Investor/trader focused primarily in the biopharma sector. Tweets are not investment advice and are not recommendations of any kind.
Toronto
Joined February 2010
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Big Pharma M&A set for mega year as patent expiries drive deal urgency. $XBI $IBB
If the current pace holds, 2026 biopharma M&A could top $250 billion, making it the #2 year on record after 2019’s $328 billion. #biotech
ca.finance.yahoo.com/news/bi…
$AUPH LUPKYNIS net product sales ↑ 12% to $79.4M
Cash, cash equivalents $487M
Repurchased 5M shares for $74.9M
@pawcio2009
$REGN Q3 EPS $20.07 beats $16.19 Est
Sales $5.1B beat $4.5B Est
EYLEA HD U.S. net sales increased 62% to $699M
EYLEA U.S. net sales decreased 41% to $400M
$RGEN Announces $1 Billion Private Convertible Senior Notes Transaction
investors.repligen.com/press…
$IOVA Reports Updated IOV-LUN-202 Results and Adds Precision TIL Strategy for Second-Line mNSCLC
24.6% Objective Response Rate (ORR) in 69 Patients with Non-Squamous mNSCLC
ir.iovance.com/news-releases…
$GUTS Announces Market Research Highlighting Substantial Patient Interest in a One-Time Procedural Approach to Post-GLP-1 Weight Maintenance
ir.fractyl.com/news-releases…
$IOVA Reports Updated IOV-LUN-202 Results and Adds Precision TIL Strategy for Second-Line mNSCLC
24.6% Objective Response Rate (ORR) in 69 Patients with Non-Squamous mNSCLC
ir.iovance.com/news-releases…
$LLY Q3 worldwide Mounjaro revenue $10.7B
U.S. revenue was $5B ↑ 41%
Revenue outside the U.S. ↑ 93% to $5.7B
$MRK Q3 EPS $2.49 beats $2.08 Est
Sales $18.1B beat $17.3B Est
KEYTRUDA/KEYTRUDA QLEX sales $8.6B
$SLS Reaches 80th Event in Phase 3 REGAL Trial of Galinpepimut-S (GPS) in AML
- Reaching the 80th Event Triggers the Final Analysis of the Pivotal Phase 3 Trial
- Topline Primary Endpoint Results this Quarter
$PALI First Patient Dosed in Global Phase 2b ASCENTRA-UC Study Evaluating Oral PALI-2108 for the Treatment of Ulcerative Colitis
- 29 of 30 planned U.S. sites already activated
- Global expansion progressing toward ~115 total sites, with CTA clearance in Canada
- Topline data expected Q4'27
$GERN Provides Update on Phase 3 IMpactMF Clinical Trial of Imetelstat in Relapsed/Refractory Myelofibrosis
- The independent DMC advised that the trial was unlikely to meet its primary endpoint of overall survival
- Discontinuing Phase3 IMpactMF trial
$PVLA Announces FDA Acceptance and Priority Review of QTORIN Rapamycin NDA.
PDUFA 02/28/27
$GLUE Announces Milestone Achievement Associated with Second Phase 2 Clinical Study Initiation for VAV1-directed Molecular Glue Degrader MRT-6160
Monte Rosa to receive $37.5M milestone payment from $NVS
ir.monterosatx.com/news-rele…
$LLY In adults with type 2 diabetes, retatrutide lowered A1C by an average of 2.2% vs. 1.8% with Ozempic 2 mg at 80 weeks
Participants taking retatrutide lost an average of 44 lbs to 47 lbs (20% to 21%) vs. 21 lbs (9%) with Ozempic 2 mg at 80 weeks. $NVO
$LLY Retatrutide delivered greater A1C reduction and more than double the weight loss of Ozempic's highest approved dose in head-to-head trial. $NVO
prnewswire.com/news-releases…
$LLY Retatrutide delivered greater A1C reduction and more than double the weight loss of Ozempic's highest approved dose in head-to-head trial. $NVO
prnewswire.com/news-releases…