# ![@BoitechB Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1564753406022938624.png) @BoitechB Biotech Bois

Biotech Bois posts on X about $pfe, $sgen, $mrk, $amgn the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1564753406022938624/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564753406022938624/c:line/m:interactions.svg)

- [--] Week [---------] -63%
- [--] Month [----------] +3,748%
- [--] Months [----------] +291,590%
- [--] Year [----------] +27,423%

### Mentions: [--] [#](/creator/twitter::1564753406022938624/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564753406022938624/c:line/m:posts_active.svg)

- [--] Month [--] -73%
- [--] Months [--] -53%
- [--] Year [--] -73%

### Followers: [---] [#](/creator/twitter::1564753406022938624/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564753406022938624/c:line/m:followers.svg)

- [--] Week [---] +0.84%
- [--] Month [---] +2.30%
- [--] Months [---] +10%
- [--] Year [---] +22%

### CreatorRank: undefined [#](/creator/twitter::1564753406022938624/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564753406022938624/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [us election](/list/us-election) 

**Social topic influence**
[$pfe](/topic/$pfe), [$sgen](/topic/$sgen), [$mrk](/topic/$mrk), [$amgn](/topic/$amgn), [$abbv](/topic/$abbv), [$lly](/topic/$lly), [$bmy](/topic/$bmy), [$hznp](/topic/$hznp), [acquisition](/topic/acquisition), [$gild](/topic/$gild)

**Top accounts mentioned or mentioned by**
[@johnbresnahan](/creator/undefined) [@adar170](/creator/undefined) [@biohazard3737](/creator/undefined) [@bertrandbio](/creator/undefined) [@jq1234t](/creator/undefined) [@cloisterres](/creator/undefined) [@bananaoncology](/creator/undefined) [@sanctuarybio](/creator/undefined) [@jacobplieth](/creator/undefined) [@ivaj960612](/creator/undefined) [@ofthegreen](/creator/undefined) [@monacobiotech](/creator/undefined) [@bakerybros](/creator/undefined) [@kingachillese](/creator/undefined) [@bioclouseau](/creator/undefined) [@sportsbios](/creator/undefined) [@biotechobserver](/creator/undefined) [@jessebrodkin](/creator/undefined) [@kevinmbiotech](/creator/undefined) [@bradloncar](/creator/undefined)

**Top assets mentioned**
[Pfizer, Inc. (PFE)](/topic/$pfe) [Seagen Inc (SGEN)](/topic/$sgen) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Amgen, Inc. (AMGN)](/topic/$amgn) [AbbVie Inc (ABBV)](/topic/$abbv) [Eli Lilly and Company (LLY)](/topic/$lly) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP)](/topic/$hznp) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [AstraZeneca PLC (AZN)](/topic/$azn) [Johnson & Johnson (JNJ)](/topic/$jnj) [Novo-Nordisk (NVO)](/topic/$nvo) [Synthetify (SNY)](/topic/$sny) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Moderna Inc (MRNA)](/topic/$mrna) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Novartis AG (NVS)](/topic/$nvs) [GSK plc (GSK)](/topic/$gsk) [Mirati Therapeutics, Inc. Common Stock (MRTX)](/topic/$mrtx) [Immunogen Inc (IMGN)](/topic/$imgn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Abivax SA (ABVX)](/topic/$abvx) [Arcus Biosciences, Inc. (RCUS)](/topic/$rcus) [UnitedHealth Group (UNH)](/topic/$unh) [Array Technologies, Inc. (ARRY)](/topic/$arry) [General Electric Company (GE)](/topic/$ge) [Arvinas, Inc (ARVN)](/topic/$arvn) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [FC Barcelona Fan Token (BAR)](/topic/$bar) [Twitter Inc (TWTR)](/topic/$twtr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [McDonald's Corp (MCD)](/topic/$mcd) [WeBuy (WE)](/topic/$we) [Frontline Ltd. (FRO)](/topic/$fro) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [CVS Health Corp (CVS)](/topic/$cvs) [Vertex Protocol (VRTX)](/topic/$vrtx) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AZN sourcing their ADC portfolio from Asia is pretty interesting. $DSNKY LaNova and KYM Bio all providing ADCs for arguably the #2 ADC company. Something to watch"  
[X Link](https://x.com/BoitechB/status/1658124196025704450)  2023-05-15T14:56Z [---] followers, [---] engagements


"$HZNP oh boi. This is going to do a number on the biotech sector. I still don't see an actual legal basis for the suit but it'll test how serious big acquirers are. $AMGN $SGEN $PFE"  
[X Link](https://x.com/BoitechB/status/1658255195942555649)  2023-05-15T23:37Z [---] followers, [--] engagements


"Quick react on the $AMGN/ $HZNP FTC suit: 1) This is only starting 2) FTC seems to argue POTENTIAL future behavior re: bundling. $AMGN/ $REGN suit still going 3) I think if $AMGN fights they win 4) $AMGN can commit to no bundling Tep or Krys 5) $XBI will get clapped No posish"  
[X Link](https://x.com/BoitechB/status/1658283685697953793)  2023-05-16T01:30Z [---] followers, [----] engagements


"@mergerpie They owe $1B to $HZNP if antitrust blocks but I think it comes down to whether $AMGN thinks they can win. Will need to hear more from the FTC on what their case is. This seems to be behavioral-based (bundling) so it seems straight forward to navigate (commit to no bundling)"  
[X Link](https://x.com/BoitechB/status/1658289390702182401)  2023-05-16T01:52Z [---] followers, [--] engagements


"Reading on $TWTR that $META is creating a competitor to @elonmusk $44B dumpster fire. The internet really is beautiful sometimes"  
[X Link](https://x.com/BoitechB/status/1659631942021836800)  2023-05-19T18:47Z [---] followers, [---] engagements


"@john_bresnahan CTLA [--] hopium for $BNTX and GLP-1 for $PFE"  
[X Link](https://x.com/BoitechB/status/1661094089742495744)  2023-05-23T19:37Z [---] followers, [---] engagements


"@Biohazard3737 $NVDA just released data on a GLP-1/PD-1 bi-specific"  
[X Link](https://x.com/BoitechB/status/1661762667185569792)  2023-05-25T15:54Z [---] followers, [--] engagements


"@NoseRubInvest This is where $PFE must be expecting a chunk of the $10B in [----] revs it expects from $SGEN acquisition. Early data though and competitive NSCLC market. Will be key to see how I-Beta-6 can be separated from dato/trop2. $AZN and Dato will be to NSCLC market first"  
[X Link](https://x.com/BoitechB/status/1661899619281035265)  2023-05-26T00:58Z [---] followers, [--] engagements


"The TIGIT story is the most captivating right now in $XBI / oncology (IRA and pricing are more important but less neat). $MRK $RCUS $RHHBY P2 gets the pump going again but can P3s deliver Hopefully patients benefit but lawd this story been a ride. Next pembro DOA back"  
[X Link](https://x.com/BoitechB/status/1662126616867389440)  2023-05-26T16:00Z [---] followers, [---] engagements


"$SGEN expects 2nd review from FTC [--] day window (not 15) to hear from FTC so mid June. No real surprise there. B6A 1st NSCLC pivotal trial by EOY Padcev [---] data by EOY Solid stuff @bradloncar Kicking off #ASCO23 Sunday with Seagens David Epstein talking about moving ADCs into broader indications. And yes asked him about the FTC review. https://t.co/WBMFgQqVbt Kicking off #ASCO23 Sunday with Seagens David Epstein talking about moving ADCs into broader indications. And yes asked him about the FTC review. https://t.co/WBMFgQqVbt"  
[X Link](https://x.com/BoitechB/status/1665377837417893888)  2023-06-04T15:19Z [---] followers, [---] engagements


"@rtnarch And then BEACON triplet flopped 😶. Array was an amazing dev engine but interestingly not a great deal for $PFE I would say"  
[X Link](https://x.com/BoitechB/status/1665731332226568192)  2023-06-05T14:44Z [---] followers, [--] engagements


"@JamesEKrause @DeepSouthDoctor @bradloncar But also the FTC website says it's a [--] day window of review unless its a bankruptcy or a cash off ( $PFE is a cash offer for $SGEN) so it's a bit mixed messaging but think it's best to assume mid-June for hearing of 2nd req from FTC (95%+ prob of 2nd request imo)"  
[X Link](https://x.com/BoitechB/status/1665800767888867332)  2023-06-05T19:20Z [---] followers, [--] engagements


"@DeepSouthDoctor @JamesEKrause @bradloncar Yep everyone does. The (unfounded) curiosity is really around how much political capital $PFE might be leveraging to minimize FTC delays. $MRK and Prometheus got through without a 2nd (albeit much smaller deal $$) and unsure if primary FTC focus is $HZNP currently"  
[X Link](https://x.com/BoitechB/status/1665802727572783105)  2023-06-05T19:28Z [---] followers, [--] engagements


"@Pharmdca @DesertDweller93 On $PDSB Yall its a $290MC biotech during ASCO data drops this isnt $AAPL. Lets all take a deep breath here"  
[X Link](https://x.com/BoitechB/status/1665803690253381634)  2023-06-05T19:32Z [---] followers, [---] engagements


"@azn dato intending to replace all CTx in NSCLC is really spearheading the "ADCs = chemo 2.0" movement"  
[X Link](https://x.com/BoitechB/status/1666900848503590912)  2023-06-08T20:11Z [---] followers, [---] engagements


"@azn whatcha gonna do whatcha gonna do when dato comes for you onc bois onc bois $SGEN $PFE $GILD"  
[X Link](https://x.com/BoitechB/status/1666903196563025921)  2023-06-08T20:21Z [---] followers, [---] engagements


"Okay doing some digging on $EFTR and will start a thread speaking to its commercial situation leadership and then closing with the clinical side. Overall it's a classic clinical-stage co with [--] assets both in P2s low cash reserves and pending data catalysts. Partner w/ $PFE"  
[X Link](https://x.com/BoitechB/status/1667228018421678080)  2023-06-09T17:51Z [---] followers, [---] engagements


"Clin Assets: [--] primary onc programs w/ $PFE partnership on 3rd [--]. Zotatifin (eFT226) - eiF4A inhib P1/2 study ER+ mBC [--]. Tomivosertib (eFT508) -MNK inhib P2b NSCLC (PDL1 50%) [--]. $PFE R&D pact smol mol drug targeting eIF4E. $15M upfront (+ some small R&D exp)"  
[X Link](https://x.com/BoitechB/status/1667233357330288642)  2023-06-09T18:13Z [---] followers, [--] engagements


"Leadership: Not exactly the creme de la creme from avail bios. Concerned exp. isn't there. CEO: Ex-Anadys (CEO) Ex-$PFE (although led anti-virals not onc interesting) CMO: Ex-Amgen Med Director of solid tumor IO and pathway inhib dev (e.g. Vectibix) - exp. enough"  
[X Link](https://x.com/BoitechB/status/1667241936460341248)  2023-06-09T18:47Z [---] followers, [--] engagements


"1) I might get $TWTR Blue just for longform tweets holy crap 2) I'll keep clinical short b/c: A) I'm a commercial boi and B) because this thread is long enough"  
[X Link](https://x.com/BoitechB/status/1667242637550845952)  2023-06-09T18:49Z [---] followers, [---] engagements


"@adamfeuerstein @Sanctuary_Bio This + all of @BowTiedBiotech's IRA comms are dripping in confirmation bias. $SGEN has Tukysa and is arguably the ADC pioneer. IRA has v lil structural impact to either co. $HZNP has a monopoly on TED. The deals have almost nothing to do w/ IRA. Benefit sure but no causality"  
[X Link](https://x.com/BoitechB/status/1669079487890464770)  2023-06-14T20:28Z [---] followers, [--] engagements


"@Sanctuary_Bio @adamfeuerstein @BowTiedBiotech IRA didnt kill smol mols bc patients prefer them. The constant doom and gloom that Pharma or smol mols are dead b/c of IRA are just ignorant. Periphery me-too drugs will die but the industry will move forward largely unchanged. $ABBV isnt exactly cutting FTEs bc IRA"  
[X Link](https://x.com/BoitechB/status/1669092986175750144)  2023-06-14T21:22Z [---] followers, [--] engagements


"$LLY needs to immediately start cross-promoting retatrutide with $MCD. #1 combo meal is a double quarter pounder and an extra large coke with a coupon for reta. Immediately makes both cos more valuable than $AAPL and Aramco"  
[X Link](https://x.com/BoitechB/status/1673451665868075010)  2023-06-26T22:03Z [---] followers, [---] engagements


"$SGEN Big [--] PHX Big 3"  
[X Link](https://x.com/BoitechB/status/1673777322393206784)  2023-06-27T19:36Z [---] followers, [--] engagements


"@bio_clouseau Clay is one step closer to buying $PFE thru hostile takeover and then spinning $SGEN out with him as the CEO. Chess not checkers"  
[X Link](https://x.com/BoitechB/status/1674416233314394112)  2023-06-29T13:55Z [---] followers, [---] engagements


"Albert said something along the lines of "much scrutiny but no opposition". Time continues to tick away does the FTC go for both $AMGN and $PFE this year or does is this just political theatre"  
[X Link](https://x.com/BoitechB/status/1674512689010454532)  2023-06-29T20:21Z [---] followers, [---] engagements


"I know this is Twitter in a nutshell + specifically #biotwitter but identifying personally with ur investments is a really dangerous albeit oftentimes unintended place to be financially and emotionally. If your ego is mixed w an investment ur not seeking info but validation"  
[X Link](https://x.com/BoitechB/status/1674790899828822021)  2023-07-08T05:10Z [---] followers, [----] engagements


"@FYIImNotABot $SGEN I like the arb opp but no pos any more. I think the FTC has their hands full with $AMGN and I think $PFE has the political capital (and lack of cross bundling headlines) to get deal thru tho likely Q1 [--]. W/O $PFE Im less bullish on stock but believe in Epstein. DYODD"  
[X Link](https://x.com/BoitechB/status/1674988254066802689)  2023-07-08T05:10Z [---] followers, [---] engagements


"@Biohazard3737 @HealthcareNinj1 Much higher price Didnt $MRK offer $230 at one point"  
[X Link](https://x.com/BoitechB/status/1677731314684887041)  2023-07-08T17:28Z [---] followers, [--] engagements


"$SGEN $PFE getting second request but all quiet on the eastern (FTC) front. PFE doesnt have the exposed flank that $AMGN had but Im intrigued to see what the FTC tries to spin up to block if it does. W $AVTI loss and no real wins except maybe Illumina FTC could get desp"  
[X Link](https://x.com/BoitechB/status/1679951828556091393)  2023-07-14T20:31Z [---] followers, [---] engagements


"@punnettsqrcap @Biohazard3737 @Kevvy_Kaye They'd also get sued by $HZNP to close the deal a la $TWTR and Musk. Without the FTC as an out it's going to be tough for $AMGN to walk away and if they somehow do it won't be cheap"  
[X Link](https://x.com/BoitechB/status/1682203172637642752)  2023-07-21T01:37Z [---] followers, [--] engagements


"@jfais20 I'm a fan of Robin's but he barely had [--] mos with $SGEN before moving on and had absolutely nothing to do with the $PFE acquisition. Genuine smart and curious but you're stretching if you think there's any readthrough b/t his hiring and a BO"  
[X Link](https://x.com/BoitechB/status/1682221037877092352)  2023-07-21T02:48Z [---] followers, [--] engagements


"@wyv_123 Overall I see what youre saying but $PFE and $MRK are spending more than a few Pennies in m&a"  
[X Link](https://x.com/BoitechB/status/1682245818424913921)  2023-07-21T04:27Z [---] followers, [--] engagements


"Finally getting back and settled from Alaska/Canada and get the feeling that #Oncology #biotech isn't looking great atm. Will be looking to refresh my commercial takes on some small/midcap cos with Q2 earnings releases. Any ideas Thinking $MRTX $SGEN $ADCT to start. Others"  
[X Link](https://x.com/BoitechB/status/1682423946959015936)  2023-07-22T12:47Z [---] followers, [---] engagements


"Skimming through the $SGEN Q2 report and first [--] thots are: [--]. Holy f Padcev [--]. W/o $PFE would $SGEN need an equity raise in the next [--] months Cash burn is shigh & rising in R&D (+33%YoY) and SG&A (+10%YoY) annualized loss from ops at $900M w/ $1Bish in bank"  
[X Link](https://x.com/BoitechB/status/1686736361980571650)  2023-08-02T15:30Z [---] followers, [---] engagements


"$AZ volrustomig (PD-L1/CTLA-4 bispecific) Phase [--] in 1L NSCLC. Astra continues to attack the Lung space with multiple unique shots on goal"  
[X Link](https://x.com/BoitechB/status/1691122119332306944)  2023-08-14T16:18Z [---] followers, [---] engagements


"$PFE approval of elranatamab provides shot in the arm for lagging oncology portfolio. $SGEN can't come soon enough if $PFE wants to remain a top oncology player"  
[X Link](https://x.com/BoitechB/status/1691157770085765125)  2023-08-14T18:40Z [---] followers, [---] engagements


"@BertrandBio I understand that but are you implying that $JNJ is able to price products at a premium because they have a broader MM portfolio than $PFE Late stage MM is a tiny patient pop so I don't see where bundling would be possible or practical. This is giving themes of $REGN $AMGN"  
[X Link](https://x.com/BoitechB/status/1691161746243977216)  2023-08-14T18:55Z [---] followers, [---] engagements


""Softbank $SFTBY more than quadrupled its stake in WeWork $WE during Q2." I'll never get over the $WE story and it appears Masa & Co. can't let it go either. One of the best grifts ever and now SB is tossing more cash onto the fire"  
[X Link](https://x.com/BoitechB/status/1691464730614140929)  2023-08-15T14:59Z [---] followers, [---] engagements


"I'm not holding my breath given past attempts at changing PDM/pricing landscape w/o gov't backing but I really hope this works out. $CVS $UNH @mcuban"  
[X Link](https://x.com/BoitechB/status/1692186325221556655)  2023-08-17T14:47Z [---] followers, [---] engagements


"Far from finished thought but recently been of the mind that $GMAB is interesting to BP as a Seagen pt deaux. $MRK and $BMY will need to plug very large onc holes and I'm very curious how they attempt it. Not much to get excited about in onc lately that moves mid term needle"  
[X Link](https://x.com/BoitechB/status/1692903991124869429)  2023-08-19T14:18Z [---] followers, [---] engagements


"Macro $$ env says no but Q I'm walking around: W/ onc in lull (no new tech with sig + growing/stable revs outside Dxd/CART how do $MRK $BMY plug LOE gap & do they even attempt to w/ new onc assets Do we see BP *relatively* shift away from onc $PFE says no does $MRK $BMY"  
[X Link](https://x.com/BoitechB/status/1692903992974544962)  2023-08-19T14:18Z [---] followers, [---] engagements


"Biotech often gets lost w/ individual investments + less focused on pts but IDK of a more impactful readout in the next [--] months than the $VRTX acute pain trial. No position but easily the trial I'm most hopeful to succeed other than maybe $DAWN"  
[X Link](https://x.com/BoitechB/status/1696910084742500417)  2023-08-30T15:37Z [---] followers, [---] engagements


"$HZNP $AMGN settlement is a big win for (HZNP) shareholders and anti-Khaners alike. I doubt AMGN is as excited about it as they were due to recent Tepezza sales. Big time positive read through to $SGEN closing more quickly than later. $PFE"  
[X Link](https://x.com/BoitechB/status/1697594605624344962)  2023-09-01T12:57Z [---] followers, [---] engagements


"$HZNP FTEs have unvested stock that transfers to $AMGN shares with the same vesting timeline upon close. $SGEN FTEs have all unvested shares vest n accelerate to cash $PFE. Two very different acquisitions with very different impact on employee retention. Will be fun to watch"  
[X Link](https://x.com/BoitechB/status/1697598906362941572)  2023-09-01T13:14Z [---] followers, [---] engagements


"I'm no lawyer but this is surprisingly detailed legalese on excluding future bundling of KXX and TEP and bundling against KXX and TEP competitors Call me a cynic but I bet $$$ that $AMGN Market Access leadership is livid that this is in writing (if binding) $AMGN $HZNP $REGN"  
[X Link](https://x.com/BoitechB/status/1697604944189407578)  2023-09-01T13:38Z [---] followers, [---] engagements


"@BertrandBio Unable to buy additional products in TED or CRG. Not too surprising but fascinating to see it this detailed. Great call outs Bertrand"  
[X Link](https://x.com/BoitechB/status/1697605383043617056)  2023-09-01T13:40Z [---] followers, [--] engagements


"@BertrandBio I completely agree. It's in writing now. I bet $AMGN market access leadership is livid that it's in writing/legally binding"  
[X Link](https://x.com/BoitechB/status/1697607383860781201)  2023-09-01T13:48Z [---] followers, [--] engagements


"@LoriBaker444 I'm not sure I follow your tweet. Mine was in response to $AMGN being limited in bundling any combination of KXX or TEP with $AMGN products. I understand the IV/Oral nature. My meaning is that $AMGN hands are tied in any manner/combo of bundling in the future with these [--] drugs"  
[X Link](https://x.com/BoitechB/status/1697611842926023053)  2023-09-01T14:06Z [---] followers, [--] engagements


"@Sports_bios Agree on just about everything. Slower end to the year unless a TIGIT asset pulls a rabbit out of a hat at #ESMO2023 or otherwise"  
[X Link](https://x.com/BoitechB/status/1697616699590353084)  2023-09-01T14:25Z [---] followers, [---] engagements


"@Sports_bios Great summary. Love the content you're putting out. I'm only "covering" onc (as if I'm some analyst) so muted impact to me but always appreciate hearing what else is going on outside my world. Still waiting for $BMY and $MRK to get frisky again in Onc. Think it'll be big"  
[X Link](https://x.com/BoitechB/status/1697620513278054716)  2023-09-01T14:40Z [---] followers, [---] engagements


"This is going to be a fascinating sector to watch from a clinical business and societal perspective. Can GLP-1s be used chronically Because my cynical take is that these wont change behavior. $LLY $NVO [---] million Americans now on GLP-1 drugs $NVO $LLY https://t.co/IGCXXsOBVh [---] million Americans now on GLP-1 drugs $NVO $LLY https://t.co/IGCXXsOBVh"  
[X Link](https://x.com/BoitechB/status/1698731675772219884)  2023-09-04T16:16Z [---] followers, [----] engagements


"@BiotechObserver @monaco_biotech @jesse_brodkin The data seemibrgly doesnt exist so no one knows if the drugs can be taken for 10-15-20 years. So your jeering about why would they switch or its been used by diabetics for decades is absolutely. Completely. Entirely asinine. Nobody knows. Including you"  
[X Link](https://x.com/BoitechB/status/1698798020626911355)  2023-09-04T20:39Z [---] followers, [--] engagements


"@BiotechObserver @monaco_biotech @jesse_brodkin So have a great Labor Day and maybe just maybe pick up a pallet of humility during the holiday sales. Maybe you can trade some of your superiority complex for it"  
[X Link](https://x.com/BoitechB/status/1698798370503250099)  2023-09-04T20:41Z [---] followers, [--] engagements


"@BiotechObserver @monaco_biotech @jesse_brodkin I asked a question requesting input on whether there was data to back up or even speak to long term utility of a single product. I caveated that I wasnt super knowledgeable of the space hence me asking the question. By your own words the data doesnt exist. So Im good"  
[X Link](https://x.com/BoitechB/status/1698806009538421158)  2023-09-04T21:11Z [---] followers, [--] engagements


"@BiotechObserver @monaco_biotech @jesse_brodkin In evading every question put to you you jeered at me and others about how effectively how simple the questions were. Yet the whole time you offered no actual input and when you did you validated the initial thesis that we cant say these drugs can be taken long term (5+ yes)"  
[X Link](https://x.com/BoitechB/status/1698806280536629262)  2023-09-04T21:12Z [---] followers, [--] engagements


"@PersimmonTI Honest cross functional comms end-to-end viability analysis and inability to terminate projects when necessary are the biggest gaps Ive seen in Pharma development. It seems like this is a step in the right direction. Would be great to see Nas and $NOV turn things around"  
[X Link](https://x.com/BoitechB/status/1698829973744947299)  2023-09-04T22:46Z [---] followers, [---] engagements


"@JacobPlieth @ApexOnco Does $SGEN take Tivdak into 1L Pembro bar is very high. Curious if they shoot for 1L or expand elsewhere"  
[X Link](https://x.com/BoitechB/status/1699129958847897893)  2023-09-05T18:38Z [---] followers, [---] engagements


"When do we see the GLP-1 data on it reversing the effects of climate change and whaling Feel bullish but want to forecast sales bump timing appropriately. Thx. $LLY $NVO"  
[X Link](https://x.com/BoitechB/status/1699600534599000253)  2023-09-07T01:48Z [---] followers, [---] engagements


"$SGEN keeps investing even as $PFE acq looms. Small $$ outlay but interesting operationally w/in broader deal. $PFE has a lot of trust in the $SGEN leadership it seems. Too early to read through anything clinically"  
[X Link](https://x.com/BoitechB/status/1699760138796585275)  2023-09-07T12:22Z [---] followers, [---] engagements


"@ValueDig @CloisterRes $SGEN change was 100% because of domestic violence allegations and previous allegations of drug use from years back"  
[X Link](https://x.com/BoitechB/status/1701214252043030917)  2023-09-11T12:40Z [---] followers, [---] engagements


"$DAWN fingers crossed this gets approved. Need more pediatric onc shots on goal and treatment options badly. Across the board"  
[X Link](https://x.com/BoitechB/status/1701256335869055007)  2023-09-11T15:28Z [---] followers, [---] engagements


"One of the biggest pharma focus areas IMO in IRA era. Personal biases and other behavioral psych factors run amok in pharma dev and they hopefully get a cyclical push backwards in tighter financial environment. The industry needs more of this badly. $RHHBY $NVS $PFE $JNJ"  
[X Link](https://x.com/BoitechB/status/1701267455405162670)  2023-09-11T16:12Z [---] followers, [---] engagements


"Interesting angle from $BCYC similar in timing/risk to the KRAS race between $AMGN and $MRTX. Gotta risk it for the biscuit but it seems that safety is the expected differentiator b/t Padcev so unless there's a clear clin diff don't see it as comm viable. Padcev too far ahead $BCYC aims to follow in $SGEN Padcev's slipstream https://t.co/IRDmhSbsNE $BCYC aims to follow in $SGEN Padcev's slipstream https://t.co/IRDmhSbsNE"  
[X Link](https://x.com/BoitechB/status/1701623388304036049)  2023-09-12T15:46Z [---] followers, [---] engagements


"10% merger arb on $SGEN is still surprisingly juicy to me. What gives Assume close by EOY and $HZNP news what's driving this"  
[X Link](https://x.com/BoitechB/status/1701632387673973118)  2023-09-12T16:22Z [---] followers, [---] engagements


"@TheATGCSeeker But after $AMGN is that really a serious concern Thats kind why Im so surprised. Also the EU side would likely be a breeze since there is no product/pipeline overlap especially after $PFE divested rights to Bavencio right after $SGEN BO announcement "  
[X Link](https://x.com/BoitechB/status/1701689826645577972)  2023-09-12T20:10Z [---] followers, [---] engagements


"$MRNA increasing headcount by 50% in [--] yr (to 6k) 6B annual R&D spend. Bancel: "15 new products approved in next [--] years" "we believe anywhere pembro works INT from $MRNA should improve response of pemrbo alone My grift-ey senses are tingling"  
[X Link](https://x.com/BoitechB/status/1701986176532713583)  2023-09-13T15:48Z [---] followers, [--] engagements


"@JacobPlieth @john_bresnahan And then the BEACON triplet fails for $PFE in CRC which underpinned the Array acquisition. Stops and starts abound"  
[X Link](https://x.com/BoitechB/status/1704112735649517612)  2023-09-19T12:38Z [---] followers, [---] engagements


"@john_bresnahan @JacobPlieth I genuinely dont understand the dev plan for Sasanlimab given upcoming pembro/nivo LOE. But good to see some early teamwork from $SGEN/ $PFE with SEA-TGT. Although I wouldnt be surprised if that trial is DCd within a year"  
[X Link](https://x.com/BoitechB/status/1704119860438110695)  2023-09-19T13:06Z [---] followers, [---] engagements


"@adar170 How often has liquidation happened Incentives all favor mgmnt & the onus on shareholders to organize and enact such a decision. Makes logical sense but executing would be incredibly difficult vs. mgmnt desires. This is exactly why "trading at X% of cash" is futile analysis"  
[X Link](https://x.com/BoitechB/status/1704211435977613490)  2023-09-19T19:10Z [---] followers, [---] engagements


"This needs to be the replay viewpoint of every single run play. Every one. This is amazing. Also Bijan makes my knee ligaments hurt just watching him move. So glad I'm not trying to tackle these dudes anymore"  
[X Link](https://x.com/BoitechB/status/1704565652412055792)  2023-09-20T18:38Z [---] followers, [---] engagements


"@Sanctuary_Bio @AppleHelix I doubt the $SGEN pipeline will bring $10B in [----] revs I'd guess more along $4-5B but I think the real driver is COVID revs coming down (although I expected a Q3/4/1 pop as flu season comes back). But $PFE is paying a premium for a very risky $SGEN pipeline"  
[X Link](https://x.com/BoitechB/status/1705266476314394748)  2023-09-22T17:03Z [---] followers, [---] engagements


"Hearing from $HZNP folks that they expect to be $AMGN employees on 10/9. Company leadership isn't even entertaining thought that Irish Court says no. End of an era. Someone needs to write a book about old Horizon Pharma and the Duexis/Vimovo/Specialty pharma hilarity"  
[X Link](https://x.com/BoitechB/status/1709221778323820914)  2023-10-03T15:00Z [---] followers, [---] engagements


"@JessieChimni Look to Padcev and Bicycle dev strats. Bladder is first step on most Nectin-4 dev programs and where Padcev is making most noise ($1B RR) Big Q: Will CDx strat allow next gen Nectin4 drugs a niche outside of Padcev's tumor-wide label. $SGEN $PFE $BCYC"  
[X Link](https://x.com/BoitechB/status/1709595789075665196)  2023-10-04T15:46Z [---] followers, [---] engagements


"@JessieChimni Bottom graph shows % of patients expressing Nectin [--] by tumor. Urothelial/Bladder is far and away highest expression hence Padcev/ $BCYC focus with their assets. Would need to balance epi w/expression and competition (i.e. don't go to bladder bc $SGEN)"  
[X Link](https://x.com/BoitechB/status/1709597483465376152)  2023-10-04T15:52Z [---] followers, [---] engagements


"@pharmafather123 @EricTokat My money on $MRK or $AZN"  
[X Link](https://x.com/BoitechB/status/1709608915825246292)  2023-10-04T16:38Z [---] followers, [---] engagements


"Khan swinging for the (invisible) fences again. Unsure the angle here but curious to see what itll be without the $AMGN bundling angle. I still think the deal closes easily but the legal machinations should be fun theater. $PFE $SGEN"  
[X Link](https://x.com/BoitechB/status/1709749473356996911)  2023-10-05T01:56Z [---] followers, [---] engagements


"$SNY going after $MRTX. Biotech is so back*. *shhhhh"  
[X Link](https://x.com/BoitechB/status/1710002026116256128)  2023-10-05T18:40Z [---] followers, [---] engagements


"If youre the $SNY BD lead for the $MRTX acquisition what is your elevator pitch to leadership to do this deal $4-5B (with deal premium) forwhat PRMT5 Especially with $AMGN getting a KRAS drubbing in the adcomm"  
[X Link](https://x.com/BoitechB/status/1710006294843973848)  2023-10-05T18:57Z [---] followers, [----] engagements


"Big day for $HZNP employees shareholders and dare I say patients If you've benefited financially from this savor it and be smart with the winnings. If you haven't benefitted financially from this ( $AMGN). You should overpay on another co/asset"  
[X Link](https://x.com/BoitechB/status/1710359469887291881)  2023-10-06T18:20Z [---] followers, [---] engagements


"Death. Taxes. Overrated ND teams choking"  
[X Link](https://x.com/BoitechB/status/1710848886770938345)  2023-10-08T02:45Z [---] followers, [---] engagements


"At what point does $MRK make the prudent decision and acquire $LLY to plug upcoming pembro LOE hole Time for a 🧵👇"  
[X Link](https://x.com/BoitechB/status/1712221625549197461)  2023-10-11T21:40Z [---] followers, [----] engagements


"@pharmafather123 Will be jealous of the GLP1 insights and analytics teams seeing the behavioral trends of patient compliance DC and restarts. This will be so fascinating to watch"  
[X Link](https://x.com/BoitechB/status/1712242497324286310)  2023-10-11T23:03Z [---] followers, [---] engagements


"@Leo09416981 Hahaha theres also no way $MRK or anyone else tries to swallow $LLY. I didnt know of the Indiana legal situation (thank you for that learning) but no one could swallow them even if the law didnt exist. Just having good fun with the insane GLP-1 hype"  
[X Link](https://x.com/BoitechB/status/1712316654070513815)  2023-10-12T03:57Z [---] followers, [---] engagements


"@TheATGCSeeker Hahaha the tweet was a joke but I guess I need to be more sarcasm-forward. Pembro is $25ish B in rev $LLY is a $550B MC. I was just playing on the GLP-1 insanity a bit not a serious tweet. Agreed on thicket and SubQ points though"  
[X Link](https://x.com/BoitechB/status/1712444334795374830)  2023-10-12T12:25Z [---] followers, [--] engagements


"Oh boi $PFE. Brutal time for the stock. Back to late [----] prices. Also curious how 2023/24 "Enterprise-Wide Cost Realignment Program" will impact recent/pending acquisition companies and acquired FTEs. $SGEN $BHVN"  
[X Link](https://x.com/BoitechB/status/1712933215638569002)  2023-10-13T20:47Z [---] followers, [---] engagements


"Bourla & Co. have to be sitting a little calmer today after this readout. Padcev is a monster and will dominate 1L mUC with this data. $PFE $SGEN $SGEN $PFE $MRK EV-302 / KN-A39 EV+P vs CT in 1L LA mUC #ESMO23 PFS HR [----] OS HR [----] ORR 68% vs 44% Gr3+ TRAEs 56% vs 70% I guess we can fairly say that with n=886 enrolled that trial was overpowered https://t.co/5sbrKsAd0F $SGEN $PFE $MRK EV-302 / KN-A39 EV+P vs CT in 1L LA mUC #ESMO23 PFS HR [----] OS HR [----] ORR 68% vs 44% Gr3+ TRAEs 56% vs 70% I guess we can fairly say that with n=886 enrolled that trial was overpowered https://t.co/5sbrKsAd0F"  
[X Link](https://x.com/BoitechB/status/1714362215644741973)  2023-10-17T19:26Z [---] followers, [----] engagements


"2 mo PFS benefit for dato is not exactly stellar. $AZN doesn't have the homerun in lung it may have thought it did. ADC race in NSCLC is still open. #DaiichiSankyo $AZN $GILD TROPION-Lung01 PFS HR [----] in FAS [----] in non-squamous adjudicated Gr3+ ILD 3.4% Dato vs 1.4% chemo [--] related deaths DATO vs [--] chemo https://t.co/zQYsfUtTGt #DaiichiSankyo $AZN $GILD TROPION-Lung01 PFS HR [----] in FAS [----] in non-squamous adjudicated Gr3+ ILD 3.4% Dato vs 1.4% chemo [--] related deaths DATO vs [--] chemo https://t.co/zQYsfUtTGt"  
[X Link](https://x.com/BoitechB/status/1714363154174710020)  2023-10-17T19:30Z [---] followers, [---] engagements


"@Kevin_M_Biotech @Biohazard3737 $MRK is definitely sitting *relatively* calmer because of this data. But they're probably net *not* calm due to Keytruda's light is soon to *relatively* fade. $PFE is in better place in the oncology revenue lifecycle so EV/Pembro $SGEN data is prob hitting like black tar heroin"  
[X Link](https://x.com/BoitechB/status/1714371871733682289)  2023-10-17T20:04Z [---] followers, [---] engagements


"@Ivaj960612 @Kevin_M_Biotech @Biohazard3737 I envy their BD team 😇 $MRK"  
[X Link](https://x.com/BoitechB/status/1714374474899099780)  2023-10-17T20:15Z [---] followers, [--] engagements


"@bigpharmaguy @Kevin_M_Biotech @Biohazard3737 Yep totally. I used to ref Tukysa as $SGEN 2nd most profitable drug just to call this out tho those days are gone even w/ 50/50 split. Prim. pt is this data is critical de-risking catalyst for $PFE. Adcetris and Padcev (even with rev share) are long term blockbusters for $PFE"  
[X Link](https://x.com/BoitechB/status/1714446476397740499)  2023-10-18T01:01Z [---] followers, [---] engagements


"@Bakery_bros May get approved but will likely need to take TROP2-targeted CDx approach (which theyre not doing except I think [--] trial) to get real commercial uptake. This data is very meh"  
[X Link](https://x.com/BoitechB/status/1714658422501658822)  2023-10-18T15:03Z [---] followers, [--] engagements


"I think $PFE Paxlovid govt vs. commercial pricing reality is nice refresher of benefit (there are pitfalls) of IRA. Govt is MASSIVE customer & should be able to price accordingly. Half the comm price. I know its a unique sitch cherry picking yada yada but still. Telling"  
[X Link](https://x.com/BoitechB/status/1714809604633497684)  2023-10-19T01:04Z [---] followers, [---] engagements


"Keep in mind that COVID allowed $PFE to spend $43B on $SGEN (among others) so plenty of money made to still satisfy the markets need for innovation"  
[X Link](https://x.com/BoitechB/status/1714810617847328877)  2023-10-19T01:08Z [---] followers, [---] engagements


"$SGEN $PFE get merger approval from European Commission per sources. All eyes on FTC. Is Lina pot committed or does she fold"  
[X Link](https://x.com/anyuser/status/1715022560344076545)  2023-10-19T15:10Z [--] followers, [---] engagements


"FTC 2nd request is still ongoing for $PFE $SGEN. Has not been finalized per sources. 30-day response clock has not yet started"  
[X Link](https://x.com/BoitechB/status/1715033251289432367)  2023-10-19T15:52Z [---] followers, [---] engagements


"$PFE another nice benefit with $SGEN deal albeit royalties for only [--] years early in Enhertu's monumental rise. Couple hundred million in pure profit ain't a bad day for the $SGEN legal team. $DSKYF $AZ"  
[X Link](https://x.com/BoitechB/status/1715108839073194076)  2023-10-19T20:53Z [---] followers, [---] engagements


"When you cant buy $SGEN buy the company that (allegedly) stole Seagens ADC tech for 1/10th the price (upfront). Wow. This is a huge move by $MRK. Specifically with the focus on/confinement to DXd"  
[X Link](https://x.com/BoitechB/status/1715197668270469486)  2023-10-20T02:46Z [---] followers, [----] engagements


"Dato sum for $AZ $DSNKY: Label cont. to shrink (non-sq) Not pract changing efficacy pricing difficult ex-US OS benefit looks small for nonsq (HR CI band 1.0) Approval yes but adoption likely be moderate CDx strat needed Timeline ext if so Readthru to $SGEN B6A"  
[X Link](https://x.com/BoitechB/status/1716513348810920391)  2023-10-23T17:54Z [---] followers, [---] engagements


"$MRTX $XBI Biotech is a fascinating test bed of behavioral pscyh and economics. It's one big poker game and my lord did Meek and co. need to cash out when the were up. Hindsight is 20/20 I know. Gotta have an objective exit strategy and strategy and stick to it"  
[X Link](https://x.com/BoitechB/status/1716584486928822582)  2023-10-23T22:36Z [---] followers, [---] engagements


"This will be simultaneously hilarious and extremely depressing. Also the free fries are to induce app downloads. Not front running Ozempic. It'll be a while before core $MCD customers are part of the Ozempic venn diagram $LLY $NVO"  
[X Link](https://x.com/BoitechB/status/1716594620677620129)  2023-10-23T23:17Z [---] followers, [---] engagements


"@retailbiotech @jq1234t @Sanctuary_Bio TIGIT-esque"  
[X Link](https://x.com/BoitechB/status/1716847451867324565)  2023-10-24T16:01Z [---] followers, [--] engagements


"@CloisterRes @retailbiotech @jq1234t @Sanctuary_Bio"  
[X Link](https://x.com/BoitechB/status/1716848200206762064)  2023-10-24T16:04Z [---] followers, [--] engagements


"@jq1234t @PersimmonTI I don't see $JNJ. Doesn't really fit their M&A MO and obv the Euro aspect of rumor. Would guess $SNY over $GSK. Novartis seems focused on radio ADCs are another big/differ mfg path - doubtful there too. Crazy idea: Bayer $BAYZF"  
[X Link](https://x.com/BoitechB/status/1716923372049949002)  2023-10-24T21:03Z [---] followers, [---] engagements


"@BiomedicalRX $IPSC [--] yrs of cash w 1st asset starting P1 Jan [----]. 50% of that cash is in corp bonds (not the best asset class RN) with 1-5 year maturities (as Jun '23). If they have to sell b/f maturity that could get VERY ugly. Tough way ahead high cost of $$ env. Lot of dilution coming"  
[X Link](https://x.com/BoitechB/status/1717296636731261073)  2023-10-25T21:46Z [---] followers, [---] engagements


"$SNY realigning some Oncology investment to Immunology within broader efficiencies. Id mark them off the $IMGN board if theyre internally focusing more and more on I&I"  
[X Link](https://x.com/BoitechB/status/1717889852480389491)  2023-10-27T13:03Z [---] followers, [---] engagements


"Haven't dug into transcripts and 10Qs from $SNY and $ABBV but my immediate curiosity is: Does $SNY get cash from CHC divestment to seed an Allergan-esque BO (in 2025-26) to prep for LOEs in 2030s It won't be $IMGN IMO. Who then Also love $ABBV managing thru Humira cliff"  
[X Link](https://x.com/BoitechB/status/1717959570482471136)  2023-10-27T17:40Z [---] followers, [---] engagements


"To clarify I'm not saying $IMGN is of the size/scale of Allergan pre- $ABBV. More that I don't think $IMGN will be a $SNY BO target. Just don't see them paying $5-6B for a largely one-off ADC co"  
[X Link](https://x.com/BoitechB/status/1717960819386826980)  2023-10-27T17:45Z [---] followers, [---] engagements


"@Bakery_bros Long $SGEN. At least the long will be over soon :)"  
[X Link](https://x.com/BoitechB/status/1717961780469596300)  2023-10-27T17:49Z [---] followers, [---] engagements


"@PCM_bio You mean $NVS digest $SNY Or $NVS taking $IMGN Sorry wasnt sure which you were referring to"  
[X Link](https://x.com/BoitechB/status/1717963625552302375)  2023-10-27T17:57Z [---] followers, [---] engagements


"$ABBV mgmt communicates very well IMO. Handling Humira cliff well strategically (Sky+Rin to exceed Humira peak in '27) and in messaging. "2024 is trough year.high single digit CAGR through end of decade" Humira and Aesthetics fully focsd on replacement/extension prods"  
[X Link](https://x.com/BoitechB/status/1717976562371375299)  2023-10-27T18:48Z [---] followers, [---] engagements


"I&I rules no duh but Onc strat is really impressive in focus & discipline. C-Met in NSCLC & CRC is ex of an asset defining & owning [--] patient pop. + spoke to interest in next gen CAR-T & expanding BCMA. Strong plays across modalities. Diverse yet high impact. Good stuff $ABBV"  
[X Link](https://x.com/BoitechB/status/1717979858490241028)  2023-10-27T19:01Z [---] followers, [---] engagements


"Bye bye $AMGN $PFE is coming for your eye"  
[X Link](https://x.com/BoitechB/status/1718006923956548095)  2023-10-27T20:49Z [---] followers, [---] engagements


"It's really impressive how much fanfare $AZ / $SGEN get for being the ADC "leaders" but Japan ( $DSKYF) and China (smaller cos + $BGNE) are currently serving as the dev center for the next gen of ADCs"  
[X Link](https://x.com/BoitechB/status/1719014831133495791)  2023-10-30T15:34Z [---] followers, [---] engagements


"$PFE release today. Waiting for 10-Q for more detail. $SGEN sales (more importantly Padcev 1L growth) can't come soon enough to PFE onc. Onc = 21% of total revs (-5% growth) Ibrance alone 9.4% of total revs. Diversification & growth needed. But can $SGEN pipeline deliver"  
[X Link](https://x.com/BoitechB/status/1719353204784119879)  2023-10-31T13:58Z [---] followers, [---] engagements


"$PFE Dolston "very excited" by Disitimab Vedotin P3$SGEN. Even with BTD phrasing surprises me given 1) Enhertu 2) Padcev in 1L Enhertu pan-tumor looms + DV will need to beat Pad meaningfully DV might carve a niche in HER2 bladder but that's only if $AZ $DSKYF looks elsewhere"  
[X Link](https://x.com/BoitechB/status/1719368069070352780)  2023-10-31T14:57Z [---] followers, [---] engagements


"@xDILAUDEADx @quantian1 Me too. Good thing the word hasn't gotten out yet too much either. Imagine the SP losses when $PFE or $MRK or $BMY catch wind of this cure. I think $MRNA has the chance to be bigger than WeWork $WE with this cure in the bag"  
[X Link](https://x.com/BoitechB/status/1720143495548068289)  2023-11-02T18:19Z [---] followers, [---] engagements


"$SGEN with an Adcetris [---] Also VERY interesting that they're moving into the TOPO1 payload world outside of vedotins. $PFE $SGEN . $PFE Seagen . Pfizer New Data for ADCETRIS (brentuximab vedotin) with Immunotherapy Combination in Hodgkin Lymphoma to be Featured at [----] ASH Annual Meeting and Seagen to Unveil Novel CD30-Directed Antibody-Drug Conjugate https://t.co/zRUYgIvQ4e https://t.co/q0lAPCl4Hq $SGEN . $PFE Seagen . Pfizer New Data for ADCETRIS (brentuximab vedotin) with Immunotherapy Combination in Hodgkin Lymphoma to be Featured at [----] ASH Annual Meeting and Seagen to Unveil Novel"  
[X Link](https://x.com/BoitechB/status/1720153580047315112)  2023-11-02T18:59Z [---] followers, [---] engagements


"Trodelvy 6% QoQ sequential growth in the US to $201M for Q3 $283 WW sales. Annualized as a blockbuster WW soon to be in the US especially if/when Lung added. Unsure how I feel about this drug tbh. Curious to see how it continues on vs. dato or other TROP2s. $GILD"  
[X Link](https://x.com/BoitechB/status/1722286663769190876)  2023-11-08T16:15Z [---] followers, [---] engagements


"$AZ $DSKYF TropionLung-08 further constrains 1L trial population to Non-squamous only (already with PD-L1 50% and non-AGA). That dato long term revenue forecast continues to shrink"  
[X Link](https://x.com/BoitechB/status/1722323475455676599)  2023-11-08T18:41Z [---] followers, [---] engagements


"Be aware & honest with yourself if UR here to make a living/retire on $XBI investment & outperform $VOO. You very likely wont TBH. $XBI is similar to VC sector IMO. Great as a sector in bull markets w/ loose money. Hideous in 🧸 mkts. Only select cos outperform not whole $XBI"  
[X Link](https://x.com/BoitechB/status/1723019576974209312)  2023-11-10T16:47Z [---] followers, [---] engagements


"And last but not least in $XBI timing is a massively important variable. Just look at $MRTX $AXSM Hillary Clinton tweet or IRA fearmongering. Extremely sensitive sector to a multitude of factors. Be very aware of that before you start stonking"  
[X Link](https://x.com/BoitechB/status/1723019579033600080)  2023-11-10T16:47Z [---] followers, [---] engagements


"@Bakery_bros Padcev shmadcev. $SGEN doesn't even have bicycles. Have you seen the $BCYC slides They're beautifully made. I've got all I need to see"  
[X Link](https://x.com/BoitechB/status/1723023150038777875)  2023-11-10T17:01Z [---] followers, [---] engagements


"This 100% guarantees a [----] close. Likely Feb/March IMO. But more importantly what is the FTC probing on so much more than it did with $AMGN / $HZNP https://seekingalpha.com/news/4035020-pfizer-may-file-substantial-compliance-with-ftc-on-seagen-in-3-4-weeks-cnbc https://seekingalpha.com/news/4035020-pfizer-may-file-substantial-compliance-with-ftc-on-seagen-in-3-4-weeks-cnbc"  
[X Link](https://x.com/BoitechB/status/1723030409233981946)  2023-11-10T17:30Z [---] followers, [---] engagements


"@AaronRosenblum5 I can't debate validity of report but if it is 3-4 weeks before compliance aka Dec [--]. There is no realistic way that the FTC let's $PFE $SGEN close in [--] days after that. Already 2X longer review than $HZNP & FTC fought for [--] month after that. Don't see [----] close reality"  
[X Link](https://x.com/BoitechB/status/1723033442793755069)  2023-11-10T17:42Z [---] followers, [---] engagements


"@AaronRosenblum5 Fair but they also haven't reported that request is complete. Largely meaningless IMO. FTC is killing time & can't actually block but curious that they seem (I believe this report) to be hammering $PFE w/ Qs. More than $AMGN who had a bundling lawsuit to pique FTC interest"  
[X Link](https://x.com/BoitechB/status/1723035694786867566)  2023-11-10T17:51Z [---] followers, [---] engagements


"I simply cannot get enough of $WE insanity. I prefer to inject this story into my veins ahead of all GLP-1s. SELECT data be damned. $LLY $NVO"  
[X Link](https://x.com/BoitechB/status/1723359395176734961)  2023-11-11T15:17Z [---] followers, [---] engagements


"Wait a tick: Is that an $XBI deal for small molecule development with the help of AI This must be a psyop from FDA and IRA-longs to trick us. IRA outlawed all innovation and small molecule development. $AMGN"  
[X Link](https://x.com/BoitechB/status/1726688725848256744)  2023-11-20T19:47Z [---] followers, [---] engagements


"Small n given profit growth & MC for $UNH & $CVS but outside reg action the only change method is "voting with your feet". It will take a lot more of this but interesting anecdote on the space. Arguably biggest storyline in industry (5-10 yr term) IMO"  
[X Link](https://x.com/BoitechB/status/1726983272436318473)  2023-11-21T15:17Z [---] followers, [---] engagements


"$BNB-USD CZ steps down and will plead guilty but will maintain majority stake in Binance. $4.3B fine to the company. Crypto is hilarious"  
[X Link](https://x.com/BoitechB/status/1727026246624932020)  2023-11-21T18:08Z [---] followers, [---] engagements


"@sharkbiotech Can you give another sentence or two on Bibi and what hes doing to be the most hated Im just curious pretty uninformed overall"  
[X Link](https://x.com/BoitechB/status/1728848787505090575)  2023-11-26T18:50Z [---] followers, [---] engagements


"Very interesting insight to GLP-1 GtN estimates. Top line will be huge for these drugs but out of the gates GtN is high although it's a volume-based product strategy anyways. Curious to see how far this net price drops with increased competition. $LLY $NVO"  
[X Link](https://x.com/BoitechB/status/1729248603749630113)  2023-11-27T21:19Z [---] followers, [----] engagements


"$MTN Vail Resorts is very well known to be a terrible company to work for. If you think this is the job of a lifetime maybe ask why it's open $250k/ year + free skiing to do M&A and IR: https://t.co/f3AqYMubId $250k/ year + free skiing to do M&A and IR: https://t.co/f3AqYMubId"  
[X Link](https://x.com/BoitechB/status/1729508358556725422)  2023-11-28T14:31Z [---] followers, [---] engagements


"@adar170 Gotta pay down that $SGEN debt and maintain the divvy. Starting to look attractive at 5.5%"  
[X Link](https://x.com/BoitechB/status/1729533648217551157)  2023-11-28T16:12Z [---] followers, [---] engagements


"@john_bresnahan @adar170 Yep my tweet was short term. $SGEN close w/in 3-4 months (fair) so I doubt they buyback heading into debt issuance & if they do itll be small. Agree & understand PFE has many levers. I like the investment here and am kicking the tires. Only concern is $SGEN pipe delivering"  
[X Link](https://x.com/BoitechB/status/1729557982839550131)  2023-11-28T17:48Z [---] followers, [---] engagements


"On $IMGN periphery but if youre $XBI investing - Hoping for a buyout - Using insider buys/sales as guidance (Gif) People buy & sell shares for personal reasons which are infinite Info can be broad or contained in smid bios. Outside of Board/CEO tough to know who knows"  
[X Link](https://x.com/BoitechB/status/1730251923926765708)  2023-11-30T15:46Z [---] followers, [---] engagements


"$PFE $SGEN internal rumblings about close coming in late December. Surprising to me tbh but haven't heard this level of confidence/detail from rank and files since initial announcement"  
[X Link](https://x.com/BoitechB/status/1730284285821665778)  2023-11-30T17:54Z [---] followers, [----] engagements


"$PFE $SGEN - Bye bye $BCYC FDA Grants Priority Review for Supplemental Biologics License Application (sBLA) of PADCEV (enfortumab vedotin-ejfv) with KEYTRUDA (pembrolizumab) for First-Line Treatment of Advanced Bladder Cancer $SGEN https://t.co/nkTgsdCFx4 FDA Grants Priority Review for Supplemental Biologics License Application (sBLA) of PADCEV (enfortumab vedotin-ejfv) with KEYTRUDA (pembrolizumab) for First-Line Treatment of Advanced Bladder Cancer $SGEN https://t.co/nkTgsdCFx4"  
[X Link](https://x.com/BoitechB/status/1730351263735226766)  2023-11-30T22:21Z [---] followers, [---] engagements


"Unsure about the new Tukysa/Kadcyla data for $SGEN $PFE other than deepening Tukysa as the BM drug (1st) and Enhertu backup (2nd) in mBC. IMO combo doesn't break Enhertu grip and only substantiate Tukysa hold on BM market. Minimum upside but good reaffirmation of BM strat"  
[X Link](https://x.com/BoitechB/status/1732453007609184759)  2023-12-06T17:32Z [---] followers, [---] engagements


"Rumblings intensifying. Some internal sources saying any day now. Still unsure if I buy it. $SGEN $PFE $PFE $SGEN internal rumblings about close coming in late December. Surprising to me tbh but haven't heard this level of confidence/detail from rank and files since initial announcement. $PFE $SGEN internal rumblings about close coming in late December. Surprising to me tbh but haven't heard this level of confidence/detail from rank and files since initial announcement"  
[X Link](https://x.com/BoitechB/status/1732518651407028335)  2023-12-06T21:53Z [---] followers, [----] engagements


"@john_bresnahan Very curious about read through to Skyrizi/Rinvoq performance. Maybe they're not bringing the later 2020's revs that $ABBV needs them to"  
[X Link](https://x.com/BoitechB/status/1732544025218163167)  2023-12-06T23:34Z [---] followers, [---] engagements


"$NVDA CEO biotech pump is hype & little substance. Industry devs slow by design (reg & cap intensity) Concept of "every researchers contributions compound on each other" is laughable w/ IP & state of clinical disclosures We are so far from $XBI being "engineering ¬ science""  
[X Link](https://x.com/BoitechB/status/1732555862898831515)  2023-12-07T00:21Z [---] followers, [---] engagements


"Every company is it's own healthcare landscape it's own $XBI. Very little clinical data gets out and very little outside data from other companies come in. Completely different than software and hardware world of $NVDA. Extremely siloed industry which slows down development"  
[X Link](https://x.com/BoitechB/status/1732555866539450563)  2023-12-07T00:21Z [---] followers, [---] engagements


"@bigpharmaguy @CloisterRes Yea Im just catching up due to travel. I was more speaking to TIGIT-class in general being lackluster and this being another data point for that. $MRK still has other TIGIT trials ongoing though"  
[X Link](https://x.com/BoitechB/status/1733153382959911233)  2023-12-08T15:55Z [---] followers, [---] engagements


"@Sports_bios Internal $SGEN rumor is close coming any day now"  
[X Link](https://x.com/BoitechB/status/1734271535253225649)  2023-12-11T17:58Z [---] followers, [---] engagements


"Was wondering when this would get snatched up. $BMY almost definitely wasnt the only bidder. APAC is really driving the future ADC world"  
[X Link](https://x.com/BoitechB/status/1734360677047832980)  2023-12-11T23:53Z [---] followers, [---] engagements


"$SGEN end of an era. Shocked this approval came so early and without a fight from the FTC. All of that COVID political capital getting spent Internal rumors were on point also surprisingly. $PFE But nobody cares b/c of the cancelled Pompe deal yesterday right Pfizer $PFE Receives All Required Regulatory Approvals to Complete the Acquisition of Seagen $SGEN https://t.co/emWCrscUxL But nobody cares b/c of the cancelled Pompe deal yesterday right Pfizer $PFE Receives All Required Regulatory Approvals to Complete the Acquisition of Seagen $SGEN https://t.co/emWCrscUxL"  
[X Link](https://x.com/BoitechB/status/1734595617140392179)  2023-12-12T15:26Z [---] followers, [---] engagements


"@john_bresnahan Does $PFE try and sneak sasanlimab in as the combo with Adcetris instead of Nivo The Nivo data (ex Adcetris) is going to make waves before this data bears out"  
[X Link](https://x.com/BoitechB/status/1734606923528597568)  2023-12-12T16:11Z [---] followers, [---] engagements


"By far the most exciting aspect of $SGEN $PFE is going to be the next 9-12 months of watching what $PFE does with the $SGEN pipeline. Esp keen to see how Pfizer handles DV (doesnt touch it) and what the dev path for B6A is. Expect some assets to be quickly culled (SEA-TGT)"  
[X Link](https://x.com/BoitechB/status/1734610903763665261)  2023-12-12T16:27Z [---] followers, [---] engagements


"@john_bresnahan @pharmafather123 @adar170 Agreed - Pfizer needs to execute with what it has and also evaluate all of $SGEN pipeline with a fine tooth comb. Theyve got assets to liquidate if they need to buy but I hope they take a second and digest. Looking at other big pharmas with gaps to fill $MRK $BMY $NVS"  
[X Link](https://x.com/BoitechB/status/1734652304521863340)  2023-12-12T19:11Z [---] followers, [---] engagements


"@unusual_whales bet there are some interesting options trades on $SGEN leading up to todays announcement. Someone always knows. Rumblings intensifying. Some internal sources saying any day now. Still unsure if I buy it. $SGEN $PFE Rumblings intensifying. Some internal sources saying any day now. Still unsure if I buy it. $SGEN $PFE"  
[X Link](https://x.com/BoitechB/status/1734654996837257446)  2023-12-12T19:22Z [---] followers, [---] engagements


"Albeit risky I like $MRK's onc strategy to prep for pembro LOE partnering w/ multiple cos pursuing ADCs especially incl. $DSKYF. Early take but if I'm them I'm happy I "lost" out on the $SGEN auction although LV stings big time $BMY behind. https://ir.c4therapeutics.com/news-releases/news-release-details/c4-therapeutics-announces-license-and-research-collaboration https://ir.c4therapeutics.com/news-releases/news-release-details/c4-therapeutics-announces-license-and-research-collaboration"  
[X Link](https://x.com/BoitechB/status/1734680632155099492)  2023-12-12T21:04Z [---] followers, [---] engagements


"$SGEN fun note: Clay Siegall gets an extra $40M because the deal closes in [----]. Sometimes (oftentimes) good things happen to bad people. $PFE $IMNM"  
[X Link](https://x.com/BoitechB/status/1734699856793686171)  2023-12-12T22:20Z [---] followers, [---] engagements


"$PFE Goose doesnt miss"  
[X Link](https://x.com/BoitechB/status/1734964938039558551)  2023-12-13T15:54Z [---] followers, [----] engagements


"Catching up on the $PFE webcast & continue to be impressed by Denton. Starting to see @adar170 view more. I don't think Bourla will be around much longer unless Padcev & VERY near term readouts from $SGEN (B6A DV Adcetris long term) are +ve. His BD needs to prove itself FAST"  
[X Link](https://x.com/BoitechB/status/1734988421595070930)  2023-12-13T17:27Z [---] followers, [---] engagements


"@adar170 Boshoff reaffirms $10B in revs from $SGEN by [----] and speaks specifically about EV-302 being a (seemingly) critical driver for achieving [----] revs. Would love to know what % of that $10B is from SGEN NMEs and equally Adcetris (given nivo data)"  
[X Link](https://x.com/BoitechB/status/1734989907850924494)  2023-12-13T17:33Z [---] followers, [---] engagements


"@adar170 No divvy cut on $PFE radar. Priorities going forward post- $SGEN close. [--]. Maintain & grow dividend [--]. Deleveraging [--]. Return to BD [--]. Reinvest in the core business Sounds like few years of "boring" mgmt & low flashy BD $PFE really has to execute or this gets extremely ugly"  
[X Link](https://x.com/BoitechB/status/1734998041503908153)  2023-12-13T18:05Z [---] followers, [---] engagements


"@john_bresnahan I know Padcev is a beast but the confidence $PFE has in the $SGEN pipeline is a bit shocking to me. Pipeline/NMEs seemingly provide $4/$10B in [----] revs What asset(s) is going to readout in the next 3-4 years that will provide that boost"  
[X Link](https://x.com/BoitechB/status/1735000591468732868)  2023-12-13T18:15Z [---] followers, [---] engagements


"@john_bresnahan Yea agreed on the price benefit but I think my curiosity is really around the timing. Other than B6A / DV $SGEN has no P3s that are going to really impact the "NME" contribution to that $10B. Unless B6A is the next Enhertu (it isn't) the implied time to peak is bonkers"  
[X Link](https://x.com/BoitechB/status/1735002760255328650)  2023-12-13T18:24Z [---] followers, [---] engagements


"Big day for $SGEN employees and shareholders. Congrats on what could be a life changing/altering financial benefit. Be humble be thankful and be proud. $PFE - time to execute"  
[X Link](https://x.com/BoitechB/status/1735338683346083905)  2023-12-14T16:39Z [---] followers, [---] engagements


"$PFE $SGEN Mesothelin ADC $pfe $sgen Moar adc 53m u/f https://t.co/k12xAHMKnn $pfe $sgen Moar adc 53m u/f https://t.co/k12xAHMKnn"  
[X Link](https://x.com/BoitechB/status/1735447724240028115)  2023-12-14T23:52Z [---] followers, [---] engagements


"Curious if this was cooked up by $SGEN or $PFE given timing of announcement. Given timing and size of deal Im guessing $SGEN"  
[X Link](https://x.com/BoitechB/status/1735448141527130602)  2023-12-14T23:54Z [---] followers, [---] engagements


"$PFE $SGEN Padcev train continues to push forward. What does it mean for $BCYC comparator arm in upcoming trials $PFE $MRK $ALPMY FDA approves enfortumab vedotin-ejfv with pembrolizumab for locally advanced or metastatic urothelial cancer. [--] months before PDUFA https://t.co/5K99H1XTeJ $PFE $MRK $ALPMY FDA approves enfortumab vedotin-ejfv with pembrolizumab for locally advanced or metastatic urothelial cancer. [--] months before PDUFA https://t.co/5K99H1XTeJ"  
[X Link](https://x.com/BoitechB/status/1735778752259407999)  2023-12-15T21:47Z [---] followers, [---] engagements


"3 wins and all pretty straightforward IMO. There are good uses of the FTC (few and far between) and Id say these [--] blocks are good ones. $SNY $ILMN FTC [--] wins Adobe/figma Ilmn/grail Sny/maze FTC [--] wins Adobe/figma Ilmn/grail Sny/maze"  
[X Link](https://x.com/BoitechB/status/1736762779032240330)  2023-12-18T14:58Z [---] followers, [---] engagements


"Goose never misses. But actually I wonder if there are IP considerations/concerns with the Hansoh deal and other China ADC deals $GSK $AZ $DSKYF ADCs so hot right now. But we've also seen some IP concerns come up from $SGEN $DSKYF and now $ABBV. Lots of linker overlap 🫢 $GSK deal is 🔥🔥🔥🔥 https://t.co/RBCCSz9NE7 $GSK deal is 🔥🔥🔥🔥 https://t.co/RBCCSz9NE7"  
[X Link](https://x.com/BoitechB/status/1737519163407564895)  2023-12-20T17:03Z [---] followers, [---] engagements


"$BMY M&A train chugs along with $KRTX"  
[X Link](https://x.com/BoitechB/status/1738184078778630491)  2023-12-22T13:05Z [---] followers, [---] engagements


"@adar170 Agree w/ your intent but I think $SGEN is an overpay for an overhyped pipeline. Padcev is a monster but adcetris will take some hits and Im not sold on pipeline being otherworldly. IMO similar to $IMGN premium price for established product and then overhyped fut expectations"  
[X Link](https://x.com/BoitechB/status/1738185189216457154)  2023-12-22T13:10Z [---] followers, [---] engagements


"$JNJ hops into ADCs with a TROP2 from Legochem. ADCsso hot right nowADCs Legochem Bio has transferred to Janssen the exclusive worldwide rights to develop and commercialize LCB84 (Trop2-ADC) -Total deal value: $1.7Bn -Initial upfront payment: $100M - Fee for exercising option for solo development: $200M https://t.co/Il5tVVGmcr Legochem Bio has transferred to Janssen the exclusive worldwide rights to develop and commercialize LCB84 (Trop2-ADC) -Total deal value: $1.7Bn -Initial upfront payment: $100M - Fee for exercising option for solo development: $200M https://t.co/Il5tVVGmcr"  
[X Link](https://x.com/BoitechB/status/1739440063459545139)  2023-12-26T00:16Z [---] followers, [---] engagements


"@adar170 $LLY would be a riskier IMO but more potential alpha due to sky high valuation. $BMY is a safer short but less return potential. Next 3-5 years for $BMY are borderline panic for top line and divvy safety"  
[X Link](https://x.com/BoitechB/status/1739696304270270624)  2023-12-26T17:14Z [---] followers, [---] engagements


"@Biohazard3737 100% agree. Im jealous of the $BMY BD team over the next few years. Theyre going to be BUSY"  
[X Link](https://x.com/BoitechB/status/1739703468082790563)  2023-12-26T17:43Z [---] followers, [---] engagements


"Was late to this due to holiday travel but completely agree with Sheep here. $BMY in trouble and trying to spend their way out. @Biohazard3737 If you ask me this is panic @ $BMY. Probably post Bayers Asundexian failing on non-inferiority @ interim. If you ask me this is panic @ $BMY. Probably post Bayers Asundexian failing on non-inferiority @ interim"  
[X Link](https://x.com/BoitechB/status/1739703667815493931)  2023-12-26T17:44Z [---] followers, [---] engagements


"Would gamble that $PFE is on this list be end of [----] while $LLy and $NVO fall due to GLP1 hype receding. Love $ABBV and $JNJ always solid. Agreed $AZN is arguably best positioned although $ABBV is close IMO $PFE not a top [--] [--]. $LLY no surprise [--]. $NVO neither [--]. $JNJ neither [--]. $ABBV Pretty cool for a "young" large pharma [--]. $MRK great [--]. $RHHBY great [--]. $AZN amazing still it's one of the best positioned [--]. $TMO Great co [--]. $NVS love them [--]. $ABT surprising with the GLP1 saga https://t.co/mKNOWfNFg1 $PFE not a top [--] [--]. $LLY no surprise [--]. $NVO neither [--]. $JNJ neither [--]. $ABBV Pretty cool"  
[X Link](https://x.com/BoitechB/status/1743352980458651868)  2024-01-05T19:25Z [---] followers, [---] engagements


"@adar170 $LLY compliance is going to be very choppy. Long runway but curious if [----] brings chop to the GLP-1s No position but easily the indication/market I'm most interested in personally Jealous of the $LLY and $NVO Analytics teams as they see this market develop up close"  
[X Link](https://x.com/BoitechB/status/1744451773568344381)  2024-01-08T20:11Z [---] followers, [---] engagements


"@adar170 It seems like a very harmless and highly logical FTC argument against the deal. Anyone else $NVS $MRK etc could easily buy the Pompe drug just not them. The doomer vibes from FTC & IRA clash in a fascinating way with the recent M&A euphoria"  
[X Link](https://x.com/anyuser/status/1744756428143759604)  2024-01-09T16:22Z [--] followers, [---] engagements


"@adar170 nails it $ARRY was dud w/ BEACON triplet fail. $PFE isnt a place most $SGEN people will want to stay. Every co is in a cycle & people are drawn to work on certain points in the cycle. Very few $SGEN ppl intrigued by late cycle high beauracracy co. High attrition coming glad to see Boura learning from $ARRY fiasco where everyone left glad to see Boura learning from $ARRY fiasco where everyone left"  
[X Link](https://x.com/BoitechB/status/1744758030271418834)  2024-01-09T16:28Z [---] followers, [---] engagements


"Death. Taxes. TIGIT setbacks. $CHRS $ITOS $RCUS $RHHBY $GILD Two more Tigit setbacks $CHRS $RHHBY $BGNE $NVS $ITOS $GSK $GILD $RCUS https://t.co/v2pI8Q7vFe Two more Tigit setbacks $CHRS $RHHBY $BGNE $NVS $ITOS $GSK $GILD $RCUS https://t.co/v2pI8Q7vFe"  
[X Link](https://x.com/anyuser/status/1745116313402449938)  2024-01-10T16:12Z [--] followers, [---] engagements


"Belichick and Saban are gearing up for a [----] White House run per sources"  
[X Link](https://x.com/BoitechB/status/1745461458396397872)  2024-01-11T15:03Z [---] followers, [---] engagements


"@GooseData Pls add label to pool water saying: "$43B in $PFE shareholder value" Pls turn by EOD. Tx"  
[X Link](https://x.com/BoitechB/status/1748026650409750743)  2024-01-18T16:56Z [---] followers, [---] engagements


"@KlendathuCap Not Margeaux Sad. But actually congrats"  
[X Link](https://x.com/BoitechB/status/1748039811389079723)  2024-01-18T17:49Z [---] followers, [--] engagements


"Docetaxel = Mahomes monotherapy ADCs in 2L NSCLC = Allen Interesting pos OS call out for PD-1 non-responsive pts (60% of trial pop) $GILD $PFE $AZN cc:@GooseData"  
[X Link](https://x.com/BoitechB/status/1749446419876872237)  2024-01-22T14:58Z [---] followers, [---] engagements


"$GILD earnings call on Feb 6th will be a very interesting one in discussing FY [--] Trodelvy revs/24 expectations but also huge Q&A RE: lung intentions future & onc BD thoughts. I don't envy O'Day and also think he's on the hot seat. Will be doing some analysis in prep of earnings"  
[X Link](https://x.com/BoitechB/status/1749497649776955743)  2024-01-22T18:21Z [---] followers, [---] engagements


"I genuinely don't know how shareholders can read these with a straight face and say "yea I want my money in that company" with any degree of confidence/sincerity. This $TSLA cult is fascinating. $TSLA's earnings calls are known for producing memorable quotes and yesterday's Q4 was no different. We have as usual gathered our favorites 🧵 [--]. As on multiple earnings calls before Elon says he believes Tesla can one day be the most valuable company in the world: https://t.co/7u9HI1mRDR $TSLA's earnings calls are known for producing memorable quotes and yesterday's Q4 was no different. We have as"  
[X Link](https://x.com/BoitechB/status/1750593030728695930)  2024-01-25T18:54Z [---] followers, [---] engagements


"@Bakery_bros Too soon. $GILD is still crying in the corner"  
[X Link](https://x.com/BoitechB/status/1750911866350514625)  2024-01-26T16:01Z [---] followers, [---] engagements


"@Bakery_bros Agreed I was more speaking to the EVOKE readout and it being a tough go for $GILD similar to dato Dxd for $AZN. But your point is apt for seemingly every small/mid-cap ADC readout"  
[X Link](https://x.com/BoitechB/status/1751001884758819002)  2024-01-26T21:59Z [---] followers, [--] engagements


"$PFE already thinning $SGEN pipeline. Will be fascinating to see what else is trimmed. $PFE terminated Seagen anti-TIGIT (SEA-TGT/SGN-TGT) study in combination with sasanlimab (anti-PD1) and brentuximab vedotin due to portfolio prioritization. $RHHBY $GILD $RCUS $GSK $ITOS https://t.co/YBSIorP6C2 $PFE terminated Seagen anti-TIGIT (SEA-TGT/SGN-TGT) study in combination with sasanlimab (anti-PD1) and brentuximab vedotin due to portfolio prioritization. $RHHBY $GILD $RCUS $GSK $ITOS https://t.co/YBSIorP6C2"  
[X Link](https://x.com/BoitechB/status/1751706216051425565)  2024-01-28T20:38Z [---] followers, [---] engagements


"@jq1234t @DueDoctor I prefer $MRK current strategy taking $SGEN outright. Merck also paid $1B for SGENs LV and parts of Tukysa and invested another 1B in SGEN stock & LV was a dud. $PFE got SeaGen but paid huge price premium basically for Padcev growth & huge hope for MASSIVE pipeline success"  
[X Link](https://x.com/BoitechB/status/1751708406216351980)  2024-01-28T20:46Z [---] followers, [---] engagements


"@jq1234t @DueDoctor MRK was bidding for SGEN extremely hard so I do think their intention was pretty clear until mid-2022 when $PFE stepped in & went hard after $SGEN. I dont think their strategies in onc were really different until recently. Overall Id be happy to miss out on SGEN if I was MRK"  
[X Link](https://x.com/BoitechB/status/1751716077115945403)  2024-01-28T21:17Z [---] followers, [---] engagements


"O'Day will be ousted as $GILD CEO by June [--] [----]. The oncology failures will continue until management improves. $RCUS $GILD Why not just buy the company at this point Additional Equity Investment of $320M Raising Gileads Ownership Stake in Arcus to 33% $GILD $RCUS https://t.co/vjX0rvfSaD Why not just buy the company at this point Additional Equity Investment of $320M Raising Gileads Ownership Stake in Arcus to 33% $GILD $RCUS https://t.co/vjX0rvfSaD"  
[X Link](https://x.com/BoitechB/status/1752105931121324315)  2024-01-29T23:06Z [---] followers, [---] engagements


"Small thing but interesting how LITTLE Bourla speaks during $PFE $SGEN Q&A. [----] is huge for Big Blue but individually for Bourla too. Wonder if he plays a more vocal role At risk of falling by the wayside if he lets Denton (amazing) Boshoff and Dolsten take every Q"  
[X Link](https://x.com/BoitechB/status/1752451184156102984)  2024-01-30T21:58Z [---] followers, [---] engagements


"I'm still very reticent on $PFE guidance for $SGEN to provide $10B in revs in [----]. [----] guide is $3.1B for $SGEN which should include a big Padcev bump due to 12/23 1L approval. I just don't see pipeline providing $5B (assuming Pad cont growth) by [----]. DV aint it. Is B6A"  
[X Link](https://x.com/BoitechB/status/1752453722947391846)  2024-01-30T22:08Z [---] followers, [---] engagements


"Fun albeit uninformed Q RE: $TSLA comp plan reversal from Delaware Court: Does reduction in assets impact Elon's collateral w Morgan Stanley for TWTR Neuralink or any other backers or investments Curious if domino effect may occur or if he's just still rich & it means nada"  
[X Link](https://x.com/BoitechB/status/1752496210059870492)  2024-01-31T00:57Z [---] followers, [---] engagements


"@john_bresnahan Where is SGN-B6A on the list of P3s I see DV but not B6Adidnt $SGEN mention theyve moved B6A to a P3 last year in tandem with DV $PFE"  
[X Link](https://x.com/BoitechB/status/1752722546699694316)  2024-01-31T15:56Z [---] followers, [----] engagements


"The aduhelm saga needs its own book. The embarrassment to the company pharma industry and alz research cannot be overstated. A true embarrassment. If reincarnation is a thing I want to come back as a journalist and write a tell-all on Aduhelm. Book 2: @wagieeacc $BIIB"  
[X Link](https://x.com/BoitechB/status/1752723769150652625)  2024-01-31T16:01Z [---] followers, [---] engagements


"$BCYC running big time risk with comparator arm of chemo. Putting corporate interest patient interest as pharma does. I think this is DOA personally. $PFE Interesting Q given this being an election year is how would a Repub FDA look at this comparator in 2-3 years $BCYC rides onto its accelerated pathway https://t.co/6itMdMmlvV $BCYC rides onto its accelerated pathway https://t.co/6itMdMmlvV"  
[X Link](https://x.com/BoitechB/status/1752725190142730335)  2024-01-31T16:07Z [---] followers, [---] engagements


"@john_bresnahan I love having a kindred spirit in analyzing $PFE. B6A isn't a huge delay or red flag but I feel it's the only identifiable (and marketed by $SGEN mgmt) NME asset that $PFE is buying and hoping to provide $5-6B in revs by [----]. They need to execute here"  
[X Link](https://x.com/BoitechB/status/1752727005735395477)  2024-01-31T16:14Z [---] followers, [---] engagements


"@john_bresnahan But from an NME perspective I just don't see the future in Oncology $PFE Oncology blockbusters in 2030: - Padcev - Elrexfio - Sasanlimab (doubtful with generic PD1s no) - Adcetris (assuming no biosims and can stave off nivo) - Doubtful on DV - B6A (vs. TROP2s I'm hesitant)"  
[X Link](https://x.com/BoitechB/status/1752729835036647764)  2024-01-31T16:25Z [---] followers, [---] engagements


"@john_bresnahan Agreed will be appointment television (twittervision ) They've REALLY got to squeeze the juice from $SGEN pipeline TIGIT ALPV STNV LV (from before) all gone. What does $PFE point to for future Esp NMEs. DV B6A B7H4 Don't inspire hope Might be Array [---] & supersized"  
[X Link](https://x.com/BoitechB/status/1752731915667304926)  2024-01-31T16:33Z [---] followers, [---] engagements


"The finances of mega blockbusters are insane. $BMY Opdivo is seen as the "loser" to Keytruda (it is).Yet it still prints $800M PER MONTH. Love seeing [--] P1/P2 Opdivo trials on BMS slides. Max profit. $MRK Keytruda does $2B per month in revs. I gotta get into pharma BD ASAP"  
[X Link](https://x.com/BoitechB/status/1753458139255493082)  2024-02-02T16:39Z [---] followers, [---] engagements


"Haven't listened to $ABBV call yet but will later today. $BMY was very meh I continue to love $ABBV long term. Gonzo & co. have managed Humira beautifully back half of 2020s look great. I&I hot while onc builds $PFE Bourla should take notes on messaging/management from Gonzo"  
[X Link](https://x.com/BoitechB/status/1753465409037086913)  2024-02-02T17:08Z [---] followers, [---] engagements

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