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May 3
Big Pharma M&A set for mega year as patent expiries drive deal urgency. $XBI $IBB
If the current pace holds, 2026 biopharma M&A could top $250 billion, making it the #2 year on record after 2019’s $328 billion. #biotech
ca.finance.yahoo.com/news/bi…
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$LLY to present initial clinical data for first-in-class type II JAK2 inhibitor in patients with previously treated myelofibrosis at #EHA26
Lilly added this program following the acquisition of Ajax Therapeutics
prnewswire.com/news-releases…
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Jun 13
🧬 Biopharma 𝕏 Weekly Recap 📝
This week in biotech:
Oncology M&A heats up, China advances ADCs and obesity drugs, CRISPR sentiment improves, and investors focus on next-generation immunology and precision oncology.
See interesting posts/ppl to check out! 👇
@yaireinhorn
$GSK buys $NUVL for $10.6B, boosting its lung cancer pipeline.
» x.com/yaireinhorn/status/206…
@ohadhammer
China ADCs evolve toward bispecifics and next-gen payloads.
» x.com/ohadhammer/status/2064…
@RNAiAnalyst
CRISPR sentiment improves after $LLY/$EDIT data; attention now shifts to $NTLA's Phase 3 HAE readout.
» x.com/RNAiAnalyst/status/206…
@doepke_michel
$KYMR starts KT-485 Phase 1, triggers $20M $SNY milestone.
» x.com/doepke_michel/status/2…
@BioStocks
$NRIX partners with Roche on bexobrutideg, securing $700M upfront.
» x.com/BioStocks/status/20639…
@adamfeuerstein
$GILD/$MRK halt EVOKE-03 after weak PFS, removing a sac-TMT competitor.
» x.com/adamfeuerstein/status/…
@Andre_AGTC
$PVLA: Stifel sees rapid uptake and ~$2B peak sales potential in mLM vs. $1.5B market cap.
» x.com/Andre_AGTC/status/2064…
@agingroy
China's mazdutide offers an early glimpse of the opportunity ahead of $LLY's retatrutide.
» x.com/agingroy/status/206426…
@BiomedicalRX
June biotech picks: cell therapy, gene editing, RNAi, and AI remain in focus.
» x.com/BiomedicalRX/status/20…
@bioinvestor24
$AZN obesity data revives liver safety questions around the $LLY orforglipron-like class.
» x.com/bioinvestor24/status/2…
@semodough
$NKTR outlines Phase 3 REZPEG plans; first registrational study expected to start in July.
» x.com/semodough/status/20643…
@Aiims1742
$TNGX highlights PRMT5 KRAS inhibition in MTAP-deleted pancreatic cancer, a ~20% patient subset.
» x.com/Aiims1742/status/20640…
@PersimmonTI
$IDYA raises capital after $TNGX data, drawing investor scrutiny.
» x.com/PersimmonTI/status/206…
@Banana_Oncology
$CELC GEDA seen as a potential combo partner for $RHHBY's giredestrant.
» x.com/Banana_Oncology/status…
@HOThomasWPhelps
$CRVS expands Angel Pharma; AD data due 2026, asthma trial starts 2027.
» x.com/HOThomasWPhelps/status…
@A_May_MD
$ABVX provides new data supporting a non-drug-related explanation for cancer cases.
» x.com/A_May_MD/status/206552…
@jfais20
$LQDA extends gains; $80–90 seen as the next profit-taking zone.
» x.com/jfais20/status/2063994…
ALT The Week's Biopharma X Post Highlights
Jun 8
Following positive reception of recent $lly $edit cardiovascular CRISPR data by mainstream, one major risk factor for investing in #CRISPR stocks has been removed: lack of capital despite impressive health(care) value proposition.
Next stop: $NTLA HAE data this weekend, hopefully showing that already in year 1 of blinded study, events decreased over time in p3 trial.
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Jun 13
$SPCX How Wall Street pulled off the biggest IPO in history for SpaceX.
Bankers convinced investors to believe in a sci-fi strategy, overlook steep losses and hand full control to Musk
Now the syndicate stands to collect $500M, the highest fee ever paid on a public offering.
ft.com/content/a7f4246d-9ae2…
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Jun 12
$COGT Announces Detailed Data from APEX Pivotal Trial of Bezuclastinib in Patients with Advanced Systemic Mastocytosis at #EHA26
investors.cogentbio.com/news…
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Jun 11
Defiance ETFs Announces $SPCU, A 2X SpaceX ETF Offering 200% Leveraged Exposure. $SPCX
globenewswire.com/news-relea…
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Jun 11
SpaceX Gets Its First Rating. $SPCX
Oppenheimer has initiated coverage with an Outperform, PT $190
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Jun 11
$CRBU Reports Dose Escalation Durability Data for CB-011 at #EHA26
Single dose of CB-011 produced deep, durable responses in heavily pretreated, BCMA-naïve patients with r/r MM: 83% CR rate, 91% MRD negativity, and 50% of patients in ≥CR at 15 months
investor.cariboubio.com/news…
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Jun 11
$ELVN Announces Updated Positive Phase 1 ENABLE Trial Data and Alignment with FDA on Key Phase 3 Trial Design Components
prnewswire.com/news-releases…
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Bio Stocks™ retweeted
$SMMT pulled its proposed $500M offering "due to market conditions"
sec.gov/ix?doc=/Archives/edg…
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Jun 11
$CLYM Announces Initial Phase 1b Data Demonstrating On-Target Clinical Activity for Budoprutug in Immune Thrombocytopenia at #EHA26
ir.climbbio.com/news-release…
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Jun 11
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$NVS delpacibart braxlosiran Phase I/II study in facioscapulohumeral muscular dystrophy (FSHD) meets primary biomarker endpoint
novartis.com/news/media-rele…
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Jun 10
$PBLS Parabilis Medicines prices $670M IPO at $20/share. $XBI
In addition, Parabilis has agreed to sell 4.2M shares to $REGN at $18/share in a concurrent private placement.
finance.yahoo.com/markets/st…
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Jun 9
$SPCX SpaceX IPO reportedly approaching 4x oversubscribed, with $250B demand. $TSLA #SpaceX
cryptobriefing.com/spacex-ip…
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