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@RNAiAnalyst Avatar @RNAiAnalyst Dirk Haussecker

The most important current event appears to be the controversy surrounding the FDA's decision on Quure's ($QURE) Huntington's disease treatment, with many expressing outrage and accusing the FDA of being capricious. The company's situation has sparked a strong reaction from the biotech community, with some suggesting that other forces may be at play. The FDA's decision has also raised questions about the agency's relationship with biotech companies and its decision-making processes.

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Social Influence

Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX%

Social topic influence $wve #13, $dyn #2, $arwr #8, $ions #3, $rna #1, $alny #6, $srpt #8, $mltx 3.51%, weight loss #896, ceo #1821

Top accounts mentioned or mentioned by @auditor112017 @yhdjdhd @artsstocks @superduperdrugs @hall8jack @tamascsorba1 @bronxb_13 @sonichedgefund @jamesmclaw70633 @geneinvesting @markflowchatter @appieananas @martinshkreli @j6_a12 @tombombss @desertdweller93 @markc_lvb @hannibalspeaks @biocentury @fda

Top assets mentioned Wave Life Sciences Ltd. Ordinary Shares (WVE) Dyne Therapeutics, Inc. Common Stock (DYN) Arrowhead Research Corporation (ARWR) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Avidity Biosciences, Inc. Common Stock (RNA) Alnylam Pharmaceuticals, Inc. (ALNY) Sarepta Therapeutics, Inc. (SRPT) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Novartis AG (NVS) Regeneron Pharmaceuticals Inc (REGN) Eli Lilly and Company (LLY) Intellia Therapeutics, Inc (NTLA) BEAM (BEAM) uniQure N.V. (QURE) Apellis Pharmaceuticals, Inc. Common Stock (APLS) BridgeBio Pharma, Inc. Common Stock (BBIO) Kymera Therapeutics, Inc. Common Stock (KYMR) Vertex Protocol (VRTX) Janux Therapeutics, Inc. Common Stock (JANX) Novo-Nordisk (NVO) Cytokinetics Inc. (CYTK)

Top Social Posts

Top posts by engagements in the last XX hours

"$apls will take a placeholder position today. What the market does not value (but potential acquirer will) is the potential of the RNAi combo in dry AMD. Just recently $alny and $regn have illustrated how powerful complement RNAi can be:"
X Link 2025-10-31T13:08Z 20.8K followers, 3928 engagements

"$ifrx $mltx so many nuggets in that $lly ceo conversation. Another X was when he said weight loss pills would disrupt the biologicals in the HS market. People lose weight less skin creases and general inflammaton et voila"
X Link 2025-11-12T14:11Z 20.8K followers, 3988 engagements

"$dyn $pepg a bit weak today after $RNA filing reveals Novartis was the only bidder"
X Link 2025-11-25T15:16Z 20.8K followers, 4627 engagements

"$sgmo XX years ago as a post-doc I had lunch with the CSO. I asked him why they did not just deliver the VEGF gene instead of a transcription factor supposed to turn on VEGF. He did not have an explanation. When viewed through this lens the company's history makes sense.a history that I increasingly believe we are seeing the last chapter of. Chapter 11"
X Link 2025-11-25T19:25Z 20.8K followers, 8111 engagements

"At least until 2021 improvememts in ATTR-CM standard-of-care only for early-stage diagnosed. $ntla $alny $bbio"
X Link 2025-11-29T16:57Z 20.8K followers, 5220 engagements

"$REGN yet another company believes that prime editing (let's call it what it is) is better than base editing for AATD. $PRME $BEAM $WVE $KRRO #CRISPR"
X Link 2025-12-01T13:17Z 20.8K followers, 5640 engagements

"$jspr In case you did not have a healthy belly laugh today (the execs on the call did). Explains previous trial failure due to enrolling 'patients' that did not have target disease. That's a new one. Normally it's the placebo outperforming. Immediately file under 'non-serious' biotech company"
X Link 2025-12-02T15:50Z 20.8K followers, 6973 engagements

"$arwr does not call out their 'weight loss' drugs against inhibinE/Alk7 as critical to their future. CVD/sHTG and CNS candidates are prioritized also as it comes to capital allocation. Makes me a bit cautious about upcoming $wve readout. On the other hand this may all be explained by $arwr partnering them. Delaying weight loss data into '1st week of January' due to claimed difficulties of coordinating travel plans (in the age of Zoom come on) may just be a cop out for announcing a blockbuster weight loss deal the week before JPM. Stock price also suggests possibility of deal near-term"
X Link 2025-12-04T08:03Z 20.8K followers, 4417 engagements

"I like when there is a substantial #short interest in tightly held biotechs. There is nowhere for them to hide except to print fake shares"
X Link 2025-12-04T16:44Z 20.8K followers, 2059 engagements

"$qure really needs to turn on the volume here having politely waited for the Minutes. Now amid the FDA upheaval is the time to strike"
X Link 2025-12-04T19:28Z 20.8K followers, 4744 engagements

"$qure since bias due to the large striatal size entry criterium could have been FDA concern. .one solution to standstill would be to include data from currently dosed cohort in the feasibility cohort of subjects with smaller size"
X Link 2025-12-05T06:48Z 20.8K followers, 3327 engagements

"What the $mltx imbeciles dont get: the one 'negative' trial is not evidence for that the drug does not work. It just did not reach stat sig for this one time point and one endpoint. X positive trial is all that's needed now. Happy for existence of imbeciles since they will provide the fuel for stock surge once minutes released"
X Link 2025-12-05T08:32Z 20.8K followers, 3526 engagements

"$capr I find it strange when the error bars for X () different endpoints are.IDENTICAL. @MartinShkreli @MicrobiomDigest"
X Link 2025-12-05T10:26Z 20.8K followers, 14.1K engagements

"$wve and $dyn. XX% of my portfolio exposed to 'binary' Had a feeling it would be on same day"
X Link 2025-12-08T09:01Z 20.8K followers, 3712 engagements

"$prme publication is clearly a major positive but it also reveals low-level (2%) indels around target edit site. Given scrutiny that $ntla recently got for neoepitope formation this should be taken onboard for future reference. Even in worst case scenario killing X% of hepatocytes by T-cells would not be expected to come anywhere close to liver failure"
X Link 2025-12-08T09:34Z 20.8K followers, 4275 engagements

"@j6_a12 Still long $pepg. Speculating on more DM1 M&A. Just need to get over the exon51 hump for $dyn. For $rna there wasn't much of a response to their DMD skipping data but it provided extra incentive for Novartis to pursue them"
X Link 2025-12-08T10:13Z 20.8K followers, XXX engagements

"$dyn unless something crops up during the call can now ride it into the sunset=potential buyout. But don't commit XXX% to this position. DM1 is main value and safety event(s) could always derail. $pepg $rna"
X Link 2025-12-08T12:10Z 20.8K followers, 2462 engagements

"#FDA Trump ordered Makary to come to White House. Forget about what was said during press conference: Makary had to go there after recent agency drama as described in WSJ piece. Wouldn't be surprised for Makary to push Republican freedom-to-choose agenda much harder going forward.and what will happen to Prasad"
X Link 2025-11-19T07:52Z 20.8K followers, 15K engagements

"Closed door meeting with top #FDA officials at investment bank Piper Sandler. If that's not scandalous I dunno what is. Did they give out cards of drugs that will be approved and those that will receive CRLs next How much to pay for such ACCESS"
X Link 2025-12-07T11:17Z 20.8K followers, 17.8K engagements

"$wve INHBE weight loss data tomorrow morning 7.30am PR 8.30am conference call. Time to rest up. $arwr"
X Link 2025-12-07T21:41Z 20.8K followers, 7099 engagements

"$dyn deeply satisfying exon XX skip data. After only X months of randomized phase stat sig on time-to-rise and 10m walk/run though not powered for stat. Other measures that were nominally superior to pbo all improved or stabilized patients. Big sigh of relief also on safety. No tfr1-related SAEs. 10x dystrophin produced relative to #eteplirsen. $srpt"
X Link 2025-12-08T11:58Z 20.8K followers, 3285 engagements

"$kymr definitely superior to $nktr rezpeg and in-line with dupi at X weeks"
X Link 2025-12-08T12:06Z 20.8K followers, 19.4K engagements

"'Dad why did we become so rich' 'I invested based on human #genetics' $wve"
X Link 2025-12-08T13:40Z 20.8K followers, 11.2K engagements

"$wve nobody should be surprised if Wave raises on the back of this. They sold via ATM following initial knockdown results a month ago. Would expect a solid offering today"
X Link 2025-12-08T14:38Z 20.8K followers, 3506 engagements

"What is best-in-class worth for severe genetic diseases This question is on my mind when considering various oligo/genetics investment decisions. When best-in-class (sometimes just mode of admin or dosing frequency) is from same Co as 1st in class adoption huge: $VRTX CF $ALNY ATTR. But when from competing company Is slow-switch such as in HAE the norm Areas I'm watching is FCS ( $IONS- $ARWR) Dravet ( $STOK now chased by $IONS) DM1 ( $RNA -- $DYN $PEPG) TTR ( $ALNY -- $NTLA #RNAediting without VitA deficiency) etc"
X Link 2025-11-27T21:10Z 20.8K followers, 5519 engagements

"The $srpt pin action following $dyn exon51 skipping data will be interesting. $srpt's other exon confirmatories failed so exon XX is currently its safest cash cow"
X Link 2025-12-08T09:05Z 20.8K followers, 2134 engagements

"@Kerny13402791 Almost impossible to determine at this point. Upcoming data will define use cases. Potentially through the roof but somebody must invest and run trials. $wve $arwr"
X Link 2025-12-10T07:12Z 20.8K followers, XXX engagements

"Having read $IONS sHTG olezarsen paper truly believe $arwr is coming out as winner in ApoC3 competition. While showing tremendous pancreatitis benefit olezarsen INCREASED LDLc by over XX% (from low 60mg/dL levels); not seen in $ARWR studies. This alone could be show-stopper to wide adoption; then there is liver fat increases (vuponersen hello) XX% have ALT/AST ULN increase in glycated hemoglobin (this is similar to $ARWR)"
X Link 2025-11-12T07:36Z 20.8K followers, 8726 engagements

"$MGX (small genome editing nucleases now focused on hemophilia) Downgrade to hold with intention to sell on next 'Metagenomi' confusion spike or $IONS news. The good: - stable factor expression - low (5exp12) AAV dose. The bad: -transient LNP-related liver enzymes then there appears to be a day 20+ signal (unlike $NTLA which targets CDS this one targets in intron 1) which Co tries to gloss over (see below). - high inter-subject (NHP) variability"
X Link 2025-11-13T09:19Z 20.8K followers, 4007 engagements

"$arwr nice REDEMPLO will be available for at-home self-administration. Great work team $ions' competitor drug therefore does not have that advantage. $alny's therapies still require physician administration.which ironically can be a financial incentive for prescription and affects co-pay"
X Link 2025-11-18T18:00Z 20.8K followers, 6989 engagements

"$ARWR REDEMPLO price: $60k pa $IONS TRYNGOLZA price: $595k pa REDEMPLO is the better drug in terms of efficacy and safety too. If there was any sense to the healthcare system $IONS lost the entire FCS market"
X Link 2025-11-18T20:53Z 20.8K followers, 6755 engagements

"$arwr basically just showed $ions the middle finger for suing them over FCS patents"
X Link 2025-11-18T21:25Z 20.8K followers, 5457 engagements

"$ions CEO really upset about Bayer sitting on #FXI ASO while pursuing wholly owned competing options. Particularly poignant following recent (small molecule) asundexian trial success (speech was before trial data)"
X Link 2025-11-28T07:47Z 20.8K followers, 6483 engagements

"#AATD there will be X almost curative treatment options for patients: 1) 1x genome editing: $beam (1st mover base editing) $prme $regn (potentially more potent most probably more specific) 2) non-permanent #RNAediting: $wve (1st mover); $KRRO and others (potentially more potent)"
X Link 2025-12-01T13:25Z 20.8K followers, 4227 engagements

"$MGX (50% below cash).aaaand the new $ions collaboration target is. Yes you guessed it right: ApoC3 So $ions strategy is to follow up its ASO/RNAi programs (TTR AGT ApoC3) with genome editing As a next-gen or as a complement I believe a complement. So patients prefer dosing over lifetime some want to get it over with getting dosed once"
X Link 2025-12-01T13:37Z 20.8K followers, 2907 engagements

"Pro tip for $MGX: headline it 'Ionis selects 3rd collaboration target; data to be presented at upcoming conference'. Stock would be flying now. $ions"
X Link 2025-12-01T13:39Z 20.8K followers, 1546 engagements

"$janx learned my lesson from $afmd: don't buy into the immuno-oncology flavor of the day"
X Link 2025-12-02T20:56Z 20.8K followers, 2795 engagements

"$sana comment at Evercore that immune suppression-free gene-modified pancreatic islet therapy will 'hopefully be used by millions in 2050' floored me. 2050 not sure whether most of its investors will still be alive then"
X Link 2025-12-06T11:20Z 20.8K followers, 2658 engagements

"$wve to set expectations. When starvation (Glp1 sema) started to plateau in mouse models INHBE weight/fat loss was halfway on reaching plateau. Sema fat plateau -X% after 2-3 months. -- WVE-007 fat loss today 4-5% (3 month 240mg) Even if X% remember that 240mg not most potent knockdown. 400mg and higher in the works. $arwr"
X Link 2025-12-08T11:44Z 20.8K followers, 4123 engagements

"$KMDA inhaled AAT for AATD bombs. Fails lung function improvement endpoint. PK of this one must be atrocious. $beam $wve $krro"
X Link 2025-12-08T12:13Z 20.8K followers, 2238 engagements

"@richtrades100 $srpt has seized to be the dominant player in DMD. $dyn $rna $capr etc"
X Link 2025-12-08T12:23Z 20.8K followers, XXX engagements

"$wve a new ERA in obesity drug has commenced. $lly should be down -XX% on this. Not joking. Annual dosing on par fat weight loss and much higher quality"
X Link 2025-12-08T12:39Z 20.8K followers, 21.9K engagements

"#InhibinE represents an entirely new class of drugs. Let's see in which directions it will be developed first. I have a hunch that metabolic powerhouses like $lly and $nvo will have some ideas. $WVE $ARWR $ALNY"
X Link 2025-12-08T13:13Z 20.8K followers, 2584 engagements

"$srpt after failed exon skipping confirmatory trials $dyn now clearly superior data for exon XX and slow gene therapy pickup DM1 not differentiated.all longs should review"
X Link 2025-12-08T15:39Z 20.8K followers, 4039 engagements

"$alny -X% today missing out on smidcap biotech rally. I had told them to use their MC X months ago to go on shopping spree. Oh well"
X Link 2025-12-08T16:01Z 20.8K followers, 3353 engagements

"$dyn offering. Following the $rna playbook thus far"
X Link 2025-12-08T23:03Z 20.8K followers, 2630 engagements

"$wve for those that poo-poo a 100g (10%) loss of visceral fat. 1) achieved after just X months 2) 'healthy overweight' have relatively little visceral fat; BMI closer to XX 3-5x more 3) 100g= X falcon tubes of inflammatory fat"
X Link 2025-12-10T07:08Z 20.8K followers, 4699 engagements

"@BioStocks Disappointed by $dyn. A XX% discount to pre-data. People apparently don't believe in accelerated approvals of exon skippers by FDA any more. $rna was similar price action following XX data. $srpt"
X Link 2025-12-10T07:11Z 20.8K followers, 2008 engagements

"$dyn DMD data and capital raise set foundation for critical talks at #JPM26. It's either pay $9B now or wait for DM1 readout and pay double*. Novartis CEO said they would have had to pay double (2*$12B) for $RNA if they had waited for DM1 results. I believe $dyn DM1 drug superior to $rna based on splicing index"
X Link 2025-12-10T08:41Z 20.8K followers, 3931 engagements

"$abvx reminds me of $cytk-Novartis drama a few seasons ago. Novartis wanted to have a splashy deal in time for JPM $cytk CEO was well himself. $abvx CEO going on celebratory tours around the world last couple of weeks though seems mentally committed to sale"
X Link 2025-12-10T13:08Z 20.8K followers, 8366 engagements