@medstudentinvst Avatar @medstudentinvst WaveStrum Life Sciences

WaveStrum Life Sciences posts on X about $prme, $pepg, $ntla, $qure 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 51.38% finance 20.18% cryptocurrencies 13.76% countries 1.83% technology brands 1.83%

Social topic influence $prme #11, $pepg 16.51%, $ntla #19, $qure 12.84%, $nktr #52, update 11.01%, $crsp 8.26%, $pasg #6, $abvx 6.42%, in the 5.5%

Top accounts mentioned or mentioned by @seedy19tron @capitalshipyard @martinshkreli @biopharmiq @melvinriskmgmt @pawcio2009 @amaymd @aditharun @drjesstaylor @mackkerz @broadinstitute @zhaoweiasu @geneinvesting @mrserikakirk @endpts @vaibhavbetter @winklevosscap @inthetrenches2 @octopusking77 @bioxray10

Top assets mentioned Prime Medicine, Inc. (PRME) PepGen Inc. (PEPG) Intellia Therapeutics, Inc (NTLA) uniQure N.V. (QURE) CRISPR Therapeutics AG (CRSP) Passage (PASG) Abivax SA (ABVX) Avidity Biosciences, Inc. (RNA) BEAM (BEAM) Janux Therapeutics, Inc. (JANX) Vaxcyte, Inc. (PCVX) BridgeBio Pharma, Inc. Common Stock (BBIO) SuperRare (RARE) Alnylam Pharmaceuticals, Inc. (ALNY) Wave Life Sciences Ltd. Ordinary Shares (WVE) Design Therapeutics, Inc. (DSGN) Invivyd, Inc. (IVVD) Arrowhead Research Corporation (ARWR) Public Service Enterprise Group, Inc. (PEG)

Top Social Posts

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

"Daily Update December 2nd [----]. Another punishing day. $JANX dropped the portfolio only about 5.7%. So this shows how much of a hit the big positions of $PRME $NKTR $ABVX $PEPG and $PCVX have taken (and really all of the rest) over the last few days. I added a small bit to $PRME today. The rationale is the same as the last time I added and have reposted that rationale in the second post on this thread. I think the more unfriendly to biotech and chaotic the FDA seems (reversal of FDA alignment with $QURE clinical outcomes studies needed for vaccines not just immunogenicity Pazdur departure"
X Link 2025-12-03T01:11Z [----] followers, [----] engagements

"December 4th [----] Daily Update Pleased thus far with the add to $PRME in that [----] range for the reasons described a few days back. Reclassified the $PRME buy stages a bit as technically there were [--] buys in that first stage and there are now [--] in the second buy stage and don't want to do the whole reformat. Made some rather large additional moves today. Super busy week so don't have time to go through the full rationales now. Will try to do this weekend. I closed the $PCVX position for a 29% gain and put all of it towards $ABVX. I think $PCVX will navigate the vaccine turmoil just fine in"
X Link 2025-12-05T02:29Z [----] followers, [----] engagements

"December 9th [----] Daily Update Back above [--]. going to really try not to tank it with another $JANX performance this time around. All eyes on Marc"
X Link 2025-12-10T02:36Z [----] followers, [----] engagements

"January 2nd [----] Daily Update $PEPG continues to run. I put $PEPG as my pick for @pawcio2009 's Biotech Squid games. It's now up over 500% since I bought it and.unfortunately for the purpose of the game. up 30% or so over the last [--] days. so it has definitely already made a substantial move. However it seemed more of a unique pick than some of the other potentials in my current portfolio. Further if its functional data this year (5mg / kg and 10mg / kg doses) shows best-in-class potential to go along with its current best in class mean splicing correction the upside here continues to be"
X Link 2026-01-03T05:48Z [----] followers, [----] engagements

"You will have to explain your view here further. I would disagree and am quite surprised you think 10% market penetration by a best-in-class drug in DM1 is too high. There are no current DM1 therapies in market for us to compare $PEPG s therapy to. However a good disease comp wrt to commercialization dynamics is ATTR-CM. Estimates for ATTR-CM prevalence in the US alone range from about [-----] to upwards of [------]. Thats roughly in line with DM1. As an example the DM1 foundation estimates [------] DM1 patients in the US. Ive used the [-----] estimate. ATTR-CM disease profile is one of serious"
X Link 2026-01-03T18:50Z [----] followers, [---] engagements

"If you want to learn how to be a sweet investor thats freakishly good at timing the market look no further than this account. I exited $PASG so I could put more into $ABVX and manage some portfolio risk post $QURE FDA update and some increased risk in other parts of the portfolio.in large part under the assumption that $PASG would probably just trade around the 6s and 7s until [----] few were really tracking it. there would probably be an $ABVX buyout before then and Id have more capital to deploy As today demonstrated this strategy worked phenomenally well (It absolutely has not) November 3rd"
X Link 2026-01-06T00:46Z [----] followers, [----] engagements

"January 7th [----] Daily Update At this point all I'm really doing with the portfolio is twiddling my thumbs and waiting for: [--]. $PRME PM359 news [--]. $ABVX "start of JPM news" (whatever that means) [--]. $PEPG 5mg / kg MAD data [--]. $NKTR maintenance data That's 78.4% of the portfolio. So heavy concentration and correspondingly heavy risk. Though I would argue the long-term downside for $PRME $ABVX and $NKTR post-maintenance is capped (unless $PRME gets a platform driven / platform killing SAE). I think the riskiest of them all in the near-term is $PEPG given it's a one-drug company and in active"
X Link 2026-01-07T21:31Z [----] followers, [----] engagements

"I think its interesting largely in virtue of $DSGN s SI improvement in vitro and the potential for CNS penetrance. However its early like you said and given some of the gaps in their early data not enough to dislodge the other positions in the portfolio for now. Some of the key gaps I see at the moment are the lack of quantitative biodistribution data for the DM1 therapy beyond qualitative statements (and as part of that a lack of animal data) lack of detail on which transcription machinery the GeneTAC is recruiting exactly and $PEPG achieving effectively the same result as $DSGN in vivo that"
X Link 2026-01-09T18:12Z [----] followers, [---] engagements

"I'm convinced. It's over for $PEPG. Pack it up boys. $PEPG The neural framework calculates this stock s price action offers gloomy outlooks for the near future with a very negative long-term outlook $PEPG The neural framework calculates this stock s price action offers gloomy outlooks for the near future with a very negative long-term outlook"
X Link 2026-01-20T19:51Z [----] followers, [----] engagements

"February 3rd [----] Update Made the first change to the portfolio since December. Closed some more of the $BBIO position in order to add to $NKTR (1.1% add now brings total to 13.9% of portfolio)"
X Link 2026-02-04T12:50Z [----] followers, [----] engagements

"Some views on $PASG @CapitalShipyard @aditharun_ This is actually not really the right argument to make against $PASG. [--]. $ALEC did not come remotely close to raising progranulin in the brain regions affected by FTD-GRN to the degree necessary to affect disease outcome in FTD-GRN. Consequently its failure has no meaningful https://t.co/su0Qvb36aD @CapitalShipyard @aditharun_ This is actually not really the right argument to make against $PASG. [--]. $ALEC did not come remotely close to raising progranulin in the brain regions affected by FTD-GRN to the degree necessary to affect disease outcome"
X Link 2026-02-05T22:33Z [----] followers, [----] engagements

"I am increasingly of the view that virtually no patient amenable to monotherapy should be prescribed a statin now that there are PCSK9 inhibitors available. PCSK9is drive superior LDL- C / ApoB lowering relative to statins drive some lowering of Lp(a) whereas statins drive none and carry none of the risks associated with global inhibition of intracellular cholesterol synthesis that statins effect. Many (most) cardiologists are far too dogmatic in regard to statins. The simple fact is that the side effects of statins are very real and many of the studies and meta-analysis that seek to disprove"
X Link 2026-02-06T01:01Z [----] followers, [----] engagements

"Wish I could say this was some stroke of brilliancein reality it was truly nothing more than wanting to put more to $NKTR during their quiet period and thinking BBIO had less near-term upside / some concern over how the tafamidis patent dynamics would play out later in the year. Never thought for a second it would have a drop like this a few days later https://twitter.com/i/web/status/2019585794843808196 https://twitter.com/i/web/status/2019585794843808196"
X Link 2026-02-06T01:35Z [----] followers, [---] engagements

"One of the many reasons the arrogant certainty of Stone is both retarded and historically illiterate is because the ketogenic diet was literally invented by Dr. Russell Wilder at Mayo Clinic to treat children and adults with epilepsy. which it did to significant positive effect Source: Johns Hopkins Medicine DIET CANNOT CURE SCHIZOPHRENIA YOU ABSOLUTE QUACK DIET CANNOT CURE SCHIZOPHRENIA YOU ABSOLUTE QUACK"
X Link 2026-02-06T03:13Z [----] followers, [---] engagements

"You are so emblematic of the banality of evil. How is it that the most mediocre and ineffectual of people people that would never stride into danger or demonstrate courage amidst great sacrifice are the ones that celebrate horrible violence the loudest. If you have to lie about Charlies points you dont have a point. Also even if he was someone who made the points you claim words are not violence no matter how much you may desperately wish to remain arrogantly removed from dissenting views. Viciously slaughtering someone speaking peacefully whilst his wife and children are watching is real"
X Link 2025-09-12T11:34Z [----] followers, [----] engagements

"Bad news from $NTLA. This will have significant price impact and those effects will ripple across the gene editing sector. As it stands my position is at a 1.8% loss. So where do we go from here Grade [--] elevations have happened before in Q2 '22 (technically I don't believe it was specified as Grade [--] but I am pretty confident it was) and May [----]. Thus Grade [--] elevations are a known phenomenon and at this point have occurred enough that it appears to be an inherent risk of the therapy. If this Grade [--] elevation is a mere plasma elevation with have no clinical symptoms or structural liver"
X Link 2025-10-27T12:55Z [----] followers, [----] engagements

"I have closed my $NTLA position for a small gain (will be shown in portfolio update tonight). Below I will break-down my rationale for exiting and detail a hypothesis for what may have happened My investment in $NTLA was largely based on the following: [--]. $NTLA demonstrated the ability to stop (not just slow) functional decline over the timeframe studied in an unprecedented percentage of patients with transthyretin amyloidosis a fatal disease that leads to heart failure polyneuropathy and a whole host of downstream consequences not well described in the medical literature or recognized"
X Link 2025-10-27T15:34Z [----] followers, [----] engagements

"November 6th [----] Daily Update Getting cooked for real this week. Luckily think $NKTR will see a nice rise tomorrow based on after-hours response to earnings and perhaps see more after the weekend. Single arm rare / severe disease gene therapies ( $PASG $RCKT) getting beat down post $QURE. $QURE news really rocked the thesis that the FDA would be maximally constructive in those spaces. $PEPG dipped about the lowest it has since data. $PRME doing the old plummet too probably mediated by sector effects of $NTLA. Though as said think the most likely causative feature of $NTLA's editor cas9 DSB's"
X Link 2025-11-07T02:46Z [----] followers, [----] engagements

"I've said it before and I'll say it again $XBI"
X Link 2025-11-07T17:42Z [----] followers, [---] engagements

"December 10th [----] Daily Update Forget to mention yesterday (can see in the post pic though) closed out the small $IVVD position and put it into $OVID"
X Link 2025-12-10T23:48Z [----] followers, [----] engagements

"February 10th [----] Portfolio Update Closed out the last small piece of the $BBIO position to allocate towards $NKTR in the pre-market. Though a small upsize (.8% of portfolio) $NKTR is now 20.0% of the portfolio overall. In many ways wish I had a bit more capital to allocate. However I don't want to pull from any of the other positions. For better of for worse my strategy has been to try to get a reasonably de-risked exit and a big short to medium-term jump in available capital from an $ABVX acquisition and then flip that capital into some of my other positions as I feel pretty good about"
X Link 2026-02-10T21:21Z [----] followers, [----] engagements

"This is actually not really the right argument to make against $PASG. [--]. $ALEC did not come remotely close to raising progranulin in the brain regions affected by FTD-GRN to the degree necessary to affect disease outcome in FTD-GRN. Consequently its failure has no meaningful read-through one way or another to $PASG. [--]. This is a misframing of the question. The question is not whether PBFT-02 will arrest FTD-GRN or substantially delay its progression by years. There is no doubt that in truly every single neurodegenerative disease there is an initial causative factor or set of causative factors"
X Link 2026-02-05T22:13Z [----] followers, [----] engagements

"February 11th [----] Portfolio Update. Nice to be back above [--] on the $NKTR strength and $PEPG rebound even with $PRME trading at the low end of its range since the last equity raise. Not held above [--] the last few times so we'll see how it goes this time around"
X Link 2026-02-12T01:47Z [----] followers, [----] engagements

"Absolutely. Its a function of a few things. One $PRMEs technology can do everything $BEAMs can (point mutation edits A-G and C-T) and much much more insofar as it can theoretically address 89%+ of monogenic diseases. Two in the diseases that are point mutation based $PRME doesnt introduce bystander edits the way $BEAM can as seen in AATD. These bystander edits appear benign. However its difficult to say for sure much less have complete insight into whether the resultant protein will work as effectively as the healthy protein from a healthy gene without the bystander edits. Three David Liu"
X Link 2026-02-13T02:12Z [----] followers, [---] engagements

"This will be my thread for my concerns around the INHBE / ALK7 silencers from $ARWR and $WVE. The primary thesis is as follows: [--]. Insulin resistance is counter-intuitively usually characterized by overly active adipocyte triglyceride lipase and hormone sensitive lipase as insulin no longer has the same inhibitory effect on these enzymes found in adipocytes. This overactive ATGL and HSL leads to a huge excess of free fatty acids (FFAs) released in the plasma. These FFAs cause lipotoxicity in the surrounding cells and amongst many other things drive increasing insulin resistance. [--]. Most obese"
X Link 2025-09-04T22:26Z [----] followers, [----] engagements

"Longer post with some more pathway detail made earlier today: I am concerned about $WVE's INHBE silencer's lipolysis enhancing effects in patients that are already diabetic or obese (not born with a LoF variant from birth) as INHBE silencing's mechanisms of action appear to work in opposition to the lipolysis inhibiting effect of a drug class (PPAR- agonists) shown in humans to be highly effective for improvements in blood glucose and insulin sensitivity in diabetic and insulin-insensitive obese patients. The INHBE pathway has a primary effect of inhibiting lipolysis and is governed by the"
X Link 2025-09-04T22:30Z [----] followers, [---] engagements

"@DrJessTaylor Thank you for sharing this message. It is so critical that people of all political viewpoints share the fundamental commitment to the right to the freedom of speech and to the sanctity of innocent human life as you clearly do. Your decency is deeply appreciated"
X Link 2025-09-11T01:33Z [----] followers, [----] engagements

"Uh Jess one of the Hutu Ten Commandments repeated on RTLM daily was a Tutsis only aim is the supremacy of his ethnic group. RTLMs whole point was to frame all Tutsis as oppressors and inherently evil due to their race and positions of power under Belgian governance. The Hutus then used that to justify the Tutsis slaughter. Who does that most sound like"
X Link 2025-09-11T13:07Z [----] followers, [----] engagements

"@mackkerz When did he ever ever say that someone peacefully speaking to views he disagreed with deserved to be murdered in cold blood in front of his family If you have to lie to make your point you don't have a point"
X Link 2025-09-11T17:03Z [----] followers, 52.2K engagements

"@broadinstitute Thank you"
X Link 2025-09-12T14:25Z [----] followers, [----] engagements

"$PEPG Well there you have it. It shall indeed likely be the highest gaining position over this short-term time frame. It was just such an unbelievable opportunity to be able to buy it in the low $1's. For reference $PEPG's key competitors (which it appears to blow out of the water) are multi-billion dollar companies ( $RNA and $DYNE). https://twitter.com/i/web/status/1970962013049573862 https://twitter.com/i/web/status/1970962013049573862"
X Link 2025-09-24T21:22Z [----] followers, 12.6K engagements

"September 25th [----] Daily Update New all time high driven by $PEPG result. That is one of the 2H [----] data readouts down. However a lot of readouts to go and significant risk remains. Particularly good to have the $PEPG result on a day when every other position in the portfolio (except for $QURE) was down"
X Link 2025-09-25T20:09Z [----] followers, [----] engagements

"No question an external control arm can introduce noise and that is a valid point to raise. However I don't think it's correct to say the AMT-130 study showed no benefit in the portion of the study that compared low-dose AMT-130 to a true sham-surgery control at [--] months. There was significant benefit (decrease in mHTT of 53.8%) relative to sham-surgery controls which mirrored the reduction seen yesterday at [--] months. One certainly has to be cautious when weighting biomarkers over clinical outcomes. However unlike beta-amyloid in AD and alpha-synuclein in PD the evidence is pretty"
X Link 2025-09-25T20:35Z [----] followers, [---] engagements

"September 26th [----] Daily Update End of week. $PEPG was obviously the highlight. This remains a long-term hold for me"
X Link 2025-09-26T20:03Z [----] followers, [----] engagements

"I have seen a number of posts questioning the safety of $PEPG's DM1 therapy based on previously published results for $PEPG's DMD therapy. I think there are a few misunderstandings regarding safety that are important to clear up. For background $PEG 's EDO-DM1 treats Myotonic Dystrophy Type [--]. EDO-51 treated DMD [--]. These are two very different genetic diseases and both the structure and functional objective of each therapy's ASO is correspondingly very different. First $PEPG's EDO-51 DMD program was terminated by PEPGEN for efficacy not for safety. The mean increase in dystrophin expression"
X Link 2025-09-30T13:41Z [----] followers, [----] engagements

"RA Capital effectively doubled its share count in $PEPG during $PEPG's most recent offering. As I have said elsewhere this company remains high risk given it has only shown Phase [--] data. However it cannot be stressed enough how much upside continues to exist here. DM1 represents at least [-----] patients in the United States with the majority being adult onset. If functional outcomes mirror the unprecedented improvement in splicing $PEPG will almost certainly dominate that market. Given ASO's are usually priced at least a couple hundred thousand dollar years annually that would translate into"
X Link 2025-09-30T23:51Z [----] followers, 12.1K engagements

"$CRSP put out a press release today about its new polymerase based editing technology and claimed the following: "SyNTase editors represent a significant advance over currently described prime editing systems by combining compact Cas9 proteins with a novel class of engineered polymerases. Together these components enable gene editing with greater efficiency and precision specificity while also supporting scalable manufacturing." My current sense this claim of superiority over prime editors is empty marketing fluff and is not supported by existing evidence. $PRME already appears to have"
X Link 2025-10-01T19:54Z [----] followers, [----] engagements

"October 1st [----] Daily Update. Fortunate to have the all-time high run continue. Though as said many times significant risk remains and things could easily reverse if I get a few things wrong this fall or biotech sentiment shifts back towards the negative. Interesting news from $CRSP today. I have posted my preliminary thoughts pending the more detailed data release in October in a separate post. $NTLA with a good gain today. We'll see if it holds. In truth day-to-day price action is rather unimportant relative to the data readouts this fall"
X Link 2025-10-01T20:06Z [----] followers, [---] engagements

"As per my earlier post on SyNTase I continue to believe that $PRME possesses the leading gene editor technology and $CRSP s SyNTase is a prime editor knock-off that lacks competitive differentiation in specificity has shown no meaningful evidence of competitive differentiation in efficiency and is significantly behind $PRME in development. As always capturing even a few of the thousands of monogenic diseases would drive massive value appreciation for $PRME. However I also think it is likely that $CRSP will aggressively defend SyNTase in court as proprietary and novel in virtue of the fact it"
X Link 2025-10-02T01:55Z [----] followers, [----] engagements

"This is a phenomenal article. Kudos to the author. It also shows exactly why $CRSP will almost certainly aggressively make the argument I outlined yesterday to defend SyNTase from legal challenge and why they will lean heavily on their so called proprietary AI-guided structural modeling and large scale screening methods and their use of a synthetic nucleotide template to support the claim that synthetic nucleotide polymerases are novel and represent a significant advance as they interact with non-technical judges / juries. The Amgen case this author describes and Amgens failure to patent"
X Link 2025-10-02T14:06Z [----] followers, [----] engagements

"October 2nd [----] Daily Update Well needless to say $PRME and $NTLAand $CRSP had a day. $PEPG a nice rise as well and $PCVX continues to show some strength I do feel the need to always caveat that this continues to be a high risk portfolio and things could turn quickly. However pleased with the results thus far"
X Link 2025-10-02T20:08Z [----] followers, [----] engagements

"It looks like Viking also increased its position in $PEPG from [-------] at end of Q2 [----] to [-------] shares. Filed a 13G today"
X Link 2025-10-03T22:50Z [----] followers, [----] engagements

"Id say $QURE $PCVX $RARE $NKTR $ABVX are high growth potential with somewhat more limited risk than the others. However biotech is always a very very high risk sector and I cant predict any outcome in biotech with certainty so if youre going invest in those please only do so if youre fully comfortable taking big losses in the positions. Obviously none of this is financial advice. If the risk parameters were widened just a bit I would also throw $NTLA in there as good risk / reward. Quite high upside and key data readouts upcoming in the next few weeks with good visibility into what the"
X Link 2025-10-04T00:26Z [----] followers, [----] engagements

"Hypothesis for a contributor to $PEPG s differentiated splicing improvement in DM1. $RNA and $DYN use DMPK1 RNA silencers which degrade and destroy the DMPK mRNA. In contrast $PEPG s ASO binds to the CUG repeats and sterically blocks the hairpin loop formation allowing the DMPK mRNA transcript to be translated normally. Most biological systems have negative feedback loops. So an increase in expression production or activity or a molecule will trigger inhibition of the expression production or activity of that molecule. Given $PEPG allows the DMPK mRNA to operate normally and produce the DMPK"
X Link 2025-10-04T08:55Z [----] followers, [----] engagements

"@GeneInvesting Give it a rest Tony. This brand of insecure makes me want to dump every share of $NTLA I own. The stock could go to $200 and your returns still wouldn't come close to his"
X Link 2025-10-07T21:13Z [----] followers, [----] engagements

"$ALNY has returned 76.5x since inception. $10000 invested at $6 would be $766500 today. $50000 would be $3.83M today. $100000 would be $7.66M The picture attached is $ALNY 's stock chart. This represents the argument for why to stay long in the face of volatility when invested in early stage biotechnology companies which you believe have a very good chance of seeing enormous value accretion over the long-term based on TAM competitive differentiation current valuation etc. $ALNY 's share price saw significant volatility over the years. It collapsed soared plateaued and everything in between."
X Link 2025-10-07T22:12Z [----] followers, [----] engagements

"Today is a good example of the benefits of the approach I outlined last night. I have effectively no insight into what non-event driven pricing in a biotech stock will do day to day. I could just as easily have seen $PRME and $NTLA being down 12% today rather than up 12% and 28% (for now) ______ As a small aside I do have a theory that biotech stocks especially over the last few years are an ideal sector for quant funds because of (a) the volatility and (b) there are likely extended timeframes where the drivers of intraday pricing are far more statistically predictable given the profile of"
X Link 2025-10-08T18:20Z [----] followers, [---] engagements

"Closed out the $RNA position today for effectively no gain given I think there are higher return opportunities in biotech. Put half into $QURE. The remaining half is in cash and will look to deploy in the future"
X Link 2025-10-08T18:25Z [----] followers, [---] engagements

"October 9th [----] Daily Update All-Time High. Still super risky portfolio given it's biotech. $NKTR and $NTLA probably the companies with the biggest potential catalysts over the next few weeks"
X Link 2025-10-09T20:35Z [----] followers, [----] engagements

"October 10th [----] Daily Update I allocated the remaining $RNA cash to $JANX today. If $NKTR continues to move down I will likely exit the tiny $BEAM and $VKTX holdings and put those towards $NKTR. Portfolio as a whole drew back about 7.3% today largely driven by the top [--] positions in the portfolio ( $PRME $NTLA $PEPG). I expect $PRME and $PEPG to continue to experience significant volatility over the short to medium term and consider these price movements irrelevant unless my long-term thesis on the business changes or new data emerges. Though it means the portfolio as a whole is likely to"
X Link 2025-10-10T23:25Z [----] followers, [----] engagements

"@MrsErikaKirk This is beautifully written. So much love to you Charlie and your children"
X Link 2025-10-10T23:31Z [----] followers, [----] engagements

"Lorenzo "Botswana" (who has $1Bn of AUM a PhD [--] other acronyms and clips $20M of annual management fees given he obviously is a [--] and [--] guy minimum) shorted $SOC at $30 as announced after the fact. Word is he was also long $SPRB as announced the day after it increased [--] trillion percent. Are there any investor materials available for a highly interested prospective LP such as myself I shorted $SOC at $30 because the dumbest motherfuckers Ive ever seen own that stock. They do not know the method. Elevate. 💯 I shorted $SOC at $30 because the dumbest motherfuckers Ive ever seen own that"
X Link 2025-10-15T16:15Z [----] followers, [----] engagements

"@MartinShkreli An insider told me $RGTIs gate speed is actually measured in quantum hertz which leads to quantum gains and ultimately quantum levels of mental retardation. Simple (advanced) physics"
X Link 2025-10-15T20:46Z [----] followers, [----] engagements

"Totally agree DM1 is a huge market and $pepg very interesting. Re $WVE and INHBE may want to check out the attached post. I think there is a fairly high likelihood that $WVEs approach of further increasing adipocyte / hepatocyte lipolysis through INHBE silencing will worsen insulin sensitivity in patients who are already obese and almost certainly already have excess lipolysis as the baseline excess lipolysis is a major causal factor in insulin resistance / diabetes. I think there is a core difference in molecular profile between patients who have LoF INHBE gene variants and therein"
X Link 2025-10-17T22:00Z [----] followers, [----] engagements

"As I said at the time of the press release it was blindingly obvious $CRSP was going to aggressively argue SyNTase was a substantively different technology than prime editors and outside the scope of $PRME's patents regardless of whether that position is ethical or intellectually honest. As I also said at the time this may prove to be a headache for $PRME even if it wins out or gets licensing fees in the end. Legal outcomes are impossible to predict and legal processes are expensive. $CRSP can bear legal costs a lot more comfortably than $PRME can. $CRSP 's intentions and their likely legal"
X Link 2025-10-22T15:49Z [----] followers, [----] engagements

"Pulling out the portion of my latest post re the CRISPR station that speaks to my views on $PRME as an investment for easier viewing: . Now this development does not change my view of $PRME as an extremely high quality investment (as seen through a high-risk long-term venture lens) for the following reasons: (1) The patient population that has monogenic mutations amenable to prime editing correction in its current form is enormous and so is the TAM. Successful development of a therapy for AATD and Wilson's Disease alone would likely propel $PRME to well above a $10Bn valuation. Successful"
X Link 2025-10-22T15:53Z [----] followers, [---] engagements

"October 23rd [----] Daily Update All eyes on early November👀( $NTLA $NKTR)"
X Link 2025-10-23T20:03Z [----] followers, [----] engagements

"Finally a hypothesis for what happened. I posted elsewhere (will try to find it today) that one of the under appreciated risks of the gene silencer companies (first-gen CRISPR / $NTLA / $CRSP) is that the way they are intended to work is through the stochastic alteration of a targeted genes genetic sequence through indels which renders it unable to make a functional mRNA transcript and leads to the natural degradation by the cell of that transcript however it is well described that certain mutated mRNA transcripts can lead to toxic effects and its possible the random deletion or insertion of"
X Link 2025-10-27T15:34Z [----] followers, [---] engagements

"October 27th [----] Daily Update I posted my thoughts on the disappointing $NTLA news my original thesis why that thesis changed post safety event and a hypothesis for what happened mechanistically earlier today. That is a more complete breakdown. However at the portfolio level wrt $NTLA today was a good example of entry price playing an important role in the risk-reward profile of an investment. Despite a potential program threatening safety event was able to close the position with a 2.2% gain and the portfolio as a whole was only down about 5% from Friday. Believe upside was worth such a"
X Link 2025-10-27T20:42Z [----] followers, [----] engagements

"I think $NTLA bears and bulls are talking past each other right now and many on both sides are missing a key piece of the equation - nucresiran. Bulls say $NTLA's nex-z results in a significantly lower percentage of patients showing disease progression relative to $BBIO's acoramidis and $ALNY 's vutrisiran. This is empirically true and it really does matter. Progression of heart-failure is tremendously serious and it is critically important to patient outcomes to fully arrest it as early as possible to prevent the panoply of downstream consequences like cognitive decline kidney dysfunction"
X Link 2025-10-28T10:53Z [----] followers, [----] engagements

"I have opened a position in Rocket Pharmaceuticals ( $RCKT) based on their three cardiovascular therapies (disease targets: Danon PKPR-ACM and BAG3-DCM). This is a very high risk high-reward investment was made in line with my interest in biotech companies that have had tough histories but have pipeline therapies with best-in-class potential (see $PEPG) and I believe is able to be sized into the portfolio in a way that failure will not have significant impact but success will. I will do a more fulsome and disease specific thesis write up when I have time. The quick and dirty thesis for the"
X Link 2025-10-28T17:49Z [----] followers, [----] engagements

"Opened position in Passage Bio ( $PASG - $25M market cap). I will write up the short-form thesis when I can. However some interesting parallels to $QURE. This is another HIGH RISK investment and sized accordingly. Treats frontotemporal dementia a notoriously brutal neurodegenerative disease. $PASG lead program targets the GRN subtype. It is comprised of an AAV1 viral vector delivered via injection to the cisterna magna. The GRN subtype is characterized by patients having mutation in the progranulin gene which leads to progranulin haploinsufficiency (50% of normal levels). 90% of GRN mutation"
X Link 2025-10-30T19:45Z [----] followers, [----] engagements

"Also just added to $ABVX. Basically all time highs but perhaps the waters are swirling and want to favor being in market with capital during a bull run rather than out"
X Link 2025-10-30T19:55Z [----] followers, [----] engagements

"October 30th [----] Daily Update Explained reasoning behind changes made today in previous posts. [--]. Closed $CRSP [--]. Opened $PASG [--]. Opened another $ABVX position"
X Link 2025-10-30T20:29Z [----] followers, [----] engagements

"Technical signals clear. I am short $ABVX"
X Link 2025-10-31T10:09Z [----] followers, [----] engagements

"(This is obviously a joke)"
X Link 2025-10-31T10:21Z [----] followers, [----] engagements

"I have a feeling this $QURE issue may not last overly long You never know. However if there was ever a disease that warranted a right to try Huntingtons Disease is it and the President has consistently backed the right to try. I also dont think Trump will remain uninvolved if the HD community starts getting vocal (as they likely will)"
X Link 2025-11-03T13:22Z [----] followers, [----] engagements

"Okay this is just a musing and Im not saying this is the case. So dont go buying a bunch of $QURE on the basis of this However does the language of the $QURE press release not suggest its possible $QURE may be playing hardball with the FDA / Vinay here Perhaps the meeting with the FDA was more contentious than theyd like Vinay threw his weight around and theyre trying to leverage public pressure (as was seen with Elevidys DMD patients and Sarepta) to make sure they get the outcome they want Basically a jump the chain of command move to get to Marty / RFK or the President who all clearly"
X Link 2025-11-03T15:55Z [----] followers, [----] engagements

"Today is so exemplary of just how wild biotech can get. $QURE multi-billion dollar company and media darling down over 50% after basically everyone (few notable exceptions) thought it was an smooth road to BLA submission and approval $SRPT was worth over $15Bn in [----] now down in the [--] billion range Not for the faint of heart boys and girls"
X Link 2025-11-03T23:07Z [----] followers, [----] engagements

"comedic gold @MartinShkreli"
X Link 2025-11-04T15:22Z [----] followers, [----] engagements

"November 4th [----] Daily Update The beatings shall continue until morale improves. Biotech getting absolutely whacked today. Every position I hold was down except $PEPG (). which came in at a really good 0% return for the day. It sure would have been nice to start entering those $RCKT / $PASG positions a few days later.but c'est la vie. $RARE got whacked too after hours on revenue and EPS misses. So I except tomorrow could be bloody. However whilst it's not ideal to lose Crysvita revenue as part of the North American Royalties sale to OMERS they announced this evening it does allow $RARE to"
X Link 2025-11-04T23:57Z [----] followers, [---] engagements

"We are so not doing it live $XBI $BHVN $QURE in overnight trading https://t.co/AEghx2wBCu $BHVN $QURE in overnight trading https://t.co/AEghx2wBCu"
X Link 2025-11-05T02:21Z [----] followers, [----] engagements

"I would really encourage retail investors to exercise caution listening to this guy's statements on $NTLA. He has every right to express himself. However you should know he is carrying a very large bag he has pretty consistently demonstrated he is not a good-faith actor in discussions on $NTLA - often failing to meet the baseline standard of accurately representing the substance of opposing views and is willing to use scientific concepts and terminology he appears not to fully understand to justify what is clearly a preordained conclusion that " it was the right move to put 100% of my money"
X Link 2025-11-05T20:28Z [----] followers, 14.7K engagements

"One last thought that is actually to $NTLA 's benefit though definitely wouldn't hang your hat on this. Just one of the first approaches I'd take if I was in charge of trying to solve this problem at the company. The HLA screening idea Tony put forward almost certainly won't work to eliminate DILI risk if the peptide immunogenicity hypothesis is true. As said there are way too many HLA variants and elements that interact with HLA to mediate immunogenicity in each patient and nex-z needs to be able to conclusively rule out DILI risk in patients if its going to compete against the likely"
X Link 2025-11-05T20:28Z [----] followers, [----] engagements

"Investigating my next biotech shitco like"
X Link 2025-11-06T12:28Z [----] followers, [---] engagements

"In just awful awful awful news the DILI patient passed away. My thoughts and prayers are with this patient may he rest in peace and his family. I believe this further raises the probability that stochastic CRISPR-cas9 indels / frameshifts can lead to either toxic mRNA or an mRNA that is able to break through nonsense mediated decay and create either a toxic or immunogenic protein. I link to a post I made where I lay out this mechanism in the second post down in this thread. This has a good chance of signaling the end of first-gen CRISPR cas9s viability. If the issue is NMD breakthrough on a"
X Link 2025-11-06T22:03Z [----] followers, [----] engagements

"Agreed. Both on a CRISPR-cas9 platform level and a program specific level. Believe its likely cas9 introduces stochastic indels into the gene which can either lead to either a toxic mRNA or more likely an mRNA that breaks through nonsense mediated decay (e.g. frameshift moves stop codon to less than 50-55 bps from the last EJC) and creates an immunogenic protein T-cells do not recognize as self"
X Link 2025-11-06T22:10Z [----] followers, [----] engagements

"This papers finding (link in comments) that cas9 induced double strand breaks drives a p53 mediated DNA damage response which yields durable markers of cellular senescence and inflammation represents another category of concern for first generation CRISPR and by extension $NTLA and $CRSP. Existing evidence makes it reasonable to think DSB effects both those described in the literature and those undescribed may have consequences that take years or decades to emerge. The extent to which these long-term effects have clinically relevant consequences for older patients with diseases like wild-type"
X Link 2025-11-10T10:55Z [----] followers, [----] engagements

"This is legitimately impressive and unprecedented efficacy data in ATTR-CM from $NTLA. If it were not for the DILI case recently reported $NTLA's stock would have traded up enormously on this news and I think all the reasonable bears would acknowledge this. If acoramidis and vutrisiran were the only game in town $NTLA might have a shot at a viable path forward on the heels of this data pending the outcome of the DILI investigation. Heart failure is a big deal and obviously kills people. So there is an ethical and rational basis for prescribing a drug that has very rare cases of DILI if it"
X Link 2025-11-10T21:55Z [----] followers, [----] engagements

"November 10th [----] Daily Update. Another day another drop boys and girls. $PRME showing particular weakness. A casualty of the $NTLA blow-up despite what I see as a lack of read-through given the fundamentally different mechanisms. $PEPG also showing some weakness after the very transient uplift post $RNA buyout. $QURE and the rest of the small gene therapy positions continue to struggle post FDA meeting with $QURE"
X Link 2025-11-10T22:54Z [----] followers, [----] engagements

"November 11th [----] Daily Update Sure do love FDA rumors. 9.6% jump on the day. We'll see if it holds $XBI"
X Link 2025-11-11T21:17Z [----] followers, [---] engagements

"November 12th [----] Daily Update BIG jump for $PASG off its recent lows. It is of course a high risk investment and may remain volatile through the 1H [----] updates. However I continue to believe the risk-reward profile here is extremely strong. To that point $LLY paid $1.04Bn (inclusive of a CVR) for Prevail and its FTD-GRN therapy back in [----] both $PASG and $LLY are in Phase [--] / [--] (though should note Prevail also had a PD asset in clinical development) and my view is that $PASG has shown more compelling data to date on both efficacy and safety. $PASG is still trading under $30M at the"
X Link 2025-11-12T21:35Z [----] followers, [----] engagements

"November 14th [----] Daily Update Little delayed in the Friday daily update post. On Friday I partially exited the $BBIO position and reallocated the proceeds towards $PRME. I will finish up a post tonight or tomorrow detailing my rationale but wanted to get this out before markets reopen for the public record"
X Link 2025-11-16T22:03Z [----] followers, [----] engagements

"I have increased my $PRME position for five reasons. First and foremost I believe it is highly likely that PM359 ( $PRME's CGD therapy) will receive FDA approval under the plausible mechanism pathway in the coming months as it definitively meets each of the five tenets of the FDA's plausible mechanism pathway. Indeed if one were to write an article explaining the rationale for approving CGD on a standalone basis I think it would look almost identical to the article Dr. Makary and Dr. Prasad published. Furthermore there are a number of pieces of circumstantial evidence that lend credence to"
X Link 2025-11-17T13:07Z [----] followers, 11.4K engagements

"@vaibhavbetter This is a fake chart. The same authors reported health care administrators as a percent of the health care workforce increased from 25.5% to 25.7% from [----] to [----]. There is opportunity for AI in healthcare. This chart does not speak to that opportunity. https://x.com/cremieuxrecueil/status/1956519849997341101 Here's my entry. This is one of my favorite fake charts. It's been posted by government officials politicians educators provider advocacy groups and so many conservative influencers. But it's fake. It's just misled millions of people. https://t.co/ooKNXYZhTG"
X Link 2025-09-03T15:16Z [----] followers, [----] engagements

"September 8th [----] I added more $NKTR this morning. It's always a little harder to add shares when doing so moves the cost basis up or entails buying on consecutive green days. However I feel the degree to which $NKTR is undervalued is seriously significant so I've opted to continue to grow the position at these prices rather than wait for a drop that may or may not come (and would not tie to the underlying value of the business barring new data). Also added more to $RNA $PRME as always tends to play an outsize role in the direction of the portfolio I fully exited the $WVE position today. The"
X Link 2025-09-08T20:27Z [----] followers, [----] engagements

"Are you fucking kidding me. This is sick beyond belief. We have now had our President Charlie Kirk - a leading voice in the conservative movement and multiple defenseless boys girls men and women shot / stabbed / killed in cold blood. This is the inevitable consequence of the sick depraved and wicked ideology of the left which has characterized millions of people as oppressors and fundamentally evil because of the color of their skin. Find this fucking shooter and put him in the ground"
X Link 2025-09-10T19:09Z [----] followers, [----] engagements

"Its a good question and depends somewhat on the investment timeframe we are talking about. Long-term my highest conviction investment is $PRME. However I have only an educated guess on what the price will do over the short-term (barring a CGD accelerated approval) as pricing will likely depend heavily on how market sentiment evolves in the face of a largely static set of facts. It could easily drop 50% or more over the short-term. I think $NKTR or $RARE probably presents the best risk-reward from now through year end. $RARE bc the base revenue from its four approved drugs is likely worth"
X Link 2025-09-25T20:51Z [----] followers, [---] engagements

"There is a venture component to early stage biotech investing insofar as some company failures are probabilistically all but guaranteed so one must a) size positions appropriately b) invest in companies who have an expected return upon success and a probability of success that is high enough to make the (hopefully limited) losses irrelevant and c) be willing to tolerate a limited number of appropriately sized failures However this morning really highlights why it is essential to have the patience to invest only in your highest conviction ideas and be okay passing on an opportunity for big"
X Link 2025-09-29T12:27Z [----] followers, [---] engagements

"September 29th [----] Daily Update New all-time high. $QURE is running a little quicker than I hoped. I was trying to thread the needle a bit and get some through some more of the upcoming data-readouts in the hopes of shifting some of that (hopefully increased) capital towards upsizing $QURE. Perhaps I got too cute with it and a lesson to be learned. Have to have a think about if I want to shift capital earlier given the way it's moving. Good to see $PCVX and $RARE start to inch back up. $RARE is really dependent on the OI readout for maximum upside and I am cautious about it because its not"
X Link 2025-09-29T20:27Z [----] followers, [----] engagements

"October 3rd [----] Daily Update End of the week. Gene editing stocks led the way this week. Though these stocks are of course volatile so could easily reverse. I think it's possible $PRME in particular may struggle to hold these levels unless CGD gets approval. However I will continue to hold the position for the long-term based on the following line of thinking. Alnylam is a good example of what the stock price movement of a successful platform biotechnology company looks like over a long-term time horizon and I think provides a good model for what $PRME's price evolution will look like if"
X Link 2025-10-03T22:26Z [----] followers, [---] engagements

"Big decision today. I sold all my positions and put every dollar of capital I have into Leap Therapeutics. Blockchain enabled drug discovery is the future. It will revolutionize gene editing I&I oncology and the longevity space by keeping a secure and decentralized record of all molecular movements within a cell. This will allow Leap's proprietary AI model to identify aberrant pathways and design bespoke curative therapies. Of course not one sentence of this post is true. $XBI $PRME We're thrilled to share that Leap Therapeutics has secured $58.88M in a PIPE led by @winklevosscap. This"
X Link 2025-10-06T22:41Z [----] followers, [----] engagements

"October 7th [----] Daily Update Busy last few days. It was not really feasible to spend much time following the markets in real time. Ideally I would have liked to shift a little bit of capital into $QURE today when it was in the low 50's probably pulling from the bottom [--] positions. However didn't see the market until the end of the day. May still do that in the coming days regardless"
X Link 2025-10-07T21:14Z [----] followers, [----] engagements

"Virtually all revolutionary technology goes through significant growing pains. Sometimes that has meant the first movers with the technology didnt see financial success as later entrants significantly improved upon initial efforts and out competed the early entrants. For example AOL (1985) and Yahoo (1994 - also known as Jerry and Davids Guide to the World Wide Web) predated Google (1998). We all know who won there. Other times it has meant first (or simply early) movers took a long time and a lot of ups and downs to fully realize their promise. Apple would be a good example of that. Alnylam"
X Link 2025-10-13T00:30Z [----] followers, [---] engagements

"October 13th [----] Daily Update Pared back most of the very small $BEAM position today. My current views on $BEAM may change if they receive a positive result from the $PRME arbitration. However the reality is prime editors can largely do everything $BEAM can and more so $BEAM is becoming increasingly reliant on the ever murky world of contractual / legal protection. Further I don't love ex vivo SCD and in vivo SCD is world's away. In general I don't love exposure to a company where success is predicated on legal outcomes. $NKTR stands in distinct contrast where the legal outcome is just a"
X Link 2025-10-13T21:45Z [----] followers, [---] engagements

"For as much pain as the gene editing space has inflicted on investors over the past many years it would be a huge mistake to assume that the enormous promise of gene editing is unlikely to be realized. Yes there may still be growing pains. Yes there remains the risk of a black swan off-target safety event. However the ability to address the underlying cause of horrible genetic diseases is nothing short of an unprecedented medical marvel and the technology is inching ever closer to fulfilling that promise. My personal belief is it is reasonably likely good $NTLA data in November will mark a"
X Link 2025-10-18T16:32Z [----] followers, [----] engagements

"Daily Update October 20th [----] All-time high. Though as always a lot of risk remains. I have a pretty heavy amount of research and in hospital time so am less able to follow the markets during the day / in real-time at the moment. However I feel comfortable with the portfolio as structured through the next round of key data readouts barring any exceptional new opportunity that presents or unexpected news. The companies with the biggest catalysts over the next couple of months are $NTLA $NKTR $BBIO $PCVX and $RARE. $NTLA readout is really critical to be able to take another step forward in"
X Link 2025-10-20T23:24Z [----] followers, [---] engagements

"This is good. It is important $PRME be purposeful about explaining its value proposition technological differentiation and development strategy to the market. This is particularly important following the $NTLA news which deservedly killed some of the green shoots of hope that had begun to return to the gene editing space. $PRME is of course a very different technology and company than $NTLA. I do not see much read through from $NTLA to $PRME for the reasons I have previously mentioned. However general market sentiment matters to the lifeblood of an early stage biotech - access to fairly"
X Link 2025-10-31T00:46Z [----] followers, [----] engagements

"Okay just saw Adam already posted about this. He was first so full credit to him. Hes actually taking action on the idea too https://x.com/a_may_md/status/1985364073001656611s=46 I have been buying the $QURE dip. This morning's press release was a calculated decision by $QURE management. Note that there's a key word in the press release that I have not seen people discussing."BELIEVES". $QURE has not yet received formal word that they cannot submit https://t.co/FV9mjHtE9h https://x.com/a_may_md/status/1985364073001656611s=46 I have been buying the $QURE dip. This morning's press release was a"
X Link 2025-11-03T15:57Z [----] followers, [----] engagements

"These shorts are absolutely not 80% of the value of Burry's portfolio. 13F's show the value of the shares that Burry has shorted by buying puts not the cost of the puts themselves. The actual capital he spent acquiring those puts (in other words his exposure) is way WAY less than reported. For example if Burry bought a put contract costing $5 per share and the stock was worth $100 at quarter close the 13F would show his position size at 20x what it actually is. Do not start full sending Nvidia shorts on the basis of tweets like this. 🚨 Just In: 80% Of Michael Burry's Portfolio Is Palantir"
X Link 2025-11-04T13:26Z [----] followers, [----] engagements

"Literally every investor in biotech at some point (probably will be me after $RARE tonight) The pre / post market FUCK is just so real 😭😔😂"
X Link 2025-11-04T15:12Z [----] followers, 196.3K engagements

"Tony be for real. As has been said literally not a soul has celebrated or felt anything but sadness over this patients death. In contrast its clear this patient and all the others are irrelevant to you. What you care about is saving your portfolio and protecting your ego by any means necessary. Think on that"
X Link 2025-11-07T02:00Z [----] followers, [---] engagements

"Do not let the world set limits on you. Naysayers said I couldn't nose dive my portfolio from an 87% return to a 39% return in a mere [--] days. I can I will and I did. Probably wont stop here either. Sign up for my subscription course now to see how I achieved this incredible feat. (November 7th [----] Daily Update)"
X Link 2025-11-08T00:09Z [----] followers, [----] engagements

"Good post adding further context to the DSB issue discussed previously. $prme $beam $ntla Reporters Notebook: Is Intellias Patient Death the Nail in the Coffin for Cas9 https://t.co/hQd8fT98A2 https://t.co/zWncv76Cts $prme $beam $ntla Reporters Notebook: Is Intellias Patient Death the Nail in the Coffin for Cas9 https://t.co/hQd8fT98A2 https://t.co/zWncv76Cts"
X Link 2025-11-10T22:15Z [----] followers, [----] engagements

"I am pretty sure he has acknowledged the efficacy of the two therapies from all the posts from him that I have seen He should certainly feel free to correct me if that is not an accurate representation. My understanding is his point is efficacy doesn't matter in light of the safety issues. That view aligns with mine with the only potential point of difference being in a hypothetical world where nucresiran doesn't exist we might have a differing viewpoint on whether $NTLA could find a path forward dependent on what emerges as the underlying cause of the DILI and caveated by the fact that even"
X Link 2025-11-10T22:50Z [----] followers, [---] engagements

"Now that the FDA's tenets have been addressed I will finish by working through the rest of the article and noting additional commentary's alignment with $PRME. This next comment is extremely important. "Once a manufacturer has demonstrated success with several consecutive patients with different bespoke therapies the FDA will move toward granting marketing authorization for the product. Manufacturers will then be able to leverage platform data from such personalized products to gain marketing approval for similar products in additional conditions. Depending on the strength of evidence either"
X Link 2025-11-17T13:08Z [----] followers, [---] engagements

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