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@crashkolnikov Avatar @crashkolnikov Notes From TBC

Regeneron ($regn) has been making significant progress with its pipeline, including the successful phase III trial of garetosmab and the potential for a long-acting version of its Dupixent replacement. The company's CEO has been engaging in discussions with investors, providing insights into its strategy and pipeline. Additionally, Regeneron's partnership with Mammoth Biosciences to develop next-gen CRISPR therapies has been highlighted as a promising development.

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Social category influence stocks XXXX% luxury brands XXX% automotive brands XXX%

Social topic influence $regn #4, $brkr #3, rolls royce #407, regeneron pharmaceuticals inc #4, $105share 0.8%, $tmo 0.8%, giving away 0.8%, ptc inc 0.8%, $ptc 0.8%, bruker corp #3

Top accounts mentioned or mentioned by @tofdaj @nataninvesting @joinyellowbrick @colin_bythelake @paulbiogeek @jeremie0117 @taobanker @colinbythelake @portfolio14 @evfcfaddict @66666young @grumpymillenni1 @asymetricbets @biotechvantage @lcinvesting @fmcbill @bruker @biotechobserver @clarksquarecap @renesellmann

Top assets mentioned Regeneron Pharmaceuticals Inc (REGN) Bruker, Corp. (BRKR) Thermo Fisher Scientific Inc. (TMO) PTC Inc (PTC) Ferrari N.V. (RACE) GSK plc (GSK)

Top Social Posts #

Top posts by engagements in the last XX hours

"@BiotechVantage What am I missing about cemdisiran +/- pozelimab It seems to be one of $REGN 's potential sleeper assets that no one seems to care about. gMG PNH GA. + they've told us recently additional indications are coming"
X Link @crashkolnikov 2025-08-26T13:47Z XXX followers, XXX engagements

"$REGN planning DB-OTO US regulatory submission this year"
X Link @crashkolnikov 2025-10-12T14:56Z XXX followers, 1941 engagements

"Looks like DB-OTO could be the leading contender for the first "not invented here" approval at $REGN. The other is cemdisiran but it's filing later without FTD. DB-OTO could be approval no. XX or XX depending whether garetosmab gets there first"
X Link @crashkolnikov 2025-10-13T14:51Z XXX followers, 1024 engagements

"New $BRKR pitch from @jeremie0117"
X Link @crashkolnikov 2025-10-15T07:18Z XXX followers, XXX engagements

"The Rolls of Rolls-Royce talking about BEVs in 1900: They are perfectly noiseless and clean. There is no smell or vibration and they should become very useful for town use when fixed charging stations can be arranged. But for country use I do not anticipate they will be very serviceable - at least for many years to come"
X Link @crashkolnikov 2025-10-13T11:12Z XXX followers, XXX engagements

""Why Regeneron is giving away sequencing for free" (answer: for access to the data) $REGN"
X Link @crashkolnikov 2025-10-03T15:13Z XXX followers, 1075 engagements

"The Life & Times of Being a $REGN Owner"
X Link @crashkolnikov 2025-10-08T20:05Z XXX followers, 3506 engagements

"New two-parter on $PTC. In Part X we'll take a look at PTC's strategy and its various growth levers as well as context around how PTC arrived at its current position. In Part X we'll go deeper into products"
X Link @crashkolnikov 2025-09-26T14:41Z XXX followers, XXX engagements

"@jeremie0117 And dont forget to check out my $BRKR deep dive if you havent yet. I posted X months too early but still excited about it Theres a paywall now but newbies can still cash in a voucher to read for free"
X Link @crashkolnikov 2025-10-15T07:20Z XXX followers, XXX engagements

"$BRKR getting material NMR orders from US universities again"
X Link @crashkolnikov 2025-10-03T11:31Z XXX followers, XXX engagements

"Just XXX years later Rolls-Royce started deliveries of its first BEV the Spectre - and for many its one of the best Rolls-Royces ever made A brand well suited to electrification (noiseless" "no vibration" etc) its now transitioning rapidly - 1/3 BEV sales after just one year and targeting XXX% by 2030. Contrast with Ferrari whose brand is tightly associated with engines and who has recently tempered its electric ambitions. Earlier this year I wrote a post comparing the financials of these two ultra-exclusive players and how R-R likely has similar margins. From a strategic standpoint tailwinds"
X Link @crashkolnikov 2025-10-13T11:17Z XXX followers, XXX engagements

"$GSK sounding bullish on their IL-5 launch in COPD including vs Dupi. $REGN"
X Link @crashkolnikov 2025-07-30T15:49Z XXX followers, 1632 engagements

"New $REGN post looking at the possibility of a coming franchise in hearing loss - a massive area of unmet need. News this week indicates REGN is moving quickly to regulatory submission in the first of numerous genetic targets"
X Link @crashkolnikov 2025-10-15T13:56Z XXX followers, XXX engagements