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@occams_tooth "$CRSP strategy appears to be fast-follower programs + strong execution: - Copied $VERV pipeline when they added their in vivo CV programs - Copying $PRME & Tessera pipeline now with CasRT for AATD Not a bad strategy for value creation but scientifically uninspiring"
X Link @occams_tooth 2025-10-10T14:40Z XXX followers, 1078 engagements

"For anyone excited that the $XBI is $XXX this Evercore chart puts things in an perspective vs China $XBI up X% YTD Hong Kong listed biotech up XX% YTD As an aside I was also surprised to learn that $CRSP has the highest weighting in the new XBI. Keen to understand why"
X Link @occams_tooth 2025-10-02T01:24Z XXX followers, 1042 engagements

"@EricTopol @nytimes @PamBelluck Fascinating article. Looking forward to the BIIB080 P2 readout in 1H 2026 (IT anti tau). $BIIB $LLY $ARWR"
X Link @occams_tooth 2025-10-09T17:57Z XXX followers, 1843 engagements

"Evercore note on PDUFA date change for $DNLI Seems trivial. Astonishing that this is classified as a Major Amendment and led to a X month delay to the PDUFA date"
X Link @occams_tooth 2025-10-14T12:17Z XXX followers, XXX engagements

"@RNAiAnalyst If $ALNY were to make an acquisition I think its more likely to be one that adds capabilities (eg gene editing / Ab) rather than another oligo player. Maybe $NTLA $BEAM $PRME"
X Link @occams_tooth 2025-10-16T22:16Z XXX followers, XXX engagements

"Merck KGaA stating a drug has near half-blockbuster potential One of the funnier things Ive seen in an investor presentation $MRK.DE"
X Link @occams_tooth 2025-10-16T22:23Z XXX followers, XXX engagements

"Thoughts on $REGN DB-OTOF: 1) Remarkable data: 9/12 pts meaningful improvement & 3/12 normal 2) Tough commercial case: US 20-50 pts / yr ; compete w/ cochlear implants 3) $REGN a genetic medicine powerhouse: 10+ clinical genetic med programs ( $ALNY $NTLA Mammoth collabs)"
X Link @occams_tooth 2025-10-13T14:44Z XXX followers, 1234 engagements

"Smart move from $REGN Commercial oppty for DB-OTO is small: 20-50 pts / yr in the US and tough competition from cochlear implants If they can only treat 10pts/ yr may as well price low and buy goodwill from the administration which can benefit the company more broadly"
X Link @occams_tooth 2025-10-17T16:08Z XXX followers, XXX engagements

"Disappointing result for $WVE X. Total AAT level of 11.9uM way below lower limit of normal (20uM) X. No dose response from XXX - XXX X. No improvement from single to multi-dose (no depot effect) May never get to 20uM Clears the way for $BEAM $PRME Tessera $KRRO"
X Link @occams_tooth 2025-09-03T12:26Z XXX followers, 4148 engagements

"Tour de force presentation at $IONS R&D day today. X launches by end-27 (incl. partnered programs) New data showing deepening of response in the Angelmans program is particularly impressive. Will be interesting to see how the market develops and is shared bw $RARE and $IONS"
X Link @occams_tooth 2025-10-08T00:26Z XXX followers, XXX engagements

"$BMY buys Orbital for $1.5B cash. Non viral in vivo CART for autoimmune and onc. $BEAM a winner here; I think they own 20-30% of the company. Beam BD is excellent. $700M+ in non dilutive financing across: $PFE ($300M) $APLS ($75M) $SANA ($50M) Orbital ($300M+)"
X Link @occams_tooth 2025-10-10T11:40Z XXX followers, XXX engagements

"@Astrox1111 $PRME $BEAM and Tessera all using LNP to deliver Cas-deaminase or Cas-RT already. $CRSP hasnt unlocked LNP delivery; it was already there. Its a fast follower me-too. May be decent strategy but thats what it is"
X Link @occams_tooth 2025-10-10T22:33Z XXX followers, XXX engagements

"CBOs / CorpDev heads tend to be pretty successful as biotech CEOs: - $MTSR (ex- MedCo CorpDev) - $RNA (ex $IONS CBO) - $APGE (ex $BBIO CBO) - $BEAM (ex $AGIO CorpDev) - $IRON (ex-Acceleron CBO) - $CRSP (hired as CBO) $20B+ in mkt cap from the very incomplete list above"
X Link @occams_tooth 2025-10-10T22:46Z XXX followers, XXX engagements

"@GeneInvesting $NTLA was smart to opt out of the profit share on this one. Hard to see a strong commercial case for Heme B. Lets not forget this program is a gene insertion; requires LNP + AAV"
X Link @occams_tooth 2025-10-16T22:24Z XXX followers, XXX engagements

"Covid vaccine increased overall survival for cancer patients on a checkpoint inhibitor. mRNA vax could be serving as an adjuvant that boosts antitumor immune response Hopefully $MRNA or $BNTX follow up on this finding"
X Link @occams_tooth 2025-10-20T12:26Z XXX followers, XXX engagements