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Andre-ACGT

Andre-ACGT

@Andre_AGTC

Jun 10

$PBLS 3.7B MC Good story but too expensive $SWTX was aquired for 3.4B, 1.5y after nirogacestat approval in desmoid PBLS will start ph3 in desmoid in h1'27. Other trails are in early ph1. Hard pass

Andre-ACGT

@Andre_AGTC

Jun 10

$PBLS IPO today MC at ipo price of 20 will be 2.2B. 110M shares. 4.2M shares owned by $REGN Top drug to enter ph3 in h1'27

3,058

John Herschel

John Herschel @john_hersc79276

Jun 10

Replying to @john_hersc79276 @Archimedes20311

I'm not super familiar with their data but if the ph2 desmoid tumor looks good, I assume someone is out there figuring that SWTX looks vulnerable and that location alone could be worth 4-6B for a good drug

Miss.aylathegoddess💕

Miss.aylathegoddess💕@Missaylathqp

Jun 10

Who’s up and horny #HoustonMeets #Houston #Htxplug #htx #AustinMeets #DallasMeets #swtx #satx

396

Andre-ACGT

Andre-ACGT

@Andre_AGTC

Jun 10

Replying to @doepke_michel

Different MOA cmt $SWTX and $IMNM. Reported high ORR so far

522

Michel Doepke

Michel Doepke

@doepke_michel

Jun 10

$PBLS The most advanced program targets desmoid tumors. Relevant for $IMNM ($2.1B MC) and $SWTX (bought by MerckKGaA for $3.4B). The IPO seems a bit overpriced to me, but the $REGN investment is a strong sign. Parabilis is added to the watchlist.

Andre-ACGT

@Andre_AGTC

Jun 10

$PBLS IPO today MC at ipo price of 20 will be 2.2B. 110M shares. 4.2M shares owned by $REGN Top drug to enter ph3 in h1'27

4,150

Dolly😈🍑

Dolly😈🍑@ThatDollyBihh

Jun 8

Car meet$ 🚘 #HoustonMeets #Htx #Htown #texasmeetup #houston #Atx #DallasMeets #AustinMeets #Satx #swtx #conroe #katy #Sugarland

907

Dolly😈🍑

Dolly😈🍑 retweeted

Dolly😈🍑@ThatDollyBihh

May 30

Anyone tying to Link? #HoustonMeets #Houston #Htx #HoustonFreeks #Atx #Pearland #Sugarland #conroe #Satx #swtx #PasadenaTx #DallasMeets #southwesthouston

1,576

Patients Capital Management LLC

Patients Capital Management LLC

@PCM_bio

Jun 5

Ditto $insm .. another case of mis-mgmt of analysts / expectations / comms joining the likes of $slno $apls $gern $iova $swtx ( $abvx and $cytk (Blum may have turned corner)) .. all unique sits/ TAs but consistent variable is you (investor) listen to conference call / presentation and say “would love to have been fly-on-wall when they decided that was good idea”

Patients Capital Management LLC

@PCM_bio

May 7

$insm maybe Will Lewis should spend less time on space travel and more time managing analyst / investor expectations With that said, is Insmed vulnerable down here??

4,138