Rio

@pagayaland Did you look into Rocket Lab?

$abvx BANG. Bagged again. Like clock work

@lookoutitsbbear @KlonnyPin_Gosch Wtf! What’s the efta number?

@KlonnyPin_Gosch one of the more bizarre things about the epstein files is you can find reactions to all kinds of newsworthy events but the only reference to 9/11 is in this email thread by ghislane to liev schrieber

@henwil231 Let’s see where they are headed. The jet initially departed from Doha, if I’m not mistaken.

The Morgan Stanley jet just departed Paris around 10am ET, 4pm Paris time, Feb. 16, 2026. Keeping fingers crossed. Hopefully they completed a deal and are heading back to make a deal announcement tomorrow. $ABVX

@LogicalThesis Exactly, I got back into Nektar AFTER the data dropped for $38/share. Wtf?

Biotech is a beautiful sector bc you can buy after the binary event and still make a killing One day +31% returns and still holding $NKTR

@kingtutcap Who knows what else the doj is still hiding. Too many musk fans are still in the denial stage.

It’s actually pretty mind-numbing that Musk is front and center in the Epstein files whether from fun island parties to blow off some steam or visits to SpaceX HQ yet the media cycle seems to have gone past it already…

@unemon1 Nobody seems to realize that Merck has a significant presence in Paris under the name MSD

$ABVX, the interesting and unique PARIS Visit of Merck. 1. Over the past 365, of the 4 Merck PJs I track only 2 visited Paris. One on Feb 2, 2026 (no conferences) while the other on March 30, 2025. 2. Let's figure out what the March 2025 flight could have had been about: Bill Taranto, the President of Merck Global Health Innovation, was a key figure at the Breakthrough Alliance Europe Conference held in Paris on April 1, 2025. Flight, took off from the east Coast and William Taranto LinkedIn locates him in NEW HOPE, a 50 minutes drive from the Morristown airport. 2. Back to the most recent flight: The visitors came from the bay area and flew back to the bay area 45 hours later (highly unusual, why not NJ or Boston ... see next point) 3. The San Jose/San Diego Link: As we discussed, Merck's IBD and UC specialists (from the Prometheus acquisition) are based in San Diego, while their West Coast M&A deal-makers are in South San Francisco 4. GEMINI is Bullish $ABVX: " The data suggests that while the CEO was in New Jersey preparing for the earnings call, it is possible a high-level delegation of West Coast M&A and Immunology specialists was dispatched on a 48-hour "lightning trip" to Paris. Given Abivax's focus on IBD and the recent $10.8B Prometheus deal, this flight pattern is consistent with a final, face-to-face due diligence meeting before a potential major announcement" 😂😂😂😂 5. Merck’s South San Francisco hub is a dedicated epicenter for global M&A and research, making it highly improbable that a specialized team would fly 5,000 miles to France for 48 hours just to visit sites primarily used for regional marketing and production 6. The fact that Merck acquired Prometheus makes them more interested in Abivax, not less. In the pharmaceutical world, once a giant like Merck spends $10.8 billion to enter a specific therapeutic area (like IBD), they typically don't stop at one drug. They look for "synergistic" assets to build a dominant franchise. 7. Merck’s reported withdrawal from a $30 billion pursuit of Revolution Medicines just last week on January 26, 2026, leaves the company with massive unused "dry powder" and an urgent strategic need to deploy that capital toward other high-growth targets like Abivax. 8. Tracked the known 4 Private jets of Merck over the last 365 days: This was the only PARIS Visit with no documented conference appearances of Merck. Food for thoughts!

@anandragn @RealSimpleAriel “It wasn’t there, when I checked” doesn’t mean he never posted it. He did.

@RealSimpleAriel this is fake news, he never posted it, I checked his TruthSocial page

@Oldtimertrades @pennycheck He cares a lot, this is what he wants.

@pennycheck It's insane how bad the Nazi problem is getting on here. I wish Elon cared

Congrats SpaceX equity holders you now own a social media platform where you get the most likes and reposts for how strong of a Hitler keyboard warrior you are.

@PickingMyOwn Long $ABVX is contrarian now apparently lol. Just buy and chill.

$ABVX Twitter conjecture is meaningless when euphoria leads or despair. Nobody knows. Ha! Don’t let emotions rule you either way. Relax, focus on what you think Obefazimod is worth and act accordingly. Ignore everything else.

@AlexfromBabylon You’re alluding to Mobileye, I suppose. Glad, I stayed away up until now, but I’m intrigued at the current mcap.

@seedy19tron You must be at around 65% weight in abivax by now, right?

The Weekly 🌱 New: $crvs (s) , $apge (s) Increased: $abvx , $nktr Unchanged: $nxtc , $ovid , $slno , $cntx , $pasg , $dawn , $asnd , $lqda , $rytm , $ptn , $cogt Decreased: Closed: (S) short $xbi outperformance continues, although this time feels slightly different with all the short squeezes happening / shit cos running. If we get some M&A , I think the flow could possibly return to the consensus names. Also, the month of January over the past 5 years has had some big runs but things reigned in following those runs , so I do expect some pullback in the second half of the quarter. Having said that, I still believe everything in my portfolio is undervalued so broader pullbacks don’t concern or bother me. Adds from earlier this month all looking good $asnd $lqda and $dawn have all been running and im glad for $dawn market finally giving their solid onco launch the respect it deserves. Same with $lqda , if you can set the court case aside, and focus on the fundamentals , remains a no brainer long. I will be sharing a very in depth short on $CRVS and I am certain when you guys read it , it will be impactful. I’ve already shared it with a few across the street and the feedback has been overwhelmingly positive. So I expect next week , the euphoria to die out. I bought $nktr on the back of $sny data, I’m going to try to find time with mgmt see if there’s a way forward on financing. Let’s see, if even nothing comes out of it, Rezpeg deserves more value than it’s being given right now. $slno has been very frustrating, scripts last week were up a little and the next 6-8 weeks are crucial. If the mgmt are unable to turn the momentum re start forms around by next earnings then I’m out. $abvx abstracts look good, safety even more comfort on that end. I’ve been adding this week. Anyways, I prayed a lot for my port, which I assume shall reflect on the positions that many of my followers also hold. Strap in month 1 almost done , 11 more to go.

@divkraft Well, it’s out on the ecco website

$ABVX Fibrosis data from ECCO 26 (Abstract OP30): In vivo (mice): ~52% reduction in collagen (early), ~42% (late) vs ~24% control. In vitro (human cells): 50% reduction in PRO-C3; active in pathways where Nintedanib showed no activity. Stat sig: p < 0.0001 for key markers.

@Colecalciferol1 Where’s the part that hasn’t been known? $ABVX

$ABVX - Well, … on Abivax - It doesn’t get more blunt than hearing it straight from the horse’s mouth. "The first step before engaging the government on this foreign direct investment regulation, there must be a step number one: a public transaction communicated between the acquirer and the acquiree. That has not happened," [Garidel] said. "Therefore, the idea that (we) would have discussed in France the acquisition of Abivax cannot be real, because it would have required, again, a formal announcement of both companies about the transaction." reuters.com/business/healt…

@A_May_MD @WallStSai @Biohazard3737 Caveat: “As long as it’s complementary to our own assets, then we can go very big in buying something in.”

@WallStSai @Biohazard3737 I’m starting to like this Novo Nouveau $NVO $XBI

$NVO The good news about our balance sheet and our financial structure is we can go really high in doing M&A An acquisition "could be $20 billion, it could be $30 billion, it could be $40 billion. We could afford it," But it has to be worth it - Novo Nordisk CEO

@Oligo_bio Now I don’t know his current net worth, but no rational human being risks a guaranteed $200 million fortune on the hopes that a drug launch goes perfectly in 2027…

To put into context. CEO of Seagen ($43 billion! buyout) got paid 55-60 million $ upon buyout. CEO $ABVX will get 200+ million $ upon buyout of $15-16 billion! Note that Marc became CEO in 2023.

$ABVX not sure if anyone mentioned this. in the latest 6K, it states the following (see image) CEO gets paid an extra ~100mil (estimate) if company gets bought out, excluding the shares that he owns, if it happens before a certain date (not sure when - end 2026/ begin 2027?)

@LogicalThesis Might just be setting up for next leg

Frustrating start of the year for bios $XBI

@plantmath1 It’s not over. Many names in Europe still setting up. It’s just starting to dawn on everyone that decoupling from the US shouldn’t be a process, it has to happen ASAP.

Unfortunately I saw this coming but didn’t go hard enough.

Being contrarian for the sake of being contrarian is not a thesis. Some of my greatest hits seemed too good to be true initially, like $RKLB at 3 billion mcap. Mindless pumpers don’t just pump gme or amc, they pump great companies, too. Best to just ignore them. $ABVX

@SaintEquitie @BiotechTV Some time ago he said he’d soon elaborate on how J&Js IL-23 could increase the TAM for Obe

$ABVX Spoiler Alert. Here's what I think Marc de Garidel will emphasize in his interview with @BiotechTV tomorrow.