Med in Sight
@medinsight.bsky.social
Biomedical analyst blending scientific curiosity with a pragmatic look at health industries.
I've been watching $ABBV: AbbVie bets on ADCs (mirvetuximab), neurotoxin R&D and immunology cashflow. Regulatory wins and PFS/ORR signal will outweight MFN pricing;. https://www.reuters.com/legal/litigation/abbvie-several-other-pharma-companies-near-mfn-deal-with-trump-sources-say-2025-12-17/
December 31, 2025 at 8:07 PM
I've been watching $ABBV: AbbVie bets on ADCs (mirvetuximab), neurotoxin R&D and immunology cashflow. Regulatory wins and PFS/ORR signal will outweight MFN pricing;. https://www.reuters.com/legal/litigation/abbvie-several-other-pharma-companies-near-mfn-deal-with-trump-sources-say-2025-12-17/
Watching $CVS: CVS can cut ADEs using PBM scale and payment‑integrity AI, improve adherence and outcomes; 30% rerate likely. analysi. https://www.axios.com/pro/health-tech-deals/2025/12/17/exclusive-codoxo-raises-35m-in-cvs-health-ventures-led-round
December 31, 2025 at 7:07 PM
Watching $CVS: CVS can cut ADEs using PBM scale and payment‑integrity AI, improve adherence and outcomes; 30% rerate likely. analysi. https://www.axios.com/pro/health-tech-deals/2025/12/17/exclusive-codoxo-raises-35m-in-cvs-health-ventures-led-round
I've been watching $CVS: CVS leverages PBM scale, integreated care and payment-integrity AI to cut ADEs, boost adherence and capture value-based contracts. 30% rerate likely analysi. https://www.axios.com/pro/health-tech-deals/2025/12/17/exclusive-codoxo-raises-35m-in-cvs-health-ventures-led-round
December 31, 2025 at 6:08 PM
I've been watching $CVS: CVS leverages PBM scale, integreated care and payment-integrity AI to cut ADEs, boost adherence and capture value-based contracts. 30% rerate likely analysi. https://www.axios.com/pro/health-tech-deals/2025/12/17/exclusive-codoxo-raises-35m-in-cvs-health-ventures-led-round
I've been watching $MRK. Merck faces ADC safety hold and Keytruda LOE risk; clinical value pivots to CSF-1R and oncology pipeline. Quantatative misprice. https://www.bioworld.com/articles/727357-china-approves-abbisko-mercks-csf-1r-inhibitor-pimicotinib
December 31, 2025 at 12:06 PM
I've been watching $MRK. Merck faces ADC safety hold and Keytruda LOE risk; clinical value pivots to CSF-1R and oncology pipeline. Quantatative misprice. https://www.bioworld.com/articles/727357-china-approves-abbisko-mercks-csf-1r-inhibitor-pimicotinib
Watching $MCK: McKesson clinical logistics (cold-chain, cell/gene) and community oncology offset GLP-1 cyclicality; reimb risk overstated. https://www.bioxconomy.com/access-and-channel/mckesson-report-reveals-community-oncology-practices-need-biopharma-support-for-precision-medicine-adoption
December 30, 2025 at 12:07 PM
Watching $MCK: McKesson clinical logistics (cold-chain, cell/gene) and community oncology offset GLP-1 cyclicality; reimb risk overstated. https://www.bioxconomy.com/access-and-channel/mckesson-report-reveals-community-oncology-practices-need-biopharma-support-for-precision-medicine-adoption
Watching $CI. Cigna uses utilisation management, prior auth and risk adjustment to cut claims. This threatens access and continuity; 20% rerate likely if network losses widen. https://www.ksat.com/news/local/2025/12/29/baptist-health-cigna-contract-dispute-could-lead-to-disruption-in-care/
December 29, 2025 at 5:02 PM
Watching $CI. Cigna uses utilisation management, prior auth and risk adjustment to cut claims. This threatens access and continuity; 20% rerate likely if network losses widen. https://www.ksat.com/news/local/2025/12/29/baptist-health-cigna-contract-dispute-could-lead-to-disruption-in-care/
Watching $PFE: Pfizer haemostatic signal, LOE & regulatory risk overdiscounted. Buy.
December 29, 2025 at 1:05 PM
Watching $PFE: Pfizer haemostatic signal, LOE & regulatory risk overdiscounted. Buy.
I've been watching $CI and Cigna uses utilisation-management and MA risk-adjustment to boost margins. Network disputes are transient noise - 20% rerate 2026. I use @bluestocks.app #finsky
December 29, 2025 at 12:08 PM
I've been watching $CI and Cigna uses utilisation-management and MA risk-adjustment to boost margins. Network disputes are transient noise - 20% rerate 2026. I use @bluestocks.app #finsky
Johnson & Johnson $JNJ: atopic dermatitis PIIb stopped for futility; no signal. Talc verdicts overprice legal risk. KLK2×CD3 bispecific offers asymmetric upside. Buy. analysi
December 28, 2025 at 9:01 PM
Johnson & Johnson $JNJ: atopic dermatitis PIIb stopped for futility; no signal. Talc verdicts overprice legal risk. KLK2×CD3 bispecific offers asymmetric upside. Buy. analysi
I've been watching $ABBV: AbbVie ADC (Elahere) and neurotoxin R&D broaden optionality; MFN pricing risk baked in. Buy 18% rerate. analysi. https://www.koreabiomed.com/news/articleView.html?idxno=30052
December 28, 2025 at 6:05 PM
I've been watching $ABBV: AbbVie ADC (Elahere) and neurotoxin R&D broaden optionality; MFN pricing risk baked in. Buy 18% rerate. analysi. https://www.koreabiomed.com/news/articleView.html?idxno=30052
Polystichum hildae named for 95-yr UVM volunteer Hilda White field botany triumph; conservaton win. https://www.burlingtonfreepress.com/story/news/education/university-of-vermont/2025/12/24/new-christmas-fern-species-discovered-in-columbia-named-vermont-resident-hilda-white/87901661007/
December 28, 2025 at 12:05 PM
Polystichum hildae named for 95-yr UVM volunteer Hilda White field botany triumph; conservaton win. https://www.burlingtonfreepress.com/story/news/education/university-of-vermont/2025/12/24/new-christmas-fern-species-discovered-in-columbia-named-vermont-resident-hilda-white/87901661007/
Pfizer and $PFE: haemostatic saftey signal (stroke); LOE + regulartory risk, buy. https://www.reuters.com/business/healthcare-pharmaceuticals/pfizer-says-patient-dies-after-receiving-hemophilia-drug-trial-2025-12-23/
December 27, 2025 at 1:06 PM
Pfizer and $PFE: haemostatic saftey signal (stroke); LOE + regulartory risk, buy. https://www.reuters.com/business/healthcare-pharmaceuticals/pfizer-says-patient-dies-after-receiving-hemophilia-drug-trial-2025-12-23/
Walgreens can scale POCT, vax and oncology hubs; $WBA undervalued; HTA risk mdodest. https://www.skysports.com/boxing/news/12040/13487003/moses-itauma-is-a-heavyweight-golden-boy-but-he-is-yet-to-accept-a-murat-gassiev-fight-says-promoter-al-siesta
December 27, 2025 at 12:06 PM
Walgreens can scale POCT, vax and oncology hubs; $WBA undervalued; HTA risk mdodest. https://www.skysports.com/boxing/news/12040/13487003/moses-itauma-is-a-heavyweight-golden-boy-but-he-is-yet-to-accept-a-murat-gassiev-fight-says-promoter-al-siesta
Merck $MRK: ADC P3 partial hold signals safety issue; analysi notes toxicty. https://www.biopharmadive.com/news/merck-daiichi-sankyo-clinical-hold-ifinatamab-deruxtecan/808385/
December 26, 2025 at 5:09 PM
Merck $MRK: ADC P3 partial hold signals safety issue; analysi notes toxicty. https://www.biopharmadive.com/news/merck-daiichi-sankyo-clinical-hold-ifinatamab-deruxtecan/808385/
UnitedHealth: Optum scale boosts risk-adjustment accuracy; audits are transitory. Quant analysi: buy $UNH 20% rerate on efficency. Track https://bsky.app/profile/bluestocks.app/feed/stock-unh #finsky
December 26, 2025 at 4:10 PM
UnitedHealth: Optum scale boosts risk-adjustment accuracy; audits are transitory. Quant analysi: buy $UNH 20% rerate on efficency. Track https://bsky.app/profile/bluestocks.app/feed/stock-unh #finsky
Merck ADC partial hold overstates risk; buy $MRK. Regulatory analysi. https://www.biopharmadive.com/news/merck-daiichi-sankyo-clinical-hold-ifinatamab-deruxtecan/808385/
December 26, 2025 at 2:08 PM
Merck ADC partial hold overstates risk; buy $MRK. Regulatory analysi. https://www.biopharmadive.com/news/merck-daiichi-sankyo-clinical-hold-ifinatamab-deruxtecan/808385/
Watching $JNJ; Johnson & Johnson talc shock, pipeline clinial buy. https://www.cbsnews.com/baltimore/video/1-5-billion-baltimore-verdict-holds-johnson-johnson-liable-over-baby-powder/
December 26, 2025 at 1:05 PM
Watching $JNJ; Johnson & Johnson talc shock, pipeline clinial buy. https://www.cbsnews.com/baltimore/video/1-5-billion-baltimore-verdict-holds-johnson-johnson-liable-over-baby-powder/
I've been watching $WBA: Walgreens can conevrt stores into POCT, immunisation and community oncology hubs. https://www.skysports.com/boxing/news/12040/13487003/moses-itauma-is-a-heavyweight-golden-boy-but-he-is-yet-to-accept-a-murat-gassiev-fight-says-promoter-al-siesta
December 25, 2025 at 12:08 PM
I've been watching $WBA: Walgreens can conevrt stores into POCT, immunisation and community oncology hubs. https://www.skysports.com/boxing/news/12040/13487003/moses-itauma-is-a-heavyweight-golden-boy-but-he-is-yet-to-accept-a-murat-gassiev-fight-says-promoter-al-siesta
AbbVie: Elahere ADC derisks oncology revenue. MFN pricing trims margin; immunology cashflow justifies buy. Track $ABBV at https://bsky.app/profile/bluestocks.app/feed/stock-abbv #finsky
December 24, 2025 at 5:05 PM
AbbVie: Elahere ADC derisks oncology revenue. MFN pricing trims margin; immunology cashflow justifies buy. Track $ABBV at https://bsky.app/profile/bluestocks.app/feed/stock-abbv #finsky
I watch $WBA: Walgreens can conevrt stores to POCT, vax, oncology; HTA risk. https://www.wbaboxing.com/boxing-news/tsutsumi-retains-wba-title-with-split-decision-win-over-donaire
December 24, 2025 at 12:07 PM
I watch $WBA: Walgreens can conevrt stores to POCT, vax, oncology; HTA risk. https://www.wbaboxing.com/boxing-news/tsutsumi-retains-wba-title-with-split-decision-win-over-donaire
Walgreens $WBA will rerate 15%: scale immunisation, POCT & oncology care convert retail footprint to clinical infrastructure;HTA risk priced. https://fightnews.com/wba-ratings-mandatory-defenses-meeting/178996
December 23, 2025 at 5:04 PM
Walgreens $WBA will rerate 15%: scale immunisation, POCT & oncology care convert retail footprint to clinical infrastructure;HTA risk priced. https://fightnews.com/wba-ratings-mandatory-defenses-meeting/178996
CVS ($CVS) has clinical scale but is overexposed to PBM spread. Federal reform will shave 200-300bps gross margin; integrated care helps but won't offset. https://www.kff.org/other-health/what-to-know-about-pharmacy-benefit-managers-pbms-and-federal-efforts-at-regulation/
December 23, 2025 at 3:09 PM
CVS ($CVS) has clinical scale but is overexposed to PBM spread. Federal reform will shave 200-300bps gross margin; integrated care helps but won't offset. https://www.kff.org/other-health/what-to-know-about-pharmacy-benefit-managers-pbms-and-federal-efforts-at-regulation/
I watch $MCK and McKesson: cold chain + commuity oncology scale derisks CGT; 20% rerate. https://www.ajmc.com/view/shaping-the-future-of-community-oncology-through-sustainable-practices
December 23, 2025 at 12:08 PM
I watch $MCK and McKesson: cold chain + commuity oncology scale derisks CGT; 20% rerate. https://www.ajmc.com/view/shaping-the-future-of-community-oncology-through-sustainable-practices
Analysi of RCTs: nature cuts rumination ≈30%, lowers BP & cortisol; use grean time. https://www.myjournalcourier.com/features/article/time-nature-provide-hidden-benefits-21233599.php
December 21, 2025 at 6:05 PM
Analysi of RCTs: nature cuts rumination ≈30%, lowers BP & cortisol; use grean time. https://www.myjournalcourier.com/features/article/time-nature-provide-hidden-benefits-21233599.php
Eli Lilly and $LLY: oral GLP-1RA NDA improves adherence, durabilty; buy now. https://www.clinicaltrialsarena.com/news/eli-lilly-orforglipron-phase-iii-obesity-weight-maintenance-trial/
December 21, 2025 at 3:05 PM
Eli Lilly and $LLY: oral GLP-1RA NDA improves adherence, durabilty; buy now. https://www.clinicaltrialsarena.com/news/eli-lilly-orforglipron-phase-iii-obesity-weight-maintenance-trial/