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@Alex___VA "ARK loaded up on $NTLA. 750000 shares between arkk and arkg @GeneInvesting"
X Link @Alex___VA 2025-10-28T00:12Z XX followers, 47.2K engagements

"$NTLA hiccup just afforded last buying opportunity. PT: $XX (conservative) HAE: $.75B ATTR: $2B ATTR Cut: - $0.5B (25% cut from physician caution not FDA) Peak Sales: $2.25B Valuation: $4.5B (2X peak sales) Most like FDA outcome and timing here: $XBI $PRME $CRSP $ARKG"
X Link @Alex___VA 2025-11-01T19:24Z XX followers, 1162 engagements

"Definitely overreacting market will dismiss this as it did the prior case a few months ago. $NTLA"
X Link @Alex___VA 2025-10-27T13:26Z XX followers, XXX engagements

"@A_May_MD You know she will be buying every day this week (at least). Better cover your shorts. Bookmark this $NTLA is at $XX in XX days"
X Link @Alex___VA 2025-10-28T00:24Z XX followers, XXX engagements

"@GeneInvesting @JessieChimni Id also ask the patient if he received a bottle of whiskey from $ALNY and/or $BBIO 😂"
X Link @Alex___VA 2025-10-28T16:09Z XX followers, XXX engagements

"@A_May_MD @GeneInvesting Hahaha Id avoid claiming $NTLA treatment is causing hepatitis like you did in a post today. 🤦♂"
X Link @Alex___VA 2025-10-28T17:18Z XX followers, XXX engagements

"ARK continues to scoop up more $NTLA almost 500000 shares between $ARKG and $ARKK today in addition to 700000 yesterday. 💪"
X Link @Alex___VA 2025-10-29T00:03Z XX followers, 2608 engagements

"@neo8634 @3primeAnalytica I added too $NTLA and will add more if goes lower. If patient returns to baseline and trial resumes this will be forgotten quickly Wall Street is forward looking. If not will reassess objectively Im not married to it but current info is not sufficient. I held through worse"
X Link @Alex___VA 2025-10-29T02:32Z XX followers, XXX engagements

"@neo8634 @3primeAnalytica Hopefully it wont take long a couple of weeks. Look at May grade X event and $NTLA price action that followed. The will need to provide an update on earnings call on 11/6"
X Link @Alex___VA 2025-10-29T03:05Z XX followers, XXX engagements

"@CoinbasedBTC @drrichjlaw @A_May_MD @Andre_AGTC @GeneInvesting On Friday market cap was 2X of today. There should be more upside on positive catalyst and more muted downside. Nex-z update is where it is at for $NTLA right now. Positive update on patient recovery - upper teens. Resuming the trial - mid to upper twenties"
X Link @Alex___VA 2025-10-29T15:18Z XX followers, 1601 engagements

"@A_May_MD Good detailed post makes me bullish on $NTLA. Im fortunate to still be green on my position and was thinking about closing or sizing down until more clarity on ATTR . But you convinced me to stay the course. You are fundamentally wrong on everything"
X Link @Alex___VA 2025-10-30T16:54Z XX followers, XXX engagements

"@A_May_MD You do realize that there is a XX% - XX% chance that the latest grade X event isnt $NTLA treatment related. Over XXX people were dosed and are outside of XX day window. Large enough population its not a XX person trial"
X Link @Alex___VA 2025-10-30T21:22Z XX followers, XXX engagements

"@GeneInvesting @A_May_MD Do you think $NTLA can offer @A_May_MD a personalized treatment to cure his sickness 😂. His post is ludicrous on so many levels"
X Link @Alex___VA 2025-10-31T15:06Z XX followers, XXX engagements

"@GeneInvesting Remarkable results these are very effective drugs. this is the real deal Im 💯 sure @A_May_MD will do a long post explaining how this is very negative for $NTLA 😂"
X Link @Alex___VA 2025-11-01T15:00Z XX followers, XXX engagements

"@A_May_MD Adams got a unique talent months of shut it down a dash of impressive but still a failure and somehow hes convinced himself he was complimenting $NTLA all along"
X Link @Alex___VA 2025-11-01T16:22Z XX followers, XXX engagements

"@GeneInvesting I dont think thats right will go back to press release when they upped the target from XXX to 1200. I thought it was Full enrollment: H1 2026 Dosing Completion: H2 2026 Either way if hold lifts in Jan NPV impact due to delay is modest. At best $200M"
X Link @Alex___VA 2025-11-02T16:35Z XX followers, XX engagements

"@GeneInvesting Its bunkers that $NTLA runs a one-and-done gene editing trial with median age XX almost no exclusions and XX the size of prior programs and gets best results period. This is what makes gene editing real not 20-patient healthy trials. Scientists get it. Investors not yet"
X Link @Alex___VA 2025-11-02T18:54Z XX followers, XXX engagements

"@GeneInvesting @SixSigmaCapital $QURE news highlights how $NTLA is taking the harder but smart path - expanding an already large XXX patient trial to build confidence with the FDA and public not because they have to. FDA will have more than enough data to judge efficacy and safety"
X Link @Alex___VA 2025-11-03T16:26Z XX followers, XXX engagements

"@yaireinhorn @BeamTx @john_evans3 One of the sharpest mgmt teams in gene editing. 2025 YTD cash burn $220M ($75M/Q). $1.35B in cash (incl. Orbital) as of Q3 runway now likely stretches to 2029. 🤯 #Beam"
X Link @Alex___VA 2025-11-04T13:54Z XX followers, XXX engagements

"Gene editing fans of $CRSP $BEAM $PRME $CRBU $SGMO $VRTX Upside muted downside amplifieduntil $NTLAs overhang lifts. Closest to finish line with in vivo Phase X. One result decides if CRISPR ushers in the new age of medicine or stalls it. #GeneEditing"
X Link @Alex___VA 2025-11-04T14:55Z XX followers, XXX engagements

"@RNAiAnalyst Not true. BEAM-302 single-dose data exceeded expectations: 60mg hit XXXX M total AAT XX% Z-AAT drop durable editing. Multi-dose (2x60mg) isnt a fix for weak efficacy - its optimization to push higher AAT & clear more liver aggregates. Standard Ph1/2 exploration. $BEAM"
X Link @Alex___VA 2025-11-04T15:07Z XX followers, XXX engagements

"@m_goes_distance Wen moon $NTLA $BEAM"
X Link @Alex___VA 2025-11-04T23:48Z XX followers, XXX engagements

"@zhaoweiasu @CaptainRisky7 Truth is no one else has dosed XXX patientswith a median age of 7778 no less. The true risk profile of PRIME remains unknown making comparisons or claims of similar efficacy with better safety both premature and misleading. I own $BEAM and $NTLA"
X Link @Alex___VA 2025-11-05T00:10Z XX followers, XXX engagements

"@GeneInvesting No it does not. Its a subsequent event. Q2 they report $1.2B cash Q3 $1.1B so burned $75M-ish 2025 YTD cash burn $220M ($75M/Q). $1.35B in cash (incl. Orbital) as of Q3 runway now likely stretches to 2029. 🤯 $Beam"
X Link @Alex___VA 2025-11-04T14:21Z XX followers, XXX engagements

"ARK with another almost 300000 share $BEAM purchase today"
X Link @Alex___VA 2025-11-05T01:02Z XX followers, XX engagements

"Just sold some of my $BEAM to buy more $NTLA . This overreaction will look silly an a week or two. An 80+ year old patient with some elevated liver markers 🙄. It will be back to $XX in no time. Too bad I dont have idle cash to load up more. @GeneInvesting"
X Link @Alex___VA 2025-10-27T14:13Z XX followers, XXX engagements

"Did ARK ( $ARKKand $ARKG ) load up on $BEAM today. They tend to do so for high-conviction names going into earnings. Reminder: earning should report pre-market tomorrow morning at 8:30. I'm curious about commentary on cash runway following Orbital deal. $CRSP $PRME $NTLA"
X Link @Alex___VA 2025-11-03T21:37Z XX followers, XXX engagements

"@GeneInvesting Ouch. $BEAM report pre-market tomorrow. Lets hope it breaks the trend. Then $NTLA to rescue all"
X Link @Alex___VA 2025-11-03T22:20Z XX followers, XXX engagements

"@GeneInvesting I still give this "patient-specific comorbidities or unrelated events" a 40%+ probability. Good news - we are likely to get un update next week"
X Link @Alex___VA 2025-11-04T20:38Z XX followers, XX engagements

"@GeneInvesting Fair but I think grade 3's remain within expected variability for this kind of population. Unless we start seeing recurrence within the same dose group this still points to patient-specific comorbidities not drug-related toxicity. That's assuming Grade 4's are explained. 🤞"
X Link @Alex___VA 2025-11-04T21:10Z XX followers, XX engagements

"As expected ARK picked up a lot of $BEAM ahead of tomorrow's earnings. $ARKK $ARKG $NTLA $XBI $PRME"
X Link @Alex___VA 2025-11-04T01:05Z XX followers, XXX engagements

"Berkshire Hathaway is sitting on $382B in cash. Fun fact they can buy the entire genomics sector and still have $382B left over. #Genomics $NTLA $BEAM $CRSP $PRME"
X Link @Alex___VA 2025-11-05T02:49Z XX followers, XX engagements