@basadomente Avatar @basadomente basame

basame posts on X about $abvx, $lly, $soc, in the 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 37.74% finance 18.87% currencies 6.6% countries 5.66% celebrities 4.72% travel destinations 1.89% technology brands 1.89% luxury brands 0.94% fashion brands 0.94%

Social topic influence $abvx #16, $lly #114, $soc 7.55%, in the 5.66%, $nktr 4.72%, strong 4.72%, $azn 4.72%, acquisition 4.72%, seedance 4.72%, $sny 3.77%

Top accounts mentioned or mentioned by @mahasr199 @bioadvo @grok @amaymd @markgadala @justkissmyrezpe @cluelessbio @taintslapp12283 @ddgeopolitics @iancarrollshow @bannonswarroom @spandrell4 @beaverd @sullycnbc @bwlh @keisan15 @miketheking1517 @johnhyatt @dissidentmedia @joshwalkos

Top assets mentioned Abivax SA (ABVX) Eli Lilly and Company (LLY) Sable Offshore Corp. (SOC) AstraZeneca PLC (AZN) Synthetify (SNY) Incyte Corporation (INCY) Merck & Co., Inc. (MRK) Ocular Therapeutix, Inc. (OCUL) AbbVie Inc (ABBV) Novo-Nordisk (NVO) Metsera, Inc. (MTSR) Kymera Therapeutics, Inc. (KYMR) Ventyx Biosciences, Inc. (VTYX) Revolution Medicines, Inc. (RVMD) Amazon.com, Inc. (AMZN) Crocs, Inc. (CROX) Cidara Therapeutics, Inc. (CDTX) DoorDash Inc. (DASH) Alphabet Inc Class A (GOOGL) PSYOP (PSYOP)

Top Social Posts

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

"@IanCarrollShow @Bannons_WarRoom that sure looks like a (partial) client list"
X Link 2025-11-13T05:36Z [---] followers, 11.6K engagements

"I caught up on the $OCUL $SNY story to see if there was any readthrough to their $ABVX reporting. There was a ton of FUD after the article accusing La Lettre of being a pump and dump operation that is just manipulating stocks. (Or being manipulated by a pump n dumper.) While I'm not an expert in $OCUL after reviewing the story myself I find it to be credible when read properly. Couple points: -With rumor mill / insider story operations like La Lettre Betaville etc. you have to read between the lines. There is usually some element of truth backing their articles but if you read too much into"
X Link 2026-01-17T18:21Z [---] followers, [----] engagements

"$ABVX hang this slide up in a museum"
X Link 2026-01-29T17:36Z [---] followers, 27.8K engagements

"@spandrell4 Its an underrated whitepill"
X Link 2026-02-13T00:56Z [---] followers, [---] engagements

"RT @beaverd: so far I've found about $90 billion of likely fraudulent payments just from 0.16% of the providers in the data set released"
X Link 2026-02-14T00:30Z [---] followers, [----] engagements

"RT @SullyCNBC: My gosh. e.coli levels in the river near the sewage spill site are massively over acceptable limits and regulators urge peo"
X Link 2026-02-15T01:44Z [---] followers, [---] engagements

"RT @BWLH_: Its largely incompetent blacks especially running DC Water. We have been an unserious nation for so long turning key infrastr"
X Link 2026-02-15T07:58Z [---] followers, [--] engagements

"really like $INCY as a buyer for $NKTR. the dual opzelura + rezpeg scripts basically write themselves as you get immediate + long term relief. ideally matches the slower acting profile of rezpeg. can $INCY afford it though yes if they act fast. but if $NKTR posts strong AA ph2 and AD ph2 maintenance it probably gets out of reach for them . otoh $NKTR faces a lot of competition and should be well motivated to do a deal . The case for $INCY to acquire $NKTR Their major revenue driver Jakafi ($3B) expires in [----]. Need new blockbuster. They have presence in AtD via Opzelura topical cream for"
X Link 2025-11-17T21:34Z [---] followers, [----] engagements

"$INCY should buy $NKTR for cheap and fire all the severely overpaid execs besides JZ"
X Link 2025-12-19T21:17Z [---] followers, [----] engagements

"was reading the $KYMR investor deck and noticed this slide. uh oh Skyrizi . $ABBV $ABVX"
X Link 2026-01-01T21:35Z [---] followers, [----] engagements

"btw why isn't $SNY bidding for $ABVX are they retarded $16B EUR would be a steal for the future of IBD they get to keep it "in house" national pride etc. while also bypassing all the Bercy nonsense that $LLY is currently dealing with. $OCUL some dry powder there https://t.co/MNIGrO6ym1 $OCUL some dry powder there https://t.co/MNIGrO6ym1"
X Link 2026-01-17T18:36Z [---] followers, [----] engagements

"$ABVX i'm afflicted with myopic bagholdervision but the $VTYX 14a background section very much reads to me like "no one gave a shit about NLRP3 program $LLY saw a cheap way to buy s1p combo drug" . they couldn't even get call backs from most big pharmas even $SNY ghosted them at the end . https://ir.ventyxbio.com/static-files/851d0d11-c3df-45ad-bd4b-c09938638230 https://twitter.com/i/web/status/2014555005777215520 https://ir.ventyxbio.com/static-files/851d0d11-c3df-45ad-bd4b-c09938638230 https://twitter.com/i/web/status/2014555005777215520"
X Link 2026-01-23T04:25Z [---] followers, [----] engagements

"$ABVX maybe I missed it before but here is the ECCO anti-fibrotic abstract. This is preclin and way over my head but the effect sizes look meaningful. "Abstract Background Obefazimod (Obe) is an oral first-in-class enhancer of the anti-inflammatory microRNA miR-1241 showing efficacy and safety in ulcerative colitis (UC) patients2-4. A major complication of chronic inflammation in inflammatory bowel disease (IBD) is fibrosis particularly in Crohns disease (CD). To date no efficacious anti-fibrotic treatment for IBD patients is available. As miR-124 is reduced in fibrotic tissue and can"
X Link 2026-01-23T19:32Z [---] followers, [----] engagements

"$ABVX a Monday without a +-20% swing say it ain't so . key excerpt from today's La Lettre article: ". the executives of Abivax . explained that their biotech company was not required to inform either the French regulatory authorities or the public of any discussions prior to the announcement of a formal agreement. That said it is not uncommon for an acquirer to contact the French regulatory authorities in advance the analysts write in English." Marc is not going to comment on the rumors. One day we will just wake up to a PR and ABVX gone. (Although it will take 3-4 months to close.)"
X Link 2026-01-26T21:54Z [---] followers, [----] engagements

"$ABVX next to its companion slide. These two slides are making a very subtle but pretty neat point. How does the maintenance phase of the ph3 UC trial work At the end of the induction phase drug responders are re-randomized into either pbo 25mg or 50mg obe withdrawal is observed and then the key measurements are taken at wk44. "How could it go wrong" you might ask. What if the drug did such a good job of treating these responders in the induction phase that our patients who got randomized into pbo are still seeing benefits at the end of wk44 and we get an artificially high pbo delta as a"
X Link 2026-01-29T17:56Z [---] followers, [----] engagements

"Had a look at $LLY drug portfolio and theyre so heavily stacked in obesity/diabetes that obe would become their 2nd biggest category. It wont be a 100b+ seller like their obesity drugs but it would be some nice diversification for them. No way they miss out on $ABVX unless French govt blocks or $ABVX board gets too greedy. $ABVX some points for $AZN over $LLY for AZN: -not Murican reduced Trump risk factor -CEO already besties with Marc bought his last co. -CEO French. -obe actually matters to them would likely become their #1 drug. whereas for $LLY it's a nice-to-have free money revenue"
X Link 2026-01-29T22:05Z [---] followers, [----] engagements

"throwback to when $LLY's $MORF acquisition miserably failed in UC last year. Maybe rather than buying a dozen ph1 shitcos for "cheap" (except not because they all fail) they should try buying the real deal next time $ABVX I had a reminder set to check $LLY quarterly deck in Q3 to see if they would advance or DC their $MORF program in UC because this would have read-through to $ABVX. New data today show that $MORFs drug is going to be discontinued. Flop. $ABVX scarcity value just went up even https://t.co/oyO52H4mjY I had a reminder set to check $LLY quarterly deck in Q3 to see if they would"
X Link 2026-01-31T22:27Z [---] followers, [----] engagements

"@keisan_15 $MRK does have more synergy and would be a more logical than $AZN just sayin plus theyre actually willing to bet big unlike $LLY chuds"
X Link 2026-02-04T00:25Z [---] followers, [----] engagements

"sounds pretty plausible to me that $MRK sent a few BD and science folks to do a quick 48hr dd + meet with Bercy to get the scoop on what requirements France is asking to buy $ABVX. $LLY is dragging their feet + scared/too cheap/indifferent. (have they ever done a $10B+ acquisition not recently at least.) So maybe Daddy $MRK fresh off of getting blue balled by $RVMD and with $30b in unused ammo gets an invite from $ABVX bankers to hop in . - they have more synergy than $AZN - they have more need for revenue than $LLY due to patent cliffs - and they're actually willing to bet big . if they're"
X Link 2026-02-04T19:48Z [---] followers, [----] engagements

"$LLY turns out buying dozens of shitcos for $1b a pop can be pretty expensive when they fail at a 95%+ rate . https://www.fiercebiotech.com/biotech/lilly-drops-3-pipeline-drugs-including-gene-therapy-1b-prevail-buyout https://www.fiercebiotech.com/biotech/lilly-drops-3-pipeline-drugs-including-gene-therapy-1b-prevail-buyout"
X Link 2026-02-05T07:02Z [---] followers, [---] engagements

"imo they're dual tracking but it makes no sense to wait for maintenance as I doubt they'll get much more even with blockbuster results. air pretty thin in the 20b+ range and big pharma hasn't exactly been clamoring to buy it below 20b. they could delude themselves into thinking this will raise bids though"
X Link 2026-02-05T21:59Z [---] followers, [---] engagements

"@mahasr199 @bioadvo yea theres too much risk + not enough appetite to do deals that size especially for a single drug company. If RVMD couldnt get 30b no way ABVX can. Either deal now or go solo imo"
X Link 2026-02-05T23:26Z [---] followers, [---] engagements

"@miketheking1517 @grok Bannon was a WoW gold farmer 😭"
X Link 2026-02-08T01:47Z [---] followers, [---] engagements

"RT @John__Hyatt: NEW: Epstein emails show how billionaire financier Leon Black founder of Apollo relied on the convicted sex offender to"
X Link 2026-02-08T08:56Z [---] followers, [---] engagements

"RT @DissidentMedia: Epstein going into a SCIF should be the final nail in the coffin for people who still pretend he wasnt working as an i"
X Link 2026-02-08T23:08Z [---] followers, [---] engagements

"RT @JoshWalkos: If you have money and power you can literally get away with raping a [--] year old. the judge who sentenced the heir to the"
X Link 2026-02-08T23:09Z [---] followers, [----] engagements

"RT @58bugeye: Trump will not attend the Super Bowl because he cant take being booed mercilessly. He has canceled the F-22 flyover because"
X Link 2026-02-09T01:18Z [---] followers, [----] engagements

"RT @brucefenton: This is the guy who led the Trump Transition Team and who required an Israel Loyalty Pledge before hed let Trump hire a"
X Link 2026-02-09T02:34Z [---] followers, [---] engagements

"RT @PiperK: Yep. Steve Bannon became a "media" figure so he wouldn't have to register as a foreign agent. Jeffrey Epstein gave him this adv"
X Link 2026-02-09T05:28Z [---] followers, [----] engagements

"RT @ripplebrain: "Anakin Jeffery Epstein was evil" "From my point of view the goyim are evil""
X Link 2026-02-10T00:48Z [---] followers, [---] engagements

"RT @minordissent: They are goy cattle and im tired of pretending theyre not"
X Link 2026-02-10T08:11Z [---] followers, [---] engagements

"RT @solisolsoli: Loyalty [----] by Briton Rivire"
X Link 2026-02-10T18:25Z [---] followers, [----] engagements

"RT @NatureUnedited: This is a giant phantom jellyfish that was spotted in Monterey Bay California approximately 3200ft (975m) beneath the"
X Link 2026-02-10T19:45Z [---] followers, [----] engagements

"RT @johnAGI168: 🔪🔪🔪 Seedance 2.0😱 Seedance [---] prompt 👇 Neo-Chinese Wuxia"
X Link 2026-02-10T20:04Z [---] followers, [--] engagements

"RT @JoeCool_15: My father was an alcoholic and I didn't drink at all in my teens in my 20s and mostly in my 30s. And then in my mid 30s"
X Link 2026-02-11T03:34Z [---] followers, [---] engagements

"RT @archaeologyart: Greek Gold Bracelet with Agate Goat Terminals 5th Cen. BC"
X Link 2026-02-11T05:18Z [---] followers, [---] engagements

"RT @A_May_MD: Tbh doesnt seem like $NVO or $LLY have responded adequately to the out of the gate rocket signal we are seeing for oral laun"
X Link 2026-02-11T19:03Z [---] followers, [--] engagements

"RT @markgadala: Seedance [---] is now Seinfeldmaxxing. Wild. https://x.com/itspoidaman/status/2021409465355075655/video/1 https://x.com/itspoidaman/status/2021409465355075655/video/1"
X Link 2026-02-11T19:07Z [---] followers, [---] engagements

"RT @markgadala: Seedance [--] is too good to be true. My prompt was literally "a high quality shampoo ad for women" 90% of ad agencies will"
X Link 2026-02-11T20:24Z [---] followers, [---] engagements

"RT @123skely: yeah ima get banned for sure. SeeDance [---] is insane"
X Link 2026-02-11T21:08Z [---] followers, [---] engagements

"RT @LinusEkenstam: Is Disney cooked for real How much time and money do you think it would have taken a team to do this the traditional"
X Link 2026-02-11T21:09Z [---] followers, [---] engagements

"RT @gokayfem: Seedance [---] to Seedance [---] quality jump is insane"
X Link 2026-02-11T21:10Z [---] followers, [--] engagements

"@beechinour cope. nike does not use attractive whites in ads"
X Link 2026-02-11T21:16Z [---] followers, [---] engagements

"all the execs at $AMZN who allow AWS region disparity should be fired"
X Link 2026-02-12T02:37Z [---] followers, [---] engagements

"$CROX nice move but feel like the pod boys gonna reshort it. HeyDude still dead (-16.9% yoy wholesale -40.5%) Intl sales of Crocs good (+14.1% yoy). Still dirt cheap but needs tariff relief next week to change the narrative"
X Link 2026-02-12T18:29Z [---] followers, [---] engagements

"so $CDTX and $MTSR provoked major bidding wars but the new SoC in IBD went out peacefully Unlikely $ABVX"
X Link 2026-01-04T21:51Z [---] followers, [----] engagements

"door still open since $NKTR botched the AA trial. Negligent for $INCY to not toss out a $2.5b bid here really like $INCY as a buyer for $NKTR. the dual opzelura + rezpeg scripts basically write themselves as you get immediate + long term relief. ideally matches the slower acting profile of rezpeg. can $INCY afford it though yes if they act fast. but if $NKTR posts strong AA really like $INCY as a buyer for $NKTR. the dual opzelura + rezpeg scripts basically write themselves as you get immediate + long term relief. ideally matches the slower acting profile of rezpeg. can $INCY afford it though"
X Link 2026-02-10T21:51Z [---] followers, [----] engagements

"@justkissmyRezpe $INCY drops the lawsuit $LLY stops shittalking the ISRs. Win win"
X Link 2026-02-11T00:39Z [---] followers, [---] engagements

"RT @mattforney: Remember two years ago when some retarded Indian sailors crashed into a bridge near Baltimore and destroyed it (It's inexp"
X Link 2026-02-13T06:57Z [---] followers, [---] engagements

"$GOOG rolling out Waymo in ATL what could go wrong Waymo hiring DoorDash drivers to close car doors in Atlanta (Spotted on Reddit) Really putting the "Door" in DoorDash https://t.co/HjAutrPB4c Waymo hiring DoorDash drivers to close car doors in Atlanta (Spotted on Reddit) Really putting the "Door" in DoorDash https://t.co/HjAutrPB4c"
X Link 2026-02-13T07:10Z [---] followers, [---] engagements

"@Terenceshen China would just execute these goyim if roles were reversed"
X Link 2026-02-14T01:03Z [---] followers, [---] engagements

"@cryptolyxe The Goylden Age of America"
X Link 2026-02-14T01:13Z [---] followers, [--] engagements

"psyop by $LLY obv. Reta sales 🚀 Bro how does he already have a New York Times feature He has to be a created player. Think about it he started streaming like three months ago. Then he literally killed someone with a car two weeks ago and then got arrested for drugs and got all the charges dropped by the Bro how does he already have a New York Times feature He has to be a created player. Think about it he started streaming like three months ago. Then he literally killed someone with a car two weeks ago and then got arrested for drugs and got all the charges dropped by the"
X Link 2026-02-14T03:42Z [---] followers, [---] engagements

"RT @gg_scaramanga: Not only did Sandy Berger fly to Epstein island two weeks after his conviction Apparently ONE day after his sentencing"
X Link 2026-02-14T07:26Z [---] followers, [---] engagements

"RT @kane: San Francisco public schools superintendent Maria Su during a deficit paid equity consultant @JoeCFeldman $182k to suggest ma"
X Link 2026-02-14T08:02Z [---] followers, [---] engagements

"RT @A_May_MD: $NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN"
X Link 2026-02-14T18:51Z [---] followers, [--] engagements

"RT @izzygirl86: Un Japn de [--] millones de japoneses tiene bastante ms futuro que un Japn de [---] millones de filipinos y pakistanes"
X Link 2026-02-15T08:00Z [---] followers, [---] engagements

"@BasedSamParker @MattWalshBlog no no you're supposed to come together for Israel bro"
X Link 2025-09-12T04:56Z [---] followers, [----] engagements

"@midnitelunch @wigger"
X Link 2025-09-21T02:51Z [---] followers, [----] engagements

"@asukagrypr [--] Nick vs [---] egirls"
X Link 2025-09-24T01:27Z [---] followers, [----] engagements

"$SOC You look at our tankers and believe me I know tankers Ive seen a lot of tankers theyre huge. So huge the ocean looks small next to them. Other countries Theyve got dinghies folks little rowboats. Sad"
X Link 2025-09-26T17:07Z [---] followers, [----] engagements

"@AtRealBen @NickJFuentes for me it's the "anyway""
X Link 2025-09-27T05:51Z [---] followers, 10.8K engagements

"$SOC live look at Oprah's backyard"
X Link 2025-09-29T20:59Z [---] followers, [----] engagements

"$SOC I'm not a fan of the tanker option but some key info from slides. Tax savings + LFC opex savings may offset the incremental cost of FPSO. Also 100mm capex is not that bad can raise that with minimal dilution or perhaps a non-dilutive loan"
X Link 2025-09-29T21:23Z [---] followers, [----] engagements

"$SOC fyi the Anderle appeal case is still active. Next update due on 11/14/2025. But it will likely be moot after Sable wins in court next week"
X Link 2025-10-07T18:21Z [---] followers, [----] engagements

"$SOC 598.6k calls and 181.6k puts OI plus roughly 16mm shares short on a stock with 99mm shares out and float more like 70mm. Absolute powderkeg if anything bullish happens . 💥😱"
X Link 2025-10-08T03:41Z [---] followers, [----] engagements

"@ImperiumFirst Dysgenic and nonwhite take"
X Link 2025-10-10T08:25Z [---] followers, [----] engagements

"@Matt_vlietstra Brother robots havent even started yet. Robots will make all these other bubbles look like a bear market"
X Link 2025-10-13T20:32Z [---] followers, 12.5K engagements

"$SOC Dintzer made good arguments the law and facts are very clear but the fix was in. Political decision not legal one"
X Link 2025-10-15T22:54Z [---] followers, [----] engagements

"@dog99_cat @EricLDaugh Its proof that literal brain damage improves libtard cognition"
X Link 2025-10-23T03:10Z [---] followers, [----] engagements

"@BjorkBrodern Why We should respect them for defeating us"
X Link 2025-10-25T11:09Z [---] followers, 16.2K engagements

"@forallcurious"
X Link 2025-11-03T04:07Z [---] followers, [----] engagements

"$NKTR rezpeg looking like a monster asset"
X Link 2025-11-07T22:33Z [---] followers, [----] engagements

"$ABVX taking a look at an rNPV model for this and catching up on some old analyst notes. If you start assigning a high PoS in Crohn's that's when you can start to get some pretty crazy numbers. Crazy enough to justify a "reckless" bidding war "
X Link 2025-11-25T22:19Z [---] followers, [----] engagements

"yes $ABVX has been covered ad nauseam but on a day like this where biotech got mauled I found a few things interesting in re-watching this video. Marc is giving away a few interesting details here: 1) Dissatisfaction with current treatment options is high - only 5% of patients remain on the same drug long term. Obe's high tolerability efficacy and durability implies it can achieve strong market share. 2) They are looking into combo trials with oral IL-23r (PTGX / JNJ) and oral 47s (MORF / LLY). Not only that they've received inbound interest in running combo trials from preclinical /"
X Link 2025-12-01T23:48Z [---] followers, [----] engagements

"$ABVX the most obvious and highly competitive buyout candidate ever for a new SoC drug in a year where big pharma is loaded with ammo and desperate to survive patent cliffs. And you are projecting a reasonable price"
X Link 2026-01-02T20:51Z [---] followers, [----] engagements

"$ABVX so $AZN $JNJ $SNY $PFE $RHHBY hell even $ABBV $MRK gonna let a franchise drug slip through the cracks for less than $20b"
X Link 2026-01-12T07:14Z [---] followers, [----] engagements

"$ABVX will likely be required to comment due to French anti market manipulation laws. So get ready for another round of panic"
X Link 2026-01-12T16:53Z [---] followers, [----] engagements

"$ABVX btw you can make a Bayesian model for ph3 maintenance using the existing information from ph2 and ph3. the expected rate of a good result should be VERY high (does big pharma know this current rumored bid would indicate not .)"
X Link 2026-01-16T16:56Z [---] followers, [----] engagements

"$LLY Dave Ricks realizing he will have to pay a $70mm Abitax to buy $ABVX. ("That's more than our next shitco acquisition") $ABVX French govt is on pace to generate $288mm in tax revenue this year from trading alone Why bother approving a buyout when you can just tax it to zero https://t.co/O5S47NypP5 $ABVX French govt is on pace to generate $288mm in tax revenue this year from trading alone Why bother approving a buyout when you can just tax it to zero https://t.co/O5S47NypP5"
X Link 2026-01-16T22:41Z [---] followers, [----] engagements

"If not $LLY who would be the next most likely and capable acquirer for $ABVX AZN JNJ Other TAK AZN JNJ Other TAK"
X Link 2026-01-18T19:41Z [---] followers, [----] engagements

"@Agent0088156721 @wyv_123 LLY leaks or ABVX leaks doesn't make a ton of sense either party would leak LLY as a name if they're not in the lead "
X Link 2026-01-18T23:37Z [---] followers, [---] engagements

"$ABVX three parties that would benefit from a quick sale: 1) ABVX execs. As others have mentioned they have a special stock incentive bonus in the event of sale worth approx $400m. It expires at a certain unknown date. (Perhaps early 2027) 2) ABVX investor and board member Sofinnova. As we painfully learned recently their fund structure requires them to sell some holdings every quarter from here on out. If they continue selling at the current rate they lose about $80m every quarter the company is not sold. 3) Big pharma. Due to obefazimods history as an AIDS treatment a large chunk of its"
X Link 2026-01-19T16:37Z [---] followers, [----] engagements

"@cluelessbio Rezpeg is good but the mgmt is that bad and its basically doa with $CRVS results today"
X Link 2026-01-20T17:40Z [---] followers, [---] engagements

"$ABVX if you can't read between the lines of today's denial it might actually be over for you"
X Link 2026-01-20T18:39Z [---] followers, [----] engagements

"$ABVX starting to think $LLY loses this deal to $AZN because of Trump "
X Link 2026-01-20T19:34Z [---] followers, [----] engagements

"$ABVX $ABVX Did you notice how @lalettre_fr describes Eli Lilly today "American predator Eli Lilly" I guess the "charm offensive" as it was described earlier lacked charm $ABVX Did you notice how @lalettre_fr describes Eli Lilly today "American predator Eli Lilly" I guess the "charm offensive" as it was described earlier lacked charm"
X Link 2026-01-20T20:38Z [---] followers, [----] engagements

"$ABVX some points for $AZN over $LLY for AZN: -not Murican reduced Trump risk factor -CEO already besties with Marc bought his last co. -CEO French. -obe actually matters to them would likely become their #1 drug. whereas for $LLY it's a nice-to-have free money revenue derisker. but it will never be material vs. tirz sales. -LLY may just not care. Ricks content being "the tirz guy" and can just call it a career and continue on the podcast tour. -LLY can just say "actually tirz cures everything" and they're not that wrong tbh. -LLY known to be cheap bastards. against AZN: -LLY still has way"
X Link 2026-01-21T18:03Z [---] followers, [----] engagements

"$ABVX from the Reuters article earlier this week: While it is possible that a company contemplating an acquisition of any French-based company could have met with the ministry to understand the process the actual review process would not begin until after a deal would be announced he said. You think LLY execs did a two day trip to Paris for a casual info session Pretty sure they got plenty of lawyers and bankers who can explain it to them over a zoom call https://twitter.com/i/web/status/2014218225907642755 https://twitter.com/i/web/status/2014218225907642755"
X Link 2026-01-22T06:07Z [---] followers, [----] engagements

"sure $ABVX may have a drug with breakthrough efficacy safety and convenience. But hows their GDPR compliance 🤨 Met with a founder here in Germany He's looking to raise a 25k seed round for his startup I asked if he had customers Nope A working product Not yet A go-to-market strategy No What do you have I asked He pulled a thick [---] page binder out of his fine leather Met with a founder here in Germany He's looking to raise a 25k seed round for his startup I asked if he had customers Nope A working product Not yet A go-to-market strategy No What do you have I asked He pulled a thick [---] page"
X Link 2026-01-24T18:11Z [---] followers, [----] engagements

"$ANF can i get a quick rundown on past month pod boys reloaded their short"
X Link 2026-01-25T23:50Z [---] followers, [---] engagements

"@Taintslapp12283 LLY has to prove GDPR compliance to the EU before they can make an offer. protip: they can't"
X Link 2026-01-27T18:06Z [---] followers, [---] engagements

"@cluelessbio They can get way more than $1b/yr in AA if they get 30-40%. Big market expansion possible since the only option currently is JAK. Problem is whether they can run the trial properly next time"
X Link 2026-01-27T18:24Z [---] followers, [---] engagements

"@mahasr199 @Taintslapp12283 LLY is addicted to shitcos they cant help it"
X Link 2026-01-27T20:53Z [---] followers, [--] engagements

"@LaminarRed Was a huge mess for them getting this deal done with parliament members vocally protesting etc. An American company could see this and easily walk away as well"
X Link 2026-01-28T08:00Z [---] followers, [---] engagements

"To any of my followers who are software engineers - have you used coding agents Im a bit behind the curve on these trying to figure out what is real vs. bullshit"
X Link 2026-01-28T20:30Z [---] followers, [---] engagements

"@mahasr199 get these boomers on tirzepatide booster shots asap"
X Link 2026-01-29T22:08Z [---] followers, [---] engagements

"@AshDerouin super interesting nice find. that 14a was a brutal read showcases the principle of "companies are bought not sold" that Marc harps on constantly"
X Link 2026-01-30T19:28Z [---] followers, [--] engagements

"@DD_Geopolitics @grok tf is a grundoon"
X Link 2026-02-02T00:57Z [---] followers, 147.1K engagements

"@grok @DD_Geopolitics does anyone else use this as a derogatory term. is there evidence of Bannon using it in this way elsewhere"
X Link 2026-02-02T00:59Z [---] followers, 30.4K engagements

"@bioadvo Marc did botch the Cincor buyout trying to haggle over nothing so could be a repeat situation tbh "
X Link 2026-02-05T22:03Z [---] followers, [---] engagements

"Yea I just dont find it too plausible that if Lilly/AZN is too cheap to do a deal now that theyre suddenly going to be like ok heres another $2-4b if maintenance data is strong. Were still (barely) within the plausible window of LLY working things out with French govt so hopefully neither side has walked away yet https://twitter.com/i/web/status/2019551780518941087 https://twitter.com/i/web/status/2019551780518941087"
X Link 2026-02-05T23:20Z [---] followers, [---] engagements

"$ABVX since there's been a lot of fud around La Lettre's reporting here's what La Tribune wrote last month "But will Eli Lilly have to fight for the French company At Bercy Roland Lescures office confirms to us that several pharmaceutical groups are interested in the biotech. It nevertheless says it has no acquisition file at the moment." That aligns with everything we've heard so far. So this is either a well orchestrated conspiracy involving multiple reputable news orgs or something is going on. (recommend using gpt translate) https://archive.is/HkEiw https://archive.is/HkEiw"
X Link 2026-01-16T23:38Z [---] followers, [----] engagements

"ironically $SOC lead lawyer Dintzer is also involved in a lawsuit against $NMM Sable Offshore $SOC is a battleground stock between longs and shorts and so far the shorts have been right. Noticed that a form [--] was filed today by 10% owner Pilgrim Global Advisors for a $14.78 million purchase. Pilgrim was actually a seller earlier and it is interesting to https://t.co/mef7rGHvvq Sable Offshore $SOC is a battleground stock between longs and shorts and so far the shorts have been right. Noticed that a form [--] was filed today by 10% owner Pilgrim Global Advisors for a $14.78 million purchase."
X Link 2025-10-18T02:16Z [---] followers, [----] engagements

"$ABVX board does have strong ties to $NVO the chair was on board of $NVO recently and MdG previously sold Corvidia to them. $NVO also has a history of late and "reckless" bids see $MTSR . $abvx maybe the troll was right and $nvo is buying $abvx This is a huge number of put options. $abvx maybe the troll was right and $nvo is buying $abvx This is a huge number of put options"
X Link 2026-01-07T19:28Z [---] followers, [----] engagements

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