[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 Persimmon Tree Investments Persimmon Tree Investments posts on X about $xbi, $lly, $srpt, $mdgl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::4496252499/interactions)  - X Week XXXXXX +21% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +128% - X Year XXXXXXXXX +163% ### Mentions: XX [#](/creator/twitter::4496252499/posts_active)  - X Week XX +7.10% - X Month XXX -XX% - X Months XXX +127% - X Year XXXXX +330% ### Followers: XXXXX [#](/creator/twitter::4496252499/followers)  - X Week XXXXX +0.71% - X Month XXXXX +1.70% - X Months XXXXX +8.20% - X Year XXXXX +16% ### CreatorRank: XXXXXXX [#](/creator/twitter::4496252499/influencer_rank)  ### Social Influence [#](/creator/twitter::4496252499/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$xbi](/topic/$xbi) 19.83%, [$lly](/topic/$lly) 4.96%, [$srpt](/topic/$srpt) 4.13%, [$mdgl](/topic/$mdgl) 4.13%, [$vrna](/topic/$vrna) 3.31%, [$bbio](/topic/$bbio) 3.31%, [money](/topic/money) 2.48%, [$nktr](/topic/$nktr) 2.48%, [$imgn](/topic/$imgn) 2.48%, [$abvx](/topic/$abvx) #19 **Top accounts mentioned or mentioned by** [@adrian_h](/creator/undefined) [@timopler](/creator/undefined) [@biotechch](/creator/undefined) [@naturebiotech](/creator/undefined) [@amaymd](/creator/undefined) [@nature](/creator/undefined) [@geneinvesting](/creator/undefined) [@jacobplieth](/creator/undefined) [@biopharmiq](/creator/undefined) [@joserestonva](/creator/undefined) [@rj248842](/creator/undefined) [@wallstsai](/creator/undefined) [@ltbioinvestor](/creator/undefined) [@saltynostrils](/creator/undefined) [@biostocks](/creator/undefined) [@sanctuarybio](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@lindamoskovits](/creator/undefined) [@biopharmadive](/creator/undefined) [@iambiotechs](/creator/undefined) **Top assets mentioned** [Bitcoin Incognito (XBI)](/topic/$xbi) [Eli Lilly and Company (LLY)](/topic/$lly) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Immunogen Inc (IMGN)](/topic/$imgn) [Akropolis (AKRO)](/topic/$akro) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Pfizer, Inc. (PFE)](/topic/$pfe) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [SuperRare (RARE)](/topic/$rare) [AbbVie Inc (ABBV)](/topic/$abbv) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Novo-Nordisk (NVO)](/topic/$nvo) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Prometheus Biosciences, Inc. Common Stock (RXDX)](/topic/$rxdx) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Insmed, Inc. (INSM)](/topic/$insm) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Cymabay Therapeutics (CBAY)](/topic/$cbay) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [AstraZeneca PLC (AZN)](/topic/$azn) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Bitcoin (BTC)](/topic/bitcoin) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Goldman Sachs (GS)](/topic/goldman-sachs) [Novartis AG (NVS)](/topic/$nvs) [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. $LLY counterclaim is pretty standard but consistent with a defendant that isnt going to go down easily JMTC"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945829934590546163) 2025-07-17 12:56:22 UTC 9566 followers, 6711 engagements "$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. $xbi"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1919017099554328763) 2025-05-04 13:11:44 UTC 9566 followers, 8087 engagements "$XBI Former CEO of La Jolla Pharmaceuticals (used to be $LJPC) to head CDER. Seems Tidmarsh has views that are critical of the current status quo especially in academia but overall likely viewed as reassuring by healthcare companies and investors. Per Bloomberg"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947250850528649370) 2025-07-21 11:02:35 UTC 9569 followers, 3038 engagements "$MREO $RARE IA2 wasnt a long shot by any means. But it was far from a shoo-in:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944025839420813601) 2025-07-12 13:27:33 UTC 9566 followers, 3893 engagements "$XBI Most interesting takeaway for me from Biotech Hangoutre: $XBI M&A from @TimOpler: I think I said on @BiotechCH maybe four to six weeks ago I don't remember exactly when that I'm a practicing investment banker and I'm working on more M&A right now than I ever have. And since that time the amount of M&A I'm working on has gone up. It's all commercial. So buyers are shopping commercial now and there's a very simple reason which is you know you need revenue right And you can buy revenue. There's so many commercial stage companies that got their drug approved that didn't get taken out when"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944029191793516959) 2025-07-12 13:40:52 UTC 9566 followers, 15.4K engagements "$LLY The power of $LLY imagination on continued display courtesy @NatureBiotech:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945998810255077529) 2025-07-18 00:07:25 UTC 9569 followers, 2156 engagements "@A_May_MD early days but if ELAHERE was that for $IMGN"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1922011373355045110) 2025-05-12 19:29:55 UTC 9563 followers, 3305 engagements "$XBI The Looming Patent Cliff @BioPharmaDive with the principal patent expiries of the top XX drugs by 2024 sales:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944478429929251066) 2025-07-13 19:25:59 UTC 9566 followers, 3580 engagements "$VRNA $XBI Take note $SWTX how grownups conduct M&A:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944430935182553402) 2025-07-13 16:17:15 UTC 9566 followers, 2642 engagements "$NKTR really hope that this works out for you bro"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1943382646957945320) 2025-07-10 18:51:43 UTC 9570 followers, 4623 engagements "will never trust someone whos never wrong to ever be right humility and good will go hand in hand $xbi"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944885162791329900) 2025-07-14 22:22:11 UTC 9566 followers, 3705 engagements "$LLY is coming for you $ABBV + $IMGN Early but look at post-Elahere patient data: $xbi"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1931868948821364778) 2025-06-09 00:20:24 UTC 9557 followers, 4580 engagements "$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](/creator/x/PersimmonTI) on [X](/post/tweet/1945997094256259190) 2025-07-18 00:00:36 UTC 9569 followers, 1572 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 $400mm. Strong institutional demand likely and mgmt showing financial discipline raise enough for now and see what happens"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1948349800190980391) 2025-07-24 11:49:25 UTC 9569 followers, 4002 engagements "$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 $NKTR"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945998489818992831) 2025-07-18 00:06:09 UTC 9569 followers, 5710 engagements "$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](/creator/x/PersimmonTI) on [X](/post/tweet/1944506807256301603) 2025-07-13 21:18:44 UTC 9566 followers, 2173 engagements "Seems like a good time to remind folks that $SRPT and $SAVA share a key board member"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1946026114431746155) 2025-07-18 01:55:55 UTC 9566 followers, 4411 engagements "$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 / $MREO Setrusumab we can see how these provisions could have"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941684242066358445) 2025-07-06 02:22:52 UTC 9568 followers, 12.1K engagements "$ABVX Happy to be owning some if I do not own it all"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947766590918864926) 2025-07-22 21:11:57 UTC 9569 followers, 2767 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 $LLY GLP-1s could drive broader and earlier efficacy still"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941148027319660576) 2025-07-04 14:52:09 UTC 9570 followers, 6161 engagements "$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](/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 $VRNA"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944119020044664901) 2025-07-12 19:37:49 UTC 9569 followers, 2484 engagements "$GILD $xbi Have to hand it to ODay thats quite a chart for Gilead and congrats on the Trodelvy data at ASCO. Some of his thoughts from Bernstein about M&A: - in no rush to buy anything and can be selective - mid single digit billion range ex. $CBAY - likely in core areas such as oncology liver - late stage or commercial Still think $AKRO is a possibility"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1928833876719284257) 2025-05-31 15:20:06 UTC 9568 followers, 2526 engagements "there just doesnt seem like any way that this actually happens but quite a statement"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945807380907728931) 2025-07-17 11:26:45 UTC 9570 followers, 1816 engagements "$MRUS Continues with the stochastic green candles"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947769186257682922) 2025-07-22 21:22:16 UTC 9569 followers, 1486 engagements "$KROS Im sure that this man knows all about maximizing shareholder value: $BMRN"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1932038903671967886) 2025-06-09 11:35:44 UTC 9566 followers, 4953 engagements "$PFE Who knows maybe Pfizer got themselves a steal of a deal with 3SBio"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1929497274914128057) 2025-06-02 11:16:13 UTC 9570 followers, 2613 engagements "$XBI Select amylins in clinic courtesy @Nature Metabolism. Note that $MTSR not included and its and $GPCR are currently unattached to big pharma"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944875375584272744) 2025-07-14 21:43:18 UTC 9566 followers, 4126 engagements "$XBI xbi mood right now I think probably isnt the goat but will always be the goat"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944549971648278742) 2025-07-14 00:10:15 UTC 9566 followers, 1979 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 $KALV arguably even better served"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1934339922527191086) 2025-06-15 19:59:10 UTC 9556 followers, 4770 engagements "$MTSR continues to trade like something is up 🤔 🧐"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945123014913180067) 2025-07-15 14:07:20 UTC 9566 followers, 2129 engagements "Best way to own bitcoin is to forget that you own bitcoin"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944818411982258220) 2025-07-14 17:56:57 UTC 9566 followers, 1969 engagements "$KROS Just your share dollars at work here for low to moderate risk MDS are they not at all sheepish"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945818698092101724) 2025-07-17 12:11:43 UTC 9566 followers, 1444 engagements "$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 $SRPT AAV gene therapy patients whether on"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1946956790006202724) 2025-07-20 15:34:06 UTC 9569 followers, 2733 engagements "$XBI Select Q2 2025 new drug approvals with revenue projection courtesy @nature:"  [@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](/creator/x/PersimmonTI) on [X](/post/tweet/1947743528475300094) 2025-07-22 19:40:19 UTC 9569 followers, 2011 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 $VRNA"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1944431217236955388) 2025-07-13 16:18:22 UTC 9566 followers, 4171 engagements "$xbi Thats the thing about $xbi when crap moves it moves"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1948123053096948221) 2025-07-23 20:48:24 UTC 9569 followers, 1628 engagements "$BBIO $ALNY $BBIO CEO at Goldman Sachs: I mean were basically generic as compared to AMVUTTRA"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1941896696021086400) 2025-07-06 16:27:05 UTC 9569 followers, 4519 engagements "$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 $NVS always looking for bolt-on acquisitions and maybe larger bolt-ons () that would bolster its focus TAs"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1946164533711745163) 2025-07-18 11:05:57 UTC 9569 followers, 4624 engagements "$IOVA Interesting trading into $REPL CRL: $xbi"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1947621325755072875) 2025-07-22 11:34:43 UTC 9569 followers, 3552 engagements "i wish the real world would just stop hassling me"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945228065933578738) 2025-07-15 21:04:46 UTC 9566 followers, 1936 engagements "$SRPT And the award for longest PR goes to quite a lot in there:"  [@PersimmonTI](/creator/x/PersimmonTI) on [X](/post/tweet/1945806586301071364) 2025-07-17 11:23:36 UTC 9569 followers, 8229 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](/creator/x/PersimmonTI) on [X](/post/tweet/1924622365406724131) 2025-05-20 00:25:04 UTC 9570 followers, 7004 engagements
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@PersimmonTI Persimmon Tree Investments
Persimmon Tree Investments posts on X about $xbi, $lly, $srpt, $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 #
- X Week XXXXXX +21%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +128%
- X Year XXXXXXXXX +163%
Mentions: XX #
- X Week XX +7.10%
- X Month XXX -XX%
- X Months XXX +127%
- X Year XXXXX +330%
Followers: XXXXX #
- X Week XXXXX +0.71%
- X Month XXXXX +1.70%
- X Months XXXXX +8.20%
- X Year XXXXX +16%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% currencies XXXX% countries XXXX%
Social topic influence $xbi 19.83%, $lly 4.96%, $srpt 4.13%, $mdgl 4.13%, $vrna 3.31%, $bbio 3.31%, money 2.48%, $nktr 2.48%, $imgn 2.48%, $abvx #19
Top accounts mentioned or mentioned by @adrian_h @timopler @biotechch @naturebiotech @amaymd @nature @geneinvesting @jacobplieth @biopharmiq @joserestonva @rj248842 @wallstsai @ltbioinvestor @saltynostrils @biostocks @sanctuarybio @adamfeuerstein @lindamoskovits @biopharmadive @iambiotechs
Top assets mentioned Bitcoin Incognito (XBI) Eli Lilly and Company (LLY) Sarepta Therapeutics, Inc. (SRPT) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) BridgeBio Pharma, Inc. Common Stock (BBIO) Immunogen Inc (IMGN) Akropolis (AKRO) BioMarin Pharmaceutical, Inc. (BMRN) Pfizer, Inc. (PFE) Scholar Rock Holding Corporation Common Stock (SRRK) SuperRare (RARE) AbbVie Inc (ABBV) Avidity Biosciences, Inc. Common Stock (RNA) Alnylam Pharmaceuticals, Inc. (ALNY) Novo-Nordisk (NVO) Summit Therapeutics Inc. Common Stock (SMMT) Metsera, Inc. Common Stock (MTSR) Cytokinetics Inc. (CYTK) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Janux Therapeutics, Inc. Common Stock (JANX) Prometheus Biosciences, Inc. Common Stock (RXDX) Dyne Therapeutics, Inc. Common Stock (DYN) Viking Therapeutics, Inc (VKTX) Insmed, Inc. (INSM) Gilead Sciences, Inc. (GILD) Cymabay Therapeutics (CBAY) Merus N.V. Common Shares (MRUS) Bristol-Myers Squibb Co (BMY) AstraZeneca PLC (AZN) Intellia Therapeutics, Inc (NTLA) Bitcoin (BTC) Merck & Co., Inc. (MRK) Arrowhead Research Corporation (ARWR) Goldman Sachs (GS) Novartis AG (NVS) Iovance Biotherapeutics, Inc. Common Stock (IOVA)
Top Social Posts #
Top posts by engagements in the last XX hours
"$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. $LLY counterclaim is pretty standard but consistent with a defendant that isnt going to go down easily JMTC"
@PersimmonTI on X 2025-07-17 12:56:22 UTC 9566 followers, 6711 engagements
"$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. $xbi" @PersimmonTI on X 2025-05-04 13:11:44 UTC 9566 followers, 8087 engagements
"$XBI Former CEO of La Jolla Pharmaceuticals (used to be $LJPC) to head CDER. Seems Tidmarsh has views that are critical of the current status quo especially in academia but overall likely viewed as reassuring by healthcare companies and investors. Per Bloomberg" @PersimmonTI on X 2025-07-21 11:02:35 UTC 9569 followers, 3038 engagements
"$MREO $RARE IA2 wasnt a long shot by any means. But it was far from a shoo-in:" @PersimmonTI on X 2025-07-12 13:27:33 UTC 9566 followers, 3893 engagements
"$XBI Most interesting takeaway for me from Biotech Hangoutre: $XBI M&A from @TimOpler: I think I said on @BiotechCH maybe four to six weeks ago I don't remember exactly when that I'm a practicing investment banker and I'm working on more M&A right now than I ever have. And since that time the amount of M&A I'm working on has gone up. It's all commercial. So buyers are shopping commercial now and there's a very simple reason which is you know you need revenue right And you can buy revenue. There's so many commercial stage companies that got their drug approved that didn't get taken out when" @PersimmonTI on X 2025-07-12 13:40:52 UTC 9566 followers, 15.4K engagements
"$LLY The power of $LLY imagination on continued display courtesy @NatureBiotech:" @PersimmonTI on X 2025-07-18 00:07:25 UTC 9569 followers, 2156 engagements
"@A_May_MD early days but if ELAHERE was that for $IMGN" @PersimmonTI on X 2025-05-12 19:29:55 UTC 9563 followers, 3305 engagements
"$XBI The Looming Patent Cliff @BioPharmaDive with the principal patent expiries of the top XX drugs by 2024 sales:" @PersimmonTI on X 2025-07-13 19:25:59 UTC 9566 followers, 3580 engagements
"$VRNA $XBI Take note $SWTX how grownups conduct M&A:" @PersimmonTI on X 2025-07-13 16:17:15 UTC 9566 followers, 2642 engagements
"$NKTR really hope that this works out for you bro" @PersimmonTI on X 2025-07-10 18:51:43 UTC 9570 followers, 4623 engagements
"will never trust someone whos never wrong to ever be right humility and good will go hand in hand $xbi" @PersimmonTI on X 2025-07-14 22:22:11 UTC 9566 followers, 3705 engagements
"$LLY is coming for you $ABBV + $IMGN Early but look at post-Elahere patient data: $xbi" @PersimmonTI on X 2025-06-09 00:20:24 UTC 9557 followers, 4580 engagements
"$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 on X 2025-07-18 00:00:36 UTC 9569 followers, 1572 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 $400mm. Strong institutional demand likely and mgmt showing financial discipline raise enough for now and see what happens" @PersimmonTI on X 2025-07-24 11:49:25 UTC 9569 followers, 4002 engagements
"$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 $NKTR" @PersimmonTI on X 2025-07-18 00:06:09 UTC 9569 followers, 5710 engagements
"$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 on X 2025-07-13 21:18:44 UTC 9566 followers, 2173 engagements
"Seems like a good time to remind folks that $SRPT and $SAVA share a key board member" @PersimmonTI on X 2025-07-18 01:55:55 UTC 9566 followers, 4411 engagements
"$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 / $MREO Setrusumab we can see how these provisions could have" @PersimmonTI on X 2025-07-06 02:22:52 UTC 9568 followers, 12.1K engagements
"$ABVX Happy to be owning some if I do not own it all" @PersimmonTI on X 2025-07-22 21:11:57 UTC 9569 followers, 2767 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 $LLY GLP-1s could drive broader and earlier efficacy still" @PersimmonTI on X 2025-07-04 14:52:09 UTC 9570 followers, 6161 engagements
"$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 on X 2025-07-06 16:43:47 UTC 9563 followers, 5783 engagements
"$XBI $INSM $VRNA $BBIO $MDGL except no more $VRNA" @PersimmonTI on X 2025-07-12 19:37:49 UTC 9569 followers, 2484 engagements
"$GILD $xbi Have to hand it to ODay thats quite a chart for Gilead and congrats on the Trodelvy data at ASCO. Some of his thoughts from Bernstein about M&A: - in no rush to buy anything and can be selective - mid single digit billion range ex. $CBAY - likely in core areas such as oncology liver - late stage or commercial Still think $AKRO is a possibility" @PersimmonTI on X 2025-05-31 15:20:06 UTC 9568 followers, 2526 engagements
"there just doesnt seem like any way that this actually happens but quite a statement" @PersimmonTI on X 2025-07-17 11:26:45 UTC 9570 followers, 1816 engagements
"$MRUS Continues with the stochastic green candles" @PersimmonTI on X 2025-07-22 21:22:16 UTC 9569 followers, 1486 engagements
"$KROS Im sure that this man knows all about maximizing shareholder value: $BMRN" @PersimmonTI on X 2025-06-09 11:35:44 UTC 9566 followers, 4953 engagements
"$PFE Who knows maybe Pfizer got themselves a steal of a deal with 3SBio" @PersimmonTI on X 2025-06-02 11:16:13 UTC 9570 followers, 2613 engagements
"$XBI Select amylins in clinic courtesy @Nature Metabolism. Note that $MTSR not included and its and $GPCR are currently unattached to big pharma" @PersimmonTI on X 2025-07-14 21:43:18 UTC 9566 followers, 4126 engagements
"$XBI xbi mood right now I think probably isnt the goat but will always be the goat" @PersimmonTI on X 2025-07-14 00:10:15 UTC 9566 followers, 1979 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 $KALV arguably even better served" @PersimmonTI on X 2025-06-15 19:59:10 UTC 9556 followers, 4770 engagements
"$MTSR continues to trade like something is up 🤔 🧐" @PersimmonTI on X 2025-07-15 14:07:20 UTC 9566 followers, 2129 engagements
"Best way to own bitcoin is to forget that you own bitcoin" @PersimmonTI on X 2025-07-14 17:56:57 UTC 9566 followers, 1969 engagements
"$KROS Just your share dollars at work here for low to moderate risk MDS are they not at all sheepish" @PersimmonTI on X 2025-07-17 12:11:43 UTC 9566 followers, 1444 engagements
"$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 $SRPT AAV gene therapy patients whether on" @PersimmonTI on X 2025-07-20 15:34:06 UTC 9569 followers, 2733 engagements
"$XBI Select Q2 2025 new drug approvals with revenue projection courtesy @nature:" @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 on X 2025-07-22 19:40:19 UTC 9569 followers, 2011 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 $VRNA" @PersimmonTI on X 2025-07-13 16:18:22 UTC 9566 followers, 4171 engagements
"$xbi Thats the thing about $xbi when crap moves it moves" @PersimmonTI on X 2025-07-23 20:48:24 UTC 9569 followers, 1628 engagements
"$BBIO $ALNY $BBIO CEO at Goldman Sachs: I mean were basically generic as compared to AMVUTTRA" @PersimmonTI on X 2025-07-06 16:27:05 UTC 9569 followers, 4519 engagements
"$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 $NVS always looking for bolt-on acquisitions and maybe larger bolt-ons () that would bolster its focus TAs" @PersimmonTI on X 2025-07-18 11:05:57 UTC 9569 followers, 4624 engagements
"$IOVA Interesting trading into $REPL CRL: $xbi" @PersimmonTI on X 2025-07-22 11:34:43 UTC 9569 followers, 3552 engagements
"i wish the real world would just stop hassling me" @PersimmonTI on X 2025-07-15 21:04:46 UTC 9566 followers, 1936 engagements
"$SRPT And the award for longest PR goes to quite a lot in there:" @PersimmonTI on X 2025-07-17 11:23:36 UTC 9569 followers, 8229 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 on X 2025-05-20 00:25:04 UTC 9570 followers, 7004 engagements