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🧬 Biopharma 𝕏 Weekly Recap 📝 Interesting posts/ppl to check out! 👇 BowTiedBiotech 🧪🔬🧬 🧬 FDA Cell & Gene Therapy Roundtable: A Story of Frustration, Urgency, and Hope 🧵 » x.com/BowTiedBiotech… Gene Investing w/Anthony 🧬 Interesting color by Jefferies 👀 $NTLA »

$MTSR updated slide deck. investors.metsera.com/static-files/3…

$KYMR slide deck from the STAT6 data read out. investors.kymeratx.com/static-files/7…

While many investors are all excited by therapies like Gene Therapy, Cell Therapy and Gene Editing, I am focused on bringing you companies that can make billions for investors by simple small molecule or biologics that can be very profitable. Some investors want to sound cool, I

When it comes to a drug being a big success for an invtestor, there are a lot of moving parts that contribute to its success. Fancy science is not enough. Things like patient population, pricing, competition, manufacturing, route of adiminstration, and acceptance by insurers play

Gene Editing is very exciting technology, but the big question should be safety. They are permanently altering the cells of a person. Any side effects will thus also be permanent. We already see spikes in liver enzymes with all these editing therapies. The big question will be,

Statistics show that 70% of patients prefer a once daily pill over any other type of route of administration.

I love biotech companies whose business and drugs are so simple they can use Commercial Research Organization (CRO's) to run their clinical trials for them. I also love when they use Commerical Manufacturing Organizations (CMO's) to manufacture their sales. Sure, it costs more,