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![bio_clouseau Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::43475268.png) M [@bio_clouseau](/creator/twitter/bio_clouseau) on x 19.6K followers
Created: 2025-06-20 10:08:53 UTC

Competitor bashing is quite frequent. Just a few years ago it was $ISEE and $APLS. Even between small and big like $MRTX and $AMGN and $CLVS $AZN (which didnt end well for the former). $BPMC has been involved in quite a few  with $LOXO then $DCPH and now $COGT. I think they both have valid arguments. Ayvakit went from XXX /300 QD for AdvSM and GIST to 25mg to avoid the intracranial AE's. Remains to be seen how Bezu LT safety holds up though efficacy looks much better. Ava's 1st to market should help and even if Bezu struggles in ISM there is the GIST opportunity  so not much to be bearish at a MC of 1B (especially considering just SM was valued at 9B+) unless bezu fails efficacy wise in SM or GIST

![](https://pbs.twimg.com/card_img/1933139811637817344/R6OlcYVL?format=jpg&name=800x419)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1936003314061074602/c:line.svg)

**Related Topics**
[has been](/topic/has-been)
[manat](/topic/manat)
[aes](/topic/aes)
[$cogt](/topic/$cogt)
[$dcph](/topic/$dcph)
[$loxo](/topic/$loxo)
[$clvs](/topic/$clvs)
[$isee](/topic/$isee)

[Post Link](https://x.com/bio_clouseau/status/1936003314061074602)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

bio_clouseau Avatar M @bio_clouseau on x 19.6K followers Created: 2025-06-20 10:08:53 UTC

Competitor bashing is quite frequent. Just a few years ago it was $ISEE and $APLS. Even between small and big like $MRTX and $AMGN and $CLVS $AZN (which didnt end well for the former). $BPMC has been involved in quite a few with $LOXO then $DCPH and now $COGT. I think they both have valid arguments. Ayvakit went from XXX /300 QD for AdvSM and GIST to 25mg to avoid the intracranial AE's. Remains to be seen how Bezu LT safety holds up though efficacy looks much better. Ava's 1st to market should help and even if Bezu struggles in ISM there is the GIST opportunity so not much to be bearish at a MC of 1B (especially considering just SM was valued at 9B+) unless bezu fails efficacy wise in SM or GIST

XXXXX engagements

Engagements Line Chart

Related Topics has been manat aes $cogt $dcph $loxo $clvs $isee

Post Link

post/tweet::1936003314061074602
/post/tweet::1936003314061074602