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[@PCM_bio](/creator/twitter/PCM_bio)
"Imagine being $MRK and seeing $10bn of sales on table (about XX% of which is very de-risked) and saying nah Im good lets do another EyeBio $insm"  
[X Link](https://x.com/PCM_bio/status/1973856419834482724) [@PCM_bio](/creator/x/PCM_bio) 2025-10-02T21:03Z 2536 followers, 10.8K engagements


"Talk to me $abvx 🪿"  
[X Link](https://x.com/PCM_bio/status/1976285176738226573) [@PCM_bio](/creator/x/PCM_bio) 2025-10-09T13:54Z 2542 followers, 8598 engagements


"PCM X% in $ptgx . very bullish for $abvx M&A case given encumbrance by $jnj Tick tock"  
[X Link](https://x.com/PCM_bio/status/1976673435830136905) [@PCM_bio](/creator/x/PCM_bio) 2025-10-10T15:37Z 2537 followers, 7648 engagements


"$abvx $ptgx #PCManiacs"  
[X Link](https://x.com/PCM_bio/status/1976677770404282423) [@PCM_bio](/creator/x/PCM_bio) 2025-10-10T15:54Z 2537 followers, 7950 engagements


"@PersimmonTI $mrk $azn about to go-to-market with competitive LDL-C lowering programs and then $AMGN with Repatha. Think these X are the X least-likely acquirers"  
[X Link](https://x.com/PCM_bio/status/1977748150174568471) [@PCM_bio](/creator/x/PCM_bio) 2025-10-13T14:47Z 2542 followers, XXX engagements


"@PersimmonTI Still have not heard justification for $azn $mrk and $AMGN as potential acquirers. Waiting patiently $nams"  
[X Link](https://x.com/PCM_bio/status/1978059335390437493) [@PCM_bio](/creator/x/PCM_bio) 2025-10-14T11:24Z 2540 followers, XXX engagements


"I agree. But because they both at their core LDL-C lowering if you are $MRK or $azn its very unlikely youll be trying to launch obicetrapib at exact same time of PCSK9 launch. Or as $AMGN launching repatha you may cannibalize your own sales except in the very high lp(a) population. I just cant see the strategic case unless your PCSK9 launch has peaked out which is not the case for Repatha"  
[X Link](https://x.com/PCM_bio/status/1978228350624927972) [@PCM_bio](/creator/x/PCM_bio) 2025-10-14T22:36Z 2542 followers, XXX engagements


"I dont think Sports was arguing for a $MRK or $azn takeout based on the commentary. obi is a jack of all trades and less so a master of one. Needs to be a discrete launch as it will require intensive detailing + access . just cant see a payer willfully paying for obi + pcks9 when it is challenging as is to get pcsk9 $nams"  
[X Link](https://x.com/PCM_bio/status/1978238241036988561) [@PCM_bio](/creator/x/PCM_bio) 2025-10-14T23:15Z 2537 followers, XXX engagements


"@Banana_Oncology @DickMedChem Agreed. Keytruda LOE has nothing to do with ivo. Bigger concern is their broad PD1/VEGF program which is now impaired $mrk. Same with $pfe 3SBio"  
[X Link](https://x.com/PCM_bio/status/1964811157350564231) [@PCM_bio](/creator/x/PCM_bio) 2025-09-07T22:00Z 2544 followers, XXX engagements


"@bio_clouseau Feels like $sny . they announced amlitelimab data the next day"  
[X Link](https://x.com/PCM_bio/status/1975176640809353325) [@PCM_bio](/creator/x/PCM_bio) 2025-10-06T12:29Z 2544 followers, XXX engagements


"Keep talking $abvx. Were listening 🪿"  
[X Link](https://x.com/PCM_bio/status/1976596726053261512) [@PCM_bio](/creator/x/PCM_bio) 2025-10-10T10:32Z 2542 followers, 8334 engagements


"Have we seen any recent leaks actually lead to higher bids And for $ptgx in particular what is the point when assets are encumbered $ptgx Party C changed its mind and really wants to own XX% of ico Leaks just create opportunities to disappoint $xbi $ibb"  
[X Link](https://x.com/PCM_bio/status/1977706275036184893) [@PCM_bio](/creator/x/PCM_bio) 2025-10-13T12:01Z 2544 followers, 4158 engagements


"17%* in $abvx"  
[X Link](https://x.com/PCM_bio/status/1974930221100142982) [@PCM_bio](/creator/x/PCM_bio) 2025-10-05T20:10Z 2545 followers, 25.2K engagements


"Who would be the winning horse for $mlys $bmy - need more cardio as they stare down Eliquis. Another CV oral option with Camzyos + potentially milvexian $mrk - natural fit but PCSK9 is peptide vs small molecule. Not sure if gating item or not (AZN LDL-C + Hypertension both small mol as example). Is revenue opp big enough for them to prioritize right here right now vs something bigger (i.e. $insm ) $lly - studying orfo in hypertension / OSA . natural go-to-market with two oral small mol $nvs - do they believe in QCZ484 Obviously need more Cardio $pfe - still have some capacity post $mtsr to"  
[X Link](https://x.com/PCM_bio/status/1978107480614838299) [@PCM_bio](/creator/x/PCM_bio) 2025-10-14T14:35Z 2545 followers, 4097 engagements


"18%* in $abvx"  
[X Link](https://x.com/PCM_bio/status/1979228486129635443) [@PCM_bio](/creator/x/PCM_bio) 2025-10-17T16:50Z 2545 followers, 8013 engagements