Early stage biotech VC. Recovering scientist. Opinions expressed are solely my own and do not express the views or opinions of Atlas Venture.
Cite asCryptoQuant has tracked the directional calls on MRK by @LifeSciVC on X since Feb 2018: not yet scored on MRK (as of Nov 11, 2026).
1 MRK call on record, a thin history.
Relative view by default: fewer than 30 MRK calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @LifeSciVC to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Cidara $CDTX acquired by Merck... Great case study of longevity and reinvention in biotech... founded 13 years ago (2012) and went public in the prolific IPO window of 2015 at $15/share. Even at this $220 takeout price, the 2015 IPO investors are underwater by 30%... as the reverse-split-adjusted IPO price is $320... Congrats to RA as well as Bain, Canaan, and BVF, who came in big in spring 2024 to reacquire CD388 for seasonal flu...
View original →"Let's make a deal..." and Big Pharma is up ~5% today (NYSE:DRG). Lilly up like $60B. Merck $18B. Pfizer $13B. I'd guess up $120B+ in market cap for the Top 10 alone. Staggering scale. The industry was oversold (historically low P/E), but call me skeptical... waiting for the next shoe to drop. The "deal" (or "deals") being discussed appear to drop prices here in the US, but don't solve the real problem: the US has subsidized global R&D because the EU/UK/JPN don't pay enough for new medicines. Those countries need to step up to make innovation model work.
View original →Microsoft and Meta crushed earnings... adding ~$500B+ in market cap in pre-market trading. They've added more value in a single morning than the value of every Big Pharma except LLY. Or like adding 5 BMS's... 2.5 Merck's... or more than every publicly-traded biotech that has IPO'd over the last decade combined... Big Tech has crazy scale.
View original →Microsoft and Meta crushed earnings... adding ~$500B+ in market cap in pre-market trading. They've added more value in a single morning than the value of every Big Pharma except LLY. Or like adding 5 BMS's... 2.5 Merck's... or more every publicly-traded biotech that has IPO'd over the last decade combined... Big Tech has crazy scale.
View original →$MRK will acquire Verona Pharma $VRNA for $10B. Fun bit of biotech history: 20 years ago, it was founded as a university spinout in the UK to make respiratory drugs. In 2006, before even raising money privately, it went public via a listing on London's AIM stock exchange, raising 1M GBP, selling 50M shares. With little VC in the UK at the time, some startups leveraged the AIM to "go public" as a way to access capital. It raised a few PIPEs off the AIM and then in 2017, it shifted over to the NASDAQ. Question: is $VRNA the most successful (highly valued) biotech to ever "go public" on London's AIM? I think it might be. @AIMListing
View original →
