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@PCM_bio Avatar @PCM_bio Patients Capital Management LLC

Patients Capital Management LLC posts on X about $mrk, $azn, $amgn, $bmy the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% currencies #1979 cryptocurrencies XXXX%

Social topic influence $mrk #6, $azn #28, $amgn #6, $bmy 1.06%, $ptgx #31, $abvx #15, $jnj #116, $nams #2, $xbi #23, $axsm XXXX%

Top accounts mentioned or mentioned by @biohazard3737 @meadowcapital @adamfeuerstein @persimmonti @amaymd @pemulisking @capitalvennett @merck @bioinvestor24 @thebiotechbear @sanctuarybio @scorpionfund @wallstsai @aaronrosenblum5 @biotech2k1 @tuduni90782 @biotrolly @plainyogurt21 @sanctuary_bio @jq1234t

Top assets mentioned Merck & Co., Inc. (MRK) AstraZeneca PLC (AZN) Amgen, Inc. (AMGN) Bristol-Myers Squibb Co (BMY) Protagonist Therapeutics, Inc (PTGX) Johnson & Johnson (JNJ) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) Bitcoin Incognito (XBI) Axsome Therapeutics, Inc (AXSM) Catalent Inc (CTLT) Scholar Rock Holding Corporation Common Stock (SRRK) GSK plc (GSK) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Akropolis (AKRO) Sanofi (SNY) Biogen Inc (BIIB) Eli Lilly and Company (LLY) Mineralys Therapeutics, Inc. Common Stock (MLYS) Exact Sciences Corp (EXAS) ADMA Biologics, Inc. (ADMA) Twist Bioscience Corporation Common Stock (TWST) Moderna Inc (MRNA) Cere Network (CERE) Karuna Therapeutics, Inc. Common Stock (KRTX) Synthetify (SNY) Pfizer, Inc. (PFE) Insmed, Inc. (INSM)

Top Social Posts #

Top posts by engagements in the last XX hours

"Should $bmy hit on Adept-2 in ADP with KarXT $axsm will could be a very obvious fit (& to extent they could/would market two products in AD agitation)"
X Link @PCM_bio 2025-09-10T04:02Z 2498 followers, 2961 engagements

"Brutal. $ctlt facility strikes again. What's taking so long to resolve issues"
X Link @PCM_bio 2025-09-23T11:06Z 2494 followers, 1604 engagements

"I agree. But because they both at their core LDL-C lowering if you are $MRK or $azn its very unlikely youll be trying to launch obicetrapib at exact same time of PCSK9 launch. Or as $AMGN launching repatha you may cannibalize your own sales except in the very high lp(a) population. I just cant see the strategic case unless your PCSK9 launch has peaked out which is not the case for Repatha"
X Link @PCM_bio 2025-10-14T22:36Z 2498 followers, XXX engagements

"PCM X% in $ptgx . very bullish for $abvx M&A case given encumbrance by $jnj Tick tock"
X Link @PCM_bio 2025-10-10T15:37Z 2496 followers, 7520 engagements

"@PersimmonTI $mrk $azn about to go-to-market with competitive LDL-C lowering programs and then $AMGN with Repatha. Think these X are the X least-likely acquirers"
X Link @PCM_bio 2025-10-13T14:47Z 2498 followers, XXX engagements

"@PersimmonTI Still have not heard justification for $azn $mrk and $AMGN as potential acquirers. Waiting patiently $nams"
X Link @PCM_bio 2025-10-14T11:24Z 2498 followers, XXX engagements

"@AaronRosenblum5 Well see. not $gsk style to chase a $mdgl or $akro $rhhby doesnt have an obesity drug on market until similar timeframe as pegozafermin $etnb . there are few coincidences Highly unlikely BD in the space is finished"
X Link @PCM_bio 2025-10-01T21:41Z 2493 followers, XXX engagements

"Chris V is trying to recreate Sanofi Genzyme. Aggregation of rare disease assets isnt really attractive to most buyers who want to be in bigger categories. Alzheimers is attractive marker ofc but success of Leqembi really fill come from prophylactic use not post-symptom onset Certainly ripe for a hostile bid but does anyone really want that pipeline $biib"
X Link @PCM_bio 2025-10-08T10:13Z 2494 followers, XX engagements

"$lly were in the middle of drug price negotiations. They might not notice"
X Link @PCM_bio 2025-10-07T20:23Z 2494 followers, 1627 engagements

"Taking a brief pit stop at the international space station today $pali"
X Link @PCM_bio 2025-10-07T20:29Z 2499 followers, 3432 engagements

"Who would be the winning horse for $mlys $bmy - need more cardio as they stare down Eliquis. Another CV oral option with Camzyos + potentially milvexian $mrk - natural fit but PCSK9 is peptide vs small molecule. Not sure if gating item or not (AZN LDL-C + Hypertension both small mol as example). Is revenue opp big enough for them to prioritize right here right now vs something bigger (i.e. $insm ) $lly - studying orfo in hypertension / OSA . natural go-to-market with two oral small mol $nvs - do they believe in QCZ484 Obviously need more Cardio $pfe - still have some capacity post $mtsr to"
X Link @PCM_bio 2025-10-14T14:35Z 2498 followers, 3395 engagements

"Can someone explain to me why $exas $adma and $twst need to be in $xbi Its almost like its designed to be shorted"
X Link @PCM_bio 2025-08-07T13:48Z 2497 followers, 2464 engagements

"I dont think Sports was arguing for a $MRK or $azn takeout based on the commentary. obi is a jack of all trades and less so a master of one. Needs to be a discrete launch as it will require intensive detailing + access . just cant see a payer willfully paying for obi + pcks9 when it is challenging as is to get pcsk9 $nams"
X Link @PCM_bio 2025-10-14T23:15Z 2498 followers, XXX engagements

"@Biohazard3737 Suppose that would depend on timing (to extent we have a $cere $krtx type cadence of deals) but fair enough"
X Link @PCM_bio 2025-09-23T18:11Z 2497 followers, XXX engagements

"@bio_clouseau Feels like $sny . they announced amlitelimab data the next day"
X Link @PCM_bio 2025-10-06T12:29Z 2496 followers, XXX engagements

"$abvx $ptgx #PCManiacs"
X Link @PCM_bio 2025-10-10T15:54Z 2498 followers, 7776 engagements

"@Banana_Oncology @DickMedChem Agreed. Keytruda LOE has nothing to do with ivo. Bigger concern is their broad PD1/VEGF program which is now impaired $mrk. Same with $pfe 3SBio"
X Link @PCM_bio 2025-09-07T22:00Z 2498 followers, XXX engagements

"Reminder: $mrk effectively still has zero presence in obesity and MASH. Unlikely GLP-1 / glucagon is competitive. Tick tock on the M&A clock $xbi $ibb"
X Link @PCM_bio 2025-10-09T18:56Z 2497 followers, 4198 engagements