[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@bio_clouseau](/creator/twitter/bio_clouseau) "$NVS $ECYT Lu-PSMA-617 versus cabazitaxel in patients with metastatic castration-resistant prostate cancer Interesting PFS curves"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1359958953510252546) 2021-02-11 20:14:15 UTC 19.6K followers, XX engagements "I only recall one other time where there was a run up like this without a media leak. $GSK bid for $EIDX but it had to go through $BBIO so some potential for a leak. In the case of $XLRN wonder what the scenario is"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1441484120144715778) 2021-09-24 19:26:10 UTC 19.6K followers, XX engagements "$SRPT gets a platform tech designation on 6/4 for its AAVrh74 viral vector for LGMD 2E/R4 which seems to indicate the viral vector is "well understood" and "utilized by more than one drug without an adverse effect on quality manufacturing or safety". A little more than a month later FDA asks to voluntarily stop all shipments and issues a statement saying Sarepta "refused" the request and also pulls the platform designation just handed a month earlier. A lot of fingers being pointed at SRPT (rightfully)for being far from transparant but the FDA is not without fault either with its new found"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1946508655873995232) 2025-07-19 09:53:22 UTC 19.6K followers, 30.1K engagements "$ECYT history with $NVS : NVS X weeks after ECYT signed the PSMA compound - We want to know more about PSMA617. X months later - We may want to buy your company. initial offer - XXXXX then XX then XX then on june 4th NVS to ECYT - hold on. we need to slow down"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1063398044824203265) 2018-11-16 11:47:05 UTC 19.6K followers, XX engagements "Not sure of the details of the $RARE CRL but the post by the CEO refutes some of the rhetoric coming from the fda with respect to flexibility for rare diseases. Though the company PR mentions "months" to respond so in fairness to the FA its unclear that with a little more than a month to go what could have been done to avoid a CRL"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1944850235974414402) 2025-07-14 20:03:24 UTC 19.6K followers, 2502 engagements "$SMMT also raising 500M through an offering and another 520M through a note which Mr Duggan seems to be mostly funding. Burning through the $PCYC proceeds with $AKAO and now SMMT. For a PD-1/VEGF compound with mainly combo data"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1600108445750788097) 2022-12-06 12:42:36 UTC 19.6K followers, XX engagements "Mail on some $GSK deal rumors Both seem like partnerships vs buyouts but unclear how authentic the information is $EIDX $PRTA $BBIO"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1340593908565372928) 2020-12-20 09:44:29 UTC 19.6K followers, XX engagements "Quite remarkable that most are equating some misleading mixed with bombastic statements to be good communication from the FDA. A sign of the times where simply "flooding the zone" works"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1944730944591556608) 2025-07-14 12:09:23 UTC 19.6K followers, 11.1K engagements "Competitor bashing is quite frequent. Just a few years ago it was $ISEE and $APLS. Even between small and big like $MRTX and $AMGN and $CLVS $AZN (which didnt end well for the former). $BPMC has been involved in quite a few with $LOXO then $DCPH and now $COGT. I think they both have valid arguments. Ayvakit went from XXX /300 QD for AdvSM and GIST to 25mg to avoid the intracranial AE's. Remains to be seen how Bezu LT safety holds up though efficacy looks much better. Ava's 1st to market should help and even if Bezu struggles in ISM there is the GIST opportunity so not much to be bearish at a"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1936003314061074602) 2025-06-20 10:08:53 UTC 19.6K followers, 8196 engagements "Interestingly $EIDX started climbing rapidly well above what $BBIO offered around 11/15 when "company C" initially informed mgmt about a substantial offer. Remarkable"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1337422209002954753) 2020-12-11 15:41:17 UTC 19.6K followers, XX engagements "$INCY could be Party B from the $KDMN bidding process"  [@bio_clouseau](/creator/x/bio_clouseau) on [X](/post/tweet/1442436008528674824) 2021-09-27 10:28:38 UTC 19.6K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@bio_clouseau
"$NVS $ECYT Lu-PSMA-617 versus cabazitaxel in patients with metastatic castration-resistant prostate cancer Interesting PFS curves"
@bio_clouseau on X 2021-02-11 20:14:15 UTC 19.6K followers, XX engagements
"I only recall one other time where there was a run up like this without a media leak. $GSK bid for $EIDX but it had to go through $BBIO so some potential for a leak. In the case of $XLRN wonder what the scenario is" @bio_clouseau on X 2021-09-24 19:26:10 UTC 19.6K followers, XX engagements
"$SRPT gets a platform tech designation on 6/4 for its AAVrh74 viral vector for LGMD 2E/R4 which seems to indicate the viral vector is "well understood" and "utilized by more than one drug without an adverse effect on quality manufacturing or safety". A little more than a month later FDA asks to voluntarily stop all shipments and issues a statement saying Sarepta "refused" the request and also pulls the platform designation just handed a month earlier. A lot of fingers being pointed at SRPT (rightfully)for being far from transparant but the FDA is not without fault either with its new found" @bio_clouseau on X 2025-07-19 09:53:22 UTC 19.6K followers, 30.1K engagements
"$ECYT history with $NVS : NVS X weeks after ECYT signed the PSMA compound - We want to know more about PSMA617. X months later - We may want to buy your company. initial offer - XXXXX then XX then XX then on june 4th NVS to ECYT - hold on. we need to slow down" @bio_clouseau on X 2018-11-16 11:47:05 UTC 19.6K followers, XX engagements
"Not sure of the details of the $RARE CRL but the post by the CEO refutes some of the rhetoric coming from the fda with respect to flexibility for rare diseases. Though the company PR mentions "months" to respond so in fairness to the FA its unclear that with a little more than a month to go what could have been done to avoid a CRL" @bio_clouseau on X 2025-07-14 20:03:24 UTC 19.6K followers, 2502 engagements
"$SMMT also raising 500M through an offering and another 520M through a note which Mr Duggan seems to be mostly funding. Burning through the $PCYC proceeds with $AKAO and now SMMT. For a PD-1/VEGF compound with mainly combo data" @bio_clouseau on X 2022-12-06 12:42:36 UTC 19.6K followers, XX engagements
"Mail on some $GSK deal rumors Both seem like partnerships vs buyouts but unclear how authentic the information is $EIDX $PRTA $BBIO" @bio_clouseau on X 2020-12-20 09:44:29 UTC 19.6K followers, XX engagements
"Quite remarkable that most are equating some misleading mixed with bombastic statements to be good communication from the FDA. A sign of the times where simply "flooding the zone" works" @bio_clouseau on X 2025-07-14 12:09:23 UTC 19.6K followers, 11.1K engagements
"Competitor bashing is quite frequent. Just a few years ago it was $ISEE and $APLS. Even between small and big like $MRTX and $AMGN and $CLVS $AZN (which didnt end well for the former). $BPMC has been involved in quite a few with $LOXO then $DCPH and now $COGT. I think they both have valid arguments. Ayvakit went from XXX /300 QD for AdvSM and GIST to 25mg to avoid the intracranial AE's. Remains to be seen how Bezu LT safety holds up though efficacy looks much better. Ava's 1st to market should help and even if Bezu struggles in ISM there is the GIST opportunity so not much to be bearish at a" @bio_clouseau on X 2025-06-20 10:08:53 UTC 19.6K followers, 8196 engagements
"Interestingly $EIDX started climbing rapidly well above what $BBIO offered around 11/15 when "company C" initially informed mgmt about a substantial offer. Remarkable" @bio_clouseau on X 2020-12-11 15:41:17 UTC 19.6K followers, XX engagements
"$INCY could be Party B from the $KDMN bidding process" @bio_clouseau on X 2021-09-27 10:28:38 UTC 19.6K followers, XX engagements