#  @yaireinhorn Yair Einhorn Yair Einhorn posts on X about $lly, ceo, eli lilly, $xbi the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1238780417324580867/interactions)  - [--] Week [-------] +4% - [--] Month [---------] -26% - [--] Months [---------] +20% - [--] Year [----------] +10% ### Mentions: [--] [#](/creator/twitter::1238780417324580867/posts_active)  - [--] Week [--] -20% - [--] Month [---] -13% - [--] Months [-----] +30% - [--] Year [-----] +13% ### Followers: [------] [#](/creator/twitter::1238780417324580867/followers)  - [--] Week [------] +0.20% - [--] Month [------] +2.10% - [--] Months [------] +15% - [--] Year [------] +43% ### CreatorRank: [-------] [#](/creator/twitter::1238780417324580867/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 54.81% [finance](/list/finance) 19.23% [countries](/list/countries) 15.38% [cryptocurrencies](/list/cryptocurrencies) 8.65% [celebrities](/list/celebrities) 5.77% [automotive brands](/list/automotive-brands) 1.92% [technology brands](/list/technology-brands) 1.92% [travel destinations](/list/travel-destinations) 1.92% **Social topic influence** [$lly](/topic/$lly) #46, [ceo](/topic/ceo) #1703, [eli lilly](/topic/eli-lilly) #62, [$xbi](/topic/$xbi) #3, [in the](/topic/in-the) 14.42%, [$prme](/topic/$prme) 12.5%, [$crbu](/topic/$crbu) #1, [the most](/topic/the-most) 9.62%, [$crsp](/topic/$crsp) #6, [$beam](/topic/$beam) #30 **Top accounts mentioned or mentioned by** [@biomedicalrx](/creator/undefined) [@biopharmiq](/creator/undefined) [@mwb741](/creator/undefined) [@cariboubio](/creator/undefined) [@elonmusk](/creator/undefined) [@cbinsights](/creator/undefined) [@bradloncar](/creator/undefined) [@vervetx](/creator/undefined) [@skathire](/creator/undefined) [@zhaoweiasu](/creator/undefined) [@jessiechimni](/creator/undefined) [@collision](/creator/undefined) [@biotech2k1](/creator/undefined) [@radiogenoa](/creator/undefined) [@hhsgcmikestuart](/creator/undefined) [@davidrliu](/creator/undefined) [@biotechtvs](/creator/undefined) [@pfizer](/creator/undefined) [@3primeanalytica](/creator/undefined) [@geneinvesting](/creator/undefined) **Top assets mentioned** [Eli Lilly and Company (LLY)](/topic/$lly) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Caribou Biosciences, Inc. (CRBU)](/topic/$crbu) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [BEAM (BEAM)](/topic/$beam) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Synthetify (SNY)](/topic/$sny) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [AbbVie Inc (ABBV)](/topic/$abbv) [Verve Therapeutics Inc. (VERV)](/topic/$verv) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Novartis AG (NVS)](/topic/$nvs) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Sana Biotechnology, Inc. (SANA)](/topic/$sana) [Sanofi (SNY)](/topic/sanofi) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Johnson & Johnson (JNJ)](/topic/$jnj) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Metagenomi Technologies, LLC (MGX)](/topic/$mgx) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Abivax SA (ABVX)](/topic/$abvx) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) ### Top Social Posts Top posts by engagements in the last [--] hours "Another testimony of $LLY increasing dominance in the BioTech and Pharma ecosystem - especially after the recent acquisition of $VTYX and amid a possible $ABVX mega M&A deal - can be seen in this excellent @evaluatepharma ๐๐. While the patent cliff scenario is expected to affect most of the Big Pharma companies - $PFE $JNJ $NVS $BMY $ABBV $MRK $SNY and others the way it will impact each company varies greatly from one company to another. Unlike other Big Pharma companies Eli Lilly is expected to generate almost $50B in sales and to have a positive growth rate () while all of the other big" [X Link](https://x.com/yaireinhorn/status/2009604625645572273) 2026-01-09T12:34Z 18.5K followers, [----] engagements "10/In July [----] @CaribouBio announced that $PFE has made a $25M equity investment aimed to specifically fund the development of CB-011 - Caribous anti-BCMA CAR-T allogeneic Cell Therapy. This investment was done by purchasing 4.69M of $CRBU common shares. This collaboration between Pfizer and Caribou is very interesting and makes $CRBU a possible acquisition target for Pfizer. https://twitter.com/i/web/status/2021182804722082232 https://twitter.com/i/web/status/2021182804722082232" [X Link](https://x.com/yaireinhorn/status/2021182804722082232) 2026-02-10T11:21Z 18.5K followers, [----] engagements "According to this excellent @endpts piece it seems that the ๐ in the room - the fact that SyNTase resembles Prime Editing is in motion and that this resemblance might indeed spark an IP dispute between $CRSP and $PRME. https://endpoints.news/crispr-therapeutics-says-its-new-gene-editing-tool-is-a-significant-advance-over-prime-editing-prime-medicine-disagrees/ https://endpoints.news/crispr-therapeutics-says-its-new-gene-editing-tool-is-a-significant-advance-over-prime-editing-prime-medicine-disagrees/" [X Link](https://x.com/yaireinhorn/status/1982497833778553096) 2025-10-26T17:21Z 18.5K followers, [----] engagements "1/๐จWOW Novartis just announced that it is acquiring Avidity Biosciences and its entire new class of pioneering RNA therapeutics called Antibody Oligonucleotide Conjugates (AOCs) for the treatment of neuromuscular diseases. $NVS will pay $72 per $RNA share in cash - representing a premium of 46% to the closing share price on 10/24/25 and valuing the entire deal at $12B $XBI https://twitter.com/i/web/status/1982510827904405958 https://twitter.com/i/web/status/1982510827904405958" [X Link](https://x.com/yaireinhorn/status/1982510827904405958) 2025-10-26T18:13Z 18.5K followers, 35.5K engagements "This great Infograph by @CBinsights - demonstrates how Eli Lillys CEO Dave Ricks has managed to set the board in such a way that the companys success is almost imminent. This unique chess-like perspective is what makes $LLY a talented chess player while many others are still playing checkers https://twitter.com/i/web/status/2004633597345484954 https://twitter.com/i/web/status/2004633597345484954" [X Link](https://x.com/yaireinhorn/status/2004633597345484954) 2025-12-26T19:21Z 18.5K followers, [----] engagements "๐จWOW A mega deal in the BioTech and Pharma ecosystem - according to this exclusive report by WSJs @laurenthomas ๐งต๐with AbbVie supposedly buying the Cancer BioTech Revolution Medicines for more than [--] billion dollars What a way to start #JPM26 $ABBV $RVMD $XBI HUGE @WSJ M&A SCOOP: AbbVie is in advanced talks to buy cancer-drug biotech Revolution Medicines. $ABBV $RVMD https://t.co/HtI1PaRgox HUGE @WSJ M&A SCOOP: AbbVie is in advanced talks to buy cancer-drug biotech Revolution Medicines. $ABBV $RVMD https://t.co/HtI1PaRgox" [X Link](https://x.com/yaireinhorn/status/2009000069308272912) 2026-01-07T20:31Z 18.4K followers, 10.9K engagements "14/Prime Medicine is advancing PM647 into the clinic and expects to file an IND and/or CTA filing in mid-2026. The phase [--] studys goal will be to demonstrate PM647s ability to restore WT protein levels thus causing the liver to refunctoin. Initial PoC data is expected in [----]. $XBI $PRME https://twitter.com/i/web/status/2011534053615530344 https://twitter.com/i/web/status/2011534053615530344" [X Link](https://x.com/yaireinhorn/status/2011534053615530344) 2026-01-14T20:21Z 18.5K followers, [---] engagements "So far I have finished writing two comprehensive ๐งตwhich covered both $BEAM & $PRME #JPM26s presentations. $XBI Before I continue to write additional #JPM2026๐งตs Im interested in hearing your thoughts about which company - if at all - would you want me to write about next $CRSP $NTLA Other - please โ๐๐ $SANA $CRSP $NTLA Other - please โ๐๐ $SANA" [X Link](https://x.com/yaireinhorn/status/2011775636239716415) 2026-01-15T12:21Z 18.4K followers, [----] engagements "PRME BMY Prime Medicine (NASDAQ: $PRME) has made a very interesting presentation during BioTech and Pharma's most important event of the year - J.P. Morgan's Annual Healthcare Conference which took place last week in San Francisco California. In my opinion the most important and promising angle was Prime's announcement that it intends to submit INDs and to initiate clinical trails for both of its leading programs - PM577 for Wilson's disease and PM647 for AATD. Moving forward with its liver franchise and providing valid human clinical data could definitely increase the possibility of" [X Link](https://x.com/yaireinhorn/status/2014327597606310339) 2026-01-22T13:21Z 18.5K followers, 43.9K engagements "There is no doubt that narrowing $PRME clinical pipeline from [--] programs to four leading targets was a pivotal moment - as Ive written in my extensive article about Prime Medicine ๐งต๐. In this great interview - Prime Medicines CEO Allan Reine talks with @BiotechTVs @bradloncar about the process that he made when he entered the CEO position in narrowing the companys clinical pipeline and the rationale which led the company to choose Wilsons disease and alpha-1 antitrypsin deficiency (AATD) as their two main clinical targets. $XBI https://t.co/5QFeB5nkNL https://t.co/5QFeB5nkNL" [X Link](https://x.com/yaireinhorn/status/2014365364352582126) 2026-01-22T15:51Z 18.5K followers, 10.9K engagements "As Ive written in my extensive article about Prime Medicine ๐งตโthere is no doubt that narrowing $PRME clinical pipeline from [--] programs to four leading targets was a pivotal moment. In this great interview - Prime Medicines CEO Allan Reine talks with @BiotechTVs @bradloncar about the process that he made when he entered Primes CEO position in narrowing the companys clinical pipeline and the rationale which led the company to choose Wilsons disease and alpha-1 antitrypsin deficiency (AATD) as their two main clinical targets. $XBI https://twitter.com/i/web/status/2014395589379629244" [X Link](https://x.com/yaireinhorn/status/2014395589379629244) 2026-01-22T17:51Z 18.5K followers, [----] engagements "A possible answer for a question which Im asked a lot - is there a true viable business model for one & done Gene Therapy / Gene Editing treatments and for CRISPR companies such as $PRME $BEAM $NTLA $CRSP $CRBU $MGX $LCTX $SANA can be seen in this interesting ๐๐taken from @ARKInvests excellent Big Idea [----] analysis. As an example for the massive value which a one-time Gene Editing therapy could generate - the Ark team chose the case of @intelliatxs Lonvo-z for the treatment of hereditary angioedema (HAE). According to Arks analysts if all of the HAE patients (7000) were to receive Lonvo-z" [X Link](https://x.com/yaireinhorn/status/2014727625424433432) 2026-01-23T15:51Z 18.4K followers, [----] engagements "There is one big question regarding $PRME which intrigues me and that I havent got the answer for yet The first thing that I was looking for in @PrimeMedicines #JPM26 update ๐งต๐was a sign or a mention of PERT - @davidrlius latest platform which uses Prime Editing to converted a regular tRNA gene into a highly optimized suppressor tRNA thus enabling permanent readthrough of premature stop codons and that could potentially provide a one-time curative treatment for countless nonsense mutations which are responsible for almost one-third of all human genetic diseases If PERTs IP would be" [X Link](https://x.com/yaireinhorn/status/2015458124530958718) 2026-01-25T16:13Z 18.5K followers, 10.5K engagements "Let me clarify this issue the way I see it. The most important thing to understand here is that either way - $PRME will substantially benefit from this new and cutting-edge technology There are two valid options - the first option is that PERT would be developed under $PRME and the second is that a new company will be formed in order to advance its development. In both cases $PRME would benefit - either by expanding its pipeline and scientific and commercial scope (the first option) or by issuing a license for the new formed company to use prime editing which means an upfront payment and" [X Link](https://x.com/yaireinhorn/status/2015535208473190551) 2026-01-25T21:20Z 18.5K followers, [----] engagements "So the Merck - Revolution plot thickens. According to this exclusive report by WSJs @laurenthomas & @jonathanrockoff $MRK - which recently held talks to acquire $RVMD in a deal valued at $30B has announced that it is longer in discussions with Revolution Medicines regarding a possible acquisition. This is the second potential deal that has fallen through after earlier this month $ABBV - which was also in advanced talks for a deal for Revolution๐งต๐ has also announced that it is no longer in discussions with Revolution. $XBI ๐จWOW A mega deal in the BioTech and Pharma ecosystem - according to" [X Link](https://x.com/yaireinhorn/status/2015837522887143503) 2026-01-26T17:21Z 18.5K followers, [----] engagements "@crisprspace IMO its not related to shorts but rather to the bad $RGNX news about a brain tumor that was found in a patient who was administered with their Gene Therapy which led the FDA toplace clinical holds on two of Regenxbios Gene Therapies" [X Link](https://x.com/yaireinhorn/status/2016545663740236051) 2026-01-28T16:15Z 18.4K followers, [---] engagements "2/After decades in which Americans paid almost three times what other wealthy nations paid for the same branded prescription drugs - things seem to be finally in motion. Last year - after President Trump threatened the Pharma industry that he will pose crushing tariffs on their products most of the big Pharma companies and other drugmakers have finally agreed to charge U.S. consumers no more than what other wealthy countries pay for newly launched medicines as part of President Trumps newly Most Favoured Nation or MFN policy. $XBI https://twitter.com/i/web/status/2017216807682101657" [X Link](https://x.com/yaireinhorn/status/2017216807682101657) 2026-01-30T12:42Z 18.4K followers, [---] engagements "3/Of course there are two ways of achieving this goal - drugmakers could either lower their prices domestically in the U.S or they could raise their prices outside of the United States and thus to prevent a steep decline in drug prices by raising the average drug price when compared with non-U.S. markets. Now it seems that the big Pharma companies have finally chosen the path in which they want to move forward. https://twitter.com/i/web/status/2017229712767017099 https://twitter.com/i/web/status/2017229712767017099" [X Link](https://x.com/yaireinhorn/status/2017229712767017099) 2026-01-30T13:33Z 18.4K followers, [---] engagements "7/The need for higher international prices is obvious - while the U.S. share in the global economy is 25% it generates 70% () of the big Pharma companies profits hence Pharma huge R&D investments are practically being paid by the American consumers which are subsidising the rest of the world. ๐งต๐ The big question remains whether big Pharma companies would just raise their prices in international non-U.S. markets or whether President Trumps new MFN policy will indeed be effective for the American patient and his family. This WSJ ๐ shows exactly what is wrong with healthcare in America While" [X Link](https://x.com/yaireinhorn/status/2017559123164889102) 2026-01-31T11:22Z 18.5K followers, [----] engagements "Here is Eli Lillys $LLY CEO Dave Ricks - one of the top-notch CEOs in the Pharma and BioTech ecosystem explaining how the massive R&D investments needed in order to develop new drugs are practically being paid by American consumers which are subsidising the rest of the developed world. This short segment is taken from Dave Ricks excellent conversation with Stripes co-founder John @collision in the Cheeky Pint podcast. $XBI https://twitter.com/i/web/status/2017604637205938213 https://twitter.com/i/web/status/2017604637205938213" [X Link](https://x.com/yaireinhorn/status/2017604637205938213) 2026-01-31T14:23Z 18.5K followers, [---] engagements "@BillAckman We all know how this movie ended the last time around" [X Link](https://x.com/yaireinhorn/status/2017625396729028609) 2026-01-31T15:45Z 18.5K followers, [----] engagements "$BEAM - An article which summarises @BeamTxs #JPM26 presentation ๐งต๐ https://t.co/pwboj13PmA https://t.co/pwboj13PmA" [X Link](https://x.com/yaireinhorn/status/2017951450517622871) 2026-02-01T13:21Z 18.5K followers, [----] engagements "@BeamTx $PRME - An article which summarises @PrimeMedicines #JPM26 presentation ๐งต๐ https://t.co/5QFeB5nkNL https://t.co/5QFeB5nkNL" [X Link](https://x.com/yaireinhorn/status/2017966764395524115) 2026-02-01T14:22Z 18.5K followers, [----] engagements "@MichaelAArouet This is could explain this staggering FT Infograph which shows the utter collapse of Volkswagen - THE crown jewel of the German auto industry which is one of the most important sectors in the German economy if not the most important one Germany fell asleep and lost the trade war" [X Link](https://x.com/yaireinhorn/status/2018313802656178432) 2026-02-02T13:21Z 18.5K followers, [----] engagements "9/This SCID Gene Therapy case demonstrates the great potential of Gene Therapies to cure rare genetic diseases but also of the hurdles to bring these cures to patients. The next generation of genetic medicine are the Gene Editing tools - Nobel Prize-winning CRISPR technology and more advanced Gene Editing platforms such as Base and Prime Editing. Unlike Gene Therapy which inserts a specific gene into the patients cells - these platforms can correct the patients own DNA and thus fixing the root cause of the disease. But these state of the art tools are also facing the same challenges" [X Link](https://x.com/yaireinhorn/status/2018404436788281346) 2026-02-02T19:21Z 18.5K followers, [---] engagements "11/Another and more recent example of how huge scientific advancements are not materialised into treatments for patients is $PRME PM359 program for curing CGD. Although proven as a potential treatment for curing chronic granulomatous disease (CGD) - a genetic disease in which the patients white blood cells are unable to protect the body from harmful bacteria & fungi $PRME has decided to discontinue its clinical development due to lack of sufficient commercial potential. https://twitter.com/i/web/status/2018420798076407859 https://twitter.com/i/web/status/2018420798076407859" [X Link](https://x.com/yaireinhorn/status/2018420798076407859) 2026-02-02T20:26Z 18.5K followers, [----] engagements "@Biotech2k1 I firmly disagree here. There are a few interesting thoughts on the issue of the price model which is relevant for these genetic modalities and Eli Lillys CEO Dave Ricks said that $LLY has come up with some very interesting ideas ๐ Here is another short and excellent segment (0:47) from Eli Lillys CEO Dave Ricks - one of the top CEOs in the Pharma and BioTech ecosystem in-depth conversation with Stripes co-founder John collision in the Cheeky Pint podcast in which Dave wonderfully describes the https://t.co/gWopJOIvP4 Here is another short and excellent segment (0:47) from Eli" [X Link](https://x.com/yaireinhorn/status/2019059191386607903) 2026-02-04T14:43Z 18.4K followers, [---] engagements "@collision @dwarkesh_sp @elonmusk WOW - this is huge Cheeky Pint is definitely one of my most favourite podcasts and the episode that you did with Dave Ricks - the CEO of Eli Lilly $LLY was a true masterpiece Kudos for an excellent job and Godspeed" [X Link](https://x.com/yaireinhorn/status/2019119901395546374) 2026-02-04T18:44Z 18.5K followers, [----] engagements "๐จWOW After reading this $NVO press release๐it seems that Novo Nordisk has finally declared an all out war against $HIMS and intend to launch a fierce legal warfare to protect its intellectual property rights - something which IMHO the company should have done a long time ago The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. Novo Nordisk will take legal & regulatory action to protect patients our intellectual property & the integrity of the US gold-standard drug approval framework. This is another example of Hims & Hers' historic behaviour" [X Link](https://x.com/yaireinhorn/status/2019491562103681223) 2026-02-05T19:21Z 18.4K followers, [----] engagements "This excellent @CBinsights Infograph of Eli Lillys strategy map is perhaps the best explanation for Eli Lillys phenomenal success and what drives $LLY to invest so much in R&D - even more than what Germany invest. Both the massive investment in BioTech R&D - $14B in [----] alone but moreover Eli Lillys broad scope of clinical assets and BioTech collaborations are in my opinion THE key pillars behind the companys success. The manner in which Eli Lillys CEO Dave Ricks has managed to set the board is exactly what makes $LLY a talented chess player while many other big Pharma companies are still" [X Link](https://x.com/yaireinhorn/status/2019514263023599940) 2026-02-05T20:51Z 18.5K followers, [---] engagements "Maybe instead of trying to hurt and free speech you should take a close look on this WSJ excellent ๐๐which shows a sharp & rapid decline in European innovation stance which translates into its small global share of private tech companies valued $1B - compared to the American & the Chinese share You and your policies are exactly the reason why no entrepreneur in his right mind will choose to open his company or to stay and operate in Europe" [X Link](https://x.com/yaireinhorn/status/2019810486351438118) 2026-02-06T16:28Z 18.5K followers, [----] engagements "Another testimony of Eli Lillys far-sighted strategy and how it helps $LLY to strengthen its dominance in the BioTech and Pharma sector can be seen in this excellent @evaluatepharma ๐๐. While the patent cliff scenario is expected to affect most of the Big Pharma companies - $PFE $JNJ $NVS $BMY $ABBV $MRK $SNY and others the way it will impact each company varies greatly from one company to another. Unlike other Big Pharma companies - and mainly due to its intensive investment in R&D๐งต๐while all of the other Pharma companies - except $NVO are expected to have negative growth rates by 2030" [X Link](https://x.com/yaireinhorn/status/2019886984630555132) 2026-02-06T21:32Z 18.5K followers, [----] engagements "@constantin_t @RadioGenoa That is an absolute lie Why should we help to bring Muslim immigrants to after 10/7 - the most horrendous attack on our people since the holocaust As a Jew with strong European roots I support the national identity of every European country & respect my Christian brothers" [X Link](https://x.com/yaireinhorn/status/2020074843224313929) 2026-02-07T09:59Z 18.5K followers, [---] engagements "@constantin_t @RadioGenoa As far as Im concerned Alex Soros is not one of us There is nothing in his lifestyle - to the best of my knowledge - that has Jewish ties and he never visited Israel or supported us. He supports Mamdani in New York and many anti-Israel politicians like @AOC. He is a disgrace" [X Link](https://x.com/yaireinhorn/status/2020080709356925340) 2026-02-07T10:22Z 18.5K followers, [---] engagements "@KwiatBerlin @RadioGenoa For sure First round of ๐ป is on me๐โค" [X Link](https://x.com/yaireinhorn/status/2020167087604277351) 2026-02-07T16:05Z 18.4K followers, [--] engagements "๐จ Here is the first official comment from $HIMS after the federal health agency announced that it is referring Hims & Hers to the Justice Department for potential violations of the federal Food Drug and Cosmetic Act๐งต๐. A spokesperson for Hims & Hers told the Wall Street Journal that Hims & Hers has always operated with a deep commitment to the safety and best interests of consumers and in compliance with applicable law. Interesting ๐ค $XBI I never really understood how $HIMS was allowed in the first place to practically built its entire business model by relying on other BioTech and Pharma" [X Link](https://x.com/yaireinhorn/status/2020223826974634081) 2026-02-07T19:51Z 18.5K followers, [----] engagements "Its quite simple actually. Angela Merkel thought that Middle Eastern immigrants would replace German workers who have retired but the just opposite happened Instead of paying German pensions they are costing unprecedented sums of social security payments The chart shows this clearly - Germany is lost And if the strongest nation in Europe is at a tipping point - the rest of the EU will soon follow unfortunately. https://twitter.com/i/web/status/2020533655957819867 https://twitter.com/i/web/status/2020533655957819867" [X Link](https://x.com/yaireinhorn/status/2020533655957819867) 2026-02-08T16:22Z 18.5K followers, [---] engagements "With all due respect to Bad Bunnys upcoming #SuperBowlLX halftime show - it is still no match to the most iconic Super Bowl halftime show that ever took place๐ @drdre is a wizard ๐ง because what he did was as close to magic as it gets - he simply made us all young again ๐โค" [X Link](https://x.com/yaireinhorn/status/2020599700332945803) 2026-02-08T20:44Z 18.5K followers, [----] engagements "@elonmusk No wonder why The ARK team & @CathieDWood just released a very interesting analysis of one of the most interesting companies operating today - @SpaceX. With an Expected Value ranging from $1.7T (Bear) to $3.1T (Bull) - ARK foresees an expected value for SpaceX of $2.5T in 2030" [X Link](https://x.com/yaireinhorn/status/2020963293574418913) 2026-02-09T20:49Z 18.5K followers, [---] engagements "Heres a ๐งตwith my #JPM26 presentation summaries of the different public CRISPR companies - $BEAM $PRME & $CRSP ๐. Each summary - although based on the companys own presentation is my own subjective impression & is by no means a financial advice. Please do your own DD ๐ $XBI https://t.co/bzmcG6dEtw https://t.co/bzmcG6dEtw" [X Link](https://x.com/yaireinhorn/status/2017936236761981330) 2026-02-01T12:21Z 18.5K followers, [----] engagements "@unusual_whales According to the Wall Street Journal ๐๐Taiwan was definitely one of the main beneficiaries of the previous tariff system - due to its developed chip manufacturing capabilities via companies like TSMC & could stand to lose a great deal unless a new bargain with the U.S is struck" [X Link](https://x.com/yaireinhorn/status/2022300658213228887) 2026-02-13T13:23Z 18.5K followers, [---] engagements "5/Gileads two strongest growth engines are $GILD HIV treatments and its Oncology portfolio. In Gileads Q2 ER the company beat top-and bottom-line expectations while saying that its core HIV business is projected to generate higher revenue for the segment - mainly from its latest new launched HIV drug - Yeztugo. Oncology is also doing well with Gileads Trodelvy Antibody-Drug Conjugate - ADC and has returned to 14% growth YoY (Year over Year)" [X Link](https://x.com/yaireinhorn/status/1991950023630688649) 2025-11-21T19:21Z 18.5K followers, [---] engagements "Here is an excellent answer for a question which Im asked a lot - could there be a viable business model for a one & done Gene Therapy treatment and for CRISPR companies such as $PRME $BEAM $NTLA $CRSP $CRBU $MGX $LCTX $SANA and more. During his excellent conversation with Stripes co-founder John collision in the Cheeky Pint podcast Dave Ricks - Eli Lillys CEO described $LLY recent Gene Editing asset - $VERV-102 which was acquired by Lilly as part of the Verve Theraputics acquisition ๐งต๐ and also presented a new and interesting business model - a multi-year licensing model for genetic" [X Link](https://x.com/yaireinhorn/status/1993656480172556725) 2025-11-26T12:21Z 18.5K followers, 39.7K engagements "@CBinsights One of the most interesting aspects in $LLY evolving chessboard is of course the Gene Editing and CRISPR one. [--] months ago $LLY has become a leading player in this space as well after it had acquired $VERV for $1.3B - $1B in upfront payment +$300M based on clinical milestones๐งต๐ 1/๐จ๐จWOW Eli Lilly has just announced that it is buying Verve Therapeutics in the first-ever acquisition of a Gene Editing company $LLY will acquire $VERV for $1.3B - an upfront payment of $1B & $300M based on achieving clinical milestones. Congrats to @skathire & @VerveTx https://t.co/kq0urqquEq" [X Link](https://x.com/yaireinhorn/status/2004663909178052886) 2025-12-26T21:21Z 18.5K followers, [----] engagements "In this great #JPM26 ๐งต๐interview - BEAMs CEO @john_evans3 & @BiotechTVs @bradloncar talk about $BEAM-302s recent alpha-1 antitrypsin deficiency readout Base Editings ability to correct a single letter in the PiZ mutation & BEAM accelerated regulatory pathway $XBI #JPM2026 1/@BeamTxs #JPM26 excellent presentation emphasised its strategic priorities & future milestones for [----]. Heres my๐งต๐which elaborates on BEAMs current pipeline the regulatory breakthroughs that $BEAM has managed to negotiate with the FDA & its corporate status $XBI #JPM2026 https://t.co/kK7Q1YVjOV 1/@BeamTxs #JPM26" [X Link](https://x.com/yaireinhorn/status/2011179252536709181) 2026-01-13T20:51Z 18.5K followers, [----] engagements "This excellent WSJ ๐ shows exactly the rationale behind President Trumps new MFN (Most Favored Nation) drug prices policy which intends to force big Pharma companies and other drugmakers to reduce the price of their products being sold in to the lowest rate that they are currently being sold in other developed countries such as Europe the U.K Australia etc. This chart shows that American consumers pay about three times () more than what consumers in other wealthy nations pay for the exact same branded prescription drugs This tremendous price gap between Europe and the U.S means that the U.S" [X Link](https://x.com/yaireinhorn/status/2015761907454550134) 2026-01-26T12:21Z 18.5K followers, 12.3K engagements "1/In this great piece - WSJs excellent columnist @david_wainer is shedding light on a very interesting and somewhat predicted outcome of President Trumps Most Favoured Nation (MFN) new drug prices policy - which is trying to resolve a structural anomaly in the BioTech and Pharma ecosystem in which American consumers pay roughly three times more () than what consumers in other wealthy nations pay ๐งต๐for the exact same branded prescription drugs Although President Trumps new MFN policy intended to force big Pharma companies and other drugmakers to reduce the price of their products being sold" [X Link](https://x.com/yaireinhorn/status/2017213062709666110) 2026-01-30T12:27Z 18.5K followers, 35.8K engagements "Here is Eli Lillys $LLY CEO Dave Ricks - one of the top-notch CEOs in the Pharma and BioTech ecosystem explaining how the massive R&D investments needed in order to develop new drugs are practically being paid by American consumers which are subsidising the rest of the developed world ๐งต๐. This short segment is taken from Dave Ricks excellent conversation with Stripes co-founder John @collision in the Cheeky Pint podcast. $XBI 1/In this great piece - WSJs excellent columnist @david_wainer is shedding light on a very interesting and somewhat predicted outcome of President Trumps Most Favoured" [X Link](https://x.com/yaireinhorn/status/2017339981304631330) 2026-01-30T20:51Z 18.5K followers, 35K engagements "10/One of the main advocates of this issue - the incomprehensible gap between the huge clinical promise of these treatments for patients and the regulatory and commercial setbacks is Prof. @davidrliu - the inventor of Base and Prime Editing and the Co-founder of $BEAM & $PRME who also tried to solve this issue by recently presenting a new modality that has the potential to generate a basket treatment for several genetic diseases in one treatment. ๐งต๐ IMO the most important scientific event this week was the publication of @davidrlius new Nature article ๐งต๐in which he presented a new and" [X Link](https://x.com/yaireinhorn/status/2018411877039218953) 2026-02-02T19:51Z 18.5K followers, [----] engagements "@elonmusk This great infograph demonstrates just how dominant @elonmusk & SpaceX are in the current space industry landscape. Out of the [--] existing space rockets - NASAs SLS flew only once Jeff Bezos New Glenn is a prototype & electron is a toy. SpaceXs Starship & falcon [--] for the win" [X Link](https://x.com/yaireinhorn/status/2018785239120884117) 2026-02-03T20:34Z 18.5K followers, [----] engagements "While many are amazed by Eli Lillys fantastic success and by its superiority over $NVO not many are aware to the fact that according to Eli Lillys CEO Dave Ricks - $LLY has invested $14B () in BioTech R&D this year which is more than what Germany has invested ๐งต๐ $XBI ๐จ Yesterday the German chancellor - @Bundeskanzler spoke about the Pharma & BioTech industry in Germany. According to him more than [-----] jobs were created in [----] & companies like $RHHBY & others intend to invest 7B () in . Europe is making BioTech great again $XBI https://t.co/HafkfseQ3d ๐จ Yesterday the German chancellor -" [X Link](https://x.com/yaireinhorn/status/2019409893586006174) 2026-02-05T13:56Z 18.5K followers, 21.8K engagements "@collision @dwarkesh_sp @elonmusk WOW - this is huge Cheeky Pint is definitely one of my most favourite podcasts and the episode that you did with Dave Ricks - the CEO of Eli Lilly $LLY was a true masterpiece ๐งต๐ Kudos for an excellent job and Godspeed Here is Eli Lillys $LLY CEO Dave Ricks - one of the top-notch CEOs in the Pharma and BioTech ecosystem explaining how the massive R&D investments needed in order to develop new drugs are practically being paid by American consumers which are subsidising the rest of the https://t.co/mOaeVqWFSf Here is Eli Lillys $LLY CEO Dave Ricks - one of the" [X Link](https://x.com/yaireinhorn/status/2019463339932303542) 2026-02-05T17:29Z 18.5K followers, [----] engagements "This excellent @CBinsights Infograph of Eli Lillys strategy map is perhaps the best explanation for Eli Lillys phenomenal success. Both the massive investment in BioTech R&D - $14B in [----] alone ๐งต๐- but moreover $LLY broad scope of clinical assets and BioTech collaborations are IMO THE key pillars behind the companys success. The manner in which Eli Lillys CEO Dave Ricks has managed to set the board is exactly what makes $LLY a talented chess player while many other big Pharma companies are still playing checkers $XBI While many are amazed by Eli Lillys fantastic success and by its" [X Link](https://x.com/yaireinhorn/status/2019483936192114733) 2026-02-05T18:51Z 18.5K followers, [----] engagements "๐จ $BEAM has just announced that on January [--] [----] Carole Ho provided the company with notice of her resignation from @BeamTx board of directors effective as of February [--] [----]. According to the company Dr. Hos decision to resign did not result from any disagreement with the company on any matter relating to the companys operations policies or practices. Personally Im not a fan of sudden changes in a companys C-suite or board of directors. Its never a good sign $XBI https://twitter.com/i/web/status/2019521866478895144 https://twitter.com/i/web/status/2019521866478895144" [X Link](https://x.com/yaireinhorn/status/2019521866478895144) 2026-02-05T21:21Z 18.5K followers, [----] engagements "I never really understood how $HIMS was allowed in the first place to practically built its entire business model by relying on other BioTech and Pharma companies IP - mainly $NVO & $LLY proprietary obesity drugs. That is why this statement by @HHSGCMikeStuart - that he referred $HIMS to the Department of Justice for investigation for potential violations of the Federal Food Drug & Cosmetic Act was in many ways predicated and somewhat long overdue Although I feel bad for many of the companys shareholders Im afraid that this statement is the equivalent of game over for Hims & Hers. $XBI Here" [X Link](https://x.com/yaireinhorn/status/2020110664530801132) 2026-02-07T12:21Z 18.5K followers, 29K engagements "@ranianasis @HHSGCMikeStuart @HHSGov @DrMakaryFDA @himshouse @A_May_MD Either way this is bad news for $HIMS. I also think it has a lot to do with the change of management in Novo Nordisk (not Novartis) and the new CEO wants to show that he means business" [X Link](https://x.com/yaireinhorn/status/2020201041367597095) 2026-02-07T18:20Z 18.5K followers, [---] engagements "2/Multiple myeloma is a type of blood cancer that develops in the patients bone marrow when plasma cells become cancerous and produce abnormal proteins instead of functional antibodies. Common symptoms include persistent bone pain (often back or ribs) fatigue frequent infections kidney damage and high calcium levels. While modern treatments (chemotherapy targeted therapy stem cell transplants) can manage the disease for years - Multiple myeloma is still considered incurable and present a significant unmet medical need" [X Link](https://x.com/yaireinhorn/status/2020853942339395973) 2026-02-09T13:35Z 18.5K followers, [---] engagements "3/CB-011 is an alogeneic anti-BCMA CAR-T Cell Therapy using $CRBU Cas12a CRISPR hybrid RNA-DNA (chRDNA) technology aimed to insert an anti-BCMA CAR expression into the TRAC gene and thus to knock out B2M to boost the persistence of antitumor activity and to reduce rejection" [X Link](https://x.com/yaireinhorn/status/2020858591805165852) 2026-02-09T13:53Z 18.5K followers, [----] engagements "@Andre_AGTC @novonordisk IMO this one of the main reasons for the ousting of the former CEO and the deep change the was made in $NVO board of directors. This could only mean one thing ๐" [X Link](https://x.com/yaireinhorn/status/2020872330054910218) 2026-02-09T14:48Z 18.5K followers, [---] engagements "5/The CaMMouflage clinical trial is a multicenter open-label phase [--] trial evaluating CB-011 in adults with r/r MM who have been treated with three or more prior lines of therapy. Using a 3+3 dose escalation design safety and efficacy of CB-011 were evaluated in [--] patients at multiple dose levels and two different lymphodepletion (LD) regimens" [X Link](https://x.com/yaireinhorn/status/2020889559798555088) 2026-02-09T15:56Z 18.5K followers, [---] engagements "6/In the dose escalation portion of $CRBU CaMMouflage phase [--] clinical trial safety and efficacy of CB-011 were evaluated in [--] fourth-line and later (4L+) patients at multiple dose levels and following two different lymphodepletion - LD regimens. Thirty-five patients were treated with the selected lymphodepletion (LD) regimen of [---] mg/m2 cyclophosphamide and [--] mg/m2fludarabine daily for three days. A single dose of CB-011 preceded by the selected LD regimen resulted in responses at all dose levels evaluated (150x106 N=6 300x106 N=13 450x106 N=13 and 800x106 N=3 CAR-T cells). The 450x106" [X Link](https://x.com/yaireinhorn/status/2020918719590125863) 2026-02-09T17:52Z 18.5K followers, [---] engagements "@BiomedicalRX @CaribouBio Thank you for your kind words dear friend After the recent multiple CAR T acquisitions - $CRBU might be an interesting candidate for big Pharma as well" [X Link](https://x.com/yaireinhorn/status/2020946641877074200) 2026-02-09T19:43Z 18.5K followers, [---] engagements "9/CB-011 had a manageable safety profile across all dose levels and lymphodepletion regimens (N=48) with no cases of graft-versus-host disease (GvHD) immune effector cell-associated enterocolitis (IEC-EC) parkinsonism or cranial nerve palsies. Notable adverse events in the RDE cohort included one CB-011-related grade [--] immune effector cell-associated hematotoxicity (ICAHT) on day [--] one grade [--] pneumonia not related to CB-011 on day [--] and one grade [--] CB-011-related Guillain-Barr Syndrome on day [---] which is resolving. In the cohort evaluating the 300x106 CAR-T cell dose level following the" [X Link](https://x.com/yaireinhorn/status/2021084840213283089) 2026-02-10T04:52Z 18.5K followers, [---] engagements "This excellent FT ๐ tells the whole story behind the catastrophic German decision regarding its energy sector - giving up on its nuclear power which led to high energy prices - often twice than its competitors. This decision made German products uncompetitive on a global level and led to the collapse of the German industry and possibly even to the collapse of the entire German economy" [X Link](https://x.com/yaireinhorn/status/2021231961675608484) 2026-02-10T14:37Z 18.5K followers, [----] engagements "11/This CaMMouflage phase [--] excellent readout has demonstrated that CB-011 is capable of delivering deep and durable responses in high-risk heavily pretreated multiple myeloma cancer patients along with a favourable safety profile. This data also emphasises CB-011s potential to be a best-in-class allogeneic CAR-T Cell Therapy that could expand access and provide a therapeutic pathway for Cancer patients who urgently need a therapy for their medical condition. The fact that Pfizer has invested substantial resources and is monitoring CB-011 up close means that the potential is definitely there." [X Link](https://x.com/yaireinhorn/status/2021273224491958645) 2026-02-10T17:21Z 18.5K followers, [---] engagements "@BiomedicalRX @pfizer @CaribouBio @AlbertBourla Since this collaboration with $PFE was signed it has hardly been mentioned by $CRBU. It not even mentioned in the companys updated corporate presentation although its still valid. @CaribouBio" [X Link](https://x.com/yaireinhorn/status/2021321998043939062) 2026-02-10T20:34Z 18.5K followers, [---] engagements "@CaribouBio @pfizer I have a small but important request to ask - If you found my post to be interesting & useful please BOOKMARK it ๐งต๐so that those on who are interested in Gene editing CRISPR & BioTech will be able to access it. Each bookmark increases its reach by [---] times $XBI $CRBU $PFE 1/๐จWOW $CRBU has presented updated clinical data from @CaribouBio ongoing CB-011 CaMMouflage phase [--] clinical trial in cancer patients with relapsed or refractory multiple myeloma (r/r MM). The CB-011 CaMMouflage phase [--] translational and clinical data - which was presented at https://t.co/emfrwEHgux" [X Link](https://x.com/yaireinhorn/status/2021341292228379063) 2026-02-10T21:51Z 18.5K followers, [----] engagements "@FalkTG Frankfurt is truly amazing and I absolutely agree that it is much better than Paris in every possible aspect" [X Link](https://x.com/yaireinhorn/status/2021620787678163154) 2026-02-11T16:22Z 18.5K followers, [---] engagements "@WatcherGuru IMO @neuralinks attempt to treat vision loss is an historical moment in human history - No less After @SpaceXs huge success Im super excited & once again amazed by the scale of innovation that @elonmusk & the Neuralink team are generating in our lives. Godspeed $XBI $TSLA" [X Link](https://x.com/yaireinhorn/status/2021637088978796637) 2026-02-11T17:26Z 18.5K followers, [---] engagements "@vonderleyen The situation in the Pharma and BioTech ecosystem is an absolute disaster According to Eli Lillys CEO Dave Ricks - $LLY has invested $14B () in BioTech R&D this year which is more than what Germany has invested ๐งต๐ So far for European innovation While many are amazed by Eli Lillys fantastic success and by its superiority over $NVO not many are aware to the fact that according to Eli Lillys CEO Dave Ricks - $LLY has invested $14B () in BioTech R&D this year which is more than what Germany has invested ๐งต๐ $XBI https://t.co/96iOJ6DAFi While many are amazed by Eli Lillys fantastic" [X Link](https://x.com/yaireinhorn/status/2021681214696944023) 2026-02-11T20:22Z 18.5K followers, [---] engagements "@Kalshi Thats amazing but as someone who gives every dollar earned back to the community and has gifted over [--] premium subscriptions - all paid from my content creator revenue program I think that should reward gifting and verifying other creators on . Godspeed As promised ๐งต๐- another premium subscription was just gifted to a member of the community from my personal creator program revenues - my eleventh () Premium subscription gifted so far Again I want to thank you all for your constant support & encouragement Godspeed https://t.co/XP7Oh7u09V As promised ๐งต๐- another premium" [X Link](https://x.com/yaireinhorn/status/2021688260993413619) 2026-02-11T20:50Z 18.5K followers, [---] engagements "@zhaoweiasu I could co-sign your post in a heartbeat My only comfort is that Forbes has little to no influence on the scientific communitys & the general publics appreciation of @davidrliu and Im sure that many appreciate his meaningful contribution to science and innovation. Their loss" [X Link](https://x.com/yaireinhorn/status/2022182227581575356) 2026-02-13T05:33Z 18.5K followers, [---] engagements "Heres a great video in which $CRSP CEO @CrisprSam explains in laymans terms what is CRISPR how CASGEVY - the first FDA approved CRISPR therapy works and explains how @CRISPRTX intends to expand and advance its vast pipeline of programs for both rare & common diseases $XBI ๐งต๐ https://t.co/bzmcG6dEtw https://t.co/bzmcG6dEtw" [X Link](https://x.com/yaireinhorn/status/2016901986768064866) 2026-01-29T15:51Z 18.5K followers, [----] engagements "@RealJamesWoods Thank you dear James for your constant support and encouragement What all of our haters keep forgetting is the minor fact that โก are a nation as old as time - many have tried to kill us & yet here we stand prosperous in our homeland-the land of Israel We are IRONCLAD" [X Link](https://x.com/yaireinhorn/status/2021622434655613424) 2026-02-11T16:28Z 18.5K followers, 32.8K engagements "๐จWOW @Sanofi's CEO was just ousted The companys board of directors met on February [--] [----] and decided not to renew the Director mandate of Paul Hudson As a result Paul Hudsons last day as $SNY CEO will be on February [--] [----] at the end of business. The board has appointed Beln Garijo - Merck KGaA as Chief Executive Officer. $XBI https://twitter.com/i/web/status/2021923996644639044 https://twitter.com/i/web/status/2021923996644639044" [X Link](https://x.com/yaireinhorn/status/2021923996644639044) 2026-02-12T12:27Z 18.5K followers, 12.4K engagements "The key element which will allow Germany to reclaim its position as a global industrial leader is of course cheep and affordable energy This excellent FT ๐ ๐tells the story behind Germanys catastrophic decision regarding its energy sector - especially to give up its nuclear power which led to high energy prices often twice than its competitors. This decision made German products uncompetitive on a global level and led to the collapse of the German industry In order to fix this Germany must go nuclear again Godspeed https://twitter.com/i/web/status/2022212536565661889" [X Link](https://x.com/yaireinhorn/status/2022212536565661889) 2026-02-13T07:33Z 18.5K followers, [---] engagements "@3primeAnalytica @Biotech2k1 @BiopharmIQ This is what should be all about Have a wonderful weekend dear friend" [X Link](https://x.com/yaireinhorn/status/2022405108311691764) 2026-02-13T20:18Z 18.5K followers, [--] engagements "@ladanuzhna Thank you for sharing this excellent Infograph There is one company missing here - Verve Therapeutics - a Gene Editing company which was acquired by $LLY in June of this year for $1.3B. ๐งต๐ 1/๐จ๐จWOW Eli Lilly has just announced that it is buying Verve Therapeutics in the first-ever acquisition of a Gene Editing company $LLY will acquire $VERV for $1.3B - an upfront payment of $1B & $300M based on achieving clinical milestones. Congrats to @skathire & @VerveTx https://t.co/kq0urqquEq 1/๐จ๐จWOW Eli Lilly has just announced that it is buying Verve Therapeutics in the first-ever" [X Link](https://x.com/yaireinhorn/status/1992276838400360562) 2025-11-22T16:59Z 18.5K followers, [----] engagements "@hqulab @neuralink @elonmusk Here is a thread which Ive written about @LineageCells OPC1 allogeneic stem cell-derived cell transplant program for spinal cord injuries which maybe you should read as well. 1/@LineageCell announced that it has initiated its DOSED clinical study to evaluate the safety & utility of the Manual Inject Parenchymal Spinal Delivery System - a novel device developed to deliver OPC1 directly to the area of injury in spinal cord injury patients. $LCTX $XBI https://t.co/uYxXJmU8KD 1/@LineageCell announced that it has initiated its DOSED clinical study to evaluate the" [X Link](https://x.com/yaireinhorn/status/2022218270733197694) 2026-02-13T07:56Z 18.5K followers, [--] engagements "1/๐จ๐จWOW Eli Lilly has just announced that it is buying Verve Therapeutics in the first-ever acquisition of a Gene Editing company $LLY will acquire $VERV for $1.3B - an upfront payment of $1B & $300M based on achieving clinical milestones. Congrats to @skathire & @VerveTx" [X Link](https://x.com/yaireinhorn/status/1934932188966822228) 2025-06-17T11:12Z 18.5K followers, 79.5K engagements "@CBinsights The most recent move made by $LLY in the CRISPR and Gene Editing field was $CRSP announcement that it had signed a new collaboration agreement with Eli Lilly aimed to evaluate CRISPRs zugo-cel together with Lillys pirtobrutinib/Jaypirca in aggressive B-cell lymphoma cancers๐งต๐ IMO the most interesting part in $CRSP recent update regarding zugo-cel ๐งต๐ - @CRISPRTX proprietary allogeneic CAR T Cell Therapy targeting CD19 was its announcement regarding a new collaboration agreement signed with $LLY to evaluate zugo-cel together with Eli Lillys https://t.co/7iXUFhoIYr IMO the most" [X Link](https://x.com/yaireinhorn/status/2004890308790943833) 2025-12-27T12:21Z 18.5K followers, [----] engagements "1/๐จWOW Eli Lilly is increasing its leading position in the CRISPR and Gene Editing field by establishing another interesting collaboration in this space. After completing the first-ever acquisition of a Gene Editing company - last June $LLY has acquired $VERV for $1.3B ๐งต๐ now Eli Lilly is entering into a new collaboration and licensing agreement with Seamless Therapeutics to develop and commercialize programmable recombinase-based treatments aimed to treat hearing loss. This new collaboration aims to combine Seamless proprietary Gene Editing approach and expertise in developing highly" [X Link](https://x.com/yaireinhorn/status/2016948117439127742) 2026-01-29T18:54Z 18.5K followers, [----] engagements "@RadioGenoa I recently traveled to Austria & although is absolutely gorgeous Vienna is unfortunately one of the least safest cities to visit in Europe - especially for a Jew & an Israeli. There is a bad vibe on its streets and a feeling of a third world country in many parts of the city" [X Link](https://x.com/yaireinhorn/status/2020068023051108640) 2026-02-07T09:32Z 18.5K followers, 20.7K engagements "๐จ๐จWOW Not only did $NVO has finally announced that it has filed a lawsuit against $HIMS but Novo Nordisk is suing for infringing US Patent [-------] with Hims compounded semaglutide products for the US market. According to Novos recent PR ๐ $HIMS has engaged in promotional campaigns that highlight its compounded semaglutide products duping consumers and healthcare professionals as to the clinical benefits and safety of these unapproved drugs. This includes Hims recent launch and two days later abrupt discontinuance of its Compounded GLP-1 Pill which came on the heels of Novo Nordisks" [X Link](https://x.com/yaireinhorn/status/2020867382231613934) 2026-02-09T14:28Z 18.5K followers, [----] engagements "8/The median follow-up for patients dosed with the recommended dose for expansion (RDE) was as of the September [--] [----] - the data cutoff date [---] months and the longest responding patient remains in stringent complete response (sCR) beyond [--] months () - post-infusion. $CRBU" [X Link](https://x.com/yaireinhorn/status/2020971253885174021) 2026-02-09T21:21Z 18.5K followers, [---] engagements "๐จ This excellent ๐๐ - from Stifels @TimOpler excellent & comprehensive BioTech & Pharma market outlook shows the tremendous recovery of the sector with [----] currently on pace to become a record year for money raising in the BioTech and Pharma ecosystem - the second best ever after [----] ๐ฅ Just to imagine where we were just a few months ago $XBI ๐จHere is another great ๐๐ - from Stifels @TimOpler excellent & comprehensive BioTech & Pharma market outlook which shows how big the recovery of BioTech sector really is. While Tech sector has vastly outperformed the BioTech sector over the past" [X Link](https://x.com/yaireinhorn/status/2021575350921122012) 2026-02-11T13:21Z 18.5K followers, [----] engagements "@GeneInvesting Yes. [----] is going to be a crucial moment for CASGEVY and $CRSP" [X Link](https://x.com/yaireinhorn/status/2022394363792494846) 2026-02-13T19:36Z 18.5K followers, [---] engagements "Congrats on this huge achievement Here is a very interesting Infograph - by The BBC - which elaborates about the different companies and vessels - including @blueorigins New Glenn that are involved in the race for outer space. Today success is one more step for interplanetary human exploration" [X Link](https://x.com/anyuser/status/1989361540496076990) 2025-11-14T15:55Z 18.5K followers, 51.9K engagements "1/๐จWOW Jennifer Doudnas new genetic delivery company - Azalea Therapeutics has recently announced its launch with $82M raised in combained seed and Series A financing. This financing will enabling Azalea Tx to further advance the development of its proprietary new CRISPR Gene Editing delivery platform - Enveloped Delivery Vehicle (EDV) and to use it across a broad range of modalities and therapeutic areas including in vivo CAR-T therapies as well as other Gene Therapy and Gene Editing therapies. Genetic delivery is without a doubt the biggest challenge today in the CRISPR and Gene Editing" [X Link](https://x.com/yaireinhorn/status/1991134691236233533) 2025-11-19T13:21Z 18.5K followers, 19.1K engagements "According to this excellent Natures ๐๐the FDAs Center for Drug Evaluation and Research (CDER) has approved [--] new drugs in [----] - despite a turbulent year at the regulatory agency. Although this brings the FDAs 5-year drug approval average down a notch - to [--] new drugs per year the total number of drug approvals in [----] is still well above the historic average of [--] new drugs per year. $XBI" [X Link](https://x.com/yaireinhorn/status/2016124474488160443) 2026-01-27T12:21Z 18.5K followers, [----] engagements "1/In one of the best articles that Ive read recently - Washington Posts excellent science reporter @Carolynyjohnson sheds light on a less known aspect of the Gene Therapy and CRISPR Gene Editing field. Although many Gene Therapies and CRISPR Gene Editing therapies are clinically proven and could generate major health benefits for patients they are still being discarded and fail to reach patients only due to economical and regulatory hurdles. In her excellent piece Carolyn Johnson brings not only the voice of the physicians and of the patient community but also that of the scientists who are" [X Link](https://x.com/yaireinhorn/status/2018298841242501296) 2026-02-02T12:21Z 18.5K followers, 41.2K engagements "One of the most accurate descriptions of the unbearable situation - in which many Gene Therapies and CRISPR Gene Editing therapies fail to reach patients only due to economical and regulatory hurdles ๐งต๐ can be found in this statement - which was made during the recent FDA's Cell and Gene Therapy roundtable by Prof. @davidrliu the inventor of Base and Prime Editing and the Co-founder of $BEAM & $PRME. During his excellent presentation Prof. Liu emphasised the many challenges facing the field including the lack of commercial potential in many cases due to the small number of patients and the" [X Link](https://x.com/yaireinhorn/status/2019047382449566114) 2026-02-04T13:56Z 18.5K followers, 36.4K engagements "This interesting and excellent Natures ๐๐shows what were the dominant therapeutic areas in which the FDAs Center for Drug Evaluation and Research (CDER) has approved new drugs in [----]. Not surprisingly the most common therapeutic area for newly approved drugs remained Oncology with [--] out of the [--] new drugs which were approved by CDER in [----] were for Cancer treatments. Lagging behind were Cardiology - with [--] new drug approvals and inflammatory diseases with [--] new drug approvals. $XBI According to this excellent Natures ๐๐the FDAs Center for Drug Evaluation and Research (CDER) has" [X Link](https://x.com/yaireinhorn/status/2019853955963249023) 2026-02-06T19:21Z 18.5K followers, [----] engagements "1/๐จWOW $CRBU has presented updated clinical data from @CaribouBio ongoing CB-011 CaMMouflage phase [--] clinical trial in cancer patients with relapsed or refractory multiple myeloma (r/r MM). The CB-011 CaMMouflage phase [--] translational and clinical data - which was presented at the [----] Tandem Meetings of ASTCT and CIBMTR demonstrated deep and durable responses and further support the potential of CB-011 as the best-in-class allogeneic CAR-T Cell Therapy for second-line relapsed or refractory multiple myeloma patients. $XBI ๐งต๐ https://twitter.com/i/web/status/2020850523788673400" [X Link](https://x.com/yaireinhorn/status/2020850523788673400) 2026-02-09T13:21Z 18.5K followers, 12.4K engagements "7/Twelve BCMA-nave r/r MM patients were treated with the recommended dose for expansion (RDE). As of the September [--] [----] data cutoff date the results for the 12-patient BCMA-nave cohort treated with the RDE were as follows: - 92% (11/12) overall response rate (ORR) - 75% (9/12) complete response (CR) rate - 91% (10/11 evaluable patients) achieved minimal residual disease (MRD) negativity (10-5) - [--] of [--] patients remained on study as of the data cutoff date in very good partial response (VGPR) [--] months or longer following receipt of a single dose of CB-011" [X Link](https://x.com/yaireinhorn/status/2020941102384050223) 2026-02-09T19:21Z 18.5K followers, [---] engagements "In my opinion its worth emphasising the deep involvement of @pfizer in @CaribouBios CB-011 ๐งต๐- which is currently one of Pfizers biggest investment in the CRISPR and Gene Editing space. In July [----] $CRBU announced that $PFE has made a $25M equity investment aimed to specifically fund the development of CB-011 - Caribous anti-BCMA CAR-T allogeneic Cell Therapy which was made by purchasing 4.69M of $CRBU common shares. This collaboration between Pfizer and Caribou is very interesting and IMO makes $CRBU a possible acquisition target for Pfizer. $XBI 1/๐จWOW $CRBU has presented updated" [X Link](https://x.com/yaireinhorn/status/2021310987706519731) 2026-02-10T19:51Z 18.5K followers, [----] engagements "Im very interested to know whether it had anything to do with @sanofs mega-acquisition of Blueprint ๐งต๐and of its immunology disease medicine Ayvakit/Ayvakyt (avapritinib) & $BPMC early-stage immunology pipeline for which $SNY paid $129 per share in a $9.1B buyout deal. $XBI 1/๐จWOW Sanofi has just that announced that it is will acquiring Blueprint and its immunology disease medicine Ayvakit/Ayvakyt (avapritinib) & $BPMC early-stage immunology pipeline. $SNY will pay $129 per share in cash representing an equity value of $9.1B. This is huge $XBI https://t.co/WK3hJu0NbH 1/๐จWOW Sanofi has" [X Link](https://x.com/yaireinhorn/status/2021976700456665339) 2026-02-12T15:56Z 18.5K followers, [----] engagements "@zhaoweiasu What a misunderstanding of the concept of innovation. Absolutely incredible and disappointing" [X Link](https://x.com/yaireinhorn/status/2022174440801567150) 2026-02-13T05:02Z 18.5K followers, [---] engagements "@JessieChimni I think that this slide has received special attention from $CRSP following this recent piece about CASGEVY - by @statnews @Jasonmmast which was somewhat harsh although many of its arguments were valid. [----] will definitely determine the course of business for CASGEVY. Vertex is running out of time to establish Casgevy as a transformative treatment for sickle cell. https://t.co/qka7STYaTH Vertex is running out of time to establish Casgevy as a transformative treatment for sickle cell. https://t.co/qka7STYaTH" [X Link](https://x.com/yaireinhorn/status/2022193369305559164) 2026-02-13T06:17Z 18.5K followers, [----] engagements "In my opinion this excellent Infograph by @TheEconomist provides the answer to your question. In the words of the famous 19th-century philosopher Auguste Comte Demography is destiny - soon native Germans will become a minority in their own country and Germany will lose its sovereignty and identity. Unlike Poland https://twitter.com/i/web/status/2022227707212255505 https://twitter.com/i/web/status/2022227707212255505" [X Link](https://x.com/yaireinhorn/status/2022227707212255505) 2026-02-13T08:33Z 18.5K followers, [---] engagements "According to todays WSJ article the change in @sanofis CEO position in which Belen Garijo - the chief executive of Merck KGaA is replacing Paul Hudson as the CEO of $SNY ๐งต๐follows a series of clinical setbacks last year that left investors and analysts wondering whether Sanofi would be able to replace sales from blockbuster - Sanofis anti-inflammatory drug which it co-developed with Regeneron once Dupixent goes off patent. Another interesting fact worth noting is that Garijo isnt an outsider and will return to Sanofi where she worked for [--] years before moving to Merck KGaA in [----]. Lets" [X Link](https://x.com/yaireinhorn/status/2022274009560224128) 2026-02-13T11:37Z 18.5K followers, [----] engagements "These are excellent news - both to the U.S and China. Its hard to underestimate the importance of U.S. trade to the Chinese economy Overall exports to the U.S account for 13% of Chinas gross domestic product with the U.S. estimated to represent about 3% of Chinas GDP. This WSJ ๐demonstrates how much President Trumps tariffs decimated Chinas exports and some analysts projects that Trumps tariffs will cost China as many as [----] million jobs A deal is just a matter of time https://twitter.com/i/web/status/2022294402924687460 https://twitter.com/i/web/status/2022294402924687460" [X Link](https://x.com/yaireinhorn/status/2022294402924687460) 2026-02-13T12:58Z 18.5K followers, [---] engagements "Part of being a content creator on should be to promote other valuable creators as much as possible. So here is a list of top tier accounts who create exceptional content & who are A MUST FOLLOW in BioTech and the financial markets๐ BioTech: @Biotech2k1 @BiopharmIQ @Maximus_Holla @Pharmdca @BiomedicalRX @learnbiotech @CrisprGlenn @Andre_AGTC @ablidy @AppleHelix @JessieChimni @TohJah7809 @JohnPDalyJr @BowTiedBiotech @3primeAnalytica @jfais20 @drrichjlaw @GeneInvesting @zhaoweiasu @chuminhua432 Global Economy & Financial Markets: @LeoNelissen @WallStSai @BrandonVanZee @erwtrades @jimbo6607" [X Link](https://x.com/yaireinhorn/status/2022390720901103935) 2026-02-13T19:21Z 18.5K followers, [----] engagements "@Gwynne_Shotwell Congrats for this huge milestone I would also emphasise the crucial geopolitical importance of @Starlink in places like Iran and Ukraine - where Starlink is simply irreplaceable Godspeed and all the best" [X Link](https://x.com/yaireinhorn/status/2022586218744025438) 2026-02-14T08:18Z 18.5K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@yaireinhorn Yair EinhornYair Einhorn posts on X about $lly, ceo, eli lilly, $xbi the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 54.81% finance 19.23% countries 15.38% cryptocurrencies 8.65% celebrities 5.77% automotive brands 1.92% technology brands 1.92% travel destinations 1.92%
Social topic influence $lly #46, ceo #1703, eli lilly #62, $xbi #3, in the 14.42%, $prme 12.5%, $crbu #1, the most 9.62%, $crsp #6, $beam #30
Top accounts mentioned or mentioned by @biomedicalrx @biopharmiq @mwb741 @cariboubio @elonmusk @cbinsights @bradloncar @vervetx @skathire @zhaoweiasu @jessiechimni @collision @biotech2k1 @radiogenoa @hhsgcmikestuart @davidrliu @biotechtvs @pfizer @3primeanalytica @geneinvesting
Top assets mentioned Eli Lilly and Company (LLY) Prime Medicine, Inc. (PRME) Caribou Biosciences, Inc. (CRBU) CRISPR Therapeutics AG (CRSP) BEAM (BEAM) Novo-Nordisk (NVO) Pfizer, Inc. (PFE) Synthetify (SNY) Hims & Hers Health, Inc. (HIMS) AbbVie Inc (ABBV) Verve Therapeutics Inc. (VERV) Merck & Co., Inc. (MRK) Novartis AG (NVS) Intellia Therapeutics, Inc (NTLA) Sana Biotechnology, Inc. (SANA) Sanofi (SNY) Bristol-Myers Squibb Co (BMY) Johnson & Johnson (JNJ) Revolution Medicines, Inc. (RVMD) Metagenomi Technologies, LLC (MGX) Ventyx Biosciences, Inc. (VTYX) Abivax SA (ABVX) Avidity Biosciences, Inc. (RNA)
Top posts by engagements in the last [--] hours
"Another testimony of $LLY increasing dominance in the BioTech and Pharma ecosystem - especially after the recent acquisition of $VTYX and amid a possible $ABVX mega M&A deal - can be seen in this excellent @evaluatepharma ๐๐. While the patent cliff scenario is expected to affect most of the Big Pharma companies - $PFE $JNJ $NVS $BMY $ABBV $MRK $SNY and others the way it will impact each company varies greatly from one company to another. Unlike other Big Pharma companies Eli Lilly is expected to generate almost $50B in sales and to have a positive growth rate () while all of the other big"
X Link 2026-01-09T12:34Z 18.5K followers, [----] engagements
"10/In July [----] @CaribouBio announced that $PFE has made a $25M equity investment aimed to specifically fund the development of CB-011 - Caribous anti-BCMA CAR-T allogeneic Cell Therapy. This investment was done by purchasing 4.69M of $CRBU common shares. This collaboration between Pfizer and Caribou is very interesting and makes $CRBU a possible acquisition target for Pfizer. https://twitter.com/i/web/status/2021182804722082232 https://twitter.com/i/web/status/2021182804722082232"
X Link 2026-02-10T11:21Z 18.5K followers, [----] engagements
"According to this excellent @endpts piece it seems that the ๐ in the room - the fact that SyNTase resembles Prime Editing is in motion and that this resemblance might indeed spark an IP dispute between $CRSP and $PRME. https://endpoints.news/crispr-therapeutics-says-its-new-gene-editing-tool-is-a-significant-advance-over-prime-editing-prime-medicine-disagrees/ https://endpoints.news/crispr-therapeutics-says-its-new-gene-editing-tool-is-a-significant-advance-over-prime-editing-prime-medicine-disagrees/"
X Link 2025-10-26T17:21Z 18.5K followers, [----] engagements
"1/๐จWOW Novartis just announced that it is acquiring Avidity Biosciences and its entire new class of pioneering RNA therapeutics called Antibody Oligonucleotide Conjugates (AOCs) for the treatment of neuromuscular diseases. $NVS will pay $72 per $RNA share in cash - representing a premium of 46% to the closing share price on 10/24/25 and valuing the entire deal at $12B $XBI https://twitter.com/i/web/status/1982510827904405958 https://twitter.com/i/web/status/1982510827904405958"
X Link 2025-10-26T18:13Z 18.5K followers, 35.5K engagements
"This great Infograph by @CBinsights - demonstrates how Eli Lillys CEO Dave Ricks has managed to set the board in such a way that the companys success is almost imminent. This unique chess-like perspective is what makes $LLY a talented chess player while many others are still playing checkers https://twitter.com/i/web/status/2004633597345484954 https://twitter.com/i/web/status/2004633597345484954"
X Link 2025-12-26T19:21Z 18.5K followers, [----] engagements
"๐จWOW A mega deal in the BioTech and Pharma ecosystem - according to this exclusive report by WSJs @laurenthomas ๐งต๐with AbbVie supposedly buying the Cancer BioTech Revolution Medicines for more than [--] billion dollars What a way to start #JPM26 $ABBV $RVMD $XBI HUGE @WSJ M&A SCOOP: AbbVie is in advanced talks to buy cancer-drug biotech Revolution Medicines. $ABBV $RVMD https://t.co/HtI1PaRgox HUGE @WSJ M&A SCOOP: AbbVie is in advanced talks to buy cancer-drug biotech Revolution Medicines. $ABBV $RVMD https://t.co/HtI1PaRgox"
X Link 2026-01-07T20:31Z 18.4K followers, 10.9K engagements
"14/Prime Medicine is advancing PM647 into the clinic and expects to file an IND and/or CTA filing in mid-2026. The phase [--] studys goal will be to demonstrate PM647s ability to restore WT protein levels thus causing the liver to refunctoin. Initial PoC data is expected in [----]. $XBI $PRME https://twitter.com/i/web/status/2011534053615530344 https://twitter.com/i/web/status/2011534053615530344"
X Link 2026-01-14T20:21Z 18.5K followers, [---] engagements
"So far I have finished writing two comprehensive ๐งตwhich covered both $BEAM & $PRME #JPM26s presentations. $XBI Before I continue to write additional #JPM2026๐งตs Im interested in hearing your thoughts about which company - if at all - would you want me to write about next $CRSP $NTLA Other - please โ๐๐ $SANA $CRSP $NTLA Other - please โ๐๐ $SANA"
X Link 2026-01-15T12:21Z 18.4K followers, [----] engagements
"PRME BMY Prime Medicine (NASDAQ: $PRME) has made a very interesting presentation during BioTech and Pharma's most important event of the year - J.P. Morgan's Annual Healthcare Conference which took place last week in San Francisco California. In my opinion the most important and promising angle was Prime's announcement that it intends to submit INDs and to initiate clinical trails for both of its leading programs - PM577 for Wilson's disease and PM647 for AATD. Moving forward with its liver franchise and providing valid human clinical data could definitely increase the possibility of"
X Link 2026-01-22T13:21Z 18.5K followers, 43.9K engagements
"There is no doubt that narrowing $PRME clinical pipeline from [--] programs to four leading targets was a pivotal moment - as Ive written in my extensive article about Prime Medicine ๐งต๐. In this great interview - Prime Medicines CEO Allan Reine talks with @BiotechTVs @bradloncar about the process that he made when he entered the CEO position in narrowing the companys clinical pipeline and the rationale which led the company to choose Wilsons disease and alpha-1 antitrypsin deficiency (AATD) as their two main clinical targets. $XBI https://t.co/5QFeB5nkNL https://t.co/5QFeB5nkNL"
X Link 2026-01-22T15:51Z 18.5K followers, 10.9K engagements
"As Ive written in my extensive article about Prime Medicine ๐งตโthere is no doubt that narrowing $PRME clinical pipeline from [--] programs to four leading targets was a pivotal moment. In this great interview - Prime Medicines CEO Allan Reine talks with @BiotechTVs @bradloncar about the process that he made when he entered Primes CEO position in narrowing the companys clinical pipeline and the rationale which led the company to choose Wilsons disease and alpha-1 antitrypsin deficiency (AATD) as their two main clinical targets. $XBI https://twitter.com/i/web/status/2014395589379629244"
X Link 2026-01-22T17:51Z 18.5K followers, [----] engagements
"A possible answer for a question which Im asked a lot - is there a true viable business model for one & done Gene Therapy / Gene Editing treatments and for CRISPR companies such as $PRME $BEAM $NTLA $CRSP $CRBU $MGX $LCTX $SANA can be seen in this interesting ๐๐taken from @ARKInvests excellent Big Idea [----] analysis. As an example for the massive value which a one-time Gene Editing therapy could generate - the Ark team chose the case of @intelliatxs Lonvo-z for the treatment of hereditary angioedema (HAE). According to Arks analysts if all of the HAE patients (7000) were to receive Lonvo-z"
X Link 2026-01-23T15:51Z 18.4K followers, [----] engagements
"There is one big question regarding $PRME which intrigues me and that I havent got the answer for yet The first thing that I was looking for in @PrimeMedicines #JPM26 update ๐งต๐was a sign or a mention of PERT - @davidrlius latest platform which uses Prime Editing to converted a regular tRNA gene into a highly optimized suppressor tRNA thus enabling permanent readthrough of premature stop codons and that could potentially provide a one-time curative treatment for countless nonsense mutations which are responsible for almost one-third of all human genetic diseases If PERTs IP would be"
X Link 2026-01-25T16:13Z 18.5K followers, 10.5K engagements
"Let me clarify this issue the way I see it. The most important thing to understand here is that either way - $PRME will substantially benefit from this new and cutting-edge technology There are two valid options - the first option is that PERT would be developed under $PRME and the second is that a new company will be formed in order to advance its development. In both cases $PRME would benefit - either by expanding its pipeline and scientific and commercial scope (the first option) or by issuing a license for the new formed company to use prime editing which means an upfront payment and"
X Link 2026-01-25T21:20Z 18.5K followers, [----] engagements
"So the Merck - Revolution plot thickens. According to this exclusive report by WSJs @laurenthomas & @jonathanrockoff $MRK - which recently held talks to acquire $RVMD in a deal valued at $30B has announced that it is longer in discussions with Revolution Medicines regarding a possible acquisition. This is the second potential deal that has fallen through after earlier this month $ABBV - which was also in advanced talks for a deal for Revolution๐งต๐ has also announced that it is no longer in discussions with Revolution. $XBI ๐จWOW A mega deal in the BioTech and Pharma ecosystem - according to"
X Link 2026-01-26T17:21Z 18.5K followers, [----] engagements
"@crisprspace IMO its not related to shorts but rather to the bad $RGNX news about a brain tumor that was found in a patient who was administered with their Gene Therapy which led the FDA toplace clinical holds on two of Regenxbios Gene Therapies"
X Link 2026-01-28T16:15Z 18.4K followers, [---] engagements
"2/After decades in which Americans paid almost three times what other wealthy nations paid for the same branded prescription drugs - things seem to be finally in motion. Last year - after President Trump threatened the Pharma industry that he will pose crushing tariffs on their products most of the big Pharma companies and other drugmakers have finally agreed to charge U.S. consumers no more than what other wealthy countries pay for newly launched medicines as part of President Trumps newly Most Favoured Nation or MFN policy. $XBI https://twitter.com/i/web/status/2017216807682101657"
X Link 2026-01-30T12:42Z 18.4K followers, [---] engagements
"3/Of course there are two ways of achieving this goal - drugmakers could either lower their prices domestically in the U.S or they could raise their prices outside of the United States and thus to prevent a steep decline in drug prices by raising the average drug price when compared with non-U.S. markets. Now it seems that the big Pharma companies have finally chosen the path in which they want to move forward. https://twitter.com/i/web/status/2017229712767017099 https://twitter.com/i/web/status/2017229712767017099"
X Link 2026-01-30T13:33Z 18.4K followers, [---] engagements
"7/The need for higher international prices is obvious - while the U.S. share in the global economy is 25% it generates 70% () of the big Pharma companies profits hence Pharma huge R&D investments are practically being paid by the American consumers which are subsidising the rest of the world. ๐งต๐ The big question remains whether big Pharma companies would just raise their prices in international non-U.S. markets or whether President Trumps new MFN policy will indeed be effective for the American patient and his family. This WSJ ๐ shows exactly what is wrong with healthcare in America While"
X Link 2026-01-31T11:22Z 18.5K followers, [----] engagements
"Here is Eli Lillys $LLY CEO Dave Ricks - one of the top-notch CEOs in the Pharma and BioTech ecosystem explaining how the massive R&D investments needed in order to develop new drugs are practically being paid by American consumers which are subsidising the rest of the developed world. This short segment is taken from Dave Ricks excellent conversation with Stripes co-founder John @collision in the Cheeky Pint podcast. $XBI https://twitter.com/i/web/status/2017604637205938213 https://twitter.com/i/web/status/2017604637205938213"
X Link 2026-01-31T14:23Z 18.5K followers, [---] engagements
"@BillAckman We all know how this movie ended the last time around"
X Link 2026-01-31T15:45Z 18.5K followers, [----] engagements
"$BEAM - An article which summarises @BeamTxs #JPM26 presentation ๐งต๐ https://t.co/pwboj13PmA https://t.co/pwboj13PmA"
X Link 2026-02-01T13:21Z 18.5K followers, [----] engagements
"@BeamTx $PRME - An article which summarises @PrimeMedicines #JPM26 presentation ๐งต๐ https://t.co/5QFeB5nkNL https://t.co/5QFeB5nkNL"
X Link 2026-02-01T14:22Z 18.5K followers, [----] engagements
"@MichaelAArouet This is could explain this staggering FT Infograph which shows the utter collapse of Volkswagen - THE crown jewel of the German auto industry which is one of the most important sectors in the German economy if not the most important one Germany fell asleep and lost the trade war"
X Link 2026-02-02T13:21Z 18.5K followers, [----] engagements
"9/This SCID Gene Therapy case demonstrates the great potential of Gene Therapies to cure rare genetic diseases but also of the hurdles to bring these cures to patients. The next generation of genetic medicine are the Gene Editing tools - Nobel Prize-winning CRISPR technology and more advanced Gene Editing platforms such as Base and Prime Editing. Unlike Gene Therapy which inserts a specific gene into the patients cells - these platforms can correct the patients own DNA and thus fixing the root cause of the disease. But these state of the art tools are also facing the same challenges"
X Link 2026-02-02T19:21Z 18.5K followers, [---] engagements
"11/Another and more recent example of how huge scientific advancements are not materialised into treatments for patients is $PRME PM359 program for curing CGD. Although proven as a potential treatment for curing chronic granulomatous disease (CGD) - a genetic disease in which the patients white blood cells are unable to protect the body from harmful bacteria & fungi $PRME has decided to discontinue its clinical development due to lack of sufficient commercial potential. https://twitter.com/i/web/status/2018420798076407859 https://twitter.com/i/web/status/2018420798076407859"
X Link 2026-02-02T20:26Z 18.5K followers, [----] engagements
"@Biotech2k1 I firmly disagree here. There are a few interesting thoughts on the issue of the price model which is relevant for these genetic modalities and Eli Lillys CEO Dave Ricks said that $LLY has come up with some very interesting ideas ๐ Here is another short and excellent segment (0:47) from Eli Lillys CEO Dave Ricks - one of the top CEOs in the Pharma and BioTech ecosystem in-depth conversation with Stripes co-founder John collision in the Cheeky Pint podcast in which Dave wonderfully describes the https://t.co/gWopJOIvP4 Here is another short and excellent segment (0:47) from Eli"
X Link 2026-02-04T14:43Z 18.4K followers, [---] engagements
"@collision @dwarkesh_sp @elonmusk WOW - this is huge Cheeky Pint is definitely one of my most favourite podcasts and the episode that you did with Dave Ricks - the CEO of Eli Lilly $LLY was a true masterpiece Kudos for an excellent job and Godspeed"
X Link 2026-02-04T18:44Z 18.5K followers, [----] engagements
"๐จWOW After reading this $NVO press release๐it seems that Novo Nordisk has finally declared an all out war against $HIMS and intend to launch a fierce legal warfare to protect its intellectual property rights - something which IMHO the company should have done a long time ago The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. Novo Nordisk will take legal & regulatory action to protect patients our intellectual property & the integrity of the US gold-standard drug approval framework. This is another example of Hims & Hers' historic behaviour"
X Link 2026-02-05T19:21Z 18.4K followers, [----] engagements
"This excellent @CBinsights Infograph of Eli Lillys strategy map is perhaps the best explanation for Eli Lillys phenomenal success and what drives $LLY to invest so much in R&D - even more than what Germany invest. Both the massive investment in BioTech R&D - $14B in [----] alone but moreover Eli Lillys broad scope of clinical assets and BioTech collaborations are in my opinion THE key pillars behind the companys success. The manner in which Eli Lillys CEO Dave Ricks has managed to set the board is exactly what makes $LLY a talented chess player while many other big Pharma companies are still"
X Link 2026-02-05T20:51Z 18.5K followers, [---] engagements
"Maybe instead of trying to hurt and free speech you should take a close look on this WSJ excellent ๐๐which shows a sharp & rapid decline in European innovation stance which translates into its small global share of private tech companies valued $1B - compared to the American & the Chinese share You and your policies are exactly the reason why no entrepreneur in his right mind will choose to open his company or to stay and operate in Europe"
X Link 2026-02-06T16:28Z 18.5K followers, [----] engagements
"Another testimony of Eli Lillys far-sighted strategy and how it helps $LLY to strengthen its dominance in the BioTech and Pharma sector can be seen in this excellent @evaluatepharma ๐๐. While the patent cliff scenario is expected to affect most of the Big Pharma companies - $PFE $JNJ $NVS $BMY $ABBV $MRK $SNY and others the way it will impact each company varies greatly from one company to another. Unlike other Big Pharma companies - and mainly due to its intensive investment in R&D๐งต๐while all of the other Pharma companies - except $NVO are expected to have negative growth rates by 2030"
X Link 2026-02-06T21:32Z 18.5K followers, [----] engagements
"@constantin_t @RadioGenoa That is an absolute lie Why should we help to bring Muslim immigrants to after 10/7 - the most horrendous attack on our people since the holocaust As a Jew with strong European roots I support the national identity of every European country & respect my Christian brothers"
X Link 2026-02-07T09:59Z 18.5K followers, [---] engagements
"@constantin_t @RadioGenoa As far as Im concerned Alex Soros is not one of us There is nothing in his lifestyle - to the best of my knowledge - that has Jewish ties and he never visited Israel or supported us. He supports Mamdani in New York and many anti-Israel politicians like @AOC. He is a disgrace"
X Link 2026-02-07T10:22Z 18.5K followers, [---] engagements
"@KwiatBerlin @RadioGenoa For sure First round of ๐ป is on me๐โค"
X Link 2026-02-07T16:05Z 18.4K followers, [--] engagements
"๐จ Here is the first official comment from $HIMS after the federal health agency announced that it is referring Hims & Hers to the Justice Department for potential violations of the federal Food Drug and Cosmetic Act๐งต๐. A spokesperson for Hims & Hers told the Wall Street Journal that Hims & Hers has always operated with a deep commitment to the safety and best interests of consumers and in compliance with applicable law. Interesting ๐ค $XBI I never really understood how $HIMS was allowed in the first place to practically built its entire business model by relying on other BioTech and Pharma"
X Link 2026-02-07T19:51Z 18.5K followers, [----] engagements
"Its quite simple actually. Angela Merkel thought that Middle Eastern immigrants would replace German workers who have retired but the just opposite happened Instead of paying German pensions they are costing unprecedented sums of social security payments The chart shows this clearly - Germany is lost And if the strongest nation in Europe is at a tipping point - the rest of the EU will soon follow unfortunately. https://twitter.com/i/web/status/2020533655957819867 https://twitter.com/i/web/status/2020533655957819867"
X Link 2026-02-08T16:22Z 18.5K followers, [---] engagements
"With all due respect to Bad Bunnys upcoming #SuperBowlLX halftime show - it is still no match to the most iconic Super Bowl halftime show that ever took place๐ @drdre is a wizard ๐ง because what he did was as close to magic as it gets - he simply made us all young again ๐โค"
X Link 2026-02-08T20:44Z 18.5K followers, [----] engagements
"@elonmusk No wonder why The ARK team & @CathieDWood just released a very interesting analysis of one of the most interesting companies operating today - @SpaceX. With an Expected Value ranging from $1.7T (Bear) to $3.1T (Bull) - ARK foresees an expected value for SpaceX of $2.5T in 2030"
X Link 2026-02-09T20:49Z 18.5K followers, [---] engagements
"Heres a ๐งตwith my #JPM26 presentation summaries of the different public CRISPR companies - $BEAM $PRME & $CRSP ๐. Each summary - although based on the companys own presentation is my own subjective impression & is by no means a financial advice. Please do your own DD ๐ $XBI https://t.co/bzmcG6dEtw https://t.co/bzmcG6dEtw"
X Link 2026-02-01T12:21Z 18.5K followers, [----] engagements
"@unusual_whales According to the Wall Street Journal ๐๐Taiwan was definitely one of the main beneficiaries of the previous tariff system - due to its developed chip manufacturing capabilities via companies like TSMC & could stand to lose a great deal unless a new bargain with the U.S is struck"
X Link 2026-02-13T13:23Z 18.5K followers, [---] engagements
"5/Gileads two strongest growth engines are $GILD HIV treatments and its Oncology portfolio. In Gileads Q2 ER the company beat top-and bottom-line expectations while saying that its core HIV business is projected to generate higher revenue for the segment - mainly from its latest new launched HIV drug - Yeztugo. Oncology is also doing well with Gileads Trodelvy Antibody-Drug Conjugate - ADC and has returned to 14% growth YoY (Year over Year)"
X Link 2025-11-21T19:21Z 18.5K followers, [---] engagements
"Here is an excellent answer for a question which Im asked a lot - could there be a viable business model for a one & done Gene Therapy treatment and for CRISPR companies such as $PRME $BEAM $NTLA $CRSP $CRBU $MGX $LCTX $SANA and more. During his excellent conversation with Stripes co-founder John collision in the Cheeky Pint podcast Dave Ricks - Eli Lillys CEO described $LLY recent Gene Editing asset - $VERV-102 which was acquired by Lilly as part of the Verve Theraputics acquisition ๐งต๐ and also presented a new and interesting business model - a multi-year licensing model for genetic"
X Link 2025-11-26T12:21Z 18.5K followers, 39.7K engagements
"@CBinsights One of the most interesting aspects in $LLY evolving chessboard is of course the Gene Editing and CRISPR one. [--] months ago $LLY has become a leading player in this space as well after it had acquired $VERV for $1.3B - $1B in upfront payment +$300M based on clinical milestones๐งต๐ 1/๐จ๐จWOW Eli Lilly has just announced that it is buying Verve Therapeutics in the first-ever acquisition of a Gene Editing company $LLY will acquire $VERV for $1.3B - an upfront payment of $1B & $300M based on achieving clinical milestones. Congrats to @skathire & @VerveTx https://t.co/kq0urqquEq"
X Link 2025-12-26T21:21Z 18.5K followers, [----] engagements
"In this great #JPM26 ๐งต๐interview - BEAMs CEO @john_evans3 & @BiotechTVs @bradloncar talk about $BEAM-302s recent alpha-1 antitrypsin deficiency readout Base Editings ability to correct a single letter in the PiZ mutation & BEAM accelerated regulatory pathway $XBI #JPM2026 1/@BeamTxs #JPM26 excellent presentation emphasised its strategic priorities & future milestones for [----]. Heres my๐งต๐which elaborates on BEAMs current pipeline the regulatory breakthroughs that $BEAM has managed to negotiate with the FDA & its corporate status $XBI #JPM2026 https://t.co/kK7Q1YVjOV 1/@BeamTxs #JPM26"
X Link 2026-01-13T20:51Z 18.5K followers, [----] engagements
"This excellent WSJ ๐ shows exactly the rationale behind President Trumps new MFN (Most Favored Nation) drug prices policy which intends to force big Pharma companies and other drugmakers to reduce the price of their products being sold in to the lowest rate that they are currently being sold in other developed countries such as Europe the U.K Australia etc. This chart shows that American consumers pay about three times () more than what consumers in other wealthy nations pay for the exact same branded prescription drugs This tremendous price gap between Europe and the U.S means that the U.S"
X Link 2026-01-26T12:21Z 18.5K followers, 12.3K engagements
"1/In this great piece - WSJs excellent columnist @david_wainer is shedding light on a very interesting and somewhat predicted outcome of President Trumps Most Favoured Nation (MFN) new drug prices policy - which is trying to resolve a structural anomaly in the BioTech and Pharma ecosystem in which American consumers pay roughly three times more () than what consumers in other wealthy nations pay ๐งต๐for the exact same branded prescription drugs Although President Trumps new MFN policy intended to force big Pharma companies and other drugmakers to reduce the price of their products being sold"
X Link 2026-01-30T12:27Z 18.5K followers, 35.8K engagements
"Here is Eli Lillys $LLY CEO Dave Ricks - one of the top-notch CEOs in the Pharma and BioTech ecosystem explaining how the massive R&D investments needed in order to develop new drugs are practically being paid by American consumers which are subsidising the rest of the developed world ๐งต๐. This short segment is taken from Dave Ricks excellent conversation with Stripes co-founder John @collision in the Cheeky Pint podcast. $XBI 1/In this great piece - WSJs excellent columnist @david_wainer is shedding light on a very interesting and somewhat predicted outcome of President Trumps Most Favoured"
X Link 2026-01-30T20:51Z 18.5K followers, 35K engagements
"10/One of the main advocates of this issue - the incomprehensible gap between the huge clinical promise of these treatments for patients and the regulatory and commercial setbacks is Prof. @davidrliu - the inventor of Base and Prime Editing and the Co-founder of $BEAM & $PRME who also tried to solve this issue by recently presenting a new modality that has the potential to generate a basket treatment for several genetic diseases in one treatment. ๐งต๐ IMO the most important scientific event this week was the publication of @davidrlius new Nature article ๐งต๐in which he presented a new and"
X Link 2026-02-02T19:51Z 18.5K followers, [----] engagements
"@elonmusk This great infograph demonstrates just how dominant @elonmusk & SpaceX are in the current space industry landscape. Out of the [--] existing space rockets - NASAs SLS flew only once Jeff Bezos New Glenn is a prototype & electron is a toy. SpaceXs Starship & falcon [--] for the win"
X Link 2026-02-03T20:34Z 18.5K followers, [----] engagements
"While many are amazed by Eli Lillys fantastic success and by its superiority over $NVO not many are aware to the fact that according to Eli Lillys CEO Dave Ricks - $LLY has invested $14B () in BioTech R&D this year which is more than what Germany has invested ๐งต๐ $XBI ๐จ Yesterday the German chancellor - @Bundeskanzler spoke about the Pharma & BioTech industry in Germany. According to him more than [-----] jobs were created in [----] & companies like $RHHBY & others intend to invest 7B () in . Europe is making BioTech great again $XBI https://t.co/HafkfseQ3d ๐จ Yesterday the German chancellor -"
X Link 2026-02-05T13:56Z 18.5K followers, 21.8K engagements
"@collision @dwarkesh_sp @elonmusk WOW - this is huge Cheeky Pint is definitely one of my most favourite podcasts and the episode that you did with Dave Ricks - the CEO of Eli Lilly $LLY was a true masterpiece ๐งต๐ Kudos for an excellent job and Godspeed Here is Eli Lillys $LLY CEO Dave Ricks - one of the top-notch CEOs in the Pharma and BioTech ecosystem explaining how the massive R&D investments needed in order to develop new drugs are practically being paid by American consumers which are subsidising the rest of the https://t.co/mOaeVqWFSf Here is Eli Lillys $LLY CEO Dave Ricks - one of the"
X Link 2026-02-05T17:29Z 18.5K followers, [----] engagements
"This excellent @CBinsights Infograph of Eli Lillys strategy map is perhaps the best explanation for Eli Lillys phenomenal success. Both the massive investment in BioTech R&D - $14B in [----] alone ๐งต๐- but moreover $LLY broad scope of clinical assets and BioTech collaborations are IMO THE key pillars behind the companys success. The manner in which Eli Lillys CEO Dave Ricks has managed to set the board is exactly what makes $LLY a talented chess player while many other big Pharma companies are still playing checkers $XBI While many are amazed by Eli Lillys fantastic success and by its"
X Link 2026-02-05T18:51Z 18.5K followers, [----] engagements
"๐จ $BEAM has just announced that on January [--] [----] Carole Ho provided the company with notice of her resignation from @BeamTx board of directors effective as of February [--] [----]. According to the company Dr. Hos decision to resign did not result from any disagreement with the company on any matter relating to the companys operations policies or practices. Personally Im not a fan of sudden changes in a companys C-suite or board of directors. Its never a good sign $XBI https://twitter.com/i/web/status/2019521866478895144 https://twitter.com/i/web/status/2019521866478895144"
X Link 2026-02-05T21:21Z 18.5K followers, [----] engagements
"I never really understood how $HIMS was allowed in the first place to practically built its entire business model by relying on other BioTech and Pharma companies IP - mainly $NVO & $LLY proprietary obesity drugs. That is why this statement by @HHSGCMikeStuart - that he referred $HIMS to the Department of Justice for investigation for potential violations of the Federal Food Drug & Cosmetic Act was in many ways predicated and somewhat long overdue Although I feel bad for many of the companys shareholders Im afraid that this statement is the equivalent of game over for Hims & Hers. $XBI Here"
X Link 2026-02-07T12:21Z 18.5K followers, 29K engagements
"@ranianasis @HHSGCMikeStuart @HHSGov @DrMakaryFDA @himshouse @A_May_MD Either way this is bad news for $HIMS. I also think it has a lot to do with the change of management in Novo Nordisk (not Novartis) and the new CEO wants to show that he means business"
X Link 2026-02-07T18:20Z 18.5K followers, [---] engagements
"2/Multiple myeloma is a type of blood cancer that develops in the patients bone marrow when plasma cells become cancerous and produce abnormal proteins instead of functional antibodies. Common symptoms include persistent bone pain (often back or ribs) fatigue frequent infections kidney damage and high calcium levels. While modern treatments (chemotherapy targeted therapy stem cell transplants) can manage the disease for years - Multiple myeloma is still considered incurable and present a significant unmet medical need"
X Link 2026-02-09T13:35Z 18.5K followers, [---] engagements
"3/CB-011 is an alogeneic anti-BCMA CAR-T Cell Therapy using $CRBU Cas12a CRISPR hybrid RNA-DNA (chRDNA) technology aimed to insert an anti-BCMA CAR expression into the TRAC gene and thus to knock out B2M to boost the persistence of antitumor activity and to reduce rejection"
X Link 2026-02-09T13:53Z 18.5K followers, [----] engagements
"@Andre_AGTC @novonordisk IMO this one of the main reasons for the ousting of the former CEO and the deep change the was made in $NVO board of directors. This could only mean one thing ๐"
X Link 2026-02-09T14:48Z 18.5K followers, [---] engagements
"5/The CaMMouflage clinical trial is a multicenter open-label phase [--] trial evaluating CB-011 in adults with r/r MM who have been treated with three or more prior lines of therapy. Using a 3+3 dose escalation design safety and efficacy of CB-011 were evaluated in [--] patients at multiple dose levels and two different lymphodepletion (LD) regimens"
X Link 2026-02-09T15:56Z 18.5K followers, [---] engagements
"6/In the dose escalation portion of $CRBU CaMMouflage phase [--] clinical trial safety and efficacy of CB-011 were evaluated in [--] fourth-line and later (4L+) patients at multiple dose levels and following two different lymphodepletion - LD regimens. Thirty-five patients were treated with the selected lymphodepletion (LD) regimen of [---] mg/m2 cyclophosphamide and [--] mg/m2fludarabine daily for three days. A single dose of CB-011 preceded by the selected LD regimen resulted in responses at all dose levels evaluated (150x106 N=6 300x106 N=13 450x106 N=13 and 800x106 N=3 CAR-T cells). The 450x106"
X Link 2026-02-09T17:52Z 18.5K followers, [---] engagements
"@BiomedicalRX @CaribouBio Thank you for your kind words dear friend After the recent multiple CAR T acquisitions - $CRBU might be an interesting candidate for big Pharma as well"
X Link 2026-02-09T19:43Z 18.5K followers, [---] engagements
"9/CB-011 had a manageable safety profile across all dose levels and lymphodepletion regimens (N=48) with no cases of graft-versus-host disease (GvHD) immune effector cell-associated enterocolitis (IEC-EC) parkinsonism or cranial nerve palsies. Notable adverse events in the RDE cohort included one CB-011-related grade [--] immune effector cell-associated hematotoxicity (ICAHT) on day [--] one grade [--] pneumonia not related to CB-011 on day [--] and one grade [--] CB-011-related Guillain-Barr Syndrome on day [---] which is resolving. In the cohort evaluating the 300x106 CAR-T cell dose level following the"
X Link 2026-02-10T04:52Z 18.5K followers, [---] engagements
"This excellent FT ๐ tells the whole story behind the catastrophic German decision regarding its energy sector - giving up on its nuclear power which led to high energy prices - often twice than its competitors. This decision made German products uncompetitive on a global level and led to the collapse of the German industry and possibly even to the collapse of the entire German economy"
X Link 2026-02-10T14:37Z 18.5K followers, [----] engagements
"11/This CaMMouflage phase [--] excellent readout has demonstrated that CB-011 is capable of delivering deep and durable responses in high-risk heavily pretreated multiple myeloma cancer patients along with a favourable safety profile. This data also emphasises CB-011s potential to be a best-in-class allogeneic CAR-T Cell Therapy that could expand access and provide a therapeutic pathway for Cancer patients who urgently need a therapy for their medical condition. The fact that Pfizer has invested substantial resources and is monitoring CB-011 up close means that the potential is definitely there."
X Link 2026-02-10T17:21Z 18.5K followers, [---] engagements
"@BiomedicalRX @pfizer @CaribouBio @AlbertBourla Since this collaboration with $PFE was signed it has hardly been mentioned by $CRBU. It not even mentioned in the companys updated corporate presentation although its still valid. @CaribouBio"
X Link 2026-02-10T20:34Z 18.5K followers, [---] engagements
"@CaribouBio @pfizer I have a small but important request to ask - If you found my post to be interesting & useful please BOOKMARK it ๐งต๐so that those on who are interested in Gene editing CRISPR & BioTech will be able to access it. Each bookmark increases its reach by [---] times $XBI $CRBU $PFE 1/๐จWOW $CRBU has presented updated clinical data from @CaribouBio ongoing CB-011 CaMMouflage phase [--] clinical trial in cancer patients with relapsed or refractory multiple myeloma (r/r MM). The CB-011 CaMMouflage phase [--] translational and clinical data - which was presented at https://t.co/emfrwEHgux"
X Link 2026-02-10T21:51Z 18.5K followers, [----] engagements
"@FalkTG Frankfurt is truly amazing and I absolutely agree that it is much better than Paris in every possible aspect"
X Link 2026-02-11T16:22Z 18.5K followers, [---] engagements
"@WatcherGuru IMO @neuralinks attempt to treat vision loss is an historical moment in human history - No less After @SpaceXs huge success Im super excited & once again amazed by the scale of innovation that @elonmusk & the Neuralink team are generating in our lives. Godspeed $XBI $TSLA"
X Link 2026-02-11T17:26Z 18.5K followers, [---] engagements
"@vonderleyen The situation in the Pharma and BioTech ecosystem is an absolute disaster According to Eli Lillys CEO Dave Ricks - $LLY has invested $14B () in BioTech R&D this year which is more than what Germany has invested ๐งต๐ So far for European innovation While many are amazed by Eli Lillys fantastic success and by its superiority over $NVO not many are aware to the fact that according to Eli Lillys CEO Dave Ricks - $LLY has invested $14B () in BioTech R&D this year which is more than what Germany has invested ๐งต๐ $XBI https://t.co/96iOJ6DAFi While many are amazed by Eli Lillys fantastic"
X Link 2026-02-11T20:22Z 18.5K followers, [---] engagements
"@Kalshi Thats amazing but as someone who gives every dollar earned back to the community and has gifted over [--] premium subscriptions - all paid from my content creator revenue program I think that should reward gifting and verifying other creators on . Godspeed As promised ๐งต๐- another premium subscription was just gifted to a member of the community from my personal creator program revenues - my eleventh () Premium subscription gifted so far Again I want to thank you all for your constant support & encouragement Godspeed https://t.co/XP7Oh7u09V As promised ๐งต๐- another premium"
X Link 2026-02-11T20:50Z 18.5K followers, [---] engagements
"@zhaoweiasu I could co-sign your post in a heartbeat My only comfort is that Forbes has little to no influence on the scientific communitys & the general publics appreciation of @davidrliu and Im sure that many appreciate his meaningful contribution to science and innovation. Their loss"
X Link 2026-02-13T05:33Z 18.5K followers, [---] engagements
"Heres a great video in which $CRSP CEO @CrisprSam explains in laymans terms what is CRISPR how CASGEVY - the first FDA approved CRISPR therapy works and explains how @CRISPRTX intends to expand and advance its vast pipeline of programs for both rare & common diseases $XBI ๐งต๐ https://t.co/bzmcG6dEtw https://t.co/bzmcG6dEtw"
X Link 2026-01-29T15:51Z 18.5K followers, [----] engagements
"@RealJamesWoods Thank you dear James for your constant support and encouragement What all of our haters keep forgetting is the minor fact that โก are a nation as old as time - many have tried to kill us & yet here we stand prosperous in our homeland-the land of Israel We are IRONCLAD"
X Link 2026-02-11T16:28Z 18.5K followers, 32.8K engagements
"๐จWOW @Sanofi's CEO was just ousted The companys board of directors met on February [--] [----] and decided not to renew the Director mandate of Paul Hudson As a result Paul Hudsons last day as $SNY CEO will be on February [--] [----] at the end of business. The board has appointed Beln Garijo - Merck KGaA as Chief Executive Officer. $XBI https://twitter.com/i/web/status/2021923996644639044 https://twitter.com/i/web/status/2021923996644639044"
X Link 2026-02-12T12:27Z 18.5K followers, 12.4K engagements
"The key element which will allow Germany to reclaim its position as a global industrial leader is of course cheep and affordable energy This excellent FT ๐ ๐tells the story behind Germanys catastrophic decision regarding its energy sector - especially to give up its nuclear power which led to high energy prices often twice than its competitors. This decision made German products uncompetitive on a global level and led to the collapse of the German industry In order to fix this Germany must go nuclear again Godspeed https://twitter.com/i/web/status/2022212536565661889"
X Link 2026-02-13T07:33Z 18.5K followers, [---] engagements
"@3primeAnalytica @Biotech2k1 @BiopharmIQ This is what should be all about Have a wonderful weekend dear friend"
X Link 2026-02-13T20:18Z 18.5K followers, [--] engagements
"@ladanuzhna Thank you for sharing this excellent Infograph There is one company missing here - Verve Therapeutics - a Gene Editing company which was acquired by $LLY in June of this year for $1.3B. ๐งต๐ 1/๐จ๐จWOW Eli Lilly has just announced that it is buying Verve Therapeutics in the first-ever acquisition of a Gene Editing company $LLY will acquire $VERV for $1.3B - an upfront payment of $1B & $300M based on achieving clinical milestones. Congrats to @skathire & @VerveTx https://t.co/kq0urqquEq 1/๐จ๐จWOW Eli Lilly has just announced that it is buying Verve Therapeutics in the first-ever"
X Link 2025-11-22T16:59Z 18.5K followers, [----] engagements
"@hqulab @neuralink @elonmusk Here is a thread which Ive written about @LineageCells OPC1 allogeneic stem cell-derived cell transplant program for spinal cord injuries which maybe you should read as well. 1/@LineageCell announced that it has initiated its DOSED clinical study to evaluate the safety & utility of the Manual Inject Parenchymal Spinal Delivery System - a novel device developed to deliver OPC1 directly to the area of injury in spinal cord injury patients. $LCTX $XBI https://t.co/uYxXJmU8KD 1/@LineageCell announced that it has initiated its DOSED clinical study to evaluate the"
X Link 2026-02-13T07:56Z 18.5K followers, [--] engagements
"1/๐จ๐จWOW Eli Lilly has just announced that it is buying Verve Therapeutics in the first-ever acquisition of a Gene Editing company $LLY will acquire $VERV for $1.3B - an upfront payment of $1B & $300M based on achieving clinical milestones. Congrats to @skathire & @VerveTx"
X Link 2025-06-17T11:12Z 18.5K followers, 79.5K engagements
"@CBinsights The most recent move made by $LLY in the CRISPR and Gene Editing field was $CRSP announcement that it had signed a new collaboration agreement with Eli Lilly aimed to evaluate CRISPRs zugo-cel together with Lillys pirtobrutinib/Jaypirca in aggressive B-cell lymphoma cancers๐งต๐ IMO the most interesting part in $CRSP recent update regarding zugo-cel ๐งต๐ - @CRISPRTX proprietary allogeneic CAR T Cell Therapy targeting CD19 was its announcement regarding a new collaboration agreement signed with $LLY to evaluate zugo-cel together with Eli Lillys https://t.co/7iXUFhoIYr IMO the most"
X Link 2025-12-27T12:21Z 18.5K followers, [----] engagements
"1/๐จWOW Eli Lilly is increasing its leading position in the CRISPR and Gene Editing field by establishing another interesting collaboration in this space. After completing the first-ever acquisition of a Gene Editing company - last June $LLY has acquired $VERV for $1.3B ๐งต๐ now Eli Lilly is entering into a new collaboration and licensing agreement with Seamless Therapeutics to develop and commercialize programmable recombinase-based treatments aimed to treat hearing loss. This new collaboration aims to combine Seamless proprietary Gene Editing approach and expertise in developing highly"
X Link 2026-01-29T18:54Z 18.5K followers, [----] engagements
"@RadioGenoa I recently traveled to Austria & although is absolutely gorgeous Vienna is unfortunately one of the least safest cities to visit in Europe - especially for a Jew & an Israeli. There is a bad vibe on its streets and a feeling of a third world country in many parts of the city"
X Link 2026-02-07T09:32Z 18.5K followers, 20.7K engagements
"๐จ๐จWOW Not only did $NVO has finally announced that it has filed a lawsuit against $HIMS but Novo Nordisk is suing for infringing US Patent [-------] with Hims compounded semaglutide products for the US market. According to Novos recent PR ๐ $HIMS has engaged in promotional campaigns that highlight its compounded semaglutide products duping consumers and healthcare professionals as to the clinical benefits and safety of these unapproved drugs. This includes Hims recent launch and two days later abrupt discontinuance of its Compounded GLP-1 Pill which came on the heels of Novo Nordisks"
X Link 2026-02-09T14:28Z 18.5K followers, [----] engagements
"8/The median follow-up for patients dosed with the recommended dose for expansion (RDE) was as of the September [--] [----] - the data cutoff date [---] months and the longest responding patient remains in stringent complete response (sCR) beyond [--] months () - post-infusion. $CRBU"
X Link 2026-02-09T21:21Z 18.5K followers, [---] engagements
"๐จ This excellent ๐๐ - from Stifels @TimOpler excellent & comprehensive BioTech & Pharma market outlook shows the tremendous recovery of the sector with [----] currently on pace to become a record year for money raising in the BioTech and Pharma ecosystem - the second best ever after [----] ๐ฅ Just to imagine where we were just a few months ago $XBI ๐จHere is another great ๐๐ - from Stifels @TimOpler excellent & comprehensive BioTech & Pharma market outlook which shows how big the recovery of BioTech sector really is. While Tech sector has vastly outperformed the BioTech sector over the past"
X Link 2026-02-11T13:21Z 18.5K followers, [----] engagements
"@GeneInvesting Yes. [----] is going to be a crucial moment for CASGEVY and $CRSP"
X Link 2026-02-13T19:36Z 18.5K followers, [---] engagements
"Congrats on this huge achievement Here is a very interesting Infograph - by The BBC - which elaborates about the different companies and vessels - including @blueorigins New Glenn that are involved in the race for outer space. Today success is one more step for interplanetary human exploration"
X Link 2025-11-14T15:55Z 18.5K followers, 51.9K engagements
"1/๐จWOW Jennifer Doudnas new genetic delivery company - Azalea Therapeutics has recently announced its launch with $82M raised in combained seed and Series A financing. This financing will enabling Azalea Tx to further advance the development of its proprietary new CRISPR Gene Editing delivery platform - Enveloped Delivery Vehicle (EDV) and to use it across a broad range of modalities and therapeutic areas including in vivo CAR-T therapies as well as other Gene Therapy and Gene Editing therapies. Genetic delivery is without a doubt the biggest challenge today in the CRISPR and Gene Editing"
X Link 2025-11-19T13:21Z 18.5K followers, 19.1K engagements
"According to this excellent Natures ๐๐the FDAs Center for Drug Evaluation and Research (CDER) has approved [--] new drugs in [----] - despite a turbulent year at the regulatory agency. Although this brings the FDAs 5-year drug approval average down a notch - to [--] new drugs per year the total number of drug approvals in [----] is still well above the historic average of [--] new drugs per year. $XBI"
X Link 2026-01-27T12:21Z 18.5K followers, [----] engagements
"1/In one of the best articles that Ive read recently - Washington Posts excellent science reporter @Carolynyjohnson sheds light on a less known aspect of the Gene Therapy and CRISPR Gene Editing field. Although many Gene Therapies and CRISPR Gene Editing therapies are clinically proven and could generate major health benefits for patients they are still being discarded and fail to reach patients only due to economical and regulatory hurdles. In her excellent piece Carolyn Johnson brings not only the voice of the physicians and of the patient community but also that of the scientists who are"
X Link 2026-02-02T12:21Z 18.5K followers, 41.2K engagements
"One of the most accurate descriptions of the unbearable situation - in which many Gene Therapies and CRISPR Gene Editing therapies fail to reach patients only due to economical and regulatory hurdles ๐งต๐ can be found in this statement - which was made during the recent FDA's Cell and Gene Therapy roundtable by Prof. @davidrliu the inventor of Base and Prime Editing and the Co-founder of $BEAM & $PRME. During his excellent presentation Prof. Liu emphasised the many challenges facing the field including the lack of commercial potential in many cases due to the small number of patients and the"
X Link 2026-02-04T13:56Z 18.5K followers, 36.4K engagements
"This interesting and excellent Natures ๐๐shows what were the dominant therapeutic areas in which the FDAs Center for Drug Evaluation and Research (CDER) has approved new drugs in [----]. Not surprisingly the most common therapeutic area for newly approved drugs remained Oncology with [--] out of the [--] new drugs which were approved by CDER in [----] were for Cancer treatments. Lagging behind were Cardiology - with [--] new drug approvals and inflammatory diseases with [--] new drug approvals. $XBI According to this excellent Natures ๐๐the FDAs Center for Drug Evaluation and Research (CDER) has"
X Link 2026-02-06T19:21Z 18.5K followers, [----] engagements
"1/๐จWOW $CRBU has presented updated clinical data from @CaribouBio ongoing CB-011 CaMMouflage phase [--] clinical trial in cancer patients with relapsed or refractory multiple myeloma (r/r MM). The CB-011 CaMMouflage phase [--] translational and clinical data - which was presented at the [----] Tandem Meetings of ASTCT and CIBMTR demonstrated deep and durable responses and further support the potential of CB-011 as the best-in-class allogeneic CAR-T Cell Therapy for second-line relapsed or refractory multiple myeloma patients. $XBI ๐งต๐ https://twitter.com/i/web/status/2020850523788673400"
X Link 2026-02-09T13:21Z 18.5K followers, 12.4K engagements
"7/Twelve BCMA-nave r/r MM patients were treated with the recommended dose for expansion (RDE). As of the September [--] [----] data cutoff date the results for the 12-patient BCMA-nave cohort treated with the RDE were as follows: - 92% (11/12) overall response rate (ORR) - 75% (9/12) complete response (CR) rate - 91% (10/11 evaluable patients) achieved minimal residual disease (MRD) negativity (10-5) - [--] of [--] patients remained on study as of the data cutoff date in very good partial response (VGPR) [--] months or longer following receipt of a single dose of CB-011"
X Link 2026-02-09T19:21Z 18.5K followers, [---] engagements
"In my opinion its worth emphasising the deep involvement of @pfizer in @CaribouBios CB-011 ๐งต๐- which is currently one of Pfizers biggest investment in the CRISPR and Gene Editing space. In July [----] $CRBU announced that $PFE has made a $25M equity investment aimed to specifically fund the development of CB-011 - Caribous anti-BCMA CAR-T allogeneic Cell Therapy which was made by purchasing 4.69M of $CRBU common shares. This collaboration between Pfizer and Caribou is very interesting and IMO makes $CRBU a possible acquisition target for Pfizer. $XBI 1/๐จWOW $CRBU has presented updated"
X Link 2026-02-10T19:51Z 18.5K followers, [----] engagements
"Im very interested to know whether it had anything to do with @sanofs mega-acquisition of Blueprint ๐งต๐and of its immunology disease medicine Ayvakit/Ayvakyt (avapritinib) & $BPMC early-stage immunology pipeline for which $SNY paid $129 per share in a $9.1B buyout deal. $XBI 1/๐จWOW Sanofi has just that announced that it is will acquiring Blueprint and its immunology disease medicine Ayvakit/Ayvakyt (avapritinib) & $BPMC early-stage immunology pipeline. $SNY will pay $129 per share in cash representing an equity value of $9.1B. This is huge $XBI https://t.co/WK3hJu0NbH 1/๐จWOW Sanofi has"
X Link 2026-02-12T15:56Z 18.5K followers, [----] engagements
"@zhaoweiasu What a misunderstanding of the concept of innovation. Absolutely incredible and disappointing"
X Link 2026-02-13T05:02Z 18.5K followers, [---] engagements
"@JessieChimni I think that this slide has received special attention from $CRSP following this recent piece about CASGEVY - by @statnews @Jasonmmast which was somewhat harsh although many of its arguments were valid. [----] will definitely determine the course of business for CASGEVY. Vertex is running out of time to establish Casgevy as a transformative treatment for sickle cell. https://t.co/qka7STYaTH Vertex is running out of time to establish Casgevy as a transformative treatment for sickle cell. https://t.co/qka7STYaTH"
X Link 2026-02-13T06:17Z 18.5K followers, [----] engagements
"In my opinion this excellent Infograph by @TheEconomist provides the answer to your question. In the words of the famous 19th-century philosopher Auguste Comte Demography is destiny - soon native Germans will become a minority in their own country and Germany will lose its sovereignty and identity. Unlike Poland https://twitter.com/i/web/status/2022227707212255505 https://twitter.com/i/web/status/2022227707212255505"
X Link 2026-02-13T08:33Z 18.5K followers, [---] engagements
"According to todays WSJ article the change in @sanofis CEO position in which Belen Garijo - the chief executive of Merck KGaA is replacing Paul Hudson as the CEO of $SNY ๐งต๐follows a series of clinical setbacks last year that left investors and analysts wondering whether Sanofi would be able to replace sales from blockbuster - Sanofis anti-inflammatory drug which it co-developed with Regeneron once Dupixent goes off patent. Another interesting fact worth noting is that Garijo isnt an outsider and will return to Sanofi where she worked for [--] years before moving to Merck KGaA in [----]. Lets"
X Link 2026-02-13T11:37Z 18.5K followers, [----] engagements
"These are excellent news - both to the U.S and China. Its hard to underestimate the importance of U.S. trade to the Chinese economy Overall exports to the U.S account for 13% of Chinas gross domestic product with the U.S. estimated to represent about 3% of Chinas GDP. This WSJ ๐demonstrates how much President Trumps tariffs decimated Chinas exports and some analysts projects that Trumps tariffs will cost China as many as [----] million jobs A deal is just a matter of time https://twitter.com/i/web/status/2022294402924687460 https://twitter.com/i/web/status/2022294402924687460"
X Link 2026-02-13T12:58Z 18.5K followers, [---] engagements
"Part of being a content creator on should be to promote other valuable creators as much as possible. So here is a list of top tier accounts who create exceptional content & who are A MUST FOLLOW in BioTech and the financial markets๐ BioTech: @Biotech2k1 @BiopharmIQ @Maximus_Holla @Pharmdca @BiomedicalRX @learnbiotech @CrisprGlenn @Andre_AGTC @ablidy @AppleHelix @JessieChimni @TohJah7809 @JohnPDalyJr @BowTiedBiotech @3primeAnalytica @jfais20 @drrichjlaw @GeneInvesting @zhaoweiasu @chuminhua432 Global Economy & Financial Markets: @LeoNelissen @WallStSai @BrandonVanZee @erwtrades @jimbo6607"
X Link 2026-02-13T19:21Z 18.5K followers, [----] engagements
"@Gwynne_Shotwell Congrats for this huge milestone I would also emphasise the crucial geopolitical importance of @Starlink in places like Iran and Ukraine - where Starlink is simply irreplaceable Godspeed and all the best"
X Link 2026-02-14T08:18Z 18.5K followers, [--] engagements
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