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![PersimmonTI Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::4496252499.png) Persimmon Tree Investments [@PersimmonTI](/creator/twitter/PersimmonTI) on x 9575 followers
Created: 2025-05-31 15:20:06 UTC

$GILD $xbi

Have to hand it to O’Day — that’s 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.

![](https://pbs.twimg.com/media/GsSYL_AWIAEbW86.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1928833876719284257/c:line.svg)

**Related Topics**
[$akro](/topic/$akro)
[$xbi](/topic/$xbi)
[$gild](/topic/$gild)
[$psnl](/topic/$psnl)
[gilead sciences](/topic/gilead-sciences)
[stocks healthcare](/topic/stocks-healthcare)
[$cbay](/topic/$cbay)

[Post Link](https://x.com/PersimmonTI/status/1928833876719284257)

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PersimmonTI Avatar Persimmon Tree Investments @PersimmonTI on x 9575 followers Created: 2025-05-31 15:20:06 UTC

$GILD $xbi

Have to hand it to O’Day — that’s 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.

XXXXX engagements

Engagements Line Chart

Related Topics $akro $xbi $gild $psnl gilead sciences stocks healthcare $cbay

Post Link

post/tweet::1928833876719284257
/post/tweet::1928833876719284257