -0.3926, -0.3933, -0.4097, -0.4241, -0.4119, -0.4019, -0.3875, -0.3897, -0.356, -0.3968, -0.4198, -0.351, -0.3023, -0.3116, -0.3238, -0.3338, -0.3288, -0.3159, -0.3539, -0.3453, -0.3467, -0.3703, -0.3639, -0.3388, -0.3052, -0.3252, -0.313, -0.3238, -0.3453, -0.351, -0.356, -0.3403, -0.3288, -0.303, -0.2744, -0.2464, -0.2564, -0.1812, -0.159, -0.139, -0.1497, -0.1046, -0.0809, 0.005, 0.139, 0.048, -0.0007, 0.0623, -0.01, -0.0043, -0.058, -0.0645, -0.0652, -0.1146, -0.2056, -0.1203, -0.1053, -0.1468, -0.1404, -0.1676, -0.1497, -0.1246, -0.106, -0.0659, -0.0946, -0.0573, -0.0272, -0.0387, 0.0229, -0.0129, 0.106, -0.0254, -0.01, -0.058, -0.0372, -0.005, -0.0351, -0.0681, -0.0795, -0.086, -0.0415, -0.0344, -0.0537, -0.058, -0.0802, -0.0609, -0.0824, -0.0501, -0.0516, -0.1139, -0.1655, -0.0817, -0.0494, -0.0595, -0.0473, -0.0294, -0.0064, -0.0093, -0.0337, 0.0215, 0.0587, 0.0702, 0.0143, 0.0709, 0.0895, 0.0967, 0.187, 0.1368, -0.0236, -0.0659, -0.0544, -0.1085, -0.0344]}
{"unit_id": "thread:1965757510373228622", "ticker_idx": 0, "ts": "2025-09-10T12:41:27+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I predict $XBI back to triple digits at some point this month", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish XBI to triple digits this month on biotech rotation driven by slowing inflation and falling jobs.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Coldest PPI we have seen in a while and jobs revised down by a whopping 911K yesterday.  Inflation slowing, jobs falling.  \n\nBiotech rotation is just getting started.  I predict $XBI back to triple digits at some point this month 🫡 \n$XBI $BBC\n\n---\n\nThe macro indices are green on this news premarket too, because “rate cuts bullish!!!!”.  But, at a certain point inflation slowing so much *because* jobs are so slow is not actually good, and the major indices take this sort of thing as *bad* news…that’s when biotech really gets its rotation, IMO.  \n\nThe “generalist tech only goes up!” mantra needs to die at least a little for biotech to flourish (again, IMO).", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011501667575452679, "ret_signed_m1d": 0.011501667575452679, "alpha_spy_m1d": 0.014384045585093208, "alpha_c_m1d": 0.014384045585093208, "bench_spy_m1d": -0.0028823780096405294, "bench_c_m1d": -0.0028823780096405294, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019169391597728902, "ret_signed_p1d": 0.019169391597728902, "alpha_spy_p1d": 0.010859101140166638, "alpha_c_p1d": 0.010859101140166638, "bench_spy_p1d": 0.008310290457562264, "bench_c_p1d": 0.008310290457562264, "ret_p1w": -0.001384502266990939, "ret_signed_p1w": -0.001384502266990939, "alpha_spy_p1w": -0.012071337663270398, "alpha_c_p1w": -0.012071337663270398, "bench_spy_p1w": 0.01068683539627946, "bench_c_p1w": 0.01068683539627946, "ret_p1m": 0.1347187814879678, "ret_signed_p1m": 0.1347187814879678, "alpha_spy_p1m": 0.10281070647706758, "alpha_c_p1m": 0.10281070647706758, "bench_spy_p1m": 0.031908075010900205, "bench_c_p1m": 0.031908075010900205, "ret_p3m": 0.29099295615411225, "ret_signed_p3m": 0.29099295615411225, "alpha_spy_p3m": 0.24081934924828907, "alpha_c_p3m": 0.24081934924828907, "bench_spy_p3m": 0.050173606905823176, "bench_c_p3m": 0.050173606905823176, "ret_p6m": 0.31054763388244555, "ret_signed_p6m": 0.31054763388244555, "alpha_spy_p6m": 0.2834548134193122, "alpha_c_p6m": 0.2834548134193122, "bench_spy_p6m": 0.027092820463133327, "bench_c_p6m": 0.027092820463133327, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1347187814879678, "alpha_spy_stated": 0.10281070647706758, "alpha_c_stated": 0.10281070647706758, "price_path": [-0.0919, -0.1016, -0.1017, -0.1098, -0.1122, -0.1257, -0.1198, -0.1228, -0.1239, -0.1073, -0.1132, -0.1088, -0.116, -0.1168, -0.1152, -0.097, -0.0922, -0.1099, -0.0979, -0.0642, -0.0588, -0.0733, -0.06, -0.0851, -0.0647, -0.0616, -0.0813, -0.0855, -0.0764, -0.0605, -0.0683, -0.067, -0.0781, -0.0858, -0.0816, -0.0878, -0.0849, -0.0754, -0.0751, -0.0827, -0.0914, -0.0902, -0.0931, -0.0743, -0.0466, -0.0461, -0.0343, -0.0393, -0.0543, -0.0498, -0.0424, -0.0317, -0.0544, -0.0426, -0.0384, -0.0384, -0.0431, -0.0109, -0.0027, -0.0046, 0.0167, 0.0056, 0.0115, 0.0, 0.0192, 0.0023, -0.005, -0.0017, -0.0014, 0.0296, 0.0181, 0.0365, 0.0309, 0.038, 0.0212, 0.0434, 0.0589, 0.0674, 0.0801, 0.0929, 0.1036, 0.104, 0.1045, 0.1232, 0.1347, 0.1184, 0.1214, 0.1198, 0.1544, 0.1495, 0.1484, 0.1736, 0.1671, 0.1432, 0.1458, 0.1546, 0.1887, 0.1931, 0.182, 0.1921, 0.2007, 0.1703, 0.1509, 0.1634, 0.1642, 0.1607, 0.1727, 0.2145, 0.2156, 0.1921, 0.2145, 0.2232, 0.227, 0.2197, 0.2126, 0.2426, 0.2738, 0.2929, 0.3087, 0.312, 0.2767, 0.2619, 0.2978, 0.3129, 0.3146, 0.3173, 0.291, 0.3002, 0.3105, 0.3117, 0.3086, 0.2997, 0.2883, 0.2784, 0.3149, 0.3457, 0.3348, 0.3499, 0.3358, 0.3188, 0.3004, 0.3032, 0.2988, 0.2841, 0.3049, 0.3513, 0.3222, 0.3306, 0.3245, 0.3237, 0.3554, 0.329, 0.3272, 0.3391, 0.37, 0.4062, 0.3685, 0.3666, 0.3737, 0.346, 0.3546, 0.3333, 0.3611, 0.3643, 0.3391, 0.2902, 0.3414, 0.3478, 0.3396, 0.3322, 0.3165, 0.3131, 0.332, 0.3424, 0.3546, 0.3336, 0.357, 0.3804, 0.371, 0.3645, 0.3613, 0.3526, 0.32, 0.3512, 0.3242, 0.3253, 0.3586, 0.362, 0.3507, 0.3105]}
{"unit_id": "thread:1975198546707058860", "ticker_idx": 0, "ts": "2025-10-06T13:56:45+00:00", "symbol": "PALI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am currently long (and bought more this morning)... At ~$1.70 currently I actually expect continued upside for $PALI even though you could've had it for <$1 only last week!", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Long PALI, bought more; expects continued multi-day upside from ~$1.70 on strong PDE4i validation and unique gut-restricted MoA with no US competition.", "resolved_tickers": ["PALI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "THIS IS 🚨NOT🚨 A PITCH, but the $PALI story is a fascinating one, and I am currently long (and bought more this morning).\n\nThis is a wild story of a nanocap biotech that was valued at ~$8M only a few days ago, but has now burst onto the scene with a potentially unique approach to an increasingly validated target in IBD and >40x'd its \"value\" (a number which I think will likely continue to balloon today ).🎈\n\nPeople will compare it to $ABVX given that both have QD oral treatments for IBD, but let's break down the specifics of the nascent $PALI story...\n\n---\n\nFirst...❓How did a seemingly left-for-dead ~$8M company raise $138M seemingly out of nowhere❓\n\nWell, some keen observers noticed that on 10/6/15 (today) there was going to be a presentation of new data from a Chinese company testing their drug (Mufemilast) in UC.  That presentation was a \"prestigious\" late-breaking presentation, placed immediately after highly anticipated data from...none other than $ABVX!\n\nThe tea leaves suggested that this meant the Mufemilast trial data were positive.  This was important because $PALI's lead candidate has the same MoA as this Chinese drug (Mufemilast) \n➡️PDE4i\n\nFurthermore, one could look back at old data from 2018 where another PDE4i, apremilast (AKA Otzela) had shown signs of efficacy in UC.  This further strengthened the idea that Mufemilast could positively validate $PALI's target.  (More on the apremilast PoC later).\n\nSo, investors piled into this nanocap biotech in order to invest ahead of potentially validating data from a Chinese drug with the same MoA, raising $PALI's market cap from ~$8M to ~$330M in less than a week! 🤯\n\n---\n\nToday, the Mufemilast UC data came at an early morning presentation in Berlin.\n\nThe numbers are...impressive, to say the least.  We will of course have to make note of caveats like small n, all overseas (China) patients, a milder/less refractory treatment population, etc.\n\nBUT, just looking at the raw numbers, there is a *lot* of room for the data to get worse and still have a meaningful drug in UC.\n\nTake a look at the table I built for $ABVX and updated with these data for more detail, but the highlight for Mufemilast/$PALI is...\n👉A 44% clinical remission delta at the high dose!\n\nThis is an absurdly high number...it's  >double the CR delta of the mean/median UC drugs on the market right now.  Again, caveat emptor, but the data are impressive for what they are.\n\nImportantly, I suspect that these mufemilast data have exceeded the bullish hopes/expectations of the large funds who just invested in $PALI awaiting their release.\n\nAccordingly, I do expect $PALI to continue its recent move upward today.\n\n---\n\n$PALI\nI know, I know.  \"The mufemilast data are all Chinese and small sample size!  We can't trust that this validated PDE4i for UC!\"\n\nWell, again, the mufemilast data could actually be WAY worse and still be positive, but beyond that, we actually already had pretty good validation for PDE4i in UC *before* the new data this morning!\n\nLet's review the story of apremilast (Otezla) in UC:\n\n➡️Otezla was approved for psoriasis way back in 2014, and it was a big success.\n\n➡️Then, in 2018, seemingly impressive data for Otezla in UC were published!  Let's review the highlights...\n      ↪️65% clinical response with a 38% clinical response delta (compare to 31% delta in $ABVX P3)\n      ↪️36% clinical remission with a 17% clinical remission delta (compare to 16% delta in $ABVX P3)\n\nSo, these largely forgotten Otezla data from a trial that started a decade ago had actually already set a pretty strong precedent that $PALI's and Mufemilast's PDE4i MoA could be good for UC...\n\n⏸️BUT!  Despite those very strong numbers, Otezla never moved forward in ulcerative colitis...Why⁉️\n\n---\n\n$PALI\nWhy would $BMY have failed to develop a clearly promising drug in UC for a drug that was already a blockbuster in psoriasis?\n\nWell, one argument would be that the Otezla data actually weren't that impressive, and there was some hole in the data that turned $BMY off of developing the indication further.\n      ➡️One piece of evidence that supports this bearish take is that the endoscopic data were NOT as resoundingly positive for Otezla.\n         ↪️Otezla hit on the MEC endoscopic response endpoint, but missed on endoscopic remission...\n\n🤔Does this remind you of anything🤔\n      👉How about the $MORF story, where promising P2a clinical response/remission data ultimately flopped, and the red flag that predicted failure was...poor endoscopic data!\n\nThat said, $MORF is not a great comp, as their data were much smaller n and unblinded.  The Otezla data were much more robust in trial size, design, and outcomes.\n\nFortunately, there are 2 better explanations to show us why $BMY failed to develop what looks like a clearly promising drug:\n   1⃣Patent life was questionable for Otezla.  The drug had been approved 4 years before the P2b UC data were published...From that point, it would likely take another ~5 years to get the drug to market in UC.  The cost/time and minimal remaining patent life likely turned $BMY off of this opportunity, despite positive data.\n   2⃣Perhaps most importantly 👉In retrospect, we now know that $BMY was actively in discussions to acquire $CELG at the time these Otezla data were presented.  This deal not only brought in a competing UC drug (Ozanimod), but it also forced $BMY to divest Otezla (ultimately to $AMGN) due to CoI with Deucravacitinib \n      ↪️So, why would $BMY invest in huge trials for a drug they not only have patent life concerns about, but which they *knew* they were going to have to get rid of if their $CELG deal went through?\n\nThese factors explain why $BMY abandoned Otezla in UC, and debunk the idea that the drug wasn't taken forward due to some unknown problem in the data, strengthening the rationale for $PALI targeting PDE4 in UC.\n\nBONUS:  Want to be extra certain that Otezla wasn't taken forward in UC due to problems with the data?  Check out this X conversation from 2018 including multiple world-leading UC KOLs chiming in on their shock and disappointment that Otezla was being canned!  (Now THAT is some \"Twitter alpha\"!)\n➡️David Rubin was the KOL on the ABVX P3 call!\n➡️Silvio Danese just presented the $ABVX data at UEGW this morning, *and* was lead author on the Otezla UC publication!\n\nThese IBD docs all saw the Otezla UC data and were \"shocked\" and \"disappointed\" when they learned that the drug wasn't taken forward in UC...Then, due to patent/M&A circumstances the drug was discontinued and we all forget about the target for 7 years, until now!\n\n---\n\nNow, as far as what $PALI has and how it should be valued...\n\nTheir drug is PDE4i just like apremilast and mufemilast, which have now both shown resoundingly positive efficacy in UC.\n\nHowever, the caveat is the $PALI has a unique addition to its MoA to hopefully make it *gut restricted*.\n\nBasically, $PALI adds a sugar group onto their PDE4i drug that can *only* be cleaved by bacteria located in the gut!  The idea is that the drug is inactive when it is blocked by this sugar moiety, but when the drug arrives in the gut, the local bacteria chop that sugar group off and it will work only in the gut where it is needed!\n\nIdeally this MoA will lead to equal/greater efficacy with fewer side effects (off target effects of PDE4i include diarrhea, nausea, headache, and a questionable suicidality link).\n\n*If* $PALI can show a superior outcome with this proprietary design, the drug would be huge (though it doesn't have to be better to still be a huge success).\n\nIt is early for $PALI, but P1/P2a UC companies with promising MoAs have held huge valuations in recent years, with the poster child being $MORF fetching a $3.1B valuation despite only having small n open label P2a data WITH a questionable endoscopic response result...Again, it's early, but a similar valuation for $PALI once they get to that stage would currently be ~$15/share.\n\nAnd based on how strong the PDE4i validation is at this stage, I would expect PALI's P2 data to look better than $MORF's did.\n\nObviously the other value comp people will point to is $ABVX (likely to end up >$10B), but of course, getting the post-P3 stage successfully will take a lot of time and risk.   Still, this is illustrative of how much upside there could still be for $PALI in the long run despite its rapid rise in market cap over the last few days!\n\n---\n\n$PALI\nSo, in summary, the validation for PDE4i is now *extremely* strong, and $PALI has a unique approach to targeting it with minimal (no?) competition against them here in the US.  At ~$1.70 currently I actually expect continued upside for $PALI even though you could've had it for <$1 only last week!\n\nWe've all seen how totally reinvented/exciting storylines in small cap biotech can yield multi-day multi-x movers.  IMO that's likely what we have here - TBD!\n\nI also want to give shoutouts to:\n➡️ @AaronRosenblum5 who had posted about $PALI *before* it was on people's radar\n➡️An anonymous X account who played a central role in this whole story developing\n\nNice work!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.16230363779948132, "ret_signed_m1d": -0.16230363779948132, "alpha_spy_m1d": -0.1587302728519584, "alpha_c_m1d": -0.16716073853077962, "bench_spy_m1d": -0.0035733649475229168, "bench_c_m1d": 0.004857100731298303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12041886025806248, "ret_signed_p1d": -0.12041886025806248, "alpha_spy_p1d": -0.1167113463687447, "alpha_c_p1d": -0.12118200608008989, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": 0.0007631458220274112, "ret_p1w": -0.03141358315606413, "ret_signed_p1w": -0.03141358315606413, "alpha_spy_p1w": -0.01865321485857452, "alpha_c_p1w": -0.016356613594457614, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.015056969561606515, "ret_p1m": -0.03664918034874143, "ret_signed_p1m": -0.03664918034874143, "alpha_spy_p1m": -0.042054081531643694, "alpha_c_p1m": -0.043449164077977054, "bench_spy_p1m": 0.005404901182902266, "bench_c_p1m": 0.006799983729235626, "ret_p3m": 0.00523559719267741, "ret_signed_p3m": 0.00523559719267741, "alpha_spy_p3m": -0.027885171766650174, "alpha_c_p3m": -0.0963685998104058, "bench_spy_p3m": 0.033120768959327584, "bench_c_p3m": 0.10160419700308321, "ret_p6m": -0.02094238877070942, "ret_signed_p6m": -0.02094238877070942, "alpha_spy_p6m": -0.03322517217432286, "alpha_c_p6m": -0.06816176959979892, "bench_spy_p6m": 0.01228278340361344, "bench_c_p6m": 0.0472193808290895, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.03141358315606413, "alpha_spy_stated": -0.01865321485857452, "alpha_c_stated": -0.016356613594457614, "price_path": [-0.623, -0.6021, -0.5916, -0.6073, -0.6021, -0.6073, -0.6073, -0.6073, -0.6073, -0.5026, -0.5497, -0.3613, -0.4188, -0.3927, -0.3508, -0.4293, -0.445, -0.466, -0.4712, -0.4555, -0.466, -0.4764, -0.5393, -0.5864, -0.6126, -0.6073, -0.5759, -0.5707, -0.5812, -0.5812, -0.5916, -0.623, -0.6178, -0.6073, -0.6387, -0.644, -0.6545, -0.644, -0.644, -0.6545, -0.6597, -0.6702, -0.6702, -0.7016, -0.7068, -0.7173, -0.6963, -0.6859, -0.6911, -0.6859, -0.6963, -0.6859, -0.6859, -0.6702, -0.6702, -0.644, -0.5969, -0.5288, -0.5183, -0.5497, -0.3141, -0.1099, -0.1623, 0.0, -0.1204, 0.0471, 0.0995, 0.0471, -0.0314, -0.0314, -0.0942, -0.0942, -0.089, -0.0262, -0.0733, -0.1466, -0.0733, -0.089, -0.1309, -0.0314, 0.1099, 0.0157, 0.0838, 0.0471, -0.0366, -0.1204, -0.1309, -0.1204, -0.0733, -0.0471, 0.0681, -0.0209, 0.1204, 0.0838, 0.0838, 0.1361, 0.2251, 0.1152, 0.1937, 0.1257, 0.1675, 0.1047, -0.0209, -0.0419, -0.1152, -0.0576, -0.0576, -0.0524, -0.0052, 0.0995, 0.1518, 0.0157, -0.0524, -0.0995, -0.1204, -0.1257, -0.0419, 0.089, 0.0942, 0.1518, 0.1257, 0.2984, 0.2356, 0.2304, 0.3089, 0.0995, 0.0052, 0.0576, -0.0052, 0.0419, -0.0052, -0.0105, 0.0209, -0.0838, -0.1309, -0.0105, -0.0838, -0.0314, 0.0, -0.0524, -0.0524, -0.1257, -0.1571, -0.2199, -0.1571, -0.1309, -0.1728, -0.2147, -0.1414, -0.0995, -0.0942, -0.089, -0.089, -0.0942, -0.1099, -0.1152, -0.1466, -0.1623, -0.1571, -0.0628, -0.0052, -0.0314, -0.0733, -0.0524, -0.1152, -0.089, -0.1414, -0.1466, -0.089, 0.0052, 0.0471, 0.0628, 0.0157, 0.0419, 0.0419, 0.0314, 0.0419, -0.0105, 0.0, 0.0471, 0.0471, 0.0262, 0.0471, -0.0681, -0.0838, -0.0157, -0.0105, 0.0105, 0.0, -0.0209]}
{"unit_id": "reply:1987303373310460024", "ticker_idx": 0, "ts": "2025-11-08T23:37:01+00:00", "symbol": "PHVS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "why *EVER* take the risk for a gene editing drug that *might* make it so you don't have attacks anymore (*MIGHT*) when you could just take $PHVS prophylaxis and/or $PHVS on demand treatment", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PHVS as superior HAE treatment vs risky one-time gene editing drugs; prefers its prophylaxis and on-demand options.", "resolved_tickers": ["PHVS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Truly silly.  Why *EVER* take the risk for a gene editing drug that *might* make it so you don’t have attacks anymore (*MIGHT*) when you could just take $PHVS prophylaxis and/or $PHVS on demand treatment when you start to notice a *very* rare breakthrough attack starting up. \n\nInsane.", "reply_text": null, "parent_text": "@A_May_MD My favorite part of the bull case was\n1 time treatment* or hundreds of injections\n\n*might kill you", "quoted_text": null, "parent_author": "LogicalThesis", "ret_m1d": -0.04595665252969816, "ret_signed_m1d": -0.04595665252969816, "alpha_spy_m1d": -0.030592126251572704, "alpha_c_m1d": -0.03821636286406982, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.0077402896656283415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06584187952821474, "ret_signed_p1d": 0.06584187952821474, "alpha_spy_p1d": 0.06355252167367631, "alpha_c_p1d": 0.042756616302577655, "bench_spy_p1d": 0.002289357854538432, "bench_c_p1d": 0.023085263225637087, "ret_p1w": 0.10119315070490575, "ret_signed_p1w": 0.10119315070490575, "alpha_spy_p1w": 0.12433526230021885, "alpha_c_p1w": 0.0711822771697197, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": 0.030010873535186056, "ret_p1m": 0.04639863823899537, "ret_signed_p1m": 0.04639863823899537, "alpha_spy_p1m": 0.03740286167526463, "alpha_c_p1m": 0.013400258821987254, "bench_spy_p1m": 0.00899577656373074, "bench_c_p1m": 0.03299837941700812, "ret_p3m": 0.20680514709383857, "ret_signed_p3m": 0.20680514709383857, "alpha_spy_p3m": 0.18836664990238838, "alpha_c_p3m": 0.1413829889854492, "bench_spy_p3m": 0.018438497191450187, "bench_c_p3m": 0.06542215810838936, "ret_p6m": 0.4555899181744878, "ret_signed_p6m": 0.4555899181744878, "alpha_spy_p6m": 0.36006174299770155, "alpha_c_p6m": 0.4511056296388378, "bench_spy_p6m": 0.09552817517678625, "bench_c_p6m": 0.004484288535649972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04639863823899537, "alpha_spy_stated": 0.03740286167526463, "alpha_c_stated": 0.013400258821987254, "price_path": [-0.0681, -0.053, 0.0159, -0.0146, -0.0208, 0.0278, 0.0164, 0.0318, 0.0217, 0.0451, 0.0605, 0.0508, 0.0093, -0.0433, -0.0057, -0.0318, -0.0287, 0.0186, -0.0354, 0.0579, 0.0274, 0.0384, 0.0252, 0.0331, 0.0521, 0.0641, 0.0844, 0.1206, 0.1043, 0.1003, 0.0791, 0.0862, 0.0678, 0.072, 0.1025, 0.0632, 0.0243, 0.0336, 0.0274, -0.0084, 0.0155, 0.0093, -0.0287, -0.0247, -0.0738, -0.0376, -0.034, -0.0667, 0.0442, 0.0601, 0.0367, 0.0164, 0.0159, 0.0084, 0.0009, -0.0243, -0.0172, -0.0181, -0.0057, -0.0437, -0.0402, -0.0367, -0.046, 0.0, 0.0658, 0.1405, 0.072, 0.0407, 0.1012, 0.0592, 0.0844, 0.0694, 0.0972, 0.122, 0.1246, 0.2249, 0.2541, 0.1489, 0.0658, 0.2976, 0.2236, 0.1675, 0.1202, 0.0623, 0.0464, 0.0597, 0.0676, 0.0561, 0.0924, 0.0645, 0.0614, 0.1308, 0.1962, 0.1423, 0.1458, 0.1383, 0.1374, 0.16, 0.2262, 0.1701, 0.0994, 0.0627, 0.1065, 0.1047, 0.1441, 0.1533, 0.1489, 0.1326, 0.1335, 0.1087, 0.1582, 0.2156, 0.2364, 0.2364, 0.2192, 0.2015, 0.2311, 0.228, 0.1953, 0.2121, 0.2289, 0.1728, 0.1109, 0.1675, 0.1935, 0.2143, 0.2068, 0.1754, 0.1688, 0.1759, 0.1935, 0.2373, 0.2417, 0.2223, 0.2351, 0.2209, 0.2373, 0.2545, 0.2373, 0.1832, 0.1843, 0.1418, 0.1449, 0.1715, 0.1441, 0.2121, 0.1657, 0.1233, 0.19, 0.1896, 0.1564, 0.1547, 0.1489, 0.1357, 0.1198, 0.1555, 0.2103, 0.2086, 0.2059, 0.2483, 0.3014, 0.262, 0.2536, 0.2302, 0.2179, 0.1962, 0.1768, 0.232, 0.2673, 0.2877, 0.2718, 0.2629, 0.2802, 0.2881, 0.3274, 0.2059, 0.2651, 0.2687, 0.247, 0.3182, 0.3703, 0.3009, 0.3266, 0.3266, 0.3305, 0.3115, 0.3297, 0.3235, 0.3809, 0.4556]}
{"unit_id": "reply:1972623489577456007", "ticker_idx": 0, "ts": "2025-09-29T11:24:24+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the TAM is going to grow with the first therapy approved ($QURE's)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish QURE: underdiagnosis of Huntington's will expand TAM as first approved therapy drives diagnosis rates up.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@plainyogurt21 Horrifying.  The “knowing what’s going to happen to you” element of this disease is diabolical.  I do believe that this leads to underdiagnosis of early disease and that the TAM is going to grow with the first therapy approved ($QURE’s)", "reply_text": null, "parent_text": "@A_May_MD Did the exact same as soon as it reported. I’ve seen patients who tried to kill themselves with HD…..because they’d seen their parents die slowly and kill themselves at the end. This disease is common, debilitating, and drugs are NEEDED", "quoted_text": null, "parent_author": "plainyogurt21", "ret_m1d": -0.08569023605782777, "ret_signed_m1d": -0.08569023605782777, "alpha_spy_m1d": -0.08288766574923534, "alpha_c_m1d": -0.08274693735546745, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.0029432987023603197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01734011056456619, "ret_signed_p1d": -0.01734011056456619, "alpha_spy_p1d": -0.02110694531992452, "alpha_c_p1d": -0.041401996374856975, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": 0.024061885810290784, "ret_p1w": -0.109259284709602, "ret_signed_p1w": -0.109259284709602, "alpha_spy_p1w": -0.12120776281489232, "alpha_c_p1w": -0.16974500145706906, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": 0.060485716747467055, "ret_p1m": 0.17845114817889307, "ret_signed_p1m": 0.17845114817889307, "alpha_spy_p1m": 0.1432233660872655, "alpha_c_p1m": 0.10817881605849866, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.07027233212039441, "ret_p3m": -0.5865320061441028, "ret_signed_p3m": -0.5865320061441028, "alpha_spy_p3m": -0.6260126033705002, "alpha_c_p3m": -0.7379190735866972, "bench_spy_p3m": 0.03948059722639741, "bench_c_p3m": 0.15138706744259434, "ret_p6m": -0.7247474753961666, "ret_signed_p6m": -0.7247474753961666, "alpha_spy_p6m": -0.710226945437391, "alpha_c_p6m": -0.8126032886318851, "bench_spy_p6m": -0.014520529958775619, "bench_c_p6m": 0.08785581323571856, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17845114817889307, "alpha_spy_stated": 0.1432233660872655, "alpha_c_stated": 0.10817881605849866, "price_path": [-0.7653, -0.7645, -0.7596, -0.7572, -0.7591, -0.7569, -0.7497, -0.7495, -0.7576, -0.7551, -0.765, -0.7572, -0.7441, -0.7476, -0.7559, -0.7601, -0.7411, -0.7439, -0.7456, -0.7478, -0.7697, -0.7566, -0.7657, -0.7694, -0.7682, -0.7643, -0.7729, -0.7736, -0.7764, -0.7623, -0.7593, -0.7542, -0.7343, -0.7276, -0.7364, -0.7419, -0.7394, -0.7382, -0.7357, -0.7382, -0.7342, -0.7348, -0.7263, -0.7251, -0.7136, -0.7074, -0.7015, -0.6978, -0.7066, -0.7056, -0.7057, -0.7148, -0.7225, -0.7503, -0.7564, -0.7616, -0.7519, -0.7665, -0.7672, -0.77, -0.2003, -0.1136, -0.0857, 0.0, -0.0173, -0.0742, -0.0825, -0.0754, -0.1093, -0.0249, 0.0096, 0.0715, 0.0363, 0.0441, -0.0074, 0.0577, 0.0099, -0.0236, 0.0761, 0.0618, 0.0086, -0.0012, 0.0271, 0.1434, 0.1785, 0.1884, 0.1424, 0.1396, -0.4227, -0.4875, -0.5613, -0.5369, -0.5322, -0.5598, -0.4808, -0.4929, -0.4892, -0.497, -0.4894, -0.4998, -0.5295, -0.5303, -0.5318, -0.5323, -0.5293, -0.5348, -0.5369, -0.5527, -0.5737, -0.571, -0.6172, -0.6409, -0.6335, -0.6502, -0.6609, -0.6675, -0.6715, -0.6561, -0.6315, -0.6123, -0.5971, -0.5961, -0.5795, -0.5929, -0.5759, -0.5823, -0.5865, -0.5997, -0.5971, -0.6062, -0.619, -0.6244, -0.6114, -0.6103, -0.5737, -0.6121, -0.638, -0.6237, -0.63, -0.6155, -0.6229, -0.634, -0.618, -0.5778, -0.5746, -0.5897, -0.6125, -0.6018, -0.6175, -0.5842, -0.532, -0.5513, -0.5872, -0.5682, -0.5614, -0.584, -0.5941, -0.6234, -0.6549, -0.6338, -0.6056, -0.5892, -0.6056, -0.5881, -0.5955, -0.5813, -0.7119, -0.7369, -0.8232, -0.848, -0.8478, -0.8207, -0.7598, -0.6971, -0.6926, -0.7044, -0.7148, -0.7386, -0.7316, -0.737, -0.752, -0.7431, -0.7291, -0.732, -0.7444, -0.7246, -0.7374, -0.7513, -0.752, -0.7247]}
{"unit_id": "reply:1985358056109060404", "ticker_idx": 0, "ts": "2025-11-03T14:47:01+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX showed a higher remission delta than every single injectable on the market. It's just a better drug.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: higher remission delta than all injectables plus oral delivery advantage makes it a superior drug.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@charle77238 @TTRAmyloid Numerous, but for starters, $ABVX showed a higher remission delta than every single injectable on the market.  It’s just a better drug.  The pitch isn’t just about being an oral (though that certainly doesn’t hurt).", "reply_text": null, "parent_text": "@TTRAmyloid @A_May_MD thoughts?", "quoted_text": null, "parent_author": "charle77238", "ret_m1d": 0.03611532372212278, "ret_signed_m1d": 0.03611532372212278, "alpha_spy_m1d": 0.037988458152637294, "alpha_c_m1d": 0.03749975964570518, "bench_spy_m1d": -0.0018731344305145115, "bench_c_m1d": -0.0013844359235823944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002124421727003223, "ret_signed_p1d": -0.002124421727003223, "alpha_spy_p1d": 0.009729126700532942, "alpha_c_p1d": -0.006624450966647877, "bench_spy_p1d": -0.011853548427536165, "bench_c_p1d": 0.004500029239644654, "ret_p1w": 0.07354582078586702, "ret_signed_p1w": 0.07354582078586702, "alpha_spy_p1w": 0.07632629832842708, "alpha_c_p1w": 0.05395419369924026, "bench_spy_p1w": -0.002780477542560056, "bench_c_p1w": 0.01959162708662676, "ret_p1m": 0.12220538206904696, "ret_signed_p1m": 0.12220538206904696, "alpha_spy_p1m": 0.12140043589182992, "alpha_c_p1m": 0.048615747539039855, "bench_spy_p1m": 0.0008049461772170474, "bench_c_p1m": 0.07358963453000711, "ret_p3m": 0.14891250832499314, "ret_signed_p3m": 0.14891250832499314, "alpha_spy_p3m": 0.14177453237287274, "alpha_c_p3m": 0.06414651229540658, "bench_spy_p3m": 0.007137975952120401, "bench_c_p3m": 0.08476599602958657, "ret_p6m": 0.28012142507675897, "ret_signed_p6m": 0.28012142507675897, "alpha_spy_p6m": 0.20011960948994623, "alpha_c_p6m": 0.2651026866720889, "bench_spy_p6m": 0.08000181558681274, "bench_c_p6m": 0.015018738404670051, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12220538206904696, "alpha_spy_stated": 0.12140043589182992, "alpha_c_stated": 0.048615747539039855, "price_path": [-0.2827, -0.3011, -0.2917, -0.2905, -0.302, -0.2725, -0.293, -0.2963, -0.2874, -0.2918, -0.3024, -0.2727, -0.247, -0.2182, -0.2164, -0.1937, -0.1965, -0.1741, -0.1803, -0.1706, -0.1538, -0.1345, -0.1095, -0.0895, -0.0971, -0.1135, -0.1304, -0.1501, -0.1313, -0.1676, -0.1806, -0.1572, -0.1674, -0.1683, -0.1703, -0.1649, -0.1705, -0.162, -0.157, -0.1411, -0.1664, -0.1617, -0.151, -0.1232, -0.1198, -0.1248, -0.0834, -0.0514, -0.0326, -0.0104, -0.0328, -0.0601, -0.0619, -0.0745, -0.0726, -0.0823, -0.0848, -0.0818, -0.0406, -0.0466, 0.0009, 0.055, 0.0361, 0.0, -0.0021, 0.0077, 0.0511, 0.0649, 0.0735, 0.1033, 0.0463, 0.0207, 0.1167, 0.1494, 0.1515, 0.1426, 0.2433, 0.2051, 0.2717, 0.2972, 0.2714, 0.2628, 0.2132, 0.1617, 0.1222, 0.1193, 0.1584, 0.1639, 0.2447, 0.2901, 0.3464, 0.2701, 0.1928, 0.1227, 0.1211, 0.1493, 0.1628, 0.4033, 0.3996, 0.47, 0.4397, 0.4203, 0.3995, 0.3642, 0.3533, 0.2466, 0.2049, 0.2795, 0.1683, 0.1573, 0.1937, 0.2103, 0.2646, 0.1816, 0.1846, 0.2022, 0.2141, 0.2507, 0.2354, 0.2229, 0.2027, 0.1531, 0.1486, 0.1244, 0.1276, 0.1464, 0.1489, 0.12, 0.1904, 0.2117, 0.2057, 0.242, 0.2599, 0.2644, 0.2709, 0.2846, 0.3176, 0.3187, 0.3446, 0.2978, 0.2476, 0.2086, 0.2269, 0.1443, 0.1239, 0.1813, 0.1401, 0.106, 0.1089, 0.1662, 0.1362, 0.1834, 0.1684, 0.2418, 0.2809, 0.2543, 0.2446, 0.2174, 0.1676, 0.1145, 0.1199, 0.1075, 0.0366, 0.0268, 0.1265, 0.1631, 0.1975, 0.2086, 0.1784, 0.2034, 0.2715, 0.2761, 0.2272, 0.2726, 0.2289, 0.2389, 0.2156, 0.1632, 0.1273, 0.1734, 0.1431, 0.1589, 0.132, 0.1115, 0.0748, 0.1875, 0.1898, 0.1849, 0.2522, 0.2801]}
{"unit_id": "reply:1961169910861848763", "ticker_idx": 0, "ts": "2025-08-28T20:51:58+00:00", "symbol": "Tarsus Pharmaceuticals", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "that multiple is low for an M&A multiple especially given the real potential for indication expansion", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Tarsus/UC asset: M&A multiple of 3x is too low given indication expansion potential, implying more upside.", "resolved_tickers": ["TARS"], "resolution_method": "exchange_ticker", "resolution_reason": "Tarsus Pharmaceuticals, Nasdaq: TARS; M&A/indication expansion context", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@marvin_skora Yes I think that’s a good peak estimate for UC but that multiple is low for an M&amp;A multiple especially given the real potential for indication expansion", "reply_text": null, "parent_text": "@A_May_MD Thank you! \n\nPeak sales likely to be at ~3bn USD T UC…. Multiple around 3x would still give a lot of upside…", "quoted_text": null, "parent_author": "marvin_skora", "ret_m1d": -0.0071697161234967055, "ret_signed_m1d": -0.0071697161234967055, "alpha_spy_m1d": -0.013169230123734055, "alpha_c_m1d": 0.00010670884446539741, "bench_spy_m1d": 0.005999514000237349, "bench_c_m1d": -0.007276424967962103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00017067806795290075, "ret_signed_p1d": 0.00017067806795290075, "alpha_spy_p1d": 0.007580930749561787, "alpha_c_p1d": -0.0007753302851738475, "bench_spy_p1d": -0.0074102526816088865, "bench_c_p1d": 0.0009460083531267482, "ret_p1w": -0.028849477442493665, "ret_signed_p1w": -0.028849477442493665, "alpha_spy_p1w": -0.03470950568405473, "alpha_c_p1w": -0.03190569964906964, "bench_spy_p1w": 0.005860028241561066, "bench_c_p1w": 0.003056222206575976, "ret_p1m": 0.014510045195500254, "ret_signed_p1m": 0.014510045195500254, "alpha_spy_p1m": -0.021110388989799667, "alpha_c_p1m": -0.0027821911925407505, "bench_spy_p1m": 0.03562043418529992, "bench_c_p1m": 0.017292236388041005, "ret_p3m": 0.36497092156258537, "ret_signed_p3m": 0.36497092156258537, "alpha_spy_p3m": 0.30259639177692277, "alpha_c_p3m": 0.2125953057461265, "bench_spy_p3m": 0.0623745297856626, "bench_c_p3m": 0.15237561581645886, "ret_p6m": 0.3067599975931852, "ret_signed_p6m": 0.3067599975931852, "alpha_spy_p6m": 0.2460172024439986, "alpha_c_p6m": 0.15615717736131574, "bench_spy_p6m": 0.06074279514918657, "bench_c_p6m": 0.15060282023186944, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.014510045195500254, "alpha_spy_stated": -0.021110388989799667, "alpha_c_stated": -0.0027821911925407505, "price_path": [-0.2668, -0.2515, -0.2504, -0.2719, -0.2475, -0.2503, -0.2641, -0.2972, -0.3008, -0.301, -0.302, -0.2952, -0.3271, -0.2989, -0.3061, -0.3069, -0.2933, -0.3138, -0.3115, -0.3112, -0.3085, -0.3173, -0.3095, -0.2975, -0.3184, -0.3225, -0.2952, -0.2974, -0.3312, -0.2911, -0.3073, -0.2907, -0.2933, -0.2617, -0.28, -0.2772, -0.2793, -0.2755, -0.2916, -0.2873, -0.3148, -0.3172, -0.3373, -0.3033, -0.2846, -0.2975, -0.2892, -0.1815, -0.1832, -0.1453, -0.1233, -0.1, -0.0758, -0.0746, -0.0678, -0.0833, -0.0541, -0.0345, -0.0227, -0.0336, 0.0046, -0.013, -0.0072, 0.0, 0.0002, -0.0147, -0.0196, -0.0162, -0.0288, -0.0357, -0.0726, -0.1145, -0.1574, -0.1535, -0.1362, -0.1176, -0.0778, -0.0611, -0.0504, -0.0504, -0.0567, -0.0545, -0.0391, -0.0085, 0.0145, -0.0212, 0.0032, 0.1125, 0.1559, 0.168, 0.1907, 0.2014, 0.1973, 0.2008, 0.192, 0.2794, 0.2798, 0.245, 0.2153, 0.2089, 0.1728, 0.1663, 0.1277, 0.1636, 0.1533, 0.1526, 0.1772, 0.1746, 0.1914, 0.2206, 0.1642, 0.1623, 0.1651, 0.2426, 0.2912, 0.2771, 0.2381, 0.2448, 0.2661, 0.3139, 0.3163, 0.3141, 0.3598, 0.4017, 0.3465, 0.3742, 0.365, 0.3651, 0.3561, 0.3977, 0.3969, 0.3959, 0.4037, 0.358, 0.3882, 0.3947, 0.3887, 0.3738, 0.3363, 0.3276, 0.3226, 0.3896, 0.3995, 0.402, 0.4085, 0.396, 0.3993, 0.4054, 0.3977, 0.3788, 0.3614, 0.3636, 0.3329, 0.3351, 0.3122, 0.2893, 0.2928, 0.2842, 0.2573, 0.2144, 0.2108, 0.2149, 0.2125, 0.167, 0.1598, 0.1634, 0.0956, 0.1217, 0.1017, 0.1255, 0.1413, 0.0842, 0.0582, 0.1031, 0.1181, 0.1251, 0.1163, 0.0797, 0.0376, 0.0717, 0.0801, 0.1188, 0.1371, 0.1879, 0.2805, 0.2402, 0.2952, 0.2892, 0.3218, 0.3068]}
{"unit_id": "orig:1963592115813827047", "ticker_idx": 0, "ts": "2025-09-04T13:16:56+00:00", "symbol": "ABCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "OX40L drug that was worth $0 yesterday is now worth even less. NPV negative asset.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ABCL: OX40L drug is NPV-negative, now worth less than zero.", "resolved_tickers": ["ABCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ABCL OX40L drug that was worth $0 yesterday is now worth even less.  NPV negative asset. \n\nAlso RIP to $IMA that just reverse merged into $IKNA.\n\n$SNY $NKTR $CRVS $APGE $AMGN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.040865347142048924, "ret_signed_m1d": 0.040865347142048924, "alpha_spy_m1d": 0.03257738647492414, "alpha_c_m1d": 0.037081651147811145, "bench_spy_m1d": -0.008287960667124783, "bench_c_m1d": -0.003783695994237779, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014423063697193816, "ret_signed_p1d": -0.014423063697193816, "alpha_spy_p1d": -0.01731925807838275, "alpha_c_p1d": -0.011003104596786883, "bench_spy_p1d": -0.0028961943811889324, "bench_c_p1d": 0.003419959100406933, "ret_p1w": 0.10817314966543456, "ret_signed_p1w": -0.10817314966543456, "alpha_spy_p1w": -0.09506288845368571, "alpha_c_p1w": -0.09150997340330469, "bench_spy_p1w": 0.013110261211748853, "bench_c_p1w": 0.016663176262129875, "ret_p1m": 0.41826930571590215, "ret_signed_p1m": -0.41826930571590215, "alpha_spy_p1m": -0.3844611989385087, "alpha_c_p1m": -0.359677185692175, "bench_spy_p1m": 0.03380810677739343, "bench_c_p1m": 0.05859212002372716, "ret_p3m": -0.16105765924298432, "ret_signed_p3m": 0.16105765924298432, "alpha_spy_p3m": 0.2175436221025998, "alpha_c_p3m": 0.29464740046791615, "bench_spy_p3m": 0.05648596285961549, "bench_c_p3m": 0.13358974122493184, "ret_p6m": -0.17067303504111342, "ret_signed_p6m": 0.17067303504111342, "alpha_spy_p6m": 0.21244738761608262, "alpha_c_p6m": 0.29161881394981726, "bench_spy_p6m": 0.0417743525749692, "bench_c_p6m": 0.12094577890870384, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.41826930571590215, "alpha_spy_stated": -0.3844611989385087, "alpha_c_stated": -0.359677185692175, "price_path": [-0.4183, -0.4303, -0.4135, -0.3966, -0.274, -0.2236, -0.2428, -0.2308, -0.2404, -0.25, -0.1659, -0.1803, -0.1995, -0.1154, -0.0865, -0.101, -0.1322, -0.1755, -0.1611, -0.0986, -0.0865, -0.0312, -0.0649, 0.0144, 0.0216, -0.0361, 0.0192, -0.0529, -0.024, -0.0625, 0.0769, 0.238, 0.1827, 0.1995, 0.2067, 0.2284, 0.1827, 0.1274, 0.0986, 0.0745, 0.0192, 0.0433, 0.0481, -0.0096, 0.0192, 0.0216, 0.0817, 0.0264, 0.101, 0.0817, 0.1034, 0.1226, 0.0313, 0.0024, 0.0337, 0.0553, 0.0168, 0.0505, 0.0457, 0.0337, 0.0048, -0.0264, -0.0409, 0.0, 0.0144, 0.0024, 0.0192, 0.0288, 0.1082, 0.0745, 0.0457, 0.1466, 0.0986, 0.1346, 0.0841, 0.1611, 0.1779, 0.1466, 0.1178, 0.1394, 0.1707, 0.2091, 0.4327, 0.4375, 0.4183, 0.4111, 0.387, 0.4832, 0.4207, 0.3293, 0.363, 0.351, 0.4663, 0.4038, 0.3438, 0.4087, 0.3413, 0.3149, 0.3726, 0.3606, 0.387, 0.3534, 0.351, 0.2885, 0.3341, 0.2909, 0.1707, 0.1274, 0.0889, -0.0601, -0.0312, -0.0361, -0.0457, -0.1298, -0.113, -0.1346, -0.1202, -0.1322, -0.1803, -0.1562, -0.1418, -0.1298, -0.125, -0.1034, -0.1659, -0.1683, -0.1611, -0.1226, -0.1442, -0.137, -0.1154, -0.0937, -0.101, -0.1298, -0.1562, -0.1683, -0.1947, -0.1514, -0.1346, -0.1058, -0.113, -0.1058, -0.1394, -0.1683, -0.1707, -0.1779, -0.1755, -0.1755, -0.0625, -0.0072, -0.012, 0.0505, 0.0865, 0.0264, 0.0313, 0.0048, -0.0096, 0.0, 0.0288, 0.1154, 0.0192, -0.0048, -0.0409, -0.0625, -0.0721, -0.1298, -0.1587, -0.1538, -0.2139, -0.3317, -0.2404, -0.226, -0.2404, -0.2476, -0.2933, -0.2548, -0.238, -0.2476, -0.226, -0.2692, -0.2716, -0.226, -0.2332, -0.137, -0.1322, -0.0817, -0.1082, -0.1274, -0.137, -0.1707]}
{"unit_id": "quote:1986547390581518393", "ticker_idx": 0, "ts": "2025-11-06T21:33:00+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Re-entered short >$11, which is absolutely INSANE that the market allowed me to do this. $NTLA should be below $5.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Re-entered short NTLA above $11; targets below $5 on fatal liver toxicity in ATTR study.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Well, $NTLA killed him.\n\nLike I said way back in May, shut this company down. \n\nRe-entered short &gt;$11, which is absolutely INSANE that the market allowed me to do this.\n\n$NTLA should be below $5.  \n\nSTOP giving highly experimental treatments to people with treatable conditions!!!", "reply_text": null, "parent_text": null, "quoted_text": "$NTLA $BBIO $ALNY $PFE $IONS\n\n$NTLA with scary liver enzyme elevation signal in their ATTR study.\n\nSeriously…Grade 4 means elevation beyond 20x the upper limit of normal (!!)\n\nShut this nonsense down. \n\n$NTLA running a study here that is unnecessary with stabilizers and", "parent_author": null, "ret_m1d": 0.294117552775653, "ret_signed_m1d": -0.294117552775653, "alpha_spy_m1d": -0.2951011494393856, "alpha_c_m1d": -0.2954861891141638, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.0013686363385108091, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02205872629989214, "ret_signed_p1d": -0.02205872629989214, "alpha_spy_p1d": -0.006454447672748831, "alpha_c_p1d": -0.014258057195812412, "bench_spy_p1d": 0.015604278627143309, "bench_c_p1d": 0.007800669104079727, "ret_p1w": -0.08613451775937842, "ret_signed_p1w": 0.08613451775937842, "alpha_spy_p1w": 0.08756524550626055, "alpha_c_p1w": 0.12506974206191246, "bench_spy_p1w": 0.0014307277468821322, "bench_c_p1w": 0.038935224302534044, "ret_p1m": -0.0231092706355277, "ret_signed_p1m": 0.0231092706355277, "alpha_spy_p1m": 0.04109824837280229, "alpha_c_p1m": 0.049248655912605854, "bench_spy_p1m": 0.017988977737274592, "bench_c_p1m": 0.026139385277078153, "ret_p3m": 0.251050343983898, "ret_signed_p3m": -0.251050343983898, "alpha_spy_p3m": -0.2164807367722743, "alpha_c_p3m": -0.1836392924481436, "bench_spy_p3m": 0.03456960721162372, "bench_c_p3m": 0.06741105153575444, "ret_p6m": 0.46953772042197284, "ret_signed_p6m": -0.46953772042197284, "alpha_spy_p6m": -0.3631049303689564, "alpha_c_p6m": -0.463151909008247, "bench_spy_p6m": 0.10643279005301642, "bench_c_p6m": 0.00638581141372585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0231092706355277, "alpha_spy_stated": 0.04109824837280229, "alpha_c_stated": 0.049248655912605854, "price_path": [0.1282, 0.1408, 0.1555, 0.145, 0.1544, 0.1271, 0.0809, 0.0725, 0.0636, 0.105, 0.1954, 0.1933, 0.1996, 0.2185, 0.1928, 0.1975, 0.23, 0.2206, 0.2668, 0.2437, 0.2479, 0.1859, 0.1996, 0.1996, 0.2153, 0.2889, 0.3036, 0.6922, 0.6376, 0.813, 0.7941, 0.8655, 0.7447, 0.7132, 0.7773, 0.8141, 0.9706, 1.1471, 1.0966, 1.1576, 1.1471, 1.5704, 1.6744, 1.5756, 1.4958, 1.5105, 1.7237, 1.6166, 1.5998, 1.9391, 1.833, 1.5819, 1.7195, 1.6891, 0.5536, 0.4664, 0.3782, 0.2883, 0.3256, 0.3729, 0.2815, 0.4254, 0.2941, 0.0, 0.0221, 0.0693, -0.0032, -0.0893, -0.0861, -0.1092, -0.1103, -0.1345, -0.1555, -0.1376, -0.1229, -0.1019, -0.105, -0.0557, -0.1155, -0.1492, -0.0483, 0.0231, 0.0095, -0.0084, -0.0231, -0.0158, 0.0032, -0.0525, -0.0399, -0.042, -0.0767, -0.0672, -0.0305, 0.0189, -0.0105, 0.0074, -0.0084, -0.0399, -0.0483, -0.0557, -0.0326, -0.0158, 0.0221, 0.0641, 0.105, 0.0903, 0.2006, 0.2332, 0.2626, 0.2468, 0.313, 0.3477, 0.4737, 0.6702, 0.5368, 0.4653, 0.5578, 0.4517, 0.4601, 0.3813, 0.3718, 0.3708, 0.2983, 0.1649, 0.2899, 0.312, 0.2511, 0.2605, 0.2206, 0.2468, 0.2836, 0.3109, 0.3697, 0.3277, 0.3824, 0.4265, 0.4097, 0.5, 0.4475, 0.6218, 0.4291, 0.4517, 0.3813, 0.4118, 0.459, 0.4149, 0.3666, 0.3498, 0.3403, 0.4055, 0.416, 0.3876, 0.3813, 0.3487, 0.3771, 0.3456, 0.3929, 0.3908, 0.2994, 0.2237, 0.3466, 0.3939, 0.3792, 0.3971, 0.4233, 0.4569, 0.4527, 0.417, 0.4979, 0.5525, 0.5693, 0.4874, 0.5704, 0.5977, 0.6082, 0.7405, 0.667, 0.4317, 0.3697, 0.3866, 0.3072, 0.416, 0.3929, 0.4569, 0.3981, 0.4548, 0.4401, 0.48, 0.5147, 0.4695]}
{"unit_id": "thread:1988366686957764733", "ticker_idx": 0, "ts": "2025-11-11T22:02:14+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$XBI 🚀", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish XBI small-cap biotech on LLY CEO comments; bearish VKTX (dump signal from same catalyst), already ahead of the move.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Pretty sure $LLY Dave Ricks just told me to lever up on small cap biotechs 🤷🏻‍♂️ \n\n$XBI 🚀 https://t.co/mYjp8X4eCP\n\n---\n\nPretty sure $LLY Dave Ricks just told me to dump $VKTX 🤷🏻‍♂️ https://t.co/PBwSFrPWqn\n\n---\n\nOne step ahead of you this round, Dave 🫡 \n$VKTX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0008763487009190163, "ret_signed_m1d": -0.0008763487009190163, "alpha_spy_m1d": -0.0003202677827254252, "alpha_c_m1d": -0.0003202677827254252, "bench_spy_m1d": -0.0005560809181935911, "bench_c_m1d": -0.0005560809181935911, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019279604339026202, "ret_signed_p1d": -0.019279604339026202, "alpha_spy_p1d": -0.0026856094185889745, "alpha_c_p1d": -0.0026856094185889745, "bench_spy_p1d": -0.016593994920437227, "bench_c_p1d": -0.016593994920437227, "ret_p1w": 0.0034177867660614147, "ret_signed_p1w": 0.0034177867660614147, "alpha_spy_p1w": 0.033781605971232254, "alpha_c_p1w": 0.033781605971232254, "bench_spy_p1w": -0.03036381920517084, "bench_c_p1w": -0.03036381920517084, "ret_p1m": 0.07904653207675061, "ret_signed_p1m": 0.07904653207675061, "alpha_spy_p1m": 0.08141710277967018, "alpha_c_p1m": 0.08141710277967018, "bench_spy_p1m": -0.002370570702919572, "bench_c_p1m": -0.002370570702919572, "ret_p3m": 0.08024238849831233, "ret_signed_p3m": 0.08024238849831233, "alpha_spy_p3m": 0.0796798237216394, "alpha_c_p3m": 0.0796798237216394, "bench_spy_p3m": 0.0005625647766729358, "bench_c_p3m": 0.0005625647766729358, "ret_p6m": 0.14908741403880565, "ret_signed_p6m": 0.14908741403880565, "alpha_spy_p6m": 0.06129029685233922, "alpha_c_p6m": 0.06129029685233922, "bench_spy_p6m": 0.08779711718646643, "bench_c_p6m": 0.08779711718646643, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07904653207675061, "alpha_spy_stated": 0.08141710277967018, "alpha_c_stated": 0.08141710277967018, "price_path": [-0.2153, -0.2056, -0.2097, -0.222, -0.2183, -0.2122, -0.2034, -0.2221, -0.2124, -0.209, -0.209, -0.2128, -0.1863, -0.1795, -0.1811, -0.1636, -0.1727, -0.1679, -0.1773, -0.1616, -0.1754, -0.1815, -0.1787, -0.1785, -0.153, -0.1624, -0.1473, -0.152, -0.1461, -0.1599, -0.1416, -0.1289, -0.1219, -0.1115, -0.101, -0.0921, -0.0918, -0.0914, -0.076, -0.0665, -0.0799, -0.0775, -0.0788, -0.0503, -0.0543, -0.0553, -0.0345, -0.0399, -0.0595, -0.0574, -0.0501, -0.0221, -0.0185, -0.0276, -0.0193, -0.0123, -0.0372, -0.0532, -0.0429, -0.0422, -0.0451, -0.0352, -0.0009, 0.0, -0.0193, -0.0009, 0.0063, 0.0094, 0.0034, -0.0025, 0.0223, 0.0479, 0.0636, 0.0766, 0.0793, 0.0503, 0.0381, 0.0677, 0.0801, 0.0815, 0.0837, 0.062, 0.0696, 0.0781, 0.079, 0.0765, 0.0692, 0.0599, 0.0517, 0.0817, 0.1071, 0.0981, 0.1105, 0.0989, 0.0849, 0.0698, 0.0721, 0.0685, 0.0564, 0.0735, 0.1116, 0.0877, 0.0947, 0.0897, 0.0889, 0.1151, 0.0933, 0.0918, 0.1016, 0.127, 0.1568, 0.1258, 0.1242, 0.1301, 0.1073, 0.1144, 0.0969, 0.1197, 0.1224, 0.1016, 0.0614, 0.1035, 0.1088, 0.102, 0.096, 0.0831, 0.0802, 0.0958, 0.1043, 0.1144, 0.0971, 0.1164, 0.1356, 0.1279, 0.1225, 0.1199, 0.1127, 0.0859, 0.1115, 0.0894, 0.0903, 0.1177, 0.1204, 0.1112, 0.0781, 0.0712, 0.0895, 0.0919, 0.0649, 0.0756, 0.0578, 0.07, 0.0511, 0.0896, 0.0894, 0.0515, 0.0444, 0.1231, 0.1303, 0.1339, 0.1325, 0.1329, 0.1487, 0.159, 0.1381, 0.161, 0.1933, 0.1997, 0.191, 0.2193, 0.2115, 0.1992, 0.2073, 0.1825, 0.1719, 0.1697, 0.1532, 0.1333, 0.1547, 0.1467, 0.1738, 0.1763, 0.2105, 0.1752, 0.1844, 0.1848, 0.1862, 0.1945, 0.1857, 0.1491]}
{"unit_id": "quote:2006750324590276886", "ticker_idx": 0, "ts": "2026-01-01T15:32:15+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long ABVX: author endorses the quoted thesis that PoS is underestimated by market with 10x+ upside potential.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "qme", "tweet_text": "@aperturebio $ABVX", "reply_text": null, "parent_text": null, "quoted_text": "I won't share in depth pitches like $NKTR often (2/year?).  Only with really compelling setups.  I've got another one now.  The market says PoS is VERY low and that upside could be 10x+.  Like with $NKTR, I think the data say success is far more likely than the market thinks.", "parent_author": null, "ret_m1d": 0.008110872545598724, "ret_signed_m1d": 0.008110872545598724, "alpha_spy_m1d": 0.009940511931229357, "alpha_c_m1d": 0.012676489645795375, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.004565617100196651, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07879196067049243, "ret_signed_p1d": -0.07879196067049243, "alpha_spy_p1d": -0.08545207796285237, "alpha_c_p1d": -0.07576962855643044, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": -0.0030223321140619985, "ret_p1w": -0.14480079336118934, "ret_signed_p1w": -0.14480079336118934, "alpha_spy_p1w": -0.16075586673717435, "alpha_c_p1w": -0.15637562780584424, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.011574834444654902, "ret_p1m": -0.15287436588537762, "ret_signed_p1m": -0.15287436588537762, "alpha_spy_p1m": -0.16218396195819607, "alpha_c_p1m": -0.143807468067514, "bench_spy_p1m": 0.009309596072818449, "bench_c_p1m": -0.009066897817863628, "ret_p3m": -0.10689992221747824, "ret_signed_p3m": -0.10689992221747824, "alpha_spy_p3m": -0.07405245689359496, "alpha_c_p3m": -0.05141378252062967, "bench_spy_p3m": -0.032847465323883274, "bench_c_p3m": -0.05548613969684857, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15287436588537762, "alpha_spy_stated": -0.16218396195819607, "alpha_c_stated": -0.143807468067514, "price_path": [-0.3805, -0.3727, -0.3521, -0.3496, -0.3533, -0.3226, -0.299, -0.2851, -0.2687, -0.2853, -0.3054, -0.3068, -0.3161, -0.3147, -0.3219, -0.3237, -0.3215, -0.291, -0.2955, -0.2604, -0.2204, -0.2344, -0.261, -0.2626, -0.2554, -0.2233, -0.2131, -0.2067, -0.1847, -0.2268, -0.2457, -0.1748, -0.1506, -0.1491, -0.1556, -0.0813, -0.1095, -0.0603, -0.0414, -0.0605, -0.0668, -0.1035, -0.1416, -0.1707, -0.1729, -0.144, -0.1399, -0.0802, -0.0466, -0.0051, -0.0615, -0.1186, -0.1704, -0.1716, -0.1507, -0.1408, 0.037, 0.0342, 0.0863, 0.0638, 0.0496, 0.0342, 0.0081, 0.0, -0.0788, -0.1097, -0.0545, -0.1367, -0.1448, -0.1179, -0.1056, -0.0655, -0.1269, -0.1246, -0.1116, -0.1029, -0.0758, -0.0871, -0.0964, -0.1112, -0.1479, -0.1512, -0.1691, -0.1668, -0.1529, -0.151, -0.1724, -0.1204, -0.1046, -0.1091, -0.0822, -0.069, -0.0656, -0.0609, -0.0508, -0.0264, -0.0256, -0.0064, -0.041, -0.078, -0.1069, -0.0934, -0.1544, -0.1695, -0.1271, -0.1575, -0.1827, -0.1806, -0.1382, -0.1604, -0.1255, -0.1366, -0.0824, -0.0534, -0.0731, -0.0803, -0.1004, -0.1372, -0.1764, -0.1725, -0.1816, -0.234, -0.2412, -0.1676, -0.1405, -0.1151, -0.1069, -0.1293, -0.1107, -0.0604, -0.057, -0.0931, -0.0596, -0.0919, -0.0845, -0.1017, -0.1405, -0.167, -0.1329, -0.1553, -0.1436, -0.1635, -0.1787, -0.2058, -0.1225, -0.1208, -0.1244, -0.0747, -0.054, -0.0682, -0.0825, -0.087, -0.0925, -0.0887, -0.0955, -0.1438, -0.1512, -0.1498, -0.1037, -0.0728, -0.0881, -0.055, -0.0302, -0.0319, -0.0085, -0.0305, -0.458, -0.3261, -0.2156, -0.241, -0.241, -0.2321, -0.2672, -0.2459, -0.2782, -0.2655, -0.2711, -0.2513, -0.2588, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1986555214024089619", "ticker_idx": 0, "ts": "2025-11-06T22:04:06+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Stock trading >$5 is severely detached from reality. The company is a cash furnace with lead programs that cannot be taken forward and a platform that may be fatally flawed no matter what indications they take it into in the future.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NTLA is severely overvalued above $5; cash furnace with fatally flawed platform, lead programs dead, implied near-zero valuation.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Don’t start with “risk mitigation” BS for $NTLA.  \n\nWhat program do you propose???  This patient died IN THE HOSPITAL.  What more could be done? \n\nThis program is over.  The platform as it currently exists should be too.  ATTR is a zero.  HAE is a zero.  \n\nStock trading >$5 is severely detached from reality.  The company is a cash furnace with lead programs that cannot be taken forward and a platform that may be fatally flawed no matter what indications they take it into in the future.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.294117552775653, "ret_signed_m1d": -0.294117552775653, "alpha_spy_m1d": -0.2951011494393856, "alpha_c_m1d": -0.2954861891141638, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.0013686363385108091, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02205872629989214, "ret_signed_p1d": -0.02205872629989214, "alpha_spy_p1d": -0.006454447672748831, "alpha_c_p1d": -0.014258057195812412, "bench_spy_p1d": 0.015604278627143309, "bench_c_p1d": 0.007800669104079727, "ret_p1w": -0.08613451775937842, "ret_signed_p1w": 0.08613451775937842, "alpha_spy_p1w": 0.08756524550626055, "alpha_c_p1w": 0.12506974206191246, "bench_spy_p1w": 0.0014307277468821322, "bench_c_p1w": 0.038935224302534044, "ret_p1m": -0.0231092706355277, "ret_signed_p1m": 0.0231092706355277, "alpha_spy_p1m": 0.04109824837280229, "alpha_c_p1m": 0.049248655912605854, "bench_spy_p1m": 0.017988977737274592, "bench_c_p1m": 0.026139385277078153, "ret_p3m": 0.251050343983898, "ret_signed_p3m": -0.251050343983898, "alpha_spy_p3m": -0.2164807367722743, "alpha_c_p3m": -0.1836392924481436, "bench_spy_p3m": 0.03456960721162372, "bench_c_p3m": 0.06741105153575444, "ret_p6m": 0.46953772042197284, "ret_signed_p6m": -0.46953772042197284, "alpha_spy_p6m": -0.3631049303689564, "alpha_c_p6m": -0.463151909008247, "bench_spy_p6m": 0.10643279005301642, "bench_c_p6m": 0.00638581141372585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0231092706355277, "alpha_spy_stated": 0.04109824837280229, "alpha_c_stated": 0.049248655912605854, "price_path": [0.1282, 0.1408, 0.1555, 0.145, 0.1544, 0.1271, 0.0809, 0.0725, 0.0636, 0.105, 0.1954, 0.1933, 0.1996, 0.2185, 0.1928, 0.1975, 0.23, 0.2206, 0.2668, 0.2437, 0.2479, 0.1859, 0.1996, 0.1996, 0.2153, 0.2889, 0.3036, 0.6922, 0.6376, 0.813, 0.7941, 0.8655, 0.7447, 0.7132, 0.7773, 0.8141, 0.9706, 1.1471, 1.0966, 1.1576, 1.1471, 1.5704, 1.6744, 1.5756, 1.4958, 1.5105, 1.7237, 1.6166, 1.5998, 1.9391, 1.833, 1.5819, 1.7195, 1.6891, 0.5536, 0.4664, 0.3782, 0.2883, 0.3256, 0.3729, 0.2815, 0.4254, 0.2941, 0.0, 0.0221, 0.0693, -0.0032, -0.0893, -0.0861, -0.1092, -0.1103, -0.1345, -0.1555, -0.1376, -0.1229, -0.1019, -0.105, -0.0557, -0.1155, -0.1492, -0.0483, 0.0231, 0.0095, -0.0084, -0.0231, -0.0158, 0.0032, -0.0525, -0.0399, -0.042, -0.0767, -0.0672, -0.0305, 0.0189, -0.0105, 0.0074, -0.0084, -0.0399, -0.0483, -0.0557, -0.0326, -0.0158, 0.0221, 0.0641, 0.105, 0.0903, 0.2006, 0.2332, 0.2626, 0.2468, 0.313, 0.3477, 0.4737, 0.6702, 0.5368, 0.4653, 0.5578, 0.4517, 0.4601, 0.3813, 0.3718, 0.3708, 0.2983, 0.1649, 0.2899, 0.312, 0.2511, 0.2605, 0.2206, 0.2468, 0.2836, 0.3109, 0.3697, 0.3277, 0.3824, 0.4265, 0.4097, 0.5, 0.4475, 0.6218, 0.4291, 0.4517, 0.3813, 0.4118, 0.459, 0.4149, 0.3666, 0.3498, 0.3403, 0.4055, 0.416, 0.3876, 0.3813, 0.3487, 0.3771, 0.3456, 0.3929, 0.3908, 0.2994, 0.2237, 0.3466, 0.3939, 0.3792, 0.3971, 0.4233, 0.4569, 0.4527, 0.417, 0.4979, 0.5525, 0.5693, 0.4874, 0.5704, 0.5977, 0.6082, 0.7405, 0.667, 0.4317, 0.3697, 0.3866, 0.3072, 0.416, 0.3929, 0.4569, 0.3981, 0.4548, 0.4401, 0.48, 0.5147, 0.4695]}
{"unit_id": "reply:2001390732687339584", "ticker_idx": 0, "ts": "2025-12-17T20:35:09+00:00", "symbol": "PALI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes have added significantly. Cheap", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still long PALI and added significantly; views it as cheap.", "resolved_tickers": ["PALI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Neon68 Yes have added significantly. Cheap", "reply_text": null, "parent_text": "@A_May_MD Any updates on $PALI? still long?", "quoted_text": null, "parent_author": "Neon68", "ret_m1d": 0.023809572804273094, "ret_signed_m1d": 0.023809572804273094, "alpha_spy_m1d": 0.01268355261202636, "alpha_c_m1d": 0.021988854251763446, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.001820718552509648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005952375461590109, "ret_signed_p1d": -0.005952375461590109, "alpha_spy_p1d": -0.013503729831790712, "alpha_c_p1d": -0.006732669119740575, "bench_spy_p1d": 0.0075513543702006025, "bench_c_p1d": 0.000780293658150466, "ret_p1w": 0.3095238787922481, "ret_signed_p1w": 0.3095238787922481, "alpha_spy_p1w": 0.27821615276056155, "alpha_c_p1w": 0.2921400086297512, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.017383870162496873, "ret_p1m": 0.12500002660921727, "ret_signed_p1m": 0.12500002660921727, "alpha_spy_p1m": 0.11281331170960063, "alpha_c_p1m": 0.11022827426015724, "bench_spy_p1m": 0.012186714899616646, "bench_c_p1m": 0.01477175234906003, "ret_p3m": 0.12500002660921727, "ret_signed_p3m": 0.12500002660921727, "alpha_spy_p3m": 0.15350321790521448, "alpha_c_p3m": 0.175985949007067, "bench_spy_p3m": -0.02850319129599721, "bench_c_p3m": -0.050985922397849714, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12500002660921727, "alpha_spy_stated": 0.11281331170960063, "alpha_c_stated": 0.11022827426015724, "price_path": [-0.6429, -0.6429, -0.625, -0.625, -0.5952, -0.5417, -0.4643, -0.4524, -0.4881, -0.2202, 0.0119, -0.0476, 0.1369, 0.0, 0.1905, 0.25, 0.1905, 0.1012, 0.1012, 0.0298, 0.0298, 0.0357, 0.1071, 0.0536, -0.0298, 0.0536, 0.0357, -0.0119, 0.1012, 0.2619, 0.1548, 0.2321, 0.1905, 0.0952, 0.0, -0.0119, 0.0, 0.0536, 0.0833, 0.2143, 0.1131, 0.2738, 0.2321, 0.2321, 0.2917, 0.3929, 0.2679, 0.3571, 0.2798, 0.3274, 0.256, 0.1131, 0.0893, 0.006, 0.0714, 0.0714, 0.0774, 0.131, 0.25, 0.3095, 0.1548, 0.0774, 0.0238, 0.0, -0.006, 0.0893, 0.2381, 0.244, 0.3095, 0.2798, 0.4762, 0.4048, 0.3988, 0.4881, 0.25, 0.1429, 0.2024, 0.131, 0.1845, 0.131, 0.125, 0.1607, 0.0417, -0.0119, 0.125, 0.0417, 0.1012, 0.1369, 0.0774, 0.0774, -0.006, -0.0417, -0.1131, -0.0417, -0.0119, -0.0595, -0.1071, -0.0238, 0.0238, 0.0298, 0.0357, 0.0357, 0.0298, 0.0119, 0.006, -0.0298, -0.0476, -0.0417, 0.0655, 0.131, 0.1012, 0.0536, 0.0774, 0.006, 0.0357, -0.0238, -0.0298, 0.0357, 0.1429, 0.1905, 0.2083, 0.1548, 0.1845, 0.1845, 0.1726, 0.1845, 0.125, 0.1369, 0.1905, 0.1905, 0.1667, 0.1905, 0.0595, 0.0417, 0.119, 0.125, 0.1488, 0.1369, 0.1131, 0.1786, 0.0833, 0.1845, 0.2262, 0.3929, 0.3869, 0.4286, 0.4881, 0.6667, 0.3929, 0.2917, 0.2381, 0.1667, 0.1607, 0.1488, 0.1905, 0.1845, 0.2679, 0.1726, 0.1905, 0.1845, 0.0714, 0.1548, 0.1429, 0.1131, 0.0774, 0.0893, 0.0774, 0.0774, 0.119, 0.1964, 0.1607, 0.1845, 0.2321, 0.2262, 0.2619, 0.2381, 0.1071, 0.1488, 0.1488, 0.0357, 0.0357, 0.006, 0.0, 0.0595, 0.0179, 0.006, 0.0595, 0.0476, 0.0476, null]}
{"unit_id": "orig:1982810115179700587", "ticker_idx": 0, "ts": "2025-10-27T14:02:24+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes, I am short $NTLA. It is going to single digits. Cash per share by the end of the year is in the $3s.", "tweet_type": "prediction", "timeline": "months", "summary": "Short NTLA to single digits / ~$3s cash/share EOY; both lead programs effectively dead after Hy's law G4 liver events, no pipeline replacement.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Ok, so time to get serious on $NTLA.  It is going to single digits.\n\nTotal operating expenses in 1H25 were >$261M.  That means that at the moment, they would have ~$500M cash.\n\n107.3M shares outstanding means ~$4.66/share is cash value.\n\nBOTH of their lead programs have now had G4 liver events, with today's event also having elevated bilirubin.  This means Hy's law was met.  If you don't know what that is, read up.  This is OVER.\n\nThese programs should be stopped, as both HAE and ATTR have multiple SAFE and highly efficacious treatment options.\n\nHy's law tells us that if they move forward (and somehow get the FDA to approve) with these drugs, they are going to kill someone.  This is NOT ACCEPTABLE when the diseases already have safe/effective treatment options.\n\nThis was a cool science experiment, but we are done here.\n\nCash per share by the end of the year is in the $3s.  They have no advanced-stage drug candidates to replace these now dead lead programs (HAE and ATTR).  It doesn't matter how \"good\" the efficacy data from these programs looks at upcoming updates.\n\nThese drugs are. not. safe.  The risk/benefit here is not acceptable.\n\nIDK if it is Cathie Wood or some other ignorant trader who pushed this to the $16s this morning, but it's not going to last.  The stock is currently up >120% from where it was in June, with the only news between now and then being today's *Extremely* negative update.  Ridiculous opportunity.\n\nYes, I am short $NTLA.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.7308992865110409, "ret_signed_m1d": -0.7308992865110409, "alpha_spy_m1d": -0.7425594777883632, "alpha_c_m1d": -0.733222175795517, "bench_spy_m1d": -0.011660191277322318, "bench_c_m1d": -0.002322889284476104, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05611899431013012, "ret_signed_p1d": 0.05611899431013012, "alpha_spy_p1d": 0.05877492028152598, "alpha_c_p1d": 0.04983362194247343, "bench_spy_p1d": 0.002655925971395856, "bench_c_p1d": -0.006285372367656694, "ret_p1w": -0.11629481213421933, "ret_signed_p1w": 0.11629481213421933, "alpha_spy_p1w": 0.11352195465047232, "alpha_c_p1w": 0.10317732588790618, "bench_spy_p1w": -0.0027728574837470044, "bench_c_p1w": -0.013117486246313148, "ret_p1m": -0.42190667932472126, "ret_signed_p1m": 0.42190667932472126, "alpha_spy_p1m": 0.4069922535235585, "alpha_c_p1m": 0.5066235458535655, "bench_spy_p1m": -0.014914425801162756, "bench_c_p1m": 0.08471686652884425, "ret_p3m": -0.0655848728553532, "ret_signed_p3m": 0.0655848728553532, "alpha_spy_p3m": 0.08343965020365363, "alpha_c_p3m": 0.12432042720036618, "bench_spy_p3m": 0.017854777348300432, "bench_c_p3m": 0.058735554345012986, "ret_p6m": -0.15855309486660774, "ret_signed_p6m": 0.15855309486660774, "alpha_spy_p6m": 0.20290498399757217, "alpha_c_p6m": 0.14262074658606305, "bench_spy_p6m": 0.04435188913096444, "bench_c_p6m": -0.015932348280544684, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.42190667932472126, "alpha_spy_stated": 0.4069922535235585, "alpha_c_stated": 0.5066235458535655, "price_path": [-0.1548, -0.1663, -0.213, -0.2231, -0.1805, -0.217, -0.2312, -0.2252, -0.2705, -0.2738, -0.2657, -0.2563, -0.263, -0.2569, -0.2745, -0.3043, -0.3097, -0.3154, -0.2887, -0.2306, -0.2319, -0.2279, -0.2157, -0.2323, -0.2292, -0.2082, -0.2143, -0.1846, -0.1995, -0.1968, -0.2366, -0.2279, -0.2279, -0.2177, -0.1704, -0.1609, 0.0892, 0.0541, 0.167, 0.1548, 0.2008, 0.1231, 0.1028, 0.144, 0.1677, 0.2684, 0.382, 0.3496, 0.3888, 0.382, 0.6545, 0.7214, 0.6579, 0.6065, 0.616, 0.7532, 0.6842, 0.6734, 0.8918, 0.8235, 0.6619, 0.7505, 0.7309, 0.0, -0.0561, -0.1129, -0.1707, -0.1467, -0.1163, -0.1751, -0.0825, -0.167, -0.3563, -0.3421, -0.3117, -0.3584, -0.4138, -0.4118, -0.4266, -0.4273, -0.4429, -0.4564, -0.4449, -0.4354, -0.4219, -0.4239, -0.3922, -0.4307, -0.4523, -0.3874, -0.3414, -0.3502, -0.3617, -0.3712, -0.3665, -0.3543, -0.3901, -0.382, -0.3834, -0.4057, -0.3996, -0.3759, -0.3442, -0.3631, -0.3516, -0.3617, -0.382, -0.3874, -0.3922, -0.3773, -0.3665, -0.3421, -0.3151, -0.2887, -0.2982, -0.2272, -0.2062, -0.1873, -0.1974, -0.1548, -0.1325, -0.0514, 0.0751, -0.0108, -0.0568, 0.0027, -0.0656, -0.0602, -0.1109, -0.117, -0.1176, -0.1643, -0.2502, -0.1697, -0.1555, -0.1947, -0.1886, -0.2143, -0.1974, -0.1738, -0.1562, -0.1183, -0.1454, -0.1102, -0.0818, -0.0926, -0.0345, -0.0683, 0.0439, -0.0801, -0.0656, -0.1109, -0.0913, -0.0609, -0.0892, -0.1204, -0.1312, -0.1373, -0.0953, -0.0886, -0.1068, -0.1109, -0.1318, -0.1136, -0.1339, -0.1034, -0.1048, -0.1636, -0.2123, -0.1332, -0.1028, -0.1122, -0.1007, -0.0838, -0.0622, -0.0649, -0.0879, -0.0358, -0.0007, 0.0101, -0.0426, 0.0108, 0.0284, 0.0352, 0.1204, 0.073, -0.0784, -0.1183, -0.1075, -0.1586]}
{"unit_id": "orig:2008645335338688883", "ticker_idx": 0, "ts": "2026-01-06T21:02:21+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "$LLY is now out of M&A Capital for several years, as this represents multiple HOURS of tirzepatide revenues", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic: LLY's $1B deal is trivial vs tirzepatide cash flow, implying LLY remains M&A-capable and bullish; genuinely congratulates VTYX longs on the acquisition.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "Oh no $1B!!!!  $LLY is now out of M&amp;A Capital for several years, as this represents multiple HOURS of tirzepatide revenues 😱😱😱😱😱\n\n(Congrats $VTYX longs!!!)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03975306117373323, "ret_signed_m1d": -0.03975306117373323, "alpha_spy_m1d": -0.0429868974424753, "alpha_c_m1d": -0.0429868974424753, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.003233836268742074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020666259523421382, "ret_signed_p1d": -0.020666259523421382, "alpha_spy_p1d": -0.020564732209148118, "alpha_c_p1d": -0.020564732209148118, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.00010152731427326422, "ret_p1w": -0.0314053350503356, "ret_signed_p1w": -0.0314053350503356, "alpha_spy_p1w": -0.03253646144739286, "alpha_c_p1w": -0.03253646144739286, "bench_spy_p1w": 0.0011311263970572583, "bench_c_p1w": 0.0011311263970572583, "ret_p1m": -0.045041465052463425, "ret_signed_p1m": -0.045041465052463425, "alpha_spy_p1m": -0.04654960392154173, "alpha_c_p1m": -0.04654960392154173, "bench_spy_p1m": 0.0015081388690783015, "bench_c_p1m": 0.0015081388690783015, "ret_p3m": -0.13654650414097846, "ret_signed_p3m": -0.13654650414097846, "alpha_spy_p3m": -0.1252161092566738, "alpha_c_p3m": -0.1252161092566738, "bench_spy_p3m": -0.011330394884304651, "bench_c_p3m": -0.011330394884304651, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045041465052463425, "alpha_spy_stated": -0.04654960392154173, "alpha_c_stated": -0.04654960392154173, "price_path": [-0.2398, -0.2379, -0.2292, -0.2489, -0.2616, -0.268, -0.2552, -0.2616, -0.2765, -0.271, -0.2795, -0.2679, -0.2601, -0.2562, -0.2553, -0.261, -0.2669, -0.239, -0.2225, -0.1921, -0.1828, -0.1657, -0.1552, -0.167, -0.1289, -0.1091, -0.0828, -0.0783, -0.0747, -0.078, -0.0704, -0.0528, -0.0585, -0.0437, -0.0342, 0.0017, -0.0034, -0.0294, -0.0453, -0.0559, -0.0673, -0.0845, -0.0882, -0.0997, -0.1136, -0.1033, -0.0891, -0.0727, -0.0414, -0.0486, -0.0598, -0.0462, -0.0331, -0.0285, -0.0329, -0.0281, -0.0274, -0.0265, -0.0256, -0.0302, -0.025, -0.0601, -0.0398, 0.0, -0.0207, -0.0402, -0.0244, -0.0279, -0.0314, -0.0678, -0.0629, -0.0603, -0.0267, -0.0187, -0.0395, -0.0409, -0.0619, -0.0761, -0.0758, -0.064, -0.0577, -0.0944, -0.0009, -0.0787, -0.045, -0.0572, -0.075, -0.0838, -0.063, -0.0599, -0.0635, -0.0775, -0.0751, -0.0874, -0.0431, -0.0579, -0.07, -0.0761, -0.049, -0.0798, -0.0891, -0.0928, -0.1112, -0.1048, -0.0885, -0.0948, -0.0962, -0.1166, -0.1095, -0.1059, -0.159, -0.1701, -0.1706, -0.1804, -0.1769, -0.1837, -0.1717, -0.1891, -0.2061, -0.1985, -0.1686, -0.1372, -0.1543, -0.162, -0.1583, -0.1383, -0.1365, -0.1508, -0.1597, -0.1661, -0.1819, -0.1828, -0.162, -0.1684, -0.1837, -0.167, -0.1705, -0.2009, -0.2151, -0.2099, -0.2305, -0.1552, -0.1292, -0.125, -0.1061, -0.1077, -0.1187, -0.1426, -0.1259, -0.1052, -0.0818, -0.09, -0.09, -0.1053, -0.0751, -0.0774, -0.0568, -0.0356, -0.0359, -0.0194, 0.0203, 0.0006, -0.0201, -0.0364, -0.0231, 0.019, 0.0245, 0.0406, 0.0365, 0.029, 0.0513, 0.0259, 0.0226, 0.0164, 0.0069, -0.0052, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1960730089290711187", "ticker_idx": 0, "ts": "2025-08-27T15:44:16+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I personally expect $ABVX to do the same", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects ABVX to follow VRNA's pre-buyout run-up pattern over weeks to months.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ag76_biotech Exactly what $VRNA did.  I personally expect $ABVX to do the same. \n\n(I’m biased, although I was for $VRNA as well and called that one correctly, so 🤷🏻‍♂️) https://t.co/2iFkuAMCu5", "reply_text": null, "parent_text": "Buyout run up has started for $abvx, note how stock is up every day 2-3% for no reason, this pre buyout run up can last from few weeks to few months", "quoted_text": null, "parent_author": "ag76_biotech", "ret_m1d": 0.003399177162647149, "ret_signed_m1d": 0.003399177162647149, "alpha_spy_m1d": 0.005672545588240485, "alpha_c_m1d": 0.0028150631015118055, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": 0.0005841140611353435, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027823228956083135, "ret_signed_p1d": 0.027823228956083135, "alpha_spy_p1d": 0.024281904823238554, "alpha_c_p1d": 0.03176577316779605, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": -0.003942544211712917, "ret_p1w": 0.07704900822193816, "ret_signed_p1w": 0.07704900822193816, "alpha_spy_p1w": 0.07319847315340966, "alpha_c_p1w": 0.07369069092183622, "bench_spy_p1w": 0.0038505350685285045, "bench_c_p1w": 0.003358317300101943, "ret_p1m": 0.0429308324262041, "ret_signed_p1m": 0.0429308324262041, "alpha_spy_p1m": 0.016602284736525252, "alpha_c_p1m": 0.04913896278385099, "bench_spy_p1m": 0.02632854768967885, "bench_c_p1m": -0.0062081303576468905, "ret_p3m": 0.6143773792631271, "ret_signed_p3m": 0.6143773792631271, "alpha_spy_p3m": 0.5675785904538144, "alpha_c_p3m": 0.44991733436895087, "bench_spy_p3m": 0.04679878880931265, "bench_c_p3m": 0.1644600448941762, "ret_p6m": 0.5268789917327255, "ret_signed_p6m": 0.5268789917327255, "alpha_spy_p6m": 0.4599249943033754, "alpha_c_p6m": 0.346927623516633, "bench_spy_p6m": 0.06695399742935004, "bench_c_p6m": 0.17995136821609248, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0429308324262041, "alpha_spy_stated": 0.016602284736525252, "alpha_c_stated": 0.04913896278385099, "price_path": [-0.9285, -0.9243, -0.9242, -0.9201, -0.9026, -0.8985, -0.8974, -0.8969, -0.9018, -0.9009, -0.9066, -0.9116, -0.9121, -0.9154, -0.9237, -0.9238, -0.9248, -0.9231, -0.9163, -0.9112, -0.9096, -0.9068, -0.9037, -0.9036, -0.9023, -0.8998, -0.8999, -0.9024, -0.8954, -0.8955, -0.8959, -0.8888, -0.8886, -0.8756, -0.8698, -0.8747, -0.8723, -0.8741, -0.1363, -0.1217, -0.1629, -0.1619, -0.1212, -0.1082, -0.0964, -0.0942, -0.0927, -0.1073, -0.1302, -0.1185, -0.1171, -0.1313, -0.0947, -0.1201, -0.1243, -0.1132, -0.1186, -0.1318, -0.0949, -0.0629, -0.0271, -0.0248, 0.0034, 0.0, 0.0278, 0.0201, 0.0322, 0.0531, 0.077, 0.1083, 0.1331, 0.1236, 0.1032, 0.0822, 0.0577, 0.0811, 0.0359, 0.0198, 0.0488, 0.0361, 0.035, 0.0326, 0.0393, 0.0324, 0.0429, 0.0491, 0.0689, 0.0374, 0.0433, 0.0565, 0.0911, 0.0954, 0.0891, 0.1408, 0.1805, 0.204, 0.2315, 0.2037, 0.1697, 0.1674, 0.1518, 0.1541, 0.142, 0.139, 0.1426, 0.194, 0.1865, 0.2456, 0.313, 0.2894, 0.2445, 0.2418, 0.2541, 0.3081, 0.3253, 0.336, 0.373, 0.3022, 0.2703, 0.3898, 0.4304, 0.4331, 0.422, 0.5473, 0.4997, 0.5827, 0.6144, 0.5823, 0.5716, 0.5098, 0.4457, 0.3966, 0.3929, 0.4416, 0.4484, 0.549, 0.6056, 0.6756, 0.5806, 0.4845, 0.3972, 0.3952, 0.4303, 0.4471, 0.7464, 0.7418, 0.8294, 0.7916, 0.7676, 0.7417, 0.6978, 0.6841, 0.5514, 0.4994, 0.5923, 0.454, 0.4403, 0.4856, 0.5062, 0.5738, 0.4705, 0.4743, 0.4962, 0.5109, 0.5565, 0.5375, 0.5218, 0.4968, 0.435, 0.4294, 0.3993, 0.4032, 0.4267, 0.4298, 0.3938, 0.4814, 0.508, 0.5004, 0.5456, 0.5679, 0.5736, 0.5816, 0.5986, 0.6397, 0.6411, 0.6733, 0.6151, 0.5527, 0.5041, 0.5269]}
{"unit_id": "reply:2005672425770389870", "ticker_idx": 0, "ts": "2025-12-29T16:09:04+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The drug is a dud. Further development is a waste of money and a risk of further deaths.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: repeated fatal liver toxicity events make the lead drug a dud facing a black-box warning vs competitors with zero fatal side effects.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "They had liver tox during P1s dose escalation.  They went with a lower dose because of it.\n\nThey had a G4 liver tox event early in P2.\n\nThey now had a G5 liver tox event in middle of P2.\n\nSure the FDA could allow them to continue the trial.  Totally possible, if stupid.  \n\nWorrying about that alone is naive and myopic.  The FDA does not weigh in on commercial viability *at all*.  They’ll gladly approve a drug that will do $0.00 in sales.  That is not their concern or jurisdiction.\n\nThat is the situation $NTLA is in.  Even if they got approved someday, they’ll have a black box warning for fatal liver toxicity versus a stable of effective drugs with ****ZERO**** fatal side effects.\n\nThe drug is a dud. Further development is a waste of money and a risk of further deaths.  Safety is paramount.  If you pretend you can’t understand that then I can’t help you 🤷🏻‍♂️", "reply_text": null, "parent_text": "@A_May_MD This is exactly what I’m talking about. It IS a complex situation. One that the fda will weigh in on and help clarify. We don’t even have data back on the patient. Yet you have drawn conclusions.  Your thesis may be end up correct but it won’t be b/c of your analysis.", "quoted_text": null, "parent_author": "unsureoptimist", "ret_m1d": 0.03282267240610248, "ret_signed_m1d": -0.03282267240610248, "alpha_spy_m1d": -0.029246273853360982, "alpha_c_m1d": -0.03128226051382765, "bench_spy_m1d": 0.0035763985527415, "bench_c_m1d": 0.0015404118922748289, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008752726553724832, "ret_signed_p1d": 0.008752726553724832, "alpha_spy_p1d": 0.007531602145152583, "alpha_c_p1d": 0.007918357265122689, "bench_spy_p1d": -0.0012211244085722495, "bench_c_p1d": -0.0008343692886021437, "ret_p1w": 0.0645513322485376, "ret_signed_p1w": -0.0645513322485376, "alpha_spy_p1w": -0.05879423333112688, "alpha_c_p1w": -0.04991815678161049, "bench_spy_p1w": 0.005757098917410719, "bench_c_p1w": 0.014633175466927106, "ret_p1m": 0.5207876473095481, "ret_signed_p1m": -0.5207876473095481, "alpha_spy_p1m": -0.5117885786075849, "alpha_c_p1m": -0.5335595450045648, "bench_spy_p1m": 0.008999068701963209, "bench_c_p1m": -0.012771897695016743, "ret_p3m": 0.40262573449353267, "ret_signed_p3m": -0.40262573449353267, "alpha_spy_p3m": -0.4545758404688265, "alpha_c_p3m": -0.4578037506475514, "bench_spy_p3m": -0.051950105975293814, "bench_c_p3m": -0.05517801615401874, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5207876473095481, "alpha_spy_stated": -0.5117885786075849, "alpha_c_stated": -0.5335595450045648, "price_path": [0.8512, 0.8895, 1.0525, 1.2363, 1.1838, 1.2473, 1.2363, 1.6772, 1.7856, 1.6827, 1.5996, 1.6149, 1.837, 1.7254, 1.7079, 2.0613, 1.9508, 1.6893, 1.8326, 1.8009, 0.6182, 0.5274, 0.4354, 0.3419, 0.3807, 0.43, 0.3348, 0.4847, 0.3479, 0.0416, 0.0646, 0.1138, 0.0383, -0.0514, -0.0481, -0.0722, -0.0733, -0.0985, -0.1204, -0.1018, -0.0864, -0.0646, -0.0678, -0.0164, -0.0788, -0.1138, -0.0088, 0.0656, 0.0514, 0.0328, 0.0175, 0.0252, 0.0449, -0.0131, 0.0, -0.0022, -0.0383, -0.0284, 0.0098, 0.0613, 0.0306, 0.0492, 0.0328, 0.0, -0.0088, -0.0164, 0.0077, 0.0252, 0.0646, 0.1083, 0.151, 0.1357, 0.2505, 0.2845, 0.3151, 0.2987, 0.3676, 0.4037, 0.535, 0.7396, 0.6007, 0.5263, 0.6225, 0.512, 0.5208, 0.4387, 0.4289, 0.4278, 0.3523, 0.2133, 0.3435, 0.3665, 0.3031, 0.3129, 0.2713, 0.2987, 0.337, 0.3654, 0.4267, 0.3829, 0.4398, 0.4858, 0.4683, 0.5624, 0.5077, 0.6893, 0.4885, 0.512, 0.4387, 0.4705, 0.5197, 0.4737, 0.4234, 0.4059, 0.3961, 0.4639, 0.4748, 0.4453, 0.4387, 0.4048, 0.4344, 0.4015, 0.4508, 0.4486, 0.3534, 0.2746, 0.4026, 0.4519, 0.4365, 0.4551, 0.4825, 0.5175, 0.5131, 0.4759, 0.5602, 0.6171, 0.6346, 0.5492, 0.6357, 0.6641, 0.6751, 0.8129, 0.7363, 0.4912, 0.4267, 0.4442, 0.3616, 0.4748, 0.4508, 0.5175, 0.4562, 0.5153, 0.5, 0.5416, 0.5777, 0.5306, 0.5624, 0.4322, 0.4956, 0.3884, 0.3063, 0.3414, 0.3534, 0.3786, 0.3796, 0.4705, 0.4967, 0.5394, 0.5022, 0.4365, 0.4245, 0.6138, 0.4814, 0.4759, 0.4103, 0.3348, 0.3512, 0.3249, 0.6324, 0.5919, 0.663, 0.7144, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:1982983923253604396", "ticker_idx": 0, "ts": "2025-10-28T01:33:04+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why it doesn't trade to all time lows is beyond me… Hy's Law case treated with such grace as $NTLA got today… That already questionable R/R skew just got hit with the grim reaper of drug development AEs", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: Hy's Law case should have driven stock to all-time lows; current >$1B EV seen as irrational given safety risk and available alternatives.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "“Oh my god.  He admit it!”\n\nTony admits he got MNPI on $NTLA and disclosed where it came from on his spaces 😂 \n\n1) Get MNPI\n2) Post it on X pretending it is just a random prediction \n3) Get called out for blatant MNPI when the news comes out\n4) Deny it for a few hours\n5) Admit to it and disclose your source a few hours later\n\nActually, sincerely unbelievable. \n\nhttps://t.co/a91HCZ5V7H\n\n---\n\nAaannnyway, more productive discussions ahead.  Enough with the side story. \n\nHave had the discussion with multiple people today that I/we have never seen a Hy’s Law case treated with such grace as $NTLA got today (still trading at >$1B enterprise value and well above yearly average trading price).  Really bizarre from my perspective.  \n\nSure, we are in a bear market, but Hy’s law stands alone as the ultimate bogeyman in drug development.  That’s on top of the $NTLA bear thesis having always been that safer effective treatments are readily available for these diseases.\n\nThat already questionable R/R skew just got hit with the grim reaper of drug development AEs…\n\nWhy it doesn’t trade to all time lows is beyond me, but hey - markets can be irrational!  \n\nI certainly have my biases as well…still, if you’re brushing of a Hy’s Law case as no big deal, you might want to look into your biases as well!\n\n---\n\nI got so used to typing “bear market” that I literally can’t stop…might have even been autocorrect - even iOS doesn’t comprehend biotech being in a bull* market 😅 $XBI $BBC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05945558176490007, "ret_signed_m1d": -0.05945558176490007, "alpha_spy_m1d": -0.06210447247865403, "alpha_c_m1d": -0.05313045361152624, "bench_spy_m1d": -0.0026488907137539597, "bench_c_m1d": 0.006325128153373827, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06017193053671299, "ret_signed_p1d": 0.06017193053671299, "alpha_spy_p1d": 0.06065230117539899, "alpha_c_p1d": 0.050065329737447706, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": -0.010106600799265286, "ret_p1w": -0.12607451461837216, "ret_signed_p1w": 0.12607451461837216, "alpha_spy_p1w": 0.10887074288032439, "alpha_c_p1w": 0.12366827680705206, "bench_spy_p1w": -0.01720377173804777, "bench_c_p1w": -0.0024062378113201, "ret_p1m": -0.38968478263022965, "ret_signed_p1m": 0.38968478263022965, "alpha_spy_p1m": 0.3789433977726444, "alpha_c_p1m": 0.4788562787513797, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": 0.08917149612115005, "ret_p3m": -0.004298024316099047, "ret_signed_p3m": 0.004298024316099047, "alpha_spy_p3m": 0.017442158079661096, "alpha_c_p3m": 0.06634703324253688, "bench_spy_p3m": 0.01314413376356205, "bench_c_p3m": 0.06204900892643783, "ret_p6m": -0.03438398958445554, "ret_signed_p6m": 0.03438398958445554, "alpha_spy_p6m": 0.0863328988573735, "alpha_c_p6m": 0.04651461869832518, "bench_spy_p6m": 0.051948909272917954, "bench_c_p6m": 0.01213062911386964, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.38968478263022965, "alpha_spy_stated": 0.3789433977726444, "alpha_c_stated": 0.4788562787513797, "price_path": [-0.1168, -0.1662, -0.1769, -0.1318, -0.1705, -0.1855, -0.1791, -0.2271, -0.2307, -0.2221, -0.212, -0.2192, -0.2128, -0.2314, -0.2629, -0.2686, -0.2747, -0.2464, -0.1848, -0.1862, -0.1819, -0.1691, -0.1866, -0.1834, -0.1612, -0.1676, -0.1361, -0.1519, -0.149, -0.1913, -0.1819, -0.1819, -0.1712, -0.1211, -0.111, 0.154, 0.1168, 0.2364, 0.2235, 0.2722, 0.1898, 0.1683, 0.212, 0.2371, 0.3438, 0.4642, 0.4298, 0.4713, 0.4642, 0.7529, 0.8238, 0.7564, 0.702, 0.712, 0.8574, 0.7844, 0.7729, 1.0043, 0.9319, 0.7607, 0.8546, 0.8338, 0.0595, 0.0, -0.0602, -0.1214, -0.096, -0.0638, -0.1261, -0.0279, -0.1175, -0.3181, -0.303, -0.2708, -0.3202, -0.3789, -0.3768, -0.3926, -0.3933, -0.4097, -0.4241, -0.4119, -0.4019, -0.3875, -0.3897, -0.356, -0.3968, -0.4198, -0.351, -0.3023, -0.3116, -0.3238, -0.3338, -0.3288, -0.3159, -0.3539, -0.3453, -0.3467, -0.3703, -0.3639, -0.3388, -0.3052, -0.3252, -0.313, -0.3238, -0.3453, -0.351, -0.356, -0.3403, -0.3288, -0.303, -0.2744, -0.2464, -0.2564, -0.1812, -0.159, -0.139, -0.1497, -0.1046, -0.0809, 0.005, 0.139, 0.048, -0.0007, 0.0623, -0.01, -0.0043, -0.058, -0.0645, -0.0652, -0.1146, -0.2056, -0.1203, -0.1053, -0.1468, -0.1404, -0.1676, -0.1497, -0.1246, -0.106, -0.0659, -0.0946, -0.0573, -0.0272, -0.0387, 0.0229, -0.0129, 0.106, -0.0254, -0.01, -0.058, -0.0372, -0.005, -0.0351, -0.0681, -0.0795, -0.086, -0.0415, -0.0344, -0.0537, -0.058, -0.0802, -0.0609, -0.0824, -0.0501, -0.0516, -0.1139, -0.1655, -0.0817, -0.0494, -0.0595, -0.0473, -0.0294, -0.0064, -0.0093, -0.0337, 0.0215, 0.0587, 0.0702, 0.0143, 0.0709, 0.0895, 0.0967, 0.187, 0.1368, -0.0236, -0.0659, -0.0544, -0.1085, -0.0344]}
{"unit_id": "reply:1992289307608981758", "ticker_idx": 0, "ts": "2025-11-22T17:49:20+00:00", "symbol": "AA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my opinion remains that the stock is too cheap", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AA: stock is too cheap even without the AtD catalyst; AA is a call option on top of an already undervalued base.", "resolved_tickers": ["AA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Aluminum'", "bench_c_industry": "Aluminum", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Idk, it’ll be up a lot if it works, but I’ll work on the numbers more when Dec comes around.  Would be more important to me if it weren’t my opinion that the AtD opportunity is currently severely mispriced.  AA is a nice call option in my book, but even without it, my opinion remains that the stock is too cheap.", "reply_text": null, "parent_text": "@A_May_MD What do you think is the stock up/down on this trial? Feels like people don't want to own it ahead of the data - on the other hand a miss is a miss \n\n@A_May_MD \n@seedy19tron", "quoted_text": null, "parent_author": "sleepingbear84", "ret_m1d": -0.06146690033604385, "ret_signed_m1d": -0.06146690033604385, "alpha_spy_m1d": -0.046961788498639856, "alpha_c_m1d": -0.059502095528704446, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.001964804807339404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012396726480610853, "ret_signed_p1d": 0.012396726480610853, "alpha_spy_p1d": 0.0029907063884833107, "alpha_c_p1d": -0.0025132298332197767, "bench_spy_p1d": 0.009406020092127543, "bench_c_p1d": 0.01490995631383063, "ret_p1w": 0.07050615329250154, "ret_signed_p1w": 0.07050615329250154, "alpha_spy_p1w": 0.051365394746353266, "alpha_c_p1w": 0.049123710255503994, "bench_spy_p1w": 0.019140758546148273, "bench_c_p1w": 0.021382443036997545, "ret_p1m": 0.38507233408803754, "ret_signed_p1m": 0.38507233408803754, "alpha_spy_p1m": 0.3496469488769589, "alpha_c_p1m": 0.3199629459463633, "bench_spy_p1m": 0.03542538521107863, "bench_c_p1m": 0.06510938814167422, "ret_p3m": 0.6392044856455132, "ret_signed_p3m": 0.6392044856455132, "alpha_spy_p3m": 0.6053989494282868, "alpha_c_p3m": 0.40772984216868924, "bench_spy_p3m": 0.033805536217226484, "bench_c_p3m": 0.231474643476824, "ret_p6m": 0.9582884149718274, "ret_signed_p6m": 0.9582884149718274, "alpha_spy_p6m": 0.8234557259001025, "alpha_c_p6m": 0.7596127195868172, "bench_spy_p6m": 0.13483268907172485, "bench_c_p6m": 0.19867569538501018, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.38507233408803754, "alpha_spy_stated": 0.3496469488769589, "alpha_c_stated": 0.3199629459463633, "price_path": [-0.1771, -0.1809, -0.1778, -0.1709, -0.2031, -0.1987, -0.1941, -0.1802, -0.1747, -0.1946, -0.2033, -0.1683, -0.1438, -0.1346, -0.1377, -0.1536, -0.1572, -0.1639, -0.1595, -0.1879, -0.1956, -0.1899, -0.1575, -0.1281, -0.1529, -0.1281, -0.1029, -0.1114, -0.1297, -0.0849, -0.0454, -0.047, -0.098, -0.0663, -0.0792, -0.0609, -0.0436, -0.0735, 0.0035, -0.0411, -0.0818, 0.0339, 0.0153, 0.0277, 0.0125, 0.0022, -0.0532, -0.0524, -0.0418, -0.0894, -0.077, -0.0522, -0.0362, 0.0018, -0.032, 0.0338, -0.0137, -0.0292, -0.0759, -0.056, -0.0517, -0.0746, -0.0615, 0.0, 0.0124, 0.0736, 0.078, 0.0757, 0.0705, 0.1389, 0.1366, 0.1304, 0.1482, 0.1227, 0.1529, 0.22, 0.1916, 0.1748, 0.2025, 0.2097, 0.2443, 0.3236, 0.3874, 0.3856, 0.3851, 0.4011, 0.3887, 0.4044, 0.3724, 0.4602, 0.5868, 0.6415, 0.6204, 0.5777, 0.6444, 0.696, 0.6883, 0.6676, 0.648, 0.5514, 0.6043, 0.6495, 0.6307, 0.6067, 0.5121, 0.5408, 0.5498, 0.5661, 0.4672, 0.5034, 0.5845, 0.5021, 0.4561, 0.5279, 0.6105, 0.595, 0.6309, 0.5628, 0.5483, 0.4842, 0.555, 0.5416, 0.5622, 0.5447, 0.586, 0.6761, 0.6392, 0.6033, 0.655, 0.6488, 0.5896, 0.5594, 0.5405, 0.5795, 0.586, 0.7166, 0.7055, 0.645, 0.7229, 0.6923, 0.6615, 0.5172, 0.4603, 0.4507, 0.4662, 0.5185, 0.49, 0.511, 0.6354, 0.7159, 0.8641, 0.8504, 0.8369, 0.8874, 0.8563, 0.8954, 0.8892, 0.8964, 0.8584, 0.8206, 0.8214, 0.6975, 0.721, 0.7371, 0.7728, 0.691, 0.7076, 0.7425, 0.6341, 0.6158, 0.6502, 0.6202, 0.6158, 0.6313, 0.6365, 0.6204, 0.6344, 0.6903, 0.7492, 0.7705, 0.7079, 0.6176, 0.6191, 0.6564, 0.6619, 0.7171, 0.8495, 0.9321, 0.8953, 0.9583]}
{"unit_id": "reply:1989390412344430910", "ticker_idx": 0, "ts": "2025-11-14T17:50:10+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "33% but big upside on that skews + r/r", "tweet_type": "prediction", "timeline": "unspecified", "summary": "33% chance of reversal but asymmetric upside skews risk/reward positive; implicitly bullish.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@btcbabey 33% but big upside on that skews + r/r", "reply_text": null, "parent_text": "@A_May_MD What chance do you think qure gets reversed? Im at 65%", "quoted_text": null, "parent_author": "btcbabey", "ret_m1d": 0.015394946611152704, "ret_signed_m1d": 0.015394946611152704, "alpha_spy_m1d": 0.015231095395017658, "alpha_c_m1d": 0.009401375547629875, "bench_spy_m1d": 0.00016385121613504694, "bench_c_m1d": 0.005993571063522829, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015060266920298826, "ret_signed_p1d": 0.015060266920298826, "alpha_spy_p1d": 0.024376614435814292, "alpha_c_p1d": 0.015916505835379513, "bench_spy_p1d": -0.009316347515515466, "bench_c_p1d": -0.0008562389150806871, "ret_p1w": -0.06927710016612698, "ret_signed_p1w": -0.06927710016612698, "alpha_spy_p1w": -0.05007875666620276, "alpha_c_p1w": -0.08758707365200857, "bench_spy_p1w": -0.01919834349992422, "bench_c_p1w": 0.018309973485881592, "ret_p1m": -0.2674029449642452, "ret_signed_p1m": -0.2674029449642452, "alpha_spy_p1m": -0.27773152481107677, "alpha_c_p1m": -0.2821563194769039, "bench_spy_p1m": 0.010328579846831554, "bench_c_p1m": 0.014753374512658679, "ret_p3m": -0.2158634215779991, "ret_signed_p3m": -0.2158634215779991, "alpha_spy_p3m": -0.24025279874371552, "alpha_c_p3m": -0.2587496510490148, "bench_spy_p3m": 0.02438937716571643, "bench_c_p3m": 0.042886229471015724, "ret_p6m": -0.17369473803478608, "ret_signed_p6m": -0.17369473803478608, "alpha_spy_p6m": -0.2718864031093452, "alpha_c_p6m": -0.15212823936282283, "bench_spy_p6m": 0.09819166507455912, "bench_c_p6m": -0.021566498671963252, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2674029449642452, "alpha_spy_stated": -0.27773152481107677, "alpha_c_stated": -0.2821563194769039, "price_path": [-0.4759, -0.4869, -0.4819, -0.4796, -0.4746, -0.4796, -0.4716, -0.4729, -0.4558, -0.4535, -0.4307, -0.4183, -0.4066, -0.3993, -0.4167, -0.4147, -0.415, -0.4331, -0.4483, -0.5035, -0.5157, -0.5261, -0.5067, -0.5358, -0.5371, -0.5428, 0.5897, 0.762, 0.8176, 0.988, 0.9535, 0.8404, 0.824, 0.838, 0.7707, 0.9384, 1.007, 1.1302, 1.0601, 1.0756, 0.9732, 1.1027, 1.0077, 0.9411, 1.1392, 1.1108, 1.005, 0.9856, 1.0418, 1.2731, 1.3427, 1.3624, 1.2711, 1.2654, 0.1476, 0.0187, -0.1278, -0.0793, -0.0699, -0.1248, 0.0321, 0.008, 0.0154, 0.0, 0.0151, -0.0057, -0.0646, -0.0663, -0.0693, -0.0703, -0.0643, -0.0753, -0.0793, -0.1108, -0.1526, -0.1473, -0.239, -0.2861, -0.2714, -0.3046, -0.326, -0.339, -0.3471, -0.3163, -0.2674, -0.2293, -0.1991, -0.1971, -0.164, -0.1908, -0.157, -0.1697, -0.178, -0.2041, -0.1991, -0.2172, -0.2426, -0.2533, -0.2276, -0.2252, -0.1526, -0.2289, -0.2805, -0.252, -0.2644, -0.2356, -0.2503, -0.2724, -0.2406, -0.1606, -0.1543, -0.1844, -0.2296, -0.2083, -0.2396, -0.1734, -0.0696, -0.1081, -0.1794, -0.1416, -0.1282, -0.173, -0.1931, -0.2513, -0.3139, -0.2721, -0.2159, -0.1834, -0.2159, -0.1812, -0.1958, -0.1677, -0.4272, -0.4769, -0.6486, -0.6978, -0.6975, -0.6436, -0.5224, -0.3979, -0.3889, -0.4123, -0.4331, -0.4803, -0.4665, -0.4772, -0.507, -0.4893, -0.4615, -0.4672, -0.492, -0.4525, -0.4779, -0.5057, -0.507, -0.4528, -0.4347, -0.4257, -0.418, -0.4264, -0.4682, -0.4545, -0.4853, -0.4003, -0.428, -0.4227, -0.4374, -0.4116, -0.3963, -0.416, -0.405, -0.413, -0.3966, -0.4009, -0.3959, -0.4401, -0.3323, -0.3598, -0.3079, -0.2918, -0.2363, -0.1918, -0.0743, -0.075, -0.0261, -0.0238, -0.0713, -0.0947, -0.1657, -0.1737]}
{"unit_id": "thread:2010380294977712215", "ticker_idx": 0, "ts": "2026-01-11T15:56:28+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it is over for Intellia in ATTR because these safety issues are now a permanent black mark on the drug that will now have to launch as an unsafe option against safe treatment alternatives. The studies can continue and the drug still end up worthless. That is my stance.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: ATTR program worthless due to permanent safety-issue stigma vs. safe competitors, regardless of whether FDA halts trials.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Give me an example of what you think I was wrong about but didn't admit?  Just more made up nonsense from you trying to pick fights.\n\nI do not accept your offer to bet that $NTLA will not be allowed to resume their trial, because I do not think the odds of the FDA shutting the trials down completely is high enough for such a bet.\n\nIt's entirely possible the FDA allows the study to continue.  My assertion has always been that it is over for Intellia in ATTR because these safety issues are now a permanent black mark on the drug that will now have to launch as an unsafe option against safe treatment alternatives.  The studies can continue and the drug still end up worthless.  That is my stance.\n\nNothing more, nothing less. \n\nAlthough I believe that the FDA *shouldn't* allow the studies to continue, it is not necessarily my assertion that they *won't*.\n\n---\n\n@RNAiAnalyst @Cattletech No examples Dirk?  Why are you always calling me out for stuff that you can't back up and then just ghosting me when I respond to it?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0918635312948678, "ret_signed_m1d": 0.0918635312948678, "alpha_spy_m1d": 0.09029556068699052, "alpha_c_m1d": 0.09141872248817917, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.00044480880668862355, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02712156235044083, "ret_signed_p1d": -0.02712156235044083, "alpha_spy_p1d": -0.029121069115822684, "alpha_c_p1d": -0.031188121480270614, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.004066559129829783, "ret_p1w": 0.12248465276910969, "ret_signed_p1w": -0.12248465276910969, "alpha_spy_p1w": -0.14777378375997285, "alpha_c_p1w": -0.13506576174201024, "bench_spy_p1w": -0.025289130990863162, "bench_c_p1w": -0.012581108972900545, "ret_p1m": 0.04986873837318351, "ret_signed_p1m": -0.04986873837318351, "alpha_spy_p1m": -0.054471937831155004, "alpha_c_p1m": -0.05704886179618829, "bench_spy_p1m": -0.004603199457971496, "bench_c_p1m": -0.007180123423004781, "ret_p3m": 0.2930883060675378, "ret_signed_p3m": -0.2930883060675378, "alpha_spy_p3m": -0.2913669278422044, "alpha_c_p3m": -0.3435278139682242, "bench_spy_p3m": 0.0017213782253333587, "bench_c_p3m": -0.05043950790068641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04986873837318351, "alpha_spy_stated": -0.054471937831155004, "alpha_c_stated": -0.05704886179618829, "price_path": [1.1452, 1.0787, 1.091, 1.2686, 1.1794, 1.1654, 1.4479, 1.3596, 1.1505, 1.2651, 1.2397, 0.294, 0.2213, 0.1479, 0.0731, 0.1041, 0.1435, 0.0674, 0.1872, 0.0779, -0.1671, -0.1487, -0.1094, -0.1697, -0.2415, -0.2388, -0.2581, -0.259, -0.2791, -0.2966, -0.2817, -0.2695, -0.252, -0.2546, -0.2135, -0.2633, -0.2913, -0.2073, -0.1479, -0.1592, -0.1741, -0.1864, -0.1802, -0.1645, -0.2108, -0.2003, -0.2021, -0.231, -0.2231, -0.1925, -0.1514, -0.1759, -0.161, -0.1741, -0.2003, -0.2073, -0.2135, -0.1942, -0.1802, -0.1487, -0.1137, -0.0796, -0.0919, 0.0, 0.0271, 0.0516, 0.0385, 0.0936, 0.1225, 0.2275, 0.3911, 0.28, 0.2205, 0.2975, 0.2091, 0.2161, 0.1505, 0.1426, 0.1417, 0.0814, -0.0297, 0.0744, 0.0927, 0.042, 0.0499, 0.0166, 0.0385, 0.0691, 0.0919, 0.1409, 0.1059, 0.1514, 0.1881, 0.1741, 0.2493, 0.2056, 0.3508, 0.1903, 0.2091, 0.1505, 0.1759, 0.2152, 0.1785, 0.1382, 0.1242, 0.1164, 0.1706, 0.1794, 0.1557, 0.1505, 0.1234, 0.147, 0.1207, 0.1601, 0.1584, 0.0822, 0.0192, 0.1216, 0.161, 0.1487, 0.1636, 0.1855, 0.2135, 0.21, 0.1802, 0.2476, 0.2931, 0.3071, 0.2388, 0.308, 0.3307, 0.3395, 0.4497, 0.3885, 0.1925, 0.1409, 0.1549, 0.0888, 0.1794, 0.1601, 0.2135, 0.1645, 0.2117, 0.1995, 0.2327, 0.2616, 0.224, 0.2493, 0.1452, 0.196, 0.1102, 0.0446, 0.0726, 0.0822, 0.1024, 0.1032, 0.1759, 0.1969, 0.231, 0.2012, 0.1487, 0.1391, 0.2905, 0.1846, 0.1802, 0.1277, 0.0674, 0.0805, 0.0595, 0.3053, 0.273, 0.3298, 0.371, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1966591638471348711", "ticker_idx": 0, "ts": "2025-09-12T19:55:58+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the $ABVX P3 clinical remission delta is higher than every biologic on the market", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: oral drug's Phase 3 remission delta beats every biologic on market, exceeding the bar needed for commercial success.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@financebully @PCM_bio That’s right, it doesn’t have to be more effective….And yet the $ABVX P3 clinical remission delta is higher than every biologic on the market 🫡", "reply_text": null, "parent_text": "@PCM_bio agree. oral is a huge deal and they don’t necessarily need to be as effective as biologics as long as they’re as safe/safer.", "quoted_text": null, "parent_author": "financebully", "ret_m1d": 0.023211485521451136, "ret_signed_m1d": 0.023211485521451136, "alpha_spy_m1d": 0.02287674309711063, "alpha_c_m1d": 0.011554004605036194, "bench_spy_m1d": 0.00033474242434050616, "bench_c_m1d": 0.011657480916414942, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022140228104451154, "ret_signed_p1d": 0.022140228104451154, "alpha_spy_p1d": 0.016816265306105915, "alpha_c_p1d": 0.030684123008052566, "bench_spy_p1d": 0.005323962798345239, "bench_c_p1d": -0.008543894903601412, "ret_p1w": -0.020354708260805987, "ret_signed_p1w": -0.020354708260805987, "alpha_spy_p1w": -0.032721591590116894, "alpha_c_p1w": -0.014417406392374543, "bench_spy_p1w": 0.012366883329310907, "bench_c_p1w": -0.005937301868431444, "ret_p1m": 0.1383168054006776, "ret_signed_p1m": 0.1383168054006776, "alpha_spy_p1m": 0.12695668384956416, "alpha_c_p1m": 0.10581251190882224, "bench_spy_p1m": 0.011360121551113433, "bench_c_p1m": 0.03250429349185535, "ret_p3m": 0.5842160808670391, "ret_signed_p3m": 0.5842160808670391, "alpha_spy_p3m": 0.5329988941433781, "alpha_c_p3m": 0.46711827431116104, "bench_spy_p3m": 0.051217186723661046, "bench_c_p3m": 0.11709780655587809, "ret_p6m": 0.4611355419435512, "ret_signed_p6m": 0.4611355419435512, "alpha_spy_p6m": 0.43762312516801827, "alpha_c_p6m": 0.358053908799417, "bench_spy_p6m": 0.02351241677553295, "bench_c_p6m": 0.10308163314413421, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1383168054006776, "alpha_spy_stated": 0.12695668384956416, "alpha_c_stated": 0.10581251190882224, "price_path": [-0.9164, -0.9169, -0.92, -0.9279, -0.928, -0.9289, -0.9273, -0.9208, -0.9161, -0.9145, -0.9119, -0.9089, -0.9088, -0.9076, -0.9052, -0.9054, -0.9077, -0.9011, -0.9012, -0.9016, -0.8949, -0.8947, -0.8824, -0.8769, -0.8816, -0.8793, -0.881, -0.1834, -0.1696, -0.2085, -0.2076, -0.1691, -0.1568, -0.1457, -0.1436, -0.1421, -0.1559, -0.1776, -0.1665, -0.1652, -0.1787, -0.144, -0.1681, -0.172, -0.1615, -0.1666, -0.1791, -0.1443, -0.114, -0.0801, -0.078, -0.0513, -0.0545, -0.0282, -0.0355, -0.024, -0.0043, 0.0183, 0.0479, 0.0713, 0.0624, 0.0431, 0.0232, 0.0, 0.0221, -0.0206, -0.0358, -0.0083, -0.0204, -0.0214, -0.0237, -0.0174, -0.0239, -0.0139, -0.0081, 0.0106, -0.0192, -0.0136, -0.0011, 0.0317, 0.0357, 0.0298, 0.0786, 0.1162, 0.1383, 0.1644, 0.1381, 0.1059, 0.1038, 0.089, 0.0912, 0.0798, 0.0769, 0.0803, 0.1289, 0.1218, 0.1777, 0.2414, 0.2191, 0.1766, 0.1741, 0.1857, 0.2368, 0.2531, 0.2632, 0.2982, 0.2312, 0.201, 0.314, 0.3525, 0.355, 0.3445, 0.4629, 0.4179, 0.4964, 0.5264, 0.496, 0.4859, 0.4274, 0.3669, 0.3204, 0.317, 0.3631, 0.3695, 0.4646, 0.518, 0.5842, 0.4944, 0.4035, 0.321, 0.3191, 0.3523, 0.3682, 0.6512, 0.6468, 0.7297, 0.694, 0.6712, 0.6467, 0.6052, 0.5923, 0.4668, 0.4177, 0.5055, 0.3747, 0.3617, 0.4046, 0.4241, 0.488, 0.3903, 0.3939, 0.4146, 0.4285, 0.4716, 0.4536, 0.4389, 0.4152, 0.3567, 0.3515, 0.3231, 0.3267, 0.3489, 0.3519, 0.3178, 0.4007, 0.4258, 0.4186, 0.4614, 0.4824, 0.4878, 0.4954, 0.5115, 0.5503, 0.5516, 0.5821, 0.5271, 0.468, 0.4221, 0.4436, 0.3464, 0.3225, 0.39, 0.3415, 0.3014, 0.3047, 0.3722, 0.3369, 0.3925, 0.3748, 0.4611]}
{"unit_id": "orig:2005404227409989887", "ticker_idx": 0, "ts": "2025-12-28T22:23:21+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Seeing some record setting dumb takes on $NTLA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA; mocks bullish rationalizations of patient death — Hy's Law criteria all failed, safety risk is severe.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Seeing some record setting dumb takes on $NTLA.  Excerpt below with some additions:\n\n“Hy’s Law is bad if…\n\n1) chronically dosed ***(the patient died from a single dose)\n\n2) not transient ***(I’m hearing early reports that the patient’s death may in fact be long lasting, if not permanent) \n\n3) mitigation doesn’t work ***(the mitigation didn’t work…the patient died in the hospital after having had weekly lab monitoring to begin with)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03282267240610248, "ret_signed_m1d": -0.03282267240610248, "alpha_spy_m1d": -0.029246273853360982, "alpha_c_m1d": -0.03128226051382765, "bench_spy_m1d": 0.0035763985527415, "bench_c_m1d": 0.0015404118922748289, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008752726553724832, "ret_signed_p1d": 0.008752726553724832, "alpha_spy_p1d": 0.007531602145152583, "alpha_c_p1d": 0.007918357265122689, "bench_spy_p1d": -0.0012211244085722495, "bench_c_p1d": -0.0008343692886021437, "ret_p1w": 0.0645513322485376, "ret_signed_p1w": -0.0645513322485376, "alpha_spy_p1w": -0.05879423333112688, "alpha_c_p1w": -0.04991815678161049, "bench_spy_p1w": 0.005757098917410719, "bench_c_p1w": 0.014633175466927106, "ret_p1m": 0.5207876473095481, "ret_signed_p1m": -0.5207876473095481, "alpha_spy_p1m": -0.5117885786075849, "alpha_c_p1m": -0.5335595450045648, "bench_spy_p1m": 0.008999068701963209, "bench_c_p1m": -0.012771897695016743, "ret_p3m": 0.40262573449353267, "ret_signed_p3m": -0.40262573449353267, "alpha_spy_p3m": -0.4545758404688265, "alpha_c_p3m": -0.4578037506475514, "bench_spy_p3m": -0.051950105975293814, "bench_c_p3m": -0.05517801615401874, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5207876473095481, "alpha_spy_stated": -0.5117885786075849, "alpha_c_stated": -0.5335595450045648, "price_path": [0.8512, 0.8895, 1.0525, 1.2363, 1.1838, 1.2473, 1.2363, 1.6772, 1.7856, 1.6827, 1.5996, 1.6149, 1.837, 1.7254, 1.7079, 2.0613, 1.9508, 1.6893, 1.8326, 1.8009, 0.6182, 0.5274, 0.4354, 0.3419, 0.3807, 0.43, 0.3348, 0.4847, 0.3479, 0.0416, 0.0646, 0.1138, 0.0383, -0.0514, -0.0481, -0.0722, -0.0733, -0.0985, -0.1204, -0.1018, -0.0864, -0.0646, -0.0678, -0.0164, -0.0788, -0.1138, -0.0088, 0.0656, 0.0514, 0.0328, 0.0175, 0.0252, 0.0449, -0.0131, 0.0, -0.0022, -0.0383, -0.0284, 0.0098, 0.0613, 0.0306, 0.0492, 0.0328, 0.0, -0.0088, -0.0164, 0.0077, 0.0252, 0.0646, 0.1083, 0.151, 0.1357, 0.2505, 0.2845, 0.3151, 0.2987, 0.3676, 0.4037, 0.535, 0.7396, 0.6007, 0.5263, 0.6225, 0.512, 0.5208, 0.4387, 0.4289, 0.4278, 0.3523, 0.2133, 0.3435, 0.3665, 0.3031, 0.3129, 0.2713, 0.2987, 0.337, 0.3654, 0.4267, 0.3829, 0.4398, 0.4858, 0.4683, 0.5624, 0.5077, 0.6893, 0.4885, 0.512, 0.4387, 0.4705, 0.5197, 0.4737, 0.4234, 0.4059, 0.3961, 0.4639, 0.4748, 0.4453, 0.4387, 0.4048, 0.4344, 0.4015, 0.4508, 0.4486, 0.3534, 0.2746, 0.4026, 0.4519, 0.4365, 0.4551, 0.4825, 0.5175, 0.5131, 0.4759, 0.5602, 0.6171, 0.6346, 0.5492, 0.6357, 0.6641, 0.6751, 0.8129, 0.7363, 0.4912, 0.4267, 0.4442, 0.3616, 0.4748, 0.4508, 0.5175, 0.4562, 0.5153, 0.5, 0.5416, 0.5777, 0.5306, 0.5624, 0.4322, 0.4956, 0.3884, 0.3063, 0.3414, 0.3534, 0.3786, 0.3796, 0.4705, 0.4967, 0.5394, 0.5022, 0.4365, 0.4245, 0.6138, 0.4814, 0.4759, 0.4103, 0.3348, 0.3512, 0.3249, 0.6324, 0.5919, 0.663, 0.7144, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1964382460785086471", "ticker_idx": 0, "ts": "2025-09-06T17:37:29+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "simply repeating P2 data means taking the lead in 2L market, whereas before it meant still having to fight it out with OX40. Huge shift and the market has absolutely not priced it in appropriately", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: repeating P2 data now clinches 2L market lead post-SNY failure; market has not priced this in.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@pick1998_2 that was already a risk before.  Now simply repeating P2 data means taking the lead in 2L market, whereas before it meant still having to fight it out with OX40.  Huge shift and the market has absolutely not priced it in appropriately.", "reply_text": null, "parent_text": "@A_May_MD the main uncertainty is how the good phase II data will be  repeated in phase III. if $sny could fail to repeat strong data, how about $nktr?", "quoted_text": null, "parent_author": "pick1998_2", "ret_m1d": -0.09361609191208486, "ret_signed_m1d": -0.09361609191208486, "alpha_spy_m1d": -0.09116543904983054, "alpha_c_m1d": -0.09397872053227407, "bench_spy_m1d": -0.002450652862254321, "bench_c_m1d": 0.00036262862018920927, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09564623705472686, "ret_signed_p1d": 0.09564623705472686, "alpha_spy_p1d": 0.0933342573226894, "alpha_c_p1d": 0.09027812247125921, "bench_spy_p1d": 0.0023119797320374502, "bench_c_p1d": 0.0053681145834676425, "ret_p1w": 0.10557176397858892, "ret_signed_p1w": 0.10557176397858892, "alpha_spy_p1w": 0.08695361223651488, "alpha_c_p1w": 0.11224574526296027, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": -0.006673981284371355, "ret_p1m": 0.3083689962622336, "ret_signed_p1m": 0.3083689962622336, "alpha_spy_p1m": 0.2742381909774747, "alpha_c_p1m": 0.2573020506907262, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.05106694557150737, "ret_p3m": 0.2835551359264439, "ret_signed_p3m": 0.2835551359264439, "alpha_spy_p3m": 0.22381526503322058, "alpha_c_p3m": 0.1666826451869854, "bench_spy_p3m": 0.0597398708932233, "bench_c_p3m": 0.11687249073945849, "ret_p6m": 0.625761261402356, "ret_signed_p6m": 0.625761261402356, "alpha_spy_p6m": 0.5760810893868029, "alpha_c_p6m": 0.5049376436716779, "bench_spy_p6m": 0.04968017201555308, "bench_c_p6m": 0.12082361773067807, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3083689962622336, "alpha_spy_stated": 0.2742381909774747, "alpha_c_stated": 0.2573020506907262, "price_path": [-0.7733, -0.8017, -0.744, -0.7846, -0.8024, -0.8062, -0.7913, -0.8031, -0.8058, -0.808, -0.7848, -0.4485, -0.3431, -0.3305, -0.4189, -0.4171, -0.4453, -0.4241, -0.4415, -0.4706, -0.4873, -0.473, -0.4338, -0.4358, -0.4494, -0.4631, -0.4554, -0.3984, -0.4374, -0.4408, -0.4478, -0.436, -0.4455, -0.436, -0.4665, -0.4832, -0.5021, -0.5109, -0.4821, -0.4751, -0.4911, -0.4936, -0.5094, -0.4798, -0.4931, -0.4676, -0.4198, -0.3979, -0.3851, -0.3812, -0.3972, -0.3921, -0.3684, -0.3903, -0.3878, -0.3508, -0.3395, -0.3381, -0.3264, -0.3438, -0.356, -0.1884, -0.0936, 0.0, 0.0956, 0.0868, 0.0647, 0.0981, 0.1056, 0.1254, 0.152, 0.3255, 0.2439, 0.3284, 0.3445, 0.3609, 0.2547, 0.3196, 0.3291, 0.2836, 0.3275, 0.3648, 0.3659, 0.3519, 0.3084, 0.2759, 0.2551, 0.2258, 0.2948, 0.2876, 0.2833, 0.2398, 0.3032, 0.4209, 0.3395, 0.3936, 0.4356, 0.3557, 0.4115, 0.3742, 0.3451, 0.4166, 0.4647, 0.3517, 0.2637, 0.224, 0.2434, 0.2626, 0.3077, 0.3368, 0.3009, 0.217, 0.2786, 0.344, 0.3348, 0.3614, 0.2432, 0.2245, 0.3228, 0.3614, 0.4818, 0.471, 0.3785, 0.2373, 0.2887, 0.3014, 0.2836, 0.2921, 0.326, 0.3025, 0.1532, 0.2339, 0.2023, 0.109, 0.0248, -0.0074, 0.0566, -0.0192, 0.0029, -0.0088, 0.0036, -0.0361, -0.0548, -0.0462, -0.0205, 0.0032, -0.0307, -0.0185, -0.0652, -0.1042, -0.1254, -0.1748, -0.1859, -0.2023, -0.15, -0.1827, -0.1672, -0.176, -0.1629, -0.1613, -0.1421, -0.1899, -0.2053, -0.1579, -0.1401, -0.1234, -0.1509, -0.2078, -0.1696, -0.1638, 0.2633, 0.4967, 0.6016, 0.6091, 0.6652, 0.6508, 0.6661, 0.6632, 0.6607, 0.5434, 0.5874, 0.4866, 0.5561, 0.5421, 0.5364, 0.6041, 0.6343, 0.5949, 0.5599, 0.6258]}
{"unit_id": "orig:1975142700115497095", "ticker_idx": 0, "ts": "2025-10-06T10:14:50+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the profile of a gargantuan drug. A thing of beauty! $ABVX's march to buyout, IMO, continues full steam!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish ABVX: obefazimod data at UEGW shows universal efficacy, clean safety profile, no friction for prescribers, unique MoA — buyout thesis intact.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ABVX data at UEGW today showing it simply works in everyone, no matter what they've been on before.  Stat sig broken out into every one of these small n subgroups...\n\nObefazimod is a *beautiful* drug and GI docs are going to hand this out like candy.  There's just nothing you have to worry about, zero friction.\n\nOnce daily, oral drug, no major safety concerns, *no lab/imaging/screening requirements* (huge deal), and no concern that any particular type of patient doesn't respond.\n\nYour patient may have failed everything or nothing...doesn't matter, you can simply put them on obefazimod without a 2nd thought and not have to do anything but write the Rx...\n\nThis is the profile of a gargantuan drug.  A thing of beauty!\n\nOh!  And there aren't any other drugs with this MoA anywhere.  This just doesn't happen anymore in modern biotech.  $ABVX's march to buyout, IMO, continues full steam!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03172954953384721, "ret_signed_m1d": -0.03172954953384721, "alpha_spy_m1d": -0.028156184586324295, "alpha_c_m1d": -0.036586650265145515, "bench_spy_m1d": -0.0035733649475229168, "bench_c_m1d": 0.004857100731298303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003922971898792316, "ret_signed_p1d": 0.003922971898792316, "alpha_spy_p1d": 0.007630485788110097, "alpha_c_p1d": 0.0031598260767649045, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": 0.0007631458220274112, "ret_p1w": 0.1033806308269094, "ret_signed_p1w": 0.1033806308269094, "alpha_spy_p1w": 0.11614099912439901, "alpha_c_p1w": 0.11843760038851592, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.015056969561606515, "ret_p1m": 0.13811008969182237, "ret_signed_p1m": 0.13811008969182237, "alpha_spy_p1m": 0.1327051885089201, "alpha_c_p1m": 0.13131010596258674, "bench_spy_p1m": 0.005404901182902266, "bench_c_p1m": 0.006799983729235626, "ret_p3m": 0.374177927660275, "ret_signed_p3m": 0.374177927660275, "alpha_spy_p3m": 0.34105715870094744, "alpha_c_p3m": 0.2725737306571918, "bench_spy_p3m": 0.033120768959327584, "bench_c_p3m": 0.10160419700308321, "ret_p6m": 0.3725626121807992, "ret_signed_p6m": 0.3725626121807992, "alpha_spy_p6m": 0.3602798287771858, "alpha_c_p6m": 0.3253432313517097, "bench_spy_p6m": 0.01228278340361344, "bench_c_p6m": 0.0472193808290895, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13811008969182237, "alpha_spy_stated": 0.1327051885089201, "alpha_c_stated": 0.13131010596258674, "price_path": [-0.9106, -0.9041, -0.9042, -0.9046, -0.8981, -0.8979, -0.886, -0.8807, -0.8852, -0.883, -0.8846, -0.2085, -0.1951, -0.2328, -0.2319, -0.1946, -0.1827, -0.1719, -0.1699, -0.1685, -0.1818, -0.2028, -0.1921, -0.1908, -0.2039, -0.1703, -0.1936, -0.1974, -0.1873, -0.1922, -0.2043, -0.1705, -0.1412, -0.1083, -0.1063, -0.0804, -0.0835, -0.058, -0.0651, -0.054, -0.0348, -0.0129, 0.0157, 0.0384, 0.0298, 0.0111, -0.0082, -0.0307, -0.0092, -0.0507, -0.0654, -0.0388, -0.0504, -0.0515, -0.0537, -0.0475, -0.0539, -0.0442, -0.0385, -0.0204, -0.0493, -0.0438, -0.0317, 0.0, 0.0039, -0.0018, 0.0455, 0.0819, 0.1034, 0.1286, 0.1031, 0.072, 0.0699, 0.0556, 0.0577, 0.0466, 0.0438, 0.0472, 0.0943, 0.0874, 0.1416, 0.2033, 0.1817, 0.1405, 0.1381, 0.1493, 0.1988, 0.2146, 0.2244, 0.2583, 0.1934, 0.1642, 0.2737, 0.3109, 0.3134, 0.3032, 0.418, 0.3744, 0.4504, 0.4795, 0.4501, 0.4403, 0.3836, 0.3249, 0.2799, 0.2766, 0.3212, 0.3274, 0.4196, 0.4714, 0.5356, 0.4485, 0.3604, 0.2805, 0.2786, 0.3108, 0.3262, 0.6006, 0.5963, 0.6766, 0.642, 0.6199, 0.5962, 0.556, 0.5434, 0.4218, 0.3742, 0.4593, 0.3325, 0.3199, 0.3615, 0.3804, 0.4424, 0.3476, 0.3511, 0.3712, 0.3847, 0.4264, 0.409, 0.3947, 0.3718, 0.3151, 0.31, 0.2825, 0.286, 0.3075, 0.3104, 0.2774, 0.3577, 0.382, 0.3751, 0.4165, 0.4369, 0.4421, 0.4495, 0.4651, 0.5027, 0.504, 0.5335, 0.4802, 0.423, 0.3784, 0.3993, 0.3051, 0.2819, 0.3473, 0.3003, 0.2615, 0.2647, 0.3301, 0.2958, 0.3497, 0.3326, 0.4163, 0.4609, 0.4306, 0.4195, 0.3885, 0.3317, 0.2711, 0.2773, 0.2632, 0.1823, 0.1711, 0.2848, 0.3265, 0.3658, 0.3784, 0.3439, 0.3726]}
{"unit_id": "quote:1970114660457492561", "ticker_idx": 0, "ts": "2025-09-22T13:15:12+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think some news here should be imminent. And I'm no legal expert, but how anyone could read/understand what went down here and *not* think that $NKTR was wronged and is owed *something* in damages is beyond me…", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish NKTR: imminent trial news expected, author believes NKTR was wronged and will receive damages.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "This + $LLY removing counterclaims against $NKTR since close on Friday…I think some news here should be imminent.  And I’m no legal expert, but how anyone could read/understand what went down here and *not* think that $NKTR was wronged and is owed *something* in damages is beyond me…", "reply_text": null, "parent_text": null, "quoted_text": "$NKTR According to judge Donato's calendar, the pre-trial conference is now set for Oct. 14. Let's see if that date holds. This is the last major planning meeting before the trial begins and the very last attempt by the judge to encourage to settle before the trial.", "parent_author": null, "ret_m1d": -0.06367804447047032, "ret_signed_m1d": -0.06367804447047032, "alpha_spy_m1d": -0.058969272549712626, "alpha_c_m1d": -0.0639341338859929, "bench_spy_m1d": -0.004708771920757693, "bench_c_m1d": 0.0002560894155225757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012056360873344829, "ret_signed_p1d": 0.012056360873344829, "alpha_spy_p1d": 0.017499831523325682, "alpha_c_p1d": 0.009787480726231923, "bench_spy_p1d": -0.005443470649980853, "bench_c_p1d": 0.002268880147112906, "ret_p1w": 0.0005094036272337288, "ret_signed_p1w": 0.0005094036272337288, "alpha_spy_p1w": 0.00524816890146429, "alpha_c_p1w": 0.005852370307117827, "bench_spy_p1w": -0.004738765274230561, "bench_c_p1w": -0.005342966679884098, "ret_p1m": 0.00832062631253705, "ret_signed_p1m": 0.00832062631253705, "alpha_spy_p1m": 0.0016474281701683857, "alpha_c_p1m": -0.05389119567130907, "bench_spy_p1m": 0.006673198142368664, "bench_c_p1m": 0.062211821983846116, "ret_p3m": -0.20461876994311312, "ret_signed_p3m": -0.20461876994311312, "alpha_spy_p3m": -0.22825427077766658, "alpha_c_p3m": -0.3386303385628576, "bench_spy_p3m": 0.023635500834553458, "bench_c_p3m": 0.1340115686197445, "ret_p6m": 0.23892001767107196, "ret_signed_p6m": 0.23892001767107196, "alpha_spy_p6m": 0.25382736035777875, "alpha_c_p6m": 0.17030900093865808, "bench_spy_p6m": -0.014907342686706793, "bench_c_p6m": 0.06861101673241388, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.00832062631253705, "alpha_spy_stated": 0.0016474281701683857, "alpha_c_stated": -0.05389119567130907, "price_path": [-0.838, -0.5848, -0.5055, -0.496, -0.5626, -0.5612, -0.5824, -0.5665, -0.5796, -0.6015, -0.614, -0.6033, -0.5738, -0.5753, -0.5855, -0.5959, -0.5901, -0.5471, -0.5765, -0.579, -0.5843, -0.5755, -0.5826, -0.5755, -0.5984, -0.611, -0.6252, -0.6319, -0.6101, -0.6049, -0.6169, -0.6188, -0.6307, -0.6084, -0.6184, -0.5993, -0.5633, -0.5468, -0.5371, -0.5342, -0.5463, -0.5424, -0.5245, -0.541, -0.5391, -0.5113, -0.5028, -0.5018, -0.493, -0.506, -0.5152, -0.389, -0.3177, -0.2472, -0.1752, -0.1819, -0.1985, -0.1734, -0.1678, -0.1528, -0.1328, -0.0022, -0.0637, 0.0, 0.0121, 0.0245, -0.0555, -0.0066, 0.0005, -0.0338, -0.0007, 0.0273, 0.0282, 0.0177, -0.0151, -0.0396, -0.0552, -0.0773, -0.0253, -0.0307, -0.034, -0.0667, -0.019, 0.0696, 0.0083, 0.0491, 0.0807, 0.0205, 0.0625, 0.0345, 0.0126, 0.0664, 0.1026, 0.0175, -0.0487, -0.0786, -0.064, -0.0496, -0.0156, 0.0063, -0.0207, -0.0839, -0.0375, 0.0117, 0.0048, 0.0248, -0.0642, -0.0783, -0.0042, 0.0248, 0.1155, 0.1073, 0.0377, -0.0686, -0.0299, -0.0204, -0.0338, -0.0273, -0.0019, -0.0195, -0.1319, -0.0711, -0.0949, -0.1652, -0.2286, -0.2528, -0.2046, -0.2617, -0.245, -0.2539, -0.2445, -0.2744, -0.2885, -0.2821, -0.2627, -0.2449, -0.2703, -0.2612, -0.2963, -0.3257, -0.3417, -0.3788, -0.3872, -0.3996, -0.3602, -0.3848, -0.3731, -0.3797, -0.3698, -0.3687, -0.3542, -0.3902, -0.4018, -0.3661, -0.3527, -0.3401, -0.3608, -0.4036, -0.3749, -0.3705, -0.0491, 0.1267, 0.2056, 0.2112, 0.2535, 0.2427, 0.2542, 0.252, 0.2501, 0.1618, 0.1949, 0.119, 0.1713, 0.1608, 0.1566, 0.2075, 0.2303, 0.2005, 0.1742, 0.2238, 0.2452, 0.1948, 0.2438, 0.2262, 0.2746, 0.2427, 0.2708, 0.2264, 0.2624, 0.2389]}
{"unit_id": "reply:1989325418139111929", "ticker_idx": 0, "ts": "2025-11-14T13:31:54+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm hoping $180+ there 😅", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX with a $180+ price target in mind.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BigChodu I’m hoping $180+ there 😅", "reply_text": null, "parent_text": "@A_May_MD I guess you had ABVX for 155 in your mind \n\nNo worries boss .. You have free pass from BioX retail.\n\nKeep the good work to make us all rich.", "quoted_text": null, "parent_author": "BigChodu", "ret_m1d": -0.08596791300154161, "ret_signed_m1d": -0.08596791300154161, "alpha_spy_m1d": -0.08613176421767665, "alpha_c_m1d": -0.09196148406506444, "bench_spy_m1d": 0.00016385121613504694, "bench_c_m1d": 0.005993571063522829, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029259927301317434, "ret_signed_p1d": 0.029259927301317434, "alpha_spy_p1d": 0.0385762748168329, "alpha_c_p1d": 0.03011616621639812, "bench_spy_p1d": -0.009316347515515466, "bench_c_p1d": -0.0008562389150806871, "ret_p1w": 0.07908328114142771, "ret_signed_p1w": 0.07908328114142771, "alpha_spy_p1w": 0.09828162464135193, "alpha_c_p1w": 0.060773307655546116, "bench_spy_p1w": -0.01919834349992422, "bench_c_p1w": 0.018309973485881592, "ret_p1m": 0.005344722987112194, "ret_signed_p1m": 0.005344722987112194, "alpha_spy_p1m": -0.00498385685971936, "alpha_c_p1m": -0.009408651525546485, "bench_spy_p1m": 0.010328579846831554, "bench_c_p1m": 0.014753374512658679, "ret_p3m": 0.15028538870379626, "ret_signed_p3m": 0.15028538870379626, "alpha_spy_p3m": 0.12589601153807983, "alpha_c_p3m": 0.10739915923278054, "bench_spy_p3m": 0.02438937716571643, "bench_c_p3m": 0.042886229471015724, "ret_p6m": 0.03025639990716722, "ret_signed_p6m": 0.03025639990716722, "alpha_spy_p6m": -0.0679352651673919, "alpha_c_p6m": 0.05182289857913047, "bench_spy_p6m": 0.09819166507455912, "bench_c_p6m": -0.021566498671963252, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005344722987112194, "alpha_spy_stated": -0.00498385685971936, "alpha_c_stated": -0.009408651525546485, "price_path": [-0.3658, -0.3753, -0.3488, -0.3258, -0.2999, -0.2983, -0.278, -0.2805, -0.2604, -0.266, -0.2573, -0.2422, -0.225, -0.2026, -0.1847, -0.1915, -0.2062, -0.2213, -0.239, -0.2221, -0.2546, -0.2662, -0.2453, -0.2545, -0.2553, -0.257, -0.2522, -0.2572, -0.2496, -0.2451, -0.2309, -0.2536, -0.2493, -0.2398, -0.2149, -0.2118, -0.2163, -0.1792, -0.1506, -0.1337, -0.1139, -0.1339, -0.1583, -0.16, -0.1712, -0.1696, -0.1783, -0.1805, -0.1778, -0.1409, -0.1463, -0.1037, -0.0553, -0.0722, -0.1045, -0.1064, -0.0977, -0.0588, -0.0464, -0.0387, -0.012, -0.063, -0.086, 0.0, 0.0293, 0.0312, 0.0232, 0.1133, 0.0791, 0.1388, 0.1616, 0.1385, 0.1308, 0.0863, 0.0402, 0.0049, 0.0023, 0.0373, 0.0422, 0.1146, 0.1553, 0.2056, 0.1373, 0.0681, 0.0053, 0.0039, 0.0292, 0.0412, 0.2566, 0.2533, 0.3163, 0.2892, 0.2719, 0.2532, 0.2216, 0.2118, 0.1163, 0.0789, 0.1458, 0.0462, 0.0363, 0.0689, 0.0838, 0.1324, 0.0581, 0.0608, 0.0765, 0.0871, 0.1199, 0.1063, 0.095, 0.077, 0.0325, 0.0285, 0.0069, 0.0097, 0.0265, 0.0288, 0.0029, 0.0659, 0.0851, 0.0796, 0.1121, 0.1282, 0.1323, 0.1381, 0.1503, 0.1798, 0.1808, 0.204, 0.1622, 0.1172, 0.0823, 0.0987, 0.0246, 0.0064, 0.0578, 0.0209, -0.0096, -0.0071, 0.0443, 0.0174, 0.0597, 0.0463, 0.112, 0.147, 0.1232, 0.1145, 0.0901, 0.0456, -0.002, 0.0028, -0.0082, -0.0717, -0.0805, 0.0087, 0.0415, 0.0723, 0.0823, 0.0552, 0.0776, 0.1386, 0.1427, 0.0989, 0.1396, 0.1005, 0.1094, 0.0885, 0.0416, 0.0094, 0.0507, 0.0236, 0.0378, 0.0137, -0.0047, -0.0376, 0.0633, 0.0654, 0.0611, 0.1213, 0.1463, 0.1292, 0.1119, 0.1064, 0.0996, 0.1044, 0.0961, 0.0375, 0.0286, 0.0303]}
{"unit_id": "orig:1975657097800130928", "ticker_idx": 0, "ts": "2025-10-07T20:18:52+00:00", "symbol": "QURE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I quite like the idea of generalists getting interested in it… one of very few names that will ultimately work out well for them", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish QURE; expects it to be one of the rare biotech names that works out well for generalist investors.", "resolved_tickers": ["QURE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$QURE is actually a biotech name that I quite like the idea of generalists getting interested in.  \n\nMostly because I think it’s one of very few names that will ultimately work out well for them and keep them coming back for more 😅", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0341838087381946, "ret_signed_m1d": -0.0341838087381946, "alpha_spy_m1d": -0.028256100719162625, "alpha_c_m1d": -0.032246169049098605, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": -0.0019376396890959935, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06136401918073253, "ret_signed_p1d": 0.06136401918073253, "alpha_spy_p1d": 0.06426099390566575, "alpha_c_p1d": 0.0635783884858282, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.0022143693050956648, "ret_p1w": 0.04769052112949135, "ret_signed_p1w": 0.04769052112949135, "alpha_spy_p1w": 0.05948650923183574, "alpha_c_p1w": 0.06118436402862959, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.013493842899138242, "ret_p1m": -0.5412706408385948, "ret_signed_p1m": -0.5412706408385948, "alpha_spy_p1m": -0.5371108681934199, "alpha_c_p1m": -0.5511661469263802, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": 0.009895506087785444, "ret_p3m": -0.6139736677120773, "ret_signed_p3m": -0.6139736677120773, "alpha_spy_p3m": -0.6413651004162944, "alpha_c_p3m": -0.7128134157103128, "bench_spy_p3m": 0.027391432704217067, "bench_c_p3m": 0.09883974799823547, "ret_p6m": -0.7435384391966402, "ret_signed_p6m": -0.7435384391966402, "alpha_spy_p6m": -0.7587199910831253, "alpha_c_p6m": -0.7714636410660505, "bench_spy_p6m": 0.015181551886485067, "bench_c_p6m": 0.027925201869410277, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5412706408385948, "alpha_spy_stated": -0.5371108681934199, "alpha_c_stated": -0.5511661469263802, "price_path": [-0.7519, -0.7599, -0.7574, -0.7672, -0.7595, -0.7465, -0.75, -0.7582, -0.7624, -0.7435, -0.7464, -0.748, -0.7502, -0.7719, -0.7589, -0.7679, -0.7716, -0.7704, -0.7665, -0.7751, -0.7757, -0.7786, -0.7645, -0.7615, -0.7565, -0.7369, -0.7302, -0.7389, -0.7444, -0.7419, -0.7407, -0.7382, -0.7407, -0.7367, -0.7374, -0.7289, -0.7277, -0.7164, -0.7102, -0.7044, -0.7007, -0.7094, -0.7084, -0.7085, -0.7175, -0.7251, -0.7526, -0.7587, -0.7639, -0.7542, -0.7687, -0.7694, -0.7722, -0.2079, -0.1221, -0.0944, -0.0095, -0.0267, -0.083, -0.0912, -0.0842, -0.1177, -0.0342, 0.0, 0.0614, 0.0264, 0.0342, -0.0168, 0.0477, 0.0003, -0.0328, 0.0659, 0.0517, -0.001, -0.0107, 0.0173, 0.1326, 0.1673, 0.1771, 0.1316, 0.1287, -0.4282, -0.4924, -0.5654, -0.5413, -0.5366, -0.5639, -0.4857, -0.4977, -0.4941, -0.5018, -0.4942, -0.5046, -0.5339, -0.5348, -0.5363, -0.5368, -0.5338, -0.5393, -0.5413, -0.5569, -0.5778, -0.5751, -0.6208, -0.6443, -0.637, -0.6535, -0.6642, -0.6707, -0.6747, -0.6593, -0.635, -0.616, -0.601, -0.6, -0.5835, -0.5968, -0.58, -0.5863, -0.5905, -0.6035, -0.601, -0.61, -0.6226, -0.628, -0.6151, -0.614, -0.5778, -0.6158, -0.6415, -0.6273, -0.6335, -0.6191, -0.6265, -0.6375, -0.6216, -0.5818, -0.5786, -0.5936, -0.6161, -0.6056, -0.6211, -0.5881, -0.5364, -0.5556, -0.5911, -0.5723, -0.5656, -0.588, -0.598, -0.627, -0.6582, -0.6373, -0.6093, -0.5931, -0.6093, -0.592, -0.5993, -0.5853, -0.7146, -0.7394, -0.8249, -0.8494, -0.8493, -0.8224, -0.762, -0.7, -0.6955, -0.7072, -0.7175, -0.741, -0.7342, -0.7395, -0.7544, -0.7455, -0.7317, -0.7345, -0.7469, -0.7272, -0.7399, -0.7537, -0.7544, -0.7274, -0.7184, -0.7139, -0.71, -0.7142, -0.735, -0.7282, -0.7435]}
{"unit_id": "reply:1982812378468176354", "ticker_idx": 0, "ts": "2025-10-27T14:11:24+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NTLA is a glaring short here IMO", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short NTLA: $1.7B valuation with ~1yr cash runway, pipeline gutted after HAE/ATTR culled.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MartinShkreli @gmt9992 &gt;$1.7B valuation and a cash pile that is gone in 1 year at current burn rates with nothing advanced left in the pipeline now that HAE and ATTR must be culled.\n\nUgly doesn’t cut it - this is hideous.  $NTLA is a glaring short here IMO.", "reply_text": null, "parent_text": "@gmt9992 @A_May_MD agree its ugly", "quoted_text": null, "parent_author": "MartinShkreli", "ret_m1d": 0.7308992865110409, "ret_signed_m1d": -0.7308992865110409, "alpha_spy_m1d": -0.7425594777883632, "alpha_c_m1d": -0.733222175795517, "bench_spy_m1d": -0.011660191277322318, "bench_c_m1d": -0.002322889284476104, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05611899431013012, "ret_signed_p1d": 0.05611899431013012, "alpha_spy_p1d": 0.05877492028152598, "alpha_c_p1d": 0.04983362194247343, "bench_spy_p1d": 0.002655925971395856, "bench_c_p1d": -0.006285372367656694, "ret_p1w": -0.11629481213421933, "ret_signed_p1w": 0.11629481213421933, "alpha_spy_p1w": 0.11352195465047232, "alpha_c_p1w": 0.10317732588790618, "bench_spy_p1w": -0.0027728574837470044, "bench_c_p1w": -0.013117486246313148, "ret_p1m": -0.42190667932472126, "ret_signed_p1m": 0.42190667932472126, "alpha_spy_p1m": 0.4069922535235585, "alpha_c_p1m": 0.5066235458535655, "bench_spy_p1m": -0.014914425801162756, "bench_c_p1m": 0.08471686652884425, "ret_p3m": -0.0655848728553532, "ret_signed_p3m": 0.0655848728553532, "alpha_spy_p3m": 0.08343965020365363, "alpha_c_p3m": 0.12432042720036618, "bench_spy_p3m": 0.017854777348300432, "bench_c_p3m": 0.058735554345012986, "ret_p6m": -0.15855309486660774, "ret_signed_p6m": 0.15855309486660774, "alpha_spy_p6m": 0.20290498399757217, "alpha_c_p6m": 0.14262074658606305, "bench_spy_p6m": 0.04435188913096444, "bench_c_p6m": -0.015932348280544684, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.42190667932472126, "alpha_spy_stated": 0.4069922535235585, "alpha_c_stated": 0.5066235458535655, "price_path": [-0.1548, -0.1663, -0.213, -0.2231, -0.1805, -0.217, -0.2312, -0.2252, -0.2705, -0.2738, -0.2657, -0.2563, -0.263, -0.2569, -0.2745, -0.3043, -0.3097, -0.3154, -0.2887, -0.2306, -0.2319, -0.2279, -0.2157, -0.2323, -0.2292, -0.2082, -0.2143, -0.1846, -0.1995, -0.1968, -0.2366, -0.2279, -0.2279, -0.2177, -0.1704, -0.1609, 0.0892, 0.0541, 0.167, 0.1548, 0.2008, 0.1231, 0.1028, 0.144, 0.1677, 0.2684, 0.382, 0.3496, 0.3888, 0.382, 0.6545, 0.7214, 0.6579, 0.6065, 0.616, 0.7532, 0.6842, 0.6734, 0.8918, 0.8235, 0.6619, 0.7505, 0.7309, 0.0, -0.0561, -0.1129, -0.1707, -0.1467, -0.1163, -0.1751, -0.0825, -0.167, -0.3563, -0.3421, -0.3117, -0.3584, -0.4138, -0.4118, -0.4266, -0.4273, -0.4429, -0.4564, -0.4449, -0.4354, -0.4219, -0.4239, -0.3922, -0.4307, -0.4523, -0.3874, -0.3414, -0.3502, -0.3617, -0.3712, -0.3665, -0.3543, -0.3901, -0.382, -0.3834, -0.4057, -0.3996, -0.3759, -0.3442, -0.3631, -0.3516, -0.3617, -0.382, -0.3874, -0.3922, -0.3773, -0.3665, -0.3421, -0.3151, -0.2887, -0.2982, -0.2272, -0.2062, -0.1873, -0.1974, -0.1548, -0.1325, -0.0514, 0.0751, -0.0108, -0.0568, 0.0027, -0.0656, -0.0602, -0.1109, -0.117, -0.1176, -0.1643, -0.2502, -0.1697, -0.1555, -0.1947, -0.1886, -0.2143, -0.1974, -0.1738, -0.1562, -0.1183, -0.1454, -0.1102, -0.0818, -0.0926, -0.0345, -0.0683, 0.0439, -0.0801, -0.0656, -0.1109, -0.0913, -0.0609, -0.0892, -0.1204, -0.1312, -0.1373, -0.0953, -0.0886, -0.1068, -0.1109, -0.1318, -0.1136, -0.1339, -0.1034, -0.1048, -0.1636, -0.2123, -0.1332, -0.1028, -0.1122, -0.1007, -0.0838, -0.0622, -0.0649, -0.0879, -0.0358, -0.0007, 0.0101, -0.0426, 0.0108, 0.0284, 0.0352, 0.1204, 0.073, -0.0784, -0.1183, -0.1075, -0.1586]}
{"unit_id": "quote:1976381653078462811", "ticker_idx": 0, "ts": "2025-10-09T20:18:00+00:00", "symbol": "PALI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a HUGE amount of the $PALI positioning is still hidden…nearly half of the ownership of the company, in fact", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PALI: visible big-fund filings already large but ~half of total positioning still hidden via pre-funded warrants, implying substantial undisclosed demand.", "resolved_tickers": ["PALI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "What’s interesting about the flurry of filings for $PALI is the fact that we’re seeing this number of big positions being filed with such a small share count denominator for calculating % ownership.\n\nWhy does that matter at all?  It means there’s a huge chunk of PFWs out there (likely ~90M by my math). \n\nThose PFWs literally only exist to prevent big positions from showing up on paper, and yet…we are seeing lots of big positions being filed on paper!\n\nSo even though we are seeing filing after filing of big time ownership by funds in $PALI…a HUGE amount of the $PALI positioning is still hidden…nearly half of the ownership of the company, in fact.", "reply_text": null, "parent_text": null, "quoted_text": "$PALI with one of the hotter post-deal filing sessions I’ve seen lately.\n\nI get the sense that some assumed $PALI was a sort of BS pump job, but I really don’t think that’s the case.  Legit buyers. \n\nThat’s mainly why I wrote about it - only in biotech do you have an $8M nanocap", "parent_author": null, "ret_m1d": 0.04999995231628418, "ret_signed_m1d": 0.04999995231628418, "alpha_spy_m1d": 0.022221292344200005, "alpha_c_m1d": 0.035363417617461756, "bench_spy_m1d": 0.027778659972084174, "bench_c_m1d": 0.014636534698822423, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07499998807907104, "ret_signed_p1d": -0.07499998807907104, "alpha_spy_p1d": -0.09034410621423938, "alpha_c_p1d": -0.07387405082211151, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": -0.0011259372569595305, "ret_p1w": -0.12999999523162842, "ret_signed_p1w": -0.12999999523162842, "alpha_spy_p1w": -0.14741146373457448, "alpha_c_p1w": -0.13816274259216144, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.008162747360533018, "ret_p1m": -0.11500000953674316, "ret_signed_p1m": -0.11500000953674316, "alpha_spy_p1m": -0.1585208588457776, "alpha_c_p1m": -0.15138026688362172, "bench_spy_p1m": 0.04352084930903444, "bench_c_p1m": 0.03638025734687855, "ret_p3m": -0.050000011920928955, "ret_signed_p3m": -0.050000011920928955, "alpha_spy_p3m": -0.11767654551991957, "alpha_c_p3m": -0.1621680057874455, "bench_spy_p3m": 0.06767653359899062, "bench_c_p3m": 0.11216799386651655, "ret_p6m": 0.029999971389770508, "ret_signed_p6m": 0.029999971389770508, "alpha_spy_p6m": -0.03951443734585669, "alpha_c_p6m": -0.026070816163225263, "bench_spy_p6m": 0.0695144087356272, "bench_c_p6m": 0.05607078755299577, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11500000953674316, "alpha_spy_stated": -0.1585208588457776, "alpha_c_stated": -0.15138026688362172, "price_path": [-0.62, -0.625, -0.625, -0.625, -0.625, -0.525, -0.57, -0.39, -0.445, -0.42, -0.38, -0.455, -0.47, -0.49, -0.495, -0.48, -0.49, -0.5, -0.56, -0.605, -0.63, -0.625, -0.595, -0.59, -0.6, -0.6, -0.61, -0.64, -0.635, -0.625, -0.655, -0.66, -0.67, -0.66, -0.66, -0.67, -0.675, -0.685, -0.685, -0.715, -0.72, -0.73, -0.71, -0.7, -0.705, -0.7, -0.71, -0.7, -0.7, -0.685, -0.685, -0.66, -0.615, -0.55, -0.54, -0.57, -0.345, -0.15, -0.2, -0.045, -0.16, 0.0, 0.05, 0.0, -0.075, -0.075, -0.135, -0.135, -0.13, -0.07, -0.115, -0.185, -0.115, -0.13, -0.17, -0.075, 0.06, -0.03, 0.035, 0.0, -0.08, -0.16, -0.17, -0.16, -0.115, -0.09, 0.02, -0.065, 0.07, 0.035, 0.035, 0.085, 0.17, 0.065, 0.14, 0.075, 0.115, 0.055, -0.065, -0.085, -0.155, -0.1, -0.1, -0.095, -0.05, 0.05, 0.1, -0.03, -0.095, -0.14, -0.16, -0.165, -0.085, 0.04, 0.045, 0.1, 0.075, 0.24, 0.18, 0.175, 0.25, 0.05, -0.04, 0.01, -0.05, -0.005, -0.05, -0.055, -0.025, -0.125, -0.17, -0.055, -0.125, -0.075, -0.045, -0.095, -0.095, -0.165, -0.195, -0.255, -0.195, -0.17, -0.21, -0.25, -0.18, -0.14, -0.135, -0.13, -0.13, -0.135, -0.15, -0.155, -0.185, -0.2, -0.195, -0.105, -0.05, -0.075, -0.115, -0.095, -0.155, -0.13, -0.18, -0.185, -0.13, -0.04, 0.0, 0.015, -0.03, -0.005, -0.005, -0.015, -0.005, -0.055, -0.045, 0.0, 0.0, -0.02, 0.0, -0.11, -0.125, -0.06, -0.055, -0.035, -0.045, -0.065, -0.01, -0.09, -0.005, 0.03]}
{"unit_id": "quote:1965146871170519345", "ticker_idx": 0, "ts": "2025-09-08T20:14:59+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR has a long way to trade up before the AtD opportunity is appropriately priced in now that the OX40 clouds have cleared significantly", "tweet_type": "analysis", "timeline": "months", "summary": "Long NKTR: still massively undervalued vs AtD opportunity with OX40 overhang cleared; expects continued re-rating from current all-time-post-rebirth high.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$NKTR logged its 3rd straight double digit % increase following this news.  IMO (remember - I'm biased) it is still not even close to properly re-rated.  There is some bizarre psychology around being burnt on a stock in the past that prevents people from realizing the (IMO now glaringly obvious) value of a new drug with a totally different history/mechanism/indication.  It is increasingly easy to view Rezpeg as a potential blockbuster drug, yet the stock's value does not even come close to representing that.\n\nIt's taking the market a lot of time, but IMO $NKTR has a long way to trade up before the AtD opportunity is appropriately priced in now that the OX40 clouds have cleared significantly.\n\nThe stock closed at its *literal* high of the day (and all time high since its post-bempegaldesluekin rebirth).  Again, I'm biased, but I think that momentum absolutely *should* keep going.", "reply_text": null, "parent_text": null, "quoted_text": "HUGE news for $NKTR this morning - $SNY Amlitelimab P3 AtD data are a borderline flop.  This was the competitor drug that $NKTR bears were worried about.\n\n$SNY is down $12B in the premarket on the data, while $NKTR sits with a tiny ~$500M valuation and what *might* now be the", "parent_author": null, "ret_m1d": -0.08729664176261787, "ret_signed_m1d": -0.08729664176261787, "alpha_spy_m1d": -0.08498999495125725, "alpha_c_m1d": -0.08195718996819557, "bench_spy_m1d": -0.002306646811360613, "bench_c_m1d": -0.005339451794422301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008029635414842251, "ret_signed_p1d": -0.008029635414842251, "alpha_spy_p1d": -0.010920345543790622, "alpha_c_p1d": 0.0010618424859459852, "bench_spy_p1d": 0.0028907101289483705, "bench_c_p1d": -0.009091477900788236, "ret_p1w": 0.027177263807248497, "ret_signed_p1w": 0.027177263807248497, "alpha_spy_p1w": 0.012308084026676047, "alpha_c_p1w": 0.039155061484697384, "bench_spy_p1w": 0.01486917978057245, "bench_c_p1w": -0.011977797677448887, "ret_p1m": 0.16450487396890479, "ret_signed_p1m": 0.16450487396890479, "alpha_spy_p1m": 0.12660708818093513, "alpha_c_p1m": 0.11702040219977561, "bench_spy_p1m": 0.03789778578796965, "bench_c_p1m": 0.04748447176912918, "ret_p3m": 0.17932878606546132, "ret_signed_p3m": 0.17932878606546132, "alpha_spy_p3m": 0.1252097922030131, "alpha_c_p3m": 0.08168454006254966, "bench_spy_p3m": 0.05411899386244823, "bench_c_p3m": 0.09764424600291166, "ret_p6m": 0.5097797465884888, "ret_signed_p6m": 0.5097797465884888, "alpha_spy_p6m": 0.4638352668598509, "alpha_c_p6m": 0.39712449634504376, "bench_spy_p6m": 0.04594447972863791, "bench_c_p6m": 0.11265525024344503, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16450487396890479, "alpha_spy_stated": 0.12660708818093513, "alpha_c_stated": 0.11702040219977561, "price_path": [-0.819, -0.7663, -0.8034, -0.8196, -0.8231, -0.8096, -0.8203, -0.8227, -0.8248, -0.8036, -0.4966, -0.4005, -0.3889, -0.4696, -0.468, -0.4937, -0.4744, -0.4902, -0.5168, -0.532, -0.519, -0.4832, -0.4851, -0.4974, -0.51, -0.503, -0.4509, -0.4865, -0.4896, -0.496, -0.4853, -0.4939, -0.4853, -0.5131, -0.5283, -0.5456, -0.5536, -0.5273, -0.5209, -0.5355, -0.5378, -0.5522, -0.5252, -0.5374, -0.5141, -0.4705, -0.4505, -0.4387, -0.4352, -0.4499, -0.4451, -0.4235, -0.4435, -0.4412, -0.4075, -0.3972, -0.3959, -0.3852, -0.4011, -0.4122, -0.2592, -0.1727, -0.0873, 0.0, -0.008, -0.0282, 0.0023, 0.0091, 0.0272, 0.0515, 0.2098, 0.1353, 0.2125, 0.2271, 0.2421, 0.1452, 0.2044, 0.2131, 0.1715, 0.2117, 0.2456, 0.2467, 0.2339, 0.1942, 0.1645, 0.1456, 0.1188, 0.1818, 0.1752, 0.1713, 0.1316, 0.1894, 0.2969, 0.2226, 0.272, 0.3103, 0.2374, 0.2882, 0.2543, 0.2277, 0.293, 0.3368, 0.2337, 0.1534, 0.1172, 0.1349, 0.1524, 0.1935, 0.2201, 0.1874, 0.1108, 0.167, 0.2267, 0.2182, 0.2425, 0.1347, 0.1176, 0.2073, 0.2425, 0.3525, 0.3426, 0.2582, 0.1293, 0.1762, 0.1878, 0.1715, 0.1793, 0.2102, 0.1888, 0.0525, 0.1262, 0.0974, 0.0121, -0.0646, -0.0941, -0.0356, -0.1048, -0.0846, -0.0953, -0.084, -0.1202, -0.1373, -0.1295, -0.106, -0.0844, -0.1153, -0.1042, -0.1468, -0.1824, -0.2018, -0.2469, -0.2569, -0.272, -0.2242, -0.2541, -0.2399, -0.2479, -0.2359, -0.2345, -0.217, -0.2607, -0.2747, -0.2314, -0.2152, -0.1999, -0.225, -0.2769, -0.2421, -0.2368, 0.153, 0.3661, 0.4618, 0.4686, 0.5199, 0.5067, 0.5207, 0.518, 0.5158, 0.4087, 0.4488, 0.3568, 0.4202, 0.4075, 0.4023, 0.4641, 0.4917, 0.4556, 0.4237, 0.4838, 0.5098]}
{"unit_id": "reply:2009074132621660670", "ticker_idx": 0, "ts": "2026-01-08T01:26:14+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ABVX is an *INCREDIBLY* rare exception by making it past phase 3 with zero competition behind it. The drug's uniqueness is literally one of its single most defining BULL cases.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish ABVX: obefazimod is uniquely competition-free post-Phase 3, unlike every other effective MOA in pharma.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yours couldn’t possibly be more worthless.  You’re aware that almost every drug on the market currently has multiple me too drugs coming right after it with the same MOA right?  You could apply this lazy logic to almost every drug in the world EXCEPT for obefazimod.\n\nABVX is an *INCREDIBLY* rare exception by making it past phase 3 with zero competition behind it.  None.  Meanwhile there are tens of TL1A drugs out there, S1P1s, IL17s, 23s, etc etc etc.  Every effective MoA out there is *riddled* with me-too competition in modern pharma.  *Except* for obefazimod.\n\nBeyond that, many people don’t even think that mir-124 is the actual MoA of the drug, so good luck getting people to believe that your mir-124agon drug does the same thing.  They won’t.  \n\nTruly, yours is one of the most braindead bear cases I have EVER heard.  The drug’s uniqueness is literally one of its single most defining BULL cases.  🤦🏻‍♂️", "reply_text": null, "parent_text": "@A_May_MD Thank you very much for your scientifically valuable comment.", "quoted_text": null, "parent_author": "GermanBiotech", "ret_m1d": 0.09515980341542418, "ret_signed_m1d": 0.09515980341542418, "alpha_spy_m1d": 0.0950582657923087, "alpha_c_m1d": 0.08542029054513556, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.009739512870288625, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009438015049375692, "ret_signed_p1d": -0.009438015049375692, "alpha_spy_p1d": -0.01605139804626432, "alpha_c_p1d": -0.004315403174288135, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": -0.005122611875087557, "ret_p1w": 0.011343018548961581, "ret_signed_p1w": 0.011343018548961581, "alpha_spy_p1w": 0.007383674177660948, "alpha_c_p1w": 0.018679072391715068, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": -0.007336053842753487, "ret_p1m": 0.03714608186752044, "ret_signed_p1m": 0.03714608186752044, "alpha_spy_p1m": 0.030706674377372067, "alpha_c_p1m": 0.04852976071020121, "bench_spy_p1m": 0.0064394074901483744, "bench_c_p1m": -0.011383678842680767, "ret_p3m": 0.09221579117562628, "ret_signed_p3m": 0.09221579117562628, "alpha_spy_p3m": 0.10410014258158862, "alpha_c_p3m": 0.156751631145022, "bench_spy_p3m": -0.011884351405962335, "bench_c_p3m": -0.06453583996939571, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03714608186752044, "alpha_spy_stated": 0.030706674377372067, "alpha_c_stated": 0.04852976071020121, "price_path": [-0.2509, -0.2154, -0.1881, -0.172, -0.153, -0.1721, -0.1955, -0.1971, -0.2078, -0.2063, -0.2146, -0.2166, -0.2141, -0.1788, -0.184, -0.1433, -0.097, -0.1132, -0.1441, -0.1459, -0.1375, -0.1004, -0.0885, -0.0811, -0.0557, -0.1044, -0.1263, -0.0442, -0.0162, -0.0144, -0.022, 0.0642, 0.0314, 0.0885, 0.1103, 0.0882, 0.0809, 0.0384, -0.0057, -0.0395, -0.042, -0.0085, -0.0038, 0.0654, 0.1043, 0.1524, 0.0871, 0.021, -0.0391, -0.0404, -0.0163, -0.0048, 0.2011, 0.1979, 0.2582, 0.2322, 0.2157, 0.1979, 0.1677, 0.1583, 0.067, 0.0313, 0.0952, 0.0, -0.0094, 0.0217, 0.0359, 0.0824, 0.0113, 0.0139, 0.029, 0.0391, 0.0705, 0.0574, 0.0467, 0.0294, -0.0131, -0.0169, -0.0376, -0.0349, -0.0188, -0.0166, -0.0414, 0.0189, 0.0371, 0.032, 0.063, 0.0784, 0.0823, 0.0878, 0.0995, 0.1277, 0.1287, 0.1508, 0.1108, 0.0679, 0.0345, 0.0501, -0.0206, -0.038, 0.0111, -0.0242, -0.0533, -0.0509, -0.0018, -0.0275, 0.0129, 0.0001, 0.0629, 0.0964, 0.0736, 0.0652, 0.042, -0.0006, -0.0461, -0.0415, -0.052, -0.1127, -0.1211, -0.0358, -0.0045, 0.0249, 0.0345, 0.0086, 0.03, 0.0883, 0.0922, 0.0504, 0.0893, 0.0519, 0.0604, 0.0404, -0.0044, -0.0352, 0.0043, -0.0216, -0.0081, -0.0311, -0.0487, -0.0801, 0.0164, 0.0184, 0.0142, 0.0718, 0.0957, 0.0793, 0.0628, 0.0575, 0.0511, 0.0556, 0.0477, -0.0083, -0.0168, -0.0152, 0.0382, 0.0739, 0.0563, 0.0946, 0.1233, 0.1213, 0.1484, 0.123, -0.3722, -0.2194, -0.0914, -0.1209, -0.1209, -0.1106, -0.1512, -0.1266, -0.164, -0.1492, -0.1558, -0.1328, -0.1415, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2000957761278849268", "ticker_idx": 0, "ts": "2025-12-16T15:54:40+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought the $NKTR dip. This is worth far more than $1B in my book, and IMO the stock should be green today after showing it is meaningfully active in AA. Once they raise $$$ for the AtD P3 this stock should do very well, especially into maintenance data for AtD (and AA) in 1H26.", "tweet_type": "prediction", "timeline": "months", "summary": "Long NKTR; Rezpeg superior to Nemluvio in atopic derm + larger AA market opportunity; stock worth far more than current sub-$1B market cap, should re-rate into 1H26 data.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Bought the $NKTR dip.  Modified IL-2 works in alopecia strata.\n\nEven including the 4 erroneously enrolled patients, the separation of both arms from placebo and continued decline in SALT scores all the way out the week 36 is very encouraging.  I’m fine to ignore the mITT stuff altogether.  We don’t need to play any statistical games IMO to see that the data there are good enough and certainly well above the bar of the market consensus that was basically “this won’t be active”.\n\nThis has a high probability of success in a P3 trial, which would make it the first and only safe FDA approved biologic for AA.  \n\nSo what do we have in Rezpeg then?  This would be a multi-indication derm drug.  The best analogue would be Galderma’s Nemluvio. \n\nNemluvio is approved but very inefficacious in atopic derm (still gets used because we don’t have other MoAs in atopic derm).  Nemluvio’s 2nd indication is Prurigo Nodularis.  Note that alopecia Areata is a ~10x larger marker than prurigo nodularis…\n\nSo $NKTR would have a dual indication launch that we can compare to Nemluvio expect:\n-$NKTR is *far* better than Nemluvio in atopic dermatitis \n-$NKTR’s 2nd indication is ~10x larger than Nemluvio’s.\n\nNow, Nemluvio is having a killer launch.  Galerma is projecting Nemluvio peak sales >$2B and it’s going to be blockbuster already in ‘27.   Some sellsiders have Nemluvio doing >$3B peak.\n\nIf Nemluvio was a standalone company, its valuation would almost certainly be between $7-$10B.  \n\nIn the mid $40s now $NKTR is falling below *1* billion.  \n\nI see a drug in Rezpeg that will clearly be superior to Nemluvio in atopic derm and has a chance to establish itself as the safe go-to biologic in an AA market that is a *way* larger TAM than Nemluvio’s PN.  Even if it were to be “just” a post-JAK AA maintenance drug, that’d still make it the dominant revenue generator in the AA space as the chronic treatment of choice.   This could legitimately be a $2B+ drug like Nemluvio.  \n\nThe market just constantly doubts $NKTR for whatever reason.  This thing was at <0.4x cash at times before the atopic derm data.  The stock gets virtually no credit, so I’m not surprised to see this happening again today. \n\nThey’ve got the next-to-market MoA after the (now floundering) OX40 class, and IMO rezpeg will be used in 2 indications.  That’s a big deal. \n\nThis is worth far more than $1B in my book, and IMO the stock should be green today after showing it is meaningfully active in AA.  That said, I’m not surprised that it’s red currently.   Par for the course for $NKTR.\n\nOnce they raise $$$ for the AtD P3 this stock should do very well, especially into maintenance data for AtD (and AA) in 1H26.  Eventually I think the market will appreciate the >$10B void/vacuum left behind by OX40 flopping and start giving $NKTR some credit for their ability to help fill it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08421479663341325, "ret_signed_m1d": 0.08421479663341325, "alpha_spy_m1d": 0.08147493500077707, "alpha_c_m1d": 0.07103902672357565, "bench_spy_m1d": 0.0027398616326361758, "bench_c_m1d": 0.013175769909837598, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07587468579767875, "ret_signed_p1d": -0.07587468579767875, "alpha_spy_p1d": -0.06487109181427853, "alpha_c_p1d": -0.07405727623647462, "bench_spy_p1d": -0.011003593983400228, "bench_c_p1d": -0.0018174095612041308, "ret_p1w": -0.09560619970561024, "ret_signed_p1w": -0.09560619970561024, "alpha_spy_p1w": -0.11199052512981111, "alpha_c_p1w": -0.10586131115751762, "bench_spy_p1w": 0.016384325424200874, "bench_c_p1w": 0.010255111451907384, "ret_p1m": -0.23352318099815172, "ret_signed_p1m": -0.23352318099815172, "alpha_spy_p1m": -0.25537381321324615, "alpha_c_p1m": -0.24866696238249686, "bench_spy_p1m": 0.021850632215094423, "bench_c_p1m": 0.015143781384345134, "ret_p3m": 0.5223758456099825, "ret_signed_p3m": 0.5223758456099825, "alpha_spy_p3m": 0.5475947381090311, "alpha_c_p3m": 0.5667431892429021, "bench_spy_p3m": -0.02521889249904863, "bench_c_p3m": -0.04436734363291961, "ret_p6m": 0.23921884373545765, "ret_signed_p6m": 0.23921884373545765, "alpha_spy_p6m": 0.13013075968595955, "alpha_c_p6m": 0.261397172579529, "bench_spy_p6m": 0.1090880840494981, "bench_c_p6m": -0.022178328844071338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23352318099815172, "alpha_spy_stated": -0.25537381321324615, "alpha_c_stated": -0.24866696238249686, "price_path": [0.0389, 0.1953, 0.1216, 0.1979, 0.2124, 0.2272, 0.1314, 0.19, 0.1985, 0.1574, 0.1971, 0.2307, 0.2317, 0.2191, 0.1798, 0.1505, 0.1318, 0.1054, 0.1676, 0.1611, 0.1572, 0.118, 0.1751, 0.2813, 0.2079, 0.2567, 0.2945, 0.2225, 0.2728, 0.2392, 0.213, 0.2775, 0.3208, 0.2189, 0.1395, 0.1037, 0.1212, 0.1385, 0.1792, 0.2055, 0.1731, 0.0974, 0.153, 0.212, 0.2036, 0.2276, 0.121, 0.1041, 0.1928, 0.2276, 0.3362, 0.3265, 0.2431, 0.1157, 0.1621, 0.1735, 0.1574, 0.1652, 0.1957, 0.1745, 0.0399, 0.1127, 0.0842, 0.0, -0.0759, -0.105, -0.0472, -0.1155, -0.0956, -0.1062, -0.095, -0.1308, -0.1477, -0.14, -0.1168, -0.0954, -0.1259, -0.1149, -0.157, -0.1922, -0.2114, -0.2559, -0.2659, -0.2807, -0.2335, -0.263, -0.249, -0.2569, -0.2451, -0.2437, -0.2264, -0.2695, -0.2834, -0.2406, -0.2246, -0.2095, -0.2343, -0.2856, -0.2512, -0.2459, 0.1391, 0.3497, 0.4443, 0.451, 0.5016, 0.4886, 0.5024, 0.4998, 0.4976, 0.3918, 0.4314, 0.3405, 0.4032, 0.3906, 0.3855, 0.4465, 0.4738, 0.4382, 0.4066, 0.466, 0.4917, 0.4312, 0.49, 0.4689, 0.5269, 0.4886, 0.5224, 0.4691, 0.5122, 0.4841, 0.4662, 0.4437, 0.3967, 0.3273, 0.4636, 0.5401, 0.5661, 0.5199, 0.5509, 0.5273, 0.5836, 0.5765, 0.6365, 0.653, 0.6928, 0.7085, 0.7262, 1.0413, 0.9967, 0.8959, 0.8564, 0.8649, 0.7644, 0.7048, 0.6924, 0.7299, 0.7587, 0.7675, 0.712, 0.7309, 0.6959, 0.6658, 0.6013, 0.5954, 0.545, 0.512, 0.4365, 0.392, 0.3747, 0.4135, 0.395, 0.355, 0.3336, 0.3303, 0.3224, 0.3198, 0.299, 0.1912, 0.2048, 0.2065, 0.166, 0.1517, 0.1438, 0.155, 0.2044, 0.2079, 0.2439, 0.226, 0.2392, 0.2392]}
{"unit_id": "reply:1968674022305972248", "ticker_idx": 0, "ts": "2025-09-18T13:50:37+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it continues to be severely mispriced", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NKTR is severely mispriced to the downside; expects continued upward re-rating as disbelief fades.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$NKTR always does this.  Was up like 20% the day that OX40 flopped, then 3 days in a row *after* that it kept going up ~10% every day.  People are just in disbelief and many don't like the stock for historic failures with other drugs.  I think it continues to be severely mispriced.", "reply_text": null, "parent_text": "@A_May_MD Im curious to why the market is not responding to results yet... Premarket sent it +13% even but after dropped to 4ish% I would have thought that the efficasy would have been pretty similar to 16 weeks results were significantly better", "quoted_text": null, "parent_author": "Sir_partypooper", "ret_m1d": -0.13087132141545532, "ret_signed_m1d": -0.13087132141545532, "alpha_spy_m1d": -0.1262206457773677, "alpha_c_m1d": -0.12890733145859856, "bench_spy_m1d": -0.004650675638087631, "bench_c_m1d": -0.00196398995685676, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061606518640048735, "ret_signed_p1d": -0.061606518640048735, "alpha_spy_p1d": -0.066559387090942, "alpha_c_p1d": -0.06029715452213513, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": -0.0013093641179136029, "ret_p1w": -0.05343770386898994, "ret_signed_p1w": -0.05343770386898994, "alpha_spy_p1w": -0.049835524539779685, "alpha_c_p1w": -0.03360373281330176, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": -0.019833971055688182, "ret_p1m": -0.016848160177818428, "ret_signed_p1m": -0.016848160177818428, "alpha_spy_p1m": -0.022845797613348595, "alpha_c_p1m": -0.06380547681905491, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": 0.04695731664123648, "ret_p3m": -0.22685497612535688, "ret_signed_p3m": -0.22685497612535688, "alpha_spy_p3m": -0.2434669148008093, "alpha_c_p3m": -0.3506879891920125, "bench_spy_p3m": 0.01661193867545241, "bench_c_p3m": 0.12383301306665562, "ret_p6m": 0.2290674486666444, "ret_signed_p6m": 0.2290674486666444, "alpha_spy_p6m": 0.24143219455305287, "alpha_c_p6m": 0.1625340983923469, "bench_spy_p6m": -0.012364745886408457, "bench_c_p6m": 0.06653335027429752, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.016848160177818428, "alpha_spy_stated": -0.022845797613348595, "alpha_c_stated": -0.06380547681905491, "price_path": [-0.8535, -0.8552, -0.8376, -0.5839, -0.5044, -0.4949, -0.5616, -0.5602, -0.5815, -0.5655, -0.5786, -0.6006, -0.6132, -0.6025, -0.5728, -0.5744, -0.5846, -0.595, -0.5892, -0.5461, -0.5756, -0.5781, -0.5834, -0.5745, -0.5817, -0.5745, -0.5975, -0.6101, -0.6244, -0.631, -0.6093, -0.604, -0.6161, -0.6179, -0.6299, -0.6076, -0.6176, -0.5984, -0.5623, -0.5458, -0.5361, -0.5332, -0.5453, -0.5414, -0.5235, -0.54, -0.5381, -0.5102, -0.5017, -0.5007, -0.4918, -0.5049, -0.5141, -0.3877, -0.3162, -0.2456, -0.1734, -0.1801, -0.1967, -0.1715, -0.1659, -0.151, -0.1309, 0.0, -0.0616, 0.0022, 0.0143, 0.0267, -0.0534, -0.0044, 0.0027, -0.0317, 0.0015, 0.0296, 0.0305, 0.0199, -0.0129, -0.0374, -0.0531, -0.0752, -0.0231, -0.0286, -0.0318, -0.0647, -0.0168, 0.072, 0.0106, 0.0514, 0.083, 0.0228, 0.0648, 0.0368, 0.0148, 0.0688, 0.105, 0.0197, -0.0466, -0.0766, -0.0619, -0.0475, -0.0134, 0.0085, -0.0186, -0.0819, -0.0354, 0.014, 0.007, 0.0271, -0.0621, -0.0762, -0.002, 0.0271, 0.1179, 0.1098, 0.04, -0.0665, -0.0277, -0.0182, -0.0317, -0.0252, 0.0003, -0.0174, -0.13, -0.0691, -0.0929, -0.1634, -0.2269, -0.2512, -0.2029, -0.26, -0.2434, -0.2522, -0.2429, -0.2728, -0.2869, -0.2805, -0.2611, -0.2432, -0.2687, -0.2595, -0.2948, -0.3242, -0.3402, -0.3775, -0.3858, -0.3982, -0.3587, -0.3834, -0.3717, -0.3783, -0.3684, -0.3673, -0.3528, -0.3889, -0.4004, -0.3647, -0.3513, -0.3387, -0.3594, -0.4023, -0.3736, -0.3691, -0.047, 0.1292, 0.2083, 0.2139, 0.2563, 0.2454, 0.257, 0.2548, 0.2529, 0.1644, 0.1976, 0.1215, 0.1739, 0.1634, 0.1591, 0.2102, 0.233, 0.2032, 0.1768, 0.2265, 0.248, 0.1974, 0.2466, 0.2289, 0.2774, 0.2454, 0.2737, 0.2291]}
{"unit_id": "thread:2048860954876952784", "ticker_idx": 0, "ts": "2026-04-27T20:24:52+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I was actually able to grab a few cheapies … Bullish for Obefazimod's durability, if anything!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought ABVX during flash crash caused by erroneous Bloomberg blurb; bullish on Obefazimod durability, views dip as already recovered non-event.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Anyone wondering what that >10% flash crash was for $ABVX at close?  Bloomberg published a blurb saying that their P2 ulcerative colitis trial has been delayed by 2+ years.\n\nThe issue?  That trial already read out 4 years ago 🤣 \n\nClearly spooked someone who spooked some algos who spooked some more algos. \n\nIt has all recovered back to closing price ~$112 already obviously. Was in the high $90s for a couple minutes!\n\nShoutout to @KevinLMak who brought this to my attention so quickly that I was actually able to grab a few cheapies 😅\n\n---\n\nThe error comes from the https://t.co/HzJuHeEJVg page being updated for the phase 2 trial today.  $ABVX appears to have extended the long term extension phase of the study *again* because patients from way back in the phase 2 era must still want to stay on the drug…so Abivax is lengthening the trial to accommodate that.\n\nBullish for Obefazimod’s durability, if anything!  \n\nWild error on BBG’s part to pick this up as a trial delay though.  They should look into that.  \n\n@plainyogurt21 might be willing you help you guys optimize your computers’ https://t.co/HzJuHeEJVg interactions 😅 @Bloomberg", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018476369605442855, "ret_signed_m1d": 0.018476369605442855, "alpha_spy_m1d": 0.013586583677811737, "alpha_c_m1d": 0.021118121786323107, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": -0.0026417521808802524, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03303908976124448, "ret_signed_p1d": -0.03303908976124448, "alpha_spy_p1d": -0.032884580436258526, "alpha_c_p1d": -0.02608692050749306, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": -0.006952169253751417, "ret_p1w": 0.12660412928903453, "ret_signed_p1w": 0.12660412928903453, "alpha_spy_p1w": 0.10963037283115518, "alpha_c_p1w": 0.11645391550261652, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.010150213786418005, "ret_p1m": 0.1786656663574957, "ret_signed_p1m": 0.1786656663574957, "alpha_spy_p1m": 0.11837255090437937, "alpha_c_p1m": 0.1297223354053425, "bench_spy_p1m": 0.06029311545311633, "bench_c_p1m": 0.0489433309521532, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1786656663574957, "alpha_spy_stated": 0.11837255090437937, "alpha_c_stated": 0.1297223354053425, "price_path": [0.0821, 0.0374, 0.0334, 0.0117, 0.0145, 0.0314, 0.0337, 0.0076, 0.071, 0.0902, 0.0847, 0.1174, 0.1335, 0.1376, 0.1434, 0.1557, 0.1854, 0.1864, 0.2097, 0.1677, 0.1225, 0.0874, 0.1038, 0.0295, 0.0112, 0.0628, 0.0258, -0.0049, -0.0024, 0.0492, 0.0222, 0.0647, 0.0512, 0.1172, 0.1525, 0.1285, 0.1197, 0.0953, 0.0505, 0.0027, 0.0076, -0.0035, -0.0674, -0.0762, 0.0135, 0.0464, 0.0774, 0.0874, 0.0602, 0.0827, 0.144, 0.1481, 0.1041, 0.145, 0.1057, 0.1147, 0.0937, 0.0465, 0.0142, 0.0557, 0.0285, 0.0427, 0.0185, 0.0, -0.033, 0.0684, 0.0704, 0.0661, 0.1266, 0.1517, 0.1345, 0.1171, 0.1116, 0.1049, 0.1096, 0.1013, 0.0424, 0.0335, 0.0351, 0.0913, 0.1289, 0.1103, 0.1505, 0.1808, 0.1787, 0.2072, 0.1804, -0.3401, -0.1795, -0.045, -0.0759, -0.0759, -0.0651, -0.1078, -0.0819, -0.1212, -0.1057, -0.1126, -0.0885, -0.0976, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046318967455645955", "ticker_idx": 0, "ts": "2026-04-20T20:03:55+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now can it get on with rallying 40%+ like it did after the last offering???", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish NKTR post-offering; expects 40%+ rally similar to previous post-offering move.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$NKTR offering!  There you go.  Wasted no time there!  Now can it get on with rallying 40%+ like it did after the last offering???\n\nThis afternoon I noticed volume was surprisingly low, which basically guaranteed this was coming.  The real buyers were on the sidelines waiting.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.022310459762717727, "ret_signed_m1d": 0.022310459762717727, "alpha_spy_m1d": 0.015720422647315768, "alpha_c_m1d": 0.012030854370567834, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": 0.010279605392149893, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05052981386329958, "ret_signed_p1d": -0.05052981386329958, "alpha_spy_p1d": -0.06065652595841853, "alpha_c_p1d": -0.05368227219416244, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.0031524583308628618, "ret_p1w": -0.146189950775795, "ret_signed_p1w": -0.146189950775795, "alpha_spy_p1w": -0.15699830693416617, "alpha_c_p1w": -0.13193555208366736, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": -0.014254398692127634, "ret_p1m": -0.2920742128028946, "ret_signed_p1m": -0.2920742128028946, "alpha_spy_p1m": -0.34486647214920985, "alpha_c_p1m": -0.3003664738298324, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.008292261026937808, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2920742128028946, "alpha_spy_stated": -0.34486647214920985, "alpha_c_stated": -0.3003664738298324, "price_path": [-0.6309, -0.6239, -0.6279, -0.6219, -0.6212, -0.6126, -0.6342, -0.6411, -0.6197, -0.6117, -0.6041, -0.6165, -0.6422, -0.625, -0.6224, -0.4295, -0.3241, -0.2767, -0.2733, -0.248, -0.2545, -0.2476, -0.2489, -0.25, -0.303, -0.2831, -0.3286, -0.2973, -0.3036, -0.3061, -0.2756, -0.2619, -0.2797, -0.2955, -0.2658, -0.253, -0.2832, -0.2538, -0.2644, -0.2353, -0.2545, -0.2376, -0.2643, -0.2427, -0.2567, -0.2657, -0.277, -0.3005, -0.3353, -0.267, -0.2287, -0.2157, -0.2388, -0.2233, -0.2351, -0.2069, -0.2105, -0.1804, -0.1722, -0.1522, -0.1444, -0.1355, 0.0223, 0.0, -0.0505, -0.0703, -0.066, -0.1163, -0.1462, -0.1524, -0.1337, -0.1192, -0.1148, -0.1426, -0.1332, -0.1507, -0.1657, -0.198, -0.201, -0.2263, -0.2428, -0.2806, -0.3029, -0.3115, -0.2921, -0.3013, -0.3214, -0.3321, -0.3337, -0.3377, -0.339, -0.3494, -0.4034, -0.3966, -0.3958, -0.4161, -0.4232, -0.4272, -0.4216, -0.3968, -0.3951, -0.377, -0.386, -0.3794, -0.3794, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2026441502289756284", "ticker_idx": 0, "ts": "2026-02-24T23:37:58+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Even if $ABVX was *only* trading at 2x of Entyvio's projected peak sales...That's $16.5B...~50% upside from $ABVX's current levels", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish ABVX: tears apart Wedbush bear report, argues ~50%+ upside on peak sales math, superior efficacy/safety, no real competition, and M&A optionality at $17-18B bids.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Lot's of requests to discuss the Wedbush report on $ABVX today.  It's a doozy.  Obviously I'm a biased bull so sure, take my thoughts with a grain of salt, but this is truly, awful work from my perspective.  Let's dig in on a few of the key issues.\n\n---\n\n\"We are skeptical that efficacy signals will hold at a one-year readout.\"\n\nOk, well, the bear thesis for $ABVX *used* to be that the induction was weak, whereas the maintenance data were super strong.  *By far* the strong point of the P2 dataset was the maintenance data.\n\nAs I have previously discussed,  $ABVX's P2 maintenance dataset showed a higher remission rate than literally any phase 3 trial has ever shown...And it actually wasn't even *close*.\n\nWhen only looking at induction responders (which is how P3s are run), Obe produced a 65% remission rate...the 2nd highest of any drug was Rinvoq (top of the market efficacy) with 52%.  13% difference.\n\nThe caveat here is that ABVX's trial was open label, whereas the Rinvoq study was blinded.  That makes a difference, but 13% is a hell of a lot of breathing room...In fact, that's higher than the placebo remission rate in Rinvoq's study!\n\nAnd Rinvoq is above the rest of the pack.  If you compare Obe's 65% to Entyvio (42%), Skyrizi (38%), or even the supposedly \"exciting\" TL1A inhibitors like Tuli (48%) and RVT-3101 (36%)....ABVX's 65% with Obe is blowing everything on the market out of the water.  Yes, even stuff with safety warnings, yes even \"novel\" stuff like TL1A.\n\nAnd that was in the P2 where the induction responses weren't even that strong...\n\nSo, Wedbush's first bear point is that they aren't sure that maintenance efficacy will hold up...OK...why?  No reason?  Just pure conjecture that goes directly in the face of the proof of concept data that we have.\n\n---\n\n\"Market cap implies sales greatly exceeding Entyvio.\"\n\nWWWHHHHAAAATTTT?!?!?!?!?!?  (please emphasize that in your mind when you read it as hard as you possibly can).\n\nEntyvio is already doing $6B in sales, and $TAK projects $7.5B-$9B peak sales.  Let's take the midpoint of $8.25B\n\nEven if $ABVX was *only* trading at 2x of Entyvio's projected peak sales, and you made that $8.25B...That's $16.5B...~50% upside from $ABVX's current levels\n\nWTF is Wedbush even talking about?  Legitimately - I do not understand.\n\nIf $ABVX were a standalone company with a projected peak sales of $8.25B, it would more likely traded at a 2.5-3x peak sales, with M&A potential taking it to 4-5x on a buyout...That's almost small cap pharma territory.  We would be talking about a ~$25B valuation at ~3x peak sales...\n\nBut it's not even $8.25B...it's supposedly more!  Wedbush says the market is already pricing in $ABVX sales \"greatly exceeding\" entyvio's?  So if it is say $10B in peak sales that the market is projecting for $ABVX, that means it is trading at a ~1x peak sales multiple?  Legitimately, I'm completely lost on this point by Wedbush, it is so truly bizarre.\n\nBelieve me...If $ABVX were even pricing in a multiple on $8B in peak revenues (let alone \"greatly exceeding\"), the stock price would currently be double or more.  Full stop.\n\n---\n\n\"Our survey does not support oral administration expanding the addressable market\".\n\nOk, well then you wrote a shitty survey.  *Safe* oral options expand market sizes, period.  File that under things you don't need a doc survey to teach you.\n\n---\n\n\"Emergence of other miR -124 enhancers will erode market share and limit ROI for an acquirer. One candidate is publicly announced (KMR301 from Formation Bio)\"\n\nThis one I actually cannot believe that I am reading in a report by someone who was apparently paid to write it.  I mean, I can see this being a twitter shitpost, but this is simply not serious work here, folks.\n\nThey are referring to a *PRE-PHASE 1* drug in China...\n\nThat puts them ~8 *YEARS* behind $ABVX.\n\nTHIS IS THE LONGEST ***POSSIBLE*** LEAD YOU CAN ***EVER*** HAVE IN THE MODERN PHARMACEUTICAL INDUSTRY WITH AN EXCITING NOVEL TARGET.  EVER!!!\n\nThere is a me-too China drug waiting close behind for *every* target these days...except for $ABVX's obefazimod.  This is for 2 reasons:\n1)  Everybody totally wrote this drug off for so long and didn't believe in it at all until *after* the finally released resounding phase 3 data\n2)  Nobody is convinced that miR-124 enhancement is the actual MoA of this drug.  There are all kinds of theories about how it could \"truly\" or \"also\" be working besides miR-124.  But nobody has had a me-too for this because nobody has known how to make one.\n\nThere are  *at least* 10 TL1a drugs in development right now...TEN.  Probably more if I spent more time digging.  And they are all relatively close to each other in timeline.\n\nThis is what happens in modern pharma.  A new target is discovered and even minimally validated, and a dozen copy-cat me two drugs pop out of the woodwork.\n\n$ABVX's obefazimod is an *absurdly* rare exception to this rule in the modern era.  Wedbush is presenting a PRE-CLINICAL Chinese drug that is almost a decade behind as a bear thesis for $ABVX...this is CLEARY one of the single greatest BULL cases for the company.\n\nInability to see this simple fact is beyond amateurish.  This is flat out trolling-level bullshit. \n\nTheir own table showing umpteen TL1A competitors is included below, showing they MUST be aware of this phenomenon, and are just making an intentionally contrived bear case here.\n\n---\n\n\"$ABVX lacks a CCO and does not appear to be building a sales force\"\n\n1.) 😈\n2.) LMAO\n\nThink through this one yourselves, folks.  I'm confident 99.9% of you have the brain power it takes.\n\n---\n\n\"In contrast to induction studies for biologics, which use a 12 -week timepoint, and the obefazimod Phase 2b UC trial, which used a 16 -week induction period, both ABTECT induction trials used a shorter induction timepoint of only 8 weeks. ABVX states its rationale for this timepoint was to maximize placebo -adjusted efficacy, because reductions in modified Mayo score plateaued beginning at 8 weeks in the Phase 2b UC trial, while placebo responses continued through 16 weeks. We view this justification as reducing the validity of any cross -trial comparisons, and see increased clinical risk for placebo -adjusted efficacy in upcoming maintenance results\"\n\n1)  Just flat out wrong.  Induction efficacy was measured and presented at 8 weeks for P2, same as P3.\n2) Numerous other oral therapies use the exact same 8 week induction efficacy assessment timepoint.  WTF are you talking about \"reducing validity of cross trial comparisons\"?  You want to compare this to Rinvoq??? Well they had the exact same induction timepoint...so again, WTF are you even talking about?\n\nThen they go on to say that the placebo arm response rate is going to go up with longer timepoints, reducing the delta in P3 maintenance.\n\nOh yeah?  Then why did Tulisokibart (TL1A) have a *****1%***** placebo remission rate at their ***12 week*** induction timepoint?  Complete nonsense cherrypicking of data to build their narrative here.\n\nOh, and again, this \"shrinking delta with longer treatment\" nonsense would require that Obefazimod's efficacy on treatment wanes with time...except the P2 studies literally show that its efficacy *deepens* with further treatment...again, this was literally *the* strongpoint of P2 dataset.\n\nAnd another reminder:  In the P2 dataset, Obe had the 2nd worst induction remission delta of all the 9 P3 datasets I analyzed...In its P3 dataset, Obe had the 3rd *highest* induction remission delta of all the drugs analyzed...\n\n---\n\nNow we get into their doc survey portion.  These things are always \"grain of salt\" territory.  These surveys can give *wildly* inaccurate results compared to real world practice.  But, what's comical here is Wedbush's apparent inability to even remotely interpret their own data...which are basically all bullish $ABVX\n\nSlide 1)  This slide cites \"aversion to needles/injections\" as one of the lowest ranking reasons for patients avoiding a drug.  Wedbush uses this as a bear case for ABVX's adoption because Obe is an oral therapy....But the data shows this is still near 1/3 of the market, which is currently *completely* dominated by injectable drugs!!\n\nThe 2nd thing the first slide just ignores is what the most common reason for avoiding certain advanced therapies was:  \"Concern about side effects\"...\n\nObe's immaculate safety and tolerability are perhaps its ultimate bullish attribute.  Wedbush focusses on supposedly few patients with needle aversion (actually a 3rd of the market) and ignores the biggest barrier to patient treatment adoption...safety, which has been Obe's clearest benefit.\n\nSo not only is it a pill for the ~1/3 of the market that is needle phobic, it is a SAFE option with ZERO severe safety warnings, which 2/3 of the market cares about most.  Obefazimod is the ONLY pill with these attributes.  WEDBUSH EVEN SAYS THIS THEMSELVES A REW SLIDES BEFORE!!\n\n\"Because no commercial precedent exists for an effective oral therapeutic with high tolerability in UC, we conducted a survey of 50 gastroenterologists\"\n\nThey are stating the facts, showing the data, and yet *somehow* arriving at a conclusion that is directly at odds with what they're saying 😅\n\n---\n\nObe's biggest oral competitor is Rinvoq (JAKi).  Which severe safety problems are docs most concerned with for JAKis?  Oh.  All of them!  Perhaps because they're all *potentially fatal* adverse events.\n\nWhich of these risks has $ABVX's obefazimod been shown to have?  Literally zero.\n\n---\n\nThis slide might be my favorite.  They collected liklihood of docs prescribing Obe *instead* of other drugs, with 10 being most likely.  5 you could consider neutral.\n\nHey look!  Obe beat...every drug.  Wow.  This is supposed to be...bearish?\n\nAgain, I ask:  What. The. Fuck. Are. These. Guys. Talking. About?\n\n---\n\nThis one is pretty funny too.  \"How likely would you be to prescribe a combination of TL1A with another mechanism instead of other drugs?  Yeah, we don't have the data for that combo yet because it doesn't really exist, but imagine the combination!  You pick what the combo partner is!\"\n\nYeah...this showed slightly higher preference of prescription rates than Obe did...honestly, I'm surprised it wasn't higher.  You are going to put Obe up against an imaginary dataset of combining multiple MoAs?  Obviously docs are going to want the combo.\n\nWhich, comes back to one of Obe's key strengths yet again...You could combo Obe with anything because of how safe it is.  The \"combo therapies will be preferred\" argument is literally a *strong* bull case for $ABVX.\n\n(The 2nd slide here is just an unbelievably ridiculous comparison that I truly cannot believe someone published collected and published - Incredible).\n\n---\n\nHey look!  Obe is *already* the next-gen drug that the most providers are the most familiar with! https://t.co/WG0fWzo6ZB\n\n---\n\nThe report repeatedly refers to supposed patent risk, and then at the end of the doc they assign this a probability of...5%...and it's just a patent extension, not even a go/no-go on IP.\n\n---\n\nHere's their own projected launch curve...once again I do not understand how I am supposed to read this as bearish.  The \"UC only\" curve shows ~$22B in life cycle revenue....This is the bear case?\n\nThe CD case also shows the drug surpassing $8B in peak sales...back to the early slides - if they hit in CD and that number becomes consensus, this thing is trading *CHEAP* at current levels. \n\nWedbush also notes their bearish point that they expect the Obefazimod launch curve to be slower than Entyvio's because of \"more competition\" than when Entyvio launched years ago.\n\nThey are ignoring some absolutely key points here:\n\n1)  The UC market has grown *massively* since Entyvio launched.  The market is far bigger now, and will continue to grow far bigger in years to come.  Advanced therapy penetration has grown extremely high, *and* the cycle rate is extremely high because of low overall response rates.  There will be big demand for Obe's brand new MoA for patients not satisfied with current options (there are *many*).\n\n2)  Entyvio's efficacy is quite low compared to Obe's.  Entyvio's P3 induction remission delta is the 2nd lowest I can find at 12%.  $ABVX's is the 3rd highest at 16% and, and again - the other 2 above do NOT have clean safety labels like Obe will.\n\n3)  ENTYVIO LAUNCHED AS AN ***INTRAVENOUS888 THERAPY.  Not subcutaneous injection.  Infusion clinic, needle in vein, sit and wait for the drug to be infused.  Late in its launch it now has a SubQ version available (recent).  But it's launch was severely handicapped by IV requirement, whereas Obefazimod is a simple, at home, once a day pill...\n\nAnd again....Obe even matching Entyvio's launch curve should be a bull case...we are talking about a >$7B peak sales drug...how is matching that a bear case?  And don't forget all the points above that, IMO, suggest the launch curve will be steeper than Entyvio's was.\n\nFinally, even Wedbush acknowledges that if ABVX hits in CD it's launch is going to exceed Entyvio's...I just legitimately cannot fathom how this is being said by someone who is bearish.\n\n---\n\nOn the $ABVX M&A rumors...this part is hilarious to me.  They got the rumored bids wrong and THE COMPANY'S DILUTED SHARE COUNT WRONG.  They are writing this whole report...and they have the fdOS wrong...Just, literally the valuation of the company that they are trying to value and they don't have that number correct.  Incredible.  Truly, remarkable.\n\nIt is 88M, BTW.  $LLY rumor bid would be ~$198.  $AZN rumor bid would be a little higher than that.\n\nAnother fun excerpt:\n\n\"Should Phase 3 maintenance data remain consistent with previous Phase 2b findings , we expec t LLY will quickly consummate a rumored €15B/$17.8B bid.\"\n\nOh!  Ok...so, \"if the P3 data look THE SAME as the P2 data, then yeah the company immediately gets taken out for huge upside\"\n\nWell that's interesting...especially since the P3 induction data were actually much *BETTER* than the P2 induction data...Now you're saying, if the maintenance data can just simply *replicate* the P2 maintenance data, this gets bought out at a big premium?  Again, I ask, this is a bear case?!?!\n\nOnce again I just do not know how to marry what they're literally saying with the conclusions they are somehow drawing.  Totally at odds with each other.\n\nThen again, they don't even have the fdOS down...what should I expect?\n\n---\n\nThere's some lazy attempt at saying \"but what if there's a NEW safety problem with the drug?!\" in here too.\n\nIt's so lazy it's almost not even worth talking about, but let's just review the facts to shut this up.\n\n1)  $ABVX has seen no safety or  tolerability issues with this drug.  A minority of patients get a mild headache that lasts for 1 day (1. single. day.) and that's it...like, this is one of the cleanest safety/tolerability profiles of an advanced therapy in *any* indication, let alone UC that is flooded with black box warnings and severe infection risks!\n\n2)  $ABVX has had patients on drug for up to ***7 years*** from the P2 studies...zero safety risks emerged.\n\n3)  The drug was originally studied in HIV patients!!! No infection risk even in them!  Pristine!\n\n4)  The kicker...The company has already reported that >80% of the P3 trial has already passed through safety monitoring past 52 weeks (the study's length)...with ZERO new safety events.\n\nSo the argument is basically, what if a new safety event that has never been seen anywhere with this drug, including in patients treated for 5-7 years, *after* 80% of the P3 patients have already shown zero new safety signals...somehow in the final 20% of patients.  Oh, and it has to be a safety event that is severe enough to be a big deal and recurrent enough that it can be causally linked to the drug.\n\nYou can *always* make the \"what about a random safety event???\" argument about *any* drug in any stage of development.  Almost NEVER do you have more proof that the drug is safe than $ABVX currently does.  \n\nThis is a lazy, lazy, lazy \"what if\" bear thesis that is firmly contradicted by the data we already have.\n\n---\n\nAll of this nonsense and the bearish PT they arrive at is...$110?  Like...not even 15% downside from here?  Well...ok, maybe that does check out then 😅 \n\nThe biggest bear on the street is making essentially zero since, contradicting all their own key points throughout their report, and then arrives at a *slightly* bearish price target that reflects prices we saw like 3 weeks ago...ok 🤷‍♂️\n\nThere's lots of other stuff in there that I could nitpick on.  These were just the big glaring issues.  I'm sure I'll vent about it some more here in the comments, but for now:\n\nRant over.\n\nP.S.  I didn't proof read a single word of this.  Sorry in advance.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04021723328823623, "ret_signed_m1d": 0.04021723328823623, "alpha_spy_m1d": 0.0485849303975362, "alpha_c_m1d": 0.03996376764797427, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": 0.00025346564026196283, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03129814767731243, "ret_signed_p1d": -0.03129814767731243, "alpha_spy_p1d": -0.02574370209810528, "alpha_c_p1d": -0.02870039182384332, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.002597755853469108, "ret_p1w": -0.05319066804989259, "ret_signed_p1w": -0.05319066804989259, "alpha_spy_p1w": -0.04162021951331896, "alpha_c_p1w": -0.04824871905929451, "bench_spy_p1w": -0.01157044853657363, "bench_c_p1w": -0.004941948990598077, "ret_p1m": -0.11230031840179255, "ret_signed_p1m": -0.11230031840179255, "alpha_spy_p1m": -0.045506308874802115, "alpha_c_p1m": -0.039495007097739454, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.0728053113040531, "ret_p3m": 0.051893244153612406, "ret_signed_p3m": 0.051893244153612406, "alpha_spy_p3m": -0.033744062217357707, "alpha_c_p3m": 0.10529460063648399, "bench_spy_p3m": 0.08563730637097011, "bench_c_p3m": -0.05340135648287159, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11230031840179255, "alpha_spy_stated": -0.045506308874802115, "alpha_c_stated": -0.039495007097739454, "price_path": [-0.0341, 0.0193, 0.0397, 0.0191, 0.0122, -0.0276, -0.0689, -0.1005, -0.1029, -0.0715, -0.0671, -0.0024, 0.0341, 0.0791, 0.018, -0.0439, -0.1001, -0.1014, -0.0788, -0.068, 0.1248, 0.1218, 0.1782, 0.1539, 0.1384, 0.1217, 0.0934, 0.0847, -0.0008, -0.0343, 0.0255, -0.0636, -0.0724, -0.0432, -0.0299, 0.0136, -0.0529, -0.0505, -0.0364, -0.0269, 0.0024, -0.0098, -0.0199, -0.036, -0.0758, -0.0794, -0.0988, -0.0962, -0.0812, -0.0791, -0.1023, -0.0459, -0.0288, -0.0336, -0.0045, 0.0098, 0.0135, 0.0186, 0.0296, 0.056, 0.0569, 0.0777, 0.0402, 0.0, -0.0313, -0.0166, -0.0829, -0.0992, -0.0532, -0.0862, -0.1135, -0.1112, -0.0653, -0.0894, -0.0515, -0.0635, -0.0047, 0.0267, 0.0054, -0.0025, -0.0242, -0.0641, -0.1067, -0.1024, -0.1123, -0.1691, -0.177, -0.0971, -0.0678, -0.0402, -0.0313, -0.0555, -0.0354, 0.0191, 0.0228, -0.0164, 0.02, -0.015, -0.007, -0.0257, -0.0677, -0.0965, -0.0595, -0.0838, -0.0711, -0.0927, -0.1091, -0.1386, -0.0482, -0.0464, -0.0503, 0.0036, 0.026, 0.0107, -0.0048, -0.0097, -0.0157, -0.0115, -0.0189, -0.0714, -0.0793, -0.0778, -0.0278, 0.0057, -0.0109, 0.025, 0.0519, 0.05, 0.0754, 0.0516, -0.4121, -0.269, -0.1492, -0.1768, -0.1768, -0.1671, -0.2051, -0.1821, -0.2171, -0.2033, -0.2094, -0.188, -0.1961, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2020869737295610367", "ticker_idx": 0, "ts": "2026-02-09T14:37:45+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Novo is out for blood, FINALLY, after a year+ of looking spineless on this issue", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS on Novo pursuing treble damages; bullish NVO on aggressive litigation stance finally materializing.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Update... $NVO itself is already talking about the possibility for treble damages from $HIMS.  They specifically address this possibility in the STAT interview this morning.\n\nThe article is full of quotes from $NVO that all spell TROUBLE for $HIMS.  This article has several of the most direct statements I've seen out of pharma execs.\n\nNovo is out for blood, FINALLY, after a year+ of looking spineless on this issue.\n\nI strongly recommend reading this article if you have any sort of stake in this situation.  It legitimately surprised me how aggressive the tone is. \n\nhttps://t.co/5amoPgaunu\n\n---\n\nI started copy/pasting \"oh shit\" quotes from the article but the whole thing is basically just a series of them.  Just read it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03504151209453421, "ret_signed_m1d": -0.03504151209453421, "alpha_spy_m1d": -0.03024283486749424, "alpha_c_m1d": -0.03024283486749424, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005063763432686441, "ret_signed_p1d": -0.005063763432686441, "alpha_spy_p1d": -0.0024266174745050106, "alpha_c_p1d": -0.0024266174745050106, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": 0.015995472862596505, "alpha_c_p1w": 0.015995472862596505, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": -0.21348989077628, "ret_signed_p1m": -0.21348989077628, "alpha_spy_p1m": -0.18809901622971215, "alpha_c_p1m": -0.18809901622971215, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": -0.02568936574434566, "ret_signed_p3m": -0.02568936574434566, "alpha_spy_p3m": -0.09394931362037096, "alpha_c_p3m": -0.09394931362037096, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21348989077628, "alpha_spy_stated": -0.18809901622971215, "alpha_c_stated": -0.18809901622971215, "price_path": [-0.0579, -0.0747, -0.0695, -0.0045, 0.018, -0.0043, -0.0225, -0.0184, -0.0369, -0.0075, -0.0359, -0.0352, -0.0891, -0.0468, -0.0134, -0.0004, -0.019, -0.0393, -0.0365, -0.028, -0.0306, -0.0527, -0.061, -0.0065, 0.0186, 0.0164, 0.0203, -0.0083, -0.0324, -0.0356, -0.0259, -0.0257, 0.0454, 0.0646, 0.0614, 0.0425, 0.0375, 0.0306, 0.0612, 0.1163, 0.1396, 0.1458, 0.1614, 0.1912, 0.2125, 0.208, 0.1932, 0.157, 0.2625, 0.2291, 0.2015, 0.2605, 0.2611, 0.2959, 0.2739, 0.222, 0.2017, 0.2038, 0.1936, 0.0188, -0.0442, -0.1221, -0.035, 0.0, -0.0051, -0.0128, -0.0089, 0.0041, 0.0, -0.0028, -0.0186, -0.0395, -0.1973, -0.2184, -0.2271, -0.238, -0.2414, -0.2352, -0.2574, -0.2202, -0.2086, -0.2186, -0.1942, -0.2157, -0.2135, -0.2299, -0.2311, -0.2186, -0.2216, -0.2414, -0.2489, -0.2601, -0.2542, -0.2528, -0.2641, -0.2627, -0.27, -0.259, -0.2283, -0.234, -0.2235, -0.23, -0.225, -0.2103, -0.2138, -0.2122, -0.2025, -0.1744, -0.1431, -0.1405, -0.1492, -0.1504, -0.1723, -0.1779, -0.1912, -0.1355, -0.1349, -0.1355, -0.154, -0.1135, -0.0786, -0.0679, -0.0578, -0.0391, -0.0383, -0.0326, -0.0257, -0.0131, -0.0114, -0.0383, -0.0605, -0.0702, -0.0702, -0.0536, -0.0679, -0.0559, -0.0721, -0.0645, -0.0444, -0.0429, -0.0746, -0.0988, -0.1181, -0.0813, -0.0979, -0.1387, -0.1141, -0.1011, -0.0769, -0.0786, -0.0778, -0.0855, -0.0862, -0.0931, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2039434390908899432", "ticker_idx": 0, "ts": "2026-04-01T20:07:04+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the $NVO weight loss is higher than $LLY's", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NVO oral Wegovy beats LLY's oral GLP-1 on weight loss at labeled doses, implying NVO gains competitive edge over LLY.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@janthecurious1 @EAlasalmi You’re wrong about literally both sides here.\n\n$LLY 17.2mg approval is tablet formulation which is equivalent to the 36mg capsule studied in trials. \n\n$NVO oral wegovy absolutely *is* approved at 25mg.\n\nAnd yes, the $NVO weight loss is higher than $LLY’s.", "reply_text": null, "parent_text": "@EAlasalmi You’re comparing two non-approved doses across different trials.\n\nNovo’s 25 mg isn’t approved  - just like Lilly’s 36 mg\n\nThe real question is: how do they compare at labeled doses?\nThere’s no head-to-head data on that", "quoted_text": null, "parent_author": "janthecurious1", "ret_m1d": -0.013520822233351604, "ret_signed_m1d": -0.013520822233351604, "alpha_spy_m1d": -0.012621172799919922, "alpha_c_m1d": -0.012621172799919922, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008996494334316818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008382946920725387, "ret_signed_p1d": -0.008382946920725387, "alpha_spy_p1d": -0.013109792004489251, "alpha_c_p1d": -0.013109792004489251, "bench_spy_p1d": 0.004726845083763864, "bench_c_p1d": 0.004726845083763864, "ret_p1w": 0.014602512769384735, "ret_signed_p1w": 0.014602512769384735, "alpha_spy_p1w": -0.0214281577932125, "alpha_c_p1w": -0.0214281577932125, "bench_spy_p1w": 0.03603067056259723, "bench_c_p1w": 0.03603067056259723, "ret_p1m": 0.2003785813720429, "ret_signed_p1m": 0.2003785813720429, "alpha_spy_p1m": 0.10556745550211111, "alpha_c_p1m": 0.10556745550211111, "bench_spy_p1m": 0.09481112586993179, "bench_c_p1m": 0.09481112586993179, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2003785813720429, "alpha_spy_stated": 0.10556745550211111, "alpha_c_stated": 0.10556745550211111, "price_path": [0.3272, 0.3666, 0.4375, 0.4675, 0.4756, 0.4957, 0.5341, 0.5614, 0.5557, 0.5367, 0.49, 0.6259, 0.5828, 0.5474, 0.6233, 0.6241, 0.6689, 0.6405, 0.5737, 0.5476, 0.5502, 0.5372, 0.3121, 0.231, 0.1305, 0.2427, 0.2878, 0.2813, 0.2714, 0.2763, 0.293, 0.2878, 0.2842, 0.2638, 0.2369, 0.0337, 0.0066, -0.0046, -0.0187, -0.0231, -0.015, -0.0437, 0.0043, 0.0191, 0.0064, 0.0377, 0.01, 0.0129, -0.0082, -0.0098, 0.0064, 0.0024, -0.0231, -0.0328, -0.0471, -0.0396, -0.0377, -0.0523, -0.0505, -0.0599, -0.0457, -0.0062, -0.0135, 0.0, -0.0084, -0.0019, 0.017, 0.0124, 0.0146, 0.027, 0.0633, 0.1036, 0.1068, 0.0957, 0.0941, 0.066, 0.0587, 0.0416, 0.1133, 0.1141, 0.1133, 0.0895, 0.1417, 0.1866, 0.2004, 0.2134, 0.2374, 0.2385, 0.2458, 0.2547, 0.271, 0.2731, 0.2385, 0.2098, 0.1974, 0.1974, 0.2188, 0.2004, 0.2158, 0.195, 0.2047, 0.2307, 0.2326, 0.1917, 0.1606, 0.1357, 0.1831, 0.1617, 0.1092, 0.1409, 0.1577, 0.1888, 0.1866, 0.1877, 0.1777, 0.1769, 0.1679, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2050188011132891630", "ticker_idx": 0, "ts": "2026-05-01T12:18:07+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More to come. $NVO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects further upside in NVO.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mr_Derivatives More to come. \n\n$NVO", "reply_text": null, "parent_text": "$NVO Lookin’ spiffy lately…", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.037830442274494946, "ret_signed_m1d": -0.037830442274494946, "alpha_spy_m1d": -0.03506899369640193, "alpha_c_m1d": -0.03506899369640193, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": -0.0027614485780930176, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011622568576092895, "ret_signed_p1d": 0.011622568576092895, "alpha_spy_p1d": 0.015285960722849379, "alpha_c_p1d": 0.015285960722849379, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.0036633921467564834, "ret_p1w": 0.049908809785793595, "ret_signed_p1w": 0.049908809785793595, "alpha_spy_p1w": 0.026360627301432515, "alpha_c_p1w": 0.026360627301432515, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.02354818248436108, "ret_p1m": -0.021877914216084537, "ret_signed_p1m": -0.021877914216084537, "alpha_spy_p1m": -0.07588473610897717, "alpha_c_p1m": -0.07588473610897717, "bench_spy_p1m": 0.05400682189289263, "bench_c_p1m": 0.05400682189289263, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.021877914216084537, "alpha_spy_stated": -0.07588473610897717, "alpha_c_stated": -0.07588473610897717, "price_path": [0.3065, 0.2955, 0.1058, 0.0374, -0.0472, 0.0473, 0.0853, 0.0798, 0.0715, 0.0756, 0.0897, 0.0853, 0.0822, 0.0651, 0.0424, -0.1288, -0.1517, -0.1611, -0.173, -0.1767, -0.1699, -0.1941, -0.1536, -0.1411, -0.1519, -0.1255, -0.1488, -0.1464, -0.1642, -0.1655, -0.1519, -0.1552, -0.1767, -0.1849, -0.197, -0.1906, -0.189, -0.2014, -0.1998, -0.2077, -0.1958, -0.1625, -0.1686, -0.1572, -0.1643, -0.1588, -0.1429, -0.1468, -0.1449, -0.1345, -0.1039, -0.07, -0.0672, -0.0766, -0.0779, -0.1016, -0.1078, -0.1222, -0.0618, -0.0611, -0.0618, -0.0818, -0.0378, 0.0, 0.0116, 0.0226, 0.0428, 0.0438, 0.0499, 0.0574, 0.0711, 0.0729, 0.0438, 0.0196, 0.0091, 0.0091, 0.0271, 0.0116, 0.0246, 0.0071, 0.0153, 0.0371, 0.0387, 0.0043, -0.0219, -0.0428, -0.003, -0.021, -0.0652, -0.0385, -0.0244, 0.0018, 0.0, 0.0009, -0.0075, -0.0082, -0.0157, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2022744618899771839", "ticker_idx": 0, "ts": "2026-02-14T18:47:52+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN 1%*** discontinuation rate is the bear thesis… You'll see.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR; dismisses ISR bear thesis as FUD given <1% discontinuation rate, signals price will vindicate bulls.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN 1%*** discontinuation rate is the bear thesis…\n\nThe ISR brain damage done to y’all by those Lilly legal documents really is wild.  \n\nGood biotech investors know how to dodge biological FUD but apparently legal FUD is a one-shot kill for some. \n\nYou’ll see.", "reply_text": null, "parent_text": null, "quoted_text": "@A_May_MD we know $nktr rezpeg causes potentially severe injection site reactions in 70%+ of patients and has a delayed onset of action in a small % of population - commercial failure coming, most big pharma won’t touch it. \n\nno safety reports to date for $crvs soquelitinib.", "parent_author": null, "ret_m1d": -0.03373066748934317, "ret_signed_m1d": -0.03373066748934317, "alpha_spy_m1d": -0.03211978360408574, "alpha_c_m1d": -0.035636973057469046, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0019063055681258767, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008669728966326562, "ret_signed_p1d": -0.008669728966326562, "alpha_spy_p1d": -0.013707436516903315, "alpha_c_p1d": -0.010576034534452439, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.0019063055681258767, "ret_p1w": -0.07315092858578698, "ret_signed_p1w": -0.07315092858578698, "alpha_spy_p1w": -0.07974093262310578, "alpha_c_p1w": -0.07632816943921994, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.003177240853432961, "ret_p1m": -0.008669728966326562, "ret_signed_p1m": -0.008669728966326562, "alpha_spy_p1m": 0.022698790892240583, "alpha_c_p1m": 0.05633636186494728, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.06500609083127384, "ret_p3m": -0.07301543500312901, "ret_signed_p3m": -0.07301543500312901, "alpha_spy_p3m": -0.1576859972525545, "alpha_c_p3m": -0.002792706855933358, "bench_spy_p3m": 0.08467056224942549, "bench_c_p3m": -0.07022272814719566, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.008669728966326562, "alpha_spy_stated": 0.022698790892240583, "alpha_c_stated": 0.05633636186494728, "price_path": [-0.2692, -0.2322, -0.1929, -0.1985, -0.1825, -0.2535, -0.2647, -0.2056, -0.1825, -0.1101, -0.1166, -0.1722, -0.257, -0.2261, -0.2185, -0.2292, -0.2241, -0.2037, -0.2178, -0.3075, -0.259, -0.278, -0.3341, -0.3846, -0.404, -0.3655, -0.411, -0.3977, -0.4048, -0.3973, -0.4212, -0.4324, -0.4273, -0.4118, -0.3976, -0.4179, -0.4106, -0.4386, -0.4621, -0.4748, -0.5045, -0.5111, -0.521, -0.4896, -0.5092, -0.4999, -0.5051, -0.4973, -0.4963, -0.4848, -0.5135, -0.5228, -0.4943, -0.4836, -0.4736, -0.4901, -0.5242, -0.5014, -0.4978, -0.2414, -0.1012, -0.0382, -0.0337, 0.0, -0.0087, 0.0005, -0.0012, -0.0027, -0.0732, -0.0467, -0.1073, -0.0656, -0.074, -0.0774, -0.0367, -0.0186, -0.0423, -0.0633, -0.0237, -0.0066, -0.0469, -0.0077, -0.0218, 0.0168, -0.0087, 0.0138, -0.0217, 0.007, -0.0116, -0.0236, -0.0386, -0.0699, -0.1161, -0.0253, 0.0256, 0.0429, 0.0122, 0.0328, 0.0171, 0.0546, 0.0499, 0.0898, 0.1008, 0.1273, 0.1378, 0.1496, 0.3594, 0.3297, 0.2625, 0.2363, 0.2419, 0.175, 0.1353, 0.1271, 0.152, 0.1712, 0.1771, 0.1401, 0.1527, 0.1294, 0.1093, 0.0664, 0.0624, 0.0289, 0.0069, -0.0433, -0.073, -0.0845, -0.0587, -0.071, -0.0977, -0.1119, -0.1141, -0.1193, -0.1211, -0.1349, -0.2067, -0.1976, -0.1966, -0.2235, -0.233, -0.2383, -0.2308, -0.1979, -0.1956, -0.1716, -0.1836, -0.1747, -0.1747, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2053964674249478282", "ticker_idx": 0, "ts": "2026-05-11T22:25:13+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wonder how that's gonna look in Q2 when the earnings actually fully reflect the loss of the pirated sema business", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bearish HIMS: Q1 margin collapse happened before compounded sema shutdown fully hit; Q2 will be worse as full impact is reflected.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "BTW $HIMS cultists, the $NVO deal wasn’t struck until March 9th - almost the end of Q1.  And you know all those pirated sema patients didn’t switch to branded overnight.\n\nBasically, this horrible earnings print and margin compression happened WITHOUT major impact from the shutdown of their compounded sema business….which was the entire reason they had decent margins to begin with.\n\nWonder how that’s gonna look in Q2 when the earnings actually fully reflect the loss of the pirated sema business 🤔 🤔 \n\nExpect them to have the grift engine running full blast on the peptide wave!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.16420290012999383, "ret_signed_m1d": -0.16420290012999383, "alpha_spy_m1d": -0.16268564895176785, "alpha_c_m1d": -0.16268564895176785, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.0015172511782259868, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0355573820448164, "ret_signed_p1d": 0.0355573820448164, "alpha_spy_p1d": 0.04115221985942752, "alpha_c_p1d": 0.04115221985942752, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.00559483781461112, "ret_p1w": -0.1034758322627517, "ret_signed_p1w": 0.1034758322627517, "alpha_spy_p1w": 0.0974475296384949, "alpha_c_p1w": 0.0974475296384949, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.006028302624256798, "ret_p1m": 0.15341590280645434, "ret_signed_p1m": -0.15341590280645434, "alpha_spy_p1m": -0.15398482018809478, "alpha_c_p1m": -0.15398482018809478, "bench_spy_p1m": -0.0005689173816404436, "bench_c_p1m": -0.0005689173816404436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3112, -0.3332, -0.3688, -0.3488, -0.35, -0.3672, -0.368, -0.3755, -0.3803, -0.3823, -0.368, -0.3767, -0.4199, -0.3416, -0.368, -0.3428, -0.3656, -0.3712, -0.1147, -0.0623, 0.034, -0.0475, -0.0104, -0.006, -0.002, -0.0751, -0.0348, -0.1203, -0.1027, -0.1474, -0.1674, -0.1666, -0.2257, -0.2497, -0.1706, -0.2074, -0.2353, -0.1878, -0.2209, -0.2253, -0.2109, -0.2237, -0.155, -0.1466, -0.0296, 0.0783, 0.1514, 0.2389, 0.189, 0.159, 0.1247, 0.2209, 0.1742, 0.1151, 0.0519, 0.0855, 0.0951, 0.0895, 0.0519, 0.0739, 0.0248, 0.1294, 0.1642, 0.0, -0.0356, -0.0316, 0.0008, -0.1095, -0.1035, -0.0795, -0.0408, -0.0511, -0.0471, 0.0068, 0.014, 0.0447, 0.1091, 0.0991, 0.0991, 0.1191, 0.0463, 0.0855, 0.1578, 0.1099, 0.1534, 0.0715, 0.2054, 0.2573, 0.2741, 0.4171, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021907984763502606", "ticker_idx": 0, "ts": "2026-02-12T11:23:23+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the stock is now on the march to $100+, which would still yield a much lower valuation relative to similar stage comps", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR to $100+; upsized offering marks a turning point, still cheap vs comps.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Excellent, upsized offering for $NKTR.  The company is turning a new page here and IMO the stock is now on the march to $100+, which would still yield a much lower valuation relative to similar stage comps. \n\nWill share more thoughts in greater detail soon!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06549297923773112, "ret_signed_m1d": -0.06549297923773112, "alpha_spy_m1d": -0.08118425119455985, "alpha_c_m1d": -0.06709555105267972, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.0016025718149486057, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004647913113446256, "ret_signed_p1d": 0.004647913113446256, "alpha_spy_p1d": 0.003943414010327162, "alpha_c_p1d": -0.0060572116100912066, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": 0.010705124723537462, "ret_p1w": 0.038450751506106995, "ret_signed_p1w": 0.038450751506106995, "alpha_spy_p1w": 0.026473095890342968, "alpha_c_p1w": 0.03319429238150984, "bench_spy_p1w": 0.011977655615764027, "bench_c_p1w": 0.005256459124597157, "ret_p1m": 0.017042240626375493, "ret_signed_p1m": 0.017042240626375493, "alpha_spy_p1m": 0.03500867901683913, "alpha_c_p1m": 0.049029444409140366, "bench_spy_p1m": -0.017966438390463635, "bench_c_p1m": -0.03198720378276487, "ret_p3m": 0.04690143424020676, "ret_signed_p3m": 0.04690143424020676, "alpha_spy_p3m": -0.05429668258019116, "alpha_c_p3m": 0.10310144840278912, "bench_spy_p3m": 0.10119811682039792, "bench_c_p3m": -0.05620001416258236, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.017042240626375493, "alpha_spy_stated": 0.03500867901683913, "alpha_c_stated": 0.049029444409140366, "price_path": [-0.1654, -0.1877, -0.2401, -0.2017, -0.1608, -0.1666, -0.15, -0.2238, -0.2355, -0.1741, -0.15, -0.0748, -0.0815, -0.1393, -0.2275, -0.1954, -0.1875, -0.1986, -0.1932, -0.1721, -0.1868, -0.28, -0.2296, -0.2493, -0.3076, -0.3601, -0.3803, -0.3403, -0.3876, -0.3738, -0.3811, -0.3734, -0.3982, -0.4099, -0.4045, -0.3885, -0.3737, -0.3948, -0.3872, -0.4163, -0.4407, -0.4539, -0.4848, -0.4917, -0.502, -0.4693, -0.4897, -0.48, -0.4855, -0.4773, -0.4763, -0.4644, -0.4942, -0.5038, -0.4742, -0.4631, -0.4527, -0.4699, -0.5054, -0.4815, -0.4779, -0.2113, -0.0655, 0.0, 0.0046, 0.0397, 0.0307, 0.0403, 0.0385, 0.0369, -0.0363, -0.0089, -0.0718, -0.0285, -0.0372, -0.0407, 0.0015, 0.0204, -0.0042, -0.0261, 0.0151, 0.0328, -0.009, 0.0317, 0.017, 0.0572, 0.0307, 0.0541, 0.0172, 0.047, 0.0276, 0.0152, -0.0004, -0.033, -0.081, 0.0134, 0.0663, 0.0844, 0.0524, 0.0738, 0.0575, 0.0965, 0.0915, 0.1331, 0.1445, 0.1721, 0.183, 0.1952, 0.4134, 0.3825, 0.3127, 0.2854, 0.2913, 0.2217, 0.1804, 0.1718, 0.1977, 0.2177, 0.2238, 0.1854, 0.1985, 0.1742, 0.1534, 0.1087, 0.1046, 0.0697, 0.0469, -0.0054, -0.0362, -0.0482, -0.0213, -0.0341, -0.0618, -0.0766, -0.0789, -0.0844, -0.0862, -0.1006, -0.1752, -0.1658, -0.1646, -0.1927, -0.2025, -0.208, -0.2003, -0.1661, -0.1637, -0.1387, -0.1511, -0.142, -0.142, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031010919241670663", "ticker_idx": 0, "ts": "2026-03-09T14:15:12+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "moving more stuff to buy $NKTR -10%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NKTR (buying the -10% dip, PFE news is irrelevant to its post-IL4/13 MoA); short APGE above $73 as PFE is a direct competitor in its first-line IL4/13 market.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "I swear I've never seen a market understand a disease/disease landscape worse than atopic derm.\nThe $NKTR and $APGE price actions are absolutely WRONG today, and I'll tell you why.\n\nApparently (?) the market is selling $NKTR today because of $PFE data with their phase 2 IL4/13+TSLP data this morning.  If you asked me before the market opened if I thought this would affect $NKTR at all I would've said \"no\".  In fact, in private conversations before open I did just that.\n\nThe $PFE drug is yet another IL4/13 axis drug, adding in TSLP, which has a checkered past and may or may not actually add to IL4/13 blockade (there is both some reason to believe that the target is not active in AtD at al and/or that it is not additive to IL4/13 since these are all heavily TH2-skewed targets).\n\nThe $PFE drug vies for first line positioning, where IL4/13 is used...\n\n...for the millionth time...THE ENTIRE POINT OF $NKTR'S DRUG IS TO BE USED ***AFTER*** IL4/13 DRUGS.  There is no world in which a patient should fail an IL4/13+TSLP drug and then go onto a plain old IL4/13 drug....This is where a completely differentiated MoA like NKTR's is needed...this is the *ENTIRE* point of the drug...\n\nSo who could the $PFE news actually significantly affect?\n\n$APGE!!!\n\n$APGE is trying to develop long acting IL4/13 drugs to take their share of this first line IL4/13 market...the $PFE news gives them a DIRECT competitor in that market, with $PFE's drug adding an extra MoA that $APGE lacks.\n\n$APGE went with OX40 as their IL4/13 combo partner target, because they observed that TSLP had failed in prior trials and that the TSLP pathway simply overlaps with IL4/13 (meaning it might be a redundant target).\n\n$APGE went with OX40, which as we all now know is potentially dead in AtD due to cancer risks.\n\nSo, $APGE should be down today, right?  Right?!  They now have a direct competitor in $PFE that is vying for space in their same line of therapy/target.  New competitive risk, right?!\n\nWell, $APGE is *GREEN* today, while $NKTR is -10%.\n\nThis. Market. Reaction. Is. Wrong. Period.\n\nThese price actions should be reversed by any sane logic.\n\nIf you want to argue $APGE should be flat/green because the AtD market is so massive that it can handle more drugs, then fine.  But there is absolutely ZERO reason for $NKTR to be -10% while $APGE is green on this \"news\".  $PFE is a DIRECT competitor for $APGE versus an oblique competitor for $NKTR at worst. \n\nI cannot comprehend how it is possible that people STILL do not understand the \"differentiated MoA\" use case of $NKTR's rezpeg.  It is truly hard for me to fathom how a market can be this STUPID and inefficient. \n\nAs far as market inefficiencies go, the AtD space is the gift that keeps on giving.  Absolutely insane. \n\nYet again, moving more stuff to buy $NKTR -10%.  I'd love short more $APGE >$73 too...but alas, capital constraints push more to the better r/r of the two.  There's clearly no competition there AFAIC.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.022414973075354228, "ret_signed_m1d": 0.022414973075354228, "alpha_spy_m1d": 0.031098863261306287, "alpha_c_m1d": 0.03252771127971721, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.010112738204362981, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04222701524963135, "ret_signed_p1d": 0.04222701524963135, "alpha_spy_p1d": 0.04383412114547103, "alpha_c_p1d": 0.0494226460842806, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.007195630834649247, "ret_p1w": 0.04425159061563533, "ret_signed_p1w": 0.04425159061563533, "alpha_spy_p1w": 0.05787449310044812, "alpha_c_p1w": 0.06531991936141923, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.021068328745783904, "ret_p1m": 0.08575560628088374, "ret_signed_p1m": 0.08575560628088374, "alpha_spy_p1m": 0.08636570040762415, "alpha_c_p1m": 0.11152189820635638, "bench_spy_p1m": -0.0006100941267404014, "bench_c_p1m": -0.02576629192547264, "ret_p3m": -0.18120032274048292, "ret_signed_p3m": -0.18120032274048292, "alpha_spy_p3m": -0.2740375788656687, "alpha_c_p3m": -0.17483145396730781, "bench_spy_p3m": 0.09283725612518579, "bench_c_p3m": -0.006368868773175107, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08575560628088374, "alpha_spy_stated": 0.08636570040762415, "alpha_c_stated": 0.11152189820635638, "price_path": [-0.1657, -0.1772, -0.1717, -0.15, -0.165, -0.2607, -0.209, -0.2292, -0.2891, -0.343, -0.3637, -0.3226, -0.3712, -0.357, -0.3646, -0.3566, -0.3821, -0.3941, -0.3886, -0.3721, -0.3569, -0.3786, -0.3708, -0.4007, -0.4257, -0.4393, -0.471, -0.4781, -0.4886, -0.4551, -0.4761, -0.4661, -0.4717, -0.4633, -0.4623, -0.45, -0.4807, -0.4905, -0.4602, -0.4487, -0.438, -0.4557, -0.4921, -0.4677, -0.4639, -0.1902, -0.0405, 0.0268, 0.0315, 0.0675, 0.0583, 0.0681, 0.0662, 0.0646, -0.0106, 0.0176, -0.047, -0.0025, -0.0114, -0.015, 0.0283, 0.0477, 0.0224, 0.0, 0.0422, 0.0604, 0.0175, 0.0593, 0.0443, 0.0855, 0.0583, 0.0823, 0.0444, 0.0751, 0.0551, 0.0424, 0.0263, -0.0071, -0.0564, 0.0405, 0.0949, 0.1134, 0.0805, 0.1025, 0.0858, 0.1258, 0.1208, 0.1634, 0.1751, 0.2035, 0.2146, 0.2272, 0.4512, 0.4195, 0.3478, 0.3197, 0.3258, 0.2544, 0.212, 0.2032, 0.2298, 0.2503, 0.2565, 0.2171, 0.2305, 0.2056, 0.1842, 0.1384, 0.1342, 0.0983, 0.0749, 0.0213, -0.0104, -0.0227, 0.0049, -0.0082, -0.0367, -0.0519, -0.0542, -0.0599, -0.0617, -0.0765, -0.1531, -0.1435, -0.1423, -0.1711, -0.1812, -0.1868, -0.1789, -0.1437, -0.1413, -0.1157, -0.1284, -0.119, -0.119, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031010919241670663", "ticker_idx": 1, "ts": "2026-03-09T14:15:12+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'd love short more $APGE >$73 too...but alas, capital constraints push more to the better r/r of the two", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NKTR (buying the -10% dip, PFE news is irrelevant to its post-IL4/13 MoA); short APGE above $73 as PFE is a direct competitor in its first-line IL4/13 market.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "I swear I've never seen a market understand a disease/disease landscape worse than atopic derm.\nThe $NKTR and $APGE price actions are absolutely WRONG today, and I'll tell you why.\n\nApparently (?) the market is selling $NKTR today because of $PFE data with their phase 2 IL4/13+TSLP data this morning.  If you asked me before the market opened if I thought this would affect $NKTR at all I would've said \"no\".  In fact, in private conversations before open I did just that.\n\nThe $PFE drug is yet another IL4/13 axis drug, adding in TSLP, which has a checkered past and may or may not actually add to IL4/13 blockade (there is both some reason to believe that the target is not active in AtD at al and/or that it is not additive to IL4/13 since these are all heavily TH2-skewed targets).\n\nThe $PFE drug vies for first line positioning, where IL4/13 is used...\n\n...for the millionth time...THE ENTIRE POINT OF $NKTR'S DRUG IS TO BE USED ***AFTER*** IL4/13 DRUGS.  There is no world in which a patient should fail an IL4/13+TSLP drug and then go onto a plain old IL4/13 drug....This is where a completely differentiated MoA like NKTR's is needed...this is the *ENTIRE* point of the drug...\n\nSo who could the $PFE news actually significantly affect?\n\n$APGE!!!\n\n$APGE is trying to develop long acting IL4/13 drugs to take their share of this first line IL4/13 market...the $PFE news gives them a DIRECT competitor in that market, with $PFE's drug adding an extra MoA that $APGE lacks.\n\n$APGE went with OX40 as their IL4/13 combo partner target, because they observed that TSLP had failed in prior trials and that the TSLP pathway simply overlaps with IL4/13 (meaning it might be a redundant target).\n\n$APGE went with OX40, which as we all now know is potentially dead in AtD due to cancer risks.\n\nSo, $APGE should be down today, right?  Right?!  They now have a direct competitor in $PFE that is vying for space in their same line of therapy/target.  New competitive risk, right?!\n\nWell, $APGE is *GREEN* today, while $NKTR is -10%.\n\nThis. Market. Reaction. Is. Wrong. Period.\n\nThese price actions should be reversed by any sane logic.\n\nIf you want to argue $APGE should be flat/green because the AtD market is so massive that it can handle more drugs, then fine.  But there is absolutely ZERO reason for $NKTR to be -10% while $APGE is green on this \"news\".  $PFE is a DIRECT competitor for $APGE versus an oblique competitor for $NKTR at worst. \n\nI cannot comprehend how it is possible that people STILL do not understand the \"differentiated MoA\" use case of $NKTR's rezpeg.  It is truly hard for me to fathom how a market can be this STUPID and inefficient. \n\nAs far as market inefficiencies go, the AtD space is the gift that keeps on giving.  Absolutely insane. \n\nYet again, moving more stuff to buy $NKTR -10%.  I'd love short more $APGE >$73 too...but alas, capital constraints push more to the better r/r of the two.  There's clearly no competition there AFAIC.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025220167174749952, "ret_signed_m1d": 0.025220167174749952, "alpha_spy_m1d": 0.016536276988797893, "alpha_c_m1d": 0.015107428970386971, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.010112738204362981, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00573792755760838, "ret_signed_p1d": -0.00573792755760838, "alpha_spy_p1d": -0.007345033453448058, "alpha_c_p1d": -0.012933558392257627, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.007195630834649247, "ret_p1w": -0.05137451265131532, "ret_signed_p1w": 0.05137451265131532, "alpha_spy_p1w": 0.037751610166502525, "alpha_c_p1w": 0.030306183905531414, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.021068328745783904, "ret_p1m": 0.10915399037478712, "ret_signed_p1m": -0.10915399037478712, "alpha_spy_p1m": -0.10976408450152753, "alpha_c_p1m": -0.13492028230025976, "bench_spy_p1m": -0.0006100941267404014, "bench_c_p1m": -0.02576629192547264, "ret_p3m": 0.10768614133865229, "ret_signed_p3m": -0.10768614133865229, "alpha_spy_p3m": -0.0148488852134665, "alpha_c_p3m": -0.11405501011182739, "bench_spy_p3m": 0.09283725612518579, "bench_c_p3m": -0.006368868773175107, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10915399037478712, "alpha_spy_stated": -0.10976408450152753, "alpha_c_stated": -0.13492028230025976, "price_path": [0.0075, 0.0242, 0.0153, -0.0027, 0.0149, 0.0212, 0.0286, 0.025, -0.0021, 0.0075, 0.0322, 0.048, 0.0408, 0.0315, 0.042, 0.0318, 0.0192, 0.0109, 0.0072, 0.0112, 0.0343, 0.0442, 0.0535, 0.0339, 0.0407, 0.0362, 0.0542, 0.0999, 0.0775, 0.0778, 0.0947, 0.093, 0.0657, -0.0657, -0.0657, -0.0342, -0.0567, -0.0662, -0.1258, -0.1242, -0.0807, -0.1342, -0.1709, -0.1695, -0.1709, -0.126, -0.1218, -0.0751, -0.0955, -0.0707, -0.0623, -0.0802, -0.0874, -0.0671, -0.049, -0.054, -0.0781, -0.0659, -0.0537, -0.0859, -0.0351, -0.0536, -0.0252, 0.0, 0.0057, -0.0035, -0.0191, -0.0406, -0.0514, -0.0679, -0.109, -0.0859, -0.1188, 0.0574, -0.0259, 0.0479, 0.0464, 0.0384, 0.0504, 0.1232, 0.1241, 0.1254, 0.121, 0.1113, 0.1092, 0.1545, 0.1512, 0.1575, 0.1805, 0.1919, 0.2083, 0.2303, 0.2132, 0.2124, 0.21, 0.1781, 0.1424, 0.1539, 0.1392, 0.0946, 0.1061, 0.0775, 0.1149, 0.1114, 0.1281, 0.0917, 0.108, 0.1289, 0.1066, 0.1201, 0.1197, 0.0827, 0.0508, 0.0444, 0.0861, 0.0999, 0.083, 0.105, 0.0375, 0.0384, 0.0961, 0.0582, 0.0503, 0.1234, 0.213, 0.1599, 0.1077, 0.1342, 0.1038, 0.1943, 0.1787, 0.1501, 0.1374, 0.18, 0.206, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2050366295070081486", "ticker_idx": 0, "ts": "2026-05-02T00:06:33+00:00", "symbol": "Novo Nordisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "The market still has not adjusted to that reality", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish on oral Wegovy expectations; $4B peak vs $30B Foundayo peak thesis means market overestimates oral Wegovy, implying downside for Novo Nordisk.", "resolved_tickers": ["NVO"], "resolution_method": "exchange_ticker", "resolution_reason": "Novo Nordisk ADR on NYSE: NVO; GLP-1 context matches", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@plainyogurt21 @investinguab @lfholt @CloisterRes That’s part of the bull thesis - the other part is expectations.  $30B peak for Foundayo vs $4B peak for oral Wegovy.  \n\nIt will not play out that way.  The market still has not adjusted to that reality.", "reply_text": null, "parent_text": "@investinguab @lfholt @A_May_MD @CloisterRes (this is just OOP) and the WEgovy TOTAL ramp looks like this rn. https://t.co/VQK17TZmr8", "quoted_text": null, "parent_author": "plainyogurt21", "ret_m1d": -0.011489036461940882, "ret_signed_m1d": 0.011489036461940882, "alpha_spy_m1d": 0.015165898395830713, "alpha_c_m1d": 0.015165898395830713, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00367686193388983, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010813236062991782, "ret_signed_p1d": -0.010813236062991782, "alpha_spy_p1d": -0.002791007339049356, "alpha_c_p1d": -0.002791007339049356, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008022228723942426, "ret_p1w": 0.04528051732073668, "ret_signed_p1w": -0.04528051732073668, "alpha_spy_p1w": -0.015629122490126823, "alpha_c_p1w": -0.015629122490126823, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.029651394830609856, "ret_p1m": -0.0538409421606294, "ret_signed_p1m": 0.0538409421606294, "alpha_spy_p1m": 0.10429984892678656, "alpha_c_p1m": 0.10429984892678656, "bench_spy_p1m": 0.05045890676615716, "bench_c_p1m": 0.05045890676615716, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0538409421606294, "alpha_spy_stated": 0.10429984892678656, "alpha_c_stated": 0.10429984892678656, "price_path": [0.2806, 0.0931, 0.0255, -0.0582, 0.0352, 0.0728, 0.0674, 0.0592, 0.0633, 0.0772, 0.0728, 0.0698, 0.0528, 0.0305, -0.1388, -0.1614, -0.1708, -0.1825, -0.1862, -0.1795, -0.2034, -0.1634, -0.151, -0.1616, -0.1356, -0.1586, -0.1562, -0.1738, -0.1751, -0.1616, -0.1649, -0.1862, -0.1942, -0.2062, -0.1999, -0.1984, -0.2105, -0.209, -0.2168, -0.205, -0.1721, -0.1782, -0.1669, -0.1739, -0.1685, -0.1527, -0.1566, -0.1548, -0.1444, -0.1142, -0.0806, -0.0779, -0.0872, -0.0885, -0.112, -0.118, -0.1322, -0.0725, -0.0719, -0.0725, -0.0924, -0.0489, -0.0115, 0.0, 0.0108, 0.0309, 0.0318, 0.0378, 0.0453, 0.0588, 0.0606, 0.0318, 0.0079, -0.0025, -0.0025, 0.0153, 0.0, 0.0128, -0.0045, 0.0036, 0.0252, 0.0268, -0.0072, -0.0331, -0.0538, -0.0144, -0.0322, -0.0759, -0.0496, -0.0356, -0.0097, -0.0115, -0.0106, -0.0189, -0.0196, -0.027, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2064530205486526636", "ticker_idx": 0, "ts": "2026-06-10T02:08:52+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The sun coming up in the morning each day is bad news for Nektar", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Decisively bearish on NKTR — every day is bad news for Nektar.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MashReez @PickingMyOwn @Getoutofmyway1 The sun coming up in the morning each day is bad news for Nektar", "reply_text": null, "parent_text": "@PickingMyOwn @Getoutofmyway1 @A_May_MD So is this bad news for NKTR ?", "quoted_text": null, "parent_author": "MashReez", "ret_m1d": -0.009686496105757003, "ret_signed_m1d": 0.009686496105757003, "alpha_spy_m1d": 0.025704592920374747, "alpha_c_m1d": 0.02093936592597978, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.011252869820222777, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.042796765717117324, "ret_signed_p1d": -0.042796765717117324, "alpha_spy_p1d": -0.02579991783036939, "alpha_c_p1d": -0.03468430130847855, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.008112464408638775, "ret_p1w": 0.07291298835247528, "ret_signed_p1w": -0.07291298835247528, "alpha_spy_p1w": -0.05150497020234934, "alpha_c_p1w": -0.08691363803644814, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": -0.014000649683972854, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2915, 0.2392, 0.2901, 0.2718, 0.3219, 0.2888, 0.3181, 0.2719, 0.3093, 0.285, 0.2695, 0.2499, 0.2092, 0.1492, 0.2672, 0.3334, 0.3559, 0.316, 0.3427, 0.3223, 0.3711, 0.3649, 0.4169, 0.4311, 0.4657, 0.4792, 0.4945, 0.7673, 0.7288, 0.6414, 0.6073, 0.6147, 0.5277, 0.476, 0.4653, 0.4977, 0.5227, 0.5303, 0.4822, 0.4986, 0.4683, 0.4422, 0.3864, 0.3813, 0.3376, 0.3091, 0.2437, 0.2052, 0.1902, 0.2238, 0.2078, 0.1731, 0.1546, 0.1518, 0.1449, 0.1427, 0.1247, 0.0313, 0.0431, 0.0446, 0.0095, -0.0028, -0.0097, 0.0, 0.0428, 0.0458, 0.077, 0.0615, 0.0729, 0.0729, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2039337894276395348", "ticker_idx": 0, "ts": "2026-04-01T13:43:37+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "On the day that $LLY orforglipron gets approved, $NVO will trade down", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NVO will trade down on the day LLY's orforglipron gets approved.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "On the day that $LLY orforglipron gets approved, $NVO will trade down:\n\n---\n\nYou’ve only got until close to submit your votes now $NVO $LLY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007401328430694409, "ret_signed_m1d": -0.007401328430694409, "alpha_spy_m1d": -0.014879475803849851, "alpha_c_m1d": -0.014879475803849851, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.0074781473731554415, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013706140522866672, "ret_signed_p1d": -0.013706140522866672, "alpha_spy_p1d": -0.01280568099152779, "alpha_c_p1d": -0.01280568099152779, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.0009004595313388819, "ret_p1w": 0.026315764707210976, "ret_signed_p1w": -0.026315764707210976, "alpha_spy_p1w": 0.01133450099465727, "alpha_c_p1w": 0.01133450099465727, "bench_spy_p1w": 0.037650265701868246, "bench_c_p1w": 0.037650265701868246, "ret_p1m": 0.20285092156624707, "ret_signed_p1m": -0.20285092156624707, "alpha_spy_p1m": -0.10302486845725234, "alpha_c_p1m": -0.10302486845725234, "bench_spy_p1m": 0.09982605310899473, "bench_c_p1m": 0.09982605310899473, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20285092156624707, "alpha_spy_stated": -0.10302486845725234, "alpha_c_stated": -0.10302486845725234, "price_path": [0.3544, 0.3454, 0.3853, 0.4572, 0.4877, 0.4959, 0.5162, 0.5551, 0.5828, 0.577, 0.5577, 0.5104, 0.6482, 0.6045, 0.5686, 0.6455, 0.6463, 0.6918, 0.663, 0.5953, 0.5688, 0.5715, 0.5583, 0.3301, 0.2478, 0.146, 0.2597, 0.3055, 0.2989, 0.2888, 0.2938, 0.3108, 0.3055, 0.3018, 0.2811, 0.2539, 0.0479, 0.0204, 0.009, -0.0052, -0.0097, -0.0015, -0.0306, 0.018, 0.0331, 0.0202, 0.0519, 0.0239, 0.0268, 0.0053, 0.0038, 0.0202, 0.0162, -0.0097, -0.0195, -0.0341, -0.0264, -0.0245, -0.0393, -0.0375, -0.047, -0.0326, 0.0074, 0.0, 0.0137, 0.0052, 0.0118, 0.031, 0.0263, 0.0285, 0.0411, 0.0779, 0.1187, 0.122, 0.1107, 0.1091, 0.0806, 0.0732, 0.0559, 0.1286, 0.1294, 0.1286, 0.1044, 0.1573, 0.2029, 0.2168, 0.23, 0.2544, 0.2555, 0.2629, 0.2719, 0.2884, 0.2906, 0.2555, 0.2264, 0.2138, 0.2138, 0.2355, 0.2168, 0.2325, 0.2113, 0.2212, 0.2475, 0.2495, 0.2081, 0.1765, 0.1513, 0.1993, 0.1776, 0.1245, 0.1565, 0.1735, 0.205, 0.2029, 0.2039, 0.1938, 0.193, 0.1839, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2055293614591193550", "ticker_idx": 0, "ts": "2026-05-15T14:25:57+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is literally a bear case for $NTLA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: pharma filing shows continued ODT demand, undermining Intellia's thesis; bullish PHVS as the real beneficiary.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "This is literally a bear case for $NTLA.  It shows the pharma companies believe there’s still massive demand for ODT treatment (which is the polar opposite of what $NTLA offers and actually something intellia’s drug is *supposed* to obviate).  \n\nThis filing is bullish for $PHVS if anything, which is red today.   Clearly just trading dynamics for Intellia.", "reply_text": null, "parent_text": "@A_May_MD https://t.co/xGwhc3DSfr", "quoted_text": null, "parent_author": "BiotechAnalysst", "ret_m1d": -0.042428670114777134, "ret_signed_m1d": 0.042428670114777134, "alpha_spy_m1d": 0.054604480884844264, "alpha_c_m1d": 0.0529731133603919, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.010544443245614765, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07168986762554075, "ret_signed_p1d": 0.07168986762554075, "alpha_spy_p1d": 0.07098635830780897, "alpha_c_p1d": 0.07596274902531952, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": 0.004272881399778772, "ret_p1w": -0.07827356904553173, "ret_signed_p1w": 0.07827356904553173, "alpha_spy_p1w": 0.08702662237365721, "alpha_c_p1w": 0.11128523744419183, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.0330116683986601, "ret_p1m": 0.06437455080684185, "ret_signed_p1m": -0.06437455080684185, "alpha_spy_p1m": -0.04927650240361259, "alpha_c_p1m": -0.01034287604386841, "bench_spy_p1m": 0.015098048403229258, "bench_c_p1m": 0.054031674762973436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06437455080684185, "alpha_spy_stated": -0.04927650240361259, "alpha_c_stated": -0.01034287604386841, "price_path": [-0.1317, -0.1061, -0.0871, -0.0461, -0.0753, -0.0373, -0.0066, -0.0183, 0.0446, 0.008, 0.1295, -0.0048, 0.011, -0.038, -0.0168, 0.0161, -0.0146, -0.0483, -0.06, -0.0666, -0.0212, -0.0139, -0.0337, -0.038, -0.0607, -0.041, -0.0629, -0.03, -0.0315, -0.0951, -0.1478, -0.0622, -0.0293, -0.0395, -0.0271, -0.0088, 0.0146, 0.0117, -0.0132, 0.0432, 0.0812, 0.0929, 0.0358, 0.0936, 0.1127, 0.12, 0.2121, 0.1609, -0.0029, -0.0461, -0.0344, -0.0896, -0.0139, -0.03, 0.0146, -0.0263, 0.0132, 0.0029, 0.0307, 0.0549, 0.0234, 0.0446, -0.0424, 0.0, -0.0717, -0.1266, -0.1031, -0.0951, -0.0783, -0.0775, -0.0168, 0.0007, 0.0293, 0.0044, -0.0395, -0.0475, 0.079, -0.0095, -0.0132, -0.0571, -0.1075, -0.0966, -0.1141, 0.0914, 0.0644, 0.1119, 0.1463, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2055293614591193550", "ticker_idx": 1, "ts": "2026-05-15T14:25:57+00:00", "symbol": "PHVS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This filing is bullish for $PHVS if anything", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: pharma filing shows continued ODT demand, undermining Intellia's thesis; bullish PHVS as the real beneficiary.", "resolved_tickers": ["PHVS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "This is literally a bear case for $NTLA.  It shows the pharma companies believe there’s still massive demand for ODT treatment (which is the polar opposite of what $NTLA offers and actually something intellia’s drug is *supposed* to obviate).  \n\nThis filing is bullish for $PHVS if anything, which is red today.   Clearly just trading dynamics for Intellia.", "reply_text": null, "parent_text": "@A_May_MD https://t.co/xGwhc3DSfr", "quoted_text": null, "parent_author": "BiotechAnalysst", "ret_m1d": 0.009868458821503223, "ret_signed_m1d": 0.009868458821503223, "alpha_spy_m1d": -0.002307351948563907, "alpha_c_m1d": -0.000675984424111542, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.010544443245614765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052302637254597495, "ret_signed_p1d": -0.052302637254597495, "alpha_spy_p1d": -0.05159912793686572, "alpha_c_p1d": -0.05657551865437627, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": 0.004272881399778772, "ret_p1w": -0.023684188236489878, "ret_signed_p1w": -0.023684188236489878, "alpha_spy_p1w": -0.03243724156461536, "alpha_c_p1w": -0.05669585663514998, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.0330116683986601, "ret_p1m": 0.03486840392248758, "ret_signed_p1m": 0.03486840392248758, "alpha_spy_p1m": 0.01977035551925832, "alpha_c_p1m": -0.019163270840485858, "bench_spy_p1m": 0.015098048403229258, "bench_c_p1m": 0.054031674762973436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03486840392248758, "alpha_spy_stated": 0.01977035551925832, "alpha_c_stated": -0.019163270840485858, "price_path": [-0.1299, -0.1247, -0.1115, -0.0789, -0.0757, -0.0901, -0.0806, -0.0911, -0.0789, -0.0661, -0.0789, -0.1192, -0.1184, -0.15, -0.1477, -0.128, -0.1484, -0.0977, -0.1322, -0.1638, -0.1141, -0.1145, -0.1391, -0.1405, -0.1447, -0.1546, -0.1664, -0.1398, -0.099, -0.1003, -0.1023, -0.0707, -0.0312, -0.0605, -0.0668, -0.0842, -0.0934, -0.1095, -0.124, -0.0829, -0.0566, -0.0414, -0.0533, -0.0599, -0.047, -0.0411, -0.0118, -0.1023, -0.0582, -0.0556, -0.0717, -0.0187, 0.0201, -0.0316, -0.0125, -0.0125, -0.0095, -0.0237, -0.0102, -0.0148, 0.028, 0.0836, 0.0099, 0.0, -0.0523, -0.0477, -0.0312, 0.0046, -0.0237, -0.0171, -0.0306, -0.0178, -0.0079, -0.0428, -0.0467, -0.0086, 0.0405, 0.0227, 0.0391, 0.0395, 0.0365, 0.0592, 0.0105, 0.0375, 0.0349, 0.099, 0.099, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049446023416750263", "ticker_idx": 0, "ts": "2026-04-29T11:09:43+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They're going to have to fire up the ATM to keep diluting, or they're going to have to take on debt. Not pretty.", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish NTLA: raised only $150M of ~$500M needed, ~20-week runway, forced dilution or debt ahead.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$NTLA raised not even 1/3 of the amount of cash they need to have a reasonable runway at launch.  Only $150M of about $500M needed given their ~$100M/Q net burn.\n\nThey had to give an almost 20% discount to close just to raise that tiny chunk of cash from investors! 🤮 \n\nThat’s less than 20 weeks of burn… They’re going to have to fire up the ATM to keep diluting, or they’re going to have to take on debt.  \n\nNot pretty.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06066694519525906, "ret_signed_m1d": -0.06066694519525906, "alpha_spy_m1d": -0.060512411993452364, "alpha_c_m1d": -0.05366610491496049, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00700084028029857, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08316591987081834, "ret_signed_p1d": -0.08316591987081834, "alpha_spy_p1d": -0.0732162863432535, "alpha_c_p1d": -0.061113208893270876, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.022052710977547463, "ret_p1w": 0.11289680362385512, "ret_signed_p1w": -0.11289680362385512, "alpha_spy_p1w": -0.08162838186017973, "alpha_c_p1w": -0.09497466959818612, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.017922134025669, "ret_p1m": 0.13057453112480388, "ret_signed_p1m": -0.13057453112480388, "alpha_spy_p1m": -0.06747553760290104, "alpha_c_p1m": -0.08415892588263407, "bench_spy_p1m": 0.06309899352190285, "bench_c_p1m": 0.04641560524216981, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13057453112480388, "alpha_spy_stated": -0.06747553760290104, "alpha_c_stated": -0.08415892588263407, "price_path": [0.1105, 0.1169, 0.0566, 0.0494, 0.0486, -0.0068, -0.1089, -0.0133, 0.0036, -0.043, -0.0358, -0.0663, -0.0462, -0.0181, 0.0028, 0.0478, 0.0157, 0.0575, 0.0912, 0.0783, 0.1474, 0.1073, 0.2407, 0.0932, 0.1105, 0.0566, 0.08, 0.1161, 0.0824, 0.0454, 0.0325, 0.0253, 0.0751, 0.0832, 0.0615, 0.0566, 0.0317, 0.0534, 0.0293, 0.0655, 0.0639, -0.006, -0.0639, 0.0301, 0.0663, 0.055, 0.0687, 0.0888, 0.1145, 0.1113, 0.084, 0.1458, 0.1876, 0.2005, 0.1378, 0.2013, 0.2222, 0.2302, 0.3315, 0.2752, 0.0952, 0.0478, 0.0607, 0.0, 0.0832, 0.0655, 0.1145, 0.0695, 0.1129, 0.1016, 0.1322, 0.1587, 0.1241, 0.1474, 0.0518, 0.0984, 0.0197, -0.0406, -0.0149, -0.006, 0.0125, 0.0133, 0.08, 0.0992, 0.1306, 0.1033, 0.055, 0.0462, 0.1852, 0.088, 0.084, 0.0358, -0.0197, -0.0076, -0.0269, 0.1989, 0.1691, 0.2214, 0.2591, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020956648550842371", "ticker_idx": 0, "ts": "2026-02-09T20:23:07+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS knows they are screwed... Rack up as much $$$ as they can before regulators finally turn the lights off. This company is VILE.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: discount campaign seen as desperate cash-grab before regulators shut down GLP-1 production; company is cornered.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "Omg… $HIMS knows they are screwed.\n\nSo what do they do?  Try to get as many patients locked into a *long term* GLP-1 treatment plan as possible in order to: \n\n1) Use these patients as living, breathing leverage to prevent an court injunction to stop GLP-1 production by saying “BUT LOOK HOW MANY PEOPLE ARE USING OUR DRUG YOU CAN’T MAKE US STOP!”  \n\n2) Rack up as much $$$ as they can before regulators finally turn the lights off.\n\nSeriously…they couldn’t even wait a single day to launch the biggest sale ever (***but only if you lock in the long term deal!***)?  How much more transparent can you be? \n\nThis company is VILE.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $HIMS IS NOW OFFERING 20% OFF ON ORDERS OF $500+\n\nPromo *includes* GLP-1s, which brings price to $159/mo - the lowest we've seen in a while, maybe ever \n\nHims just kicked off this text message campaign with GLP-1 photo: https://t.co/AB1CQOXqzR", "parent_author": null, "ret_m1d": 0.19089501027531042, "ret_signed_m1d": -0.19089501027531042, "alpha_spy_m1d": -0.1956936875023504, "alpha_c_m1d": -0.1956936875023504, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1081220983361072, "ret_signed_p1d": 0.1081220983361072, "alpha_spy_p1d": 0.10548495237792577, "alpha_c_p1d": 0.10548495237792577, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.1583031287128791, "ret_signed_p1w": 0.1583031287128791, "alpha_spy_p1w": 0.1423076558502826, "alpha_c_p1w": 0.1423076558502826, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": 0.3388514879934228, "ret_signed_p1m": -0.3388514879934228, "alpha_spy_p1m": -0.36424236253999065, "alpha_c_p1m": -0.36424236253999065, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": 0.5075012677010686, "ret_signed_p3m": -0.5075012677010686, "alpha_spy_p3m": -0.43924131982504333, "alpha_c_p3m": -0.43924131982504333, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3388514879934228, "alpha_spy_stated": -0.36424236253999065, "alpha_c_stated": -0.36424236253999065, "price_path": [1.148, 1.1226, 1.1236, 1.0564, 1.0186, 0.865, 0.9131, 0.8407, 0.8758, 0.8536, 0.7393, 0.7957, 0.9545, 0.9188, 0.9865, 1.0569, 0.9405, 0.8784, 0.9177, 1.0704, 1.0279, 1.0238, 1.06, 0.9596, 0.954, 0.925, 0.8753, 0.9069, 0.8091, 0.7988, 0.8396, 0.8132, 0.8003, 0.7936, 0.775, 0.7641, 0.7093, 0.6798, 0.7284, 0.7957, 0.8345, 0.8345, 0.7522, 0.6394, 0.673, 0.6658, 0.6203, 0.6156, 0.6234, 0.5763, 0.4946, 0.5789, 0.5323, 0.5665, 0.5354, 0.4832, 0.5453, 0.4014, 0.3678, 0.3213, 0.2623, 0.2147, 0.1909, 0.0, -0.1081, -0.1366, -0.1826, -0.1568, -0.1583, -0.1805, -0.1816, -0.1914, -0.1976, -0.2002, -0.1816, -0.193, -0.2488, -0.1474, -0.1816, -0.149, -0.1785, -0.1857, 0.1464, 0.2142, 0.3389, 0.2333, 0.2814, 0.2871, 0.2923, 0.1976, 0.2499, 0.1392, 0.1619, 0.104, 0.0781, 0.0792, 0.0026, -0.0285, 0.074, 0.0264, -0.0098, 0.0517, 0.0088, 0.0031, 0.0217, 0.0052, 0.0942, 0.105, 0.2566, 0.3963, 0.4909, 0.6042, 0.5396, 0.5008, 0.4563, 0.581, 0.5204, 0.4439, 0.3621, 0.4056, 0.418, 0.4108, 0.3621, 0.3906, 0.327, 0.4625, 0.5075, 0.2949, 0.2488, 0.254, 0.2959, 0.1531, 0.1609, 0.1919, 0.2421, 0.2287, 0.2338, 0.3037, 0.313, 0.3528, 0.4361, 0.4232, 0.4232, 0.449, 0.3549, 0.4056, 0.4992, 0.4371, 0.4935, 0.3875, 0.5608, 0.628, 0.6498, 0.835, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2020975190277296561", "ticker_idx": 0, "ts": "2026-02-09T21:36:47+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Catastrophic for $HIMS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: DOJ interview signals full GLP-1 operation is targeted, not just oral, which author calls catastrophic for the stock.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Fresh CNBC interview with head of DOJ on $HIMS.\n\nPlease watch this if you still think that they’re only coming for the oral.  This makes it very clear they’re going after the whole GLP-1 operation. \n\nCatastrophic for $HIMS. https://t.co/57dc3L1O3A\n\n---\n\nPlain as day for me: \n\n“What we’re really talking about here is protecting the intellectual investments of companies that focus on cures for the American people in comparison to companies that knock off cures and knock off solutions at the last minute, undercutting those investments from legitimate companies.”", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1212297088361467, "ret_signed_m1d": -0.1212297088361467, "alpha_spy_m1d": -0.11858558995053303, "alpha_c_m1d": -0.11858558995053303, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0026441188856136666, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03190250837369213, "ret_signed_p1d": 0.03190250837369213, "alpha_spy_p1d": 0.03167138623002763, "alpha_c_p1d": 0.03167138623002763, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": -0.08120647547082138, "ret_signed_p1w": 0.08120647547082138, "alpha_spy_p1w": 0.07278306183133465, "alpha_c_p1w": 0.07278306183133465, "bench_spy_p1w": -0.008423413639486732, "bench_c_p1w": -0.008423413639486732, "ret_p1m": 0.38283065365966995, "ret_signed_p1m": -0.38283065365966995, "alpha_spy_p1m": -0.4204830838997019, "alpha_c_p1m": -0.4204830838997019, "bench_spy_p1m": -0.03765243024003195, "bench_c_p1m": -0.03765243024003195, "ret_p3m": 0.4518562075956509, "ret_signed_p3m": -0.4518562075956509, "alpha_spy_p3m": -0.3823942957624986, "alpha_c_p3m": -0.3823942957624986, "bench_spy_p3m": 0.06946191183315231, "bench_c_p3m": 0.06946191183315231, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.38283065365966995, "alpha_spy_stated": -0.4204830838997019, "alpha_c_stated": -0.4204830838997019, "price_path": [1.3799, 1.3811, 1.3057, 1.2633, 1.0911, 1.145, 1.0638, 1.1032, 1.0783, 0.9501, 1.0133, 1.1914, 1.1514, 1.2274, 1.3063, 1.1758, 1.1061, 1.1502, 1.3213, 1.2738, 1.2691, 1.3097, 1.1972, 1.1908, 1.1584, 1.1027, 1.1381, 1.0284, 1.0168, 1.0626, 1.0331, 1.0186, 1.011, 0.9901, 0.978, 0.9165, 0.8834, 0.9379, 1.0133, 1.0568, 1.0568, 0.9646, 0.8382, 0.8759, 0.8677, 0.8167, 0.8115, 0.8202, 0.7674, 0.6758, 0.7703, 0.7181, 0.7564, 0.7216, 0.663, 0.7326, 0.5713, 0.5336, 0.4814, 0.4153, 0.3619, 0.3353, 0.1212, 0.0, -0.0319, -0.0835, -0.0545, -0.0563, -0.0812, -0.0824, -0.0934, -0.1003, -0.1032, -0.0824, -0.0951, -0.1578, -0.0441, -0.0824, -0.0458, -0.0789, -0.087, 0.2854, 0.3614, 0.5012, 0.3828, 0.4368, 0.4432, 0.449, 0.3428, 0.4014, 0.2773, 0.3028, 0.2378, 0.2088, 0.21, 0.1241, 0.0893, 0.2042, 0.1508, 0.1102, 0.1792, 0.1311, 0.1247, 0.1456, 0.127, 0.2268, 0.239, 0.4089, 0.5655, 0.6717, 0.7987, 0.7262, 0.6827, 0.6328, 0.7726, 0.7048, 0.6189, 0.5273, 0.576, 0.5899, 0.5818, 0.5273, 0.5592, 0.4878, 0.6398, 0.6903, 0.4519, 0.4002, 0.406, 0.453, 0.2929, 0.3016, 0.3364, 0.3927, 0.3776, 0.3834, 0.4617, 0.4722, 0.5168, 0.6102, 0.5957, 0.5957, 0.6247, 0.5191, 0.576, 0.681, 0.6114, 0.6746, 0.5557, 0.75, 0.8254, 0.8498, 1.0574, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036754245123281257", "ticker_idx": 0, "ts": "2026-03-25T10:37:07+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "But Novo has no pipeline…? 🤷🏻‍♂️", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sarcastically rejects 'no pipeline' narrative on NVO; UBT251 shows superior A1c reduction vs LLY's triple G at shorter duration, implying NVO pipeline is stronger than perceived.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVO triple G drug at 2.16 A1c reduction at only week 24 vs a lower 1.9 A1c reduction at a longer 40 weeks for the max dose of the $LLY triple G.  But Novo has no pipeline…?\n\n🤷🏻‍♂️ https://t.co/CFcnGZGMqt", "reply_text": null, "parent_text": null, "quoted_text": "AL Sydbank on $NVO ’s new UBT251 data:\n\n“Remarkably strong” blood sugar results in Phase 2\n\n• HbA1c reduction up to 2.16% after 24 weeks\n\n• ~10% weight loss in type 2 diabetes patients\n\nEarlier obesity data showed up to ~19.7% weight loss\n\nUBT251 is a triple agonist (GLP-1,", "parent_author": null, "ret_m1d": 0.015414124378222649, "ret_signed_m1d": 0.015414124378222649, "alpha_spy_m1d": 0.020955929867967682, "alpha_c_m1d": 0.020955929867967682, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.005541805489745033, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0019267927603274781, "ret_signed_p1d": 0.0019267927603274781, "alpha_spy_p1d": 0.019785522743671513, "alpha_c_p1d": 0.019785522743671513, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.017858729983344035, "ret_p1w": 0.04095498645933082, "ret_signed_p1w": 0.04095498645933082, "alpha_spy_p1w": 0.04336049748322324, "alpha_c_p1w": 0.04336049748322324, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.002405511023892415, "ret_p1m": 0.17478386579656036, "ret_signed_p1m": 0.17478386579656036, "alpha_spy_p1m": 0.08781933189832625, "alpha_c_p1m": 0.08781933189832625, "bench_spy_p1m": 0.08696453389823411, "bench_c_p1m": 0.08696453389823411, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17478386579656036, "alpha_spy_stated": 0.08781933189832625, "alpha_c_stated": 0.08781933189832625, "price_path": [0.324, 0.4206, 0.4467, 0.4423, 0.4167, 0.4099, 0.4005, 0.4421, 0.5169, 0.5486, 0.5571, 0.5783, 0.6188, 0.6477, 0.6416, 0.6215, 0.5723, 0.7157, 0.6702, 0.6328, 0.7129, 0.7137, 0.7611, 0.7311, 0.6606, 0.6331, 0.6358, 0.6221, 0.3845, 0.2989, 0.193, 0.3113, 0.3589, 0.3521, 0.3416, 0.3468, 0.3644, 0.3589, 0.3551, 0.3336, 0.3053, 0.0908, 0.0622, 0.0504, 0.0355, 0.0308, 0.0394, 0.0091, 0.0597, 0.0754, 0.0619, 0.095, 0.0658, 0.0688, 0.0465, 0.0449, 0.0619, 0.0578, 0.0308, 0.0206, 0.0055, 0.0135, 0.0154, 0.0, 0.0019, -0.008, 0.007, 0.0487, 0.041, 0.0552, 0.0464, 0.0532, 0.0732, 0.0683, 0.0706, 0.0838, 0.122, 0.1645, 0.1679, 0.1562, 0.1545, 0.1248, 0.1171, 0.0992, 0.1748, 0.1756, 0.1748, 0.1497, 0.2047, 0.2521, 0.2667, 0.2804, 0.3058, 0.3069, 0.3146, 0.324, 0.3411, 0.3434, 0.3069, 0.2767, 0.2635, 0.2635, 0.2861, 0.2667, 0.2829, 0.261, 0.2712, 0.2986, 0.3006, 0.2575, 0.2247, 0.1985, 0.2484, 0.2259, 0.1705, 0.2039, 0.2216, 0.2544, 0.2521, 0.2533, 0.2427, 0.2418, 0.2324, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036622830654157277", "ticker_idx": 0, "ts": "2026-03-25T01:54:56+00:00", "symbol": "IBRX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IBRX be up more than this tomorrow", "tweet_type": "prediction", "timeline": "days", "summary": "IBRX will rise more than TERN's 13% takeover premium tomorrow.", "resolved_tickers": ["IBRX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@threadanddoc $TERN longs watching $IBRX be up more than this tomorrow https://t.co/jePRdSxWRD", "reply_text": null, "parent_text": "$TERN take over, 13% premium on yesterday close https://t.co/bwNgMjd2zO", "quoted_text": null, "parent_author": "threadanddoc", "ret_m1d": -0.0811647779108694, "ret_signed_m1d": -0.0811647779108694, "alpha_spy_m1d": -0.07562297242112437, "alpha_c_m1d": -0.0712494869332646, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.009915290977604796, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08550180997229029, "ret_signed_p1d": -0.08550180997229029, "alpha_spy_p1d": -0.06764307998894625, "alpha_c_p1d": -0.08208277290159371, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.0034190370706965734, "ret_p1w": -0.11524161877417272, "ret_signed_p1w": -0.11524161877417272, "alpha_spy_p1w": -0.1128361077502803, "alpha_c_p1w": -0.12543028246678078, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": 0.010188663692608069, "ret_p1m": -0.07806687254372724, "ret_signed_p1m": -0.07806687254372724, "alpha_spy_p1m": -0.16503140644196135, "alpha_c_p1m": -0.06398035216624332, "bench_spy_p1m": 0.08696453389823411, "bench_c_p1m": -0.014086520377483924, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.11524161877417272, "alpha_spy_stated": -0.1128361077502803, "alpha_c_stated": -0.12543028246678078, "price_path": [-0.7187, -0.7398, -0.7348, -0.7348, -0.7472, -0.7546, -0.7546, -0.7497, -0.7423, -0.7348, -0.7274, -0.7224, -0.7113, -0.6791, -0.6506, -0.6258, -0.5105, -0.316, -0.197, -0.1425, -0.0905, -0.2007, -0.2305, -0.2627, -0.2379, -0.2677, -0.2255, -0.2404, -0.2156, -0.2714, -0.3011, -0.2503, -0.1413, -0.1871, -0.1896, -0.1797, -0.2633, -0.254, 0.0582, 0.0669, 0.0781, 0.2181, 0.4312, 0.1822, 0.1834, 0.2119, 0.2937, 0.2392, 0.1152, 0.1103, 0.0743, 0.0471, -0.0074, 0.0248, -0.031, 0.0397, 0.0173, 0.0173, 0.0607, 0.0929, 0.0496, 0.1648, -0.0812, 0.0, -0.0855, -0.0855, -0.1747, -0.0496, -0.1152, -0.0954, -0.1227, -0.1499, -0.1351, -0.0731, -0.0979, -0.0954, -0.0582, -0.0359, -0.1016, -0.0458, 0.0161, 0.0037, 0.0, 0.0149, -0.0781, -0.0967, -0.1375, -0.1375, -0.1202, -0.119, -0.0793, -0.0607, 0.0384, -0.0384, 0.0545, 0.005, 0.0062, 0.0099, 0.0099, -0.0124, -0.0087, -0.0384, -0.0025, -0.0409, -0.1053, -0.0186, -0.0223, -0.0434, -0.0682, -0.1029, -0.1041, -0.1103, -0.0967, -0.1425, -0.1115, -0.1016, -0.1351, -0.1078, -0.1202, -0.1165, -0.1673, -0.1338, -0.088, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2024935020058620094", "ticker_idx": 0, "ts": "2026-02-20T19:51:44+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "at this valuation, that doesn't need to matter", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: even without 1L adoption upside, current valuation already makes it attractive.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@WalterA09213626 Nothing would prevent 1L prescriptions.  I’m just given IL4/13 credit for being entrenched, which they are.  I wouldn’t bet too much on 1L adoption, but at this valuation, that doesn’t need to matter.", "reply_text": null, "parent_text": "@A_May_MD 1. What would prevent $NKTR being prescribed as a 1L treatment  if it maintains the current efficacy &amp; safety profile in P3?  It could gain market share in 1L &amp; still be the only option for 2L. Am I missing something?\n2. Is your timeline based on 1 or 2 P3 studies? FDA reforms", "quoted_text": null, "parent_author": "WalterA09213626", "ret_m1d": 0.0017631526854628987, "ret_signed_m1d": 0.0017631526854628987, "alpha_spy_m1d": 0.008943166838298433, "alpha_c_m1d": -0.0010425353666165815, "bench_spy_m1d": -0.007180014152835534, "bench_c_m1d": 0.0028056880520794802, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0014919382251895597, "ret_signed_p1d": -0.0014919382251895597, "alpha_spy_p1d": 0.008719427813576708, "alpha_c_p1d": -0.012459885459456532, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": 0.010967947234266973, "ret_p1w": -0.06442424771100064, "ret_signed_p1w": -0.06442424771100064, "alpha_spy_p1w": -0.05943453214632588, "alpha_c_p1w": -0.08597754391328305, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": 0.021553296202282413, "ret_p1m": 0.008273334506767815, "ret_signed_p1m": 0.008273334506767815, "alpha_spy_p1m": 0.055065890980381726, "alpha_c_p1m": 0.08131794814162818, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.07304461363486037, "ret_p3m": -0.06984946821373772, "ret_signed_p3m": -0.06984946821373772, "alpha_spy_p3m": -0.1500871988258795, "alpha_c_p3m": -0.018446765854573943, "bench_spy_p3m": 0.08023773061214179, "bench_c_p3m": -0.05140270235916378, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008273334506767815, "alpha_spy_stated": 0.055065890980381726, "alpha_c_stated": 0.08131794814162818, "price_path": [-0.1975, -0.1815, -0.2525, -0.2638, -0.2047, -0.1815, -0.109, -0.1156, -0.1712, -0.2561, -0.2251, -0.2176, -0.2283, -0.2231, -0.2028, -0.2169, -0.3067, -0.2581, -0.2771, -0.3332, -0.3838, -0.4032, -0.3647, -0.4103, -0.397, -0.404, -0.3966, -0.4205, -0.4317, -0.4266, -0.4111, -0.3969, -0.4172, -0.4099, -0.4379, -0.4614, -0.4742, -0.5039, -0.5105, -0.5204, -0.4889, -0.5086, -0.4993, -0.5045, -0.4967, -0.4957, -0.4842, -0.513, -0.5222, -0.4937, -0.483, -0.4729, -0.4895, -0.5237, -0.5007, -0.4972, -0.2405, -0.1001, -0.037, -0.0326, 0.0012, -0.0075, 0.0018, 0.0, -0.0015, -0.072, -0.0456, -0.1062, -0.0644, -0.0728, -0.0762, -0.0355, -0.0174, -0.0411, -0.0621, -0.0225, -0.0054, -0.0457, -0.0065, -0.0206, 0.018, -0.0075, 0.0151, -0.0205, 0.0083, -0.0104, -0.0224, -0.0374, -0.0688, -0.115, -0.0241, 0.0269, 0.0442, 0.0134, 0.034, 0.0183, 0.0559, 0.0511, 0.0911, 0.1021, 0.1287, 0.1392, 0.151, 0.361, 0.3313, 0.2641, 0.2378, 0.2435, 0.1765, 0.1367, 0.1284, 0.1534, 0.1727, 0.1785, 0.1415, 0.1541, 0.1307, 0.1107, 0.0677, 0.0637, 0.0301, 0.0081, -0.0422, -0.0719, -0.0834, -0.0575, -0.0698, -0.0966, -0.1108, -0.113, -0.1183, -0.12, -0.1339, -0.2058, -0.1967, -0.1956, -0.2226, -0.2321, -0.2374, -0.2299, -0.1969, -0.1946, -0.1706, -0.1826, -0.1737, -0.1737, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2020298479776469183", "ticker_idx": 0, "ts": "2026-02-08T00:47:47+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I went/stayed long novo because if the mass compounding finally gets cracked down on it would be hugely positive for novo", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long NVO (held position) and bullish LLY on crackdown on mass compounding acting as a major tailwind for both legitimate GLP-1 drugs.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I went/stayed long novo because if the mass compounding finally gets cracked down on it would be hugely positive for novo (and for Lilly, which would also benefit because some “compounding” patients would choose their legitimate drugs over novo’s legitimate drugs).\n\nIt would be a very big tailwind IMO.", "reply_text": null, "parent_text": "@A_May_MD Adam, how do you feel this will affect real companies such as $NVO in the near to medium future?", "quoted_text": null, "parent_author": "Ilyajunior1", "ret_m1d": -0.03504151209453421, "ret_signed_m1d": -0.03504151209453421, "alpha_spy_m1d": -0.03024283486749424, "alpha_c_m1d": -0.03024283486749424, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005063763432686441, "ret_signed_p1d": -0.005063763432686441, "alpha_spy_p1d": -0.0024266174745050106, "alpha_c_p1d": -0.0024266174745050106, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": 0.015995472862596505, "alpha_c_p1w": 0.015995472862596505, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": -0.21348989077628, "ret_signed_p1m": -0.21348989077628, "alpha_spy_p1m": -0.18809901622971215, "alpha_c_p1m": -0.18809901622971215, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": -0.02568936574434566, "ret_signed_p3m": -0.02568936574434566, "alpha_spy_p3m": -0.09394931362037096, "alpha_c_p3m": -0.09394931362037096, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21348989077628, "alpha_spy_stated": -0.18809901622971215, "alpha_c_stated": -0.18809901622971215, "price_path": [-0.0579, -0.0747, -0.0695, -0.0045, 0.018, -0.0043, -0.0225, -0.0184, -0.0369, -0.0075, -0.0359, -0.0352, -0.0891, -0.0468, -0.0134, -0.0004, -0.019, -0.0393, -0.0365, -0.028, -0.0306, -0.0527, -0.061, -0.0065, 0.0186, 0.0164, 0.0203, -0.0083, -0.0324, -0.0356, -0.0259, -0.0257, 0.0454, 0.0646, 0.0614, 0.0425, 0.0375, 0.0306, 0.0612, 0.1163, 0.1396, 0.1458, 0.1614, 0.1912, 0.2125, 0.208, 0.1932, 0.157, 0.2625, 0.2291, 0.2015, 0.2605, 0.2611, 0.2959, 0.2739, 0.222, 0.2017, 0.2038, 0.1936, 0.0188, -0.0442, -0.1221, -0.035, 0.0, -0.0051, -0.0128, -0.0089, 0.0041, 0.0, -0.0028, -0.0186, -0.0395, -0.1973, -0.2184, -0.2271, -0.238, -0.2414, -0.2352, -0.2574, -0.2202, -0.2086, -0.2186, -0.1942, -0.2157, -0.2135, -0.2299, -0.2311, -0.2186, -0.2216, -0.2414, -0.2489, -0.2601, -0.2542, -0.2528, -0.2641, -0.2627, -0.27, -0.259, -0.2283, -0.234, -0.2235, -0.23, -0.225, -0.2103, -0.2138, -0.2122, -0.2025, -0.1744, -0.1431, -0.1405, -0.1492, -0.1504, -0.1723, -0.1779, -0.1912, -0.1355, -0.1349, -0.1355, -0.154, -0.1135, -0.0786, -0.0679, -0.0578, -0.0391, -0.0383, -0.0326, -0.0257, -0.0131, -0.0114, -0.0383, -0.0605, -0.0702, -0.0702, -0.0536, -0.0679, -0.0559, -0.0721, -0.0645, -0.0444, -0.0429, -0.0746, -0.0988, -0.1181, -0.0813, -0.0979, -0.1387, -0.1141, -0.1011, -0.0769, -0.0786, -0.0778, -0.0855, -0.0862, -0.0931, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2020298479776469183", "ticker_idx": 1, "ts": "2026-02-08T00:47:47+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "for Lilly, which would also benefit because some \"compounding\" patients would choose their legitimate drugs over novo's legitimate drugs", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long NVO (held position) and bullish LLY on crackdown on mass compounding acting as a major tailwind for both legitimate GLP-1 drugs.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I went/stayed long novo because if the mass compounding finally gets cracked down on it would be hugely positive for novo (and for Lilly, which would also benefit because some “compounding” patients would choose their legitimate drugs over novo’s legitimate drugs).\n\nIt would be a very big tailwind IMO.", "reply_text": null, "parent_text": "@A_May_MD Adam, how do you feel this will affect real companies such as $NVO in the near to medium future?", "quoted_text": null, "parent_author": "Ilyajunior1", "ret_m1d": 0.012932356039603743, "ret_signed_m1d": 0.012932356039603743, "alpha_spy_m1d": 0.017731033266643714, "alpha_c_m1d": 0.017731033266643714, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018828888983989267, "ret_signed_p1d": -0.018828888983989267, "alpha_spy_p1d": -0.016191743025807837, "alpha_c_p1d": -0.016191743025807837, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.006596087815739171, "ret_signed_p1w": -0.006596087815739171, "alpha_spy_p1w": 0.009399385046857334, "alpha_c_p1w": 0.009399385046857334, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": -0.04131565325105713, "ret_signed_p1m": -0.04131565325105713, "alpha_spy_p1m": -0.015924778704489273, "alpha_c_p1m": -0.015924778704489273, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": -0.07281350264597408, "ret_signed_p3m": -0.07281350264597408, "alpha_spy_p3m": -0.14107345052199938, "alpha_c_p3m": -0.14107345052199938, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04131565325105713, "alpha_spy_stated": -0.015924778704489273, "alpha_c_stated": -0.015924778704489273, "price_path": [-0.104, -0.1165, -0.0761, -0.055, -0.0272, -0.0223, -0.0186, -0.022, -0.014, 0.0047, -0.0013, 0.0144, 0.0244, 0.0625, 0.0571, 0.0295, 0.0127, 0.0014, -0.0106, -0.0289, -0.0329, -0.0451, -0.0598, -0.0488, -0.0338, -0.0164, 0.0168, 0.0092, -0.0028, 0.0117, 0.0256, 0.0304, 0.0258, 0.0309, 0.0317, 0.0326, 0.0336, 0.0287, 0.0342, -0.003, 0.0185, 0.0607, 0.0388, 0.0181, 0.0348, 0.0311, 0.0274, -0.0112, -0.006, -0.0032, 0.0324, 0.0409, 0.0188, 0.0173, -0.0049, -0.02, -0.0197, -0.0072, -0.0005, -0.0394, 0.0598, -0.0228, 0.0129, 0.0, -0.0188, -0.0282, -0.0061, -0.0028, -0.0066, -0.0214, -0.0189, -0.032, 0.015, -0.0007, -0.0135, -0.02, 0.0087, -0.0239, -0.0338, -0.0377, -0.0572, -0.0504, -0.0331, -0.0399, -0.0413, -0.063, -0.0555, -0.0516, -0.1079, -0.1197, -0.1203, -0.1306, -0.1269, -0.1342, -0.1214, -0.1399, -0.1579, -0.1499, -0.1181, -0.0848, -0.1029, -0.1111, -0.1072, -0.0859, -0.0841, -0.0992, -0.1087, -0.1155, -0.1322, -0.1332, -0.1111, -0.118, -0.1342, -0.1165, -0.1201, -0.1524, -0.1675, -0.162, -0.1838, -0.1039, -0.0763, -0.0719, -0.0518, -0.0536, -0.0652, -0.0906, -0.0728, -0.0509, -0.0261, -0.0347, -0.0348, -0.051, -0.0189, -0.0214, 0.0005, 0.0229, 0.0227, 0.0401, 0.0823, 0.0613, 0.0394, 0.0221, 0.0362, 0.0808, 0.0867, 0.1037, 0.0995, 0.0915, 0.1151, 0.0882, 0.0847, 0.0781, 0.0681, 0.0552, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019887981205578122", "ticker_idx": 0, "ts": "2026-02-06T21:36:37+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This could end up being much worse for them than simply being told not to launch the pill they announced yesterday - it could threaten their entire (STOLEN) GLP1 business.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: DOJ referral + regulatory crackdown could threaten entire GLP-1 business, not just the new pill.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "Coincidence that $HIMS has suddenly taken down all ads touting “the same active ingredient as Wegovy”?  \n\n$HIMS may have finally called enough attention to their bullshit antics to get regulators to finally crack down on them.  \n\nThis could end up being much worse for them than simply being told not to launch the pill they announced yesterday - it could threaten their entire (STOLEN) GLP1 business.\n\nOwn goal of epic proportions.", "reply_text": null, "parent_text": null, "quoted_text": "Based on a review of the applicable facts, earlier today @HHSOGC referred Hims &amp; Hers Health, Inc. (“Hims”) to the Department of Justice for investigation for potential violations by Hims of the Federal Food, Drug, and Cosmetic Act and applicable Title 18 provisions.", "parent_author": null, "ret_m1d": 0.19089501027531042, "ret_signed_m1d": -0.19089501027531042, "alpha_spy_m1d": -0.1956936875023504, "alpha_c_m1d": -0.1956936875023504, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1081220983361072, "ret_signed_p1d": 0.1081220983361072, "alpha_spy_p1d": 0.10548495237792577, "alpha_c_p1d": 0.10548495237792577, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.1583031287128791, "ret_signed_p1w": 0.1583031287128791, "alpha_spy_p1w": 0.1423076558502826, "alpha_c_p1w": 0.1423076558502826, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": 0.3388514879934228, "ret_signed_p1m": -0.3388514879934228, "alpha_spy_p1m": -0.36424236253999065, "alpha_c_p1m": -0.36424236253999065, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": 0.5075012677010686, "ret_signed_p3m": -0.5075012677010686, "alpha_spy_p3m": -0.43924131982504333, "alpha_c_p3m": -0.43924131982504333, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3388514879934228, "alpha_spy_stated": -0.36424236253999065, "alpha_c_stated": -0.36424236253999065, "price_path": [1.148, 1.1226, 1.1236, 1.0564, 1.0186, 0.865, 0.9131, 0.8407, 0.8758, 0.8536, 0.7393, 0.7957, 0.9545, 0.9188, 0.9865, 1.0569, 0.9405, 0.8784, 0.9177, 1.0704, 1.0279, 1.0238, 1.06, 0.9596, 0.954, 0.925, 0.8753, 0.9069, 0.8091, 0.7988, 0.8396, 0.8132, 0.8003, 0.7936, 0.775, 0.7641, 0.7093, 0.6798, 0.7284, 0.7957, 0.8345, 0.8345, 0.7522, 0.6394, 0.673, 0.6658, 0.6203, 0.6156, 0.6234, 0.5763, 0.4946, 0.5789, 0.5323, 0.5665, 0.5354, 0.4832, 0.5453, 0.4014, 0.3678, 0.3213, 0.2623, 0.2147, 0.1909, 0.0, -0.1081, -0.1366, -0.1826, -0.1568, -0.1583, -0.1805, -0.1816, -0.1914, -0.1976, -0.2002, -0.1816, -0.193, -0.2488, -0.1474, -0.1816, -0.149, -0.1785, -0.1857, 0.1464, 0.2142, 0.3389, 0.2333, 0.2814, 0.2871, 0.2923, 0.1976, 0.2499, 0.1392, 0.1619, 0.104, 0.0781, 0.0792, 0.0026, -0.0285, 0.074, 0.0264, -0.0098, 0.0517, 0.0088, 0.0031, 0.0217, 0.0052, 0.0942, 0.105, 0.2566, 0.3963, 0.4909, 0.6042, 0.5396, 0.5008, 0.4563, 0.581, 0.5204, 0.4439, 0.3621, 0.4056, 0.418, 0.4108, 0.3621, 0.3906, 0.327, 0.4625, 0.5075, 0.2949, 0.2488, 0.254, 0.2959, 0.1531, 0.1609, 0.1919, 0.2421, 0.2287, 0.2338, 0.3037, 0.313, 0.3528, 0.4361, 0.4232, 0.4232, 0.449, 0.3549, 0.4056, 0.4992, 0.4371, 0.4935, 0.3875, 0.5608, 0.628, 0.6498, 0.835, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2028488732760777081", "ticker_idx": 0, "ts": "2026-03-02T15:12:56+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am buying the Novo dip... owning a drug company at 5 year lows that is also in the middle of the literal fastest drug launch of all time...does seem a bit asymmetric", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Buying NVO dip at 5-year lows amid record-fast oral Wegovy launch; calls it asymmetric and calls the bottom.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NVO is in the midst of the fastest drug launch of all time with oral Wegovy over the last 2 months.  Not the fastest for $NVO.  The fastest for any drug company ever.\n\nYet, during that same time period, their stock has (*checks notes*)...experienced its sharpest decline ever...EVER!\n\nA fascinating case study is developing here over pricing in investor expectations and the extremes to which sentiment can swing.\n\nNot only has $NVO had its worst stock crash *ever* (down >40% since late January) right in the middle of the fastest drug launch of all time...\n\n...$NVO has now round tripped its entire obesity run...as if the whole obesity craze never even happened!\n\nThe stock was in the $40s on the day that injectable Wegovy launched back in 2021, now 5 years later it struggles to maintain the mid $30s.  If you go back 10 years from today, the stock is up only ~30% over the last decade, getting absolutely trounced by any index you want to put it up against.\n\nAll of that with the society-altering obesity craze in between.\n\nComing back to the recent move, it's been bizarre to see investors' negative reaction to the cagrisema vs tirzepatide study reading out negative for cagrisema when...anyone who even remotely analyzed existing cagrisema data had to have known that study never had a *CHANCE* at hitting.  The fact that the markets could be *that* inefficient by pricing in so much value for that cagrisema study is almost too much of a stretch for me to believe...\n\nInvestors have focused on the cargisema study not meeting (apparently somehow still very bullish???) expectations while largely ignoring the oral Wegovy launch that has been breaking every expectation that they had previously set for it...Negative sentiment begets negative sentiment, sometimes directly in the face of objective reality. \n\nLike I've mentioned, pharma isn't really my specialty, but this will be an interesting case study for me to continue to learn from.  It'll probably be a good one for the pharma industry at large down the road given how extreme the changes in sentiment have been. \n\nIn the meantime, I am buying the Novo dip, though my pharma trades tend to be very short term largely because I use margin to conduct them.  \n\nSo, will the nonstop $NVO stock crash reverse soon?  IDK, but owning a drug company at 5 year lows that is also in the middle of the literal fastest drug launch of all time...does seem a bit asymmetric 😅\n\n---\n\nOh and the company is actively running a buyback program that is authorized to buy like 10% of the company 😅 \n\n$NVO\n\n---\n\n(Yes, I'm calling the bottom today, just for style points 😅)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008209671763940496, "ret_signed_m1d": -0.008209671763940496, "alpha_spy_m1d": -0.007641382467589386, "alpha_c_m1d": -0.007641382467589386, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.0005682892963511099, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02913135349146434, "ret_signed_p1d": -0.02913135349146434, "alpha_spy_p1d": -0.02031701397110519, "alpha_c_p1d": -0.02031701397110519, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.008814339520359149, "ret_p1w": 0.053495821067717, "ret_signed_p1w": 0.053495821067717, "alpha_spy_p1w": 0.06531144681528966, "alpha_c_p1w": 0.06531144681528966, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.011815625747572667, "ret_p1m": 0.008946027657908528, "ret_signed_p1m": 0.008946027657908528, "alpha_spy_p1m": 0.05886582171852106, "alpha_c_p1m": 0.05886582171852106, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.04991979406061253, "ret_p3m": 0.20991159540076576, "ret_signed_p3m": 0.20991159540076576, "alpha_spy_p3m": 0.10176230722400814, "alpha_c_p3m": 0.10176230722400814, "bench_spy_p3m": 0.10814928817675762, "bench_c_p3m": 0.10814928817675762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008946027657908528, "alpha_spy_stated": 0.05886582171852106, "alpha_c_stated": 0.05886582171852106, "price_path": [0.29, 0.3069, 0.2826, 0.2561, 0.2598, 0.2709, 0.2675, 0.2386, 0.2278, 0.299, 0.3318, 0.3289, 0.334, 0.2966, 0.2651, 0.2609, 0.2736, 0.2738, 0.3668, 0.3919, 0.3877, 0.3631, 0.3565, 0.3475, 0.3874, 0.4595, 0.4899, 0.4981, 0.5185, 0.5575, 0.5853, 0.5794, 0.5601, 0.5127, 0.6507, 0.607, 0.571, 0.648, 0.6488, 0.6944, 0.6655, 0.5977, 0.5712, 0.5739, 0.5606, 0.3321, 0.2497, 0.1478, 0.2617, 0.3075, 0.3008, 0.2908, 0.2958, 0.3128, 0.3075, 0.3038, 0.2831, 0.2558, 0.0495, 0.022, 0.0106, -0.0037, -0.0082, 0.0, -0.0291, 0.0196, 0.0347, 0.0217, 0.0535, 0.0254, 0.0283, 0.0069, 0.0053, 0.0217, 0.0177, -0.0082, -0.018, -0.0326, -0.0249, -0.023, -0.0379, -0.036, -0.0456, -0.0311, 0.0089, 0.0015, 0.0153, 0.0067, 0.0133, 0.0326, 0.0279, 0.0301, 0.0427, 0.0795, 0.1204, 0.1237, 0.1124, 0.1108, 0.0822, 0.0748, 0.0575, 0.1303, 0.1311, 0.1303, 0.1061, 0.1591, 0.2047, 0.2187, 0.2319, 0.2563, 0.2574, 0.2648, 0.2739, 0.2904, 0.2925, 0.2574, 0.2283, 0.2157, 0.2157, 0.2374, 0.2187, 0.2343, 0.2132, 0.2231, 0.2494, 0.2514, 0.2099, 0.1783, 0.1531, 0.2011, 0.1794, 0.1262, 0.1583, 0.1753, 0.2069, 0.2047, 0.2058, 0.1956, 0.1948, 0.1858, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2032190229256237307", "ticker_idx": 0, "ts": "2026-03-12T20:21:21+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "First line treatment for AA. You'll see.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish NKTR; expects AA maintenance data presentation + first-line approval catalyst imminent.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$NKTR AA existing data to be presented as late breaking oral at AAD.\n\nThen entering a quiet period for AA maintenance on April 1st.  Meaning ➡️ AA maintenance coming very soon.\n\nFirst line treatment for AA.  You’ll see.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.039453916582231185, "ret_signed_m1d": -0.039453916582231185, "alpha_spy_m1d": -0.045146271838341745, "alpha_c_m1d": -0.041924139401443794, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.0024702228192126086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01419796471709689, "ret_signed_p1d": -0.01419796471709689, "alpha_spy_p1d": -0.02437482972755345, "alpha_c_p1d": -0.022342744527674263, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.008144779810577374, "ret_p1w": -0.014061416782209846, "ret_signed_p1w": -0.014061416782209846, "alpha_spy_p1w": 0.003980109496466988, "alpha_c_p1w": 0.01571351369866225, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.029774930480872097, "ret_p1m": 0.10935156499973342, "ret_signed_p1m": 0.10935156499973342, "alpha_spy_p1m": 0.0579139490571734, "alpha_c_p1m": 0.11167582475629523, "bench_spy_p1m": 0.05143761594256002, "bench_c_p1m": -0.0023242597565618084, "ret_p3m": -0.18935152125439958, "ret_signed_p3m": -0.18935152125439958, "alpha_spy_p3m": -0.31238786900087423, "alpha_c_p3m": -0.2204104561679664, "bench_spy_p3m": 0.12303634774647465, "bench_c_p3m": 0.031058934913566816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10935156499973342, "alpha_spy_stated": 0.0579139490571734, "alpha_c_stated": 0.11167582475629523, "price_path": [-0.2117, -0.3021, -0.2532, -0.2724, -0.3289, -0.3798, -0.3993, -0.3605, -0.4064, -0.393, -0.4001, -0.3926, -0.4167, -0.428, -0.4228, -0.4072, -0.3929, -0.4134, -0.406, -0.4343, -0.4579, -0.4707, -0.5006, -0.5073, -0.5173, -0.4856, -0.5054, -0.496, -0.5013, -0.4934, -0.4924, -0.4808, -0.5098, -0.519, -0.4904, -0.4796, -0.4695, -0.4861, -0.5205, -0.4975, -0.4939, -0.2355, -0.0942, -0.0307, -0.0262, 0.0078, -0.001, 0.0083, 0.0066, 0.0051, -0.0659, -0.0393, -0.1003, -0.0583, -0.0668, -0.0702, -0.0292, -0.0109, -0.0348, -0.056, -0.0161, 0.0011, -0.0395, 0.0, -0.0142, 0.0247, -0.001, 0.0217, -0.0141, 0.0149, -0.004, -0.016, -0.0311, -0.0627, -0.1092, -0.0177, 0.0336, 0.0511, 0.0201, 0.0408, 0.025, 0.0628, 0.058, 0.0983, 0.1094, 0.1361, 0.1466, 0.1585, 0.37, 0.3401, 0.2724, 0.2459, 0.2516, 0.1842, 0.1442, 0.1358, 0.161, 0.1803, 0.1862, 0.1489, 0.1616, 0.1382, 0.118, 0.0747, 0.0707, 0.0369, 0.0147, -0.0359, -0.0658, -0.0774, -0.0513, -0.0638, -0.0906, -0.105, -0.1072, -0.1125, -0.1143, -0.1282, -0.2005, -0.1914, -0.1903, -0.2175, -0.227, -0.2324, -0.2248, -0.1917, -0.1894, -0.1652, -0.1772, -0.1683, -0.1683, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2017281123332895221", "ticker_idx": 0, "ts": "2026-01-30T16:57:53+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still plenty more to go. #Short $APGE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Remains short APGE after covering some shares on the dip; still expects further downside after AMGN confirmed target not worth taking to market.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@PikaCapital Covered a few thousand shares on this 10% dip this morning to $62s $63s.  Still plenty more to go.\n\n$AMGN confirming this morning that the target is simply not worth taking to market.\n\n#Short $APGE\n\n---\n\n@PikaCapital Added them back, $66.60", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06823387383513735, "ret_signed_m1d": -0.06823387383513735, "alpha_spy_m1d": -0.06524237897000784, "alpha_c_m1d": -0.07417930372775994, "bench_spy_m1d": 0.002991494865129507, "bench_c_m1d": -0.005945429892622589, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0018317068123119284, "ret_signed_p1d": -0.0018317068123119284, "alpha_spy_p1d": 0.003139693712902236, "alpha_c_p1d": 0.004307593641709628, "bench_spy_p1d": 0.004971400525214165, "bench_c_p1d": 0.006139300454021557, "ret_p1w": -0.049916048712127736, "ret_signed_p1w": 0.049916048712127736, "alpha_spy_p1w": 0.04796513934149349, "alpha_c_p1w": 0.06910953133437459, "bench_spy_p1w": -0.0019509093706342462, "bench_c_p1w": 0.01919348262224685, "ret_p1m": 0.04564185263727705, "ret_signed_p1m": -0.04564185263727705, "alpha_spy_p1m": -0.06246324746520804, "alpha_c_p1m": -0.03271688450512178, "bench_spy_p1m": -0.01682139482793099, "bench_c_p1m": 0.012924968132155268, "ret_p3m": 0.23263619854686302, "ret_signed_p3m": -0.23263619854686302, "alpha_spy_p3m": -0.18834503146394743, "alpha_c_p3m": -0.2906900351541797, "bench_spy_p3m": 0.04429116708291558, "bench_c_p3m": -0.05805383660731667, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04564185263727705, "alpha_spy_stated": -0.06246324746520804, "alpha_c_stated": -0.03271688450512178, "price_path": [-0.1497, -0.1446, -0.1362, -0.1704, -0.1772, -0.1536, -0.1605, -0.1649, -0.1334, -0.0391, -0.0368, -0.0388, -0.0002, -0.0104, -0.0244, -0.0256, -0.0327, 0.0114, 0.0357, 0.0826, 0.0745, 0.0986, 0.0527, 0.0553, 0.138, 0.1525, 0.1716, 0.1615, 0.1409, 0.161, 0.1682, 0.1766, 0.1725, 0.1415, 0.1525, 0.1807, 0.1989, 0.1907, 0.18, 0.192, 0.1803, 0.1659, 0.1565, 0.1522, 0.1568, 0.1832, 0.1945, 0.2052, 0.1827, 0.1905, 0.1853, 0.2059, 0.2583, 0.2326, 0.2329, 0.2523, 0.2503, 0.2191, 0.0688, 0.0688, 0.1049, 0.0791, 0.0682, 0.0, 0.0018, 0.0516, -0.0096, -0.0516, -0.0499, -0.0516, -0.0002, 0.0046, 0.058, 0.0347, 0.063, 0.0727, 0.0522, 0.044, 0.0672, 0.0879, 0.0821, 0.0546, 0.0685, 0.0825, 0.0456, 0.1038, 0.0826, 0.1151, 0.1439, 0.1505, 0.14, 0.1221, 0.0975, 0.0852, 0.0662, 0.0192, 0.0456, 0.0081, 0.2096, 0.1143, 0.1987, 0.1971, 0.1879, 0.2016, 0.2848, 0.2859, 0.2874, 0.2824, 0.2713, 0.2688, 0.3207, 0.3169, 0.3241, 0.3505, 0.3635, 0.3822, 0.4074, 0.3879, 0.387, 0.3842, 0.3477, 0.3068, 0.32, 0.3032, 0.2522, 0.2653, 0.2326, 0.2754, 0.2714, 0.2905, 0.2488, 0.2674, 0.2914, 0.2659, 0.2813, 0.2809, 0.2386, 0.2021, 0.1948, 0.2424, 0.2583, 0.2389, 0.2641, 0.1868, 0.1879, 0.2539, 0.2105, 0.2015, 0.2851, 0.3876, 0.3268, 0.2671, 0.2975, 0.2627, 0.3662, 0.3483, 0.3157, 0.3012, 0.3499, 0.3796, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055283549545107967", "ticker_idx": 0, "ts": "2026-05-15T13:45:58+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll go out on a limb and predict deep red by EOD", "tweet_type": "prediction", "timeline": "intraday", "summary": "Predicts NTLA ends deep red by EOD after early short squeeze; XBI also fading -2%.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Looks like someone blew out of a big $NTLA short at open.  Tough month for many L/S managers.  Stock was roughly +8% on nearly 2M shares in the first 15 minutes.\n\nFading now, and $XBI -2%.  I’ll go out on a limb and predict deep red by EOD 🫡", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.042428670114777134, "ret_signed_m1d": 0.042428670114777134, "alpha_spy_m1d": 0.054604480884844264, "alpha_c_m1d": 0.0529731133603919, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.010544443245614765, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07168986762554075, "ret_signed_p1d": 0.07168986762554075, "alpha_spy_p1d": 0.07098635830780897, "alpha_c_p1d": 0.07596274902531952, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": 0.004272881399778772, "ret_p1w": -0.07827356904553173, "ret_signed_p1w": 0.07827356904553173, "alpha_spy_p1w": 0.08702662237365721, "alpha_c_p1w": 0.11128523744419183, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.0330116683986601, "ret_p1m": 0.06437455080684185, "ret_signed_p1m": -0.06437455080684185, "alpha_spy_p1m": -0.04927650240361259, "alpha_c_p1m": -0.01034287604386841, "bench_spy_p1m": 0.015098048403229258, "bench_c_p1m": 0.054031674762973436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.07168986762554075, "alpha_spy_stated": 0.07098635830780897, "alpha_c_stated": 0.07596274902531952, "price_path": [-0.1317, -0.1061, -0.0871, -0.0461, -0.0753, -0.0373, -0.0066, -0.0183, 0.0446, 0.008, 0.1295, -0.0048, 0.011, -0.038, -0.0168, 0.0161, -0.0146, -0.0483, -0.06, -0.0666, -0.0212, -0.0139, -0.0337, -0.038, -0.0607, -0.041, -0.0629, -0.03, -0.0315, -0.0951, -0.1478, -0.0622, -0.0293, -0.0395, -0.0271, -0.0088, 0.0146, 0.0117, -0.0132, 0.0432, 0.0812, 0.0929, 0.0358, 0.0936, 0.1127, 0.12, 0.2121, 0.1609, -0.0029, -0.0461, -0.0344, -0.0896, -0.0139, -0.03, 0.0146, -0.0263, 0.0132, 0.0029, 0.0307, 0.0549, 0.0234, 0.0446, -0.0424, 0.0, -0.0717, -0.1266, -0.1031, -0.0951, -0.0783, -0.0775, -0.0168, 0.0007, 0.0293, 0.0044, -0.0395, -0.0475, 0.079, -0.0095, -0.0132, -0.0571, -0.1075, -0.0966, -0.1141, 0.0914, 0.0644, 0.1119, 0.1463, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2061607206684860682", "ticker_idx": 0, "ts": "2026-06-02T00:33:55+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market simply did not calculate this during the after hours before reaction instinctually to an irrelevant Vs placebo comp, hence the ultimately irrational knee-jerk reaction", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: cancer rate below FDA black-box-warning threshold; post-hours selloff was irrational overreaction to irrelevant comparator.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "That may be true, but again \"vs placebo\" rates are not relevant for this type of AE.  It's Vs background rates and Vs FDA precedent.\n\n$ABVX \"cancer rate\" is very clearly *LOWER* than the FDA precedent for \"no black box warning\".  The market simply did not calculate this during the after hours before reaction instinctually to an irrelevant Vs placebo comp, hence the ultimately irrational knee-jerk reaction.", "reply_text": null, "parent_text": "@A_May_MD If the placebo group dropped out much sooner that would imply that there was less chance of detecting cancer in that group. https://t.co/l62930ecx4", "quoted_text": null, "parent_author": "dcblocher", "ret_m1d": 0.7888276198814654, "ret_signed_m1d": 0.7888276198814654, "alpha_spy_m1d": 0.7901837181788947, "alpha_c_m1d": 0.7789915372213498, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": 0.009836082660115597, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24344829690867464, "ret_signed_p1d": 0.24344829690867464, "alpha_spy_p1d": 0.2504654792291745, "alpha_c_p1d": 0.23559304278833237, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": 0.00785525412034227, "ret_p1w": 0.4168276030441811, "ret_signed_p1w": 0.4168276030441811, "alpha_spy_p1w": 0.44647598986886405, "alpha_c_p1w": 0.36102149806912776, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": 0.05580610497505334, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.5324, 0.6106, 0.5545, 0.508, 0.5119, 0.5901, 0.5491, 0.6135, 0.5931, 0.6931, 0.7465, 0.7102, 0.6969, 0.6599, 0.592, 0.5196, 0.5269, 0.5101, 0.4134, 0.4, 0.5359, 0.5858, 0.6327, 0.6479, 0.6066, 0.6408, 0.7337, 0.7399, 0.6732, 0.7352, 0.6756, 0.6892, 0.6574, 0.5859, 0.537, 0.5999, 0.5586, 0.5801, 0.5434, 0.5154, 0.4654, 0.619, 0.6222, 0.6156, 0.7073, 0.7454, 0.7193, 0.693, 0.6846, 0.6743, 0.6815, 0.669, 0.5797, 0.5662, 0.5687, 0.6538, 0.7108, 0.6826, 0.7436, 0.7894, 0.7862, 0.8294, 0.7888, 0.0, 0.2434, 0.4473, 0.4004, 0.4004, 0.4168, 0.3521, 0.3913, 0.3317, 0.3553, 0.3448, 0.3814, 0.3676, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2024499953079353814", "ticker_idx": 0, "ts": "2026-02-19T15:02:56+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "$HIMS buying more unprofitable revenue. Nothing to see here. Pop fades.", "tweet_type": "sarcasm", "timeline": "days", "summary": "Sarcastic bearish take on HIMS acquiring unprofitable revenue; expects the pop to fade.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "Foolproof get rich quick hack:\n\nStep 1)\nBuy $500M in minoxidil\n\nStep 2) \nSell $500M of minoxidil for $400M\n\nStep 3)\nGet acquired by $HIMS for 3x revenue.", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS buying more unprofitable revenue.  Nothing to see here.  Pop fades.", "parent_author": null, "ret_m1d": 0.0012642514633054436, "ret_signed_m1d": -0.0012642514633054436, "alpha_spy_m1d": 0.001380156719147374, "alpha_c_m1d": 0.001380156719147374, "bench_spy_m1d": 0.0026444081824528176, "bench_c_m1d": 0.0026444081824528176, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012010087487262289, "ret_signed_p1d": 0.012010087487262289, "alpha_spy_p1d": 0.01924202706864453, "alpha_c_p1d": 0.01924202706864453, "bench_spy_p1d": 0.007231939581382241, "bench_c_p1d": 0.007231939581382241, "ret_p1w": -0.013906404399392502, "ret_signed_p1w": 0.013906404399392502, "alpha_spy_p1w": 0.020948298713247104, "alpha_c_p1w": 0.020948298713247104, "bench_spy_p1w": 0.007041894313854602, "bench_c_p1w": 0.007041894313854602, "ret_p1m": 0.39190903176615666, "ret_signed_p1m": -0.39190903176615666, "alpha_spy_p1m": -0.4417843504169392, "alpha_c_p1m": -0.4417843504169392, "bench_spy_p1m": -0.04987531865078254, "bench_c_p1m": -0.04987531865078254, "ret_p3m": 0.4563844096068643, "ret_signed_p3m": -0.4563844096068643, "alpha_spy_p3m": -0.370487893020081, "alpha_c_p3m": -0.370487893020081, "bench_spy_p3m": 0.08589651658678332, "bench_c_p3m": 0.08589651658678332, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.013906404399392502, "alpha_spy_stated": 0.020948298713247104, "alpha_c_stated": 0.020948298713247104, "price_path": [1.2491, 1.292, 1.2649, 1.1252, 1.1941, 1.3881, 1.3445, 1.4273, 1.5133, 1.371, 1.2952, 1.3432, 1.5297, 1.4779, 1.4728, 1.5171, 1.3944, 1.3875, 1.3521, 1.2914, 1.33, 1.2105, 1.1979, 1.2478, 1.2155, 1.1997, 1.1915, 1.1688, 1.1555, 1.0885, 1.0525, 1.1119, 1.1941, 1.2415, 1.2415, 1.141, 1.0032, 1.0442, 1.0354, 0.9798, 0.9741, 0.9836, 0.926, 0.8262, 0.9292, 0.8723, 0.914, 0.8761, 0.8123, 0.8881, 0.7124, 0.6713, 0.6144, 0.5424, 0.4842, 0.4551, 0.2219, 0.0898, 0.055, -0.0013, 0.0303, 0.0284, 0.0013, 0.0, -0.012, -0.0196, -0.0228, 0.0, -0.0139, -0.0822, 0.0417, 0.0, 0.0398, 0.0038, -0.0051, 0.4008, 0.4836, 0.6359, 0.507, 0.5657, 0.5727, 0.579, 0.4633, 0.5272, 0.3919, 0.4197, 0.3489, 0.3173, 0.3186, 0.225, 0.1871, 0.3123, 0.2541, 0.2099, 0.2851, 0.2326, 0.2257, 0.2484, 0.2282, 0.3369, 0.3502, 0.5354, 0.7061, 0.8217, 0.9602, 0.8812, 0.8338, 0.7794, 0.9317, 0.8578, 0.7642, 0.6643, 0.7174, 0.7326, 0.7238, 0.6643, 0.6991, 0.6214, 0.787, 0.842, 0.5822, 0.5259, 0.5322, 0.5834, 0.409, 0.4185, 0.4564, 0.5177, 0.5013, 0.5076, 0.5929, 0.6043, 0.653, 0.7547, 0.7389, 0.7389, 0.7705, 0.6555, 0.7174, 0.8319, 0.756, 0.8249, 0.6953, 0.9071, 0.9893, 1.0158, 1.2421, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2020865929203048927", "ticker_idx": 0, "ts": "2026-02-09T14:22:38+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It'll go a lot lower if any of the above comes to fruition. How likely is it that they lose the GLP-1 business? IMO, likely.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Short HIMS: GLP-1 compounding likely to stop, catastrophic revenue loss + legal fees + convertible debt could send stock far below $17.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "Interesting read on the risk of treble damages that $HIMS *could* be liable for to $NVO.  \n\nI really have no idea how likely it is that things go that far.  Odds could be very high or very low as far as I know, but I do know that if this were to happen, it would be catastrophic for $HIMS.  They simply cannot afford this, especially with the convertible debt overhang.\n\nBut again, treble damages don't really have to happen for $HIMS to be at serious risk.  Just having to stop GLP-1 compounding alone would be an absolute disaster for them.  \n\nSubtract GLP-1 revenues, add in substantially increased legal fees from this battle, and suddenly you have a negative growth company that may not even be turning a profit anymore.  *Could* be a death spiral with the convertible debt added on top.\n\nHow likely is it that they lose the GLP-1 business?  IMO, likely.  \n\nPer Cowen this morning:  \"GLP-1 compounding likely to decline if not stop...\"  😬😬😬\n\n$17s premarket.  It'll go a lot lower if any of the above comes to fruition.  I will still likely cover soon, as I have done well with quick in and out trades with this stock and have caught the move from $27 to $17 perfectly in the last few days.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.19089501027531042, "ret_signed_m1d": -0.19089501027531042, "alpha_spy_m1d": -0.1956936875023504, "alpha_c_m1d": -0.1956936875023504, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1081220983361072, "ret_signed_p1d": 0.1081220983361072, "alpha_spy_p1d": 0.10548495237792577, "alpha_c_p1d": 0.10548495237792577, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.1583031287128791, "ret_signed_p1w": 0.1583031287128791, "alpha_spy_p1w": 0.1423076558502826, "alpha_c_p1w": 0.1423076558502826, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": 0.3388514879934228, "ret_signed_p1m": -0.3388514879934228, "alpha_spy_p1m": -0.36424236253999065, "alpha_c_p1m": -0.36424236253999065, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": 0.5075012677010686, "ret_signed_p3m": -0.5075012677010686, "alpha_spy_p3m": -0.43924131982504333, "alpha_c_p3m": -0.43924131982504333, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3388514879934228, "alpha_spy_stated": -0.36424236253999065, "alpha_c_stated": -0.36424236253999065, "price_path": [1.148, 1.1226, 1.1236, 1.0564, 1.0186, 0.865, 0.9131, 0.8407, 0.8758, 0.8536, 0.7393, 0.7957, 0.9545, 0.9188, 0.9865, 1.0569, 0.9405, 0.8784, 0.9177, 1.0704, 1.0279, 1.0238, 1.06, 0.9596, 0.954, 0.925, 0.8753, 0.9069, 0.8091, 0.7988, 0.8396, 0.8132, 0.8003, 0.7936, 0.775, 0.7641, 0.7093, 0.6798, 0.7284, 0.7957, 0.8345, 0.8345, 0.7522, 0.6394, 0.673, 0.6658, 0.6203, 0.6156, 0.6234, 0.5763, 0.4946, 0.5789, 0.5323, 0.5665, 0.5354, 0.4832, 0.5453, 0.4014, 0.3678, 0.3213, 0.2623, 0.2147, 0.1909, 0.0, -0.1081, -0.1366, -0.1826, -0.1568, -0.1583, -0.1805, -0.1816, -0.1914, -0.1976, -0.2002, -0.1816, -0.193, -0.2488, -0.1474, -0.1816, -0.149, -0.1785, -0.1857, 0.1464, 0.2142, 0.3389, 0.2333, 0.2814, 0.2871, 0.2923, 0.1976, 0.2499, 0.1392, 0.1619, 0.104, 0.0781, 0.0792, 0.0026, -0.0285, 0.074, 0.0264, -0.0098, 0.0517, 0.0088, 0.0031, 0.0217, 0.0052, 0.0942, 0.105, 0.2566, 0.3963, 0.4909, 0.6042, 0.5396, 0.5008, 0.4563, 0.581, 0.5204, 0.4439, 0.3621, 0.4056, 0.418, 0.4108, 0.3621, 0.3906, 0.327, 0.4625, 0.5075, 0.2949, 0.2488, 0.254, 0.2959, 0.1531, 0.1609, 0.1919, 0.2421, 0.2287, 0.2338, 0.3037, 0.313, 0.3528, 0.4361, 0.4232, 0.4232, 0.449, 0.3549, 0.4056, 0.4992, 0.4371, 0.4935, 0.3875, 0.5608, 0.628, 0.6498, 0.835, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2030104129607983336", "ticker_idx": 0, "ts": "2026-03-07T02:11:56+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO is literally up on this news and will continue to be up on this news, sir.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NVO; expects the stock to keep rising on the HIMS partnership news.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Frenchmontana67 @TheRealBirnbaum $NVO is literally up on this news and will continue to be up on this news, sir.", "reply_text": null, "parent_text": "@A_May_MD @TheRealBirnbaum Adam fall from grace .after his beloved company NVo announcing partnership with trash company $hims lmao https://t.co/CECdnc81uH", "quoted_text": null, "parent_author": "Frenchmontana67", "ret_m1d": -0.030165908320467838, "ret_signed_m1d": -0.030165908320467838, "alpha_spy_m1d": -0.02148201813451578, "alpha_c_m1d": -0.02148201813451578, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.008683890185952059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02664653246739046, "ret_signed_p1d": -0.02664653246739046, "alpha_spy_p1d": -0.025039426571550782, "alpha_c_p1d": -0.025039426571550782, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0016071058958396778, "ret_p1w": -0.030165908320467838, "ret_signed_p1w": -0.030165908320467838, "alpha_spy_p1w": -0.016543005835655045, "alpha_c_p1w": -0.016543005835655045, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.013622902484812793, "ret_p1m": -0.019875794921449752, "ret_signed_p1m": -0.019875794921449752, "alpha_spy_p1m": -0.01926570079470935, "alpha_c_p1m": -0.01926570079470935, "bench_spy_p1m": -0.0006100941267404014, "bench_c_p1m": -0.0006100941267404014, "ret_p3m": 0.0689894891924483, "ret_signed_p3m": 0.0689894891924483, "alpha_spy_p3m": -0.02384776693273749, "alpha_c_p3m": -0.02384776693273749, "bench_spy_p3m": 0.09283725612518579, "bench_c_p3m": 0.09283725612518579, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019875794921449752, "alpha_spy_stated": -0.01926570079470935, "alpha_c_stated": -0.01926570079470935, "price_path": [0.2064, 0.2031, 0.1757, 0.1654, 0.233, 0.2642, 0.2614, 0.2662, 0.2308, 0.2009, 0.1968, 0.2089, 0.2092, 0.2974, 0.3213, 0.3172, 0.2939, 0.2876, 0.279, 0.317, 0.3854, 0.4143, 0.4221, 0.4414, 0.4784, 0.5048, 0.4992, 0.4809, 0.4359, 0.5669, 0.5254, 0.4912, 0.5644, 0.5651, 0.6083, 0.5809, 0.5166, 0.4915, 0.494, 0.4814, 0.2645, 0.1863, 0.0895, 0.1976, 0.2411, 0.2348, 0.2252, 0.23, 0.2461, 0.2411, 0.2376, 0.2179, 0.1921, -0.0038, -0.0299, -0.0407, -0.0543, -0.0586, -0.0508, -0.0784, -0.0322, -0.0178, -0.0302, 0.0, -0.0266, -0.0239, -0.0442, -0.0458, -0.0302, -0.0339, -0.0586, -0.0679, -0.0817, -0.0744, -0.0726, -0.0867, -0.085, -0.094, -0.0803, -0.0423, -0.0493, -0.0363, -0.0444, -0.0381, -0.0199, -0.0243, -0.0222, -0.0102, 0.0247, 0.0635, 0.0666, 0.056, 0.0544, 0.0273, 0.0203, 0.0038, 0.0729, 0.0737, 0.0729, 0.05, 0.1003, 0.1435, 0.1568, 0.1693, 0.1925, 0.1936, 0.2006, 0.2092, 0.2248, 0.2269, 0.1936, 0.1659, 0.1539, 0.1539, 0.1745, 0.1568, 0.1717, 0.1516, 0.161, 0.186, 0.1878, 0.1485, 0.1185, 0.0945, 0.1401, 0.1195, 0.069, 0.0995, 0.1156, 0.1456, 0.1435, 0.1446, 0.1349, 0.1341, 0.1255, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2039475616538386475", "ticker_idx": 0, "ts": "2026-04-01T22:50:53+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm a novo bull at these prices as I've repeatedly said", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Novo Nordisk at current prices; dismisses Lilly's 17mg vs 36mg issue as a nothingburger.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "They had to run studies and then submit the bioequivalence data with the fda filings that were sent in months ago. \n\nThis has clearly been the plan for a very long time internally.  \n\nI’m a novo bull at these prices as I’ve repeatedly said, but this 17 vs 36 mg thing for Lilly is a nothingburger.", "reply_text": null, "parent_text": "@A_May_MD A question nobody is asking about $LLY's Foundayo launch.\n\n$1.5 billion in pre-launch inventory.\nPhase 3 trials: capsules up to 36mg.\nFDA approval: tablets up to 17.2mg.\n\nWhat's in the boxes?\n\nIf capsules: they can't sell them. FDA approved tablets, not capsules.\n\nIf tablets: the", "quoted_text": null, "parent_author": "fdzmurillo", "ret_m1d": -0.013520822233351604, "ret_signed_m1d": -0.013520822233351604, "alpha_spy_m1d": -0.012621172799919922, "alpha_c_m1d": -0.012621172799919922, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008996494334316818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008382946920725387, "ret_signed_p1d": -0.008382946920725387, "alpha_spy_p1d": -0.013109792004489251, "alpha_c_p1d": -0.013109792004489251, "bench_spy_p1d": 0.004726845083763864, "bench_c_p1d": 0.004726845083763864, "ret_p1w": 0.014602512769384735, "ret_signed_p1w": 0.014602512769384735, "alpha_spy_p1w": -0.0214281577932125, "alpha_c_p1w": -0.0214281577932125, "bench_spy_p1w": 0.03603067056259723, "bench_c_p1w": 0.03603067056259723, "ret_p1m": 0.2003785813720429, "ret_signed_p1m": 0.2003785813720429, "alpha_spy_p1m": 0.10556745550211111, "alpha_c_p1m": 0.10556745550211111, "bench_spy_p1m": 0.09481112586993179, "bench_c_p1m": 0.09481112586993179, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2003785813720429, "alpha_spy_stated": 0.10556745550211111, "alpha_c_stated": 0.10556745550211111, "price_path": [0.3272, 0.3666, 0.4375, 0.4675, 0.4756, 0.4957, 0.5341, 0.5614, 0.5557, 0.5367, 0.49, 0.6259, 0.5828, 0.5474, 0.6233, 0.6241, 0.6689, 0.6405, 0.5737, 0.5476, 0.5502, 0.5372, 0.3121, 0.231, 0.1305, 0.2427, 0.2878, 0.2813, 0.2714, 0.2763, 0.293, 0.2878, 0.2842, 0.2638, 0.2369, 0.0337, 0.0066, -0.0046, -0.0187, -0.0231, -0.015, -0.0437, 0.0043, 0.0191, 0.0064, 0.0377, 0.01, 0.0129, -0.0082, -0.0098, 0.0064, 0.0024, -0.0231, -0.0328, -0.0471, -0.0396, -0.0377, -0.0523, -0.0505, -0.0599, -0.0457, -0.0062, -0.0135, 0.0, -0.0084, -0.0019, 0.017, 0.0124, 0.0146, 0.027, 0.0633, 0.1036, 0.1068, 0.0957, 0.0941, 0.066, 0.0587, 0.0416, 0.1133, 0.1141, 0.1133, 0.0895, 0.1417, 0.1866, 0.2004, 0.2134, 0.2374, 0.2385, 0.2458, 0.2547, 0.271, 0.2731, 0.2385, 0.2098, 0.1974, 0.1974, 0.2188, 0.2004, 0.2158, 0.195, 0.2047, 0.2307, 0.2326, 0.1917, 0.1606, 0.1357, 0.1831, 0.1617, 0.1092, 0.1409, 0.1577, 0.1888, 0.1866, 0.1877, 0.1777, 0.1769, 0.1679, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030085848008376330", "ticker_idx": 0, "ts": "2026-03-07T00:59:17+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "glad that I find myself long the stock at the time that they made it", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds NVO long and is relieved to not be short HIMS following the Novo/Hims GLP-1 partnership news.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Can’t say I respect $NVO for this move, but I am definitely glad that I find myself long the stock at the time that they made it 😅 \n\nAnd, of course, glad that I’m *not* short $HIMS 😮‍💨", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $HIMS AND $NVO END FEUD\n\n$HIMS WILL SELL NOVO'S BRANDED GLP-1s ON PLATFORM AGAIN\n\nSOURCE SPOKE ON CONDITION OF ANONYMITY\n\nTO BE FORMALLY ANNOUNCED AS SOON AS MONDAY \n\nSOURCE: BLOOMBERG (@G0INGMAD) https://t.co/Auxn3ZPcyc", "parent_author": null, "ret_m1d": -0.030165908320467838, "ret_signed_m1d": -0.030165908320467838, "alpha_spy_m1d": -0.02148201813451578, "alpha_c_m1d": -0.02148201813451578, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.008683890185952059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02664653246739046, "ret_signed_p1d": -0.02664653246739046, "alpha_spy_p1d": -0.025039426571550782, "alpha_c_p1d": -0.025039426571550782, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0016071058958396778, "ret_p1w": -0.030165908320467838, "ret_signed_p1w": -0.030165908320467838, "alpha_spy_p1w": -0.016543005835655045, "alpha_c_p1w": -0.016543005835655045, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.013622902484812793, "ret_p1m": -0.019875794921449752, "ret_signed_p1m": -0.019875794921449752, "alpha_spy_p1m": -0.01926570079470935, "alpha_c_p1m": -0.01926570079470935, "bench_spy_p1m": -0.0006100941267404014, "bench_c_p1m": -0.0006100941267404014, "ret_p3m": 0.0689894891924483, "ret_signed_p3m": 0.0689894891924483, "alpha_spy_p3m": -0.02384776693273749, "alpha_c_p3m": -0.02384776693273749, "bench_spy_p3m": 0.09283725612518579, "bench_c_p3m": 0.09283725612518579, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019875794921449752, "alpha_spy_stated": -0.01926570079470935, "alpha_c_stated": -0.01926570079470935, "price_path": [0.2064, 0.2031, 0.1757, 0.1654, 0.233, 0.2642, 0.2614, 0.2662, 0.2308, 0.2009, 0.1968, 0.2089, 0.2092, 0.2974, 0.3213, 0.3172, 0.2939, 0.2876, 0.279, 0.317, 0.3854, 0.4143, 0.4221, 0.4414, 0.4784, 0.5048, 0.4992, 0.4809, 0.4359, 0.5669, 0.5254, 0.4912, 0.5644, 0.5651, 0.6083, 0.5809, 0.5166, 0.4915, 0.494, 0.4814, 0.2645, 0.1863, 0.0895, 0.1976, 0.2411, 0.2348, 0.2252, 0.23, 0.2461, 0.2411, 0.2376, 0.2179, 0.1921, -0.0038, -0.0299, -0.0407, -0.0543, -0.0586, -0.0508, -0.0784, -0.0322, -0.0178, -0.0302, 0.0, -0.0266, -0.0239, -0.0442, -0.0458, -0.0302, -0.0339, -0.0586, -0.0679, -0.0817, -0.0744, -0.0726, -0.0867, -0.085, -0.094, -0.0803, -0.0423, -0.0493, -0.0363, -0.0444, -0.0381, -0.0199, -0.0243, -0.0222, -0.0102, 0.0247, 0.0635, 0.0666, 0.056, 0.0544, 0.0273, 0.0203, 0.0038, 0.0729, 0.0737, 0.0729, 0.05, 0.1003, 0.1435, 0.1568, 0.1693, 0.1925, 0.1936, 0.2006, 0.2092, 0.2248, 0.2269, 0.1936, 0.1659, 0.1539, 0.1539, 0.1745, 0.1568, 0.1717, 0.1516, 0.161, 0.186, 0.1878, 0.1485, 0.1185, 0.0945, 0.1401, 0.1195, 0.069, 0.0995, 0.1156, 0.1456, 0.1435, 0.1446, 0.1349, 0.1341, 0.1255, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030085848008376330", "ticker_idx": 1, "ts": "2026-03-07T00:59:17+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "glad that I'm *not* short $HIMS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds NVO long and is relieved to not be short HIMS following the Novo/Hims GLP-1 partnership news.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "Can’t say I respect $NVO for this move, but I am definitely glad that I find myself long the stock at the time that they made it 😅 \n\nAnd, of course, glad that I’m *not* short $HIMS 😮‍💨", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $HIMS AND $NVO END FEUD\n\n$HIMS WILL SELL NOVO'S BRANDED GLP-1s ON PLATFORM AGAIN\n\nSOURCE SPOKE ON CONDITION OF ANONYMITY\n\nTO BE FORMALLY ANNOUNCED AS SOON AS MONDAY \n\nSOURCE: BLOOMBERG (@G0INGMAD) https://t.co/Auxn3ZPcyc", "parent_author": null, "ret_m1d": -0.2897111967734822, "ret_signed_m1d": -0.2897111967734822, "alpha_spy_m1d": -0.28102730658753017, "alpha_c_m1d": -0.28102730658753017, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.008683890185952059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0591154997726846, "ret_signed_p1d": 0.0591154997726846, "alpha_spy_p1d": 0.06072260566852428, "alpha_c_p1d": 0.06072260566852428, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0016071058958396778, "ret_p1w": 0.12274365216984151, "ret_signed_p1w": 0.12274365216984151, "alpha_spy_p1w": 0.1363665546546543, "alpha_c_p1w": 0.1363665546546543, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.013622902484812793, "ret_p1m": -0.12500002151792244, "ret_signed_p1m": -0.12500002151792244, "alpha_spy_p1m": -0.12438992739118204, "alpha_c_p1m": -0.12438992739118204, "bench_spy_p1m": -0.0006100941267404014, "bench_c_p1m": -0.0006100941267404014, "ret_p3m": 0.22608304437632532, "ret_signed_p3m": 0.22608304437632532, "alpha_spy_p3m": 0.13324578825113953, "alpha_c_p3m": 0.13324578825113953, "bench_spy_p3m": 0.09283725612518579, "bench_c_p3m": 0.09283725612518579, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12500002151792244, "alpha_spy_stated": -0.12438992739118204, "alpha_c_stated": -0.12438992739118204, "price_path": [0.806, 0.769, 0.7653, 0.7969, 0.7094, 0.7044, 0.6792, 0.6358, 0.6634, 0.5781, 0.569, 0.6047, 0.5817, 0.5704, 0.5645, 0.5483, 0.5388, 0.491, 0.4653, 0.5077, 0.5663, 0.6002, 0.6002, 0.5284, 0.4301, 0.4594, 0.4531, 0.4134, 0.4093, 0.4161, 0.375, 0.3037, 0.3773, 0.3366, 0.3664, 0.3394, 0.2938, 0.3479, 0.2225, 0.1931, 0.1525, 0.1011, 0.0596, 0.0388, -0.1277, -0.222, -0.2468, -0.287, -0.2644, -0.2658, -0.2852, -0.2861, -0.2947, -0.3001, -0.3023, -0.2861, -0.296, -0.3448, -0.2563, -0.2861, -0.2577, -0.2834, -0.2897, 0.0, 0.0591, 0.1679, 0.0758, 0.1178, 0.1227, 0.1273, 0.0447, 0.0903, -0.0063, 0.0135, -0.037, -0.0596, -0.0587, -0.1255, -0.1525, -0.0632, -0.1047, -0.1363, -0.0826, -0.12, -0.125, -0.1088, -0.1232, -0.0456, -0.0361, 0.0961, 0.218, 0.3005, 0.3994, 0.343, 0.3091, 0.2703, 0.3791, 0.3263, 0.2595, 0.1882, 0.2261, 0.2369, 0.2306, 0.1882, 0.213, 0.1575, 0.2757, 0.315, 0.1295, 0.0894, 0.0939, 0.1304, 0.0059, 0.0126, 0.0397, 0.0835, 0.0718, 0.0763, 0.1372, 0.1453, 0.1801, 0.2527, 0.2414, 0.2414, 0.264, 0.1819, 0.2261, 0.3078, 0.2536, 0.3028, 0.2103, 0.3615, 0.4201, 0.4391, 0.6006, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2041507130679709834", "ticker_idx": 0, "ts": "2026-04-07T13:23:23+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR 👀 🤷🏻‍♂️ Remains the only new MoA slated to come to market any time soon….", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR as the only new MoA in atopic dermatitis coming to market soon, following SNY's P2b failure.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$SNY next-gen atopic dermatitis drug failed in P2b.  Missed primary endpoint.  MOA was IL13xTSLP.  \n\nNow what have they got to follow up dupi if (when?) they discontinue amlitelimab? \n\n$NKTR 👀 🤷🏻‍♂️  Remains the only new MoA slated to come to market any time soon….\n\nhttps://t.co/zQtQNGhF2S", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019936997450897498, "ret_signed_m1d": -0.019936997450897498, "alpha_spy_m1d": -0.019497190401620346, "alpha_c_m1d": -0.017958362461268473, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.0019786349896290245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015215058567913387, "ret_signed_p1d": -0.015215058567913387, "alpha_spy_p1d": -0.040684695080104305, "alpha_c_p1d": -0.03636529865672822, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.02115024008881483, "ret_p1w": 0.0658447588289679, "ret_signed_p1w": 0.0658447588289679, "alpha_spy_p1w": 0.012387502263283556, "alpha_c_p1w": 0.05042554347860806, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.015419215350359838, "ret_p1m": 0.11608078072004724, "ret_signed_p1m": 0.11608078072004724, "alpha_spy_p1m": 0.0029014770112800736, "alpha_c_p1m": 0.12406340587709086, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": -0.007982625157043621, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11608078072004724, "alpha_spy_stated": 0.0029014770112800736, "alpha_c_stated": 0.12406340587709086, "price_path": [-0.4167, -0.4364, -0.4293, -0.4565, -0.4791, -0.4915, -0.5202, -0.5266, -0.5362, -0.5058, -0.5248, -0.5157, -0.5209, -0.5132, -0.5123, -0.5012, -0.529, -0.5379, -0.5104, -0.5, -0.4903, -0.5063, -0.5393, -0.5172, -0.5138, -0.2655, -0.1297, -0.0687, -0.0644, -0.0317, -0.0401, -0.0312, -0.0329, -0.0344, -0.1026, -0.077, -0.1356, -0.0952, -0.1034, -0.1066, -0.0673, -0.0497, -0.0727, -0.093, -0.0547, -0.0382, -0.0771, -0.0392, -0.0529, -0.0155, -0.0401, -0.0184, -0.0527, -0.0249, -0.043, -0.0546, -0.0691, -0.0994, -0.1442, -0.0563, -0.007, 0.0098, -0.0199, 0.0, -0.0152, 0.0211, 0.0165, 0.0552, 0.0658, 0.0916, 0.1017, 0.1131, 0.3162, 0.2875, 0.2225, 0.197, 0.2025, 0.1377, 0.0993, 0.0913, 0.1154, 0.1341, 0.1397, 0.1039, 0.1161, 0.0935, 0.0741, 0.0325, 0.0287, -0.0038, -0.0251, -0.0737, -0.1024, -0.1136, -0.0885, -0.1005, -0.1263, -0.1401, -0.1422, -0.1473, -0.149, -0.1624, -0.2319, -0.2231, -0.2221, -0.2482, -0.2573, -0.2625, -0.2552, -0.2234, -0.2211, -0.1979, -0.2095, -0.2009, -0.2009, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2014299508306223383", "ticker_idx": 0, "ts": "2026-01-22T11:30:01+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still short Intellia", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Confirms still holding short position in Intellia Therapeutics.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@kms_ghostt @GeneInvesting Still short Intellia, and:", "reply_text": null, "parent_text": "@A_May_MD @GeneInvesting I knew you had covered your NTLA short. What’s up with TENX? Holding through or sold the pump?", "quoted_text": null, "parent_author": "kms_ghostt", "ret_m1d": -0.11761005851721751, "ret_signed_m1d": 0.11761005851721751, "alpha_spy_m1d": 0.11241394150256823, "alpha_c_m1d": 0.11742053592250412, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.00018952259471338717, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0798741845634553, "ret_signed_p1d": 0.0798741845634553, "alpha_spy_p1d": 0.08023691975242897, "alpha_c_p1d": 0.07475697771222323, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.00511720685123207, "ret_p1w": -0.12578616653984998, "ret_signed_p1w": 0.12578616653984998, "alpha_spy_p1w": 0.13313028503322621, "alpha_c_p1w": 0.09754691275167271, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": -0.028239253788177265, "ret_p1m": -0.17232703376451008, "ret_signed_p1m": 0.17232703376451008, "alpha_spy_p1m": 0.1627621530142601, "alpha_c_p1m": 0.1739064209851119, "bench_spy_p1m": -0.009564880750249971, "bench_c_p1m": 0.0015793872206018023, "ret_p3m": -0.001886775703832666, "ret_signed_p3m": 0.001886775703832666, "alpha_spy_p3m": 0.03295411397830861, "alpha_c_p3m": -0.0704412606117164, "bench_spy_p3m": 0.031067338274475942, "bench_c_p3m": -0.07232803631554907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17232703376451008, "alpha_spy_stated": 0.1627621530142601, "alpha_c_stated": 0.1739064209851119, "price_path": [0.6962, 0.5459, 0.6283, 0.6101, -0.0698, -0.122, -0.1748, -0.2286, -0.2063, -0.178, -0.2327, -0.1465, -0.2252, -0.4013, -0.3881, -0.3597, -0.4031, -0.4547, -0.4528, -0.4667, -0.4673, -0.4818, -0.4943, -0.4836, -0.4748, -0.4623, -0.4642, -0.4346, -0.4704, -0.4906, -0.4302, -0.3874, -0.3956, -0.4063, -0.4151, -0.4107, -0.3994, -0.4327, -0.4252, -0.4264, -0.4472, -0.4415, -0.4195, -0.3899, -0.4075, -0.3969, -0.4063, -0.4252, -0.4302, -0.4346, -0.4208, -0.4107, -0.3881, -0.3629, -0.3384, -0.3472, -0.2811, -0.2616, -0.244, -0.2535, -0.2138, -0.1931, -0.1176, 0.0, -0.0799, -0.1226, -0.0673, -0.1308, -0.1258, -0.173, -0.1786, -0.1792, -0.2226, -0.3025, -0.2277, -0.2145, -0.2509, -0.2453, -0.2692, -0.2535, -0.2314, -0.2151, -0.1799, -0.205, -0.1723, -0.1459, -0.156, -0.1019, -0.1333, -0.0289, -0.1443, -0.1308, -0.173, -0.1547, -0.1264, -0.1528, -0.1818, -0.1918, -0.1975, -0.1585, -0.1522, -0.1692, -0.173, -0.1925, -0.1755, -0.1943, -0.166, -0.1673, -0.222, -0.2673, -0.1937, -0.1654, -0.1742, -0.1635, -0.1478, -0.1277, -0.1302, -0.1516, -0.1031, -0.0704, -0.0604, -0.1094, -0.0597, -0.0434, -0.0371, 0.0421, -0.0019, -0.1428, -0.1799, -0.1698, -0.2173, -0.1522, -0.166, -0.1277, -0.1629, -0.1289, -0.1377, -0.1138, -0.0931, -0.1201, -0.1019, -0.1767, -0.1403, -0.2019, -0.2491, -0.2289, -0.222, -0.2075, -0.2069, -0.1547, -0.1396, -0.1151, -0.1365, -0.1742, -0.1811, -0.0723, -0.1484, -0.1516, -0.1893, -0.2327, -0.2233, -0.2384, -0.0616, -0.0849, -0.044, -0.0145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2034801354460307663", "ticker_idx": 0, "ts": "2026-03-20T01:17:02+00:00", "symbol": "SRRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Probably on the cheaper side - back on the M&A menu despite ongoing cmc issues", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sees SRRK as undervalued and back on M&A radar despite CMC issues.", "resolved_tickers": ["SRRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@byebyegoodguy Probably on the cheaper side - back on the M&amp;A menu despite ongoing cmc issues", "reply_text": null, "parent_text": "@A_May_MD Wdyt of the current valuation for $SRRK? Seems fair for Apitegromab alone right?", "quoted_text": null, "parent_author": "byebyegoodguy", "ret_m1d": 0.019265246911069456, "ret_signed_m1d": 0.019265246911069456, "alpha_spy_m1d": 0.004720955097209378, "alpha_c_m1d": 0.010457667477810517, "bench_spy_m1d": 0.014544291813860077, "bench_c_m1d": 0.008807579433258939, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021953395063521897, "ret_signed_p1d": -0.021953395063521897, "alpha_spy_p1d": -0.0324533862889983, "alpha_c_p1d": -0.022195241624214046, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.00024184656069214938, "ret_p1w": -0.04569894586513812, "ret_signed_p1w": -0.04569894586513812, "alpha_spy_p1w": -0.02337287815185629, "alpha_c_p1w": -0.0355078649427939, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.01019108092234422, "ret_p1m": 0.07750894112411211, "ret_signed_p1m": 0.07750894112411211, "alpha_spy_p1m": -0.00807936615328897, "alpha_c_p1m": 0.06932158109649911, "bench_spy_p1m": 0.08558830727740108, "bench_c_p1m": 0.008187360027613, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07750894112411211, "alpha_spy_stated": -0.00807936615328897, "alpha_c_stated": 0.06932158109649911, "price_path": [-0.0141, -0.0383, -0.0166, 0.0125, 0.028, 0.0273, 0.0231, 0.0123, -0.0228, -0.0132, -0.0412, -0.0421, -0.0746, -0.0092, -0.0665, -0.0551, -0.0242, -0.0199, 0.0211, 0.0423, 0.0074, 0.0022, 0.0316, 0.0699, -0.0078, 0.0056, -0.0146, -0.0338, 0.0063, -0.0067, 0.0441, 0.0741, 0.0491, -0.0043, 0.0668, 0.0719, 0.0672, 0.056, 0.0453, 0.03, 0.0405, 0.052, 0.0685, 0.0753, 0.0531, 0.0533, 0.0522, 0.0045, -0.0083, -0.026, -0.0074, 0.0625, 0.0338, 0.0146, -0.0092, 0.0031, -0.0327, -0.0636, -0.1037, -0.0981, -0.088, -0.1086, 0.0193, 0.0, -0.022, -0.0524, 0.0177, -0.0096, -0.0457, -0.0349, 0.1013, 0.1055, 0.1203, 0.0934, 0.1178, 0.1198, 0.1019, 0.1192, 0.1093, 0.11, 0.1048, 0.1201, 0.1192, 0.0708, 0.0775, 0.0603, 0.0636, 0.0412, 0.037, 0.0468, 0.0372, 0.0441, 0.0388, 0.0412, 0.0559, 0.0553, 0.0405, 0.084, 0.0831, 0.1019, 0.1239, 0.1487, 0.1055, 0.0614, 0.0654, 0.0838, 0.069, 0.0782, 0.1539, 0.1344, 0.116, 0.1044, 0.0616, 0.0009, 0.0, 0.0155, -0.0076, -0.0188, 0.0211, -0.0123, 0.0011, -0.0103, 0.0287, 0.0206, 0.0517, 0.0517, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047301785673441313", "ticker_idx": 0, "ts": "2026-04-23T13:09:17+00:00", "symbol": "SNY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my prediction: This move to plow forward with OX40 in AtD does not play out well for $SNY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish SNY: discontinuing amlitelimab in asthma while pushing forward in eczema despite poor efficacy and cancer risk signals poor risk/reward for the company.", "resolved_tickers": ["SNY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "This morning $SNY finally discontinued development of amlitelimab (OX40)……..in asthma!  But, somehow, they’re still planning on regulatory submission for *eczema* in the 2nd half of this year! \n\nAsthma, a potentially fatal condition where drugs with black box warnings like Xolair are approved and *frequently* used, was apparently deemed an inappropriate risk/reward balance for the drug. \n\nApparently, that balance is not bad enough in eczema, which is obviously not fatal and is dominated by drugs with pristine safety labels. \n\nWhat we are really seeing here, IMO, is a statement on the size of the atopic dermatitis market.  It is just incredibly massive, so they’re pushing this drug forward despite poor efficacy and cancer risk to boot! \n\nThat says a lot about the size and market opportunity for new MoAs in atopic dermatitis, which $SNY of all companies should know. \n\nWho am I to contradict them, but my prediction:  This move to plow forward with OX40 in AtD does not play out well for $SNY.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013254763120771118, "ret_signed_m1d": 0.013254763120771118, "alpha_spy_m1d": 0.017150622811087146, "alpha_c_m1d": 0.017150622811087146, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": 0.003895859690316028, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01577949604114859, "ret_signed_p1d": 0.01577949604114859, "alpha_spy_p1d": 0.023528805278380194, "alpha_c_p1d": 0.023528805278380194, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.007749309237231605, "ret_p1w": -0.01998735600470758, "ret_signed_p1w": 0.01998735600470758, "alpha_spy_p1w": 0.03439903100757313, "alpha_c_p1w": 0.03439903100757313, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.014411675002865554, "ret_p1m": -0.01647251845497255, "ret_signed_p1m": 0.01647251845497255, "alpha_spy_p1m": 0.06896737935618025, "alpha_c_p1m": 0.06896737935618025, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.052494860901207696, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01647251845497255, "alpha_spy_stated": 0.06896737935618025, "alpha_c_stated": 0.06896737935618025, "price_path": [-0.0217, -0.0069, -0.0042, -0.0008, -0.037, -0.028, -0.0103, -0.0055, -0.0008, 0.0116, -0.0008, 0.0063, 0.0156, 0.0231, 0.0362, -0.0105, -0.032, -0.0231, -0.0292, -0.0032, -0.0162, -0.0065, -0.0046, 0.0013, 0.0173, 0.0238, 0.0027, -0.0223, -0.0276, -0.0532, -0.0627, -0.0669, -0.0749, -0.0755, -0.0821, -0.0827, -0.0747, -0.073, -0.0804, -0.0461, -0.0616, -0.0581, -0.0503, -0.0316, -0.0191, -0.0158, -0.017, 0.0137, 0.0042, 0.0076, 0.0015, -0.0147, -0.0082, -0.0095, -0.0162, -0.012, 0.0023, 0.0103, 0.004, 0.0112, 0.0097, -0.0084, -0.0133, 0.0, -0.0158, -0.0343, -0.0332, -0.0316, -0.02, -0.0305, -0.0373, -0.0371, -0.028, -0.0411, -0.0382, -0.0562, -0.0482, -0.058, -0.0484, -0.052, -0.0331, -0.0329, -0.008, -0.0025, -0.0165, -0.0196, -0.0134, -0.0165, -0.0302, -0.046, -0.0496, -0.0591, -0.0145, -0.0003, -0.0256, -0.0067, -0.0325, -0.0205, -0.0174, -0.0274, -0.0218, -0.0562, -0.0562, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2021659108772913636", "ticker_idx": 0, "ts": "2026-02-11T18:54:26+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "doesn't seem like $NVO or $LLY have responded adequately to the out of the gate rocket signal we are seeing for oral launches", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NVO and LLY not yet pricing in strong oral GLP-1 launch demand; obesity market has another leg up.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Tbh doesn’t seem like $NVO or $LLY have responded adequately to the out of the gate rocket signal we are seeing for oral launches.  \n\nSeems to be a lot of pent up demand, which I’m guessing comes from marginally obese/overweight people who don’t feel like they need an injectable and are willing to pay DTC prices for a pill. \n\nObesity market has another heave in it, IMO.\n\n---\n\n“But everyone can see the launch numbers, why wouldn’t it be adequately priced in?”\n\nIf I had a nickel", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007796420997322029, "ret_signed_m1d": 0.007796420997322029, "alpha_spy_m1d": 0.007565245423863498, "alpha_c_m1d": 0.007565245423863498, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.0002311755734585308, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0038982104986609034, "ret_signed_p1d": 0.0038982104986609034, "alpha_spy_p1d": 0.019347070196547134, "alpha_c_p1d": 0.019347070196547134, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01544885969788623, "ret_p1w": -0.005949994182501972, "ret_signed_p1w": -0.005949994182501972, "alpha_spy_p1w": 0.004860013281267839, "alpha_c_p1w": 0.004860013281267839, "bench_spy_p1w": -0.01081000746376981, "bench_c_p1w": -0.01081000746376981, "ret_p1m": -0.22117364817816565, "ret_signed_p1m": -0.22117364817816565, "alpha_spy_p1m": -0.17829541208592137, "alpha_c_p1m": -0.17829541208592137, "bench_spy_p1m": -0.04287823609224428, "bench_c_p1m": -0.04287823609224428, "ret_p3m": 0.0013674771515128636, "ret_signed_p3m": 0.0013674771515128636, "alpha_spy_p3m": -0.07432651732918139, "alpha_c_p3m": -0.07432651732918139, "bench_spy_p3m": 0.07569399448069425, "bench_c_p3m": 0.07569399448069425, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22117364817816565, "alpha_spy_stated": -0.17829541208592137, "alpha_c_stated": -0.17829541208592137, "price_path": [-0.0574, 0.0084, 0.0312, 0.0086, -0.0098, -0.0057, -0.0244, 0.0053, -0.0234, -0.0228, -0.0773, -0.0345, -0.0006, 0.0125, -0.0064, -0.0269, -0.024, -0.0154, -0.0181, -0.0404, -0.0488, 0.0064, 0.0318, 0.0295, 0.0334, 0.0045, -0.0199, -0.0232, -0.0133, -0.0131, 0.0589, 0.0784, 0.0751, 0.056, 0.0509, 0.0439, 0.0749, 0.1307, 0.1543, 0.1606, 0.1764, 0.2066, 0.2281, 0.2236, 0.2087, 0.1719, 0.2788, 0.245, 0.2171, 0.2768, 0.2774, 0.3127, 0.2903, 0.2378, 0.2173, 0.2193, 0.2091, 0.032, -0.0318, -0.1108, -0.0226, 0.0129, 0.0078, 0.0, 0.0039, 0.017, 0.0129, 0.0101, -0.0059, -0.0271, -0.1869, -0.2082, -0.2171, -0.2281, -0.2316, -0.2253, -0.2478, -0.2101, -0.1984, -0.2085, -0.1838, -0.2056, -0.2033, -0.2199, -0.2212, -0.2085, -0.2115, -0.2316, -0.2392, -0.2505, -0.2446, -0.2431, -0.2546, -0.2532, -0.2606, -0.2494, -0.2183, -0.2241, -0.2135, -0.22, -0.2149, -0.2001, -0.2037, -0.202, -0.1922, -0.1637, -0.132, -0.1294, -0.1382, -0.1394, -0.1616, -0.1673, -0.1807, -0.1243, -0.1237, -0.1243, -0.1431, -0.102, -0.0667, -0.0558, -0.0456, -0.0267, -0.0259, -0.0201, -0.0131, -0.0003, 0.0014, -0.0259, -0.0484, -0.0582, -0.0582, -0.0414, -0.0558, -0.0437, -0.0601, -0.0524, -0.032, -0.0305, -0.0627, -0.0871, -0.1067, -0.0695, -0.0863, -0.1275, -0.1026, -0.0895, -0.065, -0.0667, -0.0658, -0.0737, -0.0744, -0.0814, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2021659108772913636", "ticker_idx": 1, "ts": "2026-02-11T18:54:26+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "doesn't seem like $NVO or $LLY have responded adequately to the out of the gate rocket signal we are seeing for oral launches", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NVO and LLY not yet pricing in strong oral GLP-1 launch demand; obesity market has another leg up.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Tbh doesn’t seem like $NVO or $LLY have responded adequately to the out of the gate rocket signal we are seeing for oral launches.  \n\nSeems to be a lot of pent up demand, which I’m guessing comes from marginally obese/overweight people who don’t feel like they need an injectable and are willing to pay DTC prices for a pill. \n\nObesity market has another heave in it, IMO.\n\n---\n\n“But everyone can see the launch numbers, why wouldn’t it be adequately priced in?”\n\nIf I had a nickel", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009643330045635556, "ret_signed_m1d": 0.009643330045635556, "alpha_spy_m1d": 0.009412154472177026, "alpha_c_m1d": 0.009412154472177026, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.0002311755734585308, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022714552435761703, "ret_signed_p1d": 0.022714552435761703, "alpha_spy_p1d": 0.038163412133647934, "alpha_c_p1d": 0.038163412133647934, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01544885969788623, "ret_p1w": 0.009572146866582809, "ret_signed_p1w": 0.009572146866582809, "alpha_spy_p1w": 0.02038215433035262, "alpha_c_p1w": 0.02038215433035262, "bench_spy_p1w": -0.01081000746376981, "bench_c_p1w": -0.01081000746376981, "ret_p1m": -0.028059082038613847, "ret_signed_p1m": -0.028059082038613847, "alpha_spy_p1m": 0.014819154053630434, "alpha_c_p1m": 0.014819154053630434, "bench_spy_p1m": -0.04287823609224428, "bench_c_p1m": -0.04287823609224428, "ret_p3m": 0.002201792247669143, "ret_signed_p3m": 0.002201792247669143, "alpha_spy_p3m": -0.0734922022330251, "alpha_c_p3m": -0.0734922022330251, "bench_spy_p3m": 0.07569399448069425, "bench_c_p3m": 0.07569399448069425, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.028059082038613847, "alpha_spy_stated": 0.014819154053630434, "alpha_c_stated": 0.014819154053630434, "price_path": [-0.0492, -0.0276, 0.0011, 0.0061, 0.0099, 0.0064, 0.0146, 0.0339, 0.0277, 0.0438, 0.0541, 0.0933, 0.0878, 0.0594, 0.042, 0.0304, 0.0181, -0.0007, -0.0048, -0.0174, -0.0325, -0.0212, -0.0057, 0.0121, 0.0463, 0.0385, 0.0262, 0.041, 0.0554, 0.0604, 0.0556, 0.0608, 0.0616, 0.0626, 0.0636, 0.0586, 0.0642, 0.0259, 0.0481, 0.0915, 0.0689, 0.0476, 0.0648, 0.0611, 0.0572, 0.0175, 0.0228, 0.0257, 0.0624, 0.0711, 0.0483, 0.0468, 0.0239, 0.0085, 0.0088, 0.0216, 0.0285, -0.0116, 0.0905, 0.0055, 0.0423, 0.029, 0.0096, 0.0, 0.0227, 0.0261, 0.0222, 0.0069, 0.0096, -0.0039, 0.0444, 0.0282, 0.0151, 0.0084, 0.038, 0.0044, -0.0057, -0.0098, -0.0299, -0.0229, -0.0051, -0.012, -0.0135, -0.0358, -0.0281, -0.0241, -0.0821, -0.0942, -0.0947, -0.1054, -0.1016, -0.109, -0.0959, -0.115, -0.1335, -0.1252, -0.0925, -0.0582, -0.0769, -0.0853, -0.0813, -0.0594, -0.0576, -0.0731, -0.0828, -0.0898, -0.107, -0.1081, -0.0853, -0.0924, -0.109, -0.0908, -0.0946, -0.1278, -0.1433, -0.1377, -0.1601, -0.0779, -0.0495, -0.045, -0.0243, -0.0261, -0.038, -0.0642, -0.0459, -0.0233, 0.0022, -0.0067, -0.0068, -0.0234, 0.0095, 0.007, 0.0295, 0.0526, 0.0523, 0.0703, 0.1137, 0.0921, 0.0696, 0.0518, 0.0662, 0.1122, 0.1183, 0.1358, 0.1314, 0.1231, 0.1474, 0.1198, 0.1162, 0.1094, 0.0991, 0.0858, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2061813385340096578", "ticker_idx": 0, "ts": "2026-06-02T14:13:12+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Even the \"worst case\" of a black box you've got a multi billion dollar drug here", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: physician prescribing behavior unaffected by warning labels; worst-case black box still yields a multi-billion dollar drug.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Dok__Tok Would be a different story if this were psoriasis.  \n\nGIs frequently/unanimously write for JAKs with far worse labels than this. Even the “worst case” of a black box you’ve got a multi billion dollar drug here.", "reply_text": null, "parent_text": "@A_May_MD Corrected - point is has Zero 0️⃣ impact on physician scrip behavior or patient adoption. Street sell off $ABVX completely ignores how physician/patient or Big Pharma view such warnings/trial data with  few CA cases - same with IV Cinqair infusion in asthma $TEVA (many other e.g.)", "quoted_text": null, "parent_author": "Dok__Tok", "ret_m1d": 0.7888276198814654, "ret_signed_m1d": 0.7888276198814654, "alpha_spy_m1d": 0.7901837181788947, "alpha_c_m1d": 0.7789915372213498, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": 0.009836082660115597, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24344829690867464, "ret_signed_p1d": 0.24344829690867464, "alpha_spy_p1d": 0.2504654792291745, "alpha_c_p1d": 0.23559304278833237, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": 0.00785525412034227, "ret_p1w": 0.4168276030441811, "ret_signed_p1w": 0.4168276030441811, "alpha_spy_p1w": 0.44647598986886405, "alpha_c_p1w": 0.36102149806912776, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": 0.05580610497505334, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.5324, 0.6106, 0.5545, 0.508, 0.5119, 0.5901, 0.5491, 0.6135, 0.5931, 0.6931, 0.7465, 0.7102, 0.6969, 0.6599, 0.592, 0.5196, 0.5269, 0.5101, 0.4134, 0.4, 0.5359, 0.5858, 0.6327, 0.6479, 0.6066, 0.6408, 0.7337, 0.7399, 0.6732, 0.7352, 0.6756, 0.6892, 0.6574, 0.5859, 0.537, 0.5999, 0.5586, 0.5801, 0.5434, 0.5154, 0.4654, 0.619, 0.6222, 0.6156, 0.7073, 0.7454, 0.7193, 0.693, 0.6846, 0.6743, 0.6815, 0.669, 0.5797, 0.5662, 0.5687, 0.6538, 0.7108, 0.6826, 0.7436, 0.7894, 0.7862, 0.8294, 0.7888, 0.0, 0.2434, 0.4473, 0.4004, 0.4004, 0.4168, 0.3521, 0.3913, 0.3317, 0.3553, 0.3448, 0.3814, 0.3676, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2031681073751433316", "ticker_idx": 0, "ts": "2026-03-11T10:38:09+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Maybe the stock spikes a bit on data that look the same as Lebri with Q3M and Q6M intervals. It'll come back down to earth shortly after, because these results are *expected*.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Any spike on APGE maintenance data will be temporary and reverse, as the results are already expected; bearish on a sustained move.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I don't think anybody at all expects $APGE to be worse than dupi in maintenance.  In fact, the universal expectation should be that it is better than Dupi in maintenance.  $APGE binds literally the exact same epitope as Lebrikizumab does, and Lebri already has better maintenance data than dupi.  \n\n$APGE is just Lebri with a longer half-life.  Maybe the stock spikes a bit on data that look the same as Lebri with Q3M and Q6M intervals.  It'll come back down to earth shortly after, because these results are *expected*.\n\n---\n\nAs for $APGE survey data, it is entirely unreliable.  Another example in addition to my original post above:\n\nI will eat an entire couch cushion live on X if 90% of well controlled dupi patients switch off of dupi onto $APGE.  Hell, I'll eat the entire couch.  These \"results\" are *that* ridiculous.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009239454185680174, "ret_signed_m1d": -0.009239454185680174, "alpha_spy_m1d": -0.007982742294502021, "alpha_c_m1d": -0.0072767763393011275, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.001962677846379046, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015666820623516098, "ret_signed_p1d": 0.015666820623516098, "alpha_spy_p1d": 0.00048185435251291153, "alpha_c_p1d": -0.0019321247027745958, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.017598945326290694, "ret_p1w": -0.1059186345713119, "ret_signed_p1w": 0.1059186345713119, "alpha_spy_p1w": 0.08388789085498471, "alpha_c_p1w": 0.06856169804880419, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.03735693652250771, "ret_p1m": 0.15519545113187916, "ret_signed_p1m": -0.15519545113187916, "alpha_spy_p1m": -0.14782392683343826, "alpha_c_p1m": -0.187478193820804, "bench_spy_p1m": 0.007371524298440901, "bench_c_p1m": -0.03228274268892484, "ret_p3m": 0.10765935836465346, "ret_signed_p3m": -0.10765935836465346, "alpha_spy_p3m": -0.03213244343720789, "alpha_c_p3m": -0.10354836021165559, "bench_spy_p3m": 0.07552691492744557, "bench_c_p3m": 0.004110998152997869, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15519545113187916, "alpha_spy_stated": -0.14782392683343826, "alpha_c_stated": -0.187478193820804, "price_path": [0.0189, 0.0008, 0.0185, 0.0248, 0.0321, 0.0285, 0.0013, 0.011, 0.0358, 0.0517, 0.0445, 0.0351, 0.0457, 0.0354, 0.0228, 0.0145, 0.0107, 0.0147, 0.0379, 0.0478, 0.0572, 0.0375, 0.0443, 0.0398, 0.0578, 0.1038, 0.0813, 0.0815, 0.0986, 0.0968, 0.0694, -0.0624, -0.0624, -0.0308, -0.0534, -0.0629, -0.1228, -0.1212, -0.0775, -0.1312, -0.1681, -0.1666, -0.1681, -0.1229, -0.1188, -0.0719, -0.0924, -0.0675, -0.0591, -0.077, -0.0842, -0.0639, -0.0457, -0.0507, -0.0749, -0.0627, -0.0504, -0.0828, -0.0317, -0.0503, -0.0218, 0.0035, 0.0092, 0.0, -0.0157, -0.0372, -0.0481, -0.0647, -0.1059, -0.0828, -0.1157, 0.0611, -0.0225, 0.0516, 0.0501, 0.042, 0.0541, 0.1271, 0.128, 0.1294, 0.1249, 0.1152, 0.113, 0.1585, 0.1552, 0.1615, 0.1847, 0.196, 0.2125, 0.2346, 0.2175, 0.2167, 0.2142, 0.1822, 0.1464, 0.1579, 0.1431, 0.0984, 0.1099, 0.0813, 0.1188, 0.1153, 0.132, 0.0955, 0.1118, 0.1328, 0.1105, 0.124, 0.1236, 0.0865, 0.0545, 0.0481, 0.0899, 0.1038, 0.0868, 0.1089, 0.0411, 0.042, 0.0999, 0.0619, 0.054, 0.1273, 0.2172, 0.1639, 0.1115, 0.1382, 0.1077, 0.1984, 0.1828, 0.1541, 0.1414, 0.1841, 0.2102, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019435502739329255", "ticker_idx": 0, "ts": "2026-02-05T15:38:37+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorted on the pump this morning, average mid $27s. $HIMS deserves to finish red today with the rest of the market", "tweet_type": "position_disclosure", "timeline": "intraday", "summary": "Short HIMS at ~$27 mid; oral semaglutide without SNAC is a dud with razor-thin margins; implicitly favors NVO's superior bioavailability tech.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "Hahaha ok so $HIMS is now not just scamming pharma companies for their IP, they’re also scamming their own patients too! \n\nThey’re making a semaglutide pill *without* the (proprietary) SNAC formulation that $NVO uses to prevent the peptide from being totally dissolved/digested right when you swallow it.  YOUR STOMACH BREAKS DOWN PEPTIDES WHEN YOU SWALLOW THEM.  $NVO uses a proprietary technology called SNAC to make their oral formulation more bioavailable.  $HIMS cannot.\n\nPatients are buying a dud here, thinking it’s similar to the real deal.  SCAM.  \n\nIt’ll be biologically active, sure, but bioavailability for this is going to be almost nothing.  \n\nAlso, this is still a *ton* of peptide to manufacture = BAD margins.\n\n25 mg of peptide per day is >70x more peptide of the max injectable dose!!!\n\n$HIMS selling this at a discount to what $NVO is means their margins are going to be razor thin. \n\nOf all the fake bullshit pump and dumps that $HIMS has pulled, this one might be the fakest and most bullshit of all.  Not in the least part because they pivoted to just full blown scamming their customers (IMO), pitching an unprotected oral peptide as similar to what $NVO is selling.  It is NOT even remotely equivalent.\n\nShorted on the pump this morning, average mid $27s.  $HIMS deserves to finish red today with the rest of the market.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03918228680707725, "ret_signed_m1d": -0.03918228680707725, "alpha_spy_m1d": -0.026535047786040433, "alpha_c_m1d": -0.026535047786040433, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.012647239021036816, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019591102787084758, "ret_signed_p1d": 0.019591102787084758, "alpha_spy_p1d": 0.03877588926390474, "alpha_c_p1d": 0.03877588926390474, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.01918478647681998, "ret_p1w": -0.3270868612108154, "ret_signed_p1w": 0.3270868612108154, "alpha_spy_p1w": 0.3324734084074402, "alpha_c_p1w": 0.3324734084074402, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.005386547196624791, "ret_p1m": -0.05621804602039171, "ret_signed_p1m": 0.05621804602039171, "alpha_spy_p1m": 0.05717734873029057, "alpha_c_p1m": 0.05717734873029057, "bench_spy_p1m": 0.0009593027098988571, "bench_c_p1m": 0.0009593027098988571, "ret_p3m": 0.09241908511925234, "ret_signed_p3m": -0.09241908511925234, "alpha_spy_p3m": -0.009838913980518171, "alpha_c_p3m": -0.009838913980518171, "bench_spy_p3m": 0.08258017113873417, "bench_c_p3m": 0.08258017113873417, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.019591102787084758, "alpha_spy_stated": 0.03877588926390474, "alpha_c_stated": 0.03877588926390474, "price_path": [0.8224, 0.8624, 0.7683, 0.7474, 0.7483, 0.6929, 0.6618, 0.5353, 0.575, 0.5153, 0.5443, 0.526, 0.4319, 0.4783, 0.609, 0.5796, 0.6354, 0.6934, 0.5975, 0.5464, 0.5788, 0.7044, 0.6695, 0.6661, 0.6959, 0.6133, 0.6086, 0.5848, 0.5439, 0.5698, 0.4894, 0.4808, 0.5145, 0.4928, 0.4821, 0.4766, 0.4612, 0.4523, 0.4072, 0.3829, 0.4229, 0.4783, 0.5102, 0.5102, 0.4425, 0.3497, 0.3773, 0.3714, 0.3339, 0.3301, 0.3365, 0.2977, 0.2304, 0.2998, 0.2615, 0.2896, 0.2641, 0.221, 0.2721, 0.1537, 0.1261, 0.0877, 0.0392, 0.0, -0.0196, -0.1767, -0.2658, -0.2892, -0.3271, -0.3058, -0.3071, -0.3254, -0.3262, -0.3343, -0.3394, -0.3416, -0.3262, -0.3356, -0.3816, -0.2981, -0.3262, -0.2994, -0.3237, -0.3296, -0.0562, -0.0004, 0.1022, 0.0153, 0.0549, 0.0596, 0.0639, -0.0141, 0.029, -0.0622, -0.0434, -0.0911, -0.1124, -0.1116, -0.1746, -0.2002, -0.1158, -0.155, -0.1848, -0.1342, -0.1695, -0.1742, -0.1589, -0.1725, -0.0992, -0.0903, 0.0345, 0.1495, 0.2274, 0.3207, 0.2675, 0.2355, 0.1989, 0.3015, 0.2517, 0.1887, 0.1214, 0.1572, 0.1674, 0.1614, 0.1214, 0.1448, 0.0924, 0.204, 0.2411, 0.066, 0.0281, 0.0324, 0.0669, -0.0507, -0.0443, -0.0187, 0.0226, 0.0115, 0.0158, 0.0733, 0.0809, 0.1137, 0.1823, 0.1716, 0.1716, 0.1929, 0.1154, 0.1572, 0.2342, 0.1831, 0.2296, 0.1422, 0.2849, 0.3403, 0.3582, 0.5106, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019435502739329255", "ticker_idx": 1, "ts": "2026-02-05T15:38:37+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO uses a proprietary technology called SNAC to make their oral formulation more bioavailable. $HIMS cannot", "tweet_type": "position_disclosure", "timeline": "intraday", "summary": "Short HIMS at ~$27 mid; oral semaglutide without SNAC is a dud with razor-thin margins; implicitly favors NVO's superior bioavailability tech.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "Hahaha ok so $HIMS is now not just scamming pharma companies for their IP, they’re also scamming their own patients too! \n\nThey’re making a semaglutide pill *without* the (proprietary) SNAC formulation that $NVO uses to prevent the peptide from being totally dissolved/digested right when you swallow it.  YOUR STOMACH BREAKS DOWN PEPTIDES WHEN YOU SWALLOW THEM.  $NVO uses a proprietary technology called SNAC to make their oral formulation more bioavailable.  $HIMS cannot.\n\nPatients are buying a dud here, thinking it’s similar to the real deal.  SCAM.  \n\nIt’ll be biologically active, sure, but bioavailability for this is going to be almost nothing.  \n\nAlso, this is still a *ton* of peptide to manufacture = BAD margins.\n\n25 mg of peptide per day is >70x more peptide of the max injectable dose!!!\n\n$HIMS selling this at a discount to what $NVO is means their margins are going to be razor thin. \n\nOf all the fake bullshit pump and dumps that $HIMS has pulled, this one might be the fakest and most bullshit of all.  Not in the least part because they pivoted to just full blown scamming their customers (IMO), pitching an unprotected oral peptide as similar to what $NVO is selling.  It is NOT even remotely equivalent.\n\nShorted on the pump this morning, average mid $27s.  $HIMS deserves to finish red today with the rest of the market.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0888324319599263, "ret_signed_m1d": 0.0888324319599263, "alpha_spy_m1d": 0.07618519293888948, "alpha_c_m1d": 0.07618519293888948, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.012647239021036816, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09921549444325684, "ret_signed_p1d": 0.09921549444325684, "alpha_spy_p1d": 0.08003070796643685, "alpha_c_p1d": 0.08003070796643685, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.01918478647681998, "ret_p1w": 0.12898020664841936, "ret_signed_p1w": 0.12898020664841936, "alpha_spy_p1w": 0.12359365945179457, "alpha_c_p1w": 0.12359365945179457, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.005386547196624791, "ret_p1m": -0.08214118180150043, "ret_signed_p1m": -0.08214118180150043, "alpha_spy_p1m": -0.08310048451139929, "alpha_c_p1m": -0.08310048451139929, "bench_spy_p1m": 0.0009593027098988571, "bench_c_p1m": 0.0009593027098988571, "ret_p3m": 0.09551702116185878, "ret_signed_p3m": 0.09551702116185878, "alpha_spy_p3m": 0.012936850023124613, "alpha_c_p3m": 0.012936850023124613, "bench_spy_p3m": 0.08258017113873417, "bench_c_p3m": 0.08258017113873417, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.09921549444325684, "alpha_spy_stated": 0.08003070796643685, "alpha_c_stated": 0.08003070796643685, "price_path": [0.1133, 0.1181, 0.0731, 0.054, 0.06, 0.1341, 0.1597, 0.1343, 0.1135, 0.1181, 0.0971, 0.1306, 0.0983, 0.099, 0.0376, 0.0858, 0.1239, 0.1387, 0.1174, 0.0944, 0.0976, 0.1073, 0.1043, 0.0791, 0.0697, 0.1317, 0.1604, 0.1578, 0.1622, 0.1297, 0.1022, 0.0985, 0.1096, 0.1098, 0.1908, 0.2127, 0.209, 0.1876, 0.1818, 0.174, 0.2088, 0.2716, 0.2981, 0.3053, 0.323, 0.3569, 0.3812, 0.3761, 0.3593, 0.318, 0.4382, 0.4001, 0.3687, 0.4359, 0.4365, 0.4762, 0.4511, 0.392, 0.3689, 0.3713, 0.3597, 0.1606, 0.0888, 0.0, 0.0992, 0.1391, 0.1334, 0.1246, 0.129, 0.1437, 0.1391, 0.1359, 0.1179, 0.0941, -0.0856, -0.1096, -0.1195, -0.132, -0.1359, -0.1287, -0.1541, -0.1117, -0.0985, -0.1098, -0.0821, -0.1066, -0.1041, -0.1228, -0.1241, -0.1098, -0.1133, -0.1359, -0.1444, -0.1571, -0.1504, -0.1488, -0.1617, -0.1601, -0.1684, -0.1559, -0.121, -0.1274, -0.1155, -0.1229, -0.1171, -0.1004, -0.1045, -0.1025, -0.0915, -0.0595, -0.0238, -0.021, -0.0308, -0.0322, -0.0571, -0.0635, -0.0786, -0.0152, -0.0145, -0.0152, -0.0363, 0.0099, 0.0496, 0.0618, 0.0733, 0.0946, 0.0955, 0.102, 0.1099, 0.1242, 0.1261, 0.0955, 0.0702, 0.0592, 0.0592, 0.0781, 0.0618, 0.0754, 0.057, 0.0656, 0.0886, 0.0903, 0.0541, 0.0266, 0.0046, 0.0465, 0.0276, -0.0188, 0.0092, 0.024, 0.0515, 0.0496, 0.0505, 0.0417, 0.041, 0.0331, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026763937379663923", "ticker_idx": 0, "ts": "2026-02-25T20:59:12+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anyone who has done any actual work on this has come back and said yeah, 2039 it is.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses Obefazimod EU patent monopoly through 2039/2040, supporting the bullish thesis on ABVX.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@biotech_jack Anyone who has done any actual work on this has come back and said yeah, 2039 it is.", "reply_text": null, "parent_text": "$ABVX EU market: The patent wall stands. Thanks to the Supplementary Protection Certificate (SPC), Obefazimod's monopoly is legally cemented through 2040. BP pays for time. https://t.co/IiWPJDHTFC", "quoted_text": null, "parent_author": "biotech_jack", "ret_m1d": 0.04021723328823623, "ret_signed_m1d": 0.04021723328823623, "alpha_spy_m1d": 0.0485849303975362, "alpha_c_m1d": 0.03996376764797427, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": 0.00025346564026196283, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03129814767731243, "ret_signed_p1d": -0.03129814767731243, "alpha_spy_p1d": -0.02574370209810528, "alpha_c_p1d": -0.02870039182384332, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.002597755853469108, "ret_p1w": -0.05319066804989259, "ret_signed_p1w": -0.05319066804989259, "alpha_spy_p1w": -0.04162021951331896, "alpha_c_p1w": -0.04824871905929451, "bench_spy_p1w": -0.01157044853657363, "bench_c_p1w": -0.004941948990598077, "ret_p1m": -0.11230031840179255, "ret_signed_p1m": -0.11230031840179255, "alpha_spy_p1m": -0.045506308874802115, "alpha_c_p1m": -0.039495007097739454, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.0728053113040531, "ret_p3m": 0.051893244153612406, "ret_signed_p3m": 0.051893244153612406, "alpha_spy_p3m": -0.033744062217357707, "alpha_c_p3m": 0.10529460063648399, "bench_spy_p3m": 0.08563730637097011, "bench_c_p3m": -0.05340135648287159, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11230031840179255, "alpha_spy_stated": -0.045506308874802115, "alpha_c_stated": -0.039495007097739454, "price_path": [-0.0341, 0.0193, 0.0397, 0.0191, 0.0122, -0.0276, -0.0689, -0.1005, -0.1029, -0.0715, -0.0671, -0.0024, 0.0341, 0.0791, 0.018, -0.0439, -0.1001, -0.1014, -0.0788, -0.068, 0.1248, 0.1218, 0.1782, 0.1539, 0.1384, 0.1217, 0.0934, 0.0847, -0.0008, -0.0343, 0.0255, -0.0636, -0.0724, -0.0432, -0.0299, 0.0136, -0.0529, -0.0505, -0.0364, -0.0269, 0.0024, -0.0098, -0.0199, -0.036, -0.0758, -0.0794, -0.0988, -0.0962, -0.0812, -0.0791, -0.1023, -0.0459, -0.0288, -0.0336, -0.0045, 0.0098, 0.0135, 0.0186, 0.0296, 0.056, 0.0569, 0.0777, 0.0402, 0.0, -0.0313, -0.0166, -0.0829, -0.0992, -0.0532, -0.0862, -0.1135, -0.1112, -0.0653, -0.0894, -0.0515, -0.0635, -0.0047, 0.0267, 0.0054, -0.0025, -0.0242, -0.0641, -0.1067, -0.1024, -0.1123, -0.1691, -0.177, -0.0971, -0.0678, -0.0402, -0.0313, -0.0555, -0.0354, 0.0191, 0.0228, -0.0164, 0.02, -0.015, -0.007, -0.0257, -0.0677, -0.0965, -0.0595, -0.0838, -0.0711, -0.0927, -0.1091, -0.1386, -0.0482, -0.0464, -0.0503, 0.0036, 0.026, 0.0107, -0.0048, -0.0097, -0.0157, -0.0115, -0.0189, -0.0714, -0.0793, -0.0778, -0.0278, 0.0057, -0.0109, 0.025, 0.0519, 0.05, 0.0754, 0.0516, -0.4121, -0.269, -0.1492, -0.1768, -0.1768, -0.1671, -0.2051, -0.1821, -0.2171, -0.2033, -0.2094, -0.188, -0.1961, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2065591832139194801", "ticker_idx": 0, "ts": "2026-06-13T00:27:24+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The data are very clear, and they are bullish for $ABVX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: colonic dysplasia rate in trials (0.12/100PY) is 15x below baseline UC population rate, making the AE a positive signal for obefazimod's safety profile.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I'd respond to @meremrtl in his post directly, but he blocked me for politely disagreeing with him on $NKTR.  There's something VERY important that he is VERY wrong about that I'd like to highlight.\n\nIt's funny that he recognizes that the 2 solid tumor cases in the $ABVX trial are mere bad luck/noise.  I agree with him that the latency argument for solid tumors argues that these cancers pre-dated the $ABVX study given that they were slow-growing cancer types identified far too early (6-8 months) to be due to $ABVX's drug.  These are the cases the market has been freaking out about, so...good to see you're an $ABVX bull, Stephen!\n\nNow the point he is making about colonic dysplasia is very, very (very very very) stupid.  He is trying to say that the single case of colonic dysplasia is the worrisome finding in the $ABVX study.  I'll provide data to show you that his take is objectively stupid, so that he doesn't whine about me saying so.  I'm not being mean - I'm calling a spade a spade, and of course very smart people can make very stupid points sometimes😉\n\nThere was 1 case of colonic dysplasia in the entire P2-P3 program for $ABVX. \n\nIn P3 we have ~310 patient years of exposure across arms (388 patients x ~80% 1 year completion rate).  In reality 310 is a slight underestimate as we don't know when the other 20% discontinued, but it wasn't day 0.  Still, let's be conservative.\n\nIn P2, we have ~130 patients treated across 5-7 years in the long term open label extension.  Let's be overly conservative here too, and say 100 patients for 5 years = 500 more patient years.\n\nSo, very conservatively, we have ~810 patient years of obefazimod exposure.\n\n1 case of colonic dysplasia.  810PY.  That makes the colonic dysplasia event rate 0.12/100 Patient-Years on Obefazimod so far.\n\nWhat Stephen (very very stupidly) fails to ask is:  \"What is the expected rate of colonic dysplasia in this patient population at baseline?\".\n\nThe answer is ~1.77/100PY.  ~15x higher than what $ABVX is showing.\n\nYeah, the expected background rate of colonic dysplasia in this population (long-term UC patients with median age in the 40s) is ~1.77/100PY, FIFTEEN TIMES HIGHER THAN WHAT IS BEING SEEN IN THE $ABVX TRIALS.\n\nColonic dysplasia is actually a relatively common (nonmalignant) event in general, but it is especially common in ulcerative colitis patients because their chronically inflamed colons are at a high risk of accumulating DNA mutations and immune dysfunction that leads to carcinogenesis.\n\nWhat we are seeing in the $ABVX trials is actually a DRAMATICALLY lower than expected rate of colonic dysplasia, which is suggestive of A DECREASED RISK OF COLONIC DYSPLASIA AND COLON CANCER due to high levels of disease control.\n\nReally, it's very simple...UC patients have a high risk of colon dysplasia/cancer because their colons are so severely inflamed...$ABVX's obefazimod stops that inflammation, LOWERING their risk of developing it.  Not only is this mechanistically supported...the DATA support it as well.\n\nWhat Stephen is highlighting as the big scary AE for $ABVX is actually an objective POSITIVE for the company if you have the brain and objectivity to analyze the data.  However, some people (like Stephen) are just here to stir the pot!  Oh well.  The data are very clear, and they are bullish for $ABVX. \n\nBut hey, even Stephen signed off on the \"real cancers\" as not being a concern!  Maybe he is coming around to be an $ABVX bull himself!\n\nSource data: https://t.co/kDtghxb5T3\n\n---\n\nThis is the reply that he blocked me over, BTW.  Decide for yourself. https://t.co/4nQfquBOzd\n\n---\n\nWants to talk trash but keeps everyone blocked.  Childish. \n\nWon’t address the fact his idiotic comment on colonic dysplasia was completely debunked too.  Just pretend like you never saw it and it can’t hurt you Stephen! https://t.co/WktJQDfg3s", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017402799178671602, "ret_signed_m1d": -0.017402799178671602, "alpha_spy_m1d": -7.439779325557616e-05, "alpha_c_m1d": -0.02342018535577961, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007734603294398235, "ret_signed_p1d": -0.007734603294398235, "alpha_spy_p1d": -0.0017730404501641317, "alpha_c_p1d": -0.00806165576321527, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2492, 0.2886, 0.2619, 0.252, 0.2247, 0.1746, 0.1212, 0.1266, 0.1142, 0.0428, 0.033, 0.1332, 0.1701, 0.2047, 0.2159, 0.1854, 0.2107, 0.2792, 0.2837, 0.2346, 0.2803, 0.2363, 0.2464, 0.2229, 0.1702, 0.134, 0.1804, 0.15, 0.1659, 0.1388, 0.1182, 0.0812, 0.1946, 0.1969, 0.192, 0.2597, 0.2878, 0.2686, 0.2491, 0.2429, 0.2354, 0.2407, 0.2314, 0.1656, 0.1556, 0.1574, 0.2202, 0.2623, 0.2415, 0.2865, 0.3203, 0.3179, 0.3498, 0.3199, -0.2622, -0.0825, 0.0679, 0.0333, 0.0333, 0.0454, -0.0023, 0.0266, -0.0174, 0.0, -0.0077, 0.0192, 0.0091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047293391965196320", "ticker_idx": 0, "ts": "2026-04-23T12:35:56+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Another low margin non-opportunity. It will go nowhere.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish on HIMS sleep opportunity: insurance-based market requiring in-person tests leaves no role for HIMS; low-margin dead end.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@himshouse @davidmaris Not a chance.  This is a primarily insurance based market, and you DO actually have to have physical tests done in person to make these diagnoses…what’s the point of HIMS in this process?  \n\nAnother low margin non-opportunity.  It will go nowhere.", "reply_text": null, "parent_text": ".@davidmaris says sleep is a billion-dollar opportunity for $HIMS and nobody on Wall Street has priced it in: \n\n\"I haven't seen any sell-side report talk about the sleep opportunity. And to me that's another billion-dollar opportunity for them. I think it's just a home run for https://t.co/fKAGVwEGae", "quoted_text": null, "parent_author": "himshouse", "ret_m1d": 0.030550643765744567, "ret_signed_m1d": -0.030550643765744567, "alpha_spy_m1d": -0.02665478407542854, "alpha_c_m1d": -0.02665478407542854, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": 0.003895859690316028, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08561278437196429, "ret_signed_p1d": -0.08561278437196429, "alpha_spy_p1d": -0.07786347513473268, "alpha_c_p1d": -0.07786347513473268, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.007749309237231605, "ret_p1w": -0.03481348332208234, "ret_signed_p1w": 0.03481348332208234, "alpha_spy_p1w": 0.04922515832494789, "alpha_c_p1w": 0.04922515832494789, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.014411675002865554, "ret_p1m": -0.15630549478351996, "ret_signed_p1m": 0.15630549478351996, "alpha_spy_p1m": 0.20880035568472766, "alpha_c_p1m": 0.20880035568472766, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.052494860901207696, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15630549478351996, "alpha_spy_stated": 0.20880035568472766, "alpha_c_stated": 0.20880035568472766, "price_path": [0.0842, 0.0522, 0.0757, 0.0544, 0.0185, 0.0611, -0.0377, -0.0607, -0.0927, -0.1332, -0.1659, -0.1822, -0.3133, -0.3876, -0.4071, -0.4387, -0.421, -0.422, -0.4373, -0.438, -0.4448, -0.449, -0.4508, -0.438, -0.4458, -0.4842, -0.4146, -0.438, -0.4156, -0.4359, -0.4409, -0.2128, -0.1663, -0.0806, -0.1531, -0.1201, -0.1162, -0.1126, -0.1776, -0.1417, -0.2178, -0.2021, -0.2419, -0.2597, -0.259, -0.3115, -0.3329, -0.2625, -0.2952, -0.3201, -0.2778, -0.3073, -0.3112, -0.2984, -0.3098, -0.2487, -0.2412, -0.1371, -0.0412, 0.0238, 0.1016, 0.0572, 0.0306, 0.0, 0.0856, 0.044, -0.0085, -0.0647, -0.0348, -0.0263, -0.0313, -0.0647, -0.0451, -0.0888, 0.0043, 0.0352, -0.1108, -0.1425, -0.1389, -0.1101, -0.2082, -0.2028, -0.1815, -0.1471, -0.1563, -0.1528, -0.1048, -0.0984, -0.071, -0.0139, -0.0227, -0.0227, -0.005, -0.0696, -0.0348, 0.0295, -0.0131, 0.0256, -0.0472, 0.0718, 0.1179, 0.1329, 0.26, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021331183901213041", "ticker_idx": 0, "ts": "2026-02-10T21:11:23+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR green tomorrow 🫡", "tweet_type": "prediction", "timeline": "days", "summary": "NKTR will be green tomorrow despite the $300M offering.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Boom!  $300M!\n\n$NKTR green tomorrow 🫡 \n\nhttps://t.co/sEwjfGWhLZ", "reply_text": null, "parent_text": null, "quoted_text": "$NKTR excellent strength into close despite $XBI floundering. \n\nLet’s see that offering!", "parent_author": null, "ret_m1d": -0.1559909376359363, "ret_signed_m1d": -0.1559909376359363, "alpha_spy_m1d": -0.15622211320939483, "alpha_c_m1d": -0.15010296425742842, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.0058879733785078825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0700829183544378, "ret_signed_p1d": 0.0700829183544378, "alpha_spy_p1d": 0.08553177805232404, "alpha_c_p1d": 0.07168292604216242, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.0016000076877246139, "ret_p1w": 0.11318767609557123, "ret_signed_p1w": 0.11318767609557123, "alpha_spy_p1w": 0.12399768355934104, "alpha_c_p1w": 0.10672371171640793, "bench_spy_p1w": -0.01081000746376981, "bench_c_p1w": 0.006463964379163301, "ret_p1m": 0.10399399675299392, "ret_signed_p1m": 0.10399399675299392, "alpha_spy_p1m": 0.1468722328452382, "alpha_c_p1m": 0.1453380698899268, "bench_spy_p1m": -0.04287823609224428, "bench_c_p1m": -0.04134407313693289, "ret_p3m": 0.1446872448364176, "ret_signed_p3m": 0.1446872448364176, "alpha_spy_p3m": 0.06899325035572335, "alpha_c_p3m": 0.20188322964767025, "bench_spy_p3m": 0.07569399448069425, "bench_c_p3m": -0.057195984811252654, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.11318767609557123, "alpha_spy_stated": 0.12399768355934104, "alpha_c_stated": 0.10672371171640793, "price_path": [-0.1263, -0.1069, -0.1308, -0.1869, -0.1457, -0.102, -0.1082, -0.0904, -0.1694, -0.1819, -0.1162, -0.0904, -0.0099, -0.0172, -0.079, -0.1733, -0.139, -0.1305, -0.1424, -0.1367, -0.1141, -0.1298, -0.2295, -0.1756, -0.1967, -0.2591, -0.3153, -0.3369, -0.294, -0.3447, -0.3299, -0.3378, -0.3295, -0.356, -0.3685, -0.3628, -0.3456, -0.3298, -0.3524, -0.3442, -0.3754, -0.4015, -0.4157, -0.4487, -0.4561, -0.4671, -0.4321, -0.454, -0.4436, -0.4494, -0.4407, -0.4396, -0.4268, -0.4588, -0.469, -0.4374, -0.4255, -0.4143, -0.4327, -0.4707, -0.4452, -0.4413, -0.156, 0.0, 0.0701, 0.0751, 0.1126, 0.1029, 0.1132, 0.1112, 0.1096, 0.0312, 0.0606, -0.0068, 0.0396, 0.0303, 0.0265, 0.0717, 0.0919, 0.0656, 0.0422, 0.0862, 0.1052, 0.0604, 0.104, 0.0883, 0.1313, 0.1029, 0.128, 0.0885, 0.1204, 0.0996, 0.0864, 0.0696, 0.0348, -0.0166, 0.0844, 0.1411, 0.1604, 0.1261, 0.1491, 0.1316, 0.1733, 0.168, 0.2125, 0.2247, 0.2543, 0.2659, 0.279, 0.5124, 0.4794, 0.4047, 0.3754, 0.3818, 0.3073, 0.2631, 0.254, 0.2817, 0.3031, 0.3096, 0.2684, 0.2824, 0.2565, 0.2342, 0.1864, 0.1821, 0.1447, 0.1203, 0.0644, 0.0313, 0.0185, 0.0473, 0.0336, 0.0039, -0.0119, -0.0143, -0.0202, -0.0222, -0.0375, -0.1174, -0.1073, -0.1061, -0.1361, -0.1466, -0.1525, -0.1442, -0.1076, -0.105, -0.0784, -0.0916, -0.0818, -0.0818, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2050279260242563401", "ticker_idx": 0, "ts": "2026-05-01T18:20:42+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Thankfully (if frustratingly), the market will apparently appreciate these things slowly enough for us to own as much as we want ahead of time", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NVO; higher dosing makes the oral ozempic a legitimately better drug, not a rebrand, and market is slow to price it in — opportunity to accumulate.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Beyond the branding, the higher dosing is legitimately a huge difference.  It’s going to be a legitimately far better drug, not just a rebranding for $NVO\n\nThankfully (if frustratingly), the market will apparently appreciate these things slowly enough for us to own as much as we want ahead of time 😅", "reply_text": null, "parent_text": "It is really dumb. \n\nBut I think “Ozempic pill” does way more numbers than Rybelsus. Like 10x. \n\nAnd I think hearing “ozempic pill” funnels more people to both wegovy oral and Foundayo as well.", "quoted_text": null, "parent_author": "CloisterRes", "ret_m1d": -0.037830442274494946, "ret_signed_m1d": -0.037830442274494946, "alpha_spy_m1d": -0.03506899369640193, "alpha_c_m1d": -0.03506899369640193, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": -0.0027614485780930176, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011622568576092895, "ret_signed_p1d": 0.011622568576092895, "alpha_spy_p1d": 0.015285960722849379, "alpha_c_p1d": 0.015285960722849379, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.0036633921467564834, "ret_p1w": 0.049908809785793595, "ret_signed_p1w": 0.049908809785793595, "alpha_spy_p1w": 0.026360627301432515, "alpha_c_p1w": 0.026360627301432515, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.02354818248436108, "ret_p1m": -0.021877914216084537, "ret_signed_p1m": -0.021877914216084537, "alpha_spy_p1m": -0.07588473610897717, "alpha_c_p1m": -0.07588473610897717, "bench_spy_p1m": 0.05400682189289263, "bench_c_p1m": 0.05400682189289263, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.021877914216084537, "alpha_spy_stated": -0.07588473610897717, "alpha_c_stated": -0.07588473610897717, "price_path": [0.3065, 0.2955, 0.1058, 0.0374, -0.0472, 0.0473, 0.0853, 0.0798, 0.0715, 0.0756, 0.0897, 0.0853, 0.0822, 0.0651, 0.0424, -0.1288, -0.1517, -0.1611, -0.173, -0.1767, -0.1699, -0.1941, -0.1536, -0.1411, -0.1519, -0.1255, -0.1488, -0.1464, -0.1642, -0.1655, -0.1519, -0.1552, -0.1767, -0.1849, -0.197, -0.1906, -0.189, -0.2014, -0.1998, -0.2077, -0.1958, -0.1625, -0.1686, -0.1572, -0.1643, -0.1588, -0.1429, -0.1468, -0.1449, -0.1345, -0.1039, -0.07, -0.0672, -0.0766, -0.0779, -0.1016, -0.1078, -0.1222, -0.0618, -0.0611, -0.0618, -0.0818, -0.0378, 0.0, 0.0116, 0.0226, 0.0428, 0.0438, 0.0499, 0.0574, 0.0711, 0.0729, 0.0438, 0.0196, 0.0091, 0.0091, 0.0271, 0.0116, 0.0246, 0.0071, 0.0153, 0.0371, 0.0387, 0.0043, -0.0219, -0.0428, -0.003, -0.021, -0.0652, -0.0385, -0.0244, 0.0018, 0.0, 0.0009, -0.0075, -0.0082, -0.0157, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2010694091994997143", "ticker_idx": 0, "ts": "2026-01-12T12:43:23+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it all is simply a matter of time", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX on ~$200/share unofficial bid plus two more potential bidders; author views deal completion as inevitable.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$ABVX has an unofficial bid for ~$200/share if you believe the reporting out of France this morning, plus two more potential bidders circling.  Of course, the source is reputable enough that the little old Wall Street Journal has picked up the story as well. \n\nTrade it however you want.  My hands are tied (in the manner that Eddie's are below), because IMO it all is simply a matter of time🥱\n\nhttps://t.co/5qm1Ey1IfT\n\n---\n\nhttps://t.co/DcSvF8RnJL https://t.co/ljK5DR7n0i", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03050846164509402, "ret_signed_m1d": -0.03050846164509402, "alpha_spy_m1d": -0.028940491037216742, "alpha_c_m1d": -0.030063652838405397, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.00044480880668862355, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01389829991227498, "ret_signed_p1d": 0.01389829991227498, "alpha_spy_p1d": 0.015897806677656834, "alpha_c_p1d": 0.017964859042104764, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.004066559129829783, "ret_p1w": 0.007118613032971455, "ret_signed_p1w": 0.007118613032971455, "alpha_spy_p1w": 0.03240774402383462, "alpha_c_p1w": 0.019699722005872, "bench_spy_p1w": -0.025289130990863162, "bench_c_p1w": -0.012581108972900545, "ret_p1m": 0.04042370036496945, "ret_signed_p1m": 0.04042370036496945, "alpha_spy_p1m": 0.04502689982294095, "alpha_c_p1m": 0.04760382378797423, "bench_spy_p1m": -0.004603199457971496, "bench_c_p1m": -0.007180123423004781, "ret_p3m": 0.06610172077760867, "ret_signed_p3m": 0.06610172077760867, "alpha_spy_p3m": 0.06438034255227532, "alpha_c_p3m": 0.11654122867829508, "bench_spy_p3m": 0.0017213782253333587, "bench_c_p3m": -0.05043950790068641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04042370036496945, "alpha_spy_stated": 0.04502689982294095, "alpha_c_stated": 0.04760382378797423, "price_path": [-0.2053, -0.1896, -0.171, -0.1897, -0.2126, -0.2142, -0.2247, -0.2231, -0.2313, -0.2333, -0.2308, -0.1963, -0.2013, -0.1615, -0.1162, -0.132, -0.1623, -0.1641, -0.1558, -0.1195, -0.1079, -0.1007, -0.0758, -0.1235, -0.1449, -0.0645, -0.0371, -0.0353, -0.0428, 0.0415, 0.0095, 0.0653, 0.0867, 0.0651, 0.0579, 0.0163, -0.0269, -0.0599, -0.0624, -0.0296, -0.025, 0.0427, 0.0808, 0.1279, 0.0639, -0.0008, -0.0595, -0.0608, -0.0372, -0.0259, 0.1756, 0.1725, 0.2314, 0.206, 0.1898, 0.1724, 0.1428, 0.1336, 0.0443, 0.0093, 0.0719, -0.0213, -0.0305, 0.0, 0.0139, 0.0594, -0.0102, -0.0076, 0.0071, 0.017, 0.0477, 0.0349, 0.0244, 0.0075, -0.0341, -0.0378, -0.0581, -0.0554, -0.0397, -0.0375, -0.0618, -0.0028, 0.0151, 0.01, 0.0404, 0.0554, 0.0592, 0.0647, 0.0761, 0.1037, 0.1047, 0.1264, 0.0872, 0.0452, 0.0125, 0.0278, -0.0414, -0.0585, -0.0104, -0.0449, -0.0735, -0.0711, -0.0231, -0.0482, -0.0086, -0.0212, 0.0403, 0.0731, 0.0508, 0.0426, 0.0198, -0.0219, -0.0664, -0.0619, -0.0722, -0.1316, -0.1398, -0.0564, -0.0257, 0.0031, 0.0125, -0.0129, 0.0081, 0.0652, 0.069, 0.0281, 0.0661, 0.0295, 0.0379, 0.0183, -0.0256, -0.0557, -0.017, -0.0424, -0.0292, -0.0517, -0.0689, -0.0997, -0.0053, -0.0033, -0.0074, 0.049, 0.0724, 0.0564, 0.0402, 0.035, 0.0287, 0.0331, 0.0254, -0.0294, -0.0377, -0.0362, 0.0161, 0.0511, 0.0338, 0.0713, 0.0994, 0.0975, 0.124, 0.0991, -0.3856, -0.236, -0.1108, -0.1396, -0.1396, -0.1295, -0.1692, -0.1452, -0.1818, -0.1673, -0.1737, -0.1513, -0.1597, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2040580261675470957", "ticker_idx": 0, "ts": "2026-04-05T00:00:21+00:00", "symbol": "Nektar Therapeutics", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "the company/rezpeg are not being valued even close to what Nemluvio is valued at (not even CLOSE). The discrepancy between what the clinical data show and what the market valuations show is very wide between these drugs. The efficacy/safety gap seems to favor the cheaper asset.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rezpeg/Nektar is massively undervalued vs Nemluvio on clinical data; author sees a wide mispricing in favor of the cheaper asset.", "resolved_tickers": ["NKTR"], "resolution_method": "exchange_ticker", "resolution_reason": "Nektar Therapeutics, Nasdaq: NKTR; rezpeg pipeline context matches", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Maybe, but then the whole point of the lead in is to eliminate the steroid responsive patients, no?  And we both know that, in aggregate, even uncontrolled patients do not use topical steroids consistently with plenty of data to prove this (300gm outlier patients notwithstanding). \n\nIn any case, if we are moving the argument down to Nemluvio is ~equal on itch and worse on rash, then sure!  I think the data roughly demonstrate this on itch and clearly demonstrate it on rash.  \n\nThis same dynamic, based on existing data, applies to rezpeg as well!  So, on average, why would I choose Nemluvio over rezpeg if the overall efficacy for Nemluvio is worse and it’s dosed 3x more often?  \n\nTBD!  More data needed, as always.  I’ll note that the data so far show very low DC 2/2 AE rates for rezpeg - tolerability concerns are likely overblown (there’s a reason Eli Lilly is relying on ISRs in their legal battle against Nektar and NOT arthralgias/headaches).\n\nThe market wrinkle of this is that the company/rezpeg are not being valued even close to what Nemluvio is valued at (not even CLOSE).  The discrepancy between what the clinical data show and what the market valuations show is very wide between these drugs.  The efficacy/safety gap seems to favor the cheaper asset.  Not your realm, I know, but hopefully this helps frame where I’m coming from.", "reply_text": null, "parent_text": "@A_May_MD @semodough I actually wouldn't say it's better in terms of absolute improvement.  It's that it's so much faster.  \n\nI think of it as same efficacy but faster as a more effective drug.  Essentially more AUC.\n\nIt is much slower in terms of improving the visible appearance.  \n\nBut an article a", "quoted_text": null, "parent_author": "MattZirwas", "ret_m1d": 0.030380040229943672, "ret_signed_m1d": 0.030380040229943672, "alpha_spy_m1d": 0.03508464736460204, "alpha_c_m1d": 0.02675686013888745, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": 0.0036231800910562217, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02034256716052152, "ret_signed_p1d": 0.02034256716052152, "alpha_spy_p1d": 0.01990256659589429, "alpha_c_p1d": 0.018360009412763834, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.001982557747757685, "ret_p1w": 0.07668623707076994, "ret_signed_p1w": 0.07668623707076994, "alpha_spy_p1w": 0.035452760772851866, "alpha_c_p1w": 0.06513303461309095, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.01155320245767899, "ret_p1m": 0.1263383603745265, "ret_signed_p1m": 0.1263383603745265, "alpha_spy_p1m": 0.02793638521960684, "alpha_c_p1m": 0.13303781167147144, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": -0.006699451296944936, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1263383603745265, "alpha_spy_stated": 0.02793638521960684, "alpha_c_stated": 0.13303781167147144, "price_path": [-0.4189, -0.4048, -0.4249, -0.4177, -0.4454, -0.4685, -0.4811, -0.5104, -0.517, -0.5268, -0.4957, -0.5151, -0.5059, -0.5111, -0.5033, -0.5024, -0.491, -0.5194, -0.5285, -0.5004, -0.4898, -0.4799, -0.4963, -0.53, -0.5074, -0.5039, -0.2505, -0.112, -0.0498, -0.0454, -0.012, -0.0206, -0.0115, -0.0132, -0.0147, -0.0843, -0.0582, -0.118, -0.0768, -0.0851, -0.0885, -0.0483, -0.0304, -0.0538, -0.0745, -0.0355, -0.0186, -0.0584, -0.0197, -0.0336, 0.0046, -0.0206, 0.0016, -0.0335, -0.0051, -0.0236, -0.0353, -0.0502, -0.0811, -0.1267, -0.0371, 0.0132, 0.0304, 0.0, 0.0203, 0.0048, 0.0419, 0.0372, 0.0767, 0.0875, 0.1138, 0.1241, 0.1357, 0.343, 0.3137, 0.2473, 0.2214, 0.227, 0.1609, 0.1217, 0.1135, 0.1381, 0.1571, 0.1629, 0.1263, 0.1388, 0.1158, 0.096, 0.0535, 0.0497, 0.0165, -0.0052, -0.0549, -0.0842, -0.0956, -0.07, -0.0822, -0.1085, -0.1226, -0.1247, -0.13, -0.1317, -0.1453, -0.2163, -0.2073, -0.2062, -0.2329, -0.2422, -0.2475, -0.2401, -0.2076, -0.2053, -0.1816, -0.1934, -0.1847, -0.1847, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049530100471992364", "ticker_idx": 0, "ts": "2026-04-29T16:43:49+00:00", "symbol": "SYRE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Good luck $SYRE. Better raise a few billion more. Going to be a long haul just to compete against a bunch of generics and branded extended half life bispecs antibodies to boot!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish SYRE: ABBV's single bispecific (IL23+TL1A) will outcompete SYRE's two-drug combo plan on trial cost/speed, questioning SYRE's $8-12B valuation; also bearish ORKA on rising competition.", "resolved_tickers": ["SYRE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ABBV confirming this morning they are taking forward their extended half life IL23.  Sorry $ORKA.  There’s yet another competitor for you.\n\nOh, and $SYRE…. $ABBV also has an extended half life BISPECIFIC antibody for both IL23 and TL1A.  \n\n$SYRE has both of those programs individually…their plan is to give 2 separate drugs together.  $ABBV already has it as one drug.  This makes a *huge* difference in the clinical trial cost and speed, because $SYRE is going to have to run insanely expensive trials with multiple different combo arms (FDA requiring this).  $ABBV will breeze right through and with much less expense.\n\nSee $JNJ’s P2 UC study enrolling 600 patients (!!!!!!) with 1:2:2:2:2:2 randomization (no, I’m not making a joke - 1:2:2:2:2:2).  \n\nGood luck $SYRE.  Better raise a few billion more.  Going to be a long haul just to compete against a bunch of generics and branded extended half life bispecs antibodies to boot! \n\n“But $SYRE has a4b7 too!!!”\n\nClearly these pharmas aren’t bothered by making these extended half life antibodies themselves.  Why pay a premium (maybe $12B??) on top of the current $8B price tag today for an early stage asset?  Again, this thing is open label P2a stage…….\n\nWe got extended half life antibodies at home.   Pop the bubble.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04534708810555199, "ret_signed_m1d": 0.04534708810555199, "alpha_spy_m1d": 0.045501621307358686, "alpha_c_m1d": 0.05234792838585056, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00700084028029857, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.035609926002619696, "ret_signed_p1d": -0.035609926002619696, "alpha_spy_p1d": -0.025660292475054858, "alpha_c_p1d": -0.013557215025072233, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.022052710977547463, "ret_p1w": 0.01544026456775005, "ret_signed_p1w": -0.01544026456775005, "alpha_spy_p1w": 0.01582815719592534, "alpha_c_p1w": 0.0024818694579189504, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.017922134025669, "ret_p1m": 0.0223953348730086, "ret_signed_p1m": -0.0223953348730086, "alpha_spy_p1m": 0.04070365864889425, "alpha_c_p1m": 0.024020270369161212, "bench_spy_p1m": 0.06309899352190285, "bench_c_p1m": 0.04641560524216981, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0223953348730086, "alpha_spy_stated": 0.04070365864889425, "alpha_c_stated": 0.024020270369161212, "price_path": [-0.539, -0.5329, -0.5552, -0.5444, -0.5369, -0.5539, -0.5418, -0.5115, -0.5276, -0.5332, -0.5282, -0.5154, -0.4905, -0.4999, -0.4909, -0.4741, -0.3989, -0.3854, -0.3956, -0.3896, -0.3998, -0.4017, -0.409, -0.4426, -0.4297, -0.4354, -0.4415, -0.4287, -0.4218, -0.4227, -0.4379, -0.4451, -0.387, -0.3886, -0.401, -0.4115, -0.4262, -0.4052, -0.4127, -0.3646, -0.339, -0.3419, -0.3682, -0.2984, -0.3198, -0.3382, -0.3187, -0.2878, -0.277, -0.2799, -0.2865, -0.1199, -0.1096, -0.0403, -0.0305, 0.0156, 0.0209, -0.0086, 0.0154, -0.0369, -0.0309, 0.0001, -0.0453, 0.0, 0.0356, -0.0344, -0.0384, -0.0122, 0.0154, 0.0168, 0.0439, 0.0632, 0.0438, 0.0615, 0.0523, 0.0421, -0.0252, -0.0733, 0.0004, 0.0338, 0.03, 0.0245, 0.0086, 0.0031, 0.0224, -0.0188, -0.038, 0.0227, 0.0917, 0.0245, 0.0015, 0.0633, 0.0444, 0.1235, 0.1238, 0.1626, 0.1602, 0.217, 0.217, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049530100471992364", "ticker_idx": 1, "ts": "2026-04-29T16:43:49+00:00", "symbol": "ABBV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABBV also has an extended half life BISPECIFIC antibody for both IL23 and TL1A", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish SYRE: ABBV's single bispecific (IL23+TL1A) will outcompete SYRE's two-drug combo plan on trial cost/speed, questioning SYRE's $8-12B valuation; also bearish ORKA on rising competition.", "resolved_tickers": ["ABBV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "$ABBV confirming this morning they are taking forward their extended half life IL23.  Sorry $ORKA.  There’s yet another competitor for you.\n\nOh, and $SYRE…. $ABBV also has an extended half life BISPECIFIC antibody for both IL23 and TL1A.  \n\n$SYRE has both of those programs individually…their plan is to give 2 separate drugs together.  $ABBV already has it as one drug.  This makes a *huge* difference in the clinical trial cost and speed, because $SYRE is going to have to run insanely expensive trials with multiple different combo arms (FDA requiring this).  $ABBV will breeze right through and with much less expense.\n\nSee $JNJ’s P2 UC study enrolling 600 patients (!!!!!!) with 1:2:2:2:2:2 randomization (no, I’m not making a joke - 1:2:2:2:2:2).  \n\nGood luck $SYRE.  Better raise a few billion more.  Going to be a long haul just to compete against a bunch of generics and branded extended half life bispecs antibodies to boot! \n\n“But $SYRE has a4b7 too!!!”\n\nClearly these pharmas aren’t bothered by making these extended half life antibodies themselves.  Why pay a premium (maybe $12B??) on top of the current $8B price tag today for an early stage asset?  Again, this thing is open label P2a stage…….\n\nWe got extended half life antibodies at home.   Pop the bubble.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030408538755221426, "ret_signed_m1d": -0.030408538755221426, "alpha_spy_m1d": -0.03056307195702812, "alpha_c_m1d": -0.03056307195702812, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00015453320180669472, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03644125732901227, "ret_signed_p1d": 0.03644125732901227, "alpha_spy_p1d": 0.026491623801447428, "alpha_c_p1d": 0.026491623801447428, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.009949633527564838, "ret_p1w": 0.0055912472071266706, "ret_signed_p1w": 0.0055912472071266706, "alpha_spy_p1w": -0.02567717455654872, "alpha_c_p1w": -0.02567717455654872, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.03126842176367539, "ret_p1m": 0.06783070220440068, "ret_signed_p1m": 0.06783070220440068, "alpha_spy_p1m": 0.004731708682497837, "alpha_c_p1m": 0.004731708682497837, "bench_spy_p1m": 0.06309899352190285, "bench_c_p1m": 0.06309899352190285, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06783070220440068, "alpha_spy_stated": 0.004731708682497837, "alpha_c_stated": 0.004731708682497837, "price_path": [0.0637, 0.0722, 0.0848, 0.0976, 0.0977, 0.0561, 0.0654, 0.0868, 0.086, 0.082, 0.0745, 0.1066, 0.1261, 0.1327, 0.1126, 0.0913, 0.0935, 0.1162, 0.1112, 0.1038, 0.0929, 0.1289, 0.1395, 0.1376, 0.1489, 0.1302, 0.1193, 0.1064, 0.1042, 0.1075, 0.0963, 0.0686, 0.0772, 0.069, 0.0134, 0.0032, -0.0025, -0.0032, -0.0019, 0.0078, 0.0269, 0.0186, 0.0367, 0.0579, 0.0457, 0.0159, 0.0054, 0.0038, 0.0292, 0.0332, 0.0115, 0.0043, 0.0228, 0.0222, 0.025, 0.022, -0.0009, 0.006, -0.0166, -0.0144, -0.0254, -0.0319, -0.0304, 0.0, 0.0364, 0.0133, 0.0209, 0.0109, 0.0056, -0.0058, -0.0115, -0.0054, 0.0195, 0.0226, 0.0337, 0.0319, 0.0271, 0.0484, 0.0412, 0.052, 0.0579, 0.0453, 0.0565, 0.0723, 0.0678, 0.0443, 0.0565, 0.0649, 0.1032, 0.1145, 0.0941, 0.1056, 0.1033, 0.1024, 0.1169, 0.0868, 0.0911, 0.085, 0.0618, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2062877770271584662", "ticker_idx": 0, "ts": "2026-06-05T12:42:41+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "blue sky scenario here is a $10B/year peak sales drug with a near 4x M&A multiple that puts a 3 handle on the stock price… That multiple is a major sandbag", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: blue-sky M&A scenario implies 3-handle stock price; 2.2x comp multiple is a major sandbag given ABVX's superior data, phase advancement, oral route, and sole MoA status.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@seedy19tron @PickingMyOwn Tell Stephen that an actual “blue sky” scenario here is a $10B/year peak sales drug with a near 4x M&amp;A multiple that puts a 3 handle on the stock price.\n\n---\n\n2.2x from prior IBD M&A comps is of course very low for M&A standards, reflecting the fact that other IBD companies WERE BOUGHT OUT WITH ONLY PHASE 2 DATA *AND WITH MULTIPLE SAME MECHANISM OF ACTION COMPETITORS.\n\n$ABVX is *years* more advanced than prior IBD M&A comps were when they were bought out.  *And* their data is better. *And* the drug is oral.  *AND* they’re the company in the world with this MoA. \n\nThat multiple is a major sandbag", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03348765455291436, "ret_signed_m1d": 0.03348765455291436, "alpha_spy_m1d": 0.006994511951025739, "alpha_c_m1d": 0.039565641018953324, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": -0.006077986466038965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.002264172608771542, "alpha_c_p1d": 0.0023527914729484234, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.0023527914729484234, "ret_p1w": -0.04904950051624091, "ret_signed_p1w": -0.04904950051624091, "alpha_spy_p1w": -0.054744031523043524, "alpha_c_p1w": -0.054277937092141015, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.005228436575900108, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0768, 0.0796, 0.1354, 0.1062, 0.1522, 0.1376, 0.209, 0.2471, 0.2212, 0.2117, 0.1853, 0.1368, 0.0851, 0.0903, 0.0783, 0.0093, -0.0003, 0.0967, 0.1324, 0.1659, 0.1767, 0.1472, 0.1717, 0.238, 0.2424, 0.1948, 0.239, 0.1965, 0.2062, 0.1835, 0.1325, 0.0975, 0.1424, 0.113, 0.1283, 0.1021, 0.0821, 0.0464, 0.1561, 0.1584, 0.1536, 0.2191, 0.2463, 0.2277, 0.2089, 0.2029, 0.1956, 0.2007, 0.1918, 0.128, 0.1184, 0.1202, 0.1809, 0.2216, 0.2015, 0.2451, 0.2778, 0.2755, 0.3063, 0.2774, -0.2859, -0.1121, 0.0335, 0.0, 0.0, 0.0117, -0.0345, -0.0065, -0.049, -0.0322, -0.0397, -0.0136, -0.0234, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065789337422209273", "ticker_idx": 0, "ts": "2026-06-13T13:32:13+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's also a good thing for $ABVX, since their longer term (5-7 years) P2 dataset shows no such time-dependent risk. Every angle I look at this from = no black box.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: 5-7yr Phase 2 data shows no time-dependent cancer risk, supporting no black box warning outcome.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Accumulating/accelerating of cases with longer time is discussed in FDA review docs.  It is a known criterion the fda uses to evaluate these risks and was part of the problem for JAKis.\n\nIt’s also a good thing for $ABVX, since their longer term (5-7 years) P2 dataset shows no such time-dependent risk. \n\nEvery angle I look at this from = no black box.", "reply_text": null, "parent_text": "@Clarksterh @A_May_MD Totally agree that the cancers propably emerge too quickly. But afaik there isn‘t a publically available data set that lists the occurence of NMSC case by case by time of occurence after starting a therapy. So who knows when curves separate?", "quoted_text": null, "parent_author": "cluelessbio", "ret_m1d": -0.017402799178671602, "ret_signed_m1d": -0.017402799178671602, "alpha_spy_m1d": -7.439779325557616e-05, "alpha_c_m1d": -0.02342018535577961, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007734603294398235, "ret_signed_p1d": -0.007734603294398235, "alpha_spy_p1d": -0.0017730404501641317, "alpha_c_p1d": -0.00806165576321527, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2492, 0.2886, 0.2619, 0.252, 0.2247, 0.1746, 0.1212, 0.1266, 0.1142, 0.0428, 0.033, 0.1332, 0.1701, 0.2047, 0.2159, 0.1854, 0.2107, 0.2792, 0.2837, 0.2346, 0.2803, 0.2363, 0.2464, 0.2229, 0.1702, 0.134, 0.1804, 0.15, 0.1659, 0.1388, 0.1182, 0.0812, 0.1946, 0.1969, 0.192, 0.2597, 0.2878, 0.2686, 0.2491, 0.2429, 0.2354, 0.2407, 0.2314, 0.1656, 0.1556, 0.1574, 0.2202, 0.2623, 0.2415, 0.2865, 0.3203, 0.3179, 0.3498, 0.3199, -0.2622, -0.0825, 0.0679, 0.0333, 0.0333, 0.0454, -0.0023, 0.0266, -0.0174, 0.0, -0.0077, 0.0192, 0.0091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065535641912311990", "ticker_idx": 0, "ts": "2026-06-12T20:44:07+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I cannot believe the degree to which we can disprove the $ABVX \"cancer risk\" crap while the market continues to completely price it in as real", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: cancer risk narrative is disproven by patient-level data yet market still prices it in, implying significant upside as the fear unwinds.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "I cannot believe the degree to which we can disprove the $ABVX “cancer risk” crap while the market continues to completely price it in as real 🤷🏻‍♂️🤷🏻‍♂️🤷🏻‍♂️🤷🏻‍♂️🤷🏻‍♂️", "reply_text": null, "parent_text": null, "quoted_text": "$ABVX\n\nNow that you have details from Abivax for each patient, see how 23 non-NMSC and 6 NMSC cases were reviewed for omvoh resulting in conclusion that not induced by the drug as the rate was still within the background rate for UC patients. Also, FDA review below.", "parent_author": null, "ret_m1d": -0.017402799178671602, "ret_signed_m1d": -0.017402799178671602, "alpha_spy_m1d": -7.439779325557616e-05, "alpha_c_m1d": -0.02342018535577961, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007734603294398235, "ret_signed_p1d": -0.007734603294398235, "alpha_spy_p1d": -0.0017730404501641317, "alpha_c_p1d": -0.00806165576321527, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2492, 0.2886, 0.2619, 0.252, 0.2247, 0.1746, 0.1212, 0.1266, 0.1142, 0.0428, 0.033, 0.1332, 0.1701, 0.2047, 0.2159, 0.1854, 0.2107, 0.2792, 0.2837, 0.2346, 0.2803, 0.2363, 0.2464, 0.2229, 0.1702, 0.134, 0.1804, 0.15, 0.1659, 0.1388, 0.1182, 0.0812, 0.1946, 0.1969, 0.192, 0.2597, 0.2878, 0.2686, 0.2491, 0.2429, 0.2354, 0.2407, 0.2314, 0.1656, 0.1556, 0.1574, 0.2202, 0.2623, 0.2415, 0.2865, 0.3203, 0.3179, 0.3498, 0.3199, -0.2622, -0.0825, 0.0679, 0.0333, 0.0333, 0.0454, -0.0023, 0.0266, -0.0174, 0.0, -0.0077, 0.0192, 0.0091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2020232779561128375", "ticker_idx": 0, "ts": "2026-02-07T20:26:43+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sure, the current GLP-1 drama looks bad for $HIMS. In the long run, if other growth verticals don't turn this ship around, the current crisis could evolve into something existential for the $5B company we see today.", "tweet_type": "analysis", "timeline": "years", "summary": "Short HIMS: FDA crackdown on GLP-1 ops threatens ~1/3 of revenue, core business slowing, no moat, and $1B convertible debt maturity wall in 2030 could be existential.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Do people even realize how bad things could get for $HIMS?\n\nFlash back to my post on $HIMS 6 months ago, where I was already highlighting a little-recognized/understood threat for HIMS that could seriously destabilize the company/stock...\n\n👉👉The convertible debt deal.\n\nIn May the company sold convertible $1B worth of convertible notes at a ~$70 strike price, with 0% interest, maturing in 2030.\n\nThe stock was slightly <$60 at the time.  Naturally retail bulls pumped this deal as \"selling stock to hedge funds at $70 when the stock was under $60!!!\"\n\nIt's obviously idiotic to believe that hedge funds are that stupid, but nobody seemed interested in actually understanding how the deal works.\n\nThose notes could act as either stock in the company, or debt owed by the company to the noteholder, and $HIMS doesn't get to decide which - the market/noteholders do.  For brevity, I won't discuss *why* hedge funds wanted to do this deal, but it was NOT because they were super bullish $HIMS, like arrogant and foolish retail longs touted.\n\nSo, simplistically, there are two possible outcomes from this deal:\n\n1⃣ The good:  $HIMS does great, the stock in 2030 is >$70, and the convertible notes become shares.  This makes sense, because the noteholders paid $70 for the notes - if the stock is at $100 in 2030, they want to turn those notes into shares!\n      ↪️New shares in the company are minted, so the existing shareholders are diluted a little and the market cap of the company increases.  However, this was a good move, because ultimately the company raised cash *above market price* in 2025 to foster growth.  Their aggressive financing (or gamble, as I see it) paid off.\n\n2⃣ The bad:  $HIMS does poorly, the stock in 2030 is <$70, and the convertible notes become debt.  Simplistically, the noteholders demand repayment of the $1B they spent on these convertible notes, and $HIMS is now on the hook for paying out money they don't have.  Now, in such a situation where the stock is suffering in 2030, the company obviously aren't sitting on a mountain of unused cash.  They CAN'T pay this money back.  The noteholders also don't want to drive the company into insolvency if they can avoid it, because their $1B investment is on the hook here!\n\nSo, in reality what often happens is a form of refinancing/restructuring, such as offering new converts with much less favorable terms, or true debt with terms that are reasonable enough to allow the company to survive, but likely too unfavorable for the stock to do well.  Of course, if things get really bad for $HIMS, this deal could ultimately be a major part of a death spiral/insolvency process. \n\n↪️Let's say that the stock is at $20 in 2030, where it trades today.  *If* noteholders are willing to stay exposed to a form of equity, Hims would likely have to dilute existing shareholders by about 3x more than they'd have to in the \"success\" scenario (with original strikes having been at $70).\n\n$HIMS would basically have two options.  Print new converts/shares like they're Weimar Reichsmarks, or be a billion dollars in debt.  Both outcomes are disastrous for existing shareholders, ESPECIALLY in a scenario where $HIMS has done so poorly that their stock is still this \"cheap\" in 2030.\n\nNow, in the current day, the big threat for $HIMS is that their antics with the GLP-1 copycat pill have drawn the FDA's ire, and current commentary suggests the FDA is going to go after their entire GLP-1 operation, including the injectables.\n\nThere is no argument that what $HIMS is doing with the injectables is legitimate.  None.  It has been a bizarre examples of regulatory apathy that the $HIMS GLP-1 intellectual property scam hasn't been shut down already.  *If* the FDA and Department of Justice are finally waking up (which it looks they have), the GLP-1 revenues that currently comprise ~1/3 of $HIMS entire business could fall completely flat.\n\nThe company is barely profitable as is.  Their \"low hanging fruit\" verticals like erectile dysfunction and hair loss pills have been slowing/shrinking as competition becomes fierce.  New verticals that longs once hyped as massive growth opportunities have repeatedly failed to deliver...and the company is NOT sitting on some revenue growth secret weapon for no reason.  There isn't one.  This is, and always has been, a generic drug company selling generic drugs at marked up prices thanks to smooth marketing.  No moat.  No innovation.\n\nIf GLP-1s are gone, this company that is barely profitable as-is will be losing ~1/3 of their revenue in a flash.  Sure, someday they'll be able to offer the GLP-1s again when the drugs go generic...BUT SO WILL EVERYONE ELSE.  This will be reflected in the same poor margins and high CAC that have inverted the growth curves of the ED and hair loss verticals.\n\nPlease understand this:\n\n$HIMS' \"edge\" in the GLP-1 compounding industry has come only from the fact that they were willing to do something blatantly wrong and cross lines that other compounders weren't willing to cross.  They should, and apparently are going to, be punished for this.\n\nHere's the recipe for disaster:\n1⃣Take a minimally profitable \"growth\" company that has a consistently slowing core business\n2⃣Launch new verticals and expand into new territories that fail to generate meaningful growth\n3⃣Regulators attack the GLP-1 IP scam, making you subtract 1/3 of your revenue and only consistent source of growth \n4⃣Add in mounting legal costs over said GLP-1 scams\n5⃣At the end of all that, encounter a 1-billion-dollar-high debt maturity wall in 2030, which the company itself foolishly built in 2025 when they thought they could do no wrong.\n\nSure, the current GLP-1 drama looks bad for $HIMS.  In the long run, if other growth verticals don't turn this ship around, the current crisis could evolve into something existential for the $5B company we see today.\n\n---\n\nAnd just for the record, the hedge funds who bought these $HIMS convert notes in May largely did it because they wanted to *short* the stock.  Not because they were “getting hosed” by retail and Dudum by buying notes above market value. \n\nThey aren’t idiots, and many of them were likely NOT $HIMS bulls. \n\n$HIMS basically monetized their stock’s tendency to short squeeze, and in so doing prevented any major squeeze from ever happening again.  \n\nUnironically, few understand this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.19089501027531042, "ret_signed_m1d": -0.19089501027531042, "alpha_spy_m1d": -0.1956936875023504, "alpha_c_m1d": -0.1956936875023504, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1081220983361072, "ret_signed_p1d": 0.1081220983361072, "alpha_spy_p1d": 0.10548495237792577, "alpha_c_p1d": 0.10548495237792577, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.1583031287128791, "ret_signed_p1w": 0.1583031287128791, "alpha_spy_p1w": 0.1423076558502826, "alpha_c_p1w": 0.1423076558502826, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": 0.3388514879934228, "ret_signed_p1m": -0.3388514879934228, "alpha_spy_p1m": -0.36424236253999065, "alpha_c_p1m": -0.36424236253999065, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": 0.5075012677010686, "ret_signed_p3m": -0.5075012677010686, "alpha_spy_p3m": -0.43924131982504333, "alpha_c_p3m": -0.43924131982504333, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [1.148, 1.1226, 1.1236, 1.0564, 1.0186, 0.865, 0.9131, 0.8407, 0.8758, 0.8536, 0.7393, 0.7957, 0.9545, 0.9188, 0.9865, 1.0569, 0.9405, 0.8784, 0.9177, 1.0704, 1.0279, 1.0238, 1.06, 0.9596, 0.954, 0.925, 0.8753, 0.9069, 0.8091, 0.7988, 0.8396, 0.8132, 0.8003, 0.7936, 0.775, 0.7641, 0.7093, 0.6798, 0.7284, 0.7957, 0.8345, 0.8345, 0.7522, 0.6394, 0.673, 0.6658, 0.6203, 0.6156, 0.6234, 0.5763, 0.4946, 0.5789, 0.5323, 0.5665, 0.5354, 0.4832, 0.5453, 0.4014, 0.3678, 0.3213, 0.2623, 0.2147, 0.1909, 0.0, -0.1081, -0.1366, -0.1826, -0.1568, -0.1583, -0.1805, -0.1816, -0.1914, -0.1976, -0.2002, -0.1816, -0.193, -0.2488, -0.1474, -0.1816, -0.149, -0.1785, -0.1857, 0.1464, 0.2142, 0.3389, 0.2333, 0.2814, 0.2871, 0.2923, 0.1976, 0.2499, 0.1392, 0.1619, 0.104, 0.0781, 0.0792, 0.0026, -0.0285, 0.074, 0.0264, -0.0098, 0.0517, 0.0088, 0.0031, 0.0217, 0.0052, 0.0942, 0.105, 0.2566, 0.3963, 0.4909, 0.6042, 0.5396, 0.5008, 0.4563, 0.581, 0.5204, 0.4439, 0.3621, 0.4056, 0.418, 0.4108, 0.3621, 0.3906, 0.327, 0.4625, 0.5075, 0.2949, 0.2488, 0.254, 0.2959, 0.1531, 0.1609, 0.1919, 0.2421, 0.2287, 0.2338, 0.3037, 0.313, 0.3528, 0.4361, 0.4232, 0.4232, 0.449, 0.3549, 0.4056, 0.4992, 0.4371, 0.4935, 0.3875, 0.5608, 0.628, 0.6498, 0.835, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2062124286278533609", "ticker_idx": 0, "ts": "2026-06-03T10:48:36+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "severely oversold at these prices…the drug replaces JAK inhibitors", "tweet_type": "analysis", "timeline": "unspecified", "summary": "ABVX severely oversold; drug is objectively superior to Rinvoq in every metric, positioned to replace JAK inhibitors in a multi-billion IBD market.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "At worst $ABVX is a *more effective* Rinvoq without the need for lab monitoring and with a far superior safety label (even if it does get 1 black box bullet point). \n\nIt’s objectively better than Rinvoq in every way even in the *worst* case scenario, and the JAKis do several billion in IBD already (peaks will be higher). \n\nThat’s why I really really don’t understand the $ABVX price action…even if you *do* think the cancer risk leads to a black box….it’s *severely* oversold at these prices…the drug replaces JAK inhibitors…", "reply_text": null, "parent_text": "$ABVX 50% remission and a 40% pbo adjusted delta with random incidences of common cancers over many hundreds of patient years. At worst, it's Rinvoq without the need for monitoring. I wouldn't be surprised if the pending offering is once again up sized and oversubscribed.", "quoted_text": null, "parent_author": "bioadvo", "ret_m1d": -0.1957848167180808, "ret_signed_m1d": -0.1957848167180808, "alpha_spy_m1d": -0.2028515878601015, "alpha_c_m1d": -0.1879907866842757, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": -0.007794030033805077, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16394895761653494, "ret_signed_p1d": 0.16394895761653494, "alpha_spy_p1d": 0.1601702718543958, "alpha_c_p1d": 0.13324750939150287, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.03070144822503207, "ret_p1w": 0.08740984048853173, "ret_signed_p1w": 0.08740984048853173, "alpha_spy_p1w": 0.12560722199519336, "alpha_c_p1w": 0.051489793439134734, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": 0.035920047049397, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2953, 0.2501, 0.2128, 0.2159, 0.2788, 0.2458, 0.2976, 0.2812, 0.3616, 0.4045, 0.3754, 0.3647, 0.3349, 0.2803, 0.2221, 0.228, 0.2144, 0.1367, 0.1259, 0.2352, 0.2753, 0.313, 0.3252, 0.2921, 0.3196, 0.3942, 0.3992, 0.3456, 0.3955, 0.3475, 0.3585, 0.3329, 0.2754, 0.2361, 0.2866, 0.2535, 0.2708, 0.2413, 0.2187, 0.1785, 0.3021, 0.3046, 0.2993, 0.373, 0.4037, 0.3827, 0.3615, 0.3547, 0.3465, 0.3523, 0.3422, 0.2704, 0.2596, 0.2616, 0.33, 0.3758, 0.3532, 0.4022, 0.439, 0.4365, 0.4712, 0.4386, -0.1958, 0.0, 0.1639, 0.1262, 0.1262, 0.1394, 0.0874, 0.1189, 0.071, 0.09, 0.0815, 0.1109, 0.0998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037930332536659994", "ticker_idx": 0, "ts": "2026-03-28T16:30:28+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR is *CLEARLY* the biggest direct beneficiary of this in the entire market. As always, I'm biased, but I'm just mind blown that this isn't already a $100 stock.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish NKTR as prime beneficiary of amlitelimab's safety crisis; bearish SNY as OX40 program faces discontinuation.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "🚨🚨🚨 The 2nd case of amlitelimab (OX40) induced Kaposi sarcoma was just disclosed by $SNY today at AAD.\n\nSomehow $NKTR is still in the double digits…*surely* the complete death of Amlitelimab would change this?\n\nUp until very recently (weeks) $SNY has *still* been projecting amlitelimab to be a $3-$5B peak sales drug in atopic derm ALONE.\n\nIf Amli is discontinued (as it should be) $NKTR’s rezpeg would be slated to be the next new MoA on the market for AtD, and THE ONLY non-IL4/13 biologic besides the ineffective Nemluvio (…which is still going to be a $4B+ peak mega blockbuster despite its lack of efficacy……..)\n\nRight now, $NKTR’s efficacy vastly exceeds nemluvio’s and beats OX40’s by a healthy ~10% delta.  All of that WITHOUT causing cancer.  $3-$5B peak for OX40???  What’s $NKTR worth?\n\nOH! And that’s just the sales projections for AtD…I expect that soon the market will wake up to the fact that Rezpeg is a legitimate drug for alopecia areata too, which currently seems to be priced totally out of the stock.  \n\nIMO $NKTR already went into the weekend the most mispriced name in my book.  Now the death knell for OX40 is coming into view.  $NKTR is *CLEARLY* the biggest direct beneficiary of this in the entire market. \n\nAs always, I’m biased, but I’m just mind blown that this isn’t already a $100 stock.  Let’s see if the market starts to accept that OX40 is finally done for.  That could be explosive news for $NKTR.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05226059252274906, "ret_signed_m1d": 0.05226059252274906, "alpha_spy_m1d": 0.04890598607535912, "alpha_c_m1d": 0.05615443752944804, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": -0.0038938450066989816, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10268194556693011, "ret_signed_p1d": 0.10268194556693011, "alpha_spy_p1d": 0.07361407978217294, "alpha_c_p1d": 0.0832827441759636, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.019399201390966514, "ret_p1w": 0.16842908603478213, "ret_signed_p1w": 0.16842908603478213, "alpha_spy_p1w": 0.12531002340739272, "alpha_c_p1w": 0.1493079633817942, "bench_spy_p1w": 0.043119062627389404, "bench_c_p1w": 0.019121122652987932, "ret_p1m": 0.2750957386703783, "ret_signed_p1m": 0.2750957386703783, "alpha_spy_p1m": 0.14912452951122313, "alpha_c_p1m": 0.28190988785978033, "bench_spy_p1m": 0.12597120915915516, "bench_c_p1m": -0.006814149189402041, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2750957386703783, "alpha_spy_stated": 0.14912452951122313, "alpha_c_stated": 0.28190988785978033, "price_path": [-0.3182, -0.3451, -0.3579, -0.352, -0.3346, -0.3185, -0.3415, -0.3332, -0.3649, -0.3914, -0.4058, -0.4394, -0.4469, -0.4581, -0.4225, -0.4448, -0.4342, -0.4402, -0.4313, -0.4302, -0.4172, -0.4497, -0.4601, -0.4279, -0.4158, -0.4044, -0.4231, -0.4618, -0.4359, -0.4319, -0.1418, 0.0169, 0.0881, 0.0932, 0.1313, 0.1215, 0.132, 0.13, 0.1283, 0.0486, 0.0785, 0.01, 0.0572, 0.0477, 0.0438, 0.0898, 0.1103, 0.0835, 0.0598, 0.1045, 0.1238, 0.0783, 0.1226, 0.1067, 0.1503, 0.1215, 0.147, 0.1068, 0.1393, 0.1182, 0.1047, 0.0877, 0.0523, 0.0, 0.1027, 0.1603, 0.1799, 0.1451, 0.1684, 0.1507, 0.1931, 0.1877, 0.233, 0.2454, 0.2754, 0.2872, 0.3005, 0.5379, 0.5044, 0.4284, 0.3986, 0.4051, 0.3293, 0.2844, 0.2751, 0.3033, 0.3251, 0.3316, 0.2898, 0.3041, 0.2777, 0.255, 0.2064, 0.202, 0.164, 0.1392, 0.0823, 0.0487, 0.0357, 0.065, 0.051, 0.0208, 0.0048, 0.0023, -0.0037, -0.0057, -0.0213, -0.1025, -0.0923, -0.091, -0.1215, -0.1323, -0.1382, -0.1298, -0.0926, -0.09, -0.0628, -0.0763, -0.0664, -0.0664, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2028823073915277785", "ticker_idx": 0, "ts": "2026-03-03T13:21:29+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR is, IMO, the single most undervalued name I can find in biotech", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NKTR as the most undervalued biotech name; bearish SNY whose $3-5B Amli peak-sales projection is a pipe dream as OX40 faces more Kaposi sarcoma cases.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "More cases of Kaposi sarcoma for OX40. OX. 40. Is. Done.  $SNY still projecting $3-$5B peak sales for Amli is a pipe dream.  This value is going to $NKTR. \n\n$NKTR is, IMO, the single most undervalued name I can find in biotech.  It was *before* this news.  Now…\n\n📈 📈 📈\n\n---\n\nMarket is out of its fucking mind with this $NKTR valuation IMO.  About all I can say at this point 🤷🏻‍♂️", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0036705329284933974, "ret_signed_m1d": 0.0036705329284933974, "alpha_spy_m1d": -0.005222190071649591, "alpha_c_m1d": -0.00774953917666954, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.011420072105162937, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04404639514192055, "ret_signed_p1d": 0.04404639514192055, "alpha_spy_p1d": 0.03699112937442606, "alpha_c_p1d": 0.042068595993567826, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.0019777991483527213, "ret_p1w": 0.05814122814544209, "ret_signed_p1w": 0.05814122814544209, "alpha_spy_p1w": 0.06277144359774223, "alpha_c_p1w": 0.08104549711439613, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.022904268968954034, "ret_p1m": 0.11158417862304382, "ret_signed_p1m": 0.11158417862304382, "alpha_spy_p1m": 0.14583314402179315, "alpha_c_p1m": 0.16519335659642387, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.05360917797338005, "ret_p3m": -0.14021434666686983, "ret_signed_p3m": -0.14021434666686983, "alpha_spy_p3m": -0.2597362812956737, "alpha_c_p3m": -0.07808488464426933, "bench_spy_p3m": 0.1195219346288039, "bench_c_p3m": -0.0621294620226005, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11158417862304382, "alpha_spy_stated": 0.14583314402179315, "alpha_c_stated": 0.16519335659642387, "price_path": [-0.0426, -0.1028, -0.1947, -0.1612, -0.153, -0.1646, -0.159, -0.137, -0.1523, -0.2494, -0.1969, -0.2174, -0.2782, -0.333, -0.354, -0.3123, -0.3616, -0.3472, -0.3549, -0.3468, -0.3726, -0.3848, -0.3792, -0.3625, -0.3471, -0.3691, -0.3612, -0.3916, -0.417, -0.4308, -0.4629, -0.4701, -0.4808, -0.4468, -0.4681, -0.4579, -0.4637, -0.4551, -0.4541, -0.4416, -0.4728, -0.4827, -0.4519, -0.4403, -0.4295, -0.4474, -0.4844, -0.4596, -0.4557, -0.1778, -0.0258, 0.0424, 0.0473, 0.0838, 0.0744, 0.0844, 0.0825, 0.0809, 0.0046, 0.0332, -0.0324, 0.0128, 0.0037, 0.0, 0.044, 0.0637, 0.038, 0.0153, 0.0581, 0.0766, 0.033, 0.0755, 0.0602, 0.102, 0.0744, 0.0988, 0.0603, 0.0915, 0.0712, 0.0583, 0.042, 0.0081, -0.042, 0.0564, 0.1116, 0.1304, 0.097, 0.1194, 0.1023, 0.143, 0.1379, 0.1812, 0.1931, 0.2218, 0.2332, 0.2459, 0.4734, 0.4412, 0.3684, 0.3399, 0.3461, 0.2735, 0.2305, 0.2216, 0.2486, 0.2694, 0.2757, 0.2356, 0.2493, 0.224, 0.2023, 0.1558, 0.1515, 0.1151, 0.0913, 0.0369, 0.0047, -0.0078, 0.0203, 0.0069, -0.022, -0.0374, -0.0398, -0.0455, -0.0474, -0.0624, -0.1402, -0.1304, -0.1292, -0.1584, -0.1687, -0.1744, -0.1663, -0.1307, -0.1282, -0.1022, -0.1151, -0.1056, -0.1056, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2028823073915277785", "ticker_idx": 1, "ts": "2026-03-03T13:21:29+00:00", "symbol": "SNY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNY still projecting $3-$5B peak sales for Amli is a pipe dream", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NKTR as the most undervalued biotech name; bearish SNY whose $3-5B Amli peak-sales projection is a pipe dream as OX40 faces more Kaposi sarcoma cases.", "resolved_tickers": ["SNY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "More cases of Kaposi sarcoma for OX40. OX. 40. Is. Done.  $SNY still projecting $3-$5B peak sales for Amli is a pipe dream.  This value is going to $NKTR. \n\n$NKTR is, IMO, the single most undervalued name I can find in biotech.  It was *before* this news.  Now…\n\n📈 📈 📈\n\n---\n\nMarket is out of its fucking mind with this $NKTR valuation IMO.  About all I can say at this point 🤷🏻‍♂️", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.025607834513677874, "ret_signed_m1d": -0.025607834513677874, "alpha_spy_m1d": -0.016715111513534886, "alpha_c_m1d": -0.016715111513534886, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.008892723000142988, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005379868520213882, "ret_signed_p1d": 0.005379868520213882, "alpha_spy_p1d": 0.012435134287708371, "alpha_c_p1d": 0.012435134287708371, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.00705526576749449, "ret_p1w": -0.05379816534110771, "ret_signed_p1w": 0.05379816534110771, "alpha_spy_p1w": 0.04916794988880757, "alpha_c_p1w": 0.04916794988880757, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": 0.02711421849377893, "ret_signed_p1m": -0.02711421849377893, "alpha_spy_p1m": -0.06136318389252826, "alpha_c_p1m": -0.06136318389252826, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": -0.02788040700959815, "ret_signed_p3m": 0.02788040700959815, "alpha_spy_p3m": 0.14740234163840205, "alpha_c_p3m": 0.14740234163840205, "bench_spy_p3m": 0.1195219346288039, "bench_c_p3m": 0.1195219346288039, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02711421849377893, "alpha_spy_stated": -0.06136318389252826, "alpha_c_stated": -0.06136318389252826, "price_path": [0.0734, 0.0749, 0.0727, 0.0693, 0.0523, 0.0658, 0.0424, 0.0293, 0.0385, 0.0514, 0.0476, 0.0291, 0.0209, 0.0359, 0.0327, 0.0368, 0.0336, 0.0398, 0.0407, 0.043, 0.0405, 0.0488, 0.0428, 0.0379, 0.0224, 0.0366, 0.0409, 0.0357, 0.0551, 0.0243, 0.0157, 0.0306, 0.0215, 0.0026, -0.0157, -0.0062, 0.0006, 0.0157, 0.0185, 0.0219, -0.0151, -0.0058, 0.0123, 0.0172, 0.0219, 0.0346, 0.0219, 0.0293, 0.0387, 0.0465, 0.0598, 0.0121, -0.0099, -0.0009, -0.0071, 0.0196, 0.0062, 0.0161, 0.0181, 0.0241, 0.0405, 0.0471, 0.0256, 0.0, -0.0054, -0.0316, -0.0413, -0.0456, -0.0538, -0.0544, -0.0611, -0.0618, -0.0536, -0.0519, -0.0594, -0.0243, -0.0402, -0.0366, -0.0286, -0.0095, 0.0032, 0.0067, 0.0054, 0.0368, 0.0271, 0.0306, 0.0243, 0.0077, 0.0144, 0.0131, 0.0062, 0.0105, 0.0252, 0.0334, 0.0269, 0.0342, 0.0327, 0.0142, 0.0093, 0.0228, 0.0067, -0.0123, -0.0112, -0.0095, 0.0024, -0.0084, -0.0154, -0.0152, -0.0058, -0.0192, -0.0163, -0.0347, -0.0265, -0.0365, -0.0267, -0.0304, -0.0111, -0.0108, 0.0146, 0.0203, 0.006, 0.0028, 0.0091, 0.006, -0.0081, -0.0242, -0.0279, -0.0376, 0.008, 0.0225, -0.0034, 0.016, -0.0104, 0.0019, 0.0051, -0.0052, 0.0005, -0.0347, -0.0347, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2051903489849094253", "ticker_idx": 0, "ts": "2026-05-06T05:54:49+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO raised guidance. Thank God. Even European trading hasn't started yet, but this should open green.", "tweet_type": "prediction", "timeline": "days", "summary": "NVO raised guidance; expects the stock to open green on the news.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NVO raised guidance.  Thank God.  Even European trading hasn’t started yet, but this should open green.\n\nBack to bed!\n\n---\n\nChuckled a bit at Doustar's not at all subtle ploy to show us how small the Wegovy pill is in the $NVO video announcement from this morning.\n\nClearly trying to show people this is not like the giant Rybelsus pills.  Bet you some \"analysts\" are surprised to learn this fact since I have seen \"horse pill\" come up as a bear point for oral Wegovy 😅\n\n---\n\nDoustdar* sorry king", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019449288074594007, "ret_signed_m1d": -0.019449288074594007, "alpha_spy_m1d": -0.005740433234571629, "alpha_c_m1d": -0.005740433234571629, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.013708854840022378, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0008741459133427831, "ret_signed_p1d": 0.0008741459133427831, "alpha_spy_p1d": 0.003940228332413365, "alpha_c_p1d": 0.003940228332413365, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.0030660824190705815, "ret_p1w": 0.028846231598315786, "ret_signed_p1w": 0.028846231598315786, "alpha_spy_p1w": 0.017290447226905536, "alpha_c_p1w": 0.017290447226905536, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.01155578437141025, "ret_p1m": -0.06118879676057498, "ret_signed_p1m": -0.06118879676057498, "alpha_spy_p1m": -0.06625810194755688, "alpha_c_p1m": -0.06625810194755688, "bench_spy_p1m": 0.005069305186981898, "bench_c_p1m": 0.005069305186981898, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.028846231598315786, "alpha_spy_stated": 0.017290447226905536, "alpha_c_stated": 0.017290447226905536, "price_path": [-0.0052, -0.0864, 0.0043, 0.0407, 0.0355, 0.0274, 0.0314, 0.0449, 0.0407, 0.0378, 0.0213, -0.0004, -0.1646, -0.1865, -0.1956, -0.207, -0.2106, -0.204, -0.2272, -0.1884, -0.1764, -0.1867, -0.1614, -0.1838, -0.1815, -0.1985, -0.1998, -0.1867, -0.1899, -0.2106, -0.2184, -0.2299, -0.2238, -0.2224, -0.2342, -0.2327, -0.2403, -0.2288, -0.1969, -0.2028, -0.1919, -0.1986, -0.1934, -0.1781, -0.1818, -0.1801, -0.17, -0.1407, -0.1082, -0.1056, -0.1145, -0.1158, -0.1385, -0.1444, -0.1582, -0.1003, -0.0997, -0.1003, -0.1195, -0.0774, -0.0411, -0.0299, -0.0194, 0.0, 0.0009, 0.0068, 0.014, 0.0271, 0.0288, 0.0009, -0.0223, -0.0323, -0.0323, -0.0151, -0.0299, -0.0175, -0.0343, -0.0264, -0.0055, -0.0039, -0.0369, -0.0621, -0.0822, -0.0439, -0.0612, -0.1036, -0.078, -0.0645, -0.0393, -0.0411, -0.0402, -0.0483, -0.049, -0.0562, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2064523401717305750", "ticker_idx": 0, "ts": "2026-06-10T01:41:50+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The sun coming up each day is bad news for Nektar", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisively bearish on Nektar; every passing day is bad news for the stock.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MashReez @PickingMyOwn @Getoutofmyway1 The sun coming up each day is bad news for Nektar", "reply_text": null, "parent_text": "@PickingMyOwn @Getoutofmyway1 @A_May_MD So is this bad news for NKTR ?", "quoted_text": null, "parent_author": "MashReez", "ret_m1d": -0.009686496105757003, "ret_signed_m1d": 0.009686496105757003, "alpha_spy_m1d": 0.025704592920374747, "alpha_c_m1d": 0.02093936592597978, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.011252869820222777, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.042796765717117324, "ret_signed_p1d": -0.042796765717117324, "alpha_spy_p1d": -0.02579991783036939, "alpha_c_p1d": -0.03468430130847855, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.008112464408638775, "ret_p1w": 0.07291298835247528, "ret_signed_p1w": -0.07291298835247528, "alpha_spy_p1w": -0.05150497020234934, "alpha_c_p1w": -0.08691363803644814, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": -0.014000649683972854, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2915, 0.2392, 0.2901, 0.2718, 0.3219, 0.2888, 0.3181, 0.2719, 0.3093, 0.285, 0.2695, 0.2499, 0.2092, 0.1492, 0.2672, 0.3334, 0.3559, 0.316, 0.3427, 0.3223, 0.3711, 0.3649, 0.4169, 0.4311, 0.4657, 0.4792, 0.4945, 0.7673, 0.7288, 0.6414, 0.6073, 0.6147, 0.5277, 0.476, 0.4653, 0.4977, 0.5227, 0.5303, 0.4822, 0.4986, 0.4683, 0.4422, 0.3864, 0.3813, 0.3376, 0.3091, 0.2437, 0.2052, 0.1902, 0.2238, 0.2078, 0.1731, 0.1546, 0.1518, 0.1449, 0.1427, 0.1247, 0.0313, 0.0431, 0.0446, 0.0095, -0.0028, -0.0097, 0.0, 0.0428, 0.0458, 0.077, 0.0615, 0.0729, 0.0729, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2016909993149419981", "ticker_idx": 0, "ts": "2026-01-29T16:23:09+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it'll keep going down", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS; expects continued decline.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TheRealBirnbaum @Cattletech You know we can both be right based on different timelines, you just don’t get to decide that someone is wrong even though the stock has collapsed since you said you were bullish and I said I was bearish.\n\nAnyway, it’ll keep going down.  Enjoy that.", "reply_text": null, "parent_text": "@A_May_MD @Cattletech Dude you are insufferable. Are we talking about your short position? No. You are. I bought $HIMS way below current prices. I’m aiming to hold for 10-20 years. I’m doing just fine, and so is the business. Literally none of your predictions have come true—litigation collapse,", "quoted_text": null, "parent_author": "TheRealBirnbaum", "ret_m1d": -0.040174112126682204, "ret_signed_m1d": 0.040174112126682204, "alpha_spy_m1d": 0.042162434863731835, "alpha_c_m1d": 0.042162434863731835, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": 0.0019883227370496304, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09306999024231888, "ret_signed_p1d": 0.09306999024231888, "alpha_spy_p1d": 0.09008741772755213, "alpha_c_p1d": 0.09008741772755213, "bench_spy_p1d": -0.002982572514766746, "bench_c_p1d": -0.002982572514766746, "ret_p1w": -0.21392705448484572, "ret_signed_p1w": 0.21392705448484572, "alpha_spy_p1w": 0.19026848937134289, "alpha_c_p1w": 0.19026848937134289, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": -0.02365856511350284, "ret_p1m": -0.44827589289551284, "ret_signed_p1m": 0.44827589289551284, "alpha_spy_p1m": 0.43723915454402074, "alpha_c_p1m": 0.43723915454402074, "bench_spy_p1m": -0.011036738351492104, "bench_c_p1m": -0.011036738351492104, "ret_p3m": -0.0903917203575394, "ret_signed_p3m": 0.0903917203575394, "alpha_spy_p3m": 0.12869305796209762, "alpha_c_p3m": 0.12869305796209762, "bench_spy_p3m": 0.03830133760455823, "bench_c_p3m": 0.03830133760455823, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.44827589289551284, "alpha_spy_stated": 0.43723915454402074, "alpha_c_stated": 0.43723915454402074, "price_path": [0.5775, 0.5611, 0.4751, 0.5219, 0.4861, 0.4325, 0.464, 0.39, 0.3736, 0.3743, 0.3308, 0.3063, 0.2069, 0.238, 0.1912, 0.2139, 0.1995, 0.1255, 0.162, 0.2648, 0.2417, 0.2856, 0.3311, 0.2558, 0.2156, 0.241, 0.3398, 0.3124, 0.3097, 0.3331, 0.2682, 0.2645, 0.2457, 0.2136, 0.234, 0.1707, 0.164, 0.1905, 0.1734, 0.165, 0.1607, 0.1486, 0.1416, 0.1061, 0.087, 0.1185, 0.162, 0.1871, 0.1871, 0.1339, 0.0609, 0.0827, 0.078, 0.0485, 0.0455, 0.0506, 0.0201, -0.0328, 0.0218, -0.0084, 0.0137, -0.0064, -0.0402, 0.0, -0.0931, -0.1148, -0.145, -0.1831, -0.2139, -0.2293, -0.3529, -0.4228, -0.4412, -0.471, -0.4543, -0.4553, -0.4697, -0.4704, -0.4767, -0.4807, -0.4824, -0.4704, -0.4777, -0.5139, -0.4483, -0.4704, -0.4493, -0.4684, -0.473, -0.2581, -0.2143, -0.1336, -0.2019, -0.1707, -0.1671, -0.1637, -0.225, -0.1912, -0.2628, -0.2481, -0.2856, -0.3023, -0.3016, -0.3512, -0.3713, -0.305, -0.3358, -0.3592, -0.3194, -0.3472, -0.3509, -0.3388, -0.3495, -0.2919, -0.2849, -0.1868, -0.0964, -0.0352, 0.0382, -0.0037, -0.0288, -0.0576, 0.0231, -0.0161, -0.0656, -0.1185, -0.0904, -0.0824, -0.087, -0.1185, -0.1001, -0.1413, -0.0536, -0.0244, -0.162, -0.1918, -0.1885, -0.1614, -0.2538, -0.2487, -0.2287, -0.1962, -0.2049, -0.2015, -0.1563, -0.1503, -0.1245, -0.0706, -0.079, -0.079, -0.0623, -0.1232, -0.0904, -0.0298, -0.07, -0.0335, -0.1021, 0.01, 0.0536, 0.0676, 0.1875, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2027460504503869596", "ticker_idx": 0, "ts": "2026-02-27T19:07:07+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I cannot understand why the market keeps handing $NKTR to me on a silver platter like this, but I guess I just have to accept it as an incredible opportunity... Bought a bit more this afternoon", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to long NKTR position; stock undervalued despite repeated positive catalysts.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$NKTR is not getting a *fraction* of the credit it deserves.  One positive development after another, and the stock simply cannot break out.  Look at all that has happened since the stock was at these same levels 2 months ago…\n\nI cannot understand why the market keeps handing $NKTR to me on a silver platter like this, but I guess I just have to accept it as an incredible opportunity...\n\nBought a bit more this afternoon 🤷🏻‍♂️", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04465064774087313, "ret_signed_m1d": -0.04465064774087313, "alpha_spy_m1d": -0.04947575849596675, "alpha_c_m1d": -0.02729735486259588, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": -0.01735329287827725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008988151876042405, "ret_signed_p1d": -0.008988151876042405, "alpha_spy_p1d": -0.009556764308752852, "alpha_c_p1d": 0.0014363144268035866, "bench_spy_p1d": 0.0005686124327104469, "bench_c_p1d": -0.010424466302845992, "ret_p1w": 0.0249346695796544, "ret_signed_p1w": 0.0249346695796544, "alpha_spy_p1w": 0.044774565420805046, "alpha_c_p1w": 0.0717510886233641, "bench_spy_p1w": -0.019839895841150645, "bench_c_p1w": -0.0468164190437097, "ret_p1m": -0.05407369056845179, "ret_signed_p1m": -0.05407369056845179, "alpha_spy_p1m": 0.022157853566275643, "alpha_c_p1m": 0.044482787158010906, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.0985564777264627, "ret_p3m": -0.05943760371104001, "ret_signed_p3m": -0.05943760371104001, "alpha_spy_p3m": -0.16520586690820194, "alpha_c_p3m": 0.003705509118359429, "bench_spy_p3m": 0.10576826319716193, "bench_c_p3m": -0.06314311282939944, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05407369056845179, "alpha_spy_stated": 0.022157853566275643, "alpha_c_stated": 0.044482787158010906, "price_path": [-0.1251, -0.0477, -0.0547, -0.1141, -0.2048, -0.1718, -0.1637, -0.1751, -0.1696, -0.1479, -0.1629, -0.2589, -0.207, -0.2273, -0.2873, -0.3414, -0.3621, -0.321, -0.3697, -0.3555, -0.363, -0.355, -0.3805, -0.3926, -0.3871, -0.3705, -0.3553, -0.3771, -0.3692, -0.3992, -0.4243, -0.438, -0.4697, -0.4768, -0.4874, -0.4538, -0.4748, -0.4648, -0.4704, -0.462, -0.461, -0.4487, -0.4794, -0.4893, -0.4588, -0.4474, -0.4366, -0.4543, -0.4909, -0.4664, -0.4626, -0.1882, -0.0381, 0.0293, 0.0341, 0.0702, 0.0609, 0.0707, 0.0689, 0.0673, -0.0081, 0.0202, -0.0447, 0.0, -0.009, -0.0126, 0.0309, 0.0503, 0.0249, 0.0025, 0.0448, 0.0631, 0.02, 0.0619, 0.0468, 0.0881, 0.0609, 0.085, 0.047, 0.0777, 0.0577, 0.0449, 0.0288, -0.0046, -0.0541, 0.0431, 0.0976, 0.1161, 0.0832, 0.1052, 0.0884, 0.1286, 0.1235, 0.1663, 0.178, 0.2064, 0.2176, 0.2302, 0.4548, 0.423, 0.3511, 0.323, 0.3291, 0.2575, 0.215, 0.2061, 0.2328, 0.2534, 0.2596, 0.2201, 0.2335, 0.2086, 0.1872, 0.1412, 0.137, 0.101, 0.0776, 0.0238, -0.008, -0.0203, 0.0074, -0.0058, -0.0344, -0.0496, -0.0519, -0.0576, -0.0594, -0.0742, -0.1511, -0.1413, -0.1402, -0.169, -0.1792, -0.1848, -0.1769, -0.1416, -0.1392, -0.1135, -0.1263, -0.1168, -0.1168, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065522148522013171", "ticker_idx": 0, "ts": "2026-06-12T19:50:30+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Legitimately good news in those slides! I'd have pressed released this info as soon as I had it, because the details really help alleviate the (already statistically misguided) concern that these cancers could've been caused by Obefazimod.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: new corporate slides show cancer cases predated trial enrollment, prior drug exposures with black-box warnings, and UC baseline cancer risk — strongly exculpates obefazimod.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ABVX seems to have (in the last hour or so?) quietly released a new corporate deck with 3 important slides at the end.  All, in my opinion, providing strong new information showing that these cancer cases were unrelated to drug and equivalent to expected background noise.\n\nMost important is the slide on the 2 non-nonmelanoma skin cancers.  BOTH of these were more indolent, low/intermediate subtypes of their respective cancer (prostate and breast).  Not only does this mean that the cancers are less threatening, it also means that THEY ARE SLOWER GROWING CANCERS.  Why is this particularly important?  Because it means that the development of the cancers very (very) likely PREDATES THEIR ENROLLMENT IN THE TRIAL.  Look into the doubling times of grade 2 (Gleason 7) prostate cancer and grade 2 NST breast carcinoma.  These are slow-growing tumors that very likely existed before these patients ever even had a dose of obefazimod.\n\nThat relates to another key finding on this slide - the prostate cancer case was identified via PSA screening at 8.5 months into the study (remember earlier is better).  In the Guggenheim conference they had said it was confirmed at day 367...they must have been referring to the biopsy confirmation of the subtype, not PSA confirmation of the prostate cancer diagnosis.  This new information speaks to an earlier diagnosis.  The breast cancer patient was diagnosed even earlier than that!  Only 6.8 months of Obe exposure.\n\nAlso, these new slides give us actual information on the prior drug exposures - before this afternoon we knew that they were on some prior treatments, but we didn't know what...THE PROSTATE CANCER WAS PREVIOUSLY EXPOSED TO ***5*** DRUGS WITH LABELED CANCER WARNINGS BEFORE ENROLLING IN THE STUDY!  3 OF THEM HAD ***BLACK BOX WARNINGS*** FOR CANCER RISK!\n-Humira (black box)\n-Infliximab (black box)\n-Rinvoq (black box)\n-Entyvio (warnings and precautions)\n-Stelara (warnings and precautions)\n\nWe also just got new info on the NMSC cases (which matter far less but which spooked the market anyway).\n\nHow you can look at the details of these skin cancer cases and think they are related to the drug is beyond me (but then again, these details just got released - quietly, for some reason).\n\nFirst of all, ***ALL OF THE 4 50MG CASES OF NMSC OCCURED IN 6 MONTHS OR LESS!!!  Again, too rapid to be reasonably assumed drug-related.  The fact that they all happened in the first half of this study is actually extremely exculpating evidence for $ABVX.  \n\nOther details:\n-4/5 were 60+ years old (STRONGLY associated with skin cancer risk)\n-3/5 had PRIOR SKIN CANCER ALREADY(!!!!!)\n-4/5 had prior exposure to other drugs that are known to increase skin cancer risk.\n\nFinally, they also added a slide discussing that some studies have shown the elevated risks of these cancers for UC patients at baseline.\n-~5x higher risk of prostate cancer in IBD patients\n-~2x higher risk of breast cancer in IBD patients \n\nWhy did $ABVX add these 3 slides to the corporate deck randomly, silently, on a Friday afternoon?  IDK.  Legitimately good news in those slides!  I'd have pressed released this info as soon as I had it, because the details really help alleviate the (already statistically misguided) concern that these cancers could've been caused by Obefazimod.\n\nHere's the link: https://t.co/KqItMbPVwO", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.044743651561651276, "ret_signed_m1d": 0.044743651561651276, "alpha_spy_m1d": 0.05012280765353483, "alpha_c_m1d": 0.0429232316686583, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": 0.001820419892992975, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01771102051188933, "ret_signed_p1d": 0.01771102051188933, "alpha_spy_p1d": 7.705061813600977e-05, "alpha_c_p1d": 0.023692414332501244, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": -0.005981393820611913, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1963, 0.2714, 0.3114, 0.2842, 0.2742, 0.2464, 0.1954, 0.1411, 0.1466, 0.1339, 0.0613, 0.0513, 0.1533, 0.1908, 0.226, 0.2374, 0.2064, 0.2321, 0.3018, 0.3065, 0.2564, 0.303, 0.2582, 0.2685, 0.2445, 0.1909, 0.1541, 0.2013, 0.1704, 0.1865, 0.159, 0.138, 0.1004, 0.2157, 0.2181, 0.2132, 0.282, 0.3106, 0.291, 0.2713, 0.2649, 0.2573, 0.2627, 0.2532, 0.1862, 0.1761, 0.1779, 0.2418, 0.2846, 0.2635, 0.3093, 0.3437, 0.3413, 0.3737, 0.3432, -0.2491, -0.0663, 0.0868, 0.0516, 0.0516, 0.0639, 0.0153, 0.0447, 0.0, 0.0177, 0.0098, 0.0373, 0.0269, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019560692383433076", "ticker_idx": 0, "ts": "2026-02-05T23:56:05+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Should bounce. you can buy it at essentially 52 week lows *right now*", "tweet_type": "prediction", "timeline": "days", "summary": "Expects NVO to bounce from near 52-week lows after two-day selloff driven by a nothingburger FDA move.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "“Fair price” is beyond my scope.  I just think the stock was hit extremely hard 2 days in a row from near lows already, and one of the things that caused the biggest move down today is actually a nothingburger with the FDA stepping in.  Should bounce.\n\nI’ve been critical of the company for a long time, but you can buy it at essentially 52 week lows *right now*, and they admittedly do have some tailwinds.", "reply_text": null, "parent_text": "@A_May_MD What would fair price for NVO be in your opinion?", "quoted_text": null, "parent_author": "Noblepariah888", "ret_m1d": -0.09026027648337376, "ret_signed_m1d": -0.09026027648337376, "alpha_spy_m1d": -0.07143661787761779, "alpha_c_m1d": -0.07143661787761779, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.018823658605755966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03631400991206912, "ret_signed_p1d": 0.03631400991206912, "alpha_spy_p1d": 0.031492194348491376, "alpha_c_p1d": 0.031492194348491376, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.004821815563577747, "ret_p1w": 0.04051216230664467, "ret_signed_p1w": 0.04051216230664467, "alpha_spy_p1w": 0.05335570700343828, "alpha_c_p1w": 0.05335570700343828, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": -0.18723756359403154, "ret_signed_p1m": -0.18723756359403154, "alpha_spy_p1m": -0.16777678314776368, "alpha_c_p1m": -0.16777678314776368, "bench_spy_p1m": -0.019460780446267867, "bench_c_p1m": -0.019460780446267867, "ret_p3m": 0.0025107232436891724, "ret_signed_p3m": 0.0025107232436891724, "alpha_spy_p3m": -0.06846097152350672, "alpha_c_p3m": -0.06846097152350672, "bench_spy_p3m": 0.07097169476719589, "bench_c_p3m": 0.07097169476719589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.04051216230664467, "alpha_spy_stated": 0.05335570700343828, "alpha_c_stated": 0.05335570700343828, "price_path": [0.0172, -0.0237, -0.0411, -0.0357, 0.0317, 0.055, 0.0319, 0.013, 0.0172, -0.0019, 0.0285, -0.0008, -0.0002, -0.056, -0.0122, 0.0225, 0.0359, 0.0166, -0.0044, -0.0015, 0.0073, 0.0046, -0.0183, -0.0269, 0.0296, 0.0556, 0.0533, 0.0573, 0.0277, 0.0027, -0.0006, 0.0094, 0.0097, 0.0833, 0.1033, 0.0999, 0.0804, 0.0751, 0.068, 0.0997, 0.1568, 0.1809, 0.1874, 0.2036, 0.2345, 0.2565, 0.2519, 0.2366, 0.199, 0.3084, 0.2737, 0.2452, 0.3063, 0.3069, 0.343, 0.3201, 0.2664, 0.2454, 0.2475, 0.237, 0.0558, -0.0094, -0.0903, 0.0, 0.0363, 0.0311, 0.0231, 0.0271, 0.0405, 0.0363, 0.0334, 0.017, -0.0046, -0.1681, -0.19, -0.199, -0.2103, -0.2139, -0.2074, -0.2305, -0.1919, -0.1799, -0.1902, -0.165, -0.1872, -0.1849, -0.2019, -0.2032, -0.1902, -0.1933, -0.2139, -0.2217, -0.2332, -0.2271, -0.2257, -0.2374, -0.2359, -0.2435, -0.2321, -0.2003, -0.2062, -0.1953, -0.202, -0.1968, -0.1816, -0.1853, -0.1835, -0.1735, -0.1444, -0.1119, -0.1093, -0.1183, -0.1196, -0.1422, -0.1481, -0.1618, -0.1041, -0.1035, -0.1041, -0.1233, -0.0813, -0.0451, -0.034, -0.0236, -0.0042, -0.0034, 0.0025, 0.0097, 0.0227, 0.0245, -0.0034, -0.0264, -0.0364, -0.0364, -0.0192, -0.034, -0.0216, -0.0384, -0.0306, -0.0097, -0.0082, -0.041, -0.066, -0.0861, -0.048, -0.0652, -0.1074, -0.0819, -0.0684, -0.0434, -0.0451, -0.0443, -0.0523, -0.053, -0.0602, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2028912916292874278", "ticker_idx": 0, "ts": "2026-03-03T19:18:29+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR is <half the valuation with a differentiated MoA, also Q12W dosing, and a 2nd indication in AA that APGE won't hit. Discrepancy makes zero sense", "tweet_type": "analysis", "timeline": "unspecified", "summary": "APGE valuation too steep relative to pipeline; NKTR at <half valuation with better MoA and 2nd indication looks relatively cheap.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I think that’s generally the right take.  But at >$5B valuation and an undifferentiated MOA in the lead position, it sure didn’t seem to lose much of the “upside potential” when OX40 hit the dust over the last couple months. \n\n777 won’t fail.  It’ll be approved and used.  How much?  Idk.  I think risk/time adjusted the current valuation is steep without a clear 2nd drug candidate now that ox40 has been hit (TSLP may help in respiratory). \n\nMeanwhile $NKTR is <half the valuation with a differentiated MoA, also Q12W dosing, and a 2nd indication in AA that APGE won’t hit.   Discrepancy makes zero sense.  Whether one is too expensive or the other is too cheap - something’s gotta give.", "reply_text": null, "parent_text": "@semodough Is there anything wrong with the Wedbush take on $APGE?\n\nThere is nothing controversial: 777 is the make-or-break for the company. If it fails, this goes to cash. 279 would be upside (more and more limited with each kaposi case).\n\n@A_May_MD  - any thoughts ? That guy dough never", "quoted_text": null, "parent_author": "JoseRestonVA", "ret_m1d": 0.0036705329284933974, "ret_signed_m1d": 0.0036705329284933974, "alpha_spy_m1d": -0.005222190071649591, "alpha_c_m1d": -0.00774953917666954, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.011420072105162937, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04404639514192055, "ret_signed_p1d": 0.04404639514192055, "alpha_spy_p1d": 0.03699112937442606, "alpha_c_p1d": 0.042068595993567826, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.0019777991483527213, "ret_p1w": 0.05814122814544209, "ret_signed_p1w": 0.05814122814544209, "alpha_spy_p1w": 0.06277144359774223, "alpha_c_p1w": 0.08104549711439613, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.022904268968954034, "ret_p1m": 0.11158417862304382, "ret_signed_p1m": 0.11158417862304382, "alpha_spy_p1m": 0.14583314402179315, "alpha_c_p1m": 0.16519335659642387, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.05360917797338005, "ret_p3m": -0.14021434666686983, "ret_signed_p3m": -0.14021434666686983, "alpha_spy_p3m": -0.2597362812956737, "alpha_c_p3m": -0.07808488464426933, "bench_spy_p3m": 0.1195219346288039, "bench_c_p3m": -0.0621294620226005, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11158417862304382, "alpha_spy_stated": 0.14583314402179315, "alpha_c_stated": 0.16519335659642387, "price_path": [-0.0426, -0.1028, -0.1947, -0.1612, -0.153, -0.1646, -0.159, -0.137, -0.1523, -0.2494, -0.1969, -0.2174, -0.2782, -0.333, -0.354, -0.3123, -0.3616, -0.3472, -0.3549, -0.3468, -0.3726, -0.3848, -0.3792, -0.3625, -0.3471, -0.3691, -0.3612, -0.3916, -0.417, -0.4308, -0.4629, -0.4701, -0.4808, -0.4468, -0.4681, -0.4579, -0.4637, -0.4551, -0.4541, -0.4416, -0.4728, -0.4827, -0.4519, -0.4403, -0.4295, -0.4474, -0.4844, -0.4596, -0.4557, -0.1778, -0.0258, 0.0424, 0.0473, 0.0838, 0.0744, 0.0844, 0.0825, 0.0809, 0.0046, 0.0332, -0.0324, 0.0128, 0.0037, 0.0, 0.044, 0.0637, 0.038, 0.0153, 0.0581, 0.0766, 0.033, 0.0755, 0.0602, 0.102, 0.0744, 0.0988, 0.0603, 0.0915, 0.0712, 0.0583, 0.042, 0.0081, -0.042, 0.0564, 0.1116, 0.1304, 0.097, 0.1194, 0.1023, 0.143, 0.1379, 0.1812, 0.1931, 0.2218, 0.2332, 0.2459, 0.4734, 0.4412, 0.3684, 0.3399, 0.3461, 0.2735, 0.2305, 0.2216, 0.2486, 0.2694, 0.2757, 0.2356, 0.2493, 0.224, 0.2023, 0.1558, 0.1515, 0.1151, 0.0913, 0.0369, 0.0047, -0.0078, 0.0203, 0.0069, -0.022, -0.0374, -0.0398, -0.0455, -0.0474, -0.0624, -0.1402, -0.1304, -0.1292, -0.1584, -0.1687, -0.1744, -0.1663, -0.1307, -0.1282, -0.1022, -0.1151, -0.1056, -0.1056, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2031412547828515254", "ticker_idx": 0, "ts": "2026-03-10T16:51:07+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $APGE is absolutely *Full*. *Of*. *Shit*. with this ISR vs conjunctivitis nonsense. Fortunately for me, the publicly available data unequivocally agree.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short APGE; author argues company is fabricating ISR discontinuation claims contradicted by clinical trials and real-world data, undermining their competitive thesis.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I've got to complain about $APGE again.  You're welcome to take my opinion with a grain of salt since I've disclosed that I am short, but IMO they are spewing absolutely *blatant* bullshit about ISRs (add them to the LLY legal team!). \n\nI heard them in 2 recent calls saying that \"the most common reason for discontinuing Dupixent is ISRs\".  Huh?  What?!  ISRs are the most common cause of stopping Dupi???\n\nThat is absolutely INSANE to me, because I have treated hundreds of patient with Dupixent and LITERALLY NOT EVER (NOT ONCE) HAVE I HAD TO DISCONTINUE A PATIENT'S DUPIXENT BECAUSE OF ISRs.  In fact, I've never even had to go as far as giving them advice on how to mitigate ISRs, such as treating the injection site with a cold compress.  Literally:  Nothing. Ever.  In hundreds of patients. \n\nI *have* discontinued patients due to conjunctivitis.  If we are talking AEs, the most common causes for discontinuation in *my* experience are \n1) Conjunctivitis\n2) Facial erythema (some derms believe this to be psoriasis caused by the drug)\n***gap***\n3) Joint pain (rare)\n\nAgain, I can't even rank ISRs on that list at all because *LITERALLY* this has never ever happened with any of my patients.\n\nSo, that is *my* clinical experience, which goes directly in the face of what $APGE is claiming.  I say that I've literally never even seen it happen, yet $APGE says that ISRs are the literal top cause of dupixent discontinuations...Sure, I'm biased, but so are they. \n\nThey want to convince you that conjunctivitis is not a big deal because they've seen higher rates of that side effect than dupixent/ebglyss so far.  Instead, they want to create a strawman side effect that they can point at and say...\n\"Hey, we caused more conjunctivitis so far, but it's actually ISRs that are the problem!\"\n\nSo, if we are both biased, what can we do to resolve the discrepancy?  Look at the actual clinical data!  In clinical trials, were patients more likely to discontinue from conjunctivitis, or from ISRs?  Let's look at the actual data!\n\nP3 5-year extension trials (n~2700):\n-> 14 patients discontinued due to conjunctivitis \n-> Zero (?) patients discontinuing due to ISRs?  ISR is not even listed as a reason for discontinuation in the publication.\n\nReal world dataset from the Netherlands (n~1300):\n-> 38 patients discontinued due to conjunctivitis...the most common cause of AE-related discontinuation in the study *by far*\n-> 2nd place for discontinuations was muscle/joint pain\n-> Yet again...***ZERO*** cases of discontinuation due to ISR.  None.  ZERO!\n\nSo, $APGE is going out on these roadshows and repeatedly telling everyone that ISRs are literally the single most common cause of dupixent discontinuation, yet with only a few minutes of research you can get to a sample size of ~4,000 patients treated with dupixent for multiple years showing DOZENS of cases of discontinuation due to ISRs and LITERALLY NOT ONE SINGLE CASE of discontinuation from ISRs...Again, this matches my clinical experience precisely, where conjunctivitis is the most common cause and I've *never* seen ISRs drive discontinuation once.\n\nSo WTF is $APGE talking about?  How are they making this bold claim that goes directly in the face of the entire body of medical evidence? \n\nWell, if you read the tiny footnote in this slide from their corporate deck, this bold claim is apparently coming from \"independent market research\" via some sort of physician survey...\n\n...ok.  Well, hopefully I don't have to convince people that you can design a survey such that it gives you almost any result you want.  IDK how this internal dataset looks, how it was collected, etc etc, so I can't tell you exactly what's wrong with it.  But, I can tell you that across my own clinical experience and literally THOUSANDS of patients in the literature, I cannot find a SINGLE case of discontinuation due to ISR, whereas there are DOZENS of confirmed cases due to conjunctivitis.\n\nYet here is $APGE going around and repeatedly spreading the same ISR FUD that the $LLY legal team has tried to invent in order to screw over $NKTR.  You can take my biased word that this is absolute bullshit if you want, but fortunately thousands of patients worth of objective clinical data happen to be on my side here.  \n\nI think $APGE is absolutely *Full*. *Of*. *Shit*. with this ISR vs conjunctivitis nonsense.  \n\nFortunately for me, the publicly available data unequivocally agree.\n\n---\n\nhttps://t.co/L6tvXKnyBJ\n\n---\n\nAnd here are my sources \n\nLong-Term Effectiveness and Reasons for Discontinuation of Dupilumab in Patients With Atopic Dermatitis | Dermatology | JAMA Dermatology | JAMA Network\n\nDupilumab in Adults With Moderate to Severe Atopic Dermatitis: A 5-Year Open-Label Extension Study | Dermatology | JAMA Dermatology | JAMA Network", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005705191581610758, "ret_signed_m1d": 0.005705191581610758, "alpha_spy_m1d": 0.007314884424308388, "alpha_c_m1d": 0.012952974788586924, "bench_spy_m1d": 0.0016096928426976298, "bench_c_m1d": 0.007247783206976166, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009154868200366928, "ret_signed_p1d": 0.009154868200366928, "alpha_spy_p1d": 0.007899733651701157, "alpha_c_p1d": 0.007196034912686389, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": -0.001958833287680539, "ret_p1w": -0.07323874315118373, "ret_signed_p1w": 0.07323874315118373, "alpha_spy_p1w": 0.06380249083869438, "alpha_c_p1w": 0.05032009355764666, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.022918649593537066, "ret_p1m": 0.147936758526787, 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{"unit_id": "thread:2063846770350662119", "ticker_idx": 0, "ts": "2026-06-08T04:53:09+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "yes I am long the stock! making a pretty convincing case that we can already tell that the cancer signal Is. Not. Real. And that Obefazimod will get a perfectly clean safety label! the stock could return to the $130-$150 range even before we get the updated dataset", "tweet_type": "analysis", "timeline": "months", "summary": "Long ABVX; detailed diligence argues the cancer signal is false, existing data already supports a clean label, and stock should recover to $130-$150 before the June update and potentially $175+ after.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "It has been a while since I shared a full-blown diligence write up document here.  I try to save them for really compelling situations...without a doubt, the current $ABVX situation definitely deserves one, so here we go!\n\nI won't give a full blown thread here on X to outline it.  You'll have to click on the Google Doc link here and in the first comment to read the deeper details, but I will give just a few very key points that I think people must know about this (IMO false) \"cancer signal\" debacle that $ABVX finds itself in:\n\n➡️The panic here was largely management's fault for the way they:\n      1⃣FALSELY called colonic dysplasia \"colon cancer\" thus falsely elevating the \"cancer rate\"\n      2⃣Foolishly lumped 4 cases of NMSC in with the \"real\" cancers, which the FDA specifically calls *non*NMSC for a reason (they are *NOT* \"legitimate\" cases of dangerous cases and they DO NOT lead to black box warnings!!!)\n      3⃣Were not prepared to explain the cancer cases because they (correctly but naively) didn't think they would need explaining!\n            ↪️This further led to the perception that management was actually unwilling (and not just unable) to answer questions about \"cancer signals\", spurring panic that management was hiding something, thus driving further panic selling during the crash.\n\n➡️People do not realize that you CANNOT reasonably/usefully compare treatment arm cancer rates to the placebo arm rate...the study is NOT AT ALL powered to detect differences in such rare events, and what we saw in the 50mg arm is textbook statistical noise.\n      ↪️On top of that, nobody seems to have realized that the adverse event capture in the placebo arm is actually MUCH LOWER than the adverse event capture in the drug arms, DESPITE matching sample sizes.  Exactly how and why is explained in the doc, but suffice it to:  We absolutely SHOULD expect higher cancer rates to appear in the drug arms than the placebo arm (Hint: The reason why has to do with attrition).\n\n➡️THE BIGGEST POINTS:\n      ↪️The observed nNMSC (\"cancer\") rate in the 50mg Obe arm is in line with expectations for UC patients at baseline!!! (~0.59 cases/100PY versus 0.5/100PY).  This fact ALONE refutes the idea that Obefazimod would get a black box cancer warning, but people failed to calculate this rate correctly because they:\n                (1) Falsely included colonic dysplasia and NMSC cases in the calculation!\n                (2) Falsely excluded (forgot about) the GIANT phase 2 safety database than dramatically lowers the 50mg cancer rate!!!\n      ↪️The 50mg Obe arm also has the same rate as another UC drug that has NO CANCER WARNING ON THE LABEL WHATSEOVER (not just no black box, no mention of cancer risk on the label whatsoever) - Obe with ~0.59, Omvoh with 0.60.  Obe should get the same squeaky clean label as this drug with the same cancer rate (which, again, is roughly the expected background rate!!!\n      ↪️Bears might point to Rinvoq that also had a 0.60/100PY cancer rate...the same as Omvoh with a clean label, yet Rinvoq has a full blown black box...what gives?\n            ➡️Rinvoq got its black box warning as JAK inhibitor *CLASS EFFECT WARNING*, which actually derived from much higher cancer rates that were seen with a DIFFERENT JAK inhibitor (Xeljanz) in a DIFFERENT DISEASE (rheumatoid arthritis).\n                  ↪️If Rinvoq only had its 0.6 cancer rate in UC in a vacuum, it would have the same squeaky clean cancer label that Omvoh has, and that Obefazimod is on its way to having!\n\n➡️These data above VERY CLEARLY demonstrate that the EXISTING data that we ALREADY HAVE for $ABVX show that obefazimod is headed for a clean label...that is to say, we can actually already, objectively refute the idea that there is an nNMSC signal that will give Obfazimod a black box warning!  Of course, the stock price does NOT reflect that fact at $101 right now, because the market has confused/missed a lot of facts and a lot of data.\n      ↪️Management could have been prepared to fully explain that this \"signal\" isn't real and prevented the stock price crash that we are currently enduring at $101.  In fact, the stock would likely have sniffed $200/share on the back of the unbelievably strong efficacy data they provided that blew away all expectations and hopes.  However, management was (IMO correctly) so certain that no cancer signal exists that they (IMO naively) did not prepare to explain to people why that is the case.  So now we are left to sort through the wreckage...ultimately this may prove to have been an opportunity.\n\n➡️Investors now appear to be waiting for the June update where we will not only get more details on the existing cases and likely context from management showing that these existing cases are already occurring at the EXPECTED baseline rates for UC patients, but we will also get NEW data from the very large \"part 2\" sample of the P3 study.\n\n➡️Although you can already (IMO) objectively disprove the idea that Obefazimod is headed for a black box warning with the EXISTING data (as I think I can convincingly lay out in the larger document) the market may wait for the part 2 data to come out to before giving $ABVX the credit that it deserves to shoot back to those $175+ prices that it briefly saw after the maintenance data were released\n\n➡️We should take note that MORE CANCER CASES ARE A NEAR STATISTICAL CERTAINTY IN THE UPCOMING PART 2 UPDATE.  This is actually an even larger on-drug sample size than what we have already.  In all, ~3 cases of \"true\" non-nonmelanoma skin cancer should be expected to occur in this cohort of patients just based on the background rate of cancers we see in UC patients at baseline.  If the rate comes in at that level or lower, then the case is even more tightly sealed than it already was by the first round of data, and there will be little to no merit left in the argument that Obefazimod could get a black box warning....\n\n❓What does this mean for $ABVX's valuation?  I think that if people catch on to the appropriate analysis of the existing data that we already having showing that Obfazimod's EXISTING cancer rate is:\n      ↪️In line with the baseline rate of cancers in UC patients\n      ↪️In line with UC drugs like Omvoh that have ZERO cancer risk on their label\n....then the stock could return to the $130-$150 range even before we get the updated dataset.\n\n➡️It cannot be overstated how unbelievably positive the maintenance efficacy data were, especially with the endoscopic remission rate DOUBLING the placebo adjusted delta of the previously unchallenged Rinvoq (comparing high dose to high dose)...these efficacy results were truly unprecedent, and again, would likely have gotten the stock to nearly $200/share without the (IMO false) safety baggage clinging on.\n      ↪️Given how convincingly we can already refute this cancer safety risk claim with the existing data that we already have, getting the stock back to the ~$150 range BEFORE the June update does not seem like that tall of a task to me, though we will see if the market is able to psychologically get over that brief crash!\n\n➡️The document goes over all these points in far greater detail, in my BIASED opinion (yes I am long the stock!) making a pretty convincing case that we can already tell that the cancer signal Is. Not. Real. \n\nAnd that Obefazimod will get a perfectly clean safety label!\n      ↪️I also discuss how I think this impacts the current and future valuation of the company and my thoughts around potential M&A (IMO the highest they've ever been over the next 6 months)\n\nThat's enough for here - check out the document below!\nhttps://t.co/P3fmfMlkaE\n\n---\n\nGoogle doc link posted here in the first comment to avoid the need to scroll to the bottom of the original post...\n\nhttps://t.co/RI2m5etecc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0022590577121780475, "alpha_c_m1d": -0.002358340155556693, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": 0.002358340155556693, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011720697879579856, "ret_signed_p1d": 0.011720697879579856, "alpha_spy_p1d": 0.01465614843038765, "alpha_c_p1d": -0.0008571829229335748, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": 0.01257788080251343, "ret_p1w": -0.03220719671409267, "ret_signed_p1w": -0.03220719671409267, "alpha_spy_p1w": -0.053324129812706955, "alpha_c_p1w": -0.033779456804236, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.0015722600901433292, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0796, 0.1354, 0.1062, 0.1522, 0.1376, 0.209, 0.2471, 0.2212, 0.2117, 0.1853, 0.1368, 0.0851, 0.0903, 0.0783, 0.0093, -0.0003, 0.0967, 0.1324, 0.1659, 0.1767, 0.1472, 0.1717, 0.238, 0.2424, 0.1948, 0.239, 0.1965, 0.2062, 0.1835, 0.1325, 0.0975, 0.1424, 0.113, 0.1283, 0.1021, 0.0821, 0.0464, 0.1561, 0.1584, 0.1536, 0.2191, 0.2463, 0.2277, 0.2089, 0.2029, 0.1956, 0.2007, 0.1918, 0.128, 0.1184, 0.1202, 0.1809, 0.2216, 0.2015, 0.2451, 0.2778, 0.2755, 0.3063, 0.2774, -0.2859, -0.1121, 0.0335, 0.0, 0.0, 0.0117, -0.0345, -0.0065, -0.049, -0.0322, -0.0397, -0.0136, -0.0234, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2048747142513119503", "ticker_idx": 0, "ts": "2026-04-27T12:52:37+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long term $NTLA bear… the company is in trouble… Not pretty for $NTLA", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bearish NTLA: weak HAE data, tiny TAM, stiff competition, safety risks, stalled ATTR trials, funding crisis, and likely forced ATM dilution.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$NTLA has to raise cash, badly.  IMO they need *at least* $500M.\n\nThey’ve not been able to conduct a secondary offering since…….\n\n…..2022!!!\n\nWhen I saw that even I, as a long term $NTLA bear, was shocked.  That’s an incredibly long period of time to not have been able to raise any money from serious funds.\n\nThe company has essentially no dedicated biotech specialist investors.  The reason for that? If you’re actually a specialist biotech investor who knows what you’re doing, you know this company is in trouble and you want nothing to do with it.\n\nThey just reported HAE data that underwhelmed relative to expectations.  They’ll launch in a small TAM against half a dozen very strong competitors, none of which bring the known and unknown safety risks that $NTLA does.  Shortly after launch, the single most-used drug in the disease, Takhyzro, will go biosimilar. \n\nThat’s a big headwind in the US, but it likely makes the EU opportunity worth near zero, especially in the setting of MFN pricing (no sweetheart deals for the EU = they’ll just wait for the generic drugs). \n\nThey need at least 1 year runway into the launch, which means they need to raise at least $500M IMO, maybe more depending on how launch expenses look.\n\nOn top of all of that, the ATTR studies *still* have not resumed recruiting, and those timeline extensions are adding hundreds of millions of dollars of extra burn to reach ATTR datasets.  And, with the major safety signal out of that asset (Hy’s law is literally the worst thing that can happen to a drug), ATTR-PN is unlikely to get approved without the ATTR-CM safety data.   We are looking at several years before their next commercialization. \n\nIf the HAE launch isn’t profitable enough to sustain the company’s burn (which IMO is nearly a guarantee), how are they going to be able to fund ATTR to completion??\n\nIncreasing the size of the ATM.  If they can’t do a big, legitimate offering here, they’re in DEEP trouble IMO.  They’ll have to dump 10s of millions of shares onto open market traders (not long term investors) via ATM sales.  *Or* they can go deep into debt.  They absolutely *need* to pull off a big secondary offering here. \n\nNot pretty for $NTLA.", "reply_text": null, "parent_text": null, "quoted_text": "$NTLA amends the size of ATM offering from $750M to $1.04B\nSo far, it has raised $635M", "parent_author": null, "ret_m1d": 0.04524541060689158, "ret_signed_m1d": -0.04524541060689158, "alpha_spy_m1d": -0.04696523555095877, "alpha_c_m1d": -0.04022668811826047, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.005018722488631111, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01226992698467555, "ret_signed_p1d": -0.01226992698467555, "alpha_spy_p1d": -0.01713591925179503, "alpha_c_p1d": -0.009621177463972286, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.002648749520703264, "ret_p1w": 0.0636503010839049, "ret_signed_p1w": -0.0636503010839049, "alpha_spy_p1w": -0.05967921673171084, "alpha_c_p1w": -0.0547977362279386, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.008852564855966305, "ret_p1m": 0.030674817461689097, "ret_signed_p1m": -0.030674817461689097, "alpha_spy_p1m": 0.018670126030510437, "alpha_c_p1m": 0.0064783006396946785, "bench_spy_p1m": 0.04934494349219953, "bench_c_p1m": 0.037153118101383775, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0698, 0.1373, 0.0598, 0.066, 0.0084, 0.0015, 0.0008, -0.0521, -0.1495, -0.0583, -0.0422, -0.0867, -0.0798, -0.1089, -0.0897, -0.0629, -0.0429, 0.0, -0.0307, 0.0092, 0.0414, 0.0291, 0.0951, 0.0567, 0.184, 0.0433, 0.0598, 0.0084, 0.0307, 0.0652, 0.033, -0.0023, -0.0146, -0.0215, 0.0261, 0.0337, 0.013, 0.0084, -0.0153, 0.0054, -0.0176, 0.0169, 0.0153, -0.0514, -0.1066, -0.0169, 0.0176, 0.0069, 0.0199, 0.0391, 0.0637, 0.0606, 0.0345, 0.0936, 0.1334, 0.1457, 0.0859, 0.1465, 0.1664, 0.1741, 0.2707, 0.217, 0.0452, 0.0, 0.0123, -0.0456, 0.0337, 0.0169, 0.0637, 0.0207, 0.0621, 0.0514, 0.0805, 0.1058, 0.0729, 0.0951, 0.0038, 0.0483, -0.0268, -0.0844, -0.0598, -0.0514, -0.0337, -0.033, 0.0307, 0.0491, 0.079, 0.0529, 0.0069, -0.0015, 0.1311, 0.0383, 0.0345, -0.0115, -0.0644, -0.0529, -0.0713, 0.1442, 0.1158, 0.1656, 0.2017, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2046227611051786306", "ticker_idx": 0, "ts": "2026-04-20T14:00:54+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IMO we should see something similar today and the days after. Offering should be coming soon IMO, hopefully at a higher price than the measly $100 opening of this morning. Then, I hope that history repeats itself with another sustained rally after that!", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long NKTR at ~$100; expects post-data rally similar to prior atopic derm run (>100% gains), plus a capital raise and sustained follow-through.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Recalling that $NKTR was barely green at ~$40/share at this time on the day of the atopic derm maintenance data.  Then the stock rallied all day long.  Then they raised cash at $58/share...Then the stock ran up to $85 over the next few weeks...\n\n$NKTR quickly saw well over 100% gains on the immediate post-data prices and then almost a 50% on the post OFFERING prices...\n\nIMO we should see something similar today and the days after.  Offering should be coming soon IMO, hopefully at a higher price than the measly $100 opening of this morning.  Then, I hope that history repeats itself with another sustained rally after that!\n\nI really really really don't get why $NKTR is priced this low (~$100)...yes, I have been saying that for well over a year now, but when I first started saying it, the stock was at <$10/share! 😅\n\n---\n\n$NKTR at $100 post data feels highly reminiscent of $ABVX at $60 post data.\n\nIMO people just have not woken up to what the data mean.  🤷🏻‍♂️ \n\nCan’t believe I keep buying more of this 🤦🏻‍♂️ I really need to reduce my ballooning exposure to this thing at some point 🤣", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15435972196615622, "ret_signed_m1d": -0.15435972196615622, "alpha_spy_m1d": -0.15636346403455137, "alpha_c_m1d": -0.16372076456521378, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.009361042599057567, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021823565972215575, "ret_signed_p1d": -0.021823565972215575, "alpha_spy_p1d": -0.015276673123676088, "alpha_c_p1d": -0.011648555670825012, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.010175010301390564, "ret_p1w": -0.13562531955455281, "ret_signed_p1w": -0.13562531955455281, "alpha_spy_p1w": -0.14472629927882774, "alpha_c_p1w": -0.10876335032199369, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.026861969232559124, "ret_p1m": -0.3265570218370989, "ret_signed_p1m": -0.3265570218370989, "alpha_spy_p1m": -0.3618460910083784, "alpha_c_p1m": -0.3258787499203405, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.0006782719167583995, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3265570218370989, "alpha_spy_stated": -0.3618460910083784, "alpha_c_stated": -0.3258787499203405, "price_path": [-0.6245, -0.639, -0.6321, -0.636, -0.6302, -0.6295, -0.621, -0.6422, -0.6489, -0.628, -0.6201, -0.6128, -0.6249, -0.65, -0.6332, -0.6306, -0.442, -0.3388, -0.2925, -0.2892, -0.2644, -0.2708, -0.264, -0.2653, -0.2664, -0.3182, -0.2988, -0.3433, -0.3126, -0.3188, -0.3213, -0.2914, -0.278, -0.2955, -0.3109, -0.2818, -0.2693, -0.2989, -0.2701, -0.2804, -0.252, -0.2708, -0.2542, -0.2803, -0.2592, -0.2729, -0.2817, -0.2928, -0.3158, -0.3498, -0.283, -0.2455, -0.2328, -0.2554, -0.2403, -0.2518, -0.2242, -0.2277, -0.1983, -0.1902, -0.1707, -0.163, -0.1544, 0.0, -0.0218, -0.0713, -0.0906, -0.0864, -0.1356, -0.1648, -0.1709, -0.1526, -0.1384, -0.1341, -0.1613, -0.1521, -0.1692, -0.184, -0.2155, -0.2184, -0.2431, -0.2593, -0.2963, -0.3181, -0.3266, -0.3075, -0.3166, -0.3362, -0.3467, -0.3483, -0.3522, -0.3535, -0.3636, -0.4164, -0.4098, -0.409, -0.4288, -0.4358, -0.4397, -0.4342, -0.41, -0.4083, -0.3906, -0.3994, -0.3929, -0.3929, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2059603151196430339", "ticker_idx": 0, "ts": "2026-05-27T11:50:31+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "high dose underperforming mid dose in every way", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish APGE: high-dose data underperformed mid-dose, management's core dosing narrative is now falsified, results unimpressive vs Lebri P2b.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$APGE and their longs have spent years saying that Dupi/Lebri were underdosed and that higher dosing was going to improve efficacy.  Today their data show the inverse of that, with high dose underperforming mid dose in every way. \n\nWatch how fast their management team completely abandons what (until today) was their key narrative now that it no longer suits them...\"Ignore the 1,000 times we said that exposure thing...this thesis is intact and better than ever!\"\n\nThis management team's constant spin bullshit drives me crazy (like saying ISRs are the biggest problem for Dupi - objectively and easily falsifiable bullshit.  Only was that was not a *lie* is if you accept they're unintelligent enough to misunderstand what an ISR is.  Which is worse?). \n\nAnyway, look at their long-awaited high dose P2b results, and compare those to Lebri's (Ebglyss) P2b results...Sorry $APGE, I'm not impressed.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0650803544513665, "ret_signed_m1d": -0.0650803544513665, "alpha_spy_m1d": -0.06490708226857245, "alpha_c_m1d": -0.06696219323039254, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": -0.001881838779026035, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0009003176183179917, "ret_signed_p1d": -0.0009003176183179917, "alpha_spy_p1d": 0.004616260982591935, "alpha_c_p1d": 0.013146403874978008, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": 0.014046721493296, "ret_p1w": 0.08282961339429251, "ret_signed_p1w": -0.08282961339429251, "alpha_spy_p1w": -0.07779273373520734, "alpha_c_p1w": -0.09116344154354461, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": -0.008333828149252098, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0882, -0.1114, -0.0997, -0.0879, -0.119, -0.07, -0.0878, -0.0605, -0.0361, -0.0306, -0.0395, -0.0545, -0.0752, -0.0857, -0.1016, -0.1412, -0.119, -0.1506, 0.0192, -0.0611, 0.01, 0.0086, 0.0009, 0.0125, 0.0826, 0.0835, 0.0848, 0.0805, 0.0711, 0.0691, 0.1128, 0.1096, 0.1156, 0.1379, 0.1488, 0.1646, 0.1859, 0.1694, 0.1686, 0.1663, 0.1356, 0.1011, 0.1122, 0.098, 0.055, 0.0661, 0.0386, 0.0746, 0.0713, 0.0873, 0.0522, 0.0679, 0.0881, 0.0666, 0.0796, 0.0792, 0.0436, 0.0129, 0.0067, 0.0468, 0.0602, 0.0439, 0.0651, 0.0, 0.0009, 0.0565, 0.0199, 0.0123, 0.0828, 0.1691, 0.1179, 0.0677, 0.0932, 0.0639, 0.1511, 0.1361, 0.1086, 0.0963, 0.1374, 0.1624, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2031114451043119247", "ticker_idx": 0, "ts": "2026-03-09T21:06:36+00:00", "symbol": "Novo Nordisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "The statement is true to an extent, but not nearly as far as the market has taken it", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Margin compression concern is overstated vs. how far the market has sold the stock; implied bullish on Novo Nordisk.", "resolved_tickers": ["NVO"], "resolution_method": "exchange_ticker", "resolution_reason": "Novo Nordisk ADR on NYSE: NVO; GLP-1 context matches", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CloisterRes “But margins have been compressed”\n\n-analyst who couldn’t tell you what PBM stands for\n\n*(The statement is true to an extent, but not nearly as far as the market has taken it)", "reply_text": null, "parent_text": "A different way of looking at it:\n\nOral Wegovy starts are already higher than injectable Wegovy peak starts. That peak occurred in April '24. \n\nLook where the stock was trading in April '24 vs today.... https://t.co/FQ4kyp6McN", "quoted_text": null, "parent_author": "CloisterRes", "ret_m1d": 0.027376008157589116, "ret_signed_m1d": 0.027376008157589116, "alpha_spy_m1d": 0.025766315314891486, "alpha_c_m1d": 0.025766315314891486, "bench_spy_m1d": 0.0016096928426976298, "bench_c_m1d": 0.0016096928426976298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0028409392666504107, "ret_signed_p1d": 0.0028409392666504107, "alpha_spy_p1d": 0.004096073815316181, "alpha_c_p1d": 0.004096073815316181, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": -0.0012551345486657706, "ret_p1w": -0.007489739690871189, "ret_signed_p1w": -0.007489739690871189, "alpha_spy_p1w": 0.0019465126216181572, "alpha_c_p1w": 0.0019465126216181572, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.009436252312489346, "ret_p1m": 0.002404523768865019, "ret_signed_p1m": 0.002404523768865019, "alpha_spy_p1m": -0.004368871619267578, "alpha_c_p1m": -0.004368871619267578, "bench_spy_p1m": 0.006773395388132597, "bench_c_p1m": 0.006773395388132597, "ret_p3m": 0.12957924766176077, "ret_signed_p3m": 0.12957924766176077, "alpha_spy_p3m": 0.03819599279849939, "alpha_c_p3m": 0.03819599279849939, "bench_spy_p3m": 0.09138325486326138, "bench_c_p3m": 0.09138325486326138, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.002404523768865019, "alpha_spy_stated": -0.004368871619267578, "alpha_c_stated": -0.004368871619267578, "price_path": [0.2361, 0.2079, 0.1973, 0.2668, 0.2988, 0.296, 0.3009, 0.2645, 0.2337, 0.2296, 0.242, 0.2423, 0.3329, 0.3574, 0.3533, 0.3293, 0.3228, 0.314, 0.353, 0.4233, 0.453, 0.461, 0.4809, 0.5189, 0.546, 0.5403, 0.5214, 0.4752, 0.6098, 0.5671, 0.532, 0.6072, 0.608, 0.6524, 0.6242, 0.5581, 0.5323, 0.5349, 0.522, 0.2991, 0.2187, 0.1193, 0.2304, 0.2751, 0.2686, 0.2588, 0.2637, 0.2802, 0.2751, 0.2714, 0.2513, 0.2247, 0.0235, -0.0034, -0.0145, -0.0284, -0.0328, -0.0248, -0.0532, -0.0057, 0.009, -0.0036, 0.0274, 0.0, 0.0028, -0.0181, -0.0196, -0.0036, -0.0075, -0.0328, -0.0424, -0.0566, -0.0491, -0.0473, -0.0617, -0.0599, -0.0692, -0.0552, -0.0161, -0.0233, -0.0099, -0.0182, -0.0118, 0.007, 0.0024, 0.0045, 0.0169, 0.0527, 0.0926, 0.0958, 0.0849, 0.0833, 0.0554, 0.0482, 0.0313, 0.1023, 0.1031, 0.1023, 0.0787, 0.1304, 0.1748, 0.1885, 0.2013, 0.2252, 0.2262, 0.2335, 0.2423, 0.2584, 0.2605, 0.2262, 0.1979, 0.1855, 0.1855, 0.2067, 0.1885, 0.2037, 0.1831, 0.1928, 0.2185, 0.2203, 0.1799, 0.1491, 0.1245, 0.1713, 0.1502, 0.0983, 0.1296, 0.1462, 0.177, 0.1748, 0.1759, 0.166, 0.1652, 0.1564, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062875717860257809", "ticker_idx": 0, "ts": "2026-06-05T12:34:32+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the value of $ABVX, I believe, will be determined by big pharma, so in the end this should all be noise... a dataset that actually surpassed all bullish expectations... what ultimately may have been a major opportunity gifted by the pods", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: pod-driven selloff was irrational given data that surpassed bullish expectations; specialists see no black-box risk and big pharma will determine value.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "To better explain the the “pod bro” mentions on $ABVX you may have seen these last few days…\n\n“Pod bro” is a (IMO somewhat derogatory) term describing investors who work at “pod shops”.  Pod shop is a slang term for a specific investment fund structure wherein a very very large firm (think hundreds of billions of dollars in assets under management) has many smaller hedge funds that all operate independently of the others.\n\nSo you may have “Giant Fund Capital” that is actually comprised of a bunch of smaller (though still large) independent funds under the larger fund’s name & reputation. \n\nIn biotech (and I imagine other sectors as well), “pod shops” have a reputation for piling into and piling out of names all together.  “Lemmings” behavior leading to massive overshoots in stock movements.\n\nNow, to be clear, there are some absolutely brilliant pod shop managers and teams in biotech that could go toe to toe with any independent specialists.  I don’t want to suggest that “pod shop” is an automatically bad thing.  There are not just good ones, but fantastic ones. \n\nBut, based on what I have seen and heard in the last few days, I have very little doubt that some pod shops who were *way* out of their depth were likely the biggest part of why $ABVX sold off on data that specialists seem to unanimously agree was outstanding on all counts (including LACK of a cancer signal). \n\nSure $ABVX could’ve presented the data far better, but all the specialists seemed to understand it well almost right away and determined that no black box warning risk exists *despite* the communication fumble.  \n\nSome “retail” investors might’ve got swept up in the frenzy, but the volumes and magnitude of the move spoke to larger investors (pod shops) bailing out.\n\nWhen you hear people complaining about pod shops we are complaining about sentiment/momentum investors that larping as biotech investors while not actually having the deep expertise needed to know what they’re doing (again, to be clear there ARE great pod shop managers, but even they would complain about the larpers). \n\nAnother huge “issue” with the pods is that they often have VERY strict risk criteria.  They operate under the rules of their parent fund, not their own.  This often entails requirements to sell when down moves are severe (whether for risk management or other reasons).   This is a HORRIBLE structure for small cap biotech because it’s insanely volatile, and big moves can happen at a moment’s notice.  This can cause an avalanche effect, which is likely another big component of what we saw Tuesday with $ABVX. \n\nI personally have little doubt that “the pods” caused a huge part of the rapid $ABVX drawdown, which created a self fulfilling prophecy in the stock price among other pod shops and retailers: \n      ➡️ “Some people are saying there’s a cancer risk and the stock is suddenly CRASHING, so it *must* be true - I better sell too!”\n\nAnd so we saw a ridiculous drawdown on a dataset that actually surpassed all bullish expectations.  The triggering event was $ABVX’s poor communication, sure, but the pre-existing risk factor was a group of undereducated investors managing more money than they should be allowed to in a highly technical field, all while having mandated “risk management” parameters that make them inflexible at the worst moments.  Selling begot selling begot selling.\n\nUltimately, the value of $ABVX, I believe, will be determined by big pharma, so in the end this should all be noise.  But if we are trying to understand how this stock could come down and (hopefully) all the way back up so fast, this is IMO the primary driver.  \n\nThe specialists here can actually analyze these data and determine that the *existing* data do not constitute a black box warning even *before* we get the additional data that could further exculpate the drug.  They will get to capitalize on what ultimately may have been a major opportunity gifted by the pods!", "reply_text": null, "parent_text": null, "quoted_text": "@A_May_MD @CloisterRes What does pod bros mean? Who are these people? Sorry for asking such ignorant question!", "parent_author": null, "ret_m1d": 0.03348765455291436, "ret_signed_m1d": 0.03348765455291436, "alpha_spy_m1d": 0.006994511951025739, "alpha_c_m1d": 0.039565641018953324, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": -0.006077986466038965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.002264172608771542, "alpha_c_p1d": 0.0023527914729484234, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.0023527914729484234, "ret_p1w": -0.04904950051624091, "ret_signed_p1w": -0.04904950051624091, "alpha_spy_p1w": -0.054744031523043524, "alpha_c_p1w": -0.054277937092141015, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.005228436575900108, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0768, 0.0796, 0.1354, 0.1062, 0.1522, 0.1376, 0.209, 0.2471, 0.2212, 0.2117, 0.1853, 0.1368, 0.0851, 0.0903, 0.0783, 0.0093, -0.0003, 0.0967, 0.1324, 0.1659, 0.1767, 0.1472, 0.1717, 0.238, 0.2424, 0.1948, 0.239, 0.1965, 0.2062, 0.1835, 0.1325, 0.0975, 0.1424, 0.113, 0.1283, 0.1021, 0.0821, 0.0464, 0.1561, 0.1584, 0.1536, 0.2191, 0.2463, 0.2277, 0.2089, 0.2029, 0.1956, 0.2007, 0.1918, 0.128, 0.1184, 0.1202, 0.1809, 0.2216, 0.2015, 0.2451, 0.2778, 0.2755, 0.3063, 0.2774, -0.2859, -0.1121, 0.0335, 0.0, 0.0, 0.0117, -0.0345, -0.0065, -0.049, -0.0322, -0.0397, -0.0136, -0.0234, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2014735543007896023", "ticker_idx": 0, "ts": "2026-01-23T16:22:40+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A whole lot of that freshly minted shine is about to wear off. $APGE -short", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short APGE; expects the recent shine to fade, flagging a Black Box Warning as the catalyst.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "A whole lot of that freshly minted shine is about to wear off.  \n\n$APGE\n\n-short\n\n---\n\n*Ehem*\n\n$APGE\n\n#BlackBoxWarning", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1405313401748005, "ret_signed_m1d": -0.1405313401748005, "alpha_spy_m1d": -0.14089394383466702, "alpha_c_m1d": -0.13538781283020107, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.005143527344599441, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": -0.0, "alpha_spy_p1d": 0.005078142735685631, "alpha_c_p1d": 0.003937108613197404, "bench_spy_p1d": 0.005078142735685631, "bench_c_p1d": 0.003937108613197404, "ret_p1w": -0.0644100931599021, "ret_signed_p1w": 0.0644100931599021, "alpha_spy_p1w": 0.06838555754275033, "alpha_c_p1w": 0.04701110275725495, "bench_spy_p1w": 0.003975464382848237, "bench_c_p1w": -0.01739899040264714, "ret_p1m": 0.017852043129507722, "ret_signed_p1m": -0.017852043129507722, "alpha_spy_p1m": -0.0205797164746222, "alpha_c_p1m": -0.015375479515972179, "bench_spy_p1m": -0.0027276733451144786, "bench_c_p1m": 0.002476563613535543, "ret_p3m": 0.22265073857053563, "ret_signed_p3m": -0.22265073857053563, "alpha_spy_p3m": -0.18397010666266, "alpha_c_p3m": -0.30334215271219545, "bench_spy_p3m": 0.03868063190787563, "bench_c_p3m": -0.08069141414165981, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.017852043129507722, "alpha_spy_stated": -0.0205797164746222, "alpha_c_stated": -0.015375479515972179, "price_path": [-0.2362, -0.2314, -0.2385, -0.1969, -0.1948, -0.2045, -0.1997, -0.1918, -0.2238, -0.2302, -0.2081, -0.2146, -0.2187, -0.1892, -0.101, -0.0988, -0.1007, -0.0646, -0.0741, -0.0873, -0.0884, -0.095, -0.0537, -0.031, 0.0129, 0.0053, 0.0278, -0.0151, -0.0127, 0.0647, 0.0783, 0.0961, 0.0867, 0.0674, 0.0863, 0.093, 0.1008, 0.097, 0.068, 0.0783, 0.1047, 0.1217, 0.114, 0.104, 0.1153, 0.1043, 0.0908, 0.082, 0.078, 0.0823, 0.107, 0.1175, 0.1275, 0.1065, 0.1138, 0.109, 0.1282, 0.1772, 0.1532, 0.1535, 0.1717, 0.1698, 0.1405, 0.0, 0.0, 0.0337, 0.0096, -0.0006, -0.0644, -0.0627, -0.0161, -0.0734, -0.1127, -0.1111, -0.1127, -0.0646, -0.0601, -0.0101, -0.032, -0.0054, 0.0036, -0.0156, -0.0233, -0.0016, 0.0179, 0.0124, -0.0133, -0.0003, 0.0128, -0.0217, 0.0327, 0.0129, 0.0433, 0.0703, 0.0764, 0.0666, 0.0498, 0.0268, 0.0153, -0.0024, -0.0464, -0.0217, -0.0568, 0.1317, 0.0426, 0.1215, 0.12, 0.1114, 0.1243, 0.2021, 0.2031, 0.2045, 0.1998, 0.1894, 0.1871, 0.2356, 0.2321, 0.2388, 0.2635, 0.2756, 0.2932, 0.3168, 0.2985, 0.2976, 0.2951, 0.2609, 0.2227, 0.2349, 0.2192, 0.1715, 0.1838, 0.1532, 0.1932, 0.1895, 0.2074, 0.1684, 0.1858, 0.2082, 0.1844, 0.1988, 0.1984, 0.1588, 0.1247, 0.1178, 0.1624, 0.1772, 0.1591, 0.1827, 0.1104, 0.1114, 0.1731, 0.1325, 0.1241, 0.2024, 0.2982, 0.2414, 0.1855, 0.2139, 0.1814, 0.2782, 0.2615, 0.2309, 0.2174, 0.2629, 0.2908, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019578026376487413", "ticker_idx": 0, "ts": "2026-02-06T01:04:58+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As of today.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Confirms a new long position in NVO as of today, albeit reluctantly.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@byebyegoodguy As of today.  Sometimes you gotta hold your nose and cross your fingers that some Danes go into the office and get some shit done 🤢 🙏🏻 🙏🏻 😅", "reply_text": null, "parent_text": "@A_May_MD Besides being short hims, you're long NVO?", "quoted_text": null, "parent_author": "byebyegoodguy", "ret_m1d": -0.09026027648337376, "ret_signed_m1d": -0.09026027648337376, "alpha_spy_m1d": -0.07143661787761779, "alpha_c_m1d": -0.07143661787761779, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.018823658605755966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03631400991206912, "ret_signed_p1d": 0.03631400991206912, "alpha_spy_p1d": 0.031492194348491376, "alpha_c_p1d": 0.031492194348491376, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.004821815563577747, "ret_p1w": 0.04051216230664467, "ret_signed_p1w": 0.04051216230664467, "alpha_spy_p1w": 0.05335570700343828, "alpha_c_p1w": 0.05335570700343828, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": -0.18723756359403154, "ret_signed_p1m": -0.18723756359403154, "alpha_spy_p1m": -0.16777678314776368, "alpha_c_p1m": -0.16777678314776368, "bench_spy_p1m": -0.019460780446267867, "bench_c_p1m": -0.019460780446267867, "ret_p3m": 0.0025107232436891724, "ret_signed_p3m": 0.0025107232436891724, "alpha_spy_p3m": -0.06846097152350672, "alpha_c_p3m": -0.06846097152350672, "bench_spy_p3m": 0.07097169476719589, "bench_c_p3m": 0.07097169476719589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18723756359403154, "alpha_spy_stated": -0.16777678314776368, "alpha_c_stated": -0.16777678314776368, "price_path": [0.0172, -0.0237, -0.0411, -0.0357, 0.0317, 0.055, 0.0319, 0.013, 0.0172, -0.0019, 0.0285, -0.0008, -0.0002, -0.056, -0.0122, 0.0225, 0.0359, 0.0166, -0.0044, -0.0015, 0.0073, 0.0046, -0.0183, -0.0269, 0.0296, 0.0556, 0.0533, 0.0573, 0.0277, 0.0027, -0.0006, 0.0094, 0.0097, 0.0833, 0.1033, 0.0999, 0.0804, 0.0751, 0.068, 0.0997, 0.1568, 0.1809, 0.1874, 0.2036, 0.2345, 0.2565, 0.2519, 0.2366, 0.199, 0.3084, 0.2737, 0.2452, 0.3063, 0.3069, 0.343, 0.3201, 0.2664, 0.2454, 0.2475, 0.237, 0.0558, -0.0094, -0.0903, 0.0, 0.0363, 0.0311, 0.0231, 0.0271, 0.0405, 0.0363, 0.0334, 0.017, -0.0046, -0.1681, -0.19, -0.199, -0.2103, -0.2139, -0.2074, -0.2305, -0.1919, -0.1799, -0.1902, -0.165, -0.1872, -0.1849, -0.2019, -0.2032, -0.1902, -0.1933, -0.2139, -0.2217, -0.2332, -0.2271, -0.2257, -0.2374, -0.2359, -0.2435, -0.2321, -0.2003, -0.2062, -0.1953, -0.202, -0.1968, -0.1816, -0.1853, -0.1835, -0.1735, -0.1444, -0.1119, -0.1093, -0.1183, -0.1196, -0.1422, -0.1481, -0.1618, -0.1041, -0.1035, -0.1041, -0.1233, -0.0813, -0.0451, -0.034, -0.0236, -0.0042, -0.0034, 0.0025, 0.0097, 0.0227, 0.0245, -0.0034, -0.0264, -0.0364, -0.0364, -0.0192, -0.034, -0.0216, -0.0384, -0.0306, -0.0097, -0.0082, -0.041, -0.066, -0.0861, -0.048, -0.0652, -0.1074, -0.0819, -0.0684, -0.0434, -0.0451, -0.0443, -0.0523, -0.053, -0.0602, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021246513905643987", "ticker_idx": 0, "ts": "2026-02-10T15:34:56+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NKTR's price should rise to a level where that is not tenable", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NKTR price expected to rise as LLY opts to settle rather than buy or go to trial.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@somecuriousgirl @jayabacus IMO still low.  NKTR’s price should rise to a level where that is not tenable and imo Lilly should end up settling.  Insane to me to let this go to trial", "reply_text": null, "parent_text": "@A_May_MD @jayabacus How do you btw see the chance of $LLY outright buying $NKTR after today's data?", "quoted_text": null, "parent_author": "somecuriousgirl", "ret_m1d": -0.3380357197352818, "ret_signed_m1d": -0.3380357197352818, "alpha_spy_m1d": -0.34067983862089546, "alpha_c_m1d": -0.3444092459528999, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0063735262176181084, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18482140132359093, "ret_signed_p1d": 0.18482140132359093, "alpha_spy_p1d": 0.18505252346725543, "alpha_c_p1d": 0.17889855437995394, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0059228469436369835, "ret_p1w": 0.3067857197352819, "ret_signed_p1w": 0.3067857197352819, "alpha_spy_p1w": 0.31520913337476864, "alpha_c_p1w": 0.29172105727127273, "bench_spy_p1w": -0.008423413639486732, "bench_c_p1w": 0.01506466246400917, "ret_p1m": 0.2564285823277064, "ret_signed_p1m": 0.2564285823277064, "alpha_spy_p1m": 0.29408101256773833, "alpha_c_p1m": 0.28971256353510066, "bench_spy_p1m": -0.03765243024003195, "bench_c_p1m": -0.033283981207394286, "ret_p3m": 0.4005357197352819, "ret_signed_p3m": 0.4005357197352819, "alpha_spy_p3m": 0.3310738079021296, "alpha_c_p3m": 0.4577069847640892, "bench_spy_p3m": 0.06946191183315231, "bench_c_p3m": -0.05717126502880732, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2564285823277064, "alpha_spy_stated": 0.29408101256773833, "alpha_c_stated": 0.28971256353510066, "price_path": [-0.0005, 0.0352, 0.0582, 0.0298, -0.0366, 0.0121, 0.0639, 0.0566, 0.0777, -0.0159, -0.0307, 0.0471, 0.0777, 0.173, 0.1645, 0.0913, -0.0205, 0.0202, 0.0302, 0.0161, 0.0229, 0.0496, 0.0311, -0.0871, -0.0232, -0.0482, -0.1221, -0.1887, -0.2143, -0.1636, -0.2236, -0.2061, -0.2154, -0.2055, -0.237, -0.2518, -0.245, -0.2246, -0.2059, -0.2327, -0.223, -0.26, -0.2909, -0.3077, -0.3468, -0.3555, -0.3686, -0.3271, -0.353, -0.3407, -0.3477, -0.3373, -0.3361, -0.3209, -0.3588, -0.3709, -0.3334, -0.3193, -0.3061, -0.3279, -0.3729, -0.3427, -0.338, 0.0, 0.1848, 0.2679, 0.2738, 0.3182, 0.3068, 0.3189, 0.3166, 0.3146, 0.2218, 0.2566, 0.1768, 0.2318, 0.2207, 0.2163, 0.2698, 0.2937, 0.2625, 0.2348, 0.287, 0.3095, 0.2564, 0.308, 0.2895, 0.3404, 0.3068, 0.3364, 0.2896, 0.3275, 0.3029, 0.2871, 0.2673, 0.2261, 0.1652, 0.2848, 0.352, 0.3748, 0.3343, 0.3614, 0.3407, 0.3902, 0.3839, 0.4366, 0.4511, 0.4861, 0.4998, 0.5154, 0.792, 0.7529, 0.6643, 0.6296, 0.6371, 0.5489, 0.4966, 0.4857, 0.5186, 0.5439, 0.5516, 0.5029, 0.5195, 0.4888, 0.4623, 0.4057, 0.4005, 0.3562, 0.3273, 0.2611, 0.222, 0.2068, 0.2409, 0.2246, 0.1895, 0.1707, 0.1679, 0.1609, 0.1586, 0.1404, 0.0457, 0.0577, 0.0591, 0.0236, 0.0111, 0.0041, 0.0139, 0.0573, 0.0604, 0.092, 0.0763, 0.0879, 0.0879, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026099615741759985", "ticker_idx": 0, "ts": "2026-02-24T00:59:26+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "bUt $HIMS DeSeRvEs A hIgHeR mUlTiPlE bEcAuSe ItS a GrOwTh CoMpAnY\n\nIt's over, folks.", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic mockery of HIMS growth-premium thesis after weak subscriber adds; author is bearish.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "bUt $HIMS DeSeRvEs A hIgHeR mUlTiPlE bEcAuSe ItS a GrOwTh CoMpAnY\n\nIt’s over, folks.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $HIMS ADDED ONLY 40,000 NET NEW SUBSCRIBERS IN Q4 2025\n\nA GAIN OF JUST +2% vs Q3 2025 🤯 https://t.co/BUYilDWXPW", "parent_author": null, "ret_m1d": 0.0032341649813383277, "ret_signed_m1d": -0.0032341649813383277, "alpha_spy_m1d": -0.010450190746712051, "alpha_c_m1d": -0.010450190746712051, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.007216025765373724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02328587682981631, "ret_signed_p1d": -0.02328587682981631, "alpha_spy_p1d": -0.014847570529277876, "alpha_c_p1d": -0.014847570529277876, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.008438306300538434, "ret_p1w": 0.02328587682981631, "ret_signed_p1w": -0.02328587682981631, "alpha_spy_p1w": -0.033498864479980184, "alpha_c_p1w": -0.033498864479980184, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.010212987650163874, "ret_p1m": 0.34799483189948055, "ret_signed_p1m": -0.34799483189948055, "alpha_spy_p1m": -0.3898020574056865, "alpha_c_p1m": -0.3898020574056865, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04180722550620597, "ret_p3m": 0.5426908358745628, "ret_signed_p3m": -0.5426908358745628, "alpha_spy_p3m": -0.447702891299254, "alpha_c_p3m": -0.447702891299254, "bench_spy_p3m": 0.09498794457530879, "bench_c_p3m": 0.09498794457530879, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34799483189948055, "alpha_spy_stated": -0.3898020574056865, "alpha_c_stated": -0.3898020574056865, "price_path": [1.1746, 1.2451, 1.4437, 1.3991, 1.4838, 1.5718, 1.4263, 1.3486, 1.3978, 1.5886, 1.5356, 1.5304, 1.5757, 1.4502, 1.4431, 1.4069, 1.3448, 1.3842, 1.262, 1.249, 1.3001, 1.2671, 1.251, 1.2426, 1.2193, 1.2057, 1.1371, 1.1003, 1.1611, 1.2451, 1.2937, 1.2937, 1.1908, 1.0498, 1.0918, 1.0828, 1.0259, 1.0201, 1.0298, 0.9709, 0.8687, 0.9741, 0.9159, 0.9586, 0.9198, 0.8545, 0.9321, 0.7523, 0.7102, 0.652, 0.5783, 0.5188, 0.489, 0.2503, 0.1151, 0.0796, 0.022, 0.0543, 0.0524, 0.0246, 0.0233, 0.011, 0.0032, 0.0, 0.0233, 0.0091, -0.0608, 0.066, 0.0233, 0.064, 0.0272, 0.0181, 0.4334, 0.5181, 0.674, 0.542, 0.6022, 0.6093, 0.6158, 0.4974, 0.5627, 0.4243, 0.4528, 0.3803, 0.348, 0.3493, 0.2536, 0.2147, 0.3428, 0.2833, 0.238, 0.315, 0.2613, 0.2542, 0.2775, 0.2568, 0.368, 0.3816, 0.5712, 0.7458, 0.8642, 1.0058, 0.925, 0.8765, 0.8208, 0.9767, 0.901, 0.8053, 0.7031, 0.7574, 0.773, 0.7639, 0.7031, 0.7387, 0.6591, 0.8286, 0.8849, 0.619, 0.5614, 0.5679, 0.6203, 0.4418, 0.4515, 0.4903, 0.553, 0.5362, 0.5427, 0.63, 0.6417, 0.6915, 0.7956, 0.7794, 0.7794, 0.8118, 0.694, 0.7574, 0.8745, 0.7969, 0.8674, 0.7348, 0.9515, 1.0356, 1.0627, 1.2943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2030987513402118484", "ticker_idx": 0, "ts": "2026-03-09T12:42:11+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is a win/win for them ➡️ Stopping IP theft *and* increasing access to their legitimate channels in one swoop", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NVO wins by stopping HIMS IP theft and expanding legitimate channels; HIMS personalized dosing scam ended.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NVO ***FINALLY*** ended the $HIMS “personalized dosing” scam!!!\n\n$NVO had the leverage here, and this is a win/win for them ➡️ Stopping IP theft *and* increasing access to their legitimate channels in one swoop. \n\nNot the way I foresaw it playing out, but will give credit where it’s due to $NVO management:  100% the right business decision here.\n\n---\n\nSome food for the haters while we are at it https://t.co/gNiZaG5WtU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030165908320467838, "ret_signed_m1d": -0.030165908320467838, "alpha_spy_m1d": -0.02148201813451578, "alpha_c_m1d": -0.02148201813451578, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.008683890185952059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02664653246739046, "ret_signed_p1d": -0.02664653246739046, "alpha_spy_p1d": -0.025039426571550782, "alpha_c_p1d": -0.025039426571550782, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0016071058958396778, "ret_p1w": -0.030165908320467838, "ret_signed_p1w": -0.030165908320467838, "alpha_spy_p1w": -0.016543005835655045, "alpha_c_p1w": -0.016543005835655045, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.013622902484812793, "ret_p1m": -0.019875794921449752, "ret_signed_p1m": -0.019875794921449752, "alpha_spy_p1m": -0.01926570079470935, "alpha_c_p1m": -0.01926570079470935, "bench_spy_p1m": -0.0006100941267404014, "bench_c_p1m": -0.0006100941267404014, "ret_p3m": 0.0689894891924483, "ret_signed_p3m": 0.0689894891924483, "alpha_spy_p3m": -0.02384776693273749, "alpha_c_p3m": -0.02384776693273749, "bench_spy_p3m": 0.09283725612518579, "bench_c_p3m": 0.09283725612518579, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019875794921449752, "alpha_spy_stated": -0.01926570079470935, "alpha_c_stated": -0.01926570079470935, "price_path": [0.2064, 0.2031, 0.1757, 0.1654, 0.233, 0.2642, 0.2614, 0.2662, 0.2308, 0.2009, 0.1968, 0.2089, 0.2092, 0.2974, 0.3213, 0.3172, 0.2939, 0.2876, 0.279, 0.317, 0.3854, 0.4143, 0.4221, 0.4414, 0.4784, 0.5048, 0.4992, 0.4809, 0.4359, 0.5669, 0.5254, 0.4912, 0.5644, 0.5651, 0.6083, 0.5809, 0.5166, 0.4915, 0.494, 0.4814, 0.2645, 0.1863, 0.0895, 0.1976, 0.2411, 0.2348, 0.2252, 0.23, 0.2461, 0.2411, 0.2376, 0.2179, 0.1921, -0.0038, -0.0299, -0.0407, -0.0543, -0.0586, -0.0508, -0.0784, -0.0322, -0.0178, -0.0302, 0.0, -0.0266, -0.0239, -0.0442, -0.0458, -0.0302, -0.0339, -0.0586, -0.0679, -0.0817, -0.0744, -0.0726, -0.0867, -0.085, -0.094, -0.0803, -0.0423, -0.0493, -0.0363, -0.0444, -0.0381, -0.0199, -0.0243, -0.0222, -0.0102, 0.0247, 0.0635, 0.0666, 0.056, 0.0544, 0.0273, 0.0203, 0.0038, 0.0729, 0.0737, 0.0729, 0.05, 0.1003, 0.1435, 0.1568, 0.1693, 0.1925, 0.1936, 0.2006, 0.2092, 0.2248, 0.2269, 0.1936, 0.1659, 0.1539, 0.1539, 0.1745, 0.1568, 0.1717, 0.1516, 0.161, 0.186, 0.1878, 0.1485, 0.1185, 0.0945, 0.1401, 0.1195, 0.069, 0.0995, 0.1156, 0.1456, 0.1435, 0.1446, 0.1349, 0.1341, 0.1255, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021595553381937402", "ticker_idx": 0, "ts": "2026-02-11T14:41:54+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it follows the $ABVX model and in relatively short order grinds up to a triple digit stock price. IMO the legitimate inflection point is finally here for $NKTR.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added to NKTR at open; sees violent rerating to triple-digit price as institutional support arrives via new offering, closing massive valuation gap vs peers.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Bought more $NKTR at open.\n\nShould’ve done it yesterday, but really don’t have dry firepower and already hugely overweight the name.  Had to move some stuff around to do so.\n\nAfter sleeping on it, the thing for me is that this asset has been insanely undervalued for a long time, so “what changes that?” is the question.  \n\nWhat it has lacked has been institutional support (and thus, funding).\n\nThat’s going to change with this offering.\n\nThe disconnect on valuations to peers (which is a term I use somewhat begrudgingly as I think $NKTR is in many ways a superior asset to “peers” that hold multiples of its valuation) has been massive.\n\nThat gap is big enough that the name finally switching to a “legitimate” name with real specialist interest/support is likely going to lead to violent rerating. \n\nI think it follows the $ABVX model and in relatively short order grinds up to a triple digit stock price.\n\nIMO the legitimate inflection point is finally here for $NKTR.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1559909376359363, "ret_signed_m1d": -0.1559909376359363, "alpha_spy_m1d": -0.15622211320939483, "alpha_c_m1d": -0.15010296425742842, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.0058879733785078825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0700829183544378, "ret_signed_p1d": 0.0700829183544378, "alpha_spy_p1d": 0.08553177805232404, "alpha_c_p1d": 0.07168292604216242, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.0016000076877246139, "ret_p1w": 0.11318767609557123, "ret_signed_p1w": 0.11318767609557123, "alpha_spy_p1w": 0.12399768355934104, "alpha_c_p1w": 0.10672371171640793, "bench_spy_p1w": -0.01081000746376981, "bench_c_p1w": 0.006463964379163301, "ret_p1m": 0.10399399675299392, "ret_signed_p1m": 0.10399399675299392, "alpha_spy_p1m": 0.1468722328452382, "alpha_c_p1m": 0.1453380698899268, "bench_spy_p1m": -0.04287823609224428, "bench_c_p1m": -0.04134407313693289, "ret_p3m": 0.1446872448364176, "ret_signed_p3m": 0.1446872448364176, "alpha_spy_p3m": 0.06899325035572335, "alpha_c_p3m": 0.20188322964767025, "bench_spy_p3m": 0.07569399448069425, "bench_c_p3m": -0.057195984811252654, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10399399675299392, "alpha_spy_stated": 0.1468722328452382, "alpha_c_stated": 0.1453380698899268, "price_path": [-0.1263, -0.1069, -0.1308, -0.1869, -0.1457, -0.102, -0.1082, -0.0904, -0.1694, -0.1819, -0.1162, -0.0904, -0.0099, -0.0172, -0.079, -0.1733, -0.139, -0.1305, -0.1424, -0.1367, -0.1141, -0.1298, -0.2295, -0.1756, -0.1967, -0.2591, -0.3153, -0.3369, -0.294, -0.3447, -0.3299, -0.3378, -0.3295, -0.356, -0.3685, -0.3628, -0.3456, -0.3298, -0.3524, -0.3442, -0.3754, -0.4015, -0.4157, -0.4487, -0.4561, -0.4671, -0.4321, -0.454, -0.4436, -0.4494, -0.4407, -0.4396, -0.4268, -0.4588, -0.469, -0.4374, -0.4255, -0.4143, -0.4327, -0.4707, -0.4452, -0.4413, -0.156, 0.0, 0.0701, 0.0751, 0.1126, 0.1029, 0.1132, 0.1112, 0.1096, 0.0312, 0.0606, -0.0068, 0.0396, 0.0303, 0.0265, 0.0717, 0.0919, 0.0656, 0.0422, 0.0862, 0.1052, 0.0604, 0.104, 0.0883, 0.1313, 0.1029, 0.128, 0.0885, 0.1204, 0.0996, 0.0864, 0.0696, 0.0348, -0.0166, 0.0844, 0.1411, 0.1604, 0.1261, 0.1491, 0.1316, 0.1733, 0.168, 0.2125, 0.2247, 0.2543, 0.2659, 0.279, 0.5124, 0.4794, 0.4047, 0.3754, 0.3818, 0.3073, 0.2631, 0.254, 0.2817, 0.3031, 0.3096, 0.2684, 0.2824, 0.2565, 0.2342, 0.1864, 0.1821, 0.1447, 0.1203, 0.0644, 0.0313, 0.0185, 0.0473, 0.0336, 0.0039, -0.0119, -0.0143, -0.0202, -0.0222, -0.0375, -0.1174, -0.1073, -0.1061, -0.1361, -0.1466, -0.1525, -0.1442, -0.1076, -0.105, -0.0784, -0.0916, -0.0818, -0.0818, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048468947003973641", "ticker_idx": 0, "ts": "2026-04-26T18:27:10+00:00", "symbol": "ORKA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I predict that placebo doesn't stand a chance against the most effective target in the history of psoriasis treatment, as validated by over a decade of evidence from other IL23p19 inhibitors!", "tweet_type": "prediction", "timeline": "days", "summary": "Expects ORKA P2a data tomorrow to show IL23p19 beats placebo in psoriasis, but flags $5B fully diluted cap as a valuation concern.", "resolved_tickers": ["ORKA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Tomorrow $ORKA will show P2a data that will tell us whether or not IL23p19 inhibition (the most widely used FDA-approved target for psoriasis treatment in the history of the world) can accomplish a higher PASI100 response rate than placebo in psoriasis patients.  Exciting! \n\nMy opinion?  I predict that placebo doesn't stand a chance against the most effective target in the history of psoriasis treatment, as validated by over a decade of evidence from other IL23p19 inhibitors!\n\nThe stock is already up 115% since a few weeks ago in mid March, so let's hope that the P2a data tomorrow prove that not only can every other IL23p19 inhibitor ever invented treat psoriasis effectively, but also $ORKA's!  \n\nOtherwise, it sure would be tough to launch against the biosimilar IL23p19 inhibitors on the market!  \n\nTotally unrelated (because why does valuation matter to anything anyway?) - the fully diluted market cap is getting close to $5B already!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0963476982479059, "ret_signed_m1d": -0.0963476982479059, "alpha_spy_m1d": -0.0946278733038387, "alpha_c_m1d": -0.10136642073653701, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.005018722488631111, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03141774505897077, "ret_signed_p1d": -0.03141774505897077, "alpha_spy_p1d": -0.02655175279185129, "alpha_c_p1d": -0.034066494579674034, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.002648749520703264, "ret_p1w": -0.1299908415305131, "ret_signed_p1w": -0.1299908415305131, "alpha_spy_p1w": -0.13396192588270717, "alpha_c_p1w": -0.1388434063864794, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.008852564855966305, "ret_p1m": -0.24086919568263554, "ret_signed_p1m": -0.24086919568263554, "alpha_spy_p1m": -0.2902141391748351, "alpha_c_p1m": -0.2780223137840193, "bench_spy_p1m": 0.04934494349219953, "bench_c_p1m": 0.037153118101383775, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.1299908415305131, "alpha_spy_stated": -0.13396192588270717, "alpha_c_stated": -0.1388434063864794, "price_path": [-0.5533, -0.5431, -0.5397, -0.5384, -0.5519, -0.551, -0.5477, -0.568, -0.5887, -0.5674, -0.5646, -0.5696, -0.5783, -0.5727, -0.5783, -0.5722, -0.5776, -0.5756, -0.5766, -0.5638, -0.5345, -0.5382, -0.5507, -0.5495, -0.559, -0.5701, -0.542, -0.5658, -0.5684, -0.5595, -0.559, -0.5495, -0.5812, -0.4764, -0.4535, -0.4592, -0.4659, -0.4918, -0.4906, -0.4559, -0.4777, -0.4265, -0.4049, -0.4177, -0.4041, -0.3579, -0.3398, -0.3021, -0.2621, -0.2067, -0.1882, -0.1674, -0.2201, -0.1965, -0.1221, -0.1419, -0.122, -0.0978, -0.0984, -0.0967, -0.0878, -0.1132, -0.0963, 0.0, -0.0314, -0.1085, -0.1045, -0.1808, -0.13, -0.0974, -0.0864, -0.1613, -0.1545, -0.1402, -0.1537, -0.1729, -0.1635, -0.1893, -0.2363, -0.2473, -0.2058, -0.2317, -0.2066, -0.2269, -0.2409, -0.241, -0.2338, -0.2799, -0.277, -0.2512, -0.1847, -0.2127, -0.1614, -0.1238, -0.1618, -0.1037, -0.0851, -0.0986, -0.1136, -0.0721, -0.0721, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065523716919038245", "ticker_idx": 0, "ts": "2026-06-12T19:56:44+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "New and quite meaningful info IMO. Not sure what's up with the quiet disclosure of it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: new slide data shows cancers were pre-existing before Obefazimod exposure — earlier identification + indolent subtypes meaningfully de-risk the safety concern.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I would disagree that there are no surprises in the new $ABVX slides or that this was all shared at guggenheim.  For one thing, they were way off on the prostate cancer timing.  At gugg they said day 367, but it actually was identified much earlier.  Very important.\n\nAlso, they had said the patient was exposed to prior therapies, but they didn't say which...we now find out that FIVE of them have cancer labels, including 3 with black box cancer labels.  Very important info.\n\nWe also didn't know the cancer subtypes.  These could've been very aggressive, rapid growing tumors.  Instead we find out, not only were they identified earlier on in the study, they were also more indolent, slower growing subtypes, further supporting the idea that these cancers were PRE-EXISTING before these patients even had any exposure to Obefazimod.\n\nNew and quite meaningful info IMO.  Not sure what's up with the quiet disclosure of it.", "reply_text": null, "parent_text": "So $abvx quietly updated corporate deck with the case by case breakdown this afternoon. https://t.co/tV9NOLBRzS\n\nNo surprises, everything that has been shared already by either some of us or sellside, but would’ve appreciated some better messaging from the co than just dropping https://t.co/RKR6229Uvy", "quoted_text": null, "parent_author": "seedy19tron", "ret_m1d": 0.044743651561651276, "ret_signed_m1d": 0.044743651561651276, "alpha_spy_m1d": 0.05012280765353483, "alpha_c_m1d": 0.0429232316686583, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": 0.001820419892992975, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01771102051188933, "ret_signed_p1d": 0.01771102051188933, "alpha_spy_p1d": 7.705061813600977e-05, "alpha_c_p1d": 0.023692414332501244, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": -0.005981393820611913, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1963, 0.2714, 0.3114, 0.2842, 0.2742, 0.2464, 0.1954, 0.1411, 0.1466, 0.1339, 0.0613, 0.0513, 0.1533, 0.1908, 0.226, 0.2374, 0.2064, 0.2321, 0.3018, 0.3065, 0.2564, 0.303, 0.2582, 0.2685, 0.2445, 0.1909, 0.1541, 0.2013, 0.1704, 0.1865, 0.159, 0.138, 0.1004, 0.2157, 0.2181, 0.2132, 0.282, 0.3106, 0.291, 0.2713, 0.2649, 0.2573, 0.2627, 0.2532, 0.1862, 0.1761, 0.1779, 0.2418, 0.2846, 0.2635, 0.3093, 0.3437, 0.3413, 0.3737, 0.3432, -0.2491, -0.0663, 0.0868, 0.0516, 0.0516, 0.0639, 0.0153, 0.0447, 0.0, 0.0177, 0.0098, 0.0373, 0.0269, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2048864694358736986", "ticker_idx": 0, "ts": "2026-04-27T20:39:43+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Quiet and watch the stock go down", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish Intellia: insufficient capital raise proves thesis; expects stock to fall from here.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@EliKorey You’re wrong.  I said they won’t be able to raise the amount of money that they need.  That was just proven right.  Quiet and watch the stock go down.", "reply_text": null, "parent_text": "@A_May_MD It did not take long for your opinion that Intellia would not be able to raise money to be wrong. Also explains some of the weakness in the stock in the latter half of the day. The company was not going to raise their capital needs in one offering.", "quoted_text": null, "parent_author": "EliKorey", "ret_m1d": -0.012121200736670112, "ret_signed_m1d": 0.012121200736670112, "alpha_spy_m1d": 0.01701098666430123, "alpha_c_m1d": 0.00947944855578986, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": -0.0026417521808802524, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05719697919321032, "ret_signed_p1d": 0.05719697919321032, "alpha_spy_p1d": 0.057042469868224366, "alpha_c_p1d": 0.0502448099394589, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": -0.006952169253751417, "ret_p1w": 0.008333379692502252, "ret_signed_p1w": -0.008333379692502252, "alpha_spy_p1w": 0.0086403767653771, "alpha_c_p1w": 0.0018168340939157535, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.010150213786418005, "ret_p1m": 0.03636367445806554, "ret_signed_p1m": -0.03636367445806554, "alpha_spy_p1m": 0.023929440995050788, "alpha_c_p1m": 0.012579656494087654, "bench_spy_p1m": 0.06029311545311633, "bench_c_p1m": 0.0489433309521532, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03636367445806554, "alpha_spy_stated": 0.023929440995050788, "alpha_c_stated": 0.012579656494087654, "price_path": [0.1235, 0.047, 0.053, -0.0038, -0.0106, -0.0114, -0.0636, -0.1598, -0.0697, -0.0538, -0.0977, -0.0909, -0.1197, -0.1008, -0.0742, -0.0545, -0.0121, -0.0424, -0.003, 0.0288, 0.0167, 0.0818, 0.0439, 0.1697, 0.0307, 0.047, -0.0038, 0.0182, 0.0523, 0.0205, -0.0144, -0.0265, -0.0333, 0.0136, 0.0212, 0.0008, -0.0038, -0.0273, -0.0068, -0.0295, 0.0045, 0.003, -0.0629, -0.1174, -0.0288, 0.0053, -0.0053, 0.0076, 0.0265, 0.0508, 0.0477, 0.022, 0.0803, 0.1197, 0.1318, 0.0727, 0.1326, 0.1523, 0.1598, 0.2553, 0.2023, 0.0326, -0.0121, 0.0, -0.0572, 0.0212, 0.0045, 0.0508, 0.0083, 0.0492, 0.0386, 0.0674, 0.0924, 0.0598, 0.0818, -0.0083, 0.0356, -0.0386, -0.0955, -0.0712, -0.0629, -0.0455, -0.0447, 0.0182, 0.0364, 0.0659, 0.0402, -0.0053, -0.0136, 0.1174, 0.0258, 0.022, -0.0235, -0.0758, -0.0644, -0.0826, 0.1303, 0.1023, 0.1515, 0.1871, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064819007967076594", "ticker_idx": 0, "ts": "2026-06-10T21:16:28+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The fact these guys have to be so overly promotional and spew such absolute bullshit should concern $APGE investors IMO. If you've got to say absurd bullshit to keep the stock supported, you're not on good footing.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short APGE: management making implausible claims that Dupixent going generic will have zero impact on their same-MoA drug launch; promotional BS signals weak fundamental position.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Another round of my eyes rolling completely out of my head every time I listen to $APGE management speak.\n\nAt GS they said, in no uncertain terms and multiple times, that Dupixent going generic will have ZERO impact on the launch of their own IL4/13.  ZERO impact?!?!  On the launch of a 12 year late drug with the same MoA?  None???\n\nAbsolutely absurd.  They went on about payer dynamics and never once mentioned prescriber dynamics.  You don’t think we will prescribe a drug that costs a few thousand dollars/year over one that costs $60,000 a year???  Ridiculous. \n\nThey try to cite the example of stelara going biosimilar with other IL23 launches still going well despite that…this is not at all an appropriate comparison, as Stelara is a DEMONSTRABLY inferior drug to the modern p19 IL23s (Stelara is a p40 IL12/23 drug).  Comparisons like this (slating obviously inferior/superior drugs against eachother) are a common defense for the YTE cabal, and they’re cope. \n\nThe fact these guys have to be so overly promotional and spew such absolute bullshit should concern $APGE investors IMO.  If you’ve got to say absurd bullshit to keep the stock supported, you’re not on good footing. \n\nAnd to be clear, if you *actually* think that Dupixent going generic will have ZERO (!!!!) effect on the launch of other branded drugs with THE SAME MECHANISM OF ACTION, I sincerely think you are delusional.  Full stop, delusional.  Management doesn’t believe this “no impact” nonsense either - it would be *insulting* of me to think they actually do.\n\nBtw, Ebglyss wasn’t mentioned a single time in the entire meeting 🤷🏻‍♂️", "reply_text": null, "parent_text": null, "quoted_text": "I've got to complain about $APGE again.  You're welcome to take my opinion with a grain of salt since I've disclosed that I am short, but IMO they are spewing absolutely *blatant* bullshit about ISRs (add them to the LLY legal team!). \n\nI heard them in 2 recent calls saying that https://t.co/pMMYwvYdif", "parent_author": null, "ret_m1d": -0.07575417630499304, "ret_signed_m1d": 0.07575417630499304, "alpha_spy_m1d": 0.05904139305294431, "alpha_c_m1d": 0.06770699437336436, "bench_spy_m1d": -0.016712783252048724, "bench_c_m1d": -0.008047181931628677, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0130726052396124, "ret_signed_p1d": 0.0130726052396124, "alpha_spy_p1d": 0.018480853141141784, "alpha_c_p1d": 0.011255493253426785, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": -0.0018171119861856155, "ret_p1w": 0.009832371546569574, "ret_signed_p1w": -0.009832371546569574, "alpha_spy_p1w": 0.0049471646333847374, "alpha_c_p1w": -0.04026914585294272, "bench_spy_p1w": 0.014779536179954311, "bench_c_p1w": -0.03043677430637315, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1787, -0.1966, -0.2057, -0.2196, -0.254, -0.2346, -0.2621, -0.1146, -0.1844, -0.1226, -0.1238, -0.1305, -0.1204, -0.0596, -0.0588, -0.0577, -0.0613, -0.0695, -0.0713, -0.0333, -0.0361, -0.0308, -0.0115, -0.002, 0.0117, 0.0302, 0.0159, 0.0152, 0.0132, -0.0135, -0.0435, -0.0339, -0.0461, -0.0835, -0.0739, -0.0978, -0.0665, -0.0694, -0.0554, -0.0859, -0.0723, -0.0547, -0.0734, -0.0621, -0.0625, -0.0934, -0.1201, -0.1255, -0.0906, -0.079, -0.0932, -0.0747, -0.1313, -0.1305, -0.0822, -0.114, -0.1206, -0.0593, 0.0156, -0.0288, -0.0725, -0.0503, -0.0758, 0.0, -0.0131, -0.037, -0.0476, -0.012, 0.0098, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019128600407207961", "ticker_idx": 0, "ts": "2026-02-04T19:19:06+00:00", "symbol": "ZBIO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Negative readthrough to $ZBIO", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LLY's nondepleting CD19 mAb failure is negative for ZBIO but positive for CLYM.", "resolved_tickers": ["ZBIO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AppleHelix $LLY mAb is nondepleting.  Negative readthrough to $ZBIO, positive readthrough to $CLYM.", "reply_text": null, "parent_text": "$LLY killed its CD19 mAb. \n\n$CLYM", "quoted_text": null, "parent_author": "AppleHelix", "ret_m1d": -0.045498574104557044, "ret_signed_m1d": 0.045498574104557044, "alpha_spy_m1d": 0.05036600495360455, "alpha_c_m1d": 0.0331292201643405, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.012369353940216543, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016940967282415897, "ret_signed_p1d": -0.016940967282415897, "alpha_spy_p1d": -0.029430251342740132, "alpha_c_p1d": -0.02456775031261993, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.007626783030204032, "ret_p1w": 0.12633110501588374, "ret_signed_p1w": -0.12633110501588374, "alpha_spy_p1w": -0.11792235063304535, "alpha_c_p1w": -0.1249211090389728, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.0014099959769109383, "ret_p1m": 0.22362056502203242, "ret_signed_p1m": -0.22362056502203242, "alpha_spy_p1m": -0.243746188428837, "alpha_c_p1m": -0.24496257599896742, "bench_spy_p1m": -0.02012562340680457, "bench_c_p1m": -0.021342010976935, "ret_p3m": 0.008228464547410885, "ret_signed_p3m": -0.008228464547410885, "alpha_spy_p3m": 0.0641189609042101, "alpha_c_p3m": -0.07252551836381216, "bench_spy_p3m": 0.07234742545162098, "bench_c_p3m": -0.06429705381640127, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22362056502203242, "alpha_spy_stated": -0.243746188428837, "alpha_c_stated": -0.24496257599896742, "price_path": [0.5165, 0.4497, 0.4777, 0.5712, 0.6268, 0.5716, 0.7038, 0.7328, 0.726, 0.6941, 0.7367, 0.7527, 0.7982, 0.6864, 0.7328, 0.8514, 0.9293, 0.9618, 0.8795, 0.7943, 0.6699, 0.7749, 0.8446, 0.9061, 0.9054, 0.8478, 0.8925, 0.9463, 0.9647, 0.5774, 0.7856, 0.7333, 0.6975, 0.7498, 1.0489, 1.0721, 1.0895, 1.0566, 0.8901, 0.7706, 0.7575, 0.6699, -0.196, -0.2643, -0.2009, -0.2057, -0.2217, -0.0426, 0.044, 0.092, -0.0353, -0.0242, 0.0106, -0.0518, -0.0126, -0.0276, -0.0649, -0.0286, 0.0392, 0.0106, -0.1108, -0.1215, -0.0455, 0.0, 0.0169, 0.0552, 0.0881, 0.0397, 0.1263, 0.2638, 0.2778, 0.2957, 0.2914, 0.3078, 0.2527, 0.2652, 0.2619, 0.2599, 0.2759, 0.2754, 0.2372, 0.2188, 0.2498, 0.2227, 0.2236, 0.2652, 0.2546, 0.2265, 0.1859, 0.1636, 0.1244, 0.1365, 0.1147, 0.1312, 0.0794, -0.0015, 0.0194, 0.0741, 0.0726, -0.1186, -0.1179, -0.0537, -0.0145, 0.0387, 0.0774, 0.0881, 0.0097, 0.03, -0.0106, 0.0184, 0.0329, 0.0189, 0.0532, 0.0561, 0.0116, -0.0106, -0.0286, -0.105, -0.1196, -0.1002, -0.1283, -0.1505, -0.0649, -0.0629, 0.0436, 0.0048, 0.0082, -0.0673, -0.0494, -0.0126, -0.0726, -0.0353, -0.0852, -0.1123, -0.1815, -0.1365, -0.0532, -0.0397, -0.0818, -0.0934, -0.1244, -0.1016, -0.1094, -0.1205, -0.1709, -0.1578, -0.1104, -0.1544, -0.1476, -0.1084, -0.1331, -0.1404, -0.0416, -0.0944, -0.1196, -0.1007, -0.1007, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019128600407207961", "ticker_idx": 1, "ts": "2026-02-04T19:19:06+00:00", "symbol": "CLYM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "positive readthrough to $CLYM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LLY's nondepleting CD19 mAb failure is negative for ZBIO but positive for CLYM.", "resolved_tickers": ["CLYM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AppleHelix $LLY mAb is nondepleting.  Negative readthrough to $ZBIO, positive readthrough to $CLYM.", "reply_text": null, "parent_text": "$LLY killed its CD19 mAb. \n\n$CLYM", "quoted_text": null, "parent_author": "AppleHelix", "ret_m1d": 0.01980196056547401, "ret_signed_m1d": 0.01980196056547401, "alpha_spy_m1d": 0.014934529716426503, "alpha_c_m1d": 0.03217131450569055, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.012369353940216543, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0792079366850924, "ret_signed_p1d": -0.0792079366850924, "alpha_spy_p1d": -0.06671865262476817, "alpha_c_p1d": -0.07158115365488837, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.007626783030204032, "ret_p1w": 0.10099004609551576, "ret_signed_p1w": 0.10099004609551576, "alpha_spy_p1w": 0.09258129171267737, "alpha_c_p1w": 0.09958005011860482, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.0014099959769109383, "ret_p1m": 0.4217820905257843, "ret_signed_p1m": 0.4217820905257843, "alpha_spy_p1m": 0.4419077139325889, "alpha_c_p1m": 0.4431241015027193, "bench_spy_p1m": -0.02012562340680457, "bench_c_p1m": -0.021342010976935, "ret_p3m": 1.4198019416808347, "ret_signed_p3m": 1.4198019416808347, "alpha_spy_p3m": 1.3474545162292138, "alpha_c_p3m": 1.4840989954972361, "bench_spy_p3m": 0.07234742545162098, "bench_c_p3m": -0.06429705381640127, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4217820905257843, "alpha_spy_stated": 0.4419077139325889, "alpha_c_stated": 0.4431241015027193, "price_path": [-0.604, -0.6277, -0.6198, -0.6139, -0.6376, -0.6436, -0.6238, -0.6198, -0.6297, -0.6238, -0.6277, -0.6218, -0.6356, -0.6574, -0.6634, -0.6515, -0.6436, -0.6356, -0.6257, -0.6455, -0.6752, -0.6554, -0.6574, -0.6594, -0.6416, -0.6238, -0.5881, -0.5446, -0.4059, -0.2455, -0.0851, -0.1584, -0.1327, -0.1525, -0.0297, -0.0891, -0.0396, -0.0238, -0.1208, -0.202, -0.2079, -0.2574, -0.299, -0.2455, -0.1683, -0.0931, -0.004, -0.0693, -0.1822, -0.2158, -0.2535, -0.1644, -0.1446, -0.1505, -0.0277, -0.0059, -0.0554, 0.0139, 0.0218, -0.0535, -0.1149, -0.0634, 0.0198, 0.0, -0.0792, 0.0772, 0.1426, 0.0891, 0.101, 0.0436, 0.1228, 0.1109, 0.0891, 0.1168, 0.1149, 0.1545, 0.2594, 0.404, 0.4614, 0.4158, 0.4, 0.404, 0.4416, 0.4634, 0.4218, 0.4356, 0.4515, 0.4515, 0.4376, 0.3921, 0.4119, 0.4099, 0.4099, 0.3822, 0.2099, 0.295, 0.3228, 0.3822, 0.4079, 0.3901, 0.295, 0.3564, 0.3762, 0.299, 0.3347, 0.3604, 0.4059, 0.5941, 0.6653, 0.7089, 0.7525, 0.7129, 0.7465, 0.8139, 0.7762, 0.8554, 0.8416, 0.7861, 0.8099, 0.8812, 0.8337, 0.7386, 0.7584, 0.7644, 0.9188, 1.2673, 1.4198, 1.3584, 1.2515, 1.202, 1.2119, 1.2594, 1.2436, 1.1386, 0.9564, 0.9109, 1.0832, 1.1604, 1.1782, 1.2554, 1.3683, 1.2455, 1.1703, 1.3366, 1.2178, 1.0673, 1.1604, 1.0891, 1.1327, 1.205, 1.1386, 1.1604, 1.2653, 1.2752, 1.1208, 1.2455, 1.2673, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048722513325129733", "ticker_idx": 0, "ts": "2026-04-27T11:14:45+00:00", "symbol": "ORKA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This makes it the single most overvalued stock that I cover. $7B for phase 2a data that only matches existing bars and will have to go against massive biosimilar competition in the single most well-served indication in dermatology. Absolutely absurd. #Short", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short ORKA: $7B market cap for phase 2a data that merely matches existing IL-17/IL-23 bars, with massive biosimilar competition ahead in a saturated I&I indication.", "resolved_tickers": ["ORKA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ORKA with 63% PASI100 at week 16.\n\nHigh dose skyrizi in the knockout trial achieved 67%.  \n\nIn phase 3 Bimzelx achieved 62%.\n\nAt >$100 parmarket, $ORKA’s market cap is nearly $7B.\n\nThis makes it the single most overvalued stock that I cover.   $7B for phase 2a data that only matches existing bars and will have to go against massive biosimilar competition in the single most well-served indication in dermatology, and likely in the entire landscape of I&I.  Absolutely absurd.  \n\n#Short", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0963476982479059, "ret_signed_m1d": 0.0963476982479059, "alpha_spy_m1d": 0.0946278733038387, "alpha_c_m1d": 0.10136642073653701, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.005018722488631111, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03141774505897077, "ret_signed_p1d": 0.03141774505897077, "alpha_spy_p1d": 0.02655175279185129, "alpha_c_p1d": 0.034066494579674034, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.002648749520703264, "ret_p1w": -0.1299908415305131, "ret_signed_p1w": 0.1299908415305131, "alpha_spy_p1w": 0.13396192588270717, "alpha_c_p1w": 0.1388434063864794, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.008852564855966305, "ret_p1m": -0.24086919568263554, "ret_signed_p1m": 0.24086919568263554, "alpha_spy_p1m": 0.2902141391748351, "alpha_c_p1m": 0.2780223137840193, "bench_spy_p1m": 0.04934494349219953, "bench_c_p1m": 0.037153118101383775, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24086919568263554, "alpha_spy_stated": 0.2902141391748351, "alpha_c_stated": 0.2780223137840193, "price_path": [-0.5533, -0.5431, -0.5397, -0.5384, -0.5519, -0.551, -0.5477, -0.568, -0.5887, -0.5674, -0.5646, -0.5696, -0.5783, -0.5727, -0.5783, -0.5722, -0.5776, -0.5756, -0.5766, -0.5638, -0.5345, -0.5382, -0.5507, -0.5495, -0.559, -0.5701, -0.542, -0.5658, -0.5684, -0.5595, -0.559, -0.5495, -0.5812, -0.4764, -0.4535, -0.4592, -0.4659, -0.4918, -0.4906, -0.4559, -0.4777, -0.4265, -0.4049, -0.4177, -0.4041, -0.3579, -0.3398, -0.3021, -0.2621, -0.2067, -0.1882, -0.1674, -0.2201, -0.1965, -0.1221, -0.1419, -0.122, -0.0978, -0.0984, -0.0967, -0.0878, -0.1132, -0.0963, 0.0, -0.0314, -0.1085, -0.1045, -0.1808, -0.13, -0.0974, -0.0864, -0.1613, -0.1545, -0.1402, -0.1537, -0.1729, -0.1635, -0.1893, -0.2363, -0.2473, -0.2058, -0.2317, -0.2066, -0.2269, -0.2409, -0.241, -0.2338, -0.2799, -0.277, -0.2512, -0.1847, -0.2127, -0.1614, -0.1238, -0.1618, -0.1037, -0.0851, -0.0986, -0.1136, -0.0721, -0.0721, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2063648905317716334", "ticker_idx": 0, "ts": "2026-06-07T15:46:54+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As long as the RATE of cases in the new data *stays* below the relevant comps of clean label drugs (yes, $ABVX's CURRENT rate is already there), the stock will trade up, even WITH new cases in the new data", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX: current adverse-event rate already below clean-label comps; stock will trade up even if new cases emerge.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "If that' one's true opinion then shorting $ABVX would be the logical conclusion, because statistically it is a near certainty that there will be \"more cases\".\n\nFWIW I think your conclusion here is completely, demonstrably incorrect.  \n\nAs long as the RATE of cases in the new data *stays* below the relevant comps of clean label drugs (yes, $ABVX's CURRENT rate is already there), the stock will trade up, even WITH new cases in the new data.", "reply_text": null, "parent_text": "@A_May_MD @ezmoneymonty @byebyegoodguy @thetwitabides @AndrewRangeley For long term investors agree no issue. For those leveraged for a trade, or in short traded options, playing with Lady Luck. Another case and this plummets regardless.", "quoted_text": null, "parent_author": "princetongb", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0022590577121780475, "alpha_c_m1d": -0.002358340155556693, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": 0.002358340155556693, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011720697879579856, "ret_signed_p1d": 0.011720697879579856, "alpha_spy_p1d": 0.01465614843038765, "alpha_c_p1d": -0.0008571829229335748, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": 0.01257788080251343, "ret_p1w": -0.03220719671409267, "ret_signed_p1w": -0.03220719671409267, "alpha_spy_p1w": -0.053324129812706955, "alpha_c_p1w": -0.033779456804236, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.0015722600901433292, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0796, 0.1354, 0.1062, 0.1522, 0.1376, 0.209, 0.2471, 0.2212, 0.2117, 0.1853, 0.1368, 0.0851, 0.0903, 0.0783, 0.0093, -0.0003, 0.0967, 0.1324, 0.1659, 0.1767, 0.1472, 0.1717, 0.238, 0.2424, 0.1948, 0.239, 0.1965, 0.2062, 0.1835, 0.1325, 0.0975, 0.1424, 0.113, 0.1283, 0.1021, 0.0821, 0.0464, 0.1561, 0.1584, 0.1536, 0.2191, 0.2463, 0.2277, 0.2089, 0.2029, 0.1956, 0.2007, 0.1918, 0.128, 0.1184, 0.1202, 0.1809, 0.2216, 0.2015, 0.2451, 0.2778, 0.2755, 0.3063, 0.2774, -0.2859, -0.1121, 0.0335, 0.0, 0.0, 0.0117, -0.0345, -0.0065, -0.049, -0.0322, -0.0397, -0.0136, -0.0234, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2014158620959625249", "ticker_idx": 0, "ts": "2026-01-22T02:10:11+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy = Buy to cover, obv", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Covering short in NTLA, implying bullish or at least closing bearish position.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@GeneInvesting sure talks about me a lot for someone that he has blocked.\n\nSomeone make sure he gets this, please.  $NTLA \n\n(Buy = Buy to cover, obv). https://t.co/KZyD5CP9yg\n\n---\n\n$NTLA https://t.co/UaNsjQNlFT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11761005851721751, "ret_signed_m1d": -0.11761005851721751, "alpha_spy_m1d": -0.11241394150256823, "alpha_c_m1d": -0.11742053592250412, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.00018952259471338717, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0798741845634553, "ret_signed_p1d": -0.0798741845634553, "alpha_spy_p1d": -0.08023691975242897, "alpha_c_p1d": -0.07475697771222323, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.00511720685123207, "ret_p1w": -0.12578616653984998, "ret_signed_p1w": -0.12578616653984998, "alpha_spy_p1w": -0.13313028503322621, "alpha_c_p1w": -0.09754691275167271, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": -0.028239253788177265, "ret_p1m": -0.17232703376451008, "ret_signed_p1m": -0.17232703376451008, "alpha_spy_p1m": -0.1627621530142601, "alpha_c_p1m": -0.1739064209851119, "bench_spy_p1m": -0.009564880750249971, "bench_c_p1m": 0.0015793872206018023, "ret_p3m": -0.001886775703832666, "ret_signed_p3m": -0.001886775703832666, "alpha_spy_p3m": -0.03295411397830861, "alpha_c_p3m": 0.0704412606117164, "bench_spy_p3m": 0.031067338274475942, "bench_c_p3m": -0.07232803631554907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17232703376451008, "alpha_spy_stated": -0.1627621530142601, "alpha_c_stated": -0.1739064209851119, "price_path": [0.6962, 0.5459, 0.6283, 0.6101, -0.0698, -0.122, -0.1748, -0.2286, -0.2063, -0.178, -0.2327, -0.1465, -0.2252, -0.4013, -0.3881, -0.3597, -0.4031, -0.4547, -0.4528, -0.4667, -0.4673, -0.4818, -0.4943, -0.4836, -0.4748, -0.4623, -0.4642, -0.4346, -0.4704, -0.4906, -0.4302, -0.3874, -0.3956, -0.4063, -0.4151, -0.4107, -0.3994, -0.4327, -0.4252, -0.4264, -0.4472, -0.4415, -0.4195, -0.3899, -0.4075, -0.3969, -0.4063, -0.4252, -0.4302, -0.4346, -0.4208, -0.4107, -0.3881, -0.3629, -0.3384, -0.3472, -0.2811, -0.2616, -0.244, -0.2535, -0.2138, -0.1931, -0.1176, 0.0, -0.0799, -0.1226, -0.0673, -0.1308, -0.1258, -0.173, -0.1786, -0.1792, -0.2226, -0.3025, -0.2277, -0.2145, -0.2509, -0.2453, -0.2692, -0.2535, -0.2314, -0.2151, -0.1799, -0.205, -0.1723, -0.1459, -0.156, -0.1019, -0.1333, -0.0289, -0.1443, -0.1308, -0.173, -0.1547, -0.1264, -0.1528, -0.1818, -0.1918, -0.1975, -0.1585, -0.1522, -0.1692, -0.173, -0.1925, -0.1755, -0.1943, -0.166, -0.1673, -0.222, -0.2673, -0.1937, -0.1654, -0.1742, -0.1635, -0.1478, -0.1277, -0.1302, -0.1516, -0.1031, -0.0704, -0.0604, -0.1094, -0.0597, -0.0434, -0.0371, 0.0421, -0.0019, -0.1428, -0.1799, -0.1698, -0.2173, -0.1522, -0.166, -0.1277, -0.1629, -0.1289, -0.1377, -0.1138, -0.0931, -0.1201, -0.1019, -0.1767, -0.1403, -0.2019, -0.2491, -0.2289, -0.222, -0.2075, -0.2069, -0.1547, -0.1396, -0.1151, -0.1365, -0.1742, -0.1811, -0.0723, -0.1484, -0.1516, -0.1893, -0.2327, -0.2233, -0.2384, -0.0616, -0.0849, -0.044, -0.0145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2053936905276846200", "ticker_idx": 0, "ts": "2026-05-11T20:34:53+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The 'big pharma partner' thesis is stupid. Period. It is not an upside case. This was lightening in a bottle. Nobody is buying their ulcerative colitis drugs with cash from $HIMS. It's a low margin referral business. That's it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: compounding arbitrage gone, big-pharma-partner thesis baseless, low-margin referral business with no proprietary edge beyond GLP-1 grift.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "This is what the “$HIMS will be the go-to partner for big pharma!!!” Bull cases look like, BTW.  It’s a low margin referral business.  That’s it. \n\n$HIMS made a ton of money last year by pushing the laws on compounding.  That’s it.  There was no secret sauce or proprietary edge.  They were just willing to bend and break rules that other public companies weren’t.  Works until it doesn’t.\n\nNow that they can’t pirate sema IP anymore, they get a tiny cut from the legitimate partnership or they don’t get anything from sema at all.  That’s what the options should’ve been all along. \n\nThe “big pharma partner” thesis is stupid.  Period.  It is not an upside case. Especially because there isn’t any other pharma product ever before, and there will never be another pharma product ever again, that consumers wish to buy with cash more than the GLP-1 class.  \n\nThis was lightening in a bottle.  Nobody is buying their ulcerative colitis drugs with cash from $HIMS.  I’ll say it again - the pharma partner thesis is stupid, even for sema, but ESPECIALLY for everything else.\n\nLet’s see if $HIMS can recapture the grift upside from the (equally stupid) peptide craze.  I wouldn’t discount their ability and willingness to grift to make a buck there (hell, they were willing to sell their customers INERT oral semaglutide - scammers).\n\nIf there’s an upside case for $HIMS it’s that there’s probably nobody better positioned to profit off of the peptide grift.  Let’s see if Dudum can get retail to rally around that.", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS YoY growth is lower than the 10Y yield and y’all were telling me I was wrong about assigning it lower multiples this time last year because it was a “gRoWtH sToCk WiTh TeCh MuLtIpLeS”\n\n🥱", "parent_author": null, "ret_m1d": 0.16420290012999383, "ret_signed_m1d": -0.16420290012999383, "alpha_spy_m1d": -0.16268564895176785, "alpha_c_m1d": -0.16268564895176785, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.0015172511782259868, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0355573820448164, "ret_signed_p1d": 0.0355573820448164, "alpha_spy_p1d": 0.04115221985942752, "alpha_c_p1d": 0.04115221985942752, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.00559483781461112, "ret_p1w": -0.1034758322627517, "ret_signed_p1w": 0.1034758322627517, "alpha_spy_p1w": 0.0974475296384949, "alpha_c_p1w": 0.0974475296384949, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.006028302624256798, "ret_p1m": 0.15341590280645434, "ret_signed_p1m": -0.15341590280645434, "alpha_spy_p1m": -0.15398482018809478, "alpha_c_p1m": -0.15398482018809478, "bench_spy_p1m": -0.0005689173816404436, "bench_c_p1m": -0.0005689173816404436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15341590280645434, "alpha_spy_stated": -0.15398482018809478, "alpha_c_stated": -0.15398482018809478, "price_path": [-0.3112, -0.3332, -0.3688, -0.3488, -0.35, -0.3672, -0.368, -0.3755, -0.3803, -0.3823, -0.368, -0.3767, -0.4199, -0.3416, -0.368, -0.3428, -0.3656, -0.3712, -0.1147, -0.0623, 0.034, -0.0475, -0.0104, -0.006, -0.002, -0.0751, -0.0348, -0.1203, -0.1027, -0.1474, -0.1674, -0.1666, -0.2257, -0.2497, -0.1706, -0.2074, -0.2353, -0.1878, -0.2209, -0.2253, -0.2109, -0.2237, -0.155, -0.1466, -0.0296, 0.0783, 0.1514, 0.2389, 0.189, 0.159, 0.1247, 0.2209, 0.1742, 0.1151, 0.0519, 0.0855, 0.0951, 0.0895, 0.0519, 0.0739, 0.0248, 0.1294, 0.1642, 0.0, -0.0356, -0.0316, 0.0008, -0.1095, -0.1035, -0.0795, -0.0408, -0.0511, -0.0471, 0.0068, 0.014, 0.0447, 0.1091, 0.0991, 0.0991, 0.1191, 0.0463, 0.0855, 0.1578, 0.1099, 0.1534, 0.0715, 0.2054, 0.2573, 0.2741, 0.4171, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021228724381720917", "ticker_idx": 0, "ts": "2026-02-10T14:24:15+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NKTR has been the single most blatantly mispriced stock on my entire radar in the last few months…hopefully that starts to change today, but the mid $40s isn't even close to correcting that mispricing in my book given the results we are seeing today", "tweet_type": "analysis", "timeline": "days", "summary": "Strongly long NKTR on stellar maintenance AtD data, superior efficacy/safety vs peers, and massive undervaluation vs APGE and CRVS.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "The table below is something I built and have been using lately to reaffirm to myself that $NKTR’s current valuation is just absolutely asinine.  It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD.  It is also the only drug with both a unique MoA and no glaring safety concerns. Its efficacy is clearly superior to Nemluvio, and clearly (so far) superior to Amlitelimab.  It now looks poised to have Q12W dosing as well...\n\nYet, its valuation has just been absolutely in the gutter…orders of magnitude lower than “me-too” AtD drugs like $APGE’s, and even ~4x lower than $CRVS, which has only a couple dozen patients worth of data and an MoA that *will* carry the baggage of potential safety events with it for years to come. (Note the EVs listed in the table are fully diluted and as of close last night).\n\nToday we add on the maintenance AtD data, which look stellar now that I’ve seen the deck.  I can write in more detail later, but some highlights:\n-The rate of maintaining responses is HIGHER than what Dupixent showed…\n-There was major deepening of responses\n      -Many patients converted from EASI50 to EASI75\n      -Many patients converted from EASI50/75 to EASI90 or even EASI100 (!!!)\n-Q12W DOSING LOOKS GREAT!  HUGE DEAL!!\n-Note that with major deepening of responses occurring, their induction EASI75 rate could improve in P3 since they’re doing a 24-week induction protocol instead of 16 weeks!...Induction phase efficacy might ultimately end up...better than Dupi...\n-Safety looks great with no new safety signals, plus:\n      -ISRs rates when down considerably, especially factoring in that more doses were given\n      -Infections were literally higher on placebo than on drug…come on\n\nRecall that CRVS recently hovered around $12-$14 in the premarket after their (much smaller) P1 data, then the stock rallied all day long to gain over 100% more throughout the day, rising into the mid $20s…IMO $NKTR in the $40s premarket is just absurd value and should do something similar, but we will see!\n\nExpect an offering tonight.  This is a GOOD thing, as they must raise more $ to fund the P3s.  Financing overhang has been the big lock on $NKTR’s stock price.  I think the market was worried that the maintenance data wouldn’t be resoundingly positive enough to allow for a big raise on great terms…IMO $NKTR could not possibly have hoped for maintenance data to have gone better than this (better maintenance efficacy than dupi plus continued clean safety??).\n\n$NKTR has been the single most blatantly mispriced stock on my entire radar in the last few months…hopefully that starts to change today, but the mid $40s isn’t even close to correcting that mispricing in my book given the results we are seeing today.\n\nI’ll write substantially more on this topic in the next few days, because the valuation disconnect is just Grand Canyon-like in my eyes.  I want to discuss:\n\n1)  The maintenance data in greater depth\n2)  How $SNY still thinks that Amlitelimab is a $3B+/yr drug DESPITE much worse efficacy and now a likely black box warning…while $NKTR is going to potentially have better efficacy, definitely, better safety, and likely the same Q12W dosing optionality\n3)  How $NKTR’s alopecia areata opportunity was recently completely written off, but IMO is a $1B+ opportunity (yes, I think this could be a 1L AA drug).  Maintenance data there are coming soon and could help re-ignite that narrative.\n\nMore to come!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.3380357197352818, "ret_signed_m1d": -0.3380357197352818, "alpha_spy_m1d": -0.34067983862089546, "alpha_c_m1d": -0.3444092459528999, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0063735262176181084, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18482140132359093, "ret_signed_p1d": 0.18482140132359093, "alpha_spy_p1d": 0.18505252346725543, "alpha_c_p1d": 0.17889855437995394, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0059228469436369835, "ret_p1w": 0.3067857197352819, "ret_signed_p1w": 0.3067857197352819, "alpha_spy_p1w": 0.31520913337476864, "alpha_c_p1w": 0.29172105727127273, "bench_spy_p1w": -0.008423413639486732, "bench_c_p1w": 0.01506466246400917, "ret_p1m": 0.2564285823277064, "ret_signed_p1m": 0.2564285823277064, "alpha_spy_p1m": 0.29408101256773833, "alpha_c_p1m": 0.28971256353510066, "bench_spy_p1m": -0.03765243024003195, "bench_c_p1m": -0.033283981207394286, "ret_p3m": 0.4005357197352819, "ret_signed_p3m": 0.4005357197352819, "alpha_spy_p3m": 0.3310738079021296, "alpha_c_p3m": 0.4577069847640892, "bench_spy_p3m": 0.06946191183315231, "bench_c_p3m": -0.05717126502880732, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.3067857197352819, "alpha_spy_stated": 0.31520913337476864, "alpha_c_stated": 0.29172105727127273, "price_path": [-0.0005, 0.0352, 0.0582, 0.0298, -0.0366, 0.0121, 0.0639, 0.0566, 0.0777, -0.0159, -0.0307, 0.0471, 0.0777, 0.173, 0.1645, 0.0913, -0.0205, 0.0202, 0.0302, 0.0161, 0.0229, 0.0496, 0.0311, -0.0871, -0.0232, -0.0482, -0.1221, -0.1887, -0.2143, -0.1636, -0.2236, -0.2061, -0.2154, -0.2055, -0.237, -0.2518, -0.245, -0.2246, -0.2059, -0.2327, -0.223, -0.26, -0.2909, -0.3077, -0.3468, -0.3555, -0.3686, -0.3271, -0.353, -0.3407, -0.3477, -0.3373, -0.3361, -0.3209, -0.3588, -0.3709, -0.3334, -0.3193, -0.3061, -0.3279, -0.3729, -0.3427, -0.338, 0.0, 0.1848, 0.2679, 0.2738, 0.3182, 0.3068, 0.3189, 0.3166, 0.3146, 0.2218, 0.2566, 0.1768, 0.2318, 0.2207, 0.2163, 0.2698, 0.2937, 0.2625, 0.2348, 0.287, 0.3095, 0.2564, 0.308, 0.2895, 0.3404, 0.3068, 0.3364, 0.2896, 0.3275, 0.3029, 0.2871, 0.2673, 0.2261, 0.1652, 0.2848, 0.352, 0.3748, 0.3343, 0.3614, 0.3407, 0.3902, 0.3839, 0.4366, 0.4511, 0.4861, 0.4998, 0.5154, 0.792, 0.7529, 0.6643, 0.6296, 0.6371, 0.5489, 0.4966, 0.4857, 0.5186, 0.5439, 0.5516, 0.5029, 0.5195, 0.4888, 0.4623, 0.4057, 0.4005, 0.3562, 0.3273, 0.2611, 0.222, 0.2068, 0.2409, 0.2246, 0.1895, 0.1707, 0.1679, 0.1609, 0.1586, 0.1404, 0.0457, 0.0577, 0.0591, 0.0236, 0.0111, 0.0041, 0.0139, 0.0573, 0.0604, 0.092, 0.0763, 0.0879, 0.0879, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019595216681070667", "ticker_idx": 0, "ts": "2026-02-06T02:13:16+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorted HIMS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short HIMS; long Novo Nordisk and Eli Lilly.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SixSigmaCapital Shorted HIMS and bought both novo and Lilly today", "reply_text": null, "parent_text": "@A_May_MD Are you in either?", "quoted_text": null, "parent_author": "SixSigmaCapital", "ret_m1d": 0.019982583637070173, "ret_signed_m1d": -0.019982583637070173, "alpha_spy_m1d": -0.03880624224282614, "alpha_c_m1d": -0.03880624224282614, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.018823658605755966, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.16029541532059943, "ret_signed_p1d": 0.16029541532059943, "alpha_spy_p1d": 0.16511723088417718, "alpha_c_p1d": 0.16511723088417718, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.004821815563577747, "ret_p1w": -0.2919201167277454, "ret_signed_p1w": 0.2919201167277454, "alpha_spy_p1w": 0.2790765720309518, "alpha_c_p1w": 0.2790765720309518, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": 0.019548168837635993, "ret_signed_p1m": -0.019548168837635993, "alpha_spy_p1m": -0.03900894928390386, "alpha_c_p1m": -0.03900894928390386, "bench_spy_p1m": -0.019460780446267867, "bench_c_p1m": -0.019460780446267867, "ret_p3m": 0.22806254976547558, "ret_signed_p3m": -0.22806254976547558, "alpha_spy_p3m": -0.15709085499827968, "alpha_c_p3m": -0.15709085499827968, "bench_spy_p3m": 0.07097169476719589, "bench_c_p3m": 0.07097169476719589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019548168837635993, "alpha_spy_stated": -0.03900894928390386, "alpha_c_stated": -0.03900894928390386, "price_path": [0.8997, 0.8036, 0.7824, 0.7832, 0.7268, 0.695, 0.566, 0.6064, 0.5456, 0.5752, 0.5565, 0.4605, 0.5078, 0.6412, 0.6112, 0.6681, 0.7272, 0.6295, 0.5773, 0.6103, 0.7385, 0.7029, 0.6994, 0.7298, 0.6455, 0.6407, 0.6164, 0.5747, 0.6012, 0.5191, 0.5104, 0.5447, 0.5226, 0.5117, 0.5061, 0.4904, 0.4813, 0.4353, 0.4105, 0.4513, 0.5078, 0.5404, 0.5404, 0.4713, 0.3766, 0.4049, 0.3988, 0.3606, 0.3566, 0.3632, 0.3236, 0.255, 0.3258, 0.2867, 0.3154, 0.2893, 0.2454, 0.2976, 0.1768, 0.1486, 0.1095, 0.0599, 0.02, 0.0, -0.1603, -0.2511, -0.275, -0.3136, -0.2919, -0.2932, -0.3119, -0.3128, -0.321, -0.3262, -0.3284, -0.3128, -0.3223, -0.3692, -0.2841, -0.3128, -0.2854, -0.3102, -0.3162, -0.0374, 0.0195, 0.1242, 0.0356, 0.076, 0.0808, 0.0851, 0.0056, 0.0495, -0.0434, -0.0243, -0.073, -0.0947, -0.0938, -0.1581, -0.1842, -0.0982, -0.1381, -0.1685, -0.1169, -0.1529, -0.1577, -0.1421, -0.156, -0.0812, -0.0721, 0.0552, 0.1725, 0.252, 0.3471, 0.2928, 0.2602, 0.2228, 0.3275, 0.2767, 0.2124, 0.1438, 0.1803, 0.1907, 0.1846, 0.1438, 0.1677, 0.1142, 0.2281, 0.2659, 0.0873, 0.0487, 0.053, 0.0882, -0.0317, -0.0252, 0.0009, 0.043, 0.0317, 0.0361, 0.0947, 0.1025, 0.136, 0.2059, 0.195, 0.195, 0.2168, 0.1377, 0.1803, 0.2589, 0.2068, 0.2541, 0.1651, 0.3106, 0.3671, 0.3853, 0.5408, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019595216681070667", "ticker_idx": 1, "ts": "2026-02-06T02:13:16+00:00", "symbol": "Novo Nordisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bought both novo and Lilly today", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short HIMS; long Novo Nordisk and Eli Lilly.", "resolved_tickers": ["NVO"], "resolution_method": "exchange_ticker", "resolution_reason": "Novo Nordisk ADR on NYSE: NVO; GLP-1 context matches", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SixSigmaCapital Shorted HIMS and bought both novo and Lilly today", "reply_text": null, "parent_text": "@A_May_MD Are you in either?", "quoted_text": null, "parent_author": "SixSigmaCapital", "ret_m1d": -0.09026027648337376, "ret_signed_m1d": -0.09026027648337376, "alpha_spy_m1d": -0.07143661787761779, "alpha_c_m1d": -0.07143661787761779, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.018823658605755966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03631400991206912, "ret_signed_p1d": 0.03631400991206912, "alpha_spy_p1d": 0.031492194348491376, "alpha_c_p1d": 0.031492194348491376, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.004821815563577747, "ret_p1w": 0.04051216230664467, "ret_signed_p1w": 0.04051216230664467, "alpha_spy_p1w": 0.05335570700343828, "alpha_c_p1w": 0.05335570700343828, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": -0.18723756359403154, "ret_signed_p1m": -0.18723756359403154, "alpha_spy_p1m": -0.16777678314776368, "alpha_c_p1m": -0.16777678314776368, "bench_spy_p1m": -0.019460780446267867, "bench_c_p1m": -0.019460780446267867, "ret_p3m": 0.0025107232436891724, "ret_signed_p3m": 0.0025107232436891724, "alpha_spy_p3m": -0.06846097152350672, "alpha_c_p3m": -0.06846097152350672, "bench_spy_p3m": 0.07097169476719589, "bench_c_p3m": 0.07097169476719589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18723756359403154, "alpha_spy_stated": -0.16777678314776368, "alpha_c_stated": -0.16777678314776368, "price_path": [0.0172, -0.0237, -0.0411, -0.0357, 0.0317, 0.055, 0.0319, 0.013, 0.0172, -0.0019, 0.0285, -0.0008, -0.0002, -0.056, -0.0122, 0.0225, 0.0359, 0.0166, -0.0044, -0.0015, 0.0073, 0.0046, -0.0183, -0.0269, 0.0296, 0.0556, 0.0533, 0.0573, 0.0277, 0.0027, -0.0006, 0.0094, 0.0097, 0.0833, 0.1033, 0.0999, 0.0804, 0.0751, 0.068, 0.0997, 0.1568, 0.1809, 0.1874, 0.2036, 0.2345, 0.2565, 0.2519, 0.2366, 0.199, 0.3084, 0.2737, 0.2452, 0.3063, 0.3069, 0.343, 0.3201, 0.2664, 0.2454, 0.2475, 0.237, 0.0558, -0.0094, -0.0903, 0.0, 0.0363, 0.0311, 0.0231, 0.0271, 0.0405, 0.0363, 0.0334, 0.017, -0.0046, -0.1681, -0.19, -0.199, -0.2103, -0.2139, -0.2074, -0.2305, -0.1919, -0.1799, -0.1902, -0.165, -0.1872, -0.1849, -0.2019, -0.2032, -0.1902, -0.1933, -0.2139, -0.2217, -0.2332, -0.2271, -0.2257, -0.2374, -0.2359, -0.2435, -0.2321, -0.2003, -0.2062, -0.1953, -0.202, -0.1968, -0.1816, -0.1853, -0.1835, -0.1735, -0.1444, -0.1119, -0.1093, -0.1183, -0.1196, -0.1422, -0.1481, -0.1618, -0.1041, -0.1035, -0.1041, -0.1233, -0.0813, -0.0451, -0.034, -0.0236, -0.0042, -0.0034, 0.0025, 0.0097, 0.0227, 0.0245, -0.0034, -0.0264, -0.0364, -0.0364, -0.0192, -0.034, -0.0216, -0.0384, -0.0306, -0.0097, -0.0082, -0.041, -0.066, -0.0861, -0.048, -0.0652, -0.1074, -0.0819, -0.0684, -0.0434, -0.0451, -0.0443, -0.0523, -0.053, -0.0602, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019595216681070667", "ticker_idx": 2, "ts": "2026-02-06T02:13:16+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bought both novo and Lilly today", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short HIMS; long Novo Nordisk and Eli Lilly.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SixSigmaCapital Shorted HIMS and bought both novo and Lilly today", "reply_text": null, "parent_text": "@A_May_MD Are you in either?", "quoted_text": null, "parent_author": "SixSigmaCapital", "ret_m1d": -0.03528702284156293, "ret_signed_m1d": -0.03528702284156293, "alpha_spy_m1d": -0.016463364235806965, "alpha_c_m1d": -0.016463364235806965, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.018823658605755966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012767245475469924, "ret_signed_p1d": -0.012767245475469924, "alpha_spy_p1d": -0.01758906103904767, "alpha_c_p1d": -0.01758906103904767, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.004821815563577747, "ret_p1w": -0.015540156922526638, "ret_signed_p1w": -0.015540156922526638, "alpha_spy_p1w": -0.0026966122257330305, "alpha_c_p1w": -0.0026966122257330305, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": -0.05212607047218554, "ret_signed_p1m": -0.05212607047218554, "alpha_spy_p1m": -0.03266529002591767, "alpha_c_p1m": -0.03266529002591767, "bench_spy_p1m": -0.019460780446267867, "bench_c_p1m": -0.019460780446267867, "ret_p3m": -0.10220098977983738, "ret_signed_p3m": -0.10220098977983738, "alpha_spy_p3m": -0.17317268454703327, "alpha_c_p3m": -0.17317268454703327, "bench_spy_p3m": 0.07097169476719589, "bench_c_p3m": 0.07097169476719589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05212607047218554, "alpha_spy_stated": -0.03266529002591767, "alpha_c_stated": -0.03266529002591767, "price_path": [-0.1264, -0.1154, -0.1277, -0.0878, -0.0671, -0.0396, -0.0348, -0.0311, -0.0345, -0.0266, -0.0081, -0.0141, 0.0014, 0.0113, 0.0489, 0.0436, 0.0163, -0.0003, -0.0114, -0.0233, -0.0413, -0.0452, -0.0573, -0.0718, -0.061, -0.0461, -0.029, 0.0038, -0.0037, -0.0155, -0.0012, 0.0125, 0.0173, 0.0127, 0.0178, 0.0185, 0.0194, 0.0204, 0.0156, 0.021, -0.0158, 0.0055, 0.0472, 0.0255, 0.0051, 0.0216, 0.018, 0.0143, -0.0238, -0.0187, -0.016, 0.0192, 0.0276, 0.0058, 0.0043, -0.0176, -0.0325, -0.0322, -0.0199, -0.0133, -0.0517, 0.0462, -0.0353, 0.0, -0.0128, -0.0314, -0.0406, -0.0188, -0.0155, -0.0193, -0.0339, -0.0314, -0.0444, 0.002, -0.0135, -0.0261, -0.0326, -0.0042, -0.0364, -0.0461, -0.05, -0.0692, -0.0626, -0.0455, -0.0521, -0.0536, -0.0749, -0.0675, -0.0637, -0.1193, -0.131, -0.1315, -0.1417, -0.1381, -0.1452, -0.1326, -0.1509, -0.1687, -0.1607, -0.1293, -0.0965, -0.1144, -0.1224, -0.1186, -0.0976, -0.0958, -0.1107, -0.1201, -0.1268, -0.1433, -0.1443, -0.1225, -0.1292, -0.1452, -0.1277, -0.1314, -0.1632, -0.1781, -0.1727, -0.1942, -0.1153, -0.0881, -0.0838, -0.0639, -0.0657, -0.0771, -0.1022, -0.0847, -0.063, -0.0385, -0.0471, -0.0471, -0.0631, -0.0315, -0.0339, -0.0123, 0.0099, 0.0096, 0.0269, 0.0685, 0.0478, 0.0262, 0.0091, 0.0229, 0.067, 0.0728, 0.0897, 0.0854, 0.0775, 0.1008, 0.0743, 0.0709, 0.0644, 0.0544, 0.0417, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036770889962766519", "ticker_idx": 0, "ts": "2026-03-25T11:43:16+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Funny how the analysts can't see anything positive right now. \"Yeah $NVO drug is similar to TZP but the real A1c test will be Reta!\" Guys, Reta's A1c lowering is worse than TZP's….come on.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NVO: analysts miss positives; NVO's UBT251 compares well to TZP, while Lilly's Reta actually has worse A1c lowering.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@investseekers Funny how the analysts can’t see anything positive right now.  “Yeah $NVO drug is similar to TZP but the real A1c test will be Reta!”\n\nGuys, Reta’s A1c lowering is worse than TZP’s….come on.  At least pretend like y’all know the data here.", "reply_text": null, "parent_text": "Citi on $NVO ’s UBT251 data:\n\nEncouraging Phase 2 results, but the real test is still ahead\n\n• HbA1c reduction up to 2.16%\n\n• ~9.8% weight loss after 24 weeks\n\nCiti says results look comparable to $LLY ’s Mounjaro so far\n\nBut the key comparison will be against Lilly’s", "quoted_text": null, "parent_author": "investseekers", "ret_m1d": 0.015414124378222649, "ret_signed_m1d": 0.015414124378222649, "alpha_spy_m1d": 0.020955929867967682, "alpha_c_m1d": 0.020955929867967682, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.005541805489745033, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0019267927603274781, "ret_signed_p1d": 0.0019267927603274781, "alpha_spy_p1d": 0.019785522743671513, "alpha_c_p1d": 0.019785522743671513, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.017858729983344035, "ret_p1w": 0.04095498645933082, "ret_signed_p1w": 0.04095498645933082, "alpha_spy_p1w": 0.04336049748322324, "alpha_c_p1w": 0.04336049748322324, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.002405511023892415, "ret_p1m": 0.17478386579656036, "ret_signed_p1m": 0.17478386579656036, "alpha_spy_p1m": 0.08781933189832625, "alpha_c_p1m": 0.08781933189832625, "bench_spy_p1m": 0.08696453389823411, "bench_c_p1m": 0.08696453389823411, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17478386579656036, "alpha_spy_stated": 0.08781933189832625, "alpha_c_stated": 0.08781933189832625, "price_path": [0.324, 0.4206, 0.4467, 0.4423, 0.4167, 0.4099, 0.4005, 0.4421, 0.5169, 0.5486, 0.5571, 0.5783, 0.6188, 0.6477, 0.6416, 0.6215, 0.5723, 0.7157, 0.6702, 0.6328, 0.7129, 0.7137, 0.7611, 0.7311, 0.6606, 0.6331, 0.6358, 0.6221, 0.3845, 0.2989, 0.193, 0.3113, 0.3589, 0.3521, 0.3416, 0.3468, 0.3644, 0.3589, 0.3551, 0.3336, 0.3053, 0.0908, 0.0622, 0.0504, 0.0355, 0.0308, 0.0394, 0.0091, 0.0597, 0.0754, 0.0619, 0.095, 0.0658, 0.0688, 0.0465, 0.0449, 0.0619, 0.0578, 0.0308, 0.0206, 0.0055, 0.0135, 0.0154, 0.0, 0.0019, -0.008, 0.007, 0.0487, 0.041, 0.0552, 0.0464, 0.0532, 0.0732, 0.0683, 0.0706, 0.0838, 0.122, 0.1645, 0.1679, 0.1562, 0.1545, 0.1248, 0.1171, 0.0992, 0.1748, 0.1756, 0.1748, 0.1497, 0.2047, 0.2521, 0.2667, 0.2804, 0.3058, 0.3069, 0.3146, 0.324, 0.3411, 0.3434, 0.3069, 0.2767, 0.2635, 0.2635, 0.2861, 0.2667, 0.2829, 0.261, 0.2712, 0.2986, 0.3006, 0.2575, 0.2247, 0.1985, 0.2484, 0.2259, 0.1705, 0.2039, 0.2216, 0.2544, 0.2521, 0.2533, 0.2427, 0.2418, 0.2324, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021418058934546869", "ticker_idx": 0, "ts": "2026-02-11T02:56:36+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you can still buy it at half price even though anyone who actually reads the data and understands the deepening of responses the drug shows should be able to tell that it's going to hit in AA P3 and be the first biologic ever marketed in the condition", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NKTR at current depressed price; confident rezpeg hits AA Phase 3 as first biologic in the condition.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Biolo_gic Instead you can still buy it at half price even though anyone who actually reads the data and understands the deepening of responses the drug shows should be able to tell that it’s going to hit in AA P3 and be the first biologic ever marketed in the condition.\n\nGift.  $NKTR", "reply_text": null, "parent_text": "$NKTR Calling on all time travelers to exclude that one placebo patient with unstable AA. That would shift the continuum to:\n- AA hits stat\n- Rezpeg pipeline in molecule, MC 2x $2.5B\n- Financing &gt;100\n- Proper reaction to stellar AD data, MC settles around $5B in line with peers https://t.co/cjkB53lj6f", "quoted_text": null, "parent_author": "Biolo_gic", "ret_m1d": -0.1559909376359363, "ret_signed_m1d": -0.1559909376359363, "alpha_spy_m1d": -0.15622211320939483, "alpha_c_m1d": -0.15010296425742842, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.0058879733785078825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0700829183544378, "ret_signed_p1d": 0.0700829183544378, "alpha_spy_p1d": 0.08553177805232404, "alpha_c_p1d": 0.07168292604216242, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.0016000076877246139, "ret_p1w": 0.11318767609557123, "ret_signed_p1w": 0.11318767609557123, "alpha_spy_p1w": 0.12399768355934104, "alpha_c_p1w": 0.10672371171640793, "bench_spy_p1w": -0.01081000746376981, "bench_c_p1w": 0.006463964379163301, "ret_p1m": 0.10399399675299392, "ret_signed_p1m": 0.10399399675299392, "alpha_spy_p1m": 0.1468722328452382, "alpha_c_p1m": 0.1453380698899268, "bench_spy_p1m": -0.04287823609224428, "bench_c_p1m": -0.04134407313693289, "ret_p3m": 0.1446872448364176, "ret_signed_p3m": 0.1446872448364176, "alpha_spy_p3m": 0.06899325035572335, "alpha_c_p3m": 0.20188322964767025, "bench_spy_p3m": 0.07569399448069425, "bench_c_p3m": -0.057195984811252654, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10399399675299392, "alpha_spy_stated": 0.1468722328452382, "alpha_c_stated": 0.1453380698899268, "price_path": [-0.1263, -0.1069, -0.1308, -0.1869, -0.1457, -0.102, -0.1082, -0.0904, -0.1694, -0.1819, -0.1162, -0.0904, -0.0099, -0.0172, -0.079, -0.1733, -0.139, -0.1305, -0.1424, -0.1367, -0.1141, -0.1298, -0.2295, -0.1756, -0.1967, -0.2591, -0.3153, -0.3369, -0.294, -0.3447, -0.3299, -0.3378, -0.3295, -0.356, -0.3685, -0.3628, -0.3456, -0.3298, -0.3524, -0.3442, -0.3754, -0.4015, -0.4157, -0.4487, -0.4561, -0.4671, -0.4321, -0.454, -0.4436, -0.4494, -0.4407, -0.4396, -0.4268, -0.4588, -0.469, -0.4374, -0.4255, -0.4143, -0.4327, -0.4707, -0.4452, -0.4413, -0.156, 0.0, 0.0701, 0.0751, 0.1126, 0.1029, 0.1132, 0.1112, 0.1096, 0.0312, 0.0606, -0.0068, 0.0396, 0.0303, 0.0265, 0.0717, 0.0919, 0.0656, 0.0422, 0.0862, 0.1052, 0.0604, 0.104, 0.0883, 0.1313, 0.1029, 0.128, 0.0885, 0.1204, 0.0996, 0.0864, 0.0696, 0.0348, -0.0166, 0.0844, 0.1411, 0.1604, 0.1261, 0.1491, 0.1316, 0.1733, 0.168, 0.2125, 0.2247, 0.2543, 0.2659, 0.279, 0.5124, 0.4794, 0.4047, 0.3754, 0.3818, 0.3073, 0.2631, 0.254, 0.2817, 0.3031, 0.3096, 0.2684, 0.2824, 0.2565, 0.2342, 0.1864, 0.1821, 0.1447, 0.1203, 0.0644, 0.0313, 0.0185, 0.0473, 0.0336, 0.0039, -0.0119, -0.0143, -0.0202, -0.0222, -0.0375, -0.1174, -0.1073, -0.1061, -0.1361, -0.1466, -0.1525, -0.1442, -0.1076, -0.105, -0.0784, -0.0916, -0.0818, -0.0818, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024795666153898195", "ticker_idx": 0, "ts": "2026-02-20T10:38:00+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm about as bullish on the stock now as I've ever been. yes, I am long and thus biased. the market is wrong to do that. IMO this is a BIG opportunity for $NKTR", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NKTR with high conviction; market wrongly marking alopecia areata opportunity to zero and undervaluing atopic dermatitis; also sees potentially paradigm-shifting remittive data catalyst.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Ok, so I have finally gotten around to writing out my updated thoughts/thesis on $NKTR.  Link in this post.\n\nI'm about as bullish on the stock now as I've ever been.\n\nThe document is very long (sorry, but it's free...give me a break).  I understand that most people won't read it all.  \n\nSo, if you're only going to read portions of it, don't miss the alopecia areata section.  The market has marked this opportunity to zero and I am telling you...the market is wrong to do that.  IMO this is a BIG opportunity for $NKTR, no matter how badly the market reacted to the recent data.  Yes, IMO the market is getting the atopic dermatitis opportunity and valuation very wrong too, but some people are catching onto that by now...the AA opportunity is just totally (and wrongfully) abandoned. \n\nI also think the portion discussing \"remittive\" data after the AA section is also informative, and it speaks to a potentially massive upside catalyst that nobody is appropriately considering the magnitude of if it hits.  Potentially paradigm shifting for one of the largest (if not the largest) indications in all of I&I...very big deal.\n\nI often write out long threads with slides and data accompanying my write up.  I don't have the time to do that now, but please engage here with thoughts, questions, screenshots from the document, etc.  Show me what parts of the thesis interest/excite you, what you don't understand, or even what you think is BS or stupid.\n\nIt would be great to get some good discourse going on this opportunity, which I have to say I remain very excited about.  (Obvious disclaimer here as in the document, yes, I am long and thus biased.)\n\nThe link below is to the google doc.  Totally free.  No subscription, no email address, nothing...just a click on a link.\n\nhttps://t.co/DwZTAiyPyp", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0017631526854628987, "ret_signed_m1d": 0.0017631526854628987, "alpha_spy_m1d": 0.008943166838298433, "alpha_c_m1d": -0.0010425353666165815, "bench_spy_m1d": -0.007180014152835534, "bench_c_m1d": 0.0028056880520794802, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0014919382251895597, "ret_signed_p1d": -0.0014919382251895597, "alpha_spy_p1d": 0.008719427813576708, "alpha_c_p1d": -0.012459885459456532, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": 0.010967947234266973, "ret_p1w": -0.06442424771100064, "ret_signed_p1w": -0.06442424771100064, "alpha_spy_p1w": -0.05943453214632588, "alpha_c_p1w": -0.08597754391328305, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": 0.021553296202282413, "ret_p1m": 0.008273334506767815, "ret_signed_p1m": 0.008273334506767815, "alpha_spy_p1m": 0.055065890980381726, "alpha_c_p1m": 0.08131794814162818, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.07304461363486037, "ret_p3m": -0.06984946821373772, "ret_signed_p3m": -0.06984946821373772, "alpha_spy_p3m": -0.1500871988258795, "alpha_c_p3m": -0.018446765854573943, "bench_spy_p3m": 0.08023773061214179, "bench_c_p3m": -0.05140270235916378, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008273334506767815, "alpha_spy_stated": 0.055065890980381726, "alpha_c_stated": 0.08131794814162818, "price_path": [-0.1975, -0.1815, -0.2525, -0.2638, -0.2047, -0.1815, -0.109, -0.1156, -0.1712, -0.2561, -0.2251, -0.2176, -0.2283, -0.2231, -0.2028, -0.2169, -0.3067, -0.2581, -0.2771, -0.3332, -0.3838, -0.4032, -0.3647, -0.4103, -0.397, -0.404, -0.3966, -0.4205, -0.4317, -0.4266, -0.4111, -0.3969, -0.4172, -0.4099, -0.4379, -0.4614, -0.4742, -0.5039, -0.5105, -0.5204, -0.4889, -0.5086, -0.4993, -0.5045, -0.4967, -0.4957, -0.4842, -0.513, -0.5222, -0.4937, -0.483, -0.4729, -0.4895, -0.5237, -0.5007, -0.4972, -0.2405, -0.1001, -0.037, -0.0326, 0.0012, -0.0075, 0.0018, 0.0, -0.0015, -0.072, -0.0456, -0.1062, -0.0644, -0.0728, -0.0762, -0.0355, -0.0174, -0.0411, -0.0621, -0.0225, -0.0054, -0.0457, -0.0065, -0.0206, 0.018, -0.0075, 0.0151, -0.0205, 0.0083, -0.0104, -0.0224, -0.0374, -0.0688, -0.115, -0.0241, 0.0269, 0.0442, 0.0134, 0.034, 0.0183, 0.0559, 0.0511, 0.0911, 0.1021, 0.1287, 0.1392, 0.151, 0.361, 0.3313, 0.2641, 0.2378, 0.2435, 0.1765, 0.1367, 0.1284, 0.1534, 0.1727, 0.1785, 0.1415, 0.1541, 0.1307, 0.1107, 0.0677, 0.0637, 0.0301, 0.0081, -0.0422, -0.0719, -0.0834, -0.0575, -0.0698, -0.0966, -0.1108, -0.113, -0.1183, -0.12, -0.1339, -0.2058, -0.1967, -0.1956, -0.2226, -0.2321, -0.2374, -0.2299, -0.1969, -0.1946, -0.1706, -0.1826, -0.1737, -0.1737, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2014283864781226192", "ticker_idx": 0, "ts": "2026-01-22T10:27:51+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm still short some", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding a short position in NTLA.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Oh don’t worry Dirk, I’m still short some \n\nYou’re also just literally making up transaction dates, btw, and you’re totally wrong about them.  \n\nLeft’s problem was that he was literally doing the opposite of what he was telling people within the same hour. Being publicly bearish or bullish a stock does not mean you are never allowed to close your position again.", "reply_text": null, "parent_text": "@A_May_MD It seems that you use your online following to unload on your followers for a few percent gain (which your tweets move the market with).  Wondering about your recent 'long thesis'.\n\nE.g. shorted $ntla on November 25 when stock was trading around $8.5 to soon cover on your", "quoted_text": null, "parent_author": "RNAiAnalyst", "ret_m1d": -0.11761005851721751, "ret_signed_m1d": 0.11761005851721751, "alpha_spy_m1d": 0.11241394150256823, "alpha_c_m1d": 0.11742053592250412, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.00018952259471338717, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0798741845634553, "ret_signed_p1d": 0.0798741845634553, "alpha_spy_p1d": 0.08023691975242897, "alpha_c_p1d": 0.07475697771222323, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.00511720685123207, "ret_p1w": -0.12578616653984998, "ret_signed_p1w": 0.12578616653984998, "alpha_spy_p1w": 0.13313028503322621, "alpha_c_p1w": 0.09754691275167271, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": -0.028239253788177265, "ret_p1m": -0.17232703376451008, "ret_signed_p1m": 0.17232703376451008, "alpha_spy_p1m": 0.1627621530142601, "alpha_c_p1m": 0.1739064209851119, "bench_spy_p1m": -0.009564880750249971, "bench_c_p1m": 0.0015793872206018023, "ret_p3m": -0.001886775703832666, "ret_signed_p3m": 0.001886775703832666, "alpha_spy_p3m": 0.03295411397830861, "alpha_c_p3m": -0.0704412606117164, "bench_spy_p3m": 0.031067338274475942, "bench_c_p3m": -0.07232803631554907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17232703376451008, "alpha_spy_stated": 0.1627621530142601, "alpha_c_stated": 0.1739064209851119, "price_path": [0.6962, 0.5459, 0.6283, 0.6101, -0.0698, -0.122, -0.1748, -0.2286, -0.2063, -0.178, -0.2327, -0.1465, -0.2252, -0.4013, -0.3881, -0.3597, -0.4031, -0.4547, -0.4528, -0.4667, -0.4673, -0.4818, -0.4943, -0.4836, -0.4748, -0.4623, -0.4642, -0.4346, -0.4704, -0.4906, -0.4302, -0.3874, -0.3956, -0.4063, -0.4151, -0.4107, -0.3994, -0.4327, -0.4252, -0.4264, -0.4472, -0.4415, -0.4195, -0.3899, -0.4075, -0.3969, -0.4063, -0.4252, -0.4302, -0.4346, -0.4208, -0.4107, -0.3881, -0.3629, -0.3384, -0.3472, -0.2811, -0.2616, -0.244, -0.2535, -0.2138, -0.1931, -0.1176, 0.0, -0.0799, -0.1226, -0.0673, -0.1308, -0.1258, -0.173, -0.1786, -0.1792, -0.2226, -0.3025, -0.2277, -0.2145, -0.2509, -0.2453, -0.2692, -0.2535, -0.2314, -0.2151, -0.1799, -0.205, -0.1723, -0.1459, -0.156, -0.1019, -0.1333, -0.0289, -0.1443, -0.1308, -0.173, -0.1547, -0.1264, -0.1528, -0.1818, -0.1918, -0.1975, -0.1585, -0.1522, -0.1692, -0.173, -0.1925, -0.1755, -0.1943, -0.166, -0.1673, -0.222, -0.2673, -0.1937, -0.1654, -0.1742, -0.1635, -0.1478, -0.1277, -0.1302, -0.1516, -0.1031, -0.0704, -0.0604, -0.1094, -0.0597, -0.0434, -0.0371, 0.0421, -0.0019, -0.1428, -0.1799, -0.1698, -0.2173, -0.1522, -0.166, -0.1277, -0.1629, -0.1289, -0.1377, -0.1138, -0.0931, -0.1201, -0.1019, -0.1767, -0.1403, -0.2019, -0.2491, -0.2289, -0.222, -0.2075, -0.2069, -0.1547, -0.1396, -0.1151, -0.1365, -0.1742, -0.1811, -0.0723, -0.1484, -0.1516, -0.1893, -0.2327, -0.2233, -0.2384, -0.0616, -0.0849, -0.044, -0.0145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2019897966476116168", "ticker_idx": 0, "ts": "2026-02-06T22:16:17+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short $HIMS still like I said I was last night. This could be *hugely* detrimental to $HIMS, which has basically been a dying business outside of GLP-1s.", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Holds short HIMS (GLP-1 franchise under regulatory scrutiny, dying business) and long NVO/LLY as compounding pharmacies face crackdown tailwind.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Well this might be the fastest a take of mine has aged like fine wine.  \n\n$HIMS just BLEW IT.  To me this reads like their whole GLP-1 franchise is going to be under extra scrutiny, not just the new bogus pill.\n\nWhat they’ve just done is akin to getting pulled over for doing 80 in a school zone *while carrying drugs in the car*.\n\nThey did something egregious to get the law’s attention, thus bringing even more scrutiny and pain upon themselves for the *other* egregious shit they were already doing and somehow getting away with.\n\nThis could be *hugely* detrimental to $HIMS, which has basically been a dying business outside of GLP-1s.\n\nIt could also be a *massive* tailwind for $NVO (and to a lesser but perhaps meaningfully, to $LLY) by helping get these compounding thieves off of their backs.\n\nBig time market moving news here.  If the $HIMS house of cards really is crumbling I’d expect $NVO to bounce *hard* off of these lows. \n\nhttps://t.co/XCyDBYSYod\n\n---\n\n(Long $NVO $LLY and short $HIMS still like I said I was last night)\n\n---\n\nThough I did cover a fraction of the Hims shares on today’s did, which was clearly a mistake.  Oh well", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.19089501027531042, "ret_signed_m1d": -0.19089501027531042, "alpha_spy_m1d": -0.1956936875023504, "alpha_c_m1d": -0.1956936875023504, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1081220983361072, "ret_signed_p1d": 0.1081220983361072, "alpha_spy_p1d": 0.10548495237792577, "alpha_c_p1d": 0.10548495237792577, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.1583031287128791, "ret_signed_p1w": 0.1583031287128791, "alpha_spy_p1w": 0.1423076558502826, "alpha_c_p1w": 0.1423076558502826, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": 0.3388514879934228, "ret_signed_p1m": -0.3388514879934228, "alpha_spy_p1m": -0.36424236253999065, "alpha_c_p1m": -0.36424236253999065, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": 0.5075012677010686, "ret_signed_p3m": -0.5075012677010686, "alpha_spy_p3m": -0.43924131982504333, "alpha_c_p3m": -0.43924131982504333, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.1583031287128791, "alpha_spy_stated": 0.1423076558502826, "alpha_c_stated": 0.1423076558502826, "price_path": [1.148, 1.1226, 1.1236, 1.0564, 1.0186, 0.865, 0.9131, 0.8407, 0.8758, 0.8536, 0.7393, 0.7957, 0.9545, 0.9188, 0.9865, 1.0569, 0.9405, 0.8784, 0.9177, 1.0704, 1.0279, 1.0238, 1.06, 0.9596, 0.954, 0.925, 0.8753, 0.9069, 0.8091, 0.7988, 0.8396, 0.8132, 0.8003, 0.7936, 0.775, 0.7641, 0.7093, 0.6798, 0.7284, 0.7957, 0.8345, 0.8345, 0.7522, 0.6394, 0.673, 0.6658, 0.6203, 0.6156, 0.6234, 0.5763, 0.4946, 0.5789, 0.5323, 0.5665, 0.5354, 0.4832, 0.5453, 0.4014, 0.3678, 0.3213, 0.2623, 0.2147, 0.1909, 0.0, -0.1081, -0.1366, -0.1826, -0.1568, -0.1583, -0.1805, -0.1816, -0.1914, -0.1976, -0.2002, -0.1816, -0.193, -0.2488, -0.1474, -0.1816, -0.149, -0.1785, -0.1857, 0.1464, 0.2142, 0.3389, 0.2333, 0.2814, 0.2871, 0.2923, 0.1976, 0.2499, 0.1392, 0.1619, 0.104, 0.0781, 0.0792, 0.0026, -0.0285, 0.074, 0.0264, -0.0098, 0.0517, 0.0088, 0.0031, 0.0217, 0.0052, 0.0942, 0.105, 0.2566, 0.3963, 0.4909, 0.6042, 0.5396, 0.5008, 0.4563, 0.581, 0.5204, 0.4439, 0.3621, 0.4056, 0.418, 0.4108, 0.3621, 0.3906, 0.327, 0.4625, 0.5075, 0.2949, 0.2488, 0.254, 0.2959, 0.1531, 0.1609, 0.1919, 0.2421, 0.2287, 0.2338, 0.3037, 0.313, 0.3528, 0.4361, 0.4232, 0.4232, 0.449, 0.3549, 0.4056, 0.4992, 0.4371, 0.4935, 0.3875, 0.5608, 0.628, 0.6498, 0.835, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2019897966476116168", "ticker_idx": 1, "ts": "2026-02-06T22:16:17+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $NVO $LLY and short $HIMS still like I said I was last night. If the $HIMS house of cards really is crumbling I'd expect $NVO to bounce *hard* off of these lows.", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Holds short HIMS (GLP-1 franchise under regulatory scrutiny, dying business) and long NVO/LLY as compounding pharmacies face crackdown tailwind.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Well this might be the fastest a take of mine has aged like fine wine.  \n\n$HIMS just BLEW IT.  To me this reads like their whole GLP-1 franchise is going to be under extra scrutiny, not just the new bogus pill.\n\nWhat they’ve just done is akin to getting pulled over for doing 80 in a school zone *while carrying drugs in the car*.\n\nThey did something egregious to get the law’s attention, thus bringing even more scrutiny and pain upon themselves for the *other* egregious shit they were already doing and somehow getting away with.\n\nThis could be *hugely* detrimental to $HIMS, which has basically been a dying business outside of GLP-1s.\n\nIt could also be a *massive* tailwind for $NVO (and to a lesser but perhaps meaningfully, to $LLY) by helping get these compounding thieves off of their backs.\n\nBig time market moving news here.  If the $HIMS house of cards really is crumbling I’d expect $NVO to bounce *hard* off of these lows. \n\nhttps://t.co/XCyDBYSYod\n\n---\n\n(Long $NVO $LLY and short $HIMS still like I said I was last night)\n\n---\n\nThough I did cover a fraction of the Hims shares on today’s did, which was clearly a mistake.  Oh well", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03504151209453421, "ret_signed_m1d": -0.03504151209453421, "alpha_spy_m1d": -0.03024283486749424, "alpha_c_m1d": -0.03024283486749424, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005063763432686441, "ret_signed_p1d": -0.005063763432686441, "alpha_spy_p1d": -0.0024266174745050106, "alpha_c_p1d": -0.0024266174745050106, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": 0.015995472862596505, "alpha_c_p1w": 0.015995472862596505, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": -0.21348989077628, "ret_signed_p1m": -0.21348989077628, "alpha_spy_p1m": -0.18809901622971215, "alpha_c_p1m": -0.18809901622971215, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": -0.02568936574434566, "ret_signed_p3m": -0.02568936574434566, "alpha_spy_p3m": -0.09394931362037096, "alpha_c_p3m": -0.09394931362037096, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.0, "alpha_spy_stated": 0.015995472862596505, "alpha_c_stated": 0.015995472862596505, "price_path": [-0.0579, -0.0747, -0.0695, -0.0045, 0.018, -0.0043, -0.0225, -0.0184, -0.0369, -0.0075, -0.0359, -0.0352, -0.0891, -0.0468, -0.0134, -0.0004, -0.019, -0.0393, -0.0365, -0.028, -0.0306, -0.0527, -0.061, -0.0065, 0.0186, 0.0164, 0.0203, -0.0083, -0.0324, -0.0356, -0.0259, -0.0257, 0.0454, 0.0646, 0.0614, 0.0425, 0.0375, 0.0306, 0.0612, 0.1163, 0.1396, 0.1458, 0.1614, 0.1912, 0.2125, 0.208, 0.1932, 0.157, 0.2625, 0.2291, 0.2015, 0.2605, 0.2611, 0.2959, 0.2739, 0.222, 0.2017, 0.2038, 0.1936, 0.0188, -0.0442, -0.1221, -0.035, 0.0, -0.0051, -0.0128, -0.0089, 0.0041, 0.0, -0.0028, -0.0186, -0.0395, -0.1973, -0.2184, -0.2271, -0.238, -0.2414, -0.2352, -0.2574, -0.2202, -0.2086, -0.2186, -0.1942, -0.2157, -0.2135, -0.2299, -0.2311, -0.2186, -0.2216, -0.2414, -0.2489, -0.2601, -0.2542, -0.2528, -0.2641, -0.2627, -0.27, -0.259, -0.2283, -0.234, -0.2235, -0.23, -0.225, -0.2103, -0.2138, -0.2122, -0.2025, -0.1744, -0.1431, -0.1405, -0.1492, -0.1504, -0.1723, -0.1779, -0.1912, -0.1355, -0.1349, -0.1355, -0.154, -0.1135, -0.0786, -0.0679, -0.0578, -0.0391, -0.0383, -0.0326, -0.0257, -0.0131, -0.0114, -0.0383, -0.0605, -0.0702, -0.0702, -0.0536, -0.0679, -0.0559, -0.0721, -0.0645, -0.0444, -0.0429, -0.0746, -0.0988, -0.1181, -0.0813, -0.0979, -0.1387, -0.1141, -0.1011, -0.0769, -0.0786, -0.0778, -0.0855, -0.0862, -0.0931, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2019897966476116168", "ticker_idx": 2, "ts": "2026-02-06T22:16:17+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $NVO $LLY and short $HIMS still like I said I was last night. a *massive* tailwind for $NVO (and to a lesser but perhaps meaningfully, to $LLY)", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Holds short HIMS (GLP-1 franchise under regulatory scrutiny, dying business) and long NVO/LLY as compounding pharmacies face crackdown tailwind.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Well this might be the fastest a take of mine has aged like fine wine.  \n\n$HIMS just BLEW IT.  To me this reads like their whole GLP-1 franchise is going to be under extra scrutiny, not just the new bogus pill.\n\nWhat they’ve just done is akin to getting pulled over for doing 80 in a school zone *while carrying drugs in the car*.\n\nThey did something egregious to get the law’s attention, thus bringing even more scrutiny and pain upon themselves for the *other* egregious shit they were already doing and somehow getting away with.\n\nThis could be *hugely* detrimental to $HIMS, which has basically been a dying business outside of GLP-1s.\n\nIt could also be a *massive* tailwind for $NVO (and to a lesser but perhaps meaningfully, to $LLY) by helping get these compounding thieves off of their backs.\n\nBig time market moving news here.  If the $HIMS house of cards really is crumbling I’d expect $NVO to bounce *hard* off of these lows. \n\nhttps://t.co/XCyDBYSYod\n\n---\n\n(Long $NVO $LLY and short $HIMS still like I said I was last night)\n\n---\n\nThough I did cover a fraction of the Hims shares on today’s did, which was clearly a mistake.  Oh well", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012932356039603743, "ret_signed_m1d": 0.012932356039603743, "alpha_spy_m1d": 0.017731033266643714, "alpha_c_m1d": 0.017731033266643714, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018828888983989267, "ret_signed_p1d": -0.018828888983989267, "alpha_spy_p1d": -0.016191743025807837, "alpha_c_p1d": -0.016191743025807837, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.006596087815739171, "ret_signed_p1w": -0.006596087815739171, "alpha_spy_p1w": 0.009399385046857334, "alpha_c_p1w": 0.009399385046857334, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": -0.04131565325105713, "ret_signed_p1m": -0.04131565325105713, "alpha_spy_p1m": -0.015924778704489273, "alpha_c_p1m": -0.015924778704489273, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": -0.07281350264597408, "ret_signed_p3m": -0.07281350264597408, "alpha_spy_p3m": -0.14107345052199938, "alpha_c_p3m": -0.14107345052199938, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.006596087815739171, "alpha_spy_stated": 0.009399385046857334, "alpha_c_stated": 0.009399385046857334, "price_path": [-0.104, -0.1165, -0.0761, -0.055, -0.0272, -0.0223, -0.0186, -0.022, -0.014, 0.0047, -0.0013, 0.0144, 0.0244, 0.0625, 0.0571, 0.0295, 0.0127, 0.0014, -0.0106, -0.0289, -0.0329, -0.0451, -0.0598, -0.0488, -0.0338, -0.0164, 0.0168, 0.0092, -0.0028, 0.0117, 0.0256, 0.0304, 0.0258, 0.0309, 0.0317, 0.0326, 0.0336, 0.0287, 0.0342, -0.003, 0.0185, 0.0607, 0.0388, 0.0181, 0.0348, 0.0311, 0.0274, -0.0112, -0.006, -0.0032, 0.0324, 0.0409, 0.0188, 0.0173, -0.0049, -0.02, -0.0197, -0.0072, -0.0005, -0.0394, 0.0598, -0.0228, 0.0129, 0.0, -0.0188, -0.0282, -0.0061, -0.0028, -0.0066, -0.0214, -0.0189, -0.032, 0.015, -0.0007, -0.0135, -0.02, 0.0087, -0.0239, -0.0338, -0.0377, -0.0572, -0.0504, -0.0331, -0.0399, -0.0413, -0.063, -0.0555, -0.0516, -0.1079, -0.1197, -0.1203, -0.1306, -0.1269, -0.1342, -0.1214, -0.1399, -0.1579, -0.1499, -0.1181, -0.0848, -0.1029, -0.1111, -0.1072, -0.0859, -0.0841, -0.0992, -0.1087, -0.1155, -0.1322, -0.1332, -0.1111, -0.118, -0.1342, -0.1165, -0.1201, -0.1524, -0.1675, -0.162, -0.1838, -0.1039, -0.0763, -0.0719, -0.0518, -0.0536, -0.0652, -0.0906, -0.0728, -0.0509, -0.0261, -0.0347, -0.0348, -0.051, -0.0189, -0.0214, 0.0005, 0.0229, 0.0227, 0.0401, 0.0823, 0.0613, 0.0394, 0.0221, 0.0362, 0.0808, 0.0867, 0.1037, 0.0995, 0.0915, 0.1151, 0.0882, 0.0847, 0.0781, 0.0681, 0.0552, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2018428324976955747", "ticker_idx": 0, "ts": "2026-02-02T20:56:27+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "there isn't a MACE/CV trend. Over 1,000 patients across studies", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rebuts NKTR bear thesis on Rezpeg CV safety; argues 1,000+ patient data shows no MACE/CV trend, implying bear case is overblown.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Nah.  There's enough patient data out there on Rezpeg to say there isn't a MACE/CV trend.  Over 1,000 patients across studies.\n\nDupixent is seen as the ultimate safe dermatology drug...\n\nDupixent CV events (CV deaths, MIs, and strokes):\n➡️QUEST (asthma 12y+):  5 events\n➡️CHRONOS (AtD ): 1 event\n➡️SOLO (AtD): 1 event *and* a patient death from asthma exacerbation\n➡️SINUS-24 (CRSwNP): 1 event\n➡️Study 1774 (EoE):‼️2 deaths in a <160 patient sample size\nhttps://t.co/jPVrcbKxpv", "reply_text": null, "parent_text": "Here is my $nktr bear thesis and what I believe is the reason why it stayed so cheap after the rezolve AD data last june. A 38yo woman died of a heart attack in the escape arm. The death was attributed to multiple risk factors, not to rezpeg. See fine print below. 1/4 https://t.co/kA9G3NoK6D", "quoted_text": null, "parent_author": "cluelessbio", "ret_m1d": -0.020723953907808235, "ret_signed_m1d": -0.020723953907808235, "alpha_spy_m1d": -0.015777145946292093, "alpha_c_m1d": -0.014622114479360238, "bench_spy_m1d": -0.004946807961516142, "bench_c_m1d": -0.006101839428447997, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0194124265267972, "ret_signed_p1d": 0.0194124265267972, "alpha_spy_p1d": 0.027867899916925065, "alpha_c_p1d": 0.02962496743846732, "bench_spy_p1d": -0.008455473390127866, "bench_c_p1d": -0.01021254091167012, "ret_p1w": -0.027544576770234253, "ret_signed_p1w": -0.027544576770234253, "alpha_spy_p1w": -0.025445112789135638, "alpha_c_p1w": -0.03159111466227915, "bench_spy_p1w": -0.002099463981098615, "bench_c_p1w": 0.004046537892044899, "ret_p1m": 0.8654250420472316, "ret_signed_p1m": 0.8654250420472316, "alpha_spy_p1m": 0.8802077602310302, "alpha_c_p1m": 0.8566896414784588, "bench_spy_p1m": -0.014782718183798615, "bench_c_p1m": 0.008735400568772755, "ret_p3m": 1.2793809502699358, "ret_signed_p3m": 1.2793809502699358, "alpha_spy_p3m": 1.2440624143606223, "alpha_c_p3m": 1.3459556950474427, "bench_spy_p3m": 0.03531853590931355, "bench_c_p3m": -0.0665747447775068, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8654250420472316, "alpha_spy_stated": 0.8802077602310302, "alpha_c_stated": 0.8566896414784588, "price_path": [0.6474, 0.7033, 0.5719, 0.4696, 0.4234, 0.446, 0.4683, 0.5207, 0.5546, 0.5129, 0.4153, 0.4869, 0.563, 0.5522, 0.5832, 0.4457, 0.4239, 0.5383, 0.5832, 0.7232, 0.7107, 0.6031, 0.4389, 0.4987, 0.5134, 0.4927, 0.5026, 0.542, 0.5147, 0.341, 0.4349, 0.3982, 0.2896, 0.1918, 0.1542, 0.2288, 0.1406, 0.1663, 0.1527, 0.1671, 0.1209, 0.0992, 0.1091, 0.139, 0.1666, 0.1272, 0.1414, 0.0871, 0.0417, 0.0171, -0.0404, -0.0533, -0.0724, -0.0115, -0.0496, -0.0315, -0.0417, -0.0265, -0.0247, -0.0024, -0.058, -0.0758, -0.0207, 0.0, 0.0194, -0.0126, -0.0787, -0.0344, -0.0275, 0.469, 0.7406, 0.8625, 0.8712, 0.9365, 0.9197, 0.9376, 0.9342, 0.9313, 0.7949, 0.846, 0.7288, 0.8095, 0.7933, 0.7867, 0.8654, 0.9006, 0.8547, 0.814, 0.8906, 0.9237, 0.8458, 0.9216, 0.8943, 0.969, 0.9197, 0.9633, 0.8945, 0.9502, 0.914, 0.8909, 0.8618, 0.8012, 0.7117, 0.8875, 0.9861, 1.0197, 0.9601, 1.0, 0.9696, 1.0422, 1.0331, 1.1104, 1.1317, 1.1831, 1.2033, 1.2261, 1.6325, 1.575, 1.4449, 1.394, 1.405, 1.2754, 1.1986, 1.1826, 1.2309, 1.2681, 1.2794, 1.2078, 1.2322, 1.187, 1.1482, 1.0651, 1.0575, 0.9924, 0.9499, 0.8526, 0.7951, 0.7728, 0.8229, 0.7991, 0.7474, 0.7198, 0.7156, 0.7054, 0.702, 0.6752, 0.5362, 0.5538, 0.5559, 0.5037, 0.4853, 0.4751, 0.4895, 0.5533, 0.5577, 0.6041, 0.5811, 0.5981, 0.5981, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2011985595698905354", "ticker_idx": 0, "ts": "2026-01-16T02:15:21+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the stock will close 2026 >$180", "tweet_type": "prediction", "timeline": "months", "summary": "Predicts ABVX closes 2026 above $180.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "“Because I likely bought high”\n\nImagine basing your entire criticism on an assumption you just pulled out of thin air.\n\nJust because Kevin isn’t bragging about his cost basis doesn’t mean it isn’t fantastic.\n\nIt also doesn’t mean his point about its irrelevance is wrong. \n\n(Btw the stock will close 2026 >$180)", "reply_text": null, "parent_text": "Imagine looking at these $ABVX charts and saying my cost basis is not relevant esp when buying purely for M&amp;A.\n\n10% weight on stock that ran 2500% in 7 months,  but hey my cost basis isn't relevant because I likely bought high and dont want to disclose my questionable entry https://t.co/2lKWwTcHhD", "quoted_text": null, "parent_author": "alamentarius", "ret_m1d": -0.002561873836655737, "ret_signed_m1d": -0.002561873836655737, "alpha_spy_m1d": -0.003400481699697755, "alpha_c_m1d": -0.010395483778425252, "bench_spy_m1d": 0.000838607863042018, "bench_c_m1d": 0.007833609941769515, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014859076741611243, "ret_signed_p1d": 0.014859076741611243, "alpha_spy_p1d": 0.035215876753108555, "alpha_c_p1d": 0.017042299415173656, "bench_spy_p1d": -0.02035680001149731, "bench_c_p1d": -0.0021832226735624127, "ret_p1w": 0.03228009247269337, "ret_signed_p1w": 0.03228009247269337, "alpha_spy_p1w": 0.030733108032227063, "alpha_c_p1w": 0.01712660676369193, "bench_spy_p1w": 0.0015469844404663036, "bench_c_p1w": 0.015153485709001435, "ret_p1m": 0.08437237413795495, "ret_signed_p1m": 0.08437237413795495, "alpha_spy_p1m": 0.09213630562529829, "alpha_c_p1m": 0.07197998826475938, "bench_spy_p1m": -0.007763931487343334, "bench_c_p1m": 0.012392385873195577, "ret_p3m": -0.018104142995834627, "ret_signed_p3m": -0.018104142995834627, "alpha_spy_p3m": -0.04556777426812775, "alpha_c_p3m": 0.03142693438008759, "bench_spy_p3m": 0.02746363127229312, "bench_c_p3m": -0.04953107737592222, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08437237413795495, "alpha_spy_stated": 0.09213630562529829, "alpha_c_stated": 0.07197998826475938, "price_path": [-0.2066, -0.2081, -0.2187, -0.2172, -0.2254, -0.2274, -0.2249, -0.1901, -0.1952, -0.1551, -0.1094, -0.1254, -0.1558, -0.1576, -0.1494, -0.1127, -0.101, -0.0938, -0.0687, -0.1167, -0.1383, -0.0573, -0.0297, -0.0279, -0.0354, 0.0495, 0.0173, 0.0735, 0.095, 0.0733, 0.066, 0.0241, -0.0194, -0.0527, -0.0552, -0.0221, -0.0175, 0.0507, 0.0891, 0.1365, 0.0721, 0.0069, -0.0523, -0.0536, -0.0298, -0.0184, 0.1846, 0.1815, 0.2409, 0.2153, 0.199, 0.1814, 0.1516, 0.1424, 0.0523, 0.0171, 0.0801, -0.0137, -0.0231, 0.0077, 0.0217, 0.0675, -0.0026, 0.0, 0.0149, 0.0249, 0.0558, 0.0429, 0.0323, 0.0153, -0.0266, -0.0304, -0.0508, -0.0482, -0.0323, -0.0301, -0.0546, 0.0049, 0.0229, 0.0178, 0.0484, 0.0635, 0.0674, 0.0728, 0.0844, 0.1122, 0.1132, 0.135, 0.0956, 0.0532, 0.0202, 0.0357, -0.0341, -0.0512, -0.0028, -0.0376, -0.0664, -0.064, -0.0155, -0.0409, -0.001, -0.0137, 0.0482, 0.0813, 0.0588, 0.0506, 0.0277, -0.0143, -0.0592, -0.0547, -0.0651, -0.1249, -0.1332, -0.0491, -0.0182, 0.0108, 0.0202, -0.0053, 0.0159, 0.0734, 0.0772, 0.036, 0.0743, 0.0374, 0.0459, 0.0261, -0.0181, -0.0484, -0.0095, -0.035, -0.0217, -0.0444, -0.0617, -0.0927, 0.0024, 0.0044, 0.0003, 0.057, 0.0806, 0.0645, 0.0482, 0.043, 0.0366, 0.0411, 0.0333, -0.0219, -0.0303, -0.0288, 0.0239, 0.0592, 0.0418, 0.0795, 0.1079, 0.1059, 0.1326, 0.1075, -0.3809, -0.2301, -0.1039, -0.133, -0.133, -0.1228, -0.1629, -0.1386, -0.1755, -0.1609, -0.1674, -0.1447, -0.1533, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036610980004704497", "ticker_idx": 0, "ts": "2026-03-25T01:07:50+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "not only is Wedbush making a fuss out of a dataset that has been around since $ABVX was trading at $6/share, but what they're complaining about is just flat out standard practice...yet they're acting like it's some sort of new discovery that undermines the drug's activity altogether...after it just reported the 3rd highest UC induction remission delta of all time", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX; dismantles Wedbush bear thesis on steroid tapering, arguing P2 data are overwhelmingly strong and P3 bar is highly achievable even under worst-case assumptions.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "I guess the drawback of becoming the $ABVX guy is that I've got to respond to ridiculous takes as they pop up now.  Wedbush is making a full time job of it.\n\nTheir recent note tries to catastrophize about steroid tapering (or lack thereof) in the phase 2 dataset, claiming this undermines $ABVX's probability of success in phase 3.  If you're not in the weeds on the data here, I could see how you might read that and think \"oh no, that doesn't sound good\".\n\nHowever, if you *are* remotely in the weeds on these data (as Wedbush should be but very clearly isn't), you can read that take and laugh at the analysis - so let's bring everyone into the weeds here.\n\nFirst of all, it's funny that Wedbush is apparently just now stumbling across this contrived bear thesis that they're pretending is something new, because THE DATA THEY ARE TALKING ABOUT WERE LITERALLY PUBLISHED ***BEFORE*** THE PHASE 3 INDUCTION DATA CAME OUT IN JULY.  The publication was from May, and it mostly rehashed data that were actually already widely known for years from ABVX's prior conference presentations and corporate decks.\n\nWelcome to the party, Wedbush - it's been going on for a while.  Have a seat.\n\nOk so what's the supposed issue?  Wedbush is saying that ABVX didn't force tapering of steroids in the P2 maintenance trial, which is standard practice in P3 trials.  The issue is.....Not forcing steroid tapers *is standard practice* for P2 trials...which is exactly what ABVX did, in line with standards...\n\nIn my ABVX pitch from July I discussed comparing their maintenance dataset to two of the most robust comparison P2 studies - those from Zeposia and Velsipity.  These are great comps because these drugs are all oral and all of the P2s had open label maintenance portions.\n\nOh, and also...none of the trials forced a steroid taper...because that is standard!\n\nThe Zeposia study literally didn't even MEASURE steroid free remission (ABVX and Velsipity studies at least measured what the steroid free remissions were, but none of them forced any tapering).\n\nSo, not only is Wedbush making a fuss out of a dataset that has been around since $ABVX was trading at $6/share, but what they're complaining about is just flat out standard practice...yet they're acting like it's some sort of new discovery that undermines the drug's activity altogether...after it just reported the 3rd highest UC induction remission delta of all time...Ok.\n\nI'm going to point everyone to this table (attached) yet again.  As most will likely know by now, only induction responders enroll into the maintenance portion of UC P3s, so for $ABVX, the P2 maintenance remission number we look at is that 65% number on the far upper right corner (which was the P2 maintenance remission rate among patients who had responded upon induction).\n\nTake a second to compare that 65% number to the numbers below it from other P3 trials.  65% would be, by far, the single highest number ever recorded in a phase 3, and it wouldn't even be CLOSE.  65% would literally DOUBLE the remission rates of some of the other (approved and used) drugs on that list.\n\nNobody (absolutely no one) believes $ABVX is going to repeat 65% maintenance remission in P3.  Yes, that is the appropriate responder-enriched number from the P2 that will be represented in the phase 3, but the P2 was open label, and yes, in P3 steroids will be forced to taper.\n\nLook how much room they have for that number to get worse!  It could drop 12% points and still be the highest remission rate of all time (which is by no means necessary for success here).  The P2 maintenance remission data were so otherworldly good that we already all know the number has to come down in P3 - no way around it.  All the bulls have known this all along (just like we all understand the basic drug design of UC trials which involves forced steroid tapers in P3 but not in P2...apparently unlike some).\n\nBut, of course, the placebo adjusted delta is ultimately what will matter in P3.  20-30% delta has been broadly discussed as the target range for $ABVX, and I completely agree (as I said on the YAVP podcast last week, my guess is a middle ground bet on 25%).\n\nHow hard will that 20-30% target range be to hit?  Let's assume that the placebo remission rate mimics that of the R+Z+V dataset combining 3 of oral therapies on that table.  The average placebo remission rate among those trials was 12.7%.\n\nIf we assume ABVX has the same placebo remission rate in maintenance (which may not be fair as ABVX's placebo remission rate in induction was *lower* than the R+Z+V average), then $ABVX would only need a 32.7%-42.7% remission rate on drug to \"hit the bar\".  Again, this is versus the 65% achieved in the open label P2...\n\nWedbush tries to sensationally mislead investors into thinking that \"1/3\" of the remissions in the P2 were just \"due to steroids\", simply because 1/3 of the patients in remission had not come off of steroids.  This is inherently misleading in the first place because there was no forced taper of any kind on the study, meaning patients in remission may not have even *tried* to come off of steroids.  If there was a forced taper, without a doubt at least *some* of those 1/3 of patients who stayed on steroids despite not attempting a taper would have stayed in response when coming off of them.  Of course not all of them, but SOME of them would have maintained remission despite a forced taper.  So, that 1/3 number perhaps becomes 1/4 or 1/5 if a forced taper were implemented.\n\nBut, ok.  Let's play along with Wedbush's game anyway and just stick with the phony 1/3 number and say \"Ok, take away 1/3 of the remissions due to steroid taper in the P3!\n\n1/3 from 65% is...43.5%...\n\nSo, 43.5% less our estimated placebo response rate of 12.7% and we've got...30.8% remission delta!  Literally HIGHER than the high end of the bar!  And hey, that would beat Xeljanz to make $ABVX the 2nd highest maintenance remission delta of all time...only behind Rinvoq!\n\nSo, I guess that all I have to say to Wedbush is...Thanks!  Thanks for once again thinking you found something bearish that actually just serves to prove the point for the bulls.\n\nNow please cut this out so I don't feel compelled to address such silly work.", "reply_text": null, "parent_text": null, "quoted_text": "Lot's of requests to discuss the Wedbush report on $ABVX today.  It's a doozy.  Obviously I'm a biased bull so sure, take my thoughts with a grain of salt, but this is truly, awful work from my perspective.  Let's dig in on a few of the key issues.", "parent_author": null, "ret_m1d": -0.004787703648670205, "ret_signed_m1d": -0.004787703648670205, "alpha_spy_m1d": 0.0007541018410748279, "alpha_c_m1d": 0.005127587328934591, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.009915290977604796, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01102071928582804, "ret_signed_p1d": -0.01102071928582804, "alpha_spy_p1d": 0.006838010697515995, "alpha_c_p1d": -0.007601682215131467, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.0034190370706965734, "ret_p1w": 0.038572758718840694, "ret_signed_p1w": 0.038572758718840694, "alpha_spy_p1w": 0.04097826974273311, "alpha_c_p1w": 0.028384095026232625, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": 0.010188663692608069, "ret_p1m": 0.03486902183164742, "ret_signed_p1m": 0.03486902183164742, "alpha_spy_p1m": -0.05209551206658669, "alpha_c_p1m": 0.04895554220913134, "bench_spy_p1m": 0.08696453389823411, "bench_c_p1m": -0.014086520377483924, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03486902183164742, "alpha_spy_stated": -0.05209551206658669, "alpha_c_stated": 0.04895554220913134, "price_path": [0.2531, 0.2498, 0.3126, 0.2855, 0.2683, 0.2497, 0.2182, 0.2084, 0.1132, 0.0759, 0.1425, 0.0433, 0.0334, 0.0659, 0.0808, 0.1293, 0.0551, 0.0578, 0.0735, 0.0841, 0.1168, 0.1032, 0.092, 0.074, 0.0296, 0.0257, 0.0041, 0.0069, 0.0237, 0.0259, 0.0001, 0.063, 0.082, 0.0766, 0.109, 0.125, 0.1291, 0.1349, 0.1471, 0.1765, 0.1775, 0.2006, 0.1589, 0.1141, 0.0792, 0.0956, 0.0218, 0.0036, 0.0548, 0.0181, -0.0124, -0.0098, 0.0414, 0.0145, 0.0567, 0.0434, 0.1089, 0.1438, 0.1201, 0.1113, 0.0871, 0.0426, -0.0048, 0.0, -0.011, -0.0743, -0.0831, 0.0059, 0.0386, 0.0693, 0.0792, 0.0522, 0.0746, 0.1354, 0.1395, 0.0958, 0.1364, 0.0974, 0.1063, 0.0855, 0.0387, 0.0066, 0.0478, 0.0208, 0.0349, 0.0108, -0.0075, -0.0403, 0.0603, 0.0624, 0.0581, 0.1182, 0.1431, 0.126, 0.1088, 0.1033, 0.0966, 0.1013, 0.093, 0.0346, 0.0257, 0.0274, 0.0831, 0.1204, 0.102, 0.1419, 0.1719, 0.1698, 0.1981, 0.1715, -0.3451, -0.1856, -0.0521, -0.0828, -0.0828, -0.0721, -0.1145, -0.0888, -0.1278, -0.1124, -0.1192, -0.0953, -0.1043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036475446590591098", "ticker_idx": 0, "ts": "2026-03-24T16:09:17+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "degen traders dumping the stock on a CNBC article saying exactly what I've been saying since the trial hit back in July... WAITING FOR MAINTENANCE DATA is the ideal negotiating leverage... Catalyst wait times don't get a lot shorter than 3 months in biotech, btw. CHILL.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish ABVX; views dip as overdone, maintenance data in ~3 months is ideal M&A leverage, urging holders to hold through the sell-off.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ABVX degen traders dumping the stock on a CNBC article saying exactly what I’ve been saying since the trial hit back in July, and what was already blatantly obvious from the earnings release yesterday.  WAITING FOR MAINTENANCE DATA is the ideal negotiating leverage. \n\nRead the quote below from the CEO.  It could not be more obvious to me that this is the correct strategy.  \n\nCatalyst wait times don’t get a lot shorter than 3 months in biotech, btw.  CHILL. \n\nhttps://t.co/aVOuiXWY6v", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.047653627006048804, "ret_signed_m1d": 0.047653627006048804, "alpha_spy_m1d": 0.044285506372768735, "alpha_c_m1d": 0.047791682221179355, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.0001380552151305503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0048107360270999155, "ret_signed_p1d": 0.0048107360270999155, "alpha_spy_p1d": -0.0007619522169486359, "alpha_c_p1d": -0.005203852509869877, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.010014588536969793, "ret_p1w": 0.010710722744737167, "ret_signed_p1w": 0.010710722744737167, "alpha_spy_p1w": 0.015058682432964932, "alpha_c_p1w": -0.001859257285734106, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": 0.012569980030471273, "ret_p1m": 0.025687590796860116, "ret_signed_p1m": 0.025687590796860116, "alpha_spy_p1m": -0.058929226460298745, "alpha_c_p1m": 0.015673002259890323, "bench_spy_p1m": 0.08461681725715886, "bench_c_p1m": 0.010014588536969793, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.025687590796860116, "alpha_spy_stated": -0.058929226460298745, "alpha_c_stated": 0.015673002259890323, "price_path": [0.0433, 0.2591, 0.2558, 0.319, 0.2917, 0.2744, 0.2557, 0.2241, 0.2142, 0.1185, 0.0811, 0.148, 0.0483, 0.0384, 0.0711, 0.086, 0.1347, 0.0602, 0.0629, 0.0787, 0.0893, 0.1222, 0.1085, 0.0972, 0.0792, 0.0346, 0.0306, 0.0089, 0.0117, 0.0286, 0.0309, 0.0049, 0.0681, 0.0872, 0.0818, 0.1144, 0.1304, 0.1345, 0.1403, 0.1526, 0.1822, 0.1832, 0.2064, 0.1645, 0.1195, 0.0844, 0.1008, 0.0267, 0.0084, 0.0599, 0.023, -0.0076, -0.0051, 0.0464, 0.0194, 0.0618, 0.0484, 0.1142, 0.1493, 0.1254, 0.1167, 0.0923, 0.0477, 0.0, 0.0048, -0.0063, -0.0699, -0.0787, 0.0107, 0.0436, 0.0744, 0.0844, 0.0573, 0.0798, 0.1409, 0.145, 0.1011, 0.1419, 0.1027, 0.1116, 0.0907, 0.0437, 0.0114, 0.0528, 0.0257, 0.0398, 0.0157, -0.0027, -0.0357, 0.0654, 0.0675, 0.0632, 0.1235, 0.1486, 0.1314, 0.1141, 0.1086, 0.1018, 0.1066, 0.0983, 0.0396, 0.0307, 0.0323, 0.0883, 0.1258, 0.1073, 0.1474, 0.1775, 0.1755, 0.2039, 0.1772, -0.3419, -0.1817, -0.0476, -0.0784, -0.0784, -0.0676, -0.1102, -0.0844, -0.1236, -0.1081, -0.115, -0.091, -0.1, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2049921463923179678", "ticker_idx": 0, "ts": "2026-04-30T18:38:57+00:00", "symbol": "SYRE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is dumb. $SYRE raised cash at a $6.7B cap after open label P2a data using a me-too MOA where the currently approved drug will be generic soon after $SYRE's launch... Over $8B market cap now.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "SYRE grossly overvalued vs ABVX: $8B+ cap on me-too MOA, small open-label P2a data, biosimilar competition, yet trades $1B+ above ABVX post-P3; calls it dumb.", "resolved_tickers": ["SYRE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Another angle on this comp for the YTE bubble.  $SYRE raised cash at a *higher* valuation post open label P2a than $ABVX did post *P3*.  Over a billion dollars higher!!!\n\n$SYRE raised cash at a $6.7B cap after open label P2a data using a me-too MOA where the currently approved drug will be generic soon after $SYRE’s launch. \n\n$ABVX raised cash at a $5.6B cap after their phase 3 trial with the first validation of an entirely new and highly effective MoA since the IL23p19s hit the scene half a decade ago in 2021.  Major breakthrough. \n\n>$1B higher valuation at the offering for $SYRE with their me-too MoA, small n *open label* dataset, and ~5 year lag, *plus* multiple other pharmas already developing drugs with the same MoA and having to compete against the market leader becoming BIOSIMILAR.  Versus literally zero intra-MoA competition for $ABVX…\n\nOh, and of course, $SYRE has added another ~$1.4B in market cap since that raise over ~2 weeks…why not! \n\nOver $8B market cap now.\n\nThis is dumb.", "reply_text": null, "parent_text": null, "quoted_text": "For perspective, $SYRE market cap is getting close to the $ABVX cap (not quite there but on pace to blow past it very soon if it keeps this up). \n\n$ABVX was at the P2a stage in 2018, where $SYRE is today with nothing but me-too (or me 3, 4, 5, 6, 7) drugs in the pipeline.\n\nIt", "parent_author": null, "ret_m1d": -0.03438546223680128, "ret_signed_m1d": 0.03438546223680128, "alpha_spy_m1d": 0.02453384865404018, "alpha_c_m1d": 0.012808580006867132, "bench_spy_m1d": -0.009851613582761098, "bench_c_m1d": -0.021576882229934147, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06756210860282164, "ret_signed_p1d": 0.06756210860282164, "alpha_spy_p1d": 0.07033120389517233, "alpha_c_p1d": 0.06187677536202285, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": -0.0056853332407987844, "ret_p1w": -0.018132955399039363, "ret_signed_p1w": 0.018132955399039363, "alpha_spy_p1w": 0.036110915542833744, "alpha_c_p1w": 0.00943370048654879, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": -0.008699254912490573, "ret_p1m": -0.05251841763584064, "ret_signed_p1m": 0.05251841763584064, "alpha_spy_p1m": 0.10801059003073377, "alpha_c_p1m": 0.06519045527620637, "bench_spy_p1m": 0.055492172394893124, "bench_c_p1m": 0.01267203764036573, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05251841763584064, "alpha_spy_stated": 0.10801059003073377, "alpha_c_stated": 0.06519045527620637, "price_path": [-0.549, -0.5704, -0.5601, -0.5529, -0.5692, -0.5576, -0.5283, -0.5439, -0.5492, -0.5444, -0.532, -0.508, -0.5171, -0.5084, -0.4921, -0.4196, -0.4066, -0.4164, -0.4106, -0.4204, -0.4223, -0.4293, -0.4618, -0.4493, -0.4548, -0.4607, -0.4484, -0.4416, -0.4426, -0.4572, -0.4642, -0.4081, -0.4097, -0.4216, -0.4317, -0.4459, -0.4257, -0.4329, -0.3864, -0.3617, -0.3645, -0.3899, -0.3225, -0.3432, -0.3609, -0.3421, -0.3123, -0.3018, -0.3046, -0.3111, -0.1502, -0.1402, -0.0733, -0.0638, -0.0193, -0.0142, -0.0427, -0.0195, -0.07, -0.0642, -0.0343, -0.0782, -0.0344, 0.0, -0.0676, -0.0715, -0.0462, -0.0195, -0.0181, 0.008, 0.0266, 0.0079, 0.025, 0.0161, 0.0063, -0.0587, -0.1052, -0.034, -0.0017, -0.0054, -0.0107, -0.0261, -0.0314, -0.0128, -0.0525, -0.0711, -0.0125, 0.0541, -0.0107, -0.0329, 0.0267, 0.0085, 0.0849, 0.0852, 0.1226, 0.1203, 0.1752, 0.1752, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2061988495086768243", "ticker_idx": 0, "ts": "2026-06-03T01:49:01+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hopefully the market will wake up to the points above highlighting that the colonic dysplasia and NMSC cases can be almost completely written off... I sincerely do not believe that these two cases alone represent a signal against 0 in the placebo arm. This is textbook small sample statistical noise", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long ABVX: argues market is wrong to treat 7 cancer cases as serious — colonic dysplasia isn't cancer, 4 NMSC cases are trivial, leaving only 2 cases of statistical noise; expects narrative snapback on additional 50mg data.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "I keep hearing people referring to \"7\" cases of cancer in the high dose arm for $ABVX.  I get it - that's what they technically showed in the table, but in observing a lot of conversation about this I gather that people don't actually realize what really matters there.  I am strongly of the opinion that there are really only 2 malignancy cases that matter for adjudication - the prostate cancer and breast cancer cases.  \n\nI initially started talking about these cases as \"the 2\" cases from the very beginning because I assumed that everyone would be on the same page that these were the only 2 that mattered...but I've found that people really are considering this as a case of *7* full blown malignancies in the 50mg arm...This is just not correct.  \n\nLet's break this down.\n\nFirst of all, they're counting \"colonic dysplasia\" in this table as one of the \"malignancies\".  I cannot stress this enough:  Colonic dysplasia is, by definition, LITERALLY not cancer.  This is actually an unequivocal point that I don't understand how it could even be up for debate.\n\n\"Dysplasia\" is a \"precancerous\" lesion.  Cervical dysplasia, colonic dysplasia, melanocyte dysplasia.  Terms exist for these PREcancerous findings because they are, by definition NOT CANCER (otherwise, if they were cancer, we'd call them cervical cancer, colon cancer, and melanoma)...\n\nDysplastic lesions, not being cancer, often regress on their own or simply never evolve into cancer, staying in the \"dysplastic\" state until death.  However, if they *do* become cancer, they do so through a process that is called \"malignant transformation\".  Literally, something that is NOT malignant TRANSFORMS into something that is.\n\nWhy did the ABVX management team include this in the list of \"malignancies\"?  Honestly, I don't know.  I think it is an evident mistake, and a strong piece of evidence that they didn't think they'd actually have to explain away a \"cancer signal\" in this dataset because their analysis of the data told them that there isn't one.  If they were worried that the market was going to interpret these data as a catastrophic malignancy risk (which, make no mistake, is what the current low $70s price tag is assuming), they would've likely adjudicated this more thoroughly and left the \"malignancy\" that is by definition NOT malignancy off of the \"malignancy\" table...\n\nSo that is tossed out easily IMO.  6 cases left now.  4 of those are NMSC (non-melanoma skin cancer).  I gather that people are dramatically overestimating what a diagnosis of NMSC means.  Far be it from me to minimize NMSC (since it is what I treat for a living as a dermatologist), but guys....this is NOT in the same category as ANY other malignancies.  NMSC is a milder category of its own, and I don't mean that as a matter of opinion.  Literally, \"non-NMSC malignancies\" is a distinct endpoint used to gauge risk of \"serious\" malignancies in clinical trials.   NMSCs are left out of that category because they almost never are \"serious\" - certainly almost never life threatening. \n\nHere's an exercise anyone can do to drive this point home.  Google, or ask an LLM \"what are the 10 most common cancers in the United States?\".  They are all going to give you the same answer:  Breast & prostate will be the top 2 at slightly >300,000 cases/year.\n\nSo breast and prostate are the #1 and #2 most common cancers according to every source...except, those sources either ignore completely or footnote at the bottom that there is a type of cancer 15x more common...NMSC!!!  \n\nThe point?  Ubiquitously, NMSC isn't even included on the list of \"most common cancers\" because they're frankly in a separate category altogether from cancers like breast and prostate.  It actually is controversial whether or not it is even possible for basal cell carcinoma to metastasize, and (aside from transplant patients), CSCC is almost never fatal unless left ignored/untreated for years (people ignoring a giant bleeding skin cancer is perhaps more common than you'd think, but not happening in any clinical trial patients). \n\nThese 4 50mg NMSC cases (vs 1 in the placebo group) are a not representative of serious malignancy risk even if the market is acting as if they are...they are absolutely in milder a category all their own, and lumping these all together is a mistake.\n\nAgain, if people think these 4 NMSC cases are some scary life threatening event, they're just flat out wrong.  There are >15x more cases of NMSC than breast cancer in the US/year, yet >10x more breast cancer deaths occur in the US per year.  \n\nAgain, not to minimize my own career too greatly, but almost *always* NMSC are removed by VERY simple, ~10 minute procedures under local anesthesia.  Cutting out (or scraping away) the lesion typically takes me around 60 seconds, and the bulk of the procedure is actually spent stitching the patient back up.  Drive yourself to the office, drive yourself home, local anesthesia, under an hour, you're cured.  Hell, in many places in Europe it is actually standard practice to not even \"treat\" a basal cell carcinoma!  On many body locations they are simply biopsied, and once diagnosed they are considered cured by the biopsy itself! \n\nIt has become very clear to me that people are thinking that these NMSC cases are highly relevant cases of severe, potentially fatal cancer.  They simply are not.  There are *millions* of these in the US per year and most are treated with <15 minute procedures.  These are in a TOTALLY different, far less serious category of \"cancer\".\n\nSo again, why wasn't $ABVX prepared to discuss/explain this?  I legitimately think they did not expect to need to.  They may have overestimated the market's knowledge here and underestimated its potential for a knee-jerk reaction to the \"C-Word\".  It's a mistake, yes, but it ultimately doesn't change the profile of the drug.\n\nSo, I think we have compelling cases to write off the colonic dysplasia (literally not cancer) and NMSC cases, as I have usually found to be standard in these situations.\n\nThat leaves the breast and prostate cancer cases.  Again, the otherwise #1 and #2 most common cancer types...funny how that worked out!  I sincerely do not believe that these two cases alone represent a signal against 0 in the placebo arm.  This is textbook small sample statistical noise, ESPECIALLY for a drug with no mutagenic risk AND no immunosuppression (literally, HOW would this drug even be causing cancer then???).\n\nHowever, clearly the market will want more info here on these two cases.\n\nHopefully the market will wake up to the points above (that $ABVX and I mistakenly thought were obvious) highlighting that the colonic dysplasia and NMSC cases can be almost completely written off.  After that, hopefully $ABVX can give us more info on these two \"legit\" cancer cases (breast and prostate).\n\nYes, they should've been ready to do so on the call.  they messed up, but let's see what the details show.  Some are saying we will see updates sooner than the October conference like they initially guided for on the call (at which point they clearly did not expect the market to be freaking out at all).  \n\nAfter that, we also need to see the data from the 50mg \"escape/placebo\" arm that was not part of the primary efficacy analysis.  That's is own topic of conversation, but that could significantly rewrite the narrative (now that $ABVX is aware a narrative needs to be rewritten after it got away from them). \n\nI think the market thinks they are hiding these \"escape/placebo\" arm 50mg patients' data.  I believe they were just totally caught off guard by the market's reaction to the \"cancer signal\" here and didn't think they'd need to have that dataset ready to prove there's no cancer risk (they thought the initial dataset spoke for itself...I agree, but so far the market clearly doesn't).\n\nThere should be several hundred patients worth of extra 50mg patients in that group.  Ideally they can move up the release of that dataset to help qualm the market's fears and try to prove they aren't trying to hide anything there.  Depending on the sample size there, we should very likely expect a few \"cases\" there too, but if the rate comes in lower than the original 50mg data we got, this narrative could snap back rapidly.  Let's hope!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1957848167180808, "ret_signed_m1d": -0.1957848167180808, "alpha_spy_m1d": -0.2028515878601015, "alpha_c_m1d": -0.1879907866842757, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": -0.007794030033805077, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16394895761653494, "ret_signed_p1d": 0.16394895761653494, "alpha_spy_p1d": 0.1601702718543958, "alpha_c_p1d": 0.13324750939150287, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.03070144822503207, "ret_p1w": 0.08740984048853173, "ret_signed_p1w": 0.08740984048853173, "alpha_spy_p1w": 0.12560722199519336, "alpha_c_p1w": 0.051489793439134734, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": 0.035920047049397, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2953, 0.2501, 0.2128, 0.2159, 0.2788, 0.2458, 0.2976, 0.2812, 0.3616, 0.4045, 0.3754, 0.3647, 0.3349, 0.2803, 0.2221, 0.228, 0.2144, 0.1367, 0.1259, 0.2352, 0.2753, 0.313, 0.3252, 0.2921, 0.3196, 0.3942, 0.3992, 0.3456, 0.3955, 0.3475, 0.3585, 0.3329, 0.2754, 0.2361, 0.2866, 0.2535, 0.2708, 0.2413, 0.2187, 0.1785, 0.3021, 0.3046, 0.2993, 0.373, 0.4037, 0.3827, 0.3615, 0.3547, 0.3465, 0.3523, 0.3422, 0.2704, 0.2596, 0.2616, 0.33, 0.3758, 0.3532, 0.4022, 0.439, 0.4365, 0.4712, 0.4386, -0.1958, 0.0, 0.1639, 0.1262, 0.1262, 0.1394, 0.0874, 0.1189, 0.071, 0.09, 0.0815, 0.1109, 0.0998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2011457302096748706", "ticker_idx": 0, "ts": "2026-01-14T15:16:06+00:00", "symbol": "TENX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm net bullish at current prices", "tweet_type": "analysis", "timeline": "months", "summary": "Long TENX at current prices ahead of Q3 P3 readout in PH-HFpEF; huge upside/downside binary but market underprices PoS vs author's estimate; small position only.", "resolved_tickers": ["TENX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I’ve gotten a lot of messages asking about my BioPick selection for this year, $TENX.  I’ve responded to a few but don’t have the time to respond to everyone.\n\nI actually considered making $TENX an official “pitch”, but I don’t think I can get there on the risk/reward skew to say that this is “one of the best setups I’ve ever seen” like I try to do for “official” pitches. \n\nStill, it’s been an obscure name, and IMO very clearly has a heavily underappreciated 2026 catalyst that many people don't know about, so I think it's worth talking about.  I am long currently and there’s a decent chance that I’ll be exposed to the binary - at least I think that I’ll be exposed to the readout if the stock stays at these prices going into the data.\n\nSo, I won’t pitch it with a comprehensive thread like $NKTR & $ABVX, and I won’t share my full large diligence document like I did for those.  But, I hope the brief (by my standards) discussion here could lead to some solid sharing of thoughts with the “biotwitter” community.  Frankly, I'm not even sure the best way to \"play\" this one, so some feedback and collective diligence here could be useful.\n\n---\n\nEveryone’s favorite part of the thread → Disclaimers!\n\nFirst one is important - Don’t be fooled by your brokerage account telling you this has some tiny microcap valuation.  There are lots of warrants outstanding from the company’s history, making the fully diluted share count more like ~65M (by my calculations).\n\nSecond, much like $ABVX, the downside on a total fail by $TENX is huge.  Like 90%.  I’d also say that, for $ABVX, I eventually arrived at such high confidence that they were going to hit that I’d almost have called that a \"guarantee\" (although nothing in biotech ever actually is).  For TENX, the *massive* +500-1000% upside scenarios are certainly on the table like they were for $ABVX, but the odds of that happening versus the ~90% downside crash are certainly nowhere near as positively skewed for $TENX.  THE BINARY HERE IS GOING TO BE RISKY.\n\n---\n\nThe Disease:\n\n$TENX aims to treat PH-HFpEF (i.e. patients who have pulmonary hypertension as a result of heart failure with preserved ejection fraction).  This is a very sick, and very large patient population for which there are zero FDA approved treatments.\n\nBasically, the issue is that the patient’s heart has become stiff and is unable to fill up with blood appropriately.  This is HFpEF (heart failure with preserved ejection fraction). \n\nBut, over time, the HFpEF worsens to the extent that excess blood backs up behind the stiff heart and starts filling up the vessels in the lungs.  Over time these vessels also become stiff and thickened thanks to this backpressure from the heart.  *That* is the PH (pulmonary hypertension) of PH-HFpEF.\n\nThe US TAM for this condition is absolutely huge…~1.4M patients.  No approved drugs.\n\nOther companies like $TECX and recently $MRK have been going after a smaller segment of the PH-HFpEF population.  I won’t go into the (deep) nitty gritty on the differences, but roughly, the 1.4M patient US PH-HFpEF TAM is comprised of\n\n~0.4M CpCPH patients\n~1.0M IpcPH patients\nRecently, better known trials like those from $TECX and $MRK have focussed on the smaller 0.4M CpcPH sliver of the market.\n\n$TENX, on the other hand, is studying their drug in the entire PH-HFpEF population.  Well over 1.4 million patients in the US alone, with extremely high unmet need.\n\n---\n\nThe Drug:\n\n$TENX is studying an oral formulation of Levosimendan.  This drug has actually been approved overseas as an IV infusion for acute decompensated heart failure for many years.\n\nIt seems to have a pleiotropic mechanism of action, including inotropy (making the heart beat harder), and vasodilation (particularly with a strong effect on the “splanchnic” vasculature).\n\nI’ll be honest - it’s hard to make a really convincing argument as to why the drug should work in PH-HFpEF from a purely mechanistic perspective (sort of like it was hard to be convinced by $ABVX’s unclear mechanism of action).  The strongest argument from my perspective is probably the significant splanchnic dilation that the drug causes.  It is established that PH-HFpEF patients have chronically constricted splanchnics, which forces more blood into “the system” and causes volume overload that exacerbates the disease.\n\nThe idea for TENX would be, at least partially, that it restores patients’ ability to dilate these splanchnic blood vessels, which opens a huge reservoir for blood to travel to, reducing the severe volume overload on the heart and lungs that PH-HFpEF patients experience.\n\nHonestly?  IDK.  I could go WAY more in depth into the physiology here (I have probably a hundred pages of notes on the subject).  However, after studying this extensively myself *and* listening to a bunch of KOL discussions on the matter, I have decided…Nobody, not even the world’s leading experts, can be trusted to predict whether or not a drug is going to work in this indication.\n\nThis became evident listening to KOLs blatantly contradict each other nonstop about what matters in the hemodynamics of this disease, but what really drove it home was the fact that…the world’s leading experts keep launching PH-HFpEF studies of drugs they are excited about that ultimately end up HARMING the patients!  (See Lilly’s volenrelaxin program and a history of failed endothelin agonist trials).\n\nPoint being:  On paper, trust no one to tell you whether or not a drug is going to work in PH-HFpEF.\n\nClinical data must drive the hypothesis from my perspective…so let’s get into it.\n\n---\n\nThe $TENX P2 Data\n\nThe first time I looked at $TENX I really didn’t like it.  It actually hit in a P2 study on what is going to be the regulatory primary endpoint for the drug, 6MWT (6 minute walk test).  However, the “hit” looked like a pretty small signal, along with some luck.  As you can see in the first photo, the drug patients gained ~17 meters, while the placebo patients lost ~12 meters after 6 weeks of treatment.\n\nTypically, you expect to see a mild increase for placebo patients on 6MWT.  So, it looks like $TENX got “lucky” with this 6MWT success in their small P2 study.  The 29 meter delta they saw in P2 would be amazing to see in P3, but they won’t be able to count on that placebo decrease in P3.\n\nSo, I actually think it’s fair to say that they did get lucky in P2.  This is what made me basically ignore the company the first time I looked at it.  However, I’ve come to feel that it’s not as simple as just “a small signal where the company got lucky”.\n\nIn the next 3 slides, I’ll outline why I’m bullish $TENX at its current valuation:\n1⃣PK/PD nuance\n2⃣KOL/Principle Investigator commentary\n3⃣Upside skew\n\n---\n\nWhy I’ve flipped bullish $TENX at the current valuation Part 1:  The phase 2 study measured 6MWT efficacy with the drug at trough.\n\nIn the phase 2 study, the company only had access to the IV formulation of the drug.  The half life of the drug (really of its active metabolite) is WAY too short for once-weekly dosing.  However, the company knew that even a once-weekly 24-hour long infusion (!!!) was already a hurdle from a commercial perspective, so multiple doses were out of the question.\n\nSo, even though the science clearly said they needed to give multiple doses of the drug each week for patients to have adequate exposure, they were basically stuck with once weekly infusions (again, a 24 hour long infusion that basically decommissions patients for an entire day every week).\n\nPK/PD modeling suggests that the drug would be at only 20-25% of its cmax concentration by 1 week from dosing when they measured efficacy.  As we can see from prior studies of the drug in other indications, the hemodynamic effects of the drug have nearly completely vanished by the time that $TENX measured efficacy in their P2 study (see first photo).\n\nHowever, for the phase 3, the company got access to the oral formulation of the drug and will be dosing it TID.  So, the concentrations of the drug will be much higher when efficacy is measured than they were in the P2.  For a drug that works entirely by modulating patients’ hemodynamics, having adequate exposure at the time of efficacy measurement is absolutely key.\n\nSo, in the phase 2 we saw a weak 6MWT signal, which initially really turned me off to the stock…However, what I didn’t realize at the time was that we have a solid explanation for why the signal could get stronger in P3 without any luck.  The P3 oral dosing strategy solves what was a massive drug exposure problem in the P2 that could explain the “weakness” of the 6MWT signal (despite the fact that it did hit in P2).\n\n---\n\nWhy I’ve flipped bullish $TENX at the current valuation Part 2:  KOL Commentary.\n\nKOL commentary should always be taken with grains of salt, but in all of the bullish commentary I’ve ever heard from KOLs who are on investigators on studies of a drug…the bullish commentary we are getting from the docs on the $TENX P2/3 studies is *up there*.\n\nThe company held a public KOL event in November that you can listen to (in fact I’d encourage you to do so).\n\nBut, to summarize/paraphrase some of what the KOLs are saying:\n\nDr. Barry Bourlag:\n-”The patients love this drug”\n-”We have been involved in a lot of trials over the last 20 years in HFpEF, but I would say that the effects that the patients are telling us are really, really impressive.”\n-”Some of the stories are just really outrageous.  I mean, people that have been like converted to becoming totally sedentary, men are out in the fields shotting deer and dragging the buck carcass all the way back to their truck and stuff like that.”\n-”...Telling me stories that they’re just night and day, just really life altering, that word is used.”\n\nDr. Sanjiv Shah:\n-”It’s kind of phenomenal…But we see things we never see in trials unless they’re like positive, in a positive way.”\n-”What we’ve seen which is really interesting is we saw patients who felt better during the randomized phase, they wash out for 2 weeks, they feel worse again, and then they start feeling better again.”\n-”It’s rare in patients with HFpEF, especially PH-HFpEF, where they’re really debilitated, that anything makes them feel better.  That is quite different from other medications we’ve seen in this patient population.”\n\n(There's quite a bit more like this on the November KOL call - I'd recommend checking it out if interested in the stock).\n\nSo, again, we have to take major grains of salt with this.  Some of what they’re saying could be overexcited KOL commentary.  Some (or even all) of what they’re seeing could be placebo effects.  But, these are highly seasoned KOLs who collectively have decades of PH-HFpEF trial experience…and they sure talk as if they are seeing things they haven’t seen before with this disease.\n\nNot to beat a dead horse, but we have to be very careful with this type of “evidence”.  Still, the commentary is so overwhelmingly positive that for me it has to factor into the narrative/outlook for $TENX’s phase 3 readout this year.\n\n---\n\nWhy I’ve flipped bullish $TENX at the current valuation Part 3 :  The magnitude of potential upside on a hit.\n\nThere are 1.4M patients with this condition, in which patients have severe symptoms and poor life expectancy, and there are zero FDA approved medications to treat it…(again, lazy work here).\n\nThat TAM here is just incredibly huge, especially for a disease with no existing drugs (usually pharma has at least partially cracked open gold mines like this by now!).\n\nJust lazily picking a price per year number like, say, $30,000, gets you to >$4B annual sales for every 10% of the market you penetrate…\n\nFor a condition with severe symptoms and no treatment options, a drug (potentially like TENX’s) that makes you feel better would likely launch like a rocket.\n\nThis is why pharma giants like $LLY, $AZN, and $MRK have been going after this condition.\n\n$MRK specifically is a good case study for what $TENX could be worth. In November, $MRK press released that their drug sotatercept (currently approved for PAH) was successful in a P2 study of PH-HFpEF patients.\n\nThat day, $MRK traded up $8-$10B on the news (including a premarket jump in that range to help distinguish the move from general market “noise”).\n\nHowever, there are 2 key factors to understand about MRK’s situation:\nThe “hit” was on a hemodynamic marker, PVR.  It was NOT a hit on 6MWT, the key regulatory endpoint.  This was not mentioned, so you may assume that they saw something on 6MWT.  But the fact remains that PVR is a hemodynamic marker of unclear therapeutic significance in this disease.  Just hitting on PVR does not necessarily mean that this trial was a success.\nMRK is only studying the small ~400K patient CpcPH fragment of the PH-HFpEF population.\n\nSo, $MRK hit in ***Phase 2*** with an ***unclear non-regulatory endpoint*** in a ***small ~30% fragment of the PH-HFpEF population***.\n\nOn that, $MRK gained $8-10B in value…now, even if you cut that in HALF, this is demonstrative of the incredible potential market size that PH-HFpEF represents.\n\nSo, what would TENX be worth if it hits in a ***Phase 3*** study with the key ***regulatory endpoint (6MWT)*** in a study of the ***entire 1.4M+ patient TAM***?\n\nThere’s a reason my price target for $TENX in the BioPick contest was 10x (in addition to the fun double entendre).  The potential value of being the first drug in PH-HFpEF is just immense any way you slice it.\n\n---\n\nNow, if it hits, that upside won’t happen all at once.  The size of the 6MWT delta would be very important, especially because $TENX is going to have to hit in a 2nd P3 that will already be running at the time of this year’s readout.  If the 6MWT hit is weak, confidence in the 2nd P3 might be low.  If the hit is strong, they could get a lot of credit for both P3s up front.\n\nKOLs say the 6MWT delta bar is 15m, but the study is powered for 25m.\n\nIn P2 their delta was 29m…of course, that included some luck on the placebo response…of course, it was also measured with only a fraction of the drug in the patient’s system, which is a problem that should be solved for the phase 3.\n\nThere’s a lot more that I could discuss about $TENX (a lot more that I *would* discuss if I were doing a full on official pitch for it).  The interim stats look, the IV OLE, the IV OLE to oral transition, more detail on physiology, PK/PD, etc etc.\n\n---\n\nThe most succinct $TENX summary I can make is this:\n\n➡️PH-HFpEF is a huge market (1.4M patients) with no approved drugs, creating incredibly large upside on being the first to a successful P3\n➡️Competitors like $MRK, $AZN, and $TECX are currently behind TENX in P2 studies that are focussed on an unclear hemodynamic marker (PVR), not on the primary regulatory endpoint, and often studying smaller portions of the TAM (whereas $TENX is studying the whole pie)\n➡️$TENX is in P3 already (readout in Q3), and actually hit stat sig on the regulatory endpoint already in P2\n➡️Now, that “hit” on 6MWT in P2 was partially luck, but the signal could improve in P3 because $TENX was using an old IV formulation of the drug in P2, and efficacy was measured at a time where drug exposure was very low. This has been corrected in P3 with an oral formulation.\n➡️KOLs who have been on both studies are sharing borderline outlandish observations/anecdotes from patients on these trials…to be taken with grains of salt, but they are very positive\n\nIMO this will be one of, if not the largest upside/downside skew catalyst of the year.  This is, of course, why I picked it for the Biopick contest.  If it hits, the upside will be hard to beat.  BUT, that type of upside doesn’t come without huge risk of downside and low odds of success.  If you want to win Biopick, you typically need to select all or nothing type plays!\n\nIMO you’d have to be very aggressive to think this trial has a >50% chance of hitting.  Although I’m bullish, I think the PoS is lower than that.  Still, given the huge upside, I think the market is currently pricing in an even lower PoS than I would estimate.\n\nI’d say that the odds favor that this one won’t work out.  However, given the upside/downside skew, if you had 100 opportunities exactly like this one to play, I think you’d come out on top.  Obviously that calculus shifts as the price changes up/down as well.  One certainly shouldn’t get involved in this stock at all if you don’t appreciate the dynamic of why you would be long something that is more likely than not to fail.\n\nSo again, I don’t think the PoS here is high enough for me to make a true full pitch out of this despite me being net bullish at current prices.  Overall this stock has gotten very little attention, especially given the fact that it has a catalyst coming up so soon that has such *massive* upside/downside potential (usually these are much buzzier situations).\n\nI’d appreciate feedback from the community.  I’m often pleasantly surprised at the info I am able to get out of people I would’ve never otherwise talked to just by writing out & sharing my thoughts like this.\n\n---\n\nWise words from a wise account.  If the multiple notes to this effect throughout my own thread don’t get this point across - THIS ONE IS DANGEROUS and like even I as a bull am noting in here, it’s more likely than not to fail.  MUST understand the risk/reward dynamic.  Like I said, I think if you get 100 opportunities to play this you come out on top.  BUT YOU DONT GET 100 OPPORTUNITIES IF YOU BLOW YOUR ACCOUNT ON ONE CONCENTRATED PLAY.  This is one to hold only as a small position through data, if at all, as far as I’m concerned.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.17624522092775852, "ret_signed_m1d": -0.17624522092775852, "alpha_spy_m1d": -0.18118466356017726, "alpha_c_m1d": -0.16915040523194802, "bench_spy_m1d": 0.004939442632418745, "bench_c_m1d": -0.007094815695810497, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12972089654361707, "ret_signed_p1d": -0.12972089654361707, "alpha_spy_p1d": -0.1324441049290973, "alpha_c_p1d": -0.12401973135706312, "bench_spy_p1d": 0.002723208385480236, "bench_c_p1d": -0.005701165186553947, "ret_p1w": -0.19102357073611542, "ret_signed_p1w": -0.19102357073611542, "alpha_spy_p1w": -0.18902464921160578, "alpha_c_p1w": -0.1937474931222345, "bench_spy_p1w": -0.0019989215245096448, "bench_c_p1w": 0.002723922386119071, "ret_p1m": -0.3076081389393305, "ret_signed_p1m": -0.3076081389393305, "alpha_spy_p1m": -0.29513634404201095, "alpha_c_p1m": -0.30640452726962575, "bench_spy_p1m": -0.012471794897319533, "bench_c_p1m": -0.0012036116697047294, "ret_p3m": -0.26217847813418504, "ret_signed_p3m": -0.26217847813418504, "alpha_spy_p3m": -0.28132244021351493, "alpha_c_p3m": -0.19473080165987722, "bench_spy_p3m": 0.01914396207932989, "bench_c_p3m": -0.06744767647430783, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3076081389393305, "alpha_spy_stated": -0.29513634404201095, "alpha_c_stated": -0.30640452726962575, "price_path": [-0.5889, -0.618, -0.6267, -0.6341, -0.6333, -0.6048, -0.595, -0.5988, -0.5955, -0.5895, -0.6048, -0.6043, -0.5911, -0.5982, -0.6076, -0.616, -0.6119, -0.6212, -0.6152, -0.6174, -0.6147, -0.6174, -0.6338, -0.6114, -0.5977, -0.5794, -0.5993, -0.5783, -0.5539, -0.5074, -0.4855, -0.4817, -0.4839, -0.5036, -0.5068, -0.497, -0.4882, -0.4718, -0.4362, -0.4609, -0.4625, -0.4609, -0.4324, -0.4193, -0.3892, -0.3547, -0.2983, -0.283, -0.318, -0.3454, -0.3131, -0.3065, -0.3333, -0.3432, -0.3328, -0.3952, -0.3257, -0.2737, -0.2967, -0.2819, -0.272, -0.1954, -0.1762, 0.0, -0.1297, -0.1215, -0.1013, -0.1489, -0.191, -0.1954, -0.2211, -0.1927, -0.2332, -0.2682, -0.3153, -0.2912, -0.2912, -0.2813, -0.3235, -0.3032, -0.2885, -0.2999, -0.2885, -0.2928, -0.3076, -0.3169, -0.3158, -0.3196, -0.329, -0.3377, -0.3623, -0.3224, -0.3569, -0.3432, -0.364, -0.3749, -0.3459, -0.3519, -0.4149, -0.3968, -0.2058, -0.1998, -0.2233, -0.2425, -0.2348, -0.1697, -0.1481, -0.1839, -0.2173, -0.2189, -0.2759, -0.2337, -0.1806, -0.1845, -0.2332, -0.1248, -0.1242, -0.1782, -0.1856, -0.2014, -0.1762, -0.1812, -0.2105, -0.2063, -0.191, -0.2332, -0.2622, -0.2091, -0.2282, -0.2512, -0.2381, -0.2354, -0.2173, -0.173, -0.2009, -0.3005, -0.2824, -0.3005, -0.2709, -0.3164, -0.3421, -0.3623, -0.3618, -0.3459, -0.3339, -0.3481, -0.3487, -0.3443, -0.364, -0.3719, -0.3432, -0.3235, -0.3361, -0.3443, -0.3498, -0.3602, -0.3503, -0.3448, -0.4007, -0.4105, -0.393, -0.4127, -0.4231, -0.4127, -0.4226, -0.4127, -0.3716, -0.3678, -0.3799, -0.3503, -0.3503, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2049542405821436413", "ticker_idx": 0, "ts": "2026-04-29T17:32:42+00:00", "symbol": "XNCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$XNCR not even a billion. Not part of the YTE cabal, so there you go. Efficient markets!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sarcastic 'efficient markets' comment implies XNCR is undervalued at sub-$1B market cap given its pipeline.", "resolved_tickers": ["XNCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@viewfromahill9 Yep those 1:2:2:2:2:2 trials are going to be an absolute bitch.  \n\n$XNCR not even a billion.  Not part of the YTE cabal, so there you go.  Efficient markets!", "reply_text": null, "parent_text": "@A_May_MD Will be a tricky clinical path as you will have to do a factoral study to justify how much of each antibody to use. Also Xencor has a extended TLA1/IL23 bispecific going into p1.", "quoted_text": null, "parent_author": "viewfromahill9", "ret_m1d": 0.045610992959634666, "ret_signed_m1d": 0.045610992959634666, "alpha_spy_m1d": 0.04545645975782797, "alpha_c_m1d": 0.038610152679336096, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00700084028029857, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026678177510307544, "ret_signed_p1d": 0.026678177510307544, "alpha_spy_p1d": 0.016728543982742705, "alpha_c_p1d": 0.004625466532760081, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.022052710977547463, "ret_p1w": 0.11962137323686184, "ret_signed_p1w": 0.11962137323686184, "alpha_spy_p1w": 0.08835295147318645, "alpha_c_p1w": 0.10169923921119284, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.017922134025669, "ret_p1m": 0.022375235063896604, "ret_signed_p1m": 0.022375235063896604, "alpha_spy_p1m": -0.04072375845800624, "alpha_c_p1m": -0.024040370178273207, "bench_spy_p1m": 0.06309899352190285, "bench_c_p1m": 0.04641560524216981, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.022375235063896604, "alpha_spy_stated": -0.04072375845800624, "alpha_c_stated": -0.024040370178273207, "price_path": [0.0628, 0.0654, 0.0404, 0.0422, 0.0318, -0.0077, -0.0688, -0.0009, 0.0267, 0.0645, 0.0516, 0.0, -0.0026, -0.0069, -0.0241, 0.0103, -0.0181, -0.0043, 0.0164, 0.031, 0.1661, 0.099, 0.0585, 0.0344, 0.0964, -0.0396, -0.0258, 0.0215, 0.031, 0.0361, -0.0009, 0.0327, 0.0353, 0.0103, -0.0026, 0.043, 0.0439, 0.037, 0.0232, 0.0671, 0.0594, -0.0172, -0.0232, 0.0379, 0.0783, 0.1024, 0.0706, 0.0594, 0.0542, 0.0783, 0.0688, 0.0387, 0.0766, 0.0766, 0.0714, 0.1239, 0.1015, 0.0852, 0.1059, 0.0714, 0.117, 0.1274, 0.0456, 0.0, 0.0267, 0.0921, 0.1497, 0.1059, 0.1196, 0.0594, 0.1067, 0.1007, 0.0706, 0.0654, 0.0224, -0.0344, -0.0482, -0.1041, -0.0258, -0.0301, -0.0267, 0.0009, 0.0086, 0.0301, 0.0224, 0.0155, -0.0353, -0.0172, 0.0336, 0.0129, -0.0181, 0.0232, 0.0181, 0.0404, 0.0611, 0.0508, 0.0499, 0.0998, 0.0998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021255721384542317", "ticker_idx": 0, "ts": "2026-02-10T16:11:31+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They'll run an offering and the stock will continue to go up after that (all IMO) You're right - this efficacy and safety profile in a quarterly dosed AtD drug…at this price is absurd", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish LLY: financing overhang will be resolved via offering, stock continues higher; efficacy/safety profile makes current price absurdly cheap.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Teslanomous Financing overhang.  They’ll run an offering and the stock will continue to go up after that (all IMO)\n\nYou’re right - this efficacy and safety profile in a quarterly dosed AtD drug…at this price is absurd", "reply_text": null, "parent_text": "@A_May_MD is the LLY lawsuit keeping the price low? otherwise for qtrly maintenance (assuming replication in P3) this is absurdly cheap", "quoted_text": null, "parent_author": "Teslanomous", "ret_m1d": 0.0191902194964666, "ret_signed_m1d": 0.0191902194964666, "alpha_spy_m1d": 0.016546100610852932, "alpha_c_m1d": 0.016546100610852932, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0026441188856136666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009551224436058825, "ret_signed_p1d": -0.009551224436058825, "alpha_spy_p1d": -0.009320102292394328, "alpha_c_p1d": -0.009320102292394328, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": -0.0026699238391170166, "ret_signed_p1w": -0.0026699238391170166, "alpha_spy_p1w": 0.0057534898003697155, "alpha_c_p1w": 0.0057534898003697155, "bench_spy_p1w": -0.008423413639486732, "bench_c_p1w": -0.008423413639486732, "ret_p1m": -0.044994125821012365, "ret_signed_p1m": -0.044994125821012365, "alpha_spy_p1m": -0.007341695580980412, "alpha_c_p1m": -0.007341695580980412, "bench_spy_p1m": -0.03765243024003195, "bench_c_p1m": -0.03765243024003195, "ret_p3m": -0.03266136724884261, "ret_signed_p3m": -0.03266136724884261, "alpha_spy_p3m": -0.10212327908199492, "alpha_c_p3m": -0.10212327908199492, "bench_spy_p3m": 0.06946191183315231, "bench_c_p3m": 0.06946191183315231, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.044994125821012365, "alpha_spy_stated": -0.007341695580980412, "alpha_c_stated": -0.007341695580980412, "price_path": [-0.0995, -0.0583, -0.0369, -0.0085, -0.0035, 0.0003, -0.0032, 0.0049, 0.024, 0.0178, 0.0339, 0.0441, 0.0829, 0.0774, 0.0492, 0.0321, 0.0206, 0.0084, -0.0103, -0.0143, -0.0267, -0.0417, -0.0306, -0.0152, 0.0024, 0.0363, 0.0286, 0.0164, 0.0311, 0.0453, 0.0502, 0.0455, 0.0507, 0.0515, 0.0524, 0.0534, 0.0485, 0.054, 0.0161, 0.0381, 0.0811, 0.0587, 0.0376, 0.0546, 0.0509, 0.0471, 0.0078, 0.0131, 0.0159, 0.0522, 0.0609, 0.0383, 0.0368, 0.0142, -0.0012, -0.0008, 0.0119, 0.0187, -0.021, 0.0801, -0.0041, 0.0324, 0.0192, 0.0, -0.0096, 0.0129, 0.0163, 0.0125, -0.0027, -0.0001, -0.0135, 0.0345, 0.0184, 0.0054, -0.0012, 0.028, -0.0052, -0.0152, -0.0193, -0.0391, -0.0322, -0.0146, -0.0214, -0.0229, -0.045, -0.0373, -0.0334, -0.0908, -0.1028, -0.1034, -0.1139, -0.1102, -0.1175, -0.1045, -0.1234, -0.1418, -0.1336, -0.1012, -0.0672, -0.0857, -0.094, -0.0901, -0.0684, -0.0666, -0.0819, -0.0916, -0.0985, -0.1156, -0.1166, -0.0941, -0.101, -0.1175, -0.0995, -0.1032, -0.1362, -0.1515, -0.1459, -0.1682, -0.0867, -0.0586, -0.0541, -0.0336, -0.0354, -0.0472, -0.0731, -0.055, -0.0327, -0.0074, -0.0162, -0.0163, -0.0327, -0.0001, -0.0026, 0.0197, 0.0426, 0.0423, 0.0601, 0.103, 0.0817, 0.0594, 0.0417, 0.056, 0.1015, 0.1076, 0.1249, 0.1206, 0.1124, 0.1365, 0.1091, 0.1055, 0.0988, 0.0886, 0.0754, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2045486550033559717", "ticker_idx": 0, "ts": "2026-04-18T12:56:11+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just made up BS, just like their narrative about ISRs being the biggest problem for Dupixent. Imaginary.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish APGE: thesis that Lebrikizumab was underdosed is fabricated, as is the ISR narrative around Dupixent — the bull case is invented.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@LSinnv @oakazaki This is also known as the “the entire pharma industry is unaware of PK/PD” bull theory\n\n---\n\nIt’s also part of thesis creep for $APGE too, where they claim Lebrikizumab may have been underdosed and that they’re going to fix that.  \n\nDespite the fact that the less frequent dosing interval of Lebri showed better efficacy over the more frequent interval (which was a 2x higher exposure) in maintenance.\n\nJust made up BS, just like their narrative about ISRs being the biggest problem for Dupixent.  Imaginary.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014078297460129896, "ret_signed_m1d": -0.014078297460129896, "alpha_spy_m1d": -0.012074555391734743, "alpha_c_m1d": -0.004717254861072329, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.009361042599057567, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0006598939705461104, "ret_signed_p1d": 0.0006598939705461104, "alpha_spy_p1d": -0.005886998877993377, "alpha_c_p1d": -0.009515116330844453, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.010175010301390564, "ret_p1w": -0.048944094125181525, "ret_signed_p1w": 0.048944094125181525, "alpha_spy_p1w": 0.05804507384945645, "alpha_c_p1w": 0.0220821248926224, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.026861969232559124, "ret_p1m": -0.1391333235882054, "ret_signed_p1m": 0.1391333235882054, "alpha_spy_p1m": 0.1744223927594849, "alpha_c_p1m": 0.138455051671447, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.0006782719167583995, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1391333235882054, "alpha_spy_stated": 0.1744223927594849, "alpha_c_stated": 0.138455051671447, "price_path": [-0.1116, -0.0977, -0.0991, -0.1216, -0.2299, -0.2299, -0.2039, -0.2225, -0.2303, -0.2795, -0.2782, -0.2423, -0.2864, -0.3167, -0.3154, -0.3167, -0.2796, -0.2762, -0.2377, -0.2545, -0.2341, -0.2271, -0.2419, -0.2478, -0.2311, -0.2161, -0.2203, -0.2401, -0.2301, -0.22, -0.2466, -0.2047, -0.22, -0.1965, -0.1758, -0.171, -0.1786, -0.1915, -0.2092, -0.2181, -0.2317, -0.2656, -0.2466, -0.2736, -0.1285, -0.1971, -0.1363, -0.1375, -0.1441, -0.1342, -0.0742, -0.0735, -0.0724, -0.076, -0.084, -0.0858, -0.0484, -0.0511, -0.046, -0.0269, -0.0176, -0.0041, 0.0141, 0.0, -0.0007, -0.0026, -0.0289, -0.0584, -0.0489, -0.061, -0.0978, -0.0883, -0.1119, -0.0811, -0.0839, -0.0702, -0.1002, -0.0868, -0.0695, -0.0879, -0.0768, -0.0771, -0.1076, -0.1339, -0.1391, -0.1048, -0.0934, -0.1073, -0.0892, -0.1449, -0.1441, -0.0966, -0.1278, -0.1343, -0.074, -0.0002, -0.044, -0.087, -0.0651, -0.0902, -0.0156, -0.0285, -0.052, -0.0625, -0.0274, -0.0059, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2010784399827354053", "ticker_idx": 0, "ts": "2026-01-12T18:42:14+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm 100% on board with $ABVX hiring a CCO/commercial team. AFAIC this is all part of negotiating leverage to be able to say \"we are going to launch this drug on our own if we don't get a fair price today\"", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX on commercial team build as M&A negotiating leverage; cites VRNA as a successful comparable.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Agent0088156721 I'm 100% on board with $ABVX hiring a CCO/commercial team.  AFAIC this is all part of negotiating leverage to be able to say \"we are going to launch this drug on our own if we don't get a fair price today\" - and to mean it too.\n\nWorked out *beautifully* for $VRNA.", "reply_text": null, "parent_text": "@A_May_MD Yes. For me, one of the most significant \"updates\" per the $ABVX 2026 outlook was a complete lack (purposefully imo) of any strategic imperative for hiring a world class team to thoughtfully build out a commercial rev/mrking org .THAT needs to happen in 2026, silence. FOR SALE", "quoted_text": null, "parent_author": "Agent0088156721", "ret_m1d": -0.03050846164509402, "ret_signed_m1d": -0.03050846164509402, "alpha_spy_m1d": -0.028940491037216742, "alpha_c_m1d": -0.030063652838405397, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.00044480880668862355, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01389829991227498, "ret_signed_p1d": 0.01389829991227498, "alpha_spy_p1d": 0.015897806677656834, "alpha_c_p1d": 0.017964859042104764, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.004066559129829783, "ret_p1w": 0.007118613032971455, "ret_signed_p1w": 0.007118613032971455, "alpha_spy_p1w": 0.03240774402383462, "alpha_c_p1w": 0.019699722005872, "bench_spy_p1w": -0.025289130990863162, "bench_c_p1w": -0.012581108972900545, "ret_p1m": 0.04042370036496945, "ret_signed_p1m": 0.04042370036496945, "alpha_spy_p1m": 0.04502689982294095, "alpha_c_p1m": 0.04760382378797423, "bench_spy_p1m": -0.004603199457971496, "bench_c_p1m": -0.007180123423004781, "ret_p3m": 0.06610172077760867, "ret_signed_p3m": 0.06610172077760867, "alpha_spy_p3m": 0.06438034255227532, "alpha_c_p3m": 0.11654122867829508, "bench_spy_p3m": 0.0017213782253333587, "bench_c_p3m": -0.05043950790068641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04042370036496945, "alpha_spy_stated": 0.04502689982294095, "alpha_c_stated": 0.04760382378797423, "price_path": [-0.2053, -0.1896, -0.171, -0.1897, -0.2126, -0.2142, -0.2247, -0.2231, -0.2313, -0.2333, -0.2308, -0.1963, -0.2013, -0.1615, -0.1162, -0.132, -0.1623, -0.1641, -0.1558, -0.1195, -0.1079, -0.1007, -0.0758, -0.1235, -0.1449, -0.0645, -0.0371, -0.0353, -0.0428, 0.0415, 0.0095, 0.0653, 0.0867, 0.0651, 0.0579, 0.0163, -0.0269, -0.0599, -0.0624, -0.0296, -0.025, 0.0427, 0.0808, 0.1279, 0.0639, -0.0008, -0.0595, -0.0608, -0.0372, -0.0259, 0.1756, 0.1725, 0.2314, 0.206, 0.1898, 0.1724, 0.1428, 0.1336, 0.0443, 0.0093, 0.0719, -0.0213, -0.0305, 0.0, 0.0139, 0.0594, -0.0102, -0.0076, 0.0071, 0.017, 0.0477, 0.0349, 0.0244, 0.0075, -0.0341, -0.0378, -0.0581, -0.0554, -0.0397, -0.0375, -0.0618, -0.0028, 0.0151, 0.01, 0.0404, 0.0554, 0.0592, 0.0647, 0.0761, 0.1037, 0.1047, 0.1264, 0.0872, 0.0452, 0.0125, 0.0278, -0.0414, -0.0585, -0.0104, -0.0449, -0.0735, -0.0711, -0.0231, -0.0482, -0.0086, -0.0212, 0.0403, 0.0731, 0.0508, 0.0426, 0.0198, -0.0219, -0.0664, -0.0619, -0.0722, -0.1316, -0.1398, -0.0564, -0.0257, 0.0031, 0.0125, -0.0129, 0.0081, 0.0652, 0.069, 0.0281, 0.0661, 0.0295, 0.0379, 0.0183, -0.0256, -0.0557, -0.017, -0.0424, -0.0292, -0.0517, -0.0689, -0.0997, -0.0053, -0.0033, -0.0074, 0.049, 0.0724, 0.0564, 0.0402, 0.035, 0.0287, 0.0331, 0.0254, -0.0294, -0.0377, -0.0362, 0.0161, 0.0511, 0.0338, 0.0713, 0.0994, 0.0975, 0.124, 0.0991, -0.3856, -0.236, -0.1108, -0.1396, -0.1396, -0.1295, -0.1692, -0.1452, -0.1818, -0.1673, -0.1737, -0.1513, -0.1597, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2048720305087004713", "ticker_idx": 0, "ts": "2026-04-27T11:05:58+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Should trade down significantly IMO.", "tweet_type": "prediction", "timeline": "days", "summary": "Bearish NTLA: disappointing trial data (87% attack reduction, 62% attack-free rate missed bar), cash raise will be difficult, ATTR studies not yet running — expects significant decline.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "As soon as I saw zero numbers/data in the headline or first page of the press release I knew this was going to be bad for $NTLA.\n\nThey’re going to have a hard time raising the cash they direly need on this, and ATTR studies still aren’t running yet.\n\nShould trade down significantly IMO.", "reply_text": null, "parent_text": null, "quoted_text": "$NTLA 87% attack reduction and only 62% attack free rate.  Attack free rate especially widely missed the bar set ahead of time by @GeneInvesting.\n\nLegitimately worse than I expected. https://t.co/wmNFYfsQSj", "parent_author": null, "ret_m1d": 0.04524541060689158, "ret_signed_m1d": -0.04524541060689158, "alpha_spy_m1d": -0.04696523555095877, "alpha_c_m1d": -0.04022668811826047, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.005018722488631111, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01226992698467555, "ret_signed_p1d": -0.01226992698467555, "alpha_spy_p1d": -0.01713591925179503, "alpha_c_p1d": -0.009621177463972286, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.002648749520703264, "ret_p1w": 0.0636503010839049, "ret_signed_p1w": -0.0636503010839049, "alpha_spy_p1w": -0.05967921673171084, "alpha_c_p1w": -0.0547977362279386, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.008852564855966305, "ret_p1m": 0.030674817461689097, "ret_signed_p1m": -0.030674817461689097, "alpha_spy_p1m": 0.018670126030510437, "alpha_c_p1m": 0.0064783006396946785, "bench_spy_p1m": 0.04934494349219953, "bench_c_p1m": 0.037153118101383775, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.0636503010839049, "alpha_spy_stated": -0.05967921673171084, "alpha_c_stated": -0.0547977362279386, "price_path": [0.0698, 0.1373, 0.0598, 0.066, 0.0084, 0.0015, 0.0008, -0.0521, -0.1495, -0.0583, -0.0422, -0.0867, -0.0798, -0.1089, -0.0897, -0.0629, -0.0429, 0.0, -0.0307, 0.0092, 0.0414, 0.0291, 0.0951, 0.0567, 0.184, 0.0433, 0.0598, 0.0084, 0.0307, 0.0652, 0.033, -0.0023, -0.0146, -0.0215, 0.0261, 0.0337, 0.013, 0.0084, -0.0153, 0.0054, -0.0176, 0.0169, 0.0153, -0.0514, -0.1066, -0.0169, 0.0176, 0.0069, 0.0199, 0.0391, 0.0637, 0.0606, 0.0345, 0.0936, 0.1334, 0.1457, 0.0859, 0.1465, 0.1664, 0.1741, 0.2707, 0.217, 0.0452, 0.0, 0.0123, -0.0456, 0.0337, 0.0169, 0.0637, 0.0207, 0.0621, 0.0514, 0.0805, 0.1058, 0.0729, 0.0951, 0.0038, 0.0483, -0.0268, -0.0844, -0.0598, -0.0514, -0.0337, -0.033, 0.0307, 0.0491, 0.079, 0.0529, 0.0069, -0.0015, 0.1311, 0.0383, 0.0345, -0.0115, -0.0644, -0.0529, -0.0713, 0.1442, 0.1158, 0.1656, 0.2017, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026695118430851196", "ticker_idx": 0, "ts": "2026-02-25T16:25:45+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If the data are simply the same (after being far better so far) then big buyout.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish ABVX: even the 'bearish' Wedbush note implies LLY buyout at ~$17.8B if Phase 3 data merely matches Phase 2b, which has already been better.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JackMan724444 Yes.  If the data are simply the same (after being far better so far) then big buyout.  \n\nThis is from the “bearish” report.\n\nCan’t make this stuff up.", "reply_text": null, "parent_text": "\"Should Phase 3 maintenance data remain consistent with previous Phase 2b findings , we expect LLY will quickly consummate a rumored €15B/$17.8B bid.\"\n\nWas that quote really in the $ABVX Wedbush note yesterday?  They actually wrote that, @A_May_MD", "quoted_text": null, "parent_author": "JackMan724444", "ret_m1d": 0.04021723328823623, "ret_signed_m1d": 0.04021723328823623, "alpha_spy_m1d": 0.0485849303975362, "alpha_c_m1d": 0.03996376764797427, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": 0.00025346564026196283, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03129814767731243, "ret_signed_p1d": -0.03129814767731243, "alpha_spy_p1d": -0.02574370209810528, "alpha_c_p1d": -0.02870039182384332, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.002597755853469108, "ret_p1w": -0.05319066804989259, "ret_signed_p1w": -0.05319066804989259, "alpha_spy_p1w": -0.04162021951331896, "alpha_c_p1w": -0.04824871905929451, "bench_spy_p1w": -0.01157044853657363, "bench_c_p1w": -0.004941948990598077, "ret_p1m": -0.11230031840179255, "ret_signed_p1m": -0.11230031840179255, "alpha_spy_p1m": -0.045506308874802115, "alpha_c_p1m": -0.039495007097739454, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.0728053113040531, "ret_p3m": 0.051893244153612406, "ret_signed_p3m": 0.051893244153612406, "alpha_spy_p3m": -0.033744062217357707, "alpha_c_p3m": 0.10529460063648399, "bench_spy_p3m": 0.08563730637097011, "bench_c_p3m": -0.05340135648287159, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11230031840179255, "alpha_spy_stated": -0.045506308874802115, "alpha_c_stated": -0.039495007097739454, "price_path": [-0.0341, 0.0193, 0.0397, 0.0191, 0.0122, -0.0276, -0.0689, -0.1005, -0.1029, -0.0715, -0.0671, -0.0024, 0.0341, 0.0791, 0.018, -0.0439, -0.1001, -0.1014, -0.0788, -0.068, 0.1248, 0.1218, 0.1782, 0.1539, 0.1384, 0.1217, 0.0934, 0.0847, -0.0008, -0.0343, 0.0255, -0.0636, -0.0724, -0.0432, -0.0299, 0.0136, -0.0529, -0.0505, -0.0364, -0.0269, 0.0024, -0.0098, -0.0199, -0.036, -0.0758, -0.0794, -0.0988, -0.0962, -0.0812, -0.0791, -0.1023, -0.0459, -0.0288, -0.0336, -0.0045, 0.0098, 0.0135, 0.0186, 0.0296, 0.056, 0.0569, 0.0777, 0.0402, 0.0, -0.0313, -0.0166, -0.0829, -0.0992, -0.0532, -0.0862, -0.1135, -0.1112, -0.0653, -0.0894, -0.0515, -0.0635, -0.0047, 0.0267, 0.0054, -0.0025, -0.0242, -0.0641, -0.1067, -0.1024, -0.1123, -0.1691, -0.177, -0.0971, -0.0678, -0.0402, -0.0313, -0.0555, -0.0354, 0.0191, 0.0228, -0.0164, 0.02, -0.015, -0.007, -0.0257, -0.0677, -0.0965, -0.0595, -0.0838, -0.0711, -0.0927, -0.1091, -0.1386, -0.0482, -0.0464, -0.0503, 0.0036, 0.026, 0.0107, -0.0048, -0.0097, -0.0157, -0.0115, -0.0189, -0.0714, -0.0793, -0.0778, -0.0278, 0.0057, -0.0109, 0.025, 0.0519, 0.05, 0.0754, 0.0516, -0.4121, -0.269, -0.1492, -0.1768, -0.1768, -0.1671, -0.2051, -0.1821, -0.2171, -0.2033, -0.2094, -0.188, -0.1961, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065901806580855257", "ticker_idx": 0, "ts": "2026-06-13T20:59:07+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Truly unprecedented and likely previously unimaginable ER efficacy for obefazimod. $ABVX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: obefazimod's endoscopic remission efficacy more than doubled Rinvoq's, calling results unprecedented and previously unimaginable.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@mickeychiku @Biohazard3737 And high dose obefazimod more than doubled high dose Rinvoq on ER delta…with Rinvoq previously having been head and shoulders above all other drugs on this endpoint in UC.\n\nTruly unprecedented and likely previously unimaginable ER efficacy for obefazimod.  $ABVX", "reply_text": null, "parent_text": "@A_May_MD @Biohazard3737 The IBD game has completely changed from symptom management (CR) to complete disease healing (ER). Now everyone will be forced to release ER. I don’t see CD failing with this kind of ER. I won’t be shocked if FDA also updates UC trial design &amp; endpoint guidelines in future with", "quoted_text": null, "parent_author": "mickeychiku", "ret_m1d": -0.017402799178671602, "ret_signed_m1d": -0.017402799178671602, "alpha_spy_m1d": -7.439779325557616e-05, "alpha_c_m1d": -0.02342018535577961, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007734603294398235, "ret_signed_p1d": -0.007734603294398235, "alpha_spy_p1d": -0.0017730404501641317, "alpha_c_p1d": -0.00806165576321527, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2492, 0.2886, 0.2619, 0.252, 0.2247, 0.1746, 0.1212, 0.1266, 0.1142, 0.0428, 0.033, 0.1332, 0.1701, 0.2047, 0.2159, 0.1854, 0.2107, 0.2792, 0.2837, 0.2346, 0.2803, 0.2363, 0.2464, 0.2229, 0.1702, 0.134, 0.1804, 0.15, 0.1659, 0.1388, 0.1182, 0.0812, 0.1946, 0.1969, 0.192, 0.2597, 0.2878, 0.2686, 0.2491, 0.2429, 0.2354, 0.2407, 0.2314, 0.1656, 0.1556, 0.1574, 0.2202, 0.2623, 0.2415, 0.2865, 0.3203, 0.3179, 0.3498, 0.3199, -0.2622, -0.0825, 0.0679, 0.0333, 0.0333, 0.0454, -0.0023, 0.0266, -0.0174, 0.0, -0.0077, 0.0192, 0.0091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2062553897600778712", "ticker_idx": 0, "ts": "2026-06-04T15:15:44+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Abivax ⬆️", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Abivax, bearish Spyre once market recognizes obefazimod as a superior competitor.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AndyBradley93 @Abivax_ Once people realize what they’re going to have to compete against with obefazimod Abivax ⬆️ Spyre ⬇️", "reply_text": null, "parent_text": "@A_May_MD Adam, if not for a mistake from the management @Abivax_ $ABVX the shares would be $200 now. This will get corrected - and yes, $SYRE is greatly inflated and will be slaughtered soon enough. Enjoy the day✌🏻", "quoted_text": null, "parent_author": "AndyBradley93", "ret_m1d": -0.14085579659116643, "ret_signed_m1d": -0.14085579659116643, "alpha_spy_m1d": -0.1370913355443868, "alpha_c_m1d": -0.1110688507419072, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": -0.029786945849259228, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03240256853131063, "ret_signed_p1d": -0.03240256853131063, "alpha_spy_p1d": -0.006593197282384944, "alpha_c_p1d": -0.03851772282236843, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": 0.0061151542910578005, "ret_p1w": -0.038692438261562545, "ret_signed_p1w": -0.038692438261562545, "alpha_spy_p1w": -0.013160461114892219, "alpha_c_p1w": -0.051909130020080685, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": 0.01321669175851814, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.074, 0.0419, 0.0446, 0.0986, 0.0703, 0.1148, 0.1007, 0.1698, 0.2067, 0.1816, 0.1724, 0.1469, 0.1, 0.0499, 0.055, 0.0434, -0.0234, -0.0327, 0.0612, 0.0957, 0.1281, 0.1386, 0.1101, 0.1337, 0.1978, 0.2021, 0.1561, 0.1989, 0.1577, 0.1672, 0.1451, 0.0958, 0.0619, 0.1054, 0.0769, 0.0918, 0.0664, 0.0471, 0.0125, 0.1187, 0.1208, 0.1163, 0.1796, 0.2059, 0.1879, 0.1697, 0.1639, 0.1569, 0.1618, 0.1531, 0.0915, 0.0822, 0.0839, 0.1427, 0.182, 0.1626, 0.2047, 0.2363, 0.2342, 0.264, 0.236, -0.3091, -0.1409, 0.0, -0.0324, -0.0324, -0.0211, -0.0658, -0.0387, -0.0799, -0.0636, -0.0708, -0.0456, -0.0551, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2062553897600778712", "ticker_idx": 1, "ts": "2026-06-04T15:15:44+00:00", "symbol": "SYRE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Spyre ⬇️", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Abivax, bearish Spyre once market recognizes obefazimod as a superior competitor.", "resolved_tickers": ["SYRE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AndyBradley93 @Abivax_ Once people realize what they’re going to have to compete against with obefazimod Abivax ⬆️ Spyre ⬇️", "reply_text": null, "parent_text": "@A_May_MD Adam, if not for a mistake from the management @Abivax_ $ABVX the shares would be $200 now. This will get corrected - and yes, $SYRE is greatly inflated and will be slaughtered soon enough. Enjoy the day✌🏻", "quoted_text": null, "parent_author": "AndyBradley93", "ret_m1d": -0.06320089833978049, "ret_signed_m1d": 0.06320089833978049, "alpha_spy_m1d": 0.059436437293000854, "alpha_c_m1d": 0.03341395249052126, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": -0.029786945849259228, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061544363206604835, "ret_signed_p1d": 0.061544363206604835, "alpha_spy_p1d": 0.03573499195767915, "alpha_c_p1d": 0.06765951749766264, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": 0.0061151542910578005, "ret_p1w": 0.02917932196967077, "ret_signed_p1w": -0.02917932196967077, "alpha_spy_p1w": -0.054711299116341094, "alpha_c_p1w": -0.01596263021115263, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": 0.01321669175851814, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4828, -0.4884, -0.4767, -0.4703, -0.4712, -0.4851, -0.4917, -0.4385, -0.44, -0.4513, -0.4609, -0.4744, -0.4551, -0.462, -0.4179, -0.3945, -0.3972, -0.4213, -0.3573, -0.3769, -0.3937, -0.3759, -0.3476, -0.3377, -0.3403, -0.3465, -0.1938, -0.1844, -0.1209, -0.1119, -0.0697, -0.0649, -0.0919, -0.0698, -0.1177, -0.1123, -0.0838, -0.1255, -0.084, -0.0514, -0.1154, -0.1191, -0.0952, -0.0698, -0.0686, -0.0438, -0.0261, -0.0438, -0.0277, -0.0361, -0.0454, -0.107, -0.1511, -0.0836, -0.053, -0.0564, -0.0615, -0.0761, -0.0812, -0.0635, -0.1012, -0.1188, -0.0632, 0.0, -0.0615, -0.0826, -0.026, -0.0433, 0.0292, 0.0294, 0.065, 0.0628, 0.1148, 0.1148, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2037193237929025808", "ticker_idx": 0, "ts": "2026-03-26T15:41:31+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "in the real world, I'm betting the T1/2 issue you note will favor $NVO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NVO: expects real-world tolerability to favor oral semaglutide over orforglipron due to T1/2 advantage.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@EganPeltan The opinion among investors is the orfo has the better tolerability.  Debatable from the trial data, but in the real world, I’m betting the T1/2 issue you note will favor $NVO", "reply_text": null, "parent_text": "@A_May_MD I wonder what the real world tolerability data will look like. The shorter t1/2 and larger peak-troughs deltas daily for orforglipron would imply more N&amp;V\n\nI could see people preferring oral sema. Skipping breakfast is a partial diet plan", "quoted_text": null, "parent_author": "EganPeltan", "ret_m1d": -0.0019230873695063044, "ret_signed_m1d": -0.0019230873695063044, "alpha_spy_m1d": -0.020106550918534416, "alpha_c_m1d": -0.020106550918534416, "bench_spy_m1d": 0.01818346354902811, "bench_c_m1d": 0.01818346354902811, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009890194655422846, "ret_signed_p1d": -0.009890194655422846, "alpha_spy_p1d": 0.0071616995020024055, "alpha_c_p1d": 0.0071616995020024055, "bench_spy_p1d": -0.01705189415742525, "bench_c_p1d": -0.01705189415742525, "ret_p1w": 0.05319317679344926, "ret_signed_p1w": 0.05319317679344926, "alpha_spy_p1w": 0.03654433723782802, "alpha_c_p1w": 0.03654433723782802, "bench_spy_p1w": 0.016648839555621242, "bench_c_p1w": 0.016648839555621242, "ret_p1m": 0.17337912992274407, "ret_signed_p1m": 0.17337912992274407, "alpha_spy_p1m": 0.06474315624185856, "alpha_c_p1m": 0.06474315624185856, "bench_spy_p1m": 0.10863597368088551, "bench_c_p1m": 0.10863597368088551, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17337912992274407, "alpha_spy_stated": 0.06474315624185856, "alpha_c_stated": 0.06474315624185856, "price_path": [0.4179, 0.444, 0.4396, 0.414, 0.4071, 0.3978, 0.4393, 0.514, 0.5456, 0.5541, 0.5753, 0.6157, 0.6445, 0.6385, 0.6184, 0.5692, 0.7124, 0.667, 0.6297, 0.7096, 0.7104, 0.7577, 0.7277, 0.6574, 0.6299, 0.6327, 0.619, 0.3819, 0.2964, 0.1907, 0.3088, 0.3563, 0.3495, 0.339, 0.3442, 0.3618, 0.3563, 0.3525, 0.331, 0.3027, 0.0887, 0.0602, 0.0484, 0.0335, 0.0288, 0.0374, 0.0071, 0.0577, 0.0734, 0.0599, 0.0929, 0.0637, 0.0668, 0.0445, 0.0429, 0.0599, 0.0558, 0.0288, 0.0187, 0.0036, 0.0115, 0.0135, -0.0019, 0.0, -0.0099, 0.0051, 0.0466, 0.039, 0.0532, 0.0444, 0.0512, 0.0711, 0.0663, 0.0686, 0.0817, 0.1198, 0.1623, 0.1657, 0.154, 0.1523, 0.1227, 0.115, 0.0971, 0.1725, 0.1734, 0.1725, 0.1475, 0.2024, 0.2497, 0.2642, 0.2779, 0.3032, 0.3044, 0.3121, 0.3215, 0.3386, 0.3408, 0.3044, 0.2742, 0.2611, 0.2611, 0.2836, 0.2642, 0.2805, 0.2585, 0.2688, 0.2961, 0.2981, 0.2551, 0.2224, 0.1962, 0.246, 0.2235, 0.1683, 0.2016, 0.2192, 0.252, 0.2497, 0.2508, 0.2403, 0.2395, 0.2301, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2031909793598746691", "ticker_idx": 0, "ts": "2026-03-12T01:47:00+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO share of that market will exceed currently bearish expectations. Both + for Novo. Orfo could very easily take the majority of the market and Novo still exceed the current projections, which have become overly bearish.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NVO: oral weight-loss market will beat expectations and NVO's share will exceed bearish projections even with orforglipron competition.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "IMO:\n\n1) The oral WL market will exceed currently bullish expectations\n2) $NVO share of that market will exceed currently bearish expectations. \n\nBoth + for Novo.\n\nOrfo could very easily take the majority of the market and Novo still exceed the current projections, which have become overly bearish.  \n\n*Especially* given that…clinically, the drug probably has a better profile…\n\n---\n\n@plainyogurt21 @CloisterRes DEFINITELY not saying orfo launch wont impact them.  That’s going to be a supersonic launch too.  But the level of doom people are throwing at $NVO has started to get to the point that it’s downright contrived.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02130460419722291, "ret_signed_m1d": 0.02130460419722291, "alpha_spy_m1d": 0.005885499339018718, "alpha_c_m1d": 0.005885499339018718, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.015419104858204191, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001578199728961116, "ret_signed_p1d": -0.001578199728961116, "alpha_spy_p1d": 0.004081936023647814, "alpha_c_p1d": 0.004081936023647814, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.00566013575260893, "ret_p1w": -0.024723846251539006, "ret_signed_p1w": -0.024723846251539006, "alpha_spy_p1w": -0.015325354859522022, "alpha_c_p1w": -0.015325354859522022, "bench_spy_p1w": -0.009398491392016983, "bench_c_p1w": -0.009398491392016983, "ret_p1m": 0.03558412372470121, "ret_signed_p1m": 0.03558412372470121, "alpha_spy_p1m": 0.002683554035413982, "alpha_c_p1m": 0.002683554035413982, "bench_spy_p1m": 0.03290056968928723, "bench_c_p1m": 0.03290056968928723, "ret_p3m": 0.1986381695504289, "ret_signed_p3m": 0.1986381695504289, "alpha_spy_p3m": 0.08796515498760837, "alpha_c_p3m": 0.08796515498760837, "bench_spy_p3m": 0.11067301456282053, "bench_c_p3m": 0.11067301456282053, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03558412372470121, "alpha_spy_stated": 0.002683554035413982, "alpha_c_stated": 0.002683554035413982, "price_path": [0.2194, 0.2901, 0.3227, 0.3198, 0.3248, 0.2877, 0.2564, 0.2522, 0.2649, 0.2651, 0.3574, 0.3824, 0.3782, 0.3538, 0.3472, 0.3382, 0.378, 0.4495, 0.4797, 0.4879, 0.5082, 0.5468, 0.5744, 0.5686, 0.5494, 0.5024, 0.6394, 0.596, 0.5602, 0.6368, 0.6376, 0.6828, 0.6541, 0.5868, 0.5605, 0.5631, 0.55, 0.323, 0.2412, 0.1399, 0.253, 0.2985, 0.292, 0.282, 0.287, 0.3038, 0.2985, 0.2948, 0.2743, 0.2472, 0.0423, 0.015, 0.0037, -0.0105, -0.015, -0.0068, -0.0358, 0.0126, 0.0276, 0.0147, 0.0463, 0.0184, 0.0213, 0.0, -0.0016, 0.0147, 0.0108, -0.015, -0.0247, -0.0392, -0.0316, -0.0297, -0.0445, -0.0426, -0.0521, -0.0378, 0.002, -0.0053, 0.0083, -0.0001, 0.0064, 0.0255, 0.0209, 0.023, 0.0356, 0.0721, 0.1127, 0.116, 0.1048, 0.1032, 0.0748, 0.0675, 0.0503, 0.1226, 0.1234, 0.1226, 0.0986, 0.1512, 0.1965, 0.2104, 0.2235, 0.2477, 0.2488, 0.2562, 0.2652, 0.2815, 0.2837, 0.2488, 0.2199, 0.2074, 0.2074, 0.2289, 0.2104, 0.2259, 0.2049, 0.2147, 0.2409, 0.2428, 0.2016, 0.1703, 0.1452, 0.1929, 0.1714, 0.1185, 0.1504, 0.1673, 0.1986, 0.1965, 0.1975, 0.1875, 0.1866, 0.1776, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2028453689610948871", "ticker_idx": 0, "ts": "2026-03-02T12:53:41+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Existing options will dominate. Target/disease selection is a key part of drug development, and the company flunked this.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: FDA restricts drug to least-sick patients, existing options will dominate, company failed target/disease selection, diluting via ATM to retail.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NTLA drug is off hold but now being restricted by the FDA to the least severe/sick patients, which would logically be those least likely to want/need an experimental gene editing therapy. \n\nExisting options will dominate.  \n\nTarget/disease selection is a key part of drug development, and the company flunked this.\n\n---\n\nThis is because biotech specialist funds won’t participate in their share offerings, BTW.  \n\nJust run the ATM on Cathie and retail. \n\n$NTLA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10751294640714615, "ret_signed_m1d": 0.10751294640714615, "alpha_spy_m1d": 0.10694465711079504, "alpha_c_m1d": 0.1180472269626679, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": 0.010534280555521747, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11884715595966477, "ret_signed_p1d": 0.11884715595966477, "alpha_spy_p1d": 0.11003281643930563, "alpha_c_p1d": 0.10755602933470731, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.01129112662495746, "ret_p1w": -0.10038855435137695, "ret_signed_p1w": 0.10038855435137695, "alpha_spy_p1w": 0.08857292860380428, "alpha_c_p1w": 0.0734535905371434, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.026934963814233548, "ret_p1m": -0.16968911637069095, "ret_signed_p1m": 0.16968911637069095, "alpha_spy_p1m": 0.11976932231007842, "alpha_c_p1m": 0.0983001980043342, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.07138891836635675, "ret_p3m": -0.11075130081736195, "ret_signed_p3m": 0.11075130081736195, "alpha_spy_p3m": 0.21890058899411957, "alpha_c_p3m": 0.04715303560017492, "bench_spy_p3m": 0.10814928817675762, "bench_c_p3m": -0.06359826521718703, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16968911637069095, "alpha_spy_stated": 0.11976932231007842, "alpha_c_stated": 0.0983001980043342, "price_path": [-0.4482, -0.4177, -0.4547, -0.4754, -0.4132, -0.3692, -0.3776, -0.3886, -0.3977, -0.3931, -0.3815, -0.4158, -0.408, -0.4093, -0.4307, -0.4249, -0.4022, -0.3718, -0.3899, -0.3789, -0.3886, -0.408, -0.4132, -0.4177, -0.4035, -0.3931, -0.3698, -0.3439, -0.3187, -0.3277, -0.2597, -0.2396, -0.2215, -0.2312, -0.1904, -0.169, -0.0913, 0.0298, -0.0525, -0.0965, -0.0395, -0.1049, -0.0997, -0.1483, -0.1541, -0.1548, -0.1995, -0.2817, -0.2047, -0.1911, -0.2286, -0.2228, -0.2474, -0.2312, -0.2085, -0.1917, -0.1554, -0.1813, -0.1477, -0.1205, -0.1308, -0.0751, -0.1075, 0.0, -0.1188, -0.1049, -0.1483, -0.1295, -0.1004, -0.1276, -0.1574, -0.1677, -0.1736, -0.1334, -0.1269, -0.1444, -0.1483, -0.1684, -0.1509, -0.1703, -0.1412, -0.1425, -0.1988, -0.2455, -0.1697, -0.1405, -0.1496, -0.1386, -0.1224, -0.1017, -0.1043, -0.1263, -0.0764, -0.0427, -0.0324, -0.0829, -0.0317, -0.0149, -0.0084, 0.0732, 0.0278, -0.1172, -0.1554, -0.1451, -0.194, -0.1269, -0.1412, -0.1017, -0.138, -0.103, -0.112, -0.0874, -0.0661, -0.0939, -0.0751, -0.1522, -0.1146, -0.1781, -0.2267, -0.206, -0.1988, -0.1839, -0.1833, -0.1295, -0.114, -0.0887, -0.1108, -0.1496, -0.1567, -0.0447, -0.1231, -0.1263, -0.1652, -0.2098, -0.2001, -0.2157, -0.0337, -0.0576, -0.0155, 0.0149, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029544412896788806", "ticker_idx": 0, "ts": "2026-03-05T13:07:49+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market isn't close to getting $NKTR right. IDK why it is so hard for the market to see $NKTR's current valuation is absolutely insane. They are wrong.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NKTR: market undervalues Rezpeg's superior MoA, larger AA indication vs PN, and weaker competition vs Nemluvio's blockbuster launch trajectory.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Market isn’t close to getting $NKTR right. \n\n$GALD earnings this morning showing Nemluvio had a nearly $200M quarter. \n\nThey doubled their peak projection from “over $2 billion” to “over $4 billion.”\n\n>$4B peak sales.  MASSIVE drug.\n\nThis is with a drug that has ***horrible*** efficacy in atopic dermatitis and has launched in a small 2nd indication (prurigo nodularis) against the most difficult competition in dermatology -> Dupixent.  On top of that, prurigo nodularis is a much smaller patient population than $NKTR’s alopecia areata population is.\n\nThe $NKTR bears would historically say “oh well all those Nemluvio sales are just prurigo nodularis sales, they can’t penetrate atopic derm”.\n\nFor the first time, $GALD just confirmed that atopic derm sales are roughly equal to PN sales….they’re *already* claiming an 8% penetration into new biologic starts in atopic derm…which is going to be a >$40B market….with a very shitty drug…\n\nHello???\n\nThis clearly demonstrates the massive demand that there is for ***NON-IL4/13*** drugs with unique MoAs in atopic derm. \n\n$NKTR’s Rezpeg has a unique MoA, looks *far* more effective, and is likely to have a more favorable Q3M dosing interval (versus Q4W for Nemluvio). \n\n*And* Rezpeg’s secondary indication (AA) is multiple times larger than Nemluvio’s PN market *and* the AA market has only dangerous JAK inhibitor drugs as competition….whereas Nemluvio is having to compete in PN against the dermatology GOAT drug (Dupixent). \n\nIDK why it is so hard for the market to see $NKTR’s current valuation is absolutely insane.  I understand that people have written off the AA opportunity.  They are wrong.  \n\nOX40 is dead, crappy old Nemluvio is launching like a rocket, and there’s no other unique MoA left to hit the market before Rezpeg.  Wake up!!!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018495464380045568, "ret_signed_m1d": -0.018495464380045568, "alpha_spy_m1d": -0.02410221665516843, "alpha_c_m1d": -0.03889704322000631, "bench_spy_m1d": 0.0056067522751228616, "bench_c_m1d": 0.020401578839960743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02415459038942669, "ret_signed_p1d": -0.02415459038942669, "alpha_spy_p1d": -0.01104746165900683, "alpha_c_p1d": -0.01629284341196946, "bench_spy_p1d": -0.01310712873041986, "bench_c_p1d": -0.007861746977457229, "ret_p1w": -0.028847431689799863, "ret_signed_p1w": -0.028847431689799863, "alpha_spy_p1w": -0.006464012150004805, "alpha_c_p1w": -0.004482526534678288, "bench_spy_p1w": -0.022383419539795057, "bench_c_p1w": -0.024364905155121575, "ret_p1m": 0.03133201336202429, "ret_signed_p1m": 0.03133201336202429, "alpha_spy_p1m": 0.061539218680383034, "alpha_c_p1m": 0.07699931216196654, "bench_spy_p1m": -0.030207205318358743, "bench_c_p1m": -0.045667298799942246, "ret_p3m": -0.18136640618961375, "ret_signed_p3m": -0.18136640618961375, "alpha_spy_p3m": -0.29562806387539, "alpha_c_p3m": -0.17353840616970406, "bench_spy_p3m": 0.11426165768577623, "bench_c_p3m": -0.007828000019909687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03133201336202429, "alpha_spy_stated": 0.061539218680383034, "alpha_c_stated": 0.07699931216196654, "price_path": [-0.2429, -0.2115, -0.2037, -0.2146, -0.2094, -0.1887, -0.203, -0.2944, -0.245, -0.2643, -0.3215, -0.3729, -0.3927, -0.3535, -0.3999, -0.3863, -0.3935, -0.3859, -0.4102, -0.4217, -0.4164, -0.4007, -0.3862, -0.4069, -0.3994, -0.428, -0.4519, -0.4649, -0.4951, -0.5019, -0.5119, -0.4799, -0.4999, -0.4904, -0.4958, -0.4878, -0.4868, -0.4751, -0.5043, -0.5137, -0.4847, -0.4738, -0.4636, -0.4805, -0.5153, -0.4919, -0.4883, -0.2271, -0.0842, -0.02, -0.0155, 0.0189, 0.0101, 0.0195, 0.0177, 0.0161, -0.0556, -0.0287, -0.0904, -0.0479, -0.0565, -0.0599, -0.0185, 0.0, -0.0242, -0.0455, -0.0052, 0.0121, -0.0288, 0.011, -0.0033, 0.036, 0.0101, 0.033, -0.0032, 0.0261, 0.007, -0.0051, -0.0204, -0.0523, -0.0994, -0.0069, 0.045, 0.0627, 0.0313, 0.0523, 0.0363, 0.0745, 0.0697, 0.1104, 0.1216, 0.1487, 0.1593, 0.1713, 0.3851, 0.3549, 0.2864, 0.2596, 0.2654, 0.1972, 0.1568, 0.1484, 0.1738, 0.1934, 0.1993, 0.1616, 0.1745, 0.1507, 0.1303, 0.0865, 0.0825, 0.0483, 0.0259, -0.0253, -0.0555, -0.0672, -0.0409, -0.0534, -0.0806, -0.0951, -0.0973, -0.1027, -0.1045, -0.1186, -0.1917, -0.1825, -0.1814, -0.2088, -0.2185, -0.2239, -0.2163, -0.1827, -0.1804, -0.156, -0.1681, -0.1591, -0.1591, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2050375011588841487", "ticker_idx": 0, "ts": "2026-05-02T00:41:11+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My novo long thesis started on 2/23 when the stock crashed due to the cagrisema readout while the OW launch was going exceptionally well in the background. I still like that, but now I also like the stock too!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author is long NVO since Feb 23 crash on cagrisema readout; also bullish on biotech M&A theme via XBI.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I literally didn’t recommend anything.\n\nI said I liked that the new CEO was saying they were going to buy a bunch of biotechs.  I liked that for the same reason I like $PFE buying all my shitcos, and I’d never touch Pfizer equity.  Me saying I liked the idea that novo would go on an M&A spree had absolutely nothing to do with $NVO equity, at all. \n\nThis guy is saying I “literally” recommended it when the “recommend” *literally* isn’t used at all and I was clearly talking about liking novo as a buyer of biotech stocks, not of novo’s stock.  Was just making a comment about how I like pharmas buying biotechs, which I often do about other pharmas too. \n\nThe guy is either intentionally being an ass hole pretending he doesn’t understand or is an idiot of epic proportions for not being able to understand something incredibly simple. \n\nMy novo long thesis started on 2/23 when the stock crashed due to the cagrisema readout while the OW launch was going exceptionally well in the background.\n\n---\n\nI mean I literally even tagged the $XBI 😂 \n\nHow could it be any clearer what I meant 🤷🏻‍♂️ \n\nI spent 2025 hating on and making jokes about $NVO (as its stock price crashed).  Then in early 2026 they were suing $HIMS and saying they were going to go on a biotech M&A spree. \n\nI liked that!\n\nI still like that, but now I also like the stock too!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011489036461940882, "ret_signed_m1d": -0.011489036461940882, "alpha_spy_m1d": -0.015165898395830713, "alpha_c_m1d": -0.015165898395830713, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00367686193388983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010813236062991782, "ret_signed_p1d": 0.010813236062991782, "alpha_spy_p1d": 0.002791007339049356, "alpha_c_p1d": 0.002791007339049356, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008022228723942426, "ret_p1w": 0.04528051732073668, "ret_signed_p1w": 0.04528051732073668, "alpha_spy_p1w": 0.015629122490126823, "alpha_c_p1w": 0.015629122490126823, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.029651394830609856, "ret_p1m": -0.0538409421606294, "ret_signed_p1m": -0.0538409421606294, "alpha_spy_p1m": -0.10429984892678656, "alpha_c_p1m": -0.10429984892678656, "bench_spy_p1m": 0.05045890676615716, "bench_c_p1m": 0.05045890676615716, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0538409421606294, "alpha_spy_stated": -0.10429984892678656, "alpha_c_stated": -0.10429984892678656, "price_path": [0.2806, 0.0931, 0.0255, -0.0582, 0.0352, 0.0728, 0.0674, 0.0592, 0.0633, 0.0772, 0.0728, 0.0698, 0.0528, 0.0305, -0.1388, -0.1614, -0.1708, -0.1825, -0.1862, -0.1795, -0.2034, -0.1634, -0.151, -0.1616, -0.1356, -0.1586, -0.1562, -0.1738, -0.1751, -0.1616, -0.1649, -0.1862, -0.1942, -0.2062, -0.1999, -0.1984, -0.2105, -0.209, -0.2168, -0.205, -0.1721, -0.1782, -0.1669, -0.1739, -0.1685, -0.1527, -0.1566, -0.1548, -0.1444, -0.1142, -0.0806, -0.0779, -0.0872, -0.0885, -0.112, -0.118, -0.1322, -0.0725, -0.0719, -0.0725, -0.0924, -0.0489, -0.0115, 0.0, 0.0108, 0.0309, 0.0318, 0.0378, 0.0453, 0.0588, 0.0606, 0.0318, 0.0079, -0.0025, -0.0025, 0.0153, 0.0, 0.0128, -0.0045, 0.0036, 0.0252, 0.0268, -0.0072, -0.0331, -0.0538, -0.0144, -0.0322, -0.0759, -0.0496, -0.0356, -0.0097, -0.0115, -0.0106, -0.0189, -0.0196, -0.027, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2050375011588841487", "ticker_idx": 1, "ts": "2026-05-02T00:41:11+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I mean I literally even tagged the $XBI", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author is long NVO since Feb 23 crash on cagrisema readout; also bullish on biotech M&A theme via XBI.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "I literally didn’t recommend anything.\n\nI said I liked that the new CEO was saying they were going to buy a bunch of biotechs.  I liked that for the same reason I like $PFE buying all my shitcos, and I’d never touch Pfizer equity.  Me saying I liked the idea that novo would go on an M&A spree had absolutely nothing to do with $NVO equity, at all. \n\nThis guy is saying I “literally” recommended it when the “recommend” *literally* isn’t used at all and I was clearly talking about liking novo as a buyer of biotech stocks, not of novo’s stock.  Was just making a comment about how I like pharmas buying biotechs, which I often do about other pharmas too. \n\nThe guy is either intentionally being an ass hole pretending he doesn’t understand or is an idiot of epic proportions for not being able to understand something incredibly simple. \n\nMy novo long thesis started on 2/23 when the stock crashed due to the cagrisema readout while the OW launch was going exceptionally well in the background.\n\n---\n\nI mean I literally even tagged the $XBI 😂 \n\nHow could it be any clearer what I meant 🤷🏻‍♂️ \n\nI spent 2025 hating on and making jokes about $NVO (as its stock price crashed).  Then in early 2026 they were suing $HIMS and saying they were going to go on a biotech M&A spree. \n\nI liked that!\n\nI still like that, but now I also like the stock too!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02307117476445464, "ret_signed_m1d": -0.02307117476445464, "alpha_spy_m1d": -0.02674803669834447, "alpha_c_m1d": -0.02674803669834447, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00367686193388983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0021722343530548027, "ret_signed_p1d": 0.0021722343530548027, "alpha_spy_p1d": -0.005849994370887623, "alpha_c_p1d": -0.005849994370887623, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008022228723942426, "ret_p1w": 0.009363295880149725, "ret_signed_p1w": 0.009363295880149725, "alpha_spy_p1w": -0.02028809895046013, "alpha_c_p1w": -0.02028809895046013, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.029651394830609856, "ret_p1m": -0.027490622988354363, "ret_signed_p1m": -0.027490622988354363, "alpha_spy_p1m": -0.07794952975451153, "alpha_c_p1m": -0.07794952975451153, "bench_spy_p1m": 0.05045890676615716, "bench_c_p1m": 0.05045890676615716, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.027490622988354363, "alpha_spy_stated": -0.07794952975451153, "alpha_c_stated": -0.07794952975451153, "price_path": [-0.0461, -0.0438, -0.0615, -0.0957, -0.0599, -0.0554, -0.0611, -0.0663, -0.0773, -0.0797, -0.0664, -0.0592, -0.0506, -0.0653, -0.0489, -0.0325, -0.0391, -0.0437, -0.0459, -0.0521, -0.0749, -0.053, -0.0719, -0.0712, -0.0478, -0.0455, -0.0533, -0.0815, -0.0874, -0.0718, -0.0697, -0.0928, -0.0837, -0.0988, -0.0884, -0.1046, -0.0718, -0.0719, -0.1042, -0.1103, -0.0432, -0.0371, -0.034, -0.0352, -0.0348, -0.0213, -0.0126, -0.0304, -0.0109, 0.0166, 0.0221, 0.0147, 0.0387, 0.0321, 0.0216, 0.0285, 0.0074, -0.0016, -0.0034, -0.0175, -0.0345, -0.0163, -0.0231, 0.0, 0.0022, 0.0313, 0.0012, 0.0091, 0.0094, 0.0106, 0.0176, 0.0101, -0.021, -0.0437, -0.0503, -0.0134, -0.0054, -0.0138, -0.0011, 0.0071, 0.0187, 0.0239, 0.0009, -0.043, -0.0275, -0.0006, -0.0362, -0.038, -0.0159, -0.0348, -0.0057, 0.0022, 0.0217, 0.0138, 0.0441, 0.0541, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2056698043961930052", "ticker_idx": 0, "ts": "2026-05-19T11:26:39+00:00", "symbol": "SYRE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There's no way this works from these prices unless some pharma does something stupid here", "tweet_type": "analysis", "timeline": "years", "summary": "Bearish SYRE at $7.5B market cap: long trial timelines, heavy dilution, and me-too targets against biosimilars make current valuation untenable.", "resolved_tickers": ["SYRE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "So uhhh, how long are these mega-expensive P3 UC maintenance studies going to have to be run for $SYRE?\n\nIf only drug arm induction responders go onto maintenance (as is convention in P3 UC studies), how long do you need to run these things before you can be confident the placebo arm has had time to wash out the long half-life drug *and* give the patient time to relapse so you can actually beat placebo?\n\n~40 weeks has been a rough standard for maintenance duration (52wks total after a 12 wk induction).\n\nSeriously, are we looking at 96 weeks or something here?  Absurd.\n\nStill ~$7.5B on open label a4b7 data BTW.\n\n---\n\nNot that we need to be worrying about P3 or anything at this stage right?\n\nI mean that’s *years* away and comes after the mega-expensive 6-arm P2 multi-combo studies that are sized roughly like P3 studies that they need to do first! \n\nAgain, we are only at the open label data phase right now!  Who cares if the P3s are gonna be 2 years long!  That’ll be forever from now!\n\n---\n\nAdd more dilution to run the longer studies *and* an extra year for your time weighted return projections for being long $SYRE today at $7.5B already…\n\n…all to launch against biosimilars.  \n\nCombo P2as in 2027, likely late.  P2b data when?  2029?  \n\nLaunch your P3s mid 2029, recruit/enroll for *at least* 2 years (generous - probably will take longer as you cannibalize your own enrollment here).\n\nLPI mid 2031.  Run the maintenance studies for a year longer than everyone else does.  Complete mid 2033.  BLA then launch 2H2034? \n\nIf you want this to annualize 15% over the ~7 years it going to take them *just* to get to where $ABVX is today, you’re looking at a $20B cap.  \n\nThat’s assuming ZERO dilution.  There will be a LOT more dilution. \n\nIf you want the *stock* to annualize ~15% returns, the market cap will need to do much more than that to account for dilution along the way…probably ~$25B or so? \n\nAgain, to launch 2 biosimilar targets and a me-twenty TL1a…we think you can wrack up a $25B market cap with a bunch of me too targets against biosimilars? \n\nThere’s no way this works from these prices unless some pharma does something stupid here.  Hard to imagine, but wouldn’t be the first or last time.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05193633956507404, "ret_signed_m1d": -0.05193633956507404, "alpha_spy_m1d": -0.045230887884908144, "alpha_c_m1d": -0.06279709183203774, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": -0.010860752266963702, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07955561698975155, "ret_signed_p1d": -0.07955561698975155, "alpha_spy_p1d": -0.0693066224071881, "alpha_c_p1d": -0.08084534297373214, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": -0.001289725983980583, "ret_p1w": 0.08841187551513019, "ret_signed_p1w": -0.08841187551513019, "alpha_spy_p1w": -0.06561057095358502, "alpha_c_p1w": -0.07843369272371237, "bench_spy_p1w": 0.022801304561545166, "bench_c_p1w": 0.009978182791417822, "ret_p1m": 0.31326920229312427, "ret_signed_p1m": -0.31326920229312427, "alpha_spy_p1m": -0.2929159939060473, "alpha_c_p1m": -0.29915036935220507, "bench_spy_p1m": 0.020353208387076993, "bench_c_p1m": 0.014118832940919201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4506, -0.4325, -0.3514, -0.3368, -0.3478, -0.3413, -0.3523, -0.3544, -0.3622, -0.3985, -0.3846, -0.3907, -0.3973, -0.3835, -0.376, -0.3771, -0.3934, -0.4012, -0.3385, -0.3403, -0.3536, -0.3649, -0.3808, -0.3582, -0.3663, -0.3143, -0.2867, -0.2899, -0.3182, -0.2429, -0.266, -0.2858, -0.2648, -0.2315, -0.2198, -0.2229, -0.2301, -0.0503, -0.0392, 0.0356, 0.0462, 0.0959, 0.1016, 0.0698, 0.0958, 0.0393, 0.0458, 0.0793, 0.0302, 0.0791, 0.1175, 0.042, 0.0377, 0.0659, 0.0958, 0.0973, 0.1265, 0.1473, 0.1264, 0.1455, 0.1355, 0.1246, 0.0519, 0.0, 0.0796, 0.1156, 0.1115, 0.1055, 0.0884, 0.0824, 0.1033, 0.0588, 0.0381, 0.1036, 0.178, 0.1055, 0.0808, 0.1474, 0.127, 0.2124, 0.2127, 0.2546, 0.252, 0.3133, 0.3133, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2031025760341733391", "ticker_idx": 0, "ts": "2026-03-09T15:14:10+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NKTR pricing is clearly wrong, imo", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NKTR is mispriced; bullish on its IL-31 asset given nemolizumab's blockbuster trajectory despite weaker efficacy.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@cluelessbio Explain nemolizumab’s meteoric rise then.  That drug is absolutely garbage on efficacy, but it’s going to be a blockbuster in AtD alone (and in PN on top of that). \n\nThese are objective facts.  NKTR pricing is clearly wrong, imo.", "reply_text": null, "parent_text": "@A_May_MD Anti-TSLP is marginally effective vs placebo. Surprised by the efficacy of pfizers drug. \nBut I wonder if we overstate the importance of a unique MoA relative to induction efficay. We treat up or across mostly, not down, even if different MoA. https://t.co/JXeEmLwHmV", "quoted_text": null, "parent_author": "cluelessbio", "ret_m1d": 0.022414973075354228, "ret_signed_m1d": 0.022414973075354228, "alpha_spy_m1d": 0.031098863261306287, "alpha_c_m1d": 0.03252771127971721, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.010112738204362981, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04222701524963135, "ret_signed_p1d": 0.04222701524963135, "alpha_spy_p1d": 0.04383412114547103, "alpha_c_p1d": 0.0494226460842806, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.007195630834649247, "ret_p1w": 0.04425159061563533, "ret_signed_p1w": 0.04425159061563533, "alpha_spy_p1w": 0.05787449310044812, "alpha_c_p1w": 0.06531991936141923, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.021068328745783904, "ret_p1m": 0.08575560628088374, "ret_signed_p1m": 0.08575560628088374, "alpha_spy_p1m": 0.08636570040762415, "alpha_c_p1m": 0.11152189820635638, "bench_spy_p1m": -0.0006100941267404014, "bench_c_p1m": -0.02576629192547264, "ret_p3m": -0.18120032274048292, "ret_signed_p3m": -0.18120032274048292, "alpha_spy_p3m": -0.2740375788656687, "alpha_c_p3m": -0.17483145396730781, "bench_spy_p3m": 0.09283725612518579, "bench_c_p3m": -0.006368868773175107, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08575560628088374, "alpha_spy_stated": 0.08636570040762415, "alpha_c_stated": 0.11152189820635638, "price_path": [-0.1657, -0.1772, -0.1717, -0.15, -0.165, -0.2607, -0.209, -0.2292, -0.2891, -0.343, -0.3637, -0.3226, -0.3712, -0.357, -0.3646, -0.3566, -0.3821, -0.3941, -0.3886, -0.3721, -0.3569, -0.3786, -0.3708, -0.4007, -0.4257, -0.4393, -0.471, -0.4781, -0.4886, -0.4551, -0.4761, -0.4661, -0.4717, -0.4633, -0.4623, -0.45, -0.4807, -0.4905, -0.4602, -0.4487, -0.438, -0.4557, -0.4921, -0.4677, -0.4639, -0.1902, -0.0405, 0.0268, 0.0315, 0.0675, 0.0583, 0.0681, 0.0662, 0.0646, -0.0106, 0.0176, -0.047, -0.0025, -0.0114, -0.015, 0.0283, 0.0477, 0.0224, 0.0, 0.0422, 0.0604, 0.0175, 0.0593, 0.0443, 0.0855, 0.0583, 0.0823, 0.0444, 0.0751, 0.0551, 0.0424, 0.0263, -0.0071, -0.0564, 0.0405, 0.0949, 0.1134, 0.0805, 0.1025, 0.0858, 0.1258, 0.1208, 0.1634, 0.1751, 0.2035, 0.2146, 0.2272, 0.4512, 0.4195, 0.3478, 0.3197, 0.3258, 0.2544, 0.212, 0.2032, 0.2298, 0.2503, 0.2565, 0.2171, 0.2305, 0.2056, 0.1842, 0.1384, 0.1342, 0.0983, 0.0749, 0.0213, -0.0104, -0.0227, 0.0049, -0.0082, -0.0367, -0.0519, -0.0542, -0.0599, -0.0617, -0.0765, -0.1531, -0.1435, -0.1423, -0.1711, -0.1812, -0.1868, -0.1789, -0.1437, -0.1413, -0.1157, -0.1284, -0.119, -0.119, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2061610846619328889", "ticker_idx": 0, "ts": "2026-06-02T00:48:23+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect sharper minds to look at these facts and come to the same conclusion tomorrow.", "tweet_type": "analysis", "timeline": "days", "summary": "Bullish ABVX: cancer signal in P3 is statistical noise given 5-7 years of P2 data with zero cancers; expects market to re-rate upward.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$ABVX\nSTIL here is making another highly relevant point - What he is referring to here is basically the  \"latency\" point.  It basically goes like this: \n\n\"A cancer signal seen so early is likely not a real cancer signal because cancer doesn't \"develop\" that fast.  What you are actually seeing is \"latent\" cancer that was there but undetectable at baseline.\"\n\nThis is also why it is important that...they've had >100 patients on the drug for ***5-7 YEARS WITH ZERO CANCERS***.  If it was a \"super mega carcinogen\" you'd now from the extremely long phase 2 study!\n\nHow could it be possible that the drug somehow causes cancer in a few weeks after NOT causing it in 5-7 YEARS?  The answer is *IT DOESN'T* - what we saw in those 2 cases in the P3 is just statistical NOISE!\n\nI expect sharper minds to look at these facts and come to the same conclusion tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": "@A_May_MD @drug_smolecules Another thing to think about: It was only 44 weeks.  If it's a carcinogen, it's a super mega carcinogen. \n\nIf they assigned half the trial a pack a day smoking habit and an alkylating agent, we probably wouldnt get 7 *new* measurable cancers by wk44.  Its probably noise.", "parent_author": null, "ret_m1d": 0.7888276198814654, "ret_signed_m1d": 0.7888276198814654, "alpha_spy_m1d": 0.7901837181788947, "alpha_c_m1d": 0.7789915372213498, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": 0.009836082660115597, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24344829690867464, "ret_signed_p1d": 0.24344829690867464, "alpha_spy_p1d": 0.2504654792291745, "alpha_c_p1d": 0.23559304278833237, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": 0.00785525412034227, "ret_p1w": 0.4168276030441811, "ret_signed_p1w": 0.4168276030441811, "alpha_spy_p1w": 0.44647598986886405, "alpha_c_p1w": 0.36102149806912776, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": 0.05580610497505334, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.4168276030441811, "alpha_spy_stated": 0.44647598986886405, "alpha_c_stated": 0.36102149806912776, "price_path": [0.5324, 0.6106, 0.5545, 0.508, 0.5119, 0.5901, 0.5491, 0.6135, 0.5931, 0.6931, 0.7465, 0.7102, 0.6969, 0.6599, 0.592, 0.5196, 0.5269, 0.5101, 0.4134, 0.4, 0.5359, 0.5858, 0.6327, 0.6479, 0.6066, 0.6408, 0.7337, 0.7399, 0.6732, 0.7352, 0.6756, 0.6892, 0.6574, 0.5859, 0.537, 0.5999, 0.5586, 0.5801, 0.5434, 0.5154, 0.4654, 0.619, 0.6222, 0.6156, 0.7073, 0.7454, 0.7193, 0.693, 0.6846, 0.6743, 0.6815, 0.669, 0.5797, 0.5662, 0.5687, 0.6538, 0.7108, 0.6826, 0.7436, 0.7894, 0.7862, 0.8294, 0.7888, 0.0, 0.2434, 0.4473, 0.4004, 0.4004, 0.4168, 0.3521, 0.3913, 0.3317, 0.3553, 0.3448, 0.3814, 0.3676, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2046198647696593160", "ticker_idx": 0, "ts": "2026-04-20T12:05:48+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have bought more premarket. Let's hope for a similar outcome! Even at just ~1x multiple with only a $4B peak estimate, $NKTR's price per share would be >$130", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Bought more NKTR premarket; argues >$130/share fair value on dual-indication launch (atopic derm + alopecia areata) with best-in-class profile and no black-box warning.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Obviously I will post in more detail later, but for now, the takeaway is this:\n\n$NKTR has the FIRST LINE treatment for alopecia areata, an indication large enough that *4* separate pharmas have seen fit to launch 4 separate drugs that all share the same MoA (JAKi).  This is going to be a paradigm shift for how we treat a very common dermatology condition.  Big deal!\n\nWe are now looking at a dual indication launch where $NKTR will enter the market with the best non-IL4/13 clinical profile in the gigantic market of atopic dermatitis (now that OX40 is caput), and not just the first, but the ONLY biologic therapy for treating alopecia areata.  And the ONLY AA treatment without a black box safety warning (assuming safety continues to look great, as it has). \n\nHow do we value this?  Well, Nemluvio is well on its way to $4B peak sales as a dual-indication dermatology biologic in atopic derm (like $NKTR) and a secondary indication of prurigo nodularis.\n\n$NKTR's data to date look far better than Nemluvio's in atopic dermatitis, *and* $NKTR will be offering a Q3M injection (4 shots per year versus 12-13 with Nemluvio).  That's a big differentiator.  Why shouldn't Rezpeg sell better than Nemluvio in atopic derm?\n\nThen, Nemluvio's secondary indication (prurigo nodularis) is a *much* smaller patient population than Rezpeg's secondary indication (alopecia areata).\n\nNot only is AA>>PN, but NEMLUVIO IS COMPETING WITH THE DERMATOLOGY GOAT IN PRURIGO NODULARS - DUPIXENT!!!  Rezpeg would be the ONLY safe biologic option to treat AA...no dupixent to compete with, because dupixent was never good enough to pursue in AA!  Rezpeg's only competition in AA is the 4 JAK inhibitors that people don't want to use because of safety issues. \n\nIf Nemluvio can do $4B+ peak despite all of that, why should we be modelling peaks sales of <$4B for Rezpeg with a better AtD profile with less frequent dosing, and now a second LARGE TAM where their only competition is JAKi?  IMO you could very easily argue for >$4B peak for rezpeg based on this analogue (though of course there is plenty more to look into than a single comp).\n\nThen, what multiple do we use?  This is a drug with a unique MoA with no intraclass competition, and it is ready to enter P3 NOW for BOTH indications...Why use less than a 1x peak sales multiple?  If M&A discussions start heating up, we could be talking about MUCH more than that...\n\nEven at just ~1x multiple with only a $4B peak estimate, $NKTR's price per share would be >$130...Calculate whatever value you think is appropriate!\n\n---\n\n$NKTR opening at only $100 on this news is lame.  But of course, remember that when the AtD maintenance data were released in February the stock was RED premarket before ultimately going deep green that day and ultimately ending up more than doubling in the next weeks!  \n\nLike that day back in Feb I have bought more premarket.  Let's hope for a similar outcome!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15435972196615622, "ret_signed_m1d": -0.15435972196615622, "alpha_spy_m1d": -0.15636346403455137, "alpha_c_m1d": -0.16372076456521378, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.009361042599057567, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021823565972215575, "ret_signed_p1d": -0.021823565972215575, "alpha_spy_p1d": -0.015276673123676088, "alpha_c_p1d": -0.011648555670825012, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.010175010301390564, "ret_p1w": -0.13562531955455281, "ret_signed_p1w": -0.13562531955455281, "alpha_spy_p1w": -0.14472629927882774, "alpha_c_p1w": -0.10876335032199369, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.026861969232559124, "ret_p1m": -0.3265570218370989, "ret_signed_p1m": -0.3265570218370989, "alpha_spy_p1m": -0.3618460910083784, "alpha_c_p1m": -0.3258787499203405, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.0006782719167583995, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3265570218370989, "alpha_spy_stated": -0.3618460910083784, "alpha_c_stated": -0.3258787499203405, "price_path": [-0.6245, -0.639, -0.6321, -0.636, -0.6302, -0.6295, -0.621, -0.6422, -0.6489, -0.628, -0.6201, -0.6128, -0.6249, -0.65, -0.6332, -0.6306, -0.442, -0.3388, -0.2925, -0.2892, -0.2644, -0.2708, -0.264, -0.2653, -0.2664, -0.3182, -0.2988, -0.3433, -0.3126, -0.3188, -0.3213, -0.2914, -0.278, -0.2955, -0.3109, -0.2818, -0.2693, -0.2989, -0.2701, -0.2804, -0.252, -0.2708, -0.2542, -0.2803, -0.2592, -0.2729, -0.2817, -0.2928, -0.3158, -0.3498, -0.283, -0.2455, -0.2328, -0.2554, -0.2403, -0.2518, -0.2242, -0.2277, -0.1983, -0.1902, -0.1707, -0.163, -0.1544, 0.0, -0.0218, -0.0713, -0.0906, -0.0864, -0.1356, -0.1648, -0.1709, -0.1526, -0.1384, -0.1341, -0.1613, -0.1521, -0.1692, -0.184, -0.2155, -0.2184, -0.2431, -0.2593, -0.2963, -0.3181, -0.3266, -0.3075, -0.3166, -0.3362, -0.3467, -0.3483, -0.3522, -0.3535, -0.3636, -0.4164, -0.4098, -0.409, -0.4288, -0.4358, -0.4397, -0.4342, -0.41, -0.4083, -0.3906, -0.3994, -0.3929, -0.3929, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2061801133803245942", "ticker_idx": 0, "ts": "2026-06-02T13:24:31+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I actually think this result brings the timeline of M&A forward. Get it now for a bargain, work your reg affairs team to the bone and hit a grand slam if you get this approved without black box", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish ABVX: M&A timeline pulled forward, big pharma will buy now at a bargain to control regulatory strategy for black-box outcome.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I actually think this result brings the timeline of M&A forward.  If you’re a big pharma you want to be in the driver’s seat of the regulatory discussions going for no black box (which is imo very feasible).  You don’t want to let this small inexperienced team run that operation if you’re big pharma.  Get it now for a bargain, work your reg affairs team to the bone and hit a grand slam if you get this approved without black box (again, very feasible from my perspective/review of the data).", "reply_text": null, "parent_text": "$ABVX \nGreat review of the data below\nThe Obe will be approved bc of outstanding efficacy and durability \nBut the BO premium is gone - potential buyer(s) will wait until the approval and potential black box\nNDA in Q4, PDUFA in Q4'27\nNo catalysts until Q1'27 Chron's data", "quoted_text": null, "parent_author": "Andre_AGTC", "ret_m1d": 0.7888276198814654, "ret_signed_m1d": 0.7888276198814654, "alpha_spy_m1d": 0.7901837181788947, "alpha_c_m1d": 0.7789915372213498, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": 0.009836082660115597, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24344829690867464, "ret_signed_p1d": 0.24344829690867464, "alpha_spy_p1d": 0.2504654792291745, "alpha_c_p1d": 0.23559304278833237, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": 0.00785525412034227, "ret_p1w": 0.4168276030441811, "ret_signed_p1w": 0.4168276030441811, "alpha_spy_p1w": 0.44647598986886405, "alpha_c_p1w": 0.36102149806912776, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": 0.05580610497505334, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.5324, 0.6106, 0.5545, 0.508, 0.5119, 0.5901, 0.5491, 0.6135, 0.5931, 0.6931, 0.7465, 0.7102, 0.6969, 0.6599, 0.592, 0.5196, 0.5269, 0.5101, 0.4134, 0.4, 0.5359, 0.5858, 0.6327, 0.6479, 0.6066, 0.6408, 0.7337, 0.7399, 0.6732, 0.7352, 0.6756, 0.6892, 0.6574, 0.5859, 0.537, 0.5999, 0.5586, 0.5801, 0.5434, 0.5154, 0.4654, 0.619, 0.6222, 0.6156, 0.7073, 0.7454, 0.7193, 0.693, 0.6846, 0.6743, 0.6815, 0.669, 0.5797, 0.5662, 0.5687, 0.6538, 0.7108, 0.6826, 0.7436, 0.7894, 0.7862, 0.8294, 0.7888, 0.0, 0.2434, 0.4473, 0.4004, 0.4004, 0.4168, 0.3521, 0.3913, 0.3317, 0.3553, 0.3448, 0.3814, 0.3676, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2064443487618277731", "ticker_idx": 0, "ts": "2026-06-09T20:24:17+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There's no NMSC cluster, no signal whatsoever with that important note added", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: refutes NMSC safety signal by noting 3/4 of cases had prior NMSC; no black box warranted per regulatory precedent.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "3/4 of the $ABVX 50 mg NMSC cases ALREADY HAD PRIOR NMSC.  There’s no NMSC cluster, no signal whatsoever with that important note added. \n\nEven if there *were* a signal, this would not yield a black box (regulator precedent is clear in regards to no black box with NMSC).\n\nBut again, the “signal” or “clustering” can be refuted altogether.\n\n---\n\n@SowingAlphaSeed (*already had prior NMSC and/or prior exposure to drugs with known/labeled cancer risk)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04784252269517264, "ret_signed_m1d": 0.04784252269517264, "alpha_spy_m1d": 0.031824425880554896, "alpha_c_m1d": 0.03658965287494986, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.011252869820222777, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028970764078851907, "ret_signed_p1d": 0.028970764078851907, "alpha_spy_p1d": 0.011973916192103973, "alpha_c_p1d": 0.020858299670213132, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.008112464408638775, "ret_p1w": 0.02162606113415322, "ret_signed_p1w": 0.02162606113415322, "alpha_spy_p1w": 0.00021804298402727795, "alpha_c_p1w": 0.03562671081812607, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": -0.014000649683972854, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1457, 0.1933, 0.1782, 0.2522, 0.2916, 0.2648, 0.255, 0.2276, 0.1774, 0.1238, 0.1292, 0.1168, 0.0453, 0.0354, 0.1359, 0.1728, 0.2075, 0.2187, 0.1882, 0.2135, 0.2822, 0.2867, 0.2375, 0.2833, 0.2392, 0.2493, 0.2257, 0.1729, 0.1367, 0.1832, 0.1527, 0.1686, 0.1415, 0.1208, 0.0837, 0.1974, 0.1997, 0.1948, 0.2627, 0.2908, 0.2715, 0.2521, 0.2458, 0.2383, 0.2436, 0.2343, 0.1683, 0.1583, 0.1602, 0.2231, 0.2652, 0.2444, 0.2895, 0.3234, 0.321, 0.353, 0.323, -0.2604, -0.0804, 0.0704, 0.0357, 0.0357, 0.0478, 0.0, 0.029, -0.0151, 0.0023, -0.0054, 0.0216, 0.0114, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023850676099707190", "ticker_idx": 0, "ts": "2026-02-17T20:02:57+00:00", "symbol": "Sanofi", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Timing, valuation, and the demise of OX40 muddying their follow on opportunity are my reasons for bearishness. Easily the best company I've shorted in the last year or so.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short on timing, valuation, and OX40 pipeline setback muddying follow-on opportunity; author's top short position.", "resolved_tickers": ["SNY"], "resolution_method": "exchange_ticker", "resolution_reason": "Sanofi ADR on Nasdaq: SNY; OX40/dupixent context matches", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I have to be clear as well - the company is most certainly not a zero by any stretch.  The drug has utility and will be used, no doubt.  Timing, valuation, and the demise of OX40 muddying their follow on opportunity are my reasons for bearishness.  Easily the best company I’ve shorted in the last year or so.", "reply_text": null, "parent_text": "@A_May_MD @MelvinRiskMgmt All good - it was indeed a long day (multitasking) and you are right, that is not a reason. A little disingenuous I must admit from them. \n\nFrom what I have seen with the available public data, it is conjunctivitis the primary discontinuation with dupi (and in spite of that,", "quoted_text": null, "parent_author": "JoseRestonVA", "ret_m1d": -0.00904591734840865, "ret_signed_m1d": 0.00904591734840865, "alpha_spy_m1d": 0.007435033463151219, "alpha_c_m1d": 0.007435033463151219, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006245961644040898, "ret_signed_p1d": 0.006245961644040898, "alpha_spy_p1d": 0.011283669194617651, "alpha_c_p1d": 0.011283669194617651, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.01895329282265945, "ret_signed_p1w": -0.01895329282265945, "alpha_spy_p1w": -0.012363288785340654, "alpha_c_p1w": -0.012363288785340654, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": -0.05858288143781476, "ret_signed_p1m": 0.05858288143781476, "alpha_spy_p1m": 0.027214361579247615, "alpha_c_p1m": 0.027214361579247615, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": -0.0102206881588357, "ret_signed_p3m": 0.0102206881588357, "alpha_spy_p3m": 0.09489125040826119, "alpha_c_p3m": 0.09489125040826119, "bench_spy_p3m": 0.08467056224942549, "bench_c_p3m": 0.08467056224942549, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05858288143781476, "alpha_spy_stated": 0.027214361579247615, "alpha_c_stated": 0.027214361579247615, "price_path": [0.1273, 0.123, 0.1152, 0.0911, 0.0672, 0.053, 0.0689, 0.0586, 0.0829, 0.0775, 0.0743, 0.0758, 0.0737, 0.0702, 0.0532, 0.0668, 0.0433, 0.0302, 0.0394, 0.0523, 0.0485, 0.0299, 0.0218, 0.0368, 0.0336, 0.0377, 0.0345, 0.0407, 0.0416, 0.0439, 0.0414, 0.0498, 0.0437, 0.0388, 0.0233, 0.0375, 0.0418, 0.0366, 0.056, 0.0252, 0.0166, 0.0314, 0.0224, 0.0034, -0.0149, -0.0054, 0.0015, 0.0166, 0.0194, 0.0228, -0.0142, -0.005, 0.0131, 0.0181, 0.0228, 0.0355, 0.0228, 0.0302, 0.0396, 0.0474, 0.0607, 0.0129, -0.009, 0.0, -0.0062, 0.0205, 0.0071, 0.017, 0.019, 0.025, 0.0414, 0.048, 0.0265, 0.0009, -0.0045, -0.0308, -0.0405, -0.0448, -0.053, -0.0536, -0.0603, -0.061, -0.0528, -0.051, -0.0586, -0.0235, -0.0394, -0.0358, -0.0278, -0.0086, 0.0041, 0.0075, 0.0062, 0.0377, 0.028, 0.0314, 0.0252, 0.0086, 0.0153, 0.014, 0.0071, 0.0114, 0.0261, 0.0342, 0.0278, 0.0351, 0.0336, 0.0151, 0.0101, 0.0237, 0.0075, -0.0114, -0.0103, -0.0086, 0.0032, -0.0075, -0.0145, -0.0143, -0.005, -0.0184, -0.0154, -0.0339, -0.0257, -0.0357, -0.0259, -0.0295, -0.0102, -0.01, 0.0155, 0.0212, 0.0068, 0.0036, 0.01, 0.0068, -0.0073, -0.0234, -0.027, -0.0368, 0.0089, 0.0234, -0.0025, 0.0168, -0.0095, 0.0027, 0.0059, -0.0043, 0.0014, -0.0339, -0.0339, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021197517124206851", "ticker_idx": 0, "ts": "2026-02-10T12:20:14+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "based on what the PR shows...this is a drug!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: rezpeg trial data shows response retention rates exceeding Dupixent's even at Q12W dosing, with deep responses (EASI90/100); author calls it a real drug.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$NKTR We will get a lot more data/info than what is available in the PR, but what the PR shows is *very* good.  Caveat emptor, these response retention rates are higher than Dupixent's...EVEN FOR Q12W DOSING of rezpeg.  That's a big surprise to me given how management had seemed to talk down the Q12 vs the Q4.\n\nIt also looks like there was a lot of response deepening...EASI90s and EASI100s!\n\nWill be looking at the slide data when we get it and analyzing that, but based on what the PR shows...this is a drug!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.3380357197352818, "ret_signed_m1d": -0.3380357197352818, "alpha_spy_m1d": -0.34067983862089546, "alpha_c_m1d": -0.3444092459528999, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0063735262176181084, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18482140132359093, "ret_signed_p1d": 0.18482140132359093, "alpha_spy_p1d": 0.18505252346725543, "alpha_c_p1d": 0.17889855437995394, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0059228469436369835, "ret_p1w": 0.3067857197352819, "ret_signed_p1w": 0.3067857197352819, "alpha_spy_p1w": 0.31520913337476864, "alpha_c_p1w": 0.29172105727127273, "bench_spy_p1w": -0.008423413639486732, "bench_c_p1w": 0.01506466246400917, "ret_p1m": 0.2564285823277064, "ret_signed_p1m": 0.2564285823277064, "alpha_spy_p1m": 0.29408101256773833, "alpha_c_p1m": 0.28971256353510066, "bench_spy_p1m": -0.03765243024003195, "bench_c_p1m": -0.033283981207394286, "ret_p3m": 0.4005357197352819, "ret_signed_p3m": 0.4005357197352819, "alpha_spy_p3m": 0.3310738079021296, "alpha_c_p3m": 0.4577069847640892, "bench_spy_p3m": 0.06946191183315231, "bench_c_p3m": -0.05717126502880732, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2564285823277064, "alpha_spy_stated": 0.29408101256773833, "alpha_c_stated": 0.28971256353510066, "price_path": [-0.0005, 0.0352, 0.0582, 0.0298, -0.0366, 0.0121, 0.0639, 0.0566, 0.0777, -0.0159, -0.0307, 0.0471, 0.0777, 0.173, 0.1645, 0.0913, -0.0205, 0.0202, 0.0302, 0.0161, 0.0229, 0.0496, 0.0311, -0.0871, -0.0232, -0.0482, -0.1221, -0.1887, -0.2143, -0.1636, -0.2236, -0.2061, -0.2154, -0.2055, -0.237, -0.2518, -0.245, -0.2246, -0.2059, -0.2327, -0.223, -0.26, -0.2909, -0.3077, -0.3468, -0.3555, -0.3686, -0.3271, -0.353, -0.3407, -0.3477, -0.3373, -0.3361, -0.3209, -0.3588, -0.3709, -0.3334, -0.3193, -0.3061, -0.3279, -0.3729, -0.3427, -0.338, 0.0, 0.1848, 0.2679, 0.2738, 0.3182, 0.3068, 0.3189, 0.3166, 0.3146, 0.2218, 0.2566, 0.1768, 0.2318, 0.2207, 0.2163, 0.2698, 0.2937, 0.2625, 0.2348, 0.287, 0.3095, 0.2564, 0.308, 0.2895, 0.3404, 0.3068, 0.3364, 0.2896, 0.3275, 0.3029, 0.2871, 0.2673, 0.2261, 0.1652, 0.2848, 0.352, 0.3748, 0.3343, 0.3614, 0.3407, 0.3902, 0.3839, 0.4366, 0.4511, 0.4861, 0.4998, 0.5154, 0.792, 0.7529, 0.6643, 0.6296, 0.6371, 0.5489, 0.4966, 0.4857, 0.5186, 0.5439, 0.5516, 0.5029, 0.5195, 0.4888, 0.4623, 0.4057, 0.4005, 0.3562, 0.3273, 0.2611, 0.222, 0.2068, 0.2409, 0.2246, 0.1895, 0.1707, 0.1679, 0.1609, 0.1586, 0.1404, 0.0457, 0.0577, 0.0591, 0.0236, 0.0111, 0.0041, 0.0139, 0.0573, 0.0604, 0.092, 0.0763, 0.0879, 0.0879, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2027476602590777799", "ticker_idx": 0, "ts": "2026-02-27T20:11:05+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm going to make a lot of money on this one", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR; author disagrees with market's bearish differentiation narrative and expects significant upside.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AlexandrG1980 If this is the reasoning that the market is relying on to keep the stock price so low then I’m going to make a lot of money on this one.", "reply_text": null, "parent_text": "@A_May_MD $NKTR drug clearly works but i hardly can imagine it could compete with current data (which lacks differentiation) for meaningful mkt share", "quoted_text": null, "parent_author": "AlexandrG1980", "ret_m1d": -0.04465064774087313, "ret_signed_m1d": -0.04465064774087313, "alpha_spy_m1d": -0.04947575849596675, "alpha_c_m1d": -0.02729735486259588, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": -0.01735329287827725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008988151876042405, "ret_signed_p1d": -0.008988151876042405, "alpha_spy_p1d": -0.009556764308752852, "alpha_c_p1d": 0.0014363144268035866, "bench_spy_p1d": 0.0005686124327104469, "bench_c_p1d": -0.010424466302845992, "ret_p1w": 0.0249346695796544, "ret_signed_p1w": 0.0249346695796544, "alpha_spy_p1w": 0.044774565420805046, "alpha_c_p1w": 0.0717510886233641, "bench_spy_p1w": -0.019839895841150645, "bench_c_p1w": -0.0468164190437097, "ret_p1m": -0.05407369056845179, "ret_signed_p1m": -0.05407369056845179, "alpha_spy_p1m": 0.022157853566275643, "alpha_c_p1m": 0.044482787158010906, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.0985564777264627, "ret_p3m": -0.05943760371104001, "ret_signed_p3m": -0.05943760371104001, "alpha_spy_p3m": -0.16520586690820194, "alpha_c_p3m": 0.003705509118359429, "bench_spy_p3m": 0.10576826319716193, "bench_c_p3m": -0.06314311282939944, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05407369056845179, "alpha_spy_stated": 0.022157853566275643, "alpha_c_stated": 0.044482787158010906, "price_path": [-0.1251, -0.0477, -0.0547, -0.1141, -0.2048, -0.1718, -0.1637, -0.1751, -0.1696, -0.1479, -0.1629, -0.2589, -0.207, -0.2273, -0.2873, -0.3414, -0.3621, -0.321, -0.3697, -0.3555, -0.363, -0.355, -0.3805, -0.3926, -0.3871, -0.3705, -0.3553, -0.3771, -0.3692, -0.3992, -0.4243, -0.438, -0.4697, -0.4768, -0.4874, -0.4538, -0.4748, -0.4648, -0.4704, -0.462, -0.461, -0.4487, -0.4794, -0.4893, -0.4588, -0.4474, -0.4366, -0.4543, -0.4909, -0.4664, -0.4626, -0.1882, -0.0381, 0.0293, 0.0341, 0.0702, 0.0609, 0.0707, 0.0689, 0.0673, -0.0081, 0.0202, -0.0447, 0.0, -0.009, -0.0126, 0.0309, 0.0503, 0.0249, 0.0025, 0.0448, 0.0631, 0.02, 0.0619, 0.0468, 0.0881, 0.0609, 0.085, 0.047, 0.0777, 0.0577, 0.0449, 0.0288, -0.0046, -0.0541, 0.0431, 0.0976, 0.1161, 0.0832, 0.1052, 0.0884, 0.1286, 0.1235, 0.1663, 0.178, 0.2064, 0.2176, 0.2302, 0.4548, 0.423, 0.3511, 0.323, 0.3291, 0.2575, 0.215, 0.2061, 0.2328, 0.2534, 0.2596, 0.2201, 0.2335, 0.2086, 0.1872, 0.1412, 0.137, 0.101, 0.0776, 0.0238, -0.008, -0.0203, 0.0074, -0.0058, -0.0344, -0.0496, -0.0519, -0.0576, -0.0594, -0.0742, -0.1511, -0.1413, -0.1402, -0.169, -0.1792, -0.1848, -0.1769, -0.1416, -0.1392, -0.1135, -0.1263, -0.1168, -0.1168, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2064476750810153326", "ticker_idx": 0, "ts": "2026-06-09T22:36:28+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY Ebgylss approved for Q8Wk dosing", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short APGE as severely overvalued after OX40 black-box signal, lead candidate failure, and LLY competitor gaining favorable label; incidental LLY positive on Ebgylss Q8W approval.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$LLY Ebgylss approved for Q8Wk dosing. \n\nIsn’t sparser dosing $APGE’s only remaining bull case after the OX40 and “higher dose superiority” thesis both just died?  (APGE targets the exact same epitope on IL-13 that Ebgylss does). \n\n$APGE is severely overvalued.\n\n---\n\n“Wow! Why is $APGE up so much over the last year?”\n\n“Well, their OX40 candidate got new a black box cancer signal, their lead candidate failed to improve upon existing SOC, and their biggest competitor got a more favorable label.”\n\nOk. https://t.co/zfQd7ujNYZ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007312810642182699, "ret_signed_m1d": 0.007312810642182699, "alpha_spy_m1d": -0.008705286172435045, "alpha_c_m1d": -0.008705286172435045, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.016018096814617744, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02163024029172189, "ret_signed_p1d": 0.02163024029172189, "alpha_spy_p1d": 0.004633392404973957, "alpha_c_p1d": 0.004633392404973957, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.016996847886747934, "ret_p1w": -0.021445475700609617, "ret_signed_p1w": -0.021445475700609617, "alpha_spy_p1w": -0.04285349385073556, "alpha_c_p1w": -0.04285349385073556, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.02140801815012594, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1217, -0.1415, -0.1346, -0.1311, -0.1827, -0.1935, -0.194, -0.2035, -0.2001, -0.2067, -0.195, -0.212, -0.2285, -0.2211, -0.192, -0.1615, -0.1781, -0.1856, -0.1821, -0.1625, -0.1609, -0.1747, -0.1834, -0.1896, -0.2049, -0.2059, -0.1856, -0.1919, -0.2067, -0.1905, -0.1939, -0.2235, -0.2372, -0.2322, -0.2522, -0.179, -0.1537, -0.1497, -0.1313, -0.1329, -0.1435, -0.1668, -0.1505, -0.1304, -0.1077, -0.1156, -0.1157, -0.1305, -0.1012, -0.1034, -0.0834, -0.0628, -0.063, -0.047, -0.0084, -0.0276, -0.0477, -0.0636, -0.0507, -0.0098, -0.0044, 0.0112, 0.0073, 0.0, 0.0216, -0.003, -0.0062, -0.0122, -0.0214, -0.0333, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2048751457357234375", "ticker_idx": 0, "ts": "2026-04-27T13:09:46+00:00", "symbol": "ORKA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I just got short $ORKA, so we will see how that one plays out", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Newly short ORKA; live position just initiated.", "resolved_tickers": ["ORKA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "?  My track record shorting is actually pretty impeccable.  $NTLA is down >90%.  I made millions shorting $HIMS.  And I just got short $ORKA, so we will see how that one plays out.  \n\nAlso crushed $VKTX and $IOVA last year. \n\nYou’re so delusional you can watch me win time and time again and still say I’m losing 🤷🏻‍♂️", "reply_text": null, "parent_text": "$ntla $orka $hims never been good at shorting, but I'm happy to pass on my title as 'worst biotech short on X' to @A_May_MD.", "quoted_text": null, "parent_author": "RNAiAnalyst", "ret_m1d": -0.0963476982479059, "ret_signed_m1d": 0.0963476982479059, "alpha_spy_m1d": 0.0946278733038387, "alpha_c_m1d": 0.10136642073653701, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.005018722488631111, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03141774505897077, "ret_signed_p1d": 0.03141774505897077, "alpha_spy_p1d": 0.02655175279185129, "alpha_c_p1d": 0.034066494579674034, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.002648749520703264, "ret_p1w": -0.1299908415305131, "ret_signed_p1w": 0.1299908415305131, "alpha_spy_p1w": 0.13396192588270717, "alpha_c_p1w": 0.1388434063864794, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.008852564855966305, "ret_p1m": -0.24086919568263554, "ret_signed_p1m": 0.24086919568263554, "alpha_spy_p1m": 0.2902141391748351, "alpha_c_p1m": 0.2780223137840193, "bench_spy_p1m": 0.04934494349219953, "bench_c_p1m": 0.037153118101383775, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24086919568263554, "alpha_spy_stated": 0.2902141391748351, "alpha_c_stated": 0.2780223137840193, "price_path": [-0.5533, -0.5431, -0.5397, -0.5384, -0.5519, -0.551, -0.5477, -0.568, -0.5887, -0.5674, -0.5646, -0.5696, -0.5783, -0.5727, -0.5783, -0.5722, -0.5776, -0.5756, -0.5766, -0.5638, -0.5345, -0.5382, -0.5507, -0.5495, -0.559, -0.5701, -0.542, -0.5658, -0.5684, -0.5595, -0.559, -0.5495, -0.5812, -0.4764, -0.4535, -0.4592, -0.4659, -0.4918, -0.4906, -0.4559, -0.4777, -0.4265, -0.4049, -0.4177, -0.4041, -0.3579, -0.3398, -0.3021, -0.2621, -0.2067, -0.1882, -0.1674, -0.2201, -0.1965, -0.1221, -0.1419, -0.122, -0.0978, -0.0984, -0.0967, -0.0878, -0.1132, -0.0963, 0.0, -0.0314, -0.1085, -0.1045, -0.1808, -0.13, -0.0974, -0.0864, -0.1613, -0.1545, -0.1402, -0.1537, -0.1729, -0.1635, -0.1893, -0.2363, -0.2473, -0.2058, -0.2317, -0.2066, -0.2269, -0.2409, -0.241, -0.2338, -0.2799, -0.277, -0.2512, -0.1847, -0.2127, -0.1614, -0.1238, -0.1618, -0.1037, -0.0851, -0.0986, -0.1136, -0.0721, -0.0721, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2043665929796473231", "ticker_idx": 0, "ts": "2026-04-13T12:21:41+00:00", "symbol": "SYRE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorted a little for a quick trade. +27% premarket seems a bit hot for me.", "tweet_type": "prediction", "timeline": "intraday", "summary": "Short SYRE on overreaction to uninformative open-label P2a data; long ABVX unaffected; PALI implied cheap vs SYRE's inflated market cap.", "resolved_tickers": ["SYRE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Kind of another one of those \"do I really have to post about this?\" things, but FWIW, $ABVX has absolutely no reason *AT ALL* to be concerned with the $SYRE data released this morning.\n\n$ABVX posted their P2a data (which $SYRE just posted this morning) ***EIGHT*** years ago.  An 8 year gap, but that's not all...\n\n$ABVX actually had a BLINDED study in P2a...$SYRE (for some reason???) did their P2a OPEN LABEL...no placebo group!   An open label study using a drug that has a mechanism of action (a4b7) that is already the single most-used ulcerative colitis drug in the world...........HELLO placebo response?\n\n$ABVX was testing a totally unknown MoA with no proof of concept whatsoever, and they STILL used a controlled study.  $SYRE's drug is a me-too copycat of the most-used UC drug of all time...Entyvio - and they don't include a placebo control in the study??? That's fine for what P2a is used for, but let's not pretend like these data mean anything (at all).  You can't take the biggest MoA in the world for a disease, give it to patients open label, and still act surprised when it \"works\".  \n\nAlso, the data just aren't even that impressive?\n\n$ABVX P2a, placebo controlled, unknown MoA, only 8 week induction endpoint, oral pill:  35% clinical remission (8 years ago)\n\n$SYRE P2a, no placebo control, world's #1 UC MoA, 12 week induction endpoint, IV infusion: 40% clinical remission (today)\n\nThe entire deck is stacked in $SYRE's favor in every possible way and they can only show a 40% remission number vs. ABVX's 35% from 8 years ago with everything stacked *against* them?  Ok 🤷‍♂️\n\nThis part is besides the $ABVX point, but $SYRE is also going to have to launch this drug against GENERIC Entyvio...!?!  $SYRE is adding >$1B in market cap on these open label P2a data this morning.  Why?\n\nMaybe they've got something useful in combination trials in the long run, but seriously:  Who cares about open label P2a infusion data with an a4b7 drug that's going to launch against the generic version of the ulcerative colitis GOAT (entyvio)? \n\n+27% premarket seems a bit hot for me.  Shorted a little for a quick trade.  The data this morning are fine, but they don't tell us anything new at all, so why should the stock add >$1B in value?  We already knew a4b7 worked, ESPECIALLY in an open label setting!\n\n---\n\n$SYRE +40% at open?  Glad to #short that.\n\n---\n\n$PALI $SYRE\n🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️\n\n---\n\n$SYRE is adding like 2-3 entire $PALI market caps on their open label data with a fully validated target.  \n\nTimelines are different, obviously, but as an investor/trader you’ve got to love inefficiencies like this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.18934723337379555, "ret_signed_m1d": 0.18934723337379555, "alpha_spy_m1d": 0.17966936260882282, "alpha_c_m1d": 0.1848868450743797, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.004460388299415863, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011695932876763404, "ret_signed_p1d": -0.011695932876763404, "alpha_spy_p1d": 0.0004889443330773346, "alpha_c_p1d": -0.005883939883204903, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.005811992993558501, "ret_p1w": 0.15994940506821154, "ret_signed_p1w": -0.15994940506821154, "alpha_spy_p1w": -0.12698051775935082, "alpha_c_p1w": -0.16366639531772476, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": -0.003716990249513219, "ret_p1m": 0.18602813928570794, "ret_signed_p1m": -0.18602813928570794, "alpha_spy_p1m": -0.11012084670550704, "alpha_c_p1m": -0.20035533466111, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": -0.014327195375402058, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.011695932876763404, "alpha_spy_stated": 0.0004889443330773346, "alpha_c_stated": -0.005883939883204903, "price_path": [-0.5162, -0.4816, -0.5017, -0.4759, -0.477, -0.4746, -0.4669, -0.4628, -0.4612, -0.4937, -0.4896, -0.4727, -0.4762, -0.4693, -0.4945, -0.4824, -0.4738, -0.4931, -0.4794, -0.4449, -0.4633, -0.4696, -0.4639, -0.4493, -0.4211, -0.4318, -0.4215, -0.4024, -0.3171, -0.3017, -0.3133, -0.3065, -0.318, -0.3202, -0.3284, -0.3667, -0.352, -0.3585, -0.3654, -0.3509, -0.343, -0.3441, -0.3613, -0.3695, -0.3035, -0.3054, -0.3194, -0.3313, -0.348, -0.3242, -0.3327, -0.278, -0.2489, -0.2523, -0.2821, -0.2028, -0.2271, -0.248, -0.2259, -0.1908, -0.1784, -0.1818, -0.1893, 0.0, 0.0117, 0.0904, 0.1016, 0.1539, 0.1599, 0.1264, 0.1538, 0.0944, 0.1012, 0.1364, 0.0847, 0.1362, 0.1767, 0.0972, 0.0926, 0.1223, 0.1538, 0.1554, 0.1861, 0.208, 0.186, 0.2061, 0.1957, 0.1841, 0.1076, 0.0529, 0.1367, 0.1746, 0.1704, 0.1641, 0.146, 0.1397, 0.1617, 0.1149, 0.0931, 0.162, 0.2404, 0.1641, 0.138, 0.2082, 0.1867, 0.2766, 0.2769, 0.321, 0.3183, 0.3828, 0.3828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2043665929796473231", "ticker_idx": 1, "ts": "2026-04-13T12:21:41+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX has absolutely no reason *AT ALL* to be concerned with the $SYRE data released this morning", "tweet_type": "prediction", "timeline": "intraday", "summary": "Short SYRE on overreaction to uninformative open-label P2a data; long ABVX unaffected; PALI implied cheap vs SYRE's inflated market cap.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Kind of another one of those \"do I really have to post about this?\" things, but FWIW, $ABVX has absolutely no reason *AT ALL* to be concerned with the $SYRE data released this morning.\n\n$ABVX posted their P2a data (which $SYRE just posted this morning) ***EIGHT*** years ago.  An 8 year gap, but that's not all...\n\n$ABVX actually had a BLINDED study in P2a...$SYRE (for some reason???) did their P2a OPEN LABEL...no placebo group!   An open label study using a drug that has a mechanism of action (a4b7) that is already the single most-used ulcerative colitis drug in the world...........HELLO placebo response?\n\n$ABVX was testing a totally unknown MoA with no proof of concept whatsoever, and they STILL used a controlled study.  $SYRE's drug is a me-too copycat of the most-used UC drug of all time...Entyvio - and they don't include a placebo control in the study??? That's fine for what P2a is used for, but let's not pretend like these data mean anything (at all).  You can't take the biggest MoA in the world for a disease, give it to patients open label, and still act surprised when it \"works\".  \n\nAlso, the data just aren't even that impressive?\n\n$ABVX P2a, placebo controlled, unknown MoA, only 8 week induction endpoint, oral pill:  35% clinical remission (8 years ago)\n\n$SYRE P2a, no placebo control, world's #1 UC MoA, 12 week induction endpoint, IV infusion: 40% clinical remission (today)\n\nThe entire deck is stacked in $SYRE's favor in every possible way and they can only show a 40% remission number vs. ABVX's 35% from 8 years ago with everything stacked *against* them?  Ok 🤷‍♂️\n\nThis part is besides the $ABVX point, but $SYRE is also going to have to launch this drug against GENERIC Entyvio...!?!  $SYRE is adding >$1B in market cap on these open label P2a data this morning.  Why?\n\nMaybe they've got something useful in combination trials in the long run, but seriously:  Who cares about open label P2a infusion data with an a4b7 drug that's going to launch against the generic version of the ulcerative colitis GOAT (entyvio)? \n\n+27% premarket seems a bit hot for me.  Shorted a little for a quick trade.  The data this morning are fine, but they don't tell us anything new at all, so why should the stock add >$1B in value?  We already knew a4b7 worked, ESPECIALLY in an open label setting!\n\n---\n\n$SYRE +40% at open?  Glad to #short that.\n\n---\n\n$PALI $SYRE\n🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️\n\n---\n\n$SYRE is adding like 2-3 entire $PALI market caps on their open label data with a fully validated target.  \n\nTimelines are different, obviously, but as an investor/trader you’ve got to love inefficiencies like this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0398153650009081, "ret_signed_m1d": 0.0398153650009081, "alpha_spy_m1d": 0.04949323576588083, "alpha_c_m1d": 0.04427575330032396, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.004460388299415863, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03701265834248613, "ret_signed_p1d": 0.03701265834248613, "alpha_spy_p1d": 0.024827781132645388, "alpha_c_p1d": 0.031200665348927625, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.005811992993558501, "ret_p1w": -0.05218031760822284, "ret_signed_p1w": -0.05218031760822284, "alpha_spy_p1w": -0.08514920491708355, "alpha_c_p1w": -0.04846332735870962, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": -0.003716990249513219, "ret_p1m": 0.0006594825872949794, "ret_signed_p1m": 0.0006594825872949794, "alpha_spy_p1m": -0.07524780999290592, "alpha_c_p1m": 0.014986677962697037, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": -0.014327195375402058, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.03701265834248613, "alpha_spy_stated": 0.024827781132645388, "alpha_c_stated": 0.031200665348927625, "price_path": [-0.057, -0.0273, -0.0138, 0.0305, -0.0372, -0.0347, -0.0204, -0.0107, 0.0191, 0.0067, -0.0035, -0.0199, -0.0604, -0.0641, -0.0838, -0.0812, -0.0659, -0.0638, -0.0874, -0.03, -0.0126, -0.0176, 0.012, 0.0266, 0.0303, 0.0356, 0.0467, 0.0736, 0.0745, 0.0956, 0.0575, 0.0167, -0.0152, -0.0002, -0.0676, -0.0842, -0.0374, -0.071, -0.0988, -0.0964, -0.0497, -0.0742, -0.0357, -0.0479, 0.0119, 0.0438, 0.0221, 0.0141, -0.008, -0.0486, -0.0918, -0.0875, -0.0975, -0.1553, -0.1633, -0.0821, -0.0523, -0.0242, -0.0152, -0.0398, -0.0194, 0.0361, 0.0398, 0.0, 0.037, 0.0014, 0.0096, -0.0095, -0.0522, -0.0814, -0.0439, -0.0685, -0.0556, -0.0776, -0.0943, -0.1242, -0.0324, -0.0305, -0.0345, 0.0204, 0.0431, 0.0275, 0.0118, 0.0068, 0.0007, 0.0049, -0.0026, -0.0559, -0.064, -0.0625, -0.0116, 0.0224, 0.0056, 0.042, 0.0694, 0.0675, 0.0933, 0.0691, -0.4024, -0.2569, -0.135, -0.1631, -0.1631, -0.1532, -0.1919, -0.1685, -0.2041, -0.19, -0.1963, -0.1744, -0.1827, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2043665929796473231", "ticker_idx": 2, "ts": "2026-04-13T12:21:41+00:00", "symbol": "PALI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SYRE is adding like 2-3 entire $PALI market caps on their open label data with a fully validated target. as an investor/trader you've got to love inefficiencies like this", "tweet_type": "prediction", "timeline": "intraday", "summary": "Short SYRE on overreaction to uninformative open-label P2a data; long ABVX unaffected; PALI implied cheap vs SYRE's inflated market cap.", "resolved_tickers": ["PALI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Kind of another one of those \"do I really have to post about this?\" things, but FWIW, $ABVX has absolutely no reason *AT ALL* to be concerned with the $SYRE data released this morning.\n\n$ABVX posted their P2a data (which $SYRE just posted this morning) ***EIGHT*** years ago.  An 8 year gap, but that's not all...\n\n$ABVX actually had a BLINDED study in P2a...$SYRE (for some reason???) did their P2a OPEN LABEL...no placebo group!   An open label study using a drug that has a mechanism of action (a4b7) that is already the single most-used ulcerative colitis drug in the world...........HELLO placebo response?\n\n$ABVX was testing a totally unknown MoA with no proof of concept whatsoever, and they STILL used a controlled study.  $SYRE's drug is a me-too copycat of the most-used UC drug of all time...Entyvio - and they don't include a placebo control in the study??? That's fine for what P2a is used for, but let's not pretend like these data mean anything (at all).  You can't take the biggest MoA in the world for a disease, give it to patients open label, and still act surprised when it \"works\".  \n\nAlso, the data just aren't even that impressive?\n\n$ABVX P2a, placebo controlled, unknown MoA, only 8 week induction endpoint, oral pill:  35% clinical remission (8 years ago)\n\n$SYRE P2a, no placebo control, world's #1 UC MoA, 12 week induction endpoint, IV infusion: 40% clinical remission (today)\n\nThe entire deck is stacked in $SYRE's favor in every possible way and they can only show a 40% remission number vs. ABVX's 35% from 8 years ago with everything stacked *against* them?  Ok 🤷‍♂️\n\nThis part is besides the $ABVX point, but $SYRE is also going to have to launch this drug against GENERIC Entyvio...!?!  $SYRE is adding >$1B in market cap on these open label P2a data this morning.  Why?\n\nMaybe they've got something useful in combination trials in the long run, but seriously:  Who cares about open label P2a infusion data with an a4b7 drug that's going to launch against the generic version of the ulcerative colitis GOAT (entyvio)? \n\n+27% premarket seems a bit hot for me.  Shorted a little for a quick trade.  The data this morning are fine, but they don't tell us anything new at all, so why should the stock add >$1B in value?  We already knew a4b7 worked, ESPECIALLY in an open label setting!\n\n---\n\n$SYRE +40% at open?  Glad to #short that.\n\n---\n\n$PALI $SYRE\n🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️🤷‍♂️\n\n---\n\n$SYRE is adding like 2-3 entire $PALI market caps on their open label data with a fully validated target.  \n\nTimelines are different, obviously, but as an investor/trader you’ve got to love inefficiencies like this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08542711370349709, "ret_signed_m1d": -0.08542711370349709, "alpha_spy_m1d": -0.07574924293852436, "alpha_c_m1d": -0.08096672540408123, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.004460388299415863, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03517584568207788, "ret_signed_p1d": 0.03517584568207788, "alpha_spy_p1d": 0.02299096847223714, "alpha_c_p1d": 0.029363852688519376, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.005811992993558501, "ret_p1w": 0.2562814010146568, "ret_signed_p1w": 0.2562814010146568, "alpha_spy_p1w": 0.22331251370579608, "alpha_c_p1w": 0.25999839126417, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": -0.003716990249513219, "ret_p1m": -0.03517590558624317, "ret_signed_p1m": -0.03517590558624317, "alpha_spy_p1m": -0.11108319816644407, "alpha_c_p1m": -0.020848710210841115, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": -0.014327195375402058, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.03517584568207788, "alpha_spy_stated": 0.02299096847223714, "alpha_c_stated": 0.029363852688519376, "price_path": [0.0, -0.0452, -0.0503, -0.0201, -0.1206, -0.1658, -0.0503, -0.1206, -0.0704, -0.0402, -0.0905, -0.0905, -0.1608, -0.191, -0.2513, -0.191, -0.1658, -0.206, -0.2462, -0.1759, -0.1357, -0.1307, -0.1256, -0.1256, -0.1307, -0.1457, -0.1508, -0.1809, -0.196, -0.191, -0.1005, -0.0452, -0.0704, -0.1106, -0.0905, -0.1508, -0.1256, -0.1759, -0.1809, -0.1256, -0.0352, 0.005, 0.0201, -0.0251, 0.0, 0.0, -0.0101, 0.0, -0.0503, -0.0402, 0.005, 0.005, -0.0151, 0.005, -0.1055, -0.1206, -0.0553, -0.0503, -0.0302, -0.0402, -0.0603, -0.005, -0.0854, 0.0, 0.0352, 0.1759, 0.1709, 0.206, 0.2563, 0.407, 0.1759, 0.0905, 0.0452, -0.0151, -0.0201, -0.0302, 0.005, 0.0, 0.0704, -0.0101, 0.005, 0.0, -0.0955, -0.0251, -0.0352, -0.0603, -0.0905, -0.0804, -0.0905, -0.0905, -0.0553, 0.0101, -0.0201, 0.0, 0.0402, 0.0352, 0.0653, 0.0452, -0.0653, -0.0302, -0.0302, -0.1256, -0.1256, -0.1508, -0.1558, -0.1055, -0.1407, -0.1508, -0.1055, -0.1156, -0.1156, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2049469880450134386", "ticker_idx": 0, "ts": "2026-04-29T12:44:31+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll have some ripe single digit prices to cover my shorts soon. Who knows, could even be today!", "tweet_type": "prediction", "timeline": "days", "summary": "Short NTLA; expects single-digit price soon given insufficient cash runway and heavily discounted raise.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$NTLA still holding $11.82 premarket right now somehow.  \n\nTo all the $NTLA cult shit-talkers - Enjoy double digits while they last.  It won’t be long. \n\nI’ll have some ripe single digit prices to cover my shorts soon.  Who knows, could even be today! https://t.co/yGFuWSLolq", "reply_text": null, "parent_text": null, "quoted_text": "$NTLA raised not even 1/3 of the amount of cash they need to have a reasonable runway at launch.  Only $150M of about $500M needed given their ~$100M/Q net burn.\n\nThey had to give an almost 20% discount to close just to raise that tiny chunk of cash from investors! 🤮 \n\nThat’s", "parent_author": null, "ret_m1d": 0.06066694519525906, "ret_signed_m1d": -0.06066694519525906, "alpha_spy_m1d": -0.060512411993452364, "alpha_c_m1d": -0.05366610491496049, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00700084028029857, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08316591987081834, "ret_signed_p1d": -0.08316591987081834, "alpha_spy_p1d": -0.0732162863432535, "alpha_c_p1d": -0.061113208893270876, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.022052710977547463, "ret_p1w": 0.11289680362385512, "ret_signed_p1w": -0.11289680362385512, "alpha_spy_p1w": -0.08162838186017973, "alpha_c_p1w": -0.09497466959818612, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.017922134025669, "ret_p1m": 0.13057453112480388, "ret_signed_p1m": -0.13057453112480388, "alpha_spy_p1m": -0.06747553760290104, "alpha_c_p1m": -0.08415892588263407, "bench_spy_p1m": 0.06309899352190285, "bench_c_p1m": 0.04641560524216981, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.11289680362385512, "alpha_spy_stated": -0.08162838186017973, "alpha_c_stated": -0.09497466959818612, "price_path": [0.1105, 0.1169, 0.0566, 0.0494, 0.0486, -0.0068, -0.1089, -0.0133, 0.0036, -0.043, -0.0358, -0.0663, -0.0462, -0.0181, 0.0028, 0.0478, 0.0157, 0.0575, 0.0912, 0.0783, 0.1474, 0.1073, 0.2407, 0.0932, 0.1105, 0.0566, 0.08, 0.1161, 0.0824, 0.0454, 0.0325, 0.0253, 0.0751, 0.0832, 0.0615, 0.0566, 0.0317, 0.0534, 0.0293, 0.0655, 0.0639, -0.006, -0.0639, 0.0301, 0.0663, 0.055, 0.0687, 0.0888, 0.1145, 0.1113, 0.084, 0.1458, 0.1876, 0.2005, 0.1378, 0.2013, 0.2222, 0.2302, 0.3315, 0.2752, 0.0952, 0.0478, 0.0607, 0.0, 0.0832, 0.0655, 0.1145, 0.0695, 0.1129, 0.1016, 0.1322, 0.1587, 0.1241, 0.1474, 0.0518, 0.0984, 0.0197, -0.0406, -0.0149, -0.006, 0.0125, 0.0133, 0.08, 0.0992, 0.1306, 0.1033, 0.055, 0.0462, 0.1852, 0.088, 0.084, 0.0358, -0.0197, -0.0076, -0.0269, 0.1989, 0.1691, 0.2214, 0.2591, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046190347051487705", "ticker_idx": 0, "ts": "2026-04-20T11:32:49+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bull case unlocked!!!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR after high-dose SALT<20 result of 27.6% unlocks the bull case.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$NKTR 27.6% SALT&lt;20 at the high dose.\n\nBull case unlocked!!! https://t.co/dqeb6qstJn", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15435972196615622, "ret_signed_m1d": -0.15435972196615622, "alpha_spy_m1d": -0.15636346403455137, "alpha_c_m1d": -0.16372076456521378, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.009361042599057567, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021823565972215575, "ret_signed_p1d": -0.021823565972215575, "alpha_spy_p1d": -0.015276673123676088, "alpha_c_p1d": -0.011648555670825012, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.010175010301390564, "ret_p1w": -0.13562531955455281, "ret_signed_p1w": -0.13562531955455281, "alpha_spy_p1w": -0.14472629927882774, "alpha_c_p1w": -0.10876335032199369, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.026861969232559124, "ret_p1m": -0.3265570218370989, "ret_signed_p1m": -0.3265570218370989, "alpha_spy_p1m": -0.3618460910083784, "alpha_c_p1m": -0.3258787499203405, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.0006782719167583995, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3265570218370989, "alpha_spy_stated": -0.3618460910083784, "alpha_c_stated": -0.3258787499203405, "price_path": [-0.6245, -0.639, -0.6321, -0.636, -0.6302, -0.6295, -0.621, -0.6422, -0.6489, -0.628, -0.6201, -0.6128, -0.6249, -0.65, -0.6332, -0.6306, -0.442, -0.3388, -0.2925, -0.2892, -0.2644, -0.2708, -0.264, -0.2653, -0.2664, -0.3182, -0.2988, -0.3433, -0.3126, -0.3188, -0.3213, -0.2914, -0.278, -0.2955, -0.3109, -0.2818, -0.2693, -0.2989, -0.2701, -0.2804, -0.252, -0.2708, -0.2542, -0.2803, -0.2592, -0.2729, -0.2817, -0.2928, -0.3158, -0.3498, -0.283, -0.2455, -0.2328, -0.2554, -0.2403, -0.2518, -0.2242, -0.2277, -0.1983, -0.1902, -0.1707, -0.163, -0.1544, 0.0, -0.0218, -0.0713, -0.0906, -0.0864, -0.1356, -0.1648, -0.1709, -0.1526, -0.1384, -0.1341, -0.1613, -0.1521, -0.1692, -0.184, -0.2155, -0.2184, -0.2431, -0.2593, -0.2963, -0.3181, -0.3266, -0.3075, -0.3166, -0.3362, -0.3467, -0.3483, -0.3522, -0.3535, -0.3636, -0.4164, -0.4098, -0.409, -0.4288, -0.4358, -0.4397, -0.4342, -0.41, -0.4083, -0.3906, -0.3994, -0.3929, -0.3929, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2049453513273393643", "ticker_idx": 0, "ts": "2026-04-29T11:39:29+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NTLA should break offering price easily IMO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects NTLA to fall below its offering price of $10.75.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Cpacmanburrows Yet.  $NTLA should break offering price easily IMO.", "reply_text": null, "parent_text": "@A_May_MD Surprised it didn’t drop further at 10.75 pricing 🤢", "quoted_text": null, "parent_author": "Cpacmanburrows", "ret_m1d": 0.06066694519525906, "ret_signed_m1d": -0.06066694519525906, "alpha_spy_m1d": -0.060512411993452364, "alpha_c_m1d": -0.05366610491496049, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00700084028029857, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08316591987081834, "ret_signed_p1d": -0.08316591987081834, "alpha_spy_p1d": -0.0732162863432535, "alpha_c_p1d": -0.061113208893270876, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.022052710977547463, "ret_p1w": 0.11289680362385512, "ret_signed_p1w": -0.11289680362385512, "alpha_spy_p1w": -0.08162838186017973, "alpha_c_p1w": -0.09497466959818612, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.017922134025669, "ret_p1m": 0.13057453112480388, "ret_signed_p1m": -0.13057453112480388, "alpha_spy_p1m": -0.06747553760290104, "alpha_c_p1m": -0.08415892588263407, "bench_spy_p1m": 0.06309899352190285, "bench_c_p1m": 0.04641560524216981, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13057453112480388, "alpha_spy_stated": -0.06747553760290104, "alpha_c_stated": -0.08415892588263407, "price_path": [0.1105, 0.1169, 0.0566, 0.0494, 0.0486, -0.0068, -0.1089, -0.0133, 0.0036, -0.043, -0.0358, -0.0663, -0.0462, -0.0181, 0.0028, 0.0478, 0.0157, 0.0575, 0.0912, 0.0783, 0.1474, 0.1073, 0.2407, 0.0932, 0.1105, 0.0566, 0.08, 0.1161, 0.0824, 0.0454, 0.0325, 0.0253, 0.0751, 0.0832, 0.0615, 0.0566, 0.0317, 0.0534, 0.0293, 0.0655, 0.0639, -0.006, -0.0639, 0.0301, 0.0663, 0.055, 0.0687, 0.0888, 0.1145, 0.1113, 0.084, 0.1458, 0.1876, 0.2005, 0.1378, 0.2013, 0.2222, 0.2302, 0.3315, 0.2752, 0.0952, 0.0478, 0.0607, 0.0, 0.0832, 0.0655, 0.1145, 0.0695, 0.1129, 0.1016, 0.1322, 0.1587, 0.1241, 0.1474, 0.0518, 0.0984, 0.0197, -0.0406, -0.0149, -0.006, 0.0125, 0.0133, 0.08, 0.0992, 0.1306, 0.1033, 0.055, 0.0462, 0.1852, 0.088, 0.084, 0.0358, -0.0197, -0.0076, -0.0269, 0.1989, 0.1691, 0.2214, 0.2591, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2048827362033177025", "ticker_idx": 0, "ts": "2026-04-27T18:11:23+00:00", "symbol": "ORKA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "By any rational metric this stock looks hideously overvalued. In reality you are more likely looking at $1B peak, plus further dilution making the current price more like ~$7B. That would be 7x peak sales, at a P2a stage", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ORKA: me-too MoA, lower efficacy than Skyrizi KNOCKOUT, biosimilar competition, tiny real TAM, and hideously overvalued at 7x realistic peak sales with P2a data.", "resolved_tickers": ["ORKA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Awesome - Some $ORKA takes to engage with!  Let's have at it.\n\n1) The KNOCKOUT study of Skyrizi showed a *higher* PASI100 response rate than what $ORKA did today.  So what did we learn that is new about ORKA that would justify it going up?  It didn't beat similar dosing of the on-market competitor - it actually came in lower.  That's bullish?  What's to stop $ABBV from running a quick label expansion study if this is such a big opportunity?\n\nOh, and what about ABBV's next generation IL23 that is already in studies, ABBV-547?  Will $ORKA be glad to compete against that?  What if they are both coming to market at the same time?  Is $ORKA's value halved because of that?  This is a hazard of developing a drug against a target that EVERYONE has known about for over a decade.  Everyone else can do it.\n\n2)  Convenience?  $ORKA offers 1 or 2 injections a year versus 4 with skyrizi.  This is absolutely *nothing* against an entrenched competitor that will also go generic shortly after $ORKA's launch (assuming they do launch this).  These drugs cost >$50,000/year.  It would be highly irresponsible of doctors to prescribe this drug at that expense just for 2 or 3 fewer shots per year.  Financial malpractice.  \n\nThe VAST majority of patients are controllable by the existing options (cosentyx, taltz, skyrizi, tremfya, bimzelx, icotyde).  4 out of those 6 drugs will be biosimilar right around the time of the $ORKA launch.  If patients have to step through even 2 of those drugs (as they ASBOLUTELY SHOULD), 95%+ of the market will be eliminated immediately.  \n\nConvenience of a fewer shots per year at the expense of  hundreds of thousands of dollars of treatments per patient...absolutely RIDICULOUS.  Supporting this type of medical expenditure when it isn't necessary is borderline immoral. \n\n3)  How would ABBV pushing a higher dose of their own drug cannibalize their own drug?  This just literally does not make any sense at all.  But besides the fact that literally just doesn't even make basic sense...again, ABBV already has their *own* next gen IL23 mAb with higher potency and a longer half life just like $ORKA...are you factoring that competitor in too?  I doubt it. \n\n4)  ORKA-002 has all the same problems as 001.  If there is no need for the drug, then there is no need.  It doesn't matter if the new, unnecessary drug targets IL23 or IL17.  We will have MULTIPLE generic versions of BOTH.\n\nYou cited the risk to your thesis being that the PASI100 is not differentiated.  Well it was lower than KNOCKOUT with skyrizi and roughly the same as Bimzelx (again, already on the market for years).  So again, why should the stock be up?  What bar did it hurdle?\n\nYou also cite Skyrizi as a $17.5B franchise...This is wrong for $ORKA.  \n\nActually only about $10B of Skyrizi sales right now are in psoriasis.  $ORKA is specifically prevented from using their drug in other diseases like UC/Crohn's which make up a huge chunk of the Skyrizi revenues.  So your TAM shrinks yet again, by almost half!\n\nNow let's look at Bimzelx as a market comp.  Bimzelx actually brought a *new* MoA to the market (IL17A/F) and accomplished the highest PASI100 rate ever seen at the time (roughly the same in P3 as what $ORKA just showed in a small P2a today).   So, it actually offered something both new and better than what the market had when Bimzelx enterred..  In 2025 it did $2.2B in sales, but only ~half of that was in psoriasis (vs its other large indication of HS).\n\nConsensus peak sales estimates for Bimzelx are around $6B, including HS and Pso.  Let's halve it to get Pso peak sales ~$3B. \n\n$3B in peak sales for a new MoA drug with better efficacy than anything else on the market at the time that entered against ZERO biosimilar competition from Cosentyx, Taltz, Skyrizi, or Tremfya, and entered the market in 2023, likely 7+ years BEFORE $ORKA will have a chance to get to market.  And since then, another supposed megablockbuster drug has also launched into the psoriasis market with Icotyde.  Just how many megablockbusters can this market handle???\n\nSo, with all of those massive tailwinds for Bimzelx, it can only muster ~$3B in peak Pso sales?  What is $ORKA going to do with a me-four MoA going against a stacked roster of biosimilar and 2 megablockbuster branded drugs 7 years later?  Isn't even $3B peak sales *far* too generous by this comp?  Is $2B too generous?\n\nWell at $80/share right now $ORKA's fd market cap is ~5.4B (that's using the share count directly from their own deck).  That does not include significant dilution they will need to encounter to get through P3 studies.  But let's be overly generous and totally ignore the dilution needs AND graciously assume $2B peak sales.\n\nWith P2a data in hand, this would be trading at >2.5x peak sales?  With P2a data???  And again, I do not even believe the narrative that this gets $2B peak sales against 4 generic blockbusters, 2 branded blockbusters, and whatever other next-gen IL23 the likes of ABBV and JNJ will bring to the market over time.  \n\nIn reality you are more likely looking at $1B peak, plus further dilution making the current price more like ~$7B.  That would be 7x peak sales, at a P2a stage...(again, these are *my* numbers).  That's more than they'd get for late phase M&A premium already.\n\nBy any rational metric this stock looks hideously overvalued.  You have to simply believe that the American medical system and the docs who work in it are willing to totally ignore billions of dollars in healthcare expenses just so some people can have 2-3 fewer near pain free injections per year...Ridiculous.  As someone who is sick of dealing with prior auth BS all the time (like all doctors/healthcare teams are), I'm telling you we are going to prescribe this biosimilars like hotcakes.  \n\nAnd that's the way it SHOULD be.  That is how the system is SUPPOSED to work.  There should not be massive financial rewards for copy/pasting decade old medical science into new drugs with *minute* points of differentiation.  We should be seeking to reward innovation, not junk like this.  If the argument is that the drug should be developed to serve the perhaps 1% of the psoriasis TAM that we can't get under control with all available options that we have right now, then yeah, sure, let's help those patients.  But let's also be realistic about what that TAM is.  Small.  Fair valuations should reflect that.", "reply_text": null, "parent_text": "@A_May_MD This is what I shared yesterday with @jfais20  - when I can, I will add more color. ORKA (L). I wanted to share some thoughts as to why I am still adding to ORKA at these levels and is one of my top positions (current avg. cost $25 with recent additions). \n\nIn my view, it is the", "quoted_text": null, "parent_author": "JoseRestonVA", "ret_m1d": -0.0963476982479059, "ret_signed_m1d": 0.0963476982479059, "alpha_spy_m1d": 0.0946278733038387, "alpha_c_m1d": 0.10136642073653701, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.005018722488631111, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03141774505897077, "ret_signed_p1d": 0.03141774505897077, "alpha_spy_p1d": 0.02655175279185129, "alpha_c_p1d": 0.034066494579674034, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.002648749520703264, "ret_p1w": -0.1299908415305131, "ret_signed_p1w": 0.1299908415305131, "alpha_spy_p1w": 0.13396192588270717, "alpha_c_p1w": 0.1388434063864794, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.008852564855966305, "ret_p1m": -0.24086919568263554, "ret_signed_p1m": 0.24086919568263554, "alpha_spy_p1m": 0.2902141391748351, "alpha_c_p1m": 0.2780223137840193, "bench_spy_p1m": 0.04934494349219953, "bench_c_p1m": 0.037153118101383775, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24086919568263554, "alpha_spy_stated": 0.2902141391748351, "alpha_c_stated": 0.2780223137840193, "price_path": [-0.5533, -0.5431, -0.5397, -0.5384, -0.5519, -0.551, -0.5477, -0.568, -0.5887, -0.5674, -0.5646, -0.5696, -0.5783, -0.5727, -0.5783, -0.5722, -0.5776, -0.5756, -0.5766, -0.5638, -0.5345, -0.5382, -0.5507, -0.5495, -0.559, -0.5701, -0.542, -0.5658, -0.5684, -0.5595, -0.559, -0.5495, -0.5812, -0.4764, -0.4535, -0.4592, -0.4659, -0.4918, -0.4906, -0.4559, -0.4777, -0.4265, -0.4049, -0.4177, -0.4041, -0.3579, -0.3398, -0.3021, -0.2621, -0.2067, -0.1882, -0.1674, -0.2201, -0.1965, -0.1221, -0.1419, -0.122, -0.0978, -0.0984, -0.0967, -0.0878, -0.1132, -0.0963, 0.0, -0.0314, -0.1085, -0.1045, -0.1808, -0.13, -0.0974, -0.0864, -0.1613, -0.1545, -0.1402, -0.1537, -0.1729, -0.1635, -0.1893, -0.2363, -0.2473, -0.2058, -0.2317, -0.2066, -0.2269, -0.2409, -0.241, -0.2338, -0.2799, -0.277, -0.2512, -0.1847, -0.2127, -0.1614, -0.1238, -0.1618, -0.1037, -0.0851, -0.0986, -0.1136, -0.0721, -0.0721, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021205521072554307", "ticker_idx": 0, "ts": "2026-02-10T12:52:03+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A higher proportion of patients achieve EASI75 responses at 1 year on Rezpeg than on Dupixent", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NKTR: rough calc suggests Rezpeg outperforms Dupixent on 1-year EASI75 maintenance, surprising upside.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "Lot's caveats to this as it's a rough calculation, but given higher maintenance of EASI75 responses on $NKTR Q12W regimen and a very similar absolute rate of EASI75 on induction when compare to Dupixent...\n\n...A higher proportion of patients achieve EASI75 responses at 1 year on Rezpeg than on Dupixent.\n\nAgain, caveat emptor and further details on the data could change this a little, but...who had this on their bingo card??", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.3380357197352818, "ret_signed_m1d": -0.3380357197352818, "alpha_spy_m1d": -0.34067983862089546, "alpha_c_m1d": -0.3444092459528999, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0063735262176181084, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18482140132359093, "ret_signed_p1d": 0.18482140132359093, "alpha_spy_p1d": 0.18505252346725543, "alpha_c_p1d": 0.17889855437995394, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0059228469436369835, "ret_p1w": 0.3067857197352819, "ret_signed_p1w": 0.3067857197352819, "alpha_spy_p1w": 0.31520913337476864, "alpha_c_p1w": 0.29172105727127273, "bench_spy_p1w": -0.008423413639486732, "bench_c_p1w": 0.01506466246400917, "ret_p1m": 0.2564285823277064, "ret_signed_p1m": 0.2564285823277064, "alpha_spy_p1m": 0.29408101256773833, "alpha_c_p1m": 0.28971256353510066, "bench_spy_p1m": -0.03765243024003195, "bench_c_p1m": -0.033283981207394286, "ret_p3m": 0.4005357197352819, "ret_signed_p3m": 0.4005357197352819, "alpha_spy_p3m": 0.3310738079021296, "alpha_c_p3m": 0.4577069847640892, "bench_spy_p3m": 0.06946191183315231, "bench_c_p3m": -0.05717126502880732, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2564285823277064, "alpha_spy_stated": 0.29408101256773833, "alpha_c_stated": 0.28971256353510066, "price_path": [-0.0005, 0.0352, 0.0582, 0.0298, -0.0366, 0.0121, 0.0639, 0.0566, 0.0777, -0.0159, -0.0307, 0.0471, 0.0777, 0.173, 0.1645, 0.0913, -0.0205, 0.0202, 0.0302, 0.0161, 0.0229, 0.0496, 0.0311, -0.0871, -0.0232, -0.0482, -0.1221, -0.1887, -0.2143, -0.1636, -0.2236, -0.2061, -0.2154, -0.2055, -0.237, -0.2518, -0.245, -0.2246, -0.2059, -0.2327, -0.223, -0.26, -0.2909, -0.3077, -0.3468, -0.3555, -0.3686, -0.3271, -0.353, -0.3407, -0.3477, -0.3373, -0.3361, -0.3209, -0.3588, -0.3709, -0.3334, -0.3193, -0.3061, -0.3279, -0.3729, -0.3427, -0.338, 0.0, 0.1848, 0.2679, 0.2738, 0.3182, 0.3068, 0.3189, 0.3166, 0.3146, 0.2218, 0.2566, 0.1768, 0.2318, 0.2207, 0.2163, 0.2698, 0.2937, 0.2625, 0.2348, 0.287, 0.3095, 0.2564, 0.308, 0.2895, 0.3404, 0.3068, 0.3364, 0.2896, 0.3275, 0.3029, 0.2871, 0.2673, 0.2261, 0.1652, 0.2848, 0.352, 0.3748, 0.3343, 0.3614, 0.3407, 0.3902, 0.3839, 0.4366, 0.4511, 0.4861, 0.4998, 0.5154, 0.792, 0.7529, 0.6643, 0.6296, 0.6371, 0.5489, 0.4966, 0.4857, 0.5186, 0.5439, 0.5516, 0.5029, 0.5195, 0.4888, 0.4623, 0.4057, 0.4005, 0.3562, 0.3273, 0.2611, 0.222, 0.2068, 0.2409, 0.2246, 0.1895, 0.1707, 0.1679, 0.1609, 0.1586, 0.1404, 0.0457, 0.0577, 0.0591, 0.0236, 0.0111, 0.0041, 0.0139, 0.0573, 0.0604, 0.092, 0.0763, 0.0879, 0.0879, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026268436536361281", "ticker_idx": 0, "ts": "2026-02-24T12:10:16+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "19.7% at 24 weeks for $NVO triple G looks quite good. Probably a few % points better than $LLY triple G at 24-week timepoint", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NVO triple G data at 24 weeks looks favorable vs LLY's comparable data; implied bullish lean on NVO.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Cross trial and China data caveats, but 19.7% at 24 weeks for $NVO triple G looks quite good.  Probably a few % points better than $LLY triple G at 24-week timepoint. https://t.co/ylgf4vTEOq", "reply_text": null, "parent_text": null, "quoted_text": "$NVO announces topline results from a Chinese Ph. 2 trial of UBT251, a triple agonist of the receptors for GLP-1, GIP, and glucagon (triple G). $LLY \n\nUBT251 led to a statistically significant mean weight loss of up to 19.7% after 24 wks. \n\nhttps://t.co/4F1XMC2jmO", "parent_author": null, "ret_m1d": 0.026950002843746157, "ret_signed_m1d": 0.026950002843746157, "alpha_spy_m1d": 0.03416602860911988, "alpha_c_m1d": 0.03416602860911988, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.007216025765373724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01114287339283504, "ret_signed_p1d": -0.01114287339283504, "alpha_spy_p1d": -0.019581179693373474, "alpha_c_p1d": -0.019581179693373474, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.008438306300538434, "ret_p1w": -0.05001304024131359, "ret_signed_p1w": -0.05001304024131359, "alpha_spy_p1w": -0.039800052591149715, "alpha_c_p1w": -0.039800052591149715, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.010212987650163874, "ret_p1m": -0.05856436422290667, "ret_signed_p1m": -0.05856436422290667, "alpha_spy_p1m": -0.016757138716700704, "alpha_c_p1m": -0.016757138716700704, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04180722550620597, "ret_p3m": 0.18711214248859043, "ret_signed_p3m": 0.18711214248859043, "alpha_spy_p3m": 0.09212419791328164, "alpha_c_p3m": 0.09212419791328164, "bench_spy_p3m": 0.09498794457530879, "bench_c_p3m": 0.09498794457530879, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05856436422290667, "alpha_spy_stated": -0.016757138716700704, "alpha_c_stated": -0.016757138716700704, "price_path": [0.2335, 0.2343, 0.1653, 0.2195, 0.2622, 0.2788, 0.255, 0.2291, 0.2327, 0.2436, 0.2402, 0.212, 0.2013, 0.2711, 0.3032, 0.3003, 0.3053, 0.2687, 0.2379, 0.2337, 0.2462, 0.2464, 0.3374, 0.362, 0.3579, 0.3338, 0.3273, 0.3185, 0.3576, 0.4281, 0.4579, 0.4659, 0.4859, 0.524, 0.5512, 0.5455, 0.5266, 0.4802, 0.6152, 0.5724, 0.5372, 0.6126, 0.6134, 0.6579, 0.6297, 0.5634, 0.5374, 0.54, 0.5271, 0.3034, 0.2229, 0.1231, 0.2345, 0.2793, 0.2729, 0.263, 0.2679, 0.2845, 0.2793, 0.2757, 0.2555, 0.2288, 0.027, 0.0, -0.0111, -0.0251, -0.0295, -0.0215, -0.05, -0.0023, 0.0124, -0.0003, 0.0308, 0.0034, 0.0062, -0.0148, -0.0163, -0.0003, -0.0041, -0.0295, -0.0391, -0.0534, -0.0459, -0.0441, -0.0586, -0.0568, -0.0661, -0.052, -0.0128, -0.02, -0.0066, -0.0149, -0.0085, 0.0103, 0.0058, 0.0079, 0.0203, 0.0563, 0.0963, 0.0995, 0.0885, 0.0869, 0.059, 0.0517, 0.0348, 0.106, 0.1068, 0.106, 0.0823, 0.1342, 0.1788, 0.1925, 0.2054, 0.2293, 0.2304, 0.2376, 0.2465, 0.2626, 0.2647, 0.2304, 0.2019, 0.1895, 0.1895, 0.2108, 0.1925, 0.2078, 0.1871, 0.1968, 0.2226, 0.2245, 0.1839, 0.153, 0.1283, 0.1753, 0.1541, 0.102, 0.1334, 0.15, 0.1809, 0.1788, 0.1799, 0.1699, 0.1691, 0.1602, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065792866648023406", "ticker_idx": 0, "ts": "2026-06-13T13:46:14+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX has neither. Preclinical toxicology ruled out genotoxicity. The methotrexate example you provide is actually one that is an excellent point for the $ABVX bull case.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: obefazimod has neither genotoxicity nor immunosuppression, so lacks the cancer-risk drivers seen with methotrexate — strengthens the bull case.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Methotrexate is severely genotoxic.  It’s literally chemotherapy for leukemia and used to abort early pregnancies it’s so genotoxic.\n\nThat genotoxicity = cancer risk whether it’s used at immunosuppressive doses or not.\n\nAgain, genotoxicity and immunosuppression are the two potential causes of carcinogenicity. $ABVX has neither.  Preclinical toxicology ruled out genotoxicity \n\nThe methotrexate example you provide is actually one that is an excellent point for the $ABVX bull case.", "reply_text": null, "parent_text": "@A_May_MD @Clarksterh Here is an example of a therapy that doesn’t increase serious infections (but non serious, does obefazimod doesn‘t increase non serious infection?) but increases cancer risk: \n\nhttps://t.co/rYEyBdfQG4 https://t.co/9NMpC0SaYx", "quoted_text": null, "parent_author": "cluelessbio", "ret_m1d": -0.017402799178671602, "ret_signed_m1d": -0.017402799178671602, "alpha_spy_m1d": -7.439779325557616e-05, "alpha_c_m1d": -0.02342018535577961, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007734603294398235, "ret_signed_p1d": -0.007734603294398235, "alpha_spy_p1d": -0.0017730404501641317, "alpha_c_p1d": -0.00806165576321527, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2492, 0.2886, 0.2619, 0.252, 0.2247, 0.1746, 0.1212, 0.1266, 0.1142, 0.0428, 0.033, 0.1332, 0.1701, 0.2047, 0.2159, 0.1854, 0.2107, 0.2792, 0.2837, 0.2346, 0.2803, 0.2363, 0.2464, 0.2229, 0.1702, 0.134, 0.1804, 0.15, 0.1659, 0.1388, 0.1182, 0.0812, 0.1946, 0.1969, 0.192, 0.2597, 0.2878, 0.2686, 0.2491, 0.2429, 0.2354, 0.2407, 0.2314, 0.1656, 0.1556, 0.1574, 0.2202, 0.2623, 0.2415, 0.2865, 0.3203, 0.3179, 0.3498, 0.3199, -0.2622, -0.0825, 0.0679, 0.0333, 0.0333, 0.0454, -0.0023, 0.0266, -0.0174, 0.0, -0.0077, 0.0192, 0.0091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026078909884715513", "ticker_idx": 0, "ts": "2026-02-23T23:37:09+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cagrisema was worse than $LLY by essentially the same margin we saw today", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NVO: cagrisema was already evidently inferior to LLY; market overpriced the drug; implicitly favors LLY.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "Who are the people who thought cagrisema was worth this much for $NVO?  I want to find and study them.\n\nThe cross trial comparison data that we already had clearly showed Cagrisema was worse than $LLY  by essentially the same margin we saw today…\n\nYou already hadn’t written this drug completely out of the valuation?  SERIOUSLY?!  Who are you people?  How can I become your counterparty?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015746327831974716, "ret_signed_m1d": 0.015746327831974716, "alpha_spy_m1d": 0.02296235359734844, "alpha_c_m1d": 0.02296235359734844, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.007216025765373724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012781277874344354, "ret_signed_p1d": -0.012781277874344354, "alpha_spy_p1d": -0.02121958417488279, "alpha_c_p1d": -0.02121958417488279, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.008438306300538434, "ret_p1w": -0.03302792262756693, "ret_signed_p1w": -0.03302792262756693, "alpha_spy_p1w": -0.022814934977403056, "alpha_c_p1w": -0.022814934977403056, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.010212987650163874, "ret_p1m": -0.12075039817558497, "ret_signed_p1m": -0.12075039817558497, "alpha_spy_p1m": -0.078943172669379, "alpha_c_p1m": -0.078943172669379, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04180722550620597, "ret_p3m": 0.023435041469632267, "ret_signed_p3m": 0.023435041469632267, "alpha_spy_p3m": -0.07155290310567652, "alpha_c_p3m": -0.07155290310567652, "bench_spy_p3m": 0.09498794457530879, "bench_c_p3m": 0.09498794457530879, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12075039817558497, "alpha_spy_stated": -0.078943172669379, "alpha_c_stated": -0.078943172669379, "price_path": [-0.0006, 0.0151, 0.0252, 0.0633, 0.0579, 0.0303, 0.0134, 0.0021, -0.0099, -0.0282, -0.0322, -0.0444, -0.0591, -0.0481, -0.0331, -0.0157, 0.0175, 0.01, -0.002, 0.0124, 0.0264, 0.0312, 0.0266, 0.0317, 0.0324, 0.0334, 0.0344, 0.0295, 0.0349, -0.0023, 0.0193, 0.0615, 0.0396, 0.0188, 0.0356, 0.0319, 0.0282, -0.0105, -0.0053, -0.0025, 0.0332, 0.0417, 0.0195, 0.0181, -0.0042, -0.0192, -0.0189, -0.0065, 0.0002, -0.0387, 0.0606, -0.0221, 0.0137, 0.0007, -0.0181, -0.0275, -0.0054, -0.0021, -0.0059, -0.0207, -0.0182, -0.0313, 0.0157, 0.0, -0.0128, -0.0193, 0.0094, -0.0232, -0.033, -0.037, -0.0565, -0.0497, -0.0324, -0.0391, -0.0406, -0.0623, -0.0548, -0.0509, -0.1073, -0.1191, -0.1196, -0.13, -0.1263, -0.1335, -0.1208, -0.1393, -0.1573, -0.1492, -0.1174, -0.0841, -0.1023, -0.1104, -0.1066, -0.0853, -0.0834, -0.0985, -0.108, -0.1148, -0.1316, -0.1326, -0.1105, -0.1173, -0.1335, -0.1158, -0.1195, -0.1518, -0.1668, -0.1613, -0.1832, -0.1032, -0.0756, -0.0712, -0.0511, -0.0529, -0.0645, -0.0899, -0.0721, -0.0502, -0.0253, -0.034, -0.0341, -0.0502, -0.0182, -0.0207, 0.0012, 0.0237, 0.0234, 0.0409, 0.0831, 0.0621, 0.0402, 0.0229, 0.0369, 0.0816, 0.0875, 0.1046, 0.1003, 0.0923, 0.1159, 0.089, 0.0855, 0.079, 0.0689, 0.056, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2020977718679175438", "ticker_idx": 0, "ts": "2026-02-09T21:46:50+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LLY and NVO should both be up more IMO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both LLY and NVO should be trading higher from current levels; author is bullish on both.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sharkbait_bio It hurts them both.  LLY and NVO should both be up more IMO, but I'm biased there.", "reply_text": null, "parent_text": "@A_May_MD What are the odds they let it go this long because it hurt LLY less than NVO..? So clearly illegal", "quoted_text": null, "parent_author": "sharkbait_bio", "ret_m1d": 0.0191902194964666, "ret_signed_m1d": 0.0191902194964666, "alpha_spy_m1d": 0.016546100610852932, "alpha_c_m1d": 0.016546100610852932, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0026441188856136666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009551224436058825, "ret_signed_p1d": -0.009551224436058825, "alpha_spy_p1d": -0.009320102292394328, "alpha_c_p1d": -0.009320102292394328, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": -0.0026699238391170166, "ret_signed_p1w": -0.0026699238391170166, "alpha_spy_p1w": 0.0057534898003697155, "alpha_c_p1w": 0.0057534898003697155, "bench_spy_p1w": -0.008423413639486732, "bench_c_p1w": -0.008423413639486732, "ret_p1m": -0.044994125821012365, "ret_signed_p1m": -0.044994125821012365, "alpha_spy_p1m": -0.007341695580980412, "alpha_c_p1m": -0.007341695580980412, "bench_spy_p1m": -0.03765243024003195, "bench_c_p1m": -0.03765243024003195, "ret_p3m": -0.03266136724884261, "ret_signed_p3m": -0.03266136724884261, "alpha_spy_p3m": -0.10212327908199492, "alpha_c_p3m": -0.10212327908199492, "bench_spy_p3m": 0.06946191183315231, "bench_c_p3m": 0.06946191183315231, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.044994125821012365, "alpha_spy_stated": -0.007341695580980412, "alpha_c_stated": -0.007341695580980412, "price_path": [-0.0995, -0.0583, -0.0369, -0.0085, -0.0035, 0.0003, -0.0032, 0.0049, 0.024, 0.0178, 0.0339, 0.0441, 0.0829, 0.0774, 0.0492, 0.0321, 0.0206, 0.0084, -0.0103, -0.0143, -0.0267, -0.0417, -0.0306, -0.0152, 0.0024, 0.0363, 0.0286, 0.0164, 0.0311, 0.0453, 0.0502, 0.0455, 0.0507, 0.0515, 0.0524, 0.0534, 0.0485, 0.054, 0.0161, 0.0381, 0.0811, 0.0587, 0.0376, 0.0546, 0.0509, 0.0471, 0.0078, 0.0131, 0.0159, 0.0522, 0.0609, 0.0383, 0.0368, 0.0142, -0.0012, -0.0008, 0.0119, 0.0187, -0.021, 0.0801, -0.0041, 0.0324, 0.0192, 0.0, -0.0096, 0.0129, 0.0163, 0.0125, -0.0027, -0.0001, -0.0135, 0.0345, 0.0184, 0.0054, -0.0012, 0.028, -0.0052, -0.0152, -0.0193, -0.0391, -0.0322, -0.0146, -0.0214, -0.0229, -0.045, -0.0373, -0.0334, -0.0908, -0.1028, -0.1034, -0.1139, -0.1102, -0.1175, -0.1045, -0.1234, -0.1418, -0.1336, -0.1012, -0.0672, -0.0857, -0.094, -0.0901, -0.0684, -0.0666, -0.0819, -0.0916, -0.0985, -0.1156, -0.1166, -0.0941, -0.101, -0.1175, -0.0995, -0.1032, -0.1362, -0.1515, -0.1459, -0.1682, -0.0867, -0.0586, -0.0541, -0.0336, -0.0354, -0.0472, -0.0731, -0.055, -0.0327, -0.0074, -0.0162, -0.0163, -0.0327, -0.0001, -0.0026, 0.0197, 0.0426, 0.0423, 0.0601, 0.103, 0.0817, 0.0594, 0.0417, 0.056, 0.1015, 0.1076, 0.1249, 0.1206, 0.1124, 0.1365, 0.1091, 0.1055, 0.0988, 0.0886, 0.0754, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2020977718679175438", "ticker_idx": 1, "ts": "2026-02-09T21:46:50+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LLY and NVO should both be up more IMO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both LLY and NVO should be trading higher from current levels; author is bullish on both.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sharkbait_bio It hurts them both.  LLY and NVO should both be up more IMO, but I'm biased there.", "reply_text": null, "parent_text": "@A_May_MD What are the odds they let it go this long because it hurt LLY less than NVO..? So clearly illegal", "quoted_text": null, "parent_author": "sharkbait_bio", "ret_m1d": 0.005089535637135212, "ret_signed_m1d": 0.005089535637135212, "alpha_spy_m1d": 0.0024454167515215453, "alpha_c_m1d": 0.0024454167515215453, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0026441188856136666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007736107049880814, "ret_signed_p1d": -0.007736107049880814, "alpha_spy_p1d": -0.0075049849062163165, "alpha_c_p1d": -0.0075049849062163165, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": 0.0022394375450045523, "ret_signed_p1w": 0.0022394375450045523, "alpha_spy_p1w": 0.010662851184491284, "alpha_c_p1w": 0.010662851184491284, "bench_spy_p1w": -0.008423413639486732, "bench_c_p1w": -0.008423413639486732, "ret_p1m": -0.22597716958796155, "ret_signed_p1m": -0.22597716958796155, "alpha_spy_p1m": -0.1883247393479296, "alpha_c_p1m": -0.1883247393479296, "bench_spy_p1m": -0.03765243024003195, "bench_c_p1m": -0.03765243024003195, "ret_p3m": -0.008067642993594082, "ret_signed_p3m": -0.008067642993594082, "alpha_spy_p3m": -0.0775295548267464, "alpha_c_p3m": -0.0775295548267464, "bench_spy_p3m": 0.06946191183315231, "bench_c_p3m": 0.06946191183315231, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22597716958796155, "alpha_spy_stated": -0.1883247393479296, "alpha_c_stated": -0.1883247393479296, "price_path": [-0.07, -0.0647, 0.0006, 0.0232, 0.0008, -0.0175, -0.0134, -0.032, -0.0024, -0.0309, -0.0303, -0.0845, -0.0419, -0.0083, 0.0047, -0.014, -0.0344, -0.0316, -0.023, -0.0257, -0.0478, -0.0562, -0.0014, 0.0238, 0.0216, 0.0254, -0.0033, -0.0275, -0.0307, -0.021, -0.0208, 0.0507, 0.07, 0.0668, 0.0478, 0.0428, 0.0358, 0.0666, 0.1219, 0.1454, 0.1517, 0.1673, 0.1973, 0.2186, 0.2142, 0.1993, 0.1629, 0.2689, 0.2353, 0.2077, 0.2669, 0.2675, 0.3025, 0.2803, 0.2282, 0.2079, 0.2099, 0.1997, 0.024, -0.0393, -0.1177, -0.0301, 0.0051, 0.0, -0.0077, -0.0039, 0.0092, 0.0051, 0.0022, -0.0136, -0.0346, -0.1932, -0.2144, -0.2231, -0.2341, -0.2376, -0.2313, -0.2537, -0.2162, -0.2046, -0.2146, -0.1901, -0.2117, -0.2095, -0.226, -0.2272, -0.2146, -0.2176, -0.2376, -0.2451, -0.2563, -0.2504, -0.249, -0.2604, -0.259, -0.2663, -0.2552, -0.2244, -0.2301, -0.2195, -0.2261, -0.221, -0.2062, -0.2098, -0.2081, -0.1984, -0.1702, -0.1387, -0.1362, -0.1448, -0.1461, -0.168, -0.1737, -0.187, -0.1311, -0.1305, -0.1311, -0.1497, -0.1089, -0.0739, -0.0632, -0.053, -0.0342, -0.0334, -0.0277, -0.0207, -0.0081, -0.0064, -0.0334, -0.0558, -0.0655, -0.0655, -0.0488, -0.0632, -0.0511, -0.0674, -0.0598, -0.0395, -0.038, -0.0699, -0.0942, -0.1136, -0.0767, -0.0933, -0.1343, -0.1096, -0.0965, -0.0722, -0.0739, -0.0731, -0.0809, -0.0815, -0.0885, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021668638428688535", "ticker_idx": 0, "ts": "2026-02-11T19:32:18+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market seems to be sleeping on the slope of this curve (early stage parabola)", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish NVO; market underestimates the growth curve on oral GLP-1 launches, both oral wegovy and orforglipron can win.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "WL difference between oral wegovy and orfo is a much smaller different than between the injectables.  Smaller pill and no fasting requirement will win some over for orfo and I’m more bullish on that launch overall.  But still, two can win.  Market seems to be sleeping on the slope of this curve (early stage parabola)", "reply_text": null, "parent_text": "@A_May_MD Wegovy pill sales will be far higher than any analyst have baked into their models. \n\nAccording my estimates of the new capacity coming online the coming heara,  $NVO can supply plus 3 million from get go and that will cross 10 million during 2027\n\nIt will be interesting to see", "quoted_text": null, "parent_author": "ResearchPulse1", "ret_m1d": 0.007796420997322029, "ret_signed_m1d": 0.007796420997322029, "alpha_spy_m1d": 0.007565245423863498, "alpha_c_m1d": 0.007565245423863498, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.0002311755734585308, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0038982104986609034, "ret_signed_p1d": 0.0038982104986609034, "alpha_spy_p1d": 0.019347070196547134, "alpha_c_p1d": 0.019347070196547134, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01544885969788623, "ret_p1w": -0.005949994182501972, "ret_signed_p1w": -0.005949994182501972, "alpha_spy_p1w": 0.004860013281267839, "alpha_c_p1w": 0.004860013281267839, "bench_spy_p1w": -0.01081000746376981, "bench_c_p1w": -0.01081000746376981, "ret_p1m": -0.22117364817816565, "ret_signed_p1m": -0.22117364817816565, "alpha_spy_p1m": -0.17829541208592137, "alpha_c_p1m": -0.17829541208592137, "bench_spy_p1m": -0.04287823609224428, "bench_c_p1m": -0.04287823609224428, "ret_p3m": 0.0013674771515128636, "ret_signed_p3m": 0.0013674771515128636, "alpha_spy_p3m": -0.07432651732918139, "alpha_c_p3m": -0.07432651732918139, "bench_spy_p3m": 0.07569399448069425, "bench_c_p3m": 0.07569399448069425, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22117364817816565, "alpha_spy_stated": -0.17829541208592137, "alpha_c_stated": -0.17829541208592137, "price_path": [-0.0574, 0.0084, 0.0312, 0.0086, -0.0098, -0.0057, -0.0244, 0.0053, -0.0234, -0.0228, -0.0773, -0.0345, -0.0006, 0.0125, -0.0064, -0.0269, -0.024, -0.0154, -0.0181, -0.0404, -0.0488, 0.0064, 0.0318, 0.0295, 0.0334, 0.0045, -0.0199, -0.0232, -0.0133, -0.0131, 0.0589, 0.0784, 0.0751, 0.056, 0.0509, 0.0439, 0.0749, 0.1307, 0.1543, 0.1606, 0.1764, 0.2066, 0.2281, 0.2236, 0.2087, 0.1719, 0.2788, 0.245, 0.2171, 0.2768, 0.2774, 0.3127, 0.2903, 0.2378, 0.2173, 0.2193, 0.2091, 0.032, -0.0318, -0.1108, -0.0226, 0.0129, 0.0078, 0.0, 0.0039, 0.017, 0.0129, 0.0101, -0.0059, -0.0271, -0.1869, -0.2082, -0.2171, -0.2281, -0.2316, -0.2253, -0.2478, -0.2101, -0.1984, -0.2085, -0.1838, -0.2056, -0.2033, -0.2199, -0.2212, -0.2085, -0.2115, -0.2316, -0.2392, -0.2505, -0.2446, -0.2431, -0.2546, -0.2532, -0.2606, -0.2494, -0.2183, -0.2241, -0.2135, -0.22, -0.2149, -0.2001, -0.2037, -0.202, -0.1922, -0.1637, -0.132, -0.1294, -0.1382, -0.1394, -0.1616, -0.1673, -0.1807, -0.1243, -0.1237, -0.1243, -0.1431, -0.102, -0.0667, -0.0558, -0.0456, -0.0267, -0.0259, -0.0201, -0.0131, -0.0003, 0.0014, -0.0259, -0.0484, -0.0582, -0.0582, -0.0414, -0.0558, -0.0437, -0.0601, -0.0524, -0.032, -0.0305, -0.0627, -0.0871, -0.1067, -0.0695, -0.0863, -0.1275, -0.1026, -0.0895, -0.065, -0.0667, -0.0658, -0.0737, -0.0744, -0.0814, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2062169158465298477", "ticker_idx": 0, "ts": "2026-06-03T13:46:55+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX's better than best case endoscopic remission scores almost certainly mean the drug confers a significantly REDUCED risk of colonic dysplasia in the long run", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: dysplasia concern is overblown; strong endoscopic remission data actually implies reduced long-run dysplasia risk.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Absolutely not.  One case of dysplasia in a UC study?  Zero concern there. \n\nAlso, Any highly effective drug in the long run actually *reduces* dysplasia risk by eliminating chronic inflammation.\n\n$ABVX’s better than best case endoscopic remission scores almost certainly mean the drug confers a significantly REDUCED risk of colonic dysplasia in the long run.", "reply_text": null, "parent_text": "@A_May_MD Very detailed analysis. Thanks Adam. Sort of agree. To me the prostate and breast can be unlucky stats (pts randomization etc). However do you agree that it is clear Obe 50mg had higher dysplasia risk? NMSC may be not a big deal", "quoted_text": null, "parent_author": "knowdo1_bio", "ret_m1d": -0.1957848167180808, "ret_signed_m1d": -0.1957848167180808, "alpha_spy_m1d": -0.2028515878601015, "alpha_c_m1d": -0.1879907866842757, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": -0.007794030033805077, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16394895761653494, "ret_signed_p1d": 0.16394895761653494, "alpha_spy_p1d": 0.1601702718543958, "alpha_c_p1d": 0.13324750939150287, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.03070144822503207, "ret_p1w": 0.08740984048853173, "ret_signed_p1w": 0.08740984048853173, "alpha_spy_p1w": 0.12560722199519336, "alpha_c_p1w": 0.051489793439134734, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": 0.035920047049397, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2953, 0.2501, 0.2128, 0.2159, 0.2788, 0.2458, 0.2976, 0.2812, 0.3616, 0.4045, 0.3754, 0.3647, 0.3349, 0.2803, 0.2221, 0.228, 0.2144, 0.1367, 0.1259, 0.2352, 0.2753, 0.313, 0.3252, 0.2921, 0.3196, 0.3942, 0.3992, 0.3456, 0.3955, 0.3475, 0.3585, 0.3329, 0.2754, 0.2361, 0.2866, 0.2535, 0.2708, 0.2413, 0.2187, 0.1785, 0.3021, 0.3046, 0.2993, 0.373, 0.4037, 0.3827, 0.3615, 0.3547, 0.3465, 0.3523, 0.3422, 0.2704, 0.2596, 0.2616, 0.33, 0.3758, 0.3532, 0.4022, 0.439, 0.4365, 0.4712, 0.4386, -0.1958, 0.0, 0.1639, 0.1262, 0.1262, 0.1394, 0.0874, 0.1189, 0.071, 0.09, 0.0815, 0.1109, 0.0998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2046287176640717274", "ticker_idx": 0, "ts": "2026-04-20T17:57:35+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They'll stay mad when it keeps going higher.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects NKTR to keep moving higher, dismissing persistent bears.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@avidresearch It’s just the same people who’ve been wrong nonstop all along.  They’ll stay mad when it keeps going higher.", "reply_text": null, "parent_text": "Wow seeing some poor 🐻 takes on $NKTR\n\nRezpeg safe and effective for long term usage in AA and AD.", "quoted_text": null, "parent_author": "avidresearch", "ret_m1d": -0.15435972196615622, "ret_signed_m1d": -0.15435972196615622, "alpha_spy_m1d": -0.15636346403455137, "alpha_c_m1d": -0.16372076456521378, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.009361042599057567, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021823565972215575, "ret_signed_p1d": -0.021823565972215575, "alpha_spy_p1d": -0.015276673123676088, "alpha_c_p1d": -0.011648555670825012, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.010175010301390564, "ret_p1w": -0.13562531955455281, "ret_signed_p1w": -0.13562531955455281, "alpha_spy_p1w": -0.14472629927882774, "alpha_c_p1w": -0.10876335032199369, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.026861969232559124, "ret_p1m": -0.3265570218370989, "ret_signed_p1m": -0.3265570218370989, "alpha_spy_p1m": -0.3618460910083784, "alpha_c_p1m": -0.3258787499203405, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.0006782719167583995, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3265570218370989, "alpha_spy_stated": -0.3618460910083784, "alpha_c_stated": -0.3258787499203405, "price_path": [-0.6245, -0.639, -0.6321, -0.636, -0.6302, -0.6295, -0.621, -0.6422, -0.6489, -0.628, -0.6201, -0.6128, -0.6249, -0.65, -0.6332, -0.6306, -0.442, -0.3388, -0.2925, -0.2892, -0.2644, -0.2708, -0.264, -0.2653, -0.2664, -0.3182, -0.2988, -0.3433, -0.3126, -0.3188, -0.3213, -0.2914, -0.278, -0.2955, -0.3109, -0.2818, -0.2693, -0.2989, -0.2701, -0.2804, -0.252, -0.2708, -0.2542, -0.2803, -0.2592, -0.2729, -0.2817, -0.2928, -0.3158, -0.3498, -0.283, -0.2455, -0.2328, -0.2554, -0.2403, -0.2518, -0.2242, -0.2277, -0.1983, -0.1902, -0.1707, -0.163, -0.1544, 0.0, -0.0218, -0.0713, -0.0906, -0.0864, -0.1356, -0.1648, -0.1709, -0.1526, -0.1384, -0.1341, -0.1613, -0.1521, -0.1692, -0.184, -0.2155, -0.2184, -0.2431, -0.2593, -0.2963, -0.3181, -0.3266, -0.3075, -0.3166, -0.3362, -0.3467, -0.3483, -0.3522, -0.3535, -0.3636, -0.4164, -0.4098, -0.409, -0.4288, -0.4358, -0.4397, -0.4342, -0.41, -0.4083, -0.3906, -0.3994, -0.3929, -0.3929, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2048743248059846896", "ticker_idx": 0, "ts": "2026-04-27T12:37:08+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it could be cut in half and still be overvalued", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish on APGE; even a 50% drop would leave it overvalued.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@veg_super Perhaps it does stay overvalued, but it could be cut in half and still be overvalued", "reply_text": null, "parent_text": "@A_May_MD Short stock or puts? I think it will stay overvalued like apge and other overvalued bios until commercialization", "quoted_text": null, "parent_author": "veg_super", "ret_m1d": -0.009945652806879535, "ret_signed_m1d": 0.009945652806879535, "alpha_spy_m1d": 0.00822582786281234, "alpha_c_m1d": 0.014964375295510646, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.005018722488631111, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012721157148055218, "ret_signed_p1d": 0.012721157148055218, "alpha_spy_p1d": 0.007855164880935739, "alpha_c_p1d": 0.015369906668758482, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.002648749520703264, "ret_p1w": -0.03376891555132988, "ret_signed_p1w": 0.03376891555132988, "alpha_spy_p1w": 0.037739999903523946, "alpha_c_p1w": 0.042621480407296186, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.008852564855966305, "ret_p1m": -0.1008442361235371, "ret_signed_p1m": 0.1008442361235371, "alpha_spy_p1m": 0.15018917961573663, "alpha_c_p1m": 0.13799735422492088, "bench_spy_p1m": 0.04934494349219953, "bench_c_p1m": 0.037153118101383775, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1008442361235371, "alpha_spy_stated": 0.15018917961573663, "alpha_c_stated": 0.13799735422492088, "price_path": [-0.1902, -0.1629, -0.1825, -0.1907, -0.2424, -0.241, -0.2033, -0.2497, -0.2815, -0.2802, -0.2815, -0.2425, -0.2389, -0.1985, -0.2161, -0.1946, -0.1873, -0.2028, -0.2091, -0.1915, -0.1758, -0.1802, -0.201, -0.1905, -0.1799, -0.2078, -0.1638, -0.1798, -0.1552, -0.1333, -0.1284, -0.1363, -0.1499, -0.1685, -0.1779, -0.1922, -0.2278, -0.2078, -0.2363, -0.0836, -0.1558, -0.0918, -0.0931, -0.1, -0.0896, -0.0266, -0.0258, -0.0246, -0.0284, -0.0369, -0.0387, 0.0006, -0.0023, 0.0031, 0.0231, 0.033, 0.0472, 0.0663, 0.0515, 0.0508, 0.0487, 0.021, -0.0099, 0.0, -0.0127, -0.0513, -0.0414, -0.0662, -0.0338, -0.0368, -0.0223, -0.0539, -0.0398, -0.0216, -0.0409, -0.0293, -0.0296, -0.0616, -0.0893, -0.0948, -0.0587, -0.0467, -0.0614, -0.0423, -0.1008, -0.1, -0.0501, -0.0829, -0.0897, -0.0264, 0.0512, 0.0052, -0.04, -0.017, -0.0434, 0.035, 0.0215, -0.0032, -0.0142, 0.0227, 0.0452, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026102113370026037", "ticker_idx": 0, "ts": "2026-02-24T01:09:21+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS SOL.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "HIMS facing FDA, DOJ, and SEC — author says it's done (SOL).", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "sl", "tweet_text": "@Russby68 FDA, DOJ, SEC.  $HIMS SOL.", "reply_text": null, "parent_text": "$HIMS is under SEC investigation?! https://t.co/mpIBg6ABVj", "quoted_text": null, "parent_author": "Russby68", "ret_m1d": 0.0032341649813383277, "ret_signed_m1d": -0.0032341649813383277, "alpha_spy_m1d": -0.010450190746712051, "alpha_c_m1d": -0.010450190746712051, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.007216025765373724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02328587682981631, "ret_signed_p1d": -0.02328587682981631, "alpha_spy_p1d": -0.014847570529277876, "alpha_c_p1d": -0.014847570529277876, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.008438306300538434, "ret_p1w": 0.02328587682981631, "ret_signed_p1w": -0.02328587682981631, "alpha_spy_p1w": -0.033498864479980184, "alpha_c_p1w": -0.033498864479980184, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.010212987650163874, "ret_p1m": 0.34799483189948055, "ret_signed_p1m": -0.34799483189948055, "alpha_spy_p1m": -0.3898020574056865, "alpha_c_p1m": -0.3898020574056865, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04180722550620597, "ret_p3m": 0.5426908358745628, "ret_signed_p3m": -0.5426908358745628, "alpha_spy_p3m": -0.447702891299254, "alpha_c_p3m": -0.447702891299254, "bench_spy_p3m": 0.09498794457530879, "bench_c_p3m": 0.09498794457530879, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34799483189948055, "alpha_spy_stated": -0.3898020574056865, "alpha_c_stated": -0.3898020574056865, "price_path": [1.1746, 1.2451, 1.4437, 1.3991, 1.4838, 1.5718, 1.4263, 1.3486, 1.3978, 1.5886, 1.5356, 1.5304, 1.5757, 1.4502, 1.4431, 1.4069, 1.3448, 1.3842, 1.262, 1.249, 1.3001, 1.2671, 1.251, 1.2426, 1.2193, 1.2057, 1.1371, 1.1003, 1.1611, 1.2451, 1.2937, 1.2937, 1.1908, 1.0498, 1.0918, 1.0828, 1.0259, 1.0201, 1.0298, 0.9709, 0.8687, 0.9741, 0.9159, 0.9586, 0.9198, 0.8545, 0.9321, 0.7523, 0.7102, 0.652, 0.5783, 0.5188, 0.489, 0.2503, 0.1151, 0.0796, 0.022, 0.0543, 0.0524, 0.0246, 0.0233, 0.011, 0.0032, 0.0, 0.0233, 0.0091, -0.0608, 0.066, 0.0233, 0.064, 0.0272, 0.0181, 0.4334, 0.5181, 0.674, 0.542, 0.6022, 0.6093, 0.6158, 0.4974, 0.5627, 0.4243, 0.4528, 0.3803, 0.348, 0.3493, 0.2536, 0.2147, 0.3428, 0.2833, 0.238, 0.315, 0.2613, 0.2542, 0.2775, 0.2568, 0.368, 0.3816, 0.5712, 0.7458, 0.8642, 1.0058, 0.925, 0.8765, 0.8208, 0.9767, 0.901, 0.8053, 0.7031, 0.7574, 0.773, 0.7639, 0.7031, 0.7387, 0.6591, 0.8286, 0.8849, 0.619, 0.5614, 0.5679, 0.6203, 0.4418, 0.4515, 0.4903, 0.553, 0.5362, 0.5427, 0.63, 0.6417, 0.6915, 0.7956, 0.7794, 0.7794, 0.8118, 0.694, 0.7574, 0.8745, 0.7969, 0.8674, 0.7348, 0.9515, 1.0356, 1.0627, 1.2943, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019560190534975998", "ticker_idx": 0, "ts": "2026-02-05T23:54:05+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Agree. IMO worthy of a long swing", "tweet_type": "prediction", "timeline": "weeks", "summary": "Author agrees LLY, GPCR, and NVO are worthy long swings after big down days driven by HIMS news.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stockassassin74 Agree.  IMO worthy of a long swing", "reply_text": null, "parent_text": "@A_May_MD Think $lly and $gpcr big down days in large response to $hims news today with $nvo as well", "quoted_text": null, "parent_author": "stockassassin74", "ret_m1d": -0.03528702284156293, "ret_signed_m1d": -0.03528702284156293, "alpha_spy_m1d": -0.016463364235806965, "alpha_c_m1d": -0.016463364235806965, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.018823658605755966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012767245475469924, "ret_signed_p1d": -0.012767245475469924, "alpha_spy_p1d": -0.01758906103904767, "alpha_c_p1d": -0.01758906103904767, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.004821815563577747, "ret_p1w": -0.015540156922526638, "ret_signed_p1w": -0.015540156922526638, "alpha_spy_p1w": -0.0026966122257330305, "alpha_c_p1w": -0.0026966122257330305, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": -0.05212607047218554, "ret_signed_p1m": -0.05212607047218554, "alpha_spy_p1m": -0.03266529002591767, "alpha_c_p1m": -0.03266529002591767, "bench_spy_p1m": -0.019460780446267867, "bench_c_p1m": -0.019460780446267867, "ret_p3m": -0.10220098977983738, "ret_signed_p3m": -0.10220098977983738, "alpha_spy_p3m": -0.17317268454703327, "alpha_c_p3m": -0.17317268454703327, "bench_spy_p3m": 0.07097169476719589, "bench_c_p3m": 0.07097169476719589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05212607047218554, "alpha_spy_stated": -0.03266529002591767, "alpha_c_stated": -0.03266529002591767, "price_path": [-0.1264, -0.1154, -0.1277, -0.0878, -0.0671, -0.0396, -0.0348, -0.0311, -0.0345, -0.0266, -0.0081, -0.0141, 0.0014, 0.0113, 0.0489, 0.0436, 0.0163, -0.0003, -0.0114, -0.0233, -0.0413, -0.0452, -0.0573, -0.0718, -0.061, -0.0461, -0.029, 0.0038, -0.0037, -0.0155, -0.0012, 0.0125, 0.0173, 0.0127, 0.0178, 0.0185, 0.0194, 0.0204, 0.0156, 0.021, -0.0158, 0.0055, 0.0472, 0.0255, 0.0051, 0.0216, 0.018, 0.0143, -0.0238, -0.0187, -0.016, 0.0192, 0.0276, 0.0058, 0.0043, -0.0176, -0.0325, -0.0322, -0.0199, -0.0133, -0.0517, 0.0462, -0.0353, 0.0, -0.0128, -0.0314, -0.0406, -0.0188, -0.0155, -0.0193, -0.0339, -0.0314, -0.0444, 0.002, -0.0135, -0.0261, -0.0326, -0.0042, -0.0364, -0.0461, -0.05, -0.0692, -0.0626, -0.0455, -0.0521, -0.0536, -0.0749, -0.0675, -0.0637, -0.1193, -0.131, -0.1315, -0.1417, -0.1381, -0.1452, -0.1326, -0.1509, -0.1687, -0.1607, -0.1293, -0.0965, -0.1144, -0.1224, -0.1186, -0.0976, -0.0958, -0.1107, -0.1201, -0.1268, -0.1433, -0.1443, -0.1225, -0.1292, -0.1452, -0.1277, -0.1314, -0.1632, -0.1781, -0.1727, -0.1942, -0.1153, -0.0881, -0.0838, -0.0639, -0.0657, -0.0771, -0.1022, -0.0847, -0.063, -0.0385, -0.0471, -0.0471, -0.0631, -0.0315, -0.0339, -0.0123, 0.0099, 0.0096, 0.0269, 0.0685, 0.0478, 0.0262, 0.0091, 0.0229, 0.067, 0.0728, 0.0897, 0.0854, 0.0775, 0.1008, 0.0743, 0.0709, 0.0644, 0.0544, 0.0417, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019560190534975998", "ticker_idx": 1, "ts": "2026-02-05T23:54:05+00:00", "symbol": "GPCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Agree. IMO worthy of a long swing", "tweet_type": "prediction", "timeline": "weeks", "summary": "Author agrees LLY, GPCR, and NVO are worthy long swings after big down days driven by HIMS news.", "resolved_tickers": ["GPCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stockassassin74 Agree.  IMO worthy of a long swing", "reply_text": null, "parent_text": "@A_May_MD Think $lly and $gpcr big down days in large response to $hims news today with $nvo as well", "quoted_text": null, "parent_author": "stockassassin74", "ret_m1d": -0.022824334306797422, "ret_signed_m1d": -0.022824334306797422, "alpha_spy_m1d": -0.004000675701041456, "alpha_c_m1d": -0.004626304449317331, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.01819802985748009, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053523788497536806, "ret_signed_p1d": 0.053523788497536806, "alpha_spy_p1d": 0.04870197293395906, "alpha_c_p1d": 0.06233742547365939, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": -0.008813636976122585, "ret_p1w": -0.06473569931467826, "ret_signed_p1w": -0.06473569931467826, "alpha_spy_p1w": -0.051892154617884656, "alpha_c_p1w": -0.06448204081790065, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.000253658496777609, "ret_p1m": -0.22290439610774593, "ret_signed_p1m": -0.22290439610774593, "alpha_spy_p1m": -0.20344361566147806, "alpha_c_p1m": -0.19399053342316463, "bench_spy_p1m": -0.019460780446267867, "bench_c_p1m": -0.028913862684581293, "ret_p3m": -0.4781099915946311, "ret_signed_p3m": -0.4781099915946311, "alpha_spy_p3m": -0.549081686361827, "alpha_c_p3m": -0.3916848208997554, "bench_spy_p3m": 0.07097169476719589, "bench_c_p3m": -0.08642517069487565, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22290439610774593, "alpha_spy_stated": -0.20344361566147806, "alpha_c_stated": -0.19399053342316463, "price_path": [-0.5701, -0.5533, -0.5617, -0.5475, -0.5346, -0.5206, -0.5328, -0.5085, -0.5003, -0.5395, -0.5127, -0.5416, -0.5419, -0.5288, -0.5439, -0.5432, -0.522, -0.5386, -0.5713, -0.5779, -0.5615, -0.5387, -0.0659, -0.1092, -0.0798, -0.0998, -0.1049, -0.1351, -0.1763, -0.1995, -0.1664, -0.1332, -0.1558, -0.0485, -0.0698, -0.0878, -0.1006, -0.0953, -0.0717, -0.0908, -0.1622, -0.1559, -0.1157, -0.106, -0.0842, -0.0742, 0.04, 0.1256, 0.1348, 0.1831, 0.2149, 0.2519, 0.2262, 0.2062, 0.1955, 0.1947, 0.1886, 0.1632, 0.1806, 0.1991, 0.1183, 0.0846, -0.0228, 0.0, 0.0535, 0.0485, 0.0141, -0.0384, -0.0647, -0.0468, -0.0876, -0.0994, -0.1117, -0.1041, -0.0802, -0.112, -0.1357, -0.1594, -0.1604, -0.1586, -0.1574, -0.2031, -0.2294, -0.2459, -0.2229, -0.2232, -0.2715, -0.2826, -0.2439, -0.2505, -0.3074, -0.3265, -0.3514, -0.3452, -0.3721, -0.3576, -0.3833, -0.3871, -0.4135, -0.3566, -0.3304, -0.2862, -0.309, -0.2702, -0.2911, -0.264, -0.2724, -0.2759, -0.2896, -0.2759, -0.2859, -0.3226, -0.3564, -0.3749, -0.3793, -0.3724, -0.3928, -0.395, -0.4186, -0.4479, -0.4467, -0.4366, -0.4255, -0.4514, -0.4549, -0.4774, -0.4781, -0.4885, -0.4949, -0.4917, -0.4682, -0.4836, -0.518, -0.5211, -0.5079, -0.4822, -0.4769, -0.4717, -0.4722, -0.4638, -0.4749, -0.4855, -0.5036, -0.4995, -0.4786, -0.4984, -0.4959, -0.4494, -0.4457, -0.4221, -0.427, -0.4251, -0.4273, -0.3994, -0.3994, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019560190534975998", "ticker_idx": 2, "ts": "2026-02-05T23:54:05+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Agree. IMO worthy of a long swing", "tweet_type": "prediction", "timeline": "weeks", "summary": "Author agrees LLY, GPCR, and NVO are worthy long swings after big down days driven by HIMS news.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stockassassin74 Agree.  IMO worthy of a long swing", "reply_text": null, "parent_text": "@A_May_MD Think $lly and $gpcr big down days in large response to $hims news today with $nvo as well", "quoted_text": null, "parent_author": "stockassassin74", "ret_m1d": -0.09026027648337376, "ret_signed_m1d": -0.09026027648337376, "alpha_spy_m1d": -0.07143661787761779, "alpha_c_m1d": -0.07143661787761779, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.018823658605755966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03631400991206912, "ret_signed_p1d": 0.03631400991206912, "alpha_spy_p1d": 0.031492194348491376, "alpha_c_p1d": 0.031492194348491376, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.004821815563577747, "ret_p1w": 0.04051216230664467, "ret_signed_p1w": 0.04051216230664467, "alpha_spy_p1w": 0.05335570700343828, "alpha_c_p1w": 0.05335570700343828, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": -0.18723756359403154, "ret_signed_p1m": -0.18723756359403154, "alpha_spy_p1m": -0.16777678314776368, "alpha_c_p1m": -0.16777678314776368, "bench_spy_p1m": -0.019460780446267867, "bench_c_p1m": -0.019460780446267867, "ret_p3m": 0.0025107232436891724, "ret_signed_p3m": 0.0025107232436891724, "alpha_spy_p3m": -0.06846097152350672, "alpha_c_p3m": -0.06846097152350672, "bench_spy_p3m": 0.07097169476719589, "bench_c_p3m": 0.07097169476719589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18723756359403154, "alpha_spy_stated": -0.16777678314776368, "alpha_c_stated": -0.16777678314776368, "price_path": [0.0172, -0.0237, -0.0411, -0.0357, 0.0317, 0.055, 0.0319, 0.013, 0.0172, -0.0019, 0.0285, -0.0008, -0.0002, -0.056, -0.0122, 0.0225, 0.0359, 0.0166, -0.0044, -0.0015, 0.0073, 0.0046, -0.0183, -0.0269, 0.0296, 0.0556, 0.0533, 0.0573, 0.0277, 0.0027, -0.0006, 0.0094, 0.0097, 0.0833, 0.1033, 0.0999, 0.0804, 0.0751, 0.068, 0.0997, 0.1568, 0.1809, 0.1874, 0.2036, 0.2345, 0.2565, 0.2519, 0.2366, 0.199, 0.3084, 0.2737, 0.2452, 0.3063, 0.3069, 0.343, 0.3201, 0.2664, 0.2454, 0.2475, 0.237, 0.0558, -0.0094, -0.0903, 0.0, 0.0363, 0.0311, 0.0231, 0.0271, 0.0405, 0.0363, 0.0334, 0.017, -0.0046, -0.1681, -0.19, -0.199, -0.2103, -0.2139, -0.2074, -0.2305, -0.1919, -0.1799, -0.1902, -0.165, -0.1872, -0.1849, -0.2019, -0.2032, -0.1902, -0.1933, -0.2139, -0.2217, -0.2332, -0.2271, -0.2257, -0.2374, -0.2359, -0.2435, -0.2321, -0.2003, -0.2062, -0.1953, -0.202, -0.1968, -0.1816, -0.1853, -0.1835, -0.1735, -0.1444, -0.1119, -0.1093, -0.1183, -0.1196, -0.1422, -0.1481, -0.1618, -0.1041, -0.1035, -0.1041, -0.1233, -0.0813, -0.0451, -0.034, -0.0236, -0.0042, -0.0034, 0.0025, 0.0097, 0.0227, 0.0245, -0.0034, -0.0264, -0.0364, -0.0364, -0.0192, -0.034, -0.0216, -0.0384, -0.0306, -0.0097, -0.0082, -0.041, -0.066, -0.0861, -0.048, -0.0652, -0.1074, -0.0819, -0.0684, -0.0434, -0.0451, -0.0443, -0.0523, -0.053, -0.0602, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019916733490827443", "ticker_idx": 0, "ts": "2026-02-06T23:30:52+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't forget that $NVO long. If compounding really is getting squashed here, that $NVO upside probably beats the $HIMS downside.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NVO: if compounding is being squashed, NVO upside likely exceeds HIMS downside.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@compound248 Yesterday:\n\n “Yet, $NVO is barely up after hours and $HIMS is barely down after hours. \n\nI have positioned my portfolio accordingly 🤷🏻‍♂️”\n\nDon’t forget that $NVO long.  If compounding really is getting squashed here, that $NVO upside probably beats the $HIMS downside.", "reply_text": null, "parent_text": "My Brothers in Finance,\n\nHow did you not price this into $HIMS today? Why did you need this tweet from the General Counsel of HHS? \n\nThe Head of the FDA all but named Hims in his tweet yesterday - this was obviously coming.\n\n$HIMS down 13% after hours. \n\nmArkeTs ARe eFfiCieNt https://t.co/TTArgy1lAh", "quoted_text": null, "parent_author": "compound248", "ret_m1d": -0.03504151209453421, "ret_signed_m1d": -0.03504151209453421, "alpha_spy_m1d": -0.03024283486749424, "alpha_c_m1d": -0.03024283486749424, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005063763432686441, "ret_signed_p1d": -0.005063763432686441, "alpha_spy_p1d": -0.0024266174745050106, "alpha_c_p1d": -0.0024266174745050106, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": 0.015995472862596505, "alpha_c_p1w": 0.015995472862596505, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": -0.21348989077628, "ret_signed_p1m": -0.21348989077628, "alpha_spy_p1m": -0.18809901622971215, "alpha_c_p1m": -0.18809901622971215, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": -0.02568936574434566, "ret_signed_p3m": -0.02568936574434566, "alpha_spy_p3m": -0.09394931362037096, "alpha_c_p3m": -0.09394931362037096, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21348989077628, "alpha_spy_stated": -0.18809901622971215, "alpha_c_stated": -0.18809901622971215, "price_path": [-0.0579, -0.0747, -0.0695, -0.0045, 0.018, -0.0043, -0.0225, -0.0184, -0.0369, -0.0075, -0.0359, -0.0352, -0.0891, -0.0468, -0.0134, -0.0004, -0.019, -0.0393, -0.0365, -0.028, -0.0306, -0.0527, -0.061, -0.0065, 0.0186, 0.0164, 0.0203, -0.0083, -0.0324, -0.0356, -0.0259, -0.0257, 0.0454, 0.0646, 0.0614, 0.0425, 0.0375, 0.0306, 0.0612, 0.1163, 0.1396, 0.1458, 0.1614, 0.1912, 0.2125, 0.208, 0.1932, 0.157, 0.2625, 0.2291, 0.2015, 0.2605, 0.2611, 0.2959, 0.2739, 0.222, 0.2017, 0.2038, 0.1936, 0.0188, -0.0442, -0.1221, -0.035, 0.0, -0.0051, -0.0128, -0.0089, 0.0041, 0.0, -0.0028, -0.0186, -0.0395, -0.1973, -0.2184, -0.2271, -0.238, -0.2414, -0.2352, -0.2574, -0.2202, -0.2086, -0.2186, -0.1942, -0.2157, -0.2135, -0.2299, -0.2311, -0.2186, -0.2216, -0.2414, -0.2489, -0.2601, -0.2542, -0.2528, -0.2641, -0.2627, -0.27, -0.259, -0.2283, -0.234, -0.2235, -0.23, -0.225, -0.2103, -0.2138, -0.2122, -0.2025, -0.1744, -0.1431, -0.1405, -0.1492, -0.1504, -0.1723, -0.1779, -0.1912, -0.1355, -0.1349, -0.1355, -0.154, -0.1135, -0.0786, -0.0679, -0.0578, -0.0391, -0.0383, -0.0326, -0.0257, -0.0131, -0.0114, -0.0383, -0.0605, -0.0702, -0.0702, -0.0536, -0.0679, -0.0559, -0.0721, -0.0645, -0.0444, -0.0429, -0.0746, -0.0988, -0.1181, -0.0813, -0.0979, -0.1387, -0.1141, -0.1011, -0.0769, -0.0786, -0.0778, -0.0855, -0.0862, -0.0931, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037170100659187861", "ticker_idx": 0, "ts": "2026-03-26T14:09:35+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the stock could get a quick bounce back into the $40s", "tweet_type": "prediction", "timeline": "days", "summary": "Expects NVO to bounce back into the $40s on upcoming investor call, citing fastest drug launch ever and bombed-out valuation.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "$NVO investor call in 2 hours.  If they can turn around the sentiment even *slightly* the stock could get a quick bounce back into the $40s.  \n\nHopefully they can grab the attention of the people (i .e. almost everyone) who have somehow ignored the fact that this absolutely *bombed out* company is in the middle of the fastest drug launch of all time…among other positive recent developments", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0019230873695063044, "ret_signed_m1d": -0.0019230873695063044, "alpha_spy_m1d": -0.020106550918534416, "alpha_c_m1d": -0.020106550918534416, "bench_spy_m1d": 0.01818346354902811, "bench_c_m1d": 0.01818346354902811, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009890194655422846, "ret_signed_p1d": -0.009890194655422846, "alpha_spy_p1d": 0.0071616995020024055, "alpha_c_p1d": 0.0071616995020024055, "bench_spy_p1d": -0.01705189415742525, "bench_c_p1d": -0.01705189415742525, "ret_p1w": 0.05319317679344926, "ret_signed_p1w": 0.05319317679344926, "alpha_spy_p1w": 0.03654433723782802, "alpha_c_p1w": 0.03654433723782802, "bench_spy_p1w": 0.016648839555621242, "bench_c_p1w": 0.016648839555621242, "ret_p1m": 0.17337912992274407, "ret_signed_p1m": 0.17337912992274407, "alpha_spy_p1m": 0.06474315624185856, "alpha_c_p1m": 0.06474315624185856, "bench_spy_p1m": 0.10863597368088551, "bench_c_p1m": 0.10863597368088551, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.05319317679344926, "alpha_spy_stated": 0.03654433723782802, "alpha_c_stated": 0.03654433723782802, "price_path": [0.4179, 0.444, 0.4396, 0.414, 0.4071, 0.3978, 0.4393, 0.514, 0.5456, 0.5541, 0.5753, 0.6157, 0.6445, 0.6385, 0.6184, 0.5692, 0.7124, 0.667, 0.6297, 0.7096, 0.7104, 0.7577, 0.7277, 0.6574, 0.6299, 0.6327, 0.619, 0.3819, 0.2964, 0.1907, 0.3088, 0.3563, 0.3495, 0.339, 0.3442, 0.3618, 0.3563, 0.3525, 0.331, 0.3027, 0.0887, 0.0602, 0.0484, 0.0335, 0.0288, 0.0374, 0.0071, 0.0577, 0.0734, 0.0599, 0.0929, 0.0637, 0.0668, 0.0445, 0.0429, 0.0599, 0.0558, 0.0288, 0.0187, 0.0036, 0.0115, 0.0135, -0.0019, 0.0, -0.0099, 0.0051, 0.0466, 0.039, 0.0532, 0.0444, 0.0512, 0.0711, 0.0663, 0.0686, 0.0817, 0.1198, 0.1623, 0.1657, 0.154, 0.1523, 0.1227, 0.115, 0.0971, 0.1725, 0.1734, 0.1725, 0.1475, 0.2024, 0.2497, 0.2642, 0.2779, 0.3032, 0.3044, 0.3121, 0.3215, 0.3386, 0.3408, 0.3044, 0.2742, 0.2611, 0.2611, 0.2836, 0.2642, 0.2805, 0.2585, 0.2688, 0.2961, 0.2981, 0.2551, 0.2224, 0.1962, 0.246, 0.2235, 0.1683, 0.2016, 0.2192, 0.252, 0.2497, 0.2508, 0.2403, 0.2395, 0.2301, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2028887134929862844", "ticker_idx": 0, "ts": "2026-03-03T17:36:02+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the ONLY thing phase 3 ready is $NKTR\n\nIdk wtf the market is waiting for", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NKTR as the sole phase-3-ready new MoA in a wide-open dermatology space; market underpricing the opportunity.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Would still use shitty old Nemluvio before going to a cancer label drug imo.  Even though Nemluvio truly barely does anything at all.  Worth a try to avoid cancer risks.  This space is just wide open for a new MoA and the ONLY thing phase 3 ready is $NKTR\n\nIdk wtf the market is waiting for, but 🤷🏻‍♂️", "reply_text": null, "parent_text": "@A_May_MD If $SNY actually does take it to market, do you see any dermatologists prescribing it to those who fail Dupi?\n\nTo me it seems why not go with a JAKi then? At least you get highly superior efficacy for the risk.\n\nOfc that's all assumeing Rezpeg isn't in the market yet.", "quoted_text": null, "parent_author": "byebyegoodguy", "ret_m1d": 0.0036705329284933974, "ret_signed_m1d": 0.0036705329284933974, "alpha_spy_m1d": -0.005222190071649591, "alpha_c_m1d": -0.00774953917666954, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.011420072105162937, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04404639514192055, "ret_signed_p1d": 0.04404639514192055, "alpha_spy_p1d": 0.03699112937442606, "alpha_c_p1d": 0.042068595993567826, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.0019777991483527213, "ret_p1w": 0.05814122814544209, "ret_signed_p1w": 0.05814122814544209, "alpha_spy_p1w": 0.06277144359774223, "alpha_c_p1w": 0.08104549711439613, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.022904268968954034, "ret_p1m": 0.11158417862304382, "ret_signed_p1m": 0.11158417862304382, "alpha_spy_p1m": 0.14583314402179315, "alpha_c_p1m": 0.16519335659642387, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.05360917797338005, "ret_p3m": -0.14021434666686983, "ret_signed_p3m": -0.14021434666686983, "alpha_spy_p3m": -0.2597362812956737, "alpha_c_p3m": -0.07808488464426933, "bench_spy_p3m": 0.1195219346288039, "bench_c_p3m": -0.0621294620226005, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11158417862304382, "alpha_spy_stated": 0.14583314402179315, "alpha_c_stated": 0.16519335659642387, "price_path": [-0.0426, -0.1028, -0.1947, -0.1612, -0.153, -0.1646, -0.159, -0.137, -0.1523, -0.2494, -0.1969, -0.2174, -0.2782, -0.333, -0.354, -0.3123, -0.3616, -0.3472, -0.3549, -0.3468, -0.3726, -0.3848, -0.3792, -0.3625, -0.3471, -0.3691, -0.3612, -0.3916, -0.417, -0.4308, -0.4629, -0.4701, -0.4808, -0.4468, -0.4681, -0.4579, -0.4637, -0.4551, -0.4541, -0.4416, -0.4728, -0.4827, -0.4519, -0.4403, -0.4295, -0.4474, -0.4844, -0.4596, -0.4557, -0.1778, -0.0258, 0.0424, 0.0473, 0.0838, 0.0744, 0.0844, 0.0825, 0.0809, 0.0046, 0.0332, -0.0324, 0.0128, 0.0037, 0.0, 0.044, 0.0637, 0.038, 0.0153, 0.0581, 0.0766, 0.033, 0.0755, 0.0602, 0.102, 0.0744, 0.0988, 0.0603, 0.0915, 0.0712, 0.0583, 0.042, 0.0081, -0.042, 0.0564, 0.1116, 0.1304, 0.097, 0.1194, 0.1023, 0.143, 0.1379, 0.1812, 0.1931, 0.2218, 0.2332, 0.2459, 0.4734, 0.4412, 0.3684, 0.3399, 0.3461, 0.2735, 0.2305, 0.2216, 0.2486, 0.2694, 0.2757, 0.2356, 0.2493, 0.224, 0.2023, 0.1558, 0.1515, 0.1151, 0.0913, 0.0369, 0.0047, -0.0078, 0.0203, 0.0069, -0.022, -0.0374, -0.0398, -0.0455, -0.0474, -0.0624, -0.1402, -0.1304, -0.1292, -0.1584, -0.1687, -0.1744, -0.1663, -0.1307, -0.1282, -0.1022, -0.1151, -0.1056, -0.1056, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049506135829283285", "ticker_idx": 0, "ts": "2026-04-29T15:08:35+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO gonna surprise some folks next week", "tweet_type": "prediction", "timeline": "days", "summary": "NVO will surprise to the upside next week.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "$NVO gonna surprise some folks next week https://t.co/N2OLZlfkRG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02184157938499398, "ret_signed_m1d": 0.02184157938499398, "alpha_spy_m1d": 0.021687046183187286, "alpha_c_m1d": 0.021687046183187286, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00015453320180669472, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04790271187191708, "ret_signed_p1d": 0.04790271187191708, "alpha_spy_p1d": 0.03795307834435224, "alpha_c_p1d": 0.03795307834435224, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.009949633527564838, "ret_p1w": 0.13576563121639884, "ret_signed_p1w": 0.13576563121639884, "alpha_spy_p1w": 0.10449720945272345, "alpha_c_p1w": 0.10449720945272345, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.03126842176367539, "ret_p1m": 0.1312981085956897, "ret_signed_p1m": 0.1312981085956897, "alpha_spy_p1m": 0.06819911507378684, "alpha_c_p1m": 0.06819911507378684, "bench_spy_p1m": 0.06309899352190285, "bench_c_p1m": 0.06309899352190285, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.13576563121639884, "alpha_spy_stated": 0.10449720945272345, "alpha_c_stated": 0.10449720945272345, "price_path": [0.4444, 0.4205, 0.4229, 0.4109, 0.2043, 0.1298, 0.0376, 0.1406, 0.182, 0.176, 0.1669, 0.1715, 0.1868, 0.182, 0.1787, 0.16, 0.1353, -0.0512, -0.0761, -0.0864, -0.0993, -0.1034, -0.096, -0.1223, -0.0782, -0.0646, -0.0763, -0.0476, -0.073, -0.0703, -0.0897, -0.0912, -0.0763, -0.0799, -0.1034, -0.1122, -0.1254, -0.1185, -0.1168, -0.1302, -0.1285, -0.1371, -0.1241, -0.0879, -0.0946, -0.0822, -0.0898, -0.0839, -0.0665, -0.0707, -0.0688, -0.0573, -0.0241, 0.0129, 0.0159, 0.0057, 0.0042, -0.0216, -0.0283, -0.0439, 0.0218, 0.0226, 0.0218, 0.0, 0.0479, 0.0891, 0.1018, 0.1137, 0.1358, 0.1368, 0.1435, 0.1517, 0.1665, 0.1685, 0.1368, 0.1104, 0.099, 0.099, 0.1186, 0.1018, 0.1159, 0.0968, 0.1057, 0.1296, 0.1313, 0.0938, 0.0653, 0.0424, 0.0859, 0.0663, 0.0181, 0.0472, 0.0625, 0.0911, 0.0891, 0.0901, 0.0809, 0.0802, 0.072, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021557191883489586", "ticker_idx": 0, "ts": "2026-02-11T12:09:27+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I do see a 6 handle in our future", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects NKTR to reach a price in the $60s (6 handle), implying upside from current levels.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@biotech_cash @seedy19tron Idk about atm but I do see a 6 handle in our future", "reply_text": null, "parent_text": "$NKTR 🤓closing today at $65 and then deal at the market AH? @A_May_MD @seedy19tron", "quoted_text": null, "parent_author": "biotech_cash", "ret_m1d": -0.1559909376359363, "ret_signed_m1d": -0.1559909376359363, "alpha_spy_m1d": -0.15622211320939483, "alpha_c_m1d": -0.15010296425742842, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.0058879733785078825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0700829183544378, "ret_signed_p1d": 0.0700829183544378, "alpha_spy_p1d": 0.08553177805232404, "alpha_c_p1d": 0.07168292604216242, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.0016000076877246139, "ret_p1w": 0.11318767609557123, "ret_signed_p1w": 0.11318767609557123, "alpha_spy_p1w": 0.12399768355934104, "alpha_c_p1w": 0.10672371171640793, "bench_spy_p1w": -0.01081000746376981, "bench_c_p1w": 0.006463964379163301, "ret_p1m": 0.10399399675299392, "ret_signed_p1m": 0.10399399675299392, "alpha_spy_p1m": 0.1468722328452382, "alpha_c_p1m": 0.1453380698899268, "bench_spy_p1m": -0.04287823609224428, "bench_c_p1m": -0.04134407313693289, "ret_p3m": 0.1446872448364176, "ret_signed_p3m": 0.1446872448364176, "alpha_spy_p3m": 0.06899325035572335, "alpha_c_p3m": 0.20188322964767025, "bench_spy_p3m": 0.07569399448069425, "bench_c_p3m": -0.057195984811252654, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10399399675299392, "alpha_spy_stated": 0.1468722328452382, "alpha_c_stated": 0.1453380698899268, "price_path": [-0.1263, -0.1069, -0.1308, -0.1869, -0.1457, -0.102, -0.1082, -0.0904, -0.1694, -0.1819, -0.1162, -0.0904, -0.0099, -0.0172, -0.079, -0.1733, -0.139, -0.1305, -0.1424, -0.1367, -0.1141, -0.1298, -0.2295, -0.1756, -0.1967, -0.2591, -0.3153, -0.3369, -0.294, -0.3447, -0.3299, -0.3378, -0.3295, -0.356, -0.3685, -0.3628, -0.3456, -0.3298, -0.3524, -0.3442, -0.3754, -0.4015, -0.4157, -0.4487, -0.4561, -0.4671, -0.4321, -0.454, -0.4436, -0.4494, -0.4407, -0.4396, -0.4268, -0.4588, -0.469, -0.4374, -0.4255, -0.4143, -0.4327, -0.4707, -0.4452, -0.4413, -0.156, 0.0, 0.0701, 0.0751, 0.1126, 0.1029, 0.1132, 0.1112, 0.1096, 0.0312, 0.0606, -0.0068, 0.0396, 0.0303, 0.0265, 0.0717, 0.0919, 0.0656, 0.0422, 0.0862, 0.1052, 0.0604, 0.104, 0.0883, 0.1313, 0.1029, 0.128, 0.0885, 0.1204, 0.0996, 0.0864, 0.0696, 0.0348, -0.0166, 0.0844, 0.1411, 0.1604, 0.1261, 0.1491, 0.1316, 0.1733, 0.168, 0.2125, 0.2247, 0.2543, 0.2659, 0.279, 0.5124, 0.4794, 0.4047, 0.3754, 0.3818, 0.3073, 0.2631, 0.254, 0.2817, 0.3031, 0.3096, 0.2684, 0.2824, 0.2565, 0.2342, 0.1864, 0.1821, 0.1447, 0.1203, 0.0644, 0.0313, 0.0185, 0.0473, 0.0336, 0.0039, -0.0119, -0.0143, -0.0202, -0.0222, -0.0375, -0.1174, -0.1073, -0.1061, -0.1361, -0.1466, -0.1525, -0.1442, -0.1076, -0.105, -0.0784, -0.0916, -0.0818, -0.0818, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2027492656147009603", "ticker_idx": 0, "ts": "2026-02-27T21:14:52+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "even my \"conservative\" projection means ~50% upside over the coming months", "tweet_type": "prediction", "timeline": "months", "summary": "Long NKTR; even conservative scenario implies ~50% upside over coming months, fair value closer to $200.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I think closer to $200 is what it should be worth but understanding when and why the market adjusts to certain valuations is one of the key components of being successful in investing.  Gotta be realistic.\n\nPlus, even my “conservative” projection means ~50% upside over the coming months…not really all that conservative to be fair", "reply_text": null, "parent_text": "@A_May_MD The last page of your $nktr update sounded really bearish to me. You explained in dozens of pages why it should be a &gt;$200 stock now, but then say „well maybe we even see $100 this year“. With $abvx you stood by your view of fair value and I think it influenced the trajectory.", "quoted_text": null, "parent_author": "cluelessbio", "ret_m1d": 0.009069671460596007, "ret_signed_m1d": 0.009069671460596007, "alpha_spy_m1d": 0.009637960756947117, "alpha_c_m1d": -0.0014646090949257395, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": 0.010534280555521747, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003657109388061408, "ret_signed_p1d": -0.003657109388061408, "alpha_spy_p1d": 0.005157230132297741, "alpha_c_p1d": 0.007634017236896051, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.01129112662495746, "ret_p1w": 0.011556479059008584, "ret_signed_p1w": 0.011556479059008584, "alpha_spy_p1w": 0.02337210480658125, "alpha_c_p1w": 0.03849144287324213, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.026934963814233548, "ret_p1m": 0.05251603724162335, "ret_signed_p1m": 0.05251603724162335, "alpha_spy_p1m": 0.10243583130223588, "alpha_c_p1m": 0.1239049556079801, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.07138891836635675, "ret_p3m": -0.06582796898510523, "ret_signed_p3m": -0.06582796898510523, "alpha_spy_p3m": -0.17397725716186285, "alpha_c_p3m": -0.002229703767918201, "bench_spy_p3m": 0.10814928817675762, "bench_c_p3m": -0.06359826521718703, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05251603724162335, "alpha_spy_stated": 0.10243583130223588, "alpha_c_stated": 0.1239049556079801, "price_path": [-0.0391, -0.0461, -0.1061, -0.1976, -0.1643, -0.1561, -0.1676, -0.1621, -0.1401, -0.1554, -0.2522, -0.1998, -0.2203, -0.2809, -0.3354, -0.3563, -0.3148, -0.364, -0.3496, -0.3572, -0.3492, -0.3749, -0.3871, -0.3815, -0.3648, -0.3495, -0.3714, -0.3635, -0.3938, -0.4191, -0.4329, -0.4649, -0.4721, -0.4827, -0.4488, -0.47, -0.4599, -0.4656, -0.4571, -0.4561, -0.4437, -0.4747, -0.4846, -0.4539, -0.4424, -0.4315, -0.4494, -0.4862, -0.4615, -0.4577, -0.1808, -0.0294, 0.0386, 0.0434, 0.0799, 0.0705, 0.0805, 0.0786, 0.0769, 0.0009, 0.0294, -0.036, 0.0091, 0.0, -0.0037, 0.0402, 0.0598, 0.0342, 0.0116, 0.0543, 0.0727, 0.0293, 0.0715, 0.0563, 0.098, 0.0705, 0.0948, 0.0565, 0.0875, 0.0673, 0.0544, 0.0382, 0.0044, -0.0455, 0.0525, 0.1075, 0.1262, 0.093, 0.1153, 0.0983, 0.1388, 0.1337, 0.1769, 0.1887, 0.2174, 0.2286, 0.2414, 0.468, 0.4359, 0.3634, 0.335, 0.3411, 0.2689, 0.226, 0.2171, 0.244, 0.2648, 0.2711, 0.2311, 0.2447, 0.2196, 0.1979, 0.1516, 0.1473, 0.111, 0.0873, 0.0331, 0.001, -0.0114, 0.0165, 0.0032, -0.0256, -0.041, -0.0433, -0.049, -0.0509, -0.0658, -0.1434, -0.1336, -0.1324, -0.1615, -0.1717, -0.1774, -0.1694, -0.1339, -0.1314, -0.1055, -0.1183, -0.1088, -0.1088, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2022320814142464089", "ticker_idx": 0, "ts": "2026-02-13T14:43:49+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These drugs are going to do huge numbers. They ARE worse drugs, but I'm telling you - people you'd never imagine wanting a GLP1 are going to be popping these pills.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish LLY and NVO on oral GLP-1 launches; high on/off discontinuation is a feature driving mass-market consumer demand far beyond injectable addressable market.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Good oral wegovy #s this morning.  $LLY and $NVO both responding well.\n\nThese drugs are going to do huge numbers.  They ARE worse drugs, but I’m telling you - people you’d never imagine wanting a GLP1 are going to be popping these pills.\n\nDiscontinuation rates will be high.  It’s a feature, not a bug.  Patients will come off and on these things all the time, losing 5 lbs here and there.  DTC channels will be the vector for this type of use. \n\nPeople comparing this to the injectables and being bearish on the launches because of attrition/discontinuations are making a mistake.  The use of these drugs will, in my opinion, largely not be “medical” in the way that the injectables are.  Expect very high on and off rates, but know that half your friends are going to be using these things.", "reply_text": null, "parent_text": null, "quoted_text": "Tbh doesn’t seem like $NVO or $LLY have responded adequately to the out of the gate rocket signal we are seeing for oral launches.  \n\nSeems to be a lot of pent up demand, which I’m guessing comes from marginally obese/overweight people who don’t feel like they need an injectable", "parent_author": null, "ret_m1d": -0.0033268512936860395, "ret_signed_m1d": -0.0033268512936860395, "alpha_spy_m1d": -0.002622848160143021, "alpha_c_m1d": -0.002622848160143021, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.0007040031335430186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0037979837599804167, "ret_signed_p1d": -0.0037979837599804167, "alpha_spy_p1d": -0.00541146677903237, "alpha_c_p1d": -0.00541146677903237, "bench_spy_p1d": 0.0016134830190519533, "bench_c_p1d": 0.0016134830190519533, "ret_p1w": 0.017846243856142197, "ret_signed_p1w": 0.017846243856142197, "alpha_spy_p1w": 0.016907423006489175, "alpha_c_p1w": 0.016907423006489175, "bench_spy_p1w": 0.0009388208496530215, "bench_c_p1w": 0.0009388208496530215, "ret_p1m": -0.10543267350096808, "ret_signed_p1m": -0.10543267350096808, "alpha_spy_p1m": -0.08935634523282121, "alpha_c_p1m": -0.08935634523282121, "bench_spy_p1m": -0.016076328268146867, "bench_c_p1m": -0.016076328268146867, "ret_p3m": -0.03206740145459652, "ret_signed_p3m": -0.03206740145459652, "alpha_spy_p3m": -0.11925290637028807, "alpha_c_p3m": -0.11925290637028807, "bench_spy_p3m": 0.08718550491569155, "bench_c_p3m": 0.08718550491569155, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10543267350096808, "alpha_spy_stated": -0.08935634523282121, "alpha_c_stated": -0.08935634523282121, "price_path": [-0.0244, -0.0195, -0.0158, -0.0192, -0.0112, 0.0075, 0.0015, 0.0172, 0.0273, 0.0655, 0.0601, 0.0324, 0.0155, 0.0042, -0.0078, -0.0262, -0.0302, -0.0424, -0.0571, -0.0462, -0.0311, -0.0137, 0.0196, 0.0121, 0.0001, 0.0145, 0.0285, 0.0334, 0.0287, 0.0338, 0.0346, 0.0355, 0.0365, 0.0316, 0.0371, -0.0002, 0.0214, 0.0637, 0.0417, 0.021, 0.0377, 0.034, 0.0303, -0.0084, -0.0032, -0.0004, 0.0353, 0.0438, 0.0217, 0.0202, -0.0021, -0.0172, -0.0169, -0.0044, 0.0023, -0.0367, 0.0628, -0.0201, 0.0158, 0.0028, -0.0161, -0.0255, -0.0033, 0.0, -0.0038, -0.0187, -0.0161, -0.0293, 0.0178, 0.0021, -0.0107, -0.0173, 0.0115, -0.0212, -0.031, -0.035, -0.0546, -0.0478, -0.0304, -0.0372, -0.0386, -0.0603, -0.0528, -0.0489, -0.1054, -0.1173, -0.1178, -0.1282, -0.1245, -0.1317, -0.1189, -0.1375, -0.1555, -0.1475, -0.1156, -0.0822, -0.1004, -0.1086, -0.1047, -0.0834, -0.0815, -0.0967, -0.1062, -0.113, -0.1298, -0.1308, -0.1086, -0.1155, -0.1317, -0.114, -0.1176, -0.15, -0.1651, -0.1596, -0.1815, -0.1013, -0.0737, -0.0693, -0.0492, -0.0509, -0.0625, -0.088, -0.0702, -0.0482, -0.0233, -0.032, -0.0321, -0.0483, -0.0162, -0.0186, 0.0033, 0.0258, 0.0256, 0.0431, 0.0853, 0.0643, 0.0424, 0.025, 0.0391, 0.0839, 0.0898, 0.1069, 0.1025, 0.0945, 0.1182, 0.0913, 0.0878, 0.0812, 0.0711, 0.0581, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2022320814142464089", "ticker_idx": 1, "ts": "2026-02-13T14:43:49+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY and $NVO both responding well. These drugs are going to do huge numbers.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish LLY and NVO on oral GLP-1 launches; high on/off discontinuation is a feature driving mass-market consumer demand far beyond injectable addressable market.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Good oral wegovy #s this morning.  $LLY and $NVO both responding well.\n\nThese drugs are going to do huge numbers.  They ARE worse drugs, but I’m telling you - people you’d never imagine wanting a GLP1 are going to be popping these pills.\n\nDiscontinuation rates will be high.  It’s a feature, not a bug.  Patients will come off and on these things all the time, losing 5 lbs here and there.  DTC channels will be the vector for this type of use. \n\nPeople comparing this to the injectables and being bearish on the launches because of attrition/discontinuations are making a mistake.  The use of these drugs will, in my opinion, largely not be “medical” in the way that the injectables are.  Expect very high on and off rates, but know that half your friends are going to be using these things.", "reply_text": null, "parent_text": null, "quoted_text": "Tbh doesn’t seem like $NVO or $LLY have responded adequately to the out of the gate rocket signal we are seeing for oral launches.  \n\nSeems to be a lot of pent up demand, which I’m guessing comes from marginally obese/overweight people who don’t feel like they need an injectable", "parent_author": null, "ret_m1d": -0.01291096994463481, "ret_signed_m1d": -0.01291096994463481, "alpha_spy_m1d": -0.01220696681109179, "alpha_c_m1d": -0.01220696681109179, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": -0.0007040031335430186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004034698052225449, "ret_signed_p1d": -0.004034698052225449, "alpha_spy_p1d": -0.005648181071277403, "alpha_c_p1d": -0.005648181071277403, "bench_spy_p1d": 0.0016134830190519533, "bench_c_p1d": 0.0016134830190519533, "ret_p1w": -0.20052442937311876, "ret_signed_p1w": -0.20052442937311876, "alpha_spy_p1w": -0.20146325022277178, "alpha_c_p1w": -0.20146325022277178, "bench_spy_p1w": 0.0009388208496530215, "bench_c_p1w": 0.0009388208496530215, "ret_p1m": -0.2247326974645799, "ret_signed_p1m": -0.2247326974645799, "alpha_spy_p1m": -0.20865636919643304, "alpha_c_p1m": -0.20865636919643304, "bench_spy_p1m": -0.016076328268146867, "bench_c_p1m": -0.016076328268146867, "ret_p3m": -0.06433657681869953, "ret_signed_p3m": -0.06433657681869953, "alpha_spy_p3m": -0.15152208173439108, "alpha_c_p3m": -0.15152208173439108, "bench_spy_p3m": 0.08718550491569155, "bench_c_p3m": 0.08718550491569155, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2247326974645799, "alpha_spy_stated": -0.20865636919643304, "alpha_c_stated": -0.20865636919643304, "price_path": [0.0139, -0.0083, -0.0264, -0.0224, -0.0408, -0.0115, -0.0397, -0.0391, -0.0928, -0.0506, -0.0173, -0.0044, -0.023, -0.0432, -0.0403, -0.0319, -0.0345, -0.0565, -0.0648, -0.0105, 0.0145, 0.0123, 0.0161, -0.0123, -0.0363, -0.0395, -0.0299, -0.0297, 0.0412, 0.0603, 0.0571, 0.0383, 0.0333, 0.0264, 0.0569, 0.1118, 0.135, 0.1412, 0.1567, 0.1864, 0.2076, 0.2031, 0.1884, 0.1523, 0.2574, 0.2241, 0.1967, 0.2554, 0.256, 0.2907, 0.2687, 0.2171, 0.1969, 0.1989, 0.1888, 0.0147, -0.048, -0.1257, -0.0389, -0.004, -0.0091, -0.0167, -0.0129, 0.0, -0.004, -0.0069, -0.0226, -0.0434, -0.2005, -0.2215, -0.2302, -0.2411, -0.2445, -0.2382, -0.2604, -0.2233, -0.2118, -0.2217, -0.1975, -0.2189, -0.2167, -0.233, -0.2342, -0.2217, -0.2247, -0.2445, -0.252, -0.2631, -0.2572, -0.2558, -0.2671, -0.2657, -0.2729, -0.262, -0.2314, -0.2371, -0.2266, -0.2331, -0.2281, -0.2134, -0.217, -0.2153, -0.2057, -0.1777, -0.1465, -0.144, -0.1526, -0.1538, -0.1756, -0.1812, -0.1944, -0.139, -0.1384, -0.139, -0.1574, -0.117, -0.0823, -0.0717, -0.0616, -0.043, -0.0422, -0.0365, -0.0296, -0.0171, -0.0154, -0.0422, -0.0643, -0.074, -0.074, -0.0574, -0.0717, -0.0597, -0.0758, -0.0683, -0.0482, -0.0468, -0.0783, -0.1024, -0.1216, -0.085, -0.1016, -0.1421, -0.1177, -0.1047, -0.0806, -0.0823, -0.0815, -0.0892, -0.0899, -0.0968, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2010742999538692398", "ticker_idx": 0, "ts": "2026-01-12T15:57:43+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe I have a good estimate of the M&A valuation of this company, it is not trading near that level currently, and I personally view the deal as a simple matter of time", "tweet_type": "analysis", "timeline": "months", "summary": "Long ABVX; M&A valuation well above current price, deal seen as inevitable, prefers waiting for post-maintenance and potentially Crohn's data to maximize acquisition premium.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "A few serious/non-memey words on $ABVX for the first time in a while.\n\nNobody knows how much of this M&A rumor smoke coming out of France is real.  A deal, if any, could be happening soon, or it could take quite some time. \n\nWhat I do know is that I have never once wavered in my preference for them to wait until after the maintenance data hits to sell the company, because this should help solidify their position and get a higher price (not to mention some potential tax implications).\n\nThose who read my pitch on $ABVX back in the day may recall that the incredible strength of Obefazimod's P2b maintenance data was one of my main bull points for the company's odds to hit in P3 induction.\n\nLooking back at the efficacy table I assembled in the pitch, we can see that $ABVX's P2b maintenance data blew away....everyone.  Every competitor was inferior on this (caveat emptor) cross trial comparison - unlike the induction data.\n\nThis could reasonably imply that Obefazimod's true strength is actually in its long term/maintenance treatment, with maintenance data being even stronger than (now extremely impressive) induction data.  \n\nNow, given how incredibly good the P3 induction data ended up being, if the P3 maintenance data take a similar \"leap\" in efficacy compared to induction...the company might just have the argument of being the most efficacious drug on the market over long term treatment.\n\nKeep in mind though, that although the 65% remission rate they saw in P2b comfortably hurdled all the competition (with 2nd place Rinvoq way down at 52% in P3), Obe's remission rate won't be that high in P3 maintenance because this time the trial is blinded, not open label.\n\nStill, the point stands - ABVX's maintenance data were the superior/strong point of their P2b dataset.  If that also ends up being the case in the P3 dataset, the asking price is going up, full stop.\n\nFine by me if the company waits until post-maintenance data in Q2 to sell.  At the very least I would expect them to stay independent through the upcoming ECCO conference in February, where they have ~2 dozen presentations.  This will be their first major opportunity since the data came out to really burst onto the scene and market themselves to the GI community at large.\n\n*Maybe* a would-be acquirer would want to make buzz by bringing in the asset before that event, but again, my preference is and always has been a post-maintenance deal.\n\n---\n\nAnd then one more point...this one a bit more interesting.\n\nWhat if $ABVX gets past the maintenance data and still hasn't sold?  Well, then the next catalyst on the horizon is the Crohn's data.\n\nIs there any chance that $ABVX might wait for the Crohn's data to sell?  People are split on the probability of success for that readout, but adding Crohn's to the label would just about double Obefazimod's TAM, with the current valuation being almost entirely based on its opportunity in UC...do your own math on what that could theoretically mean for the stock price.\n\nIt's no secret that a hit in Crohn's would be a huge deal for their valuation, but here's the interesting part:\n\nRecall:  In my $ABVX pitch where I predicted that they were going to hit (and resoundingly so) on UC induction, a key part of my bull thesis was that the company had obliquely given us blinded/blended response data for the trial that almost proved it was going to hit.\n\nThis was due to a quirk in the trial design wherein, the company was blinded to the response/remission rates in the study, however, they were NOT blinded to maintenance trial enrollment after induction...and only induction responders could enroll into maintenance.  So, they didn't know the response rate ahead of time...but...they knew the response rate ahead of time 😉😉\n\nWell, the Crohn's trial has the same quirk...only responders enroll into maintenance, and the company is going to know what their trial enrollment rates look like...\n\nPoint being, if we get past ECCO, and past maintenance data, and *still* all we have is smoke and rumors around this much-discussed buyout...well, there might just be a reason for $ABVX's quiet confidence in such a scenario.  \n\nIn this case, patience is key IMO.  You'll neither find me selling the dips nor lighting options premiums on fire on the rips.  Zooming out it is all very simple to me.\n\nI believe I have a good estimate of the M&A valuation of this company, it is not trading near that level currently, and I personally view the deal as a simple matter of time.\n\nWho knows, but time will tell.  Good luck!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03050846164509402, "ret_signed_m1d": -0.03050846164509402, "alpha_spy_m1d": -0.028940491037216742, "alpha_c_m1d": -0.030063652838405397, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.00044480880668862355, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01389829991227498, "ret_signed_p1d": 0.01389829991227498, "alpha_spy_p1d": 0.015897806677656834, "alpha_c_p1d": 0.017964859042104764, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.004066559129829783, "ret_p1w": 0.007118613032971455, "ret_signed_p1w": 0.007118613032971455, "alpha_spy_p1w": 0.03240774402383462, "alpha_c_p1w": 0.019699722005872, "bench_spy_p1w": -0.025289130990863162, "bench_c_p1w": -0.012581108972900545, "ret_p1m": 0.04042370036496945, "ret_signed_p1m": 0.04042370036496945, "alpha_spy_p1m": 0.04502689982294095, "alpha_c_p1m": 0.04760382378797423, "bench_spy_p1m": -0.004603199457971496, "bench_c_p1m": -0.007180123423004781, "ret_p3m": 0.06610172077760867, "ret_signed_p3m": 0.06610172077760867, "alpha_spy_p3m": 0.06438034255227532, "alpha_c_p3m": 0.11654122867829508, "bench_spy_p3m": 0.0017213782253333587, "bench_c_p3m": -0.05043950790068641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04042370036496945, "alpha_spy_stated": 0.04502689982294095, "alpha_c_stated": 0.04760382378797423, "price_path": [-0.2053, -0.1896, -0.171, -0.1897, -0.2126, -0.2142, -0.2247, -0.2231, -0.2313, -0.2333, -0.2308, -0.1963, -0.2013, -0.1615, -0.1162, -0.132, -0.1623, -0.1641, -0.1558, -0.1195, -0.1079, -0.1007, -0.0758, -0.1235, -0.1449, -0.0645, -0.0371, -0.0353, -0.0428, 0.0415, 0.0095, 0.0653, 0.0867, 0.0651, 0.0579, 0.0163, -0.0269, -0.0599, -0.0624, -0.0296, -0.025, 0.0427, 0.0808, 0.1279, 0.0639, -0.0008, -0.0595, -0.0608, -0.0372, -0.0259, 0.1756, 0.1725, 0.2314, 0.206, 0.1898, 0.1724, 0.1428, 0.1336, 0.0443, 0.0093, 0.0719, -0.0213, -0.0305, 0.0, 0.0139, 0.0594, -0.0102, -0.0076, 0.0071, 0.017, 0.0477, 0.0349, 0.0244, 0.0075, -0.0341, -0.0378, -0.0581, -0.0554, -0.0397, -0.0375, -0.0618, -0.0028, 0.0151, 0.01, 0.0404, 0.0554, 0.0592, 0.0647, 0.0761, 0.1037, 0.1047, 0.1264, 0.0872, 0.0452, 0.0125, 0.0278, -0.0414, -0.0585, -0.0104, -0.0449, -0.0735, -0.0711, -0.0231, -0.0482, -0.0086, -0.0212, 0.0403, 0.0731, 0.0508, 0.0426, 0.0198, -0.0219, -0.0664, -0.0619, -0.0722, -0.1316, -0.1398, -0.0564, -0.0257, 0.0031, 0.0125, -0.0129, 0.0081, 0.0652, 0.069, 0.0281, 0.0661, 0.0295, 0.0379, 0.0183, -0.0256, -0.0557, -0.017, -0.0424, -0.0292, -0.0517, -0.0689, -0.0997, -0.0053, -0.0033, -0.0074, 0.049, 0.0724, 0.0564, 0.0402, 0.035, 0.0287, 0.0331, 0.0254, -0.0294, -0.0377, -0.0362, 0.0161, 0.0511, 0.0338, 0.0713, 0.0994, 0.0975, 0.124, 0.0991, -0.3856, -0.236, -0.1108, -0.1396, -0.1396, -0.1295, -0.1692, -0.1452, -0.1818, -0.1673, -0.1737, -0.1513, -0.1597, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2061599089863610830", "ticker_idx": 0, "ts": "2026-06-02T00:01:40+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these clearly show that there shouldn't even be concern about a black box for malignancy risk for $ABVX - otherwise how do you explain Sotyktu with a ~50% higher per patient year cancer rate and a perfectly clean label???", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: cancer rates vs background incidence and FDA precedent show no basis for black box warning, initial sell-off reaction was wrong.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Another key point that the initial reaction missed here is the fact that cancer risk is really not gauged by a comparison to placebo.  It is gauged by a comparison to expected background cancer incidence.  The placebo arm showing no cases of cancer is not important because the study is not powered to detect low rate events like this *at all*.  Again - statistical noise.\n\nThe initial gut reaction is to look at the vs placebo numbers and freak out.  What actually matters (and what takes far more time and thought to do) is to compare to background rates and review of FDA precedent...these clearly show that there shouldn't even be concern about a black box for malignancy risk for $ABVX - otherwise how do you explain Sotyktu with a ~50% higher per patient year cancer rate and a perfectly clean label???", "reply_text": null, "parent_text": "Always sharp @drug_smolecules making the case here that $ABVX doesn't even get a black box warning by comparing malignancy rates to Sotyktu, which was under a huge microscope for safety because its target (TYK2) is a member of the JAK family.  Sotyktu did NOT get a black box", "quoted_text": null, "parent_author": "A_May_MD", "ret_m1d": 0.7888276198814654, "ret_signed_m1d": 0.7888276198814654, "alpha_spy_m1d": 0.7901837181788947, "alpha_c_m1d": 0.7789915372213498, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": 0.009836082660115597, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24344829690867464, "ret_signed_p1d": 0.24344829690867464, "alpha_spy_p1d": 0.2504654792291745, "alpha_c_p1d": 0.23559304278833237, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": 0.00785525412034227, "ret_p1w": 0.4168276030441811, "ret_signed_p1w": 0.4168276030441811, "alpha_spy_p1w": 0.44647598986886405, "alpha_c_p1w": 0.36102149806912776, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": 0.05580610497505334, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.5324, 0.6106, 0.5545, 0.508, 0.5119, 0.5901, 0.5491, 0.6135, 0.5931, 0.6931, 0.7465, 0.7102, 0.6969, 0.6599, 0.592, 0.5196, 0.5269, 0.5101, 0.4134, 0.4, 0.5359, 0.5858, 0.6327, 0.6479, 0.6066, 0.6408, 0.7337, 0.7399, 0.6732, 0.7352, 0.6756, 0.6892, 0.6574, 0.5859, 0.537, 0.5999, 0.5586, 0.5801, 0.5434, 0.5154, 0.4654, 0.619, 0.6222, 0.6156, 0.7073, 0.7454, 0.7193, 0.693, 0.6846, 0.6743, 0.6815, 0.669, 0.5797, 0.5662, 0.5687, 0.6538, 0.7108, 0.6826, 0.7436, 0.7894, 0.7862, 0.8294, 0.7888, 0.0, 0.2434, 0.4473, 0.4004, 0.4004, 0.4168, 0.3521, 0.3913, 0.3317, 0.3553, 0.3448, 0.3814, 0.3676, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2028818951547871392", "ticker_idx": 0, "ts": "2026-03-03T13:05:06+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Fair to say a lot of bad is getting priced in! And of course I repeat myself, but…fastest drug launch of all time ongoing", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on NVO: bad news priced in from $142 high, fastest drug launch ever still ongoing.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CloisterRes @Spreckels_Organ There are bear theses indeed.\n\nThis was a $142 stock not even 18 months ago 😅 \n\nFair to say a lot of bad is getting priced in!\n\nAnd of course I repeat myself, but…fastest drug launch of all time ongoing \n\n🤷🏻‍♂️ 🤷🏻‍♂️ 🤷🏻‍♂️", "reply_text": null, "parent_text": "@Spreckels_Organ @A_May_MD Oh no, our mega blockbuster will only do $40bn of sales through 2034 instead of through 2038", "quoted_text": null, "parent_author": "CloisterRes", "ret_m1d": 0.030005452947962974, "ret_signed_m1d": 0.030005452947962974, "alpha_spy_m1d": 0.021112729947819986, "alpha_c_m1d": 0.021112729947819986, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.008892723000142988, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05019096105106513, "ret_signed_p1d": 0.05019096105106513, "alpha_spy_p1d": 0.04313569528357064, "alpha_c_p1d": 0.04313569528357064, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.00705526576749449, "ret_p1w": 0.05619211636407573, "ret_signed_p1w": 0.05619211636407573, "alpha_spy_p1w": 0.06082233181637586, "alpha_c_p1w": 0.06082233181637586, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": 0.031584812218486746, "ret_signed_p1m": 0.031584812218486746, "alpha_spy_p1m": 0.06583377761723608, "alpha_c_p1m": 0.06583377761723608, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.21369569098451335, "ret_signed_p3m": 0.21369569098451335, "alpha_spy_p3m": 0.09417375635570946, "alpha_c_p3m": 0.09417375635570946, "bench_spy_p3m": 0.1195219346288039, "bench_c_p3m": 0.1195219346288039, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.031584812218486746, "alpha_spy_stated": 0.06583377761723608, "alpha_c_stated": 0.06583377761723608, "price_path": [0.3462, 0.3211, 0.2938, 0.2976, 0.3091, 0.3055, 0.2758, 0.2646, 0.338, 0.3718, 0.3688, 0.374, 0.3355, 0.3031, 0.2987, 0.3118, 0.3121, 0.4078, 0.4337, 0.4294, 0.404, 0.3972, 0.3879, 0.4291, 0.5033, 0.5346, 0.5431, 0.5641, 0.6042, 0.6328, 0.6268, 0.6069, 0.5581, 0.7002, 0.6552, 0.6181, 0.6975, 0.6983, 0.7452, 0.7155, 0.6457, 0.6184, 0.6211, 0.6075, 0.3721, 0.2872, 0.1822, 0.2995, 0.3467, 0.3399, 0.3295, 0.3347, 0.3522, 0.3467, 0.3429, 0.3216, 0.2935, 0.081, 0.0526, 0.0409, 0.0262, 0.0215, 0.03, 0.0, 0.0502, 0.0657, 0.0524, 0.0851, 0.0562, 0.0592, 0.0371, 0.0355, 0.0524, 0.0483, 0.0215, 0.0115, -0.0035, 0.0044, 0.0063, -0.009, -0.0071, -0.0169, -0.0021, 0.0392, 0.0316, 0.0457, 0.037, 0.0437, 0.0635, 0.0587, 0.061, 0.074, 0.1119, 0.154, 0.1574, 0.1458, 0.1441, 0.1147, 0.1071, 0.0893, 0.1642, 0.1651, 0.1642, 0.1393, 0.1939, 0.2408, 0.2553, 0.2688, 0.294, 0.2951, 0.3028, 0.3121, 0.3291, 0.3313, 0.2951, 0.2652, 0.2522, 0.2522, 0.2745, 0.2553, 0.2714, 0.2496, 0.2598, 0.2869, 0.2889, 0.2462, 0.2137, 0.1877, 0.2372, 0.2148, 0.16, 0.1931, 0.2106, 0.2431, 0.2408, 0.242, 0.2315, 0.2307, 0.2213, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2012969152432992676", "ticker_idx": 0, "ts": "2026-01-18T19:23:39+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A liquid, 'consensus' name that you can set and forget with high probability of returning >50% by YE (I personally see the odds of closing the year <$180 as very low)?....Sign me up.", "tweet_type": "analysis", "timeline": "months", "summary": "Long ABVX with high conviction; sees >50% upside by year-end (~$180+), with forced selling by biotech funds creating a temporary non-fundamental discount.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Great article altogether by @KevinLMak on how he arrives at an $ABVX bull thesis as a generalist.  You should read the whole thing, but the lines below are far too good not to share:\n\n👉\"The result is an unusual dynamic. You get the benefit of shared understanding without the usual overvaluation that consensus creates.\n\nIn that sense, this is a meta-contrarian position. It is locally consensus within biotech, but globally ignored. The usual mechanism by which consensus ideas become fully priced never really engages.\"👈\n\n(Exceptionally good writing paired with exceptionally strong logic & intellect🤌🤌🤌)\n\nA different point from my end that goes along the same line of thinking as Kevin's:\n\nThe people closest to the $ABVX story are the biotech specialist funds that were holding this stock all along, even at $8/share only a few short months ago.  They, more than anyone else, understand the story and the valuation here.\n\nNow, with what was for some already a mid/large position at $8/share, the stock rising >1,300% in a few months makes it an unacceptably large position within a tightly regulated portfolio.\n\nThe result is that the very investors who know and like the stock the most are being forced to sell to reduce exposure, for entirely non-fundamental reasons.  \n\nThis is especially noteworthy for Sofinnova, historically the company's largest investor, who is in the process of liquidating their position simply because their (interestingly designed (French)) fund has a set lifespan by which they must return cash to LPs. \n\nAll of this helps to serve as an explanation of why an opportunity still exists here.  \n\nYes, everyone in biotech has heard of $ABVX by now and yes, it has already gone up a ton.  But, there are reasons to explain why the stock still trades at $115 that aren't simply...\"Well, that's just what it's worth right now\"...  Importantly, those reasons are temporary, and IMO unlikely to last for long.\n\nI've never seen a more consensus M&A name in my life, and the stock isn't trading near even the most conservative M&A valuation estimates.  \n\nA liquid, \"consensus\" name that you can set and forget with high probability of returning >50% by YE (I personally see the odds of closing the year <$180 as very low)?....Sign me up.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/91hi1E8BAD", "parent_author": null, "ret_m1d": -0.014641517312254826, "ret_signed_m1d": -0.014641517312254826, "alpha_spy_m1d": -0.03542132776950713, "alpha_c_m1d": -0.0168295168760747, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.0021879995638198757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009845219070970357, "ret_signed_p1d": 0.009845219070970357, "alpha_spy_p1d": -0.0016958902106909424, "alpha_c_p1d": -0.008558941283210997, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.018404160354181354, "ret_p1w": 0.00042075945219344213, "ret_signed_p1w": 0.00042075945219344213, "alpha_spy_p1w": -0.02601151950349756, "alpha_c_p1w": 9.89484132465357e-05, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.00032181103894690644, "ret_p1m": 0.09592737720102651, "ret_signed_p1m": 0.09592737720102651, "alpha_spy_p1m": 0.08574416800001505, "alpha_c_p1m": 0.08395825449696193, "bench_spy_p1m": 0.010183209201011456, "bench_c_p1m": 0.011969122704064583, "ret_p3m": -0.06235271172212464, "ret_signed_p3m": -0.06235271172212464, "alpha_spy_p3m": -0.10430036877171334, "alpha_c_p3m": -0.0052090686436944145, "bench_spy_p3m": 0.041947657049588694, "bench_c_p3m": -0.05714364307843023, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09592737720102651, "alpha_spy_stated": 0.08574416800001505, "alpha_c_stated": 0.08395825449696193, "price_path": [-0.2197, -0.2301, -0.2286, -0.2367, -0.2387, -0.2363, -0.202, -0.207, -0.1675, -0.1224, -0.1382, -0.1682, -0.17, -0.1618, -0.1257, -0.1142, -0.107, -0.0823, -0.1297, -0.151, -0.0711, -0.0439, -0.0422, -0.0496, 0.0342, 0.0024, 0.0578, 0.079, 0.0576, 0.0504, 0.0091, -0.0337, -0.0666, -0.069, -0.0364, -0.0319, 0.0353, 0.0731, 0.1199, 0.0564, -0.0078, -0.0661, -0.0675, -0.044, -0.0328, 0.1673, 0.1642, 0.2227, 0.1975, 0.1814, 0.1641, 0.1348, 0.1256, 0.0369, 0.0022, 0.0643, -0.0282, -0.0374, -0.0071, 0.0067, 0.0519, -0.0172, -0.0146, 0.0, 0.0098, 0.0403, 0.0276, 0.0172, 0.0004, -0.0409, -0.0446, -0.0647, -0.0621, -0.0464, -0.0443, -0.0684, -0.0098, 0.0079, 0.0029, 0.0331, 0.048, 0.0518, 0.0571, 0.0685, 0.0959, 0.0969, 0.1184, 0.0795, 0.0378, 0.0053, 0.0205, -0.0482, -0.0651, -0.0174, -0.0517, -0.08, -0.0777, -0.03, -0.0549, -0.0157, -0.0281, 0.0329, 0.0655, 0.0433, 0.0352, 0.0126, -0.0288, -0.073, -0.0685, -0.0788, -0.1377, -0.1459, -0.063, -0.0326, -0.004, 0.0053, -0.0199, 0.001, 0.0576, 0.0614, 0.0208, 0.0586, 0.0222, 0.0305, 0.0111, -0.0325, -0.0624, -0.024, -0.0491, -0.036, -0.0584, -0.0755, -0.106, -0.0123, -0.0104, -0.0144, 0.0416, 0.0648, 0.0489, 0.0328, 0.0277, 0.0215, 0.0258, 0.0182, -0.0363, -0.0445, -0.043, 0.0089, 0.0437, 0.0265, 0.0637, 0.0916, 0.0897, 0.116, 0.0913, -0.3899, -0.2414, -0.117, -0.1457, -0.1457, -0.1356, -0.1751, -0.1512, -0.1876, -0.1732, -0.1796, -0.1573, -0.1657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2020289600715899134", "ticker_idx": 0, "ts": "2026-02-08T00:12:30+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS' entire GLP-1 operation is about to come down... This will be a case study of management and legal disasters if the FDA really cracks down on the whole thing", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish HIMS: FDA crackdown on GLP-1 compounding will destroy their entire GLP-1 operation, not just the pill.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "IMO $HIMS’ entire GLP-1 operation is about to come down.\n\n$HIMS may backing off of the GLP-1 pill now, but they opened Pandora’s Box here, coaxing the FDA into ***FINALLY*** cracking down on the overall GLP-1 mass compounding scam that $HIMS has been conducting/profiting from.\n\nCheck the FDA press release:  Notice that the word “pill” doesn’t appear once.  No mention of “oral” either.  That’s clearly not what the FDA was specifically talking about - it’s literally not mentioned at all. \n\nThe FDA is signaling that they’re cracking down on GLP-1 compounding in general, and of course even named $HIMS specifically. \n\n$HIMS was getting away with something they shouldn’t have been.  They should’ve laid low and kept it going.  Instead they got greedy and overconfident that the (inexplicably slow) FDA would just keep letting them get away with it, and they pushed it too far. \n\nThis will be a case study of management and legal disasters if the FDA really cracks down on the whole thing, as they obviously *should*.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.19089501027531042, "ret_signed_m1d": -0.19089501027531042, "alpha_spy_m1d": -0.1956936875023504, "alpha_c_m1d": -0.1956936875023504, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1081220983361072, "ret_signed_p1d": 0.1081220983361072, "alpha_spy_p1d": 0.10548495237792577, "alpha_c_p1d": 0.10548495237792577, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.1583031287128791, "ret_signed_p1w": 0.1583031287128791, "alpha_spy_p1w": 0.1423076558502826, "alpha_c_p1w": 0.1423076558502826, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": 0.3388514879934228, "ret_signed_p1m": -0.3388514879934228, "alpha_spy_p1m": -0.36424236253999065, "alpha_c_p1m": -0.36424236253999065, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": 0.5075012677010686, "ret_signed_p3m": -0.5075012677010686, "alpha_spy_p3m": -0.43924131982504333, "alpha_c_p3m": -0.43924131982504333, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3388514879934228, "alpha_spy_stated": -0.36424236253999065, "alpha_c_stated": -0.36424236253999065, "price_path": [1.148, 1.1226, 1.1236, 1.0564, 1.0186, 0.865, 0.9131, 0.8407, 0.8758, 0.8536, 0.7393, 0.7957, 0.9545, 0.9188, 0.9865, 1.0569, 0.9405, 0.8784, 0.9177, 1.0704, 1.0279, 1.0238, 1.06, 0.9596, 0.954, 0.925, 0.8753, 0.9069, 0.8091, 0.7988, 0.8396, 0.8132, 0.8003, 0.7936, 0.775, 0.7641, 0.7093, 0.6798, 0.7284, 0.7957, 0.8345, 0.8345, 0.7522, 0.6394, 0.673, 0.6658, 0.6203, 0.6156, 0.6234, 0.5763, 0.4946, 0.5789, 0.5323, 0.5665, 0.5354, 0.4832, 0.5453, 0.4014, 0.3678, 0.3213, 0.2623, 0.2147, 0.1909, 0.0, -0.1081, -0.1366, -0.1826, -0.1568, -0.1583, -0.1805, -0.1816, -0.1914, -0.1976, -0.2002, -0.1816, -0.193, -0.2488, -0.1474, -0.1816, -0.149, -0.1785, -0.1857, 0.1464, 0.2142, 0.3389, 0.2333, 0.2814, 0.2871, 0.2923, 0.1976, 0.2499, 0.1392, 0.1619, 0.104, 0.0781, 0.0792, 0.0026, -0.0285, 0.074, 0.0264, -0.0098, 0.0517, 0.0088, 0.0031, 0.0217, 0.0052, 0.0942, 0.105, 0.2566, 0.3963, 0.4909, 0.6042, 0.5396, 0.5008, 0.4563, 0.581, 0.5204, 0.4439, 0.3621, 0.4056, 0.418, 0.4108, 0.3621, 0.3906, 0.327, 0.4625, 0.5075, 0.2949, 0.2488, 0.254, 0.2959, 0.1531, 0.1609, 0.1919, 0.2421, 0.2287, 0.2338, 0.3037, 0.313, 0.3528, 0.4361, 0.4232, 0.4232, 0.449, 0.3549, 0.4056, 0.4992, 0.4371, 0.4935, 0.3875, 0.5608, 0.628, 0.6498, 0.835, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2031066834875605373", "ticker_idx": 0, "ts": "2026-03-09T17:57:23+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I say that I *am* short $APGE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Confirms active short position in APGE.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PikaCapital Interesting.  Solid proof that you didn’t read the post where I say that I *am* short $APGE. \n\nYou’re not just uninterested in meaningful dialogue, you even want to talk trash clearly without even reading the post. \n\nMy returns own you.  Contribute or shut up, loser.", "reply_text": null, "parent_text": "$APGE I think he might be still  short APGE. Cry harder, Adam.", "quoted_text": null, "parent_author": "PikaCapital", "ret_m1d": -0.025220167174749952, "ret_signed_m1d": 0.025220167174749952, "alpha_spy_m1d": 0.016536276988797893, "alpha_c_m1d": 0.015107428970386971, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.010112738204362981, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00573792755760838, "ret_signed_p1d": -0.00573792755760838, "alpha_spy_p1d": -0.007345033453448058, "alpha_c_p1d": -0.012933558392257627, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.007195630834649247, "ret_p1w": -0.05137451265131532, "ret_signed_p1w": 0.05137451265131532, "alpha_spy_p1w": 0.037751610166502525, "alpha_c_p1w": 0.030306183905531414, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.021068328745783904, "ret_p1m": 0.10915399037478712, "ret_signed_p1m": -0.10915399037478712, "alpha_spy_p1m": -0.10976408450152753, "alpha_c_p1m": -0.13492028230025976, "bench_spy_p1m": -0.0006100941267404014, "bench_c_p1m": -0.02576629192547264, "ret_p3m": 0.10768614133865229, "ret_signed_p3m": -0.10768614133865229, "alpha_spy_p3m": -0.0148488852134665, "alpha_c_p3m": -0.11405501011182739, "bench_spy_p3m": 0.09283725612518579, "bench_c_p3m": -0.006368868773175107, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10915399037478712, "alpha_spy_stated": -0.10976408450152753, "alpha_c_stated": -0.13492028230025976, "price_path": [0.0075, 0.0242, 0.0153, -0.0027, 0.0149, 0.0212, 0.0286, 0.025, -0.0021, 0.0075, 0.0322, 0.048, 0.0408, 0.0315, 0.042, 0.0318, 0.0192, 0.0109, 0.0072, 0.0112, 0.0343, 0.0442, 0.0535, 0.0339, 0.0407, 0.0362, 0.0542, 0.0999, 0.0775, 0.0778, 0.0947, 0.093, 0.0657, -0.0657, -0.0657, -0.0342, -0.0567, -0.0662, -0.1258, -0.1242, -0.0807, -0.1342, -0.1709, -0.1695, -0.1709, -0.126, -0.1218, -0.0751, -0.0955, -0.0707, -0.0623, -0.0802, -0.0874, -0.0671, -0.049, -0.054, -0.0781, -0.0659, -0.0537, -0.0859, -0.0351, -0.0536, -0.0252, 0.0, 0.0057, -0.0035, -0.0191, -0.0406, -0.0514, -0.0679, -0.109, -0.0859, -0.1188, 0.0574, -0.0259, 0.0479, 0.0464, 0.0384, 0.0504, 0.1232, 0.1241, 0.1254, 0.121, 0.1113, 0.1092, 0.1545, 0.1512, 0.1575, 0.1805, 0.1919, 0.2083, 0.2303, 0.2132, 0.2124, 0.21, 0.1781, 0.1424, 0.1539, 0.1392, 0.0946, 0.1061, 0.0775, 0.1149, 0.1114, 0.1281, 0.0917, 0.108, 0.1289, 0.1066, 0.1201, 0.1197, 0.0827, 0.0508, 0.0444, 0.0861, 0.0999, 0.083, 0.105, 0.0375, 0.0384, 0.0961, 0.0582, 0.0503, 0.1234, 0.213, 0.1599, 0.1077, 0.1342, 0.1038, 0.1943, 0.1787, 0.1501, 0.1374, 0.18, 0.206, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019904578540462507", "ticker_idx": 0, "ts": "2026-02-06T22:42:34+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this could be really big news for $NVO & $LLY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "HIMS potentially disrupting compounders could be big positive news for branded GLP-1 players NVO and LLY.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@masterlongevity Legitimately they could be messing up the game for many other compounders, which is why this could be really big news for $NVO &amp; $LLY", "reply_text": null, "parent_text": "@A_May_MD The other compounding pharmacies must absolutely hate $hims mgmt right now", "quoted_text": null, "parent_author": "masterlongevity", "ret_m1d": -0.03504151209453421, "ret_signed_m1d": -0.03504151209453421, "alpha_spy_m1d": -0.03024283486749424, "alpha_c_m1d": -0.03024283486749424, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005063763432686441, "ret_signed_p1d": -0.005063763432686441, "alpha_spy_p1d": -0.0024266174745050106, "alpha_c_p1d": -0.0024266174745050106, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": 0.015995472862596505, "alpha_c_p1w": 0.015995472862596505, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": -0.21348989077628, "ret_signed_p1m": -0.21348989077628, "alpha_spy_p1m": -0.18809901622971215, "alpha_c_p1m": -0.18809901622971215, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": -0.02568936574434566, "ret_signed_p3m": -0.02568936574434566, "alpha_spy_p3m": -0.09394931362037096, "alpha_c_p3m": -0.09394931362037096, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21348989077628, "alpha_spy_stated": -0.18809901622971215, "alpha_c_stated": -0.18809901622971215, "price_path": [-0.0579, -0.0747, -0.0695, -0.0045, 0.018, -0.0043, -0.0225, -0.0184, -0.0369, -0.0075, -0.0359, -0.0352, -0.0891, -0.0468, -0.0134, -0.0004, -0.019, -0.0393, -0.0365, -0.028, -0.0306, -0.0527, -0.061, -0.0065, 0.0186, 0.0164, 0.0203, -0.0083, -0.0324, -0.0356, -0.0259, -0.0257, 0.0454, 0.0646, 0.0614, 0.0425, 0.0375, 0.0306, 0.0612, 0.1163, 0.1396, 0.1458, 0.1614, 0.1912, 0.2125, 0.208, 0.1932, 0.157, 0.2625, 0.2291, 0.2015, 0.2605, 0.2611, 0.2959, 0.2739, 0.222, 0.2017, 0.2038, 0.1936, 0.0188, -0.0442, -0.1221, -0.035, 0.0, -0.0051, -0.0128, -0.0089, 0.0041, 0.0, -0.0028, -0.0186, -0.0395, -0.1973, -0.2184, -0.2271, -0.238, -0.2414, -0.2352, -0.2574, -0.2202, -0.2086, -0.2186, -0.1942, -0.2157, -0.2135, -0.2299, -0.2311, -0.2186, -0.2216, -0.2414, -0.2489, -0.2601, -0.2542, -0.2528, -0.2641, -0.2627, -0.27, -0.259, -0.2283, -0.234, -0.2235, -0.23, -0.225, -0.2103, -0.2138, -0.2122, -0.2025, -0.1744, -0.1431, -0.1405, -0.1492, -0.1504, -0.1723, -0.1779, -0.1912, -0.1355, -0.1349, -0.1355, -0.154, -0.1135, -0.0786, -0.0679, -0.0578, -0.0391, -0.0383, -0.0326, -0.0257, -0.0131, -0.0114, -0.0383, -0.0605, -0.0702, -0.0702, -0.0536, -0.0679, -0.0559, -0.0721, -0.0645, -0.0444, -0.0429, -0.0746, -0.0988, -0.1181, -0.0813, -0.0979, -0.1387, -0.1141, -0.1011, -0.0769, -0.0786, -0.0778, -0.0855, -0.0862, -0.0931, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019904578540462507", "ticker_idx": 1, "ts": "2026-02-06T22:42:34+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this could be really big news for $NVO & $LLY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "HIMS potentially disrupting compounders could be big positive news for branded GLP-1 players NVO and LLY.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@masterlongevity Legitimately they could be messing up the game for many other compounders, which is why this could be really big news for $NVO &amp; $LLY", "reply_text": null, "parent_text": "@A_May_MD The other compounding pharmacies must absolutely hate $hims mgmt right now", "quoted_text": null, "parent_author": "masterlongevity", "ret_m1d": 0.012932356039603743, "ret_signed_m1d": 0.012932356039603743, "alpha_spy_m1d": 0.017731033266643714, "alpha_c_m1d": 0.017731033266643714, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018828888983989267, "ret_signed_p1d": -0.018828888983989267, "alpha_spy_p1d": -0.016191743025807837, "alpha_c_p1d": -0.016191743025807837, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.006596087815739171, "ret_signed_p1w": -0.006596087815739171, "alpha_spy_p1w": 0.009399385046857334, "alpha_c_p1w": 0.009399385046857334, "bench_spy_p1w": -0.015995472862596505, "bench_c_p1w": -0.015995472862596505, "ret_p1m": -0.04131565325105713, "ret_signed_p1m": -0.04131565325105713, "alpha_spy_p1m": -0.015924778704489273, "alpha_c_p1m": -0.015924778704489273, "bench_spy_p1m": -0.025390874546567854, "bench_c_p1m": -0.025390874546567854, "ret_p3m": -0.07281350264597408, "ret_signed_p3m": -0.07281350264597408, "alpha_spy_p3m": -0.14107345052199938, "alpha_c_p3m": -0.14107345052199938, "bench_spy_p3m": 0.0682599478760253, "bench_c_p3m": 0.0682599478760253, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04131565325105713, "alpha_spy_stated": -0.015924778704489273, "alpha_c_stated": -0.015924778704489273, "price_path": [-0.104, -0.1165, -0.0761, -0.055, -0.0272, -0.0223, -0.0186, -0.022, -0.014, 0.0047, -0.0013, 0.0144, 0.0244, 0.0625, 0.0571, 0.0295, 0.0127, 0.0014, -0.0106, -0.0289, -0.0329, -0.0451, -0.0598, -0.0488, -0.0338, -0.0164, 0.0168, 0.0092, -0.0028, 0.0117, 0.0256, 0.0304, 0.0258, 0.0309, 0.0317, 0.0326, 0.0336, 0.0287, 0.0342, -0.003, 0.0185, 0.0607, 0.0388, 0.0181, 0.0348, 0.0311, 0.0274, -0.0112, -0.006, -0.0032, 0.0324, 0.0409, 0.0188, 0.0173, -0.0049, -0.02, -0.0197, -0.0072, -0.0005, -0.0394, 0.0598, -0.0228, 0.0129, 0.0, -0.0188, -0.0282, -0.0061, -0.0028, -0.0066, -0.0214, -0.0189, -0.032, 0.015, -0.0007, -0.0135, -0.02, 0.0087, -0.0239, -0.0338, -0.0377, -0.0572, -0.0504, -0.0331, -0.0399, -0.0413, -0.063, -0.0555, -0.0516, -0.1079, -0.1197, -0.1203, -0.1306, -0.1269, -0.1342, -0.1214, -0.1399, -0.1579, -0.1499, -0.1181, -0.0848, -0.1029, -0.1111, -0.1072, -0.0859, -0.0841, -0.0992, -0.1087, -0.1155, -0.1322, -0.1332, -0.1111, -0.118, -0.1342, -0.1165, -0.1201, -0.1524, -0.1675, -0.162, -0.1838, -0.1039, -0.0763, -0.0719, -0.0518, -0.0536, -0.0652, -0.0906, -0.0728, -0.0509, -0.0261, -0.0347, -0.0348, -0.051, -0.0189, -0.0214, 0.0005, 0.0229, 0.0227, 0.0401, 0.0823, 0.0613, 0.0394, 0.0221, 0.0362, 0.0808, 0.0867, 0.1037, 0.0995, 0.0915, 0.1151, 0.0882, 0.0847, 0.0781, 0.0681, 0.0552, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2014296676647817303", "ticker_idx": 0, "ts": "2026-01-22T11:18:46+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am still short. And yes, I still think the company's prospects are horrible, like I've been saying for years", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still short NTLA; company prospects described as horrible, conviction sustained over years.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "“Post all your $NTLA transactions and share position size just because I blatantly misinterpreted the video you posted and used my misunderstanding to accuse you of wrongdoing even though what I accused you of is already demonstrably false from the info you initially provided.”\n\nQuite the demand.  I clearly don’t owe you this especially since you can see there were zero transactions of any kind on the 25th, but to remove doubt from anyone who may skim your posts and be misled by the stuff you literally just made up, here - you can see the most recent short transactions prior to any partial covering occurring. \n\nAnd yes, I am still short.  And yes, I still think the company’s prospects are horrible, like I’ve been saying for years both during times when I have been short and during times when I have had no position at all.", "reply_text": null, "parent_text": "@A_May_MD Just post ALL the NTLA-related transactions from October to now. No semantics.", "quoted_text": null, "parent_author": "RNAiAnalyst", "ret_m1d": -0.11761005851721751, "ret_signed_m1d": 0.11761005851721751, "alpha_spy_m1d": 0.11241394150256823, "alpha_c_m1d": 0.11742053592250412, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.00018952259471338717, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0798741845634553, "ret_signed_p1d": 0.0798741845634553, "alpha_spy_p1d": 0.08023691975242897, "alpha_c_p1d": 0.07475697771222323, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.00511720685123207, "ret_p1w": -0.12578616653984998, "ret_signed_p1w": 0.12578616653984998, "alpha_spy_p1w": 0.13313028503322621, "alpha_c_p1w": 0.09754691275167271, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": -0.028239253788177265, "ret_p1m": -0.17232703376451008, "ret_signed_p1m": 0.17232703376451008, "alpha_spy_p1m": 0.1627621530142601, "alpha_c_p1m": 0.1739064209851119, "bench_spy_p1m": -0.009564880750249971, "bench_c_p1m": 0.0015793872206018023, "ret_p3m": -0.001886775703832666, "ret_signed_p3m": 0.001886775703832666, "alpha_spy_p3m": 0.03295411397830861, "alpha_c_p3m": -0.0704412606117164, "bench_spy_p3m": 0.031067338274475942, "bench_c_p3m": -0.07232803631554907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17232703376451008, "alpha_spy_stated": 0.1627621530142601, "alpha_c_stated": 0.1739064209851119, "price_path": [0.6962, 0.5459, 0.6283, 0.6101, -0.0698, -0.122, -0.1748, -0.2286, -0.2063, -0.178, -0.2327, -0.1465, -0.2252, -0.4013, -0.3881, -0.3597, -0.4031, -0.4547, -0.4528, -0.4667, -0.4673, -0.4818, -0.4943, -0.4836, -0.4748, -0.4623, -0.4642, -0.4346, -0.4704, -0.4906, -0.4302, -0.3874, -0.3956, -0.4063, -0.4151, -0.4107, -0.3994, -0.4327, -0.4252, -0.4264, -0.4472, -0.4415, -0.4195, -0.3899, -0.4075, -0.3969, -0.4063, -0.4252, -0.4302, -0.4346, -0.4208, -0.4107, -0.3881, -0.3629, -0.3384, -0.3472, -0.2811, -0.2616, -0.244, -0.2535, -0.2138, -0.1931, -0.1176, 0.0, -0.0799, -0.1226, -0.0673, -0.1308, -0.1258, -0.173, -0.1786, -0.1792, -0.2226, -0.3025, -0.2277, -0.2145, -0.2509, -0.2453, -0.2692, -0.2535, -0.2314, -0.2151, -0.1799, -0.205, -0.1723, -0.1459, -0.156, -0.1019, -0.1333, -0.0289, -0.1443, -0.1308, -0.173, -0.1547, -0.1264, -0.1528, -0.1818, -0.1918, -0.1975, -0.1585, -0.1522, -0.1692, -0.173, -0.1925, -0.1755, -0.1943, -0.166, -0.1673, -0.222, -0.2673, -0.1937, -0.1654, -0.1742, -0.1635, -0.1478, -0.1277, -0.1302, -0.1516, -0.1031, -0.0704, -0.0604, -0.1094, -0.0597, -0.0434, -0.0371, 0.0421, -0.0019, -0.1428, -0.1799, -0.1698, -0.2173, -0.1522, -0.166, -0.1277, -0.1629, -0.1289, -0.1377, -0.1138, -0.0931, -0.1201, -0.1019, -0.1767, -0.1403, -0.2019, -0.2491, -0.2289, -0.222, -0.2075, -0.2069, -0.1547, -0.1396, -0.1151, -0.1365, -0.1742, -0.1811, -0.0723, -0.1484, -0.1516, -0.1893, -0.2327, -0.2233, -0.2384, -0.0616, -0.0849, -0.044, -0.0145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036173604560207972", "ticker_idx": 0, "ts": "2026-03-23T20:09:52+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "panicans were worried about a CCO hire and the company just went out & got the dude who launched Entyvio. Let's go!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX after hiring a CCO who launched Entyvio, dismissing prior concerns.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$ABVX panicans were worried about a CCO hire and the company just went out &amp; got the dude who launched Entyvio.  \n\nLet's go! 🔥🔥🔥", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.047653627006048804, "ret_signed_m1d": 0.047653627006048804, "alpha_spy_m1d": 0.044285506372768735, "alpha_c_m1d": 0.047791682221179355, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.0001380552151305503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0048107360270999155, "ret_signed_p1d": 0.0048107360270999155, "alpha_spy_p1d": -0.0007619522169486359, "alpha_c_p1d": -0.005203852509869877, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.010014588536969793, "ret_p1w": 0.010710722744737167, "ret_signed_p1w": 0.010710722744737167, "alpha_spy_p1w": 0.015058682432964932, "alpha_c_p1w": -0.001859257285734106, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": 0.012569980030471273, "ret_p1m": 0.025687590796860116, "ret_signed_p1m": 0.025687590796860116, "alpha_spy_p1m": -0.058929226460298745, "alpha_c_p1m": 0.015673002259890323, "bench_spy_p1m": 0.08461681725715886, "bench_c_p1m": 0.010014588536969793, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.025687590796860116, "alpha_spy_stated": -0.058929226460298745, "alpha_c_stated": 0.015673002259890323, "price_path": [0.0433, 0.2591, 0.2558, 0.319, 0.2917, 0.2744, 0.2557, 0.2241, 0.2142, 0.1185, 0.0811, 0.148, 0.0483, 0.0384, 0.0711, 0.086, 0.1347, 0.0602, 0.0629, 0.0787, 0.0893, 0.1222, 0.1085, 0.0972, 0.0792, 0.0346, 0.0306, 0.0089, 0.0117, 0.0286, 0.0309, 0.0049, 0.0681, 0.0872, 0.0818, 0.1144, 0.1304, 0.1345, 0.1403, 0.1526, 0.1822, 0.1832, 0.2064, 0.1645, 0.1195, 0.0844, 0.1008, 0.0267, 0.0084, 0.0599, 0.023, -0.0076, -0.0051, 0.0464, 0.0194, 0.0618, 0.0484, 0.1142, 0.1493, 0.1254, 0.1167, 0.0923, 0.0477, 0.0, 0.0048, -0.0063, -0.0699, -0.0787, 0.0107, 0.0436, 0.0744, 0.0844, 0.0573, 0.0798, 0.1409, 0.145, 0.1011, 0.1419, 0.1027, 0.1116, 0.0907, 0.0437, 0.0114, 0.0528, 0.0257, 0.0398, 0.0157, -0.0027, -0.0357, 0.0654, 0.0675, 0.0632, 0.1235, 0.1486, 0.1314, 0.1141, 0.1086, 0.1018, 0.1066, 0.0983, 0.0396, 0.0307, 0.0323, 0.0883, 0.1258, 0.1073, 0.1474, 0.1775, 0.1755, 0.2039, 0.1772, -0.3419, -0.1817, -0.0476, -0.0784, -0.0784, -0.0676, -0.1102, -0.0844, -0.1236, -0.1081, -0.115, -0.091, -0.1, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036804372378558730", "ticker_idx": 0, "ts": "2026-03-25T13:56:19+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am 🤷🏻‍♂️ Expected a short term bottom turnaround trade but this thing is slow", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Holds NVO long as a short-term bottom turnaround trade, watching tomorrow's AGM/investor call for catalyst.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@nahushabiotec @investseekers I am 🤷🏻‍♂️ \n\nExpected a short term bottom turnaround trade but this thing is slow 😓 \n\nLet’s see what the AGM/investor call have in store tomorrow.  Hopefully some more encouraging tone than their doomsday earnings call most recently.", "reply_text": null, "parent_text": "@A_May_MD @investseekers Are we long $NVO Adam !", "quoted_text": null, "parent_author": "nahushabiotec", "ret_m1d": 0.015414124378222649, "ret_signed_m1d": 0.015414124378222649, "alpha_spy_m1d": 0.020955929867967682, "alpha_c_m1d": 0.020955929867967682, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.005541805489745033, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0019267927603274781, "ret_signed_p1d": 0.0019267927603274781, "alpha_spy_p1d": 0.019785522743671513, "alpha_c_p1d": 0.019785522743671513, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.017858729983344035, "ret_p1w": 0.04095498645933082, "ret_signed_p1w": 0.04095498645933082, "alpha_spy_p1w": 0.04336049748322324, "alpha_c_p1w": 0.04336049748322324, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.002405511023892415, "ret_p1m": 0.17478386579656036, "ret_signed_p1m": 0.17478386579656036, "alpha_spy_p1m": 0.08781933189832625, "alpha_c_p1m": 0.08781933189832625, "bench_spy_p1m": 0.08696453389823411, "bench_c_p1m": 0.08696453389823411, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.04095498645933082, "alpha_spy_stated": 0.04336049748322324, "alpha_c_stated": 0.04336049748322324, "price_path": [0.324, 0.4206, 0.4467, 0.4423, 0.4167, 0.4099, 0.4005, 0.4421, 0.5169, 0.5486, 0.5571, 0.5783, 0.6188, 0.6477, 0.6416, 0.6215, 0.5723, 0.7157, 0.6702, 0.6328, 0.7129, 0.7137, 0.7611, 0.7311, 0.6606, 0.6331, 0.6358, 0.6221, 0.3845, 0.2989, 0.193, 0.3113, 0.3589, 0.3521, 0.3416, 0.3468, 0.3644, 0.3589, 0.3551, 0.3336, 0.3053, 0.0908, 0.0622, 0.0504, 0.0355, 0.0308, 0.0394, 0.0091, 0.0597, 0.0754, 0.0619, 0.095, 0.0658, 0.0688, 0.0465, 0.0449, 0.0619, 0.0578, 0.0308, 0.0206, 0.0055, 0.0135, 0.0154, 0.0, 0.0019, -0.008, 0.007, 0.0487, 0.041, 0.0552, 0.0464, 0.0532, 0.0732, 0.0683, 0.0706, 0.0838, 0.122, 0.1645, 0.1679, 0.1562, 0.1545, 0.1248, 0.1171, 0.0992, 0.1748, 0.1756, 0.1748, 0.1497, 0.2047, 0.2521, 0.2667, 0.2804, 0.3058, 0.3069, 0.3146, 0.324, 0.3411, 0.3434, 0.3069, 0.2767, 0.2635, 0.2635, 0.2861, 0.2667, 0.2829, 0.261, 0.2712, 0.2986, 0.3006, 0.2575, 0.2247, 0.1985, 0.2484, 0.2259, 0.1705, 0.2039, 0.2216, 0.2544, 0.2521, 0.2533, 0.2427, 0.2418, 0.2324, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052734357488492977", "ticker_idx": 0, "ts": "2026-05-08T12:56:23+00:00", "symbol": "NKTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think we are getting close…I think we will be sitting on an absolutely glaring M&A candidate, especially at these prices…it's not often you see multi-indication I&I assets with a new/unique MoA (and a Q3M dosing interval) trading at these prices", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish NKTR: bold Phase 3 strategy, multi-blockbuster AtD potential, and emerging M&A candidacy make it a compelling buy at current prices.", "resolved_tickers": ["NKTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Seriously, look at the pharma giants ($LLY, $SNY, $REGN, $AMGN, $ABBV, $PFE, $GALD) that have run AtD P3 programs and *none* of them have run an exclusively bio-experienced trial like $NKTR is going to.  Little old $NKTR is going bigger/bolder with Rezpeg than anyone in pharma ever has in AtD.\n\nThey’re treating Rezpeg like it’s the real deal, and if a trial like this hits…I see no way it isn’t a multi-blockbuster in AtD alone.  “The only biologic with labeled use for post-biologic patients” would market *so* strong.  If you really could dominate that 2L market you’re talking >$5B peak sales *easily* - a trial like this would certainly help with 2L domination.\n\nFor all the talk of $NKTR being a shitco (even by me), they’re taking a bigger and bolder strategy to developing their drug than literally THE BIGGEST pharmas in the world took with theirs. \n\nAs for the $NKTR valuation - I don’t understand it *at all*.  Yeah, I get there’s sort of a catalyst desert (though you should not be sleeping on these treatment-free interval updates IMO).  \n\nBut there’s also always that one special type of surprise catalyst looming…In the thousands of words I’ve written about $NKTR over the last year I’ve never ever referred to it as a clear M&A candidate.\n\nBut now, with 2 blockbuster indications and a bold P3 strategy unfolding, I think we are getting close\n\nIf $NKTR can get this $LLY litigation resolved, I think we will be sitting on an absolutely glaring M&A candidate, especially at these prices…it’s not often you see multi-indication I&I assets with a new/unique MoA (and a Q3M dosing interval) trading at these prices…make a deal Howie!", "reply_text": null, "parent_text": null, "quoted_text": "Last night we learned $NKTR is running a specific/separate phase 3 trying to become the *only* atopic dermatitis biologic with a biologic-refractory indication specified on the label.\n\nWould be huge!", "parent_author": null, "ret_m1d": 0.01807306591726121, "ret_signed_m1d": 0.01807306591726121, "alpha_spy_m1d": 0.02626155794388252, "alpha_c_m1d": 0.009501070095589537, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": 0.008571995821671674, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03871044318686401, "ret_signed_p1d": -0.03871044318686401, "alpha_spy_p1d": -0.04098800622925147, "alpha_c_p1d": -0.035574251188790096, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": -0.0031361919980739117, "ret_p1w": -0.13762360150281094, "ret_signed_p1w": -0.13762360150281094, "alpha_spy_p1w": -0.13972495911422178, "alpha_c_p1w": -0.1488438994240362, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.011220297921225253, "ret_p1m": -0.313347173509147, "ret_signed_p1m": -0.313347173509147, "alpha_spy_p1m": -0.31257440816566917, "alpha_c_p1m": -0.39056510790794763, "bench_spy_p1m": -0.0007727653434778103, "bench_c_p1m": 0.07721793439880065, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.313347173509147, "alpha_spy_stated": -0.31257440816566917, "alpha_c_stated": -0.39056510790794763, "price_path": [-0.5505, -0.5473, -0.3162, -0.1898, -0.133, -0.129, -0.0985, -0.1064, -0.0981, -0.0996, -0.101, -0.1645, -0.1407, -0.1953, -0.1577, -0.1652, -0.1683, -0.1316, -0.1153, -0.1366, -0.1556, -0.1199, -0.1045, -0.1408, -0.1055, -0.1182, -0.0834, -0.1064, -0.0861, -0.1181, -0.0922, -0.109, -0.1198, -0.1333, -0.1616, -0.2032, -0.1214, -0.0755, -0.0598, -0.0876, -0.069, -0.0832, -0.0493, -0.0536, -0.0176, -0.0077, 0.0162, 0.0256, 0.0363, 0.2254, 0.1987, 0.1381, 0.1144, 0.1196, 0.0592, 0.0234, 0.016, 0.0385, 0.0558, 0.0611, 0.0277, 0.0391, 0.0181, 0.0, -0.0387, -0.0423, -0.0725, -0.0923, -0.1376, -0.1644, -0.1747, -0.1514, -0.1625, -0.1866, -0.1994, -0.2014, -0.2061, -0.2077, -0.2202, -0.2849, -0.2767, -0.2757, -0.3, -0.3086, -0.3133, -0.3066, -0.277, -0.2749, -0.2533, -0.264, -0.2561, -0.2561, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2013667541210505232", "ticker_idx": 0, "ts": "2026-01-20T17:38:48+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX is the polar opposite, and it will be bought out this year (imo, and unless they opt to play the Crohn's data, in which case it sells in early '27)", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish ABVX; expects buyout this year or sale in early 2027, backed by biotech specialist investors; explicitly not comparable to VKTX.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$VKTX had zero biotech specialist investors backing it because it was a turd all along.  $ABVX is the polar opposite, and it will be bought out this year (imo, and unless they opt to play the Crohn’s data, in which case it sells in early ‘27). \n\nHolding through that would be one way to make money. \n\nSelling calls on the volatility like you mention could certainly be another.\n\n“Only way”?  Settle down.  This is NOT Viking therapeutics.  Full stop.", "reply_text": null, "parent_text": "$ABVX turned into a $VKTX situation here. Been saying, the only way to make decent money here for the next year is selling calls on the hype.", "quoted_text": null, "parent_author": "charle77238", "ret_m1d": -0.014641517312254826, "ret_signed_m1d": -0.014641517312254826, "alpha_spy_m1d": -0.03542132776950713, "alpha_c_m1d": -0.0168295168760747, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.0021879995638198757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009845219070970357, "ret_signed_p1d": 0.009845219070970357, "alpha_spy_p1d": -0.0016958902106909424, "alpha_c_p1d": -0.008558941283210997, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.018404160354181354, "ret_p1w": 0.00042075945219344213, "ret_signed_p1w": 0.00042075945219344213, "alpha_spy_p1w": -0.02601151950349756, "alpha_c_p1w": 9.89484132465357e-05, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.00032181103894690644, "ret_p1m": 0.09592737720102651, "ret_signed_p1m": 0.09592737720102651, "alpha_spy_p1m": 0.08574416800001505, "alpha_c_p1m": 0.08395825449696193, "bench_spy_p1m": 0.010183209201011456, "bench_c_p1m": 0.011969122704064583, "ret_p3m": -0.06235271172212464, "ret_signed_p3m": -0.06235271172212464, "alpha_spy_p3m": -0.10430036877171334, "alpha_c_p3m": -0.0052090686436944145, "bench_spy_p3m": 0.041947657049588694, "bench_c_p3m": -0.05714364307843023, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09592737720102651, "alpha_spy_stated": 0.08574416800001505, "alpha_c_stated": 0.08395825449696193, "price_path": [-0.2197, -0.2301, -0.2286, -0.2367, -0.2387, -0.2363, -0.202, -0.207, -0.1675, -0.1224, -0.1382, -0.1682, -0.17, -0.1618, -0.1257, -0.1142, -0.107, -0.0823, -0.1297, -0.151, -0.0711, -0.0439, -0.0422, -0.0496, 0.0342, 0.0024, 0.0578, 0.079, 0.0576, 0.0504, 0.0091, -0.0337, -0.0666, -0.069, -0.0364, -0.0319, 0.0353, 0.0731, 0.1199, 0.0564, -0.0078, -0.0661, -0.0675, -0.044, -0.0328, 0.1673, 0.1642, 0.2227, 0.1975, 0.1814, 0.1641, 0.1348, 0.1256, 0.0369, 0.0022, 0.0643, -0.0282, -0.0374, -0.0071, 0.0067, 0.0519, -0.0172, -0.0146, 0.0, 0.0098, 0.0403, 0.0276, 0.0172, 0.0004, -0.0409, -0.0446, -0.0647, -0.0621, -0.0464, -0.0443, -0.0684, -0.0098, 0.0079, 0.0029, 0.0331, 0.048, 0.0518, 0.0571, 0.0685, 0.0959, 0.0969, 0.1184, 0.0795, 0.0378, 0.0053, 0.0205, -0.0482, -0.0651, -0.0174, -0.0517, -0.08, -0.0777, -0.03, -0.0549, -0.0157, -0.0281, 0.0329, 0.0655, 0.0433, 0.0352, 0.0126, -0.0288, -0.073, -0.0685, -0.0788, -0.1377, -0.1459, -0.063, -0.0326, -0.004, 0.0053, -0.0199, 0.001, 0.0576, 0.0614, 0.0208, 0.0586, 0.0222, 0.0305, 0.0111, -0.0325, -0.0624, -0.024, -0.0491, -0.036, -0.0584, -0.0755, -0.106, -0.0123, -0.0104, -0.0144, 0.0416, 0.0648, 0.0489, 0.0328, 0.0277, 0.0215, 0.0258, 0.0182, -0.0363, -0.0445, -0.043, 0.0089, 0.0437, 0.0265, 0.0637, 0.0916, 0.0897, 0.116, 0.0913, -0.3899, -0.2414, -0.117, -0.1457, -0.1457, -0.1356, -0.1751, -0.1512, -0.1876, -0.1732, -0.1796, -0.1573, -0.1657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2048834583563497926", "ticker_idx": 0, "ts": "2026-04-27T18:40:04+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Watch how $NTLA downside begets $NTLA downside. When you need to raise money as badly as they do, the negative price action can start to spiral as worsening dilution is implied. But what do I know. I'm just a stupid short.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short NTLA: cash needs force dilutive raises, downside spirals as implied dilution worsens with falling price.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NTLA finally red.  Took longer than I expected.  How do they raise the cash they need from here?  Are they going to be forced to take on debt?\n\n---\n\n$12s now.  Watch how $NTLA downside begets $NTLA downside.  \n\nWhen you need to raise money as badly as they do, the negative price action can start to spiral as worsening dilution is implied. \n\nBut what do I know.  I’m just a stupid short.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04524541060689158, "ret_signed_m1d": -0.04524541060689158, "alpha_spy_m1d": -0.04696523555095877, "alpha_c_m1d": -0.04022668811826047, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.005018722488631111, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01226992698467555, "ret_signed_p1d": -0.01226992698467555, "alpha_spy_p1d": -0.01713591925179503, "alpha_c_p1d": -0.009621177463972286, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.002648749520703264, "ret_p1w": 0.0636503010839049, "ret_signed_p1w": -0.0636503010839049, "alpha_spy_p1w": -0.05967921673171084, "alpha_c_p1w": -0.0547977362279386, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.008852564855966305, "ret_p1m": 0.030674817461689097, "ret_signed_p1m": -0.030674817461689097, "alpha_spy_p1m": 0.018670126030510437, "alpha_c_p1m": 0.0064783006396946785, "bench_spy_p1m": 0.04934494349219953, "bench_c_p1m": 0.037153118101383775, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030674817461689097, "alpha_spy_stated": 0.018670126030510437, "alpha_c_stated": 0.0064783006396946785, "price_path": [0.0698, 0.1373, 0.0598, 0.066, 0.0084, 0.0015, 0.0008, -0.0521, -0.1495, -0.0583, -0.0422, -0.0867, -0.0798, -0.1089, -0.0897, -0.0629, -0.0429, 0.0, -0.0307, 0.0092, 0.0414, 0.0291, 0.0951, 0.0567, 0.184, 0.0433, 0.0598, 0.0084, 0.0307, 0.0652, 0.033, -0.0023, -0.0146, -0.0215, 0.0261, 0.0337, 0.013, 0.0084, -0.0153, 0.0054, -0.0176, 0.0169, 0.0153, -0.0514, -0.1066, -0.0169, 0.0176, 0.0069, 0.0199, 0.0391, 0.0637, 0.0606, 0.0345, 0.0936, 0.1334, 0.1457, 0.0859, 0.1465, 0.1664, 0.1741, 0.2707, 0.217, 0.0452, 0.0, 0.0123, -0.0456, 0.0337, 0.0169, 0.0637, 0.0207, 0.0621, 0.0514, 0.0805, 0.1058, 0.0729, 0.0951, 0.0038, 0.0483, -0.0268, -0.0844, -0.0598, -0.0514, -0.0337, -0.033, 0.0307, 0.0491, 0.079, 0.0529, 0.0069, -0.0015, 0.1311, 0.0383, 0.0345, -0.0115, -0.0644, -0.0529, -0.0713, 0.1442, 0.1158, 0.1656, 0.2017, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2022679305537327480", "ticker_idx": 0, "ts": "2026-02-14T14:28:20+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bought $LLY at the same time. High tide on orals + decline of compounders = great for both", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long LLY on rising oral GLP-1 demand and declining compounders as dual tailwinds.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@LogicalThesis Pharma is definitely not my specialty, and yet, I am long 🤷🏻‍♂️\n\n---\n\n@LogicalThesis But also bought $LLY at the same time.  High tide on orals + decline of compounders = great for both", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0038124634341889507, "ret_signed_m1d": 0.0038124634341889507, "alpha_spy_m1d": 0.005423347319446381, "alpha_c_m1d": 0.005423347319446381, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.0016108838852574303, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014951071890936807, "ret_signed_p1d": -0.014951071890936807, "alpha_spy_p1d": -0.01998877944151356, "alpha_c_p1d": -0.01998877944151356, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.005887707832781697, "ret_signed_p1w": 0.005887707832781697, "alpha_spy_p1w": -0.0007022962045371006, "alpha_c_p1w": -0.0007022962045371006, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": -0.11389418791117911, "ret_signed_p1m": -0.11389418791117911, "alpha_spy_p1m": -0.08252566805261197, "alpha_c_p1m": -0.08252566805261197, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": -0.04464950346033403, "ret_signed_p3m": -0.04464950346033403, "alpha_spy_p3m": -0.1293200657097595, "alpha_c_p3m": -0.1293200657097595, "bench_spy_p3m": 0.08467056224942549, "bench_c_p3m": 0.08467056224942549, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11389418791117911, "alpha_spy_stated": -0.08252566805261197, "alpha_c_stated": -0.08252566805261197, "price_path": [-0.0158, -0.012, -0.0155, -0.0074, 0.0114, 0.0053, 0.0211, 0.0312, 0.0695, 0.0641, 0.0363, 0.0194, 0.008, -0.0041, -0.0224, -0.0265, -0.0387, -0.0535, -0.0425, -0.0274, -0.0099, 0.0235, 0.0159, 0.0039, 0.0184, 0.0324, 0.0373, 0.0326, 0.0378, 0.0385, 0.0395, 0.0404, 0.0356, 0.041, 0.0036, 0.0253, 0.0678, 0.0457, 0.0248, 0.0416, 0.038, 0.0342, -0.0046, 0.0006, 0.0034, 0.0393, 0.0478, 0.0255, 0.0241, 0.0017, -0.0135, -0.0131, -0.0006, 0.0061, -0.0331, 0.0668, -0.0163, 0.0197, 0.0066, -0.0123, -0.0217, 0.0005, 0.0038, 0.0, -0.015, -0.0124, -0.0256, 0.0217, 0.0059, -0.007, -0.0135, 0.0154, -0.0175, -0.0273, -0.0313, -0.051, -0.0441, -0.0267, -0.0335, -0.035, -0.0568, -0.0492, -0.0453, -0.102, -0.1139, -0.1144, -0.1248, -0.1211, -0.1284, -0.1156, -0.1342, -0.1523, -0.1442, -0.1122, -0.0787, -0.097, -0.1052, -0.1013, -0.0799, -0.078, -0.0932, -0.1028, -0.1096, -0.1265, -0.1275, -0.1052, -0.1121, -0.1284, -0.1106, -0.1143, -0.1468, -0.1619, -0.1564, -0.1784, -0.0979, -0.0702, -0.0657, -0.0455, -0.0473, -0.059, -0.0846, -0.0667, -0.0446, -0.0196, -0.0283, -0.0284, -0.0446, -0.0124, -0.0149, 0.0071, 0.0297, 0.0295, 0.047, 0.0895, 0.0684, 0.0463, 0.0289, 0.043, 0.088, 0.0939, 0.1111, 0.1068, 0.0987, 0.1225, 0.0955, 0.0919, 0.0853, 0.0752, 0.0622, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2061810883672547492", "ticker_idx": 0, "ts": "2026-06-02T14:03:15+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "at these prices represents a significant bull case", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX: expects only a risk/precaution note (not boxed warning) for Obe, making current price a significant bull case.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Dok__Tok It’s not a boxed warning for Zepbound, it’s a “risk and precautions note, which, IMO is the most likely outcome for $ABVX and at these prices represents a significant bull case.", "reply_text": null, "parent_text": "$LLY Zepbound has a boxed warning for MTC/MEN2 — yet one of the largest blockbusters ever, for losing lbs ..vs simple lifestyle change\nWall St losing its $hit  over few isolated CA signals with $ABVX Obe with unprecedented efficacy in UC - a debilitating disease is peak insanity.", "quoted_text": null, "parent_author": "Dok__Tok", "ret_m1d": 0.7888276198814654, "ret_signed_m1d": 0.7888276198814654, "alpha_spy_m1d": 0.7901837181788947, "alpha_c_m1d": 0.7789915372213498, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": 0.009836082660115597, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24344829690867464, "ret_signed_p1d": 0.24344829690867464, "alpha_spy_p1d": 0.2504654792291745, "alpha_c_p1d": 0.23559304278833237, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": 0.00785525412034227, "ret_p1w": 0.4168276030441811, "ret_signed_p1w": 0.4168276030441811, "alpha_spy_p1w": 0.44647598986886405, "alpha_c_p1w": 0.36102149806912776, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": 0.05580610497505334, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.5324, 0.6106, 0.5545, 0.508, 0.5119, 0.5901, 0.5491, 0.6135, 0.5931, 0.6931, 0.7465, 0.7102, 0.6969, 0.6599, 0.592, 0.5196, 0.5269, 0.5101, 0.4134, 0.4, 0.5359, 0.5858, 0.6327, 0.6479, 0.6066, 0.6408, 0.7337, 0.7399, 0.6732, 0.7352, 0.6756, 0.6892, 0.6574, 0.5859, 0.537, 0.5999, 0.5586, 0.5801, 0.5434, 0.5154, 0.4654, 0.619, 0.6222, 0.6156, 0.7073, 0.7454, 0.7193, 0.693, 0.6846, 0.6743, 0.6815, 0.669, 0.5797, 0.5662, 0.5687, 0.6538, 0.7108, 0.6826, 0.7436, 0.7894, 0.7862, 0.8294, 0.7888, 0.0, 0.2434, 0.4473, 0.4004, 0.4004, 0.4168, 0.3521, 0.3913, 0.3317, 0.3553, 0.3448, 0.3814, 0.3676, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2062538043307806774", "ticker_idx": 0, "ts": "2026-06-04T14:12:44+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if the market comes to its senses and realizes this thing is not getting a black box warning we are going to >$150 in no time", "tweet_type": "prediction", "timeline": "weeks", "summary": "Strongly bullish ABVX: expects snap back to $150+ (possibly $180) once black box warning fear is dispelled; peak sales potential $8-10B/yr on best-in-class efficacy.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "There are going to be case studies written about this initial $ABVX reaction, and (if we can get it) the subsequent rapid snap back ( 🤞🏻 ). \n\nMy HEAVILY BIASED opinion is that if the market comes to its senses and realizes this thing is not getting a black box warning we are going to >$150 in no time.\n\nIn reality if the “malignancy overhang” can be completely dispelled, there’s no reason we couldn’t see it go back to the brief initial market reaction of ~$180.  Personally I’m already convinced that the malignancy stuff is statistical noise, but let’s see what the company can show the market about these cases and the extra data to convince people.  This could’ve been upfront if they were just ready to explain what they already had, but oh well. \n\nOnce this black box warning stuff is put to bed, I can’t emphasize enough that the efficacy results here were at a level I literally didn’t even model for.  Those endoscopic remission rates in particular are at levels I didn’t even think were possible for a single drug to produce. \n\nWith a clean label and a hit in crohn’s (which is now much more likely given the *extreme* efficacy in UC), this is an $8-$10B/year peak sales drug...pick your multiple on that…🤷🏻‍♂️ \n\nAgain, I’m heavily biased and there’s no such thing as a guarantee, but this all seems very clear to me already.  Unfortunately it’s not my opinion that matters!  Let’s see what Mr. Market has in store.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14085579659116643, "ret_signed_m1d": -0.14085579659116643, "alpha_spy_m1d": -0.1370913355443868, "alpha_c_m1d": -0.1110688507419072, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": -0.029786945849259228, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03240256853131063, "ret_signed_p1d": -0.03240256853131063, "alpha_spy_p1d": -0.006593197282384944, "alpha_c_p1d": -0.03851772282236843, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": 0.0061151542910578005, "ret_p1w": -0.038692438261562545, "ret_signed_p1w": -0.038692438261562545, "alpha_spy_p1w": -0.013160461114892219, "alpha_c_p1w": -0.051909130020080685, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": 0.01321669175851814, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.074, 0.0419, 0.0446, 0.0986, 0.0703, 0.1148, 0.1007, 0.1698, 0.2067, 0.1816, 0.1724, 0.1469, 0.1, 0.0499, 0.055, 0.0434, -0.0234, -0.0327, 0.0612, 0.0957, 0.1281, 0.1386, 0.1101, 0.1337, 0.1978, 0.2021, 0.1561, 0.1989, 0.1577, 0.1672, 0.1451, 0.0958, 0.0619, 0.1054, 0.0769, 0.0918, 0.0664, 0.0471, 0.0125, 0.1187, 0.1208, 0.1163, 0.1796, 0.2059, 0.1879, 0.1697, 0.1639, 0.1569, 0.1618, 0.1531, 0.0915, 0.0822, 0.0839, 0.1427, 0.182, 0.1626, 0.2047, 0.2363, 0.2342, 0.264, 0.236, -0.3091, -0.1409, 0.0, -0.0324, -0.0324, -0.0211, -0.0658, -0.0387, -0.0799, -0.0636, -0.0708, -0.0456, -0.0551, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2031495379619856603", "ticker_idx": 0, "ts": "2026-03-10T22:20:16+00:00", "symbol": "APGE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $APGE has a legitimate drug that'll get legitimate first line use", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish APGE: drug is legitimate and will get first-line use, though management behavior is questionable.", "resolved_tickers": ["APGE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TTRAmyloid I actually wouldn’t go that far.  I think $APGE has a legitimate drug that’ll get legitimate first line use.\n\nTo me that really begs the question - why are they choosing to behave like a shitco with BS like writing off sarcoma and conjunctivitis while playing up ISRs?", "reply_text": null, "parent_text": "@A_May_MD I have said repeatedly I don’t know why this company exists", "quoted_text": null, "parent_author": "TTRAmyloid", "ret_m1d": 0.009239454185680174, "ret_signed_m1d": 0.009239454185680174, "alpha_spy_m1d": 0.007982742294502021, "alpha_c_m1d": 0.0072767763393011275, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.001962677846379046, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015666820623516098, "ret_signed_p1d": -0.015666820623516098, "alpha_spy_p1d": -0.00048185435251291153, "alpha_c_p1d": 0.0019321247027745958, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.017598945326290694, "ret_p1w": -0.1059186345713119, "ret_signed_p1w": -0.1059186345713119, "alpha_spy_p1w": -0.08388789085498471, "alpha_c_p1w": -0.06856169804880419, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.03735693652250771, "ret_p1m": 0.15519545113187916, "ret_signed_p1m": 0.15519545113187916, "alpha_spy_p1m": 0.14782392683343826, "alpha_c_p1m": 0.187478193820804, "bench_spy_p1m": 0.007371524298440901, "bench_c_p1m": -0.03228274268892484, "ret_p3m": 0.10765935836465346, "ret_signed_p3m": 0.10765935836465346, "alpha_spy_p3m": 0.03213244343720789, "alpha_c_p3m": 0.10354836021165559, "bench_spy_p3m": 0.07552691492744557, "bench_c_p3m": 0.004110998152997869, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15519545113187916, "alpha_spy_stated": 0.14782392683343826, "alpha_c_stated": 0.187478193820804, "price_path": [0.0189, 0.0008, 0.0185, 0.0248, 0.0321, 0.0285, 0.0013, 0.011, 0.0358, 0.0517, 0.0445, 0.0351, 0.0457, 0.0354, 0.0228, 0.0145, 0.0107, 0.0147, 0.0379, 0.0478, 0.0572, 0.0375, 0.0443, 0.0398, 0.0578, 0.1038, 0.0813, 0.0815, 0.0986, 0.0968, 0.0694, -0.0624, -0.0624, -0.0308, -0.0534, -0.0629, -0.1228, -0.1212, -0.0775, -0.1312, -0.1681, -0.1666, -0.1681, -0.1229, -0.1188, -0.0719, -0.0924, -0.0675, -0.0591, -0.077, -0.0842, -0.0639, -0.0457, -0.0507, -0.0749, -0.0627, -0.0504, -0.0828, -0.0317, -0.0503, -0.0218, 0.0035, 0.0092, 0.0, -0.0157, -0.0372, -0.0481, -0.0647, -0.1059, -0.0828, -0.1157, 0.0611, -0.0225, 0.0516, 0.0501, 0.042, 0.0541, 0.1271, 0.128, 0.1294, 0.1249, 0.1152, 0.113, 0.1585, 0.1552, 0.1615, 0.1847, 0.196, 0.2125, 0.2346, 0.2175, 0.2167, 0.2142, 0.1822, 0.1464, 0.1579, 0.1431, 0.0984, 0.1099, 0.0813, 0.1188, 0.1153, 0.132, 0.0955, 0.1118, 0.1328, 0.1105, 0.124, 0.1236, 0.0865, 0.0545, 0.0481, 0.0899, 0.1038, 0.0868, 0.1089, 0.0411, 0.042, 0.0999, 0.0619, 0.054, 0.1273, 0.2172, 0.1639, 0.1115, 0.1382, 0.1077, 0.1984, 0.1828, 0.1541, 0.1414, 0.1841, 0.2102, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2028494322098753939", "ticker_idx": 0, "ts": "2026-03-02T15:35:08+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Lilly and Novo should both rise from here, IMO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both LLY and NVO should rise as oral weight-loss drugs dramatically expand the market.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DickMedChem @bioinvestor24 I think they’ll both do fine.  I think what we are seeing is the earliest confirmation that the oral weight loss drugs are going to be bigger than we all thought, dramatically expanding the market.  Lilly and Novo should both rise from here, IMO.", "reply_text": null, "parent_text": "@A_May_MD I still don't know how Wegovy pill will fare against orforglipron once the latter comes to the market ( even if @bioinvestor24 claims orforglipron is meh). That's what refrains me from buying more $NVO shares.", "quoted_text": null, "parent_author": "RickMedChem", "ret_m1d": 0.03341940264720944, "ret_signed_m1d": 0.03341940264720944, "alpha_spy_m1d": 0.03398769194356055, "alpha_c_m1d": 0.03398769194356055, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.0005682892963511099, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010059244701379755, "ret_signed_p1d": -0.010059244701379755, "alpha_spy_p1d": -0.0012449051810206058, "alpha_c_p1d": -0.0012449051810206058, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.008814339520359149, "ret_p1w": -0.009410826907464531, "ret_signed_p1w": -0.009410826907464531, "alpha_spy_p1w": 0.0024047988401081355, "alpha_c_p1w": 0.0024047988401081355, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.011815625747572667, "ret_p1m": -0.09646644134608795, "ret_signed_p1m": -0.09646644134608795, "alpha_spy_p1m": -0.04654664728547542, "alpha_c_p1m": -0.04654664728547542, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.04991979406061253, "ret_p3m": 0.06492616499734316, "ret_signed_p3m": 0.06492616499734316, "alpha_spy_p3m": -0.04322312317941446, "alpha_c_p3m": -0.04322312317941446, "bench_spy_p3m": 0.10814928817675762, "bench_c_p3m": 0.10814928817675762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09646644134608795, "alpha_spy_stated": -0.04654664728547542, "alpha_c_stated": -0.04654664728547542, "price_path": [0.083, 0.0547, 0.0375, 0.0259, 0.0136, -0.0051, -0.0092, -0.0217, -0.0367, -0.0255, -0.0101, 0.0077, 0.0417, 0.034, 0.0217, 0.0365, 0.0508, 0.0557, 0.051, 0.0562, 0.057, 0.0579, 0.0589, 0.0539, 0.0595, 0.0214, 0.0435, 0.0867, 0.0643, 0.043, 0.0601, 0.0564, 0.0526, 0.013, 0.0184, 0.0212, 0.0577, 0.0664, 0.0438, 0.0423, 0.0195, 0.0041, 0.0044, 0.0171, 0.024, -0.0159, 0.0858, 0.0011, 0.0378, 0.0245, 0.0052, -0.0044, 0.0182, 0.0216, 0.0178, 0.0025, 0.0052, -0.0083, 0.0399, 0.0238, 0.0107, 0.004, 0.0334, 0.0, -0.0101, -0.0141, -0.0341, -0.0272, -0.0094, -0.0163, -0.0178, -0.04, -0.0323, -0.0283, -0.0861, -0.0982, -0.0987, -0.1093, -0.1055, -0.1129, -0.0999, -0.1188, -0.1373, -0.129, -0.0965, -0.0623, -0.0809, -0.0893, -0.0853, -0.0635, -0.0617, -0.0771, -0.0869, -0.0938, -0.1109, -0.112, -0.0893, -0.0963, -0.1129, -0.0948, -0.0985, -0.1316, -0.1471, -0.1414, -0.1638, -0.0819, -0.0537, -0.0492, -0.0286, -0.0304, -0.0423, -0.0683, -0.0501, -0.0276, -0.0022, -0.0111, -0.0111, -0.0277, 0.0051, 0.0026, 0.025, 0.048, 0.0477, 0.0656, 0.1088, 0.0874, 0.0649, 0.0472, 0.0616, 0.1073, 0.1134, 0.1308, 0.1264, 0.1182, 0.1424, 0.1149, 0.1113, 0.1046, 0.0943, 0.081, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2028494322098753939", "ticker_idx": 1, "ts": "2026-03-02T15:35:08+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lilly and Novo should both rise from here, IMO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both LLY and NVO should rise as oral weight-loss drugs dramatically expand the market.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DickMedChem @bioinvestor24 I think they’ll both do fine.  I think what we are seeing is the earliest confirmation that the oral weight loss drugs are going to be bigger than we all thought, dramatically expanding the market.  Lilly and Novo should both rise from here, IMO.", "reply_text": null, "parent_text": "@A_May_MD I still don't know how Wegovy pill will fare against orforglipron once the latter comes to the market ( even if @bioinvestor24 claims orforglipron is meh). That's what refrains me from buying more $NVO shares.", "quoted_text": null, "parent_author": "RickMedChem", "ret_m1d": -0.008209671763940496, "ret_signed_m1d": -0.008209671763940496, "alpha_spy_m1d": -0.007641382467589386, "alpha_c_m1d": -0.007641382467589386, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.0005682892963511099, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02913135349146434, "ret_signed_p1d": -0.02913135349146434, "alpha_spy_p1d": -0.02031701397110519, "alpha_c_p1d": -0.02031701397110519, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.008814339520359149, "ret_p1w": 0.053495821067717, "ret_signed_p1w": 0.053495821067717, "alpha_spy_p1w": 0.06531144681528966, "alpha_c_p1w": 0.06531144681528966, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.011815625747572667, "ret_p1m": 0.008946027657908528, "ret_signed_p1m": 0.008946027657908528, "alpha_spy_p1m": 0.05886582171852106, "alpha_c_p1m": 0.05886582171852106, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.04991979406061253, "ret_p3m": 0.20991159540076576, "ret_signed_p3m": 0.20991159540076576, "alpha_spy_p3m": 0.10176230722400814, "alpha_c_p3m": 0.10176230722400814, "bench_spy_p3m": 0.10814928817675762, "bench_c_p3m": 0.10814928817675762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008946027657908528, "alpha_spy_stated": 0.05886582171852106, "alpha_c_stated": 0.05886582171852106, "price_path": [0.29, 0.3069, 0.2826, 0.2561, 0.2598, 0.2709, 0.2675, 0.2386, 0.2278, 0.299, 0.3318, 0.3289, 0.334, 0.2966, 0.2651, 0.2609, 0.2736, 0.2738, 0.3668, 0.3919, 0.3877, 0.3631, 0.3565, 0.3475, 0.3874, 0.4595, 0.4899, 0.4981, 0.5185, 0.5575, 0.5853, 0.5794, 0.5601, 0.5127, 0.6507, 0.607, 0.571, 0.648, 0.6488, 0.6944, 0.6655, 0.5977, 0.5712, 0.5739, 0.5606, 0.3321, 0.2497, 0.1478, 0.2617, 0.3075, 0.3008, 0.2908, 0.2958, 0.3128, 0.3075, 0.3038, 0.2831, 0.2558, 0.0495, 0.022, 0.0106, -0.0037, -0.0082, 0.0, -0.0291, 0.0196, 0.0347, 0.0217, 0.0535, 0.0254, 0.0283, 0.0069, 0.0053, 0.0217, 0.0177, -0.0082, -0.018, -0.0326, -0.0249, -0.023, -0.0379, -0.036, -0.0456, -0.0311, 0.0089, 0.0015, 0.0153, 0.0067, 0.0133, 0.0326, 0.0279, 0.0301, 0.0427, 0.0795, 0.1204, 0.1237, 0.1124, 0.1108, 0.0822, 0.0748, 0.0575, 0.1303, 0.1311, 0.1303, 0.1061, 0.1591, 0.2047, 0.2187, 0.2319, 0.2563, 0.2574, 0.2648, 0.2739, 0.2904, 0.2925, 0.2574, 0.2283, 0.2157, 0.2157, 0.2374, 0.2187, 0.2343, 0.2132, 0.2231, 0.2494, 0.2514, 0.2099, 0.1783, 0.1531, 0.2011, 0.1794, 0.1262, 0.1583, 0.1753, 0.2069, 0.2047, 0.2058, 0.1956, 0.1948, 0.1858, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062896422081466839", "ticker_idx": 0, "ts": "2026-06-05T13:56:48+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think (and hope) that the end result will be the same - the stock going higher than it was *before* going into the \"crash\"", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long ABVX; flash crash driven by uninformed sellers exiting, expects recovery to exceed pre-crash levels as specialists accumulate.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "I totally forgot about this until someone mentioned it to me this morning, but this absolutely encapsulates (and helps explain) the insanity of the giant $ABVX dip we saw (and are still seeing).  It also fits right in line with the “pod shop” commentary theme of this morning.\n\nWho remembers that~$110 to -$95 flash crash after hours that $ABVX had a few weeks ago?\n\nThat very brief crash & rebound was due to a headline derived from a simple clinical trial protocol modification made to the phase 2 trial that was already had data from over half a decade ago!  All they did was extend the length of the trial so that people getting drug on the open label extension could *keep* getting the drug.  \n\nBasic upkeep that triggered a 10 figure drop in the company’s valuation for absolutely no legitimate reason.\n\nTo me it seems that this prior event was a microcosm of what we saw Monday & Tuesday.  It showed that clearly there are (perhaps now *were*) people involved in this name that don’t understand the very most basic fundamentals of this space.  \n\nThe prior “flash crash” was quite literally absolutely *nothing*, so of course it corrected quickly.  In the current situation there’s obviously a larger impact dataset, more nuance in its interpretation, and the complication of the fact that management made a huge mistake in the way it was all presented/communicated.  \n\nThe current “recovery” from the crash thus takes more time, as we are seeing.  But, I think (and hope) that the end result will be the same - the stock going higher than it was *before* going into the “crash”. \n\nIn retrospect this previous ridiculous flash crash should have perhaps tipped  me off that some of the “money” in $ABVX had no idea what they were doing.  \n\nWhat I’ve seen with the ridiculous crash this week leaves no room for doubt about that in my mind…but now I think we can safely say they *were* in the stock instead of “are”. \n\nLike I previously said here - what we are witnessing is a transfer of wealth to the specialists who actually know what they’re doing.  \n\nAs a long I can’t say that it’s been fun to witness, but at this point I at least feel like I’m getting a better grasp on what has transpired her as well as the increasing probability of what I hope is to come!", "reply_text": null, "parent_text": null, "quoted_text": "Anyone wondering what that &gt;10% flash crash was for $ABVX at close?  Bloomberg published a blurb saying that their P2 ulcerative colitis trial has been delayed by 2+ years.\n\nThe issue?  That trial already read out 4 years ago 🤣 \n\nClearly spooked someone who spooked some algos https://t.co/s8rGsxUqdQ", "parent_author": null, "ret_m1d": 0.03348765455291436, "ret_signed_m1d": 0.03348765455291436, "alpha_spy_m1d": 0.006994511951025739, "alpha_c_m1d": 0.039565641018953324, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": -0.006077986466038965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.002264172608771542, "alpha_c_p1d": 0.0023527914729484234, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.0023527914729484234, "ret_p1w": -0.04904950051624091, "ret_signed_p1w": -0.04904950051624091, "alpha_spy_p1w": -0.054744031523043524, "alpha_c_p1w": -0.054277937092141015, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.005228436575900108, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0768, 0.0796, 0.1354, 0.1062, 0.1522, 0.1376, 0.209, 0.2471, 0.2212, 0.2117, 0.1853, 0.1368, 0.0851, 0.0903, 0.0783, 0.0093, -0.0003, 0.0967, 0.1324, 0.1659, 0.1767, 0.1472, 0.1717, 0.238, 0.2424, 0.1948, 0.239, 0.1965, 0.2062, 0.1835, 0.1325, 0.0975, 0.1424, 0.113, 0.1283, 0.1021, 0.0821, 0.0464, 0.1561, 0.1584, 0.1536, 0.2191, 0.2463, 0.2277, 0.2089, 0.2029, 0.1956, 0.2007, 0.1918, 0.128, 0.1184, 0.1202, 0.1809, 0.2216, 0.2015, 0.2451, 0.2778, 0.2755, 0.3063, 0.2774, -0.2859, -0.1121, 0.0335, 0.0, 0.0, 0.0117, -0.0345, -0.0065, -0.049, -0.0322, -0.0397, -0.0136, -0.0234, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066847712083902632", "ticker_idx": 0, "ts": "2026-06-16T11:37:49+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The $ABVX \"cancer scare\" days are numbered, IMO.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX; believes the safety overhang around cancer concerns is fading.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Incredibly good work here.  Well worth the time it takes to read - very very rare that you can get free access to work of this caliber. \n\nThe $ABVX “cancer scare” days are numbered, IMO.", "reply_text": null, "parent_text": null, "quoted_text": "Based on our conversations with the buy side and sell side, one thing is clear: the market is still struggling to define the actual safety bar for $ABVX.\n\nSpecifically: how many non-NMSC events would ABTECT Maintenance Part 2 need to show before FDA reviewers or sophisticated https://t.co/szvprb4nhy", "parent_author": null, "ret_m1d": 0.007794893704927919, "ret_signed_m1d": 0.007794893704927919, "alpha_spy_m1d": 0.0017975774831409108, "alpha_c_m1d": 0.008121839245398776, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": -0.00032694554047085767, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02717950282952719, "ret_signed_p1d": 0.02717950282952719, "alpha_spy_p1d": 0.039667373714578624, "alpha_c_p1d": 0.04176035605262951, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.014580853223102319, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2987, 0.2717, 0.2618, 0.2343, 0.1838, 0.1299, 0.1354, 0.1229, 0.051, 0.041, 0.1421, 0.1792, 0.2141, 0.2253, 0.1947, 0.2201, 0.2891, 0.2937, 0.2442, 0.2903, 0.2459, 0.2561, 0.2324, 0.1793, 0.1429, 0.1896, 0.159, 0.175, 0.1477, 0.1269, 0.0896, 0.2039, 0.2063, 0.2013, 0.2695, 0.2978, 0.2785, 0.2589, 0.2526, 0.245, 0.2504, 0.241, 0.1747, 0.1646, 0.1665, 0.2297, 0.2721, 0.2512, 0.2965, 0.3306, 0.3282, 0.3603, 0.3302, -0.2564, -0.0754, 0.0762, 0.0413, 0.0413, 0.0535, 0.0054, 0.0346, -0.0097, 0.0078, 0.0, 0.0272, 0.0169, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066710249516462093", "ticker_idx": 0, "ts": "2026-06-16T02:31:35+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's only mispriced by 50-80% this time! The market consistently gets this 'do the work on your own' stuff wrong until a press release and company presentation crams the truth down its throat.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ABVX; author argues market is currently mispricing it by 50-80% to the downside, expects upward re-rating on upcoming catalyst.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "The market mispriced $ABVX by >1,000% going into the induction readout with existing data almost mathematically proving it was going to hit. \n\nIt’s only mispriced by 50-80% this time!  The market consistently gets this “do the work on your own” stuff wrong until a press release and company presentation crams the truth down its throat. \n\nI’ve seen this movie before!", "reply_text": null, "parent_text": "@deathtouch2k My bird brain understands based on a few tweets by some people on X, why is the market having so much trouble with it?  It's not that deep, feels like they are way overcomplicating it because it's a new MoA.", "quoted_text": null, "parent_author": "TLS_Invests", "ret_m1d": 0.007794893704927919, "ret_signed_m1d": 0.007794893704927919, "alpha_spy_m1d": 0.0017975774831409108, "alpha_c_m1d": 0.008121839245398776, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": -0.00032694554047085767, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02717950282952719, "ret_signed_p1d": 0.02717950282952719, "alpha_spy_p1d": 0.039667373714578624, "alpha_c_p1d": 0.04176035605262951, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.014580853223102319, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2987, 0.2717, 0.2618, 0.2343, 0.1838, 0.1299, 0.1354, 0.1229, 0.051, 0.041, 0.1421, 0.1792, 0.2141, 0.2253, 0.1947, 0.2201, 0.2891, 0.2937, 0.2442, 0.2903, 0.2459, 0.2561, 0.2324, 0.1793, 0.1429, 0.1896, 0.159, 0.175, 0.1477, 0.1269, 0.0896, 0.2039, 0.2063, 0.2013, 0.2695, 0.2978, 0.2785, 0.2589, 0.2526, 0.245, 0.2504, 0.241, 0.1747, 0.1646, 0.1665, 0.2297, 0.2721, 0.2512, 0.2965, 0.3306, 0.3282, 0.3603, 0.3302, -0.2564, -0.0754, 0.0762, 0.0413, 0.0413, 0.0535, 0.0054, 0.0346, -0.0097, 0.0078, 0.0, 0.0272, 0.0169, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066547856366788852", "ticker_idx": 0, "ts": "2026-06-15T15:46:18+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX has the BEST IN DISEASE efficacy in maintenance. Obefazimod is the ONLY drug in its class, and its maintenance efficacy is BEST IN DISEASE.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: obefazimod has best-in-disease maintenance efficacy as sole drug in its class, endorsing compelling UC profile.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "Finally, the first time I’ve seen someone get it right.  $ABVX has the BEST IN DISEASE efficacy in maintenance.  Not “best in class” (as I’ve seen repeatedly).\n\nObefazimod is the ONLY drug in its class, and its maintenance efficacy is BEST IN DISEASE.  \n\nTwo very important points/distinctions.", "reply_text": null, "parent_text": null, "quoted_text": "$ABVX LR 6/15  continue to believe totality of ABTECT supports a compelling\nprofile for obefazimod in UC, driven by best-in-disease efficacy and a safety profile that remains\ncommercially competitive. The new case-level safety details should help mitigate some of the\ninitial", "parent_author": null, "ret_m1d": -0.017402799178671602, "ret_signed_m1d": -0.017402799178671602, "alpha_spy_m1d": -7.439779325557616e-05, "alpha_c_m1d": -0.02342018535577961, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007734603294398235, "ret_signed_p1d": -0.007734603294398235, "alpha_spy_p1d": -0.0017730404501641317, "alpha_c_p1d": -0.00806165576321527, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2492, 0.2886, 0.2619, 0.252, 0.2247, 0.1746, 0.1212, 0.1266, 0.1142, 0.0428, 0.033, 0.1332, 0.1701, 0.2047, 0.2159, 0.1854, 0.2107, 0.2792, 0.2837, 0.2346, 0.2803, 0.2363, 0.2464, 0.2229, 0.1702, 0.134, 0.1804, 0.15, 0.1659, 0.1388, 0.1182, 0.0812, 0.1946, 0.1969, 0.192, 0.2597, 0.2878, 0.2686, 0.2491, 0.2429, 0.2354, 0.2407, 0.2314, 0.1656, 0.1556, 0.1574, 0.2202, 0.2623, 0.2415, 0.2865, 0.3203, 0.3179, 0.3498, 0.3199, -0.2622, -0.0825, 0.0679, 0.0333, 0.0333, 0.0454, -0.0023, 0.0266, -0.0174, 0.0, -0.0077, 0.0192, 0.0091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2067259721581523424", "ticker_idx": 0, "ts": "2026-06-17T14:55:00+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's time for $XBI to pull back sharply", "tweet_type": "prediction", "timeline": "days", "summary": "Expects XBI to pull back sharply from today's $141.81 high.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Should I get a lobotomy to improve stock market alpha?\n\n---\n\nFrontal lobe is telling me it’s time for $XBI to pull back sharply ($141.81 high today).  Let’s see what old fronty is good for.  His life is on the line.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.029055190971315703, "ret_signed_m1d": 0.029055190971315703, "alpha_spy_m1d": 0.04170098084758145, "alpha_c_m1d": 0.04170098084758145, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": 0.012645789876265745, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009541587178982791, "ret_signed_p1d": -0.009541587178982791, "alpha_spy_p1d": 0.0008554052629767828, "alpha_c_p1d": 0.0008554052629767828, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.010396992441959574, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1311, -0.1224, -0.1369, -0.1269, -0.1424, -0.111, -0.1111, -0.142, -0.1479, -0.0837, -0.0778, -0.0748, -0.076, -0.0756, -0.0627, -0.0543, -0.0714, -0.0527, -0.0263, -0.0211, -0.0282, -0.0052, -0.0115, -0.0215, -0.0149, -0.0352, -0.0438, -0.0456, -0.059, -0.0753, -0.0578, -0.0644, -0.0423, -0.0402, -0.0123, -0.0411, -0.0336, -0.0333, -0.0321, -0.0254, -0.0326, -0.0624, -0.0841, -0.0904, -0.0551, -0.0474, -0.0555, -0.0433, -0.0354, -0.0244, -0.0194, -0.0414, -0.0834, -0.0686, -0.0428, -0.0769, -0.0786, -0.0575, -0.0756, -0.0477, -0.0402, -0.0215, -0.0291, 0.0, 0.0095, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066515202670031273", "ticker_idx": 0, "ts": "2026-06-15T13:36:32+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Will be a problem for their whole platform I believe", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: immune response against neoepitopes threatens the entire platform, not just a single program.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Biotech_FC It’s immune response against neoepitopes imo, not the LNP.  Will be a problem for their whole platform I believe.", "reply_text": null, "parent_text": "Not good for $NTLA. No wonder they tried to initially blame the target and not the LNP. https://t.co/2k2hgwwITE", "quoted_text": null, "parent_author": "Biotech_FC", "ret_m1d": -0.18833782876995064, "ret_signed_m1d": 0.18833782876995064, "alpha_spy_m1d": 0.17100942738453462, "alpha_c_m1d": 0.19435521494705865, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024798919816828024, "ret_signed_p1d": 0.024798919816828024, "alpha_spy_p1d": 0.01883735697259392, "alpha_c_p1d": 0.02512597228564506, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1032, -0.0965, -0.1146, -0.1186, -0.1394, -0.1213, -0.1414, -0.1113, -0.1126, -0.1709, -0.2192, -0.1408, -0.1106, -0.12, -0.1086, -0.0918, -0.0704, -0.0731, -0.0958, -0.0442, -0.0094, 0.0013, -0.0509, 0.002, 0.0194, 0.0261, 0.1106, 0.0637, -0.0865, -0.126, -0.1153, -0.1659, -0.0965, -0.1113, -0.0704, -0.1079, -0.0717, -0.0811, -0.0556, -0.0335, -0.0623, -0.0429, -0.1227, -0.0838, -0.1495, -0.1997, -0.1783, -0.1709, -0.1555, -0.1548, -0.0992, -0.0831, -0.057, -0.0798, -0.12, -0.1273, -0.0114, -0.0925, -0.0958, -0.1361, -0.1823, -0.1723, -0.1883, 0.0, -0.0248, 0.0188, 0.0503, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066514301343449295", "ticker_idx": 0, "ts": "2026-06-15T13:32:58+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ABVX is $200 right now if their PR strategy was half as aggressive as $SYRE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX as undervalued vs SYRE despite superior post-P3 MoA; bearish SYRE as overvalued relative to pipeline maturity.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yeah $ABVX is $200 right now if their PR strategy was half as aggressive as $SYRE.\n\nAnd hey look, they’re roughly the same market cap except ABVX is fully post P3  with a unique MoA with unmatchable maintenance efficacy while SYRE is 6-8 years behind with a few me-twenty drugs!  \n\nFunny how that works", "reply_text": null, "parent_text": "@A_May_MD I'm mad because this type of PR from ABVX would have been earth shattering and completely acceptable to do.", "quoted_text": null, "parent_author": "plainyogurt21", "ret_m1d": -0.017402799178671602, "ret_signed_m1d": -0.017402799178671602, "alpha_spy_m1d": -7.439779325557616e-05, "alpha_c_m1d": -0.02342018535577961, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007734603294398235, "ret_signed_p1d": -0.007734603294398235, "alpha_spy_p1d": -0.0017730404501641317, "alpha_c_p1d": -0.00806165576321527, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2492, 0.2886, 0.2619, 0.252, 0.2247, 0.1746, 0.1212, 0.1266, 0.1142, 0.0428, 0.033, 0.1332, 0.1701, 0.2047, 0.2159, 0.1854, 0.2107, 0.2792, 0.2837, 0.2346, 0.2803, 0.2363, 0.2464, 0.2229, 0.1702, 0.134, 0.1804, 0.15, 0.1659, 0.1388, 0.1182, 0.0812, 0.1946, 0.1969, 0.192, 0.2597, 0.2878, 0.2686, 0.2491, 0.2429, 0.2354, 0.2407, 0.2314, 0.1656, 0.1556, 0.1574, 0.2202, 0.2623, 0.2415, 0.2865, 0.3203, 0.3179, 0.3498, 0.3199, -0.2622, -0.0825, 0.0679, 0.0333, 0.0333, 0.0454, -0.0023, 0.0266, -0.0174, 0.0, -0.0077, 0.0192, 0.0091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066896940709691729", "ticker_idx": 0, "ts": "2026-06-16T14:53:26+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "$180 would actually be a bit of a disappointment from my perspective", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects buyout above $180 given blowout efficacy and clean label; $180 now a disappointment.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BigChodu With the new blowout efficacy and a clean label (no black box, let’s see how Part 2 looks), $180 would actually be a bit of a disappointment from my perspective.", "reply_text": null, "parent_text": "@A_May_MD Dr @A_May_MD \n\nYou were expecting buyout at North of 180$\n\nStill you expect the same, or reset of expectations?", "quoted_text": null, "parent_author": "BigChodu", "ret_m1d": -0.000674551703912063, "ret_signed_m1d": -0.000674551703912063, "alpha_spy_m1d": -0.006671867925699071, "alpha_c_m1d": -0.0003476061634412053, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": -0.00032694554047085767, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021585204223648402, "ret_signed_p1d": 0.021585204223648402, "alpha_spy_p1d": 0.034073075108699835, "alpha_c_p1d": 0.03616605744675072, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.014580853223102319, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1983, 0.1315, 0.144, 0.0904, 0.0978, 0.085, 0.1197, 0.1551, 0.0968, 0.0091, 0.0975, 0.1116, 0.1737, 0.1444, 0.1366, 0.1356, 0.1788, 0.1555, 0.1808, 0.198, 0.1956, 0.1976, 0.1872, 0.1983, 0.14, 0.1551, 0.1062, 0.1046, 0.1125, 0.0924, 0.0567, 0.0516, 0.0118, 0.0712, 0.056, 0.0887, 0.0651, 0.0567, 0.0698, 0.0563, 0.0691, 0.0695, 0.0209, -0.0324, -0.0422, -0.0071, 0.0347, 0.0418, 0.0388, 0.0678, 0.0857, 0.1042, 0.0546, -0.0121, -0.0108, 0.0044, -0.0405, -0.0138, -0.0142, -0.0641, -0.0351, -0.0304, -0.0007, 0.0, 0.0216, 0.0246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066830495632027765", "ticker_idx": 0, "ts": "2026-06-16T10:29:24+00:00", "symbol": "NTLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this will remain an existential risk to the HAE launch. A single Hy's case and it's over.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NTLA: undisclosed liver enzyme signal mirrors ATTR program pattern; a single Hy's Law case could kill the HAE launch, posing existential risk.", "resolved_tickers": ["NTLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Of course there is a difference.  The point is that the $NTLA ATTR program was seeing exactly this pattern at a similar (small) sample size, and only once we had ~450 patients (~7x what we have in this HAE publication) did we finally see a Hy’s Law case.\n\nYou choosing to ignore a consistent liver enzyme signal from $NTLA won’t make it go away, and this will remain an existential risk to the HAE launch.  A single Hy’s case and it’s over.  Again, you blindly choosing to ignore this doesn’t make it untrue. \n\nThere’s a reason management never disclosed these liver enzyme numbers until they absolutely had  in this NEJM publication, BTW…", "reply_text": null, "parent_text": "@A_May_MD Tjere is a big difference between generic liver enzyme elevations emerging in first days following LNP admin, and the much rare, product-specific elevations 3-4 weeks later. Give it up already. You're over your skis here.", "quoted_text": null, "parent_author": "RNAiAnalyst", "ret_m1d": 0.025429545065895676, "ret_signed_m1d": -0.025429545065895676, "alpha_spy_m1d": -0.019432228844108668, "alpha_c_m1d": -0.025756490606366533, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": -0.00032694554047085767, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044673512715428076, "ret_signed_p1d": -0.044673512715428076, "alpha_spy_p1d": -0.05716138360047951, "alpha_c_p1d": -0.059254365938530396, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.014580853223102319, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0735, -0.0921, -0.0962, -0.1175, -0.099, -0.1196, -0.0887, -0.09, -0.1498, -0.1993, -0.1189, -0.088, -0.0976, -0.0859, -0.0687, -0.0467, -0.0495, -0.0729, -0.0199, 0.0158, 0.0268, -0.0268, 0.0275, 0.0454, 0.0522, 0.1388, 0.0907, -0.0632, -0.1038, -0.0928, -0.1447, -0.0735, -0.0887, -0.0467, -0.0852, -0.0481, -0.0577, -0.0316, -0.0089, -0.0385, -0.0186, -0.1003, -0.0605, -0.1278, -0.1794, -0.1574, -0.1498, -0.134, -0.1333, -0.0763, -0.0598, -0.033, -0.0564, -0.0976, -0.1052, 0.0137, -0.0694, -0.0729, -0.1141, -0.1615, -0.1512, -0.1677, 0.0254, 0.0, 0.0447, 0.077, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066705812911788271", "ticker_idx": 0, "ts": "2026-06-16T02:13:57+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not a black box threat even if you think it's real, and thats all that really matters to the stock right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ABVX: NMSC signal unlikely to result in black box warning, which is the only thing that matters for the stock.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I’m not aware of any drug that confers NMSC risk via sub clinical photoxocoty…none.  Not that I know everything, but as a dermatologist I do have a decent grip on these things.  NMSC risk tends to come from BLATANT photo toxicity, or immunosuppression, very clearly neither happening here.\n\nEven still, is 4 vs 1 really a meaningful signal?  Especially in the context of the cases that had *prior* NMSC already, and or exposure to drugs with known NMSC risk?\n\nRegardless, it’s something that doesn’t merit too much disproportionate attention/debate.  The FDA as a near unanimous rule does not hand out black boxes for NMSC.  Black box or no is really the question that matters for ABVX as a stock.  Entyvio as the king of IBD has non-NMSC warnings on label…\n\nSo while my read on the data is that there’s very likely no NMSC signal here, I’m not sure the NMSC part of this is really worth debating too intensely.  Not a black box threat even if you think it’s real, and thats all that really matters to the stock right now.", "reply_text": null, "parent_text": "@A_May_MD @deathtouch2k Appreciate the pushback - and you're right on the placebo arm. Our back-calc from the disclosed headache IRs, the PY gap is ~1.5x (≈142 vs ≈92 PY), not 2x. PY-adjusted that's 50mg 2.82 vs PBO 1.09 /100P -narrower than 4-vs-1, but not balanced.\n\nBut the comparison we'd actually", "quoted_text": null, "parent_author": "TripleGateCaptl", "ret_m1d": 0.007794893704927919, "ret_signed_m1d": 0.007794893704927919, "alpha_spy_m1d": 0.0017975774831409108, "alpha_c_m1d": 0.008121839245398776, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": -0.00032694554047085767, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02717950282952719, "ret_signed_p1d": 0.02717950282952719, "alpha_spy_p1d": 0.039667373714578624, "alpha_c_p1d": 0.04176035605262951, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.014580853223102319, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2987, 0.2717, 0.2618, 0.2343, 0.1838, 0.1299, 0.1354, 0.1229, 0.051, 0.041, 0.1421, 0.1792, 0.2141, 0.2253, 0.1947, 0.2201, 0.2891, 0.2937, 0.2442, 0.2903, 0.2459, 0.2561, 0.2324, 0.1793, 0.1429, 0.1896, 0.159, 0.175, 0.1477, 0.1269, 0.0896, 0.2039, 0.2063, 0.2013, 0.2695, 0.2978, 0.2785, 0.2589, 0.2526, 0.245, 0.2504, 0.241, 0.1747, 0.1646, 0.1665, 0.2297, 0.2721, 0.2512, 0.2965, 0.3306, 0.3282, 0.3603, 0.3302, -0.2564, -0.0754, 0.0762, 0.0413, 0.0413, 0.0535, 0.0054, 0.0346, -0.0097, 0.0078, 0.0, 0.0272, 0.0169, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066498846943842623", "ticker_idx": 0, "ts": "2026-06-15T12:31:33+00:00", "symbol": "SYRE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Absurdly overvalued financial engineering pump job. Whoever starts off the house of cards selling cascade wins.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish SYRE: calls it absurdly overvalued financial engineering on weak open-label P2a data that fails to clear blinded clinical benchmarks set by Phase 3 rivals with same MOA.", "resolved_tickers": ["SYRE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$SYRE out here trying to pump another P2a OPEN LABEL dataset that doesn’t even hurdle the BLINDED clinical remission benchmark set by other drugs with the SAME MOA that are already in PHASE 3. \n\nJOKE.  Absurdly overvalued financial engineering pump job.  Whoever starts off the house of cards selling cascade wins.  You just won’t get to participate in the #FREEMONEYCLUB’s next intentionally underpriced backdoor IPO! \n\nSuch transparent bullshit.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03338120189524452, "ret_signed_m1d": 0.03338120189524452, "alpha_spy_m1d": 0.01605280050982849, "alpha_c_m1d": 0.039398588072352525, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0020339574685454, "ret_signed_p1d": 0.0020339574685454, "alpha_spy_p1d": -0.003927605375688703, "alpha_c_p1d": 0.002361009937362435, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4727, -0.4742, -0.4848, -0.4938, -0.5065, -0.4884, -0.4949, -0.4535, -0.4314, -0.434, -0.4566, -0.3965, -0.4149, -0.4307, -0.414, -0.3874, -0.3781, -0.3806, -0.3863, -0.243, -0.2341, -0.1746, -0.1661, -0.1265, -0.1219, -0.1473, -0.1266, -0.1716, -0.1664, -0.1397, -0.1789, -0.1399, -0.1092, -0.1694, -0.1729, -0.1504, -0.1266, -0.1254, -0.1021, -0.0855, -0.1022, -0.087, -0.0949, -0.1036, -0.1615, -0.2029, -0.1395, -0.1108, -0.114, -0.1188, -0.1324, -0.1372, -0.1206, -0.156, -0.1725, -0.1204, -0.061, -0.1188, -0.1385, -0.0854, -0.1017, -0.0336, -0.0334, 0.0, -0.002, 0.0468, 0.0468, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2066556863831756962", "ticker_idx": 0, "ts": "2026-06-15T16:22:05+00:00", "symbol": "ABVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I find the double digit stock price to be an absolute STEAL. $ABVX would very likely (IMO) have at least temporarily cracked $200/share on their absolutely unprecedented maintenance update without this (bogus?) \"cancer scare\"", "tweet_type": "analysis", "timeline": "months", "summary": "Strong long ABVX: cancer signal is noise, existing event rates within expectations, stock is a steal with path back toward $200 once Part 2 data confirms safety.", "resolved_tickers": ["ABVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "🚨$ABVX just quietly dropped new slides again!\n\nAside from showing a much better/clearer discussion of data/expectations and a clear goal to handhold the market with the upcoming part 2 dataset, these slides give us another key insight:  $ABVX is finding the same expected background nNMSC/NMSC rates as @deathtouch2k and I have discussed.\n\nnNMSC/100PY expected range:  0.3-0.7\n      ↪️Obe's rate so far:  ~0.59\n\nNMSC/100PY expected range:  0.7-1.4\n      ↪️Obe's rate so far: ~0.79\n\nAnd those are just for the 50mg doses...the Obe rates get further diluted massively if you were to include the 25mg dose levels, suggesting that the overall population is likely on the low end of expected cancer incidence.  (Note the the calculations can change slightly once we get exact numbers of PY of exposure).\n\nSo, even just looking at the 50mg dosing patient years, and not including the Part 2 data that might further reinforce safety, $ABVX is getting the word out that their EXISTING cancer event rates are ALREADY well within EXPECTATIONS...the market is clearly waiting for the Part 2 data before coming to this conclusion...but I personally don't see why we need to wait.  These data are very clear.\n\nI continue to see no evidence of a \"cancer signal\" here, and I find the double digit stock price to be an absolute STEAL.  $ABVX would very likely (IMO) have at least temporarily cracked $200/share on their absolutely unprecedented maintenance update without this (bogus?) \"cancer scare\".\n\nThose of us in the weeds have been able to see that the \"cancer scare\" was noise from the beginning...the company of course will be slower in reaching the market to get that word out and make people understand it, but IMO that's where we are heading.  I would predict that stock price will follow!\n\n---\n\nThese new $ABVX slides come from an entirely new presentation called \"ABTECT Maintenance Part 2 Primer\".\n\nClearly management is going to be doing a much better job of presenting the new data within the appropriate context to show a jumpy market how to appropriately interpret safety data.\n\nThis whole mess (and resultingly depressed stock price) could have probably been avoided if they'd done this from the start, but in the end I think the final result (and much healthier stock price) will still be the same. \n\nThis time in between where we find ourselves now is what I'd call \"opportunity\".\n\n---\n\nThe new $ABVX slides:\nhttps://t.co/7QV2jneiIU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017402799178671602, "ret_signed_m1d": -0.017402799178671602, "alpha_spy_m1d": -7.439779325557616e-05, "alpha_c_m1d": -0.02342018535577961, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": 0.006017386177108008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007734603294398235, "ret_signed_p1d": -0.007734603294398235, "alpha_spy_p1d": -0.0017730404501641317, "alpha_c_p1d": -0.00806165576321527, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0003270524688170351, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2492, 0.2886, 0.2619, 0.252, 0.2247, 0.1746, 0.1212, 0.1266, 0.1142, 0.0428, 0.033, 0.1332, 0.1701, 0.2047, 0.2159, 0.1854, 0.2107, 0.2792, 0.2837, 0.2346, 0.2803, 0.2363, 0.2464, 0.2229, 0.1702, 0.134, 0.1804, 0.15, 0.1659, 0.1388, 0.1182, 0.0812, 0.1946, 0.1969, 0.192, 0.2597, 0.2878, 0.2686, 0.2491, 0.2429, 0.2354, 0.2407, 0.2314, 0.1656, 0.1556, 0.1574, 0.2202, 0.2623, 0.2415, 0.2865, 0.3203, 0.3179, 0.3498, 0.3199, -0.2622, -0.0825, 0.0679, 0.0333, 0.0333, 0.0454, -0.0023, 0.0266, -0.0174, 0.0, -0.0077, 0.0192, 0.0091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}