ONeil Trader

$ABBV closed the acquisition of $APGE today. They say accretive from 2032. Should be sooner if they just keep Apogee's pace of development. Congrats once again to the Apogee team. It was a fun ride.

Performance of our LTGP model portfolio and Top Picks since 2017 (launch of Top Picks) as of Aug 14, 2026. $IBB $XBI $RUT https://t.co/2jdo34ZScp

Among the tougher stuff on the momentum side, $MSTR (MicroStrategy) was looking good, until it wasn't. Stopped out two times with small losses.

$ABBV strong quarter, Skyrizi monster mode again https://t.co/dGFYu5sJB9

Amylin space heating up with new data from $MTSR and $LLY last week and $NVO announcing plans to start phase 3 trials of oral and subcutaneous amycretin. $RHHBY (Roche) and $ABBV joined the party earlier this year as well by licensing assets from $ZLDPF (Zealand) and Gubra.

Big pharma is increasingly interested in amylin as a target with Roche $RHHBY partnering Zealand Pharma $ZLDPF and AbbVie $ABBV partnering Gubra. $NVO and $LLY have their own amylin analogs. $MTSR MET-233i has the longest half-life and potential for monthly maintenance dosing.

@esimian @semodough As time passes, I think ABBV is just not trying that hard to sell Orilissa. It's been a few quarters since it was even mentioned. There's the Allergan integration too and Orilissa just doesn't seem like a priority versus other ABBV top sellers.

@FromValue Guess all $ABBV thinks about is Humira and loss of exclusivity in a few years. There aren't many companies/assets out there to plug that hole.