Andy

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Andy

Andy

@AndyAsclepius

Global Pharma Supply Chain Observer | Asclepius Focusing on CGT/ADC manufacturing, CDMO trends & emerging market localization. Tracking supply chain bottlenecks

Basel, Switzerland Katılım Mayıs 2026
447 Takip Edilen286 Takipçiler
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Andy
Andy@AndyAsclepius·
Quick intro to this account 📌 I mainly write about: • AI in Pharma • Biotech / Pharma • CDMO / CRO • Clinical Supply Chain • Pharma Outsourcing • Global Pharmaceutical Supply Chain Restructuring I don’t do simple news reposts, and I’m not a stock-picking or promotional account. What I focus on is this: Behind every piece of Pharma news, how exactly will the industry supply chain change? 🧬🏭📦
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Andy
Andy@AndyAsclepius·
@Goro_s_work Yes. The label is changing from “cheap China biology” to “maybe real innovation from China.” But Wall Street still wants the boring stuff: ~~~ clean data, FDA path, strong team, good partner, and proof this can become a global drug~~~not just a nice molecule.
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Goro @Biotech & Tech company investor
Goro @Biotech & Tech company investor@Goro_s_work·
Kailera の IPO ポートフォリオが Hengrui のライセンス丸ごと。つまり 欧米投資家 が『China から来た分子』を『China CDMO』じゃなく『innovation』として value をつけ始めたってこと。公開市場のマインドシフトか。
BioSignal@BioSignal

JUST IN: Parabilis Medicines ($PBLS) has priced a record-shattering $670M Nasdaq IPO, cementing a massive macro turnaround for the biopharma sector after the historic funding winter of 2025. This marks the second record-breaking biotech listing in less than 90 days, following the $625M April debut of obesity-focused Kailera Therapeutics ($KLRA). The multi-year capital drought—which saw public market entries blueprint a record low of just 15 listings last year—is officially over. The Cross-Market Alpha: This surge in institutional demand highlights a structural shift where public markets are aggressively pricing late-stage clinical assets with robust human data. Look closer at the pipeline drivers: $KLRA’s entire suite of oral and injectable GLP-1/GIP agonists was in-licensed directly from China’s Jiangsu Hengrui Pharmaceuticals. Western public markets are placing massive, multi-billion-dollar premium valuations on advanced Chinese innovations. With $PBLS locking down $670M to target the undruggable proteome via stabilized peptides, the liquidity window for elite cross-border assets is wide open. Expect a widespread valuation re-rating across late-stage global clinical pipelines. $PBLS $KLRA $XBI $IBB

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Andy
Andy@AndyAsclepius·
This is a wild reminder that policy + media attention can move prescribing behavior very fast. The harder part is making sure the evidence, patient selection, safety monitoring, and supply chain can keep up with the demand spike. In medicine, attention can scale faster than infrastructure.
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Bijan Salehizadeh
Bijan Salehizadeh@bijans·
Paper: "Nationally, leucovorin use increased in 2025 following the media attention and the FDA announcement, with larger increases for younger groups. Mean leucovorin use increased by 1348% among those aged 0 to 10 years (385 prescriptions/week before February 2025 to 5575/week after the FDA announcement) and by 470% among those aged 11 to 20 years (514/week to 2928/week)."
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Andy
Andy@AndyAsclepius·
@VedanttAsawa Good point, but I think the filter matters. Not every amine supplier becomes a pharma proxy. The real edge is pharmagrade quality, documentation, audit readiness and reliable supply. In pharma, chemistry is only half the story. Compliance is the other half.
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The Value Investor
The Value Investor@VedanttAsawa·
India growth in CDMO Sector will be big for sure But in CDMO We have APIs API require Amines So The Up-Cycle for Amine Sector Can Start Listed amine companies : #BalajiAminesLtd #AlkylAminesChemicalsLtd #IndoAminesLtd These companies are proxy for the Pharma sector Do your own research I am invested and biased
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How You See
How You See@SFZYGALLERY·
和我互关的，我绝不取关 不管以后是否能成为大V都不会取关 因为这是我来时的路 你取关了，就是再否定自己来时路 那些粉丝量上万骗关取关的那些所谓的大V 是很恶心的，为了关注，为了流量，没有人格 #蓝V互关
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Andy
Andy@AndyAsclepius·
@_MaoGe 互关👏
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MaoGe
MaoGe@_MaoGe·
向3000蓝V朋友前进，今天能不能满足2800，你们认为呢？ 新朋友在哪里？
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Indie Louwlou
Indie Louwlou@LouwlouAiDev·
今天终于突破300粉了，感谢各位兄弟的支持，不管你是不是蓝V，继续有关必回 #蓝V互关
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QZhao
QZhao@qzhao27·
100 followers 🎉 still can’t believe it! massive thanks to @RealHanyaHu for sending her crew my way 💜 and to every single one of you who hit follow. you’re the best. More AI-that-does-real-work coming your way 🚀
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NovaVey
NovaVey@junli102676·
4天了，505位关注者，谢谢大家，但是完全没有流量，你们为什么随便发个都几十上百回复，点赞？求关注，绝不取关 #蓝V互关
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Freedman🦋
Freedman🦋@freedman623·
500蓝V达成，流量低的可怜😂
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Overseas纵横四海
Overseas纵横四海@BruceCheng8529·
我是属于分享自己生活碎片的， 自己一本正经胡说八道的， 人生体验至上！真诚生活 如果也和我一样的态度，那么来一起结伴通行，鲜衣怒马看遍人间繁华。我的账号健不健康，强不强壮？
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Neo2002
Neo2002@gNtCHOZLeyhoXbC·
一天的效果，感觉还是差点东西。流量好差，大家有什么好的建议吗。
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高坂穗奈雪
高坂穗奈雪@RainEngine2024m·
蓝V发力了
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North Korea 🇰🇵 中文
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依韵
依韵@RelyRhy·
为什么Twitter上没有 | 评论并转发 | 和| 转发并评论 | 的选项？我感觉挺实用的。
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Zhe
Zhe@zhelightning·
什么是复利思维？ 举个简单的例子，我在X上不断和别人互关，一天假如能涨粉50个，坚持10天就是500个，100天就是5000个，200天就是1w个，隔几天休息一下也能在一年365天实现1w个。 但实际上，我通过不断发帖子表达自己的思考，向外界输出一点我认为有价值的和分享对别人有用的东西，我的粉丝量大了，我的帖子会被更多人看到，也有更多人愿意点个关注，到时候就是一天涨粉100个，200个，500个甚至更多而不仅仅是原来的50个，此时的涨粉量不再是线性增长，而是二次函数甚至指数函数式的增长。这就是复利的强大之处。但最艰难的地方是前期没有正反馈时的坚持。
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Tracy
Tracy@arealtracy·
中文区今天都没啥流量呀 看了一圈大V的帖子，都没有过千的
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加密探子Detective
加密探子Detective@AllForAirdrop·
我还是不够勤奋 每天发的帖子和蹭流量太少了 数据增长缓慢 感觉还是去大V下面留言点赞来的快！这不算邪修打法吧？
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Viktor
Viktor@Viktoryh5·
今天是个好日子，各个副业多点开花
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Keşfet

@Goro_s_work @VedanttAsawa @YvesonDing @SFZYGALLERY @_MaoGe @LouwlouAiDev @qzhao27 @RealHanyaHu