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@PersimmonTI Avatar @PersimmonTI Persimmon Tree Investments

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

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% travel destinations XXXX% currencies XXXX%

Social topic influence $xbi #35, $kymr #13, $abvx #36, $janx #17, $bbio #8, $wve #27, $gpcr #12, guess 3.31%, $mrk #60, $lly #66

Top accounts mentioned or mentioned by @biopharmadive @naturemedicine @nature @signulll @biohazard3737 @adamfeuerstein @pcmbio @endpts @semodough @ericschmidt151 @yaronwerber @samfazeli8 @tlorriman @deepsouthdoctor @mysticmarkets @kingkang80 @timlihk @dmitrykovalchuk @joserestonva @dragonballchad

Top assets mentioned Bitcoin Incognito (XBI) Kymera Therapeutics, Inc. Common Stock (KYMR) Janux Therapeutics, Inc. Common Stock (JANX) BridgeBio Pharma, Inc. Common Stock (BBIO) Wave Life Sciences Ltd. Ordinary Shares (WVE) Merck & Co., Inc. (MRK) Eli Lilly and Company (LLY) Dyne Therapeutics, Inc. Common Stock (DYN) Alkermes Inc. plc (ALKS) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Cidara Therapeutics, Inc. (CDTX) Metsera, Inc. Common Stock (MTSR) Pfizer, Inc. (PFE) Merus N.V. Common Shares (MRUS) Vir Biotechnology, Inc. Common Stock (VIR) Avidity Biosciences, Inc. Common Stock (RNA) Cytokinetics Inc. (CYTK) Vera Therapeutics, Inc. Class A Common Stock (VERA) Novo-Nordisk (NVO) ROGin AI (ROG) Lantheus Holdings, Inc (LNTH) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Agios Pharmaceuticals, Inc. (AGIO) Arrowhead Research Corporation (ARWR) Synthetify (SNY) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) Protagonist Therapeutics, Inc (PTGX) Johnson & Johnson (JNJ) AstraZeneca PLC (AZN) Amgen, Inc. (AMGN) Dawn Protocol (DAWN) Intellia Therapeutics, Inc (NTLA) uniQure N.V. (QURE) Frontline Ltd. (FRO) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Alnylam Pharmaceuticals, Inc. (ALNY) Bristol-Myers Squibb Co (BMY) Terns Pharmaceuticals, Inc. Common Stock (TERN)

Top Social Posts

Top posts by engagements in the last XX hours

"$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

"Does $LNTH want it all $RADX"
X Link 2025-10-15T11:05Z 10.5K followers, 8951 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, 2348 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

"$ARWR Ive been critical but let Anzalone cook kudos $arwr making good on it"
X Link 2025-12-08T21:24Z 10.5K followers, 4362 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, 4051 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 2025-10-08T10:53Z 10.5K followers, 1744 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, 8881 engagements

"$DAWN x $MRSN What a CVR And this continues the $xbi trend of Smid-cap being the acquirer and not the acquired buying within their (general) field of expertise: $ALKS x $AVDL $BCRX x $ATXS"
X Link 2025-11-13T12:05Z 10.5K followers, 9112 engagements

"$xbi thinking by analogy: if $ABVX then $PALI if $JANX then $VIR"
X Link 2025-11-15T18:37Z 10.5K followers, 6491 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

"$AVDL Well that didnt take long And the Danes strike again $ALKS"
X Link 2025-11-17T12:37Z 10.5K followers, 5567 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, 8497 engagements

"$ntla just revisiting this one seems now more true than then"
X Link 2025-11-23T16:42Z 10.5K followers, 2412 engagements

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

"no idea but probably $MRK"
X Link 2025-11-23T21:11Z 10.5K followers, 8404 engagements

"$CYTK That's not to say that we don't understand we have fiduciary obligations if somebody were to make an offer that's in the interest of maximizing shareholder value Blum said. We demonstrated that a couple of years ago when we were in those conversations and we will again if the opportunity presents. But in the meantime Plan A is to build a commercial businessand to do that very well. - Blum"
X Link 2025-11-29T16:43Z 10.5K followers, 10.9K engagements

"$JANX there is a pretty simple reason why i strongly suspect that XXX continues to be goldeneye"
X Link 2025-11-30T00:58Z 10.5K followers, 6507 engagements

"$XBI This is a great deal. I took advantage of it:"
X Link 2025-11-30T19:50Z 10.5K followers, 7817 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, 6652 engagements

"$JANX Hard to tell anything meaningful from this strange PR. Let's wait for the slides and discussion"
X Link 2025-12-01T21:19Z 10.5K followers, 9868 engagements

"$JANX think one valid question is -- why PR anything at all before 4:30pm if it's going to be this cryptic"
X Link 2025-12-01T21:23Z 10.5K followers, 5453 engagements

"$xbi never a dull moment"
X Link 2025-12-02T22:43Z 10.5K followers, 2072 engagements

"$xbi Makary was on a tight leash and now there should be no leash no job. Hes said one thing and done another and if anything has really mattered to him at all in his heretofore frantic inexplicable reign at FDA its been this: appearances He loves to be the center of attention hosting a talk show; he allegedly would rather have CRLed $KALV because that would have looked better than FDA admitting that is was just severely behind on the PDUFA review; he wants to be judge and jury of a dog and pony show priority review process. Well now that one thing is crumbling the appearances are not fooling"
X Link 2025-12-02T23:01Z 10.5K followers, 7688 engagements

"$capr what an unlikely savior $xbi"
X Link 2025-12-03T13:54Z 10.5K followers, 4114 engagements

"$xbi interesting"
X Link 2025-12-04T01:55Z 10.5K followers, 3739 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, 7349 engagements

"$vera $xbi near non-stop buying"
X Link 2025-12-05T16:10Z 10.5K followers, 2904 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, 5577 engagements

"ate pringles for the first time in years and these things are trash. ugh"
X Link 2025-12-07T02:19Z 10.5K followers, 2664 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, 2849 engagements

"$XBI Will be a busy $xbi morning tomorrow before the open: $KYMR KT-621 BroADen Phase 1b in AD $DYN DELIVER DYNE-251 in Duchenne $WVE P1 INLIGHT XXX INHBE Obesity 🍿 🍿 🍿"
X Link 2025-12-07T21:32Z 10.5K followers, 15.3K 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, 7187 engagements

"$XBI The role of CVRs in biotech M&A table and great article by @BioPharmaDive"
X Link 2025-12-08T00:10Z 10.5K followers, 2585 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, 5724 engagements

"$DYN The REC met its primary endpoint demonstrating a statistically significant increase in muscle content-adjusted dystrophin expression to XXXX% of normal relative to baseline at six months (p0.0001). In addition improvement relative to placebo was observed across all six prespecified functional endpoints from the topline readout of the REC. Two of these measures Time to Rise (TTR) Velocity and 10-Meter Walk/Run (10MWR) Velocity both improved relative to placebo at six months with a nominal p0.05 even though the study was not powered to demonstrate statistical significance in any of the"
X Link 2025-12-08T11:47Z 10.5K followers, 1803 engagements

"$KYMR Robust clinical activity was observed across all disease endpoints measured including mean XX% EASI reduction and mean XX% peak pruritus NRS reduction for all patients. Patients with comorbid asthma showed a median XX% reduction in FeNO and meaningful improvements in asthma control and those with comorbid allergic rhinitis experienced significant symptom and quality-of-life benefits KT-621 was well-tolerated with no serious adverse events no treatment related adverse events no reported cases of conjunctivitis and no clinically relevant changes in vital signs lab tests or ECGs"
X Link 2025-12-08T12:06Z 10.5K followers, 4635 engagements

"$ALXO Combination of evorpacept plus rituximab and lenalidomide (R2) generated complete responses (CR) in XX% of patients with untreated indolent non-Hodgkin lymphoma (iNHL) comparing favorably to an approximate XX% historical CR rate for R2 alone"
X Link 2025-12-08T12:09Z 10.5K followers, 1135 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, 5315 engagements

"$KYMR very happy to be wrong"
X Link 2025-12-08T12:47Z 10.5K followers, 1785 engagements

"$kymr giving $alny vibes the shops going to make this too big to fail"
X Link 2025-12-08T12:53Z 10.5K followers, 3268 engagements

"$GPCR The dog is going to hunt: Placebo-adjusted mean weight loss of XXXX% (27.3 lbs) with XXX mg dose in the 36-week Phase 2b ACCESS study with a XXXX% adverse event-related treatment discontinuation. Placebo-adjusted mean weight loss up to XXXX% (35.5 lbs) observed with XXX mg dose in the exploratory ACCESS II study at XX weeks. No adverse event-related treatment discontinuations observed when starting at lower XXX mg dose in ACCESS Open Label Extension and Body Composition Study Data comprehensively support and inform advancement to Phase X clinical development program in mid-2026"
X Link 2025-12-08T14:36Z 10.5K followers, 3381 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, 5111 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 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, 2633 engagements

"@adamfeuerstein chicken was the best that they could do disgusted"
X Link 2025-12-08T23:01Z 10.5K followers, 1081 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

"Sheesh turning into a tidal $wve"
X Link 2025-12-09T19:38Z 10.5K followers, 2911 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

"$RZLT Cash value around $1.63/share Not dunking but beware these types of pitches:"
X Link 2025-12-11T12:33Z 10.5K followers, 6732 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, 8516 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 2025-10-08T13:52Z 10.5K followers, 6165 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

"$LLY be aggressive be be aggressive with buyouts with $abvx"
X Link 2025-12-10T11:20Z 10.5K followers, 7082 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

"$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

"$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

"$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

"ive got a good feeling about $VERV and $RNA. im thinking $LLY and $NVS"
X Link 2025-12-09T20:04Z 10.5K followers, 8238 engagements

"$abvx sheesh its going to be a take under at this rate"
X Link 2025-12-10T00:11Z 10.5K followers, 5568 engagements

"$VERA Very strong pricing and a rather modest raise amount. 🔥"
X Link 2025-12-10T02:13Z 10.5K followers, 3594 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, 5343 engagements

"$RYTM prader well that was a whole lot of nothing"
X Link 2025-12-11T12:39Z 10.5K followers, 5980 engagements

"$rytm $slno Great stuff from BalaBio here:"
X Link 2025-12-11T18:52Z 10.5K followers, 5597 engagements

"just discovered UberEats. do people know about this pretty convenient"
X Link 2025-12-11T19:52Z 10.5K followers, 1358 engagements