[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.] [@Sanctuary_Bio](/creator/twitter/Sanctuary_Bio) "$COGT while people debate commercial significance of bezu in iSM (and honestly I don't think that will be settled one way or another anytime soon) I think there will be some looks at the PEAK trial due eoy This one is pretty interesting. bezu+sunitinib vs sunitinib in 2l gist"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1942647757459841077) 2025-07-08 18:11:32 UTC 8918 followers, 3114 engagements "@JacobPlieth @ApexOnco I can't help but wonder if investors are frustrated by mgmt here. COGT has had a nice run but this could have been 2-3x if safety/efficacy at lower doses was fleshed out It feels like a case of where not spending $100M might easily cost you hundred of M or more in the long run"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1942295068561531207) 2025-07-07 18:50:05 UTC 8905 followers, XXX engagements "@BiotechObserver that said REPL will be the real first test for Prasad. This is a single-arm combo study that by conventional thinking should justify AA. If it gets CRL watch out. No one is sweating over the CAPR CRL yet (except for longs I guess)"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1943650519899378147) 2025-07-11 12:36:09 UTC 8918 followers, 10.1K engagements "@ValueForAll1 @bigpharmaguy @Biohazard3737 I really want people to look again at the FDA PR here: The language seems to imply that they are proud of how fast they acted when the LGMD death became public. But we know that they have been aware of the death since July 3"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1946773767658799193) 2025-07-20 03:26:50 UTC 8918 followers, XXX engagements "@BenFranksAltEgo sure. Also another point which I don't think is major but worth mentioning Zepbound isn't approved for pediatrics. Wegovy can be used 12+ on-label but is less potent"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1943329947172458915) 2025-07-10 15:22:19 UTC 8909 followers, XXX engagements "$SRPT Posting for the benefit of those not following STAT+ or following @Biohazard3737 .everyone should be able to see this"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1818028065722876223) 2024-07-29 20:57:22 UTC 8918 followers, 103.1K engagements "XLRN 9/30/21 $11.5B RXDX 6/16/23 $10.8B VRNA 7/9/25 $10B The fact of the matter is $MRK has been the most prominent BP in the last few years in the $10B+ acq space. No one else is doing 10B+ deals every couple years"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1942982970438287449) 2025-07-09 16:23:33 UTC 8905 followers, 15.5K engagements "@adamfeuerstein Fwiw isn't this breaking news Wouldn't expect pr from even a reputable company so soon esp fri after market close"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1946353392437334356) 2025-07-18 23:36:24 UTC 8916 followers, 1392 engagements "@drsprs which deals in particular during Biden era are you thinking of w/ large spreads I can remember ARNA in particular was large but all the other large acq I can remember were low single digit %.nothing worth chasing"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1942959314504909129) 2025-07-09 14:49:33 UTC 8912 followers, XXX engagements "@AppleHelix @stockblues @A_May_MD @Sports_bios @AndyBiotech I don't have strong thoughts wrt nktr potential bd but history has shown repeatedly that bp bd is fallible. They make some good acq. And some very bad ones"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1941945057827066326) 2025-07-06 19:39:16 UTC 8912 followers, 1069 engagements "@TOWiU2 *voluntarily pulled non-ambulatory"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1945532860930429023) 2025-07-16 17:15:54 UTC 8904 followers, XXX engagements "anyways hopefully those affected here will be able to find meaningful employment. Tough market these days"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1945510197709136176) 2025-07-16 15:45:51 UTC 8917 followers, 1033 engagements "@Vulpescap @MelvinRiskMgmt fwiw it's not just layoffs also updated discussions w/ FDA and pipeline prioritization. Even if you were certain layoffs would be PR'ed no guarantee on the other two esp in such a short time-frame"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1945598653806383375) 2025-07-16 21:37:21 UTC 8904 followers, XXX engagements "@CoNaMaio @Soeren_Berlin @RNAiAnalyst the fact that it wasn't approved or phase X is irrelevant. You still disclose it even if it isn't in late stage development. Just like Pfizer did back in 2021 just like Neurogene did in November last year. Where are the relevant filings from Sarepta"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1946576225964843066) 2025-07-19 14:21:52 UTC 8918 followers, XXX engagements "@yachmod No im just paraphrasing what he probably thought. Probably not far off Patient died of ALF"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1946050037404106905) 2025-07-18 03:30:59 UTC 8918 followers, XXX engagements "$SRPT Even though layoffs aren't exactly unexpected the upsetting part is that a lot of this could have been avoided if mgmt played their cards better. The patient death logistic issues ARWR deal.these are all on mgmt when are they losing their jobs"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1945510030083793296) 2025-07-16 15:45:11 UTC 8910 followers, 9448 engagements "$SRPT +57% in AH.guess we are using reddit for DD from now on $513M in 2Q isn't great.logistical challenges have a way to go Bb in non-ambulatory I doubt will change much.not a lot were being treated prior to deaths anyway still avoids worst-case scenario"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1945577963829039585) 2025-07-16 20:15:08 UTC 8906 followers, 6762 engagements "$CAPR seriously.it takes a particular type of stupid to read that Prasad fired Verdun over wanting to hold an AdCom because he was skeptical of the treatment and still be long Like the same morons who rode imnb into the Monday readout"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1943624924997804075) 2025-07-11 10:54:27 UTC 8918 followers, 14K 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.]
@Sanctuary_Bio
"$COGT while people debate commercial significance of bezu in iSM (and honestly I don't think that will be settled one way or another anytime soon) I think there will be some looks at the PEAK trial due eoy This one is pretty interesting. bezu+sunitinib vs sunitinib in 2l gist"
@Sanctuary_Bio on X 2025-07-08 18:11:32 UTC 8918 followers, 3114 engagements
"@JacobPlieth @ApexOnco I can't help but wonder if investors are frustrated by mgmt here. COGT has had a nice run but this could have been 2-3x if safety/efficacy at lower doses was fleshed out It feels like a case of where not spending $100M might easily cost you hundred of M or more in the long run" @Sanctuary_Bio on X 2025-07-07 18:50:05 UTC 8905 followers, XXX engagements
"@BiotechObserver that said REPL will be the real first test for Prasad. This is a single-arm combo study that by conventional thinking should justify AA. If it gets CRL watch out. No one is sweating over the CAPR CRL yet (except for longs I guess)" @Sanctuary_Bio on X 2025-07-11 12:36:09 UTC 8918 followers, 10.1K engagements
"@ValueForAll1 @bigpharmaguy @Biohazard3737 I really want people to look again at the FDA PR here: The language seems to imply that they are proud of how fast they acted when the LGMD death became public. But we know that they have been aware of the death since July 3" @Sanctuary_Bio on X 2025-07-20 03:26:50 UTC 8918 followers, XXX engagements
"@BenFranksAltEgo sure. Also another point which I don't think is major but worth mentioning Zepbound isn't approved for pediatrics. Wegovy can be used 12+ on-label but is less potent" @Sanctuary_Bio on X 2025-07-10 15:22:19 UTC 8909 followers, XXX engagements
"$SRPT Posting for the benefit of those not following STAT+ or following @Biohazard3737 .everyone should be able to see this" @Sanctuary_Bio on X 2024-07-29 20:57:22 UTC 8918 followers, 103.1K engagements
"XLRN 9/30/21 $11.5B RXDX 6/16/23 $10.8B VRNA 7/9/25 $10B The fact of the matter is $MRK has been the most prominent BP in the last few years in the $10B+ acq space. No one else is doing 10B+ deals every couple years" @Sanctuary_Bio on X 2025-07-09 16:23:33 UTC 8905 followers, 15.5K engagements
"@adamfeuerstein Fwiw isn't this breaking news Wouldn't expect pr from even a reputable company so soon esp fri after market close" @Sanctuary_Bio on X 2025-07-18 23:36:24 UTC 8916 followers, 1392 engagements
"@drsprs which deals in particular during Biden era are you thinking of w/ large spreads I can remember ARNA in particular was large but all the other large acq I can remember were low single digit %.nothing worth chasing" @Sanctuary_Bio on X 2025-07-09 14:49:33 UTC 8912 followers, XXX engagements
"@AppleHelix @stockblues @A_May_MD @Sports_bios @AndyBiotech I don't have strong thoughts wrt nktr potential bd but history has shown repeatedly that bp bd is fallible. They make some good acq. And some very bad ones" @Sanctuary_Bio on X 2025-07-06 19:39:16 UTC 8912 followers, 1069 engagements
"@TOWiU2 *voluntarily pulled non-ambulatory" @Sanctuary_Bio on X 2025-07-16 17:15:54 UTC 8904 followers, XXX engagements
"anyways hopefully those affected here will be able to find meaningful employment. Tough market these days" @Sanctuary_Bio on X 2025-07-16 15:45:51 UTC 8917 followers, 1033 engagements
"@Vulpescap @MelvinRiskMgmt fwiw it's not just layoffs also updated discussions w/ FDA and pipeline prioritization. Even if you were certain layoffs would be PR'ed no guarantee on the other two esp in such a short time-frame" @Sanctuary_Bio on X 2025-07-16 21:37:21 UTC 8904 followers, XXX engagements
"@CoNaMaio @Soeren_Berlin @RNAiAnalyst the fact that it wasn't approved or phase X is irrelevant. You still disclose it even if it isn't in late stage development. Just like Pfizer did back in 2021 just like Neurogene did in November last year. Where are the relevant filings from Sarepta" @Sanctuary_Bio on X 2025-07-19 14:21:52 UTC 8918 followers, XXX engagements
"@yachmod No im just paraphrasing what he probably thought. Probably not far off Patient died of ALF" @Sanctuary_Bio on X 2025-07-18 03:30:59 UTC 8918 followers, XXX engagements
"$SRPT Even though layoffs aren't exactly unexpected the upsetting part is that a lot of this could have been avoided if mgmt played their cards better. The patient death logistic issues ARWR deal.these are all on mgmt when are they losing their jobs" @Sanctuary_Bio on X 2025-07-16 15:45:11 UTC 8910 followers, 9448 engagements
"$SRPT +57% in AH.guess we are using reddit for DD from now on $513M in 2Q isn't great.logistical challenges have a way to go Bb in non-ambulatory I doubt will change much.not a lot were being treated prior to deaths anyway still avoids worst-case scenario" @Sanctuary_Bio on X 2025-07-16 20:15:08 UTC 8906 followers, 6762 engagements
"$CAPR seriously.it takes a particular type of stupid to read that Prasad fired Verdun over wanting to hold an AdCom because he was skeptical of the treatment and still be long Like the same morons who rode imnb into the Monday readout" @Sanctuary_Bio on X 2025-07-11 10:54:27 UTC 8918 followers, 14K engagements