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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


"🔥 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, 19K engagements


"7/ 🏭 CDMO & Supply Chain Read-Through For Lonza and peers: US clients needed tariff guarantees before renewing contracts or expanding capacity. This trade language may reignite stalled contracts and raise exit multiples for manufacturing assets in Switzerland"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941459835893031257) 2025-07-05 11:31:10 UTC 19.6K followers, XXX 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, 2233 engagements


"1/ 🧬 Everyone Forgot About mRNA. Thats a Mistake. In 2025 the U.S. just canceled a $766M Moderna bird flu contract. Investor interest has vanished. The hype cycle is dead And yet mRNA platforms are solving delivery tissue targeting and cell-specific expression all at once. 🎙 New podcast just dropped. 👇🏼"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1935424276896882757) 2025-06-18 19:48:00 UTC 19.5K followers, 1747 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, 8544 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, 3193 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, 2175 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, 2433 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, 1149 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, 15.4K 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 19.5K followers, 1311 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


"🚨 Big news: $PRME (Prime Medicine) just jumped into the Alpha-1 Antitrypsin Deficiency (AATD) race with gene-editing firepower. 🧬 With a $20B TAM and a packed field can a latecomer cash in Lets break down the modalities peak sales and runway. 🧵👇"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1901963232312512849) 2025-03-18 11:45:46 UTC 19.5K followers, 10K engagements


"8/ Mercks Global Distribution Edge This is not only a US launch story. Merck can rapidly scale Ohtuvayre globally: 🔹EU approval likely by 2026 🔹Asia and LATAM by 2027 Bold prediction: US peak sales could double globally under Merck by 2032"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1942902186322571622) 2025-07-09 11:02:33 UTC 19.5K followers, 1106 engagements


"1/ Something a bit different today rather than highlight a specific biotech catalyst we give you a road map for the 2H of 2025 based on an overlay of high volatility and cash runway. 🚨180+ catalysts in 2H 2025 📉Dozens trading below net cash 📈Some setups with pure torque Read the full playbook - X different setups to play 🔗"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1942182022513885549) 2025-07-07 11:20:52 UTC 19.6K followers, 2521 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, 3035 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 19.5K followers, 1593 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 19.5K followers, 3837 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


"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 19.5K followers, 1170 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, 2931 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


"#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, 6855 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 19.5K followers, 1923 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


"@WallStSai Prediction $NVS buys $CYTX to protect Entresto & Anthos abelacimab or $TNYA for cardiac AAV $RHHBY buys $ZEAL for amylin or $WVE for INHBE etc. Now neither of those will happen lol"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941493732228071776) 2025-07-05 13:45:51 UTC 19.5K followers, 1343 engagements


"2/ 📊 X Buckets for 2H Biotech To survive Q3/Q4 structure your trades: Short Cash + Catalyst = Torque ( $ABVX $CAPR) Mid Cash + Pivotal = Core Book ( $MLTX $SRRK) Wildcards = Optionality Explosions ( $CABA $ABUS) We show how to size hedge and time each"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1942182024699142625) 2025-07-07 11:20:53 UTC 19.6K followers, 2333 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, 6868 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, 3038 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, 1240 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 19.5K followers, XXX 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, 1605 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, 2014 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, 5372 engagements


"8/ Yes Eliquis is aging. Yes DOACs are crowded. But heres why this matters for biotech: Can you own the last mile Can chronic meds become subscription cash flows If this works others will follow. 📦💊"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1945830700659159186) 2025-07-17 12:59:25 UTC 19.5K followers, XXX 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 19.5K followers, 1520 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, 1476 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