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@BowTiedBiotech "With $PFE grabbing $MTSR whos most likely to take the next shot at obesity players like $VKTX $GPCR Kailera Comment with other suggestions"
X Link @BowTiedBiotech 2025-09-22T11:57Z 21K followers, 7332 engagements

"5/ Trials Get Smarter (and Faster) Old endpoints arent dying theyre getting replaced. 👉🏼 ctDNA clearance 👉🏼 MRD dynamics 👉🏼 Circadian-aware dosing By 2026 regulators will write this into guidance. By 2030 sponsors who dont adapt will be obsolete"
X Link @BowTiedBiotech 2025-10-15T21:55Z 21K followers, XXX engagements

"Your Weekly Biotech News Fix Ep. XXX 🤖 Listen to the AI robots objectively debate this weeks top biotech news. 🍽 Oral obesity pill race heats up 💼 Big Pharma layoffs top 39000 🧬 $RHHBY buys $ETNB for $3.5B 🏭 $GSK invests $30B in U.S. R&D ⚗ $LLY builds $5B Virginia plant 🧠 $BIIB acquires Alcyone for RNA delivery 🧩 VectorY$SHAPE $1.2B brain capsids 📊 $LLY obesity pill late-stage data 💊 $LXRX advances non-opioid pain drug 📺 FDA cracks down on GLP-1 ads 👁 Ollin Bio debuts with $100M 🔗 Links to podcast: Substack: Spotify:"
X Link @BowTiedBiotech 2025-09-19T16:00Z 21K followers, 1829 engagements

"1/ Learn how $RVMD gains $1B in market cap.New FDA fast lane new game Introducing the Commissioners National Priority Voucher (CNPV) pilot program What is it CNPV is not a PRV it is a hand-picked XX month action window after filing with deep pre-file alignment concurrent review and a one-day tumor board finish. If you can file clean you pull launch forward by quarters. Calendar alpha. A thread on how to benefit 🧵"
X Link @BowTiedBiotech 2025-10-18T01:30Z 21K followers, 4256 engagements

"🚨 BTD Moonshot Two more Breakthrough Therapy Designations hit the tape: $ONC Sonrotoclax (BCL-2i MCL) $BCAX Ficerafusp (EGFR x TGF 1L HPV HNSCC) Both stocks popped but nowhere near the outsized reactions we saw last week. Heres why 👇🏼 1The Market Already Knew Investors had been expecting these BTDs. Both drugs showed strong early data and were in active FDA communication. When everyones positioned for good news even great news just confirms whats priced in. 2Risk Isnt Gone BTD lowers regulatory friction but doesnt remove clinical risk. Sonrotoclax still needs to differentiate from $AABV"
X Link @BowTiedBiotech 2025-10-14T10:49Z 21K followers, 6312 engagements

"Discovered in China Scaled in America: The $6B Cancer Deal That Could Reshape ChinaUS Biotech $PFE just paid $1.25B upfront to license a PD-1 x VEGF bispecific from Chinas 3SBio. Its one of the richest Chinese biotech deals ever. But this isnt about one molecule. Its a blueprint for what comes next. Lets break it down:"
X Link @BowTiedBiotech 2025-05-22T11:42Z 21K followers, 20.9K engagements

"👀 $BIIB exiting AAV"
X Link @BowTiedBiotech 2025-09-26T10:47Z 21K followers, 2676 engagements

"The obesity takeover. In 2028 the LOE fun begins with top dog Keytruda and Eliquis coming under pressure. Obesity generics are about a decade out.🤑"
X Link @BowTiedBiotech 2025-08-24T12:20Z 21K followers, 13.7K engagements

"1/ Big Pharma is betting inflammation = the next cholesterol. $NVS just spent $1.4B buying $TRML for its IL-6 asset. 👀 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 🧵"
X Link @BowTiedBiotech 2025-09-13T11:54Z 21K followers, 10.1K engagements

"$LXEO + XX% after FDA hinted it may let early data count toward a BLA in FA-cardiomyopathy. No new patients just a faster road"
X Link @BowTiedBiotech 2025-10-07T10:48Z 21K followers, 15.3K engagements

"Your Weekly Biotech News Fix Ep. XXX 🧬 $IMRX: Atebimetinib + chemo XX% 9mon OS PDAC ⚖ FDA: Drafts to speed cell/gene dev. 💰 $SNY: +$625M VC total $1.4B rare/neuro. 🏭 $JNJ: FDA warns Korea site GMP lapses. 🧪 $BIIB: Hi-dose Spinraza CMC rejection. 🌎 H-1B: $100K fee risks biopharma hires. 🏗 $LLY: $6.5B Houston plant oral GLP-1. 🧠 $QURE: AMT-130 slows HD XX% BLA XX. 👶 FDA: Revives Wellcovorin Tylenol preg risk. 💉 $LXRX: Zynquista T1D delayed to Q4"
X Link @BowTiedBiotech 2025-09-26T16:00Z 21K followers, 2327 engagements

"5 Things BeiGene Can Teach Us About the Future of China-Driven Biotech If you want to understand where biotech R&D is going dont just look to Boston. Look to BeiGene. Theyve quietly built one of the most ambitious vertically integrated R&D engines anywhere in the world. And theyre not just following the West anymore theyre setting the pace in key areas that matter: scale speed modality innovation and translational logic. Lets break down what BeiGenes strategy reveals and why it matters. 1Scale is no longer the bottleneck. Its the edge. In 2018 BeiGene was averaging X preclinical programs per"
X Link @BowTiedBiotech 2025-07-29T11:32Z 21K followers, 10.2K engagements

"🔥 1/ A new Nature Biotech paper from MIT might quietly redefine dose control in gene therapy. It introduces something called DIAL promoters where you literally edit dose into DNA itself. No re-dosing. No chronic drugs. Just one genetic dial. Heres why thats huge for AAV CAR-T and cell therapy 🧵👇🏼"
X Link @BowTiedBiotech 2025-10-14T00:22Z 21K followers, 12.1K engagements

"6/ Screening Gets Cheap A $XX test that picks up XX% of stage I cancers Its real. And it doesnt need Illumina. Low-cost blood tests from China and Korea will push diagnosis earlier before symptoms before spread. Which means: ✅Smaller tumors ✅Tighter endpoints ✅Shorter trials And yes smaller markets per patient. This topic needs much more discounts. TLDR - expect much more action in the neoadjuvant setting"
X Link @BowTiedBiotech 2025-10-15T21:55Z 21K followers, XXX engagements

"$GUTS Fractyls dual GIP/GLP-1 gene therapy (RJVA-002) looks impressive on slides XX% body-weight loss in X weeks in DIO mice. Real efficacy. But its also a biological minefield. 💡The Pitch AAV vector delivering GIP + GLP-1 driven by an insulin promoter only active when glucose high. The pancreas becomes a self-titrating incretin pump. One shot no injections lifelong effect. A gene-encoded Mounjaro. 😌The Problem Works because -cells secrete incretins.but those same -cells are already overworked in obesity. No dose control. No reversibility. Elegant on paper; unforgiving in practice. 🐭The"
X Link @BowTiedBiotech 2025-10-07T11:32Z 21K followers, 15.7K engagements

"Is AI Outperforming Graduate Students in Science Ep. XXX 🤖 Listen to the robots talk about robots replacing humans 📣🎙 TODAYS PODCAST: 0:00 Welcome 1:09 A bottleneck for discovery 1:32 Where AI is changing the game 2:31 PaperQA2 surpasses humans 5:24 Skepticism replaces confirmation 6:19 WikiCrow raises the bar 8:08 AI becomes a virtual lab partner 10:47 Amplifying human scientists 12:47 A global democratized future 🔗 links to podcast: Substa*ck Spotfy:"
X Link @BowTiedBiotech 2025-10-15T12:31Z 21K followers, 1210 engagements

"🧬 X REASONS WHY GENETIC MEDICINE IS BACK $ARKG +42% last 6mon X $BEAM + $CRSP + $NTLA now make up XX% of $ARKG Investors are rotating back into precision editing after a brutal 2-year drawdown. Base prime and in vivo platforms are all seeing renewed conviction. X AI x Genomics is driving the rebound. Names like $TEM (+181% YTD) $RXRX (-26% YTD) $ABSI (+36% YTD) show that the next wave of genetic medicine is data-native where models not mice guide discovery. X From therapy bets to ecosystem plays. Portfolio shifting from binary drug developers to scalable biology infrastructure. Top Holdings"
X Link @BowTiedBiotech 2025-10-12T14:02Z 21K followers, 14.4K engagements

"🎙 New Episode: Your Weekly Biotech News Fix Ep. XXX 📣🎙 TODAYS PODCAST: 0:00 Intro 1:28 Regeneron BiFx Approval 3:33 Cosentyx GCA Trial Failure 6:05 Vyvgart Hytrulo Safety Risk 7:30 Argenx Macrocyclic Peptide Deal 10:17 Gilead HIV Market Strategy 12:02 Bluebird PE Acquisition 13:42 Sage Tx Buyout Drama 15:29 Beckley Psychedelic Nasal Spray 17:20 Mifepristone Access Debate 20:12 Closing 🔗 links to podcast: Substa*ck Spotfy:"
X Link @BowTiedBiotech 2025-07-05T18:19Z 21K followers, 1659 engagements

"Kailera Therapeutics Announces $XXX Million Series B Financing It will be entertaining when they get acquired before $VKTX 🤣 Although if someone was going to make a move they would have done it before this money went in and I assure you that idea was directly tested with pharmas (i.e. financing was plan B)"
X Link @BowTiedBiotech 2025-10-14T14:40Z 21K followers, 5871 engagements

"📊 Big Pharma Is Paying Up Earlier Phase I is where the money is now. Median up-fronts hit $350M in 2025 YTD 2x 2024 3x 2023. Platforms are out clinical POC is in Pharmas want human data not decks BD cycles are accelerating as pipelines thin Early clinical validation is the new Series C. Private biotech is being rewarded for velocity to human data not necessarily breadth of preclinical science. Source: DealForma 9/30/25"
X Link @BowTiedBiotech 2025-10-15T01:30Z 21K followers, 11.5K engagements

"You all know we love to flag the new funds so people know where to find the $$$.these kind of announcements feel more like marketing pitches. Let's say we are going to raise something and try to create some momentum. Although the article notes $98M committed so they should get this one done. The Ascenta story we posted earlier is similar. They announced the fund in 2023 and then closed in 2025 The good news - LPs are writing checks again - as noted: "Other venture firms in the industry have active opportunity funds. Atlas Venture disclosed a $XXX million opportunity fund in September and"
X Link @BowTiedBiotech 2025-10-10T12:24Z 21K followers, 1659 engagements

"$BBIO priced-in +0% pre-market"
X Link @BowTiedBiotech 2025-09-02T11:32Z 21K followers, 5142 engagements

"Broadway vs Hollywood Meets Biotech Investing Ep. XXX Venture capital runs on chaos. Hedge funds run on control. Both make money. Biotech lives where those worlds collide. The tension you see every day on X (the ego the snark the skepticism vs belief) isnt personal. Its psychology. Each side is wired for a different kind of variance. Learn how variance drives returns and how top investors manage it. 🔗"
X Link @BowTiedBiotech 2025-10-12T12:32Z 21K followers, 1556 engagements

"🤑BMS Buys Orbital for $1.5B.In Vivo CAR-T Arms Race Heats Up $BMY is acquiring Orbital Therapeutics for $1.5B cash adding an RNA-LNP in vivo CAR-T platform (lead: OTX-201 pre-IND CD19 program). 🕵Deal Comps Follows $ABBV / Capstan ($2.1B; non-viral) and $GILD / Interius ($350M; viral) Orbital sits between them on stage (pre-IND) and valuation (platform-weighted) Validates appetite for delivery + design-layer RNA stacks as next-gen cell therapy infrastructure 🗣Full FOMO: Big Pharma is converging on in vivo reprogramming as the next cell therapy frontier. Capstan set the high bar"
X Link @BowTiedBiotech 2025-10-10T12:09Z 21K followers, 3565 engagements

"3/ Think of it as a genetic volume knob. AAV deliver once at Low. If biomarkers lag inject an LNP mRNA booster encoding Cre to step it to Med. No second viral vector no long-term drug. For the first time dose escalation becomes an edit not an infusion"
X Link @BowTiedBiotech 2025-10-14T00:22Z 21K followers, XXX engagements

"(UPDATED) US PHARMA MANUFACTURING COMMITMENTS 8.22.25 Johnson & Johnson $JNJ$57B Roche $RHHBY$50B AstraZeneca $AZN$50B Eli Lilly $LLY$50B Sanofi $SNY$20B Gilead $GILD$32B Takeda $TAK$30B Novo Nordisk $NVS $23B Novartis $NVF $23B Merck $MRK$9B Biogen $BIIB$2B Thermo Fisher $TMO$2B Amgen $AMGN$900M AbbVie $ABBV$195M 🤑TOTAL$349.1 B"
X Link @BowTiedBiotech 2025-08-22T11:03Z 21K followers, 12.4K engagements

"version of Hi-Bio - anti-CD38 for AID Abingworth Bain Venrock see XXX million reasons to swing for fences and replicated the recent $1.15B HiBio buyout by $BIIB"
X Link @BowTiedBiotech 2025-01-10T12:26Z 21K followers, 3610 engagements

"1/ Inflammation = Next CV Growth Driver $NVS buys $TRML for $1.4B Tourmalines pacibekitug is a Phase 3ready antiIL-6 antibody for ASCVD. Novartis is betting on residual inflammatory risk as the next frontier in heart disease. Pacibekitug looks differentiated. Monthly or quarterly dosing. XX% median hs-CRP reduction in Phase X. Clean safety. Clear path into outcomes trials. Deal maths: -Peak proj PYS $35B -Risk adjusted $1.31.5B -Paid $1.4B -1.0x risk adj 0.35x peak For context Novo paid $2.1B for Corvidia in 2020 at an earlier stage. Novartis is paying less for a later cleaner asset. Textbook"
X Link @BowTiedBiotech 2025-09-09T11:15Z 21K followers, 3157 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 @BowTiedBiotech 2025-01-17T15:20Z 21K followers, 32.1K engagements

"Big pharma is starting to figure it out trading pricing for predictabilityand the market loves it. $XBI $PFE $AZN Lock in a few years of tariff relief Commit to USA investment Offer discounts where margins dont matter Follow these rules and you will walk away with what every capital-heavy business craves.certainty"
X Link @BowTiedBiotech 2025-10-14T01:41Z 21K followers, 2416 engagements

"🍿 $ALEC +/- XXX% volatility"
X Link @BowTiedBiotech 2025-10-05T16:00Z 21K followers, 2369 engagements

"New ADC data on deck at #ESMO25 👇 NaPi2B / TOPO1 MUC1 / TOPO1 HER2 / Eribulin CD70 / AS269 5T4 / MMAE MUC18 / TOPO1 👀 Astellas AS269 novel payload"
X Link @BowTiedBiotech 2025-10-17T11:53Z 21K followers, 4872 engagements

"💡 Everyones Watching Menin. The Real Upside at $KURA May Be the FTI Unlock. FTIs were once a failed class. Old drugs chased KRAS/NRAS but those proteins escaped via geranylgeranylation. The story ended in disappointment. New mechanistic insights flip the script. KO-2806 isnt about RAS its about Rheb. Rheb must be farnesylated to activate mTORC1. No bypass no backup. Block FTase Rheb stranded mTORC1 off. That makes KO-2806 a tolerable combo-ready indirect mTORC1 inhibitor. Where it matters: 👉RCC: VEGF + mTOR biology validated but toxic 👉Endometrial: PTEN/PI3K need mTORC1 👉ER+ breast:"
X Link @BowTiedBiotech 2025-09-27T14:57Z 21K followers, 14.9K 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. 😀Whats 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. ☹Whats missing: Tiny dataset (n=7 total 29mo follow-up). No IgG IgM or B-cell data so reset is"
X Link @BowTiedBiotech 2025-10-07T11:20Z 21K followers, 3862 engagements

"Your Weekly Biotech News Fix Ep. XXX Designed to be consumed as a quick scroll. 🤝 $SNY $EVOQ autoimmune 💉 $NVO $OMER complement 🧠 $BMY Insitro AI for ALS 💊 $BCRX $ATXS HAE 🧬 Boehringer & AimedBio ADCs 📉 CSL $MRK $NVO RIFs 🧫 FDA Orphan Director Exit 💵 $NVO buys $AKRO ⚖ California Targets PBMs & PE 💥 $AZN + $NVO Pricing Turmoil 🔗"
X Link @BowTiedBiotech 2025-10-17T16:00Z 21K followers, 1216 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 😜 👇🏼 .a U.S.-based life-sciences focused institutional investor"
X Link @BowTiedBiotech 2025-02-18T12:36Z 21K followers, 4436 engagements

"in-vivo CAR-T Economics: CAR-T used to mean personalized powerful and prohibitively expensive. A single autologous therapy can cost up to $500K per patient with manufacturing COGS still hovering around $100K even after years of optimization. Cesare Di Nitto on the HR app shared insight from EsoBiotec which shows why that math may soon collapse. 🧮 The New Equation: X LVV batch 120+ patients COGS: $10K per patient Turnaround: X week ❗No apheresis no lymphodepletion Thats a 5-10x reduction in cost per treatment achieved by moving from bespoke cell manipulation to in-vivo gene delivery. And the"
X Link @BowTiedBiotech 2025-10-12T12:39Z 21K followers, 16.2K 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 🔟 $PFE (Pfizer)"
X Link @BowTiedBiotech 2025-10-14T12:11Z 21K followers, 3600 engagements

"Based on below there is negative readthrough from $SMMT to $PFE 3SBiobut I am surprised by how many agree with the statement. End of day this product appears approvable there is still much room to work in terms of future study designs. Maybe not a HR but a handful of singles can still put runs on the board"
X Link @BowTiedBiotech 2025-09-08T12:04Z 21K followers, 5269 engagements

"@Andre_AGTC Super exciting I think most overlook atm how big this can be - much bigger opportunity imo than menin (which most agree is significant & much more derisked)"
X Link @BowTiedBiotech 2025-10-12T13:36Z 21K followers, XXX engagements

"ABTECT-1/2 $ABVX obefazimod deliver what you want from induction: replicated XX mg efficacy secondary endpt (histo-endo) low placebo benign safety profile The setup for maintenance is there if durability echoes the induction profile this is a real contender in UC as the safety-first oral. 🧐Differentiation: JAK (Upa): faster/higher induction but BBW & monitoring; positions obe before JAK for safety-first and as bridge after biologic failers who want oral without BBW. S1P (Etra/Ozani): decent efficacy class AE/monitoring baggage; obe aims for cleaner safety and less monitoring with deep"
X Link @BowTiedBiotech 2025-10-05T16:46Z 21K followers, 7012 engagements

"4/ In CAR-T and Treg therapies DIAL is a built-in safety clutch. You start Low to reduce CRS risk. If tumor control stalls one transient pulse drives cells to Med. The new level persists through divisions stable heritable predictable. Thats the next evolution of controllable cell therapy"
X Link @BowTiedBiotech 2025-10-14T00:22Z 21K followers, XXX engagements

"BIOTECH MARKET RESEARCH $AGIO Ep. XXX Agios heads into a late-2025 binary with mitapivat in SCD a readout that could rewrite the standard of care or erase years of work overnight. The setup: an oral PKR activator that revs red-cell metabolism lifts hemoglobin and cuts hemolysis. If it also trims crisis rates Agios owns the SCD market Pfizer left behind when voxelotor fell. Options are already pricing XX% implied volatility into the event. Subscribe to stay ahead of the next move"
X Link @BowTiedBiotech 2025-10-13T09:30Z 21K followers, 1562 engagements

"More info 👇🏼"
X Link @BowTiedBiotech 2025-10-18T01:57Z 21K followers, 1685 engagements

"BIOTECH MARKET RESEARCH $ALEC Ep. XXX Another Biotech Binary Alector is heading toward a make-or-break moment with Phase X INFRONT-3 data for latozinemab in FTD-GRN expected mid-Q4 2025. ✅ success = first disease-modifying therapy in FTD ❌ If not = 's on if SORT1 blockade suffucient With no approved therapies and options implying XXX% move this one will test if biomarker restoration can truly translate into functional rescue. Subscribe to stay ahead of the next binary:"
X Link @BowTiedBiotech 2025-10-06T09:30Z 21K followers, 1892 engagements

"Fibrosis back in play - risk on $UTHR $INSM"
X Link @BowTiedBiotech 2025-09-02T22:14Z 21K followers, 3117 engagements