@RNAiAnalyst Avatar @RNAiAnalyst Dirk Haussecker

The most important current event appears to be the controversy surrounding the FDA's decision on Quure's ($QURE) Huntington's disease treatment, with many expressing outrage and accusing the FDA of being capricious. The company's situation has sparked a strong reaction from the biotech community, with some suggesting that other forces may be at play. The FDA's decision has also raised questions about the agency's relationship with biotech companies and its decision-making processes.

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Social Influence

Social category influence stocks 65.48% finance 15.23% cryptocurrencies 13.2% countries 3.05% currencies 1.52% travel destinations 1.02% celebrities 0.51%

Social topic influence $arwr #5, $qure #9, $wve #1, $alny #4, $beam #12, $ions #25, $pepg #6, $mrna #34, $mltx #2, $rna 3.55%

Top accounts mentioned or mentioned by @plainyogurt21 @gmt9992 @hall8jack @3idwarrant @a_may_md @sguiderna @bionavgator @amaymd @applehelix @taeyoon43334145 @jfais20 @prosperousguy @thenewceo_ @0815blubb123 @cagovernor @seckennedy @orbimed @8vc @5amventures @luxcapital

Top assets mentioned Arrowhead Research Corporation (ARWR) uniQure N.V. (QURE) Wave Life Sciences Ltd. Ordinary Shares (WVE) Alnylam Pharmaceuticals, Inc. (ALNY) BEAM (BEAM) Ionis Pharmaceuticals, Inc. Common Stock (IONS) PepGen Inc. (PEPG) Moderna Inc (MRNA) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Avidity Biosciences, Inc. (RNA) Pfizer, Inc. (PFE) Dyne Therapeutics, Inc. (DYN) Eli Lilly and Company (LLY) Abivax SA (ABVX) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Sarepta Therapeutics, Inc. (SRPT) Intellia Therapeutics, Inc (NTLA) CRISPR Therapeutics AG (CRSP) Connex (CONX) Prime Medicine, Inc. (PRME) Vertex Protocol (VRTX) Fractyl Health, Inc. (GUTS) Merck & Co., Inc. (MRK) Synthetify (SNY) Smart Layer Network (SLN) AstraZeneca PLC (AZN) BioMarin Pharmaceutical, Inc. (BMRN) Metagenomi Technologies, LLC (MGX) Verve Therapeutics Inc. (VERV) Disc Medicine, Inc. Common Stock (IRON) Novartis AG (NVS) Kymera Therapeutics, Inc. (KYMR) Metsera, Inc. (MTSR)

Top Social Posts

Top posts by engagements in the last [--] hours

"Pro tip for $MGX: headline it 'Ionis selects 3rd collaboration target; data to be presented at upcoming conference'. Stock would be flying now. $ions"
X Link 2025-12-01T13:39Z 21.2K followers, [----] engagements

"For $hims to be selling an untested Glp1 pill at this stage and such a low price is wild. What confidence can a user have that it is even effective Online reviews And since oral Glp1 peptides use high doses how can $hims compete on price with mass manufacturer $nvo without cutting corners https://twitter.com/i/web/status/2019459481118093779 https://twitter.com/i/web/status/2019459481118093779"
X Link 2026-02-05T17:13Z 21.2K followers, [----] engagements

"$nvo I bet swift FDA/DOJ action on $hims also due to new CEO cozying up to Trump admin. This is why you want your biotech CEO to attend MAHA events etc"
X Link 2026-02-08T12:35Z 21.2K followers, [----] engagements

"@CAgovernor Since you are in Germany you can see that discourse in Europe has (finally) moved on from relying on the US as a trusted partner as it is trying to find its place in a world of US and Chinese imperialism"
X Link 2026-02-13T17:41Z 21.2K followers, [----] engagements

"$dyne suffers from execution problems. Trial enrolment completion for registrational DM1 study pushed out by [--] quarters: $RNA $PEPG https://finance.yahoo.com/news/dyne-therapeutics-reports-third-quarter-211000216.html https://finance.yahoo.com/news/dyne-therapeutics-reports-third-quarter-211000216.html"
X Link 2025-11-06T21:06Z 21.2K followers, [----] engagements

"$kymr definitely superior to $nktr rezpeg and in-line with dupi at [--] weeks. https://finance.yahoo.com/news/kymera-therapeutics-announces-positive-results-120000675.html https://finance.yahoo.com/news/kymera-therapeutics-announces-positive-results-120000675.html"
X Link 2025-12-08T12:06Z 21.2K followers, 19.6K engagements

"This only makes sense if RFK believes there to be efficacious DMD drugs out there. $dyn $rna $srpt .@SecKennedy: Im proud to announce today that Im approving the addition of duchenne muscular dystrophy and metachromatic leukodystrophy to the Recommended Uniform Screening Panelif we detect the children very early on who suffer from these diseases we can save them from a https://t.co/ioVen484ms .@SecKennedy: Im proud to announce today that Im approving the addition of duchenne muscular dystrophy and metachromatic leukodystrophy to the Recommended Uniform Screening Panelif we detect the children"
X Link 2025-12-16T21:21Z 21.2K followers, [----] engagements

"$pepg 5mg/kg multidose myotonic dystrophy data at start of the year $dyn $rna"
X Link 2025-12-23T18:28Z 21.2K followers, [----] engagements

"$RNA $MTSR [--] mega biotech acquisitions just months AHEAD of key readouts. As valuations go up Big Pharma now needs to take on a bit of extra (clinical) risk"
X Link 2025-12-28T21:49Z 21.2K followers, [----] engagements

"$pepg continues strength into [----]. +17%. Multi-dose data imminent $dyn $rna"
X Link 2026-01-02T15:18Z 21.2K followers, [----] engagements

"$wve (tied for 2nd largest portfolio position with $dyn): the main risk IMO is that $arwr's alk7 soundly beats $wve's inhibinE profile. Here's my view: the $arwr alk7 reduction in adipocytes is jaw-dropping and deserves to be designated a public holiday in the RNAi calendar (as does $arwr's lung RNAi demonstration). .but to me a 'sound beat' even on just fat reduction would surprise me. Would a [--] vs 40% fat reduction be that meaningful Also the advantage of inhibinE is that it is a metabolic regulator sensing input in the liver and therefore is more likely to positively impact liver health"
X Link 2026-01-14T10:04Z 21.2K followers, 12.7K engagements

"@sguideRNA $alny is playing catch-up. They focused on liver and TTR for too long being too conservative with extrahepatic in particular"
X Link 2026-01-14T10:29Z 21.2K followers, [---] engagements

"$pepg makets expecting multi-dose data any day now. For 5mg/kg I am focused on safety. There wont be a big jump in the splicing measure. With longer drug exposure could/should also see splicing correction translate into hand grip test benefits. If safety is good I'm not concerned about the drug's efficacy. This will take care of itself. https://twitter.com/i/web/status/2011580392952742064 https://twitter.com/i/web/status/2011580392952742064"
X Link 2026-01-14T23:25Z 21.2K followers, [----] engagements

"@Bionavgator Anything above 20% would be a win considering 12.3% for single dose. If 50% which is not out of question then this is a commercial dose and home-run. Any good safety above 5mg/kg multi-dose would be gravy. $pepg"
X Link 2026-01-15T10:59Z 21.1K followers, [---] engagements

"@A_May_MD Let me know which are 'safe shorts' besides $ntla and $mltx you have in your portfolio. I am looking for more attractive long ideas"
X Link 2026-01-22T19:08Z 21.2K followers, [----] engagements

"$RNA myotonic dystrophy p3 results had been expected in Q2 now likely in Sep/Oct. Wouldn't surprise me if $DYN will have very similar endpoints. $RNA Avidity adjusts endpoints of del-desiran P3 trial in myotonic dystrophy T1 patients. Now measured at [--] weeks (was [--] weeks). Adds [--] minute walk test as secondary outcome measure https://t.co/JJTEP0v2s3 $RNA Avidity adjusts endpoints of del-desiran P3 trial in myotonic dystrophy T1 patients. Now measured at [--] weeks (was [--] weeks). Adds [--] minute walk test as secondary outcome measure https://t.co/JJTEP0v2s3"
X Link 2026-01-22T21:24Z 21.2K followers, [----] engagements

"With all the ultrarare disease assets some of which commercial-ready being discarded today there is an opportunity here to be anti-cyclical. I am also eyeing similar opportunities in European pharmas picking up ex-US rights for peanuts (e.g. $stok) given concerns about MFN which yet has to take fully shape. Today were launching Mendra a rare disease therapeutics company enabled by AI. Were announcing an oversubscribed $82M Series A co-led by @OrbiMed @8vc and @5amVentures with participation from @Lux_Capital and @Wing_VC. Full announcement 👇 https://t.co/rjxxWMa3Nu Today were launching"
X Link 2026-01-26T11:54Z 21.2K followers, [----] engagements

"$ntla there is also a positive aspect to the widespread skepticism around the commercial potential potential of an ATTR genome editor: they'll have that market for themselves for quite some time.unlike in AATD where there'll be [--] option. $beam $prme etc"
X Link 2026-01-27T18:28Z 21.2K followers, [----] engagements

"$lly licenses no-landing-pad recombinase tech from Seamless Therapeutics. Hearing loss first traget indication. $prme $sgmo $alsen.pa https://markets.businessinsider.com/news/stocks/seamless-therapeutics-announces-global-research-collaboration-with-lilly-to-develop-programmable-recombinase-based-therapeutics-for-hearing-loss-1035754939 https://markets.businessinsider.com/news/stocks/seamless-therapeutics-announces-global-research-collaboration-with-lilly-to-develop-programmable-recombinase-based-therapeutics-for-hearing-loss-1035754939"
X Link 2026-01-28T12:27Z 21.2K followers, [----] engagements

"$rgnx that's a new one for me: a CNS neoplasm where 'an AAV vector genome integration event associated with overexpression of a proto-oncogene (PLAG1)'. But then again such neoplasms are not expected also in this study population. Probably the right decision to pause and to undertake clonal analysis to see whether vector integration timing and tumorigenesis coincided. https://finance.yahoo.com/news/regenxbio-announces-regulatory-ultra-rare-123000133.html https://finance.yahoo.com/news/regenxbio-announces-regulatory-ultra-rare-123000133.html"
X Link 2026-01-28T15:07Z 21.2K followers, [----] engagements

"$guts somewhat disappointing that weight rebound following Glp1 discontinuation not greatly inhibited by the duodenal shaving procedure REVITA. Note: they also have a Glp1 gene therapy in pipeline. https://finance.yahoo.com/news/fractyl-health-announces-compelling-6-120000207.html https://finance.yahoo.com/news/fractyl-health-announces-compelling-6-120000207.html"
X Link 2026-01-29T13:30Z 21.2K followers, [----] engagements

"$sgmo big volume big increase. Last minute rescue even acquisition () or a giant rugpull ahead $165M pre-diluted market cap. Warrant wall at $0.75. Zero cash"
X Link 2026-01-29T18:47Z 21.1K followers, 13.2K engagements

"$mrna licenses global commercialization rights for propionic acidemia mRNA to Recordati. $REC.MI and $SOBI.ST imo are [--] of the most interesting European pharmas licensing US and rare disease assets on the cheap. Bayer also got some nice ex-US deals for more common disease meds. https://finance.yahoo.com/news/recordati-announces-strategic-collaboration-moderna-222000842.html https://finance.yahoo.com/news/recordati-announces-strategic-collaboration-moderna-222000842.html"
X Link 2026-01-30T06:57Z 21.2K followers, [----] engagements

"$guts another fallen angel trade like $mltx or $krro Investors giving up despite of it having an explanation for yesterday's disappointing data (single site outlier) and the following upcoming catalysts: 1) FDA alignment on regulatory path (Q2) 2) pivotal REVITA data and reg filing (H2) 3) Glp1 gene therapy initiation and data (H2/Q1 '27) Right now trading slightly below cash. Mid to high 40s may be sweet spot. Let the weak hands sell first. Fractyl Health $GUTS revealed 6-month data on their REMAIN-1 cohort. BUT the investor call was INTERESTING. Todays results were disappointing versus"
X Link 2026-01-30T09:33Z 21.2K followers, [----] engagements

"Actually I just need Adam to inverse-jinx and announce he's short $guts for me to pull the trigger. $ntla $mltx"
X Link 2026-01-30T14:02Z 21.2K followers, [----] engagements

"$beam back to where it was trading before the surprise FDA alignment PR on AATD. Sub $3B. Probably 2-3 year headstart on CRISPR competition and higher dose/2-dose would leave little additional potency to be desired"
X Link 2026-01-30T23:18Z 21.1K followers, [----] engagements

"@BioStocks @grok define success"
X Link 2026-01-31T16:50Z 21.2K followers, [---] engagements

"$wve regains full rights to #RNAediting AATD program from GSK as GSK selects another target under collaboration. $KRRO $BEAM https://finance.yahoo.com/news/wave-life-sciences-announces-plans-123000777.html https://finance.yahoo.com/news/wave-life-sciences-announces-plans-123000777.html"
X Link 2026-02-02T12:39Z 21.2K followers, [----] engagements

"On [--] hand disappointing as I assume GSK has seen the 400mg data; on other hand positive as drug even at 200mg looks approvable GSK is handing over rights after having made substantial investmemts in program. $wve"
X Link 2026-02-02T13:18Z 21.2K followers, [----] engagements

"Mea culpa. GSK has unexpectedly not seen 400mg data yet before making decision. Could end up being a major generous Big Pharma mistake. $wve @RNAiAnalyst Prior to seeing data https://t.co/XYypRy5rRy @RNAiAnalyst Prior to seeing data https://t.co/XYypRy5rRy"
X Link 2026-02-02T13:39Z 21.2K followers, [----] engagements

"$qure missed this: Skyhawk's oral huntingtin-lowering pill improves cUHDRS and is better than external control. n=17. 500+ patient phase2/3 ongoing. Very promising. #sky-0515 ht @HDBuzzFeed https://en.hdbuzz.net/wp-content/uploads/2026/01/FOR-RELEASE-Skyhawk_SKY-0515-Nine-Month-Phase-1C-Patient-Data-1-27-26.pdf https://en.hdbuzz.net/wp-content/uploads/2026/01/FOR-RELEASE-Skyhawk_SKY-0515-Nine-Month-Phase-1C-Patient-Data-1-27-26.pdf"
X Link 2026-02-02T15:19Z 21.1K followers, [----] engagements

"Add to GSK handing back WVE-006 to $WVE before seeing 400mg data. I agree with $beam permabull @zhaoweiasu though that 200mg could have been interpreted as 200mg already hit saturation.I remain open to possibility that outliers and low N explain rocky dose response. So Gsk gave back the Werner compound after just [--] patients enrolled. I'm inclined to think this wasn't a very well thought out decision. $idya https://t.co/q4rgQKMpTj So Gsk gave back the Werner compound after just [--] patients enrolled. I'm inclined to think this wasn't a very well thought out decision. $idya"
X Link 2026-02-03T11:02Z 21.2K followers, [----] engagements

"$sgmo unappetizing offering. Warrant wall climbing to Mount Everest level. CFO got the blame but in the end there was no Fabry partnering interest"
X Link 2026-02-03T14:19Z 21.2K followers, [----] engagements

"#PCSK9 Besides having to take a pill on a daily basis (see statins for how far that gets you in terms of adjerence) #enlicitide has to be taken on empty stomach and no food/water for another [--] minutes. Will be a more difficult sell esp for rushed working people when you have a semiannual RNAi option. $mrk $alny Phase [--] CORALreef Lipids trial: PCSK9 inhibitors are an effective alternative to statins for lowering LDL cholesterol but current formulations are available only in an injectable form. Research findings on an oral PCSK9 inhibitor are summarized in a new Quick Take video."
X Link 2026-02-06T15:00Z 21.2K followers, [----] engagements

"Have a nice weekend $hims grifters. FDA cannot verify the quality safety or efficacy of non-FDA approved drugs. https://t.co/0UJhH4BGfH FDA cannot verify the quality safety or efficacy of non-FDA approved drugs. https://t.co/0UJhH4BGfH"
X Link 2026-02-07T06:56Z 21.2K followers, [----] engagements

"You can't have it both ways 'Dr' Oz. On the one hand abetting the MAHA claim that #vaccines are dangerous but then getting cold feet when infections get out of control because of antivaxxers. You are complicit. #measles Dr. Mehmet Oz a leading U.S. health official urged people to get inoculated against the measles at a time of outbreaks across several states and as the U.S. is at risk of losing its measles elimination status. Take the vaccine please he said. https://t.co/YjGLPsFK3y Dr. Mehmet Oz a leading U.S. health official urged people to get inoculated against the measles at a time of"
X Link 2026-02-09T09:08Z 21.2K followers, [----] engagements

"$qure $sgmo In terms of alpha Gal activity the mid- and hi-doses by $qure actually look good. Also ALL [--] of the first-dosed subjects went off ERT so this number should grow. Just not sure about the regulatory path forward with mid- and hi-doses paused as low dose insufficient activity. https://twitter.com/i/web/status/2020814386495893634 https://twitter.com/i/web/status/2020814386495893634"
X Link 2026-02-09T10:57Z 21.2K followers, [----] engagements

"Whoa $nvo also sues based on patent infringement. What was $hims thinking #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"
X Link 2026-02-09T13:39Z 21.2K followers, [----] engagements

"@LifeSciVC It is a bit misleading though as essentially all but one of the 'prevalent' drugs listed for [----] are Glp1-based but certainly that's where pharma investments are at the moment"
X Link 2026-02-10T08:54Z 21.2K followers, [---] engagements

"'Projected' to regain ALL their weight in [--] years. #glp1 Weight Regain after Stopping Obesity Medications: @NEJMClinician Editor-in-Chief Raja-Elie Abdulnour MD (@BageLeMage) explains a recent meta-analysis that showed projected return to baseline weight within [--] years. Full context and comment by Sarah E. Post MD: https://t.co/yYqA9ppCcZ Weight Regain after Stopping Obesity Medications: @NEJMClinician Editor-in-Chief Raja-Elie Abdulnour MD (@BageLeMage) explains a recent meta-analysis that showed projected return to baseline weight within [--] years. Full context and comment by Sarah E. Post"
X Link 2026-02-10T12:14Z 21.2K followers, [----] engagements

"Where are the placebo numbers $nktr https://finance.yahoo.com/news/rezolve-ad-maintenance-data-atopic-120000860.html https://finance.yahoo.com/news/rezolve-ad-maintenance-data-atopic-120000860.html"
X Link 2026-02-10T12:23Z 21.2K followers, [----] engagements

"@RealTradingNick Whether a maintenance of response was due to drug or possibly due to chance. I admit this is just a minor detail in I&I trials. $nktr"
X Link 2026-02-10T13:16Z 21.2K followers, [----] engagements

"$nktr what is the rationale for I&I maintenance studies to exclude placebo from the analysis This may well be standard practice but it makes no sense to me"
X Link 2026-02-10T16:44Z 21.2K followers, [----] engagements

"Another #FDA rugpull. Crazy times. $mrna"
X Link 2026-02-11T04:47Z 21.2K followers, 10.3K engagements

"No-brainer for $mrna and other companies in a similar situation is to 'file over protest' because by PDUFA our friend Vinayak Prasad is likely to be OUT. $repl $qure"
X Link 2026-02-11T07:04Z 21.2K followers, [----] engagements

"$mrna if you were investing in vaccine development based on US policy and global growth trends you'd probably want to prioritize China (breakdown of annual flu vaccine sales below)"
X Link 2026-02-11T07:24Z 21.2K followers, [----] engagements

"Notice the (US) American flag on top of the Novo logo The brown-nosing of this Danish Co to the Trump admin is more than unappetizing but is clearly yielding results. Again biotech and Pharma CEOs companies like $nvo $crsp and $ibrx are showing you how it's done. Congrats to Mike and the #TIME100Health honorees Proud to celebrate leadership rooted in integrity innovation and trust. Mikes bold people-first approach is driving real lasting progress in healthcare. Read more: https://t.co/KlJuhGaqG1 https://t.co/X7dgFXWFFU Congrats to Mike and the #TIME100Health honorees Proud to celebrate"
X Link 2026-02-11T19:53Z 21.2K followers, [----] engagements

"$mrna Please keep up the pressure on the #FDA. No false compromise e.g. approval in smaller patient population but removal of Prasad has to be the end goal here"
X Link 2026-02-12T06:52Z 21.2K followers, [----] engagements

"@plainyogurt21 You may be right which is also why sickle cell is pure upside for me at this point. An acquirer though may value the commercial footprint $beam will get in preparation for non-chemo future follow-on products"
X Link 2026-02-12T07:44Z 21.2K followers, [---] engagements

"@gmt9992 Lack of inheritance tax also attractive and would consider it. But how easy is it to live there and buy property as a foreigner now"
X Link 2026-02-13T11:38Z 21.2K followers, [---] engagements

"In Germany former finance minister Scholz (who went on to become chancellor) pushed through legislation the night before Christmas followng which trading losses from options could essentially not be deducted from gains. E.g. you trade a lot and have a 5million in gainful trades vs [--] million in losing trades. Despite having lost net [--] million you owed the State 25% on the 5M (1.25M) in taxes. I almost bankrupted me. Needless to say the law had to be reversed. https://twitter.com/i/web/status/2022314858746712146 https://twitter.com/i/web/status/2022314858746712146"
X Link 2026-02-13T14:20Z 21.2K followers, [--] engagements

"I think of solving #ApoE-mediated Alzheimer's as the Manhattan Project of #RNAediting technology. This paper makes the point that 'even' the predominant E3 allele is greatly harmful and E2 sets the baseline (but is not protective). I suggest waiting for clinical development until subQ delivery of oligos to the CNS has been established. https://www.nature.com/articles/s44400-025-00045-9#Tab2 https://www.nature.com/articles/s44400-025-00045-9#Tab2"
X Link 2026-01-26T15:13Z 21.2K followers, [----] engagements

"$qure AAV Fabry gene therapy does not sound as promising as $sgmo's with variability in transgene expression and dose-limiting liver enzymes. Preliminary take pending full presentation today. https://finance.yahoo.com/news/uniqure-announces-updated-preliminary-amt-120500052.html https://finance.yahoo.com/news/uniqure-announces-updated-preliminary-amt-120500052.html"
X Link 2026-02-06T12:51Z 21.2K followers, 11.5K engagements

"Stark contrast between $ARWR and $WVE in characterizing their inhibinE programs: While both point towards potent early fat loss. $arwr says program still at hypothesis-generating stage; not sure about weight loss as mono and non-diabetic vs $wve weight loss is just matter of time While I lean towards $arwr in messaging I would position inhibinE as uniquely lowering fat in a specific potent manner. In the future: potent MASH medicine anti-diabetic CVD drug https://twitter.com/i/web/status/2020538563025043589 https://twitter.com/i/web/status/2020538563025043589"
X Link 2026-02-08T16:41Z 21.2K followers, [----] engagements

"$nktr oh the irony if placebo outperformance struck again in I&I. As we all know $mltx e.g. these conditions wax and wane and are influenced by many factors; if not perfectly managed ( $abvx seems near perfect) you can end up with big remission numbers in pbo. And then again based on the ever improving drug tolerability claims by Nektar they will probably not be telling the whole truth either. https://twitter.com/i/web/status/2021161729854460316 https://twitter.com/i/web/status/2021161729854460316"
X Link 2026-02-10T09:58Z 21.2K followers, [----] engagements

"$pepg up 50% in [--] trading days. Data ANY day now"
X Link 2026-02-12T15:18Z 21.2K followers, [----] engagements

"@bronxb_13 I was bearish on the mechanism before data came out. $capr"
X Link 2026-02-12T20:06Z 21.2K followers, [---] engagements

"$beam $arwr the desire to rule out future liver issues could be a motivation to adopt genome editing along with the apparent lung benefit (but deep Z--M conversion needed); for #RNAi knockdown treatment only makes sense if liver disease has become apparent or somebody is at very high risk. $prme https://twitter.com/i/web/status/2022046440126615665 https://twitter.com/i/web/status/2022046440126615665"
X Link 2026-02-12T20:33Z 21.2K followers, [----] engagements

"Time to initiate an inverse Prasad portfolio $repl $qure $srpt $bhvn $capr Maybe not all of them but some would perform tremendously should he get fired again"
X Link 2025-11-05T06:56Z 21.2K followers, 26.9K engagements

"$arwr $ions $alny I will never understand what the fascination is with these convertible notes: stock goes up note holders win; stock down they get money back and company often on edge of bankruptcy; plus due to hedging stock always down on note offering similar to if it were a dilutive secondary. Guess I like my balance sheet clean private and otherwise. https://twitter.com/i/web/status/2009222441063665994 https://twitter.com/i/web/status/2009222441063665994"
X Link 2026-01-08T11:15Z 21.2K followers, [----] engagements

"It reminds me of the $bbio $alny situation in their attr-cm p3 trials: benefits may mostly manifestly accrue over time esp in such a heterogeneous disease (i am surprised by the very liberal inclusion criteria); better safe than sorry. My main Q is whether this change was driven by FDA or Novartis the new owner. $pepg $dyn https://twitter.com/i/web/status/2014590190669504627 https://twitter.com/i/web/status/2014590190669504627"
X Link 2026-01-23T06:45Z 21.2K followers, [---] engagements

"$sgmo I agree that if there was salvation it would come from Astellas; but I would also note that unless Astellas wanted $sgmo R&D it could just wait to buy for chapter [--] to minimize the financial burden of the license. tick tock"
X Link 2026-01-23T10:45Z 21.2K followers, [----] engagements

"Sanegenebio a Chinese #RNAi outfit started by ex- $DRNA people and in p1 with inhibinE licenses drug candidate to Roche for $200M upfront. Follows deal with $lly. Similar developments have been happening with ex- $ARWR staffers less so with ex- $alny partly because Alnylam hired more from India partly because their job contracts had tougher non-compete clauses. $wve https://www.prnewswire.com/news-releases/sanegenebio-announces-rnai-global-licensing-collaboration-with-genentech-302676224.html"
X Link 2026-02-02T16:28Z 21.2K followers, [----] engagements

"$nktr if the I&I field were more honest in their phase [--] designs maybe they'd not be wasting so much money on 'surprise' negative phase [--] data. Third commandment from bible of drug development: Thou shalt fail early and thou shalt fail swiftly"
X Link 2026-02-10T17:59Z 21.2K followers, 11.7K engagements

"$alny down now almost 40% since I was crying out loud to use their strong stock for business development (adjacent platforms like genome editing RNA editing)"
X Link 2026-02-12T13:41Z 21.2K followers, [----] engagements

"$wve the positive from $alny choosing alk-7 over inhibinE is less competition. Of course they'd be declaring having more confidence in alk-7 but inhibinE IMO is the cleaner target and once more I like the liver angle. Overall net positive to me"
X Link 2026-02-12T14:36Z 21.2K followers, [----] engagements

"$alny there will be numerous Harvard Biz School case studies of why a former innovator failed to complement its loss-of-function platform with adjacent gain-of-function one. spending just 1/50 of its market cap to buy a leading stake in #RNAediting as $wve is surpassing them in RNAi chemistry and sets (preclinical) standard in durable #RNAediting. bwdiy. $prqr $krro https://twitter.com/i/web/status/2021969318733287725 https://twitter.com/i/web/status/2021969318733287725"
X Link 2026-02-12T15:27Z 21.2K followers, [----] engagements

"As to cultural fit $2.7B MC $beam would make for a stellar acquisition but then again I'm just talking my book. $alny"
X Link 2026-02-12T15:28Z 21.2K followers, [----] engagements

"$qure meeting minutes probably next week. Market clearly getting nervous after $mrna control group issues"
X Link 2026-02-12T18:18Z 21.2K followers, [----] engagements

"$pepg has a history of releasing data after-hours"
X Link 2026-02-12T20:39Z 21.2K followers, [----] engagements

"Casgevy sales picking up speed $54M in Q4. $crsp $vrtx $beam Today we announced our fourth quarter and full year earnings results. Read more about our recent highlights and outlook: https://t.co/MBf204aTfF https://t.co/eedbKvW42n Today we announced our fourth quarter and full year earnings results. Read more about our recent highlights and outlook: https://t.co/MBf204aTfF https://t.co/eedbKvW42n"
X Link 2026-02-12T21:44Z 21.2K followers, [----] engagements

"Dr Oz RFK now tainted by Epstein; Prasad being allegedly a sexual harasser at work all while Makary has no clue what's going on around him. Was being in the Epstein files a prerequisite to being in Trump's cabinet https://t.co/aQFNGuoiuD Was being in the Epstein files a prerequisite to being in Trump's cabinet https://t.co/aQFNGuoiuD"
X Link 2026-02-13T23:15Z 21.2K followers, [----] engagements

"$MGX (50% below cash).aaaand the new $ions collaboration target is. Yes you guessed it right: ApoC3 So $ions strategy is to follow up its ASO/RNAi programs (TTR AGT ApoC3) with genome editing As a next-gen or as a complement I believe a complement. So patients prefer dosing over lifetime some want to get it over with getting dosed once. https://finance.yahoo.com/news/metagenomi-present-preclinical-data-supporting-120000890.html https://finance.yahoo.com/news/metagenomi-present-preclinical-data-supporting-120000890.html"
X Link 2025-12-01T13:37Z 21.2K followers, [----] engagements

"$alny has initiated a phase [--] of fast-follower () ALN-2232 targeting Alk-7 in fat tissue for obesity and weight mgmt as quarterly product revs reach $1B: $arwr $wve https://finance.yahoo.com/news/alnylam-pharmaceuticals-reports-fourth-quarter-130000068.html https://finance.yahoo.com/news/alnylam-pharmaceuticals-reports-fourth-quarter-130000068.html"
X Link 2026-02-12T13:15Z 21.2K followers, [----] engagements

"@AppleHelix My theory is that $sny wanted $abvx but after $lly flew in last night and sealed the deal Hudson got the blame for losing out. $lly said $240 in cash no CVR shenanigans $sny could not counter"
X Link 2026-02-12T18:34Z 21.2K followers, [----] engagements

"I btw still expect a positive outcome from that meeting. After all similar to $srpt $qure is a case where even Prasad will have to bow to public pressure. $mrna has little readthrough since in the end anti-mRNA ideology is the only thing holding together the RFK-Makary-Prasad brotherhood. https://twitter.com/i/web/status/2022020241304293736 https://twitter.com/i/web/status/2022020241304293736"
X Link 2026-02-12T18:49Z 21.2K followers, [----] engagements

"@taeyoon43334145 @AppleHelix Agreed. With the new CEO already chosen a sudden firing following $lly landing is unlikely. One could even make the case that $sny is now even more likely to pursue $abvx since new CEOs like bold action when they come in.see $nvo"
X Link 2026-02-12T18:54Z 21.2K followers, [---] engagements

"If Germany did introduce such a tax on unrealized profits I'd definitely be gone. It would be Germany's loss btw. What are the Dutch thinking The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss"
X Link 2026-02-13T10:19Z 21.2K followers, [----] engagements

"@FluentInFinance This law will not stand constitutional tests unless they will apply it to real estate.and of course this is where everybody will be against it"
X Link 2026-02-15T09:06Z 21.2K followers, [---] engagements

"Don't VCs create these 'investment opportunities' Shouldn't they be more responsible as they push biotechs onto the public markets When I saw Cambridge VCs create artificial cookie-cutter modality 'champion' biotechs like bluebird in lentiviral (bluebird) with the obvious goal of a quick mega-IPO I've realized that many biotech VCs consider public biotech investors mere sheep. https://twitter.com/i/web/status/2022993103422984438 https://twitter.com/i/web/status/2022993103422984438"
X Link 2026-02-15T11:15Z 21.2K followers, [---] engagements

"Too bad #CRISPR also with the $verv acquisition was leading the biotech revival. Now $ntla seems to have killed all the momentum. Fortunately sector is better capitalized again and can reclaim investor favor through data and business development"
X Link 2025-12-30T21:12Z 21.2K followers, [----] engagements

"While $alny has done nothing in terms of taking advantage of their $70B market cap (e.g. by buying small RNA and CRISPR tech companies during their darkest hours).it has now lost their edge in RNAi technology too: $arwr: extrahepatic delivery leader $wve: most durable and potent RNAi What world have mgmt and BoD been living in https://twitter.com/i/web/status/2011380025283465679 https://twitter.com/i/web/status/2011380025283465679"
X Link 2026-01-14T10:09Z 21.2K followers, [----] engagements

"$wve $arwr just dawned on me: in order for type II diabetics to readily lose weight (=fat) you need to overcome their tendency (high insulin trying to shove sugars into already overloaded hepatocytes) to store and keep fat in the first place.#obesity By triggering fat burning directly #inhibinE knockdown bypasses sugar and explains why it is particularly effective in type II.ultimately restoring insulin-sensitivity too. https://twitter.com/i/web/status/2017166291707040089 https://twitter.com/i/web/status/2017166291707040089"
X Link 2026-01-30T09:21Z 21.2K followers, [----] engagements

"$wve $arwr important to measure lots of metabolic data in various patient populations to predict what impact #inhibinE and #alk7 knockdown has in a given patient.of course using AI"
X Link 2026-01-30T14:09Z 21.2K followers, [----] engagements

"Article on genome editing AccurEdit (Cas9 nuclease) fast following $ntla and $verv in TTR and PCSK9. They achieve similar milestones using 25% of resources required by US peers."
X Link 2026-02-03T21:54Z 21.2K followers, [----] engagements

"$hims patent infringement or snakeoil I believe there is confusion about what this case is all about. For me. 1) the '#oral Wegovy' is not so much of a knock-off but because of the formulation an entirely new UNPROVEN drug (molecular entity) that did not go through clinical trials and regulatory review; snakeoil 2) subQ Glp1s are about patent infringement (tbd) and secondarily skirting bioequivalence studies expected from generics https://twitter.com/i/web/status/2021144464123727949 https://twitter.com/i/web/status/2021144464123727949"
X Link 2026-02-10T08:49Z 21.2K followers, [----] engagements

"$mdgl unsurprising #RNAi focus. [--] preclinical programs from China. $wve $arwr $ions $MDGL In-Licenses Six Preclinical siRNA Programs from Suzhou Ribo Life Science for $60M upfront. https://t.co/HHqntFFCLT $MDGL In-Licenses Six Preclinical siRNA Programs from Suzhou Ribo Life Science for $60M upfront. https://t.co/HHqntFFCLT"
X Link 2026-02-11T11:32Z 21.2K followers, [----] engagements

"$beam now my biggest position neck-and-neck with $abvx. Basically unchanged since FDA AATD guidance and well cashed up. Sickle cell product should also fare considerably better than $vrtx $crsp's"
X Link 2026-02-11T21:50Z 21.2K followers, [----] engagements

"@plainyogurt21 Recent $vrtx $beam conference calls e.g"
X Link 2026-02-12T07:26Z 21.2K followers, [---] engagements

"$abvx just a coincidence that $sny CEO gets fired as $lly jet lands in Paris"
X Link 2026-02-12T13:26Z 21.2K followers, 17.2K engagements

"$alny says they believe alk-7 is more promising target over inhibinE pointing to preclinical and $arwr data. We shall see. $wve"
X Link 2026-02-12T14:15Z 21.2K followers, [----] engagements

"$beam now that regulatory uncertainty seems all but removed (see recent FDA alignment) current valuation reflects lack of confidence in commercial uptake of a genome editing therapy. Today's relative strength of #CRISPR stocks on the back of $CRSP $VRTX earnings showing accelerated uptake of Casgevy supports that. If you specialize in picking stocks where commercial uptake is underestimated (hello @jfais20) $beam and upcoming AATD launch may be for you. It will blow past expectations of most industry watchers and investors. https://twitter.com/i/web/status/2022353715760386242"
X Link 2026-02-13T16:54Z 21.2K followers, [----] engagements

"$iron this #FDA is just full of hot air. Let's cross our fingers that alleged sexual harasser Vinayak Prasad is out by Tuesday"
X Link 2026-02-13T22:14Z 21.2K followers, [----] engagements

"When will Makary realize that his buddy Prasad is actively undermining him and making him look bad Makary issues $iron a CNPV also based on plausible mechanism then Prasad says mechanism is not plausible"
X Link 2026-02-13T23:03Z 21.2K followers, [----] engagements

"$beam $qure $mltx what to make of any positive regulatory 'alignments' when leftist saboteur Prasad can interject himself last minute $qure alignment e.g. last year occurred under new admin so this does not only impact developments started under old FDA"
X Link 2026-02-14T09:38Z 21.2K followers, [----] engagements

"This article on Sanofi CEO change quotes a Jefferies analyst who agrees with my view that there is little rhyme or reason in I&I drug development. In fact I'm wondering whether because of it the healthcare system is wasting much money here on expensive specialty drugs that in the end don't really add much. $mltx $nktr $abvx etc https://endpoints.news/sanofis-new-ceo-belen-garijo-gets-frosty-reception-as-challenges-await/ https://endpoints.news/sanofis-new-ceo-belen-garijo-gets-frosty-reception-as-challenges-await/"
X Link 2026-02-14T13:25Z 21.2K followers, [----] engagements

"@Biohazard3737 There hasnt been a move to single pivotal trials yet not formalized and not put into practice either. $mltx alignmemt is explicitly based on [--] trials (one a phase 2). The single pivotal trial talk was just more hot FDA air"
X Link 2026-02-16T10:01Z 21.2K followers, [---] engagements

"$pepg $pali instead of being humbled by past transgressions (crossed wall financings) these funds are laughing at retail now. When times are tough though they are begging 'generalists' to come back"
X Link 2025-10-03T06:27Z 20.5K followers, [----] engagements

"@hannibalspeaks I am a proud independent retail not trying to brown-nose myself with managements and Boards to get preferential insights and financings. Also I pay capital gains tax. It is not about the size"
X Link 2025-10-03T07:37Z 20.4K followers, [---] engagements

"$mltx to be clear: I would not have 'doubled down' if SLK was a damaged good now just to make back losses on a hoped-for dead cat bounce like a gambler in a casino. I slept very well (trading at cash data that shows SLK has top efficacy+safety) almost felt like parking money in cash. Biotwitter and analysts have their merits but not always reflection of reality and how businesses like MoonLake actually operate"
X Link 2025-10-03T18:45Z 20.4K followers, [----] engagements

"$crsp RE PR on gene writer for AATD: 1) $BEAM getting more AATD competition from gene writers/prime editing $CRSP $PRME 2) CRISPR Tx feeling compelled to PR basic genome editing progress means they view genome editing to have hype potential again.after embarrassing excursion into RNAi. https://ir.crisprtx.com/news-releases/news-release-details/crispr-therapeutics-present-preclinical-data-alpha-1-antitrypsin https://ir.crisprtx.com/news-releases/news-release-details/crispr-therapeutics-present-preclinical-data-alpha-1-antitrypsin"
X Link 2025-10-03T19:20Z 20.5K followers, [----] engagements

"$qure always thought logical next-gen to AMT-130 is co-lowering of MSH3 (repeat expansion) + exon1HTT (toxicity) -- does new gene therapy about to start clin trials aimed at lowering MSH3 involve uniQure Another Q also for $clpt degenerates: how long is neurosurgery for AMT-130 at moment Tabrizi claims it is too long for AMT-130 to be widely used based on a personal anecdote. She says other AAV serotypes would lower that. Could that hint at non-uniQure efforts Finally looks like $ions also working on MSH3 lowering using oligos. Believe below is the most recent interview (10/3) Sarah Tabrizi"
X Link 2025-10-05T08:39Z 20.5K followers, [----] engagements

"$qure Seems that AMT-130 availability could be less than demand initially but I expect that in profit-driven healthcare system hospitals will recognize potential of $clpt-enabled procedures and invest accordingly. 'The most important part of the surgery length beyond people occupying an extremely rare intraoperative MRI scanner are the people who have to be in that room.' @johnkmason @A_May_MD I'll help you. I don't think Adam has much of an opinion on Clearpoint because I've never seen Adam talk about Clearpoint. As far as the interview and the KOL she comments on new capsids making"
X Link 2025-10-05T10:16Z 20.5K followers, [----] engagements

"$pepg looking at the dose dispropotional oligo accumulation (biodistribution) and CASI (PD) in single-dose study.not sure the 5mg/kg or even simple 10mg/kg repeat admins will get to same CASI as single 15mg/kg. Co may need to consider loading dose regimens etc"
X Link 2025-10-06T15:12Z 20.5K followers, [----] engagements

"I just realized that the dosing regimen for [--] and 10mg/kg MAD is q4w.this is pretty much loading dosing. $pepg"
X Link 2025-10-08T07:09Z 20.5K followers, [----] engagements

"@Hall8Jack Maybe one of the $clpt people on here should educate him on the delivery. The videos of the striatum getting precisely filled/saturated with drug are beautiful. $qure"
X Link 2025-10-08T20:53Z 20.5K followers, [---] engagements

"@richtrades100 Of course it is about color $srpt provide about current market dynamics plus progress on successfully implementing sirolimus"
X Link 2025-10-09T09:30Z 20.5K followers, [---] engagements

"$akro CVR priced at $0.2 at moment. A 30x if drug gets approved for compensated cirrhosis. Starting to build a portfolio of CVRs. Main risk is I am dead by pay-out"
X Link 2025-10-09T14:22Z 20.5K followers, [----] engagements

"$qure wouldnt it be easy for regulators to check the validity of the analysis by randomly picking [--] patients meeting trial entry criteria from one of the Nat Hx databases and then propensity match them and run the simulation Interestingly no peep yet from Vinay nor Marty. Maybe still aligning their messaging"
X Link 2025-10-09T18:36Z 20.5K followers, [----] engagements

"@john_hersc79276 In a disease where progression is so variable from patient to patient unless you run a much larger trial propensity matching much more suitable than random placebo. Of course you could ask for such a trial but have patients wait another [--] years. $qure"
X Link 2025-10-09T19:26Z 20.5K followers, [---] engagements

"@17thfellow Actually leaving 75% on the table is a bad idea regardless of whether I did 'double down' or not following the crash or whether it was $mltx or any other stock"
X Link 2025-10-11T04:44Z 20.5K followers, [---] engagements

"50% huntingtin exon [--] kd better than 80% full-length. $qure $qure https://t.co/3jIAG3kq5Z https://t.co/8I8l8J6Z9o $qure https://t.co/3jIAG3kq5Z https://t.co/8I8l8J6Z9o"
X Link 2025-10-12T15:49Z 20.6K followers, 10.2K engagements

"$qure amt-130 presentation about to conclude. Anything new biotwitter $qure Sunday for first scientific AMT-130 pivotal trial presentation. https://t.co/5dgTmBn7bc $qure Sunday for first scientific AMT-130 pivotal trial presentation. https://t.co/5dgTmBn7bc"
X Link 2025-10-12T15:52Z 20.5K followers, 15.6K engagements

"Alnylam opts out of 50:50 arrangement w/ Medtronic and CHDI in Huntington's. Part of cost-savings $ALNY $MDT"
X Link 2012-05-03T20:50Z 18.5K followers, [--] engagements

"Details on the settlement between Tekmira and Alnylam are out: http://t.co/RlE08IfD $TKMR $ALNY http://www.sec.gov/Archives/edgar/data/1447028/000119312512479696/0001193125-12-479696-index.htm http://www.sec.gov/Archives/edgar/data/1447028/000119312512479696/0001193125-12-479696-index.htm"
X Link 2012-11-23T21:36Z 18.6K followers, [--] engagements

"Flood of $ALNY insider selling ahead of [--] key clinical trial events continues. President/COO for a profit of 0.5M: http://t.co/uOt3muPNje http://phoenix.corporate-ir.net/phoenix.zhtmlc=148005&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTg4MDU4MjAmRFNFUT0wJlNFUT0wJlNRREVTQz1TRUNUSU9OX0VOVElSRSZzdWJzaWQ9NTc%3d http://phoenix.corporate-ir.net/phoenix.zhtmlc=148005&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTg4MDU4MjAmRFNFUT0wJlNFUT0wJlNRREVTQz1TRUNUSU9OX0VOVElSRSZzdWJzaWQ9NTc%3d"
X Link 2013-03-19T20:52Z 18.5K followers, [--] engagements

"The news from Boston this morning quite sickening. Dicer-substrate RNAi Co. Dicerna based in Watertown $ALNY not far away from MIT"
X Link 2013-04-19T15:18Z 18.5K followers, [--] engagements

"Prosensa senses a DMD exon skip bubble aiming for IPO before it pops: http://t.co/xTT2pb6Pv2 $SRPT http://www.sec.gov/Archives/edgar/data/1574111/000119312513235738/d519642df1.htm http://www.sec.gov/Archives/edgar/data/1574111/000119312513235738/d519642df1.htm"
X Link 2013-05-24T20:43Z 18.5K followers, [--] engagements

"TLR9-enhanced HBV vaccine by $DVAX needs larger safety database according to FDA. If satisfied larger market too: http://t.co/1l2ej1IPdI http://www.4-traders.com/DYNAVAX-TECHNOLOGIES-CORP-9106/news/Dynavax-Technologies-Corporation-Dynavax-Reports-Feedback-From-FDA-Meeting-Regarding-HEPLISAV-TM-17012541/ http://www.4-traders.com/DYNAVAX-TECHNOLOGIES-CORP-9106/news/Dynavax-Technologies-Corporation-Dynavax-Reports-Feedback-From-FDA-Meeting-Regarding-HEPLISAV-TM-17012541/"
X Link 2013-06-10T12:34Z 19.6K followers, [--] engagements

"$RGLS should take the money and run. $450M market cap vs $ARWR (with much more advanced tech) market cap of $70M. Star-struck investors"
X Link 2013-07-10T17:48Z 18.6K followers, [--] engagements

"Take on $ALNY ALN-TTRsc results: http://t.co/X82ygS5kSa $ARWR $TKMR $SLN $RXII $BLT $MRNA http://rnaitherapeutics.blogspot.de/2013/07/alnylam-indicates-that-80-subcutaneous.html http://rnaitherapeutics.blogspot.de/2013/07/alnylam-indicates-that-80-subcutaneous.html"
X Link 2013-07-11T12:02Z 18.6K followers, [--] engagements

"Current RNAi technologies can do better than $REGN for #PCSK9 for LDL lowering. http://t.co/FnykrEintD $ALNY $ARWR $TKMR http://investor.regeneron.com/releasedetail.cfmReleaseID=797732 http://investor.regeneron.com/releasedetail.cfmReleaseID=797732"
X Link 2013-10-16T05:34Z 18.6K followers, [--] engagements

"Further comparison of $ARWR's DPC vs $ALNY GalNAc-siRNAs (blog; warning: technical): http://t.co/JCQ5zMlI8v http://rnaitherapeutics.blogspot.de/2013/11/arrowhead-research-patent-application.html http://rnaitherapeutics.blogspot.de/2013/11/arrowhead-research-patent-application.html"
X Link 2013-11-15T20:34Z 18.5K followers, [--] engagements

"Based on $ALNY presentation at Dt Bank you'd think they want to license a GalNAc version of RNAi Rx for HepB to 'larger company'. $ARWR"
X Link 2013-12-03T19:51Z 18.5K followers, [--] engagements

"$TKMR Here comes the first $5M milestone from $ALNY but what about the other arbitrated [--] related to ALN-VSP02 http://t.co/4e9vOr56S1 http://seekingalpha.com/news-article/8471141-tekmira-receives-5-million-milestone-payment-for-phase-iii-initiation-of-lnp-enabled-patisiran-aln-ttr02source=email_rt_mc_body&app=n http://seekingalpha.com/news-article/8471141-tekmira-receives-5-million-milestone-payment-for-phase-iii-initiation-of-lnp-enabled-patisiran-aln-ttr02source=email_rt_mc_body&app=n"
X Link 2013-12-17T21:09Z 18.5K followers, [--] engagements

"I expect RNAi Therapeutics fireworks during today's trading. $ALNY $TKMR $ARWR $MRNA"
X Link 2014-01-13T05:09Z 18.6K followers, [--] engagements

"My take on today's deal of $ALNY with Genzyme and Merck (blog) http://t.co/GQByV5ZWOW http://rnaitherapeutics.blogspot.com/2014/01/alnylam-acquires-mercks-rnai-assets-and.html http://rnaitherapeutics.blogspot.com/2014/01/alnylam-acquires-mercks-rnai-assets-and.html"
X Link 2014-01-13T06:13Z 18.6K followers, [--] engagements

"The RNAi Therapeutics Investment Guide for 2014: http://t.co/2Yt6oFyCEH $ALNY $ARWR $BLT $DCRN $MRNA $SLN $TKMR $RXII $ISIS $RGLS $RNA $ROSG http://rnaitherapeutics.blogspot.com/2014/01/available-now-rnai-therapeutics.html http://rnaitherapeutics.blogspot.com/2014/01/available-now-rnai-therapeutics.html"
X Link 2014-01-15T11:02Z 18.6K followers, [--] engagements

"How could $DRNA have a higher market cap than $TKMR Compare any parameter (ex cash on hand) and $TKMR IMO comes out ahead"
X Link 2014-01-30T15:44Z 18.6K followers, [--] engagements

"$ALNY Also of interest Co most excited about $MRK tech acquisition for GalNAc-related delivery tech.I guess nucleotide modification library"
X Link 2014-02-14T13:02Z 18.5K followers, [--] engagements

"$TKMR I can't remember $ALNY or $ARWR (or anybody else) issuing press releases on the filing of a shelf. #odd"
X Link 2014-02-22T17:02Z 18.5K followers, [--] engagements

"Why an #RNAi Therapeutic could be last man standing in #PCSK9 race (blog): http://t.co/gHwSvskKkt $ALNY $REGN $AMGN http://rnaitherapeutics.blogspot.de/2014/03/an-rnai-therapeutic-could-be-last-man.html http://rnaitherapeutics.blogspot.de/2014/03/an-rnai-therapeutic-could-be-last-man.html"
X Link 2014-03-07T20:37Z 18.5K followers, [--] engagements

"$PFE about to buy $TKMR for $100B Or maybe some other mega-merger financial engineering"
X Link 2014-03-12T18:17Z 18.5K followers, [--] engagements

"Big Pharma dealing-wheeling could affect RNA Rx partnerships (blog): http://t.co/vpzjHaZLxe $AZN $PFE $VRX $AGN $NVS $GSK http://rnaitherapeutics.blogspot.de/2014/04/pharmaceutical-mega-deals-could-delay.html http://rnaitherapeutics.blogspot.de/2014/04/pharmaceutical-mega-deals-could-delay.html"
X Link 2014-04-22T18:40Z 18.5K followers, [--] engagements

"Big de-risking for ALN-TTR02 and SNALP LNP delivery (blog): http://t.co/gREXmyjecM $ALNY $TKMR $ISIS http://rnaitherapeutics.blogspot.de/2014/04/big-de-risking-of-aln-ttr02-and-snalp.html http://rnaitherapeutics.blogspot.de/2014/04/big-de-risking-of-aln-ttr02-and-snalp.html"
X Link 2014-04-28T14:25Z 18.6K followers, [--] engagements

"Killing an Easter Bunny now to fight depression of seeing $ALNY and $TKMR go down despite today's ALN-TTR02 results. W/ lots of milk too"
X Link 2014-04-28T16:34Z 18.6K followers, [--] engagements

"Got a hunch that $ALNY $ARWR $ISIS $TKMR combined have a more exciting pipeline than $PFE- $AZN combo. Compare market caps"
X Link 2014-04-29T09:54Z 18.5K followers, [--] engagements

"$ISIS-GCGR on path to become important diabetes drug (blog): http://t.co/hMyuqYgRhM $MRK $LLY http://rnaitherapeutics.blogspot.de/2014/06/isis-gcgr-on-path-to-become-important.html http://rnaitherapeutics.blogspot.de/2014/06/isis-gcgr-on-path-to-become-important.html"
X Link 2014-06-18T09:58Z 18.5K followers, [--] engagements

"$THOR needs a tax inversion yesterday"
X Link 2014-08-06T21:19Z 18.5K followers, [--] engagements

"6Sep for some more HBV knockdown data. This time from $ISIS: http://t.co/5IZ7pSkYL3 $TKMR $ARWR $ALNY http://phoenix.corporate-ir.net/phoenix.zhtmlc=222170&p=IROL-calendar http://phoenix.corporate-ir.net/phoenix.zhtmlc=222170&p=IROL-calendar"
X Link 2014-08-28T19:57Z 18.6K followers, [--] engagements

"Bought some $CONX. Time for Twitizens to acquire majority stake and reject takeover proposal. Early Dx key to containing #Ebola"
X Link 2014-10-16T16:43Z 18.6K followers, [--] engagements

"$CONX I should make it clear that I spent at most [--] minutes on the company+science. It's a tiny #Ebola fear trade to me"
X Link 2014-10-16T16:55Z 18.6K followers, [--] engagements

"Parenthetically the #Ebola stock sell-off was so bad that I bought $CONX for 3% below acquisition price"
X Link 2014-10-20T20:18Z 18.6K followers, [--] engagements

"$AEGR $SGEN The moral-izing squad out there in full force. May be a buying opportunity come Monday- though I don't like $AEGR's drug"
X Link 2014-10-24T21:33Z 18.5K followers, [--] engagements

"$CONX highlighted in y'day NYTimes article on rapid #Ebola Dx need. Hoping for a bump today. Somewhat a folly to have bought it for $0.3 ;)"
X Link 2014-11-05T12:37Z 18.6K followers, [--] engagements

"$CONX I'm flogging myself for it every time I think about it. #Ebola"
X Link 2014-11-05T12:46Z 18.5K followers, [--] engagements

"$RGLS what a gift. Nothing's changed fundamentally only Big Pharma having to hit earnings guidance selling giving you a 10% discount"
X Link 2014-11-13T15:05Z 18.6K followers, [--] engagements

"Roche's first RNA Therapeutics candidate (following Santaris acquisition) targets HIF1alpha for cancer: $ISIS $AZN https://www.genomeweb.com/mirnarnai/roche-selects-first-lna-drug-candidate-following-santaris-acquisition https://www.genomeweb.com/mirnarnai/roche-selects-first-lna-drug-candidate-following-santaris-acquisition"
X Link 2014-12-17T20:10Z 20K followers, [--] engagements

"Amazing how $RGLS flies under radar as HCV play. Maybe problem is that they have so much value outside of HCV too. Market cap 1/3 of $ACHN"
X Link 2014-12-22T12:14Z 18.5K followers, [--] engagements

"The sad part is that $ESRX is targeting the good drugs. The dirty truth that for $60B market cap $ESRX it's all about the profits"
X Link 2014-12-23T18:55Z 18.5K followers, [--] engagements

"Into the $SHPG $TKMR $SGMO mix I'd also throw in Dan Anderson from MIT ex- $ALNY collaborator"
X Link 2015-01-09T11:39Z 18.5K followers, [--] engagements

"Monsanto sprayed RNAi product (against Colorado Potato Beetle) advances into larger field trials: $TKMR $MON https://www.genomeweb.com/mirnarnai/monsanto-advances-topical-rnai-pesticide-against-colorado-potato-beetle https://www.genomeweb.com/mirnarnai/monsanto-advances-topical-rnai-pesticide-against-colorado-potato-beetle"
X Link 2015-01-10T08:43Z 18.5K followers, [--] engagements

"$ALNY promising hemophilia data; up to 337% increase in thrombin generation. Dose escalation ongoing: http://t.co/aFyWEBbZ0s http://investors.alnylam.com/releasedetail.cfmReleaseID=890625 http://investors.alnylam.com/releasedetail.cfmReleaseID=890625"
X Link 2015-01-12T12:04Z 18.5K followers, [--] engagements

"My thoughts on the $TKMR-OnCore merger (blog): http://t.co/yaMtIf40zc $ARWR $ALNY http://rnaitherapeutics.blogspot.com/2015/01/tekmira-merges-to-create-hbv-powerhouse.html http://rnaitherapeutics.blogspot.com/2015/01/tekmira-merges-to-create-hbv-powerhouse.html"
X Link 2015-01-12T17:41Z 18.5K followers, [--] engagements

"$SRPT $BMRN Given the what seems to be remarkable safety profile of eteplirsen couldn't the [--] be used together for additive efficacy"
X Link 2015-02-26T19:28Z 18.5K followers, [--] engagements

"My perspective on today's $ARWR acquisition of Novartis' RNAi assets (blog): http://t.co/urAM4WBo1Y $ALNY $NVS http://rnaitherapeutics.blogspot.jp/2015/03/arrowhead-acquires-30-alnylam-exclusive.html http://rnaitherapeutics.blogspot.jp/2015/03/arrowhead-acquires-30-alnylam-exclusive.html"
X Link 2015-03-05T15:12Z 18.5K followers, [--] engagements

"Somewhat disagree w/ RBC as I believe importance of dystrophin as surrogate endpoint will not go awayesp. w/ rarer exons. $SRPT $PTCT $SRPT"
X Link 2015-03-24T18:48Z 18.5K followers, [--] engagements

"$ALNY slams $DRNA with trade secret complaint (blog): http://t.co/HfoWOg3fqH $TKMR http://rnaitherapeutics.blogspot.de/2015/06/alnylam-slams-dicerna-with-trade-secret.html http://rnaitherapeutics.blogspot.de/2015/06/alnylam-slams-dicerna-with-trade-secret.html"
X Link 2015-06-10T22:04Z 18.6K followers, [--] engagements

"Vivek Ramaswamy $AXON CEO and $TKMR chairman obviously great salesperson. Only thing I did not like was his frequent use of 'actually'"
X Link 2015-06-11T22:19Z 18.6K followers, [--] engagements

"$ALNY only problem w/ CC5 data is hemolytic inhibition not dose-dependent kind of an important parameter (slide 12): http://t.co/iyPSlIfGbR http://files.shareholder.com/downloads/ABEA-430HSO/3237797501x0x835125/DF7B6062-1948-4EA2-9349-9A9B8201989F/ALN-CC5_EHA_ConfCall-slides.pdf http://files.shareholder.com/downloads/ABEA-430HSO/3237797501x0x835125/DF7B6062-1948-4EA2-9349-9A9B8201989F/ALN-CC5_EHA_ConfCall-slides.pdf"
X Link 2015-06-12T11:38Z 18.5K followers, [--] engagements

"What are the chances that $ALNY's HBV candidate will utilize $TKMR's LNP tech Decent IMO. $ARWR"
X Link 2015-07-13T10:47Z 18.6K followers, [--] engagements

"On July [--] we will know. $TKMR $ALNY $ARWR"
X Link 2015-07-13T10:49Z 18.6K followers, [--] engagements

"$ALNY rushes HBV candidate towards clinic (HBV blog): http://t.co/oPSuhYadsE $ARWR $TKMR #NeedleBurden http://curehbv.blogspot.de/2015/07/alnylam-rushes-hbv-rnai-candidate.html http://curehbv.blogspot.de/2015/07/alnylam-rushes-hbv-rnai-candidate.html"
X Link 2015-07-29T21:44Z 18.5K followers, [--] engagements

"$ALNY so here we go: it's [--] out of [--] in the phase II OLE that discontinued due to ISRs (as per conference call)"
X Link 2015-08-06T21:20Z 18.5K followers, [--] engagements

"$ALNY down-playing ISRs by comparing to [--] worst examples in oligo space: drisapersen and mipomersen. #whistlingpastgraveyard"
X Link 2015-08-06T21:31Z 18.5K followers, [--] engagements

"So while $ALNY says that ESC-Galnac safety will be much better than ALN-TTRsc what do we actually know about ESC-GalNAc safety Not much"
X Link 2015-08-06T22:11Z 18.5K followers, [--] engagements

"When $ALNY CEO already announces multi-log HBsAg knockdowns a given in humans all you need to know about their credibility. $ARWR"
X Link 2015-08-07T09:07Z 18.5K followers, [--] engagements

"I feel $SGMO is in a similar spot to where $ALNY had been in [----] (around $6 now $97) as clinical data and INDs were just about to come in"
X Link 2015-09-04T19:26Z 18.5K followers, [--] engagements

"@jmuelle99 @TheSliv @bradloncar forgot execution/operations: A-"
X Link 2015-09-17T20:44Z 20.1K followers, [--] engagements

"$NBIX what's the market for Tardive Dyskinesia Seems like all recent positive trial results ( $ARWR $ONCE etc) had to be sold short"
X Link 2015-10-08T11:38Z 18.5K followers, [--] engagements

"$isis buy-out price guess: $80 $biib"
X Link 2015-10-27T19:59Z 18.5K followers, [--] engagements

"$pfe will never be able/willing to reform itself from core. all that is left is to think of next mega-merger. $ACT"
X Link 2015-10-29T05:38Z 18.5K followers, [--] engagements

"LOOK AT THE NOV6 DATA UPDATE $isis $biib http://thefastmovement.org/petition/ http://thefastmovement.org/petition/"
X Link 2015-11-12T17:58Z 18.5K followers, [--] engagements

"$ALNY presents mouse data for HBV candidate should target e-pos + neg trying to learn from $ARWR http://www.alnylam.com/web/assets/ALN-HBV_AASLD_111515.pdf http://www.alnylam.com/web/assets/ALN-HBV_AASLD_111515.pdf"
X Link 2015-11-16T09:34Z 18.6K followers, [--] engagements

"$arwr most potent single-dose knockdown ever reported for RNAi in Man (not mouse.) $alny"
X Link 2015-11-16T17:06Z 18.5K followers, [--] engagements

"3 sins that will turn me away from drug stocks: 1) slash-and-burn a la $vrx; 2) tax inversions a la $pfe; 3) buy-backs not M&A a la $gild"
X Link 2016-03-18T17:35Z 18.5K followers, [--] engagements

"$srpt market cap: $480M; cash: $180M; burn: $40-50M/quarter; strategy: DMD exon skip all-in. What if neg FDA decision my bet: $3"
X Link 2016-04-22T10:41Z 18.5K followers, [--] engagements

"Happy to see mainstream media calling out scams like $INO. Unfortunately an exception: https://x.com/JohnCendpts/status/745968350115790848 Ebola Zika ATM Inovio CEO Kim called out for gaming pandemic panic $INO https://t.co/hn3WA0Bnwa https://x.com/JohnCendpts/status/745968350115790848 Ebola Zika ATM Inovio CEO Kim called out for gaming pandemic panic $INO https://t.co/hn3WA0Bnwa"
X Link 2016-06-23T13:20Z 18.6K followers, [--] engagements

"$BMRN smells like a sham rumor. http://www.betaville.co.uk/news/roche-said-to-have-rekindled-interest-in-biomarin-sources/ http://www.betaville.co.uk/news/roche-said-to-have-rekindled-interest-in-biomarin-sources/"
X Link 2016-07-07T12:07Z 18.5K followers, [--] engagements

"$ARWR rejoice: After HBV IND delay $ALNY stumbles once again in competing app: AAT. Trial fails need new cand: http://investors.alnylam.com/releasedetail.cfmReleaseID=991334 http://investors.alnylam.com/releasedetail.cfmReleaseID=991334"
X Link 2016-09-28T20:49Z 18.6K followers, [--] engagements

"Competes w/ $ALNY's fitusiran: https://x.com/JohnCendpts/status/794134657021411328 Severe adverse events mar the end of Roches PhIII for breakthrough hemophilia drug https://t.co/Vt6vyESZUy https://x.com/JohnCendpts/status/794134657021411328 Severe adverse events mar the end of Roches PhIII for breakthrough hemophilia drug https://t.co/Vt6vyESZUy"
X Link 2016-11-03T11:28Z 18.5K followers, [--] engagements

"$WVE apparently had some issues w/ its 1st Huntington's IND plans to refile: Also $PFE collab targets NASH ApoCIII http://ir.wavelifesciences.com/phoenix.zhtmlc=254233&p=irol-newsArticle&ID=2234787 http://ir.wavelifesciences.com/phoenix.zhtmlc=254233&p=irol-newsArticle&ID=2234787"
X Link 2017-01-08T21:47Z 18.5K followers, [--] engagements

"HIGHLY promising functional improvements relative to placebo along w/ greatly decreased tissue amyloid deposition. $ions $alny https://x.com/RNA_Biotech/status/857233634780205056 $ALNY 24-Month Results P2 OLE Patisiran for ATTR (hATTR) Amyloidosis - decrease mNIS+7: [---] points after [--] months https://t.co/6UBccmweww https://x.com/RNA_Biotech/status/857233634780205056 $ALNY 24-Month Results P2 OLE Patisiran for ATTR (hATTR) Amyloidosis - decrease mNIS+7: [---] points after [--] months https://t.co/6UBccmweww"
X Link 2017-04-26T14:14Z 18.5K followers, [--] engagements

"$SRPT Genzyme has always been most likely acquirer next to $bmrn. Director exit therefore extremely telling"
X Link 2017-04-28T13:26Z 18.6K followers, [--] engagements

"RNA Rx investors are the most educated bunch. $ALNY $IONS $SRPT $ARWR $DRNA $RGLS $SLN https://x.com/Steve_382/status/859785753504751617 https://x.com/Steve_382/status/859785753504751617"
X Link 2017-05-03T16:35Z 18.5K followers, [--] engagements

"RNAi Therapeutics Become Real (blog): $ALNY $ABUS $ARWR $DRNA $IONS $MRNA #Patisiran #APOLLO https://rnaitherapeutics.blogspot.de/2017/09/rnai-therapeutics-become-real.html https://rnaitherapeutics.blogspot.de/2017/09/rnai-therapeutics-become-real.html"
X Link 2017-09-21T10:37Z 18.6K followers, [--] engagements

"RNAi companies ought to look beyond their platforms (blog): $ALNY $ARWR $DRNA $IONS $SRPT $ADHD $ABUS https://rnaitherapeutics.blogspot.de/2017/10/rnai-companies-ought-to-look-beyond.html https://rnaitherapeutics.blogspot.de/2017/10/rnai-companies-ought-to-look-beyond.html"
X Link 2017-10-20T23:18Z 19.6K followers, [--] engagements

"$AXON Bet Vivek will find s.th. interesting in the $PFE neuro dumpster"
X Link 2018-01-08T21:34Z 18.5K followers, [--] engagements

"Another $IONS paper on 2'F-dep cytotoxicity. Interestingly this time they do not implicate 2'-F RNAi triggers as before: $ALNY $RGLS $ARWR https://academic.oup.com/nar/advance-article/doi/10.1093/nar/gky060/4829699 https://academic.oup.com/nar/advance-article/doi/10.1093/nar/gky060/4829699"
X Link 2018-02-04T14:50Z 18.5K followers, [--] engagements

"Happy Gene Therapy Talk Presaged Market Correction (blog) $EDIT $CRSP $SGMO $IONS $ARWR $DRNA $ALNY https://rnaitherapeutics.blogspot.de/2018/02/happy-gene-therapy-talk-presaged-market.html https://rnaitherapeutics.blogspot.de/2018/02/happy-gene-therapy-talk-presaged-market.html"
X Link 2018-02-06T11:33Z 18.5K followers, [--] engagements

"Lots substantial happening at $ALNY: https://seekingalpha.com/pr/17069374-alnylam-pharmaceuticals-reports-fourth-quarter-full-year-2017-financial-results-highlights https://seekingalpha.com/pr/17069374-alnylam-pharmaceuticals-reports-fourth-quarter-full-year-2017-financial-results-highlights"
X Link 2018-02-08T13:15Z 18.5K followers, [--] engagements

"Wow if true. $SRPT https://x.com/mavericneo/status/961939148541169665 $SRPT chatter about trial halted in UK. Taking a hit in pre-market https://x.com/mavericneo/status/961939148541169665 $SRPT chatter about trial halted in UK. Taking a hit in pre-market"
X Link 2018-02-09T12:27Z 18.5K followers, [--] engagements

"$ESPR when your drug sucks you obviously would want to compete on price: $MDCO $ALNY https://www.bloomberg.com/news/articles/2018-02-23/esperion-targets-10-a-day-for-heart-pill-undercutting-rivals https://www.bloomberg.com/news/articles/2018-02-23/esperion-targets-10-a-day-for-heart-pill-undercutting-rivals"
X Link 2018-03-01T09:14Z 18.5K followers, [--] engagements

"Commonly Used RNAi Trigger Modification Can Integrate into Genome and Cellular Transcripts (blog): $ALNY $IONS $RGLS $ARWR $DRNA https://rnaitherapeutics.blogspot.de/2018/03/commonly-used-rnai-trigger-modification.html https://rnaitherapeutics.blogspot.de/2018/03/commonly-used-rnai-trigger-modification.html"
X Link 2018-03-08T21:15Z 18.5K followers, [--] engagements

"$65 is wishful thinking. $espr looks like the next $orex to me. https://x.com/BigChodu/status/972975786142699520 https://x.com/BigChodu/status/972975786142699520"
X Link 2018-03-12T08:28Z 20.1K followers, [--] engagements

"$IONS $AKCA true reason why nobody was too interested in licensing Inotersen wasn't Patisiran or platelets but nextgen $ALNY drug"
X Link 2018-03-15T18:09Z 19.1K followers, [--] engagements

"$RIOT files 10Q: is this for real managed to funnel away almost all of its cash incl recent raise"
X Link 2018-05-17T22:25Z 18.5K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing