@PCM_bio Avatar @PCM_bio Patients Capital Management LLC

Patients Capital Management LLC posts on X about $xbi, $ibb, $mrk, $mrkde 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 57.8% finance 16.51% cryptocurrencies 2.75% currencies 1.83% countries 0.92% travel destinations 0.92% social networks 0.92% technology brands 0.92% financial services 0.92%

Social topic influence $xbi #44, $ibb #14, $mrk #99, $mrkde 12.84%, $swtx 11.93%, $abvx 11.01%, $vktx #65, $gpcr #6, $nvo #276, $lly 6.42%

Top accounts mentioned or mentioned by @seedy19tron @tradnorm @eggcapitalws @treyhendrickzyn @grok @lifescivc @dtklp1 @sanctuarybio @maximusholla @persimmonti @biohazard3737 @svixenjoyoor @paulall95402077 @macrovet888 @bigchodu @biotechport @usfda @msollender @warrrensmith @daphnezohar

Top assets mentioned Merck & Co., Inc. (MRK) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Abivax SA (ABVX) Viking Therapeutics, Inc (VKTX) Structure Therapeutics Inc. (GPCR) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Bristol-Myers Squibb Co (BMY) Revolution Medicines, Inc. (RVMD) Pfizer, Inc. (PFE) Insmed, Inc. (INSM) Axsome Therapeutics, Inc (AXSM) Metsera, Inc. (MTSR) Amgen, Inc. (AMGN) Synthetify (SNY) AbbVie Inc (ABBV) Regeneron Pharmaceuticals Inc (REGN) Johnson & Johnson (JNJ) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Cidara Therapeutics, Inc. (CDTX) Mineralys Therapeutics, Inc. (MLYS) Fractyl Health, Inc. (GUTS) GSK plc (GSK) Vertex Protocol (VRTX) ICICI Bank Limited (IBN) Nuvation Bio Inc. (NUVB) Celcuity Inc. Common Stock (CELC) Cogent Biosciences, Inc. Common Stock (COGT) Scholar Rock Holding Corporation Common Stock (SRRK) Keros Therapeutics, Inc. (KROS) Soleno Therapeutics, Inc. Common Stock (SLNO) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) AstraZeneca PLC (AZN) Novartis AG (NVS) Gilead Sciences, Inc. (GILD) Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) Viridian Therapeutics, Inc. Common Stock (VRDN) Vera Therapeutics, Inc. (VERA) Erasca, Inc. (ERAS) Seagen Inc (SGEN) Hims & Hers Health, Inc. (HIMS) Day One Biopharmaceuticals, Inc. (DAWN)

Top Social Posts

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

"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 2025-10-14T14:35Z [----] followers, 15.1K engagements

"$axsm but what about Auvelity ADA sNDA acceptance https://www.globenewswire.com/news-release/2025/12/31/3211733/33090/en/Axsome-Therapeutics-Announces-FDA-Pre-NDA-Meeting-Minutes-for-AXS-12-in-Narcolepsy-Supporting-NDA-Submission.html Scarcity value of $axsm rises $bhvn https://t.co/ui8tq5YBOV https://www.globenewswire.com/news-release/2025/12/31/3211733/33090/en/Axsome-Therapeutics-Announces-FDA-Pre-NDA-Meeting-Minutes-for-AXS-12-in-Narcolepsy-Supporting-NDA-Submission.html Scarcity value of $axsm rises $bhvn https://t.co/ui8tq5YBOV"
X Link 2025-12-31T12:00Z [----] followers, [----] engagements

"K.I.S.S. - Keep It Simple Stupid #PCManiacs Increasingly clear that only one slide mattered in $mtsr deck . could say the same with these [--] in $abvx deck. Do your own mental gymnastics with haircuts on mkt size penetration rates compliance adjustments net pricing. get to very big $$ no matter how you cut it. Need to be patient waiting for your #abivaccination This is very compelling slide from $mtsr deck. $vktx $amgn $nvo $vktx $lly $rhhby . believe orfo is in same ballpark as MET-224 on API/yr (1300mg / yr). key takeaway: $mtsr might be primed for a cult following like the #PCManiacs and /"
X Link 2026-01-08T12:42Z [----] followers, [----] engagements

"Breaking: Axios strikes collab with Betaville and La Lettre $xbi $ibb $gpcr $guts not so compelling Scarcity value of other maintenance options rises $gpcr $vktx https://t.co/o1riZ2YG7Z $guts not so compelling Scarcity value of other maintenance options rises $gpcr $vktx https://t.co/o1riZ2YG7Z"
X Link 2026-01-30T15:51Z [----] followers, [----] engagements

"$nvo tick tock on the M&A clock $xbi $ibb https://finance.yahoo.com/news/novo-nordisk-releases-2026-sales-163700408.html https://finance.yahoo.com/news/novo-nordisk-releases-2026-sales-163700408.html"
X Link 2026-02-03T17:03Z [----] followers, 16.5K engagements

"$guts not so compelling Scarcity value of other maintenance options rises $gpcr $vktx https://ir.fractyl.com/news-releases/news-release-details/fractyl-health-announces-compelling-6-month-randomized-remain-1 https://ir.fractyl.com/news-releases/news-release-details/fractyl-health-announces-compelling-6-month-randomized-remain-1"
X Link 2026-01-29T12:23Z [----] followers, [----] engagements

"$pfe $mtsr data are fine. Doubling dose in Ph3 will likely create AE/ DC issues. Who wants to feel worse for longer We do what it takes to be skinny I suppose With that said scarcity value of $gpcr and $vktx rises. Need a commercial seat at table before supply can truly meet demand. Build your channels. Iterate from there https://twitter.com/i/web/status/2018683006563520927 https://twitter.com/i/web/status/2018683006563520927"
X Link 2026-02-03T13:48Z [----] followers, [----] engagements

"1) BP that absolutely must do something in near-term given asset impairments / re-forecasting $sny $nvo 2) BP that may think they're in-clear based on recent stock px moves (but aren't) $mrk $amgn $bmy $nvs $gsk 3) Companies that should do BD but won't $regn 4) Sitting relatively pretty but can / will transact from position of strength $lly $jnj $abbv $azn $rhhby $gild $vrtx - Other: Could see some activity from mid-cap EU pharma like $sobi $ucb etc - Finally we'll see what $tak and $teva do as they de-lever $nvo tick tock on the M&A clock $xbi $ibb https://t.co/V96cOITKkx $nvo tick tock on"
X Link 2026-02-03T21:49Z [----] followers, [----] engagements

"Some might say $AMGN doesn't need to do meaningful BD in [----] as they target pre- $HZNP cap structure by YE25. But the business throws off a ton of cash ($12bn per year) so they still have ample room to add a turn or [--] of leverage and push out that tgt cap structure by a year or two. Suffice it to say they can basically go after anything on M&A chessboard in oncology I&I cardiovascular (assuming they don't start playing in neuro / psych). The $10bn cash capacity quoted by many analysts understates the strength of balance sheet / takes mgmt's commentary too literally Let's assume MariTide is"
X Link 2024-12-29T19:41Z [----] followers, 10.3K engagements

"@LifeSciVC Assuming we dont see a major merger announced by YE [----] next years biotech M&A volumes will exceed $125bn Pinning this 📌 $xbi $ibn"
X Link 2025-12-20T15:48Z [----] followers, [----] engagements

"Luke Miels is apparently worth $40bn to $gsk"
X Link 2026-02-04T20:48Z [----] followers, [----] engagements

"Scarcity value of $vrdn rises $argx https://argenx.com/news/2025/press-release-3205093 https://argenx.com/news/2025/press-release-3205093"
X Link 2025-12-15T12:23Z [----] followers, [----] engagements

"Some uneasiness after recent run-up in $nuvb . mgmt promises an EU partnership by YE but running out of feasible days to announce. If we do see a non-BP / random European pharma gain EU rights to Ibtrozi may create an overhang despite positive economics to $nuvb . reason being that if we fast forward to [----] and they are delivering on projections per their comms a BP would rather own the whole thing / wont bother with just US. then suddenly we need to rely on Nuvation to in-license / acquire their next drug. Pipeline BD is hard; Pharma would do it better if it werent $xbi $ibb $nuvb not"
X Link 2025-12-23T16:47Z [----] followers, 35.3K engagements

"@seedy19tron $vktx $vera $celc $nuvb Darkhorse for something like $mdgl or $cogt $vrtx would be interesting. Combo would be cash flow machine"
X Link 2026-01-08T21:18Z [----] followers, [----] engagements

"Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday a.m. Should pay homage to their $celg financial engineering roots $xbi $ibb Would put the likelihood that $Bmy transacts before or during JPM / adds an asset that is accretive to growth story at 100% $xbi $ibb Would put the likelihood that $Bmy transacts before or during JPM / adds an asset that is accretive to growth story at 100% $xbi $ibb"
X Link 2026-01-08T21:56Z [----] followers, [----] engagements

"Talk to me $gpcr 🪿 7.5% in $gpcr . lets roll https://t.co/ik5qlXR8Ro 7.5% in $gpcr . lets roll https://t.co/ik5qlXR8Ro"
X Link 2026-01-13T15:21Z [----] followers, [----] engagements

"$gpcr $srrk $rvmd $cogt dispersion 👀"
X Link 2026-01-15T20:56Z [----] followers, [----] engagements

"Hopefully Greenland M&A not a headwind to normal-course SMID bio M&A $xbi $ibb @LifeSciVC Assuming we dont see a major merger announced by YE [----] next years biotech M&A volumes will exceed $125bn Pinning this 📌 $xbi $ibn @LifeSciVC Assuming we dont see a major merger announced by YE [----] next years biotech M&A volumes will exceed $125bn Pinning this 📌 $xbi $ibn"
X Link 2026-01-19T21:49Z [----] followers, [----] engagements

"@BigChodu @BiotechPort $eras doesnt do much to solve the nearer-term revenue growth issue for $mrk"
X Link 2026-01-26T11:53Z [----] followers, [---] engagements

"The difference between $sgen and $rvmd (aside from financial implications ofc) is that not a single non-pharma analyst / layperson can name the cancers that $pfe $sgen are seeking to treat. Everyone (including non-bio wonks) knows what pancreatic is. This is how $mrk becomes a story stock again Maybe the bid-ask spread was bigger than we think. Who knows. But $MRK should be willing to pay a premium to change the story on the stock from LOE -cliff / hill to pancreatic (+combos). Missed opportunity if they were haggling over an incremental billion or [--] and investors have to sit through"
X Link 2026-01-26T12:26Z [----] followers, [----] engagements

"BioX is a lot more exciting when $abvx is mooning 🌝 🚀. Hang in there everyone it will all be over soon Happy MLK Day to everyone except the bankers and lawyers working on $abvx and $rvmd Happy MLK Day to everyone except the bankers and lawyers working on $abvx and $rvmd"
X Link 2026-01-28T23:36Z [----] followers, 15.7K engagements

"$mrk found another way to solve Keytruda LOE $eikn $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN"
X Link 2026-01-29T03:57Z [----] followers, [----] engagements

"Always love a good Friday at 8:30am lecture by Len and George at $regn Agree generally with $regn take on M&A but they should really be looking at the winners basket. SMID biotech has proven they can develop on their own and theres really no proof that a BP bringing a clinical-stage asset in-house early changes outcomes. Could argue it actually Agree generally with $regn take on M&A but they should really be looking at the winners basket. SMID biotech has proven they can develop on their own and theres really no proof that a BP bringing a clinical-stage asset in-house early changes outcomes."
X Link 2026-01-30T14:41Z [----] followers, [----] engagements

"Curious why $nvo washed out guidance mid-trading-day on the day before the call unless theyve got something else to announce tomorrow $nvo tick tock on the M&A clock $xbi $ibb https://t.co/V96cOITKkx $nvo tick tock on the M&A clock $xbi $ibb https://t.co/V96cOITKkx"
X Link 2026-02-03T18:39Z [----] followers, [----] engagements

"Ditto $lly $nvo @dtklp1 Fair but $lly still has the best drug and are already diversified across onc I&I neuro (and stock is already down 10%). $nvo a one-trick / inferior pony @dtklp1 Fair but $lly still has the best drug and are already diversified across onc I&I neuro (and stock is already down 10%). $nvo a one-trick / inferior pony"
X Link 2026-02-04T12:22Z [----] followers, [----] engagements

"$hims feels illegal $nvo Curious if @US_FDA intervenes $lly $vktx $gpcr"
X Link 2026-02-05T15:46Z [----] followers, [----] engagements

"Everyone do everyone else a favor and stop tracking the jets. Its not an investment thesis (big if true I hope it is) $abvx BioX is a lot more exciting when $abvx is mooning 🌝 🚀. Hang in there everyone it will all be over soon BioX is a lot more exciting when $abvx is mooning 🌝 🚀. Hang in there everyone it will all be over soon"
X Link 2026-02-11T20:50Z [----] followers, [----] engagements

"@EggCapitalWS Would actually be funny if merger proxy highlights every single flight and if BioX was right the whole time. Would be eating my words $abvx"
X Link 2026-02-11T20:59Z [----] followers, [----] engagements

"@TradNorm Depends on your level of risk tolerance"
X Link 2026-02-11T21:35Z [----] followers, [--] engagements

"Plus a change plus c'est la mme chose $abvx"
X Link 2026-02-12T10:27Z [----] followers, [----] engagements

"PCM's YE [----] Investor Letter; key learnings and the path forward for the #PCManiacs $xbi $ibb https://open.substack.com/pub/patientscapital/p/pcm-ye-2025-investor-letterr=3002x7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/patientscapital/p/pcm-ye-2025-investor-letterr=3002x7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-26T19:45Z [----] followers, [----] engagements

"At some point (not sure when) short the pharma-that-are-running-for-no-reason long quality biotech is going to seriously pay $xbi $ibb"
X Link 2026-02-05T21:48Z [----] followers, [----] engagements

"@TradNorm Sure but need to be able to finance it. Its why [----] much more valuable in a party like $abbv s hands . very few comps for a company like $vktx. certainly not $cmrx given size of market"
X Link 2026-02-11T22:34Z [----] followers, [---] engagements

"@TreyHendrickzyn Seems we are turning it over standalone Just view it as a call option"
X Link 2026-02-14T01:38Z [----] followers, [--] engagements

"$dawn patient story during Q&A is what its all about $dawn ditto $dawn ditto"
X Link 2025-01-14T00:17Z [----] followers, 12.5K engagements

"@MSollender If youre good at something never do it for free - The Joker"
X Link 2025-01-17T20:28Z [----] followers, [----] engagements

"Now its just a matter of price $swtx Lets see what happens. $swtx biggest position for several weeks Lets see what happens. $swtx biggest position for several weeks"
X Link 2025-02-11T21:17Z [----] followers, [----] engagements

"@WarrrenSmith I was implying that perhaps leak came from buyside or not from $swtx (not necessarily from $mrk.de)"
X Link 2025-02-13T22:57Z [----] followers, [---] engagements

"$swtx if deal were to be announced today youd think it would come at or around 11:30am EST when DAX closes to extent $MRK.DE is the final party"
X Link 2025-02-20T16:24Z [----] followers, [----] engagements

"Rooting for all the ongoing MDD studies. Patients need more treatment options. The data shared by @daphnezohar also points to why the scarcity value of $axsm (and $itci) is so high at the moment Rates of MDD rising well above population growth and thats a problem. Myriad causes for this.Commercially this is an area where large pharma resources can help $xbi $ibb Major depressive disorder studies have a high failure rate w/ one issue being high placebo response. Our team analyzed [--] industry-sponsored Phase 2-4 placebo-controlled MDD trials from past [--] yrs to look at factors associated with"
X Link 2025-02-21T13:34Z [----] followers, [----] engagements

"$gpcr $300mm EV Wild"
X Link 2025-02-26T20:11Z [----] followers, [----] engagements

"@Sanctuary_Bio Pretty sure $MRK.DE was the party that leaked it"
X Link 2025-02-28T21:45Z [----] followers, [---] engagements

"@Sanctuary_Bio $mrk.de were likely trying to force $swtx s hand. no reason for $swtx to leak prior to approval. They would want the premium to be to an unaffected post-approval price If $swtx walks stock goes back to $40 range likely so was likely tactical by bidder"
X Link 2025-02-28T22:03Z [----] followers, [----] engagements

"1398 days until Keytruda LOE $MRK Hopefully the German namesake $MRK.DE reinvigorates the sector instead $xbi $ibb $MRK uh oh [----] days until Keytruda LOE. Internally $MRK team thinks all will be fine after short-term bump from share buybacks $MRK uh oh [----] days until Keytruda LOE. Internally $MRK team thinks all will be fine after short-term bump from share buybacks"
X Link 2025-03-04T13:44Z [----] followers, [----] engagements

"$mrk.de CEO doing everything she can to take the air out of $swtx stock wrt price discipline on BD. Hodor the line @Maximus_Holla"
X Link 2025-03-06T14:17Z [----] followers, [----] engagements

"Listening to the commentary / tone from the $mrk.de CEO again my take is: they wanted to message price discipline wrt to BD in therapeutics bc they may lose the $swtx process. To extent that happens/as caveat she noted that life science BD is their higher priority. $swtx more than digestible given their $15bn of capacity so the bid-ask spread should be something they can bridge if they were leader in clubhouse. We shall see purely speculative interpretation $mrk.de CEO doing everything she can to take the air out of $swtx stock wrt price discipline on BD. Hodor the line @Maximus_Holla $mrk.de"
X Link 2025-03-06T17:53Z [----] followers, [----] engagements

"@jq1234t Sure it is. $mrk.de not capacity constrained in the sense that an incremental $500mm would re-rate their debt especially given 2026+ financial profile of $swtx But yes point was process likely competitive vs negotiations fallen apart"
X Link 2025-03-06T18:19Z [----] followers, [---] engagements

"If German Merck $mrk.de kicks off deal season with $swtx would suggest BioX litigate a bilateral agreement to exchange tickers with American $MRK . PCM will draft the petition Listening to the commentary / tone from the $mrk.de CEO again my take is: they wanted to message price discipline wrt to BD in therapeutics bc they may lose the $swtx process. To extent that happens/as caveat she noted that life science BD is their higher priority. $swtx Listening to the commentary / tone from the $mrk.de CEO again my take is: they wanted to message price discipline wrt to BD in therapeutics bc they may"
X Link 2025-03-07T00:03Z [----] followers, [----] engagements

"$xbi liberated from an upside day"
X Link 2025-04-02T20:57Z [----] followers, [----] engagements

"@JohnCendpts Patients still showed up to their doctors this week received their medicines and some of them got better. Itll happen next week too"
X Link 2025-04-05T04:04Z [----] followers, 10.6K engagements

"Biotech investors we are all Warren Buffett Youve got to be prepared when you buy a stock to have it go down 50% or more - and be comfortable with it. Warren Buffett https://t.co/gpAOUEdJmv Youve got to be prepared when you buy a stock to have it go down 50% or more - and be comfortable with it. Warren Buffett https://t.co/gpAOUEdJmv"
X Link 2025-04-09T03:24Z [----] followers, [----] engagements

"@PersimmonTI Yes would almost be a relief for this price Curious how leaks have come day before Gomekli approval and CHMP opinion. wouldnt make sense for $swtx to leak. $mrk.de playing hard ball"
X Link 2025-04-24T21:46Z [----] followers, [---] engagements

"@Dreesenkl @PersimmonTI Agreed would walk and publicly drag $mrk.de through mud"
X Link 2025-04-24T21:49Z [----] followers, [---] engagements

"$mrk.de wouldnt expect potential sellers to sign NDAs / engage in serious deal negotiations if filings show that you were leaking prior to material news events versus holding hands with $swtx Guess time will tell. Either way tick tock on M&A clock"
X Link 2025-04-24T21:59Z [----] followers, [----] engagements

"$swtx doesnt have financing overhang so they can ride through trough if they so choose. Doesnt mean another buyer will emerge in a few months or a few years But $mrk.de isnt a public equity investor. They are a strategic partner. if they are leaking / forcing another partys hand for a few $ per share that would be extremely short-sighted. Two way street https://twitter.com/i/web/status/1915529026510180585 https://twitter.com/i/web/status/1915529026510180585"
X Link 2025-04-24T22:11Z [----] followers, [---] engagements

"So maybe $swtx did get a good deal Sales down 20% Q over Q Thats a relief curious to see proxy / projections vs what mgmt was communicating during early launch"
X Link 2025-05-09T20:37Z [----] followers, 10.6K engagements

"$kros Sheep is certainly not the hero BioX deserves (we deserve nothing) but he is the one we need right now"
X Link 2025-05-21T12:19Z [----] followers, [----] engagements

"Scarcity value of $mtsr $vktx $gpcr rises Pfizer's embattled obesity program loses another GLP-1 over poor data and strong competition as @FierceBiotech reports https://t.co/jd0HYMnM8U Pfizer's embattled obesity program loses another GLP-1 over poor data and strong competition as @FierceBiotech reports https://t.co/jd0HYMnM8U"
X Link 2025-08-05T20:27Z [----] followers, [----] engagements

"Can someone explain to me why $exas $adma and $twst need to be in $xbi Its almost like its designed to be shorted Ditto to this $mrna Ditto to this $mrna"
X Link 2025-08-07T13:48Z [----] followers, [----] engagements

"$mirm . nice. Where you at $sobi $mirm silent assassin on commercial launches in rare liver diseases $mirm silent assassin on commercial launches in rare liver diseases"
X Link 2025-08-22T19:59Z [----] followers, [----] 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 2025-09-07T22:00Z [----] followers, [---] engagements

"Another generational buying opportunity pre-market $abvx Generational buying opportunity in $abvx right now Generational buying opportunity in $abvx right now"
X Link 2025-09-12T10:25Z [----] followers, 23.7K engagements

"Brutal. $ctlt facility strikes again. What's taking so long to resolve issues Come on $srrk show us some PR and an 8am CC pls Come on $srrk show us some PR and an 8am CC pls"
X Link 2025-09-23T11:06Z [----] followers, [----] engagements

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

"With $mrus $mltx off table in very different outcomes [--] less rumored candidates in M&A pipeline for $mrk Scarcity value of $insm $cytk $mdgl rises. Maybe $abvx Could make arguments for a few others. Dont think they get rewarded for oncology as next deal in string of pearls Scarcity value of other targets $MRK should consider rises $mltx Scarcity value of other targets $MRK should consider rises $mltx"
X Link 2025-09-29T19:51Z [----] followers, [----] engagements

"17%* in $abvx 15%* $abvx 15%* $abvx"
X Link 2025-10-05T20:10Z [----] followers, 27.7K engagements

"Ditto $Kros go sheep go 🐑 Go sheep 🐑 go $kros Go sheep 🐑 go $kros"
X Link 2025-10-15T10:41Z [----] followers, [----] engagements

"18%* in $abvx 17%* in $abvx 17%* in $abvx"
X Link 2025-10-17T16:50Z [----] followers, 31.3K engagements

"$celc v nice"
X Link 2025-10-18T16:18Z [----] followers, [----] engagements

"Key takeaway from $akro proxy. Stop leaking. It pisses off counterparties / doesnt work Go #PCManiacs go $akro Go #PCManiacs go $akro"
X Link 2025-10-25T20:19Z [----] followers, [----] engagements

"$rna 1.7% position for the #PCManiacs"
X Link 2025-10-26T15:38Z [----] followers, [----] engagements

"@badinvestor99 @EpochSwing @MelvinRiskMgmt @houndcl My hunch is $cdtx investors wont have to worry about Ph3 interim analysis. Will be a BP problem"
X Link 2025-10-29T14:00Z [----] followers, [----] engagements

"What are you trying to say $abvx 👀 👀 The #PCManiacs are here for you 18%* in $abvx 18%* in $abvx"
X Link 2025-10-29T20:06Z [----] followers, [----] engagements

"Ditto + $insm still cheap. Stop making this so hard on yourselves $mrk Imagine being $MRK and seeing $10bn of sales on table (about 60% of which is very de-risked) and saying nah Im good lets do another EyeBio $insm Imagine being $MRK and seeing $10bn of sales on table (about 60% of which is very de-risked) and saying nah Im good lets do another EyeBio $insm"
X Link 2025-10-30T11:20Z [----] followers, [----] engagements

"@BioPM1989 @Kir_Kahlon @ScorpionFund Heat kitchen analogy applies here if youre using X to promote your short thesis $slno"
X Link 2025-10-31T18:46Z [----] followers, [----] engagements

"Disappointing to see the $qure news. Hopefully the company / FDA agree on a path forward expediently. This feels like one where FDA should enable accelerated approval + continued review of RWE while other therapies are progressed in clinic Re-sharing an investor letter from last year. Why a story like $qure is so important in biotech. And why a Pharma needs to own them $xbi $ibb Re-sharing an investor letter from last year. Why a story like $qure is so important in biotech. And why a Pharma needs to own them $xbi $ibb"
X Link 2025-11-03T12:49Z [----] followers, [----] engagements

"@ShafferBiotech @seedy19tron @NightOwlBiotech Right. $vrna $mdgl $imgn arent me-toos"
X Link 2025-11-06T00:17Z [----] followers, [---] engagements

"@jayg327 Totally fair not arguing with what they said / their external posturing. But they lack decisiveness / should contemplate outsourcing their BD to @PCM_bio . $vrna was good first step per our suggestion box"
X Link 2025-11-11T22:37Z [----] followers, [---] engagements

"@SnupSnus Going to trust the gut on this one that hyperkalemia risk is modest cant see $mlys turning over that OSA data standalone if NDA is on file"
X Link 2025-11-13T02:29Z [----] followers, [---] engagements

"Post mortem: revs for Osgiveo have rebounded nicely and Gomekli off to solid start. Prob would have been a challenging name to own in 1H given the 1Q hiccup but also looks like $swtx timed their sale / going into blackout period V poorly. Good work by $MRK.DE $xbi $ibb So maybe $swtx did get a good deal Sales down 20% Q over Q Thats a relief curious to see proxy / projections vs what mgmt was communicating during early launch So maybe $swtx did get a good deal Sales down 20% Q over Q Thats a relief curious to see proxy / projections vs what mgmt was communicating during early launch"
X Link 2025-11-13T09:41Z [----] followers, [----] engagements

"Much much better storytelling @ Jeff conference $slno $slno needs a CEO whos going to defend the fort / focus the convo on efficacy & progress / not sound lethargic on a conference call Soleno is a good story if its told well. Not convinced thats the case at moment $slno needs a CEO whos going to defend the fort / focus the convo on efficacy & progress / not sound lethargic on a conference call Soleno is a good story if its told well. Not convinced thats the case at moment"
X Link 2025-11-18T17:21Z [----] followers, [----] engagements

"@EggCapitalWS @TheBiotechBear Was also referencing $asnd"
X Link 2025-12-12T22:01Z [----] followers, [---] engagements

"@thirdcoastip @allinkraken @grok @grok who is Third Coast and do they drive a clown car"
X Link 2025-12-16T21:17Z [----] followers, [---] engagements

"Would imagine that any trips to Paris are for site visits of some sort anyhow Given existing TA presence / inertia for Omvoh w $jnj & $abbv domination in IL-23 / $morf hiccups would characterize $lly as very high likelihood party But yes does $SNY needs new shiny objects and fast. Whether that happens by Dec OpEx is anyones guess tho https://twitter.com/i/web/status/2001052588540891530 https://twitter.com/i/web/status/2001052588540891530"
X Link 2025-12-16T22:11Z [----] followers, [---] engagements

"Scarcity value of $nktr $apge $kymr rises $jnj https://www.jnj.com/media-center/press-releases/johnson-johnson-statement-on-the-phase-2b-duplex-ad-study https://www.jnj.com/media-center/press-releases/johnson-johnson-statement-on-the-phase-2b-duplex-ad-study"
X Link 2025-12-26T13:33Z [----] followers, 26.7K engagements

"$til to discontinue PD-L1xVEGF. rule #115 always tread carefully on the mechanistic derivative trades $TIL and $BNTX probably good trades but might not be good investments. Tread carefully speculators. Lot of work for them to do and to a certain degree the VEGF x PD-1 bar has been set on efficacy and (potentially more importantly) safety in ivonescimab $TIL and $BNTX probably good trades but might not be good investments. Tread carefully speculators. Lot of work for them to do and to a certain degree the VEGF x PD-1 bar has been set on efficacy and (potentially more importantly) safety in"
X Link 2026-01-06T12:09Z [----] followers, [----] engagements

"$insm $144.6mm of Brinsupri in Q4. Wow"
X Link 2026-01-09T12:05Z [----] followers, [----] engagements

"@BioWino Doesnt matter. Good to manage expectations / beat & raise. ENCORE data more important to ARIKAYCE story $insm"
X Link 2026-01-09T12:41Z [----] followers, [---] engagements

"See you all Sunday evening In meantime #PCManiacs please stop tracking company PJs and Form 4s / 144s. Its likely many 🛩 will be traveling to and from California next few days and even more likely you have no idea what is happening behind scenes of these processes $xbi $ibb"
X Link 2026-01-09T21:12Z [----] followers, [----] engagements

"@grok at what time of day does Bristol Myers usually PR their business development transactions Pls include Karuna Rayze Turning Point and Myokardia in your analysis $bmy Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday a.m. Should pay homage to their $celg financial engineering roots $xbi $ibb Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday a.m. Should pay homage to"
X Link 2026-01-12T11:08Z [----] followers, [----] engagements

"Hey Chris Schott can you ask Rob and Dean if $MRK will be buying $rvmd tonight Brian asked $rvmd and they didnt tell us"
X Link 2026-01-12T23:19Z [----] followers, [----] engagements

"Agree generally with $regn take on M&A but they should really be looking at the winners basket. SMID biotech has proven they can develop on their own and theres really no proof that a BP bringing a clinical-stage asset in-house early changes outcomes. Could argue it actually is disruptive to clin dev execution. $regn stock is flat over last [--] to [--] years because they havent diversified commercially and their pipeline isnt productive enough to replace Eylea and Dupi (not because of bad BD). No one is arguing that they dont have BIC antibody engine / its probably more efficient for them to run"
X Link 2026-01-13T12:51Z [----] followers, 11K engagements

"Also please politely remind Dave from $lly that #jpm26 is an investment banking conference and not a research conference $abvx Hey Chris. Can you also ask Dave from $lly if they are going to buy $abvx #jpm26 Hey Chris. Can you also ask Dave from $lly if they are going to buy $abvx #jpm26"
X Link 2026-01-13T22:32Z [----] followers, [----] engagements

"@svix_enjoyoor @PaulAll95402077 @seedy19tron @MACROVET888 One is novel mechanism ( $vrna) other is reformulation ( $lqda)"
X Link 2026-01-14T21:47Z [----] followers, [---] engagements

"@svix_enjoyoor @PaulAll95402077 @seedy19tron @MACROVET888 Ducks fly together 🦆"
X Link 2026-01-14T22:03Z [----] followers, [---] engagements

"Will be interesting to see how $teva emerges as a competitive buyer in neuro/psych/I&I once they get to AAA rating"
X Link 2026-01-16T13:45Z [----] followers, [----] engagements

"Happy MLK Day to everyone except the bankers and lawyers working on $abvx and $rvmd Happy New Year to everyone except the bankers and lawyers working on $abvx 🍾 🎉 Happy New Year to everyone except the bankers and lawyers working on $abvx 🍾 🎉"
X Link 2026-01-19T16:33Z [----] followers, 21.4K engagements

"I am eating my words on $bmy BD by #JPM26 conference but it also seems there was broad confusion re: JPM as a banking vs research conference Moving the goalposts. Sizable deal by end of Q1 $xbi $ibb Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday a.m. Should pay homage to their $celg financial engineering roots $xbi $ibb Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday"
X Link 2026-01-21T22:00Z [----] followers, [----] engagements

"@grok @A_May_MD @adamfeuerstein In any case key takeaway for me (as always) is that $SNY needs to do BD. @grok would you agree that Sanofi should acquire new growth assets"
X Link 2026-01-23T14:29Z [----] followers, [--] engagements

"Agree $rvmd expensive and no view on whats creating inertia at the goal-line but $mrk had an opportunity to become a story stock again with $rvmd ( + $cdtx + a competitive obesity asset) . once again Rob and Dean missing the bigger picture"
X Link 2026-01-25T20:10Z [----] followers, 14.6K engagements

"@NotGenentech I agree we should instead listen to the worlds most important cancer drug developer talk about Keytruda being a hill vs a cliff for the foreseeable future $mrk"
X Link 2026-01-25T20:28Z [----] followers, [----] engagements

"@dtklp1 Fair but $lly still has the best drug and are already diversified across onc I&I neuro (and stock is already down 10%). $nvo a one-trick / inferior pony"
X Link 2026-02-03T22:01Z [----] followers, [----] engagements

"@ThorionPartners Dont think $pfe is making any PMs year this year but yes imagine they will add something to mix (oversight of mine to not include)"
X Link 2026-02-03T23:31Z [----] followers, [---] engagements

"@Biohazard3737 No terminal value Smells a lot like LOE cliffs"
X Link 2026-02-04T00:49Z [----] followers, [---] engagements

"$mrk again why do we need their oral PCSK9 peptide with fasting requirement and perfectly good SubQ versions available And now another MoA in CETP https://www.globenewswire.com/news-release/2024/12/10/2994358/0/en/NewAmsterdam-Pharma-Announces-Positive-Topline-Data-from-Pivotal-Phase-3-BROADWAY-Clinical-Trial-Evaluating-Obicetrapib-in-Patients-with-Atherosclerotic-Cardiovascular-Disease-and-.html Another serious question @merck $mrk : why not substitute oral PCSK9 peptide mfg capacity for $vktx Why fight the uphill battle in that market with limited unmet need when the largest market ever"
X Link 2024-12-10T18:13Z [----] followers, [----] engagements

"$fold Good deal for $bmrn . congrats to the hodlers $xbi $ibb"
X Link 2025-12-19T13:08Z [----] followers, [----] engagements

"Jk $axsm . now $bmy make the very obvious / smart BD decision. Tik Tok on the M&A clock https://axsometherapeuticsinc.gcs-web.com/news-releases/news-release-details/axsome-therapeutics-announces-fda-acceptance-and-priority-0 $axsm but what about Auvelity ADA sNDA acceptance https://t.co/zEw0UOsKhW https://axsometherapeuticsinc.gcs-web.com/news-releases/news-release-details/axsome-therapeutics-announces-fda-acceptance-and-priority-0 $axsm but what about Auvelity ADA sNDA acceptance https://t.co/zEw0UOsKhW"
X Link 2025-12-31T12:02Z [----] followers, [----] engagements

"I thought #JPM26 was an investment banking conference $xbi $ibb"
X Link 2026-01-12T12:35Z [----] followers, [----] engagements

"$GS M&A backlog at 4-year high $xbi $ibb"
X Link 2026-01-15T16:53Z [----] followers, [----] engagements

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