@yaireinhorn @Biotech2k1 @BiopharmIQ @Maximus_Holla @Pharmdca @BiomedicalRX @CrisprGlenn Thank you for the kind words dear friend. For biotech investors, @yaireinhorn is a must follow
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Biotech Investor
2.2K posts
Biotech Investor
@learnbiotech
Learn to invest in biotech like the professionals from a former biotech executive and investment banker. For education purposes only. Course on Thinkific
Katılım Haziran 2021
343 Takip Edilen6.5K Takipçiler
Biotech Investor retweetledi
Here is a list of wonderful friends who without their constant support & encouragement I would never be able to reach so many people and for that I will always be grateful! ❤️🙏
@Biotech2k1
@BiopharmIQ
@Maximus_Holla
@Pharmdca
@BiomedicalRX
@learnbiotech
@CrisprGlenn
@JessieChimni
@Andre_AGTC
@TohJah7809
@JohnPDalyJr
@pawcio2009
@WallStSai
@monetization_x
@ablidy
@drrichjlaw
@GeneInvesting
@zhaoweiasu
@chuminhua432
@LeoNelissen
@BrandonVanZee
@erwtrades
@jimbo6607
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1️⃣9️⃣,0️⃣0️⃣0️⃣ followers!!
I want to thank each one of you dear friends for your support and for trusting me with your most valuable currency: Time!
I’m truly grateful & promise to continue working hard to justify this staggering number next to my name!
I appreciate you all!🙏❤️
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Biotech Investor retweetledi
Here is another ground breaking research from Prof. @davidrliu - from Harvard & @broadinstitute and the co-founder of @BeamTx - $BEAM & @PrimeMedicine - $PRME, in which a new directed evolution of structured RNA motifs that enhance the efficiency of prime editing was introduced 🧵👇. According to this new research a use of these motifs resulted in substantial Prime Editing efficiency gains, including at sites of pathogenic mutation in primary human stem cells and in immortalized human bronchial epithelial cells using different delivery methods. The importance of these new findings is that this could make Prime Editing-based Therapies much more effective.
David R. Liu@davidrliu
Today in @NatBiotech, we report the directed evolution of structured RNA motifs that enhance the efficiency of prime editing. Iterated high-throughput pooled screens and mutagenesis of these small RNA elements improved transient pegRNA lifetime. drive.google.com/file/d/1Nyt_SS… 1/11
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Biotech Investor retweetledi
Comm'l-stage non-oncology focused bio ($1B+ MC) multiples via updated estimates post Q126 CCs. Royalty aggs $RPRX $LGND, patent $HRMY excl
$ARDX $ACAD $BCRX $XERS still appear a value v peers
Highest multiples $ARWR $KRYS $CRSP
$XBI $IBB $DNLI $CYTK $IONS $RYTM $CRNX $TVTX
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Biotech Investor retweetledi
For me 𝕏 has always been and is now more than ever 🧵👇about community and supporting others as much as possible. So, here is a list of top-tier BioTech and Financial accounts who create exceptional content & who are IMO A MUST FOLLOW👇
@Biotech2k1
@BiopharmIQ
@Maximus_Holla
@Pharmdca
@BiomedicalRX
@learnbiotech
@CrisprGlenn
@JessieChimni
@Andre_AGTC
@TohJah7809
@JohnPDalyJr
@pawcio2009
@WallStSai
@ablidy
@drrichjlaw
@GeneInvesting
@zhaoweiasu
@chuminhua432
@LeoNelissen
@BrandonVanZee
@erwtrades
@jimbo6607
Yair Einhorn@yaireinhorn
Hey everybody, great news - I’m officially back!!! After 96 hours of hell - in which my account was hacked and I was signed out, I’m here with you once again! I want to thank 4 special people who helped me to climb from the abyss - @shlomiatar who helped me straight away, my dear brother @EinhornOmer who coardinated everything & provided me with emotional support 😉, @shalomran who is a top-tier social media professional and of course @nikitabier - 𝕏’s Commander-in-chief! I intend to elaborate later exactly how I was tricked and what happened so other might learn from my ill experience and grave mistakes but for now please take 2 minutes in order to immediately (!!!) strengthen the security of your 𝕏 account by creating a Two-Factor Authentication (2FA) moat. Thank you all and now - let’s make up for the lost time and get back to work. Love you all!! ❤️🙏 Yair
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Interesting things about this which show the plethora of options biotechs have:
- assets originated out of China
- management team that sold a prior company (RayzeBio)
- Had geared up to go public via IPO
- Pivoted to a Reverse merger with a large PIPE
- Eventually sold to UCB
Adam Feuerstein ✡️@adamfeuerstein
UCB buying Candid Therapeutics, privately held developer of T cell engagers. $2.2B businesswire.com/news/home/2026…
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Investors should be aware of sub-sectors that fall in and out of favor amongst venture capital investors
Cell and gene therapies have seen a marked decline in funding since last year. So have nucleic acid therapies, to a lesser extent
However, these are areas that continue to be active in the M&A sphere
#learnbiotechinvesting #biotech #investing #BiotechPrometheus
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Biotech Investor retweetledi
The excellent @biospace 📊👇shows the 5 biggest IPOs in BioTech history. At the top of this list is of course Kailera Therapeutics $KLRA with its $625M blockbuster IPO - the largest public offering in recent years. The one that caught my eye is $SANA which its $588M IPO 🧵👇 is second - besides $KLRA, only to $MRNA. $XBI
Yair Einhorn@yaireinhorn
According to this excellent graph made by @Jefferies most of the #BioTech companies that have IPOed during 2021 are been traded below their IPO price. #CRISPR companies are no different except $VERV who stands out. $CRBU, $GRPH & $SANA are all underperforming. #FinTwit #Genomics
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Biotech Investor retweetledi
1/WOW! @AllogeneTx has reported top tier clinical data from its Phase 2 ALPHA3 trial aimed to evaluate cema‑cel - $ALLO allogeneic CD19 CAR T Cell Therapy for first-line (1L) consolidation in large B-cell lymphoma (LBCL) cancer. A huge milestone for allogeneic Cell Therapies!
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Biotech Investor retweetledi
Here is my favourite weekly 🧵- made by my dear friend @BiopharmIQ. This post is a comprehensive recap of the past week in BioTech and gathers the best related posts written by some of the smartest & brightest 𝕏 Bio accounts - all into one place. Do give him a follow. $XBI
BiopharmIQ by Amp@BiopharmIQ
🧬 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. » x.com/everyonehatesp… @GeneInvesting Gene editing spotlight: $NTLA $CRSP $BEAM $PRME lead decade-defining medical shift. » x.com/GeneInvesting/… @AIStockSavvy $IBRX Q1 revenue +168% YoY to ~$44M, ANKTIVA-driven; +15% QoQ, sBLA on track for 2026. » x.com/AIStockSavvy/s… @bioinvestor24 $ORKA $SYRE early vs $ABBV; $VKTX mid-Ph3 vs $LLY tirzepatide; rotation looks mispriced. » x.com/bioinvestor24/… @ohadhammer Biopharma M&As; Public and Private (2018-present) » x.com/ohadhammer/sta… @yaireinhorn RA Capital raises $WVE stake to 17.5% post selloff (~-57% YTD) despite WVE-007 miss; conviction buy. » x.com/yaireinhorn/st… @Biotech2k1 $PRAX positive EMBRAVE Part A (elsunersen) in SCN2A DEE. » x.com/Biotech2k1/sta… @TheFoxRadar $PRME npegRNAs drive up to 123× efficiency; RNP breakthrough. » x.com/TheFoxRadar/st… @doepke_michel CAR-T autoimmunity momentum builds; pharma interest rising. $KYTX $CABA » x.com/doepke_michel/… @aditharun_ $RLAY rerates on zovegalisib; BTD, Ph3 underway, narrower market. » x.com/aditharun_/sta… @semodough $IDYA topline OptimUM-02 (uveal melanoma) due Apr 13. » x.com/semodough/stat… @jfais20 $TLX Pixclara resubmitted; Zircaix (kidney imaging) next by mid-year. » x.com/jfais20/status… @JonahLupton $LLY retatrutide mega-blockbuster; Ph3 momentum, pre-launch upside. » x.com/JonahLupton/st… @HyperTechInvest $HIMS CFO proposes selling 75% stake; notable insider signal. » x.com/HyperTechInves… @HOThomasWPhelps $SNY needs Dupixent successor; urgency rising. Targets: $APGE best fit, $NKTR hedge, $CRVS asymmetric, $KYMR long shot. » x.com/HOThomasWPhelp… @Andre_AGTC What stands out on $MANE: H1 data ahead, aesthetics+derm focus, $LLY 4.9% stake adds M&A optionality. » x.com/Andre_AGTC/sta… @BIOTECHSCANNER $IOVA TIL lead; Amtagvi to NSCLC; M&A optionality, upside. » x.com/BIOTECHSCANNER…
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Investors will often see ORR quoted or displayed for oncology clinical trial results for solid tumors
Here's what the CRs/PRs/SDs mean at a high level
These are assessed on scans
I'm using RECIST v1.1 definitions
#learnbiotechinvesting #biotech #investing #BiotechPrometheus
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Investors should know WHAT will move a stock and WHEN, especially in biotech with the outsized moves. Build your catalyst calendar ahead of time.
You won't have time to thoughtfully analyze the data when it hits
#learnbiotechinvesting #biotech #investing #BiotechPrometheus
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Investors should understand the #FDA regulatory process well. Here is a quick summary
At each step investors should ask themselves if the company is developing things in a way that will satisfy the FDA
Until a drug is approved the FDA is the most important decision maker
#BiotechPrometheus
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Incorporating Probability of Success (PoS) is a unique aspect of #biotech valuation investors must be aware of.
It tries to factor development risk into revenue and cost assumptions.
Here is a table of PoS values:
#learnbiotechinvesting #investing #BiotechPrometheus
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Investors should look at fully diluted shares outstanding #FDSO when looking at the market cap of a company. Dilutive securities, including options, warrants, converts, etc, can have a meaningful impact on the actual market cap of a company
#learnbiotechinvesting #biotech #investing #BiotechPrometheus
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A key variable for investors is management reputation
A lot that happens inside a company that is critical for success is outside of public view
Investors must ask themselves if they believe management is giving an accurate assessment, both good & bad
#learnbiotechinvesting #biotech #investing #BiotechPrometheus
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When thinking about valuing #biotechs, especially those which are not yet profitable, a probability adjusted discounted cash flow model is perhaps the most important methodology
Though it too has drawbacks
#DCF #PoS #learnbiotechinvesting #investing #BiotechPrometheus
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Biotech Investor retweetledi
For me 𝕏 has always been about the community and promoting other valuable creators as much as possible. So, here is a list of top tier accounts who create exceptional content & who are A MUST FOLLOW in BioTech and the financial markets👇
@Biotech2k1
@BiopharmIQ
@Maximus_Holla
@Pharmdca
@BiomedicalRX
@learnbiotech
@CrisprGlenn
@JessieChimni
@Andre_AGTC
@TohJah7809
@JohnPDalyJr
@pawcio2009
@jfais20
@drrichjlaw
@GeneInvesting
@zhaoweiasu
@chuminhua432
@LeoNelissen
@NeelyTamminga
@BrandonVanZee
@erwtrades
@jimbo6607
@ablidy
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Approved drugs can have a "black box" (aka boxed) warning, the highest safety-related warning that FDA can put on an approved drug
Usually applied to multiple drugs in the same class it can hamper revenue potential if alternatives exist
Investors should be aware
#learnbiotechinvesting #biotech #investing #BiotechPrometheus
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Pharma has varying levels of success developing drugs. That's a boon for biotech
Here are the biopharma companies ranked by likelihood of first approval (LoA%) from 2006-2022
$AMGN, $NVO, #Eisai top the list
$GSK, #Astellas, $ABBV are at the bottom
#learnbiotechinvesting #BiotechPrometheus
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