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

BowTiedBiotech 🧪🔬🧬 posts on X about data, china, in the, app the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1462941795520638981/interactions)
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- [--] Month [------] -37%
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- [--] Year [---------] +37%

### Mentions: [--] [#](/creator/twitter::1462941795520638981/posts_active)
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- [--] Week [--] -25%
- [--] Month [---] -28%
- [--] Months [---] -26%
- [--] Year [-----] +22%

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

- [--] Week [------] -0.02%
- [--] Month [------] +0.14%
- [--] Months [------] +10%
- [--] Year [------] +34%

### CreatorRank: [---------] [#](/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

**Social category influence**
[stocks](/list/stocks)  38.35% [finance](/list/finance)  11.28% [countries](/list/countries)  6.02% [technology brands](/list/technology-brands)  3.76% [currencies](/list/currencies)  3.01% [cryptocurrencies](/list/cryptocurrencies)  2.26% [vc firms](/list/vc-firms)  0.75%

**Social topic influence**
[data](/topic/data) 6.77%, [china](/topic/china) 6.02%, [in the](/topic/in-the) 6.02%, [app](/topic/app) 5.26%, [$lly](/topic/$lly) 5.26%, [the first](/topic/the-first) 4.51%, [$pfe](/topic/$pfe) 4.51%, [$abbv](/topic/$abbv) 3.76%, [science](/topic/science) 3.76%, [break](/topic/break) 3.76%

**Top accounts mentioned or mentioned by**
[@biotechtv](/creator/undefined) [@grok](/creator/undefined) [@andreagtc](/creator/undefined) [@timopler](/creator/undefined) [@bioknownews](/creator/undefined) [@hhsgov](/creator/undefined) [@nih](/creator/undefined) [@usfda](/creator/undefined) [@arpah](/creator/undefined) [@asco](/creator/undefined) [@sportsbios](/creator/undefined) [@willmanidis](/creator/undefined) [@yaireinhorn](/creator/undefined) [@biopharmiq](/creator/undefined) [@theworldmad](/creator/undefined) [@billygains01](/creator/undefined)

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [Pfizer, Inc. (PFE)](/topic/$pfe) [AbbVie Inc (ABBV)](/topic/$abbv) [Novo-Nordisk (NVO)](/topic/$nvo) [Synthetify (SNY)](/topic/$sny) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Sana Biotechnology, Inc. (SANA)](/topic/$sana) [Century Therapeutics, Inc. (IPSC)](/topic/$ipsc) [Johnson & Johnson (JNJ)](/topic/$jnj) [Immix Biopharma, Inc.  (IMMX)](/topic/$immx) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Vertex Protocol (VRTX)](/topic/$vrtx) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Moderna Inc (MRNA)](/topic/$mrna) [Pyxis Oncology, Inc. (PYXS)](/topic/$pyxs) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [GSK plc (GSK)](/topic/$gsk) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [AstraZeneca PLC (AZN)](/topic/$azn) [Amgen, Inc. (AMGN)](/topic/$amgn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [SuperRare (RARE)](/topic/$rare) [Artiva Biotherapeutics, Inc. (ARTV)](/topic/$artv)
### Top Social Posts
Top posts by engagements in the last [--] hours

"10 -- Drugs on Track for FDA Approval in [----] $IONS $SNY $RGNX $VRTX $ABBV $SWTX $ARWR $URGN $RARE Source: Maryam Daneshpour on the HR app http://9926.HK http://9926.HK"  
[X Link](https://x.com/anyuser/status/1880273875696812495)  2025-01-17T15:20Z 22K followers, 32.3K engagements


"$CMPS first-in-line for potential psychedelicapproval for Treatment Resistant Depression (TRD) . Likely war between "Old School FDA" and MAHA movement. Will be exciting to see the outcome. $HELP with strong data for Major Depressive Disorder (MDD) and Breakthrough Therapy Designation. New CEO hire Mr. Michael Cola accomplished CNS veteran should have positive impact on corporate direction. Psychedelic market is evolving but will regulatory hurdles remain Two names to watch closely. https://www.youtube.com/watchv=_OlyKf1prLk https://www.youtube.com/watchv=_OlyKf1prLk"  
[X Link](https://x.com/BowTiedBiotech/status/2022295945304735876)  2026-02-13T13:05Z 22K followers, [----] engagements


"AutoImmune Cell Therapy - what is it worth: all eyes on the $ARTV IPO today. Nothing like a little old fashioned price discovery to keep you entertained on a Friday. 🔘Kyverna Therapeutics: Their early clinical findings in multiple sclerosis (currently Phase 2) have shown promising results with CAR-T cells though with mixed results in lupus nephritis (currently Phase 1). 🔘iCell Gene Therapeutics: CAR-Ts demonstrated significant efficacy in systemic lupus erythematosus (SLE) in a Phase [--] with some patients remaining disease-free for over four years. 🔘Cartesian Therapeutics: Utilized"  
[X Link](https://x.com/BowTiedBiotech/status/1814259478197403981)  2024-07-19T11:22Z 22K followers, 15.6K engagements


"THIS IS A BIG DEAL IN BEYOND GLP OBESITY WORLD $BIOA -75% 😱 BioAge Labs Announces Discontinuation of STRIDES Phase [--] Clinical Trial Evaluating Azelaprag in Combination with Tirzepatide for the Treatment of Obesity Who else works on Apelin"  
[X Link](https://x.com/BowTiedBiotech/status/1865160340704502155)  2024-12-06T22:24Z 22K followers, 20.8K 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 $SLDB $200M offering at $4.03 $SLDB $200M offering at $4.03"  
[X Link](https://x.com/BowTiedBiotech/status/1891829033698259388)  2025-02-18T12:36Z 22K followers, [----] engagements


"🧠 Is Obicetrapib the Next Breakthrough in Alzheimers NewAmsterdam Pharma $NAMS is about to test a bold thesis.can CETP inhibition alter the course of Alzheimers in genetically high-risk patients In our latest BowTiedBiotech research note we unpack the upcoming Q3 [----] readout from NAMSs Phase [--] Alzheimers sub-study. This trial is the first serious attempt to reposition a cardio drug (obicetrapib) as a disease-modifying agent for ApoE4 carriers targeting upstream lipid dysregulation that may drive neurodegeneration. 📉 Whats at stake The primary endpoint is plasma p-tau217 a validated"  
[X Link](https://x.com/BowTiedBiotech/status/1949764267902693399)  2025-07-28T09:30Z 22K followers, [----] 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 [----] BeiGene was averaging [--] preclinical programs per"  
[X Link](https://x.com/BowTiedBiotech/status/1950157357184405650)  2025-07-29T11:32Z 22K followers, 10.2K engagements


"$PRAX - we will have to wait until 8:30am ET to see the data. Praxis Precision Medicines Announces Positive Best-in-Disease Topline Results in Patients with Focal Onset Seizures from the RADIANT Study of Vormatrigine So far sounds good 56.3% median reduction in seizure frequency. +24% pre-market. We had at +35% / - 30% https://twitter.com/i/web/status/1952343056901869728 https://twitter.com/i/web/status/1952343056901869728"  
[X Link](https://x.com/BowTiedBiotech/status/1952343056901869728)  2025-08-04T12:17Z 22K followers, [----] engagements


"+20% $GUTS Fractyl Health Announces Groundbreaking Data from REMAIN-1 Midpoint Cohort Showing Revita Maintained Weight Loss After GLP-1 Discontinuation Picture this: A 48-yr-old on tirzepatide drops [--] lbs. First time in years labs are normal life feels different. Then insurance denies coverage. Drug stops. Within weeks hungers back scale creeping up. The dreaded yo-yo. This is the fatal flaw of GLP-1s: off drug = regain. $GUTS thinks it has the answer. ✅REMAIN-1 (n=45 [--] mo): After GLP-1 stop Revita (duodenal resurfacing) pts kept 94% of their loss while sham pts regained 10%.  12.5pp"  
[X Link](https://x.com/BowTiedBiotech/status/1971540599254716488)  2025-09-26T11:41Z 22K followers, [----] engagements


"👊Masked TCE showdown on deck $VIR PRO-XTEN PSMA engager now in clinic; $JANX TRACTr EGFR readout next. Both companies are chasing the same thesis tumor-restricted unmasking to kill CRS without killing potency. Vir Biotechnology Announces First Patient Dosed in Part [--] of Phase [--] Trial of PSMA-Targeting PRO-XTEN Dual-Masked T-Cell Engager VIR-5500 in Combination with Androgen Receptor Pathway Inhibitors for the Treatment of Metastatic Prostate Cancer"  
[X Link](https://x.com/BowTiedBiotech/status/1976605650021966310)  2025-10-10T11:08Z 22K followers, [----] engagements


"Weekly Biotech News Fix Ep. [---] The week of 11.17.25 🤖 Listen to the AI robots discuss this weeks top biotech news 📣🎙 TODAYS PODCAST: 0:07 Welcome 1:32 $LLY $1T valuation 4:14 $ABT Exact Sciences ecosystem 5:37 $MRNA loan and runway 6:52 Big Pharma M&A regret files 8:26 FDA and $SRPT warning 10:10 BTD impact 11:00 China APIs & manufacturing 12:25 Aspen Neuro Parkinsons therapy 🔗 links to podcast in bo https://twitter.com/i/web/status/1992224295309730268 https://twitter.com/i/web/status/1992224295309730268"  
[X Link](https://x.com/BowTiedBiotech/status/1992224295309730268)  2025-11-22T13:31Z 22K followers, [----] engagements


"BIOTECH MARKET RESEARCH $PYXS Ep. [---] MICVO might be the first ADC to truly drug the tumor matrix not the cell. MICVO targets EDB+ fibronectin in the ECM using extracellular cleavage + bystander killing to punch through stroma in R/M HNSCC. Dec [----] readout = pure binary: ✅ Validates ECM-targeting ADCs as a new class ❌ Or the whole mechanism gets written off Full breakdown on subst*ck: https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-pyxs-ep-868 https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-pyxs-ep-868"  
[X Link](https://x.com/BowTiedBiotech/status/1995440238429081749)  2025-12-01T10:30Z 22K followers, [----] engagements


"🧠 Alzheimers double-header today BIG volatility $ANVS buntanetap (Ph3 6-mo co-primaries: ADAS-Cog13 ADCS-iADL) 🐂 Bull: oral clean safety any dual win resets the story +60% 🐻 Bear: prior co-primary miss no amyloid clearance small effects likely 30% $INMB pegipanermin (Ph2 sTNF-) 🐂 Bull: inflammation biology is real amyloid+ inflamed subgroup could show a signal safety clean +40% 🐻 Bear: mITT already negative expect subgroup fishing multiplicity headwinds 30% 🧮 We estimate PoS $ANVS 35% for a 6-mo dual co-primary win 912% for a single-endpoint pop 12% for a true pivotal path. $INMB 5% for"  
[X Link](https://x.com/BowTiedBiotech/status/1995462914182905951)  2025-12-01T12:00Z 22K followers, [----] engagements


"1/ Presenting A Master Class in Viral Pseudotyping (from Sana Biotechnology) This one if for the virologists and protein engineers. While everyone is chasing B-cell depletion right (CD19 CD20 etc) the real story is quietly shifting back to the bone marrow. $SANA just shared how to edit human stem cells in vivo without conditioning or ex vivo manipulation. Thats the leap the field has been waiting for. A 🧵 https://twitter.com/i/web/status/1997647616079761459 https://twitter.com/i/web/status/1997647616079761459"  
[X Link](https://x.com/BowTiedBiotech/status/1997647616079761459)  2025-12-07T12:41Z 22K followers, [----] engagements


"Thoughts $1.5B mcap $COPN.SW https://www.cosmopharma.com/news/cosmo-announces-breakthrough-phase-iii-topline-results-from-scalp-1-and-scalp-2-for-clascoterone-5-solution-in-male-hair-loss-showing-up-to-539-relative-improvement-in-target-area-hair-count-vs-place Going to be going slightly off topic this Sunday talking about lifestyle #biotech [----] - #fda approves #viagra [----] - #fda approves #Botox [----] - The next mega-blockbuster will be for #Alopecia (#baldness) https://t.co/lJtcPrAvdJ https://t.co/DpGHMoiFWt"  
[X Link](https://x.com/BowTiedBiotech/status/1997733656996331820)  2025-12-07T18:23Z 22K followers, [----] engagements


"CD47 x R upfront in iNHL = big signal tiny dataset $ALXO +10% on back from the dead signs of life. ❗Efficacy vs SOC: Evorpacept + R (IST n=24) CR 92%. Historical 1L R 48% and R-chemo 53% in Here we have yet another example of I/O in combo in 1L before TME remodeling delivering in liquid tumor. Upfront is the sweet spot for now. There is a key to unlocking beyond-PD1-IO even in solid tumors yes. As we continue to suggest the answer lies in the sequencing of combo therapy. Lets see how this data holds up when randomized."  
[X Link](https://x.com/BowTiedBiotech/status/1997995412842512529)  2025-12-08T11:43Z 22K followers, [----] engagements


"+37% $TERN What the bulls like / what the bears dont From an investor and strategic standpoint this announcement realigns the company sharply around a single oncology asset. After earlier metabolic/obesity programs (e.g. TERN-601) underperformed and were deprioritized $TERN is now a near pureplay CMLfocused biotech. 🐂Bulls like Best early efficacy print: week-24 MMR 64% achieved (14/22) and 75% cumulative (24/32 incl. maintainers). Tough baseline still hits: median [--] prior TKIs; 36% prior asciminib; 56% baseline 1% IS; 44% 10%; signal showing up in a heavy cohort. Clean simple dosing: QD"  
[X Link](https://x.com/BowTiedBiotech/status/1998249989777101094)  2025-12-09T04:34Z 22K followers, 10.5K engagements


"$ARGX just took an L UplighTED (Ph3 TED) stopped for futility. Readthrough to $IMVT: TED might be the bad matchup for FcRn not a referendum on the whole class but it tightens the standard. Markets gonna want proof not vibes. Calendar watch: Before YE25 $IMVT batoclimab Ph3 TED topline [----] IMVT-1402 D2T RA open-label update + CLE PoC topline [----] registrational toplines in GD MG D2T RA If $IMVT delivers in TED its a statement win. If not TED is telling you something about the disease not the target. https://argenx.com/news/2025/press-release-3205093"  
[X Link](https://x.com/BowTiedBiotech/status/2000527648741556679)  2025-12-15T11:25Z 22K followers, [----] engagements


"Earlier this week. $PYXS -60% The signal is real enough to warrant enthusiasm but its built on sand until we see DoR and how AIBW dosing tames the 56% grade3 / 28% discontinuation problem. If those two points resolve favorably MICVO has a plausible path to a registrational mono study in 2L+ HNSCC; if not this stalls as interesting Phase [--] biology. The market continues to punish the encouraging but show me more story BIOTECH MARKET RESEARCH $PYXS Ep. [---] MICVO might be the first ADC to truly drug the tumor matrix not the cell. MICVO targets EDB+ fibronectin in the ECM using extracellular"  
[X Link](https://x.com/BowTiedBiotech/status/2002003036177125706)  2025-12-19T13:08Z 22K followers, [----] engagements


"+21% $RPTX Santa CVR Trade Repare Therapeutics Shares Rise on $30 Million Asset Deal With Gilead Good pre-close [--] Add $25M $2.67 +25%. https://www.marketscreener.com/news/repare-therapeutics-shares-rise-on-30-million-asset-deal-with-gilead-ce7e59dada8ff12d https://www.marketscreener.com/news/repare-therapeutics-shares-rise-on-30-million-asset-deal-with-gilead-ce7e59dada8ff12d"  
[X Link](https://x.com/BowTiedBiotech/status/2003839243618259074)  2025-12-24T14:44Z 22K followers, [----] engagements


"Small signal-seeking Phase 1b shows a modest overall effect on CMAI with a moderate signal only in an anxiety-enriched subgroup. $NMRA Clean safety and no sedation are positives but subgroup-dependence subjective endpoints and an outlier-exclusion in placebo are the bear hooks. Translation to a powered Phase 2/3 is far from de-risked. https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-announces-positive-results-nmra-511-phase https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-announces-positive-results-nmra-511-phase"  
[X Link](https://x.com/BowTiedBiotech/status/2008149865470034164)  2026-01-05T12:13Z 22K followers, [----] engagements


"$GUTS Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category Most still obsessed with rationalizing 1-2% benefits in weight loss at different time points. This war is going to be fought in the commercial space and if $MTSR has shown us anything - pharma is looking for a real differentiation narrative. Not a slight statistical beat on weight loss. $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance"  
[X Link](https://x.com/BowTiedBiotech/status/2008150987249221891)  2026-01-05T12:17Z 22K followers, [----] engagements


"$DRUG +25% showed 73% reduction on objective EEG in absence seizures and 63% in DEE but the study was small and open-label. With a rival already in Phase [--] $LBPH expect volatility and a likely raise. https://www.globenewswire.com/news-release/2026/01/06/3213483/0/en/Bright-Minds-Biosciences-Announces-Positive-Topline-Results-from-Phase-2-Clinical-Trial-of-BMB-101-in-Patients-with-Absence-Seizures-and-Developmental-and-Encephalopathic-Epilepsie.html"  
[X Link](https://x.com/BowTiedBiotech/status/2008521923442167836)  2026-01-06T12:51Z 22K followers, [----] engagements


"$KYRS +1% Nice science market not convinced. KB407 shows delivery + CFTR protein in bronchoscopic biopsies but no sweat chloride/NPD/FEV1. End of day PD = clinical translation. Also a crowded CF GTx race = priced in. $FDMT 4D-710 (ppFEV1/LCI signals) $VRTX / $MRNA VX-522 (watch restart) $ARCT stumble. Show us repeat-dose + function and we will move bull.until then.nice update. https://ir.krystalbio.com/news-releases/news-release-details/krystal-biotech-announces-positive-interim-clinical-update-kb407"  
[X Link](https://x.com/BowTiedBiotech/status/2009592672231580057)  2026-01-09T11:46Z 22K followers, [----] engagements


"Expect BIG activity from pharma with PD1xVEGF combos $SMMT Announces Clinical Trial Collaboration with $GSK to Evaluate Ivonescimab in Combination with GSKs B7-H3 Antibody Drug Conjugate (ADC) $PFE has already telegraphed (and started to operationalize) the same playbook. https://www.businesswire.com/news/home/20260112976441/en/Summit-Therapeutics-Announces-Clinical-Trial-Collaboration-with-GSK-to-Evaluate-Ivonescimab-in-Combination-with-GSKs-B7-H3-Antibody-Drug-Conjugate-ADC https://firstwordpharma.com/story/5937214"  
[X Link](https://x.com/BowTiedBiotech/status/2010683261362585908)  2026-01-12T12:00Z 22K followers, [----] engagements


"@BiotechTV @grok compare $IPSC as a competitor to $SANA in T1D and the importance to winning in the commercial space of donor derived vs iPSC derived cells. Is this a classic FIC vs BIC setup"  
[X Link](https://x.com/BowTiedBiotech/status/2013240279403216944)  2026-01-19T13:21Z 22K followers, [---] engagements


"$IPSC $SANA Below avg market share based on therapeutic advantage and market entry order. 1Being first and best still dominates value capture 2Being second can be meaningful if going into a large market 4050% value capture is still meaningful 3Even being third can result in meaningful value capture if differentiated 4There is more negligible value coming later than 3rd to market Does this suggest the highly differentiated 3rd to market Asia play is the winner Japan might be the more likely source than China https://twitter.com/i/web/status/2013248456962293997"  
[X Link](https://x.com/BowTiedBiotech/status/2013248456962293997)  2026-01-19T13:53Z 22K followers, [---] engagements


"A few key takeaways from this weeks top biotech news: $BMY & $JANX: Tackling T-cell toxicity with tumor-activated masks. $PFE & $NVAX: Diversifying beyond mRNA for strategic risk hedging. $JNJ: projecting $100B revenue post-Stelara patent cliff. $RHHBY: Building manufacturing moats for obesity market dominance. FDA: Setting a higher bar for myeloma with MRD and complete response endpoints. AI: Achieving higher success rates through superior clinical trial design. https://twitter.com/i/web/status/2014790237646385545 https://twitter.com/i/web/status/2014790237646385545"  
[X Link](https://x.com/BowTiedBiotech/status/2014790237646385545)  2026-01-23T20:00Z 22K followers, [----] engagements


"The ultra-competitive atopic dermatitis space $APGE $CRVS $NKTR Read 👇 Why $APGE is my number [--] pick in this race: IL-13 already in Phase [--] (derisked) By combining IL-13 and OX40L inhibition APG279 targets the complete inflammatory spectrum (Type [--] [--] and 3) potentially delivering EASI-90 rates 50% and EASI-75 rates 75%. This would Why $APGE is my number [--] pick in this race: IL-13 already in Phase [--] (derisked) By combining IL-13 and OX40L inhibition APG279 targets the complete inflammatory spectrum (Type [--] [--] and 3) potentially delivering EASI-90 rates 50% and EASI-75 rates 75%. This would"  
[X Link](https://x.com/BowTiedBiotech/status/2015132650214719558)  2026-01-24T18:40Z 22K followers, 17.1K engagements


"Didnt know $RHHBY was in obesity They are. Genentechs CT-388 (dual GLP-1/GIP) showed Ph2 data (n=469) & it might be differentiated (TBD): 48w: 22.5% PBO-adj (efficacy est) / 18.3% treatment-regimen BMI30: 54% vs 13% PBO preDM to normoglycemia: 73% vs 7.5% d/c: 5.9% vs 1.3% No plateau; clear dose-response 💡Mechanistic edge: low -arrestin (less desensitization). CT-388 activates GLP-1/GIP receptors while largely avoiding -arrestin the cells off-switch. Less -arrestin = less receptor desensitization = longer steadier effect =potential for durable weight loss and smoother dosing."  
[X Link](https://x.com/BowTiedBiotech/status/2016117318967783500)  2026-01-27T11:53Z 22K followers, [----] engagements


"Biopharma sentiment just snapped higher $XBI BPSI index jumped [--] to [--] in Q1. That is not a grind. That is a turn. Under the hood: Current Conditions surged [--] to [--]. Pain is easing now not someday. 12-month Expectations hit [---] for the first time. Neutral but after years below trend that is a regime shift. This lines up with what public market price action and deal flow are already whispering. Capital reopening. Boards re-engaging. Buyers back in diligence. Sentiment does not price drugs. But it sets the slope of risk appetite. We expect the M&A to continue And from what we are hearing the"  
[X Link](https://x.com/BowTiedBiotech/status/2016833759752970675)  2026-01-29T11:20Z 22K followers, [----] engagements


"Source: https://e.endpointsnews.com/t/t-l-wehua-ahdikxjr-d/ https://e.endpointsnews.com/t/t-l-wehua-ahdikxjr-d/"  
[X Link](https://x.com/BowTiedBiotech/status/2016833762034602381)  2026-01-29T11:20Z 22K followers, [----] engagements


"2026 show goes on. $AZN $15B for China R&D https://www.biospace.com/business/astrazeneca-pledges-15b-more-in-chinese-investments-for-cell-therapies-radiopharma https://www.biospace.com/business/astrazeneca-pledges-15b-more-in-chinese-investments-for-cell-therapies-radiopharma"  
[X Link](https://x.com/BowTiedBiotech/status/2017211908168753267)  2026-01-30T12:22Z 22K followers, [----] engagements


"BIOTECH MARKET RESEARCH $IMMX Ep. [---] by @BowTiedBiotech https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-immx-ep-922r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-immx-ep-922r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BowTiedBiotech/status/2018271929069904383)  2026-02-02T10:35Z 22K followers, [----] engagements


"Novo Nordisk spent billions developing GLP-1s. HIMS spent a legal memo. Undercutting patented drugs while ignoring IP protections isnt disruption. its erosion of the system that funds medical breakthroughs. 🔗 https://www.fiercehealthcare.com/health-tech/him-hers-plans-offer-cheaper-version-wegovy-pill-prompting-novo-nordisk-threaten-legal https://www.fiercehealthcare.com/health-tech/him-hers-plans-offer-cheaper-version-wegovy-pill-prompting-novo-nordisk-threaten-legal"  
[X Link](https://x.com/BowTiedBiotech/status/2019572166875041842)  2026-02-06T00:41Z 22K followers, [----] engagements


"$IMMX looks like it wants to move higher. Enrollment completion in Feb [--] is the next key catalyst setting up the path toward a filing-grade dataset in AL amyloidosis. Market starting to sniff it out. Check out the AL Amyloidosis success story here: https://www.youtube.com/watchv=q3yqrfvmoRU https://www.youtube.com/watchv=q3yqrfvmoRU"  
[X Link](https://x.com/BowTiedBiotech/status/2019824073816330651)  2026-02-06T17:22Z 22K followers, [----] engagements


"BIOTECH MARKET RESEARCH $CMPS Ep. [---] by @BowTiedBiotech https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-cmps-ep-929r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-cmps-ep-929r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BowTiedBiotech/status/2020908253530505362)  2026-02-09T17:10Z 22K followers, [----] engagements


"$IMMX momentum continues Mizuho analyst initiates $14 PT Lily acquisition of Orna Therapeutics $2.4 billion AbbVie acquired Capstan Therapeutics $2.1 billion CAR-T heating up Next milestone: imminent enrollment completion Could NXC-201 be an eventual front-line therapy for AL Amyloidosis BLA submission projected Q326 https://open.substack.com/pub/bowtiedbiotech/p/biotech-market-research-immx-ep-922r=158b4o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BowTiedBiotech/status/2022356533859004878)  2026-02-13T17:05Z 22K followers, [----] engagements


"Phase I AI-discovered molecules show an 80-90% success rate in Ph1-to-Ph2 transition. *vs historic benchmark 50% https://www.sciencedirect.com/science/article/pii/S135964462400134X https://www.sciencedirect.com/science/article/pii/S135964462400134X"  
[X Link](https://x.com/BowTiedBiotech/status/2014661561407697001)  2026-01-23T11:28Z 22K followers, [----] engagements


"Genetics 101: 🧬 (H/T IG: microscopeforever)"  
[X Link](https://x.com/BowTiedBiotech/status/1543177257237217282)  2022-07-02T10:18Z 22K followers, [--] engagements


"💡Exciting Emerging Science [--]. In-vivo CART / reprogramming [--]. Full gene knock-in [--]. Non-viral GTx [--]. AID - TReg biology [--]. RNA Editing [--]. Epigenetic editing [--]. Fibrosis [--] Tech to limit Off Target Editing [--]. miRNA to modulate RNA expression [--]. Nucleic acid immune modulators"  
[X Link](https://x.com/BowTiedBiotech/status/1594135919984054272)  2022-11-20T01:09Z 22K followers, [---] engagements


"Want to Learn About #Biotech 🧬🧪🧫 http://linktr.ee/bowtiedbiotech http://linktr.ee/bowtiedbiotech"  
[X Link](https://x.com/BowTiedBiotech/status/1644501233502154752)  2023-04-08T00:43Z 22K followers, 106.1K engagements


"Who are the largest #biotech investors and how are they doing (via AUM) [--]. Baker Bros - 23B [--]. Orbi - $18.3B [--]. Deerfield - $15.1B [--]. RA - $10.8B [--]. Perceptive - $9.5B Source: Torreya"  
[X Link](https://x.com/BowTiedBiotech/status/1647979729717440512)  2023-04-17T15:06Z 22K followers, 17.7K engagements


"🚨$60B+ Market Opportunity: #Obesity Therapeutics Approved: Wegovy (GLP-1) Mounjaro (GLP-1/GIP) Up Next: CagriSema $NVO Retatrutide $LLY GCGR/GIPR/GLP-1R Orforglipron $LLY oral GLP1 Danuglipron $PFE oral GLP1 AMG-133 $AMGN GIPR antagonist Source: Barclays"  
[X Link](https://x.com/anyuser/status/1649206163093725186)  2023-04-21T00:19Z 22K followers, 30.8K engagements


"💰Obesity Market Peak Sales Projections Saxenda $NVO $1.5B Wegovy $NVO $14.5B Mounjaro $LLY $10.7B CagriSema $NVO $35B Retatrutide $LLY $30.5B Orforglipron $LLY $2.3B Danuglipron $PFE $2.3B Source: Barclays 🚨$60B+ Market Opportunity: #Obesity Therapeutics Approved: Wegovy (GLP-1) Mounjaro (GLP-1/GIP) Up Next: CagriSema $NVO Retatrutide $LLY GCGR/GIPR/GLP-1R Orforglipron $LLY oral GLP1 Danuglipron $PFE oral GLP1 AMG-133 $AMGN GIPR antagonist Source: Barclays 🚨$60B+ Market Opportunity: #Obesity Therapeutics Approved: Wegovy (GLP-1) Mounjaro (GLP-1/GIP) Up Next: CagriSema $NVO Retatrutide $LLY"  
[X Link](https://x.com/anyuser/status/1649208508745764864)  2023-04-21T00:28Z 22K followers, 37.2K engagements


"📬mRNA/LNP companies we are most excited about: [--]. Orna (Anderson) [--]. ReCode (Seigwart) [--]. Capstan (Weissman) [--]. Strand (Weiss Irvine) [--]. Orbital Therapeutics (Chang Weissman) [--]. Sanofi / Tidal Therapeutics (Irvine) Who did we miss"  
[X Link](https://x.com/BowTiedBiotech/status/1651176932837404673)  2023-04-26T10:50Z 22K followers, 17K engagements


"Q2 Biotech Hedge Fund performance moving in right direction after slaughter over last [--] years Q2 BVF: 39% Cormorant: +23% Samsara: +21% Logos: +17% Deep Track: +17% EcoR1: +13% RA: +11% Fairmont: +10% Boxer: +7% Perceptive: +6% Avoro: +4% Tang: +2% Baker Bro: -6% Orbi: -11% (Link to subst**ack in bio) Epoch 33: 1H23 #Biotech Hedge Fund Performance ✅Macro impact on biotech 2H23 ✅What biotech hedge funds are buying ✅What biotech hedge funds are selling ✅Q2 and 3yr biotech HF performance (Link to subst**ack in bio) https://t.co/xO9nT5SfYd Epoch 33: 1H23 #Biotech Hedge Fund Performance ✅Macro"  
[X Link](https://x.com/anyuser/status/1692488447372456346)  2023-08-18T10:47Z 22K followers, 50.9K engagements


"$IPSC Clears 6mon complete response If they get to 12mon PFS cell therapy is back CNTY-101 is an allogeneic anti-CD19 iPSC-derived NK cell therapy 🧬✂ [--] Precision Gene Edits 1Avoid Tcell rejection: KO B2M 2Avoid Tcell rejection: KO MHCII 3Avoid NK Rejection: KI HLA-E 4Tumor killing: dual target CD19/FMC63 5Safety switch: EGFR / Cetuximab 6Armoring: IL-15 for expansion ✅ Durable CR at [--] months and ongoing ✅CNTY-101 persistence in tissue ✅Redosing WITHOUT lymphodepletion ✅Off-the-shelf product ✅Host rejection solved by Allo-Evasion edits ✅No DLTs no CRS no ICANS ✅No AEs related to CNTY-101"  
[X Link](https://x.com/BowTiedBiotech/status/1733570179617935534)  2023-12-09T19:31Z 22K followers, 25.6K engagements


"11 CLINICAL TRIALS THAT WILL SHAPE MEDICINE IN [----] 🧬 Our eyes are on VERVE-101 as it will be the first gene editing POC in common disease. Will many patients choose with statin refractory hypercholesterolemia choose gene editing Likely not in our view. BUT - this study sets the wheels in motion for a potential prevention study AND THAT IS WHERE THINGS GET INTERESTING. We are on a collision course for the ethical debate around application of this technology. https://www.nature.com/articles/s41591-023-02699-5 https://www.nature.com/articles/s41591-023-02699-5"  
[X Link](https://x.com/BowTiedBiotech/status/1735659304475132203)  2023-12-15T13:53Z 22K followers, 22.2K engagements


"32 FDA APPROVED Cell & Gene Therapies [--] EMA APPROVED C> ✅ Haematology: [--] (FDA) [--] (EMA) ✅ Ophthalmology: [--] (FDA) [--] (EMA) ✅ Neurology: [--] (FDA) [--] (EMA) ✅ Gastroenterology: [--] (FDA) [--] (EMA) ✅ Immunodeficiency: [--] (FDA) [--] (EMA) ✅ Musculoskeletal: [--] (FDA) [--] (EMA) ✅ Oncology: [--] (FDA) [--] (EMA) ✅ Endocrinology: [--] (FDA) ✅ Dermatology: [--] (FDA) ✅ Aesthetic: [--] (FDA)"  
[X Link](https://x.com/BowTiedBiotech/status/1735980361471995918)  2023-12-16T11:09Z 22K followers, 38.5K engagements


"💰💊 Big Pharma has committed a staggering $5.5B to AI drug discovery partnerships in Q4-2023. Source: Hannah Finnegan"  
[X Link](https://x.com/BowTiedBiotech/status/1736838750079246641)  2023-12-18T20:00Z 22K followers, 10.3K engagements


"👀in-vivo CAR-T will be in the clinic [----] Two companies to file INDs: 👉🏼Interius BioTherapeutics 👉🏼Umoja Biopharma 🐒Interius reported that B-cell counts were reduced by at least 75% in [--] out of [--] animals http://www.nature.com/articles/d41586-023-03969-5 http://www.nature.com/articles/d41586-023-03969-5"  
[X Link](https://x.com/BowTiedBiotech/status/1737644078387638288)  2023-12-21T01:20Z 22K followers, 14.6K engagements


"☢Radiopharma remains HOT Missed out on Point and Rayze Check out Fusion Pharmaceuticals $FUSN $FUSN already has a collaboration with $AZN Pharma is interested E2E solutions: assets + manufacturing + supply chain 👇 Upcoming catalysts: FPI-2265 (225Ac-PSMA) mCRC Ph [--] data 1Q24 FPI-1434 (IGF-1R) solid tumors FPI-2059 (NTSR1) Ph [--] ongoing solid tumors ✅GMP manufacturing comes online fully [----] https://twitter.com/i/web/status/1741175012936065429 https://twitter.com/i/web/status/1741175012936065429"  
[X Link](https://x.com/BowTiedBiotech/status/1741175012936065429)  2023-12-30T19:10Z 22K followers, [----] engagements


"Our list going into 2024.likely forgot a few $biotech CV NASH: $MDGL CV Obesity: $GPCR $VKTX CV HF: $CYTK I&I FcRN: $IMVT $ARGX I&I IL17: $MLTX I&I Degraders: $KYMR Rare: $BBIO Neuro/I&I/Obesity: $BHVN Oncology: $RVMD RNAi: $ARWR $ALNY"  
[X Link](https://x.com/anyuser/status/1743792022811508817)  2024-01-07T00:29Z 22K followers, 33K engagements


"🔮Projected [----] Drug Approvals By MOA: Claudin 18.2: gastric cancer TILs: melanoma Thb: NASH HT2A: schizophrenia Activin-R: PAH HIF-PHIs: CKD A: AD HER3 ADC: NSCLC RAFi: glioma Telomerase: MDS/MF DLL3-CD3: SCLC FIX: Hem B FDi: PNH C5i: PNH KarXT: schizophrenia Source: Chris Di Savi"  
[X Link](https://x.com/anyuser/status/1746196415234126314)  2024-01-13T15:44Z 22K followers, 15.4K engagements


"HUNTING GROUNDS FOR MEGA-BLOCKBUSTERS TAM for Top [--] Serious Disease T2D: $431B Obesity: $250B Migraine: $240B Pain: $220B Addiction: $147B Heart Disease: $142B Autism: $132B Alzheimer's: $120B Hypertension: $114B COPD: $114B CKD: $79B Depression: $79B Endometriosis: $78B Heart Failure: $75B Source: Stifel"  
[X Link](https://x.com/anyuser/status/1759601413116621022)  2024-02-19T15:30Z 22K followers, 14.6K engagements


"Top Drug Sales (2022 vs 2023) [--]. Keyruda $MRK $20.9B vs $25B [--]. Humira $ABBV $21.B vs $14.4B [--]. Ozempic $NVO $8.6B vs. 13.0B [--]. Eliquis $BMY $PFE $11.8B vs $12.2B [--]. Biktarvy $GILD $10.4B vs $11.5B [--]. Dupixant $SNY $REGN $8.9B vs. $11.5B [--]. Comirnaty $PFE $37.8B vs. $11.2B [--]. Stelara $JNJ $9.7B vs. $10.9B [--]. Darzalex $JNJ $9.7B vs. $9.7B [--]. Opdivo $BMY $8.2B vs. $9.0B Interesting how outside of Cormirnaty (COVID) and Humira all of these mega-blockbusters are still growing"  
[X Link](https://x.com/anyuser/status/1766444548140511719)  2024-03-09T12:42Z 22K followers, 12.9K engagements


"FDA Development Paths [--] Standard Designation: Standard designation is the typical pathway for drug development involving preclinical studies and three phases of clinical trials to assess safety and efficacy thoroughly. [--] Orphan Designation: Reserved for drugs targeting rare diseases this designation offers incentives like tax credits and marketing exclusivity to encourage development for underserved patient populations. [--] Fast Track Designation: Fast Track expedites drug development for serious conditions with unmet medical needs allowing more frequent interactions with the FDA and potential"  
[X Link](https://x.com/BowTiedBiotech/status/1769359586522251388)  2024-03-17T13:46Z 22K followers, 25.9K engagements


"🤖🧬Techbio deals with biopharma and $NVDA"  
[X Link](https://x.com/anyuser/status/1773704490413064285)  2024-03-29T13:31Z 22K followers, 22.7K engagements


"1/ How does a cancer vaccine work Step 1: Manufacturing"  
[X Link](https://x.com/BowTiedBiotech/status/1774415647792914886)  2024-03-31T12:37Z 22K followers, [----] engagements


"Categorizing Immunotherapy Tumour-Infiltrating Lymphocytes (TIL) T Cell Receptor-Engineered T cells (TCR-T) Chimeric Antigen Receptor T cells (CAR-T) Chimeric Antigen Receptor Natural Killer cells (CAR-NK) Chimeric Antigen Receptor Macrophages (CAR-M). Chimeric Antigen Receptor Gamma-Delta T cells (CAR-T) Chimeric Antigen Receptor Natural Killer T cells (CAR-NKT) Source: Spencer Knight on the HR App via BioKnow"  
[X Link](https://x.com/BowTiedBiotech/status/1778743499480793194)  2024-04-12T11:14Z 22K followers, [----] engagements


"Average Cost to Develop a Drug remains $2B (Includes cost of failure) Source: Deloitte"  
[X Link](https://x.com/BowTiedBiotech/status/1783831623253016992)  2024-04-26T12:12Z 22K followers, [----] engagements


"ADC History: 7% Success Rate over [--] years 349: have entered human studies 190: in active development 148: discontinued 11: approved by FDA 348-190=158 either approved or discontinued if remove those still progressing as TBD 11/158 = 7% success rate REMEMBER WHEN PAYING FOR ONE OF THE [--] APPROVED DRUGS THE COST OF FAILURE IS INCLUDED - INVESTORS IN THERAPEUTIC DEVELOPMENT EXPECT A RETURN ON INVESTMENT Landscape of ADCs by Dr. LoRusso. [--] approved ADCs among [---] ADCs that have entered the clinic (148 discontinued). Developing ADCs for solid tumor is challenging given antigens being"  
[X Link](https://x.com/anyuser/status/1797228768831894011)  2024-06-02T11:28Z 22K followers, 24.5K engagements


"2023 Blockbuster Drugs (sales) Source: Anis Fahandej-Sadi on the HR App"  
[X Link](https://x.com/BowTiedBiotech/status/1799903875211682034)  2024-06-09T20:38Z 22K followers, 60.1K engagements


"Approved Cell and Gene Therapies 🔘Hematology (21) 🔘Oncology (5) 🔘Neurology (4) 🔘Dermatology (3) 🔘Immunodeficiency (1) 🔘Endocrinology (1) 🔘Ophthalmology (1) 🔘Musculoskeletal (1) 🔘Aesthetic (1) H/T: Dr Jojo on the HR app"  
[X Link](https://x.com/BowTiedBiotech/status/1821955098412732512)  2024-08-09T17:02Z 22K followers, 16.2K engagements


"PHARMA HISTORY: Top [--] BY MARKET CAP 2004: Pfizer King of Lipids - Lipitor 2005-11: JNJ TNF Time - Remicade 2012: Roche HER Too - Herceptin 2013-21: JNJ Bloody Blockbuster - Imbruvica 2022-23: Lilly The Obesity Show - Mounjaro Source: Joana Sadowska on the HR APP"  
[X Link](https://x.com/anyuser/status/1825152159756734470)  2024-08-18T12:45Z 22K followers, 27.2K engagements


"😱😱😱 Cell and gene therapy investment once booming is now in a slump "Much less money is flowing into the sector as venture investors focus on technologies with less risk and easier paths to market." This article is sure to touch a nerve 😀 https://www.biopharmadive.com/news/cell-gene-therapy-biotech-venture-investment-decline/725401/ https://www.biopharmadive.com/news/cell-gene-therapy-biotech-venture-investment-decline/725401/"  
[X Link](https://x.com/BowTiedBiotech/status/1829480423077949602)  2024-08-30T11:24Z 22K followers, [----] engagements


"in-vivo reprogramming is coming In vivo dendritic cell reprogramming for cancer immunotherapy https://www.science.org/doi/10.1126/science.adn9083 https://www.science.org/doi/10.1126/science.adn9083"  
[X Link](https://x.com/BowTiedBiotech/status/1833331571580875145)  2024-09-10T02:28Z 22K followers, 10.7K engagements


"Breaking Down the Pharma Industry: Profit vs. Revenue Below is how pharma giants stack up in terms of profit vs. revenue Total profit: $173.5B Total revenue: $972.3B Profit margin: 17.84% Source: Reza Zahiri on the HR app"  
[X Link](https://x.com/BowTiedBiotech/status/1835824993831207128)  2024-09-16T23:36Z 22K followers, 23.2K engagements


"The only thing right about the forecast is that is it wrong"  
[X Link](https://x.com/BowTiedBiotech/status/1847091682631688647)  2024-10-18T01:45Z 22K followers, 15.4K engagements


"RECENT BIOTECH SHUTDOWNS (Since May 2024) 🤚 We suspect more of this as well as a wave of consolidations as companies run out of cash & are unable to finance 💡 It is also a tremendous opportunity for consolidation as many of these companies will have advancable clinical data Chart from: Anis Fahandej-Sadi on the HR app"  
[X Link](https://x.com/anyuser/status/1850156904023986185)  2024-10-26T12:45Z 22K followers, 13.9K engagements


"Degrader Tac-opedia 🔘PROTAC: E3 ligase-targeted proteolysis 🔘DUBTAC: Deubiquitinase stabilization 🔘LYTAC: Lysosome-targeted degradation 🔘Trivalent PROTAC: Multivalent E3 ligase 🔘AUTAC: Autophagy-targeted degradation 🔘RIBOTAC: RNA-targeted degradation 🔘RNA-PROTAC: RNA-binding E3 ligase 🔘BioPROTAC: Antibody/peptide proteolysis 🔘Aptamer-PROTAC: Aptamer proteolysis 🔘GlueTAC: Lysosomal traffic & degradation 🔘Peptide-PROTAC: Peptide-based E3 ligase 🔘NanoTAC: Nanobody-based E3 ligase H/T: Donggeon Kim on the HR app"  
[X Link](https://x.com/BowTiedBiotech/status/1850159168747168159)  2024-10-26T12:54Z 22K followers, 131.2K engagements


"Biotech Buyout Basket (BBB) #JPM25 Building on @Andre_AGTC we took his list of biotechs with high profile programs NOT presenting at JPM and overlaid alignment with pharma R&D strategy and balance sheet flexibility for deal making. The thesis is high profile biotechs not presenting may be in a blackout period pre-deal announcement Format: Biotech company (TA focus) followed by pharmas filtered for strategic alignment (balance sheet firepower rating). All source data attached. 👉 $AXSM (Neuro) 🔹 $ABBV (High) 🔹 $BIIB (Low) 🔹 $LLY (Low) 👉 $ITCI (Neuro) 🔹 $ABBV (High) 🔹 $BIIB (Low) 🔹 $LLY"  
[X Link](https://x.com/anyuser/status/1875950639626235950)  2025-01-05T17:01Z 22K followers, 22.5K engagements


"If you are a biotech junky (like us) this is must watch TV. The @TimOpler breaking down the history AND future of healthcare. Amazing story and super interesting data cuts. Enjoy 🎬"  
[X Link](https://x.com/anyuser/status/1879531986890473964)  2025-01-15T14:12Z 22K followers, 11.1K engagements


"1/ 📊The bar has risen for U.S. biotech thanks to intense competition from Chinas growing biotech ecosystem What does this mean for U.S. biotechs Adapt or get left behind. 🧵"  
[X Link](https://x.com/anyuser/status/1880074526639448068)  2025-01-17T02:07Z 22K followers, 14.6K engagements


"Synthetic Enzymes coming soon Below not as a therapeutic but to enhance biosynthesis - huge market opportunity Accelerated enzyme engineering by machine-learning guided cell-free expression We use these data to build augmented ridge regression ML models for predicting amide synthetase variants capable of making [--] small molecule pharmaceuticals. Over these nine compounds ML-predicted enzyme variants demonstrate 1.6- to 42-fold improved activity relative to the parent"  
[X Link](https://x.com/BowTiedBiotech/status/1883162610532573627)  2025-01-25T14:38Z 22K followers, 10.6K engagements


"China biotech situation explained in two charts Cash has dried up: Vultures emerge to pick substrate: Source: Evercore"  
[X Link](https://x.com/anyuser/status/1888567621638885557)  2025-02-09T12:36Z 22K followers, 17.2K engagements


"1/ THREAD: Where do mRNA vaccines go after injection Lipid nanoparticles (LNPs) are the workhorses of mRNA vaccines but how do they move through the body New PET-CT imaging in rhesus macaques gives us answers. 🧵👇"  
[X Link](https://x.com/BowTiedBiotech/status/1889646295591133606)  2025-02-12T12:02Z 22K followers, 160.3K engagements


"Autoimmune toolbox 🧰 🤑For those of you with no clue what that figure means - there are a number mega-blockbusters listed 👇🏼 Dupilumab (IL-4/IL-13): Biased for Type [--] inflammation [----] sales $11.6B Tezepelumab (TSLP): Broad asthma target [----] sales $5.6B Ustekinumab (IL-12/IL-23): Th17 focus [----] sales $11.3B Nogapendekin alfa (IL-15): Cancer immunity boost new [----] approval"  
[X Link](https://x.com/BowTiedBiotech/status/1892999316576354504)  2025-02-21T18:06Z 22K followers, [----] engagements


"💼 PHARMA M&A IN [----] A SIGNALS OF STRATEGIC SHIFTS Recent biotech M&A reveals interesting trends: 🔹 $JNJ $14.6B acquisition of $ITCI completed in Q4 [----] secures Caplyta (lumateperone) for schizophrenia and bipolar disorder with potential expansion into depression treatments. 🔹 $GSK $1.15B investment in IDRx targets the late-stage cancer asset IDRX-42 for gastrointestinal tumors. 🔹 $LLY strategic acquisitionsScorpion Therapeutics for up to $2.5B focusing on STX-478 for breast cancer and Morphic (closed Q3 2024) for inflammatory bowel disease (IBD) innovationshighlight a focus on"  
[X Link](https://x.com/anyuser/status/1893639597852143710)  2025-02-23T12:30Z 22K followers, [----] engagements


"When I worked in pharma every time there was a CEO switch or mega M&A R&D went on hold as McKinsey sorted through the integration and the new plan was implemented. Every dollar being spent was looked at and every headcount needed to be justified. Happens all the time in industry - you just never hear about it. To my academics friends who are not used to this - you will get through it the world is not ending and it is temporary. ♥"  
[X Link](https://x.com/BowTiedBiotech/status/1893662437213114795)  2025-02-23T14:01Z 22K followers, [----] engagements


"🌾👀🌾Emerging Oncology Therapies: Whats Up Next A quick breakdown of some of the most interesting approaches: 📬Gene Delivery as Cancer Immunotherapy LNPs and viral vectors arent just for vaccines. Companies like Capstan Umoja and Orbital are using them to turn the bodys own immune system into a tumor-killing machine. 🎚Tumor-Activated Therapeutics What if cancer drugs only switched on inside tumors Thats the bet Bonum BioAtla and Werewolf are making. Kill tumors spare healthy cells. ☢Targeted Alpha Therapy Radiation works but its messy. Alpha particles Different story. Aktis RayzeBio and"  
[X Link](https://x.com/BowTiedBiotech/status/1893730457709322395)  2025-02-23T18:31Z 22K followers, 10.4K engagements


"🎯CAR-T TARGETS cut across multiple therapeutic areas"  
[X Link](https://x.com/BowTiedBiotech/status/1897861820980859389)  2025-03-07T04:08Z 22K followers, 31.8K engagements


"1/ Did the FTC Kill Biotech M&A 💀💰 Biotech M&A is on life support. Deals are down. Dollars are down. The exit market is frozen. Some blame high valuations. Others blame interest rates. But did the FTC make things worse. Biopharma M&A trend below from Raymond James 👇🏼"  
[X Link](https://x.com/anyuser/status/1898339191051747760)  2025-03-08T11:45Z 22K followers, 16.6K engagements


"LNP uptake has not really materialized as anticipated yet in the marketplace. Many interesting programs are progressing through human studies - but there is at best cautious optimism around these approaches. Will be interesting to see if polymeric and/or inorganics gain traction at some point. Delivery remains an uphill battle and immunogenicity will always be a concern"  
[X Link](https://x.com/BowTiedBiotech/status/1898691484540424371)  2025-03-09T11:05Z 22K followers, [----] engagements


"$NVO just licensed a triple agonist from Chinas United Biotech for $200M upfront and up to $1.8B in milestones. Is this the next big threat to $LLY retatrutide Lets break it down: UBT251 = GLP-1 + GIP + Glucagon Its a long-acting triple receptor agonist just like Lillys retatrutide but with early data that lookscompetitive. Phase 1b results (n=36 [--] weeks): 🔹Dose titration weekly x12 🔹High dose group: 🔹15.1% average weight loss 🔹Placebo group actually gained 1.5% Safety profile: 🔹Mild-to-moderate GI 🔹No major red flags Lets pause there. 15.1% in just [--] weeks Thats one of the strongest"  
[X Link](https://x.com/anyuser/status/1904145746711978353)  2025-03-24T12:18Z 22K followers, [----] engagements


"De Novo Miniproteins for GPCRs A new paper from the David Baker lab might just open a therapeutic goldmine. Lets talk about picomolar agonists immunogenicity and the dream of drugging GPCRs with precision. A thread 🧵"  
[X Link](https://x.com/anyuser/status/1910656275936837921)  2025-04-11T11:28Z 22K followers, 26.7K engagements


"🧬 Pharma Isnt Ready to Outsource All R&D to Biotech There is a narrative that big pharma is becoming just a distribution and BD engine while biotech drives the science. The data tells a more nuanced story. Across top global pharma the average percentage of pipeline assets sourced externally is only 41%. That means nearly 60% of innovation is still internal. This isnt to say external sourcing isnt growing - it absolutely is. But pharma has very much NOT given up on internal R&D. Not even close. Source: Paul Hanson on the HR APP"  
[X Link](https://x.com/BowTiedBiotech/status/1911407221633659038)  2025-04-13T13:12Z 22K followers, 13.1K engagements


"🏛 Trumps Executive Order Puts Biotech Back on the Table The IRA punished small molecules. [--] years of exclusivity vs. [--] for biologics. Trump wants to fix it and biotech should care. Heres whats in the order and why it matters: 💣 The IRA Pill Penalty Congress baked in a 4-year advantage for biologics. 🔸 Small mol: [--] yrs until price controls 🔸 Biologics: [--] yrs until price controls That gap changed incentives. More antibodies. Fewer pills. 🔓 Removing the pill penalty A fix to the [--] vs. [--] year disparity would: 👉🏼 Unlock value in small mol platforms 👉🏼 Restore balance to incentives 👉🏼"  
[X Link](https://x.com/BowTiedBiotech/status/1912277841560863215)  2025-04-15T22:52Z 22K followers, 10.9K engagements


"🧬 Did the FDA just make gene editing investable overnight New commissioner just dropped a bomb: Conditional approval based on a plausible mechanism. No RCTs. No Phase [--]. Just strong biology + real-time monitoring. What happens when CRISPR no longer needs a 5-year trial to reach patients 🚨 Ultra-rare fatal diseases with [--] patients Now viable. 📈 Real-world EHR data replaces the control arm. 🧠 Mechanism-first drugs can hit market faster than ever. $CRSP $VERV $NTLA $BEAM $CRBU and every programmable platform just got the signal. Biotech HAS NOT priced this in. Gene editing just went from"  
[X Link](https://x.com/anyuser/status/1913913521957482775)  2025-04-20T11:11Z 22K followers, 72.8K engagements


"TCR-mimetics (TCRm): Targeting the Untouchable What if we could drug intracellular targets with antibody-like precision $REGN just dropped a masterclass in next-gen protein engineering. The antibody era for intracellular targets is here. And heres why it matters and what investors should take away:"  
[X Link](https://x.com/anyuser/status/1915358210875134077)  2025-04-24T10:52Z 22K followers, 11.2K engagements


"1/ How ADCs Actually Work - its more than just payload internalization. 💣The brutal elegance of a biological smart bomb A thread 🧵"  
[X Link](https://x.com/BowTiedBiotech/status/1916474904381186378)  2025-04-27T12:49Z 22K followers, 35.7K engagements


"🚨 ATTN HATERS: Drug Discovery is about to get faster - stay mad. All of HHS is moving lockstep to make this happen. HHS NIH ARPA-H FDA are all-in on faster drug development: 🔹 No animal testing bottlenecks 🔹 Human-first predictive models 🔹 AI + organoids + simulations Regulators arent the brakes anymore - find a new excuse $XBI @HHSGov @NIH @US_FDA @ARPA_H"  
[X Link](https://x.com/BowTiedBiotech/status/1917535695549210668)  2025-04-30T11:05Z 22K followers, [----] engagements


"📉 Pharmas $150B Patent Cliff Is Triggering a Biotech Buyout Wave Blockbusters are expiring pipelines are thin and investors are losing patience. Big Pharma is staring down a $150B revenue hole by [----]. The solution Biotech M&A. Heres why the buyout wave is just getting started 🧵"  
[X Link](https://x.com/anyuser/status/1918072725282914689)  2025-05-01T22:39Z 22K followers, 31.6K engagements


"💉CHINA IN-VIVO CAR-T - ITS WORKING [--] shot of in vivo CD19 CAR-T ✅ Complete remission (CR) in [--] days ✅ No lymphodepletion ✅ No CRS ✅ No neurotoxicity ✅ No $400K ex vivo process The future of cell therapy is in you not in a lab. https://www.biospace.com/press-releases/genocury-biotech-announces-groundbreaking-advance-in-relapsed-refractory-dlbcl-through-pioneering-in-vivo-cd19-car-t-therapy https://www.biospace.com/press-releases/genocury-biotech-announces-groundbreaking-advance-in-relapsed-refractory-dlbcl-through-pioneering-in-vivo-cd19-car-t-therapy"  
[X Link](https://x.com/BowTiedBiotech/status/1918249344563646763)  2025-05-02T10:20Z 22K followers, 13.5K engagements


"🧬 The Next Decade of In-Vivo CAR-T (20252035) Were entering a new era where cell therapies are made inside the body. No apheresis. No chemo. Just a shot or a drip and your T cells get reprogrammed on site. Heres the clearest roadmap for the next [--] years 👇🏼"  
[X Link](https://x.com/anyuser/status/1918249644926108070)  2025-05-02T10:22Z 22K followers, 54.8K engagements


"🧬 The Other CARs: CAR-NK CAR-M CAR- Everyone knows CAR-T. But 2025s real excitement The rise of innate immune engineering. Heres your guide to the [--] non-T cell CAR classes gaining ground in cancer immunotherapy: 1/15"  
[X Link](https://x.com/BowTiedBiotech/status/1919892700230201809)  2025-05-06T23:11Z 22K followers, [----] engagements


"2 Dont sleep on psychedelics $ATAI backed $CMPS incubated $GH Research and helped create an entirely new neuropsych industry. Now Gilgamesh is partnering with $ABBV Big pharma is here. Biotech lit the fire. 🎧 Listen to the full breakdown: The Hottest Ticket in Town Ep. [---] 🔗 https://open.substack.com/pub/bowtiedbiotech/p/the-hottest-ticket-in-town-ep-665 https://twitter.com/i/web/status/1920082978169872504 https://open.substack.com/pub/bowtiedbiotech/p/the-hottest-ticket-in-town-ep-665 https://twitter.com/i/web/status/1920082978169872504"  
[X Link](https://x.com/BowTiedBiotech/status/1920082978169872504)  2025-05-07T11:47Z 22K followers, [----] engagements


"T-Cell Engagers (TCE): A Preview of the Next Decade TCEs are the fastest-growing class of cancer biologics. CD3xTarget bispecifics are going from niche salvage drugs to mainstream 1L oncology. Heres whats coming in the next [--] years: Lets break it down 👇"  
[X Link](https://x.com/anyuser/status/1920458705692234149)  2025-05-08T12:40Z 22K followers, 14.4K engagements


"🧬 Prime Editing Clinically Validated Prime Medicine just delivered the first-ever human proof-of-concept for its Prime Editing tech. One patient. One infusion. 66% enzyme restoration by Day [--]. A legit inflection point for gene editing. Lets break it down:"  
[X Link](https://x.com/anyuser/status/1924453890092634595)  2025-05-19T13:15Z 22K followers, 11.1K 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: https://twitter.com/i/web/status/1925517742641221699 https://twitter.com/i/web/status/1925517742641221699"  
[X Link](https://x.com/anyuser/status/1925517742641221699)  2025-05-22T11:42Z 22K followers, 20.9K engagements


"🚨 Solid Tumor CAR-T Is No Longer a Joke #ASCO25 is showing us just how far weve come. For years CAR-T in solid tumors was the biotech version of vaporware. But this years lineup is different. Were seeing serious trial designs smarter construct engineering and delivery routes built to dodge the tumor microenvironments defenses. Heres what stands out: 🧬 Repeat Offenders: CLDN18.2 MSLN and CEA Investors used to roll their eyes at yet another mesothelin trial but the new wave is different. 👉🏼 A2 Bio is pairing MSLN and CEA with HLA-A*02 LOH targeting 👉🏼 BioNTech is back with CLDN18.2 in"  
[X Link](https://x.com/BowTiedBiotech/status/1927024381445668972)  2025-05-26T15:29Z 22K followers, 16.4K engagements


"Elraglusib + Gem/Nab (Actuate Therapeutics) First real OS win in 1L mPDAC in a decade 👉🏼 OS: [----] vs [----] months (HR 0.67) 👉🏼 ORR: 48% DCR: 81% 👉🏼 GSK-3 inhibition remodels stroma and blocks NF-B Clean survival benefit in 1L is rare. This could be a registrational asset and M&A bait. Only novel agent to push gem/nab forward since FOLFIRINOX hit the scene. https://twitter.com/i/web/status/1927755960988193193 https://twitter.com/i/web/status/1927755960988193193"  
[X Link](https://x.com/BowTiedBiotech/status/1927755960988193193)  2025-05-28T15:56Z 22K followers, [---] engagements


"🧬 Cell & Gene Therapies: High Risk or High Reward Tufts just released one of the best datasets comparing CGT programs to traditional drugs. Across every phase CGTs outperform. Some are 3.5x more likely to get approved. Heres what the numbers tell us 🧵👇🏼"  
[X Link](https://x.com/BowTiedBiotech/status/1930574497553252830)  2025-06-05T10:36Z 22K followers, 19.9K engagements


"📉 Biotech VC just completed a full boom-bust cycle. [----] fundraising hit decade lows. Fund count Cratered. But look closer. These are the moments real returns are born. 🧬 [----] is setting up to be BIG. Be early. Be contrarian. Be ready. $XBI"  
[X Link](https://x.com/BowTiedBiotech/status/1930593834766934336)  2025-06-05T11:53Z 22K followers, 19.8K engagements


"🧬 FDA Cell & Gene Therapy Roundtable: A Story of Frustration Urgency and Hope 🧵 Today something rare happened. The FDA HHS NIH CMS patients founders and investors sat down together not to check a box but to fix whats broken. And if youve ever felt like the FDA was too slow too rigid or falling behind China Youre going to want to read this. Lets walk through it.👇🏼"  
[X Link](https://x.com/BowTiedBiotech/status/1930720562814570846)  2025-06-05T20:17Z 22K followers, 53.9K engagements


"🧪 The Most Miserable Place on Earth: Biotech Preclinical 🗣 Its just an idea. Phase [--] 🗣 Sell the dream. Phase [--] 🗣Samples too small. Biomarkers dont count. Comparators weak. etc etc Phase [--] 🗣 Itll never be a product. Markets too crowded. FDA approval 🗣 Payers wont cover it. Launch 🗣 The sales force is weak. Labels too narrow. Competitors are coming. $1B in sales 🗣 Growth is capped. Margins are falling. Patent cliff incoming. 📉 Welcome to biotech investing: Where skepticism compounds faster than revenue"  
[X Link](https://x.com/BowTiedBiotech/status/1931852084485480560)  2025-06-08T23:13Z 22K followers, 25K engagements


"Why Biotech VCs Say NO to 99% of Startups"  
[X Link](https://x.com/BowTiedBiotech/status/1932773420149649783)  2025-06-11T12:14Z 22K followers, [----] engagements


"1/ 🧬 The HOTTEST obesity target youve never heard of $WVE INHBE A hepatokine silencer with fat-specific effects: ✅muscle preservation ✅ zero appetite suppression But the real story is what this means for translation. There is more than meets the eye here that NOBODY is talking about. We give you a potential *NEW megablockbuster indication beyond obesity & show you how INHBE opens the door to a new class of hepatokine therapeutics. Lets decode 🧵"  
[X Link](https://x.com/anyuser/status/1936399619816075711)  2025-06-21T12:23Z 22K followers, 25.6K engagements


"Probably the biggest potential game changer platform for therapeutic development since CRISPR in my view In Science researchers present a new method to safely and preferentially generate CAR T cells directly inside the body using targeted lipid nanoparticles that deliver mRNA directly to T cells. The approach showed rapid and sustained immune reprogramming in preclinical models https://t.co/bndMh6RxvT In Science researchers present a new method to safely and preferentially generate CAR T cells directly inside the body using targeted lipid nanoparticles that deliver mRNA directly to T cells."  
[X Link](https://x.com/BowTiedBiotech/status/1936403729269571811)  2025-06-21T12:40Z 22K followers, 10.7K engagements


"Picture this: A 54-year-old patient with stage IV melanoma had failed treatment. Then something remarkable happened. After modulating their gut microbiome they responded dramatically to immunotherapy that had previously failed them. This isn't science fiction it's happening in hospitals today. Source: Rafik Fellague-Chebra https://www.nature.com/articles/s42255-025-01287-w https://www.nature.com/articles/s42255-025-01287-w"  
[X Link](https://x.com/BowTiedBiotech/status/1937126240764539137)  2025-06-23T12:31Z 22K followers, 13.4K engagements


"📈 Everyones Favorite M&A Chart is Back That Jefferies/Yee chart Still aging like fine wine. Its the cheat sheet Big Pharma uses to fill $30B+ revenue holes. Top [--] De-Risked M&A Candidates: $AKRO F4 NASH with clean Ph2 data $23B potential $SRRK 9/22 PDUFA for SMA + Ph2 obesity data $VKTX Best-positioned GLP-1 GLP/GCG dual in SMID $RVMD Solid launch traction scalable pipeline $INSM Rare + I&I strong revenue base https://twitter.com/i/web/status/1938205606877487386 https://twitter.com/i/web/status/1938205606877487386"  
[X Link](https://x.com/anyuser/status/1938205606877487386)  2025-06-26T12:00Z 22K followers, 33.3K engagements


"Just learned @sports_bios is no longer with us. I write this in the one of kind format we all learned to love and appreciate - One of the great ones on biotwitter always thoughtful always sharp always fair. Taught a whole generation of us to actually read the FDA briefing books to question our priors without being loud about it and to keep a balanced head when the rest of the timeline was losing theirs. Quietly one of the best follows out there. Always generous with his takes never chasing hype just steadily raising the bar. RIP"  
[X Link](https://x.com/anyuser/status/1938321381202055368)  2025-06-26T19:40Z 22K followers, [----] engagements


"Biotech Inventory is FINALLY clearing out. Below shows M&A FAR outpacing IPO/RM/SPAC. Add in liquidations and the low quality substrate is rapidly fading. Those that remain are being re-priced. This is what the bottom looks like. $XBI Source: Leerink"  
[X Link](https://x.com/anyuser/status/1939625207066407108)  2025-06-30T10:01Z 22K followers, [----] engagements


"1/ 🧬 How to Price a Platform in Biotech Q2 M&A is ripping Capstan just cleared $2.1B at Phase [--] and something important has changed. A new market dynamic may be emerging where optionality matters again. Lets break it down with math comps and a framework 🧵"  
[X Link](https://x.com/anyuser/status/1940018466519470151)  2025-07-01T12:03Z 22K followers, 40.5K engagements


"1/ 🧪 The Era of In-Vivo CAR-T Has Arrived No leukapheresis. No lymphodepletion. No 3-week manufacturing delay. Just a vial and a vein. EsoBiotechs in-vivo BCMA CAR-T has shown deep responses in myeloma after a single infusion. Heres why that matters 🧵"  
[X Link](https://x.com/anyuser/status/1941127401834225743)  2025-07-04T13:30Z 22K followers, 30.1K 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 👇🏼"  
[X Link](https://x.com/anyuser/status/1942902172934631625)  2025-07-09T11:02Z 22K followers, 35.8K engagements


"Great figure from Oppenheimer team on The China Trade"  
[X Link](https://x.com/anyuser/status/1945196669521514758)  2025-07-15T19:00Z 22K followers, 34.5K engagements


"🧬 The Future of Antibody-Drug Conjugates (ADCs): 2025-2035 ADCs are hitting their stride. From [--] approvals today to 40+ by [----] theyre becoming one of the most powerful therapeutic platforms in biotech. Heres a year-by-year breakdown of whats coming next 👇🏼"  
[X Link](https://x.com/BowTiedBiotech/status/1947261095292330411)  2025-07-21T11:43Z 22K followers, 22.8K engagements


"Capital Velocity & the Next Biotech Upswing Ep. [---] Corporate Biotech Just Took the Wheel Forget XBIs +5% week. The real power move is private biotech where corporates are now the #1 biotech investors. $LLY $SNY Novo Holdings (not really a strategic) leading rounds dictating trials wiring exits before your IND. Crossovers are gone. Corporates bring cash buyer alignment and a set acquisition clock. Series A isnt for POC anymore its for a 12-month buyout trigger. [----] fundable = pipeline gap filler with fast clean human data. If youre not building off a corporates [----] LoE slide youre already"  
[X Link](https://x.com/anyuser/status/1956129436736348394)  2025-08-14T23:02Z 22K followers, 16.7K engagements


"Why Corporate VCs Just Took Over Biotech Funding Crossovers left. Corporates stepped in. Now theyre not just sprinkling checks theyre leading rounds shaping trial endpoints and pre-wiring the M&A path. Know your audience. If youre raising youre not selling platform optionality. Youre selling a pipeline gap filler on a corporates [----] LoE slide. Fundable today = fast human data that aligns to a buyers P&L. Not possible not innovative but acquirable. Capital Velocity & the Next Biotech Upswing Ep. [---] Corporate Biotech Just Took the Wheel Forget XBIs +5% week. The real power move is private"  
[X Link](https://x.com/BowTiedBiotech/status/1957114596105294020)  2025-08-17T16:17Z 22K followers, 17.2K engagements


"Biotech VC Translator"  
[X Link](https://x.com/anyuser/status/1962168753770074435)  2025-08-31T15:01Z 22K followers, 59.9K engagements


"5/ Enjoyed BowtiedBiotech for everything biotech"  
[X Link](https://x.com/BowTiedBiotech/status/1963060883115917425)  2025-09-03T02:06Z 22K followers, [----] engagements


"Major Biotech Innovation 2030+"  
[X Link](https://x.com/anyuser/status/1972034642984518023)  2025-09-27T20:24Z 22K followers, 10.9K engagements


"🗣A friendly reminder that baseline survival stats in drug development are brutal. Preclinical - Ph1: 1024% Ph1 - Ph2: 52% Ph2 - Ph3: 29% Ph3 - Reg: 58% Reg - Approval: 91% The math is stacked against you from the start. Rates swing by TA & MOA our job is to risk-adjust"  
[X Link](https://x.com/BowTiedBiotech/status/1972630362271485976)  2025-09-29T11:51Z 22K followers, [----] 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: [--] LVV batch 120+ patients COGS: $10K per patient Turnaround: [--] 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/anyuser/status/1977353324295803216)  2025-10-12T12:39Z 22K followers, 16.6K 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/anyuser/status/1977892842304639118)  2025-10-14T00:22Z 22K followers, 12.5K engagements


"🧬 In-Vivo CAR-T: Pharmas New Holy Grail Ex-vivo cell therapy was biotechs moonshot. But its running into gravity manufacturing drag cost friction and clinical complexity. The next frontier is in-vivo CAR-T programming immune cells directly inside the body. Pharmas deal flow makes the shift obvious. $ABBV bought Capstan for its targeted LNPs. $GILD took Interius for integrating in-vivo delivery. $AZN scooped EsoBiotec for immune-tropic vectors $BMY grabbed Orbital for circular RNA payloads. These arent bets on CAR-T [---]. Theyre bets on skipping the cell therapy factory. ⚙ What Pharma is"  
[X Link](https://x.com/anyuser/status/1980288145867350484)  2025-10-20T15:01Z 22K followers, 30.6K engagements


"ESMO [----] ADC Highlights"  
[X Link](https://x.com/BowTiedBiotech/status/1980333442991813066)  2025-10-20T18:01Z 22K followers, 13.6K engagements


"🔮 Within [--] years we may see clinical trials of CAR-T or Treg therapies engineered via CRISPRoff/on platforms with multiplexed non-genotoxic modifications. 👇🏼 This paper lays groundwork for epigenetic cell therapy as a formal modality. It may become the third major pillar after viral-based genetic modification and CRISPR-mediated gene editing. Expect venture activity and clinical IND filings in [----] months under this banner especially as safety data matures. https://www.nature.com/articles/s41587-025-02856-w https://www.nature.com/articles/s41587-025-02856-w"  
[X Link](https://x.com/anyuser/status/1981147224408220094)  2025-10-22T23:54Z 22K followers, 14.3K engagements


"😩This is what capitulation M&A looks like in biotech $LLY just bought $ADVM Ph3 wet AMD gene therapy but look at the structure. Upfront cash is only 74M total (about [----] per share). The rest of the headline (260M) is a CVR that only pays if (1) the drug gets FDA approval and (2) does $1B a year in sales. ❗The CVR is 2.5x bigger than the upfront and makes up 70% of the deal value That is not normal for a late-stage asset in a multi billion dollar eye disease market. That is distress. Public biotech M&A premiums have already collapsed from 119% in [----] to 44% in Q2 [----]. $ADVM holders"  
[X Link](https://x.com/anyuser/status/1982110926900810164)  2025-10-25T15:44Z 22K followers, 13.3K engagements


"$NTLA 50% The CRISPR Reality Check Intellia just met biologys margin call. Late Friday both Ph3 MAGNITUDE (ATTR-CM) and MAGNITUDE-2 (ATTR-PN) were paused after a Grade [--] ALT/AST spike with elevated bilirubin. This isnt an early-phase scare with [---] patients enrolled [---] dosed. The first systemic CRISPR program just ran into a real-world safety wall. Mechanism still elegant (NTLA-2001 edits hepatocyte TTR permanently erasing the substrate of amyloidosis upstream. The problem isnt the gene).its the delivery. A lipid nanoparticle hauling Cas9 through the liver is immunologys version of playing"  
[X Link](https://x.com/anyuser/status/1982782486129086814)  2025-10-27T12:12Z 22K followers, 54.1K engagements


"$LLY cites a 85% clinical failure rate. That sounds insane but it is the profile of a company swinging at real biology not me too projects. Most of those shots die a few carry the whole portfolio. You hear a similar thing from VCs. If your failure rate is low you are underwriting comfort not power law outcomes. On the other side is the China me better strategy. Cleaner CMC derisked targets incremental tweaks. That can give steadier returns and fewer blow ups but it will not hand you the kind of asymmetric winner that pays for everything else. @WillManidis Yeah interesting to hear the numbers:"  
[X Link](https://x.com/anyuser/status/1988919394253119543)  2025-11-13T10:38Z 22K followers, 26.5K engagements

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