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# ![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1462941795520638981.png) @BowTiedBiotech BowTiedBiotech 🧪🔬🧬

BowTiedBiotech 🧪🔬🧬 posts on X about novartis, $pfe, $nvs, $rhhby the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1462941795520638981/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462941795520638981/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXX +33%
- X Months XXXXXXXXX +41%
- X Year XXXXXXXXX +87%

### Mentions: XX [#](/creator/twitter::1462941795520638981/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462941795520638981/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +22%
- X Months XXX +17%
- X Year XXXXX +149%

### Followers: XXXXXX [#](/creator/twitter::1462941795520638981/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462941795520638981/c:line/m:followers.svg)

- X Week XXXXXX +0.86%
- X Month XXXXXX +3.90%
- X Months XXXXXX +23%
- X Year XXXXXX +44%

### CreatorRank: XXXXXXX [#](/creator/twitter::1462941795520638981/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462941795520638981/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1462941795520638981/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [vc firms](/list/vc-firms)  XXXX% [currencies](/list/currencies)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[novartis](/topic/novartis) 3.39%, [$pfe](/topic/$pfe) 2.82%, [$nvs](/topic/$nvs) 2.26%, [$rhhby](/topic/$rhhby) 2.26%, [1b](/topic/1b) #94, [$1b](/topic/$1b) #38, [$mrk](/topic/$mrk) 2.26%, [$10b](/topic/$10b) 2.26%, [$abvx](/topic/$abvx) 2.26%, [china](/topic/china) XXXX%

**Top accounts mentioned or mentioned by**
[@andre_agtc](/creator/undefined) [@bioinvestor24](/creator/undefined) [@biopharmiq](/creator/undefined) [@innbioresearch](/creator/undefined) [@aaron51687924](/creator/undefined) [@sportsbios](/creator/undefined) [@biopharmacaster](/creator/undefined) [@squawkcnbc](/creator/undefined) [@scottgottliebmd](/creator/undefined) [@itchdoctor](/creator/undefined) [@pumpdotscience](/creator/undefined) [@bioprotocol](/creator/undefined) [@endrarediseases](/creator/undefined) [@researchhubf](/creator/undefined) [@mykalt45](/creator/undefined) [@pjamess69](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@ablate_cancer](/creator/undefined) [@biomaven](/creator/undefined) [@jessiechimni](/creator/undefined)

**Top assets mentioned**
[Novartis AG (NVS)](/topic/novartis) [Pfizer, Inc. (PFE)](/topic/$pfe) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Eli Lilly and Company (LLY)](/topic/$lly) [Johnson & Johnson (JNJ)](/topic/$jnj) [Synthetify (SNY)](/topic/$sny) [AbbVie Inc (ABBV)](/topic/$abbv) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Amgen, Inc. (AMGN)](/topic/$amgn) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Repligen, Corp. (RGEN)](/topic/$rgen) [Intel Corporation (INTC)](/topic/$intc) [SuperRare (RARE)](/topic/$rare) [Vertex Protocol (VRTX)](/topic/$vrtx)
### Top Social Posts [#](/creator/twitter::1462941795520638981/posts)
---
Top posts by engagements in the last XX hours

"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 19.7K followers, XXX 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 19.7K followers, 8611 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


"🎙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 19.7K followers, 1119 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 19.7K followers, XXX engagements


"10/ 🏁 TLDR Swiss pharma was sitting under a tariff shadow. This deal It just turned on the lights. Roche Novartis Lonza and Galderma all benefit. But the real upside is M&A and the return of deal appetite across borders. The discount is closing. Watch it move"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941459843908600069) 2025-07-05 11:31:12 UTC 19.7K followers, XXX 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 19.7K followers, 9471 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, 8589 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 19.7K followers, XXX 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 19.7K followers, 1235 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 19.7K followers, 2240 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 19.7K 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 19.7K followers, XXX 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 19.7K followers, 1169 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 19.7K followers, XXX engagements


"1/ Thoughts on $JANX R&D day First off - there is a ALOT of eyes on masks today. $JANX is one of the first if not the first TCE to show strong activity in solid tumors. $JANX sitting on $1B in cash You know what that means"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948685839162376695) 2025-07-25 10:04:43 UTC 19.7K followers, 14.3K 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 19.7K followers, 1577 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 19.7K followers, 1319 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 19.7K followers, 12.5K 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 19.7K followers, 16.4K 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"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1891829033698259388) 2025-02-18 12:36:04 UTC 19.6K followers, 4323 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 19.7K followers, XXX 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 19.7K followers, 25.2K 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 19.7K followers, 1599 engagements


"Today $PFE trades on sentiment around patent cliffs and macro policy. The catalyst slate above gives Pfizer an uncommon run of binary events unusual for a megacap.ran some quick number through the model. Based on table shared above 2026 riskadj pipeline adds XX % to 2025 EBITDA and +38 % to FCF good for + $910/sh value creation. History shows pharma P/E ratios slide from XX to X one year before the cliff a XX % relative derate . Eliquis U.S. cliff (2028) and Ibrance (2027) start exerting multiple pressure as soon as 202324 with trough likely in 2026. Applying an 8x trough to Street 2026 EPS"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948697348328042631) 2025-07-25 10:50:27 UTC 19.7K followers, XXX 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 19.7K followers, 1878 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 19.7K followers, 1019 engagements


"🚨 INNOVATORS TAKE NOTE: a fresh $400M for early stage biotech - TCG spin off Soleli labs to bring their total raise up to $800M"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948720387237310632) 2025-07-25 12:22:00 UTC 19.7K followers, 1252 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 19.7K followers, 31.6K 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 19.7K followers, 20.8K 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 19.7K followers, 1195 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, 3027 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 19.7K 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 19.7K followers, 6404 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 19.7K followers, 6874 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 19.7K followers, 1932 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 19.7K followers, 1356 engagements


"5/ 💰 Quick Valuation Math If Section XXX tariffs were fully imposed: 🔸 Roche EPS hit: -X% 🔸 Novartis EPS hit: -X% 🔸 Galderma EBITDA: -70bps 🔸 Lonza margins: -XX to -60bps Removing that threat = +14% share price lift across the board"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941459831510139136) 2025-07-05 11:31:09 UTC 19.7K followers, XXX 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 19.7K followers, 7010 engagements


"@MarioNawfal Proton Therapy: Current Status and Controversies"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948487306836312275) 2025-07-24 20:55:49 UTC 19.7K followers, 4974 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 19.7K followers, 8289 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 19.7K followers, 34.5K 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 19.7K followers, 1218 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, 2266 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 19.7K followers, 3164 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, 5435 engagements


"💊Next gen targeted small molecules wont just find the right residue. Theyll prepare the battlefield first. $RVMD zoldonrasib doesnt target KRASG12D directly. It binds the chaperone CYPA hijacking its surface to remodel the local environment and expose D12 for covalent attack a new way to chemically carve a drug site where none existed. This is proximity chemistry in action: ✅Scaffolded catalysis ✅ Context-driven reactivity ✅Single-turnover durability So where is this going Expect future progress to come from: 👉🏼LLM-guided generative modeling of induced interfaces 👉🏼AI-designed warhead"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948497068374286761) 2025-07-24 21:34:37 UTC 19.7K followers, 3866 engagements


"9/ 📦 What to Watch Next 🔹 Roche and Novartis implied vols short-dated puts should gap lower 🔹 US M&A filings watch for tuck-ins by Swiss buyers 🔹 PE auction chatter Swiss CDMOs could come back in play by Q4"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1941459841303941271) 2025-07-05 11:31:11 UTC 19.7K followers, XXX 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 19.6K followers, XXX engagements


"💥 Biotech Weekly Ep. XXX The week of July XX 2025 This week had it all: billion-dollar bets layoffs from unicorns and gene therapy drama. 🔹 Novartis inks $1B+ deal with Matchpoint for covalent drugging of cryptic sites 🔹 Tessera & Generate cut staff to sharpen clinical focus 🔹 AZs gefurulimab hits in Ph3 for myasthenia gravis eyes $20B Vyvgart market 🔹 Dispatch Bio launches with $216M to crack solid tumor CAR-T 🔹 Abivax soars XXX% on Ph3 UC win oral IBD battle heats up 🔹 Sarepta crisis deepens after 3rd patient death FDA pulls platform 🔹 FDA brain drain slows reviews as expertise"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948775249384006093) 2025-07-25 16:00:00 UTC 19.7K followers, 1051 engagements


"@synapse_surfer Yes agree - anxiously waiting those readouts"  
![@BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1462941795520638981.png) [@BowTiedBiotech](/creator/x/BowTiedBiotech) on [X](/post/tweet/1948896902751400140) 2025-07-26 00:03:25 UTC 19.7K followers, XX 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 19.7K 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 19.7K followers, 1522 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 19.7K followers, 1482 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 19.7K 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 19.7K followers, XXX engagements