#  @PersimmonTI Persimmon Tree Investments Persimmon Tree Investments posts on X about $xbi, $lly, $bbio, $nvo the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::4496252499/interactions)  - [--] Week [-------] +56% - [--] Month [-------] -23% - [--] Months [----------] +741% - [--] Year [----------] +1,125% ### Mentions: [--] [#](/creator/twitter::4496252499/posts_active)  - [--] Month [---] -23% - [--] Months [-----] +23% - [--] Year [-----] +228% ### Followers: [------] [#](/creator/twitter::4496252499/followers)  - [--] Week [------] +0.20% - [--] Month [------] +0.86% - [--] Months [------] +12% - [--] Year [------] +23% ### CreatorRank: [-------] [#](/creator/twitter::4496252499/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 50.5% [finance](/list/finance) 14.85% [technology brands](/list/technology-brands) 4.95% [social networks](/list/social-networks) 2.97% [cryptocurrencies](/list/cryptocurrencies) 1.98% [countries](/list/countries) 1.98% [celebrities](/list/celebrities) 0.99% [currencies](/list/currencies) 0.99% **Social topic influence** [$xbi](/topic/$xbi) #1, [$lly](/topic/$lly) #103, [$bbio](/topic/$bbio) #3, [$nvo](/topic/$nvo) #241, [$nktr](/topic/$nktr) #11, [$mrk](/topic/$mrk) #64, [$ocul](/topic/$ocul) #24, [$pfe](/topic/$pfe) #39, [$mlys](/topic/$mlys) #3, [$gpcr](/topic/$gpcr) #8 **Top accounts mentioned or mentioned by** [@biopharmiq](/creator/undefined) [@shortseller](/creator/undefined) [@biohazard3737](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@wsj](/creator/undefined) [@octopusking77](/creator/undefined) [@biospace](/creator/undefined) [@laurenthomas](/creator/undefined) [@usfdas](/creator/undefined) [@hhsogc](/creator/undefined) [@natrevdrugdisc](/creator/undefined) [@nature](/creator/undefined) [@naturebiotech](/creator/undefined) [@axios](/creator/undefined) [@naturemedicine](/creator/undefined) [@nitjignit](/creator/undefined) [@tomlovesvegas](/creator/undefined) [@doepke_michel](/creator/undefined) [@geneinvesting](/creator/undefined) [@trodelvym](/creator/undefined) **Top assets mentioned** [Eli Lilly and Company (LLY)](/topic/$lly) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Novo-Nordisk (NVO)](/topic/$nvo) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Pfizer, Inc. (PFE)](/topic/$pfe) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Synthetify (SNY)](/topic/$sny) [Abivax SA (ABVX)](/topic/$abvx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Johnson & Johnson (JNJ)](/topic/$jnj) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Novartis AG (NVS)](/topic/$nvs) [Oric Pharmaceuticals, Inc. (ORIC)](/topic/$oric) [Pyxis Oncology, Inc. (PYXS)](/topic/$pyxs) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Vertex Protocol (VRTX)](/topic/$vrtx) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [AbbVie Inc (ABBV)](/topic/$abbv) [Verve Therapeutics Inc. (VERV)](/topic/$verv) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Moderna Inc (MRNA)](/topic/$mrna) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Amgen, Inc. (AMGN)](/topic/$amgn) [Incyte Corporation (INCY)](/topic/$incy) [Arcus Biosciences, Inc. (RCUS)](/topic/$rcus) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [CureVac B.V. (CVAC)](/topic/$cvac) [Morgan Stanley (MS)](/topic/morgan-stanley) [Keros Therapeutics, Inc. (KROS)](/topic/$kros) [ARS Pharmaceuticals, Inc. (SPRY)](/topic/$spry) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Evommune, Inc. (EVMN)](/topic/$evmn) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Emergent Biosolutions, Inc. (EBS)](/topic/$ebs) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [AstraZeneca PLC (AZN)](/topic/$azn) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) ### Top Social Posts Top posts by engagements in the last [--] hours "$BNTX x $CVAC Fascinating further information on BioNTechs if youre worried about beating them buy them decision re: $CVAC purchase: $BNTX x $CVAC BioNTech buys the IP: $xbi https://t.co/xgy0uPbdn4 $BNTX x $CVAC BioNTech buys the IP: $xbi https://t.co/xgy0uPbdn4" [X Link](https://x.com/PersimmonTI/status/1954179417602715890) 2025-08-09T13:54Z 10.9K followers, 12.9K engagements "$MRK $xbi Merck CEO Rob Davis at Morgan Stanley on business development strategy He starts with the usual first in class best in class $0 to $15B mantra looking for a few more in the $VRNA-size wheelhouse but then notes willingness to think bigger if those dont materialize: The $1 to $15 billion that we've been following continues to be our preferred area but we remain open to others if the parameters of value science and all come together in the right way. $INSM would seem to be the obvious choice if $MRK is thinking big . https://twitter.com/i/web/status/1967233417944113197" [X Link](https://x.com/PersimmonTI/status/1967233417944113197) 2025-09-14T14:26Z 10.9K followers, [----] engagements "$KROS 👀 🐑" [X Link](https://x.com/PersimmonTI/status/1978409788275896464) 2025-10-15T10:37Z 10.9K followers, [----] engagements "$PYXS As expected selectively presented small N data for MICVO and:" [X Link](https://x.com/PersimmonTI/status/2001626762443395457) 2025-12-18T12:13Z 10.9K followers, [----] engagements "$XBI three recent examples of great clinical trial design(s) (and in some cases analysis): $MLYS $GPCR $OCUL" [X Link](https://x.com/PersimmonTI/status/2002804094516527211) 2025-12-21T18:11Z 10.9K followers, [----] engagements "$XBI William Blairs Top [--] $XBI Stock Picks for 2026: (w/ some editorial commentary) $SPRY onus on ARS for sales growth $KRYS perennial M&A candidate $XENE crowded pick lets see P3 $TERN think its taken out in [--] $EVMN interesting https://www.fiercebiotech.com/biotech/top-5-stock-picks-biotech-2026-william-blair https://www.fiercebiotech.com/biotech/top-5-stock-picks-biotech-2026-william-blair" [X Link](https://x.com/PersimmonTI/status/2005302694664348000) 2025-12-28T15:39Z 10.9K followers, 13.4K engagements "$XBI Go bold or go home. I'm predicting that $MLYS is taken out by $PFE for around $6B likely to be announced pre-JPM26. And if not $PFE $NVO may be the $MLYS suitor. I wouldn't be surprised if $PFE and $NVO are wrangling/angling now a la $MTSR" [X Link](https://x.com/PersimmonTI/status/2007603992940151186) 2026-01-04T00:04Z 10.9K followers, 11.2K engagements "@Biohazard3737 @adamfeuerstein Rev preannounces $DAWN $KURA" [X Link](https://x.com/PersimmonTI/status/2010472666516599097) 2026-01-11T22:03Z 10.9K followers, [----] engagements "$ALNY $52.6B $BBIO $14.89B And $ALNY with an AMVUTTRA quarterly rev miss A new [--] year plan may be needed https://x.com/cloisterres/status/2010473562629660998 https://x.com/cloisterres/status/2010473562629660998" [X Link](https://x.com/PersimmonTI/status/2010476731186999445) 2026-01-11T22:19Z 10.8K followers, [----] engagements "$EBS $xbi Per @biospace former CEO of $EBS faces an insider trading lawsuit brought by NY Attorney General. Note that CEO sold shares via a trading plan put in place by investment advisor but the timing of that plan was such that it still aroused suspicion:" [X Link](https://x.com/PersimmonTI/status/2012508725165068508) 2026-01-17T12:54Z 10.9K followers, [----] engagements "$JANX $BMY Super secret target and interesting given existing $MRK collab. Today announced a collaboration and exclusive worldwide license agreement with $BMY. Under the terms of the agreement the companies will develop an undisclosed novel tumor-activated therapeutic targeting a validated solid tumor antigen expressed across several human cancer types. $JANX may receive up to $50 million in upfront and near-term milestone payments and is eligible to receive development regulatory and commercial milestones up to approximately $800 million in the aggregate. Janux is also entitled to tiered" [X Link](https://x.com/PersimmonTI/status/2014310136257421788) 2026-01-22T12:12Z 10.9K followers, [----] engagements "$OCUL $SNY can wait Even before adding Robinson to the mix Dugel was publicly confident that Ocular had ample expertise to launch Axpaxli. Were very well capitalized to commercialize this product ourselves. We certainly have more expertise in retina than any other company per capita on the planet. So I don't think there's any need whatsoever at this point for partnership or licensing opportunities. We're very well set up to go ahead and do this by ourselves Dugel said at a Jefferies event in November. Ocular expects to publish phase [--] data in wet AMD in the first quarter of [----] and file for" [X Link](https://x.com/PersimmonTI/status/2015055090856407312) 2026-01-24T13:32Z 10.9K followers, 10.6K engagements "$CRVS $SLNO Seems a stretch to (correctly imo) discredit a short report because it grossly mischaracterizes the prevalence and nature of treatment related adverse events which are admittedly present $SLNO To proffering a short thesis in part on the basis of anticipated treatment related adverse events which are to date nowhere to be seen and (imo) will likely not materialize. $CRVS I trust Miller. https://twitter.com/i/web/status/2015131788360794401 https://twitter.com/i/web/status/2015131788360794401" [X Link](https://x.com/PersimmonTI/status/2015131788360794401) 2026-01-24T18:37Z 10.9K followers, 10.7K engagements "$XBI $RVMD $MRK Per @WSJ $MRK is no longer in acquisition talks with Revolution Medicines $RVMD because the parties could not agree on price according to people familiar with the matter. The WSJ says the (previously discussed) deal would have valued Revolution at roughly $30 billion and even though talks stopped discussions could restart and/or another buyer could emerge. $rvmd $mrk $xbi @laurenthomas what the helly https://t.co/exj847CbiI $rvmd $mrk $xbi @laurenthomas what the helly https://t.co/exj847CbiI" [X Link](https://x.com/PersimmonTI/status/2015511618315067547) 2026-01-25T19:46Z 10.8K followers, 14.5K engagements "$ABVX From the Bloomberg Intelligence: Vanguards of Healthcare Podcast hear in Sofinnovas own words how they view their $ABVX investment to some degree the gains and quasi-exit are in the books ( $ABVX sales have locked in some returns going back to the LPs). But in others they retain a board seat and a sizable stake and theyre continuing to back their [--] for [--] jockey Marc de Garidel I mean this year of course and it's not an exit but it's a public huge success. That's $ABVX of course if you think about Abivax was this company that was not doing great for a long time on European public market" [X Link](https://x.com/PersimmonTI/status/2015589892072387023) 2026-01-26T00:57Z 10.8K followers, 18K engagements "$ABVX $AZN $LLY The latest La Lettre: Excerpt below and in full in quoted tweet from Dominick. Note the specificity naming the investment bank Piper Sandler the dates of meeting and the obtaining of copy of banks report. As well the dates of $ABVX interaction with $LLY and $AZN. Also the sale of French/Leon-based Amolyt to $AZN last year for around 1B Sofinnova Partners was also a lead investor there and remember Sofinnova retains a large stake in $ABVX and they share an office building The biotech company Abivax engaged in an educational effort with analysts at the investment bank Piper" [X Link](https://x.com/PersimmonTI/status/2015735032493551654) 2026-01-26T10:34Z 10.8K followers, 13.9K engagements "zerohedge et tu $srpt *SAREPTA: ELEVIDYS SHOWS SIGNIFICANT EFFICACY ON KEY MEASURES *SAREPTA: NO NEW TREATMENT-RELATED SAFETY SIGNALS *SAREPTA: ELEVIDYS SHOWS SIGNIFICANT EFFICACY ON KEY MEASURES *SAREPTA: NO NEW TREATMENT-RELATED SAFETY SIGNALS" [X Link](https://x.com/PersimmonTI/status/2015875450992566754) 2026-01-26T19:52Z 10.8K followers, [----] engagements "Im more interested in how $MRK deploys an $30 billion now but got my $RVMD on this mornings everything must go sale" [X Link](https://x.com/PersimmonTI/status/2015891419211182381) 2026-01-26T20:55Z 10.9K followers, [----] engagements "agreed Adam all you degenerates only want one thing and its disgusting @PersimmonTI https://t.co/t19qviRKh0 @PersimmonTI https://t.co/t19qviRKh0" [X Link](https://x.com/PersimmonTI/status/2015892786235486308) 2026-01-26T21:01Z 10.8K followers, [----] engagements "$CRDF This is a doozy of a back-to-back PR" [X Link](https://x.com/PersimmonTI/status/2016122098419196083) 2026-01-27T12:12Z 10.8K followers, [----] engagements "$CRDF $xbi Some questionable data this morning: - so Onvan at 20mg is basically SoC/control-like but at 30mg ORR jumps but not statistically significantly Thats one way of showing dose response 🙄 - re: PFS Onvans two arms have median PFS numbers that are not yet reached/reportable but through some tortuous wrangling company is giving us hazard ratios on those same data 🧐 - great to see such a comprehensive legend and subscripts for small N data CEO stepped down Tantamount to dismissal effective immediately. And note that interim-CEO (and $CRDF board member) is also a $CTMX board member. ." [X Link](https://x.com/PersimmonTI/status/2016130809594339511) 2026-01-27T12:46Z 10.8K followers, [----] engagements "$CYTK Lets do this: $CYTK announced that MYQORZO (aficamten) is now available for prescription in [--] mg [--] mg [--] mg and [--] mg tablets in the U.S. MYQORZO was recently approved by the U.S. Food and Drug Administration (FDA) for the treatment of adults with symptomatic obstructive hypertrophic cardiomyopathy (oHCM) to improve functional capacity and symptoms. https://twitter.com/i/web/status/2016132456626221500 https://twitter.com/i/web/status/2016132456626221500" [X Link](https://x.com/PersimmonTI/status/2016132456626221500) 2026-01-27T12:53Z 10.8K followers, [----] engagements "Spilled coffee on my lap but Im wearing dark brown trousers. Can no longer tell where it was spilled. Winning" [X Link](https://x.com/PersimmonTI/status/2016220929823519009) 2026-01-27T18:45Z 10.8K followers, [----] engagements "If $ARWR became $VRTX it would be with exactly: [--------------------------------------------------------------------------------------------------------------] shares outstanding. @PersimmonTI That would be $ARWR first. @PersimmonTI That would be $ARWR first" [X Link](https://x.com/PersimmonTI/status/2016274313821798763) 2026-01-27T22:17Z 10.9K followers, [----] engagements "Just what $MRK needed. $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN" [X Link](https://x.com/PersimmonTI/status/2016669017738551793) 2026-01-29T00:25Z 10.8K followers, 14K engagements "sometimes a simple longneck is the ticket" [X Link](https://x.com/PersimmonTI/status/2017032238618104161) 2026-01-30T00:28Z 10.9K followers, [----] engagements "make it stop" [X Link](https://x.com/PersimmonTI/status/2017317643519148212) 2026-01-30T19:23Z 10.8K followers, [----] engagements "$XBI From Bain the [--] keys for [----] Pharma M&A in their eyes: - vertical integration (especially in radiopharma) - next-gen obesity (beyond GLP-1s.) - next-gen ADCs - China" [X Link](https://x.com/PersimmonTI/status/2018120343425081443) 2026-02-02T00:32Z 10.9K followers, [----] engagements "$CRVS lets run this shit Miller a mad scientist Maybe. Miller a determined doctor Yes. Miller forthright and honest Definitely" [X Link](https://x.com/PersimmonTI/status/2018352270107111860) 2026-02-02T15:54Z 10.9K followers, [----] engagements "he's not wrong. Shitcos going up 50% on CRL announcement and you are still running LoW nEt instead of max levered long ngmi Shitcos going up 50% on CRL announcement and you are still running LoW nEt instead of max levered long ngmi" [X Link](https://x.com/PersimmonTI/status/2018430740858392763) 2026-02-02T21:06Z 10.8K followers, [----] engagements "$NVO $LLY The pull of pills for the masses Oral Wegovys exceptional early launch could be putting paid to the erstwhile canon that injectables will remain dominant. Payor dynamics and direct to consumer discounting likely also playing a role but this is something to keep an eye on. ( $GPCR ) Also what would this mean for a third to market injectable like $RHHBY / Carmot Or an 11th to market subQ like [----] Over at Evercore ISI Umer Raffats analyst team was even buzzier about the Wegovy pills performance in its first two weeks on the market with Raffat describing the med's early launch" [X Link](https://x.com/PersimmonTI/status/2018487061754380373) 2026-02-03T00:49Z 10.9K followers, [----] engagements "How about $HIMS New reporting out: @US_FDAs crackdown on direct-to-consumer drug ads is having a big impact. And were just getting started. https://t.co/KP9hAdoktW New reporting out: @US_FDAs crackdown on direct-to-consumer drug ads is having a big impact. And were just getting started. https://t.co/KP9hAdoktW" [X Link](https://x.com/PersimmonTI/status/2018487582565290179) 2026-02-03T00:51Z 10.8K followers, [----] engagements "$xbi gotta catch em all Cowen's 1Q26 catalyst watchlist with expected moves $XBI $BBC https://t.co/Bdft3LFfEk Cowen's 1Q26 catalyst watchlist with expected moves $XBI $BBC https://t.co/Bdft3LFfEk" [X Link](https://x.com/PersimmonTI/status/2018748600965279859) 2026-02-03T18:09Z 10.8K followers, [----] engagements "everyone retreating to the safety of $xbi investing i see. #safehaven" [X Link](https://x.com/PersimmonTI/status/2018794984921833866) 2026-02-03T21:13Z 10.9K followers, [----] engagements "$CRDF $PYXS New leadership for both new leadership was needed for both" [X Link](https://x.com/PersimmonTI/status/2018813802591256582) 2026-02-03T22:28Z 10.9K followers, [----] engagements "bring on the Clintons Trump says time to turn the page on Epstein scandal Trump says time to turn the page on Epstein scandal" [X Link](https://x.com/PersimmonTI/status/2018823093448511829) 2026-02-03T23:05Z 10.8K followers, [----] engagements "it was the worst of times $nvo it was the best of times $lly" [X Link](https://x.com/PersimmonTI/status/2019017821049770342) 2026-02-04T11:58Z 10.9K followers, [----] engagements "take them down all of them a purge is the way x" [X Link](https://x.com/PersimmonTI/status/2019224516459728955) 2026-02-05T01:40Z 10.8K followers, [----] engagements "$XBI Days like this could be a rude awakening to those recently in biopharma. Veterans know that these days too are part of the equation often a large part. Theres nothing to do but accept it as a thing to be expected or to move on to other pastures. But remember the M&A call option is ever present and $xbi prices in the eyes of Pharma at least are looking better https://twitter.com/i/web/status/2019546100189843874 https://twitter.com/i/web/status/2019546100189843874" [X Link](https://x.com/PersimmonTI/status/2019546100189843874) 2026-02-05T22:58Z 10.8K followers, [----] engagements "Ive followed the beast for a long time since well before I was active on Twitter. Agree with him here. Im long $VIR $VIR (I'm long) has catalysts ahead. February: Updated data at ASCO GU for PSMAxCD3 T-cell engager in prostate cancer. H2'26: Updated data for a second HER2XCD3 TCE Q4'26: Data from ECLIPSE [--] a phase [--] trial in Hepatitis delta Q1'27: Data from ECLIPSE [--] and [--]. $VIR (I'm long) has catalysts ahead. February: Updated data at ASCO GU for PSMAxCD3 T-cell engager in prostate cancer. H2'26: Updated data for a second HER2XCD3 TCE Q4'26: Data from ECLIPSE [--] a phase [--] trial in Hepatitis" [X Link](https://x.com/PersimmonTI/status/2019761202994257947) 2026-02-06T13:12Z 10.9K followers, [----] engagements "glad for gline" [X Link](https://x.com/PersimmonTI/status/2019762387675500673) 2026-02-06T13:17Z 10.8K followers, [----] engagements "$xbi think its a great time to have some capital to deploy 🤔 💴" [X Link](https://x.com/PersimmonTI/status/2019763637712257316) 2026-02-06T13:22Z 10.8K followers, [----] engagements "he made that utterly vile post to distract from other utter utter vileness condemn it all but dont be distracted" [X Link](https://x.com/PersimmonTI/status/2019860946814984368) 2026-02-06T19:49Z 10.9K followers, [----] engagements "@Biohazard3737 No. Next question" [X Link](https://x.com/PersimmonTI/status/2019881906792272098) 2026-02-06T21:12Z 10.8K followers, [----] engagements "$HIMS $LLY $NVO gtfo Hims Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions" [X Link](https://x.com/PersimmonTI/status/2019885697230913603) 2026-02-06T21:27Z 10.9K followers, 12.3K engagements "the Washington Post dies in Bezos I am part of the mass layoffs at the Washington Post. I am sad and angry. We all want to keep doing the work. But for now I want to document a reality of being in journalism today. https://t.co/Xzrq6HhiP7 I am part of the mass layoffs at the Washington Post. I am sad and angry. We all want to keep doing the work. But for now I want to document a reality of being in journalism today. https://t.co/Xzrq6HhiP7" [X Link](https://x.com/PersimmonTI/status/2019888200366407753) 2026-02-06T21:37Z 10.8K followers, [----] engagements "$HIMS is a parasitic leach on the back of biopharma innovation that clothes itself in grandiloquent words of power to the people while its C-Suite exploits those same masses to unjustly enrich themselves. this should not be $HIMS $LLY $NVO gtfo Hims $HIMS $LLY $NVO gtfo Hims" [X Link](https://x.com/PersimmonTI/status/2019890526921617545) 2026-02-06T21:46Z 10.9K followers, [----] engagements "$HIMS i think that stakeholders across the industry = office of general counsel & possibly DoJ Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain" [X Link](https://x.com/PersimmonTI/status/2020260619535147021) 2026-02-07T22:17Z 10.9K followers, [----] engagements "a purely anecdotal story shared for no reason at all: a few years ago i hired someone for an executive level position. it was a hire based on need and motivated in part by desperation. after he started it became quite clear that he was not the right fit for my company his mentality attitude work ethic and perhaps most of all his integrity were questionable. i decided to try to make the best of it for a while thinking in part what would the board think with such a quick transition/turnover if i make a termination decision so quickly making the best of it stretched from months to years as i" [X Link](https://x.com/PersimmonTI/status/2020532833874239550) 2026-02-08T16:19Z 10.9K followers, [----] engagements "today i am puerto rican" [X Link](https://x.com/PersimmonTI/status/2020675005755912658) 2026-02-09T01:43Z 10.9K followers, [----] engagements "@adamfeuerstein pls dm me adam" [X Link](https://x.com/PersimmonTI/status/2020680080859803989) 2026-02-09T02:04Z 10.9K followers, [----] engagements "$HIMS Commercial just aired and a question is Dudum one of those disparaged wealthy people and if so did he become one by selling $HIMS stock to retail" [X Link](https://x.com/PersimmonTI/status/2020699481235435775) 2026-02-09T03:21Z 10.8K followers, [----] engagements "$LLY acquires (private) Orna Tx For approx $2.4B inclusive of CVR-likes. Another LNP/RNA in-vivo CAR-T player taken off the board: $xbi $BMY x private Orbital $1.5B cash. The second recent private deal in vivo CAR T player in autoimmune disease after: $ABBV x Capstan earlier this year. @NatRevDrugDisc for more on the space see $SANA (though lentiviral) $xbi https://t.co/WSlOK1xl1P $BMY x private Orbital $1.5B cash. The second recent private deal in vivo CAR T player in autoimmune disease after: $ABBV x Capstan earlier this year. @NatRevDrugDisc for more on the space see $SANA (though" [X Link](https://x.com/PersimmonTI/status/2020832270257696960) 2026-02-09T12:08Z 10.9K followers, [----] engagements "$NKTR Lots to discuss: 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively. Meaningful improvement in responses observed across key efficacy endpoints at week [--] with both monthly and quarterly dosing including an up to 5-fold increase in EASI-100 response rates. Favorable safety profile consistent with previously reported results for rezpegaldesleukin. Durability of maintained response rates supports advancement to pivotal Phase [--] program evaluating both monthly and quarterly maintenance" [X Link](https://x.com/PersimmonTI/status/2021195907824337393) 2026-02-10T12:13Z 10.9K followers, [----] engagements "$NKTR its a new dog and itll hunt: $NKTR Lots to discuss: 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively. Meaningful improvement in responses observed across key efficacy endpoints at week [--] with https://t.co/Qh14z7MK66 $NKTR Lots to discuss: 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively. Meaningful improvement in responses observed across key efficacy endpoints at week 52" [X Link](https://x.com/PersimmonTI/status/2021199991587602797) 2026-02-10T12:30Z 10.9K followers, 11.2K engagements "im glad for Twitter in a way that i hadnt anticipated a steady pressure of investigation mainstream media may forget but Twitter isnt going away a steady stream building to titanic momentum out with it its a matter of a nations decency and reason for being" [X Link](https://x.com/PersimmonTI/status/2021349256255398094) 2026-02-10T22:23Z 10.9K followers, [----] engagements "$ABVX oh brother. not this again" [X Link](https://x.com/PersimmonTI/status/2021682336920678846) 2026-02-11T20:26Z 10.9K followers, [----] engagements "$XBI $XOMA the undertaker: $HLVX $LVTX" [X Link](https://x.com/PersimmonTI/status/1952332561599930594) 2025-08-04T11:35Z 10.9K followers, [----] engagements "$ALXO Combination of evorpacept plus rituximab and lenalidomide (R2) generated complete responses (CR) in 92% of patients with untreated indolent non-Hodgkin lymphoma (iNHL) comparing favorably to an approximate 50% historical CR rate for R2 alone" [X Link](https://x.com/PersimmonTI/status/1998002058352288182) 2025-12-08T12:09Z 10.9K followers, [----] engagements "$XBI $VERV $PSTX $MGTX $SGMO $ADVM Dealmaking focuses on bright spots in the cell and gene therapy landscape @nature biopharma dealmakers with a very interesting piece about positives in the otherwise difficult cell and gene therapy space: Dealmakers interest in some niches in the field has intensified and merger and acquisition (M&A) deal value in [----] is now already the highest since [----] with key trends of the past [--] months including: - in vivo CAR-T - LNP delivery platforms - expanding selective AAV targets $XBI $GILD Pregene $JNJ Kelonia $BMY Orbital $ABBV Capstan An interesting piece" [X Link](https://x.com/PersimmonTI/status/2000224332950175929) 2025-12-14T15:20Z 10.9K followers, [----] engagements "$OCUL La Lettre rumor re: $SNY interest: "The French pharma group and CEO Paul Hudson are readying a sweetened bid for Ocular Therapeutix. An earlier offer of $16 a share was turned down by the US biotech's board."" [X Link](https://x.com/PersimmonTI/status/2011777393305010642) 2026-01-15T12:28Z 10.9K followers, [----] engagements "$GPCR Per @axios Structure $GPCR could be pharmas next buyout candidate: https://www.axios.com/pro/biotech-deals/2026/01/30/structure-therapeutics-pharmas-next-buyout-glp1 https://www.axios.com/pro/biotech-deals/2026/01/30/structure-therapeutics-pharmas-next-buyout-glp1" [X Link](https://x.com/PersimmonTI/status/2017659464736784745) 2026-01-31T18:01Z 10.9K followers, [----] engagements "have a really good feeling about $VTYX. im thinking $LLY just might have interest Day of week all [--] comm'l-stage oncology (26) & non M&A exits were announced (bios w/1st appr since 1/1/13 so no $CELG $SGEN etc) Monday was the most popular day (62% in oncology) followed by Wed Our guess on next M&A candidates $SNDX $ARWR $CYTK $VKTX $XERS $TERN $VTYX $XBI https://t.co/uvY8kuTvM2 Day of week all [--] comm'l-stage oncology (26) & non M&A exits were announced (bios w/1st appr since 1/1/13 so no $CELG $SGEN etc) Monday was the most popular day (62% in oncology) followed by Wed Our guess on next M&A" [X Link](https://x.com/PersimmonTI/status/2018637289312911508) 2026-02-03T10:46Z 10.9K followers, [----] engagements "$STRO per usual the price discovery on these secondary offering prices is top notch. but beyond that $110mm on offer which would nearly double the market cap of this microcap which is still currently at negative EV and some heavy hitters underwriting the secondary indicating that this could be so core and not at all sheepish $XBI I dont participate in the biotech pick em but if I did my pick this year would have been: $STRO $XBI I dont participate in the biotech pick em but if I did my pick this year would have been: $STRO" [X Link](https://x.com/PersimmonTI/status/2021205327702560940) 2026-02-10T12:51Z 10.9K followers, [----] engagements "$BBIO $XBI Infigratinib with home run data: BridgeBio Reports Positive Phase [--] Topline Results for Oral Infigratinib with the First Statistically Significant Improvements in Body Proportionality in Achondroplasia - NDA and MAA submissions planned in second half of [----] for achondroplasia; oral infigratinib is the only therapeutic option in development for achondroplasia to have Breakthrough Therapy Designation from the FDA - Given the strength of these data BridgeBio plans to accelerate the development of oral infigratinib in hypochondroplasia and is enrolling the observational run-in for the" [X Link](https://x.com/PersimmonTI/status/2021926695771476311) 2026-02-12T12:37Z 10.9K followers, [----] engagements "$bbio love the non-PR shock drop too" [X Link](https://x.com/PersimmonTI/status/2021928401028968525) 2026-02-12T12:44Z 10.9K followers, [----] engagements "$BBIO should be up much more will be up much more $BBIO and this in particular is big: https://t.co/UIeels26IB $BBIO and this in particular is big: https://t.co/UIeels26IB" [X Link](https://x.com/PersimmonTI/status/2021929537689588219) 2026-02-12T12:49Z 10.9K followers, [----] engagements "$xbi @wsj the pressure to make a move rises back to business means back to rules & predictability $qure reversal $mrna refusal $iron bait/switch on a commisoners PRV these are each anathema to the business of making important decisions about future plans. We need adults. The WSJ Editorial Board weighs in: Its hard to recall a regulator who has done as much damage to medical innovation in as little time as Vinay Prasad. In his latest drive-by shooting the leader of the Food and Drug Administrations vaccine division rejected Moderna s mRNA flu The WSJ Editorial Board weighs in: Its hard to" [X Link](https://x.com/PersimmonTI/status/2022479089953624463) 2026-02-14T01:12Z 10.9K followers, [----] engagements "$XBI Its official $LLY x $VTYX $14/share $1.2B (and price action confirms my suspicion that no one knew nuthin about the final price)" [X Link](https://x.com/PersimmonTI/status/2009015147252293952) 2026-01-07T21:31Z 10.9K followers, [----] engagements "$bcab trust me bro" [X Link](https://x.com/PersimmonTI/status/1990605629904257387) 2025-11-18T02:19Z 10.9K followers, [----] engagements "ive got a good feeling about $VERV and $RNA. im thinking $LLY and $NVS. Top [--] Hidden-Gem Biotech M&A Candidates: $RNA $KYMR $ACLX $VERV $RLYB $RGNX $DSGN $PMVP $PRAX $WGS https://t.co/Lkf54a6seh Top [--] Hidden-Gem Biotech M&A Candidates: $RNA $KYMR $ACLX $VERV $RLYB $RGNX $DSGN $PMVP $PRAX $WGS https://t.co/Lkf54a6seh" [X Link](https://x.com/PersimmonTI/status/1998484020724904215) 2025-12-09T20:04Z 10.9K followers, [----] engagements "$XBI Another bold (and maybe stupid) prediction: $ORIC is taken out by $JNJ in [----]. - $XBI Go bold or go home. I'm predicting that $MLYS is taken out by $PFE for around $6B likely to be announced pre-JPM26. And if not $PFE $NVO may be the $MLYS suitor. I wouldn't be surprised if $PFE and $NVO are wrangling/angling now a la $MTSR. $XBI Go bold or go home. I'm predicting that $MLYS is taken out by $PFE for around $6B likely to be announced pre-JPM26. And if not $PFE $NVO may be the $MLYS suitor. I wouldn't be surprised if $PFE and $NVO are wrangling/angling now a la $MTSR" [X Link](https://x.com/PersimmonTI/status/2007850090275483836) 2026-01-04T16:22Z 10.9K followers, [----] engagements "$XBI $JNJ on JPM Monday Just a reminder: JPM Mon [----] (1/8/24) $JNJ x $AMAM JPM Mon [----] (1/13/25) $JNJ x $ITCI JPM Mon [----] (1/12/26) $JNJ kicks things off with a Monday morning JPM presentation and recall $JNJ insistence in $AMAM negotiations deal must close in time for JPM Monday presser $JNJ to Acquire $ITCI Its official. $132 per share; $14.6 billion $xbi https://t.co/yBazPQdUP0 $JNJ to Acquire $ITCI Its official. $132 per share; $14.6 billion $xbi https://t.co/yBazPQdUP0" [X Link](https://x.com/PersimmonTI/status/2010007912895095121) 2026-01-10T15:16Z 10.9K followers, 12.7K engagements "$XBI the M&A Playbook List of my predictions for [----] biopharma acquisitions in no particular order: $GPCR x $MRK $ABVX x $LLY $CTMX x $MRK $CYTK x $NVS $MLYS x $PFE or $NVO $RYTM x $NVO $TERN x $BMY $NKTR x $AMGN $ORIC x $JNJ $SNDX x $INCY $RCUS x $GILD $RVMD x $JNJ $VERA x $SNY https://twitter.com/i/web/status/2017708876510982549 https://twitter.com/i/web/status/2017708876510982549" [X Link](https://x.com/PersimmonTI/status/2017708876510982549) 2026-01-31T21:17Z 10.9K followers, 18.8K engagements "$ARWR ception $ARWR $ARWR" [X Link](https://x.com/PersimmonTI/status/2020257005487943785) 2026-02-07T22:02Z 10.9K followers, [----] engagements "$MRNA 👀 $CDTX" [X Link](https://x.com/PersimmonTI/status/2021380600548999462) 2026-02-11T00:27Z 10.9K followers, [----] engagements "$BBIO could be the next $VRTX" [X Link](https://x.com/PersimmonTI/status/2016262546366386202) 2026-01-27T21:30Z 10.9K followers, [----] engagements "$XBI Another [----] M&A prediction for 2026: $VIR x $GILD (or $SNY); takeout price of $4B. $XBI the M&A Playbook List of my predictions for [----] biopharma acquisitions in no particular order: $GPCR x $MRK $ABVX x $LLY $CTMX x $MRK $CYTK x $NVS $MLYS x $PFE or $NVO $RYTM x $NVO $TERN x $BMY $NKTR x $AMGN $ORIC x $JNJ $SNDX x $INCY $RCUS x $GILD $RVMD x $JNJ $XBI the M&A Playbook List of my predictions for [----] biopharma acquisitions in no particular order: $GPCR x $MRK $ABVX x $LLY $CTMX x $MRK $CYTK x $NVS $MLYS x $PFE or $NVO $RYTM x $NVO $TERN x $BMY $NKTR x $AMGN $ORIC x $JNJ $SNDX x $INCY" [X Link](https://x.com/PersimmonTI/status/2018338264009060609) 2026-02-02T14:58Z 10.9K followers, [----] engagements "$BBIO $xbi The recently revived FDA Rare Pediatric Disease Priority Review Voucher Program could prove to be a boon for Bridge Bio: - BBP-418 (LGMD2I/R9) has Rare Pediatric Disease Designation and if approved BridgeBio may qualify for a PRV. - infigratinib (achondroplasia) has also received Rare Pediatric Disease Designation and if approved BridgeBio may qualify for a PRV. If $BBIO doesnt use any potential PRVs to speed development of its own pipeline they would be a good source of non-dilutive capital in a time when supply/demand dynamics are increasing the purchase price of such" [X Link](https://x.com/PersimmonTI/status/2019928366057460023) 2026-02-07T00:17Z 10.9K followers, [----] engagements "$BBIO in a nutshell: $PFE pulled Euro patent upon revocation so that it could not set legal precedent by moving to a court ruling; Bourla sandbagging in earnings CC the day before to set expectations of generics for Vynda in [----]. But think that $PFE has every intention to very zealously defend patents in U.S. to the utmost and wont allow EU court precedent to do anything to muddy the U.S. waters. Would rather concede the less lucrative EU market and gird loins for the U.S. patent defense to follow. https://twitter.com/i/web/status/2019952825036390872" [X Link](https://x.com/PersimmonTI/status/2019952825036390872) 2026-02-07T01:54Z 10.9K followers, [----] engagements "$MDGL goes to China again: $60mm from $MDGL upfront and up to $4.4b in biobucks for: Exclusive global license agreement with Suzhou Ribo Life Science Co. Ltd. (Ribo) and its subsidiary Ribocure Pharmaceuticals AB (Ribocure) for six preclinical small interfering RNA (siRNA) programs. siRNAs offer a precision approach to gene silencing in MASH by selectively reducing the production of disease-driving proteins. $MDGL Madrigal goes to China for its pipeline expansion in-licensing an oral GLP-1 an orfoglipron derivative for $120mm upfront up to $2 billion in biobucks. With goal for once daily oral" [X Link](https://x.com/PersimmonTI/status/2021543248901140961) 2026-02-11T11:14Z 10.9K followers, [----] engagements "$BBIO and this in particular is big: $BBIO $XBI Infigratinib with home run data: BridgeBio Reports Positive Phase [--] Topline Results for Oral Infigratinib with the First Statistically Significant Improvements in Body Proportionality in Achondroplasia - NDA and MAA submissions planned in second half of [----] for https://t.co/hpo7DVu9ih $BBIO $XBI Infigratinib with home run data: BridgeBio Reports Positive Phase [--] Topline Results for Oral Infigratinib with the First Statistically Significant Improvements in Body Proportionality in Achondroplasia - NDA and MAA submissions planned in second half of" [X Link](https://x.com/PersimmonTI/status/2021927618736435552) 2026-02-12T12:41Z 10.9K followers, 10.2K engagements "the dirty little secret of utilizing ChatGPT/Gemini/Claude is that: there is no secret. It is work working with AI just amplified work. you only get something worthwhile if you put in something worthwhile" [X Link](https://x.com/PersimmonTI/status/2022431235545645181) 2026-02-13T22:02Z 10.9K followers, [----] engagements "$BBIO at the risk of waxing grandiloquent myself: Im proud to be a part-owner of $BBIO a david whos had to overcome multiple Goliaths. The entrenched institutional darlings in ATTR-CM $ALNY who for a while could do no wrong. (and $PFE menacing) And now those same counterparts in Achondroplasia $ASND $BMRN. acoramidis survived its odyssey and thrives infigratinib will as well: https://twitter.com/i/web/status/2023088061261709411 https://twitter.com/i/web/status/2023088061261709411" [X Link](https://x.com/PersimmonTI/status/2023088061261709411) 2026-02-15T17:32Z 10.9K followers, [----] engagements "$LLY $NVO $MTSR / $PFE Think that the consensus that were still in the early innings of obesity therapeutics is correct and as the game progresses whats going to become even more important is: Compliance/tolerability/convenience For all the myriad benefits of GLP1s (and weight loss generally) as studies like that recently published in the Lancet show such health benefits only last as long as the weight doesnt. And this is a big issue for GLP1s with the one-year persistence of Wegovy & Zepbound treatment still only in the low 60% range. And two-year persistence on Wegovy is less than 25%." [X Link](https://x.com/PersimmonTI/status/2005330157616439308) 2025-12-28T17:29Z 10.9K followers, [----] engagements "this is fucking insane and it must be stopped WE must stop it this is Not who we are" [X Link](https://x.com/PersimmonTI/status/2015262529463693610) 2026-01-25T03:16Z 10.9K followers, [----] engagements "$xbi two orthogonal $O s different of TA and indications but with intriguing similarities of approach each with my attention in bioland" [X Link](https://x.com/PersimmonTI/status/2020554560025043064) 2026-02-08T17:45Z 10.9K followers, [----] engagements "$NKTR whats to discuss" [X Link](https://x.com/PersimmonTI/status/2020981265487237606) 2026-02-09T22:00Z 10.9K followers, 22.9K engagements "$NKTR Nektar prices secondary offering and some thoughts: - quite quick with the pricing just more than one day since announcing the secondary which speaks to strong demand. - upsized at $460mm inclusive of fully allotted greenshoe as opposed to the previously PRed $450mm. - strong pricing at $58/share and with prefunded warrants suggesting that some institutional buyers want to take existing stakes above 5% of total outstanding. Overall positive news and should portend continued $NKTR strength. $xbi $NKTR Cash it up with a well-priced secondary offering $450mm inclusive of greenshoe if fully" [X Link](https://x.com/PersimmonTI/status/2021797063080526183) 2026-02-12T04:02Z 10.9K followers, 16.7K engagements "$SNY Hudson out as CEO at Sanofi. Current CEO of German Merck to head in. French drugmaker Sanofi abruptly ousted its CEO Paul Hudson on Thursday underscoring rising pressure from U.S. vaccine headwinds and a stalled turnaround since he took the reins in [----] to replace blockbuster drugs. https://t.co/hvSsGqYl65 https://t.co/hvSsGqYl65 French drugmaker Sanofi abruptly ousted its CEO Paul Hudson on Thursday underscoring rising pressure from U.S. vaccine headwinds and a stalled turnaround since he took the reins in [----] to replace blockbuster drugs. https://t.co/hvSsGqYl65" [X Link](https://x.com/PersimmonTI/status/2021914263002976468) 2026-02-12T11:48Z 10.9K followers, [----] engagements "$BBIO $ASND" [X Link](https://x.com/PersimmonTI/status/2021933133004709934) 2026-02-12T13:03Z 10.9K followers, [----] engagements "$NKTR Closing of Public Offering Including Full Exercise of Underwriters' Option to Purchase Additional Shares. The full $460mm and from pricing of the secondary on Wednesday night to closing of the secondary by Friday at the close These shares were in heavy demand and $NKTR share price strength shows it $NKTR Nektar prices secondary offering and some thoughts: - quite quick with the pricing just more than one day since announcing the secondary which speaks to strong demand. - upsized at $460mm inclusive of fully allotted greenshoe as opposed to the previously PRed https://t.co/DVjNUvya5c" [X Link](https://x.com/PersimmonTI/status/2022424187231433193) 2026-02-13T21:34Z 10.9K followers, 11.2K engagements "a legal technicality because a warrant even a prefunded warrant must have some non-zero exercise price to be a warrant. So here the exercise price for $NKTR prefunded warrant to convert into a share is: $0.0001. And the warrant purchase price is $57.9999 The sum of the two must equal $58 the offerings share price. https://twitter.com/i/web/status/2022429422377140531 https://twitter.com/i/web/status/2022429422377140531" [X Link](https://x.com/PersimmonTI/status/2022429422377140531) 2026-02-13T21:55Z 10.9K followers, [----] engagements "$OCUL will be positive and positively received is my guess which is backed by shares $OCUL - say what you will about the readout pencils down now LNY is next week: I'm a year of the snake and it's going to be a fun week +/- https://t.co/x5jSOgm1Fq $OCUL - say what you will about the readout pencils down now LNY is next week: I'm a year of the snake and it's going to be a fun week +/- https://t.co/x5jSOgm1Fq" [X Link](https://x.com/PersimmonTI/status/2022442482630578188) 2026-02-13T22:47Z 10.9K followers, [----] engagements "$OCUL lets do this ish $OCUL will be positive and positively received is my guess which is backed by shares $OCUL will be positive and positively received is my guess which is backed by shares" [X Link](https://x.com/PersimmonTI/status/2022442966074479074) 2026-02-13T22:49Z 10.9K followers, [----] engagements "whos got better beef $ASND v $BBIO or $EYPT v $OCUL" [X Link](https://x.com/PersimmonTI/status/2022443208840745363) 2026-02-13T22:50Z 10.9K followers, [----] engagements "$XBI From The Science of Psychedelic Medicine @naturemedicine $cmps" [X Link](https://x.com/PersimmonTI/status/2023058516181663852) 2026-02-15T15:35Z 10.9K followers, [----] engagements "$XBI it would really be an incredible shame if Prasad's rejection of $IRON after Makary's providing same with his "Commissioner's Voucher" for priority review was the source of division and rancor between the two leading Makary to question his own decision to aggressively advocate for Prasad's return. would just be incredibly sad to see such a division between two totally effective leaders. The FDA has rejected a rare disease therapy from Disc Medicine an early recipient of a commissioner's voucher from the agency. https://t.co/zxEcFgIqO4 The FDA has rejected a rare disease therapy from Disc" [X Link](https://x.com/PersimmonTI/status/2023111317389713858) 2026-02-15T19:05Z 10.9K followers, [----] engagements "generally spread your FUD on your own timeline" [X Link](https://x.com/PersimmonTI/status/2023143534724075884) 2026-02-15T21:13Z 10.9K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PersimmonTI Persimmon Tree InvestmentsPersimmon Tree Investments posts on X about $xbi, $lly, $bbio, $nvo the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 50.5% finance 14.85% technology brands 4.95% social networks 2.97% cryptocurrencies 1.98% countries 1.98% celebrities 0.99% currencies 0.99%
Social topic influence $xbi #1, $lly #103, $bbio #3, $nvo #241, $nktr #11, $mrk #64, $ocul #24, $pfe #39, $mlys #3, $gpcr #8
Top accounts mentioned or mentioned by @biopharmiq @shortseller @biohazard3737 @adamfeuerstein @wsj @octopusking77 @biospace @laurenthomas @usfdas @hhsogc @natrevdrugdisc @nature @naturebiotech @axios @naturemedicine @nitjignit @tomlovesvegas @doepke_michel @geneinvesting @trodelvym
Top assets mentioned Eli Lilly and Company (LLY) BridgeBio Pharma, Inc. Common Stock (BBIO) Novo-Nordisk (NVO) Merck & Co., Inc. (MRK) Ocular Therapeutix, Inc. (OCUL) Pfizer, Inc. (PFE) Mineralys Therapeutics, Inc. (MLYS) Structure Therapeutics Inc. (GPCR) Bristol-Myers Squibb Co (BMY) Synthetify (SNY) Abivax SA (ABVX) Hims & Hers Health, Inc. (HIMS) Johnson & Johnson (JNJ) Terns Pharmaceuticals, Inc. (TERN) Revolution Medicines, Inc. (RVMD) Cytokinetics Inc. (CYTK) Metsera, Inc. (MTSR) Arrowhead Research Corporation (ARWR) Gilead Sciences, Inc. (GILD) Novartis AG (NVS) Oric Pharmaceuticals, Inc. (ORIC) Pyxis Oncology, Inc. (PYXS) Alnylam Pharmaceuticals, Inc. (ALNY) Vertex Protocol (VRTX) Vir Biotechnology, Inc. Common Stock (VIR) AbbVie Inc (ABBV) Verve Therapeutics Inc. (VERV) Ventyx Biosciences, Inc. (VTYX) Moderna Inc (MRNA) Disc Medicine, Inc. Common Stock (IRON) Amgen, Inc. (AMGN) Incyte Corporation (INCY) Arcus Biosciences, Inc. (RCUS) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) CureVac B.V. (CVAC) Morgan Stanley (MS) Keros Therapeutics, Inc. (KROS) ARS Pharmaceuticals, Inc. (SPRY) Krystal Biotech, Inc. Common Stock (KRYS) Xenon Pharmaceuticals Inc (XENE) Evommune, Inc. (EVMN) Day One Biopharmaceuticals, Inc. (DAWN) Emergent Biosolutions, Inc. (EBS) Janux Therapeutics, Inc. (JANX) Soleno Therapeutics, Inc. Common Stock (SLNO) AstraZeneca PLC (AZN) Sarepta Therapeutics, Inc. (SRPT)
Top posts by engagements in the last [--] hours
"$BNTX x $CVAC Fascinating further information on BioNTechs if youre worried about beating them buy them decision re: $CVAC purchase: $BNTX x $CVAC BioNTech buys the IP: $xbi https://t.co/xgy0uPbdn4 $BNTX x $CVAC BioNTech buys the IP: $xbi https://t.co/xgy0uPbdn4"
X Link 2025-08-09T13:54Z 10.9K followers, 12.9K engagements
"$MRK $xbi Merck CEO Rob Davis at Morgan Stanley on business development strategy He starts with the usual first in class best in class $0 to $15B mantra looking for a few more in the $VRNA-size wheelhouse but then notes willingness to think bigger if those dont materialize: The $1 to $15 billion that we've been following continues to be our preferred area but we remain open to others if the parameters of value science and all come together in the right way. $INSM would seem to be the obvious choice if $MRK is thinking big . https://twitter.com/i/web/status/1967233417944113197"
X Link 2025-09-14T14:26Z 10.9K followers, [----] engagements
"$KROS 👀 🐑"
X Link 2025-10-15T10:37Z 10.9K followers, [----] engagements
"$PYXS As expected selectively presented small N data for MICVO and:"
X Link 2025-12-18T12:13Z 10.9K followers, [----] engagements
"$XBI three recent examples of great clinical trial design(s) (and in some cases analysis): $MLYS $GPCR $OCUL"
X Link 2025-12-21T18:11Z 10.9K followers, [----] engagements
"$XBI William Blairs Top [--] $XBI Stock Picks for 2026: (w/ some editorial commentary) $SPRY onus on ARS for sales growth $KRYS perennial M&A candidate $XENE crowded pick lets see P3 $TERN think its taken out in [--] $EVMN interesting https://www.fiercebiotech.com/biotech/top-5-stock-picks-biotech-2026-william-blair https://www.fiercebiotech.com/biotech/top-5-stock-picks-biotech-2026-william-blair"
X Link 2025-12-28T15:39Z 10.9K followers, 13.4K engagements
"$XBI Go bold or go home. I'm predicting that $MLYS is taken out by $PFE for around $6B likely to be announced pre-JPM26. And if not $PFE $NVO may be the $MLYS suitor. I wouldn't be surprised if $PFE and $NVO are wrangling/angling now a la $MTSR"
X Link 2026-01-04T00:04Z 10.9K followers, 11.2K engagements
"@Biohazard3737 @adamfeuerstein Rev preannounces $DAWN $KURA"
X Link 2026-01-11T22:03Z 10.9K followers, [----] engagements
"$ALNY $52.6B $BBIO $14.89B And $ALNY with an AMVUTTRA quarterly rev miss A new [--] year plan may be needed https://x.com/cloisterres/status/2010473562629660998 https://x.com/cloisterres/status/2010473562629660998"
X Link 2026-01-11T22:19Z 10.8K followers, [----] engagements
"$EBS $xbi Per @biospace former CEO of $EBS faces an insider trading lawsuit brought by NY Attorney General. Note that CEO sold shares via a trading plan put in place by investment advisor but the timing of that plan was such that it still aroused suspicion:"
X Link 2026-01-17T12:54Z 10.9K followers, [----] engagements
"$JANX $BMY Super secret target and interesting given existing $MRK collab. Today announced a collaboration and exclusive worldwide license agreement with $BMY. Under the terms of the agreement the companies will develop an undisclosed novel tumor-activated therapeutic targeting a validated solid tumor antigen expressed across several human cancer types. $JANX may receive up to $50 million in upfront and near-term milestone payments and is eligible to receive development regulatory and commercial milestones up to approximately $800 million in the aggregate. Janux is also entitled to tiered"
X Link 2026-01-22T12:12Z 10.9K followers, [----] engagements
"$OCUL $SNY can wait Even before adding Robinson to the mix Dugel was publicly confident that Ocular had ample expertise to launch Axpaxli. Were very well capitalized to commercialize this product ourselves. We certainly have more expertise in retina than any other company per capita on the planet. So I don't think there's any need whatsoever at this point for partnership or licensing opportunities. We're very well set up to go ahead and do this by ourselves Dugel said at a Jefferies event in November. Ocular expects to publish phase [--] data in wet AMD in the first quarter of [----] and file for"
X Link 2026-01-24T13:32Z 10.9K followers, 10.6K engagements
"$CRVS $SLNO Seems a stretch to (correctly imo) discredit a short report because it grossly mischaracterizes the prevalence and nature of treatment related adverse events which are admittedly present $SLNO To proffering a short thesis in part on the basis of anticipated treatment related adverse events which are to date nowhere to be seen and (imo) will likely not materialize. $CRVS I trust Miller. https://twitter.com/i/web/status/2015131788360794401 https://twitter.com/i/web/status/2015131788360794401"
X Link 2026-01-24T18:37Z 10.9K followers, 10.7K engagements
"$XBI $RVMD $MRK Per @WSJ $MRK is no longer in acquisition talks with Revolution Medicines $RVMD because the parties could not agree on price according to people familiar with the matter. The WSJ says the (previously discussed) deal would have valued Revolution at roughly $30 billion and even though talks stopped discussions could restart and/or another buyer could emerge. $rvmd $mrk $xbi @laurenthomas what the helly https://t.co/exj847CbiI $rvmd $mrk $xbi @laurenthomas what the helly https://t.co/exj847CbiI"
X Link 2026-01-25T19:46Z 10.8K followers, 14.5K engagements
"$ABVX From the Bloomberg Intelligence: Vanguards of Healthcare Podcast hear in Sofinnovas own words how they view their $ABVX investment to some degree the gains and quasi-exit are in the books ( $ABVX sales have locked in some returns going back to the LPs). But in others they retain a board seat and a sizable stake and theyre continuing to back their [--] for [--] jockey Marc de Garidel I mean this year of course and it's not an exit but it's a public huge success. That's $ABVX of course if you think about Abivax was this company that was not doing great for a long time on European public market"
X Link 2026-01-26T00:57Z 10.8K followers, 18K engagements
"$ABVX $AZN $LLY The latest La Lettre: Excerpt below and in full in quoted tweet from Dominick. Note the specificity naming the investment bank Piper Sandler the dates of meeting and the obtaining of copy of banks report. As well the dates of $ABVX interaction with $LLY and $AZN. Also the sale of French/Leon-based Amolyt to $AZN last year for around 1B Sofinnova Partners was also a lead investor there and remember Sofinnova retains a large stake in $ABVX and they share an office building The biotech company Abivax engaged in an educational effort with analysts at the investment bank Piper"
X Link 2026-01-26T10:34Z 10.8K followers, 13.9K engagements
"zerohedge et tu $srpt *SAREPTA: ELEVIDYS SHOWS SIGNIFICANT EFFICACY ON KEY MEASURES *SAREPTA: NO NEW TREATMENT-RELATED SAFETY SIGNALS *SAREPTA: ELEVIDYS SHOWS SIGNIFICANT EFFICACY ON KEY MEASURES *SAREPTA: NO NEW TREATMENT-RELATED SAFETY SIGNALS"
X Link 2026-01-26T19:52Z 10.8K followers, [----] engagements
"Im more interested in how $MRK deploys an $30 billion now but got my $RVMD on this mornings everything must go sale"
X Link 2026-01-26T20:55Z 10.9K followers, [----] engagements
"agreed Adam all you degenerates only want one thing and its disgusting @PersimmonTI https://t.co/t19qviRKh0 @PersimmonTI https://t.co/t19qviRKh0"
X Link 2026-01-26T21:01Z 10.8K followers, [----] engagements
"$CRDF This is a doozy of a back-to-back PR"
X Link 2026-01-27T12:12Z 10.8K followers, [----] engagements
"$CRDF $xbi Some questionable data this morning: - so Onvan at 20mg is basically SoC/control-like but at 30mg ORR jumps but not statistically significantly Thats one way of showing dose response 🙄 - re: PFS Onvans two arms have median PFS numbers that are not yet reached/reportable but through some tortuous wrangling company is giving us hazard ratios on those same data 🧐 - great to see such a comprehensive legend and subscripts for small N data CEO stepped down Tantamount to dismissal effective immediately. And note that interim-CEO (and $CRDF board member) is also a $CTMX board member. ."
X Link 2026-01-27T12:46Z 10.8K followers, [----] engagements
"$CYTK Lets do this: $CYTK announced that MYQORZO (aficamten) is now available for prescription in [--] mg [--] mg [--] mg and [--] mg tablets in the U.S. MYQORZO was recently approved by the U.S. Food and Drug Administration (FDA) for the treatment of adults with symptomatic obstructive hypertrophic cardiomyopathy (oHCM) to improve functional capacity and symptoms. https://twitter.com/i/web/status/2016132456626221500 https://twitter.com/i/web/status/2016132456626221500"
X Link 2026-01-27T12:53Z 10.8K followers, [----] engagements
"Spilled coffee on my lap but Im wearing dark brown trousers. Can no longer tell where it was spilled. Winning"
X Link 2026-01-27T18:45Z 10.8K followers, [----] engagements
"If $ARWR became $VRTX it would be with exactly: [--------------------------------------------------------------------------------------------------------------] shares outstanding. @PersimmonTI That would be $ARWR first. @PersimmonTI That would be $ARWR first"
X Link 2026-01-27T22:17Z 10.9K followers, [----] engagements
"Just what $MRK needed. $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN"
X Link 2026-01-29T00:25Z 10.8K followers, 14K engagements
"sometimes a simple longneck is the ticket"
X Link 2026-01-30T00:28Z 10.9K followers, [----] engagements
"make it stop"
X Link 2026-01-30T19:23Z 10.8K followers, [----] engagements
"$XBI From Bain the [--] keys for [----] Pharma M&A in their eyes: - vertical integration (especially in radiopharma) - next-gen obesity (beyond GLP-1s.) - next-gen ADCs - China"
X Link 2026-02-02T00:32Z 10.9K followers, [----] engagements
"$CRVS lets run this shit Miller a mad scientist Maybe. Miller a determined doctor Yes. Miller forthright and honest Definitely"
X Link 2026-02-02T15:54Z 10.9K followers, [----] engagements
"he's not wrong. Shitcos going up 50% on CRL announcement and you are still running LoW nEt instead of max levered long ngmi Shitcos going up 50% on CRL announcement and you are still running LoW nEt instead of max levered long ngmi"
X Link 2026-02-02T21:06Z 10.8K followers, [----] engagements
"$NVO $LLY The pull of pills for the masses Oral Wegovys exceptional early launch could be putting paid to the erstwhile canon that injectables will remain dominant. Payor dynamics and direct to consumer discounting likely also playing a role but this is something to keep an eye on. ( $GPCR ) Also what would this mean for a third to market injectable like $RHHBY / Carmot Or an 11th to market subQ like [----] Over at Evercore ISI Umer Raffats analyst team was even buzzier about the Wegovy pills performance in its first two weeks on the market with Raffat describing the med's early launch"
X Link 2026-02-03T00:49Z 10.9K followers, [----] engagements
"How about $HIMS New reporting out: @US_FDAs crackdown on direct-to-consumer drug ads is having a big impact. And were just getting started. https://t.co/KP9hAdoktW New reporting out: @US_FDAs crackdown on direct-to-consumer drug ads is having a big impact. And were just getting started. https://t.co/KP9hAdoktW"
X Link 2026-02-03T00:51Z 10.8K followers, [----] engagements
"$xbi gotta catch em all Cowen's 1Q26 catalyst watchlist with expected moves $XBI $BBC https://t.co/Bdft3LFfEk Cowen's 1Q26 catalyst watchlist with expected moves $XBI $BBC https://t.co/Bdft3LFfEk"
X Link 2026-02-03T18:09Z 10.8K followers, [----] engagements
"everyone retreating to the safety of $xbi investing i see. #safehaven"
X Link 2026-02-03T21:13Z 10.9K followers, [----] engagements
"$CRDF $PYXS New leadership for both new leadership was needed for both"
X Link 2026-02-03T22:28Z 10.9K followers, [----] engagements
"bring on the Clintons Trump says time to turn the page on Epstein scandal Trump says time to turn the page on Epstein scandal"
X Link 2026-02-03T23:05Z 10.8K followers, [----] engagements
"it was the worst of times $nvo it was the best of times $lly"
X Link 2026-02-04T11:58Z 10.9K followers, [----] engagements
"take them down all of them a purge is the way x"
X Link 2026-02-05T01:40Z 10.8K followers, [----] engagements
"$XBI Days like this could be a rude awakening to those recently in biopharma. Veterans know that these days too are part of the equation often a large part. Theres nothing to do but accept it as a thing to be expected or to move on to other pastures. But remember the M&A call option is ever present and $xbi prices in the eyes of Pharma at least are looking better https://twitter.com/i/web/status/2019546100189843874 https://twitter.com/i/web/status/2019546100189843874"
X Link 2026-02-05T22:58Z 10.8K followers, [----] engagements
"Ive followed the beast for a long time since well before I was active on Twitter. Agree with him here. Im long $VIR $VIR (I'm long) has catalysts ahead. February: Updated data at ASCO GU for PSMAxCD3 T-cell engager in prostate cancer. H2'26: Updated data for a second HER2XCD3 TCE Q4'26: Data from ECLIPSE [--] a phase [--] trial in Hepatitis delta Q1'27: Data from ECLIPSE [--] and [--]. $VIR (I'm long) has catalysts ahead. February: Updated data at ASCO GU for PSMAxCD3 T-cell engager in prostate cancer. H2'26: Updated data for a second HER2XCD3 TCE Q4'26: Data from ECLIPSE [--] a phase [--] trial in Hepatitis"
X Link 2026-02-06T13:12Z 10.9K followers, [----] engagements
"glad for gline"
X Link 2026-02-06T13:17Z 10.8K followers, [----] engagements
"$xbi think its a great time to have some capital to deploy 🤔 💴"
X Link 2026-02-06T13:22Z 10.8K followers, [----] engagements
"he made that utterly vile post to distract from other utter utter vileness condemn it all but dont be distracted"
X Link 2026-02-06T19:49Z 10.9K followers, [----] engagements
"@Biohazard3737 No. Next question"
X Link 2026-02-06T21:12Z 10.8K followers, [----] engagements
"$HIMS $LLY $NVO gtfo Hims Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions"
X Link 2026-02-06T21:27Z 10.9K followers, 12.3K engagements
"the Washington Post dies in Bezos I am part of the mass layoffs at the Washington Post. I am sad and angry. We all want to keep doing the work. But for now I want to document a reality of being in journalism today. https://t.co/Xzrq6HhiP7 I am part of the mass layoffs at the Washington Post. I am sad and angry. We all want to keep doing the work. But for now I want to document a reality of being in journalism today. https://t.co/Xzrq6HhiP7"
X Link 2026-02-06T21:37Z 10.8K followers, [----] engagements
"$HIMS is a parasitic leach on the back of biopharma innovation that clothes itself in grandiloquent words of power to the people while its C-Suite exploits those same masses to unjustly enrich themselves. this should not be $HIMS $LLY $NVO gtfo Hims $HIMS $LLY $NVO gtfo Hims"
X Link 2026-02-06T21:46Z 10.9K followers, [----] engagements
"$HIMS i think that stakeholders across the industry = office of general counsel & possibly DoJ Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain"
X Link 2026-02-07T22:17Z 10.9K followers, [----] engagements
"a purely anecdotal story shared for no reason at all: a few years ago i hired someone for an executive level position. it was a hire based on need and motivated in part by desperation. after he started it became quite clear that he was not the right fit for my company his mentality attitude work ethic and perhaps most of all his integrity were questionable. i decided to try to make the best of it for a while thinking in part what would the board think with such a quick transition/turnover if i make a termination decision so quickly making the best of it stretched from months to years as i"
X Link 2026-02-08T16:19Z 10.9K followers, [----] engagements
"today i am puerto rican"
X Link 2026-02-09T01:43Z 10.9K followers, [----] engagements
"@adamfeuerstein pls dm me adam"
X Link 2026-02-09T02:04Z 10.9K followers, [----] engagements
"$HIMS Commercial just aired and a question is Dudum one of those disparaged wealthy people and if so did he become one by selling $HIMS stock to retail"
X Link 2026-02-09T03:21Z 10.8K followers, [----] engagements
"$LLY acquires (private) Orna Tx For approx $2.4B inclusive of CVR-likes. Another LNP/RNA in-vivo CAR-T player taken off the board: $xbi $BMY x private Orbital $1.5B cash. The second recent private deal in vivo CAR T player in autoimmune disease after: $ABBV x Capstan earlier this year. @NatRevDrugDisc for more on the space see $SANA (though lentiviral) $xbi https://t.co/WSlOK1xl1P $BMY x private Orbital $1.5B cash. The second recent private deal in vivo CAR T player in autoimmune disease after: $ABBV x Capstan earlier this year. @NatRevDrugDisc for more on the space see $SANA (though"
X Link 2026-02-09T12:08Z 10.9K followers, [----] engagements
"$NKTR Lots to discuss: 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively. Meaningful improvement in responses observed across key efficacy endpoints at week [--] with both monthly and quarterly dosing including an up to 5-fold increase in EASI-100 response rates. Favorable safety profile consistent with previously reported results for rezpegaldesleukin. Durability of maintained response rates supports advancement to pivotal Phase [--] program evaluating both monthly and quarterly maintenance"
X Link 2026-02-10T12:13Z 10.9K followers, [----] engagements
"$NKTR its a new dog and itll hunt: $NKTR Lots to discuss: 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively. Meaningful improvement in responses observed across key efficacy endpoints at week [--] with https://t.co/Qh14z7MK66 $NKTR Lots to discuss: 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively. Meaningful improvement in responses observed across key efficacy endpoints at week 52"
X Link 2026-02-10T12:30Z 10.9K followers, 11.2K engagements
"im glad for Twitter in a way that i hadnt anticipated a steady pressure of investigation mainstream media may forget but Twitter isnt going away a steady stream building to titanic momentum out with it its a matter of a nations decency and reason for being"
X Link 2026-02-10T22:23Z 10.9K followers, [----] engagements
"$ABVX oh brother. not this again"
X Link 2026-02-11T20:26Z 10.9K followers, [----] engagements
"$XBI $XOMA the undertaker: $HLVX $LVTX"
X Link 2025-08-04T11:35Z 10.9K followers, [----] engagements
"$ALXO Combination of evorpacept plus rituximab and lenalidomide (R2) generated complete responses (CR) in 92% of patients with untreated indolent non-Hodgkin lymphoma (iNHL) comparing favorably to an approximate 50% historical CR rate for R2 alone"
X Link 2025-12-08T12:09Z 10.9K followers, [----] engagements
"$XBI $VERV $PSTX $MGTX $SGMO $ADVM Dealmaking focuses on bright spots in the cell and gene therapy landscape @nature biopharma dealmakers with a very interesting piece about positives in the otherwise difficult cell and gene therapy space: Dealmakers interest in some niches in the field has intensified and merger and acquisition (M&A) deal value in [----] is now already the highest since [----] with key trends of the past [--] months including: - in vivo CAR-T - LNP delivery platforms - expanding selective AAV targets $XBI $GILD Pregene $JNJ Kelonia $BMY Orbital $ABBV Capstan An interesting piece"
X Link 2025-12-14T15:20Z 10.9K followers, [----] engagements
"$OCUL La Lettre rumor re: $SNY interest: "The French pharma group and CEO Paul Hudson are readying a sweetened bid for Ocular Therapeutix. An earlier offer of $16 a share was turned down by the US biotech's board.""
X Link 2026-01-15T12:28Z 10.9K followers, [----] engagements
"$GPCR Per @axios Structure $GPCR could be pharmas next buyout candidate: https://www.axios.com/pro/biotech-deals/2026/01/30/structure-therapeutics-pharmas-next-buyout-glp1 https://www.axios.com/pro/biotech-deals/2026/01/30/structure-therapeutics-pharmas-next-buyout-glp1"
X Link 2026-01-31T18:01Z 10.9K followers, [----] engagements
"have a really good feeling about $VTYX. im thinking $LLY just might have interest Day of week all [--] comm'l-stage oncology (26) & non M&A exits were announced (bios w/1st appr since 1/1/13 so no $CELG $SGEN etc) Monday was the most popular day (62% in oncology) followed by Wed Our guess on next M&A candidates $SNDX $ARWR $CYTK $VKTX $XERS $TERN $VTYX $XBI https://t.co/uvY8kuTvM2 Day of week all [--] comm'l-stage oncology (26) & non M&A exits were announced (bios w/1st appr since 1/1/13 so no $CELG $SGEN etc) Monday was the most popular day (62% in oncology) followed by Wed Our guess on next M&A"
X Link 2026-02-03T10:46Z 10.9K followers, [----] engagements
"$STRO per usual the price discovery on these secondary offering prices is top notch. but beyond that $110mm on offer which would nearly double the market cap of this microcap which is still currently at negative EV and some heavy hitters underwriting the secondary indicating that this could be so core and not at all sheepish $XBI I dont participate in the biotech pick em but if I did my pick this year would have been: $STRO $XBI I dont participate in the biotech pick em but if I did my pick this year would have been: $STRO"
X Link 2026-02-10T12:51Z 10.9K followers, [----] engagements
"$BBIO $XBI Infigratinib with home run data: BridgeBio Reports Positive Phase [--] Topline Results for Oral Infigratinib with the First Statistically Significant Improvements in Body Proportionality in Achondroplasia - NDA and MAA submissions planned in second half of [----] for achondroplasia; oral infigratinib is the only therapeutic option in development for achondroplasia to have Breakthrough Therapy Designation from the FDA - Given the strength of these data BridgeBio plans to accelerate the development of oral infigratinib in hypochondroplasia and is enrolling the observational run-in for the"
X Link 2026-02-12T12:37Z 10.9K followers, [----] engagements
"$bbio love the non-PR shock drop too"
X Link 2026-02-12T12:44Z 10.9K followers, [----] engagements
"$BBIO should be up much more will be up much more $BBIO and this in particular is big: https://t.co/UIeels26IB $BBIO and this in particular is big: https://t.co/UIeels26IB"
X Link 2026-02-12T12:49Z 10.9K followers, [----] engagements
"$xbi @wsj the pressure to make a move rises back to business means back to rules & predictability $qure reversal $mrna refusal $iron bait/switch on a commisoners PRV these are each anathema to the business of making important decisions about future plans. We need adults. The WSJ Editorial Board weighs in: Its hard to recall a regulator who has done as much damage to medical innovation in as little time as Vinay Prasad. In his latest drive-by shooting the leader of the Food and Drug Administrations vaccine division rejected Moderna s mRNA flu The WSJ Editorial Board weighs in: Its hard to"
X Link 2026-02-14T01:12Z 10.9K followers, [----] engagements
"$XBI Its official $LLY x $VTYX $14/share $1.2B (and price action confirms my suspicion that no one knew nuthin about the final price)"
X Link 2026-01-07T21:31Z 10.9K followers, [----] engagements
"$bcab trust me bro"
X Link 2025-11-18T02:19Z 10.9K followers, [----] engagements
"ive got a good feeling about $VERV and $RNA. im thinking $LLY and $NVS. Top [--] Hidden-Gem Biotech M&A Candidates: $RNA $KYMR $ACLX $VERV $RLYB $RGNX $DSGN $PMVP $PRAX $WGS https://t.co/Lkf54a6seh Top [--] Hidden-Gem Biotech M&A Candidates: $RNA $KYMR $ACLX $VERV $RLYB $RGNX $DSGN $PMVP $PRAX $WGS https://t.co/Lkf54a6seh"
X Link 2025-12-09T20:04Z 10.9K followers, [----] engagements
"$XBI Another bold (and maybe stupid) prediction: $ORIC is taken out by $JNJ in [----]. - $XBI Go bold or go home. I'm predicting that $MLYS is taken out by $PFE for around $6B likely to be announced pre-JPM26. And if not $PFE $NVO may be the $MLYS suitor. I wouldn't be surprised if $PFE and $NVO are wrangling/angling now a la $MTSR. $XBI Go bold or go home. I'm predicting that $MLYS is taken out by $PFE for around $6B likely to be announced pre-JPM26. And if not $PFE $NVO may be the $MLYS suitor. I wouldn't be surprised if $PFE and $NVO are wrangling/angling now a la $MTSR"
X Link 2026-01-04T16:22Z 10.9K followers, [----] engagements
"$XBI $JNJ on JPM Monday Just a reminder: JPM Mon [----] (1/8/24) $JNJ x $AMAM JPM Mon [----] (1/13/25) $JNJ x $ITCI JPM Mon [----] (1/12/26) $JNJ kicks things off with a Monday morning JPM presentation and recall $JNJ insistence in $AMAM negotiations deal must close in time for JPM Monday presser $JNJ to Acquire $ITCI Its official. $132 per share; $14.6 billion $xbi https://t.co/yBazPQdUP0 $JNJ to Acquire $ITCI Its official. $132 per share; $14.6 billion $xbi https://t.co/yBazPQdUP0"
X Link 2026-01-10T15:16Z 10.9K followers, 12.7K engagements
"$XBI the M&A Playbook List of my predictions for [----] biopharma acquisitions in no particular order: $GPCR x $MRK $ABVX x $LLY $CTMX x $MRK $CYTK x $NVS $MLYS x $PFE or $NVO $RYTM x $NVO $TERN x $BMY $NKTR x $AMGN $ORIC x $JNJ $SNDX x $INCY $RCUS x $GILD $RVMD x $JNJ $VERA x $SNY https://twitter.com/i/web/status/2017708876510982549 https://twitter.com/i/web/status/2017708876510982549"
X Link 2026-01-31T21:17Z 10.9K followers, 18.8K engagements
"$ARWR ception $ARWR $ARWR"
X Link 2026-02-07T22:02Z 10.9K followers, [----] engagements
"$MRNA 👀 $CDTX"
X Link 2026-02-11T00:27Z 10.9K followers, [----] engagements
"$BBIO could be the next $VRTX"
X Link 2026-01-27T21:30Z 10.9K followers, [----] engagements
"$XBI Another [----] M&A prediction for 2026: $VIR x $GILD (or $SNY); takeout price of $4B. $XBI the M&A Playbook List of my predictions for [----] biopharma acquisitions in no particular order: $GPCR x $MRK $ABVX x $LLY $CTMX x $MRK $CYTK x $NVS $MLYS x $PFE or $NVO $RYTM x $NVO $TERN x $BMY $NKTR x $AMGN $ORIC x $JNJ $SNDX x $INCY $RCUS x $GILD $RVMD x $JNJ $XBI the M&A Playbook List of my predictions for [----] biopharma acquisitions in no particular order: $GPCR x $MRK $ABVX x $LLY $CTMX x $MRK $CYTK x $NVS $MLYS x $PFE or $NVO $RYTM x $NVO $TERN x $BMY $NKTR x $AMGN $ORIC x $JNJ $SNDX x $INCY"
X Link 2026-02-02T14:58Z 10.9K followers, [----] engagements
"$BBIO $xbi The recently revived FDA Rare Pediatric Disease Priority Review Voucher Program could prove to be a boon for Bridge Bio: - BBP-418 (LGMD2I/R9) has Rare Pediatric Disease Designation and if approved BridgeBio may qualify for a PRV. - infigratinib (achondroplasia) has also received Rare Pediatric Disease Designation and if approved BridgeBio may qualify for a PRV. If $BBIO doesnt use any potential PRVs to speed development of its own pipeline they would be a good source of non-dilutive capital in a time when supply/demand dynamics are increasing the purchase price of such"
X Link 2026-02-07T00:17Z 10.9K followers, [----] engagements
"$BBIO in a nutshell: $PFE pulled Euro patent upon revocation so that it could not set legal precedent by moving to a court ruling; Bourla sandbagging in earnings CC the day before to set expectations of generics for Vynda in [----]. But think that $PFE has every intention to very zealously defend patents in U.S. to the utmost and wont allow EU court precedent to do anything to muddy the U.S. waters. Would rather concede the less lucrative EU market and gird loins for the U.S. patent defense to follow. https://twitter.com/i/web/status/2019952825036390872"
X Link 2026-02-07T01:54Z 10.9K followers, [----] engagements
"$MDGL goes to China again: $60mm from $MDGL upfront and up to $4.4b in biobucks for: Exclusive global license agreement with Suzhou Ribo Life Science Co. Ltd. (Ribo) and its subsidiary Ribocure Pharmaceuticals AB (Ribocure) for six preclinical small interfering RNA (siRNA) programs. siRNAs offer a precision approach to gene silencing in MASH by selectively reducing the production of disease-driving proteins. $MDGL Madrigal goes to China for its pipeline expansion in-licensing an oral GLP-1 an orfoglipron derivative for $120mm upfront up to $2 billion in biobucks. With goal for once daily oral"
X Link 2026-02-11T11:14Z 10.9K followers, [----] engagements
"$BBIO and this in particular is big: $BBIO $XBI Infigratinib with home run data: BridgeBio Reports Positive Phase [--] Topline Results for Oral Infigratinib with the First Statistically Significant Improvements in Body Proportionality in Achondroplasia - NDA and MAA submissions planned in second half of [----] for https://t.co/hpo7DVu9ih $BBIO $XBI Infigratinib with home run data: BridgeBio Reports Positive Phase [--] Topline Results for Oral Infigratinib with the First Statistically Significant Improvements in Body Proportionality in Achondroplasia - NDA and MAA submissions planned in second half of"
X Link 2026-02-12T12:41Z 10.9K followers, 10.2K engagements
"the dirty little secret of utilizing ChatGPT/Gemini/Claude is that: there is no secret. It is work working with AI just amplified work. you only get something worthwhile if you put in something worthwhile"
X Link 2026-02-13T22:02Z 10.9K followers, [----] engagements
"$BBIO at the risk of waxing grandiloquent myself: Im proud to be a part-owner of $BBIO a david whos had to overcome multiple Goliaths. The entrenched institutional darlings in ATTR-CM $ALNY who for a while could do no wrong. (and $PFE menacing) And now those same counterparts in Achondroplasia $ASND $BMRN. acoramidis survived its odyssey and thrives infigratinib will as well: https://twitter.com/i/web/status/2023088061261709411 https://twitter.com/i/web/status/2023088061261709411"
X Link 2026-02-15T17:32Z 10.9K followers, [----] engagements
"$LLY $NVO $MTSR / $PFE Think that the consensus that were still in the early innings of obesity therapeutics is correct and as the game progresses whats going to become even more important is: Compliance/tolerability/convenience For all the myriad benefits of GLP1s (and weight loss generally) as studies like that recently published in the Lancet show such health benefits only last as long as the weight doesnt. And this is a big issue for GLP1s with the one-year persistence of Wegovy & Zepbound treatment still only in the low 60% range. And two-year persistence on Wegovy is less than 25%."
X Link 2025-12-28T17:29Z 10.9K followers, [----] engagements
"this is fucking insane and it must be stopped WE must stop it this is Not who we are"
X Link 2026-01-25T03:16Z 10.9K followers, [----] engagements
"$xbi two orthogonal $O s different of TA and indications but with intriguing similarities of approach each with my attention in bioland"
X Link 2026-02-08T17:45Z 10.9K followers, [----] engagements
"$NKTR whats to discuss"
X Link 2026-02-09T22:00Z 10.9K followers, 22.9K engagements
"$NKTR Nektar prices secondary offering and some thoughts: - quite quick with the pricing just more than one day since announcing the secondary which speaks to strong demand. - upsized at $460mm inclusive of fully allotted greenshoe as opposed to the previously PRed $450mm. - strong pricing at $58/share and with prefunded warrants suggesting that some institutional buyers want to take existing stakes above 5% of total outstanding. Overall positive news and should portend continued $NKTR strength. $xbi $NKTR Cash it up with a well-priced secondary offering $450mm inclusive of greenshoe if fully"
X Link 2026-02-12T04:02Z 10.9K followers, 16.7K engagements
"$SNY Hudson out as CEO at Sanofi. Current CEO of German Merck to head in. French drugmaker Sanofi abruptly ousted its CEO Paul Hudson on Thursday underscoring rising pressure from U.S. vaccine headwinds and a stalled turnaround since he took the reins in [----] to replace blockbuster drugs. https://t.co/hvSsGqYl65 https://t.co/hvSsGqYl65 French drugmaker Sanofi abruptly ousted its CEO Paul Hudson on Thursday underscoring rising pressure from U.S. vaccine headwinds and a stalled turnaround since he took the reins in [----] to replace blockbuster drugs. https://t.co/hvSsGqYl65"
X Link 2026-02-12T11:48Z 10.9K followers, [----] engagements
"$BBIO $ASND"
X Link 2026-02-12T13:03Z 10.9K followers, [----] engagements
"$NKTR Closing of Public Offering Including Full Exercise of Underwriters' Option to Purchase Additional Shares. The full $460mm and from pricing of the secondary on Wednesday night to closing of the secondary by Friday at the close These shares were in heavy demand and $NKTR share price strength shows it $NKTR Nektar prices secondary offering and some thoughts: - quite quick with the pricing just more than one day since announcing the secondary which speaks to strong demand. - upsized at $460mm inclusive of fully allotted greenshoe as opposed to the previously PRed https://t.co/DVjNUvya5c"
X Link 2026-02-13T21:34Z 10.9K followers, 11.2K engagements
"a legal technicality because a warrant even a prefunded warrant must have some non-zero exercise price to be a warrant. So here the exercise price for $NKTR prefunded warrant to convert into a share is: $0.0001. And the warrant purchase price is $57.9999 The sum of the two must equal $58 the offerings share price. https://twitter.com/i/web/status/2022429422377140531 https://twitter.com/i/web/status/2022429422377140531"
X Link 2026-02-13T21:55Z 10.9K followers, [----] engagements
"$OCUL will be positive and positively received is my guess which is backed by shares $OCUL - say what you will about the readout pencils down now LNY is next week: I'm a year of the snake and it's going to be a fun week +/- https://t.co/x5jSOgm1Fq $OCUL - say what you will about the readout pencils down now LNY is next week: I'm a year of the snake and it's going to be a fun week +/- https://t.co/x5jSOgm1Fq"
X Link 2026-02-13T22:47Z 10.9K followers, [----] engagements
"$OCUL lets do this ish $OCUL will be positive and positively received is my guess which is backed by shares $OCUL will be positive and positively received is my guess which is backed by shares"
X Link 2026-02-13T22:49Z 10.9K followers, [----] engagements
"whos got better beef $ASND v $BBIO or $EYPT v $OCUL"
X Link 2026-02-13T22:50Z 10.9K followers, [----] engagements
"$XBI From The Science of Psychedelic Medicine @naturemedicine $cmps"
X Link 2026-02-15T15:35Z 10.9K followers, [----] engagements
"$XBI it would really be an incredible shame if Prasad's rejection of $IRON after Makary's providing same with his "Commissioner's Voucher" for priority review was the source of division and rancor between the two leading Makary to question his own decision to aggressively advocate for Prasad's return. would just be incredibly sad to see such a division between two totally effective leaders. The FDA has rejected a rare disease therapy from Disc Medicine an early recipient of a commissioner's voucher from the agency. https://t.co/zxEcFgIqO4 The FDA has rejected a rare disease therapy from Disc"
X Link 2026-02-15T19:05Z 10.9K followers, [----] engagements
"generally spread your FUD on your own timeline"
X Link 2026-02-15T21:13Z 10.9K followers, [---] engagements
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