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At BCAUSEICAN, we’re committed to making sure students from all backgrounds have the opportunity to explore coding, AI, and digital skills that prepare them for tomorrow’s careers.

Education opens doors and we’re proud to help unlock them.

#localtome #fyp #technology #bcic #education

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#bcic #bostoncapitalinvestmentclub #oncology #marketanalysis #biotech #nec #cancerresearch #healthcaretrends #pharmastrategy #precisionmedicine | Boston Capital Investment Club Market Expansion Alert: The Neuroendocrine Carcinoma (NEC) Landscape Through 2036 A new report from DelveInsight highlights a significant growth trajectory for the Neuroendocrine Carcinoma (NEC) mar...

A new report from Delvelnsight highlights a significant growth trajectory for the Neuroendocrine Carcinoma (NEC) market across the US, Europe, and Japan. As we look toward 2036, the "stagnant" era of NEC treatment is officially coming to an end.

#BCIC #Oncology
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#bcic #bostoncapitalinvestmentclub #biopharma #investing #cardiotwitter #markettrends #esperion #medicalinnovation #chf #pharmastrategy | Boston Capital Investment Club Esperion & Corstasis: A "Show Me" Story in the Cardiovascular Space? Esperion just announced the acquisition of Corstasis Therapeutics, securing the rights to the first-ever nasal spray diuretic, En...

Esperion & Corstasis: A "Show Me" Story in the Cardiovascular Space?

Esperion just announced the acquisition of Corstasis Therapeutics, securing the rights to the first-ever nasal spray diuretic, Enbumyst.

www.linkedin.com/posts/boston...
#BCIC #Bostoncapitalinvestmentclub #Biopharma

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BCP Investment Corporation Announces Fourth Quarter and Full Year 2025 Financial Results BCP Investment Corporation (NASDAQ: BCIC) reported fourth-quarter and full-year 2025 results and announced distribution and capital actions. Key 2025 milestones included the merger with Logan Ridge, rebranding, issuance of $110 million of notes, redemption of 2026 notes, a $7.6M tender repurchase, and total 2025 distributions of $1.97 per share.BCIC declared a quarterly base distribution of $0.32 and will transition to monthly base distributions of $0.09 beginning April 2026, with potential quarterly supplemental distributions.

#BCIC BCP Investment Corporation Announces Fourth Quarter and Full Year 2025 Financial Results

www.stocktitan.net/news/BCIC/bcp-investment...

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Gilead Sciences Acquires Arcellx for $7.8B in Cell Therapy Push | Boston Capital Investment Club posted on the topic | LinkedIn Gilead Sciences Doubles Down on Cell Therapy with Arcellx Deal Gilead Sciences has announced plans to acquire Arcellx in a deal valued at up to $7.8B, reinforcing its long-term commitment to oncology...

Gilead Sciences Doubles Down on Cell Therapy with Arcellx Deal

Gilead Sciences has announced plans to acquire Arcellx in a deal valued at up to $7.8B, reinforcing its long-term commitment to oncology and next-generation CAR-T therapies.
#BCIC #Biotech #Biopharma
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Protagonist Therapeutics Restructures Takeda Partnership for Rusfertide | Boston Capital Investment Club posted on the topic | LinkedIn Major BD Reset: Protagonist Therapeutics Restructures Takeda Partnership Around Rusfertide A significant partnership restructuring has just taken place in the hematology space. Protagonist Therapeuti...

Major BD Reset: Protagonist Therapeutics Restructures Takeda Partnership Around Rusfertide

A significant partnership restructuring has just taken place in the hematology space.

www.linkedin.com/posts/boston...
#BCIC #Biotech #Takeda #ProtagonistTherapeutics #Rusfertide #Hematology #PharmaDeals

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AI is powerful.
But so are scammers.
Being “good with technology” does not just mean knowing how to use apps.
It means knowing how to protect yourself online.

Staying safe is a skill.
And skills can be learned.
Learn about our tech education: Bcauseican.net

#tech #technology #maryland #bcic

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AI is transforming how we live, learn, and work. But understanding AI is not just about technology, its also about responsibility. Our students learn how AI impacts real people by exploring fairness, privacy, bias, and responsible technology use.
#bcic #currentevents #nonprofit #AI #technology

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Access shouldn’t decide opportunity.
While 43% of low-poverty districts provide AI training, only 6% of high-poverty districts do.

At BCAUSEICAN, we’re changing that!
Learn more: Bcauseican.net

#bcic #currentevents #nonprofit #education #artificial ##technology #localtome #AI

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The Beacon trial is notable for a few reasons. First, it’s the first industry-sponsored, placebo-controlled study to deliver a clearly positive readout in CS. Second, the magnitude and speed of response stood out.

At 16 weeks, patients receiving brepocitinib 45 mg saw a 22.3-point mean improvement on the CSAMI-A score versus just 0.7 points on placebo, with statistically significant separation as early as Week 4. Every patient in the 45-mg arm achieved a clinically meaningful ≥10-point improvement. For context, CSAMI-A ranges from 0 to 165 and captures both disease activity and lesion severity.

On the Investigator’s Global Assessment, 69% of patients on 45 mg improved by at least two points to a score of clear or almost clear—another strong signal in a disease where disfiguring skin lesions can drive real psychosocial burden.

Even the lower 15-mg dose showed meaningful improvement, while placebo patients saw minimal benefit, reinforcing a clear drug effect and dose response.

Analysts have called the data “exceptional,” and clinicians involved described it as a “watershed moment” for a historically neglected disease. Proivant plans to move into Phase 3 after FDA discussions later this year.

With prior Phase 3 success in dermatomyositis and ongoing development in noninfectious uveitis, brepocitinib is quietly shaping up to be a very important asset in immune-mediated inflammatory disease.

Curious to see how regulators view the Phase 2 package—and whether CS could become another meaningful label expansion down the line.

The Beacon trial is notable for a few reasons. First, it’s the first industry-sponsored, placebo-controlled study to deliver a clearly positive readout in CS. Second, the magnitude and speed of response stood out. At 16 weeks, patients receiving brepocitinib 45 mg saw a 22.3-point mean improvement on the CSAMI-A score versus just 0.7 points on placebo, with statistically significant separation as early as Week 4. Every patient in the 45-mg arm achieved a clinically meaningful ≥10-point improvement. For context, CSAMI-A ranges from 0 to 165 and captures both disease activity and lesion severity. On the Investigator’s Global Assessment, 69% of patients on 45 mg improved by at least two points to a score of clear or almost clear—another strong signal in a disease where disfiguring skin lesions can drive real psychosocial burden. Even the lower 15-mg dose showed meaningful improvement, while placebo patients saw minimal benefit, reinforcing a clear drug effect and dose response. Analysts have called the data “exceptional,” and clinicians involved described it as a “watershed moment” for a historically neglected disease. Proivant plans to move into Phase 3 after FDA discussions later this year. With prior Phase 3 success in dermatomyositis and ongoing development in noninfectious uveitis, brepocitinib is quietly shaping up to be a very important asset in immune-mediated inflammatory disease. Curious to see how regulators view the Phase 2 package—and whether CS could become another meaningful label expansion down the line.

Proivant Therapeutics just reported very strong Phase 2 data for brepocitinib in cutaneous sarcoidosis (CS)—a condition with no FDA-approved treatments and limited off-label options today.

#BCIC #cutaneous #sarcoidosis

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Deal highlights:

· $75M upfront payment
· Up to $313M in regulatory and sales milestones
· Tiered royalties on net sales

JP Eisai Co., Ltd. gains rights to develop, manufacture, and commercialize the drug in Japan. Serpulimab (marketed as Hansizhuang in China and Hetronifly® in the EU) is already approved in China and Europe for lung cancer indications and generated ~RMB 600M in sales in H1 2025.

This deal underscores:

1. Continued global expansion of China-origin biologics
2. Strong Japanese demand for de-risked, late-stage oncology assets
3. Cross-border licensing as a key growth lever in immuno-oncology

Another sign that high-quality Chinese biologics are becoming integral players in global pharma pipelines.

Deal highlights: · $75M upfront payment · Up to $313M in regulatory and sales milestones · Tiered royalties on net sales JP Eisai Co., Ltd. gains rights to develop, manufacture, and commercialize the drug in Japan. Serpulimab (marketed as Hansizhuang in China and Hetronifly® in the EU) is already approved in China and Europe for lung cancer indications and generated ~RMB 600M in sales in H1 2025. This deal underscores: 1. Continued global expansion of China-origin biologics 2. Strong Japanese demand for de-risked, late-stage oncology assets 3. Cross-border licensing as a key growth lever in immuno-oncology Another sign that high-quality Chinese biologics are becoming integral players in global pharma pipelines.

Eisai Co., Ltd. signs Japan licensing deal with Shanghai Henlius Biotech.

Japan’s Eisai Co., Ltd. has entered an exclusive licensing agreement with Shanghai Henlius Biotech to develop and commercialize serpulimab, an anti-PD-1 monoclonal antibody, in Japan.
#BCIC #Biotech #Oncology

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🔬At a glance

800+ clinical professionals  
200+ international clients  
Global presence across China, the U.S., Australia  

🔬Core expertise

Phase I–III clinical trial execution  
IITs as a complementary and flexible development strategy  
Full clinical services: Regulatory, Medical, Clinical Ops, DM, Statistics, PV  
Strong experience in oncology, autoimmune, CNS, ophthalmology, metabolic & infectious diseases, including cell & gene therapies (ex vivo & in vivo CAR-T)  

🌐Why China. Why PanaCRO.  
China offers unique advantages in patient access, enrollment speed, and site maturity—and PanaCRO brings the local execution strength and global-standard rigor needed to run complex trials with confidence.

With trusted partners like PanaCRO joining the BCIC ecosystem, we continue to expand not only clinical development capabilities for innovators but also the capital, visibility, and strategic resources that help early-stage biotech companies scale globally.

🎉If you’re building the next breakthrough therapy, this is exactly the type of ecosystem designed to support you.

The 2026 Biomedical Pitch Competition has been open for registration.  
Don’t miss your chance to gain the visibility and support needed to scale your breakthrough.

Register now:(https://lnkd.in/ePTt9247)

Also our upcoming webinar: Unlocking Pre-IPO Investing: Democratizing Access to High-Growth Private Equity

Date: February 12, 2026 (Thursday)  
Time: 7:00 PM – 8:15 PM EST  
Format: Virtual Only (Zoom Webinar)

Register Here: (https://lnkd.in/eiemMvQt)

Don’t miss this opportunity to explore the next paradigm of private equity investment!

🔬At a glance 800+ clinical professionals 200+ international clients Global presence across China, the U.S., Australia 🔬Core expertise Phase I–III clinical trial execution IITs as a complementary and flexible development strategy Full clinical services: Regulatory, Medical, Clinical Ops, DM, Statistics, PV Strong experience in oncology, autoimmune, CNS, ophthalmology, metabolic & infectious diseases, including cell & gene therapies (ex vivo & in vivo CAR-T) 🌐Why China. Why PanaCRO. China offers unique advantages in patient access, enrollment speed, and site maturity—and PanaCRO brings the local execution strength and global-standard rigor needed to run complex trials with confidence. With trusted partners like PanaCRO joining the BCIC ecosystem, we continue to expand not only clinical development capabilities for innovators but also the capital, visibility, and strategic resources that help early-stage biotech companies scale globally. 🎉If you’re building the next breakthrough therapy, this is exactly the type of ecosystem designed to support you. The 2026 Biomedical Pitch Competition has been open for registration. Don’t miss your chance to gain the visibility and support needed to scale your breakthrough. Register now:(https://lnkd.in/ePTt9247) Also our upcoming webinar: Unlocking Pre-IPO Investing: Democratizing Access to High-Growth Private Equity Date: February 12, 2026 (Thursday) Time: 7:00 PM – 8:15 PM EST Format: Virtual Only (Zoom Webinar) Register Here: (https://lnkd.in/eiemMvQt) Don’t miss this opportunity to explore the next paradigm of private equity investment!

A trusted China clinical development partner joins the Boston Capital Investment Club ecosystem! 🎉

We’re excited to introduce PanaCRO, a full-service clinical CRO and long-term clinical development partner in China.

#Biotech #Startups #CRO #VentureCapital #Biomedical #PitchCompetition #BCIC

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We had the pleasure of partnering with UMD to teach an intergenerational course where senior citizens and undergraduates learned with and from each other. The curiosity, stories, and insights shared across generations made this experience truly special.

#bcic #currentevents #nonprofit #education

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Our RISE program equips students with real-world tech skills, including coding.
These students aren’t just learning technology, they’re preparing for future careers in AI, cybersecurity, and beyond.
Learn more about #whatwedo ⏩️ Bcauseican.net

#bcic #currentevents #nonprofit #coding

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By some estimates, presbyopia affects 128M people in the U.S. and nearly 2B worldwide. It’s not a disease, but an inevitable part of aging: as we get older, the eye’s lens stiffens, making it harder to focus on close-up objects. For decades, the fix has been simple: reading glasses, contacts, or bifocals.

That’s starting to change.

In recent years, companies like AbbVie (Vuity), LENZ Therapeutics (Vizz), and Orasis Pharmaceuticals (Qlosi) have launched eye drops that temporarily improve near vision by shrinking the pupil. These drops kick in within ~15–30 minutes and last a few hours, offering a glasses-free option for part of the day.

Now, Tenpoint Therapeutics, Ltd. newly approved Yuvezzi may raise the bar.

Yuvezzi is the first dual-agent presbyopia drop, combining carbachol and brimonidine tartrate. Together, they constrict the pupil and help prevent it from dilating again, extending the duration of effect. One component also reduces eye redness—an issue seen with earlier drops.

Yuvezzi starts working in about 30 minutes and can last up to 10 hours, potentially covering an entire workday. FDA clearance was supported by two Phase 3 trials, showing stronger efficacy than the individual components alone, with relatively low redness rates (~3%).

Yuvezzi’s path to market is also notable. Tenpoint Therapeutics, Ltd. emerged in 2023 focused on cell-based vision restoration, raised $70M in Series A, then merged with Visus Therapeutics in 2024, bringing Yuvezzi to the front of its pipeline. Its approval now aligns with a new Series B raise, setting the stage for a commercial launch.

For a massive, aging population, presbyopia drops are moving from novelty to mainstream and Yuvezzi could mark a meaningful next step in that evolution.

By some estimates, presbyopia affects 128M people in the U.S. and nearly 2B worldwide. It’s not a disease, but an inevitable part of aging: as we get older, the eye’s lens stiffens, making it harder to focus on close-up objects. For decades, the fix has been simple: reading glasses, contacts, or bifocals. That’s starting to change. In recent years, companies like AbbVie (Vuity), LENZ Therapeutics (Vizz), and Orasis Pharmaceuticals (Qlosi) have launched eye drops that temporarily improve near vision by shrinking the pupil. These drops kick in within ~15–30 minutes and last a few hours, offering a glasses-free option for part of the day. Now, Tenpoint Therapeutics, Ltd. newly approved Yuvezzi may raise the bar. Yuvezzi is the first dual-agent presbyopia drop, combining carbachol and brimonidine tartrate. Together, they constrict the pupil and help prevent it from dilating again, extending the duration of effect. One component also reduces eye redness—an issue seen with earlier drops. Yuvezzi starts working in about 30 minutes and can last up to 10 hours, potentially covering an entire workday. FDA clearance was supported by two Phase 3 trials, showing stronger efficacy than the individual components alone, with relatively low redness rates (~3%). Yuvezzi’s path to market is also notable. Tenpoint Therapeutics, Ltd. emerged in 2023 focused on cell-based vision restoration, raised $70M in Series A, then merged with Visus Therapeutics in 2024, bringing Yuvezzi to the front of its pipeline. Its approval now aligns with a new Series B raise, setting the stage for a commercial launch. For a massive, aging population, presbyopia drops are moving from novelty to mainstream and Yuvezzi could mark a meaningful next step in that evolution.

In recent years, companies like AbbVie (Vuity), LENZ Therapeutics (Vizz), and Orasis Pharmaceuticals (Qlosi) have launched eye drops that temporarily improve near vision by shrinking the pupil. These drops kick in within ~15–30 minutes, offering a glasses-free option for part of the day.
#BCIC

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诺和诺德 scored a major win. Semaglutide has been recommended for conditional approval in Europe to treat non-cirrhotic metabolic dysfunction-associated steatohepatitis MASH (a severe liver disease).

Interestingly, it won’t be branded as Wegovy — instead, it’ll launch under a new name: Kayshild. This mirrors the FDA’s recent conditional approval and reinforces how GLP-1s are expanding beyond diabetes and obesity into harder-to-treat metabolic diseases.

Rare disease and oncology saw meaningful progress. 优时比’s Kygevvi received a positive opinion under “exceptional circumstances,” potentially becoming the first treatment for TK2 deficiency. Incyte’s Zynzy could become Europe’s first immunotherapy for anal squamous cell carcinoma — a new standard of care if approved.

Overall, this CHMP cycle shows how regulators are balancing innovation, unmet need, and data integrity approving boldly where evidence supports it, and slowing down when questions remain. All decisions now head to the European Commission for final approval.

诺和诺德 scored a major win. Semaglutide has been recommended for conditional approval in Europe to treat non-cirrhotic metabolic dysfunction-associated steatohepatitis MASH (a severe liver disease). Interestingly, it won’t be branded as Wegovy — instead, it’ll launch under a new name: Kayshild. This mirrors the FDA’s recent conditional approval and reinforces how GLP-1s are expanding beyond diabetes and obesity into harder-to-treat metabolic diseases. Rare disease and oncology saw meaningful progress. 优时比’s Kygevvi received a positive opinion under “exceptional circumstances,” potentially becoming the first treatment for TK2 deficiency. Incyte’s Zynzy could become Europe’s first immunotherapy for anal squamous cell carcinoma — a new standard of care if approved. Overall, this CHMP cycle shows how regulators are balancing innovation, unmet need, and data integrity approving boldly where evidence supports it, and slowing down when questions remain. All decisions now head to the European Commission for final approval.

Big week for Europe’s drug regulators!

The European Medicines Agency’s CHMP just released a new round of recommendations, and they highlight both momentum and caution across pharma.

#BCIC #Oncology #MASH #RareDisease #EU

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The agreement includes an $85 M upfront investment and up to $1.84 B in milestone and commercial payments, with tiered royalties on potential future sales.

This partnership gives 礼来 access to Repertoire Immune Medicines proprietary DECODE platform, which maps T-cell interactions to unlock precision immune-modulating treatments aimed at restoring immune balance without broad suppression. Initially, Repertoire will lead early discovery, with Lilly taking over clinical development, regulatory strategy, and commercialization.

Following recent immunology deals, this collaboration underscores Lilly’s commitment to diversifying beyond its established diabetes and obesity portfolio and to advancing innovative solutions for patients living with autoimmune conditions.

The agreement includes an $85 M upfront investment and up to $1.84 B in milestone and commercial payments, with tiered royalties on potential future sales. This partnership gives 礼来 access to Repertoire Immune Medicines proprietary DECODE platform, which maps T-cell interactions to unlock precision immune-modulating treatments aimed at restoring immune balance without broad suppression. Initially, Repertoire will lead early discovery, with Lilly taking over clinical development, regulatory strategy, and commercialization. Following recent immunology deals, this collaboration underscores Lilly’s commitment to diversifying beyond its established diabetes and obesity portfolio and to advancing innovative solutions for patients living with autoimmune conditions.

礼来 expands Immunology Footprint with Strategic Repertoire Partnership

礼来 has entered a major collaboration with Repertoire Immune Medicines, committing up to $1.93 B to co-develop novel therapies targeting autoimmune diseases.

#BCIC #Biotech #Immunology #Pharma #Innovation #Lilly #Repertoire

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Empowered teachers create empowered students.
Through our TEACH program, we provide educators with the skills, tools, and confidence to lead technology-driven learning in their classrooms.

Learn more about our nonprofit Bcauseican.net

#education #technology #nonprofit #community #bcic

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Change happens when communities come together. By supporting BCAUSEICAN, you’re helping expand access to technology education, workforce skills, and AI literacy for those who need it most.

Join us in creating opportunity in your community. Bcauseican.net

#bcic #education #artificial #bcauseican

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In antibody therapeutics, large pharma continues to pay for platforms that explicitly address therapeutic index. The 百时美施贵宝-Janux Therapeutics collaboration around a tumor-activated T cell engager reinforces that conditional activation remains one of the most credible strategies for expanding the use of TCEs in solid tumors. When platform design is anchored in safety control rather than brute-force potency, preclinical assets can still command meaningful economics.

A similar logic appears in autoimmune disease. 勃林格殷格翰’s billion-euro-scale bet on a TL1A×IL-23 bispecific reflects confidence that pathway convergence, rather than incremental single-target optimization, may be required to reset efficacy ceilings in chronic inflammatory diseases. Importantly, these deals continue to offload late-stage clinical and commercial execution to scaled operators, allowing early innovators to monetize platform risk earlier.

What stands out this week, however, is the contrast provided by gene medicine. 礼来’s >$1.1B collaboration with Seamless Therapeutics around a programmable recombinease platform for hereditary hearing loss highlights that gene therapy capital is re-entering the market—but in a more disciplined form. The emphasis is no longer on editing novelty alone, but on programmability, precision, and clinical tractability. In many ways, this mirrors where antibody investing was a decade ago.

Two cross-modality patterns are becoming clearer:
- Platform optionality is favored over single-asset heroics
- Safety, controllability, and manufacturability increasingly drive valuation
- Big pharma prefers structured deals that preserve downside while securing long-term upside

The antibody and gene therapy worlds are converging—not in modality, but in investment logic.
The next winners will be platforms that convert uncertainty into engineering problems.

In antibody therapeutics, large pharma continues to pay for platforms that explicitly address therapeutic index. The 百时美施贵宝-Janux Therapeutics collaboration around a tumor-activated T cell engager reinforces that conditional activation remains one of the most credible strategies for expanding the use of TCEs in solid tumors. When platform design is anchored in safety control rather than brute-force potency, preclinical assets can still command meaningful economics. A similar logic appears in autoimmune disease. 勃林格殷格翰’s billion-euro-scale bet on a TL1A×IL-23 bispecific reflects confidence that pathway convergence, rather than incremental single-target optimization, may be required to reset efficacy ceilings in chronic inflammatory diseases. Importantly, these deals continue to offload late-stage clinical and commercial execution to scaled operators, allowing early innovators to monetize platform risk earlier. What stands out this week, however, is the contrast provided by gene medicine. 礼来’s >$1.1B collaboration with Seamless Therapeutics around a programmable recombinease platform for hereditary hearing loss highlights that gene therapy capital is re-entering the market—but in a more disciplined form. The emphasis is no longer on editing novelty alone, but on programmability, precision, and clinical tractability. In many ways, this mirrors where antibody investing was a decade ago. Two cross-modality patterns are becoming clearer: - Platform optionality is favored over single-asset heroics - Safety, controllability, and manufacturability increasingly drive valuation - Big pharma prefers structured deals that preserve downside while securing long-term upside The antibody and gene therapy worlds are converging—not in modality, but in investment logic. The next winners will be platforms that convert uncertainty into engineering problems.

This week’s deal flow sends a clean signal: capital is not retreating from innovation—it is becoming more selective about where technical risk is taken and how it is transferred.
#BCIC #BiotechInvesting #AntibodyTherapeutics
#TCellEngagers #BispecificAntibodies #ADC
#GeneTherapy #RareDisease

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Founded in 2005, Porton Pharma Solutions is a world-class CDMO, empowering global clients across the drug development spectrum—from Small Molecules and Biologics to Advanced Therapy Medicinal Products (ADCs, PDCs, RDCs). Their expertise from pre-clinical to commercialization is an invaluable asset to our ecosystem.

👏 Entrepreneurs: This is your chance to pitch in front of industry giants and top-tier VCs. Don't miss this marketplace opportunity!

🔗 Apply/Register here: https://lnkd.in/ePTt9247

Founded in 2005, Porton Pharma Solutions is a world-class CDMO, empowering global clients across the drug development spectrum—from Small Molecules and Biologics to Advanced Therapy Medicinal Products (ADCs, PDCs, RDCs). Their expertise from pre-clinical to commercialization is an invaluable asset to our ecosystem. 👏 Entrepreneurs: This is your chance to pitch in front of industry giants and top-tier VCs. Don't miss this marketplace opportunity! 🔗 Apply/Register here: https://lnkd.in/ePTt9247

Another industry leader is on board!

We are thrilled to announce that Porton Pharma Solutions Ltd. (SZSE: 300363), a publicly listed company, has joined us as a key supporter for our 2026 Biomedical Pitch Competition.

#Biotech #Startups #CDMO #VentureCapital #Biomedical #PitchCompetition #BCIC

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The narrative has officially shifted: China is no longer a "fast-follower"—it has become the global engine for First-in-Human (FIH) innovation.As an investor, three data points from this report stand out as strategic signals for the year ahead:

1. The Efficiency Moat: Since 2021, China has registered nearly twice as many FIH trials for next-gen antibodies (ADCs, bispecifics) as the U.S. and Europe combined. In an era where "speed to data" is everything, China’s clinical infrastructure is delivering results at a fraction of the cost.

2. From "Me-Too" to "High-Complexity": Modality mix is evolving rapidly. In 2025, cell and gene therapies (CGT) and nucleic acid assets accounted for 50% of deal volume in China. We are seeing a massive shift toward high-complexity assets that global MNCs are eager to integrate into their pipelines.

3. The Arbitrage Opportunity: Western pharmas are essentially "acquiring de-risked innovation hubs" via licensing rather than full M&A. With U.S. early-stage assets facing funding constraints, the cross-border licensing of underfunded but clinically superior Chinese assets is the most capital-efficient way to bridge the "patent cliff."

My Take: The "China Edge" is likely to persist for years. The massive spike in innovative drug submissions—from 688 in 2019 to nearly 2,300 in 2023—is just now reaching the peak of its value realization.

For LPs and GPs, the question isn't whether to have exposure to China-originated assets, but how to structure the partnerships to navigate the geopolitical noise while capturing the scientific alpha.

Source: [https://lnkd.in/ezEfyWRm](https://lnkd.in/ezEfyWRm)

The narrative has officially shifted: China is no longer a "fast-follower"—it has become the global engine for First-in-Human (FIH) innovation.As an investor, three data points from this report stand out as strategic signals for the year ahead: 1. The Efficiency Moat: Since 2021, China has registered nearly twice as many FIH trials for next-gen antibodies (ADCs, bispecifics) as the U.S. and Europe combined. In an era where "speed to data" is everything, China’s clinical infrastructure is delivering results at a fraction of the cost. 2. From "Me-Too" to "High-Complexity": Modality mix is evolving rapidly. In 2025, cell and gene therapies (CGT) and nucleic acid assets accounted for 50% of deal volume in China. We are seeing a massive shift toward high-complexity assets that global MNCs are eager to integrate into their pipelines. 3. The Arbitrage Opportunity: Western pharmas are essentially "acquiring de-risked innovation hubs" via licensing rather than full M&A. With U.S. early-stage assets facing funding constraints, the cross-border licensing of underfunded but clinically superior Chinese assets is the most capital-efficient way to bridge the "patent cliff." My Take: The "China Edge" is likely to persist for years. The massive spike in innovative drug submissions—from 688 in 2019 to nearly 2,300 in 2023—is just now reaching the peak of its value realization. For LPs and GPs, the question isn't whether to have exposure to China-originated assets, but how to structure the partnerships to navigate the geopolitical noise while capturing the scientific alpha. Source: [https://lnkd.in/ezEfyWRm](https://lnkd.in/ezEfyWRm)

Why China’s early-stage drugmaking edge is the most compelling “de-risked” opportunity in 2026.

The latest Pitchbook analyst note on the Chinese biopharma landscape is a wake-up call for global asset allocators.

#BCIC #VentureCapital #Pitchbook #ChinaBiotech #AssetAllocation #CGT #ADC

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Why China’s early-stage drugmaking edge is the most compelling “de-risked” opportunity in 2026.

Source: lnkd.in/ezEfyWRm
#BCIC #Bostoncapitalinvestmentclub #BiotechInvesting #VentureCapital #DrugDiscovery #AssetAllocation #CGT #ADC

Images generated with insights from Pitchbook 2026 Report.

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Under the agreement, 百时美施贵宝 will pay $50M upfront and near-term, with up to ~$800M in development, regulatory, and commercial milestones, plus tiered royalties. The collaboration centers on Janux Therapeutics tumor-activated T cell engager platform, which aims to address one of the biggest limitations of classic T cell engagers: systemic toxicity.

Janux's approach uses a masking strategy that keeps the CD3/CD28-binding portion of the molecule inactive in circulation. The mask is cleaved by tumor-associated proteases, activating the therapy only near the tumor and potentially reducing risks like cytokine release syndrome. If it works as intended, this could meaningfully widen the therapeutic window for T cell engagers in solid tumors. The target antigen hasn't been disclosed, other than being expressed across multiple solid tumor types. Janux Therapeutics will handle preclinical work and IND filing, with BMS taking over clinical development after Phase I.

Zooming out, this deal fits neatly into 百时美施贵宝's broader strategy. Over the past year, the company has doubled down on oncology and immune-based platforms, from its $1B+ collaboration with Harbour BioMed to access advanced antibody discovery models, to its $1.5B acquisition of Orbital Therapeutics to expand into RNA-enabled cell therapies. While many large pharmas have pulled back from cell therapy, 百时美施贵宝 appears to be leaning in selectively and with an eye toward differentiated technology.

This partnership underscores where the field is heading: not just more immune activation, but smarter, more localized immune engagement. If tumor-activated approaches can deliver efficacy without the usual toxicity tradeoffs, they could unlock a much broader role for T cell engagers in solid tumors.

Curious to see how this platform performs once it reaches the clinic.

Under the agreement, 百时美施贵宝 will pay $50M upfront and near-term, with up to ~$800M in development, regulatory, and commercial milestones, plus tiered royalties. The collaboration centers on Janux Therapeutics tumor-activated T cell engager platform, which aims to address one of the biggest limitations of classic T cell engagers: systemic toxicity. Janux's approach uses a masking strategy that keeps the CD3/CD28-binding portion of the molecule inactive in circulation. The mask is cleaved by tumor-associated proteases, activating the therapy only near the tumor and potentially reducing risks like cytokine release syndrome. If it works as intended, this could meaningfully widen the therapeutic window for T cell engagers in solid tumors. The target antigen hasn't been disclosed, other than being expressed across multiple solid tumor types. Janux Therapeutics will handle preclinical work and IND filing, with BMS taking over clinical development after Phase I. Zooming out, this deal fits neatly into 百时美施贵宝's broader strategy. Over the past year, the company has doubled down on oncology and immune-based platforms, from its $1B+ collaboration with Harbour BioMed to access advanced antibody discovery models, to its $1.5B acquisition of Orbital Therapeutics to expand into RNA-enabled cell therapies. While many large pharmas have pulled back from cell therapy, 百时美施贵宝 appears to be leaning in selectively and with an eye toward differentiated technology. This partnership underscores where the field is heading: not just more immune activation, but smarter, more localized immune engagement. If tumor-activated approaches can deliver efficacy without the usual toxicity tradeoffs, they could unlock a much broader role for T cell engagers in solid tumors. Curious to see how this platform performs once it reaches the clinic.

百时美施贵宝 just struck another notable oncology deal, this time partnering with Janux Therapeutics to advance a next-generation T cell–based therapy designed to be active only in the tumor microenvironment.
#BCIC #Biotech #Tcells

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CORXEL Pharmaceuticals announced a $287 million Series D1 financing to advance its oral GLP-1 candidate, CX11, and move several programs further down the clinic.

The proceeds will primarily support completion of Phase II studies of CX11 in the U.S. for overweight and obesity, alongside mid-stage trials in type 2 diabetes. CORXEL Pharmaceuticals also plans to use the capital to prepare for Phase III development. CX11, a once-daily oral GLP-1 receptor agonist, is already in Phase III testing in China under partner Vincentage, and the company says it aims to match the efficacy seen with injectable GLP-1 therapies.

Beyond CX11, the funding will help advance other pipeline assets, including JX10 for acute ischemic stroke and JX09, an aldosterone synthase inhibitor being developed for hypertension.

The raise comes amid intensifying competition in the oral obesity space. 诺和诺德 recently launched an oral version of Wegovy following FDA approval, while 礼来 is awaiting a regulatory decision on its oral GLP-1 candidate, orforglipron. Corxel’s financing also fits into a broader wave of large biotech fundraises kicking off 2026, signaling renewed investor appetite for late-stage clinical assets.

It will be interesting to see how CX11 differentiates as more oral GLP-1 programs move closer to the market.

CORXEL Pharmaceuticals announced a $287 million Series D1 financing to advance its oral GLP-1 candidate, CX11, and move several programs further down the clinic. The proceeds will primarily support completion of Phase II studies of CX11 in the U.S. for overweight and obesity, alongside mid-stage trials in type 2 diabetes. CORXEL Pharmaceuticals also plans to use the capital to prepare for Phase III development. CX11, a once-daily oral GLP-1 receptor agonist, is already in Phase III testing in China under partner Vincentage, and the company says it aims to match the efficacy seen with injectable GLP-1 therapies. Beyond CX11, the funding will help advance other pipeline assets, including JX10 for acute ischemic stroke and JX09, an aldosterone synthase inhibitor being developed for hypertension. The raise comes amid intensifying competition in the oral obesity space. 诺和诺德 recently launched an oral version of Wegovy following FDA approval, while 礼来 is awaiting a regulatory decision on its oral GLP-1 candidate, orforglipron. Corxel’s financing also fits into a broader wave of large biotech fundraises kicking off 2026, signaling renewed investor appetite for late-stage clinical assets. It will be interesting to see how CX11 differentiates as more oral GLP-1 programs move closer to the market.

CORXEL Pharmaceuticals announced a $287 million Series D1 financing to advance its oral GLP-1 candidate, CX11, and move several programs further down the clinic.
#BCIC #GLP-1 #Biotech

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#bcic #nonprofit #maryland #fyp

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As the clock strikes midnight, we’re not just welcoming a new year, we’re welcoming new opportunities.

In 2026, we’re building even more pathways. More classrooms.
More certifications. More voices represented in tech.

Here’s to a future powered by possibility.

#happynewyear #bcic #technology

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As the 2025 school year winds down for winter break, we’ve had an amazing time teaching our students and watching them grow, learn, and achieve so much this year.
We’re excited for what’s ahead and can’t wait to dive into new projects and opportunities in 2026.

#bcic #technology #education

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BCP Investment Corporation Announces Final Results of Its Modified “Dutch Auction” Tender Offer BCP Investment Corporation (NASDAQ: BCIC) announced final results of its modified Dutch auction tender offer, which expired on December 10, 2025. The Offer sought up to $9.0 million aggregate value of common shares. A total of 4.4 million shares were validly tendered at or below the indicated purchase price, and the Offeror Group accepted 0.7 million shares for purchase at $13.63 per share, for an aggregate cost of approximately $9.0 million excluding fees. The accepted shares represent approximately 5% of outstanding shares as of December 12, 2025. The company reported that the repurchase generated approximate NAV accretion of 1.0%. Payment will be made promptly by the Depositary in accordance with Offer terms.

#BCIC BCP Investment Corporation Announces Final Results of Its Modified “Dutch Auction” Tender Offer

www.stocktitan.net/news/BCIC/bcp-investment...

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