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[@doepke_michel](/creator/twitter/doepke_michel)
"$BPMC leader in the SM niche acquired by $SNY $VRNA with novel treatment for COPD acquired by $MRK In my opinion the next logical takeover candidate among the commercial stage biotechs is $MDGL. First mover in the field of NASH. Blockbuster in the making. Could be in the same price range. $PFE $BMY $NVS"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942896827302326622) 2025-07-09 10:41:15 UTC 4843 followers, 6480 engagements


"Quo vadis #NovoNordisk Current analyst estimates imply sales growth of around XX% and operating profit growth of around XX% - P/E XX for '25 and XX for '26. Despite all the headwinds even if Novo Nordisk cancels the upper end of its forecast estimates are unlikely to fall any further. Good risk/reward ratio here imo. $NVO $NOVOB $LLY"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1946176905088057607) 2025-07-18 11:55:07 UTC 4843 followers, 1363 engagements


"India's Glenmark Pharma soars XX% to record high on $ABBV cancer treatment licensing deal"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1943594639115632744) 2025-07-11 08:54:06 UTC 4843 followers, XXX engagements


"Goldman initiated $UCB with a "Buy" and PT $250"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945351992856973665) 2025-07-16 05:17:12 UTC 4843 followers, XXX engagements


"$NVO $NOVOB #NovoNordisk - #Amycretin results from a phase 1b/2a randomised controlled study. "High proportion of discontinuations". $LLY $VKTX"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1943632096611737889) 2025-07-11 11:22:57 UTC 4842 followers, 13.4K engagements


"Sino with an interesting move to acquire LaNova for up to $951M. $MRK entered into Exclusive Global License for LM-299 An Investigational Anti-PD-1/VEGF Bispecific Antibody from LaNova Medicines back in November - $588M upfront $BNTX $SMMT $PFE"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945105697462513908) 2025-07-15 12:58:31 UTC 4842 followers, 2528 engagements


"$NBIX Presents One-Year Data Showing Sustained Efficacy of CRENESSITY (crinecerfont) in Adult Patients at ENDO 2025. Should be supportive for a strong launch. Q2 earnings on Wednesday July 30"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1944753998977802410) 2025-07-14 13:40:59 UTC 4840 followers, 1253 engagements


"$CORT Submits New Drug Application for Relacorilant as a Treatment for Patients with Platinum-Resistant Ovarian Cancer. $ABBV"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1944729228684976503) 2025-07-14 12:02:34 UTC 4842 followers, 4731 engagements


"$BONEX #Bonesupport published a strong Q2 report today. Gross margin stable at stunning XXXX percent net cash position tripled. Torbjrn Skld will take over as the new CEO on September X 2025. Emil did a great job. 👏👏👏"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945115281774325839) 2025-07-15 13:36:36 UTC 4843 followers, 3375 engagements


"Antimicrobial resistance is an invisible global problem - and the pharmaceutical and biotech industry has not developed any real innovations to solve this problem in recent decades. One reason: not very lucrative. $BONEX #Bonesupport can be part of the solution"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1849416110153650618) 2024-10-24 11:42:15 UTC 4843 followers, 2072 engagements


"$BONEX #Bonesupport +1.000% in five years. As I mentioned several times before: One of the best high margin growth stories in Europe 🦴"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1868634793459732936) 2024-12-16 12:30:26 UTC 4843 followers, 4427 engagements


"#Akeso Announces First Patient Enrolled in the Phase III Trial AK112-312/HARMONi-GI6of Ivonescimab for First-Line Treatment of Advanced Metastatic Colorectal Cancer. $SMMT"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945352745789075532) 2025-07-16 05:20:12 UTC 4843 followers, 1089 engagements


"$MTSR up XX% in five days. Best performing #obesity play in the past few weeks. Something brewing $LLY $NVO"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945117923896365381) 2025-07-15 13:47:06 UTC 4841 followers, 5576 engagements


"$CANTA #Cantargia +195% - announces the acquisition of its CAN10 IL1RAP immunology program by Otsuka Pharmaceutical. $33M upfront + up to $580M milestones + earn-out payments from global product sales"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945120204935098798) 2025-07-15 13:56:10 UTC 4841 followers, 1764 engagements


"$SNY announces extension of $BPMC tender offer"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945727986428203093) 2025-07-17 06:11:16 UTC 4843 followers, 3672 engagements


"Alpha-based theranostics are on the horizon. $RYZB $BMY $PNT $LLY $FUSN $AZN $NVS (Source: #IonBeamApplications)"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1909537070671905134) 2025-04-08 09:21:29 UTC 4842 followers, XXX engagements


"$AZN #Astrazeneca Baxdrostat met the primary and all secondary endpoints in BaxHTN Phase III trial in patients with uncontrolled or treatment resistant hypertension. $CINC acquisition (January 2023) pays off"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1944714969359978990) 2025-07-14 11:05:54 UTC 4841 followers, XXX engagements


"$GILD Finalizes Agreement With the Global Fund to Accelerate Access to Twice-Yearly Lenacapavir for HIV Prevention for up to Two Million People in Primarily Low- and Lower-Middle-Income Countries"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942917276392452366) 2025-07-09 12:02:31 UTC 4843 followers, 1085 engagements


"$LXEO Announces FDA Breakthrough Therapy Designation for LX2006 in Friedreich Ataxia. $BIIB"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942177269046239522) 2025-07-07 11:01:59 UTC 4841 followers, XXX engagements


"$ITCI $SWTX and $BPMC gone. I will add three new commercial stage biotechs to this potential M&A list: $TGTX - MS product: Briumvi $DAWN - Oncology product: Ojemda $BBIO - rare genetic diseases / oncology product: Attruby/Beyonttra"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1930565301923377649) 2025-06-05 10:00:10 UTC 4842 followers, 20.4K engagements


"$MRK to acquire $VRNA - many people are just talking about the sales potential in #COPD which is a clear and huge blockbuster opportunity. But #VeronaPharma is running more interesting trials with ensifentrine. $VRTX $REGN"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942903503195615462) 2025-07-09 11:07:47 UTC 4840 followers, 2552 engagements


"$APLS to Receive up to $XXX Million from Royalty Purchase Agreement with $Sobi forEx-U.S. Royalties of Aspaveli (systemic pegcetacoplan)"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1940003320753438881) 2025-07-01 11:03:29 UTC 4843 followers, XXX engagements


"$SRPT Third patient dies after receiving one of Sarepta's gene therapies now a patient with LGMD"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1946146660129656947) 2025-07-18 09:54:56 UTC 4843 followers, XXX engagements


"$BMY $TPTX U.S. Food and Drug Administration Accepts for Priority Review Bristol Myers Squibbs Application for Augtyro (repotrectinib) for the Treatment of Patients with NTRK-Positive Locally Advanced or Metastatic Solid Tumors. $LLY $LOXO $RHHBY"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1757736954576204191) 2024-02-14 12:02:01 UTC 4843 followers, XXX engagements


"$SMMT key message after the latest Ivonescimab data set. The crucial point remains the validity of Chinese study data imho. #Akeso $BNTX $PFE $MRK"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1928405118678147127) 2025-05-30 10:56:22 UTC 4843 followers, 6456 engagements


"$BONEX #Bonesupport - key comments from CEO Billbck. #CERAMENT V submission to the FDA planned in Q1/25. Expecting sales growth of over XX percent in 2025. As In mentioned several times before: One of the best European high margin growth stories - and it will continue. 🦴"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1894292930283676042) 2025-02-25 07:46:43 UTC 4843 followers, 1794 engagements


"$NVO $NOVOB New Wegovy dose submitted to European Medicines Agency for approval with X in X trial participants achieving XX% or more weight loss. $LLY"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942573241413099929) 2025-07-08 13:15:26 UTC 4843 followers, 3140 engagements


"$BONEX #Bonesupport reiterated with a "Buy" and SEK XXX PT at ABGSC. EBIT estimates up for 25e-27e"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945367490604744776) 2025-07-16 06:18:47 UTC 4843 followers, 2106 engagements


"$BMY Announces Topline Results from Phase X INDEPENDENCE Trial for Reblozyl (luspatercept-aamt) in Adult Patients with Myelofibrosis-Associated Anemia - did not meet its primary endpoint"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1946163853567414770) 2025-07-18 11:03:15 UTC 4842 followers, 1981 engagements


"Smart move $JNJ. $ITCI acquisition ahead of dropping aticaprant. A fail ahead of the acquisition plans could have led to a more expensive price tag. #MDD"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1897993421790253432) 2025-03-07 12:51:09 UTC 4843 followers, 4224 engagements


"$BONEX #Bonesupport PT raised ahead of Q3 earnings from SEK XXX to SEK XXX at ABGSC - "Buy". 🦴"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1846070143744344168) 2024-10-15 06:06:35 UTC 4843 followers, 7212 engagements


"$CAI Announces New Study Demonstrating the Power and Clinical Utility of its Caris Assure Blood-Based Assay for Multi-Cancer Early Detection Minimal Residual Disease and Therapy Selection. $GRAL $PSNL"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942532700872818961) 2025-07-08 10:34:21 UTC 4842 followers, 1282 engagements


"$PFE $BMY to Offer Blockbuster Blood Thinner at Discount. Maybe $JNJ and $BAYN should do the same with #Xarelto to defend themselves against generic competition"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945795379670171950) 2025-07-17 10:39:04 UTC 4843 followers, 1421 engagements


"$SMMT #Akeso - as I mentioned several times before: The validity of the data from Chinese companies is the crucial point. I am curious to see how the approval process of the compounds from 3SBio and Biotheus looks like. $BNTX $BMY $PFE"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1930181588337250802) 2025-06-04 08:35:26 UTC 4843 followers, 2714 engagements


"$RVMD and Iambic Announce Technology and Research Collaboration Using Iambics AI Discovery Tools to Pursue New Drug Candidates"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942917673962131761) 2025-07-09 12:04:05 UTC 4843 followers, XXX engagements


"$NVO $NOVOB #NovoNordisk CagriSema XXX mg / XXX mg demonstrated XXXX% mean weight reduction in adults with overweight or obesity in REDEFINE X published in New England Journal of Medicine. $LLY"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1936772827966836934) 2025-06-22 13:06:40 UTC 4844 followers, 7833 engagements


"$NBIX shares up XX% after Q1 earnings strong Crenessity launch; guidance reaffirmed"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1919486620786364868) 2025-05-05 20:17:27 UTC 4842 followers, 2828 engagements


"$MDGL Receives Notice of Allowance from U.S. Patent and Trademark Office for New U.S. Patent Covering Rezdiffra (Resmetirom)"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945453848472043757) 2025-07-16 12:01:56 UTC 4843 followers, 9762 engagements


"$MDGL up X% after really important patent news - protection until 2044. Reminds me of $ITCI when the patent overhang was lifted and then a short time later $JNJ acquired the company"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945462465019437397) 2025-07-16 12:36:11 UTC 4842 followers, 13.1K engagements


"$XBI It is time for a move higher in biotech says Mizuho's Jared Holz $GILD $INSM $BMRN $BBIO"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942589665611243647) 2025-07-08 14:20:42 UTC 4842 followers, 1737 engagements


"$JSPR down 40%: Reports Clinical Data Update from Briquilimab Studies in Chronic Spontaneous Urticaria. $BPMC $CLDX (I own shares of $CLDX)"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942188000076599661) 2025-07-07 11:44:37 UTC 4843 followers, 5725 engagements


"$BONEX #Bonesupport - SOLARIO data have gamechanger potential for local antibiotics. There is a high unmet medical need - what means huge additional growth potential for the Swedish medtech company"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1849410866686366093) 2024-10-24 11:21:25 UTC 4843 followers, 5134 engagements


"$CAPR Provides Regulatory Update on Deramiocel BLA for Duchenne Muscular Dystrophy. $SRPT"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1943628273541353834) 2025-07-11 11:07:45 UTC 4842 followers, 13.8K engagements


"$LLY FDA approves updated label for Lilly's Kisunla (donanemab-azbt) with new dosing in early symptomatic Alzheimer's disease. $BIIB"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942928876176646426) 2025-07-09 12:48:36 UTC 4841 followers, XXX engagements


"$NVS got access to #Pluvicto with the acquisition of #Endocyte back in 2018. This year #Novartis will generate approximately the purchase price with Pluvicto sales alone. Probably one of the best takeovers by Novartis in recent years which has quickly paid off"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945723900895117732) 2025-07-17 05:55:02 UTC 4843 followers, 6762 engagements


"$COGT positive top-line results from the registration-directed Part X of the SUMMIT clinical trial of bezuclastinib in patients with non-advanced systemic mastocytosis (NonAdvSM). NDA submission to FDA expected by end of 2025. $BPMC $SNY"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1942180954354688318) 2025-07-07 11:16:38 UTC 4843 followers, 1935 engagements


"Back in December 2019 $SRPT got $1.15B upfront from $RHHBY. Now the marketcap of the company after the 3rd death is just $1.35B. $850M Cash"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1946288350073098337) 2025-07-18 19:17:57 UTC 4843 followers, 1410 engagements


"#Galderma unveils final nine-month data showing lasting efficacy and patient satisfaction with its Injectable Aesthetics portfolio when addressing facial aesthetic changes after medication-driven weight loss"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1945738681211404594) 2025-07-17 06:53:46 UTC 4843 followers, 2749 engagements


"$IOVA Real-World Data Demonstrate a XX% Response Ratefor Commercial Amtagvi in Patients with Advanced Melanoma"  
![@doepke_michel Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1350720698591936515.png) [@doepke_michel](/creator/x/doepke_michel) on [X](/post/tweet/1944722145768046647) 2025-07-14 11:34:25 UTC 4843 followers, 1972 engagements