# ![@BioSignal Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1990225480168169472.png) @BioSignal BioSignal

BioSignal posts on X about china, data, $legn, legn the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1990225480168169472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990225480168169472/c:line/m:interactions.svg)

- [--] Week [-----] -91%
- [--] Month [------] +244%

### Mentions: [--] [#](/creator/twitter::1990225480168169472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990225480168169472/c:line/m:posts_active.svg)

- [--] Month [--] -56%

### Followers: [---] [#](/creator/twitter::1990225480168169472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990225480168169472/c:line/m:followers.svg)

- [--] Week [---] +7.90%
- [--] Month [---] +67%

### CreatorRank: [---------] [#](/creator/twitter::1990225480168169472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990225480168169472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  59.62% [finance](/list/finance)  33.65% [countries](/list/countries)  25% [technology brands](/list/technology-brands)  5.77% [currencies](/list/currencies)  4.81% [travel destinations](/list/travel-destinations)  4.81% [cryptocurrencies](/list/cryptocurrencies)  2.88% [social networks](/list/social-networks)  0.96% [vc firms](/list/vc-firms)  0.96% [ncaa football](/list/ncaa-football)  0.96%

**Social topic influence**
[china](/topic/china) 23.08%, [data](/topic/data) 14.42%, [$legn](/topic/$legn) #33, [legn](/topic/legn) #33, [eli lilly](/topic/eli-lilly) #222, [just a](/topic/just-a) 9.62%, [$bmy](/topic/$bmy) 7.69%, [$lly](/topic/$lly) #168, [$mrk](/topic/$mrk) #57, [money](/topic/money) 6.73%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@barraobeirgin](/creator/undefined) [@jikkyleaks](/creator/undefined) [@bruce_kris56597](/creator/undefined) [@drno_reformed](/creator/undefined)

**Top assets mentioned**
[Legend Biotech Corp (LEGN)](/topic/$legn) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [AstraZeneca PLC (AZN)](/topic/$azn) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Johnson & Johnson (JNJ)](/topic/$jnj) [Sanofi (SNY)](/topic/sanofi) [Schrodinger, Inc. (SDGR)](/topic/$sdgr) [Synthetify (SNY)](/topic/$sny) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Immix Biopharma, Inc.  (IMMX)](/topic/$immx) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Kyverna Therapeutics, Inc. (KYTX)](/topic/$kytx) [Novartis AG (NVS)](/topic/novartis) [AbbVie Inc (ABBV)](/topic/$abbv) [Caribou Biosciences, Inc. (CRBU)](/topic/$crbu) [Amgen, Inc. (AMGN)](/topic/$amgn) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Taysha Gene Therapies, Inc. (TSHA)](/topic/$tsha)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The headline is the $888M deal with Servier. But the "Alpha" is hidden in the efficiency metrics just released by Insilico Medicine. If you are trading AI Biotech ($RXRX $SDGR) look at this data point: Why did Servier pay up Speed: Insilico hits PCC in [---] years vs the industry average of [---] years. Efficiency: They only synthesize 60-200 molecules per project to find a hit. This isn't just a partnership; it's a validation of superior unit economics. Servier is betting that Generative AI is the only way to fix the broken R&D ROI model. $RXRX $SDGR $EXAI $XBI $IBB"  
[X Link](https://x.com/BioSignal/status/2008724031302988037)  2026-01-07T02:15Z [---] followers, [---] engagements


"BREAKING: Taysha Gene Therapies ($TSHA) just secured a massive regulatory win for Rett Syndrome. They have achieved alignment with the FDA on TSHA-102 (AAV9 gene therapy). The "Alpha" here is Extrapolation: The FDA agreed that efficacy data from adolescents/adults can support a BLA approval for children as young as [--] years old. Why this is a market mover: Speed: Bypasses the need for a lengthy separate pediatric Phase [--] before launch. TAM Expansion: Immediate access to the full prevalence pool (est. 15k-20k patients) upon approval. Differentiation: Unlike Acadias ($ACAD) chronic treatment"  
[X Link](https://x.com/BioSignal/status/2009750788969771050)  2026-01-09T22:15Z [---] followers, [---] engagements


"BREAKING: Financial Times reports Merck ($MRK) is in advanced negotiations to acquire Revolution Medicines ($RVMD) for $30B. $RVMD is up +17% after hours on the news. The Logic: Merck is facing a Keytruda patent cliff in [----]. Acquiring the leader in RAS(ON) inhibition provides the perfect "Pipeline in a Pill" replacement. The Data driving the valuation (RMC-6236): Pancreatic Cancer (2L): mOS [----] months vs [----] months (Standard of Care). Disease Control Rate: 92%. FDA Status: Greenlit for immediate Phase [--] (RESOLVE 302). Merck is looking to lock down the "Keytruda + RAS" combo dominance"  
[X Link](https://x.com/BioSignal/status/2010113176051093567)  2026-01-10T22:15Z [---] followers, [----] engagements


"Roche's Vabysmo is printing money ($5B+ annualized) but a Chinese "Biobetter" just beat it Head-to-Head. The Data: Innovent Biologics ($01801.HK) and partner Ollin Biosciences just dropped Phase 1b data for OLN324 (VEGF/Ang2). Mechanism: Same as Vabysmo but optimized for higher potency. Result: Superior retinal drying. CST reduction was 50% better than Vabysmo at [--] weeks (-180m vs -121m). Roche dominates the VEGF/Ang2 space but Innovent just proved they can engineer a "Best-in-Class" asset that works faster and dries better. $01801.HK $RHHBY $XBI $IBB"  
[X Link](https://x.com/BioSignal/status/2010323842775028101)  2026-01-11T12:12Z [---] followers, [---] engagements


"The "CAR-T for Autoimmune/Rare Disease" narrative just accelerated. Most investors look at CAR-T for Leukemia or Myeloma. Fosun Kite (The JV of $2196.HK and $GILD) just filed an IND for something different: Treating AL Amyloidosis (ALA). The Asset: FKC289 (Dual-Target BCMA/CD19 CAR-T). The Logic: ALA is caused by clonal plasma cells pumping out misfolded proteins that shut down the heart and kidneys. Standard therapies (like $JNJ Darzalex) work well but relapse is common. FKC289 hits two targets (BCMA and CD19) to completely wipe out the pathogenic B-cell/Plasma cell lineage. The Data (ASH"  
[X Link](https://x.com/BioSignal/status/2012547977206985051)  2026-01-17T15:30Z [---] followers, [---] engagements


"Most investors are too focused on Multiple Myeloma to notice this outlier. Immix Biopharma just confirmed a [----] BLA filing for NXC-201 and the efficacy gap is massive. The data breakdown: Indication: AL Amyloidosis (Relapsed/Refractory). Efficacy: 15/20 patients achieved CR. With pending data this could hit 95%. The Alpha: 0% Neurotoxicity. Why this matters: Zero neurotoxicity + 1-day median CRS means this can be an Outpatient CAR-T. While $JNJ and $BMY are stuck with expensive hospital stays for their BCMA therapies Immix is building the first scalable outpatient model for this niche. $IMMX"  
[X Link](https://x.com/BioSignal/status/2014291972803166537)  2026-01-22T11:00Z [---] followers, [--] engagements


"T-Cell Engagers (TCEs) are the most powerful weapon we have against cancer but they have a fatal flaw in solid tumors: Toxicity. They often attack healthy tissue before reaching the cancer. Bristol Myers Squibb ($BMY) just bet $850M that Janux Therapeutics ($JANX) has solved this. The Deal: A global license for an undisclosed target using Januxs TRACTr platform. The Mechanism (The Alpha): Standard TCEs are "always on." Janux's TRACTr molecules are "masked" (turned off) while circulating in the bloodstream. They only "unmask" and activate when they detect the specific chemical environment of a"  
[X Link](https://x.com/BioSignal/status/2015379136370651637)  2026-01-25T11:00Z [---] followers, [---] engagements


"BREAKING: Bristol Myers Squibb ($BMY) just validated the next generation of T-Cell Engagers. BMS inked a global exclusive deal with Janux Therapeutics ($JANX) worth up to $850M. The target An undisclosed solid tumor asset. The Alpha: This validates Janux's "TRACTr" platformtechnology that "masks" the drug until it hits the tumor solving the toxicity issues that plague the sector. Janux is currently trading at a $911M market cap. BMS is effectively paying near-market-cap value (in milestones) for access to one asset. This signals massive confidence in the safety profile of their internal"  
[X Link](https://x.com/BioSignal/status/2015741594000064797)  2026-01-26T11:00Z [---] followers, [---] engagements


"BREAKING: The $30B Mega-Merger is stalled. Merck ($MRK) has halted negotiations to acquire Revolution Medicines ($RVMD). The Deal Breaker: Price. Despite a rumored valuation of $30B (a massive premium over $RVMDs $22.7B cap) the parties could not bridge the gap. The Alpha: The Asset: Merck is chasing RMC-6236 (Pan-RAS Inhibitor) which has shown 100% ORR in early combos with Keytruda. The Desperation: Merck needs a solution for the [----] Keytruda patent cliff. The Trade: Volatility incoming. With talks paused $RVMD may dip but $ABBV (previously interested at $20B+) could re-enter the chat."  
[X Link](https://x.com/BioSignal/status/2016058621323600274)  2026-01-27T08:00Z [---] followers, [----] engagements


"The IBD "Arms Race" just escalatedand Boehringer Ingelheim (BI) is looking to China for the winning weapon. BI just inked a massive $1.255B deal (upfront + milestones) to license SIM0709 from Simcere Pharmaceutical. The Alpha isn't just the price tag; it's the mechanism. SIM0709 is a Bispecific Antibody targeting TL1A + IL-23. Why this is a scientific power move: TL1A: The target that drove Merck's $10B buyout of Prometheus. IL-23: The cash-cow mechanism behind AbbVie's Skyrizi. The Innovation: Instead of making patients take two injections Simcere engineered both into one molecule with a"  
[X Link](https://x.com/BioSignal/status/2016224731008270346)  2026-01-27T19:00Z [---] followers, [--] engagements


"BREAKING: The "$13 Billion Dollar" Pipeline just advanced in China. BioNTech ($BNTX) secured IND acceptance for two heavy hitters licensed from Chinese biotechs confirming their "China Inside" strategy is accelerating. The Assets: BNT326 (HER3 ADC): Originated by MediLink. Posted 37% ORR in Breast Cancer. BNT327 (PD-L1/VEGF): Originated by Biotheus. The Alpha: BNT327 is the monster. In Phase [--] Lung Cancer it showed an 86.8% ORR and 100% Disease Control Rate. Context: This is the asset Bristol Myers Squibb ($BMY) paid $1.5B cash upfront for last year. It is a direct threat to Summit"  
[X Link](https://x.com/BioSignal/status/2016998549381423482)  2026-01-29T22:15Z [---] followers, [---] engagements


"BREAKING: The race for the first Autoimmune CAR-T approval is officially entering the home stretch. Kyverna Therapeutics ($KYTX) just confirmed they will file for FDA approval (BLA) in H1 [----] for Stiff Person Syndrome. This puts them ahead of the pack but the competition is fierce: $BMY: Just initiated Phase [--] for Systemic Sclerosis (SSc) validating the modality with Big Pharma capital. $CABA: Targeting a [----] filing for Myositis; leveraging Cellares for automated manufacturing. $RNAC: The differentiatormRNA CAR-T requiring no chemotherapy conditioning. The "Alpha": With $BMY entering Phase"  
[X Link](https://x.com/BioSignal/status/2017058945245073568)  2026-01-30T02:15Z [---] followers, [--] engagements


"The weekly GLP-1 dominance of Eli Lilly and Novo Nordisk is officially under threat. AstraZeneca ($AZN) just committed $18.5 billion to challenge the incumbents but they arent using a Western asset. They are betting the house on Chinas CSPC Pharmaceutical ($1093.HK). The Alpha: $1.2B upfront cash (largest in China biotech history). Dosing: Monthly injection (vs. $LLY / $NVO weekly). Lead Asset: SYH2082 (GLP-1R/GIPR) P1 ready. Tech: Proprietary LiquidGel delivery + AI peptide discovery. AZN previously paid $110M for CSPCs AI platform last year. Todays 10x jump in upfront payment signals that"  
[X Link](https://x.com/BioSignal/status/2017508161629130838)  2026-01-31T08:00Z [---] followers, [---] engagements


"BREAKING: Regenxbio ($RGNX) has entered a regulatory tailspin as the FDA halts its entire MPS gene therapy franchise following a confirmed tumor in a Phase [--] patient. The Alpha: This isn't just a clinical delayit is a "Nightmare Scenario" for the AAV sector. A 5-year-old child treated with RGX-111 (MPS I) developed a brain tumor after the AAV9 vector integrated into the PLAG1 proto-oncogene. This confirms the long-feared risk of "insertional mutagenesis" that many bulls argued was negligible. The Immediate Fallout: RGX-121 (MPS II) PDUFA date on Feb [--] is effectively DOA; expect a CRL or"  
[X Link](https://x.com/BioSignal/status/2017674268654637534)  2026-01-31T19:00Z [---] followers, [---] engagements


"The standard of care for AL Amyloidosisa devastating orphan disease with a 10% survival rate for non-respondersis about to be disrupted. While $JNJs Darzalex ($MRK/co-pay) redefined the market with a 53% CR nearly half of patients still face organ failure. Immix Biopharma ($IMMX) just secured FDA Breakthrough Therapy Designation (BTD) for NXC-201 making it the only BTD-designated therapy in active development for this $3B indication. The Alpha: Unprecedented Depth: 75% of patients achieved CR with potential to hit 95% as MRD- cases convert. Safety Leap: "Single-Day CRS" design with zero"  
[X Link](https://x.com/BioSignal/status/2018187688931995932)  2026-02-02T05:00Z [---] followers, [--] engagements


"BREAKING: Genmab ($GMAB) just pulled the plug on GEN1286 (EGFR/c-Met ADC) marking the third clinical halt for assets acquired in the $1.8B ProfoundBio deal. The "house cleaning" is accelerating as Genmab pivots resources toward its newer $8B Merus ($MRUS) acquisition. The Alpha: This is a brutal "Buyer's Remorse" signal for the ADC sector. GEN1286 enrollment was halted at just [--] patients following the previous axing of GEN1160 (CD70) and GEN1107 (PTK7). Genmab is effectively cannibalizing the ProfoundBio pipeline in favor of Merus's multispecific platform. The implications for $GMAB"  
[X Link](https://x.com/BioSignal/status/2018595338437935587)  2026-02-03T08:00Z [---] followers, [---] engagements


"While the market is obsessed with the "duopoly" of Eli Lilly ($LLY) and Novo Nordisk ($NVO) Roche ($RHHBY) is quietly building an "Obesity 2.0" fortress. At JPM [----] Roche CEO just dropped a bombshell: Unlike their Big Pharma peers Roche faces zero patent cliffs through [----]. The Alpha: Roche isn't just chasing the GLP-1 trend; they are engineering a superior metabolic stack. Their dual agonist CT-388 just posted a massive 22.5% weight loss at [--] weeks (Phase 2) rivaling $LLYs Zepbound. But the real edge is the combination potential. Roche is the first to systematically pair a GLP-1/GIP"  
[X Link](https://x.com/BioSignal/status/2018870885030195250)  2026-02-04T02:15Z [---] followers, [--] engagements


"JUST IN: Corxel Pharmaceuticals ($) closes a massive $287M Series D1 to challenge the oral GLP-1 duopoly of $LLY and $NVO. This is one of the largest private biotech rounds in [----] backed by a syndicate of "smart money" heavyweights including RA Capital RTW and TCG Crossover. The "Alpha": Corxel isn't just another Chinese biotechthey are pivoting into a global cardio-metabolic powerhouse. The capital is strictly earmarked for the global Ph2/3 development of CX11 a daily oral small-molecule GLP-1 RA. Unlike many domestic peers seeking local NMPA approval Corxel is running US-based trials to"  
[X Link](https://x.com/BioSignal/status/2018912418861302034)  2026-02-04T05:00Z [---] followers, [---] engagements


"BREAKING: AstraZeneca ($AZN) just committed a massive $15B (100B RMB) investment in China through [----] marking the largest-ever commitment by a foreign Big Pharma in the region. CEO Pascal Soriot joined the UK Prime Minister's delegation to signal a strategic pivot toward Chinese-led innovation in Cell Therapy and Radioconjugates (RCM). Simultaneously $AZN released pivotal Phase [--] data for the AZALEA trial (Anifrolumab) in Asian/Chinese patients with Systemic Lupus Erythematosus (SLE). The results confirm high efficacy and a significant reduction in steroid usethe "Holy Grail" for SLE"  
[X Link](https://x.com/BioSignal/status/2018957738873913809)  2026-02-04T08:00Z [---] followers, [--] engagements


"JUST IN: Shanghai Pharma announces it is divesting its 30% stake in Sino-American Shanghai Squibb (SASS) for $144M (RMB 1.02B). This marks a definitive exit from the historic joint venture with Bristol Myers Squibb. This is a strategic retreat by $BMY from older China JV structures as Western MNCs shift toward direct-to-market or NewCo models. The $480M total valuation for the JV highlights a major re-rating of legacy manufacturing and distribution assets in the region. Watch for a potential buyer announcement likely a domestic player looking to absorb $BMYs mature portfolio. $BMY $2607.HK"  
[X Link](https://x.com/BioSignal/status/2019167809729949928)  2026-02-04T21:54Z [---] followers, [--] engagements


"Pfizers $10B bet on Metsera (PF'3944) just hit a major Phase 2b milestone but the market isn't buying the hype. While PF'3944 hit 12.3% weight loss at [--] weeks with a monthly dosing pivot the data carries red flags compared to the gold standard. Despite the ultra-long-acting monthly convenience the safety profile is trailing behind Eli Lilly. Discontinuation rates due to adverse events hit 10% for PF'3944significantly higher than the 6.2% seen with Zepbound. Pfizer is doubling down with a massive Phase [--] program including a higher 9.6mg dose to chase 16%+ weight loss but for now the "Biased"  
[X Link](https://x.com/BioSignal/status/2019172902877425829)  2026-02-04T22:15Z [---] followers, [--] engagements


"2025 was the year small nucleic acid drugs (Oligonucleotides) graduated from "niche biotech" to "market dominant." From Novartis $12B shopping spree to siRNA data that makes "weekly" GLP-1s look obsolete the landscape has fundamentally shifted. The Insight: We are moving beyond simple liver targeting. The new "Alpha" lies in AOCs (Antibody-Oligonucleotide Conjugates) and Bivalent siRNA. Bivalent designs use a linker to join two siRNA units doubling stability and enabling "dual-pathway" interferenceessential for tackling complex neuro and muscular diseases. The China Edge: Chinese biotechs"  
[X Link](https://x.com/BioSignal/status/2019320106661343413)  2026-02-05T08:00Z [---] followers, [--] engagements


"2026 is officially the year of the "Regulatory Breakthrough." Ultragenyx has just resubmitted its BLA for UX111 backed by an unprecedented [---] years of clinical data. This isn't just a win for MPS IIIA patients; it's a signal that the FDA is clearing the CMC logjam for AAV therapies. We are entering a massive BLA sprint this year with 7+ potential first-in-class launches: Ultragenyx ($RARE): UX111 (First MPS IIIA Gene Therapy) - PDUFA likely Q3 [----]. GSK ($GSK): Bepirovirsen (First functional cure for Hep B via siRNA) - Filing Q1 [----]. Kyverna ($KYTX): KYV-101 (First CAR-T for Stiff-Person"  
[X Link](https://x.com/BioSignal/status/2019486230036267410)  2026-02-05T19:00Z [---] followers, [--] engagements


"Roche is doubling down on its RNAi comeback. Today the Swiss giant announced a $1.7 billion global licensing deal with SanegeneBio to acquire a novel RNA interference therapy. This is a massive back-to-back win for SanegeneBio. In late [----] Eli Lilly ($LLY) committed $1.2 billion to the same platform for cardiovascular metabolic targets. Now Roche is paying $200M upfront to secure its own slice of Sanegene's "twice-a-year" siRNA technology. The deal highlights a major industry shift: the "Big Pharma" arms race for metabolic dominance is moving beyond GLP-1 peptides and toward siRNA therapies"  
[X Link](https://x.com/BioSignal/status/2019535279393317212)  2026-02-05T22:15Z [---] followers, [--] engagements


"JUST IN: Novo Nordisk taps ex-Merck veteran Hong Zhou as EVP of Strategy Execution to defend its China fortress. This is a high-stakes hire ahead of the looming Ozempic patent cliff. The Alpha: Semaglutide China patent expires March [----]. Domestic revenue is only 6% of total sales despite massive demand. Growth guidance is already cooling (5-13% dip expected for 2026). By bringing in a specialist who navigated market access for Roche and Merck $NVO is signaling a pivot from "Global Supply" to "Local Trench Warfare" against Chinese biosimilar players and Innovent. $NVO $LLY $01801.HK $HXP $XBI"  
[X Link](https://x.com/BioSignal/status/2019595658618106350)  2026-02-06T02:15Z [---] followers, [--] engagements


"BREAKING: Eli Lilly ($LLY) has terminated LY3884963 a key gene therapy for Frontotemporal Dementia (FTD-GRN) acquired in its $1B buyout of Prevail Therapeutics. The Alpha: Lilly is ruthlessly pruning its pipeline to focus on its high-margin GLP-1/GIP juggernauts. While the termination was due to efficacynot safetyit highlights the immense technical hurdles still facing the AAV gene therapy sector for CNS diseases. This exit leaves a massive opening in the FTD market for smaller focused innovators. Lilly also axed two other programs (Rheumatoid Arthritis and Prostate Cancer) to shift resources"  
[X Link](https://x.com/BioSignal/status/2019727791420534829)  2026-02-06T11:00Z [---] followers, [--] engagements


"Headline: While Wall Street debates the "persistence" of CAR-T China is scaling "Off-the-Shelf" NK cells at 1/10th the cost. The Tweet Text: Everyone is watching Western autologous CAR-T ($GILD $BMY). But China's Imbioray () just secured a 200M RMB Series B to scale its universal NK platform. Their lead asset IBR854 is a first-in-class 5T4-targeted "off-the-shelf" cell therapy already in Phase [--] for Renal Cell Carcinoma and NSCLC. If they hit their safety/efficacy endpoints the cost-advantage alone (10% of Western prices) will disrupt the global oncology pricing model. AI-integration via"  
[X Link](https://x.com/BioSignal/status/2019848603146285308)  2026-02-06T19:00Z [---] followers, [--] engagements


"A few critical clarifications are needed here otherwise this gets misread very quickly. In vitro in vivo. An 84% reduction in amyloid microclots in a controlled test tube environment tells us something about biochemical capability not clinical efficacy. Plasma flow dynamics endothelial interactions immune regulation dosing kinetics and off-target fibrinolysis are not represented in these assays. Amyloid microclots are not a settled pathology. The definition detection methods and clinical relevance of these structures are still actively debated. Some studies rely on fluorescent staining"  
[X Link](https://x.com/BioSignal/status/2019881152102953225)  2026-02-06T21:09Z [---] followers, [----] engagements


"Parkinson's is moving from "symptom management" to "structural repair." Bayer ($BAYRY) has officially accelerated its bemdaneprocel (BRT-DA01) stem cell therapy into a pivotal Phase [--] skipping P2 with a target filing date of [----]. This is the "Holy Grail" of neurology. The data validation is global. In China Shanghai Ruijin Hospital just reported that their first iPSC-transplanted patient saw dopamine uptake levels jump by 44.7%proving these "new" neurons aren't just surviving; they are integrating and firing. Wall Street has ignored the regenerative neuro space due to past failures but the"  
[X Link](https://x.com/BioSignal/status/2019958049151332512)  2026-02-07T02:15Z [---] followers, [---] engagements


"The GLP-1 "Infinite Growth" narrative just hit a wall. Novo Nordisk ($NVO) shares have cratered 26% in [--] hours after the company issued a shock [----] guidance: Adjusted sales growth could drop by as much as 13%. This isn't just a "miss"its a structural collapse of the obesity drug premium. Three factors are crushing the stock: The "TrumpRx" & MFN pricing agreements are gutting U.S. net prices. Chinas semaglutide patent expires in [----] opening the gates for a generic flood. Eli Lillys ($LLY) oral orforglipron is tracking for a Q2 [----] FDA approval threatening to leapfrog Novos pill launch."  
[X Link](https://x.com/BioSignal/status/2020044882275119557)  2026-02-07T08:00Z [---] followers, [--] engagements


"JUST IN: Henlius just secured a massive $388M deal with Japanese giant Eisai to commercialize their PD-1 Serplulimab in Japan. $75M upfront is a strong validation for a Chinese PD-1 entering the Japanese market. The "Alpha" here is the specific focus on Extensive-Stage Small Cell Lung Cancer (ES-SCLC)a niche where Serplulimab was the world's first PD-1 to win a 1L approval giving it a clinical edge over established Western incumbents. Eisai's local dominance in oncology makes them the perfect partner to navigate the NMPA-to-PMDA bridging process. With a Japanese filing expected in FY2026"  
[X Link](https://x.com/BioSignal/status/2020320434714227091)  2026-02-08T02:15Z [---] followers, [--] engagements


"JUST IN: Stem cell biotech PrimeGen US is skipping the traditional IPO queue announcing a $1.5B SPAC merger with DT Cloud Star. The "Alpha": PrimeGen is fetching a unicorn valuation despite being pre-clinical. Wall Street is betting on their proprietary "Triple-Activated" Mesenchymal Stem Cell (MSC) platform which claims to solve the potency and scalability issues that have historically derailed stem cell therapies in liver disease. The company just concluded a Pre-IND meeting with the FDA (Dec 2025) for Acute Alcoholic Hepatitis. If they secure IND clearance they move from a "shell-deal""  
[X Link](https://x.com/BioSignal/status/2020361971137409397)  2026-02-08T05:00Z [---] followers, [--] engagements


"$LLYs Tirzepatide is the new "World King" but its Chinese challenger just posted 20% weight loss data. While Eli Lilly ($36.5B in [----] sales) and Novo Nordisk ($36.1B) battle for the global crown Innovent Biologics is quietly preparing to disrupt the duopoly. New data from their Phase [--] GLORY-2 trial shows Mazdutide (GLP-1/GCG) achieving 20.1% mean weight losseffectively matching Tirzepatides gold standard. Crucially Mazdutides dual-mechanism (Glucagon + GLP-1) also drove a 71.9% reduction in liver fat potentially offering a superior metabolic profile for MASH and moderate-to-severe obesity."  
[X Link](https://x.com/BioSignal/status/2020452572885315754)  2026-02-08T11:00Z [---] followers, [---] engagements


"JUST IN: Chinese NK-cell pioneer Imbue Bio just closed a nearly $30M Series B led by AI-specialist Deep Science. The "Alpha": Imbue Bio is the first in China to secure a "Chemo-free" CAR-raNK IND for solid tumors (IBR854). While Western NK plays like Fate Therapeutics and Nkarta have faced high volatility Imbues non-viral non-genetically modified ACC-NK platform is specifically designed to slash manufacturing costs and timelinesthe two biggest hurdles for off-the-shelf cell therapy. The integration of Deep Sciences AI agents into Imbue's R&D suggests a push to accelerate clinical readouts for"  
[X Link](https://x.com/BioSignal/status/2020520510258643038)  2026-02-08T15:30Z [---] followers, [--] engagements


"JUST IN: Eli Lilly has officially terminated its AAV9 gene therapy program LY3884963 originally the crown jewel of its $1.04B Prevail Therapeutics acquisition. This isn't just a pipeline trimits a brutal reality check for the "Gene Replacement" strategy in CNS. Despite achieving the biological goal of delivering the GRN gene to the brain Lilly cited a "lack of compelling efficacy" in patients with Frontotemporal Dementia (FTD-GRN). The 10-year study (slated to end in 2031) was cut short because simply "getting the gene in" didn't translate to clinical improvement. This marks a significant"  
[X Link](https://x.com/BioSignal/status/2020622425671819625)  2026-02-08T22:15Z [---] followers, [--] engagements


"Not sure if this fits the cancer breakthrough framing. Whats happening here is photothermal therapy not magic selectivity. SnOx nanoflakes absorb [---] nm light and convert it into heat with very high efficiency. The reported [----] C window matters because it sits right at the edge where protein misfolding and stress pathways tip cancer cells into apoptosis while many healthy cells can still recover. That apparent selectivity is not because the nanoflakes know what a cancer cell is. Its because cancer cells are already metabolically stressed redox-imbalanced and closer to their thermal failure"  
[X Link](https://x.com/BioSignal/status/2020622888663965975)  2026-02-08T22:16Z [---] followers, [---] engagements


"The "ADC Capacity Crunch" has arrived. While Big Pharma fights for vial space Chinas WuXi XDC just executed a "Checkmate" move. Everyone is watching the 20+ approved ADCs hit the market. But the real bottleneck isn't the scienceit's the factory. ADC manufacturing is so complex (70% outsource rate) that global leaders Lonza and Samsung are effectively "sold out" through [----]. This capacity gap is the new "Alpha." WuXi XDC just shattered the timeline by acquiring MabPlex at a 99% premium. They didnt buy a pipeline; they bought time. While Western giants wait for new concrete to dry in [----] WuXi"  
[X Link](https://x.com/BioSignal/status/2020682841743626605)  2026-02-09T02:15Z [---] followers, [--] engagements


"BREAKING: Henlius ($2696.HK) just inked a massive $388M deal with Eisai ($ESAIY) to bring its PD-1 Hancezhuang (serplulimab) to the Japanese market. This marks a significant strategic pivot. While the West is saturated with PD-1s Henlius is aggressively capturing the Asian and Emerging Market "Alpha." With a $75M upfront payment and double-digit royalties this deal validates Henliuss clinical data in SCLC (Small Cell Lung Cancer)a niche where they aim to outperform Mercks Keytruda ($MRK) on specific regional efficacy. Application filing in Japan is expected by [----]. This isn't just another"  
[X Link](https://x.com/BioSignal/status/2020724357996347396)  2026-02-09T05:00Z [---] followers, [--] engagements


"JUST IN: Mercks ($MRK) Keytruda just secured its 20th NMPA approval in China marking a first-in-nation win for 1L advanced/recurrent Endometrial Cancer (EC). The NMPA gave the nod specifically for dMMR patients based on the KEYNOTE-868 trial. The data is a masterclass in immunotherapy precision: 70% reduction in risk of progression or death (HR 0.30) Median PFS: Not Reached (vs [---] months for chemo alone) Why this matters for the $XBI / $IBB landscape: While local players like Innovent ($01801.HK) and Akeso ($09926.HK) dominate broader PD-1 volumes in China Merck is successfully defending its"  
[X Link](https://x.com/BioSignal/status/2020814959635308671)  2026-02-09T11:00Z [---] followers, [--] engagements


"JUST IN: Bayers ($BAYRY) Asundexian just resurrected the Factor XIa class with a massive Phase [--] win at the [----] International Stroke Conference. After a devastating failure in Atrial Fibrillation (AF) in late [----] the OCEANIC-STROKE trial has delivered the "Alpha" Bayer desperately needed: 26% reduction in recurrent ischemic stroke (csHR [----] p 0.0001) ZERO increase in ISTH major bleeding vs. placebo Consistent efficacy across all stroke subtypes (Large-artery Small-vessel etc.) This is a critical de-risking event for the entire FXIa sector. Wall Street had written off this mechanism after"  
[X Link](https://x.com/BioSignal/status/2020882904382070792)  2026-02-09T15:30Z [---] followers, [--] engagements


"The "Big Pharma Restructuring" wave is hitting the titans. Genentech (Roche Group) disclosed at least [---] layoffs in [----] across its South San Francisco HQ and global units following three aggressive rounds of cuts. But don't mistake this for a retreat. This is a cold calculated pivot to "Consumer-Biotech" and AI. While cutting legacy IT and Inclusion teams Genentech is: Doubling its North Carolina manufacturing investment to $2.0B. Accelerating production for its next-gen obesity portfolio (CT-388). Aggressively hiring in AI automation and digital drug discovery. Roches ($RHHBY) 2025"  
[X Link](https://x.com/BioSignal/status/2020935750624428179)  2026-02-09T19:00Z [---] followers, [--] engagements


"Exosome therapy is moving from "concept" to "commercialization" and the bottleneck isn't the scienceit's the purification. Shenzhen-based Wayen Biotech () just closed a $14M Series A+ led by Legend Capital. Their "EXODUS" platform uses a global-first acoustic nanofiltration tech that bypasses the damage caused by traditional ultracentrifugation. Why this is the "Alpha" for the pick-and-shovel play: Efficiency: Their new M-600 system handles multiple channels with AI-optimized parameters. Validation: Already installed at 300+ sites including Harvard MD Anderson and the lab of Nobel Laureate"  
[X Link](https://x.com/BioSignal/status/2020984817425449419)  2026-02-09T22:15Z [---] followers, [--] engagements


"A "Patent Cliff" by design BridgeBio ($BBIO) shares cratered 15% after Pfizer ($PFE) strategically withdrew a key European patent (EP3191461B1) for its $5.5B blockbuster Vyndaqel (Tafamidis). While Pfizer claims the move was to avoid a "novelty" challenge at the EPO the secondary fallout hit BridgeBio. The logic: Early loss of Tafamidis crystalline patents could accelerate generic entry to [----] potentially crushing the pricing power and "Best-in-Class" premium for BridgeBios rival drug Attruby (Acoramidis). Why the sell-off may be overdone: Baseline assumptions for $BBIO already factored in"  
[X Link](https://x.com/BioSignal/status/2021045212710396010)  2026-02-10T02:15Z [---] followers, [--] engagements


"The first-ever TIL therapy for solid tumors is proving that "earlier is better" in the real world. Iovance ($IOVA) just dropped retrospective data for Amtagvi (lifileucel) that crushes its own registrational trial numbers. In a cohort of [--] heavily pre-treated melanoma patients the Real-World Objective Response Rate (ORR) hit 44%significantly higher than the 31% that secured its FDA approval. The Investment Alpha: Early Intervention: ORR jumped to 52% for patients with [--] prior lines of therapy vs. just 33% for those in 3rd line+. DCR: 73% Disease Control Rate in a population where 30% had"  
[X Link](https://x.com/BioSignal/status/2021086746101022733)  2026-02-10T05:00Z [---] followers, [--] engagements


"The "Battle for Bone Marrow" was the main event at ASH [----]. The Multiple Myeloma (MM) CAR-T market is evolving from a one-horse race into a three-front war. Here is the landscape assessment for investors: [--]. The King: Legend Biotech / J&J ($LEGN / $JNJ) Carvykti is still the gold standard. Data: mPFS [----] months in late-line patients. This durability is absurd. It sets a massive moat for anyone trying to displace them based on efficacy alone. [--]. The Challenger: Arcellx / Gilead ($ACLX / $GILD) Anito-cel is the immediate threat. Data: 96% ORR but the "Alpha" is safety. No delayed"  
[X Link](https://x.com/BioSignal/status/2000320392234459273)  2025-12-14T21:42Z [---] followers, [---] engagements


"The data confirms it: China's Legend Biotech ($LEGN) is eating Bristol Myers Squibb's lunch. Their asset Carvykti is now the dominant BCMA CAR-T leaving Abecma behind with superior efficacy and 112% YoY growth. BMS's Counter-Move: They are pivoting to "Blue Ocean" markets. Monopoly: Just secured the only global approval for MZL (Marginal Zone Lymphoma) with Breyanzi. Tech Pivot: Dropped $1.5B on Orbital Therapeutics to lead the "In Vivo" (In-body manufacturing) revolution. Legend wins the current cycle. BMS is betting on the next one. $LEGN $BMY $JNJ $GILD $XBI $IBB"  
[X Link](https://x.com/BioSignal/status/2000936199951888809)  2025-12-16T14:29Z [---] followers, [---] engagements


"The "Post-Carvykti" era of Cell Therapy is emerging and its dual-targeted. While Legend Biotech ($LEGN) dominates Multiple Myeloma with BCMA the biggest failure mode is "Antigen Escape"the tumor simply stops expressing BCMA to survive. O&D Bio (Private) just released Phase [--] data that fixes this. The Mechanism: O&D-001 is a Dual-Target CAR-T (BCMA + GPRC5D). If the tumor drops BCMA the GPRC5D warhead still kills it. Phase [--] Data: First patient dosed showed significant M-protein drop with NO Grade [--] adverse events (cleaner than expected for dual-targeting). The Real Alpha: O&D isn't just"  
[X Link](https://x.com/BioSignal/status/2002453971118797191)  2025-12-20T19:00Z [---] followers, [---] engagements


"SMART MONEY ALERT: ShiZe Biotherapeutics just secured 400M ($55M) to win the race for a Parkinson's cure. The backers are a "Who's Who" of biotech: Led by 3SBio ($1530.HK) and the National Reform Fund. The Asset: XS411. An "Off-the-shelf" (Allogeneic) iPSC-derived dopaminergic neuron therapy. The Alpha (Data Update): This isn't just a paper tiger. They have aggressive clinical validation compared to Western peers: Parkinson's: Phase I+II in both China and US with [--] patients showing "significant improvement". ALS (Lou Gehrig's): Global first-in-class secured FDA Orphan Drug designation."  
[X Link](https://x.com/BioSignal/status/2011755267902620027)  2026-01-15T11:00Z [---] followers, [--] engagements


"SMART MONEY ALERT: ShiZe Biotherapeutics just secured 400M ($55M) to win the race for a Parkinson's cure. The backers are a "Who's Who" of biotech: Lilly Asia Ventures Sequoia China Qiming and led by 3SBio ($1530.HK). The Asset: XS411. An "Off-the-shelf" (Allogeneic) iPSC-derived dopaminergic neuron therapy. The Alpha (Data Update): This isn't just a paper tiger. They have dosed [--] patients in China. PET scans confirm new dopamine cell survival in the putamen. Significant reduction in "OFF" time (periods where standard meds fail). FDA & NMPA dual clearance for trials. While Western investors"  
[X Link](https://x.com/BioSignal/status/2012117650151973020)  2026-01-16T11:00Z [---] followers, [--] engagements


"The King is Dead. Long Live the King. Gilead ($GILD) has officially lost the cell therapy crown. Johnson & Johnson ($JNJ) and Legend Biotech just reported the takeover numbers for FY2025: Carvykti Q4 Sales: $555M FY [----] Total: $1.89B (+96% YoY) [----] Forecast: $3B+ (Profitability Imminent) While Yescarta stalls Carvykti is doubling annually. Legend Biotech is now the owner of the #1 global CAR-T asset and is set to print operating profit in [----]. $LEGN $JNJ $GILD $XBI $IBB https://twitter.com/i/web/status/2014722312814395883 https://twitter.com/i/web/status/2014722312814395883"  
[X Link](https://x.com/BioSignal/status/2014722312814395883)  2026-01-23T15:30Z [---] followers, [---] engagements


"BREAKING: Legend Biotech just cemented its dominance in the CAR-T space. Carvykti generated $1.887 BILLION in global sales for [----] officially achieving "Blockbuster" status. While the revenue is massive for a Chinese biotech the "Alpha" is in the long-term data just released: 33% of late-stage (RR/MM) patients are progression-free at 5+ years. This was achieved with a single infusion and NO maintenance therapy. In the Multiple Myeloma landscape $LEGN (partnered with $JNJ) is rapidly eating market share from Bristol Myers Squibb ($BMY). With approval expanding to earlier lines of therapy the"  
[X Link](https://x.com/BioSignal/status/2015084726126813392)  2026-01-24T15:30Z [---] followers, [---] engagements


"The "King Slayer" has arrived in the CAR-T War. 🩸 Chinese analysts are quietly sounding the alarm on their national champion Legend Biotech ($LEGN). The consensus Arcellx ($ACLX) isn't just a competitor; it's the "fixed" version of the drug. The Alpha (from the Chinese Report): While Legend's Carvykti generates $555M/quarter it suffers from a "Parkinson-like" delayed neurotoxicity risk. Arcellxs Anito-cel uses a novel "D-Domain" binder (Fast On/Off) that has resulted in [--] cases of delayed neurotoxicity in 150+ patients. The "Kite" Moat: Its not just science; its logistics. Legend: [--] Day"  
[X Link](https://x.com/BioSignal/status/2015971782067683774)  2026-01-27T02:15Z [---] followers, [---] engagements


"The "Engine Swap" that could reset the CAR-T sector. 🧬 Every FDA-approved CAR-T therapy on the market today ($NVS $GILD $BMY $LEGN) runs on the same chassis: The CD3 (Zeta) signaling chain. It works but it has two fatal flaws: High Toxicity (Cytokine Storms). T-Cell Exhaustion (Relapse). The Breakdown: Researchers at USC Keck just published a breakthrough in Science Translational Medicine that replaces the "old engine" (CD3) with a new one: ZAP327. They call it STEM CAR-T. The Alpha: In head-to-head mouse models vs. standard CAR-T: Safety: Significantly lower cytokine release (Solving the"  
[X Link](https://x.com/BioSignal/status/2016013316909592929)  2026-01-27T05:00Z [---] followers, [---] engagements


"The "Godfather" of Chinese CAR-T is backand he claims to have solved the durability problem for Off-the-Shelf therapies. Dr. Fan Xiaohu the scientific founder who built Legend Biotech ($LEGN) into a $10B powerhouse with Carvykti has emerged with data from his new venture: Wondercel Therapeutics. The Holy Grail: Universal (Allogeneic) CAR-T. Current Problem: Allogeneic therapies (using donor cells) are cheap but usually fail on durability (they stop working too fast). Fans Update: Lymphoma: Wondercel's Universal CAR-T is showing efficacy comparable to Autologous (custom) strains with patients"  
[X Link](https://x.com/BioSignal/status/2016334169048285339)  2026-01-28T02:15Z [---] followers, [---] engagements


"The "Manufacturing Nightmare" of cell therapy is about to end. Current CAR-T requires taking a patient's cells shipping them to a lab for weeks and then re-infusing them. CSPC Pharmaceutical ($1093.HK) just got NMPA approval to skip the lab entirely. SYS6055 is Chinas first "in vivo" CAR-T to enter clinical trials. Instead of engineering cells in a clean room it uses a lentiviral vector to turn a patients T-cells into cancer-killers directly in the bloodstream. Why this is the ultimate "Alpha" play: Cost: Could reduce the $400k price tag of Western CAR-T by 80%+. Access: No more specialized"  
[X Link](https://x.com/BioSignal/status/2017553485550825800)  2026-01-31T11:00Z [---] followers, [---] engagements


"BREAKING: The FDA has halted Regenxbios ($RGNX) entire MPS gene therapy franchise after a patient developed a brain tumor. This is a "Black Swan" event for the AAV sector. A 5-year-old child treated with RGX-111 (MPS I) was found to have a CNS tumor [--] years post-dose. Genetic analysis revealed the AAV9 vector integrated directly into the PLAG1 proto-oncogenethe industrys worst-case "insertional mutagenesis" scenario. The fallout is immediate: RGX-121 (MPS II) PDUFA on Feb [--] is likely DOA. $700M in milestones from the Nippon Shinyaku deal are at risk. Serious "read-through" safety concerns for"  
[X Link](https://x.com/BioSignal/status/2017621442364588433)  2026-01-31T15:30Z [---] followers, 71.8K engagements


"Luye Pharma ($02186(dot)HK) is walking a billion-dollar tightrope. To fund the spin-off of its oncology unit Nanjing Luye management just signed a "deal with the devil" involving aggressive profit targets and a ticking IPO clock. The "Alpha" here is the extreme pressure on Nanjing Luyes valuation. While theyve secured 285M RMB in fresh capital from Cinda the strings attached are heavy: If they don't IPO in [---] years Luye must buy back the stake at 9% annualized interest. They are banking on Zepzelca (Lurbinectedin) to drive growth but early China sales are stalling despite favorable insurance"  
[X Link](https://x.com/BioSignal/status/2018448100659175809)  2026-02-02T22:15Z [---] followers, [--] engagements


"The PD-1/VEGF bispecific arms race has reached its "mid-game" and the gap between the leader and the laggards is now measured in years not months. While Big Pharma titans ($MRK $PFE $ABBV) are just showing up to the party Akeso ($9926.HK) and Summit ($SMMT) have already cleared the dance floor. The "Alpha" is the sheer clinical inertia Akeso has built. Ivonescimab (AK112) started Ph1 in 2019roughly [--] years before Merck ($MRK) even got into the clinic with their own candidate (LM-299). By the time the laggards produce Ph3 data Ivonescimab will likely have established the "Standard of Care""  
[X Link](https://x.com/BioSignal/status/2018708592124396023)  2026-02-03T15:30Z [---] followers, [--] engagements


"BREAKING: Akeso ($9926.HK) just secured Priority Review for AK112 (Ivonescimab) in combination with docetaxel for advanced biliary tract cancer (BTC). This follows its massive momentum in NSCLC and direct competition with Merck's Keytruda. Simultaneously Bio-Thera ($688177.SH) and MediLinks B7-H3 ADC (YL201) received Priority Review for pre-treated SCLC Esophageal and Nasopharyngeal cancers. With Roche ($RHHBY) recently doubling down on YL201 with a $570M near-term payment deal this asset is now officially in a race with Daiichi Sankyo/Mercks ifinatamab deruxtecan. Alpha: The rapid regulatory"  
[X Link](https://x.com/BioSignal/status/2019274807096049841)  2026-02-05T05:00Z [---] followers, [---] engagements


"The CDE progress report for Feb [----] confirms that the "China speed" in oncology is no longer just about fast-following; its about aggressive market capture. Akeso ($9926.HK) has pushed AK112 into Priority Review for Biliary Tract Cancer a tough-to-treat indication where it could beat Western giants to a first-line approval. Meanwhile BioNTech is going "all-in" on the China market filing INDs for its entire core trio: BNT327 (PD-L1/VEGF) BNT324 (B7-H3 ADC) and BNT326 (HER3 ADC). This is a direct challenge to the Daiichi/Merck and AstraZeneca pipeline dominance. Other key INDs to watch:"  
[X Link](https://x.com/BioSignal/status/2019365522236928269)  2026-02-05T11:00Z [---] followers, [--] engagements


"Is the era of "Boutique" CAR-T over New [----] data from Caribou Biosciences ($CRBU) suggests the answer is yes. Their off-the-shelf assets Vispa-cel and CB-011 just posted a massive 86% and 92% ORR respectively. Most importantly the 12-month durability is now "on par" with autologous giants like Yescarta ($GILD) and Abecma ($BMY). The investment shift here is about the "Total Cost of Care." Traditional CAR-T: $500k + Hospitalization + 4-week wait. CRBU Allogeneic: Projected $45k (300000 RMB) + Outpatient + Immediate dosing. Caribou's CRISPR-armoring (PD-1 knockout) is preventing the premature"  
[X Link](https://x.com/BioSignal/status/2020090182456988159)  2026-02-07T11:00Z [---] followers, [---] engagements


"Merck ($MRK) is officially pivoting to its "Post-Keytruda" era targeting $70B+ in annual revenue by the mid-2030s to offset the massive [----] patent cliff. While [----] results were marred by a 35% drop in Gardasil sales (China demand cratered) the real story is the "Diversified Alpha" Merck is building to replace its $31.6B engine: Cardiometabolic Dominance: Winrevair ($1.4B in 2025) is now the PAH gold standard. Enlicitide (Oral PCSK9) just crushed Phase [--] trialsexpect a [----] FDA filing to disrupt the $AMGN/$NVO injectable market. The Defense Play: Keytruda Qlex (Subcutaneous) is the "product"  
[X Link](https://x.com/BioSignal/status/2021449135304606074)  2026-02-11T05:00Z [---] followers, [--] engagements


"Novartis CEO Vas Narasimhan just saw a 30% pay bump to $25M as $NVS crushes [----] earnings. While Big Pharma celebrates the real Alpha is hidden in the "DrugTimes" briefing attached to this report: Global VCs are now aggressively hunting for Chinese oral TL1A inhibitors to rival the injectable blockbusters from Roche and Sanofi. The data gap is closing. While $NVS rides the success of Scemblix (+85%) and Fabhalta (+287%) Western capital is pivoting to "NewCo" structures for Chinese oral assets to hedge against the looming $4B patent cliff on Entresto. Everyone is chasing the $NVS dividend but"  
[X Link](https://x.com/BioSignal/status/2021709591000887426)  2026-02-11T22:15Z [---] followers, [--] engagements


"AstraZeneca ($AZN) just reported FY2025 revenue of $58.7B (+8%) and is doubling down on China with a massive [---] Billion RMB ($15B) investment pledge through [----]. The strategy is clear: Use the massive cash flow from oncology ($25B+) to dominate the obesity market via Chinese innovation. This weeks core "Alpha" is the Phase [--] win for Elecoglipron (licensed from Eccogene) which is now advancing to Phase [--]. While the market fixates on $LLY and $NVO $AZN is quietly building an obesity "super-pipeline" by acquiring ex-China rights to assets like CSPCs $18.5B monthly injectable and Eccogenes oral"  
[X Link](https://x.com/BioSignal/status/2021769988743606641)  2026-02-12T02:15Z [---] followers, [--] engagements


"Move over IL-4/IL-13. The "Upstream" war in Atopic Dermatitis (AD) has officially begun. Evommune ($EVMN) stock skyrocketed 70% after EVO301an IL-18 fusion proteindelivered Phase 2a data that rivals the efficacy of Sanofis $77B blockbuster Dupixent ($SNY). The Alpha: While Dupixent targets downstream Th2 cytokines EVO301 hits IL-18 the "Master Switch" that controls Th1 Th2 and Th17 pathways. This allows it to treat the "difficult-to-treat" patients who fail current biologics. $SNY and $REGN should be watching their rear-view mirror. $EVMN just proved that neutralizing IL-18 isn't just a"  
[X Link](https://x.com/BioSignal/status/2021811577201332285)  2026-02-12T05:00Z [---] followers, [--] engagements


"The "In-Vivo CAR-T" arms race just found its next technological disruptor. While Wall Street watches AbbVie ($ABBV) and Eli Lilly ($LLY) drop billions on LNP acquisitions Chinas Shutong Medical is emerging with a "hybrid" platform: LvNP (Lentivirus-like Nanoparticles). The industry is currently stuck in an "Impossible Triangle": Viral Vectors: High efficiency but high genomic risk. LNPs: High safety but low T-cell efficiency (15%). LvNP (The Disruptor): Combines viral-grade delivery efficiency with the safety of non-integrating nanoparticles. Shutong's data shows 8-12x higher payload loading"  
[X Link](https://x.com/BioSignal/status/2021348352622051585)  2026-02-10T22:19Z [---] followers, [--] engagements


"BREAKING: Eli Lilly ($LLY) just made a massive $2.4B move into the "In-Vivo CAR-T" race acquiring Orna Therapeutics. This isn't just another biotech dealit's a direct shot at the future of Autoimmune treatment. Lilly is betting on Circular RNA (oRNA) to solve the biggest problem in cell therapy: Accessibility. Unlike traditional CAR-T which requires weeks of lab manufacturing Orna's platform programs T-cells directly inside the patient's body using LNPs. Key Alpha: Lead asset ORN-252 is "clinical trial-ready" for autoimmune diseases. Eliminates the need for "toxic" lymphodepletion (chemo)"  
[X Link](https://x.com/BioSignal/status/2021407600529822166)  2026-02-11T02:15Z [---] followers, [--] engagements


"The "Holy Grail" of regenerative medicineactual organ repairjust hit a commercial milestone in China. Regend Therapeutics () has closed a 350M RMB ($48M) Series C to scale the worlds first autologous lung progenitor cell therapy for COPD and IPF. While Western giants like United Therapeutics ($UTHR) focus on organ manufacturing and ex-vivo perfusion Regend is "regenerating" healthy alveoli inside the patient. Their lead asset REGEND001 has already moved beyond the lab and into the real world: Commercial Launch: Already treating patients at the Boao Lecheng Pilot Zone. Real-World Pricing:"  
[X Link](https://x.com/BioSignal/status/2021902120790921596)  2026-02-12T11:00Z [---] followers, [--] engagements


"Upstream Bio ($UPB) just crashed 47% after its Phase [--] asthma data failed the "Convenience Test." While their 12-week dosing matched the efficacy of the gold standard Tezspire ($AZN/$AMGN) the ambitious 24-week (twice-yearly) arm fell short. In the high-stakes TSLP market "good enough" is a death sentence. This failure creates a massive opening for Chinese-originated assets that are currently being weaponized by Big Pharma. The real winners today GSK and its asset AIO-001 (originally from Hengrui Medicine). GSK paid $1B upfront precisely because AIO-001 is engineered for that elusive 6-month"  
[X Link](https://x.com/BioSignal/status/2022071976995823724)  2026-02-12T22:15Z [---] followers, [--] engagements


"The Anxiety (GAD) market has been stuck on SSRIs for [--] years. Luye Pharma just changed the game. The Alpha: China has 58M anxiety patients relying on 2006-era drugs (like $LLY's Cymbalta). Luye Pharma just filed for the first GAD innovation in two decades: Toludesvenlafaxine. This is an SNDRI (Serotonin + Norepinephrine + Dopamine). By adding Dopamine they achieved: 50% Remission Rates Minimized the #1 cause of patient dropouts (Sexual side effects). This is the "Holy Grail" mechanism Western CNS biotechs like $AXSM have been chasing. Luye is executing. $AXSM $LLY $XBI $IBB"  
[X Link](https://x.com/BioSignal/status/2011098473769419220)  2026-01-13T15:30Z [---] followers, [---] engagements


"Kidney stones are a side issue compared to the larger question of oxalate burden renal function monitoring and G6PD deficiency screening which is mandatory before high dose IV vitamin C due to hemolysis risk. Pharmacologic ascorbate is not new. Groups at institutions like the University of Iowa have been running mechanistic and early phase trials for over a decade. The pattern is consistent: safety is generally acceptable there is a biologically plausible mechanism and there are signals in combination with chemo or radiation. What we still lack are large well powered phase III trials that"  
[X Link](https://x.com/BioSignal/status/2021694901118005254)  2026-02-11T21:16Z [---] followers, [---] engagements


"JUST IN: Sanofi ($SNY) has ousted CEO Paul Hudson after a six-year "transformation" that left investors frustrated by stalled R&D and over-reliance on Dupixent. In a power move the board poached Merck KGaA ($MRK.DE) CEO Beln Garijo to take the helm. This isn't just a leadership change; its a mandate for "increased rigor." Hudsons tenure saw a 33% returnpaling in comparison to AstraZenecas 133% and GSKs 65%. With Dupixents patent cliff looming in [----] and recent pipeline failures like amlitelimab and tolebrutinib the board is betting on Garijos reputation for clinical and operational"  
[X Link](https://x.com/BioSignal/status/2022132375413829730)  2026-02-13T02:15Z [---] followers, [---] engagements


"Sanofi ($SNY) is doubling down on molecular glues. The French giant just cut a $30M strategic equity check to Shanghai-based GluBio Therapeutics to accelerate two preclinical assets GLB-005 and GLB-007 for Sickle Cell Disease (SCD). The "Alpha": Sanofi isn't just investing; they secured a Right of First Negotiation (ROFN) to license these drugs. GLB-005 and GLB-007 work by selectively degrading WIZ and ZBTB7Arepressors that keep fetal hemoglobin (HbF) turned off in adults. By "gluing" these repressors to degradation machinery GluBio can reactivate HbF potentially offering an oral"  
[X Link](https://x.com/BioSignal/status/2022264508065136673)  2026-02-13T11:00Z [---] followers, [--] engagements


"The NMPA (China) just overhauled its "Drug Administration Law Implementation Regulations" effective May [--] [----]. This isn't just a compliance updateits a massive structural tailwind for innovative Western biotechs entering China and Chinese biotechs scaling globally. Here is the "Alpha" you need to know: Market Exclusivity is finally codified: Orphan Drugs: Up to [--] years of market exclusivity (matching the US FDA standard). Pediatric Drugs: Up to [--] years of exclusivity. Data Protection: [--] years of protection for undisclosed clinical data. This is a huge win for MNCs like $MRK and $LLY to"  
[X Link](https://x.com/BioSignal/status/2017311882890383744)  2026-01-30T19:00Z [---] followers, [--] engagements


"Forget the "Big Pharma only" narrative. Three Tsinghua PhDs just turned a decade of academic research into a $140M commercial catalyst. Beijing Immunotech () just secured a massive distribution deal with Huadong Medicine ($000963.SZ) for their lead CAR-T IM19. With their NDA already accepted this is no longer a "science project"its a [----] revenue story. Why the market is underestimating this: Efficacy: 71% ORR in Lymphoma (Beating established incumbents). Safety: Engineered for lower neurotoxicity allowing for broader clinical use. Scale: Huadongs massive sales force removes the"  
[X Link](https://x.com/BioSignal/status/2017723340505682219)  2026-01-31T22:15Z [---] followers, [--] engagements


"JUST IN: Eli Lilly ($LLY) is weaponizing its obesity cash flow to monopolize the "Cure for Deafness" market. Lilly just signed an $1.12B strategic deal with Germanys Seamless Therapeutics to utilize their "programmable recombinase" platform. While standard CRISPR struggles with large-scale gene insertions and off-target "messiness" recombinases allow for surgical site-specific DNA replacementthe holy grail for complex genetic mutations behind hearing loss. Why this is a major Alpha move: Zero Competition: There are currently zero approved drugs for hearing restoration. De-risked Strategy:"  
[X Link](https://x.com/BioSignal/status/2017783720833675366)  2026-02-01T02:15Z [---] followers, [---] engagements


"The "China Biotech Winter" is officially over for the top 10%. New data reveals that 84B RMB ($11.7B) flowed into Chinese healthcare in 2025a 14% YoY jump. But the money isn't chasing "me-too" PD-1s anymore. The elite VCs (Qiming BioTrack Lilly Asia) have shifted to three high-conviction "Value" pillars: Extra-Hepatic RNAi: Starna Therapeutics () just closed a $110M round with strategic backing from Eli Lilly ($LLY). While $ALNY and $ARWR dominate liver-based RNAi the smart money is betting on China to crack the code for delivery to the heart brain and kidneys. Next-Gen TILs: Grit Bio ()"  
[X Link](https://x.com/BioSignal/status/2017825252697588047)  2026-02-01T05:00Z [---] followers, [--] engagements


"Hengrui Pharmaceuticals ($600276.SH) is officially graduating from "Chinas Generic King" to a Global Top [--] Pharma powerhouse. At a $61B market cap it has already unseated Takeda and Bayer. The market is underestimating the "Hengrui Shift." While most Chinese biotechs focus on simple licensing Hengrui is executing a sophisticated three-pronged global offensive: The "NewCo" Masterclass: Instead of a standard out-license they spun off their GLP-1 portfolio into Kailera Therapeutics (formerly Hercules) with Bain Capital. Hengrui keeps 19.9% equity + milestones. This "de-risked" their metabolic"  
[X Link](https://x.com/BioSignal/status/2018036652388798868)  2026-02-01T19:00Z [---] followers, [--] engagements


"China just officially flipped the script on Western Pharma. In [----] Chinese out-licensing (BD) deals hit a staggering $135.7B accounting for 49% of total global deal value. For the first time in history China has surpassed the US as the primary source of pharmaceutical innovation exports. We are entering the "BD [---] Era." The days of Western firms buying "cheap Chinese assets" are over. Today Big Pharma is paying a massive "certainty premium" for late-stage de-risked data. The three shifts you need to track for your portfolio: Cash is King: Upfront payments nearly doubled in [----] to $7B. Look"  
[X Link](https://x.com/BioSignal/status/2018085710537036206)  2026-02-01T22:15Z [---] followers, [--] engagements


"JUST IN: NeuShen Pharma () has closed a multi-million dollar Series A+ round led by Lilly Asia Ventures (LAV). This capital infusion is earmarked to accelerate their Central Nervous System (CNS) pipeline into clinical trials. The "Alpha" here is the lead investor. Lilly Asia Ventures leading a CNS round in [----] is a massive signalit's effectively the "Lilly Seal of Approval" on NeuShen's proprietary platforms for neuropsychiatric and neurodegenerative disorders. While most of the sector is chasing overcrowded ADC and GLP-1 targets NeuShen is attacking the high-barrier CNS market where Eli"  
[X Link](https://x.com/BioSignal/status/2018146109735215114)  2026-02-02T02:15Z [---] followers, [--] engagements


"Moderna ($MRNA) just proved that mRNA cancer vaccines aren't a fluke5-year data shows a 49% reduction in recurrence/death when paired with Keytruda. But while Wall Street chases $MRNA a specialized "China Alpha" is emerging in neoantigen tech that could leapfrog Western delivery methods. The science is complex but the math is simple: Take a patients unique tumor mutations use AI to predict which "neoantigens" will trigger the immune system and deliver that code via mRNA. It is the ultimate personalized medicine. The China Edge isn't just speed; its the "Combo Strategy." While $MRNA is"  
[X Link](https://x.com/BioSignal/status/2018508510519238711)  2026-02-03T02:15Z [---] followers, [---] engagements


"Stop calling it the Keytruda "Patent Cliff." Merck ($MRK) just laid out the blueprint for a "$70B Slope" and the foundation is built on Chinese engineering. The strategy to survive [----] relies on two technical shifts: "Bio-better" delivery and "Precision" ADCs. While the market fears a revenue crater Merck is aggressively converting the patient base to QLEX (Subcutaneous Keytruda). Goal: 30-40% adoption within [--] months. Impact: Preserves the "Long Tail" of the franchise by moving patients from IV to a more convenient SC injection before the [----] biosimilar wave. The real "China Alpha" is"  
[X Link](https://x.com/BioSignal/status/2018550034737078519)  2026-02-03T05:00Z [---] followers, [--] engagements


"Forget the slow million-dollar ex-vivo CAR-T process. The "Holy Grail" of autoimmune therapy just landed in two back-to-back NEJM papers and Chinese researchers are officially leading the world in "In Vivo" cellular reprogramming. The science is shifting from "Managing" to "Curing." For decades Systemic Lupus Erythematosus (SLE) and Autoimmune Hemolytic Anemia (AIHA) were lifelong sentences of steroids and immunosuppressants. China just proved we can use mRNAthe same tech in COVID vaccinesto turn a patients own $CD8+$ cells into B-cell killers inside their own body. The Insight: Traditional"  
[X Link](https://x.com/BioSignal/status/2018810500185051346)  2026-02-03T22:15Z [---] followers, [--] engagements


"BREAKING: The race for the first FDA-approved Autoimmune CAR-T has a defined leader. Kyverna Therapeutics just posted pivotal data that clears the path to a [----] BLA filing. The asset: Miv-cel (CD19 CAR-T) for Stiff-Person Syndrome (SPS). The Data (The Alpha): 81% of patients achieved 20% improvement in mobility. Median improvement of 46% in walk tests (T25FW). Crucially: Zero high-grade CRS or ICANS. Why this moves the market: The biggest bear case against using CAR-T for autoimmune disease has been safety (toxicity). Kyverna just proved they can deliver high efficacy without the severe"  
[X Link](https://x.com/BioSignal/status/2001745532981776393)  2025-12-18T20:05Z [---] followers, [--] engagements


"Sequoia China isn't just buying "AI Drug Discovery." They are betting on the death of the traditional CRO headcount model. DeepIntell (Beijing) just closed a $50M Series D led by CDH and backed by Sequoia. Most AI Bio plays ($RXRX $SDGR) focus on finding the molecule. DeepIntell focuses on the most expensive part: The Clinical Trial. The Mechanism: "Agentic" Clinical TrialsThey aren't just using LLMs to write reports. They built a "Multi-Agent Collaboration System." Think of it as [-----] digital employees where specific AI agents handle regulatory writing data cleaning and protocol design."  
[X Link](https://x.com/BioSignal/status/2000274842306650196)  2025-12-14T18:41Z [---] followers, [---] engagements


"$SDGR is not selling the idea that ML can replace biology or magically simulate human clinical complexity. Their thesis has always been narrower and more defensible: physics-based molecular accuracy as a constraint not a shortcut. If anything Verges outcome reinforces the core lesson many gloss over: you cannot skip biology and data-poor ML narratives eventually collide with reality. The interesting question is not AI vs biology but where computation meaningfully improves decision quality without over-promising. https://twitter.com/i/web/status/2002435530407981295"  
[X Link](https://x.com/BioSignal/status/2002435530407981295)  2025-12-20T17:46Z [---] followers, [---] engagements


"BREAKING: The BIOSECURE Act has officially passed Congress attached to the [----] NDAA. It now heads to the Presidents desk for signature. The "loophole" update: The final text removed specific company names (like WuXi AppTec). However it now bans contracts with firms on the DoD's "1260H List." The Pentagon has already signaled intent to add WuXi to this listmeaning the risk hasn't vanished it just moved. The Market Impact: 20% of global drugs in development rely on these supply chains. US-China deal flow (up 280% since '20) faces a hard freeze. Expect a massive rotation of capital into Western"  
[X Link](https://x.com/BioSignal/status/2002604960559870011)  2025-12-21T05:00Z [---] followers, [---] engagements


"The "Holy Grail" of Cell Therapy just moved forwardand it's not from $ALLO or $CRBU. MaoXing Biologics just secured FDA approval to launch Phase [--] for MT027 a Universal (Off-the-shelf) CAR-T targeting Glioblastoma. The Alpha is in the manufacturing: MaoXing has ditched standard viral vectors (Lentivirus) for Non-Viral Gene Editing. Why this matters: Western Allo-CAR-T players ($ALLO $CRBU) are struggling with durability and viral manufacturing costs. MaoXing is attempting to crack the hardest solid tumor (Brain Cancer/rGBM) using the B7-H3 target a space where MacroGenics ($MGNX) failed and"  
[X Link](https://x.com/BioSignal/status/2003329746906890534)  2025-12-23T05:00Z [---] followers, [---] engagements


"Link Cell uses an "AND" Gate. The drug only activates if it sees Antigen A + Antigen B. Alpha: Their lead asset (LNK001) for Renal Cancer hits the clinic in [----]. [--]. T-CURX (Germany): Point-of-Care Mfg. Moving production from a central factory to the hospital bedside"  
[X Link](https://x.com/BioSignal/status/2005306519571865931)  2025-12-28T15:55Z [---] followers, [--] engagements


"JPM [----] DATA: The "Next-Gen" takeover of the CDMO sector is now quantifiable. WuXi Biologics ($2269.HK) just revealed that 2/3 of their [---] new contract wins are ADCs or Bispecifics. The Pivot Point: For the first time they disclosed they have moved assets into Commercial Manufacturing: [--] Bispecifics [--] ADC The backlog confirms the trend is accelerating: [--] ADCs in Phase [--] [--] Bispecifics in Phase [--] The "Simple Antibody" era is fading. Smart money is following the complex manufacturing capacity where margins are protected. $2269.HK $WUXIF $LONN $CTLT $XBI $IBB"  
[X Link](https://x.com/BioSignal/status/2012797122526245123)  2026-01-18T08:00Z [---] followers, [--] engagements


"BREAKING: Massive liquidity event at WuXi Biologics ($2269.HK). Major shareholder Biologics Holdings just offloaded 150M shares cashing out HKD [----] Billion ($740M). Retail will panic at the insider selling but the Smart Money is looking at the [----] operational update released simultaneously: [---] New Projects signed in [----] (Record High). 50% of new projects are from US clients (Defying geopolitical headwinds). 2/3 of pipeline is High-Value (ADCs & Bispecifics). The "Block Trade" dip often provides an entry point when the underlying CRDMO fundamentals are accelerating this fast. The "China"  
[X Link](https://x.com/BioSignal/status/2013272762866081944)  2026-01-19T15:30Z [---] followers, [--] engagements


"Data Drop: China Biotech is bringing the heat to ASH [----]. Three major clinical updates just hit the wire. Here is the breakdown of the Alpha: [--]. The Heavyweight: Legend Biotech ($LEGN) Asset: Lucar-G39D (Allogeneic CD19xCD20 CAR-T). The Data: 70% ORR 30% CR in LBCL. The Edge: This is "Off-the-shelf" (Gamma Delta T-cells). While CR is lower than Autologous the 6-month PFS of 75% suggests durability without the manufacturing wait time. [--]. The Myeloma Contender: 3SBio ($1530.HK) Asset: CS1 x BCMA Dual-Target CAR-T. The Data: IIT results show 100% Overall Response in bone marrow (13 pts) with"  
[X Link](https://x.com/BioSignal/status/1996044986069254256)  2025-12-03T02:33Z [---] followers, [--] engagements


"The "Holy Grail" of Cell Therapy just posted human proof-of-concept data. Most investors focus on Legend Biotech ($LEGN) or J&J ($JNJ). But a quiet revolution called "In Vivo CAR-T" just effectively rendered their supply chains obsolete. The News: Data from China just revealed results for ESO-T01 an In Vivo BCMA CAR-T. [--] Patients (Relapsed/Refractory Myeloma) 100% Response Rate (4/4) 50% Strict Complete Remission (2/4) The Paradigm Shift: Current CAR-T ($LEGN) requires harvesting blood shipping it to a lab engineering it for [--] weeks and shipping it back. Cost: $500k. ESO-T01 is just an"  
[X Link](https://x.com/BioSignal/status/1996296886567985514)  2025-12-03T19:14Z [---] followers, [--] engagements


"CG Oncology ($CGON) has been the main trade for Bladder Cancer (NMIBC). But a new challenger just posted perfect data at SUO [----]. The New Data (High Dose Cohort): 100% Complete Response in Carcinoma In Situ (CIS). 100% Recurrence-Free Survival in Papilloma. Safety: Clean. No Dose-Limiting Toxicities. With the global BCG shortage the race for the NMIBC crown is wide open. ImmVira is already running a US Phase [--]. This is the asset that could disrupt the $CGON thesis. $CGON $MRK $JNJ $XBI $IBB https://twitter.com/i/web/status/1997570276880736542"  
[X Link](https://x.com/BioSignal/status/1997570276880736542)  2025-12-07T07:34Z [---] followers, [--] engagements


"How do you survive the "Biotech Winter" You sell one asset to Pfizer for $1.25B upfront and use the cash to corner a completely different market. Sunshine Guojian (Sub of 3SBio $01530.HK) just executed a masterclass in strategic pivoting. The Pivot:They have officially gone "All In" on Autoimmune divesting their oncology pipeline. While competitors are diluting shareholders to keep the lights on Guojian is sitting on a massive cash pile from licensing their PD-1/VEGF bispecific to Pfizer ($PFE). The "Fully Funded" Pipeline:That Pfizer cash is fueling one of the deepest late-stage I&I"  
[X Link](https://x.com/BioSignal/status/2000199470605357239)  2025-12-14T13:41Z [---] followers, [--] engagements


"BREAKING: Major leadership overhaul at China's pharma giant CSPC Pharmaceutical ($1093.HK). The "Succession Risk" is officially off the table. Chairman Cai Dongchen has appointed his son Dr. Cai Lei (45) as the new CEO. Old CEO Zhang Cuilong steps down to Executive Director. The Alpha Signal: This isn't just a family handover; it's a strategic pivot. Dr. Cai Lei previously led CSPC's US R&D and Overseas Sales. His appointment signals that CSPC is aggressively shifting focus from domestic manufacturing to global innovation and business development. He is backed by new COO Wei Qingjie (30-year"  
[X Link](https://x.com/BioSignal/status/2002816360032931854)  2025-12-21T19:00Z [---] followers, [--] engagements


"JUST IN: Shanghai Suncadia Biopharma just secured CDE IND approval for NP001 a First-in-Class autologous polyclonal Treg cell therapy for Multiple System Atrophy (MSA). This is a major regulatory pivot. While Western Treg leaders like Coya Therapeutics ($COYA) and Quince Therapeutics ($QNCX) have focused primarily on ALS and Alzheimers China is aggressively moving into MSAa "Parkinson-plus" syndrome with zero effective disease-modifying treatments and a much faster decline. Suncadias platform is built on high-efficiency Treg expansion. Their preclinical data showed not just a slowdown in"  
[X Link](https://x.com/BioSignal/status/2003012652763902121)  2025-12-22T08:00Z [---] followers, [--] engagements


"Chinese clinical reports are calling it the "End of the Road" for traditional chemotherapy in Multiple Myeloma. The data divergence is now too wide to ignore. Everyone knows Legend Biotech ($LEGN) / J&J ($JNJ) have the best-in-class asset but seeing the domestic Chinese data reinforces the dominance: Traditional Chemo Remission: 30% (and short duration). Cilta-cel ($LEGN) Remission: 97.9% (with deep durable response). The report also highlights JW Therapeutics ($2126.HK) for lymphoma confirming that CAR-T in China is moving from "Experimental" to "Standard of Care" rapidly. If you are short"  
[X Link](https://x.com/BioSignal/status/2003952584407892311)  2025-12-24T22:15Z [---] followers, [--] engagements


"A 3-year tariff exemption. Why did they fight for exemptions Because the innovation supply chain is now undeniably Chinese. The Data (McKinsey via DrugTimes): 54% of all Global Phase I/II ADCs are Chinese-originated. 48% of all Bispecific Antibodies are Chinese-originated"  
[X Link](https://x.com/BioSignal/status/2005462542785925387)  2025-12-29T02:15Z [---] followers, [--] engagements


"BREAKING: Roche just cut a $100M check to Structure Therapeutics ($GPCR) to prevent a patent war. Genentech is paying $100M upfront + Royalties to Structure's subsidiary to secure "Freedom to Operate" for their oral GLP-1 CT-996. The Alpha: $GPCR Validation: Structure's "Patent Jungle" strategy worked. They just monetized a competitor's drug without spending a dime on its development. This is pure non-dilutive cash flow. Roche Conviction: You don't pay $100M "protection money" for a dead asset. This confirms Roche is doubling down on CT-996 despite the titration/side-effect noise from last"  
[X Link](https://x.com/BioSignal/status/2009448799543164980)  2026-01-09T02:15Z [---] followers, [--] engagements


"BREAKING: Structure Therapeutics ($GPCR) just secured a massive "Freedom to Operate" payout from Roche ($RHHBY). Roche is paying $100M upfront + Royalties to license $GPCR patents for its own oral GLP-1 candidate (CT-996). The Alpha: Roche acquired Carmot for $2.7B but this deal implies $GPCR held critical IP cards blocking that asset. $GPCR now earns royalties on a key competitor's product while advancing their own pipeline ($100M non-dilutive cash). This validates the strength of Structures G-protein coupled receptor platform against big pharma scrutiny. Macro Backdrop: The "Patent War" is"  
[X Link](https://x.com/BioSignal/status/2010173574414487826)  2026-01-11T02:15Z [---] followers, [---] engagements


"Zai Lab ($ZLAB) and Zymeworks ($ZYME) leadership just confirmed this shift. The US wants the assets not the conflict. With the XBI rebounding (+75% from April lows) the smart money is buying the "Source Code" of these pipelines. The next frontier identified"  
[X Link](https://x.com/BioSignal/status/2005462554534154464)  2025-12-29T02:15Z [---] followers, [--] engagements


"THE KRAS KILLER Astellas ($ALPMY) just dropped a data bomb on the Pancreatic Cancer market. While Amgen ($AMGN) and Mirati fought over lung cancer Astellas quietly built a best-in-class pipeline for the "undruggable" targets. The Data (JPM Reveal): [--]. Breaking the Pancreatic Curse (ASP3082): Standard KRAS inhibitors struggle in pancreatic cancer. Astellas' Protein Degrader (ASP3082) + Chemo just posted a stunned 58.3% ORR and 83.3% Disease Control Rate. Mechanism: It degrades the KRAS G12D mutant protein entirely rather than just blocking it. [--]. The Gastric Cancer Moat (ASP2138): Their"  
[X Link](https://x.com/BioSignal/status/2011623138782822696)  2026-01-15T02:15Z [---] followers, [--] engagements


"Astellas is playing a dangerous game of chicken with a $6B Patent Cliff. Their blockbuster Xtandi loses exclusivity in [----]. Usually Big Pharma panics and buys a mid-cap to plug the revenue hole. Astellas CEO Okamura just said "No." No rescue M&A. Instead they are betting the house on [--] internal pillars: Padcev ($PFE): Now the standard of care in Bladder Cancer. They see $3.5B peak sales here. The CLDN18.2 Fortress: They aren't stopping at Vyloy (Zolbetuximab). They are advancing a proprietary ADC and a Bispecific to own the entire gastric cancer vertical. The Reality Check: It's not all"  
[X Link](https://x.com/BioSignal/status/2012649891051540864)  2026-01-17T22:15Z [---] followers, [--] engagements

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