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[@AaronRosenblum5](/creator/twitter/AaronRosenblum5)
"@richtrades100 @monaco_biotech Why wouldnt you take part. You tender all your shares and get pro rata portion"  
[X Link](https://x.com/AaronRosenblum5/status/1978414462106288624) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-15T10:55Z 2823 followers, XXX engagements


"@BiotechSho99376 @Biohazard3737 Still need to run the numbers when at my computer but my guess is its a good short at 16"  
[X Link](https://x.com/AaronRosenblum5/status/1978418388532617227) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-15T11:11Z 2823 followers, XXX engagements


"@BiotechSho99376 @Biohazard3737 Well I guess XX is gone and gunna go red today. Was too slow"  
[X Link](https://x.com/AaronRosenblum5/status/1978418876841910316) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-15T11:13Z 2823 followers, XXX engagements


"@monaco_biotech XXXX isnt real. First there is the issue of the non evaluables and second on the XX evaluable post last data cut they went X pr X sd X pd with at least X response that failed to confirm. Still good data but claim doesnt hold up to the headline"  
[X Link](https://x.com/AaronRosenblum5/status/1979493010875314275) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-18T10:21Z 2830 followers, XXX engagements


"@KingachillesE @monaco_biotech Prob a bit better than I was expecting. If true Orr was XX pyxs would deservedly trade down but not sure what happens now. Delaying combo data til mid26 is a bit of a red flag for me"  
[X Link](https://x.com/AaronRosenblum5/status/1979551635643809822) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-18T14:14Z 2830 followers, XXX engagements


"$mrus is pretty likely sig npv positive. I will go and make a bolder prediction mrus peak sales will exceed sgen peak sales. Wild how much Pfizer overpaid"  
[X Link](https://x.com/AaronRosenblum5/status/1972571583156994377) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-09-29T07:58Z 2827 followers, 3603 engagements


"@monaco_biotech Are you actually bullish it will be differentiated and a commercial success or just think its a good bull market trade. I think the latter is def true but saw a recent post that its next mltx and I agree. Massive valuation for a me too"  
[X Link](https://x.com/AaronRosenblum5/status/1976182121971818512) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-09T07:05Z 2829 followers, XXX engagements


"If $mrus has a real drug in crc selling for 8b makes no sense at all"  
[X Link](https://x.com/AaronRosenblum5/status/1977837605564932554) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-13T20:43Z 2830 followers, 6503 engagements


"Is $vrtx dropping the heme side for pove"  
[X Link](https://x.com/AaronRosenblum5/status/1979173510300745949) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-17T13:11Z 2830 followers, 1843 engagements


"@KingachillesE @monaco_biotech Maybe. My guess is raise priced at 35"  
[X Link](https://x.com/AaronRosenblum5/status/1979553171245515096) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-18T14:20Z 2830 followers, XX engagements


"@KingachillesE @monaco_biotech If they want to run a XXX patient ph X like merus they prob need that much. If fund demand is strong enough I think they do but might be smaller"  
[X Link](https://x.com/AaronRosenblum5/status/1979555154845434267) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-18T14:28Z 2830 followers, XXX engagements


"@avidresearch @KingachillesE @monaco_biotech Disagree. 2l post egfr + pd1 could be a real market (unless another mmae adc such as pdl1v or Micvo beats peto). Combo more about efficacy and durability as not much overlapping tox imo"  
[X Link](https://x.com/AaronRosenblum5/status/1979560853763727848) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-18T14:51Z 2830 followers, XXX engagements


"@avidresearch @KingachillesE @monaco_biotech Also their guide to start registrational mid XX but not show combo data til mid26 says they are planning 2l and tbd on 1l combo"  
[X Link](https://x.com/AaronRosenblum5/status/1979561374113268024) [@AaronRosenblum5](/creator/x/AaronRosenblum5) 2025-10-18T14:53Z 2830 followers, XXX engagements