Swamy

Bio & Tech

[Swamy @swamyKSQ]

@andrewpannu @PersimmonTI 🙋‍♂️

[Swamy @swamyKSQ]

$LEGN secondary offering to raise $225 million.

[Swamy @swamyKSQ]

Thank you, Brad, for the update. Can’t wait to see your interview with Ying on Sunday morning. Looking forward to seeing how this stunning new clinical data from $LEGN will shake things up in the in vivo CAR-T race, and whether $JNJ will act fast before competitors swoop in and acquire their in vivo pipeline.

[Swamy @swamyKSQ]

Legend Biotech $LEGN: wondering their plans for expanding their In Vivo CAR-T platform from oncology to autoimmune diseases. Are they in discussions for potential deals with multiple big pharmas, NOT named $JNJ, for their In Vivo CAR-T programs on oncology vs autoimmune disease indications?

[Swamy @swamyKSQ]

$LEGN June 14 In Vivo CAR-T oral presentation in Sweden.

[Swamy @swamyKSQ]

$LEGN is actively looking for M&A or partnership deals- WSJ

[Swamy @swamyKSQ]

$LEGN J&J Mastered Cancer Biotech Deals on the Cheap. Can It Stay on the Cutting Edge? https://t.co/07zwh0HSd7

[Swamy @swamyKSQ]

$LEGN JNJ can’t afford to lose legend biotech to another competitor. All the In vivo CAR-T firepower from JNJ arsenal will disappear instantly. It will drag down their ex vivo (Carvykti) profits as well.

[Swamy @swamyKSQ]

Left unsaid, $JNJ needs to acquire $LEGN (Legend Biotech) to become #1 in oncology. Without CAR-T, these are Joaquin’s empty promises. He knows it. “J&J CEO Joaquin Duato: It's our mission to become the number 1 company in oncology by 2030” https://t.co/vHOKVAQnlX.

[Swamy @swamyKSQ]

Left unsaid, $JNJ needs to acquire $LEGN (Legend Biotech) to become #1 in oncology. Without CAR-T, these are Joaquin’s empty promises. He knows it. “J&J CEO Joaquin Duato: It's our mission to become the number 1 company in oncology by 2030” https://t.co/vHOKVAQnlX.

[Swamy @swamyKSQ]

$LEGN the bid starts at $10 Billion… you know where it would ends up. In vivo CAR-T that JNJ can’t afford to miss. The holy grail!

[Swamy @swamyKSQ]

$LEGN WSJ, let me guess- the decks are likely being cleared, IYKYK. Nothing happens in vacuum. ($JNJ )

[Swamy @swamyKSQ]

@SquawkCNBC JNJ needs to acquire $LEGN ASAP. just say it loud Joaquin Duato $JNJ. Lay out your vision to your board and your investors. History won’t be forgiving for leaders who lack bold vision and persuasion.

[Swamy @swamyKSQ]

Left unsaid, $JNJ needs to acquire $LEGN (Legend Biotech) to become #1 in oncology. Without CAR-T, these are Joaquin’s empty promises. He knows it. “J&J CEO Joaquin Duato: It's our mission to become the number 1 company in oncology by 2030” https://t.co/vHOKVAQnlX.

[Swamy @swamyKSQ]

$LEGN the bid starts at $10 Billion… you know where it would ends up. In vivo CAR-T that JNJ can’t afford to miss. The holy grail!

[Swamy @swamyKSQ]

$LEGN Surging ahead of the data- WSJ

[Swamy @swamyKSQ]

$LEGN WSJ, let me guess- the decks are likely being cleared, IYKYK. Nothing happens in vacuum. ($JNJ )