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@PersimmonTI Persimmon Tree Investments

Persimmon Tree Investments posts on X about $xbi, $abvx, $bbio, $janx the most. They currently have XXXXXX followers and 2325 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXXX +36%
X Month XXXXXXX -X%
X Months XXXXXXXXX +44%
X Year XXXXXXXXX +233%

Mentions: XX #

X Week XXX -XXXX%
X Month XXX -XXXX%
X Months XXXXX +31%
X Year XXXXX +285%

Followers: XXXXXX #

X Week XXXXXX +0.40%
X Month XXXXXX +1.50%
X Months XXXXXX +12%
X Year XXXXXX +22%

CreatorRank: XXXXXXX #

Social Influence

Social category influence stocks finance currencies travel destinations cryptocurrencies

Social topic influence $xbi #22, $abvx #19, $bbio #21, $janx #28, $gpcr #7, $wve #25, $kymr #29, $lly #26, $mrus #11, $sndx #14

Top accounts mentioned or mentioned by @amaymd @biohazard3737 @natrevdrugdisc @adamfeuerstein @nature @jfais20 @sportsbios @pcmbio @biopharmadive @biotechch @jacobplieth @duedoctor @joserestonva @fakepharmabro @naturemedicine @bertrandbio @shortsellerst @fiercepharma @naturebiotech @adar170

Top Social Posts

Top posts by engagements in the last XX hours

"$xbi thinking by analogy: if $ABVX then $PALI if $JANX then $VIR"
X Link 2025-11-15T18:37Z 10.5K followers, 6498 engagements

"ate pringles for the first time in years and these things are trash. ugh"
X Link 2025-12-07T02:19Z 10.5K followers, 2665 engagements

"$ARWR Ive been critical but let Anzalone cook kudos $arwr making good on it"
X Link 2025-12-08T21:24Z 10.5K followers, 4363 engagements

"$abvx sheesh its going to be a take under at this rate"
X Link 2025-12-10T00:11Z 10.5K followers, 5573 engagements

"$LLY be aggressive be be aggressive with buyouts with $abvx"
X Link 2025-12-10T11:20Z 10.5K followers, 7106 engagements

"A $C. is my third largest. any guesses"
X Link 2025-11-23T20:40Z 10.5K followers, 17.6K engagements

"$XBI This is a great deal. I took advantage of it:"
X Link 2025-11-30T19:50Z 10.5K followers, 7817 engagements

"@PCM_bio what is $gpcr and what do they do"
X Link 2025-12-08T23:01Z 10.5K followers, XXX engagements

"its been this kind of morning:"
X Link 2025-12-09T15:32Z 10.5K followers, 1657 engagements

"$XBI Not including what might happen with $PTGX x $JNJ Im going to predict that: $NAMS New Amsterdam will be the next company to be acquired with likely purchaser being $MRK $AZN $LLY or $AMGN. $NAMS obicetrapib has the potential to be a foundational oral Tx for CV health with an LDL-lowering plus approach LP(a) perhaps MACE outcomes benefit and perhaps Alzheimers prevention. PREVAIL doesnt read out for around another year yet but recent chart strength is indicating to me that at least one big pharma doesnt want to wait to find out (and pay a bigger price tag) $NAMS"
X Link 2025-10-13T14:29Z 10.5K followers, 8921 engagements

"$AVDL Well that didnt take long And the Danes strike again $ALKS"
X Link 2025-11-17T12:37Z 10.5K followers, 5568 engagements

"$WVE INHBE $GPCR aneliglipron this months obesity surprises may not yet be at an end"
X Link 2025-12-08T23:05Z 10.5K followers, 6973 engagements

"$RZLT Cash value around $1.63/share Not dunking but beware these types of pitches:"
X Link 2025-12-11T12:33Z 10.5K followers, 6995 engagements

"$RYTM prader well that was a whole lot of nothing"
X Link 2025-12-11T12:39Z 10.5K followers, 6069 engagements

"$RYTM These are some quality data Whole lot of explaining for N=18 open label:"
X Link 2025-12-11T12:44Z 10.5K followers, 8911 engagements

"$ABVX Im not expert in the matter but my opinion is that a key point of differentiation between current $LLY $ABVX situation with no MAR disclosure (as of yet) and German Merck $SWTX with a confirmatory disclosure from Merck is the basis of the supposition: Recall that Reuters February story about $SWTX specifically (and of course confidentially) cited several insiders with knowledge of the matter. The recent Reuters $ABVX story is merely reporting on the general speculation on social media and elsewhere about $LLY interest. There is no specificity and nothing that amounts to anything more"
X Link 2025-12-11T20:25Z 10.5K followers, 10.1K engagements

"$XBI M&A Below the top XX biopharma M&A in 2025 ranked by total deal value As of 7/29/25 courtesy @nature biopharma dealmakers Of course doesnt include the recent flurry of activity: 9/18/25 $ETNB x $ROG $2.4B upfront $3.5B total deal value w/ CVRs. 9/22/25 $MTSR x $PFE $4.9B upfront $7.2B total deal value w/ CVRs. 9/29/25 $MRUS x $GMAB $8B. As many had anticipated/hoped looks like deal activity is building toward year end as macro clarity improves: "
X Link 2025-10-05T13:01Z 10.5K followers, 7058 engagements

"$IMAB We doing short talks now Okay well I guess Im here for it:"
X Link 2025-10-14T11:22Z 10.5K followers, 1718 engagements

"$SNDX Adding to Syndax. And $VIR -- because. why not Get some sympathy if $JANX actually happens a la $DYN and $RNA"
X Link 2025-10-28T15:25Z 10.5K followers, 3639 engagements

"$BBIO Building upon previously presented data which showed a XX% reduction in the risk of ACM or first cardiovascular-related hospitalization (CVH) versus placebo in the overall variant population through Month XX this analysis observed an even greater XX% reduction in the risk of ACM or first CVH in the V142I population through Month 30"
X Link 2025-11-08T15:49Z 10.5K followers, 3194 engagements

"eyes on: $bbio $janx"
X Link 2025-11-17T12:50Z 10.5K followers, 3086 engagements

"$BBIO a pretty beaut X year chart:"
X Link 2025-11-18T02:21Z 10.5K followers, 3275 engagements

"$bbio Kumar been quiet of late"
X Link 2025-11-22T00:20Z 10.5K followers, 5183 engagements

"$ABVX is my largest holding $BBIO is second largest"
X Link 2025-11-23T15:03Z 10.5K followers, 20.9K engagements

"$XBI $MRK x $CDTX Interesting convergence on a couple of threads about biotech M&A competitiveness. What had been practically unheard of prior an over-the-top counteroffer after the initial PR has now happened twice and the first one in quite spectacular fashion: $PFE x $MTSR get out $NVO $ALKS x $AVDL get out Lundbeck First probably just an odd coincidence but both second bidders were Danish Sleepy Danes no more Now we have $MRK x $CDTX another case of not so fast for Merck - we know that the deal was hotly contested among multiple suitors per FT - since the $MRK PR we have seen incredibly"
X Link 2025-11-23T17:34Z 10.5K followers, 11K engagements

"Actually have a $C. as my fourth largest holding as well. And dont own no $CDTX no more (though at this rate maybe I should)"
X Link 2025-11-23T23:50Z 10.5K followers, 4529 engagements

"$JANX Think that JANX007 update on Monday post market close will be viewed positively: "
X Link 2025-11-29T18:30Z 10.5K followers, 5197 engagements

"$JANX i was wrong"
X Link 2025-12-01T22:45Z 10.5K followers, 17.5K engagements

"$XBI Makary with no problems webcasting about bovine indications but this meeting This decision like everything else Makary is unprincipled and driven by his own whims. Makarys version of radical transparency:"
X Link 2025-12-07T13:54Z 10.5K followers, 2851 engagements

"$CDTX x $MRK $REGN $xbi I believe a reasonable conclusion can be drawn that Regeneron ( $REGN ) was active in the $CDTX M&A process. And I think it likely that $REGN was either Party D E or F though I cannot rule out Party A or C. Note SEC filing which recounts that in the 10/27/25 $CDTX board meeting with advisors Cooley Goldman Sachs and Evercore one $CDTX board member had to be recused because that BM serves on the board of one of the parties active in the process. A review of current $CDTX board members other active board commitments seems to reveal only one board member and board post"
X Link 2025-12-07T21:23Z 10.5K followers, 8537 engagements

"$XBI Thoughts b4 a Momentous Monday $KYMR - its always about expectations and what is already factored in. At $4.8B think market will be expecting nothing less than Dupi-like efficacy and with small N there is scant room for error. And mgmt much more reserved pre-readout versus CEO exuberance into healthy volunteer data. Think $KYMR trades down 20-30%. $WVE - at $1.25B and no runup in share price to speak of market pretty clearly not expecting much from INHBE. A complete guess but think that data could surprise. $WVE shares could swing up significantly +30%. $DYN - not a company Ive been"
X Link 2025-12-08T02:25Z 10.5K followers, 5731 engagements

"$WVE XXX% decrease in total mass. Following a single subcutaneous XXX mg dose WVE-007 (INHBE GalNAc-siRNA) improved body composition at three months compared to baseline with a XXX% reduction in visceral fat (p=0.02) a XXX% reduction in total body fat (3.5 lbs; p=0.07) and a XXX% increase in lean mass (4.0 lbs; p=0.01) with no statistically significant changes in the placebo group. Sustained and robust suppression of serum Activin E supports expectations for continued improvements in body composition further fat loss and preserved muscle with once or twice-yearly dosing Generally safe and"
X Link 2025-12-08T12:39Z 10.5K followers, 13.3K engagements

"$GPCR Taken out by who and wen Just a matter of time now"
X Link 2025-12-08T17:06Z 10.5K followers, 3419 engagements

"@DeepSouthDoctor but sellside can remain unreasonable longer than one can remain solvent"
X Link 2025-12-08T17:10Z 10.5K followers, 1012 engagements

"$XBI @NatureMedicine asks: Is Addiction the next Frontier for GLP-1 Receptor Agonists $NVO"
X Link 2025-12-09T01:50Z 10.5K followers, 1911 engagements

"$abvx its absolutely nothing folks"
X Link 2025-12-09T16:15Z 10.5K followers, 16.8K engagements

"$GPCR Ive been adding to my Structure Tx position pretty aggressively this morning. Would guess that $gpcr fetches at least $8B in these $xbi times and climes"
X Link 2025-12-09T16:40Z 10.5K followers, 1743 engagements

"ive got a good feeling about $VERV and $RNA. im thinking $LLY and $NVS"
X Link 2025-12-09T20:04Z 10.5K followers, 8241 engagements

"After $MRUS $AKRO was just about my largest position"
X Link 2025-10-09T10:41Z 10.5K followers, 4413 engagements

"$MRUS Small N and more data to come at plenary oral later this month but Peto in mCRC (efficacy evaluable): 1L combo 3/3 ORR XXX% 2L combo 4/8 ORR XX% 3L mono one PR in this late line "
X Link 2025-10-14T11:49Z 10.5K followers, 4245 engagements

"$XBI Hard to remember a more potentially portentous November setting up for $XBI. 2023 $IMGN x $ABBV kicking off some dominoes was something But lets see how all of this plays out now. Could be a veritable powder keg (as always directionally could be either way.)"
X Link 2025-10-28T21:42Z 10.5K followers, 7743 engagements

"All of my $CDTX into $PALI let's do this ish"
X Link 2025-11-14T15:14Z 10.5K followers, 7811 engagements

"$LLY The trillion dollar baby H/t @BioPharmaDive Ten years ago Lilly was a backwater pharma hanging out in Indianapolis said Joel Marcus founder of Alexandria Real Estate Equities a real estate investment trust thats catered to the life sciences industry for three decades. Just a handful of years ago nobody would have imagined the metabolic market for the GLP-1 drugs that has emerged"
X Link 2025-11-22T15:03Z 10.5K followers, 8499 engagements

"$XBI For me this past year its been much more about finding smidcap opportunities that avail themselves of a sizable bet rather than go big or go home with a pure smallcap binary catalyst play (though there have been a couple of those as well $NKTR $ABVX $CTMX). To wit: $MRUS pre-Peto HNSCC update/landmark then holding because I trusted Lundberg until the buyout. $KYMR more a trade but holding into healthy human volunteer data. $CYTK rebuilding a solid position into MAPLE (and now holding through PDUFA and possibly stranger things.) $AKRO building a position after data vindication and holding"
X Link 2025-11-30T20:34Z 10.5K followers, 6653 engagements

"$JANX Caveat emptor but I am very confident about upcoming JANX007 update. Think we could be looking at a pre-Pluvicto molecule when all is said and done. And EV is $XXXX billion. Attractive risk/reward in my eyes"
X Link 2025-12-01T13:47Z 10.5K followers, 22.5K engagements

"$capr what an unlikely savior $xbi"
X Link 2025-12-03T13:54Z 10.5K followers, 4115 engagements

"$xbi interesting"
X Link 2025-12-04T01:55Z 10.5K followers, 3740 engagements

"$QURE In the final meeting minutes and consistent with uniQures November X 2025 press release the FDA conveyed that data submitted from the Phase I/II studies of AMT-130 are currently unlikely to provide the primary evidence to support a BLA submission. uniQure is carefully evaluating the feedback and plans to urgently request a follow-up meeting with the FDA to take place in the first quarter of 2026"
X Link 2025-12-04T12:14Z 10.5K followers, 7389 engagements

"$vera $xbi near non-stop buying"
X Link 2025-12-05T16:10Z 10.5K followers, 2945 engagements

"$KYMR $xbi I do not believe that Monday mornings Phase 1b BroADen update on XXX will be well received by the market. If any selloff is overdone I may restart a long position in $kymr"
X Link 2025-12-06T17:05Z 10.5K followers, 5583 engagements

"$XBI 👀 Pure speculation but with RFKJ having recently one-on-oned with Pazdur and the building crescendo of tRump admin unease with Makary and the current state of the FDA (lack of notice provided for Prasads ridiculous vaccine Email-All re: vaccines) wouldnt it be a plot twist and a half if the MAHA madman gives Makary the boot and replaces him with Pazdur at the helm of FDA"
X Link 2025-12-07T23:57Z 10.5K followers, 7193 engagements

"$WVE $xbi Im going to guess that pre market activity currently +40% subsides but lots of numbers in the PR I believe that the one market is reacting to the most is the diminutive but present total decrease in weight. FDA guidance on obesity Tx is that any candidates principally addressing body mass composition (fat v. lean) must also lead to overall weight loss in its own right. $regn didnt do it $srrk didnt do it $WVE just did"
X Link 2025-12-08T12:45Z 10.5K followers, 5322 engagements

"$kymr giving $alny vibes the shops going to make this too big to fail"
X Link 2025-12-08T12:53Z 10.5K followers, 3281 engagements

"$GPCR With the quickness and love it cash it up ready to go it alone but Make your best offer otherwise"
X Link 2025-12-08T21:19Z 10.5K followers, 2634 engagements

"i've dun the math and if $kymr is nearing $5B mcap $nktr shud be $X bajillion"
X Link 2025-12-08T22:30Z 10.5K followers, 4055 engagements

"@adamfeuerstein chicken was the best that they could do disgusted"
X Link 2025-12-08T23:01Z 10.5K followers, 1087 engagements

"Sheesh turning into a tidal $wve"
X Link 2025-12-09T19:38Z 10.5K followers, 2917 engagements

"$VERA Very strong pricing and a rather modest raise amount. 🔥"
X Link 2025-12-10T02:13Z 10.5K followers, 3654 engagements

"$ABVX Always caveating that 13Fs are backward looking the latest batch show that unsurprisingly many many funds entered or increased positions in $ABVX. Darwin/Abhishek we already knew about however two other notables: Point72 with a very sizable add now owners of XXXX% of $ABVX outstanding. And BVF with a new position at X% of portfolio. Interesting to me because the V is for value and Lampert more often a Seller after large increases in share price 🤔"
X Link 2025-11-16T16:35Z 10.5K followers, 18.3K engagements

"$NVS with a great job of negotiating against themselves. And look at the timing of $RNA secondary. They were playing hardball to get that last $2/share. Good game all"
X Link 2025-11-24T22:56Z 10.5K followers, 3848 engagements

"$BMY should and needs to buy $TERN I will do my part by parting with my shares for a healthy premium"
X Link 2025-12-08T21:22Z 10.5K followers, 5134 engagements

"Does $LNTH want it all $RADX"
X Link 2025-10-15T11:05Z 10.5K followers, 8977 engagements

"$MRUS 14D9 filed Multiple bidders for $MRUS / petosemtamab and $GMAB won out. Quite a competitive process: $xbi"
X Link 2025-10-21T17:58Z 10.5K followers, 6250 engagements

"$MDGL Recommend listening to this podcast interview of $MDGL CFO Mardi Dier. A reminder that classy people make up classy companies and the likes of Sibold attract like"
X Link 2025-11-12T01:21Z 10.5K followers, 2352 engagements

"$ABVX is my largest holding followed by: X. $BBIO X. $CYTK X. $CTMX"
X Link 2025-11-24T12:27Z 10.5K followers, 15.5K engagements

"$abvx its nothing folks"
X Link 2025-12-11T16:13Z 10.5K followers, 2817 engagements

"just discovered UberEats. do people know about this pretty convenient"
X Link 2025-12-11T19:52Z 10.5K followers, 1538 engagements

"$SRPT $ARWR Having achieved the pre-specified patient enrollment target a second milestone payment of USD$200 million will be made to Arrowhead Pharmaceuticals within XX days"
X Link 2025-11-24T12:33Z 10.5K followers, 8708 engagements

"$XBI Caution words: promising ad hoc encouraging unprecedented directionally positive relatively"
X Link 2025-12-08T22:55Z 10.5K followers, 4486 engagements

"$CRBP In the dedicated obese MAD cohort (150 mg QD) all CRB-913-treated participants (n=9) and none in the placebo group (n=3) experienced weight loss. The CRB-913-treated participants achieved a mean XXX% placebo-adjusted weight loss by Day XX. Individual participant weight loss ranged from XXX% to 4.3%. Weight loss started early and deepened with time. Notably several participants treated with CRB-913 reported reduction in food-related thoughts and cravings. Placebo-adjusted weight loss was also seen in healthy non-obese participants in the XX mg and XXX mg MAD cohorts"
X Link 2025-12-11T12:06Z 10.5K followers, 5444 engagements

"$rytm $slno Great stuff from BalaBio here:"
X Link 2025-12-11T18:52Z 10.5K followers, 6316 engagements

"$BCRX FDA has approved New Drug Application (NDA) for the use of an oral pellet formulation of once-daily ORLADEYO(berotralstat) for prophylactic therapy in pediatric patients with hereditary angioedema (HAE) aged X to XX years"
X Link 2025-12-12T12:08Z 10.5K followers, 1906 engagements