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[@JohnCendpts](/creator/twitter/JohnCendpts)
"$GSK is up a bit this morning on the news that Emma Walmsley is leaving handing the top job to commercial chief Luke Miels. Essentially the stock is priced exactly what it was when she got the job in April 2017. The numbers are still in question. Investors wonder where the big products will head from here after Shingrix initially gave it a boost. The pipeline is still in doubt. But of course the PR was full of triumphalism about its longterm growth. Disappointing"  
[X Link](https://x.com/JohnCendpts/status/1972647061070749748) [@JohnCendpts](/creator/x/JohnCendpts) 2025-09-29T12:58Z 70.7K followers, 5976 engagements


"Some key metrics in biotech showed some strengthening in Q3. And while a single modestly successful IPO doesn't make a trend an improving $XBI and a focus on deals makes me wonder if the worst is over in biotech. I certainly hope so"  
[X Link](https://x.com/JohnCendpts/status/1977702109387665565) [@JohnCendpts](/creator/x/JohnCendpts) 2025-10-13T11:45Z 70.7K followers, 4939 engagements


"Thumbs up to Kristina Burow and the other backers of Orbital as $BMY steps in with a $1.5B buyout. In vivo is where it's at right now. Ryan Cross featured Orbital in the 2023 Endpoints 11"  
[X Link](https://x.com/JohnCendpts/status/1976642137518477337) [@JohnCendpts](/creator/x/JohnCendpts) 2025-10-10T13:33Z 70.7K followers, 2391 engagements