[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @PersimmonTI Persimmon Tree Investments Persimmon Tree Investments posts on X about $xbi, $vrna, $srpt, $lly the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::4496252499/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +120% - X Year XXXXXXXXX +163% ### Mentions: XX [#](/creator/twitter::4496252499/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXX +130% - X Year XXXXX +325% ### Followers: XXXXX [#](/creator/twitter::4496252499/followers)  - X Week XXXXX +0.50% - X Month XXXXX +1.60% - X Months XXXXX +8% - X Year XXXXX +17% ### CreatorRank: XXXXXXX [#](/creator/twitter::4496252499/influencer_rank)  ### Social Influence [#](/creator/twitter::4496252499/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$xbi](/topic/$xbi) #2, [$vrna](/topic/$vrna) 3.91%, [$srpt](/topic/$srpt) #42, [$lly](/topic/$lly) 3.13%, [$pfe](/topic/$pfe) 3.13%, [$bbio](/topic/$bbio) #5, [$rare](/topic/$rare) 2.34%, [drugs](/topic/drugs) 2.34%, [$nvs](/topic/$nvs) 2.34%, [$smmt](/topic/$smmt) XXXX% **Top accounts mentioned or mentioned by** [@saltynostrils](/creator/undefined) [@timopler](/creator/undefined) [@biotechch](/creator/undefined) [@naturebiotech](/creator/undefined) [@nature](/creator/undefined) [@bioyolo420](/creator/undefined) [@fiercebiotech](/creator/undefined) [@biopharmiq](/creator/undefined) [@rj248842](/creator/undefined) [@ltbioinvestor](/creator/undefined) [@wallstsai](/creator/undefined) [@adrian_h](/creator/undefined) [@jamesekrause](/creator/undefined) [@biostocks](/creator/undefined) [@sanctuarybio](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@lindamoskovits](/creator/undefined) [@biopharmadive](/creator/undefined) [@amaymd](/creator/undefined) [@iambiotechs](/creator/undefined) **Top assets mentioned** [Bitcoin Incognito (XBI)](/topic/$xbi) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Eli Lilly and Company (LLY)](/topic/$lly) [Pfizer, Inc. (PFE)](/topic/$pfe) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [SuperRare (RARE)](/topic/$rare) [Novartis AG (NVS)](/topic/$nvs) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [AstraZeneca PLC (AZN)](/topic/$azn) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [AbbVie Inc (ABBV)](/topic/$abbv) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Akropolis (AKRO)](/topic/$akro) [Amicus Therapeutics, Inc (FOLD)](/topic/$fold) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Insmed, Inc. (INSM)](/topic/$insm) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Novo-Nordisk (NVO)](/topic/$nvo) [Bitcoin (BTC)](/topic/bitcoin) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Goldman Sachs (GS)](/topic/goldman-sachs) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Johnson & Johnson (JNJ)](/topic/$jnj) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) ### Top Social Posts [#](/creator/twitter::4496252499/posts) --- Top posts by engagements in the last XX hours "$NKTR and $LLY Just a very quick take on legal dispute Think that motion for summary judgment will be denied by judge. To me the case seems a fairly strong one for $NKTR but by no means a matter which will reach the very high bar of MSJ in $NKTR favor too fact specific. As for settlement with $LLY it takes two to tango and Lilly has more money than anyone. Usually the Goliath is willing to push their stack around. $LLY counterclaim is pretty standard but consistent with a defendant that isnt going to go down easily JMTC"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945829934590546163) 2025-07-17 12:56:22 UTC 9550 followers, 6695 engagements "$CYTK Board offer Blum a deal that he cannot refuse stay on as a board member and some other honorary role Strategic Advisor but relinquish operational control. And install new operational leadership a la $SRRK recently becoming $ALXN West. Its the best thing for the company and would make an immediate positive impact on perceived value of company and its assets. $xbi"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1919017099554328763) 2025-05-04 13:11:44 UTC 9550 followers, 8085 engagements "$XBI Former CEO of La Jolla Pharmaceuticals (used to be $LJPC) to head CDER. Seems Tidmarsh has views that are critical of the current status quo especially in academia but overall likely viewed as reassuring by healthcare companies and investors. Per Bloomberg"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947250850528649370) 2025-07-21 11:02:35 UTC 9550 followers, 2966 engagements "there are far too many Adam Mays on Twitter these days"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1943413003145130387) 2025-07-10 20:52:21 UTC 9550 followers, 2275 engagements "$MREO $RARE IA2 wasnt a long shot by any means. But it was far from a shoo-in:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944025839420813601) 2025-07-12 13:27:33 UTC 9550 followers, 3882 engagements "$LLY The power of $LLY imagination on continued display courtesy @NatureBiotech:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945998810255077529) 2025-07-18 00:07:25 UTC 9537 followers, 2086 engagements "$XBI The Looming Patent Cliff @BioPharmaDive with the principal patent expiries of the top XX drugs by 2024 sales:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944478429929251066) 2025-07-13 19:25:59 UTC 9550 followers, 3578 engagements "$NKTR really hope that this works out for you bro"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1943382646957945320) 2025-07-10 18:51:43 UTC 9550 followers, 4435 engagements "$VRNA $XBI Take note $SWTX how grownups conduct M&A:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944430935182553402) 2025-07-13 16:17:15 UTC 9550 followers, 2637 engagements "will never trust someone whos never wrong to ever be right humility and good will go hand in hand $xbi"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944885162791329900) 2025-07-14 22:22:11 UTC 9550 followers, 3703 engagements "$JANX Virtual R&D Day one week away 7/24/25 Company to highlight product candidates from preclinical pipeline its decided to move into clinical testing. And XXX and XXX updates before year end. Should be interesting"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945997094256259190) 2025-07-18 00:00:36 UTC 9550 followers, 1397 engagements "$LLY $xbi Anyone catch $LLY subtle flex at Goldman They noted that they were cautious about late stage/commercial $XBI M&A because it might lead to net deceleration of their sales growth rate 😂"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944506807256301603) 2025-07-13 21:18:44 UTC 9537 followers, 2166 engagements "$SMMT $AZN $xbi The PD1xVEGF state of play Bloomberg story re: ongoing discussion between $AZN and $SMMT for partnership would make a lot of sense for both parties. Had previously guessed a major rights partnering for Duggans $SMMT could be in the cards though I hadnt mentioned $AZN. Though questions remain re: ivonescimab survival advantage over pembro pharma is beyond the merely hedging their bets stage now. The stakes are too high if PD1xVEGF is the real deal. $MRK Dean Li was instructive at Goldman Sachs last month sharing the Mercks strategy was to advance pembro and their PD1xVEGF"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941562290974700019) 2025-07-05 18:18:17 UTC 9537 followers, 6340 engagements "$NVS x $KDNY Alleged Insider trading by a former $KDNY board member who himself traded on information about $NVS buyout as well as tipped off X others about the news. All too human I guess"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1929203816127181107) 2025-06-01 15:50:07 UTC 9538 followers, 2083 engagements "Seems like a good time to remind folks that $SRPT and $SAVA share a key board member"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1946026114431746155) 2025-07-18 01:55:55 UTC 9550 followers, 4402 engagements "$XBI Barrons article actually somewhat nuanced & interesting. Points to valuation gap betw/ $XBI c suite & would-be big pharma acquirers and how that gap may be closing $XBI conceding that share prices will not recover CVRs in the JPM trio: $AMYT $CINC $ALBO accord"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1614668694486933504) 2023-01-15 16:59:50 UTC 9548 followers, XX engagements "$FOLD Aussie co. Dimerix Interesting deal for U.S. rights for Amicus of an Aussie drug candidate. $FOLD doing the in-licensing as opposed to being acquired Tariffs probably not a consideration as Dimerix not likely viewing US go alone under any circumstances"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1917734894396137776) 2025-05-01 00:16:43 UTC 9543 followers, 1558 engagements "$XBI Orphaned No More $RARE / $MREO $SRRK $BBIO $ALNY $RCKT $BMRN Below the final language of the Orphan exclusivity expansion language that passed as part of the final megabill. Note that in addition to Medicare price negotiation exemption being extended to Tx that treat multiple rare disease indications rare disease Tx would have a delayed start to the price negotiation countdown if the reason it lost exemption was that a non-rare-disease indication had been added to its label. Playing this out with a specific hypothetical $RARE / $MREO Setrusumab we can see how these provisions could have"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941684242066358445) 2025-07-06 02:22:52 UTC 9543 followers, 12K engagements "$ABVX Happy to be owning some if I do not own it all"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947766590918864926) 2025-07-22 21:11:57 UTC 9550 followers, 2403 engagements "$XBI $INSM $VRNA $BBIO $MDGL except no more $VRNA"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944119020044664901) 2025-07-12 19:37:49 UTC 9539 followers, 2412 engagements "there just doesnt seem like any way that this actually happens but quite a statement"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945807380907728931) 2025-07-17 11:26:45 UTC 9550 followers, 1807 engagements "$MRUS Continues with the stochastic green candles"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947769186257682922) 2025-07-22 21:22:16 UTC 9550 followers, 1144 engagements "$PFE Who knows maybe Pfizer got themselves a steal of a deal with 3SBio"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1929497274914128057) 2025-06-02 11:16:13 UTC 9550 followers, 2611 engagements "$XBI Select amylins in clinic courtesy @Nature Metabolism. Note that $MTSR not included and its and $GPCR are currently unattached to big pharma"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944875375584272744) 2025-07-14 21:43:18 UTC 9551 followers, 4101 engagements "$XBI xbi mood right now I think probably isnt the goat but will always be the goat"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944549971648278742) 2025-07-14 00:10:15 UTC 9550 followers, 1977 engagements "$MTSR continues to trade like something is up 🤔 🧐"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945123014913180067) 2025-07-15 14:07:20 UTC 9550 followers, 2126 engagements "Best way to own bitcoin is to forget that you own bitcoin"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944818411982258220) 2025-07-14 17:56:57 UTC 9550 followers, 1967 engagements "$KROS Just your share dollars at work here for low to moderate risk MDS are they not at all sheepish"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945818698092101724) 2025-07-17 12:11:43 UTC 9550 followers, 1420 engagements "$SRPT Analyst: Have there been any other patient deaths on any other of your AAV gene therapy programs Doug: I think the first question was are there any other fatalities associated with any of our other gene therapy trials associated with the therapy itself And the answer to that is No. Actually Doug that wasnt the question. And we are beyond the granting $SRPT the benefit of the doubt phase. We are now in the phase where we have to ask the next question: Have there been any other deaths regardless of cause or association with $SRPT Tx for any $SRPT AAV gene therapy patients whether on"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1946956790006202724) 2025-07-20 15:34:06 UTC 9550 followers, 2645 engagements "$XBI Select Q2 2025 new drug approvals with revenue projection courtesy @nature:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945999771153437109) 2025-07-18 00:11:15 UTC 9550 followers, 1913 engagements "just finished being on the receiving end of a X hour deposition dont know that I want to utter another word for a good long time"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947743528475300094) 2025-07-22 19:40:19 UTC 9550 followers, 1658 engagements "$XBI And if this is what Opler at Stifel is personally seeing with respect to M&A question to me is how much is in Centerviews transaction pipeline $VRNA"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944431217236955388) 2025-07-13 16:18:22 UTC 9550 followers, 4164 engagements "$ABBV When a bispecific isnt enough And thats a huge upfront"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1943274336598585791) 2025-07-10 11:41:20 UTC 9550 followers, 2406 engagements "$BBIO $ALNY $BBIO CEO at Goldman Sachs: I mean were basically generic as compared to AMVUTTRA"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941896696021086400) 2025-07-06 16:27:05 UTC 9550 followers, 4237 engagements "$NVS $xbi Novartis on capital allocation and M&A yesterday - not prioritizing dividend/buybacks over M&A - no recent M&A is not for lack of trying - $XX billion in firepower $NVS always looking for bolt-on acquisitions and maybe larger bolt-ons () that would bolster its focus TAs"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1946164533711745163) 2025-07-18 11:05:57 UTC 9550 followers, 4584 engagements "$SAVA Positive preclinical Simufilam data:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1939648500159086705) 2025-06-30 11:33:34 UTC 9543 followers, 2627 engagements "$XBI To put the relative size of $PFE $XXXX billion upfront to 3SBio for PD1 x VEGF in context its more than double the size of the largest upfront for a solid tumor therapy in 2024 Which itself was none other than $MRK to LaNova also for a PD-1 x VEGF. Courtesy @NatRevDrugDisc"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1926992281338343827) 2025-05-26 13:22:16 UTC 9550 followers, 3490 engagements "$IOVA Interesting trading into $REPL CRL: $xbi"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947621325755072875) 2025-07-22 11:34:43 UTC 9550 followers, 3327 engagements "$XBI $GILD $BMY $JNJ $ACLX $LEGN $AUTL A clear positive from the FDA taking action on its promise to expand/speed access to meaningful Tx: FDA removing REMS and other onerous requirements for the administration of BCMA and CD19 targeting CAR-T which should lower the cost & administrative burden of CAR-T and pave the way for more community-based admin of CAR-T. Again a significant positive sign from the FDA and from Prasads CBER no less that may turn the tide and improve upon the currently underutilized Tx getting CAR-T to more patients who are eligible for it and could benefit from it:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1939112125412106650) 2025-06-29 00:02:12 UTC 9538 followers, 6947 engagements "i wish the real world would just stop hassling me"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945228065933578738) 2025-07-15 21:04:46 UTC 9550 followers, 1934 engagements "$SRPT And the award for longest PR goes to quite a lot in there:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945806586301071364) 2025-07-17 11:23:36 UTC 9550 followers, 8036 engagements "$PFE PD-1 x VEGF $SMMT $TIL $GLYC $CMPX $BNTX Pfizer is officially in the PD-1 x VEGF business in-licensing a Chinese molecule of its own after inking a CT collab with $SMMT Ivonescimab for combo with ADCs. Note that the deal with 3SBio includes the option for $PFE to commercialize in China as well as pretty unusual. Also pretty hefty upfront of $XXX billion with up to $XXX billion in milestones Though the upfront number is in-line with Bourlas guidance of smaller bolt-on acquisitions in oncology $xbi"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1924622365406724131) 2025-05-20 00:25:04 UTC 9550 followers, 7003 engagements
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@PersimmonTI Persimmon Tree Investments
Persimmon Tree Investments posts on X about $xbi, $vrna, $srpt, $lly the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +120%
- X Year XXXXXXXXX +163%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX +130%
- X Year XXXXX +325%
Followers: XXXXX #
- X Week XXXXX +0.50%
- X Month XXXXX +1.60%
- X Months XXXXX +8%
- X Year XXXXX +17%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% currencies XXXX% countries XXXX% social networks XXXX% technology brands XXXX%
Social topic influence $xbi #2, $vrna 3.91%, $srpt #42, $lly 3.13%, $pfe 3.13%, $bbio #5, $rare 2.34%, drugs 2.34%, $nvs 2.34%, $smmt XXXX%
Top accounts mentioned or mentioned by @saltynostrils @timopler @biotechch @naturebiotech @nature @bioyolo420 @fiercebiotech @biopharmiq @rj248842 @ltbioinvestor @wallstsai @adrian_h @jamesekrause @biostocks @sanctuarybio @adamfeuerstein @lindamoskovits @biopharmadive @amaymd @iambiotechs
Top assets mentioned Bitcoin Incognito (XBI) Sarepta Therapeutics, Inc. (SRPT) Eli Lilly and Company (LLY) Pfizer, Inc. (PFE) BridgeBio Pharma, Inc. Common Stock (BBIO) SuperRare (RARE) Novartis AG (NVS) Summit Therapeutics Inc. Common Stock (SMMT) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Merck & Co., Inc. (MRK) Scholar Rock Holding Corporation Common Stock (SRRK) Avidity Biosciences, Inc. Common Stock (RNA) AstraZeneca PLC (AZN) Alnylam Pharmaceuticals, Inc. (ALNY) Bristol-Myers Squibb Co (BMY) Metsera, Inc. Common Stock (MTSR) AbbVie Inc (ABBV) Cytokinetics Inc. (CYTK) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Janux Therapeutics, Inc. Common Stock (JANX) Dyne Therapeutics, Inc. Common Stock (DYN) Akropolis (AKRO) Amicus Therapeutics, Inc (FOLD) BioMarin Pharmaceutical, Inc. (BMRN) Insmed, Inc. (INSM) Merus N.V. Common Shares (MRUS) Novo-Nordisk (NVO) Bitcoin (BTC) Arrowhead Research Corporation (ARWR) Goldman Sachs (GS) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Johnson & Johnson (JNJ) Gilead Sciences, Inc. (GILD) Arcellx, Inc. Common Stock (ACLX)
Top Social Posts #
Top posts by engagements in the last XX hours
"$NKTR and $LLY Just a very quick take on legal dispute Think that motion for summary judgment will be denied by judge. To me the case seems a fairly strong one for $NKTR but by no means a matter which will reach the very high bar of MSJ in $NKTR favor too fact specific. As for settlement with $LLY it takes two to tango and Lilly has more money than anyone. Usually the Goliath is willing to push their stack around. $LLY counterclaim is pretty standard but consistent with a defendant that isnt going to go down easily JMTC"
@PersimmonTI on X 2025-07-17 12:56:22 UTC 9550 followers, 6695 engagements
"$CYTK Board offer Blum a deal that he cannot refuse stay on as a board member and some other honorary role Strategic Advisor but relinquish operational control. And install new operational leadership a la $SRRK recently becoming $ALXN West. Its the best thing for the company and would make an immediate positive impact on perceived value of company and its assets. $xbi" @PersimmonTI on X 2025-05-04 13:11:44 UTC 9550 followers, 8085 engagements
"$XBI Former CEO of La Jolla Pharmaceuticals (used to be $LJPC) to head CDER. Seems Tidmarsh has views that are critical of the current status quo especially in academia but overall likely viewed as reassuring by healthcare companies and investors. Per Bloomberg" @PersimmonTI on X 2025-07-21 11:02:35 UTC 9550 followers, 2966 engagements
"there are far too many Adam Mays on Twitter these days" @PersimmonTI on X 2025-07-10 20:52:21 UTC 9550 followers, 2275 engagements
"$MREO $RARE IA2 wasnt a long shot by any means. But it was far from a shoo-in:" @PersimmonTI on X 2025-07-12 13:27:33 UTC 9550 followers, 3882 engagements
"$LLY The power of $LLY imagination on continued display courtesy @NatureBiotech:" @PersimmonTI on X 2025-07-18 00:07:25 UTC 9537 followers, 2086 engagements
"$XBI The Looming Patent Cliff @BioPharmaDive with the principal patent expiries of the top XX drugs by 2024 sales:" @PersimmonTI on X 2025-07-13 19:25:59 UTC 9550 followers, 3578 engagements
"$NKTR really hope that this works out for you bro" @PersimmonTI on X 2025-07-10 18:51:43 UTC 9550 followers, 4435 engagements
"$VRNA $XBI Take note $SWTX how grownups conduct M&A:" @PersimmonTI on X 2025-07-13 16:17:15 UTC 9550 followers, 2637 engagements
"will never trust someone whos never wrong to ever be right humility and good will go hand in hand $xbi" @PersimmonTI on X 2025-07-14 22:22:11 UTC 9550 followers, 3703 engagements
"$JANX Virtual R&D Day one week away 7/24/25 Company to highlight product candidates from preclinical pipeline its decided to move into clinical testing. And XXX and XXX updates before year end. Should be interesting" @PersimmonTI on X 2025-07-18 00:00:36 UTC 9550 followers, 1397 engagements
"$LLY $xbi Anyone catch $LLY subtle flex at Goldman They noted that they were cautious about late stage/commercial $XBI M&A because it might lead to net deceleration of their sales growth rate 😂" @PersimmonTI on X 2025-07-13 21:18:44 UTC 9537 followers, 2166 engagements
"$SMMT $AZN $xbi The PD1xVEGF state of play Bloomberg story re: ongoing discussion between $AZN and $SMMT for partnership would make a lot of sense for both parties. Had previously guessed a major rights partnering for Duggans $SMMT could be in the cards though I hadnt mentioned $AZN. Though questions remain re: ivonescimab survival advantage over pembro pharma is beyond the merely hedging their bets stage now. The stakes are too high if PD1xVEGF is the real deal. $MRK Dean Li was instructive at Goldman Sachs last month sharing the Mercks strategy was to advance pembro and their PD1xVEGF" @PersimmonTI on X 2025-07-05 18:18:17 UTC 9537 followers, 6340 engagements
"$NVS x $KDNY Alleged Insider trading by a former $KDNY board member who himself traded on information about $NVS buyout as well as tipped off X others about the news. All too human I guess" @PersimmonTI on X 2025-06-01 15:50:07 UTC 9538 followers, 2083 engagements
"Seems like a good time to remind folks that $SRPT and $SAVA share a key board member" @PersimmonTI on X 2025-07-18 01:55:55 UTC 9550 followers, 4402 engagements
"$XBI Barrons article actually somewhat nuanced & interesting. Points to valuation gap betw/ $XBI c suite & would-be big pharma acquirers and how that gap may be closing $XBI conceding that share prices will not recover CVRs in the JPM trio: $AMYT $CINC $ALBO accord" @PersimmonTI on X 2023-01-15 16:59:50 UTC 9548 followers, XX engagements
"$FOLD Aussie co. Dimerix Interesting deal for U.S. rights for Amicus of an Aussie drug candidate. $FOLD doing the in-licensing as opposed to being acquired Tariffs probably not a consideration as Dimerix not likely viewing US go alone under any circumstances" @PersimmonTI on X 2025-05-01 00:16:43 UTC 9543 followers, 1558 engagements
"$XBI Orphaned No More $RARE / $MREO $SRRK $BBIO $ALNY $RCKT $BMRN Below the final language of the Orphan exclusivity expansion language that passed as part of the final megabill. Note that in addition to Medicare price negotiation exemption being extended to Tx that treat multiple rare disease indications rare disease Tx would have a delayed start to the price negotiation countdown if the reason it lost exemption was that a non-rare-disease indication had been added to its label. Playing this out with a specific hypothetical $RARE / $MREO Setrusumab we can see how these provisions could have" @PersimmonTI on X 2025-07-06 02:22:52 UTC 9543 followers, 12K engagements
"$ABVX Happy to be owning some if I do not own it all" @PersimmonTI on X 2025-07-22 21:11:57 UTC 9550 followers, 2403 engagements
"$XBI $INSM $VRNA $BBIO $MDGL except no more $VRNA" @PersimmonTI on X 2025-07-12 19:37:49 UTC 9539 followers, 2412 engagements
"there just doesnt seem like any way that this actually happens but quite a statement" @PersimmonTI on X 2025-07-17 11:26:45 UTC 9550 followers, 1807 engagements
"$MRUS Continues with the stochastic green candles" @PersimmonTI on X 2025-07-22 21:22:16 UTC 9550 followers, 1144 engagements
"$PFE Who knows maybe Pfizer got themselves a steal of a deal with 3SBio" @PersimmonTI on X 2025-06-02 11:16:13 UTC 9550 followers, 2611 engagements
"$XBI Select amylins in clinic courtesy @Nature Metabolism. Note that $MTSR not included and its and $GPCR are currently unattached to big pharma" @PersimmonTI on X 2025-07-14 21:43:18 UTC 9551 followers, 4101 engagements
"$XBI xbi mood right now I think probably isnt the goat but will always be the goat" @PersimmonTI on X 2025-07-14 00:10:15 UTC 9550 followers, 1977 engagements
"$MTSR continues to trade like something is up 🤔 🧐" @PersimmonTI on X 2025-07-15 14:07:20 UTC 9550 followers, 2126 engagements
"Best way to own bitcoin is to forget that you own bitcoin" @PersimmonTI on X 2025-07-14 17:56:57 UTC 9550 followers, 1967 engagements
"$KROS Just your share dollars at work here for low to moderate risk MDS are they not at all sheepish" @PersimmonTI on X 2025-07-17 12:11:43 UTC 9550 followers, 1420 engagements
"$SRPT Analyst: Have there been any other patient deaths on any other of your AAV gene therapy programs Doug: I think the first question was are there any other fatalities associated with any of our other gene therapy trials associated with the therapy itself And the answer to that is No. Actually Doug that wasnt the question. And we are beyond the granting $SRPT the benefit of the doubt phase. We are now in the phase where we have to ask the next question: Have there been any other deaths regardless of cause or association with $SRPT Tx for any $SRPT AAV gene therapy patients whether on" @PersimmonTI on X 2025-07-20 15:34:06 UTC 9550 followers, 2645 engagements
"$XBI Select Q2 2025 new drug approvals with revenue projection courtesy @nature:" @PersimmonTI on X 2025-07-18 00:11:15 UTC 9550 followers, 1913 engagements
"just finished being on the receiving end of a X hour deposition dont know that I want to utter another word for a good long time" @PersimmonTI on X 2025-07-22 19:40:19 UTC 9550 followers, 1658 engagements
"$XBI And if this is what Opler at Stifel is personally seeing with respect to M&A question to me is how much is in Centerviews transaction pipeline $VRNA" @PersimmonTI on X 2025-07-13 16:18:22 UTC 9550 followers, 4164 engagements
"$ABBV When a bispecific isnt enough And thats a huge upfront" @PersimmonTI on X 2025-07-10 11:41:20 UTC 9550 followers, 2406 engagements
"$BBIO $ALNY $BBIO CEO at Goldman Sachs: I mean were basically generic as compared to AMVUTTRA" @PersimmonTI on X 2025-07-06 16:27:05 UTC 9550 followers, 4237 engagements
"$NVS $xbi Novartis on capital allocation and M&A yesterday - not prioritizing dividend/buybacks over M&A - no recent M&A is not for lack of trying - $XX billion in firepower $NVS always looking for bolt-on acquisitions and maybe larger bolt-ons () that would bolster its focus TAs" @PersimmonTI on X 2025-07-18 11:05:57 UTC 9550 followers, 4584 engagements
"$SAVA Positive preclinical Simufilam data:" @PersimmonTI on X 2025-06-30 11:33:34 UTC 9543 followers, 2627 engagements
"$XBI To put the relative size of $PFE $XXXX billion upfront to 3SBio for PD1 x VEGF in context its more than double the size of the largest upfront for a solid tumor therapy in 2024 Which itself was none other than $MRK to LaNova also for a PD-1 x VEGF. Courtesy @NatRevDrugDisc" @PersimmonTI on X 2025-05-26 13:22:16 UTC 9550 followers, 3490 engagements
"$IOVA Interesting trading into $REPL CRL: $xbi" @PersimmonTI on X 2025-07-22 11:34:43 UTC 9550 followers, 3327 engagements
"$XBI $GILD $BMY $JNJ $ACLX $LEGN $AUTL A clear positive from the FDA taking action on its promise to expand/speed access to meaningful Tx: FDA removing REMS and other onerous requirements for the administration of BCMA and CD19 targeting CAR-T which should lower the cost & administrative burden of CAR-T and pave the way for more community-based admin of CAR-T. Again a significant positive sign from the FDA and from Prasads CBER no less that may turn the tide and improve upon the currently underutilized Tx getting CAR-T to more patients who are eligible for it and could benefit from it:" @PersimmonTI on X 2025-06-29 00:02:12 UTC 9538 followers, 6947 engagements
"i wish the real world would just stop hassling me" @PersimmonTI on X 2025-07-15 21:04:46 UTC 9550 followers, 1934 engagements
"$SRPT And the award for longest PR goes to quite a lot in there:" @PersimmonTI on X 2025-07-17 11:23:36 UTC 9550 followers, 8036 engagements
"$PFE PD-1 x VEGF $SMMT $TIL $GLYC $CMPX $BNTX Pfizer is officially in the PD-1 x VEGF business in-licensing a Chinese molecule of its own after inking a CT collab with $SMMT Ivonescimab for combo with ADCs. Note that the deal with 3SBio includes the option for $PFE to commercialize in China as well as pretty unusual. Also pretty hefty upfront of $XXX billion with up to $XXX billion in milestones Though the upfront number is in-line with Bourlas guidance of smaller bolt-on acquisitions in oncology $xbi" @PersimmonTI on X 2025-05-20 00:25:04 UTC 9550 followers, 7003 engagements