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@GeneInvesting Avatar @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.

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Social Influence

Social category influence finance XXXX% stocks XXXXX% cryptocurrencies XXXX% countries XXXX% nba XXXX%

Social topic influence $ntla #2, $prme #3, $crsp #3, $bbio #7, $beam #6, $regn #22, $alny #4, at least 4.92%, money 3.28%, liver XXXX%

Top accounts mentioned or mentioned by @iaai79322 @alamentarius @rnaianalyst @neo8634 @michaelmaiello @biopharmiq @techinvestoor @investingif @mohagoldstein @gudivadabalu @babakaplansw @klausmolle @chris4q432 @phucthinhbtv @morty_soley @a_may_md @sheaark @cathiedwood @zhaoweiasu @pawegowacki16

Top assets mentioned Intellia Therapeutics, Inc (NTLA) CRISPR Therapeutics AG (CRSP) BridgeBio Pharma, Inc. Common Stock (BBIO) BEAM (BEAM) Regeneron Pharmaceuticals Inc (REGN) Alnylam Pharmaceuticals, Inc. (ALNY) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Muhdo Hub (DNA) Wave Life Sciences Ltd. Ordinary Shares (WVE) Arrowhead Research Corporation (ARWR)

Top Social Posts

Top posts by engagements in the last XX hours

"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

"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, 9294 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, 8826 engagements

"This data alone will make it much easier for $NTLA to get off FDA hold ATTR-PN XX month data (Makes leading drug in world look like trash) If their data wasnt by far the best weve ever seen then it would be more concerning definitely still need some explanation and that color will determine how much it can rebound but Nex Z is far from done"
X Link 2025-11-21T23:15Z 15.1K followers, 5457 engagements

"Positive FDA hold scenarios for $NTLA X. Company is able to HLA match and exclude (least ideal of X if exclusion is too large). X. Patient had severe liver issues etc or something that made them uniquely susceptible (would be extremely helpful). X. Proof that steroids should blunt any initial immune response cascade or proof that even with this patient the neoepitopes (if thats the cause) were transient"
X Link 2025-12-07T04:35Z 15.1K followers, 3070 engagements

"Prime Editing for p47phox-Deficient Chronic Granulomatous Disease New England Journal of Medicine $PRME NEW NEJM Publication for CGD"
X Link 2025-12-07T15:27Z 15.1K followers, 3517 engagements

"@Ant0nLindgren XX% XX% is prime"
X Link 2025-12-08T18:03Z 15.1K followers, XXX engagements

"$IONS Dawnzera is a solid efficacy HAE drug Yet Highlighted portion below shows theyve had liver elevations of at least Grade X (thus far $NTLA has only shown X Grade X for HAE). Also highlighted part shows theyve had discontinuations due to liver function test increases. Chronically dosed medicines have much higher bar on these liver elevations. Intellia only needs to mitigate a X week window Ionis needs to mitigate an infinite amount of time. 4w or 8w subcutaneous dosing 💉 Week 5-25 showed 60-87% reduction OLE showed 92-93% reduction XX% for X year attack free rate is strong COST 🟰"
X Link 2025-11-07T16:50Z 15.1K followers, 3028 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

"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

"Top XX had X from China X from South Korea X from Taiwan X from USA We have work to do. @Ginkgo should try to help USA participation levels $DNA"
X Link 2025-12-01T15:47Z 15.1K followers, 2942 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, 12K 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, 3290 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, 4373 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

"@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

"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, 5916 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, 3736 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

"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

"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, 8635 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

"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, 3661 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, 4500 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, 2753 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, 3285 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