# ![@BiotechAnalysst Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::967435696188293125.png) @BiotechAnalysst Phoenix Biotech

Phoenix Biotech posts on X about $sgmo, $pfe, $bmrn, $xbi the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::967435696188293125/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::967435696188293125/c:line/m:interactions.svg)

- [--] Week [------] -4.10%
- [--] Month [-------] +13%
- [--] Months [---------] -44%
- [--] Year [---------] +147%

### Mentions: [--] [#](/creator/twitter::967435696188293125/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::967435696188293125/c:line/m:posts_active.svg)

- [--] Week [--] +8.10%
- [--] Month [---] -88%
- [--] Months [-----] +330%
- [--] Year [-----] +138%

### Followers: [-----] [#](/creator/twitter::967435696188293125/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::967435696188293125/c:line/m:followers.svg)

- [--] Week [-----] +0.10%
- [--] Month [-----] +1.90%
- [--] Months [-----] +17%
- [--] Year [-----] +29%

### CreatorRank: [-------] [#](/creator/twitter::967435696188293125/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::967435696188293125/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [us election](/list/us-election)  [financial services](/list/financial-services)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities) 

**Social topic influence**
[$sgmo](/topic/$sgmo) #1, [$pfe](/topic/$pfe), [$bmrn](/topic/$bmrn) #5, [$xbi](/topic/$xbi), [$4503t](/topic/$4503t) #13, [$qure](/topic/$qure) #12, [$crsp](/topic/$crsp) #23, [$lly](/topic/$lly), [$vrtx](/topic/$vrtx) #48, [$srpt](/topic/$srpt)

**Top accounts mentioned or mentioned by**
[@zinselmeyerb](/creator/undefined) [@sangamotx](/creator/undefined) [@rnaianalyst](/creator/undefined) [@yusufhameed](/creator/undefined) [@mitchellreed09](/creator/undefined) [@francaole](/creator/undefined) [@geneinvesting](/creator/undefined) [@shortsellerst](/creator/undefined) [@auditor112017](/creator/undefined) [@mchilberg](/creator/undefined) [@gamalielbaer](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@thenewceo_](/creator/undefined) [@octopusking77](/creator/undefined) [@biotech2050](/creator/undefined) [@jasonmmast](/creator/undefined) [@soerenberlin](/creator/undefined) [@davidrliu](/creator/undefined) [@chromamedicine](/creator/undefined) [@bradloncar](/creator/undefined)

**Top assets mentioned**
[Pfizer, Inc. (PFE)](/topic/$pfe) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [uniQure N.V. (QURE)](/topic/$qure) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Eli Lilly and Company (LLY)](/topic/$lly) [Vertex Protocol (VRTX)](/topic/$vrtx) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Novartis AG (NVS)](/topic/$nvs) [Biogen Inc (BIIB)](/topic/$biib) [BEAM (BEAM)](/topic/$beam) [Synthetify (SNY)](/topic/$sny) [Amicus Therapeutics, Inc (FOLD)](/topic/$fold) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Verve Therapeutics Inc. (VERV)](/topic/$verv) [Goldman Sachs (GS)](/topic/goldman-sachs) [AstraZeneca PLC (AZN)](/topic/$azn) [Bluefin (BLUE)](/topic/$blue) [Halozyme Therapeutics, Inc. (HALO)](/topic/$halo) [Amphastar Pharmaceuticals, Inc. (AMPH)](/topic/$amph) [Amgen, Inc. (AMGN)](/topic/$amgn) [AbbVie Inc (ABBV)](/topic/$abbv) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Taysha Gene Therapies, Inc. (TSHA)](/topic/$tsha) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [SuperRare (RARE)](/topic/$rare) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Johnson & Johnson (JNJ)](/topic/$jnj) [Sanofi (SNY)](/topic/sanofi) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Novo-Nordisk (NVO)](/topic/$nvo) [Moderna Inc (MRNA)](/topic/$mrna) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [GSK plc (GSK)](/topic/$gsk) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ITCI INTRA-CELLULAR THERAPIES INC FILES FOR MIXED SHELF OF UPTO $350 MLN"  
[X Link](https://x.com/BiotechAnalysst/status/1167387842970099713)  2019-08-30T10:45Z [----] followers, [--] engagements


"CureDuchenne to Host Educational Webinar on Duchenne Drug Development and Clinical Trial $SRPT $SLDB $PFE #DMD https://cc.readytalk.com/registration/#/meeting=d8cnt0fjkv44&campaign=x7znzfd37lft https://cc.readytalk.com/registration/#/meeting=d8cnt0fjkv44&campaign=x7znzfd37lft"  
[X Link](https://x.com/BiotechAnalysst/status/1167416224755671040)  2019-08-30T12:38Z [----] followers, [--] engagements


"JPMorgan: "we view the $SGMO ATLA update at #ASH19 as a #win for the program and would anticipate incremental #strength to $SGMO #shares coming away from the meeting" $BMRN $ONCE"  
[X Link](https://x.com/BiotechAnalysst/status/1203758897879830528)  2019-12-08T19:31Z [----] followers, [--] engagements


"$SGMO credit suisse gene therapy report No Discussion is Complete Without M&A Large Pharma Has Significant Interest in GT Genetic Medicine RevolutionGene Therapy A Subset of Genetic Medicine #Manufacturing Public Players $BOLD $AVXS $NVS $SRPT $PFE $KITE $GILD $ONCE $BMRN"  
[X Link](https://x.com/BiotechAnalysst/status/1205192901074046977)  2019-12-12T18:29Z [----] followers, [--] engagements


"$PFE Pfizer talking Hemophilia Gene Therapy"  
[X Link](https://x.com/BiotechAnalysst/status/1222229657518559235)  2020-01-28T18:47Z [----] followers, [--] engagements


"" no adcom for $BMRN means no adcom for $SGMO too PDUFA in august a bit late by then $PFE will have enough data for approval too ""  
[X Link](https://x.com/BiotechAnalysst/status/1230870335815389185)  2020-02-21T15:02Z [----] followers, [--] engagements


"COWEN 100pgs $GILD report out called: "A VIRUS'S WORST ENEMY" #covid19 #coronavirus mentions partner $SGMO says: "Gilead/Kite Is Developing An Allogeneic CAR T With #Sangamos Zinc Finger Nucleases" RT"  
[X Link](https://x.com/BiotechAnalysst/status/1231997434898894849)  2020-02-24T17:40Z [----] followers, [--] engagements


"RT #biotech $SGMO coronavirus #covid19 gene editing solution with $GILD +Tregs ZFN #virus #vaccine $XBI $IBB $NBI"  
[X Link](https://x.com/BiotechAnalysst/status/1233058942449790979)  2020-02-27T15:58Z [----] followers, [--] engagements


"$BIIB William Blair $SGMO"  
[X Link](https://x.com/BiotechAnalysst/status/1233493442107494400)  2020-02-28T20:45Z [----] followers, [--] engagements


"RT #biotech Goldman Sachs Previewing $PFE investor day march [--] says $SGMO SB525 Hemophilia A see #accelerated #pathway for this asset ( #RMAT designation granted) $1B opportunity"  
[X Link](https://x.com/BiotechAnalysst/status/1237734376252805121)  2020-03-11T13:37Z [----] followers, [--] engagements


"PIPER $GILD We Now Believe #Remdesivir Could Be Approved For #COVID19 Very Soon"  
[X Link](https://x.com/anyuser/status/1240352077286703104)  2020-03-18T18:59Z [----] followers, [---] engagements


"Cowen #COVID19: MEDICAL VIEW FROM THE FRONT LINES OUTLOOK FOR #VACCINES AND #DRUGS therapeutics show promise including #remdesivir $GILD) Actemra $RHHBY) and Kevzara $REGN/ $SNY). Remdesivir is in registrational trials COVID-19 Could Become An Endemic Seasonal Illness $XBI"  
[X Link](https://x.com/BiotechAnalysst/status/1240523328374349824)  2020-03-19T06:19Z [----] followers, [--] engagements


"Piper caught up with $GILD Gilead and came away #emboldened in our call that the #remdesivir clinical data (readout mid-April) will be positive and if that occurs it should get #approved ASAP. $XBI $IBB $DJI $NASD $SNP #covid19 #coronavirus #SARSCoV2 #cure"  
[X Link](https://x.com/BiotechAnalysst/status/1240541792824672256)  2020-03-19T07:33Z [----] followers, [--] engagements


"Guggenheim $SGMO and partners $BIIB $PFE $GILD $KITE $TAK $SNY lots of catalysts milestone payments stock trading at / below cash value 1/2"  
[X Link](https://x.com/BiotechAnalysst/status/1240677549522530305)  2020-03-19T16:32Z [----] followers, [--] engagements


"Piper Upgrading $GILD To Overweight Post Call With CMO And After Adding #Remdesivir To Our Model Remdesivir biodistribution should be good in the lungs Remdesivir is safe at the doses being used Gilead is going "all out" in terms of manufacturing #covid19 $XBI"  
[X Link](https://x.com/BiotechAnalysst/status/1240967245918076928)  2020-03-20T11:43Z [----] followers, [--] engagements


"#Efficiency of #gene #editing $SGMO $CRSP $EDIT $NTLA $BLUE $CLLS $DTIL $BEAM ZFN vs CRISPR vs Talen vs Base vs Arcus just showing zinc finger platforms are superior and you know why $GILD $PFE $BIIB $SNY $TAK are partnered with Sangamo (single knockout reported w 99.5% btw)"  
[X Link](https://x.com/BiotechAnalysst/status/1245711782615941120)  2020-04-02T13:56Z [----] followers, [--] engagements


"Goldman: Gilead Sciences Inc. $GILD : All eyes on upcoming #Remdesivir #COVID19 data"  
[X Link](https://x.com/anyuser/status/1245999090976067584)  2020-04-03T08:58Z [----] followers, [---] engagements


"Goldman Sachs $GILD Remdesivir most likely to be first COVID19 treatment option based on emerging data"  
[X Link](https://x.com/BiotechAnalysst/status/1255495598507204616)  2020-04-29T13:54Z [----] followers, [--] engagements


"RT #biotech $SGMO $BIIB treating #Parkinson with ZF-TF @ #ASGCT20 $XBI $IBB $NBI"  
[X Link](https://x.com/BiotechAnalysst/status/1260277360210980872)  2020-05-12T18:35Z [----] followers, [--] engagements


"RT #Biotech #ASGCT20 hearing $SGMO Sangamo engineered new #AAV capsid for #CNS ( BRAIN) delivery $BIIB $XBI $IBB $NBI selected novel serotypes showed : up [--] fold neuronal expression compared to AAV9"  
[X Link](https://x.com/BiotechAnalysst/status/1260529756384169987)  2020-05-13T11:18Z [----] followers, [--] engagements


"RT #BIOTECH BREAKING $SGMO $PFE Hemophilia A data on June [--] at 9am ET $XBI $IBB $NBI $BMRN $QURE $ONCE #Roche"  
[X Link](https://x.com/BiotechAnalysst/status/1266361694265069570)  2020-05-29T13:32Z [----] followers, [--] engagements


"nice data comparison from JPMORGAN $SGMO vs $BMRN stable FVIII levels (118%) RT #biotech $XBI $IBB $PFE"  
[X Link](https://x.com/BiotechAnalysst/status/1273687483293859849)  2020-06-18T18:42Z [----] followers, [--] engagements


"Moderna $MRNA IPR Win Absorbs Near-Term Upside; Downgrading $ABUS to Neutral $4 PT Near-term upswing on IPR win prices in current opportunity. $XBI $IBB #BIOTECH"  
[X Link](https://x.com/BiotechAnalysst/status/1286633092728393729)  2020-07-24T12:03Z [----] followers, [--] engagements


"hearing $PFE Pfizer Hemophilia A Phase [--] now recruiting and no change to timeline only [--] months VS $BMRN [--] months now $SGMO should be trading at $13 right now"  
[X Link](https://x.com/BiotechAnalysst/status/1301905500154494977)  2020-09-04T15:30Z [----] followers, [--] engagements


"What Therapy Could President Trump @realDonaldTrump Get"  
[X Link](https://x.com/BiotechAnalysst/status/1312042391461859333)  2020-10-02T14:50Z [----] followers, [--] engagements


"TRUIST say $SGMO $PFE better than $BMRN Encouraging SB-525 Hemo A data and durable FVIII activity at 1-year expect to hear additional details later today at #ASH20 presentation #No bleeding events #no FVIII infusions within first year (think is #better compared to BMRN #ValRox)"  
[X Link](https://x.com/BiotechAnalysst/status/1335943491411730434)  2020-12-07T13:45Z [----] followers, [--] engagements


"Morgan Stanley $LLY Eli Lilly: Raising PT to $275 on potential early Alzheimer drug launch ( $BIIB )"  
[X Link](https://x.com/BiotechAnalysst/status/1422868220437057539)  2021-08-04T10:33Z [----] followers, [--] engagements


"$bmyrt A U.S. judge on Friday refused to dismiss a $6.4 billion lawsuit accusing Bristol Myers Squibb Co of delaying its Breyanzi cancer drug to avoid payments to shareholders of the former Celgene Corp which the drugmaker bought for $80.3 billion in [----]. https://t.co/rVgzGhiTts A U.S. judge on Friday refused to dismiss a $6.4 billion lawsuit accusing Bristol Myers Squibb Co of delaying its Breyanzi cancer drug to avoid payments to shareholders of the former Celgene Corp which the drugmaker bought for $80.3 billion in [----]. https://t.co/rVgzGhiTts"  
[X Link](https://x.com/BiotechAnalysst/status/1540412414327459840)  2022-06-24T19:11Z [----] followers, [--] engagements


"$bmrn The US #Hemophilia patient organisation have submitted a citizens petition to the FDA asking for conditions prior to authorisation of gene therapy. These conditions make perfect sense to me for delivery of this new technology. #haemophilia https://t.co/dZiwOElnLF The US #Hemophilia patient organisation have submitted a citizens petition to the FDA asking for conditions prior to authorisation of gene therapy. These conditions make perfect sense to me for delivery of this new technology. #haemophilia https://t.co/dZiwOElnLF"  
[X Link](https://x.com/BiotechAnalysst/status/1547657320083046401)  2022-07-14T19:00Z [----] followers, [--] engagements


"$SGMO $PFE EXEC.: "were well on track and #hemophilia A we know that $Bmrn has gotten approval in the EU but we feel that our profile will be #very competitive and ultimately I think patients will choose which therapy provides the #longest of benefit with #best safety profile ""  
[X Link](https://x.com/BiotechAnalysst/status/1570802656591085569)  2022-09-16T15:51Z [----] followers, [--] engagements


"$VYGR has the best CNS AAV $PFE $NVS and $SGMO will use it imo Update: @VoyagerTx presents promising Receptor X #data supporting human translation with potential to improve treatment of CNS disease at @ESGCT 29th Annual Congress. Explore the latest receptor and ultra-low dosing data: https://t.co/DvRFQufGEc #genetherapy #ESGCT22 https://t.co/JtJ4CYhSFh Update: @VoyagerTx presents promising Receptor X #data supporting human translation with potential to improve treatment of CNS disease at @ESGCT 29th Annual Congress. Explore the latest receptor and ultra-low dosing data:"  
[X Link](https://x.com/BiotechAnalysst/status/1579801554621956096)  2022-10-11T11:50Z [----] followers, [--] engagements


"$PFE VS $GSK / $AGEN RSV VACCINE"  
[X Link](https://x.com/BiotechAnalysst/status/1583332470262730752)  2022-10-21T05:40Z [----] followers, [--] engagements


"Wedbush $BMRN Management would not comment on the timing of AdCom we find it possible 3yr Ph3 GENEr8-1 data (estimate January 2023) + GENEr8-3 data expected in early [----] could create a #major amendment #delaying the PDUFA date (currently set for March [--] 2023) and AdCom by 3mo"  
[X Link](https://x.com/BiotechAnalysst/status/1585689924677795846)  2022-10-27T17:48Z [----] followers, [--] engagements


"$XBI M&A RBC believe theres enough deployable cash to drive deals over next 6mo Many larger companies including $PFE $MRK $AMGN $NBIX cited financial flexibility for #significant BD when asked while others $GILD $BIIB $ABBV $GLPG $REGN expressed preference for smaller boltons"  
[X Link](https://x.com/BiotechAnalysst/status/1590739460899368960)  2022-11-10T16:13Z [----] followers, [--] engagements


"@PersimmonTI Yes $edit would fit Roche. They bought the loser $once Spark too 🤓"  
[X Link](https://x.com/BiotechAnalysst/status/1594050700761354242)  2022-11-19T19:31Z [----] followers, [--] engagements


"$PFE $SGMO Hemophilia lead-in study downsized to [---] from 300"  
[X Link](https://x.com/BiotechAnalysst/status/1594705991697895428)  2022-11-21T14:55Z [----] followers, [--] engagements


"$BMRN $SGMO $QURE There's a new record for the world's most expensive drug: A one-time treatment with CSL/UniQure's hemophilia gene therapy Hemgenix will cost $3.5 million (and cut bleeding and expensive Factor IX infusions) https://t.co/MYwQjtbgTA via @business There's a new record for the world's most expensive drug: A one-time treatment with CSL/UniQure's hemophilia gene therapy Hemgenix will cost $3.5 million (and cut bleeding and expensive Factor IX infusions) https://t.co/MYwQjtbgTA via @business"  
[X Link](https://x.com/BiotechAnalysst/status/1595332654454509568)  2022-11-23T08:25Z [----] followers, [--] engagements


"$AGEN #TIGIT $BMY $GILD and $RCUS Announce Positive Update on Joint TIGIT Program From Interim Analysis of ARC-7 Study in Non-Small Cell Lung Cancer https://t.co/T3zsnpjv9L $GILD and $RCUS Announce Positive Update on Joint TIGIT Program From Interim Analysis of ARC-7 Study in Non-Small Cell Lung Cancer https://t.co/T3zsnpjv9L"  
[X Link](https://x.com/BiotechAnalysst/status/1597242994561728512)  2022-11-28T14:56Z [----] followers, [--] engagements


"Upcoming Catalysts for Companies with Clinical-stage Gene Editing Programs next $SGMO @ #ASH22 Patient #5 with improved manufactiring process to boost longterm HSC $CRSP $VRTX $EDIT $GRPH $BEAM $VERV $NTLA $REGN $FIXX"  
[X Link](https://x.com/BiotechAnalysst/status/1598259686020878338)  2022-12-01T10:16Z [----] followers, [--] engagements


"$SGMO transcription factors partnered with $BIIB $NVS Deal News: exciting new partnership between @hotspotthera and @abbvie for allosteric modulators of transcription factor IRF5. Blog on the topic from HotSpot CEO @JDMontagu: What Took So Long - How Tech Has Finally Caught Up With Transcription Factors https://t.co/T6Y2wbTceu Deal News: exciting new partnership between @hotspotthera and @abbvie for allosteric modulators of transcription factor IRF5. Blog on the topic from HotSpot CEO @JDMontagu: What Took So Long - How Tech Has Finally Caught Up With Transcription Factors"  
[X Link](https://x.com/BiotechAnalysst/status/1600159950386315264)  2022-12-06T16:07Z [----] followers, [--] engagements


"$XERS Gvoke [----] +16.2% $LLY Baqsimi [----] +14.3%"  
[X Link](https://x.com/BiotechAnalysst/status/1601222941554794498)  2022-12-09T14:31Z [----] followers, [--] engagements


"$CLVS Clovis Oncology Files For #Chapter11 Protection And Enters Into Agreement To Sell FAP-2286 Receives Commitment for up to $75 Million in Debtor-in-Possession Financing #RIP"  
[X Link](https://x.com/BiotechAnalysst/status/1602190876205260802)  2022-12-12T06:37Z [----] followers, [--] engagements


"no gene therapy programs discussed in $PFE presentation"  
[X Link](https://x.com/BiotechAnalysst/status/1602366982581620749)  2022-12-12T18:17Z [----] followers, [--] engagements


"WTF $VERV Verve's gene edits pass down to patients' children Do Verve's gene edits pass down to patients' children The FDA wants to know FDAs questions cover subjects Verve Therapeutics has been researching $VERV #Biotech #genetics #FDA https://t.co/CVqADvyCkY Do Verve's gene edits pass down to patients' children The FDA wants to know FDAs questions cover subjects Verve Therapeutics has been researching $VERV #Biotech #genetics #FDA https://t.co/CVqADvyCkY"  
[X Link](https://x.com/BiotechAnalysst/status/1602384405049245722)  2022-12-12T19:26Z [----] followers, [--] engagements


"While not all cheap biotech companies are investable piper present a list of [--] value plays with clinical data that we believe can rally in [----] including: $KRON) $JNCE) $NXTC) $SYRS) $IPSC) $LIFE) $TPST) $APTO) $ASLN) $CUE) and X4 Pharma $XFOR) in order of lowest EV"  
[X Link](https://x.com/BiotechAnalysst/status/1610975926409363460)  2023-01-05T12:26Z [----] followers, [----] engagements


"$PFE * PFIZER SAYS WILL BE SHIFTING TO INVEST IN RARE AND BENIGN HEMATOLOGY AND PLATFORMS SUCH AS GENE EDITING THROUGH EXTERNAL INNOVATION ON RARE CONDITIONS $SGMO"  
[X Link](https://x.com/BiotechAnalysst/status/1611272662113816578)  2023-01-06T08:05Z [----] followers, [----] engagements


"$BMRN Mean Annualized Bleed Rate Reduced by 80% from Baseline and Factor VIII Usage Reduced 8% back on Prophylaxis at End of Year [--] FVIII Activity (chromogenic) In Year [--] In Year [--] Mean [----] [----] Median [---] [---] #JPM23"  
[X Link](https://x.com/BiotechAnalysst/status/1612122233383653378)  2023-01-08T16:21Z [----] followers, [----] engagements


"$PFE on M&A "They don't have any product yet but they have #platforms. Those are very cheap to buy""  
[X Link](https://x.com/BiotechAnalysst/status/1612694940093489153)  2023-01-10T06:16Z [----] followers, [----] engagements


"$SGMO CNS preclinical program update. SGMO noted that partner programs ( $BIIB $NVS $PFE ) are going well. #JPM23"  
[X Link](https://x.com/BiotechAnalysst/status/1612703760748367873)  2023-01-10T06:51Z [----] followers, [----] engagements


"$PFE slide @ #JPM23 Additional Pipeline Launches Selected Examples: Hemophilia A Gene Therapy with $SGMO"  
[X Link](https://x.com/BiotechAnalysst/status/1612734778897309697)  2023-01-10T08:55Z [----] followers, [----] engagements


"$TGTX Takeaways from Management Meeting We met with the $TGTX management in San Francisco. Key focus is on (cont) https://twitlonger.com/show/n_1ss7kfb https://twitlonger.com/show/n_1ss7kfb"  
[X Link](https://x.com/BiotechAnalysst/status/1613203642105856003)  2023-01-11T15:58Z [----] followers, [----] engagements


"On CNBCs "Mad Money Lightning Round" #Jim #Cramer recommended holding Biomarin Pharmaceutical Inc $BMRN"  
[X Link](https://x.com/BiotechAnalysst/status/1613541389286924291)  2023-01-12T14:20Z [----] followers, [----] engagements


"$XBI Oncology Related #Biotech Events #Tracker is a look-ahead and a weekly wrap-up of selected events (medical conferences PDUFA dates corporate updates etc.) for companies Mizuho covers and the broader oncoverse $AGEN $PGEN $BGNE $SGEN $ZYME"  
[X Link](https://x.com/BiotechAnalysst/status/1615409585883418626)  2023-01-17T18:03Z [----] followers, [----] engagements


"$PFE calls $SGMO Hemophilia A program one of the most promising"  
[X Link](https://x.com/BiotechAnalysst/status/1620451052431740929)  2023-01-31T15:56Z [----] followers, [----] engagements


"Roche writes off $ONCE Hemophilia gene therapy +++VE $SGMO (second today)"  
[X Link](https://x.com/BiotechAnalysst/status/1621590061706788866)  2023-02-03T19:22Z [----] followers, [----] engagements


"$BMRN BioMarin has #not #dosed the first commercial patient with Roctavian and #not #signed an additional OBA ii Germany. but [--] (#TEN) people have completed companion diagnostic testing to determine eligibility for ROCTAVIAN 🤓"  
[X Link](https://x.com/BiotechAnalysst/status/1630450020670402561)  2023-02-28T06:09Z [----] followers, [----] engagements


"$BMRN hemophilia A delay FDA needs a few more weeks to release the CRL however good for $SGMO $PFE $BMRN Provides Update on FDA Review of ROCTAVIAN Gene Therapy for Adults with Severe Hemophilia A. FDA Extends PDUFA Target Action Date to June 30th $BMRN Provides Update on FDA Review of ROCTAVIAN Gene Therapy for Adults with Severe Hemophilia A. FDA Extends PDUFA Target Action Date to June 30th"  
[X Link](https://x.com/BiotechAnalysst/status/1633044481871163393)  2023-03-07T09:58Z [----] followers, [----] engagements


"$BBIO $BMRN Voxzogo superior to competitor drug in identical population; Stop Worrying"  
[X Link](https://x.com/BiotechAnalysst/status/1636720851616710656)  2023-03-17T13:27Z [----] followers, [----] engagements


"Bernstein: Initiating Coverage on U.S. SMID-Cap Biotechnology: It's a stock picker's market Outperform: $VRTX $ALNY $NTLA Market-Perform: $ARWR CRISPR Therapeutics $CRSP $BEAM and Allogene $ALLO Underperform ratings to BioMarin $BMRN and Ionis $IONS"  
[X Link](https://x.com/BiotechAnalysst/status/1638064973908672512)  2023-03-21T06:28Z [----] followers, [----] engagements


"Sonoma gets $75M from $REGN for Tregs rumor is $SGMO wants to spin out Tregs too so how much will they get as the leader in Tregs $200M news from there soon https://www.biopharmadive.com/news/regeneron-sonoma-treg-cell-therapy-deal/646029/:%202023-03-28%20BioPharma%20Dive:%20Emerging%20Biotech%20%5Bissue:49114%5D&:%20Emerging%20Biotech https://www.biopharmadive.com/news/regeneron-sonoma-treg-cell-therapy-deal/646029/:%202023-03-28%20BioPharma%20Dive:%20Emerging%20Biotech%20%5Bissue:49114%5D&:%20Emerging%20Biotech"  
[X Link](https://x.com/BiotechAnalysst/status/1641108942737514497)  2023-03-29T16:03Z [----] followers, [---] engagements


"$SGMO $REGN T-regs"  
[X Link](https://x.com/BiotechAnalysst/status/1641153610724589570)  2023-03-29T19:01Z [----] followers, [----] engagements


"$XERS + $REGN Xeris Biopharma Announces Research Evaluation Collaboration and Option Agreement With Regeneron for XeriJect"  
[X Link](https://x.com/BiotechAnalysst/status/1641395226869735425)  2023-03-30T11:01Z [----] followers, [----] engagements


"RBC catching up with $SGMO reiterated timing of the announcements were unrelated (neither $NVS or $BIIB knew about the others decision) and were due to #internal restricting #decisions to focus on nearterm pipeline assets (decision was #not made due to any preclinical #findings)"  
[X Link](https://x.com/BiotechAnalysst/status/1645491654147678235)  2023-04-10T18:19Z [----] followers, [----] engagements


"$CRSP $VRTX sickle cell: #ICER report flagged a case of #polycythemia from at #least one patient treated with #exa_cel Per the report the patient is being managed with ongoing phlebotomy"  
[X Link](https://x.com/BiotechAnalysst/status/1646896787897106434)  2023-04-14T15:22Z [----] followers, [----] engagements


"$rxdx crohns. $gild tregs. $SGMO CAR T-regs in Crohns @#ESGCT21 https://t.co/HTOMxM3KII $SGMO CAR T-regs in Crohns @#ESGCT21 https://t.co/HTOMxM3KII"  
[X Link](https://x.com/BiotechAnalysst/status/1647590270316232709)  2023-04-16T13:18Z [----] followers, [----] engagements


"" $SGMO has held [--] conference calls for the earnings releases early in the #morning : February [----] announced the $KITE deal February [----] when they announced the $BIIB deal the previous day in the after market and November [---] when they announced a lot of clinical updates ""  
[X Link](https://x.com/BiotechAnalysst/status/1649062338350252034)  2023-04-20T14:47Z [----] followers, [----] engagements


"Bot-Bal FDA Fast Track Designation Supportive of the $AGEN Accelerated Approval Regulatory Strategy Scarcity Value May Become Too Hard to Ignore; Reiterate Buy $8 PT $AGEN s Bot-Bal Compares Favorably to $MRK s Keytruda-Lenvima Based on Ph. I/II Cross-Trial Comparisons"  
[X Link](https://x.com/BiotechAnalysst/status/1649455711569543184)  2023-04-21T16:51Z [----] followers, [----] engagements


"@pacbeachcoma @RevShark Glucagon (generic) $AMPH Amphastar [----] -0.1%"  
[X Link](https://x.com/BiotechAnalysst/status/1650490621528875009)  2023-04-24T13:23Z [----] followers, [---] engagements


"$SGMO While $VRTX is developing VX-548 Nav [---] for acute pain Truist notes validity of blocking #Nav [---]. There is human #proof of concept of blocking the receptors given research on Pakistani firewalkers with a complete knockout of [---] yielding no complications or comorbidities"  
[X Link](https://x.com/BiotechAnalysst/status/1651618319907135488)  2023-04-27T16:04Z [----] followers, [----] engagements


"#ASGCT23 Meeting Preview and PlannerRich with New Development Towards Next Frontiers of Gene and Cell Therapy New Technologies $BEAM $PRME $SGMO $WVE AAV Delivery: CNS tropic capsids dy $VYGR + $SGMO"  
[X Link](https://x.com/BiotechAnalysst/status/1658106654586486790)  2023-05-15T13:46Z [----] followers, [----] engagements


"#ASGCT23 LB Abstract "A Novel Therapeutic Safely #Suppresses Pre-Existing #Neutralizing Antibodies and Enables #Re-#Administration of #Hemophilia A #Gene #Therapy " $BMRN $SGMO $PFE This groundbreaking report . permits #re-#administration"  
[X Link](https://x.com/BiotechAnalysst/status/1658367772965961741)  2023-05-16T07:04Z [----] followers, [----] engagements


"$AMPH $LLY Baqsimi deal on debt financing. theres some FTC risk now re $AMGN $HZNP good for $XERS anyway"  
[X Link](https://x.com/BiotechAnalysst/status/1658835661921681416)  2023-05-17T14:03Z [----] followers, [----] engagements


"Barclays found following initial findings as most exciting: $REGN TfR retargeted AAV9 significantly increased CNS transduction (x25) while de-targeting liver (95% de-targeting) $SGMO ZF-Rs inhibiting Nav1.7 showed efficacy and was safe/well tolerated in mouse and NHP"  
[X Link](https://x.com/BiotechAnalysst/status/1660716022091902976)  2023-05-22T18:35Z [----] followers, [----] engagements


"BERNSTEIN: $NVDA "we have #never #seen a guide like the one NVDA just put up with FQ2 outlook that was by all accounts #cosmological and which annihilated expectations" "We markedly increase our estimates and take our #target #price to $475 ""  
[X Link](https://x.com/BiotechAnalysst/status/1661599218925027328)  2023-05-25T05:04Z [----] followers, [--] engagements


"PIPER: $NVDA NVDA reported higher than expected guidance #beating the street by $3-4B on the top line driven by AI and data center growth $NVDA is one of the best ways to invest in generative #AI new PT $440 (from $300)"  
[X Link](https://x.com/BiotechAnalysst/status/1661602938177961986)  2023-05-25T05:19Z [----] followers, [--] engagements


"$BMRN don't expect additional regulatory hangups; they even think its possible #approval could happen earlier than the PDUFA. the earliest a patient may be #dosed in the US is August"  
[X Link](https://x.com/BiotechAnalysst/status/1661966361814286338)  2023-05-26T05:23Z [----] followers, [--] engagements


"$XERS Gvoke [----] + 5.4% $LLY Baqsimi [----] +0.5% $AMPH Glucagon (generic) [----] -7.7% (re future baqsimi salesforce)"  
[X Link](https://x.com/BiotechAnalysst/status/1664617852869963776)  2023-06-02T12:59Z [----] followers, [--] engagements


"$BIIB dumps $DNLI Phase2 as part of its ongoing Research & Development (R&D) prioritization initiative and resource allocation (re $SGMO preclinical) i dont see $DNLI drop some 66% on that news"  
[X Link](https://x.com/BiotechAnalysst/status/1666095278385147904)  2023-06-06T14:50Z [----] followers, [----] engagements


"$PFE @ #ASCO23 Dinner: When asked about cell therapy mgmt stated they're keeping a close eye on advancements in the #allogeneic cell therapy space including developments by Allogene $ALLO"  
[X Link](https://x.com/BiotechAnalysst/status/1666112933208682496)  2023-06-06T16:00Z [----] followers, [---] engagements


"$GILD $AGEN AGEN2373"  
[X Link](https://x.com/BiotechAnalysst/status/1666433751839039491)  2023-06-07T13:15Z [----] followers, [----] engagements


"Agenus Inc. ( $AGEN ) Turning Cold Tumors Hot and Making CTLA-4 Cool Again Baird #Initiating at Outperform and $8 price target. Catalysts $GILD opt in AGEN2373 $50M + $520M milestones"  
[X Link](https://x.com/BiotechAnalysst/status/1666916080776880128)  2023-06-08T21:12Z [----] followers, [--] engagements


"latest week of data reflects the impact of the #shortened #holiday week $XERS Gvoke [----] -12.7% $LLY Baqsimi [----] -15.0%"  
[X Link](https://x.com/BiotechAnalysst/status/1667158386524258304)  2023-06-09T13:15Z [----] followers, [----] engagements


"#Steroid Impeding $BMRN Roctavian Interest"  
[X Link](https://x.com/BiotechAnalysst/status/1669219255760322560)  2023-06-15T05:44Z [----] followers, [--] engagements


"$VERV Verve partners with $LLY Lilly on gene editing therapy for heart disease Lilly will pay the genetic medicine specialist $60 million upfront to work together on a treatment targeting a risk factor known as Lp(a) https://www.biopharmadive.com/news/verve-eli-lilly-lpa-heart-disease-ascvd-gene-editing/653034/ https://www.biopharmadive.com/news/verve-eli-lilly-lpa-heart-disease-ascvd-gene-editing/653034/"  
[X Link](https://x.com/BiotechAnalysst/status/1669292564028030976)  2023-06-15T10:35Z [----] followers, [----] engagements


"$BLUE Lovo-cel BLA Accepted with Priority Review PDUFA Date Set for Dec [--] [----] Lovo-cel BLA acceptance following $CRSP $VRTX product exa-cel's BLA acceptance on June [--] sets the stage for two potential SCD genetic medicine approvals in December with PDUFA dates [--] weeks apart"  
[X Link](https://x.com/BiotechAnalysst/status/1671755800820293632)  2023-06-22T05:44Z [----] followers, [---] engagements


"$XERS Gvoke [----] +2.3% $LLY Baqsimi [----] +0.6%"  
[X Link](https://x.com/BiotechAnalysst/status/1672222102584283139)  2023-06-23T12:36Z [----] followers, [--] engagements


"@AndrewE_Dunn typical $BMRN FDAs methodology of imputing ABRs noting that a 52% reduction ONLY on ABRs at year [--] a much lower number than people had been expecting given most recently at ISTH this year showing at 83% ABR reduction and a 97% reduction in FVIII usage over a [--] year period"  
[X Link](https://x.com/BiotechAnalysst/status/1674518431415017474)  2023-06-29T20:41Z [----] followers, [----] engagements


"@adamfeuerstein typical $BMRN FDAs methodology of imputing ABRs noting that a 52% reduction #ONLY on ABRs at year [--] a much lower number than people had been expecting given most recently at ISTH this year showing at 83% ABR reduction and a 97% reduction in FVIII usage over a [--] year period"  
[X Link](https://x.com/BiotechAnalysst/status/1674518556086611969)  2023-06-29T20:41Z [----] followers, [---] engagements


"@Arnie_415 [--] months . $PFE doing the work thank god"  
[X Link](https://x.com/BiotechAnalysst/status/1674521186133213184)  2023-06-29T20:52Z [----] followers, [---] engagements


"lol $BMRN spinning their stories again . just like the "plateau" the saw in factor 🤣"  
[X Link](https://x.com/BiotechAnalysst/status/1674522304578039808)  2023-06-29T20:56Z [----] followers, [----] engagements


"@Arnie_415 people will say: what 52% only $BMRN told us mid 80s . what else are they lying about . the huge spike of factor to 300% they did not care about"  
[X Link](https://x.com/BiotechAnalysst/status/1674522854036054016)  2023-06-29T20:58Z [----] followers, [---] engagements


"Mean ABR: FDA label calculated the mean reduction as 52% as compared to 80% reported by $BMRN FDA label more onerous than EMA label for Roctavian or FDA label for Hemegenix #liver #monitoring requirements WILL #EXCLUDE 85% OF ALL US HEMA PATIENTS"  
[X Link](https://x.com/BiotechAnalysst/status/1674665216791945217)  2023-06-30T06:24Z [----] followers, 10.3K engagements


"@BiotechObserver we know already $BMRN played foul with the bleed rate while $SGMO reported all bleeds and $SGMO is much better"  
[X Link](https://x.com/BiotechAnalysst/status/1674803379967598592)  2023-06-30T15:33Z [----] followers, [---] engagements


"$XERS Gvoke [----] +1.8% $LLY Baqsimi [----] -5.1% $AMPH Glucagon (generic) [----] -4.9% (future baqsimi sales "force")"  
[X Link](https://x.com/BiotechAnalysst/status/1674804270263140352)  2023-06-30T15:37Z [----] followers, [--] engagements


"Oppenheimer: $BMRN benefit to bleed control per label is #smaller safety monitoring requirements more #extensive than anticipated Blood draws for liver enzymes appear #burdensomeweekly for 26wks then Q1-2wks for another 26wks. #Alcohol #abstinence for first year+ ( +VE $SGMO )"  
[X Link](https://x.com/BiotechAnalysst/status/1674809239418679296)  2023-06-30T15:56Z [----] followers, [----] engagements


"STIFEL $BMRN mean ABR reduction looks worse than previously reported (52% vs. 80%). While at face this sent the stock lower Street remains skeptical after Germany . still not dosed a single patient"  
[X Link](https://x.com/BiotechAnalysst/status/1674811152990126080)  2023-06-30T16:04Z [----] followers, [---] engagements


"$bmrn I thought the FDA was going to approve Roctavian as gene therapy for #hemophilia A since the EMA approved it already and more importantly since the FDA approved Duchenne Muscular Dystrophy gene therapy despite its limitations. The decision of persons with hemophilia to go for I thought the FDA was going to approve Roctavian as gene therapy for #hemophilia A since the EMA approved it already and more importantly since the FDA approved Duchenne Muscular Dystrophy gene therapy despite its limitations. The decision of persons with hemophilia to go for"  
[X Link](https://x.com/BiotechAnalysst/status/1674826732644319238)  2023-06-30T17:06Z [----] followers, [---] engagements


"$VTYX $JNJ $PTGX We Expect Shares to Work into 2H23 Catalysts Now with the JNJ/PTGX Oral IL-23 Overhang Removed"  
[X Link](https://x.com/BiotechAnalysst/status/1675875279619719168)  2023-07-03T14:32Z [----] followers, [----] engagements


"Jefferies $SGMO on $BMRN"  
[X Link](https://x.com/BiotechAnalysst/status/1675886378826055680)  2023-07-03T15:17Z [----] followers, [----] engagements


"Guggenheim lowering $BMRN PT to $110 from $120 to account for Roctavian #headwinds"  
[X Link](https://x.com/BiotechAnalysst/status/1675907448534708244)  2023-07-03T16:40Z [----] followers, [----] engagements


"$XERS Gvoke [----] - 2.7% $LLY Baqsimi [----] +3.4%"  
[X Link](https://x.com/BiotechAnalysst/status/1677291301220302848)  2023-07-07T12:19Z [----] followers, [--] engagements


"$ILMN Illumina To Face Record EU Antitrust Fine On Wednesday For Closing #Grail Acquisition Before Securing EU Antitrust Nod"  
[X Link](https://x.com/BiotechAnalysst/status/1678839900957728773)  2023-07-11T18:53Z [----] followers, [---] engagements


"$SGMO Announces Research Evaluation and Option Agreement With $LLY Prevail a Wholly Owned Subsidiary of Lilly for Novel Engineered Capsids #AI used to tune #CNS delivery up to [-----] fold of #AAV9"  
[X Link](https://x.com/BiotechAnalysst/status/1680917083167633409)  2023-07-17T12:27Z [----] followers, [--] engagements


"Bernstein $BBIO ATTRibute-CM study hits; ALNY will trade up validates our bullish view on HELIOS-B POS We expect $ALNY to trade up meaningfully on these results 10-15%"  
[X Link](https://x.com/BiotechAnalysst/status/1680926328487387137)  2023-07-17T13:04Z [----] followers, [--] engagements


"@AppleHelix recent deals in the capsids: $SGMO with $VYGR $LLY with $SGMO might just show that there isnt just [--] special vehicle suited for all indications . but maybe theres [--] best suited for [--] indication while not for the next . just imho"  
[X Link](https://x.com/BiotechAnalysst/status/1681232709580881920)  2023-07-21T01:54Z [----] followers, [---] engagements


"@Biohazard3737 @CloisterRes thats pretty good $BMRN only their no bleed rate is not at 85% as touted . buot only @ about 50% as per FDA LOL"  
[X Link](https://x.com/BiotechAnalysst/status/1681259731359260673)  2023-07-18T11:08Z [----] followers, [---] engagements


"Jefferies $SGMO $LLY"  
[X Link](https://x.com/BiotechAnalysst/status/1681298692656209921)  2023-07-18T13:43Z [----] followers, [--] engagements


"WellsFargo $SGMO $LLY We view the deal with $LLY Prevail for SIFTER capsids as an incremental positive for $SGMO with potential for additional cash payments from license exercises and milestones"  
[X Link](https://x.com/BiotechAnalysst/status/1681299606204973058)  2023-07-18T13:47Z [----] followers, [--] engagements


"$VYGR CEO Al Sandrock says headscratcher why $LLY went to $SGMO for capsid (and not his) 🤓"  
[X Link](https://x.com/BiotechAnalysst/status/1681718946444001285)  2023-07-19T17:33Z [----] followers, [--] engagements


"so its $ONCE [---] and still NOTHING Roche bought [---] for $4.3B back then . so i red the report expecting something new . theres NOTHING NEW Building Spark [---] With backing from Roche the pioneering gene therapy company is ready for its next frontier https://www.bizjournals.com/philadelphia/news/2023/07/19/spark-therapeutics-roche-expansion.html https://www.bizjournals.com/philadelphia/news/2023/07/19/spark-therapeutics-roche-expansion.html"  
[X Link](https://x.com/BiotechAnalysst/status/1681954590021787649)  2023-07-20T09:09Z [----] followers, [---] engagements


"BofA $SGMO Sangamos collaborations including the deal with Chroma are putting the company on an #encouraging track to addressing cash concerns we think Sangamo is #preparing broad innovative #pipeline and look for continued data to add to model $LLY up to $415M fees + $775M +RT"  
[X Link](https://x.com/BiotechAnalysst/status/1682086947764707343)  2023-07-20T17:55Z [----] followers, [--] engagements


"$XBI "Voracious" M&A appetite. Despite the KVUE spin management wants to make it clear that $JNJ is open for business on M&A. Targets can be big or small as long as strategic fit and financial upside is there"  
[X Link](https://x.com/BiotechAnalysst/status/1682328504782794752)  2023-07-21T09:55Z [----] followers, [----] engagements


"$ALNY Roche to co-commercialize zilebesiran its #RNAi therapeutic for treatmentresistant hypertension for $310M upfront plus milestones and royalties announcement comes after $ALNY's recent publication in NEJM. Below are deal comps:"  
[X Link](https://x.com/BiotechAnalysst/status/1683429895152582656)  2023-07-25T14:19Z [----] followers, [----] engagements


"1. $BBIO (0:38) [--]. $CYTK (1:10) [--]. $ATRA (1:38) [--]. $BIIB (2:13) [--]. $IOVA (2:34) [--]. $ADAP (3:01) [--]. $AUTL (3:28) [--]. $VSTM (3:56) [--]. $MRK (4:28) [--]. $HRMY (4:58) [--]. $TERN (5:59) [--]. $AXSM (7:09) [--]. $ARQT (8:44) [--]. $RVNC (9:14)"  
[X Link](https://x.com/BiotechAnalysst/status/1683502764133957632)  2023-07-24T15:41Z [----] followers, [--] engagements


"$XERS As of 7/1/23 the w holesale acquisition cost (WAC) of #Recorlev is $17850 per [--] pill bottle (per Wolters Kluw er Price Rx) a 9.5% #increase since XERS' last price increase on 12/30/22 resulting in an average annual price per patient of $420000-$440000"  
[X Link](https://x.com/BiotechAnalysst/status/1684135300526899202)  2023-08-01T04:34Z [----] followers, [----] engagements


"$XERS Rx's for Gvoke were [-----] in 2Q23 up 50% compared to [-----] in 2Q22. As a point of reference $LLY Rx's for Baqsimi were [-----] in 2Q23 up 26% compared to [-----] in 2Q22"  
[X Link](https://x.com/BiotechAnalysst/status/1684135591783329793)  2023-08-01T04:34Z [----] followers, [----] engagements


"$ONCE Hemophilia A discontinued (Roche payed $4.3B for Spark) $RHHBY discontinuations https://t.co/7ROyt0kGSt $RHHBY discontinuations https://t.co/7ROyt0kGSt"  
[X Link](https://x.com/BiotechAnalysst/status/1684445596877201408)  2023-07-27T06:08Z [----] followers, 15.6K engagements


"@JacobPlieth i remember $ONCE patient had more bleeds after Spark GT than before https://x.com/_B_I_O_T_E_C_H_/status/1357722094977638400 $ONCE $RHHBY [--] patient had higher bleeds after the Spark gene therapy We are #critically evaluating these data to plan the second part of the SPK-8016 study. ---- $BMRN $SGMO $PFE https://x.com/_B_I_O_T_E_C_H_/status/1357722094977638400 $ONCE $RHHBY [--] patient had higher bleeds after the Spark gene therapy We are #critically evaluating these data to plan the second part of the SPK-8016 study. ---- $BMRN $SGMO $PFE"  
[X Link](https://x.com/BiotechAnalysst/status/1684446462325796866)  2023-07-27T06:11Z [----] followers, [---] engagements


"@ag76_biotech 😁"  
[X Link](https://x.com/BiotechAnalysst/status/1684539890220793856)  2023-07-27T12:23Z [----] followers, [---] engagements


"@ag76_biotech Bmrn lied about Bleed Rate. Said 85%. Fda says 52%. So yes. Sangamo much better"  
[X Link](https://x.com/BiotechAnalysst/status/1684540223231868933)  2023-07-27T12:24Z [----] followers, [--] engagements


"$BMRN initiated with a Sector Perform at Scotiabank $95 price target"  
[X Link](https://x.com/BiotechAnalysst/status/1684544051440238593)  2023-07-27T12:39Z [----] followers, [---] engagements


"Roche loses $ONCE spark for gene therapy #axing #hemophilia A candidate from pipeline re $SGMO $PFE $BMRN Roche has been verypleased with how Spark has integrated with its parent company ROFL https://www.fiercebiotech.com/biotech/roche-loses-spark-gene-therapy-axing-hemophilia-candidate-axed-pipeline https://www.fiercebiotech.com/biotech/roche-loses-spark-gene-therapy-axing-hemophilia-candidate-axed-pipeline"  
[X Link](https://x.com/BiotechAnalysst/status/1684562803850625024)  2023-07-27T13:54Z [----] followers, [----] engagements


"that late $ONCE phase3 is the next roche cash burner Spark / Roche update on SPK-8011 looks bad #Hemophilia A -Two participants #lost all FVIII expression - #FVIII activity over time (mean [----] 7.3% of normal at 26-52 weeks versus [----] 7.2% of normal at [--] weeks -only 93% #ABR reduction - lots of AEs RE $BMRN $SGMO $PFE https://t.co/eTPvWvsETB Spark / Roche update on SPK-8011 looks bad #Hemophilia A -Two participants #lost all FVIII expression - #FVIII activity over time (mean [----] 7.3% of normal at 26-52 weeks versus [----] 7.2% of normal at [--] weeks -only 93% #ABR reduction - lots of AEs RE"  
[X Link](https://x.com/BiotechAnalysst/status/1684613947859533834)  2023-07-27T17:17Z [----] followers, [---] engagements


"WF think $BIIB Biogen's Reata $RETA deal will likely raise incremental #questions about prospects of #Zuranolone since most investors do not see the need for a near-term revenue product. As for Reata we think BIIB may be paying the full price at $7.3B"  
[X Link](https://x.com/BiotechAnalysst/status/1684924745324634113)  2023-07-28T13:52Z [----] followers, [----] engagements


"$BMRN Still #no patients treated with #Roctavian Management declined to quantify any US launch KPIs (e.g. sites activated consent forms received CDx tests performed etc.). Negotiations with German GKV still ongoing No update to the [--] CDx tests in Germany reported [--] month ago Mean ABR: FDA label calculated the mean reduction as 52% as compared to 80% reported by $BMRN FDA label more onerous than EMA label for Roctavian or FDA label for Hemegenix #liver #monitoring requirements WILL #EXCLUDE 85% OF ALL US HEMA PATIENTS https://t.co/PbeYrV346F Mean ABR: FDA label calculated the mean reduction"  
[X Link](https://x.com/BiotechAnalysst/status/1686357777877176320)  2023-08-01T12:46Z [----] followers, [----] engagements


"looks like no hemophilia Patient wants $BMRN Roctavian one can understand as they touted 85% and FDA said only 52% bleed reduction. they wonder what info Biomarin withheld in addition today $PFE highlighted $SGMO Hemophilia GT in earning slides patients waiting for $SGMO $BMRN Still #no patients treated with #Roctavian Management declined to quantify any US launch KPIs (e.g. sites activated consent forms received CDx tests performed etc.). Negotiations with German GKV still ongoing No update to the [--] CDx tests in Germany reported [--] month ago $BMRN Still #no patients treated with #Roctavian"  
[X Link](https://x.com/BiotechAnalysst/status/1686376978579111936)  2023-08-01T14:02Z [----] followers, [----] engagements


"what about the $BMRN wonder capsid for redosing . [--] years of nothing Goldman Sachs: $BMRN valrox is not a cure for hemophilia A identified a new capsid that will likely be compatible with patient re-dosing guided to $1-$3mn pricing range for valrox https://t.co/fIW7mKf4h9 Goldman Sachs: $BMRN valrox is not a cure for hemophilia A identified a new capsid that will likely be compatible with patient re-dosing guided to $1-$3mn pricing range for valrox https://t.co/fIW7mKf4h9"  
[X Link](https://x.com/BiotechAnalysst/status/1686388249483452418)  2023-08-01T14:47Z [----] followers, [---] engagements


"$BMRN not able to block a single patient yet with roctavian @dteb16 so $BMRN wants to get much as possible patients to treat fast with a not top product so they can block em for a better product available a few months later this realy sound unethicaly to me just imho @dteb16 so $BMRN wants to get much as possible patients to treat fast with a not top product so they can block em for a better product available a few months later this realy sound unethicaly to me just imho"  
[X Link](https://x.com/BiotechAnalysst/status/1686388487795462145)  2023-08-01T14:48Z [----] followers, [---] engagements


"$BMRN KOLs generally bearish on Roctavian uptake rates"  
[X Link](https://x.com/BiotechAnalysst/status/1686393345172733952)  2023-08-01T15:07Z [----] followers, [---] engagements


"$BMRN FULL FDA Approval History Letters Reviews and Related Documents - #ROCTAVIAN"  
[X Link](https://x.com/BiotechAnalysst/status/1686641422546444291)  2023-08-02T07:33Z [----] followers, [---] engagements


"highly unrealistic $BMRN would be able to even achieve the lower bound of the guidance range ($50M) Lifestyle commitments (setting aside time to attend follow-up appointments for monitoring of F8 + liver enzymes abstaining/limiting #alcohol use preventingpregnancy"  
[X Link](https://x.com/BiotechAnalysst/status/1686686140911243266)  2023-08-02T10:31Z [----] followers, [----] engagements


"$CRSP $VRTX announced yesterday that FDA plans to hold an #AdCom ahead of the 12/8 PDUFA. No details yet on potential topics of discussion but suspect the novel #MoA played a role in FDA decision to hold a mtg. It's not clear at this time if both #SCD & #TDT will be discussed"  
[X Link](https://x.com/BiotechAnalysst/status/1686787641117753353)  2023-08-02T17:14Z [----] followers, [--] engagements


"Kyverna Therapeutics a cell therapy startup backed by $GILD has extended a Series B round adding $60M to a financing that now totals $145M $REGN $ANZ $BMY are also investing in or partnering most advanced #Tregs is $SGMO has reached human testing"  
[X Link](https://x.com/BiotechAnalysst/status/1687077508477304832)  2023-08-03T12:26Z [----] followers, [----] engagements


"@biopharmacaster i think its $BMRN coverup and lying just imho"  
[X Link](https://x.com/BiotechAnalysst/status/1687424680460713984)  2023-08-04T11:26Z [----] followers, [---] engagements


"$VYGR -- $SGMO -- $LLY Truist particularly #amused by the licensing deal with $SGMO . $SGMO announced that $LLY entered into a Agreement for $SGMO's novel capsids Sequence of events and #parties #involved are #amusing to us at several #levels"  
[X Link](https://x.com/BiotechAnalysst/status/1687543705853468672)  2023-08-04T19:19Z [----] followers, [----] engagements


"Berenberg assumes $AFMD with a Buy rating Price Target $6"  
[X Link](https://x.com/BiotechAnalysst/status/1688841257001369601)  2023-08-08T09:15Z [----] followers, [----] engagements


"ok $LLY just buy $SGMO out with that obese cash WellsFargo $SGMO $LLY We view the deal with $LLY Prevail for SIFTER capsids as an incremental positive for $SGMO with potential for additional cash payments from license exercises and milestones https://t.co/7tkVZpTGmp WellsFargo $SGMO $LLY We view the deal with $LLY Prevail for SIFTER capsids as an incremental positive for $SGMO with potential for additional cash payments from license exercises and milestones https://t.co/7tkVZpTGmp"  
[X Link](https://x.com/BiotechAnalysst/status/1688911168788942848)  2023-08-08T13:52Z [----] followers, [----] engagements


"Jefferies $SGMO PT $8.00 %toPT+602% importantly based on the total feedback they don't anticipate needing to run a H2H vs ERT highlighted options w/ CAR-#Treg platform (mgmt noted pot'l for 'more direct investment' on call) interest in #Fabry/ #SCD monetization of $PFE(14-20%)"  
[X Link](https://x.com/BiotechAnalysst/status/1689287994983788545)  2023-08-09T14:50Z [----] followers, [----] engagements


"$SGMO says $PFE Hemo A on track #monetization of the #royalties an #option to extend cash"  
[X Link](https://x.com/BiotechAnalysst/status/1689290418658156545)  2023-08-09T14:59Z [----] followers, [----] engagements


"RBC $SGMO Regulatory Path Taking Shape For Fabry FDA is #not #asking for a H2H trial vs ERT $SGMO is eligible for up to $220m in remaining future #milestones and tiered #royalties of 14-20% from partner $PFE"  
[X Link](https://x.com/BiotechAnalysst/status/1689315940943458304)  2023-08-09T16:41Z [----] followers, [----] engagements


"$SGMO marketcap $180M trading at cash could have 3x Phase3 trials next year $220M $PFE milestone payment pending sickle cell to partner fabry to partner tregs to partner or spin out finto new company"  
[X Link](https://x.com/BiotechAnalysst/status/1689640269636153346)  2023-08-10T14:10Z [----] followers, [----] engagements


"TRUIST the Street underestimates the $SGMO pipeline & platform $VYGR allows to move more quickly in the clinic for prion disease its not "one-size-fits-all capsid" notes big pharma and big biotech are interested in the #TREGS space with $REGN $BMY $ANZ own editing;own GMP PT $7"  
[X Link](https://x.com/BiotechAnalysst/status/1691482555634135044)  2023-08-15T16:10Z [----] followers, [----] engagements


"M. Maeder from #Chroma speaking @ #CSHL2023 demonstrated they can combine different epigenetic modulators w different DNA-binding domains (dCas #ZFN TALEN) appears #orthogonal #systems are #required for simultaneous induction of different epigenetic edits at different genes $SGMO"  
[X Link](https://x.com/BiotechAnalysst/status/1692578102080160178)  2023-08-18T16:44Z [----] followers, [---] engagements


"#TIGIT $AGEN $BMY"  
[X Link](https://x.com/BiotechAnalysst/status/1694275170175766956)  2023-08-23T09:07Z [----] followers, [--] engagements


"$BMRN The first German #Roctavian patient is expected to be treated #next #week $BMRN plans to PR when the first Roctavian pt gets treated"  
[X Link](https://x.com/BiotechAnalysst/status/1694773606536839224)  2023-08-24T18:08Z [----] followers, [----] engagements


"$GILD thinks Roche SKYSCRAPER-01 data #validates #TIGIT pathway They expect scrutiny around checkpoint backbone performance noting the OS bar is [--] mos"  
[X Link](https://x.com/BiotechAnalysst/status/1694966572538835072)  2023-08-25T06:54Z [----] followers, [---] engagements


"$SGMO make that $140M Cap this morning"  
[X Link](https://x.com/BiotechAnalysst/status/1695086674189885714)  2023-08-25T14:52Z [----] followers, [----] engagements


"" $SGMO IR: 628-229-5312 Caileigh Dougherty Dir. Investor Relations ""  
[X Link](https://x.com/BiotechAnalysst/status/1695132913203896779)  2023-08-25T17:55Z [----] followers, [---] engagements


"$SGMO CEO says $PFE Talked to them just #last #week about #commercial #Hemophilia A GT #manufacturing continues to signal to SGMO that this is important program in rare disease portfolio Iterated $220m launch milestones plus 14-20% royalties"  
[X Link](https://x.com/BiotechAnalysst/status/1700151161775436126)  2023-09-08T14:16Z [----] followers, [----] engagements


"$SGMO $PFE Hemophilia A Pase3 GT trial AFFINE updated today looks like [--] patients doses and trial is fully dosed now $SGMO CEO says $PFE Talked to them just #last #week about #commercial #Hemophilia A GT #manufacturing continues to signal to SGMO that this is important program in rare disease portfolio Iterated $220m launch milestones plus 14-20% royalties $SGMO CEO says $PFE Talked to them just #last #week about #commercial #Hemophilia A GT #manufacturing continues to signal to SGMO that this is important program in rare disease portfolio Iterated $220m launch milestones plus 14-20%"  
[X Link](https://x.com/BiotechAnalysst/status/1701230015898058760)  2023-09-11T13:43Z [----] followers, [----] engagements


"Jacob still bashing on $AGEN meanwhile #Evaluate: clinical hold CRL and chapter [--] 🤣 RIP"  
[X Link](https://x.com/BiotechAnalysst/status/1701633507305341185)  2023-09-12T16:26Z [----] followers, [----] engagements


"$BMRN announced that the SM drug is #HDACi @obryanjf @BiotechAnalysst @evaluatevantage Just saw this interesting tidbit in an SVB note on $BMRN. What's the drug https://t.co/d71ZYAUX5G @obryanjf @BiotechAnalysst @evaluatevantage Just saw this interesting tidbit in an SVB note on $BMRN. What's the drug https://t.co/d71ZYAUX5G"  
[X Link](https://x.com/BiotechAnalysst/status/1701940221019897920)  2023-09-13T12:45Z [----] followers, [----] engagements


"$ALNY how might FDA walk back its negative conclusions on clinical meaningfulness"  
[X Link](https://x.com/BiotechAnalysst/status/1702205713995456635)  2023-09-14T06:20Z [----] followers, [----] engagements


"$AGEN $BMY Differentiated #TIGIT & CD96 #bispecific antibody in Oncology Data Next Year clinical development #acceleration"  
[X Link](https://x.com/BiotechAnalysst/status/1702322290464289117)  2023-09-14T14:03Z [----] followers, [----] engagements


"$BMY highlights $AGEN Bi- #TIGIT as Early Assets to Watch"  
[X Link](https://x.com/BiotechAnalysst/status/1702332648553918882)  2023-09-14T14:45Z [----] followers, [---] engagements


"latest week of data reflects the impact of the #shortened #holiday #week $XERS Gvoke [----] -20.2% $LLY Baqsimi [----] -22.4% $AMPH Glucagon (generic) [----] -22.3%"  
[X Link](https://x.com/BiotechAnalysst/status/1702669311540641975)  2023-09-15T13:02Z [----] followers, [----] engagements


"$BMY finally disclosed the $AGEN bispecific targets TIGIT and CD96"  
[X Link](https://x.com/BiotechAnalysst/status/1702713964226920957)  2023-09-15T16:00Z [----] followers, [----] engagements


"#Chroma Medicine Presents Data Showing Specific and #Durable #HBV #Silencing with Epigenetic Editors at the HBV International Meeting [----] $SGMO #cccDNA"  
[X Link](https://x.com/BiotechAnalysst/status/1704447842515890673)  2023-09-20T10:50Z [----] followers, [--] engagements


"$BMRN Roctavian's value-based purchasing now available on #CMS Net price set in the portal is based on execution of agreement between BioMarin and State Medicaid Program. The company's value based purchasing arrangement is now available for individual states to review"  
[X Link](https://x.com/BiotechAnalysst/status/1706334741614457067)  2023-09-25T15:47Z [----] followers, [---] engagements


"$XERS Gvoke [----] +15.9% $LLY Baqsimi [----] +7.2% only"  
[X Link](https://x.com/BiotechAnalysst/status/1706336975823810879)  2023-09-25T15:56Z [----] followers, [----] engagements


"Salim Syed MIZUHO CRISPR Therapeutics $CRSP A High ROIC Gene-Editing Platform: Chapter Three of a Potential Genentech-Like Story for Our Half-Century #Initiating #Coverage Buy $82 PT side note: $SGMO holds the #patent for CRISPR gene editing of BCL11A in #Sickle #Cell 👇"  
[X Link](https://x.com/BiotechAnalysst/status/1707045622853910876)  2023-09-27T14:52Z [----] followers, [----] engagements


"@mchilberg We spoke to $CRBU mgmt and they inform us that the $ABBV AbbVie termination was due to a change in #strategic focus and is not related to the data generated to date from the two preclinical assets. Thus this update does not change our thesis on CRBU heared that before -75%"  
[X Link](https://x.com/BiotechAnalysst/status/1707046790506148203)  2023-09-27T14:57Z [----] followers, [---] engagements


"$SGMO replay lots of between the lines news"  
[X Link](https://x.com/BiotechAnalysst/status/1707061653735354780)  2023-09-27T15:56Z [----] followers, [----] engagements


"$SNY $SGMO on #Tregs Sandy will be in france over the weekend #MS #IBD also option to partner initial data end of year $SGMO on #Tregs Sandy will be in france over the weekend #MS #IBD also option to partner initial data end of year"  
[X Link](https://x.com/BiotechAnalysst/status/1707074162626306286)  2023-09-27T16:46Z [----] followers, [---] engagements


"Raymond James $BMRN Initiating at Market #Perform: #Cautious on #Roctavian's Outlook & Few Near-Term Catalysts"  
[X Link](https://x.com/BiotechAnalysst/status/1707342003606860211)  2023-09-28T10:30Z [----] followers, [---] engagements


"@mehtamanal easy: accounting writeoff end of Quarter $9 x 6M shares writeoff smart accountant move reduces taxes :)"  
[X Link](https://x.com/BiotechAnalysst/status/1707627413176287523)  2023-09-29T05:24Z [----] followers, [--] engagements


"$BMRN Only #half of our patients sustained levels above 3% don't think it is worth pursuing #Roctavian at this time people #wait for the #next #version of gene therapy for hemophilia A $SGMO $PFE from Raymond James"  
[X Link](https://x.com/BiotechAnalysst/status/1707714701558227441)  2023-09-29T11:11Z [----] followers, [----] engagements


"$BMRN chart Shares are trading near the upper end of a declining price channel. Currently retesting the 10-/30-week WMAs. RS is improving/moving closer to positive territory. Add to positions on a confirmed downtrend reversal"  
[X Link](https://x.com/BiotechAnalysst/status/1707732929659429280)  2023-09-29T12:23Z [----] followers, [---] engagements


"@mchilberg BofA pretty bullish SGMO PT actually . now watching the rear mirrow"  
[X Link](https://x.com/BiotechAnalysst/status/1707752870173425947)  2023-09-29T13:43Z [----] followers, [--] engagements


"Jefferies spoke with $SGMO CEO - PT $8"  
[X Link](https://x.com/BiotechAnalysst/status/1707801297271890410)  2023-09-29T16:55Z [----] followers, [----] engagements


"Low Dose Important in Gene therapy. $bmrn too high Dose too $sgmo $pfe much lower dose Detailed case report in this week's @NEJM of a Duchenne Muscular Dystrophy patient who died after 1e14 vg/kg AAV9 gene therapy. Death on day [--] without any anti-AAV9 antibodies or T-cell reactivity. The paper is behind a pay-wall. https://t.co/4ZfK0MvW2B Detailed case report in this week's @NEJM of a Duchenne Muscular Dystrophy patient who died after 1e14 vg/kg AAV9 gene therapy. Death on day [--] without any anti-AAV9 antibodies or T-cell reactivity. The paper is behind a pay-wall. https://t.co/4ZfK0MvW2B"  
[X Link](https://x.com/BiotechAnalysst/status/1708428014495707613)  2023-10-01T10:25Z [----] followers, [----] engagements


"@ByMadeleineA @ApexOnco great to see you back in action maddie . ☺"  
[X Link](https://x.com/anyuser/status/1708789480109293710)  2023-10-02T10:22Z [--] followers, [---] engagements


"$SGMO now at $90M marketcap VS $180M cash #YOLO #ONCE_in_a_lifetime"  
[X Link](https://x.com/BiotechAnalysst/status/1709949638927901102)  2023-10-05T15:12Z [----] followers, [----] engagements


"BREAKING: $SGMO CEO #cancels our of meeting on the mesa appearance (is he still in Europe negotiating #Tregs spinout ( $RHHBY $NVS #transplantcompany ) $XBI #merger M&A"  
[X Link](https://x.com/BiotechAnalysst/status/1711627502764851209)  2023-10-10T06:19Z [----] followers, [----] engagements


"$BMRN "Dr. Sheth believes that in time there will be #better #gene #therapies so many patients will #wait." $SGMO $PFE"  
[X Link](https://x.com/BiotechAnalysst/status/1712007399177941312)  2023-10-11T07:29Z [----] followers, [----] engagements


"$XBI Biotechnology Inching Closer to #Capitulation Territory HC biotech funds saw $389M of net #outflows 7th consecutive week of outflows .totaled $2.8B YTD net fund flow now $11.9B in outflows #breadth #ratio [----] just above [---] that has served as #capitulation #signal"  
[X Link](https://x.com/BiotechAnalysst/status/1712717420018720990)  2023-10-13T06:30Z [----] followers, [----] engagements


"@ChEnected $SGMO #CRISPR23 Targeted Gene #Regulation in the #CNS Using Engineered Zinc Finger Protein Transcription Factors Andrew Young Sangamo Therapeutics october [--] #ZF_TF"  
[X Link](https://x.com/BiotechAnalysst/status/1712753181359264238)  2023-10-13T08:52Z [----] followers, [----] engagements


"$XERS #Raises year-end cash cash equivalents and short-term investment guidance from $55M-$65M to $65M-$70M has received a $6 million milestone payment from $AMGN may be entitled to receive development milestones regulatory milestones sales-based milestones and royalties"  
[X Link](https://x.com/BiotechAnalysst/status/1713881853789147184)  2023-10-16T11:37Z [----] followers, [----] engagements


"$ASMB cap 37M cash infusion 85M by $GILD"  
[X Link](https://x.com/BiotechAnalysst/status/1714235563962691916)  2023-10-17T11:03Z [----] followers, [----] engagements


"today at 12:55 $SGMO #CRISPR23 Targeted Gene #Regulation in the #CNS Using Engineered Zinc Finger Protein Transcription Factors Andrew Young Sangamo Therapeutics #ZF_TF"  
[X Link](https://x.com/BiotechAnalysst/status/1714637073603317963)  2023-10-18T13:38Z [----] followers, [----] engagements


"$XBI PIPER: Down But Not Out - Seven Fallen Angels to Own For the Eventual Biotech Recovery $ACRS $ALVR $ARWR $CYTK $DAWN $KYMR and $NRIX represent significant opportunities for value investing and would want to own for an biotech recovery"  
[X Link](https://x.com/BiotechAnalysst/status/1715324098434285638)  2023-10-20T11:08Z [----] followers, [----] engagements


"$XERS Gvoke [----] -0.2% $LLY Baqsimi [----] -2.7%"  
[X Link](https://x.com/BiotechAnalysst/status/1715362724983587282)  2023-10-20T13:41Z [----] followers, [----] engagements


"$SGMO Multiplex targeting of #immune #checkpoints with compactzinc finger repressors to #improve #antitumor activity of T cells #TIL s from CRLM patients were efficiently engineered with ZF-Rs targeting immune checkpoints"  
[X Link](https://x.com/BiotechAnalysst/status/1716791997103566974)  2023-10-24T12:21Z [----] followers, [----] engagements


"$GILD $KITE partnership"  
[X Link](https://x.com/BiotechAnalysst/status/1716817141486563691)  2023-10-24T14:01Z [----] followers, [----] engagements


"@RNAiAnalyst as they want to #spinout #Tregs (to Roche) these MS and Crohn programs are very important"  
[X Link](https://x.com/BiotechAnalysst/status/1716831926508798038)  2023-10-24T15:00Z [----] followers, [---] engagements


"$SGMO $PFE "DEBATE:Gene therapy: now or later" re #Roctavian: later"  
[X Link](https://x.com/BiotechAnalysst/status/1716864619317506499)  2023-10-24T17:09Z [----] followers, [----] engagements


"$XERS Rx's for #Gvoke were [-----] in 3Q23 up 54% compared to [-----] in 3Q22. As a point of reference Rx's for $LLY $AMPH #Baqsimi were [-----] in 3Q23 up 16% compared to [-----] in 3Q22"  
[X Link](https://x.com/BiotechAnalysst/status/1717049474395029977)  2023-10-25T05:24Z [----] followers, [----] engagements


"@MaxPowerNGS looks like $SNY is just an idiot company . down huge this mornings . on almost everything made wrong in the last years"  
[X Link](https://x.com/BiotechAnalysst/status/1717901063947157533)  2023-10-27T13:48Z [----] followers, [--] engagements


"$SNY down 18% on absolut incompetence in multiple acts"  
[X Link](https://x.com/BiotechAnalysst/status/1717901491590029767)  2023-10-27T13:50Z [----] followers, [----] engagements


"RE FDA safety concerns on $CRSP $VRTX Crispr"  
[X Link](https://x.com/BiotechAnalysst/status/1717928381721809114)  2023-10-27T15:36Z [----] followers, [----] engagements


"$CRSP $VRTX FDA's concern on off-target editing not clear if the sponsor's analysis has adequately assessed the potential of off-target editing #only [--] SCD patient samples were used (WHY )"  
[X Link](https://x.com/BiotechAnalysst/status/1718184469092294954)  2023-10-28T08:34Z [----] followers, [----] engagements


"$CRSP $VRTX new data is a #mixed bag FDA published briefing documents for the Exa-cel AdCom citing #offtarget editing as its #major #concern. The market shrugged"  
[X Link](https://x.com/BiotechAnalysst/status/1718186103369306427)  2023-10-28T08:41Z [----] followers, [----] engagements


"@BiomedicalRX"  
[X Link](https://x.com/BiotechAnalysst/status/1718926926734036998)  2023-10-30T09:44Z [----] followers, [--] engagements


"MS $SRPT Ph3 EMBARK study failed to meet the primary endpoint (NSAA) creating some near-term uncertainty but we believe benefits across multiple key functional secondary endpoint (TTR and 10MWR) regardless of age could potential support label expansionlower PT to $146"  
[X Link](https://x.com/BiotechAnalysst/status/1719243582337396785)  2023-10-31T06:43Z [----] followers, [----] engagements


"JPMorgan: We are #removing $SRPT Sarepta from the J.P. Morgan Analyst Focus List and Catalyst Watch due to the EMBARK data now having read out. (December [----] PT now #adjusted to $115 from $211 prior)"  
[X Link](https://x.com/BiotechAnalysst/status/1719243919525810208)  2023-10-31T06:44Z [----] followers, [----] engagements

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