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@PersimmonTI "$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 on X 2025-07-17 12:56:22 UTC 9575 followers, 6726 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 on X 2025-07-21 11:02:35 UTC 9576 followers, 3064 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 on X 2025-07-24 11:49:25 UTC 9577 followers, 4389 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 on X 2025-07-18 00:06:09 UTC 9575 followers, 5722 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 on X 2025-07-26 15:26:49 UTC 9579 followers, 2937 engagements

"$MRUS All right what the hey gonna call that $MRUS is taken out by Monday $xbi"
@PersimmonTI on X 2025-07-25 19:38:52 UTC 9579 followers, 2369 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 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 on X 2025-07-22 21:11:57 UTC 9577 followers, 2820 engagements

"$XBI $MDGL $AKRO $SGMT $VKTX $NVO $LLY @NatureMedicine on the Trials that could transform treatment for serious liver disease: $MDGL opened the door for Tx in MASH but the future of therapeutics in the indication may require better and broader efficacy that directly impact fibrosis. $AKRO seems to be the next big hope in MASH and combos with $NVO $LLY GLP-1s could drive broader and earlier efficacy still"
@PersimmonTI on X 2025-07-04 14:52:09 UTC 9575 followers, 6196 engagements

"$XBI $INSM $VRNA $BBIO $MDGL except no more $VRNA"
@PersimmonTI on X 2025-07-12 19:37:49 UTC 9575 followers, 2517 engagements

"there just doesnt seem like any way that this actually happens but quite a statement"
@PersimmonTI on X 2025-07-17 11:26:45 UTC 9575 followers, 1817 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 on X 2025-07-14 21:43:18 UTC 9574 followers, 4173 engagements

"$INMB Thursday 6/26 4:00PM $INMB shares close at $XXXX Thursday 6/26 4:00PM $INMB press releases that MINDFuL results will be shared premarket on Monday 6/30 causing share price to spike to $XXXXX Thursday 6/26 sometime after market close $INMB CFO sells $19mm of shares to institutional investors at-the-market meaning in this case at $6.30/share the share price at market close on 6/26. Friday 6/27 morning Institutional Investors sell the same $INMB shares it bought mere hours ago at $XXXX at significantly higher price a product of the $INMB MINDFuL conference call PR spike. Friday 6/27"
@PersimmonTI on X 2025-06-30 11:30:01 UTC 9575 followers, 9530 engagements

"$KROS Just your share dollars at work here for low to moderate risk MDS are they not at all sheepish"
@PersimmonTI on X 2025-07-17 12:11:43 UTC 9576 followers, 1464 engagements

"$XBI Its phoenix from the ashes no darker horse than night a mite sized David against all odds the story of the penny $XBI that somehow made good very few and very far between them but theres little quite as captivating as that what if:"
@PersimmonTI on X 2025-07-14 21:54:06 UTC 9575 followers, 2419 engagements

"$SRPT From BioCenturys Steve Usdin who first reported the news:"
@PersimmonTI on X 2025-07-25 04:36:56 UTC 9579 followers, 4221 engagements

"$xbi Thats the thing about $xbi when crap moves it moves"
@PersimmonTI on X 2025-07-23 20:48:24 UTC 9575 followers, 1674 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 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 on X 2025-07-18 11:05:57 UTC 9579 followers, 4639 engagements

"$xbi Updates on portfolio $mreo coming up this weekend on persimmon plus"
@PersimmonTI on X 2025-07-25 11:27:56 UTC 9577 followers, 2297 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 on X 2025-06-29 00:02:12 UTC 9575 followers, 6993 engagements

"i wish the real world would just stop hassling me"
@PersimmonTI on X 2025-07-15 21:04:46 UTC 9576 followers, 1941 engagements

"$XBI Some great (relatively) recent secondary offerings: $BBIO $MRUS $KYMR $ABVX"
@PersimmonTI on X 2025-07-24 21:32:35 UTC 9577 followers, 3832 engagements

"$LLY The power of $LLY imagination on continued display courtesy @NatureBiotech:"
@PersimmonTI on X 2025-07-18 00:07:25 UTC 9577 followers, 2175 engagements

"will never trust someone whos never wrong to ever be right humility and good will go hand in hand $xbi"
@PersimmonTI on X 2025-07-14 22:22:11 UTC 9576 followers, 3712 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 on X 2025-07-18 00:00:36 UTC 9577 followers, 1663 engagements

"$XBI This is a pretty wild PR timeline even by biotech considerations: $WINT"
@PersimmonTI on X 2025-07-26 20:43:57 UTC 9579 followers, 2038 engagements

"@fakepharmabro iknorite $BMY should buy $MRUS"
@PersimmonTI on X 2025-07-25 19:44:31 UTC 9579 followers, XXX engagements

"Seems like a good time to remind folks that $SRPT and $SAVA share a key board member"
@PersimmonTI on X 2025-07-18 01:55:55 UTC 9575 followers, 4422 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 on X 2025-07-25 21:54:01 UTC 9579 followers, 6817 engagements

"@srqstockpicker $TRIL (not exactly 🍎2🍎) but comparable/better results for XXX as monotherapy v. $FTSV/ $GILD magrolimab in combo w/ azacitidine at similar stage. $PFE seeing everything from behind scenes thanks to $XX mil seat on newly formed Strategic Advisory Board. Nothing to see here"
@PersimmonTI on X 2020-10-25 14:13:35 UTC 9576 followers, XX engagements

"$MRUS Continues with the stochastic green candles"
@PersimmonTI on X 2025-07-22 21:22:16 UTC 9575 followers, 1526 engagements

"$KROS Im sure that this man knows all about maximizing shareholder value: $BMRN"
@PersimmonTI on X 2025-06-09 11:35:44 UTC 9579 followers, 4966 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 on X 2025-06-15 19:59:10 UTC 9578 followers, 4773 engagements

"$MTSR continues to trade like something is up 🤔 🧐"
@PersimmonTI on X 2025-07-15 14:07:20 UTC 9576 followers, 2133 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 on X 2025-07-27 18:11:31 UTC 9579 followers, 1879 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 on X 2025-07-20 15:34:06 UTC 9579 followers, 9403 engagements

"$XBI Select Q2 2025 new drug approvals with revenue projection courtesy @nature:"
@PersimmonTI on X 2025-07-18 00:11:15 UTC 9577 followers, 1932 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 on X 2025-07-22 19:40:19 UTC 9575 followers, 2035 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 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 on X 2025-07-06 16:27:05 UTC 9577 followers, 4555 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 on X 2025-07-25 04:30:50 UTC 9579 followers, 3716 engagements

"$CRIS Have tweeted bout BO prospects b4 & always a guessing game in any case. However the case for BO pre/concurrent to ASCO 4948 update is not immaterial at the very least to this fruit's eye. IRAK4 inhib in heme w/ strong PoC & strong head start Spells: big 🐟🐟🐟"
@PersimmonTI on X 2021-04-17 18:10:55 UTC 9576 followers, XX engagements

"$SRPT And the award for longest PR goes to quite a lot in there:"
@PersimmonTI on X 2025-07-17 11:23:36 UTC 9577 followers, 8286 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 on X 2025-05-20 00:25:04 UTC 9576 followers, 7006 engagements