[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@PersimmonTI "$PALI hmmmm. determined to cancel its previously adjourned special meeting of stockholders (the Special Meeting) which had been scheduled to reconvene on Friday October XX 2025 at 10:00 a.m. Pacific Time"
X Link @PersimmonTI 2025-10-09T21:43Z 10.2K followers, 7734 engagements

"$AKRO x $NVO This is a highly achievable $6/share CVR contingent on efruxifermin full approval:"
X Link @PersimmonTI 2025-10-09T10:18Z 10.2K followers, 4599 engagements

"No fan of $tsla but"
X Link @PersimmonTI 2025-10-08T16:41Z 10.2K followers, 2775 engagements

"$xbi Does this count as generalist interest"
X Link @PersimmonTI 2025-10-12T16:23Z 10.2K followers, 3187 engagements

"$NAMS $AMGN ( $AKRO ) This is an interesting point but the answer in short is: Yes. Wouldn't be the first castaway that is brought back on board at a much dearer price for big pharma. And another note: if $NAMS obicetrapib is acquired that would make two $AMGN castoffs that were recently acquired for multiple billions. The other. $AKRO efruxifermin now proudly owned by $NVO"
X Link @PersimmonTI 2025-10-13T20:20Z 10.2K followers, 4689 engagements

"$NKTR X. The court is concerned that a jury trial may not be sustainable in current circumstances X. With pre-trial conference vacated On its face these two statements could be perceived as at odds. In order to sustain a jury trial it would make more sense to expedite/stay on track with a pre-trial conference But to square the circle seems to point to both sides $NKTR and $LLY having shown court some indication of wanting to settle before trial but there being an impasse at present with regard to dollar value Likely this dry PACER summary was more lively in person with Judge saying something"
X Link @PersimmonTI 2025-10-14T22:40Z 10.2K followers, 11.7K engagements

"$ETNB $AKRO I am XXX% talking my own book here. But to me it feels like $ETNB was sold by mgmt more than bought. And $RHHBY was the only party that ultimately wanted to shop from the discount aisle"
X Link @PersimmonTI 2025-10-05T13:58Z 10.2K followers, 17.1K engagements

"catching up with biotech hangout and was very interested to learn that one can apparently buy an EGFR x LGR5 bispecific for mere pennies in China. Good to know"
X Link @PersimmonTI 2025-10-04T16:43Z 10.2K followers, 3874 engagements

"$AKRO Roche wanted the discount aisle with $ETNB. $NVO went premium with $AKRO Zalfermin was canned replace it with the potentially best in class first in class efruxifermin. $AKRO taken out by $NVO"
X Link @PersimmonTI 2025-10-09T10:16Z 10.2K followers, 10.2K engagements

"$XBI Let's go for a Takeout Tuesday tomorrow morning folks"
X Link @PersimmonTI 2025-10-13T20:05Z 10.2K followers, 8575 engagements

"$KYMR I liked the setup going into XXX healthy volunteer readout both in valuation and Mainolfis exuberant tells in investor conferences about what the data would likely reveal. I dont like the setup going into XXX phase 1b in AD for the same reasons in reverse"
X Link @PersimmonTI 2025-10-09T00:49Z 10.2K followers, 3838 engagements

"$IMAB Perhaps market waking up to the fact that givastomig could change the SOC in Claudin18.2 positive gastric cancer One of my largest positions"
X Link @PersimmonTI 2025-10-08T13:52Z 10.2K followers, 5896 engagements

"$XBI famine or feast feast or famine"
X Link @PersimmonTI 2025-10-08T14:54Z 10.2K followers, 2269 engagements

"$PFE $xbi Pfizer on current business development capacity and priorities: $XX billion allocated which includes a $X billion drawdown for 3Sbio deal. Likely several smaller deals versus one large one. Areas of interest unchanged: oncology vaccines internal medicine (cardiometabolic obesity) and I&I. "
X Link @PersimmonTI 2025-08-09T15:10Z 10.2K followers, 11.1K engagements

"$CRVS $NOV The leader of Novo Nordisks US operations David Moore to join the Corvus board. Very interesting as long as he isnt in charge of commercial manufacturing of Soquelitinib "
X Link @PersimmonTI 2025-10-02T23:55Z 10.2K followers, 3578 engagements

"$GPCR For those who would like to sift through courtesy @NatureBiotech contained within are the main reasons why I believe $GPCR will form the Structure of a big pharmas nascent obesity plan in the near future whether by buyout or large upfront partnership: "
X Link @PersimmonTI 2025-10-05T14:30Z 10.2K followers, 7751 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 @PersimmonTI 2025-10-05T13:01Z 10.2K followers, 6933 engagements

"$AKRO x $NVO BREAKING: Akero Therapeutics to be Acquired by Novo Nordisk for up to $XXX Billion. $XX Per Share in Cash and CVR of $X Per Share. $xbi"
X Link @PersimmonTI 2025-10-09T10:14Z 10.2K followers, 5985 engagements

"$SRRK The interesting trading in Scholar Rock continues Friday afternoon volume and price action picks up:"
X Link @PersimmonTI 2025-10-05T14:05Z 10.2K followers, 1662 engagements

"$XBI heres to another phonomenal week"
X Link @PersimmonTI 2025-10-05T18:46Z 10.2K followers, 3014 engagements

"$OVID Positive results with a side of wall-crossed financing per the usual Probably why the data PR took a while. "
X Link @PersimmonTI 2025-10-03T11:14Z 10.2K followers, 14.4K engagements

"$BCRX x $ATXS $BCRX will seek strategic alternatives for $ATXS atopic dermatitis asset STAR-0310"
X Link @PersimmonTI 2025-10-14T11:17Z 10.2K followers, 6023 engagements

"$CTMX Interesting close on Friday:"
X Link @PersimmonTI 2025-10-05T13:05Z 10.2K followers, 6514 engagements

"$XBI Rubber stamps lax controls poor accountability. These seem endemic in many $xbi conference rooms:"
X Link @PersimmonTI 2025-10-09T22:33Z 10.2K followers, 2684 engagements

"$SRRK shake it off shake it off"
X Link @PersimmonTI 2025-10-13T11:47Z 10.2K followers, 3287 engagements

"$IMAB And the market continues to wake up especially in light of China tensions potentially easing (tho this is no longer a Chinese company)"
X Link @PersimmonTI 2025-10-13T16:30Z 10.2K followers, 3393 engagements

"$XBI Perhaps apropos of the crypto situation and account wipeouts I challenge the schadenfreude because Ive been there And think Ive learned some lessons (but we will see). One of them: Once youve made money with a diversified as resilient as it can be portfolioits hard to go back to trying anything else"
X Link @PersimmonTI 2025-10-12T14:45Z 10.2K followers, 2135 engagements

"$ARWR interesting"
X Link @PersimmonTI 2025-10-07T12:04Z 10.2K followers, 4110 engagements

"$SLNO Go with Goldman"
X Link @PersimmonTI 2025-10-08T16:21Z 10.2K followers, 3691 engagements

"After $MRUS $AKRO was just about my largest position"
X Link @PersimmonTI 2025-10-09T10:41Z 10.2K followers, 4363 engagements

"$PTGX So a take under then"
X Link @PersimmonTI 2025-10-13T20:12Z 10.2K followers, 5337 engagements

"$XBI Breakthrough Therapy Designations in China and the United States Courtesy @NatRevDrugDisc Of these applications the FDA granted BTD for XXX (39.4%) while the NMPA granted BTD for XXX (27.8%). Of the XXX BTDs granted in China XXX (69.1%) were for domestically developed drugs highlighting the rapid growth of biopharmaceutical innovation in China. The relatively low grant rate by the NMPA suggests that despite interest in using the BTD mechanism in China sponsors may overestimate the clinical value of their products or apply prematurely before having compelling clinical data. Such"
X Link @PersimmonTI 2025-10-12T20:11Z 10.2K followers, 1857 engagements

"$XBI Hello my fellow generalists. Can I interest you in an investment opportunity of which I only recently learned"
X Link @PersimmonTI 2025-10-08T21:20Z 10.2K followers, 3734 engagements

"$NAMS and another:"
X Link @PersimmonTI 2025-10-13T23:46Z 10.2K followers, 3095 engagements

"$NAMS Folks strangely enough a voice in mechanistic support of obicetrapibs effects comes from none other than Nassim Taleb "
X Link @PersimmonTI 2025-10-13T23:44Z 10.2K followers, 5202 engagements

"$XBI What a week. Lots of thoughts to follow over the weekend"
X Link @PersimmonTI 2025-10-10T21:27Z 10.2K followers, 2026 engagements

"$SLNO Adding to Soleno here. And will continue to do so"
X Link @PersimmonTI 2025-10-09T14:30Z 10.2K followers, 2901 engagements

"$AKRO Deep Track Capital LP with a 1357000 share open market add to their $AKRO position making it: - their second largest holding at XXX% of portfolio - XXX% of $AKRO outstanding share count And take a look at Deep Tracks top ten"
X Link @PersimmonTI 2025-10-07T21:12Z 10.2K followers, 9152 engagements

"$XBI There are shorts and then there are shorts. A priori short authors who point out the perceived flaws of a biological and/or methodological approach are valuable imho. Some of my favorite examples: @TCellEngager @Buffalo51766917 @anthonystaj"
X Link @PersimmonTI 2025-10-12T13:50Z 10.2K followers, 5956 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 @PersimmonTI 2025-10-13T14:29Z 10.2K followers, 7736 engagements

"These results are pretty much correct though why Twix gets such little love is still a bit beyond me. Two for me none for you"
X Link @PersimmonTI 2025-10-13T16:35Z 10.2K followers, 2621 engagements

"$GMAB x $MRUS Its official Genmab to buy Merus for $8B $97/share all cash transaction. XX% premium to Merus closing price and no Centerview Partners just Jefferies. $MRUS is my largest holding $xbi"
X Link @PersimmonTI 2025-09-29T10:10Z 10.2K followers, 7200 engagements

"$AKRO Good timing by Deep Track to up their $AKRO stake They were/are also large holders of $ETNB"
X Link @PersimmonTI 2025-10-09T10:30Z 10.2K followers, 5188 engagements

"$XBI After successive takeouts of MASH FGF21 purveyors: Boston x $GSK $ETNB x $RHHBY $AKRO x $NOV What remains of the day and boxed in red Chinese options for those who dare: h/t @NatRevDrugDisc"
X Link @PersimmonTI 2025-10-12T21:31Z 10.2K followers, 3576 engagements

"$XBI Clinical trials of synthetic lethal therapies courtesy @NatRevDrugDisc $IDYA $TNGX $RAPT $APRE $BMY "
X Link @PersimmonTI 2025-09-14T16:08Z 10.2K followers, 3799 engagements

"$CTMX This is the kind of one month chart that makes me wonder 🧐"
X Link @PersimmonTI 2025-10-05T14:14Z 10.2K followers, 4532 engagements

"$AKRO x $NVO Novo wanted the good stuff (with a side of cold hard cash on $AKRO books):"
X Link @PersimmonTI 2025-10-09T10:23Z 10.2K followers, 2759 engagements

"$IMAB hint: Givastomig is Korean not Chinese. $xbi"
X Link @PersimmonTI 2025-09-10T15:12Z 10.2K followers, 3210 engagements

"@PCM_bio do some more digging Thomsen"
X Link @PersimmonTI 2025-10-13T15:02Z 10.2K followers, XXX engagements

"$QURE uniQure closes on upsized public offering which was upsized from the upsized. Originally PRed at $200mm total offering. Then next PR upsized to $300mm. At closing gross proceeds PRed at $345mm. heavy demand for shares "
X Link @PersimmonTI 2025-09-30T03:00Z 10.2K followers, 6703 engagements

"$JNJ $PTGX Per WSJ $JNJ in talks to buy $PTGX. The companies are currently in pact to develop icotrokinra an oral therapy forimmune diseases including plaque psoriasis and ulcerative colitis with JNJ having an exclusive license to commercialize the product. Potential implications for $ABVX Obe in UC. "
X Link @PersimmonTI 2025-10-10T19:11Z 10.2K followers, 1975 engagements

"$SRRK There's just something odd about all of this. Radio silence from the C Suite for months a huge open market insider buy by director recently (likely dashing hopes for any imminent buyout it must be said) and yet. The share price ebullience continues unchecked. Something odd"
X Link @PersimmonTI 2025-10-09T14:21Z 10.2K followers, 4558 engagements

"That feeling when you remember that you actually did add to $PALI last Friday"
X Link @PersimmonTI 2025-10-06T16:26Z 10.2K followers, 3176 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 @PersimmonTI 2025-10-14T11:49Z 10.2K followers, 4015 engagements

"Elon pls do something bro"
X Link @PersimmonTI 2025-10-04T16:41Z 10.2K followers, 3078 engagements

"$ATXS I wish I had gone ahead and bought some $ATXS in speculation re: their AD asset. 😂"
X Link @PersimmonTI 2025-10-14T18:07Z 10.2K followers, 2584 engagements

"$ABVX $xbi Remember that the ABTECT top-line data were already known. These late-breakers add color and granularity to these data which in sum put the top-line into an even more favorable light by emphasizing the all-comers/difficult-to-treat nature of the trial populations: X. Obefazimods efficacy highlighted by shining through in a highly refractory patient population including a largest of its kind XXX patients post JAK inhibitor. Will be interesting to see this post-JAK subset. JAK inhibitors can be highly efficacious in UC but with the tradeoff of adverse events/side effects. If Obe can"
X Link @PersimmonTI 2025-10-05T16:24Z 10.2K followers, 21.2K engagements

"$XBI Its been too long and surely am tempting fate but"
X Link @PersimmonTI 2025-10-09T21:04Z 10.2K followers, 1852 engagements

"Does $LNTH want it all $RADX"
X Link @PersimmonTI 2025-10-15T11:05Z 10.2K followers, 4158 engagements

"$CYTK At Stifels recently on the realistic possibility of meaningful label and REMS differentiation vis a vis $BMY which could lead to meaningful commercial differentiation:"
X Link @PersimmonTI 2025-10-07T01:07Z 10.2K followers, 4083 engagements

"$SNY AlphaMedixTM (212Pb-DOTAMTATE) achieved all primary efficacy endpoints in phase X study demonstrating clinically meaningful benefits in patients with gastroenteropancreatic neuroendocrine tumors. But I dont see no data Guess well have to wait for ESMO:"
X Link @PersimmonTI 2025-10-08T10:53Z 10.2K followers, 1630 engagements

"$XBI Partnerships Below the top XX biopharma R&D licensing/partnerships in 2025 ranked by total deal value As of 7/29/25 Again courtesy @nature biopharma dealmakers. A couple of editorial notes: X. Heavily China-based partnerships will this continue given the Executive Order and big pharma wanting to stay on the WHs good side X. If Ivonescimab PD1xVEGF fizzles a lot of big pharma money has gone down the drain"
X Link @PersimmonTI 2025-10-05T16:56Z 10.2K followers, 12.8K engagements

"my favorite time of year and have learned to never judge a persimmon by its cover "
X Link @PersimmonTI 2025-10-15T00:49Z 10.2K followers, 1743 engagements

"$BMY x private Orbital $1.5B cash. The second recent private deal in vivo CAR T player in autoimmune disease after: $ABBV x Capstan earlier this year. @NatRevDrugDisc for more on the space see $SANA (though lentiviral) $xbi"
X Link @PersimmonTI 2025-10-10T11:22Z 10.2K followers, 5569 engagements

"$NKTR Completely orthogonal but This is what can happen at jury trial and if this can happen over talcum powder Well what do we think a jury will make of $LLY obfuscation I happen to think they would want to make: an example"
X Link @PersimmonTI 2025-10-08T00:19Z 10.2K followers, 11.2K engagements

"Scarcity value thy name is $GPCR"
X Link @PersimmonTI 2025-10-06T14:09Z 10.2K followers, 2332 engagements

"$IMAB We doing short talks now Okay well I guess Im here for it:"
X Link @PersimmonTI 2025-10-14T11:22Z 10.2K followers, 1546 engagements

"$ACAD Refreshing directness and clarity in $ACAD PR about ACP-101 failure in PWS. True that they didnt have much to work with though: $SLNO"
X Link @PersimmonTI 2025-09-24T11:09Z 10.2K followers, 4419 engagements

"$ETNB $xbi Interesting to note that mere weeks before press release of acquisition by $ROG / $RHHBY $ETNB was very active on the investor conference circuit Citi Cantor and one-on-ones at HCW. And perhaps a wink and a nod by $ETNB CEO to strategic interest at Cantor when $RHHBY was quite likely all but a done deal: "
X Link @PersimmonTI 2025-09-20T20:16Z 10.2K followers, 2617 engagements

"$XBI Really hope there arent any buyouts PRed tomorrow morning"
X Link @PersimmonTI 2025-10-08T20:28Z 10.2K followers, 6645 engagements

"$XBI More from @nature Biopharma Dealmakers this time re: ADC partnerships and collaborations with Chinese firms $PFE $ALPMF $RHHBY (Editorial note: how many more partnerships will we see in this political climate)"
X Link @PersimmonTI 2025-10-12T21:11Z 10.2K followers, 2929 engagements

"$MRUS About those early phase X petosemtamab mCRC data Selected for Plenary Session Oral Presentation at AACR-NCI-EORTC International Conference: Initial interim data from the phase X trial evaluating petosemtamab in combination with standard chemotherapy in 1L and 2L metastatic colorectal cancer (mCRC) and as monotherapy in heavily pretreated (3L+) mCRC will be presented in a plenary session by Dr. Mohd Khushman M.D. Washington University School of Medicine St. Louis MO. I wonder if these early data will be any good $GMAB knew exactly what they were purchasing"
X Link @PersimmonTI 2025-10-13T23:30Z 10.2K followers, 8319 engagements

"$MDGL Added to my Madrigal position recently. Again have liked it and been long for a while mgmt doesnt get much better than Sibold imo. But the all-or-nothing buyout speculation wasnt/isnt constructive with $MDGL. Let resmetirom keep cooking and let come what may"
X Link @PersimmonTI 2025-10-12T16:14Z 10.2K followers, 4536 engagements

"$CATX For those who would like to sift through courtesy @nature cancer some cues as to why I think its good to keep things in Perspective headed into ESMO: "
X Link @PersimmonTI 2025-10-13T11:06Z 10.2K followers, 1874 engagements

"$PFE $xbi During $MTSR acquisition update call $PFE again guiding to $15B total allocation for M&A and here is the current breakdown: $2B 3Sbio PD1 x VEGF (oncology) $4.9B $MTSR obesity/cardio Which leaves $8B of firepower with as yet unaddressed key therapeutic areas of: vaccines (maybe $CDTX) I&I (maybe $KYMR $NKTR) "
X Link @PersimmonTI 2025-09-29T02:50Z 10.2K followers, 8570 engagements

"$MEIP Very bullish $xbi"
X Link @PersimmonTI 2025-09-14T17:03Z 10.2K followers, 2742 engagements

"The PBM of event ticket sales everyone $LYV"
X Link @PersimmonTI 2025-09-28T00:20Z 10.2K followers, 10.1K engagements

"$ADCT Nice private placement and much needed:"
X Link @PersimmonTI 2025-10-13T11:35Z 10.2K followers, 2020 engagements

"are we not allowed to italicize and/or bold anymore elon"
X Link @PersimmonTI 2025-10-12T20:11Z 10.2K followers, 2426 engagements

"$RCUS $xbi Arcus (and $GILD) saying hold up just a minute to the TIGIT is dead thesis. No true control arm in this (puzzling) EDGE series of Phase 2s but these results are promising in cross-trial comparison to current standard of care in 1L gastric cancer CheckMate-649: Domvanalimab + zimberelimab + chemo with a XXXX mo. mOS and a XX% ORR Nivolumab + chemo with XXXX mo. mOS and a XX% ORR. Promising delta though caveat small N and no control. But note that a comparison to Nivolumab is coming in STAR-221"
X Link @PersimmonTI 2025-10-12T23:47Z 10.2K followers, 6028 engagements