# ![@TedKaridis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::224228044.png) @TedKaridis Ted Karidis

Ted Karidis posts on X about $mreo, $rare, company, $17b the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::224228044/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::224228044/c:line/m:interactions.svg)

- [--] Week [-----] +491%
- [--] Month [------] -80%
- [--] Months [----------] +344%
- [--] Year [----------] +19,469%

### Mentions: [--] [#](/creator/twitter::224228044/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::224228044/c:line/m:posts_active.svg)

- [--] Week [--] +133%
- [--] Month [--] -89%
- [--] Months [---] +2,008%
- [--] Year [---] +95%

### Followers: [---] [#](/creator/twitter::224228044/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::224228044/c:line/m:followers.svg)

- [--] Week [---] +0.13%
- [--] Month [---] -0.76%
- [--] Months [---] +0.77%
- [--] Year [---] +1%

### CreatorRank: [---------] [#](/creator/twitter::224228044/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::224228044/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  38% [stocks](/list/stocks)  33% [finance](/list/finance)  24% [currencies](/list/currencies)  11% [countries](/list/countries)  2% [exchanges](/list/exchanges)  1% [financial services](/list/financial-services)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$mreo](/topic/$mreo) #2, [$rare](/topic/$rare) #15, [company](/topic/company) 25%, [$17b](/topic/$17b) 14%, [model](/topic/model) 13%, [target](/topic/target) 13%, [in the](/topic/in-the) 12%, [$azn](/topic/$azn) 12%, [update](/topic/update) 12%, [$inbx](/topic/$inbx) 11%

**Top accounts mentioned or mentioned by**
[@persimmonti](/creator/undefined) [@ej23ny](/creator/undefined) [@pharmdca](/creator/undefined) [@erictokat](/creator/undefined) [@semodough](/creator/undefined) [@rigaslav](/creator/undefined) [@scotsknight2](/creator/undefined) [@andreagtc](/creator/undefined)

**Top assets mentioned**
[SuperRare (RARE)](/topic/$rare) [AstraZeneca PLC (AZN)](/topic/$azn) [Inhibrx, Inc. (INBX)](/topic/$inbx) [Novartis AG (NVS)](/topic/$nvs) [Sanofi (SNY)](/topic/sanofi) [Vertex Protocol (VRTX)](/topic/$vrtx) [Reata Pharmaceuticals, Inc. Class A Common Stock (RETA)](/topic/$reta) [Immunogen Inc (IMGN)](/topic/$imgn) [Amgen, Inc. (AMGN)](/topic/$amgn) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [AbbVie Inc (ABBV)](/topic/$abbv) [yajyu senpai (810)](/topic/$810)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$MREO - The Cosmic and Orbit data sets will not be left for dead. Setrusumab will not be left behind by $RARE. Secondary endpoints met. Too much invested. I say they pursue an approval either way due to unmet need and FDA willingness for BMD endpoints"  
[X Link](https://x.com/TedKaridis/status/2006118381611536828)  2025-12-30T21:41Z [---] followers, [----] engagements


"$MREO - My best guess: a deal for company should be in the works. [--]. Alvelestat needs to get into a P3 ASAP- $AZN [--]. Etigilimab needs a partner or be sold - $NVS [--]. Setrusumab- $RARE needs control of EU/UK rights -Mereo could be sold for any of the above. Most of these issues have to be resolved by JPM healthcare conference in Jan [----] (a time when many deals take place)"  
[X Link](https://x.com/anyuser/status/1722270076643279135)  2023-11-08T15:09Z [---] followers, 11K engagements


"$MREO - Pending news next [--] months: - JPM Jan Healthcare Conference: $RARE will light the fire again on Setrusumab just like last year. (This event in Jan-23 was the "1st HINT" on Setru potential followed recent analyst day in Oct fracture data. Mereo's EU/UK rights Ultra wants them for sure before going for Early FDA Approval. -Alvelestat: The don't have $50mm to develop it. Has to be partnered or SOLD. My belief is this EXPEDITES a transaction earlier in order to get the Phase [--] started. $AZN rumored acquirer. -Etigilimab (Tigit)- Roche Skyscraper-04 data in Q1. Etig gyno indications have"  
[X Link](https://x.com/anyuser/status/1728048712465654065)  2023-11-24T13:51Z [---] followers, [----] engagements


"$MREO - Yeah. Big blocks coming in before close and we go from Red to Green on a Friday. Looks like there is a chance we get the news once and for all on Monday. This is why we always own Mereo on a Friday in recent weeks.Good Luck "  
[X Link](https://x.com/anyuser/status/1748433139737743505)  2024-01-19T19:51Z [---] followers, [----] engagements


"It is definitely a premium to where it trades but in reality $MREO should have been in the $5 range the last [--] months given Mgt's state of "manipulated price suppression - i.e. withholding news". Setrusumab alone makes this worth $8.00 a share considering the $250m milestone and yet to be monetized EU UK rights and royalties going forward. In terms of Alvelestat attention is finally being brought to what it could be worth. $8 might be accepted by this Board in order to move on but if we had a respected CEO I would prefer we traded at $5-$6 and awaited the Setru P3 data bring the real value to"  
[X Link](https://x.com/anyuser/status/1749205243290615865)  2024-01-21T23:00Z [---] followers, [----] engagements


"$RARE $MREO - All of the below missed trial endpoint & approved.FDA can approve : Life-threatening pediatric disease Safe No approved therapies. Some signal is shown. Exondys 51Vyondys [--] DMD : SRPT Zolgensma Spinal Muscular Atrophy : NVS Brineura CLN2 Batten : BMRN"  
[X Link](https://x.com/TedKaridis/status/2008607610933838334)  2026-01-06T18:32Z [---] followers, [----] engagements


"$MREO Although setback 2ndary Setru endpoint data ++. $RARE CEO has confirmed not dead. Will resubmit at some point after positive approval angle is calculated due to unmet need. Now probably best time to buy. 5-10x if this occurs"  
[X Link](https://x.com/TedKaridis/status/2022683473442734580)  2026-02-14T14:44Z [---] followers, [---] engagements


"$MREO - COPD market is big. Alvelestat fits right in here which is why $AZN needs Mereo. $114B according to Stifel chart below so you decide what they need to do"  
[X Link](https://x.com/TedKaridis/status/1759607493607473348)  2024-02-19T15:54Z [---] followers, [----] engagements


"@ej23ny $RARE $MREO I would be willing to bet that Ultra has completed enrollment by end of March and likely announces it tomorrow in a PR or during the Cantor call"  
[X Link](https://x.com/TedKaridis/status/1775625656107188620)  2024-04-03T20:45Z [---] followers, [---] engagements


"$MREO - Rubric will remain on Mereo Board. Coop Agreement in place until next [----] AGM. He's not going nowhere. https://www.sec.gov/Archives/edgar/data/1719714/000119312524095508/d818381dex101.htm https://www.sec.gov/Archives/edgar/data/1719714/000119312524095508/d818381dex101.htm"  
[X Link](https://x.com/TedKaridis/status/1779840422736466334)  2024-04-15T11:53Z [---] followers, [----] engagements


"$RARE / $MREO: I'll put this out there. What happens if $RARE says at JPM they will pursue an FDA filing based upon BMD. Where is stock price. I've seen it happen. I've seen drug review panels vote negative (even [--] to 2) and FDA approves a drug.In unmet needs it can happen"  
[X Link](https://x.com/TedKaridis/status/2006432792301764710)  2025-12-31T18:30Z [---] followers, [----] engagements


"$MREO insiders know. Headline was a miss. Not reported on purpose.No tute would throw good money after bad. Especially a biotech fund. We might be in for a big surprise and squeeze of some. Say the p VAL on primary is .06 instead of .05. What happens"  
[X Link](https://x.com/TedKaridis/status/2009817114887008634)  2026-01-10T02:38Z [---] followers, [----] engagements


"$MREO: $RARE presentation is out. IMO This will be enough to move forward based upon new FDA BMD guidelines. Expect some new deal at some point. https://ir.ultragenyx.com/static-files/ebde99f9-1891-4798-b0b2-f088bdb72131 https://ir.ultragenyx.com/static-files/ebde99f9-1891-4798-b0b2-f088bdb72131"  
[X Link](https://x.com/TedKaridis/status/2010698713610563729)  2026-01-12T13:01Z [---] followers, 13.2K engagements


"$MREO - DSK needs to go once and for all or sell company. Alvelestat has been [--] years on the sidelines. Totally ridiculous that a deal has not been done yet.The BOARD will give her new stock options in February once again.Rubric WTF"  
[X Link](https://x.com/TedKaridis/status/2010703177415283137)  2026-01-12T13:19Z [---] followers, [----] engagements


"$MREO anyone else having a problem at TOS schwab buying Mereo shares online. Anyone know why you have to phone in orders"  
[X Link](https://x.com/TedKaridis/status/2010728580976889971)  2026-01-12T15:00Z [---] followers, [----] engagements


"$MREO - Guys regardless of the AFR miss head to head in BMD vs Biphos Setru is superior and safer. Grows bone better and higher qaulity of life for patients. (ie. reduced pain - This is a bigger point than AFR). This gets $RARE to the FDA IMO. Tutes seem to think so too"  
[X Link](https://x.com/TedKaridis/status/2011180621670891764)  2026-01-13T20:56Z [---] followers, [----] engagements


"$MREO - All the good things will happen once the BOD and DSK get a ton of new options based on this $0.60 stock price. Its been pretty standard the last [--] years"  
[X Link](https://x.com/TedKaridis/status/2011180972390433126)  2026-01-13T20:58Z [---] followers, [----] engagements


"$MREO - Rubric took over board last year and placed Dr. Annalisa Jenkins on Board who happened to SELL here company to $RARE. MREO is next.Why else bring her in She knows the logistics of selling to Ultragenyx. Thats how I see it."Dr. Jenkins served as president and CEO of Dimension Therapeutics a leading NASDAQ listed gene therapy company that was acquired by Ultragenyx in November 2017""  
[X Link](https://x.com/anyuser/status/1641834501054627841)  2023-03-31T16:07Z [---] followers, 57.3K engagements


"$MREO - Last thing. If AATD and its derivative indications are a $10B market there is no way the company doesn't do a blockbuster deal or be acquired.$5 or $625m is chump change for $AZN or $VRTX. Nothing else to say expecting fireworks to come before the 4th of July. Good luck"  
[X Link](https://x.com/anyuser/status/1650647042174210050)  2023-04-24T23:44Z [---] followers, [----] engagements


"$MREO - By "plans to soon embark on a phase [--] clinical trial of alvelestat" I hope they means selling the asset. If partnership it would need to be a blockbuster ($100m+ upfront $B biobucks later) otherwise I would prefer a sale. I DID NOT KNOW AATD WAS BIGGER THAN CYSTIC FIBROSIS - $VRTX - Scrapped their AATD program). Next two weeks should be interesting as we pump through $2.00+ on any news IMO. Good luck https://www.rarediseaseadvisor.com/features/mereo-biopharma-phase-3-study-alvelestat-most-severe-aatd/"  
[X Link](https://x.com/anyuser/status/1703378808403853805)  2023-09-17T12:02Z [---] followers, [----] engagements


"$MREO upgrades galore on Mondays. Price targets going to go over $10 finally. We run to $3 is my best guess and momo comes in"  
[X Link](https://x.com/anyuser/status/1713295960124608632)  2023-10-14T20:49Z [---] followers, [----] engagements


"$MREO -The longer this Orbit trial goes on without stoppage the higher the price will be. In addition multiple levers to get taken out for other reasons: An acquisition of Mereo will become a PRIORITY. -Setrusumab: Price only goes higher as Orbit continues. A $b approved drug is worth 2.5x-6.0x ($RETA $7B acquisition is a prime example) -Alvelestat: Needs to move FAST to a Phase [--] -Etigilimab: Will need to be expanded FAST If you want Setru - $RARE $NVS (Primary valuation driver). If you want Alvel - $AZN primary player here If you want Etigilimab & others assets - $NVS or Pharma (with decent"  
[X Link](https://x.com/anyuser/status/1720417590504239222)  2023-11-03T12:28Z [---] followers, [----] engagements


"$mreo So $imgn Elahare peak sales about $400m+ and company valued at $4b. Setru expacting $1.6B and Mereo barely above $200m enterprise value. This will start to have a $CABA type move in the coming weeks/months. I'm really starting to believe the longer it's independent the higher it will keep going"  
[X Link](https://x.com/anyuser/status/1720870790185279928)  2023-11-04T18:29Z [---] followers, [----] engagements


"$MREO - I'll go out on a limb here. The stock will trade higher but there will be No Deal less than $7.50 a share for $MREO. Recent news is just too positive for anything less.HC bankers should be able to get it done.Staking my reputation on it. There you go. Good luck. $MREO - Revisited Rubric's model from last year and made some new assumptions as data has come out. I assign a value closer to $9.00. Take a look. I think this is more realistic given the current status of the pipeline given that Rubric is totally silent now. Not sure how their https://t.co/P20W3bFFUf $MREO - Revisited"  
[X Link](https://x.com/anyuser/status/1721540945814954151)  2023-11-06T14:52Z [---] followers, 36.8K engagements


"$MREO - I stand by this price with a deal or no deal. This stock will see $7.50 soon.A Setrusumab approval will make Mereo too expensive in 12-24 months. $MREO - I'll go out on a limb here. The stock will trade higher but there will be No Deal less than $7.50 a share for $MREO. Recent news is just too positive for anything less.HC bankers should be able to get it done.Staking my reputation on it. There you go. Good luck. $MREO - I'll go out on a limb here. The stock will trade higher but there will be No Deal less than $7.50 a share for $MREO. Recent news is just too positive for anything"  
[X Link](https://x.com/anyuser/status/1721913243923329058)  2023-11-07T15:31Z [---] followers, 12.1K engagements


"$MREO - Just a note on price action. This is the performance from the day after $RARE R&D day on 10/16 where it gapped up in Mon morning (Closed @ $1.29 on Fri. 10/13). With Rubric continually adding in a face of " $XBI Capitulation" you can bet we are going a lot higher from these levels. This would have been just above $1.00 if Ultragenyx didn't do an update. That's a fact. Now: Rubric our lead activist has gotten active by adding at [--] week highs after being passively "quiet" on sidelines for a good [--] months. I said this several times. Strategically Mereo or Rumored Partners ( $AZN $NVS"  
[X Link](https://x.com/anyuser/status/1722970551868604817)  2023-11-10T13:32Z [---] followers, [----] engagements


"$MREO - Rubric added again. WOW. This is the 5th 13D/A Filing in two weeks.I have never seen back to back filings like this before. Another 352K shares @ $2.05 - 13.88% holder now. Expecting nothing short of fireworks. Its pretty clear some type of news is gonna come sooner or later. Still standing pat on my $7.50 (minimum) prediction. Good luck everyone"  
[X Link](https://x.com/anyuser/status/1724050861163257888)  2023-11-13T13:05Z [---] followers, 13.3K engagements


"$MREO - Revised my model: $9.76 price Target. -Lots of new tutes adding with updated 13-HFR filings. Rubric keeps adding to 13.88% position. Soleus:+9.6m (new) Rock Spring: 7.7m (+9%) [---] Capital:5.4m (+170%) Citadel 2.2m(+27%). Baker in there too although their position harder to calculate. -Upped Navicixizumab model from $0mm to $40mm. Navi in a basket trial for [--] indications. Prior trial had a great ORR in small CRC trial. P2 results forthcoming. (@ej23ny brought this to my attention) -Upped Alvelestat model from $100mm to $150mm Alvelestat upped $50mm as more research on AATD leads me to"  
[X Link](https://x.com/anyuser/status/1724633472872947922)  2023-11-15T03:40Z [---] followers, 12K engagements


"Waiting for the @PersimmonTI $MREO update so I can finally unravel this valuation disparity known as the "Mereo Matrix""  
[X Link](https://x.com/anyuser/status/1726033977008431426)  2023-11-19T00:25Z [---] followers, [----] engagements


"$MREO - On November28 [----] Dr.Denise Scots-Knight Mereo BioPharma Group plcs (the Company) Chief Executive Officer purchased [------] American Depositary Shares (ADSs) each representing five ordinary shares nominal value [-----] per share of the Company in open market transactions at an average price of approximately $1.96 per ADS"  
[X Link](https://x.com/anyuser/status/1729974105108013488)  2023-11-29T21:22Z [---] followers, [----] engagements


"$MREO : $IMGN $10B acquisition by $ABBV is about pipeline. I keep saying this. Congrats to longs as it has been a long road to finally get a deal done. This puts Mereo closer to $8-10 (given current stage of pipeline) $RARE - Needs FULL control of Setrusumab. They will NOT want Mereo in someone else's hands like $AZN $NVS or even $AMGN (remember Setru will challenge $5B Prolia $B Evenity at some point in future for Osteoporosis) -Ultragenyx will want full control before applying to FDA for early approval before interim analysis in [----]. With an Alvelestat deal in the works the fate of the"  
[X Link](https://x.com/anyuser/status/1730212205184827645)  2023-11-30T13:08Z [---] followers, [----] engagements


"$MREO - Alvel P2 data below confirms stat. sig. response at 240mg dose. Chart below. -Alvelestat (oral) uses a direct MOA by inhibiting NE directly. This is a direct approach and will move fast into a P3. -Several AATD drugs in dev. with billions in milestones use a MOA of throwing more Alpha1-antitrypsin (AAT) to suppress Neutrophil Elastase (NE). Alvel approach appears to be better IMO and should result in better Patient Reported Outcomes. (ASTRAEUS had [--] exacerbation (worsening condition) vs [--] placebo arm. Drug is also very safe tested on [----] patients prior. -If $MREO is not sold Big"  
[X Link](https://x.com/anyuser/status/1733157019593384167)  2023-12-08T16:10Z [---] followers, [----] engagements


"$MREO - Coming back to Alvelestat $VRTX dropped -$30+ dollars losing $7.5B in market cap when it halted its AATD drug trial and Mereo's Phase [--] program basically still valued at $0. Alvelestat deal will be a Blockbuster if company is not sold. I would expect a deal better than the $RARE Setru deal with $50m-$100m upfront and milestones (if the indication is as big as analysts think and expandable to COPD). $MREO - Alvel P2 data below confirms stat. sig. response at 240mg dose. Chart below. -Alvelestat (oral) uses a direct MOA by inhibiting NE directly. This is a direct approach and will move"  
[X Link](https://x.com/anyuser/status/1733891969309430143)  2023-12-10T16:50Z [---] followers, [----] engagements


"$MREO - Looks like the vote was approved according to SEC filing today"  
[X Link](https://x.com/anyuser/status/1736864427775836304)  2023-12-18T21:42Z [---] followers, [----] engagements


"$MREO - This is what Mereo could be worth conservatively. $8-$10 is the range.They went public around $8 a few years ago. Pipeline is advanced to P3. $MREO - Revised my model: $9.76 price Target. -Lots of new tutes adding with updated 13-HFR filings. Rubric keeps adding to 13.88% position. Soleus:+9.6m (new) Rock Spring: 7.7m (+9%) [---] Capital:5.4m (+170%) Citadel 2.2m(+27%). Baker in there too although their position https://t.co/uPz6Si1qFe $MREO - Revised my model: $9.76 price Target. -Lots of new tutes adding with updated 13-HFR filings. Rubric keeps adding to 13.88% position. Soleus:+9.6m"  
[X Link](https://x.com/anyuser/status/1736874821890228298)  2023-12-18T22:23Z [---] followers, [----] engagements


"$MREO - Updated my model - $10.44 Target Revised Alvelestat up to $200m. Revised Navicixizumab to $25m. Revised Setrusumab Probability of Success to 80%. ($RARE study Overpowered for Efficacy Approval guaranteed considering safety Profile). Not sure what Street Analysts are smoking with $4-$5 targets considering recent rare disease takeout multiples"  
[X Link](https://x.com/anyuser/status/1737162399474454790)  2023-12-19T17:26Z [---] followers, [----] engagements


"$MREO - Merry Christmas. Back to business. In terms of a takeout. I would expect a $7-9 takeout (probably w CVR).likely somewhere like $5-$6 cash with a CVR (w a Setru approval this CVR could be a big kicker value $3-$7) I too expect a deal within the next two months. Alvelestat is a PRIORITY to move quickly into a P3. $MREO - Updated my model - $10.44 Target Revised Alvelestat up to $200m. Revised Navicixizumab to $25m. Revised Setrusumab Probability of Success to 80%. ($RARE study Overpowered for Efficacy Approval guaranteed considering safety Profile). Not sure what Street Analysts are"  
[X Link](https://x.com/anyuser/status/1739376376459780428)  2023-12-25T20:03Z [---] followers, [----] engagements


"$MREO -Even an acquisition at $10.00 or $1.4B would be cheap. They have two yes two drugs that have markets over $1.0B+. That's $2.0B on the low end.$RETA another rare disease company with a TAM of less than $1.0B sold for $7.3B. It's clear by recent M&A BP is willing to pay to offset dwindling drug sales that are coming of patent or competition. When Setru is approved Mereo worth $30"  
[X Link](https://x.com/anyuser/status/1739740702714610105)  2023-12-26T20:11Z [---] followers, [----] engagements


"$MREO: price expectations scenarios in a takeout today from Low to High: [--]. $5 cash + Setru CVR $5-$8 2.$6 cash + Setru CVR $4-$7 3.$8 cash +Alvel CVR $4 [--]. $10 in stock +Alvel CVR $3 [--]. $12 in stock This assumes that $AZN comes for Alvelestat but don't rule out $RARE or someone else coming for Setrusmab. Not expecting an all stock deal but a smaller company could in theory make a play. Anyone else care to chime in. Remember $RARE has to drop $250m milestones on approval so that almost $1.80 or so in value. All these transactions range from $1B-$1.5B. GLTA $MREO -Even an acquisition at $10.00"  
[X Link](https://x.com/anyuser/status/1739862529969406311)  2023-12-27T04:15Z [---] followers, [----] engagements


"$MREO - Current Value $230M (net of cash) Stock should be closer to $4.00 NOW without any BUYOUT Premium. STOCK SHOULD NOT BE $2.35. Setrusumab: Cure of OI $1B revs min $250 milestone value: $400m-$600m Alvelestat: $1B indication Clear approval path P3 value: $100m-$300m Etigilimab: Cervical P2 38% CR's Tigit value: $ Navicixizumab: - DLL4/VEGF P2- $300miletone value: $$ Acumamimod (COPD) & Leflutrozole (Hypogonad) value: $-$"  
[X Link](https://x.com/anyuser/status/1740455937029091609)  2023-12-28T19:33Z [---] followers, [----] engagements


"$MREO - Not sure how much longer this is gonna take to get news on the fate of the company for Alvelestat Path to P3 with $AZN. Setrusumab rights (monetization of EU/UK) $RARE. Etigilamab (TIGIT) and Navicix**mab as well as others. Not sure how hard it is to update a corporate presentation. Their last PR update on the results was lame to say the least. In addition we all sit on the sidelines as we continue to await "meaningful news".Looks like its about to come"  
[X Link](https://x.com/anyuser/status/1742588982783852921)  2024-01-03T16:49Z [---] followers, [----] engagements


"$MREO - Expect a deal to be hammered out quickly. Stocks do not go up for no reason and no PR. Company hasn't provided anything new info to investors. We are up from a [--] month closing base of around $2.10 to $3.00 with increasing volume.Deal likely confirmed at JPM this week. Who is it gonna be $NVS $AZN or someone unexpected.$7.50 is the minimum I expect"  
[X Link](https://x.com/anyuser/status/1745843908070805692)  2024-01-12T16:23Z [---] followers, [----] engagements


"$MREO OK I'm on the edge of my seat for tomorrow's opening. Up [----] euros in Germany to [----] is kind of unreal. That's about $3.40 US. Word must be leaking out that we are close to a decision on path forwaed for company. $mreo. UP 0.41$ Euros. Stick a fork in this one. she's done.LOL 😆😆😆 https://t.co/5oXqle0PrL $mreo. UP 0.41$ Euros. Stick a fork in this one. she's done.LOL 😆😆😆 https://t.co/5oXqle0PrL"  
[X Link](https://x.com/anyuser/status/1747013567600001064)  2024-01-15T21:51Z [---] followers, 10.2K engagements


"$MREO Similar to my previous post on Jan 11th. Looks like stock getting pinned again at $3.05. Can't explain it but previously it did same thing at $2.50 $2.60 $2.80 before breaking out. Kind of feels the same here as it is continually under accumulation. LOL. spoke to soon breaking over this $3.05 ceiling. $MREO Looks like we have a deal soon. Something must be leaking at JPM. There have been hints in price action last [--] days. Stock was being pinged to be capped at $2.50 $2.60 and recently $2.80. Expect a breakout soon. 1.6m share blocks just don't suddenly appear at [--] week highs $MREO"  
[X Link](https://x.com/anyuser/status/1748392248868217182)  2024-01-19T17:09Z [---] followers, [----] engagements


"$MREO has been closing strong on every Friday last few weeks. To me it appears that there will be NO PARTNERSHIP just discussions on a takeout price. Volume and Price action do not lie. This reversal today also a clear sign. $MREO - This is what Mereo could be worth conservatively. $8-$10 is the range.They went public around $8 a few years ago. Pipeline is advanced to P3. https://t.co/hCZSNUJQuR $MREO - This is what Mereo could be worth conservatively. $8-$10 is the range.They went public around $8 a few years ago. Pipeline is advanced to P3. https://t.co/hCZSNUJQuR"  
[X Link](https://x.com/anyuser/status/1748398509408014521)  2024-01-19T17:34Z [---] followers, [----] engagements


"$MREO - So we have RUMORS of a Buyout: - $AZN $GSK $NVS $RARE & others -A CEO & team focused on providing NO NEWS (call it what you want it was DELIBERATE for [--] months) -SURGE in volume at [--] year highs -ACTIVIST & INSIDER BUYING on last [--] months - A blockbuster SETRUSUMAB DATA UPDATE in Oct. - A Phase [--] "LAY UP" FROM FDA for Alvelestat in AATD - Continue to remain UNDERVALUED ( two $B drugs) - $8 is MINIMUM a deal will occur at. (even that's low) - EXPECT NEWS SOON - Alvel needs to start P3"  
[X Link](https://x.com/anyuser/status/1749478639865925677)  2024-01-22T17:06Z [---] followers, [----] engagements


"$MREO This $INBX acquisition of their AATD program for $1.7B was the ultimate slap in the face for Mereo shareholders. NASH news lifts all NASH stocks. Obesity news lifts all Obesity stocks. Hep C news years ago lifted even the worst companies. Here we have a deal that is 4X our valuation and we go down. Shareholders here have endured enough of CEO's passiveness for over a year. I would be truly disappointed if we do not see a blockbuster deal and soon. They fumbled TIGIT monetization hope they don't fumble AATD. Either way program should be sold outright while we await for Setru approval OR"  
[X Link](https://x.com/anyuser/status/1750163390096388473)  2024-01-24T14:27Z [---] followers, [----] engagements


"$MREO - As @PersimmonTI states below Alvelestat and $INBX 's [---] drug both aim to slow down NE (Neutrophil Elastase). Unlike [---] Alvel skips the step of introducing engineered AAT molecule and targets a direct inhibition of NE. -Recent slides state 90% suppression of NE at 240mg through [--] weeks. -If [---] is worth $1.7B what is Alvel worth and why is this program still valued at less than $100MM. by @PersimmonTI - "There is a clear rationale for Alvelestat as monotherapy in high dose for AATD and to elucidate that case its illustrative to compare against $INBX [---] which is a competing therapy"  
[X Link](https://x.com/anyuser/status/1750205904614482427)  2024-01-24T17:16Z [---] followers, [----] engagements


"$MREO Just getting David Luis warmed up again. By far my favorite celebration GIF. Should continue higher next [--] days. GLTA"  
[X Link](https://x.com/anyuser/status/1750522304512110636)  2024-01-25T14:13Z [---] followers, [----] engagements


"$MREO Just waiting for that all important HALT intra-day headline: "News Pending""  
[X Link](https://x.com/anyuser/status/1750894915783966781)  2024-01-26T14:54Z [---] followers, [----] engagements


"$MREO - Comp Model Updated. Revised Alvelestat valuation upwards to $850MM from $200MM. -Target now goes to $15 from $10. -My value may still be conservative relative to $INBX sale of [---] AATD program for $1.7B as Alvelestat is already in P3"  
[X Link](https://x.com/anyuser/status/1751338505786073400)  2024-01-27T20:16Z [---] followers, 26.5K engagements


"$MREO -OK going out on a limb here. Company will be acquired over $12. Part may come as a CVR maybe not but price action is pretty clear to me.If not Alvelestat partnership will be a BLOCKBUSTER to justify staying independent"  
[X Link](https://x.com/anyuser/status/1751999231835898341)  2024-01-29T16:02Z [---] followers, [----] engagements


"$MREO - Is it me or does this AATD Alvelestat Phase [--] design look easier to snag FDA "Full Approval" than a Micheal Jordan layup. Anyone with expertise please chime in"  
[X Link](https://x.com/anyuser/status/1752018717116866787)  2024-01-29T17:19Z [---] followers, [----] engagements


"$MREO - TIGIT is alive. $GILD $RCUS -Gilead and Arcus Announce Amended Collaboration and Equity Investment. Investment Reinforces Companies Conviction in TIGIT Pathway and Provides Opportunity to Accelerate the Anti-TIGIT Program Additional Equity Investment of $320M Raising Gileads Ownership Stake in Arcus to 33%"  
[X Link](https://x.com/anyuser/status/1752090802744885607)  2024-01-29T22:06Z [---] followers, [----] engagements


"$MREO - Everyone starting to figure out the AATD market is MUCH MORE expandable than a $1B TAM -"JP Morgan views AATD as a roughly $12B commercial opportunity" Finally the Street is waking up to what Alvelestat is should be worth as a Phase [--] ready w a "CLEAN FDA PATH. Even $12 starting to STILL looks cheap"  
[X Link](https://x.com/anyuser/status/1752305084950552649)  2024-01-30T12:17Z [---] followers, [----] engagements


"$MREO - This will be over $6.00 on a partnership rather quickly and in teens in a acquisition. Given the price & valuation a takeout appears to be the best option for an acquirer ( $AZN $NVS) who wants Alvelestat. $11.00+ likely the correct number. $1.6B and you get Alvelestat Setrusumab and Etigilimab + P.S.$11.00 might be TOO LOW. [--] major players in #AATD LIVER AND LUNG $MREO #AATD LUNG Disease phase [--] straight forward 12-18 months to complete the phase [--] trial $ARWR #AATD LIVER Disease phase [--] primary completion of the trial in [----] biopsy required by FDA the rest of players far behind:"  
[X Link](https://x.com/anyuser/status/1752426666826051686)  2024-01-30T20:20Z [---] followers, [----] engagements


"$MREO - It is now crystal clear this company is in M&A discussions. The silence has been deafening. They have been in discussions and have not issued a meaningful PR since May of last year when they provided ASTRAEUS Phase [--] data on 5/23/23. (I am not including $RARE Setru update in Oct.). What happened behind the scenes: - They met with FDA in Q3-23: NO UPDATE -9/27/23:Cantor conference. No mention they had meeting. Could have said waiting for FDA feedback which ultimately came in Q4. -10/23/23: Issues update- NO MENTION THEY MET WITH FDA while awaiting feedback. -1/8/24: Issues update"  
[X Link](https://x.com/anyuser/status/1752700002600718380)  2024-01-31T14:26Z [---] followers, [----] engagements


"$MREO - Even at $12.00 or $1.7B the company is cheap relative to rare disease buyouts. The table below highlights some recent rare disease takeouts. We have TWO (2) Billion $$ drugs in pipeline. Clementia Pharma was closely similar to Mereo as they too had a bone drug like Setru and company was acquired by Ipsen for $1.3B. In addition most takeouts occur at multiples of peak estimated revenues ranging from 3x-10x. Early stage pipelines are usually below $1.0B. $RETA - most recently acquired for 7x peak rev & $INBX - $1.7B for AATD asset similar to MREO Alvel"  
[X Link](https://x.com/anyuser/status/1753105283772239909)  2024-02-01T17:17Z [---] followers, 13.6K engagements


"$MREO - Speculation on my part but expecting news of a takeover. Nothing can explain the price action here except a buyout.Good Luck. Rare disease takeout of $1.7B + still looks cheap. $MREO - Even at $12.00 or $1.7B the company is cheap relative to rare disease buyouts. The table below highlights some recent rare disease takeouts. We have TWO (2) Billion $$ drugs in pipeline. Clementia Pharma was closely similar to Mereo as they too had a bone drug like https://t.co/GRjVoWBeSj $MREO - Even at $12.00 or $1.7B the company is cheap relative to rare disease buyouts. The table below highlights"  
[X Link](https://x.com/anyuser/status/1754518528911130835)  2024-02-05T14:53Z [---] followers, [----] engagements


"$MREO - Adage Capital Partners with a 7% stake. 10m shares or so.Filed today. That's who has been buying"  
[X Link](https://x.com/anyuser/status/1754636668512927801)  2024-02-05T22:42Z [---] followers, 27K engagements


"$MREO - Updated my Chuck Norris model from Dec. Current Value $520M (net of cash) Stock: $4.15 NOW. These values put us closer to $8.00 (no buyout premium. Takeout is $12.00+ minimum based on rare disease comps) .Setrusumab: Cure of OI $1B revs min $250 milestone value: $500m-$750m (upped) Alvelestat: $1B indication Clear approval path P3 value: $400m-$600m (Upped on $INBX comp) Etigilimab NavicixizumabAcumamimod & Leflutrozole: I still value close to $50m for entire pipeline (anything monetized here is a plus) $MREO - Current Value $230M (net of cash) Stock should be closer to $4.00 NOW"  
[X Link](https://x.com/anyuser/status/1754884470220390657)  2024-02-06T15:07Z [---] followers, [----] engagements


"$MREO - For those out there that keep saying we need to trade up to $6-$8 to get a nice premium if we in fact we get acquired. NO WE DON'T. -This stock should already be at $8.00 so if would not be out of the norm to get a $12+offer (200% premium). It happens and it has happend a lot in the past when something is SIGNIFICANTLY UNDERVALED -I have seen 300%-500%+ premiums before. 200% would not be a big deal. the $INBX deal just changed that theory"  
[X Link](https://x.com/anyuser/status/1754896566958133659)  2024-02-06T15:55Z [---] followers, [----] engagements


"$MREO: David Luis still warming up waiting for the announcement.Rubric Adage Soleus Mangrove. We are ALL IN.LFG $MREO Just getting David Luis warmed up again. By far my favorite celebration GIF. Should continue higher next [--] days. GLTA https://t.co/OsJkVt4tGB $MREO Just getting David Luis warmed up again. By far my favorite celebration GIF. Should continue higher next [--] days. GLTA https://t.co/OsJkVt4tGB"  
[X Link](https://x.com/anyuser/status/1754902375259607160)  2024-02-06T16:18Z [---] followers, [----] engagements


"$MREO - Replying to @Pharmdca and @semodough My updated model ($10-$15) closer to where price target should be today especially after the $INBX acquisition by Sanofi. A $3 increase from $4 to $7 after the Setru update in Oct and AATD comp appears to be low for a rare disease pipeline this deep with a pending $250m milestone. $MREO - Comp Model Updated. Revised Alvelestat valuation upwards to $850MM from $200MM. -Target now goes to $15 from $10. -My value may still be conservative relative to $INBX sale of [---] AATD program for $1.7B as Alvelestat is already in P3. https://t.co/mmbEbTitY4 $MREO"  
[X Link](https://x.com/anyuser/status/1754947357928550565)  2024-02-06T19:17Z [---] followers, [----] engagements


"$MREO getting close to [--] week highs on no news. No insider buying. No hints of a partnership for [--] months despite numerous suitors for Alvelstat. This is like the 5th sell off turn around in last few weeks since we broke $4. News pending"  
[X Link](https://x.com/anyuser/status/1755666527636910360)  2024-02-08T18:54Z [---] followers, [----] engagements


"$MREO - So trial started likely dosing in April/23 putting [--] month data available end of March so we should get an update on all the important fracture rates in April at some point. Exactly [--] months or so after the $RARE October update. Maybe they update us at Cantor on April 4th [--] Big catalysts (Setru Data & Alvel path) takes us over $6-$7 IMO"  
[X Link](https://x.com/anyuser/status/1757063194768519178)  2024-02-12T15:24Z [---] followers, [----] engagements


"$MREO - Posting this because no one will address this valuation gap in our AATD program vs the sale of $INBX (INBRX-101) for $1.7B. Alvelestat worth more than zero.Stock should not be below $4 $MREO - Comp Model Updated. Revised Alvelestat valuation upwards to $850MM from $200MM. -Target now goes to $15 from $10. -My value may still be conservative relative to $INBX sale of [---] AATD program for $1.7B as Alvelestat is already in P3. https://t.co/mmbEbTitY4 $MREO - Comp Model Updated. Revised Alvelestat valuation upwards to $850MM from $200MM. -Target now goes to $15 from $10. -My value may"  
[X Link](https://x.com/anyuser/status/1758138565219799536)  2024-02-15T14:37Z [---] followers, 10.7K engagements


"$MREO - Updated Model: $17 makes sense -$RARE Setrusumab progress increases value of EU/UK right to $500m from $250m (Only Revision) -Alvelestat (remains at $850M based on $INBX deal - Based on TAM for each Alvelestat might be more valuable than Setrusumab program garnering higher valuation if TAM is $10B + like some estimates out there So these two recent acquisitions are likely the closest comp to the company's valuation. -$1.7B paid by Sanofi for a mid stage AATD program -Ipsen buying Clementia for their bone program which had a TAM less than $1.0B (small patient population)"  
[X Link](https://x.com/anyuser/status/1758498522653974620)  2024-02-16T14:28Z [---] followers, [----] engagements


"$MREO - OK. Its decision time for $AZN if they will once and for all allow Mereo to acquire Alvelstat from them for the predetermined priced (small $$$) in their original agreement. Otherwise we should she an announcement that they acquired the asset outright and can then finalize a partner. Bottom-line I still think $AZN will not allow this happen and will acquire company. As @PersimmonTI pointed out numerous times (Soliris/Ultomiris) have looming competition and revenue cliffs in near future"  
[X Link](https://x.com/anyuser/status/1759604756207554605)  2024-02-19T15:44Z [---] followers, [----] engagements


"Before $MREO/Partner can move into a Phase [--] Alvelestat has to be formally ACQUIRED from $AZN. $MREO can actually buy it out ASAP but I can't imagine AZN is not contemplating an outright acquisition. Mereo has no plans or funds to move this program forward alone as they have stated in the past. Its out the door any day now similar to Setrusumab with $RARE. Given the size of AATD but even COPD doubt this does not get scooped up and scooped up fast. If $MREO is not sold Alvelestat definitely will be and for BIG $$$ given the $INBX deal. $AZN has a decision so Tick Tockif not $NVS is right there"  
[X Link](https://x.com/anyuser/status/1759649693590585690)  2024-02-19T18:42Z [---] followers, [----] engagements


"$MREO - $AZN does not have an option other than to acquire when you look at TAM and positioning of a P3 Alvelestat - So we know the values of AATD (ie INBX $1.7B deal benchmark) and the TAM being somewhere north of $10B a few years out. Alvelestat will be expanded into COPD which according to Stifel chart is $100B plus. Double digit deal likely in the works. This will not go past the May AGM. $NVS looming as well"  
[X Link](https://x.com/anyuser/status/1759922661730218205)  2024-02-20T12:47Z [---] followers, [----] engagements


"$MREO -replying to @rigaslav -With stock below $4 and deal comps over $12-$17. THERE IS NOTHING FURTHER TO DISCUSS - The Board needs to bring in CENTERVIEW once and for all to either monetize Alvelestat or the whole company. This is a complex transaction aside from just Alvelestat. $MREO has Setru rights that are worth min $500m IMO. Carving out a transaction would be complex but a full acquisition makes sense for $AZN or $NVS. The market is a sleep once again while we sit on [--] blockbusters. Unless we see a transaction of some sort we are stuck in the black hole of no news which has been a"  
[X Link](https://x.com/anyuser/status/1759955535145681182)  2024-02-20T14:57Z [---] followers, [----] engagements


"$MREO - This message for @ScotsKnight2. -Its time for the Board to announce a STRATEGIC REVIEW of the company. Mereo has remained undervalued for a prolonged period of time. Given the recent AATD deal for $1.7B by Sanofi for INBRX-101 your prime assets (Setrusumab Alvelestat & Etigilimab) as well as your other pipeline assets its troubling that the company continues trade at less than $400 million EV with two billion dollar drugs.Several of your larger shareholders are of the opinion that this would be the best approach as well. -Unless the company can "FORMERLY ADDRESS" this valuation gap"  
[X Link](https://x.com/anyuser/status/1760663738179346862)  2024-02-22T13:52Z [---] followers, [----] engagements


"$MREO - Cantor models target of $7 -Updates from $AMGN - No OI threat -NO mention of Alvelestat value -My model still at $17 including Alvelestat - So $AMGN Romosozumab is not going into OI. Amgen didn't discuss on rare disease update but we all knew that a few months ago. $RARE CEO Emil Kakkis on the Oct 13th R&D day confirmed this saying the Amgen "does not give out licenses if it intends to compete". In addition Romo can not be given more than [--] months and Setru will likely allow alleviating chronic dosing for longer periods. Setru will be SOC in OI. Setru is a better drug period on all"  
[X Link](https://x.com/anyuser/status/1760855875722330329)  2024-02-23T02:35Z [---] followers, [----] engagements


"$MREO - Cantor assumes 35% peak penetration rate for Setru. I say it will be over 50%+ and become SOC. Once launched I would expect it would be easy rollout (via KOL) to get word out into the rare disease OI market. Setrusumab has already created a buzz from one doctor I talked to. There is clear evidence of fast efficacy. In terms of the fractures most occurred in first [--] months hardly any after that. This will be confirmed with [--] month data. If this occurs in ongoing trial expect the trial to be stopped at interim analysis and RARE goes for early approval to FDA. Double digits coming. In"  
[X Link](https://x.com/anyuser/status/1761017349295964389)  2024-02-23T13:17Z [---] followers, [----] engagements


"$MREO - The $INBX deal changed everything. Even if they were waiting for more data as $RARE progresses trial (to prop price higher) Rubric & the Board can not sit with their head in the sand and act like this $1.7B deal didn't take place while Alvelestat continues to be valued at zero. -$500mm mkt cap is all Setrusumab (and still undervalued). Nothing left more to say as we await to hear how they will monetize Alvelestat. Nothing short of a blockbuster deal or sale of asset should be acceptable otherwise bring in @EricTokat from Centerview"  
[X Link](https://x.com/anyuser/status/1762583274654773533)  2024-02-27T20:59Z [---] followers, [----] engagements


"$MREO - Just putting out the pipeline comps once again for all you new guys recommended by @Pharmdca & @Andre_AGTC . Never get tired of looking at this and how undervalued this pipeline is. Due your due diligence and good luck"  
[X Link](https://x.com/anyuser/status/1763253800037441987)  2024-02-29T17:24Z [---] followers, 11.7K engagements


"$MREO - $RARE having a fireside chat on Monday at Cowen HC Conference. Link below.👍👍 Ultragenyx Pharmaceutical Inc. Presenting at: 3/4/2024 9:10 AM (ET) https://wsw.com/webcast/cowen154/register.aspxconf=cowen154&page=rare&url=https://wsw.com/webcast/cowen154/rare/2009820 https://wsw.com/webcast/cowen154/register.aspxconf=cowen154&page=rare&url=https://wsw.com/webcast/cowen154/rare/2009820"  
[X Link](https://x.com/anyuser/status/1763690031166656780)  2024-03-01T22:17Z [---] followers, 12.5K engagements


"$MREO - Management needs to update Investors. A REAL UPDATE. Its been a while since we have been updated on the rest of pipeline while Alvelestat sits on the shelf as we await news. $RARE likely to update on Setrusumab hopefully before April. Management here just a little too passive here once again given this is a "RARE DISEASE" company and we continue to be undervalued. - $INBX valued its P2 AATD program at $1.7B - $RETA sold for $7.3B (Friedrich's Ataxia indication is [----] total patients - $1.5B dollars at best TAM)"  
[X Link](https://x.com/anyuser/status/1765091737238671391)  2024-03-05T19:07Z [---] followers, [----] engagements


"$MREO - I am truly baffled by the valuation discrepancy on our lead assets (Setru & Alvel) but now with TIGIT gaining momentum. You would think management would throw a bone to shareholders on Etigilimab given it had good response rates in Cervical. Its definitely worth more than zero and likely better in the hands of a larger partner. Tigit deals were BIG a few years ago and renewed interest again with Skyscraper's (STEALTH) expansion $RCUS $GILD deal and continued positive news-flow from the segment. Any partnership would result in some big upfronts & milestones $MREO speachless that the"  
[X Link](https://x.com/anyuser/status/1765761082411397321)  2024-03-07T15:27Z [---] followers, [----] engagements


"$MREO - $RARE you can always count on Emil to pump us up. Setru turns on bone production. Recent results "shocked" people in the industry. Stringent interim analysis is a high bar for FDA (reading between lines I believe he thinks it gets there). Thresholds are high bars for FDA to be comfortable. (P value of 0.001).Should have [--] months of data by 1st interim"  
[X Link](https://x.com/anyuser/status/1767655782168838400)  2024-03-12T20:55Z [---] followers, 13.3K engagements


"$MREO : Setrusumab will be Standard of Care. Will own the OI market. Cantor has penetration at 35%. I say over 50% and likely closer to 70% of market of the [-----] patients. NOTHING COMPARES IN OI. -KEY MOA: Osteoblasts become Osteocytes (bone forming) -This type of dominance in a sector reminds me when $GILD bought Pharmasset for $11B to dominate the Hep C market becoming SOC - $RARE CEO on Leerink Call: (17:50 minute mark) "Misconception is that mutation in collagen causes fractures" WRONG. "The mutation in collagen causes a CHANGE in bone regulation the kids do not MAKE enough bone" this is"  
[X Link](https://x.com/anyuser/status/1767875707722502569)  2024-03-13T11:29Z [---] followers, [----] engagements


"$MREO - I reiterate my $17 target model but stock should be $5+ on this news from [--] conference presentations. Stock should not be at $3.20 or $400m EV (probably $50m in cash at YE & $245m milestones coming next year from Ultragenyx. - $RARE CEO confirmed Setru will likely be SOC. Minimum $1.3B value confirmed IMO. - $MREO CEO confirmed Alvelestat (due to Sanofi deal for $1.7B) worth something more than zero basically. Even 20% of deal is $300M. In addition she confirmed Ultragenyx milestones are expected. (I say almost 100%)"  
[X Link](https://x.com/anyuser/status/1768010101539868679)  2024-03-13T20:23Z [---] followers, [----] engagements


"$MREO @ $3.14 is RIDICULOUS- What is Alvelestat worth and how big is the AATD market -Big enough that $VRTX lost $7.5B in mkt cap when its trial failed. -Big enough for Sanofi to pay $1.7B to $INBX for their earlier stage program. -BTW Setrusumab will own the $2.0B+ OI market"  
[X Link](https://x.com/anyuser/status/1768605907749847152)  2024-03-15T11:51Z [---] followers, [----] engagements


"$MREO Stock being Pinned at $3.00 like it was all of January before breaking out. Short Volume available is close to 10m now. Looks like we will start to back up soon. Fingers crossed. $MREO Similar to my previous post on Jan 11th. Looks like stock getting pinned again at $3.05. Can't explain it but previously it did same thing at $2.50 $2.60 $2.80 before breaking out. Kind of feels the same here as it is continually under accumulation. LOL. spoke to soon $MREO Similar to my previous post on Jan 11th. Looks like stock getting pinned again at $3.05. Can't explain it but previously it did same"  
[X Link](https://x.com/anyuser/status/1770473980668809238)  2024-03-20T15:34Z [---] followers, [----] engagements


"$MREO - $17 Target again any way you slice it. What is Alvelestat worth Both Cantor & Needham apparently still assign $0 VALUE to Alvelestat in their models. - ONLY ACQUISITION MAKES SENSE FOR PARTNER Valuations below confirm what is out there in the street. Surprised CEO & IR are not out there guiding them to update their models higher. Valuation comps below: Setrusumab: $1B+ "OI" TAM (3x TAM) $3B easily on approval. Valued at $1.3B ($245m milestones EU/UK rights worth $250m today if sold conservatively) Alvelestat: $1B+ "AATD" TAM (2X TAM) $2B easily TAM is way bigger w COPD & other"  
[X Link](https://x.com/anyuser/status/1773320844971823520)  2024-03-28T12:06Z [---] followers, [----] engagements


"$MREO - This needs to sink in here on how good Setrusumab is. [--] of [--] patients no fractures after [--] months and one of 1st patients on Setru walking after [--] months and likely update coming as he will be on Setru almost [--] years soon. Will be SOC in OI"  
[X Link](https://x.com/anyuser/status/1773325299389714811)  2024-03-28T12:24Z [---] followers, 13.3K engagements


"$MREO $RARE If Setru trial is stopped at 1st interim analysis (end of year) look out. Stock will make Space X look like a Bottle Rocket. 12-18 months from [----] NDA and subsequent FDA approval shortly after. Don't think this will happen though. I beleive BP would want to own it and we have a deal before this happens"  
[X Link](https://x.com/anyuser/status/1773718433743393275)  2024-03-29T14:26Z [---] followers, [----] engagements


"$MREO: From the Cantor OI call: $RARE intends to submit a "Late Breaker" presentation to the ASBMR [----] Annual Meeting. Reading between the lines: By late breaker $RARE CMO means something that will blow away all expectations for OI"  
[X Link](https://x.com/anyuser/status/1775908275709460895)  2024-04-04T15:28Z [---] followers, 10.3K engagements


"$MREO - Not for nothing but its been [--] months since $RARE reported Setru results and CEO has not had any stock moving information on our remaining pipeline. Given we are severely undervalued by any stretch of the imagination how much longer will management remain in place. I still say a Strategic Review is our best option for Alvelestat. Tigit is basically dead unless Roche pulls off a miracle (even then no guarantee it will be good for Etigilimab)"  
[X Link](https://x.com/anyuser/status/1777716180788068588)  2024-04-09T15:12Z [---] followers, [----] engagements


"$MREO - "Regional Deals" Company has [--] employees. Its time to monetize this pipeline and Alvelestat should be the 1st to go. Now you know why CEO got an 86% disapproval rating in our poll. Likely similar to Ultra but do we really want current management building out a commercial organization. AATD market has hundreds of thousands of patients. Lets be serious here this asset belongs belongs with a global players who can drop Alvelestat in the bag of their existing sales force. She should focus on getting valuation in line and doing a strategic review. We don't need to retain regional rights"  
[X Link](https://x.com/anyuser/status/1778058139662790814)  2024-04-10T13:51Z [---] followers, [----] engagements


"$MREO - Rubric Was the proxy battle a complete waste of time if they sit idly by. This company needs real activist like Icahn Denner BVF anyone with balls to put an end to this stock malaise. Ariad pharma had the same thing. Denner came in at $3.00. Put pressure on founding CEO and ha him removed once and for all. Stock went $8-$14 and finally sold to Takeda for $24. That' s how activists do it"  
[X Link](https://x.com/anyuser/status/1778771304696479921)  2024-04-12T13:05Z [---] followers, [----] engagements


"$MREO - Target revised to $13. Should be$4-$6 Revisions below: -Alvelestat taken to $425m from $850m. -Etigilimab taken to $0 from $50m. -Company should be dictating terms and closing Alvelestat deal soon prior to AGM and Rubric standstill who will want change and quickly after being patient for nearly [--] years. - Setrusumab still the main value driver as it closes in on SOC approval in [----] -400% target upside from $2.68 and target likely higher than $20+ in [----] on Setru approval"  
[X Link](https://x.com/anyuser/status/1778824014888100200)  2024-04-12T16:34Z [---] followers, [----] engagements


"$MREO Cantor AATD call tomorrow at [--] am EST. Probably will highlight Alevelstat front and center given the Sanofi $1.7B deal for $INBX. Phase [--] ready oral asset currently valued at $0. Given the timing to close this partnership and lack of insider buying makes me think this deal is competitive with several parties weighing their options. If you want AATD lung program you get Setru for free basically and vice versa. Only a sale makes sense to a potential partner IMO. It's a [--] for [--] type of deal either way. In terms of partnership I stand by any deal done will be worth more than NPV of current"  
[X Link](https://x.com/anyuser/status/1783606212262547878)  2024-04-25T21:17Z [---] followers, [----] engagements


"$MREO - OK. Target price updated to $14. Tweaked my model from 80% Setrusumab POS to 90% as well. So BTIG finally comes around with a $6 target after assuming a 90% probability of success for Setru. Still no analyst models any value for Alvelestat. This disconnect will need to change but until the program is partnered stock will remain at $3+. Minimal value assigned to everything else"  
[X Link](https://x.com/anyuser/status/1785711706607362185)  2024-05-01T16:43Z [---] followers, [----] engagements


"$MREO guys talking about TIGIT being a value driver as of today is questionable. Roche has positive news and so what you expect us to trade up significantly on hope they will do some Bus. Dev. we had a blockbuster $1.7B deal in AATD and we have a more viable program and got no bounce ("yet") from the Street. Mamagement smirked on fireside chat when asked about the Etigilimab program. Consider it a zero. If it ever materializes so be it but until then we are all about this pending alvelestat announcement and Setru. Setru takes us over $20+ on approval. I still believe we will see a complex"  
[X Link](https://x.com/anyuser/status/1786795722861432933)  2024-05-04T16:31Z [---] followers, [----] engagements


"$MREO we haven't had "REAL" news in months (maybe a year when you exclude $RARE updates). I have been very critical of this passiveness and rightly so. This recent $ITOS Tigit news is another reason I find troubling DSK continues to leave us in the dark. Nothing on NAVI as well despite program changing hands from Oncxerna to Chinese company. Investors continually have to guess where the he'll we are. I am surprised there people keep giving DSK a free pass here. Either way I spoke with a few of the tutes (not rubric) invested here and they would support another proxy for change should things"  
[X Link](https://x.com/anyuser/status/1789297169016480013)  2024-05-11T14:11Z [---] followers, [----] engagements


"$MREO - Fireside Chat - Maybe DSK can finally provide some real guidance for the company. Previous fireside chats have been a shit show. In addition we need an update on the other pipeline items that are not even discussed. This value discrepancy (gap) with other AATD programs needs to be address. Just saying it is not reflected in stock price would suffice given recent compas and benchmarks of others. In terms of Setru (we're in good hands with $RARE)"  
[X Link](https://x.com/anyuser/status/1798326033013211572)  2024-06-05T12:08Z [---] followers, 18.2K engagements


"$MREO OK no reason this stock is below $7 tomorrow. SETRUSUMAB will be SOC. ALVELESTAT will be monetized. $25 target for [----]. Analyst models need to be updated. Their targets are ridiculously low and should be over $10+ as of tomorrow.This is a $RARE bump. DSK needs to bring in Alvelstat. GL to all"  
[X Link](https://x.com/anyuser/status/1800720593353883756)  2024-06-12T02:43Z [---] followers, [----] engagements


"$MREO didn't need to raise funds.my guess is that with Setrusumab moving fast and likely getting the green light from FDA early (possibly 1st interim analysis) Mereo will need to move quickly to ramp. I still think $RARE is better suited to advance in EU/UK. Setru overlaps with their existing sales force and distribution and likely better suited to adopt as SOC in OI. This reminds me of when Gilead took over the HEP C market (w pharmassat acq). OI patients will be clamoring to get on Setru. Cantor estimate is like 35% penetration rates. I say they will have over 70%. Every child will"  
[X Link](https://x.com/anyuser/status/1802346321434526061)  2024-06-16T14:23Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing