Biotech nerd

Joined May 2025
Photos and videos
Kaloni retweeted
$LLY Eli Lilly should absolutely acquire $MDGL Madrigal Why ⁉️ For Lilly, buying Madrigal would immediately establish a dominant position in liver disease rather than waiting for internal programs to mature. A combined Lilly-Madrigal portfolio could offer 🔰 ✚ Tirzepatide for metabolic dysfunction and weight loss ✚ Rezdiffra for direct liver-targeted fibrosis improvement ✚ Future combination regimens Owning $MDGL Madrigal would give Lilly the leading approved liver-directed therapy and make it harder for competitors to build comprehensive metabolic disease franchises. Rezdiffra could be expanded internationally much faster under $LLY Lilly's commercial infrastructure than as a standalone company. Some investors have argued this is one reason $MDGL could be attractive as an acquisition target. Revenue Diversification 💲 Lilly currently depends heavily on obesity and diabetes growth. Madrigal would provide: ✚ A separate blockbuster franchise ✚ Additional intellectual property ✚ Exposure to hepatology specialists ✚ A growing pipeline beyond Rezdiffra, including GLP-1 combinations and siRNA programs #MASH #Rezdiffra #Tirzepatide
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Not surprised at all
$LLY ELI LILLY RUMORED TO BUY $MDGL MADRIGAL PHARMACEUTICALS AS PER BETAVILLE
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$QURE still no news from UniQure on releasing FDA meeting minutes to provide clarity to patients and shareholders on written agreements with the agency regarding pivotal study design. Only adds more and more cloudiness to a future of their HD program regardless of VP
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$MDGL at ~$10B MC is a way safer and ideal M&A target versus some of the other same names I’ve been seeing. Solid and proven entrenched commercial traction, growing pipeline, and quality team.
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This whole $HIMS saga with unauthorized knockoff GLP1s will turn into a documentary or tv series one day. Mark it!
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Based on a review of the applicable facts, earlier today @HHSOGC referred Hims & Hers Health, Inc. (“Hims”) to the Department of Justice for investigation for potential violations by Hims of the Federal Food, Drug, and Cosmetic Act and applicable Title 18 provisions.
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Kaloni retweeted
$MDGL Big PT’s ✈️✈️✈️ Barclays initiated coverage of madrigal pharmaceuticals with an overweight rating and $964 price target Madrigal pharmaceuticals price target raised to $745 from $527 at citizens Jefferies raises madrigal pharmaceuticals price target to $600 from $502
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Not $RVMD but $MDGL could be a prime acquisition target. Actually proven commercial success story, could easily see a play for it this year.
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2 Aug 2025
$GSK still has time to cancel whatever licensing deal they did with Hengrui before @FTC finds out they wired $500m to essentially a CCP member
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12 Sep 2025
@BiotechCH my post Aug 1 for additional context
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11 Aug 2025
$SRPT I do not see anything further changing just because Prasad has returned. What’s done is done and they won’t risk getting in the way of patients
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2 Aug 2025
$ALLO very sad patient death. Seeing a ripple effect with AAV now across different programs and therapeutic areas.
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