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@PersimmonTI Avatar @PersimmonTI Persimmon Tree Investments

Persimmon Tree Investments posts on X about $xbi, $srpt, $bbio, $abvx the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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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 XXXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX%

Social topic influence $xbi #1, $srpt #9, $bbio 2.92%, $abvx 2.34%, $mrus 2.34%, $mdgl 2.34%, $lly 1.75%, $bmrn 1.75%, delta 1.75%, $vrna XXXX%

Top accounts mentioned or mentioned by @nolastevedore @nature @jacobplieth @natrevdrugdisc @timopler @biotechch @amaymd @geneinvesting @aaronrosenblum5 @hall8jack @biopharmiq @joserestonva @rj248842 @elilillyandco @biostocks @adamfeuerstein @bowtiedbiotech @iambiotechs @naturemedicine @jiantkwazi

Top assets mentioned Bitcoin Incognito (XBI) Sarepta Therapeutics, Inc. (SRPT) BridgeBio Pharma, Inc. Common Stock (BBIO) Merus N.V. Common Shares (MRUS) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Eli Lilly and Company (LLY) BioMarin Pharmaceutical, Inc. (BMRN) Avidity Biosciences, Inc. Common Stock (RNA) Arrowhead Research Corporation (ARWR) Akropolis (AKRO) GSK plc (GSK) Alnylam Pharmaceuticals, Inc. (ALNY) Scholar Rock Holding Corporation Common Stock (SRRK) Amgen, Inc. (AMGN) Bristol-Myers Squibb Co (BMY) Janux Therapeutics, Inc. Common Stock (JANX) Pfizer, Inc. (PFE) Immunogen Inc (IMGN) Prometheus Biosciences, Inc. Common Stock (RXDX) Dyne Therapeutics, Inc. Common Stock (DYN) BlueCoin (BLU) SuperRare (RARE) Insmed, Inc. (INSM) Metsera, Inc. Common Stock (MTSR) Novo-Nordisk (NVO) AstraZeneca PLC (AZN) AbbVie Inc (ABBV) Soleno Therapeutics, Inc. Common Stock (SLNO) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Novartis AG (NVS) Johnson & Johnson (JNJ) Gilead Sciences, Inc. (GILD) Arcellx, Inc. Common Stock (ACLX) Cytokinetics Inc. (CYTK) Kymera Therapeutics, Inc. Common Stock (KYMR) Intellia Therapeutics, Inc (NTLA) Merck & Co., Inc. (MRK) Goldman Sachs (GS) Iovance Biotherapeutics, Inc. Common Stock (IOVA)

Top Social Posts #

Top posts by engagements in the last XX hours

"$NKTR and $LLY Just a very quick take on legal dispute Think that motion for summary judgment will be denied by judge. To me the case seems a fairly strong one for $NKTR but by no means a matter which will reach the very high bar of MSJ in $NKTR favor too fact specific. As for settlement with $LLY it takes two to tango and Lilly has more money than anyone. Usually the Goliath is willing to push their stack around. $LLY counterclaim is pretty standard but consistent with a defendant that isnt going to go down easily JMTC"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-17 12:56:22 UTC 9586 followers, 6743 engagements

"$XBI Former CEO of La Jolla Pharmaceuticals (used to be $LJPC) to head CDER. Seems Tidmarsh has views that are critical of the current status quo especially in academia but overall likely viewed as reassuring by healthcare companies and investors. Per Bloomberg"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-21 11:02:35 UTC 9586 followers, 3082 engagements

"$ABVX Per CFO company wants to raise enough money to get to a read out in Q2 2026 (top line in maintenance study) with some buffer. CFO said around $200mm offering currently indicated for total of around $400mm. Strong institutional demand likely and mgmt showing financial discipline raise enough for now and see what happens"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-24 11:49:25 UTC 9585 followers, 4450 engagements

"$NKTR Seems like a bunch of betting (shares and calls) on anticipated ruling on motion for summary judgment Lack of significant volume in the share price move. Think the odds of a ruling in favor of $NKTR are complete ballpark less than 10%. And the fact that judge dismissed need for orals speaks more toward a $NKTR denial not a ruling in favor. Would be the judge essentially saying this is a complete slam dunk which it isnt imho. Long $NKTR"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 00:06:09 UTC 9586 followers, 5743 engagements

"$ARWR and $SRPT When it rains it pours $ARWR says its earned first $100mm milestone from partner $SRPT. Payment expected within XX days. $ARWR expects to earn another $200mm milestone by year end. $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-28 11:42:30 UTC 9585 followers, 6846 engagements

"$XBI Toward Passionate Rationale Portfolio Theory In light of some recent $xbi dynamics seemed like a good time to resurface Roberto Bellini former CEO of $BLU (pre-buyout by $GSK) impassioned and well-reasoned defense of the single-asset/single-play $XBI company. Id argue that his thread has aged quite well over these three years. Its true that macro (and micro) considerations have been particularly negative for the platform play see a $ARWR for example but that notwithstanding think that Robertos point that many so-called multi-candidate $XBI can be distilled into one real value-driving"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-26 15:26:49 UTC 9585 followers, 3066 engagements

"$MRUS All right what the hey gonna call that $MRUS is taken out by Monday $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-25 19:38:52 UTC 9587 followers, 2408 engagements

"$XBI Orphaned No More $RARE / $MREO $SRRK $BBIO $ALNY $RCKT $BMRN Below the final language of the Orphan exclusivity expansion language that passed as part of the final megabill. Note that in addition to Medicare price negotiation exemption being extended to Tx that treat multiple rare disease indications rare disease Tx would have a delayed start to the price negotiation countdown if the reason it lost exemption was that a non-rare-disease indication had been added to its label. Playing this out with a specific hypothetical $RARE / $MREO Setrusumab we can see how these provisions could have"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-06 02:22:52 UTC 9578 followers, 12.1K engagements

"$ABVX Happy to be owning some if I do not own it all"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-22 21:11:57 UTC 9585 followers, 2833 engagements

"$XBI $INSM $VRNA $BBIO $MDGL except no more $VRNA"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-12 19:37:49 UTC 9581 followers, 2519 engagements

"there just doesnt seem like any way that this actually happens but quite a statement"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-17 11:26:45 UTC 9586 followers, 1825 engagements

"$XBI Select amylins in clinic courtesy @Nature Metabolism. Note that $MTSR not included and its and $GPCR are currently unattached to big pharma"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-14 21:43:18 UTC 9581 followers, 4220 engagements

"$MDGL Looks like method of use weight-based dosing. See other metabolic: $SLNO $RYTM"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-16 12:05:35 UTC 9579 followers, 1320 engagements

"$KROS Just your share dollars at work here for low to moderate risk MDS are they not at all sheepish"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-17 12:11:43 UTC 9586 followers, 1468 engagements

"$SRPT From BioCenturys Steve Usdin who first reported the news:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-25 04:36:56 UTC 9585 followers, 4470 engagements

"$xbi Thats the thing about $xbi when crap moves it moves"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-23 20:48:24 UTC 9585 followers, 1696 engagements

"$LPTX $FPRX Still early days but worth revisiting the DKN-01 v. Bema comparison: $XXX bil for 2-3 months impvt mPFS on one-sided P value & w/ some safety signals v. Nearly 2X est. PFS in DKK-high w/ clearcut ORR in all N thus far w/ mutual expression w/ HER2"
@PersimmonTI Avatar @PersimmonTI on X 2022-01-19 01:11:01 UTC 9579 followers, XX engagements

"$NVS $xbi Novartis on capital allocation and M&A yesterday - not prioritizing dividend/buybacks over M&A - no recent M&A is not for lack of trying - $XX billion in firepower $NVS always looking for bolt-on acquisitions and maybe larger bolt-ons () that would bolster its focus TAs"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 11:05:57 UTC 9578 followers, 4638 engagements

"$xbi Updates on portfolio $mreo coming up this weekend on persimmon plus"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-25 11:27:56 UTC 9585 followers, 2418 engagements

"$XBI $GILD $BMY $JNJ $ACLX $LEGN $AUTL A clear positive from the FDA taking action on its promise to expand/speed access to meaningful Tx: FDA removing REMS and other onerous requirements for the administration of BCMA and CD19 targeting CAR-T which should lower the cost & administrative burden of CAR-T and pave the way for more community-based admin of CAR-T. Again a significant positive sign from the FDA and from Prasads CBER no less that may turn the tide and improve upon the currently underutilized Tx getting CAR-T to more patients who are eligible for it and could benefit from it:"
@PersimmonTI Avatar @PersimmonTI on X 2025-06-29 00:02:12 UTC 9582 followers, 7001 engagements

"$ATYR Also wonder about the slightly lower baseline prednisone usage versus what was anticipated and any effects that could have on treatment delta. And with regard to placebo response I think it could be concerning that many pulmonary sarcoidosis patients are apparently very motivated to get off of prednisone because of treatment related comorbidities such as weight gain"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-28 01:06:44 UTC 9585 followers, 3434 engagements

"i wish the real world would just stop hassling me"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-15 21:04:46 UTC 9578 followers, 1942 engagements

"$CYTK Board offer Blum a deal that he cannot refuse stay on as a board member and some other honorary role Strategic Advisor but relinquish operational control. And install new operational leadership a la $SRRK recently becoming $ALXN West. Its the best thing for the company and would make an immediate positive impact on perceived value of company and its assets. $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-05-04 13:11:44 UTC 9579 followers, 8090 engagements

"$XBI Some great (relatively) recent secondary offerings: $BBIO $MRUS $KYMR $ABVX"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-24 21:32:35 UTC 9586 followers, 3898 engagements

"$LLY The power of $LLY imagination on continued display courtesy @NatureBiotech:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 00:07:25 UTC 9586 followers, 2181 engagements

"$JANX Virtual R&D Day one week away 7/24/25 Company to highlight product candidates from preclinical pipeline its decided to move into clinical testing. And XXX and XXX updates before year end. Should be interesting"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 00:00:36 UTC 9581 followers, 1671 engagements

"$XBI This is a pretty wild PR timeline even by biotech considerations: $WINT"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-26 20:43:57 UTC 9585 followers, 2419 engagements

"@fakepharmabro iknorite $BMY should buy $MRUS"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-25 19:44:31 UTC 9585 followers, XXX engagements

"Seems like a good time to remind folks that $SRPT and $SAVA share a key board member"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 01:55:55 UTC 9581 followers, 4438 engagements

"$SRPT Someone always knows But on balance probably the right decision by the FDA. Now can we have a few days without any Sarepta headlines $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-28 21:26:49 UTC 9585 followers, 3408 engagements

"$SRPT Again the question to Sarepta in light of news of death on June X of an eight year old boy who had received ELYVIDIS Please note how Doug rephrased the analysts question in retweet below $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-25 21:54:01 UTC 9585 followers, 6914 engagements

"$MRUS Continues with the stochastic green candles"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-22 21:22:16 UTC 9585 followers, 1551 engagements

"$KROS Im sure that this man knows all about maximizing shareholder value: $BMRN"
@PersimmonTI Avatar @PersimmonTI on X 2025-06-09 11:35:44 UTC 9579 followers, 4966 engagements

"one decision based on optics deserves another"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-28 21:33:27 UTC 9585 followers, 1087 engagements

"$GSK COPD Tx candidate from Chinese company (compare to $VRNA) with a relatively huge upfront. Seeing a pattern here with $GSK. Go earlier go cheaper see Bostons FGF21 billions less than an $AKRO $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-28 01:00:45 UTC 9585 followers, 3426 engagements

"$NTLA Interesting data in HAE but heres a question: If it gets there why would 2002 in HAE be any different than $QURE $BMRN $PFE gene Tx in hemophilia Yes maybe reduced price and easier administration but on the other hand an indication that is (not to diminish it) less severe than hemophilia and after $KALV arguably even better served"
@PersimmonTI Avatar @PersimmonTI on X 2025-06-15 19:59:10 UTC 9578 followers, 4773 engagements

"$ATYR I dont think efzofitimod results will be viewed positively. For me too much uncertainty around efzos actual contribution/efficacy in an indication in pulmonary sarcoidosis that also faces a dearth of information on efficacy of existing therapies. Is steroid redux meaningfully driven by efzo as opposed to possibly not being all that effective/necessary to being with Too many questions and risk/reward seems skewed to the downside jmho"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-27 18:11:31 UTC 9585 followers, 6844 engagements

"$SRPT Analyst: Have there been any other patient deaths on any other of your AAV gene therapy programs Doug: I think the first question was are there any other fatalities associated with any of our other gene therapy trials associated with the therapy itself And the answer to that is No. Actually Doug that wasnt the question. And we are beyond the granting $SRPT the benefit of the doubt phase. We are now in the phase where we have to ask the next question: Have there been any other deaths regardless of cause or association with $SRPT Tx for any $SRPT AAV gene therapy patients whether on"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-20 15:34:06 UTC 9586 followers, 9543 engagements

"$XBI Select Q2 2025 new drug approvals with revenue projection courtesy @nature:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 00:11:15 UTC 9586 followers, 1937 engagements

"just finished being on the receiving end of a X hour deposition dont know that I want to utter another word for a good long time"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-22 19:40:19 UTC 9585 followers, 2049 engagements

"$LPTX Just to revisit the $FPRX Five Prime story -- it was survival benefit (granted RCT) that bema showed that led to $AMGN acquiring $FPRX. it is survival benefit OS that we will likely see from $LPTX DKN-01 at ESMO. & we already know that the PFS delta is positive"
@PersimmonTI Avatar @PersimmonTI on X 2022-09-03 22:58:34 UTC 9579 followers, XX engagements

"$BBIO $ALNY $BBIO CEO at Goldman Sachs: I mean were basically generic as compared to AMVUTTRA"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-06 16:27:05 UTC 9587 followers, 4566 engagements

"$XBI $SRPT $KALV FDA communication is one thing but when does it become FDAs bonfire of the vanities Two recent instances in which its been reported that the FDA and/or Makary have taken or attempted to take actions based on optics rather than the gold standard science:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-25 04:30:50 UTC 9585 followers, 4361 engagements

"$IOVA Interesting trading into $REPL CRL: $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-22 11:34:43 UTC 9581 followers, 3621 engagements

"$SRPT And the award for longest PR goes to quite a lot in there:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-17 11:23:36 UTC 9586 followers, 8312 engagements

"$PFE PD-1 x VEGF $SMMT $TIL $GLYC $CMPX $BNTX Pfizer is officially in the PD-1 x VEGF business in-licensing a Chinese molecule of its own after inking a CT collab with $SMMT Ivonescimab for combo with ADCs. Note that the deal with 3SBio includes the option for $PFE to commercialize in China as well as pretty unusual. Also pretty hefty upfront of $XXX billion with up to $XXX billion in milestones Though the upfront number is in-line with Bourlas guidance of smaller bolt-on acquisitions in oncology $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-05-20 00:25:04 UTC 9578 followers, 7007 engagements