Michelle Solly
@MSollender
The Lady Who Can Tell Time. Currently Taking Care of My Chicken, Head of Macro
(1/3) Wow, second half of the year already? Here are some catalysts for 3Q25! Those in 4Q25 are not listed. The ones in the nice, calming blue are those I have my eye on! $ABUS $ABVX $AMLX $APGE $ATYR $CAPR $COGT $CRDF $FULC $KALA $MLTX $NEUP $OMER $RARE $REPL $SRRK $VYNE
$VKTX Wow, we’re allowed to just say things?
$VKTX was undervalued at $85 and CEO Brian Lian reportedly rejected multiple premium buyout offers; even after hedge fund pressure pushed the stock toward $20 he has not wavered. He now indicates bidding must start around $43 B ($385 per share, the price Pfizer paid for Seagen…
$SRPT FDA Investigating Death of 8-Year-Old Boy Who Received Elevidys. fda.gov/news-events/pr…
$ATAI Recognify Life Sciences Provides Update on Phase 2b Trial of Inidascamine in Patients with Cognitive Impairment Associated with Schizophrenia stocktitan.net/news/ATAI/reco…
$RNA Maybe a second trip? Just guessing here, and $DYN sympathy?
Weird flying patterns by $LLY in California. Landed in San Diego a few days ago (never did in the last year, SF is usual spot). Now they are in Monterey (no LLY facility there): quiet location for some dealmaking? Maybe $CYTK, or $BBIO (if for sale)?
*LAWMAKERS PRESS FDA TO TARGET COMPOUNDED, FAKE GLP-1 DRUGS $HIMS $LLY
SAREPTA'S $SRPT ELEVIDYS FAILS TO GET EU APPROVAL - BLOOMBERG
$SRPT
Updated: In a follow-up conversation on the safety study, the senior official said Sarepta could make a change to the dosing or manufacturing, and test it on the next 10 or 12 boys, and show the liver-related issues were improved
$RCKT Rocket Pharmaceuticals Announces Strategic Corporate Reorganization and Pipeline Prioritization of Cardiovascular Programs businesswire.com/news/home/2025…
Confirming @adamfeuerstein and @jasonmmast's reporting: bloomberg.com/news/articles/…