Patients Capital Management LLC
@PCM_bio
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Long Biased Biotech & M&A | tweets not investment advice | #PCManiacs
New York, NY
Joined May 2023
Ofc a Betaville rumor (remarkable they receive leaks, if any).. but wouldn’t want to be 🦂 $slno
@ScorpionFund would allow broader BioX to respond to their posts if they had conviction in their $slno call. It was a nice trade / opportunistic based on the FAERS database updates, but may be time to move on and let physicians manage their PWS patients as best they can.
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Good to see Cormorant get a W in $prax after $mltx disaster. Good for sector when all specialists are successful $xbi $ibb
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$vktx per usual, Viking to kick off big biotech earnings season next Wednesday. Nothing gets the #PCManiacs jazzed up like a $vktx business update call https://t.co/MSIOvLzPao
ir.vikingtherapeutics.com
Conference Call Scheduled for Wednesday, October 22 at 4:30 p.m. Eastern Time SAN DIEGO, Oct. 15, 2025 /PRNewswire/ -- Viking Therapeutics, Inc. ("Viking") (NASDAQ: VKTX), a clinical-stage...
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Who would be the winning horse for $mlys? $bmy - need more cardio as they stare down Eliquis. Another CV oral option with Camzyos + potentially milvexian $mrk - natural fit but PCSK9 is peptide vs small molecule. Not sure if gating item or not (AZN LDL-C + Hypertension both
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Moonshot catalyst 🌝🚀 $pali
$PALI Palisade Bio Granted Canadian Patent Covering Composition of Lead Product Candidate PALI-2108 - PALI • BioPharmCatalyst
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Have we seen any recent leaks actually lead to higher bids? And for $ptgx in particular, what is the point when assets are encumbered $ptgx ? “Party C changed its mind and really wants to own 10% of ico” Leaks just create opportunities to disappoint $xbi $ibb
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$abvx $ptgx #PCManiacs
PCM 2% in $ptgx .. very bullish for $abvx M&A case given encumbrance by $jnj Tick tock ⏰
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Reminder: $mrk effectively still has zero presence in obesity and MASH. Unlikely GLP-1 / glucagon is competitive. Tick tock on the M&A clock ⏰ $xbi $ibb
Imagine being $MRK and seeing $10bn of sales on table (about 60% of which is very de-risked) and saying “nah I’m good let’s do another EyeBio” $insm
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Go #PCManiacs go $akro
6.5% in $akro No company-specific clinical catalysts ahead of them / currently sitting on strongest package of pbo-controlled data in F4 cirrhosis If BO not immediate term, $mdgl quarterly performance will continue to validate the MASH market to support valuation / upside.
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Talk to me $vktx 🪿
All $vktx investors have experienced some level of stock / obesity fatigue given disconnect between market opp. and EV. Lot of parties poking around $mtsr, and you have to think it wasn't solely because of the delta on mfg costs for $mtsr peptides. Me-too tirzeptatide will throw
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Don’t think it’s fair to hold analysts over fire for being bullish any clinical stage biotech like $allk .. they are asked to make valuation cases for successful trial readouts, not call negative outcomes like @ScorpionFund .. unless prob of success is 100% (I.e. the drug is
Here’s a hot take.. @ScorpionFund knows that the more hyperbole they use in their reports, the more it will rile up the BioX crowd, and the more likely it is the $slno situation metastasizes. Maybe they are right, but it’s on mgmt to address (if they even have to). The internet
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$lly “we’re in the middle of drug price negotiations. They might not notice”
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All $vktx investors have experienced some level of stock / obesity fatigue given disconnect between market opp. and EV. Lot of parties poking around $mtsr, and you have to think it wasn't solely because of the delta on mfg costs for $mtsr peptides. Me-too tirzeptatide will throw
No SMID obesity co's want to announce clinical data standalone. If $mtsr didn't think the AE table would lead to volatility / challenge a financing, they would have turned that data card over. They had just watched similar drama with $vktx Doubt $gpcr wants to turn over ACCESS
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No SMID obesity co's want to announce clinical data standalone. If $mtsr didn't think the AE table would lead to volatility / challenge a financing, they would have turned that data card over. They had just watched similar drama with $vktx Doubt $gpcr wants to turn over ACCESS
Ditto to this. $mtsr might have been chopped in half based on data / AE table, but some might argue the AEs are kind of the point? Does $gpcr turn the cards over standalone, or let a buyer absorb the data, knowing drug is commercializable? Remember, nothing tastes as good as
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