Long Biased Biotech & M&A | tweets not investment advice | #PCManiacs
New York, NY
Joined May 2023
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PCM's YE 2025 Investor Letter; key learnings and the path forward for the #PCManiacs $xbi $ibb
open.substack.com/pub/patien…
Re: $RYTM , unusual for GS to collaborate with Betaville on sell-side. Anything is possible though, as we're all in this together $XBI $IBB $bbc
Who knows how real $azn $rytm is, but there are some very obvious disconnects in $azn’s long-term guidance that puts them finds in the must-transact basket.. mgmt maintains $80bn 2030E revs despite the following Ph3 failures / missed endpts this year (which have to at least impair commercial outlook for respective products):
1) CARDIO-TTRansform for Wainua (Jul 2026)
2) Ultomiris in adult/adolescent HSCT-TMA (Jul 2026)
3) Volrustomig – eVOLVE-Lung02 (NSCLC) (Aug 2026)
4) camizestrant in SERENA-4 (Sep 2026)
5) Efzimfotase alfa – HICKORY (hypophosphatasia)
6) Ultomiris – AWAKE
Similarly, mgmt said in Q1 that Baxfendy could be $10bn product when all is said and done, yet did $9mm in sales in Q3.. oral PCSK9 and obesity programs will be in highly competitive markets.. Pascal and team have had great run in R&D / commercial (and so deserve some benefit of doubt when telling their story), but what gives here? Tick tock on the M&A clock ⏰ $xbi $ibb
$gpcr basically $0 EV
Cue the next preclinical in-licensing of same drugs
Patients Capital Management LLC retweeted
STATEMENT FROM JACK CAMPBELL
My family and I want to sincerely thank everyone for the overwhelming amount of love, prayers, and support we’ve received over the past few days. It means more to us than words can express.
I’m incredibly encouraged by the progress I’ve made in such a short period of time. I have full movement in my lower body, and I’m continuing to make progress with movement in my upper body. I know there’s still work ahead, but I remain very optimistic. I’m taking things one day at a time, staying positive, and focusing on getting better.
My faith in God has never been stronger. I know He has a plan for me, and I trust in that plan. I know there may be challenges ahead, but with my faith, my family, and so many people in my corner, I know we’ll get through this.
I especially want to thank the athletic trainers and medical personnel who responded and cared for me on the field. I know those were difficult moments, and I’m incredibly grateful for the professionalism, compassion, and care you showed me. The way you handled everything and looked after me when I needed it most is something I’ll never forget. From the bottom of my heart, thank you.
I also can’t say enough about the incredible care I’ve received from the medical team at Henry Ford Hospital and the Detroit Lions medical staff. They’ve been amazing to me and my family throughout this process, and I’m truly grateful for everything they’ve done.
To my teammates, coaches, and everyone in the Lions organization, I want you to know how much I love and appreciate you. This team is a family to me, and the way everyone has been there for me means everything. I’m proud to be a Detroit Lion and couldn’t ask to be surrounded by a better group of people.
One thing I’ve learned about Detroit is that this city is built on toughness, resilience, and grit. That’s exactly how I’m going to approach this challenge.
Please continue to keep me and my family in your prayers. We feel the love, and I can’t thank everyone enough.
God is good. My faith is strong.
Jack Campbell
Don’t forget biotech investors .. $purr is reporting tomorrow, which has .6% weighting in the index / was included due to a classification anomaly $xbi
hypestrat.xyz/press/webcast-…
