https://t.co/zPTkxZfbf2

@bradloncar @SamFazeli8 @BiotechCH Great discussion today on U.S. China biotech competition. I would usually tend toward @SamFazeli8 ’s argument. Competition is good for patients, and if you want to beat the competition, get better. But in strategic industries, history shows

I really recommend attending @BiotechCH’s upcoming space which in my opinion is the most interesting space on 𝕏 for those interested in BioTech, Pharma, Life Sciences & everything in between….If you can’t attend it’s also available on the various podcast platforms. $XBI

@BiotechCH UK government walking back on pricing (per FT).

1:37 am in Seoul, and listening to another great episode of @BiotechCH!

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@GENbio brings together key voices shaping biotech today — including @geochurch, Iya Khalil, PhD, and the hosts of @BiotechCH. Catch Iya Khalil, Head of AI & Genome Sciences at @Merck, live at #StateOfBiotech 2025. 🎟️ Register free: https://t.co/Srfa0QVE0N #GEN #AIinPharma

Novartis $NVS acquires Tourmaline Bio $TRML https://t.co/ByfrNRwptX

@daphnezohar @0FreeRadical0 @bradloncar @matthewherper @ByAmyBrown @sciencescanner @VishalGulati_ I’m at maximum bleakness with everything connected to the UK… first time ever I’ve seriously thought about leaving

@daphnezohar @0FreeRadical0 @bradloncar @matthewherper @ByAmyBrown @AAMortazavi @VishalGulati_ Over-regulation is definitely a thing But there’s more - this is the most anti-business Govt the U.K. has seen in 50yrs. FDI is collapsing across sectors And we don’t pay our share on drug pricing, free riding on US innovation

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@daphnezohar @0FreeRadical0 @bradloncar @matthewherper @ByAmyBrown @AAMortazavi @VishalGulati_ I’ve started 40 companies in the UK, created >1000 jobs, raised £1billion+ in capital - and I’m seriously thinking if my next company will be based here As @AAMortazavi says, I’ve never been this pessimistic about the future of 🇬🇧

Wow, hideous week for UK biotech. First the Merck news and now this. @ByAmyBrown

Eli Lilly is reconsidering U.K. plans for its biotech-focused Gateway Labs, citing concerns about the industry’s outlook in the country. $LLY

FAERS hits $SLNO. @EricSchmidt151: “We're now seeing fires erupt when FAERS results suggest that patients on these drugs are being harmed. Correlation is not causation – that's not something that MAHA always understands. To me, this is a MAHA-driven moment to try and showcase all

On Capsida’s gene therapy death, @cngarabedian says, “always tough when it’s a pediatric patient and the first dosed. I think any time we think that there might be a removal of some of the headwinds around gene therapy, it seems we still aren't out of the woods on some of the

@cngarabedian @t_lorriman @EricSchmidt151 @SamFazeli8 @bradloncar @daphnezohar @MatteisPaul @JMaraganore @ColonGraceE @LifeSciVC @TimOpler $SMMT shares fall following results from the Phase 3 HARMONi study. @EricSchmidt151 says, “This is a small market opportunity for ivonescimab having its second line, EGFR-positive lung cancer, and really too small of a market to move the needle for the company. But what we wanted

@cngarabedian @t_lorriman @EricSchmidt151 @SamFazeli8 @bradloncar @daphnezohar @MatteisPaul @JMaraganore @ColonGraceE @LifeSciVC @TimOpler On $RVMD’s daraxonrasib in KRAS-mutant PDAC: @t_lorriman says, “They posted a response rate of 55% which is remarkable in a very challenging setting… We’re still waiting on PFS and duration of response, but certainly really impressive to see such a strong response rate posted.”

@cngarabedian @t_lorriman @EricSchmidt151 @SamFazeli8 @bradloncar @daphnezohar @MatteisPaul @JMaraganore @ColonGraceE @LifeSciVC @TimOpler On how pharma’s relationship with China impacts biotechs, @cngarabedian points out that “We as a sector, when the IPO window is open, we're all pretty happy, but when it's not, we have to rely on M&A and big pharma. For 20+ years, our sector has relied almost predominantly on

@cngarabedian @t_lorriman @EricSchmidt151 @SamFazeli8 @bradloncar @daphnezohar @MatteisPaul @JMaraganore @ColonGraceE @LifeSciVC @TimOpler .@SamFazeli8 adds to the China biotech conversation: “I also want to highlight that it's a disservice to patients if we block the entry of novel drugs. There's no rhyme or reason why the best drug for a disease has to be found in the U.S. or in Belgium or in France. Why is it not

@cngarabedian @t_lorriman @EricSchmidt151 @SamFazeli8 @bradloncar @daphnezohar @MatteisPaul @JMaraganore @ColonGraceE @LifeSciVC @TimOpler China’s data deals are back in the spotlight. A new NYT piece highlights rising scrutiny over Chinese access to U.S. datasets, just as the White House weighs tighter controls. @bradloncar explains the situation: “The gist is there's two warring factions. The whole like China

@cngarabedian @t_lorriman @EricSchmidt151 @SamFazeli8 @bradloncar @daphnezohar @MatteisPaul @JMaraganore @ColonGraceE @LifeSciVC @TimOpler On $TRML’s acquisition by $NVS, @EricSchmidt151 says, “Kudos to the team at $TRML who found this and developed it through to Phase 3 readiness for atherosclerotic disease, and this will likely go the way of SpringWorks or Cerevel...$NVS has been really keen and interested in

@cngarabedian @t_lorriman @EricSchmidt151 @SamFazeli8 @bradloncar @daphnezohar @MatteisPaul @JMaraganore @ColonGraceE @LifeSciVC @TimOpler .@bradloncar shares insights on market sentiment from his conversation with the head of banking from HC Wainwright: “He said that, for the last two years, our companies have been in survival mode, and now they're actually thriving. They're aggressive about [adding to their