#  @EliKorey Eli Korey Eli Korey posts on X about $ntla, $beam, $ntlas, $srpt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1428015373/interactions)  - [--] Week [-----] -71% - [--] Month [-----] +126% - [--] Months [------] +134% - [--] Year [------] +286% ### Mentions: [--] [#](/creator/twitter::1428015373/posts_active)  - [--] Month [--] +73% - [--] Months [---] +158% - [--] Year [---] +314% ### Followers: [---] [#](/creator/twitter::1428015373/followers)  - [--] Week [---] +0.86% - [--] Month [---] +5.40% - [--] Months [---] +24% - [--] Year [---] +63% ### CreatorRank: [---------] [#](/creator/twitter::1428015373/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 25.96% [finance](/list/finance) 20.19% [cryptocurrencies](/list/cryptocurrencies) 12.5% [social networks](/list/social-networks) 0.96% [technology brands](/list/technology-brands) 0.96% **Social topic influence** [$ntla](/topic/$ntla) #22, [$beam](/topic/$beam) #57, [$ntlas](/topic/$ntlas) #1, [$srpt](/topic/$srpt) 8.65%, [$arwr](/topic/$arwr) 7.69%, [$prme](/topic/$prme) #37, [imo](/topic/imo) 5.77%, [in the](/topic/in-the) 4.81%, [arwr](/topic/arwr) 4.81%, [law](/topic/law) 3.85% **Top accounts mentioned or mentioned by** [@geneinvesting](/creator/undefined) [@zhaoweiasu](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@3primeanalytica](/creator/undefined) [@rnaianalyst](/creator/undefined) [@amaymd](/creator/undefined) [@jefferies](/creator/undefined) [@klausmolle](/creator/undefined) [@devineni6](/creator/undefined) [@adamfeuersteins](/creator/undefined) [@andrewpaleogos](/creator/undefined) [@biowino](/creator/undefined) [@medstudentinvst](/creator/undefined) [@unsureoptimist](/creator/undefined) [@michaelmaiello](/creator/undefined) [@bicepcrypto](/creator/undefined) [@ash](/creator/undefined) **Top assets mentioned** [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [BEAM (BEAM)](/topic/$beam) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [uniQure N.V. (QURE)](/topic/$qure) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Novo-Nordisk (NVO)](/topic/$nvo) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [AllianceBernstein Holding, L.P. (AB)](/topic/alliancebernstein) [Sana Biotechnology, Inc. (SANA)](/topic/$sana) [Biogen Inc (BIIB)](/topic/$biib) [Novartis AG (NVS)](/topic/novartis) [Goldman Sachs (GS)](/topic/goldman-sachs) [Rambus Inc (RMBS)](/topic/$rmbs) [Micron Technology, Inc. (MU)](/topic/$mu) [Pfizer, Inc. (PFE)](/topic/$pfe) ### Top Social Posts Top posts by engagements in the last [--] hours "The safety event he is speaking of on $ntla's [----] CM program was 100% due to the drug. This trial patient experienced elevated liver enzymes to a level that triggered Hy's Law due to Ntla's drug Nex-z. While the patient's death was attributed to sepsis from a perforated ulcer" [X Link](https://x.com/anyuser/status/2014751828546596983) 2026-01-23T17:27Z [---] followers, [---] engagements "market by q2 of '28. The AATD market is another multibillion dollar revenues/year opportunity for $BEAM. While I agree that the arbitration with $prme could remove some of the shine of of BEAM's program [---] should still be wildly successful. By [----] Beam should be a 15-20B MC" [X Link](https://x.com/anyuser/status/2019808351409123542) 2026-02-06T16:20Z [---] followers, [---] engagements "I do not want to dismiss the seriousness of Hy's law being breached in the [--] yr old patient on $NTLA's ATTR CM p3 trial but if the cause of death was related to a perforated ulcer then this is good news for both CM and PN programs. They still need a mitigating strategy though" [X Link](https://x.com/anyuser/status/2009622049644536055) 2026-01-09T13:43Z [---] followers, [---] engagements "Listening to the $dyn JPM presentation I was struck by how confident the CEO was almost to the point of arrogance. Then I looked up his history as well as some of his executive team and it all became clear why" [X Link](https://x.com/anyuser/status/2011794557554274599) 2026-01-15T13:36Z [---] followers, [---] engagements "case of $ntla all the bad news was out. The stock pps already discounted the bad news. Those longs that wanted out sold when the negative news broke. Ignoring the market can be unwise and detrimental to your P&L. Bad news would have to come out for this stock to trade in the" [X Link](https://x.com/anyuser/status/2014427396556927242) 2026-01-22T19:58Z [---] followers, [---] engagements "single digits especially when the market is in a risk on environment. Their hope is that the FDA shuts down $ntla-2001. Unfortunately for them this "hope" has extremely long odds" [X Link](https://x.com/anyuser/status/2014427398037471375) 2026-01-22T19:58Z [---] followers, [---] engagements "There is an $ntla cheerleader who likes to call out others for making incorrect statements. Maybe he should call himself out for this completely false statement. "$NTLA has been hot in the sector as it rebounds for a safety event that turned out to not be from the drug."" [X Link](https://x.com/anyuser/status/2014751826629841408) 2026-01-23T17:27Z [---] followers, [---] engagements "Imo the recent sell off in $BEAM over 33% from recent highs was a gift for shareholders looking to add to an existing position or start a new one. 2.5B dollar market cap with 1.25B in cash with two best in class products that should be commercialized over the next 27-30 months" [X Link](https://x.com/anyuser/status/2019808345256046602) 2026-02-06T16:20Z [---] followers, [---] engagements "Last May when $NTLA reported an asymptomatic grade [--] elevated liver enzyme SAE the two Adams shouted for the company to shut down the program. So why the silence on $QURE's multiple asymptomatic grade [--] liver enzyme elevations in conjunction with weaker data compared to $SGMO" [X Link](https://x.com/anyuser/status/2019866378086543766) 2026-02-06T20:10Z [---] followers, [----] engagements "@zhaoweiasu $Beam has nothing to worry about with $WVE's AATD program. Those that want a one time gene editing treatment which shows superior efficacy will choose [---]. Beam's competition will come from $PRME but that will be a few years later assuming PRME wins the arbitration" [X Link](https://x.com/EliKorey/status/2018779851717554486) 2026-02-03T20:13Z [---] followers, [---] engagements "$Beam-101 risto-cel for SCD is set to become the preferred treatment in q4 of '27. Even if Vertex/crispr gets their manufacturing in order with Casgevy the market is big enough to support two players but then consider the efficacy superiority of Risto-cel over Casgevy" [X Link](https://x.com/EliKorey/status/2019808347055382679) 2026-02-06T16:20Z [---] followers, [--] engagements "$Beam's risto-cel will become the standard until the point comes when their in-vivo LNP SCD program proves itself in the clinic and ultimately gets approved. Then factor in the recent alignment with the FDA on Beam-302 AATD and the company could have a second product coming to" [X Link](https://x.com/anyuser/status/2019808349706154397) 2026-02-06T16:20Z [---] followers, [---] engagements "@RNAiAnalyst Last October I had suggested that $ALNY should use its elevated pps and kick the tires of $BEAM. Two things have happened since Alny's pps has declined significantly while Beam's AATD has been greenlit for a registrational trial. If Alny wants Beam now the price is higher" [X Link](https://x.com/EliKorey/status/2021980724757495927) 2026-02-12T16:12Z [---] followers, [---] engagements "If I was $ntla's BOD I would seriously consider a buyout off at $35-40 share if say $Regn made an overture. Even though the co has two very promising treatments they are [--] years & at least 1B of add'l funding away from commercialization. The current pps is funding restrictive" [X Link](https://x.com/EliKorey/status/1858893733288096228) 2024-11-19T15:22Z [---] followers, [----] engagements "There were several large liquidations in $NTLA by institutions but none larger than Deep Track Capital. They sold their entire 4.95M share stake in q4 and by the looks of it took a hefty loss of 30-50% on their capital" [X Link](https://x.com/EliKorey/status/1890535225630888376) 2025-02-14T22:54Z [--] followers, [---] engagements "$NTLA's end of [----] stats. 102M shares outstanding 21.6M shares short = 123.6M shares owned long. Breaking down the latter. 101M shares owned by institutions 2-3M shares insiders which means 20.5-21.5M shares owned by retail" [X Link](https://x.com/EliKorey/status/1890771232510919035) 2025-02-15T14:32Z [---] followers, [---] engagements "There were [--] institutions who I would consider large sellers over 500k shares of $NTLA in q4. The list: Deep Track 4.95m Federated Hermes 2.73M Alliancebernstein 1.928M Pictet Asset 1.395M FMR 1.086M Price T Rowe 543k Chevy Chase 522k and Woodline Partners 481k" [X Link](https://x.com/EliKorey/status/1890771234238992588) 2025-02-15T14:32Z [---] followers, [---] engagements "Interestingly though the % of institutional ownership actually increased in q4 for $NTLA by around 4.5M shares. Short interest in q4 increased by 6.5M shares in q4. It appears retail were net buyers in q4 to the tune of around 2M shares. The equity lost 33% in q4" [X Link](https://x.com/EliKorey/status/1890771235950272723) 2025-02-15T14:32Z [--] followers, [--] engagements "@GeneInvesting @devineni6 It sounded to me that the company is going to partner on ATTR CM which may also include PN. But they may choose to keep the latter due to the market size" [X Link](https://x.com/EliKorey/status/1923095985720348812) 2025-05-15T19:19Z [---] followers, [--] engagements "@GeneInvesting I sold some shares in NTLA in 13-14 range not because I do not believe the stock will be higher in a year but to take some profits and possibly rebuy lower. I wish I had sold more. I did rebuy the sold shares on the close yesterday. I had hoped 12.30-12.50 would be support" [X Link](https://x.com/EliKorey/status/1951024678845186559) 2025-07-31T20:58Z [---] followers, [--] engagements "The $SRPT $ARWR transaction announced yesterday was interesting. On the $100M milestone payment Sarepta owed Arrow Arrow accepted the return of $50M of its own stock that Sarepta had bought @$27.25 as part of the $325M equity stake from their announced deal in Nov '24. To me" [X Link](https://x.com/EliKorey/status/1955983906185826498) 2025-08-14T13:24Z [---] followers, [---] engagements "$ARWR accepting the return of their own stock as partial payment is an indication that management feels the price of its stock is significantly undervalued. As a shareholder I agree and like this move by management. As far as $SRPT taking a 30% hit on their investment in less" [X Link](https://x.com/EliKorey/status/1955983907737719286) 2025-08-14T13:24Z [---] followers, [---] engagements "than [--] months says the company is still extremely worried about how the deaths on Elevidys will enfold in terms of regulatory and market dynamics. I am sure this move is simply $SRPT's management being ultra conservative as their #1 goal is having the financial flexibility to" [X Link](https://x.com/EliKorey/status/1955983909386105278) 2025-08-14T13:24Z [---] followers, [---] engagements "get through this company jeopardizing event. I am a little bit surprised $SRPT is not down lower in price premarket 1.5-2%. Equally surprising is that $ARWR is down 5-6% premarket. Again for me ARWR accepting their stock is a big statement. I sold some stock yesterday in" [X Link](https://x.com/EliKorey/status/1955983910946455839) 2025-08-14T13:24Z [---] followers, [---] engagements "both companies and will look to buy back the $ARWR shares I sold on weakness today. On $SRPT I plan on waiting. I am expecting q3 will be the low point in revenues plus the company through its actions is telling me that maybe I was a bit too bullish with all the uncertainty" [X Link](https://x.com/EliKorey/status/1955983912544428394) 2025-08-14T13:24Z [---] followers, [---] engagements "@GeneInvesting It is the Gilead Harvoni dilemma. On treatments that cure the company reaches a point that the existing patient pool is largely tapped out which leaves future revenues based on the rate of incidence for that disease" [X Link](https://x.com/EliKorey/status/1957515970848694528) 2025-08-18T18:52Z [---] followers, [---] engagements "@GeneInvesting Risk is in the eye of the beholder. You do not see significant risk so you believe the stock should be trading [--] [--] or [--] dollars right now. I do believe the stock should be closer to $20 but I cannot ignore the risks of which just one could potentially derail the story" [X Link](https://x.com/EliKorey/status/1958926216158663047) 2025-08-22T16:16Z [---] followers, [--] engagements "$NTLA An argument I hear or read about is that I should not invest in biotech XYZ as it is a one trick pony. This ignores the history and evolution of many successful biotech companies. What would Amgen have been without Epogen Celgene without Revlimid Biogen to a lesser extent" [X Link](https://x.com/EliKorey/status/1962120202272887268) 2025-08-31T11:48Z [---] followers, [---] engagements "@GeneInvesting $BEAM also appears to be no longer presenting. That makes more sense than $NTLA dropping out since Beam presented to HCW in early September. I hope the reason NTLA dropped out was due to data coming up in [--] weeks and not a safety concern" [X Link](https://x.com/EliKorey/status/1978082760859300222) 2025-10-14T12:57Z [--] followers, [---] engagements "@GeneInvesting while the nuclear winter in biotech seems to be in the rear view mirror investors need to be careful to not get caught up in frothy price action. Example. $SANA spiking up over 20% in one day not due to news but a hedge fund making a 100x ROI call" [X Link](https://x.com/EliKorey/status/1979220588448153860) 2025-10-17T16:18Z [--] followers, [---] engagements "Every time I look at $alny I wonder if they are going to make the same mistake as $biib not using their elevated MC as currency for M&A. Granted alny's internal R&D is far superior to BIIB at anytime but competition is coming. Go attempt to buy $beam for 6-8B dollars" [X Link](https://x.com/EliKorey/status/1980671606923084012) 2025-10-21T16:24Z [--] followers, [---] engagements "Imo the info of this patient in the nex-z trial who is experiencing a liver reaction was not as bad as I expected. We did get a comment from the CEO that indicates the upcoming data is going to be very good in their eyes. More info will follow as to this patient but as to $ntla" [X Link](https://x.com/EliKorey/status/1982797532896903654) 2025-10-27T13:12Z [---] followers, [---] engagements "Today we have a serious safety narrative for $NTLA with Hy's law being breached. But does the narrative get turned on its head risk/reward if in two weeks the company reports not just stabilization but improvement in patients' ATTR cm condition" [X Link](https://x.com/EliKorey/status/1982847637775659172) 2025-10-27T16:31Z [---] followers, [---] engagements "@adamfeuersteins article on $ntla is laughable. In particular when he states that investors are not understanding the existential setback Intellia is experiencing. Why is that Adam Because the stock price did not drop enough in your opinion Are you a financial analyst" [X Link](https://x.com/EliKorey/status/1982943914295546121) 2025-10-27T22:54Z [--] followers, [---] engagements "@adamfeuerstein is also wrong when he stated that the FDA pulls drugs that have caused liver injury/failure. Apparently Adam has chosen to ignore Novartis sma drug which also competes against biogen/ionis drug spinraza. $ntla is not on its death bed yet Adam despite your bias" [X Link](https://x.com/EliKorey/status/1982943916828832233) 2025-10-27T22:54Z [--] followers, [---] engagements "Should anyone be surprised that @adamfeuerstein thinks $ntla should shut its doors and return the leftover cash to shareholders considering the level of short investors currently in the name" [X Link](https://x.com/EliKorey/status/1982959393189646719) 2025-10-27T23:55Z [---] followers, [----] engagements "@3primeAnalytica agree with much. As to the bears of course they are spiking the ball based on this Hy's Law. Did anyone expect they would be more bullish based on this news Plus they are rubbing it in the face of a certain X poster who lacks humility and is a narcissist. More info needed $NTLA" [X Link](https://x.com/EliKorey/status/1983487669343773015) 2025-10-29T10:54Z [--] followers, [---] engagements "@A_May_MD You are biased and may not be identifying that the market anticipated this recent case based on the May event. Also as I am sure you are away biotech is out of the doghouse and investors risk tolerance has increased. There is no rule that a biotech should trade at cash levels" [X Link](https://x.com/EliKorey/status/1983932858121994705) 2025-10-30T16:23Z [---] followers, [---] engagements "@andrewpaleogos @BioWino They are not going to raise prior to data being release in the next [--] days. They may also choose to wait until the clinical hold is lifted. SGMO has to raise money because they have no choice due to having less than [--] qtr of cash on hand" [X Link](https://x.com/EliKorey/status/1983980403599012336) 2025-10-30T19:32Z [---] followers, [--] engagements "The one troubling aspect of $ntla is the perception that management has not taken the elevated liver enzymes maybe as seriously as they should. They had [--] asymptomatic case @ 80mg in p1 at day [--] they had another asymptomatic case at 55mg at day [--] peaking at day [--]. Mgmt should" [X Link](https://x.com/EliKorey/status/1984266124897452255) 2025-10-31T14:28Z [---] followers, [---] engagements "@A_May_MD what a baffling rant. Biotech co's should not try and improve upon existing treatments or else. Maybe Adam should put a call into $ALNY's mgmt team and tell them that they are wasting their time with nucresiran since there are already "excellent existing treatment alternatives"" [X Link](https://x.com/EliKorey/status/1984285424462831825) 2025-10-31T15:44Z [---] followers, [---] engagements "Despite anticipating that q3 for Sarepta was going to be an ugly call. I have to say they exceeded my expectations. There is nothing ever clean in dealing with $SRPT. Everything is an excuse or has a caveat which does nothing to reduce uncertainty and risk. Based on their data" [X Link](https://x.com/EliKorey/status/1985686809234284601) 2025-11-04T12:33Z [---] followers, [---] engagements "how can anyone feel confident especially after what happened to $QURE with the FDA. Is Prasad going to take another run at this company because they give him plenty of ammo or is the threat of Loomer and the DMD community a big enough deterrent. This stock was always a [----] play" [X Link](https://x.com/EliKorey/status/1985686811507900718) 2025-11-04T12:33Z [---] followers, [---] engagements "but will the uncertainty increasing not decreasing anything but a small speculative position in the low teens seems unwise especially when there are much better places to park your money. I will say what I said before as it was apparent the future in $SRPT centered around their" [X Link](https://x.com/EliKorey/status/1985686813189530092) 2025-11-04T12:33Z [---] followers, [---] engagements "4 new programs.why not simply buy $ARWR and avoid the uncertainty of $SRPT. I so want to believe that $SRPT will be able to turn it around but after the earnings CC I am a little less convinced" [X Link](https://x.com/EliKorey/status/1985686814724698256) 2025-11-04T12:33Z [---] followers, [---] engagements "I know it is easy to second guess but I question why $BHVN had not proactively raised capital and or reorg'ed based on the views of Prasad. What the FDA did was BS imo but the company seemed to take approval for granted. Now the company is in a fire drill having to lay off a lot" [X Link](https://x.com/EliKorey/status/1986053784032641493) 2025-11-05T12:51Z [---] followers, [---] engagements "more good people as they prioritize their focus in order to survive. While I agree that the FDA(Prasad) owns plenty of blame by shifting the goalpost management at $BHVN does share some blame" [X Link](https://x.com/EliKorey/status/1986053785907507491) 2025-11-05T12:51Z [---] followers, [---] engagements "@medstudentinvst Interesting response but lets be honest. Many know who or what Anthony is. But you claim to be a med student come on now" [X Link](https://x.com/EliKorey/status/1986205802567213522) 2025-11-05T22:55Z [---] followers, [--] engagements "@3primeAnalytica You are wasting your time responding to Tony. He is a narcissist who believes he knows more than anyone else in crispr or GT investing. He is down over 60% on Intellia but if you were to ask him he would tell you he has gotten everything right. It would be funny if it wasn't sad" [X Link](https://x.com/EliKorey/status/1986542193998184735) 2025-11-06T21:12Z [---] followers, [--] engagements "A few comments on $NTLA: it is sad that this patient passed away. We still have very little information in regards to this patient so bullish investors being even slightly dismissive because this patient had comorbidities are unwise because a greater majority of ATTR CM patients" [X Link](https://x.com/EliKorey/status/1986554026973163970) 2025-11-06T21:59Z [---] followers, [---] engagements "suffer from comorbidities. The bearish investors saying that $NTLA should be shut down are equally foolish. We have no idea at this time as to the cause(s) of this patient. Citing that there are other treatments as a reason that there is zero need for NTLA is silly. Is anyone" [X Link](https://x.com/EliKorey/status/1986554028873162972) 2025-11-06T21:59Z [---] followers, [---] engagements "telling ALNY to stop investigating nucresiran because they as well as BBIO IONS etc. have a current treatment. This is a big setback for NTLA but imo they will persevere. I have zero idea where the pps will settle out tomorrow but making the comment that it should trade below" [X Link](https://x.com/EliKorey/status/1986554031162990832) 2025-11-06T21:59Z [---] followers, [---] engagements "$srpt $ntla https://www.chla.org/blog/experts/care-innovation/chla-expands-safety-protocol-elevidys-gene-therapy https://www.chla.org/blog/experts/care-innovation/chla-expands-safety-protocol-elevidys-gene-therapy" [X Link](https://x.com/EliKorey/status/1986642549516181573) 2025-11-07T03:51Z [---] followers, [---] engagements "Every once in awhile you spot obvious price distortion. It was the case on Monday with $QURE April call options. In [--] trading days the calls I sold have dropped over 70% in price while the equity price is largely flat at the time I sold" [X Link](https://x.com/EliKorey/status/1986803396666445935) 2025-11-07T14:30Z [---] followers, [---] engagements "While it is disappointing at the muted price appreciation on $NTLA following nothing less than spectacular HAE data no one should be surprised considering the uncertainty and overhang on this stock with their clinically held programs. While I believe Lonzo-z is worth $25-30" [X Link](https://x.com/EliKorey/status/1987857634456633643) 2025-11-10T12:19Z [---] followers, [---] engagements "it does not mean that the stock is going to reflect this considering the co is 18-20 months from commercialization which includes risks. I consider Lonvo largely de-risked which imo raises the floor for $NTLA. I do not buy the short thesis that the Hy's case is a platform killer" [X Link](https://x.com/EliKorey/status/1987857636256018505) 2025-11-10T12:19Z [---] followers, [---] engagements "Investors should be cautious in believing that $NTLA clinical hold will be released any time soon. The FDA issued a clinical hold on Oct 29th. The FDA has [--] day to sent a letter to NTLA. Once Ntla has received this letter they will then understand what is required in order" [X Link](https://x.com/EliKorey/status/1988659204375400800) 2025-11-12T17:24Z [---] followers, [---] engagements "to send a complete response back to the FDA. This complete response can be short or lengthy in terms of day weeks months. Once $NTLA has sent their CR to the FDA the latter then has [--] days to respond. On average most clinical holds last 4-6 months. I find it highly unlikely" [X Link](https://x.com/EliKorey/status/1988659206254432540) 2025-11-12T17:24Z [---] followers, [---] engagements "that $NTLA's [--] p3 trials will see a lift of the clinical hold by year end. My base case is by the middle to end of Q1'26" [X Link](https://x.com/EliKorey/status/1988659208049553834) 2025-11-12T17:24Z [---] followers, [---] engagements "@unsureoptimist I do not believe so as the RMAT's purpose is not to speed up development when a clinical hold occurs due to safety concerns. Increased interaction available under RMAT does not necessarily translate to increased speed especially in this case where the onus largely falls upon ntla" [X Link](https://x.com/EliKorey/status/1988697792110567847) 2025-11-12T19:57Z [---] followers, [--] engagements "Long term still bullish on $ARWR but considering the tripling from the lows this year and the lack of meaningful catalysts in the near term after receiving approval today feels like the stock is going to be range bound for a bit. consolidating all the gains" [X Link](https://x.com/EliKorey/status/1990875470057943210) 2025-11-18T20:11Z [---] followers, [---] engagements "Interesting fireside chat for $prme at Jefferies. Not from the standpoint that anything new was presented but in terms of their CEO for the first time that I can recall really throwing shade towards their competitors. I also got the impression that he was a bit annoyed" [X Link](https://x.com/EliKorey/status/1991141206634426850) 2025-11-19T13:47Z [---] followers, [---] engagements "$Beam @Jefferies commented on the recent patient death on $NTLA's Nex-z trial. According to their initial analysis they believe the issue is linked to a combination of nuclease use and that particular edit" [X Link](https://x.com/EliKorey/status/1991196131561238983) 2025-11-19T17:25Z [---] followers, [---] engagements "The $beam fire side chat @Jefferies is well worth a listen. Appears the company is going to pursue AA with the FDA on Beam-302 based on biomarker data ie. levels of M & Z. Beam feels that a registrational trial of 50-100 patients could suffice & that sufficient biomarker data" [X Link](https://x.com/EliKorey/status/1991198689788830025) 2025-11-19T17:35Z [---] followers, [---] engagements "could be collected after only 3-6 months to support conditional AA. With $beam reporting [---] data in q1 sometime after JPM I would imagine the company will know by the end of q2 if the FDA agrees with their AA path. If this is the case commercialization could occur in '28" [X Link](https://x.com/EliKorey/status/1991198691445629015) 2025-11-19T17:35Z [---] followers, [--] engagements "There is an inaccuracy that continues to be told by certain $ntla X bulls. This revolves around the # of patients that were dosed. The [----] p3 is a 2:1 nex-z to placebo trial. You cannot count the number of patients who have only received a placebo in drug administered bucket" [X Link](https://x.com/EliKorey/status/1991606024869228842) 2025-11-20T20:34Z [---] followers, [---] engagements "$ARWR said on their TD Cowens webcast yesterday that they expected data on INHBE and ALK7 in the first week of Jan but the latter would have limited data compared to the former as the ALK7 program started by months after INHBE. TBH I am more interested in the ALK7 data. It" [X Link](https://x.com/EliKorey/status/1993322192138879136) 2025-11-25T14:13Z [---] followers, [---] engagements "looks like it will be q2 before $ARWR will present more substantial ALK7 data" [X Link](https://x.com/EliKorey/status/1993322194244370577) 2025-11-25T14:13Z [---] followers, [---] engagements "With the news that the FDA and $SRPT have agreed on a path forward for the non-ambulatory DMD population you would think this news would also translate on the $NTLA situation" [X Link](https://x.com/EliKorey/status/1993352887477420150) 2025-11-25T16:15Z [---] followers, [---] engagements "Things that make you go hmmm: GS biotech analyst has been bearish on $NTLA all year rating of sell from neutral and pt $9 since Feb '25. The PT was lowered to $8 while keeping the sell rating in May '25. Yet the Goldman Sachs Group has been increasing its stake all year and" [X Link](https://x.com/EliKorey/status/1994042011868123412) 2025-11-27T13:53Z [---] followers, [----] engagements "recently filed a 13g as their stake in $NTLA climbed to 5.1%. They owned 5.497M shares as of 9/30. Obviously their current stake could have changed significantly due to the events that occurred in Oct but the irony between the firm's analyst and investment arm is interesting" [X Link](https://x.com/EliKorey/status/1994042013709422869) 2025-11-27T13:53Z [---] followers, [---] engagements "@zhaoweiasu It may be a knock off of prime editing but Tessera will be in the clinic at least [--] months prior to $PRME assuming Prime wins their arb battle with $BEAM. Maybe $regn believes it can not only box out $prme but offer a superior solution to $beam" [X Link](https://x.com/EliKorey/status/1995580164978475471) 2025-12-01T19:46Z [---] followers, [---] engagements "@zhaoweiasu My POV is from the standpoint of being a $regn investor. Since Tessera is private I have little to no care as to their reason of why now to partner this asset. I agree that Tessera/regn are significantly behind $beam" [X Link](https://x.com/EliKorey/status/1995585093428252954) 2025-12-01T20:05Z [---] followers, [---] engagements "@3primeAnalytica @GeneInvesting I guarantee that $REGN's patient lawyers looked into this issue. Bottom line no one knows if $prme will be ultimately victorious if someday they decide to sue Tessera on patent infringement. Courts/juries are a crap shoot. Ask $rmbs investors how they felt when they lost to $MU" [X Link](https://x.com/EliKorey/status/1995596600249647330) 2025-12-01T20:51Z [---] followers, [---] engagements "@3primeAnalytica @GeneInvesting Exactly. $prme will be at least [--] years behind $beam and at least [--] months behind Tessera/$regn. They could be in a box and needing the courts to help them in ultimately competing in this ever growing crowded indication" [X Link](https://x.com/EliKorey/status/1995598212917592252) 2025-12-01T20:57Z [---] followers, [---] engagements "If you believed that things could not get worse at the FDA comes the news tonight that Hoeg will lead CDER replacing the retiring Pradzur" [X Link](https://x.com/EliKorey/status/1996379642077516162) 2025-12-04T00:42Z [---] followers, [---] engagements "@MichaelMaiello @Bicep_crypto If the FDA did deliver the clinical hold letter on the 30th day following initial communication of such action then $NTLA has until the end of today to file an 8k" [X Link](https://x.com/EliKorey/status/1996595095932481663) 2025-12-04T14:59Z [---] followers, [---] engagements "With the FDA stating that the standard will now be only [--] pivotal trial required for approval will $ntla look to file a BLA on Lonvo-z based on their phase [--] data instead of waiting until after p3 data in 1h '26. They could shave [--] months from their timeline" [X Link](https://x.com/EliKorey/status/1996610445373743372) 2025-12-04T16:00Z [---] followers, [---] engagements "If we do not see an 8k from $NTLA by the end of today The FDA will have missed their [--] day requirement. Then the obvious question will be. how much of a delay will occur Did the govt shutdown cause the delay or simply the chaos with this current FDA" [X Link](https://x.com/EliKorey/status/1996956957245059171) 2025-12-05T14:56Z [---] followers, [---] engagements "$BEAM dosed the first patient in their beam-302 trial for AATD on June 26th [----]. $PRME will be lucky to dose their first patient by the end of q3 of [----] assuming the win in arbitration. Two years behind is not my definition of being "not that far behind"" [X Link](https://x.com/EliKorey/status/1997044225918357866) 2025-12-05T20:43Z [---] followers, [---] engagements "@RNAiAnalyst really interesting data by $WVE. The lean muscle gain was a bit of a surprise. Need to see longer term data in '26 to see if this holds up. Wve-007 paired with zepbound or wegovy would be interesting but wve-007 could be a long term maintenance drug by itself" [X Link](https://x.com/EliKorey/status/1998015219499475345) 2025-12-08T13:02Z [---] followers, [---] engagements "If $ARWR's upcoming INHBE data in January confirms what we just saw reported by $WVE I wonder how quickly big pharma might move in. We all know that $PFE and $NVO are a bit desperate" [X Link](https://x.com/EliKorey/status/1998020335652991384) 2025-12-08T13:22Z [---] followers, [---] engagements "The warm reception many biotech companies are receiving on capital raises is a far cry from the last few years. This brings me to $NTLA granted the unfortunate SAE killed any chance of them raising funds following the outstanding data on ATTR and HAE but let's be honest" [X Link](https://x.com/EliKorey/status/1998406595701621199) 2025-12-09T14:57Z [---] followers, [---] engagements "$NTLA pounded the ATM in q3 prior to the SAE and data release at an average price just over $11. Still head scratching to me. I am expecting that in the first few weeks of q4 prior to the SAE NTLA hit the ATM again with the pps north of $20. If the company chose not to hit the" [X Link](https://x.com/EliKorey/status/1998406597123449280) 2025-12-09T14:57Z [---] followers, [---] engagements "ATM in that time period at a pps double what they sold in q3 I will really question the decision making of the BOD including the CEO. I still like the prospects of $NTLA especially HAE but there are red flags popping up here and there that make me uncomfortable" [X Link](https://x.com/EliKorey/status/1998406598499197007) 2025-12-09T14:57Z [---] followers, [---] engagements "No one should be surprised that the shorts are pressing their bets on $NTLA. The only near term catalyst will be the removal of a negative clinical hold. And while this removal will cause a pop in the stock price it is unlikely to cause the stock to go back into the 20's in the" [X Link](https://x.com/EliKorey/status/1998762967974969516) 2025-12-10T14:33Z [---] followers, [---] engagements "short term. Between yr end tax loss selling lack of catalysts & the cost of borrow being almost [--] short investors seem emboldened in pressing their bets. Plus the cost to hedge shorts through options is not expensive. Even at 44M $NTLA shares are still available to short" [X Link](https://x.com/EliKorey/status/1998762969879163107) 2025-12-10T14:33Z [---] followers, [---] engagements "No one had QE on their bingo card for this FED meeting. How soon does the market reverse to the negative as investors start looking around for scurrying cockroaches. Is Powell making a play to be renominated as Fed Chief lol. The Cheetoh is going to fire off a positive tweet" [X Link](https://x.com/EliKorey/status/1998838167231775065) 2025-12-10T19:32Z [---] followers, [---] engagements "$NTLA JNJ reported outstanding data @ASH on their combination therapy for 2nd line defense in relapsed MM. Why do I mention this.because @adamfeuerstein highlighted the data on Stat's podcast this week. Now considering there were TEAE deaths in the trials and JNJ enacted" [X Link](https://x.com/EliKorey/status/1999549447416479791) 2025-12-12T18:38Z [---] followers, [---] engagements "mitigating strategies in order to reduce serious infections I was waiting for Adam to shout that the program should be shut down but not a peep. There are lots of drugs in the MM space so I am wondering why Adam did not come down on JNJ's program like he did with $NTLA's ATTR" [X Link](https://x.com/EliKorey/status/1999549448997715976) 2025-12-12T18:38Z [---] followers, [---] engagements "program where [--] patient passed away after a Hy's Law SAE occurred. @adamfeuerstein called for $NTLA to close its doors and return the cash on hand to investors because a program with zero mitigating strategies experienced a patient death. Sounds like biased journalism to me" [X Link](https://x.com/EliKorey/status/1999549450570645993) 2025-12-12T18:38Z [---] followers, [---] engagements "Some investors look at the amount of positions a company is hiring as an indication of improving or optimistic fundamentals going forward. Unfortunately the correlation between job openings and future pps appreciation is not strong. $ntla" [X Link](https://x.com/EliKorey/status/2001647951366754423) 2025-12-18T13:37Z [---] followers, [---] engagements "It has become apparent that $ntla does not plan on filing an 8k following receipt of the FDA clinical hold letter due to their belief that their 8k filing following the FDA's verbal notification satisfied their regulatory requirement. The disappointing aspect of this decision is" [X Link](https://x.com/EliKorey/status/2001650644630061380) 2025-12-18T13:47Z [---] followers, [----] engagements "that it does not reduce the uncertainty for investors. Investors have no idea whether $NTLA has received the letter and is working on a response or is still waiting on the hold letter. How about a little transparency Is it burdensome to issue a PR stating we received the letter" [X Link](https://x.com/EliKorey/status/2001650646379069758) 2025-12-18T13:47Z [---] followers, [---] engagements "Strong move my $BMRN in buying $FOLD but damn that is quite a bit of debt that will be on the books. Feels like a binary move. if the move does not work out welcome to zombieland" [X Link](https://x.com/EliKorey/status/2002040736628277719) 2025-12-19T15:38Z [---] followers, [--] engagements "If $WVE is going to be bought out for their wve-007 program $NVO is most likely at the front of the line" [X Link](https://x.com/EliKorey/status/2008539045123813506) 2026-01-06T13:59Z [---] followers, [---] engagements "Why $NTLA's equity has not reacted more favorably to the news that the patient's death was not drug related imo is because it does not remove the fact that this patient breached Hy's Law and that some patients might experience elevated enzymes. An agreed mitigation plan is needed" [X Link](https://x.com/anyuser/status/2009665372677697572) 2026-01-09T16:35Z [---] followers, [---] engagements "The short investors who believe they are smarter than the market tend to not last in the long run. If you were shorting $ntla at $10 these folks were probably averaging their short position at $13 $14 & $15 while praying at the same time the stock has bad news soon. But in the" [X Link](https://x.com/EliKorey/status/2014427394627543263) 2026-01-22T19:58Z [---] followers, [---] engagements "the fact is that $NTLA's drug potentially indirectly caused the patient's death. If the patient did not breach hy's law it is unlikely he would have been treated with steroids which then resulted in this patient suffering from a perforation in his duodenal ulcer" [X Link](https://x.com/anyuser/status/2014751830614450356) 2026-01-23T17:27Z [---] followers, [---] engagements "It is great to see the clinical hold lifted on $NTLA's ATTR PN trial but I have two big questions. 1) What are the other mitigating measures other than "that include enhanced safety monitoring of liver laboratory tests". 2) Why no agreement yet on ATTR CM when it is the same drug" [X Link](https://x.com/anyuser/status/2016143859902709977) 2026-01-27T13:38Z [---] followers, [---] engagements "with the FDA releasing the clinical hold on their ATTR PN trial it is just a matter of time before the CM trial is released. $NTLA" [X Link](https://x.com/anyuser/status/2016149102254309430) 2026-01-27T13:59Z [---] followers, [---] engagements "@KlausMolle A 3mo delay has already occurred. $NTLA cannot wave a wand & by next week have enrolled another [--] patients. Takes time to ramp up a trial from being on hold. From today imo it is going to take an additional 3-6 mos to enroll & dose [--] more patients which = 6-9mos delay in total" [X Link](https://x.com/EliKorey/status/2016189006493409754) 2026-01-27T16:38Z [---] followers, [--] engagements "@KlausMolle I stand by my statement. $NTLA was on average enrolling & dosing [--] PN pts/month prior to being put on hold. Based on [--] remaining patients this average suggests a tad over [--] months. How quickly the site locations get up & running will determine [--] vs 9mo total delay" [X Link](https://x.com/EliKorey/status/2016192865974558900) 2026-01-27T16:53Z [---] followers, [---] engagements "In regards to $NTLA's Nex-z program for ATTR-PN the clinical hold plus the increase in the size of the trial from [--] to [--] imo will result in a 6-9mo delay from the original BLA planned submission timeline" [X Link](https://x.com/anyuser/status/2016145219515818006) 2026-01-27T13:44Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@EliKorey Eli Korey
Eli Korey posts on X about $ntla, $beam, $ntlas, $srpt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -71%
- [--] Month [-----] +126%
- [--] Months [------] +134%
- [--] Year [------] +286%
Mentions: [--] #
- [--] Month [--] +73%
- [--] Months [---] +158%
- [--] Year [---] +314%
Followers: [---] #
- [--] Week [---] +0.86%
- [--] Month [---] +5.40%
- [--] Months [---] +24%
- [--] Year [---] +63%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 25.96% finance 20.19% cryptocurrencies 12.5% social networks 0.96% technology brands 0.96%
Social topic influence $ntla #22, $beam #57, $ntlas #1, $srpt 8.65%, $arwr 7.69%, $prme #37, imo 5.77%, in the 4.81%, arwr 4.81%, law 3.85%
Top accounts mentioned or mentioned by @geneinvesting @zhaoweiasu @adamfeuerstein @3primeanalytica @rnaianalyst @amaymd @jefferies @klausmolle @devineni6 @adamfeuersteins @andrewpaleogos @biowino @medstudentinvst @unsureoptimist @michaelmaiello @bicepcrypto @ash
Top assets mentioned Intellia Therapeutics, Inc (NTLA) BEAM (BEAM) Sarepta Therapeutics, Inc. (SRPT) Arrowhead Research Corporation (ARWR) Prime Medicine, Inc. (PRME) Regeneron Pharmaceuticals Inc (REGN) Wave Life Sciences Ltd. Ordinary Shares (WVE) Alnylam Pharmaceuticals, Inc. (ALNY) uniQure N.V. (QURE) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Novo-Nordisk (NVO) Dyne Therapeutics, Inc. (DYN) AllianceBernstein Holding, L.P. (AB) Sana Biotechnology, Inc. (SANA) Biogen Inc (BIIB) Novartis AG (NVS) Goldman Sachs (GS) Rambus Inc (RMBS) Micron Technology, Inc. (MU) Pfizer, Inc. (PFE)
Top Social Posts
Top posts by engagements in the last [--] hours
"The safety event he is speaking of on $ntla's [----] CM program was 100% due to the drug. This trial patient experienced elevated liver enzymes to a level that triggered Hy's Law due to Ntla's drug Nex-z. While the patient's death was attributed to sepsis from a perforated ulcer"
X Link 2026-01-23T17:27Z [---] followers, [---] engagements
"market by q2 of '28. The AATD market is another multibillion dollar revenues/year opportunity for $BEAM. While I agree that the arbitration with $prme could remove some of the shine of of BEAM's program [---] should still be wildly successful. By [----] Beam should be a 15-20B MC"
X Link 2026-02-06T16:20Z [---] followers, [---] engagements
"I do not want to dismiss the seriousness of Hy's law being breached in the [--] yr old patient on $NTLA's ATTR CM p3 trial but if the cause of death was related to a perforated ulcer then this is good news for both CM and PN programs. They still need a mitigating strategy though"
X Link 2026-01-09T13:43Z [---] followers, [---] engagements
"Listening to the $dyn JPM presentation I was struck by how confident the CEO was almost to the point of arrogance. Then I looked up his history as well as some of his executive team and it all became clear why"
X Link 2026-01-15T13:36Z [---] followers, [---] engagements
"case of $ntla all the bad news was out. The stock pps already discounted the bad news. Those longs that wanted out sold when the negative news broke. Ignoring the market can be unwise and detrimental to your P&L. Bad news would have to come out for this stock to trade in the"
X Link 2026-01-22T19:58Z [---] followers, [---] engagements
"single digits especially when the market is in a risk on environment. Their hope is that the FDA shuts down $ntla-2001. Unfortunately for them this "hope" has extremely long odds"
X Link 2026-01-22T19:58Z [---] followers, [---] engagements
"There is an $ntla cheerleader who likes to call out others for making incorrect statements. Maybe he should call himself out for this completely false statement. "$NTLA has been hot in the sector as it rebounds for a safety event that turned out to not be from the drug.""
X Link 2026-01-23T17:27Z [---] followers, [---] engagements
"Imo the recent sell off in $BEAM over 33% from recent highs was a gift for shareholders looking to add to an existing position or start a new one. 2.5B dollar market cap with 1.25B in cash with two best in class products that should be commercialized over the next 27-30 months"
X Link 2026-02-06T16:20Z [---] followers, [---] engagements
"Last May when $NTLA reported an asymptomatic grade [--] elevated liver enzyme SAE the two Adams shouted for the company to shut down the program. So why the silence on $QURE's multiple asymptomatic grade [--] liver enzyme elevations in conjunction with weaker data compared to $SGMO"
X Link 2026-02-06T20:10Z [---] followers, [----] engagements
"@zhaoweiasu $Beam has nothing to worry about with $WVE's AATD program. Those that want a one time gene editing treatment which shows superior efficacy will choose [---]. Beam's competition will come from $PRME but that will be a few years later assuming PRME wins the arbitration"
X Link 2026-02-03T20:13Z [---] followers, [---] engagements
"$Beam-101 risto-cel for SCD is set to become the preferred treatment in q4 of '27. Even if Vertex/crispr gets their manufacturing in order with Casgevy the market is big enough to support two players but then consider the efficacy superiority of Risto-cel over Casgevy"
X Link 2026-02-06T16:20Z [---] followers, [--] engagements
"$Beam's risto-cel will become the standard until the point comes when their in-vivo LNP SCD program proves itself in the clinic and ultimately gets approved. Then factor in the recent alignment with the FDA on Beam-302 AATD and the company could have a second product coming to"
X Link 2026-02-06T16:20Z [---] followers, [---] engagements
"@RNAiAnalyst Last October I had suggested that $ALNY should use its elevated pps and kick the tires of $BEAM. Two things have happened since Alny's pps has declined significantly while Beam's AATD has been greenlit for a registrational trial. If Alny wants Beam now the price is higher"
X Link 2026-02-12T16:12Z [---] followers, [---] engagements
"If I was $ntla's BOD I would seriously consider a buyout off at $35-40 share if say $Regn made an overture. Even though the co has two very promising treatments they are [--] years & at least 1B of add'l funding away from commercialization. The current pps is funding restrictive"
X Link 2024-11-19T15:22Z [---] followers, [----] engagements
"There were several large liquidations in $NTLA by institutions but none larger than Deep Track Capital. They sold their entire 4.95M share stake in q4 and by the looks of it took a hefty loss of 30-50% on their capital"
X Link 2025-02-14T22:54Z [--] followers, [---] engagements
"$NTLA's end of [----] stats. 102M shares outstanding 21.6M shares short = 123.6M shares owned long. Breaking down the latter. 101M shares owned by institutions 2-3M shares insiders which means 20.5-21.5M shares owned by retail"
X Link 2025-02-15T14:32Z [---] followers, [---] engagements
"There were [--] institutions who I would consider large sellers over 500k shares of $NTLA in q4. The list: Deep Track 4.95m Federated Hermes 2.73M Alliancebernstein 1.928M Pictet Asset 1.395M FMR 1.086M Price T Rowe 543k Chevy Chase 522k and Woodline Partners 481k"
X Link 2025-02-15T14:32Z [---] followers, [---] engagements
"Interestingly though the % of institutional ownership actually increased in q4 for $NTLA by around 4.5M shares. Short interest in q4 increased by 6.5M shares in q4. It appears retail were net buyers in q4 to the tune of around 2M shares. The equity lost 33% in q4"
X Link 2025-02-15T14:32Z [--] followers, [--] engagements
"@GeneInvesting @devineni6 It sounded to me that the company is going to partner on ATTR CM which may also include PN. But they may choose to keep the latter due to the market size"
X Link 2025-05-15T19:19Z [---] followers, [--] engagements
"@GeneInvesting I sold some shares in NTLA in 13-14 range not because I do not believe the stock will be higher in a year but to take some profits and possibly rebuy lower. I wish I had sold more. I did rebuy the sold shares on the close yesterday. I had hoped 12.30-12.50 would be support"
X Link 2025-07-31T20:58Z [---] followers, [--] engagements
"The $SRPT $ARWR transaction announced yesterday was interesting. On the $100M milestone payment Sarepta owed Arrow Arrow accepted the return of $50M of its own stock that Sarepta had bought @$27.25 as part of the $325M equity stake from their announced deal in Nov '24. To me"
X Link 2025-08-14T13:24Z [---] followers, [---] engagements
"$ARWR accepting the return of their own stock as partial payment is an indication that management feels the price of its stock is significantly undervalued. As a shareholder I agree and like this move by management. As far as $SRPT taking a 30% hit on their investment in less"
X Link 2025-08-14T13:24Z [---] followers, [---] engagements
"than [--] months says the company is still extremely worried about how the deaths on Elevidys will enfold in terms of regulatory and market dynamics. I am sure this move is simply $SRPT's management being ultra conservative as their #1 goal is having the financial flexibility to"
X Link 2025-08-14T13:24Z [---] followers, [---] engagements
"get through this company jeopardizing event. I am a little bit surprised $SRPT is not down lower in price premarket 1.5-2%. Equally surprising is that $ARWR is down 5-6% premarket. Again for me ARWR accepting their stock is a big statement. I sold some stock yesterday in"
X Link 2025-08-14T13:24Z [---] followers, [---] engagements
"both companies and will look to buy back the $ARWR shares I sold on weakness today. On $SRPT I plan on waiting. I am expecting q3 will be the low point in revenues plus the company through its actions is telling me that maybe I was a bit too bullish with all the uncertainty"
X Link 2025-08-14T13:24Z [---] followers, [---] engagements
"@GeneInvesting It is the Gilead Harvoni dilemma. On treatments that cure the company reaches a point that the existing patient pool is largely tapped out which leaves future revenues based on the rate of incidence for that disease"
X Link 2025-08-18T18:52Z [---] followers, [---] engagements
"@GeneInvesting Risk is in the eye of the beholder. You do not see significant risk so you believe the stock should be trading [--] [--] or [--] dollars right now. I do believe the stock should be closer to $20 but I cannot ignore the risks of which just one could potentially derail the story"
X Link 2025-08-22T16:16Z [---] followers, [--] engagements
"$NTLA An argument I hear or read about is that I should not invest in biotech XYZ as it is a one trick pony. This ignores the history and evolution of many successful biotech companies. What would Amgen have been without Epogen Celgene without Revlimid Biogen to a lesser extent"
X Link 2025-08-31T11:48Z [---] followers, [---] engagements
"@GeneInvesting $BEAM also appears to be no longer presenting. That makes more sense than $NTLA dropping out since Beam presented to HCW in early September. I hope the reason NTLA dropped out was due to data coming up in [--] weeks and not a safety concern"
X Link 2025-10-14T12:57Z [--] followers, [---] engagements
"@GeneInvesting while the nuclear winter in biotech seems to be in the rear view mirror investors need to be careful to not get caught up in frothy price action. Example. $SANA spiking up over 20% in one day not due to news but a hedge fund making a 100x ROI call"
X Link 2025-10-17T16:18Z [--] followers, [---] engagements
"Every time I look at $alny I wonder if they are going to make the same mistake as $biib not using their elevated MC as currency for M&A. Granted alny's internal R&D is far superior to BIIB at anytime but competition is coming. Go attempt to buy $beam for 6-8B dollars"
X Link 2025-10-21T16:24Z [--] followers, [---] engagements
"Imo the info of this patient in the nex-z trial who is experiencing a liver reaction was not as bad as I expected. We did get a comment from the CEO that indicates the upcoming data is going to be very good in their eyes. More info will follow as to this patient but as to $ntla"
X Link 2025-10-27T13:12Z [---] followers, [---] engagements
"Today we have a serious safety narrative for $NTLA with Hy's law being breached. But does the narrative get turned on its head risk/reward if in two weeks the company reports not just stabilization but improvement in patients' ATTR cm condition"
X Link 2025-10-27T16:31Z [---] followers, [---] engagements
"@adamfeuersteins article on $ntla is laughable. In particular when he states that investors are not understanding the existential setback Intellia is experiencing. Why is that Adam Because the stock price did not drop enough in your opinion Are you a financial analyst"
X Link 2025-10-27T22:54Z [--] followers, [---] engagements
"@adamfeuerstein is also wrong when he stated that the FDA pulls drugs that have caused liver injury/failure. Apparently Adam has chosen to ignore Novartis sma drug which also competes against biogen/ionis drug spinraza. $ntla is not on its death bed yet Adam despite your bias"
X Link 2025-10-27T22:54Z [--] followers, [---] engagements
"Should anyone be surprised that @adamfeuerstein thinks $ntla should shut its doors and return the leftover cash to shareholders considering the level of short investors currently in the name"
X Link 2025-10-27T23:55Z [---] followers, [----] engagements
"@3primeAnalytica agree with much. As to the bears of course they are spiking the ball based on this Hy's Law. Did anyone expect they would be more bullish based on this news Plus they are rubbing it in the face of a certain X poster who lacks humility and is a narcissist. More info needed $NTLA"
X Link 2025-10-29T10:54Z [--] followers, [---] engagements
"@A_May_MD You are biased and may not be identifying that the market anticipated this recent case based on the May event. Also as I am sure you are away biotech is out of the doghouse and investors risk tolerance has increased. There is no rule that a biotech should trade at cash levels"
X Link 2025-10-30T16:23Z [---] followers, [---] engagements
"@andrewpaleogos @BioWino They are not going to raise prior to data being release in the next [--] days. They may also choose to wait until the clinical hold is lifted. SGMO has to raise money because they have no choice due to having less than [--] qtr of cash on hand"
X Link 2025-10-30T19:32Z [---] followers, [--] engagements
"The one troubling aspect of $ntla is the perception that management has not taken the elevated liver enzymes maybe as seriously as they should. They had [--] asymptomatic case @ 80mg in p1 at day [--] they had another asymptomatic case at 55mg at day [--] peaking at day [--]. Mgmt should"
X Link 2025-10-31T14:28Z [---] followers, [---] engagements
"@A_May_MD what a baffling rant. Biotech co's should not try and improve upon existing treatments or else. Maybe Adam should put a call into $ALNY's mgmt team and tell them that they are wasting their time with nucresiran since there are already "excellent existing treatment alternatives""
X Link 2025-10-31T15:44Z [---] followers, [---] engagements
"Despite anticipating that q3 for Sarepta was going to be an ugly call. I have to say they exceeded my expectations. There is nothing ever clean in dealing with $SRPT. Everything is an excuse or has a caveat which does nothing to reduce uncertainty and risk. Based on their data"
X Link 2025-11-04T12:33Z [---] followers, [---] engagements
"how can anyone feel confident especially after what happened to $QURE with the FDA. Is Prasad going to take another run at this company because they give him plenty of ammo or is the threat of Loomer and the DMD community a big enough deterrent. This stock was always a [----] play"
X Link 2025-11-04T12:33Z [---] followers, [---] engagements
"but will the uncertainty increasing not decreasing anything but a small speculative position in the low teens seems unwise especially when there are much better places to park your money. I will say what I said before as it was apparent the future in $SRPT centered around their"
X Link 2025-11-04T12:33Z [---] followers, [---] engagements
"4 new programs.why not simply buy $ARWR and avoid the uncertainty of $SRPT. I so want to believe that $SRPT will be able to turn it around but after the earnings CC I am a little less convinced"
X Link 2025-11-04T12:33Z [---] followers, [---] engagements
"I know it is easy to second guess but I question why $BHVN had not proactively raised capital and or reorg'ed based on the views of Prasad. What the FDA did was BS imo but the company seemed to take approval for granted. Now the company is in a fire drill having to lay off a lot"
X Link 2025-11-05T12:51Z [---] followers, [---] engagements
"more good people as they prioritize their focus in order to survive. While I agree that the FDA(Prasad) owns plenty of blame by shifting the goalpost management at $BHVN does share some blame"
X Link 2025-11-05T12:51Z [---] followers, [---] engagements
"@medstudentinvst Interesting response but lets be honest. Many know who or what Anthony is. But you claim to be a med student come on now"
X Link 2025-11-05T22:55Z [---] followers, [--] engagements
"@3primeAnalytica You are wasting your time responding to Tony. He is a narcissist who believes he knows more than anyone else in crispr or GT investing. He is down over 60% on Intellia but if you were to ask him he would tell you he has gotten everything right. It would be funny if it wasn't sad"
X Link 2025-11-06T21:12Z [---] followers, [--] engagements
"A few comments on $NTLA: it is sad that this patient passed away. We still have very little information in regards to this patient so bullish investors being even slightly dismissive because this patient had comorbidities are unwise because a greater majority of ATTR CM patients"
X Link 2025-11-06T21:59Z [---] followers, [---] engagements
"suffer from comorbidities. The bearish investors saying that $NTLA should be shut down are equally foolish. We have no idea at this time as to the cause(s) of this patient. Citing that there are other treatments as a reason that there is zero need for NTLA is silly. Is anyone"
X Link 2025-11-06T21:59Z [---] followers, [---] engagements
"telling ALNY to stop investigating nucresiran because they as well as BBIO IONS etc. have a current treatment. This is a big setback for NTLA but imo they will persevere. I have zero idea where the pps will settle out tomorrow but making the comment that it should trade below"
X Link 2025-11-06T21:59Z [---] followers, [---] engagements
"$srpt $ntla https://www.chla.org/blog/experts/care-innovation/chla-expands-safety-protocol-elevidys-gene-therapy https://www.chla.org/blog/experts/care-innovation/chla-expands-safety-protocol-elevidys-gene-therapy"
X Link 2025-11-07T03:51Z [---] followers, [---] engagements
"Every once in awhile you spot obvious price distortion. It was the case on Monday with $QURE April call options. In [--] trading days the calls I sold have dropped over 70% in price while the equity price is largely flat at the time I sold"
X Link 2025-11-07T14:30Z [---] followers, [---] engagements
"While it is disappointing at the muted price appreciation on $NTLA following nothing less than spectacular HAE data no one should be surprised considering the uncertainty and overhang on this stock with their clinically held programs. While I believe Lonzo-z is worth $25-30"
X Link 2025-11-10T12:19Z [---] followers, [---] engagements
"it does not mean that the stock is going to reflect this considering the co is 18-20 months from commercialization which includes risks. I consider Lonvo largely de-risked which imo raises the floor for $NTLA. I do not buy the short thesis that the Hy's case is a platform killer"
X Link 2025-11-10T12:19Z [---] followers, [---] engagements
"Investors should be cautious in believing that $NTLA clinical hold will be released any time soon. The FDA issued a clinical hold on Oct 29th. The FDA has [--] day to sent a letter to NTLA. Once Ntla has received this letter they will then understand what is required in order"
X Link 2025-11-12T17:24Z [---] followers, [---] engagements
"to send a complete response back to the FDA. This complete response can be short or lengthy in terms of day weeks months. Once $NTLA has sent their CR to the FDA the latter then has [--] days to respond. On average most clinical holds last 4-6 months. I find it highly unlikely"
X Link 2025-11-12T17:24Z [---] followers, [---] engagements
"that $NTLA's [--] p3 trials will see a lift of the clinical hold by year end. My base case is by the middle to end of Q1'26"
X Link 2025-11-12T17:24Z [---] followers, [---] engagements
"@unsureoptimist I do not believe so as the RMAT's purpose is not to speed up development when a clinical hold occurs due to safety concerns. Increased interaction available under RMAT does not necessarily translate to increased speed especially in this case where the onus largely falls upon ntla"
X Link 2025-11-12T19:57Z [---] followers, [--] engagements
"Long term still bullish on $ARWR but considering the tripling from the lows this year and the lack of meaningful catalysts in the near term after receiving approval today feels like the stock is going to be range bound for a bit. consolidating all the gains"
X Link 2025-11-18T20:11Z [---] followers, [---] engagements
"Interesting fireside chat for $prme at Jefferies. Not from the standpoint that anything new was presented but in terms of their CEO for the first time that I can recall really throwing shade towards their competitors. I also got the impression that he was a bit annoyed"
X Link 2025-11-19T13:47Z [---] followers, [---] engagements
"$Beam @Jefferies commented on the recent patient death on $NTLA's Nex-z trial. According to their initial analysis they believe the issue is linked to a combination of nuclease use and that particular edit"
X Link 2025-11-19T17:25Z [---] followers, [---] engagements
"The $beam fire side chat @Jefferies is well worth a listen. Appears the company is going to pursue AA with the FDA on Beam-302 based on biomarker data ie. levels of M & Z. Beam feels that a registrational trial of 50-100 patients could suffice & that sufficient biomarker data"
X Link 2025-11-19T17:35Z [---] followers, [---] engagements
"could be collected after only 3-6 months to support conditional AA. With $beam reporting [---] data in q1 sometime after JPM I would imagine the company will know by the end of q2 if the FDA agrees with their AA path. If this is the case commercialization could occur in '28"
X Link 2025-11-19T17:35Z [---] followers, [--] engagements
"There is an inaccuracy that continues to be told by certain $ntla X bulls. This revolves around the # of patients that were dosed. The [----] p3 is a 2:1 nex-z to placebo trial. You cannot count the number of patients who have only received a placebo in drug administered bucket"
X Link 2025-11-20T20:34Z [---] followers, [---] engagements
"$ARWR said on their TD Cowens webcast yesterday that they expected data on INHBE and ALK7 in the first week of Jan but the latter would have limited data compared to the former as the ALK7 program started by months after INHBE. TBH I am more interested in the ALK7 data. It"
X Link 2025-11-25T14:13Z [---] followers, [---] engagements
"looks like it will be q2 before $ARWR will present more substantial ALK7 data"
X Link 2025-11-25T14:13Z [---] followers, [---] engagements
"With the news that the FDA and $SRPT have agreed on a path forward for the non-ambulatory DMD population you would think this news would also translate on the $NTLA situation"
X Link 2025-11-25T16:15Z [---] followers, [---] engagements
"Things that make you go hmmm: GS biotech analyst has been bearish on $NTLA all year rating of sell from neutral and pt $9 since Feb '25. The PT was lowered to $8 while keeping the sell rating in May '25. Yet the Goldman Sachs Group has been increasing its stake all year and"
X Link 2025-11-27T13:53Z [---] followers, [----] engagements
"recently filed a 13g as their stake in $NTLA climbed to 5.1%. They owned 5.497M shares as of 9/30. Obviously their current stake could have changed significantly due to the events that occurred in Oct but the irony between the firm's analyst and investment arm is interesting"
X Link 2025-11-27T13:53Z [---] followers, [---] engagements
"@zhaoweiasu It may be a knock off of prime editing but Tessera will be in the clinic at least [--] months prior to $PRME assuming Prime wins their arb battle with $BEAM. Maybe $regn believes it can not only box out $prme but offer a superior solution to $beam"
X Link 2025-12-01T19:46Z [---] followers, [---] engagements
"@zhaoweiasu My POV is from the standpoint of being a $regn investor. Since Tessera is private I have little to no care as to their reason of why now to partner this asset. I agree that Tessera/regn are significantly behind $beam"
X Link 2025-12-01T20:05Z [---] followers, [---] engagements
"@3primeAnalytica @GeneInvesting I guarantee that $REGN's patient lawyers looked into this issue. Bottom line no one knows if $prme will be ultimately victorious if someday they decide to sue Tessera on patent infringement. Courts/juries are a crap shoot. Ask $rmbs investors how they felt when they lost to $MU"
X Link 2025-12-01T20:51Z [---] followers, [---] engagements
"@3primeAnalytica @GeneInvesting Exactly. $prme will be at least [--] years behind $beam and at least [--] months behind Tessera/$regn. They could be in a box and needing the courts to help them in ultimately competing in this ever growing crowded indication"
X Link 2025-12-01T20:57Z [---] followers, [---] engagements
"If you believed that things could not get worse at the FDA comes the news tonight that Hoeg will lead CDER replacing the retiring Pradzur"
X Link 2025-12-04T00:42Z [---] followers, [---] engagements
"@MichaelMaiello @Bicep_crypto If the FDA did deliver the clinical hold letter on the 30th day following initial communication of such action then $NTLA has until the end of today to file an 8k"
X Link 2025-12-04T14:59Z [---] followers, [---] engagements
"With the FDA stating that the standard will now be only [--] pivotal trial required for approval will $ntla look to file a BLA on Lonvo-z based on their phase [--] data instead of waiting until after p3 data in 1h '26. They could shave [--] months from their timeline"
X Link 2025-12-04T16:00Z [---] followers, [---] engagements
"If we do not see an 8k from $NTLA by the end of today The FDA will have missed their [--] day requirement. Then the obvious question will be. how much of a delay will occur Did the govt shutdown cause the delay or simply the chaos with this current FDA"
X Link 2025-12-05T14:56Z [---] followers, [---] engagements
"$BEAM dosed the first patient in their beam-302 trial for AATD on June 26th [----]. $PRME will be lucky to dose their first patient by the end of q3 of [----] assuming the win in arbitration. Two years behind is not my definition of being "not that far behind""
X Link 2025-12-05T20:43Z [---] followers, [---] engagements
"@RNAiAnalyst really interesting data by $WVE. The lean muscle gain was a bit of a surprise. Need to see longer term data in '26 to see if this holds up. Wve-007 paired with zepbound or wegovy would be interesting but wve-007 could be a long term maintenance drug by itself"
X Link 2025-12-08T13:02Z [---] followers, [---] engagements
"If $ARWR's upcoming INHBE data in January confirms what we just saw reported by $WVE I wonder how quickly big pharma might move in. We all know that $PFE and $NVO are a bit desperate"
X Link 2025-12-08T13:22Z [---] followers, [---] engagements
"The warm reception many biotech companies are receiving on capital raises is a far cry from the last few years. This brings me to $NTLA granted the unfortunate SAE killed any chance of them raising funds following the outstanding data on ATTR and HAE but let's be honest"
X Link 2025-12-09T14:57Z [---] followers, [---] engagements
"$NTLA pounded the ATM in q3 prior to the SAE and data release at an average price just over $11. Still head scratching to me. I am expecting that in the first few weeks of q4 prior to the SAE NTLA hit the ATM again with the pps north of $20. If the company chose not to hit the"
X Link 2025-12-09T14:57Z [---] followers, [---] engagements
"ATM in that time period at a pps double what they sold in q3 I will really question the decision making of the BOD including the CEO. I still like the prospects of $NTLA especially HAE but there are red flags popping up here and there that make me uncomfortable"
X Link 2025-12-09T14:57Z [---] followers, [---] engagements
"No one should be surprised that the shorts are pressing their bets on $NTLA. The only near term catalyst will be the removal of a negative clinical hold. And while this removal will cause a pop in the stock price it is unlikely to cause the stock to go back into the 20's in the"
X Link 2025-12-10T14:33Z [---] followers, [---] engagements
"short term. Between yr end tax loss selling lack of catalysts & the cost of borrow being almost [--] short investors seem emboldened in pressing their bets. Plus the cost to hedge shorts through options is not expensive. Even at 44M $NTLA shares are still available to short"
X Link 2025-12-10T14:33Z [---] followers, [---] engagements
"No one had QE on their bingo card for this FED meeting. How soon does the market reverse to the negative as investors start looking around for scurrying cockroaches. Is Powell making a play to be renominated as Fed Chief lol. The Cheetoh is going to fire off a positive tweet"
X Link 2025-12-10T19:32Z [---] followers, [---] engagements
"$NTLA JNJ reported outstanding data @ASH on their combination therapy for 2nd line defense in relapsed MM. Why do I mention this.because @adamfeuerstein highlighted the data on Stat's podcast this week. Now considering there were TEAE deaths in the trials and JNJ enacted"
X Link 2025-12-12T18:38Z [---] followers, [---] engagements
"mitigating strategies in order to reduce serious infections I was waiting for Adam to shout that the program should be shut down but not a peep. There are lots of drugs in the MM space so I am wondering why Adam did not come down on JNJ's program like he did with $NTLA's ATTR"
X Link 2025-12-12T18:38Z [---] followers, [---] engagements
"program where [--] patient passed away after a Hy's Law SAE occurred. @adamfeuerstein called for $NTLA to close its doors and return the cash on hand to investors because a program with zero mitigating strategies experienced a patient death. Sounds like biased journalism to me"
X Link 2025-12-12T18:38Z [---] followers, [---] engagements
"Some investors look at the amount of positions a company is hiring as an indication of improving or optimistic fundamentals going forward. Unfortunately the correlation between job openings and future pps appreciation is not strong. $ntla"
X Link 2025-12-18T13:37Z [---] followers, [---] engagements
"It has become apparent that $ntla does not plan on filing an 8k following receipt of the FDA clinical hold letter due to their belief that their 8k filing following the FDA's verbal notification satisfied their regulatory requirement. The disappointing aspect of this decision is"
X Link 2025-12-18T13:47Z [---] followers, [----] engagements
"that it does not reduce the uncertainty for investors. Investors have no idea whether $NTLA has received the letter and is working on a response or is still waiting on the hold letter. How about a little transparency Is it burdensome to issue a PR stating we received the letter"
X Link 2025-12-18T13:47Z [---] followers, [---] engagements
"Strong move my $BMRN in buying $FOLD but damn that is quite a bit of debt that will be on the books. Feels like a binary move. if the move does not work out welcome to zombieland"
X Link 2025-12-19T15:38Z [---] followers, [--] engagements
"If $WVE is going to be bought out for their wve-007 program $NVO is most likely at the front of the line"
X Link 2026-01-06T13:59Z [---] followers, [---] engagements
"Why $NTLA's equity has not reacted more favorably to the news that the patient's death was not drug related imo is because it does not remove the fact that this patient breached Hy's Law and that some patients might experience elevated enzymes. An agreed mitigation plan is needed"
X Link 2026-01-09T16:35Z [---] followers, [---] engagements
"The short investors who believe they are smarter than the market tend to not last in the long run. If you were shorting $ntla at $10 these folks were probably averaging their short position at $13 $14 & $15 while praying at the same time the stock has bad news soon. But in the"
X Link 2026-01-22T19:58Z [---] followers, [---] engagements
"the fact is that $NTLA's drug potentially indirectly caused the patient's death. If the patient did not breach hy's law it is unlikely he would have been treated with steroids which then resulted in this patient suffering from a perforation in his duodenal ulcer"
X Link 2026-01-23T17:27Z [---] followers, [---] engagements
"It is great to see the clinical hold lifted on $NTLA's ATTR PN trial but I have two big questions. 1) What are the other mitigating measures other than "that include enhanced safety monitoring of liver laboratory tests". 2) Why no agreement yet on ATTR CM when it is the same drug"
X Link 2026-01-27T13:38Z [---] followers, [---] engagements
"with the FDA releasing the clinical hold on their ATTR PN trial it is just a matter of time before the CM trial is released. $NTLA"
X Link 2026-01-27T13:59Z [---] followers, [---] engagements
"@KlausMolle A 3mo delay has already occurred. $NTLA cannot wave a wand & by next week have enrolled another [--] patients. Takes time to ramp up a trial from being on hold. From today imo it is going to take an additional 3-6 mos to enroll & dose [--] more patients which = 6-9mos delay in total"
X Link 2026-01-27T16:38Z [---] followers, [--] engagements
"@KlausMolle I stand by my statement. $NTLA was on average enrolling & dosing [--] PN pts/month prior to being put on hold. Based on [--] remaining patients this average suggests a tad over [--] months. How quickly the site locations get up & running will determine [--] vs 9mo total delay"
X Link 2026-01-27T16:53Z [---] followers, [---] engagements
"In regards to $NTLA's Nex-z program for ATTR-PN the clinical hold plus the increase in the size of the trial from [--] to [--] imo will result in a 6-9mo delay from the original BLA planned submission timeline"
X Link 2026-01-27T13:44Z [---] followers, [---] engagements
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