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@crashkolnikov Avatar @crashkolnikov Notes From TBC

Regeneron ($regn) has been making significant progress with its pipeline, including the successful phase III trial of garetosmab and the potential for a long-acting version of its Dupixent replacement. The company's CEO has been engaging in discussions with investors, providing insights into its strategy and pipeline. Additionally, Regeneron's partnership with Mammoth Biosciences to develop next-gen CRISPR therapies has been highlighted as a promising development.

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Social Influence

Social category influence stocks XXXX% automotive brands XX% travel destinations XXXX% formula 1 XXXX%

Social topic influence $ptc 25%, business 25%, bmw 25%, $brkr 25%, ceo 25%, $regn 12.5%, $sny 12.5%, collab 12.5%, regn 12.5%, $bmwde XXXX%

Top accounts mentioned or mentioned by @buccocapital @conjrefu

Top assets mentioned PTC Inc (PTC) Bruker, Corp. (BRKR) Regeneron Pharmaceuticals Inc (REGN) Synthetify (SNY)

Top Social Posts

Top posts by engagements in the last XX hours

"Useful clarifications at Evercore yesterday from $REGN on some of the outstanding Life After Dupi questions: any mAb or other modality that hitsIL-4R is covered by the $SNY collab agreement there are technical challenges to extending Dupi dosing intervals (receptor mediated clearance) which theyve been trying to work around through various different mechanisms theyre also looking at adjacent pathways that would not be covered by the SNY agreement sounds like approaches (in the plural) are coming to the clinic in the next X months (consistent with what they were saying back in the summer) REGN"
X Link 2025-12-03T09:54Z XXX followers, XXX engagements

"@buccocapital $PTC had two lost decades Arguably a much better business now"
X Link 2025-12-07T07:32Z XXX followers, XXX engagements

"Buried inside FT's Big Read on how legacy auto is failing at software. $BMW.DE I suspect Reitman is right here. BMW seems likely to be one of the few legacy players to re-earn its right to exist and also the first for that matter"
X Link 2025-08-28T07:04Z XXX followers, XXX engagements

"SolidWorks disrupted mechanical CAD in the early 00s - Windows native user-friendly low cost. The founders sold the business to Dassault Systmes $DSY. $PTC was complacent and spent 15yrs paying for it. SolidWorks today is the Worlds MCAD workhorse with ARR$1bn"
X Link 2025-11-08T15:19Z XXX followers, 1236 engagements

"Some intriguing goings on at $BRKR in the last few days: X. Acquired the Wave rapid antimicrobial susceptibility test instrument formerly of defunct $AXDX X. Appointed AXDX's CEO to the board Gemini has some intelligent sounding words about the rationale:"
X Link 2025-12-08T16:42Z XXX followers, XXX engagements

"I never investigated AXDX when it was alive. Bit of a saga I gather. Promising tech solving a real problem but unit economics of 1st instrument were unviable. Wave appears to resolve those issues but AXDX couldnt live long enough to see it through to market although seems to have got close. Enter $BRKR. Fits nicely with MALDI as does the Arc system theyve picked up too - can slot right into BRKRs sales model. Transaction value not disclosed so Im assuming low"
X Link 2025-12-08T20:29Z XXX followers, XX engagements

"There's a reason why the $BMW board of management chairman (i.e. CEO) is almost always head of production first"
X Link 2025-12-09T11:25Z XXX followers, XXX engagements