Andy Biotech

Overall great news for #Alzheimer pts! Another unequivocally positive Ph3 should further validate Aβ MoA, bolster doctor confidence and derisk CMS reimbursement. $LLY comment to STAT about curve widening over time provides further evidence for the promise of "disease modifying" https://t.co/0N3VXrYJdw

$SNY continues its quest as biotech shorties' worst enemy $3.3B $PRVB at 273% premium ahead of first earning after launch $2.5B $THOR at 172% premium before PoC -> IL2 discontinued + $1.7B impairment $3.7B $PRNB -> clinical hold due to DILI $3.2B $TBIO -> COVID19 discontinued

#Biotech another addition to the list of billion$ M&A for drug dumped by pharma $SNY $3.3B $PRVB (LLY/MGNX) $MRK $9.5B Cubist (LLY) $GSK $5B Tesaro(MRK) $GSK $1.9B $SRRA (GILD) $PFE $1.9B Vicuron(LLY) $GALE.SW $1.5B Relypsa(AMGN) $LLY $1.1B Dermira (Roche) $CELG >$1B Impact(SNY)

#Biotech another addition to the list of billion$ M&A for drug dumped by pharma $SNY $3.3B $PRVB (LLY/MGNX) $MRK $9.5B Cubist (LLY) $GSK $5B Tesaro(MRK) $GSK $1.9B $SRRA (GILD) $PFE $1.9B Vicuron(LLY) $GALE.SW $1.5B Relypsa(AMGN) $LLY $1.1B Dermira (Roche) $CELG >$1B Impact(SNY)

$BIIB/Eisai lecanemab KO $LLY Donanemab in Round 1 of #Alzheimer's new drug fight FDA Issues Complete Response Letter for Accelerated Approval of Donanemab due to limited number of patients with 12-month drug exposure

Good ol' targeted therapy strikes again! >$44B M&A over past 5yrs $BMY $TPTX $4B ROS1/TRK $GSK $SRRA $1.9B JAK $AMGN $FPRX $1.9B FGFR2b $MRK $ARQL $2.7B BTK $PFE $ARRY $11.4B BRAF+MEK $LLY $LOXO $8B RET+TRK+BTK $TAK $ARIA $5B ALK $GSK $TSRO $5B PARP $RHHBY $RXDX $1.7B ROS1/TRK

Good ol' targeted therapy strikes again! >$44B M&A over past 5yrs $BMY $TPTX $4B ROS1/TRK $GSK $SRRA $1.9B JAK $AMGN $FPRX $1.9B FGFR2b $MRK $ARQL $2.7B BTK $PFE $ARRY $11.4B BRAF+MEK $LLY $LOXO $8B RET+TRK+BTK $TAK $ARIA $5B ALK $GSK $TSRO $5B PARP $RHHBY $RXDX $1.7B ROS1/TRK

Here we go! $PFE to acquire $BHVN for $148.50, plus 0.5 share of non-CGRP newco

#Biotech billion$ M&A for drugs dumped by big pharma $GSK $1.9B $SRRA (GILD) $PFE $11B Array (NVS antitrust) $MRK $9.5B Cubist (LLY) $GSK $5B Tesaro (MRK) $PFE $1.9B Vicuron(LLY) $LLY $1.6B Armo(MRK) Galenica $1.5B Relypsa(AMGN) $CELG >$1B Impact(SNY) $IPSEY $1B Clementia(RHHBY)

#Biotech billion$ M&A for drugs dumped by big pharma $GSK $1.9B $SRRA (GILD) $PFE $11B Array (NVS antitrust) $MRK $9.5B Cubist (LLY) $GSK $5B Tesaro (MRK) $PFE $1.9B Vicuron(LLY) $LLY $1.6B Armo(MRK) Galenica $1.5B Relypsa(AMGN) $CELG >$1B Impact(SNY) $IPSEY $1B Clementia(RHHBY)