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[@doepke_michel](/creator/twitter/doepke_michel)
"$BSLN #Basilea awarded #BARDA contract for the development of novel oral phase 3-ready antibiotic ceftibuten-leaborbactam. Total non-dilutive funding of up to $159M"  
[X Link](https://x.com/doepke_michel/status/1971084256689713294) [@doepke_michel](/creator/x/doepke_michel) 2025-09-25T05:28Z 5604 followers, 1047 engagements


"$ABVX rated new "Overweight" at Barclays. PT $142"  
[X Link](https://x.com/doepke_michel/status/1977675224717132168) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T09:58Z 5610 followers, 19.5K engagements


"$SMMT to Host ESMO Data Update & Third Quarter Earnings Call on October XX 2025. $PFE $BNTX $BMY"  
[X Link](https://x.com/doepke_michel/status/1978415790693949942) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T11:00Z 5617 followers, 2918 engagements


"$RNA Announces Positive Pre-BLA Meeting with U.S. FDA for del-zota in DMD44 with a Submission Planned for Q1 2026"  
[X Link](https://x.com/doepke_michel/status/1977721407128613255) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T13:01Z 5609 followers, 7849 engagements


"$AKRO to be Acquired by Novo Nordisk for up to $XXX Billion. $NVO #MASH"  
[X Link](https://x.com/doepke_michel/status/1976230415695278326) [@doepke_michel](/creator/x/doepke_michel) 2025-10-09T10:17Z 5616 followers, 1037 engagements


"$ABVX Laidlaw comment PT raised from $XX to $XXX this week. Also PT raised to $XXX from $XXX at Guggenheim named "Best Idea""  
[X Link](https://x.com/doepke_michel/status/1976594293495070769) [@doepke_michel](/creator/x/doepke_michel) 2025-10-10T10:22Z 5609 followers, 3311 engagements


"$NVS Fabhalta (iptacopan) meets Phase III primary endpoint slows kidney function decline in patients with IgA nephropathy (IgAN)"  
[X Link](https://x.com/doepke_michel/status/1978699023553896670) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T05:46Z 5617 followers, XXX engagements


"$NVO key catalysts (source: Morgan Stanley). $LLY $BIIB"  
[X Link](https://x.com/doepke_michel/status/1973318512778289168) [@doepke_michel](/creator/x/doepke_michel) 2025-10-01T09:26Z 5609 followers, 6337 engagements


"$ABVX up X% to $XX after $PTGX rumor. $JNJ 🥳🥳🥳"  
[X Link](https://x.com/doepke_michel/status/1976677222623953218) [@doepke_michel](/creator/x/doepke_michel) 2025-10-10T15:52Z 5610 followers, 4592 engagements


"$BBIO $NBIX JPMorgan Q3 preview"  
[X Link](https://x.com/doepke_michel/status/1978405767066554798) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T10:21Z 5609 followers, 1149 engagements


"BTW: Added $QURE today"  
[X Link](https://x.com/doepke_michel/status/1978181291653661152) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T19:29Z 5609 followers, 3619 engagements


"$PTGX drops Betaville says Asset Sales May Only Fetch $XX. Blackstone is rumored to be the buyout firm working with $JNJ on the takeover of a "large" of $PTGX according to the betaville report"  
[X Link](https://x.com/doepke_michel/status/1977784765857013997) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T17:13Z 5604 followers, 7577 engagements


"$BMY Anti-MTBR-Tau-Targeting Antibody BMS-986446 Granted Fast Track Designation by U.S. FDA for the Treatment of Alzheimers Disease. $LLY $BIIB"  
[X Link](https://x.com/doepke_michel/status/1973343346530853136) [@doepke_michel](/creator/x/doepke_michel) 2025-10-01T11:04Z 5610 followers, 1349 engagements


"$ORSTED $ORSTED.CO plan for a rights issue with support from the Danish State as majority shareholder and gross proceeds of DKK XX billion. XX% of the market cap before the announcement. Heavy dilution"  
[X Link](https://x.com/doepke_michel/status/1954801828148789715) [@doepke_michel](/creator/x/doepke_michel) 2025-08-11T07:07Z 5609 followers, 1460 engagements


"$MRK Announces Phase X KEYNOTE-B96 Trial Met Secondary Endpoint of Overall Survival (OS) in All Comers Population of Patients With Platinum-Resistant Recurrent Ovarian Cancer. $IMGN $ABBV"  
[X Link](https://x.com/doepke_michel/status/1978774641087860764) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T10:46Z 5617 followers, 1412 engagements


"$BAYN #Bayer BlueRock Therapeutics reports positive 36-month results from Phase I trial of bemdaneprocel for treating Parkinsons disease"  
[X Link](https://x.com/doepke_michel/status/1975441715948584977) [@doepke_michel](/creator/x/doepke_michel) 2025-10-07T06:03Z 5606 followers, 1760 engagements


"$LLY Omvoh (mirikizumab-mrkz) is the first and only IL-23p19 antagonist to show four years of sustained corticosteroid-free comprehensive patient outcomes in ulcerative colitis. $ABVX $PFE $ABBV"  
[X Link](https://x.com/doepke_michel/status/1975513334666371422) [@doepke_michel](/creator/x/doepke_michel) 2025-10-07T10:47Z 5609 followers, 2560 engagements


"#Kuros Biosciences increases the annual guidance for 2025 The company reports XX% year-over-year increase for the first nine months of 2025. $BONEX $OSSD"  
[X Link](https://x.com/doepke_michel/status/1978699386835087454) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T05:47Z 5610 followers, 3642 engagements


"$REGN Showcases Advances Across Oncology Portfolio and Pipeline at ESMO Highlighting Novel and Patient-Focused Approach for Difficult-to-Treat Cancers"  
[X Link](https://x.com/doepke_michel/status/1978416259126514096) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T11:02Z 5617 followers, XXX engagements


"$TLX Reports US$206M Revenue FY 2025 Revenue Guidance raised. $LNTH"  
[X Link](https://x.com/doepke_michel/status/1977982019045843176) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T06:17Z 5610 followers, 1303 engagements


"$BAVA $BAVA.CO Consortium consisting of Nordic Capital and Permira increases offer price and extends offer period until X November 2025 in respect of the takeover offer to the shareholders of #BavarianNordic"  
[X Link](https://x.com/doepke_michel/status/1978493363541168583) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T16:09Z 5608 followers, XXX engagements


"$ONC Sonrotoclax Granted Breakthrough Therapy Designation by U.S. FDA"  
[X Link](https://x.com/doepke_michel/status/1977675947987116438) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T10:01Z 5610 followers, XXX engagements


"$NVO $OMER $340M upfront for this program + up to a total of 2.1B dollars including potential development and commercial milestones plus tiered royalties on net sales. $NOVOB remains active in M&A. $AKRO"  
[X Link](https://x.com/doepke_michel/status/1978441183903764685) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T12:41Z 5610 followers, 5692 engagements


"$PTGX M&A candidate imo. Potential suitors: $JNJ and $BMY. Own shares"  
[X Link](https://x.com/doepke_michel/status/1976629990092673381) [@doepke_michel](/creator/x/doepke_michel) 2025-10-10T12:44Z 5610 followers, 28.1K engagements


"$NVO $NOVOB #NovoNordisk - new #Semaglutide combination got positive CHMP opinion. $LLY"  
[X Link](https://x.com/doepke_michel/status/1969009114014429366) [@doepke_michel](/creator/x/doepke_michel) 2025-09-19T12:02Z 5616 followers, 2857 engagements


"After $ETNB and $AKRO buyouts maybe $ALT will finally wake up. I have a small position"  
[X Link](https://x.com/doepke_michel/status/1976244466471342584) [@doepke_michel](/creator/x/doepke_michel) 2025-10-09T11:12Z 5606 followers, 2372 engagements


"Keep in mind: $MRK acquired $RXDX for $10.8B after a successful phase X with TL1A antibody (competitive landscape + deals below) Tulisokibart (now phase 3). So what is $ABVX worth after the Obefazimod phase X data in UC (Discl.: I own shares)"  
[X Link](https://x.com/doepke_michel/status/1975184267433902318) [@doepke_michel](/creator/x/doepke_michel) 2025-10-06T13:00Z 5610 followers, 13.1K engagements


"#ESMO25 next week(end). $AZN vs. $GILD. Also looking for data/Updates from: $KURA $IDYA $CELC $IMTX $SMMT and more"  
[X Link](https://x.com/doepke_michel/status/1977325948929540534) [@doepke_michel](/creator/x/doepke_michel) 2025-10-12T10:50Z 5610 followers, 6132 engagements


"Added $BRKR"  
[X Link](https://x.com/doepke_michel/status/1974115769110966697) [@doepke_michel](/creator/x/doepke_michel) 2025-10-03T14:14Z 5606 followers, 3889 engagements


"$PTCT Receives CRL for Vatiquinone NDA for the treatment of children and adults living with Friedreich's ataxia. Good news for $BIIB - they acquired a treatment through the buyout of $RETA for an enterprise value of approximately $7.3B"  
[X Link](https://x.com/doepke_michel/status/1957784335463088131) [@doepke_michel](/creator/x/doepke_michel) 2025-08-19T12:38Z 5606 followers, 1299 engagements


"$CYTK Barclays update from earlier this week. PT to $XX. $BMY"  
[X Link](https://x.com/doepke_michel/status/1976610864146129163) [@doepke_michel](/creator/x/doepke_michel) 2025-10-10T11:28Z 5608 followers, 8197 engagements


"$SCYX and $GSK Resolve Their Disagreement Related to the Restart of the Phase X MARIO Study. SCYNEXIS to receive a $XX million payment as part of the resolution"  
[X Link](https://x.com/doepke_michel/status/1978431813858000980) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T12:04Z 5609 followers, 1194 engagements


"$BMRN Announces Positive Pivotal Phase X Data for PALYNZIQ (pegvaliase-pqpz) in Adolescents with Phenylketonuria at 15th International Congress of Inborn Errors of Metabolism"  
[X Link](https://x.com/doepke_michel/status/1964349866336833844) [@doepke_michel](/creator/x/doepke_michel) 2025-09-06T15:27Z 5609 followers, 1805 engagements


"$PTGX (Ikatrekibart) - exciting to see how enthusiastically JNJ talks about the field of immunology - maybe $JNJ needs an oral option for IBD (UC and CD) too $ABVX"  
[X Link](https://x.com/doepke_michel/status/1978148676137549978) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T17:19Z 5617 followers, 7617 engagements


"$JNJ Reports Q3 2025 Results; Raises 2025 Sales Outlook"  
[X Link](https://x.com/doepke_michel/status/1978046173710635386) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T10:32Z 5607 followers, XXX engagements


"$BCRX to Acquire $ATXS Strengthening Presence in HAE Transforming Growth Profile - implied aggregate equity-value of approximately $920M and implied enterprise value of approximately $700M"  
[X Link](https://x.com/doepke_michel/status/1978053941393838138) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T11:03Z 5615 followers, 10.5K engagements


"The current rumors surrounding $PTGX strongly remind me of the takeover of $BHVN by $PFE. Perhaps there will soon be a New PTGX I just hope that the company does not sell itself below value. The pipeline has enormous potential in the long term. $JNJ"  
[X Link](https://x.com/doepke_michel/status/1977807059287769230) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T18:42Z 5617 followers, 4653 engagements


"$REGN Libtayo (cemiplimab-rwlc) Approved in the U.S. as First and Only Immunotherapy for Adjuvant Treatment of Cutaneous Squamous Cell Carcinoma (CSCC) with a High Risk of Recurrence After Surgery and Radiation. $SRRK 👀"  
[X Link](https://x.com/doepke_michel/status/1975997343196737840) [@doepke_michel](/creator/x/doepke_michel) 2025-10-08T18:50Z 5610 followers, 2381 engagements


"$SNY AlphaMedixTM (212Pb-DOTAMTATE) achieved all primary efficacy endpoints in phase X study demonstrating clinically meaningful benefits in patients with gastroenteropancreatic neuroendocrine tumors"  
[X Link](https://x.com/doepke_michel/status/1975792595810083155) [@doepke_michel](/creator/x/doepke_michel) 2025-10-08T05:17Z 5608 followers, 2717 engagements


"BREAKING: #Rheinmetall $RHM XXXXX for the first time. @aktionaer"  
[X Link](https://x.com/doepke_michel/status/1972618539396907242) [@doepke_michel](/creator/x/doepke_michel) 2025-09-29T11:04Z 5606 followers, 1087 engagements


"$ABVX touching ATH. $XXX + X soon imo. (I own shares)"  
[X Link](https://x.com/doepke_michel/status/1976285988491063336) [@doepke_michel](/creator/x/doepke_michel) 2025-10-09T13:57Z 5609 followers, 3977 engagements


"#Chikungunya Outbreaks Cause Concern When Visiting France and Italy. $BAVA #BavarianNordic $VLA #Valneva"  
[X Link](https://x.com/doepke_michel/status/1968252419516887386) [@doepke_michel](/creator/x/doepke_michel) 2025-09-17T09:55Z 5608 followers, 1521 engagements


"$ARVN $PFE to Present Data from the Vepdegestrant Clinical Development Program at the 2025 European Society for Medical Oncology (ESMO) Congress"  
[X Link](https://x.com/doepke_michel/status/1977691674013757701) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T11:03Z 5617 followers, 1367 engagements


"$ARVN to Present Clinical Data for ARV-102 a PROTAC LRRK2 Degrader at the 2025 International Congress of Parkinsons Disease and Movement Disorders"  
[X Link](https://x.com/doepke_michel/status/1973342929063411771) [@doepke_michel](/creator/x/doepke_michel) 2025-10-01T11:03Z 5615 followers, XXX engagements


"BREAKING: ADCs are 🔥- German based #Tubulis Raises XXX Million Series C to Accelerate Clinical Development of Lead ADC Candidate TUB-040 and Expand Pipeline. Partner: $GILD and $BMY"  
[X Link](https://x.com/doepke_michel/status/1978387062282657962) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T09:06Z 5617 followers, 2654 engagements


"$ONC Medicines Announces IMDELLTRA Royalty Purchase Agreement for up to $950M. $RPRX $AMGN"  
[X Link](https://x.com/doepke_michel/status/1959921121597288907) [@doepke_michel](/creator/x/doepke_michel) 2025-08-25T10:09Z 5610 followers, 1001 engagements


"SystImmune to Receive Milestone Payment from $BMY Under Iza-Bren Collaboration. This milestone triggered a one-time payment of $250M"  
[X Link](https://x.com/doepke_michel/status/1977661136830087199) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T09:02Z 5606 followers, XXX engagements


"$CAI Q2 results - Reported total revenue of $XXXXX million an increase of XXXX% - positive Adjusted EBITDA of $XXXX million"  
[X Link](https://x.com/doepke_michel/status/1955361064440496367) [@doepke_michel](/creator/x/doepke_michel) 2025-08-12T20:09Z 5610 followers, 3632 engagements


"$PTGX early stage program but PN-881 could have gamechanger potential. It's incredible how strongly $UCB is growing with Bimzelx. A multi-billion dollar opportunity - and $JNJ may be aware of this potential. Maybe we get a PR tomorrow - $JNJ to report Q3 results on Tuesday. $NVS"  
[X Link](https://x.com/doepke_michel/status/1977440495404982474) [@doepke_michel](/creator/x/doepke_michel) 2025-10-12T18:25Z 5605 followers, 3353 engagements


"$SBSW Sibanye Stillwater Ltd. has asked President Donald Trump's administration to impose anti-dumping duties on imports of palladium from Russia. $SSW.JO owns the USs only operating palladium mines. Own some shares"  
[X Link](https://x.com/doepke_michel/status/1953724445383917688) [@doepke_michel](/creator/x/doepke_michel) 2025-08-08T07:46Z 5616 followers, 3670 engagements


"$PRAX offering"  
[X Link](https://x.com/doepke_michel/status/1978914699170206049) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T20:03Z 5617 followers, 6388 engagements


"DB-OTO Results in theNEJM Showcase Dramatic and Sustained Improvements in Hearing and Speech Perception in Children with Profound Genetic Hearing Loss. $REGN acquired $DBTX back in August 2023 for a total EV of up to approximately $213M including CVR"  
[X Link](https://x.com/doepke_michel/status/1977390236763082803) [@doepke_michel](/creator/x/doepke_michel) 2025-10-12T15:05Z 5610 followers, 2407 engagements


"$ABVX Obefazimod = gamechanger. (Discl.: I own shares)"  
[X Link](https://x.com/doepke_michel/status/1975111661305622761) [@doepke_michel](/creator/x/doepke_michel) 2025-10-06T08:11Z 5610 followers, 7514 engagements


"$TVRD Provides Update on Preliminary Data from Phase X REVERT Trial in Idiopathic Pulmonary Fibrosis. #FAIL $UTHR"  
[X Link](https://x.com/doepke_michel/status/1977698629927240054) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T11:31Z 5610 followers, 1972 engagements


"$MLTX reports on week XX results of the VELA Phase X hidradenitis suppurativa program with the Nanobody sonelokimab. $UCB"  
[X Link](https://x.com/doepke_michel/status/1972356852303442058) [@doepke_michel](/creator/x/doepke_michel) 2025-09-28T17:44Z 5606 followers, 2493 engagements


"nHCM landscape (source: Barclays). $CYTK $LXRX $EWTX $TNYA $LXEO"  
[X Link](https://x.com/doepke_michel/status/1976610050870493287) [@doepke_michel](/creator/x/doepke_michel) 2025-10-10T11:25Z 5610 followers, 2215 engagements


"$BSX Announces Agreement to Acquire Nalu Medical Inc"  
[X Link](https://x.com/doepke_michel/status/1979141626959216987) [@doepke_michel](/creator/x/doepke_michel) 2025-10-17T11:05Z 5617 followers, XXX engagements


"$SBSW $SSW.JO 💪 (I own shares) #Platinum"  
[X Link](https://x.com/doepke_michel/status/1971482449155858940) [@doepke_michel](/creator/x/doepke_michel) 2025-09-26T07:50Z 5609 followers, 1413 engagements


"$KURA $XX 🚀"  
[X Link](https://x.com/doepke_michel/status/1975942046742638619) [@doepke_michel](/creator/x/doepke_michel) 2025-10-08T15:11Z 5616 followers, 1362 engagements


"$CTMX I like this slide. ADCs are 🔥 M&A deals: Padcev - $SGEN - $PFE Elahere - $IMGN - $ABBV Trodelvy - $IMMU - $GILD Enhertu - Daiichi Sankyo - $AZN partnership value up to $7B. CX-2051 - $CTMX - (I own shares)"  
[X Link](https://x.com/doepke_michel/status/1971551819844468897) [@doepke_michel](/creator/x/doepke_michel) 2025-09-26T12:25Z 5609 followers, 6994 engagements


"ADCs are so 🔥: #BoehringerIngelheim advances cancer antibody-drug conjugate portfolio with asset from #AimedBio. $CTMX $PFE $GILD $AZN"  
[X Link](https://x.com/doepke_michel/status/1978432194323300693) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T12:06Z 5609 followers, 1635 engagements


"$CYTK Announces Pricing of Upsized $XXXXX Million Convertible Senior Notes Offering; Refinances a Portion of 2027 Convertible Notes. $BMY"  
[X Link](https://x.com/doepke_michel/status/1968180442378764799) [@doepke_michel](/creator/x/doepke_michel) 2025-09-17T05:09Z 5610 followers, 16.2K engagements


"$SNY $REGN Dupixent to treat chronic spontaneous urticaria advances in EU with positive CHMP opinion. $CLDX $BPMC"  
[X Link](https://x.com/doepke_michel/status/1969990342956175442) [@doepke_michel](/creator/x/doepke_michel) 2025-09-22T05:01Z 5608 followers, 1695 engagements


"$ABVX Stifel ("BUY"; 100): "Recent comparable transactions in IBD suggest valuations in the range of $710B for innovative Phase II assets. We therefore view a takeover of Abivax at the higher end of that range as plausible considering obefazimod is a Phase III asset." $RXDX"  
[X Link](https://x.com/doepke_michel/status/1975473679019745533) [@doepke_michel](/creator/x/doepke_michel) 2025-10-07T08:10Z 5610 followers, 4441 engagements


"$NVO and $OMER announce asset purchase and license agreement for Omeros clinical-stage MASP-3 inhibitor zaltenibart (OMS906). $340M upfront"  
[X Link](https://x.com/doepke_michel/status/1978440167099596871) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T12:37Z 5609 followers, 6554 engagements


"$NVS receives FDA approval for Rhapsido (remibrutinib) the only oral targeted BTKi treatment for chronic spontaneous urticaria (CSU). $BPMC $SNY $CLDX $JSPR"  
[X Link](https://x.com/doepke_michel/status/1973264644568653985) [@doepke_michel](/creator/x/doepke_michel) 2025-10-01T05:52Z 5606 followers, 2399 engagements


"$BONEX #Bonesupport BUY PT SEK XXX reiterated at ABGSC. XX% organic growth in Q3 and no outlook change expected"  
[X Link](https://x.com/doepke_michel/status/1977624741671530893) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T06:37Z 5610 followers, 1893 engagements


"Consortium Led by Nordic Capital and Permira Will Make All-Cash Recommended Purchase Offer for $BAVA $BAVA.CO - offer price: DKK 233"  
[X Link](https://x.com/doepke_michel/status/1949714483040989638) [@doepke_michel](/creator/x/doepke_michel) 2025-07-28T06:12Z 5608 followers, 1249 engagements


"Baker Bros. 13F filings. Top 10: $ONC $INCY $ACAD $INSM $SMMT $MDGL $RYTM $RVMD $KYMR $ALKS"  
[X Link](https://x.com/doepke_michel/status/1956328216886469013) [@doepke_michel](/creator/x/doepke_michel) 2025-08-15T12:12Z 5610 followers, 7479 engagements


"$LRMR Announces Positive Data from Ongoing Long-term Open Label Study and Updates to Nomlabofusp Program for Friedreichs Ataxia. $BIIB $RETA"  
[X Link](https://x.com/doepke_michel/status/1972617940383269286) [@doepke_michel](/creator/x/doepke_michel) 2025-09-29T11:02Z 5617 followers, 1887 engagements


"$SNY SAR446268 earns US fast track designation for the treatment of non-congenital myotonic dystrophy type 1"  
[X Link](https://x.com/doepke_michel/status/1970353077120311685) [@doepke_michel](/creator/x/doepke_michel) 2025-09-23T05:02Z 5606 followers, 2482 engagements


"$ONC European Commission Approves TEVIMBRA as Neoadjuvant/Adjuvant NSCLC Treatment Ahead of Late-Breaking Data Presentation at WCLC 2025. $AZN"  
[X Link](https://x.com/doepke_michel/status/1960644136962228702) [@doepke_michel](/creator/x/doepke_michel) 2025-08-27T10:02Z 5610 followers, 1206 engagements


"$CGON Continues to Demonstrate Best-in-Disease Durability and Tolerability in BOND-003 Cohort C; Additional XX Patients in Complete Response at XX Months"  
[X Link](https://x.com/doepke_michel/status/1963926583602811308) [@doepke_michel](/creator/x/doepke_michel) 2025-09-05T11:26Z 5610 followers, XXX engagements


"$ABVX $NKTR $QURE $PTGX - my X M&A aces in the biotech space. In my opinion all four have a realistic chance of being acquired in the coming weeks and months. Fingers crossed. I already had a good nose for $BPMC $ITCI and $VRNA this year"  
[X Link](https://x.com/doepke_michel/status/1978537267758043376) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T19:03Z 5617 followers, 6190 engagements


"#NovoNordisk Foundation commits up to DKK XXX million to fund new platform to strengthen global defence against future pandemics. $NVO"  
[X Link](https://x.com/doepke_michel/status/1977610116880036063) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T05:39Z 5615 followers, 1236 engagements


"$BAVA $BAVA.CO #BavarianNordic up XX% - as #Permira Nordic said to eye deal - Bloomberg"  
[X Link](https://x.com/doepke_michel/status/1948376194631520650) [@doepke_michel](/creator/x/doepke_michel) 2025-07-24T13:34Z 5608 followers, 2857 engagements


"That Single-Use Coffee Cup Could Be on the Way Out. $TOM.OL #Tomra @WSJ @TOMRAGroup"  
[X Link](https://x.com/doepke_michel/status/1968612628227411982) [@doepke_michel](/creator/x/doepke_michel) 2025-09-18T09:46Z 5610 followers, XXX engagements


"Techsomed and $MDT to Collaborate on Image Guided Ablation Therapy"  
[X Link](https://x.com/doepke_michel/status/1978811210112880674) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T13:12Z 5610 followers, XXX engagements


"$ABT Reports Third-Quarter 2025 Results and Reaffirms Full-Year Guidance"  
[X Link](https://x.com/doepke_michel/status/1978423641135059237) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T11:32Z 5609 followers, XXX engagements


"#EssilorLuxottica acquires RetinAI accelerating transformative AI and data-powered eye health solutions. $META #Ikerian"  
[X Link](https://x.com/doepke_michel/status/1978505160088301616) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T16:56Z 5610 followers, XXX engagements


"Kailera Therapeutics Announces $XXX Million Series B Financing to Further Advance Pipeline of Next-Generation Therapies for the Treatment of Obesity. $NVO $LLY $VKTX $MTSR"  
[X Link](https://x.com/doepke_michel/status/1978046524627071447) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T10:33Z 5617 followers, 5755 engagements


"$UCB BIMZELX (bimekizumab-bkzx) New Three-year Data in Hidradenitis Suppurativa at EADV Showed Sustained Symptom Relief Across Multiple Clinical Endpoints. $MLTX $SNY"  
[X Link](https://x.com/doepke_michel/status/1968269822707528154) [@doepke_michel](/creator/x/doepke_michel) 2025-09-17T11:04Z 5606 followers, 1977 engagements


"$UTHR to Feature Clinical Data at the CHEST 2025 Annual Meeting"  
[X Link](https://x.com/doepke_michel/status/1977691070310822128) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T11:01Z 5609 followers, XXX engagements


"$DNTH Announces Exclusive License Agreement with Leads Biolabs for DNTH212 a First and Potentially Best-In-Class Phase X Ready Bifunctional BDCA2 & BAFF/APRIL Inhibitor for Severe Autoimmune Diseases"  
[X Link](https://x.com/doepke_michel/status/1978778805402554586) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T11:03Z 5616 followers, XXX engagements


"$ZEAL upcoming events next XX months. Ended Q2 with 2.2B cash. Market cap: 3.3B. No extraordinary dividend planned like $GUBRA did. $RHHBY $LLY $NVO"  
[X Link](https://x.com/doepke_michel/status/1955863666143670687) [@doepke_michel](/creator/x/doepke_michel) 2025-08-14T05:26Z 5604 followers, 1301 engagements


"Barclays yesterday: On $ABVX says differentiated mechanism has company uniquely positioned with its development of a novel oral molecule for UC and CD "two large chronic indications with high unmet need""  
[X Link](https://x.com/doepke_michel/status/1978083638123077971) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T13:01Z 5610 followers, 4781 engagements


"$NBIX Q2 earnings after-hours today $BMY $ABBV $APLS tomorrow $REGN on Friday. $KRYS $TGTX $AXSM Q2 results on August X 2025 $MDGL $DAWN $BBIO Q2 results on August X 2025 $IOVA Q2 results on August X 2025"  
[X Link](https://x.com/doepke_michel/status/1950539313244168399) [@doepke_michel](/creator/x/doepke_michel) 2025-07-30T12:49Z 5609 followers, 8290 engagements


"$GUTS Announces Potent Preclinical Results from RJVA-002 a Dual GIP/GLP-1 Gene Therapy Candidate for Obesity"  
[X Link](https://x.com/doepke_michel/status/1975517768544927934) [@doepke_michel](/creator/x/doepke_michel) 2025-10-07T11:05Z 5617 followers, 3229 engagements


"$TSHA Regains Full Rights to Lead TSHA-102 Program in Clinical Evaluation for the Treatment of Rett Syndrome. #Astellas"  
[X Link](https://x.com/doepke_michel/status/1978914838500737034) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T20:03Z 5617 followers, 11.1K engagements


"$SNY provides update on regulatory review in the EU for Rezurock to treat chronic graft-vs-host disease. Negative CHMP opinion $INCY"  
[X Link](https://x.com/doepke_michel/status/1979140931942043735) [@doepke_michel](/creator/x/doepke_michel) 2025-10-17T11:02Z 5617 followers, XXX engagements


"$DNLI Announces FDA Review Extension of BLA for Tividenofusp Alfa for the Treatment of MPS II (Hunter Syndrome)"  
[X Link](https://x.com/doepke_michel/status/1977827892764758078) [@doepke_michel](/creator/x/doepke_michel) 2025-10-13T20:04Z 5617 followers, 2763 engagements


"$NVAX Continues to Deliver on $SNY Partnership Completing Nuvaxovid EU Marketing Authorization Transfer and Triggering $XX Million Milestone Payment"  
[X Link](https://x.com/doepke_michel/status/1975517381397979569) [@doepke_michel](/creator/x/doepke_michel) 2025-10-07T11:03Z 5606 followers, 1248 engagements


"$BCRX down XX% after acquisition news. The company is now trading at 2x the expected ORLADEYO revenue for 2025 (at the upper end)"  
[X Link](https://x.com/doepke_michel/status/1978170804220076202) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T18:47Z 5606 followers, 1928 engagements


"$TGTX New Data for BRIUMVI Demonstrate XXXX% of Patients with Relapsing Multiple Sclerosis Were Free from Disability Progression After X Years of Continuous BRIUMVI Treatment. $RHHBY"  
[X Link](https://x.com/doepke_michel/status/1970840052298350957) [@doepke_michel](/creator/x/doepke_michel) 2025-09-24T13:17Z 5610 followers, 1699 engagements


"$AKRO $NVO - yesterday I wrote: "In any case acquisitions could play a more important role in the strategy of the new CEO Doustdar than under his predecessor in order to expand the development pipeline with further promising product candidates." #MASH"  
[X Link](https://x.com/doepke_michel/status/1976238487486816489) [@doepke_michel](/creator/x/doepke_michel) 2025-10-09T10:49Z 5616 followers, 1100 engagements


"$NVO FDA approves Novo Nordisk's oral semaglutide for cardiovascular (CV) risk reduction in adults with type X diabetes who are at high risk including those who have not had a prior CV event"  
[X Link](https://x.com/doepke_michel/status/1979533701663899999) [@doepke_michel](/creator/x/doepke_michel) 2025-10-18T13:03Z 5617 followers, XXX engagements


"$BAVA $BAVA.CO #BavarianNordic M&A talks confirmed"  
[X Link](https://x.com/doepke_michel/status/1948438317227225550) [@doepke_michel](/creator/x/doepke_michel) 2025-07-24T17:41Z 5608 followers, 1934 engagements


"$BRKR has had a tough couple of quarters. But there are signs of improvement - it seems that investment in research and science is picking up. Bruker is benefiting from this (see latest news) - on top of that there is some AI fantasy. #Metrology"  
[X Link](https://x.com/doepke_michel/status/1975166507605717432) [@doepke_michel](/creator/x/doepke_michel) 2025-10-06T11:49Z 5610 followers, 3517 engagements


"$DVAX Announces Positive Topline Phase 1/2 Results Supporting Potential Best-in-Class Shingles Vaccine Profile. $GSK"  
[X Link](https://x.com/doepke_michel/status/1958505619540832321) [@doepke_michel](/creator/x/doepke_michel) 2025-08-21T12:25Z 5606 followers, XXX engagements


"Exciting phase for $SRRK following the CRL and the discontinuation of the $LLY study with Zepbound for muscle preservation. Shares showing strength. What happens next"  
[X Link](https://x.com/doepke_michel/status/1972996275013652779) [@doepke_michel](/creator/x/doepke_michel) 2025-09-30T12:05Z 5604 followers, 2354 engagements


"$BIOAB $BIOA.ST #BioArctic Leqembi Iqlik (lecanemab-irmb) maintenance treatment launched in the US. $BIIB #Eisai"  
[X Link](https://x.com/doepke_michel/status/1975440440242622517) [@doepke_michel](/creator/x/doepke_michel) 2025-10-07T05:57Z 5610 followers, XXX engagements


"$VKTX $808M cash"  
[X Link](https://x.com/doepke_michel/status/1948112338449584173) [@doepke_michel](/creator/x/doepke_michel) 2025-07-23T20:05Z 5610 followers, 1163 engagements


"Is There an Optimal Development Pathway for New MDD Therapeutics Interesting blog (2024). $ABBV $NMRA $SAGE $ITCI $JNJ $AXSM $XENE $ATAI"  
[X Link](https://x.com/doepke_michel/status/1959966868384501831) [@doepke_michel](/creator/x/doepke_michel) 2025-08-25T13:11Z 5606 followers, 5520 engagements


"$EVT #Evotec and #Sandoz planning potential sale of Just Evotec Biologics Toulouse site (for a consideration of about $300M). They invested heavily in the site in 2024. 👇🤔"  
[X Link](https://x.com/doepke_michel/status/1950479692638646677) [@doepke_michel](/creator/x/doepke_michel) 2025-07-30T08:52Z 5609 followers, 2525 engagements


"$OLMA Announces New Data from the Phase 1b/2 Trial of Palazestrant Plus Ribociclib in ER+/HER2- Metastatic Breast Cancer at ESMO 2025"  
[X Link](https://x.com/doepke_michel/status/1979453747450241467) [@doepke_michel](/creator/x/doepke_michel) 2025-10-18T07:45Z 5617 followers, XXX engagements


"$BMY patent cliff is a huge problem for the company. Expensive acquisitions $KRTX $MYOK (Camzyos sales accelerating but $CYTK might have the better drug) $MRTX $RYZB and $CELG in the past. BMS needs commercial drug assets imo. $MDGL $BBIO $AXSM $NBIX $TLX"  
[X Link](https://x.com/doepke_michel/status/1977369129972650327) [@doepke_michel](/creator/x/doepke_michel) 2025-10-12T13:41Z 5609 followers, 8238 engagements


"It's so great to see that patience is paying off for many biotechs. The positive phase X data from $ABVX $QURE and $PRAX are not only good for us as biotech investors and the entire sector but also for many people who urgently need new treatment options - whether for cancer IBD or Huntington's disease or other serious diseases. Let's hope for more breakthroughs in the future. $XBI"  
[X Link](https://x.com/doepke_michel/status/1978862001792098430) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T16:34Z 5617 followers, 7641 engagements


"$NVS Scemblix receives positive CHMP opinion for the treatment of adults with newly diagnosed CML"  
[X Link](https://x.com/doepke_michel/status/1979141174439919981) [@doepke_michel](/creator/x/doepke_michel) 2025-10-17T11:03Z 5617 followers, XXX engagements


"$PTGX $XXX per share are $7B valuation. I hope for more huge pipeline potential in the long term. (Own shares) $JNJ $ABVX"  
[X Link](https://x.com/doepke_michel/status/1977100269906542840) [@doepke_michel](/creator/x/doepke_michel) 2025-10-11T19:53Z 5610 followers, 4493 engagements


"$LLY oral GLP-1 orforglipron demonstrated superior glycemic control in two successful Phase X trials reconfirming its potential as a foundational treatment in type X diabetes. $NVO $PFE"  
[X Link](https://x.com/doepke_michel/status/1978412379495940353) [@doepke_michel](/creator/x/doepke_michel) 2025-10-15T10:47Z 5609 followers, 5192 engagements


"$SOPH Expands Collaboration with $AZN to Enhance Detection of Breast and Prostate Cancer"  
[X Link](https://x.com/doepke_michel/status/1970096631883124740) [@doepke_michel](/creator/x/doepke_michel) 2025-09-22T12:03Z 5604 followers, 1010 engagements


"What a gene therapy win means for the Huntingtons disease pipeline. $QURE"  
[X Link](https://x.com/doepke_michel/status/1978180044338966706) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T19:24Z 5609 followers, 1944 engagements


"$PRAX Announces Pricing of $XXX Million Public Offering - $XXX per share"  
[X Link](https://x.com/doepke_michel/status/1979064373873197343) [@doepke_michel](/creator/x/doepke_michel) 2025-10-17T05:58Z 5617 followers, XXX engagements


"Trump wants piece of company in charge of Americas biggest lithium mine $LAC - maybe also platinum/palladium is in the interest of the Trump administration $SBSW $SSW.JO is the only palladium and platinum producer in the USA. (Own some shares) $MP $INTC"  
[X Link](https://x.com/doepke_michel/status/1970737344551755942) [@doepke_michel](/creator/x/doepke_michel) 2025-09-24T06:29Z 5616 followers, 4177 engagements


"$INSM to Present Multiple Analyses from Phase X ASPEN Study at the American College of Chest Physicians Annual Meeting 2025"  
[X Link](https://x.com/doepke_michel/status/1978778583389598172) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T11:02Z 5609 followers, 3105 engagements


"$RVMD $REGN and more. And again good news for the #biotech sector. $XBI"  
[X Link](https://x.com/doepke_michel/status/1978932529240351074) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T21:14Z 5617 followers, 3848 engagements


"$CTMX next leg up soon (Own shares)"  
[X Link](https://x.com/doepke_michel/status/1978142199628894384) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T16:53Z 5601 followers, 1733 engagements


"$PFE $SGEN TUKYSA Combination Significantly Improves Progression-Free Survival as First-Line Maintenance in HER2+ Metastatic Breast Cancer in HER2CLIMB-05 Trial"  
[X Link](https://x.com/doepke_michel/status/1978050723796623744) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T10:50Z 5606 followers, 1008 engagements


"$QURE Huntingtons Win Leaves More Patients Willing to Test"  
[X Link](https://x.com/doepke_michel/status/1976609047131402489) [@doepke_michel](/creator/x/doepke_michel) 2025-10-10T11:21Z 5609 followers, 4091 engagements


"NAILED IT $JNJ in Talks to Buy $PTGX 💪😎🥳"  
[X Link](https://x.com/doepke_michel/status/1976671794544418958) [@doepke_michel](/creator/x/doepke_michel) 2025-10-10T15:30Z 5606 followers, 8105 engagements


"#Platinum $SBSW $SSW.JO 👇👇👇 Chart via @GoldPreis_de"  
[X Link](https://x.com/doepke_michel/status/1971119588797739344) [@doepke_michel](/creator/x/doepke_michel) 2025-09-25T07:48Z 5616 followers, 1455 engagements


"$MSFT blog: AI chips are getting hotter. A microfluidics breakthrough goes straight to the silicon to cool up to three times better. $VRT $MOD #Munters"  
[X Link](https://x.com/doepke_michel/status/1970739603020861734) [@doepke_michel](/creator/x/doepke_michel) 2025-09-24T06:38Z 5608 followers, 1392 engagements


"#Boehringers Jascayd becomes first new IPF treatment in US for a decade. $UTHR"  
[X Link](https://x.com/doepke_michel/status/1975895296405303588) [@doepke_michel](/creator/x/doepke_michel) 2025-10-08T12:05Z 5610 followers, XXX engagements


"$BMY Strengthens and Diversifies Cell Therapy Portfolio with Acquisition of #Orbital Therapeutics for $1.5B in cash. $ABBV"  
[X Link](https://x.com/doepke_michel/status/1976611829641011211) [@doepke_michel](/creator/x/doepke_michel) 2025-10-10T11:32Z 5609 followers, 1458 engagements


"$AMGN FDA APPROVES TEZSPIRE FOR CHRONIC RHINOSINUSITIS WITH NASAL POLYPS. $AZN"  
[X Link](https://x.com/doepke_michel/status/1979276980018385202) [@doepke_michel](/creator/x/doepke_michel) 2025-10-17T20:02Z 5617 followers, 1103 engagements


"$MDT initiates U.S. IDE clinical study evaluating Hugo robotic-assisted surgery system for gynecological procedures. $ISRG"  
[X Link](https://x.com/doepke_michel/status/1975879434029928787) [@doepke_michel](/creator/x/doepke_michel) 2025-10-08T11:02Z 5610 followers, XXX engagements


"$LNTH and $GEHC Announce Exclusive Licensing Agreement for Prostate Cancer Imaging Agent PYLARIFY (Piflufolastat F 18) in Japan"  
[X Link](https://x.com/doepke_michel/status/1970721213312840065) [@doepke_michel](/creator/x/doepke_michel) 2025-09-24T05:25Z 5610 followers, 1385 engagements


"$ACET Announces First Patient Dosed in Phase X Clinical Trial of ADI-001 in Treatment-Refractory Rheumatoid Arthritis (RA). Bought some shares last week"  
[X Link](https://x.com/doepke_michel/status/1978778326505304318) [@doepke_michel](/creator/x/doepke_michel) 2025-10-16T11:01Z 5617 followers, XXX engagements


"$CLYM to Present Data at American Society of Nephrology (ASN) Kidney Week 2025"  
[X Link](https://x.com/doepke_michel/status/1979141027106582901) [@doepke_michel](/creator/x/doepke_michel) 2025-10-17T11:02Z 5609 followers, XXX engagements


"$UTHR up XX% after positive Tyvaso data for the Treatment of #IPF. High unmet medical need in this indication"  
[X Link](https://x.com/doepke_michel/status/1962844725842493794) [@doepke_michel](/creator/x/doepke_michel) 2025-09-02T11:47Z 5609 followers, 8997 engagements


"$SNY Sanofis brivekimig achieved positive results in hidradenitis suppurativa in phase 2a study. $MLTX"  
[X Link](https://x.com/doepke_michel/status/1968180271704047881) [@doepke_michel](/creator/x/doepke_michel) 2025-09-17T05:08Z 5608 followers, 22.9K engagements


"$BRKR Announces Orders for NIH- and NSF-Funded NMR Systems from New York Structural Biology Center University of Delaware and Northwestern University"  
[X Link](https://x.com/doepke_michel/status/1974067850261238248) [@doepke_michel](/creator/x/doepke_michel) 2025-10-03T11:03Z 5606 followers, 2813 engagements


"#Icotrokinra seems very important for $JNJ. 2026 considerations below. $PTGX"  
[X Link](https://x.com/doepke_michel/status/1978049959774806521) [@doepke_michel](/creator/x/doepke_michel) 2025-10-14T10:47Z 5616 followers, 3277 engagements


"After $EVT M&A attempt: $HALO to Acquire Elektrofi Expanding Our Offerings in Innovative Drug Delivery and Strengthening Long-Term Growth into 2040s"  
[X Link](https://x.com/doepke_michel/status/1973343698923733296) [@doepke_michel](/creator/x/doepke_michel) 2025-10-01T11:06Z 5609 followers, 1691 engagements


"$NYXH Receives Approval from FDA for Genio System for the Treatment of Obstructive Sleep Apnea. $RMD"  
[X Link](https://x.com/doepke_michel/status/1954073586425303062) [@doepke_michel](/creator/x/doepke_michel) 2025-08-09T06:53Z 5602 followers, 1358 engagements


"$UCB shares up X% in early European trading after disappointing $MLTX HS results. #Bimzelx sales nearly quadrupled in the first half of the year. The momentum is likely to continue"  
[X Link](https://x.com/doepke_michel/status/1972546180145193262) [@doepke_michel](/creator/x/doepke_michel) 2025-09-29T06:17Z 5606 followers, 7609 engagements