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[@jeromeleonard5](/creator/twitter/jeromeleonard5)
"@MaverickNY @BiotechStrategy 300m series c in this market was a 50m one a year ago. Still 🍿 time at esmo"  
[X Link](https://x.com/jeromeleonard5/status/1978530514559463839) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-10-15T18:36Z 2274 followers, XXX engagements


"@BiotechSage @semodough Stop using $imcr trial as comp. It is useless"  
[X Link](https://x.com/jeromeleonard5/status/1979425301793816905) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-10-18T05:52Z 2274 followers, XXX engagements


"@JoseRestonVA @princetongb Id like to see that mtap deal with Roche materialise. And let then take a stake in $idya in the mid to high 40s on top of it. Could end up with nearly 2b in cash and a break even horizon in 27"  
[X Link](https://x.com/jeromeleonard5/status/1979595307152253086) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-10-18T17:07Z 2274 followers, 2130 engagements


"$gsk prmt5 bites the dust"  
[X Link](https://x.com/jeromeleonard5/status/1968285534989750769) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-09-17T12:06Z 2271 followers, 2201 engagements


"At least $cere management was smart enough to take the $ when they could"  
[X Link](https://x.com/jeromeleonard5/status/1972371841584169019) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-09-28T18:44Z 2269 followers, 2323 engagements


"$bmy prmt5 going after 1L mtap Pdac $tngx Study named: Moutain-TAP30 😆"  
[X Link](https://x.com/jeromeleonard5/status/1976152404081950943) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-10-09T05:07Z 2273 followers, 1778 engagements


"@NotthatkindofDr @JacobPlieth Id wait for the gsk update before drawing any conclusions on wrn. Data will be better than roche"  
[X Link](https://x.com/jeromeleonard5/status/1977720701680242965) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-10-13T12:58Z 2272 followers, XXX engagements


"@BigChodu XX% SI explains the ramp. 800m EV for a pre P2 onc company is frotty. High bar for differentiation for XXX vs bmy. As for the brain penetrant prmt5 gbm is Mount Everest but here no one made it past base camp. Funded for another X quarters so they need $ 25/30% dilution coming"  
[X Link](https://x.com/jeromeleonard5/status/1979073077171380239) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-10-17T06:32Z 2270 followers, XXX engagements


"ORR dropping from a cliff for 3rd line + patients should make it clear which one has the best eff. If we focus on the XXX dose $zlab is losing very deep resp pretty fast. For me the gr3 ae profile just look too good and this will come at cost of exposure levels & durability"  
[X Link](https://x.com/jeromeleonard5/status/1965424142859264078) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-09-09T14:36Z 2274 followers, 1290 engagements


"@17thfellow @belowcashbuyer Yes silly protections based on $imcr phase X results. Which was mostly a censoring craftsmanship wonder"  
[X Link](https://x.com/jeromeleonard5/status/1978871461034049813) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-10-16T17:11Z 2274 followers, XXX engagements


"@semodough I hope theyll provide a complete km curve of os events so we can compare how many of total N were still on trial by the time of that mOS event. For kimmtrak it was 33/252 or 13%"  
[X Link](https://x.com/jeromeleonard5/status/1979635910686711823) [@jeromeleonard5](/creator/x/jeromeleonard5) 2025-10-18T19:49Z 2274 followers, XXX engagements