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[@jayg327](/creator/twitter/jayg327)
"$abvx maintenance data risk is minimal IMO blockbuster potential largest position bought between XX and 90"  
[X Link](https://x.com/jayg327/status/1977775194703065099) [@jayg327](/creator/x/jayg327) 2025-10-13T16:35Z XXX followers, 1333 engagements


"$mrk reason: keytruda cliff urgent need for big needle-moving acquisitions to replenish that revenue. proven appetite for IBD assets (example prometheus) Obe will help them become a powerhouse in IBD and diversify their reliance on TL1A. 2/4"  
[X Link](https://x.com/jayg327/status/1978595849253883957) [@jayg327](/creator/x/jayg327) 2025-10-15T22:56Z XXX followers, XXX engagements


"$pfe reason: multiple patent cliffs (eliquis Ibrance Xtandi etc) proven appetite in IBD assets(e.g. Arena in 2022 for $XXX bil) urgency here is real"  
[X Link](https://x.com/jayg327/status/1978597027857743994) [@jayg327](/creator/x/jayg327) 2025-10-15T23:01Z XXX followers, XXX engagements


"bought a X% in $opy at $XX. h/t to @blondesnmoney for all the great ideas he shares. The only one I had substantial $ in was $AII. put on a XX% pos $XX after doing my own research. Last couple of days have been tough for financials but hopefully better days to come"  
[X Link](https://x.com/jayg327/status/1979293144673063271) [@jayg327](/creator/x/jayg327) 2025-10-17T21:07Z XXX followers, XXX engagements