James

All Tweets are my Thoughts & Speculative Ideas and for Educational Purposes Only. Tweets are Not Financial Advice.

[Jacob Plieth @JacobPlieth]

What a week so far:
$RHHBY $NRIX deal
$JNJ buys Firefly
$GSK buys $NUVL
$PBLS $770m IPO + $100m placement
$TRLN going public by reverse merger ($900m cash)
$TNGX $600m secondary
$IDYA $300m secondary (on the back of Tango)
$SMMT $575m secondary (on disappointing #ASCO26 data)

[Marc Lehman @markflowchatter]

@semodough @gs You notice all the large Pharmas at the GSCO HC conference this week ALL mentioned M&A as their growth strategy.

$MDGL is primed and I got a list of others

[S A I ™️ @WallStSai]

@semodough @gs I listened and they said they will slow down on partnership BD’s. Also they are excited about combination therapies, especially GLP-1. More than 50% of patients on Rezdiffra were on a GLP-1 before. Very confident on F4 label expansion.

I think $MDGL is primed for a BO.

[In Honour Of Thomas W Phelps @HOThomasWPhelps]

Riliprubart was one a few Ph3 trials for $SNY and was expected to one of the €2-€5 Billion peak sale drugs

[James @PJamess69]

@doepke_michel no good

[Michel Doepke @doepke_michel]

$SNY provides update on MOBILIZE phase 3 study of riliprubart in chronic inflammatory demyelinating polyneuropathy. The study will be stopped. https://t.co/BmldQZaoYg

[Adam May @A_May_MD]

In all seriousness. $SNY has some holes to fill.
Riliprubart was *supposed* to be a multi-billion dollar I&I drug for them. Amlitelimab will face the same fate, though they're still saying it's a multi-billion dollar I&I peak sales drug today.

IDK what they're going to buy, but they need to buy something in the I&I space...

[James @PJamess69]

@A_May_MD Acquire madrigal,,Bill will be more than happy 😃

[James @PJamess69]

So $SNY will now acquire $MDGL ?

[S A I ™️ @WallStSai]

$SNY Sanofi said a late-stage study of Riliprubart (SAR445088) in Patients With Chronic Inflammatory Demyelinating Polyneuropathy (Cidp) Will Be Stopped Early, as the C1s Inhibitor "is Unlikely to Provide Sufficient Efficacy."

Riliprubart was expected to generate €2-€5 Billion in Peak Drug Sales

https://t.co/PqIFnYtrh1

[S A I ™️ @WallStSai]

$SNY Sanofi said a late-stage study of Riliprubart (SAR445088) in Patients With Chronic Inflammatory Demyelinating Polyneuropathy (Cidp) Will Be Stopped Early, as the C1s Inhibitor "is Unlikely to Provide Sufficient Efficacy."

Riliprubart was expected to generate €2-€5 Billion in Peak Drug Sales

https://t.co/PqIFnYtrh1

[James @PJamess69]

@bioinvestor24 $MRK how about MASH data ?

[Seedy19 @seedy19tron]

@mroliverbarnes @FinancialTimes reporting $nuvl x $gsk more than $9B , great. We needed some M&A

[James @PJamess69]

$XBI ✅

[Bloomberg @business]

GSK agrees to buy biopharmaceutical company Nuvalent in a deal valued at $10.6 billion https://t.co/QraHCY0121

[Bloomberg @business]

GSK agrees to buy biopharmaceutical company Nuvalent in a deal valued at $10.6 billion https://t.co/QraHCY0121

[James @PJamess69]

$XBI M&A ✅

[S A I ™️ @WallStSai]

$GSK GSK IS IN TALKS TO ACQUIRE CANCER-FOCUSED BIOTECH $NUVL NUVALENT IN A DEAL VALUED AT MORE THAN $9 BILLION - FT

[S A I ™️ @WallStSai]

$GSK GSK IS IN TALKS TO ACQUIRE CANCER-FOCUSED BIOTECH $NUVL NUVALENT IN A DEAL VALUED AT MORE THAN $9 BILLION - FT

[James @PJamess69]

Where is $MRK MASH data ? It was due by end of 2025.

[dough @semodough]

$MRK Sees over $50B new revenues from different TAs it’s in – broad-based
oncology footprint alone will be $25B&confidence is stronger today than 3 months at ASCO because of new data in hand. Other area Winrevair, oral PCS-K9, MASH product (data later this year). Also highlights
ophthalmology as exciting,& HIV as well. Immunology another $5B. Imho ophthalmology- could you imagine what $MRK - could do for $OCUL ??

[James @PJamess69]

@SubtleInduction @JialiangLiang Anyhow, MDGL Is also doing GLP-1 combo studies soon.

[James @PJamess69]

$MDGL big winner in MASH…

Earlier Efinopegdutide and now survodutide. Both poor SAFETY and TOLERANCE

[Bioinvestor24 @bioinvestor24]

$Zeal Survodutide performance in MASLD and obesity is poor as well. Still high rate of DC ( 40% ) , DC due to AE (23%) and vomit 42%
Also liver fat reduction is not competitive with $LLy Tirzepatide ( they look similar Relative reduction of 57% and 58% but with Survodutide it was efficacy estimand which would be inflated vs treatment estimand due to high DC rate )

With $LLY much better tolerated TZP (NEJM 2024 ) total DC rate 12% and DC rate due to AE 0% at 10 mg and 8% at 15 mg .. vomit rate 6% at 10 mg and 15% at 15 mg

[James @PJamess69]

@Maximus_Holla boys are back huh

[HODOR @Maximus_Holla]

$VKTX Oldie Jinxy!
FYI and NP for me!