@GermanBiotech Avatar @GermanBiotech German Biotech

German Biotech posts on X about $atnm, in the, $4587t, $pptdf the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 26.17% finance 14.95% countries 4.67% currencies 2.8% cryptocurrencies 2.8% travel destinations 1.87% exchanges 1.87% celebrities 0.93%

Social topic influence $atnm 18.69%, in the 13.08%, $4587t #1, $pptdf #1, $moln 6.54%, $lptx 6.54%, data 6.54%, lptx 6.54%, company 5.61%, comparison 5.61%

Top accounts mentioned or mentioned by @melnykandrij @jacobplieth @bild @jreichelt @maxottesays @shomburg @bmgbund @jensspahn @hubertaiwanger @ronzheimer @drugsmolecules @jfais20 @nejmevidence @pharmafather123 @a_may_md

Top assets mentioned Molecular Partners AG (MOLN) ALX Oncology Holdings Inc (ALXO) Protagonist Therapeutics, Inc (PTGX) AstraZeneca PLC (AZN) Eli Lilly and Company (LLY) Zenas BioPharma, Inc. (ZBIO) Amgen, Inc. (AMGN) Immunogen Inc (IMGN) Novo-Nordisk (NVO) Bristol-Myers Squibb Co (BMY) Johnson & Johnson (JNJ) Abivax SA (ABVX) Vir Biotechnology, Inc. Common Stock (VIR) Seagen Inc (SGEN) Novartis AG (NVS)

Top Social Posts

Top posts by engagements in the last [--] hours

"The French media outlet La lettre reports on a bidding war between $AZN and $LLY for $ABVX. https://www.lalettre.fr/fr/entreprises_sante/2026/01/20/rachat-d-abivax--le-britannique-astrazeneca-defie-l-americain-eli-lilly110606336-art https://www.lalettre.fr/fr/entreprises_sante/2026/01/20/rachat-d-abivax--le-britannique-astrazeneca-defie-l-americain-eli-lilly110606336-art"
X Link 2026-01-20T07:12Z [----] followers, [----] engagements

"@BILD "DEUTSCHLANDS KLGSTE CORONA-SKEPTIKER" "Honorige Meister ihres Fachs geachtet und hochgeschtzt. Namen von Rang" . kommt sich @BILD nicht selbst lcherlich vor bei dieser hymnischen Verklrung @BIld ist und bleibt ein undifferenziertes demagogisches Schundblatt"
X Link 2020-05-08T02:48Z [----] followers, [--] engagements

"@jreichelt Was Sie da treiben hat mit kritischem Journalismus nichts zu tun. Kritischer Journalismus setzt eine gewisse Bildung voraus die Ihnen ganz offensichtlich fehlt. Sie verfolgen Ihre eigene demagogische Agenda. #Bild #Drosten"
X Link 2020-05-25T16:27Z [----] followers, [--] engagements

"@maxotte_says Max Otte Sie sind offenbar nicht nur ein miserabler Investor sondern auch ein von Verschwrungstheorien besessener Spinner. Aber verbreiten Sie ruhig weiter Ihren Unsinn wir leben in einer freien Demokratie (auch wenn Sie dies vermutlich bestreiten). #drosten #Coronavirus"
X Link 2020-06-23T23:30Z [----] followers, [--] engagements

"@SHomburg Wir leben zum Glck in einem Land in dem sich jeder frei uern kann auch wenn er wie @SHomburg einen schauerlichen Unsinn schreibt ber den man als Naturwissenschaftler nur den Kopf schtteln kann"
X Link 2020-11-01T10:34Z [----] followers, [--] engagements

"@BMG_Bund @jensspahn Was haben wir von Impfstofflieferungen die Ende [----] eintrudeln In Israel sind schon jetzt 7% der Bevlkerung geimpft Mit dem minderwertigen Impfstoff von AstraZeneca wrde ich mich im brigen nicht impfen lassen. Bei der Impfstoffbeschaffung haben Sie schlichtweg versagt"
X Link 2021-01-01T18:59Z [----] followers, [--] engagements

"@HubertAiwanger Herr #Aiwanger das #Freiheitsrecht hrt da auf wo es auf Kosten Anderer beansprucht wird. Ihr Verhalten ist unsozial verantwortungslos und dumm mit einer derartigen Haltung sind Sie zur Ausbung eines politischen Mandats ungeeignet"
X Link 2021-07-31T08:09Z [----] followers, [--] engagements

"@MelnykAndrij Es ist eine Schande dass wir so etwas noch einmal in Europa erleben mssen 😡. Russland sollte politisch und wirtschaftlich vllig isoliert werden (Wenigstens war die Ukraine nicht so naiv wie Deutschland und hat die Sirenen nicht demontiert. Ist natrlich kein Trost.)"
X Link 2022-10-17T17:21Z [----] followers, [--] engagements

"Share price triples today just because $CTMX will publish the first data on CX-904 on May [--] That is completely insane. CX-904 is highly likely to fail just like all other probodies before it"
X Link 2024-05-01T14:33Z [----] followers, 23.8K engagements

"There is hardly any company I have dealt with as intensively as $CTMX. I was therefore not surprised when I saw this slide in today's presentation following the very selective press release. This is reminiscent of the failed CX-2009 (CD166 PDC) /1 Share price triples today just because $CTMX will publish the first data on CX-904 on May [--] That is completely insane. CX-904 is highly likely to fail just like all other probodies before it. Share price triples today just because $CTMX will publish the first data on CX-904 on May [--] That is completely insane. CX-904 is highly likely to fail just"
X Link 2024-05-08T23:04Z [----] followers, 35.2K engagements

"$Vir Biotechnology Announces Completion of Enrollment in ECLIPSE [--] Phase [--] Trial for Chronic Hepatitis Delta. (Also affects $XNCR as Tobevibart includes $XNCR's Xtend technology.) https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Announces-Completion-of-Enrollment-in-ECLIPSE-1-Phase-3-Trial-for-Chronic-Hepatitis-Delta/default.aspx https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Announces-Completion-of-Enrollment-in-ECLIPSE-1-Phase-3-Trial-for-Chronic-Hepatitis-Delta/default.aspx"
X Link 2025-11-03T13:17Z [----] followers, [----] engagements

"Another death due to neutralizing antibodies. For this reason ADAs should always be kept in mind when developing drugs. I have created a database specifically for this purpose. ADAs also appear to be an issue with MP0533 $MOLN #ASH2025 . https://www.drugs.com/fda/fda-investigating-death-due-neutralizing-antibodies-adamts13-following-adzynma-congenital-14778.htmlhash2=549459a0c6975e64e89d752cf970fe1d&utm_source=ddc&utm_medium=email&utm_campaign=FDA+Safety+Alert++FDA+Investigating+Death+Due+to+Neutralizing+Antibodies+to+ADAMTS13+following+Adzynma+Treatment"
X Link 2025-11-23T23:19Z [----] followers, [----] engagements

"I cannot understand the current slump in Peptidream's share price. The Jap biotech company's operational performance is excellent but short-sighted speculators are clearly bothered by the cautious profit forecast. For long-term investors these are attractive purchase prices /1"
X Link 2026-02-17T01:38Z [----] followers, [---] engagements

"Peptidream's current presentation on R+D Day The company remains my favorite Japanese biotech company. Excellent expertise particularly in peptide therapeutics interesting oral molecules in the pipeline (e.g. myostatin inhibitor anti-IL [--] etc.). https://contents.xj-storage.jp/xcontents/45870/7071f7ba/e429/4754/806a/96e610472c34/20251205150121801s.pdf https://contents.xj-storage.jp/xcontents/45870/7071f7ba/e429/4754/806a/96e610472c34/20251205150121801s.pdf"
X Link 2025-12-07T21:15Z [----] followers, [----] engagements

"On balance inebilizumab-CDON $AMGN is likely to have significantly greater market potential while obelixumab will tend to be more of a niche product. Regardless of this $XNCR will receive a larger milestone payment from $ZBIO upon the approval of obelixumab. /2"
X Link 2026-01-05T23:59Z [----] followers, [---] engagements

"Here is the corresponding PR from $ZBIO /3 https://investors.zenasbio.com/news-releases/news-release-details/zenas-biopharma-announces-positive-results-phase-3-indigo https://investors.zenasbio.com/news-releases/news-release-details/zenas-biopharma-announces-positive-results-phase-3-indigo"
X Link 2026-01-06T00:00Z [----] followers, [---] engagements

"2026 could be the year of peptide therapeutics. Particularly interesting in this context are protagonists $PTGX and Peptidream $PPTDF (4587.T). Peptidream: enormously broad pipeline many promising partnerships avorable valuation /1"
X Link 2026-01-06T00:30Z [----] followers, [----] engagements

"Both $PTGX and $PPTDF are developing an oral anti-IL-17 drug that blocks the three dimeric forms AA AF and FF. Peptidream's oral myostatin inhibitor is also interesting and various radiopharmaceuticals are likely to be particularly promising. /2"
X Link 2026-01-06T00:33Z [----] followers, [---] engagements

"In the European patent database I came across some previous unknown peptide projects that PeptiDream $PPTDF is working on: TSP1 inhibitor critical ischemia EphA2 inhibitor tumor VEGFR-2 agonist liver disease C-MET protein-bind peptide complex regenerative medicine"
X Link 2026-01-28T21:41Z [----] followers, [----] engagements

"PeptiDream $PPTDF (4587.T) already has an interesting pipeline (including oral myostatin inhibitor oral anti-IL17 etc.) but despite numerous collaborations with international pharmaceutical companies it is hardly known among investors outside Japan"
X Link 2026-01-28T21:57Z [----] followers, [---] engagements

"$OSSD with weak business performance. Growth momentum has slowed significantly. Currency-adjusted net sales in [----] vs. [----] Q1 +60% Q2 +73% Q3 +35% Q4 +24% $KURN is performing much more dynamically and at a significantly higher level"
X Link 2026-02-03T13:30Z [----] followers, [----] engagements

"Here is the link to the current company presentation #peptidream $PPTDF 4587.T /2 https://contents.xj-storage.jp/xcontents/45870/7d5bf5ab/0299/4699/83d5/87ca8bd3f247/20260216155413556s.pdf https://contents.xj-storage.jp/xcontents/45870/7d5bf5ab/0299/4699/83d5/87ca8bd3f247/20260216155413556s.pdf"
X Link 2026-02-17T01:41Z [----] followers, [---] engagements

"1/n I'm looking at $LPTX right now and trying to understand the stock price drop following #ESMO22. There is actually little change in the data compared to previous ASCO-GI [----] data. If you do a more rigorous evaluation on an ITT basis and count only confirmed responses"
X Link 2022-09-14T21:43Z [----] followers, [--] engagements

"6/n Conclusion: I cannot find a convincing explanation for the $LPTX share price development following #ESMO22. If anyone has something illuminating to contribute to this topic I would be pleased"
X Link 2022-09-14T21:54Z [----] followers, [--] engagements

"8/n $BGNE should have the results of the Rationale [---] trial by now (tisle + chemo vs chemo in 1L GEA). The comparison of these data with the results of the DKN01 + isle + chemo combo will certainly determine whether $BGNE will take the Asia option for DKN01 or buy $LPTX"
X Link 2022-09-14T22:10Z [----] followers, [--] engagements

"In my routine patent searches an interesting new patent from $ATNM caught my eye. It is a radioconjugated CCR8-targeting agent (mAb) for depletion of tumor infiltrating regulatory t cells. It can be applied alone or in combo with other drugs such as Actimab-A"
X Link 2022-10-27T14:24Z [----] followers, [--] engagements

"@MelnykAndrij Er kann einfach nicht aus seiner Haut. Privat sicherlich ein freundlicher Mensch als Bundesprsident aber allein schon wegen seiner Vorgeschichte nicht geeignet. Und dazu leider ein uerst schlechter Redner. Da vermisst man Gauck"
X Link 2022-10-29T22:11Z [----] followers, [--] engagements

"Numerous investors have complained there are no references to the SIERRA P3 trial among the #ASH22 abstracts. This may be why the $ATNM share price is currently down 10%. My advice is to wait for the late-breaking abstracts which will be published on November 22"
X Link 2022-11-03T17:24Z [----] followers, [--] engagements

"The current data on DKN01 $LPTX in 2L GEA looks good #SITC22 : CPS 10: DKN01 + Tislelizumab: ORR 50% ("n.e." I have rated as PD) for comparison Pembrolizumab (KEYNOTE-061 trial): ORR 25% CPS 1: DKN01 + Tislelizumab: ORR 27% Pembro: ORR 2% EV $LPTX = $0 🤔"
X Link 2022-11-07T15:14Z [----] followers, [--] engagements

"Everyone who sees these photos and is reasonably healthy should pause for a moment and be somewhat humbled and grateful. Often in everyday life you forget how relatively well you are doing and get angry about trivial things and do not enjoy the here and now"
X Link 2022-11-10T16:36Z [----] followers, [--] engagements

"Bad news from $INFI on MARIO-3 TNBC trial: eganelisb + atecolizumab + n-pac mPFS in PD-L1(+) cohort = [---] mo (11.4 mo in SABCS 2021). For comparison: atecolizumab + n-pac mPFS [---] mo ( IMpassion130 trial). I can't see why $INFI should be bought"
X Link 2022-11-14T14:52Z [----] followers, [--] engagements

"$LPTX It is highly likely that $BGNE will exercise the option for DKN-01 for Asia (excl JPN) AUS/NZ. It can be assumed that the exercise of the option will cost about $10-15M (JPM Pres. [----] " [--] million") which is an amount that cannot burden the risk-reward ratio"
X Link 2022-11-14T19:54Z [----] followers, [--] engagements

"$SGEN New CEO Epstein was gifted [------] shares (RSUs) and [------] stock options when he took office. The RSUs are worth $15 million and the options will be worth an additional $9 million if the share price increases by 10%. In my view this is too much easy money"
X Link 2022-11-15T08:20Z [----] followers, [--] engagements

"$ATNM will share more extensive data on the SIERRA trial by year-end. A detailed presentation will be made at upcoming medical conference focusing on BMT. Source: Statement of the CEO to the shareholders (November [--] 2022)"
X Link 2022-11-22T14:40Z [----] followers, [--] engagements

"@ronzheimer Ein Kartell der Inkompetenz"
X Link 2022-12-04T13:20Z [----] followers, [--] engagements

"Encouraging results for zanidatamab mono $ZYME in 2L HER2+ BTC ORR 41.3% mDOR [----] mo For comparison: Enhertu in comparable population (HERB trial) ORR 36.4% mDOR [---] mo"
X Link 2022-12-19T15:24Z [----] followers, [----] engagements

"Mark your calendar for next week $ZYME (I expect positive results) $LPTX (I expect an indirect indication if $BGNE will exercise the option for DKN-01) https://meetings.asco.org/abstracts-presentations/216490 https://meetings.asco.org/abstracts-presentations/216107 https://meetings.asco.org/abstracts-presentations/216490 https://meetings.asco.org/abstracts-presentations/216107"
X Link 2023-01-13T23:51Z [----] followers, [----] engagements

"4/n In the meantime additional study centers in Spain and the UK have become operational. The expected primary completion date of the APATURA trial has been moved up a bit currently listed as July [--] [----]. $PIRS could be one of the big biotech surprises of 2023"
X Link 2023-01-18T16:51Z [----] followers, [----] engagements

"By partnering with the NCI $ATNM will save a great deal of money on clinical trials. Do not forget: In [--] days the results of the SIERRA trial will be presented at the TCT meeting. https://ir.actiniumpharma.com/press-releases/detail/435/actinium-signs-cooperative-research-and-development https://ir.actiniumpharma.com/press-releases/detail/435/actinium-signs-cooperative-research-and-development"
X Link 2023-02-06T14:38Z [----] followers, [----] engagements

"7/n $BGNE will therefore almost certainly pull the Asia option for DKN-01 and for the RoW $LPTX should also have lucrative out-licensing opportunities"
X Link 2023-02-17T20:26Z [----] followers, [----] engagements

"$ATNM Doubling of OS (6.4 mo vs [---] mo) with significantly better quality of life (fewer side effects) plus a double-digit percentage of long-term survivors . at first glance this looks very good. Crossover patients also benefit significantly from treatment with Iomab-B. First results of the #SIERRA trial are out. $ATNM #iomabb #AML #Tandem23 https://t.co/SdHtn8LfpE First results of the #SIERRA trial are out. $ATNM #iomabb #AML #Tandem23 https://t.co/SdHtn8LfpE"
X Link 2023-02-18T10:35Z [----] followers, 22.2K engagements

"That Caroline Yarbrough moved from $NVS to $ATNM as Chief Commercial Officer at the end of [----] already suggested compelling trial data"
X Link 2023-02-18T10:46Z [----] followers, [----] engagements

"More details from $ATNM PR: Iomab-B doubled 1-year survival(26.1% vs 13.1%) at the same time [--] x lower rates of sepsis (6.1% vs 28.6%) and lower rates of febrile neutropenia mucositis and acute aGVHD. https://ir.actiniumpharma.com/press-releases/detail/437 https://ir.actiniumpharma.com/press-releases/detail/437"
X Link 2023-02-18T21:46Z [----] followers, [----] engagements

"I talked to a leading German hematologist last year about the prospects of the SIERRA trial. He did not expect such a convincing result. For certain patient groups completely new perspectives open up. Congratulations to $ATNM"
X Link 2023-02-18T21:53Z [----] followers, [----] engagements

"An interesting question is how to value $ATNM now. I am sitting over my Excel spreadsheets pondering. $ATNM presented the following slide yesterday which includes some past transactions of radiotherapeutics"
X Link 2023-02-19T19:10Z [----] followers, [----] engagements

"Interesting $ATNM share price performance (-8%) the logic of which I don't quite understand. W.Blair downgrades the share from outperform to market perfom etc. Has anyone read details of this Frankly I find the share price reaction to the SIERRA trial results pretty crazy"
X Link 2023-02-21T14:55Z [----] followers, [----] engagements

"@JacobPlieth 1/2 As a result of the collaboration with Immedia (Apr 2022) and the NCI (Feb 2023) $ATNM actually don't need to dilute further. Current company strategy makes sense the study results are convincing + they have recently filled several leadership positions with qualified people"
X Link 2023-02-21T20:12Z [----] followers, [----] engagements

"1/2 For biotech investors the ratio between research effort and financial return has increasingly deteriorated in recent years. For the target HER2 alone I have stored the characteristics of [---] therapeutic molecules in my database"
X Link 2023-03-22T21:39Z [----] followers, 18.8K engagements

"$IMGN I don't share the disquiet about insider selling. As of June [--] there were [--] million outstanding stock options and [--] million RSUs. It was obvious that a certain part would be exercised in view of the positive Corporate Development. Anything else would be incomprehensible"
X Link 2023-08-07T14:47Z [----] followers, [----] engagements

"In the press release $ATNM should have also mentioned that bridging to HCT was successful in 64% of eligible patients. Without this information the PR can hardly be interpreted. Hopefully the corresponding poster will be published on the homepage. https://ir.actiniumpharma.com/press-releases/detail/458 https://ir.actiniumpharma.com/press-releases/detail/458"
X Link 2023-09-07T13:15Z [----] followers, [----] engagements

"After yesterday's PR on the semaglutide $NVO kidney outcomes trial $MDGL plunged by 7% because the market seems to be projecting the trial results onto NASH. This is a bit premature in phase [--] semaglutide did not lead to a signif improvement of the fibrosis stage vs placebo"
X Link 2023-10-12T11:56Z [----] followers, [----] engagements

"In view of the never-ending insider sales one can get the impression that the $IMGN Mgtm assumes that Elahere sales will only last a few years. Indeed strong competition is to be expected (see e.g. PRO1186 R-DXd MORAb-202)"
X Link 2023-11-16T10:47Z [----] followers, [----] engagements

"2024 could be a year of biotech acquisitions. $AZN buys $GRCL (- GC012F = BCMA x CD19 CAR-T). $2.00 per ordinary share + $0.30 CVR"
X Link 2023-12-26T07:30Z [----] followers, [----] engagements

"What are your takeover favorites in the biotech sector (if possible with a brief explanation)"
X Link 2023-12-26T07:53Z [----] followers, [----] engagements

"$BMY acquire $RYZB for $62.50 per share in cash (total EV of $4.1 billion). A highly undervalued takeover candidate is undoubtedly $ATNM. https://news.bms.com/news/details/2023/Bristol-Myers-Squibb-Adds-Premier-Radiopharmaceutical-Platform-with-Acquisition-of-RayzeBio/default.aspx https://news.bms.com/news/details/2023/Bristol-Myers-Squibb-Adds-Premier-Radiopharmaceutical-Platform-with-Acquisition-of-RayzeBio/default.aspx"
X Link 2023-12-26T13:59Z [----] followers, [----] engagements

"The countdown is on for $AFMD. In H1 [----] the share price will explode or the company has a serious problem . depending on whether Artiva's NKs work as well as MD Anderson's NKs or not. https://www.affimed.com/affimed-announces-leadership-change-and-organizational-restructuring/ https://www.affimed.com/affimed-announces-leadership-change-and-organizational-restructuring/"
X Link 2024-01-08T14:46Z [----] followers, [----] engagements

"When I read this in today's PR I had to smile. $ATNM"
X Link 2024-02-23T13:40Z [----] followers, [----] engagements

"Good news from $ATNM Active relapsed or refractory AML patients 65+ years receiving an Iomab-B led BMT achieved significant improvement in survival at one and two years compared to control arm patients none of whom survived even one year. https://ir.actiniumpharma.com/press-releases/detail/470 https://ir.actiniumpharma.com/press-releases/detail/470"
X Link 2024-02-26T13:01Z [----] followers, [----] engagements

"Enterprise Value $ATNM approx $140m (share price $8.15) This is not a reasonable price not only in view of the recent takeovers (POINT Biopharma to $LLY for $1.4bn and RayzeBio to $BMY for $4.1bn)"
X Link 2024-02-26T16:44Z [----] followers, [----] engagements

"Some biotechs that could potentially make investors a lot of money in 2024: $ATNM (good risk-reward ratio) $ALXO (intelligently designed anti-CD47 but CD47 pathophysiologically only incompletely investigated therefore also high risk) $AFMD (if Artiva's NK are"
X Link 2024-02-27T17:29Z [----] followers, [----] engagements

"$AFMD Two pictures from the European patent database on the manufacturing process and the effect of AFM13 + NK + IL-2. In H1 [----] the first data from the LuminICE-203 trial will be published which will will be of decisive importance for $AFMD"
X Link 2024-03-01T20:50Z [----] followers, [----] engagements

"As can be seen the sole application of NK + IL-2 (contrary to the assumption of many capital market participants) does not lead to convincing results. AFM13 $AFMD is essential for the therapeutic effect. The combo AFM13+ NK + IL-2 shows an optimal effect"
X Link 2024-03-01T21:06Z [----] followers, [----] engagements

"$ZYME CEO Galbraigth has received a total salary of $10.5 million for [----] and [----]. This is definitely too much for a small biotech company and bears no reasonable relation to the salaries that top performers in R+D receive"
X Link 2024-03-07T00:01Z [----] followers, [----] engagements

"$ALXO is another small biotech company that is being milked financially by management. E.g. CSO (Ex-CEO) Pons earned $10.1m and $3.7m in [----] and [----] respectively. The salary for [----] is not even published in the 10-K but will only be available in the DEF14A. /1"
X Link 2024-03-10T19:53Z [----] followers, [----] engagements

"$AZN to acquire $FUSN (radioconjugates) $21.00/share in cash (= 97% premium) + contingent value right $3.00/share Upfront $2bn Upfront + CVR $2.4bn I am curious to see when there will be a takeover bid for $ATNM. EV $ATNM approx. $100m https://www.astrazeneca.com/media-centre/press-releases/2024/astrazeneca-to-acquire-fusion.html https://www.astrazeneca.com/media-centre/press-releases/2024/astrazeneca-to-acquire-fusion.html"
X Link 2024-03-19T07:18Z [----] followers, [----] engagements

"$ATNM developed Iomab-ACT with the goal of replacing the chemotherapy conditioning regimens currently used prior to cell and gene therapies. Start of clinical trial to study Iomab-ACT with a commercial CAR-T https://ir.actiniumpharma.com/press-releases/detail/472 https://ir.actiniumpharma.com/press-releases/detail/472"
X Link 2024-03-26T11:27Z [----] followers, [----] engagements

"Some information from $ATNM's form 10-K We believe we may be able to receive regulatory approval for Iomab-B in [----] We have also worked with the FDA to develop a regulatory pathway for lintuzumab-Ac-225 in patients with high-risk MD /1"
X Link 2024-03-31T09:30Z [----] followers, [----] engagements

"I kept thinking today why CX-904 $CTMX showed a therapeutic effect in all six patients with pancreatic CA but was more or less ineffective in all other tumor types. IMO there could be a very simple and good explanation for this: /1 @JacobPlieth"
X Link 2024-05-09T19:30Z [----] followers, 43.1K engagements

"thus to a correspondingly effective cleavage of the peptide mask of the probody. It is therefore actually possible that the Probody technology which I otherwise consider to be immature as is generally known works specifically in pancreatic CA. /3"
X Link 2024-05-09T19:33Z [----] followers, [----] engagements

"The expansion cohort should already clarify whether the results presented yesterday were a coincidence or whether my theory is correct. $CTMX should in any case determine the protease concentrations and distribution in the tumor biopsies in the future. /4"
X Link 2024-05-09T19:42Z [----] followers, [----] engagements

"Excellent results of evorpacept/ALX148 $ALXO (anti-CD47) + padcev (anti-nectin-4 ADC) in loc advanced or metastatic UC (prior platinum-bas chemo and PD1-/L1-inhibitor) ORR [--] % For comparison: In the NCT03474107 study padcev achieved an ORR of 40.6% as monotherapy. #ASCO24"
X Link 2024-05-23T21:22Z [----] followers, [----] engagements

"Very good results from $BNTX's BNT326 (anti-HER3-ADC) in pre-treated locally advanced or metastatic NSCLC and HR-pos HER2-neg BC (Phase [--] trial). BC: ORR 55% DCR 100% all tumor types: ORR 41% DCR 95% in DL3 to DL5 dose range #ASCO24"
X Link 2024-05-23T22:23Z [----] followers, [----] engagements

"$ZYME $JAZZ Updated results of the HERIZON-BTC-01 trial #ASCO24 (zanidatamab mono in 2L HER+ BTC): mDoR [----] mo mOS [----] mo For comparison T-Dxd in HERB trial #ASCO22: mDoR [---] mo mOS [---] mo zanidatamab also has a significantly better safety profile"
X Link 2024-05-24T01:09Z [----] followers, [----] engagements

"$AFMD +90% after the #ASCO24 presentation. EV now around $80m. The most important data from my point of view (AFM13 + NK in R/R HL; LuminICE-203 study) should be published in the next few weeks. Exciting times for $AFMD. $AFMD +50% on AFM24 + Tecentriq in EGFR w/t NSCLC: [--] ongoing CR [--] ongoing PRs [--] relapsed PR #ASCO24 https://t.co/9RN4ZQCEnt $AFMD +50% on AFM24 + Tecentriq in EGFR w/t NSCLC: [--] ongoing CR [--] ongoing PRs [--] relapsed PR #ASCO24 https://t.co/9RN4ZQCEnt"
X Link 2024-06-03T16:48Z [----] followers, [----] engagements

"$ATNM Actimab-A + CLAG-M in r/r AML Phase 1b 91% of pts hat intermediate (13%) or adverse cytogenetics (78%) 50% of pts had a TP53 mutation Median of [--] L of prior therapy (range: 1-5) incl 57% bone marrow transplant + 57% venetoclax Excellent results"
X Link 2024-06-11T12:47Z [----] followers, [----] engagements

"$MOLN pre-market +20% due to preclinical data of MP0712 (DLL3-Targeting Radio-DARPin). I continue to dislike the accumulation of Radio-DARPin's in kidney tissue. This could cause problems in clinical application. https://investors.molecularpartners.com/news-releases/news-release-details/molecular-partners-and-orano-med-share-positive-preclinical-data https://investors.molecularpartners.com/news-releases/news-release-details/molecular-partners-and-orano-med-share-positive-preclinical-data"
X Link 2024-06-11T13:06Z [----] followers, [---] engagements

"Excellent interim results of $AFMD's LuminICE-203 study. Patients in the lowest dose groups (2x109 NK 200-300 mg acimtamig) pretreated with median 4L incl chemo CPI and adcetris 71% also failed after ASCT: 85.7% ORR 57% CR good tolerability. https://www.affimed.com/affimed-reports-first-quarter-2024-financial-results-business-update/ https://www.affimed.com/affimed-reports-first-quarter-2024-financial-results-business-update/"
X Link 2024-06-12T12:23Z [----] followers, [----] engagements

"Servier is ending its collaboration with $PIRS. The development of PRS-344/S095012 (4-1BB/PD-L1 bispecific protein) is discontinued for safety reasons. $PIRS is now just a worthless shell with no content. Unfortunately not every company foundation leads to success"
X Link 2024-07-03T20:55Z [----] followers, [----] engagements

"The risks in the biosimilar market should not be underestimated. I expect margin pressure and in the longer term the market will develop in the same way as conventional generics which is why I am not investing there. $FYB $SDZ #Sandoz See also here https://www.formycon.com/en/blog/press-release/formycon-announces-decision-on-phase-iii-trial-with-fyb206-and-provides-update-on-potential-need-to-adjust-the-valuation-of-fyb202-and-fyb201/"
X Link 2025-02-17T08:33Z [----] followers, [----] engagements

"It was sensible not to invest in $ELEV https://investors.elevationoncology.com/2025-03-20-Elevation-Oncology-to-Discontinue-Development-of-EO-3021-Advancing-EO-1022-While-Evaluating-Strategic-Options @drug_smolecules Based on the data we know so far I honestly can't understand why $ELEV is your long favorite. The competition in the CLDN18.2 market is huge the data of CMG901 is a high hurdle and $ELEV will have to pay significant amounts (milestones royalties) to CSPC in the positive case."
X Link 2025-03-20T22:05Z [----] followers, [----] engagements

"@jfais20 $AFMD It is astonishing that no new funding has been found. The therapeutic approach was actually not bad. The search for investors was obviously not particularly professional otherwise I would have heard about it"
X Link 2025-05-13T13:41Z [----] followers, [----] engagements

"MP0533 $MOLN in AML When you read something like this the alarm goes off "the amended protocol . includes the introduction of anti-CD20 premedication to mitigate loss of exposure with the objective to further increase the depth and duration of responses in patients" /1"
X Link 2025-06-11T20:41Z [----] followers, [----] engagements

"Here is the complete press release. I am not convinced by the results so far. /2 $MOLN https://investors.molecularpartners.com/news-releases/news-release-details/molecular-partners-presents-positive-data-ongoing-phase-12a https://investors.molecularpartners.com/news-releases/news-release-details/molecular-partners-presents-positive-data-ongoing-phase-12a"
X Link 2025-06-11T20:42Z [----] followers, [---] engagements

"I am currently looking at Peptidream $PPTDF a Japanese biotech company that develops therapeutic and diagnostic peptides. Interesting pipeline (overview attached) cooperations with many international pharmaceutical companies and - very unusually - profitable for years. /1"
X Link 2025-07-07T18:49Z [----] followers, [----] engagements

"2025e: P/E = [--] EV/EBIT = [--] Extensive cooperation with $NOV which could take over $PPTDF in the longer term. I'm still looking for a reason for the low valuation but haven't been able to find it yet. Interesting. /2"
X Link 2025-07-07T18:51Z [----] followers, [---] engagements

"Peptidream $PPTDF earns the money for its own drug research with these marketed diagnostic radiopharmaceuticals. In addition there are payments from multiple international pharmaceutical companies for which Peptidream develops therapeutic peptides. /3"
X Link 2025-07-07T18:59Z [----] followers, [----] engagements

"Peptidream $PPTDF shares are traded on the Tokyo Stock Exchange. Has anyone taken a closer look at the company Comments are always welcome. I will take a closer look at the patents over the next few days. /4"
X Link 2025-07-07T19:07Z [----] followers, [---] engagements

"antagonist and oral IL-17 inhibitor). Acquisition by $JNJ is highly likely. $ZYME Upcoming readout of the HERIZON-GEA-01 Phase [--] study (zanidatamab in 1L Her2+ GEA). Clinical validation of $ZYME's new ADC technology recently successful ( ZW191). /2"
X Link 2025-10-31T22:00Z [----] followers, [---] engagements

"Peptidream (Tokyo Stock Exchange) Often overlooked (and consequently undervalued) leading company in peptide therapy with many valuable collaborations with international pharmaceutical companies. /3"
X Link 2025-10-31T22:01Z [----] followers, [---] engagements

"$MOLN MP053 im AML does not excite me #ASH2025 "PK suggested that MP0533 exposure is impacted by target-mediated drug disposition and anti-drug antibodies" "DR [--] comprises further dose-densification plus anti-CD20 pretreatment" [--] DLTs DR8: responses [--] of [--] DR9: CR [--] of 4"
X Link 2025-11-03T14:41Z [----] followers, [---] engagements

"As is well known icotrokinra was developed by $PGTX. The announcement of a takeover of $PTGX by $JNJ is realistic at any time. Original Article: Oral Icotrokinra for Plaque Psoriasis in Adults and Adolescents (ICONIC-LEAD phase [--] trial) https://t.co/LkX1uyOEtI Original Article in @NEJMEvidence: Targeted Oral Peptide Icotrokinra for Psoriasis Involving High-Impact Sites https://t.co/2i8NUVKTij https://t.co/AtwVxp61lo Original Article: Oral Icotrokinra for Plaque Psoriasis in Adults and Adolescents (ICONIC-LEAD phase [--] trial) https://t.co/LkX1uyOEtI Original Article in @NEJMEvidence: Targeted"
X Link 2025-11-10T07:45Z [----] followers, [----] engagements

"Tomorrow Peptidream $PPTDF will publish its Q3 figures. I expect more news that could influence the share price before the end of the year. Perhaps there will also be news about interesting developments such as the oral anti-IL-17 and the oral myostatin inhibitor"
X Link 2025-11-10T07:55Z [----] followers, [----] engagements

"I suspect that Peptidream $PPTDF will partner its oral macrocyclic peptide inhibitor of myostatin with $LLY or $NVO. Thematically that would be the most plausible scenario"
X Link 2025-11-12T22:56Z [----] followers, [---] engagements

"My favorite Japanese Biotech PeptiDream Submits IND Applications for Phase [--] Clinical Trials of 225Ac-PD-32766 and 64Cu-PD-32766 in Patients with Kidney Cancer. PD-32766 = a macrocyclic peptide + Actinium [---] (Target = Carbonic Anhydrase IX) https://contents.xj-storage.jp/xcontents/45870/89bf69ad/d1d7/41ee/9a25/8cb732cbfc1b/20251125152540721s.pdf https://contents.xj-storage.jp/xcontents/45870/89bf69ad/d1d7/41ee/9a25/8cb732cbfc1b/20251125152540721s.pdf"
X Link 2025-11-25T07:53Z [----] followers, [----] engagements

"@pharmafather123 Peptidream may partner its oral myostatin inhibitor in the context of #JPM26. (In the longer term it is highly likely that there will also be a takeover bid for peptidream $PPTDF itself.)"
X Link 2026-01-11T21:17Z [----] followers, [---] engagements

"Unfortunately I can do very little with that at first. I hope there will be more detailed information during the CC. $ALXO https://ir.alxoncology.com/news-releases/news-release-details/alx-oncology-reports-topline-data-aspen-06-phase-2-trial https://ir.alxoncology.com/news-releases/news-release-details/alx-oncology-reports-topline-data-aspen-06-phase-2-trial"
X Link 2024-07-31T20:22Z [----] followers, [----] engagements

"As predicted $ALXO's Evorpacep fails in ASPEN-03 and ASPEN-04 trials. That's what happens if CMO and CSO do not know the scientific literature e.g. Cancer Immunology Immunotherapy (2018) 67:1079-1090. https://ir.alxoncology.com/news-releases/news-release-details/alx-oncology-reports-aspen-03-and-aspen-04-phase-2-trials 1/2 My expectations for ASPEN-03 and ASPEN-04 are low. IMO the combo of a CD47 inhibitor (ALX148 $ALXO) with pembrolizumab is not very promising since to some extent a counterproductive phagocytosis of PD-1+ T cells is to be expected. https://t.co/tYMClojz9U"
X Link 2025-04-25T14:33Z [----] followers, [----] engagements

"$MOLN Molecular Partners reports very weak results with MP0533 in r/r AML (Ph 1). Safety: many TEAEs Gr [--] [--] x Gr [--] In the high dose range premedication with obinutuzumab to mitigate ADAs 🙄 In [--] pts (53%) ADA serum MP0533 exposure levels + T cell activation /1"
X Link 2025-12-07T21:02Z [----] followers, [---] engagements

"Effectiveness: [--] of [--] evaluable pts achieved a response [--] x CR/CRh (1 each in DR [--] and [--] and [--] in DR 8) [--] x MLFS (1 each in DR [--] [--] 6) Conclusion: $MOLN Molecular Partners should halt the study and refrain from investing further funds in MP0533. /2"
X Link 2025-12-07T21:03Z [----] followers, [---] engagements

"$IFRX is trying everything it can to revive a dead project. That doesn't make any sense. https://www.inflarx.de/Home/Investors/Press-Releases/Press-Release2025-12-InflaRx-Provides-Update-on-Phase-3-Data-Analyses-for-Vilobelimab-in-Pyoderma-Gangrenosum-.html https://www.inflarx.de/Home/Investors/Press-Releases/Press-Release2025-12-InflaRx-Provides-Update-on-Phase-3-Data-Analyses-for-Vilobelimab-in-Pyoderma-Gangrenosum-.html"
X Link 2025-12-30T12:46Z [----] followers, [----] engagements

"As expected obelixumab $ZBIO $XNCR shows less efficacy than inebilizumab-CDON $AMGN in IgG4 RD but it is probably better tolerated + has the advantage that therapy can be interrupted more easily for the treatment of comorbidities (obelixumab does not cause B-cell depletion) /1"
X Link 2026-01-05T23:57Z [----] followers, [----] engagements

"There is not much to write about $PTGX as the company is much better known among investors. /3"
X Link 2026-01-06T00:34Z [----] followers, [---] engagements

"We should start selling US government bonds. #Trump #Greenland"
X Link 2026-01-20T07:30Z [----] followers, [---] engagements

"I'm not sure how reliable la Lettre is"
X Link 2026-01-20T11:22Z [----] followers, [---] engagements

"I'm listening to President Trump's speech in Davos right now. The man urgently needs medical help from an experienced psychiatrist. #Trump"
X Link 2026-01-21T13:46Z [----] followers, [----] engagements

"$ONWD Good news from one of my two significantly undervalued medical technology favorites (the other favorite is Germany's Drgerwerke $DRW8D). Today we announced that two additional individuals living with spinal cord injuries have received our investigational ARC-BCI Therapydeveloped to restore thought-driven movement in people living with spinal cord injuries and other movement disabilities. https://t.co/jStWVYnKjY Today we announced that two additional individuals living with spinal cord injuries have received our investigational ARC-BCI Therapydeveloped to restore thought-driven movement"
X Link 2026-01-22T14:32Z [----] followers, [---] engagements

"Correction: Drgerwerke or Draegerwerke = http://DRW8.DE http://DRW8.DE"
X Link 2026-01-22T14:40Z [----] followers, [---] engagements

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