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"$BMY patent cliff is a huge problem for the company. Expensive acquisitions $KRTX $MYOK (Camzyos sales accelerating but $CYTK might have the better drug) $MRTX $RYZB and $CELG in the past. BMS needs commercial drug assets imo. $MDGL $BBIO $AXSM $NBIX $TLX"
X Link @doepke_michel 2025-10-12T13:41Z 5568 followers, 8173 engagements
"This company is the real deal $KURA $MGNX $MNKD $MYOK $NKTR $OPK $PACB $RARE $RETA $RYTM $SGMO $TARO $TBPH $VCYT $VYGR $XERS $ZIOP $ZLAB $HALO $IONS $APLS $ALBT $ATXI $BCTX $BGM $BCAX $BCAB $BCDA $BCRX $BDRX $BFRI $BLFS $BLRX $BMEA $BMRA $BNGO $BPTH $BSGM $BIVI $BTAI $BDTX $BOLD"
X Link @mariostario2019 2025-09-29T18:22Z XX followers, XXX engagements