🧬 Biopharma 𝕏 Weekly Recap 📝
This week in biotech:
M&A signals build, gene editing and CAR-T momentum grows, obesity and oncology catalysts drive sentiment, selective capital rotation and insider moves stand out!
See interesting posts/ppl to check out! 👇
@everyonehatesp1
$ASRT $18 CVR deal; near price, shop period open; 35% in 2 weeks.
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@GeneInvesting
Gene editing spotlight:
$NTLA $CRSP $BEAM $PRME lead decade-defining medical shift.
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@AIStockSavvy
$IBRX Q1 revenue 168% YoY to ~$44M, ANKTIVA-driven; 15% QoQ, sBLA on track for 2026.
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@bioinvestor24
$ORKA $SYRE early vs
$ABBV;
$VKTX mid-Ph3 vs
$LLY tirzepatide; rotation looks mispriced.
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@ohadhammer
Biopharma M&As; Public and Private (2018-present)
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@yaireinhorn
RA Capital raises
$WVE stake to 17.5% post selloff (~-57% YTD) despite WVE-007 miss; conviction buy.
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@Biotech2k1
$PRAX positive EMBRAVE Part A (elsunersen) in SCN2A DEE.
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@TheFoxRadar
$PRME npegRNAs drive up to 123× efficiency; RNP breakthrough.
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@doepke_michel
CAR-T autoimmunity momentum builds; pharma interest rising.
$KYTX $CABA
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@aditharun_
$RLAY rerates on zovegalisib; BTD, Ph3 underway, narrower market.
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@semodough
$IDYA topline OptimUM-02 (uveal melanoma) due Apr 13.
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@jfais20
$TLX Pixclara resubmitted; Zircaix (kidney imaging) next by mid-year.
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@JonahLupton
$LLY retatrutide mega-blockbuster; Ph3 momentum, pre-launch upside.
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@HyperTechInvest
$HIMS CFO proposes selling 75% stake; notable insider signal.
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@HOThomasWPhelps
$SNY needs Dupixent successor; urgency rising. Targets:
$APGE best fit,
$NKTR hedge,
$CRVS asymmetric,
$KYMR long shot.
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@Andre_AGTC
What stands out on
$MANE: H1 data ahead, aesthetics derm focus,
$LLY 4.9% stake adds M&A optionality.
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@BIOTECHSCANNER
$IOVA TIL lead; Amtagvi to NSCLC; M&A optionality, upside.
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