# ![@biomednexus Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1847408393923010560.png) @biomednexus BioMed Nexus

BioMed Nexus posts on X about nexus, data, growth, $vktx the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1847408393923010560/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1847408393923010560/c:line/m:interactions.svg)

- [--] Week [-----] -7.80%
- [--] Month [-----] -24%

### Mentions: [--] [#](/creator/twitter::1847408393923010560/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1847408393923010560/c:line/m:posts_active.svg)

- [--] Month [--] -97%

### Followers: [--] [#](/creator/twitter::1847408393923010560/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1847408393923010560/c:line/m:followers.svg)

- [--] Week [--] +21%
- [--] Month [--] +55%

### CreatorRank: [---------] [#](/creator/twitter::1847408393923010560/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1847408393923010560/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [currencies](/list/currencies)  [financial services](/list/financial-services)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[nexus](/topic/nexus) #382, [data](/topic/data), [growth](/topic/growth), [$vktx](/topic/$vktx), [$lly](/topic/$lly), [$bmrn](/topic/$bmrn), [market](/topic/market), [target](/topic/target), [ai](/topic/ai), [breakout](/topic/breakout)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [UnitedHealth Group (UNH)](/topic/$unh) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Pfizer, Inc. (PFE)](/topic/$pfe) [AstraZeneca PLC (AZN)](/topic/$azn) [Novo-Nordisk (NVO)](/topic/$nvo) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Synthetify (SNY)](/topic/$sny) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Viking Holdings Ltd (VIK)](/topic/$vik) [Amgen, Inc. (AMGN)](/topic/$amgn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Sanofi (SNY)](/topic/sanofi) [Johnson & Johnson (JNJ)](/topic/$jnj) [CVS Health Corp (CVS)](/topic/cvs) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [BlackRock Inc (BLK)](/topic/blackrock) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Cullinan Management, Inc. (CGEM)](/topic/$cgem) [Amicus Therapeutics, Inc (FOLD)](/topic/$fold) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"AI platform validation is the critical narrative shift this week. Isomorphic Labs entering the clinic and $RXRX$ validating their platform in Phase [--] for FAP. Computational biology is transitioning from in silico promise to in human proof"  
[X Link](https://x.com/biomednexus/status/1999515541426569418)  2025-12-12T16:23Z [--] followers, [---] engagements


"$BCRX$ PDUFA ALERT: The pediatric Orladeyo decision today is high-volatility high-stakes. Approval creates the first oral HAE prophylaxis for children 2-11a major convenience factor. Options pricing implies a 15% move"  
[X Link](https://x.com/biomednexus/status/1999518003935739958)  2025-12-12T16:33Z [--] followers, [--] engagements


"Scenario management: Clean Approval ($8.50+) CRL/Restrictive Label ($6.00-). Avoid chasing the gap-up if approved; wait for consolidation. The market is pricing for approval"  
[X Link](https://x.com/biomednexus/status/1999518005655384286)  2025-12-12T16:33Z [--] followers, [--] engagements


"Today's BioMed Nexus synthesis: We are navigating dual capital flows. 1) Traditional Binary Catalysts ($BCRX$ PDUFA). 2) Structural AI Infrastructure Shift (Isomorphic/Recursion clinical validation)"  
[X Link](https://x.com/biomednexus/status/1999518315807383801)  2025-12-12T16:34Z [--] followers, [--] engagements


"The structural narrative holds more weight long-term. Isomorphic's clinical entry validates computational models providing a sector floor and drawing "deep tech" capital into $RXRX$ and lab automation (Medra $52M$). This is where long-term value accrues"  
[X Link](https://x.com/biomednexus/status/1999518317544161669)  2025-12-12T16:34Z [--] followers, [---] engagements


"Commercial Reality: Approval removes the regulatory overhang but the revenue lag is real. Payer adoption for expensive oral therapies in pediatrics (vs. cheaper injectables) faces friction. Expect 3-6 months of "show me" data before stock re-rates on actual prescription volume"  
[X Link](https://x.com/biomednexus/status/2000607459015303506)  2025-12-15T16:42Z [--] followers, [--] engagements


"Investors must distinguish between regulatory wins and commercial inflection points. The former offers a liquidity exit; the latter drives long-term compound growth. $BCRX is now in the "execution phase" where data headlines. #BioTech #Pharma #Investing"  
[X Link](https://x.com/biomednexus/status/2000607460739170722)  2025-12-15T16:42Z [--] followers, [---] engagements


"Volatile Catalyst Alert: Aldeyra ($ALDX) PDUFA is Tuesday. This is a pure binary event with 30% implied volatility. The core issue isn't safety; it's the FDA's acceptance of "rapid onset" symptom relief data after a previous rejection"  
[X Link](https://x.com/biomednexus/status/2000607733616374172)  2025-12-15T16:43Z [--] followers, [---] engagements


"BINARY SHIFT: Aldeyra ($ADEY) PDUFA Extended. The FDA requested the full Clinical Study Report (CSR) for reproxalap pushing the PDUFA date to March [--] [----]. This eliminates the near-term binary catalyst"  
[X Link](https://x.com/biomednexus/status/2001057657315053654)  2025-12-16T22:31Z [--] followers, [--] engagements


"THE COMMERCIAL REALITY: $ADEY sold off -12.1%. This valuation haircut reflects the market's preference for rapid resolution over prolonged uncertainty. The request while not a denial increases the perceived risk premium on a resubmission"  
[X Link](https://x.com/biomednexus/status/2001057659014017346)  2025-12-16T22:31Z [--] followers, [--] engagements


"OUTLOOK: The focus now shifts to Q1 [----]. Investors must reassess the probability of approval vs. a potential second CRL under this extended scrutiny. #Biotech #RegulatoryRisk #PDUFA"  
[X Link](https://x.com/biomednexus/status/2001057661899694382)  2025-12-16T22:31Z [--] followers, [--] engagements


"Read full article: https://biomednexus.com/aldeyra-pdufa-delay-immunome-desmoid-jj-prv-sobi-arthrosi-15b-sanofi-ms-fail/ https://biomednexus.com/aldeyra-pdufa-delay-immunome-desmoid-jj-prv-sobi-arthrosi-15b-sanofi-ms-fail/"  
[X Link](https://x.com/biomednexus/status/2001057663703245025)  2025-12-16T22:31Z [--] followers, [--] engagements


"The Signal: The market is efficiently sorting assets. You either have late-stage data (Worth Billions) or you have residual IP (Worth Liquidation Value). There is no middle ground. #Biotech #MandA #XOMA"  
[X Link](https://x.com/biomednexus/status/2001361940539675099)  2025-12-17T18:40Z [--] followers, [--] engagements


"The Trade: The March date kills the Q1 trade. With no catalyst for [--] months institutional money rotates out. This is the definition of "Dead Money.""  
[X Link](https://x.com/biomednexus/status/2001362549351371063)  2025-12-17T18:43Z [--] followers, [--] engagements


"Risk Profile: After a previous CRL a delay is rarely just "administrative." It signals friction. The risk of a second rejection just went up significantly. #Aldeyra #FDA #BiotechRisk"  
[X Link](https://x.com/biomednexus/status/2001362551322611752)  2025-12-17T18:43Z [--] followers, [--] engagements


"LEGISLATION PASSED: Senate passes BIOSECURE Act. Immediate ban on new contracts with Chinese CDMOs (WuXi BGI). Grandfather clause runs to [----]. The clock has started on the industry's supply chain decoupling. https://biomednexus.com/biosecure-passes-adc-hold-athira-phoenix-pivot-china-decoupling-cdmo-winners/ https://biomednexus.com/biosecure-passes-adc-hold-athira-phoenix-pivot-china-decoupling-cdmo-winners/"  
[X Link](https://x.com/biomednexus/status/2002103807237632304)  2025-12-19T19:48Z [--] followers, [---] engagements


"CLINICAL HOLD: FDA pauses Daiichi/Merck's I-DXd Phase [--] in small cell lung cancer. The cause: Unexpected patient deaths related to toxicity (ILD). https://biomednexus.com/biosecure-passes-adc-hold-athira-phoenix-pivot-china-decoupling-cdmo-winners/ https://biomednexus.com/biosecure-passes-adc-hold-athira-phoenix-pivot-china-decoupling-cdmo-winners/"  
[X Link](https://x.com/biomednexus/status/2002104219831283789)  2025-12-19T19:50Z [--] followers, [---] engagements


"The Asset: Lasofoxifene (Phase [--] ready) targets ESR1 mutations. A defined patient population with clear endpoints. Much lower risk than CNS discovery"  
[X Link](https://x.com/biomednexus/status/2002148326561702330)  2025-12-19T22:45Z [--] followers, [--] engagements


"Lesson: Distressed biotechs shouldn't just liquidate. If you have cash you can buy a new future. This is "Corporate Survival 101." #Biotech #Investing #Athira"  
[X Link](https://x.com/biomednexus/status/2002148328319111337)  2025-12-19T22:45Z [--] followers, [--] engagements


"1/4 VALIDATION RALLY: $XBI breaks out +1.8% to $106.12. The market voted on the weekend's "Trifecta": 1) $CYTK Approval 2) $BMRN M&A 3) TrumpRx Accord. The Bull Case for [----] is confirmed. Read the full analysis: #Biotech #FinTwit https://biomednexus.com/the-2025-finale-validation-rally-confirms-bull-case-into-new-year/ https://biomednexus.com/the-2025-finale-validation-rally-confirms-bull-case-into-new-year/"  
[X Link](https://x.com/biomednexus/status/2003536277711507517)  2025-12-23T18:40Z [--] followers, [---] engagements


"2/4 The Signal: The breakout above $106 technical resistance signals that "Policy Clarity" (tariff exemptions) outweighs "Pricing Concessions." The supply chain overhang that compressed $IBB multiples is gone"  
[X Link](https://x.com/biomednexus/status/2003536279682822149)  2025-12-23T18:40Z [--] followers, [--] engagements


"1/4 M&A VERDICT: $BMRN buys $FOLD for $4.8B. Stock rallies +5%. Why Because "Synergy" is the new "Alpha." Full deal analysis: #RareDisease #M_A https://biomednexus.com/the-2025-finale-validation-rally-confirms-bull-case-into-new-year/ https://biomednexus.com/the-2025-finale-validation-rally-confirms-bull-case-into-new-year/"  
[X Link](https://x.com/biomednexus/status/2003536975983427794)  2025-12-23T18:43Z [--] followers, [---] engagements


"2/4 The Math: Buying Amicus adds $400M+ in immediate revenue. The 12x multiple is justified by $150-200M in cost cuts (overlapping sales reps & manufacturing)"  
[X Link](https://x.com/biomednexus/status/2003536977577292036)  2025-12-23T18:43Z [--] followers, [--] engagements


"3/4 Commercial Reality: Investors are tired of funding R&D burns. They want "Accretion." $BMRN showed that consolidating rare disease franchises creates immediate margin expansion"  
[X Link](https://x.com/biomednexus/status/2003536978969788876)  2025-12-23T18:43Z [--] followers, [--] engagements


"1/4 DUOPOLY BATTLE: $CYTK +12% on sustained approval momentum. Myqorzo officially enters the $3B #HCM market vs $BMY Camzyos. The commercial breakdown: #Biotech https://biomednexus.com/the-2025-finale-validation-rally-confirms-bull-case-into-new-year/#CardioTwitter https://biomednexus.com/the-2025-finale-validation-rally-confirms-bull-case-into-new-year/#CardioTwitter"  
[X Link](https://x.com/biomednexus/status/2003537201372758473)  2025-12-23T18:44Z [--] followers, [---] engagements


"Front 1: The Oral Pill. 30-40% of patients refuse needles. This is the "Unclaimed Territory." $VKTX (Viking) and Structure are racing to prove oral bioavailability matches injectable efficacy. If they hit they unlock a new TAM"  
[X Link](https://x.com/biomednexus/status/2006060019335454759)  2025-12-30T17:49Z [--] followers, [---] engagements


"Front 2: Muscle Sparing. Losing 25% lean mass is a clinical risk (sarcopenia). $REGN and $LLY (via Versanis) are pivoting to "Anti-Catabolic" combos. Future pricing power belongs to drugs that spare muscle"  
[X Link](https://x.com/biomednexus/status/2006060021180948561)  2025-12-30T17:49Z [--] followers, [--] engagements


"Front 3: Frequency. Weekly injections are a burden. $AMGN (MariTide) is targeting monthly/quarterly dosing. In a chronic market "Compliance" is a commercial moat"  
[X Link](https://x.com/biomednexus/status/2006060023001092198)  2025-12-30T17:49Z [--] followers, [--] engagements


"BINARY CATALYST: $VKTX Phase 2b data (March 2026) is the definitive event for the Oral GLP-1 thesis. Analysis: #Biotech #Investing https://biomednexus.com/the-obesity-wars-2026-2030-landscape-duopoly-under-siege/ https://biomednexus.com/the-obesity-wars-2026-2030-landscape-duopoly-under-siege/"  
[X Link](https://x.com/biomednexus/status/2006060363360706875)  2025-12-30T17:50Z [--] followers, [---] engagements


"The Setup: The market prices $VKTX ($7B) as an option on the "Oral Convenience Premium." If VK2735 shows 15%+ weight loss with tolerable GI capability it becomes the prime M&A target for every pharma that missed the first wave (**$PFE** $MRK $AZN)"  
[X Link](https://x.com/biomednexus/status/2006060365306814939)  2025-12-30T17:50Z [--] followers, [---] engagements


"The Risk: Oral peptides are notoriously difficult. Bioavailability and GI toxicity (nausea/vomiting) are the killers. A miss here sends the stock to $30. A hit sends it to $100+"  
[X Link](https://x.com/biomednexus/status/2006060367282151436)  2025-12-30T17:50Z [--] followers, [--] engagements


"Verdict: This is the highest-conviction "Challenger Alpha" in the sector. But position sizing must respect the binary nature of Phase 2b data"  
[X Link](https://x.com/biomednexus/status/2006060369064910985)  2025-12-30T17:50Z [--] followers, [--] engagements


"DUOPOLY DEFENSE: Why are we still overweight $LLY and $NVO despite the competition Answer: Manufacturing Scale. Read more: https://biomednexus.com/the-obesity-wars-2026-2030-landscape-duopoly-under-siege/ https://biomednexus.com/the-obesity-wars-2026-2030-landscape-duopoly-under-siege/"  
[X Link](https://x.com/biomednexus/status/2006060634786640346)  2025-12-30T17:51Z [--] followers, [--] engagements


"The Moat: $NVO and $LLY have spent $10B+ expanding sterile fill-finish capacity. A competitor might have a better molecule but they cannot match the volume required to serve a 100M+ patient TAM for 5-7 years"  
[X Link](https://x.com/biomednexus/status/2006060636497928655)  2025-12-30T17:51Z [--] followers, [--] engagements


"JPM KICKOFF: The 44th J.P. Morgan Healthcare Conference starts Monday. The "Vibe Shift" is palpable. Investors are trading "Platform Dreams" for "P&L Reality." Full Preview: #JPM26 #Biotech https://biomednexus.com/2026-kickoff-the-holiday-winners-losers-jpm-conference-preview/ https://biomednexus.com/2026-kickoff-the-holiday-winners-losers-jpm-conference-preview/"  
[X Link](https://x.com/biomednexus/status/2007144569729937578)  2026-01-02T17:38Z [--] followers, [--] engagements


"The Theme: "Guidance Integrity." After the [----] reset the market will punish any CEO who guides for growth without a fully funded [----] balance sheet. Cash runway is the primary metric this week"  
[X Link](https://x.com/biomednexus/status/2007144571764101624)  2026-01-02T17:38Z [--] followers, [--] engagements


"The M&A Setup: With "TrumpRx" policy clarity (tariff exemptions) the M&A freeze is thawing. Expect activity in #Oncology and #Immunologyspecifically "Bolt-On" deals $5B to plug patent cliffs"  
[X Link](https://x.com/biomednexus/status/2007144573622264319)  2026-01-02T17:38Z [--] followers, [--] engagements


"Strategy: Fade the "Sunday Night Hype." Buy the "Tuesday Morning Execution." The real winners of JPM are revealed in the breakout sessions not the plenary keynotes"  
[X Link](https://x.com/biomednexus/status/2007144575425753436)  2026-01-02T17:38Z [--] followers, [--] engagements


"HOLIDAY RECAP: The "Holiday Freeze" is over. The verdict Liquidity gaps are dangerous. The binary outcomes for $OMER and $CORT proved that trading PDUFAs on thin volume is high-risk gambling not investing. Analysis: https://biomednexus.com/2026-kickoff-the-holiday-winners-losers-jpm-conference-preview/ https://biomednexus.com/2026-kickoff-the-holiday-winners-losers-jpm-conference-preview/"  
[X Link](https://x.com/biomednexus/status/2007144768120529042)  2026-01-02T17:39Z [--] followers, [---] engagements


"The Winners: Assets with Commercial Scarcity. The bid remained strong for late-stage differentiated assets (Oral GLP-1s Rare Disease) despite the broader market lull"  
[X Link](https://x.com/biomednexus/status/2007144770003710215)  2026-01-02T17:39Z [--] followers, [--] engagements


"The Losers: "Zombie Platforms." Companies that used the holiday window to bury bad news or financing delays were punished severely. The market has zero tolerance for opacity in 2026"  
[X Link](https://x.com/biomednexus/status/2007144771731743199)  2026-01-02T17:39Z [--] followers, [--] engagements


"MACRO VIEW: We enter [----] with something rare: Policy Clarity. The "TrumpRx" accord (3-year tariff exemption) has removed the biggest tail-risk for Large Cap Pharma ( $LLY $MRK $AMGN ). Read more: https://biomednexus.com/2026-kickoff-the-holiday-winners-losers-jpm-conference-preview/ https://biomednexus.com/2026-kickoff-the-holiday-winners-losers-jpm-conference-preview/"  
[X Link](https://x.com/biomednexus/status/2007146220444340267)  2026-01-02T17:45Z [--] followers, [--] engagements


"PM SHADOW WEEK: The real alpha happens before the keynote. The window to accumulate is Jan 5-11. We have identified [--] stocks positioned for "Shadow Week" leaks and pre-conference catalysts. Full list: #Biotech #JPMHC26 https://biomednexus.com/jpm-2026-biotech-stocks-to-buy-cytokinetics-viking-gilead/ https://biomednexus.com/jpm-2026-biotech-stocks-to-buy-cytokinetics-viking-gilead/"  
[X Link](https://x.com/biomednexus/status/2008252600395985386)  2026-01-05T19:01Z [--] followers, [---] engagements


"The Logic: T-cell engagers are the next-gen bispecifics. $GILD has the cash and the desperation. A $3-5B premium is justified for differentiated late-stage assets"  
[X Link](https://x.com/biomednexus/status/2008252915451130329)  2026-01-05T19:03Z [--] followers, [--] engagements


"Trade Setup: Long $GILD offers free M&A optionality with a dividend floor. Its the safest large-cap bet of the week"  
[X Link](https://x.com/biomednexus/status/2008252919557349497)  2026-01-05T19:03Z [--] followers, [--] engagements


"BINARY SETUP: $VKTX (Viking Therapeutics) is our #1 ranked stock for JPM Volatility (Impact Score: 9.8/10). Catalyst: Phase [--] Oral Obesity trial design reveal. Deep Dive: https://biomednexus.com/jpm-2026-biotech-stocks-to-buy-cytokinetics-viking-gilead/ https://biomednexus.com/jpm-2026-biotech-stocks-to-buy-cytokinetics-viking-gilead/"  
[X Link](https://x.com/biomednexus/status/2008253126302970206)  2026-01-05T19:03Z [--] followers, [----] engagements


"The Bull Case ($120+): If the Phase [--] design shows ambition (15-20% weight loss power) and clean safety $VKTX becomes the only independent oral GLP-1 player left. M&A bidding war ensues"  
[X Link](https://x.com/biomednexus/status/2008253130480427245)  2026-01-05T19:03Z [--] followers, [----] engagements


"DEAL ALERT: $SNY buys $DVAX for $2.2B ($15.50/share). This is the first "Shadow Week" domino. The Thesis: "Bolt-On" M&A is back. Sanofi isn't betting the farm; they are buying cash flow (Heplisav-B) and optionality (Shingles). Analysis: https://biomednexus.com/sanofi-dynavax-22b-acquisition-omeros-winner-corcept-loser-jpm-2026/ https://biomednexus.com/sanofi-dynavax-22b-acquisition-omeros-winner-corcept-loser-jpm-2026/"  
[X Link](https://x.com/biomednexus/status/2008589731853201449)  2026-01-06T17:21Z [--] followers, [---] engagements


"REGULATORY DIVERGENCE: A tale of two tickers. $OMER (+55%) 🚀 $CORT (-38%) 📉 The market voted violently on the FDA outcomes yesterday. Full breakdown: https://biomednexus.com/sanofi-dynavax-22b-acquisition-omeros-winner-corcept-loser-jpm-2026/ https://biomednexus.com/sanofi-dynavax-22b-acquisition-omeros-winner-corcept-loser-jpm-2026/"  
[X Link](https://x.com/biomednexus/status/2008590627026727377)  2026-01-06T17:24Z [--] followers, [---] engagements


"The Winner: $OMER gets Yartemlea approved. First therapy for TA-TMA. This is a "Blue Ocean" launch. No competition. Pricing power is massive ($200k+)"  
[X Link](https://x.com/biomednexus/status/2008590629404921948)  2026-01-06T17:24Z [--] followers, [---] engagements


"The Loser: $CORT gets a CRL. The "Moat" is breached. Generic Korlym can now attack the franchise without relacorilant as a defense. The "Monopoly Premium" evaporated overnight"  
[X Link](https://x.com/biomednexus/status/2008590630998733252)  2026-01-06T17:24Z [--] followers, [---] engagements


"POLICY UPDATE: $ABBV pledges $100B to U.S. manufacturing. The Return: A 3-year tariff exemption and pricing stability. Domestic CapEx is now a strategic currency. Read more - https://biomednexus.com/jpm-day-2-obesitys-volume-vs-value-moment-lillys-access-strategy-and-abbvies-100b-manufacturing-pledge/ https://biomednexus.com/jpm-day-2-obesitys-volume-vs-value-moment-lillys-access-strategy-and-abbvies-100b-manufacturing-pledge/"  
[X Link](https://x.com/biomednexus/status/2011486270749278309)  2026-01-14T17:11Z [--] followers, [---] engagements


"The Signal: The Trump administration is using "Market Access" as leverage for "Reshoring." Companies like $AZN and $JNJ have already moved; $PFE and others are now on the clock"  
[X Link](https://x.com/biomednexus/status/2011486274083754128)  2026-01-14T17:11Z [--] followers, [--] engagements


"The Impact: This creates a two-tier market. "Domestic Compliant" firms get regulatory fast lanes; "Import Dependent" firms face margin compression via tariffs"  
[X Link](https://x.com/biomednexus/status/2011486276201922661)  2026-01-14T17:11Z [--] followers, [--] engagements


"COMMERCIAL DISRUPTION: $LLY confirms $149 pricing for orforglipron. The Key: Its available via LillyDirect. This bypasses the PBM rebate game. Its a direct shot at the middlemen"  
[X Link](https://x.com/biomednexus/status/2011486836712227072)  2026-01-14T17:13Z [--] followers, [--] engagements


"The "Risk-On" Zones: Obesity Next-Gen IO (TCEs) and AI-Native Rare Disease. These verticals are seeing robust high-valuation capital deployment"  
[X Link](https://x.com/biomednexus/status/2014746342787326221)  2026-01-23T17:05Z [--] followers, [--] engagements


"DEAL STRUCTURE: The [----] BD playbook is officially a "Barbell Market." Our analysis of the GSK ($2.2B) and BMS ($850M) deals reveals the new rules of engagement. 🧵 Full breakdown: https://biomednexus.com/biopharma-deal-structures-clinical-ai-weekly-outlook-january-2026/ https://biomednexus.com/biopharma-deal-structures-clinical-ai-weekly-outlook-january-2026/"  
[X Link](https://x.com/biomednexus/status/2015824548776792453)  2026-01-26T16:29Z [--] followers, [--] engagements


"The Shift: Health systems are moving to "Workflow Consolidators." They want one regulated interface that covers the entire acute abdomen not just appendicitis"  
[X Link](https://x.com/biomednexus/status/2015825393446764995)  2026-01-26T16:33Z [--] followers, [--] engagements


"The Alpha: Value is migrating from "Detection Accuracy" (commoditized) to "Workflow Integration" (scarce). If your AI doesn't fit into the enterprise stack it doesn't get bought in 2026"  
[X Link](https://x.com/biomednexus/status/2015825395363479726)  2026-01-26T16:33Z [--] followers, [--] engagements


"WEEKLY OUTLOOK: Deal structure AI workflows and Payer Friction. Three signals driving the sector this week: 🧵 Get the full institutional briefing: https://biomednexus.com/biopharma-deal-structures-clinical-ai-weekly-outlook-january-2026/ https://biomednexus.com/biopharma-deal-structures-clinical-ai-weekly-outlook-january-2026/"  
[X Link](https://x.com/biomednexus/status/2015825776076362060)  2026-01-26T16:34Z [--] followers, [---] engagements


"1. Earnings: UnitedHealth ($UNH) on Tuesday. Focus: Medical Cost Ratio (MCR). It hit 89.9% in Q3. The market needs to see cost stabilization"  
[X Link](https://x.com/biomednexus/status/2015825777779237104)  2026-01-26T16:34Z [--] followers, [--] engagements


"BioMed Nexus Pro isnt about more content. Its about earlier clarity. Where risk is moving. Which companies are in motion. What actually matters next"  
[X Link](https://x.com/biomednexus/status/2015828696326971855)  2026-01-26T16:46Z [--] followers, [--] engagements


"Pro frames near-term catalysts as risk events not calendar items adjusting outlook before consensus forms"  
[X Link](https://x.com/biomednexus/status/2015828698285625668)  2026-01-26T16:46Z [--] followers, [--] engagements


"And it translates complex clinical data into plain-English implications for strategy BD and commercialization"  
[X Link](https://x.com/biomednexus/status/2015828702001791171)  2026-01-26T16:46Z [--] followers, [--] engagements


"For teams that operate on signal not noise. https://updates.biomednexus.com/upgrade https://updates.biomednexus.com/upgrade"  
[X Link](https://x.com/biomednexus/status/2015828703952118028)  2026-01-26T16:46Z [--] followers, [--] engagements


"The Metric: Medical Cost Ratio (MCR). It's up from 82% (2022) to 90% (2025)"  
[X Link](https://x.com/biomednexus/status/2016186663136067831)  2026-01-27T16:28Z [--] followers, [--] engagements


"The Question: Is this seasonal flu/respiratory noise or a structural increase in utilization"  
[X Link](https://x.com/biomednexus/status/2016186664725688589)  2026-01-27T16:28Z [--] followers, [--] engagements


"The Growth Plays ($VKTX $CYTK): $VKTX (Score 9.8/10): Phase [--] Oral Obesity design reveal. If credible stock re-rates to M&A target status. $CYTK: Post-approval commercial update. Prime buyout candidate"  
[X Link](https://x.com/biomednexus/status/2008252605198463444)  2026-01-05T19:01Z [--] followers, [---] engagements


"The Value/Safety Plays ($GILD $ASND): $GILD: 3.8% Yield + M&A optionality (Oncology). Safe harbor. $ASND: Skytrofa growth is accelerating. Undervalued launch trajectory"  
[X Link](https://x.com/biomednexus/status/2008252609153708112)  2026-01-05T19:01Z [--] followers, [---] engagements


"The Asset: Heplisav-B is the only 2-dose Hep B vaccine. $SNY can plug this into their massive primary care sales force immediately. The synergy is operational not just clinical"  
[X Link](https://x.com/biomednexus/status/2008589734365589578)  2026-01-06T17:21Z [--] followers, [--] engagements


"The Pipeline: The Z-1018 Shingles asset is the lottery ticket. If it challenges $GSK's Shingrix the deal is a steal. If it fails the Hep B revenue still justifies the price"  
[X Link](https://x.com/biomednexus/status/2008589736013975626)  2026-01-06T17:21Z [--] followers, [--] engagements


"EARNINGS WATCH: $UNH reports pre-market today. This is the macro anchor for [----] healthcare. 🧵"  
[X Link](https://x.com/biomednexus/status/2016186660640493909)  2026-01-27T16:28Z [--] followers, [---] engagements


"The Impact: If you are running a myeloma trial without rigorous MRD endpoints you have a problem. The FDA is raising the bar to clear out "marginal" therapies"  
[X Link](https://x.com/biomednexus/status/2016188451364979156)  2026-01-27T16:36Z [--] followers, [--] engagements


"Strategic Takeaway: Capital will flow to assets that show deep durable responses. Shallow responders are uninvestable under these rules. Full guidance breakdown: https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/ https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/"  
[X Link](https://x.com/biomednexus/status/2016188453311152562)  2026-01-27T16:36Z [--] followers, [--] engagements


"Full breakdown: 🧵 https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/ https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/"  
[X Link](https://x.com/biomednexus/status/2016577820051509332)  2026-01-28T18:23Z [--] followers, [--] engagements


"REGULATORY UPDATE: Intellia ( $NTLA ) cleared a major hurdle. FDA lifted the hold on MAGNITUDE-2 (ATTRv-PN). 🧵"  
[X Link](https://x.com/biomednexus/status/2016578225292661038)  2026-01-28T18:24Z [--] followers, [---] engagements


"The Nuance: Polyneuropathy: Hold LIFTED. Cardiomyopathy: Hold REMAINS. Implication for $CRSP and $BEAM: The regulatory path for in-vivo editing is open but the safety bar is higher. The "Safety Overhang" is now a management issue not a hard stop"  
[X Link](https://x.com/biomednexus/status/2016578227352064251)  2026-01-28T18:24Z [--] followers, [--] engagements


"Read the protocol details: https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/ https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/"  
[X Link](https://x.com/biomednexus/status/2016578229084250195)  2026-01-28T18:24Z [--] followers, [--] engagements


"A coordinated assault on the "Middleman Model" is underway. The Pincer Move: Left Flank: CMS starves MA rates (0.09%). Right Flank: HHS/OIG protects Manufacturer-Direct models"  
[X Link](https://x.com/biomednexus/status/2016578495724605816)  2026-01-28T18:25Z [--] followers, [--] engagements


"The Result: Payers ( $UNH ) lose margin. PBMs ( $CVS ) lose leverage. The shift from "Arbitrage" to "Utility" is forced by policy. How does this change your payer outlook for 2026"  
[X Link](https://x.com/biomednexus/status/2016578498299928845)  2026-01-28T18:25Z [--] followers, [--] engagements


"Read the context: 🧵 https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/ https://biomednexus.com/unitedhealth-crash-medicare-advantage-intellia-hold-lifted-january-2026/"  
[X Link](https://x.com/biomednexus/status/2016578551093612799)  2026-01-28T18:26Z [--] followers, [--] engagements


"Full financing details: https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/ https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/"  
[X Link](https://x.com/biomednexus/status/2016978876703134177)  2026-01-29T20:56Z [--] followers, [--] engagements


"Read the safety analysis: https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/ https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/"  
[X Link](https://x.com/biomednexus/status/2016979942832296215)  2026-01-29T21:01Z [--] followers, [--] engagements


"DATA BREAKOUT: Skyhawk Therapeutics is changing the Huntington's landscape. SKY-0515 (Oral RNA Splicer) 9-Month Data: mHTT Reduction: 62% (Best-in-Class) Functional Score: +0.64 improvement (vs [-----] expected decline). 🧵"  
[X Link](https://x.com/biomednexus/status/2016980140409180276)  2026-01-29T21:01Z [--] followers, [---] engagements


"The Contrast: Gene therapies are struggling with delivery and safety (see $RGNX). Meanwhile oral small molecules are hitting the target with simple dosing"  
[X Link](https://x.com/biomednexus/status/2016980142271430791)  2026-01-29T21:01Z [--] followers, [--] engagements


"The Strategy: Formation Bio is executing the "AI-Native" playbook: [--]. Buy validated assets. [--]. Run them through a tech-optimized engine. [--]. Compress the "Time-to-Clinic.""  
[X Link](https://x.com/biomednexus/status/2017307523536326882)  2026-01-30T18:42Z [--] followers, [--] engagements


"The Signal: Capital is flowing to "Process Innovation" as much as "Molecule Innovation." Speed is the new alpha"  
[X Link](https://x.com/biomednexus/status/2017307525025280208)  2026-01-30T18:42Z [--] followers, [--] engagements


"November [--] [----] (PDUFA) is now a circle-the-date catalyst for Oncology investors"  
[X Link](https://x.com/biomednexus/status/2017307717946511803)  2026-01-30T18:43Z [--] followers, [--] engagements


"Full breakdown: https://biomednexus.com/friday-brief-the-preventive-medicine-shift-grail-pma-formation-bio-500m-summit-bla-accepted/ https://biomednexus.com/friday-brief-the-preventive-medicine-shift-grail-pma-formation-bio-500m-summit-bla-accepted/"  
[X Link](https://x.com/biomednexus/status/2017307719490015451)  2026-01-30T18:43Z [--] followers, [--] engagements


"The Impact: We estimate 50-60% of the industry has exposure to WuXi. The "Grandfather Clause" prevents immediate shortages but the new business ban forces a hard rotation for all [----] pipeline assets"  
[X Link](https://x.com/biomednexus/status/2002103809053757520)  2025-12-19T19:48Z [--] followers, [--] engagements


"The Winners: Capital flows to stability. Catalent ($CTLT) Lonza and Samsung Biologics. Expect capacity crunches and pricing power to shift back to Western manufacturers"  
[X Link](https://x.com/biomednexus/status/2002103810693738653)  2025-12-19T19:48Z [--] followers, [--] engagements


"GENE THERAPY UPDATE: $SRPT releases 3-year EMBARK data for Elevidys. The Headline: 73% reduction in time-to-rise decline vs. external controls. 🧵 https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/ https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/"  
[X Link](https://x.com/biomednexus/status/2016186011605414138)  2026-01-27T16:26Z [--] followers, [---] engagements


"The Signal: Durability is the new currency. In [----] you don't get paid for the mechanism; you get paid for the multi-year separation from disease trajectory"  
[X Link](https://x.com/biomednexus/status/2016186016047210917)  2026-01-27T16:26Z [--] followers, [--] engagements


"Safety Check: No new safety signals. This is critical after the [----] liver injury scares. $SRPT is stabilizing the franchise. Full readout analysis: https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/ https://biomednexus.com/sarepta-elevidys-3-year-data-unh-earnings-fda-mrd-guidance-january-2026/"  
[X Link](https://x.com/biomednexus/status/2016186017695621522)  2026-01-27T16:26Z [--] followers, [---] engagements


"3) Costs: MCR hit 88.9%. This is a structural repricing. $HUM $CVS and $ELV all dragged down"  
[X Link](https://x.com/biomednexus/status/2016577818378064082)  2026-01-28T18:23Z [--] followers, [---] engagements


"CAPITAL ALLOCATION: The Smart Money is moving from "Biology" to "Factory." Cellares raises $257M Series D led by BlackRock. 🧵"  
[X Link](https://x.com/biomednexus/status/2016978871414116674)  2026-01-29T20:56Z [--] followers, [--] engagements


"The Implication: This reignites the "Insertional Mutagenesis" fear for AAV. FDA extended the hold to a different asset (RGX-121) citing "shared risk.""  
[X Link](https://x.com/biomednexus/status/2016979939770372176)  2026-01-29T21:01Z [--] followers, [--] engagements


"The Takeaway: Don't overcomplicate delivery if small molecules can do the job. The "RNA Splicing" modality is proving its commercial value"  
[X Link](https://x.com/biomednexus/status/2016980143802372511)  2026-01-29T21:01Z [--] followers, [--] engagements


"MACRO SHIFT: GRAIL submits PMA for Galleri. The "Liquid Biopsy" era is officially at the FDA's door. The Data: Backed by 140k participants (NHS-Galleri) + PATHFINDER [--]. 🧵"  
[X Link](https://x.com/biomednexus/status/2017307257432875283)  2026-01-30T18:41Z [--] followers, [---] engagements


"REGULATORY UPDATE: FDA accepts BLA for Summit's Ivonescimab. The Drug: PD-1 x VEGF Bispecific. The Indication: EGFR-mutated NSCLC (post-TKI). 🧵"  
[X Link](https://x.com/biomednexus/status/2017307714523967621)  2026-01-30T18:43Z [--] followers, [---] engagements


"The Pivot: The market is shifting from "How much weight can you lose" to "How easily can you stay on therapy" Weekly injections have high dropout rates. Monthly dosing is the new commercial holy grail"  
[X Link](https://x.com/biomednexus/status/2018463732880589219)  2026-02-02T23:17Z [--] followers, [--] engagements


"The Stakes: $AZN pays $1.2B upfront to skip the "Weekly" war and jump straight to the "Monthly" war. This puts pressure on $LLY and $NVO to accelerate their own long-acting formulations"  
[X Link](https://x.com/biomednexus/status/2018463734319190199)  2026-02-02T23:17Z [--] followers, [---] engagements


"STRATEGY UPDATE: @Amgen returns rocatinlimab rights to @KyowaKirin_US . The Twist: The Phase [--] data was POSITIVE. Why exit Commercial realism. 🧵"  
[X Link](https://x.com/biomednexus/status/2018464287577325673)  2026-02-02T23:19Z [--] followers, [--] engagements


"CLINICAL READOUT: Sanofi's Venglustat (Oral SRT) splits the difference. Two Phase 3s Two Outcomes. 🧵"  
[X Link](https://x.com/biomednexus/status/2018746288700043274)  2026-02-03T17:59Z [--] followers, [--] engagements


"The LOSS (Fabry Disease): Failed primary pain endpoint (PERIDOT trial). Fabry remains a tough nut to crack for new modalities"  
[X Link](https://x.com/biomednexus/status/2018746291980025857)  2026-02-03T17:59Z [--] followers, [--] engagements


"The Takeaway: Sanofi keeps the "Neuro-Gaucher" franchise opportunity but loses the broader Fabry expansion for now"  
[X Link](https://x.com/biomednexus/status/2018746293682917412)  2026-02-03T17:59Z [--] followers, [--] engagements


"Read the data specifics: https://biomednexus.com/daily-update-fda-precheck-sanofi-venglustat-feb-3-2026/ https://biomednexus.com/daily-update-fda-precheck-sanofi-venglustat-feb-3-2026/"  
[X Link](https://x.com/biomednexus/status/2018746295457063212)  2026-02-03T17:59Z [--] followers, [--] engagements


"The Setup: Refractory mCRC is a graveyard for many drugs but "Zanza" showed OS improvement vs Stivarga. This targets a distinct $400M market wedge"  
[X Link](https://x.com/biomednexus/status/2018746469206081630)  2026-02-03T18:00Z [--] followers, [--] engagements


"The Thesis: Investors want to see EXEL move beyond Cabometyx. This filing is the proof-of-concept for their "Next-Gen TKI" platform. If approved it validates the diversification strategy"  
[X Link](https://x.com/biomednexus/status/2018746470946738393)  2026-02-03T18:00Z [--] followers, [--] engagements


"Full pipeline analysis: https://biomednexus.com/daily-update-fda-precheck-sanofi-venglustat-feb-3-2026/ https://biomednexus.com/daily-update-fda-precheck-sanofi-venglustat-feb-3-2026/"  
[X Link](https://x.com/biomednexus/status/2018746472662171754)  2026-02-03T18:00Z [--] followers, [--] engagements


"POLICY UPDATE: President Trump signed the $1.2T spending package. Here are the [--] things Biotech BD teams care about: 🧵"  
[X Link](https://x.com/biomednexus/status/2019518550042632344)  2026-02-05T21:08Z [--] followers, [---] engagements


"PIPELINE MOVES: A tale of two modalities yesterday"  
[X Link](https://x.com/biomednexus/status/2019518765378204097)  2026-02-05T21:09Z [--] followers, [---] engagements


"📉 **The Miss:** Eli Lilly exits FTD-GRN gene therapy (Prevail assets). "Lack of efficacy." The Blood-Brain Barrier remains the undefeated champion in AAV gene therapy"  
[X Link](https://x.com/biomednexus/status/2019518767668326470)  2026-02-05T21:09Z [--] followers, [--] engagements


"GENE THERAPY UPDATE: REGENXBIO ( $RGNX ) hit with a CRL for Hunter Syndrome. The Asset: RGX-121. The Reason: Trial Design. FDA rejected Natural History controls. FDA questioned the surrogate endpoint (CSF heparan sulfate)"  
[X Link](https://x.com/biomednexus/status/2021643910905573804)  2026-02-11T17:54Z [--] followers, [---] engagements


"C-SUITE SHAKEUP: CSL CEO Paul McKenzie out immediately. Timing: [--] Day before Earnings. Replacement: Gordon Naylor (Interim) ex-Seqirus head"  
[X Link](https://x.com/anyuser/status/2021644219425992952)  2026-02-11T17:55Z [--] followers, [---] engagements


"PHOENIX PIVOT: Athira Pharma ($ATHA) +73%. The catalyst: Licensing Sermonix's Phase [--] breast cancer asset for $90M. Pivot from Alzheimer's - Oncology. https://biomednexus.com/biosecure-passes-adc-hold-athira-phoenix-pivot-china-decoupling-cdmo-winners/ https://biomednexus.com/biosecure-passes-adc-hold-athira-phoenix-pivot-china-decoupling-cdmo-winners/"  
[X Link](https://x.com/biomednexus/status/2002148322661015939)  2025-12-19T22:45Z [--] followers, [---] engagements


"M&A WATCH: $GILD rumors are heating up ahead of JPM. Target Area: T-Cell Engagers. Possible Targets: $MRUS (Merus) or $CGEM (Cullinan). Why Gilead needs to fill the oncology pipeline gap post-Trodelvy. Analysis: https://biomednexus.com/jpm-2026-biotech-stocks-to-buy-cytokinetics-viking-gilead/ https://biomednexus.com/jpm-2026-biotech-stocks-to-buy-cytokinetics-viking-gilead/"  
[X Link](https://x.com/biomednexus/status/2008252906202681575)  2026-01-05T19:02Z [--] followers, [---] engagements


"The Leak: $MRUS +4.5% and heavy call buying in $CGEM late Friday suggests institutional positioning is already active. This is the classic "Shadow Week" dynamic"  
[X Link](https://x.com/biomednexus/status/2008252910594097574)  2026-01-05T19:03Z [--] followers, [---] engagements


"BUY LIST UPDATE: We are making a change to the JPM Top [--]. OUT: $RYTM (Rhythm) IN: $XENE (Xenon) Why M&A Optionality. Updated List: https://biomednexus.com/sanofi-dynavax-22b-acquisition-omeros-winner-corcept-loser-jpm-2026/ https://biomednexus.com/sanofi-dynavax-22b-acquisition-omeros-winner-corcept-loser-jpm-2026/"  
[X Link](https://x.com/biomednexus/status/2008591027033305325)  2026-01-06T17:26Z [--] followers, [---] engagements


"The Thesis: $XENE targets the $5-10B epilepsy market. $SNY just proved that Big Pharma wants "Bolt-On" assets. Xenon is the prime target for Neurology portfolios ( $PFE $JNJ )"  
[X Link](https://x.com/biomednexus/status/2008591029281452481)  2026-01-06T17:26Z [--] followers, [---] engagements


"Cautionary Tale: $ZBIO (Zenas) hit its Phase [--] endpoint but sold off. Why "Sell the News." Good data isn't enough in 2026; you need a commercial path or a buyout"  
[X Link](https://x.com/biomednexus/status/2008591030954901771)  2026-01-06T17:26Z [--] followers, [--] engagements


"Strategy: We are accumulating $XENE in the $35-45 range targeting a JPM catalyst or M&A premium ($65+)"  
[X Link](https://x.com/biomednexus/status/2008591032582369725)  2026-01-06T17:26Z [--] followers, [---] engagements


"DEAL ALERT: $BMY commits up to $850M to $JANX (Janux Therapeutics). The Asset: Tumor-Activated T-Cell Engagers (TCEs). The Goal: Solve the toxicity bottleneck that has kept TCEs out of solid tumors. Read full article - https://biomednexus.com/bms-commits-850m-to-tumor-activated-t-cell-engagers-corxel-raises-287m-for-oral-obesity/ https://biomednexus.com/bms-commits-850m-to-tumor-activated-t-cell-engagers-corxel-raises-287m-for-oral-obesity/"  
[X Link](https://x.com/biomednexus/status/2014743119544381928)  2026-01-23T16:52Z [--] followers, [---] engagements


"The Thesis: Injectables (Wegovy/Zepbound) have a ceiling: Convenience & Logistics. Oral small molecules (like Corxel's CX11) are the only way to scale to mass-market maintenance"  
[X Link](https://x.com/biomednexus/status/2014744487139148058)  2026-01-23T16:58Z [--] followers, [--] engagements


"The Signal: Capital is flooding into "Differentiated Platforms." Meanwhile single-asset firms with regulatory hiccups (IO Biotech) are exploring strategic alternatives. The market is brutally bifurcated"  
[X Link](https://x.com/biomednexus/status/2014744488967864436)  2026-01-23T16:58Z [--] followers, [--] engagements


"MARKET STRUCTURE: Today crystallizes the bifurcation in biotech capital flows. The Divergence: Funded: Corxel ($287M) Janux ($850M Deal). Constrained: IO Biotech (Strategic Alternatives). Differentiation is the defining factor for liquidity. https://biomednexus.com/bms-commits-850m-to-tumor-activated-t-cell-engagers-corxel-raises-287m-for-oral-obesity/ https://biomednexus.com/bms-commits-850m-to-tumor-activated-t-cell-engagers-corxel-raises-287m-for-oral-obesity/"  
[X Link](https://x.com/biomednexus/status/2014746341071888465)  2026-01-23T17:05Z [--] followers, [--] engagements


"Yesterday the floor fell out from under Managed Care. $UNH crashed 20% on a "perfect storm" of headwinds. 1) Rate Shock: CMS proposed 0.09% MA hike (vs 4-6% exp). 2) Guidance: Revs DECLINING 2% in '26"  
[X Link](https://x.com/biomednexus/status/2016577815886647793)  2026-01-28T18:23Z [--] followers, [---] engagements


"NDA ACCEPTED: Exelixis ( $EXEL ) files Zanzalintinib for Colorectal Cancer. PDUFA: Dec [--] [----]. 🧵"  
[X Link](https://x.com/biomednexus/status/2018746467314524419)  2026-02-03T18:00Z [--] followers, [---] engagements


"DATA WATCH: High-signal updates in Oncology and Rare Disease. 🧬"  
[X Link](https://x.com/anyuser/status/2019847742928077120)  2026-02-06T18:56Z [--] followers, [----] engagements


"1. Oncolytics ( $ONCY ): Fast Track granted for Pelareorep in KRAS-mutant CRC. Data: 33% ORR vs 10% SOC. Targeting a notoriously difficult patient population"  
[X Link](https://x.com/biomednexus/status/2019847744941355185)  2026-02-06T18:56Z [--] followers, [--] engagements


"he Lesson: You must beat the *best* available therapy not just *an* available therapy. The FDA is enforcing stricter comparative efficacy standards"  
[X Link](https://x.com/biomednexus/status/2021643314165076142)  2026-02-11T17:51Z [--] followers, [--] engagements


"Full breakdown: https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/ https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/"  
[X Link](https://x.com/biomednexus/status/2021643315742224703)  2026-02-11T17:51Z [--] followers, [--] engagements


"The Arbitrage: This clears the lane for Denali ( $DNLI ) which has PDUFA on April [--]. Market share is Denali's to lose now"  
[X Link](https://x.com/biomednexus/status/2021643914135105945)  2026-02-11T17:54Z [--] followers, [--] engagements


"Read the risk analysis: https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/ https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/"  
[X Link](https://x.com/biomednexus/status/2021643915494064514)  2026-02-11T17:54Z [--] followers, [--] engagements


"DEAL WATCH: @AstraZeneca signs largest obesity deal to date ($18.5B potential value). Partner: CSPC Pharmaceutical (Hong Kong). The Asset: LiquidGel platform for ONCE-MONTHLY GLP-1 dosing. 🧵"  
[X Link](https://x.com/biomednexus/status/2018463730854658250)  2026-02-02T23:17Z [--] followers, [--] engagements


"M&A BARBELL: Two deals today define the market. Sobi pays $1.5B for Arthrosi (Phase [--] Gout). XOMA pays $30M for Generation Bio (Distressed Gene Therapy)"  
[X Link](https://x.com/biomednexus/status/2001361935682728295)  2025-12-17T18:40Z [--] followers, [---] engagements


"The Premium: Sobi is paying up for certainty. A Phase 3-ready asset in a huge indication (Gout) commands a scarcity premium. This is "Growth Capital.""  
[X Link](https://x.com/biomednexus/status/2001361937150648631)  2025-12-17T18:40Z [--] followers, [--] engagements


"The Discount: XOMA is paying for scrap. Buying $GBIO for roughly its cash value + IP rights + Moderna milestones. This is "Value Arbitrage.""  
[X Link](https://x.com/biomednexus/status/2001361938891313302)  2025-12-17T18:40Z [--] followers, [--] engagements


"The Signal: When BlackRock and Intuitive Ventures co-lead it's not a biotech betit's an industrial automation bet. The "Manufacturing Bottleneck" is now the primary investable theme in Cell & Gene"  
[X Link](https://x.com/biomednexus/status/2016978875063161330)  2026-01-29T20:56Z [--] followers, [--] engagements


"REGULATORY ALERT: FDA places clinical hold on REGENXBIO ($RGNX). The Cause: Brain tumor in a patient dosed [--] years ago (RGX-111). The Concern: Vector integration near a proto-oncogene (PLAG1). 🧵"  
[X Link](https://x.com/biomednexus/status/2016979937979486422)  2026-01-29T21:01Z [--] followers, [---] engagements


"The Market Read: Safety is not binary; it's a long-tail variable. Expect slower reviews and longer monitoring requirements for all AAV CNS programs moving forward"  
[X Link](https://x.com/biomednexus/status/2016979941284597960)  2026-01-29T21:01Z [--] followers, [--] engagements


"See the chart data: https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/ https://biomednexus.com/cellares-regenxbio-skyhawk-huntingtons/"  
[X Link](https://x.com/biomednexus/status/2016980145178104133)  2026-01-29T21:01Z [--] followers, [--] engagements


"MARKET SIGNAL: The IPO window is officially open. 🔔 $EIKN (Eikon Therapeutics) priced at the top of the range ($18) raising $381M. The "Class of 2021" Unicorns are watching closely. 🧵"  
[X Link](https://x.com/biomednexus/status/2019518298292121702)  2026-02-05T21:07Z [--] followers, [---] engagements


"2. Denali ( $DNLI ): Week [---] data for DNL310 (Hunter Syndrome). Data: [--] years of sustained biomarker normalization. Durability is the key differentiator here"  
[X Link](https://x.com/anyuser/status/2019847746837180855)  2026-02-06T18:56Z [--] followers, [---] engagements


"The Read: This is a "Salvage Mission." The board is putting a finance/ops veteran in charge to fix the bleeding vaccine unit. Growth is out; margin protection is in"  
[X Link](https://x.com/anyuser/status/2021644223494406391)  2026-02-11T17:55Z [--] followers, [--] engagements


"Details: https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/ https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/"  
[X Link](https://x.com/anyuser/status/2021644225239245245)  2026-02-11T17:55Z [--] followers, [--] engagements


"REGULATORY SHIFT: FDA removes "Boxed Warnings" from Hormone Replacement Therapy (HRT). The Change: Warnings for heart disease breast cancer and dementia are GONE for [--] key products. 🧵"  
[X Link](https://x.com/anyuser/status/2022381378248282629)  2026-02-13T18:44Z [--] followers, [---] engagements


"MARKET WAR: Oral vs. Injectable. BridgeBio ( $BBIO ) just fired a shot across BioMarin's ( $BMRN ) bow. The Tale of the Tape: 🧵"  
[X Link](https://x.com/anyuser/status/2022381733736493502)  2026-02-13T18:45Z [--] followers, [---] engagements


"📩 Your Daily Briefing for Biotech MedTech and Pharma Trusted by 85000+ life science professionals who stay informed in minutes.not hours. Join us here: #Biotech #Pharma #MedTech https://biomednexus.com/ https://biomednexus.com/"  
[X Link](https://x.com/anyuser/status/2006062182363193620)  2025-12-30T17:57Z [--] followers, [---] engagements


"MARKET WAR: Oral vs. Injectable. BridgeBio ( $BBIO ) just fired a shot across BioMarin's ( $BMRN ) bow. The Tale of the Tape: 🧵"  
[X Link](https://x.com/anyuser/status/2022381733736493502)  2026-02-13T18:45Z [--] followers, [---] engagements


"💊 Infigratinib (BridgeBio): New Phase [--] data. +2.10 cm/yr growth. Daily Oral Pill. Improved Proportionality"  
[X Link](https://x.com/anyuser/status/2022381737565929823)  2026-02-13T18:45Z [--] followers, [--] engagements


"The Verdict: If safety holds up in the long-term the convenience of a pill combined with superior efficacy data creates a classic "Disruptor" scenario. Deep dive: https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/ https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/"  
[X Link](https://x.com/anyuser/status/2022381739616932340)  2026-02-13T18:45Z [--] followers, [--] engagements


"REGULATORY SHIFT: FDA removes "Boxed Warnings" from Hormone Replacement Therapy (HRT). The Change: Warnings for heart disease breast cancer and dementia are GONE for [--] key products. 🧵"  
[X Link](https://x.com/anyuser/status/2022381378248282629)  2026-02-13T18:44Z [--] followers, [---] engagements


"3/ The Market Impact: Removes a massive barrier to prescription. Bullish for women's health commercial portfolios"  
[X Link](https://x.com/anyuser/status/2022381383906398333)  2026-02-13T18:44Z [--] followers, [--] engagements


"Read more: https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/ https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/"  
[X Link](https://x.com/anyuser/status/2022381385793908849)  2026-02-13T18:44Z [--] followers, [--] engagements


"ATA BREAKOUT: BridgeBio ( $BBIO ) posts Phase [--] win in Achondroplasia. The Drug: Infigratinib (Oral FGFR3 inhibitor). The Result: +2.10 cm/year growth vs placebo. P0.0001. 🧵"  
[X Link](https://x.com/anyuser/status/2022381209301782688)  2026-02-13T18:43Z [--] followers, [---] engagements


"3/ Next Steps: NDA submission in H2 [----]. Expect a rapid uptake upon approval given the oral delivery profile"  
[X Link](https://x.com/anyuser/status/2022381216033607809)  2026-02-13T18:43Z [--] followers, [--] engagements


"Full analysis: https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/ https://biomednexus.com/bridgebio-posts-breakout-phase-3-achondroplasia-data-fda-updates-hrt-labels/"  
[X Link](https://x.com/anyuser/status/2022381217786827238)  2026-02-13T18:43Z [--] followers, [--] engagements


"C-SUITE SHAKEUP: CSL CEO Paul McKenzie out immediately. Timing: [--] Day before Earnings. Replacement: Gordon Naylor (Interim) ex-Seqirus head"  
[X Link](https://x.com/anyuser/status/2021644219425992952)  2026-02-11T17:55Z [--] followers, [---] engagements


"The Read: This is a "Salvage Mission." The board is putting a finance/ops veteran in charge to fix the bleeding vaccine unit. Growth is out; margin protection is in"  
[X Link](https://x.com/anyuser/status/2021644223494406391)  2026-02-11T17:55Z [--] followers, [--] engagements


"Details: https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/ https://biomednexus.com/moderna-handed-rtf-regenxbio-gets-crl-fda-targets-bha-flu-vaccine-rejected-on-comparator-grounds-hunter-syndrome-denied-csl-ceo-exits-abruptly/"  
[X Link](https://x.com/anyuser/status/2021644225239245245)  2026-02-11T17:55Z [--] followers, [--] engagements


"DATA WATCH: High-signal updates in Oncology and Rare Disease. 🧬"  
[X Link](https://x.com/anyuser/status/2019847742928077120)  2026-02-06T18:56Z [--] followers, [----] engagements


"2. Denali ( $DNLI ): Week [---] data for DNL310 (Hunter Syndrome). Data: [--] years of sustained biomarker normalization. Durability is the key differentiator here"  
[X Link](https://x.com/anyuser/status/2019847746837180855)  2026-02-06T18:56Z [--] followers, [---] engagements


"Clinical summaries: https://biomednexus.com/trumprx-gov-launches-mfn-pricing-goes-live-fda-food-dye-reform-rare-disease-pipeline-advances/ https://biomednexus.com/trumprx-gov-launches-mfn-pricing-goes-live-fda-food-dye-reform-rare-disease-pipeline-advances/"  
[X Link](https://x.com/anyuser/status/2019847748535877686)  2026-02-06T18:56Z [--] followers, [--] engagements

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