@mchilberg Marty Chilberg

Marty Chilberg posts on X about $sgmo, $pfe, $bmrn, $amzn the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence stocks technology brands finance cryptocurrencies countries social networks currencies exchanges nfl fashion brands

Social topic influence $sgmo, $pfe, $bmrn, $amzn, collab, $crsp, $msft, $gild, $qure, $ntla

Top assets mentioned Pfizer, Inc. (PFE) BioMarin Pharmaceutical, Inc. (BMRN) Amazon.com, Inc. (AMZN) CRISPR Therapeutics AG (CRSP) Microsoft Corp. (MSFT) Gilead Sciences, Inc. (GILD) uniQure N.V. (QURE) Intellia Therapeutics, Inc (NTLA) Synthetify (SNY) Novartis AG (NVS) Allora (ALLO) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Biogen Inc (BIIB) Sarepta Therapeutics, Inc. (SRPT) BEAM (BEAM) Bluefin (BLUE) IBM (IBM) Denali Therapeutics Inc. Common Stock (DNLI) AbbVie Inc (ABBV) Ionis Pharmaceuticals, Inc. Common Stock (IONS) 4D Molecular Therapeutics Inc. (FDMT) DisChain (DIS) Caribou Biosciences, Inc. (CRBU) Bristol-Myers Squibb Co (BMY) Vertex Protocol (VRTX) Apple, Inc. (AAPL) Sana Biotechnology, Inc. (SANA) Verve Therapeutics Inc. (VERV) Eli Lilly and Company (LLY) Palantir Technologies Inc. (PLTR) Rally (RLY) AstraZeneca PLC (AZN) AT&T Inc. (T) Amgen, Inc. (AMGN) Cisco Systems Inc (CSCO) Johnson & Johnson (JNJ) Oracle Corporation (ORCL) Impinj, Inc. Common Stock (PI) Merck & Co., Inc. (MRK) Metadium (META) Amicus Therapeutics, Inc (FOLD) Prime Medicine, Inc. (PRME) Salesforce Inc (CRM) Fenerbahçe Token (FB) Liquity BOLD (BOLD) Dell Technologies, Inc. (DELL) Netflix Inc (NFLX) Freeport-McMoRan Inc (FCX)

Top Social Posts

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

"@MaxPowerNGS Worth watching RGX-121 to see progress. I suspect SGMO will resurface with ZFN2 but hard to say if they reboot MPS or move to a different target"
X Link 2021-07-27T22:08Z [----] followers, [--] engagements

"@mattyjc $MRK acquired Pandion w/lead asset PT101 in clinic. P1a data out last year https://www.globenewswire.com/news-release/2021/01/04/2152594/0/en/Pandion-Therapeutics-Announces-Positive-Top-Line-Phase-1a-Clinical-Data-Showing-PT101-was-Well-Tolerated-and-Selectively-Expanded-Regulatory-T-cells.html https://www.globenewswire.com/news-release/2021/01/04/2152594/0/en/Pandion-Therapeutics-Announces-Positive-Top-Line-Phase-1a-Clinical-Data-Showing-PT101-was-Well-Tolerated-and-Selectively-Expanded-Regulatory-T-cells.html"
X Link 2022-07-02T14:47Z [----] followers, [--] engagements

"@BiotechAnalysst Closing in on #MINT collab Astellas expects more platform development with $SGMO for next gen. SM ramped up his comments at Jefferies saying integrase insertion potential to be future of GT and SGMO. Talking to a number of companies (jun 4)"
X Link 2025-07-28T16:42Z [----] followers, [----] engagements

"Updated comps for #GeneEditing tracking group. No #CRISPR in clinic after FDA hold $CCLS $CRSP $EDIT $NTLA $SGMO"
X Link 2018-06-03T19:14Z [----] followers, [--] engagements

"$RGNX down 6% on 3Q18 updates"
X Link 2018-11-08T16:05Z [----] followers, [--] engagements

"$RGNX notes: RGX-111 first dosing in Brazil 1Q19 RGX-121 first dose complete. RGX-181 IND C19 RGX-501 cohort [--] complete. Adding new P1 cohort. Dodge Q on P2 C19 initiation so likely no. Amending protocol for steroids"
X Link 2018-11-08T18:34Z [----] followers, [--] engagements

"Watch @CerevelTx as a future #CNS ptr for $SGMO #generegulation. $PFE spinout with Bain w/ex SGMO CFO now has Chief Bus Officer responsible for Bus Dev. Obvious fit & Pfizer has seen progress with #ALS collab already. Delivery in [--] mths = #tau deal https://endpts.com/bains-orly-mishan-joins-pfizers-neuro-spinout-cerevel-oncolytic-virus-biotech-taps-sillajen-exec-helena-chaye-as-ceo/ https://endpts.com/bains-orly-mishan-joins-pfizers-neuro-spinout-cerevel-oncolytic-virus-biotech-taps-sillajen-exec-helena-chaye-as-ceo/"
X Link 2019-08-23T19:10Z [----] followers, [--] engagements

"Can't decide if this market move is an indictment of $BLUE manufacturing Lentiviral delivery BB2121 data void/change in outcome measures or their $870m annualized opex spend which is still ramping. #Celltherapy"
X Link 2019-08-27T23:39Z [----] followers, [--] engagements

"New presentation uploaded $AZN $FGN #Roxadustat https://www.astrazeneca.com/content/dam/az/Investor_Relations/events/AZN%20Investor%20science%20conference%20call%20ASN%202019%20Presentation.pdf https://www.astrazeneca.com/content/dam/az/Investor_Relations/events/AZN%20Investor%20science%20conference%20call%20ASN%202019%20Presentation.pdf"
X Link 2019-11-10T20:09Z [----] followers, [--] engagements

"Worth a reminder that #CGtherapy companies had better have an answer for manufacturing for their preclinical pipelines soon. Consider the premium paid to $AVXS primarily because of their in house capability https://www.biopharma-reporter.com/Article/2019/11/25/Advanced-therapies-creates-CDMO-capacity-bottleneck#.XdvfaF7H2Tg.twitter https://www.biopharma-reporter.com/Article/2019/11/25/Advanced-therapies-creates-CDMO-capacity-bottleneck#.XdvfaF7H2Tg.twitter"
X Link 2019-11-26T00:52Z [----] followers, [--] engagements

"Hard to expect much better results IMO"
X Link 2019-12-07T14:56Z [----] followers, [--] engagements

"Feels like $LGFA will be in play next year. Maybe sell Starz to Hulu to elevate original TV programming for $DIS Doubt Disney could buy all given box office dominance but TV a different animal. #OTT https://www.imdb.com/list/ls026023186/ https://www.imdb.com/list/ls026023186/"
X Link 2019-12-23T17:25Z [----] followers, [--] engagements

"Still watching for opportunity to re-enter $RGNX. Support at $29-30 range. Sustained downtrend since rally on #SMA approval milestones. Hasn't helped that royalties are slow to ramp"
X Link 2020-08-14T18:43Z [----] followers, [--] engagements

"$LGFA break out has been solid up 23% so far. Given how long this has been in decline the upside has room to run $LGFA breakout alert. M&A value is increasing with need for content and #OTT traction. Cheap w/improving fundamentals a good combo https://t.co/drzfX7kJgk $LGFA breakout alert. M&A value is increasing with need for content and #OTT traction. Cheap w/improving fundamentals a good combo https://t.co/drzfX7kJgk"
X Link 2020-09-16T14:38Z [----] followers, [--] engagements

"$LGFA up another 5% on a bad macro day. Clear rotation out of tech provide fuel. $LGFA break out has been solid up 23% so far. Given how long this has been in decline the upside has room to run https://t.co/vBbNCKuuDM $LGFA break out has been solid up 23% so far. Given how long this has been in decline the upside has room to run https://t.co/vBbNCKuuDM"
X Link 2020-09-17T18:36Z [----] followers, [--] engagements

"$PFE shipping vaccines securing [--] planes per day from $FEDX $UPS and $DHL https://www.fiercepharma.com/manufacturing/pfizer-designed-new-container-and-plans-to-tap-shipping-companies-for-covid-19 https://www.fiercepharma.com/manufacturing/pfizer-designed-new-container-and-plans-to-tap-shipping-companies-for-covid-19"
X Link 2020-11-09T19:49Z [----] followers, [--] engagements

"$GOLD is starting to look interesting given improvement in net debt and FCF combined with valuation declines"
X Link 2021-02-26T17:05Z [----] followers, [--] engagements

"Commented on $CRSP - Crispr Therapeutics: Clinical Debut Sets Up Round [--] Of Editing Battle Royale. https://seekingalpha.com/article/4175235-crispr-therapeutics-clinical-debut-sets-up-round-1-of-editing-battle-royalesource=twitter&sht=qugfmd&shu=8lam#comment-89176353 https://seekingalpha.com/article/4175235-crispr-therapeutics-clinical-debut-sets-up-round-1-of-editing-battle-royalesource=twitter&sht=qugfmd&shu=8lam#comment-89176353"
X Link 2021-06-09T21:56Z [----] followers, [--] engagements

"Somewhat lost in the flood of selling this week was the $WVE R&D presentation #DMD initial dosing and resultant 20% selloff. Sad that the 20% looks like a blip in context of weekly chart. Cap now $244m: EV = $100m #RNA 1/ https://ir.wavelifesciences.com/static-files/6f645954-6406-4bda-a0b9-4df737f04ab9 https://ir.wavelifesciences.com/static-files/6f645954-6406-4bda-a0b9-4df737f04ab9"
X Link 2021-09-30T11:38Z [----] followers, [--] engagements

"One measure of a maturing small company is the consistent timing of their quarterly earnings and SEC filings. #GeneTherapy is getting there. Feb [--] $CRSP Feb [--] $ALLO Feb [--] $EDIT $NTLA $SGMO Feb [--] $ATRA Mar [--] $SRPT The rest have yet to announce date"
X Link 2022-02-19T20:41Z [----] followers, [--] engagements

"#GeneTherapy stocks on deck including $BMRN an $ALLO tomorrow. Useful to remember the "5 Rs" that $AZN uses to assess pipeline"
X Link 2022-02-23T01:09Z [----] followers, [--] engagements

"$ALLO CY21 released: - FDA hold released as previously disclosed - Cash including restricted $830m - Simple runway [---] yrs - Opex $294m (and SBC) below guide ranges - Total opex/clinical program $42m"
X Link 2022-02-23T22:09Z [----] followers, [--] engagements

"Commented on $ALLO - Allogene Therapeutics GAAP EPS of -$0.54 beats by $0.06 revenue of $51M. https://seekingalpha.com/news/3804608-allogene-therapeutics-gaap-eps-of-0_54-beats-0_06-revenue-of-51msource=twitter&sht=r7s4ji&shu=8lam#comment-91619084 https://seekingalpha.com/news/3804608-allogene-therapeutics-gaap-eps-of-0_54-beats-0_06-revenue-of-51msource=twitter&sht=r7s4ji&shu=8lam#comment-91619084"
X Link 2022-02-23T22:45Z [----] followers, [--] engagements

"$VYGR announces $NVS collab for [--] novel AAV capsids. $54m upfront provides much needed cash infusion https://www.novartis.com/news/media-releases/novartis-voyager-therapeutics-reach-license-option-agreement-next-generation-gene-therapy-vectors-neurological-diseases https://www.novartis.com/news/media-releases/novartis-voyager-therapeutics-reach-license-option-agreement-next-generation-gene-therapy-vectors-neurological-diseases"
X Link 2022-03-08T13:54Z [----] followers, [--] engagements

"Finally got thru $SGMO 2Q22 print. Hemophilia reiterate 3Q22 resume. Slid guidance out for P3 one year read out 3Q23 to end C23/early C24. Likely due to protocol deviation and need for [--] year from stable expression per HemB guide 1/"
X Link 2022-08-06T20:14Z [----] followers, [--] engagements

"$SBMO Fabry approved for cohort [--] expansion of approx [--] participants. [--] ready to dose imminently. Others in screening and baseline. Now [--] sites open. Beginning biopsy at [--] wks-data early C23. Shift from [--] patient data suff for P3 to [--] person expansion. 2/"
X Link 2022-08-06T20:18Z [----] followers, [--] engagements

"Big earnings week for market. Data per finviz 10/25 $MSFT fwd PE [----] PEG [---] yld 1.12% 10/25 $GOOG fwd PE [-----] PEG [----] no div 10/27 $AAPL fwd PE [-----] PEG [----] yld 0.62% 10/27 $AMZN fwd PE [-----] PEG [----] no div"
X Link 2022-10-24T13:33Z [----] followers, [--] engagements

"$BEAM continues to leverage ATM to maintain $1b cash balance while growing organization. Added another [--] ees in 2Q23 bringing total HC to [---] vs [---] CYE20. BEAM-101 and BEAM-201 expect to dose patients next quarter. BEAM-302 moved ahead of [---] as lead in vivo liver program"
X Link 2023-08-08T15:35Z [----] followers, [---] engagements

"Excellent ref #AI perspective: $NVDA is valued $3T in picks and shovels market stage. We are seeing security with real traction $CRWD and cloud services with $MSFT. This macro is massive over the next 10-20 but careful of Cos with hype and no rev traction data I've stated that Nvidia $NVDA will reach a $10 trillion market cap. This week in my free newsletter I break down how we get there by [----] or sooner. The writeup will hit inboxes Friday. Link in my bio. I've stated that Nvidia $NVDA will reach a $10 trillion market cap. This week in my free newsletter I break down how we get there by"
X Link 2024-06-06T00:13Z [----] followers, [---] engagements

"$SGMO Wainwright conference today was largely a reiteration so no recap. Some takeaways: - HCW regards $SGMO as the leader in #AAV delivery to #CNS Reasons clear per company presentations ++ expression ++ CNS distribution - detargets liver/DRG 1/"
X Link 2024-09-09T20:34Z [----] followers, [----] engagements

"C25 nat gas to power AI data centers should continue returns with less vol than other #AI stocks $ET 6.6% Div/13/0.9/41% C24YTD $EPD 6.2%/12/2.1/28% $KMI 4.2%/22/3.8/56% $WMB 3.4%/27/4.7/62$"
X Link 2024-12-03T14:18Z [----] followers, [---] engagements

"Excellent look at #AI for [----]. $NVDA $MSFT $GOOG $AMZN $META $AVGO $MU Market Predictions Rates & Inflation DOGE CES AI Compute BG2 w/ Bill Gurley & Brad Gerstner http://www.youtube.com/watch/watchv=yPD1qEbeyac http://www.youtube.com/watch/watchv=yPD1qEbeyac"
X Link 2025-01-11T16:38Z [----] followers, [---] engagements

"$FOLD #Galifold presentation has meaningful data relative to $SGMO Fabry opportunity 1/"
X Link 2025-01-14T15:24Z [----] followers, [----] engagements

"Faby market continues to be underdiagnosed at [-----] patients WW. The amenable subpopulation treatable by Galifold is [--] to 50% of total. That segment is expected to generate $1b in revenue by [----]. $FOLD is projecting over $1b within [--] yrs. 2/"
X Link 2025-01-14T15:28Z [----] followers, [---] engagements

"This 35-50% subsegment is similar to $SGMO given that the $PFE data for HemA showing 47% of population has antibodies to AAV 2/6 3/"
X Link 2025-01-14T15:29Z [----] followers, [---] engagements

"Note that $FOLD Galifold is the SOC for this amenable population. If $SGMO data shown to FDA last fall persists in mid 2Q readout it would become favorable to Galifold 4/"
X Link 2025-01-14T15:32Z [----] followers, [----] engagements

"Novel capsids may increase addressable markets by reducing nAB seroprevalence. $VYGR poster states their TRACER capsid increased TAM by 50% $SGMO $FDMT POSTER-Voyager_ASGCT_Spring_2024_04_Maura_FINAL.pdf"
X Link 2025-01-18T14:20Z [----] followers, [----] engagements

"CGT performance remains locked in toilet by fails product adoption and interest rates P/C: $ALLO [----] $ATRA [----] $BEAM [----] $CRSP [----] $CRBU [----] $EDIT [----] $FDMT [----] $NTLA [----] $PRME [----] $QURE [----] $RGNX [----] $SANA [----] $SGMO [----] $VERV [----] $VYGR 0.70"
X Link 2025-02-13T12:09Z [----] followers, [----] engagements

"Quote implies they are one of the #MINT interested parties Astellas names #gene #regulation as research focus $SGMO .accelerate drug discovery & development activities with faster decision-making and improved process efficiency from early-stage research to market launch. https://t.co/ExWKrrT50B Astellas names #gene #regulation as research focus $SGMO .accelerate drug discovery & development activities with faster decision-making and improved process efficiency from early-stage research to market launch. https://t.co/ExWKrrT50B"
X Link 2025-02-13T12:51Z [----] followers, [----] engagements

"Typical analyst reaction cycle. $T has been in rally mode since mid-2023. Bullish cross in early [----] gave safer buy signal. Analysts now upgrading $T has been a solid play ever since the SMA cross. Stock up 40% since tho now the 7% yield is 4.9%. Not sure how long to let it run though with interest rates rising again https://t.co/Vpj1auFDuR $T has been a solid play ever since the SMA cross. Stock up 40% since tho now the 7% yield is 4.9%. Not sure how long to let it run though with interest rates rising again https://t.co/Vpj1auFDuR"
X Link 2025-02-14T15:56Z [----] followers, [---] engagements

"What is $SGMO strategy going forward Simplified to Neurology focus with owned content and delivery. DNA durable effect large unmet need create significant opportunity. 3/"
X Link 2025-02-18T17:52Z [----] followers, [----] engagements

"Why is delivery key to $SGMO CNS focus Delivery was the reason both $BIIB and $NVS terminated and $TAK and $PFE stalled programs. Consider David Shaffer comments on novel capsids 4/"
X Link 2025-02-18T17:54Z [----] followers, [----] engagements

"@ShortsellerST $SGMO Astellas contract:"
X Link 2025-09-03T21:33Z [----] followers, [----] engagements

"#Cloud big [--] revenue trend $AMZN $GOOG $MSFT"
X Link 2025-11-02T16:03Z [----] followers, [---] engagements

"@ldtimmerman In your article last Feb you corrected the article to show price at $1495. Now it's $2760 Is this a typo"
X Link 2013-05-04T16:56Z [----] followers, [--] engagements

"Celletis board created this weekend at $CCLS #GeneEditing http://bridgeandtunnelinvestor.com/board/226/cellectis http://bridgeandtunnelinvestor.com/board/226/cellectis"
X Link 2016-09-12T00:44Z [----] followers, [--] engagements

"First time I've seen a company make a charitable contribution and then call it nonGAAP adjustment. Curious to see what analysts say $TWLO"
X Link 2017-02-07T22:30Z [----] followers, [--] engagements

"Impressive to watch $CRM grow and provide unmatched revenue transparency #cloud #SaaS #ERP #IoT #AI http://bridgeandtunnelinvestor.com/thread/3601/crm-salesforce-compage=2&scrollTo=24341 http://bridgeandtunnelinvestor.com/thread/3601/crm-salesforce-compage=2&scrollTo=24341"
X Link 2017-06-24T01:09Z [----] followers, [--] engagements

"$CRM State of Marketing report #cloud #AI #data #IoT http://bridgeandtunnelinvestor.com/thread/3601/crm-salesforce-compage=2&scrollTo=24344 http://bridgeandtunnelinvestor.com/thread/3601/crm-salesforce-compage=2&scrollTo=24344"
X Link 2017-06-24T13:02Z [----] followers, [--] engagements

"Interesting news on Takeda interest in Shire. They have indicated interest in #celltherapy with Arcturus TiGenix and T-Cira. $BIVV $SGMO another building block"
X Link 2018-03-28T16:47Z [----] followers, [--] engagements

"@GolfAndStocks @MaxPowerNGS @B_I_O_T_E_C_H @rhoman1996 @rb01234 Example of the power of deals where ongoing costs are reimbursed in addition to milestones. See Beta Thalassemia cost in C17. All reimb by $BIVV. $GILD will reimburse $SGMO building a world class autoimmune disease research group which will be invaluable on owned assets"
X Link 2018-03-31T18:24Z [----] followers, [--] engagements

"$SNY Cowens presentation suggests $BIVV acquisition is cornerstone of transformation of pipeline #GeneTherapy #immunology #oncology http://bridgeandtunnelinvestor.com/post/27885 http://bridgeandtunnelinvestor.com/post/27885"
X Link 2018-04-10T00:37Z [----] followers, [--] engagements

"Commented on $BIVV $CRSP $ENV $GILD $KITE $PFE $SHPG $SGMO https://seekingalpha.com/article/4154437-sangamo-therapeutics-part-ii-hidden-asset-playsource=tweet&sht=p6y2t2&shu=8lam#comment-78220446 https://seekingalpha.com/article/4154437-sangamo-therapeutics-part-ii-hidden-asset-playsource=tweet&sht=p6y2t2&shu=8lam#comment-78220446"
X Link 2018-04-10T01:00Z [----] followers, [--] engagements

"Commented on $BIVV $CRSP $GILD $KITE $PFE $SHPG $SGMO https://seekingalpha.com/article/4155113-sangamo-therapeutics-part-iii-elucidating-prospects-amyotrophic-lateral-sclerosissource=tweet&sht=p6y30d&shu=8lam#comment-78220478 https://seekingalpha.com/article/4155113-sangamo-therapeutics-part-iii-elucidating-prospects-amyotrophic-lateral-sclerosissource=tweet&sht=p6y30d&shu=8lam#comment-78220478"
X Link 2018-04-10T01:05Z [----] followers, [--] engagements

"Ready for new data on #HemoA from $ONCE $BMRN and $SGMO #GeneTherapy http://bridgeandtunnelinvestor.com/thread/4540/sgmo-tracking-model http://bridgeandtunnelinvestor.com/thread/4540/sgmo-tracking-model"
X Link 2018-05-29T14:16Z [----] followers, [--] engagements

"$SGMO was the last of the #GeneTherapy group to have analyst forecasts updated. Likely trying to get a feel for $PFE HemoA milestones and $GILD performance period for upfront. Targets: C18 $84m C19 $90m"
X Link 2018-06-06T19:20Z [----] followers, [--] engagements

"$SGMO model for #Allogeneic CAR-T collaboration with $GILD. Still a bunch of guesses but ready for any newsflow #CellTherapy"
X Link 2018-06-30T19:34Z [----] followers, [--] engagements

"Commented on $SGMO $PFE https://seekingalpha.com/article/4185483-sangamo-clinical-trials-dosing-recapsource=tweet&sht=pbe8ay&shu=8lam#comment-78984600 https://seekingalpha.com/article/4185483-sangamo-clinical-trials-dosing-recapsource=tweet&sht=pbe8ay&shu=8lam#comment-78984600"
X Link 2018-07-05T12:35Z [----] followers, [--] engagements

"$PFE PF-07055480 was moved to Phase II on May 1st updated Pipeline"
X Link 2018-07-06T00:04Z [----] followers, [--] engagements

"Interesting to note perceived value of #GeneTherapy for HemoA: $ONCE drop today of $775m remaining value $BMRN increase from Spark news $1.2b. Total must be around $3-5b given EV $SGMO $5 per share per BoA report = $500m Lots of room for appreciation if data ++++"
X Link 2018-08-07T18:56Z [----] followers, [--] engagements

"Still not too late to get on board $PFE train. Market starting to rerate H/C. 13x Fwd pe. 3.3% yield and they are on the $SGMO train with both HemA and ALS. Sleeper #GeneTherapy play"
X Link 2018-08-10T14:15Z [----] followers, [--] engagements

"$SGMO $SNY Bioverativ collaboration recap #Milestones"
X Link 2018-09-02T13:33Z [----] followers, [--] engagements

"Commented on $AMRN $CHS $EHMEF $FRED $HMHC $JILL $NOBH $NXPI $OPK $QCOM $RAD $WBA $WRLD $SGMO https://seekingalpha.com/article/4206306-sangamo-sell-amarins-pending-trial-idea-guidesource=tweet&sht=pf26q4&shu=8lam#comment-79670793 https://seekingalpha.com/article/4206306-sangamo-sell-amarins-pending-trial-idea-guidesource=tweet&sht=pf26q4&shu=8lam#comment-79670793"
X Link 2018-09-14T18:44Z [----] followers, [--] engagements

"Interesting to see the relative spend in R&D. Amazon includes orig content and #AWS COGS in their number so R&D is an estimate $AAPL $FB $GOOGL $AMZN $MSFT $IBM"
X Link 2018-11-02T16:13Z [----] followers, [--] engagements

"$BOLD earnings call yesterday. Several open Q's on program update https://seekingalpha.com/article/4172034-audentes-therapeutics-bold-ceo-matt-patterson-q1-2018-results-earnings-call-transcript https://seekingalpha.com/article/4172034-audentes-therapeutics-bold-ceo-matt-patterson-q1-2018-results-earnings-call-transcript"
X Link 2018-11-07T14:57Z [----] followers, [--] engagements

"Commented on $BMRN $ONCE $SGMO https://seekingalpha.com/article/4221403-sangamo-q3-2018-first-look-dancing-datasource=tweet&sht=pi50t5&shu=8lam#comment-80206933 https://seekingalpha.com/article/4221403-sangamo-q3-2018-first-look-dancing-datasource=tweet&sht=pi50t5&shu=8lam#comment-80206933"
X Link 2018-11-13T15:10Z [----] followers, [--] engagements

"$QURE announces [--] programs that they "hope to get closer to clinic in 2019". AMT-180 AAV5 #genetherapy for HemA is going to be pretty late to have any chance against $BMRN $ONCE $SGMO. Even SHP654 is likely ahead"
X Link 2018-11-19T19:45Z [----] followers, [--] engagements

"$PFE HemA vs HemB collaboration economics $ONCE $SGMO #GeneTherapy"
X Link 2018-11-26T16:55Z [----] followers, [--] engagements

"Lots of #celltherapy irons in the fire for $SGMO. Look for a couple more from $GILD collab in C19"
X Link 2018-12-18T13:27Z [----] followers, [--] engagements

"Genomic Medicine 2019: Sangamo Assay Kicks Off A Pivotal Year $SGMO $NVS $BMRN $GILD $PFE $CRSP $EDIT $DNLI $RGNX $BLUE https://seekingalpha.com/article/4231323-genomic-medicine-2019-sangamo-assay-kicks-pivotal-year https://seekingalpha.com/article/4231323-genomic-medicine-2019-sangamo-assay-kicks-pivotal-year"
X Link 2019-01-03T20:38Z [----] followers, [--] engagements

"Synergy latest forecasts show that while market growth rates will inevitably erode due to the sheer scale of the numbers the overall market will double in size in under four years $MSFT $AMZN $IBM $DELL"
X Link 2019-01-08T01:18Z [----] followers, [--] engagements

"Tracking tech: $FB and $AMZN recovering a little better than group. $AAPL lagging on news. $MSFT $GOOGL $IBM in line with Nasdaq"
X Link 2019-01-15T16:06Z [----] followers, [--] engagements

"$ABEO may provide a tell for $SGMO action post WORLD: Both saw short interest decline by close to 3m shs since 3Q Abeona is presenting on 5th and 6th- absent compelling data there could be new short selling to re-establish positions thereafter. Sangamo presentation is on 7th"
X Link 2019-02-04T15:07Z [----] followers, [--] engagements

"4Q18 #cloud revenue for #IaaS $PaaS and hosted approx $20b. $MSFT share gains were largest but $AMZN $BABA $GOOG all gained sh as well"
X Link 2019-02-06T13:47Z [----] followers, [--] engagements

"Wonder if the rally today is prompted by avoidance of another merger monday Worth considering the acquisition comps for #GeneTherapy. Used $BLUE $SGMO as independents vs $ONCE $AVXS $KITE $JUNO Discount for early stage pipeline is overdone IMO"
X Link 2019-03-01T18:27Z [----] followers, [--] engagements

"Almost every day I hear that the market won't go up without the megacap tech group. C19 bounce is very correlated to NASD. Bigger run = bigger correction + some co specific issues in 4Q18 apparent $AMZN $AAPL $FB $GOOG $IBM $MSFT"
X Link 2019-03-06T19:01Z [----] followers, [--] engagements

"Market research continues to show that #HybridCloud is gaining momentum $MSFT"
X Link 2019-03-14T22:36Z [----] followers, [--] engagements

"Looking back at $BMRN May [----] readout vs $SGMO for #hemA This was b4 biomarin showed waning durability in May18 read. BMRN 6e+13 FVIII n=7 range is 10x SGMO 3e +13 FVII n=2 range is 2x big advantage sgmo on variability. Too soon on durability comp"
X Link 2019-04-03T12:21Z [----] followers, [--] engagements

"$BMRN $ONCE and $SGMO are planning to update data readouts on HemA #genetherapy later this year. Here is a potential event calendar"
X Link 2019-04-03T13:01Z [----] followers, [--] engagements

"$SGMO $PFE #GeneRegulation collaboration update at #ASGCT19"
X Link 2019-04-15T18:57Z [----] followers, [--] engagements

"#genetherapy looking to #cure #hemophilia. Will the R&D spend define success Expect some partial answers this year but overall good news for patients. $BMRN $ONCE $SGMO $QURE"
X Link 2019-04-21T15:41Z [----] followers, [--] engagements

"Interesting to see how $BMRN and $PFE are discussing #GeneTherapy on their earnings conference calls"
X Link 2019-04-30T15:46Z [----] followers, [--] engagements

"$PFE focus on #GeneTherapy and M&A intent could come from their existing collaborations: DMD - CYTOO (contract research org) HemA - $SGMO HemB - $ONCE (In play $RHHBY) Wilson's - Vivet TX (PFE has exclusive option to purch"
X Link 2019-04-30T16:15Z [----] followers, [--] engagements

"$GILD ends #oncology CAR-T and TCR collaboration with Alpine #celltherapy"
X Link 2019-05-24T13:09Z [----] followers, [--] engagements

"$BMRN factor activity #variability remains. Check out the Median/Mean at Y1 (94%) vs Y2 (72%) vs Y3 (61%). #GeneTherapy"
X Link 2019-05-28T13:21Z [----] followers, [--] engagements

"$BMRN Valrox call notes. Tone suggests pricing range of $1.5-$2m likely pushing close to $NVS Zolgensma announcement-5yr durability likely limit for payors"
X Link 2019-05-29T17:17Z [----] followers, [--] engagements

"$BMRN comment about expecting to optimize Valrox post commercial approval provided an intriguing comparison to $SGMO statements on their clinical update call. Next Q: Will SB525 date match the rhetoric ASH19 in Dec may answer the Q tho ISTH may provide hints"
X Link 2019-05-30T14:25Z [----] followers, [--] engagements

"$SGMO Jefferies : - $GILD 1st CAR is #allogeneic #Yescarta. 2nd CAR target discuss soon. - $PFE or $TAK product to be in clinic rapidly - #SB525 AAV6 difference = rapid uptake low-cohort/ low-patient variability #Generegulation allele repression platform 2021-2022 ready"
X Link 2019-06-10T15:36Z [----] followers, [--] engagements

"$QURE implied volatility trending up"
X Link 2019-06-26T16:45Z [----] followers, [--] engagements

"$ONCE data must be pretty bad to decide not to release it mid year as originally guided. Now saying the guide was prior to M&A so don't count on it. Feels like they would release to counter $BMRN accelerated approval intent"
X Link 2019-07-09T14:53Z [----] followers, [--] engagements

"Revenue forecast for $SGMO after ISTH updates. Analysts appear under for 2Q and 4Q. 4Q pop assumes milestones from $PFE and $SNY Explanations on forum (stopped posting on IV) http://bridgeandtunnelinvestor.com/post/30412 http://bridgeandtunnelinvestor.com/post/30412"
X Link 2019-07-11T15:45Z [----] followers, [--] engagements

"CitiGroup flipped their rating on $MS again. April buy to hold. Now hold to buy. Games we play. Still expect next move a test of prior $50 level"
X Link 2019-07-12T13:00Z [----] followers, [--] engagements

"Actions speak louder. $SGMO said they would bring forward programs to preclinical phase once handoffs to $PFE and $SNY for P3. In first [--] days of 3Q they have already opened [--] new reqs in Tech Ops"
X Link 2019-07-12T23:33Z [----] followers, [--] engagements

"Oct [----] M&A panel for emerging #genetherapy. $PFE $SNY comments most notable. $TAK $ALPMY on panel. $PFE seemed most open to M&A calling the Juno and Kite deals transformational. Reg climate + Value pricing -. Sanofi mentioned comm as soft to date. https://www.youtube.com/watchv=BrtFIbhsNTM https://www.youtube.com/watchv=BrtFIbhsNTM"
X Link 2019-07-13T16:38Z [----] followers, [--] engagements

"Getting ready for $GILD $SGMO to announce first #Allogeneic #celltherapy IND and perhaps a sneak preview of what's next. Under the radar: The March MaxCyte revision to include "up to [--] targets" is now aligned with the Sangamo collab. Only reason to amend is"
X Link 2019-07-14T14:15Z [----] followers, [--] engagements

"Wedbush continues to pound the table on $BMRN despite waning durability a variability concerns. Meanwhile insiders sold $4.1m of 10b5 stock in past Qtr"
X Link 2019-07-18T18:43Z [----] followers, [--] engagements

"$SGMO HemA #genetherapy trial SB525 seems increasingly likely to be a focus of $PFE earnings call on July [--]. Their trial PF-07055480 now has a drug name: Giroctocogene fitelparvovec. Domain registered but still not accessible #Milestones #P3 #RMAT https://domainbigdata.com/giroctocogenefitelparvovec.com https://domainbigdata.com/giroctocogenefitelparvovec.com"
X Link 2019-07-24T17:48Z [----] followers, [--] engagements

"Guggenheim $SGMO meeting recap. Shoutout to @B_I_O_T_E_C_H for posting. Not a ton new but still useful-especially the reference to possibility that $PFE could decide to take over SB-525 without waiting for addl data to accelerate. Still feels like CNS will be partnered"
X Link 2019-07-26T23:40Z [----] followers, [--] engagements

"$BMRN time-to-market lead but. $PFE and $SGMO impressive steps to accelerate SB525. Example: leveraging the $ONCE HemB trial to add lead-in HemA patients dosings. How long will it take to dose [---] when you already have [--] WW clinical sites https://clinicaltrials.gov/ct2/history/NCT03587116A=12&B=13&C=Side-by-Side#StudyPageTop https://clinicaltrials.gov/ct2/history/NCT03587116A=12&B=13&C=Side-by-Side#StudyPageTop"
X Link 2019-08-08T15:54Z [----] followers, [--] engagements

"$BMRN continues to slide after revenue miss and updated data for #Valrox. Down another 10% this month Not a pretty revenue trend given the expectation going in. Call is going to be interesting. Where is their future growth if Valrox doesn't get accelerated approval Said they are not really committed to #genetherapy and have no #geneediting assets w/ #ERT a dying franchise https://t.co/NYMLCbPBlu Not a pretty revenue trend given the expectation going in. Call is going to be interesting. Where is their future growth if Valrox doesn't get accelerated approval Said they are not really committed"
X Link 2019-08-12T18:41Z [----] followers, [--] engagements

"$PFE is now trading at C15 levels. Meanwhile better growth prospect $AMGN is killing it - Pfe 4% vs AMGN 3% yield - Same 12x pe Overdone"
X Link 2019-08-12T18:54Z [----] followers, [--] engagements

"Curious how long the market will focus on bottom feeding. Lots of trashed cos getting bids. Retail $M $JWN Food $BGS Gene therapy $ABEO $ATRA Media $LGFA $CBS Financials $C $WFC Insurance $UNH $CI Food $BGS"
X Link 2019-09-06T16:09Z [----] followers, [--] engagements

"$CSCO selloff from reduced guidance appears done"
X Link 2019-09-12T14:50Z [----] followers, [--] engagements

"$BMRN price/performance trend weakening"
X Link 2019-09-30T14:48Z [----] followers, [--] engagements

"$BX spent years complaining their valuation was too low. Now they have converted to C Corp and market response stellar. TTM yield 4% but inconsistent quarterly (realized vs unrealized). Next payment in [--] wks. Did they trigger some gains to reward rally Will see. At support"
X Link 2019-09-30T15:04Z [----] followers, [--] engagements

"$BMRN promotes Lon Cardon to Chief Strategy Officer. Continues to leverage term "First- or best-in-class" therapies. Clear priority to be first perhaps at the expense of best. Consistent with rushing #Valrox to clinic after license and expecting to optimize after approval"
X Link 2019-10-07T15:22Z [----] followers, [--] engagements

"Musings on HemA P3 going into quarterly updates from $PFE and $SGMO. Domain registered pre #JPM19 where expectation was set that this occur prior to CYE19. Still don't see why $SNY would transfer BetaT by CYE given guidance that [--] months of data is needed so who knows"
X Link 2019-10-11T14:20Z [----] followers, [--] engagements

"$PFE U of Granada group continues to research use of Zinc Fingers for Wiskott-Aldrich. Published research comparing #ZFN to #CRISPR showed both are good alternatives but ZFN was more efficient due to lower expression levels https://www.ncbi.nlm.nih.gov/pubmed/28922955 https://www.ncbi.nlm.nih.gov/pubmed/28922955"
X Link 2019-10-17T14:09Z [----] followers, [--] engagements

"$DIS has regained the $130 level. For anyone interested in buying here might use level as a hard stop"
X Link 2019-10-17T19:41Z [----] followers, [--] engagements

"Don't think $DIS has a chance against $NFLX Ck out progress #Hulu has made since launch live TV in mid-2017. Now on door step of being most popular provider. YouTube TV also gaining rapidly. Sling and DirecTV mix rapidly declining. Disney + about to launch $GOOGL $T"
X Link 2019-10-20T16:20Z [----] followers, [--] engagements

"Long shot: Monday $PFE $SGMO presenting at Fierce about partnering R&D for the benefit of Shareholders: How much attention would they gain if they happened to announce something new premarket Gearing up for a busy few months for #GeneTherapy Time to get the popcorn ready soon $SGMO $PFE $SNY $TAK $GILD https://t.co/lGZgJHOCcv Gearing up for a busy few months for #GeneTherapy Time to get the popcorn ready soon $SGMO $PFE $SNY $TAK $GILD https://t.co/lGZgJHOCcv"
X Link 2019-10-25T19:14Z [----] followers, [--] engagements

"Good to see JPM $BIIB analyst is aware of pending competition from $SGMO"
X Link 2019-10-29T13:34Z [----] followers, [--] engagements

"After seeing $LGFA pop today gotta wonder if $CBS will be next. Selloff way overdone with ttm pe 5x and yield about 2%"
X Link 2019-11-08T17:28Z [----] followers, [--] engagements

"POC antiviral CD8 T-cell responses to inhibit viral infection and subsequent replication in small intestine CD4 T cells $GILD $SGMO #oncology #HIV gene edited #Celltherapy"
X Link 2019-11-23T20:10Z [----] followers, [--] engagements

"Astellas acquisition of $BOLD likely to increase pressure on pharma to acquire remaining #Genetherapy companies those w/platforms likely to see premiums $CRSP $EDIT $SGMO $NTLA ie $SNY stating intent to catch up in a competitive field that's well ahead of the French pharma"
X Link 2019-12-03T13:58Z [----] followers, [--] engagements

"Chinese zodiac coincidence [----] is the year of the Rat-the first sign [----] is the year of the Ox-the second sign $BMRN Valrox approval in [----] $SGMO SB525 approval in [----] Ox as symbol of persistance diligence and honesty seems pretty appropriate so far"
X Link 2019-12-07T19:12Z [----] followers, [--] engagements

"Worth remembering going into C20: $BMRN : evaluate vectors in-license rush to clinic and state that they would optimize after approval. $SGMO : optimize preclinic and trade time to market for a better therapy for patients. https://endpts.com/billions-on-the-line-biomarin-bustles-past-enthused-rival-planning-to-launch-worlds-first-hemophilia-a-gene-therapy/ https://endpts.com/billions-on-the-line-biomarin-bustles-past-enthused-rival-planning-to-launch-worlds-first-hemophilia-a-gene-therapy/"
X Link 2019-12-08T14:56Z [----] followers, [--] engagements

"4 days to see biggest #Genetherapy winner/loser for C19 any M&A pre JPM $ONCE 181% $BOLD 179% both M&A $ATRA (52%) $ABEO (50)% C18 $JUNO 362% M&A $ABEO (55%) $BLUE (44)% C17 $SGMO 438% $KITE M&A 310% $ALLO $AVXS $CLLS $CRSP $DNLI $EDIT $FIXX $NITE $NTLA $QURE $RGNX $VYGR"
X Link 2019-12-24T20:16Z [----] followers, [--] engagements

"Active calendar for 1H2020 $SNY $PFE $GILD $TAK $BMRN $SQNM"
X Link 2020-01-09T18:25Z [----] followers, [--] engagements

"$BMY appears to be looking for #CNS partners as well as an #Allogeneic #Celltherapy platform company Collaboration is essential in advancing our pipeline to meet the needs of #patients. #JPM2020 Collaboration is essential in advancing our pipeline to meet the needs of #patients. #JPM2020"
X Link 2020-01-16T13:56Z [----] followers, [--] engagements

"Nice to see that $SGMO has moved the first $GILD target KITE-037 to clinic P I/II. We should see a glimpse of the milestone triggers soon"
X Link 2020-01-16T14:12Z [----] followers, [--] engagements

"$NVS is emphasizing #celltherapy and #genetherapy more in quarterly reporting. Let's see how $GILD compares tonight. #Kymriah #ZolGenSMA"
X Link 2020-02-04T16:30Z [----] followers, [--] engagements

"$GILD to begin n=761 clinical trial tomorrow at Jinyintan Hospital for #coronavirus #remdesivir"
X Link 2020-02-05T17:35Z [----] followers, [--] engagements

"#Hemophilia #genetherapy webcast feb [--] likely worth a listen Dr Steven Pipe $ONCE $BMRN $SGMO"
X Link 2020-02-14T17:12Z [----] followers, [--] engagements

"Panel discussion Feb [--] $BMRN $SGMO $RGNX $CRSP $AMGN https://www.eventbrite.com/e/gene-therapy-present-future-sold-out-more-at-wwwwccpdaorg-tickets-72751703303 https://www.eventbrite.com/e/gene-therapy-present-future-sold-out-more-at-wwwwccpdaorg-tickets-72751703303"
X Link 2020-02-15T00:14Z [----] followers, [--] engagements

"How early could $PFE $SGMO file BLA for HemA Might not be that long after $BMRN #PDUFA"
X Link 2020-02-21T15:08Z [----] followers, [--] engagements

"$SGMO C19 10k review/trends 1) Cash $364m excludes $BIIB collab: Note milestone pays are in A/R. Cash burn and 2.1yr runway excludes them. 2) Opex increased 28% for CY. The $24m inc in IMD is a surprise given clinical holds. Overall inc reasonable given pipeline activity"
X Link 2020-02-29T14:58Z [----] followers, [--] engagements

"$SGMO has several opportunities this wk/mth to showcase their pipeline and collaborations. $PFE $SNY $BIIB $TAK $GILD"
X Link 2020-03-02T14:50Z [----] followers, [--] engagements

"Gene Therapy for Blood Disorders today/tomorrow. Panel discussion this morning looks interesting $QURE $SNY $BLUE https://genetherapy-blood.com/whats-on/agenda/day-one/ https://genetherapy-blood.com/whats-on/agenda/day-one/"
X Link 2020-03-04T14:33Z [----] followers, [--] engagements

"$BMRN gearing up for 2H20 #Valrox launch for HemA #Genetherapy"
X Link 2020-03-05T14:06Z [----] followers, [--] engagements

"When buying returns + shorts cover bios with cash should be early target. Minimal revenue = minimal cash flow disruption. Expect most to see 1-3 month delay in trial recruiting and perhaps 1+ mth delay in internal programs. $SGMO 1Q update excl $BIIB until cleared #Genetherapy"
X Link 2020-03-24T15:30Z [----] followers, [--] engagements

"Market selectively putting money back in #streaming #OTT companies. $NFLX far preferred. $DIS issues with theme parks/cruises/hotels $ROKU"
X Link 2020-03-31T14:50Z [----] followers, [--] engagements

"hope investors are paying attention on announcements such as this. Drugs still get purchased. clinical trials may get delay a few months but data keeps maturing from prior dosings. $PFE $SGMO and a hundred others BofAML hosted a call with $PFE Pfizer's CFO Frank D'Amelio to discuss the impact of coronavirus and the overall business strategy. Pfizer expects #little-to-#no financial #impact thus far from the coronavirus and may see #improved expenses in the short term BofAML hosted a call with $PFE Pfizer's CFO Frank D'Amelio to discuss the impact of coronavirus and the overall business"
X Link 2020-04-02T18:12Z [----] followers, [--] engagements

"One analyst got pretty aggressive with $SGMO revenue fcst in C20. Wedbush even increased. Analyst updated PT Rating and revenue fcst for #Genetherapy tracking: No big rating chgs. Largest PT drop: ABEO BLUE EDIT $ABEO $ALLO $ATRA $BLUE $CLLS $CRSP $DNLI $EDIT $FIXX $NTLA $QURE $RGNX $SGMO $VYGR https://t.co/eGGnKlGPKC Analyst updated PT Rating and revenue fcst for #Genetherapy tracking: No big rating chgs. Largest PT drop: ABEO BLUE EDIT $ABEO $ALLO $ATRA $BLUE $CLLS $CRSP $DNLI $EDIT $FIXX $NTLA $QURE $RGNX $SGMO $VYGR https://t.co/eGGnKlGPKC"
X Link 2020-04-05T15:09Z [----] followers, [--] engagements

"Hard not to like the $PINS set up. Break out sets up to fill gap to $25"
X Link 2020-06-09T19:03Z [----] followers, [--] engagements

"Narrative recap of $PFE $SGMO Jun 18th clinical update for hemA #Genetherapy"
X Link 2020-06-21T18:08Z [----] followers, [--] engagements

"$PFE $SGMO clinical recap for HemA provides a timeline which excludes an acceleration options that improve it. #GeneTherapy"
X Link 2020-06-21T18:50Z [----] followers, [--] engagements

"$SNY R&D day presentation. $SGMO programs shown as POC with key milestone date in 1H21 https://www.sanofi.com/en/investors/financial-results-and-events/investor-presentations/2020-rd-presentation https://www.sanofi.com/en/investors/financial-results-and-events/investor-presentations/2020-rd-presentation"
X Link 2020-06-23T21:05Z [----] followers, [--] engagements

"$ABBV chart looks like repetitive redrawing lines exercise. Still feels like the market doesn't give you this long to sell so I'm long and adding for a move above $100"
X Link 2020-06-29T19:34Z [----] followers, [--] engagements

"$FCX [--] year downtrend appears to have (double) bottomed. Precious metals and new housing trends bullish. [--] fwd pe. Debt dropped by $12b over last [--] yrs. I have entry level and will add if trend continues"
X Link 2020-07-27T16:47Z [----] followers, [--] engagements

"This $PFE date was highly unlikely to have any update on HemA given 52+wk guidance. The Sept [--] R&D date is definitely in the window of possibility so anyone wanting to $SGMO trade the event start buying in next week and look to exit Sept 13-14"
X Link 2020-07-28T19:43Z [----] followers, [--] engagements

"Coming up on a key resistance level. Waiting for trigger - HemA likely $PFE R&D day - $NVS and $BIIB showing strength of #GeneRegulation platform. No competition - Or just another short cover into Wed earnings Technically positioned for news to confirm rally or resolve down. $SGMO updated cycle analysis. #Genetherapy https://t.co/il5iODA5it $SGMO updated cycle analysis. #Genetherapy https://t.co/il5iODA5it"
X Link 2020-08-03T19:05Z [----] followers, [--] engagements

"Freeline registration statement #Fabry #HemB #Gaucher #HemA #GeneTherapy $BMRN $AVRO $SGMO $QURE https://www.sec.gov/Archives/edgar/data/1810031/000119312520207194/d857852df1a.htm#rom857852_13 https://www.sec.gov/Archives/edgar/data/1810031/000119312520207194/d857852df1a.htm#rom857852_13"
X Link 2020-08-03T19:13Z [----] followers, [--] engagements

"$SGMO technicals updated. Monthly chart shows a potential breakout in progress. $PFE R&D day in Sept will likely lead to short derisking as we get closer. Rally drivers already in place include $BIIB $NVS collabs. Adding #Durability best in class would seal the deal"
X Link 2020-08-06T16:17Z [----] followers, [--] engagements

"Paying more attention to $SGMO price action these days. - Resistance is not stopping price. - #CNS collabs are market friendly these days. See $DNLI - $PFE Sept update possible - Equity raise risk minimal for next [--] yrs Recent rally still well below comps and SOTP $SGMO updated cycle analysis. #Genetherapy https://t.co/il5iODA5it $SGMO updated cycle analysis. #Genetherapy https://t.co/il5iODA5it"
X Link 2020-08-07T14:42Z [----] followers, [--] engagements

"$HON resolution time. I'm positioned for rally"
X Link 2020-08-07T19:27Z [----] followers, [--] engagements

"$ILMN always seems to give you an entry point. Disappointing earnings prompting selloff but still pricey. On sidelines unless they approach $280"
X Link 2020-08-07T19:45Z [----] followers, [--] engagements

"No idea if $PFE will provide addl data on $SGMO SB525 but using Aug [--] cutoff they have met their criteria of [--] wks minimum. Still betting onnext month R&D day for deeper dive as primary catalyst event short term. Wouldn't be surprised to hear first dosing in P3 at same time #Hemophilia #GeneTherapy #catalyst watch for next week - #HDD2020 Aug [--] https://t.co/1L8mq4RacY - $BMRN pdufa review action Aug [--] https://t.co/dvluFnks3M $QURE $SGMO #Hemophilia #GeneTherapy #catalyst watch for next week - #HDD2020 Aug [--] https://t.co/1L8mq4RacY - $BMRN pdufa review action Aug [--] https://t.co/dvluFnks3M"
X Link 2020-08-15T15:59Z [----] followers, [--] engagements

"$WVE analyst meeting on Aug [--] scheduled as they plan IND for C9orf72 trial by CYE. Cash getting low and is guided to last another [--] Qtrs. Stock in the basement since end of [----] when Suvodirsen trial ended and absence of assay for mHTT noted $PFE $TAK $SGMO $QURE"
X Link 2020-08-16T23:23Z [----] followers, [--] engagements

"$LGFA breakout alert. M&A value is increasing with need for content and #OTT traction. Cheap w/improving fundamentals a good combo"
X Link 2020-08-18T16:06Z [----] followers, [--] engagements

"$BMRN CRL on HemA #GeneTherapy is a complete surprise. Raises the bar on all GT submissions relying on accelerated approval. Variability of data = delay"
X Link 2020-08-19T13:34Z [----] followers, [--] engagements

"Not predicting anything until we hear more but.Wouldn't it be a kick if $SGMO $PFE HemA GT was approved before Valrox Wasn't considered even possible yesterday but now perhaps. Reminder that 2yr delay is why you delay P3 IND and #Fabry IND to optimize and max odds of AA Another day of trading opportunities for $SGMO after $BMRN news. Sold some shares on initial spike. Once I understood CRL explanation added more $SGMO Jan [----] calls when it hit $5.95 today. 15% vs [--] months is good r/r Another day of trading opportunities for $SGMO after $BMRN news. Sold some shares on initial spike. Once I"
X Link 2020-08-19T17:35Z [----] followers, [--] engagements

"$BMRN charts pretty clearly support the CRL letter: - BLA submission on P1/2 [--] yr data and P3 interim data - FDA concluded the differences between studies limited ability to rely on P1/2 study to support durability - Data and research vs comm grade material support FDA"
X Link 2020-08-20T15:31Z [----] followers, [--] engagements

"Appreciate the read. A little surprised tho that you didn't deal with the issue of $BMRN study design diff (research vs Comm grade) and the lack of data comparability from P1/2 to P3. Based upon the CRL verbiage though seemed to be the drivers vs the waning durability What does yesterday's $7.5bn $BMRN valuation fall say about valrox I crunched the numbers and you won't believe what they show. Via @evaluatevantage https://t.co/DtOg2ekW0B $SGMO What does yesterday's $7.5bn $BMRN valuation fall say about valrox I crunched the numbers and you won't believe what they show. Via @evaluatevantage"
X Link 2020-08-20T15:58Z [----] followers, [--] engagements

"$BEAM was involved in this study. Personally I'm guessing that the 2nd $PFE target with $SGMO for #Hemophilia will be #LPN delivered Scientists from @OhioState reported in @ScienceMagazine that lipid-based nanoparticles they engineered have the potential to function as #genetherapy treatments for#hemophilia and high cholesterol. https://t.co/NOzHbP96C3 https://t.co/hOI2XUNoyj Scientists from @OhioState reported in @ScienceMagazine that lipid-based nanoparticles they engineered have the potential to function as #genetherapy treatments for#hemophilia and high cholesterol."
X Link 2020-08-24T17:29Z [----] followers, [--] engagements

"$DIS expected to generate over $11b in streaming revenue (19% mix) roughly half the size of $NFLX revenues https://www.bloomberg.com/news/articles/2020-08-24/disney-leads-old-media-giants-in-making-money-from-streamingsref=DWzi38c2 https://www.bloomberg.com/news/articles/2020-08-24/disney-leads-old-media-giants-in-making-money-from-streamingsref=DWzi38c2"
X Link 2020-08-25T12:34Z [----] followers, [--] engagements

"After reading several articles claiming the $BMRN Valrox CRL provides a "read-through" to other trials I decided to write my own recap. Started with a pipeline recap for all #regenerativemedicine and a second article on Valrox and other late stage #hemophilia GT trials. pending"
X Link 2020-08-25T13:16Z [----] followers, [--] engagements

"Follow up to this article reviewing the $BMRN CRL as it pertains to $SGMO $QURE $PFE hemophilia P3 #genetherapy A look at the revenue trend and pipeline for biotech [---] #RegenerativeMedicine. Revenues grew by close to 200% between 2017-2019 to $3.8b. This era is expected to surpass #mAbs and #biologics by the time it peaks. https://t.co/Xrn3bPrYkX A look at the revenue trend and pipeline for biotech [---] #RegenerativeMedicine. Revenues grew by close to 200% between 2017-2019 to $3.8b. This era is expected to surpass #mAbs and #biologics by the time it peaks. https://t.co/Xrn3bPrYkX"
X Link 2020-08-25T19:18Z [----] followers, [--] engagements

"$SGMO partner $PFE #AffineStudy website setup Aug [--] for #GeneTherapy HemA pivotal trial"
X Link 2020-08-28T21:31Z [----] followers, [--] engagements

"Appreciate the responses and messages. A couple $SGMO slides from R&D presentation may be useful for others: 1) ZFP diversification shows TI Engineered Recombinases 2) TI into HPRT gene 3) Prelim TI HRPT gene efficiency 4) Washout study confirmation Any help understanding this trend would be greatly appreciated @UrnovFyodor Any help understanding this trend would be greatly appreciated @UrnovFyodor"
X Link 2020-09-07T15:19Z [----] followers, [--] engagements

"Solid Day [--] from $PFE. - Core vs Emerging platforms - [--] breakthroughs by C25 - P2 success rate from 17% to 53% - FIH to approval time cut in half Day two in an hour https://investors.pfizer.com/events-and-presentations/event-details/2020/Pfizer-Investor-Day-2020---Day-2/default.aspx https://investors.pfizer.com/events-and-presentations/event-details/2020/Pfizer-Investor-Day-2020---Day-2/default.aspx"
X Link 2020-09-15T13:07Z [----] followers, [--] engagements

"Useful Summary of Genetically Modified iPSC-NK Cells for Cancer Therapy by $JNJ scientist Uriel Moreno on Linkedin https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7298853/ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7298853/"
X Link 2020-10-19T16:04Z [----] followers, [--] engagements

"US patent application filed today which could be the milestone trigger for transitioning $SGMO program to $PFE. #GeneRegulation #mHTT"
X Link 2020-10-29T16:30Z [----] followers, [--] engagements

"Keep an eye on $VRTX. Bounced just shy of $200 support level. No position"
X Link 2020-10-30T16:32Z [----] followers, [--] engagements

"Commented on $IONS - Ionis: Opening Door To New Neurology Treatment Options. https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qj4ggn&shu=8lam#comment-86945342 https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qj4ggn&shu=8lam#comment-86945342"
X Link 2020-11-01T14:33Z [----] followers, [--] engagements

"Commented on $IONS - Ionis: Opening Door To New Neurology Treatment Options. https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qj4gvf&shu=8lam#comment-86945403 https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qj4gvf&shu=8lam#comment-86945403"
X Link 2020-11-01T14:42Z [----] followers, [--] engagements

"Commented on $IONS - Ionis: Opening Door To New Neurology Treatment Options. https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qj87fl&shu=8lam#comment-86963801 https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qj87fl&shu=8lam#comment-86963801"
X Link 2020-11-03T15:09Z [----] followers, [--] engagements

"Commented on $IONS - Ionis: Opening Door To New Neurology Treatment Options. https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qja41t&shu=8lam#comment-86973370 https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qja41t&shu=8lam#comment-86973370"
X Link 2020-11-04T15:51Z [----] followers, [--] engagements

"$SGMO 3Q20 milestones from $PFE were forecast in 4Q when pd but company recognized in 3Q as "probable". YTD partner funding (excl new upfronts) at 29% of operating funds needed. Project this to increase in future but still rough estimates. Expect $GILD milestone in 4Q for IND"
X Link 2020-11-05T13:28Z [----] followers, [--] engagements

"Some pretty remarkable comments made on $BMRN conference call about HemA CRL. Even implied Gottlieb leaving agency was a cause and $SGMO $PFE [--] yr primary endpoint shouldn't be trusted Commented on $BMRN - BioMarin Declining Factor Levels Unlikely To Impact Uniqure Or Sangamo Phase [--] Hemophilia Trials. https://t.co/s20Qc3GQRp Commented on $BMRN - BioMarin Declining Factor Levels Unlikely To Impact Uniqure Or Sangamo Phase [--] Hemophilia Trials. https://t.co/s20Qc3GQRp"
X Link 2020-11-07T16:06Z [----] followers, [--] engagements

"Or deflection. EMA accel approval withdrawn to refile next year. Revenue guide dropped $60m YY flat in C21 and growth in C22 linked again to ROCTAVIAN launch. Gotta blame somone so FDA lost Gottlieb opens door to him being on $PFE board so connect the dots lol @mchilberg Desperation @mchilberg Desperation"
X Link 2020-11-07T16:48Z [----] followers, [--] engagements

"Commented on $IONS - Ionis: Opening Door To New Neurology Treatment Options. https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qjfvfs&shu=8lam#comment-87005121 https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qjfvfs&shu=8lam#comment-87005121"
X Link 2020-11-07T18:31Z [----] followers, [--] engagements

"Commented on $IONS - Ionis: Opening Door To New Neurology Treatment Options. https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qjgar9&shu=8lam#comment-87007805 https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qjgar9&shu=8lam#comment-87007805"
X Link 2020-11-08T00:01Z [----] followers, [--] engagements

"In [----] $BMRN used prelim Hem guidance and concluded they needed to have F8 levels that predict ABR reduction and use commercial material in trials. Note plural. That is out of context. The actual guidance is much more comprehensive discussing the link between preclinical early phase clinical and late stage clinical studies and the inherent difficulties of using ABR w/o leadin and Factor w/o data to show link between level/benefit https://t.co/r8RRxlCK7K That is out of context. The actual guidance is much more comprehensive discussing the link between preclinical early phase clinical and late"
X Link 2020-11-08T14:17Z [----] followers, [--] engagements

"$SGMO presentation at Credit Suisse yesterday was largely a repeat. That said a couple of things popped out: - $PFE P3 for HemA looks like P2 study/is a reproducible result /easily explained to regulators (vs $BMRN CRL) - $PFE ALS is Allele specific like mHTT. Didn't know that"
X Link 2020-11-10T15:37Z [----] followers, [--] engagements

"$BMRN withdrawal of EMA marketing application for HemA gene therapy #roctavian based upon CHMP opinion due to uncertainty about duration uncertain safety profile and response variability. https://www.ema.europa.eu/en/medicines/human/withdrawn-applications/roctaviansource=news_body_link https://www.ema.europa.eu/en/medicines/human/withdrawn-applications/roctaviansource=news_body_link"
X Link 2020-11-13T15:12Z [----] followers, [--] engagements

"Still have to wonder when $LGFA will get acquired. Library of films is worth more than EV per them and #Starz OTT is progressing"
X Link 2020-11-13T18:46Z [----] followers, [--] engagements

"Market rotation to value in many cases is overpaying for stocks. Not the case with $ABBV given below market PE and above market yield. Lots of headroom on this one"
X Link 2020-11-27T16:50Z [----] followers, [--] engagements

"Note: #ARKK sold 161k shs of $CRSP yesterday after spike. Only 2.5% of position which begs the Q what next. Too small a sell to mean much stand alone but could be the start of a reduction plan. Pretty well run ETF IMO Pretty amazing to watch $CRSP continue to rally on no news and no fundamental basis. Key is fund flows to mutual funds and ETFs that are buying per attached. When this balloon pops it won't be pretty https://t.co/Mmhw8WP864 Pretty amazing to watch $CRSP continue to rally on no news and no fundamental basis. Key is fund flows to mutual funds and ETFs that are buying per attached."
X Link 2020-12-08T19:31Z [----] followers, [--] engagements

"All guess work: Did you notice what drove the $CRSP price up so much in 3Q ETF/Mutual funds buying heavy. Both are retail darlings. Either or someone else could have seen the $SGMO action early and started building a position forcing shorts to cover. If so this is multi-day $SGMO i still dont understand the sudden jump in SGMO sp except short covering after a first spike. Can someone try to explain $SGMO i still dont understand the sudden jump in SGMO sp except short covering after a first spike. Can someone try to explain"
X Link 2020-12-10T21:52Z [----] followers, [--] engagements

"JPM21 4wks: - Unlikely to hear anything new on HemA or Fabry in 1H21 - Expecting $GILD any day that KITE-037 IND w/milestone to $SGMO. Dosing C21 likely 2nd milestone - Expect in next 6-9 mths to hear $BIIB has selected targets - New collab possible G/R -IVPRP w/ZFN2 big Q Took a quick look at $SGMO catalysts for C21. Still rough so let me know if I've missed any. WAG not on list: New collab for Cystic Fibrosis next year-better than trying to pursue on own. $ABBV comes to mind https://t.co/EhRiyj9EzD Took a quick look at $SGMO catalysts for C21. Still rough so let me know if I've missed any."
X Link 2020-12-11T04:54Z [----] followers, [--] engagements

"Nice also to see acknowledgement that valuations are lopsided and investors worried about a reversal trigger $CRSP vs $SGMO perfect example led by $ARKK funds flow $XBI $IBB $NBI GoldmanSachs notes that focus is also concurrently starting to grow on the typical early January #JPM21 investor conference M&A theme which could continue to create a tricky push/pull trading dynamic in the near-term $SGMO now regarding yday CEO comments even more $XBI $IBB $NBI GoldmanSachs notes that focus is also concurrently starting to grow on the typical early January #JPM21 investor conference M&A theme which"
X Link 2020-12-12T14:12Z [----] followers, [--] engagements

"$LLY paid up for $PRVL. Only Phase [--] but still paid about $200m per pipeline program or more than P3 comps. Declining neuro franchise revenue move"
X Link 2020-12-15T12:23Z [----] followers, [--] engagements

"Commented on $IONS - Ionis: Opening Door To New Neurology Treatment Options. https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qllrnm&shu=8lam#comment-87407827 https://seekingalpha.com/article/4383539-ionis-opening-door-to-new-neurology-treatment-optionssource=tweet&sht=qllrnm&shu=8lam#comment-87407827"
X Link 2020-12-19T20:02Z [----] followers, [--] engagements

"Consistent with SM statement that $SGMO ex vivo editing works well and is not the issue with $SNY. The HIV legacy issues are figuring out what to edit not how to edit. Challenging indication but one that is progressing the tech BREAKING $SGMO Upenn #HIV gene editing trial back on recruiting December [--] [----] CD4 CAR+ #ZFN-modified T Cells in HIV Therapy https://t.co/DPtDgCAR2r BREAKING $SGMO Upenn #HIV gene editing trial back on recruiting December [--] [----] CD4 CAR+ #ZFN-modified T Cells in HIV Therapy https://t.co/DPtDgCAR2r"
X Link 2020-12-22T17:01Z [----] followers, [--] engagements

"Remember chart or article the next time you hear a market guru saying that big cap tech is not investible over the next year given their rally. They are NOT looking at this disruption and how long lived it will be. $AMZN $MSFT $GOOG all big beneficiaries https://seekingalpha.com/article/4040813-microsoft-building-essential-technologies-of-future $ARKG Tweet series This series of tweets is my opinion only. Cathie Wood has created a group of ETFs that target the disruptive innovation that is both happening and accelerating. These funds have had stellar performance based upon innovation trends"
X Link 2020-12-26T20:51Z [----] followers, [--] engagements

"Interested to see what $SNY has to say about #Genetherapy in C21. Considered POC and exploratory new platform during last R&D day"
X Link 2021-01-01T16:48Z [----] followers, [--] engagements

"$SGMO hiring Schott as Dev Head from $LLY #Chorus group should not be under appreciated. C10 article described goal saidthat it would be too little too late given IP exp. Now see stellar chart including housing/financial crises. Cardio AAV on horizon https://www.drugdiscoverynews.com/chorus-hits-high-notes-for-lilly-3554 https://www.drugdiscoverynews.com/chorus-hits-high-notes-for-lilly-3554"
X Link 2021-02-02T01:02Z [----] followers, [--] engagements

"$SRPT 4Q20 - cash $1.9b runrate runway [---] yrs. Sale of voucher $108m cash not yet rec'd - New collab with $1.7b in biobucks in C20 - Debt watch: growth to $1b - 5% dilution in C20 1/"
X Link 2021-03-02T14:35Z [----] followers, [--] engagements

"End of corrections usually end with money going into safer plays first. $MSFT $GOOG $CSCO showing positive signs"
X Link 2021-03-05T16:05Z [----] followers, [--] engagements

"When $SRPT got clobbered $ARKG added aggressively. Let's see how the react to $IONS"
X Link 2021-03-23T00:41Z [----] followers, [--] engagements

"$NVS first guided to soft #Zolgensma revenue. Now shutting down CO manufacturing due to overestimation of demand and #GeneTherapy process improves. Makes AveXis M&A look even more expensive. 14D-9 fcst for C20 was $1.43b or 35% higher than achieved https://www.fiercepharma.com/manufacturing/after-overestimating-demand-novartis-shutting-down-colorado-plant https://www.fiercepharma.com/manufacturing/after-overestimating-demand-novartis-shutting-down-colorado-plant"
X Link 2021-03-25T16:02Z [----] followers, [--] engagements

"Archegos hitting the banking sector this morning. $C filed a 6-K down 11%. $MS down 4% or $6b MC but no word yet from company"
X Link 2021-03-29T12:21Z [----] followers, [--] engagements

"Excellent article written by @UrnovFyodor Particularly liked - the reference to financial types and cats - reality check on treatment constraints. $CRSP $VRTX $EDIT $BEAM $NTLA $SGMO $SNY #CRISPR #CellTherapy @CRISPRjournal https://www.liebertpub.com/doi/pdf/10.1089/crispr.2021.29120.fur https://www.liebertpub.com/doi/pdf/10.1089/crispr.2021.29120.fur"
X Link 2021-04-22T00:09Z [----] followers, [--] engagements

"Interesting to see the gradual defocus of $SGMO Thales study. Expect to provide follow up data but no addl enrollment. $SNY SCD is considered focus/catalyst for C21. Suggests progress w/SCD may alter BThal program"
X Link 2021-05-10T12:20Z [----] followers, [--] engagements

"Oncology tracking group revenues updated for 1Q21 prints. - Revenue growth rate continues to decline. - BMY rock solid mix trend - MRK JNJ continue to grow share - #CellTherapy just shy of 1% $BMY $RHHBY $MRK $NVS $JNJ $AZN $PFE $ABBV $AMGN $LLY TAK $INCY $SGEN $SNY $XEL $GILD"
X Link 2021-05-12T23:10Z [----] followers, [--] engagements

"Note to self: When you know issues in your portfolio have a tendency to spike and then selloff have a "wishful" GTC covered call order to take advance. $BGS had another spike today to over $36. A standing covered call order with a strike around $36-38 would have been useful"
X Link 2021-06-02T17:36Z [----] followers, [--] engagements

"$AMZN bases/pops/basing $GOOG caught up $MSFT least volatile. Steady upward slope"
X Link 2021-06-25T17:00Z [----] followers, [--] engagements

"Continue to hold/add $STLD $TAN and $FCX for infrastructure boost"
X Link 2021-06-25T19:44Z [----] followers, [--] engagements

"A couple adds to $BMRN article - Now appear committed to #GeneTherapy vs [--] yrs ago when they were unsure. - History of approvals are all ERT so may not translate to pipeline - Manufacturing is key to future (next tweet). large commercial facility is big adv for M&A 1/ New article on $BMRN https://t.co/oahlEPZ2da New article on $BMRN https://t.co/oahlEPZ2da"
X Link 2021-06-27T17:10Z [----] followers, [--] engagements

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