# ![@Biolo_gic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1937655771493543936.png) @Biolo_gic Biologic

Biologic posts on X about $nktr, $lly, $abvx, acquisition the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1937655771493543936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937655771493543936/c:line/m:interactions.svg)

- [--] Week [-----] +64%
- [--] Month [------] +6.30%
- [--] Months [-------] +5,212%

### Mentions: [--] [#](/creator/twitter::1937655771493543936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937655771493543936/c:line/m:posts_active.svg)

- [--] Month [--] -73%
- [--] Months [--] +1,133%

### Followers: [---] [#](/creator/twitter::1937655771493543936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937655771493543936/c:line/m:followers.svg)

- [--] Week [---] +4%
- [--] Month [---] +11%
- [--] Months [---] +1,333%

### CreatorRank: [---------] [#](/creator/twitter::1937655771493543936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937655771493543936/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [countries](/list/countries)  [gaming](/list/gaming) 

**Social topic influence**
[$nktr](/topic/$nktr) #53, [$lly](/topic/$lly), [$abvx](/topic/$abvx), [acquisition](/topic/acquisition), [$5b](/topic/$5b) #34, [$3b](/topic/$3b), [$dawn](/topic/$dawn), [dawn](/topic/dawn), [eli lilly](/topic/eli-lilly), [$300m](/topic/$300m)

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [Abivax SA (ABVX)](/topic/$abvx) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Incyte Corporation (INCY)](/topic/$incy) [Ledger AI (LEDGER)](/topic/$ledger) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Synthetify (SNY)](/topic/$sny) [Johnson & Johnson (JNJ)](/topic/$jnj) [uniQure N.V. (QURE)](/topic/$qure) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Pfizer, Inc. (PFE)](/topic/$pfe) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Novartis AG (NVS)](/topic/novartis)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@DJTblows69 @A_May_MD People are sick need medicine. Medicine doesn't work for 50% of patients need different mechanism. Have different mechanism here's your TAM"  
[X Link](https://x.com/Biolo_gic/status/1943110568069702138)  2025-07-10T00:50Z [--] followers, [--] engagements


"@seedy19tron @AaronRosenblum5 @dannydanz85 @byebyegoodguy @A_May_MD No idea if Lly drop is related to $NKTR case but this isn't a market cap calculation. It's a reputation+image+'precedent pandora box opening up to additional litigations' calculation. Lly 3% drop would actually make a lot of sense if it is related to the case"  
[X Link](https://x.com/Biolo_gic/status/1946200013685538920)  2025-07-18T13:26Z [--] followers, [---] engagements


"$NKTR demonstrating the [--] keys for successful biotech investing. First is deep (DEEP) understanding of the data. @A_May_MD did us all a huge favor with his brilliant analysis. 2nd is patience for a valuation gap to close. Luckily some great near term inflection points incoming"  
[X Link](https://x.com/Biolo_gic/status/1951300546523975790)  2025-08-01T15:14Z [--] followers, [----] engagements


"@DrEliDavid If it looks like a broccoli and has the same logical inference of a broccoli it might be a 🥦"  
[X Link](https://x.com/Biolo_gic/status/1951810299331596384)  2025-08-03T01:00Z [--] followers, [--] engagements


"That makes $NKTR lawsuit a whole lot more important as the AGs legal action amplifies public and judicial awareness of Lillys business practices. $Lly must settle the NKTR case to prevent further deterioration of its public image negatively impacting the much bigger AG case. BREAKING: Texas sues Eli Lilly (@EliLillyandCo) for allegedly BRIBING providers to prescribe its medications "I will not stand by while corporations unlawfully manipulate our healthcare system to line their own pockets." AG Ken Paxton THIS IS HUGE https://t.co/JSh8wsvelc BREAKING: Texas sues Eli Lilly (@EliLillyandCo) for"  
[X Link](https://x.com/Biolo_gic/status/1955835722847354888)  2025-08-14T03:35Z [--] followers, [----] engagements


"@DrEliDavid Outcome will be more unified people. Lack of unity is the greatest risk to IL's future. Love your work but regularly ask yourself if you are helping unifying the people or helping the divide"  
[X Link](https://x.com/Biolo_gic/status/1956976741940904055)  2025-08-17T07:09Z [--] followers, [--] engagements


"The golden rule is the one who has the gold makes the rules. But the one who has the data has the gold. I've been looking for an early stage $PLTR and seeing tremendous opportunity in LedgerAI $Ledger as a promising platform for data processing and extraction. Here's why 👇"  
[X Link](https://x.com/Biolo_gic/status/1958479848432697690)  2025-08-21T10:42Z [--] followers, [--] engagements


"Can't blame them for liking $NKTR. Focus on litigation and AA is irrelevant when considering the drug for what it is - a superior Treg activator. Quality of P2 data almost guarantees blockbuster sales in AtD. My base case is 200% premium buyout (net $1.1B) for x5 ROI by mid 30s In Wall St land nice to put faces to names and interacting with some really smart folk in the sector. Heres some highlights: $Abvx unanimous long some feel supremely confident on buyout this year. RA revival for buyer pointed out (weve been saying it here). Fear of a cytk In Wall St land nice to put faces to names and"  
[X Link](https://x.com/Biolo_gic/status/1959759799878402466)  2025-08-24T23:28Z [--] followers, 12.5K engagements


"Some fun BO stats. Several recent biotech acquisitions were made 2-4 months after successful P2 pivotal data: MerckPrometheus VertexAlpine GileadCymaBay. $NKTR is [--] months after spectacular P2 data entering the red zone. Highest probability buyout months are Jan and Sept 🧮"  
[X Link](https://x.com/Biolo_gic/status/1961736244750143511)  2025-08-30T10:22Z [--] followers, [---] engagements


"Today we have an experiment in how fast the market catches up on closing valuation gap. $NKTR beating $SNY crowned 2nd line mechanism in AtD ($20B market) is a big deal 🎆"  
[X Link](https://x.com/Biolo_gic/status/1963574450781044779)  2025-09-04T12:06Z [--] followers, [----] engagements


"@LedgerAI_Aura @patrickbetdavid [--]. Teaching assistant. $Ledger absorbs class material and helps students at home. [--]. Security assistant. Ledger integrates sound analysis with security systems and protocols. [--]. Medical assistant. Ledger assists with patient diagnostics prescription and hospital logistics"  
[X Link](https://x.com/Biolo_gic/status/1964292785638359224)  2025-09-06T11:41Z [--] followers, [--] engagements


"@Banana_Oncology @aggregategains @lfholt Probability of many good things for NKTR just went a lot higher: settlement winning the case not losing the counter buyout"  
[X Link](https://x.com/Biolo_gic/status/1969497265459867922)  2025-09-20T20:21Z [---] followers, [---] engagements


"A soon-to-be palestinian country 'announces' a palestinian country. Almost too funny if it did not spell the end of western civilization. Terrifying to see the demise of the Great Britain in real time. Starmer just bent the knee for the Muslim vote in the most horrific way. Innocent Israelis were slaughtered en masse by barbaric islamists. And this vile creature just brought shame on our nation by rewarding them Starmer just bent the knee for the Muslim vote in the most horrific way. Innocent Israelis were slaughtered en masse by barbaric islamists. And this vile creature just brought shame"  
[X Link](https://x.com/Biolo_gic/status/1969793155047309315)  2025-09-21T15:57Z [---] followers, [---] engagements


"What would it be $LLY - avoiding a PR nightmare by settling with $NKTR for $300M or spending $2.7B for a likely $5B/y cash cow *only in AtD* Three weeks to decide"  
[X Link](https://x.com/Biolo_gic/status/1970195548838707278)  2025-09-22T18:36Z [---] followers, [----] engagements


"One has to appreciate how uniquely derisked $NKTR is based on their superb P2b data. Not only hitting primary EPs in a very large cohort but tight data a dose response good safety early itch relief deepening response. BO of the year under $5B. $300M from Lly sets this on 🔥"  
[X Link](https://x.com/Biolo_gic/status/1970912233577427224)  2025-09-24T18:04Z [---] followers, [----] engagements


"$Lly plays the 'irresponsible thug' card to its fullest literally handing the jury vote to $NKTR if this ever goes to trial. Time for Lly to acknowledge the consequences of their negligence: loss of [--] years of IP life and peak sales for a likely blockbuster drug. That's.a lot"  
[X Link](https://x.com/Biolo_gic/status/1971213751253942702)  2025-09-25T14:02Z [---] followers, [----] engagements


"@Banana_Oncology Just another day in the land of underpriced bio gems"  
[X Link](https://x.com/Biolo_gic/status/1971243979686748545)  2025-09-25T16:02Z [---] followers, [---] engagements


"Polishing my crystal ball: $NKTR gets a $500M settlement as Lly gets *obliterated* in court. AA hits endpoints. AD maintenance shows a durable *remittive* effect. NKTR is sold for $5B prior to P3 start (1H26). We establish the May-Seedy Foundation for Medical Research $NKTR expected to seek billion dollars from jury. The mediator supporting settlement discussion joined Anthropic a month ago and that has likely slowed settlement discussions until another mediator is selected. https://t.co/4UkuOv97n4 $NKTR expected to seek billion dollars from jury. The mediator supporting settlement discussion"  
[X Link](https://x.com/Biolo_gic/status/1971610307622822313)  2025-09-26T16:18Z [---] followers, [----] engagements


"Great analysis. I'd add that the best way to evaluate $NKTR is through a combinatorial rather than linear assessment. We have [--] major inflections upon us: Lly payment boosts NKTR negotiation power; AA hit opens up other indications; Durability sets us up against dupi. 1+1+1=5 My $nktr settlement scenarios. Settlement should: - solve the ph3 funding problem - cleaner story for potential acquirer - mgmt stronger position for partnership/ deal talks - higher floor - readthrough that Rezpeg is here to stay and $lly were wrong (which we already know https://t.co/CycxePdnoz My $nktr settlement"  
[X Link](https://x.com/Biolo_gic/status/1972716457155862637)  2025-09-29T17:33Z [---] followers, [----] engagements


"@seedy19tron Wow. I guess settlement numbers just doubled and discussions put on an expedited timeline $NKTR"  
[X Link](https://x.com/Biolo_gic/status/1972778968341487998)  2025-09-29T21:42Z [---] followers, [---] engagements


"This evidence is essentially proof for $NKTR most controversial claim that Lly "deliberately delayed further Rezpeg trials". Together with the claims on the botched data NKTR may be granted summary judgement on all claims. This should put 🔥 under the settlement negotiations. Earlier I mentioned $lly $nktr internal documents and emails If anyone wants to check - Exs. 15-18 [--] 44-45 [--] in trial brief references - Depositions (Kotzin Do Franke Zalevsky on data concerns) - JSC minutes (Ex [--] in Moorman Decl) Findings are as follows: - $lly Earlier I mentioned $lly $nktr internal documents and"  
[X Link](https://x.com/Biolo_gic/status/1972876103695192358)  2025-09-30T04:08Z [---] followers, [----] engagements


"@PersimmonTI It's really a tough decision for $NKTR whether to go with negligence incompetence or outright conspiracy. $LLY is toasted if this ever gets to trial"  
[X Link](https://x.com/Biolo_gic/status/1973190562229657681)  2025-10-01T00:57Z [---] followers, [----] engagements


"$NKTR Things that have to be on the smart fund manager's mind: [--]. There is *only upside* in Lly litigation. [--]. There is *only upside* in AA readout as failure has no read through to AtD. [--]. 52w data showing *remmitive* effects of revived Tregs = transformational moment in I&I"  
[X Link](https://x.com/Biolo_gic/status/1973426705827242199)  2025-10-01T16:36Z [---] followers, [----] engagements


"$NKTR Settlement cash carries much more weight than P/S. Assuming $300M as bare min the road to P3 is paved. BP understand that 1) they just became irrelevant and 2) replicating P2b is high probability. So they become desperate and this is what you want in BO/deal negotiations"  
[X Link](https://x.com/Biolo_gic/status/1973898168115892570)  2025-10-02T23:49Z [---] followers, [----] engagements


"$NKTR reminds me of the day MRTX was bought midday. Not expecting a BO here but kiss and make up with Lly could be the path of least resistance for both co's. Lly saves face and gets a multi $B drug NKTR gets a rocket out of orbit. If I see that every BP CEO sees that"  
[X Link](https://x.com/Biolo_gic/status/1979237390242709967)  2025-10-17T17:25Z [---] followers, [----] engagements


"$NKTR Betaville predicted INAR $2B BO two weeks before the deal was signed. Why I think NKTR BO could play out in a similar timeframe: [--]. We have a unique situation where $NKTR and $Lly are already sitting at the table for months. We know from depositions that Lly has made 👇"  
[X Link](https://x.com/Biolo_gic/status/1979516188683079815)  2025-10-18T11:53Z [---] followers, 10.9K engagements


"Settlement offers rejected by $NKTR. Meanwhile Rezpeg clinical profile kept getting better and better with deepening responses and more validation in the crossover cohort. Nobody at $Lly wants to admit guilt by settling but I bet folks would love nailing an amazing asset"  
[X Link](https://x.com/Biolo_gic/status/1979516189953978858)  2025-10-18T11:53Z [---] followers, [----] engagements


"That would be a zero to hero situation where there are no fathers to the historic failure but there are fathers to the future success of the asset and brilliant pivot. I know I would push for that as an executive. The history and circumstances are there to facilitate this pivot"  
[X Link](https://x.com/Biolo_gic/status/1979516192277602682)  2025-10-18T11:53Z [---] followers, [----] engagements


"2. $Lly is in a classic prisoner's dilemma. They know competitors know the best path for Lly is acquisition. $NKTR may have made them aware that other parties are interested in bidding. So the rope is getting tighter around the BO decision and importantly the offer $ amount"  
[X Link](https://x.com/Biolo_gic/status/1979516195670741102)  2025-10-18T11:53Z [---] followers, [----] engagements


"$NKTR Woha. So rezpeg likely protects against asthma. If rezpeg is active in neutrophilic asthma (non type 2) it could serve a major unmet need for severe pts who are nonresponssive to type 2-targeted biologics. 0.5M pts x $40K WAC = $20B 🤯 $NKTR NEW DATA from the ongoing REZOLVE-AD Phase 2b study of rezpegaldesleukin an IL-2 pathway agonist and regulatory T-cell (Treg) proliferator in atopic dermatitis has been accepted for a late-breaking oral abstract presentation at the American College of Allergy Asthma & https://t.co/JFILHc5cyk $NKTR NEW DATA from the ongoing REZOLVE-AD Phase 2b study"  
[X Link](https://x.com/Biolo_gic/status/1981211938894778828)  2025-10-23T04:11Z [---] followers, [----] engagements


"Fascinating to watch the market's coping mechanism with $NKTR as rezpeg keeps delivering. The pristine AtD P2b data being superior to OX-40 deepening responses in crossover now Asthma - that's a lot of coping. Price can't keep up with unlocked value as TAM becoming ridiculous"  
[X Link](https://x.com/Biolo_gic/status/1981524008572182887)  2025-10-24T00:51Z [---] followers, [----] engagements


"ALBO 9/22/22 raises $115M 10/11/22 positive P3 in ALGS October bidding war begins with [--] parties. 1/11/23 JPM BO. $NKTR 6/24/25 positive P2b in AtD 7/2/25 raises $115M October offers were made (rumor) Early December BO❓"  
[X Link](https://x.com/Biolo_gic/status/1982114177272492040)  2025-10-25T15:57Z [---] followers, [---] engagements


"$NKTR Dupixent discontinuation rate in AD is %23.8 - mostly due to AE and ineffectiveness. Dupi [----] exp sales in AD is $19B. As best 2L $NKTR could reach $4.5 peak sales *only* for dupi refractory pts. This number gets much higher with better durability https://jamanetwork.com/journals/jamadermatology/fullarticle/2822203 https://jamanetwork.com/journals/jamadermatology/fullarticle/2822203"  
[X Link](https://x.com/Biolo_gic/status/1982419224225300620)  2025-10-26T12:09Z [---] followers, [----] engagements


"$JNJ looking for strategic opportunities may find an amazing one in $NKTR. Recently bought Proteologix ($850M) for preclinical IL13-TSLP/IL22 bispecifics. This philosophy resonates perfectly with the broad immunoregulatory function of Tregs and stated goal of long term remission"  
[X Link](https://x.com/Biolo_gic/status/1983352533423669617)  2025-10-29T01:57Z [---] followers, [----] engagements


"Dan Skovronsky $Lly CSO: "We need new classes of medicines for autoimmune disease. and that is certainly our goal". Could get the most advanced Treg stimulator for first in class therapy in immunodermatology asthma and beyond. All for [--] weeks worth of GLP1 revenue ($3B) $NKTR"  
[X Link](https://x.com/Biolo_gic/status/1983914492531495307)  2025-10-30T15:10Z [---] followers, [----] engagements


"The biotech buyout frenzy ripple effect: 👉 Every BP is a suspect 👉 Every clinical stage company with a safe disease modifying asset is a target 👉 Every new differentiated mechanism in a large or untapped market is a high probability bidding war $NKTR $ABVX $QURE"  
[X Link](https://x.com/Biolo_gic/status/1984314203365085460)  2025-10-31T17:39Z [---] followers, [----] engagements


"$NKTR It's interesting that after vacating the trial Judge Donato scheduled a status conference rather than rescheduling the pretrial conference. Turns out he often uses status conferences while directing parties into settlement processes. High probability for a deal in November"  
[X Link](https://x.com/Biolo_gic/status/1985057055623819313)  2025-11-02T18:50Z [---] followers, [----] engagements


"$NKTR Could Rezpeg succeed where $Lly Lebrikizumab failed Lebri failed to rescue uncontrolled asthma in [--] P3 clinical trials. Jonathan Corren showed in a posthoc analysis that Lebri works only in pts with high eosinophil counts. He will present NKTR's asthma data on Saturday 👀"  
[X Link](https://x.com/Biolo_gic/status/1985403246718955902)  2025-11-03T17:46Z [---] followers, [----] engagements


"$NKTR Looking forward to updates on the dark horse IL-15 agonist NKTR-255. Collab with $MRK in bladder cancer P2 completed last June. With Steven Lin in lung cancer P2 ending this year. With AbelZeta in met lung cancer ending next year. And with Fred Hutch in BCL ended in Sept"  
[X Link](https://x.com/Biolo_gic/status/1986093370201251899)  2025-11-05T15:28Z [---] followers, [----] engagements


"The case for $INCY to acquire $NKTR Their major revenue driver Jakafi ($3B) expires in [----]. Need new blockbuster. They have presence in AtD via Opzelura topical cream for mild-moderate pts. Rezpeg would be complementary and synergistic. 👇"  
[X Link](https://x.com/Biolo_gic/status/1987024295609204743)  2025-11-08T05:08Z [---] followers, [----] engagements


"Roy Whitfield $INCY cofounder and former CEO has served on $NKTR board since [----] and as lead independent director since [----]. They have $3B in cash - just enough for a hefty premium for NKTR from current prices. Would be a ballsy but well timed genius move by $INCY"  
[X Link](https://x.com/Biolo_gic/status/1987024297211125957)  2025-11-08T05:08Z [---] followers, [----] engagements


"@HOThomasWPhelps Fortunately P3 cost will be provided courtesy of Eli Lilly and Co"  
[X Link](https://x.com/Biolo_gic/status/1987517235901161604)  2025-11-09T13:46Z [---] followers, [---] engagements


"Wow what a masterpiece. Should screen this on repeat in Times Square @elonmusk This is one of the best explanations of what is going in America right now why @ZohranKMamdani won in NYC and what the risks are for our country and the world. @elonmusk is the spokesperson. He is brilliant incredibly articulate and spot on. What makes this video even This is one of the best explanations of what is going in America right now why @ZohranKMamdani won in NYC and what the risks are for our country and the world. @elonmusk is the spokesperson. He is brilliant incredibly articulate and spot on. What"  
[X Link](https://x.com/Biolo_gic/status/1987550302648545301)  2025-11-09T15:58Z [---] followers, [---] engagements


"$NKTR thoughts about Rezpeg prospects in AA. This Cell paper showed that Tregs can stimulate hair regrowth by awakening dormant hair follicle stem cells. This + inhibition of autoreactive T cells provides a solid foundation for Treg therapy in AA 👇 http://pubmed.ncbi.nlm.nih.gov/28552347/ http://pubmed.ncbi.nlm.nih.gov/28552347/"  
[X Link](https://x.com/Biolo_gic/status/1989178692564660298)  2025-11-14T03:48Z [---] followers, [----] engagements


"The fall of low dose IL-2. A placebo controlled trial with [--] mod-severe AA patients failed to rescue SALT scores over [--] year. However it also failed to induce Treg numbers with marginal 30-50% increase in naive Tregs. This contrasts with Rezpeg's x5-6 Treg expansion in AtD pts"  
[X Link](https://x.com/Biolo_gic/status/1989178694162870410)  2025-11-14T03:48Z [---] followers, [---] engagements


"The meaning of fast track designation for AA. Listen here to JZ explaining that fast track is given based on the totality of *preclinical data*. It's a vote of confidence from the FDA that the preclinical POC is solid. https://www.dermatologytimes.com/view/jonathan-zalevsky-phd-on-rezpegaldesleukin-s-biologic-approach-to-alopecia-areata https://www.dermatologytimes.com/view/jonathan-zalevsky-phd-on-rezpegaldesleukin-s-biologic-approach-to-alopecia-areata"  
[X Link](https://x.com/Biolo_gic/status/1989178704153530865)  2025-11-14T03:48Z [---] followers, [---] engagements


"This would suggest that Rezpeg succeeded in mice where low dose IL-2 failed. In summary: [--]. We have strong biological rational for the key role of Tregs in stimulating hair growth and suppressing autoreactive T cells in AA"  
[X Link](https://x.com/Biolo_gic/status/1989178706578055593)  2025-11-14T03:48Z [---] followers, [---] engagements


"@A_May_MD @byebyegoodguy Something that keeps coming up is 'the totality of the data'. The size of the P2b dose response tight data points with high sig high efficacy crossover validation asthma safety prof. Should give BP the level of derisking required to pull the trigger *while they can* $NKTR"  
[X Link](https://x.com/Biolo_gic/status/1989403247371850012)  2025-11-14T18:41Z [---] followers, [---] engagements


"@Duke0035 [--] major reasons - IL-2 is pathogenic in AA (IL-2 inhibition rescues AA in mice) and so injecting recIL-2 is confounded by its proinflammatory effects. Secondly their Treg induction is transient and wanes rapidly. Same approach failed in humans. Rezpeg bypasses those [--] problems"  
[X Link](https://x.com/Biolo_gic/status/1990858594191802829)  2025-11-18T19:04Z [---] followers, [---] engagements


"@Duke0035 @A_May_MD @anthonystaj This is such a poor paper to base a hypothesis of. Transient induction is in 2G (no bars). Only evidence for 'sustained' Tregs in the skin is in 5D showing flow plots of a single mouse comparing to a ctrl that has 2() foxp3+ cells. How about IFNg levels after [--] injections"  
[X Link](https://x.com/Biolo_gic/status/1990963885851939213)  2025-11-19T02:02Z [---] followers, [--] engagements


"$NKTR You want to be in stocks where the next readout flop doesn't matter but if it hits it matters a lot. AA fail doesn't matter because Rezpeg will take *at least* 15% of the AD market (dupi refractory asthma+). AA hit makes Rezpeg the only game in town. $1B market valued at 0"  
[X Link](https://x.com/Biolo_gic/status/1991673861356810514)  2025-11-21T01:03Z [---] followers, [----] engagements


"Wow what an amazing find. Get rid of IFNg and even low dose IL-2 can get *AA patients* into durable remission. More of a reason for $INCY to acquire $NKTR with this sequential synergistic approach Sequential immunotherapy with tofacitinib and low-dose IL-2 induces sustained remission in alopecia areata: a proof-of-concept monocentric study QJM: An International Journal of Medicine Oxford Academic $nktr https://t.co/kVUgg6YIXp Sequential immunotherapy with tofacitinib and low-dose IL-2 induces sustained remission in alopecia areata: a proof-of-concept monocentric study QJM: An International"  
[X Link](https://x.com/Biolo_gic/status/1991969144577888585)  2025-11-21T20:37Z [---] followers, [----] engagements


"@SaintEquitie Intriguing. he's been with $NKTR for [--] years. Now he's leaving on the verge of starting one of the most epic legal battles in biotech history. Could be anything but in many cases top execs leave when their job is done. So is the ink drying on the settlement papers"  
[X Link](https://x.com/Biolo_gic/status/1991988068161843658)  2025-11-21T21:52Z [---] followers, [----] engagements


"$NKTR Which AA patient population is Rezpeg expected to target And what should make Lly increasingly more interested in acquiring NKTR I believe a series of recent developments reshaped Rezpeg clinical profile and with that Lly's appetite for NKTR 👇"  
[X Link](https://x.com/Biolo_gic/status/1992244206736466018)  2025-11-22T14:50Z [---] followers, [----] engagements


"Based on this realization of unappreciated Th2 mechanisms in AA researchers in Mt Sinai have begun testing Dupi in moderate-severe pts. This P2 trial is similar to REZOLVE-AA in size and endpoints but includes 30% of pts with Th2 comorbidities like AD and asthma"  
[X Link](https://x.com/Biolo_gic/status/1992244216626598277)  2025-11-22T14:50Z [---] followers, [---] engagements


"The transformational moment for Rezpeg was the asthma data. Lly tried hard (and failed) to use Lebri in asthma. Now they realize Rezpeg could be everything they hoped Lebri would be and more. Rezpeg ulocks not only a big chunk of the $30B AD market but also other Th2 indications"  
[X Link](https://x.com/Biolo_gic/status/1992244222297252275)  2025-11-22T14:50Z [---] followers, [---] engagements


"Back to AA. With Abbvie's Rinvoq superior P3 data Lly understands Olumiant is dead in the water. JZ keeps highlighting how Rinvoq is by far the best JAKi and it certainly outperformed Olumiant in AA. How could Lly rescue Olumiant Here comes another scientific breakthrough"  
[X Link](https://x.com/Biolo_gic/status/1992244224746836110)  2025-11-22T14:50Z [---] followers, [---] engagements


"In Sept a small clinical trial showed that low dose IL-2 treatment after JAKi leads to durable remission in AA. These data provide PoC for Olumiant-Rezpeg combination therapy that could be 1) superior 2) dramatically expand the AA market and 3) keep Olumiant in the game. Win-win"  
[X Link](https://x.com/Biolo_gic/status/1992244228496478478)  2025-11-22T14:50Z [---] followers, [---] engagements


"These developments came in tall order during August-October and are dramatic from both NKTR and Lly's perspective. But there's a clock - the trial status update on December 11th. Now NKTR's chief legal officer leaves after [--] years right before the trial is set to begin. Fin"  
[X Link](https://x.com/Biolo_gic/status/1992244231084372271)  2025-11-22T14:50Z [---] followers, [---] engagements


"@basadomente Predicting buyout timing is always a low probability exercise. But it's a pretty unique situation. Any scenario here is good for NKTR IMO if Lly takes it to trial they will be obliterated in court. I also think AA result are key to valuation so not surprised no deal yet"  
[X Link](https://x.com/Biolo_gic/status/1992387481531224456)  2025-11-23T00:19Z [---] followers, [--] engagements


"@meremrtl @seedy19tron [--]. IL-2 is *pathogenic* in AA hence the low dose IL-2 requirement. [--]. Treg induction in Le Duff is less than 50%. Rezpeg is x10-20 higher and that matters *a lot* for your prospects of rescuing the HF. [--]. That little peg trick they did for Rezpeg bypasses (1) and enables (2)"  
[X Link](https://x.com/Biolo_gic/status/1992461580563599668)  2025-11-23T05:13Z [---] followers, [---] engagements


"Appreciate the analysis it was an interesting read. But you are basing your hypothesis on extremely poor data on one hand and ignoring key issues that weaken it on the other. I'll address the [--] key points of your thesis and why they have low readthrough to $NKTR prospects in AA @Biolo_gic Thanks. CD39 paper isnt fiction. Hamed et al. show [--] fewer CD39 Tregs in blood and 7590% loss of FOXP3CD39 follicular Tregs by IFA which multiple reviews treat as a real defect not noise. On IL-2 Lees IL-2C study drove 10-fold Foxp3 Treg expansion in lesional @Biolo_gic Thanks. CD39 paper isnt fiction. Hamed"  
[X Link](https://x.com/Biolo_gic/status/1994090349598240776)  2025-11-27T17:06Z [---] followers, [----] engagements


"1. CD39 paper. The only data supporting reduced lesional CD39+ Tregs in AA is their IFA in Fig2. CD39 is a membrane protein but there is no membrane stain in the healthy control - and in fact there is no CD39 staining *at all*. This claim is supported by absolutely nothing"  
[X Link](https://x.com/Biolo_gic/status/1994090351225663624)  2025-11-27T17:06Z [---] followers, [---] engagements


"$NKTR Baseline IgE may be the key to Rezpeg success in AA. For dupi pts with baseline IgE [---] IU/ml had dramatically improved responses with 40% reaching SALT [--] or better. IgE goes up with AA severity and atopic comorbidity (asthma). Rezpeg was successful in comorbid AD pts"  
[X Link](https://x.com/Biolo_gic/status/1994411478237978842)  2025-11-28T14:22Z [---] followers, [----] engagements


"@meremrtl Yes you are right that trial has atopy comorbidity. She mentioned in an interview there will be 30% comorbid pts but she prob referred to the general AA population. In any case we can expect 30% comorbid pts in REZOLVE which is more than enough https://clinicaltrials.gov/study/NCT05551793term=Emma%20Guttman&rank=1 https://clinicaltrials.gov/study/NCT05551793term=Emma%20Guttman&rank=1"  
[X Link](https://x.com/Biolo_gic/status/1994792164606578872)  2025-11-29T15:34Z [---] followers, [---] engagements


"@cluelessbio P value is not an indication of effect size it is a function of variation and sample size. The Treg induction in this study was 30% at best the biologic effect of which is expected to be marginal if any"  
[X Link](https://x.com/Biolo_gic/status/1997076042633433125)  2025-12-05T22:50Z [---] followers, [---] engagements


"$NKTR assumptions: [--]. Settlement talks morphed into BO talks after P2b OX-40 demise [--]. AA adds $1-2B valuation no deal until data [--]. Co knows data since Q3 call. CLO leaves [--]. $Lly has to sign prior to +ve data [--]. If AA data next week imminent BO prob ; If not BO prob 📈"  
[X Link](https://x.com/Biolo_gic/status/1997140359588282399)  2025-12-06T03:05Z [---] followers, [----] engagements


"Sitting on a mountain of GLP1 revs $Lly newly promoted Adrienne Brown (head immunology) and Jacob Van Naarden (head BD) are likely out there hunting for new MOAs like there is no tomorrow. Both $ABVX and $NKTR check all mega blockbuster boxes and are no brainer picks Dan Skovronsky $Lly CSO: "We need new classes of medicines for autoimmune disease. and that is certainly our goal". Could get the most advanced Treg stimulator for first in class therapy in immunodermatology asthma and beyond. All for [--] weeks worth of GLP1 revenue ($3B) $NKTR Dan Skovronsky $Lly CSO: "We need new classes of"  
[X Link](https://x.com/Biolo_gic/status/1998782004058300822)  2025-12-10T15:48Z [---] followers, [----] engagements


"@A_May_MD @aggregategains @AnotherKoreanX If this pans out Goodbye Adam May Hello Adam M&ay $ABVX 🤞"  
[X Link](https://x.com/Biolo_gic/status/1999227628264575167)  2025-12-11T21:19Z [---] followers, [----] engagements


"$ABVX Obe acting directly on fibroblasts is totally unexpected. It suggests: A 2-pronged mechanism particularly relevant for CD Cell-based proof for the holy grail in CD - reversal of fibrosis It makes CD prospects much more interesting with Obe as a potential game changer"  
[X Link](https://x.com/Biolo_gic/status/2002037110740529524)  2025-12-19T15:23Z [---] followers, [----] engagements


"$ABVX This is how they make it an original French ratatouille served to you by Eli Lilly: "The scenario envisaged would be to bring in the public bank led by Nicolas Dufourcq as a minority shareholder of the new company resulting from the acquisition of Abivax" $abvx The stock marks both the largest increase in the SBF [---] and the Stoxx Europe [---] the reference pan-European index. With a market capitalisation of [----] billion euros Abivax surpasses some former CAC [--] residents (Edenred Sodexo). The stock is supported by new buyout $abvx The stock marks both the largest increase in the SBF 120"  
[X Link](https://x.com/Biolo_gic/status/2003281696528171100)  2025-12-23T01:49Z [---] followers, [----] engagements


"$ABVX Buyout negotiations is the art of showing the minimally required interest to get a deal done at a maximal discount/premium. Lly pursuit of government approval shows maximal interest which is antithetical to any negotiation strategy indicating a deal is likely already done"  
[X Link](https://x.com/Biolo_gic/status/2003535850555212280)  2025-12-23T18:39Z [---] followers, [----] engagements


"The French ministry of economy pouring gasoline on the $ABVX bonfire tells me the buyout will be approved and the higher the price - the merrier 🎅"  
[X Link](https://x.com/Biolo_gic/status/2003878267632361905)  2025-12-24T17:19Z [---] followers, [----] engagements


"The French approval is in fact a price inflating process. While Bercy cannot set a formal price floor for $ABVX acquisition it has to determine the price is worthwhile economically and politically. This puts pressure on the buyer to offer a price that is unequivocally generous"  
[X Link](https://x.com/Biolo_gic/status/2004305540219130140)  2025-12-25T21:37Z [---] followers, [----] engagements


"$ABVX seems there are [--] stages for Bercy approval: informal petition after shortlisting 2-3 preferred bidders then a formal filing submitted once a winner is selected. Bercy confirmed contact with multiple bidders so either $Lly was selected (stage2) or final bids are incoming"  
[X Link](https://x.com/Biolo_gic/status/2004550709635879048)  2025-12-26T13:51Z [---] followers, [----] engagements


"$ABVX Had to give this interview another listen to close [----]. What Marc is saying is that oral Tx i.e Obe and JNJ/PTGX IL-23 are going to rule the UC market. Tons of room to grow from 20% UC pts on biologics and rarely as first line. They will explain this 'just before JPM' $ABVX Got to appreciate a well played hand. Q: Are you getting acquired A: We have money. Q: Are you in talks A: The scientific community endorses us as next SOC. And we are going to let you know we worth even more than you think *prior to JPM* https://t.co/b1owI3ZafS $ABVX Got to appreciate a well played hand. Q: Are you"  
[X Link](https://x.com/Biolo_gic/status/2006505149288812683)  2025-12-31T23:18Z [---] followers, [----] engagements


"$DAWN I imagine the earnings pre announcement sent BP into deep FOMO. One of the top M&A candidates in the short term IMO - and a no brainer long term holding"  
[X Link](https://x.com/Biolo_gic/status/2012228412622938619)  2026-01-16T18:20Z [---] followers, [----] engagements


"BP buying $DAWN for $2.5B (150% premium) gets back: $440M cash $250M annual sales with 20% q/q growth $350M Ipsen milestones + adtnl royalties *Guaranteed* ROI in [--] years. $1-1.5B potential peak sales only for Ojemda. [--] promising ADC shots on goal. No 🧠 BO economics"  
[X Link](https://x.com/Biolo_gic/status/2012526066389201143)  2026-01-17T14:02Z [---] followers, [----] engagements


"Is it the $DAWN of a new era"  
[X Link](https://x.com/Biolo_gic/status/2013777898910503307)  2026-01-21T00:57Z [---] followers, [---] engagements


"My dark horse for acquiring $DAWN is $BNTX. $BNTX is leading the pack with $19B cash Has a strategic interest in rare oncology indications Stated in JPM a strong shift towards ADC. Develops B7-H3 ADC which could be highly synergistic with $DAWN B7-H4 Gets PTK7 shot on goal"  
[X Link](https://x.com/Biolo_gic/status/2014305101624582333)  2026-01-22T11:52Z [---] followers, [----] engagements


"@doepke_michel For sure and I would add $BMY as well with Sprycel ($2B sales) facing generic erosion and $PFE or $GILD wanting to increase CML footprint. Given similar mechanism Scemblix greatly derisks the asset in terms of P3 PoS. As soon as one BP blinks others would jump in as well IMO"  
[X Link](https://x.com/Biolo_gic/status/2018261883074077063)  2026-02-02T09:55Z [---] followers, [---] engagements


"$NKTR Looking to replicate the P1b 70% EASI-50 maintenance response which was achieved with *0* dosing following induction phase. Pbo hopefully settles around 10-15% and in that case would give a very strong delta. My guess q12W as good as q4W. Let's make Tregs great again 🤞"  
[X Link](https://x.com/Biolo_gic/status/2020950466729812334)  2026-02-09T19:58Z [---] followers, [----] engagements


"$NKTR Calling on all time travelers to exclude that one placebo patient with unstable AA. That would shift the continuum to: - AA hits stat - Rezpeg pipeline in molecule MC 2x $2.5B - Financing [---] - Proper reaction to stellar AD data MC settles around $5B in line with peers"  
[X Link](https://x.com/Biolo_gic/status/2021405763219096028)  2026-02-11T02:07Z [---] followers, [----] engagements


"$NKTR my take on the data is that it's quite striking. If [--] pts don't have data at W24 and [--] hasn't reached W24 it means there are [--] dropouts from W16. But EASI90 goes from 22% to 37%. Factoring the [--] dropouts (6%) as neg we still get 9% deepening EASI90 (31%) which is stellar $NKTR looking good with the mature data https://t.co/RgGEYtTWUR $NKTR looking good with the mature data https://t.co/RgGEYtTWUR"  
[X Link](https://x.com/Biolo_gic/status/1987331973967126925)  2025-11-09T01:30Z [---] followers, 21.1K engagements


"$MLYS A great BO candidate following this endorsement by JAMAsResearch of the Year: This agent opens a new approach to the treatment of uncontrolled hypertension which may affect up to 40% of patients""  
[X Link](https://x.com/Biolo_gic/status/2008499575980782013)  2026-01-06T11:23Z [---] followers, [----] engagements


"The recent $TERN developments are really interesting. Novartis has a history of buying out the competition and stark parallels can be made to MorphoSys acquisition. That was to protect Jakavi SOC in myelofibrosis same as TERN-701 would protect Scemblix $5B revenue stream in CML weekly commentary hedge fund returns update big no show news re Miami conferences Back to the old format since not many moves made this past week. $crvs -20% and $apge -15% on the shorts saving the week for me since everything else has been weak. Its been tough. $Lqda weekly commentary hedge fund returns update big no"  
[X Link](https://x.com/Biolo_gic/status/2017532756348088339)  2026-01-31T09:37Z [---] followers, 14.5K engagements


"$ABVX Is Lly looking to take the cancer combination therapy approach to IBD They have MORF-057 targeting a4b7 and Omvoh targeting the pivotal IL23 axis. Combine this with Obe an upstream antagonist of TNF and inflammatory polarization and you might drive remission % way up"  
[X Link](https://x.com/Biolo_gic/status/2022003697803571392)  2026-02-12T17:43Z [---] followers, [---] engagements

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