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[@Banana_Oncology](/creator/twitter/Banana_Oncology)
"Important question here is while obviously we don't have the delta to placebo here $NKTR EASI-75 increased from XX% to XX% are we now in the $SNY Dupi efficacy zone"  
[X Link](https://x.com/Banana_Oncology/status/1968664011257344262) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-09-18T13:10Z 2223 followers, 7327 engagements


"$NKTR it's deepening from w16 to w24 and continues to deepen on w28. It is not even a plateau at the end of this curve How does this compare to $SNY Dupi"  
[X Link](https://x.com/Banana_Oncology/status/1968665522842562795) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-09-18T13:16Z 2223 followers, 4416 engagements


"Lol $XBI Biotech"  
[X Link](https://x.com/Banana_Oncology/status/1978835400744489182) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-16T14:48Z 2223 followers, 5552 engagements


"Judge just vacated $LLY $NKTR both the pre-trial conference and jury trial Cool 😁"  
[X Link](https://x.com/Banana_Oncology/status/1978213745319948528) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-14T21:38Z 2195 followers, 40.1K engagements


"Still insane to me even just to think how badly $ARVN and $PFE screwed up the clinical development plan for Vepdeg. Amazing potential but the constant delay and terrible design in trials. And now they need to sell Vepdeg for pennies"  
[X Link](https://x.com/Banana_Oncology/status/1979321292097532127) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-17T22:59Z 2200 followers, 3315 engagements


"Facts: - 90%+ civil lawsuits settle before trials in US - $LLY dropped counter claims against $NKTR - Judge first postpone and now entirely vacated pretrial conference and jury trial And people are like "may be it's just gov shut down who knows whether they will settle" 🤷🏻"  
[X Link](https://x.com/Banana_Oncology/status/1978271045367820473) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-15T01:25Z 2223 followers, 6382 engagements


"10x potential in $SMMT as in market cap $150b+"  
[X Link](https://x.com/Banana_Oncology/status/1979969924207440295) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-19T17:56Z 2223 followers, 11.6K engagements


"Wow Mamdani gave himself a XX% raise didn't show up to work and missed XX% of the voting Sounds like he may be a great candidate for the US Congress"  
[X Link](https://x.com/Banana_Oncology/status/1981211261447917784) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-23T04:09Z 2223 followers, 2239 engagements


"Can you imagine how infuriating it is for $NKTR to find these all out after discovery/deposition I don't think I have ever seen before a pharma like $LLY screw their biotech partner up this badly"  
[X Link](https://x.com/Banana_Oncology/status/1972746627833344061) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-09-29T19:33Z 2200 followers, 21.6K engagements


"Does this mean $RVMD can expect revenue as early as 2H 2026"  
[X Link](https://x.com/Banana_Oncology/status/1978931809502003659) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-16T21:11Z 2200 followers, 2697 engagements


"I know a lot of people thought I'm crazy when I said $RVMD revenue by 2026"  
[X Link](https://x.com/Banana_Oncology/status/1979015274541007167) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-17T02:43Z 2200 followers, 3203 engagements


"$RVMD RASolute XXX 2L PDAC Ph3 had completed enrollment on 20th Aug. Given mPFS of SOC chemo in 2L PDAC 3m. The study can potentially show topline PFS readout pretty much any day from now and topline OS readout as early as Q1 26"  
[X Link](https://x.com/Banana_Oncology/status/1979297045946261552) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-17T21:22Z 2200 followers, 2011 engagements


"@financebully GFH375 XX% G3+ TRAE median line of therapy = X even in a Chinese trial. Well good luck with that"  
[X Link](https://x.com/Banana_Oncology/status/1979950795438129527) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-19T16:40Z 2200 followers, XXX engagements


"@financebully $RVMD 6236 will read out positive in max X months and got the FDA voucher. Name one "fast follower" that can threaten that please And you think it will take 6236 will take 1-2 years to be SOC for PDAC Do you know how many oncologists/patients are lining up begging for 6236"  
[X Link](https://x.com/Banana_Oncology/status/1979952883614314875) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-19T16:48Z 2200 followers, XXX engagements


"Any idea why $SMMT keeps on increasing their Ph3 patient n number"  
[X Link](https://x.com/Banana_Oncology/status/1979959364518662529) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-19T17:14Z 2200 followers, 12K engagements


"@hannibalspeaks If $SMMT has to increase sample size by XXX% (400 to 1600) to make the p cut what it says about the Ivo effect size"  
[X Link](https://x.com/Banana_Oncology/status/1979961492763005124) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-19T17:23Z 2200 followers, XXX engagements


"Btw does anyone know are these vouchers drug specific or trial specific That is if the voucher will only accelerate review/approval of the indicated filing (e.g. $RVMD PDAC) or would all future filings (e.g. $RVMD NSCLC) of the same drug be accelerated too"  
[X Link](https://x.com/Banana_Oncology/status/1980109190065533388) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-20T03:09Z 2200 followers, 3381 engagements


"$RVMD I guess this secured the PDAC 1L market"  
[X Link](https://x.com/Banana_Oncology/status/1965873084487045520) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-09-10T20:20Z 2221 followers, 39.9K engagements


"There is this "ADC" for UC with its PDE4 warhead validated to be efficacious by X large trials (38% delta RR to PBO) and its "target" EXCLUSIVELY "expressed" in the lower GI tract And people ain't excited about this Oh nvm Point72 just bought XXX% of $PALI in open market"  
[X Link](https://x.com/Banana_Oncology/status/1975714624080109915) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-08T00:07Z 2217 followers, 7564 engagements


"$PALI Point72: XXX% Commodore: XXX% Deep Track: XXX% Squadron: XXX% More to come After all these 13Gs may be interesting to find out majority of the remaining floats are held by the X very smart BioX accounts 😂😂😂"  
[X Link](https://x.com/Banana_Oncology/status/1976021250750415035) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-08T20:25Z 2221 followers, 58.6K engagements


"I want to reiterate NO ONE is coming even close to $RVMD RMC-6236 and RMC-9805 despite years behind. See $VSTM durability (and tolerability) I expect RMC-9805 data to be very good given 1) RAS-ON & 2) covalent"  
[X Link](https://x.com/Banana_Oncology/status/1979923252316115183) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-19T14:51Z 2223 followers, 9041 engagements


"@Biotech2k1 And they own a small fraction of the PD1 market Anyway good luck to your $SMMT long"  
[X Link](https://x.com/Banana_Oncology/status/1980004781553823895) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-19T20:15Z 2223 followers, XXX engagements


"@avidresearch And $GILD 😂"  
[X Link](https://x.com/Banana_Oncology/status/1980996503654240703) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-22T13:55Z 2221 followers, XXX engagements


"$PALI Point72: XXX% Commodore: XXX% Deep Track: XXX% Squadron: XXX% (corrected) Perspective: 9.9%"  
[X Link](https://x.com/Banana_Oncology/status/1976379215185576396) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-09T20:08Z 2222 followers, 18.4K engagements


"$PALI Point72: XXX% Commodore: XXX% Deep Track: XXX% Squadron: XXX% (corrected) Perspective: XXX% RA: XXX% More coming"  
[X Link](https://x.com/Banana_Oncology/status/1976386436535607754) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-09T20:37Z 2222 followers, 7340 engagements


"Tripling up the Ph3 sample sizes is going to cost a lot of money $SMMT"  
[X Link](https://x.com/Banana_Oncology/status/1980977502467334228) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-22T12:40Z 2223 followers, 5194 engagements


"@Ambroise23968 $UNH owns OptumRx (the PBM) who then sets the price. Imatinib patent expired in 2022 it's all generic now and nothing to do with big pharma"  
[X Link](https://x.com/Banana_Oncology/status/1981070201514053849) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-22T18:48Z 2222 followers, XX engagements


"@DavidCastillo99 @Andre_AGTC @aggregategains Everything is broken healthcare system congress white house left and right Oh wait insurance companies ain't broken"  
[X Link](https://x.com/Banana_Oncology/status/1981080119813820505) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-22T19:28Z 2223 followers, XXX engagements


"@aggregategains NYC is f-ed either way a race among Mamdani Cuomo Curtis and Adams"  
[X Link](https://x.com/Banana_Oncology/status/1981314216331030665) [@Banana_Oncology](/creator/x/Banana_Oncology) 2025-10-23T10:58Z 2223 followers, XX engagements