@BowTiedBiotech BowTiedBiotech 🧪🔬🧬

BowTiedBiotech 🧪🔬🧬 posts on X about china, the first, in the, the most 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 45.38% finance 15.13% countries 6.72% cryptocurrencies 3.36% technology brands 2.52% currencies 1.68% vc firms 0.84% exchanges 0.84%

Social topic influence china 6.72%, the first 5.88%, in the 5.04%, the most 5.04%, strong 4.2%, $abbv 4.2%, $xbi 4.2%, major 3.36%, $cmps #7, ceo 2.52%

Top accounts mentioned or mentioned by @biopharmiq @biotechtv @grok @hhsgov @nih @usfda @arpah @asco @yaireinhorn @theworldmad @billygains01

Top assets mentioned AbbVie Inc (ABBV) COMPASS Pathways plc (CMPS) Eli Lilly and Company (LLY) Sana Biotechnology, Inc. (SANA) Century Therapeutics, Inc. (IPSC) Johnson & Johnson (JNJ) Immix Biopharma, Inc. (IMMX) Synthetify (SNY) Vertex Protocol (VRTX) Fractyl Health, Inc. (GUTS) Janux Therapeutics, Inc. (JANX) Moderna Inc (MRNA) Pyxis Oncology, Inc. (PYXS) Pfizer, Inc. (PFE) Bristol-Myers Squibb Co (BMY) uniQure N.V. (QURE) AstraZeneca PLC (AZN) Dyne Therapeutics, Inc. (DYN) Merck & Co., Inc. (MRK) Sanofi (SNY) Omega Therapeutics, Inc. (OMGA) Artiva Biotherapeutics, Inc. (ARTV) BioAge Labs, Inc. (BIOA) Ionis Pharmaceuticals, Inc. Common Stock (IONS) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Arrowhead Research Corporation (ARWR) SuperRare (RARE) Praxis Precision Medicines, Inc. (PRAX) Prothena Corporation plc Ordinary Shares (PRTA) Novo-Nordisk (NVO) Novartis AG (NVS) Vir Biotechnology, Inc. Common Stock (VIR) Arcblock (ABT) Sarepta Therapeutics, Inc. (SRPT) Terns Pharmaceuticals, Inc. (TERN) Repare Therapeutics Inc. (RPTX)

Top Social Posts

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

"$CMPS first-in-line for potential psychedelicapproval for Treatment Resistant Depression (TRD) . Likely war between "Old School FDA" and MAHA movement. Will be exciting to see the outcome. $HELP with strong data for Major Depressive Disorder (MDD) and Breakthrough Therapy Designation. New CEO hire Mr. Michael Cola accomplished CNS veteran should have positive impact on corporate direction. Psychedelic market is evolving but will regulatory hurdles remain Two names to watch closely. https://www.youtube.com/watchv=_OlyKf1prLk https://www.youtube.com/watchv=_OlyKf1prLk"
X Link 2026-02-13T13:05Z 22K followers, [----] engagements

"AutoImmune Cell Therapy - what is it worth: all eyes on the $ARTV IPO today. Nothing like a little old fashioned price discovery to keep you entertained on a Friday. 🔘Kyverna Therapeutics: Their early clinical findings in multiple sclerosis (currently Phase 2) have shown promising results with CAR-T cells though with mixed results in lupus nephritis (currently Phase 1). 🔘iCell Gene Therapeutics: CAR-Ts demonstrated significant efficacy in systemic lupus erythematosus (SLE) in a Phase [--] with some patients remaining disease-free for over four years. 🔘Cartesian Therapeutics: Utilized"
X Link 2024-07-19T11:22Z 22K followers, 15.6K engagements

"THIS IS A BIG DEAL IN BEYOND GLP OBESITY WORLD $BIOA -75% 😱 BioAge Labs Announces Discontinuation of STRIDES Phase [--] Clinical Trial Evaluating Azelaprag in Combination with Tirzepatide for the Treatment of Obesity Who else works on Apelin"
X Link 2024-12-06T22:24Z 22K followers, 20.8K engagements

"10 -- Drugs on Track for FDA Approval in [----] $IONS $SNY $RGNX $VRTX $ABBV $SWTX $ARWR $URGN $RARE Source: Maryam Daneshpour on the HR app http://9926.HK http://9926.HK"
X Link 2025-01-17T15:20Z 22K followers, 32.3K 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 $SLDB $200M offering at $4.03 $SLDB $200M offering at $4.03"
X Link 2025-02-18T12:36Z 22K followers, [----] engagements

"$PRAX - we will have to wait until 8:30am ET to see the data. Praxis Precision Medicines Announces Positive Best-in-Disease Topline Results in Patients with Focal Onset Seizures from the RADIANT Study of Vormatrigine So far sounds good 56.3% median reduction in seizure frequency. +24% pre-market. We had at +35% / - 30% https://twitter.com/i/web/status/1952343056901869728 https://twitter.com/i/web/status/1952343056901869728"
X Link 2025-08-04T12:17Z 22K followers, [----] engagements

"Your Weekly Biotech News Fix Ep. [---] 📈Trend: policy is tightening obesity/CNS delivery keep drawing capital and China dealflow keeps accelerating position accordingly. 💉 Debate on COVID shot policy 🧠 $PRTA AD drug high ARIA risk 💊 $LLY oral obesity pill succeeds 🍄 $ABBV buys Gilgamesh for $1.2B 🏛 FDA pushes for survival data 🧬 $NVO $550M saRNA obesity deal 🧠 $NVS bets $772M on BBB tech 🧬 $REGN siRNA wins in gMG 🏛 CDC chief ousted after COVID clash U.S. losing biopharma edge ✂ Exelixis cuts [---] Pharma spends $48.5B on China"
X Link 2025-08-29T19:59Z 22K followers, [----] engagements

"+20% $GUTS Fractyl Health Announces Groundbreaking Data from REMAIN-1 Midpoint Cohort Showing Revita Maintained Weight Loss After GLP-1 Discontinuation Picture this: A 48-yr-old on tirzepatide drops [--] lbs. First time in years labs are normal life feels different. Then insurance denies coverage. Drug stops. Within weeks hungers back scale creeping up. The dreaded yo-yo. This is the fatal flaw of GLP-1s: off drug = regain. $GUTS thinks it has the answer. ✅REMAIN-1 (n=45 [--] mo): After GLP-1 stop Revita (duodenal resurfacing) pts kept 94% of their loss while sham pts regained 10%. 12.5pp"
X Link 2025-09-26T11:41Z 22K followers, [----] engagements

"👊Masked 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 [--] of Phase [--] 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 22K followers, [----] engagements

"Weekly Biotech News Fix Ep. [---] The week of 11.17.25 🤖 Listen to the AI robots discuss this weeks top biotech news 📣🎙 TODAYS PODCAST: 0:07 Welcome 1:32 $LLY $1T valuation 4:14 $ABT Exact Sciences ecosystem 5:37 $MRNA loan and runway 6:52 Big Pharma M&A regret files 8:26 FDA and $SRPT warning 10:10 BTD impact 11:00 China APIs & manufacturing 12:25 Aspen Neuro Parkinsons therapy 🔗 links to podcast in bo https://twitter.com/i/web/status/1992224295309730268 https://twitter.com/i/web/status/1992224295309730268"
X Link 2025-11-22T13:31Z 22K followers, [----] engagements

"BIOTECH MARKET RESEARCH $PYXS Ep. [---] 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 [----] readout = pure binary: ✅ Validates ECM-targeting ADCs as a new class ❌ Or the whole mechanism gets written off Full breakdown on subst*ck: https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-pyxs-ep-868 https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-pyxs-ep-868"
X Link 2025-12-01T10:30Z 22K followers, [----] 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 🧵 https://twitter.com/i/web/status/1997647616079761459 https://twitter.com/i/web/status/1997647616079761459"
X Link 2025-12-07T12:41Z 22K followers, [----] 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. 🐂Bulls like Best early efficacy print: week-24 MMR 64% achieved (14/22) and 75% cumulative (24/32 incl. maintainers). Tough baseline still hits: median [--] prior TKIs; 36% prior asciminib; 56% baseline 1% IS; 44% 10%; signal showing up in a heavy cohort. Clean simple dosing: QD"
X Link 2025-12-09T04:34Z 22K followers, 10.5K engagements

"Earlier this week. $PYXS -60% The signal is real enough to warrant enthusiasm but its built on sand until we see DoR and how AIBW dosing tames the 56% grade3 / 28% discontinuation problem. If those two points resolve favorably MICVO has a plausible path to a registrational mono study in 2L+ HNSCC; if not this stalls as interesting Phase [--] biology. The market continues to punish the encouraging but show me more story BIOTECH MARKET RESEARCH $PYXS Ep. [---] MICVO might be the first ADC to truly drug the tumor matrix not the cell. MICVO targets EDB+ fibronectin in the ECM using extracellular"
X Link 2025-12-19T13:08Z 22K followers, [----] engagements

"+21% $RPTX Santa CVR Trade Repare Therapeutics Shares Rise on $30 Million Asset Deal With Gilead Good pre-close [--] Add $25M $2.67 +25%. https://www.marketscreener.com/news/repare-therapeutics-shares-rise-on-30-million-asset-deal-with-gilead-ce7e59dada8ff12d https://www.marketscreener.com/news/repare-therapeutics-shares-rise-on-30-million-asset-deal-with-gilead-ce7e59dada8ff12d"
X Link 2025-12-24T14:44Z 22K followers, [----] engagements

"Small signal-seeking Phase 1b shows a modest overall effect on CMAI with a moderate signal only in an anxiety-enriched subgroup. $NMRA Clean safety and no sedation are positives but subgroup-dependence subjective endpoints and an outlier-exclusion in placebo are the bear hooks. Translation to a powered Phase 2/3 is far from de-risked. https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-announces-positive-results-nmra-511-phase https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-announces-positive-results-nmra-511-phase"
X Link 2026-01-05T12:13Z 22K followers, [----] engagements

"$DRUG +25% showed 73% reduction on objective EEG in absence seizures and 63% in DEE but the study was small and open-label. With a rival already in Phase [--] $LBPH expect volatility and a likely raise. https://www.globenewswire.com/news-release/2026/01/06/3213483/0/en/Bright-Minds-Biosciences-Announces-Positive-Topline-Results-from-Phase-2-Clinical-Trial-of-BMB-101-in-Patients-with-Absence-Seizures-and-Developmental-and-Encephalopathic-Epilepsie.html"
X Link 2026-01-06T12:51Z 22K followers, [----] engagements

"$KYRS +1% Nice science market not convinced. KB407 shows delivery + CFTR protein in bronchoscopic biopsies but no sweat chloride/NPD/FEV1. End of day PD = clinical translation. Also a crowded CF GTx race = priced in. $FDMT 4D-710 (ppFEV1/LCI signals) $VRTX / $MRNA VX-522 (watch restart) $ARCT stumble. Show us repeat-dose + function and we will move bull.until then.nice update. https://ir.krystalbio.com/news-releases/news-release-details/krystal-biotech-announces-positive-interim-clinical-update-kb407"
X Link 2026-01-09T11:46Z 22K followers, [----] engagements

"$ASND -2.5% Looks approvable (priority review; class precedent). Combo = upside optionality not the label. COACH Wk-52 open-label Ph2 (n=21) CNP + hGH AGV: [---] (nave) / [----] cm/yr (prior-CNP) 97th pct vs avg-stature Z-score: +1.02 / +0.86; proportionality/arm-span up; bone age consistent AEs mild; 100% completed; mono PDUFA Feb [--] 26; combo Ph3 protocol discussed Benchmarks: $BMRN (Voxzogo): 5.46.0 cm/yr ( vs PBO +1.6) $BBIO (oral FGFR3): +2.5 cm/yr @ [----] mo (Ph2) $BMRN incumbency; $BBIO oral convenience"
X Link 2026-01-09T13:31Z 22K followers, [----] engagements

"Expect BIG activity from pharma with PD1xVEGF combos $SMMT Announces Clinical Trial Collaboration with $GSK to Evaluate Ivonescimab in Combination with GSKs B7-H3 Antibody Drug Conjugate (ADC) $PFE has already telegraphed (and started to operationalize) the same playbook. https://www.businesswire.com/news/home/20260112976441/en/Summit-Therapeutics-Announces-Clinical-Trial-Collaboration-with-GSK-to-Evaluate-Ivonescimab-in-Combination-with-GSKs-B7-H3-Antibody-Drug-Conjugate-ADC https://firstwordpharma.com/story/5937214"
X Link 2026-01-12T12:00Z 22K followers, [----] engagements

"@BiotechTV @grok compare $IPSC as a competitor to $SANA in T1D and the importance to winning in the commercial space of donor derived vs iPSC derived cells. Is this a classic FIC vs BIC setup"
X Link 2026-01-19T13:21Z 22K followers, [---] engagements

"$IPSC $SANA Below avg market share based on therapeutic advantage and market entry order. 1Being first and best still dominates value capture 2Being second can be meaningful if going into a large market 4050% value capture is still meaningful 3Even being third can result in meaningful value capture if differentiated 4There is more negligible value coming later than 3rd to market Does this suggest the highly differentiated 3rd to market Asia play is the winner Japan might be the more likely source than China https://twitter.com/i/web/status/2013248456962293997"
X Link 2026-01-19T13:53Z 22K followers, [---] engagements

"A few key takeaways from this weeks top biotech news: $BMY & $JANX: Tackling T-cell toxicity with tumor-activated masks. $PFE & $NVAX: Diversifying beyond mRNA for strategic risk hedging. $JNJ: projecting $100B revenue post-Stelara patent cliff. $RHHBY: Building manufacturing moats for obesity market dominance. FDA: Setting a higher bar for myeloma with MRD and complete response endpoints. AI: Achieving higher success rates through superior clinical trial design. https://twitter.com/i/web/status/2014790237646385545 https://twitter.com/i/web/status/2014790237646385545"
X Link 2026-01-23T20:00Z 22K followers, [----] engagements

"The ultra-competitive atopic dermatitis space $APGE $CRVS $NKTR Read 👇 Why $APGE is my number [--] pick in this race: IL-13 already in Phase [--] (derisked) By combining IL-13 and OX40L inhibition APG279 targets the complete inflammatory spectrum (Type [--] [--] and 3) potentially delivering EASI-90 rates 50% and EASI-75 rates 75%. This would Why $APGE is my number [--] pick in this race: IL-13 already in Phase [--] (derisked) By combining IL-13 and OX40L inhibition APG279 targets the complete inflammatory spectrum (Type [--] [--] and 3) potentially delivering EASI-90 rates 50% and EASI-75 rates 75%. This would"
X Link 2026-01-24T18:40Z 22K followers, 17.1K engagements

"Didnt know $RHHBY was in obesity They are. Genentechs CT-388 (dual GLP-1/GIP) showed Ph2 data (n=469) & it might be differentiated (TBD): 48w: 22.5% PBO-adj (efficacy est) / 18.3% treatment-regimen BMI30: 54% vs 13% PBO preDM to normoglycemia: 73% vs 7.5% d/c: 5.9% vs 1.3% No plateau; clear dose-response 💡Mechanistic edge: low -arrestin (less desensitization). CT-388 activates GLP-1/GIP receptors while largely avoiding -arrestin the cells off-switch. Less -arrestin = less receptor desensitization = longer steadier effect =potential for durable weight loss and smoother dosing."
X Link 2026-01-27T11:53Z 22K followers, [----] engagements

"🧠 Alzheimers double-header today BIG volatility $ANVS buntanetap (Ph3 6-mo co-primaries: ADAS-Cog13 ADCS-iADL) 🐂 Bull: oral clean safety any dual win resets the story +60% 🐻 Bear: prior co-primary miss no amyloid clearance small effects likely 30% $INMB pegipanermin (Ph2 sTNF-) 🐂 Bull: inflammation biology is real amyloid+ inflamed subgroup could show a signal safety clean +40% 🐻 Bear: mITT already negative expect subgroup fishing multiplicity headwinds 30% 🧮 We estimate PoS $ANVS 35% for a 6-mo dual co-primary win 912% for a single-endpoint pop 12% for a true pivotal path. $INMB 5% for"
X Link 2025-12-01T12:00Z 22K followers, [----] engagements

"BIOTECH MARKET RESEARCH $CMPS Ep. [---] by @BowTiedBiotech https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-cmps-ep-929r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-cmps-ep-929r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-09T17:10Z 22K followers, [----] engagements

"Cell Therapies for AutoImmune Disease AUTO-CAR-T 👉 $CABA (Cabaletta Bio) is developing a CD19-specific CAR T called CABA-201 to treat Systemic Lupus Erythematosus the most common type of lupus. 👉 Kyverna Therapeutics has developed a CD19 CAR targeting several autoimmune diseases including myasthenia gravis and lupus nephritis. CAR-TREG 👉 Sonoma Biotherapeutics and their CAR Treg platform SBT-77-7101 are focused on treating rheumatoid arthritis and hidradenitis suppurativa + collaboration with $REGN for IBD and Crohns 👉 Abata Therapeutics is generating two CAR Treg; ABA-101 for progressive"
X Link 2024-09-05T17:29Z 22K followers, [----] engagements

"🧠 Is Obicetrapib the Next Breakthrough in Alzheimers NewAmsterdam Pharma $NAMS is about to test a bold thesis.can CETP inhibition alter the course of Alzheimers in genetically high-risk patients In our latest BowTiedBiotech research note we unpack the upcoming Q3 [----] readout from NAMSs Phase [--] Alzheimers sub-study. This trial is the first serious attempt to reposition a cardio drug (obicetrapib) as a disease-modifying agent for ApoE4 carriers targeting upstream lipid dysregulation that may drive neurodegeneration. 📉 Whats at stake The primary endpoint is plasma p-tau217 a validated"
X Link 2025-07-28T09:30Z 22K followers, [----] engagements

"CD47 x R upfront in iNHL = big signal tiny dataset $ALXO +10% on back from the dead signs of life. ❗Efficacy vs SOC: Evorpacept + R (IST n=24) CR 92%. Historical 1L R 48% and R-chemo 53% 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 22K followers, [----] engagements

"$GUTS Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category Most still obsessed with rationalizing 1-2% benefits in weight loss at different time points. This war is going to be fought in the commercial space and if $MTSR has shown us anything - pharma is looking for a real differentiation narrative. Not a slight statistical beat on weight loss. $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance"
X Link 2026-01-05T12:17Z 22K followers, [----] engagements

"Degrader Tac-opedia 🔘PROTAC: E3 ligase-targeted proteolysis 🔘DUBTAC: Deubiquitinase stabilization 🔘LYTAC: Lysosome-targeted degradation 🔘Trivalent PROTAC: Multivalent E3 ligase 🔘AUTAC: Autophagy-targeted degradation 🔘RIBOTAC: RNA-targeted degradation 🔘RNA-PROTAC: RNA-binding E3 ligase 🔘BioPROTAC: Antibody/peptide proteolysis 🔘Aptamer-PROTAC: Aptamer proteolysis 🔘GlueTAC: Lysosomal traffic & degradation 🔘Peptide-PROTAC: Peptide-based E3 ligase 🔘NanoTAC: Nanobody-based E3 ligase H/T: Donggeon Kim on the HR app"
X Link 2024-10-26T12:54Z 22K followers, 131.2K engagements

"Rough week -50% $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 22K followers, [----] engagements

"Thoughts $1.5B mcap $COPN.SW https://www.cosmopharma.com/news/cosmo-announces-breakthrough-phase-iii-topline-results-from-scalp-1-and-scalp-2-for-clascoterone-5-solution-in-male-hair-loss-showing-up-to-539-relative-improvement-in-target-area-hair-count-vs-place Going to be going slightly off topic this Sunday talking about lifestyle #biotech [----] - #fda approves #viagra [----] - #fda approves #Botox [----] - The next mega-blockbuster will be for #Alopecia (#baldness) https://t.co/lJtcPrAvdJ https://t.co/DpGHMoiFWt"
X Link 2025-12-07T18:23Z 22K followers, [----] engagements

"$IMMX looks like it wants to move higher. Enrollment completion in Feb [--] is the next key catalyst setting up the path toward a filing-grade dataset in AL amyloidosis. Market starting to sniff it out. Check out the AL Amyloidosis success story here: https://www.youtube.com/watchv=q3yqrfvmoRU https://www.youtube.com/watchv=q3yqrfvmoRU"
X Link 2026-02-06T17:22Z 22K followers, [----] engagements

"Biopharma sentiment just snapped higher $XBI BPSI index jumped [--] to [--] in Q1. That is not a grind. That is a turn. Under the hood: Current Conditions surged [--] to [--]. Pain is easing now not someday. 12-month Expectations hit [---] for the first time. Neutral but after years below trend that is a regime shift. This lines up with what public market price action and deal flow are already whispering. Capital reopening. Boards re-engaging. Buyers back in diligence. Sentiment does not price drugs. But it sets the slope of risk appetite. We expect the M&A to continue And from what we are hearing the"
X Link 2026-01-29T11:20Z 22K followers, [----] engagements

"Source: https://e.endpointsnews.com/t/t-l-wehua-ahdikxjr-d/ https://e.endpointsnews.com/t/t-l-wehua-ahdikxjr-d/"
X Link 2026-01-29T11:20Z 22K followers, [----] engagements

"2026 show goes on. $AZN $15B for China R&D https://www.biospace.com/business/astrazeneca-pledges-15b-more-in-chinese-investments-for-cell-therapies-radiopharma https://www.biospace.com/business/astrazeneca-pledges-15b-more-in-chinese-investments-for-cell-therapies-radiopharma"
X Link 2026-01-30T12:22Z 22K followers, [----] engagements

"🫁Synthetic engineered organs are coming"
X Link 2026-02-01T14:46Z 22K followers, [----] engagements

"https://www.nature.com/articles/d41586-026-00239-y https://www.nature.com/articles/d41586-026-00239-y"
X Link 2026-02-01T14:46Z 22K followers, [----] engagements

"BIOTECH MARKET RESEARCH $IMMX Ep. [---] by @BowTiedBiotech https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-immx-ep-922r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-immx-ep-922r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-02T10:35Z 22K followers, [----] engagements

"BCMA CAR-T in AL amyloidosis is starting to look like a real category not a case report. The Alpha: Efficacy: 100% hematologic response rate 78% CR Durability: 100% PFS and OS at [--] months in a heavily pretreated cohort (median [--] prior lines) Safety: 89% CRS mostly low grade; organ toxicity manageable despite advanced cardiac and renal involvement Why this matters: CAR-T works in AL even with lower BCMA expression The next evolution is earlier intervention to prevent irreversible organ damage Where NXC-201 gets interesting - $IMMX Early signals suggest rapid light chain normalization and high"
X Link 2026-02-03T18:17Z 22K followers, [----] engagements

"Translation as a Therapeutic Ep. [---] by @BowTiedBiotech https://open.substack.com/pub/bowtiedbiotech/p/translation-as-a-therapeutic-ep-924r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bowtiedbiotech/p/translation-as-a-therapeutic-ep-924r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-04T13:41Z 22K followers, [----] engagements

"Translation as a Therapeutic Ep. [---] by @BowTiedBiotech https://open.substack.com/pub/bowtiedbiotech/p/translation-as-a-therapeutic-ep-924r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bowtiedbiotech/p/translation-as-a-therapeutic-ep-924r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-04T17:57Z 22K followers, [----] engagements

"Novo Nordisk spent billions developing GLP-1s. HIMS spent a legal memo. Undercutting patented drugs while ignoring IP protections isnt disruption. its erosion of the system that funds medical breakthroughs. 🔗 https://www.fiercehealthcare.com/health-tech/him-hers-plans-offer-cheaper-version-wegovy-pill-prompting-novo-nordisk-threaten-legal https://www.fiercehealthcare.com/health-tech/him-hers-plans-offer-cheaper-version-wegovy-pill-prompting-novo-nordisk-threaten-legal"
X Link 2026-02-06T00:41Z 22K followers, [----] engagements

"Within the next 18-24 months every Pharma will have a partner to access the China fast clinical development engine https://en.innoventbio.com/InvestorsAndMedia/PressReleaseDetail https://en.innoventbio.com/InvestorsAndMedia/PressReleaseDetail"
X Link 2026-02-08T19:46Z 22K followers, [----] engagements

"Over [--] BILLION people are living with a mental health condition. WHOs takeaway isnt we need better molecules. Its scale: workforce access delivery. Median govt spend is 2% of health budgets and capacity is nowhere near demand. So the bottleneck isnt biology. Its throughput. Tuesday Hot Topic: Mental Health Scale-Up: Why the Bottleneck Isnt Biology"
X Link 2026-02-10T13:36Z 22K followers, [----] engagements

"🔗 links to podcast: Substa*ck Spotfy: 📣🎙 TODAYS PODCAST: 0:33 A number that stops you 1:38 The bottleneck isnt biology 2:07 A throughput problem 2:29 Two percent budgets 2:52 Thirteen workers per [------] 3:35 We cant hire our way out 5:13 Procedure-enabled services 6:10 Fighting global gravity 8:51 Clinician hours per responder 10:32 A two-tier future https://open.spotify.com/show/7Ci2rODMV8xYujbM1AQN7c https://bowtiedbiotech.substack.com/s/the-bowtiedbiotech-podcast https://open.spotify.com/show/7Ci2rODMV8xYujbM1AQN7c https://bowtiedbiotech.substack.com/s/the-bowtiedbiotech-podcast"
X Link 2026-02-11T13:32Z 22K followers, [---] engagements

"The Catalyst Machine Ep. [---] How Capital Markets Quietly Rewired Translational Therapeutics https://open.substack.com/pub/bowtiedbiotech/p/the-catalyst-machine-ep-931r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bowtiedbiotech/p/the-catalyst-machine-ep-931r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-12T23:45Z 22K followers, [---] engagements

"$IMMX momentum continues Mizuho analyst initiates $14 PT Lily acquisition of Orna Therapeutics $2.4 billion AbbVie acquired Capstan Therapeutics $2.1 billion CAR-T heating up Next milestone: imminent enrollment completion Could NXC-201 be an eventual front-line therapy for AL Amyloidosis BLA submission projected Q326 https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-immx-ep-922r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-13T17:05Z 22K followers, [----] engagements

"5 Hidden Themes Driving Chinas Biotech Surge Ep. [---] .and [--] Bold Predictions for Whats Next https://open.substack.com/pub/bowtiedbiotech/p/5-hidden-themes-driving-chinas-biotechr=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bowtiedbiotech/p/5-hidden-themes-driving-chinas-biotechr=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-16T02:20Z 22K followers, [---] engagements

"BIOTECH MARKET RESEARCH $OLMA Ep. [---] https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-olma-ep-935r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-olma-ep-935r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-16T11:15Z 22K followers, [---] engagements

"Your Weekly Biotech News Fix Ep. [---] Designed to be consumed a quick scroll 🧬 FDA Clouds $QURE Huntington Path 🔍 FDA Probes Alleged Pediatric Vaccine Deaths 🏛 Ex-Chiefs Warn on Vaccine Policy 🧠 $BMY Delays AD Psychosis Readout ❤ $CAPR DMD Cell Therapy Rebounds ⚡ $HRMY Dravet Drug Halves Seizures 🤝 $CRST Kelun Strike ADCBiFx Pact 📣 Ex-FDA Chiefs Slam Prasad Plan 🧪 Vaccine Skeptic Heg Named CDER Chief https://open.substack.com/pub/bowtiedbiotech/p/your-weekly-biotech-news-fix-ep-871 https://open.substack.com/pub/bowtiedbiotech/p/your-weekly-biotech-news-fix-ep-871"
X Link 2025-12-05T17:00Z 22K followers, [----] engagements

"🍿 Showtime tomorrow 8am $DYN https://investors.dyne-tx.com/news-releases/news-release-details/dyne-therapeutics-host-investor-conference-call-and-webcast-1/ https://investors.dyne-tx.com/news-releases/news-release-details/dyne-therapeutics-host-investor-conference-call-and-webcast-1/"
X Link 2025-12-07T18:12Z 22K followers, [----] 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. ✅ 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) ✅ TTR 10MWR PUL2.0 SV95C FVC% all point the right way although nominal p0.05 ✅ Repeat dosing looks clean. Mostly fever headache. No kidney platelet liver landmines. Doctor and payer friendly versus AAV baggage. ✅ With FDA under heat"
X Link 2025-12-08T12:15Z 22K followers, [----] engagements

"$IRON 1% dip on this setup is basically noise (after 85% 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. https://ir.discmedicine.com/news-releases/news-release-details/disc-medicine-presents-positive-initial-data-rally-mf-phase-2 BIOTECH MARKET RESEARCH $IRON Ep. [---] When clean biology hits messy disease Disc Medicines DISC-0974 is one of the purest translation tests in"
X Link 2025-12-09T04:23Z 22K followers, [----] engagements

"M&A Firepower of Top [--] Pharma - $1.2T with a T Most have no idea what is coming.the setup of a lifetime. $XBI $XBI The Top Big Pharmas Have $1.2T in Stretch M&A Firepower Available The two most historically deal-conservative Big Pharmas have the most money to play with for a major M&A transaction according to a recent Stifel analysis $MRK $JNJ Source: https://t.co/piVZTiY7jQ https://t.co/ad5Hj3ACB6 $XBI The Top Big Pharmas Have $1.2T in Stretch M&A Firepower Available The two most historically deal-conservative Big Pharmas have the most money to play with for a major M&A transaction"
X Link 2025-12-13T03:29Z 22K followers, 13.7K engagements

"$ARGX just took an L UplighTED (Ph3 TED) stopped for futility. Readthrough to $IMVT: TED might be the bad matchup for FcRn not a referendum on the whole class but it tightens the standard. Markets gonna want proof not vibes. Calendar watch: Before YE25 $IMVT batoclimab Ph3 TED topline [----] IMVT-1402 D2T RA open-label update + CLE PoC topline [----] registrational toplines in GD MG D2T RA If $IMVT delivers in TED its a statement win. If not TED is telling you something about the disease not the target. https://argenx.com/news/2025/press-release-3205093"
X Link 2025-12-15T11:25Z 22K followers, [----] engagements

"A Biotech Bonanza Is Lining Up Supply Is Converging With Demand to Create the Ultimate Setup Liquidity is leaving tech. Crowded names sell off while biotech breaks out. This is not subtle rotation. Check the drivers. First liquidity. Tech trades as a duration asset. Rates stay restrictive and multiples compress. Investors de-risk. They look for areas with shorter timelines and clearer payoffs. Biotech fits. Balance sheets matter again. Catalysts matter again. Second supply. A large wave of drugs comes off patent over the next decade. This is real math not narrative. Pharma revenue gaps are"
X Link 2025-12-22T12:35Z 22K followers, 13.5K engagements

"$AKTS Aktis raises $318M in 2026s first biotech IPO IPO market back. https://www.biopharmadive.com/news/aktis-biotech-ipo-radiopharmaceutical-cancer/809066/ https://www.biopharmadive.com/news/aktis-biotech-ipo-radiopharmaceutical-cancer/809066/"
X Link 2026-01-09T13:31Z 22K followers, [----] engagements

"👀 Real precision medicine from $AZN $DSNKY TROPION-Lung17 TROP2 Biomarker Directed Phase [--] Trial of DATROWAY Initiated in Patients with Previously Treated Advanced Nonsquamous Non-Small Cell Lung Cancer TROPION-Lung17 is the first phase [--] clinical trial to prospectively enroll patients with tumors that test positively for TROP2 NMR a biomarker measured using Quantitative Continuous Scoring (QCS) which is AstraZenecas computational pathology platform. TROP2 expression on the surface of tumor cells as measurable with conventional pathology methods has not been predictive of patient responses"
X Link 2026-01-13T12:32Z 22K followers, [----] engagements

"$IBRX is trending on the TL - but the +40% pop more likely driven by prelim [----] net product revenue of $113M up 700% y/y and not this tiny N CD19 CAR-NK + ritux anecdote in a rare lymphoma"
X Link 2026-01-17T14:27Z 22K followers, [----] engagements

"We asked the biotwit some interesting industry questions. The answers were telling. [--] takeaways from last weeks biotech polls: [--] When efficacy ceilings are hit risk wins. Safety tolerability and long-term risk profile now beat novelty and precision once drugs work well enough. [--] Human proof is the real bottleneck. Capital is available. Molecules are plentiful. Whats scarce is clean convincing human data that de-risks the program. [--] Chinas edge is speed not price. Faster early clinical development not cheaper molecules is the structural advantage reshaping global pipelines. [--] Phase [--] success"
X Link 2026-01-17T14:34Z 22K followers, [----] engagements

"$CORT +30% pre-market Still room to run OS met: HR [----] (-35% death risk) mOS [----] vs [----] mo (+4.1) PFS (prior): HR [----] (-30%) n=381 safety control no biomarker needed Whats next: full dataset at a med meeting; FDA PDUFA Jul [--] [----] (NDA under review); EU MAA pending. Watch for AdCom label scope real-world uptake vs. existing PROC options. https://www.businesswire.com/news/home/20260122359919/en/Overall-Survival-Primary-Endpoint-Met-in-Corcepts-Pivotal-Phase-3-ROSELLA-Trial-of-Relacorilant-in-Patients-with-Platinum-Resistant-Ovarian-Cancer"
X Link 2026-01-22T13:48Z 22K followers, [----] engagements

"Phase I AI-discovered molecules show an 80-90% success rate in Ph1-to-Ph2 transition. *vs historic benchmark 50% https://www.sciencedirect.com/science/article/pii/S135964462400134X https://www.sciencedirect.com/science/article/pii/S135964462400134X"
X Link 2026-01-23T11:28Z 22K followers, [----] engagements

"🧠 Neuro is back on the board in [----] Despite high-profile failures capital keeps flowing into CNS. Why Because the tooling finally caught up. Whats enabling the wave👇 🔬 Biomarkers Plasma + CSF markers let developers segment patients earlier Cleaner trials better signal less binary risk AD PD FTD now measurable not just observable 🧠 Brain mapping Circuit-level understanding is improving Drives both drug target selection and device placement Fuels neuromodulation + neurostimulation boom 🧬 Delivery is the unlock BBB shuttles + receptor-mediated transport IV biologics can now plausibly reach"
X Link 2026-01-23T11:32Z 22K followers, [----] engagements

"Final results - hottest space in biotech Hottest space in biotech today Hottest space in biotech today"
X Link 2026-01-23T15:00Z 22K followers, [----] engagements

"Deal Flow Quality beats picking skill The figure below is a reminder that most VC chest-thumping is aimed at the wrong variable. In venture outcomes are driven by two levers: Pool quality (base rate): how many real winners exist in what you see Picking skill (accuracy): how well you separate winners from noise When the pool is weak even strong investors are forced into false positives. The signal is too thin. Better judgment helps but it hits a ceiling fast. The chart makes the point visually: A small improvement in pool quality drives a big jump in portfolio hit rate Even a large improvement"
X Link 2026-01-26T00:59Z 22K followers, [----] engagements

"📬mRNA/LNP companies we are most excited about: [--]. Orna (Anderson) [--]. ReCode (Seigwart) [--]. Capstan (Weissman) [--]. Strand (Weiss Irvine) [--]. Orbital Therapeutics (Chang Weissman) [--]. Sanofi / Tidal Therapeutics (Irvine) Who did we miss"
X Link 2023-04-26T10:50Z 22K followers, 17K engagements

"EPOCH 35: BIOTECH MARKET RESEARCH ( $RVMD ) Revolution Medicines 🚨 ALERT: RMC-6236 Oncology data readout 📅DATE: ESMO October [--] [----] 📈📉IMPLIED VOLATILITY: +/- 20-30% (ling to subst**ack in bio)"
X Link 2023-09-11T09:30Z 22K followers, [----] engagements

"Epigenetic Editing Chroma and Tune get all the attention these days.dont sleep on $OMGA https://ir.omegatherapeutics.com/news-releases/news-release-details/omega-therapeutics-announces-promising-preliminary-clinical-data https://ir.omegatherapeutics.com/news-releases/news-release-details/omega-therapeutics-announces-promising-preliminary-clinical-data"
X Link 2023-09-26T11:32Z 22K followers, [----] engagements

"$IPSC Clears 6mon complete response If they get to 12mon PFS cell therapy is back CNTY-101 is an allogeneic anti-CD19 iPSC-derived NK cell therapy 🧬✂ [--] Precision Gene Edits 1Avoid Tcell rejection: KO B2M 2Avoid Tcell rejection: KO MHCII 3Avoid NK Rejection: KI HLA-E 4Tumor killing: dual target CD19/FMC63 5Safety switch: EGFR / Cetuximab 6Armoring: IL-15 for expansion ✅ Durable CR at [--] months and ongoing ✅CNTY-101 persistence in tissue ✅Redosing WITHOUT lymphodepletion ✅Off-the-shelf product ✅Host rejection solved by Allo-Evasion edits ✅No DLTs no CRS no ICANS ✅No AEs related to CNTY-101"
X Link 2023-12-09T19:31Z 22K followers, 25.6K engagements

"11 CLINICAL TRIALS THAT WILL SHAPE MEDICINE IN [----] 🧬 Our eyes are on VERVE-101 as it will be the first gene editing POC in common disease. Will many patients choose with statin refractory hypercholesterolemia choose gene editing Likely not in our view. BUT - this study sets the wheels in motion for a potential prevention study AND THAT IS WHERE THINGS GET INTERESTING. We are on a collision course for the ethical debate around application of this technology. https://www.nature.com/articles/s41591-023-02699-5 https://www.nature.com/articles/s41591-023-02699-5"
X Link 2023-12-15T13:53Z 22K followers, 22.2K engagements

"32 FDA APPROVED Cell & Gene Therapies [--] EMA APPROVED C&GT ✅ Haematology: [--] (FDA) [--] (EMA) ✅ Ophthalmology: [--] (FDA) [--] (EMA) ✅ Neurology: [--] (FDA) [--] (EMA) ✅ Gastroenterology: [--] (FDA) [--] (EMA) ✅ Immunodeficiency: [--] (FDA) [--] (EMA) ✅ Musculoskeletal: [--] (FDA) [--] (EMA) ✅ Oncology: [--] (FDA) [--] (EMA) ✅ Endocrinology: [--] (FDA) ✅ Dermatology: [--] (FDA) ✅ Aesthetic: [--] (FDA)"
X Link 2023-12-16T11:09Z 22K followers, 38.5K engagements

"👀in-vivo CAR-T will be in the clinic [----] Two companies to file INDs: 👉🏼Interius BioTherapeutics 👉🏼Umoja Biopharma 🐒Interius reported that B-cell counts were reduced by at least 75% in [--] out of [--] animals http://www.nature.com/articles/d41586-023-03969-5 http://www.nature.com/articles/d41586-023-03969-5"
X Link 2023-12-21T01:20Z 22K followers, 14.6K engagements

"FDA Development Paths [--] Standard Designation: Standard designation is the typical pathway for drug development involving preclinical studies and three phases of clinical trials to assess safety and efficacy thoroughly. [--] Orphan Designation: Reserved for drugs targeting rare diseases this designation offers incentives like tax credits and marketing exclusivity to encourage development for underserved patient populations. [--] Fast Track Designation: Fast Track expedites drug development for serious conditions with unmet medical needs allowing more frequent interactions with the FDA and potential"
X Link 2024-03-17T13:46Z 22K followers, 25.9K engagements

"1/ How does a cancer vaccine work Step 1: Manufacturing"
X Link 2024-03-31T12:37Z 22K followers, [----] engagements

"Categorizing Immunotherapy Tumour-Infiltrating Lymphocytes (TIL) T Cell Receptor-Engineered T cells (TCR-T) Chimeric Antigen Receptor T cells (CAR-T) Chimeric Antigen Receptor Natural Killer cells (CAR-NK) Chimeric Antigen Receptor Macrophages (CAR-M). Chimeric Antigen Receptor Gamma-Delta T cells (CAR-T) Chimeric Antigen Receptor Natural Killer T cells (CAR-NKT) Source: Spencer Knight on the HR App via BioKnow"
X Link 2024-04-12T11:14Z 22K followers, [----] engagements

"2023 Blockbuster Drugs (sales) Source: Anis Fahandej-Sadi on the HR App"
X Link 2024-06-09T20:38Z 22K followers, 60.1K engagements

"📰ONCOLOGY: Interesting New Phase [--] Starts OBI Pharma 🔘OBI-992 (anti-TROP2 ADC) 🔘FIP: [--] Jun [----] 🗣 Our Take: TOPO1 me-to differentiator play a wider TI would be a win Biocytogen 🔘DM001: (Anti-TROP2 x EGFR ADC) 🔘FIP: Aug [----] 🗣 Our Take: BiFx TROP2 ADC is an interesting differentiator to a crowded space Myeloid Tx 🔘TxMT-303 (mRNA/LNP GPC3 CAR) 🔘FIP: [--] Jul [----] 🗣 Our Take: interesting that the first in-vivo cell therapies are not CAR-T but CAR-M $TEVA 🔘TEV-56278 (anti-PD-1/IL-2 fusion protein) 🔘FIP: [--] Jul [----] 🗣 Our Take: engineered IL-2 does not look to work well by itself given"
X Link 2024-07-03T12:46Z 22K followers, [----] engagements

"😱😱😱 Cell and gene therapy investment once booming is now in a slump "Much less money is flowing into the sector as venture investors focus on technologies with less risk and easier paths to market." This article is sure to touch a nerve 😀 https://www.biopharmadive.com/news/cell-gene-therapy-biotech-venture-investment-decline/725401/ https://www.biopharmadive.com/news/cell-gene-therapy-biotech-venture-investment-decline/725401/"
X Link 2024-08-30T11:24Z 22K followers, [----] engagements

"in-vivo reprogramming is coming In vivo dendritic cell reprogramming for cancer immunotherapy https://www.science.org/doi/10.1126/science.adn9083 https://www.science.org/doi/10.1126/science.adn9083"
X Link 2024-09-10T02:28Z 22K followers, 10.7K engagements

"Breaking Down the Pharma Industry: Profit vs. Revenue Below is how pharma giants stack up in terms of profit vs. revenue Total profit: $173.5B Total revenue: $972.3B Profit margin: 17.84% Source: Reza Zahiri on the HR app"
X Link 2024-09-16T23:36Z 22K followers, 23.2K engagements

"The only thing right about the forecast is that is it wrong"
X Link 2024-10-18T01:45Z 22K followers, 15.4K engagements

"Synthetic Enzymes coming soon Below not as a therapeutic but to enhance biosynthesis - huge market opportunity Accelerated enzyme engineering by machine-learning guided cell-free expression We use these data to build augmented ridge regression ML models for predicting amide synthetase variants capable of making [--] small molecule pharmaceuticals. Over these nine compounds ML-predicted enzyme variants demonstrate 1.6- to 42-fold improved activity relative to the parent"
X Link 2025-01-25T14:38Z 22K followers, 10.6K engagements

"Oh man I missed this.isnt this the original epigenetic medicine story $OMGA Questions for Plato - How many Flagship companies have actually translated Its a go big or go home model for sure and one massive winner can offset everything else. They must be doing something right over there to maintain their infrastructuredid Moderna basically pay for everything Honest question not trying to knock them"
X Link 2025-02-07T01:06Z 22K followers, [----] engagements

"1/ THREAD: Where do mRNA vaccines go after injection Lipid nanoparticles (LNPs) are the workhorses of mRNA vaccines but how do they move through the body New PET-CT imaging in rhesus macaques gives us answers. 🧵👇"
X Link 2025-02-12T12:02Z 22K followers, 160.3K engagements

"Autoimmune toolbox 🧰 🤑For those of you with no clue what that figure means - there are a number mega-blockbusters listed 👇🏼 Dupilumab (IL-4/IL-13): Biased for Type [--] inflammation [----] sales $11.6B Tezepelumab (TSLP): Broad asthma target [----] sales $5.6B Ustekinumab (IL-12/IL-23): Th17 focus [----] sales $11.3B Nogapendekin alfa (IL-15): Cancer immunity boost new [----] approval"
X Link 2025-02-21T18:06Z 22K followers, [----] engagements

"🌾👀🌾Emerging Oncology Therapies: Whats Up Next A quick breakdown of some of the most interesting approaches: 📬Gene Delivery as Cancer Immunotherapy LNPs and viral vectors arent just for vaccines. Companies like Capstan Umoja and Orbital are using them to turn the bodys own immune system into a tumor-killing machine. 🎚Tumor-Activated Therapeutics What if cancer drugs only switched on inside tumors Thats the bet Bonum BioAtla and Werewolf are making. Kill tumors spare healthy cells. ☢Targeted Alpha Therapy Radiation works but its messy. Alpha particles Different story. Aktis RayzeBio and"
X Link 2025-02-23T18:31Z 22K followers, 10.4K engagements

"LNP uptake has not really materialized as anticipated yet in the marketplace. Many interesting programs are progressing through human studies - but there is at best cautious optimism around these approaches. Will be interesting to see if polymeric and/or inorganics gain traction at some point. Delivery remains an uphill battle and immunogenicity will always be a concern"
X Link 2025-03-09T11:05Z 22K followers, [----] engagements

"🏛 Trumps Executive Order Puts Biotech Back on the Table The IRA punished small molecules. [--] years of exclusivity vs. [--] for biologics. Trump wants to fix it and biotech should care. Heres whats in the order and why it matters: 💣 The IRA Pill Penalty Congress baked in a 4-year advantage for biologics. 🔸 Small mol: [--] yrs until price controls 🔸 Biologics: [--] yrs until price controls That gap changed incentives. More antibodies. Fewer pills. 🔓 Removing the pill penalty A fix to the [--] vs. [--] year disparity would: 👉🏼 Unlock value in small mol platforms 👉🏼 Restore balance to incentives 👉🏼"
X Link 2025-04-15T22:52Z 22K followers, 10.9K engagements

"📢 This Week in Biotech The chaos is real. But so is the opportunity. 💊 Lillys obesity pill delivers big in diabetes 📉 Biotech layoffs accelerate (Mural Third Harmonic) ✂ Trumps $40B HHS cut looms over the sector Pitchbook: Biotechs next phase is All-American 👀 Plus: Sanofis China bet CEO pay and stem cells in Parkinsons 📬 Read the full roundup on Substack https://twitter.com/i/web/status/1913261245966192686 https://twitter.com/i/web/status/1913261245966192686"
X Link 2025-04-18T16:00Z 22K followers, [---] engagements

"5 Playbook 2: Revive the Assets Not every program is dead. Alis also: 🔹 Spins out viable IP into NewCos 🔹 Bundles assets for auction 🔹 Out-licenses to pharma with royalties Think of it like biotech salvage and recycling. If theres signal in the noise they monetize it"
X Link 2025-04-18T16:50Z 22K followers, [---] engagements

"6 Third Harmonic as a Case Study $THRD liquidated in March [----]. The stock was down 90%+ from peak but the final payout exceeded the market cap at the time of the announcement. Investors who spotted the cash-return setup made a clean non-dilutive gain. Expect more of this"
X Link 2025-04-18T16:50Z 22K followers, [---] engagements

"🏛 POLICY SHOCKS + PIPELINE DISRUPTION 1:08 $LLY Orforglipron Phase [--] 16lbs weight loss HbA1c -1.6%. Could it be the beginning of the end for the GLP-1 injectable story 6:59 NIH cuts incoming Trump proposes $40B HHS budget slash: 🔹NIH down 40% 🔹CDC down 44% 🔹New $20B AHA agency under RFK Jr. 8:52 IRA pill penalty fix Trump eyes extending protection for pills aligning timelines with biologics"
X Link 2025-04-19T13:17Z 22K followers, [----] engagements

"💥 BIOTECH SHAKEOUT + NEW STRATEGY EMERGES 13:20 Third Harmonic dissolves with $250M in cash. Investors get paid - A new wave of negative EV biotech plays is quietly building. 3:56 Sanofi licenses bispecifics from China - $125M upfront 14:35 Mural Oncology cuts 90% of staff after failed melanoma data 15:30 Biotech hiring still strong in Massachusetts 16:14 Top-paid CEO: $LLYs David Ricks at $29.2M 🎧 Full episode here: Spotfy: Substa*ck: https://bowtiedbiotech.substack.com/p/weekly-biotech-news-fix-ep-647 https://open.spotify.com/show/7Ci2rODMV8xYujbM1AQN7c"
X Link 2025-04-19T13:17Z 22K followers, [----] engagements

"1/ How ADCs Actually Work - its more than just payload internalization. 💣The brutal elegance of a biological smart bomb A thread 🧵"
X Link 2025-04-27T12:49Z 22K followers, 35.7K engagements

"🚨 ATTN HATERS: Drug Discovery is about to get faster - stay mad. All of HHS is moving lockstep to make this happen. HHS NIH ARPA-H FDA are all-in on faster drug development: 🔹 No animal testing bottlenecks 🔹 Human-first predictive models 🔹 AI + organoids + simulations Regulators arent the brakes anymore - find a new excuse $XBI @HHSGov @NIH @US_FDA @ARPA_H"
X Link 2025-04-30T11:05Z 22K followers, [----] engagements

"💉CHINA IN-VIVO CAR-T - ITS WORKING [--] shot of in vivo CD19 CAR-T ✅ Complete remission (CR) in [--] days ✅ No lymphodepletion ✅ No CRS ✅ No neurotoxicity ✅ No $400K ex vivo process The future of cell therapy is in you not in a lab. https://www.biospace.com/press-releases/genocury-biotech-announces-groundbreaking-advance-in-relapsed-refractory-dlbcl-through-pioneering-in-vivo-cd19-car-t-therapy https://www.biospace.com/press-releases/genocury-biotech-announces-groundbreaking-advance-in-relapsed-refractory-dlbcl-through-pioneering-in-vivo-cd19-car-t-therapy"
X Link 2025-05-02T10:20Z 22K followers, 13.5K engagements

"2 Dont sleep on psychedelics $ATAI backed $CMPS incubated $GH Research and helped create an entirely new neuropsych industry. Now Gilgamesh is partnering with $ABBV Big pharma is here. Biotech lit the fire. 🎧 Listen to the full breakdown: The Hottest Ticket in Town Ep. [---] 🔗 https://open.substack.com/pub/bowtiedbiotech/p/the-hottest-ticket-in-town-ep-665 https://open.substack.com/pub/bowtiedbiotech/p/the-hottest-ticket-in-town-ep-665"
X Link 2025-05-07T11:47Z 22K followers, [----] engagements

"🚨 Solid Tumor CAR-T Is No Longer a Joke #ASCO25 is showing us just how far weve come. For years CAR-T in solid tumors was the biotech version of vaporware. But this years lineup is different. Were seeing serious trial designs smarter construct engineering and delivery routes built to dodge the tumor microenvironments defenses. Heres what stands out: 🧬 Repeat Offenders: CLDN18.2 MSLN and CEA Investors used to roll their eyes at yet another mesothelin trial but the new wave is different. 👉🏼 A2 Bio is pairing MSLN and CEA with HLA-A*02 LOH targeting 👉🏼 BioNTech is back with CLDN18.2 in"
X Link 2025-05-26T15:29Z 22K followers, 16.4K engagements

"🧬 The [--] Most Impactful Pancreatic Cancer Updates at ASCO [----] Yes PDAC finally moved Pancreatic cancer has been a black hole for innovation. But ASCO [----] surfaced four updates worth tracking. One might actually change standard of care. Heres the short list"
X Link 2025-05-28T15:56Z 22K followers, [----] engagements

"Elraglusib + Gem/Nab (Actuate Therapeutics) First real OS win in 1L mPDAC in a decade 👉🏼 OS: [----] vs [----] months (HR 0.67) 👉🏼 ORR: 48% DCR: 81% 👉🏼 GSK-3 inhibition remodels stroma and blocks NF-B Clean survival benefit in 1L is rare. This could be a registrational asset and M&A bait. Only novel agent to push gem/nab forward since FOLFIRINOX hit the scene. https://twitter.com/i/web/status/1927755960988193193 https://twitter.com/i/web/status/1927755960988193193"
X Link 2025-05-28T15:56Z 22K followers, [---] engagements

"📉 Biotech VC just completed a full boom-bust cycle. [----] fundraising hit decade lows. Fund count Cratered. But look closer. These are the moments real returns are born. 🧬 [----] is setting up to be BIG. Be early. Be contrarian. Be ready. $XBI"
X Link 2025-06-05T11:53Z 22K followers, 19.8K engagements

"🧬 FDA Cell & Gene Therapy Roundtable: A Story of Frustration Urgency and Hope 🧵 Today something rare happened. The FDA HHS NIH CMS patients founders and investors sat down together not to check a box but to fix whats broken. And if youve ever felt like the FDA was too slow too rigid or falling behind China Youre going to want to read this. Lets walk through it.👇🏼"
X Link 2025-06-05T20:17Z 22K followers, 53.9K engagements

"🧪 The Most Miserable Place on Earth: Biotech Preclinical 🗣 Its just an idea. Phase [--] 🗣 Sell the dream. Phase [--] 🗣Samples too small. Biomarkers dont count. Comparators weak. etc etc Phase [--] 🗣 Itll never be a product. Markets too crowded. FDA approval 🗣 Payers wont cover it. Launch 🗣 The sales force is weak. Labels too narrow. Competitors are coming. $1B in sales 🗣 Growth is capped. Margins are falling. Patent cliff incoming. 📉 Welcome to biotech investing: Where skepticism compounds faster than revenue"
X Link 2025-06-08T23:13Z 22K followers, 25K engagements

"📊 TLDR A cholesterol drug with a potential Alzheimers signal Its early. Its risky. But its real enough to matter. The first major Alzheimers readout of H2 [----] drops in July. Watch AAIC"
X Link 2025-06-09T11:29Z 22K followers, [---] engagements

"Probably the biggest potential game changer platform for therapeutic development since CRISPR in my view In Science researchers present a new method to safely and preferentially generate CAR T cells directly inside the body using targeted lipid nanoparticles that deliver mRNA directly to T cells. The approach showed rapid and sustained immune reprogramming in preclinical models https://t.co/bndMh6RxvT In Science researchers present a new method to safely and preferentially generate CAR T cells directly inside the body using targeted lipid nanoparticles that deliver mRNA directly to T cells."
X Link 2025-06-21T12:40Z 22K followers, 10.7K engagements

"I was going to go down the route that AD patients often present with eye issues dry eye conjunctivitis etc. Their ocular barrier is already compromised so systemic modulation of Th2 cytokines (e.g IL-13/STAT6) may rebound into adjacent mucosal sites like the eye and tip the balance toward inflammation"
X Link 2025-07-08T02:47Z 22K followers, 11.4K engagements

"🧬 The Future of Antibody-Drug Conjugates (ADCs): 2025-2035 ADCs are hitting their stride. From [--] approvals today to 40+ by [----] theyre becoming one of the most powerful therapeutic platforms in biotech. Heres a year-by-year breakdown of whats coming next 👇🏼"
X Link 2025-07-21T11:43Z 22K followers, 22.8K engagements

"Why Corporate VCs Just Took Over Biotech Funding Crossovers left. Corporates stepped in. Now theyre not just sprinkling checks theyre leading rounds shaping trial endpoints and pre-wiring the M&A path. Know your audience. If youre raising youre not selling platform optionality. Youre selling a pipeline gap filler on a corporates [----] LoE slide. Fundable today = fast human data that aligns to a buyers P&L. Not possible not innovative but acquirable. Capital Velocity & the Next Biotech Upswing Ep. [---] Corporate Biotech Just Took the Wheel Forget XBIs +5% week. The real power move is private"
X Link 2025-08-17T16:17Z 22K followers, 17.2K engagements

"This is going to be a big one.+/- 175% volatility $RAPP We will have a write up 5:30am ET Monday. https://www.globenewswire.com/news-release/2025/09/05/3145488/0/en/Rapport-Therapeutics-to-Announce-Topline-Results-for-RAP-219-Phase-2a-Trial-in-Focal-Onset-Seizures-on-Monday-September-8-2025.html https://www.globenewswire.com/news-release/2025/09/05/3145488/0/en/Rapport-Therapeutics-to-Announce-Topline-Results-for-RAP-219-Phase-2a-Trial-in-Focal-Onset-Seizures-on-Monday-September-8-2025.html"
X Link 2025-09-05T23:30Z 22K followers, [----] engagements

"🗣A friendly reminder that baseline survival stats in drug development are brutal. Preclinical - Ph1: 1024% Ph1 - Ph2: 52% Ph2 - Ph3: 29% Ph3 - Reg: 58% Reg - Approval: 91% The math is stacked against you from the start. Rates swing by TA & MOA our job is to risk-adjust"
X Link 2025-09-29T11:51Z 22K followers, [----] 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 2025-10-14T10:49Z 22K followers, [----] engagements

"ESMO [----] ADC Highlights"
X Link 2025-10-20T18:01Z 22K followers, 13.6K engagements

"2/ WHAT ARE EXOSOMES Exosomes are nano-sized biological emails and a major route of communication between cells in the body tissues Their exchange among cells is responsible for a spectrum of processes vital for health and cellular homeostasis"
X Link 2022-12-28T00:14Z 22K followers, [---] engagements

"3/COMPETITIVE LANDSCAPE (major players) 👉Exosome Diagnostics (acquired: BioTechne $ 585M) 👉Codiak Biosciences (NASDAQ: CDAK) 👉Evox Therapeutics 👉ExoCoBio"
X Link 2022-12-28T00:14Z 22K followers, [---] engagements

"EPOCH 37: BIOTECH MARKET RESEARCH ( $AMAM ) 🚨ALERT: Ambrx Biopharma: AMX-517 data in prostate cancer 📅DATE: ESMO October [--] [----] 📈📉IMPLIED VOLATILITY: +/- 50% (link to subst**ack in bio)"
X Link 2023-09-18T09:30Z 22K followers, [----] engagements

"4/ Yesterday Capstan Broke the Trend AbbVie paid $2.1B for Capstans in-vivo CAR-T at Phase [--]. Thats 1015x the typical single-asset price tag. Why Because Capstan isnt a product. Its a platform. https://www.fiercebiotech.com/biotech/abbvie-reels-capstan-21b-buyout-charting-course-vivo-car-t-market https://www.fiercebiotech.com/biotech/abbvie-reels-capstan-21b-buyout-charting-course-vivo-car-t-market"
X Link 2025-07-01T12:03Z 22K followers, [----] engagements

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