@biomednexus BioMed Nexus
BioMed Nexus posts on X about nexus, $unh, target, the new the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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- [--] Week [-----] -7.80%
- [--] Month [-----] -24%
Mentions: [--] #
- [--] Month [--] -97%
Followers: [--] #
- [--] Week [--] +21%
- [--] Month [--] +55%
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Social Influence
Social category influence stocks 29% finance 7% financial services 2% currencies 2% travel destinations 1% cryptocurrencies 1% technology brands 1%
Social topic influence nexus #335, $unh 4%, target 4%, the new 4%, market 3%, data 3%, $rgnx 3%, $xene 3%, $bbio #7, breakout 2%
Top accounts mentioned or mentioned by @astrazeneca @amgen @kyowakirinus
Top assets mentioned UnitedHealth Group (UNH) Xenon Pharmaceuticals Inc (XENE) BridgeBio Pharma, Inc. Common Stock (BBIO) BlackRock Inc (BLK) Denali Therapeutics Inc. Common Stock (DNLI) Merus N.V. Common Shares (MRUS) Cullinan Management, Inc. (CGEM) Gilead Sciences, Inc. (GILD) Synthetify (SNY) CVS Health Corp (CVS) Sarepta Therapeutics, Inc. (SRPT) Janux Therapeutics, Inc. (JANX) Bristol-Myers Squibb Co (BMY) Exelixis Inc (EXEL) BioMarin Pharmaceutical, Inc. (BMRN) Intellia Therapeutics, Inc (NTLA) CRISPR Therapeutics AG (CRSP) BEAM (BEAM) Catalent Inc (CTLT) Elevance Health Inc (ELV) Humana Inc (HUM) AstraZeneca PLC (AZN) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Sanofi (SNY) Athira Pharma, Inc. (ATHA) Pfizer, Inc. (PFE) Johnson & Johnson (JNJ) Zenas BioPharma, Inc. (ZBIO)
Top Social Posts
Top posts by engagements in the last [--] hours
"ATA BREAKOUT: BridgeBio ( $BBIO ) posts Phase [--] win in Achondroplasia. The Drug: Infigratinib (Oral FGFR3 inhibitor). The Result: +2.10 cm/year growth vs placebo. P0.0001. 🧵"
X Link 2026-02-13T18:43Z [--] followers, [---] engagements
"M&A BARBELL: Two deals today define the market. Sobi pays $1.5B for Arthrosi (Phase [--] Gout). XOMA pays $30M for Generation Bio (Distressed Gene Therapy)"
X Link 2025-12-17T18:40Z [--] followers, [---] engagements
"DEAL ALERT: $BMY commits up to $850M to $JANX (Janux Therapeutics). The Asset: Tumor-Activated T-Cell Engagers (TCEs). The Goal: Solve the toxicity bottleneck that has kept TCEs out of solid tumors. Read full article - https://biomednexus.com/bms-commits-850m-to-tumor-activated-t-cell-engagers-corxel-raises-287m-for-oral-obesity/ https://biomednexus.com/bms-commits-850m-to-tumor-activated-t-cell-engagers-corxel-raises-287m-for-oral-obesity/"
X Link 2026-01-23T16:52Z [--] followers, [---] engagements
"MARKET STRUCTURE: Today crystallizes the bifurcation in biotech capital flows. The Divergence: Funded: Corxel ($287M) Janux ($850M Deal). Constrained: IO Biotech (Strategic Alternatives). Differentiation is the defining factor for liquidity. https://biomednexus.com/bms-commits-850m-to-tumor-activated-t-cell-engagers-corxel-raises-287m-for-oral-obesity/ https://biomednexus.com/bms-commits-850m-to-tumor-activated-t-cell-engagers-corxel-raises-287m-for-oral-obesity/"
X Link 2026-01-23T17:05Z [--] followers, [--] engagements
"Yesterday the floor fell out from under Managed Care. $UNH crashed 20% on a "perfect storm" of headwinds. 1) Rate Shock: CMS proposed 0.09% MA hike (vs 4-6% exp). 2) Guidance: Revs DECLINING 2% in '26"
X Link 2026-01-28T18:23Z [--] followers, [---] engagements
"CAPITAL ALLOCATION: The Smart Money is moving from "Biology" to "Factory." Cellares raises $257M Series D led by BlackRock. 🧵"
X Link 2026-01-29T20:56Z [--] followers, [--] engagements
"The Takeaway: Don't overcomplicate delivery if small molecules can do the job. The "RNA Splicing" modality is proving its commercial value"
X Link 2026-01-29T21:01Z [--] followers, [--] engagements
"REGULATORY UPDATE: FDA accepts BLA for Summit's Ivonescimab. The Drug: PD-1 x VEGF Bispecific. The Indication: EGFR-mutated NSCLC (post-TKI). 🧵"
X Link 2026-01-30T18:43Z [--] followers, [---] engagements
"DEAL WATCH: @AstraZeneca signs largest obesity deal to date ($18.5B potential value). Partner: CSPC Pharmaceutical (Hong Kong). The Asset: LiquidGel platform for ONCE-MONTHLY GLP-1 dosing. 🧵"
X Link 2026-02-02T23:17Z [--] followers, [--] engagements
"STRATEGY UPDATE: @Amgen returns rocatinlimab rights to @KyowaKirin_US . The Twist: The Phase [--] data was POSITIVE. Why exit Commercial realism. 🧵"
X Link 2026-02-02T23:19Z [--] followers, [--] engagements
"CLINICAL READOUT: Sanofi's Venglustat (Oral SRT) splits the difference. Two Phase 3s Two Outcomes. 🧵"
X Link 2026-02-03T17:59Z [--] followers, [--] engagements
"The Thesis: Investors want to see EXEL move beyond Cabometyx. This filing is the proof-of-concept for their "Next-Gen TKI" platform. If approved it validates the diversification strategy"
X Link 2026-02-03T18:00Z [--] followers, [--] engagements
"MARKET SIGNAL: The IPO window is officially open. 🔔 $EIKN (Eikon Therapeutics) priced at the top of the range ($18) raising $381M. The "Class of 2021" Unicorns are watching closely. 🧵"
X Link 2026-02-05T21:07Z [--] followers, [---] engagements
"POLICY UPDATE: President Trump signed the $1.2T spending package. Here are the [--] things Biotech BD teams care about: 🧵"
X Link 2026-02-05T21:08Z [--] followers, [---] engagements
"PIPELINE MOVES: A tale of two modalities yesterday"
X Link 2026-02-05T21:09Z [--] followers, [---] engagements
"1. Oncolytics ( $ONCY ): Fast Track granted for Pelareorep in KRAS-mutant CRC. Data: 33% ORR vs 10% SOC. Targeting a notoriously difficult patient population"
X Link 2026-02-06T18:56Z [--] followers, [--] engagements
"Full breakdown: https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/ https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/"
X Link 2026-02-11T17:51Z [--] followers, [--] engagements
"Read the risk analysis: https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/ https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/"
X Link 2026-02-11T17:54Z [--] followers, [--] engagements
"NDA ACCEPTED: Exelixis ( $EXEL ) files Zanzalintinib for Colorectal Cancer. PDUFA: Dec [--] [----]. 🧵"
X Link 2026-02-03T18:00Z [--] followers, [---] engagements
"he Lesson: You must beat the best available therapy not just an available therapy. The FDA is enforcing stricter comparative efficacy standards"
X Link 2026-02-11T17:51Z [--] followers, [--] engagements
"The Arbitrage: This clears the lane for Denali ( $DNLI ) which has PDUFA on April [--]. Market share is Denali's to lose now"
X Link 2026-02-11T17:54Z [--] followers, [--] engagements
"The Read: This is a "Salvage Mission." The board is putting a finance/ops veteran in charge to fix the bleeding vaccine unit. Growth is out; margin protection is in"
X Link 2026-02-11T17:55Z [--] followers, [--] engagements
"REGULATORY SHIFT: FDA removes "Boxed Warnings" from Hormone Replacement Therapy (HRT). The Change: Warnings for heart disease breast cancer and dementia are GONE for [--] key products. 🧵"
X Link 2026-02-13T18:44Z [--] followers, [---] engagements
"MARKET WAR: Oral vs. Injectable. BridgeBio ( $BBIO ) just fired a shot across BioMarin's ( $BMRN ) bow. The Tale of the Tape: 🧵"
X Link 2026-02-13T18:45Z [--] followers, [---] engagements
"Details: https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/ https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/"
X Link 2026-02-11T17:55Z [--] followers, [--] engagements
"💊 Infigratinib (BridgeBio): New Phase [--] data. +2.10 cm/yr growth. Daily Oral Pill. Improved Proportionality"
X Link 2026-02-13T18:45Z [--] followers, [--] engagements
"M&A WATCH: $GILD rumors are heating up ahead of JPM. Target Area: T-Cell Engagers. Possible Targets: $MRUS (Merus) or $CGEM (Cullinan). Why Gilead needs to fill the oncology pipeline gap post-Trodelvy. Analysis: https://biomednexus.com/jpm-2026-biotech-stocks-to-buy-cytokinetics-viking-gilead/ https://biomednexus.com/jpm-2026-biotech-stocks-to-buy-cytokinetics-viking-gilead/"
X Link 2026-01-05T19:02Z [--] followers, [---] engagements
"REGULATORY ALERT: FDA places clinical hold on REGENXBIO ($RGNX). The Cause: Brain tumor in a patient dosed [--] years ago (RGX-111). The Concern: Vector integration near a proto-oncogene (PLAG1). 🧵"
X Link 2026-01-29T21:01Z [--] followers, [---] engagements
"The Implication: This reignites the "Insertional Mutagenesis" fear for AAV. FDA extended the hold to a different asset (RGX-121) citing "shared risk.""
X Link 2026-01-29T21:01Z [--] followers, [--] engagements
"DATA WATCH: High-signal updates in Oncology and Rare Disease. 🧬"
X Link 2026-02-06T18:56Z [--] followers, [----] engagements
"2. Denali ( $DNLI ): Week [---] data for DNL310 (Hunter Syndrome). Data: [--] years of sustained biomarker normalization. Durability is the key differentiator here"
X Link 2026-02-06T18:56Z [--] followers, [---] engagements
"Clinical summaries: https://biomednexus.com/trumprx-gov-launches-mfn-pricing-goes-live-fda-food-dye-reform-rare-disease-pipeline-advances/ https://biomednexus.com/trumprx-gov-launches-mfn-pricing-goes-live-fda-food-dye-reform-rare-disease-pipeline-advances/"
X Link 2026-02-06T18:56Z [--] followers, [--] engagements
"GENE THERAPY UPDATE: REGENXBIO ( $RGNX ) hit with a CRL for Hunter Syndrome. The Asset: RGX-121. The Reason: Trial Design. FDA rejected Natural History controls. FDA questioned the surrogate endpoint (CSF heparan sulfate)"
X Link 2026-02-11T17:54Z [--] followers, [---] engagements
"C-SUITE SHAKEUP: CSL CEO Paul McKenzie out immediately. Timing: [--] Day before Earnings. Replacement: Gordon Naylor (Interim) ex-Seqirus head"
X Link 2026-02-11T17:55Z [--] followers, [---] engagements
"3/ Next Steps: NDA submission in H2 [----]. Expect a rapid uptake upon approval given the oral delivery profile"
X Link 2026-02-13T18:43Z [--] followers, [--] engagements
"Full analysis: https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/ https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/"
X Link 2026-02-13T18:43Z [--] followers, [--] engagements
"3/ The Market Impact: Removes a massive barrier to prescription. Bullish for women's health commercial portfolios"
X Link 2026-02-13T18:44Z [--] followers, [--] engagements
"Read more: https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/ https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/"
X Link 2026-02-13T18:44Z [--] followers, [--] engagements
"The Verdict: If safety holds up in the long-term the convenience of a pill combined with superior efficacy data creates a classic "Disruptor" scenario. Deep dive: https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/ https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/"
X Link 2026-02-13T18:45Z [--] followers, [--] engagements
"The Shift: Health systems are moving to "Workflow Consolidators." They want one regulated interface that covers the entire acute abdomen not just appendicitis"
X Link 2026-01-26T16:33Z [--] followers, [--] engagements
"The Alpha: Value is migrating from "Detection Accuracy" (commoditized) to "Workflow Integration" (scarce). If your AI doesn't fit into the enterprise stack it doesn't get bought in 2026"
X Link 2026-01-26T16:33Z [--] followers, [--] engagements
"WEEKLY OUTLOOK: Deal structure AI workflows and Payer Friction. Three signals driving the sector this week: 🧵 Get the full institutional briefing: https://biomednexus.com/biopharma-deal-structures-clinical-ai-weekly-outlook-january-2026/ https://biomednexus.com/biopharma-deal-structures-clinical-ai-weekly-outlook-january-2026/"
X Link 2026-01-26T16:34Z [--] followers, [---] engagements
"1. Earnings: UnitedHealth ($UNH) on Tuesday. Focus: Medical Cost Ratio (MCR). It hit 89.9% in Q3. The market needs to see cost stabilization"
X Link 2026-01-26T16:34Z [--] followers, [--] engagements
"BioMed Nexus Pro isnt about more content. Its about earlier clarity. Where risk is moving. Which companies are in motion. What actually matters next"
X Link 2026-01-26T16:46Z [--] followers, [--] engagements
"Pro frames near-term catalysts as risk events not calendar items adjusting outlook before consensus forms"
X Link 2026-01-26T16:46Z [--] followers, [--] engagements
"And it translates complex clinical data into plain-English implications for strategy BD and commercialization"
X Link 2026-01-26T16:46Z [--] followers, [--] engagements
"For teams that operate on signal not noise. https://updates.biomednexus.com/upgrade https://updates.biomednexus.com/upgrade"
X Link 2026-01-26T16:46Z [--] followers, [--] engagements
"The Metric: Medical Cost Ratio (MCR). It's up from 82% (2022) to 90% (2025)"
X Link 2026-01-27T16:28Z [--] followers, [--] engagements
"The Question: Is this seasonal flu/respiratory noise or a structural increase in utilization"
X Link 2026-01-27T16:28Z [--] followers, [--] engagements
"The Asset: Heplisav-B is the only 2-dose Hep B vaccine. $SNY can plug this into their massive primary care sales force immediately. The synergy is operational not just clinical"
X Link 2026-01-06T17:21Z [--] followers, [--] engagements
"The Pipeline: The Z-1018 Shingles asset is the lottery ticket. If it challenges $GSK's Shingrix the deal is a steal. If it fails the Hep B revenue still justifies the price"
X Link 2026-01-06T17:21Z [--] followers, [--] engagements
"EARNINGS WATCH: $UNH reports pre-market today. This is the macro anchor for [----] healthcare. 🧵"
X Link 2026-01-27T16:28Z [--] followers, [---] engagements
"The Impact: If you are running a myeloma trial without rigorous MRD endpoints you have a problem. The FDA is raising the bar to clear out "marginal" therapies"
X Link 2026-01-27T16:36Z [--] followers, [--] engagements
"Strategic Takeaway: Capital will flow to assets that show deep durable responses. Shallow responders are uninvestable under these rules. Full guidance breakdown: https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/ https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/"
X Link 2026-01-27T16:36Z [--] followers, [--] engagements
"Full breakdown: 🧵 https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/ https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/"
X Link 2026-01-28T18:23Z [--] followers, [--] engagements
"REGULATORY UPDATE: Intellia ( $NTLA ) cleared a major hurdle. FDA lifted the hold on MAGNITUDE-2 (ATTRv-PN). 🧵"
X Link 2026-01-28T18:24Z [--] followers, [---] engagements
"The Nuance: Polyneuropathy: Hold LIFTED. Cardiomyopathy: Hold REMAINS. Implication for $CRSP and $BEAM: The regulatory path for in-vivo editing is open but the safety bar is higher. The "Safety Overhang" is now a management issue not a hard stop"
X Link 2026-01-28T18:24Z [--] followers, [--] engagements
"Read the protocol details: https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/ https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/"
X Link 2026-01-28T18:24Z [--] followers, [--] engagements
"A coordinated assault on the "Middleman Model" is underway. The Pincer Move: Left Flank: CMS starves MA rates (0.09%). Right Flank: HHS/OIG protects Manufacturer-Direct models"
X Link 2026-01-28T18:25Z [--] followers, [--] engagements
"The Result: Payers ( $UNH ) lose margin. PBMs ( $CVS ) lose leverage. The shift from "Arbitrage" to "Utility" is forced by policy. How does this change your payer outlook for 2026"
X Link 2026-01-28T18:25Z [--] followers, [--] engagements
"Read the context: 🧵 https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/ https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/"
X Link 2026-01-28T18:26Z [--] followers, [--] engagements
"Full financing details: https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/ https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/"
X Link 2026-01-29T20:56Z [--] followers, [--] engagements
"Read the safety analysis: https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/ https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/"
X Link 2026-01-29T21:01Z [--] followers, [--] engagements
"DATA BREAKOUT: Skyhawk Therapeutics is changing the Huntington's landscape. SKY-0515 (Oral RNA Splicer) 9-Month Data: mHTT Reduction: 62% (Best-in-Class) Functional Score: +0.64 improvement (vs [-----] expected decline). 🧵"
X Link 2026-01-29T21:01Z [--] followers, [---] engagements
"The Contrast: Gene therapies are struggling with delivery and safety (see $RGNX). Meanwhile oral small molecules are hitting the target with simple dosing"
X Link 2026-01-29T21:01Z [--] followers, [--] engagements
"The Strategy: Formation Bio is executing the "AI-Native" playbook: [--]. Buy validated assets. [--]. Run them through a tech-optimized engine. [--]. Compress the "Time-to-Clinic.""
X Link 2026-01-30T18:42Z [--] followers, [--] engagements
"The Signal: Capital is flowing to "Process Innovation" as much as "Molecule Innovation." Speed is the new alpha"
X Link 2026-01-30T18:42Z [--] followers, [--] engagements
"November [--] [----] (PDUFA) is now a circle-the-date catalyst for Oncology investors"
X Link 2026-01-30T18:43Z [--] followers, [--] engagements
"Full breakdown: https://biomednexus.com/friday-brief-the-preventive-medicine-shift-grail-pma-formation-bio-500m-summit-bla-accepted/ https://biomednexus.com/friday-brief-the-preventive-medicine-shift-grail-pma-formation-bio-500m-summit-bla-accepted/"
X Link 2026-01-30T18:43Z [--] followers, [--] engagements
"The Impact: We estimate 50-60% of the industry has exposure to WuXi. The "Grandfather Clause" prevents immediate shortages but the new business ban forces a hard rotation for all [----] pipeline assets"
X Link 2025-12-19T19:48Z [--] followers, [--] engagements
"The Winners: Capital flows to stability. Catalent ($CTLT) Lonza and Samsung Biologics. Expect capacity crunches and pricing power to shift back to Western manufacturers"
X Link 2025-12-19T19:48Z [--] followers, [--] engagements
"GENE THERAPY UPDATE: $SRPT releases 3-year EMBARK data for Elevidys. The Headline: 73% reduction in time-to-rise decline vs. external controls. 🧵 https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/ https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/"
X Link 2026-01-27T16:26Z [--] followers, [---] engagements
"The Signal: Durability is the new currency. In [----] you don't get paid for the mechanism; you get paid for the multi-year separation from disease trajectory"
X Link 2026-01-27T16:26Z [--] followers, [--] engagements
"Safety Check: No new safety signals. This is critical after the [----] liver injury scares. $SRPT is stabilizing the franchise. Full readout analysis: https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/ https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/"
X Link 2026-01-27T16:26Z [--] followers, [---] engagements
"3) Costs: MCR hit 88.9%. This is a structural repricing. $HUM $CVS and $ELV all dragged down"
X Link 2026-01-28T18:23Z [--] followers, [---] engagements
"MACRO SHIFT: GRAIL submits PMA for Galleri. The "Liquid Biopsy" era is officially at the FDA's door. The Data: Backed by 140k participants (NHS-Galleri) + PATHFINDER [--]. 🧵"
X Link 2026-01-30T18:41Z [--] followers, [---] engagements
"The Pivot: The market is shifting from "How much weight can you lose" to "How easily can you stay on therapy" Weekly injections have high dropout rates. Monthly dosing is the new commercial holy grail"
X Link 2026-02-02T23:17Z [--] followers, [--] engagements
"The Stakes: $AZN pays $1.2B upfront to skip the "Weekly" war and jump straight to the "Monthly" war. This puts pressure on $LLY and $NVO to accelerate their own long-acting formulations"
X Link 2026-02-02T23:17Z [--] followers, [---] engagements
"The LOSS (Fabry Disease): Failed primary pain endpoint (PERIDOT trial). Fabry remains a tough nut to crack for new modalities"
X Link 2026-02-03T17:59Z [--] followers, [--] engagements
"The Takeaway: Sanofi keeps the "Neuro-Gaucher" franchise opportunity but loses the broader Fabry expansion for now"
X Link 2026-02-03T17:59Z [--] followers, [--] engagements
"Read the data specifics: https://biomednexus.com/daily-update-fda-precheck-sanofi-venglustat-feb-3-2026/ https://biomednexus.com/daily-update-fda-precheck-sanofi-venglustat-feb-3-2026/"
X Link 2026-02-03T17:59Z [--] followers, [--] engagements
"The Setup: Refractory mCRC is a graveyard for many drugs but "Zanza" showed OS improvement vs Stivarga. This targets a distinct $400M market wedge"
X Link 2026-02-03T18:00Z [--] followers, [--] engagements
"Full pipeline analysis: https://biomednexus.com/daily-update-fda-precheck-sanofi-venglustat-feb-3-2026/ https://biomednexus.com/daily-update-fda-precheck-sanofi-venglustat-feb-3-2026/"
X Link 2026-02-03T18:00Z [--] followers, [--] engagements
"📉 The Miss: Eli Lilly exits FTD-GRN gene therapy (Prevail assets). "Lack of efficacy." The Blood-Brain Barrier remains the undefeated champion in AAV gene therapy"
X Link 2026-02-05T21:09Z [--] followers, [--] engagements
"PHOENIX PIVOT: Athira Pharma ($ATHA) +73%. The catalyst: Licensing Sermonix's Phase [--] breast cancer asset for $90M. Pivot from Alzheimer's - Oncology. https://biomednexus.com/biosecure-passes-adc-hold-athira-phoenix-pivot-china-decoupling-cdmo-winners/ https://biomednexus.com/biosecure-passes-adc-hold-athira-phoenix-pivot-china-decoupling-cdmo-winners/"
X Link 2025-12-19T22:45Z [--] followers, [---] engagements
"The Thesis: $XENE targets the $5-10B epilepsy market. $SNY just proved that Big Pharma wants "Bolt-On" assets. Xenon is the prime target for Neurology portfolios ( $PFE $JNJ )"
X Link 2026-01-06T17:26Z [--] followers, [---] engagements
"Cautionary Tale: $ZBIO (Zenas) hit its Phase [--] endpoint but sold off. Why "Sell the News." Good data isn't enough in 2026; you need a commercial path or a buyout"
X Link 2026-01-06T17:26Z [--] followers, [--] engagements
"Strategy: We are accumulating $XENE in the $35-45 range targeting a JPM catalyst or M&A premium ($65+)"
X Link 2026-01-06T17:26Z [--] followers, [---] engagements
"The Thesis: Injectables (Wegovy/Zepbound) have a ceiling: Convenience & Logistics. Oral small molecules (like Corxel's CX11) are the only way to scale to mass-market maintenance"
X Link 2026-01-23T16:58Z [--] followers, [--] engagements
"The Signal: Capital is flooding into "Differentiated Platforms." Meanwhile single-asset firms with regulatory hiccups (IO Biotech) are exploring strategic alternatives. The market is brutally bifurcated"
X Link 2026-01-23T16:58Z [--] followers, [--] engagements
"The Growth Plays ($VKTX $CYTK): $VKTX (Score 9.8/10): Phase [--] Oral Obesity design reveal. If credible stock re-rates to M&A target status. $CYTK: Post-approval commercial update. Prime buyout candidate"
X Link 2026-01-05T19:01Z [--] followers, [---] engagements
"The Value/Safety Plays ($GILD $ASND): $GILD: 3.8% Yield + M&A optionality (Oncology). Safe harbor. $ASND: Skytrofa growth is accelerating. Undervalued launch trajectory"
X Link 2026-01-05T19:01Z [--] followers, [---] engagements
"The Premium: Sobi is paying up for certainty. A Phase 3-ready asset in a huge indication (Gout) commands a scarcity premium. This is "Growth Capital.""
X Link 2025-12-17T18:40Z [--] followers, [--] engagements
"The Discount: XOMA is paying for scrap. Buying $GBIO for roughly its cash value + IP rights + Moderna milestones. This is "Value Arbitrage.""
X Link 2025-12-17T18:40Z [--] followers, [--] engagements
"📩 Your Daily Briefing for Biotech MedTech and Pharma Trusted by 85000+ life science professionals who stay informed in minutes.not hours. Join us here: #Biotech #Pharma #MedTech https://biomednexus.com/ https://biomednexus.com/"
X Link 2025-12-30T17:57Z [--] followers, [---] engagements
"The Leak: $MRUS +4.5% and heavy call buying in $CGEM late Friday suggests institutional positioning is already active. This is the classic "Shadow Week" dynamic"
X Link 2026-01-05T19:03Z [--] followers, [---] engagements
"BUY LIST UPDATE: We are making a change to the JPM Top [--]. OUT: $RYTM (Rhythm) IN: $XENE (Xenon) Why M&A Optionality. Updated List: https://biomednexus.com/sanofi-dynavax-22b-acquisition-omeros-winner-corcept-loser-jpm-2026/ https://biomednexus.com/sanofi-dynavax-22b-acquisition-omeros-winner-corcept-loser-jpm-2026/"
X Link 2026-01-06T17:26Z [--] followers, [---] engagements
"The Signal: When BlackRock and Intuitive Ventures co-lead it's not a biotech betit's an industrial automation bet. The "Manufacturing Bottleneck" is now the primary investable theme in Cell & Gene"
X Link 2026-01-29T20:56Z [--] followers, [--] engagements
"The Market Read: Safety is not binary; it's a long-tail variable. Expect slower reviews and longer monitoring requirements for all AAV CNS programs moving forward"
X Link 2026-01-29T21:01Z [--] followers, [--] engagements
"See the chart data: https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/ https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/"
X Link 2026-01-29T21:01Z [--] followers, [--] engagements
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