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@GeneInvesting Gene Investing w/Anthony 🧬Investors and analysts are eagerly awaiting upcoming data from Intellia Therapeutics ($NTLA) and Beam Therapeutics ($BEAM), which could be catalysts for the gene editing sector. Discussions are ongoing about the potential of various gene editing companies, including Prime Therapeutics ($PRME), CRISPR Therapeutics ($CRSP), and others, with some expressing optimism about their prospects. The sector is also seeing increased interest from big tech companies, with Google already investing in several biotechs, leading some to speculate about potential future developments.
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies #4771 nba XXXX% technology brands XXXX%
Social topic influence $ntla #1, $prme #1, $crsp #1, $bbio 8.82%, $beam #1, $alny 5.88%, $regn #15, money 2.94%, at least 2.94%, history XXXX%
Top accounts mentioned or mentioned by @alamentarius @michaelmaiello @iaai79322 @morty_soley @janvdes @rnaianalyst @m0rganalexander @alexva @mortysoley @neo8634 @investingif @techinvestoor @aedwards02 @zhaoweiasu @gudivadabalu @babakaplansw @klausmolle @jessiechimni @alex___va @biopharmiq
Top assets mentioned Intellia Therapeutics, Inc (NTLA) CRISPR Therapeutics AG (CRSP) BridgeBio Pharma, Inc. Common Stock (BBIO) BEAM (BEAM) Alnylam Pharmaceuticals, Inc. (ALNY) Regeneron Pharmaceuticals Inc (REGN) uniQure N.V. (QURE) Wave Life Sciences Ltd. Ordinary Shares (WVE) Arrowhead Research Corporation (ARWR)
Top posts by engagements in the last XX hours
"What happens first $PRME $NTLA $SGMO"
X Link 2025-12-11T20:01Z 15.1K followers, 2838 engagements
"@JanvDes SGMO offices are probably without electricity 😅"
X Link 2025-12-11T20:22Z 15.1K followers, XXX engagements
"Zero highly effective therapies exist for ATTR today. Highly effective doesnt equal XX% worsening of heart function on average within XXX years. Unless my definition of highly effective differs tremendously with others 🤷🏻♂ $NTLA $BBIO"
X Link 2025-11-08T20:04Z 15.1K followers, 5330 engagements
"2/ One of the most impressive parts of this data IMO 🤯 X We knew the 19600+ baseline patient died at Day XXX (cant count him against Intellia considering other trials had 8500 max and KOL said this patient wouldnt have lived X months without Nex Z). X One at Day XXX X One at Day XXX X One at Day 1204 (All unrelated to treatment) We know Intellia had more patients above 8500 baseline so Id love to find out if any of these X were. For now lets count them against Intellia. That puts their survival at 35/35 at XX months (100%) 34/35 at XX months (97.1%) 👏 And possibly 34/34 if second death was"
X Link 2025-11-10T21:13Z 15.1K followers, 2642 engagements
"3/ Lets compare to the other companies XX month Survival: $NTLA XXXX% $ALNY XX% (extremely healthy patients) $BBIO XX% Lets extrapolate this to 1000 patients dosed per year with each drug Intellia 971/1000 survive (29 deaths) ALNY 880/1000 survive (120 deaths) BBIO 840/1000 survive (160 deaths) Who is killing patients 🤔"
X Link 2025-11-10T21:19Z 15.1K followers, 4830 engagements
"Should I count the 19600+ baseline NT-proBNP death in survival calculations $ALNY and $BBIO had only 8500 max If I dont count $NTLA XX month survival = 34/35 (97.1%) If I do count them = 34/36 (94.4%) ALNY had XX% survival (healthiest group) BBIO had XX% survival"
X Link 2025-11-11T00:48Z 15.1K followers, 2489 engagements
"$BBIO investors will look you straight in the eye and tell you Attruby Nex Z and expect you to not laugh. $NTLA XX MONTH DATA 📊 NTLA BBIO Survival: 94.4-97.1%* XX% NT-proBNP: XXXX XXXX 6MWT: +6m (median) -55m (mean) KCCQ: +4 (median) -XX (mean) Variant: XX% XXX% NYHA Class III: XX% XXXX% NYHA Class III BBIO patients actually performed worse than placebo for the X most important endpoints patients at XX months walked farther on average on placebo than BBIO drug (-26.51m vs. -24.54m pbo) * XXXX% if not counting 19600+ patient **mean for NTLA 6MWT likely X based on being zero no change at 12"
X Link 2025-11-11T20:32Z 15.1K followers, 3967 engagements
"Very common misconception here X. Casgevy has a 7-9 month process that includes transplant and chemo $CRSP X. $NTLA drugs are a X hour outpatient drip without chemo or transplant etc X. Intellia has already had 650+ line up for one of their pivotal trials and a total of 875+ patients take part in trials. X. Actually had to turn many patients away on their HAE phase X trial after over-enrolling it. X. Casgevy was never meant for the vast majority of SCD patients. Itll ramp but its for the minority (10-20% at most)"
X Link 2025-11-15T22:49Z 15.1K followers, 5598 engagements
"Two other visuals that show Nex-z is FAR from done $NTLA $ALNY $BBIO And this is with the worst patients and Alnylam had the healthiest group"
X Link 2025-11-22T15:50Z 15.1K followers, 6708 engagements
"$REGN going 50/50 with Tessera on AATD is a slap to the face of $PRME Honestly pretty surprised theyd do $150m for something that will be infested with lawyers (if successful)"
X Link 2025-12-01T14:32Z 15.1K followers, 3492 engagements
"Important to note: $REGN although stupid imo for spending money on a litigation nightmare is giving yet another Big Pharma blessing to CRISPR and most importantly Prime editing $PRME. Expect multiple deals in 2026. Tessera was more desperate for this deal IMO and one could assume Prime and Regeneron also discussed a similar deal"
X Link 2025-12-01T16:09Z 15.1K followers, 3524 engagements
"Guaranteed question about Tessera/Regeneron tomorrow $PRME $REGN Hopefully @Allan_Reine doesnt hold any punches"
X Link 2025-12-01T18:43Z 15.1K followers, 3738 engagements
"HUGE for rare disease biotechs $PRME $BEAM $NTLA $CRSP The Rare Pediatric Disease Priority Review Voucher (PRV) Program expired in December 2024"
X Link 2025-12-01T21:48Z 15.1K followers, 12.1K engagements
"@aedwards02 @SolariumEarth @zhaoweiasu The real question becomes how costly it could become to Tessera/Regeneron"
X Link 2025-12-02T01:10Z 15.1K followers, XXX engagements
"I asked the CEO to not pull punches today and he DID NOT disappoint 😤 $PRME $CRSP $REGN Tessera They are really just sort of copying They call it Syntase but its still prime editing Believe well get paid one way or another"
X Link 2025-12-02T16:59Z 15.1K followers, 9313 engagements
"Live look at @GeneInvesting when gene editing stocks have a good day $PRME $NTLA $BEAM $CRSP"
X Link 2025-12-04T16:43Z 15.1K followers, 3299 engagements
"@alamentarius My track record is actually pretty good outside of $NTLA Called the shorts of $VERV $EDIT and even $PRME long ago. Called the $30s to $XX move on $CRSP around approval. Called the bottom of $PRME $XXXX where I bought it originally"
X Link 2025-12-05T22:32Z 15.1K followers, XXX engagements
"Comparing $BEAM (Risto-cel) vs. $CRSP (Casgevy) for Sickle Cell Disease (SCD) BEAM: HBF XX% CRSP: HPF XX% BEAM: Median X collection cycle (range 15) median X total collection days (range 113) CRSP: The median number of mobilization + apheresis cycles required for CASGEVY in the trial was X cycles (range: 16) and more collection days spent in hospital. BEAM: XXX% w/ no severe VOCs CRSP: 92.3%-97.4% depending on timeframe (Beam needs more time to compare apples to apples here). Neutrophil engraftment median time BEAM: XXXX days (range 1230) CRSP: XX days (range 1540) Platelet engraftment median"
X Link 2025-12-06T16:41Z 15.1K followers, 4388 engagements
"This is why no one should listen to Adam F When it comes to one of the companies on his hit list he flat out lies. $NTLA @MichaelMaiello I agree its time for the company to give us some update. Even if they arent ready to give their findings it would be good to know the letter is in hand"
X Link 2025-12-07T15:53Z 15.1K followers, 3676 engagements
"Sure feels nice on a day like today to have $PRME. Diversification does help mental health 😅 $NTLA long-term really comes down to how easily they can mitigate ATTR. Considering they acted like the recent patient was stable youd assume his elevations were also dropping/transient and therefore likely avoidable with steroid bridge. This is the KEY assumption for now since market doesnt like not being certain it was transient. Confirming the cause is in fact transient could be the fastest way off hold and wouldnt have required a liver biopsy. REMINDER: 9/30 dosed patient 10/24 Hys Law discovered"
X Link 2025-12-08T16:45Z 15.1K followers, 4034 engagements
"@iaai79322 $PRME has been my #2 ranked stock that Ive promoted for over a year at least"
X Link 2025-12-09T15:22Z 15.1K followers, XXX engagements
"@babakaplansw Probably need Q2 pivotal HAE and restart of ATTR in promising fashion with no HAE overhang. If trial fully enrolls by December next year without more issues I dont see why it wont be $30"
X Link 2025-12-10T18:35Z 15.1K followers, XX engagements
"@m0rganalexander @Alex___VA @Morty_Soley I think when it comes to trial design they are picky but I havent seen much evidence outside of that"
X Link 2025-12-13T02:29Z 15.1K followers, XXX engagements
"I am thankful that $NTLA cured HAE and that the XX% short interest will have to cover once they realize Nex Z still has a clear path to blockbuster status ($1b+ year) still. Also thankful that prime editing and base editing were invented $PRME $BEAM to cure even more diseases"
X Link 2025-11-27T16:01Z 15.1K followers, 8825 engagements
"2026 JPM Conference- San Francisco Monday January 12th $CRSP 8:15am Tuesday January 13th $BEAM 5:15pm Wednesday January 14th $PRME 9am $NTLA 9am"
X Link 2025-12-10T01:00Z 15.1K followers, 9002 engagements
"@m0rganalexander @Alex___VA @Morty_Soley QURE is a complete different situation that has little in common. $QURE is due to the study itself not being sufficient. $NTLA has no issues with that"
X Link 2025-12-13T02:19Z 15.1K followers, XXX engagements
"My Top XX Gene Editing Moments of 2025 $NTLA $PRME $BEAM $CRSP X HAE: 31/32 appear cured (NTLA) on way to becoming first ever in vivo CRISPR therapy approved Q2 XX not getting the attention it deserves X ATTR: Nex Z (Magnitude X & 2) NTLA largest one and done trial in history with 1200 in Magnitude X best ever PN data best ever CM data Hys Law case puts trials on hold Awaiting FDA letter and color from company X CGD data (PRME) first X patients give first ever proof of human prime editing X FDA getting friendly with CRISPR Commissioner Voucher can dramatically cut review time to approval from"
X Link 2025-12-13T18:40Z 15.1K followers, 2225 engagements
"Leading ATTR-CM KOLs in the world understand how absolutely incredible $NTLA is. This patient referenced below (with a 19624 baseline NT-proBNP) wouldnt have been close to being allowed on trials from competitors. $BBIO and $ALNY had 8500 max for their inclusion/exclusion. Intellia gave this patient an extra year or more of life and had XXX% of patients alive at XX months. If you dont include that extremely severe case they had XXX% alive at XX month median (12-27 month range). Definitely expect more deaths in this extremely old and severe group of patients come Monday but likely Intellia"
X Link 2025-11-07T15:58Z 15.1K followers, 5941 engagements
"I present to you the perfect example of biotech dichotomy: One person is dunking on the data Another is preparing to retire their entire bloodline off the exact same data. @RNAiAnalyst is definitely winning today Congrats 🍾 $WVE +150% today Wave was one of my Top XX picks for 2025 along with $ARWR which has been my best pick by far. Perfect example of why you must diversify especially in biotech"
X Link 2025-12-08T20:07Z 15.1K followers, 4561 engagements
"If $NTLA gets off hold the final XXX remaining in Magnitude (300 will get Nex Z) should show ample evidence that a new steroid bridge works. Even though the timing was HORRIBLE (not allowing company to raise after incredible HAE and ATTR CM data) the timing wouldve been in many ways worse if this event occurred at patient 1100+/1200 since it wouldnt give company a chance to prove steroid bridge. Key is will they be forced to increase steroids for everyone or are there any early signals that show who is at risk. Hopefully the elevations dont pop up out or nowhere in XX hours. Transient is the"
X Link 2025-12-09T13:57Z 15.1K followers, 3315 engagements
"@neo8634 9/30 dosed patient 10/24 Hys Law discovered (day 24) 10/27 company reports event 10/29 FDA hold 11/5 patient passed away (day 36)"
X Link 2025-12-11T04:45Z 15.1K followers, XX engagements
"@neo8634 Im hopeful Intellia will respond by JPM and hold lifted in February. I want to be back in clinic by March 1st"
X Link 2025-12-11T16:59Z 15.1K followers, XX engagements
"@KlausMolle They should be able to tell us more about this patient at least"
X Link 2025-12-12T18:36Z 15.1K followers, XXX engagements
"$NTLA has accomplished things that no other company in history has accomplished. HAE has been essentially perfect in all ways and very few companies are successful on their first drug. ATTR has dosed more people than any one and done in history and only had one obese 80+ year old with comorbidities pass away with essentially ZERO mitigation or exclusion. Other drugs kill way more people from simply being weak drugs. By far best in class data on both drugs. What does that great track record get you $966m MC with $670m cash+equivalents. Why invest in biotech 🤔 Market is treating the stock like"
X Link 2025-11-24T16:23Z 15.1K followers, 5172 engagements
"I would pay a lot of money to see this type of liver elevation data from $NTLA $CRSP was very transparent here and it seems their one spike is likely LNP related based on timing. I want to see all of Intellias Grade X and 4s (which could be significant if Magnitude has as many Grade 3s as I assume). I want to see how quickly each goes from no elevation to hitting Grade 3/4. Below I highlighted Baseline and Day 1/2/3/4/7/14 of CRISPRs X at risk patient. Baseline: XXXX ULN Day 1: XXXX ULN Day 2: XXXX ULN Day 3: XXXX ULN Day 4: XXXX ULN Day 7: XXXX ULN Day 14: XXXX ULN We dont know if Intellias"
X Link 2025-12-10T18:02Z 15.1K followers, 2810 engagements
"Since we likely arent hearing about $NTLA today the earliest now becomes Monday (December 15). That will be DAY XX 😒 If its not before Christmas (Day 57) Im going to be really pissed off"
X Link 2025-12-12T18:10Z 15.1K followers, 4187 engagements
"@Alex___VA @Morty_Soley In some ways its material in itself and Id definitely argue it is material because it starts the ability for $NTLA to respond and thus a XX day clock would then begin after Intellia responds"
X Link 2025-12-12T21:32Z 15.1K followers, XXX engagements
"@JessieChimni Yeah the SANA thing definitely would seem more important if they werent the new turtles in town"
X Link 2025-12-13T19:00Z 15.1K followers, XXX engagements