Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4496252499.png) @PersimmonTI Persimmon Tree Investments

Persimmon Tree Investments posts on X about $xbi, $lly, $vrna, $mdgl 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::4496252499/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4496252499/c:line/m:interactions.svg)

- X Week XXXXXX +21%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +128%
- X Year XXXXXXXXX +163%

### Mentions: XX [#](/creator/twitter::4496252499/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4496252499/c:line/m:posts_active.svg)

- X Week XX +7.10%
- X Month XXX -XX%
- X Months XXX +127%
- X Year XXXXX +330%

### Followers: XXXXX [#](/creator/twitter::4496252499/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4496252499/c:line/m:followers.svg)

- X Week XXXXX +0.71%
- X Month XXXXX +1.70%
- X Months XXXXX +8.20%
- X Year XXXXX +16%

### CreatorRank: XXXXXXX [#](/creator/twitter::4496252499/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4496252499/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::4496252499/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$xbi](/topic/$xbi) #6, [$lly](/topic/$lly) 4.38%, [$vrna](/topic/$vrna) 3.65%, [$mdgl](/topic/$mdgl) 3.65%, [$srpt](/topic/$srpt) 3.65%, [$bbio](/topic/$bbio) 2.92%, [$pfe](/topic/$pfe) 2.92%, [$rare](/topic/$rare) 2.19%, [money](/topic/money) 2.19%, [$nktr](/topic/$nktr) XXXX%

**Top accounts mentioned or mentioned by**
[@amaymd](/creator/undefined) [@adrian_h](/creator/undefined) [@saltynostrils](/creator/undefined) [@nature](/creator/undefined) [@timopler](/creator/undefined) [@biotechch](/creator/undefined) [@naturebiotech](/creator/undefined) [@geneinvesting](/creator/undefined) [@jacobplieth](/creator/undefined) [@bioyolo420](/creator/undefined) [@fiercebiotech](/creator/undefined) [@biopharmiq](/creator/undefined) [@joserestonva](/creator/undefined) [@rj248842](/creator/undefined) [@wallstsai](/creator/undefined) [@ltbioinvestor](/creator/undefined) [@biostocks](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@iambiotechs](/creator/undefined) [@naturemedicine](/creator/undefined)

**Top assets mentioned**
[Bitcoin Incognito (XBI)](/topic/$xbi) [Eli Lilly and Company (LLY)](/topic/$lly) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Pfizer, Inc. (PFE)](/topic/$pfe) [SuperRare (RARE)](/topic/$rare) [Immunogen Inc (IMGN)](/topic/$imgn) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [AbbVie Inc (ABBV)](/topic/$abbv) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Akropolis (AKRO)](/topic/$akro) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Novo-Nordisk (NVO)](/topic/$nvo) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Prometheus Biosciences, Inc. Common Stock (RXDX)](/topic/$rxdx) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Insmed, Inc. (INSM)](/topic/$insm) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [AstraZeneca PLC (AZN)](/topic/$azn) [Bitcoin (BTC)](/topic/bitcoin) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Novartis AG (NVS)](/topic/$nvs) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Goldman Sachs (GS)](/topic/goldman-sachs) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova)
### Top Social Posts [#](/creator/twitter::4496252499/posts)
---
Top posts by engagements in the last XX hours

"$NKTR and $LLY Just a very quick take on legal dispute Think that motion for summary judgment will be denied by judge. To me the case seems a fairly strong one for $NKTR but by no means a matter which will reach the very high bar of MSJ in $NKTR favor too fact specific. As for settlement with $LLY it takes two to tango and Lilly has more money than anyone. Usually the Goliath is willing to push their stack around. $LLY counterclaim is pretty standard but consistent with a defendant that isnt going to go down easily JMTC"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945829934590546163) 2025-07-17 12:56:22 UTC 9566 followers, 6711 engagements


"$XBI Former CEO of La Jolla Pharmaceuticals (used to be $LJPC) to head CDER. Seems Tidmarsh has views that are critical of the current status quo especially in academia but overall likely viewed as reassuring by healthcare companies and investors. Per Bloomberg"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947250850528649370) 2025-07-21 11:02:35 UTC 9566 followers, 3012 engagements


"$MREO $RARE IA2 wasnt a long shot by any means. But it was far from a shoo-in:"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944025839420813601) 2025-07-12 13:27:33 UTC 9566 followers, 3893 engagements


"$VRNA $XBI Take note $SWTX how grownups conduct M&A:"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944430935182553402) 2025-07-13 16:17:15 UTC 9566 followers, 2642 engagements


"$ABVX Per CFO company wants to raise enough money to get to a read out in Q2 2026 (top line in maintenance study) with some buffer. CFO said around $200mm offering currently indicated for total of around $400mm. Strong institutional demand likely and mgmt showing financial discipline raise enough for now and see what happens"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1948349800190980391) 2025-07-24 11:49:25 UTC 9567 followers, 2940 engagements


"$NKTR Seems like a bunch of betting (shares and calls) on anticipated ruling on motion for summary judgment Lack of significant volume in the share price move. Think the odds of a ruling in favor of $NKTR are complete ballpark less than 10%. And the fact that judge dismissed need for orals speaks more toward a $NKTR denial not a ruling in favor. Would be the judge essentially saying this is a complete slam dunk which it isnt imho. Long $NKTR"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945998489818992831) 2025-07-18 00:06:09 UTC 9566 followers, 5700 engagements


"$LLY $xbi Anyone catch $LLY subtle flex at Goldman They noted that they were cautious about late stage/commercial $XBI M&A because it might lead to net deceleration of their sales growth rate 😂"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944506807256301603) 2025-07-13 21:18:44 UTC 9566 followers, 2173 engagements


"$XBI Barrons article actually somewhat nuanced & interesting. Points to valuation gap betw/ $XBI c suite & would-be big pharma acquirers and how that gap may be closing $XBI conceding that share prices will not recover CVRs in the JPM trio: $AMYT $CINC $ALBO accord"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1614668694486933504) 2023-01-15 16:59:50 UTC 9563 followers, 2534 engagements


"$XBI Orphaned No More $RARE / $MREO $SRRK $BBIO $ALNY $RCKT $BMRN Below the final language of the Orphan exclusivity expansion language that passed as part of the final megabill. Note that in addition to Medicare price negotiation exemption being extended to Tx that treat multiple rare disease indications rare disease Tx would have a delayed start to the price negotiation countdown if the reason it lost exemption was that a non-rare-disease indication had been added to its label. Playing this out with a specific hypothetical $RARE / $MREO Setrusumab we can see how these provisions could have"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941684242066358445) 2025-07-06 02:22:52 UTC 9566 followers, 12.1K engagements


"$ABVX Happy to be owning some if I do not own it all"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947766590918864926) 2025-07-22 21:11:57 UTC 9566 followers, 2725 engagements


"$XBI $MDGL $AKRO $SGMT $VKTX $NVO $LLY @NatureMedicine on the Trials that could transform treatment for serious liver disease: $MDGL opened the door for Tx in MASH but the future of therapeutics in the indication may require better and broader efficacy that directly impact fibrosis. $AKRO seems to be the next big hope in MASH and combos with $NVO $LLY GLP-1s could drive broader and earlier efficacy still"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941148027319660576) 2025-07-04 14:52:09 UTC 9566 followers, 6117 engagements


"$MDGL Madrigal longs (Im one of them): please get a grip touch some grass unlikely that someone takes them out but not entirely impossible dont bank your identity on it"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941900896339661290) 2025-07-06 16:43:47 UTC 9563 followers, 5783 engagements


"$XBI $INSM $VRNA $BBIO $MDGL except no more $VRNA"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944119020044664901) 2025-07-12 19:37:49 UTC 9566 followers, 2484 engagements


"there just doesnt seem like any way that this actually happens but quite a statement"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945807380907728931) 2025-07-17 11:26:45 UTC 9565 followers, 1814 engagements


"$PFE Who knows maybe Pfizer got themselves a steal of a deal with 3SBio"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1929497274914128057) 2025-06-02 11:16:13 UTC 9565 followers, 2611 engagements


"$XBI Select amylins in clinic courtesy @Nature Metabolism. Note that $MTSR not included and its and $GPCR are currently unattached to big pharma"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944875375584272744) 2025-07-14 21:43:18 UTC 9566 followers, 4126 engagements


"$XBI xbi mood right now I think probably isnt the goat but will always be the goat"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944549971648278742) 2025-07-14 00:10:15 UTC 9566 followers, 1979 engagements


"Best way to own bitcoin is to forget that you own bitcoin"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944818411982258220) 2025-07-14 17:56:57 UTC 9566 followers, 1969 engagements


"$KROS Just your share dollars at work here for low to moderate risk MDS are they not at all sheepish"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945818698092101724) 2025-07-17 12:11:43 UTC 9566 followers, 1444 engagements


"$xbi Thats the thing about $xbi when crap moves it moves"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1948123053096948221) 2025-07-23 20:48:24 UTC 9567 followers, 1533 engagements


"$NVS $xbi Novartis on capital allocation and M&A yesterday - not prioritizing dividend/buybacks over M&A - no recent M&A is not for lack of trying - $XX billion in firepower $NVS always looking for bolt-on acquisitions and maybe larger bolt-ons () that would bolster its focus TAs"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1946164533711745163) 2025-07-18 11:05:57 UTC 9566 followers, 4606 engagements


"$XBI To put the relative size of $PFE $XXXX billion upfront to 3SBio for PD1 x VEGF in context its more than double the size of the largest upfront for a solid tumor therapy in 2024 Which itself was none other than $MRK to LaNova also for a PD-1 x VEGF. Courtesy @NatRevDrugDisc"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1926992281338343827) 2025-05-26 13:22:16 UTC 9553 followers, 3490 engagements


"i wish the real world would just stop hassling me"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945228065933578738) 2025-07-15 21:04:46 UTC 9566 followers, 1936 engagements


"$CYTK Board offer Blum a deal that he cannot refuse stay on as a board member and some other honorary role Strategic Advisor but relinquish operational control. And install new operational leadership a la $SRRK recently becoming $ALXN West. Its the best thing for the company and would make an immediate positive impact on perceived value of company and its assets. $xbi"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1919017099554328763) 2025-05-04 13:11:44 UTC 9566 followers, 8087 engagements


"there are far too many Adam Mays on Twitter these days"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1943413003145130387) 2025-07-10 20:52:21 UTC 9550 followers, 2275 engagements


"$XBI Most interesting takeaway for me from Biotech Hangoutre: $XBI M&A from @TimOpler: I think I said on @BiotechCH maybe four to six weeks ago I don't remember exactly when that I'm a practicing investment banker and I'm working on more M&A right now than I ever have. And since that time the amount of M&A I'm working on has gone up. It's all commercial. So buyers are shopping commercial now and there's a very simple reason which is you know you need revenue right And you can buy revenue. There's so many commercial stage companies that got their drug approved that didn't get taken out when"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944029191793516959) 2025-07-12 13:40:52 UTC 9566 followers, 15.4K engagements


"$LLY The power of $LLY imagination on continued display courtesy @NatureBiotech:"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945998810255077529) 2025-07-18 00:07:25 UTC 9566 followers, 2136 engagements


"@A_May_MD early days but if ELAHERE was that for $IMGN"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1922011373355045110) 2025-05-12 19:29:55 UTC 9563 followers, 3305 engagements


"$XBI The Looming Patent Cliff @BioPharmaDive with the principal patent expiries of the top XX drugs by 2024 sales:"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944478429929251066) 2025-07-13 19:25:59 UTC 9566 followers, 3580 engagements


"$NKTR really hope that this works out for you bro"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1943382646957945320) 2025-07-10 18:51:43 UTC 9566 followers, 4607 engagements


"will never trust someone whos never wrong to ever be right humility and good will go hand in hand $xbi"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944885162791329900) 2025-07-14 22:22:11 UTC 9566 followers, 3705 engagements


"$LLY is coming for you $ABBV + $IMGN Early but look at post-Elahere patient data: $xbi"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1931868948821364778) 2025-06-09 00:20:24 UTC 9557 followers, 4580 engagements


"$JANX Virtual R&D Day one week away 7/24/25 Company to highlight product candidates from preclinical pipeline its decided to move into clinical testing. And XXX and XXX updates before year end. Should be interesting"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945997094256259190) 2025-07-18 00:00:36 UTC 9566 followers, 1452 engagements


"Seems like a good time to remind folks that $SRPT and $SAVA share a key board member"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1946026114431746155) 2025-07-18 01:55:55 UTC 9566 followers, 4411 engagements


"$MRUS Continues with the stochastic green candles"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947769186257682922) 2025-07-22 21:22:16 UTC 9565 followers, 1341 engagements


"$KROS Im sure that this man knows all about maximizing shareholder value: $BMRN"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1932038903671967886) 2025-06-09 11:35:44 UTC 9566 followers, 4953 engagements


"$NTLA Interesting data in HAE but heres a question: If it gets there why would 2002 in HAE be any different than $QURE $BMRN $PFE gene Tx in hemophilia Yes maybe reduced price and easier administration but on the other hand an indication that is (not to diminish it) less severe than hemophilia and after $KALV arguably even better served"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1934339922527191086) 2025-06-15 19:59:10 UTC 9556 followers, 4770 engagements


"$MTSR continues to trade like something is up 🤔 🧐"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945123014913180067) 2025-07-15 14:07:20 UTC 9566 followers, 2129 engagements


"$SRPT Analyst: Have there been any other patient deaths on any other of your AAV gene therapy programs Doug: I think the first question was are there any other fatalities associated with any of our other gene therapy trials associated with the therapy itself And the answer to that is No. Actually Doug that wasnt the question. And we are beyond the granting $SRPT the benefit of the doubt phase. We are now in the phase where we have to ask the next question: Have there been any other deaths regardless of cause or association with $SRPT Tx for any $SRPT AAV gene therapy patients whether on"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1946956790006202724) 2025-07-20 15:34:06 UTC 9566 followers, 2670 engagements


"$XBI Select Q2 2025 new drug approvals with revenue projection courtesy @nature:"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945999771153437109) 2025-07-18 00:11:15 UTC 9566 followers, 1922 engagements


"just finished being on the receiving end of a X hour deposition dont know that I want to utter another word for a good long time"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947743528475300094) 2025-07-22 19:40:19 UTC 9566 followers, 1991 engagements


"$XBI And if this is what Opler at Stifel is personally seeing with respect to M&A question to me is how much is in Centerviews transaction pipeline $VRNA"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944431217236955388) 2025-07-13 16:18:22 UTC 9566 followers, 4171 engagements


"$ABBV When a bispecific isnt enough And thats a huge upfront"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1943274336598585791) 2025-07-10 11:41:20 UTC 9567 followers, 2406 engagements


"$BBIO $ALNY $BBIO CEO at Goldman Sachs: I mean were basically generic as compared to AMVUTTRA"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941896696021086400) 2025-07-06 16:27:05 UTC 9565 followers, 4493 engagements


"$IOVA Interesting trading into $REPL CRL: $xbi"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947621325755072875) 2025-07-22 11:34:43 UTC 9566 followers, 3501 engagements


"$SRPT And the award for longest PR goes to quite a lot in there:"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945806586301071364) 2025-07-17 11:23:36 UTC 9567 followers, 8142 engagements


"$PFE PD-1 x VEGF $SMMT $TIL $GLYC $CMPX $BNTX Pfizer is officially in the PD-1 x VEGF business in-licensing a Chinese molecule of its own after inking a CT collab with $SMMT Ivonescimab for combo with ADCs. Note that the deal with 3SBio includes the option for $PFE to commercialize in China as well as pretty unusual. Also pretty hefty upfront of $XXX billion with up to $XXX billion in milestones Though the upfront number is in-line with Bourlas guidance of smaller bolt-on acquisitions in oncology $xbi"  
![@PersimmonTI Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4496252499.png) [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1924622365406724131) 2025-05-20 00:25:04 UTC 9553 followers, 7003 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@PersimmonTI Avatar @PersimmonTI Persimmon Tree Investments

Persimmon Tree Investments posts on X about $xbi, $lly, $vrna, $mdgl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +21%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX +128%
  • X Year XXXXXXXXX +163%

Mentions: XX #

Mentions Line Chart

  • X Week XX +7.10%
  • X Month XXX -XX%
  • X Months XXX +127%
  • X Year XXXXX +330%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.71%
  • X Month XXXXX +1.70%
  • X Months XXXXX +8.20%
  • X Year XXXXX +16%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% currencies XXXX% social networks XXXX% technology brands XXXX% countries XXXX%

Social topic influence $xbi #6, $lly 4.38%, $vrna 3.65%, $mdgl 3.65%, $srpt 3.65%, $bbio 2.92%, $pfe 2.92%, $rare 2.19%, money 2.19%, $nktr XXXX%

Top accounts mentioned or mentioned by @amaymd @adrian_h @saltynostrils @nature @timopler @biotechch @naturebiotech @geneinvesting @jacobplieth @bioyolo420 @fiercebiotech @biopharmiq @joserestonva @rj248842 @wallstsai @ltbioinvestor @biostocks @adamfeuerstein @iambiotechs @naturemedicine

Top assets mentioned Bitcoin Incognito (XBI) Eli Lilly and Company (LLY) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Sarepta Therapeutics, Inc. (SRPT) BridgeBio Pharma, Inc. Common Stock (BBIO) Pfizer, Inc. (PFE) SuperRare (RARE) Immunogen Inc (IMGN) BioMarin Pharmaceutical, Inc. (BMRN) Merck & Co., Inc. (MRK) AbbVie Inc (ABBV) Avidity Biosciences, Inc. Common Stock (RNA) Akropolis (AKRO) Alnylam Pharmaceuticals, Inc. (ALNY) Scholar Rock Holding Corporation Common Stock (SRRK) Novo-Nordisk (NVO) Summit Therapeutics Inc. Common Stock (SMMT) Metsera, Inc. Common Stock (MTSR) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Prometheus Biosciences, Inc. Common Stock (RXDX) Dyne Therapeutics, Inc. Common Stock (DYN) Viking Therapeutics, Inc (VKTX) Insmed, Inc. (INSM) Bristol-Myers Squibb Co (BMY) AstraZeneca PLC (AZN) Bitcoin (BTC) Arrowhead Research Corporation (ARWR) Novartis AG (NVS) Cytokinetics Inc. (CYTK) Janux Therapeutics, Inc. Common Stock (JANX) Merus N.V. Common Shares (MRUS) Intellia Therapeutics, Inc (NTLA) Goldman Sachs (GS) Iovance Biotherapeutics, Inc. Common Stock (IOVA)

Top Social Posts #


Top posts by engagements in the last XX hours

"$NKTR and $LLY Just a very quick take on legal dispute Think that motion for summary judgment will be denied by judge. To me the case seems a fairly strong one for $NKTR but by no means a matter which will reach the very high bar of MSJ in $NKTR favor too fact specific. As for settlement with $LLY it takes two to tango and Lilly has more money than anyone. Usually the Goliath is willing to push their stack around. $LLY counterclaim is pretty standard but consistent with a defendant that isnt going to go down easily JMTC"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-17 12:56:22 UTC 9566 followers, 6711 engagements

"$XBI Former CEO of La Jolla Pharmaceuticals (used to be $LJPC) to head CDER. Seems Tidmarsh has views that are critical of the current status quo especially in academia but overall likely viewed as reassuring by healthcare companies and investors. Per Bloomberg"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-21 11:02:35 UTC 9566 followers, 3012 engagements

"$MREO $RARE IA2 wasnt a long shot by any means. But it was far from a shoo-in:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-12 13:27:33 UTC 9566 followers, 3893 engagements

"$VRNA $XBI Take note $SWTX how grownups conduct M&A:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-13 16:17:15 UTC 9566 followers, 2642 engagements

"$ABVX Per CFO company wants to raise enough money to get to a read out in Q2 2026 (top line in maintenance study) with some buffer. CFO said around $200mm offering currently indicated for total of around $400mm. Strong institutional demand likely and mgmt showing financial discipline raise enough for now and see what happens"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-24 11:49:25 UTC 9567 followers, 2940 engagements

"$NKTR Seems like a bunch of betting (shares and calls) on anticipated ruling on motion for summary judgment Lack of significant volume in the share price move. Think the odds of a ruling in favor of $NKTR are complete ballpark less than 10%. And the fact that judge dismissed need for orals speaks more toward a $NKTR denial not a ruling in favor. Would be the judge essentially saying this is a complete slam dunk which it isnt imho. Long $NKTR"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 00:06:09 UTC 9566 followers, 5700 engagements

"$LLY $xbi Anyone catch $LLY subtle flex at Goldman They noted that they were cautious about late stage/commercial $XBI M&A because it might lead to net deceleration of their sales growth rate 😂"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-13 21:18:44 UTC 9566 followers, 2173 engagements

"$XBI Barrons article actually somewhat nuanced & interesting. Points to valuation gap betw/ $XBI c suite & would-be big pharma acquirers and how that gap may be closing $XBI conceding that share prices will not recover CVRs in the JPM trio: $AMYT $CINC $ALBO accord"
@PersimmonTI Avatar @PersimmonTI on X 2023-01-15 16:59:50 UTC 9563 followers, 2534 engagements

"$XBI Orphaned No More $RARE / $MREO $SRRK $BBIO $ALNY $RCKT $BMRN Below the final language of the Orphan exclusivity expansion language that passed as part of the final megabill. Note that in addition to Medicare price negotiation exemption being extended to Tx that treat multiple rare disease indications rare disease Tx would have a delayed start to the price negotiation countdown if the reason it lost exemption was that a non-rare-disease indication had been added to its label. Playing this out with a specific hypothetical $RARE / $MREO Setrusumab we can see how these provisions could have"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-06 02:22:52 UTC 9566 followers, 12.1K engagements

"$ABVX Happy to be owning some if I do not own it all"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-22 21:11:57 UTC 9566 followers, 2725 engagements

"$XBI $MDGL $AKRO $SGMT $VKTX $NVO $LLY @NatureMedicine on the Trials that could transform treatment for serious liver disease: $MDGL opened the door for Tx in MASH but the future of therapeutics in the indication may require better and broader efficacy that directly impact fibrosis. $AKRO seems to be the next big hope in MASH and combos with $NVO $LLY GLP-1s could drive broader and earlier efficacy still"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-04 14:52:09 UTC 9566 followers, 6117 engagements

"$MDGL Madrigal longs (Im one of them): please get a grip touch some grass unlikely that someone takes them out but not entirely impossible dont bank your identity on it"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-06 16:43:47 UTC 9563 followers, 5783 engagements

"$XBI $INSM $VRNA $BBIO $MDGL except no more $VRNA"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-12 19:37:49 UTC 9566 followers, 2484 engagements

"there just doesnt seem like any way that this actually happens but quite a statement"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-17 11:26:45 UTC 9565 followers, 1814 engagements

"$PFE Who knows maybe Pfizer got themselves a steal of a deal with 3SBio"
@PersimmonTI Avatar @PersimmonTI on X 2025-06-02 11:16:13 UTC 9565 followers, 2611 engagements

"$XBI Select amylins in clinic courtesy @Nature Metabolism. Note that $MTSR not included and its and $GPCR are currently unattached to big pharma"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-14 21:43:18 UTC 9566 followers, 4126 engagements

"$XBI xbi mood right now I think probably isnt the goat but will always be the goat"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-14 00:10:15 UTC 9566 followers, 1979 engagements

"Best way to own bitcoin is to forget that you own bitcoin"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-14 17:56:57 UTC 9566 followers, 1969 engagements

"$KROS Just your share dollars at work here for low to moderate risk MDS are they not at all sheepish"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-17 12:11:43 UTC 9566 followers, 1444 engagements

"$xbi Thats the thing about $xbi when crap moves it moves"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-23 20:48:24 UTC 9567 followers, 1533 engagements

"$NVS $xbi Novartis on capital allocation and M&A yesterday - not prioritizing dividend/buybacks over M&A - no recent M&A is not for lack of trying - $XX billion in firepower $NVS always looking for bolt-on acquisitions and maybe larger bolt-ons () that would bolster its focus TAs"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 11:05:57 UTC 9566 followers, 4606 engagements

"$XBI To put the relative size of $PFE $XXXX billion upfront to 3SBio for PD1 x VEGF in context its more than double the size of the largest upfront for a solid tumor therapy in 2024 Which itself was none other than $MRK to LaNova also for a PD-1 x VEGF. Courtesy @NatRevDrugDisc"
@PersimmonTI Avatar @PersimmonTI on X 2025-05-26 13:22:16 UTC 9553 followers, 3490 engagements

"i wish the real world would just stop hassling me"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-15 21:04:46 UTC 9566 followers, 1936 engagements

"$CYTK Board offer Blum a deal that he cannot refuse stay on as a board member and some other honorary role Strategic Advisor but relinquish operational control. And install new operational leadership a la $SRRK recently becoming $ALXN West. Its the best thing for the company and would make an immediate positive impact on perceived value of company and its assets. $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-05-04 13:11:44 UTC 9566 followers, 8087 engagements

"there are far too many Adam Mays on Twitter these days"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-10 20:52:21 UTC 9550 followers, 2275 engagements

"$XBI Most interesting takeaway for me from Biotech Hangoutre: $XBI M&A from @TimOpler: I think I said on @BiotechCH maybe four to six weeks ago I don't remember exactly when that I'm a practicing investment banker and I'm working on more M&A right now than I ever have. And since that time the amount of M&A I'm working on has gone up. It's all commercial. So buyers are shopping commercial now and there's a very simple reason which is you know you need revenue right And you can buy revenue. There's so many commercial stage companies that got their drug approved that didn't get taken out when"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-12 13:40:52 UTC 9566 followers, 15.4K engagements

"$LLY The power of $LLY imagination on continued display courtesy @NatureBiotech:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 00:07:25 UTC 9566 followers, 2136 engagements

"@A_May_MD early days but if ELAHERE was that for $IMGN"
@PersimmonTI Avatar @PersimmonTI on X 2025-05-12 19:29:55 UTC 9563 followers, 3305 engagements

"$XBI The Looming Patent Cliff @BioPharmaDive with the principal patent expiries of the top XX drugs by 2024 sales:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-13 19:25:59 UTC 9566 followers, 3580 engagements

"$NKTR really hope that this works out for you bro"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-10 18:51:43 UTC 9566 followers, 4607 engagements

"will never trust someone whos never wrong to ever be right humility and good will go hand in hand $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-14 22:22:11 UTC 9566 followers, 3705 engagements

"$LLY is coming for you $ABBV + $IMGN Early but look at post-Elahere patient data: $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-06-09 00:20:24 UTC 9557 followers, 4580 engagements

"$JANX Virtual R&D Day one week away 7/24/25 Company to highlight product candidates from preclinical pipeline its decided to move into clinical testing. And XXX and XXX updates before year end. Should be interesting"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 00:00:36 UTC 9566 followers, 1452 engagements

"Seems like a good time to remind folks that $SRPT and $SAVA share a key board member"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 01:55:55 UTC 9566 followers, 4411 engagements

"$MRUS Continues with the stochastic green candles"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-22 21:22:16 UTC 9565 followers, 1341 engagements

"$KROS Im sure that this man knows all about maximizing shareholder value: $BMRN"
@PersimmonTI Avatar @PersimmonTI on X 2025-06-09 11:35:44 UTC 9566 followers, 4953 engagements

"$NTLA Interesting data in HAE but heres a question: If it gets there why would 2002 in HAE be any different than $QURE $BMRN $PFE gene Tx in hemophilia Yes maybe reduced price and easier administration but on the other hand an indication that is (not to diminish it) less severe than hemophilia and after $KALV arguably even better served"
@PersimmonTI Avatar @PersimmonTI on X 2025-06-15 19:59:10 UTC 9556 followers, 4770 engagements

"$MTSR continues to trade like something is up 🤔 🧐"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-15 14:07:20 UTC 9566 followers, 2129 engagements

"$SRPT Analyst: Have there been any other patient deaths on any other of your AAV gene therapy programs Doug: I think the first question was are there any other fatalities associated with any of our other gene therapy trials associated with the therapy itself And the answer to that is No. Actually Doug that wasnt the question. And we are beyond the granting $SRPT the benefit of the doubt phase. We are now in the phase where we have to ask the next question: Have there been any other deaths regardless of cause or association with $SRPT Tx for any $SRPT AAV gene therapy patients whether on"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-20 15:34:06 UTC 9566 followers, 2670 engagements

"$XBI Select Q2 2025 new drug approvals with revenue projection courtesy @nature:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-18 00:11:15 UTC 9566 followers, 1922 engagements

"just finished being on the receiving end of a X hour deposition dont know that I want to utter another word for a good long time"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-22 19:40:19 UTC 9566 followers, 1991 engagements

"$XBI And if this is what Opler at Stifel is personally seeing with respect to M&A question to me is how much is in Centerviews transaction pipeline $VRNA"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-13 16:18:22 UTC 9566 followers, 4171 engagements

"$ABBV When a bispecific isnt enough And thats a huge upfront"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-10 11:41:20 UTC 9567 followers, 2406 engagements

"$BBIO $ALNY $BBIO CEO at Goldman Sachs: I mean were basically generic as compared to AMVUTTRA"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-06 16:27:05 UTC 9565 followers, 4493 engagements

"$IOVA Interesting trading into $REPL CRL: $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-22 11:34:43 UTC 9566 followers, 3501 engagements

"$SRPT And the award for longest PR goes to quite a lot in there:"
@PersimmonTI Avatar @PersimmonTI on X 2025-07-17 11:23:36 UTC 9567 followers, 8142 engagements

"$PFE PD-1 x VEGF $SMMT $TIL $GLYC $CMPX $BNTX Pfizer is officially in the PD-1 x VEGF business in-licensing a Chinese molecule of its own after inking a CT collab with $SMMT Ivonescimab for combo with ADCs. Note that the deal with 3SBio includes the option for $PFE to commercialize in China as well as pretty unusual. Also pretty hefty upfront of $XXX billion with up to $XXX billion in milestones Though the upfront number is in-line with Bourlas guidance of smaller bolt-on acquisitions in oncology $xbi"
@PersimmonTI Avatar @PersimmonTI on X 2025-05-20 00:25:04 UTC 9553 followers, 7003 engagements

creator/x::PersimmonTI
/creator/x::PersimmonTI