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@occams_tooth Avatar @occams_tooth Occam's Toothbrush

Occam's Toothbrush posts on X about $beam, $prme, $crsp, $ions the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XX% cryptocurrencies XX% finance XX% technology brands XX%

Social topic influence $beam 20%, $prme 15%, $crsp 15%, $ions 10%, vivo 10%, $ntla #18, $regn #20, pts 10%, $wve 5%, $krro X%

Top accounts mentioned or mentioned by @astrox1111 @amaymd @erictopol @nytimes @pambelluck @aaohns @rnaianalyst @geneinvesting @paulmarganski

Top assets mentioned BEAM (BEAM) CRISPR Therapeutics AG (CRSP) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Intellia Therapeutics, Inc (NTLA) Regeneron Pharmaceuticals Inc (REGN) SuperRare (RARE) Bristol-Myers Squibb Co (BMY) Pfizer, Inc. (PFE) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Metsera, Inc. Common Stock (MTSR) Avidity Biosciences, Inc. Common Stock (RNA) Apogee Therapeutics, Inc. Common Stock (APGE) BridgeBio Pharma, Inc. Common Stock (BBIO) Agios Pharmaceuticals, Inc. (AGIO) Disc Medicine, Inc. Common Stock (IRON) Denali Therapeutics Inc. Common Stock (DNLI) Merck & Co., Inc. (MRK) Alnylam Pharmaceuticals, Inc. (ALNY) Moderna Inc (MRNA) Hims & Hers Health, Inc. (HIMS) GRAIL, Inc. Common Stock (GRAL)

Top Social Posts #

Top posts by engagements in the last XX hours

"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

"$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

"@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

"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

"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

"@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

"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, 1272 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

"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

"$HIMS $325M investment in $GRAL is an astute move in my view: - Galleri tests could be effectively sold DTC via hims - Uses $HIMS balance sheet to get access to a new product - May help turn around Hims reputation after ripping off industry GLP1s"
X Link @occams_tooth 2025-10-22T12:11Z XXX followers, XXX engagements