Profile avatar
biotechcapitalist.bsky.social
33 posts 59 followers 10 following
Regular Contributor
Active Commenter
Posts 13 Comments 21

#wegovy is part of Medicare price negotiation list this year! This would be impossible without IRA, the first tiny step towards reasonable drug pricing the USA. Curious to see how Trump will react to it…

submitted 38 days ago • 0 comments

#UnitedHealth CEO played the blame game on why people are frustrated with HC. UnitedHealth is the 4th biggest company in Revenue in US (behind Apple), it controls 1 in 10 doctors in US and it has been accused of making patients look sick to get more money from Medicare? Sure it is else’s fault?

submitted 38 days ago • 0 comments

In the coming days we will watch in despair the #Senate hearing for RFK Jr. —a man whose biggest claim to fame is being related to the real JFK. He’s voiced concerns about the Polio vaccine among other insanities, but has he ever looked at the data? #Dems please do a better job on this hearing.

submitted 39 days ago • 0 comments

Sarepta presented at #JPM25 that most of it’s growth comes from ELEVIDYS, a drug that failed to show statistically significant results and is used in Children and costs $3M+! FDA is a gold standard agency, but letting such drugs in the market is a disservice to entire healthcare system.

submitted 40 days ago • 1 comment

h/t @karaswisher.bsky.social

submitted 41 days ago • 455 comments

Eli Lilly is asking gvt to pause drug price negotiation as it finds Trump gvt friendly to pharma. The drug price reform implemented under Biden is not perfect it is not even great, BUT, is a move in the right direction… … pausing it is just insane and Lilly should be an example for good, not this.

submitted 41 days ago • 0 comments

#Biotech will have a hard year ahead based on today’s employment data. Few sectors are so capital intensive in the early years in “bets” that takes decade+ to materialize… with the current environment in its 3rd year, Drug innovation will be impacted and that is bad for everyone

submitted 45 days ago • 0 comments

Unemployment at 4.1% in the last data release under Biden. Remember this number well, as it will just get worse from here - unfortunately. Lets brace the next 4 years… it will be a long long time…

submitted 45 days ago • 0 comments

Why invest in Biotech? This chart by Statnews explains the narrative. In 5 years, major companies (mostly Merck with Pembrolizumab) will face massive sales losses from Gx. Few investments are better than a cash-rich Pharma firm chasing the next big thing (and you are that potential next big thing)

submitted 46 days ago • 1 comment

Endpoints brought an article showing that the FDA allows US to have faster drug approval timelines compared to EU and JP markets. FDA manages to strike the fine line of keeping a Gold Standard without hampering innovation. I am curious to see how this will be in the new admin…

submitted 48 days ago • 0 comments

I thought my Country was bad, but we never elected a convicted felon… Unfortunately, it is going to get a lot worse before America gets back on track…

submitted 48 days ago • 0 comments

After years of delay, Novartis’ intrathecal Zolgensma hit its phase 3 goal, improving motor function in SMA Type 2 (ages 2–18). Novartis paid billions for AveXis—delays highlight the complexity of gene therapies. Hopefully, this positive news drives more investment in the space #genetherapies

submitted 49 days ago • 0 comments

2025 is set to sizzle in BioPharma. 🔥 Everyone’s talking about #CagriSema from #Novo 23% weight loss but the real game-changer may be Lilly’ Orforglipron. Why? It could deliver a 3-in-1 win—efficacy, tolerance, and oral delivery. 💊 If it does, Lilly might dominate the space. Let 2025 begin! 🚀

submitted 52 days ago • 0 comments