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Michel Doepke posts on X about $bpmc, $nvo, $vrna, $lly the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXX% currencies XXXX% cryptocurrencies XXXX% countries XXXX% travel destinations XXXX%
Social topic influence $bpmc 3.42%, $nvo 3.42%, $vrna 2.66%, $lly 2.66%, $mdgl 2.28%, $pfe 2.28%, $sny 1.9%, $dhr #19, $bbio 1.9%, $gubra #1
Top accounts mentioned or mentioned by @hexagonpurus @aktionaer @biopharmiq @everfueleu @hexagonasa @winterlars @drrichjlaw @sunrgu @bigchodu @r2discovery @felixschreibe13 @joserestonva @yachmod @glencore @seattletimes @ramlars77 @optionshawk @duisburgde @greenwashberlin @rolandberger
Top assets mentioned Blueprint Medicines Corporation (BPMC) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Pfizer, Inc. (PFE) Synthetify (SNY) Danaher Corporation (DHR) BridgeBio Pharma, Inc. Common Stock (BBIO) Merck & Co., Inc. (MRK) Viking Therapeutics, Inc (VKTX) Johnson & Johnson (JNJ) Novartis AG (NVS) Bristol-Myers Squibb Co (BMY) Arrowhead Research Corporation (ARWR) Intra-Cellular Therapies Inc. (ITCI) Alnylam Pharmaceuticals, Inc. (ALNY) Iqvia Holdings Inc (IQV) Medpace Holdings, Inc. Common Stock (MEDP) Charles River Laboratories Intl. Inc (CRL) Sarepta Therapeutics, Inc. (SRPT) Neurocrine Biosciences, Inc. (NBIX) Summit Therapeutics Inc. Common Stock (SMMT) Sanofi (SNY) AstraZeneca PLC (AZN) Gilead Sciences, Inc. (GILD) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Axsome Therapeutics, Inc (AXSM) Regeneron Pharmaceuticals Inc (REGN) Biogen Inc (BIIB) Celldex Therapeutics, Inc (CLDX) United Community Banks, Inc. (UCB) Oscar Health, Inc. (OSCR) Corcept Therapeutics Inc. (CORT) AbbVie Inc (ABBV) Dawn Protocol (DAWN) TG Therapeutics, Inc. (TGTX) Vertex Protocol (VRTX) GSK plc (GSK) Moderna Inc (MRNA) Immunogen Inc (IMGN) Seagen Inc (SGEN) Club Atletico Independiente Fan Token (CAI) Exelixis Inc (EXEL) Molina Healthcare, Inc. (MOH) UnitedHealth Group (UNH) Centene Corp (CNC) Zimmer Biomet Holdings Inc (ZBH) Bitcoin Incognito (XBI) Insmed, Inc. (INSM) BioMarin Pharmaceutical, Inc. (BMRN)
Top posts by engagements in the last XX hours
"$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
"$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 4873 followers, 1261 engagements
"$ARWR on fire. The market is pricing in some obesity fantasy. I mentioned it in March 👇" @doepke_michel on X 2024-11-27 17:34:56 UTC 4843 followers, 1472 engagements
"Goldman initiated $UCB with a "Buy" and PT $250" @doepke_michel on X 2025-07-16 05:17:12 UTC 4843 followers, XXX engagements
"$OSCR Announces Preliminary Financial Results for Second Quarter 2025 and Revises 2025 Guidance" @doepke_michel on X 2025-07-22 10:02:56 UTC 4874 followers, 17.3K engagements
"$ITCI $BPMC $VIGL #Carmot #Capstan - X Women Biotech Leaders Bagging Billions in M&A Dollars" @doepke_michel on X 2025-07-20 16:33:58 UTC 4872 followers, 1700 engagements
"$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 4870 followers, 1265 engagements
"@OptionsHawk #Sartorius with an cautious outlook today - shares down XX% in Germany. $DHR" @doepke_michel on X 2025-07-22 12:16:53 UTC 4875 followers, XXX engagements
"$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 4874 followers, 4822 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
"#Akeso Announces First Patient Enrolled in the Phase III Trial AK112-312/HARMONi-GI6of Ivonescimab for First-Line Treatment of Advanced Metastatic Colorectal Cancer. $SMMT" @doepke_michel on X 2025-07-16 05:20:12 UTC 4855 followers, 1109 engagements
"$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 4874 followers, XXX engagements
"Modulation of metabolic inflammatory and fibrotic pathways by semaglutide in metabolic dysfunction-associated steatohepatitis. $NVO $GUBRA $MDGL $VKTX" @doepke_michel on X 2025-07-21 12:54:57 UTC 4874 followers, 1785 engagements
"$CANTA #Cantargia +195% - announces the acquisition of its CAN10 IL1RAP immunology program by Otsuka Pharmaceutical. $33M upfront + up to $580M milestones + earn-out payments from global product sales" @doepke_michel on X 2025-07-15 13:56:10 UTC 4867 followers, 1788 engagements
"$SNY announces extension of $BPMC tender offer" @doepke_michel on X 2025-07-17 06:11:16 UTC 4865 followers, 3775 engagements
"$AZN #Astrazeneca Baxdrostat met the primary and all secondary endpoints in BaxHTN Phase III trial in patients with uncontrolled or treatment resistant hypertension. $CINC acquisition (January 2023) pays off" @doepke_michel on X 2025-07-14 11:05:54 UTC 4871 followers, XXX engagements
"$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 4874 followers, 1086 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 $BBIO - rare genetic diseases / oncology product: Attruby/Beyonttra" @doepke_michel on X 2025-06-05 10:00:10 UTC 4873 followers, 20.9K engagements
"$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 $REGN" @doepke_michel on X 2025-07-09 11:07:47 UTC 4870 followers, 2564 engagements
"$SNY to acquire Vicebio expanding respiratory vaccines pipeline - upfront payment of $115B with potential milestone payments of up to $450M. #RSV $GSK $MRNA $PFE" @doepke_michel on X 2025-07-22 05:37:14 UTC 4874 followers, 6990 engagements
"$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 4873 followers, 1581 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 $CTMX)" @doepke_michel on X 2025-05-28 20:45:14 UTC 4869 followers, 4625 engagements
"$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 $PSNL" @doepke_michel on X 2025-07-08 10:34:21 UTC 4861 followers, 1296 engagements
"$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
"$VRNA buyout today. $BBIO also on my M&A list - #Attruby will be also a clear blockbuster" @doepke_michel on X 2025-07-09 19:36:00 UTC 4872 followers, 3340 engagements
"$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. $LLY" @doepke_michel on X 2025-06-22 13:06:40 UTC 4874 followers, 7842 engagements
"$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
"$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 $JNJ acquired the company" @doepke_michel on X 2025-07-16 12:36:11 UTC 4874 followers, 13.2K engagements
"$ZBH Announces Definitive Agreement to Acquire $MGRM Expanding Robotics Suite with Autonomous Solutions" @doepke_michel on X 2025-07-14 11:32:39 UTC 4843 followers, XXX engagements
"$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 4873 followers, 1741 engagements
"Old but gold: #AATD market. $MREO $ARWR $DRNA $NVO $INBX $SNY" @doepke_michel on X 2024-03-03 12:29:23 UTC 4843 followers, 2144 engagements
"$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 4874 followers, XXX engagements
"Barclays initiated $ZEAL with a "Buy" and DKK XXX PT. $GUBRA $NVO" @doepke_michel on X 2025-07-08 05:14:30 UTC 4854 followers, XXX engagements
"$LLY FDA approves updated label for Lilly's Kisunla (donanemab-azbt) with new dosing in early symptomatic Alzheimer's disease. $BIIB" @doepke_michel on X 2025-07-09 12:48:36 UTC 4871 followers, XXX engagements
"$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 4844 followers, 1936 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 4874 followers, 1497 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 4870 followers, 2826 engagements
"My colleague @laurenz_foehn wrote about the latest deal between $HPUR and @airliquidegroup. #hydrogen #Wasserstoff #AirLiquide @HexagonPurus" @doepke_michel on X 2021-05-22 07:06:22 UTC 4845 followers, XX 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 $LLY" @doepke_michel on X 2025-07-18 11:55:07 UTC 4870 followers, 1411 engagements
"$MEDP up XX% - new ATH $IQV up XX% $CRL up 11%. CRO companies are back" @doepke_michel on X 2025-07-22 13:42:28 UTC 4874 followers, 1342 engagements
"$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 4873 followers, 13.5K 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 4870 followers, 2618 engagements
"More #RNAi therapies are likely to come. Let the science speak a big win for patients. $ARWR $ALNY $DRNA $NVO" @doepke_michel on X 2022-11-29 19:18:54 UTC 4843 followers, XX engagements
"$BONEX #Bonesupport published a strong Q2 report today. Gross margin stable at stunning XXXX percent net cash position tripled. Torbjrn Skld will take over as the new CEO on September X 2025. Emil did a great job. 👏👏👏" @doepke_michel on X 2025-07-15 13:36:36 UTC 4845 followers, 3444 engagements
"$VKTX moving higher after $VRNA buyout touching $XX. Disclaimer below. 👇🥳" @doepke_michel on X 2025-07-09 13:32:17 UTC 4874 followers, 3815 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 4870 followers, 1745 engagements
"This is huge. $HPUR shares up XX% in Oslo. $HEX @HexagonPurus @aktionaer" @doepke_michel on X 2022-02-01 12:22:30 UTC 4845 followers, XX engagements
"$TLX Gozellix Receives Permanent HCPCS Code. $LNTH" @doepke_michel on X 2025-07-09 08:30:40 UTC 4843 followers, 1030 engagements
"$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
"#Shionogi puts more than $600M on the table for Swiss biotech's antibiotic program. #BioVersys" @doepke_michel on X 2025-07-02 08:58:02 UTC 4847 followers, XXX engagements
"$PTGX Announces Nomination of PN-477 an Oral and Injectable GLP-1R GIPR and GCGR Triple Agonist Peptide Development Candidate for Obesity. $NVO $LLY $VKTX" @doepke_michel on X 2025-07-01 13:22:46 UTC 4855 followers, 1183 engagements
"$MTSR up XX% in five days. Best performing #obesity play in the past few weeks. Something brewing $LLY $NVO" @doepke_michel on X 2025-07-15 13:47:06 UTC 4844 followers, 5606 engagements
"$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 $DHR" @doepke_michel on X 2025-07-22 06:00:14 UTC 4875 followers, 2525 engagements
"$LXEO Announces FDA Breakthrough Therapy Designation for LX2006 in Friedreich Ataxia. $BIIB" @doepke_michel on X 2025-07-07 11:01:59 UTC 4873 followers, 1017 engagements
"And again good news for the biopharma sector: #Lonza Delivers Strong H1 2025 Performance and Upgrades 2025 Full-Year CDMO Sales and Margin Outlook" @doepke_michel on X 2025-07-23 05:20:03 UTC 4874 followers, 1324 engagements
"$BONEX #Bonesupport reiterated with a "Buy" and SEK XXX PT at ABGSC. EBIT estimates up for 25e-27e" @doepke_michel on X 2025-07-16 06:18:47 UTC 4845 followers, 2156 engagements
"$BMY Announces Topline Results from Phase X INDEPENDENCE Trial for Reblozyl (luspatercept-aamt) in Adult Patients with Myelofibrosis-Associated Anemia - did not meet its primary endpoint" @doepke_michel on X 2025-07-18 11:03:15 UTC 4873 followers, 2056 engagements
"$MDGL Secures $XXX Million in Senior Secured Credit from Blue Owl Managed Funds to Further Extend Leadership Position in MASH - M&A speculations should be cooling off (temporary)" @doepke_michel on X 2025-07-22 13:08:46 UTC 4874 followers, 2984 engagements
"$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 4874 followers, 4392 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 4873 followers, 1453 engagements
"#Hydrogen accelerator $NEL $ITM $CWR $PLUG $BLDP $PCELL $HPUR" @doepke_michel on X 2022-03-08 20:49:45 UTC 4845 followers, XX engagements
"$VSTM moving. Still own the whole position despite the setback below $X. Undervalued imo" @doepke_michel on X 2025-07-18 15:31:58 UTC 4873 followers, 1012 engagements
"$NBIX shares up XX% after Q1 earnings strong Crenessity launch; guidance reaffirmed" @doepke_michel on X 2025-05-05 20:17:27 UTC 4869 followers, 2845 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
"Bio-Thera Solutions and Hikma Pharmaceuticals Announce FDA Approval of STARJEMZA (ustekinumab-hmny) Injection a biosimilar referencing STELARA (ustekinumab) Injection. $JNJ $FYB" @doepke_michel on X 2025-05-27 06:03:14 UTC 4870 followers, XXX engagements
"$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 $DHR" @doepke_michel on X 2025-07-22 05:48:06 UTC 4870 followers, XXX engagements
"$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 4871 followers, 6795 engagements
"$CAMX #Camurus new ATH - dip after Q2 results was a clear buying opportunity. Great growth story and broad pipeline. $LLY deal confirmed the potential of the FluidCrystal platform technology" @doepke_michel on X 2025-07-21 07:47:07 UTC 4874 followers, 2157 engagements
"$JNJ $GMAB European Commission approves DARZALEX (daratumumab) as the first licensed treatment for patients with high-risk smouldering multiple myeloma" @doepke_michel on X 2025-07-23 10:03:59 UTC 4874 followers, XXX engagements
"$RHHBY update on astegolimab in #COPD. #FAIL $MRK $VRNA $REGN" @doepke_michel on X 2025-07-21 05:40:18 UTC 4875 followers, 2110 engagements