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📈 Everyone’s Favorite M&A Chart is Back! That Jefferies/Yee chart? Still aging like fine wine. It’s the cheat sheet Big Pharma uses to fill $30B+ revenue holes. Top 20 De-Risked M&A Candidates: $AKRO – F4 NASH with clean Ph2 data, $2–3B potential $SRRK – 9/22 PDUFA for SMA +

A group of over 100 CEOs & Board Chairs delivered a letter to Congress expressing our shared concern about the impact of the proposed cuts to federal science funding on the health of the economy and on the US position as a leader in biotechnology statnews.com/2025/06/27/bio…

When we can minimize the burden on the healthcare system, while at the same time ensuring that benefits outweigh risks, we will! The FDA has taken a big step in removing barriers impeding the delivery of cures by removing the REMS requirement for BCMA- and CD19-directed

Random example of how cool Cambridge, MA is if you like biotech.

$HIMS — $NVO, $XBI From Biotech Hangout, hard to better summarize the zero value add proposition of $HIMS in GLP-1s than this: Tim Opler: The original deal was sort of weird, because you can go buy semaglutide directly from $NVO, from their direct website, and $HIMS was literally

“I don’t think that we should have billionaires” — Mamdani

I read the key filings of the $NKTR $LLY lawsuit/countersuit over the weekend and am skeptical of $NKTR prevailing. As an investor (not an attorney) here are some thoughts. See link here-drugdiscoverytrends.com/nektars-phase-…

Leerink:" Biopharma Cash Runway Map: Bottom Line: Amid significant macroeconomic challenges for the Biopharma sector, we update our cash runway map for "not-yetprofitable" companies across the Leerink Partners' Biopharma Coverage Universe. The map highlights value (with >2 years

Happy 2H25 to all! Kick it off with TD Cowen's top Q3 events and expected moves $XBI $BBC

Interesting. Journals publishing NIH funded research now need to do so as #openaccess cc Jonathan Eisen

$XBI trying again for that $85 resistance zone

The real reason for $xbi rally today. You’re welcome.

What on earth is a medical journal doing expressing opinion on an international conflict? This destroys the legitimacy of institutions that refuse to stay in their lane And to make it worse they have a horridly one-sided view of what is happening

1/ $NKTR has become a cult stock. But people should temper their enthusiasms for a quick buyout. - The efficacy data is encouraging, but it's not so good that every pharma now wants an IL2 - The ISR concerns are real. Interesting to $NKTR specifically excluded ISRs from TEAEs

Interesting thread on valuation w/ some commentary on the market 👇$XBI $IBB

BowTiedBiotech 🧪🔬🧬 We became a mini-R&D shop. Never wanted the engine to be acquired and ruined. That worked because we could recycle the capital through dividend distributions to both investors and employees. Most pharma only ever want one asset unless it’s a new modality they don’t have in house

#BiotechHangout is taking a break this week to celebrate the 4th of July. Join us in honoring our independence and community. Have a wonderful holiday weekend with friends and family!

John Carroll Endpoints News Kyle LaHucik Megarounds are never the goal. Only a reflection of how to get long money in deals (they dont write small checks). The long money is taking a pause because of slow exits. It is possible that the solution is to go bigger, not smaller. To insulate from volatile markets and pharma