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@occams_tooth Avatar @occams_tooth Occam's Toothbrush

Occam's Toothbrush posts on X about $beam, $prme, $ntla, $crsp 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 XXXXX% cryptocurrencies XXXXX% finance XXXXX% technology brands XXX%

Social topic influence $beam #107, $prme #21, $ntla #22, $crsp #24, $regn #22, $alny 8.7%, $ions 8.7%, vivo 8.7%, pts #261, $biib XXXX%

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

Top assets mentioned BEAM (BEAM) Intellia Therapeutics, Inc (NTLA) CRISPR Therapeutics AG (CRSP) Regeneron Pharmaceuticals Inc (REGN) Alnylam Pharmaceuticals, Inc. (ALNY) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Biogen Inc (BIIB) Eli Lilly and Company (LLY) Arrowhead Research Corporation (ARWR) Denali Therapeutics Inc. Common Stock (DNLI) Merck & Co., Inc. (MRK) 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) Moderna Inc (MRNA)

Top Social Posts #

Top posts by engagements in the last XX hours

"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, 1250 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

"@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

"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

"$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

"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