Persimmon Tree Investments @PersimmonTI
“The fault, dear Brutus, lies not within the stars, but in ourselves, that we are underlings.” Joined December 2015-
Tweets11K
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Followers8K
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Following180
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Likes10K
@PersimmonTI @Persimmon_Plus You aren’t seriously charging 200$ just for you to guess (and be wrong) on a new buyout every Monday are you?
$LLY $XBI Just a monster… The anti-cookie monster.
$DCPH — ONO wanted the kit and caboodle…
$DCPH — ONO wanted the kit and caboodle…
$XBI And we have an acquisition — with the final pick of the 2024 draft, ONO selects $DCPH, for $2.4 billion:
$XBI And we have an acquisition — with the final pick of the 2024 draft, ONO selects $DCPH, for $2.4 billion:
$MOR $NVS $XBI Regarding the pelabresib P3 in myelofobrosis and the apparent imbalance in treatment arms of observed AML onset (6 on pela v. 3 on control thus far), it looks like there is literature supportive of the hypothesis that pelabresib, as a BET inhibitor, could spur a…
$MOR $NVS $XBI Regarding the pelabresib P3 in myelofobrosis and the apparent imbalance in treatment arms of observed AML onset (6 on pela v. 3 on control thus far), it looks like there is literature supportive of the hypothesis that pelabresib, as a BET inhibitor, could spur a… https://t.co/PPCMZp0bKm
$RHHBY $JANX $XBI Still think that $JANX is taken out by Roche in the near term. Conference call indicates interest in adding assets to pipeline by acquisition, oncology is one area of interest, and $JANX TCEs seem to be at that point of having some early POC of the science,…
$RHHBY $JANX $XBI Still think that $JANX is taken out by Roche in the near term. Conference call indicates interest in adding assets to pipeline by acquisition, oncology is one area of interest, and $JANX TCEs seem to be at that point of having some early POC of the science,… https://t.co/PjEyCTVRaV
$AMZN Fallout Have been enjoying Amazon/MGM’s Fallout — under the weight of heavy expectations, it… succeeds, in my view. Melding the lore of the video game into an ensemble storyline, the show deftly amplifies the “classic” dystopian fable angle, with some commentary about…
$CYTK CFO leaves — definitely no M&A New CFO joins — definitely no M&A Seems legit.
$XBI @BiotechCH diversifying the discussion yesterday to include topics of general business import, including capital gains tax rates and possible taxation of unrealized gains (the less said about this abomination, the better), and also: FTC rule banning non-competes……
$MREO Not much to update from my end on $MREO, but such as there is will be on the Plus..
Sorry, but why one would ever short $VKTX is beyond me… Or $PFE (at these levels) for that matter…
Sorry, but why one would ever short $VKTX is beyond me… Or $PFE (at these levels) for that matter…
$XBI Folks, never fall in love with a stock. It won’t ever love you back. Data, management, execution, cash. No? Then, no.
$CYTK Ok, ok… some more useless thoughts about $CYTK coming up at some point. Nice to see that they have a CFO in place.
“ $PFE should wrap up their purchase of $VKTX this weekend in prep for upcoming quarterly earnings call this week”
Adam Feuerstein ✡�.. @adamfeuerstein
114K Followers 750 Following Reporter @statnews. The Harry Kane of biotech. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously.
dough @semodough
37K Followers 568 Following BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me
Jonathan Faison @jfais20
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Jacob Plieth @JacobPlieth
26K Followers 285 Following Journalist @ ApexOnco. The Wolverine Of Biotech / Mr ASH. Once had a blue tick. Interested in: oncology. Not interested in: what stock you bought today.
HODOR @Maximus_Holla
44K Followers 1K Following Swing & day trader Tweets are my opinion only and not a recommendation to buy or sell any security. Parody account!
Biotech Jim @JamesEKrause
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avidresearch @avidresearch
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Professor Oak @Prof_Oak_
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4K Followers 359 Following Tweets are only opinion, speculation, and/or satire. Not investment advice or endorsement.
Adam May @A_May_MD
3K Followers 68 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
Nick zheng @pick1998_2
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`((,(Dieter 'Hovekamp.. @dhovekamp42
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max @LTbioinvestor
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Biotech Shoutouts @BiotechSho99376
5 Followers 31 Following Here to call out dumb things in biotech - of which there are so very many. Views are my own. If you trade off the back of them that's your fault
RAJ @rajrunga
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Mosaik News @mosaikHQ
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RS @rkvs
24 Followers 135 Following Random tweets about biotech and other stocks.. Not an investment advice..Soil is screaming for our help. Act now. #Soil #SaveSoil
Jimmy B @BaranelloJim
219 Followers 599 Following Prop trader. Commercial real estate. Golf and fitness My opinions are my own and should not be interpreted as financial advice.
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Brad Loncar @bradloncar
69K Followers 365 Following #Biotech, Founder of @BiotechTVHQ, KC native, @univmiami hurricane.🧬🙌
Adam Feuerstein ✡�.. @adamfeuerstein
114K Followers 750 Following Reporter @statnews. The Harry Kane of biotech. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously.
Dirk Haussecker @RNAiAnalyst
18K Followers 508 Following There are no alternative truths. Please do not allow evil to spread and destroy our freedom of life. Not investment advice
dough @semodough
37K Followers 568 Following BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me
Jonathan Faison @jfais20
8K Followers 274 Following Founder of 500+ member ROTY Biotech Community. Focus on accelerating clinical & commercial momentum. Learning from my highs and lows, add value where I can
Bertrand Delsuc @BertrandBio
16K Followers 253 Following Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & a bit of Bio :)
Bio Stocks™ @BioStocks
65K Followers 84 Following Investor/trader focused primarily in the biopharma sector. Tweets are not investment advice and are not recommendations of any kind.
Jacob Plieth @JacobPlieth
26K Followers 285 Following Journalist @ ApexOnco. The Wolverine Of Biotech / Mr ASH. Once had a blue tick. Interested in: oncology. Not interested in: what stock you bought today.
Dan Rosenblum @sharkbiotech
23K Followers 1K Following Trading with the sharks at sharkinvesting since 1999 . Writing about biotech since 2006.
HODOR @Maximus_Holla
44K Followers 1K Following Swing & day trader Tweets are my opinion only and not a recommendation to buy or sell any security. Parody account!
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Biotech Jim @JamesEKrause
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avidresearch @avidresearch
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Professor Oak @Prof_Oak_
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Elmo @BiotechElmo
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Drugs @drug_smolecules
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Adam May @A_May_MD
3K Followers 68 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
`((,(Dieter 'Hovekamp.. @dhovekamp42
4K Followers 2K Following born to be me, expect the worst - go for the best { views are my own - tweets are not advice }
Samuel Hume @SamuelBHume
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Bloomberg @business
9.5M Followers 80 Following The first word in business news. Newsletters: https://t.co/nWaCxHSKuU Podcasts: https://t.co/096e9xMbPz
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RenMac: Renaissance M.. @RenMacLLC
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Matthew Herper @matthewherper
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Bruce Booth @LifeSciVC
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Juan P. Serrate, DVM @JPZaragoza1
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@PersimmonTI @Persimmon_Plus You aren’t seriously charging 200$ just for you to guess (and be wrong) on a new buyout every Monday are you?
@PersimmonTI $MOR on their corp deck: '[MET inhibition] helps restore the balance of cells in the bone marrow'. yup.
Impressive strength, you can't tell he had #DMD $SRPT Elevidys make DMD kids' dreams come true!
I’ll take the under
Robotaxis will generate 8-10 Trillion in revenues in 2030, half of which will go to platforms like Tesla $TSLA says Cathie Wood
$DCPH to be Acquired by ONO Pharmaceutical For $2.4 Billion. $ONO Deciphera Shareholders to Receive $25.60/share Cash
Destiny breast 06. Shows PFS benifit in both Her2 low and Her2 ultra low in MBC in second line onwards . Os awaited. T-DXd is soon going to be used irrespective of her2 status.
Still not as bad as some of the stock market takes I’ve had over the years
REMINDER… DRAFT GRADES DO NOT MATTER The greatest player on the planet got a C-
Know I've said it before, but a rough biotech market certainly teaches me to take the dips less seriously Just focusing on my process & the "controllables"
Multiple Pharma materially shrinking their pipelines ( $RHHBY $SANY $BMS most recently) Killing stuff that won’t work is good for returns, but unless PTS rises smaller pipelines won’t plug future LOEs More acquisitions coming therefore?
@PersimmonTI Will give another shot- first episode wasn't bad at all
Immune checkpoint inhibitors, like anti-PD-1 and anti-CTLA-4, are effective against cancer, but not all patients respond How could the response be improved? Here's an idea from this week's issue of Science Giampazolias et al. found that feeding mice a diet high in vitamin D…
Bispecific T cell engagers (BiTEs) recruit T cells to target cells - usually B cells, in cancer - to deplete the targets This study repurposed BiTEs for rheumatoid arthritis, an autoimmune condition driven by B cells It's a small, single arm study of 6 patients, who had…
I’m a great parent 17 year olds are so fun
I'm best man at my buddy's second wedding. Is it appropriate to open my dinner speech with “Welcome back everyone"?
Our CEO @daphnezohar joined @eDougBanks @BarryGreene @sharcunningham & Mike Nally on the main stage @MassBio's #StateofPossible2024 for the Success in Choppy Waters panel. It was an inspiring day w/the local bio community discussing ways we can collectively move medicines forward
$lptx $gild cd47 magrolimab crc trial discontinued... Gild knows the crc market and has experience. Strategic investment in leap potentially making even more sense. Dkn-01 randomized crc trial 8 months in and increasing enrollment classic.clinicaltrials.gov/ct2/show/NCT05…
$gild cd47 Magro officially kaput fiercebiotech.com/biotech/gilead…
In biotechs I have this iron clad rule- if you want to buy after a big positive catalyst just wait. It will almost always retrace deep into the gap with time. Seen it over and over again countless times. $IMVT
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