#  @PersimmonTI Persimmon Tree Investments Persimmon Tree Investments posts on X about $xbi, $pfe, $mrk, $cytk the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::4496252499/interactions)  - [--] Week [-------] +56% - [--] Month [-------] -23% - [--] Months [----------] +741% - [--] Year [----------] +1,125% ### Mentions: [--] [#](/creator/twitter::4496252499/posts_active)  - [--] Month [---] -23% - [--] Months [-----] +23% - [--] Year [-----] +228% ### Followers: [------] [#](/creator/twitter::4496252499/followers)  - [--] Week [------] +0.20% - [--] Month [------] +0.86% - [--] Months [------] +12% - [--] Year [------] +23% ### CreatorRank: [-------] [#](/creator/twitter::4496252499/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [technology brands](/list/technology-brands) [countries](/list/countries) [social networks](/list/social-networks) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) [us election](/list/us-election) **Social topic influence** [$xbi](/topic/$xbi) #3, [$pfe](/topic/$pfe) #230, [$mrk](/topic/$mrk) #55, [$cytk](/topic/$cytk) #8, [$lly](/topic/$lly) #101, [$bbio](/topic/$bbio) #3, [$bmy](/topic/$bmy), [$nvo](/topic/$nvo) #222, [$nvs](/topic/$nvs), [$mreo](/topic/$mreo) **Top accounts mentioned or mentioned by** [@persimmonti](/creator/undefined) [@amaymd](/creator/undefined) [@biohazard3737](/creator/undefined) [@natrevdrugdisc](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@nature](/creator/undefined) [@biotechch](/creator/undefined) [@jfais20](/creator/undefined) [@sportsbios](/creator/undefined) [@pcmbio](/creator/undefined) [@biopharmadive](/creator/undefined) [@jacobplieth](/creator/undefined) [@duedoctor](/creator/undefined) [@naturebiotech](/creator/undefined) [@biopharmiq](/creator/undefined) [@joserestonva](/creator/undefined) [@wsj](/creator/undefined) [@fiercepharma](/creator/undefined) [@fakepharmabro](/creator/undefined) [@naturemedicine](/creator/undefined) **Top assets mentioned** [Pfizer, Inc. (PFE)](/topic/$pfe) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Eli Lilly and Company (LLY)](/topic/$lly) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Novo-Nordisk (NVO)](/topic/$nvo) [Novartis AG (NVS)](/topic/$nvs) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [AstraZeneca PLC (AZN)](/topic/$azn) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Abivax SA (ABVX)](/topic/$abvx) [Johnson & Johnson (JNJ)](/topic/$jnj) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Akropolis (AKRO)](/topic/$akro) [Amgen, Inc. (AMGN)](/topic/$amgn) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Synthetify (SNY)](/topic/$sny) [AbbVie Inc (ABBV)](/topic/$abbv) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [ALX Oncology Holdings Inc (ALXO)](/topic/$alxo) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Immunogen Inc (IMGN)](/topic/$imgn) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [uniQure N.V. (QURE)](/topic/$qure) [Seagen Inc (SGEN)](/topic/$sgen) [SuperRare (RARE)](/topic/$rare) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Arcus Biosciences, Inc. (RCUS)](/topic/$rcus) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [GSK plc (GSK)](/topic/$gsk) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Edgewise Therapeutics, Inc. (EWTX)](/topic/$ewtx) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Mirati Therapeutics, Inc. Common Stock (MRTX)](/topic/$mrtx) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Oric Pharmaceuticals, Inc. (ORIC)](/topic/$oric) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Vertex Protocol (VRTX)](/topic/$vrtx) [Insmed, Inc. (INSM)](/topic/$insm) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Cere Network (CERE)](/topic/$cere) [Moderna Inc (MRNA)](/topic/$mrna) ### Top Social Posts Top posts by engagements in the last [--] hours "$sgmo Still long-term bullish on CRISPR/Cas9 but. Lets go Back to the Future with good ol zinc finger nuclease gene editing technology. Already in vivo. ZFN is the DOS to CRISPRs Windows. Far less flashy and in some ways more limited but far more stable. $crispr #CRISPR ex vivo cell therapy is the low-hanging fruit The big question is in vivo gene editing. 510yrs would be super-duper optimistic on that front A reminder it took RNAi 20yrs from Mello/Fire paper https://t.co/rMx6xKxldO #CRISPR ex vivo cell therapy is the low-hanging fruit The big question is in vivo gene editing. 510yrs would be" [X Link](https://x.com/PersimmonTI/status/1033077422751731713) 2018-08-24T19:43Z [----] followers, [--] engagements "$gern Geron to provide an update on #imetelstat collaboration with Janssen/ $jnj tomorrow (9/27) at 8:00 am est. Clear eyes full hearts cant lose" [X Link](https://x.com/PersimmonTI/status/1045125467471327233) 2018-09-27T01:38Z [----] followers, [--] engagements "$VKTX Q4 Earnings Call On VK2809 5mg cohort expansion:" [X Link](https://x.com/PersimmonTI/status/1105959537020940289) 2019-03-13T22:31Z [----] followers, [--] engagements "$VKTX Q4 Earnings Call VK2809 Safety & GLP Toxicity Studies:" [X Link](https://x.com/PersimmonTI/status/1105963305728987136) 2019-03-13T22:46Z [----] followers, [--] engagements "$VKTX Q4 Earnings Call VK2809 for NASH the clinical path forward:" [X Link](https://x.com/PersimmonTI/status/1105975044147154946) 2019-03-13T23:32Z [----] followers, [--] engagements "Thus far nothing has happened to dissuade me from this belief: $SRPT $QURE $SRPT $QURE IMO the two most promising AAV vectors in the gene therapy space: $SRPT - AAVrh74 $QURE - AAV5 $SRPT $QURE IMO the two most promising AAV vectors in the gene therapy space: $SRPT - AAVrh74 $QURE - AAV5" [X Link](https://x.com/PersimmonTI/status/1148044163260276739) 2019-07-08T01:40Z [----] followers, [--] engagements "Hemophilia GTx Summary: $SGMO $PFE $BMRN $QURE $ONCE $RHHBY" [X Link](https://x.com/PersimmonTI/status/1148625781523918848) 2019-07-09T16:11Z [----] followers, [--] engagements "$GLYC $GBT Unfortunate p3 failure for Glycomimetic & $PFE s rivipansel tho in hindsight chart may have telling us it was coming. $GBT up after hours" [X Link](https://x.com/PersimmonTI/status/1157450190015610885) 2019-08-03T00:36Z [----] followers, [--] engagements "$ARWR - For those inclined highly recommend close reading of latest earnings call transcript. ARWR is a beast & it's just getting started. CC transcript works as a good roadmap for future of the company & I daresay RNAi generally. Very long ARWR and looking to add on dips" [X Link](https://x.com/PersimmonTI/status/1169377930860015616) 2019-09-04T22:33Z [----] followers, [--] engagements "$ADAP Just the tip of the SPEAR +21.47% on robust volume" [X Link](https://x.com/PersimmonTI/status/1171463904129454080) 2019-09-10T16:42Z [----] followers, [--] engagements "$ARWR The truth about NASH Not so sure anyone knows for sure at this point but ARO-HSD looks like it has a shot at broad applicability. More info to follow on 10/18" [X Link](https://x.com/PersimmonTI/status/1171808799805640705) 2019-09-11T15:32Z [----] followers, [--] engagements "$AMRN $PFE Go it alone is a viable option imo but if buyout there just may be another company located in the Emerald Isle looking to make the deal: $PFE Generics & $AMRN Some thoughts on Pfizer Upjohn + Mylan and potential implications for $AMRN: https://t.co/zJYG1mimOn $PFE Generics & $AMRN Some thoughts on Pfizer Upjohn + Mylan and potential implications for $AMRN: https://t.co/zJYG1mimOn" [X Link](https://x.com/PersimmonTI/status/1196049836270903296) 2019-11-17T12:57Z [----] followers, [--] engagements "$MDCO $NVS $7 bil $AMRN $PFE $ARWR $$$ either way" [X Link](https://x.com/PersimmonTI/status/1198339442634887170) 2019-11-23T20:36Z [----] followers, [--] engagements "$BLUE $BMY 🧐 & one CRS-related death but at which dose" [X Link](https://x.com/PersimmonTI/status/1203179899894284288) 2019-12-07T05:10Z [----] followers, [--] engagements "$SGMO $PFE #ASH19 SB-525 looking quite good and its great that Pfizer is in charge:" [X Link](https://x.com/PersimmonTI/status/1203375239679361025) 2019-12-07T18:06Z [----] followers, [--] engagements "$SGMO Up a bit in premarket -- gives up all gains by afternoon Sangamo way undervalued here imo. The Street dislikes management perhaps but with strong ties to $PFE and increasingly $GILD SGMO is one to keep a close eye on imo. Long $SGMO" [X Link](https://x.com/PersimmonTI/status/1204024004052496396) 2019-12-09T13:04Z [----] followers, [--] engagements "$AMRN $SRPT $NVS Sarepta Novartis and the FDA. An Amarin story" [X Link](https://x.com/PersimmonTI/status/1205278039531278337) 2019-12-13T00:07Z [----] followers, [--] engagements "$AMRN $PFE $GILD $JNJ $NVS Anyone else see the resemblance" [X Link](https://x.com/PersimmonTI/status/1207064669128712192) 2019-12-17T22:26Z [----] followers, [--] engagements "$SRPT This is the importance of having GTx vertical integration. Sarepta stays in control and the manufacturing prowess is likely factored into the $1.15 billion upfront:" [X Link](https://x.com/PersimmonTI/status/1209076765676716032) 2019-12-23T11:42Z [----] followers, [--] engagements "$APLS Could be another readout/acquisition photo finish a la $mrk / $arql. Perhaps $alxn has interest Long $apls. $APLS data in January (formal guidance) potentially the week before the [----] J.P. Morgan Healthcare Conference (1/13-1/16; San Francisco) https://t.co/i3EAdL4aBQ $APLS data in January (formal guidance) potentially the week before the [----] J.P. Morgan Healthcare Conference (1/13-1/16; San Francisco) https://t.co/i3EAdL4aBQ" [X Link](https://x.com/PersimmonTI/status/1211036442530594818) 2019-12-28T21:29Z [----] followers, [--] engagements "$NKTR $THOR $SNY Will 2020s Nektar be Sweet" [X Link](https://x.com/PersimmonTI/status/1212547497287020544) 2020-01-02T01:33Z [----] followers, [--] engagements "$BMY $NKTR $XLRN On eve of #JPM20 WSJ take on path forward for post $CELG biopharma giant. Keys & hunches: - Bolstering Opdivo as against $MRK Keytruda - $NKTR 's bempeg may give nivo back its mojo. - $XLRN luspa -- co-promote now but. https://www.wsj.com/articles/bristols-merger-with-celgene-is-already-paying-dividends-ceo-11578837601mod=business_lead_pos4 https://www.wsj.com/articles/bristols-merger-with-celgene-is-already-paying-dividends-ceo-11578837601mod=business_lead_pos4" [X Link](https://x.com/PersimmonTI/status/1216468611105218562) 2020-01-12T21:14Z [----] followers, [--] engagements "$GILD $FTSV ( $TRIL) What can Gileads Q4 [----] earnings call tell us about likelihood of a Forty Seven acquisition $25 bill in the coffers - bolt on acquisition in immuno-oncology space desired - seeking potential platform tech that will complement existing cell Tx" [X Link](https://x.com/PersimmonTI/status/1234203876573749254) 2020-03-01T19:48Z [----] followers, [--] engagements "$IOVA $GILD $BMY who wants it And will KITE / JUNO patent litigation have a role to play (h/t Seeking Alphas @ A.May)" [X Link](https://x.com/PersimmonTI/status/1248967770953392128) 2020-04-11T13:34Z [----] followers, [--] engagements "$IOVA $GILD $BMY Case for $GILD acquisition of $IOVA connect the dots. CAR-T patent ruling in favor of $BMY / $JUNO leaves $GILD cell Tx aspirations deeply impaired. $IOVA TILs offer promise of new cell Tx fields [--] till. Dr. Rosenberg Key mind behind both $KITE & $IOVA:" [X Link](https://x.com/PersimmonTI/status/1249431357127876611) 2020-04-12T20:17Z [----] followers, [--] engagements "$SLNCF The Silent RNAi sympathy play /small" [X Link](https://x.com/PersimmonTI/status/1249743477891571713) 2020-04-13T16:57Z [----] followers, [--] engagements "$ARWR "ARO-HIF2 is Arrowhead's first therapeutic candidate delivered using a new extra-hepatic delivery vehicle" $MRK validates the target w/ small molecule. RNAi in ccRCC. 'nuff said. https://www.ascopost.com/issues/march-10-2020/mk-6482-shows-activity-across-all-risk-categories-in-metastatic-clear-cell-kidney-cancer/ Four renal Cancer highlight. 1) Axi/pembro continues to have OS benifit 2) biomarkers are important in papillary RCC 3) Targeting HIF in VHL RCC works having wider biological implications 4) Ipi/nivo biomarker data showing distinct patterns from PD1 monotherapy. #ASCO20" [X Link](https://x.com/PersimmonTI/status/1267205418058727427) 2020-05-31T21:24Z [----] followers, [--] engagements "@LindaMoskovits Yes $ARYBU -- will dig into it Linda. Any thoughts" [X Link](https://x.com/PersimmonTI/status/1270037073395941378) 2020-06-08T16:56Z [----] followers, [--] engagements "$PFE More cash coming in to Pfizer Final terms on $12 billion of debt raised for Upjohn/ $MYL Newco to pay $PFE Another $12 billion. for $MRK $PFE First Pfizer with $4 bill in series debt at [--] different maturities. Now Merck joins the low APR debt party. Some to refinance higher interest notes but whats the ultimate purpose of the $$$ Big Pharma on the prowl: https://t.co/l2QcT542Yh $MRK $PFE First Pfizer with $4 bill in series debt at [--] different maturities. Now Merck joins the low APR debt party. Some to refinance higher interest notes but whats the ultimate purpose of the $$$ Big Pharma on" [X Link](https://x.com/PersimmonTI/status/1273587976577200129) 2020-06-18T12:06Z [----] followers, [--] engagements "$ABBV AbbVie and the continued rise of the bispecifics First with $GMAB and today with $ALPN AbbVie evinces hunger in bispecific mAbs in different forms/indications $GMAB - immuno-oncology $ALPN - autoimmune disease" [X Link](https://x.com/PersimmonTI/status/1273716227903557641) 2020-06-18T20:36Z [----] followers, [--] engagements "$APTO $MRK $ARQL Aptose blast from the recent past Revisiting my thoughts from mid-January interesting to see how [---] has progressed since:" [X Link](https://x.com/PersimmonTI/status/1274759362653937671) 2020-06-21T17:41Z [----] followers, [--] engagements "$MREO Getting the ( $OMED ) team back together again. And the reunion tour should be something special to behold. Who better to dust off etigilimab and advance into a potentially best-in-class anti-TIGIT than the originators See highlights:" [X Link](https://x.com/PersimmonTI/status/1277934651252801536) 2020-06-30T11:58Z [----] followers, [--] engagements "$ZYME $MRK Two multispecific antibody deals in one day. $XNCR $BCEL The bispecific beat continues: https://t.co/YIOh9gVvxQ $XNCR $BCEL The bispecific beat continues: https://t.co/YIOh9gVvxQ" [X Link](https://x.com/PersimmonTI/status/1281007488700239872) 2020-07-08T23:29Z [----] followers, [--] engagements "Strong explainer thread re: SARS-CoV-2 vaccines. $AZN $PFE $MRNA $TBIO $ARCT $NVAX $VBIV etc. Many successful vax will ultimately be needed. A thread about the SARS-CoV-2 vaccines in development. There are a lot of candidate vaccines in development but we still have a long way to go. A thread about the SARS-CoV-2 vaccines in development. There are a lot of candidate vaccines in development but we still have a long way to go" [X Link](https://x.com/PersimmonTI/status/1283621207821123584) 2020-07-16T04:35Z [----] followers, [--] engagements "@BioStocks $ARYBU is Perceptive's second SPAC target yet to be announced. $ARYA was Perceptive's first which has become $IMTX. Long all tickers mentioned" [X Link](https://x.com/PersimmonTI/status/1284909245993975810) 2020-07-19T17:53Z [----] followers, [--] engagements "$ACIU Reminiscent of recent setup with $INMB and recent spike on conference-presented preliminary biomarker data that were pretty clearly telegraphed as positive" [X Link](https://x.com/PersimmonTI/status/1288248110733549571) 2020-07-28T23:00Z [----] followers, [--] engagements "#KRAS Space update $LLY pipe update shows that its G12C candidate being shutdown due to safety concerns. Recall that durability &/or safety of G12C Tx remain concern across the board: e.g. $AMGN $MRTX Combo approaches in pursuit of durability may trigger safety risk:" [X Link](https://x.com/PersimmonTI/status/1289610264065609728) 2020-08-01T17:13Z [----] followers, [--] engagements "$ARYBU -- $CERE Perceptive's second SPAC of the year now has a target: Cerevel Therapeutics to trade as $CERE Interesting. But not much in the way of near term catalysts: https://seekingalpha.com/pr/17951829-cerevel-therapeutics-and-arya-sciences-acquisition-corp-ii-announce-business-combination https://seekingalpha.com/pr/17951829-cerevel-therapeutics-and-arya-sciences-acquisition-corp-ii-announce-business-combination" [X Link](https://x.com/PersimmonTI/status/1289645666478637056) 2020-08-01T19:34Z [----] followers, [--] engagements "$ARYBU $CERE - ARYA II Perceptive's 2nd SPAC (first $IMTX): Cerevel Therapeutics CNS company w/ clinical stage assets originating from $PFE in spinoff of that company's CNS pipeline. Helmed by Tony Coles MD who is perhaps most notably former CEO of Onyx pre $AMGN BO. $ARYBU -- $CERE Perceptive's second SPAC of the year now has a target: Cerevel Therapeutics to trade as $CERE Interesting. But not much in the way of near term catalysts: https://t.co/HLPonyvlbr $ARYBU -- $CERE Perceptive's second SPAC of the year now has a target: Cerevel Therapeutics to trade as $CERE Interesting. But not much" [X Link](https://x.com/PersimmonTI/status/1289650030882652161) 2020-08-01T19:51Z [----] followers, [--] engagements "$PFE $GILD Nice collaboration 👍 And Kansas strong" [X Link](https://x.com/PersimmonTI/status/1291710248135294976) 2020-08-07T12:18Z [----] followers, [--] engagements "$TWST ( $NFLX ) 🤔" [X Link](https://x.com/PersimmonTI/status/1296617122886569991) 2020-08-21T01:16Z [----] followers, [--] engagements "$MRK $BMY All Hail King Keytruda Not if Opdivo has something to say on the matter. On theme PD-L1 potentiators: IL-2 IL-12 TGF-beta and. TIGIT" [X Link](https://x.com/PersimmonTI/status/1298740750583291905) 2020-08-26T21:54Z [----] followers, [--] engagements "$MRK $BMY Keytruda and Opdivo: Potentiating PD-L1s to broaden/increase efficacy. $BMY hungry to close the gap:" [X Link](https://x.com/PersimmonTI/status/1298753920269942784) 2020-08-26T22:47Z [----] followers, [--] engagements "$ARWR $NVS $ALNY $BX With this mornings latest PRed pooled analysis of Inclisiran & on the eve of $ARWR ESC presentations on [--] cardiometabolic candidates APOC3 & ANGPTL3 A reminder that Inclisiran has [--] owners: $NVS $ALNY Blackstone. There is only [--] $ARWR" [X Link](https://x.com/PersimmonTI/status/1300145304180862979) 2020-08-30T18:56Z [----] followers, [--] engagements "$SRPT $BMRN FDA & 🧬 Tx: Amid two recent examples of disquieting regulatory action in Gene Tx space what commonalities might we draw Both w/ $BMRN & $SRPT we may have FDA changing the goalposts at each respective stage:" [X Link](https://x.com/PersimmonTI/status/1304830046478249985) 2020-09-12T17:11Z [----] followers, [--] engagements "$ARWR $MRK Continued validation of HIF-2a target in VHL associated renal cell carcinoma ccRCC generally and beyond:" [X Link](https://x.com/PersimmonTI/status/1307122664641789952) 2020-09-19T01:01Z [----] followers, [--] engagements "$ARWR $MRK If $MRK oral small molecule HIF-2a inhibitor can work this well I wonder what happens when you knockout the genes that express HIF-2a entirely 🧐" [X Link](https://x.com/PersimmonTI/status/1307122670249615365) 2020-09-19T01:01Z [----] followers, [--] engagements "$MRK Merck with the understatement of the year award for their characterization of the KEYTRUDA story:" [X Link](https://x.com/PersimmonTI/status/1307359638267006977) 2020-09-19T16:43Z [----] followers, [--] engagements "$MCD Well they had to go and do it Spicy nuggs finally bringing me back to the Golden Arches Lets see:" [X Link](https://x.com/PersimmonTI/status/1310301405249523714) 2020-09-27T19:32Z [----] followers, [--] engagements "$TRIL Skvarka's ultimate goal for TTI-621 & [---] is to challenge chemotherapy. No comment on any buyout offers but recent $PFE direct investment of $25 mil impt in that it maintains optionality -- $TRIL retains all rights to their pair of anti-CD47s: https://www.bloomberg.com/news/articles/2020-09-30/cancer-drug-bet-pays-off-for-biotech-ceo-with-3-600-stock-surge https://www.bloomberg.com/news/articles/2020-09-30/cancer-drug-bet-pays-off-for-biotech-ceo-with-3-600-stock-surge" [X Link](https://x.com/PersimmonTI/status/1311433327098974213) 2020-09-30T22:30Z [----] followers, [--] engagements "$SBPH $ADRO $MRK As candidates 🎯 STING pathway continue to develop (after numerous early clinical disappointments) notable to take a look at how the pathway may have originated: News & Views: A Nature paper finds that the cGASSTING signalling pathway which has a key role in antiviral immune responses in mammals originated as an immune-defence system that protects bacteria against viral infection. https://t.co/dVt04Ndrnf News & Views: A Nature paper finds that the cGASSTING signalling pathway which has a key role in antiviral immune responses in mammals originated as an immune-defence system" [X Link](https://x.com/PersimmonTI/status/1312776824003461120) 2020-10-04T15:29Z [----] followers, [--] engagements "$MYOK $BMY Apparently largest acquisition ever of a pre-commercial-stage biotech company Bristol to Pay $13.1 Billion for Heart-Drug Maker MyoKardia - WSJ https://t.co/x1RNg1ytr9 Apparently largest acquisition ever of a pre-commercial-stage biotech company Bristol to Pay $13.1 Billion for Heart-Drug Maker MyoKardia - WSJ https://t.co/x1RNg1ytr9" [X Link](https://x.com/PersimmonTI/status/1313075725793140736) 2020-10-05T11:17Z [----] followers, [--] engagements "$TRIL v. $ALXO; $RHHBY $MRK $MREO v. $RCUS $CGEN The question of Fc regions -- To be or not to be (active Fc). @BenSiranosian Anti-CD47 is a clear example of this question in play: $TRIL w/ active effector Fc (621 IgG1; [---] IgG4) versus $ALXO's ALX148 with inert Fc -- molecule only designed for combo therapy with a tumor antigen targeting mAb. Anti-TIGIT also: $RHHBY $MRK $MREO active $RCUS not @BenSiranosian Anti-CD47 is a clear example of this question in play: $TRIL w/ active effector Fc (621 IgG1; [---] IgG4) versus $ALXO's ALX148 with inert Fc -- molecule only designed for combo therapy" [X Link](https://x.com/PersimmonTI/status/1317976656007626752) 2020-10-18T23:51Z [----] followers, [--] engagements "$TRIL $PFE "Jeff Settleman PhD - is the Chief Scientific Officer for Oncology R&D at $PFE where he leads all oncology research from discovery to proof of concept clinical studies." Wish I knew of a couple of molecules currently in midst of PoC clinical studies" [X Link](https://x.com/PersimmonTI/status/1323390706086498310) 2020-11-02T22:25Z [----] followers, [--] engagements "$ASMB $ARWR $DRNA $ABUS $VIR $ALNY The race for a functional cure for Hep B. $ASMB disappointing mid stage readout for its combo efficacy in inducing Sustained Virologic Response (SVR):" [X Link](https://x.com/PersimmonTI/status/1325477316827426820) 2020-11-08T16:36Z [----] followers, [--] engagements "$PFE $BNTX It looks like the length of time required to reach the required number of events for first interim analysis was affected by the vaccine's sheer efficacy. Over 90% vax efficacy means nearly all of the observed COVID cases arose from the placebo/control arm" [X Link](https://x.com/PersimmonTI/status/1325780696389050369) 2020-11-09T12:42Z [----] followers, [--] engagements "$AVIR ( $PFE $BNTX) Atea may be oversold on news of vax candidate midstage success. However perhaps it was overbought previously No position" [X Link](https://x.com/PersimmonTI/status/1326185716393660416) 2020-11-10T15:31Z [----] followers, [--] engagements "$TRIL ( $ARQL - $MRK ) "Most recently Mr. Pucci served as Chief Executive Officer of the targeted therapeutics oncology company ArQule until it was acquired by Merck for $2.7 billion in January 2020." https://ir.trilliumtherapeutics.com/press-releases/press-release-details/2020/Trillium-Therapeutics-Appoints-Paolo-Pucci-to-Its-Board-of-Directors/default.aspx https://ir.trilliumtherapeutics.com/press-releases/press-release-details/2020/Trillium-Therapeutics-Appoints-Paolo-Pucci-to-Its-Board-of-Directors/default.aspx" [X Link](https://x.com/PersimmonTI/status/1327000264642080768) 2020-11-12T21:28Z [----] followers, [--] engagements "$mRNA ( $PFE $BNTX ) W/ Moderna COVID-19 vax candidate interim analysis case accrual completion PRed on 11/11 we -may- be seeing results tomorrow morning. Co. notes that IA will include substantially more than the [--] case prespecified 🎯 due [--] recent rise in infection rate:" [X Link](https://x.com/PersimmonTI/status/1327999934067568645) 2020-11-15T15:40Z [----] followers, [--] engagements "Anti-CD47 Landscape $TRIL $ALXO $IMAB $STTK $TGTX Thought it might be a good time to resurface thoughts on: $GILD $FTSV (& what could have been.) $GILD $FTSV ( $TRIL) $ Gilead was the Forty Seven victor but who was runner-up / Party B https://t.co/tAKpB0Nmjb $GILD $FTSV ( $TRIL) $ Gilead was the Forty Seven victor but who was runner-up / Party B https://t.co/tAKpB0Nmjb" [X Link](https://x.com/PersimmonTI/status/1331032071456894978) 2020-11-24T00:29Z [----] followers, [--] engagements "$TRIL $PFE The above thoughts before what we now know about $PFE however" [X Link](https://x.com/PersimmonTI/status/1331034498021068801) 2020-11-24T00:38Z [----] followers, [--] engagements "$ALXO $TRIL $ALXO [---] never designed for monoefficacy as inactive Fc so no eat signal propagated. Given that co. forwent any chance of monoefficacy they had every incentive to combo as early as possible. & those [---] combos bearing fruit notably w/ Keytruda $MRK " [X Link](https://x.com/PersimmonTI/status/1332807382691442688) 2020-11-28T22:03Z [----] followers, [--] engagements "$mRNA ( $AZN ) UK Government increases its [----] order by 40% [--] million more mRNA vaxx doses from Moderna. No coincidence perhaps with the recent $AXN / Oxford woes. . . " [X Link](https://x.com/PersimmonTI/status/1333044511627497472) 2020-11-29T13:45Z [----] followers, [--] engagements "$MRK Dragonfly Tx $AFMD ( $GTBP ) Merck getting into the NK Cell engager game via opt-in of one of Dragonflys TriNKets. $RHHBY (& Roivant) have made their NK Cell engaging play already with $AFMD ICE via the ROCK. $AFMD special sauce: unique CD16a binding site. _" [X Link](https://x.com/PersimmonTI/status/1335355526859935745) 2020-12-05T22:49Z [----] followers, [--] engagements "$ALXO Is my guess. This afternoon's low vol hijinx to close the purchaser's premium a bit. Guess that $MRK is the acquirer. $TRIL ing implications as well of course. Word reaches me of another biotech takeover involving a hot new I-O target. Stay tuned for news tomorrow. Word reaches me of another biotech takeover involving a hot new I-O target. Stay tuned for news tomorrow" [X Link](https://x.com/PersimmonTI/status/1336802033534427152) 2020-12-09T22:36Z [----] followers, [--] engagements "$MRK A2 Bio Dr. Perlmutter continues his extraordinary productivity into his closing days at Merck this time adding another preclinical collab w/ A2 a private Cell Tx player. Through-line from $MRK recent collab w/ Dragonfly for NK cell engagers Selective potency: $MRK Dragonfly TriNKET NK Cell Engagers. (compare $AFMD) Now $MRK Janux next-gen T Cell Engagers TRACTr (compare $REGN $AMGN) Shows continued interest in immune cell engagers modality: https://t.co/35VTmKfNG9 $MRK Dragonfly TriNKET NK Cell Engagers. (compare $AFMD) Now $MRK Janux next-gen T Cell Engagers TRACTr (compare $REGN $AMGN)" [X Link](https://x.com/PersimmonTI/status/1342064758355320832) 2020-12-24T11:09Z [----] followers, [--] engagements "$CYCC New CMO Dr. Kirschbaum formerly of $ARQL pre $MRK BO puts the forward case for Cyclacel boldly: Not whether candidates will be effective but how to make them Most Effective and Id say that his strategy for doing the same at $ARQL speaks. . " [X Link](https://x.com/PersimmonTI/status/1343984425374257152) 2020-12-29T18:17Z [----] followers, [--] engagements "2 CD47s Acquired May be aggressive but Ill bite: $MRK $ALXO +/- JPM21 - see venBio (Goodman/Pons) & $MRK connection (let alone $MRK / $ALXO clinical collab) $PFE $TRIL ASH21 After some [---] combo PoC in heme + solid (mBC) . . . CliffsNotes version: [--]. March-In Rights uh oh [--]. Big genomics correction [--]. Herd Immunity by Fall [--]. VRTX 3B+ deal [--]. SPACs go splat [--]. 2021s buzzword = longevity [--]. GILD BIIB INCY: two go away [--]. Euro/UK IPO boom [--]. Two CD47s acquired [--]. Bye pandemic hello climate change CliffsNotes version: [--]. March-In Rights uh oh [--]. Big genomics correction [--]. Herd Immunity by Fall" [X Link](https://x.com/PersimmonTI/status/1345097512005357568) 2021-01-01T20:00Z [----] followers, [--] engagements "$ALXO Some recent PT increases incl Cantor before a plum presentation spot at upcoming JPM. The pieces are there for potential BD/MA activity in the near term. Would have $TRIL ing implications should something come to pass. $ALXO PT raised to $103 from $64 at Cantor. $TRIL $ALXO PT raised to $103 from $64 at Cantor. $TRIL" [X Link](https://x.com/PersimmonTI/status/1346805108315721729) 2021-01-06T13:05Z [----] followers, [--] engagements "$AAPL $HYMLF ( $TSLA ) Its not $XBI but noteworthy nonetheless. Autonomous electric cars to be brought to you by Apple and Hyundai: 🍎 🚙" [X Link](https://x.com/PersimmonTI/status/1348296269056385025) 2021-01-10T15:50Z [----] followers, [--] engagements "$CRIS $ABBV / $JNJ (Thread) This article points to an intriguing mechanistic rationale for combining Ibrutinib w/ $CRIS IRAK4 inhibitor [----] for the treatment of severe COVID-19 ARDS: . . " [X Link](https://x.com/PersimmonTI/status/1350571126292959232) 2021-01-16T22:30Z [----] followers, [--] engagements "$XBI IPOs This Bloomberg piece about the relative attractiveness of Euro-biotechs going public in US bears strong similarity article last year noting the same about Canadian biotech IPOs. $TRIL $APTO $BLU $IMCR coming soon $MREO now full US " [X Link](https://x.com/PersimmonTI/status/1353470836741726210) 2021-01-24T22:32Z [----] followers, [--] engagements "TGFb; CTLA4 Pembro / Keytruda $MRK $GSK $BMY TIGIT $MREO $RHBBY $MRK [--] recent failures now in head to head I/O combo therapies vs Keytruda alone in PD-1 high NSCLC Makes the additive effects of anti-TIGIT in combo w/ PD-L1 in PD-1 high NSCLC in RCT more impressive:" [X Link](https://x.com/PersimmonTI/status/1355516888076460033) 2021-01-30T14:03Z [----] followers, [--] engagements "$CRIS VISTA checkpoint inhibitor candidate CI-8993 may see data in [----]. A $JNJ castaway due to safety concerns namely Cytokine Release Syndrome (CRS) $CRIS has already noted at IND that FDA okayed its plans to mitigate CRS. Dosing interval & priming likely. [--] share $CRIS just added a 3rd new site for CI-8993: Roswell ParkNY. Prior two SCRI started recruiting in Aug and NCCC in Oct. Starting dose at 0.15mg/kg where JNJ had already seen low grade CRS trial halted at [---]. Speculation: new site = perhaps they've managed to address CRS $CRIS just added a 3rd new site for CI-8993: Roswell ParkNY." [X Link](https://x.com/PersimmonTI/status/1355952817652039680) 2021-01-31T18:55Z [----] followers, [--] engagements "$CRIS If company has a confidentiality agreement in place with say $JNJ/Janssen it could be scooped up before AACR I think -- and that could be what Adage Capital and Feb/March call buyers are thinking. And would be a bonus for $JNJ -- they could get their VISTA back" [X Link](https://x.com/PersimmonTI/status/1356366885722451969) 2021-02-01T22:20Z [----] followers, [--] engagements "$GILD CD47 $TRIL $ALXO Magrolimab update from $GILD CC & presentation informative: We could have an anti-CD47 under review by FDA before the year is out:" [X Link](https://x.com/PersimmonTI/status/1358513341816307714) 2021-02-07T20:29Z [----] followers, [--] engagements "$TRIL $ALXO an Arch rival emerges Arch Oncology privately held PRs clinical collab with $MRK pembro in select solid tumor indications (including gastroesophegeal). Company notes promising anti-tumor activity in mono. Time for $TRIL to update the comparo slide" [X Link](https://x.com/PersimmonTI/status/1359705297309356032) 2021-02-11T03:26Z [----] followers, [--] engagements "$GILD; #CD47 $TRIL $ALXO $IMAB Gilead earnings slide deck revealing some nuggets in addition to: - oral PD-L1 still alive in clinic - another dual 🎯 TGF-b trap is discontinued $GSK $GILD anti-SIRPa progresses from PoC into clinic. SIRPa the other end of CD47" [X Link](https://x.com/PersimmonTI/status/1360609858836434945) 2021-02-13T15:20Z [----] followers, [--] engagements "$CRIS Dentzer @ Leerink [----] early data in r/r AML strikingly better than $GILD / $FTSV Magrolimab AML data at similar stage: Magro: 6/15 blast redux; [--] Responses 4948: 6/6 blast redux; [--] CRi $GILD $FTSV for $5 billion. Somewhat promotional by CEO but still. 🤔" [X Link](https://x.com/PersimmonTI/status/1365743601377021956) 2021-02-27T19:20Z [----] followers, [--] engagements "$MREO Mereo @ Leerink by the fireside Indications that $MREO TIGIT need not only be a fast follower it could be best in class. Parallels drawn to $RHHBY & $MRK TIGITs all [--] IgG1 FcR-active However only $MREO w/ biomarker evidence of ADCC of TReg in TME caused by etig" [X Link](https://x.com/PersimmonTI/status/1365781369092251652) 2021-02-27T21:50Z [----] followers, [--] engagements "$ALXO Some more thoughts this time from: $MRK $PAND and what that process may say about $MRK $ALXO Is Pons playing hardball And perhaps another $MRK offer declined recently precipitating todays plunge. $ALXO Looks like some big holders were hoping that latest PR was about something other than Tallac. And finally lost patience waiting for Godot (nee $MRK). Remain incredibly bullish on Alx Oncology. #CD47 -- it's the other white meat (ICI). Patience friends. $TRIL $ALXO Looks like some big holders were hoping that latest PR was about something other than Tallac. And finally lost patience" [X Link](https://x.com/PersimmonTI/status/1367991570398601219) 2021-03-06T00:13Z [----] followers, [--] engagements "$AMGN $FPRX To those thinking $AMGN paid [--] much: Always interesting to see tale of the acquisitional tape From [--] companies w/ ttl interest in bema collab To [--] interested in acquiring $FPRX outright ( $AMGN the last to join that group.) To $AMGN taking the cake" [X Link](https://x.com/PersimmonTI/status/1373697956797427718) 2021-03-21T18:08Z [----] followers, [--] engagements "$MREO -- $BMY Now w/ $RHBBY & $MRK leading the charge on TIGIT these early results from the old OncoMed days (again w/ Nivo) take on a (re)new(ed) significance. And could it be telling that BMY is clinically collabing with etigilimab again" [X Link](https://x.com/PersimmonTI/status/1377638465588899841) 2021-04-01T15:06Z [----] followers, [--] engagements "@A_May_MD @zen_tropy @bradloncar @sentivcapital @MaverickNY $AFMD Have heard that cryopreservation is an important component of NK Cell Tx from multiple sources now. Think that this is where NKGen (NK Max) comes in -- proprietary cryopreservation protocol/know-how for their NKs" [X Link](https://x.com/PersimmonTI/status/1382455326381838336) 2021-04-14T22:06Z [----] followers, [--] engagements "@buysidebio @Biohazard3737 $IMMU Its a good point $IMMU hefty acquisition price included the DCF potential of several land & expand indications and lines of Tx. $GILD s $FTSV may turn out similarly though much more to prove there" [X Link](https://x.com/PersimmonTI/status/1387737032819200003) 2021-04-29T11:54Z [----] followers, [--] engagements "$BMY ( $MGNX $IMMP ) Very interesting. LAG-3 Blockade with Relatlimab (BMS-986016) Restores Anti-Leukemic Responses in Chronic Lymphocytic Leukemia https://t.co/IJKcAGsAhg LAG-3 Blockade with Relatlimab (BMS-986016) Restores Anti-Leukemic Responses in Chronic Lymphocytic Leukemia https://t.co/IJKcAGsAhg" [X Link](https://x.com/PersimmonTI/status/1389745157575217153) 2021-05-05T00:54Z [----] followers, [--] engagements "@BioRampCapital @Pharmdca $AKAO Not sure that there was anything that Achaogen mgmt could have done to change the outcome the fault if any lay in the competitiveness of their drug in the indication of UTI even on full FDA success (which it wasnt)" [X Link](https://x.com/PersimmonTI/status/1391439314173767683) 2021-05-09T17:05Z [----] followers, [--] engagements "$AFMD Think the real question may be: Does $RHHBY allow anyone else to buy $AFMD. Because others pretty clearly desirous: $PFE $AMGN $MRK $BMY $MRK & $BMY both deals w/ Dragonfly but still" [X Link](https://x.com/PersimmonTI/status/1391506056396869635) 2021-05-09T21:31Z [----] followers, [--] engagements "A tangle of TIGIT $MREO will be silent no more One thing for sure it was never Fc silent. What say you $PFE $LLY $SNY $BMY $GILD" [X Link](https://x.com/PersimmonTI/status/1404405144297607177) 2021-06-14T11:47Z [----] followers, [--] engagements "$XBI M&A $MRK $GSK Im going dark horse and saying that $PFE is buying first. Vaccine cash to burn and plenty of need areas to bolster the pipeline. $XBI M&A Who makes the first move $XBI M&A Who makes the first move" [X Link](https://x.com/PersimmonTI/status/1409698988450668547) 2021-06-29T02:23Z [----] followers, [--] engagements "$IBM $XBI IBM Watson has finally achieved its truest form a culturally appropriate vaccine chatbot:" [X Link](https://x.com/PersimmonTI/status/1411500376927444996) 2021-07-04T01:41Z [----] followers, [--] engagements "$BIIB $BIIB Biogen stock falls after FDA calls for federal investigation into Alzheimer's drug approval https://t.co/1p1EG4OKZT $BIIB Biogen stock falls after FDA calls for federal investigation into Alzheimer's drug approval https://t.co/1p1EG4OKZT" [X Link](https://x.com/PersimmonTI/status/1413618981093744645) 2021-07-09T22:00Z [----] followers, [--] engagements "$NFLX Has anyone heard of The Queens Gambit" [X Link](https://x.com/PersimmonTI/status/1422171543795380226) 2021-08-02T12:24Z [----] followers, [--] engagements "$MRK $ARWR $RCUS And we have our first FDA approved HIF-2a inhibitor belzutifan is now WELIREG. And the approval comes early and broader than expected pan VHL not just RCC: " [X Link](https://x.com/PersimmonTI/status/1426576737253609483) 2021-08-14T16:09Z [----] followers, [--] engagements "$MRK $RTVA @ArtivaBio Have wondered for a while now about Artivas initial April IPO filing having seemingly been tabled With partnership with Merck already could we have another: Bayer AG $BAYZF buys Vividion situation going on" [X Link](https://x.com/PersimmonTI/status/1426901286537019394) 2021-08-15T13:39Z [----] followers, [--] engagements "TIGIT $CGEN & $AZN ( $BMY $AGEN) Another TIGIT bispecific of unknown second target enters the clinic this time $AZN using $CGEN [---]. $BMY w/ huge upfront for $AGEN TiGIT bispecific. This deal was for a rel. paltry 10mm. So many molecules/approaches interweaving" [X Link](https://x.com/PersimmonTI/status/1429142614532632580) 2021-08-21T18:05Z [----] followers, [--] engagements "$TRIL $ALXO Would argue that 👇 is still a fair comparison of anti-CD47 merits of 621/622 and ALX148. As to $ALXO current mcap of $3 bills arguably deserved given lead in proving itself out in solid tumor indications in combo by design. $GILD paid $4.9 bil for $FTSV $TRIL $ALXO -- A Fair Comparison $TRIL & $ALXO have chosen [--] very different paths to CD47 inhibition & how we evaluate: - TTI-622/ (621 to come) - ALX148 Early progress ought be shaped by these respective molecular visions -- the "goalpost" of their own devise. $TRIL $ALXO -- A Fair Comparison $TRIL & $ALXO have chosen [--] very" [X Link](https://x.com/PersimmonTI/status/1431688984867090432) 2021-08-28T18:43Z [----] followers, [--] engagements "$XBI M&A $MRK $PFE $BMY $MRK comes away as the clear favorite to make the next acquisition. More thoughts on $MRK business development to follow. " [X Link](https://x.com/PersimmonTI/status/1431994700177739778) 2021-08-29T14:58Z [----] followers, [--] engagements "$MRK -- CD47 It seems as clear as day that Merck will make a move for a CD47 asset in the near to intermediate future. Too much potential to expand into new area of checkpoint inhibition to ignore. Could go either public or private. My guess: Public: $ALXO Private: Arch $MRK M&A Convinced Merck will make a buy(s) & likely soon. Arch-rival $BMY been having a great year w/ OPDIVO on the rise. Meanwhile $PFE is ebullient in cash and clearly hungry see $TRIL. From $MRK CEO - BO of any size possible but NO $BMY / $CELG style merger: https://t.co/vPwQhJ42NB $MRK M&A Convinced Merck will make a" [X Link](https://x.com/PersimmonTI/status/1432450927802335234) 2021-08-30T21:11Z [----] followers, [--] engagements "$ZYME About that rumored takeover approach $BGNE $MRK $ZYME Takeover Approach would seem to indicate unsolicited/hostile. Mgmt may not want to 1) sell at all or 2) sell at the proffered $$ leaking the news to StreetInsider either to: Poison pill out of bidders price range or Willing to deal at the right price: https://t.co/X3iDaVnSwM $ZYME Takeover Approach would seem to indicate unsolicited/hostile. Mgmt may not want to 1) sell at all or 2) sell at the proffered $$ leaking the news to StreetInsider either to: Poison pill out of bidders price range or Willing to deal at the right price:" [X Link](https://x.com/PersimmonTI/status/1437216365853745158) 2021-09-13T00:47Z [----] followers, [--] engagements "$MRK $XLRN when If $AUPH to go first they better get a move on $XBI which is the next biotech buyout If other list as reply. $XBI which is the next biotech buyout If other list as reply" [X Link](https://x.com/PersimmonTI/status/1442608125035438082) 2021-09-27T21:52Z [----] followers, [--] engagements "$PIRS If $MRK acquires $XLRN w/ $BMY jilted but remaining partner Speaks to $PIRS potential as BO target whether by existing partner or not. What should be understood $PIRS retains substantial economics on all partnered candidates. And their best could be wholly owned. $pirs with $mrk plucking away $xlrn partner $bmy will $azn with multiple respiratory programs with one in ph2a currently let a Genentech/Roche walk in and take company Ph2a AZD1402 first dose in March 👀 $pirs with $mrk plucking away $xlrn partner $bmy will $azn with multiple respiratory programs with one in ph2a currently let" [X Link](https://x.com/PersimmonTI/status/1442645513891991559) 2021-09-28T00:21Z [----] followers, [--] engagements "A $MRK buys $XLRN for $13 billion PR tomorrow morning would be nice right about now" [X Link](https://x.com/PersimmonTI/status/1442960407338029058) 2021-09-28T21:12Z [----] followers, [--] engagements "$CRVS Open market buy by Venrock on 9/20/21. So that makes the following open market buys/adds from biotech/specialist funds since COAST: - EcoR1 - Tang Capital - Venrock Yesterday and today's action looks like a big sell from a 'tute but probably a generalist fund" [X Link](https://x.com/PersimmonTI/status/1443694327583154178) 2021-09-30T21:48Z [----] followers, [--] engagements "$CRVS When a huge red candle can be a good thing Large tranche of 1.45mm shares sold w/ no change to share price. Likely CEO Miller using Jefferies ATM. Which tute wanted in now Lets wait & see. - EcoR1 - Tang - Venrock - When everyones loaded up then what" [X Link](https://x.com/PersimmonTI/status/1444086629497544705) 2021-10-01T23:47Z [----] followers, [--] engagements "$XENE Xenon strength post relatively huge secondary ($287.5mm w/ market cap of $642mm) is telling" [X Link](https://x.com/PersimmonTI/status/1445174255113678854) 2021-10-04T23:49Z [----] followers, [--] engagements "$AUPH $GSK Coast clear for $GSK making play [--] $AUPH & LUPKYNIS even w/ Benlysta because $GSK has already voluntarily disclaimed all patent rights covering Benlysta. A bit complicated but savvy by $GSK as it voided royalty $$ originally due [--] $BIIB & sets up [--] $AUPH BO: $AUPH $GSK Theres been question of viability of $GSK acquiring $AUPH given the big pharmas own commercial Tx for lupus Benlysta Evenings rumor re: $GSK serious interest in $AUPH instructive that co. doesnt feel antitrust/monopoly of lupus is concern but why not https://t.co/1FJkBl6GsN $AUPH $GSK Theres been question of" [X Link](https://x.com/PersimmonTI/status/1454614448375836674) 2021-10-31T01:01Z [----] followers, [--] engagements "$BMY buying itself: $BMY Announces Dividend Increase and Additional $15 Billion Share Repurchase Authorization $BMY Announces Dividend Increase and Additional $15 Billion Share Repurchase Authorization" [X Link](https://x.com/PersimmonTI/status/1470364537102774279) 2021-12-13T12:06Z [----] followers, [--] engagements "$LPTX DKN-01 with intriguing monotherapy activity and unlike (the still very promising TIGITs $RHHBY $MRK) it seems to be a PD-L1 combo partner that has a particularly synergistic effect in PD-L1 low potentially turning cold tumors hot. With a broadly expressed target" [X Link](https://x.com/PersimmonTI/status/1472100902999887873) 2021-12-18T07:06Z [----] followers, [--] engagements "$CRDF Same tbh. $PFE growth initiative investment making me take another look. @PersimmonTI I've been pretty skeptical of Cardiff unconvinced they have yet shown any real activity but the Pfizer 15m equity investment has me wondering what I'm missing tbh. PFE team is best around. @PersimmonTI I've been pretty skeptical of Cardiff unconvinced they have yet shown any real activity but the Pfizer 15m equity investment has me wondering what I'm missing tbh. PFE team is best around" [X Link](https://x.com/PersimmonTI/status/1472714583366373377) 2021-12-19T23:44Z [----] followers, [--] engagements "$SNY Amunix $HARP $JANX $AFMD ICE Another preclinical engager platform boasting potential safety advantage taken out for $1 billion upfront. Dragonfly in early stage ICE has received more than $800mm upfront. All make $AFMD look relatively undervalued here" [X Link](https://x.com/PersimmonTI/status/1473279690026754049) 2021-12-21T13:10Z [----] followers, [--] engagements "$NVS - $RHHBY Two houses alike in dignity with dueling visions in dry AMD with Geographic Atrophy Novartis acquiring private Gyroscope in gene therapy And Roche with licensing of $LCTX lead candidate OpRegen a cell player in fair Switzerland where we lay our scene" [X Link](https://x.com/PersimmonTI/status/1474172765749932058) 2021-12-24T00:19Z [----] followers, [--] engagements "$LLY $NVS $IVBIY $BGNE Nice article but error in the table re: tislelizumab & Tyvyt @evaluatepharma @JacobPlieth:" [X Link](https://x.com/PersimmonTI/status/1479958445285683202) 2022-01-08T23:29Z [----] followers, [--] engagements "$LPTX; $FPRX $AMGN Of course $FPRX is no more $AMGN bought them out at $1.9 billion fending off [--] other collab/BO suitors When last we left bema $AMGN picked up BTD with P3 now recruiting" [X Link](https://x.com/PersimmonTI/status/1482866252616019975) 2022-01-17T00:03Z [----] followers, [--] engagements "@Jiantkwazi @drug_smolecules @jq1234t @adar170 I think it could be cytopenia-related depending on the magnitude of the reaction. Magros priming dose meant to attenuate potential RBC-destruction/anemia so if severe anemic reaction were to have occurred on trial it could be considered unexpected. $GILD $FTSV $ALXO $TRIL" [X Link](https://x.com/PersimmonTI/status/1486158295996014596) 2022-01-26T02:05Z [----] followers, [--] engagements "$XBI M&A From $JNJ strong concordance with the below re: $PFE and valuations for BO targets. From $JNJ CC note mgmt preference for tack-on acquisitions while being open to greater. And discussion about valuation negotiation with biotech getting to an agreeable #:" [X Link](https://x.com/PersimmonTI/status/1487820780566110208) 2022-01-30T16:11Z [----] followers, [--] engagements "Proffering some less-discussed buyout contenders: $XENE epilepsy candidates w/ MDD kicker. UCB pleased to take $ZGNX off the table in a competitive process. $CLDX unique MoA against Mast start in Urticaria & potl for more. $MORF early but validated biology in UC" [X Link](https://x.com/PersimmonTI/status/1490098418550726659) 2022-02-05T23:02Z 10.2K followers, [--] engagements "$PFE on business development For meaningful contribution to bottom line by [----] Pfizer would need $XBI: - significant late stage partnerships and/or - outright acquisitions of late stage / commercial assets" [X Link](https://x.com/PersimmonTI/status/1491398956211109891) 2022-02-09T13:09Z [----] followers, [--] engagements "$CYCC ( $GILD $IMMU) Makes one look again at Cyclacel currently at negative EV: Large part of $GILD Trodelvy hope was/is HR+ HER2- BC post CDK4/6 ( $PFE Ibrance). $CYCC targeting that same patient population w/ oral Fadraciclib w/ MoA featuring CCNE rationale: . $GILD Seems Gileads been recipient of winners curse in recent acquisitions in which it was highest bidder: $FSTV - several other parties $IMMU - one other main acquisitional rival ( $BMY) W/ respect to $IMMU Q from outset was indication expansion to justify $22bil $GILD Seems Gileads been recipient of winners curse in recent" [X Link](https://x.com/PersimmonTI/status/1502710686824157186) 2022-03-12T18:18Z [----] followers, [--] engagements "$BMY Though its all Relative One small step for $BMY one giant leap for I/O kind The third checkpoint and with fixed dose regimen: " [X Link](https://x.com/PersimmonTI/status/1504950441884499970) 2022-03-18T22:38Z [----] followers, [--] engagements "$AMLX Questions & Variables Briefing Docs: My guess is FDA goes with a relatively straightforward approach asking Comm whether [----] is approvable based on a single phase [--] study CENTAUR. W/ $BIIB & Aduhelm in such recent proximity dont know that FDA can stomach the $AMLX With AdCom briefing docs coming out tomorrow an interesting week shaping up for $AMLX. Fridays move +15% was on high rel. volume hard to draw any conclusions from that. At $1.4bil MCap $AMLX risk/reward doesnt seem favorable. Many variables & questions in play. $AMLX With AdCom briefing docs coming out tomorrow an interesting" [X Link](https://x.com/PersimmonTI/status/1508099062968594433) 2022-03-27T15:10Z [----] followers, [--] engagements "$RHHBY TIGIT $RCUS $ITOS $MRK $BMY $MREO Disappointing first P3 results in ES-SCLC for Roche/Genen anti-TIGIT TIRA. The CITY Skyline could still be filled but as of yet no Skyscrapers for TIRA:" [X Link](https://x.com/PersimmonTI/status/1509116201343062024) 2022-03-30T10:31Z [----] followers, [--] engagements "$IGMS $SNY An example of calculated recoffering in biotech: $SNY/ $IGMS partnership PR yesterday with secondary cued up. And this is an interesting public offering $SNY PR co. expressed interest in up to $100mm of non-voting. Some of that language in offering $IGMS 8.7M shares offering priced at $23/share $IGMS 8.7M shares offering priced at $23/share" [X Link](https://x.com/PersimmonTI/status/1509118782140297221) 2022-03-30T10:42Z [----] followers, [--] engagements "$XBI This is potentially portentous news Carlyle to acquire Abingworth: Wow Carlyle Group buying @Abingworthbio https://t.co/fWDDYafFrh Wow Carlyle Group buying @Abingworthbio https://t.co/fWDDYafFrh" [X Link](https://x.com/PersimmonTI/status/1513499260721012739) 2022-04-11T12:48Z [----] followers, [--] engagements "$MYOV $PFE A ray of light: $MYOV Announces European Commission Approval for ORGOVYX (relugolix) for the Treatment of Advanced Hormone-Sensitive Prostate Cancer. Myovant expects to secure European commercialization partner ahead of anticipated launches. $MYOV Announces European Commission Approval for ORGOVYX (relugolix) for the Treatment of Advanced Hormone-Sensitive Prostate Cancer. Myovant expects to secure European commercialization partner ahead of anticipated launches" [X Link](https://x.com/PersimmonTI/status/1520186597517369345) 2022-04-29T23:41Z [----] followers, [--] engagements "$pfe $bhvn 79% premium" [X Link](https://x.com/PersimmonTI/status/1523981130017517569) 2022-05-10T10:59Z [----] followers, [--] engagements "$VERV Verve may have verve here. Hard to believe that its reached around $370mm EV. Think that base-editing (from $BEAM) could hold significant advantages vis a vis other gene editing tech safety/specificity and potentially durability/efficacy. First CTA in & in human" [X Link](https://x.com/PersimmonTI/status/1528358344603357187) 2022-05-22T12:53Z [----] followers, [--] engagements "$LLY $GNCA It was the best of times it was the worst of times *" [X Link](https://x.com/PersimmonTI/status/1530580099736666112) 2022-05-28T16:01Z [----] followers, [--] engagements "$XBI M&A $PFE $GSK Compliments of divestiture of joint venture in consumer health two of the more active big pharma acquirers to get more cash to fuel the fire. $16bil more for $PFE up to $175bil in firepower by year end" [X Link](https://x.com/PersimmonTI/status/1533437276763705345) 2022-06-05T13:15Z [----] followers, [--] engagements "Think that: $SURF $LPTX could be nice bolt-on blue light specials for $NVS. Each trading at around cash could add to the trend of bargain basement multiples of current SP premia a la $CMPI" [X Link](https://x.com/PersimmonTI/status/1535653518123606019) 2022-06-11T16:01Z [----] followers, [--] engagements "$HOOK $PDSB" [X Link](https://x.com/PersimmonTI/status/1536099595956244481) 2022-06-12T21:34Z [----] followers, [--] engagements "$XBI Within past [--] years Mr. Paolo Pucci served on BOD of: $ALGZF until acquisition by $BAYRY $2.9 bil $DYAX until acquisition by $SHPG $5.9 bil $ARQL until acquisition by $MRK $2.7 bil $TRIL until acquisition by $PFE $2.22 bil Mr. Pucci currently serves: $REPL $MRUS" [X Link](https://x.com/PersimmonTI/status/1538307599237791744) 2022-06-18T23:48Z [----] followers, [--] engagements "$MRK $SGEN Given the runup of $SGEN on WSJ reporting and the risk of FTC heightened scrutiny on any proposed deal if one does happen it could be a sell the news buyout:" [X Link](https://x.com/PersimmonTI/status/1541078186175434752) 2022-06-26T15:17Z [----] followers, [--] engagements "$SGEN / $MRK Wall Street Journal A couple of things that particularly caught my interest in the latest update article: - potential other suitors but none has surfaced 🧐 - depressed $XBI valuations are cited as a reason for lower M&A activity thus far this year" [X Link](https://x.com/PersimmonTI/status/1541080112073949186) 2022-06-26T15:25Z [----] followers, [--] engagements "$XBI $MRK $SGEN Per WSJ $MRK in advanced talks to buy $SGEN for roughly $40 billion or more. Deal thought to be for more than $SGEN $200/share with $MRK pushing for deal to close before next quarterly CC scheduled for 7/28" [X Link](https://x.com/PersimmonTI/status/1544917026883387392) 2022-07-07T05:31Z [----] followers, [--] engagements "$XBI #cd47 The current state of play in CD47 Tx $ALXO $PFE $BMY $STTK $GILD" [X Link](https://x.com/PersimmonTI/status/1550860419266387973) 2022-07-23T15:08Z [----] followers, [--] engagements "$MRK $SGEN $XBI Baker Brothers others should have a lot of cash to redeploy into new investments soon" [X Link](https://x.com/PersimmonTI/status/1559514737129529344) 2022-08-16T12:17Z [----] followers, [--] engagements "$XBI Think $PFE's takeout of $GBT makes each of these companies less attractive not more. $FULC $FMTX $IMRA But of the three $FMTX has the best shot imho. With the setback with $IMRA and $FULC the underdog $FMTX is setting up to becoming a serious competitor to voxelotor in sickle cell disease with early data showing a higher response rate (not head to head comparison) with pending Ph2/3 interim results expected by year-end [----] https://t.co/mr3uGTKdpc With the setback with $IMRA and $FULC the underdog $FMTX is setting up to becoming a serious competitor to voxelotor in sickle cell disease" [X Link](https://x.com/PersimmonTI/status/1564299670201180160) 2022-08-29T17:11Z [----] followers, [--] engagements "$NVO $FMTX $20/sh $1.1bil" [X Link](https://x.com/PersimmonTI/status/1565311842506899458) 2022-09-01T12:13Z [----] followers, [--] engagements "$LPTX Just to revisit the $FPRX Five Prime story -- it was survival benefit (granted RCT) that bema showed that led to $AMGN acquiring $FPRX. it is survival benefit OS that we will likely see from $LPTX DKN-01 at ESMO. & we already know that the PFS delta is positive. $XBI The Five Prime ( $FPRX ) phoenix perhaps the script for a similar reversal for similar indication for: $LPTX Both bema and DKN-01 in gastric cancer. Both leverage biomarker-based target. $XBI The Five Prime ( $FPRX ) phoenix perhaps the script for a similar reversal for similar indication for: $LPTX Both bema and DKN-01 in" [X Link](https://x.com/PersimmonTI/status/1566198999052427264) 2022-09-03T22:58Z [----] followers, [--] engagements "$MRTX v. $AMGN In the Battle at ESMO Mirati strikes back:" [X Link](https://x.com/PersimmonTI/status/1567661072722657286) 2022-09-07T23:48Z [----] followers, [--] engagements "$XBI The IL-2 book is still being written. Here some current writers:" [X Link](https://x.com/PersimmonTI/status/1569000148209917955) 2022-09-11T16:29Z [----] followers, [--] engagements "$SGEN With back to back deal PRs yesterday a bispecific GammaDelta T cell tie up with $LVTX today a rights deal with $ZLAB. Moving on from $MRK" [X Link](https://x.com/PersimmonTI/status/1574876475894923265) 2022-09-27T21:39Z [----] followers, [--] engagements "$BIIB $ESALY Got nothing but love for Biogen and Sandrock. Doesnt mean that pointing out the disfunction was wrong. But still nothing but love for this underdog story and for the patients that stand to benefit:" [X Link](https://x.com/PersimmonTI/status/1574921777075167234) 2022-09-28T00:39Z [----] followers, [--] engagements "$AFMD Hesitate to post this as I dont want to see any more crying Jordan memes for a while but oversold & under-appreciated. $MGNX just got $60mm from $GILD for a bispecific T cell engager for the CD123 target DART may hold advantages over other TCE but AFM28" [X Link](https://x.com/PersimmonTI/status/1582374024923205632) 2022-10-18T14:12Z [----] followers, [--] engagements "See $GILD as more of a fit for $AGEN suitor if any" [X Link](https://x.com/PersimmonTI/status/1591933122916290560) 2022-11-13T23:16Z [----] followers, [--] engagements "$EDIT In the aftermath of EDIT-101 BRILLIANCE mgmt says partnership. SVB Securities doesnt hold any punches on partner prospects but I think that $RHHBY is one of few logical options based on mgmt notes:" [X Link](https://x.com/PersimmonTI/status/1594049484253601792) 2022-11-19T19:26Z [----] followers, [--] engagements "$AFMD Top [--] Reasons to own Affimed: [--]. AFM13+AB101 will be a Tx w/ wide applicability in CD30+ indications. [--]. AFM24 will find its place in combo for NSCLC & other solid tumor indications. [--]. AFM28 will find way to US with opportunity for partnership. See $GILD / $MGNX. @PersimmonTI Two thoughts: Size of your position in AFMD as % of your portfolio And Top [--] reasons you own AFMD @PersimmonTI Two thoughts: Size of your position in AFMD as % of your portfolio And Top [--] reasons you own AFMD" [X Link](https://x.com/PersimmonTI/status/1596936896047087616) 2022-11-27T18:40Z [----] followers, [--] engagements "$MRTX Mirati late-breaker Oral Presentation at ESMO-IO re: Adagrasib+pembro combo:" [X Link](https://x.com/PersimmonTI/status/1597215231889272836) 2022-11-28T13:06Z [----] followers, [--] engagements "$PFE $ROIV Milquetoast praise from Pfizer as they usher/shun their TL1A asset:" [X Link](https://x.com/PersimmonTI/status/1599078835592474624) 2022-12-03T16:31Z [----] followers, [--] engagements "$SNY If $SNY is walking away $SGMO spox told me that $SNY walked away because it shifted priorities away from autologous to allogeneic projects #ASH22 $SGMO spox told me that $SNY walked away because it shifted priorities away from autologous to allogeneic projects #ASH22" [X Link](https://x.com/PersimmonTI/status/1601744527227637760) 2022-12-11T01:03Z [----] followers, [--] engagements "$XBI $AMGN $HZNP "A deal could be finalized by Monday assuming the talks with Amgen dont fall apart the people said." "A deal could be finalized by Monday assuming the talks with Amgen dont fall apart the people said."" [X Link](https://x.com/PersimmonTI/status/1602036750280425473) 2022-12-11T20:25Z [----] followers, [--] engagements "$XBI $SNY initiated the $HZNP acquisition process but $AMGN took home the trophy. Recall that $JNJ started the $GBT sweepstakes but a small startup called $PFE Pfizer stepped in So jilted suitors still interested in making moves with JPM coming soon" [X Link](https://x.com/PersimmonTI/status/1607144120866185218) 2022-12-25T22:39Z [----] followers, [----] engagements "$XBI Predictions for 2023: M&A companies likely to be acquired $MDGL (by $SNY) $VRNA (by $PFE) $REPL (by $REGN) $MRUS (by $LLY) $ASND $AGIO $RARE (by $AZN) $KRTX TIGIT $RHHBY Tira will show OS benefit in Q1" [X Link](https://x.com/PersimmonTI/status/1607421599136858116) 2022-12-26T17:02Z [----] followers, 15.1K engagements "$JNCE $GILD Gilead to pay $67mm upfront to $JNCE for remaining rights to [----] anti CCR8 candidate previously licensed to $GILD. $JNCE up 58% in AH" [X Link](https://x.com/PersimmonTI/status/1607865527573303297) 2022-12-27T22:26Z [----] followers, [----] engagements "$XBI Each fact-specific but recent examples of deeply downtrodden -ve EV $XBI taking a sharp upward turn via stochastic catalyst: $ORIC $PFE invest $HOTH IND acceptance $JNCE $GILD reup for CCR8 mAb $KALA stuff $OCUL stuff Whos next Lets burn some shorts:" [X Link](https://x.com/PersimmonTI/status/1609213052804644864) 2022-12-31T15:41Z [----] followers, [----] engagements "$REPL ( $REGN ) Interesting choice for new head of commercial:" [X Link](https://x.com/PersimmonTI/status/1610623439974301696) 2023-01-04T13:05Z [----] followers, [----] engagements "$XBI [----] the year for big pharma to sell their assets to biotech companies: Merck KGaA $PDSB $PFE $ROIV $XXX $XXX" [X Link](https://x.com/PersimmonTI/status/1612100673239224323) 2023-01-08T14:55Z [----] followers, [----] engagements "A new $DAWN Not an expert in oncology but this sounds like a big deal 😲 ORR of 64% and clinical benefit rate (CBR) of 91% in [--] heavily-pretreated RANO-evaluable patients Pediatric low-grade glioma no approved therapies for majority of patients. https://t.co/cxwYcKaOuz Not an expert in oncology but this sounds like a big deal 😲 ORR of 64% and clinical benefit rate (CBR) of 91% in [--] heavily-pretreated RANO-evaluable patients Pediatric low-grade glioma no approved therapies for majority of patients. https://t.co/cxwYcKaOuz" [X Link](https://x.com/PersimmonTI/status/1612225688769011723) 2023-01-08T23:12Z [----] followers, [----] engagements "$AZN Think that AstraZeneca should go ahead and acquire both $RARE (Ultragenyx) and $MREO (Mereo). Get $RARE promising commercial pipe that includes (almost) all of setrusumab and regain alvelestat. Plus a TIGIT mAb of its own. Make a small splash Pascal" [X Link](https://x.com/PersimmonTI/status/1612227646087389186) 2023-01-08T23:19Z [----] followers, [----] engagements "$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 $ALBO accord" [X Link](https://x.com/PersimmonTI/status/1614668694486933504) 2023-01-15T16:59Z [----] followers, [----] engagements "$AGEN Have thought that this is an interesting chart of $AGEN buying regular large tranches each day like clockwork With a series of data readouts & updates coming up $AGEN interesting here And have thought that $GILD buyout of $AGEN would make sense Unite the ODays" [X Link](https://x.com/PersimmonTI/status/1616802934418976771) 2023-01-21T14:20Z [----] followers, [----] engagements "$xbi $ABBV $JNJ Pharmacyclics Interesting account of how the mighty ibrutinib came to become IMBRUVICA. And fitting/ironic release date in the week that $BGNE BTK challenger BRUKINSA receives the next big feather in its cap: BTK inhibitors have transformed the lives of many patients with Chronic Lymphocytic Leukemia and other lymphomas. These drugs "exploded" onto the scene in 2013-2014 and have fundamentally changed the way we treat the disease. What many people don't know is how it all happened. BTK inhibitors have transformed the lives of many patients with Chronic Lymphocytic Leukemia and" [X Link](https://x.com/PersimmonTI/status/1616809708303548417) 2023-01-21T14:47Z [----] followers, [----] engagements "$MREO Going into full speculation mode here be forewarned. But think that there was truth to last years admittedly strange $AZN acquisition @ $500mm rumor. 1) $AZN would regain alvelestat w/ ambitions to expand on $ALXN rare disease success" [X Link](https://x.com/PersimmonTI/status/1617178680521891842) 2023-01-22T15:13Z [----] followers, 16.8K engagements "$XBI Catalysts $alt TIGIT Of particular interest to me Clinical / Corporate $ETNB pegozafermin ENLIVEN Topline $ALT pemvi 24W Obesity Data $ALNY ALN-APP FIH Data $ROG TIGIT 2nd OS Interim $IMGN MIRASOL Topline $KRTX EMERGENT-3 Topline $VYGR $NVS Opt-In Decision $DTIL Allo CD19 Update Clinical / Corporate $ETNB pegozafermin ENLIVEN Topline $ALT pemvi 24W Obesity Data $ALNY ALN-APP FIH Data $ROG TIGIT 2nd OS Interim $IMGN MIRASOL Topline $KRTX EMERGENT-3 Topline $VYGR $NVS Opt-In Decision $DTIL Allo CD19 Update" [X Link](https://x.com/PersimmonTI/status/1617332589253263362) 2023-01-23T01:25Z [----] followers, [----] engagements "$XBI SEC filings reveal that $AZN was willing to pay big for $CINC into the risk. $CINC bet on itself and lost (relatively speaking). Wonder what shareholders think" [X Link](https://x.com/PersimmonTI/status/1617672006526455809) 2023-01-23T23:53Z [----] followers, [----] engagements "$XBI Top potential near term M&A candidates in my opinion: $RIGL $VRNA $MIRM $MDGL $AGIO $KRTX Wildcards different price perhaps just as nice $MRTX $AUPH" [X Link](https://x.com/PersimmonTI/status/1619748631543971840) 2023-01-29T17:25Z [----] followers, 12.8K engagements "$XBI the #TIGIT landscape $RHHBY $MRK $RCUS / $GILD $MREO $AZN / $CGEN Innovent: h/t @StephenVLiu" [X Link](https://x.com/PersimmonTI/status/1621886557455106048) 2023-02-04T15:01Z [----] followers, [----] engagements "$AZN $CGEN #tigit $GILD / $RCUS $BMY $MREO Astra will put TIGIT/PD-1 bispecific licensed from $CGEN into P3 presumably after seeing activity in open label monoTx P2. Separately $AZN PD-1 Imfinzi in P3 w/ $RCUS / $GILD TIGIT mAb domvanalimab" [X Link](https://x.com/PersimmonTI/status/1624775590065717249) 2023-02-12T14:21Z [----] followers, [----] engagements "$JNJ New R&D priorities with ReeD and $ARWR and $FATE are two big castaways: " [X Link](https://x.com/PersimmonTI/status/1627541836121182208) 2023-02-20T05:33Z [----] followers, [----] engagements "$RHHBY #tigit ( $rcus / $gild $itos $azn / $cgen $bmy / $agen) A reminder that if we dont hear from $RHHBY about tiragolumab interim analysis next week it goes to the finish with full OS analysis at trial conclusion" [X Link](https://x.com/PersimmonTI/status/1629589974923325440) 2023-02-25T21:11Z [----] followers, [----] engagements "$MREO $AZN The @walshdominic rumors could have been true. And the ballyhooed $MREO mgmt quiet period (& the reason that Rubric called off the proxy dogs) could stem from same reason: $AZN & $MREO have been in protracted negotiations for buyout contingent on Alvel & FDA" [X Link](https://x.com/PersimmonTI/status/1632416473078439943) 2023-03-05T16:23Z [----] followers, [----] engagements "$MREO $AZN Finally note that AstraZeneca is hiring while others are firing. And $AZN sights are set on a new R&D center for rare diseases in Canada building on success w/ $ALXN acquisition. Seems like a nice place from which to tackle $AZN next rare disease ind AATD:" [X Link](https://x.com/PersimmonTI/status/1632416478585561093) 2023-03-05T16:23Z [----] followers, [----] engagements "$XBI $SIVB One gets an idea of why no one likes Vivek. In tone deaf tweet about $SIVB & VC backed startups milking money tweet thread continues w/ tweet attempting to milk some money from his [--] supporters for pres bid. & how much $$ did Axovant ne $SIOX milk Starting to hear tech folks make the argument that we need to bail out @SVB_Financial to save a bunch of VC-backed startups. Sorry guys thats not how capitalism works. A small number of people milked $$ during the go-go years. They shouldnt get bailed out when times go bad. Starting to hear tech folks make the argument that we need to" [X Link](https://x.com/PersimmonTI/status/1634705088806637568) 2023-03-11T23:57Z [----] followers, [----] engagements "$PRVB acquired by $SNY $25 per share; $2.9 billion" [X Link](https://x.com/PersimmonTI/status/1635228199302098945) 2023-03-13T10:35Z [----] followers, [----] engagements "$Sny $PRVB Remember that right of first negotiation that $SNY had $PRVB $SNY With Teplizumab approval we now see how things play out with the noteworthy copromotion & right of first license with $SNY. A lot of moving pieces and with respect to the right of first license take a look and its basically a right of first buyout too: https://t.co/UA3Ftb67ng $PRVB $SNY With Teplizumab approval we now see how things play out with the noteworthy copromotion & right of first license with $SNY. A lot of moving pieces and with respect to the right of first license take a look and its basically a right of" [X Link](https://x.com/PersimmonTI/status/1635229124322263040) 2023-03-13T10:39Z [----] followers, [----] engagements "$XBI Has anyone had less success with concentrated positions &/or unsolicited bids than Kevin Tang $HRTX $CRVS $APVO Well maybe $JNCE is the lucky charm" [X Link](https://x.com/PersimmonTI/status/1636073560438366208) 2023-03-15T18:35Z [----] followers, [----] engagements "$SGEN $PFE Kudos to Baker Brothers (especially if the deal passes FTC muster) for their steadfast conviction and assistance to $SGEN through thick and thin. Long-term investing is not dead in biotech. And Bakers certainly should some more capital to deploy to $XBI soon Baker Brothers $1B - $9B (in [--] yrs) in SGEN exit https://t.co/e0c63pOUJE Baker Brothers $1B - $9B (in [--] yrs) in SGEN exit https://t.co/e0c63pOUJE" [X Link](https://x.com/PersimmonTI/status/1637484886905827328) 2023-03-19T16:03Z [----] followers, [----] engagements "$XBI Microbiome Immunotherapy is tough. $EVLO $KLDO $LBPS" [X Link](https://x.com/PersimmonTI/status/1642226374151749637) 2023-04-01T18:04Z [----] followers, [----] engagements "$SRPT With P3 results expected by December for a geneTx whose only placebo controlled ct results to date failed the primary endpoint regardless of what happens w/ FDA later this month has any of the $SRPT overhang actually been removed" [X Link](https://x.com/PersimmonTI/status/1657396333693612033) 2023-05-13T14:44Z [----] followers, 19.1K engagements "$XBI $AMGN $HZNP Again a lot of single asset acquisitions perhaps this is the way in an uncertain deals/FTC scrutiny environment $XBI In the latest acquisitions single asset companies feature prominently: $CTIC $ISEE $BLU $PRVB Diversified pipelines are great but one asset often speaks loudest: https://t.co/I0Kq82ldkt $XBI In the latest acquisitions single asset companies feature prominently: $CTIC $ISEE $BLU $PRVB Diversified pipelines are great but one asset often speaks loudest: https://t.co/I0Kq82ldkt" [X Link](https://x.com/PersimmonTI/status/1658439719783464960) 2023-05-16T11:50Z [----] followers, [----] engagements "$XBI Another possible read on FTC and $AMGN X $HZNP is that it could make late/stage pre-commercial biotech more attractive The FTCs argument is that Amgen can use leverage it has with insurers and PBMs through its other products to strengthen its position for Tepezza. The same logic could apply for any large Pharma acquiring any smaller company. Thats dangerously broad and also misguided. The FTCs argument is that Amgen can use leverage it has with insurers and PBMs through its other products to strengthen its position for Tepezza. The same logic could apply for any large Pharma acquiring" [X Link](https://x.com/PersimmonTI/status/1658537411264106496) 2023-05-16T18:18Z [----] followers, [----] engagements "$XBI Seems like FTC has a pretty $AMGN-specific argument against $HZNP merger. Past business practices could foreshadow future anticompetitive bundling/entrenchment against new Tx substantially entering the market. Arguably a silver lining" [X Link](https://x.com/PersimmonTI/status/1658806196915040301) 2023-05-17T12:06Z [----] followers, [--] engagements "$SRPT Catalent *still* hasn't finalized its quarterly results says it won't have them today (when it said it was going to) and will provide a "business update" instead: https://t.co/wYSWcCiYPp Catalent *still* hasn't finalized its quarterly results says it won't have them today (when it said it was going to) and will provide a "business update" instead: https://t.co/wYSWcCiYPp" [X Link](https://x.com/PersimmonTI/status/1659521512460759042) 2023-05-19T11:28Z [----] followers, [----] engagements "$GILD $RCUS Interesting PR that I had wanted to get back to $GILD and $RCUS Expand Partnership to Include Research Programs in Inflammation. Gilead to Have Early Option to Exclusively License Drug Candidates Arcus to receive an upfront payment of $35M $GILD and $RCUS Expand Partnership to Include Research Programs in Inflammation. Gilead to Have Early Option to Exclusively License Drug Candidates Arcus to receive an upfront payment of $35M" [X Link](https://x.com/PersimmonTI/status/1660307301356429314) 2023-05-21T15:31Z [----] followers, [----] engagements "@buysidebio $IMAB and $LPTX also have bispecific Claudin18.2s with 4-1BB and CD137 partner arms respectively. Though the latter is preclinical" [X Link](https://x.com/PersimmonTI/status/1662064463489519618) 2023-05-26T11:53Z 10.2K followers, [----] engagements "@JacobPlieth $GILD Yeah comparing to Trodelvy looks like the DAR is similar Trodelvy is [---]. In general Keluns composition is variations on Trodelvy theme. Payload is belotecan based as opposed to Tros irinotecan but similar MoA. Biggest difference seems linker/conjugation" [X Link](https://x.com/PersimmonTI/status/1665373806809038851) 2023-06-04T15:03Z [----] followers, [--] engagements "$MDGL $VKTX $LLY $NOVO Met w/ PCP friend other day the physicians practice is booming from Wegovy scripts alone. Wonder what effect those patients sometimes dramatic weight-loss on therapy may have on future NASH commercial prospects. Lose the weight stop the NASH @Biohazard3737 @ag76_biotech I wonder what effect if any GLP1 coverage/reimbursement has on NASH candidates. @Biohazard3737 @ag76_biotech I wonder what effect if any GLP1 coverage/reimbursement has on NASH candidates" [X Link](https://x.com/PersimmonTI/status/1665379606684114945) 2023-06-04T15:26Z [----] followers, [----] engagements "$XBI $BIIB Perhaps lost in the tawdry reporting re: Susan Langer real story seems to be that Biogen board moves could lead the way to alignment on large/transformative acquisitions:" [X Link](https://x.com/PersimmonTI/status/1670437788188127232) 2023-06-18T14:26Z [----] followers, [--] engagements "$AGLE $SURF Two zombies with exits of sorts divergent terms indicative of what difference having well-connected insiders can make" [X Link](https://x.com/PersimmonTI/status/1672615498373124098) 2023-06-24T14:41Z [----] followers, [----] engagements "@StephenVLiu @JTOonline It seems like recent incremental data support the hypothesis that anti-CD73s are most efficacious when paired w/ pd-(l)1 in patients who have particularly high CD73 expression and/or adenosine signature $IMAB at ASCO $ORIC still nee data but targeting MM b/c adensosine" [X Link](https://x.com/PersimmonTI/status/1672978752060399616) 2023-06-25T14:43Z 10.2K followers, [---] engagements "$ORIC Correction [---] update in q1 2024" [X Link](https://x.com/PersimmonTI/status/1673749437917569038) 2023-06-27T17:45Z [----] followers, [----] engagements "$ORIC Though updates from $PFE candidate with same target should continue to presage 944s promise" [X Link](https://x.com/PersimmonTI/status/1673757992204881920) 2023-06-27T18:19Z [----] followers, [---] engagements "$CRIS While it is a positive that the clinical hold has been lifted and that at 300mg as opposed to 200mg the overhang for $CRIS will always be management who claims potential cornerstone potential in AML when closer analysis ought reveal rather muted expectations" [X Link](https://x.com/PersimmonTI/status/1678034806326583297) 2023-07-09T17:21Z [----] followers, [----] engagements "$MREO $RARE On Setrusumab The key question is Setrusumabs potential efficacy in OI on the Phase [--] endpoint of annualized fracture rate. It has been correctly pointed out by many that the class of Tx of which Setrusumab is part anti-Sclerostin is already known to increase bone mineral density (BMD) but What about reducing fractures There is less clarity on this question and at the outset we must admit that we will not know until we know let ORBIT and COSMIC run their course. However from what I can surmise from all available information I believe the probability that Setrusumab achieves P3" [X Link](https://x.com/PersimmonTI/status/1678159479743840256) 2023-07-09T21:49Z [----] followers, 13.6K engagements "$MREO $RARE Setrusumab the better bisphosphonate. While bisphosphonate is antiresorptive meaning that what bone is there is preserved (and breakdown is prevented) Setrusumab not only preserves bone but it also promotes new bone production by inhibiting Sclerostin a" [X Link](https://x.com/PersimmonTI/status/1678159486639300609) 2023-07-09T21:49Z [----] followers, [--] engagements "$XBI On Strategic Alternatives $NLTX With recent bleakness it stands to reason that the number of $XBI companies left looking for strategic alternatives or (reverse) merger have been elevated. In more bullish times some of these would have been able to keep the lights on acquire another asset to keep things going But outcomes have been disparate Though the reasons for such divergent outcomes are manifold Id posit that these scenarios act as a Rorschach test for $XBI management more than most. Management doesnt usually change their stripes and save some external factor the decisions that are" [X Link](https://x.com/PersimmonTI/status/1680205309208326150) 2023-07-15T13:18Z [----] followers, [----] engagements "$XBI A nice Friday afternoon PR $GILD Cd-47 $imab $alxo $tril https://t.co/n5vM9HDN3C Cd-47 $imab $alxo $tril https://t.co/n5vM9HDN3C" [X Link](https://x.com/PersimmonTI/status/1682502966190776321) 2023-07-21T21:29Z [----] followers, [----] engagements "$TGTX Orthogonal but the $JNJ example of subcutaneous formulation of anti-CD38 monoclonal antibody Darzalex leading to conversion and greater sales versus original IV administration could play out with $RHHBY Ocrevus" [X Link](https://x.com/PersimmonTI/status/1682804732753059840) 2023-07-22T17:28Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PersimmonTI Persimmon Tree Investments
Persimmon Tree Investments posts on X about $xbi, $pfe, $mrk, $cytk the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +56%
- [--] Month [-------] -23%
- [--] Months [----------] +741%
- [--] Year [----------] +1,125%
Mentions: [--] #
- [--] Month [---] -23%
- [--] Months [-----] +23%
- [--] Year [-----] +228%
Followers: [------] #
- [--] Week [------] +0.20%
- [--] Month [------] +0.86%
- [--] Months [------] +12%
- [--] Year [------] +23%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance cryptocurrencies currencies technology brands countries social networks celebrities travel destinations us election
Social topic influence $xbi #3, $pfe #230, $mrk #55, $cytk #8, $lly #101, $bbio #3, $bmy, $nvo #222, $nvs, $mreo
Top accounts mentioned or mentioned by @persimmonti @amaymd @biohazard3737 @natrevdrugdisc @adamfeuerstein @nature @biotechch @jfais20 @sportsbios @pcmbio @biopharmadive @jacobplieth @duedoctor @naturebiotech @biopharmiq @joserestonva @wsj @fiercepharma @fakepharmabro @naturemedicine
Top assets mentioned Pfizer, Inc. (PFE) Merck & Co., Inc. (MRK) Cytokinetics Inc. (CYTK) Eli Lilly and Company (LLY) BridgeBio Pharma, Inc. Common Stock (BBIO) Bristol-Myers Squibb Co (BMY) Novo-Nordisk (NVO) Novartis AG (NVS) Viking Therapeutics, Inc (VKTX) Gilead Sciences, Inc. (GILD) AstraZeneca PLC (AZN) Merus N.V. Common Shares (MRUS) Janux Therapeutics, Inc. (JANX) Abivax SA (ABVX) Johnson & Johnson (JNJ) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Akropolis (AKRO) Amgen, Inc. (AMGN) Metsera, Inc. (MTSR) Synthetify (SNY) AbbVie Inc (ABBV) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Scholar Rock Holding Corporation Common Stock (SRRK) Sarepta Therapeutics, Inc. (SRPT) ALX Oncology Holdings Inc (ALXO) Immunovant, Inc. Common Stock (IMVT) Immunogen Inc (IMGN) Structure Therapeutics Inc. (GPCR) Arrowhead Research Corporation (ARWR) Summit Therapeutics Inc. Common Stock (SMMT) Kymera Therapeutics, Inc. (KYMR) Alnylam Pharmaceuticals, Inc. (ALNY) uniQure N.V. (QURE) Seagen Inc (SGEN) SuperRare (RARE) Soleno Therapeutics, Inc. Common Stock (SLNO) Arcus Biosciences, Inc. (RCUS) Revolution Medicines, Inc. (RVMD) Regeneron Pharmaceuticals Inc (REGN) GSK plc (GSK) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Edgewise Therapeutics, Inc. (EWTX) Avidity Biosciences, Inc. (RNA) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Mirati Therapeutics, Inc. Common Stock (MRTX) Vir Biotechnology, Inc. Common Stock (VIR) Cidara Therapeutics, Inc. (CDTX) Roivant Sciences Ltd. Common Shares (ROIV) Oric Pharmaceuticals, Inc. (ORIC) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Vertex Protocol (VRTX) Insmed, Inc. (INSM) Apellis Pharmaceuticals, Inc. Common Stock (APLS) BioMarin Pharmaceutical, Inc. (BMRN) Cere Network (CERE) Moderna Inc (MRNA)
Top Social Posts
Top posts by engagements in the last [--] hours
"$sgmo Still long-term bullish on CRISPR/Cas9 but. Lets go Back to the Future with good ol zinc finger nuclease gene editing technology. Already in vivo. ZFN is the DOS to CRISPRs Windows. Far less flashy and in some ways more limited but far more stable. $crispr #CRISPR ex vivo cell therapy is the low-hanging fruit The big question is in vivo gene editing. 510yrs would be super-duper optimistic on that front A reminder it took RNAi 20yrs from Mello/Fire paper https://t.co/rMx6xKxldO #CRISPR ex vivo cell therapy is the low-hanging fruit The big question is in vivo gene editing. 510yrs would be"
X Link 2018-08-24T19:43Z [----] followers, [--] engagements
"$gern Geron to provide an update on #imetelstat collaboration with Janssen/ $jnj tomorrow (9/27) at 8:00 am est. Clear eyes full hearts cant lose"
X Link 2018-09-27T01:38Z [----] followers, [--] engagements
"$VKTX Q4 Earnings Call On VK2809 5mg cohort expansion:"
X Link 2019-03-13T22:31Z [----] followers, [--] engagements
"$VKTX Q4 Earnings Call VK2809 Safety & GLP Toxicity Studies:"
X Link 2019-03-13T22:46Z [----] followers, [--] engagements
"$VKTX Q4 Earnings Call VK2809 for NASH the clinical path forward:"
X Link 2019-03-13T23:32Z [----] followers, [--] engagements
"Thus far nothing has happened to dissuade me from this belief: $SRPT $QURE $SRPT $QURE IMO the two most promising AAV vectors in the gene therapy space: $SRPT - AAVrh74 $QURE - AAV5 $SRPT $QURE IMO the two most promising AAV vectors in the gene therapy space: $SRPT - AAVrh74 $QURE - AAV5"
X Link 2019-07-08T01:40Z [----] followers, [--] engagements
"Hemophilia GTx Summary: $SGMO $PFE $BMRN $QURE $ONCE $RHHBY"
X Link 2019-07-09T16:11Z [----] followers, [--] engagements
"$GLYC $GBT Unfortunate p3 failure for Glycomimetic & $PFE s rivipansel tho in hindsight chart may have telling us it was coming. $GBT up after hours"
X Link 2019-08-03T00:36Z [----] followers, [--] engagements
"$ARWR - For those inclined highly recommend close reading of latest earnings call transcript. ARWR is a beast & it's just getting started. CC transcript works as a good roadmap for future of the company & I daresay RNAi generally. Very long ARWR and looking to add on dips"
X Link 2019-09-04T22:33Z [----] followers, [--] engagements
"$ADAP Just the tip of the SPEAR +21.47% on robust volume"
X Link 2019-09-10T16:42Z [----] followers, [--] engagements
"$ARWR The truth about NASH Not so sure anyone knows for sure at this point but ARO-HSD looks like it has a shot at broad applicability. More info to follow on 10/18"
X Link 2019-09-11T15:32Z [----] followers, [--] engagements
"$AMRN $PFE Go it alone is a viable option imo but if buyout there just may be another company located in the Emerald Isle looking to make the deal: $PFE Generics & $AMRN Some thoughts on Pfizer Upjohn + Mylan and potential implications for $AMRN: https://t.co/zJYG1mimOn $PFE Generics & $AMRN Some thoughts on Pfizer Upjohn + Mylan and potential implications for $AMRN: https://t.co/zJYG1mimOn"
X Link 2019-11-17T12:57Z [----] followers, [--] engagements
"$MDCO $NVS $7 bil $AMRN $PFE $ARWR $$$ either way"
X Link 2019-11-23T20:36Z [----] followers, [--] engagements
"$BLUE $BMY 🧐 & one CRS-related death but at which dose"
X Link 2019-12-07T05:10Z [----] followers, [--] engagements
"$SGMO $PFE #ASH19 SB-525 looking quite good and its great that Pfizer is in charge:"
X Link 2019-12-07T18:06Z [----] followers, [--] engagements
"$SGMO Up a bit in premarket -- gives up all gains by afternoon Sangamo way undervalued here imo. The Street dislikes management perhaps but with strong ties to $PFE and increasingly $GILD SGMO is one to keep a close eye on imo. Long $SGMO"
X Link 2019-12-09T13:04Z [----] followers, [--] engagements
"$AMRN $SRPT $NVS Sarepta Novartis and the FDA. An Amarin story"
X Link 2019-12-13T00:07Z [----] followers, [--] engagements
"$AMRN $PFE $GILD $JNJ $NVS Anyone else see the resemblance"
X Link 2019-12-17T22:26Z [----] followers, [--] engagements
"$SRPT This is the importance of having GTx vertical integration. Sarepta stays in control and the manufacturing prowess is likely factored into the $1.15 billion upfront:"
X Link 2019-12-23T11:42Z [----] followers, [--] engagements
"$APLS Could be another readout/acquisition photo finish a la $mrk / $arql. Perhaps $alxn has interest Long $apls. $APLS data in January (formal guidance) potentially the week before the [----] J.P. Morgan Healthcare Conference (1/13-1/16; San Francisco) https://t.co/i3EAdL4aBQ $APLS data in January (formal guidance) potentially the week before the [----] J.P. Morgan Healthcare Conference (1/13-1/16; San Francisco) https://t.co/i3EAdL4aBQ"
X Link 2019-12-28T21:29Z [----] followers, [--] engagements
"$NKTR $THOR $SNY Will 2020s Nektar be Sweet"
X Link 2020-01-02T01:33Z [----] followers, [--] engagements
"$BMY $NKTR $XLRN On eve of #JPM20 WSJ take on path forward for post $CELG biopharma giant. Keys & hunches: - Bolstering Opdivo as against $MRK Keytruda - $NKTR 's bempeg may give nivo back its mojo. - $XLRN luspa -- co-promote now but. https://www.wsj.com/articles/bristols-merger-with-celgene-is-already-paying-dividends-ceo-11578837601mod=business_lead_pos4 https://www.wsj.com/articles/bristols-merger-with-celgene-is-already-paying-dividends-ceo-11578837601mod=business_lead_pos4"
X Link 2020-01-12T21:14Z [----] followers, [--] engagements
"$GILD $FTSV ( $TRIL) What can Gileads Q4 [----] earnings call tell us about likelihood of a Forty Seven acquisition $25 bill in the coffers - bolt on acquisition in immuno-oncology space desired - seeking potential platform tech that will complement existing cell Tx"
X Link 2020-03-01T19:48Z [----] followers, [--] engagements
"$IOVA $GILD $BMY who wants it And will KITE / JUNO patent litigation have a role to play (h/t Seeking Alphas @ A.May)"
X Link 2020-04-11T13:34Z [----] followers, [--] engagements
"$IOVA $GILD $BMY Case for $GILD acquisition of $IOVA connect the dots. CAR-T patent ruling in favor of $BMY / $JUNO leaves $GILD cell Tx aspirations deeply impaired. $IOVA TILs offer promise of new cell Tx fields [--] till. Dr. Rosenberg Key mind behind both $KITE & $IOVA:"
X Link 2020-04-12T20:17Z [----] followers, [--] engagements
"$SLNCF The Silent RNAi sympathy play /small"
X Link 2020-04-13T16:57Z [----] followers, [--] engagements
"$ARWR "ARO-HIF2 is Arrowhead's first therapeutic candidate delivered using a new extra-hepatic delivery vehicle" $MRK validates the target w/ small molecule. RNAi in ccRCC. 'nuff said. https://www.ascopost.com/issues/march-10-2020/mk-6482-shows-activity-across-all-risk-categories-in-metastatic-clear-cell-kidney-cancer/ Four renal Cancer highlight. 1) Axi/pembro continues to have OS benifit 2) biomarkers are important in papillary RCC 3) Targeting HIF in VHL RCC works having wider biological implications 4) Ipi/nivo biomarker data showing distinct patterns from PD1 monotherapy. #ASCO20"
X Link 2020-05-31T21:24Z [----] followers, [--] engagements
"@LindaMoskovits Yes $ARYBU -- will dig into it Linda. Any thoughts"
X Link 2020-06-08T16:56Z [----] followers, [--] engagements
"$PFE More cash coming in to Pfizer Final terms on $12 billion of debt raised for Upjohn/ $MYL Newco to pay $PFE Another $12 billion. for $MRK $PFE First Pfizer with $4 bill in series debt at [--] different maturities. Now Merck joins the low APR debt party. Some to refinance higher interest notes but whats the ultimate purpose of the $$$ Big Pharma on the prowl: https://t.co/l2QcT542Yh $MRK $PFE First Pfizer with $4 bill in series debt at [--] different maturities. Now Merck joins the low APR debt party. Some to refinance higher interest notes but whats the ultimate purpose of the $$$ Big Pharma on"
X Link 2020-06-18T12:06Z [----] followers, [--] engagements
"$ABBV AbbVie and the continued rise of the bispecifics First with $GMAB and today with $ALPN AbbVie evinces hunger in bispecific mAbs in different forms/indications $GMAB - immuno-oncology $ALPN - autoimmune disease"
X Link 2020-06-18T20:36Z [----] followers, [--] engagements
"$APTO $MRK $ARQL Aptose blast from the recent past Revisiting my thoughts from mid-January interesting to see how [---] has progressed since:"
X Link 2020-06-21T17:41Z [----] followers, [--] engagements
"$MREO Getting the ( $OMED ) team back together again. And the reunion tour should be something special to behold. Who better to dust off etigilimab and advance into a potentially best-in-class anti-TIGIT than the originators See highlights:"
X Link 2020-06-30T11:58Z [----] followers, [--] engagements
"$ZYME $MRK Two multispecific antibody deals in one day. $XNCR $BCEL The bispecific beat continues: https://t.co/YIOh9gVvxQ $XNCR $BCEL The bispecific beat continues: https://t.co/YIOh9gVvxQ"
X Link 2020-07-08T23:29Z [----] followers, [--] engagements
"Strong explainer thread re: SARS-CoV-2 vaccines. $AZN $PFE $MRNA $TBIO $ARCT $NVAX $VBIV etc. Many successful vax will ultimately be needed. A thread about the SARS-CoV-2 vaccines in development. There are a lot of candidate vaccines in development but we still have a long way to go. A thread about the SARS-CoV-2 vaccines in development. There are a lot of candidate vaccines in development but we still have a long way to go"
X Link 2020-07-16T04:35Z [----] followers, [--] engagements
"@BioStocks $ARYBU is Perceptive's second SPAC target yet to be announced. $ARYA was Perceptive's first which has become $IMTX. Long all tickers mentioned"
X Link 2020-07-19T17:53Z [----] followers, [--] engagements
"$ACIU Reminiscent of recent setup with $INMB and recent spike on conference-presented preliminary biomarker data that were pretty clearly telegraphed as positive"
X Link 2020-07-28T23:00Z [----] followers, [--] engagements
"#KRAS Space update $LLY pipe update shows that its G12C candidate being shutdown due to safety concerns. Recall that durability &/or safety of G12C Tx remain concern across the board: e.g. $AMGN $MRTX Combo approaches in pursuit of durability may trigger safety risk:"
X Link 2020-08-01T17:13Z [----] followers, [--] engagements
"$ARYBU -- $CERE Perceptive's second SPAC of the year now has a target: Cerevel Therapeutics to trade as $CERE Interesting. But not much in the way of near term catalysts: https://seekingalpha.com/pr/17951829-cerevel-therapeutics-and-arya-sciences-acquisition-corp-ii-announce-business-combination https://seekingalpha.com/pr/17951829-cerevel-therapeutics-and-arya-sciences-acquisition-corp-ii-announce-business-combination"
X Link 2020-08-01T19:34Z [----] followers, [--] engagements
"$ARYBU $CERE - ARYA II Perceptive's 2nd SPAC (first $IMTX): Cerevel Therapeutics CNS company w/ clinical stage assets originating from $PFE in spinoff of that company's CNS pipeline. Helmed by Tony Coles MD who is perhaps most notably former CEO of Onyx pre $AMGN BO. $ARYBU -- $CERE Perceptive's second SPAC of the year now has a target: Cerevel Therapeutics to trade as $CERE Interesting. But not much in the way of near term catalysts: https://t.co/HLPonyvlbr $ARYBU -- $CERE Perceptive's second SPAC of the year now has a target: Cerevel Therapeutics to trade as $CERE Interesting. But not much"
X Link 2020-08-01T19:51Z [----] followers, [--] engagements
"$PFE $GILD Nice collaboration 👍 And Kansas strong"
X Link 2020-08-07T12:18Z [----] followers, [--] engagements
"$TWST ( $NFLX ) 🤔"
X Link 2020-08-21T01:16Z [----] followers, [--] engagements
"$MRK $BMY All Hail King Keytruda Not if Opdivo has something to say on the matter. On theme PD-L1 potentiators: IL-2 IL-12 TGF-beta and. TIGIT"
X Link 2020-08-26T21:54Z [----] followers, [--] engagements
"$MRK $BMY Keytruda and Opdivo: Potentiating PD-L1s to broaden/increase efficacy. $BMY hungry to close the gap:"
X Link 2020-08-26T22:47Z [----] followers, [--] engagements
"$ARWR $NVS $ALNY $BX With this mornings latest PRed pooled analysis of Inclisiran & on the eve of $ARWR ESC presentations on [--] cardiometabolic candidates APOC3 & ANGPTL3 A reminder that Inclisiran has [--] owners: $NVS $ALNY Blackstone. There is only [--] $ARWR"
X Link 2020-08-30T18:56Z [----] followers, [--] engagements
"$SRPT $BMRN FDA & 🧬 Tx: Amid two recent examples of disquieting regulatory action in Gene Tx space what commonalities might we draw Both w/ $BMRN & $SRPT we may have FDA changing the goalposts at each respective stage:"
X Link 2020-09-12T17:11Z [----] followers, [--] engagements
"$ARWR $MRK Continued validation of HIF-2a target in VHL associated renal cell carcinoma ccRCC generally and beyond:"
X Link 2020-09-19T01:01Z [----] followers, [--] engagements
"$ARWR $MRK If $MRK oral small molecule HIF-2a inhibitor can work this well I wonder what happens when you knockout the genes that express HIF-2a entirely 🧐"
X Link 2020-09-19T01:01Z [----] followers, [--] engagements
"$MRK Merck with the understatement of the year award for their characterization of the KEYTRUDA story:"
X Link 2020-09-19T16:43Z [----] followers, [--] engagements
"$MCD Well they had to go and do it Spicy nuggs finally bringing me back to the Golden Arches Lets see:"
X Link 2020-09-27T19:32Z [----] followers, [--] engagements
"$TRIL Skvarka's ultimate goal for TTI-621 & [---] is to challenge chemotherapy. No comment on any buyout offers but recent $PFE direct investment of $25 mil impt in that it maintains optionality -- $TRIL retains all rights to their pair of anti-CD47s: https://www.bloomberg.com/news/articles/2020-09-30/cancer-drug-bet-pays-off-for-biotech-ceo-with-3-600-stock-surge https://www.bloomberg.com/news/articles/2020-09-30/cancer-drug-bet-pays-off-for-biotech-ceo-with-3-600-stock-surge"
X Link 2020-09-30T22:30Z [----] followers, [--] engagements
"$SBPH $ADRO $MRK As candidates 🎯 STING pathway continue to develop (after numerous early clinical disappointments) notable to take a look at how the pathway may have originated: News & Views: A Nature paper finds that the cGASSTING signalling pathway which has a key role in antiviral immune responses in mammals originated as an immune-defence system that protects bacteria against viral infection. https://t.co/dVt04Ndrnf News & Views: A Nature paper finds that the cGASSTING signalling pathway which has a key role in antiviral immune responses in mammals originated as an immune-defence system"
X Link 2020-10-04T15:29Z [----] followers, [--] engagements
"$MYOK $BMY Apparently largest acquisition ever of a pre-commercial-stage biotech company Bristol to Pay $13.1 Billion for Heart-Drug Maker MyoKardia - WSJ https://t.co/x1RNg1ytr9 Apparently largest acquisition ever of a pre-commercial-stage biotech company Bristol to Pay $13.1 Billion for Heart-Drug Maker MyoKardia - WSJ https://t.co/x1RNg1ytr9"
X Link 2020-10-05T11:17Z [----] followers, [--] engagements
"$TRIL v. $ALXO; $RHHBY $MRK $MREO v. $RCUS $CGEN The question of Fc regions -- To be or not to be (active Fc). @BenSiranosian Anti-CD47 is a clear example of this question in play: $TRIL w/ active effector Fc (621 IgG1; [---] IgG4) versus $ALXO's ALX148 with inert Fc -- molecule only designed for combo therapy with a tumor antigen targeting mAb. Anti-TIGIT also: $RHHBY $MRK $MREO active $RCUS not @BenSiranosian Anti-CD47 is a clear example of this question in play: $TRIL w/ active effector Fc (621 IgG1; [---] IgG4) versus $ALXO's ALX148 with inert Fc -- molecule only designed for combo therapy"
X Link 2020-10-18T23:51Z [----] followers, [--] engagements
"$TRIL $PFE "Jeff Settleman PhD - is the Chief Scientific Officer for Oncology R&D at $PFE where he leads all oncology research from discovery to proof of concept clinical studies." Wish I knew of a couple of molecules currently in midst of PoC clinical studies"
X Link 2020-11-02T22:25Z [----] followers, [--] engagements
"$ASMB $ARWR $DRNA $ABUS $VIR $ALNY The race for a functional cure for Hep B. $ASMB disappointing mid stage readout for its combo efficacy in inducing Sustained Virologic Response (SVR):"
X Link 2020-11-08T16:36Z [----] followers, [--] engagements
"$PFE $BNTX It looks like the length of time required to reach the required number of events for first interim analysis was affected by the vaccine's sheer efficacy. Over 90% vax efficacy means nearly all of the observed COVID cases arose from the placebo/control arm"
X Link 2020-11-09T12:42Z [----] followers, [--] engagements
"$AVIR ( $PFE $BNTX) Atea may be oversold on news of vax candidate midstage success. However perhaps it was overbought previously No position"
X Link 2020-11-10T15:31Z [----] followers, [--] engagements
"$TRIL ( $ARQL - $MRK ) "Most recently Mr. Pucci served as Chief Executive Officer of the targeted therapeutics oncology company ArQule until it was acquired by Merck for $2.7 billion in January 2020." https://ir.trilliumtherapeutics.com/press-releases/press-release-details/2020/Trillium-Therapeutics-Appoints-Paolo-Pucci-to-Its-Board-of-Directors/default.aspx https://ir.trilliumtherapeutics.com/press-releases/press-release-details/2020/Trillium-Therapeutics-Appoints-Paolo-Pucci-to-Its-Board-of-Directors/default.aspx"
X Link 2020-11-12T21:28Z [----] followers, [--] engagements
"$mRNA ( $PFE $BNTX ) W/ Moderna COVID-19 vax candidate interim analysis case accrual completion PRed on 11/11 we -may- be seeing results tomorrow morning. Co. notes that IA will include substantially more than the [--] case prespecified 🎯 due [--] recent rise in infection rate:"
X Link 2020-11-15T15:40Z [----] followers, [--] engagements
"Anti-CD47 Landscape $TRIL $ALXO $IMAB $STTK $TGTX Thought it might be a good time to resurface thoughts on: $GILD $FTSV (& what could have been.) $GILD $FTSV ( $TRIL) $ Gilead was the Forty Seven victor but who was runner-up / Party B https://t.co/tAKpB0Nmjb $GILD $FTSV ( $TRIL) $ Gilead was the Forty Seven victor but who was runner-up / Party B https://t.co/tAKpB0Nmjb"
X Link 2020-11-24T00:29Z [----] followers, [--] engagements
"$TRIL $PFE The above thoughts before what we now know about $PFE however"
X Link 2020-11-24T00:38Z [----] followers, [--] engagements
"$ALXO $TRIL $ALXO [---] never designed for monoefficacy as inactive Fc so no eat signal propagated. Given that co. forwent any chance of monoefficacy they had every incentive to combo as early as possible. & those [---] combos bearing fruit notably w/ Keytruda $MRK "
X Link 2020-11-28T22:03Z [----] followers, [--] engagements
"$mRNA ( $AZN ) UK Government increases its [----] order by 40% [--] million more mRNA vaxx doses from Moderna. No coincidence perhaps with the recent $AXN / Oxford woes. . . "
X Link 2020-11-29T13:45Z [----] followers, [--] engagements
"$MRK Dragonfly Tx $AFMD ( $GTBP ) Merck getting into the NK Cell engager game via opt-in of one of Dragonflys TriNKets. $RHHBY (& Roivant) have made their NK Cell engaging play already with $AFMD ICE via the ROCK. $AFMD special sauce: unique CD16a binding site. _"
X Link 2020-12-05T22:49Z [----] followers, [--] engagements
"$ALXO Is my guess. This afternoon's low vol hijinx to close the purchaser's premium a bit. Guess that $MRK is the acquirer. $TRIL ing implications as well of course. Word reaches me of another biotech takeover involving a hot new I-O target. Stay tuned for news tomorrow. Word reaches me of another biotech takeover involving a hot new I-O target. Stay tuned for news tomorrow"
X Link 2020-12-09T22:36Z [----] followers, [--] engagements
"$MRK A2 Bio Dr. Perlmutter continues his extraordinary productivity into his closing days at Merck this time adding another preclinical collab w/ A2 a private Cell Tx player. Through-line from $MRK recent collab w/ Dragonfly for NK cell engagers Selective potency: $MRK Dragonfly TriNKET NK Cell Engagers. (compare $AFMD) Now $MRK Janux next-gen T Cell Engagers TRACTr (compare $REGN $AMGN) Shows continued interest in immune cell engagers modality: https://t.co/35VTmKfNG9 $MRK Dragonfly TriNKET NK Cell Engagers. (compare $AFMD) Now $MRK Janux next-gen T Cell Engagers TRACTr (compare $REGN $AMGN)"
X Link 2020-12-24T11:09Z [----] followers, [--] engagements
"$CYCC New CMO Dr. Kirschbaum formerly of $ARQL pre $MRK BO puts the forward case for Cyclacel boldly: Not whether candidates will be effective but how to make them Most Effective and Id say that his strategy for doing the same at $ARQL speaks. . "
X Link 2020-12-29T18:17Z [----] followers, [--] engagements
"2 CD47s Acquired May be aggressive but Ill bite: $MRK $ALXO +/- JPM21 - see venBio (Goodman/Pons) & $MRK connection (let alone $MRK / $ALXO clinical collab) $PFE $TRIL ASH21 After some [---] combo PoC in heme + solid (mBC) . . . CliffsNotes version: [--]. March-In Rights uh oh [--]. Big genomics correction [--]. Herd Immunity by Fall [--]. VRTX 3B+ deal [--]. SPACs go splat [--]. 2021s buzzword = longevity [--]. GILD BIIB INCY: two go away [--]. Euro/UK IPO boom [--]. Two CD47s acquired [--]. Bye pandemic hello climate change CliffsNotes version: [--]. March-In Rights uh oh [--]. Big genomics correction [--]. Herd Immunity by Fall"
X Link 2021-01-01T20:00Z [----] followers, [--] engagements
"$ALXO Some recent PT increases incl Cantor before a plum presentation spot at upcoming JPM. The pieces are there for potential BD/MA activity in the near term. Would have $TRIL ing implications should something come to pass. $ALXO PT raised to $103 from $64 at Cantor. $TRIL $ALXO PT raised to $103 from $64 at Cantor. $TRIL"
X Link 2021-01-06T13:05Z [----] followers, [--] engagements
"$AAPL $HYMLF ( $TSLA ) Its not $XBI but noteworthy nonetheless. Autonomous electric cars to be brought to you by Apple and Hyundai: 🍎 🚙"
X Link 2021-01-10T15:50Z [----] followers, [--] engagements
"$CRIS $ABBV / $JNJ (Thread) This article points to an intriguing mechanistic rationale for combining Ibrutinib w/ $CRIS IRAK4 inhibitor [----] for the treatment of severe COVID-19 ARDS: . . "
X Link 2021-01-16T22:30Z [----] followers, [--] engagements
"$XBI IPOs This Bloomberg piece about the relative attractiveness of Euro-biotechs going public in US bears strong similarity article last year noting the same about Canadian biotech IPOs. $TRIL $APTO $BLU $IMCR coming soon $MREO now full US "
X Link 2021-01-24T22:32Z [----] followers, [--] engagements
"TGFb; CTLA4 Pembro / Keytruda $MRK $GSK $BMY TIGIT $MREO $RHBBY $MRK [--] recent failures now in head to head I/O combo therapies vs Keytruda alone in PD-1 high NSCLC Makes the additive effects of anti-TIGIT in combo w/ PD-L1 in PD-1 high NSCLC in RCT more impressive:"
X Link 2021-01-30T14:03Z [----] followers, [--] engagements
"$CRIS VISTA checkpoint inhibitor candidate CI-8993 may see data in [----]. A $JNJ castaway due to safety concerns namely Cytokine Release Syndrome (CRS) $CRIS has already noted at IND that FDA okayed its plans to mitigate CRS. Dosing interval & priming likely. [--] share $CRIS just added a 3rd new site for CI-8993: Roswell ParkNY. Prior two SCRI started recruiting in Aug and NCCC in Oct. Starting dose at 0.15mg/kg where JNJ had already seen low grade CRS trial halted at [---]. Speculation: new site = perhaps they've managed to address CRS $CRIS just added a 3rd new site for CI-8993: Roswell ParkNY."
X Link 2021-01-31T18:55Z [----] followers, [--] engagements
"$CRIS If company has a confidentiality agreement in place with say $JNJ/Janssen it could be scooped up before AACR I think -- and that could be what Adage Capital and Feb/March call buyers are thinking. And would be a bonus for $JNJ -- they could get their VISTA back"
X Link 2021-02-01T22:20Z [----] followers, [--] engagements
"$GILD CD47 $TRIL $ALXO Magrolimab update from $GILD CC & presentation informative: We could have an anti-CD47 under review by FDA before the year is out:"
X Link 2021-02-07T20:29Z [----] followers, [--] engagements
"$TRIL $ALXO an Arch rival emerges Arch Oncology privately held PRs clinical collab with $MRK pembro in select solid tumor indications (including gastroesophegeal). Company notes promising anti-tumor activity in mono. Time for $TRIL to update the comparo slide"
X Link 2021-02-11T03:26Z [----] followers, [--] engagements
"$GILD; #CD47 $TRIL $ALXO $IMAB Gilead earnings slide deck revealing some nuggets in addition to: - oral PD-L1 still alive in clinic - another dual 🎯 TGF-b trap is discontinued $GSK $GILD anti-SIRPa progresses from PoC into clinic. SIRPa the other end of CD47"
X Link 2021-02-13T15:20Z [----] followers, [--] engagements
"$CRIS Dentzer @ Leerink [----] early data in r/r AML strikingly better than $GILD / $FTSV Magrolimab AML data at similar stage: Magro: 6/15 blast redux; [--] Responses 4948: 6/6 blast redux; [--] CRi $GILD $FTSV for $5 billion. Somewhat promotional by CEO but still. 🤔"
X Link 2021-02-27T19:20Z [----] followers, [--] engagements
"$MREO Mereo @ Leerink by the fireside Indications that $MREO TIGIT need not only be a fast follower it could be best in class. Parallels drawn to $RHHBY & $MRK TIGITs all [--] IgG1 FcR-active However only $MREO w/ biomarker evidence of ADCC of TReg in TME caused by etig"
X Link 2021-02-27T21:50Z [----] followers, [--] engagements
"$ALXO Some more thoughts this time from: $MRK $PAND and what that process may say about $MRK $ALXO Is Pons playing hardball And perhaps another $MRK offer declined recently precipitating todays plunge. $ALXO Looks like some big holders were hoping that latest PR was about something other than Tallac. And finally lost patience waiting for Godot (nee $MRK). Remain incredibly bullish on Alx Oncology. #CD47 -- it's the other white meat (ICI). Patience friends. $TRIL $ALXO Looks like some big holders were hoping that latest PR was about something other than Tallac. And finally lost patience"
X Link 2021-03-06T00:13Z [----] followers, [--] engagements
"$AMGN $FPRX To those thinking $AMGN paid [--] much: Always interesting to see tale of the acquisitional tape From [--] companies w/ ttl interest in bema collab To [--] interested in acquiring $FPRX outright ( $AMGN the last to join that group.) To $AMGN taking the cake"
X Link 2021-03-21T18:08Z [----] followers, [--] engagements
"$MREO -- $BMY Now w/ $RHBBY & $MRK leading the charge on TIGIT these early results from the old OncoMed days (again w/ Nivo) take on a (re)new(ed) significance. And could it be telling that BMY is clinically collabing with etigilimab again"
X Link 2021-04-01T15:06Z [----] followers, [--] engagements
"@A_May_MD @zen_tropy @bradloncar @sentivcapital @MaverickNY $AFMD Have heard that cryopreservation is an important component of NK Cell Tx from multiple sources now. Think that this is where NKGen (NK Max) comes in -- proprietary cryopreservation protocol/know-how for their NKs"
X Link 2021-04-14T22:06Z [----] followers, [--] engagements
"@buysidebio @Biohazard3737 $IMMU Its a good point $IMMU hefty acquisition price included the DCF potential of several land & expand indications and lines of Tx. $GILD s $FTSV may turn out similarly though much more to prove there"
X Link 2021-04-29T11:54Z [----] followers, [--] engagements
"$BMY ( $MGNX $IMMP ) Very interesting. LAG-3 Blockade with Relatlimab (BMS-986016) Restores Anti-Leukemic Responses in Chronic Lymphocytic Leukemia https://t.co/IJKcAGsAhg LAG-3 Blockade with Relatlimab (BMS-986016) Restores Anti-Leukemic Responses in Chronic Lymphocytic Leukemia https://t.co/IJKcAGsAhg"
X Link 2021-05-05T00:54Z [----] followers, [--] engagements
"@BioRampCapital @Pharmdca $AKAO Not sure that there was anything that Achaogen mgmt could have done to change the outcome the fault if any lay in the competitiveness of their drug in the indication of UTI even on full FDA success (which it wasnt)"
X Link 2021-05-09T17:05Z [----] followers, [--] engagements
"$AFMD Think the real question may be: Does $RHHBY allow anyone else to buy $AFMD. Because others pretty clearly desirous: $PFE $AMGN $MRK $BMY $MRK & $BMY both deals w/ Dragonfly but still"
X Link 2021-05-09T21:31Z [----] followers, [--] engagements
"A tangle of TIGIT $MREO will be silent no more One thing for sure it was never Fc silent. What say you $PFE $LLY $SNY $BMY $GILD"
X Link 2021-06-14T11:47Z [----] followers, [--] engagements
"$XBI M&A $MRK $GSK Im going dark horse and saying that $PFE is buying first. Vaccine cash to burn and plenty of need areas to bolster the pipeline. $XBI M&A Who makes the first move $XBI M&A Who makes the first move"
X Link 2021-06-29T02:23Z [----] followers, [--] engagements
"$IBM $XBI IBM Watson has finally achieved its truest form a culturally appropriate vaccine chatbot:"
X Link 2021-07-04T01:41Z [----] followers, [--] engagements
"$BIIB $BIIB Biogen stock falls after FDA calls for federal investigation into Alzheimer's drug approval https://t.co/1p1EG4OKZT $BIIB Biogen stock falls after FDA calls for federal investigation into Alzheimer's drug approval https://t.co/1p1EG4OKZT"
X Link 2021-07-09T22:00Z [----] followers, [--] engagements
"$NFLX Has anyone heard of The Queens Gambit"
X Link 2021-08-02T12:24Z [----] followers, [--] engagements
"$MRK $ARWR $RCUS And we have our first FDA approved HIF-2a inhibitor belzutifan is now WELIREG. And the approval comes early and broader than expected pan VHL not just RCC: "
X Link 2021-08-14T16:09Z [----] followers, [--] engagements
"$MRK $RTVA @ArtivaBio Have wondered for a while now about Artivas initial April IPO filing having seemingly been tabled With partnership with Merck already could we have another: Bayer AG $BAYZF buys Vividion situation going on"
X Link 2021-08-15T13:39Z [----] followers, [--] engagements
"TIGIT $CGEN & $AZN ( $BMY $AGEN) Another TIGIT bispecific of unknown second target enters the clinic this time $AZN using $CGEN [---]. $BMY w/ huge upfront for $AGEN TiGIT bispecific. This deal was for a rel. paltry 10mm. So many molecules/approaches interweaving"
X Link 2021-08-21T18:05Z [----] followers, [--] engagements
"$TRIL $ALXO Would argue that 👇 is still a fair comparison of anti-CD47 merits of 621/622 and ALX148. As to $ALXO current mcap of $3 bills arguably deserved given lead in proving itself out in solid tumor indications in combo by design. $GILD paid $4.9 bil for $FTSV $TRIL $ALXO -- A Fair Comparison $TRIL & $ALXO have chosen [--] very different paths to CD47 inhibition & how we evaluate: - TTI-622/ (621 to come) - ALX148 Early progress ought be shaped by these respective molecular visions -- the "goalpost" of their own devise. $TRIL $ALXO -- A Fair Comparison $TRIL & $ALXO have chosen [--] very"
X Link 2021-08-28T18:43Z [----] followers, [--] engagements
"$XBI M&A $MRK $PFE $BMY $MRK comes away as the clear favorite to make the next acquisition. More thoughts on $MRK business development to follow. "
X Link 2021-08-29T14:58Z [----] followers, [--] engagements
"$MRK -- CD47 It seems as clear as day that Merck will make a move for a CD47 asset in the near to intermediate future. Too much potential to expand into new area of checkpoint inhibition to ignore. Could go either public or private. My guess: Public: $ALXO Private: Arch $MRK M&A Convinced Merck will make a buy(s) & likely soon. Arch-rival $BMY been having a great year w/ OPDIVO on the rise. Meanwhile $PFE is ebullient in cash and clearly hungry see $TRIL. From $MRK CEO - BO of any size possible but NO $BMY / $CELG style merger: https://t.co/vPwQhJ42NB $MRK M&A Convinced Merck will make a"
X Link 2021-08-30T21:11Z [----] followers, [--] engagements
"$ZYME About that rumored takeover approach $BGNE $MRK $ZYME Takeover Approach would seem to indicate unsolicited/hostile. Mgmt may not want to 1) sell at all or 2) sell at the proffered $$ leaking the news to StreetInsider either to: Poison pill out of bidders price range or Willing to deal at the right price: https://t.co/X3iDaVnSwM $ZYME Takeover Approach would seem to indicate unsolicited/hostile. Mgmt may not want to 1) sell at all or 2) sell at the proffered $$ leaking the news to StreetInsider either to: Poison pill out of bidders price range or Willing to deal at the right price:"
X Link 2021-09-13T00:47Z [----] followers, [--] engagements
"$MRK $XLRN when If $AUPH to go first they better get a move on $XBI which is the next biotech buyout If other list as reply. $XBI which is the next biotech buyout If other list as reply"
X Link 2021-09-27T21:52Z [----] followers, [--] engagements
"$PIRS If $MRK acquires $XLRN w/ $BMY jilted but remaining partner Speaks to $PIRS potential as BO target whether by existing partner or not. What should be understood $PIRS retains substantial economics on all partnered candidates. And their best could be wholly owned. $pirs with $mrk plucking away $xlrn partner $bmy will $azn with multiple respiratory programs with one in ph2a currently let a Genentech/Roche walk in and take company Ph2a AZD1402 first dose in March 👀 $pirs with $mrk plucking away $xlrn partner $bmy will $azn with multiple respiratory programs with one in ph2a currently let"
X Link 2021-09-28T00:21Z [----] followers, [--] engagements
"A $MRK buys $XLRN for $13 billion PR tomorrow morning would be nice right about now"
X Link 2021-09-28T21:12Z [----] followers, [--] engagements
"$CRVS Open market buy by Venrock on 9/20/21. So that makes the following open market buys/adds from biotech/specialist funds since COAST: - EcoR1 - Tang Capital - Venrock Yesterday and today's action looks like a big sell from a 'tute but probably a generalist fund"
X Link 2021-09-30T21:48Z [----] followers, [--] engagements
"$CRVS When a huge red candle can be a good thing Large tranche of 1.45mm shares sold w/ no change to share price. Likely CEO Miller using Jefferies ATM. Which tute wanted in now Lets wait & see. - EcoR1 - Tang - Venrock - When everyones loaded up then what"
X Link 2021-10-01T23:47Z [----] followers, [--] engagements
"$XENE Xenon strength post relatively huge secondary ($287.5mm w/ market cap of $642mm) is telling"
X Link 2021-10-04T23:49Z [----] followers, [--] engagements
"$AUPH $GSK Coast clear for $GSK making play [--] $AUPH & LUPKYNIS even w/ Benlysta because $GSK has already voluntarily disclaimed all patent rights covering Benlysta. A bit complicated but savvy by $GSK as it voided royalty $$ originally due [--] $BIIB & sets up [--] $AUPH BO: $AUPH $GSK Theres been question of viability of $GSK acquiring $AUPH given the big pharmas own commercial Tx for lupus Benlysta Evenings rumor re: $GSK serious interest in $AUPH instructive that co. doesnt feel antitrust/monopoly of lupus is concern but why not https://t.co/1FJkBl6GsN $AUPH $GSK Theres been question of"
X Link 2021-10-31T01:01Z [----] followers, [--] engagements
"$BMY buying itself: $BMY Announces Dividend Increase and Additional $15 Billion Share Repurchase Authorization $BMY Announces Dividend Increase and Additional $15 Billion Share Repurchase Authorization"
X Link 2021-12-13T12:06Z [----] followers, [--] engagements
"$LPTX DKN-01 with intriguing monotherapy activity and unlike (the still very promising TIGITs $RHHBY $MRK) it seems to be a PD-L1 combo partner that has a particularly synergistic effect in PD-L1 low potentially turning cold tumors hot. With a broadly expressed target"
X Link 2021-12-18T07:06Z [----] followers, [--] engagements
"$CRDF Same tbh. $PFE growth initiative investment making me take another look. @PersimmonTI I've been pretty skeptical of Cardiff unconvinced they have yet shown any real activity but the Pfizer 15m equity investment has me wondering what I'm missing tbh. PFE team is best around. @PersimmonTI I've been pretty skeptical of Cardiff unconvinced they have yet shown any real activity but the Pfizer 15m equity investment has me wondering what I'm missing tbh. PFE team is best around"
X Link 2021-12-19T23:44Z [----] followers, [--] engagements
"$SNY Amunix $HARP $JANX $AFMD ICE Another preclinical engager platform boasting potential safety advantage taken out for $1 billion upfront. Dragonfly in early stage ICE has received more than $800mm upfront. All make $AFMD look relatively undervalued here"
X Link 2021-12-21T13:10Z [----] followers, [--] engagements
"$NVS - $RHHBY Two houses alike in dignity with dueling visions in dry AMD with Geographic Atrophy Novartis acquiring private Gyroscope in gene therapy And Roche with licensing of $LCTX lead candidate OpRegen a cell player in fair Switzerland where we lay our scene"
X Link 2021-12-24T00:19Z [----] followers, [--] engagements
"$LLY $NVS $IVBIY $BGNE Nice article but error in the table re: tislelizumab & Tyvyt @evaluatepharma @JacobPlieth:"
X Link 2022-01-08T23:29Z [----] followers, [--] engagements
"$LPTX; $FPRX $AMGN Of course $FPRX is no more $AMGN bought them out at $1.9 billion fending off [--] other collab/BO suitors When last we left bema $AMGN picked up BTD with P3 now recruiting"
X Link 2022-01-17T00:03Z [----] followers, [--] engagements
"@Jiantkwazi @drug_smolecules @jq1234t @adar170 I think it could be cytopenia-related depending on the magnitude of the reaction. Magros priming dose meant to attenuate potential RBC-destruction/anemia so if severe anemic reaction were to have occurred on trial it could be considered unexpected. $GILD $FTSV $ALXO $TRIL"
X Link 2022-01-26T02:05Z [----] followers, [--] engagements
"$XBI M&A From $JNJ strong concordance with the below re: $PFE and valuations for BO targets. From $JNJ CC note mgmt preference for tack-on acquisitions while being open to greater. And discussion about valuation negotiation with biotech getting to an agreeable #:"
X Link 2022-01-30T16:11Z [----] followers, [--] engagements
"Proffering some less-discussed buyout contenders: $XENE epilepsy candidates w/ MDD kicker. UCB pleased to take $ZGNX off the table in a competitive process. $CLDX unique MoA against Mast start in Urticaria & potl for more. $MORF early but validated biology in UC"
X Link 2022-02-05T23:02Z 10.2K followers, [--] engagements
"$PFE on business development For meaningful contribution to bottom line by [----] Pfizer would need $XBI: - significant late stage partnerships and/or - outright acquisitions of late stage / commercial assets"
X Link 2022-02-09T13:09Z [----] followers, [--] engagements
"$CYCC ( $GILD $IMMU) Makes one look again at Cyclacel currently at negative EV: Large part of $GILD Trodelvy hope was/is HR+ HER2- BC post CDK4/6 ( $PFE Ibrance). $CYCC targeting that same patient population w/ oral Fadraciclib w/ MoA featuring CCNE rationale: . $GILD Seems Gileads been recipient of winners curse in recent acquisitions in which it was highest bidder: $FSTV - several other parties $IMMU - one other main acquisitional rival ( $BMY) W/ respect to $IMMU Q from outset was indication expansion to justify $22bil $GILD Seems Gileads been recipient of winners curse in recent"
X Link 2022-03-12T18:18Z [----] followers, [--] engagements
"$BMY Though its all Relative One small step for $BMY one giant leap for I/O kind The third checkpoint and with fixed dose regimen: "
X Link 2022-03-18T22:38Z [----] followers, [--] engagements
"$AMLX Questions & Variables Briefing Docs: My guess is FDA goes with a relatively straightforward approach asking Comm whether [----] is approvable based on a single phase [--] study CENTAUR. W/ $BIIB & Aduhelm in such recent proximity dont know that FDA can stomach the $AMLX With AdCom briefing docs coming out tomorrow an interesting week shaping up for $AMLX. Fridays move +15% was on high rel. volume hard to draw any conclusions from that. At $1.4bil MCap $AMLX risk/reward doesnt seem favorable. Many variables & questions in play. $AMLX With AdCom briefing docs coming out tomorrow an interesting"
X Link 2022-03-27T15:10Z [----] followers, [--] engagements
"$RHHBY TIGIT $RCUS $ITOS $MRK $BMY $MREO Disappointing first P3 results in ES-SCLC for Roche/Genen anti-TIGIT TIRA. The CITY Skyline could still be filled but as of yet no Skyscrapers for TIRA:"
X Link 2022-03-30T10:31Z [----] followers, [--] engagements
"$IGMS $SNY An example of calculated recoffering in biotech: $SNY/ $IGMS partnership PR yesterday with secondary cued up. And this is an interesting public offering $SNY PR co. expressed interest in up to $100mm of non-voting. Some of that language in offering $IGMS 8.7M shares offering priced at $23/share $IGMS 8.7M shares offering priced at $23/share"
X Link 2022-03-30T10:42Z [----] followers, [--] engagements
"$XBI This is potentially portentous news Carlyle to acquire Abingworth: Wow Carlyle Group buying @Abingworthbio https://t.co/fWDDYafFrh Wow Carlyle Group buying @Abingworthbio https://t.co/fWDDYafFrh"
X Link 2022-04-11T12:48Z [----] followers, [--] engagements
"$MYOV $PFE A ray of light: $MYOV Announces European Commission Approval for ORGOVYX (relugolix) for the Treatment of Advanced Hormone-Sensitive Prostate Cancer. Myovant expects to secure European commercialization partner ahead of anticipated launches. $MYOV Announces European Commission Approval for ORGOVYX (relugolix) for the Treatment of Advanced Hormone-Sensitive Prostate Cancer. Myovant expects to secure European commercialization partner ahead of anticipated launches"
X Link 2022-04-29T23:41Z [----] followers, [--] engagements
"$pfe $bhvn 79% premium"
X Link 2022-05-10T10:59Z [----] followers, [--] engagements
"$VERV Verve may have verve here. Hard to believe that its reached around $370mm EV. Think that base-editing (from $BEAM) could hold significant advantages vis a vis other gene editing tech safety/specificity and potentially durability/efficacy. First CTA in & in human"
X Link 2022-05-22T12:53Z [----] followers, [--] engagements
"$LLY $GNCA It was the best of times it was the worst of times *"
X Link 2022-05-28T16:01Z [----] followers, [--] engagements
"$XBI M&A $PFE $GSK Compliments of divestiture of joint venture in consumer health two of the more active big pharma acquirers to get more cash to fuel the fire. $16bil more for $PFE up to $175bil in firepower by year end"
X Link 2022-06-05T13:15Z [----] followers, [--] engagements
"Think that: $SURF $LPTX could be nice bolt-on blue light specials for $NVS. Each trading at around cash could add to the trend of bargain basement multiples of current SP premia a la $CMPI"
X Link 2022-06-11T16:01Z [----] followers, [--] engagements
"$HOOK $PDSB"
X Link 2022-06-12T21:34Z [----] followers, [--] engagements
"$XBI Within past [--] years Mr. Paolo Pucci served on BOD of: $ALGZF until acquisition by $BAYRY $2.9 bil $DYAX until acquisition by $SHPG $5.9 bil $ARQL until acquisition by $MRK $2.7 bil $TRIL until acquisition by $PFE $2.22 bil Mr. Pucci currently serves: $REPL $MRUS"
X Link 2022-06-18T23:48Z [----] followers, [--] engagements
"$MRK $SGEN Given the runup of $SGEN on WSJ reporting and the risk of FTC heightened scrutiny on any proposed deal if one does happen it could be a sell the news buyout:"
X Link 2022-06-26T15:17Z [----] followers, [--] engagements
"$SGEN / $MRK Wall Street Journal A couple of things that particularly caught my interest in the latest update article: - potential other suitors but none has surfaced 🧐 - depressed $XBI valuations are cited as a reason for lower M&A activity thus far this year"
X Link 2022-06-26T15:25Z [----] followers, [--] engagements
"$XBI $MRK $SGEN Per WSJ $MRK in advanced talks to buy $SGEN for roughly $40 billion or more. Deal thought to be for more than $SGEN $200/share with $MRK pushing for deal to close before next quarterly CC scheduled for 7/28"
X Link 2022-07-07T05:31Z [----] followers, [--] engagements
"$XBI #cd47 The current state of play in CD47 Tx $ALXO $PFE $BMY $STTK $GILD"
X Link 2022-07-23T15:08Z [----] followers, [--] engagements
"$MRK $SGEN $XBI Baker Brothers others should have a lot of cash to redeploy into new investments soon"
X Link 2022-08-16T12:17Z [----] followers, [--] engagements
"$XBI Think $PFE's takeout of $GBT makes each of these companies less attractive not more. $FULC $FMTX $IMRA But of the three $FMTX has the best shot imho. With the setback with $IMRA and $FULC the underdog $FMTX is setting up to becoming a serious competitor to voxelotor in sickle cell disease with early data showing a higher response rate (not head to head comparison) with pending Ph2/3 interim results expected by year-end [----] https://t.co/mr3uGTKdpc With the setback with $IMRA and $FULC the underdog $FMTX is setting up to becoming a serious competitor to voxelotor in sickle cell disease"
X Link 2022-08-29T17:11Z [----] followers, [--] engagements
"$NVO $FMTX $20/sh $1.1bil"
X Link 2022-09-01T12:13Z [----] followers, [--] engagements
"$LPTX Just to revisit the $FPRX Five Prime story -- it was survival benefit (granted RCT) that bema showed that led to $AMGN acquiring $FPRX. it is survival benefit OS that we will likely see from $LPTX DKN-01 at ESMO. & we already know that the PFS delta is positive. $XBI The Five Prime ( $FPRX ) phoenix perhaps the script for a similar reversal for similar indication for: $LPTX Both bema and DKN-01 in gastric cancer. Both leverage biomarker-based target. $XBI The Five Prime ( $FPRX ) phoenix perhaps the script for a similar reversal for similar indication for: $LPTX Both bema and DKN-01 in"
X Link 2022-09-03T22:58Z [----] followers, [--] engagements
"$MRTX v. $AMGN In the Battle at ESMO Mirati strikes back:"
X Link 2022-09-07T23:48Z [----] followers, [--] engagements
"$XBI The IL-2 book is still being written. Here some current writers:"
X Link 2022-09-11T16:29Z [----] followers, [--] engagements
"$SGEN With back to back deal PRs yesterday a bispecific GammaDelta T cell tie up with $LVTX today a rights deal with $ZLAB. Moving on from $MRK"
X Link 2022-09-27T21:39Z [----] followers, [--] engagements
"$BIIB $ESALY Got nothing but love for Biogen and Sandrock. Doesnt mean that pointing out the disfunction was wrong. But still nothing but love for this underdog story and for the patients that stand to benefit:"
X Link 2022-09-28T00:39Z [----] followers, [--] engagements
"$AFMD Hesitate to post this as I dont want to see any more crying Jordan memes for a while but oversold & under-appreciated. $MGNX just got $60mm from $GILD for a bispecific T cell engager for the CD123 target DART may hold advantages over other TCE but AFM28"
X Link 2022-10-18T14:12Z [----] followers, [--] engagements
"See $GILD as more of a fit for $AGEN suitor if any"
X Link 2022-11-13T23:16Z [----] followers, [--] engagements
"$EDIT In the aftermath of EDIT-101 BRILLIANCE mgmt says partnership. SVB Securities doesnt hold any punches on partner prospects but I think that $RHHBY is one of few logical options based on mgmt notes:"
X Link 2022-11-19T19:26Z [----] followers, [--] engagements
"$AFMD Top [--] Reasons to own Affimed: [--]. AFM13+AB101 will be a Tx w/ wide applicability in CD30+ indications. [--]. AFM24 will find its place in combo for NSCLC & other solid tumor indications. [--]. AFM28 will find way to US with opportunity for partnership. See $GILD / $MGNX. @PersimmonTI Two thoughts: Size of your position in AFMD as % of your portfolio And Top [--] reasons you own AFMD @PersimmonTI Two thoughts: Size of your position in AFMD as % of your portfolio And Top [--] reasons you own AFMD"
X Link 2022-11-27T18:40Z [----] followers, [--] engagements
"$MRTX Mirati late-breaker Oral Presentation at ESMO-IO re: Adagrasib+pembro combo:"
X Link 2022-11-28T13:06Z [----] followers, [--] engagements
"$PFE $ROIV Milquetoast praise from Pfizer as they usher/shun their TL1A asset:"
X Link 2022-12-03T16:31Z [----] followers, [--] engagements
"$SNY If $SNY is walking away $SGMO spox told me that $SNY walked away because it shifted priorities away from autologous to allogeneic projects #ASH22 $SGMO spox told me that $SNY walked away because it shifted priorities away from autologous to allogeneic projects #ASH22"
X Link 2022-12-11T01:03Z [----] followers, [--] engagements
"$XBI $AMGN $HZNP "A deal could be finalized by Monday assuming the talks with Amgen dont fall apart the people said." "A deal could be finalized by Monday assuming the talks with Amgen dont fall apart the people said.""
X Link 2022-12-11T20:25Z [----] followers, [--] engagements
"$XBI $SNY initiated the $HZNP acquisition process but $AMGN took home the trophy. Recall that $JNJ started the $GBT sweepstakes but a small startup called $PFE Pfizer stepped in So jilted suitors still interested in making moves with JPM coming soon"
X Link 2022-12-25T22:39Z [----] followers, [----] engagements
"$XBI Predictions for 2023: M&A companies likely to be acquired $MDGL (by $SNY) $VRNA (by $PFE) $REPL (by $REGN) $MRUS (by $LLY) $ASND $AGIO $RARE (by $AZN) $KRTX TIGIT $RHHBY Tira will show OS benefit in Q1"
X Link 2022-12-26T17:02Z [----] followers, 15.1K engagements
"$JNCE $GILD Gilead to pay $67mm upfront to $JNCE for remaining rights to [----] anti CCR8 candidate previously licensed to $GILD. $JNCE up 58% in AH"
X Link 2022-12-27T22:26Z [----] followers, [----] engagements
"$XBI Each fact-specific but recent examples of deeply downtrodden -ve EV $XBI taking a sharp upward turn via stochastic catalyst: $ORIC $PFE invest $HOTH IND acceptance $JNCE $GILD reup for CCR8 mAb $KALA stuff $OCUL stuff Whos next Lets burn some shorts:"
X Link 2022-12-31T15:41Z [----] followers, [----] engagements
"$REPL ( $REGN ) Interesting choice for new head of commercial:"
X Link 2023-01-04T13:05Z [----] followers, [----] engagements
"$XBI [----] the year for big pharma to sell their assets to biotech companies: Merck KGaA $PDSB $PFE $ROIV $XXX $XXX"
X Link 2023-01-08T14:55Z [----] followers, [----] engagements
"A new $DAWN Not an expert in oncology but this sounds like a big deal 😲 ORR of 64% and clinical benefit rate (CBR) of 91% in [--] heavily-pretreated RANO-evaluable patients Pediatric low-grade glioma no approved therapies for majority of patients. https://t.co/cxwYcKaOuz Not an expert in oncology but this sounds like a big deal 😲 ORR of 64% and clinical benefit rate (CBR) of 91% in [--] heavily-pretreated RANO-evaluable patients Pediatric low-grade glioma no approved therapies for majority of patients. https://t.co/cxwYcKaOuz"
X Link 2023-01-08T23:12Z [----] followers, [----] engagements
"$AZN Think that AstraZeneca should go ahead and acquire both $RARE (Ultragenyx) and $MREO (Mereo). Get $RARE promising commercial pipe that includes (almost) all of setrusumab and regain alvelestat. Plus a TIGIT mAb of its own. Make a small splash Pascal"
X Link 2023-01-08T23:19Z [----] followers, [----] engagements
"$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 $ALBO accord"
X Link 2023-01-15T16:59Z [----] followers, [----] engagements
"$AGEN Have thought that this is an interesting chart of $AGEN buying regular large tranches each day like clockwork With a series of data readouts & updates coming up $AGEN interesting here And have thought that $GILD buyout of $AGEN would make sense Unite the ODays"
X Link 2023-01-21T14:20Z [----] followers, [----] engagements
"$xbi $ABBV $JNJ Pharmacyclics Interesting account of how the mighty ibrutinib came to become IMBRUVICA. And fitting/ironic release date in the week that $BGNE BTK challenger BRUKINSA receives the next big feather in its cap: BTK inhibitors have transformed the lives of many patients with Chronic Lymphocytic Leukemia and other lymphomas. These drugs "exploded" onto the scene in 2013-2014 and have fundamentally changed the way we treat the disease. What many people don't know is how it all happened. BTK inhibitors have transformed the lives of many patients with Chronic Lymphocytic Leukemia and"
X Link 2023-01-21T14:47Z [----] followers, [----] engagements
"$MREO Going into full speculation mode here be forewarned. But think that there was truth to last years admittedly strange $AZN acquisition @ $500mm rumor. 1) $AZN would regain alvelestat w/ ambitions to expand on $ALXN rare disease success"
X Link 2023-01-22T15:13Z [----] followers, 16.8K engagements
"$XBI Catalysts $alt TIGIT Of particular interest to me Clinical / Corporate $ETNB pegozafermin ENLIVEN Topline $ALT pemvi 24W Obesity Data $ALNY ALN-APP FIH Data $ROG TIGIT 2nd OS Interim $IMGN MIRASOL Topline $KRTX EMERGENT-3 Topline $VYGR $NVS Opt-In Decision $DTIL Allo CD19 Update Clinical / Corporate $ETNB pegozafermin ENLIVEN Topline $ALT pemvi 24W Obesity Data $ALNY ALN-APP FIH Data $ROG TIGIT 2nd OS Interim $IMGN MIRASOL Topline $KRTX EMERGENT-3 Topline $VYGR $NVS Opt-In Decision $DTIL Allo CD19 Update"
X Link 2023-01-23T01:25Z [----] followers, [----] engagements
"$XBI SEC filings reveal that $AZN was willing to pay big for $CINC into the risk. $CINC bet on itself and lost (relatively speaking). Wonder what shareholders think"
X Link 2023-01-23T23:53Z [----] followers, [----] engagements
"$XBI Top potential near term M&A candidates in my opinion: $RIGL $VRNA $MIRM $MDGL $AGIO $KRTX Wildcards different price perhaps just as nice $MRTX $AUPH"
X Link 2023-01-29T17:25Z [----] followers, 12.8K engagements
"$XBI the #TIGIT landscape $RHHBY $MRK $RCUS / $GILD $MREO $AZN / $CGEN Innovent: h/t @StephenVLiu"
X Link 2023-02-04T15:01Z [----] followers, [----] engagements
"$AZN $CGEN #tigit $GILD / $RCUS $BMY $MREO Astra will put TIGIT/PD-1 bispecific licensed from $CGEN into P3 presumably after seeing activity in open label monoTx P2. Separately $AZN PD-1 Imfinzi in P3 w/ $RCUS / $GILD TIGIT mAb domvanalimab"
X Link 2023-02-12T14:21Z [----] followers, [----] engagements
"$JNJ New R&D priorities with ReeD and $ARWR and $FATE are two big castaways: "
X Link 2023-02-20T05:33Z [----] followers, [----] engagements
"$RHHBY #tigit ( $rcus / $gild $itos $azn / $cgen $bmy / $agen) A reminder that if we dont hear from $RHHBY about tiragolumab interim analysis next week it goes to the finish with full OS analysis at trial conclusion"
X Link 2023-02-25T21:11Z [----] followers, [----] engagements
"$MREO $AZN The @walshdominic rumors could have been true. And the ballyhooed $MREO mgmt quiet period (& the reason that Rubric called off the proxy dogs) could stem from same reason: $AZN & $MREO have been in protracted negotiations for buyout contingent on Alvel & FDA"
X Link 2023-03-05T16:23Z [----] followers, [----] engagements
"$MREO $AZN Finally note that AstraZeneca is hiring while others are firing. And $AZN sights are set on a new R&D center for rare diseases in Canada building on success w/ $ALXN acquisition. Seems like a nice place from which to tackle $AZN next rare disease ind AATD:"
X Link 2023-03-05T16:23Z [----] followers, [----] engagements
"$XBI $SIVB One gets an idea of why no one likes Vivek. In tone deaf tweet about $SIVB & VC backed startups milking money tweet thread continues w/ tweet attempting to milk some money from his [--] supporters for pres bid. & how much $$ did Axovant ne $SIOX milk Starting to hear tech folks make the argument that we need to bail out @SVB_Financial to save a bunch of VC-backed startups. Sorry guys thats not how capitalism works. A small number of people milked $$ during the go-go years. They shouldnt get bailed out when times go bad. Starting to hear tech folks make the argument that we need to"
X Link 2023-03-11T23:57Z [----] followers, [----] engagements
"$PRVB acquired by $SNY $25 per share; $2.9 billion"
X Link 2023-03-13T10:35Z [----] followers, [----] engagements
"$Sny $PRVB Remember that right of first negotiation that $SNY had $PRVB $SNY With Teplizumab approval we now see how things play out with the noteworthy copromotion & right of first license with $SNY. A lot of moving pieces and with respect to the right of first license take a look and its basically a right of first buyout too: https://t.co/UA3Ftb67ng $PRVB $SNY With Teplizumab approval we now see how things play out with the noteworthy copromotion & right of first license with $SNY. A lot of moving pieces and with respect to the right of first license take a look and its basically a right of"
X Link 2023-03-13T10:39Z [----] followers, [----] engagements
"$XBI Has anyone had less success with concentrated positions &/or unsolicited bids than Kevin Tang $HRTX $CRVS $APVO Well maybe $JNCE is the lucky charm"
X Link 2023-03-15T18:35Z [----] followers, [----] engagements
"$SGEN $PFE Kudos to Baker Brothers (especially if the deal passes FTC muster) for their steadfast conviction and assistance to $SGEN through thick and thin. Long-term investing is not dead in biotech. And Bakers certainly should some more capital to deploy to $XBI soon Baker Brothers $1B - $9B (in [--] yrs) in SGEN exit https://t.co/e0c63pOUJE Baker Brothers $1B - $9B (in [--] yrs) in SGEN exit https://t.co/e0c63pOUJE"
X Link 2023-03-19T16:03Z [----] followers, [----] engagements
"$XBI Microbiome Immunotherapy is tough. $EVLO $KLDO $LBPS"
X Link 2023-04-01T18:04Z [----] followers, [----] engagements
"$SRPT With P3 results expected by December for a geneTx whose only placebo controlled ct results to date failed the primary endpoint regardless of what happens w/ FDA later this month has any of the $SRPT overhang actually been removed"
X Link 2023-05-13T14:44Z [----] followers, 19.1K engagements
"$XBI $AMGN $HZNP Again a lot of single asset acquisitions perhaps this is the way in an uncertain deals/FTC scrutiny environment $XBI In the latest acquisitions single asset companies feature prominently: $CTIC $ISEE $BLU $PRVB Diversified pipelines are great but one asset often speaks loudest: https://t.co/I0Kq82ldkt $XBI In the latest acquisitions single asset companies feature prominently: $CTIC $ISEE $BLU $PRVB Diversified pipelines are great but one asset often speaks loudest: https://t.co/I0Kq82ldkt"
X Link 2023-05-16T11:50Z [----] followers, [----] engagements
"$XBI Another possible read on FTC and $AMGN X $HZNP is that it could make late/stage pre-commercial biotech more attractive The FTCs argument is that Amgen can use leverage it has with insurers and PBMs through its other products to strengthen its position for Tepezza. The same logic could apply for any large Pharma acquiring any smaller company. Thats dangerously broad and also misguided. The FTCs argument is that Amgen can use leverage it has with insurers and PBMs through its other products to strengthen its position for Tepezza. The same logic could apply for any large Pharma acquiring"
X Link 2023-05-16T18:18Z [----] followers, [----] engagements
"$XBI Seems like FTC has a pretty $AMGN-specific argument against $HZNP merger. Past business practices could foreshadow future anticompetitive bundling/entrenchment against new Tx substantially entering the market. Arguably a silver lining"
X Link 2023-05-17T12:06Z [----] followers, [--] engagements
"$SRPT Catalent still hasn't finalized its quarterly results says it won't have them today (when it said it was going to) and will provide a "business update" instead: https://t.co/wYSWcCiYPp Catalent still hasn't finalized its quarterly results says it won't have them today (when it said it was going to) and will provide a "business update" instead: https://t.co/wYSWcCiYPp"
X Link 2023-05-19T11:28Z [----] followers, [----] engagements
"$GILD $RCUS Interesting PR that I had wanted to get back to $GILD and $RCUS Expand Partnership to Include Research Programs in Inflammation. Gilead to Have Early Option to Exclusively License Drug Candidates Arcus to receive an upfront payment of $35M $GILD and $RCUS Expand Partnership to Include Research Programs in Inflammation. Gilead to Have Early Option to Exclusively License Drug Candidates Arcus to receive an upfront payment of $35M"
X Link 2023-05-21T15:31Z [----] followers, [----] engagements
"@buysidebio $IMAB and $LPTX also have bispecific Claudin18.2s with 4-1BB and CD137 partner arms respectively. Though the latter is preclinical"
X Link 2023-05-26T11:53Z 10.2K followers, [----] engagements
"@JacobPlieth $GILD Yeah comparing to Trodelvy looks like the DAR is similar Trodelvy is [---]. In general Keluns composition is variations on Trodelvy theme. Payload is belotecan based as opposed to Tros irinotecan but similar MoA. Biggest difference seems linker/conjugation"
X Link 2023-06-04T15:03Z [----] followers, [--] engagements
"$MDGL $VKTX $LLY $NOVO Met w/ PCP friend other day the physicians practice is booming from Wegovy scripts alone. Wonder what effect those patients sometimes dramatic weight-loss on therapy may have on future NASH commercial prospects. Lose the weight stop the NASH @Biohazard3737 @ag76_biotech I wonder what effect if any GLP1 coverage/reimbursement has on NASH candidates. @Biohazard3737 @ag76_biotech I wonder what effect if any GLP1 coverage/reimbursement has on NASH candidates"
X Link 2023-06-04T15:26Z [----] followers, [----] engagements
"$XBI $BIIB Perhaps lost in the tawdry reporting re: Susan Langer real story seems to be that Biogen board moves could lead the way to alignment on large/transformative acquisitions:"
X Link 2023-06-18T14:26Z [----] followers, [--] engagements
"$AGLE $SURF Two zombies with exits of sorts divergent terms indicative of what difference having well-connected insiders can make"
X Link 2023-06-24T14:41Z [----] followers, [----] engagements
"@StephenVLiu @JTOonline It seems like recent incremental data support the hypothesis that anti-CD73s are most efficacious when paired w/ pd-(l)1 in patients who have particularly high CD73 expression and/or adenosine signature $IMAB at ASCO $ORIC still nee data but targeting MM b/c adensosine"
X Link 2023-06-25T14:43Z 10.2K followers, [---] engagements
"$ORIC Correction [---] update in q1 2024"
X Link 2023-06-27T17:45Z [----] followers, [----] engagements
"$ORIC Though updates from $PFE candidate with same target should continue to presage 944s promise"
X Link 2023-06-27T18:19Z [----] followers, [---] engagements
"$CRIS While it is a positive that the clinical hold has been lifted and that at 300mg as opposed to 200mg the overhang for $CRIS will always be management who claims potential cornerstone potential in AML when closer analysis ought reveal rather muted expectations"
X Link 2023-07-09T17:21Z [----] followers, [----] engagements
"$MREO $RARE On Setrusumab The key question is Setrusumabs potential efficacy in OI on the Phase [--] endpoint of annualized fracture rate. It has been correctly pointed out by many that the class of Tx of which Setrusumab is part anti-Sclerostin is already known to increase bone mineral density (BMD) but What about reducing fractures There is less clarity on this question and at the outset we must admit that we will not know until we know let ORBIT and COSMIC run their course. However from what I can surmise from all available information I believe the probability that Setrusumab achieves P3"
X Link 2023-07-09T21:49Z [----] followers, 13.6K engagements
"$MREO $RARE Setrusumab the better bisphosphonate. While bisphosphonate is antiresorptive meaning that what bone is there is preserved (and breakdown is prevented) Setrusumab not only preserves bone but it also promotes new bone production by inhibiting Sclerostin a"
X Link 2023-07-09T21:49Z [----] followers, [--] engagements
"$XBI On Strategic Alternatives $NLTX With recent bleakness it stands to reason that the number of $XBI companies left looking for strategic alternatives or (reverse) merger have been elevated. In more bullish times some of these would have been able to keep the lights on acquire another asset to keep things going But outcomes have been disparate Though the reasons for such divergent outcomes are manifold Id posit that these scenarios act as a Rorschach test for $XBI management more than most. Management doesnt usually change their stripes and save some external factor the decisions that are"
X Link 2023-07-15T13:18Z [----] followers, [----] engagements
"$XBI A nice Friday afternoon PR $GILD Cd-47 $imab $alxo $tril https://t.co/n5vM9HDN3C Cd-47 $imab $alxo $tril https://t.co/n5vM9HDN3C"
X Link 2023-07-21T21:29Z [----] followers, [----] engagements
"$TGTX Orthogonal but the $JNJ example of subcutaneous formulation of anti-CD38 monoclonal antibody Darzalex leading to conversion and greater sales versus original IV administration could play out with $RHHBY Ocrevus"
X Link 2023-07-22T17:28Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing