@biobucksnews Avatar @biobucksnews BioBucks

BioBucks posts on X about $lly, ipo, up to, $xbi the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 59.82% finance 21.43% countries 5.36% vc firms 2.68% technology brands 2.68% currencies 2.68% exchanges 1.79% cryptocurrencies 0.89%

Social topic influence $lly 19.64%, ipo #558, up to 12.5%, $xbi #33, $rvmd 8.04%, $nvo 8.04%, sanofi 6.25%, $msd 5.36%, $nbi 4.46%, $200m 4.46%

Top accounts mentioned or mentioned by @fiercebiotech @benthefidler @biocentury

Top assets mentioned Eli Lilly and Company (LLY) Revolution Medicines, Inc. (RVMD) Novo-Nordisk (NVO) Sanofi (SNY) Moderna Inc (MRNA) Novartis AG (NVS) Amgen, Inc. (AMGN) Hims & Hers Health, Inc. (HIMS) AbbVie Inc (ABBV) Synthetify (SNY) GSK plc (GSK) Merck & Co., Inc. (MRK) AstraZeneca PLC (AZN) Bristol-Myers Squibb Co (BMY) Sarepta Therapeutics, Inc. (SRPT) Intellia Therapeutics, Inc (NTLA) Pfizer, Inc. (PFE) Avidity Biosciences, Inc. (RNA) Alumis Inc. (ALMS)

Top Social Posts

Top posts by engagements in the last [--] hours

"1/3 Biotech IPOs have picked up so we built a Biotech IPO Tracker [----] ☕📈 Names + terms + pipeline + aftermarket. #biotech #IPO $NBI"
X Link 2026-02-13T16:56Z [--] followers, [--] engagements

"8/8 IPO / financing tape: AgomAb $200M IPO; SpyGlass Pharma $172.5M IPO; plus Nektar $400M follow-on. $NKTR $AGMB $SGP"
X Link 2026-02-15T12:35Z [--] followers, [---] engagements

"2/10 Novartis $NVS Avidity Biosciences $RNA: Total value: $12.0B Stage: Phase [--] TA: Neurology / Neuromuscular Date: 2025-10-26"
X Link 2026-01-11T14:48Z [--] followers, [--] engagements

"What are your predictions for M&A at #JPM26 Already rumours around Merck $MSD and Revolution Medicines $RVMD "
X Link 2026-01-11T14:52Z [--] followers, [---] engagements

"5/ IPO window watch: Eikon Therapeutics files for IPO a live test of how open the [----] window really is. Also: Veradermics files; Bright Minds $DRUG closes $175M offering; Alumis $ALMS closes upsized offering (+ option exercise)"
X Link 2026-01-12T12:39Z [--] followers, [---] engagements

"6/ Dealflow snapshot: Roche $RHHBY + MediLink: YL201 (B7H3 ADC) deal with $570M upfront/near-term milestones ex-China Madrigal $MDGL licenses $PFEs ervogastat for its MASH pipeline"
X Link 2026-01-12T12:39Z [--] followers, [---] engagements

"Rumor mill 👀: Sanofi $SNY is reportedly back in talks on Ocular Therapeutix $OCUL with a sweetened bid after the prior $16/sh offer was rejected. This and more in todays BioBucks #biotech #biopharma #JPM2026 #JPM26 https://www.biobucks.co/p/monday-epkinly-stumbles-and-the-ipo-window-cracks-open https://www.biobucks.co/p/monday-epkinly-stumbles-and-the-ipo-window-cracks-open"
X Link 2026-01-19T13:29Z [--] followers, [---] engagements

"Rumor mill: Sun Pharma is being linked with a non-binding approach for Organon ($10B EV incl. debt). If real its a huge swing womens health + biosimilars scale + bigger US footprint. Sun says the reports are speculative so this is firmly watchlist not done. $OGN #biopharma #biotech #MNA https://twitter.com/i/web/status/2013573728429293895 https://twitter.com/i/web/status/2013573728429293895"
X Link 2026-01-20T11:26Z [--] followers, [---] engagements

"7/ Big move #3: Valneva $VLA withdraws US filings for chikungunya vaccine IXCHIQ. A withdrawal after FDA actions usually = timeline reset + higher uncertainty which tends to widen discount rates fast"
X Link 2026-01-20T14:17Z [--] followers, [--] engagements

"2/ Bristol Myers Janux: up to $850M for masked / tumor-activated T-cell engagers incl. up to $50M upfront/near-term $800M milestones + tiered royalties . Big-cap validation for make T-cells safer engineering. $BMY $JANX"
X Link 2026-01-23T11:58Z [--] followers, [--] engagements

"Lilly $LLY Ventyx $VTYX proxy is a masterclass in how biotech M&A actually gets done (not how people pretend it gets done). A few takeaways worth stealing 🧵👇 1/ Catalyst outreach sprint: After positive VTX3232 updates (Oct 25) Ventyx didnt wait for inbound. They ran targeted outbound: contacted [--] large biopharmas signed [--] CDAs and forced a compressed timeline. 2/ ROFN = leverage + handcuffs: Sanofi had a right of first negotiation on VTX3232. That created credible heat (and speculation) but also added process constraints + narrative risk if nothing happens. Proxy even flags board concern"
X Link 2026-01-23T14:54Z [--] followers, [---] engagements

"Freshly updated biotech M&A and VC trackers for the week Additions: M&A: GSKRAPT ( $GSK $RAPT) Rumours: SunOrganon IO Biotech VC: Corxel Mendra ErVimmune Infinitopes Think Exciva Full Trackers: M&A: VC: #Biotech $XBI https://www.biobucks.co/p/biotech-venture-funding-tracker-2026 https://www.biobucks.co/p/biotech-ma-tracker-2026 https://www.biobucks.co/p/biotech-venture-funding-tracker-2026 https://www.biobucks.co/p/biotech-ma-tracker-2026"
X Link 2026-01-25T12:22Z [--] followers, [---] engagements

"Today's BioBucks is out ☕ Merck $MSD reportedly walked away from Revolution Medicines $RVMD over price a reality check on $25B+ rumour comps. What it signals for 2026: even must-buy oncology has a price ceiling. 👇 Full breakdown and today's edition in the reply #Biotech"
X Link 2026-01-26T11:29Z [--] followers, [---] engagements

"4/ Sanofi still plans an FDA filing for amlitelimab in eczema despite mixed Phase 3s. A pure regulatory strategy tell swing factors are label breadth + differentiation in a crowded AD market. $SNY"
X Link 2026-01-26T15:56Z [--] followers, [--] engagements

"5/ Merck reportedly ends Revolution Medicines deal talks after a price disagreement. Message for 2026: even must-buy oncology isnt immune to price discipline. More in our tracker here: $MSD $RVMD #Biotech https://www.biobucks.co/p/biotech-ma-tracker-2026 https://www.biobucks.co/p/biotech-ma-tracker-2026"
X Link 2026-01-26T15:56Z [--] followers, [---] engagements

"2/ 💊 Obesity: Orals = demand driver. Early Wegovy scripts pull-forward + payer cannibalization debate (injectables vs. expansion). Roche CT-388 P2 (22.5% loss) crowds fast-followersdifferentiation (tolerability lean mass) key. $NOVO $LLY #GLP"
X Link 2026-02-01T15:44Z [--] followers, [--] engagements

"3/ 🧪 Immunology: Sanofi pushes amlitelimab eczema filing despite mixed P3spost-Dupixent confidence/urgency BISimcere IBD bispecific (42M upfront + 1.06B) signals TL1A/IL-23 heat. $SNY"
X Link 2026-02-01T15:44Z [--] followers, [--] engagements

"6/ 🏛 Policy Overhang: IRA Round [--] (Trulicity Biktarvy) + SCOTUS challenges reset modelsterminal pricing BD vs. buybacks tighten. TrumpRx delay extends multiple compression. #TRUMP #FDA #IRA"
X Link 2026-02-01T15:45Z [--] followers, [--] engagements

"7/ 🤝 Deal Tape Hits: HalozymeSurf Bio ($300M upfront platform) RecordatiModerna mRNA-3927 ($50M upfront global) Formation Bio autoimmune (up to $500M). Everything else: Regenxbio MPS holds Sanofi mRNA flu drop Summit PDUFA Nov"
X Link 2026-02-01T15:45Z [--] followers, [--] engagements

"1/ We just dropped todays BioBucks ☕ Novos next-gen GLP-1 flexes GSK hands Wave its editor back and FDA tries to speed up US manufacturing.👇 $NVO $GSK #biotech #GLP1"
X Link 2026-02-03T13:50Z [--] followers, [---] engagements

"5/ 🥉 FDA PreCheck: pilot to accelerate review paths for new US drug manufacturing facilities. If it works shorter timelines for capacity adds + tailwind for US-based CDMOs and resiliency/onshoring narratives. #CDMO #FDA"
X Link 2026-02-03T13:50Z [--] followers, [--] engagements

"6/ Deal tape 💸 $VTVT amends Newsoara PDE4 license: $20M upfront + milestones $PACB $ILMN: sale of short-read sequencing assets completed Spring Health acquires Alma Plus: $VAXX closes $632.5M offering; Sant Ventures closes $330M Fund V"
X Link 2026-02-03T13:50Z [--] followers, [---] engagements

"1/ Fresh BioBucks just dropped this am☕ DC brought vouchers + PBM drama $NVO guided down and $AMGN got the dreaded please withdraw note from FDA. 🧵👇 #Biotech #FDA $NVO $AMGN"
X Link 2026-02-04T15:35Z [--] followers, [--] engagements

"2/ The Big 3: 1) PRVs return + PBM reform funded 2) Novo outlook vibes 3) FDA vs Amgen over Tavneos (awkward) $NVO $AMGN #FDA"
X Link 2026-02-04T15:35Z [--] followers, [---] engagements

"Great to see Eikon price an upsized IPO: 21.18m shares at $18 ($381m gross pre greenshoe). $EIKN starts trading Feb [--] on Nasdaq. Upsizing at this level signals real demand from institutional investorsnow the key read-through for the biotech IPO window is aftermarket performance and whether it can hold/extend. $NBI #Biotech https://www.globenewswire.com/news-release/2026/02/05/3232603/0/en/Eikon-Therapeutics-Announces-Pricing-of-Upsized-Initial-Public-Offering.html_bhlid=738afc50fdd5523dbd7e4a8667cfff2b005b4c8b"
X Link 2026-02-05T10:33Z [--] followers, [---] engagements

"2/ Tape action (Feb 5): Tech-led risk-off: Nasdaq [---] -1.8% Defensives bid: XLV +1.3% Biotech dispersion: NBI +0.2% vs XBI -1.8%; BBC -2.9% #biotech #markets $XBI"
X Link 2026-02-05T14:25Z [--] followers, [--] engagements

"3/ Big [--] (policy + tape): - Eikon: upsized IPO = real-time sentiment check for late-stage biotech financing - FTC vs Express Scripts: insulin rebate settlement could reshape PBM contracting economics - Tavneos / Amgen: FDA revisits old data issue; agency reportedly asked withdrawal $AMGN #biotech https://twitter.com/i/web/status/2019417132061143298 https://twitter.com/i/web/status/2019417132061143298"
X Link 2026-02-05T14:25Z [--] followers, [--] engagements

"1/6 🚨 Feb [--] BioBucks biotech morning tape ☕ Two IPOs actually printed (SpyGlass + Agomab) FDA signaled tougher action on GLP-1 copycats (with $HIMS in focus) and biotech beta got smoked (XBI -3.6%). $NVO $HIMS #biotech #IPO #GLP1 https://www.biobucks.co/p/friday-ipo-tape-meets-compounding-heatutm_source=x&utm_medium=social&utm_campaign=tracker_push_20260206&utm_content=thread https://www.biobucks.co/p/friday-ipo-tape-meets-compounding-heatutm_source=x&utm_medium=social&utm_campaign=tracker_push_20260206&utm_content=thread"
X Link 2026-02-06T17:53Z [--] followers, [---] engagements

"2/6 🧾 IPOs (2 prints): SpyGlass: 9.375m @ $16 ($150m gross; $511m MCAP) Agomab: 12.5m ADS @ $16 ($200m gross; $780m implied MCAP) $SGP $AGMB"
X Link 2026-02-06T17:53Z [--] followers, [---] engagements

"3/6 📌 Why it matters: multiple IPOs getting done = capacity exists. But the real scoreboard is aftermarket performance thats what sets the clearing discount for whoevers next in line"
X Link 2026-02-06T17:53Z [--] followers, [--] engagements

"4/6 ⚖ GLP-1 / compounding: FDA leadership signaled tougher action vs mass-marketing unapproved copycats with $HIMS in focus. Read-through: telehealth/compounder unit economics stay under a regulatory cloud; branded narratives (👋 $NVO) can re-rate fast if enforcement tightens"
X Link 2026-02-06T17:53Z [--] followers, [---] engagements

"5/6 💸 Private financing tape: Angitia: $130m Series D (Frazier + Venrock; incl. BlackRock-managed funds/accounts + BVF/Logos/RA/Wellington) Third Arc Bio: $52m Series A extension (adds to a previously announced $165m Series A) led by new investor a16z (with Omega) + a broad syndicate https://twitter.com/i/web/status/2019831801280090217 https://twitter.com/i/web/status/2019831801280090217"
X Link 2026-02-06T17:53Z [--] followers, [--] engagements

"1/7 We just dropped todays BioBucks (Feb-9) ☕ 🧵 Leqembi goes SC in China (Priority Review) CSL takes an option-style look at recombinant polyclonal IgG and Hims & Hers compounded GLP-1 channel hits legal friction. 👇 #biotech #pharma #Biogen $HIMS"
X Link 2026-02-09T11:59Z [--] followers, [--] engagements

"2/7 Leqembi: the BLA for the subcutaneous formulation in early Alzheimers was granted Priority Review in China. Investor read: SC/autoinjector delivery can cut infusion burden (chair time / site logistics) often the real gate for uptake. #Leqembi #Biogen $BIIB"
X Link 2026-02-09T11:59Z [--] followers, [--] engagements

"3/7 Memo Therapeutics x CSL: recombinant polyclonal IgG collaboration + option structure up to $328M. Signal: option + milestones = capital-efficient diligence for the buyer; non-dilutive validation + upside for the platform"
X Link 2026-02-09T11:59Z [--] followers, [--] engagements

"4/7 Hims: will stop selling its compounded GLP-1 pill after US legal pressure + a DOJ referral. Read-through: compounded GLP-1 economics are colliding with enforcement risk creative distribution looks less durable. #GLP1 #HIMS $HIMS $NVO $LLY"
X Link 2026-02-09T11:59Z [--] followers, [---] engagements

"5/7 Tape context (Fri-6 close): risk-on snapback. Biotech outperformed on the green tape (XBI +4.0% vs S&P +2.0%) classic beta works behavior after a de-risking bout. $XBI $NBI $BBC $XLV"
X Link 2026-02-09T11:59Z [--] followers, [--] engagements

"6/7 Deal tape (terms) Innovent + Eli Lilly and Company: global oncology/immunology collab $350M upfront; up to $8.5B milestones; royalties exGreater China Satellos: $50M public offering (closing expected Feb 9) Lexicon Pharmaceuticals: closed $94.6M public offering + concurrent private placement $LLY #Innovent $LXRX https://twitter.com/i/web/status/2020829902707077323 https://twitter.com/i/web/status/2020829902707077323"
X Link 2026-02-09T11:59Z [--] followers, [--] engagements

"1/ Fresh BioBucks VC Tracker just dropped [--] new financings since the last update including Angitia's $130M Series D. Link + full list of updates below 👇 #Biotech #Angitia #VC https://www.biobucks.co/p/biotech-venture-funding-tracker-2026utm_source=x&utm_medium=social&utm_campaign=tracker_push_20260209 https://www.biobucks.co/p/biotech-venture-funding-tracker-2026utm_source=x&utm_medium=social&utm_campaign=tracker_push_20260209"
X Link 2026-02-09T16:55Z [--] followers, [--] engagements

"2/ Additions (1/3): Angitia Biopharma $130M Series D (Frazier Venrock RA Wellington etc.) Why it matters: big crossover-style syndicate = real risk appetite for later-stage private biotech (even in unsexy MSK). #Angitia #Frazier #Venrock #RACapital"
X Link 2026-02-09T16:55Z [--] followers, [--] engagements

"3/ Additions (2/3) Third Arc Bio $52M Series A extension (led by a16z; + Omega GS Alts BVF abrdn T. Rowe Hillhouse $ABBV Ventures) Why it matters: multispecifics still pull capital when theres a clear clinical wedge + platform expansion story. #ThirdArc #a16z #Omega"
X Link 2026-02-09T16:55Z [--] followers, [--] engagements

"4/ Additions (3/3) 3) AccurEdit Therapeutics $75M Series A (investors not publicly disclosed) Why it matters: funding for in vivo gene editing keeps showing upmarkets differentiating clinical traction vs platform promise"
X Link 2026-02-09T16:55Z [--] followers, [--] engagements

"5/ Want the other additions + deal alerts as they land Subscribe (free) to unlock the [----] VC tracker + get new financings in [--] mins/day: https://www.biobucks.co/p/biotech-venture-funding-tracker-2026utm_source=x&utm_medium=social&utm_campaign=tracker_push_20260209 https://www.biobucks.co/p/biotech-venture-funding-tracker-2026utm_source=x&utm_medium=social&utm_campaign=tracker_push_20260209"
X Link 2026-02-09T16:55Z [--] followers, [--] engagements

"1/7 We just dropped todays BioBucks (Feb-10) ☕ 🧵 REGENXBIO gets a CRL (Hunter syndrome) Lilly keeps writing checks (Orna up to $2.4B) and the financing/IPO tape keeps printing (QuantX $85M; AgomAb closes $200M). 👇 #Biotech $RGNX $LLY"
X Link 2026-02-10T13:47Z [--] followers, [---] engagements

"2/7 FDA REGENXBIO RGX-121 (Hunter/MPS II): Complete Response Letter. FDA flagged trial design + eligibility criteria comparability of the external natural-history control and whether the CSF biomarker surrogate is reasonably likely to predict clinical benefit. $RGNX #FDA"
X Link 2026-02-10T13:47Z [--] followers, [---] engagements

"3/7 Why it matters: ultra-rare + accelerated approval + external controls isnt a free pass. A CRL here can mean longer follow-up / more study work pushes time-to-revenue and raises read-through risk for other CNS/lysosomal gene therapy programs leaning on biomarker endpoints"
X Link 2026-02-10T13:47Z [--] followers, [--] engagements

"4/7 Deal tape: $LLY agreed to acquire Orna (reported up to $2.4B). Adds an RNA/LNP-enabled platform aimed at generating CAR-T cells in vivo (early focus: autoimmune). Signal = big-cap still pays for platform optionality"
X Link 2026-02-10T13:47Z [--] followers, [--] engagements

"5/7 Prints elsewhere: IambicTakeda AI discovery partnership (potentially $1.7B + royalties). QuantX oversubscribed $85M Series B (LAV + Sanofi Ventures). IPO closes: AgomAb $200M; SpyGlass $172.5M (full overallotment). Selective risk-on. #IAMBIC #IPO #Sanofi"
X Link 2026-02-10T13:47Z [--] followers, [--] engagements

"6/7 Macro/flows: broad tape green (Nasdaq-100 +0.8%) but healthcare lagged (XLV -0.9%). Biotech internals mixed (XBI +0.5% vs NBI -0.2%) more stock-picking than clean beta. $XBI $NBI $XLV"
X Link 2026-02-10T13:47Z [--] followers, [--] engagements

"7/7 ✅ Want this in your inbox daily plus access to our deal trackers 📩 Join the mailing list: #Biotech $XBI $LLY https://www.biobucks.co/ https://www.biobucks.co/"
X Link 2026-02-10T13:47Z [--] followers, [--] engagements

"🚨 BioBucks [----] M&A Tracker just refreshed New addition: Lilly / Orna (full terms structure + investor read-through now live) Full tracker (free updated weekly) #Biotech #Lilly $LLY #Orna #celltherapy https://www.biobucks.co/p/biotech-ma-tracker-2026 https://www.biobucks.co/p/biotech-ma-tracker-2026"
X Link 2026-02-10T18:51Z [--] followers, [---] engagements

"1/7 We just dropped todays BioBucks (Feb-11) ☕ 🧵 FDA refuses to review Modernas flu filing atopic dermatitis datapoints light up the tape (Nektar durability + Evommune Phase 2a) and deal flow stays active (ChugaiAraris; MemoCSL; ILiAD $115M). 👇 #Biotech #FDA $MRNA $NKTR https://twitter.com/i/web/status/2021579216777560100 https://twitter.com/i/web/status/2021579216777560100"
X Link 2026-02-11T13:36Z [--] followers, [--] engagements

"2/7 Moderna: Refuse-to-file / no-review is the worst kind of delay it forces a rework of the package not just a calendar slip. 📌Read-through: higher reg/CMC uncertainty wider timeline dispersion across respiratory/vaccine filings. $MRNA #FDA"
X Link 2026-02-11T13:36Z [--] followers, [--] engagements

"3/7 AD stole attention: Nektar posted REZOLVE-AD maintenance data showing durable disease control with monthly + quarterly dosing (incl. EASI-75 maintenance). 📌Investor lens: infrequent dosing + durability is the real competitive bar vs Dupixent-class incumbents. $NKTR"
X Link 2026-02-11T13:37Z [--] followers, [---] engagements

"4/7 More AD: Evommunes EVO301 hit its primary endpoint in Phase 2a at week [--] with rapid statistically significant EASI reductions vs placebo. Still early but clean efficacy in AD is one of the fastest routes to partnering interest"
X Link 2026-02-11T13:37Z [--] followers, [--] engagements

"5/7 Deal tape (BD&L): Chugai exercised an option to license Araris AraLinQ ADC linker-payload platform (target undisclosed); broader agreement cites potential consideration up to $780M (upfront undisclosed). Platform-quality still prices"
X Link 2026-02-11T13:37Z [--] followers, [--] engagements

"6/7 Option-style is back: Memo Therapeutics + $CSL collaboration + option on recombinant polyclonal IgG tech (milestones up to CHF 265M $328M + royalties). Plus: ILiAD raises $115M Series B led by RA Capital (w/ Janus Henderson + BNP Paribas AM Alts)"
X Link 2026-02-11T13:37Z [--] followers, [---] engagements

"7/7 ✅ Want this in your inbox daily plus access to our deal trackers 📩 Join the mailing list: https://biobucks.co/ https://biobucks.co/"
X Link 2026-02-11T13:37Z [--] followers, [--] engagements

"2/ What we track: therapeutic area lead asset + phase pricing date offer price proceeds valuation and the part that matters: aftermarket performance"
X Link 2026-02-13T16:56Z [--] followers, [--] engagements

"2/8 Top story (Regulatory): FDA hit Moderna with a refuse-to-file / refusal-to-review on its mRNA flu submission (comparator didnt reflect best available SOC). 📃Read-through: wider timeline dispersion for respiratory/vaccine filings. #FDA #Moderna $MRNA"
X Link 2026-02-15T12:35Z [--] followers, [--] engagements

"3/8 Another bar-raising moment: REGENXBIO got a CRL for RGX-121 (Hunter syndrome) trial design / external controls / biomarker-surrogate scrutiny still very real. #FDA #REGENXBIO"
X Link 2026-02-15T12:35Z [--] followers, [--] engagements

"Want this daily in [--] minutes + bookmark the trackers: M&A (updated incl. LillyOrna): BD&L: https://www.biobucks.co/p/biotech-bdl-tracker-2026 https://www.biobucks.co/p/biotech-ma-tracker-2026 https://www.biobucks.co/p/biotech-bdl-tracker-2026 https://www.biobucks.co/p/biotech-ma-tracker-2026"
X Link 2026-02-15T12:35Z [--] followers, [--] engagements

"2/ MON: Epkinly (Abbvie/Genmab) missed OS in P3 r/r DLBCL (despite PFS). Novartis ianalumab snagged Breakthrough in Sjgrens. IPO window: Agomab + SpyGlass filed. $ABBV $GMAB $NVS"
X Link 2026-01-24T19:59Z [--] followers, [---] engagements

"4/ 🥈 GSK $GSK Wave $WVE: partner return on the AATD RNA-editing program after underwhelming early data. Signal: the proof bar for in vivo RNA editing (durability/safety) just moved higher. #RNAediting"
X Link 2026-02-03T13:50Z [--] followers, [---] engagements

"4/8 Top M&A/BD: Eli Lilly and Company agreed to buy Orna Therapeutics (up to $2.4B) a serious signal for platform optionality (and in-vivo cell therapy ambition). #MandA #Lilly #ORNA"
X Link 2026-02-15T12:35Z [--] followers, [--] engagements

"5/8 Top BD&L tape (terms mattered): Innovent Biologics Lilly: $350M upfront / up to $8.5B milestones (ex-Greater China rights) Iambic Therapeutics Takeda: AI discovery deal with success payments potentially $1.7B #Innovent #Iambic"
X Link 2026-02-15T12:35Z [--] followers, [--] engagements

"6/8 More deal flow (platforms still get paid): Chugai Pharmaceutical exercised option on Araris Biotech ADC linker-payload platform (potential consideration up to $780M) Memo Therapeutics CSL recombinant polyclonal IgG collaboration/option (up to $328M for first product + royalties) Madrigal Pharmaceuticals Suzhou Ribo/Ribocure: siRNA MASH assets ($60M upfront; up to $4.4B milestones) #Chugai #Roche #Memo #Madrigal #MASH https://twitter.com/i/web/status/2023013372841586952 https://twitter.com/i/web/status/2023013372841586952"
X Link 2026-02-15T12:35Z [--] followers, [--] engagements

"7/8 Clinical / catalyst winners: Nektar Therapeutics: durable AD maintenance w/ infrequent dosing Evommune: Ph2a EVO301 positive (and later a $125M private placement) Novocure: FDA approval in locally advanced pancreatic cancer BridgeBio Pharma: positive Ph3 topline in achondroplasia $NKTR $EVMN $BBIO"
X Link 2026-02-15T12:35Z [--] followers, [--] engagements

"This weeks editions: Mon: Tue: Wed: Thu: Fri: https://www.biobucks.co/p/friday-fda-throws-shade-at-mrna-flu https://www.biobucks.co/p/thursday-sanofi-hits-the-reset-button https://www.biobucks.co/p/wednesday-fda-freezes-moderna-s-flu-filing-ad-datapoints-hit https://www.biobucks.co/p/tuesday-fda-reality-check-lilly-writes-checks https://www.biobucks.co/p/monday-leqembi-goes-sc-in-china https://www.biobucks.co/p/friday-fda-throws-shade-at-mrna-flu https://www.biobucks.co/p/thursday-sanofi-hits-the-reset-button"
X Link 2026-02-15T12:35Z [--] followers, [--] engagements

"3/ If youre watching the window (or allocating into new issues) this is the quick scan. Bookmark it + share Link: $AKTS $MANE $EIKN $AGMB $SGP https://www.biobucks.co/p/biotech-ipo-tracker-2026 https://www.biobucks.co/p/biotech-ipo-tracker-2026"
X Link 2026-02-13T16:56Z [--] followers, [--] engagements

"1/8 Here's what you missed in biotech this week if you didn't follow us (Feb 913) heres the BioBucks tape in [--] seconds: 👇 ✅ FDA bar raising (vaccines + ultra-rare) ✅ Big-cap BD/M&A still active ✅ AD data drove stock moves ✅ IPO/follow-on window stayed open #Biotech $XBI $LLY #ORNA https://twitter.com/i/web/status/2023013360548139406 https://twitter.com/i/web/status/2023013360548139406"
X Link 2026-02-15T12:35Z [--] followers, [--] engagements

"1/7 🔄 Tracker update: our [----] Biotech BD&L Tracker is now refreshed (last updated [--] Feb 2026). 📌Upfronts milestones royalties + why it matters all in one table. #Biotech #BDL $XBI"
X Link 2026-02-16T18:42Z [--] followers, [--] engagements

"6/7 🎯 Chugai Araris ADC platform option exercise on AraLinQ linker-payload tech. More evidence Japan buyers are still shopping for next-gen ADC toolkits"
X Link 2026-02-16T18:42Z [--] followers, [--] engagements

"7/7 Want the full table + source links 👉 (And if you want these as they land: subscribe to BioBucks ☕) #Biotech #BDandL $XBI https://www.biobucks.co/p/biotech-bdl-tracker-2026 https://www.biobucks.co/p/biotech-bdl-tracker-2026"
X Link 2026-02-16T18:42Z [--] followers, [--] engagements

"Todays edition of BioBucks is out ☕ Sarepta leans on Elevidys durability Roche elbows into obesity with CT-388 Phase [--] and IRA pricing heads toward SCOTUS. Plus: latest on Merck Revolution. Edition + M&A tracker in replies 👇 #Biotech #pharma #GLP $MSD $RVMD"
X Link 2026-01-27T12:27Z [--] followers, [--] engagements

"Full Tuesday edition here: https://www.biobucks.co/p/tuesday-roche-elbows-into-the-obesity-race https://www.biobucks.co/p/tuesday-roche-elbows-into-the-obesity-race"
X Link 2026-01-27T12:27Z [--] followers, [--] engagements

"2026 Biopharma M&A tracker (deals + rumours): $MSD $RVMD https://www.biobucks.co/p/biotech-ma-tracker-2026 https://www.biobucks.co/p/biotech-ma-tracker-2026"
X Link 2026-01-27T12:27Z [--] followers, [---] engagements

"1/ BioBucks Tue [--] Jan : Sarepta doubles down on Elevidys durability Roche crashes obesity with CT-388 Phase [--] IRA pricing eyes SCOTUS showdown. Plus: $MRK / $RVMD talks reportedly coolprice discipline in M&A #Biotech #Pharma (Link in bio for full edition)"
X Link 2026-01-27T15:47Z [--] followers, [---] engagements

"2/ $SRPT Elevidys durability data: Shifting narrative from "does gene therapy work" to "does benefit last long enough for pricing/payer buy-in" Longer-term signals build prescriber confidence + stabilize label/uptake. Investors watch: Sustained mobility scores could unlock broader access. https://twitter.com/i/web/status/2016176354178281801 https://twitter.com/i/web/status/2016176354178281801"
X Link 2026-01-27T15:47Z [--] followers, [---] engagements

"3/ Roche CT-388 Phase [--] (obesity): Not just $NOVO / $LLY Roche validates Carmot buy with solid signals. Keeps them in fast-follower pack teeing up Phase [--]. Key watch: Weight-loss vs. GLP-1/GIP bar tolerability/dropouts differentiation (lean mass dosing). Bar keeps rising"
X Link 2026-01-27T15:47Z [--] followers, [---] engagements

"Today's BioBucks is out (Wed) 💸 IRA Round [--] list = model reset risk for Medicare-exposed brands Intellia: partial hold lift = uncertainty monitoring debate stays BI Simcere: big check for next-wave IBD (TL1AIL-23) 🤝 Full edition with more - link Subscribe free for tomorrow's edition #Biotech $NTLA #BDL #DrugPricing #IRA https://twitter.com/i/web/status/2016495595255431610 https://twitter.com/i/web/status/2016495595255431610"
X Link 2026-01-28T12:56Z [--] followers, [--] engagements

"4/ Intellia: FDA partial hold lift on Phase 3reduces uncertainty post-patient death reopens enrollment. But "partial" key: Watch monitoring changes pace label scope. Gene therapy durability (e.g. Sarepta's Elevidys data) narrative shifting to persistence for payer buy-in. $NTLA $SRPT"
X Link 2026-01-28T16:28Z [--] followers, [--] engagements

"5/ Deal tape: Insilico $120M discovery pact TRex Bio +$50M Series B Sensorion 60M raise (incl. 20M Sanofi strategic) Altimmune $75M direct. More: CMS US-made drug incentives FDA Darzalex Faspro frontline myeloma expand Lisata reclaims China rights pre-acq"
X Link 2026-01-28T16:28Z [--] followers, [---] engagements

"In todays BioBucks: Lilly $LLY goes big on gene editing ($1.12B deal) Halozyme scoops Surf Bio ($400M) and Eikon updates on its IPO + more. The investor angle: platform re-rates delivery/IP stacking and whether the IPO window actually stays open. Join the mailing list (free) to get it in your inbox 👇 #biotech #genetics #IPO https://twitter.com/i/web/status/2016823105650294988 https://twitter.com/i/web/status/2016823105650294988"
X Link 2026-01-29T10:37Z [--] followers, [--] engagements

"1/ BioBucks Fri [--] Jan 💸: Policy overhang (Entyvio IRA + TrumpRx delay) meets hot deal tape (AZNCSPC $1.2B obesity Vaxcyte $550M follow-on LillyRepertoire $85M upfront). Biotech dips (XBI -2%). 🧵👇 #Biotech #Pharma (Link in bio for full)"
X Link 2026-01-30T14:00Z [--] followers, [---] engagements

"2/ Takeda Entyvio in IRA Round 3: "Long-dated" pricing risk turns near-termshifts focus to gross-to-net contracting lifecycle defense. TrumpRx launch postponed: Extends uncertainty compressing multiples as policy drags"
X Link 2026-01-30T14:00Z [--] followers, [--] engagements

"3/ AZN x CSPC (obesity/metabolic): $1.2B upfront + up to $17.3BBig Pharma buying into next-wave assets. Category signal: Re-anchors comps intensifies dosing/convenience race raises bar for me-toos. $AZN #GLP $NOVO $LLY"
X Link 2026-01-30T14:00Z [--] followers, [--] engagements

"4/ Vaxcyte $550M follow-on: Window open for premium clinical storiesextends runway removes overhang. Supportive for cohort sentiment"
X Link 2026-01-30T14:00Z [--] followers, [--] engagements

"5/ Deal tape quick hits: Lilly x Repertoire up to $1.93B ($85M upfront) autoimmune pact; Recordati x Moderna mRNA-3927 global ($50M upfront + milestones); Formation Bio autoimmune license (up to $500M). $LLY $MRNA"
X Link 2026-01-30T14:00Z [--] followers, [--] engagements

"6/ Everything else: Regenxbio FDA holds on MPS programs (CNS tumor); Sanofi drops mRNA flu bid; Summit PDUFA Nov for PD-1xVEGF bispecific. My read: Policy headlines move tape but deals/financings signal "selective risk funding" persists"
X Link 2026-01-30T14:00Z [--] followers, [--] engagements

"1/ 🧾 Weekly Recap (Jan 2630): Oral GLP-1s surge obesity comps reset CMS IRA Round [--] drops BD/IPO windows stay selective. Policy overhang vs. deal heatlet's unpack. #Biotech #Dealflow http://biobucks.co http://biobucks.co"
X Link 2026-02-01T15:44Z [--] followers, [--] engagements

"4/ 💰 M&A Check: Merck walks from $25B+ Revolution over pricediscipline trumps "must-buy" oncology. AZCSPC obesity ($1.2B upfront + $17.3B) re-anchors metabolic comps raises me-too bar. $MRK $RVMD $AZN"
X Link 2026-02-01T15:44Z [--] followers, [---] engagements

"5/ 🧬 Gene Therapy/Editing: Sarepta leans on Elevidys durability for payer buy-in; Intellia partial hold lift reduces execution risk. LillySeamless ($1.12B+) + LillyRepertoire ($85M upfront autoimmune) nudge sentiment. $LLY"
X Link 2026-02-01T15:44Z [--] followers, [--] engagements

"8/ 🧾 Capital: Vaxcyte $550M follow-on Eikon $318M IPO terms ($908M val)window open for "premium clinical.""
X Link 2026-02-01T15:45Z [--] followers, [--] engagements

"We've just refreshed the BioBucks BD&L Tracker Huge obesity moves: Astrazeneca's $AZN $18.5B potential deal with CSPC (HKEX:1093) for next-gen weight loss injectables Lilly $LLY doubled down with two big partnerships: gene-editing for hearing loss ($1.12B) and autoimmune therapies ($1.93B) Plus deals from $MRNA $BMY $PFE $ABBV $NVS $NUVB BI and Eisai Full details & economics: What's your top pick #Biotech #Biopharma #BDL #Licensing #ObesityDrugs #PharmaDeals https://www.biobucks.co/p/biotech-bdl-tracker-2026 https://www.biobucks.co/p/biotech-bdl-tracker-2026"
X Link 2026-02-01T18:54Z [--] followers, [--] engagements

"New BioBucks (Feb 2): 1/ obesity supply becomes the moat 2/ RNAi gets a real upfront comp ($200M) and 3/ EU CHMP reshuffles GLP-1/MASH upside scenarios. Read + subscribe (free): $LLY $RHHBY $NVO #Biotech #Biopharma #Obesity #MASH https://www.biobucks.co/p/monday-obesity-supply-race-heats-uputm_source=x&utm_medium=social&utm_campaign=daily_brief&utm_content=single https://www.biobucks.co/p/monday-obesity-supply-race-heats-uputm_source=x&utm_medium=social&utm_campaign=daily_brief&utm_content=single"
X Link 2026-02-02T15:26Z [--] followers, [---] engagements

"@FierceBiotech Tough gig for a Biotech and its not easy to explain to investors even if the reason is genuine. Similar in the past for Gyroscope x Novartis"
X Link 2026-02-02T21:37Z [--] followers, [--] engagements

"@BentheFidler Tough for a biotech to explain to investors even if genuine. Was similar for Gyroscope x Novartis"
X Link 2026-02-02T21:39Z [--] followers, [--] engagements

"2/ 🥇 Novo $NVO: CagriSema (Phase [--] REIMAGINE 2) beat semaglutide on HbA1c + weight in T2D. Investor read: strongest switch setup yet for migrating Ozempic/Wegovy patients to next-gen combos. #GLP1 $LLY"
X Link 2026-02-03T13:50Z [--] followers, [---] engagements

"@BioCentury Testing a higher dose in Ph III makes sense assuming it is still tolerable. Will be interesting to see real world data as we suspect the less frequent dosing will make patients more adherent compared to weekly or orals. More in our edition here: https://www.biobucks.co/p/wednesday-vouchers-return-novo-guides-downutm_source=x&utm_medium=social&utm_campaign=daily_brief&utm_content=reply https://www.biobucks.co/p/wednesday-vouchers-return-novo-guides-downutm_source=x&utm_medium=social&utm_campaign=daily_brief&utm_content=reply"
X Link 2026-02-04T23:19Z [--] followers, [--] engagements

"Most are mostly "meh" on Pfizers Metsera obesity readout. Yes P3 will test higher doses but monthly dosing could win in the real world via adherence/persistence. Whats your take $PFE $NVO $LLY #GLP1 Good just not $10B good Disappointing vs peers Other (reply) Monthly dosing wins IRL Good just not $10B good Disappointing vs peers Other (reply) Monthly dosing wins IRL"
X Link 2026-02-04T23:26Z [--] followers, [---] engagements

"What you need to know in Biotech this morning 🧵👇 1/ Late-stage biotech finally got a fresh pricing datapoint: Eikon Therapeutics priced an upsized IPO and it lands on a risk-off day where XLV held up (+1.3%) but XBI faded (-1.8%). Also: FTCExpress Scripts insulin rebate settlement + FDA revisits Tavneos (Amgen) with a withdrawal ask. LINK: $EIKN $AMGN #biotech #healthcare https://www.biobucks.co/p/thursday-eikon-taps-the-ipo-windowutm_source=x&utm_medium=social&utm_campaign=daily_brief_20260205&utm_content=thread_top"
X Link 2026-02-05T14:25Z [--] followers, [--] engagements

"4/ Why it matters (Eikon): a clean IPO print can reset crossover/private marks improve follow-on feasibility and (if it trades well) pull other [----] IPO candidates off the sidelines. #biotech #IPO"
X Link 2026-02-05T14:25Z [--] followers, [--] engagements

"M&A/BD&L Tempest closes strategic acquisition of dual-targeting CAR-T assets Zonsen PepLib Lilly global R&D collaboration + license (terms undisclosed) Biodexa licenses Otsukas OPB-171775 (Phase 1-ready molecular glue) for GIST (terms undisclosed) IPOs/Follow-ons Eikon upsized IPO Veradermics IPO + begins trading (MANE) $LLY $MANE $EIKN #biotech https://twitter.com/i/web/status/2019417136674853091 https://twitter.com/i/web/status/2019417136674853091"
X Link 2026-02-05T14:25Z [--] followers, [--] engagements

"1/ BioBucks weekly recap 🧵 (Jan 1923) industry noise worth noticing what got bought what got funded and which credible whispers are worth tracking. 👇 #biotech $XBI"
X Link 2026-01-24T19:59Z [--] followers, [---] engagements

"4/ IRA drug pricing SCOTUS potential: If Court bites on Medicare "negotiation" challenges it injects uncertainty into modelsterminal pricing MFP timelines BD&L appetite. Big pharma capital allocation could tighten if policy drags into '26+"
X Link 2026-01-27T15:47Z [--] followers, [--] engagements

"5/ Deal flow: $MRK / $RVMD talks reportedly cooled over pricemega-rumors fade fast despite logic. More: $MIRM buys Bluejay (adds brelovitug for HDV) Siegfried snags US/AU CDMO sites (consolidation wave)"
X Link 2026-01-27T15:49Z [--] followers, [---] engagements

"BioBucks Thu [--] Jan 💸: $LLY bets big on gene editing$1.12B+ collab with Seamless for hearing loss tech. $HALO snaps up Surf Bio ($300M upfront) Eikon eyes $318M IPO ($908M val). Biotech dips (XBI -2%). Full tape: Sub free for daily: #Biotech #Pharma #Dealflow https://twitter.com/i/web/status/2016898050938093951 https://www.biobucks.co/p/thursday-lilly-goes-big-on-gene-editing https://twitter.com/i/web/status/2016898050938093951 https://www.biobucks.co/p/thursday-lilly-goes-big-on-gene-editing"
X Link 2026-01-29T15:35Z [--] followers, [--] engagements

"3/ Why it matters: better efficacy = more room for pricing power + share defense vs. $LLY and it raises the bar for fast followers across obesity + diabetes"
X Link 2026-02-03T13:50Z [--] followers, [--] engagements

"1/ #JPM26 Day 1: still no news on $MSD x $RVMD. In the meantime heres todays BioBucks tape. X gets the highlights. Subscribers (free) get the full tape + why it matters #Biotech https://www.biobucks.co/p/tuesday-jpm-day-1-abbvie-pays-up-for-a-pd-1-x-vegf-bispecific https://www.biobucks.co/p/tuesday-jpm-day-1-abbvie-pays-up-for-a-pd-1-x-vegf-bispecific"
X Link 2026-01-13T15:36Z [--] followers, [---] engagements

"$LLY agrees $1.2B takeout of $VYTX to add oral NLRP3 inflammasome inhibitors to its neuro/immunology push. Manageable ticket + multi-indication optionality if NLRP3 works. Biotech tape noticed: $XBI +3.6% $NBI +3.0% (US close Wed 07-Jan-2026). Free daily tape Link in Bio"
X Link 2026-01-08T12:20Z [--] followers, [---] engagements

"AbbVie $ABBV denies media reports of talks to buy Revolution Medicines. (Meanwhile the actual tape was busy: Lilly $LLY/Ventyx $VYTX $1.2B Phathom $PHAT $130M Santhera APAC license up to $205M + royalties.) Full daily recap http://biobucks.co http://biobucks.co"
X Link 2026-01-08T15:28Z [--] followers, [---] engagements

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