# ![@PCM_bio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1655992099655778350.png) @PCM_bio Patients Capital Management LLC

Patients Capital Management LLC posts on X about $xbi, $ibb, $mrk, $swtx the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1655992099655778350/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655992099655778350/c:line/m:interactions.svg)

- [--] Week [-----] -78%
- [--] Month [-------] -55%
- [--] Months [---------] +98%
- [--] Year [---------] +108%

### Mentions: [--] [#](/creator/twitter::1655992099655778350/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655992099655778350/c:line/m:posts_active.svg)

- [--] Week [--] -76%
- [--] Month [--] -35%
- [--] Months [---] +30%
- [--] Year [---] +21%

### Followers: [-----] [#](/creator/twitter::1655992099655778350/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655992099655778350/c:line/m:followers.svg)

- [--] Week [-----] +0.17%
- [--] Month [-----] +0.77%
- [--] Months [-----] +31%
- [--] Year [-----] +94%

### CreatorRank: [---------] [#](/creator/twitter::1655992099655778350/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655992099655778350/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  56.73% [finance](/list/finance)  16.35% [cryptocurrencies](/list/cryptocurrencies)  3.85% [currencies](/list/currencies)  1.92% [countries](/list/countries)  0.96% [travel destinations](/list/travel-destinations)  0.96% [social networks](/list/social-networks)  0.96% [technology brands](/list/technology-brands)  0.96%

**Social topic influence**
[$xbi](/topic/$xbi) #40, [$ibb](/topic/$ibb) #13, [$mrk](/topic/$mrk) #43, [$swtx](/topic/$swtx) 13.46%, [$mrkde](/topic/$mrkde) 13.46%, [$vktx](/topic/$vktx) #84, [$gpcr](/topic/$gpcr) #11, [$abvx](/topic/$abvx) #50, [$nvo](/topic/$nvo) #248, [$lly](/topic/$lly) #146

**Top accounts mentioned or mentioned by**
[@seedy19tron](/creator/undefined) [@tradnorm](/creator/undefined) [@eggcapitalws](/creator/undefined) [@grok](/creator/undefined) [@dtklp1](/creator/undefined) [@svixenjoyoor](/creator/undefined) [@paulall95402077](/creator/undefined) [@macrovet888](/creator/undefined) [@sanctuarybio](/creator/undefined) [@persimmonti](/creator/undefined) [@lifescivc](/creator/undefined) [@bigchodu](/creator/undefined) [@biotechport](/creator/undefined) [@usfda](/creator/undefined) [@thebiotechbear](/creator/undefined) [@biowino](/creator/undefined) [@notgenentech](/creator/undefined) [@johncendpts](/creator/undefined) [@biopm1989](/creator/undefined) [@kirkahlon](/creator/undefined)

**Top assets mentioned**
[Merck & Co., Inc. (MRK)](/topic/$mrk) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Abivax SA (ABVX)](/topic/$abvx) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Pfizer, Inc. (PFE)](/topic/$pfe) [Amgen, Inc. (AMGN)](/topic/$amgn) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [AbbVie Inc (ABBV)](/topic/$abbv) [Synthetify (SNY)](/topic/$sny) [Johnson & Johnson (JNJ)](/topic/$jnj) [Insmed, Inc. (INSM)](/topic/$insm) [Nuvation Bio Inc. (NUVB)](/topic/$nuvb) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Vertex Protocol (VRTX)](/topic/$vrtx) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [GSK plc (GSK)](/topic/$gsk) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Immunogen Inc (IMGN)](/topic/$imgn) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP)](/topic/$hznp) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [ICICI Bank Limited (IBN)](/topic/$ibn) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Vera Therapeutics, Inc. (VERA)](/topic/$vera) [Erasca, Inc.  (ERAS)](/topic/$eras) [Seagen Inc (SGEN)](/topic/$sgen) [AstraZeneca PLC (AZN)](/topic/$azn) [Novartis AG (NVS)](/topic/$nvs) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Amicus Therapeutics, Inc (FOLD)](/topic/$fold)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Some might say $AMGN doesn't need to do meaningful BD in [----] as they target pre- $HZNP cap structure by YE25. But the business throws off a ton of cash ($12bn per year) so they still have ample room to add a turn or [--] of leverage and push out that tgt cap structure by a year or two. Suffice it to say they can basically go after anything on M&A chessboard in oncology I&I cardiovascular (assuming they don't start playing in neuro / psych). The $10bn cash capacity quoted by many analysts understates the strength of balance sheet / takes mgmt's commentary too literally Let's assume MariTide is"  
[X Link](https://x.com/anyuser/status/1873454246365995165)  2024-12-29T19:41Z [----] followers, 10.3K engagements


"Who would be the winning horse for $mlys $bmy - need more cardio as they stare down Eliquis. Another CV oral option with Camzyos + potentially milvexian $mrk - natural fit but PCSK9 is peptide vs small molecule. Not sure if gating item or not (AZN LDL-C + Hypertension both small mol as example). Is revenue opp big enough for them to prioritize right here right now vs something bigger (i.e. $insm ) $lly - studying orfo in hypertension / OSA . natural go-to-market with two oral small mol $nvs - do they believe in QCZ484 Obviously need more Cardio $pfe - still have some capacity post $mtsr to"  
[X Link](https://x.com/anyuser/status/1978107480614838299)  2025-10-14T14:35Z [----] followers, 15.1K engagements


"@LifeSciVC Assuming we dont see a major merger announced by YE [----] next years biotech M&A volumes will exceed $125bn Pinning this 📌 $xbi $ibn"  
[X Link](https://x.com/anyuser/status/2002405672663531578)  2025-12-20T15:48Z [----] followers, [----] engagements


"Scarcity value of $vrdn rises $argx https://argenx.com/news/2025/press-release-3205093 https://argenx.com/news/2025/press-release-3205093"  
[X Link](https://x.com/PCM_bio/status/2000542328801444205)  2025-12-15T12:23Z [----] followers, [----] engagements


"Some uneasiness after recent run-up in $nuvb . mgmt promises an EU partnership by YE but running out of feasible days to announce. If we do see a non-BP / random European pharma gain EU rights to Ibtrozi may create an overhang despite positive economics to $nuvb . reason being that if we fast forward to [----] and they are delivering on projections per their comms a BP would rather own the whole thing / wont bother with just US. then suddenly we need to rely on Nuvation to in-license / acquire their next drug. Pipeline BD is hard; Pharma would do it better if it werent $xbi $ibb $nuvb not"  
[X Link](https://x.com/PCM_bio/status/2003507787804852370)  2025-12-23T16:47Z [----] followers, 35.3K engagements


"$axsm but what about Auvelity ADA sNDA acceptance https://www.globenewswire.com/news-release/2025/12/31/3211733/33090/en/Axsome-Therapeutics-Announces-FDA-Pre-NDA-Meeting-Minutes-for-AXS-12-in-Narcolepsy-Supporting-NDA-Submission.html Scarcity value of $axsm rises $bhvn https://t.co/ui8tq5YBOV https://www.globenewswire.com/news-release/2025/12/31/3211733/33090/en/Axsome-Therapeutics-Announces-FDA-Pre-NDA-Meeting-Minutes-for-AXS-12-in-Narcolepsy-Supporting-NDA-Submission.html Scarcity value of $axsm rises $bhvn https://t.co/ui8tq5YBOV"  
[X Link](https://x.com/PCM_bio/status/2006334649413537928)  2025-12-31T12:00Z [----] followers, [----] engagements


"K.I.S.S. - Keep It Simple Stupid #PCManiacs Increasingly clear that only one slide mattered in $mtsr deck . could say the same with these [--] in $abvx deck. Do your own mental gymnastics with haircuts on mkt size penetration rates compliance adjustments net pricing. get to very big $$ no matter how you cut it. Need to be patient waiting for your #abivaccination This is very compelling slide from $mtsr deck. $vktx $amgn $nvo $vktx $lly $rhhby . believe orfo is in same ballpark as MET-224 on API/yr (1300mg / yr). key takeaway: $mtsr might be primed for a cult following like the #PCManiacs and /"  
[X Link](https://x.com/PCM_bio/status/2009244329101963615)  2026-01-08T12:42Z [----] followers, [----] engagements


"@seedy19tron $vktx $vera $celc $nuvb Darkhorse for something like $mdgl or $cogt $vrtx would be interesting. Combo would be cash flow machine"  
[X Link](https://x.com/PCM_bio/status/2009374087198466536)  2026-01-08T21:18Z [----] followers, [----] engagements


"Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday a.m. Should pay homage to their $celg financial engineering roots $xbi $ibb Would put the likelihood that $Bmy transacts before or during JPM / adds an asset that is accretive to growth story at 100% $xbi $ibb Would put the likelihood that $Bmy transacts before or during JPM / adds an asset that is accretive to growth story at 100% $xbi $ibb"  
[X Link](https://x.com/PCM_bio/status/2009383817916690527)  2026-01-08T21:56Z [----] followers, [----] engagements


"Talk to me $gpcr 🪿 7.5% in $gpcr . lets roll https://t.co/ik5qlXR8Ro 7.5% in $gpcr . lets roll https://t.co/ik5qlXR8Ro"  
[X Link](https://x.com/PCM_bio/status/2011096289379770488)  2026-01-13T15:21Z [----] followers, [----] engagements


"$gpcr $srrk $rvmd $cogt dispersion 👀"  
[X Link](https://x.com/PCM_bio/status/2011905379802755105)  2026-01-15T20:56Z [----] followers, [----] engagements


"@BigChodu @BiotechPort $eras doesnt do much to solve the nearer-term revenue growth issue for $mrk"  
[X Link](https://x.com/PCM_bio/status/2015754850349314413)  2026-01-26T11:53Z [----] followers, [---] engagements


"The difference between $sgen and $rvmd (aside from financial implications ofc) is that not a single non-pharma analyst / layperson can name the cancers that $pfe $sgen are seeking to treat. Everyone (including non-bio wonks) knows what pancreatic is. This is how $mrk becomes a story stock again Maybe the bid-ask spread was bigger than we think. Who knows. But $MRK should be willing to pay a premium to change the *story* on the stock from LOE -cliff / hill to pancreatic (+combos). Missed opportunity if they were haggling over an incremental billion or [--] and investors have to sit through"  
[X Link](https://x.com/PCM_bio/status/2015763358377525446)  2026-01-26T12:26Z [----] followers, [----] engagements


"BioX is a lot more exciting when $abvx is mooning 🌝 🚀. Hang in there everyone it will all be over soon Happy MLK Day to everyone except the bankers and lawyers working on $abvx and $rvmd Happy MLK Day to everyone except the bankers and lawyers working on $abvx and $rvmd"  
[X Link](https://x.com/PCM_bio/status/2016656766663000438)  2026-01-28T23:36Z [----] followers, 15.7K engagements


"$mrk found another way to solve Keytruda LOE $eikn $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN"  
[X Link](https://x.com/PCM_bio/status/2016722252427845997)  2026-01-29T03:57Z [----] followers, [----] engagements


"$guts not so compelling Scarcity value of other maintenance options rises $gpcr $vktx https://ir.fractyl.com/news-releases/news-release-details/fractyl-health-announces-compelling-6-month-randomized-remain-1 https://ir.fractyl.com/news-releases/news-release-details/fractyl-health-announces-compelling-6-month-randomized-remain-1"  
[X Link](https://x.com/PCM_bio/status/2016849772812906829)  2026-01-29T12:23Z [----] followers, [----] engagements


"Always love a good Friday at 8:30am lecture by Len and George at $regn Agree generally with $regn take on M&A but they should really be looking at the winners basket. SMID biotech has proven they can develop on their own and theres really no proof that a BP bringing a clinical-stage asset in-house early changes outcomes. Could argue it actually Agree generally with $regn take on M&A but they should really be looking at the winners basket. SMID biotech has proven they can develop on their own and theres really no proof that a BP bringing a clinical-stage asset in-house early changes outcomes."  
[X Link](https://x.com/PCM_bio/status/2017246727124693158)  2026-01-30T14:41Z [----] followers, [----] engagements


"Breaking: Axios strikes collab with Betaville and La Lettre $xbi $ibb $gpcr $guts not so compelling Scarcity value of other maintenance options rises $gpcr $vktx https://t.co/o1riZ2YG7Z $guts not so compelling Scarcity value of other maintenance options rises $gpcr $vktx https://t.co/o1riZ2YG7Z"  
[X Link](https://x.com/PCM_bio/status/2017264390542676386)  2026-01-30T15:51Z [----] followers, [----] engagements


"$pfe $mtsr data are fine. Doubling dose in Ph3 will likely create AE/ DC issues. Who wants to feel worse for longer We do what it takes to be skinny I suppose With that said scarcity value of $gpcr and $vktx rises. Need a commercial seat at table before supply can truly meet demand. Build your channels. Iterate from there https://twitter.com/i/web/status/2018683006563520927 https://twitter.com/i/web/status/2018683006563520927"  
[X Link](https://x.com/PCM_bio/status/2018683006563520927)  2026-02-03T13:48Z [----] followers, [----] engagements


"$nvo tick tock on the M&A clock $xbi $ibb https://finance.yahoo.com/news/novo-nordisk-releases-2026-sales-163700408.html https://finance.yahoo.com/news/novo-nordisk-releases-2026-sales-163700408.html"  
[X Link](https://x.com/PCM_bio/status/2018732137671713078)  2026-02-03T17:03Z [----] followers, 16.5K engagements


"Curious why $nvo washed out guidance mid-trading-day on the day before the call unless theyve got something else to announce tomorrow $nvo tick tock on the M&A clock $xbi $ibb https://t.co/V96cOITKkx $nvo tick tock on the M&A clock $xbi $ibb https://t.co/V96cOITKkx"  
[X Link](https://x.com/PCM_bio/status/2018756176226165181)  2026-02-03T18:39Z [----] followers, [----] engagements


"1) BP that absolutely must do something in near-term given asset impairments / re-forecasting $sny $nvo 2) BP that may think they're in-clear based on recent stock px moves (but aren't) $mrk $amgn $bmy $nvs $gsk 3) Companies that should do BD but won't $regn 4) Sitting relatively pretty but can / will transact from position of strength $lly $jnj $abbv $azn $rhhby $gild $vrtx - Other: Could see some activity from mid-cap EU pharma like $sobi $ucb etc - Finally we'll see what $tak and $teva do as they de-lever $nvo tick tock on the M&A clock $xbi $ibb https://t.co/V96cOITKkx $nvo tick tock on"  
[X Link](https://x.com/PCM_bio/status/2018803984996204759)  2026-02-03T21:49Z [----] followers, [----] engagements


"Ditto $lly $nvo @dtklp1 Fair but $lly still has the best drug and are already diversified across onc I&I neuro (and stock is already down 10%). $nvo a one-trick / inferior pony @dtklp1 Fair but $lly still has the best drug and are already diversified across onc I&I neuro (and stock is already down 10%). $nvo a one-trick / inferior pony"  
[X Link](https://x.com/PCM_bio/status/2019023778181689461)  2026-02-04T12:22Z [----] followers, [----] engagements


"Luke Miels is apparently worth $40bn to $gsk"  
[X Link](https://x.com/PCM_bio/status/2019151068782031258)  2026-02-04T20:48Z [----] followers, [----] engagements


"$hims feels illegal $nvo Curious if @US_FDA intervenes $lly $vktx $gpcr"  
[X Link](https://x.com/PCM_bio/status/2019437539363549536)  2026-02-05T15:46Z [----] followers, [----] engagements


"Everyone do everyone else a favor and stop tracking the jets. Its not an investment thesis (big if true I hope it is) $abvx BioX is a lot more exciting when $abvx is mooning 🌝 🚀. Hang in there everyone it will all be over soon BioX is a lot more exciting when $abvx is mooning 🌝 🚀. Hang in there everyone it will all be over soon"  
[X Link](https://x.com/PCM_bio/status/2021688423417843973)  2026-02-11T20:50Z [----] followers, [----] engagements


"@EggCapitalWS Would actually be funny if merger proxy highlights every single flight and if BioX was right the whole time. Would be eating my words $abvx"  
[X Link](https://x.com/PCM_bio/status/2021690474273165370)  2026-02-11T20:59Z [----] followers, [----] engagements


"@TradNorm Depends on your level of risk tolerance"  
[X Link](https://x.com/PCM_bio/status/2021699537849504009)  2026-02-11T21:35Z [----] followers, [--] engagements


"@TradNorm Sure but need to be able to finance it. Its why [----] much more valuable in a party like $abbv s hands . very few comps for a company like $vktx. certainly not $cmrx given size of market"  
[X Link](https://x.com/PCM_bio/status/2021714502488629359)  2026-02-11T22:34Z [----] followers, [---] engagements


"Plus a change plus c'est la mme chose $abvx"  
[X Link](https://x.com/PCM_bio/status/2021893978224804131)  2026-02-12T10:27Z [----] followers, [----] engagements


"@EggCapitalWS @TheBiotechBear Was also referencing $asnd"  
[X Link](https://x.com/PCM_bio/status/1999600582336577715)  2025-12-12T22:01Z [----] followers, [---] engagements


"$fold Good deal for $bmrn . congrats to the hodlers $xbi $ibb"  
[X Link](https://x.com/PCM_bio/status/2002003093668442483)  2025-12-19T13:08Z [----] followers, [----] engagements


"@BioWino Doesnt matter. Good to manage expectations / beat & raise. ENCORE data more important to ARIKAYCE story $insm"  
[X Link](https://x.com/PCM_bio/status/2009606388495098072)  2026-01-09T12:41Z [----] followers, [---] engagements


"Interesting no pre-announce $mdgl Took a peek. fwiw I think their revenue numbers are well below potential long-term outcomes. $1.4bn in [----] also feels light. well see Ultimately (M&A) valuation comes down to cost-of-capital hurdle. Take WACC down 200bps and you get to some big $/sh numbers $mdgl $xbi $inb Took a peek. fwiw I think their revenue numbers are well below potential long-term outcomes. $1.4bn in [----] also feels light. well see Ultimately (M&A) valuation comes down to cost-of-capital hurdle. Take WACC down 200bps and you get to some big $/sh numbers $mdgl $xbi $inb"  
[X Link](https://x.com/PCM_bio/status/2010827331355496577)  2026-01-12T21:32Z [----] followers, [----] engagements


"Hey Chris Schott can you ask Rob and Dean if $MRK will be buying $rvmd tonight Brian asked $rvmd and they didnt tell us"  
[X Link](https://x.com/PCM_bio/status/2010854187454906658)  2026-01-12T23:19Z [----] followers, [----] engagements


"Also please politely remind Dave from $lly that #jpm26 is an investment banking conference and not a research conference $abvx Hey Chris. Can you also ask Dave from $lly if they are going to buy $abvx #jpm26 Hey Chris. Can you also ask Dave from $lly if they are going to buy $abvx #jpm26"  
[X Link](https://x.com/PCM_bio/status/2011204715447517681)  2026-01-13T22:32Z [----] followers, [----] engagements


"@svix_enjoyoor @PaulAll95402077 @seedy19tron @MACROVET888 Ducks fly together 🦆"  
[X Link](https://x.com/PCM_bio/status/2011559775293894737)  2026-01-14T22:03Z [----] followers, [---] engagements


"I am eating my words on $bmy BD by #JPM26 conference but it also seems there was broad confusion re: JPM as a banking vs research conference Moving the goalposts. Sizable deal by end of Q1 $xbi $ibb Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday a.m. Should pay homage to their $celg financial engineering roots $xbi $ibb Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday"  
[X Link](https://x.com/PCM_bio/status/2014095844127969301)  2026-01-21T22:00Z [----] followers, [----] engagements


"@NotGenentech I agree we should instead listen to the worlds most important cancer drug developer talk about Keytruda being a hill vs a cliff for the foreseeable future $mrk"  
[X Link](https://x.com/PCM_bio/status/2015522128137777185)  2026-01-25T20:28Z [----] followers, [----] engagements


"To all of my esteemed biotwitter (bioX) colleagues complaining about the CFO hire at $CYTK please keep in mind that there was CFO turnover at [--] biotech companies that were acquired for north of $8Bn in [----]. $IMGN $CERE $KRTX all had changes in the CFO role. $CERE and $KRTX also had CEO changes Key takeaway being that management changes are normal course and everyone needs to relax (and there also could have been others but it doesn't matter. Don't want anyone looking for trends in timelins on CFO change -- M&A as an investment thesis) Good luck out there. Be Patient(s Capital Management)."  
[X Link](https://x.com/PCM_bio/status/1785278045751796164)  2024-04-30T12:00Z [----] followers, 19.5K engagements


"Nothing like some positive $vktx news flow to get bioX back on track"  
[X Link](https://x.com/PCM_bio/status/1816233428498669843)  2024-07-24T22:06Z [----] followers, [----] engagements


"What comes next in radiopharma land We saw the land-grab in alpha-emitter / actinium-based manufacturing with $PNT $RYZB $FUSN & Mariana but doesn't the availability of actinium make it challenging to move into earlier lines of therapy / broader indications If you want lots of alpha what about lead $CATX https://twitter.com/i/web/status/1824094481802498191 https://twitter.com/i/web/status/1824094481802498191"  
[X Link](https://x.com/PCM_bio/status/1824094481802498191)  2024-08-15T14:43Z [----] followers, [---] engagements


"It takes a tremendous amount of mental fortitude to own $vktx . just shows how much we care $xbi $ibb"  
[X Link](https://x.com/PCM_bio/status/1831760022751342609)  2024-09-05T18:23Z [----] followers, [----] engagements


"291 days since the last $5bn+ biotech transaction the longest drought since [----] $xbi $ibb [---] days [---] days"  
[X Link](https://x.com/PCM_bio/status/1843361983216910644)  2024-10-07T18:45Z [----] followers, [----] engagements


"$dawn ditto"  
[X Link](https://x.com/PCM_bio/status/1851733238060060937)  2024-10-30T21:09Z [----] followers, 12.9K engagements


"331 days since a $5bn+ deal the longest draught since [----] when the industry moved away from pharma mergers to LP - mid-cap biotech. Scratching my head. Bobby isnt going to stop m&a. Probably would be bullish for it if you ask me $xbi $ibb"  
[X Link](https://x.com/PCM_bio/status/1858498099854909555)  2024-11-18T13:10Z [----] followers, 22.5K engagements


"$dawn patient story during Q&A is what its all about $dawn ditto $dawn ditto"  
[X Link](https://x.com/anyuser/status/1878959674147672483)  2025-01-14T00:17Z [----] followers, 12.5K engagements


"$MRK has shed $40bn of market cap since they found themselves in the 0.1% probability camp on this call. $vktx Probably wouldnt be sufficient to get them out of penalty box at this point. Would just show lack of conviction Now were [--] months closer to Keytruda LOE despite spec pharma reformulation play. Longer they wait the bigger theyll have to go . $insm $cytk $bpmc Maybe $axsm if they want to be in psych and then string of pearls in neuro Maybe $xene (is MDD an overhang) $bbio asset acquisition At what price is $biib in play The probability of $MRK buying $VKTX is 99.9%. They may not want"  
[X Link](https://x.com/PCM_bio/status/1879391247149785257)  2025-01-15T04:52Z [----] followers, [----] engagements


"Now its just a matter of price $swtx Lets see what happens. $swtx biggest position for several weeks Lets see what happens. $swtx biggest position for several weeks"  
[X Link](https://x.com/PCM_bio/status/1889423494062215227)  2025-02-11T21:17Z [----] followers, [----] engagements


"$swtx Not sure if anything to read in to but would note that mgmt hosted a call when Osgiveo was approved the next morning. They are not doing this tomorrow for Gomekli $xbi $ibb Now its just a matter of price $swtx Now its just a matter of price $swtx"  
[X Link](https://x.com/PCM_bio/status/1889442222472679457)  2025-02-11T22:31Z [----] followers, [----] engagements


"$swtx if deal were to be announced today youd think it would come at or around 11:30am EST when DAX closes to extent $MRK.DE is the final party"  
[X Link](https://x.com/PCM_bio/status/1892611355066192077)  2025-02-20T16:24Z [----] followers, [----] engagements


"$gpcr $300mm EV Wild"  
[X Link](https://x.com/PCM_bio/status/1894842660721930555)  2025-02-26T20:11Z [----] followers, [----] engagements


"$MRK.CN $MRK BD team and consultants currently scouring China for an extended half-life version of Vykat XR with rodent data $slno"  
[X Link](https://x.com/PCM_bio/status/1905047008882065636)  2025-03-26T23:59Z [----] followers, [----] engagements


"$xbi liberated from an upside day"  
[X Link](https://x.com/PCM_bio/status/1907537805607088613)  2025-04-02T20:57Z [----] followers, [----] engagements


"@JohnCendpts Patients still showed up to their doctors this week received their medicines and some of them got better. Itll happen next week too"  
[X Link](https://x.com/PCM_bio/status/1908370151646347702)  2025-04-05T04:04Z [----] followers, 10.6K engagements


"So maybe $swtx did get a good deal Sales down 20% Q over Q Thats a relief curious to see proxy / projections vs what mgmt was communicating during early launch"  
[X Link](https://x.com/PCM_bio/status/1920941264381346215)  2025-05-09T20:37Z [----] followers, 10.6K engagements


"$kros Sheep is certainly not the hero BioX deserves (we deserve nothing) but he is the one we need right now"  
[X Link](https://x.com/PCM_bio/status/1925164586132467880)  2025-05-21T12:19Z [----] followers, [----] engagements


"If $vktx oral fails you could make argument that it solves bid-ask spread and it is easier to value. Total finger in wind on valuation if it hits Read through to $gpcr and $mtsr are going to be fun to track too"  
[X Link](https://x.com/PCM_bio/status/1955451828222529879)  2025-08-13T02:10Z [----] followers, 10.6K engagements


"Brutal. $ctlt facility strikes again. What's taking so long to resolve issues Come on $srrk show us some PR and an 8am CC pls Come on $srrk show us some PR and an 8am CC pls"  
[X Link](https://x.com/PCM_bio/status/1970444700218753031)  2025-09-23T11:06Z [----] followers, [----] engagements


"Clearing event $xbi $ibb $bbc"  
[X Link](https://x.com/PCM_bio/status/1971364827357745305)  2025-09-26T00:02Z [----] followers, [----] engagements


"17%* in $abvx 15%* $abvx 15%* $abvx"  
[X Link](https://x.com/anyuser/status/1974930221100142982)  2025-10-05T20:10Z [----] followers, 27.7K engagements


"Good to see Cormorant get a W in $prax after $mltx disaster. Good for sector when all specialists are successful $xbi $ibb"  
[X Link](https://x.com/PCM_bio/status/1978799569585787183)  2025-10-16T12:25Z [----] followers, [----] engagements


"$celc v nice"  
[X Link](https://x.com/anyuser/status/1979582995217703350)  2025-10-18T16:18Z [----] followers, [----] engagements


"Key takeaway from $akro proxy. Stop leaking. It pisses off counterparties / doesnt work Go #PCManiacs go $akro Go #PCManiacs go $akro"  
[X Link](https://x.com/PCM_bio/status/1982180156191003094)  2025-10-25T20:19Z [----] followers, [----] engagements


"@BioPM1989 @Kir_Kahlon @ScorpionFund Heat kitchen analogy applies here if youre using X to promote your short thesis $slno"  
[X Link](https://x.com/PCM_bio/status/1984331149586690218)  2025-10-31T18:46Z [----] followers, [----] engagements


"Disappointing to see the $qure news. Hopefully the company / FDA agree on a path forward expediently. This feels like one where FDA should enable accelerated approval + continued review of RWE while other therapies are progressed in clinic Re-sharing an investor letter from last year. Why a story like $qure is so important in biotech. And why a Pharma needs to own them $xbi $ibb Re-sharing an investor letter from last year. Why a story like $qure is so important in biotech. And why a Pharma needs to own them $xbi $ibb"  
[X Link](https://x.com/PCM_bio/status/1985328532730581457)  2025-11-03T12:49Z [----] followers, [----] engagements


"Post mortem: revs for Osgiveo have rebounded nicely and Gomekli off to solid start. Prob would have been a challenging name to own in 1H given the 1Q hiccup but also looks like $swtx timed their sale / going into blackout period V poorly. Good work by $MRK.DE $xbi $ibb So maybe $swtx did get a good deal Sales down 20% Q over Q Thats a relief curious to see proxy / projections vs what mgmt was communicating during early launch So maybe $swtx did get a good deal Sales down 20% Q over Q Thats a relief curious to see proxy / projections vs what mgmt was communicating during early launch"  
[X Link](https://x.com/PCM_bio/status/1988905029223211136)  2025-11-13T09:41Z [----] followers, [----] engagements


"Scarcity value of $nktr $apge $kymr rises $jnj https://www.jnj.com/media-center/press-releases/johnson-johnson-statement-on-the-phase-2b-duplex-ad-study https://www.jnj.com/media-center/press-releases/johnson-johnson-statement-on-the-phase-2b-duplex-ad-study"  
[X Link](https://x.com/PCM_bio/status/2004546036107235514)  2025-12-26T13:33Z [----] followers, 26.7K engagements


"$insm $144.6mm of Brinsupri in Q4. Wow"  
[X Link](https://x.com/PCM_bio/status/2009597468871413820)  2026-01-09T12:05Z [----] followers, [----] engagements


"Agree generally with $regn take on M&A but they should really be looking at the winners basket. SMID biotech has proven they can develop on their own and theres really no proof that a BP bringing a clinical-stage asset in-house early changes outcomes. Could argue it actually is disruptive to clin dev execution. $regn stock is flat over last [--] to [--] years because they havent diversified commercially and their pipeline isnt productive enough to replace Eylea and Dupi (not because of bad BD). No one is arguing that they dont have BIC antibody engine / its probably more efficient for them to run"  
[X Link](https://x.com/PCM_bio/status/2011058567759990793)  2026-01-13T12:51Z [----] followers, 11K engagements


"Will be interesting to see how $teva emerges as a competitive buyer in neuro/psych/I&I once they get to AAA rating"  
[X Link](https://x.com/PCM_bio/status/2012159246142419343)  2026-01-16T13:45Z [----] followers, [----] engagements


"Happy MLK Day to everyone except the bankers and lawyers working on $abvx and $rvmd Happy New Year to everyone except the bankers and lawyers working on $abvx 🍾 🎉 Happy New Year to everyone except the bankers and lawyers working on $abvx 🍾 🎉"  
[X Link](https://x.com/PCM_bio/status/2013288742342070424)  2026-01-19T16:33Z [----] followers, 21.4K engagements


"@grok @A_May_MD @adamfeuerstein In any case key takeaway for me (as always) is that $SNY needs to do BD. @grok would you agree that Sanofi should acquire new growth assets"  
[X Link](https://x.com/PCM_bio/status/2014707157917204687)  2026-01-23T14:29Z [----] followers, [--] engagements


"Agree $rvmd expensive and no view on whats creating inertia at the goal-line but $mrk had an opportunity to become a story stock again with $rvmd ( + $cdtx + a competitive obesity asset) . once again Rob and Dean missing the bigger picture"  
[X Link](https://x.com/PCM_bio/status/2015517779852497279)  2026-01-25T20:10Z [----] followers, 14.6K engagements


"@dtklp1 Fair but $lly still has the best drug and are already diversified across onc I&I neuro (and stock is already down 10%). $nvo a one-trick / inferior pony"  
[X Link](https://x.com/PCM_bio/status/2018807059924598976)  2026-02-03T22:01Z [----] followers, [----] engagements


"@ThorionPartners Dont think $pfe is making any PMs year this year but yes imagine they will add something to mix (oversight of mine to not include)"  
[X Link](https://x.com/PCM_bio/status/2018829668955431270)  2026-02-03T23:31Z [----] followers, [---] engagements


"@Biohazard3737 No terminal value Smells a lot like LOE cliffs"  
[X Link](https://x.com/PCM_bio/status/2018849365872505332)  2026-02-04T00:49Z [----] followers, [---] engagements


"$mrk again why do we need their oral PCSK9 peptide with fasting requirement and perfectly good SubQ versions available And now another MoA in CETP https://www.globenewswire.com/news-release/2024/12/10/2994358/0/en/NewAmsterdam-Pharma-Announces-Positive-Topline-Data-from-Pivotal-Phase-3-BROADWAY-Clinical-Trial-Evaluating-Obicetrapib-in-Patients-with-Atherosclerotic-Cardiovascular-Disease-and-.html Another serious question @merck $mrk : why not substitute oral PCSK9 peptide mfg capacity for $vktx Why fight the uphill battle in that market with limited unmet need when the largest market ever"  
[X Link](https://x.com/PCM_bio/status/1866546714905055589)  2024-12-10T18:13Z [----] followers, [----] engagements


"Very unfortunate outcome. The scarcity value of $ITCI and $axsm continues to increase https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-reports-data-koastal-1-study-navacaprant/ https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-reports-data-koastal-1-study-navacaprant/"  
[X Link](https://x.com/PCM_bio/status/1874805213133169093)  2025-01-02T13:09Z [----] followers, [----] engagements


"@MSollender If youre good at something never do it for free - The Joker"  
[X Link](https://x.com/PCM_bio/status/1880351411327913985)  2025-01-17T20:28Z [----] followers, [----] engagements


"Rooting for all the ongoing MDD studies. Patients need more treatment options. The data shared by @daphnezohar also points to why the scarcity value of $axsm (and $itci) is so high at the moment Rates of MDD rising well above population growth and thats a problem. Myriad causes for this.*Commercially* this is an area where large pharma resources can help $xbi $ibb Major depressive disorder studies have a high failure rate w/ one issue being high placebo response. Our team analyzed [--] industry-sponsored Phase 2-4 placebo-controlled MDD trials from past [--] yrs to look at factors associated with"  
[X Link](https://x.com/PCM_bio/status/1892930988717519162)  2025-02-21T13:34Z [----] followers, [----] engagements


"1398 days until Keytruda LOE $MRK Hopefully the German namesake $MRK.DE reinvigorates the sector instead $xbi $ibb $MRK uh oh [----] days until Keytruda LOE. Internally $MRK team thinks all will be fine after short-term bump from share buybacks $MRK uh oh [----] days until Keytruda LOE. Internally $MRK team thinks all will be fine after short-term bump from share buybacks"  
[X Link](https://x.com/PCM_bio/status/1896919720877859004)  2025-03-04T13:44Z [----] followers, [----] engagements


"Listening to the commentary / tone from the $mrk.de CEO again my take is: they wanted to message price discipline wrt to BD in therapeutics bc they may lose the $swtx process. To extent that happens/as caveat she noted that life science BD is their higher priority. $swtx more than digestible given their $15bn of capacity so the bid-ask spread should be something they can bridge if they were leader in clubhouse. We shall see purely speculative interpretation https://twitter.com/i/web/status/1897707022327427291 https://twitter.com/i/web/status/1897707022327427291"  
[X Link](https://x.com/PCM_bio/status/1897707022327427291)  2025-03-06T17:53Z [----] followers, [----] engagements


"$mrk.de wouldnt expect potential sellers to sign NDAs / engage in serious deal negotiations if filings show that you were leaking prior to material news events versus holding hands with $swtx Guess time will tell. Either way tick tock on M&A clock"  
[X Link](https://x.com/PCM_bio/status/1915526091269341345)  2025-04-24T21:59Z [----] followers, [----] engagements


"@Banana_Oncology @DickMedChem Agreed. Keytruda LOE has nothing to do with ivo. Bigger concern is their broad PD1/VEGF program which is now impaired $mrk. Same with $pfe 3SBio"  
[X Link](https://x.com/PCM_bio/status/1964811157350564231)  2025-09-07T22:00Z [----] followers, [---] engagements


"Scarcity value of $gpcr and $vktx rises $tern https://ir.ternspharma.com/news-releases/news-release-details/terns-pharmaceuticals-reports-topline-12-week-data-its-phase-2 Scarcity value of $mtsr $vktx $gpcr rises https://ir.ternspharma.com/news-releases/news-release-details/terns-pharmaceuticals-reports-topline-12-week-data-its-phase-2 Scarcity value of $mtsr $vktx $gpcr rises"  
[X Link](https://x.com/PCM_bio/status/1980729455912878578)  2025-10-21T20:14Z [----] followers, [----] engagements


"@ShafferBiotech @seedy19tron @NightOwlBiotech Right. $vrna $mdgl $imgn arent me-toos"  
[X Link](https://x.com/PCM_bio/status/1986226391675699633)  2025-11-06T00:17Z [----] followers, [---] engagements


"@jayg327 Totally fair not arguing with what they said / their external posturing. But they lack decisiveness / should contemplate outsourcing their BD to @PCM_bio . $vrna was good first step per our suggestion box"  
[X Link](https://x.com/PCM_bio/status/1988375438381773065)  2025-11-11T22:37Z [----] followers, [---] engagements


"@thirdcoastip @allinkraken @grok @grok who is Third Coast and do they drive a clown car"  
[X Link](https://x.com/PCM_bio/status/2001038920625066402)  2025-12-16T21:17Z [----] followers, [---] engagements


"Would imagine that any trips to Paris are for site visits of some sort anyhow Given existing TA presence / inertia for Omvoh w $jnj & $abbv domination in IL-23 / $morf hiccups would characterize $lly as very high likelihood party But yes does $SNY needs new shiny objects and fast. Whether that happens by Dec OpEx is anyones guess tho https://twitter.com/i/web/status/2001052588540891530 https://twitter.com/i/web/status/2001052588540891530"  
[X Link](https://x.com/PCM_bio/status/2001052588540891530)  2025-12-16T22:11Z [----] followers, [---] engagements


"Jk $axsm . now $bmy make the very obvious / smart BD decision. Tik Tok on the M&A clock https://axsometherapeuticsinc.gcs-web.com/news-releases/news-release-details/axsome-therapeutics-announces-fda-acceptance-and-priority-0 $axsm but what about Auvelity ADA sNDA acceptance https://t.co/zEw0UOsKhW https://axsometherapeuticsinc.gcs-web.com/news-releases/news-release-details/axsome-therapeutics-announces-fda-acceptance-and-priority-0 $axsm but what about Auvelity ADA sNDA acceptance https://t.co/zEw0UOsKhW"  
[X Link](https://x.com/PCM_bio/status/2006335258422354125)  2025-12-31T12:02Z [----] followers, [----] engagements


"$til to discontinue PD-L1xVEGF. rule #115 always tread carefully on the mechanistic derivative trades $TIL and $BNTX probably good trades but might not be good investments. Tread carefully speculators. Lot of work for them to do and to a certain degree the VEGF x PD-1 bar has been set on efficacy and (potentially more importantly) safety in ivonescimab $TIL and $BNTX probably good trades but might not be good investments. Tread carefully speculators. Lot of work for them to do and to a certain degree the VEGF x PD-1 bar has been set on efficacy and (potentially more importantly) safety in"  
[X Link](https://x.com/PCM_bio/status/2008511298825527394)  2026-01-06T12:09Z [----] followers, [----] engagements


"@svix_enjoyoor @PaulAll95402077 @seedy19tron @MACROVET888 One is novel mechanism ( $vrna) other is reformulation ( $lqda)"  
[X Link](https://x.com/PCM_bio/status/2011555902898450645)  2026-01-14T21:47Z [----] followers, [---] engagements


"Double time with Evotec $EVO Inflation Reduction via job cuts vs more efficient drug development https://www.evotec.com/en/news/evotec-se-reports-h1-2024-results-challenging-year-priority-reset-for-sustainable-profitable-growth-gaining-momentum-building-on-core-strengths This commentary aged well. See $CRL Charles River Labs Most global biopharma companies have announced major restructuring programs likely precipitated by IRA or pending patent expirations When noble intentions go wrong @Frank_S_David @vintweeta @ArmstrongDrew just because"  
[X Link](https://x.com/PCM_bio/status/1823768679542091895)  2024-08-14T17:08Z [----] followers, [----] engagements


"@WarrrenSmith I was implying that perhaps leak came from buyside or not from $swtx (not necessarily from $mrk.de)"  
[X Link](https://x.com/PCM_bio/status/1890173363437596779)  2025-02-13T22:57Z [----] followers, [---] engagements


"@Sanctuary_Bio Pretty sure $MRK.DE was the party that leaked it"  
[X Link](https://x.com/PCM_bio/status/1895591146044473356)  2025-02-28T21:45Z [----] followers, [---] engagements


"@Sanctuary_Bio $mrk.de were likely trying to force $swtx s hand. no reason for $swtx to leak prior to approval. They would want the premium to be to an unaffected post-approval price If $swtx walks stock goes back to $40 range likely so was likely tactical by bidder"  
[X Link](https://x.com/PCM_bio/status/1895595763331448993)  2025-02-28T22:03Z [----] followers, [----] engagements


"$mrk.de CEO doing everything she can to take the air out of $swtx stock wrt price discipline on BD. Hodor the line @Maximus_Holla"  
[X Link](https://x.com/PCM_bio/status/1897652843659550976)  2025-03-06T14:17Z [----] followers, [----] engagements


"@jq1234t Sure it is. $mrk.de not capacity constrained in the sense that an incremental $500mm would re-rate their debt especially given 2026+ financial profile of $swtx But yes point was process likely competitive vs negotiations fallen apart"  
[X Link](https://x.com/PCM_bio/status/1897713547523531259)  2025-03-06T18:19Z [----] followers, [---] engagements


"If German Merck $mrk.de kicks off deal season with $swtx would suggest BioX litigate a bilateral agreement to exchange tickers with American $MRK . PCM will draft the petition Listening to the commentary / tone from the $mrk.de CEO again my take is: they wanted to message price discipline wrt to BD in therapeutics bc they may lose the $swtx process. To extent that happens/as caveat she noted that life science BD is their higher priority. $swtx Listening to the commentary / tone from the $mrk.de CEO again my take is: they wanted to message price discipline wrt to BD in therapeutics bc they may"  
[X Link](https://x.com/PCM_bio/status/1897800307905560912)  2025-03-07T00:03Z [----] followers, [----] engagements


"@PersimmonTI Yes would almost be a relief for this price Curious how leaks have come day before Gomekli approval and CHMP opinion. wouldnt make sense for $swtx to leak. $mrk.de playing hard ball"  
[X Link](https://x.com/PCM_bio/status/1915522637909905722)  2025-04-24T21:46Z [----] followers, [---] engagements


"@Dreesenkl @PersimmonTI Agreed would walk and publicly drag $mrk.de through mud"  
[X Link](https://x.com/PCM_bio/status/1915523427290546199)  2025-04-24T21:49Z [----] followers, [---] engagements


"$swtx doesnt have financing overhang so they can ride through trough if they so choose. Doesnt mean another buyer will emerge in a few months or a few years But $mrk.de isnt a public equity investor. They are a strategic partner. if they are leaking / forcing another partys hand for a few $ per share that would be extremely short-sighted. Two way street https://twitter.com/i/web/status/1915529026510180585 https://twitter.com/i/web/status/1915529026510180585"  
[X Link](https://x.com/PCM_bio/status/1915529026510180585)  2025-04-24T22:11Z [----] followers, [---] engagements


"@grok at what time of day does Bristol Myers usually PR their business development transactions Pls include Karuna Rayze Turning Point and Myokardia in your analysis $bmy Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday a.m. Should pay homage to their $celg financial engineering roots $xbi $ibb Will I be eating my words Not saying $bmy logical owner of names in rumor mill this week but would be true head-scratcher if they dont headline something Monday a.m. Should pay homage to"  
[X Link](https://x.com/PCM_bio/status/2010670239474708693)  2026-01-12T11:08Z [----] followers, [----] engagements

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