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# ![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1462941795520638981.png) @BowTiedBiotech BowTiedBiotech 🧪🔬🧬

BowTiedBiotech 🧪🔬🧬 posts on X about $kymr, $xbi, $pfe, $prax the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1462941795520638981/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462941795520638981/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +18%
- X Months XXXXXXXXX +15%
- X Year XXXXXXXXX +70%

### Mentions: XX [#](/creator/twitter::1462941795520638981/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462941795520638981/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX no change
- X Months XXXXX -XXXX%
- X Year XXXXX +84%

### Followers: XXXXXX [#](/creator/twitter::1462941795520638981/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462941795520638981/c:line/m:followers.svg)

- X Week XXXXXX +0.61%
- X Month XXXXXX +2.30%
- X Months XXXXXX +16%
- X Year XXXXXX +41%

### CreatorRank: XXXXXXX [#](/creator/twitter::1462941795520638981/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462941795520638981/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [vc firms](/list/vc-firms)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$kymr](/topic/$kymr) #19, [$xbi](/topic/$xbi) #37, [$pfe](/topic/$pfe) #149, [$prax](/topic/$prax) #23, [$idya](/topic/$idya) #3, [$nvo](/topic/$nvo) #152, [liquidity](/topic/liquidity) #3548, [dec](/topic/dec) #1835, [$abbv](/topic/$abbv) #76, [$rna](/topic/$rna) XXXX%

**Top accounts mentioned or mentioned by**
[@biopharmiq](/creator/undefined) [@andre_agtc](/creator/undefined) [@banana_oncology](/creator/undefined) [@sciencemagazine](/creator/undefined) [@davidrliu](/creator/undefined) [@nature](/creator/undefined) [@wolfejosh](/creator/undefined) [@luxcapital](/creator/undefined) [@zhaoweiasu](/creator/undefined) [@lifescivc](/creator/undefined) [@timopler](/creator/undefined) [@andersresearch](/creator/undefined) [@drrishabhonco](/creator/undefined) [@myesmo](/creator/undefined) [@larvol](/creator/undefined) [@varro_analytics](/creator/undefined) [@bigchodu](/creator/undefined) [@mateosagan](/creator/undefined) [@pgainz96934](/creator/undefined) [@brwtoovey](/creator/undefined)

**Top assets mentioned**
[Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Bitcoin Incognito (XBI)](/topic/$xbi) [Pfizer, Inc. (PFE)](/topic/$pfe) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Novo-Nordisk (NVO)](/topic/$nvo) [AbbVie Inc (ABBV)](/topic/$abbv) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Novartis AG (NVS)](/topic/$nvs) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [uniQure N.V. (QURE)](/topic/$qure) [AstraZeneca PLC (AZN)](/topic/$azn) [Vertex Protocol (VRTX)](/topic/$vrtx) [Eli Lilly and Company (LLY)](/topic/$lly) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/dyne-therapeutics) [ATAI Life Sciences (ATAI)](/topic/$atai) [Tourmaline Bio, Inc. Common Stock (TRML)](/topic/$trml) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [One Cash (ONC)](/topic/$onc) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Johnson & Johnson (JNJ)](/topic/$jnj) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Synthetify (SNY)](/topic/$sny) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [SuperRare (RARE)](/topic/$rare) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are)
### Top Social Posts
Top posts by engagements in the last XX hours

"Hey Grok - How could $KYMR STAT6 readout possibly disappoint"  
[X Link](https://x.com/BowTiedBiotech/status/1992364910450503998)  2025-11-22T22:49Z 21.7K followers, 6866 engagements


"🧠 Alzheimers double-header today BIG volatility $ANVS buntanetap (Ph3 6-mo co-primaries: ADAS-Cog13 ADCS-iADL) 🐂 Bull: oral clean safety any dual win resets the story +60% 🐻 Bear: prior co-primary miss no amyloid clearance small effects likely XX% $INMB pegipanermin (Ph2 sTNF-) 🐂 Bull: inflammation biology is real amyloid+ inflamed subgroup could show a signal safety clean +40% 🐻 Bear: mITT already negative expect subgroup fishing multiplicity headwinds XX% 🧮 We estimate PoS $ANVS XX% for a 6-mo dual co-primary win XXX% for a single-endpoint pop XX% for a true pivotal path. $INMB X% for"  
[X Link](https://x.com/BowTiedBiotech/status/1995462914182905951)  2025-12-01T12:00Z 21.7K followers, 3240 engagements


"Where biotech capital is flowing The GLP-1 Halo The easy beta trade on obesity is over. Everyone knows the GLP-1 plays. So you either sit there trying to justify why $VKTX should be acquired.or put on your forward looking glasses and focus on what comes next. The real alpha is shifting to the Second Order Effects. Capital is quietly building a "Halo" of bets that don't compete with the dominant injectables they complete them. The thesis splits into two clusters: 1The Residual Risk Stack Even with weight controlled patients remain walking time bombs for lipid and inflammatory risk. The new"  
[X Link](https://x.com/BowTiedBiotech/status/1994367260580790438)  2025-11-28T11:26Z 21.7K followers, 12.7K engagements


"1/ Structural biology just got sent to the retirement home. Two back-to-back papers (Nature + Science) proved the entire field spent a decade polishing crystals while the game moved to genomic semantics. Evo 7B killed structural biology with a DNA prompt. A 🧵"  
[X Link](https://x.com/BowTiedBiotech/status/1996786918055411999)  2025-12-05T03:41Z 21.7K followers, 37.5K engagements


"Wins are also wins for the sector - capital recycling ♻ $PRAX $XBI"  
[X Link](https://x.com/BowTiedBiotech/status/1997307481874206794)  2025-12-06T14:09Z 21.7K followers, 2481 engagements


"$KYMR next week"  
[X Link](https://x.com/BowTiedBiotech/status/1997724813750948327)  2025-12-07T17:48Z 21.7K followers, XXX engagements


"BIOTECH MARKET RESEARCH $IDYA Ep. XXX The single-arm data looks great: darovasertib + crizotinib posts mOS XXXX vs XX months in 1L metastatic uveal melanoma. But the real test is coming: randomized Ph2/3 vs investigators choice (ipi+nivo / PD-1 / DTIC) with mPFS readout targeted for YE25 / Q1-26 and implied move in the +/-3050% range. Zoom out: more than half of randomized Phase X oncology trials fail and only 3040% actually hit their primary endpoint even with encouraging earlier data. This one looks good but is no layup. This week: how strong the single-arm data really are where the"  
[X Link](https://x.com/BowTiedBiotech/status/1997976952485863572)  2025-12-08T10:30Z 21.7K followers, 1366 engagements


"Dyne $DYN DELIVER topline quick take: While $RNA is still in the drivers seat this looks like a real win for $DYN and PMO-conjugates a great surrogate story confirmatory risk still ahead. ✅ TfR1-PMO is doing the job more oligo into muscle (10x eteplirsen not as robust as $RNA although statisticians will have fun with pooled analysis vs natural history etc) ✅ TTR 10MWR PUL2.0 SV95C FVC% all point the right way although nominal p0.05 ✅ Repeat dosing looks clean. Mostly fever headache. No kidney platelet liver landmines. Doctor and payer friendly versus AAV baggage. ✅ With FDA under heat"  
[X Link](https://x.com/BowTiedBiotech/status/1998003506788098499)  2025-12-08T12:15Z 21.7K followers, 3408 engagements


"Now +70% with room to run. $SLDB Didnt even wait for the standard 4:30pm to announce the follow on The usual players: Adage Capital Partners LP Bain Capital Life Sciences Invus Perceptive Advisors RA Capital Management TCGX Venrock Vestal Point Capital a U.S.-based life-sciences focused institutional investor a major mutual fund and a large investment management firm IYKYK 😜 👇🏼 .a U.S.-based life-sciences focused institutional investor"  
[X Link](https://x.com/BowTiedBiotech/status/1891829033698259388)  2025-02-18T12:36Z 21.7K followers, 4497 engagements


"➜ The new blueprint for China biotech dealmaking $PFE 3SBio PD1xVGEF 🔹 Discovered in China 🔹 Licensed globally 🔹 Developed & manufactured in USA Pfizer will make SSGJ-707 in North Carolina (drug substance) and Kansas (drug product). 📝This is likely going to be the deal template for China/US deals go-forward"  
[X Link](https://x.com/BowTiedBiotech/status/1924784520244383822)  2025-05-20T11:09Z 21.7K followers, 8752 engagements


"📉 🍄BUY Low Sell High Psychedelics The entire psychedelics sector remains deeply underwater from its pandemic-era highs down XX% across $ATAI $CMPS and the $PSIL ETF. 🗣But that might be exactly why it deserves another look. 🧠 New data from $ATAI / Beckley show that fast-acting intranasal 5-MeO-DMT (BPL-003) can deliver durable depression relief in just a 2-hour clinic session. That changes the economics: short sessions mean scalable models like $JNJs Spravato blockbuster. Political momentum is real: MAHA advocates are vocal FDA leadership is signaling support and a path to P3 is now in"  
[X Link](https://x.com/BowTiedBiotech/status/1941956003555418494)  2025-07-06T20:22Z 21.7K followers, 8011 engagements


"1/ Big Pharma is betting inflammation = the next cholesterol. $NVS just spent $1.4B buying $TRML for its IL-6 asset. 👀 Everyones watching obesity drugs but atherosclerosis is lining up as the next mega-blockbuster. Skip to post 7&8 and we get into where this is all headed by 2035 Lets discuss 🧵"  
[X Link](https://x.com/BowTiedBiotech/status/1966832747994824822)  2025-09-13T11:54Z 21.7K followers, 10.4K engagements


"🍿 $ALEC +/- XXX% volatility"  
[X Link](https://x.com/BowTiedBiotech/status/1974867177330094331)  2025-10-05T16:00Z 21.7K followers, 2508 engagements


"BIOTECH MARKET RESEARCH $ALEC Ep. XXX Another Biotech Binary Alector is heading toward a make-or-break moment with Phase X INFRONT-3 data for latozinemab in FTD-GRN expected mid-Q4 2025. ✅ success = first disease-modifying therapy in FTD ❌ If not = 's on if SORT1 blockade suffucient With no approved therapies and options implying XXX% move this one will test if biomarker restoration can truly translate into functional rescue. Subscribe to stay ahead of the next binary:"  
[X Link](https://x.com/BowTiedBiotech/status/1975131417907794096)  2025-10-06T09:30Z 21.7K followers, 5079 engagements


"👊Masked TCE showdown on deck $VIR PRO-XTEN PSMA engager now in clinic; $JANX TRACTr EGFR readout next. Both companies are chasing the same thesis tumor-restricted unmasking to kill CRS without killing potency. Vir Biotechnology Announces First Patient Dosed in Part X of Phase X Trial of PSMA-Targeting PRO-XTEN Dual-Masked T-Cell Engager VIR-5500 in Combination with Androgen Receptor Pathway Inhibitors for the Treatment of Metastatic Prostate Cancer"  
[X Link](https://x.com/BowTiedBiotech/status/1976605650021966310)  2025-10-10T11:08Z 21.7K followers, 9120 engagements


"🚨 BTD Moonshot Two more Breakthrough Therapy Designations hit the tape: $ONC Sonrotoclax (BCL-2i MCL) $BCAX Ficerafusp (EGFR x TGF 1L HPV HNSCC) Both stocks popped but nowhere near the outsized reactions we saw last week. Heres why 👇🏼 1The Market Already Knew Investors had been expecting these BTDs. Both drugs showed strong early data and were in active FDA communication. When everyones positioned for good news even great news just confirms whats priced in. 2Risk Isnt Gone BTD lowers regulatory friction but doesnt remove clinical risk. Sonrotoclax still needs to differentiate from $AABV"  
[X Link](https://x.com/BowTiedBiotech/status/1978050424687976954)  2025-10-14T10:49Z 21.7K followers, 6947 engagements


"💰 Biotechs leverage is back MapLights $372M raise + IPO filing is more than a financing headline.its a warning shot to Big Pharma. When credible biotechs threaten to go public instead of selling acquirers have two options: pay up now or chase later at 23x the price. That dynamic is what reopens the M&A window. CNS is leading the charge but the ripple will hit oncology and immunology next. 2026 could be the year where IPO-ready becomes the new bargaining chip and deal premiums finally start expanding again"  
[X Link](https://x.com/BowTiedBiotech/status/1982603249526923723)  2025-10-27T00:20Z 21.7K followers, 6547 engagements


"Waterfall porn $IDYA darova PKC in UM XX% still at risk.the best is yet to come"  
[X Link](https://x.com/BowTiedBiotech/status/1982763467942875239)  2025-10-27T10:57Z 21.7K followers, 4505 engagements


"Rough week -XX% $BHVN The CRL does not appear to be a flip-flop like $QURE FDA didnt greenlight then reverse on Biohaven it maintained a high bar for RWE-as-primary evidence and the CRL reflects that standard. FDA did about-face on uniQures AMT-130 for HD after earlier signaling Phase 1/2 + external controls could support a BLA (with BTD/RMAT in hand) the agency now says those data arent sufficient hammering the stock. Takeaway: Same theme two outcomes Biohaven hit the predictable RWE wall; uniQure ran into a moving one. The lesson - if your efficacy case leans on external controls plan for a"  
[X Link](https://x.com/BowTiedBiotech/status/1986180974321774959)  2025-11-05T21:17Z 21.7K followers, 7019 engagements


"BIOTECH MARKET RESEARCH $IRON Ep. XXX When clean biology hits messy disease Disc Medicines DISC-0974 is one of the purest translation tests in hematology right now. The $IRON story started with a simple thesis hepcidin drives inflammatory anemia and suppressing it should free iron and restore red-cell production. Thats why early in the companys life they licensed the HJV-blocking antibody portfolio from $ABBV a move that put DISC-0974 at the center of their founding strategy in iron-restricted diseases. @LifeSciVC please confirm I have it correct - it was awhile ago On slides the story is"  
[X Link](https://x.com/BowTiedBiotech/status/1992903520786252165)  2025-11-24T10:30Z 21.7K followers, 2149 engagements


"$KYMR STAT6 1b must look good otherwise no way they invest $50M+ in the Ph2 As a reminder of where the bar sits: Dupilumab: 4451% EASI-75 vs 1215% placebo. Upadacitinib: 6080% EASI-75 vs 1316% placebo. A first-in-class oral STAT6 degrader doesnt need JAK-level efficacy to be competitive (safety/tolerability and convenience matter) but it likely needs to beat dupilumab-like ranges to be a category leader"  
[X Link](https://x.com/BowTiedBiotech/status/1993291854951989381)  2025-11-25T12:13Z 21.7K followers, 12.3K engagements


"Your Weekly Biotech News Fix Ep. XXX Designed to be consumed as a quick scroll 💊 Otsuka IgAN Win (Voyxact) 💸 CMS Price Cuts ($NVO GLP-1) 🛡 $AZN Imfinzi for Stomach Cancer 🧬 $NVS SMA Gene Therapy 🤝 $RNA $12B $NVS Deal 🏃♀ $NVO Amycretin Weight Loss Data 🩸 $JNJ Myeloma Combo Data 🚨 Pazdur Questions FDA Expedited Safety 🧠 $JNJ Anti-Tau Alzheimer's Fails 📉 $NVO GLP-1 Alzheimer's Failure"  
[X Link](https://x.com/BowTiedBiotech/status/1994451221563019680)  2025-11-28T17:00Z 21.7K followers, 1536 engagements


"Feds Dec X QT Killshot: Biotechs Liquidity Lifeline Dec X 2025 Fed ends QT No more MBS runoff Every maturing payment reinvested into T-bills Balance sheet freezes at $7T. Translation: Stealth QE. $20-35B/month liquidity injection. Biotech impact: Funding drought OVER. 🚀 PIPEs follow-ons VC dry powder = UNLEASHED"  
[X Link](https://x.com/BowTiedBiotech/status/1994503371185610865)  2025-11-28T20:27Z 21.7K followers, 2906 engagements


"1/ TME COMBOS: The Investment Trap & Where The Alpha Really Is BananaPro is a real upgrade to our learning algorithm. This morning I was studying the figure below from @DrRishabhOnco and it got me thinking about tumor micro-environment (aka the TME) as an anti-cancer target. So much promise so little results but it makes so too much sense mechanistically to be noise. How can we unlock translation A thread 🧵"  
[X Link](https://x.com/BowTiedBiotech/status/1994752378499654111)  2025-11-29T12:56Z 21.7K followers, 2024 engagements


"$PRAX relutrigine PYS math 🧮 DEE diagnosed TAM: SCN2A GoF 1.52k SCN8A GoF 600800 Total treatable pool 2.12.8k pts Pricing: $250350k Penetration: 3570% depending on label + stats 🐂Bull (strong ITT XX% tight CIs broad GoF label) Penetration: XXXX 2800 = 1960 pts Rev: 1960 $330k = $645M PYS Rare-disease multiple: 34x EV = $1.92.6B $1924/share 🏡Base (ITT 4050% genotype-gated label) Penetration: XXXX 2400 = 1320 pts Rev: 1320 $300k = $396M PYS Multiple: 23x EV = $800M1.2B $812/share 🐻Bear (ITT 3540% fragile diary modeling narrow label) Penetration: XXXX 1800 = XXX pts Rev: XXX $250k = $180M"  
[X Link](https://x.com/BowTiedBiotech/status/1996947317052559778)  2025-12-05T14:18Z 21.7K followers, 2053 engagements


"Biopharma sentiment did not grind higher in Up-tober it snapped 📈 $PFE walks into the White House cuts a pricing for access deal and in one meeting the market quietly retires its worst fears. Once DC sets guardrails big pharma can finally model X year cash flows without a policy asterisk. ✅ Policy shock absorbed ✅ Pricing concerns reduced ✅ MFN ambiguity gone ✅ Tariff overhang reduced That shift is its own stimulus it: ✅ Unlocks M&A budgets ✅ Unsticks BD committees ✅ Pulls generalists back into a three year de-rated sector Underpriced supply is already sitting there starved of capital. Add"  
[X Link](https://x.com/BowTiedBiotech/status/1997000783259120077)  2025-12-05T17:51Z 21.7K followers, 3858 engagements


"💰Biotech who generate the most cash from license fees (since 2015) X. Ionis X. Sosei / Heptares X. Peptidream X. Precision Bioscience X. Galapagos X. CytomX X. SkyHawk 8.Arrowhead X. Sangamo XX. Dicerna XX. Genmab Source: Sosei earnings"  
[X Link](https://x.com/BowTiedBiotech/status/1626182794958217216)  2023-02-16T11:32Z 21.7K followers, 1704 engagements


"Top XX CDMOs by 2023 revenue X Lonza ➡ $XXXX billion X Thermo Fisher Scientific ➡ $XXXXX billion X Catalent Pharma Solutions ➡ $XXXXX billion X Samsung Biologics ➡ $XXXXX billion X WuXi Biologics ➡ $XXXXX billion X Siegfried ➡ $XXXXX billion X Recipharm ➡ $XXXXX billion X FUJIFILM Diosynth Biotechnologies ➡ $XXXXX billion X Boehringer Ingelheim ➡ $XXXXX billion 🔟 MilliporeSigma/ Merck Group ➡ $XXXXX million Source: Maryam Daneshpour on the HR app"  
[X Link](https://x.com/BowTiedBiotech/status/1837462605465583988)  2024-09-21T12:03Z 21.7K followers, 1613 engagements


"10 -- Drugs on Track for FDA Approval in 2025 $IONS $SNY $RGNX $VRTX $ABBV $SWTX $ARWR $URGN $RARE Source: Maryam Daneshpour on the HR app"  
[X Link](https://x.com/BowTiedBiotech/status/1880273875696812495)  2025-01-17T15:20Z 21.7K followers, 32.2K engagements


"👀 T Cells Heating Up Last week Ipsen dropped $$$ on French biotech ImCheck for its T-cell agonist platform. This week Nature published a study showing CCR5-edited CAR-T cells that kill CD19+ tumors while staying HIV-resistant. X What it is A cell therapy built from donor-derived T cells engineered to: KO CCR5 (so HIV cant infect them) Knock-in a CD19 (to kill tumors) These T cells are naturally MHC-independent so they can be off-the-shelf no matching no graft-vs-host risk. X Who its for People living with HIV who develop B-cell cancers like: DLBCL Burkitt lymphoma Primary CNS lymphoma"  
[X Link](https://x.com/BowTiedBiotech/status/1983351918467391982)  2025-10-29T01:55Z 21.7K followers, 2530 engagements


"Biotech market health proxy - scientific real estate. $ARE Note while a proxy for sure it is a lagging indicator Having said that most of the companies we are involved with are downsizing their footprint renegotiating their leases or looking for concessions if moving to a new space"  
[X Link](https://x.com/BowTiedBiotech/status/1988923011466965269)  2025-11-13T10:52Z 21.7K followers, 3831 engagements


"Curious why the market is rolling over One word - liquidity. Fear not the bazooka is on the way don't get shaken out. $XBI $2000 US checks $110B Japan stimulus $1.4T China stimulus QT ending Dec X QE restarting in Canada 320+ rate cuts in XX months"  
[X Link](https://x.com/BowTiedBiotech/status/1991651488872157465)  2025-11-20T23:34Z 21.7K followers, 2853 engagements


"4/ 2024 was hell: Only $20B funding vs $50B in 2021. Burn rates have been crushing biotech companies who have had no choice but to run lean. Aggressive Post-Dec X forecast: Q4: 30+ follow-ons XX% discnt Q126: $15B equity raises $XBI +25% by March Historical comp: 2019 QT pause +32.6% biotech funding spike. $XBI UP. Do note the funding pop is not instant liquidity takes 3-6 months to percolate"  
[X Link](https://x.com/BowTiedBiotech/status/1994503395189891353)  2025-11-28T20:27Z 21.7K followers, XXX engagements


"5/The Plays: Large Cap: $REGN $VRTX Cash rich low beta +15% Mid Cap: $CRSP $BEAM Phase X catalysts +40% Small Cap: Oncology INDs High beta vol 2-3x Position: XX% core XX% powder kegs. NFA - these are just examples pick your own that make sense to you"  
[X Link](https://x.com/BowTiedBiotech/status/1994503398448652550)  2025-11-28T20:27Z 21.7K followers, XXX engagements


"7/ SynGenome = XXX billion bp of AI-generated functional DNA public today. This is the PDB for proteins that never existed. Structural biologists now optional post-hoc folders of Evo outputs"  
[X Link](https://x.com/BowTiedBiotech/status/1996786950817370347)  2025-12-05T03:41Z 21.7K followers, 4884 engagements


"🧠 +30% $PRAX relutrigine in SCN2A / SCN8A DEE Encouraging not fully de risked DMC called an early stop for efficacy in EMBOLD topline hits AES Dec X FDA already lined up to talk NDA. That is a real efficacy signal but we still do not know n ITT effect variance or multiplicity. Early stops often look better than the truth. Base: Clean ITT win FDA ok with EMBOLD led NDA genotype gated launch at genetic epilepsy centers peak capped by diagnosed pool. Bear: Effect shrinks on full stats methods look fragile safety noise and FDA wants more data while NBI 921352 and PRAX XXX gain ground. Bull:"  
[X Link](https://x.com/BowTiedBiotech/status/1996941370519417037)  2025-12-05T13:54Z 21.7K followers, 6094 engagements


"3 BaEVTR-CoD When Envelope Engineering Becomes a Drug Sana starts with BaEVTR a baboon retroviral envelope that already beats VSV-G on resting CD34+ cells. Then they stack modifications: Swap in an HIV-recognized MACA cleavage site to get cleaner R peptide removal and better fusion Codisplay fibronectin fragments that bind VLA-4 and VLA-5 their CoD module to lock onto HSPCs Result higher potency in vivo long term marking of human HSPCs and their progeny after simple IV dosing"  
[X Link](https://x.com/BowTiedBiotech/status/1997647626330628272)  2025-12-07T12:41Z 21.7K followers, XXX engagements


"4 VLPs As Disposable Editors Not Viral Genomes They package Cas9 or base editors as RNPs in virus like particles no viral genome no integration. They target B2M as a surrogate for editing efficiency and quietly show the key thing investors miss: Flow data shows X% edited BM cells at week XX Deep sequencing says XX% edited alleles in huCD45+ marrow with durable edits in HSC and MPP compartments The takeaway the stem compartment is edited far more than surface markers suggest which is exactly what you want for cures"  
[X Link](https://x.com/BowTiedBiotech/status/1997647632450113822)  2025-12-07T12:41Z 21.7K followers, XXX engagements


"5/ Structural biology crawls local minima around known scaffolds. Semantic biology teleports to brand-new minima by sampling genomic contexts evolution never explored. Evo just invented protein functions that lost the evolutionary arms race 800M years ago"  
[X Link](https://x.com/BowTiedBiotech/status/1996786942634312060)  2025-12-05T03:41Z 21.7K followers, 2279 engagements


"6/ Therapeutics structural biology can never reach: Efflux-proof de novo RNases next-gen ADC warheads 10+ orthogonal toxinantitoxin kill switches in one chassis Hypoxia-gated suicide genes for solid tumors Resistance-proof broad-spectrum anti-CRISPRs All prompted synthesized validated in months"  
[X Link](https://x.com/BowTiedBiotech/status/1996786948061397227)  2025-12-05T03:41Z 21.7K followers, 2445 engagements


"Weekly Biotech News Fix Ep. XXX 🤖 Listen to the AI robots discuss this weeks top biotech news. 📣🎙 TODAYS PODCAST: 0:07 Welcome 1:39 $PFE closes $MTSR deal 3:06 $DAWN acquires $MRSN 4:28 $LLY $NVO Trump deal 5:09 $ABBV ends Calico partnership 6:43 $KRRO collapse and layoffs 7:54 $BHVN rejection fallout 9:56 FDA plausible mechanism pathway 11:21 Richard Pazdur named CDER Director 12:01 $ARWR Bayer FDA decisions 🔗 links to podcast: Substa*ck Spotfy:"  
[X Link](https://x.com/BowTiedBiotech/status/1989689844998836632)  2025-11-15T13:40Z 21.7K followers, 1624 engagements


"A vesicle dumps neurotransmitters into the synaptic cleft Insta: cebh_x"  
[X Link](https://x.com/BowTiedBiotech/status/1995199248602919341)  2025-11-30T18:32Z 21.7K followers, 17.3K engagements


"Your Weekly Biotech News Fix Ep. XXX Designed to be consumed a quick scroll 🧬 FDA Clouds $QURE Huntington Path 🔍 FDA Probes Alleged Pediatric Vaccine Deaths 🏛 Ex-Chiefs Warn on Vaccine Policy 🧠 $BMY Delays AD Psychosis Readout ❤ $CAPR DMD Cell Therapy Rebounds ⚡ $HRMY Dravet Drug Halves Seizures 🤝 $CRST Kelun Strike ADCBiFx Pact 📣 Ex-FDA Chiefs Slam Prasad Plan 🧪 Vaccine Skeptic Heg Named CDER Chief"  
[X Link](https://x.com/BowTiedBiotech/status/1996987937670504552)  2025-12-05T17:00Z 21.7K followers, 1663 engagements


"Semantic biology coming faster than you think. catalytic motif scaffolding turns enzyme design from art into Lego. Hybrid ML + atomistic modeling lets you reuse catalytic motifs to one-shot powerful biocatalysts for new reactions"  
[X Link](https://x.com/BowTiedBiotech/status/1997126945423978516)  2025-12-06T02:12Z 21.7K followers, 13.9K engagements


"Big event $KYMR"  
[X Link](https://x.com/BowTiedBiotech/status/1997358602894332381)  2025-12-06T17:32Z 21.7K followers, 3902 engagements


"$KYMR polling"  
[X Link](https://x.com/BowTiedBiotech/status/1997725029216473594)  2025-12-07T17:48Z 21.7K followers, 1128 engagements


"Thoughts $1.5B mcap $COPN.SW"  
[X Link](https://x.com/BowTiedBiotech/status/1997733656996331820)  2025-12-07T18:23Z 21.7K followers, 9034 engagements


"Randomized oncology is where good ideas go to get audited. Historically 3040% of randomized Ph3 oncology trials hit their primary endpoint even when Ph2 looks encouraging. Tomorrow 5:30am our thoughts on the upcoming $IDYA catalyst from darova + crizo in 1L metastatic uveal melanoma"  
[X Link](https://x.com/BowTiedBiotech/status/1997812661975683519)  2025-12-07T23:37Z 21.7K followers, 2921 engagements


"$KYMR KT-621 AD readout real or mirage Mr Market sees the promise +20% Reminder we are talking Oral STAT6 degrader in moderatesevere AD. STAT6 sits at the IL-4/IL-13 choke point so this is an oral biologic in spirit. PD looks the part STAT6 XX% in blood XX% in skin by Day XX Th2 cascade moves directionally correct Clinical at X weeks (OL n=22) EASI XX% EASI-75 XX% vIGA 0/1 XX% Itch XX% onset by Day X Safety: no SAEs or related TEAEs no conjunctivitis or oral herpes clean labs and ECG Benchmark: dupi at XX weeks lands 4451% EASI-75 and 6972% mean EASI with a real placebo gap. KT-621 has to"  
[X Link](https://x.com/BowTiedBiotech/status/1998007195909095908)  2025-12-08T12:30Z 21.7K followers, 3161 engagements


"Oral therapies with biologics-like activity If you are excited about STAT6 wait until you hear about TL1A Way more to come on oral biologics - pick your favorite cytokine - exciting times. Congrats to $KYMR team"  
[X Link](https://x.com/BowTiedBiotech/status/1998007666963095893)  2025-12-08T12:32Z 21.7K followers, 5907 engagements


"$WVE +50% 🐂 Why bulls are fired up Clear proof-of-biology: single XXX mg dose cut visceral fat XXX% total fat XXX% and increased lean mass +3.2% by Day XX on-mechanism for INHBE knockdown with XX% Activin E suppression and clean safety. Infrequent dosing profile fits an add-on/maintenance lane with GLP-1s (preserve lean deepen visceral-fat loss). Obesity scarcity + meaningful short interest = squeeze fuel. 🐻 What still isnt proven Headline stats are mostly within-arm; placebo-adjusted significance/CIs not shown. Weight change is modest (0.9% adj. at X mo); regulators still care about the"  
[X Link](https://x.com/BowTiedBiotech/status/1998013320771563846)  2025-12-08T12:54Z 21.7K followers, 7085 engagements


"How Microbiome & IRAK4 Biology Could Enhance Cardiometabolic Blockbuster Medicine - think implications to Ozempic/Wegovy $NVO Mounjaro/Zepbound $LLY Rinvoq $ABBV Repatha $AMGN Jardiance $LLY / Farxiga $AZN Lipitor $PFE and Rezdiffra $MDGL Inhibition of IRAK4 by microbial trimethylamine blunts metabolic inflammation and ameliorates glycemic control X key implications: X Microbiome = Kinase drugs We just found a gut metabolite that acts like a systemic IRAK4 inhibitor. Next step is a whole pipeline of metabologics that hit host kinases not just GPCRs. Over time that can start to compete or"  
[X Link](https://x.com/BowTiedBiotech/status/1998362587377832141)  2025-12-09T12:02Z 21.7K followers, 1935 engagements