@meangenebio Avatar @meangenebio Noah D Himmel

Noah D Himmel posts on X about $sgmo, company, gene, in the 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 18.69% finance 16.82% technology brands 2.8% currencies 1.87% exchanges 0.93%

Social topic influence $sgmo #9, company 9.35%, gene #223, in the 8.41%, this is 7.48%, $nktr #61, $alt #28, alt #1351, $pgen 3.74%, the most 3.74%

Top accounts mentioned or mentioned by @biotechanalysst @francaole @maximusholla @doepkemichel @biovalues @gothamgirl1 @stockwizard1959 @pgainz96934 @jhswings27 @floszcrxl @lauraloomer @vprasadmdmph @petermantas @elmonogran42994 @riddakilla76 @candlepro @sangamotx @kggcheers @upwarrior2 @commonsenseplay

Top assets mentioned AltLayer (ALT) BioAtla, Inc. (BCAB) Celcuity Inc. Common Stock (CELC) Abivax SA (ABVX) uniQure N.V. (QURE) Eli Lilly and Company (LLY) Prime Medicine, Inc. (PRME) Soleno Therapeutics, Inc. Common Stock (SLNO) Pfizer, Inc. (PFE) Viking Therapeutics, Inc (VKTX) AstraZeneca PLC (AZN) Nurix Therapeutics, Inc. (NRIX) Disc Medicine, Inc. Common Stock (IRON) Novo-Nordisk (NVO) Amgen, Inc. (AMGN) Sarepta Therapeutics, Inc. (SRPT)

Top Social Posts

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

"@Jhswings27 @BiotechAnalysst $PGEN (L) Good Q1 sales data can make this rip"
X Link 2026-02-12T01:46Z [---] followers, [---] engagements

"$ACHV Nailed this one @Maximus_Holla $ACHV do you think this could be one of the first selected for the CNPV program Looks like it checks all the boxes ✅ @Maximus_Holla $ACHV do you think this could be one of the first selected for the CNPV program Looks like it checks all the boxes ✅"
X Link 2026-02-14T00:15Z [---] followers, [---] engagements

"$ALT Cant blame just BioX Made a mistake with no biopsy at end of P2 - but this is also the opportunity creator Up 55% in [----] so some people starting to figure it out Plenty of room to run from here BioX flat underestimating $ALT Altimmune for sure. Probably because people keep calling it an obesity play and not a MASH play. Currently trading 6.25x discount to AKRO when it closed before buyout with a safer more rapidly effective drug (that has added weight loss) BioX flat underestimating $ALT Altimmune for sure. Probably because people keep calling it an obesity play and not a MASH play."
X Link 2026-02-02T04:06Z [---] followers, [----] engagements

"$SGMO More cash than expected at ye - where did it come from https://www.sec.gov/ixdoc=/Archives/edgar/data/1001233/000100123326000002/sgmo-20260202.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1001233/000100123326000002/sgmo-20260202.htm"
X Link 2026-02-03T14:31Z [---] followers, [----] engagements

"$SGMO No indication of waning transgene expression To me this is the most important new data point and key differentiator from failed or limited gene therapies"
X Link 2026-02-03T23:34Z [---] followers, [----] engagements

"$SGMO $QURE Head to Head AMT-191 data falls short [--] or [--] of [--] patients discontinued ERT which is significantly worse than ST-920 where all [--] dosed patients have come off ERT ERT withdrawal in the uniQure study appears to be dose-dependent with limited durability data and potential safety tradeoffs at higher doses While uniQure reports supraphysiologic -Gal A enzyme activity up to 223-fold above normal this is not necessarily beneficial and could pose regulatory and biological risks especially since clinical benefit does not scale linearly with enzyme levels beyond a certain threshold Most"
X Link 2026-02-06T14:14Z [---] followers, [----] engagements

"Dont see Pulte mentioned 🧐 https://www.bloomberg.com/news/articles/2026-02-06/white-house-explores-opening-antitrust-probe-into-homebuilders https://www.bloomberg.com/news/articles/2026-02-06/white-house-explores-opening-antitrust-probe-into-homebuilders"
X Link 2026-02-06T19:33Z [---] followers, [---] engagements

"$NKTR Best case maintenance data released today Very strong AH offering to address cash overhang AA maintenance data coming next Will $LLY be motivated to settle now There will be BP & BO interest inbound P3 design details - Lets Gooooo The table below is something I built and have been using lately to reaffirm to myself that $NKTRs current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is also the only drug with both a unique MoA https://t.co/uC0hpiGYIH The table below is something I built and have been using lately"
X Link 2026-02-11T01:34Z [---] followers, [----] engagements

"RT @LauraLoomer: I see Vinay Prasad is back in the news again. I always warned that Vinay Prasad @VPrasadMDMPH was a terrible hire at the"
X Link 2026-02-14T00:18Z [---] followers, [---] engagements

"$IRON CRL So definitely not a rubber stamp but also how embarrassing @doepke_michel @doepke_michel Great program if administered objectively Also good to know its not an auto-approval @doepke_michel Great program if administered objectively Also good to know its not an auto-approval"
X Link 2026-02-14T00:24Z [---] followers, [----] engagements

"$BCAB Appreciate @BioValues for continuing coverage on this name Spent some time digging into it and have been keeping an eye on it The lead asset Ozuriftamab (BA3011) targets 2L+ HPV-positive oropharyngeal squamous cell carcinoma (OPSCC) a subset of head and neck squamous cell carcinoma The global market size for this indication is $1 billion. Under a conservative assumption of 810% peak market penetration and adjusting for the recently announced partnership (which reduces BioAtlas economics by about 35%) the potential peak net revenue to BioAtla is approximately $100 million Applying a 3.5x"
X Link 2026-01-02T03:18Z [---] followers, [----] engagements

"$SLNO Novel salt forms are eligible for composition of matter and formulation patents It cost hundreds of millions to develop patent trial and commercialize Vykat XR Marginal cost to produce the drug is irrelevant to justifying pricing - risk adjusted capital investment and PWS is a severe unmet need Drug prices are demand based not marginal production cost based https://twitter.com/i/web/status/2016038658810560737 https://twitter.com/i/web/status/2016038658810560737"
X Link 2026-01-27T06:40Z [---] followers, [---] engagements

"@GothamGirl_1 Last I checked theyre working with Thermo Fisher"
X Link 2026-02-05T04:12Z [---] followers, [--] engagements

"@BiotechAnalysst $SGMO $QURE They would certainly report if it was good given has FDA has said about eGFR slope at 52w"
X Link 2026-02-06T20:19Z [---] followers, [----] engagements

"@peter_mantas Thats fair I like precision and dont want to be hyperbole 17/17 that were on ERT are off"
X Link 2026-02-06T20:50Z [---] followers, [--] engagements

"@ElMonoGran42994 $VNDA More solid on science but they desperately need better fiscal controls - right the size opex Also writing down DTAs not the most encouraging sign for future profitability"
X Link 2026-02-12T02:38Z [---] followers, [---] engagements

"@BiotechAnalysst Statestreet ETF"
X Link 2026-02-13T16:01Z [---] followers, [--] engagements

"$SGMO Multi-party negotiations typically last [--] weeks post-data after which a lead party enters exclusive diligence meaning we are likely [--] weeks into final diligence. CMC hiring and the consultant role tied to Thermo Fisher tech transfer reflect (continued)"
X Link 2025-07-22T21:58Z [---] followers, [----] engagements

"@RiddaKilla76 @CandlePro @GothamGirl_1 Im looking at $SGMO solid science. This is a company building multiple platforms to unlock real value. The chart It reflects a rug pull by $PFE in Dec not the biology"
X Link 2025-07-23T13:21Z [---] followers, [----] engagements

"@StockWizard1959 What stood out on todays $SGMO call was Sandys cautious optimism and awareness of partner concerns. He is not cheerleading and is focused on continuing to de-risk the deal. The recent hires are strategic moves to accelerate BLA readiness and show SGMO can execute. Signal"
X Link 2025-08-07T23:10Z [---] followers, [---] engagements

"$VKTX Dead-on-arrival with VK2735 in [----]. Market not interested in rewarding an incrementally more efficacious drug. Besides $LLY & $NVO $AMGN $AZN and $RHHBY jets are inbound. Leaders are already 20% long term loss"
X Link 2025-08-12T12:53Z [---] followers, [----] engagements

"$CELC Just WOW $CELC Provides Update on PIK3CA Mutated Cohort of Phase [--] VIKTORIA-1 Trial and Releases Additional Data Analysis From Phase 1b Trial. PIK3CA mutant cohort is fully enrolled. Data expected in late Q1 or early Q2. https://t.co/7OLCq2ihlH $CELC Provides Update on PIK3CA Mutated Cohort of Phase [--] VIKTORIA-1 Trial and Releases Additional Data Analysis From Phase 1b Trial. PIK3CA mutant cohort is fully enrolled. Data expected in late Q1 or early Q2. https://t.co/7OLCq2ihlH"
X Link 2025-10-18T13:47Z [---] followers, [----] engagements

"$BCAB Down 50% in [--] weeks good thing weve been patient Around $0.40 per share the investment thesis simplifies Its no longer about Oz-V becoming a commercial success but rather a question of can BioAtla execute a funded P3 and remain solvent long enough to reach meaningful data Below $25M MC the market is already assuming dilution slow progress and no short term re-rating Return from here is driven by basic execution closing the remaining SPV funding initiating P3 and avoiding major missteps R/R starting to look more appropriate $BCAB They still need to find a way to fund their business for"
X Link 2026-01-09T04:17Z [---] followers, [----] engagements

"$BCAB (np) The sharp drop in BioAtlas stock was driven by the companys Jan [--] announcement that it would consolidate shares through a merger with a wholly owned subsidiary converting every [--] shares into one share of the surviving entity While economically equivalent to a 1-for-50 rs this structure was used because a conventional rs risked violating Nasdaq rules due to prior financing constraints The market interpreted this as a signal of acute capital-markets pressure and limited flexibility rather than as a neutral technical change Heightened concern about compliance and financing optics"
X Link 2026-02-03T12:27Z [---] followers, [---] engagements

"$NKTR Will be 1L / 2L for AD maintenance dosing intervals is patient and payer favorable asthma AA other potential diabetes response curves not plateau at 52w & achieving EASI [---] BO has to consider this BIC differentiated with comorbidity benefits asthma alopecia areata SLE and other T2 autoimmune Modeled worth $3-4B EV - given pre P3 could see risk adjusted interest 60-70% Looks like an asset worth grabbing"
X Link 2026-02-11T09:53Z [---] followers, [---] engagements

"$ALT Accurate assessment below - now with a very strong cash raise providing P3 runway momentum is shifting in their favor $ALT yesterday was the highest close since June [----] before [--] week MASH results. The bear thesis has been completely invalidated from a scientific standpoint since that time (Lancet pub FDA BTD AASLD late-breaker [--] week durability/deepening of endpoints). Their thesis is $ALT yesterday was the highest close since June [----] before [--] week MASH results. The bear thesis has been completely invalidated from a scientific standpoint since that time (Lancet pub FDA BTD AASLD"
X Link 2026-01-28T12:42Z [---] followers, [---] engagements

"$SGMO Total Sangamonium"
X Link 2026-01-29T21:33Z [---] followers, [----] engagements

"$SGMO All excellent questions time for leadership to step-up @SangamoTx questions after today: ST-503 (#Pain): funded to execute Phase [--] STAC-BBB/#Prion: starting human study this summer #Fabry: can we run without a partner Ownership: are we looking at a shareholder base reshuffle - new major holders coming in $SGMO @SangamoTx questions after today: ST-503 (#Pain): funded to execute Phase [--] STAC-BBB/#Prion: starting human study this summer #Fabry: can we run without a partner Ownership: are we looking at a shareholder base reshuffle - new major holders coming in $SGMO"
X Link 2026-02-04T12:58Z [---] followers, [----] engagements

"$CRDL (L) CardiolRx is active It takes time for fibrosis response/resolution 6-12 months patience Data tracking directionally for just [--] weeks EV modeled base $1.25B & upside +$5B Not investment advice $CRDL Cardiol Therapeutics' ARCHER Phase II Study Results Published in ESC Heart Failure The company today announced the publication of results from its Phase II ARCHER study in ESC Heart Failure a journal of the European Society of Cardiology. 🌏The peer-reviewed article https://t.co/FnE46fs9Cz $CRDL Cardiol Therapeutics' ARCHER Phase II Study Results Published in ESC Heart Failure The"
X Link 2026-02-12T01:42Z [---] followers, [---] engagements

"$SGMO This is a much bigger development than is being reflected - how about a PR $SGMO 🤦♂🤷♂🤦♂🤷♂ BREAKING $SGMO Nav1.7 gene tx for SFN Pain dose escalation is underway (4 sites activated) @ earnings will provide add'l clarity into timing for #initial 12wk #data said will incl 1st two cohorts (n=3 each; randomized 2:1 vs sham) and pot'ly some pts from 3rd high-dose cohort https://t.co/GSnpLOzxej BREAKING $SGMO Nav1.7 gene tx for SFN Pain dose escalation is underway (4 sites activated) @ earnings will provide add'l clarity into timing for #initial 12wk #data said will incl 1st two cohorts"
X Link 2026-02-12T15:52Z [---] followers, [----] engagements

"$QURE $SGMO Now contrast that with ST-920: No dose-limiting toxicities reported No required preconditioning No liver signal of similar magnitude 100% ERT withdrawal among baseline ERT patients eGFR slope accepted by FDA as basis for Accelerated Approval In gene therapy the gold medal does not go to the highest enzyme level Is AMT-191 low dose sub therapeutic show efficacy data Pausing mid and high dose is not surprising - clear win for ST [---] 🥊 "AMT-191 shows promise but safety concerns prompt dosing pause Part of Fabry trial paused pending investigation of liver damage at higher levels" In"
X Link 2026-02-14T13:38Z [---] followers, [----] engagements

"What hype $SGMO is under $0.55 / share and has a $165m market capitalization - it is clearly priced risk-on On safety ST-920 data show mostly Grade [--] AEs Grade [--] SAEs all resolved; no deaths no safety-related discontinuations; no preconditioning Stroke is an established Fabry complication (part of the natural disease evolution) Strokes in Fabry often happen decades earlier than in the general population this context matters for trial safety Published reviews similarly describe cerebrovascular events as a major cause of morbidity in Fabry So the events reported in STAAR (resolved; Grade 23)"
X Link 2025-09-06T12:18Z [---] followers, [---] engagements

"Recent $SRPT headlines have pushed the stock down over 80% in the last [--] months Im liking the current risk/reward profile FV to me looks like 2-3x from here with room to run in [----] based on H2 [----] catalysts"
X Link 2025-09-08T21:59Z [---] followers, [----] engagements

"$SGMO Big news for STAND trial ST-503 - potentially doubles POS due to regulatory support. Years of time saved. Faster label expansion. 3-4x the program value today - worth $150m in pipeline Human efficacy is the key de-risking event to unlock multibillion TAM $SGMO https://t.co/rSVjHvpLP6 $SGMO https://t.co/rSVjHvpLP6"
X Link 2025-09-12T13:06Z [---] followers, [----] engagements

"$SGMO Heme A While only a third hit normal durability 9095% still achieve a clinically meaningful improvement over baseline severe hemophilia Non-normal patients may be off prophylaxis or on on-demand only which is economically and clinically meaningful [--] years post-dose distribution 35% normal/near-normal FVIII 40-50% improved but mild/moderate FVIII (540%) 510% remain severe (1%)"
X Link 2025-09-15T10:07Z [---] followers, [----] engagements

"$SGMO Lets review our ST-920 de-risking factors / signals that strengthen the case for a partnership and reduce scientific/regulatory/commercial uncertainty: Clinical & Regulatory De-Risking 1.FDA alignment FDA has confirmed that the STAAR trial can serve as the pivotal study for BLA submission 2.Durability evidence - Multiple patients have shown sustained -Gal A activity with ERT withdrawal and lyso-Gb3 reduction 3.Cross-program platform validation (Hem A AAV6) Phase [--] data from giroctocogene fitelparvovec show multi-year FVIII expression durability across diseases 4.Regulatory hires New"
X Link 2025-09-16T11:52Z [---] followers, [----] engagements

"Been listening to recent JZ / $NKTR conf calls Management is genuinely excited - anyone else want to micro-dose Rezpeg because it sounds so magical In all seriousness could Rezpeg really really be something special like 45-50x $NKTR current levels on a [--] yr time horizon"
X Link 2025-09-17T00:17Z [---] followers, [----] engagements

"$NKTR Some very misleading representation of statistics happening here - ISR drama is way overblown If you only look at 76% of patients had an ISR it sounds like three-quarters of patients had frequent ongoing site reactions In reality most of those patients had only [--] ISR episodes across [--] injections (per Zalevskys HCW remarks) This explains why dropouts were 1% despite the high patient-level prevalence $NKTR responding with auto inject in-the-works and other ISR mitigation strategies"
X Link 2025-09-19T00:18Z [---] followers, [----] engagements

"$NKTR Still significantly undervalued by at least 5x At $1.13B market cap currently the market Does not fully value Rezpeg AD 10% market share $2B - 55% POS Phase [--] - 4x rev = $4.4 B Assigns almost zero value to AA (binary readout Dec 2025) 10% market share $0.5 - 25% POS - 4x rev = $0.5 B Assigns only option value to NKTR-255 and other pipeline assets $0.25 B Assigns some settlement optionality vs LLY but not full upside Cash settlement value + reduced equity dilution $0.25 B $5.4 B TOTAL"
X Link 2025-09-23T22:25Z [---] followers, [----] engagements

"As $SGMO approaches an insolvency point a number of actions suggest the situation is more controlled than it may appear. While no Fabry partnership has been announced and public communications have been sparse behavior behind the scenes strongly implies the company is finalizing funding. Sangamo is actively allocating resources towards a BLA - which is both complex and costly. The company recently hired a regulatory operations specialist to support electronic BLA submissions and its leadership team is publicly presenting next week on CMC toxicology and biomarker modules. It would be highly"
X Link 2025-09-25T04:08Z [---] followers, [----] engagements

"Yes $SGMO partnership is still very much on the table Based on signals that have been widely shared - here is my expected probability outcomes this week: Partnership or non-dilutive financing announced (50%) Temporary bridge (no partner yet) (25%) No news (15%) Secondary offering (10%)"
X Link 2025-09-28T15:39Z [---] followers, [---] engagements

"$SGMO 8-K (Sep 30): CFO Prathyusha Duraibabu transitions to part-time but remains principal financial officer. VP Nikunj Jain named principal accounting officer (Oct 1). No deal/funding news. Duraibabus retention bonus tied to remaining through Nov [--] 2025"
X Link 2025-09-30T20:26Z [---] followers, [----] engagements

"@StockWizard1959 $SGMO They are aware - they just dont believe Sandy can deliver As a short - I would worry about a failure scenario where the liquidation value of the assets is more than the current market cap"
X Link 2025-10-02T03:40Z [---] followers, [----] engagements

"$ABVX Current market cap = $6.5 B @$83/share Implied [----] % of full success value if peak sales hit $4 B At [---] % PoS intrinsic value range is $120160 /share for $34 B peak sales and up to $200240 /share for $56 B If maintenance confirms and approval proceeds upside vs. current is +45 % to +300 % depending on commercialization expectations"
X Link 2025-10-05T16:36Z [---] followers, 10.2K engagements

"Who is circling $ABVX to snap it up Deal size materially limits acquisition candidates Could easily go for Pre-maintenance $8 - $10 B Post-maintenance $10 - $12 B Who has the financial firepower Tier [--] (strategic) $LLY $ABBV Tier [--] $JNJ $AZN $PFE"
X Link 2025-10-05T18:03Z [---] followers, [----] engagements

"$PGEN Market valuing it almost like nothing happened FDA first-ever approval for an RRP treatment - Papzimeos orphan drug - with demand in a population that has never had a therapy Conservatively 4x - 7x undervalued today - likely closer to 10x Launch clarity and financing optics are limiting multiple expansion Near-term share performance will hinge on payer adoption signals and avoiding a dilutive capital raise before revenue starts flowing Risk is that $460K list price and payer restrictions will slow uptake especially if insurers limit coverage to only the most severe cases. PGEN has no"
X Link 2025-10-06T00:09Z [---] followers, [----] engagements

"$ABVX Full Stop. Crohns. Have you read theblack box warning for Rinvoq ⚠Serious infection mortality malignancy MACE and thrombosis Have you read theblack box warning for Humira ⚠Serious infection and malignancy There is a clearneedin Crohns for asafe - oral -that delivers durable remissionwithout systemic safety concerns or injection burden Obefazimodis designed to fill that gap - if P3 safety profileholds through maintenance it could be the go-to early-line (post-steroid)andlate-line (post-biologic)for Crohns patients Even if it doesn't match efficacy - people will 100% want to try before"
X Link 2025-10-07T01:55Z [---] followers, [----] engagements

"RINVOQ below Cancer Hear Attack Stroke Death Pass $ABVX obefazimod offers comparable efficacy without safety liabilities Will be best-in-class oral therapy for IBD if clean profile persists"
X Link 2025-10-08T04:52Z [---] followers, [----] engagements

"Those genes wont edit themselves lets go $SGMO updated #Astellas site now names #Gene #Regulation as primary focus "New technologies to #replace or #regulate #genes safely have advanced rapidly and are #now a #reality." re $SGMO #MINT integrase Platform re $SGMO ZFR platform https://t.co/efA949TQuQ https://t.co/SkTzabg0Tg updated #Astellas site now names #Gene #Regulation as primary focus "New technologies to #replace or #regulate #genes safely have advanced rapidly and are #now a #reality." re $SGMO #MINT integrase Platform re $SGMO ZFR platform https://t.co/efA949TQuQ https://t.co/SkTzabg0Tg"
X Link 2025-10-08T14:21Z [---] followers, [----] engagements

"@KGG_cheers At this point anything is possible for $SGMO Definitely more pharma interested in licensing MINT and STAC-BBB"
X Link 2025-10-08T19:07Z [---] followers, [---] engagements

"$PGEN +$8 billion base case (market cap) and +$18 billion bull case PGEN must deliver q/q growth favorable payer decisions and expanding physician adoption - thats when a re-rating will accelerate Could take a few quarters - that mean plenty of time to build an excellent basis $PGEN no more insider selling. Time to add at low [--]. Valued only $1B $PGEN no more insider selling. Time to add at low [--]. Valued only $1B"
X Link 2025-10-10T04:49Z [---] followers, [----] engagements

"$SGMO Pain study - changed to recruiting today"
X Link 2025-10-14T16:03Z [---] followers, 10K engagements

"$PGEN There is really ZERO competition for Papzimeos While INO-3107 has shown modest efficacy its logistical burdens lower CR rates and lack of long-term durability data position it at a major disadvantage In a disease driven by procedural fatigue and chronic recurrence Papzimeos delivers durable surgery-free outcomes with ease-of-use that is likely to dominate clinical and payer preference"
X Link 2025-10-15T19:28Z [---] followers, [----] engagements

"$CELC First company to show positive P3 results targeting the PI3K/AKT/mTOR pathway in wild-type HR/HER2 breast cancer Encompassing 6570% of all HR/HER2 patients previously untreatable by PI3K/AKT inhibitors like alpelisib or capivasertib (which require mutations) Unprecedented hazard ratios (0.24 and 0.33) Best seen in any Phase [--] post-CDK4/6 trial in this population Durable benefit - [----] month DOR for the triplet indicates long disease control for responders $CELC Detailed Results from PIK3CA Wild-Type Cohort of Phase [--] VIKTORIA-1 Trial Presented at [----] ESMO Con. - CELC BioPharmCatalyst"
X Link 2025-10-18T13:35Z [---] followers, [----] engagements

"$CELC Celcuity delivered an across-the-board clinical validation day Total addressable market effectively expands to [---] % of HR/HER2 patients in the post-CDK4/6 setting US [--] k patients with metastatic HR/HER2 post-CDK4/6 @$120 k net price total potential revenue $78 billion If gedatolisib penetrates even [----] % of that combined population thats $2 billion peak revenue (add multiple of your choice) VIKTORIA-1 wild-type data are practice-changing in magnitude and statistically bulletproof The prostate data extend gedatolisibs reach confirming broad PAM-pathway applicability and excellent"
X Link 2025-10-18T14:15Z [---] followers, [----] engagements

"$NTLA Following Intellias update on a serious liver event in its in vivo CRISPR/Cas9 programs - thoughts are with the patients and care teams This underscores the inherent risks in gene editing Remain confident in the safety profiles of $PRME and $SGMO each built on distinct lower-risk platforms Prime avoids double-strand breaks reducing off-target effects and genomic instability Sangamo zinc finger platform has demonstrated strong tolerability across multiple clinical settings This unfortunate event reinforces the value of precision repair-independent editing and cautious delivery - all key"
X Link 2025-10-27T13:10Z [---] followers, [----] engagements

"@up_warrior2 @BiotechAnalysst $SGMO ST-920 is about as close to a cure for Fabry as possible - total life altering therapy for patients by all measures"
X Link 2025-10-27T17:32Z [---] followers, [---] engagements

"@commonsenseplay $OKLO"
X Link 2025-11-02T16:12Z [---] followers, 15.8K engagements

"This Thursday $SGMO will host Q3 earnings call and a business update Key Focus Points for Investors: Will a Fabry partnership be announced and if not does the company provide specific timing guidance or new rationale for the delay Clarity on the ST-503 clinical trial adjustment particularly how and why they justified shortening the primary outcome window to 12w Given the low cash position they must address how they plan to stay funded while continuing at current burn rate Any mention of interest in other assets - beyond cursory interest - including MINT prion or STAC-BBB Material progress on"
X Link 2025-11-02T20:26Z [---] followers, [----] engagements

"@BiotechAnalysst Would love to know what is going on with this program - a timely update $SGMO"
X Link 2025-11-03T15:44Z [---] followers, [---] engagements

"$SGMO We definitely were looking for more from Sandy on business development Sounds like the recent FDA meeting should provide business partners a higher degree of confidence Appreciated the ST-920 treated patients positive feedback and continued life improvement - this therapy is truly impactful"
X Link 2025-11-06T14:49Z [---] followers, [----] engagements

"$PRME You may have heard of the company Alphabet $GOOGL they are adding PRME to their portfolio see 13F"
X Link 2025-11-07T12:59Z [---] followers, [----] engagements

"$SGMO My interpretation from previous calls and management comments is that all partners have data room access The sharing of the most recent October FDA minutes sounds like it was done in a summary format Given that this would be a key due diligence item - the company might be using it to get firmer commitments (ie updated or new deal term sheets) A riskier interpretation would be that it contains more nuanced or conditional language than they are publicly sharing - which is 100% normal for FDA feedback as they generally deal in grayscale not b&w - and given the FDAs recent behavior they are"
X Link 2025-11-09T14:31Z [---] followers, [---] engagements

"@MarcJacksonLA This is a shameful headline by IBD $TGTX down 6% is hardly TG Therapeutics Crumbles"
X Link 2025-11-10T23:38Z [---] followers, [---] engagements

"$NKTR ATM filing ATM usage. Preparing for a post-data raise requires filing the ATM early Large ATMs before good data are extremely common There is no objective bearish signal in NKTRs actions"
X Link 2025-11-13T03:38Z [---] followers, [----] engagements

"$SGMO objectively your posts are not pumping - you always cite data and research and focus on the science People are pissed (not at you) because the company has done an awful job of communicating and as a consequence their share price has been very unstable Now if you started telling us that we need to listen to your analyst friend who is always right - we might become suspicious"
X Link 2025-11-18T15:28Z [---] followers, [----] engagements

"$CRDL Cardiol delivered P2 data in acute myocarditis showing a stat sig reduction in left ventricular mass at 12w Secondary imaging markers did not reach significance however trends support biologic activity and it is quite plausible 12w was not sufficient to observe the full therapeutic effect on ECV especially in an early-stage population like the one enrolled in ARCHER With a fully funded P3 trial in recurrent pericarditis underway a strong safety profile and no approved therapies targeting cardiac inflammation directly Cardiol is positioned well"
X Link 2025-12-01T20:13Z [---] followers, [---] engagements

"$NRIX People starting to pay attention now @DmitryKovalchuk @DmitryKovalchuk Not getting much engagement on $NRIX 😮💨 There really arent many posts on X about them - its flying under-the-radar Looks like the science is getting ahead of the valuation - high burn rate definitely scaring people away @DmitryKovalchuk Not getting much engagement on $NRIX 😮💨 There really arent many posts on X about them - its flying under-the-radar Looks like the science is getting ahead of the valuation - high burn rate definitely scaring people away"
X Link 2025-12-08T14:22Z [---] followers, [---] engagements

"$BCAB They still need to find a way to fund their business for several years even if the SPV funds P3 for Oz-V This means more dilution - which I think brings the MC under $40M - and closer to where I think the r/r becomes more appropriate On the sidelines waiting - plenty of time to let this story unfold $BCAB Appreciate @BioValues for continuing coverage on this name Spent some time digging into it and have been keeping an eye on it The lead asset Ozuriftamab (BA3011) targets 2L+ HPV-positive oropharyngeal squamous cell carcinoma (OPSCC) a subset of head and neck squamous $BCAB Appreciate"
X Link 2026-01-03T01:28Z [---] followers, [----] engagements

"I share concerns around the ITT v cumulative reporting of headline numbers - though $TERN was mostly transparent - would like more details on the high number of discontinuations A conservative data adjustment brings this more in-line with Scemblix - maybe small edge on speed and tbd safety https://twitter.com/i/web/status/2008232081730699726 https://twitter.com/i/web/status/2008232081730699726"
X Link 2026-01-05T17:40Z [---] followers, [---] engagements

"$KOD First posted at $8 last AUG - today UBS PT $50 😳 $KOD still ripping $KOD still ripping"
X Link 2026-01-07T23:05Z [---] followers, [---] engagements

"@semodough Plenty of $SLNO bears out there If they remain focused on US launch and get EMA approval - going to be hard to argue with the cash coming in"
X Link 2026-01-14T12:33Z [---] followers, [---] engagements

"@septdecoeur @neirdolife1 $CRVS is going to be $3B before end of P2"
X Link 2026-01-23T18:39Z [---] followers, [---] engagements

"@PGainz96934 Finally getting some recognition $ALT @PGainz96934 been calling it all along the way"
X Link 2026-01-24T04:32Z [---] followers, [--] engagements

"$CRVS This bear thesis is very thoughtful and also rests largely on theoretical concerns however not at all suggesting they are illegitimate concerns Most of the points are not directly substantiated by CRVS data - today - but could be very problematic if they came to fruition Valuation has moved in a way that $NKTR has not even though its much further along with significantly higher n They are now very well capitalized (unlike NKTR) and still expect this will be over $3B before P2 readout. Would not be surprised to see a BP or BO AD is massive market and growing there will be opportunities"
X Link 2026-01-24T16:23Z [---] followers, [----] engagements

"$CRVS Dist of grade 3+ AEs in PTCL shows no dominant safety signal [--] events spread across [--] different types Scattered idiosyncratic occurrences rather than a consistent drug-induced toxicity pattern Would be more concern with clustered tox Data reflects heavily pre-treated immunocompromised PTCL patients where SAEs are common and often not directly attributable to the drug Gross overstatement to call a floor for AD of 26% grade 3+ AEs https://twitter.com/i/web/status/2015580193763844437 https://twitter.com/i/web/status/2015580193763844437"
X Link 2026-01-26T00:19Z [---] followers, [---] engagements

"$ALT chart does not have [---] mg pemvi which will be tested in MASH P3 and was already used in obesity MOMENTUM Discontinuation was materially lower than what has been reported for survodutide and high-dose semaglutide in MASH-relevant populations Should see an uptick in AEs with some precedent that it will still be much safer than competitors https://twitter.com/i/web/status/2015757416932266272 https://twitter.com/i/web/status/2015757416932266272"
X Link 2026-01-26T12:03Z [---] followers, [---] engagements

"$ALT Great summary from MASH-TAG thanks 🙏 @thecellengineer [----] MASHTAG takeaways wrt $ALT and pemvidutide. Overall bullish sentiment IMO (trying to observe bull and bear signal) 🧵 Thread https://t.co/eiN9cxQDVf [----] MASHTAG takeaways wrt $ALT and pemvidutide. Overall bullish sentiment IMO (trying to observe bull and bear signal) 🧵 Thread https://t.co/eiN9cxQDVf"
X Link 2026-01-26T17:28Z [---] followers, [---] engagements

"@PGainz96934 $ALT keeps making the right moves and plenty of room to run Still not getting credit for P2 NITs but some folks clearly waking up"
X Link 2026-01-28T02:56Z [---] followers, [---] engagements

"@ste4103 Not sure what they would be hedging with short positions"
X Link 2026-02-02T19:02Z [---] followers, [--] engagements

"I get the sense $SGMO is hellbent on commercializing ST [---] The data speaks for itself patient anecdotes are life-altering Its widely published and remarkable it continues to age well with minimal safety concerns The cash overhang is very heavy at SGMO - positive data would move the needle if its from the pain trial - otherwise we must wait for a partnership licensing or bo deal with big economics https://twitter.com/i/web/status/2018828904933552251 https://twitter.com/i/web/status/2018828904933552251"
X Link 2026-02-03T23:28Z [---] followers, [---] engagements

"- Pre-alignment on BLA manufacturing - Suggest partner has already signed off on core plans This implies a defined path forward likely under guidance from a single counterparty"
X Link 2025-07-22T21:58Z [---] followers, [----] engagements

"Most of the negative sentiment expressed about $SGMO does not seem to specifically mention their scientific research published data or therapies progressing in pipeline. BP deals have been executed with tier [--] pharma companies recently and fallout in new drug development is expected. The $SGMO future is Fabry / STAAC-BBB / CNS / MINT time to execute 👊"
X Link 2025-08-07T14:56Z [---] followers, [----] engagements

"Why choose $PRME v $SGMO $PRME PASSIGE offers programmable gene insertion via prime editing ideal for multiplex modular therapies $SGMO MINT enables streamlined high-efficiency in vivo integration Together they cover the full spectrum of gene insertion needs"
X Link 2025-08-20T16:04Z [---] followers, [----] engagements

"$SGMO ⚡This is a material development ⚡ Evidence that ST-920 is already priced into the payer ecosystem creates leverage for partnership talks Inclusion on the list = payer belief in FDA approval $1.25M premium is not the drug price its the insurance charge to spread risk of high-cost gene therapy claims which are expected to occur Market is preparing to pay so partner can focus on execution not reimbursement risk"
X Link 2025-09-16T11:24Z [---] followers, [----] engagements

"@BiotechAnalysst $SGMO Shifts negotiating leverage to push for larger upfront and better royalty terms because the reimbursement hurdle is already being cleared in payer actuarial models"
X Link 2025-09-16T11:29Z [---] followers, [----] engagements

"$SGMO Fabry deal is now on a silver platter for a partner SGMO is in a position to extract maximum value for this asset vs [--] - [--] months ago It has been a rough ride lets - well see if patience is rewarded Partner NPV calcs have to change based on inclusion in payer lists"
X Link 2025-09-16T15:32Z [---] followers, [----] engagements

"$SGMO With over [--] new gene therapies expected by [----] and $1015B in annual spend projected BCBS report specifically identifies $SGMO Fabry and Hemophilia A as part of the future pipeline. BCBS Special Report outlines how payers evaluate and reimburse one-time gene therapies for monogenic diseases. It highlights their curative potential challenges in trial design and high upfront costs. BCBS uses five Technology Evaluation Criteria (TEC) focused on FDA approval clinical evidence net benefit comparison to existing therapies and real-world use. The report supports alternative payment models"
X Link 2025-09-17T05:08Z [---] followers, [----] engagements

"$SGMO Hiring for Director Vector Production Looks like another job posted - not listed on SGMO website but active on Indeed and ZipRecruiter - odd since using old company name - a bit irregular but recently activated"
X Link 2025-10-04T00:58Z [---] followers, [----] engagements

"Im not certain that financing alone will do it for $SGMO they need partners to commercialize Its been an unusually long timeline to partner Fabry - which likely means [--]. They still cant agree on terms [--]. A bigger deal is in the works There is not much road left before the cliff"
X Link 2025-10-14T16:01Z [---] followers, [---] engagements

"$SGMO You know what would be even greater If they told us what the f*%k is going on over there with all these great assets and how they are monetizing them Not picking on you @Franca_ole you are the 😇 of SGMO SIFTER and MINT are two technologies developed by $SGMO that have great potential. SIFTER is an AAV capsid engineering platform. Many variants of AAV capsids are produced and tested in in-vivo animal models to determine which variant best reaches specific target tissues e.g. in https://t.co/ECzpVN3SZD SIFTER and MINT are two technologies developed by $SGMO that have great potential."
X Link 2025-10-20T20:52Z [---] followers, [----] engagements

"$NRIX Nurix Therapeutics launched its pivotal DAYBreak trial of bexobrutideg (NX-5948) Oral BTK degrader in relapsed/refractory CLL Prior data showed 81% ORR and clean safety profile designed to overcome BTK-inhibitor resistance Fully funded following $250M raise at 2-3% discount to market- very strong raise Program now underway toward first BTK degrader approval $NRIX Nurix Therapeutics Announces $250.0 Million Registered Offering of Common Stock - NRIX BioPharmCatalyst https://t.co/y4GkmvVXKh $NRIX Nurix Therapeutics Announces $250.0 Million Registered Offering of Common Stock - NRIX"
X Link 2025-10-22T13:15Z [---] followers, [----] engagements

"$SGMO Indeed the ST-503 clinical trial is now Phase 1/2 designation + a name change to expand eligibility This is very meaningful Moving beyond safety to include early efficacy endpoints Faster transition from dose-escalation to expansion cohort More actionable timeline for potential collaborators implies regulatory dialogue FDA likely aligned on design and structure Despite funding uncertainty SGMO actively positioning ST-503 BOOOM: HUGE $SGMO Pain trial update: Its now a #Phase2 Data not [--] but [--] weeks https://t.co/soNMk3Xcnd BOOOM: HUGE $SGMO Pain trial update: Its now a #Phase2 Data not"
X Link 2025-10-28T13:48Z [---] followers, [----] engagements

"@Franca_ole These $SGMO patents reflect next-gen gene control platforms not just disease-specific inventions. When MINT and ZFR platforms succeed clinically this IP will form the backbone for licensing across partners like STACBBB already has"
X Link 2025-07-30T09:48Z [---] followers, [---] engagements

"$SGMO ST920 BD Deal Cash Modeled (Ex-Royalties) 80% CI Upfront: $125200M Dev. milestones: $3560M Regulatory: $70110M Launch: $2540M Total pre-royalties payments: $255410M +/- 2sd $200M to $465M Front-loaded BLA-ready rare disease. Potentially life changing for #Fabry patients"
X Link 2025-08-07T10:28Z [---] followers, [---] engagements

"@PCM_bio Market will not be interested in rewarding an incrementally more efficacious drug that might sell in [----]. There will be more major pharma competition by then + orals. $VKTX has to absolutely blow the top off data now"
X Link 2025-08-13T02:37Z [---] followers, [----] engagements

"@Maximus_Holla $ACHV do you think this could be one of the first selected for the CNPV program Looks like it checks all the boxes ✅"
X Link 2025-08-27T15:07Z [---] followers, [---] engagements

"To all touched by Alzheimers this is a spark of hope 💜 $SGMO has filed a new patent targeting tau a key driver of this cruel disease. Good to know the brightest minds are working tirelessly. #AlzheimersAwareness $SGMO patent filed today protects a method of downregulating the MAPT gene in the brain using two precise DNA-binding proteins (primarily ZFPs)either through repression or through cutting and pasting. The scope of protection ranges from very broad (any DNA binders such as ZFP $SGMO patent filed today protects a method of downregulating the MAPT gene in the brain using two precise"
X Link 2025-08-28T19:36Z [---] followers, [----] engagements

"@Soeren_Berlin @ZinselmeyerB $SGMO Great write up It is not lost on me that a company which has inflicted chronic pain on its shareholders now aims to cure chronic pain itself. ☠"
X Link 2025-09-09T18:55Z [---] followers, [---] engagements

"Four $SGMO VPs (one retired) CMC Biomarker Technical Dev Nonclinical are presenting Companion diagnostics for AAV gene therapy Nonclinical development and toxicology CMC challenges with AAV vectors These are the modules required in a BLA filing and the speakers span core BLA functional areas"
X Link 2025-09-22T22:24Z [---] followers, [----] engagements

"@Franca_ole It seems $SGMO could use the MINT platform to significantly expedite the development (preclinical) work and even simplify the regulatory review process I wonder how they might also expedite time spent on trials"
X Link 2025-09-27T10:48Z [---] followers, [---] engagements

"$SGMO suspect they have been hitting ATM all Q3 and that is what kept it largely range bound Last [--] weeks pulled back on ATM - volume increased - and it ran pretty quickly towards $0.70 Estimate they got enough additional cash for 4-5 weeks (mid November) from ATM Expecting some news imminently 😬"
X Link 2025-10-02T01:34Z [---] followers, [----] engagements

"$SGMO Loves flying under the radar CAR-Tregs in humans are a new modality. The regulatory path reimbursement model and commercialization strategy are not yet defined If data continue to validate safety engraftment and even partial immunologic benefit this could become one of the most important transplant innovations in decades Nobel Prize recognizing Tregs as a critical immune homeostasis mechanism boosts scientific legitimacy public awareness and investment confidence in therapies based on Treg biology and de-risk investor perception of TX200s mechanism since the underlying immunological"
X Link 2025-10-09T12:51Z [---] followers, [----] engagements

"@Rainmaker1973 Yes but do these mushrooms taste good on pizza"
X Link 2025-10-13T17:48Z [---] followers, [----] engagements

"@doepke_michel Great program if administered objectively Also good to know its not an auto-approval"
X Link 2026-01-15T11:29Z [---] followers, [----] engagements

"$CELC Fantastic"
X Link 2026-01-20T13:49Z [---] followers, [---] engagements

"Beyond offensive calling out healthy Girls to take GLP-1s Treating a serious prescription medication as if it were a casual lifestyle product and suggesting that girls (not even adults) should take a powerful drug even if there is no medical need It ignores very real risks and side effects of GLP-1 drugs and downplays the importance of proper medical judgment and informed consent Exploiting insecurity for profit rather than promoting health Shameful Disgusting and Dangerous"
X Link 2026-01-31T13:33Z [---] followers, [---] engagements

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