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🧬 Biopharma 𝕏 Weekly Recap 📝
Interesting posts/ppl to check out! 👇
🚨 @yaireinhorn
Biotech sector shrinks as public biotech companies drop 15% since 2022 📉
» https://t.co/G11bvicBe5
🔬 @GeneInvesting
Side-by-side comparison of Casgevy (SCD) vs. Nex Z (ATTR) ⚖️
» https://t.co/COArMTr7ra
💊 @Pharmdca
Class effect or same drug mechanism? 🔄 $LLY & $VKTX, $AKRO & $ETNB, $DRUG & $LBPH
» https://t.co/oe3sKCf2xV
🧬 @Biotech2k1
RMB39 from $RXRX shows potential in breast & lung cancer 🏥
» https://t.co/1L8Njc4IxO
📊 @KNielsen2000
$NVO P1/2 SC Amycretin data in obesity 🏋️♂️
» https://t.co/BG5UhG5Wat
🎯 @BiopharmIQ
Ph2 & Ph3 readouts in Q1 2025... 📅
» https://t.co/Qhyf0MizBA
📢 @BioStocks
$AKRO reports significant F4 reversal in MASH study ✅
» https://t.co/L0C7E2M5lN
💰 @Andre_AGTC
$MDGL/$AKRO relevant – Market expectations on pricing? 💲
» https://t.co/Pwf413WqVI
🔍 @avidresearch
$RVMD G12D inhibitor shows strong efficacy & safety 🔬
» https://t.co/0eu0drLjUt
👀 @Biotech2050
Roche Ocrevus plateauing—watch $TGTX Briumvi in 2025 📉
» https://t.co/pnwppii5JV
🧑⚕️ @BowTiedBiotech
NASH LANDSCAPE 🌍 $ETNB $AKRO $MDGL $VKTX $NVO $LLY $MRK $ALT $IONS $ARWR $GSK $IVA
» https://t.co/n0C4aHqGWO
🚑 @doepke_michel
2025: A big year for liver disease in biotech? 🏥
$MDGL $VKTX $AKRO $MREO $KRYS $ARWR $WVE $INBX $ZEAL
» https://t.co/zCpND7baLX
📖 @DueDoctor
The Baker Brothers’ $4B biotech playbook: 5 key lessons 💼
» https://t.co/1Bh5OYDxkl
💪 @Gantosj
$SRPT's GTx strong long-term durability with 5-year NSAA gains 🚀
» https://t.co/TIot6FuMre
🎥 @HOThomasWPhelps
Breakdown of how $CRVS #soquelitinib differs from mAb therapies in treating atopic dermatitis 💊
» https://t.co/0ThPtQTG6m
⚡ @JamesEKrause
$AXSM FDA approval for SYMBRAVO, eyes next Alzheimer’s decision 🧠
» https://t.co/WiMsUbIxcY
📈 @jfais20
$IOVA: Shorts missing the big picture or bulls overestimating? 🤔
» https://t.co/Jc7oMNCP3s
📊 @learnbiotech
Investors should be aware of "p-hacking" strategies used in data analysis ⚠️
» https://t.co/fJgBKvgpow
📉 @paras_biotech
Obesity Comp in a single "crowded" graph... 📊
» https://t.co/DytokNu52Y
🏆 @Quantumup1
Stifel reiterated $IOVA Buy-$21-Top Pick 📢
» https://t.co/N9RkezFi2E
💸 @semodough
$TGTX: Buyback potential or market mispricing? 🤨
» https://t.co/ECx9xEQXqn
🔬 @shelbynewsad
Chaotic biotech ideas: From longevity to extinct species sequencing 🧬
» https://t.co/8lMShwj1VG
📊 @TomSilver39
Cowen: Biotech stock picks for a strong 2025 in uncertain markets 💰
» https://t.co/BZikkuOeKB
... See more

Obesity Comp - in a single graph
(from 340 pgs long Obesity report by Stifel) https://t.co/tS4KgA0zZs

Labcorp quietly entered the longevity testing game.
Their new Whole Health panel covers 1,000+ biomarkers—similar to what startups like Function & Superpower offer, but DTC.
As labs make these moves, the value will shift to interpretation, care, and outcomes. https://t.co/4kEoQoxgst

List of approved Gene Therapies
**best selling is ZOLGENSMA w/ 2021 ~$1.4B Revs https://t.co/fsNh706DHv

3 out of 4 drug approvals come from biotech companies!
And half of the projected value of Top 20 pharma drug pipelines also come from "external" innovation, meaning smaller biotech.
GLP1s have added $1T in market cap to Eli and Novo over the last 5 years. That's 3x+ the market cap created by all biopharma startups over the last 30 years combined. This is a bit of an indicment of the biotech startup ecosystem. There are many $1T and even $10T drugs to be invented, we just don't fund them. Through no one persons fault, the biote... See more
Blake Byersx.com
Emerging therapeutics for strategic acquirers – What do biopharmas already have and may need?
From RBC https://t.co/RXao1AnGT8