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[@AppleHelix](/creator/twitter/AppleHelix)
"It seems prescription Rx is going towards the DTC model bypassing PBMs (TrumpRx). If I were $NVO or $LLY I would consider buying $WW as a distribution channel"  
[X Link](https://x.com/AppleHelix/status/1978113648145883435) [@AppleHelix](/creator/x/AppleHelix) 2025-10-14T15:00Z 10.1K followers, 2983 engagements


"1/ A few couple thoughts on $PRAX. - I love randomized withdrawal trials. Wish they are done more often. - FDA seems to bless these X studies as pivotal based on June 2023 PR - Pre-NDA request filed meaning $PRAX may get feedback by JP Morgan"  
[X Link](https://x.com/AppleHelix/status/1978789822069166479) [@AppleHelix](/creator/x/AppleHelix) 2025-10-16T11:47Z 10.1K followers, 27.3K engagements


"1/ This is something new in biotech financing. Opthea a $200m mkt cap Australian biotech was able to raise $85m in "non-dilutive" development funding from Carlyle/Abingworth and another investor for its Ph X trial"  
[X Link](https://x.com/AppleHelix/status/1742866349146173590) [@AppleHelix](/creator/x/AppleHelix) 2024-01-04T11:11Z 10.1K followers, 27.2K engagements


"Going public with a pipeline of X preclinical assets good luck"  
[X Link](https://x.com/AppleHelix/status/1974580672225591666) [@AppleHelix](/creator/x/AppleHelix) 2025-10-04T21:01Z 10.1K followers, 13.6K engagements


"This is not going to end well. $115m Singapore SPAC merging with a Singapore preclinical biotech at post money of $1.5B. Getting listed on NASDAQ where it will get shorted"  
[X Link](https://x.com/AppleHelix/status/1974582724842430700) [@AppleHelix](/creator/x/AppleHelix) 2025-10-04T21:09Z 10.1K followers, 6518 engagements


"1/ This is a very interesting and creative deal by $BCRX acquiring $ATXS. Back of envelop math: - 56.4m $ATXS common shrs outstanding x $8.55/sh cash = $482m cash. There is also 5m pref shrs - BUT $ATXS has $250m cash on balance sheet at end of June"  
[X Link](https://x.com/AppleHelix/status/1978063324832022603) [@AppleHelix](/creator/x/AppleHelix) 2025-10-14T11:40Z 10.1K followers, 8507 engagements


"5/ Clearly a sign of drug activity and a good commercial selling point :)"  
[X Link](https://x.com/AppleHelix/status/1978801056780894226) [@AppleHelix](/creator/x/AppleHelix) 2025-10-16T12:31Z 10.1K followers, 1787 engagements


"6/ 10m Americans have Essential Tremors. This could be a mega blockbuster"  
[X Link](https://x.com/AppleHelix/status/1978802219517673935) [@AppleHelix](/creator/x/AppleHelix) 2025-10-16T12:36Z 10.1K followers, XXX engagements


"@houndcl @bigpharmaguy @TCellEngager @aditharun_ @sharkbiotech I think the rationale maybe the longer the duration the more dropouts. And the imputation of drop outs data at of trial will dilute efficacy"  
[X Link](https://x.com/AppleHelix/status/1978935881323925914) [@AppleHelix](/creator/x/AppleHelix) 2025-10-16T21:27Z 10.1K followers, XXX engagements


"Bertrand raises a very good point. Can one build a large European biotech without US investors Argenx and Ablynx come to mind. But they still had some US investors in the syndicate(s)"  
[X Link](https://x.com/AppleHelix/status/1947990259255373936) [@AppleHelix](/creator/x/AppleHelix) 2025-07-23T12:00Z 10.1K followers, 3642 engagements


"Recent Cardiometabolic M&As were all spinouts $TRML: HLE IL-6 from Pfizer $ENTB: pegylated FGF21 from Teva/Ratiopharma $MTSR: from DD Pharmatech Boston Pharma: from Novartis"  
[X Link](https://x.com/AppleHelix/status/1970136917238055123) [@AppleHelix](/creator/x/AppleHelix) 2025-09-22T14:43Z 10.1K followers, 6172 engagements


"Phase X CNS assets NDA ready that is small mol or biologics is scarce. It will get bought out. Now $PRAX will most likely raise after this. But it will be a good thing and oversubscribed. The post-money will boost takeout valuation even more"  
[X Link](https://x.com/AppleHelix/status/1978806698572665296) [@AppleHelix](/creator/x/AppleHelix) 2025-10-16T12:54Z 10.1K followers, 12.3K engagements


"Must read article. H/T @jq1234t Imputation methodology is super important This is rarely discussed during clinical trial design"  
[X Link](https://x.com/AppleHelix/status/1979569451214438763) [@AppleHelix](/creator/x/AppleHelix) 2025-10-18T15:25Z 10.1K followers, 1564 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.]

@AppleHelix "It seems prescription Rx is going towards the DTC model bypassing PBMs (TrumpRx). If I were $NVO or $LLY I would consider buying $WW as a distribution channel"
X Link @AppleHelix 2025-10-14T15:00Z 10.1K followers, 2983 engagements

"1/ A few couple thoughts on $PRAX. - I love randomized withdrawal trials. Wish they are done more often. - FDA seems to bless these X studies as pivotal based on June 2023 PR - Pre-NDA request filed meaning $PRAX may get feedback by JP Morgan"
X Link @AppleHelix 2025-10-16T11:47Z 10.1K followers, 27.3K engagements

"1/ This is something new in biotech financing. Opthea a $200m mkt cap Australian biotech was able to raise $85m in "non-dilutive" development funding from Carlyle/Abingworth and another investor for its Ph X trial"
X Link @AppleHelix 2024-01-04T11:11Z 10.1K followers, 27.2K engagements

"Going public with a pipeline of X preclinical assets good luck"
X Link @AppleHelix 2025-10-04T21:01Z 10.1K followers, 13.6K engagements

"This is not going to end well. $115m Singapore SPAC merging with a Singapore preclinical biotech at post money of $1.5B. Getting listed on NASDAQ where it will get shorted"
X Link @AppleHelix 2025-10-04T21:09Z 10.1K followers, 6518 engagements

"1/ This is a very interesting and creative deal by $BCRX acquiring $ATXS. Back of envelop math: - 56.4m $ATXS common shrs outstanding x $8.55/sh cash = $482m cash. There is also 5m pref shrs - BUT $ATXS has $250m cash on balance sheet at end of June"
X Link @AppleHelix 2025-10-14T11:40Z 10.1K followers, 8507 engagements

"5/ Clearly a sign of drug activity and a good commercial selling point :)"
X Link @AppleHelix 2025-10-16T12:31Z 10.1K followers, 1787 engagements

"6/ 10m Americans have Essential Tremors. This could be a mega blockbuster"
X Link @AppleHelix 2025-10-16T12:36Z 10.1K followers, XXX engagements

"@houndcl @bigpharmaguy @TCellEngager @aditharun_ @sharkbiotech I think the rationale maybe the longer the duration the more dropouts. And the imputation of drop outs data at of trial will dilute efficacy"
X Link @AppleHelix 2025-10-16T21:27Z 10.1K followers, XXX engagements

"Bertrand raises a very good point. Can one build a large European biotech without US investors Argenx and Ablynx come to mind. But they still had some US investors in the syndicate(s)"
X Link @AppleHelix 2025-07-23T12:00Z 10.1K followers, 3642 engagements

"Recent Cardiometabolic M&As were all spinouts $TRML: HLE IL-6 from Pfizer $ENTB: pegylated FGF21 from Teva/Ratiopharma $MTSR: from DD Pharmatech Boston Pharma: from Novartis"
X Link @AppleHelix 2025-09-22T14:43Z 10.1K followers, 6172 engagements

"Phase X CNS assets NDA ready that is small mol or biologics is scarce. It will get bought out. Now $PRAX will most likely raise after this. But it will be a good thing and oversubscribed. The post-money will boost takeout valuation even more"
X Link @AppleHelix 2025-10-16T12:54Z 10.1K followers, 12.3K engagements

"Must read article. H/T @jq1234t Imputation methodology is super important This is rarely discussed during clinical trial design"
X Link @AppleHelix 2025-10-18T15:25Z 10.1K followers, 1564 engagements

creator/twitter::98707539/posts
/creator/twitter::98707539/posts