1H 25 coming to a quiet close $XBI ~-7% ytd m&a wise looks very similar to 2022 thus far. 5 >1b public acq is slightly below historical average (6 in last 8 years in 1h). 9 <1b is the highest in the last 8 years.

The biotech scorecard for the third quarter: 32 stock-moving events to watch statnews.com/2025/07/03/bio…

$APGE what they have guided for as a success. Ebglyss for comparison

What's kind of interesting about this $LXEO btd is that it's broad rather than FA-CM The company has effectively had nothing but positive results this year. The only thing that was kind of yucky was the raise at a pretty suboptimal time -28% ytd

Ride the fucking lightning Lfg

vrna pitch was a simple one...often the best ones are big win for Calligan, Darwin, Perceptive, Aisling, NEA, Eventide, Affinity and many more

XLRN 9/30/21 $11.5B RXDX 6/16/23 $10.8B VRNA 7/9/25 $10B The fact of the matter is $MRK has been the most prominent BP in the last few years in the $10B+ acq space. No one else is doing 10B+ deals every couple years.

Will be leading a $NKTR call Fri 9:30 AM ET slingshotinsights.com/projects/4740 Expert is Dr. Neelam Nashi dermboston.com/about-dermatol… any question you want me to ask feel free to list here or dm

This was impossible to see coming /s

$CAPR seriously...it takes a particular type of stupid to read that Prasad fired Verdun over wanting to hold an AdCom because he was skeptical of the treatment and still be long x.com/adamfeuerstein… Like the same morons who rode imnb into the Monday readout

These retail cult stocks are truly incredible. Like INMB they give you multiple opportunities to exit at prices way higher than a conventional biotech where the market would write it off. Gl with HOPE-3

$PHVS $KALV !

That was a fun week. Let's do that again sometime soon