BIB

Stock splits

$BIB chatter on StockTwits

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  JON BAIN@jjon21213d

  $LABD $LABU $XBI $BIB $IBB Two more small buyouts. Might not make bio pump hard at these prices. But might prevent any immediate selloff. Teledyne Technologies/Varex 1.1B https://www.bioworld.com/articles/733277-teledyne-expands-healthcare-portfolio-with-11b-varex-buy Jazz/Actio Biosciences 1.3B https://www.biopharmadive.com/news/jazz-actio-acquisition-deal-rare-neurological-epilepsy/827409/

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  nomada@macrossluvsrobotechBullishJul 31

  $LXRX + $NVO ABC News reports the VA is running a major trial using GLP‑1 drugs to treat alcohol-use disorder — showing GLP‑1s don’t just curb appetite, they modulate reward circuits and compulsive drive. This is quietly bullish for LXRX. As GLP‑1s expand beyond weight loss into addiction therapy, exposure rises — and so do catabolic side effects like rapid fat-pad loss and lean-mass depletion. That’s where LX9851 + ACSL blockade fits. ACSL blockers modulate lipid flux, preserve lean mass, and protect structural fat compartments. If GLP‑1s become a multi- indication platform (obesity, diabetes, addiction), LX9851 becomes a companion therapy that improves tolerability and broadens use. Novo Nordisk is already partnered with LXRX. GLP‑1 expansion = LX9851 opportunity. $BIB $VTRS https://www.foxnews.com/video/6402530344112 https://www.militarytimes.com/veterans/2026/07/30/va-launches-trial-to-test-glp-1-medication-for-alcohol-use-disorder-in-veterans/

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  nomada@macrossluvsrobotechBullishJul 31

  $LXRX + $NVO USA Today reports a new GLP‑1 side effect: temporal hollowing — sunken temples caused by rapid loss of subcutaneous fat. This isn’t muscle loss; the article makes clear it’s compartment‑specific fat depletion in one of the thinnest facial fat pads. When GLP‑1 weight loss outpaces tissue remodeling, the temples collapse, creating the “suddenly older” look now going viral. This matters for biotech: it shows how GLP‑1s can strip fat from sensitive regions that were never meant to lose volume quickly. That’s exactly where LXRX’s LX9851 + ACSL blocker concept shines — targeted lipid‑flux modulation designed to preserve structural fat compartments while still driving metabolic benefit. Temporal hollowing = proof that precision fat‑handling drugs are the next frontier. $BIB $VTRS https://www.usatoday.com/story/life/health-wellness/2026/07/31/ozempic-temporal-hollowing/91113282007/

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  nomada@macrossluvsrobotechBullishJul 24

  $LXRX + $NVO ( $LLY ) $BIB $VTRS = LX9851 ACSL blockers like ACSL inhibition (LX9851 from Lexicon Pharmaceuticals, Inc. ) offer an intriguing angle on GLP‑1 side effects because they modulate gut‑hormone release indirectly rather than flooding the system with injected GLP‑1 agonists. By activating the ileal brake, ACSL blockers may promote steadier appetite reduction and slower metabolic shifts. That matters because GLP‑1‑related hair loss is often driven by rapid weight‑loss stress (telogen effluvium), and “Ozempic face” stems from abrupt subcutaneous fat loss. If ACSL blockers support more gradual fat reduction and better lean‑mass preservation, bone preservation, they could theoretically soften these effects. Evidence is still early, but the mechanism suggests a pathway toward gentler_weight_loss with fewer aesthetic downsides.

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  JON BAIN@jjon2121Jul 7

  $LABD $LABU $XBI $IBB $BIB Posted wrong link, https://www.bioworld.com/articles/732289-vertex-buying-crinetics-for-10b

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  JON BAIN@jjon2121Jul 7

  $LABD $LABU $BIB $IBB$XBI Reason bio pumping again. Announced Vertex buying Crinetics for $10B Announced yesterday. https://www.bioworld.com/articles/732285-novartis-to-pay-15b-for-myricx-bio-and-its-novel-adc-payloads As long as these buyouts keep coming, bio won't stop. Big difference between now & previous years. Companies would never announce buyouts with prices this high before. They would wait for pullback to get a better price & runup.

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  nomada@macrossluvsrobotechBullishJun 29

  $LXRX Aaaand there's this **NEWS JUST OUT**= VERY VERY BIG (In my view) = STARTING TOMORROW JULY 1st = GLP -1 's now covered by Medicare The Medicare GLP-1 Bridge Program is scheduled to last for exactly 18 months, running from July 1, 2026, through December 31, 2027.Because this is launched as a federal demonstration pilot rather than a permanent change to the law, the program will automatically expire at the end of 2027 unless Congress passes new legislation to permanently overturn the decades-old ban on Medicare weight-loss coverage. Because federal law explicitly bans Medicare from covering weight-loss drugs, the current 18-month program is a loophole called a "demonstration project." The executive branch uses these projects to test new coverage rules temporarily, but they cannot keep them going indefinitely without a legislative change. https://www.medicare.gov/coverage/weight-loss-drugs $VRTS $NVO $LLY $BIB

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  Howard Lindzon@howardlindzonJun 29

  the case for biotech and the breakout good read $xbi $bib $ibb $xlv https://thierryvonarvy.substack.com/p/the-biotech-breakout

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  Craig Provenzo@Scatpack22Jun 27

  $BIB Who bought that breakout at $91 other than me?

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  nomada@macrossluvsrobotechBullishJun 11

  $BIB $LXRX $NVO $VTRS 🇯🇵 Since 2018, Japan has approved Suglat (ipragliflozin) as an insulin add-on for T1D — first SGLT2i cleared there. A patient satisfaction survey (DTSQ) showed real QoL gains: better glucose control, lower insulin needs. 🇺🇸 Sotagliflozin (Zynquista— same dual SGLT1/2 class — showed comparable benefits in inTandem trials: lower A1C, reduced bodyweight, less insulin required, sustained over 52 weeks. FDA gave feedback that the STENO1 study (Steno Diabetes Center) is adequately designed to provide DKA safety data supporting an NDA resubmission, with potential 2026 approval if requirements are met. STENO1 is past 50% enrollment, completing mid-2026 Breakthrough T1D backed early Zynquista trials citing significant blood-sugar reduction. Dr. Steve Edelman (UCSD/TCOYD) testified insulin alone isn’t enough for many T1D patients. =fewer/smaller insulin shots, tighter glucose control, better daily QoL — echoing what Japan’s T1D patients have reported since 2018.

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  nomada@macrossluvsrobotechBullishJun 11

  $BIB $LXRX $NVO $VTRS This cerebras expert is now a Lexicon Pharma Expert. Cute.

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  nomada@macrossluvsrobotechBullishJun 11

  $BIB $LXRX $NVO $VTRS YOU FOOL. EVERYBODY KNOWS YOU STILL NEED INSULIN. ONLY AN IDIOT WOULD BELIEVE OTHERWISE. A POST THAT EMPHASIZES THE BENEFITS OF A PILL OVER PUMPING INSULIN ARE IRREFUTABLE LIKE THAT HAVE BEEN IN JAPAN SINCE 2019.

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  nomada@macrossluvsrobotechBullishJun 11

  $LXRX = FDA DECISION COMING SHORTLY!! NO MORE PAINFUL INSULIN SHOTS FOR TYPE 1 Diabetes!!! FIRST ORAL PILL EVER!!!!! 💪😉🇺🇸🙏 $BIB partners = $NVO and $VTRS

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  nomada@macrossluvsrobotechBullishJun 11

  $LXRX 💪😉 $BIB $UNH our partners = $NVO $VTRS

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  nomada@macrossluvsrobotechBullishJun 10

  $LXRX Type 1 DIABETES = ABOUT TO GET PAWNED. $BIB $UNH Our partners = $NVO $VTRS

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