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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, $akro, $mrus, $etnb 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 -XX%
- X Month XXXXXXX +66%
- X Months XXXXXXXXX +89%
- 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 +3.90%
- X Month XXX +20%
- X Months XXX +75%
- X Year XXXXX +413%

### 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 +0.50%
- X Month XXXXXX +3.20%
- X Months XXXXXX +12%
- X Year XXXXXX +24%

### 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)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXX% [celebrities](/list/celebrities)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$xbi](/topic/$xbi) #6, [$akro](/topic/$akro) #1, [$mrus](/topic/$mrus) #2, [$etnb](/topic/$etnb) #3, [$nvo](/topic/$nvo) #192, [$nktr](/topic/$nktr) #5, [$rhhby](/topic/$rhhby) #11, [$slno](/topic/$slno) #3, [$nams](/topic/$nams) #3, [$lly](/topic/$lly) #133

**Top accounts mentioned or mentioned by**
[@amaymd](/creator/undefined) [@natrevdrugdisc](/creator/undefined) [@biopharmiq](/creator/undefined) [@jfais20](/creator/undefined) [@nature](/creator/undefined) [@pjamess69](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@wallstsai](/creator/undefined) [@joserestonva](/creator/undefined) [@shortsellerst](/creator/undefined) [@plainyogurt21](/creator/undefined) [@pcm_bio](/creator/undefined) [@jacobplieth](/creator/undefined) [@duedoctor](/creator/undefined) [@bowtiedbiotech](/creator/undefined) [@biohazard3737](/creator/undefined) [@naturebiotech](/creator/undefined) [@biopharmadive](/creator/undefined) [@jialiangliang](/creator/undefined) [@melvinriskmgmt](/creator/undefined)

**Top assets mentioned**
[Bitcoin Incognito (XBI)](/topic/$xbi) [Akropolis (AKRO)](/topic/$akro) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Novo-Nordisk (NVO)](/topic/$nvo) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Eli Lilly and Company (LLY)](/topic/$lly) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Insmed, Inc. (INSM)](/topic/$insm) [Pfizer, Inc. (PFE)](/topic/$pfe) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Amgen, Inc. (AMGN)](/topic/$amgn) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Novara Calcio Fan Token (NOV)](/topic/$nov) [ROGin AI (ROG)](/topic/$rog) [Johnson & Johnson (JNJ)](/topic/$jnj) [Merck & Co., Inc. (MRK)](/topic/$mrk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Novartis AG (NVS)](/topic/$nvs) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [AstraZeneca PLC (AZN)](/topic/$azn) [GSK plc (GSK)](/topic/$gsk) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya)
### Top Social Posts [#](/creator/twitter::4496252499/posts)
---
Top posts by engagements in the last XX hours

"$PALI hmmmm. determined to cancel its previously adjourned special meeting of stockholders (the Special Meeting) which had been scheduled to reconvene on Friday October XX 2025 at 10:00 a.m. Pacific Time"  
[X Link](https://x.com/PersimmonTI/status/1976403171221307720) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T21:43Z 10.2K followers, 7766 engagements


"@princetongb hope you were long $SANA Charles"  
[X Link](https://x.com/PersimmonTI/status/1978608080209183002) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-15T23:45Z 10.2K followers, XXX engagements


"$AKRO x $NVO This is a highly achievable $6/share CVR contingent on efruxifermin full approval:"  
[X Link](https://x.com/PersimmonTI/status/1976230818583339330) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T10:18Z 10.2K followers, 4626 engagements


"No fan of $tsla but"  
[X Link](https://x.com/PersimmonTI/status/1975964870248931332) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-08T16:41Z 10.2K followers, 2777 engagements


"$IMNM $BCAB"  
[X Link](https://x.com/PersimmonTI/status/1978802820338868402) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-16T12:38Z 10.2K followers, 2680 engagements


"$xbi Does this count as generalist interest"  
[X Link](https://x.com/PersimmonTI/status/1977409816613306834) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-12T16:23Z 10.2K followers, 3188 engagements


"$NAMS $AMGN ( $AKRO ) This is an interesting point but the answer in short is: Yes. Wouldn't be the first castaway that is brought back on board at a much dearer price for big pharma. And another note: if $NAMS obicetrapib is acquired that would make two $AMGN castoffs that were recently acquired for multiple billions. The other. $AKRO efruxifermin now proudly owned by $NVO"  
[X Link](https://x.com/PersimmonTI/status/1977831746180653460) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T20:20Z 10.2K followers, 4725 engagements


"$NKTR X. The court is concerned that a jury trial may not be sustainable in current circumstances X. With pre-trial conference vacated On its face these two statements could be perceived as at odds. In order to sustain a jury trial it would make more sense to expedite/stay on track with a pre-trial conference But to square the circle seems to point to both sides $NKTR and $LLY having shown court some indication of wanting to settle before trial but there being an impasse at present with regard to dollar value Likely this dry PACER summary was more lively in person with Judge saying something"  
[X Link](https://x.com/PersimmonTI/status/1978229433153560993) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-14T22:40Z 10.2K followers, 11.9K engagements


"$ETNB $AKRO I am XXX% talking my own book here. But to me it feels like $ETNB was sold by mgmt more than bought. And $RHHBY was the only party that ultimately wanted to shop from the discount aisle"  
[X Link](https://x.com/PersimmonTI/status/1974836650275455413) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-05T13:58Z 10.2K followers, 17.1K engagements


"$AKRO Roche wanted the discount aisle with $ETNB. $NVO went premium with $AKRO Zalfermin was canned replace it with the potentially best in class first in class efruxifermin. $AKRO taken out by $NVO"  
[X Link](https://x.com/PersimmonTI/status/1976230391381106974) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T10:16Z 10.2K followers, 10.2K engagements


"$XBI Let's go for a Takeout Tuesday tomorrow morning folks"  
[X Link](https://x.com/PersimmonTI/status/1977828004106514541) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T20:05Z 10.2K followers, 8606 engagements


"$KYMR I liked the setup going into XXX healthy volunteer readout both in valuation and Mainolfis exuberant tells in investor conferences about what the data would likely reveal. I dont like the setup going into XXX phase 1b in AD for the same reasons in reverse"  
[X Link](https://x.com/PersimmonTI/status/1976087479636930958) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T00:49Z 10.2K followers, 3845 engagements


"$JANX $10.6mm sell in the AM today a big seller now out of the way for shares to continue rising But mgmt leaves a lot to be desired re: transparency & communication "  
[X Link](https://x.com/PersimmonTI/status/1978603530085699683) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-15T23:26Z 10.2K followers, 1828 engagements


"$XBI For Darwin Global / Abhishek Trehan not a bad few months: $VRNA bought out adds hugely to $ABVX then $MRUS bought out. Wonder what he will add to now"  
[X Link](https://x.com/PersimmonTI/status/1972775106763276530) [@PersimmonTI](/creator/x/PersimmonTI) 2025-09-29T21:26Z 10.2K followers, 10.6K engagements


"$IMAB Perhaps market waking up to the fact that givastomig could change the SOC in Claudin18.2 positive gastric cancer One of my largest positions"  
[X Link](https://x.com/PersimmonTI/status/1975922275745411325) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-08T13:52Z 10.2K followers, 6019 engagements


"$XBI famine or feast feast or famine"  
[X Link](https://x.com/PersimmonTI/status/1975937863142318255) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-08T14:54Z 10.2K followers, 2271 engagements


"$PFE $xbi Pfizer on current business development capacity and priorities: $XX billion allocated which includes a $X billion drawdown for 3Sbio deal. Likely several smaller deals versus one large one. Areas of interest unchanged: oncology vaccines internal medicine (cardiometabolic obesity) and I&I. "  
[X Link](https://x.com/PersimmonTI/status/1954198685052535164) [@PersimmonTI](/creator/x/PersimmonTI) 2025-08-09T15:10Z 10.2K followers, 11.1K engagements


"$CRVS $NOV The leader of Novo Nordisks US operations David Moore to join the Corvus board. Very interesting as long as he isnt in charge of commercial manufacturing of Soquelitinib "  
[X Link](https://x.com/PersimmonTI/status/1973899639767343358) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-02T23:55Z 10.2K followers, 3588 engagements


"$GPCR For those who would like to sift through courtesy @NatureBiotech contained within are the main reasons why I believe $GPCR will form the Structure of a big pharmas nascent obesity plan in the near future whether by buyout or large upfront partnership: "  
[X Link](https://x.com/PersimmonTI/status/1974844706380189820) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-05T14:30Z 10.2K followers, 7813 engagements


"$XBI the thing is even after this recent run up there is still a great dislocation in value for many assets/companies out there such were the depths of the nadir"  
[X Link](https://x.com/PersimmonTI/status/1978581799883116844) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-15T22:00Z 10.2K followers, 2217 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) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-05T13:01Z 10.2K followers, 6954 engagements


"$XBI We could really use a buyout"  
[X Link](https://x.com/PersimmonTI/status/1978888192951513163) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-16T18:18Z 10.2K followers, 7074 engagements


"$AKRO x $NVO BREAKING: Akero Therapeutics to be Acquired by Novo Nordisk for up to $XXX Billion. $XX Per Share in Cash and CVR of $X Per Share. $xbi"  
[X Link](https://x.com/PersimmonTI/status/1976229884478570927) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T10:14Z 10.2K followers, 5998 engagements


"$SLNO Lets do this Centerview: Maybe $NVS or $BMY"  
[X Link](https://x.com/PersimmonTI/status/1978890343211786386) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-16T18:26Z 10.2K followers, 4595 engagements


"Remember when you actually had to pay to make a trade Seems so antiquated now"  
[X Link](https://x.com/PersimmonTI/status/1978156101930455537) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-14T17:49Z 10.2K followers, 1284 engagements


"$XBI heres to another phonomenal week"  
[X Link](https://x.com/PersimmonTI/status/1974909157770977750) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-05T18:46Z 10.2K followers, 3020 engagements


"$BCRX x $ATXS $BCRX will seek strategic alternatives for $ATXS atopic dermatitis asset STAR-0310"  
[X Link](https://x.com/PersimmonTI/status/1978057509152714951) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-14T11:17Z 10.2K followers, 6105 engagements


"$XBI Rubber stamps lax controls poor accountability. These seem endemic in many $xbi conference rooms:"  
[X Link](https://x.com/PersimmonTI/status/1976415660390613295) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T22:33Z 10.2K followers, 2686 engagements


"$SRRK shake it off shake it off"  
[X Link](https://x.com/PersimmonTI/status/1977702848252064031) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T11:47Z 10.2K followers, 3310 engagements


"$XBI Looking back at some recently prior takes got some right: $AKRO $MRUS some wrong: $SRRK and some. still cooking I would say: $GPCR $NKTR $BBIO"  
[X Link](https://x.com/PersimmonTI/status/1978224257902522714) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-14T22:19Z 10.2K followers, 4190 engagements


"$BCAX $MRUS $PYXS Three HNSCC players unlike in dignity in fair Verona. $MRUS was/is the best $BCAX the best of the rest and like it here -- not bad valuation for a Tx that works in HNSCC. $PYXS. no comment"  
[X Link](https://x.com/PersimmonTI/status/1978159196961931416) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-14T18:01Z 10.2K followers, 3102 engagements


"$IMAB And the market continues to wake up especially in light of China tensions potentially easing (tho this is no longer a Chinese company)"  
[X Link](https://x.com/PersimmonTI/status/1977774045622915209) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T16:30Z 10.2K followers, 3472 engagements


"Do we count Betaville as being correct on $AKRO 🤔"  
[X Link](https://x.com/PersimmonTI/status/1978892008715424100) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-16T18:33Z 10.2K followers, 2834 engagements


"$XBI Perhaps apropos of the crypto situation and account wipeouts I challenge the schadenfreude because Ive been there And think Ive learned some lessons (but we will see). One of them: Once youve made money with a diversified as resilient as it can be portfolioits hard to go back to trying anything else"  
[X Link](https://x.com/PersimmonTI/status/1977385089278283917) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-12T14:45Z 10.2K followers, 2137 engagements


"$ARWR interesting"  
[X Link](https://x.com/PersimmonTI/status/1975532563965063185) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-07T12:04Z 10.2K followers, 4142 engagements


"$SLNO Go with Goldman"  
[X Link](https://x.com/PersimmonTI/status/1975959749570293938) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-08T16:21Z 10.2K followers, 3692 engagements


"After $MRUS $AKRO was just about my largest position"  
[X Link](https://x.com/PersimmonTI/status/1976236607054471480) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T10:41Z 10.2K followers, 4368 engagements


"$PTGX So a take under then"  
[X Link](https://x.com/PersimmonTI/status/1977829943519465539) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T20:12Z 10.2K followers, 5372 engagements


"$XBI Breakthrough Therapy Designations in China and the United States Courtesy @NatRevDrugDisc Of these applications the FDA granted BTD for XXX (39.4%) while the NMPA granted BTD for XXX (27.8%). Of the XXX BTDs granted in China XXX (69.1%) were for domestically developed drugs highlighting the rapid growth of biopharmaceutical innovation in China. The relatively low grant rate by the NMPA suggests that despite interest in using the BTD mechanism in China sponsors may overestimate the clinical value of their products or apply prematurely before having compelling clinical data. Such"  
[X Link](https://x.com/PersimmonTI/status/1977467098839629855) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-12T20:11Z 10.2K followers, 1862 engagements


"$XBI Hello my fellow generalists. Can I interest you in an investment opportunity of which I only recently learned"  
[X Link](https://x.com/PersimmonTI/status/1976035110802878659) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-08T21:20Z 10.2K followers, 3738 engagements


"$NAMS and another:"  
[X Link](https://x.com/PersimmonTI/status/1977883602013577339) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T23:46Z 10.2K followers, 3140 engagements


"$NAMS Folks strangely enough a voice in mechanistic support of obicetrapibs effects comes from none other than Nassim Taleb "  
[X Link](https://x.com/PersimmonTI/status/1977883207279268098) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T23:44Z 10.2K followers, 5283 engagements


"$XBI What a week. Lots of thoughts to follow over the weekend"  
[X Link](https://x.com/PersimmonTI/status/1976761413155930150) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-10T21:27Z 10.2K followers, 2030 engagements


"$CCCC And we have another private placement. So core and surprisingly at the right price"  
[X Link](https://x.com/PersimmonTI/status/1978782552606286041) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-16T11:18Z 10.2K followers, 2057 engagements


"$AKRO Deep Track Capital LP with a 1357000 share open market add to their $AKRO position making it: - their second largest holding at XXX% of portfolio - XXX% of $AKRO outstanding share count And take a look at Deep Tracks top ten"  
[X Link](https://x.com/PersimmonTI/status/1975670665052365199) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-07T21:12Z 10.2K followers, 9196 engagements


"$XBI There are shorts and then there are shorts. A priori short authors who point out the perceived flaws of a biological and/or methodological approach are valuable imho. Some of my favorite examples: @TCellEngager @Buffalo51766917 @anthonystaj"  
[X Link](https://x.com/PersimmonTI/status/1977371422784643273) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-12T13:50Z 10.2K followers, 5969 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) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T14:29Z 10.2K followers, 7847 engagements


"$GMAB x $MRUS Its official Genmab to buy Merus for $8B $97/share all cash transaction. XX% premium to Merus closing price and no Centerview Partners just Jefferies. $MRUS is my largest holding $xbi"  
[X Link](https://x.com/PersimmonTI/status/1972604876858249277) [@PersimmonTI](/creator/x/PersimmonTI) 2025-09-29T10:10Z 10.2K followers, 7205 engagements


"$XBI It would be a terrible thing for generalists to take a fraction of their $NVDA and redeploy it to $XBi heedlessly. Just a terrible shame"  
[X Link](https://x.com/PersimmonTI/status/1975950266005696593) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-08T15:43Z 10.2K followers, 2858 engagements


"$AKRO Good timing by Deep Track to up their $AKRO stake They were/are also large holders of $ETNB"  
[X Link](https://x.com/PersimmonTI/status/1976233774003503218) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T10:30Z 10.2K followers, 5198 engagements


"$XBI After successive takeouts of MASH FGF21 purveyors: Boston x $GSK $ETNB x $RHHBY $AKRO x $NOV What remains of the day and boxed in red Chinese options for those who dare: h/t @NatRevDrugDisc"  
[X Link](https://x.com/PersimmonTI/status/1977487380178460991) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-12T21:31Z 10.2K followers, 3609 engagements


"$XBI Clinical trials of synthetic lethal therapies courtesy @NatRevDrugDisc $IDYA $TNGX $RAPT $APRE $BMY "  
[X Link](https://x.com/PersimmonTI/status/1967259100967776518) [@PersimmonTI](/creator/x/PersimmonTI) 2025-09-14T16:08Z 10.2K followers, 3828 engagements


"$PRAX Double P3 hit on essential tremor more than doubles in value. $xbi"  
[X Link](https://x.com/PersimmonTI/status/1978781950283255856) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-16T11:15Z 10.2K followers, 4580 engagements


"$CTMX This is the kind of one month chart that makes me wonder 🧐"  
[X Link](https://x.com/PersimmonTI/status/1974840609430004086) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-05T14:14Z 10.2K followers, 4543 engagements


"$AKRO x $NVO Novo wanted the good stuff (with a side of cold hard cash on $AKRO books):"  
[X Link](https://x.com/PersimmonTI/status/1976232036554899826) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T10:23Z 10.2K followers, 2761 engagements


"$IMAB hint: Givastomig is Korean not Chinese. $xbi"  
[X Link](https://x.com/PersimmonTI/status/1965795449027375293) [@PersimmonTI](/creator/x/PersimmonTI) 2025-09-10T15:12Z 10.2K followers, 3221 engagements


"@PCM_bio do some more digging Thomsen"  
[X Link](https://x.com/PersimmonTI/status/1977751898770886746) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T15:02Z 10.2K followers, XXX engagements


"$JNJ $PTGX Per WSJ $JNJ in talks to buy $PTGX. The companies are currently in pact to develop icotrokinra an oral therapy forimmune diseases including plaque psoriasis and ulcerative colitis with JNJ having an exclusive license to commercialize the product. Potential implications for $ABVX Obe in UC. "  
[X Link](https://x.com/PersimmonTI/status/1976727285496488120) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-10T19:11Z 10.2K followers, 1977 engagements


"$SRRK There's just something odd about all of this. Radio silence from the C Suite for months a huge open market insider buy by director recently (likely dashing hopes for any imminent buyout it must be said) and yet. The share price ebullience continues unchecked. Something odd"  
[X Link](https://x.com/PersimmonTI/status/1976291992259735738) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T14:21Z 10.2K followers, 4574 engagements


"That feeling when you remember that you actually did add to $PALI last Friday"  
[X Link](https://x.com/PersimmonTI/status/1975236248500412904) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-06T16:26Z 10.2K followers, 3177 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) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-14T11:49Z 10.2K followers, 4061 engagements


"$XBI There had better not be any buyouts tomorrow morning 😡"  
[X Link](https://x.com/PersimmonTI/status/1978568593697599692) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-15T21:08Z 10.2K followers, 4852 engagements


"$XBI and $AKRO was the next to be acquired"  
[X Link](https://x.com/PersimmonTI/status/1976231238194053217) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T10:20Z 10.2K followers, 3273 engagements


"$ATXS I wish I had gone ahead and bought some $ATXS in speculation re: their AD asset. 😂"  
[X Link](https://x.com/PersimmonTI/status/1978160838277005519) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-14T18:07Z 10.2K followers, 2635 engagements


"$ABVX $xbi Remember that the ABTECT top-line data were already known. These late-breakers add color and granularity to these data which in sum put the top-line into an even more favorable light by emphasizing the all-comers/difficult-to-treat nature of the trial populations: X. Obefazimods efficacy highlighted by shining through in a highly refractory patient population including a largest of its kind XXX patients post JAK inhibitor. Will be interesting to see this post-JAK subset. JAK inhibitors can be highly efficacious in UC but with the tradeoff of adverse events/side effects. If Obe can"  
[X Link](https://x.com/PersimmonTI/status/1974873261331578940) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-05T16:24Z 10.2K followers, 21.3K engagements


"$XBI Its been too long and surely am tempting fate but"  
[X Link](https://x.com/PersimmonTI/status/1976393242599096612) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-09T21:04Z 10.2K followers, 1858 engagements


"Does $LNTH want it all $RADX"  
[X Link](https://x.com/PersimmonTI/status/1978417037903876413) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-15T11:05Z 10.2K followers, 7867 engagements


"$INSM Courtesy @NatRevDrugDisc "  
[X Link](https://x.com/PersimmonTI/status/1973538045862559913) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-01T23:58Z 10.2K followers, 4396 engagements


"$CYTK At Stifels recently on the realistic possibility of meaningful label and REMS differentiation vis a vis $BMY which could lead to meaningful commercial differentiation:"  
[X Link](https://x.com/PersimmonTI/status/1975367377115341179) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-07T01:07Z 10.2K followers, 4116 engagements


"$SNY AlphaMedixTM (212Pb-DOTAMTATE) achieved all primary efficacy endpoints in phase X study demonstrating clinically meaningful benefits in patients with gastroenteropancreatic neuroendocrine tumors. But I dont see no data Guess well have to wait for ESMO:"  
[X Link](https://x.com/PersimmonTI/status/1975877249858470091) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-08T10:53Z 10.2K followers, 1640 engagements


"$XBI Partnerships Below the top XX biopharma R&D licensing/partnerships in 2025 ranked by total deal value As of 7/29/25 Again courtesy @nature biopharma dealmakers. A couple of editorial notes: X. Heavily China-based partnerships will this continue given the Executive Order and big pharma wanting to stay on the WHs good side X. If Ivonescimab PD1xVEGF fizzles a lot of big pharma money has gone down the drain"  
[X Link](https://x.com/PersimmonTI/status/1974881480770818083) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-05T16:56Z 10.2K followers, 12.8K engagements


"act like youve been here before"  
[X Link](https://x.com/PersimmonTI/status/1979238444107751595) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-17T17:29Z 10.2K followers, 1610 engagements


"@DueDoctor what is $CYTK and what do they do"  
[X Link](https://x.com/PersimmonTI/status/1978627519751282879) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-16T01:02Z 10.2K followers, 1202 engagements


"my favorite time of year and have learned to never judge a persimmon by its cover "  
[X Link](https://x.com/PersimmonTI/status/1978261793534312852) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-15T00:49Z 10.2K followers, 1779 engagements


"$BMY x private Orbital $1.5B cash. The second recent private deal in vivo CAR T player in autoimmune disease after: $ABBV x Capstan earlier this year. @NatRevDrugDisc for more on the space see $SANA (though lentiviral) $xbi"  
[X Link](https://x.com/PersimmonTI/status/1976609398102384903) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-10T11:22Z 10.2K followers, 5640 engagements


"$NKTR Completely orthogonal but This is what can happen at jury trial and if this can happen over talcum powder Well what do we think a jury will make of $LLY obfuscation I happen to think they would want to make: an example"  
[X Link](https://x.com/PersimmonTI/status/1975717534839038404) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-08T00:19Z 10.2K followers, 11.2K engagements


"Scarcity value thy name is $GPCR"  
[X Link](https://x.com/PersimmonTI/status/1975201795724222829) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-06T14:09Z 10.2K followers, 2342 engagements


"$IMAB We doing short talks now Okay well I guess Im here for it:"  
[X Link](https://x.com/PersimmonTI/status/1978058777094983742) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-14T11:22Z 10.2K followers, 1626 engagements


"$ACAD Refreshing directness and clarity in $ACAD PR about ACP-101 failure in PWS. True that they didnt have much to work with though: $SLNO"  
[X Link](https://x.com/PersimmonTI/status/1970807863435313523) [@PersimmonTI](/creator/x/PersimmonTI) 2025-09-24T11:09Z 10.2K followers, 4423 engagements


"$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) [@PersimmonTI](/creator/x/PersimmonTI) 2025-09-20T20:16Z 10.2K followers, 2619 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) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T23:30Z 10.2K followers, 8372 engagements


"$CATX For those who would like to sift through courtesy @nature cancer some cues as to why I think its good to keep things in Perspective headed into ESMO: "  
[X Link](https://x.com/PersimmonTI/status/1977692393777299744) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T11:06Z 10.2K followers, 1967 engagements


"$MDGL Added to my Madrigal position recently. Again have liked it and been long for a while mgmt doesnt get much better than Sibold imo. But the all-or-nothing buyout speculation wasnt/isnt constructive with $MDGL. Let resmetirom keep cooking and let come what may"  
[X Link](https://x.com/PersimmonTI/status/1977407483686830527) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-12T16:14Z 10.2K followers, 4556 engagements


"$PFE $xbi During $MTSR acquisition update call $PFE again guiding to $15B total allocation for M&A and here is the current breakdown: $2B 3Sbio PD1 x VEGF (oncology) $4.9B $MTSR obesity/cardio Which leaves $8B of firepower with as yet unaddressed key therapeutic areas of: vaccines (maybe $CDTX) I&I (maybe $KYMR $NKTR) "  
[X Link](https://x.com/PersimmonTI/status/1972494055977156931) [@PersimmonTI](/creator/x/PersimmonTI) 2025-09-29T02:50Z 10.2K followers, 8582 engagements


"Think that the $NVDA $AMD dynamic is actually bullish $xbi. 🧐"  
[X Link](https://x.com/PersimmonTI/status/1975163651469291957) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-06T11:38Z 10.2K followers, 2230 engagements


"$MEIP Very bullish $xbi"  
[X Link](https://x.com/PersimmonTI/status/1967273032663343537) [@PersimmonTI](/creator/x/PersimmonTI) 2025-09-14T17:03Z 10.2K followers, 2744 engagements


"@nociFTW Maybe they should merge with $GLPG"  
[X Link](https://x.com/PersimmonTI/status/1978607904086192626) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-15T23:44Z 10.2K followers, XXX engagements


"$ADCT Nice private placement and much needed:"  
[X Link](https://x.com/PersimmonTI/status/1977699671599353978) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-13T11:35Z 10.2K followers, 2039 engagements


"are we not allowed to italicize and/or bold anymore elon"  
[X Link](https://x.com/PersimmonTI/status/1977467256100577291) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-12T20:11Z 10.2K followers, 2433 engagements


"$NKTR its absolutely nothing folks trust me"  
[X Link](https://x.com/PersimmonTI/status/1979237040303595576) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-17T17:24Z 10.2K followers, 9574 engagements


"$RCUS $xbi Arcus (and $GILD) saying hold up just a minute to the TIGIT is dead thesis. No true control arm in this (puzzling) EDGE series of Phase 2s but these results are promising in cross-trial comparison to current standard of care in 1L gastric cancer CheckMate-649: Domvanalimab + zimberelimab + chemo with a XXXX mo. mOS and a XX% ORR Nivolumab + chemo with XXXX mo. mOS and a XX% ORR. Promising delta though caveat small N and no control. But note that a comparison to Nivolumab is coming in STAR-221"  
[X Link](https://x.com/PersimmonTI/status/1977521449272218106) [@PersimmonTI](/creator/x/PersimmonTI) 2025-10-12T23:47Z 10.2K followers, 6065 engagements