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@yaireinhorn "4/AstraZeneca will not be eligible to be included in NYSEs indexes as it remains listed in the U.K nor would it add to $AZN current valuation which is already very high - XX times forward earnings & much higher than other Pharma companies - $GSK $MRK $PFE $BMY - all except $LLY"
X Link @yaireinhorn 2025-09-30T18:21Z 16.8K followers, 1291 engagements

"@unusual_whales This excellent WSJ graph 📊👇 shows just how tragic is decline of the German auto industry - the crown jewel of the European auto industry and how exponential is the growth of the Chinese auto industry. Its almost incomprehensible"
X Link @yaireinhorn 2025-10-17T18:06Z 16.8K followers, 2819 engagements

"4/But maybe the strongest catalyst for this BioTech revival is the political & regulatory environment which has become very warm and hospitable after big Pharma companies - first $PFE 🧵👇& later $AZN have signed new deals with the Trump administration aimed to lower drug prices"
X Link @yaireinhorn 2025-10-15T18:21Z 16.8K followers, 2893 engagements

"@POTUS @IQVIA_global 13/Since many have asked - here is the online link to @barronsonlines full article & kudos to @joshnathankazis for an absolutely brilliant article👇"
X Link @yaireinhorn 2025-09-09T03:22Z 16.8K followers, 1658 engagements

"9/The preclinical results are very promising. A single dose of CTX460 achieved significant dose-dependent correction of liver DNA in both rat and mouse AATD models with near saturating editing in hepatocytes at doses as low as XXX mg/kg. Furthermore a single dose of CTX460 was able to achieve XX% mRNA correction at a clinically relevant dose of XXX mg/kg in PiZ mice"
X Link @yaireinhorn 2025-10-14T12:21Z 16.8K followers, 1162 engagements

"@JuliaHB1 I cant wait until the power shifts in the United Kingdom to see clowns like him facing justice"
X Link @yaireinhorn 2025-10-15T10:33Z 16.8K followers, 1076 engagements

"3/In 2022 - due to mass shortage in GLP-1 drugs the FDA has created a precedent by allowing compounders to use Semaglutide - $NVO active substance in both Wegovy & Ozempic and to mass produce a cheaper generic versions of these drugs which use Novos proprietary ingredient. $XBI"
X Link @yaireinhorn 2025-10-12T17:51Z 16.8K followers, 2048 engagements

"@MB_Hogan I believe that President Trumps endgame is to strike a deal. Im sure that its all part of his negotiating strategy and things will work out in the end"
X Link @yaireinhorn 2025-10-17T20:13Z 16.8K followers, XX engagements

"6/A very interesting angle of this acquisition is of course the CRISPR Gene Editing one. Im sure not many are not aware of the 2022 collaboration and licensing agreement which was signed between $BEAM and Orbital. In the agreement the two companies have granted each other licenses for: 1)non-viral delivery (LNPs) 2)manufacturing of ribonucleic acid for prevention treatment & diagnosis of human diseases"
X Link @yaireinhorn 2025-10-10T21:21Z 16.8K followers, 2479 engagements

"@sundarpichai Here is a much needed dose of optimism from Googles DeepMind @demishassabis XX Minutes interview with X exciting AI predictions - an AI-accelerated drug development process which will take weeks instead of years & a promise to cure all diseases in the next XX years $GOOG $XBI"
X Link @yaireinhorn 2025-10-07T16:12Z 16.8K followers, 32.5K engagements

"@unusual_whales Angela Merkel thought that Middle Eastern immigrants would replace German workers who have retired but the just opposite happened Instead of paying German pensions they are costing unprecedented sums of social security payments The chart shows this clearly - Germany is lost"
X Link @yaireinhorn 2025-10-06T19:27Z 16.8K followers, 126.1K engagements

"Ive been writing a lot about the growing dominance of the Chinese BioTech ecosystem - with $PFE buying 3SBio for $1.25B being the latest example. Heres LUX capital @wolfejoshs take on the grim situation of the American BioTech sector & the need to fund and support science"
X Link @yaireinhorn 2025-05-25T16:21Z 16.8K followers, 34.2K engagements

"@TRobinsonNewEra I cant wait until the power shifts in the United Kingdom and true patriots become in charge to see clowns like this one facing true justice"
X Link @yaireinhorn 2025-10-15T11:46Z 16.8K followers, XXX engagements

"@ResearchPulse1 Im amazed every single time how $LLY manages to surpass $NVO and take the lead in obesity even though Novo had such a huge head start over Eli Lilly"
X Link @yaireinhorn 2025-10-15T07:46Z 16.8K followers, XXX engagements

"2/Algen Biotechnologies was founded to commercialize technology developed at UC Berkeley while Algen Biotechnologies CEO Chun-Hao Hung was a postdoc in the lab of Jennifer Doudna professor of biochemistry biophysics & structural biology and Nobel Laureate in Chemistry $XBI $AZN"
X Link @yaireinhorn 2025-10-07T13:21Z 16.8K followers, 1611 engagements

"1/This short and excellent piece by Barrons @joshnathankazis summarises the unusual phenomenon which is taking place in the BioTech and Pharma sector - stocks are moving up to ATH and things are finally starting to improve. A strong indicator of this recovery can be found in the SPDR S&P Biotech ETF which is up XXX% since Sept. XX & up XXXX% on the year. But despite the financial side - in my opinion only when we will start to see private companies going public again and new IPOs entering the market - only then we will know that this recovery is sustainable and not just based on financial"
X Link @yaireinhorn 2025-10-15T12:21Z 16.8K followers, 55.9K engagements

"@neo8634 @CRISPRTX @CrisprSam Im not sure at all that there was ever a scenario in which CASGEVY was supposed to generate enough revenue to fund the companys operations although I agree that the pace is somewhat disappointing"
X Link @yaireinhorn 2025-10-16T12:31Z 16.8K followers, XXX engagements

"@visegrad24 Angela Merkel thought that Middle Eastern immigrants would replace German workers who have retired but the just opposite happened Instead of paying German pensions they are costing unprecedented sums of social security payments The chart shows this clearly - Germany is lost"
X Link @yaireinhorn 2025-10-06T16:41Z 16.8K followers, 18.6K engagements

"1/🚨WOW Huge acquisition in the Cell Therapy space with the acquisition of Orbital Therapeutics by $BMY for $1.5B The acquisition includes Orbitals leading RNA immunotherapy preclinical candidate - OTX-201 which comprises an optimized circular RNA encoding a CD19-targeted CAR for in vivo expression delivered via targeted lipid nanoparticles (LNPs) as well as Orbitals proprietary RNA platform advanced LNP delivery & its proprietary AI-driven design platform. $XBI"
X Link @yaireinhorn 2025-10-10T11:22Z 16.8K followers, 37.4K engagements

"7/The $BEAM - Orbital agreement was exclusive for X years and both parties agreed that during this 3-year period they would not research develop or commercialize within the other partys exclusive field. Interestingly enough this period has ended last month - just a few weeks before the $BMY acquisition"
X Link @yaireinhorn 2025-10-11T10:21Z 16.8K followers, 1386 engagements

"🚨WOW Another major loss for the European and British BioTech ecosystem took place today after $AZN - one of the last remaining big Pharma companies which its HQ is still located in the U.K has just announced its plans to initiate direct listing of its shares on the New York Stock Exchange (NYSE). This is another major step in AstraZenecas strategic business plan to leave the U.K and to move most of its future research development & manufacturing facilities to the U.S 🧵👇 $XBI"
X Link @yaireinhorn 2025-09-29T19:21Z 16.8K followers, 23.1K engagements

"4/AlgenBrains proprietary deep learning models are built on billions of real-time dynamic gene expression changes that occur throughout disease progression. These AI models enable researchers to detect the disease-driving RNA signaling pathways and later to extract the most important insights relevant for drug discovery"
X Link @yaireinhorn 2025-10-07T16:22Z 16.8K followers, 1148 engagements

"@MichaelAArouet Angela Merkel thought that Middle Eastern immigrants would replace German workers who have retired but the just opposite happened Instead of paying German pensions they are costing unprecedented sums of social security payments The chart shows this clearly - Germany is lost"
X Link @yaireinhorn 2025-10-06T16:41Z 16.8K followers, 1229 engagements

"Heres a screenshot of my own personal & extensive BioTech database which I have been tirelessly building over the past X years & includes all of the companies that Im interested in. Id be happy to read your thoughts about which companies did I miss & should be added 🤔✍ $XBI"
X Link @yaireinhorn 2025-08-31T16:21Z 16.8K followers, 12.5K engagements

"1/🚨WOW CRISPR & Gene Editing have made it into todays FTs business section After AstraZenecas announced its recent $555M collaboration signed with Algen Bio - a Berkeley-based company which originated from the lab of CRISPR co-inventor and Nobel Prize winner Jennifer Doudna. According to the collaboration agreement- $AZN will receive certain rights to develop and commercialise CRISPR Gene Editing therapies and Algen will receive in return $555M upon achieving specific commercial and regulatory milestones. Its always a positive sign when Big Pharma companies are returning and reinvesting in"
X Link @yaireinhorn 2025-10-07T12:22Z 16.8K followers, 22K engagements

"4/OTX-201 is an optimized circular RNA encoding a CD19-targeted CAR delivered via targeted lipid nanoparticles (LNPs) with in vivo administration. This in vivo approach in which the patients own body serves as the manufacturer of CAR-T cells has the potential to offer a reduced treatment burden and improved accessibility compared to ex vivo CAR-T therapies which require patient cell collection and complex manufacturing processes followed by intensive conditioning regimens prior to infusion. Orbital has advanced OTX-201 through IND-enabling studies and planed to begin clinical development in"
X Link @yaireinhorn 2025-10-10T18:23Z 16.8K followers, 1208 engagements

"@C1_dF9432 @joshnathankazis @Maximus_Holla @BrandonVanZee @Stifel @BiotechCH @bradloncar @TimOpler @SamFazeli8 There are many great companies with excellent data. Going public is important because it is one of the pillars of the BioTech ecosystem and one of few ways in which seed investors can recover their money and create value for their investors"
X Link @yaireinhorn 2025-10-16T05:26Z 16.8K followers, XXX engagements

"5/Under the terms of the agreement $BMY will pay $XXX billion in cash at closing to acquire Orbital which is subject to the satisfaction of customary closing conditions. Until then @bmsnews and Orbital will continue to operate as separate and independent companies. $XBI"
X Link @yaireinhorn 2025-10-10T19:51Z 16.8K followers, 1237 engagements

"1/Heres an excellent Financial Times article which accurately describes the problematic situation which many big Pharma companies such as $PFE $JNJ $BMY $ABBV $LLY $MRK $SNY and others are now facing - the upcoming patent cliff scenario. With IP rights which are about to expire in 2027-2028 big Pharma companies face a huge pressure on both their pipeline and their future revenue streams and here is how they intend to address this burning issue. $XBI 🧵👇"
X Link @yaireinhorn 2025-07-21T13:21Z 16.8K followers, 106.2K engagements

"1/In one of the best articles that Ive read recently - NYTs excellent chief medical reporter @ginakolata writes about $PRME PM359 candidate for treating CGD (🧵👇) thus shedding light on a less known aspect of the Gene Therapy and CRISPR Gene Editing field. Although many Gene Therapies and CRISPR Gene Editing therapies are clinically proven and could generate major health benefits for patients they are still being discarded and fail to reach patients only due to economical and regulatory factors. In her excellent piece Gina Kolata brings not only the voice of the CGD patient community but"
X Link @yaireinhorn 2025-10-05T13:26Z 16.8K followers, 29K engagements

"$CRSP has announced a $600M at-the-market share offering. Although the markets usually tend to see it as a negative sign its a smart move which takes advantage in the renewed interest in the BioTech & CRISPR Gene Editing field & would boost CRISPRs cash position. Well played"
X Link @yaireinhorn 2025-10-16T10:21Z 16.8K followers, 6268 engagements

"5/According to the article $NVO has chosen to conduct its legal fights while focusing not on its IP rights but preferred to argue - in over 1000 cease-and-desist cases that GLP-1 compounders have breached trademark and supply chain claims which might imply that the current IP laws are not sufficient in providing legal protection against this scale of mass generic counter-production"
X Link @yaireinhorn 2025-10-12T21:34Z 16.8K followers, 1981 engagements

"6/Although Algen is a CRISPR Gene Editing company the main focus of this deal seems to be the companys AI capabilities which are supposed to help AstraZeneca develop new treatments and to accelerate its research and drug development process by making them much faster $AZN $XBI"
X Link @yaireinhorn 2025-10-07T21:21Z 16.8K followers, 1472 engagements

"Ive been watching Orbital therapeutics since 2022. Here is a 🧵which Ive written in real-time - if youre interested to read more about the license and research collaboration agreement between $BEAM and Orbital👇"
X Link @yaireinhorn 2025-10-11T20:21Z 16.8K followers, 1570 engagements

"After last nights devastating riots in Montreal Ive decided to do something which I dont normally do and that is to share something highly personal. I kindly ask you to take a moment and to take a good look at this young boy in the picture👇 This rare photo of my grandmothers brother - Israel Magid was taken in front of their home in Biaystok Poland just one week () before the Germans invaded Poland destroyed everything he knew and killed his own father - my great grandfather Avraham Magid. After the holocaust - Israel his young sister - my beloved grandmother Bertha❤ & their mother - my"
X Link @yaireinhorn 2024-11-23T17:21Z 16.8K followers, 194.1K engagements

"1/An excellent explanation to the raising share prices all across the board - in both Big Pharma companies such as $PFE $AMGN $BMY $ABBV $NVS $MRK $JNJ and most of the Biotech companies can be found in this short and fascinating article written by WSJs excellent Heard on the Street columnist @david_wainer. On Tuesday Pfizers CEO Albert Bourla stood alongside President Trump at the White House and both of them unveil TrumpRx - an official governmental website that will allow Americans customers to buy certain medicines at discounted cash prices. This move - initiated and thought off by"
X Link @yaireinhorn 2025-10-03T17:21Z 16.8K followers, 49.9K engagements

"@WallStSai I would pay attention to $BMY collaboration with $PRME which could be very interesting 🧵👇"
X Link @yaireinhorn 2025-10-12T16:23Z 16.8K followers, XXX engagements

"3/Another side effect of the Covid BioTech bubble was that the huge influx of capital - based on nearly zero interest rates and on an unprecedented interest by private and institutional investors has led to an inflation in the number of BioTech companies who went public during the pandemic even though many of them were not adequate to become public. This overflow backfired and led to a standstill in the current IPO market and to a sharp drop in the number of new public BioTech companies"
X Link @yaireinhorn 2025-10-15T16:21Z 16.8K followers, 1646 engagements

"@POTUS @IQVIA_global @barronsonline @joshnathankazis 14/Amgen has also joint other big Pharma companies & started to operate its direct-to-patient platform by reducing the price of its cholesterol medication- Repatha. $AMGN will m offer Repatha through AmgenNow for $XXX a month - XX% lower than its current U.S. list price $XBI"
X Link @yaireinhorn 2025-10-09T19:33Z 16.8K followers, XXX engagements

"5/Although the NYSEs big Pharma index - the Arca Pharmaceutical Index or $DRG rallied on Tuesday and Wednesday it is still down X% over the past XX months compared to an XX% rise for the S&P XXX $SPX 📊👇. The $DRG index continues to be traded at one of its widest historical discounts - at a valuation of XX times forward earnings compared with the S&P 500s XX times forward earnings"
X Link @yaireinhorn 2025-10-03T21:22Z 16.8K followers, 1663 engagements

"China and President Xi Jinping need a trade deal much more than the U.S does Its hard to underestimate the importance of U.S. trade to the Chinese economy Overall exports to the U.S account for XX% of Chinas gross domestic product with the U.S. estimated to represent about X% of Chinas GDP. This WSJ 📊demonstrates how much President Trumps tariffs decimated Chinas exports and some analysts projects that Trumps tariffs will cost China as many as XXXX million jobs A deal is just a matter of time"
X Link @yaireinhorn 2025-10-17T11:05Z 16.8K followers, 11.3K engagements

"1/Heres an excellent @FT piece which explains the rationale behind AstraZenecas - the second largest constituent of Londons FTSE XXX & with 172B market cap latest decision to list its shares at the NYSE 🧵👇. Big Pharma companies are leaving Europe & the U.K $AZN $XBI"
X Link @yaireinhorn 2025-09-30T12:21Z 16.8K followers, 22.2K engagements

"According to the WSJ Amgen has also started to operate its direct-to-patient platform 🧵👇& has reduced the price of its cholesterol medication- Repatha. $AMGN will now offer Repatha through AmgenNow for $XXX a month which is XX% lower than its current U.S. list price $AMGN $XBI"
X Link @yaireinhorn 2025-10-08T12:21Z 16.8K followers, 4143 engagements

"I hope that whoever President Trump choose as the Next chair of the Federal Reserve will remember that the main concern of any central bank is and should always be the battle against inflation With the threat of inflation becoming ever-more serious - with growing geopolitical tensions Powells future replacement should not cut interest rates because he would practically be fuelling inflation Its a simple as that"
X Link @yaireinhorn 2025-10-14T15:58Z 16.8K followers, 4247 engagements

"Out of all the public CRISPR & Gene Editing companies - $BEAM is without a doubt the one who managed best to leverage & to successfully monetise its IP & unique platform - Base Editing. Here is an excellent 🧵- by my dear friend @Prof_Oak_ which lays out the entire story. $XBI"
X Link @yaireinhorn 2025-10-17T16:27Z 16.8K followers, 6684 engagements

"5/According to the collaboration agreement between Algen Bio and $AZN Algen will receive XXX million dollars pending reaching specific research and regulatory milestones. Interestingly enough the collaboration agreement doesnt include an equity stake"
X Link @yaireinhorn 2025-10-07T18:22Z 16.8K followers, 1227 engagements

"This excellent FT 📊👇 shows just how much the U.S and Europe are both a non-player in the rare minerals industry Minerals such as lithium copper cobalt and other rare minerals are mostly mined and refined in China. These minerals are needed for various purposes such as production of phones batteries & even missiles"
X Link @yaireinhorn 2025-10-12T04:36Z 16.8K followers, 27.3K engagements

"@elonmusk Its unbelievable that XX years after 9/11 New York is about to elect someone like him as mayor. Shame"
X Link @yaireinhorn 2025-10-17T13:37Z 16.8K followers, XXX engagements

"@NobelPrize You are an utter joke You gave this prize to someone that nobodys ever heard about The only person that was worthy to receive this prize is the president of the United States - Donald J. Trump Your committee is a joke"
X Link @yaireinhorn 2025-10-10T09:04Z 16.8K followers, 67.1K engagements

"I also share your opinion but its a hard call. The only thing which worries me is the lack of new IPOs which IMO is a sign that we are not in the clear yet. Once new companies would go public again I would know that this is indeed a structural change rather than just a pure financial play of reallocation of capital from tech to BioTech"
X Link @yaireinhorn 2025-10-15T15:49Z 16.8K followers, XX engagements

"10/In addition and relative to pre-dose values editing with CTX460 yielded a 5-fold increase in total serum AAT levels with an M-AAT:Z-AAT ratio of over XX% in the serum of PiZ rats. AAT upregulation was linearly correlated with editing efficiency. Durability of editing was maintained in both rat and mouse models for up to X weeks and X weeks respectively"
X Link @yaireinhorn 2025-10-14T16:21Z 16.8K followers, 1320 engagements

"6/Although Novo Nordisks case is indeed unusual - the big question is whether its a single case or just the first of many to come. As drug prices continue to play a key role in American politics and with President Trumps new MFN policy it seems that IP laws may not be enough"
X Link @yaireinhorn 2025-10-13T02:39Z 16.8K followers, 1511 engagements

"5/Another super important catalyst is the problematic situation which many big Pharma companies such as $PFE $JNJ $BMY $ABBV $LLY $MRK $SNY are now facing - the upcoming patent cliff scenario 🧵👇. With IP rights - which are about to expire in 2027-2028 big Pharma companies face a huge pressure on both their pipeline and their future revenue streams which is practically forcing them to increase their M&A activity"
X Link @yaireinhorn 2025-10-15T20:21Z 16.8K followers, 1952 engagements

"4/But despite the loose ends regarding $PFE new deal the real significance is that the Trump administration is eager to strike a deal with the Pharma industry. Since most of the Big Pharma companies have already pledged large investments in U.S. manufacturing 🧵👇 they are supposedly safe from future tariffs. Even for drugs still imported from Europe countries a deal was made with the European Union in July lowering U.S. tariffs on Pharma exports to only 15%"
X Link @yaireinhorn 2025-10-03T20:21Z 16.8K followers, 2594 engagements

"1/🚨 @LineageCell just announced a three-year research collaboration with the William Demant Invest to advance its auditory neuronal cell transplant ReSonance (ANP1) - for the treatment of hearing loss. WDI will fund up to $12M in R&D costs while $LCTX will lead the R&D. $XBI"
X Link @yaireinhorn 2025-08-26T13:21Z 16.8K followers, 5661 engagements

"6/Some of that gap between the Arca Pharmaceutical Index $DRG and the S&P XXX $SPX partially reflects the AI-driven surge in the big Tech stocks but most of the gap derives from institutional investors steering clear of a sector which was a political target for way too long $XBI"
X Link @yaireinhorn 2025-10-04T00:36Z 16.8K followers, 1680 engagements

"1/🚨WOW Novo Nordisk $NVO is acquiring Akero Therapeutics $AKRO for $XX per share ($4.7B) in cash at closing with a contingent value right (CVR) of $X per share ($500M). Akeros fibroblast growth factor XX (FGF21) analogue efruxifermin (EFX) is a potentially best-in-class treatment for metabolic dysfunction-associated steatohepatitis (MASH). $XBI"
X Link @yaireinhorn 2025-10-09T10:12Z 16.8K followers, 14.4K engagements

"@esherifftv I have long converted into Coke Zero"
X Link @yaireinhorn 2025-10-15T13:05Z 16.8K followers, XXX engagements

"1/🚨Arbor Bio & Chiesi Group announced a collaboration & license agreement aimed to develop & commercialise Arbors leading clinical-stage Gene Editing program - ABO-101. Arbor will also be eligible to receive up to $115M in upfront payments & $2B in potential milestones. $XBI"
X Link @yaireinhorn 2025-10-08T16:21Z 16.8K followers, 3680 engagements

"Another side effect of the Covid BioTech bubble was that the same huge influx of capital - based on zero interest rates and on an unprecedented interest by private and institutional investors has led to an inflation in the number of BioTech companies who went public during the pandemic although many of them were too premature to become public. This overflow eventually backfired and led to an almost complete standstill in the current IPO market and to a sharp drop in the number of new public BioTech companies. $XBI"
X Link @yaireinhorn 2025-10-16T21:21Z 16.8K followers, 8662 engagements

"This is an utter joke The only person that was worthy to receive this prize is the president of the United States - Donald J. Trump who ended the war and brought XX hostages back to their families Instead they gave this prize to someone that nobodys ever heard about"
X Link @yaireinhorn 2025-10-10T09:25Z 16.8K followers, 5375 engagements

"2/PH1 - primary hyperoxaluria type X is a rare genetic kidney disease that is often present in children & is associated with an overproduction of oxalate in which enzyme deficiencies in the liver lead to the overproduction and buildup of oxalate causing kidney stones kidney damage & eventually even to kidney failure"
X Link @yaireinhorn 2025-10-08T17:21Z 16.8K followers, XXX engagements

"A very interesting angle of todays $BMY - Orbital therapeutics acquisition 🧵👇is of course the CRISPR Gene Editing one. Im sure not many are aware of the collaboration and licensing agreement signed in 2022 between $BEAM and Orbital. This agreement also included a common stock issuance agreement in which Orbital has issued @BeamTx XX million shares of its common stock thus making $BEAM a substantial stakeholder in Orbital and subsequently a major beneficiary of todays acquisition $XBI"
X Link @yaireinhorn 2025-10-10T12:21Z 16.8K followers, 8079 engagements