[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Biomaven](/creator/twitter/Biomaven) "Been thinking more about the $HROW biosimilar deal. The key here is that most biosimilar marketing is payer-centric - once there are multiple players (as there are already for Lucentis) it's all been about convincing payers to chose your product in an environment of rapidly declining ASPs. But these drugs are largely in-office buy-and-bill so a prescriber-centric approach makes much more sense. Further there is significant cost-pressure from payers - indeed some dozen insurers (like BCBS Michigan) even require step-therapy starting with off-label compounded Avastin. (Medicare Advantage payers"  [@Biomaven](/creator/x/Biomaven) on [X](/post/tweet/1946223364147757370) 2025-07-18 14:59:43 UTC 8504 followers, 1076 engagements "Next gen SARS-CoV-2 inhibitor from Shionogi - some 30x more potent than ensitrelvir (which in turn is significantly more potent than Paxlovid)"  [@Biomaven](/creator/x/Biomaven) on [X](/post/tweet/1941685244597334447) 2025-07-06 02:26:51 UTC 8504 followers, 1258 engagements "Normally I am wary of serial acquirers as too easy to play fast and loose with the accounting. But $ROP is an exception - their growth has been genuine"  [@Biomaven](/creator/x/Biomaven) on [X](/post/tweet/1941687918478651769) 2025-07-06 02:37:29 UTC 8497 followers, 2221 engagements "Not an area I've ever followed but thinking of possible on-shoring plays: Catalent - that seems the most obvious Amneal - generics-type play Repligen - biologics And more speculative Codexis (CDXS) an enzyme/siRNA play - if Novartis ever wanted to onshore Inclisiran manufacturing Thoughts"  [@Biomaven](/creator/x/Biomaven) on [X](/post/tweet/1942717740369826188) 2025-07-08 22:49:37 UTC 8499 followers, 2817 engagements "This is an instructive chart - comparing $XBI to $TLT (long-term Treasury etf that moves inversely to rates): Right now we are seeing a strong 1-month correlation (0.4). Three months ago we were seeing a strong negative correlation (-0.5)"  [@Biomaven](/creator/x/Biomaven) on [X](/post/tweet/1945226648418197923) 2025-07-15 20:59:08 UTC 8498 followers, 2869 engagements "The Eylea biosimilar space is a bit of a mess right now. $REGN formulation patent seems to expire in 2027 but they have a deal for another competitor to enter in 2026 and $AMGN is already on the market at-risk (they don't use a buffer). So likely for $HROW this will be a 2027 story but same dynamics apply as for Lucentis. So then I would see tremendous financial incentives for payers to require Eylea biosimilar step-therapy before paying for Eylea HD or Vabysmo"  [@Biomaven](/creator/x/Biomaven) on [X](/post/tweet/1946223365989306512) 2025-07-18 14:59:44 UTC 8504 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Biomaven
"Been thinking more about the $HROW biosimilar deal. The key here is that most biosimilar marketing is payer-centric - once there are multiple players (as there are already for Lucentis) it's all been about convincing payers to chose your product in an environment of rapidly declining ASPs. But these drugs are largely in-office buy-and-bill so a prescriber-centric approach makes much more sense. Further there is significant cost-pressure from payers - indeed some dozen insurers (like BCBS Michigan) even require step-therapy starting with off-label compounded Avastin. (Medicare Advantage payers"
@Biomaven on X 2025-07-18 14:59:43 UTC 8504 followers, 1076 engagements
"Next gen SARS-CoV-2 inhibitor from Shionogi - some 30x more potent than ensitrelvir (which in turn is significantly more potent than Paxlovid)" @Biomaven on X 2025-07-06 02:26:51 UTC 8504 followers, 1258 engagements
"Normally I am wary of serial acquirers as too easy to play fast and loose with the accounting. But $ROP is an exception - their growth has been genuine" @Biomaven on X 2025-07-06 02:37:29 UTC 8497 followers, 2221 engagements
"Not an area I've ever followed but thinking of possible on-shoring plays: Catalent - that seems the most obvious Amneal - generics-type play Repligen - biologics And more speculative Codexis (CDXS) an enzyme/siRNA play - if Novartis ever wanted to onshore Inclisiran manufacturing Thoughts" @Biomaven on X 2025-07-08 22:49:37 UTC 8499 followers, 2817 engagements
"This is an instructive chart - comparing $XBI to $TLT (long-term Treasury etf that moves inversely to rates): Right now we are seeing a strong 1-month correlation (0.4). Three months ago we were seeing a strong negative correlation (-0.5)" @Biomaven on X 2025-07-15 20:59:08 UTC 8498 followers, 2869 engagements
"The Eylea biosimilar space is a bit of a mess right now. $REGN formulation patent seems to expire in 2027 but they have a deal for another competitor to enter in 2026 and $AMGN is already on the market at-risk (they don't use a buffer). So likely for $HROW this will be a 2027 story but same dynamics apply as for Lucentis. So then I would see tremendous financial incentives for payers to require Eylea biosimilar step-therapy before paying for Eylea HD or Vabysmo" @Biomaven on X 2025-07-18 14:59:44 UTC 8504 followers, XXX engagements