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# ![@BioBoyScout Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3017621038.png) @BioBoyScout BioBoyScout

BioBoyScout posts on X about $arwr, $alny, $arwrs, $drna the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::3017621038/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3017621038/c:line/m:interactions.svg)

- [--] Week [-----] -82%
- [--] Month [------] -72%
- [--] Months [-------] +878%
- [--] Year [-------] +38%

### Mentions: [--] [#](/creator/twitter::3017621038/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3017621038/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] -58%
- [--] Months [---] +953%
- [--] Year [---] +280%

### Followers: [-----] [#](/creator/twitter::3017621038/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3017621038/c:line/m:followers.svg)

- [--] Week [-----] +0.02%
- [--] Month [-----] +0.54%
- [--] Months [-----] +7.30%
- [--] Year [-----] +12%

### CreatorRank: [---------] [#](/creator/twitter::3017621038/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3017621038/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  55.45% [finance](/list/finance)  15.84% [cryptocurrencies](/list/cryptocurrencies)  8.91% [countries](/list/countries)  0.99%

**Social topic influence**
[$arwr](/topic/$arwr) #4, [$alny](/topic/$alny) #16, [$arwrs](/topic/$arwrs) 11.88%, [$drna](/topic/$drna) 10.89%, [$nvs](/topic/$nvs) 6.93%, [$ions](/topic/$ions) #3, [$amgn](/topic/$amgn) 5.94%, [$vrtx](/topic/$vrtx) 4.95%, [$verv](/topic/$verv) 4.95%, [$nvo](/topic/$nvo) #307

**Top accounts mentioned or mentioned by**
[@rnaianalyst](/creator/undefined) [@arrowheadpharma](/creator/undefined) [@geneinvesting](/creator/undefined) [@jmaraganore](/creator/undefined) [@paulbiogeek](/creator/undefined) [@yaireinhorn](/creator/undefined) [@carolynyjohnson](/creator/undefined) [@wsj](/creator/undefined) [@kiranmusunuru](/creator/undefined) [@davidrliu](/creator/undefined) [@bradloncar](/creator/undefined) [@biotechch](/creator/undefined) [@daphnezohar](/creator/undefined) [@timopler](/creator/undefined) [@johnevans3](/creator/undefined) [@biotech2k1](/creator/undefined) [@bowtiedbiotech](/creator/undefined) [@biomedicalrx](/creator/undefined) [@3idwarrant](/creator/undefined) [@alnylam](/creator/undefined)

**Top assets mentioned**
[Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Novartis AG (NVS)](/topic/$nvs) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Amgen, Inc. (AMGN)](/topic/$amgn) [Vertex Protocol (VRTX)](/topic/$vrtx) [Verve Therapeutics Inc. (VERV)](/topic/$verv) [Novo-Nordisk (NVO)](/topic/$nvo) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [BEAM (BEAM)](/topic/$beam) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Eli Lilly and Company (LLY)](/topic/$lly) [Morgan Stanley (MS)](/topic/morgan-stanley) [GSK plc (GSK)](/topic/$gsk) [Johnson & Johnson (JNJ)](/topic/$jnj) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Adverum Biotechnologies, Inc. Common Stock (ADVM)](/topic/$advm) [Pfizer, Inc. (PFE)](/topic/$pfe) [AltLayer (ALT)](/topic/$alt) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Validity (VAL)](/topic/validity) [Regret (REGRET)](/topic/regret) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Smart Layer Network (SLN)](/topic/$sln)
### Top Social Posts
Top posts by engagements in the last [--] hours

"An elegant and highly effective modality. In [--] years I predict that we'll see 20%+ of the U.S. population benefiting from an RNAi-based medicine that meaningfully improves quality of life. $ALNY $ARWR $NVS $NVO $WVE $IONS RNA interference (RNAi) is a naturally occurring process of gene regulation that is already at work inside your body. RNAi therapeutics utilize this process to silence the genes that cause or contribute to disease. Learn more about RNAi https://t.co/t7Hl9ku5at #RNAiTherapeutics https://t.co/nvdG6rV9pw RNA interference (RNAi) is a naturally occurring process of gene"  
[X Link](https://x.com/BioBoyScout/status/2002059343030825166)  2025-12-19T16:51Z [----] followers, [----] engagements


""Dominance in pharma is not determined by scientific elegance alone it is determined by alignment with biology regulation payer economics and portfolio-level scalability." $ALNY $ARWR $IONS $NVO $WVE $CRSP $BEAM $NTLA $PRME $EDIT #JPM26 #RNAi #CRISPR https://drive.google.com/file/d/1ooiiSr5U0FhHdyvCEbNukb75oMipzkVL/viewusp=sharing https://drive.google.com/file/d/1ooiiSr5U0FhHdyvCEbNukb75oMipzkVL/viewusp=sharing"  
[X Link](https://x.com/BioBoyScout/status/2011221990191890864)  2026-01-13T23:41Z [----] followers, [----] engagements


"@yaireinhorn @Carolynyjohnson @WSJ @kiranmusunuru @davidrliu @bradloncar @BiotechCH @daphnezohar @TimOpler @john_evans3 1/2 RNAi was built for this moment: programmable gene silencing on a scalable platform. #RNAi has a strong and growing safety track record because it doesnt permanently alter DNA. It selectively turns down harmful proteins driving disease. $ARWR $ALNY"  
[X Link](https://x.com/BioBoyScout/status/2018371496834458049)  2026-02-02T17:10Z [----] followers, [----] engagements


"@yaireinhorn @Carolynyjohnson @WSJ @kiranmusunuru @davidrliu @bradloncar @BiotechCH @daphnezohar @TimOpler @john_evans3 2/2 Thats why companies like Arrowhead and Alnylam can tackle rare diseases efficiently and responsibly. Gene editing proves whats possible. RNAi makes it scalable safer and economically viable. $ARWR $ALNY"  
[X Link](https://x.com/BioBoyScout/status/2018371819183440285)  2026-02-02T17:11Z [----] followers, [----] engagements


"Dont forget about $ARWRs ARO-MMP7 licensed with $SRPT. OFEV proved that in IPF even modest benefit can turn into a $34B+ drug. High pricing + chronic use = mega-blockbuster economics. If MMP7 just slightly works the upside is huge and still under-modeled. #IPF #RNAi #biotech FYI my Revelatory Research Note of May [--] [----] identifies ARO-MMP7 as a potential blockbuster drug that can conservatively boost $ARWR's valuation by $20B+ from this one drug alone. #RNAi Chronic GLP rat tox had NOAEL. Early patient cohorts are showing target engagement https://t.co/tXLHQ7JNXu FYI my Revelatory Research"  
[X Link](https://x.com/BioBoyScout/status/2015857290939683208)  2026-01-26T18:40Z [----] followers, [----] engagements


"@jonesallen99138 CNS delivery isnt double for $ARWR conservatively its at least a [--] platform rerate. I already value Arrowhead at $41B with CNS in the base case. Prove consistent brain target engagement and the market has to price a true multi-tissue #RNAi platform. https://x.com/i/status/1998966758410170379 1/10 Just went through $ARWRs CNS Delivery Summit deck and holy knockdown Batman Arrowhead just casually showed SC-delivered RNAi crossing the BBB with deep brain-wide knockdown in NHPs. This isnt incremental science this is modality-level disruption."  
[X Link](https://x.com/BioBoyScout/status/2019222369022407124)  2026-02-05T01:31Z [----] followers, [----] engagements


"$ARWR ARO-DIMER-PA: Even conservative math is wild: just 5% penetration of high-risk mixed dyslipidemia patients already points to a multi-billion-dollar drug and with strong data plus broader adoption ARO-DIMER-PA has true mega-blockbuster potential - $30-$60B Annually #RNAi Today we announced the initiation of a Phase 1/2a study investigating the first dual-functional RNAi therapeutic for the treatment of mixed hyperlipidemia. Learn more: https://t.co/wHjPErAaI8 https://t.co/9K85kdcdnI Today we announced the initiation of a Phase 1/2a study investigating the first dual-functional RNAi"  
[X Link](https://x.com/BioBoyScout/status/2016165971266830720)  2026-01-27T15:06Z [----] followers, [----] engagements


"1/2 On $ARWRs Q1 conference call Morgan Stanley's Michael Ulz long time cheerleader for $IONS tried framing Redemplo uptake as expanded-access rollover. Funny how when a new platform starts winning analysts stop asking about growth and start asking about patient mix"  
[X Link](https://x.com/BioBoyScout/status/2019704087437328663)  2026-02-06T09:25Z [----] followers, [----] engagements


"2/2 Credit to Andy Davis for the clean reality check: majority are APOC3-naive with switches driven by efficacy & safety. Thats not backlog. Thats doctors choosing the better drug RNAi is doing what superior platforms always do and why $ARWR conservatively scales to $41B+"  
[X Link](https://x.com/BioBoyScout/status/2019704089588974067)  2026-02-06T09:25Z [----] followers, [----] engagements


"$ARWR ARO-RAGE is just "crushing" RAGE in its knockdown. #RNAi clearly proving out to be a best-in-class modality for #pulmonary. With [--] current targets in the clinic having massive potential there's no way any buyout under $15B should be accepted. $VRTX https://ir.arrowheadpharma.com/events/event-details/td-cowens-44th-annual-health-care-conference https://ir.arrowheadpharma.com/events/event-details/td-cowens-44th-annual-health-care-conference"  
[X Link](https://x.com/anyuser/status/1765404158880825700)  2024-03-06T15:48Z [----] followers, [----] engagements


"$ARWR drug development continues at an incredible pace. I believe we're seeing [--] new lung targets revealed at #ATS2024. TSLP and Influenza A. They must be seeing great data from their current [--] targets. #RNAi https://conference.thoracic.org/program/clinical-scientific-sessions/index.php https://conference.thoracic.org/program/clinical-scientific-sessions/index.php"  
[X Link](https://x.com/anyuser/status/1766078473506824655)  2024-03-08T12:28Z [----] followers, [----] engagements


"$ARWR Bravo to the new board member Dr. Hongbo Lu for acquiring [----] shares on the open market and setting the bar. You either believe it will deliver or you don't. I believe you made a great choice Dr. Lu - see you at $200 soon #RNAi $XBI #BigPharmaInTheMaking"  
[X Link](https://x.com/anyuser/status/1770599616599282131)  2024-03-20T23:53Z [----] followers, [----] engagements


"Dual lipid platform Wow Congrats to the R&D team. Yet another leap forward over the competition. $ARWR #RNAi #BestInClass Our #TRiM platform is expanding to tackle more diseases and target a wider array of cell types. Check out our latest presentations at @TIDESInforma USA [----] to discover our breakthroughs in delivering therapies to the CNS and adipose tissue. #TIDES2024 https://t.co/ILHRWTwSHh https://t.co/A7ZLBclAmU Our #TRiM platform is expanding to tackle more diseases and target a wider array of cell types. Check out our latest presentations at @TIDESInforma USA [----] to discover our"  
[X Link](https://x.com/anyuser/status/1791468339128127755)  2024-05-17T13:58Z [----] followers, [----] engagements


"BAM From the NEJM $ARWR planning a "three-group cardiovascular outcomes trial comparing zodasiran (200 mg) and plozasiran (25 mg) with matching placebo." #RNAi #CVOT #Unprecedented #BigPharmaInTheMaking"  
[X Link](https://x.com/BioBoyScout/status/1796147055133409502)  2024-05-30T11:50Z [----] followers, 12.8K engagements


"Dropping a new note on why sell-side keeps undervaluing $ARWR. TRiMs multi-tissue reach best-in-class science and massive pipeline optionality arent in their models. Arrowheads real Enterprise Value is far higher a $41B+ MC is now justified. https://drive.google.com/file/d/1WKVXf-pLRSjQL14O0CoP65jdRbhpg3pF/viewusp=sharing https://drive.google.com/file/d/1WKVXf-pLRSjQL14O0CoP65jdRbhpg3pF/viewusp=sharing"  
[X Link](https://x.com/anyuser/status/1993671684612845605)  2025-11-26T13:22Z [----] followers, 15.1K engagements


"Honest question: which analyst steps out of the herd & values $ARWR like the platform it is w/ a $150 PT Multi-tissue RNAi human validation CNS optionality still modeled as 1-drug biotech. Funny thing the first to be right isnt forgotten when secondary or M&A math starts"  
[X Link](https://x.com/BioBoyScout/status/2007632573770674307)  2026-01-04T01:58Z [----] followers, [----] engagements


"Yet another $AMGN patent application referencing #RNAi as the preferred modality to treat acute myeloid leukemia (AML). Most likely partner = $ARWR. No publicly announced partnership yet. https://patents.google.com/patent/US20170037133A1 https://patents.google.com/patent/US20170037133A1"  
[X Link](https://x.com/BioBoyScout/status/1031959710398906368)  2018-08-21T17:42Z [----] followers, [--] engagements


"RNAi field really starting to heat up and gain major traction and validation with BP. Right now only [--] #RNAi players of any significance: $DRNA $ARWR $ALNY $LLY and $DRNA Announce RNAi Licensing and Research Collaboration. Dicerna to receive an upfront payment of $100M and an equity investment of $100M https://t.co/fasUA84vau $LLY and $DRNA Announce RNAi Licensing and Research Collaboration. Dicerna to receive an upfront payment of $100M and an equity investment of $100M https://t.co/fasUA84vau"  
[X Link](https://x.com/BioBoyScout/status/1056850866471354368)  2018-10-29T10:10Z [----] followers, [--] engagements


"$ADVM discontinues development of ADVM-043 for the treatment of A1AT deficiency. Did not meet clinically meaningful level. $ARWR $ALNY https://www.briefing.com/Investor/PopupPages/ArticlePopup.aspxArticleId=IN20181101162832ADVM https://www.briefing.com/Investor/PopupPages/ArticlePopup.aspxArticleId=IN20181101162832ADVM"  
[X Link](https://x.com/BioBoyScout/status/1058144766515388416)  2018-11-01T23:52Z [----] followers, [--] engagements


"Latest and Greatest in Biotech Valuation. Updated Online Biotech Valuation Calculators - - You Be The Analyst for [--] companies in the #RNAi space: $ARWR $ALNY $DRNA. Risk-adjusted DCF analysis now you can stay one step ahead of Wall Street Analysts. https://bioboyscout.com/ https://bioboyscout.com/"  
[X Link](https://x.com/BioBoyScout/status/1058349363192311808)  2018-11-02T13:25Z [----] followers, [--] engagements


"#RNAi target landscape for the most current RNAi platforms that are not retired or obsolete: $ARWR's TRiM with [--] targets (4 in the clinic) $DRNA's GalXC with [--] targets (2 in the clinic) $ALNY's ESC+ with [--] targets (2 in the clinic)"  
[X Link](https://x.com/BioBoyScout/status/1073596719529631745)  2018-12-14T15:12Z [----] followers, [--] engagements


"Risk-Adjusted DCF #Biotech Valuation Calculators at Comparing #RNAi companies using similar metrics & calculations to find hidden value. $ALNY: Currently $90.74; Target $88.11 $DRNA: Currently $14.04; Target $14.74 $ARWR: Currently $19.07; Target $71.04 https://bioboyscout.com/ https://bioboyscout.com/"  
[X Link](https://x.com/BioBoyScout/status/1108836083855437826)  2019-03-21T21:01Z [----] followers, [--] engagements


"Within the first [--] months over [-----] visits with over [------] #biotech valuation calculations. Come see why valuation calculators are so addictive. "Invaluable valuation tool all biotechs should offer this to their investors." $ARWR $DRNA $ALNY #RNAi https://bioboyscout.com/ https://bioboyscout.com/"  
[X Link](https://x.com/BioBoyScout/status/1113815480677093380)  2019-04-04T14:47Z [----] followers, [--] engagements


"Newly updated #Biotech Valuation Calculators at including latest financials milestones royalty adjustments pipeline advancements etc. You Be The Analyst. #RNAi $ARWR Target: $70 $ALNY Target: $90 $DRNA Target: $19 https://bioboyscout.com/ https://bioboyscout.com/"  
[X Link](https://x.com/BioBoyScout/status/1115701281409196032)  2019-04-09T19:41Z [----] followers, [--] engagements


"#RNAi technology now in high demand by BP. Deciding on who to work with is becoming much more difficult as current capacity of targets and manpower is being maxed out. Supply and demand dictates that higher premiums and royalties are coming. $ARWR $ALNY $DRNA #biotech"  
[X Link](https://x.com/BioBoyScout/status/1121451942801227776)  2019-04-25T16:32Z [----] followers, [--] engagements


"$ALNY snapshot of pipeline - courtesy of @BioBoyScout. Could be any one of a number of things. #RNAi #biotech $ARWR $DRNA"  
[X Link](https://x.com/BioBoyScout/status/1197204121205559297)  2019-11-20T17:24Z [----] followers, [--] engagements


"December update: $ARWR's Market Cap as a % of $ALNY & $DRNA. Numbers don't lie. [--] month: +14.5% on $ALNY; +86.7% on $DRNA. Why this trend @BioBoyScout's Research Report helps explain why & what some analysts don't want you to know. #RNAi #biotech #GameOn https://bioboyscout.com/downloads/bbsreport/ https://bioboyscout.com/downloads/bbsreport/"  
[X Link](https://x.com/BioBoyScout/status/1201325464012443648)  2019-12-02T02:21Z [----] followers, [--] engagements


"April update: $ARWR's Market Cap as a % of $ALNY & $DRNA. With SARS-CoV-2 greatly impacting the market but minimally impacting the actual business operations of many biotechs especially the #RNAi field it's clear that #biotech values abound"  
[X Link](https://x.com/BioBoyScout/status/1245695009464205313)  2020-04-02T12:50Z [----] followers, [--] engagements


"Definitely a big WOW Compelling argument why statins with their pleiotropic effects are still needed with a PCSK9i. Reducing inflammation by targeting Lp(a) APOC3 and/or ANGPTL3 appears to be the "better" approach to reduce CV risk. $IONS $ARWR $AMGN $AKCA $PFE $NVS See our latest paper with collaborators from Erik Stroes group. https://t.co/NfYZqud8ly It shows that in pts with elevated Lp(a) the apo(a) ASO markedly reduced monocyte inflammation/transmigration. PCSK9i had no effect despite 65% reduction in LDL-C. This is a big wow https://t.co/RFJql6RuL3 See our latest paper with"  
[X Link](https://x.com/BioBoyScout/status/1248910252172509186)  2020-04-11T09:46Z [----] followers, [--] engagements


"May update: $ARWR's Market Cap as a % of $ALNY & $DRNA. Can you identify the value play #RNAi #biotech #GameOn "Magic Mirror on the wall who is the fairest one of all" Snow White and the Seven Dwarves 1937"  
[X Link](https://x.com/BioBoyScout/status/1256315223725584384)  2020-05-01T20:11Z [----] followers, [--] engagements


"Well said and dead-on - exactly why #CRSPR is at least a decade+ away. #RNAi is not only much easier to develop a drug target for but also quicker safer simpler as effective easier to manufacture more stable and most importantly it is temporary. $ARWR $ALNY $DRNA Genetic medicines promise to treat the root cause of disease. When it comes to gene silencing applications most discussions turn to CRISPR gene editing (knockouts) but RNAi might prove difficult to dislodge. $ALNY $ARWR $NTLA https://t.co/eCdKH3bdet Genetic medicines promise to treat the root cause of disease. When it comes to gene"  
[X Link](https://x.com/BioBoyScout/status/1407779763964493830)  2021-06-23T19:17Z [----] followers, [--] engagements


"NICE - $ALNY [----] Financial Guidance. Much better than I anticipated. #RNAi"  
[X Link](https://x.com/BioBoyScout/status/1552639045825708034)  2022-07-28T12:56Z [----] followers, [--] engagements


"Tragic news. Why #RNAi will dominate #CRISPR well into the next decade. "Death in US gene therapy study sparks search for answers" "But CRISPR is not perfect" "We know that CRISPR can miss its target." $ARWR $ALNY $VERV $CRSP $EDIT $NTLA $VRTX $BEAM $GRPH https://apnews.com/article/science-technology-health-business-genetics-79f4a9b76426ec40c367957e3bb9cf4a https://apnews.com/article/science-technology-health-business-genetics-79f4a9b76426ec40c367957e3bb9cf4a"  
[X Link](https://x.com/BioBoyScout/status/1588699495717478400)  2022-11-05T01:07Z [----] followers, [--] engagements


"1/2 In a Feb. [--] podcast with The Readout Loud Vas Narasimhan CEO of Novartis talks about the "most exciting new technology that has the most potential to be transformative to medicine" #RNAi $ARWR $ALNY 36:35 mark - https://open.spotify.com/show/7c181EiST5DhX4Zh2kt7Tq https://open.spotify.com/show/7c181EiST5DhX4Zh2kt7Tq"  
[X Link](https://x.com/BioBoyScout/status/1626602950696083457)  2023-02-17T15:22Z [----] followers, [----] engagements


"@RNAiAnalyst $ARWR's and $ALNY's targeting ligand approach for #RNAi is incredibly elegant safe and effective across numerous tissues. They know that they own the goose that lays the golden eggs. As @ArrowheadPharma stated: "We don't look for benchmarks: we want to be the benchmark""  
[X Link](https://x.com/BioBoyScout/status/1665738838919061508)  2023-06-05T15:14Z [----] followers, [--] engagements


"@RNAiAnalyst $VERV will have to show an added benefit in PCSK9 beyond what Leqvio can provide and that particular patient population (if it even exists) is not yet defined and most likely will be ultra-orphan. In any event we'll probably find out over 10+ years from now. $ALNY #RNAi"  
[X Link](https://x.com/anyuser/status/1669306029669056512)  2023-06-15T11:29Z [--] followers, [--] engagements


"@RNAiAnalyst Great catch Dirk. Vas is not talking about Leqvio label expansion he's clearly talking about multiple CV #RNAi drugs. $ARWR fits the bill and is the most advanced - $NVS. Have a feeling that wasn't supposed to have been said just yet.🫢"  
[X Link](https://x.com/BioBoyScout/status/1681657249645617153)  2023-07-19T13:28Z [----] followers, [----] engagements


"Congrats $ALNY This is Huge Alnylam Announces Publication of Phase [--] Study Results for Zilebesiran in the New England Journal of Medicine. Treating hypertension will never be the same. #RNAi"  
[X Link](https://x.com/BioBoyScout/status/1681772196933378048)  2023-07-19T21:05Z [----] followers, [--] engagements


"@RNAiAnalyst @cmac_lax_atx @truthtracer Since individual CV siRNAs lack pleiotropic effects like statins have it makes sense that combo siRNAs may get that effect plus more. A PCSK9 APOC3 ANGPTL3 Lp(a) combo or variation thereof may eliminate need for statins. Only a matter of time. $NVS $ALNY $ARWR $NVO #RNAi"  
[X Link](https://x.com/BioBoyScout/status/1682043563063017474)  2023-07-20T15:03Z [----] followers, [---] engagements


"@TOWiU2 @wkissel @sonichedgefund @ArrowheadPharma @MorganStanley It entirely depends on what you're treating as endpoints are different. SOD1 should be quicker"  
[X Link](https://x.com/BioBoyScout/status/1684675605873225730)  2023-07-27T21:22Z [----] followers, [---] engagements


"Agreed I don't think the market understands the very real MC potential across $ARWR's pulmonary program. The addition of #CysticFibrosis patients suggests to me that rat chronic tox is now complete and that it passed with flying colors. @ArrowheadPharma $VRTX #RNAi #CF"  
[X Link](https://x.com/BioBoyScout/status/1697277786237387135)  2023-08-31T15:58Z [----] followers, [----] engagements


"@pt117cool My prediction: Arrowhead will keep pulmonary 100% to itself and develop a new identity. Everything else is on the table especially large cardio"  
[X Link](https://x.com/BioBoyScout/status/1701305379504742550)  2023-09-11T18:43Z [----] followers, [--] engagements


"@PikaCapital @RNAiAnalyst $ARWR I challenge you to find a better slide deck in all of biotech. #RNAi Pretty much guarantee you'll invest a large chunk of your portfolio if you listen to the entire replay (because you'll know it'll pay out): https://lifescievents.com/event/arrowhead-event/ https://ir.arrowheadpharma.com/static-files/1a9ba9ff-14cc-4eff-8be7-c18bb3e1c5cc https://lifescievents.com/event/arrowhead-event/ https://ir.arrowheadpharma.com/static-files/1a9ba9ff-14cc-4eff-8be7-c18bb3e1c5cc"  
[X Link](https://x.com/BioBoyScout/status/1702405958054375796)  2023-09-14T19:36Z [----] followers, [----] engagements


"With the quick rise of GLP-1 weight loss drugs $ARWR will soon get Ozempic'ed. Preclinical data is nothing short of outstanding. Single SQ dose achieved up to 98% knockdown and maintained 85% KD over [--] weeks in NHP Adipocyte Specific Gene. #RNAi"  
[X Link](https://x.com/BioBoyScout/status/1713415513596895409)  2023-10-15T04:44Z [----] followers, [----] engagements


"No doubt top [--] BPs in the making. $ALNY $ARWR $NVO #RNAi With [--] approved #RNAi Therapeutics we are seeing the advent of the most important new class of medicines since Mabs I have NO DOUBT that there will be 15-20 more approvals over the next decade including extra-hepatic. The future here is VERY bright indeed With [--] approved #RNAi Therapeutics we are seeing the advent of the most important new class of medicines since Mabs I have NO DOUBT that there will be 15-20 more approvals over the next decade including extra-hepatic. The future here is VERY bright indeed"  
[X Link](https://x.com/BioBoyScout/status/1714689209619935733)  2023-10-18T17:05Z [----] followers, [----] engagements


"@GeneInvesting Don't forget you cannot un-CRSPR someone. What significant benefit will Verve-101 have over Leqvio Is it treating a serious undruggable disease If not then it's crossing ethical lines. 1-and-done is not a reason for approval (see FDA Guidance). $VERV $ALNY #CRSPR vs #RNAi"  
[X Link](https://x.com/BioBoyScout/status/1723613110425022612)  2023-11-12T08:06Z [----] followers, [----] engagements


"@GeneInvesting Agreed except for AATD liver disease. 2-3 years of #RNAi and the patient is good to go for the next [--] years"  
[X Link](https://x.com/BioBoyScout/status/1723615850358329546)  2023-11-12T08:16Z [----] followers, [---] engagements


"@GeneInvesting That's a tall order for $BEAM-302. Not sure permanent editing is the answer. Fazirsiran in ph3 $TAK $ARWR can clear and heal the liver after a few years but lungs could still use help beyond augmentation therapy"  
[X Link](https://x.com/BioBoyScout/status/1723639972719124674)  2023-11-12T09:52Z [----] followers, [----] engagements


"@GeneInvesting @Biotech2k1 BTW I disagree that #RNAi dosing is anywhere close to a roller-coaster ride. $ALNY & $ARWR are on top of this. Next dose across their drugs is scheduled to be given with minimal or no rebound. Here's a typical chart (200mg is the ph3 dosage level in this instance):"  
[X Link](https://x.com/BioBoyScout/status/1723712023496646890)  2023-11-12T14:39Z [----] followers, [----] engagements


"2/3 TRiM platform now addresses [--] tissues. No matter how you slice it the valuation here is huge as this is the goose that lays multi-billion dollar golden eggs. IMO minimum buyout would be $15B but probably much more. $ARWR #RNAi $GSK $NVS $VRTX $AMGN $JNJ"  
[X Link](https://x.com/BioBoyScout/status/1731037685429461393)  2023-12-02T19:48Z [----] followers, [----] engagements


"3/3 Come time Monday I would not be short [--] share as everyone knows that biotech is a dangerous field to be short in but especially $ARWR at this point in time. #RNAi $GSK $NVS $VRTX $AMGN $JNJ"  
[X Link](https://x.com/BioBoyScout/status/1731037687472103932)  2023-12-02T19:48Z [----] followers, [----] engagements


"@JrodReal This is not a 1-2 drug pipeline biotech that commands 80-100%. This is a multi-tissue safety proven gene targeting platform play with [--] in the pipe (10 wholly-owned and growing at [--] per year) and can easily command 6-10x at this level. Look at potential revenue. $ARWR #RNAi"  
[X Link](https://x.com/BioBoyScout/status/1731121019732000865)  2023-12-03T01:19Z [----] followers, [---] engagements


"@skathire Also the patient's side-effects also stop. If there's a temporary alternative it's not only a significantly better option but also ethical as guided by the FDA. $VERV $ALNY #CRISPR #RNAi #VERVE101 #Leqvio"  
[X Link](https://x.com/BioBoyScout/status/1734957048335343702)  2023-12-13T15:22Z [----] followers, [---] engagements


"Truncation in #CRISPR gene editing. Exactly why this technology should ONLY be reserved for serious undruggable diseases. You cannot un-CRISPR someone - $VERV. #RNAi just as effective but superior as it's safer and temporary. $ALNY $ARWR More tweetorial Lets dig into the proximity bias we found @RecursionPharma confounding #CRISPR screens what it means and where it comes from. You can always read along in the preprint here: https://t.co/kkCNKqMeAa https://t.co/SGuxnF0CO6 More tweetorial Lets dig into the proximity bias we found @RecursionPharma confounding #CRISPR screens what it means and"  
[X Link](https://x.com/BioBoyScout/status/1735306810452488378)  2023-12-14T14:32Z [----] followers, [----] engagements


"@GeneInvesting $ARWR $ALNY $ALT $RXRX $PRQR"  
[X Link](https://x.com/BioBoyScout/status/1739714908357369873)  2023-12-26T18:28Z [----] followers, [----] engagements


"@paras_biotech IF $ARWR presents home run pulmonary data any buyout would have to exceed $35B just to match any standard risk-adjusted DCF valuation model at that point. Nuts that Analysts are not currently valuing pulmonary. Huge upside risk not currently accounted for. #BigPharmaInTheMaking"  
[X Link](https://x.com/BioBoyScout/status/1740981963467702278)  2023-12-30T06:23Z [----] followers, [----] engagements


"@BowTiedBiotech @SuperDuperDrugs You do not want to permanently gene edit if a temporary alternative exists. You cannot reverse side-effects nor control the long-term outcomes (i.e. cancer). There is plenty of science-supported literature warning about this. Should be only for serious undruggable diseases"  
[X Link](https://x.com/anyuser/status/1741131953443660012)  2023-12-30T16:19Z [--] followers, [---] engagements


"$ALNY $ARWR wisdom from the guru master of biotech @JMaraganore. Year-End Review: @JMaraganore shares his thoughts about biotech's big achievements in [----] the financing environment science and hurdles to watch in [----] HELIOS-B and more. Full video: https://t.co/Z5EHxxqysK https://t.co/L4VrtOWNrP Year-End Review: @JMaraganore shares his thoughts about biotech's big achievements in [----] the financing environment science and hurdles to watch in [----] HELIOS-B and more. Full video: https://t.co/Z5EHxxqysK https://t.co/L4VrtOWNrP"  
[X Link](https://x.com/BioBoyScout/status/1741141484508783087)  2023-12-30T16:57Z [----] followers, [----] engagements


"@Biotech2k1 I'll see your CRISPR buyout and raise you a $40B+ buyout of $ALNY. 😁"  
[X Link](https://x.com/BioBoyScout/status/1741948983138763047)  2024-01-01T22:26Z [----] followers, [---] engagements


"4/6 If you give ARO-MMP7 just a 30% risk-adjusted probability of success and price the drug at $125k and treat just 25% of the identified IPF patients in the US and EU this adds a whopping $23.8B in valuation to $ARWR"  
[X Link](https://x.com/BioBoyScout/status/1742786199255724169)  2024-01-04T05:53Z [----] followers, [----] engagements


"5/6 When approved (100% probability of success) this would add an astonishing $124.3B in valuation. So yes $ARWR does carry a massive buyout target on its back just from this one drug target alone and TD Cowen knows it"  
[X Link](https://x.com/BioBoyScout/status/1742786201013125364)  2024-01-04T05:53Z [----] followers, [----] engagements


"The Far Side [--] years ahead of its time. #CRISPR $NTLA $BEAM $CRSP $EDIT #RNAi $ALNY $ARWR #ADAR $PRQR"  
[X Link](https://x.com/BioBoyScout/status/1747791078978404411)  2024-01-18T01:20Z [----] followers, [----] engagements


"$ARWR why the big interest now At Morgan Stanley HCC Arrowhead revealed the patient population for FCS to include those with TGs 880+pancreatitis. This ADDS 70-100k in the US and is a VERY BIG DEAL. Even Steven Nissen loves this drug. Needless to say $IONS is not happy. #RNAi"  
[X Link](https://x.com/BioBoyScout/status/1763608698424099247)  2024-03-01T16:54Z [----] followers, 14.1K engagements


"@VM04235196 I heard that around only half of the patient pop. in the trial is genetic FCS and remaining is 880+/pancreatitis. Also I believe FDA helped in guiding this trial design. Why present the slide otherwise. Time will tell"  
[X Link](https://x.com/BioBoyScout/status/1763674016391299361)  2024-03-01T21:13Z [----] followers, [---] engagements


"@RNAiAnalyst My guess is that $AMGN wants all the cardiometabolic targets from $ARWR including INHBE. Given $NVO's move today on a ph1 readout they'll need to up their offer by at least 12x as we now have a good comparable to calculate how valuable it really is. #RNAi #BigPharmaInTheMaking"  
[X Link](https://x.com/BioBoyScout/status/1765856824941543426)  2024-03-07T21:47Z [----] followers, [----] engagements


"@prosperousguy @BiomedicalRX @RNAiAnalyst Rumor came from the betaville blog. $45/share offer from a US-based pharma rejected by $ARWR's board. I further heard from a Financial Advisor at a top [--] US bank that it may be $AMGN. If news was more solid then it wouldn't be a rumor"  
[X Link](https://x.com/BioBoyScout/status/1766949974275703187)  2024-03-10T22:11Z [----] followers, [---] engagements


"Roche granted FDA Breakthrough Device Designation for blood test measuring Lp(a) - developed in collaboration with Amgen. #Olpasiran $ARWR $AMGN $RHHBY https://www.roche.com/investors/updates/inv-update-2024-05-22 https://www.roche.com/investors/updates/inv-update-2024-05-22"  
[X Link](https://x.com/BioBoyScout/status/1793276545735282965)  2024-05-22T13:43Z [----] followers, [----] engagements


"$ARWR Very insightful information from Chris Anzalone at the GS fireside chat - Well Done I smell a partnership coming any day now. #RNAi https://ir.arrowheadpharma.com/events/event-details/goldman-sachs-45th-annual-global-healthcare-conference https://ir.arrowheadpharma.com/events/event-details/goldman-sachs-45th-annual-global-healthcare-conference"  
[X Link](https://x.com/BioBoyScout/status/1801054976183095307)  2024-06-13T00:52Z [----] followers, [----] engagements


"@paulBIOgeek I think $PRQR would be a perfect target for $ALNY. Its patent portfolio has incredibly broad coverage for RNA editing by ADAR and Alnylam can easily take this company to the next level. ROI would be huge. I wouldn't be surprised if @JMaraganore already suggested it"  
[X Link](https://x.com/BioBoyScout/status/1805418760204955910)  2024-06-25T01:52Z [----] followers, [----] engagements


"Incredibly massive potential for $ARWR's pulmonary drugs. RAGE ph1 showing fantastic data on [--] month dosing - moving on to ph2 shortly MUC5AC and MMP7 finished dosing NHVs now dosing patients in ph1. These [--] drugs easily have 10-11 figure yearly sales potential. #RNAi #Pulmonary"  
[X Link](https://x.com/BioBoyScout/status/1813287058108223983)  2024-07-16T18:58Z [----] followers, [----] engagements


"@RNAiAnalyst That's a shame because even just a mildly effective corrector combined with fazirsiran would be a perfect solution for treating both the liver and lungs. $VRTX $ARWR"  
[X Link](https://x.com/BioBoyScout/status/1819677891556204786)  2024-08-03T10:13Z [----] followers, [---] engagements


"$ARWR ARO-HBV back in a new phase 2b clinical trial as GSK is pursuing an #HBV functional cure with ARO-HBV (Daplusiran/Tomligisiran) and bepirovirsen. #RNAi https://www.clinicaltrials.gov/study/NCT06537414 https://www.clinicaltrials.gov/study/NCT06537414"  
[X Link](https://x.com/BioBoyScout/status/1820790444579496252)  2024-08-06T11:54Z [----] followers, [----] engagements


"@lralphey @BiomedicalRX @RNAiAnalyst NO value is lost other than the interest alternatively you lose more valuation from lic. a few drugs or dilute shares (which would be significantly higher than the interest). Any buyout would be $500M more as it gets recouped immediately and you keep the whole pipeline. $ARWR"  
[X Link](https://x.com/BioBoyScout/status/1821925392149598495)  2024-08-09T15:03Z [----] followers, [---] engagements


"@Boarder31 @BikeRieder I'm long and strong. $ARWR continues to execute and grow despite market conditions. I keep hearing from those around me that they're loading up and I can't help but agree. #BigPharmaInTheMaking"  
[X Link](https://x.com/BioBoyScout/status/1842168313566068837)  2024-10-04T11:42Z [----] followers, [----] engagements


"$PRQR Reposting what I believe is in play as I suspect ANY company that wants to do RNA editing using ADAR will have to license with ProQR. IMO that makes them a huge takeover target. $WVE $ALNY $LLY @LeftyT79 @RNAiAnalyst Looked up the patent and claim [--] is INCREDIBLY broad. Priority goes all the way back to [----]. Looks like any biotech road to RNA Editing goes through $PRQR. Wow https://t.co/4vF7rG3MUQ @LeftyT79 @RNAiAnalyst Looked up the patent and claim [--] is INCREDIBLY broad. Priority goes all the way back to [----]. Looks like any biotech road to RNA Editing goes through $PRQR. Wow"  
[X Link](https://x.com/BioBoyScout/status/1846916988406308951)  2024-10-17T14:11Z [----] followers, [----] engagements


"So what's the value Over the lifetime of the patent portfolio probably somewhere over $250B (because protection is incredibly broad and challenges to patent validity were unsuccessful). IMO risk-adjusted net present value is around $3B - $6B. $PRQR"  
[X Link](https://x.com/BioBoyScout/status/1846918768292729106)  2024-10-17T14:18Z [----] followers, [---] engagements


"$ALNY $ARWR $RNA $DYN $SLN The #RNAi renaissance is just getting started. BPs not embracing and pivoting into this area will regret it. An RNAi renaissance is creating a new generation of startups Theres an opportunity to create a whole new generation of RNAi therapeutics https://t.co/dM7tHNfs42 An RNAi renaissance is creating a new generation of startups Theres an opportunity to create a whole new generation of RNAi therapeutics https://t.co/dM7tHNfs42"  
[X Link](https://x.com/BioBoyScout/status/1854197117880778946)  2024-11-06T16:20Z [----] followers, [----] engagements


"@tanavoi373 Those are fantastic sales for a drug with only limited effectiveness. $ARWR's MMP7 is significantly more promising and not far behind and can easily add $40B+ in market cap valuation at that price. See Revelatory Research Note below. https://x.com/BioBoyScout/status/1742786192100209039t=w92LB479PBCByiNFT2lwLQ&s=19 1/6 Here's why TD Cowen knows that home run pulmonary data from $ARWR is EXTREMELY valuable. Please read my Revelatory Research Note on ARO-MMP7 below. https://t.co/xGOnHS0t9k https://x.com/BioBoyScout/status/1742786192100209039t=w92LB479PBCByiNFT2lwLQ&s=19 1/6 Here's"  
[X Link](https://x.com/BioBoyScout/status/1857257472425168942)  2024-11-15T03:01Z [----] followers, [----] engagements


"Congrats definitely a huge win-win. $SRPT $ARWR We announced a partnership with @Sarepta to advance programs in rare genetic diseases. We look forward to a long-term collaboration that provide hope to patients with significant unmet needs. Learn more here: https://t.co/zjJ6rs7aHL https://t.co/RPfnyeHyHk We announced a partnership with @Sarepta to advance programs in rare genetic diseases. We look forward to a long-term collaboration that provide hope to patients with significant unmet needs. Learn more here: https://t.co/zjJ6rs7aHL https://t.co/RPfnyeHyHk"  
[X Link](https://x.com/BioBoyScout/status/1861386089644081447)  2024-11-26T12:26Z [----] followers, [----] engagements


"Analysts caught with their pants down. Don't let them fool you with their faulty price targets while they try to accumulate cover and try to protect the shorts. This is a fantastic deal with $SRPT. $ARWR should climb back to prior highs in no time"  
[X Link](https://x.com/BioBoyScout/status/1861441724062515515)  2024-11-26T16:07Z [----] followers, [----] engagements


"$ARWR We have an exciting month ahead Were looking forward to attending and presenting at multiple medical conferences in December. We hope to see you there https://t.co/KReo1YpHuk We have an exciting month ahead Were looking forward to attending and presenting at multiple medical conferences in December. We hope to see you there https://t.co/KReo1YpHuk"  
[X Link](https://x.com/BioBoyScout/status/1866124817545502973)  2024-12-09T14:16Z [----] followers, [----] engagements


"I have no doubt $IONS is pissed that they only received the smaller label (genetic FCS) with a max of 3k patients. If they don't run a ph3 for clinical FCS then they're basically admitting $ARWR is superior. #GameOver"  
[X Link](https://x.com/BioBoyScout/status/1870110492582347220)  2024-12-20T14:14Z [----] followers, [----] engagements


"Sorry but this NEEDS to be called out. Ulz's latest note from $MS on $IONS is a MASSIVE joke if you compare it with his notes on $ARWR. #IYKYK"  
[X Link](https://x.com/BioBoyScout/status/1870112155657224252)  2024-12-20T14:20Z [----] followers, [----] engagements


"Definitely a solid 2Q for $ARWR. The company continues to execute and perform with a massive pipeline of attractive drugs while maintaining strong financial stability. No matter what you say this will be a behemoth of a company. #RNAi #BigPharmaInTheMaking"  
[X Link](https://x.com/BioBoyScout/status/1922047389948322187)  2025-05-12T21:53Z [----] followers, [----] engagements


"@JMaraganore Definitely a well earned and deserved achievement for $ALNY. If it weren't for the crazy biotech market you and I also know that $ARWR should easily at a very minimum be no less than 1/4th of that valuation as #RNAi is inevitably the safer innovative future of medicine"  
[X Link](https://x.com/BioBoyScout/status/1930296044484530417)  2025-06-04T16:10Z [----] followers, [----] engagements


"@ONeilTrader @Biohazard3737 What most if not all analysts miss is if $ARWR's ARO-MMP7 shows even slight efficacy for #IPF its poised for multi-billion/year blockbuster status. $SRPT #RNAi"  
[X Link](https://x.com/BioBoyScout/status/1937954422320980342)  2025-06-25T19:21Z [----] followers, [----] engagements


"@LeftyT75 @BowTiedBiotech Valuing the entire pipeline from Ph [--] $ARWR is easily and very conservatively $8.2B+. This stock has the very real potential of doubling at least a few times in the matter of only a couple weeks. Sell-side analysts should release their entire valuation model but they won't"  
[X Link](https://x.com/BioBoyScout/status/1940114781253312656)  2025-07-01T18:26Z [----] followers, [----] engagements


"@paulBIOgeek @3IDWarrant @Alnylam @ArrowheadPharma Youve got to be kidding $ARWR runs a dramatically leaner operation across admin R&D and clinical than $ALNY ever did at a comparable stage. The efficiency gap is glaring. #RNAi"  
[X Link](https://x.com/BioBoyScout/status/1950953492647948621)  2025-07-31T16:15Z [----] followers, [---] engagements


"@paulBIOgeek @3IDWarrant @Alnylam @ArrowheadPharma $ARWR $500 million vs. $ALNY $2.5 billion BTW thats what investing in the future looks like. Have you actually compared the pipeline Arrowhead is one of the leanest operations out there both on a per-drug basis and in terms of future revenue potential. Do the math"  
[X Link](https://x.com/BioBoyScout/status/1950956024808010130)  2025-07-31T16:25Z [----] followers, [---] engagements


"Too many biotech valuation models lack rigor & credibility and Mani Foroohars latest take on $ARWR is in my view a prime example. What he calls skepticism looks more like willful distortion. His valuation brushes past real progress and misses where the #RNAi field is headed"  
[X Link](https://x.com/BioBoyScout/status/1951390834445918448)  2025-08-01T21:13Z [----] followers, [----] engagements


"1. On financial risk: Mani flags dilution concerns. But $ARWR already de-risked its balance sheet: $410M upfront from Royalty Pharma (June 2023) $825M partnership with Sarepta (2025) Cash runway through [----]. No royalty guesswork. No near-term raise needed"  
[X Link](https://x.com/BioBoyScout/status/1951390836526293431)  2025-08-01T21:13Z [----] followers, [---] engagements


"2. On the pipeline: He focuses on old setbacks like ARO-ENaC ignoring what matters now: plozasiran + APOC3 have strong Phase [--] data MMP7 (pulmonary fibrosis) could be a $10B+ drug Sarepta deal validated extrahepatic delivery $ARWR isnt a one-trick liver play anymore"  
[X Link](https://x.com/BioBoyScout/status/1951390838438895756)  2025-08-01T21:13Z [----] followers, [---] engagements


"3. On partnerships: Worried about Sarepta selling shares Thats short-term noise. $ARWR has closed deals with Takeda Sanofi Royalty Pharma Amgen GSK J&J Sareptas role is additive not central Clinical pipeline remains fully in $ARWRs control"  
[X Link](https://x.com/BioBoyScout/status/1951390840338645377)  2025-08-01T21:13Z [----] followers, [---] engagements


"4. On valuation: Manis price targets have lagged for years. $32 PT in [----] when $ARWR traded at $56 Still a Hold in [----] despite multiple catalysts Other analysts: RBC Piper Cantor all in the $6080 range. Models matter"  
[X Link](https://x.com/BioBoyScout/status/1951390842117136388)  2025-08-01T21:13Z [----] followers, [---] engagements


"5. On execution risk: Pointing to CVOT trial complexity misses the point. CVOTs are standard for cardio assets $ARWR has executed consistently since [----] TRiM platform allows rapid scalable development across organs"  
[X Link](https://x.com/BioBoyScout/status/1951390843983765667)  2025-08-01T21:13Z [----] followers, [---] engagements


"Conclusion: $ARWR has a clean balance sheet validated delivery tech expanding partnerships and a broadening pipeline. In my opinion Manis valuation hasnt kept up. The risk now is under-appreciating what Arrowhead is building. #RNAi #Pharma #TheTideIsTurning"  
[X Link](https://x.com/BioBoyScout/status/1951390845804167610)  2025-08-01T21:13Z [----] followers, [----] engagements


"Fantastic $ARWR Today we shared that we have elected to receive approximately $50 million worth of Arrowhead common stock and approximately $50 million in cash from Sarepta satisfying the payment of a $100 million milestone owed to Arrowhead. Read more: https://t.co/DhrmoWXcU7 https://t.co/zVTPBITMMM Today we shared that we have elected to receive approximately $50 million worth of Arrowhead common stock and approximately $50 million in cash from Sarepta satisfying the payment of a $100 million milestone owed to Arrowhead. Read more: https://t.co/DhrmoWXcU7 https://t.co/zVTPBITMMM"  
[X Link](https://x.com/BioBoyScout/status/1955729166436856142)  2025-08-13T20:32Z [----] followers, [----] engagements


"$ARWR Get ready "Redemplo" (Plozasiran) is coming soon A game-changer for treating genetic and clinical FCS. This #RNAi therapy slashes triglyceride levels and pancreatitis risk. FDA approval could be imminent hope for FCS patients is coming #FCS #Plozasiran #Redemplo $ARWR files US Trademark Application for REDEMPLO - this will be the brand name for its cardiovascular drug Plozasiran. #RNAi @redemplo https://t.co/VRs2ghQAng https://t.co/5SEQov5Ze0 $ARWR files US Trademark Application for REDEMPLO - this will be the brand name for its cardiovascular drug Plozasiran. #RNAi @redemplo"  
[X Link](https://x.com/BioBoyScout/status/1960512079783207192)  2025-08-27T01:17Z [----] followers, [----] engagements


"Huge news $ARWR just inked a global license & collaboration with $NVS for ARO-SNCA - their preclinical asset targeting alpha-synuclein (Parkinsons). $200M upfront + up to $2B in milestones plus double-digit royalties. This is a CNS game-changer. #RNAi https://ir.arrowheadpharma.com/news-releases/news-release-details/arrowhead-pharmaceuticals-and-novartis-enter-global-license-and https://ir.arrowheadpharma.com/news-releases/news-release-details/arrowhead-pharmaceuticals-and-novartis-enter-global-license-and"  
[X Link](https://x.com/BioBoyScout/status/1962844769693937883)  2025-09-02T11:47Z [----] followers, 12.7K engagements


"More big news $ARWR files for Phase 1/2a trials of ARO-MAPT a CNS-targeted #RNAi therapy silencing MAPT for early Alzheimer's. Preclinical data shows deep brain penetration with subQ dosing. Huge step for tauopathies https://ir.arrowheadpharma.com/news-releases/news-release-details/arrowhead-pharmaceuticals-requests-regulatory-clearance-0 https://ir.arrowheadpharma.com/news-releases/news-release-details/arrowhead-pharmaceuticals-requests-regulatory-clearance-0"  
[X Link](https://x.com/BioBoyScout/status/1965741558633992372)  2025-09-10T11:38Z [----] followers, [----] engagements


"To $ARWR followers why I believe analysts value $ALNY incorrectly: they adjust risk for both clinical trial probability of success AND development risk resulting in an inflated (incorrect) valuation (see evidence below). Alnylam's WACC through normal calculation is a healthy 11%"  
[X Link](https://x.com/BioBoyScout/status/973918622308622336)  2018-03-14T13:47Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@BioBoyScout Avatar @BioBoyScout BioBoyScout

BioBoyScout posts on X about $arwr, $alny, $arwrs, $drna the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 55.45% finance 15.84% cryptocurrencies 8.91% countries 0.99%

Social topic influence $arwr #4, $alny #16, $arwrs 11.88%, $drna 10.89%, $nvs 6.93%, $ions #3, $amgn 5.94%, $vrtx 4.95%, $verv 4.95%, $nvo #307

Top accounts mentioned or mentioned by @rnaianalyst @arrowheadpharma @geneinvesting @jmaraganore @paulbiogeek @yaireinhorn @carolynyjohnson @wsj @kiranmusunuru @davidrliu @bradloncar @biotechch @daphnezohar @timopler @johnevans3 @biotech2k1 @bowtiedbiotech @biomedicalrx @3idwarrant @alnylam

Top assets mentioned Arrowhead Research Corporation (ARWR) Alnylam Pharmaceuticals, Inc. (ALNY) Novartis AG (NVS) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Amgen, Inc. (AMGN) Vertex Protocol (VRTX) Verve Therapeutics Inc. (VERV) Novo-Nordisk (NVO) Intellia Therapeutics, Inc (NTLA) BEAM (BEAM) CRISPR Therapeutics AG (CRSP) Wave Life Sciences Ltd. Ordinary Shares (WVE) Sarepta Therapeutics, Inc. (SRPT) Eli Lilly and Company (LLY) Morgan Stanley (MS) GSK plc (GSK) Johnson & Johnson (JNJ) Prime Medicine, Inc. (PRME) Adverum Biotechnologies, Inc. Common Stock (ADVM) Pfizer, Inc. (PFE) AltLayer (ALT) Recursion Pharmaceuticals, Inc. (RXRX) Validity (VAL) Regret (REGRET) Dyne Therapeutics, Inc. (DYN) Avidity Biosciences, Inc. (RNA) Smart Layer Network (SLN)

Top Social Posts

Top posts by engagements in the last [--] hours

"An elegant and highly effective modality. In [--] years I predict that we'll see 20%+ of the U.S. population benefiting from an RNAi-based medicine that meaningfully improves quality of life. $ALNY $ARWR $NVS $NVO $WVE $IONS RNA interference (RNAi) is a naturally occurring process of gene regulation that is already at work inside your body. RNAi therapeutics utilize this process to silence the genes that cause or contribute to disease. Learn more about RNAi https://t.co/t7Hl9ku5at #RNAiTherapeutics https://t.co/nvdG6rV9pw RNA interference (RNAi) is a naturally occurring process of gene"
X Link 2025-12-19T16:51Z [----] followers, [----] engagements

""Dominance in pharma is not determined by scientific elegance alone it is determined by alignment with biology regulation payer economics and portfolio-level scalability." $ALNY $ARWR $IONS $NVO $WVE $CRSP $BEAM $NTLA $PRME $EDIT #JPM26 #RNAi #CRISPR https://drive.google.com/file/d/1ooiiSr5U0FhHdyvCEbNukb75oMipzkVL/viewusp=sharing https://drive.google.com/file/d/1ooiiSr5U0FhHdyvCEbNukb75oMipzkVL/viewusp=sharing"
X Link 2026-01-13T23:41Z [----] followers, [----] engagements

"@yaireinhorn @Carolynyjohnson @WSJ @kiranmusunuru @davidrliu @bradloncar @BiotechCH @daphnezohar @TimOpler @john_evans3 1/2 RNAi was built for this moment: programmable gene silencing on a scalable platform. #RNAi has a strong and growing safety track record because it doesnt permanently alter DNA. It selectively turns down harmful proteins driving disease. $ARWR $ALNY"
X Link 2026-02-02T17:10Z [----] followers, [----] engagements

"@yaireinhorn @Carolynyjohnson @WSJ @kiranmusunuru @davidrliu @bradloncar @BiotechCH @daphnezohar @TimOpler @john_evans3 2/2 Thats why companies like Arrowhead and Alnylam can tackle rare diseases efficiently and responsibly. Gene editing proves whats possible. RNAi makes it scalable safer and economically viable. $ARWR $ALNY"
X Link 2026-02-02T17:11Z [----] followers, [----] engagements

"Dont forget about $ARWRs ARO-MMP7 licensed with $SRPT. OFEV proved that in IPF even modest benefit can turn into a $34B+ drug. High pricing + chronic use = mega-blockbuster economics. If MMP7 just slightly works the upside is huge and still under-modeled. #IPF #RNAi #biotech FYI my Revelatory Research Note of May [--] [----] identifies ARO-MMP7 as a potential blockbuster drug that can conservatively boost $ARWR's valuation by $20B+ from this one drug alone. #RNAi Chronic GLP rat tox had NOAEL. Early patient cohorts are showing target engagement https://t.co/tXLHQ7JNXu FYI my Revelatory Research"
X Link 2026-01-26T18:40Z [----] followers, [----] engagements

"@jonesallen99138 CNS delivery isnt double for $ARWR conservatively its at least a [--] platform rerate. I already value Arrowhead at $41B with CNS in the base case. Prove consistent brain target engagement and the market has to price a true multi-tissue #RNAi platform. https://x.com/i/status/1998966758410170379 1/10 Just went through $ARWRs CNS Delivery Summit deck and holy knockdown Batman Arrowhead just casually showed SC-delivered RNAi crossing the BBB with deep brain-wide knockdown in NHPs. This isnt incremental science this is modality-level disruption."
X Link 2026-02-05T01:31Z [----] followers, [----] engagements

"$ARWR ARO-DIMER-PA: Even conservative math is wild: just 5% penetration of high-risk mixed dyslipidemia patients already points to a multi-billion-dollar drug and with strong data plus broader adoption ARO-DIMER-PA has true mega-blockbuster potential - $30-$60B Annually #RNAi Today we announced the initiation of a Phase 1/2a study investigating the first dual-functional RNAi therapeutic for the treatment of mixed hyperlipidemia. Learn more: https://t.co/wHjPErAaI8 https://t.co/9K85kdcdnI Today we announced the initiation of a Phase 1/2a study investigating the first dual-functional RNAi"
X Link 2026-01-27T15:06Z [----] followers, [----] engagements

"1/2 On $ARWRs Q1 conference call Morgan Stanley's Michael Ulz long time cheerleader for $IONS tried framing Redemplo uptake as expanded-access rollover. Funny how when a new platform starts winning analysts stop asking about growth and start asking about patient mix"
X Link 2026-02-06T09:25Z [----] followers, [----] engagements

"2/2 Credit to Andy Davis for the clean reality check: majority are APOC3-naive with switches driven by efficacy & safety. Thats not backlog. Thats doctors choosing the better drug RNAi is doing what superior platforms always do and why $ARWR conservatively scales to $41B+"
X Link 2026-02-06T09:25Z [----] followers, [----] engagements

"$ARWR ARO-RAGE is just "crushing" RAGE in its knockdown. #RNAi clearly proving out to be a best-in-class modality for #pulmonary. With [--] current targets in the clinic having massive potential there's no way any buyout under $15B should be accepted. $VRTX https://ir.arrowheadpharma.com/events/event-details/td-cowens-44th-annual-health-care-conference https://ir.arrowheadpharma.com/events/event-details/td-cowens-44th-annual-health-care-conference"
X Link 2024-03-06T15:48Z [----] followers, [----] engagements

"$ARWR drug development continues at an incredible pace. I believe we're seeing [--] new lung targets revealed at #ATS2024. TSLP and Influenza A. They must be seeing great data from their current [--] targets. #RNAi https://conference.thoracic.org/program/clinical-scientific-sessions/index.php https://conference.thoracic.org/program/clinical-scientific-sessions/index.php"
X Link 2024-03-08T12:28Z [----] followers, [----] engagements

"$ARWR Bravo to the new board member Dr. Hongbo Lu for acquiring [----] shares on the open market and setting the bar. You either believe it will deliver or you don't. I believe you made a great choice Dr. Lu - see you at $200 soon #RNAi $XBI #BigPharmaInTheMaking"
X Link 2024-03-20T23:53Z [----] followers, [----] engagements

"Dual lipid platform Wow Congrats to the R&D team. Yet another leap forward over the competition. $ARWR #RNAi #BestInClass Our #TRiM platform is expanding to tackle more diseases and target a wider array of cell types. Check out our latest presentations at @TIDESInforma USA [----] to discover our breakthroughs in delivering therapies to the CNS and adipose tissue. #TIDES2024 https://t.co/ILHRWTwSHh https://t.co/A7ZLBclAmU Our #TRiM platform is expanding to tackle more diseases and target a wider array of cell types. Check out our latest presentations at @TIDESInforma USA [----] to discover our"
X Link 2024-05-17T13:58Z [----] followers, [----] engagements

"BAM From the NEJM $ARWR planning a "three-group cardiovascular outcomes trial comparing zodasiran (200 mg) and plozasiran (25 mg) with matching placebo." #RNAi #CVOT #Unprecedented #BigPharmaInTheMaking"
X Link 2024-05-30T11:50Z [----] followers, 12.8K engagements

"Dropping a new note on why sell-side keeps undervaluing $ARWR. TRiMs multi-tissue reach best-in-class science and massive pipeline optionality arent in their models. Arrowheads real Enterprise Value is far higher a $41B+ MC is now justified. https://drive.google.com/file/d/1WKVXf-pLRSjQL14O0CoP65jdRbhpg3pF/viewusp=sharing https://drive.google.com/file/d/1WKVXf-pLRSjQL14O0CoP65jdRbhpg3pF/viewusp=sharing"
X Link 2025-11-26T13:22Z [----] followers, 15.1K engagements

"Honest question: which analyst steps out of the herd & values $ARWR like the platform it is w/ a $150 PT Multi-tissue RNAi human validation CNS optionality still modeled as 1-drug biotech. Funny thing the first to be right isnt forgotten when secondary or M&A math starts"
X Link 2026-01-04T01:58Z [----] followers, [----] engagements

"Yet another $AMGN patent application referencing #RNAi as the preferred modality to treat acute myeloid leukemia (AML). Most likely partner = $ARWR. No publicly announced partnership yet. https://patents.google.com/patent/US20170037133A1 https://patents.google.com/patent/US20170037133A1"
X Link 2018-08-21T17:42Z [----] followers, [--] engagements

"RNAi field really starting to heat up and gain major traction and validation with BP. Right now only [--] #RNAi players of any significance: $DRNA $ARWR $ALNY $LLY and $DRNA Announce RNAi Licensing and Research Collaboration. Dicerna to receive an upfront payment of $100M and an equity investment of $100M https://t.co/fasUA84vau $LLY and $DRNA Announce RNAi Licensing and Research Collaboration. Dicerna to receive an upfront payment of $100M and an equity investment of $100M https://t.co/fasUA84vau"
X Link 2018-10-29T10:10Z [----] followers, [--] engagements

"$ADVM discontinues development of ADVM-043 for the treatment of A1AT deficiency. Did not meet clinically meaningful level. $ARWR $ALNY https://www.briefing.com/Investor/PopupPages/ArticlePopup.aspxArticleId=IN20181101162832ADVM https://www.briefing.com/Investor/PopupPages/ArticlePopup.aspxArticleId=IN20181101162832ADVM"
X Link 2018-11-01T23:52Z [----] followers, [--] engagements

"Latest and Greatest in Biotech Valuation. Updated Online Biotech Valuation Calculators - - You Be The Analyst for [--] companies in the #RNAi space: $ARWR $ALNY $DRNA. Risk-adjusted DCF analysis now you can stay one step ahead of Wall Street Analysts. https://bioboyscout.com/ https://bioboyscout.com/"
X Link 2018-11-02T13:25Z [----] followers, [--] engagements

"#RNAi target landscape for the most current RNAi platforms that are not retired or obsolete: $ARWR's TRiM with [--] targets (4 in the clinic) $DRNA's GalXC with [--] targets (2 in the clinic) $ALNY's ESC+ with [--] targets (2 in the clinic)"
X Link 2018-12-14T15:12Z [----] followers, [--] engagements

"Risk-Adjusted DCF #Biotech Valuation Calculators at Comparing #RNAi companies using similar metrics & calculations to find hidden value. $ALNY: Currently $90.74; Target $88.11 $DRNA: Currently $14.04; Target $14.74 $ARWR: Currently $19.07; Target $71.04 https://bioboyscout.com/ https://bioboyscout.com/"
X Link 2019-03-21T21:01Z [----] followers, [--] engagements

"Within the first [--] months over [-----] visits with over [------] #biotech valuation calculations. Come see why valuation calculators are so addictive. "Invaluable valuation tool all biotechs should offer this to their investors." $ARWR $DRNA $ALNY #RNAi https://bioboyscout.com/ https://bioboyscout.com/"
X Link 2019-04-04T14:47Z [----] followers, [--] engagements

"Newly updated #Biotech Valuation Calculators at including latest financials milestones royalty adjustments pipeline advancements etc. You Be The Analyst. #RNAi $ARWR Target: $70 $ALNY Target: $90 $DRNA Target: $19 https://bioboyscout.com/ https://bioboyscout.com/"
X Link 2019-04-09T19:41Z [----] followers, [--] engagements

"#RNAi technology now in high demand by BP. Deciding on who to work with is becoming much more difficult as current capacity of targets and manpower is being maxed out. Supply and demand dictates that higher premiums and royalties are coming. $ARWR $ALNY $DRNA #biotech"
X Link 2019-04-25T16:32Z [----] followers, [--] engagements

"$ALNY snapshot of pipeline - courtesy of @BioBoyScout. Could be any one of a number of things. #RNAi #biotech $ARWR $DRNA"
X Link 2019-11-20T17:24Z [----] followers, [--] engagements

"December update: $ARWR's Market Cap as a % of $ALNY & $DRNA. Numbers don't lie. [--] month: +14.5% on $ALNY; +86.7% on $DRNA. Why this trend @BioBoyScout's Research Report helps explain why & what some analysts don't want you to know. #RNAi #biotech #GameOn https://bioboyscout.com/downloads/bbsreport/ https://bioboyscout.com/downloads/bbsreport/"
X Link 2019-12-02T02:21Z [----] followers, [--] engagements

"April update: $ARWR's Market Cap as a % of $ALNY & $DRNA. With SARS-CoV-2 greatly impacting the market but minimally impacting the actual business operations of many biotechs especially the #RNAi field it's clear that #biotech values abound"
X Link 2020-04-02T12:50Z [----] followers, [--] engagements

"Definitely a big WOW Compelling argument why statins with their pleiotropic effects are still needed with a PCSK9i. Reducing inflammation by targeting Lp(a) APOC3 and/or ANGPTL3 appears to be the "better" approach to reduce CV risk. $IONS $ARWR $AMGN $AKCA $PFE $NVS See our latest paper with collaborators from Erik Stroes group. https://t.co/NfYZqud8ly It shows that in pts with elevated Lp(a) the apo(a) ASO markedly reduced monocyte inflammation/transmigration. PCSK9i had no effect despite 65% reduction in LDL-C. This is a big wow https://t.co/RFJql6RuL3 See our latest paper with"
X Link 2020-04-11T09:46Z [----] followers, [--] engagements

"May update: $ARWR's Market Cap as a % of $ALNY & $DRNA. Can you identify the value play #RNAi #biotech #GameOn "Magic Mirror on the wall who is the fairest one of all" Snow White and the Seven Dwarves 1937"
X Link 2020-05-01T20:11Z [----] followers, [--] engagements

"Well said and dead-on - exactly why #CRSPR is at least a decade+ away. #RNAi is not only much easier to develop a drug target for but also quicker safer simpler as effective easier to manufacture more stable and most importantly it is temporary. $ARWR $ALNY $DRNA Genetic medicines promise to treat the root cause of disease. When it comes to gene silencing applications most discussions turn to CRISPR gene editing (knockouts) but RNAi might prove difficult to dislodge. $ALNY $ARWR $NTLA https://t.co/eCdKH3bdet Genetic medicines promise to treat the root cause of disease. When it comes to gene"
X Link 2021-06-23T19:17Z [----] followers, [--] engagements

"NICE - $ALNY [----] Financial Guidance. Much better than I anticipated. #RNAi"
X Link 2022-07-28T12:56Z [----] followers, [--] engagements

"Tragic news. Why #RNAi will dominate #CRISPR well into the next decade. "Death in US gene therapy study sparks search for answers" "But CRISPR is not perfect" "We know that CRISPR can miss its target." $ARWR $ALNY $VERV $CRSP $EDIT $NTLA $VRTX $BEAM $GRPH https://apnews.com/article/science-technology-health-business-genetics-79f4a9b76426ec40c367957e3bb9cf4a https://apnews.com/article/science-technology-health-business-genetics-79f4a9b76426ec40c367957e3bb9cf4a"
X Link 2022-11-05T01:07Z [----] followers, [--] engagements

"1/2 In a Feb. [--] podcast with The Readout Loud Vas Narasimhan CEO of Novartis talks about the "most exciting new technology that has the most potential to be transformative to medicine" #RNAi $ARWR $ALNY 36:35 mark - https://open.spotify.com/show/7c181EiST5DhX4Zh2kt7Tq https://open.spotify.com/show/7c181EiST5DhX4Zh2kt7Tq"
X Link 2023-02-17T15:22Z [----] followers, [----] engagements

"@RNAiAnalyst $ARWR's and $ALNY's targeting ligand approach for #RNAi is incredibly elegant safe and effective across numerous tissues. They know that they own the goose that lays the golden eggs. As @ArrowheadPharma stated: "We don't look for benchmarks: we want to be the benchmark""
X Link 2023-06-05T15:14Z [----] followers, [--] engagements

"@RNAiAnalyst $VERV will have to show an added benefit in PCSK9 beyond what Leqvio can provide and that particular patient population (if it even exists) is not yet defined and most likely will be ultra-orphan. In any event we'll probably find out over 10+ years from now. $ALNY #RNAi"
X Link 2023-06-15T11:29Z [--] followers, [--] engagements

"@RNAiAnalyst Great catch Dirk. Vas is not talking about Leqvio label expansion he's clearly talking about multiple CV #RNAi drugs. $ARWR fits the bill and is the most advanced - $NVS. Have a feeling that wasn't supposed to have been said just yet.🫢"
X Link 2023-07-19T13:28Z [----] followers, [----] engagements

"Congrats $ALNY This is Huge Alnylam Announces Publication of Phase [--] Study Results for Zilebesiran in the New England Journal of Medicine. Treating hypertension will never be the same. #RNAi"
X Link 2023-07-19T21:05Z [----] followers, [--] engagements

"@RNAiAnalyst @cmac_lax_atx @truthtracer Since individual CV siRNAs lack pleiotropic effects like statins have it makes sense that combo siRNAs may get that effect plus more. A PCSK9 APOC3 ANGPTL3 Lp(a) combo or variation thereof may eliminate need for statins. Only a matter of time. $NVS $ALNY $ARWR $NVO #RNAi"
X Link 2023-07-20T15:03Z [----] followers, [---] engagements

"@TOWiU2 @wkissel @sonichedgefund @ArrowheadPharma @MorganStanley It entirely depends on what you're treating as endpoints are different. SOD1 should be quicker"
X Link 2023-07-27T21:22Z [----] followers, [---] engagements

"Agreed I don't think the market understands the very real MC potential across $ARWR's pulmonary program. The addition of #CysticFibrosis patients suggests to me that rat chronic tox is now complete and that it passed with flying colors. @ArrowheadPharma $VRTX #RNAi #CF"
X Link 2023-08-31T15:58Z [----] followers, [----] engagements

"@pt117cool My prediction: Arrowhead will keep pulmonary 100% to itself and develop a new identity. Everything else is on the table especially large cardio"
X Link 2023-09-11T18:43Z [----] followers, [--] engagements

"@PikaCapital @RNAiAnalyst $ARWR I challenge you to find a better slide deck in all of biotech. #RNAi Pretty much guarantee you'll invest a large chunk of your portfolio if you listen to the entire replay (because you'll know it'll pay out): https://lifescievents.com/event/arrowhead-event/ https://ir.arrowheadpharma.com/static-files/1a9ba9ff-14cc-4eff-8be7-c18bb3e1c5cc https://lifescievents.com/event/arrowhead-event/ https://ir.arrowheadpharma.com/static-files/1a9ba9ff-14cc-4eff-8be7-c18bb3e1c5cc"
X Link 2023-09-14T19:36Z [----] followers, [----] engagements

"With the quick rise of GLP-1 weight loss drugs $ARWR will soon get Ozempic'ed. Preclinical data is nothing short of outstanding. Single SQ dose achieved up to 98% knockdown and maintained 85% KD over [--] weeks in NHP Adipocyte Specific Gene. #RNAi"
X Link 2023-10-15T04:44Z [----] followers, [----] engagements

"No doubt top [--] BPs in the making. $ALNY $ARWR $NVO #RNAi With [--] approved #RNAi Therapeutics we are seeing the advent of the most important new class of medicines since Mabs I have NO DOUBT that there will be 15-20 more approvals over the next decade including extra-hepatic. The future here is VERY bright indeed With [--] approved #RNAi Therapeutics we are seeing the advent of the most important new class of medicines since Mabs I have NO DOUBT that there will be 15-20 more approvals over the next decade including extra-hepatic. The future here is VERY bright indeed"
X Link 2023-10-18T17:05Z [----] followers, [----] engagements

"@GeneInvesting Don't forget you cannot un-CRSPR someone. What significant benefit will Verve-101 have over Leqvio Is it treating a serious undruggable disease If not then it's crossing ethical lines. 1-and-done is not a reason for approval (see FDA Guidance). $VERV $ALNY #CRSPR vs #RNAi"
X Link 2023-11-12T08:06Z [----] followers, [----] engagements

"@GeneInvesting Agreed except for AATD liver disease. 2-3 years of #RNAi and the patient is good to go for the next [--] years"
X Link 2023-11-12T08:16Z [----] followers, [---] engagements

"@GeneInvesting That's a tall order for $BEAM-302. Not sure permanent editing is the answer. Fazirsiran in ph3 $TAK $ARWR can clear and heal the liver after a few years but lungs could still use help beyond augmentation therapy"
X Link 2023-11-12T09:52Z [----] followers, [----] engagements

"@GeneInvesting @Biotech2k1 BTW I disagree that #RNAi dosing is anywhere close to a roller-coaster ride. $ALNY & $ARWR are on top of this. Next dose across their drugs is scheduled to be given with minimal or no rebound. Here's a typical chart (200mg is the ph3 dosage level in this instance):"
X Link 2023-11-12T14:39Z [----] followers, [----] engagements

"2/3 TRiM platform now addresses [--] tissues. No matter how you slice it the valuation here is huge as this is the goose that lays multi-billion dollar golden eggs. IMO minimum buyout would be $15B but probably much more. $ARWR #RNAi $GSK $NVS $VRTX $AMGN $JNJ"
X Link 2023-12-02T19:48Z [----] followers, [----] engagements

"3/3 Come time Monday I would not be short [--] share as everyone knows that biotech is a dangerous field to be short in but especially $ARWR at this point in time. #RNAi $GSK $NVS $VRTX $AMGN $JNJ"
X Link 2023-12-02T19:48Z [----] followers, [----] engagements

"@JrodReal This is not a 1-2 drug pipeline biotech that commands 80-100%. This is a multi-tissue safety proven gene targeting platform play with [--] in the pipe (10 wholly-owned and growing at [--] per year) and can easily command 6-10x at this level. Look at potential revenue. $ARWR #RNAi"
X Link 2023-12-03T01:19Z [----] followers, [---] engagements

"@skathire Also the patient's side-effects also stop. If there's a temporary alternative it's not only a significantly better option but also ethical as guided by the FDA. $VERV $ALNY #CRISPR #RNAi #VERVE101 #Leqvio"
X Link 2023-12-13T15:22Z [----] followers, [---] engagements

"Truncation in #CRISPR gene editing. Exactly why this technology should ONLY be reserved for serious undruggable diseases. You cannot un-CRISPR someone - $VERV. #RNAi just as effective but superior as it's safer and temporary. $ALNY $ARWR More tweetorial Lets dig into the proximity bias we found @RecursionPharma confounding #CRISPR screens what it means and where it comes from. You can always read along in the preprint here: https://t.co/kkCNKqMeAa https://t.co/SGuxnF0CO6 More tweetorial Lets dig into the proximity bias we found @RecursionPharma confounding #CRISPR screens what it means and"
X Link 2023-12-14T14:32Z [----] followers, [----] engagements

"@GeneInvesting $ARWR $ALNY $ALT $RXRX $PRQR"
X Link 2023-12-26T18:28Z [----] followers, [----] engagements

"@paras_biotech IF $ARWR presents home run pulmonary data any buyout would have to exceed $35B just to match any standard risk-adjusted DCF valuation model at that point. Nuts that Analysts are not currently valuing pulmonary. Huge upside risk not currently accounted for. #BigPharmaInTheMaking"
X Link 2023-12-30T06:23Z [----] followers, [----] engagements

"@BowTiedBiotech @SuperDuperDrugs You do not want to permanently gene edit if a temporary alternative exists. You cannot reverse side-effects nor control the long-term outcomes (i.e. cancer). There is plenty of science-supported literature warning about this. Should be only for serious undruggable diseases"
X Link 2023-12-30T16:19Z [--] followers, [---] engagements

"$ALNY $ARWR wisdom from the guru master of biotech @JMaraganore. Year-End Review: @JMaraganore shares his thoughts about biotech's big achievements in [----] the financing environment science and hurdles to watch in [----] HELIOS-B and more. Full video: https://t.co/Z5EHxxqysK https://t.co/L4VrtOWNrP Year-End Review: @JMaraganore shares his thoughts about biotech's big achievements in [----] the financing environment science and hurdles to watch in [----] HELIOS-B and more. Full video: https://t.co/Z5EHxxqysK https://t.co/L4VrtOWNrP"
X Link 2023-12-30T16:57Z [----] followers, [----] engagements

"@Biotech2k1 I'll see your CRISPR buyout and raise you a $40B+ buyout of $ALNY. 😁"
X Link 2024-01-01T22:26Z [----] followers, [---] engagements

"4/6 If you give ARO-MMP7 just a 30% risk-adjusted probability of success and price the drug at $125k and treat just 25% of the identified IPF patients in the US and EU this adds a whopping $23.8B in valuation to $ARWR"
X Link 2024-01-04T05:53Z [----] followers, [----] engagements

"5/6 When approved (100% probability of success) this would add an astonishing $124.3B in valuation. So yes $ARWR does carry a massive buyout target on its back just from this one drug target alone and TD Cowen knows it"
X Link 2024-01-04T05:53Z [----] followers, [----] engagements

"The Far Side [--] years ahead of its time. #CRISPR $NTLA $BEAM $CRSP $EDIT #RNAi $ALNY $ARWR #ADAR $PRQR"
X Link 2024-01-18T01:20Z [----] followers, [----] engagements

"$ARWR why the big interest now At Morgan Stanley HCC Arrowhead revealed the patient population for FCS to include those with TGs 880+pancreatitis. This ADDS 70-100k in the US and is a VERY BIG DEAL. Even Steven Nissen loves this drug. Needless to say $IONS is not happy. #RNAi"
X Link 2024-03-01T16:54Z [----] followers, 14.1K engagements

"@VM04235196 I heard that around only half of the patient pop. in the trial is genetic FCS and remaining is 880+/pancreatitis. Also I believe FDA helped in guiding this trial design. Why present the slide otherwise. Time will tell"
X Link 2024-03-01T21:13Z [----] followers, [---] engagements

"@RNAiAnalyst My guess is that $AMGN wants all the cardiometabolic targets from $ARWR including INHBE. Given $NVO's move today on a ph1 readout they'll need to up their offer by at least 12x as we now have a good comparable to calculate how valuable it really is. #RNAi #BigPharmaInTheMaking"
X Link 2024-03-07T21:47Z [----] followers, [----] engagements

"@prosperousguy @BiomedicalRX @RNAiAnalyst Rumor came from the betaville blog. $45/share offer from a US-based pharma rejected by $ARWR's board. I further heard from a Financial Advisor at a top [--] US bank that it may be $AMGN. If news was more solid then it wouldn't be a rumor"
X Link 2024-03-10T22:11Z [----] followers, [---] engagements

"Roche granted FDA Breakthrough Device Designation for blood test measuring Lp(a) - developed in collaboration with Amgen. #Olpasiran $ARWR $AMGN $RHHBY https://www.roche.com/investors/updates/inv-update-2024-05-22 https://www.roche.com/investors/updates/inv-update-2024-05-22"
X Link 2024-05-22T13:43Z [----] followers, [----] engagements

"$ARWR Very insightful information from Chris Anzalone at the GS fireside chat - Well Done I smell a partnership coming any day now. #RNAi https://ir.arrowheadpharma.com/events/event-details/goldman-sachs-45th-annual-global-healthcare-conference https://ir.arrowheadpharma.com/events/event-details/goldman-sachs-45th-annual-global-healthcare-conference"
X Link 2024-06-13T00:52Z [----] followers, [----] engagements

"@paulBIOgeek I think $PRQR would be a perfect target for $ALNY. Its patent portfolio has incredibly broad coverage for RNA editing by ADAR and Alnylam can easily take this company to the next level. ROI would be huge. I wouldn't be surprised if @JMaraganore already suggested it"
X Link 2024-06-25T01:52Z [----] followers, [----] engagements

"Incredibly massive potential for $ARWR's pulmonary drugs. RAGE ph1 showing fantastic data on [--] month dosing - moving on to ph2 shortly MUC5AC and MMP7 finished dosing NHVs now dosing patients in ph1. These [--] drugs easily have 10-11 figure yearly sales potential. #RNAi #Pulmonary"
X Link 2024-07-16T18:58Z [----] followers, [----] engagements

"@RNAiAnalyst That's a shame because even just a mildly effective corrector combined with fazirsiran would be a perfect solution for treating both the liver and lungs. $VRTX $ARWR"
X Link 2024-08-03T10:13Z [----] followers, [---] engagements

"$ARWR ARO-HBV back in a new phase 2b clinical trial as GSK is pursuing an #HBV functional cure with ARO-HBV (Daplusiran/Tomligisiran) and bepirovirsen. #RNAi https://www.clinicaltrials.gov/study/NCT06537414 https://www.clinicaltrials.gov/study/NCT06537414"
X Link 2024-08-06T11:54Z [----] followers, [----] engagements

"@lralphey @BiomedicalRX @RNAiAnalyst NO value is lost other than the interest alternatively you lose more valuation from lic. a few drugs or dilute shares (which would be significantly higher than the interest). Any buyout would be $500M more as it gets recouped immediately and you keep the whole pipeline. $ARWR"
X Link 2024-08-09T15:03Z [----] followers, [---] engagements

"@Boarder31 @BikeRieder I'm long and strong. $ARWR continues to execute and grow despite market conditions. I keep hearing from those around me that they're loading up and I can't help but agree. #BigPharmaInTheMaking"
X Link 2024-10-04T11:42Z [----] followers, [----] engagements

"$PRQR Reposting what I believe is in play as I suspect ANY company that wants to do RNA editing using ADAR will have to license with ProQR. IMO that makes them a huge takeover target. $WVE $ALNY $LLY @LeftyT79 @RNAiAnalyst Looked up the patent and claim [--] is INCREDIBLY broad. Priority goes all the way back to [----]. Looks like any biotech road to RNA Editing goes through $PRQR. Wow https://t.co/4vF7rG3MUQ @LeftyT79 @RNAiAnalyst Looked up the patent and claim [--] is INCREDIBLY broad. Priority goes all the way back to [----]. Looks like any biotech road to RNA Editing goes through $PRQR. Wow"
X Link 2024-10-17T14:11Z [----] followers, [----] engagements

"So what's the value Over the lifetime of the patent portfolio probably somewhere over $250B (because protection is incredibly broad and challenges to patent validity were unsuccessful). IMO risk-adjusted net present value is around $3B - $6B. $PRQR"
X Link 2024-10-17T14:18Z [----] followers, [---] engagements

"$ALNY $ARWR $RNA $DYN $SLN The #RNAi renaissance is just getting started. BPs not embracing and pivoting into this area will regret it. An RNAi renaissance is creating a new generation of startups Theres an opportunity to create a whole new generation of RNAi therapeutics https://t.co/dM7tHNfs42 An RNAi renaissance is creating a new generation of startups Theres an opportunity to create a whole new generation of RNAi therapeutics https://t.co/dM7tHNfs42"
X Link 2024-11-06T16:20Z [----] followers, [----] engagements

"@tanavoi373 Those are fantastic sales for a drug with only limited effectiveness. $ARWR's MMP7 is significantly more promising and not far behind and can easily add $40B+ in market cap valuation at that price. See Revelatory Research Note below. https://x.com/BioBoyScout/status/1742786192100209039t=w92LB479PBCByiNFT2lwLQ&s=19 1/6 Here's why TD Cowen knows that home run pulmonary data from $ARWR is EXTREMELY valuable. Please read my Revelatory Research Note on ARO-MMP7 below. https://t.co/xGOnHS0t9k https://x.com/BioBoyScout/status/1742786192100209039t=w92LB479PBCByiNFT2lwLQ&s=19 1/6 Here's"
X Link 2024-11-15T03:01Z [----] followers, [----] engagements

"Congrats definitely a huge win-win. $SRPT $ARWR We announced a partnership with @Sarepta to advance programs in rare genetic diseases. We look forward to a long-term collaboration that provide hope to patients with significant unmet needs. Learn more here: https://t.co/zjJ6rs7aHL https://t.co/RPfnyeHyHk We announced a partnership with @Sarepta to advance programs in rare genetic diseases. We look forward to a long-term collaboration that provide hope to patients with significant unmet needs. Learn more here: https://t.co/zjJ6rs7aHL https://t.co/RPfnyeHyHk"
X Link 2024-11-26T12:26Z [----] followers, [----] engagements

"Analysts caught with their pants down. Don't let them fool you with their faulty price targets while they try to accumulate cover and try to protect the shorts. This is a fantastic deal with $SRPT. $ARWR should climb back to prior highs in no time"
X Link 2024-11-26T16:07Z [----] followers, [----] engagements

"$ARWR We have an exciting month ahead Were looking forward to attending and presenting at multiple medical conferences in December. We hope to see you there https://t.co/KReo1YpHuk We have an exciting month ahead Were looking forward to attending and presenting at multiple medical conferences in December. We hope to see you there https://t.co/KReo1YpHuk"
X Link 2024-12-09T14:16Z [----] followers, [----] engagements

"I have no doubt $IONS is pissed that they only received the smaller label (genetic FCS) with a max of 3k patients. If they don't run a ph3 for clinical FCS then they're basically admitting $ARWR is superior. #GameOver"
X Link 2024-12-20T14:14Z [----] followers, [----] engagements

"Sorry but this NEEDS to be called out. Ulz's latest note from $MS on $IONS is a MASSIVE joke if you compare it with his notes on $ARWR. #IYKYK"
X Link 2024-12-20T14:20Z [----] followers, [----] engagements

"Definitely a solid 2Q for $ARWR. The company continues to execute and perform with a massive pipeline of attractive drugs while maintaining strong financial stability. No matter what you say this will be a behemoth of a company. #RNAi #BigPharmaInTheMaking"
X Link 2025-05-12T21:53Z [----] followers, [----] engagements

"@JMaraganore Definitely a well earned and deserved achievement for $ALNY. If it weren't for the crazy biotech market you and I also know that $ARWR should easily at a very minimum be no less than 1/4th of that valuation as #RNAi is inevitably the safer innovative future of medicine"
X Link 2025-06-04T16:10Z [----] followers, [----] engagements

"@ONeilTrader @Biohazard3737 What most if not all analysts miss is if $ARWR's ARO-MMP7 shows even slight efficacy for #IPF its poised for multi-billion/year blockbuster status. $SRPT #RNAi"
X Link 2025-06-25T19:21Z [----] followers, [----] engagements

"@LeftyT75 @BowTiedBiotech Valuing the entire pipeline from Ph [--] $ARWR is easily and very conservatively $8.2B+. This stock has the very real potential of doubling at least a few times in the matter of only a couple weeks. Sell-side analysts should release their entire valuation model but they won't"
X Link 2025-07-01T18:26Z [----] followers, [----] engagements

"@paulBIOgeek @3IDWarrant @Alnylam @ArrowheadPharma Youve got to be kidding $ARWR runs a dramatically leaner operation across admin R&D and clinical than $ALNY ever did at a comparable stage. The efficiency gap is glaring. #RNAi"
X Link 2025-07-31T16:15Z [----] followers, [---] engagements

"@paulBIOgeek @3IDWarrant @Alnylam @ArrowheadPharma $ARWR $500 million vs. $ALNY $2.5 billion BTW thats what investing in the future looks like. Have you actually compared the pipeline Arrowhead is one of the leanest operations out there both on a per-drug basis and in terms of future revenue potential. Do the math"
X Link 2025-07-31T16:25Z [----] followers, [---] engagements

"Too many biotech valuation models lack rigor & credibility and Mani Foroohars latest take on $ARWR is in my view a prime example. What he calls skepticism looks more like willful distortion. His valuation brushes past real progress and misses where the #RNAi field is headed"
X Link 2025-08-01T21:13Z [----] followers, [----] engagements

"1. On financial risk: Mani flags dilution concerns. But $ARWR already de-risked its balance sheet: $410M upfront from Royalty Pharma (June 2023) $825M partnership with Sarepta (2025) Cash runway through [----]. No royalty guesswork. No near-term raise needed"
X Link 2025-08-01T21:13Z [----] followers, [---] engagements

"2. On the pipeline: He focuses on old setbacks like ARO-ENaC ignoring what matters now: plozasiran + APOC3 have strong Phase [--] data MMP7 (pulmonary fibrosis) could be a $10B+ drug Sarepta deal validated extrahepatic delivery $ARWR isnt a one-trick liver play anymore"
X Link 2025-08-01T21:13Z [----] followers, [---] engagements

"3. On partnerships: Worried about Sarepta selling shares Thats short-term noise. $ARWR has closed deals with Takeda Sanofi Royalty Pharma Amgen GSK J&J Sareptas role is additive not central Clinical pipeline remains fully in $ARWRs control"
X Link 2025-08-01T21:13Z [----] followers, [---] engagements

"4. On valuation: Manis price targets have lagged for years. $32 PT in [----] when $ARWR traded at $56 Still a Hold in [----] despite multiple catalysts Other analysts: RBC Piper Cantor all in the $6080 range. Models matter"
X Link 2025-08-01T21:13Z [----] followers, [---] engagements

"5. On execution risk: Pointing to CVOT trial complexity misses the point. CVOTs are standard for cardio assets $ARWR has executed consistently since [----] TRiM platform allows rapid scalable development across organs"
X Link 2025-08-01T21:13Z [----] followers, [---] engagements

"Conclusion: $ARWR has a clean balance sheet validated delivery tech expanding partnerships and a broadening pipeline. In my opinion Manis valuation hasnt kept up. The risk now is under-appreciating what Arrowhead is building. #RNAi #Pharma #TheTideIsTurning"
X Link 2025-08-01T21:13Z [----] followers, [----] engagements

"Fantastic $ARWR Today we shared that we have elected to receive approximately $50 million worth of Arrowhead common stock and approximately $50 million in cash from Sarepta satisfying the payment of a $100 million milestone owed to Arrowhead. Read more: https://t.co/DhrmoWXcU7 https://t.co/zVTPBITMMM Today we shared that we have elected to receive approximately $50 million worth of Arrowhead common stock and approximately $50 million in cash from Sarepta satisfying the payment of a $100 million milestone owed to Arrowhead. Read more: https://t.co/DhrmoWXcU7 https://t.co/zVTPBITMMM"
X Link 2025-08-13T20:32Z [----] followers, [----] engagements

"$ARWR Get ready "Redemplo" (Plozasiran) is coming soon A game-changer for treating genetic and clinical FCS. This #RNAi therapy slashes triglyceride levels and pancreatitis risk. FDA approval could be imminent hope for FCS patients is coming #FCS #Plozasiran #Redemplo $ARWR files US Trademark Application for REDEMPLO - this will be the brand name for its cardiovascular drug Plozasiran. #RNAi @redemplo https://t.co/VRs2ghQAng https://t.co/5SEQov5Ze0 $ARWR files US Trademark Application for REDEMPLO - this will be the brand name for its cardiovascular drug Plozasiran. #RNAi @redemplo"
X Link 2025-08-27T01:17Z [----] followers, [----] engagements

"Huge news $ARWR just inked a global license & collaboration with $NVS for ARO-SNCA - their preclinical asset targeting alpha-synuclein (Parkinsons). $200M upfront + up to $2B in milestones plus double-digit royalties. This is a CNS game-changer. #RNAi https://ir.arrowheadpharma.com/news-releases/news-release-details/arrowhead-pharmaceuticals-and-novartis-enter-global-license-and https://ir.arrowheadpharma.com/news-releases/news-release-details/arrowhead-pharmaceuticals-and-novartis-enter-global-license-and"
X Link 2025-09-02T11:47Z [----] followers, 12.7K engagements

"More big news $ARWR files for Phase 1/2a trials of ARO-MAPT a CNS-targeted #RNAi therapy silencing MAPT for early Alzheimer's. Preclinical data shows deep brain penetration with subQ dosing. Huge step for tauopathies https://ir.arrowheadpharma.com/news-releases/news-release-details/arrowhead-pharmaceuticals-requests-regulatory-clearance-0 https://ir.arrowheadpharma.com/news-releases/news-release-details/arrowhead-pharmaceuticals-requests-regulatory-clearance-0"
X Link 2025-09-10T11:38Z [----] followers, [----] engagements

"To $ARWR followers why I believe analysts value $ALNY incorrectly: they adjust risk for both clinical trial probability of success AND development risk resulting in an inflated (incorrect) valuation (see evidence below). Alnylam's WACC through normal calculation is a healthy 11%"
X Link 2018-03-14T13:47Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@BioBoyScout
/creator/twitter::BioBoyScout