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[@bio_clouseau](/creator/twitter/bio_clouseau)
"$AKRO $NVO premium with 5/19 considered market speculation start date. $GSK bought Boston on 5/14"  
[X Link](https://x.com/bio_clouseau/status/1976232130591256759) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-09T10:23Z 20K followers, 3371 engagements


"$JNJ doesnt seem too impressed with $PTGX contribution towards the development of its oral IL-23"  
[X Link](https://x.com/bio_clouseau/status/1922672266455748645) [@bio_clouseau](/creator/x/bio_clouseau) 2025-05-14T15:16Z 20K followers, 22.6K engagements


"Huge drop down in efficacy in P3 from the P2 studies and weirdly the Q12W did between than Q4W. OX40L/OX40 ( $AMGN $ASTX) mabs wont trouble Dupi . $SNY down XX% on not being able to compete with dupi"  
[X Link](https://x.com/bio_clouseau/status/1963524061914398900) [@bio_clouseau](/creator/x/bio_clouseau) 2025-09-04T08:46Z 20K followers, 15.2K engagements


"Looks like $MTSR received a numerically better offer from a "party 1" but had to turn it down for regulatory + CVR timeline reasons. The former maybe implying that party X was perhaps $NVO $PFE"  
[X Link](https://x.com/bio_clouseau/status/1975161235210485788) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-06T11:28Z 20K followers, 40.5K engagements


"Wow hail mary for $SPRB . Literally had a month or two"  
[X Link](https://x.com/bio_clouseau/status/1975261847537217843) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-06T18:08Z 20K followers, 16.3K engagements


"I think for me the most interesting part about the Peter Marks move is that $LLY now has an infectious disease focus. Unless immunology got mixed up with ID"  
[X Link](https://x.com/bio_clouseau/status/1975624010642956708) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-07T18:07Z 20K followers, 7544 engagements


"Thats about 1/3 lower than the XX per share for 400M+ from early last year. So was early last year hotter than now"  
[X Link](https://x.com/bio_clouseau/status/1976203203801907535) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-09T08:28Z 20K followers, 8494 engagements


"What is track record of rumored deals on friday that didn't occur the following monday"  
[X Link](https://x.com/bio_clouseau/status/1977700760566546847) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-13T11:39Z 20K followers, 9121 engagements


"So doesnt look like the main event M&A wont happen today which likely means that $JNJ actually believes what it said below about $PTGX. Just wants the share of icotrokinra it doesnt own and ptgx thinks otherwise in terms of valuation"  
[X Link](https://x.com/bio_clouseau/status/1978055373912207569) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-14T11:08Z 20K followers, 13.3K engagements


"What does Stat sig mean in this context Is Akeso just looking at p0.05 or was there a pre defined value that wasn't affected by all the interim looks Isnt this final look going to affect Harmoni OS stat anyway Seems a meaningless point"  
[X Link](https://x.com/bio_clouseau/status/1960668387933073918) [@bio_clouseau](/creator/x/bio_clouseau) 2025-08-27T11:39Z 20K followers, 8883 engagements


"Pretty decent track record for $PFE discards. $RXDX TL1A 11B $CERE neurology discards for 8.7B and now $TRML IL-6 for 1.4B. Impressive R&D team not so much the BD/outlicensing team"  
[X Link](https://x.com/bio_clouseau/status/1965371071949144499) [@bio_clouseau](/creator/x/bio_clouseau) 2025-09-09T11:05Z 20K followers, 15.6K engagements


"How was $IMRX able to raise XXX M including 25M from $SNY when ORR seems similar to gem+NabP Some questionable decisions on the oncology front from SNY"  
[X Link](https://x.com/bio_clouseau/status/1971147870796677345) [@bio_clouseau](/creator/x/bio_clouseau) 2025-09-25T09:40Z 20K followers, 9224 engagements


"$AZN $DSKNY Datroway met both PFS AND OS endpoints in Tropion-breast02 1st line IO ineligible TNBC P3 $GILD 20B ADC Trodelvy still waiting on OS in ASCENT-03"  
[X Link](https://x.com/bio_clouseau/status/1975112692320096469) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-06T08:15Z 20K followers, 2690 engagements


"Party X also interesting mention of "recent internal development""  
[X Link](https://x.com/bio_clouseau/status/1975170880096415817) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-06T12:06Z 20K followers, 2628 engagements


"$ABBV $GMAB Presentations from X folate targetting ADC's to be presented over next X weeks all with topo-1 1) $LLY LY4170156 @ ESMO 2) $AZN AZD5335 @ ESMO 3) $ZYME @ EORTC"  
[X Link](https://x.com/bio_clouseau/status/1978044483645096058) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-14T10:25Z 20K followers, 4701 engagements


"$TSHA Marketcap almost double that of $NGNE likely based on assumption $ALPMY acquiring the company"  
[X Link](https://x.com/bio_clouseau/status/1979144508076900796) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-17T11:16Z 20K followers, 9618 engagements


"@NachoTrust $RVMD if it means government has pricing power over 6236 its going going to lose a ton of revenue in the long term"  
[X Link](https://x.com/bio_clouseau/status/1979150910547763387) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-17T11:42Z 20K followers, XXX engagements


"$CRBP Decent but early HNSCC data. XX% cORR at both doses. PR says X uPR at high dose including X ongoing but dont see them in swim plot . Some responses ongoing in HNSCC . cORR in cervical at high dose XX% and UC XX% . Median lines of TX = X for all patients so X line more advanced than other recent EGFR data from MRUS JNJ. Is data competitive enough to run a late stage P3 Probably comparable to Hengrui SHR-A2102"  
[X Link](https://x.com/bio_clouseau/status/1979465997179347086) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-18T08:34Z 20K followers, XXX engagements


"$CRBP Decent but early HNSCC data. XX% cORR at both doses. PR says X uPR at high dose including X ongoing but dont see them in swim plot . Some responses ongoing in HNSCC . cORR in cervical at high dose XX% and UC XX% . Median lines of TX = X for all patients so X line more advanced than other recent EGFR data from MRUS JNJ. Is data competitive enough to run a late stage P3 Probably comparable to Hengrui SHR-A2102"  
[X Link](https://x.com/bio_clouseau/status/1979469258972176438) [@bio_clouseau](/creator/x/bio_clouseau) 2025-10-18T08:47Z 20K followers, 15.3K engagements