Michel Doepke
@doepke_michel
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Der Account von Michel Doepke, Redakteur beim @aktionaer
Kulmbach
Joined January 2021
Merger and acquisition activity is at a seven-year low in 2024 as buyers digest prior deals and US election jitters delayed further spending. Expect a pick-up in 2025. $BBIO $ARWR $VRNA $BPMC $KRYS $MREO $AXSM $INSM $ITCI $VKTX $SRRK $APLS $IOVA $NBIX
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$BPMC $80M gross proceeds from equity stake in #IDRx. Also #MerckKGaA should have gross proceeds through the acquisition deal between IDRx and $GSK. Could be partially used to acquire $SWTX.
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$IDYA Announces Further $GILD Clinical Study Collaboration Evaluating Combination of Trodelvy and IDE397 in MTAP-Deletion NSCLC.
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$VKTX Scotiabank initiated coverage with a „Buy“ and PT $102.
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$ASND Strong early U.S. YORVIPATH launch with 908 prescriptions as of Feb. 7, 2025; YORVIPATH FY24 revenue of €28.7M.
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$VRNA non stop. Another ATH - one of the hottest M&A targets in the biotech/pharma space. #Ohtuvayre is a gamechanger.
$VRNA Disclosure: Thanks to a recommendation from @RonIsWrong on Stocktwits, I bought this stock at $14.80. Attached is page 1 of a 7-page analyst report from Canaccord Genuity issued today on VRNA entitled: "Strong execution equals strong top-line results; increasing PT from $44 to $72" Canaccord has a 'Buy' rating on VRNA and, as the report title suggests, a $72 price target. Canaccord summary statement on VRNA is as follows: "We are increasing our 12-month PT on shares of VRNA from $44 to $72. We believe the strong launch of Ohtuvayre to-date signals a strong future in the treatment of COPD. Given that Ohtuvayre is the first new mechanism for COPD to be approved in decades with a dual mechanism focused on both inflammation and bronchodilation, we believe physicians are viewing the drug as a game changer. We would continue to be strong buyers of VRNA especially in this early-stage portion of the launch."
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@bioinvestor24 I am not a fan of $GILD and I know, that they had many questionable M&A deals. $FTSV flop, $IMMU and $KITE expensive, $GLPG and $RCUS investments/deals tough. HIV franchise doing well.
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@bioinvestor24 $GILD #GLP1 - interesting, that June was the turning point for the shares. I know, there are many reasons for the rally in the past few months, but also the #obesity compound could spur investor's demand.
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$RHHBY $PTCT FDA approves Roche’s Evrysdi tablet as first and only tablet for Spinal Muscular Atrophy (SMA). $BIIB $IONS $NVS
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$NVO $NOVOB #NovoNordisk #CagriSema - cc: $LLY $VKTX $ZEAL $GUBRA
1/3 Deep dive into coming CagriSema Redefine 2 data $NVO will likely report CagriSema P3 Redefine 2 (T2D) within the next couple weeks. Here is an analysis of historical CagriSema, Semaglutide/Ozempic and Tirzepatide data, and what to expect from Redefine 2 Understanding WL in T2D patients.
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$GUBRA - next chart breakout attempt, shares up 4%. GUBamy MAD data in the first half of 2025, FY24 earnings February, 28. #Amylin $LLY $NVO $VKTX
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@aplumbob Upcoming readouts of ASCENT-03 and ASCENT-04 (1L metastatic triple-negative breast cancer) will show, whether that huge acquisition could pay really off. $GILD
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