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@doepke_michel
"$NBIX Presents One-Year Data Showing Sustained Efficacy of CRENESSITY (crinecerfont) in Adult Patients at ENDO 2025. Should be supportive for a strong launch. Q2 earnings on Wednesday July 30"
@doepke_michel on X 2025-07-14 13:40:59 UTC 4900 followers, 1271 engagements
"$MRK to acquire $VRNA - many people are just talking about the sales potential in #COPD which is a clear and huge blockbuster opportunity. But #VeronaPharma is running more interesting trials with ensifentrine. $VRTX $REGN" @doepke_michel on X 2025-07-09 11:07:47 UTC 4901 followers, 2586 engagements
"$SNY to acquire Vicebio expanding respiratory vaccines pipeline - upfront payment of $115B with potential milestone payments of up to $450M. #RSV $GSK $MRNA $PFE" @doepke_michel on X 2025-07-22 05:37:14 UTC 4909 followers, 7369 engagements
"What a day for $CTMX - high volume and a strong gain. Interesting slide below - $IMMU (Trodelvy) $IMGN (Elahere) and $SGEN (Padcev) were acquired. $AZN / Daiichi = Enhertu billion $ deal. ADCs still a huge opportunity for big pharma. (Discl.: I own shares of $CTMX)" @doepke_michel on X 2025-05-28 20:45:14 UTC 4878 followers, 4625 engagements
"$LLY FDA approves updated label for Lilly's Kisunla (donanemab-azbt) with new dosing in early symptomatic Alzheimer's disease. $BIIB" @doepke_michel on X 2025-07-09 12:48:36 UTC 4901 followers, XXX engagements
"#Galderma unveils final nine-month data showing lasting efficacy and patient satisfaction with its Injectable Aesthetics portfolio when addressing facial aesthetic changes after medication-driven weight loss" @doepke_michel on X 2025-07-17 06:53:46 UTC 4903 followers, 2843 engagements
"Sino with an interesting move to acquire LaNova for up to $951M. $MRK entered into Exclusive Global License for LM-299 An Investigational Anti-PD-1/VEGF Bispecific Antibody from LaNova Medicines back in November - $588M upfront $BNTX $SMMT $PFE" @doepke_michel on X 2025-07-15 12:58:31 UTC 4900 followers, 2626 engagements
"#Otsuka and #Lundbeck Issue Statement on FDA Advisory Committee Meeting for the Treatment of PTSD. FDA adcomm on Friday voted 10-to-1 against beexpiprazole" @doepke_michel on X 2025-07-21 06:11:09 UTC 4904 followers, 1760 engagements
"Sironax Grants $NVS Exclusive Option to Acquire its Brain Delivery Platform While Retaining Rights to Advance Selected Therapeutic Assets - Sironax to receive up to $XXX million in upfront and near-term payments" @doepke_michel on X 2025-07-09 12:07:19 UTC 4901 followers, XXX engagements
"$PTGX Announces Nomination of PN-477 an Oral and Injectable GLP-1R GIPR and GCGR Triple Agonist Peptide Development Candidate for Obesity. $NVO $LLY $VKTX" @doepke_michel on X 2025-07-01 13:22:46 UTC 4855 followers, 1183 engagements
"$NVS got access to #Pluvicto with the acquisition of #Endocyte back in 2018. This year #Novartis will generate approximately the purchase price with Pluvicto sales alone. Probably one of the best takeovers by Novartis in recent years which has quickly paid off" @doepke_michel on X 2025-07-17 05:55:02 UTC 4904 followers, 6823 engagements
"$CAMX #Camurus new ATH - dip after Q2 results was a clear buying opportunity. Great growth story and broad pipeline. $LLY deal confirmed the potential of the FluidCrystal platform technology" @doepke_michel on X 2025-07-21 07:47:07 UTC 4908 followers, 2252 engagements
"$OSCR Announces Preliminary Financial Results for Second Quarter 2025 and Revises 2025 Guidance" @doepke_michel on X 2025-07-22 10:02:56 UTC 4907 followers, 17.3K engagements
"$ITCI $BPMC $VIGL #Carmot #Capstan - X Women Biotech Leaders Bagging Billions in M&A Dollars" @doepke_michel on X 2025-07-20 16:33:58 UTC 4903 followers, 1719 engagements
"More and more analysts realize the sales potential for #Attruby and the late stage pipeline potential of $BBIO. Today Jefferies initiated the shares of the rare disease company with a "Buy" and PT $XX. As I wrote in January: strong launch can lead to a "massive revaluation"" @doepke_michel on X 2025-07-14 10:34:06 UTC 4872 followers, 2521 engagements
"$QIA $QGEN and $INCY Announce Precision Medicine Collaboration to Develop Companion Diagnostics for Patients With Mutant CALR-expressing Myeloproliferative Neoplasms (MPNs)" @doepke_michel on X 2025-06-15 08:19:15 UTC 4904 followers, 1091 engagements
"$ITCI $SWTX and $BPMC gone. I will add three new commercial stage biotechs to this potential M&A list: $TGTX - MS product: Briumvi $DAWN - Oncology product: Ojemda $BBIO - rare genetic diseases / oncology product: Attruby/Beyonttra" @doepke_michel on X 2025-06-05 10:00:10 UTC 4908 followers, 21.3K engagements
"$COGT positive top-line results from the registration-directed Part X of the SUMMIT clinical trial of bezuclastinib in patients with non-advanced systemic mastocytosis (NonAdvSM). NDA submission to FDA expected by end of 2025. $BPMC $SNY" @doepke_michel on X 2025-07-07 11:16:38 UTC 4904 followers, 1938 engagements
"$AZN Gefurulimab dual-binding nanobody demonstrated statistically significant and clinically meaningful improvement in functional activities of daily living in adults with generalised myasthenia gravis in PREVAIL Phase III trial. $ARGX" @doepke_michel on X 2025-07-24 06:18:21 UTC 4909 followers, XXX engagements
"$LXEO Announces FDA Breakthrough Therapy Designation for LX2006 in Friedreich Ataxia. $BIIB" @doepke_michel on X 2025-07-07 11:01:59 UTC 4904 followers, 1024 engagements
"$GALD #Galderma Delivers Record First Half 2025 Net Sales of XXXXX Billion USD and XXXX% Year-on-Year Growth at Constant Currency Raises Full-Year Top-Line Guidance" @doepke_michel on X 2025-07-24 05:35:34 UTC 4909 followers, XXX engagements
"$BPMC leader in the SM niche acquired by $SNY $VRNA with novel treatment for COPD acquired by $MRK In my opinion the next logical takeover candidate among the commercial stage biotechs is $MDGL. First mover in the field of NASH. Blockbuster in the making. Could be in the same price range. $PFE $BMY $NVS" @doepke_michel on X 2025-07-09 10:41:15 UTC 4871 followers, 6540 engagements
"$SRPT Announces Voluntary Pause of ELEVIDYS Shipments in the U.S" @doepke_michel on X 2025-07-22 05:11:33 UTC 4904 followers, 1287 engagements
"$CORT Submits New Drug Application for Relacorilant as a Treatment for Patients with Platinum-Resistant Ovarian Cancer. $ABBV" @doepke_michel on X 2025-07-14 12:02:34 UTC 4909 followers, 4880 engagements
"#Akeso Announces First Patient Enrolled in the Phase III Trial AK112-312/HARMONi-GI6of Ivonescimab for First-Line Treatment of Advanced Metastatic Colorectal Cancer. $SMMT" @doepke_michel on X 2025-07-16 05:20:12 UTC 4904 followers, 1117 engagements
"$GILD Finalizes Agreement With the Global Fund to Accelerate Access to Twice-Yearly Lenacapavir for HIV Prevention for up to Two Million People in Primarily Low- and Lower-Middle-Income Countries" @doepke_michel on X 2025-07-09 12:02:31 UTC 4908 followers, 1087 engagements
"$VSTM Defactinib with avutometinib in patients with solid tumors: the phase X FRAME trial - data are getting attention. Shares up X% today. (Discl.: I own shares)" @doepke_michel on X 2025-07-02 14:19:41 UTC 4880 followers, 1581 engagements
"Back in December 2019 $SRPT got $1.15B upfront from $RHHBY. Now the marketcap of the company after the 3rd death is just $1.35B. $850M Cash" @doepke_michel on X 2025-07-18 19:17:57 UTC 4900 followers, 1507 engagements
"$MDGL Secures $XXX Million in Senior Secured Credit from Blue Owl Managed Funds to Further Extend Leadership Position in MASH - M&A speculations should be cooling off (temporary)" @doepke_michel on X 2025-07-22 13:08:46 UTC 4909 followers, 3105 engagements
"$URGN Announces Five-Year Long-Term Extension Study of the OPTIMA II Trial Demonstrates Long-Term Durability of Response to ZUSDURI in Patients with Low-Grade Intermediate-Risk Non-Muscle Invasive Bladder Cancer" @doepke_michel on X 2025-07-21 12:01:52 UTC 4909 followers, 4545 engagements
"Bio-Thera Solutions and Hikma Pharmaceuticals Announce FDA Approval of STARJEMZA (ustekinumab-hmny) Injection a biosimilar referencing STELARA (ustekinumab) Injection. $JNJ $FYB" @doepke_michel on X 2025-05-27 06:03:14 UTC 4906 followers, XXX engagements
"$VITR #Vitrolife - Inside the IVF deliberations at the White House as key report nears. Via @seattletimes" @doepke_michel on X 2025-05-19 06:33:41 UTC 4872 followers, XXX engagements
"@OptionsHawk #Sartorius with an cautious outlook today - shares down XX% in Germany. $DHR" @doepke_michel on X 2025-07-22 12:16:53 UTC 4904 followers, XXX engagements
"$PFE Completes Licensing Agreement with 3SBio. $BNTX $SMMT" @doepke_michel on X 2025-07-24 11:02:07 UTC 4909 followers, XXX engagements
"$DHR Reports Second Quarter 2025 Results. Double beat and guidance raised but CFO to retire. Also cautious #Sartorius outlook weigh on the shares" @doepke_michel on X 2025-07-22 10:35:26 UTC 4908 followers, XXX engagements
"Modulation of metabolic inflammatory and fibrotic pathways by semaglutide in metabolic dysfunction-associated steatohepatitis. $NVO $GUBRA $MDGL $VKTX" @doepke_michel on X 2025-07-21 12:54:57 UTC 4903 followers, 1811 engagements
"$CANTA #Cantargia +195% - announces the acquisition of its CAN10 IL1RAP immunology program by Otsuka Pharmaceutical. $33M upfront + up to $580M milestones + earn-out payments from global product sales" @doepke_michel on X 2025-07-15 13:56:10 UTC 4901 followers, 1789 engagements
"$CAI Announces New Study Demonstrating the Power and Clinical Utility of its Caris Assure Blood-Based Assay for Multi-Cancer Early Detection Minimal Residual Disease and Therapy Selection. $GRAL $PSNL" @doepke_michel on X 2025-07-08 10:34:21 UTC 4900 followers, 1305 engagements
"$ABVX #Abivax Announces Pricing of$650M(554M) Public Offering of American Depositary Shares - offering price of$64.00per ADS. Really strong raise shares closed at $XXXXX (+586%) yesterday" @doepke_michel on X 2025-07-24 12:58:56 UTC 4909 followers, XXX engagements
"Quo vadis #NovoNordisk Current analyst estimates imply sales growth of around XX% and operating profit growth of around XX% - P/E XX for '25 and XX for '26. Despite all the headwinds even if Novo Nordisk cancels the upper end of its forecast estimates are unlikely to fall any further. Good risk/reward ratio here imo. $NVO $NOVOB $LLY" @doepke_michel on X 2025-07-18 11:55:07 UTC 4870 followers, 1411 engagements
"#Evotec $EVT weak guidance for 2025: Group revenues expected in the range of XXX XXX m (2024: XXXXX m); R&D expenditures are expected in a range of XX XX m (2024: XXXX m); Adjusted Group EBITDA is expected to reach XX XX m (2024: XXXX m)" @doepke_michel on X 2025-04-17 05:17:08 UTC 4897 followers, 1741 engagements
"$RHHBY update on astegolimab in #COPD. #FAIL $MRK $VRNA $REGN" @doepke_michel on X 2025-07-21 05:40:18 UTC 4909 followers, 2196 engagements
"$SNY announces extension of $BPMC tender offer" @doepke_michel on X 2025-07-17 06:11:16 UTC 4904 followers, 3813 engagements
"$EXEL #Ipsen receives positive CHMP opinion for Cabometyx in previously treated advanced neuroendocrine tumors" @doepke_michel on X 2025-06-20 10:25:39 UTC 4870 followers, XXX engagements
"$MDGL up X% after really important patent news - protection until 2044. Reminds me of $ITCI when the patent overhang was lifted and then a short time later $JNJ acquired the company" @doepke_michel on X 2025-07-16 12:36:11 UTC 4874 followers, 13.2K engagements
"$RHHBY continues strong momentum with X% growth (CER) in the first half of 2025 outlook confirmed" @doepke_michel on X 2025-07-24 05:34:47 UTC 4909 followers, XXX engagements
"$JSPR had $48.8M cash at the end of March. Mcap now below" @doepke_michel on X 2025-07-07 12:07:40 UTC 4872 followers, 2132 engagements
"$PFE $BMY to Offer Blockbuster Blood Thinner at Discount. Maybe $JNJ and $BAYN should do the same with #Xarelto to defend themselves against generic competition" @doepke_michel on X 2025-07-17 10:39:04 UTC 4906 followers, 1473 engagements
"$JNJ $GMAB European Commission approves DARZALEX (daratumumab) as the first licensed treatment for patients with high-risk smouldering multiple myeloma" @doepke_michel on X 2025-07-23 10:03:59 UTC 4909 followers, XXX engagements
"$AZN #Astrazeneca Baxdrostat met the primary and all secondary endpoints in BaxHTN Phase III trial in patients with uncontrolled or treatment resistant hypertension. $CINC acquisition (January 2023) pays off" @doepke_michel on X 2025-07-14 11:05:54 UTC 4871 followers, XXX engagements
"$VRNA buyout today. $BBIO also on my M&A list - #Attruby will be also a clear blockbuster" @doepke_michel on X 2025-07-09 19:36:00 UTC 4872 followers, 3340 engagements
"$ZBH Announces Definitive Agreement to Acquire $MGRM Expanding Robotics Suite with Autonomous Solutions" @doepke_michel on X 2025-07-14 11:32:39 UTC 4900 followers, XXX engagements
"$XBI It is time for a move higher in biotech says Mizuho's Jared Holz $GILD $INSM $BMRN $BBIO" @doepke_michel on X 2025-07-08 14:20:42 UTC 4906 followers, 1745 engagements
"$APOTEA $APOTEA.ST non stop new ATH. What a successful IPO last year #ECommerce #Redcare #DocMorris" @doepke_michel on X 2025-07-23 09:06:15 UTC 4909 followers, 1123 engagements
"$NVO $NOVOB #NovoNordisk - #Amycretin results from a phase 1b/2a randomised controlled study. "High proportion of discontinuations". $LLY $VKTX" @doepke_michel on X 2025-07-11 11:22:57 UTC 4906 followers, 13.6K engagements
"BINGO $RHHBY enters into an exclusive collaboration & licensing agreement with $ZEAL to co-develop and co-commercialise petrelintide as a potential foundational therapy for people with overweight and obesity. $1.65B upfront #Amylin $GUBRA $NVO" @doepke_michel on X 2025-03-12 06:03:02 UTC 4904 followers, 34.4K engagements
"$VSTM moving. Still own the whole position despite the setback below $X. Undervalued imo" @doepke_michel on X 2025-07-18 15:31:58 UTC 4873 followers, 1012 engagements
"$MDGL Receives Notice of Allowance from U.S. Patent and Trademark Office for New U.S. Patent Covering Rezdiffra (Resmetirom)" @doepke_michel on X 2025-07-16 12:01:56 UTC 4873 followers, 9847 engagements
"$MEDP up XX% - new ATH $IQV up XX% $CRL up 11%. CRO companies are back" @doepke_michel on X 2025-07-22 13:42:28 UTC 4908 followers, 1435 engagements
"Finally $MCRB got some attention shares doubled in about three weeks. #Makary effect No company news out there. Own a tiny position" @doepke_michel on X 2025-07-15 13:28:42 UTC 4904 followers, XXX engagements
"$VKTX moving higher after $VRNA buyout touching $XX. Disclaimer below. 👇🥳" @doepke_michel on X 2025-07-09 13:32:17 UTC 4909 followers, 3820 engagements
"#Shionogi puts more than $600M on the table for Swiss biotech's antibiotic program. #BioVersys" @doepke_michel on X 2025-07-02 08:58:02 UTC 4883 followers, XXX engagements
"$MEDP double beat guidance raised. The CRO company signals a turnaround in the order level and the net book-to-bill ratio. Shares up XX% after hours. Positive signal for the whole industry. $CRL $IQV $EVT $GUBRA $DHR" @doepke_michel on X 2025-07-22 06:00:14 UTC 4909 followers, 2731 engagements
"$NBIX shares up XX% after Q1 earnings strong Crenessity launch; guidance reaffirmed" @doepke_michel on X 2025-05-05 20:17:27 UTC 4901 followers, 2847 engagements
"$JSPR down 40%: Reports Clinical Data Update from Briquilimab Studies in Chronic Spontaneous Urticaria. $BPMC $CLDX (I own shares of $CLDX)" @doepke_michel on X 2025-07-07 11:44:37 UTC 4871 followers, 5731 engagements
"$MEDP double beat. The CRO company signals a turnaround in the order level and the net book-to-bill ratio. Shares up XX% after hours. Positive signal for the whole industry. $CRL $IQV $EVT $GUBRA $DHR" @doepke_michel on X 2025-07-22 05:48:06 UTC 4902 followers, XXX engagements
"$GMAB #Genmab Announces Epcoritamab Investigational Combination Therapy Demonstrates High Response Rates in Patients with Relapsed or Refractory (R/R) Diffuse Large B-Cell Lymphoma (DLBCL) Eligible for Autologous Stem Cell Transplantation (ASCT)" @doepke_michel on X 2025-06-15 09:18:00 UTC 4901 followers, 1156 engagements
"$NVO $NOVOB #NovoNordisk CagriSema XXX mg / XXX mg demonstrated XXXX% mean weight reduction in adults with overweight or obesity in REDEFINE X published in New England Journal of Medicine. $LLY" @doepke_michel on X 2025-06-22 13:06:40 UTC 4908 followers, 7851 engagements
"India's Glenmark Pharma soars XX% to record high on $ABBV cancer treatment licensing deal" @doepke_michel on X 2025-07-11 08:54:06 UTC 4906 followers, XXX engagements
"And again good news for the biopharma sector: #Lonza Delivers Strong H1 2025 Performance and Upgrades 2025 Full-Year CDMO Sales and Margin Outlook" @doepke_michel on X 2025-07-23 05:20:03 UTC 4908 followers, 1519 engagements
"$BMY Announces Topline Results from Phase X INDEPENDENCE Trial for Reblozyl (luspatercept-aamt) in Adult Patients with Myelofibrosis-Associated Anemia - did not meet its primary endpoint" @doepke_michel on X 2025-07-18 11:03:15 UTC 4904 followers, 2067 engagements
"$IOVA doubled since Goldman "Sell" rating with a $X PT. 🤪 $REPL" @doepke_michel on X 2025-07-23 13:22:42 UTC 4909 followers, 5019 engagements