$ABVX the last few months.

And Obe is the first IBD drug that appears to work with less drug over time. The perfect maintenance drug for big pharmas facing imminent patent cliffs and loss of revenue. $ABVX

What else would you expect. If this is intermediate, what would they consider serious?

Tweet of the year and instant follow.

Thanks to Adam and others for doing @Abivax_'s job for them in getting the ER message out: "Yes, $ABVX basically tied the *prior* final boss of efficacy on clinical remission (with what will be a much cleaner safety label, mind you). But $ABVX wiped the floor with Rinvoq on Endoscopic Remission...*almost* doubling its ER rate on both an absolute and placebo adjusted basis..."

The $ABVX 14D-9 is going to be so lit. Didn't have a DR subtweet on the bingo card but here we are. And speaking of pumping bags, what the heck is going on with the @LillyGastroEU account? They have no viable IBD drugs but are posting like you know who on a bender. Speaking of $LLY, not only did they criminally sabotage $NKTR and lowball other companies (their own words), they bought gems like this. Imagine having all that GLP1 cash flow and not doing anything with it but buying P1/2 assets 80% likely to fail.

Well said. "Massaged" and "messaging" are key takeaways from the $GILD data. Same way others release and spin only top line data. @Abivax_ management is arrogant, naive, elitist and lazy. @DaveARicks could probably steal $ABVX for $16B now and become a real medicines company. Would give $LLY an actual IBD drug (heads up, Omvoh isn't one).

We're supposed to get additional Obefazimod data tomorrow. If $ABVX had a better management team, not only would we get more positive details, but we'd see anonymized patient data including ER on those who had failed multiple advanced therapies. Ideally they would also show the obefazimod's clinical remission curve climbing between weeks 8 and 12+ which it most likely does based on maintenance data. They might also be able to show Obefazimod prevents, not causes colon cancer because it lowers inflammation so well. Besides the best ever UC maintenance data, Obe made female patients feel so good they got pregnant. Virtually unheard of in trials of very sick UC patients. It would be great to hear some details on the CD trial like was on Reddit recently. Does anyone else remember the last minute changes they rushed in right before the AGM where they gave MDG permission to issue shares at 300 Euros? Been thinking all along he's asking way too much. Attached are slides on potential valuation if they are able to move into 1L. I think they have a good chance of 1L but won't get that kind of valuation unless CD hits like UC did. France might cease to exist by then and the damage done with the botched data release and other errors have definitely hurt their chances. It would be nice if any of the above happens this week. But instead I'm fully prepared to see a bunch of random linkedin likes on art posts and centerview comments like some kind of wannabe VC's Congratulating Themselves and another -5% day. It's really sad that a dozen or more people on X and even other biotechs like $PALI do a better job of explaining the benefits of Obefazimod than Abivax. It's ironic that his company's stock and his home country are both burning to the ground due to self-inflicted errors. Let's hope both move in a better direction this week.

This is amazing. @EmmanuelMacron is an embarrassment and threat to France, Europe and the West. Per @grok: Macron was at a high-profile concert (Elton John in 2023 during ongoing riots; Céline Dion in 2026 the night before major violence) while parts of France experienced significant unrest, arson, and disorder. Macron has done this more than once, most recently on the eve of major unrest in mid-October 2026, and earlier during the 2023 riots. On Friday, October 16, 2026, Emmanuel Macron and his wife Brigitte attended Céline Dion’s penultimate Paris residency show at the Plenitude Arena (Paris La Défense Arena) in Nanterre. They were in a private box/loge among roughly 33,000–35,000 spectators; videos and photos circulated of Brigitte singing and dancing along to songs like “Pour que tu m’aimes encore” and “Dans un autre monde,” with Macron beside her. French outlets including Paris Match, Le Figaro/Madame Figaro, and others confirmed their presence (they arrived and left discreetly). The next day, Saturday, October 17, nationwide protests over the cost of living, education conditions, public services, and related grievances drew an estimated 550,000 people (interior ministry figure; organizers claimed up to 800,000). These escalated into widespread violence: clashes with police, looting of shops (including luxury stores), arson, attacks on public buildings, and hundreds of injuries to officers/firefighters. Authorities reported roughly 1,200–1,800+ arrests. In Limoges, the historic 19th-century town hall was set on fire and largely destroyed (roof/bell tower collapse). Other cities including Paris, Marseille, Lille, and Lyon saw similar damage to buildings, cars, and property. Macron later condemned the violence and said those responsible would be prosecuted. Critics (including on social media and in outlets) quickly compared the concert outing to “Nero fiddling while Rome burned” or Marie Antoinette-style detachment, given the timing on the eve of the protests that turned violent. This echoes a 2023 incident. After the police shooting of 17-year-old Nahel Merzouk in Nanterre (June 27), riots and arson spread across France. On the second night of violence (June 28), Macron and Brigitte attended an Elton John concert at the Accor Arena in Paris. Footage showed him tapping his foot/dancing to songs including “Saturday Night’s Alright for Fighting,” and there were backstage photos with Elton John and David Furnish. Opposition figures and media criticized it as out-of-touch while cities burned, cars and buildings were torched, and hundreds were arrested. In both cases, the core claim is accurate: Macron was at a high-profile concert (Elton John in 2023 during ongoing riots; Céline Dion in 2026 the night before major violence) while parts of France experienced significant unrest, arson, and disorder. The political optics of the timing drew strong criticism in each instance.