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@BowTiedBiotech BowTiedBiotech π§ͺπ¬π§¬BowTiedBiotech π§ͺπ¬π§¬ posts on X about $kymr, $abbv, $janx, $azn the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXX% currencies XXX% technology brands XXX% cryptocurrencies XXXX% vc firms XXXX%
Social topic influence $kymr #8, $abbv #9, $janx #33, $azn #51, $nvs #9, $lly #158, $xbi #9, $wve #16, $arwr 2.47%, $mrk XXXX%
Top accounts mentioned or mentioned by @biopharmiq @kovallrhett @semodough @andre_agtc @myesmo @larvol @wolfejosh @luxcapital @lifescivc @andersresearch @drrishabhonco @anandcpatelmdms @kylahucik @bambossie81 @varro_analytics @anders_research @brwtoovey @alt_nicholson @pgainz96934 @ctamaga
Top assets mentioned Kymera Therapeutics, Inc. Common Stock (KYMR) AbbVie Inc (ABBV) Janux Therapeutics, Inc. Common Stock (JANX) AstraZeneca PLC (AZN) Novartis AG (NVS) Eli Lilly and Company (LLY) Wave Life Sciences Ltd. Ordinary Shares (WVE) Arrowhead Research Corporation (ARWR) Merck & Co., Inc. (MRK) Amgen, Inc. (AMGN) Pfizer, Inc. (PFE) Disc Medicine, Inc. Common Stock (IRON) Novo-Nordisk (NVO) Avidity Biosciences, Inc. Common Stock (RNA) Dyne Therapeutics, Inc. Common Stock (DYN) Ionis Pharmaceuticals, Inc. Common Stock (IONS) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Synthetify (SNY) Vertex Protocol (VRTX) SuperRare (RARE) Vir Biotechnology, Inc. Common Stock (VIR) Gilead Sciences, Inc. (GILD) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) uniQure N.V. (QURE) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Sanofi (SNY) Adverum Biotechnologies, Inc. Common Stock (ADVM) Tourmaline Bio, Inc. Common Stock (TRML) Celldex Therapeutics, Inc (CLDX) Johnson & Johnson (JNJ)
Top posts by engagements in the last XX hours
"1/ Structural biology just got sent to the retirement home. Two back-to-back papers (Nature + Science) proved the entire field spent a decade polishing crystals while the game moved to genomic semantics. Evo 7B killed structural biology with a DNA prompt. A π§΅"
X Link 2025-12-05T03:41Z 21.8K followers, 38.2K engagements
"10 -- Drugs on Track for FDA Approval in 2025 $IONS $SNY $RGNX $VRTX $ABBV $SWTX $ARWR $URGN $RARE Source: Maryam Daneshpour on the HR app"
X Link 2025-01-17T15:20Z 21.8K followers, 32.2K engagements
"πMasked TCE showdown on deck $VIR PRO-XTEN PSMA engager now in clinic; $JANX TRACTr EGFR readout next. Both companies are chasing the same thesis tumor-restricted unmasking to kill CRS without killing potency. Vir Biotechnology Announces First Patient Dosed in Part X of Phase X Trial of PSMA-Targeting PRO-XTEN Dual-Masked T-Cell Engager VIR-5500 in Combination with Androgen Receptor Pathway Inhibitors for the Treatment of Metastatic Prostate Cancer"
X Link 2025-10-10T11:08Z 21.8K followers, 9149 engagements
"#ESMO25 Sentiment Index - What oncologists are excited about X $AZN (AstraZeneca) X $RHHBY (Roche) X $MRK (Merck & Co.) X $NVS (Novartis) X $AKESY (Akesobio) X $LLY (Eli Lilly) X $AMGN (Amgen) X $GILD (Gilead) X Sichuan Kelun Pharma π $PFE (Pfizer)"
X Link 2025-10-14T12:11Z 21.8K followers, 3898 engagements
"Rough week -XX% $BHVN The CRL does not appear to be a flip-flop like $QURE FDA didnt greenlight then reverse on Biohaven it maintained a high bar for RWE-as-primary evidence and the CRL reflects that standard. FDA did about-face on uniQures AMT-130 for HD after earlier signaling Phase 1/2 + external controls could support a BLA (with BTD/RMAT in hand) the agency now says those data arent sufficient hammering the stock. Takeaway: Same theme two outcomes Biohaven hit the predictable RWE wall; uniQure ran into a moving one. The lesson - if your efficacy case leans on external controls plan for a"
X Link 2025-11-05T21:17Z 21.8K followers, 7025 engagements
"@wolfejosh @Lux_Capital π Thank you for sharing. Biotech TLDR below ππΌ"
X Link 2025-11-23T03:22Z 21.8K followers, 1242 engagements
"BIOTECH MARKET RESEARCH $IRON Ep. XXX When clean biology hits messy disease Disc Medicines DISC-0974 is one of the purest translation tests in hematology right now. The $IRON story started with a simple thesis hepcidin drives inflammatory anemia and suppressing it should free iron and restore red-cell production. Thats why early in the companys life they licensed the HJV-blocking antibody portfolio from $ABBV a move that put DISC-0974 at the center of their founding strategy in iron-restricted diseases. @LifeSciVC please confirm I have it correct - it was awhile ago On slides the story is"
X Link 2025-11-24T10:30Z 21.8K followers, 4876 engagements
"$PYXS is another one to watch into year-end data. If MICVO hits its the first-ever VALIDATION of stromal-targeting and it opens the tumor matrix itself as a novel class of proximal targets. Positive data = land rush for ECM/stromal targets. Every Big Pharma ADC group starts chasing EDB FAP tenascin etc. overnight. TCE players likely will also follow faststroma is the gatekeeper to cold tumors. Not financial advice but we are watching this one very closely & you should too"
X Link 2025-11-25T03:37Z 21.8K followers, 6941 engagements
"@Anders_Research Why the negative reaction Because in-vivo puts auto and allo out of business"
X Link 2025-11-25T13:14Z 21.8K followers, XXX engagements
"5/ Structural biology crawls local minima around known scaffolds. Semantic biology teleports to brand-new minima by sampling genomic contexts evolution never explored. Evo just invented protein functions that lost the evolutionary arms race 800M years ago"
X Link 2025-12-05T03:41Z 21.8K followers, 2306 engagements
"6/ Therapeutics structural biology can never reach: Efflux-proof de novo RNases next-gen ADC warheads 10+ orthogonal toxinantitoxin kill switches in one chassis Hypoxia-gated suicide genes for solid tumors Resistance-proof broad-spectrum anti-CRISPRs All prompted synthesized validated in months"
X Link 2025-12-05T03:41Z 21.8K followers, 2477 engagements
"Semantic biology coming faster than you think. catalytic motif scaffolding turns enzyme design from art into Lego. Hybrid ML + atomistic modeling lets you reuse catalytic motifs to one-shot powerful biocatalysts for new reactions"
X Link 2025-12-06T02:12Z 21.8K followers, 14K engagements
"3 BaEVTR-CoD When Envelope Engineering Becomes a Drug Sana starts with BaEVTR a baboon retroviral envelope that already beats VSV-G on resting CD34+ cells. Then they stack modifications: Swap in an HIV-recognized MACA cleavage site to get cleaner R peptide removal and better fusion Codisplay fibronectin fragments that bind VLA-4 and VLA-5 their CoD module to lock onto HSPCs Result higher potency in vivo long term marking of human HSPCs and their progeny after simple IV dosing"
X Link 2025-12-07T12:41Z 21.8K followers, XXX engagements
"4 VLPs As Disposable Editors Not Viral Genomes They package Cas9 or base editors as RNPs in virus like particles no viral genome no integration. They target B2M as a surrogate for editing efficiency and quietly show the key thing investors miss: Flow data shows X% edited BM cells at week XX Deep sequencing says XX% edited alleles in huCD45+ marrow with durable edits in HSC and MPP compartments The takeaway the stem compartment is edited far more than surface markers suggest which is exactly what you want for cures"
X Link 2025-12-07T12:41Z 21.8K followers, XXX engagements
"Thoughts $1.5B mcap $COPN.SW"
X Link 2025-12-07T18:23Z 21.8K followers, 9202 engagements
"$IRON X% dip on this setup is basically noise (after XX% runup) + sell-the-news on a crowded long not the market saying the RALLY-MF story broke down. Data package ranks as Good per our scorecard. We would update PoS modestly higher and worry more about how the next cut (EOP2 2H26) moves it toward or away from the Strong column"
X Link 2025-12-09T04:23Z 21.8K followers, 2521 engagements
"How Microbiome & IRAK4 Biology Could Enhance Cardiometabolic Blockbuster Medicine - think implications to Ozempic/Wegovy $NVO Mounjaro/Zepbound $LLY Rinvoq $ABBV Repatha $AMGN Jardiance $LLY / Farxiga $AZN Lipitor $PFE and Rezdiffra $MDGL Inhibition of IRAK4 by microbial trimethylamine blunts metabolic inflammation and ameliorates glycemic control X key implications: X Microbiome = Kinase drugs We just found a gut metabolite that acts like a systemic IRAK4 inhibitor. Next step is a whole pipeline of metabologics that hit host kinases not just GPCRs. Over time that can start to compete or"
X Link 2025-12-09T12:02Z 21.8K followers, 2986 engagements
"The NEW biotech Due Diligence Edge - Private jet tracking $XBI"
X Link 2025-12-11T15:05Z 21.8K followers, 6601 engagements
"Now +70% with room to run. $SLDB Didnt even wait for the standard 4:30pm to announce the follow on The usual players: Adage Capital Partners LP Bain Capital Life Sciences Invus Perceptive Advisors RA Capital Management TCGX Venrock Vestal Point Capital a U.S.-based life-sciences focused institutional investor a major mutual fund and a large investment management firm IYKYK π ππΌ .a U.S.-based life-sciences focused institutional investor"
X Link 2025-02-18T12:36Z 21.8K followers, 4505 engagements
"$ACET +30% First Allogeneic CAR-T Signal in Lupus but Dont Call It a Reset Yet Ph1 LN update; all 5/5 patients responded (3 CRs X PRs) after ADI-001 an off-the-shelf T-cell anti-CD20 CAR-T. Importantly no ICANS or G3 CRS an early safety edge for the allogeneic play. πWhats new: 1st efficacy signal for a allogeneic CAR-T in AID. Safety supports off-the-shelf repeat-dose thesis. Places $ACET among the immune reset cell-therapy set (alongside $CABA $KYTX $RNAC) but without autologous complexity. βΉWhats missing: Tiny dataset (n=7 total 29mo follow-up). No IgG IgM or B-cell data so reset is"
X Link 2025-10-07T11:20Z 21.8K followers, 4565 engagements
"π©This is what capitulation M&A looks like in biotech $LLY just bought $ADVM Ph3 wet AMD gene therapy but look at the structure. Upfront cash is only 74M total (about XXXX per share). The rest of the headline (260M) is a CVR that only pays if (1) the drug gets FDA approval and (2) does $1B a year in sales. βThe CVR is 2.5x bigger than the upfront and makes up XX% of the deal value That is not normal for a late-stage asset in a multi billion dollar eye disease market. That is distress. Public biotech M&A premiums have already collapsed from XXX% in 2023 to XX% in Q2 2025. $ADVM holders"
X Link 2025-10-25T15:44Z 21.8K followers, 13.3K engagements
"π T Cells Heating Up Last week Ipsen dropped $$$ on French biotech ImCheck for its T-cell agonist platform. This week Nature published a study showing CCR5-edited CAR-T cells that kill CD19+ tumors while staying HIV-resistant. X What it is A cell therapy built from donor-derived T cells engineered to: KO CCR5 (so HIV cant infect them) Knock-in a CD19 (to kill tumors) These T cells are naturally MHC-independent so they can be off-the-shelf no matching no graft-vs-host risk. X Who its for People living with HIV who develop B-cell cancers like: DLBCL Burkitt lymphoma Primary CNS lymphoma"
X Link 2025-10-29T01:55Z 21.8K followers, 2532 engagements
"-100% since PR But still +60% up 7:30am ET $CRBU The good: The RDE BCMA-nave XX% ORR/75% CR is competitive with the best allo data and approaching autologous ORR The bad: Only XX patients with 8.3-mo median FU. Safety includes a treatment-related death (ICAHT) and GBS which is worse than Poseidas early profile and will draw scrutiny. No GvHD reported (good). If they can sustain deep durable responses with acceptable safety in a few dozen consecutive patients (and especially show activity after prior BCMA) CB-011 becomes a credible off-the-shelf contender. Until then treat this as promising"
X Link 2025-11-03T12:34Z 21.8K followers, 9598 engagements
"$JANX -XX% thoughts. It looks to me the drug delivers an ORR and PFS to be competitive in 5L.but its not a clear step up in TPP. The company had already announced a focus on 2/3L pre-pluvcito so that part was known. To still believe in the story one has to believe moving up to 2L will improve their PFS number 30-40%+.that is the disconnect atm imho. Longer term it appears they are still in the game but until that data comes the stock re-rates. In retrospect there was little chance of this readout meeting expectations. With the pivot to 2/3L there was almost sure to not be enough data to"
X Link 2025-12-01T22:40Z 21.8K followers, 14.1K engagements
"@KovallRhett @anandcpatelmdms Much love structural biology β€ cryoEm Xstal NMR MS-HDX"
X Link 2025-12-06T18:54Z 21.8K followers, XXX engagements
"CD47 x R upfront in iNHL = big signal tiny dataset $ALXO +10% on back from the dead signs of life. βEfficacy vs SOC: Evorpacept + R (IST n=24) CR 92%. Historical 1L R XX% and R-chemo XX% in Here we have yet another example of I/O in combo in 1L before TME remodeling delivering in liquid tumor. Upfront is the sweet spot for now. There is a key to unlocking beyond-PD1-IO even in solid tumors yes. As we continue to suggest the answer lies in the sequencing of combo therapy. Lets see how this data holds up when randomized"
X Link 2025-12-08T11:43Z 21.8K followers, 1649 engagements
"@semodough Should read positive with a path forward although those looking for more answers than $JANX were able to provide at this time will likely remain disappointed"
X Link 2025-12-09T12:09Z 21.8K followers, XXX engagements
"Top XX CDMOs by 2023 revenue X Lonza β‘ $XXXX billion X Thermo Fisher Scientific β‘ $XXXXX billion X Catalent Pharma Solutions β‘ $XXXXX billion X Samsung Biologics β‘ $XXXXX billion X WuXi Biologics β‘ $XXXXX billion X Siegfried β‘ $XXXXX billion X Recipharm β‘ $XXXXX billion X FUJIFILM Diosynth Biotechnologies β‘ $XXXXX billion X Boehringer Ingelheim β‘ $XXXXX billion π MilliporeSigma/ Merck Group β‘ $XXXXX million Source: Maryam Daneshpour on the HR app"
X Link 2024-09-21T12:03Z 21.8K followers, 1614 engagements
"1/ Big Pharma is betting inflammation = the next cholesterol. $NVS just spent $1.4B buying $TRML for its IL-6 asset. π Everyones watching obesity drugs but atherosclerosis is lining up as the next mega-blockbuster. Skip to post 7&8 and we get into where this is all headed by 2035 Lets discuss π§΅"
X Link 2025-09-13T11:54Z 21.8K followers, 10.4K engagements
"Mast cells are back in play and heres why and what has to be proved next $CLDX Mast cells are back because the biology is central and the new engineering finally looks safe and durable. Early CDX-622 (SCF/TSLP) PD is encouraging: tryptase XX% for XX weeks clean SAD safety Differentiation requires clinical wins vs benchmarks: UAS7=0 in a big slice of CSU quickly 4-pt itch drops with lesion healing in PN 4050% AAER reduction in T2-low steroid sparing marrow-sparing safety SC convenience Anything short of that is an elegant biomarker story that wont move practice. Sales comp: Tezspire (TSLP) is"
X Link 2025-10-31T12:47Z 21.8K followers, 6307 engagements
"Hey Grok - How could $KYMR STAT6 readout possibly disappoint"
X Link 2025-11-22T22:49Z 21.8K followers, 6981 engagements
"$KYMR STAT6 1b must look good otherwise no way they invest $50M+ in the Ph2 As a reminder of where the bar sits: Dupilumab: 4451% EASI-75 vs 1215% placebo. Upadacitinib: 6080% EASI-75 vs 1316% placebo. A first-in-class oral STAT6 degrader doesnt need JAK-level efficacy to be competitive (safety/tolerability and convenience matter) but it likely needs to beat dupilumab-like ranges to be a category leader"
X Link 2025-11-25T12:13Z 21.8K followers, 12.4K engagements
"Your Weekly Biotech News Fix Ep. XXX Designed to be consumed as a quick scroll π Otsuka IgAN Win (Voyxact) πΈ CMS Price Cuts ($NVO GLP-1) π‘ $AZN Imfinzi for Stomach Cancer 𧬠$NVS SMA Gene Therapy π€ $RNA $12B $NVS Deal πβ $NVO Amycretin Weight Loss Data π©Έ $JNJ Myeloma Combo Data π¨ Pazdur Questions FDA Expedited Safety π§ $JNJ Anti-Tau Alzheimer's Fails π $NVO GLP-1 Alzheimer's Failure"
X Link 2025-11-28T17:00Z 21.8K followers, 1572 engagements
"BIOTECH MARKET RESEARCH $PYXS Ep. XXX MICVO might be the first ADC to truly drug the tumor matrix not the cell. MICVO targets EDB+ fibronectin in the ECM using extracellular cleavage + bystander killing to punch through stroma in R/M HNSCC. Dec 2025 readout = pure binary: β
Validates ECM-targeting ADCs as a new class β Or the whole mechanism gets written off Full breakdown on subst*ck:"
X Link 2025-12-01T10:30Z 21.8K followers, 2643 engagements
"1/ Presenting A Master Class in Viral Pseudotyping (from Sana Biotechnology) This one if for the virologists and protein engineers. While everyone is chasing B-cell depletion right (CD19 CD20 etc) the real story is quietly shifting back to the bone marrow. $SANA just shared how to edit human stem cells in vivo without conditioning or ex vivo manipulation. Thats the leap the field has been waiting for. A π§΅"
X Link 2025-12-07T12:41Z 21.8K followers, 4634 engagements
"$KYMR next week"
X Link 2025-12-07T17:48Z 21.8K followers, XXX engagements
"Dyne $DYN DELIVER topline quick take: While $RNA is still in the drivers seat this looks like a real win for $DYN and PMO-conjugates a great surrogate story confirmatory risk still ahead. β
TfR1-PMO is doing the job more oligo into muscle (10x eteplirsen not as robust as $RNA although statisticians will have fun with pooled analysis vs natural history etc) β
TTR 10MWR PUL2.0 SV95C FVC% all point the right way although nominal p0.05 β
Repeat dosing looks clean. Mostly fever headache. No kidney platelet liver landmines. Doctor and payer friendly versus AAV baggage. β
With FDA under heat"
X Link 2025-12-08T12:15Z 21.8K followers, 3517 engagements
"$KYMR KT-621 AD readout real or mirage Mr Market sees the promise +20% Reminder we are talking Oral STAT6 degrader in moderatesevere AD. STAT6 sits at the IL-4/IL-13 choke point so this is an oral biologic in spirit. PD looks the part STAT6 XX% in blood XX% in skin by Day XX Th2 cascade moves directionally correct Clinical at X weeks (OL n=22) EASI XX% EASI-75 XX% vIGA 0/1 XX% Itch XX% onset by Day X Safety: no SAEs or related TEAEs no conjunctivitis or oral herpes clean labs and ECG Benchmark: dupi at XX weeks lands 4451% EASI-75 and 6972% mean EASI with a real placebo gap. KT-621 has to"
X Link 2025-12-08T12:30Z 21.8K followers, 3251 engagements
"$WVE +50% π Why bulls are fired up Clear proof-of-biology: single XXX mg dose cut visceral fat XXX% total fat XXX% and increased lean mass +3.2% by Day XX on-mechanism for INHBE knockdown with XX% Activin E suppression and clean safety. Infrequent dosing profile fits an add-on/maintenance lane with GLP-1s (preserve lean deepen visceral-fat loss). Obesity scarcity + meaningful short interest = squeeze fuel. π» What still isnt proven Headline stats are mostly within-arm; placebo-adjusted significance/CIs not shown. Weight change is modest (0.9% adj. at X mo); regulators still care about the"
X Link 2025-12-08T12:54Z 21.8K followers, 7369 engagements
"+37% $TERN What the bulls like / what the bears dont From an investor and strategic standpoint this announcement realigns the company sharply around a single oncology asset. After earlier metabolic/obesity programs (e.g. TERN-601) underperformed and were deprioritized $TERN is now a near pureplay CMLfocused biotech. πBulls like Best early efficacy print: week-24 MMR XX% achieved (14/22) and XX% cumulative (24/32 incl. maintainers). Tough baseline still hits: median X prior TKIs; XX% prior asciminib; XX% baseline X% IS; XX% 10%; signal showing up in a heavy cohort. Clean simple dosing: QD"
X Link 2025-12-09T04:34Z 21.8K followers, 9265 engagements
"The $WVE effect on derisking INHBE $ARWR +11%"
X Link 2025-12-09T11:36Z 21.8K followers, 3727 engagements
"@semodough Generational setup on the table.we are just getting started $XBI"
X Link 2025-12-09T12:07Z 21.8K followers, XXX engagements
"π MAJOR SIGNAL: Biotech stocks are significantly out performing the major indexes & investors have taken notice. DEMAND FOR PUBLIC EQUITY IS UP. You all know the cadence: Follow-on demand - IPO demand - x-over demand - private demand Yesterday we also got ANOTHER rate cut and Biotech M&A rumors continue to swirl. What a time. $XBI Data below from @ky_lahucik"
X Link 2025-12-11T11:20Z 21.8K followers, 4679 engagements
"$RZLT -XX% missed primary π€"
X Link 2025-12-11T17:31Z 21.8K followers, 3602 engagements