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# ![@PCM_bio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1655992099655778350.png) @PCM_bio Patients Capital Management LLC

Patients Capital Management LLC posts on X about $abvx, $mrk, $nams, $azn the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1655992099655778350/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655992099655778350/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +135%
- X Months XXXXXXX -X%
- X Year XXXXXXXXX +327%

### Mentions: XX [#](/creator/twitter::1655992099655778350/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655992099655778350/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +24%
- X Months XXX -XX%
- X Year XXX +231%

### Followers: XXXXX [#](/creator/twitter::1655992099655778350/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655992099655778350/c:line/m:followers.svg)

- X Week XXXXX +1.70%
- X Month XXXXX +5.90%
- X Months XXXXX +41%
- X Year XXXXX +99%

### CreatorRank: XXXXXXX [#](/creator/twitter::1655992099655778350/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655992099655778350/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1655992099655778350/influence)
---

**Social category influence**
[stocks](/list/stocks)  X% [currencies](/list/currencies)  XXX%

**Social topic influence**
[$abvx](/topic/$abvx) #1, [$mrk](/topic/$mrk) #68, [$nams](/topic/$nams) #4, [$azn](/topic/$azn) #80, [$insm](/topic/$insm) 1.5%, [$ptgx](/topic/$ptgx) #18, [$amgn](/topic/$amgn) #31, [$10bn](/topic/$10bn) 1%, [$pfe](/topic/$pfe) 1%, [$mlys](/topic/$mlys) X%

**Top accounts mentioned or mentioned by**
[@biohazard3737](/creator/undefined) [@persimmonti](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@meadowcapital](/creator/undefined) [@amaymd](/creator/undefined) [@merck](/creator/undefined) [@thebiotechbear](/creator/undefined) [@capitalvennett](/creator/undefined) [@physioo](/creator/undefined) [@plainyogurt21](/creator/undefined) [@snupsnus](/creator/undefined) [@biotech2k1](/creator/undefined) [@sanctuarybio](/creator/undefined) [@bioinvestor24](/creator/undefined) [@wallstsai](/creator/undefined) [@biotrolly](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@sanctuary_bio](/creator/undefined) [@jialiangliang](/creator/undefined) [@semodough](/creator/undefined)

**Top assets mentioned**
[Merck & Co., Inc. (MRK)](/topic/$mrk) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [AstraZeneca PLC (AZN)](/topic/$azn) [Insmed, Inc. (INSM)](/topic/$insm) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Amgen, Inc. (AMGN)](/topic/$amgn) [Pfizer, Inc. (PFE)](/topic/$pfe) [Mineralys Therapeutics, Inc. Common Stock (MLYS)](/topic/$mlys) [Johnson & Johnson (JNJ)](/topic/$jnj) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [GSK plc (GSK)](/topic/$gsk) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Akropolis (AKRO)](/topic/$akro) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Bitcoin Incognito (XBI)](/topic/$xbi)
### Top Social Posts [#](/creator/twitter::1655992099655778350/posts)
---
Top posts by engagements in the last XX hours

"17%* in $abvx"  
[X Link](https://x.com/PCM_bio/status/1974930221100142982) [@PCM_bio](/creator/x/PCM_bio) 2025-10-05T20:10Z 2543 followers, 25K engagements


"Great year for late-stage / commercial respiratory basket $uthr $insm $lqda $vrna"  
[X Link](https://x.com/PCM_bio/status/1962843234067009793) [@PCM_bio](/creator/x/PCM_bio) 2025-09-02T11:41Z 2519 followers, 3804 engagements


"@physioo Both certainly have their merits. If you need $10bn of revenue you go for $insm"  
[X Link](https://x.com/PCM_bio/status/1973016265037070689) [@PCM_bio](/creator/x/PCM_bio) 2025-09-30T13:25Z 2519 followers, XXX engagements


"@AaronRosenblum5 Well see. not $gsk style to chase a $mdgl or $akro $rhhby doesnt have an obesity drug on market until similar timeframe as pegozafermin $etnb . there are few coincidences Highly unlikely BD in the space is finished"  
[X Link](https://x.com/PCM_bio/status/1973503581937607124) [@PCM_bio](/creator/x/PCM_bio) 2025-10-01T21:41Z 2521 followers, XXX engagements


"@PersimmonTI For what Why cannibalize your own launch $NAMS speaks of these programs as competitive"  
[X Link](https://x.com/PCM_bio/status/1977752203004702850) [@PCM_bio](/creator/x/PCM_bio) 2025-10-13T15:04Z 2522 followers, XXX engagements


"@plainyogurt21 @masonat7 @SnupSnus @PersimmonTI 🫡 Yes $pfe needs more primary care assets . Might be slightly less resource intensive to launch $mlys than $NAMS but can make argument for both $bay may be constrained by size but in-line"  
[X Link](https://x.com/PCM_bio/status/1978233166528680417) [@PCM_bio](/creator/x/PCM_bio) 2025-10-14T22:55Z 2523 followers, XXX engagements


"Imagine being $MRK and seeing $10bn of sales on table (about XX% of which is very de-risked) and saying nah Im good lets do another EyeBio $insm"  
[X Link](https://x.com/PCM_bio/status/1973856419834482724) [@PCM_bio](/creator/x/PCM_bio) 2025-10-02T21:03Z 2536 followers, 10.8K engagements


"PCM X% in $ptgx . very bullish for $abvx M&A case given encumbrance by $jnj Tick tock"  
[X Link](https://x.com/PCM_bio/status/1976673435830136905) [@PCM_bio](/creator/x/PCM_bio) 2025-10-10T15:37Z 2537 followers, 7648 engagements


"$abvx $ptgx #PCManiacs"  
[X Link](https://x.com/PCM_bio/status/1976677770404282423) [@PCM_bio](/creator/x/PCM_bio) 2025-10-10T15:54Z 2537 followers, 7950 engagements


"@PersimmonTI Still have not heard justification for $azn $mrk and $AMGN as potential acquirers. Waiting patiently $nams"  
[X Link](https://x.com/PCM_bio/status/1978059335390437493) [@PCM_bio](/creator/x/PCM_bio) 2025-10-14T11:24Z 2540 followers, XXX engagements


"Who would be the winning horse for $mlys $bmy - need more cardio as they stare down Eliquis. Another CV oral option with Camzyos + potentially milvexian $mrk - natural fit but PCSK9 is peptide vs small molecule. Not sure if gating item or not (AZN LDL-C + Hypertension both small mol as example). Is revenue opp big enough for them to prioritize right here right now vs something bigger (i.e. $insm ) $lly - studying orfo in hypertension / OSA . natural go-to-market with two oral small mol $nvs - do they believe in QCZ484 Obviously need more Cardio $pfe - still have some capacity post $mtsr to"  
[X Link](https://x.com/PCM_bio/status/1978107480614838299) [@PCM_bio](/creator/x/PCM_bio) 2025-10-14T14:35Z 2538 followers, 3971 engagements


"I dont think Sports was arguing for a $MRK or $azn takeout based on the commentary. obi is a jack of all trades and less so a master of one. Needs to be a discrete launch as it will require intensive detailing + access . just cant see a payer willfully paying for obi + pcks9 when it is challenging as is to get pcsk9 $nams"  
[X Link](https://x.com/PCM_bio/status/1978238241036988561) [@PCM_bio](/creator/x/PCM_bio) 2025-10-14T23:15Z 2537 followers, XXX engagements


"Talk to me $abvx 🪿"  
[X Link](https://x.com/PCM_bio/status/1976285176738226573) [@PCM_bio](/creator/x/PCM_bio) 2025-10-09T13:54Z 2542 followers, 8598 engagements


"@PersimmonTI $mrk $azn about to go-to-market with competitive LDL-C lowering programs and then $AMGN with Repatha. Think these X are the X least-likely acquirers"  
[X Link](https://x.com/PCM_bio/status/1977748150174568471) [@PCM_bio](/creator/x/PCM_bio) 2025-10-13T14:47Z 2542 followers, XXX engagements


"I agree. But because they both at their core LDL-C lowering if you are $MRK or $azn its very unlikely youll be trying to launch obicetrapib at exact same time of PCSK9 launch. Or as $AMGN launching repatha you may cannibalize your own sales except in the very high lp(a) population. I just cant see the strategic case unless your PCSK9 launch has peaked out which is not the case for Repatha"  
[X Link](https://x.com/PCM_bio/status/1978228350624927972) [@PCM_bio](/creator/x/PCM_bio) 2025-10-14T22:36Z 2542 followers, XXX engagements


"Keep talking $abvx. Were listening 🪿"  
[X Link](https://x.com/PCM_bio/status/1976596726053261512) [@PCM_bio](/creator/x/PCM_bio) 2025-10-10T10:32Z 2542 followers, 8334 engagements


"Have we seen any recent leaks actually lead to higher bids And for $ptgx in particular what is the point when assets are encumbered $ptgx Party C changed its mind and really wants to own XX% of ico Leaks just create opportunities to disappoint $xbi $ibb"  
[X Link](https://x.com/PCM_bio/status/1977706275036184893) [@PCM_bio](/creator/x/PCM_bio) 2025-10-13T12:01Z 2544 followers, 4158 engagements


"@Banana_Oncology @DickMedChem Agreed. Keytruda LOE has nothing to do with ivo. Bigger concern is their broad PD1/VEGF program which is now impaired $mrk. Same with $pfe 3SBio"  
[X Link](https://x.com/PCM_bio/status/1964811157350564231) [@PCM_bio](/creator/x/PCM_bio) 2025-09-07T22:00Z 2543 followers, XXX engagements


"18%* in $abvx"  
[X Link](https://x.com/PCM_bio/status/1979228486129635443) [@PCM_bio](/creator/x/PCM_bio) 2025-10-17T16:50Z 2543 followers, 7927 engagements