# ![@SamFazeli8 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1180123356403834880.png) @SamFazeli8 Sam Fazeli

Sam Fazeli posts on X about soundcloud, $pfe, $azn, $lly the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1180123356403834880/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1180123356403834880/c:line/m:interactions.svg)

- [--] Week [-----] +49%
- [--] Month [-----] +66%
- [--] Months [------] -33%
- [--] Year [-------] +203%

### Mentions: [--] [#](/creator/twitter::1180123356403834880/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1180123356403834880/c:line/m:posts_active.svg)

- [--] Month [--] no change
- [--] Months [--] -23%
- [--] Year [---] +130%

### Followers: [-----] [#](/creator/twitter::1180123356403834880/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1180123356403834880/c:line/m:followers.svg)

- [--] Week [-----] +0.17%
- [--] Month [-----] +0.85%
- [--] Months [-----] +8.60%
- [--] Year [-----] +22%

### CreatorRank: undefined [#](/creator/twitter::1180123356403834880/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1180123356403834880/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands) 

**Social topic influence**
[soundcloud](/topic/soundcloud) #1819, [$pfe](/topic/$pfe) #343, [$azn](/topic/$azn) #126, [$lly](/topic/$lly), [bloomberg](/topic/bloomberg), [$bntx](/topic/$bntx), [$mrk](/topic/$mrk), [$jnj](/topic/$jnj) #86, [$mrna](/topic/$mrna), [$nvo](/topic/$nvo)

**Top accounts mentioned or mentioned by**
[@biotechch](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@bradloncar](/creator/undefined) [@daphnezohar](/creator/undefined) [@bertrandbio](/creator/undefined) [@rahulbanerjeemd](/creator/undefined) [@yaireinhorn](/creator/undefined) [@timopler](/creator/undefined) [@maximusholla](/creator/undefined) [@joshuarichtermd](/creator/undefined) [@ftc](/creator/undefined) [@iambiotech](/creator/undefined) [@fortunemagazine](/creator/undefined) [@masterofwhine](/creator/undefined) [@mannimd1](/creator/undefined) [@drrichjlaw](/creator/undefined) [@cngarabedian](/creator/undefined) [@yaronwerber](/creator/undefined) [@drmakaryfda](/creator/undefined) [@mysteriousmole1](/creator/undefined)

**Top assets mentioned**
[Pfizer, Inc. (PFE)](/topic/$pfe) [AstraZeneca PLC (AZN)](/topic/$azn) [Eli Lilly and Company (LLY)](/topic/$lly) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Johnson & Johnson (JNJ)](/topic/$jnj) [Moderna Inc (MRNA)](/topic/$mrna) [Novo-Nordisk (NVO)](/topic/$nvo) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [GSK plc (GSK)](/topic/$gsk) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Novartis AG (NVS)](/topic/$nvs) [Amgen, Inc. (AMGN)](/topic/$amgn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [AbbVie Inc (ABBV)](/topic/$abbv) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Synthetify (SNY)](/topic/$sny) [Biogen Inc (BIIB)](/topic/$biib) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Novavax Inc (NVAX)](/topic/$nvax) [ROGin AI (ROG)](/topic/$rog) [Legend Biotech Corp (LEGN)](/topic/$legn) [Santiment Network Token (SAN)](/topic/$san) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Nuvalent, Inc. (NUVL)](/topic/$nuvl) [Prothena Corporation plc Ordinary Shares (PRTA)](/topic/$prta) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [CG Oncology, Inc.  (CGON)](/topic/$cgon) [Taraxa (TARA)](/topic/$tara) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Allora (ALLO)](/topic/$allo) [Bausch�Health�Companies�Inc. (BHC)](/topic/$bhc) [Viatris Inc (VTRS)](/topic/$vtrs) [Vertex Protocol (VRTX)](/topic/$vrtx) [Zoetis Inc (ZTS)](/topic/$zts) [Bicara Therapeutics Inc. (BCAX)](/topic/$bcax) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Royalty Pharma plc (RPRX)](/topic/$rprx) [Bausch & Lomb Corp (BLCO)](/topic/$blco) [Dr. Reddy's Laboratories Limited American Depositary Shares (RDY)](/topic/$rdy) [Century Therapeutics, Inc. (IPSC)](/topic/$ipsc) [BEAM (BEAM)](/topic/$beam) [Nov Inc (NOV)](/topic/$nov) [Elanco Animal Health Incorporated Common Stock (ELAN)](/topic/$elan) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Vigil Neuroscience, Inc. (VIGL)](/topic/$vigl) [Instil Bio, Inc. (TIL)](/topic/$til) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz) [Arcus Biosciences, Inc. (RCUS)](/topic/$rcus) [Verve Therapeutics Inc. (VERV)](/topic/$verv) [Atai Life Sciences B.V. (ATAI)](/topic/$atai) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Caribou Biosciences, Inc. (CRBU)](/topic/$crbu) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [uniQure N.V. (QURE)](/topic/$qure)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PFE $BNTX Vaccine - as of [--] September over [-----] subjects have had the second dose"  
[X Link](https://x.com/SamFazeli8/status/1305914240151289857)  2020-09-15T16:59Z [----] followers, [--] engagements


"So $PFE $BNTX vaccine trial enrolment has fallen to about [---] per day in the latest week from about [---] in prior weeks. Lets hope its not due to a side effect issue. May be $JNJ is stealing their patients. If its a real issue does this push $PFE to an interim readout"  
[X Link](https://x.com/SamFazeli8/status/1313401744131579904)  2020-10-06T08:52Z [----] followers, [--] engagements


"UK Yellow Card data show: 1) $AZN has higher pericarditis than $PFE-$BNTX but lower myocarditis 2) $AZN has same rate of GBS as $JNJ 3) $MRNA had [--] myocarditis reports after just [---] million doses = c.8 per million (Note: lots of caveats apply such as median age etc etc)"  
[X Link](https://x.com/SamFazeli8/status/1417468003944386561)  2021-07-20T12:54Z [----] followers, [--] engagements


"And so it begins. $PFE $BNTX EU deliveries to be pushed out to 3Q and 4Q partly foretold by no changes to guidance despite 1Q beats. What if a variant vaccine is not better than the current shot $MRNA Today we announce an agreement with BioNTech/Pfizer to make vaccines delivery more flexible in order to address the needs of Member States and ensure security of vaccine supply. https://t.co/ZGhwYrcyBF Today we announce an agreement with BioNTech/Pfizer to make vaccines delivery more flexible in order to address the needs of Member States and ensure security of vaccine supply."  
[X Link](https://x.com/SamFazeli8/status/1525363467007537152)  2022-05-14T06:32Z [----] followers, [--] engagements


"This is a must must must listen for anyone interested in the reality of Covid right now. #Covid $PFE $BNTX $MRNA https://podcasts.apple.com/gb/podcast/this-week-in-virology/id300973784i=1000585204354 https://podcasts.apple.com/gb/podcast/this-week-in-virology/id300973784i=1000585204354"  
[X Link](https://x.com/SamFazeli8/status/1590004071230246912)  2022-11-08T15:31Z [----] followers, [--] engagements


"For #H5N1 would be good to hear $MRNA $PFE $BNTX say that they have started preclinical and soon clinical trials of an mRNA shot. They can both manufacture at high volume AND use the latest H5 sequence vs shots from $GSK $SNY $CSL"  
[X Link](https://x.com/SamFazeli8/status/1617571305016168448)  2023-01-23T17:13Z [----] followers, [---] engagements


"Another non-MRNA vaccine company hits the wall after $NVAX going concern warning and lack of interest in $VALNs vaccine. This increasingly puts the pricing power into $MRNA $PFE $BNTX hands. Cessation of Operations at Medicago Medicago https://medicago.com/en/press-release/cessation-of-operations-at-medicago/ https://medicago.com/en/press-release/cessation-of-operations-at-medicago/"  
[X Link](https://x.com/SamFazeli8/status/1633496034549837825)  2023-03-08T15:52Z [----] followers, [----] engagements


"$MRNA whats happening here"  
[X Link](https://x.com/SamFazeli8/status/1660663718424858630)  2023-05-22T15:07Z [----] followers, [---] engagements


"Still baffles me why anyone thinks an intranasal vaccine is going to be better than IM for Covid flu or anything else. Listen to the experts and stop wasting time and money. Same goes for universal vaccines - though here we should at least try. $MRNA $BNTX $PFE"  
[X Link](https://x.com/SamFazeli8/status/1661298281144565760)  2023-05-24T09:09Z [----] followers, [--] engagements


"Why no mention of mRNA vaccine in adjuvant melanoma @wolchokj at #ASCO2023 $MRNA $MRK"  
[X Link](https://x.com/SamFazeli8/status/1664995820234481666)  2023-06-03T14:01Z [----] followers, [----] engagements


"Pity that $NVAX only had animal data. Really surprised that $PFE and $BNTX also only showed animal data whereas $MRNA had human data"  
[X Link](https://x.com/SamFazeli8/status/1669645331053649920)  2023-06-16T09:57Z [----] followers, [--] engagements


"@BertrandBio Interesting - look at RSV adult and you see two different LNPs being tested with the mRNA vaccine. But look at flu and you see they are using just LNP #1 why How is RSV different"  
[X Link](https://x.com/SamFazeli8/status/1674332352204480514)  2023-06-29T08:21Z [----] followers, [--] engagements


"Is it served with a side of Wegovy"  
[X Link](https://x.com/SamFazeli8/status/1674343853120188417)  2023-06-29T09:07Z [----] followers, [---] engagements


"@BertrandBio Or its just the antigen - no matter how much you put in you dont get higher nabs. Lets see what $MRNA improved shot shows over time"  
[X Link](https://x.com/anyuser/status/1674690555517755393)  2023-06-30T08:07Z [--] followers, [---] engagements


"Hold on - anti-PF4 is implicated in the clotting side effect of the Covid-19 adenovirus vaccines from $JNJ $AZN - would be worth studying this more in those patients who survived. Older mouse brains rejuvenated by protein found in young blood"  
[X Link](https://x.com/SamFazeli8/status/1694268029574553638)  2023-08-23T08:39Z [----] followers, [---] engagements


"@Sports_bios The market seems to be not as optimistic as management of either $SRPT or $ROG"  
[X Link](https://x.com/SamFazeli8/status/1719353301114769585)  2023-10-31T13:59Z [----] followers, [---] engagements


"@EdLudlow acing it at Bloomberg Intelligences Generative AI [----] Outlook event. @BrianVenturo CTO of CoreWeave explaining the intricacies of how tough the hardware needs for GenAI are. Yes I am still a drug analyst but trying to learn"  
[X Link](https://x.com/SamFazeli8/status/1722371278235984031)  2023-11-08T21:51Z [----] followers, [---] engagements


"@KarmelMelamed @IDF They look totally delicious"  
[X Link](https://x.com/SamFazeli8/status/1727356892777701788)  2023-11-22T16:02Z [----] followers, [--] engagements


"So much energy being spent on a trial that used the lower diabetes dose of semaglutide. $NVO $LLY"  
[X Link](https://x.com/SamFazeli8/status/1729763992397099482)  2023-11-29T07:27Z [----] followers, [---] engagements


"$MRK one thing is clear - TIGIT+PD-1 doesnt have single agent activity in later line non-small cell lung cancer patients. The combo with chemo however does look promising assuming larger numbers would allow it to hit stat sig. There were [--] deaths in the chemo-combo arm"  
[X Link](https://x.com/SamFazeli8/status/1732735186075254973)  2023-12-07T12:13Z [----] followers, [---] engagements


"@daphnezohar @FTC @IAmBiotech @FortuneMagazine I have a theory here: the deal was announced before the arrival of new R&D head at Sanofi. May be there wasnt enough conviction to fight this"  
[X Link](https://x.com/SamFazeli8/status/1734504216947769537)  2023-12-12T09:23Z [----] followers, [---] engagements


"@daphnezohar @FTC @IAmBiotech @FortuneMagazine And you see what happens when a company really wants a deal done: $PFE $SGEN"  
[X Link](https://x.com/SamFazeli8/status/1734556211150754112)  2023-12-12T12:50Z [----] followers, [---] engagements


"@BertrandBio Two more points: $BMYs Abecma has been on the market longer with patients who have longer FU - so the FDA should have enough data already. Also $JNJ and $LEGN must have known this"  
[X Link](https://x.com/SamFazeli8/status/1738116345080729876)  2023-12-22T08:36Z [----] followers, [---] engagements


"@bradloncar Wow - Astra does like doing deals around Christmas :-)"  
[X Link](https://x.com/SamFazeli8/status/1739544863035601028)  2023-12-26T07:13Z [----] followers, [----] engagements


"@florian_krammer Beautiful Austria :-)"  
[X Link](https://x.com/anyuser/status/1741355183118905528)  2023-12-31T07:06Z [--] followers, [---] engagements


"Hey folks as my chemistry teacher used to say: better late than never better never late. A bit of a late notice: TODAY @ [--] PM LDN/10 AM EST we have an RSV-focused call. Given the importance we are open to all. Register here: $GSK $PFE $MRNA $AZN"  
[X Link](https://x.com/SamFazeli8/status/1742503345040855480)  2024-01-03T11:09Z [----] followers, [---] engagements


"@angelicapeebles Congrats Angelica - baby looks great :-)"  
[X Link](https://x.com/anyuser/status/1744348972523585927)  2024-01-08T13:22Z [--] followers, [--] engagements


"@Dutch_G @Masterofwhine Much prefer this to damp Bordeaux tbh"  
[X Link](https://x.com/SamFazeli8/status/1747168598777385336)  2024-01-16T08:07Z [----] followers, [--] engagements


"@RahulBanerjeeMD @SuyogCancer @NatRevClinOncol Cartitude-4 OS benefit as per FDA documents HR [----] (0.4 0.83) - no new data for Abecma $JNJ $BMY"  
[X Link](https://x.com/SamFazeli8/status/1767913197921591354)  2024-03-13T13:58Z [----] followers, [---] engagements


"@RahulBanerjeeMD @JoshuaRichterMD Well cool heads prevailed: [--] to [--] in favor"  
[X Link](https://x.com/SamFazeli8/status/1768684355818328501)  2024-03-15T17:03Z [----] followers, [---] engagements


"@RahulBanerjeeMD @JoshuaRichterMD What will the vote for Abecma be $BMY $TSVT"  
[X Link](https://x.com/SamFazeli8/status/1768686228688240987)  2024-03-15T17:10Z [----] followers, [---] engagements


"@stevenhead211 @RahulBanerjeeMD @JoshuaRichterMD $BMY designed a trial to make its life very difficult: slightly later line which makes patients eligible for CART on progression allowed crossover didnt specify bridging limited it to [--] cycle. Anything else to add"  
[X Link](https://x.com/SamFazeli8/status/1768710212293206110)  2024-03-15T18:45Z [----] followers, [---] engagements


"@bdermanmd @ManniMD1 Going to 2L was what helped them. $BMY chose a later line population which resulted in the ability to crossover"  
[X Link](https://x.com/SamFazeli8/status/1768742979735318535)  2024-03-15T20:56Z [----] followers, [---] engagements


"$BMY KRYSTAL-12 Confirmatory Trial of Krazati(adagrasib) Meets Primary Endpoint of Progression-Free Survival - while no OS data yet this does back full approval of Krazati. Will it make life difficult for $AMGN https://news.bms.com/news/corporate-financial/2024/Bristol-Myers-Squibb-Announces-Pivotal-KRYSTAL-12-Confirmatory-Trial-Evaluating-KRAZATI-adagrasib-Meets-Primary-Endpoint-of-Progression-Free-Survival-for-Patients-with-Pretreated-KRAS-G12C-Mutated-Locally-Advanced-or-Metastatic-Non-Small-Cell-Lung-/default.aspx"  
[X Link](https://x.com/SamFazeli8/status/1773765604668784694)  2024-03-29T17:34Z [----] followers, [---] engagements


"Had a nice conversation with $MRNA Stephen Hoge President and head of R&D. https://podcasts.apple.com/gb/podcast/modernas-hoge-on-the-next-round-of-innovations-in-mrna/id1677173217i=1000654339989 https://podcasts.apple.com/gb/podcast/modernas-hoge-on-the-next-round-of-innovations-in-mrna/id1677173217i=1000654339989"  
[X Link](https://x.com/SamFazeli8/status/1786444175220646319)  2024-05-03T17:14Z [----] followers, [----] engagements


"My two cents on the AlphaFold3 news on Bloomberg TV AI-Designed Drugs By Google DeepMind (May [--] 2024) via @YouTube https://youtu.be/Q1zEl34pVlQsi=EMDS8VzBG8cXLeiK https://youtu.be/Q1zEl34pVlQsi=EMDS8VzBG8cXLeiK"  
[X Link](https://x.com/SamFazeli8/status/1788847651481382924)  2024-05-10T08:24Z [----] followers, [---] engagements


"Wonder if a H5N1 contract for $MRNA would fall under the $BXLS"  
[X Link](https://x.com/SamFazeli8/status/1793677685778252175)  2024-05-23T16:17Z [----] followers, [---] engagements


"This is very cool. Explains data that suggest CV benefits are dissociated from weight loss. Lets stop calling these obesity drugs. https://pubmed.ncbi.nlm.nih.gov/38113888/ https://pubmed.ncbi.nlm.nih.gov/38113888/"  
[X Link](https://x.com/SamFazeli8/status/1794346039119315169)  2024-05-25T12:33Z [----] followers, [---] engagements


"$BMY - Krystal-12. Why no comment on OS at all zero"  
[X Link](https://x.com/SamFazeli8/status/1796975707966357724)  2024-06-01T18:42Z [----] followers, [----] engagements


"If this is the new standard of care how will $MRNA $MRK manage the INT trial"  
[X Link](https://x.com/SamFazeli8/status/1797340578746634415)  2024-06-02T18:52Z [----] followers, [---] engagements


"This is remarkable efficacy in high risk NDMM - and its at 10-6 $AZN"  
[X Link](https://x.com/SamFazeli8/status/1803708207715537074)  2024-06-20T08:35Z [----] followers, [---] engagements


"@BiotechTVHQ @bradloncar So we will miss you in London"  
[X Link](https://x.com/SamFazeli8/status/1830522429686350037)  2024-09-02T08:25Z [----] followers, [---] engagements


"@tompowles1 $AZN ESMO will feature Niagara trial data - HR for EFS of [---] and OS of [---] with high pCR still key"  
[X Link](https://x.com/SamFazeli8/status/1830910527570059750)  2024-09-03T10:07Z [----] followers, [---] engagements


"$SMMT $MRNA $RHHBY $NOVS $AMGN $AZN $BNTX $AKESF $MRK Main WCLC Takeaways; Key ESMO Previews: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/JgrC6vCEwF8aEQz29 https://on.soundcloud.com/JgrC6vCEwF8aEQz29"  
[X Link](https://x.com/SamFazeli8/status/1834565447905051072)  2024-09-13T12:11Z [----] followers, [----] engagements


"$BNTX $AZN $RHHBY $NVS $SMMT $AKESF $IONS ESMO [----] Highlights and Takeaways; Ionis HAE Drug: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/87LTi2UJtBzRLQWV9 https://on.soundcloud.com/87LTi2UJtBzRLQWV9"  
[X Link](https://x.com/SamFazeli8/status/1838488547717697848)  2024-09-24T08:00Z [----] followers, [---] engagements


"I had a good conversation with Ryan Richardson Chief Strategy Officer at BioNTech. This was recorded before the BNT327 excitement took hold. $BNTX $MRNA $SMMT https://podcasts.apple.com/gb/podcast/biontechs-richardson-on-drug-pipeline/id1677173217i=1000671663859 https://podcasts.apple.com/gb/podcast/biontechs-richardson-on-drug-pipeline/id1677173217i=1000671663859"  
[X Link](https://x.com/SamFazeli8/status/1841868638845817341)  2024-10-03T15:51Z [----] followers, [---] engagements


"BI Call: Carvykti at IMS2024 Prime-Bristol pact Kras in lung cancer Roche Pharma day and BioNTechs Ai day. $JNJ $BNTX $BMY $MRK $LLY $RHHY https://on.soundcloud.com/H3cHXbt595XHmyi89 https://on.soundcloud.com/H3cHXbt595XHmyi89"  
[X Link](https://x.com/SamFazeli8/status/1843223800151990415)  2024-10-07T09:36Z [----] followers, [----] engagements


"I dont think this comes as a huge surprise to the bladder cancer community - Johnson & Johnson Statement on the SunRISe-2 Study https://www.jnj.com/media-center/press-releases/johnson-johnson-statement-on-the-sunrise-2-study https://www.jnj.com/media-center/press-releases/johnson-johnson-statement-on-the-sunrise-2-study"  
[X Link](https://x.com/SamFazeli8/status/1843535091055591914)  2024-10-08T06:13Z [----] followers, [---] engagements


"$BIIB $LLY $NVO $IVBXF $MRK $BMY $NBIX $GSK $BGNE This week I talk about M&A and licensing deals - data clearly shows how China is on the rise as a source of drugs for global Pharma. https://on.soundcloud.com/gzcy7uMM6vnnVpdc9 https://on.soundcloud.com/gzcy7uMM6vnnVpdc9"  
[X Link](https://x.com/SamFazeli8/status/1847930426565800414)  2024-10-20T09:18Z [----] followers, [---] engagements


"Sorry - late again - was enjoying meeting companies in China and Japan. $ALNY $BMRN $EDIT $JNJ $MRK $NTLA $RHHBY $RVMD $SAN $VKTX Listen to ACIP Triple Meeting Takeaways; Earnings Update: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/hAvyvnNtqkRehyXN6 https://on.soundcloud.com/hAvyvnNtqkRehyXN6"  
[X Link](https://x.com/SamFazeli8/status/1851670226980737260)  2024-10-30T16:59Z [----] followers, [----] engagements


"$LLY $ZLAB $BIIB $AMGN $RHHBY Lilly GLP-1 Miss; Zai Lab In Lung Cancer; CTAD Updates: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/38h5vKg1upwXew3dA https://on.soundcloud.com/38h5vKg1upwXew3dA"  
[X Link](https://x.com/SamFazeli8/status/1853798636313776156)  2024-11-05T13:56Z [----] followers, [---] engagements


"$NVO $VKTX $ZEAL $AZN $ACLX $GILD US Elections Impact; Pharma Earnings; ObesityWeek: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/g2AGjzsskmkrc56q9 https://on.soundcloud.com/g2AGjzsskmkrc56q9"  
[X Link](https://x.com/SamFazeli8/status/1856277859473445198)  2024-11-12T10:08Z [----] followers, [----] engagements


"$AMGN $NBIX $GPCR $BMY $RHHBY $ABBV Amgen MariTide Neurocrine's [---] DLBCL: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/g3iMQXAK2y7a6D26A https://on.soundcloud.com/g3iMQXAK2y7a6D26A"  
[X Link](https://x.com/SamFazeli8/status/1858900633190891645)  2024-11-19T15:50Z [----] followers, [---] engagements


"@adamfeuerstein Whats interesting is that Hanson also has a clinical stage drug in obesity and $MRK went for the preclinical oral"  
[X Link](https://x.com/SamFazeli8/status/1869351898618466424)  2024-12-18T11:59Z [----] followers, [----] engagements


"This explains a lot - very interesting paper. Adipose tissue retains an epigenetic memory of obesity after weight loss Nature https://www.nature.com/articles/s41586-024-08165-7 https://www.nature.com/articles/s41586-024-08165-7"  
[X Link](https://x.com/SamFazeli8/status/1869777154491224239)  2024-12-19T16:09Z [----] followers, [----] engagements


"Its not 25% - so shares selling off. But as I have been saying I think we are hiring the ceiling of how much weight loss is possible especially when youre not enrolling 150kg patients. Even then how fast does your body allow you to lose over [--] weeks https://www.novonordisk.com/news-and-media/news-and-ir-materials/news-details.html https://www.novonordisk.com/news-and-media/news-and-ir-materials/news-details.html"  
[X Link](https://x.com/SamFazeli8/status/1870059593495195689)  2024-12-20T10:52Z [----] followers, [---] engagements


"@daphnezohar @drrichjlaw @BiotechCH @cngarabedian @bradloncar @YaronWerber Did $GLPG have autonomy in acquiring assets or did $GILD have veto power Why didnt $GLPG ever do a China deal or a $VIR type deal with a large pharma"  
[X Link](https://x.com/SamFazeli8/status/1877389869099397295)  2025-01-09T16:19Z [----] followers, [---] engagements


"@adar170 @daphnezohar @drrichjlaw @BiotechCH @cngarabedian @bradloncar @YaronWerber Still - did $GILD have a veto"  
[X Link](https://x.com/SamFazeli8/status/1877393500548792451)  2025-01-09T16:34Z [----] followers, [---] engagements


"@andrew02114 @Myeloma_Doc Do people prefer the $SAN Sarclissa device to the $JNJ Darzalex sub q injection"  
[X Link](https://x.com/SamFazeli8/status/1878487731581354246)  2025-01-12T17:02Z [----] followers, [---] engagements


"$JNJ $GLPG $GILD $PFE $SGMO $VRTX $SANA $AMGN $BMY $JANX $VIR $NUVL Key [----] Catalysts in Obesity Cancer; J&Js Win: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/SEyCNLaSzQg2vJv29 https://on.soundcloud.com/SEyCNLaSzQg2vJv29"  
[X Link](https://x.com/SamFazeli8/status/1879167254732198166)  2025-01-14T14:02Z [----] followers, [----] engagements


"One of the most interesting comments so far from #JPM2025 from $LLY CEO on M&A: Probably the rate limiter is the amount of funded ideas in the VC universe that are salable that have data and are of the quality that we're willing to transact. And we may be getting close to that"  
[X Link](https://x.com/SamFazeli8/status/1879438121097658442)  2025-01-15T07:59Z [----] followers, [----] engagements


"Well this will put the cat amongst the pigeons $LLY $NVS $PFE Comparative overall survival of CDK4/6 inhibitors plus an aromatase inhibitor in HR+/HER2- metastatic breast cancer in the US real-world setting - PubMed https://pubmed.ncbi.nlm.nih.gov/39754979/ https://pubmed.ncbi.nlm.nih.gov/39754979/"  
[X Link](https://x.com/SamFazeli8/status/1879847849053049110)  2025-01-16T11:07Z [----] followers, [----] engagements


"@Masterofwhine @Peter_Conradi I agree - but the best comparison is to speak with the doctors from the two regions (and others) - healthcare is on its knees in different ways in most jurisdictions. Some are definitely on last legs. Why cant UK be like France: ask for 20% of costs covered by insurance"  
[X Link](https://x.com/SamFazeli8/status/1880924008818041076)  2025-01-19T10:23Z [----] followers, [--] engagements


"$MRNA $BIIB $SAGE $ALEC $LLY $ARGX $MDGL $GMAB $NVO $GSK $ROG JPM Takeaways Preliminary Sales [----] Guidance: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/yxQhiYrCRMK5DavT9 https://on.soundcloud.com/yxQhiYrCRMK5DavT9"  
[X Link](https://x.com/SamFazeli8/status/1882009113196212674)  2025-01-22T10:15Z [----] followers, [---] engagements


"$BLCO $TEVA $NVO $GSK $MRK $LLY $PFE $SAN $BMY $GILD Listen to Large Pharma Earnings; IRA Updates: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/m52aGSXoKdien3RS6 https://on.soundcloud.com/m52aGSXoKdien3RS6"  
[X Link](https://x.com/SamFazeli8/status/1884361528314655143)  2025-01-28T22:02Z [----] followers, [----] engagements


"$TEVA $PFE $BMY $NVO $JNJ $MDGL $MRK $BIIB $LLY $RVMD $AZN RFK Jr Hearing ASCO GI Alzheimer's Catalysts: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/GVNzTZ65bqAYWLvz5 https://on.soundcloud.com/GVNzTZ65bqAYWLvz5"  
[X Link](https://x.com/SamFazeli8/status/1885305486007730247)  2025-01-31T12:33Z [----] followers, [---] engagements


"$VKTX $ZEAL $MTSR $GPCR $ALT Novos comments about two different groups of responders emerging in REDEFINE [--] suggests we should have lower confidence in small Phase [--] trials"  
[X Link](https://x.com/SamFazeli8/status/1887120844779827457)  2025-02-05T12:47Z [----] followers, [----] engagements


"$MRNA $BMY $MRK $PFE $AZN $REGMY $NUVL $ABBV $ALLO $BHC $BLCO $IONS $BMRN $TEVA $RDY $GILD $JNJ Washington Latest; Moderna Nuvalent & ASCO GU: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/CCYnVwoYQzn8NSeaA https://on.soundcloud.com/CCYnVwoYQzn8NSeaA"  
[X Link](https://x.com/SamFazeli8/status/1894296115350012106)  2025-02-25T07:59Z [----] followers, [---] engagements


"$AZN $MDGL $JNJ $LEGN $ACLX $SNY $MRNA $BMY $RVMD $PRTA $BBIO $ALNY $RHHBY Astra Madrigal Updates; Biotech Earnings: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/BE4QPhVgaWfVosdM9 https://on.soundcloud.com/BE4QPhVgaWfVosdM9"  
[X Link](https://x.com/SamFazeli8/status/1896495227474792543)  2025-03-03T09:37Z [----] followers, [----] engagements


"It was a pleasure to speak with $ACLX CEO Rami Elghandour https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000699025389 https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000699025389"  
[X Link](https://x.com/SamFazeli8/status/1900198209470759159)  2025-03-13T14:52Z [----] followers, [---] engagements


"Sorry a bit later than I should have $ALLO $IPSC $SANA $BEAM Listen to 340B Outlook Tariffs Century and Beam Updates: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/Z2Ly3XjjW6UC4tb86 https://on.soundcloud.com/Z2Ly3XjjW6UC4tb86"  
[X Link](https://x.com/SamFazeli8/status/1904811003621040635)  2025-03-26T08:21Z [----] followers, [---] engagements


"Love this: Michael Dell had very low capital employed at $DELL because He didnt have much capital :-) https://podcasts.apple.com/gb/podcast/in-good-company-with-nicolai-tangen/id1614211565i=1000679964337 https://podcasts.apple.com/gb/podcast/in-good-company-with-nicolai-tangen/id1614211565i=1000679964337"  
[X Link](https://x.com/SamFazeli8/status/1905949087112798522)  2025-03-29T11:44Z [----] followers, [---] engagements


"$JNJ $CGON $AURA $TARA $BIIB $IONS $PTCT $NVS $NOV $GPCR $LLY $VKTX $IVBXF Listen to Washington Updates; Obesity Pipeline; MDA/EAU Data: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/D8NuTdYnw65ijtFSA https://on.soundcloud.com/D8NuTdYnw65ijtFSA"  
[X Link](https://x.com/SamFazeli8/status/1906615192600862906)  2025-03-31T07:50Z [----] followers, [----] engagements


"$GURBF US $ABBV $NVO $MTSR $VKTX $GPCR $ZLDPF $AMGN $SNY $RHHBY $PRTA $ANVS $LLY $ALC $AZN Listen to Liberation Day for Pharma; Obesity & Parkinson: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/jgu74Fs44ouHznL18 https://on.soundcloud.com/jgu74Fs44ouHznL18"  
[X Link](https://x.com/SamFazeli8/status/1909861099958116763)  2025-04-09T06:49Z [----] followers, [----] engagements


"@WallStSai @BiotechCH What didnt make sense is $NVS said $23bn for [--] new sites and $RHHBY said $50bn for [--] new sites. Why The latter includes standard R&D investments. $RHHBY already has a big US footprint"  
[X Link](https://x.com/SamFazeli8/status/1914642405770363241)  2025-04-22T11:28Z [----] followers, [---] engagements


"$LLY $NVO $GPCR $VKTX $AZN $MRK $RHHBY $AMGN $MNMD $JNJ $CYBN $SDZNY $ $VTRS $TEVA $BHC - sorry for late posting - Listen to Oral Obesity Drugs; AACR Preview; Lynparza Generics: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/19baA7PXfbtwnJ1t9 https://on.soundcloud.com/19baA7PXfbtwnJ1t9"  
[X Link](https://x.com/SamFazeli8/status/1917316333450191323)  2025-04-29T20:33Z [----] followers, [---] engagements


"$MRK $JNJ $CGON $AZN $PFE $TARA $AGEN $GSK $REGN $BNTX $RVMD $HNSPF $SMMT $AKESF $GILD Listen to Washington Updates; Obesity Pipeline; MDA/EAU Data: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/zSErtLJqPKvcvroC7 https://on.soundcloud.com/zSErtLJqPKvcvroC7"  
[X Link](https://x.com/SamFazeli8/status/1918185038547386659)  2025-05-02T06:05Z [----] followers, [---] engagements


"$MRK $JNJ $CGON $AZN $PFE $TARA $AGEN $GSK $REGN $BNTX $RVMD $HNSPF $SMMT $AKESF $GILD Listen to Washington Policies Cancer Conference Updates: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/ZTxsURmcbhRnr5uv8 https://on.soundcloud.com/ZTxsURmcbhRnr5uv8"  
[X Link](https://x.com/SamFazeli8/status/1918192467817664702)  2025-05-02T06:34Z [----] followers, [----] engagements


"$MRK $JNJ $CGON $AZN $PFE $TARA $AGEN $GSK $REGN $BNTX $RVMD $HNSPF $SMMT $AKESF $GILD Listen to Washington Policies Cancer Conference Updates: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/cLNxTLgXASd3duQx5 https://on.soundcloud.com/cLNxTLgXASd3duQx5"  
[X Link](https://x.com/SamFazeli8/status/1919757441153065080)  2025-05-06T14:13Z [----] followers, [----] engagements


"I had not realised that according to them $NVO did not seek exclusivity with $CVS for Wegovy - suggesting they did not negotiate on price - as I had assumed"  
[X Link](https://x.com/SamFazeli8/status/1920367331391259083)  2025-05-08T06:37Z [----] followers, [---] engagements


"Nice to see the DFS impact - but is it enough to have no detrimental impact on OS Imfinzi . statistically significant and clinically meaningful improvement in disease-free survival for high-risk non-muscle-invasive bladder cancer in POTOMAC https://www.astrazeneca.com/media-centre/press-releases/2025/imfinzi-improved-dfs-in-early-bladder-cancer.html https://www.astrazeneca.com/media-centre/press-releases/2025/imfinzi-improved-dfs-in-early-bladder-cancer.html"  
[X Link](https://x.com/SamFazeli8/status/1920732044046266841)  2025-05-09T06:46Z [----] followers, [---] engagements


"Sorry - late again. $BNTX $BMY $MRK $PFE $AMGN $JNJ $ABBV $NVS $AZN $GSK $SNY $NVO $BIIB $ESAIY $LLY $RVMD $REGN Listen to US Drug Prices; Patent Cliffs; Alzheimers Survey: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/Kp9S8G6NuPBH397GA https://on.soundcloud.com/Kp9S8G6NuPBH397GA"  
[X Link](https://x.com/SamFazeli8/status/1922207127189520706)  2025-05-13T08:27Z [----] followers, [----] engagements


"@BiotechCH I repeated a comment by $AZN CEO Pascal Soriot that EU only spends 7% of its healthcare on drugs. While that is correct across EU Germany 17% Italy 19% and Spain 22%. These are tough numbers to work out - so happy to hear otherwise from people closer to them - like OECD"  
[X Link](https://x.com/SamFazeli8/status/1922276308005892515)  2025-05-13T13:02Z [----] followers, [----] engagements


"@krdanielahn @BiotechCH As I said - its tough. Is it government spending on drugs or also out of pocket Etc"  
[X Link](https://x.com/SamFazeli8/status/1922426219238219838)  2025-05-13T22:58Z [----] followers, [--] engagements


"$GILD $VRTX $AZN $REGN $BMY $GK $1348180D $BIIB $ESAIY $LLY $NVO $ZTS $IDXX $ELAN Listen to US Drug Pricing Alzheimers Survey Pet Economy: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://soundcloud.com/bloombergintelligence/8c09e71d-dad4-452d-8f0a-6f56ff0ded92ref=thirdParty&p=i&c=0&si=1F75F179B6144989B58F5402258F7186&utm_source=thirdParty&utm_medium=text&utm_campaign=social_sharing"  
[X Link](https://x.com/SamFazeli8/status/1923332190407983206)  2025-05-16T10:58Z [----] followers, [----] engagements


"@adamfeuerstein Wow - lets hope data from $SMMT Harmoni trial in second EGFr resistant patients looks as good as Akesos data"  
[X Link](https://x.com/SamFazeli8/status/1924697410665648357)  2025-05-20T05:23Z [----] followers, [---] engagements


"@adamfeuerstein Some data was reported at JPM - 70.8% ORR in NSCLC 1L TPS1% more data at ASCO"  
[X Link](https://x.com/SamFazeli8/status/1924710341943975980)  2025-05-20T06:14Z [----] followers, [---] engagements


"@adamfeuerstein And I bet the mFU was only about [--] or [--] months then. So would be great to see the updated ORR (which I assume $PFE has seen) and the preliminary PFS curves"  
[X Link](https://x.com/SamFazeli8/status/1924791209320477008)  2025-05-20T11:35Z [----] followers, [---] engagements


"@DrMakaryFDA So this conversation brought up a topic not in the paper: may be you dont need a shot every year. May be its every two years or three years. That would have a big impact for $BNTX $MRNA and $PFE"  
[X Link](https://x.com/SamFazeli8/status/1925242866428727670)  2025-05-21T17:30Z [----] followers, [---] engagements


"$MRNA $PFE $BNTX $NVAX $TRSBF $SMMT $JNJ $GMAB $URGN $AMGN $SNY $VIGL $MRUS $MRK $BCAX $ZTS $IONS $BHC Listen to DC Update Biopharma 1Q Ownership ASCO Preview: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://soundcloud.com/bloombergintelligence/c5e7f8de-60f1-4269-829f-3af5096e37acref=thirdParty&p=i&c=0&si=AE87990F198D4D43B81AECDDF54854F9&utm_source=thirdParty&utm_medium=text&utm_campaign=social_sharing"  
[X Link](https://x.com/SamFazeli8/status/1925916386926199152)  2025-05-23T14:07Z [----] followers, [----] engagements


"I had a great conversation with Houman Ashrafian head of R&D at $SAN. I wish it was just after the $VIGL acquisition but sadly it was a week or so before. https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000709421486 https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000709421486"  
[X Link](https://x.com/SamFazeli8/status/1926334505414975772)  2025-05-24T17:48Z [----] followers, [----] engagements


"IO meets Alzheimers. May be there is something that those TIM-3 antibodies could do here in combination with anti-amyloid antibodies. Immune checkpoint TIM-3 regulates microglia and Alzheimers disease Nature https://www.nature.com/articles/s41586-025-08852-z https://www.nature.com/articles/s41586-025-08852-z"  
[X Link](https://x.com/SamFazeli8/status/1926369657428070436)  2025-05-24T20:08Z [----] followers, [---] engagements


"@DrMakaryFDA @BenShapiroShow So the FDA needs clinical trial data for LP.8.1 booster shot $MRNA $PFE $BNTX - what size trial When Is it enough to do it during the expected summer peak What if there isnt a summer peak"  
[X Link](https://x.com/SamFazeli8/status/1928228530199871624)  2025-05-29T23:14Z [----] followers, [---] engagements


"@adamfeuerstein Good news for $SMMT SBNTX and $PFE. But why couldnt they get it as an LBA at ASCO Now we have to go to beautiful Barcelona for WCLC or Berlin for ESMO :-)"  
[X Link](https://x.com/SamFazeli8/status/1928397623456563235)  2025-05-30T10:26Z [----] followers, [---] engagements


"@MysteriousMole1 The recently approved MARIPOSA-2 regime has very similar PFS and OS data. And IO in 2L EGFR patients has not worked. No point adding Keytruda as control arm. Its not approved. $JNJ $SMMT $BNTX $PFE"  
[X Link](https://x.com/SamFazeli8/status/1928423182173675837)  2025-05-30T12:08Z [----] followers, [---] engagements


"@MysteriousMole1 So I am perplexed why the FDA wants OS from $SMMT and did not ask for it from $JNJ"  
[X Link](https://x.com/SamFazeli8/status/1928449801273663988)  2025-05-30T13:53Z [----] followers, [---] engagements


"$MRNA $PRTA $MRUS $BCAX $AZN $GILD $MRK $DSNKY $RHHBY $LLY $CORT $ESAIY $RDY Listen to Upcoming Data Highlights at ASCO Prothena Miss: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/J1i7QvmrYFTbQ2YP23 https://on.soundcloud.com/J1i7QvmrYFTbQ2YP23"  
[X Link](https://x.com/SamFazeli8/status/1928509890517152061)  2025-05-30T17:52Z [----] followers, [----] engagements


"The 3S Bio poster at 13:30 :-) $PFE"  
[X Link](https://x.com/SamFazeli8/status/1928882029786964158)  2025-05-31T18:31Z [----] followers, [----] engagements


"@adamfeuerstein @matthewherper This is good news. And what are the PD-1 vs PD-L1 crowd going to say now Or those who kept pointing to the higher AEs Or the lack of OS stat sig for $SMMT And why not $TIL $BNTX"  
[X Link](https://x.com/SamFazeli8/status/1929491115000127764)  2025-06-02T10:51Z [----] followers, [----] engagements


"So $AZN has almost [----] patients in [--] Phase [--] trials with rilvegostomig (tigit bispecific Fc silenced). Data rolls out from next year potentially. Listen to @BiotechCH tomorrow as we dig into some of the data at @ASCO"  
[X Link](https://x.com/SamFazeli8/status/1930622642312155257)  2025-06-05T13:48Z [----] followers, [---] engagements


"Listen to Deep ASCO Review; BioNTech & Regeneron Deals: BI Drug Call; Bloomberg Intelligence #np on #SoundCloud $REGN $HNSPF $JNJ $BNTX $BMY $SMMT $TIL $PFE $TRSBF $AKESF $AZN $IVBXF $RHHBY $JAZZ $AMGN $ZYME $RVMD $DSNKY $GILD $MRK $RCUS $LEGN $MRUS $BCAX https://on.soundcloud.com/MnqU57Bv7gQkjBZ3YK https://on.soundcloud.com/MnqU57Bv7gQkjBZ3YK"  
[X Link](https://x.com/SamFazeli8/status/1930941585719455954)  2025-06-06T10:55Z [----] followers, [----] engagements


"@adamfeuerstein So here is the wave of M&A people were looking for"  
[X Link](https://x.com/SamFazeli8/status/1934926998419464231)  2025-06-17T10:52Z [----] followers, [---] engagements


"@adamfeuerstein Also - remember that $LLY already had a share of this PCSK9 programme"  
[X Link](https://x.com/SamFazeli8/status/1934928650194817516)  2025-06-17T10:58Z [----] followers, [---] engagements


"$LLY $VERV deal is for in vivo gene editing - one of the topics I spoke about with the $AZN team here"  
[X Link](https://x.com/SamFazeli8/status/1934929252673310745)  2025-06-17T11:00Z [----] followers, [---] engagements


"@MSollender A far cry versus the $74 all time high but still nice to see. I suppose all gene editors will be up today"  
[X Link](https://x.com/SamFazeli8/status/1934929928492814723)  2025-06-17T11:03Z [----] followers, [---] engagements


"$MRK $LLY $NVO $TERN $VKTX $AMGN $ZLDPY $RHHBY $VERV $CMPS $JNJ $GHRS $ATAI $REGN $AZN $1867945D Listen to ADA Recap Gene Editing M&A Upcoming Repatha Data: BI DRUG CALL by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/tpXLlI1EEO6frVEdRo https://on.soundcloud.com/tpXLlI1EEO6frVEdRo"  
[X Link](https://x.com/SamFazeli8/status/1938881271939187000)  2025-06-28T08:44Z [----] followers, [----] engagements


"@easyJet why do you charge a [--] cancellation fee in the [--] hour cancellation window @British_Airways does not. What is the justification"  
[X Link](https://x.com/SamFazeli8/status/1940669507498127691)  2025-07-03T07:10Z [----] followers, [---] engagements


"Happy 4th of July to our US friends- $MRK $BMY $ABBV $GILD $NVO $MRNA $SNY $LLY $BAYRY $GSK $ATAI Listen to Tax Bill Outlook Moderna Flu Win Pharma Heatmap: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/ypxvNG7JIvJhqjmwGs https://on.soundcloud.com/ypxvNG7JIvJhqjmwGs"  
[X Link](https://x.com/SamFazeli8/status/1941043785888137570)  2025-07-04T07:57Z [----] followers, [----] engagements


"@ZacharyBrennan Not just if it works Zach - how well it works what are the side effects etc etc"  
[X Link](https://x.com/SamFazeli8/status/1943686581057135071)  2025-07-11T14:59Z [----] followers, [--] engagements


"$MRK $VRNA $RVMD $RPRX $IPSC $RHHBY Listen to IRA Changes; Merck M&A; Revolution Funding Deal - Why we believe consensus is too conservative on daraxonrasib: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/nntjwIa4Oa0jYI9DrH https://on.soundcloud.com/nntjwIa4Oa0jYI9DrH"  
[X Link](https://x.com/SamFazeli8/status/1944692964179005885)  2025-07-14T09:38Z [----] followers, [----] engagements


"We did a survey of [--] US lung physicians asking which trials are likely to be practice changing. $SMMT $AZN $BNTX $BMY $GILD https://blinks.bloomberg.com/news/stories/szfcpdt0g1kw https://blinks.bloomberg.com/news/stories/szfcpdt0g1kw"  
[X Link](https://x.com/SamFazeli8/status/1945097765014372666)  2025-07-15T12:27Z [----] followers, [----] engagements


"Can $NVO @MyWegovy have patents go out as far as [----] $JNJ $NVS $PFE $BMY $RHHBY $AZN $GILD $SMMT $BNTX $REGN $MRK $JHPCY $LLY $MDGL J&J Novartis 2Q; Obesity Patents; Lung Survey: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/yq5c1jb5sJMPNUh32y https://on.soundcloud.com/yq5c1jb5sJMPNUh32y"  
[X Link](https://x.com/SamFazeli8/status/1946915707985260788)  2025-07-20T12:50Z [----] followers, [----] engagements


"Quantum computing On a day that $NVO is looking very bleak this conversation with @novonordiskfond Chief Scientific Officer Lene Oddershede is the opposite. https://podcasts.apple.com/gb/podcast/tech-disruptors/id1621165150i=1000719634274 https://podcasts.apple.com/gb/podcast/tech-disruptors/id1621165150i=1000719634274"  
[X Link](https://x.com/SamFazeli8/status/1950192348220080183)  2025-07-29T13:51Z [----] followers, [---] engagements


"@adamfeuerstein @HelenBranswell The issue here is not as much the actual cancellations (which I think had been previously alluded to) but the nactive commentary about mRNA vaccine use in respiratory viruses. Where does that view come from Dear @HHSGov please share the data that supports it"  
[X Link](https://x.com/SamFazeli8/status/1952988394817990726)  2025-08-06T07:01Z [----] followers, [---] engagements


"@adamfeuerstein @elaineywchen Share price is under huge pressure pre market. This obesity market is like a game of snake and ladders. And I guess Lilly has now set the bar for the oral small molecules from $AZN and $ROG"  
[X Link](https://x.com/SamFazeli8/status/1953431284849537079)  2025-08-07T12:21Z [----] followers, [---] engagements


"$MRNA $BNTX Interesting. Suggests strategies that target immune surveillance such as cancer vaccines may help prevent these latent cells from replacing - assuming memory T-cells remain Sleeping cancer cells in the lungs can be roused by COVID and flu https://www.nature.com/articles/d41586-025-02420-1 https://www.nature.com/articles/d41586-025-02420-1"  
[X Link](https://x.com/SamFazeli8/status/1958098018671972600)  2025-08-20T09:25Z [----] followers, [---] engagements


"@adamfeuerstein This recommendation is brining the US more in line with European countries - but we always say that access is not good in Europe. Also its the constant chiselling away that is concerning: more limited vaccines CDC implosion and the head of the Covid-19 workgroup"  
[X Link](https://x.com/SamFazeli8/status/1960995423838932993)  2025-08-28T09:18Z [----] followers, [---] engagements


"I am now wondering what the ACIP meeting on [--] September could bring. My initial reaction was that it would be just a discussion of Covid (plus other stuff) - could it herald yet another shift Crisis within CDC is spilling into real world experts say https://t.co/XMFI2ZOOum via @cooney_liz Crisis within CDC is spilling into real world experts say https://t.co/XMFI2ZOOum via @cooney_liz"  
[X Link](https://x.com/SamFazeli8/status/1961323603342807436)  2025-08-29T07:02Z [----] followers, [---] engagements


"A lot in todays call $NVAX $MRNA $BNTX $LLY $NVO $GPCR $MTSR $AMGN $ZLDPF $SRRK $AZN $RHHBY $CRSP $VRTX $CRBU $NTLA $EDIT $BEAM Listen to Pharma Policy Obesity Catalysts Oral SERDs Data: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/MmlAIkjuKP565JLn8t https://on.soundcloud.com/MmlAIkjuKP565JLn8t"  
[X Link](https://x.com/SamFazeli8/status/1961465400945938667)  2025-08-29T16:26Z [----] followers, [----] engagements


"@adamfeuerstein Sad"  
[X Link](https://x.com/SamFazeli8/status/1963247247228895340)  2025-09-03T14:26Z [----] followers, [---] engagements


"Liz Trump oh sorry Truss policies are a copy of President Trumps. The problem is that she doesnt have the US Dollar and the US economy behind her. https://podcasts.apple.com/gb/podcast/odd-lots/id1056200096i=1000723849775 https://podcasts.apple.com/gb/podcast/odd-lots/id1056200096i=1000723849775"  
[X Link](https://x.com/SamFazeli8/status/1963917485658271782)  2025-09-05T10:49Z [----] followers, [---] engagements


"@RManochakian @OncoAlert @NEJM Interesting timing for this paper - the same day that $AZN Flaura-2 reported. And. HR for OS is pretty similar (0.75 vs [----] for Flaura-2) and [--] year OS of 60% vs 63% for Flaura-2 - with the osi arm in both trials identical at 51%"  
[X Link](https://x.com/SamFazeli8/status/1964682852223930543)  2025-09-07T13:31Z [----] followers, [--] engagements


"@yaireinhorn @barronsonline @BiotechCH @TimOpler @Stifel @daphnezohar @bradloncar @BrandonVanZee @Maximus_Holla @LifeSciVC @MatteisPaul I think $LLY started their direct to consumer marketing for their obesity drugs before the President suggested that"  
[X Link](https://x.com/SamFazeli8/status/1964687005700460585)  2025-09-07T13:47Z [----] followers, [---] engagements


"Amazing value creation again by @clive_meanwell $MTSR $PFE"  
[X Link](https://x.com/SamFazeli8/status/1970080353390875105)  2025-09-22T10:58Z [----] followers, [----] engagements


"@yaireinhorn @WSJ @Loftus @Maximus_Holla @unusual_whales @BiotechCH @bradloncar @TimOpler @Stifel Have a listen to Roche $RHHBY Pharma day yesterday - $50bn committed = one manufacturing facility These numbers are totals of everything they are going to spend in the US over the next [--] years including standard R&D etc. Still great but a lot of it would have been spent anyway"  
[X Link](https://x.com/SamFazeli8/status/1970558063771033900)  2025-09-23T18:37Z [----] followers, [---] engagements


"Well done to my colleague senior analyst Matt Henriksson. This is an excellent podcast and a must listen for those wondering how machine learning and AI is helping medical progress. https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000728394806 https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000728394806"  
[X Link](https://x.com/SamFazeli8/status/1972525914027172089)  2025-09-29T04:56Z [----] followers, [---] engagements


"@Biohazard3737 Have a look at the $ROCHE #Acterma news out of Paris yesterday. More promising"  
[X Link](https://x.com/SamFazeli8/status/1254993556219052033)  2020-04-28T04:39Z [----] followers, [--] engagements


"@askdrfitz But you also gave up a lot of other stuff by avoiding cookies brownies etc. Its not just the sugar"  
[X Link](https://x.com/SamFazeli8/status/1308629272194617344)  2020-09-23T04:48Z [----] followers, [--] engagements


"@BertrandBio @PredatorDiaries But why wouldnt it be seen with $PFE and $BNTX if it wasnt to do with the mRNA dose It also has implications for how many variants can be inserted into one shot unless they lower mRNA dose for each"  
[X Link](https://x.com/SamFazeli8/status/1367395826562138112)  2021-03-04T08:45Z [----] followers, [--] engagements


"@BertrandBio @PredatorDiaries Lets consider these. 1) T-cell response is the culprit indicating that the longer term effectiveness of $MRNA is than $PFE $BNTX 2) $MRNA persists longer at injection site so when T-cells are fully activated or the individual encounters virus again you get the rxn. Others"  
[X Link](https://x.com/SamFazeli8/status/1367400475201536001)  2021-03-04T09:04Z [----] followers, [--] engagements


"Shouldnt Israeli cases be falling like a stone given that they passed 70% vaccination with [--] dose more than two weeks ago $PFE $BNTX $MRNA"  
[X Link](https://x.com/SamFazeli8/status/1367534890917515265)  2021-03-04T17:58Z [----] followers, [--] engagements


"@JanakiramMurali @RahulBanerjeeMD @ManniMD1 So which do you have most hopes for anito -cel or GC012F"  
[X Link](https://x.com/SamFazeli8/status/1769009762602037349)  2024-03-16T14:36Z [----] followers, [---] engagements


"$gsk $alny $ivbxf $nvo $lly $nvs Listen to China Obesity Landscape; AML and DLBCL Surveys: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://soundcloud.com/bloombergintelligence/china-obesity-landscape-aml-and-dlbcl-surveys-bi-drug-call https://soundcloud.com/bloombergintelligence/china-obesity-landscape-aml-and-dlbcl-surveys-bi-drug-call"  
[X Link](https://x.com/SamFazeli8/status/1846196256969801790)  2024-10-15T14:27Z [----] followers, [---] engagements


"$MRNA - never saw GBS in RSV trial and now sees one in norovirus trial Is it specific to the antigens"  
[X Link](https://x.com/SamFazeli8/status/1890376545090281733)  2025-02-14T12:24Z [----] followers, [----] engagements


"$NVS $LLY $GSK $MRK $MKKGY $SWTX $PFE $BMY $RCUS $AMGN $GPCR $MTSR $NVO $ZLDPF $TERN $VKTX $ABBV $JNJ $RHHBY $SNY Listen to Obesity Survey ASCO GU and Large Pharma in 2025: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/49QNnJNErm3yCAS68 https://on.soundcloud.com/49QNnJNErm3yCAS68"  
[X Link](https://x.com/SamFazeli8/status/1891469803803587054)  2025-02-17T12:48Z [----] followers, [----] engagements


"So why is the market so focused on $MRNA $ MRK when $BNTX has the best immunology out there Nature research paper: RNA neoantigen vaccines prime long-lived CD8+ T cells in pancreatic cancer https://t.co/dHSd6ErLwP Nature research paper: RNA neoantigen vaccines prime long-lived CD8+ T cells in pancreatic cancer https://t.co/dHSd6ErLwP"  
[X Link](https://x.com/SamFazeli8/status/1892536109466288528)  2025-02-20T11:25Z [----] followers, [----] engagements


"$ABBV $GUBRF $ZLDPF $NVO $GPCR $VKTX $AZN $LLY $PFE $RHHBY $ALNY $JAZZ $CMRX $TEVA $SNY $RNAC Listen to AbbVie Obesity Win Pipeline Updates FDA Hearing: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/88irBifLL3R91dmb6 https://on.soundcloud.com/88irBifLL3R91dmb6"  
[X Link](https://x.com/SamFazeli8/status/1897992757026992572)  2025-03-07T12:48Z [----] followers, [----] engagements


"$ZLDPF $GMAB $RHHBY $NVO $PFE $ARVN $JNJ $ESAIY $BIIB $LLY $BNTX Listen to CDC Changes Obesity Latest Alzheimer's Updates: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/oYB2Pkz2xELdd7Ag8 https://on.soundcloud.com/oYB2Pkz2xELdd7Ag8"  
[X Link](https://x.com/SamFazeli8/status/1901688487415267652)  2025-03-17T17:34Z [----] followers, [----] engagements


"Timely podcast given $AZNs deal in China. It was an absolute pleasure to talk to @susanmgalbraith and @DFredUS https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000712585425 https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000712585425"  
[X Link](https://x.com/SamFazeli8/status/1933446108132299199)  2025-06-13T08:47Z [----] followers, [----] engagements


"$MTSR $LLY $NVO $ZLDPY $RHHBY $VKTX $AMGN $TERN $KURA $KYKOY $SNDX $ABBV $URGN Listen to Washington Latest ADA & EHA Conferences: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/7gfzYu6gsTkldtuPyq https://on.soundcloud.com/7gfzYu6gsTkldtuPyq"  
[X Link](https://x.com/SamFazeli8/status/1934916941019259171)  2025-06-17T10:12Z [----] followers, [----] engagements


"$RPRX $RVMD What Does Royalty Pharma's Revolution Medicine Deal Tell us About The Emerging KRAS-Addicted Cancer Market Our modelling suggests that for the deal to work for $RPRX the [--] year cumulative sales of daraxonrasib need to reach $50 billion: https://blinks.bloomberg.com/news/stories/SZ0JDEDWLU6B https://blinks.bloomberg.com/news/stories/SZ0JDEDWLU6B"  
[X Link](https://x.com/SamFazeli8/status/1942144244690677773)  2025-07-07T08:50Z [----] followers, [----] engagements


"Forbion is one of the largest European VCs focused on biotech. Whats their view on Europe What kind of companies do they look for How do they work with companies I cover these topics and more in this podcast. $BCYC @MarianaOncology $NAMS https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000715593194 https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000715593194"  
[X Link](https://x.com/SamFazeli8/status/1943628290423492871)  2025-07-11T11:07Z [----] followers, [---] engagements


"What do rates falling mean for biotech $SGBCF US (Henlius) $SMMT US $GILD US $NVO US $LLY US $JNJ US $ABBV US $SNY US $RHHBY US Listen to Next IRA List CBER Head Return Pharma Valuation: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/VPilGcosgElcdUj8km https://on.soundcloud.com/VPilGcosgElcdUj8km"  
[X Link](https://x.com/SamFazeli8/status/1956351780838658253)  2025-08-15T13:46Z [----] followers, [---] engagements


"Obesitys game of snakes and ladders $VKTX $LLY $NVO $ZLDPF $RHHBY $MRK $GILD $ATAT $CYBN $ACET $NKTX $KYTX $SDZNY $TEVA $VTRS Listen to Obesity Model Biotech Catalysts Generics Outlook: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/jioeFAFJyRwqp0HCJ0 https://on.soundcloud.com/jioeFAFJyRwqp0HCJ0"  
[X Link](https://x.com/SamFazeli8/status/1958826656862544027)  2025-08-22T09:40Z [----] followers, [----] engagements


"I havent done a statistical analysis - but I dont think there have been many sessions when XBI is up big on a day that S&P is down. Plenty of good price moves on data (thank you $CYTK $IONS $UTHR $MLYS) helped as has the ongoing expectations of rate cuts. @BiotechCH"  
[X Link](https://x.com/SamFazeli8/status/1963149048333910344)  2025-09-03T07:56Z [----] followers, [----] engagements


"$AVTR $BRKR $ILMN $TMO $MRNA $BNTX $SNY $REGN $AMGN $IONS $ARWR $IONS $UTHR $AZN $BMY $LLY $NUVL $SMMT $ABBV $DSNKY Listen to NIH Budget; Modernas Covid Gloom; Ionis sHTG Data: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/6UFINsXkeXiOEwfe79 https://on.soundcloud.com/6UFINsXkeXiOEwfe79"  
[X Link](https://x.com/SamFazeli8/status/1964323800041803917)  2025-09-06T13:44Z [----] followers, [----] engagements


"From oncology to obesity and China $BNTX $BNY $SMMT $DSNKY $ABBV $MRK $AMGN $AZN $NUVL $SGBCF $RVMD $NVO $LLY $MTSR $REGN Listen to WCLC Wrap; Novo Restructuring; Washington News: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/5cvhZF4txDZGR5Mxu1 https://on.soundcloud.com/5cvhZF4txDZGR5Mxu1"  
[X Link](https://x.com/SamFazeli8/status/1967549106965946545)  2025-09-15T11:20Z [----] followers, [----] engagements


"Join us for a fantastic conversation on Friday at [--] EST after a great week for biotech. $XBI close to the magic [---] point level after a series of positive data readouts and an M&A deal to boot. $MTSR $PFE $MBX $QURE https://t.co/yi7NPUCtbK https://t.co/yi7NPUCtbK"  
[X Link](https://x.com/SamFazeli8/status/1971123978430513585)  2025-09-25T08:05Z [----] followers, [---] engagements


"Better late than never better never late :-) $MRK $BMY $GILD $GSK $PFE $AZN $AMGN $JNJ $NVS $RHHBY $GMAB $MRUS $EXEL Listen to IRA Guidance; Trump/Pfizer Agreement; Genmab Deal: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/YThI4KMAG24Lw7p52f https://on.soundcloud.com/YThI4KMAG24Lw7p52f"  
[X Link](https://x.com/SamFazeli8/status/1975569031236071882)  2025-10-07T14:28Z [----] followers, [----] engagements


"$NOV $AKRO $PFE $BBIO $ALNY $IONS $RNA $DYN $GILD $NOVN $AZN $MRK $DSNKY $RHHBY $LLY $IPSEY $TAK $HCM $BAYRY Listen to ESMO Preview; Cardio Rivalry; DM1 Race: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/ToCXr0c90F3PKVuLqe https://on.soundcloud.com/ToCXr0c90F3PKVuLqe"  
[X Link](https://x.com/SamFazeli8/status/1977652124654719288)  2025-10-13T08:26Z [----] followers, [----] engagements


"$AZN $PFE $LLY $GILD $NVO $GSK $JNJ $GMAB $MRUS $ZLDPF $RHHBY $MTSR $ABBV $MRK $NVS $SNN $ZBH Listen to Washington J&J Orpho Spin Eyecare Merus Deal: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/u8g5cQycDG6xftEUpT https://on.soundcloud.com/u8g5cQycDG6xftEUpT"  
[X Link](https://x.com/SamFazeli8/status/1979126760215065009)  2025-10-17T10:06Z [----] followers, [----] engagements


"So - the discussant for Harmoni-6 referred to a G5 due to bleeding - but we cant find it in the NEJM paper. What happening $SMMT"  
[X Link](https://x.com/SamFazeli8/status/1979944073021575508)  2025-10-19T16:13Z [----] followers, [----] engagements


"Hot off the heels of @myESMO here is a conversation with Susan Galbraith of $AZN - we had a tonne to talk about https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000733688947 https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000733688947"  
[X Link](https://x.com/SamFazeli8/status/1982788804726468703)  2025-10-27T12:37Z [----] followers, [---] engagements


"$NVS $RNA $SRRK $NTLA $BBIO $NVO $MTSR $PFE $VKTX $LLY $IVBXF $JHPCY $GSK Listen to Novo-Pfizer Bid War; Novartis M&A; BridgeBio Data Wins: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/Pj5J0wmdRhQrVQ0HDZ https://on.soundcloud.com/Pj5J0wmdRhQrVQ0HDZ"  
[X Link](https://x.com/SamFazeli8/status/1984181028387271083)  2025-10-31T08:49Z [----] followers, [----] engagements


"@adamfeuerstein @BrianSkorney They keep growing if it rains while youre running or when you go for a swim :-)"  
[X Link](https://x.com/SamFazeli8/status/1986489539582656694)  2025-11-06T17:43Z [----] followers, [---] engagements


"$NVO $PFE $MTSR $LLY $AZN $NVS $MRK $GSK $JNJ $BAYRY $BHVN $QURE $BMY $CRSP $VRTX $CRBU Listen to Metsera Bid Concerns DC Update Caribou Success: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/KbsMrwrSCOU21m8Aoh https://on.soundcloud.com/KbsMrwrSCOU21m8Aoh"  
[X Link](https://x.com/SamFazeli8/status/1987128073657913555)  2025-11-08T12:00Z [----] followers, [----] engagements


"Cosentyx generics not until [----] Has @BBGIntelligence gone mad $NVS $BNTX $PFE $ZLDPF $LLY $MTSR $JHPCY Listen to DC News Cosentyx Patent Upside BioNTech Obesity: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/oRGMQ348UmMZefDXwL https://on.soundcloud.com/oRGMQ348UmMZefDXwL"  
[X Link](https://x.com/SamFazeli8/status/1990096618922692650)  2025-11-16T16:36Z [----] followers, [----] engagements


"@yaireinhorn @WSJ @BiotechCH @TimOpler @bradloncar @daphnezohar @Maximus_Holla Hmmm - divide the $LLY profit by $AZN profit then do the same to market caps - what do you get to"  
[X Link](https://x.com/SamFazeli8/status/1991533577658573049)  2025-11-20T15:46Z [----] followers, [---] engagements


"Novo Alzheimers fail - I will eat ample humble pie https://www.novonordisk.com/news-and-media/news-and-ir-materials/news-details.html https://www.novonordisk.com/news-and-media/news-and-ir-materials/news-details.html"  
[X Link](https://x.com/SamFazeli8/status/1992918403074466051)  2025-11-24T11:29Z [----] followers, [----] engagements


"@adamfeuerstein @bigpharmaguy The MajesTEC-3 data are really strong - [--] month PFS of 83% vs around 57% in Cartitude-4 (reading from the KM curve)"  
[X Link](https://x.com/SamFazeli8/status/1994295962404114555)  2025-11-28T06:43Z [----] followers, [---] engagements


"@ddiamond @adamfeuerstein @rachel_roubein And I was just getting more positive on $MRNA and $BNTX :-("  
[X Link](https://x.com/SamFazeli8/status/1994766578215272792)  2025-11-29T13:53Z [----] followers, [----] engagements


"So FDA is looking into adult Covid vaccine deaths now - isnt $MRNA more exposed than $BNTX What am I missing"  
[X Link](https://x.com/SamFazeli8/status/1998471381781254151)  2025-12-09T19:14Z [----] followers, [----] engagements


"@yaireinhorn @aanuadeoye @FT @CostasMourselas @BiotechCH @bradloncar @daphnezohar @Maximus_Holla @BioStocks @BrandonVanZee @TimOpler It is great - but $XBI is up 76% from the April low with much lower fees - turns out in a bull market you dont need a hedge fund :-)"  
[X Link](https://x.com/SamFazeli8/status/1999127002033295399)  2025-12-11T14:39Z [----] followers, [---] engagements


"@adamfeuerstein Isnt it rare for a pharma to actually comment Very odd situation"  
[X Link](https://x.com/SamFazeli8/status/2009011791796510911)  2026-01-07T21:18Z [----] followers, [----] engagements


"@PearlF And the fact that $RVMD was at JPM signals that a deal is not imminent. Then we have $MRK saying they have $10s billions for deals. Lastly - with [--] new registrational trials announced $RVMD probably needs to look at financing though they have the recent $RPRX deal"  
[X Link](https://x.com/SamFazeli8/status/2011003624629923846)  2026-01-13T09:13Z [----] followers, [---] engagements


"How long has the @British_Airways app been broken. They must be losing money as I cant book tickets. Are they the worst airline app out there"  
[X Link](https://x.com/SamFazeli8/status/2011385142661579221)  2026-01-14T10:29Z [----] followers, [---] engagements


"@adamfeuerstein seems like I will soon need a new job if Bob is right about impact of AI on financial analysts vs journalists :-) https://podcasts.apple.com/gb/podcast/the-readout-loud/id1354473987i=1000745176642 https://podcasts.apple.com/gb/podcast/the-readout-loud/id1354473987i=1000745176642"  
[X Link](https://x.com/SamFazeli8/status/2012499092304286104)  2026-01-17T12:15Z [----] followers, [----] engagements


"So most of the cash that $CVAC had is going to $GSK $BNTX"  
[X Link](https://x.com/SamFazeli8/status/1953722191805067277)  2025-08-08T07:37Z [----] followers, [---] engagements


"I am in the thick of the @Myeloma_Society conference in Toronto and Carvykti is featuring large. Here is a conversation with CEO of $LEGN Ying Huang @LegendBiotech - remember this drug that is curing some patients came from China. https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000725703732 https://podcasts.apple.com/gb/podcast/vanguards-of-health-care-by-bloomberg-intelligence/id1677173217i=1000725703732"  
[X Link](https://x.com/SamFazeli8/status/1968754175962988691)  2025-09-18T19:09Z [----] followers, [----] engagements


"So what was all the excitement about acasunlimab based on $GMAB $BNTX"  
[X Link](https://x.com/SamFazeli8/status/1793915156239671376)  2024-05-24T08:01Z [----] followers, [---] engagements


"$RHHBY $NVS $AAPG $LLY $ONC $AZN $GILD $BMY $JNJ $GPCR $ASCLF $WVE $NVO $ACLX $ LEGN Listen to Key Cancer Data at SABCS ASH; Obesity Updates: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/zg0jHYEdJMIMLgtvoT https://on.soundcloud.com/zg0jHYEdJMIMLgtvoT"  
[X Link](https://x.com/SamFazeli8/status/1999393763345535361)  2025-12-12T08:19Z [----] followers, [----] engagements


"$ALNY $MRK $RVMD $LLY $NVO $ZLDPF $RHHBY $ASMD $BBIO $BMRN $IONS $ABBV $NVS $PFE $JNJ $AZN $VKTX $ARWR $CRBP $WVE JPM & RevMed News; Obesity & Policy Watchlist: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/sfT7I8asNAgLK7iHSS https://on.soundcloud.com/sfT7I8asNAgLK7iHSS"  
[X Link](https://x.com/SamFazeli8/status/2013604044246323530)  2026-01-20T13:26Z [----] followers, [----] engagements


"So $EIKN trading below issue price. What does that say about the putative IPO window"  
[X Link](https://x.com/SamFazeli8/status/2019787191325540858)  2026-02-06T14:56Z [----] followers, [----] engagements


"A lesson here: read the whole release to the end. Lyell Immunopharma Reports Dose-dependent Clinical Activity from Phase [--] Trial of LYL797 a ROR1-targeted CAR-T Cell Product Candidate Enhanced with its Proprietary Anti-exhaustion Technology https://ir.lyell.com/news-releases/news-release-details/lyell-immunopharma-reports-dose-dependent-clinical-activity/ https://ir.lyell.com/news-releases/news-release-details/lyell-immunopharma-reports-dose-dependent-clinical-activity/"  
[X Link](https://x.com/SamFazeli8/status/1805962783155949776)  2024-06-26T13:54Z [----] followers, [---] engagements


"China licensing deals reached 14% of the total in 1H25 $JNJ $LLY $ESAIY $BIIB $RHHBY $NVO $ACET $AZN $PFE $ALPMY $TEVA $SDZNY Listen to Washington News; China Deals; J&J Pfizer Patents: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/old07eF1SsDPQmD9fW https://on.soundcloud.com/old07eF1SsDPQmD9fW"  
[X Link](https://x.com/SamFazeli8/status/1948728338182205448)  2025-07-25T12:53Z [----] followers, [----] engagements


"$RHHBY $BIIB $ESAIY $LLY $LXEO $PRTA $NVO $ALLO $AZN $GPCR $MDGL $VKTX Listen to Washington & Alzheimer's News; Lilly Obesity Data: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud https://on.soundcloud.com/IcdCemlBbM6kVih35j https://on.soundcloud.com/IcdCemlBbM6kVih35j"  
[X Link](https://x.com/SamFazeli8/status/1954900864495497230)  2025-08-11T13:41Z [----] followers, [----] engagements


"$RVMD $MRK mooted deal (FT and WSJ) will it happen today Revolution Medicines' Allure: How Mooted $30 Billion Valuation Puts Focus on Biotech: BI Replay Webinars Bloomberg Professional Services https://www.bloomberg.com/professional/insights/webinar/revolution-medicines-allure-how-mooted-30-billion-valuation-puts-focus-on-biotech-bi-replay/ https://www.bloomberg.com/professional/insights/webinar/revolution-medicines-allure-how-mooted-30-billion-valuation-puts-focus-on-biotech-bi-replay/"  
[X Link](https://x.com/SamFazeli8/status/2010658551576875497)  2026-01-12T10:22Z [----] followers, [----] engagements


"$MRNA $ABUS $NVO $MRK $ZTS $IDXX $ELAN $GILD $ACAD $GSK $LLY $NVS -$RHHBY Moderna Risk of Losing March [--] Trial; DC Updates; Merck Animal Unit: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/xMXL3pKjEpz0A2VWTs https://on.soundcloud.com/xMXL3pKjEpz0A2VWTs"  
[X Link](https://x.com/SamFazeli8/status/2017909790698008693)  2026-02-01T10:35Z [----] followers, [----] engagements


"$BIIB $IONS $GMAB $ABBV $ROG $BMY $GSK $RAPT $NOVN $JNJ $PFE $AZN Washington News; GSK Deal; DLBCL Market Leaders: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/5uu1fwfrYy1RXjw88J https://on.soundcloud.com/5uu1fwfrYy1RXjw88J"  
[X Link](https://x.com/SamFazeli8/status/2014645268180873672)  2026-01-23T10:23Z [----] followers, [----] engagements


"$NVO $PFE $AZN $MRK $VIR $LLY $PRGO $TEVA $SDZNY $VTRS $BAYRY Obesity Latest; Generic Opportunities; ASCO GU: BI Drug Call by Bloomberg Intelligence on #SoundCloud https://on.soundcloud.com/L9ewwvuhGbmdjBgNPn https://on.soundcloud.com/L9ewwvuhGbmdjBgNPn"  
[X Link](https://x.com/SamFazeli8/status/2020735425145430097)  2026-02-09T05:44Z [----] followers, [----] engagements

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