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[@BiotechCH](/creator/twitter/BiotechCH)
"On todays #BiotechHangout @MatteisPaul @JMaraganore @EricSchmidt151 & @soowannaway (Graig Suvannaveijh) will discuss market sentiment strong $XBI & whether were ready for biotech IPOs plus the latest on policy: FDA Commissioners National Priority Voucher (CNPV) recipients White House GLP-1 pricing comments plus HAE consolidation: $BCRX/$ATXS $700M deal regulatory: $LEGN label update & Q3 Carvykti sales FDAs OAI letter to $NVO mfg facility & impact on $SKKR & $REGN $BCAX BTD for head & neck cancer @statnews Summit takeaways company news: $REGN/Decibel hearing loss data $XNCR leaked abstracts"  
[X Link](https://x.com/BiotechCH/status/1979181209079939554) [@BiotechCH](/creator/x/BiotechCH) 2025-10-17T13:42Z 15.1K followers, 6285 engagements


"On todays #BiotechHangout @MatteisPaul @SamFazeli8 @JMaraganore @soowannaway (Graig Suvannaveijh) discuss the $XBI & sector performance drivers $SNYs X% stock dip despite Ph3 eczema success $INSMs incredible year & readthrough from $UTHRs Ph3 IPF data Corsera Health $50M launch #ESC2025: $IONS & $ARWR ApoC3 data ASO vs RNAi discussion tracking upcoming data: big year for AD readouts plus QUREs AMT-130 $HRMYs ZYN00 #WCLC25: $SMMTs ivonescimab & $AZNs FLAURA2 $AXSM AXS-05/Auvelity expected sNDA submission plus discussion themes: obesity readouts - is obesity a zero sum game biomarkers - do"  
[X Link](https://x.com/BiotechCH/status/1963950153967993086) [@BiotechCH](/creator/x/BiotechCH) 2025-09-05T12:59Z 15.1K followers, 5281 engagements


".@soowannaway (Graig Suvannavejh) is optimistic about the recent surge noting the $XBIs XX% + rally off the lows triggered by earlier tariff announcements: In the past month or so it feels very tangible.Macro things with uncertainty earlier in year with respect to Washington D.C policies RFK Jr. and what he may have brought forth changes in FDA and noise around potential lowering of prices. Today its not as bad as people think. Theres still uncertainty every day of what might come out of Washington D.C. but from an investor perspective worse case fears havent materialized.How sustainable this"  
[X Link](https://x.com/BiotechCH/status/1979220628231327875) [@BiotechCH](/creator/x/BiotechCH) 2025-10-17T16:19Z 15.1K followers, XXX engagements


"President Trump says Ozempic (GLP-1) prices will drop from $1300 to $XXX but this was walked back by Dr. Oz who clarified the number wasnt official and prices may land higher. My guess is if these pharma companies with all their sophistication and financial planning and analysis powers are cutting a deal with the government it's probably going to be an okay deal economically for them. Of course a lot has been made of the fact that Pfizer hasnt had to restate guidance or refile any SEC paperwork any changes to its financial condition in the wake of its deal with the White House.I think we can"  
[X Link](https://x.com/BiotechCH/status/1979227064566788275) [@BiotechCH](/creator/x/BiotechCH) 2025-10-17T16:44Z 15.1K followers, XXX engagements


"On todays #BiotechHangout @EricSchmidt151 @SamFazeli8 @BrianSkorney & @YaronWerber cover the latest macro news: TrumpRx MFN pricing/tariffs $PFE/White House deal $AZN moving to NYSE $XBI broke XXX are we in a biotech bull market George Tidmarshs LinkedIn posts FDA derails $IOBTs cancer vaccine plan $APLTs stock volatility company news: $GMAB/$MRUS deal & impact for $BCAX $MLTX #HidradenitisSuppurativa data $LRMR #FriedreichsAtaxia data & stock fall $ENTA RSV data & big stock reversal Q4 conferences: #ESMO2025 preview Q4 earnings season plus $GSK CEO change & more:"  
[X Link](https://x.com/BiotechCH/status/1974097465763619270) [@BiotechCH](/creator/x/BiotechCH) 2025-10-03T13:01Z 15.1K followers, 7953 engagements


"On todays #BiotechHangout @t_lorriman @BrianSkorney @SamFazeli8 @YaronWerber & @luba_greenwood will cover deals & financings: $AKRO/$NOVO #MASH deal $BMY/Orbital deal MapLight ($MPLT) IPO AI Pharma deals: $AZN/Algen $SNY/BenchSci Nilo Therapeutics $101M Series A Ascentas $325M first biotech fund company news: $RCUS #ccRCC data $SKYE CBeyond Phase 2a data $DYN DM1 data & #WMS2025 DMD presentations $IONS Innovation Day regulatory: $LXEO FDA update Peter Marks joins $LLY plus board evolution & effective vs. ineffective boards much more:"  
[X Link](https://x.com/BiotechCH/status/1976642657410552132) [@BiotechCH](/creator/x/BiotechCH) 2025-10-10T13:35Z 15.1K followers, 5899 engagements


"$BCRX is set to acquire $ATXS for $700M adding late-stage HAE asset navenibart to its portfolio alongside Orladeyo. $BCRX is not that big of a company so to do a deal that is for the better part of a billion dollars - thats a pretty significant acquisition for a small company. Its a consolidation of two players in the HAE space.It feels like a fairly smart deal.I do think it's hard for small companies sometimes to get full credit for an asset that might not meet that critical mass for some investors shares @MatteisPaul #BiotechHangout"  
[X Link](https://x.com/BiotechCH/status/1979228057308401760) [@BiotechCH](/creator/x/BiotechCH) 2025-10-17T16:48Z 15.1K followers, XXX engagements


"The neurodegenerative disease space is so tough. Weve been waiting for the results of this $ALEC data for a long time shares @soowannaway (Graig Suvannavejh) on $ALECs topline Ph3 data in frontotemporal dementia expected by mid-November. We're awaiting the results of the study where there are two co-primary endpoints a change to the SAP for the study but there is an efficacy readout and the addition of a biomarker-based endpoint. Clearly the market is not ascribing a lot of value or expectation that this is going to work and given the complexities of the disease and that we have prior data"  
[X Link](https://x.com/BiotechCH/status/1979237222768320648) [@BiotechCH](/creator/x/BiotechCH) 2025-10-17T17:25Z 15.1K followers, 1172 engagements