Kazz🇨🇦 @KazzBio Twitter profile

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Kazz🇨🇦

@KazzBio

4 months

Today was my last day as a VC in a biotech fund. Learned a ton and very grateful for the experience. I was there in the gloomy 2022 when BD and liquidity was terrible and the booming 2023 with many strong exits. Now heading to a large pharma role, a dream of mine. God Bless!

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Kazz🇨🇦

@KazzBio

11 months

Predictions of What We Expect in 2024 in M&A pharmas expected to have “high” or “very high” M&A appetite in 2024. M&A interest is expected to be highest in cardiometabolic disease, immunology, oncology, genetic disease and neurologic diseases. From Stifel wowowow $XBI

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Kazz🇨🇦

@KazzBio

8 months

With 124 drugs in development, over 35% drugs are GIP/GLP glucagon receptor agonists and 46% are orals $XBI $LLY $NVO

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Kazz🇨🇦

@KazzBio

7 months

Major pharma patent expiries (yikes) fuelling M&A (yay) $XBi

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Kazz🇨🇦

@KazzBio

8 months

T-Cell Driven Autoimmunity Pipeline is Rich and Diverse Sanofi Has the Most Immunology Products in the Market and in Development by Far Source: Stifel research, DealForma, press releases Seriously cool chart, hat off!! $XBI

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Kazz🇨🇦

@KazzBio

10 months

$JNJ has 99B of firepower for M&A, most than any pharma by almost 2x the size. Key focus areas : Onco, Immuno, Neuro, CVM Size : 100M-50B Stage : Clinical #s source ; Stifel

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Kazz🇨🇦

@KazzBio

10 months

Recap of #JPM24 Day 1

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Kazz🇨🇦

@KazzBio

8 months

Curious about your indications' TAM? Take a look at this graph. Clearly easy to understand how $LLY $NVO and somewhat $AMGN are now trading at a huge premium.

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Kazz🇨🇦

@KazzBio

7 months

Top 25 pharma companies by size of pipeline

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Kazz🇨🇦

@KazzBio

10 months

Recap #JPM24 Day 2

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Kazz🇨🇦

@KazzBio

4 months

If you have 1 hour and want to know what is going on in the obesity landscape ---)

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Kazz🇨🇦

@KazzBio

8 months

Fibrosis Pipeline by Specific Targeted Disease Cool visualization $MDGL $CBAY $LLY $SNY $BMS $AKRO

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Kazz🇨🇦

@KazzBio

5 months

$BMY soon to be worth as much as they paid for celgene..

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Kazz🇨🇦

@KazzBio

8 months

$XBI If you owned any of these, you had a good previous week.

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Kazz🇨🇦

@KazzBio

9 months

Very interesting slide here imo! Demand surplus is huge for NDA ready dermatology , phase 2 metabolic, phase 1 oncology, marketed pain assets $XBI

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Kazz🇨🇦

@KazzBio

4 months

Stifel is really pointing out how biotech investing sucked in the last 3 years! $XBI $SPY

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Kazz🇨🇦

@KazzBio

10 months

JPM schedules

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Kazz🇨🇦

@KazzBio

10 months

Price of a monkey for clinical trial 2019 : 5 000$ Today : 55 000$ Good luck

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Kazz🇨🇦

@KazzBio

6 months

Big Pharma Cash Expected to Catalyze M&A and Strategic Collaborations in 2024 M&A firepower remains abundant for Big Pharma – There is currently ~$197B in their coffers $XBI

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Kazz🇨🇦

@KazzBio

9 months

He knows too much $XBI

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Kazz🇨🇦

@KazzBio

8 months

Bayer is now a $25B company. It acquired Monsanto for $63B 2018. M&A are hard.

Worst deal ever? Bayer's market cap now close to the total cost it paid for Monsanto

What does one of the worst corporate deals in modern history look like? In Bayer’s Monsanto takeover, it means the value of an entire company has gone poof. | What does one of the worst corporate...

www.fiercepharma.com

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Kazz🇨🇦

@KazzBio

10 months

No matter how you see it. $BMY is now forced to buy as many biotech as their balance sheet allows. New products are not competitive at all. Quickly Abecma can’t compete against $JNJ. Maca is now worth a lot less maybe 4.5-5.5B vs 13B before. Sotyktu meh. BMY is in a though spot

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Kazz🇨🇦

@KazzBio

9 months

Forty-Three Specialist Investors Have Made $19.6 Billion in Proceeds from Pharma M&A Deals Since November 30, 2023 Source : Stifel

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Kazz🇨🇦

@KazzBio

8 months

By 2030, - 190 drugs are going generics - 46% in revenue decline for the world largest pharmas - $59B in sales at risk Some pharmas don't have much to offer in the pipeline to generate that kind of revenue. $XBI

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Kazz🇨🇦

@KazzBio

10 months

Over $500 Billion of M&A Firepower at Top 16 Pharmas You can't tell that we aren't going to see some fireworks in 2024 regarding M&A. $XBI

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Kazz🇨🇦

@KazzBio

1 year

Roughly Half of ADCs and Engagers Concentrated in Top 17 (of 104) Targets Locus of Opportunity: Less Crowded Targets Where Datasets are Good or Very Good

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Kazz🇨🇦

@KazzBio

6 months

Big Pharma and AI

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Kazz🇨🇦

@KazzBio

5 months

$VKTX is like your ex toxic gf that keeps abusing you but you keep coming back

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Kazz🇨🇦

@KazzBio

4 months

Had a discussing with a Sr director at a mid size public biotech. It's so funny that they actually read what you guys are posting on X/Twitter under their ticker symbol. Also noteworthy, the tv doesn't display the stock symbol during the day when the stock is down more than 5%

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Kazz🇨🇦

@KazzBio

9 months

Pharma's licensing trends reveal evolving interests. From 2008-2012 to 2022-2024, a shift is evident - AI, ADCs, RNA, radiopharma, and cell therapy are on the rise, while small molecules and peptides decline. Noteworthy is the relative decrease in interest in antibodies.

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Kazz🇨🇦

@KazzBio

8 months

Very nice slide from Stifel on $AMGN 133 Don't forget $LLY and $AMGN management comments at each other last week during the conference call.

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Kazz🇨🇦

@KazzBio

10 months

1.37T in firepower, more than 2014 2014 was one of the best year for M&A in biotech Why? 147B of sales at risk from 2010 to 2016 in LOEs. 2014 saw $317B/400 transactions in M&A. Take a guess how much is at risk from today to 2030? Keytruda itself is +30B,Eliquis easily +15B $XBI

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Kazz🇨🇦

@KazzBio

9 months

Ok enough meme for today

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Kazz🇨🇦

@KazzBio

8 months

Top companies and drugs by sales in 2023 Jeez $PFE

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Kazz🇨🇦

@KazzBio

10 months

Recap #JPM24 Day 3

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Kazz🇨🇦

@KazzBio

4 months

One of the best rule about investing in biotech is still don't buy hoping for a M&A. $XBI $CYTK $VKTX

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Kazz🇨🇦

@KazzBio

6 months

Welcome to biotech investing 🔥🔥🔥 $CTMX

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Kazz🇨🇦

@KazzBio

5 months

Bain Capital, RTW and Atlas Venture backed new obesity co $VKTX

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Kazz🇨🇦

@KazzBio

9 months

Syneos with a great survey regarding dealmakers intention for 2024 And my favorite ; what's one the dealmakers' radars ADC,ML,cancer vaccines are top 3

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Kazz🇨🇦

@KazzBio

9 months

$MOR $NVS $CYTK Novartis $NVS in advanced discussions to acquire Morphosys $MOR -- Reuters

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Kazz🇨🇦

@KazzBio

5 months

Y'all talking about $GME going +40% to -20% in after market. I saw a biotech going +200% to -60% in 2 hours. $XBI

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Kazz🇨🇦

@KazzBio

9 months

The 1st iPhone development cost was $150M,with decreasing costs for later generations. In drug development, the average expense is over $1.5B per drug (including failure),consistent for both first and second generations.Your cost are always fixed despite the previous investment.

Biotech Investor

@learnbiotech

9 months

Investors shouldn't forget that #biotech & healthcare are small compared to #tech Enterprise values: Global biotech (ALL): $233bn Top 5 HC: $2,200bn Top 5 Tech: $10,700bn Even though HC is >20% of US GDP vs 7% for tech #learnbiotechinvesting #investing #BiotechPrometheus

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Kazz🇨🇦

@KazzBio

11 months

Record Number of Biopharma Companies Exploring Strategic Options there are 47 biopharma companies that have indicated that they are exploring strategic alternatives or are going through an sale process for assets via a bankruptcy or liquidation. This is an all-time record.

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Kazz🇨🇦

@KazzBio

9 months

We are so back $XBI

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Kazz🇨🇦

@KazzBio

1 year

Name the pharma

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Kazz🇨🇦

@KazzBio

9 months

$ABBV comment on M&A Immuno : new mechanisms of action / + if combinaison Onco : solid tumor major focus/ bispecific,multi-specific, car-t via partnership ( Big push in the field from them) Neuro : migraine and neurodegeneration, many assets in PD and AD and much more via Cerevel

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Kazz🇨🇦

@KazzBio

10 months

Boehringer Ingelheim which is private and family owned is doing better (imo) than many large pharma publicly traded. BI did 24.15B in net sales in 2022 up 17% from 2021 Spent 5B in R&D (all euro, EUR/USD: 1.10) Probably one of the most diverse and promising pipeline (see photos)

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Kazz🇨🇦

@KazzBio

9 months

Abbvie raised guidance of both rinvoq and skyrizi at over $27B by 2027. Humira peaked at $21.23B in 2022. Job well done by the management to deal with such big LOE from Humira

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Kazz🇨🇦

@KazzBio

10 months

$PFE not a top 10!! 1. $LLY no surprise 2. $NVO neither 3. $JNJ neither 4. $ABBV Pretty cool for a "young" large pharma 5. $MRK great 6. $RHHBY great 7. $AZN amazing, still it's one of the best positioned 8. $TMO Great co 9. $NVS love them 10. $ABT surprising with the GLP1 saga

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Kazz🇨🇦

@KazzBio

10 months

#JPM24 Day 4

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Kazz🇨🇦

@KazzBio

7 months

World top 10 countries with the most active clinical trials. Surprised to see Canada here tbh. USA top 1 by a large margin.

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Kazz🇨🇦

@KazzBio

1 year

🧬 The Hub-and-Spoke Model A Growing Trend in Biopharma 💼🌱 Emerging as a game-changer, the hub-and-spoke model in biopharma offers fresh funding avenues. 📈 Companies centralize control while subsidiaries focus on assets. 🏢⚙️ Learn more about this evolving strategy!

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Kazz🇨🇦

@KazzBio

10 months

Key Biopharma Themes for 2024 Big focus on major diseases Cardiology heats up, tackling unmet needs Respiratory diseases grow Neuro breakthroughs, especially in psych and PD ADCs shine, less interest in immune cell engagers AI transforms health systems $XBI $LABU $IWM

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Kazz🇨🇦

@KazzBio

9 months

$NVS CEO just said M&A size is $5B and less 👀 $CYTK 👀

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Kazz🇨🇦

@KazzBio

9 months

$LLY now over $660B in market cap is bigger than $TSLA ($550B MC).

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Kazz🇨🇦

@KazzBio

11 months

WIth a large focus shifting back on gene,cell and RNA therapies it might be time to look at where we are now. $CRSP $NTLA $BEAM $PRME $VERV $ALNY $EDIT $CRBU $BLUE $MRNA $ARWR $IONS $SPRT A long 🧵

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Kazz🇨🇦

@KazzBio

5 months

Pretty cool illustration for delivery modalities regarding gene therapies Source : william blair

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Kazz🇨🇦

@KazzBio

9 months

$LLY on $AMGN obesity drug

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Kazz🇨🇦

@KazzBio

9 months

Interesting slide from IQVIA Discussing about - Deal capacity -Growth gap -Supply side -new threats to growth -FOMO -Renaissance of high prevalence conditions

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Kazz🇨🇦

@KazzBio

8 months

$PFE's revenue from oncology products currently derives 94% from small molecules. They aim to reduce this figure to 35% by 2030. This transition will involve the adoption of ADCs, new indications for current bispecifics, and the development of next-generation complex biologics.

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Kazz🇨🇦

@KazzBio

9 months

I'm so fascinated by $amgn. A biotech company that IPOed in the 80's, returned 181,000% since then and is now worth 1.64x $BMY. For contrast, $BMY IPOed at the same time and returned 861% since then but always been considered as a giant and a powerhouse!

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Kazz🇨🇦

@KazzBio

1 year

The $XBI was down against last week. The XBI is now down 22.7% for the year. The bear market in biotech has continued due to continued concerns regarding inflation and rates. When 0?

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Kazz🇨🇦

@KazzBio

9 months

AI & Biotech Looking for someone imput. From my perspective, AI is only as good as the data set. So the real value lays in data. Looking into clinical trials, post commercialization data etc, how can we tap into this valuable data while respecting patient confidentiality?

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Kazz🇨🇦

@KazzBio

1 year

$XBI "The count of negative EV life sciences companies worldwide rose from 214 a week ago to 223 last Friday. The number of global biotechs worth $100mm or less rose quite a lot last week. At no point in this cycle have there been more companies worth $100mm or less"

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Kazz🇨🇦

@KazzBio

10 months

NOVARTIS WILL CONTINUE TO LOOK AT SUB-$2 BILLION DEALS: CEO $NVS

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Kazz🇨🇦

@KazzBio

10 months

$NVS CEO saying "yeahh we looking for sub 2B M&A" then buy out a +10B biotech that was left dead since 2004

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Kazz🇨🇦

@KazzBio

11 months

M&A time

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Kazz🇨🇦

@KazzBio

10 months

$BMY I swear i love bms

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Kazz🇨🇦

@KazzBio

1 year

Biotech Bankruptcies Skyrocket This year has seen a record high 28 biotech bankruptcies so far, SEC filings show. And more will come by year’s end, according to James Cassel, chairman and co -founder of Miami -based investment banking firm Cassel Salpeter & Co. $XBI

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Kazz🇨🇦

@KazzBio

9 months

Nice figure from SVB regarding biopharma IPO backlog 80% of companies that did LIPO deads in H2'21 have yet to IPO!! Assuming they are still operating and decided to do a downround in 2022, we might see an new wave of biotech hitting the public market!

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Kazz🇨🇦

@KazzBio

5 months

Short Interest of Life Sciences Companies at a High Point. Interesting list of name for the incoming CPI..

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Kazz🇨🇦

@KazzBio

10 months

$CYTK *NOVARTIS IN ADVANCED TALKS TO BUY CYTOKINETICS: WSJ $NVS

Kazz🇨🇦

@KazzBio

10 months

I see many being disappointed by $CYTK today regarding having no buyout news. The results of Aficamten were presented less than 2 weeks ago. Meaning they were probably mature 1.5 month ago (guess). IMO on average a deal takes 3-4 months, maybe 2 if things are rushed. 1/2

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Kazz🇨🇦

@KazzBio

9 months

Good morning $LLY $MDGL $AKRO $ETNB

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Kazz🇨🇦

@KazzBio

10 months

JPM24 #JPM24 Someone sent me this. I don't think it's the full list but still helpful.

Kazz🇨🇦

@KazzBio

10 months

JPM schedules

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Kazz🇨🇦

@KazzBio

9 months

Didn't realized that many gene therapy companies stock pulled back this much this year!! $CRSP $NTLA $EDIT $PRME $VERV $BEAM $CRBU $BLUE

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Kazz🇨🇦

@KazzBio

10 months

Worst and best biotech stock performance for 2023. *Not counting those that went BK *Some are missing *Etc $XBI $LABU

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Kazz🇨🇦

@KazzBio

6 months

Huge if true

Jerry Capital

@JerryCap

6 months

"AI-discovered molecules can have an 80–90% success rate in Phase 1 clinical studies, a group of researchers from Boston Consulting Group said in a recent peer-reviewed article in the journal Drug Discovery Today."

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Kazz🇨🇦

@KazzBio

9 months

Might be me, but i feel like all the excitation and optimism that was present during the JPM24 is now gone. Mood is the same as when the $XBI was at 65. Anyone else?

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Kazz🇨🇦

@KazzBio

9 months

Good read on why the upside in sales for CAR-T is limited and might be linked to US investment in treatment infrastructures. Important for $LGN $GILD $BMY $JNJ

CAR-T hype faces infrastructure reality check

Since the FDA approved the first CAR-T therapy back in August 2017, high prices, small patients pools and limited manufacturing capacity have at times hindered these cell-based treatments. As...

www.fiercepharma.com

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Kazz🇨🇦

@KazzBio

10 months

What We Expect to See in 2024 by Pharma Company 12 pharmas expected to have “high” or “very high” M&A appetite in 2024. $XBI

Kazz🇨🇦

@KazzBio

10 months

Predictions of What We Expect in M&A in 2024 High volume in Cardiometabolic Disease, Immunology, and Targeted Oncology. Medium activity in Genetic, Psych, Neuro Therapeutics, targeting breakthroughs and late-stage assets. $XBI

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Kazz🇨🇦

@KazzBio

3 months

Physicians are referring ADC as “fancy chemo”. Not 100% wrong or right, but interesting to see that they are not that impressed by this new modality.

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Kazz🇨🇦

@KazzBio

1 year

Fraction of New Drug Approvals in 2015 to 2021 That Were Internally Invented Only 28% of Big Pharma’s Drugs Approvals in the 2015-2021 Period Came From Internal R&D Well if R&D isn't efficient.. maybe go Valeant style M&A ? ( joke..or)

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Kazz🇨🇦

@KazzBio

8 months

$PFE being at the same price it was in 98. Looking into other large pharma that were public and considered large at that time, the chart is very different, many are up XXX%. Is it the pharma business or is it pfizer? Just an interesting observation

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Kazz🇨🇦

@KazzBio

6 months

Keytruda up 20% are you kidding me $mrk

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Kazz🇨🇦

@KazzBio

7 months

Kazz🇨🇦

@KazzBio

7 months

Such a weird dynamic right now in biotech. Drugmakers raised $6.8 billion in venture capital funding during the first three months of the year, nearly $1 billion more than the most active quarter in 2023, but public market is overall terrible. Xbi flat, many looking to sale

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Kazz🇨🇦

@KazzBio

10 months

Crazy how the mood changes quickly with biotech!I could swear that everyone was happy and confident on Monday and today i can tell that folks don’t look so good You wanna know the secret of happiness? It’s 1/E ,E as expectations. The lower your expectations the happier u are $XBI

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Kazz🇨🇦

@KazzBio

8 months

52 weeks high on the $XBI even if it doesn't feel like it

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Kazz🇨🇦

@KazzBio

10 months

JPM Preview report #JPM24 $AZN AstraZeneca had a strong 2023 with a stable financial performance, boasting 15–16% growth in revenue and product sales from Q1 to Q3. Multiple US approvals for drugs like Airsupra, Beyfortus, and Truqap contributed to this success. .

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Kazz🇨🇦

@KazzBio

10 months

I see many being disappointed by $CYTK today regarding having no buyout news. The results of Aficamten were presented less than 2 weeks ago. Meaning they were probably mature 1.5 month ago (guess). IMO on average a deal takes 3-4 months, maybe 2 if things are rushed. 1/2

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Kazz🇨🇦

@KazzBio

9 months

Pretty wild quote here from $BMY CEO, Chris Boerner. 2026 = Max pain 2028 = Back to Growth "However, the late-decade return-to-growth phase is less appreciated externally, including a number of important products that are not fully appreciated in consensus models today."

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Kazz🇨🇦

@KazzBio

9 months

VC appetit is diminished in the USA, stable in europe and UK for biopharma. Biggest decline in dx/tools with -42% YoY $ -25% for biopharma and device. Healthtech is -33%.

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Kazz🇨🇦

@KazzBio

1 year

Current mood in the $XBI : "Generalists are leaving the market, and long-only funds are struggling. Positive trial outcomes no longer guarantee a significant upside, while bad news severely impacts stock prices, indicating an imbalance between event traders and fundamentalists."

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Kazz🇨🇦

@KazzBio

11 months

Biotech Deals Are Heating Up. Why 2024 Could Be Even Hotter for M&A. $XBI

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Kazz🇨🇦

@KazzBio

10 months

Wellsfargo top biotech pic $RAPT $IONS $IOVA $EDIT $BEAM $RNA $ARCT

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Kazz🇨🇦

@KazzBio

5 months

There is an ozempic ETF $OZEM NFA

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Kazz🇨🇦

@KazzBio

10 months

It’s starting

Bull Bear Bres|nahan

@BullBearBres

10 months

$VRTX 🇺🇸 Vertex Provides Pipeline and Business Updates in Advance of Upcoming Investor Meetings

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Kazz🇨🇦

@KazzBio

3 months

$BMY Still looking for "bolt-on" deals and partnership. Focused on what they bought recently, need to focus on KarTx's lauch. Focused on their respective TA, but door not closed for obesity.

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Kazz🇨🇦

@KazzBio

1 year

I swear everything $LLY touches RN is turning into gold Good for $VERV holders

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Kazz🇨🇦

@KazzBio

1 year

$XBI new meme just dropped (like the share price)

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Kazz🇨🇦

@KazzBio

1 year

Last week saw the top 20 pharmas lose $145 billion in value. Compare this to a total value loss in 2023 YTD of $190 billion. Only two companies went up in value last week. These were CSL and Merck. Guys take look at mid-small cap next time lmao

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