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

Persimmon Tree Investments posts on X about $xbi, $lly, $mrk, $bbio the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [-------] +56%
- [--] Month [-------] -23%
- [--] Months [----------] +741%
- [--] Year [----------] +1,125%

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

- [--] Month [---] -23%
- [--] Months [-----] +23%
- [--] Year [-----] +228%

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

- [--] Week [------] +0.20%
- [--] Month [------] +0.86%
- [--] Months [------] +12%
- [--] Year [------] +23%

### CreatorRank: [-------] [#](/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)  50.63% [finance](/list/finance)  17.09% [technology brands](/list/technology-brands)  3.16% [cryptocurrencies](/list/cryptocurrencies)  3.16% [currencies](/list/currencies)  3.16% [countries](/list/countries)  2.53% [social networks](/list/social-networks)  1.9% [vc firms](/list/vc-firms)  1.27% [automotive brands](/list/automotive-brands)  1.27% [celebrities](/list/celebrities)  0.63%

**Social topic influence**
[$xbi](/topic/$xbi) #3, [$lly](/topic/$lly) #100, [$mrk](/topic/$mrk) #53, [$bbio](/topic/$bbio) #3, [$cytk](/topic/$cytk) #8, [$nktr](/topic/$nktr) #7, [$nvo](/topic/$nvo) #226, [$pfe](/topic/$pfe) #235, [$bmy](/topic/$bmy) 5.7%, [$nvs](/topic/$nvs) 5.06%

**Top accounts mentioned or mentioned by**
[@biopharmiq](/creator/undefined) [@shortseller](/creator/undefined) [@biohazard3737](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@wsj](/creator/undefined) [@jacobplieth](/creator/undefined) [@pcmbio](/creator/undefined) [@biotechch](/creator/undefined) [@octopusking77](/creator/undefined) [@biospace](/creator/undefined) [@laurenthomas](/creator/undefined) [@usfdas](/creator/undefined) [@hhsogc](/creator/undefined) [@natrevdrugdisc](/creator/undefined) [@axios](/creator/undefined) [@nature](/creator/undefined) [@naturebiotech](/creator/undefined) [@nolastevedore](/creator/undefined) [@jfais20](/creator/undefined) [@bertrandbio](/creator/undefined)

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [Merck & Co., Inc. (MRK)](/topic/$mrk) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Novartis AG (NVS)](/topic/$nvs) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Johnson & Johnson (JNJ)](/topic/$jnj) [Abivax SA (ABVX)](/topic/$abvx) [Synthetify (SNY)](/topic/$sny) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [AstraZeneca PLC (AZN)](/topic/$azn) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Oric Pharmaceuticals, Inc. (ORIC)](/topic/$oric) [Amgen, Inc. (AMGN)](/topic/$amgn) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [AbbVie Inc (ABBV)](/topic/$abbv) [ALX Oncology Holdings Inc (ALXO)](/topic/$alxo) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Seagen Inc (SGEN)](/topic/$sgen) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Immunogen Inc (IMGN)](/topic/$imgn) [Verve Therapeutics Inc. (VERV)](/topic/$verv) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Pyxis Oncology, Inc. (PYXS)](/topic/$pyxs) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Vertex Protocol (VRTX)](/topic/$vrtx) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Incyte Corporation (INCY)](/topic/$incy) [Arcus Biosciences, Inc. (RCUS)](/topic/$rcus) [Moderna Inc (MRNA)](/topic/$mrna) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [uniQure N.V. (QURE)](/topic/$qure)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BNTX x $CVAC Fascinating further information on BioNTechs if youre worried about beating them buy them decision re: $CVAC purchase: $BNTX x $CVAC BioNTech buys the IP: $xbi https://t.co/xgy0uPbdn4 $BNTX x $CVAC BioNTech buys the IP: $xbi https://t.co/xgy0uPbdn4"  
[X Link](https://x.com/PersimmonTI/status/1954179417602715890)  2025-08-09T13:54Z 10.9K followers, 12.9K engagements


"$MRK $xbi Merck CEO Rob Davis at Morgan Stanley on business development strategy He starts with the usual first in class best in class $0 to $15B mantra looking for a few more in the $VRNA-size wheelhouse but then notes willingness to think bigger if those dont materialize: The $1 to $15 billion that we've been following continues to be our preferred area but we remain open to others if the parameters of value science and all come together in the right way. $INSM would seem to be the obvious choice if $MRK is thinking big . https://twitter.com/i/web/status/1967233417944113197"  
[X Link](https://x.com/PersimmonTI/status/1967233417944113197)  2025-09-14T14:26Z 10.9K followers, [----] engagements


"$KROS 👀 🐑"  
[X Link](https://x.com/PersimmonTI/status/1978409788275896464)  2025-10-15T10:37Z 10.9K followers, [----] engagements


"$bcab trust me bro"  
[X Link](https://x.com/PersimmonTI/status/1990605629904257387)  2025-11-18T02:19Z 10.9K followers, [----] engagements


"ive got a good feeling about $VERV and $RNA. im thinking $LLY and $NVS. Top [--] Hidden-Gem Biotech M&A Candidates: $RNA $KYMR $ACLX $VERV $RLYB $RGNX $DSGN $PMVP $PRAX $WGS https://t.co/Lkf54a6seh Top [--] Hidden-Gem Biotech M&A Candidates: $RNA $KYMR $ACLX $VERV $RLYB $RGNX $DSGN $PMVP $PRAX $WGS https://t.co/Lkf54a6seh"  
[X Link](https://x.com/PersimmonTI/status/1998484020724904215)  2025-12-09T20:04Z 10.9K followers, [----] engagements


"$PYXS As expected selectively presented small N data for MICVO and:"  
[X Link](https://x.com/PersimmonTI/status/2001626762443395457)  2025-12-18T12:13Z 10.9K followers, [----] engagements


"$XBI three recent examples of great clinical trial design(s) (and in some cases analysis): $MLYS $GPCR $OCUL"  
[X Link](https://x.com/PersimmonTI/status/2002804094516527211)  2025-12-21T18:11Z 10.9K followers, [----] engagements


"$XBI William Blairs Top [--] $XBI Stock Picks for 2026: (w/ some editorial commentary) $SPRY onus on ARS for sales growth $KRYS perennial M&A candidate $XENE crowded pick lets see P3 $TERN think its taken out in [--] $EVMN interesting https://www.fiercebiotech.com/biotech/top-5-stock-picks-biotech-2026-william-blair https://www.fiercebiotech.com/biotech/top-5-stock-picks-biotech-2026-william-blair"  
[X Link](https://x.com/PersimmonTI/status/2005302694664348000)  2025-12-28T15:39Z 10.9K followers, 13.4K engagements


"$LLY $NVO $MTSR / $PFE Think that the consensus that were still in the early innings of obesity therapeutics is correct and as the game progresses whats going to become even more important is: Compliance/tolerability/convenience For all the myriad benefits of GLP1s (and weight loss generally) as studies like that recently published in the Lancet show such health benefits only last as long as the weight doesnt. And this is a big issue for GLP1s with the one-year persistence of Wegovy & Zepbound treatment still only in the low 60% range. And two-year persistence on Wegovy is less than 25%."  
[X Link](https://x.com/PersimmonTI/status/2005330157616439308)  2025-12-28T17:29Z 10.9K followers, [----] engagements


"$XBI Go bold or go home. I'm predicting that $MLYS is taken out by $PFE for around $6B likely to be announced pre-JPM26. And if not $PFE $NVO may be the $MLYS suitor. I wouldn't be surprised if $PFE and $NVO are wrangling/angling now a la $MTSR"  
[X Link](https://x.com/PersimmonTI/status/2007603992940151186)  2026-01-04T00:04Z 10.9K followers, 11.2K engagements


"$XBI Another bold (and maybe stupid) prediction: $ORIC is taken out by $JNJ in [----]. - $XBI Go bold or go home. I'm predicting that $MLYS is taken out by $PFE for around $6B likely to be announced pre-JPM26. And if not $PFE $NVO may be the $MLYS suitor. I wouldn't be surprised if $PFE and $NVO are wrangling/angling now a la $MTSR. $XBI Go bold or go home. I'm predicting that $MLYS is taken out by $PFE for around $6B likely to be announced pre-JPM26. And if not $PFE $NVO may be the $MLYS suitor. I wouldn't be surprised if $PFE and $NVO are wrangling/angling now a la $MTSR"  
[X Link](https://x.com/PersimmonTI/status/2007850090275483836)  2026-01-04T16:22Z 10.9K followers, [----] engagements


"$XBI $JNJ on JPM Monday Just a reminder: JPM Mon [----] (1/8/24) $JNJ x $AMAM JPM Mon [----] (1/13/25) $JNJ x $ITCI JPM Mon [----] (1/12/26)  $JNJ kicks things off with a Monday morning JPM presentation and recall $JNJ insistence in $AMAM negotiations deal must close in time for JPM Monday presser $JNJ to Acquire $ITCI Its official. $132 per share; $14.6 billion $xbi https://t.co/yBazPQdUP0 $JNJ to Acquire $ITCI Its official. $132 per share; $14.6 billion $xbi https://t.co/yBazPQdUP0"  
[X Link](https://x.com/PersimmonTI/status/2010007912895095121)  2026-01-10T15:16Z 10.9K followers, 12.7K engagements


"@Biohazard3737 @adamfeuerstein Rev preannounces $DAWN $KURA"  
[X Link](https://x.com/PersimmonTI/status/2010472666516599097)  2026-01-11T22:03Z 10.9K followers, [----] engagements


"$ALNY $52.6B $BBIO $14.89B And $ALNY with an AMVUTTRA quarterly rev miss A new [--] year plan may be needed https://x.com/cloisterres/status/2010473562629660998 https://x.com/cloisterres/status/2010473562629660998"  
[X Link](https://x.com/PersimmonTI/status/2010476731186999445)  2026-01-11T22:19Z 10.8K followers, [----] engagements


"$EBS $xbi Per @biospace former CEO of $EBS faces an insider trading lawsuit brought by NY Attorney General. Note that CEO sold shares via a trading plan put in place by investment advisor but the timing of that plan was such that it still aroused suspicion:"  
[X Link](https://x.com/PersimmonTI/status/2012508725165068508)  2026-01-17T12:54Z 10.9K followers, [----] engagements


"$JANX $BMY Super secret target and interesting given existing $MRK collab. Today announced a collaboration and exclusive worldwide license agreement with $BMY. Under the terms of the agreement the companies will develop an undisclosed novel tumor-activated therapeutic targeting a validated solid tumor antigen expressed across several human cancer types. $JANX may receive up to $50 million in upfront and near-term milestone payments and is eligible to receive development regulatory and commercial milestones up to approximately $800 million in the aggregate. Janux is also entitled to tiered"  
[X Link](https://x.com/PersimmonTI/status/2014310136257421788)  2026-01-22T12:12Z 10.9K followers, [----] engagements


"$OCUL $SNY can wait Even before adding Robinson to the mix Dugel was publicly confident that Ocular had ample expertise to launch Axpaxli. Were very well capitalized to commercialize this product ourselves. We certainly have more expertise in retina than any other company per capita on the planet. So I don't think there's any need whatsoever at this point for partnership or licensing opportunities. We're very well set up to go ahead and do this by ourselves Dugel said at a Jefferies event in November. Ocular expects to publish phase [--] data in wet AMD in the first quarter of [----] and file for"  
[X Link](https://x.com/PersimmonTI/status/2015055090856407312)  2026-01-24T13:32Z 10.9K followers, 10.6K engagements


"$CRVS $SLNO Seems a stretch to (correctly imo) discredit a short report because it grossly mischaracterizes the prevalence and nature of treatment related adverse events which are admittedly present $SLNO To proffering a short thesis in part on the basis of anticipated treatment related adverse events which are to date nowhere to be seen and (imo) will likely not materialize. $CRVS I trust Miller. https://twitter.com/i/web/status/2015131788360794401 https://twitter.com/i/web/status/2015131788360794401"  
[X Link](https://x.com/PersimmonTI/status/2015131788360794401)  2026-01-24T18:37Z 10.9K followers, 10.7K engagements


"$XBI $RVMD $MRK Per @WSJ $MRK is no longer in acquisition talks with Revolution Medicines $RVMD because the parties could not agree on price according to people familiar with the matter. The WSJ says the (previously discussed) deal would have valued Revolution at roughly $30 billion and even though talks stopped discussions could restart and/or another buyer could emerge. $rvmd $mrk $xbi @laurenthomas what the helly https://t.co/exj847CbiI $rvmd $mrk $xbi @laurenthomas what the helly https://t.co/exj847CbiI"  
[X Link](https://x.com/PersimmonTI/status/2015511618315067547)  2026-01-25T19:46Z 10.8K followers, 14.5K engagements


"$ABVX From the Bloomberg Intelligence: Vanguards of Healthcare Podcast hear in Sofinnovas own words how they view their $ABVX investment to some degree the gains and quasi-exit are in the books ( $ABVX sales have locked in some returns going back to the LPs). But in others they retain a board seat and a sizable stake and theyre continuing to back their [--] for [--] jockey Marc de Garidel I mean this year of course and it's not an exit but it's a public huge success. That's $ABVX of course if you think about Abivax was this company that was not doing great for a long time on European public market"  
[X Link](https://x.com/PersimmonTI/status/2015589892072387023)  2026-01-26T00:57Z 10.8K followers, 18K engagements


"$ABVX $AZN $LLY The latest La Lettre: Excerpt below and in full in quoted tweet from Dominick. Note the specificity naming the investment bank Piper Sandler the dates of meeting and the obtaining of copy of banks report. As well the dates of $ABVX interaction with $LLY and $AZN. Also the sale of French/Leon-based Amolyt to $AZN last year for around 1B Sofinnova Partners was also a lead investor there and remember Sofinnova retains a large stake in $ABVX and they share an office building The biotech company Abivax engaged in an educational effort with analysts at the investment bank Piper"  
[X Link](https://x.com/PersimmonTI/status/2015735032493551654)  2026-01-26T10:34Z 10.8K followers, 13.9K engagements


"zerohedge et tu $srpt *SAREPTA: ELEVIDYS SHOWS SIGNIFICANT EFFICACY ON KEY MEASURES *SAREPTA: NO NEW TREATMENT-RELATED SAFETY SIGNALS *SAREPTA: ELEVIDYS SHOWS SIGNIFICANT EFFICACY ON KEY MEASURES *SAREPTA: NO NEW TREATMENT-RELATED SAFETY SIGNALS"  
[X Link](https://x.com/PersimmonTI/status/2015875450992566754)  2026-01-26T19:52Z 10.8K followers, [----] engagements


"Im more interested in how $MRK deploys an $30 billion now but got my $RVMD on this mornings everything must go sale"  
[X Link](https://x.com/PersimmonTI/status/2015891419211182381)  2026-01-26T20:55Z 10.9K followers, [----] engagements


"agreed Adam all you degenerates only want one thing and its disgusting @PersimmonTI https://t.co/t19qviRKh0 @PersimmonTI https://t.co/t19qviRKh0"  
[X Link](https://x.com/PersimmonTI/status/2015892786235486308)  2026-01-26T21:01Z 10.8K followers, [----] engagements


"$CRDF This is a doozy of a back-to-back PR"  
[X Link](https://x.com/PersimmonTI/status/2016122098419196083)  2026-01-27T12:12Z 10.8K followers, [----] engagements


"$CRDF $xbi Some questionable data this morning: - so Onvan at 20mg is basically SoC/control-like but at 30mg ORR jumps but not statistically significantly Thats one way of showing dose response 🙄 - re: PFS Onvans two arms have median PFS numbers that are not yet reached/reportable but through some tortuous wrangling company is giving us hazard ratios on those same data 🧐 - great to see such a comprehensive legend and subscripts for small N data CEO stepped down Tantamount to dismissal effective immediately. And note that interim-CEO (and $CRDF board member) is also a $CTMX board member. ."  
[X Link](https://x.com/PersimmonTI/status/2016130809594339511)  2026-01-27T12:46Z 10.8K followers, [----] engagements


"$CYTK Lets do this: $CYTK announced that MYQORZO (aficamten) is now available for prescription in [--] mg [--] mg [--] mg and [--] mg tablets in the U.S. MYQORZO was recently approved by the U.S. Food and Drug Administration (FDA) for the treatment of adults with symptomatic obstructive hypertrophic cardiomyopathy (oHCM) to improve functional capacity and symptoms. https://twitter.com/i/web/status/2016132456626221500 https://twitter.com/i/web/status/2016132456626221500"  
[X Link](https://x.com/PersimmonTI/status/2016132456626221500)  2026-01-27T12:53Z 10.8K followers, [----] engagements


"Spilled coffee on my lap but Im wearing dark brown trousers. Can no longer tell where it was spilled. Winning"  
[X Link](https://x.com/PersimmonTI/status/2016220929823519009)  2026-01-27T18:45Z 10.8K followers, [----] engagements


"$BBIO could be the next $VRTX"  
[X Link](https://x.com/PersimmonTI/status/2016262546366386202)  2026-01-27T21:30Z 10.9K followers, [----] engagements


"If $ARWR became $VRTX it would be with exactly: [--------------------------------------------------------------------------------------------------------------] shares outstanding. @PersimmonTI That would be $ARWR first. @PersimmonTI That would be $ARWR first"  
[X Link](https://x.com/PersimmonTI/status/2016274313821798763)  2026-01-27T22:17Z 10.9K followers, [----] engagements


"Just what $MRK needed. $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN $MRK intends to acquire a 10% equity stake in Eikon Therapeutics IPO. $EIKN"  
[X Link](https://x.com/PersimmonTI/status/2016669017738551793)  2026-01-29T00:25Z 10.8K followers, 14K engagements


"sometimes a simple longneck is the ticket"  
[X Link](https://x.com/PersimmonTI/status/2017032238618104161)  2026-01-30T00:28Z 10.9K followers, [----] engagements


"make it stop"  
[X Link](https://x.com/PersimmonTI/status/2017317643519148212)  2026-01-30T19:23Z 10.8K followers, [----] engagements


"$XBI From Bain the [--] keys for [----] Pharma M&A in their eyes: - vertical integration (especially in radiopharma) - next-gen obesity (beyond GLP-1s.) - next-gen ADCs - China"  
[X Link](https://x.com/PersimmonTI/status/2018120343425081443)  2026-02-02T00:32Z 10.9K followers, [----] engagements


"$XBI Another [----] M&A prediction for 2026: $VIR x $GILD (or $SNY); takeout price of $4B. $XBI the M&A Playbook List of my predictions for [----] biopharma acquisitions in no particular order: $GPCR x $MRK $ABVX x $LLY $CTMX x $MRK $CYTK x $NVS $MLYS x $PFE or $NVO $RYTM x $NVO $TERN x $BMY $NKTR x $AMGN $ORIC x $JNJ $SNDX x $INCY $RCUS x $GILD $RVMD x $JNJ $XBI the M&A Playbook List of my predictions for [----] biopharma acquisitions in no particular order: $GPCR x $MRK $ABVX x $LLY $CTMX x $MRK $CYTK x $NVS $MLYS x $PFE or $NVO $RYTM x $NVO $TERN x $BMY $NKTR x $AMGN $ORIC x $JNJ $SNDX x $INCY"  
[X Link](https://x.com/PersimmonTI/status/2018338264009060609)  2026-02-02T14:58Z 10.9K followers, [----] engagements


"$CRVS lets run this shit Miller a mad scientist Maybe. Miller a determined doctor Yes. Miller forthright and honest Definitely"  
[X Link](https://x.com/PersimmonTI/status/2018352270107111860)  2026-02-02T15:54Z 10.9K followers, [----] engagements


"he's not wrong. Shitcos going up 50% on CRL announcement and you are still running LoW nEt instead of max levered long ngmi Shitcos going up 50% on CRL announcement and you are still running LoW nEt instead of max levered long ngmi"  
[X Link](https://x.com/PersimmonTI/status/2018430740858392763)  2026-02-02T21:06Z 10.8K followers, [----] engagements


"$NVO $LLY The pull of pills for the masses Oral Wegovys exceptional early launch could be putting paid to the erstwhile canon that injectables will remain dominant. Payor dynamics and direct to consumer discounting likely also playing a role but this is something to keep an eye on. ( $GPCR ) Also what would this mean for a third to market injectable like $RHHBY / Carmot Or an 11th to market subQ like [----] Over at Evercore ISI Umer Raffats analyst team was even buzzier about the Wegovy pills performance in its first two weeks on the market with Raffat describing the med's early launch"  
[X Link](https://x.com/PersimmonTI/status/2018487061754380373)  2026-02-03T00:49Z 10.9K followers, [----] engagements


"How about $HIMS New reporting out: @US_FDAs crackdown on direct-to-consumer drug ads is having a big impact. And were just getting started. https://t.co/KP9hAdoktW New reporting out: @US_FDAs crackdown on direct-to-consumer drug ads is having a big impact. And were just getting started. https://t.co/KP9hAdoktW"  
[X Link](https://x.com/PersimmonTI/status/2018487582565290179)  2026-02-03T00:51Z 10.8K followers, [----] engagements


"$xbi gotta catch em all Cowen's 1Q26 catalyst watchlist with expected moves $XBI $BBC https://t.co/Bdft3LFfEk Cowen's 1Q26 catalyst watchlist with expected moves $XBI $BBC https://t.co/Bdft3LFfEk"  
[X Link](https://x.com/PersimmonTI/status/2018748600965279859)  2026-02-03T18:09Z 10.8K followers, [----] engagements


"everyone retreating to the safety of $xbi investing i see. #safehaven"  
[X Link](https://x.com/PersimmonTI/status/2018794984921833866)  2026-02-03T21:13Z 10.9K followers, [----] engagements


"$CRDF $PYXS New leadership for both new leadership was needed for both"  
[X Link](https://x.com/PersimmonTI/status/2018813802591256582)  2026-02-03T22:28Z 10.9K followers, [----] engagements


"bring on the Clintons Trump says time to turn the page on Epstein scandal Trump says time to turn the page on Epstein scandal"  
[X Link](https://x.com/PersimmonTI/status/2018823093448511829)  2026-02-03T23:05Z 10.8K followers, [----] engagements


"it was the worst of times $nvo it was the best of times $lly"  
[X Link](https://x.com/PersimmonTI/status/2019017821049770342)  2026-02-04T11:58Z 10.9K followers, [----] engagements


"take them down all of them a purge is the way x"  
[X Link](https://x.com/PersimmonTI/status/2019224516459728955)  2026-02-05T01:40Z 10.8K followers, [----] engagements


"$XBI Days like this could be a rude awakening to those recently in biopharma. Veterans know that these days too are part of the equation often a large part. Theres nothing to do but accept it as a thing to be expected or to move on to other pastures. But remember the M&A call option is ever present and $xbi prices in the eyes of Pharma at least are looking better https://twitter.com/i/web/status/2019546100189843874 https://twitter.com/i/web/status/2019546100189843874"  
[X Link](https://x.com/PersimmonTI/status/2019546100189843874)  2026-02-05T22:58Z 10.8K followers, [----] engagements


"Ive followed the beast for a long time since well before I was active on Twitter. Agree with him here. Im long $VIR $VIR (I'm long) has catalysts ahead. February: Updated data at ASCO GU for PSMAxCD3 T-cell engager in prostate cancer. H2'26: Updated data for a second HER2XCD3 TCE Q4'26: Data from ECLIPSE [--] a phase [--] trial in Hepatitis delta Q1'27: Data from ECLIPSE [--] and [--]. $VIR (I'm long) has catalysts ahead. February: Updated data at ASCO GU for PSMAxCD3 T-cell engager in prostate cancer. H2'26: Updated data for a second HER2XCD3 TCE Q4'26: Data from ECLIPSE [--] a phase [--] trial in Hepatitis"  
[X Link](https://x.com/PersimmonTI/status/2019761202994257947)  2026-02-06T13:12Z 10.9K followers, [----] engagements


"glad for gline"  
[X Link](https://x.com/PersimmonTI/status/2019762387675500673)  2026-02-06T13:17Z 10.8K followers, [----] engagements


"$xbi think its a great time to have some capital to deploy 🤔 💴"  
[X Link](https://x.com/PersimmonTI/status/2019763637712257316)  2026-02-06T13:22Z 10.8K followers, [----] engagements


"he made that utterly vile post to distract from other utter utter vileness condemn it all but dont be distracted"  
[X Link](https://x.com/PersimmonTI/status/2019860946814984368)  2026-02-06T19:49Z 10.9K followers, [----] engagements


"@Biohazard3737 No. Next question"  
[X Link](https://x.com/PersimmonTI/status/2019881906792272098)  2026-02-06T21:12Z 10.8K followers, [----] engagements


"$HIMS $LLY $NVO gtfo Hims Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions"  
[X Link](https://x.com/PersimmonTI/status/2019885697230913603)  2026-02-06T21:27Z 10.9K followers, 12.3K engagements


"the Washington Post dies in Bezos I am part of the mass layoffs at the Washington Post. I am sad and angry. We all want to keep doing the work. But for now I want to document a reality of being in journalism today. https://t.co/Xzrq6HhiP7 I am part of the mass layoffs at the Washington Post. I am sad and angry. We all want to keep doing the work. But for now I want to document a reality of being in journalism today. https://t.co/Xzrq6HhiP7"  
[X Link](https://x.com/PersimmonTI/status/2019888200366407753)  2026-02-06T21:37Z 10.8K followers, [----] engagements


"$HIMS is a parasitic leach on the back of biopharma innovation that clothes itself in grandiloquent words of power to the people while its C-Suite exploits those same masses to unjustly enrich themselves. this should not be $HIMS $LLY $NVO gtfo Hims $HIMS $LLY $NVO gtfo Hims"  
[X Link](https://x.com/PersimmonTI/status/2019890526921617545)  2026-02-06T21:46Z 10.9K followers, [----] engagements


"$BBIO in a nutshell: $PFE pulled Euro patent upon revocation so that it could not set legal precedent by moving to a court ruling; Bourla sandbagging in earnings CC the day before to set expectations of generics for Vynda in [----]. But think that $PFE has every intention to very zealously defend patents in U.S. to the utmost and wont allow EU court precedent to do anything to muddy the U.S. waters. Would rather concede the less lucrative EU market and gird loins for the U.S. patent defense to follow. https://twitter.com/i/web/status/2019952825036390872"  
[X Link](https://x.com/PersimmonTI/status/2019952825036390872)  2026-02-07T01:54Z 10.9K followers, [----] engagements


"$ARWR ception $ARWR $ARWR"  
[X Link](https://x.com/PersimmonTI/status/2020257005487943785)  2026-02-07T22:02Z 10.9K followers, [----] engagements


"$HIMS i think that stakeholders across the industry = office of general counsel & possibly DoJ Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain"  
[X Link](https://x.com/PersimmonTI/status/2020260619535147021)  2026-02-07T22:17Z 10.9K followers, [----] engagements


"a purely anecdotal story shared for no reason at all: a few years ago i hired someone for an executive level position. it was a hire based on need and motivated in part by desperation. after he started it became quite clear that he was not the right fit for my company his mentality attitude work ethic and perhaps most of all his integrity were questionable. i decided to try to make the best of it for a while thinking in part what would the board think with such a quick transition/turnover if i make a termination decision so quickly making the best of it stretched from months to years as i"  
[X Link](https://x.com/PersimmonTI/status/2020532833874239550)  2026-02-08T16:19Z 10.9K followers, [----] engagements


"today i am puerto rican"  
[X Link](https://x.com/PersimmonTI/status/2020675005755912658)  2026-02-09T01:43Z 10.9K followers, [----] engagements


"@adamfeuerstein pls dm me adam"  
[X Link](https://x.com/PersimmonTI/status/2020680080859803989)  2026-02-09T02:04Z 10.9K followers, [----] engagements


"$HIMS Commercial just aired and a question is Dudum one of those disparaged wealthy people and if so did he become one by selling $HIMS stock to retail"  
[X Link](https://x.com/PersimmonTI/status/2020699481235435775)  2026-02-09T03:21Z 10.8K followers, [----] engagements


"$LLY acquires (private) Orna Tx For approx $2.4B inclusive of CVR-likes. Another LNP/RNA in-vivo CAR-T player taken off the board: $xbi $BMY x private Orbital $1.5B cash. The second recent private deal in vivo CAR T player in autoimmune disease after: $ABBV x Capstan earlier this year. @NatRevDrugDisc for more on the space see $SANA (though lentiviral) $xbi https://t.co/WSlOK1xl1P $BMY x private Orbital $1.5B cash. The second recent private deal in vivo CAR T player in autoimmune disease after: $ABBV x Capstan earlier this year. @NatRevDrugDisc for more on the space see $SANA (though"  
[X Link](https://x.com/PersimmonTI/status/2020832270257696960)  2026-02-09T12:08Z 10.9K followers, [----] engagements


"$NKTR Lots to discuss: 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively. Meaningful improvement in responses observed across key efficacy endpoints at week [--] with both monthly and quarterly dosing including an up to 5-fold increase in EASI-100 response rates. Favorable safety profile consistent with previously reported results for rezpegaldesleukin. Durability of maintained response rates supports advancement to pivotal Phase [--] program evaluating both monthly and quarterly maintenance"  
[X Link](https://x.com/PersimmonTI/status/2021195907824337393)  2026-02-10T12:13Z 10.9K followers, [----] engagements


"$NKTR its a new dog and itll hunt: $NKTR Lots to discuss: 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively. Meaningful improvement in responses observed across key efficacy endpoints at week [--] with https://t.co/Qh14z7MK66 $NKTR Lots to discuss: 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively. Meaningful improvement in responses observed across key efficacy endpoints at week 52"  
[X Link](https://x.com/PersimmonTI/status/2021199991587602797)  2026-02-10T12:30Z 10.9K followers, 11.2K engagements


"im glad for Twitter in a way that i hadnt anticipated a steady pressure of investigation mainstream media may forget but Twitter isnt going away a steady stream building to titanic momentum out with it its a matter of a nations decency and reason for being"  
[X Link](https://x.com/PersimmonTI/status/2021349256255398094)  2026-02-10T22:23Z 10.9K followers, [----] engagements


"$MRNA 👀 $CDTX"  
[X Link](https://x.com/PersimmonTI/status/2021380600548999462)  2026-02-11T00:27Z 10.9K followers, [----] engagements


"$ABVX oh brother. not this again"  
[X Link](https://x.com/PersimmonTI/status/2021682336920678846)  2026-02-11T20:26Z 10.9K followers, [----] engagements


"$XBI Its official $LLY x $VTYX $14/share $1.2B (and price action confirms my suspicion that no one knew nuthin about the final price)"  
[X Link](https://x.com/PersimmonTI/status/2009015147252293952)  2026-01-07T21:31Z 10.9K followers, [----] engagements


"this is fucking insane and it must be stopped WE must stop it this is Not who we are"  
[X Link](https://x.com/anyuser/status/2015262529463693610)  2026-01-25T03:16Z 10.9K followers, [----] engagements


"$NKTR Nektar prices secondary offering and some thoughts: - quite quick with the pricing just more than one day since announcing the secondary which speaks to strong demand. - upsized at $460mm inclusive of fully allotted greenshoe as opposed to the previously PRed $450mm. - strong pricing at $58/share and with prefunded warrants suggesting that some institutional buyers want to take existing stakes above 5% of total outstanding. Overall positive news and should portend continued $NKTR strength. $xbi $NKTR Cash it up with a well-priced secondary offering $450mm inclusive of greenshoe if fully"  
[X Link](https://x.com/PersimmonTI/status/2021797063080526183)  2026-02-12T04:02Z 10.9K followers, 16.5K engagements


"$BBIO and this in particular is big: $BBIO $XBI Infigratinib with home run data: BridgeBio Reports Positive Phase [--] Topline Results for Oral Infigratinib with the First Statistically Significant Improvements in Body Proportionality in Achondroplasia - NDA and MAA submissions planned in second half of [----] for https://t.co/hpo7DVu9ih $BBIO $XBI Infigratinib with home run data: BridgeBio Reports Positive Phase [--] Topline Results for Oral Infigratinib with the First Statistically Significant Improvements in Body Proportionality in Achondroplasia - NDA and MAA submissions planned in second half of"  
[X Link](https://x.com/PersimmonTI/status/2021927618736435552)  2026-02-12T12:41Z 10.9K followers, 10.1K engagements


"a legal technicality because a warrant even a prefunded warrant must have some non-zero exercise price to be a warrant. So here the exercise price for $NKTR prefunded warrant to convert into a share is: $0.0001. And the warrant purchase price is $57.9999 The sum of the two must equal $58 the offerings share price. https://twitter.com/i/web/status/2022429422377140531 https://twitter.com/i/web/status/2022429422377140531"  
[X Link](https://x.com/PersimmonTI/status/2022429422377140531)  2026-02-13T21:55Z 10.9K followers, [----] engagements


"the dirty little secret of utilizing ChatGPT/Gemini/Claude is that: there is no secret. It is work working with AI just amplified work. you only get something worthwhile if you put in something worthwhile"  
[X Link](https://x.com/PersimmonTI/status/2022431235545645181)  2026-02-13T22:02Z 10.9K followers, [----] engagements


"whos got better beef $ASND v $BBIO or $EYPT v $OCUL"  
[X Link](https://x.com/PersimmonTI/status/2022443208840745363)  2026-02-13T22:50Z 10.9K followers, [----] engagements


"$xbi two orthogonal $O s different of TA and indications but with intriguing similarities of approach each with my attention in bioland"  
[X Link](https://x.com/PersimmonTI/status/2020554560025043064)  2026-02-08T17:45Z 10.9K followers, [----] engagements


"$bbio love the non-PR shock drop too"  
[X Link](https://x.com/PersimmonTI/status/2021928401028968525)  2026-02-12T12:44Z 10.9K followers, [----] engagements


"$BBIO should be up much more will be up much more $BBIO and this in particular is big: https://t.co/UIeels26IB $BBIO and this in particular is big: https://t.co/UIeels26IB"  
[X Link](https://x.com/PersimmonTI/status/2021929537689588219)  2026-02-12T12:49Z 10.9K followers, [----] engagements


"$XBI $XOMA the undertaker: $HLVX $LVTX"  
[X Link](https://x.com/PersimmonTI/status/1952332561599930594)  2025-08-04T11:35Z 10.9K followers, [----] engagements


"$ALXO Combination of evorpacept plus rituximab and lenalidomide (R2) generated complete responses (CR) in 92% of patients with untreated indolent non-Hodgkin lymphoma (iNHL) comparing favorably to an approximate 50% historical CR rate for R2 alone"  
[X Link](https://x.com/PersimmonTI/status/1998002058352288182)  2025-12-08T12:09Z 10.9K followers, [----] engagements


"$OCUL La Lettre rumor re: $SNY interest: "The French pharma group and CEO Paul Hudson are readying a sweetened bid for Ocular Therapeutix. An earlier offer of $16 a share was turned down by the US biotech's board.""  
[X Link](https://x.com/PersimmonTI/status/2011777393305010642)  2026-01-15T12:28Z 10.9K followers, [----] engagements


"$XBI the M&A Playbook List of my predictions for [----] biopharma acquisitions in no particular order: $GPCR x $MRK $ABVX x $LLY $CTMX x $MRK $CYTK x $NVS $MLYS x $PFE or $NVO $RYTM x $NVO $TERN x $BMY $NKTR x $AMGN $ORIC x $JNJ $SNDX x $INCY $RCUS x $GILD $RVMD x $JNJ $VERA x $SNY https://twitter.com/i/web/status/2017708876510982549 https://twitter.com/i/web/status/2017708876510982549"  
[X Link](https://x.com/PersimmonTI/status/2017708876510982549)  2026-01-31T21:17Z 10.9K followers, 18.8K engagements


"$BBIO $xbi The recently revived FDA Rare Pediatric Disease Priority Review Voucher Program could prove to be a boon for Bridge Bio: - BBP-418 (LGMD2I/R9) has Rare Pediatric Disease Designation and if approved BridgeBio may qualify for a PRV. - infigratinib (achondroplasia) has also received Rare Pediatric Disease Designation and if approved BridgeBio may qualify for a PRV. If $BBIO doesnt use any potential PRVs to speed development of its own pipeline they would be a good source of non-dilutive capital in a time when supply/demand dynamics are increasing the purchase price of such"  
[X Link](https://x.com/PersimmonTI/status/2019928366057460023)  2026-02-07T00:17Z 10.9K followers, [----] engagements


"$BBIO $XBI Infigratinib with home run data: BridgeBio Reports Positive Phase [--] Topline Results for Oral Infigratinib with the First Statistically Significant Improvements in Body Proportionality in Achondroplasia - NDA and MAA submissions planned in second half of [----] for achondroplasia; oral infigratinib is the only therapeutic option in development for achondroplasia to have Breakthrough Therapy Designation from the FDA - Given the strength of these data BridgeBio plans to accelerate the development of oral infigratinib in hypochondroplasia and is enrolling the observational run-in for the"  
[X Link](https://x.com/PersimmonTI/status/2021926695771476311)  2026-02-12T12:37Z 10.9K followers, [----] engagements


"$STRO per usual the price discovery on these secondary offering prices is top notch. but beyond that $110mm on offer which would nearly double the market cap of this microcap which is still currently at negative EV and some heavy hitters underwriting the secondary indicating that this could be so core and not at all sheepish $XBI I dont participate in the biotech pick em but if I did my pick this year would have been: $STRO $XBI I dont participate in the biotech pick em but if I did my pick this year would have been: $STRO"  
[X Link](https://x.com/PersimmonTI/status/2021205327702560940)  2026-02-10T12:51Z 10.9K followers, [----] engagements


"$MDGL goes to China again: $60mm from $MDGL upfront and up to $4.4b in biobucks for: Exclusive global license agreement with Suzhou Ribo Life Science Co. Ltd. (Ribo) and its subsidiary Ribocure Pharmaceuticals AB (Ribocure) for six preclinical small interfering RNA (siRNA) programs. siRNAs offer a precision approach to gene silencing in MASH by selectively reducing the production of disease-driving proteins. $MDGL Madrigal goes to China for its pipeline expansion in-licensing an oral GLP-1 an orfoglipron derivative for $120mm upfront up to $2 billion in biobucks. With goal for once daily oral"  
[X Link](https://x.com/PersimmonTI/status/2021543248901140961)  2026-02-11T11:14Z 10.9K followers, [----] engagements


"$GPCR Per @axios Structure $GPCR could be pharmas next buyout candidate: https://www.axios.com/pro/biotech-deals/2026/01/30/structure-therapeutics-pharmas-next-buyout-glp1 https://www.axios.com/pro/biotech-deals/2026/01/30/structure-therapeutics-pharmas-next-buyout-glp1"  
[X Link](https://x.com/PersimmonTI/status/2017659464736784745)  2026-01-31T18:01Z 10.9K followers, [----] engagements


"$XBI $VERV $PSTX $MGTX $SGMO $ADVM Dealmaking focuses on bright spots in the cell and gene therapy landscape @nature biopharma dealmakers with a very interesting piece about positives in the otherwise difficult cell and gene therapy space: Dealmakers interest in some niches in the field has intensified and merger and acquisition (M&A) deal value in [----] is now already the highest since [----] with key trends of the past [--] months including: - in vivo CAR-T - LNP delivery platforms - expanding selective AAV targets $XBI $GILD Pregene $JNJ Kelonia $BMY Orbital $ABBV Capstan An interesting piece"  
[X Link](https://x.com/PersimmonTI/status/2000224332950175929)  2025-12-14T15:20Z 10.9K followers, [----] engagements


"have a really good feeling about $VTYX. im thinking $LLY just might have interest Day of week all [--] comm'l-stage oncology (26) & non M&A exits were announced (bios w/1st appr since 1/1/13 so no $CELG $SGEN etc) Monday was the most popular day (62% in oncology) followed by Wed Our guess on next M&A candidates $SNDX $ARWR $CYTK $VKTX $XERS $TERN $VTYX $XBI https://t.co/uvY8kuTvM2 Day of week all [--] comm'l-stage oncology (26) & non M&A exits were announced (bios w/1st appr since 1/1/13 so no $CELG $SGEN etc) Monday was the most popular day (62% in oncology) followed by Wed Our guess on next M&A"  
[X Link](https://x.com/PersimmonTI/status/2018637289312911508)  2026-02-03T10:46Z 10.9K followers, [----] engagements


"$NKTR whats to discuss"  
[X Link](https://x.com/PersimmonTI/status/2020981265487237606)  2026-02-09T22:00Z 10.9K followers, 22.9K engagements


"$SNY Hudson out as CEO at Sanofi. Current CEO of German Merck to head in. French drugmaker Sanofi abruptly ousted its CEO Paul Hudson on Thursday underscoring rising pressure from U.S. vaccine headwinds and a stalled turnaround since he took the reins in [----] to replace blockbuster drugs. https://t.co/hvSsGqYl65 https://t.co/hvSsGqYl65 French drugmaker Sanofi abruptly ousted its CEO Paul Hudson on Thursday underscoring rising pressure from U.S. vaccine headwinds and a stalled turnaround since he took the reins in [----] to replace blockbuster drugs. https://t.co/hvSsGqYl65"  
[X Link](https://x.com/PersimmonTI/status/2021914263002976468)  2026-02-12T11:48Z 10.9K followers, [----] engagements


"$BBIO $ASND"  
[X Link](https://x.com/PersimmonTI/status/2021933133004709934)  2026-02-12T13:03Z 10.9K followers, [----] engagements


"$NKTR Closing of Public Offering Including Full Exercise of Underwriters' Option to Purchase Additional Shares. The full $460mm and from pricing of the secondary on Wednesday night to closing of the secondary by Friday at the close These shares were in heavy demand and $NKTR share price strength shows it $NKTR Nektar prices secondary offering and some thoughts: - quite quick with the pricing just more than one day since announcing the secondary which speaks to strong demand. - upsized at $460mm inclusive of fully allotted greenshoe as opposed to the previously PRed https://t.co/DVjNUvya5c"  
[X Link](https://x.com/PersimmonTI/status/2022424187231433193)  2026-02-13T21:34Z 10.9K followers, 10.9K engagements


"$xbi @wsj the pressure to make a move rises back to business means back to rules & predictability $qure reversal $mrna refusal $iron bait/switch on a commisoners PRV these are each anathema to the business of making important decisions about future plans. We need adults. The WSJ Editorial Board weighs in: Its hard to recall a regulator who has done as much damage to medical innovation in as little time as Vinay Prasad. In his latest drive-by shooting the leader of the Food and Drug Administrations vaccine division rejected Moderna s mRNA flu The WSJ Editorial Board weighs in: Its hard to"  
[X Link](https://x.com/PersimmonTI/status/2022479089953624463)  2026-02-14T01:12Z 10.9K followers, [----] engagements


"On $AMGN acquisitional interest in the renal space: $RETA - $6.2 bil mcap - Alport Syndrome US incidence: 30-60k. $AUPH - $2.1 bil mcap - Lupus Nephritis US incidence: [---] million. 🤔🧐"  
[X Link](https://x.com/anyuser/status/1223442103574896642)  2020-02-01T03:05Z 10.9K followers, [--] engagements


"Bispecifics the Rise of: $MRK $AFMD $AMGN $GMAB $ALPN etc. The bispecific brigade continues to mount: https://www.fiercebiotech.com/biotech/merck-kgaa-picks-up-another-anticancer-bispecific-from-f-star https://www.fiercebiotech.com/biotech/merck-kgaa-picks-up-another-anticancer-bispecific-from-f-star"  
[X Link](https://x.com/PersimmonTI/status/1284939148785311750)  2020-07-19T19:52Z 10.9K followers, [--] engagements


"$AZN Soriot continues to put money where his mouth is with respect to M&A. $CINC acquisition most recent consummated example But wonder if the A in $ALBO tale of the tape was for AstraZeneca"  
[X Link](https://x.com/PersimmonTI/status/1619386846445965314)  2023-01-28T17:28Z 10.9K followers, [----] engagements


"$MREO $RARE earnings call Setrusumab P2 data are in and in the process of being evaluated. $RARE expects to release data soon. Emil continues to express confidence in the dual mechanism of the Tx and P2 data are meant to elucidate & optimize the dosing"  
[X Link](https://x.com/PersimmonTI/status/1654274056131051523)  2023-05-04T23:57Z 10.9K followers, [----] engagements


"@nolastevedore @jfais20 Seems like the corollary would be: $CRVS could be to ITK what $PCYC was to BTK. $ARQL came to BTK later wasnt the original. But poetic that $MRK bought $ARQL for $2.7 billion after giving away ibrutinib for $1000"  
[X Link](https://x.com/PersimmonTI/status/1656857803347165185)  2023-05-12T03:04Z 10.9K followers, [----] engagements


"@JacobPlieth Should have turned to Abingworth for part of the purchase price $immu"  
[X Link](https://x.com/PersimmonTI/status/1763178539094815006)  2024-02-29T12:24Z 10.9K followers, [---] engagements


"@JacobPlieth @BertrandBio Abingworth"  
[X Link](https://x.com/PersimmonTI/status/1793238774350008476)  2024-05-22T11:13Z 10.9K followers, [---] engagements


"@PCM_bio dont disagree. If CHMP had some reservations about OGSIVEO well then"  
[X Link](https://x.com/PersimmonTI/status/1915521778237034817)  2025-04-24T21:42Z 10.9K followers, [---] 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 https://twitter.com/i/web/status/1919017099554328763 https://twitter.com/i/web/status/1919017099554328763"  
[X Link](https://x.com/PersimmonTI/status/1919017099554328763)  2025-05-04T13:11Z 10.9K followers, [----] 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"  
[X Link](https://x.com/PersimmonTI/status/1928833876719284257)  2025-05-31T15:20Z 10.9K followers, [----] engagements


"$PFE Who knows maybe Pfizer got themselves a steal of a deal with 3SBio $BNTX $BMY PDL1 x VEGF(A) co development and co-commercialization deal. And wow $1.5 billion upfront with $2 billion Non-Contingent annual payments to $BNTX until [----]. Interesting deal structure huge bucks $SMMT $TIL $CMPX $xbi https://t.co/vxo6hluaa9 $BNTX $BMY PDL1 x VEGF(A) co development and co-commercialization deal. And wow $1.5 billion upfront with $2 billion Non-Contingent annual payments to $BNTX until [----]. Interesting deal structure huge bucks $SMMT $TIL $CMPX $xbi https://t.co/vxo6hluaa9"  
[X Link](https://x.com/PersimmonTI/status/1929497274914128057)  2025-06-02T11:16Z 10.9K followers, [----] 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) . $PFE $xbi Pfizer on current business development capacity and priorities: $13 billion allocated which includes a $2 billion drawdown for 3Sbio deal. Likely several smaller deals versus one large one. Areas of interest unchanged: oncology vaccines internal medicine"  
[X Link](https://x.com/PersimmonTI/status/1972494055977156931)  2025-09-29T02:50Z 10.9K followers, [----] 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)  2025-10-08T13:52Z 10.9K followers, [----] 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) $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. https://t.co/zPusPBu8sb $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. https://t.co/zPusPBu8sb"  
[X Link](https://x.com/PersimmonTI/status/1977774045622915209)  2025-10-13T16:30Z 10.9K followers, [----] 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 10.9K followers, [----] 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 https://twitter.com/i/web/status/1992247574720372820 https://twitter.com/i/web/status/1992247574720372820"  
[X Link](https://x.com/PersimmonTI/status/1992247574720372820)  2025-11-22T15:03Z 10.9K followers, [----] engagements


"$BAYZF $JNJ $BMY This is very exciting Factor XI inhibition did exactly what it's supposed to do: reduced pathological clotting with no increase in major bleeding This is very exciting Factor XI inhibition did exactly what it's supposed to do: reduced pathological clotting with no increase in major bleeding"  
[X Link](https://x.com/PersimmonTI/status/1992699851033997685)  2025-11-23T21:00Z 10.9K followers, [----] engagements


"@PCM_bio what is $gpcr and what do they do"  
[X Link](https://x.com/PersimmonTI/status/1998166076144963731)  2025-12-08T23:01Z 10.9K followers, [---] engagements


"$RYTM prader well that was a whole lot of nothing"  
[X Link](https://x.com/PersimmonTI/status/1999096705388593169)  2025-12-11T12:39Z 10.9K followers, [----] engagements


"$RYTM These are some quality data Whole lot of explaining for N=18 open label: $RYTM prader well that was a whole lot of nothing $RYTM prader well that was a whole lot of nothing"  
[X Link](https://x.com/PersimmonTI/status/1999097994340114732)  2025-12-11T12:44Z 10.9K followers, [----] engagements


"$rytm $slno Great stuff from BalaBio here: $RYTM theyre calling it the weakest signal of all time https://t.co/FwE4aO9IBf $RYTM theyre calling it the weakest signal of all time https://t.co/FwE4aO9IBf"  
[X Link](https://x.com/PersimmonTI/status/1999190485689160143)  2025-12-11T18:52Z 10.9K followers, [----] engagements


"$XBI Can you believe that: $GERN $ARWR $OMER $CYTK are each now commercial companies with FDA approved treatments merry Christmas friends"  
[X Link](https://x.com/PersimmonTI/status/2004232544498372808)  2025-12-25T16:47Z 10.9K followers, [----] engagements


"$XBI I dont participate in the biotech pick em but if I did my pick this year would have been: $STRO"  
[X Link](https://x.com/PersimmonTI/status/2009036707857920101)  2026-01-07T22:57Z 10.9K followers, 10.7K engagements


"$GPCR $RHHBY Thought this was a super interesting development and under discussed imho https://www.fiercebiotech.com/biotech/3-new-venture-funds-collect-nearly-1b-biotech-us-eu https://www.fiercebiotech.com/biotech/3-new-venture-funds-collect-nearly-1b-biotech-us-eu"  
[X Link](https://x.com/PersimmonTI/status/2010053280764981536)  2026-01-10T18:17Z 10.9K followers, [----] engagements


"$GPCR $xbi Among the interesting aspects of this non exclusive GLP1 patent licensing to $RHHBY: 1) It was for a DANUGLIPRON-derived molecular structure note that $GPCR aleniglipron is orforglipron-based This speaks to the comprehensiveness of Structures patent/research library 2) Take a look at the potential royalty streams for $RHHBY Carmot-acquired GLP1 and combos even at single digit percentage this could be significant revenue streams. And perhaps MOST interesting (to persimmons): 3) Taking care of loose ends such as IP overhangs to bring to a monetizable conclusion is just what a company"  
[X Link](https://x.com/PersimmonTI/status/2011149782639677930)  2026-01-13T18:54Z 10.9K followers, [----] engagements


"$STRO still at negative EV Dont think it will be for long. $xbi $XBI I dont participate in the biotech pick em but if I did my pick this year would have been: $STRO $XBI I dont participate in the biotech pick em but if I did my pick this year would have been: $STRO"  
[X Link](https://x.com/PersimmonTI/status/2013753248532799692)  2026-01-20T23:19Z 10.9K followers, [----] engagements


"$APTO Opaleye Management revealing perhaps the biggest relative move in Aptose position as of 12/31/19: Increasing $APTO stake by 467% to make it their 3rd largest position. 4.24% of overall pfolio 7.37% of company Long $APTO"  
[X Link](https://x.com/anyuser/status/1231651748034551809)  2020-02-23T18:47Z 10.9K followers, [---] engagements


"$TRIL Staying patient here. Not selling a share. [---] updated data are stellar full stop"  
[X Link](https://x.com/anyuser/status/1303710858523160579)  2020-09-09T15:04Z 10.9K followers, [--] engagements


"$TRIL $ALXO -- Trillium Patent Vindicated; Nonobvious and Unexpectedly Superior -- A PTI Thread"  
[X Link](https://x.com/anyuser/status/1343317233573965825)  2020-12-27T22:06Z 10.9K followers, [--] engagements


"The Year of the NK Cell & Innate Immunity The great Uncovering that began in [----] will continue to gather steam Cells: $FATE $AFMD $GMDA $NKTX Checkpoints: $TRIL $ALXO $IMAB $STTK $CRIS ()"  
[X Link](https://x.com/anyuser/status/1347163093739167745)  2021-01-07T12:48Z 10.9K followers, [--] engagements


"$TRIL 13Fs: Point72 (Steve C) initiating w/ [------] shares (0.53% of co.) RTW (Rod Wong) increasing slightly -- (2.44%) Orbimed - more than 2x pos. size -- (3.34%) Avidity - close to 2x pos. size -- (3.6%) Eventide - 50% increase -- (5.39%) and AVORO - 6.54% 👀"  
[X Link](https://x.com/anyuser/status/1361874217604706306)  2021-02-17T03:04Z 10.9K followers, [--] engagements


"$TRIL All the Skvarka doubters Bain doesnt mess around. From pennies to billions. 🥂"  
[X Link](https://x.com/anyuser/status/1429776592016924676)  2021-08-23T12:04Z 10.9K followers, [--] engagements


"$AFMD No cherry picking here. Every. Single. Patient. Refractory to brentuximab vedotin ( $SGEN ) ADCETRIS. Imagine what AFM13+cbNK could do in earlier lines of therapy and potentially in combo with other Txs given its pristine safety Mic drop. $AFMD MDACC and $AFMD allowing themselves a mic drop in PR. All patients refractory to all available therapies. Highest ORR to date in patients with treatment refractory HL to date: https://t.co/UiVnafdOdc $AFMD MDACC and $AFMD allowing themselves a mic drop in PR. All patients refractory to all available therapies. Highest ORR to date in patients with"  
[X Link](https://x.com/anyuser/status/1513194490160418824)  2022-04-10T16:37Z 10.9K followers, [--] engagements


"$MREO - State of Play At present I view $MREO lead candidate with respect to potential for alpha generation as Alvelestat: - $MREO possesses full control of molecule and co is at an important juncture for clin dev partnership to proceed to P3. - though Alvel P2 data"  
[X Link](https://x.com/anyuser/status/1654885473989304321)  2023-05-06T16:26Z 10.9K followers, 37.2K engagements


"He can do the baseline grind a la Novak with a backhand down the line that keeps opponent guessing and brutal and varied forehand. He has the spin game mobility and sheer win every point mentality of Rafa. And the killer instinct the go for the winner dont wait for the loser shotmakers approach of Roger with a forehand that can be flattened with extreme angle. And hes [--] We tennis fans are truly spoiled"  
[X Link](https://x.com/anyuser/status/1680757305250394112)  2023-07-17T01:52Z 10.9K followers, 73.7K engagements


"@nflmemes Lennay Kekua catching a stray for absolutely no reason"  
[X Link](https://x.com/anyuser/status/1706015187910767024)  2023-09-24T18:38Z 10.9K followers, 41.7K engagements


"$MREO The Final PTI Update Will go ahead and make this my final post on $MREO there just isnt much more to be said and the future of this company is in others hands. First a quick note about Fridays price action far more likely than not that its indicative of absolutely nothing. Shares have been manipulated in the past and this could be nothing more than one more chapter in that saga. However for those that look at volume its true that Fridays volume was nothing special but remember volume spikes hard on data or clear/leaked M&A rumors. Price action on average or below average volume on the"  
[X Link](https://x.com/anyuser/status/1718294945264550313)  2023-10-28T15:53Z 10.9K followers, [----] engagements


"$MREO All right folks its coming then. And it will be a no holds barred kind of write up. All of the conjecture my own interactions with the companys management what they were saying (and sometimes by not saying it). All of it"  
[X Link](https://x.com/anyuser/status/1724583829573157202)  2023-11-15T00:23Z 10.9K followers, [----] engagements


"$XBI The next big thing for big pharma Potential acquisitions on deck heading into JPM 2024: $IMVT $BBIO $CYTK $MDGL and holding my nose: $AUPH Feel free to add your thoughts on $xyz in reply"  
[X Link](https://x.com/anyuser/status/1731103696648384554)  2023-12-03T00:10Z 10.9K followers, 15.4K engagements


"$MREO I think that $AZN buys $MREO within the next two months"  
[X Link](https://x.com/anyuser/status/1736120354504892884)  2023-12-16T20:25Z 10.9K followers, 17K engagements


"$XBI M&A Predictions for 2023/24 $CYTK x $NVS post positive SEQUOIA $MREO x $AZN $IMVT x $JNJ giant slumbers no longer $MDGL x $NVO one trick pony no more $RVMD x $BMY $MRTX needs more $MLTX x $SNY lol $LPTX x $MRK waning King Keytruda $BBIO x $AZN rare disease $MRUS x $LLY Boost for Loxo w/ existing partner $ORIC x $BGNE Brukinsa owner fast follows better follows in another Tx $BPMC x $LLY why not"  
[X Link](https://x.com/anyuser/status/1739376472001740872)  2023-12-25T20:04Z 10.9K followers, 69.1K engagements


"$CYTK $IMGN $XBI I do think that $CYTK is in the process of being acquired now with news to come by Monday morning (or by WSJ leak tomorrow afternoon) my guess $NVS at around $133 per share of $CYTK around $13 billion all cash. And think that theres a lot that will rhyme with the tale of the tape with $ABBV $IMGN. To wit: Two biotechs with long histories of failure finally made good with a sterling product. Two biotechs for whom M&A rumors had/have been swirling awaiting the final decisive piece to fall in place for $IMGN for existing demand to come to full bloom as ELAHERE launch showed no"  
[X Link](https://x.com/anyuser/status/1743776819675881875)  2024-01-06T23:29Z 10.9K followers, 46.4K engagements


"$CYTK $NVS Novartis in advanced talks to buy Cytokinetics. Folks are we not entertained $CYTK $IMGN $XBI I do think that $CYTK is in the process of being acquired now with news to come by Monday morning (or by WSJ leak tomorrow afternoon) my guess $NVS at around $133 per share of $CYTK around $13 billion all cash. And think that theres a lot that will https://t.co/vEXWxPsxSW $CYTK $IMGN $XBI I do think that $CYTK is in the process of being acquired now with news to come by Monday morning (or by WSJ leak tomorrow afternoon) my guess $NVS at around $133 per share of $CYTK around $13 billion all"  
[X Link](https://x.com/anyuser/status/1744425262219935886)  2024-01-08T18:26Z 10.9K followers, 22.2K engagements


"$CYTK - The State of Play $XBI @BiotechCH was a great listen for many reasons but especially for discussion of the $CYTK will-they-wont-they. @TheDawnBell formerly part of $NVS in business development noted that this was the first time that she can remember a media leak re: potential $NVS acquisition. And further discussion about leaks in general and @daphnezohar asking: what is the purpose of leaking to begin with I think there is some gamesmanship in play: Think that $NVS and $CYTK were getting closer to an acceptable range after several back and forth exchanges. Reuters/WSJ noted that"  
[X Link](https://x.com/anyuser/status/1746679018718372069)  2024-01-14T23:41Z 10.9K followers, 15.2K engagements


"$MREO Sustained price action and volume with market makers allowing SP to settle in the low $3s seems to speak to a possible buyout in the near term at around $8 per share. Approximately a 150% premium to close. $AZN seems most likely though $NVS and possibly $GSK could be in the mix. Note $GSK interest in bolt-on acquisitions in respiratory Aiolos Bio purchased but Alvelestat in AATD- lung disease with potential implications in other respiratory indications (maybe even COPD down the line) surely has caught their interest"  
[X Link](https://x.com/anyuser/status/1749184185690948094)  2024-01-21T21:36Z 10.9K followers, 17.9K engagements


"$BMY $XBI $SGEN $DSNKY $IMGN In the late 90s $BMY decided to offload its Seattle biotechnology site as part of its move to consolidate all corporate operations to the east coast. As part of that move $BMY decided that its Seattle sites tumor targeting technology didnt fit into $BMY larger strategy for cancer. The resulting spin-out would go on to become $SGEN Seattle Genetics SeaGen Pfizer ADC central. ADCs an overnight success story"  
[X Link](https://x.com/anyuser/status/1749234539900105011)  2024-01-22T00:56Z 10.9K followers, 11.3K engagements


"$MRK $XBI Merck open to M&A of up to $15b per target so lets go through the Usual Suspects in order of (guessed) likelihood: [--]. $IMVT IMVT-1402 behind $ARGX but with potential to be best in class anti-FcRn and derisking P2 datasets. At mcap of $5.27B would be right in the $MRK wheelhouse after suitable BO premium. [--]. $CYTK aficamten stood tall(er) in SEQUOIA and didnt lose the FOREST for the trees. Too rich for $NVS blood Well $MRK knows that $SGEN feeling. Maybe they pony up this time as the white knight suitor and turn the table. $CYTK mcap of $7.6B places a purchase at the upper end of"  
[X Link](https://x.com/anyuser/status/1753196710854107205)  2024-02-01T23:20Z 10.9K followers, 25K engagements


"$MREO - The Final Chapter (from me) Too much has been written about this company and this will be my last mention of it. My history with $MREO goes back a number of years to the 2020/21 $XBI boom year and the largely TIGIT/etigilimab fueled climb. The company and shares were not alone in riding that wave up and crash landing on the breakers. Within that time frame however even as I had felt that $MREO should do more to develop/partner/sell etigilimab and left that opportunity squandered it must be said that $MREO crafted a nice partnership with $RARE for the then quite under the radar"  
[X Link](https://x.com/anyuser/status/1754261453761044797)  2024-02-04T21:51Z 10.9K followers, 18.4K engagements


"$VKTX $PFE $RHHBY $NOV $LLY $MRK I write this as a $VKTX investor lest it might be thought otherwise. But the problem with $VKTX and VK2735 isnt efficacy tolerability safety or anything of the like. In fact lets stipulate that [----] is clinically speaking the best oral GLP-1/GIP therapeutic for weight loss. The problem is this none of 2735s accolades matter if it remains in the hands of $VKTX. And by all accounts it looks like [----] is going to remain in the hands of $VKTX. Roche was the latest big pharma to see a multibillion dollar move in market cap on the heels of scant early stage"  
[X Link](https://x.com/anyuser/status/1814780389577166917)  2024-07-20T21:52Z 10.9K followers, 61.4K engagements


"$LPTX Market may be awakening to the potential of this company which is sufficiently funded and has a number of intriguing shots on goal: DKN-01 in gastric cancer one thing noteworthy about DKN-01 from the early days was the activity profile in combo with PD-L1 and chemo regardless of PD-L1 expression patients with CPS lower than [--] still robust responses. Though this was always an attractive element DKN-01s ability to potentially potentiate the efficacy of PD-(L)1 in a first line gastric cancer setting takes on an elevated significance in light of the overall PD-(L)1 landscape note the recent"  
[X Link](https://x.com/anyuser/status/1850299489879208122)  2024-10-26T22:12Z 10.9K followers, 22.6K engagements


"$GILD $xbi CAR-T Challenges Pretty fascinating commentary from $GILD CFO re: the challenges of YESCARTA uptake and that particularly in the US. France noted as a healthcare market where CAR-T adoption/utilization/availability much higher relatively speaking:"  
[X Link](https://x.com/anyuser/status/1875904881250472064)  2025-01-05T13:59Z 10.9K followers, 35.7K engagements


"$XBI Key Binary Events May-July and Stocks to Watch at Upcoming Medical Meetings Per Cowen 🎩 tip to: ROTYs ericyoung for sharing"  
[X Link](https://x.com/anyuser/status/1918767727654961499)  2025-05-03T20:40Z 10.9K followers, 15.6K engagements


"$XBI MFN under Trump #1 didnt work and see no reason why it would this time around. Price setting by fiat is not only un-American it is not lawful. And here republicans will not sit idly by they have their constituencies to serve. Nothing will change unless serious PBM reform actually happens as it is its nebulous to even say what a drugs price is there are several prices with list price often inflated so that big rebates can then be selectively offered with PBMs raking in the margins on this paper pushing. Reform PBM policy so that we have a clear grasp of drug prices. That will save more to"  
[X Link](https://x.com/anyuser/status/1921704972791726333)  2025-05-11T23:12Z 10.9K followers, 31.6K engagements


"$XBI $MRK CEO Rob Davis with a thoughtful recent response on MFN: - PBM reform - encourage foreign governments to give fair value $XBI MFN under Trump #1 didnt work and see no reason why it would this time around. Price setting by fiat is not only un-American it is not lawful. And here republicans will not sit idly by they have their constituencies to serve. Nothing will change unless serious PBM $XBI MFN under Trump #1 didnt work and see no reason why it would this time around. Price setting by fiat is not only un-American it is not lawful. And here republicans will not sit idly by they have"  
[X Link](https://x.com/anyuser/status/1921771747147235447)  2025-05-12T03:37Z 10.9K followers, 41K 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"  
[X Link](https://x.com/anyuser/status/1944029191793516959)  2025-07-12T13:40Z 10.9K followers, 15.6K engagements


"$NKTR [--] paragraphs have I not. And Ill save the p values and EASIs for now. But I got one chart: "  
[X Link](https://x.com/anyuser/status/1968754505933115593)  2025-09-18T19:10Z 10.9K followers, [----] engagements


"$ABVX In light of the late breaking obefazimod abstract with more data on sub analyses of phase [--] patients with and without prior inadequate responses to advanced therapies some prior language $ABVX shared in original study results conference call on these refractory patients: - Obes efficacy in bio-refractory patients speaks to reason for hope that maintenance efficacy will be in-line with induction. - Obes efficacy in post-JAK inhibitor patients speaks to its broad potential in both early and late lines. "  
[X Link](https://x.com/anyuser/status/1970659302122676595)  2025-09-24T01:19Z 10.9K followers, 20.8K engagements


"$QURE Adding here"  
[X Link](https://x.com/anyuser/status/1973114014063378610)  2025-09-30T19:53Z 10.9K followers, [----] engagements


"$NKTR $LLY Discovery is a b*tch. And if this goes to trial it will go in front of a jury in San Francisco. What plays well for the plaintiff ( $NKTR) - its the David trusting the Goliath - Goliath displayed deliberate/knowing obfuscation which could be construed as bad faith. - Goliath had it all but wanted more. And now Mr Money Bags is going to have to pay perhaps punitively for its brazen disregard for the sanctity of contract which kept a potentially efficacious medicine from reaching patients is how I would play it were I representing $NKTR"  
[X Link](https://x.com/anyuser/status/1973186447155875995)  2025-10-01T00:41Z 10.9K followers, 30.1K 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: [--]. Obefazimods efficacy highlighted by shining through in a highly refractory patient population including a largest of its kind [---] 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/anyuser/status/1974873261331578940)  2025-10-05T16:24Z 10.9K followers, 21.6K engagements


"$NKTR NEW DATA from the ongoing REZOLVE-AD Phase 2b study of rezpegaldesleukin an IL-2 pathway agonist and regulatory T-cell (Treg) proliferator in atopic dermatitis has been accepted for a late-breaking oral abstract presentation at the American College of Allergy Asthma & Immunology (ACAAI) [----] Annual Scientific Meeting. Asthma $NKTR Data from REZOLVE-AD Phase 2b Study for Rezpegaldesleukin Accepted for Late-Breaking Oral Abstract Presentation at #ACAAI225 https://t.co/1p7SIpzToo $NKTR Data from REZOLVE-AD Phase 2b Study for Rezpegaldesleukin Accepted for Late-Breaking Oral Abstract"  
[X Link](https://x.com/anyuser/status/1980968668855968011)  2025-10-22T12:05Z 10.9K followers, 35.2K engagements


"$XBI $LLY Cheeky Pint a great listen and Ricks a likable ambassador for pharma. The story that stuck out for me on PBMs and gross to net shenanigans: Net price on $LLY insulin in other words the price that $LLY was paid for its insulin hadnt changed in years. But in order to be competitive with PBMs to get on formulary all pharmas were incentivized to inflate their insulin list price (which almost no one actually pays except for the uninsured) in order to show a greater discount to the PBM list versus net Well the Uninsured insulin user would actually have to pay this list price causing a"  
[X Link](https://x.com/anyuser/status/1989888350627537201)  2025-11-16T02:48Z 10.9K followers, [----] engagements


"$xbi these are some funny predictions today I learned that $KYMR is a big player in off the shelf CAR-T. Top [--] Biotech Predictions for [----] Stocks & Beyond" $LLY $NVO $VKTX $BMRN $FRE $RNA $RXRX $BEAM $SRPT $KYMR $ARWR $CYTK $BBIO . https://t.co/KqwHhirvi2 Top [--] Biotech Predictions for [----] Stocks & Beyond" $LLY $NVO $VKTX $BMRN $FRE $RNA $RXRX $BEAM $SRPT $KYMR $ARWR $CYTK $BBIO . https://t.co/KqwHhirvi2"  
[X Link](https://x.com/PersimmonTI/status/2002546853234290828)  2025-12-21T01:09Z 10.9K followers, [----] engagements

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