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[@BowTiedBiotech](/creator/twitter/BowTiedBiotech)
"$GUTS Fractyls dual GIP/GLP-1 gene therapy (RJVA-002) looks impressive on slides XX% body-weight loss in X weeks in DIO mice. Real efficacy. But its also a biological minefield. 💡The Pitch AAV vector delivering GIP + GLP-1 driven by an insulin promoter only active when glucose high. The pancreas becomes a self-titrating incretin pump. One shot no injections lifelong effect. A gene-encoded Mounjaro. 😌The Problem Works because -cells secrete incretins.but those same -cells are already overworked in obesity. No dose control. No reversibility. Elegant on paper; unforgiving in practice. 🐭The"  
[X Link](https://x.com/BowTiedBiotech/status/1975524613875478782) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-07T11:32Z 21K followers, 15.7K 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"  
[X Link](https://x.com/BowTiedBiotech/status/1880273875696812495) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-01-17T15:20Z 21K followers, 32.1K engagements


"Now +70% with room to run. $SLDB Didnt even wait for the standard 4:30pm to announce the follow on The usual players: Adage Capital Partners LP Bain Capital Life Sciences Invus Perceptive Advisors RA Capital Management TCGX Venrock Vestal Point Capital a U.S.-based life-sciences focused institutional investor a major mutual fund and a large investment management firm IYKYK 😜 👇🏼 .a U.S.-based life-sciences focused institutional investor"  
[X Link](https://x.com/BowTiedBiotech/status/1891829033698259388) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-02-18T12:36Z 21K followers, 4437 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"  
[X Link](https://x.com/BowTiedBiotech/status/1924784520244383822) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-05-20T11:09Z 21K followers, 8706 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:"  
[X Link](https://x.com/BowTiedBiotech/status/1925517742641221699) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-05-22T11:42Z 21K followers, 20.9K engagements


"Based on below there is negative readthrough from $SMMT to $PFE 3SBiobut I am surprised by how many agree with the statement. End of day this product appears approvable there is still much room to work in terms of future study designs. Maybe not a HR but a handful of singles can still put runs on the board"  
[X Link](https://x.com/BowTiedBiotech/status/1965023481440919996) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-09-08T12:04Z 21K followers, 5271 engagements


"🔥 1/ A new Nature Biotech paper from MIT might quietly redefine dose control in gene therapy. It introduces something called DIAL promoters where you literally edit dose into DNA itself. No re-dosing. No chronic drugs. Just one genetic dial. Heres why thats huge for AAV CAR-T and cell therapy 🧵👇🏼"  
[X Link](https://x.com/BowTiedBiotech/status/1977892842304639118) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-14T00:22Z 21K followers, 12.2K engagements


"6/ 📈 Capital markets edge No resale windfall like PRVs the value is time. Bring your model forward three to four quarters shift cash flows re-rate. For $RVMD $ACHV $IRON the upside is earlier revenue recognition if CMC and inspection are locked. For private cos this is a term-sheet weapon"  
[X Link](https://x.com/BowTiedBiotech/status/1979359312204935636) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-18T01:30Z 21K followers, XXX engagements


"Biotechs Next Catalyst: Jazz Bets on Dordaviprone $JAZZ Ep. XXX PDUFA Preview On August XX the FDA will rule on dordaviprone a first-in-class dopamine D1 receptor agonist for H3 K27M-mutant diffuse midline glioma (DMG) a uniformly fatal pediatric brain cancer with no approved therapies. The setup ✅ Huge unmet need ❌ Weak dataset Dordaviprones NDA is stitched together from five open-label single-arm trials with no control arm and limited radiographic response durability. The signal is therebut thin. The mechanism Promising but unproven. And the stakes A CRL and reputational damage if it"  
[X Link](https://x.com/BowTiedBiotech/status/1952323402263322843) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-08-04T10:59Z 21K followers, 6620 engagements


"📰Your Weekly Biotech News Fix Ep. XXX Designed to be consumed as a quick scroll 📬 This weeks highlights: 👉🏼 Trump threatens XXX% pharma tariffs 👉🏼 HHS axes XX mRNA vaccine programs 👉🏼 $NVO eyes RNAi leader $RNA 👉🏼 $JAZZ wins FDA nod in rare brain tumors 👉🏼 Strand Tx bags $153M Series B 👉🏼 Poseida Alltrna Bayer announce layoffs 👉🏼 Big Pharma builds farm system for innovation 👉🏼 The CGT commercial model finally cracks"  
[X Link](https://x.com/BowTiedBiotech/status/1953848687186030900) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-08-08T16:00Z 21K followers, 1918 engagements


"👀 shot pill 💉 💊 at a certain point @bioinvestor24 cites an $ABBV survey that shows psoriasis pts prefer a q3m injection over a daily pill. Analysts often assume oral = convenient for $KYMR in AD vs $APGE q3m shot. Reality is efficacy + freedom from daily dosing often trumps pill convenience. At a certain point efficacy is NOT perceived as equal where that standard deviation lies varies but end of day patients want what works not whats easy"  
[X Link](https://x.com/BowTiedBiotech/status/1965725196641255891) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-09-10T10:33Z 21K followers, 10.2K engagements


"CRISPRs Next Chapter: mRNA Gene Editing Goes Live $CRSP just unveiled SyNTase its new mRNA + LNPdelivered gene editor. CRISPR isnt cutting cells in a dish anymore its editing directly inside the body. 🗣Program: CTX460 for AATD (SERPINA1 Z): fix the mutation clear toxic Z-AAT in liver restore normal M-AAT for lungs. One shot two organs. 🗣Data: XX% correction X AAT boost XX% M:Z ratio in rodents. Mechanism looks clean. 🗣Why this matters: First real move by CRISPR into mRNA LNP delivery (same platform that scaled COVID vaccines) Positions CRISPR head-to-head with RNAi (Fazirsiran).but instead"  
[X Link](https://x.com/BowTiedBiotech/status/1976694717157974308) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-10T17:02Z 21K followers, 3128 engagements


"3/ Think of it as a genetic volume knob. AAV deliver once at Low. If biomarkers lag inject an LNP mRNA booster encoding Cre to step it to Med. No second viral vector no long-term drug. For the first time dose escalation becomes an edit not an infusion"  
[X Link](https://x.com/BowTiedBiotech/status/1977892852194517125) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-14T00:22Z 21K followers, XXX engagements


"4/ In CAR-T and Treg therapies DIAL is a built-in safety clutch. You start Low to reduce CRS risk. If tumor control stalls one transient pulse drives cells to Med. The new level persists through divisions stable heritable predictable. Thats the next evolution of controllable cell therapy"  
[X Link](https://x.com/BowTiedBiotech/status/1977892853918396793) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-14T00:22Z 21K followers, XXX engagements


"New ADC data on deck at #ESMO25 👇 NaPi2B / TOPO1 MUC1 / TOPO1 HER2 / Eribulin CD70 / AS269 5T4 / MMAE MUC18 / TOPO1 👀 Astellas AS269 novel payload"  
[X Link](https://x.com/BowTiedBiotech/status/1979153670957650197) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-17T11:53Z 21K followers, 6486 engagements


"More info 👇🏼"  
[X Link](https://x.com/BowTiedBiotech/status/1979366169804181712) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-18T01:57Z 21K followers, 2031 engagements


"🧪 Novel Targets to Watch These Chinese companies are expanding the antigen landscape: 🔸 CStone CS5006: First-in-class against ITGB4 🔸 Simcere SIM0680: ENPP3 (with CD3 trispecific format) 🔸 Chengdu Xiling: Uses SuperHydra linkers + choose-and-match DAR tuning This is not just me-too ADC tech its platform innovation"  
[X Link](https://x.com/BowTiedBiotech/status/1915768652139278349) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-04-25T14:03Z 21K 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"  
[X Link](https://x.com/BowTiedBiotech/status/1922975790993440911) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-05-15T11:22Z 21K followers, 13.6K 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"  
[X Link](https://x.com/BowTiedBiotech/status/1941459829362462817) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-07-05T11:31Z 21K followers, 1039 engagements


"5 Things BeiGene Can Teach Us About the Future of China-Driven Biotech If you want to understand where biotech R&D is going dont just look to Boston. Look to BeiGene. Theyve quietly built one of the most ambitious vertically integrated R&D engines anywhere in the world. And theyre not just following the West anymore theyre setting the pace in key areas that matter: scale speed modality innovation and translational logic. Lets break down what BeiGenes strategy reveals and why it matters. 1Scale is no longer the bottleneck. Its the edge. In 2018 BeiGene was averaging X preclinical programs per"  
[X Link](https://x.com/BowTiedBiotech/status/1950157357184405650) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-07-29T11:32Z 21K followers, 10.2K engagements


"1/ Inflammation = Next CV Growth Driver $NVS buys $TRML for $1.4B Tourmalines pacibekitug is a Phase 3ready antiIL-6 antibody for ASCVD. Novartis is betting on residual inflammatory risk as the next frontier in heart disease. Pacibekitug looks differentiated. Monthly or quarterly dosing. XX% median hs-CRP reduction in Phase X. Clean safety. Clear path into outcomes trials. Deal maths: -Peak proj PYS $35B -Risk adjusted $1.31.5B -Paid $1.4B -1.0x risk adj 0.35x peak For context Novo paid $2.1B for Corvidia in 2020 at an earlier stage. Novartis is paying less for a later cleaner asset. Textbook"  
[X Link](https://x.com/BowTiedBiotech/status/1965373428791443868) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-09-09T11:15Z 21K followers, 3179 engagements


"Your Weekly Biotech News Fix Ep. XXX 🤖 Listen to the AI robots objectively debate this weeks top biotech news. 🍽 Oral obesity pill race heats up 💼 Big Pharma layoffs top 39000 🧬 $RHHBY buys $ETNB for $3.5B 🏭 $GSK invests $30B in U.S. R&D ⚗ $LLY builds $5B Virginia plant 🧠 $BIIB acquires Alcyone for RNA delivery 🧩 VectorY$SHAPE $1.2B brain capsids 📊 $LLY obesity pill late-stage data 💊 $LXRX advances non-opioid pain drug 📺 FDA cracks down on GLP-1 ads 👁 Ollin Bio debuts with $100M 🔗 Links to podcast: Substack: Spotify:"  
[X Link](https://x.com/BowTiedBiotech/status/1969068973980553425) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-09-19T16:00Z 21K followers, 1834 engagements


"Pharma company Sanofi increases VC fund to $1.4bn What are they investing in 1Next-gen platforms: Gene therapy delivery (SpliceBio) protein engineering (Attovia Granite) novel RNA (Atalanta) radiopharma (AdvanCell). 2Immunology & neuro focus: Heavy cluster around autoimmune/neuroinflammation (Therini Granite Abcuro Attovia) and neurodegeneration (Atalanta Therini Character). 3Rare/underserved indications: Glycomine (ultra-rare PMM2-CDG) Abcuro (inclusion body myositis) Curevo (better shingles vaccine). 4De-risked modality bets: Stacking into validated modalities (monoclonal antibodies small"  
[X Link](https://x.com/BowTiedBiotech/status/1970900084846899361) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-09-24T17:16Z 21K followers, 2498 engagements


"Your Weekly Biotech News Fix Ep. XXX 🧬 $IMRX: Atebimetinib + chemo XX% 9mon OS PDAC ⚖ FDA: Drafts to speed cell/gene dev. 💰 $SNY: +$625M VC total $1.4B rare/neuro. 🏭 $JNJ: FDA warns Korea site GMP lapses. 🧪 $BIIB: Hi-dose Spinraza CMC rejection. 🌎 H-1B: $100K fee risks biopharma hires. 🏗 $LLY: $6.5B Houston plant oral GLP-1. 🧠 $QURE: AMT-130 slows HD XX% BLA XX. 👶 FDA: Revives Wellcovorin Tylenol preg risk. 💉 $LXRX: Zynquista T1D delayed to Q4"  
[X Link](https://x.com/BowTiedBiotech/status/1971605689635406328) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-09-26T16:00Z 21K followers, 2332 engagements


"8am ET - data drop $LRMR 🎲 Options pricing projects +120% / -85%"  
[X Link](https://x.com/BowTiedBiotech/status/1972426928146829714) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-09-28T22:23Z 21K followers, 5764 engagements


"🧠 CNS Degraders $ARVN just delivered the first convincing human proof that a brain-penetrant PROTAC can work.and it did so cleanly. In its Ph1 ARV-102 (LRRK2 degrader) showed strong target engagement (PBMC LRRK2  XX% CSF 50%) and modulation of lysosomal / microglial biomarkers after only XX days with no safety noise where past inhibitors stumbled (lung / renal). Thats a deeper broader knockdown than BIIB122/DNL151 ever showed and it comes via total protein removal rather than kinase inhibition. Still early (single-dose biomarker-only) but its the first real validation of degradation as a"  
[X Link](https://x.com/BowTiedBiotech/status/1974914471253704873) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-05T19:07Z 21K followers, 7650 engagements


"More micro-cap mania on positive FDA guidance $COCH +110% Envoy Medical Receives FDA Approval to Advance Its Pivotal Clinical Trial to Final Stage Based on Submission of Promising Three-Month Data The challenge with this kind of news is there is no calendar you have to try to predict timing"  
[X Link](https://x.com/BowTiedBiotech/status/1975543938405544095) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-07T12:49Z 21K followers, 2302 engagements


"$NVO buys $AKRO for up to $5.2B Another example of the new M&A template: mid-size milestone-linked and franchise-aligned. Deal terms: Upfront: $54/share (16% premium) CVR: +$6/sh if approved by 2031 Total: Up to $5.2B Lead asset: efruxifermin (FGF21 agonist) Ph3 MASH Strategic fit: Adds liver & metabolic optionality to $NVOs GLP-1 franchise 🧐Lets look at the emerging trends: Deal size sweet spot: Most 2025 biotech M&A sits between $26B (e.g. $MRK - $SWTX $3.9B $SNY - $VIGL $470M $LLY - $VERV $1.3B). Big pharma wants clinical-stage leverage without paying $10B premia. CVRs are back: XX% of"  
[X Link](https://x.com/BowTiedBiotech/status/1976241569406583070) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-09T11:01Z 21K followers, 10K engagements


"🚨 INNOVATORS take note A fresh $325M for biotech innovation. Although this fund has been open from 2023-25 so not exactly a new kid on the block. Goes to show how hard it is to raise in this environment but it can be done"  
[X Link](https://x.com/BowTiedBiotech/status/1976611555447066926) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-10T11:31Z 21K followers, 1286 engagements


"🤑BMS Buys Orbital for $1.5B.In Vivo CAR-T Arms Race Heats Up $BMY is acquiring Orbital Therapeutics for $1.5B cash adding an RNA-LNP in vivo CAR-T platform (lead: OTX-201 pre-IND CD19 program). 🕵Deal Comps Follows $ABBV / Capstan ($2.1B; non-viral) and $GILD / Interius ($350M; viral) Orbital sits between them on stage (pre-IND) and valuation (platform-weighted) Validates appetite for delivery + design-layer RNA stacks as next-gen cell therapy infrastructure 🗣Full FOMO: Big Pharma is converging on in vivo reprogramming as the next cell therapy frontier. Capstan set the high bar"  
[X Link](https://x.com/BowTiedBiotech/status/1976621109756694903) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-10T12:09Z 21K followers, 3572 engagements


"You all know we love to flag the new funds so people know where to find the $$$.these kind of announcements feel more like marketing pitches. Let's say we are going to raise something and try to create some momentum. Although the article notes $98M committed so they should get this one done. The Ascenta story we posted earlier is similar. They announced the fund in 2023 and then closed in 2025 The good news - LPs are writing checks again - as noted: "Other venture firms in the industry have active opportunity funds. Atlas Venture disclosed a $XXX million opportunity fund in September and"  
[X Link](https://x.com/BowTiedBiotech/status/1976624800580636920) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-10T12:24Z 21K followers, 1660 engagements


"@Andre_AGTC Super exciting I think most overlook atm how big this can be - much bigger opportunity imo than menin (which most agree is significant & much more derisked)"  
[X Link](https://x.com/BowTiedBiotech/status/1977367728542408735) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-12T13:36Z 21K followers, XXX engagements


"$XBI summary from Leerink. Whats driving the turnaround Rate Cuts Positive Catalyst Readouts M&A"  
[X Link](https://x.com/BowTiedBiotech/status/1977487148594213207) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-12T21:30Z 21K followers, 4254 engagements


"Big pharma is starting to figure it out trading pricing for predictabilityand the market loves it. $XBI $PFE $AZN Lock in a few years of tariff relief Commit to USA investment Offer discounts where margins dont matter Follow these rules and you will walk away with what every capital-heavy business craves.certainty"  
[X Link](https://x.com/BowTiedBiotech/status/1977912576521519295) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-14T01:41Z 21K followers, 2420 engagements


"🚨 BTD Moonshot Two more Breakthrough Therapy Designations hit the tape: $ONC Sonrotoclax (BCL-2i MCL) $BCAX Ficerafusp (EGFR x TGF 1L HPV HNSCC) Both stocks popped but nowhere near the outsized reactions we saw last week. Heres why 👇🏼 1The Market Already Knew Investors had been expecting these BTDs. Both drugs showed strong early data and were in active FDA communication. When everyones positioned for good news even great news just confirms whats priced in. 2Risk Isnt Gone BTD lowers regulatory friction but doesnt remove clinical risk. Sonrotoclax still needs to differentiate from $AABV"  
[X Link](https://x.com/BowTiedBiotech/status/1978050424687976954) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-14T10:49Z 21K followers, 6367 engagements


"#ESMO25 Sentiment Index - What oncologists are excited about X $AZN (AstraZeneca) X $RHHBY (Roche) X $MRK (Merck & Co.) X $NVS (Novartis) X $AKESY (Akesobio) X $LLY (Eli Lilly) X $AMGN (Amgen) X $GILD (Gilead) X Sichuan Kelun Pharma 🔟 $PFE (Pfizer)"  
[X Link](https://x.com/BowTiedBiotech/status/1978071063553560652) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-14T12:11Z 21K followers, 3674 engagements


"Kailera Therapeutics Announces $XXX Million Series B Financing It will be entertaining when they get acquired before $VKTX 🤣 Although if someone was going to make a move they would have done it before this money went in and I assure you that idea was directly tested with pharmas (i.e. financing was plan B)"  
[X Link](https://x.com/BowTiedBiotech/status/1978108702855958585) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-14T14:40Z 21K followers, 5885 engagements


"5/ Trials Get Smarter (and Faster) Old endpoints arent dying theyre getting replaced. 👉🏼 ctDNA clearance 👉🏼 MRD dynamics 👉🏼 Circadian-aware dosing By 2026 regulators will write this into guidance. By 2030 sponsors who dont adapt will be obsolete"  
[X Link](https://x.com/BowTiedBiotech/status/1978580454534942737) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-15T21:55Z 21K followers, XXX engagements


"6/ Screening Gets Cheap A $XX test that picks up XX% of stage I cancers Its real. And it doesnt need Illumina. Low-cost blood tests from China and Korea will push diagnosis earlier before symptoms before spread. Which means: ✅Smaller tumors ✅Tighter endpoints ✅Shorter trials And yes smaller markets per patient. This topic needs much more discounts. TLDR - expect much more action in the neoadjuvant setting"  
[X Link](https://x.com/BowTiedBiotech/status/1978580460155400617) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-15T21:55Z 21K followers, XXX engagements


"3/ 🏭 CMC is now clinical In a XX month review world inspections and dual-source supply become the rate limiter. If CMC slips the clock extension erases the voucher edge. Treat CMC like primary endpoints. Pre-wire onshore fill-finish and surge plans"  
[X Link](https://x.com/BowTiedBiotech/status/1979359306941370631) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-18T01:30Z 21K followers, XXX engagements


"4/ The X FDA picks fit X archetypes X Infertility cost disruptor (Pergoveris) First IVF drug to challenge the U.S. pricing duopoly. Built to cut cost per live birth and expand access affordability as mechanism of action. X Autoimmune prevention (Teplizumab $SNY) Turning immune reset into public health. Expanding from early T1D to prodromal autoimmunity a test case for preventive immunology as policy. X Vaping externality attack (Cytisinicline $ACHV) First smoking-cessation-grade therapy framed around youth vaping. Trials could link individual quit rates to community-level ER savings. 4"  
[X Link](https://x.com/BowTiedBiotech/status/1979359309046677873) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-18T01:30Z 21K followers, XXX engagements


"5/ 💸 Affordability can be a clinical strategy Want in the cohort prove you cut total cost. For IVF show dollars per live birth and cycle cancellations avoided. For vaping pair RCTs with pragmatic city or school-district data that reduce ER visits and asthma flares. Convert labels into municipal economics"  
[X Link](https://x.com/BowTiedBiotech/status/1979359310565007822) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-18T01:30Z 21K followers, XXX engagements


"💡 Everyones Watching Menin. The Real Upside at $KURA May Be the FTI Unlock. FTIs were once a failed class. Old drugs chased KRAS/NRAS but those proteins escaped via geranylgeranylation. The story ended in disappointment. New mechanistic insights flip the script. KO-2806 isnt about RAS its about Rheb. Rheb must be farnesylated to activate mTORC1. No bypass no backup. Block FTase Rheb stranded mTORC1 off. That makes KO-2806 a tolerable combo-ready indirect mTORC1 inhibitor. Where it matters: 👉RCC: VEGF + mTOR biology validated but toxic 👉Endometrial: PTEN/PI3K need mTORC1 👉ER+ breast:"  
[X Link](https://x.com/BowTiedBiotech/status/1971952333081727179) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-09-27T14:57Z 21K followers, 28.3K engagements


"in-vivo CAR-T Economics: CAR-T used to mean personalized powerful and prohibitively expensive. A single autologous therapy can cost up to $500K per patient with manufacturing COGS still hovering around $100K even after years of optimization. Cesare Di Nitto on the HR app shared insight from EsoBiotec which shows why that math may soon collapse. 🧮 The New Equation: X LVV batch 120+ patients COGS: $10K per patient Turnaround: X week ❗No apheresis no lymphodepletion Thats a 5-10x reduction in cost per treatment achieved by moving from bespoke cell manipulation to in-vivo gene delivery. And the"  
[X Link](https://x.com/BowTiedBiotech/status/1977353324295803216) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-12T12:39Z 21K followers, 16.3K engagements


"🧬 X REASONS WHY GENETIC MEDICINE IS BACK $ARKG +42% last 6mon X $BEAM + $CRSP + $NTLA now make up XX% of $ARKG Investors are rotating back into precision editing after a brutal 2-year drawdown. Base prime and in vivo platforms are all seeing renewed conviction. X AI x Genomics is driving the rebound. Names like $TEM (+181% YTD) $RXRX (-26% YTD) $ABSI (+36% YTD) show that the next wave of genetic medicine is data-native where models not mice guide discovery. X From therapy bets to ecosystem plays. Portfolio shifting from binary drug developers to scalable biology infrastructure. Top Holdings"  
[X Link](https://x.com/BowTiedBiotech/status/1977374408944587039) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-12T14:02Z 21K followers, 14.4K engagements


"📊 Big Pharma Is Paying Up Earlier Phase I is where the money is now. Median up-fronts hit $350M in 2025 YTD 2x 2024 3x 2023. Platforms are out clinical POC is in Pharmas want human data not decks BD cycles are accelerating as pipelines thin Early clinical validation is the new Series C. Private biotech is being rewarded for velocity to human data not necessarily breadth of preclinical science. Source: DealForma 9/30/25"  
[X Link](https://x.com/BowTiedBiotech/status/1978272112587710637) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-15T01:30Z 21K followers, 11.6K engagements


"Biotech Market Conditions Mind Map $XBI"  
[X Link](https://x.com/BowTiedBiotech/status/1978461894538113292) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-15T14:04Z 21K followers, 3259 engagements


"When M&A Becomes R&D Ep. XXX Forget the chop. M&A is where the signal lives. Since 2020 80+ biotech takeouts worth $400B but only a few actually created value. We built a Deal Success Score (DSS) to find out whos winning. The winner are not just buying assets they are buying platforms that multiply. $PFE $SGEN = ADC engine $MRK $XLRN = vascular franchise $AZN $ALXN = rare-disease powerhouse Today we discuss: Deleveraging sets up biotechs next run Separating acquirers from check writers Pharma converting M&A into science Private biotech targets 2026+ The illusion of volume is gone. The next"  
[X Link](https://x.com/BowTiedBiotech/status/1978952342855717184) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-16T22:33Z 21K followers, 1631 engagements


"Your Weekly Biotech News Fix Ep. XXX Designed to be consumed as a quick scroll. 🤝 $SNY $EVOQ autoimmune 💉 $NVO $OMER complement 🧠 $BMY Insitro AI for ALS 💊 $BCRX $ATXS HAE 🧬 Boehringer & AimedBio ADCs 📉 CSL $MRK $NVO RIFs 🧫 FDA Orphan Director Exit 💵 $NVO buys $AKRO ⚖ California Targets PBMs & PE 💥 $AZN + $NVO Pricing Turmoil 🔗"  
[X Link](https://x.com/BowTiedBiotech/status/1979215839187423242) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-17T16:00Z 21K followers, 1324 engagements


"1/ Learn how $RVMD gains $1B in market cap.New FDA fast lane new game Introducing the Commissioners National Priority Voucher (CNPV) pilot program What is it CNPV is not a PRV it is a hand-picked XX month action window after filing with deep pre-file alignment concurrent review and a one-day tumor board finish. If you can file clean you pull launch forward by quarters. Calendar alpha. A thread on how to benefit 🧵"  
[X Link](https://x.com/BowTiedBiotech/status/1979359303250158005) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-18T01:30Z 21K followers, 5911 engagements


"Weekly Biotech News Fix Ep. XXX 🤖Listen to the AI robots debate biotech news 📣🎙 TODAYS PODCAST: 0:07 Welcome 1:15 Layoffs up XXX% shock 2:15 Sanofi autoimmune alliance 3:39 Novo pays $2.1B for Omeros 5:12 BMS Insitro AI for ALS 6:17 BioCryst Astria HAE 7:02 BI makes ADC push 10:51 Key FDA official out 12:31 California targets PBMs law 🔗 links to podcast: Substa*ck Spotfy:"  
[X Link](https://x.com/BowTiedBiotech/status/1979525621094268987) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-18T12:31Z 21K followers, 1171 engagements


"$XBI is back ✅Easing monetary policy ✅Development-stage M&A ✅FDA stability ✅Clarity on drug pricing ✅ Capital markets activity"  
[X Link](https://x.com/BowTiedBiotech/status/1979548816773906650) [@BowTiedBiotech](/creator/x/BowTiedBiotech) 2025-10-18T14:03Z 21K followers, 5234 engagements