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[@BowTiedBiotech](/creator/twitter/BowTiedBiotech)
"10/💡 Investor takeaway: This is pharma acting like retail + tech: ✅ Control the channel ✅ Lock in the patient ✅ Maximize tail Expect more DTC models in 2026+. Watch this space"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1945830706304758083) 2025-07-17 12:59:26 UTC 19.6K followers, XX engagements


"➜ The new blueprint for China biotech dealmaking $PFE 3SBio PD1xVGEF 🔹 Discovered in China 🔹 Licensed globally 🔹 Developed & manufactured in USA Pfizer will make SSGJ-707 in North Carolina (drug substance) and Kansas (drug product). 📝This is likely going to be the deal template for China/US deals go-forward"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1924784520244383822) 2025-05-20 11:09:25 UTC 19.6K followers, 8591 engagements


"@bioinvestor24 You know this space much better than me. I thought interesting to try to solve the tolerability puzzle with a smooth PK curve which is enabled by their molecule"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947996635617022111) 2025-07-23 12:26:04 UTC 19.6K followers, XXX engagements


"🔥 1/3 The First Oncolytic Approval Since 2015 $REPL is one week from its biggest moment yet: RP1 + Opdivo faces FDA decision on July XX 📈 ORR XX% in PD-1naive 📉 Volatility XX% 📌 No randomized trial (see next post) 📌 Intratumoral injection A binary event that could reignite the oncolytic virus field 👇🏼"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1944708828089495648) 2025-07-14 10:41:30 UTC 19.6K followers, 19.5K engagements


"🎙Should Venture Capital Funds Deploy Early or Reserve Capital for Follow-Ons Ep. XXX This one is for my VC friends searching to maximize DPI for their LPs. Fund deployment strategy is a hot topic. What is the right $$$ amount to hold in reserve for follow-on investing. 🤖Today the robots discuss and look to break the best practice of reserving XX% for follow-on. 📣🎙 TODAYS PODCAST: 0:07 Welcome 1:57 XX percent rule 4:17 Power law 6:14 Deploy framework 7:59 Recycling capital 9:56 LPs expectations 11:28 Case example 13:15 Key takeaways 14:54 Final thought 🔗 links to podcast: Substa*ck Spotfy:"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948069429352243328) 2025-07-23 17:15:19 UTC 19.6K followers, 1069 engagements


"Short-term arbitrage targets if you believe the deal closes on time and without conditions. ✅ Short-Term Merger Arbitrage Trades (Event-driven low risk) Target low-spread near-term closings: $LNSR (Alcon): XXXX% yield guided close mid-to-late 2025. Long wait but very clean deal. $BPMC (Sanofi): Tight spread (0.36%) Q3 close. Safe bet but little upside. $VERV (Eli Lilly): XXXX% spread Q3 close $X CVR potential for upside if CVR is credible. $VRNA (Merck): XXXX% yield closing Q4. Possible upside with low risk. 💥 Speculative CVR-Asymmetric Plays These are riskier but could offer high returns if"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947481157647450463) 2025-07-22 02:17:45 UTC 19.6K followers, 2316 engagements


"EMERGING I&I BIOLOGY REPRICING: History Might Repeat Itself Two dark horses are emerging in the I&I space. While most of the field is chasing multi-functional cytokine biologics and familiar immune modulators these two ORAL programs have surfaced with compelling data that challenge pharma orthodoxy. $CRVS oral ITKi for AD ITK has long been considered an oncology play. In AD dermatology experts have voiced concerns about tipping Th1/Th17 balance too far which could provoke viral reactivation or psoriasis flares. But the early Phase 1b data show fast EASI responses and benign safety labs."  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947830761538691471) 2025-07-23 01:26:57 UTC 19.6K followers, 9205 engagements


"Seeing this chart going around. It is nice but we are long past the point where another 1-2% delta in weight loss at XX or XX weeks matters. Its an intellectually barren discussion at this point. Lets shift the dialog to the next frontier precision obesity treatment - understanding which patient respond to which mechanism. e.g. is there a metabolic subtype that preference for GIP/GLP dual agonists vs those who respond better to amylin or MC4R-based pathways This is where the differentiation is going to ultimately come from"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1945098234826764760) 2025-07-15 12:28:52 UTC 19.6K followers, 8579 engagements


"Weve added extra insights in the comments section under todays $REPL catalyst breakdown. 📌 Going forward youll see more follow-up analysis dropped directly in the comments of each Monday Catalyst post especially as new data or sentiment shifts emerge. 🔍 So dont just read the top post scroll down check back and jump in. Well be building the conversation in real time"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1944946383955349638) 2025-07-15 02:25:27 UTC 19.6K followers, 3195 engagements


"3/ Why go DTC now 🕒 Patent cliff in 2026 🏛 Medicare price cuts also hit in 2026 ($231 cap) 🧨 Generics inbound $BMY and $PFE are racing to monetize before the crash"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1945830688181137817) 2025-07-17 12:59:22 UTC 19.6K followers, XXX engagements


"📬 Ep. XXX is Live: Your Weekly Biotech News Fix From FDA turbulence to private equity takeovers we cover the week that shaped the future of medicine. This weeks edition includes: 🔹 FDA flags $ARGX Vyvgart Hytrulo on safety 🔹 $RGEN new bispecific joins the myeloma arms race 🔹 $NVM fails to challenge Rinvoq in GCA 🔹 $ARGX makes a $1.5B macrocyclic peptide bet 🔹 $GILD Yeztugo targets $4.5B HIV prevention market 🔹 $SAGE rejects $BIIB gets sold anyway 🔹 $BLUE PE acq signals new pharma exit playbook 🔹 Beckleys psychedelic nasal spray hits in Phase X We keep it short for weekday consumption"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941282917743046849) 2025-07-04 23:48:09 UTC 19.6K followers, 2197 engagements


"🔸 The Asset: SSGJ-707 3SBios PD-1 x VEGF bispecific is showing strong data: 👉🏼 XX% ORR XXX% DCR as monotherapy in 1L PD-L1+ NSCLC 👉🏼 XX% ORR in squamous NSCLC combo 👉🏼 XX% ORR in 3L mCRC 🧐Pfizers likely plan Combine it with MMAE-based ADCs like Padcev to drive real differentiation. 👷And critically: manufacturing will happen in the U.S. Sanford NC (drug substance) McPherson KS (drug product)"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1925517750169899273) 2025-05-22 11:43:00 UTC 19.6K followers, 1234 engagements


"6/ 🧲 M&A Implications This isnt just about earnings. The overhang froze deals. Now 🔹 Swiss buyers (Roche Novartis Lonza) can get aggressive again in the US 🔹 PE firms may re-enter Swiss CDMO auctions 🔹 Galderma becomes takeout bait for aesthetics roll-ups This clause unlocks cross-border dealmaking"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941459833493868545) 2025-07-05 11:31:09 UTC 19.6K followers, XXX engagements


"4/ 📈 Impact on Swiss Pharma Stocks 🔹 Roche $RHHBY XX% of sales from US 🔹 Novartis $NVS XX% of sales from US 🔹 Lonza $LZAGY XX% of rev from US CDMO 🔹 Sandoz $SDZNY XX% US exposure 🔹 Galderma $GALD US is top aesthetics market (40%) All had a tariff discount priced in. Thats now unwinding"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941459829362462817) 2025-07-05 11:31:08 UTC 19.6K followers, XXX engagements


"🧵 1/ COMMERCIAL STRATEGY THREAD: Bristol Myers & Pfizer just made an old drug feel new again. Theyre taking Eliquis (a $13B blood thinner) and launching it direct-to-consumer at a steep discount. What sounds like politics is actually a clever tail optimization play. Lets break it down: 🧠💊"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1945830682111963584) 2025-07-17 12:59:21 UTC 19.6K followers, 2459 engagements


"🔮 Beyond GLP-1s: Whats Next in Obesity Care X Depot Biologics Amgens maridebart cafraglutide shows XX% weight loss with monthly or longer dosing. Antibody conjugates linger in fat-rich tissue softening early GI side effects the top dropout driver. X Lean Mass Protectors Muscle loss fuels weight regain post-GLP-1. Expect incretin combos with myostatin blockers SARMs or anabolics. Trials like Scholar Rocks apitegromab are already adapting. X Symptom Co-Packs GLP-1 + ondansetron starter kits are emerging in telehealth. If they cut discontinuations regulators may approve co-packaged labels"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1946226202601283619) 2025-07-18 15:11:00 UTC 19.6K followers, 1168 engagements


"🏗 $165B+ Committed to U.S. Pharma Manufacturing Biopharma is building at full tilt 👇🏼 🔸 $55B - $JNJ (4 yrs) 🔸 $50B - $RHHBY (5 yrs) 🔸 $27B - $LLY 🔸 $23B - $NVS (5 yrs) 🔸 $9B - $MRK ($1B Durham) 🔸 $900M - $AMGN (Ohio XXX jobs)"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1916100949904658602) 2025-04-26 12:04:00 UTC 19.6K followers, 15.6K engagements


"Thats why the long half-life differentiation strategy is interesting. If they need to flip to combo on the tail maybe it is a move to another long acting combo like amylin in the near term or some novel agent/peptide in the medium term. Its super interesting to think about combo strategy informed not only by biology but by overlapping PK/titration"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948051716173140431) 2025-07-23 16:04:56 UTC 19.6K followers, XXX engagements


"Tale of Woe for Pharma CROs "Since January hardship has hit the preclinical contract research labs - Evotec Wuxi Apptec and Gingko Bioworks. All down XX% to XX% in this short time span. Charles River still holding stable. " "Surprising that Wuxi Apptec even with the highly publicized headwinds still outperformed Evotec and Gingko which have their own set of problems." "In what appears to be a disaster year for the contract research lab industry this massive drop in share price appears to be correlated with the general retraction of big pharma headcount and layoffs. Fewer orders placed less"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1824457282647658601) 2024-08-16 14:44:47 UTC 19.6K followers, 6945 engagements


"2/ 📚 The Arena Story: From Ph2 Pop to Ph3 Plateau 1Phase 2b ARISE Study (2018) Arena ($ARNA) lit up the UC space with etrasimod a selective S1P1 modulator. The Phase 2b ARISE trial showed: 🔹15% placebo-adjusted clinical remission @ wk-12 🔹Strong endoscopic and clinical response signals 🔹Clean safety vs ozanimod (less bradycardia no liver lab burden) Investor reaction: Huge enthusiasm $ARNA rallies. Etrasimod dubbed the best-in-class oral in UC. 2Phase X ELEVATE UC XX / XX (20212022) Arena launches a robust Ph3 program: 🔹Dual trials: 12-week induction (UC 12) 🔹52-week combined"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947811828588757070) 2025-07-23 00:11:43 UTC 19.6K followers, 1546 engagements


"6/ M&A Implications: Big Pharma Is Back 1H25 M&A spend is already rivaling 2024 totals: 🔹 $JNJ $14.6B for $INTC 🔹 $SNY $9.5B for $BPMC 🔹 $MRK $10B for $VRNA 2025 is shaping up to be the year of post-approval M&A"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1942902183164334406) 2025-07-09 11:02:32 UTC 19.6K followers, 1314 engagements


"2/Eliquis (apixaban) is one of the worlds top-selling drugs. Used to prevent strokes and clots in AFib its a DOAC co-marketed by $BMY and $PFE. 🔹 2024 global sales: $13.2B 🔹 U.S. list price: $606/month 🔹 New DTC price: $346/month"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1945830685681254675) 2025-07-17 12:59:21 UTC 19.6K followers, XXX engagements


"Also since there is an unwillingness or inability politically to deliver deep cuts what is the alternative Continue down the path of debt accumulation and default Better to cut rates go for growth continue to try to cut government spending and hope for the best. The current strategy of the past few decades has been a massive fail"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947598364222058894) 2025-07-22 10:03:29 UTC 19.6K followers, XXX engagements


"1/ 🚀 Longevity biotech focuses on extending healthy years not just lifespan Aging populations will cost $7.1T in the US by 2050. One breakthrough - an FDA healthspan label - could reshape medicine and markets. Heres whats coming"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948365290988847194) 2025-07-24 12:50:58 UTC 19.6K followers, 1256 engagements


"1/ BIG Upside. $ABVX $600M EV vs $9B rNPV if obefazimod delivers Assume $3B WW peak @ 6x = $18B XX% haircut (risk/dilution) = $9B fair XX upside if maint hits Comp M&A: etrasimod ( $PFE $6.7B at P2) mirikizumab ( $LLY $10B+ pipeline) Now Ph3-validated: XX mg shows 1319 % CR all key X met no new safety sigs rare UC oral w/ IL-23-like efficacy no BBW no monitoring Maint readout Q2-26 NDA/MAA 2H26. While sentiment runs hot its worth revisiting what happened with Arena Therapeutics - a cautionary tale for high-profile UC orals. (See next post)"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947811825493434555) 2025-07-23 00:11:42 UTC 19.6K followers, 16.2K engagements


"2/ 🌍 Big Picture Impact 🩺 Reduce chronic disease burden 💰 Increase productivity and workforce participation 🧓 Disrupt retirement pension and insurance systems Calico Altos and Rejuvenate Bio are investing billions. A formal label could unlock institutional capital"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948365294478508230) 2025-07-24 12:50:59 UTC 19.6K followers, XX engagements


"RIP @Sports_bios IYKYK This is $ABVX obefazimod ABTECT Ph3 induction readout XX mg QD meets FDA CR @ wk-8 w/ XXXX % (105) & XXXX % (106) all key X (endo-imp clin-resp HEMI-1) stat-sig caveat: XX mg misses CR in XXX but pooled clin-resp XXXX % trial XX % adv-Tx exp incl biggest JAK-fail pop ever in UC Ph3 safety looks clean TEAE-d/c X % no new sigs 678/1275 responders roll into XX wk maint (readout 2Q26) resp-only maint design so need XX % CR to lock best-in-class oral cash XX M so expect raise or BD pre-NDA jmho"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947792502066417706) 2025-07-22 22:54:55 UTC 19.6K followers, 24.9K engagements


"♻ $LLY spreading the GLP-1 money around everywhere - smart"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1944194820550844902) 2025-07-13 00:39:01 UTC 19.6K followers, 3042 engagements


"🎙 New Episode: Your Weekly Biotech News Fix Ep. XXX 📣🎙 TODAYS PODCAST: 0:00 Intro 1:28 Regeneron BiFx Approval 3:33 Cosentyx GCA Trial Failure 6:05 Vyvgart Hytrulo Safety Risk 7:30 Argenx Macrocyclic Peptide Deal 10:17 Gilead HIV Market Strategy 12:02 Bluebird PE Acquisition 13:42 Sage Tx Buyout Drama 15:29 Beckley Psychedelic Nasal Spray 17:20 Mifepristone Access Debate 20:12 Closing 🔗 links to podcast: Substa*ck Spotfy:"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941562695628841260) 2025-07-05 18:19:53 UTC 19.6K followers, 1596 engagements


"9/ XBI Angle: Why This Moves the Needle 🔹 $VRNA is in $XBI 🔹$10B deal = 0.250.4% direct index impact More importantly - potential momentum trade If $VRNA gets scooped up whos next Names like $INSM $TVRD $LIFE $REPL may get fresh M&A flow"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1942902187895435673) 2025-07-09 11:02:33 UTC 19.6K followers, 3852 engagements


"3/ What it Means for $ABVX if the Arena Pattern Repeats ✅ If ABTECT-1/2 Induction ABX464-107 Maintenance tracks like ELEVATE: Obefazimods induction looks very Arena-like: 🔹13.419.3% CR @ wk-8 (ABTECT-1/2) 🔹High-risk pop: XX% prior adv therapy incl. JAK-fails 🔹Very clean safety: no new sigs well tolerated BUT 🟠 Risk: Maintenance shows blunted remission delta 🔹PBO response could rise compressing efficacy gap 🔹Subgroups (JAK-fail) may revert to refractory baseline 🔹Prior 5-ASA steroid or biologic/JAK exposure may not hold 8w gains through 44w If that happens: 💰 Valuation Implication Peak"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947811830220386427) 2025-07-23 00:11:43 UTC 19.6K followers, 1855 engagements


"DOGE THIS Pharma Revenue per Employee Top XX most efficient: X $VRTX - $1.9M X $GILD - $1.5M X $BMY - $1.5M X $AGN - $1.4M X $BIIB - $1.3M X $ABBV - $1.1M X $AMGN - $1.1M X $GENMAB - $1.0M X $REGN - $1.0M 🔟 $MRNA - $0.9M"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1859793090724466937) 2024-11-22 02:56:40 UTC 19.6K followers, 21.4K engagements


"3/ 🤝 Trade Deal Breakthrough Now the US and Switzerland are finalizing a trade accord. Key clause: Both sides agree to cooperate to avoid tariffs on pharma exports. Its not an exemption but it massively lowers the odds of a future levy. Markets are starting to notice"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941459826825207904) 2025-07-05 11:31:07 UTC 19.6K followers, 1015 engagements


"10 -- Drugs on Track for FDA Approval in 2025 $IONS $SNY $RGNX $VRTX $ABBV $SWTX $ARWR $URGN $RARE Source: Maryam Daneshpour on the HR app"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1880273875696812495) 2025-01-17 15:20:00 UTC 19.6K followers, 31.5K engagements


"Discovered in China Scaled in America: The $6B Cancer Deal That Could Reshape ChinaUS Biotech $PFE just paid $1.25B upfront to license a PD-1 x VEGF bispecific from Chinas 3SBio. Its one of the richest Chinese biotech deals ever. But this isnt about one molecule. Its a blueprint for what comes next. Lets break it down:"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1925517742641221699) 2025-05-22 11:42:58 UTC 19.6K followers, 20.7K engagements


"1/ 💰 New Benchmark for China Biotech M&A Sino Biopharm just bought LaNova for $951M. But 💵 $450M of that is LaNovas own cash. 🧾 Real EV = $501M just XXX cash. A global-validated biotech at book value. Let that sink in"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1946260380818321616) 2025-07-18 17:26:49 UTC 19.6K followers, 1189 engagements


"Updated list: $300B Committed to US Biopharma Manufacturing Investment 7.21.25 $JNJ: $55B $RHHBY: $50B $AZN: $50B $GILD: $32B $TAK: $30B $LLY: $27B+ $NVS: $23B $SNY: $20B $MRK: $9B $BIIB: $2B $TMO: $2B $AMGN: $900M"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947432611712012694) 2025-07-21 23:04:50 UTC 19.6K followers, 3016 engagements


"2/ 20252027: The industrial era begins ✅ 20+ ADC approvals by YE 2027 ✅ Site-specific conjugation becomes the standard ✅ Daiichi Pfizer ramp XX manufacturing capacity ✅ $15B market with XXX% CAGR This is no longer boutique biotech. Its scaled oncology infrastructure"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947261104939299269) 2025-07-21 11:43:20 UTC 19.6K followers, XXX engagements


"🧬🧠🐭IN VIVO BRAIN EDITING via ICV just hit XX% genomic correction and XX% mRNA correction in cortex. Prime editing in the actual brain🤯 @davidrliu always taking it up level - never ceases to impress"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947483016575783417) 2025-07-22 02:25:08 UTC 19.6K followers, 6380 engagements


"🧬Non-Viral Gene Therapy: Rampart Bioscience launches with $125M for non-viral gene therapies This is the 4th shot on goal we note in this space: X. $GBIO now partnered with $MRNA X. Anjarium: AbingworthGimvOmega X. SeaWolf: Versant X. Rampart: Forbion Orbi RA"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1716774094509601039) 2023-10-24 11:10:14 UTC 19.6K followers, 3074 engagements


"#1 Biotech in Europe $ARGX - Argenx leads the pack with a $35B market cap Thats ahead of some big-name U.S. biotechs: 🔹$ALNY (Alnylam) - $34B 🔹$IONS (Ionis) - $5B 🔹$BBIO (BridgeBio) - $6B 🔹$BEAM (Beam) - $2B $ARGX $IONS + $Beam + $BBIO COMBINED Seriously. The engine 🧬 Vyvgart - an FcRn inhibitor turning into a multi-indication autoimmune franchise CIDP ITP MG and more on deck. Could $ARGX become Europes Regeneron"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1906170295058141692) 2025-03-30 02:23:07 UTC 19.6K followers, 6868 engagements


"📈 Biotech M&A Heats Up in Q2 The chart was already looking strong 🔸 $17.2B in announced equity value 🔸 $9.8B held by active managers 🔸 Big wins for $BPMC $SWTX and $VERV holders But todays $ABBV buyout just added another $2.1B to the mix. That brings Q2 biotech M&A to $19.3B and the quarters not over. The trend Big Pharma is shopping again and active funds are finally getting paid. Lets see whos next. Sources below: Leerink & @andrewpannu"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1939670468522332598) 2025-06-30 13:00:51 UTC 19.6K followers, 1930 engagements


"@biopharmacaster Im sure someone more familiar will chime in but my sense is Iova was working in mono in a more clean cohort which there was more comfort around"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947633780983791727) 2025-07-22 12:24:13 UTC 19.6K followers, XXX engagements


"Top XX Pharma M&A Projections Brought To You By Grok Top XX Takeover Predictions: X Viking Therapeutics ( $VKTX $5B GLP-1) VK2735 could appeal to $LLY X Structure Therapeutics ( $GPCR $2B GLP-1) Oral GSBR-1290 fits $PFE needs X Hanmi Science ( KOSDAQ:128940 $3B GLP-1) Strong IP could attract $SNY X Zealand Pharma ( CPH:ZEAL $4B GLP-1) Innovative pipeline suits $GSK X BioAtla ( $BCAB $1.5B immuno-oncology) Target diversity fits $MRK model X ImCyse (Private $1B immunology) Precision immunology right for $RHHBY X Rubius Therapeutics (Private $2B radiopharma) Early but intriguing could suit $AMGN"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1922975790993440911) 2025-05-15 11:22:10 UTC 19.6K followers, 13.2K engagements


"The Science He Wants to See and Whos Building It When asked what breakthroughs he hopes to witness the answer was clear: curative not incremental. 👉🏼 A cure for type X diabetes $SANA 👉🏼 Metastatic cancer therapies $MRUS 👉🏼 A universal flu shot $MRNA 👉🏼 Neurodegen from AD to ALS $DNLI"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1944351581098356798) 2025-07-13 11:01:55 UTC 19.6K followers, 6929 engagements


"$REPL Sentiment Analysis CDI = XXX - mildly bullish To interpret the CDI scale: 👉🏼Values near X indicate a neutral or balanced consensus 👉🏼 Positive scores (up to +2) reflect increasingly bullish sentiment 👉🏼 Negative scores (down to -2) suggest a bearish or skeptical tone. 📝 High CDI paired with high IV often signals crowded optimism which can lead to volatility crushes and fade setups. 📝 High CDI with low IV may suggest underpriced upside presenting long opportunities"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1944938295881871815) 2025-07-15 01:53:19 UTC 19.6K followers, 3040 engagements


"🍄Psychedelics: BPL003 in TRD: Fast Clean and Still Unproven $ATAI +10% pre-market.could see it run another 10-20% on a likely low volume pre-4th day atai Life Sciences and Beckley Psytech just released Phase 2b data for BPL003 an intranasal formulation of 5MeODMT in treatment-resistant depression (TRD). Both X mg & XX mg doses beat a low-active control on MADRS scores at Day XX with rapid onset (by Day 2) and durability through X weeks all after a single dose. Clinical signal ✅ Operational efficiency ✅ FDA-ready Not quite. What Stands Out Short trip: 3060 min psychedelic experience full"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1940003117107429521) 2025-07-01 11:02:41 UTC 19.6K followers, 8279 engagements


"1/ 🫁 Mercks $10B Verona Bet: A Biotech Thread $MRK will acquire Verona Pharma $VRNA for $10B. This deal is bigger than it looks. Lets unpack what it means for biotech M&A and XBI There is ALOT to learn and we will take you in between the lines 👇🏼"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1942902172934631625) 2025-07-09 11:02:30 UTC 19.6K followers, 34.4K engagements


"Another one AstraZeneca unveils $XX billion US investment as pharma tariff threat looms"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947430302546006296) 2025-07-21 22:55:40 UTC 19.6K followers, 1270 engagements


"This is a great article and if yes one would think M&A imminent. Although the next question would be how much smaller is the MASH market in a post-GLP-1 world $MDGL On the IP topic: 🐻If generic challengers can present expert testimony that the weight-based dosing effect was expected or show that the Phase III protocol and results made such a threshold obvious to skilled practitioners the patent may not survive litigation. 🐂If Madrigal can prove that the threshold and associated clinical responses were both unexpected and non-obvious the patent could indeed extend Rezdiffra exclusivity until"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1945604597562970608) 2025-07-16 22:00:58 UTC 19.6K followers, 4936 engagements


"If you follow us you saw this one coming months ago.secondary sales are now mainstream. This creates and issue for VC liquidity. Adapt or die - there is opportunity in every crisis"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947999836856566243) 2025-07-23 12:38:47 UTC 19.6K followers, 1179 engagements


"9/ For $BMY with Revlimid + Eliquis cliffs looming This is revenue engineering. Catch remaining brand loyalty before new patients start on generics. Not sexy. Just smart. Buys time. Buys flexibility"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1945830702919913972) 2025-07-17 12:59:26 UTC 19.6K followers, XXX engagements


"👀 PD1xVEGF $PFE Nice analysis on why Pfizer is paying more than recent comps 👇🏼"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1924650951920468368) 2025-05-20 02:18:39 UTC 19.6K followers, 8189 engagements


"New Drop: Biotech Market Research Ep. XXX $CRDF Cardiff Oncology is approaching a high-stakes data readout in 1L KRAS-mutant mCRC. 📅 July XX 📈 IV: XXX% 🧪 If the data hits PLK1 inhibition could become a new pillar in KRAS+ oncology. 👇 Heres the setup"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947256219640418566) 2025-07-21 11:23:55 UTC 19.6K followers, 2208 engagements


"📊 3/3 Full Breakdown Inside This weeks BowTiedBiotech covers: 🔸 The risk/reward on RP1 🔸 Options market setup 🔸 FDA stance on single-arm trials 🔸 Commercial ceiling for injectable therapies Read before July 22:"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1944708832237641753) 2025-07-14 10:41:31 UTC 19.6K followers, 1618 engagements


"2023 - miRNA questions.answered in 2025 in a BIG way $ABVX"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948162000758223246) 2025-07-23 23:23:10 UTC 19.6K followers, 2799 engagements


"I&I Glue Degraders: NEK7 / NLRP3 Glue enters man.data in 2026. $GLUE"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947259250247389628) 2025-07-21 11:35:58 UTC 19.6K followers, 5421 engagements


"1/ ADCs = X parts endless potential Every ADC has: 🔸 An antibody (targeting) 🔹 A payload (killing) 👉🏼 A linker (delivery system) Improve any one and the whole platform gets better. Whats coming is a simultaneous upgrade to all three"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1947261098840797276) 2025-07-21 11:43:18 UTC 19.6K followers, XXX engagements


"5/ Hidden Insight: This Isnt Just About COPD Ohtuvayre is approved for COPD maintenance therapy but Mercks language hints at broader ambitions. What to potentially watch: 🔹Asthma 🔹Bronchiectasis 🔹Long-COVID 💡Prediction: This becomes a pipeline-in-a-drug with label expansion trials starting in 2026"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1942902180912013324) 2025-07-09 11:02:31 UTC 19.6K followers, 1521 engagements


"🎧 Weekly Biotech News Fix Ep. XXX The Week of 7/7/25 👂For those that prefer to listen: 💣 Trump XXX% pharma tariff threat 12-mn runway 💉 Moderna scores full FDA approval for kids 🧬 Merck drops $10B on Verona 📂 FDA releases 200+ rejection letters 🧪 AbbVie bets $2B on trispecifics 🌍 Gilead pulls off an unprecedented HIV access deal 🧠 Lillys AD franchise updates its safety strategy 🧓 Longevity arms race heats up 📉 RFK Jr.s HHS keeps investors guessing 🔗 links to podcast: Substa*ck Spotfy:"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1944104156832084039) 2025-07-12 18:38:45 UTC 19.6K followers, 1480 engagements


"Those still sitting on the it's terrible narrative will remain sidelined. $XBI is up XX% since the liberation day panic in early April. M&As are happening. S&P hovering at all time high. Real inflation well under X% (via Truflation) and yes we just had ANOTHER budget surplus due to tariff revenues and cost cutting"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1944074929667760314) 2025-07-12 16:42:37 UTC 19.6K followers, 11.5K engagements


"@Andre_AGTC @A_May_MD @seedy19tron The fall is when things will pickup. The man below will be picking winners. YTD has been the first course of a XX course meal. LFG"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948187254410629271) 2025-07-24 01:03:31 UTC 19.6K followers, XXX engagements