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

Persimmon Tree Investments posts on X about $xbi, $kymr, $janx, $bbio the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX +17%
- X Month XXXXXXX +0.23%
- X Months XXXXXXXXX +42%
- X Year XXXXXXXXX +232%

### 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 XXX -XXXX%
- X Month XXX -XXXX%
- X Months XXX +28%
- X Year XXXXX +283%

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

- X Week XXXXXX +0.33%
- X Month XXXXXX +1.70%
- X Months XXXXXX +12%
- X Year XXXXXX +23%

### 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

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

**Social topic influence**
[$xbi](/topic/$xbi) #5, [$kymr](/topic/$kymr) #5, [$janx](/topic/$janx) #5, [$bbio](/topic/$bbio) 5.26%, [$wve](/topic/$wve) #5, [$gpcr](/topic/$gpcr) #11, [$abvx](/topic/$abvx) #5, [$mrus](/topic/$mrus) 3.76%, [$mrk](/topic/$mrk) #37, [$lly](/topic/$lly) #8

**Top accounts mentioned or mentioned by**
[@biopharmadive](/creator/undefined) [@pcmbio](/creator/undefined) [@naturemedicine](/creator/undefined) [@ldtimmerman](/creator/undefined) [@wassimlaroussi3](/creator/undefined) [@deepsouthdoctor](/creator/undefined) [@nature](/creator/undefined) [@semodough](/creator/undefined) [@ericschmidt151](/creator/undefined) [@yaronwerber](/creator/undefined) [@samfazeli8](/creator/undefined) [@tlorriman](/creator/undefined) [@duedoctor](/creator/undefined) [@princetongb](/creator/undefined) [@signulll](/creator/undefined) [@wsj](/creator/undefined) [@biohazard3737](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@dragonballchad](/creator/undefined) [@kingkang80](/creator/undefined)

**Top assets mentioned**
[Bitcoin Incognito (XBI)](/topic/$xbi) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Eli Lilly and Company (LLY)](/topic/$lly) [ROGin AI (ROG)](/topic/$rog) [Vera Therapeutics, Inc. Class A Common Stock (VERA)](/topic/$vera) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Pfizer, Inc. (PFE)](/topic/$pfe) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Novo-Nordisk (NVO)](/topic/$nvo) [Novartis AG (NVS)](/topic/$nvs) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Goldman Sachs (GS)](/topic/goldman-sachs) [AstraZeneca PLC (AZN)](/topic/$azn) [Amgen, Inc. (AMGN)](/topic/$amgn) [Johnson & Johnson (JNJ)](/topic/$jnj) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [uniQure N.V. (QURE)](/topic/$qure) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [ADC Therapeutics SA (ADCT)](/topic/$adct) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Lantheus Holdings, Inc (LNTH)](/topic/$lnth) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Dawn Protocol (DAWN)](/topic/$dawn) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [AbbVie Inc (ABBV)](/topic/$abbv) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Synthetify (SNY)](/topic/$sny) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Vertex Protocol (VRTX)](/topic/$vrtx) [Marblex (MBX)](/topic/$mbx)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ETNB $xbi Interesting to note that mere weeks before press release of acquisition by $ROG / $RHHBY $ETNB was very active on the investor conference circuit Citi Cantor and one-on-ones at HCW. And perhaps a wink and a nod by $ETNB CEO to strategic interest at Cantor when $RHHBY was quite likely all but a done deal: "  
[X Link](https://x.com/PersimmonTI/status/1969495835500011705)  2025-09-20T20:16Z 10.5K followers, 2658 engagements


"$WVE XXX% decrease in total mass. Following a single subcutaneous XXX mg dose WVE-007 (INHBE GalNAc-siRNA) improved body composition at three months compared to baseline with a XXX% reduction in visceral fat (p=0.02) a XXX% reduction in total body fat (3.5 lbs; p=0.07) and a XXX% increase in lean mass (4.0 lbs; p=0.01) with no statistically significant changes in the placebo group. Sustained and robust suppression of serum Activin E supports expectations for continued improvements in body composition further fat loss and preserved muscle with once or twice-yearly dosing Generally safe and"  
[X Link](https://x.com/PersimmonTI/status/1998009560582238401)  2025-12-08T12:39Z 10.5K followers, 13.1K engagements


"$GPCR Taken out by who and wen Just a matter of time now"  
[X Link](https://x.com/PersimmonTI/status/1998076743643693245)  2025-12-08T17:06Z 10.5K followers, 3340 engagements


"$kymr giving $alny vibes the shops going to make this too big to fail"  
[X Link](https://x.com/PersimmonTI/status/1998013063899824225)  2025-12-08T12:53Z 10.5K followers, 3226 engagements


"@DeepSouthDoctor but sellside can remain unreasonable longer than one can remain solvent"  
[X Link](https://x.com/PersimmonTI/status/1998077822267797746)  2025-12-08T17:10Z 10.5K followers, 1000 engagements


"$xbi interesting"  
[X Link](https://x.com/PersimmonTI/status/1996397862222172417)  2025-12-04T01:55Z 10.5K followers, 3730 engagements


"$QURE In the final meeting minutes and consistent with uniQures November X 2025 press release the FDA conveyed that data submitted from the Phase I/II studies of AMT-130 are currently unlikely to provide the primary evidence to support a BLA submission. uniQure is carefully evaluating the feedback and plans to urgently request a follow-up meeting with the FDA to take place in the first quarter of 2026"  
[X Link](https://x.com/PersimmonTI/status/1996553653398712815)  2025-12-04T12:14Z 10.5K followers, 7325 engagements


"$vera $xbi near non-stop buying"  
[X Link](https://x.com/PersimmonTI/status/1996975573487518042)  2025-12-05T16:10Z 10.5K followers, 2888 engagements


"$XBI Makary with no problems webcasting about bovine indications but this meeting This decision like everything else Makary is unprincipled and driven by his own whims. Makarys version of radical transparency:"  
[X Link](https://x.com/PersimmonTI/status/1997665908446179555)  2025-12-07T13:54Z 10.5K followers, 2844 engagements


"$DYN The REC met its primary endpoint demonstrating a statistically significant increase in muscle content-adjusted dystrophin expression to XXXX% of normal relative to baseline at six months (p0.0001). In addition improvement relative to placebo was observed across all six prespecified functional endpoints from the topline readout of the REC. Two of these measures Time to Rise (TTR) Velocity and 10-Meter Walk/Run (10MWR) Velocity both improved relative to placebo at six months with a nominal p0.05 even though the study was not powered to demonstrate statistical significance in any of the"  
[X Link](https://x.com/PersimmonTI/status/1997996488283017620)  2025-12-08T11:47Z 10.5K followers, 1789 engagements


"$GPCR With the quickness and love it cash it up ready to go it alone but Make your best offer otherwise"  
[X Link](https://x.com/PersimmonTI/status/1998140358132109314)  2025-12-08T21:19Z 10.5K followers, 2571 engagements


"i've dun the math and if $kymr is nearing $5B mcap $nktr shud be $X bajillion"  
[X Link](https://x.com/PersimmonTI/status/1998158374392017087)  2025-12-08T22:30Z 10.5K followers, 3940 engagements


"$capr what an unlikely savior $xbi"  
[X Link](https://x.com/PersimmonTI/status/1996216418971336747)  2025-12-03T13:54Z 10.5K followers, 4113 engagements


"$XBI Thoughts b4 a Momentous Monday $KYMR - its always about expectations and what is already factored in. At $4.8B think market will be expecting nothing less than Dupi-like efficacy and with small N there is scant room for error. And mgmt much more reserved pre-readout versus CEO exuberance into healthy volunteer data. Think $KYMR trades down 20-30%. $WVE - at $1.25B and no runup in share price to speak of market pretty clearly not expecting much from INHBE. A complete guess but think that data could surprise. $WVE shares could swing up significantly +30%. $DYN - not a company Ive been"  
[X Link](https://x.com/PersimmonTI/status/1997855113076003096)  2025-12-08T02:25Z 10.5K followers, 5713 engagements


"$ALXO Combination of evorpacept plus rituximab and lenalidomide (R2) generated complete responses (CR) in XX% of patients with untreated indolent non-Hodgkin lymphoma (iNHL) comparing favorably to an approximate XX% historical CR rate for R2 alone"  
[X Link](https://x.com/PersimmonTI/status/1998002058352288182)  2025-12-08T12:09Z 10.5K followers, 1124 engagements


"$XBI M&A Below the top XX biopharma M&A in 2025 ranked by total deal value As of 7/29/25 courtesy @nature biopharma dealmakers Of course doesnt include the recent flurry of activity: 9/18/25 $ETNB x $ROG $2.4B upfront $3.5B total deal value w/ CVRs. 9/22/25 $MTSR x $PFE $4.9B upfront $7.2B total deal value w/ CVRs. 9/29/25 $MRUS x $GMAB $8B. As many had anticipated/hoped looks like deal activity is building toward year end as macro clarity improves: "  
[X Link](https://x.com/PersimmonTI/status/1974822368871682556)  2025-10-05T13:01Z 10.5K followers, 7057 engagements


"$VNDA $xbi A delay due to leadership transition at CDER: The original target completion date was November XX 2025. At the FDA's request and with Vanda's agreement the target completion date has been extended to December X 2025 to accommodate recent personnel and leadership transitions within the Center for Drug Evaluation and Research (CDER)"  
[X Link](https://x.com/PersimmonTI/status/1994380658639081491)  2025-11-28T12:19Z 10.5K followers, 3367 engagements


"$CYTK That's not to say that we don't understand we have fiduciary obligations if somebody were to make an offer that's in the interest of maximizing shareholder value Blum said. We demonstrated that a couple of years ago when we were in those conversations and we will again if the opportunity presents. But in the meantime Plan A is to build a commercial businessand to do that very well. - Blum"  
[X Link](https://x.com/PersimmonTI/status/1994809447386906828)  2025-11-29T16:43Z 10.5K followers, 10.9K engagements


"$XBI This is a great deal. I took advantage of it:"  
[X Link](https://x.com/PersimmonTI/status/1995218887961706698)  2025-11-30T19:50Z 10.5K followers, 7816 engagements


"$XBI For me this past year its been much more about finding smidcap opportunities that avail themselves of a sizable bet rather than go big or go home with a pure smallcap binary catalyst play (though there have been a couple of those as well $NKTR $ABVX $CTMX). To wit: $MRUS pre-Peto HNSCC update/landmark then holding because I trusted Lundberg until the buyout. $KYMR more a trade but holding into healthy human volunteer data. $CYTK rebuilding a solid position into MAPLE (and now holding through PDUFA and possibly stranger things.) $AKRO building a position after data vindication and holding"  
[X Link](https://x.com/PersimmonTI/status/1995230058034950397)  2025-11-30T20:34Z 10.5K followers, 6649 engagements


"$JANX Hard to tell anything meaningful from this strange PR. Let's wait for the slides and discussion"  
[X Link](https://x.com/PersimmonTI/status/1995603623565537495)  2025-12-01T21:19Z 10.5K followers, 9861 engagements


"$JANX think one valid question is -- why PR anything at all before 4:30pm if it's going to be this cryptic"  
[X Link](https://x.com/PersimmonTI/status/1995604763967459423)  2025-12-01T21:23Z 10.5K followers, 5450 engagements


"$CDTX x $MRK $REGN $xbi I believe a reasonable conclusion can be drawn that Regeneron ( $REGN ) was active in the $CDTX M&A process. And I think it likely that $REGN was either Party D E or F though I cannot rule out Party A or C. Note SEC filing which recounts that in the 10/27/25 $CDTX board meeting with advisors Cooley Goldman Sachs and Evercore one $CDTX board member had to be recused because that BM serves on the board of one of the parties active in the process. A review of current $CDTX board members other active board commitments seems to reveal only one board member and board post"  
[X Link](https://x.com/PersimmonTI/status/1997779126107939282)  2025-12-07T21:23Z 10.5K followers, 8478 engagements


"$XBI $GPCR Make it a quadruple witching pre-market data extravaganza tomorrow with Structure $GPCR throwing its hat in the ring for a pre-market disclosure of oral GLP-1 aleniglipron ACCESS Phase 2b data. But its odd where is ACCESS II higher dose Phase X data $GPCR had been guiding for the concurrent release of both datasets before yearend 🤔"  
[X Link](https://x.com/PersimmonTI/status/1997815630456922553)  2025-12-07T23:48Z 10.5K followers, 9699 engagements


"$XBI The role of CVRs in biotech M&A table and great article by @BioPharmaDive"  
[X Link](https://x.com/PersimmonTI/status/1997820986339787079)  2025-12-08T00:10Z 10.5K followers, 2572 engagements


"@PCM_bio what is $gpcr and what do they do"  
[X Link](https://x.com/PersimmonTI/status/1998166076144963731)  2025-12-08T23:01Z 10.5K followers, XXX engagements


"$abvx its absolutely nothing folks"  
[X Link](https://x.com/PersimmonTI/status/1998426230756987170)  2025-12-09T16:15Z 10.5K followers, 15.7K engagements


"Sheesh turning into a tidal $wve"  
[X Link](https://x.com/PersimmonTI/status/1998477397293711432)  2025-12-09T19:38Z 10.5K followers, 2556 engagements


"$ADCT Nice private placement and much needed:"  
[X Link](https://x.com/PersimmonTI/status/1977699671599353978)  2025-10-13T11:35Z 10.5K followers, 2407 engagements


"$XBI Not including what might happen with $PTGX x $JNJ Im going to predict that: $NAMS New Amsterdam will be the next company to be acquired with likely purchaser being $MRK $AZN $LLY or $AMGN. $NAMS obicetrapib has the potential to be a foundational oral Tx for CV health with an LDL-lowering plus approach LP(a) perhaps MACE outcomes benefit and perhaps Alzheimers prevention. PREVAIL doesnt read out for around another year yet but recent chart strength is indicating to me that at least one big pharma doesnt want to wait to find out (and pay a bigger price tag) $NAMS"  
[X Link](https://x.com/PersimmonTI/status/1977743508308894053)  2025-10-13T14:29Z 10.5K followers, 8853 engagements


"$MRUS About those early phase X petosemtamab mCRC data Selected for Plenary Session Oral Presentation at AACR-NCI-EORTC International Conference: Initial interim data from the phase X trial evaluating petosemtamab in combination with standard chemotherapy in 1L and 2L metastatic colorectal cancer (mCRC) and as monotherapy in heavily pretreated (3L+) mCRC will be presented in a plenary session by Dr. Mohd Khushman M.D. Washington University School of Medicine St. Louis MO. I wonder if these early data will be any good $GMAB knew exactly what they were purchasing"  
[X Link](https://x.com/PersimmonTI/status/1977879766599708826)  2025-10-13T23:30Z 10.5K followers, 8668 engagements


"$MRUS Small N and more data to come at plenary oral later this month but Peto in mCRC (efficacy evaluable): 1L combo 3/3 ORR XXX% 2L combo 4/8 ORR XX% 3L mono one PR in this late line "  
[X Link](https://x.com/PersimmonTI/status/1978065712900890951)  2025-10-14T11:49Z 10.5K followers, 4240 engagements


"Does $LNTH want it all $RADX"  
[X Link](https://x.com/PersimmonTI/status/1978417037903876413)  2025-10-15T11:05Z 10.5K followers, 8935 engagements


"$MRUS 14D9 filed Multiple bidders for $MRUS / petosemtamab and $GMAB won out. Quite a competitive process: $xbi"  
[X Link](https://x.com/PersimmonTI/status/1980695253972615584)  2025-10-21T17:58Z 10.5K followers, 6229 engagements


"$BBIO Building upon previously presented data which showed a XX% reduction in the risk of ACM or first cardiovascular-related hospitalization (CVH) versus placebo in the overall variant population through Month XX this analysis observed an even greater XX% reduction in the risk of ACM or first CVH in the V142I population through Month 30"  
[X Link](https://x.com/PersimmonTI/status/1987185674777178141)  2025-11-08T15:49Z 10.5K followers, 3190 engagements


"$MDGL Recommend listening to this podcast interview of $MDGL CFO Mardi Dier. A reminder that classy people make up classy companies and the likes of Sibold attract like"  
[X Link](https://x.com/PersimmonTI/status/1988416892428841140)  2025-11-12T01:21Z 10.5K followers, 2335 engagements


"$DAWN x $MRSN What a CVR And this continues the $xbi trend of Smid-cap being the acquirer and not the acquired buying within their (general) field of expertise: $ALKS x $AVDL $BCRX x $ATXS"  
[X Link](https://x.com/PersimmonTI/status/1988941340089196754)  2025-11-13T12:05Z 10.5K followers, 9109 engagements


"$xbi thinking by analogy: if $ABVX then $PALI if $JANX then $VIR"  
[X Link](https://x.com/PersimmonTI/status/1989764764247998520)  2025-11-15T18:37Z 10.5K followers, 6486 engagements


"$VERA A me-too in IgAN perhaps but the market could be big enough for multiple entrants. And some interesting recent trading including up to the close on Friday: "  
[X Link](https://x.com/PersimmonTI/status/1990085686028808449)  2025-11-16T15:52Z 10.5K followers, 4819 engagements


"$AVDL Well that didnt take long And the Danes strike again $ALKS"  
[X Link](https://x.com/PersimmonTI/status/1990398807704551904)  2025-11-17T12:37Z 10.5K followers, 5566 engagements


"eyes on: $bbio $janx"  
[X Link](https://x.com/PersimmonTI/status/1990402080859697425)  2025-11-17T12:50Z 10.5K followers, 3085 engagements


"$BBIO a pretty beaut X year chart:"  
[X Link](https://x.com/PersimmonTI/status/1990606305770303765)  2025-11-18T02:21Z 10.5K followers, 3188 engagements


"$bbio Kumar been quiet of late"  
[X Link](https://x.com/PersimmonTI/status/1992025344149500066)  2025-11-22T00:20Z 10.5K followers, 5182 engagements


"$LLY The trillion dollar baby H/t @BioPharmaDive Ten years ago Lilly was a backwater pharma hanging out in Indianapolis said Joel Marcus founder of Alexandria Real Estate Equities a real estate investment trust thats catered to the life sciences industry for three decades. Just a handful of years ago nobody would have imagined the metabolic market for the GLP-1 drugs that has emerged"  
[X Link](https://x.com/PersimmonTI/status/1992247574720372820)  2025-11-22T15:03Z 10.5K followers, 8487 engagements


"$ABVX is my largest holding $BBIO is second largest"  
[X Link](https://x.com/PersimmonTI/status/1992609953731981365)  2025-11-23T15:03Z 10.5K followers, 20.9K engagements


"$XBI How the tides can turn and shift to and fro in big pharma scale and scope: $LLY $X trillion . . . . $JNJ $XXXXXX billion $ABBV $XXXXX billion . $ROG $XXXXXX billion $AZN $XXXXXX billion $NVS $XXXXXX billion $MRK $XXXXXX billion . $AMGN $XXXXXX billion $NVO $XXXXX billion $GILD $XXXXXX billion $PFE $XXXXXX billion $SNY $XXXXXX billion $VRTX $XXXXXX billion . $GSK $XXXXX billion $BMY $XXXXX billion . $REGN $XXXXX billion . . . . $MRNA $XXXX billion @BioPharmaDive"  
[X Link](https://x.com/PersimmonTI/status/1992628037624492135)  2025-11-23T16:15Z 10.5K followers, 12.8K engagements


"$ntla just revisiting this one seems now more true than then"  
[X Link](https://x.com/PersimmonTI/status/1992634852253061406)  2025-11-23T16:42Z 10.5K followers, 2410 engagements


"$XBI $MRK x $CDTX Interesting convergence on a couple of threads about biotech M&A competitiveness. What had been practically unheard of prior an over-the-top counteroffer after the initial PR has now happened twice and the first one in quite spectacular fashion: $PFE x $MTSR get out $NVO $ALKS x $AVDL get out Lundbeck First probably just an odd coincidence but both second bidders were Danish Sleepy Danes no more Now we have $MRK x $CDTX another case of not so fast for Merck - we know that the deal was hotly contested among multiple suitors per FT - since the $MRK PR we have seen incredibly"  
[X Link](https://x.com/PersimmonTI/status/1992648081314078910)  2025-11-23T17:34Z 10.5K followers, 11K engagements


"Actually have a $C. as my fourth largest holding as well. And dont own no $CDTX no more (though at this rate maybe I should)"  
[X Link](https://x.com/PersimmonTI/status/1992742533567557654)  2025-11-23T23:50Z 10.5K followers, 4519 engagements


"$ABVX is my largest holding followed by: X. $BBIO X. $CYTK X. $CTMX"  
[X Link](https://x.com/PersimmonTI/status/1992933059201810885)  2025-11-24T12:27Z 10.5K followers, 15.4K engagements


"$CYTK you can badmouth Blum all you want . thats the tweet"  
[X Link](https://x.com/PersimmonTI/status/1993037416274575729)  2025-11-24T19:22Z 10.5K followers, 6492 engagements


"$NVS with a great job of negotiating against themselves. And look at the timing of $RNA secondary. They were playing hardball to get that last $2/share. Good game all"  
[X Link](https://x.com/PersimmonTI/status/1993091445687771571)  2025-11-24T22:56Z 10.5K followers, 3847 engagements


"$OTSKF $VRTX $VERA"  
[X Link](https://x.com/PersimmonTI/status/1994094464453792217)  2025-11-27T17:22Z 10.5K followers, 4537 engagements


"$JANX Think that JANX007 update on Monday post market close will be viewed positively: "  
[X Link](https://x.com/PersimmonTI/status/1994836334280843266)  2025-11-29T18:30Z 10.5K followers, 5170 engagements


"$JANX there is a pretty simple reason why i strongly suspect that XXX continues to be goldeneye"  
[X Link](https://x.com/PersimmonTI/status/1994933945675206684)  2025-11-30T00:58Z 10.5K followers, 6505 engagements


"$JANX i was wrong"  
[X Link](https://x.com/PersimmonTI/status/1995625349527539913)  2025-12-01T22:45Z 10.5K followers, 17.5K engagements


"$MBX huh buyout soon"  
[X Link](https://x.com/PersimmonTI/status/1996562713749958944)  2025-12-04T12:50Z 10.5K followers, 2330 engagements


"$KYMR very happy to be wrong"  
[X Link](https://x.com/PersimmonTI/status/1998011524481261573)  2025-12-08T12:47Z 10.5K followers, 1767 engagements


"$ABVX Always caveating that 13Fs are backward looking the latest batch show that unsurprisingly many many funds entered or increased positions in $ABVX. Darwin/Abhishek we already knew about however two other notables: Point72 with a very sizable add now owners of XXXX% of $ABVX outstanding. And BVF with a new position at X% of portfolio. Interesting to me because the V is for value and Lampert more often a Seller after large increases in share price 🤔"  
[X Link](https://x.com/PersimmonTI/status/1990096321022210181)  2025-11-16T16:35Z 10.5K followers, 18.3K engagements


"$JANX Caveat emptor but I am very confident about upcoming JANX007 update. Think we could be looking at a pre-Pluvicto molecule when all is said and done. And EV is $XXXX billion. Attractive risk/reward in my eyes"  
[X Link](https://x.com/PersimmonTI/status/1995490036423540837)  2025-12-01T13:47Z 10.5K followers, 22.5K engagements


"$xbi never a dull moment"  
[X Link](https://x.com/PersimmonTI/status/1995987253462552767)  2025-12-02T22:43Z 10.5K followers, 2071 engagements


"$xbi Makary was on a tight leash and now there should be no leash no job. Hes said one thing and done another and if anything has really mattered to him at all in his heretofore frantic inexplicable reign at FDA its been this: appearances He loves to be the center of attention hosting a talk show; he allegedly would rather have CRLed $KALV because that would have looked better than FDA admitting that is was just severely behind on the PDUFA review; he wants to be judge and jury of a dog and pony show priority review process. Well now that one thing is crumbling the appearances are not fooling"  
[X Link](https://x.com/PersimmonTI/status/1995991811895271781)  2025-12-02T23:01Z 10.5K followers, 7686 engagements


"$KYMR $xbi I do not believe that Monday mornings Phase 1b BroADen update on XXX will be well received by the market. If any selloff is overdone I may restart a long position in $kymr"  
[X Link](https://x.com/PersimmonTI/status/1997351761254715644)  2025-12-06T17:05Z 10.5K followers, 5571 engagements


"$XBI Will be a busy $xbi morning tomorrow before the open: $KYMR KT-621 BroADen Phase 1b in AD $DYN DELIVER DYNE-251 in Duchenne $WVE P1 INLIGHT XXX INHBE Obesity 🍿 🍿 🍿"  
[X Link](https://x.com/PersimmonTI/status/1997781183078564345)  2025-12-07T21:32Z 10.5K followers, 15.3K engagements


"$XBI 👀 Pure speculation but with RFKJ having recently one-on-oned with Pazdur and the building crescendo of tRump admin unease with Makary and the current state of the FDA (lack of notice provided for Prasads ridiculous vaccine Email-All re: vaccines) wouldnt it be a plot twist and a half if the MAHA madman gives Makary the boot and replaces him with Pazdur at the helm of FDA"  
[X Link](https://x.com/PersimmonTI/status/1997817705655656848)  2025-12-07T23:57Z 10.5K followers, 7176 engagements


"$KYMR Robust clinical activity was observed across all disease endpoints measured including mean XX% EASI reduction and mean XX% peak pruritus NRS reduction for all patients. Patients with comorbid asthma showed a median XX% reduction in FeNO and meaningful improvements in asthma control and those with comorbid allergic rhinitis experienced significant symptom and quality-of-life benefits KT-621 was well-tolerated with no serious adverse events no treatment related adverse events no reported cases of conjunctivitis and no clinically relevant changes in vital signs lab tests or ECGs"  
[X Link](https://x.com/PersimmonTI/status/1998001292489232880)  2025-12-08T12:06Z 10.5K followers, 4609 engagements


"$WVE $xbi Im going to guess that pre market activity currently +40% subsides but lots of numbers in the PR I believe that the one market is reacting to the most is the diminutive but present total decrease in weight. FDA guidance on obesity Tx is that any candidates principally addressing body mass composition (fat v. lean) must also lead to overall weight loss in its own right. $regn didnt do it $srrk didnt do it $WVE just did"  
[X Link](https://x.com/PersimmonTI/status/1998011072444342684)  2025-12-08T12:45Z 10.5K followers, 5275 engagements


"$GPCR The dog is going to hunt: Placebo-adjusted mean weight loss of XXXX% (27.3 lbs) with XXX mg dose in the 36-week Phase 2b ACCESS study with a XXXX% adverse event-related treatment discontinuation. Placebo-adjusted mean weight loss up to XXXX% (35.5 lbs) observed with XXX mg dose in the exploratory ACCESS II study at XX weeks. No adverse event-related treatment discontinuations observed when starting at lower XXX mg dose in ACCESS Open Label Extension and Body Composition Study Data comprehensively support and inform advancement to Phase X clinical development program in mid-2026"  
[X Link](https://x.com/PersimmonTI/status/1998039095319122159)  2025-12-08T14:36Z 10.5K followers, 3374 engagements


"$BMY should and needs to buy $TERN I will do my part by parting with my shares for a healthy premium"  
[X Link](https://x.com/PersimmonTI/status/1998141184246763799)  2025-12-08T21:22Z 10.5K followers, 4983 engagements


"@adamfeuerstein chicken was the best that they could do disgusted"  
[X Link](https://x.com/PersimmonTI/status/1998165956032352454)  2025-12-08T23:01Z 10.5K followers, 1043 engagements


"$XBI @NatureMedicine asks: Is Addiction the next Frontier for GLP-1 Receptor Agonists $NVO"  
[X Link](https://x.com/PersimmonTI/status/1998208582324793581)  2025-12-09T01:50Z 10.5K followers, 1830 engagements


"its been this kind of morning:"  
[X Link](https://x.com/PersimmonTI/status/1998415415685599262)  2025-12-09T15:32Z 10.5K followers, 1507 engagements


"$GPCR Ive been adding to my Structure Tx position pretty aggressively this morning. Would guess that $gpcr fetches at least $8B in these $xbi times and climes"  
[X Link](https://x.com/PersimmonTI/status/1998432659052060840)  2025-12-09T16:40Z 10.5K followers, 1442 engagements


"ive got a good feeling about $VERV and $RNA. im thinking $LLY and $NVS"  
[X Link](https://x.com/PersimmonTI/status/1998484020724904215)  2025-12-09T20:04Z 10.5K followers, 6271 engagements