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# ![@GeneInvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1246632233579896833.png) @GeneInvesting Gene Investing w/Anthony 🧬

Investors and analysts are eagerly awaiting upcoming data from Intellia Therapeutics ($NTLA) and Beam Therapeutics ($BEAM), which could be catalysts for the gene editing sector. Discussions are ongoing about the potential of various gene editing companies, including Prime Therapeutics ($PRME), CRISPR Therapeutics ($CRSP), and others, with some expressing optimism about their prospects. The sector is also seeing increased interest from big tech companies, with Google already investing in several biotechs, leading some to speculate about potential future developments.

### Engagements: XXXXX [#](/creator/twitter::1246632233579896833/interactions)
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### Mentions: XX [#](/creator/twitter::1246632233579896833/posts_active)
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### Followers: XXXXXX [#](/creator/twitter::1246632233579896833/followers)
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- X Month XXXXXX +0.42%
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### CreatorRank: XXXXXXX [#](/creator/twitter::1246632233579896833/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XXXX% [nba](/list/nba)  XXXX%

**Social topic influence**
[$ntla](/topic/$ntla) #1, [$prme](/topic/$prme) #2, [$beam](/topic/$beam) #3, [$crsp](/topic/$crsp) #1, [$alny](/topic/$alny) #6, [$bbio](/topic/$bbio) #6, [if you](/topic/if-you) 2.99%, [transient](/topic/transient) #38, [cascade](/topic/cascade) #136, [$regn](/topic/$regn) #13

**Top accounts mentioned or mentioned by**
[@zhaoweiasu](/creator/undefined) [@michaelmaiello](/creator/undefined) [@janvdes](/creator/undefined) [@solariumearth](/creator/undefined) [@aedwards02](/creator/undefined) [@mohagoldstein](/creator/undefined) [@biopharmiq](/creator/undefined) [@techinvestoor](/creator/undefined) [@investingif](/creator/undefined) [@si0xac4742](/creator/undefined) [@crisprspace](/creator/undefined) [@rnaianalyst](/creator/undefined) [@jfais20](/creator/undefined) [@gudivadabalu](/creator/undefined) [@decoakley](/creator/undefined) [@morty_soley](/creator/undefined) [@a_may_md](/creator/undefined) [@3primeanalytica](/creator/undefined) [@carefree201215](/creator/undefined) [@allanreine](/creator/undefined)

**Top assets mentioned**
[Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [BEAM (BEAM)](/topic/$beam) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Muhdo Hub (DNA)](/topic/$dna)
### Top Social Posts
Top posts by engagements in the last XX hours

"Two other visuals that show Nex-z is FAR from done $NTLA $ALNY $BBIO And this is with the worst patients and Alnylam had the healthiest group"  
[X Link](https://x.com/GeneInvesting/status/1992259513425289448)  2025-11-22T15:50Z 15.1K followers, 6625 engagements


"Leading ATTR-CM KOLs in the world understand how absolutely incredible $NTLA is. This patient referenced below (with a 19624 baseline NT-proBNP) wouldnt have been close to being allowed on trials from competitors. $BBIO and $ALNY had 8500 max for their inclusion/exclusion. Intellia gave this patient an extra year or more of life and had XXX% of patients alive at XX months. If you dont include that extremely severe case they had XXX% alive at XX month median (12-27 month range). Definitely expect more deaths in this extremely old and severe group of patients come Monday but likely Intellia"  
[X Link](https://x.com/GeneInvesting/status/1986825714352710141)  2025-11-07T15:58Z 15.1K followers, 5838 engagements


"I am thankful that $NTLA cured HAE and that the XX% short interest will have to cover once they realize Nex Z still has a clear path to blockbuster status ($1b+ year) still. Also thankful that prime editing and base editing were invented $PRME $BEAM to cure even more diseases"  
[X Link](https://x.com/GeneInvesting/status/1994074076193935819)  2025-11-27T16:01Z 15.1K followers, 8020 engagements


"$NTLA Considering the Week 3-5 safety window phenomenon has been transient on all other patients it is very possible it wouldve been transient on this patient also (had steroid bridge been in place and blunted the initial immune response cascade). It is promising that all other similar events had similar timelines and went away on their own without any intervention whatsoever and its likely that this patients age + comorbidities played a role (my hunch is that his hepatic reserve was less than the others which made him more susceptible to neoepitope driven liver elevations). The issue becomes"  
[X Link](https://x.com/GeneInvesting/status/1997144331099234483)  2025-12-06T03:21Z 15.1K followers, 4035 engagements


"Guaranteed question about Tessera/Regeneron tomorrow $PRME $REGN Hopefully @Allan_Reine doesnt hold any punches"  
[X Link](https://x.com/GeneInvesting/status/1995564309804712339)  2025-12-01T18:43Z 15.1K followers, 3730 engagements


"@PaweGowacki16 Id love by Christmas. Hopefully 🤞"  
[X Link](https://x.com/GeneInvesting/status/1997532423303884974)  2025-12-07T05:03Z 15.1K followers, XXX engagements


"I asked the CEO to not pull punches today and he DID NOT disappoint 😤 $PRME $CRSP $REGN Tessera They are really just sort of copying They call it Syntase but its still prime editing Believe well get paid one way or another"  
[X Link](https://x.com/GeneInvesting/status/1995900619387986334)  2025-12-02T16:59Z 15.1K followers, 9243 engagements


"@alamentarius Thats not true at all. I didnt go heavy $NTLA until $XX and under"  
[X Link](https://x.com/GeneInvesting/status/1997073150090367219)  2025-12-05T22:38Z 15.1K followers, XXX engagements


"This is why no one should listen to Adam F When it comes to one of the companies on his hit list he flat out lies. $NTLA @MichaelMaiello I agree its time for the company to give us some update. Even if they arent ready to give their findings it would be good to know the letter is in hand"  
[X Link](https://x.com/GeneInvesting/status/1997696069489332520)  2025-12-07T15:53Z 15.1K followers, 3511 engagements


"Sure feels nice on a day like today to have $PRME. Diversification does help mental health 😅 $NTLA long-term really comes down to how easily they can mitigate ATTR. Considering they acted like the recent patient was stable youd assume his elevations were also dropping/transient and therefore likely avoidable with steroid bridge. This is the KEY assumption for now since market doesnt like not being certain it was transient. Confirming the cause is in fact transient could be the fastest way off hold and wouldnt have required a liver biopsy. REMINDER: 9/30 dosed patient 10/24 Hys Law discovered"  
[X Link](https://x.com/GeneInvesting/status/1998071449513525285)  2025-12-08T16:45Z 15.1K followers, 3962 engagements


"Its about to get FUN. @Shea_ARK @CathieDWood TOTAL GAME CHANGER 💪 $PRME $BEAM $NTLA $CRSP $ARKG"  
[X Link](https://x.com/GeneInvesting/status/1990554113608987043)  2025-11-17T22:54Z 15.1K followers, 5317 engagements


"Leave any $PRME or $NTLA questions below Or $BEAM $CRSP"  
[X Link](https://x.com/GeneInvesting/status/1991167706469658861)  2025-11-19T15:32Z 15.1K followers, 5527 engagements


"This data alone will make it much easier for $NTLA to get off FDA hold ATTR-PN XX month data (Makes leading drug in world look like trash) If their data wasnt by far the best weve ever seen then it would be more concerning definitely still need some explanation and that color will determine how much it can rebound but Nex Z is far from done"  
[X Link](https://x.com/GeneInvesting/status/1992008895913689338)  2025-11-21T23:15Z 15.1K followers, 5372 engagements


"Im feeling increasingly confident that even if $NTLA cant identify strong exclusion criteria a well-designed steroid bridge should be sufficient to prevent future Hys Law cases. Critics assume the neoantigen/neoepitope phenomenon is persistent but the data suggests the opposite. All prior patients with significant liver enzyme elevations (including likely multiple Grade X and some Grade X cases in the Magnitude trial) recovered without any immunosuppressive intervention which strongly implies the antigen window is transient and self-resolving in typical cases. This makes it highly plausible"  
[X Link](https://x.com/GeneInvesting/status/1993053971364401441)  2025-11-24T20:27Z 15.1K followers, 7494 engagements


"Im bored this week so if you missed this episode its a must listen 🎧 Actual HAE patient joined us to describe their experience with HAE. $NTLA"  
[X Link](https://x.com/GeneInvesting/status/1993400719463137381)  2025-11-25T19:25Z 15.1K followers, 3830 engagements


"If there were truly no Grade 3/4 liver enzyme elevations in the Phase X HAE trial that means roughly XX patients were dosedwith XX receiving a second dosewithout any liver-related SAEs. $NTLA Once the placebo group is crossed over and dosed the total number of treated patients will exceed XXX still with no Grade 3/4s. At that point the pattern becomes hard to ignore. Especially if we learn how many Grade 3/4 ALT/AST elevations are occurring in ATTR Magnitude X and X it will strongly suggest that this is a target-dependent phenomenonone that is likely exacerbated by low hepatic reserve (due to"  
[X Link](https://x.com/GeneInvesting/status/1993424993544491504)  2025-11-25T21:02Z 15.1K followers, 3834 engagements


"Once management determines the information is material they typically disclose via a current-report filing (Form 8-K) which must be filed within four business days of the triggering event. $NTLA Considering letter shouldve been received by Friday the company should give us details by this upcoming Thursday at latest"  
[X Link](https://x.com/GeneInvesting/status/1995308322841620768)  2025-12-01T01:45Z 15.1K followers, 9600 engagements


"Top XX had X from China X from South Korea X from Taiwan X from USA We have work to do. @Ginkgo should try to help USA participation levels $DNA"  
[X Link](https://x.com/GeneInvesting/status/1995520015068754278)  2025-12-01T15:47Z 15.1K followers, 2934 engagements


"HUGE for rare disease biotechs $PRME $BEAM $NTLA $CRSP The Rare Pediatric Disease Priority Review Voucher (PRV) Program expired in December 2024"  
[X Link](https://x.com/GeneInvesting/status/1995610997642703155)  2025-12-01T21:48Z 15.1K followers, 12K engagements


"Live look at @GeneInvesting when gene editing stocks have a good day $PRME $NTLA $BEAM $CRSP"  
[X Link](https://x.com/GeneInvesting/status/1996621436392558755)  2025-12-04T16:43Z 15.1K followers, 3267 engagements


"How does $PRME not become a $10b+ company someday IMO its only a matter of time (how long it takes) and how much dilution occurs in the meantime are the two main considerations. Besides that a buyout appears the only other possibility to keep $10b+ from occurring. Unless arbitration with $BEAM goes horribly and Tessera is allowed to steal forever. 🤷🏻♂ Early CF success alone would essentially guarantee it imo. Obviously has opportunity to become much more than $10b"  
[X Link](https://x.com/GeneInvesting/status/1997005673885061469)  2025-12-05T18:10Z 15.1K followers, 4898 engagements


"@GudivadaBalu Will help company if this patient appears transient and had good lowering from Day 24-36 and also helps if this patient and all others showed some increases before Day 21-35 (for example day 14) because thatll give them early signal as to who requires extra extra monitoring"  
[X Link](https://x.com/GeneInvesting/status/1998077869231342056)  2025-12-08T17:11Z 15.1K followers, XX engagements


"I dare shorts to listen to this look at the fact Nex Z is unequivocally better than Vutrisiran and Acoramidis and then sleep well holding a short position. $NTLA Reminder: Heart function worsens on average by XX% in XXX years on $BBIO drug & Vutrisiran $ALNY has 3x more of harmful protein floating around at Month XX compared to what Intellia has at Month X and XX. Baby KJs doc on bottom left below"  
[X Link](https://x.com/GeneInvesting/status/1984628035946234362)  2025-11-01T14:26Z 15.1K followers, 10.5K engagements


"2/ One of the most impressive parts of this data IMO 🤯 X We knew the 19600+ baseline patient died at Day XXX (cant count him against Intellia considering other trials had 8500 max and KOL said this patient wouldnt have lived X months without Nex Z). X One at Day XXX X One at Day XXX X One at Day 1204 (All unrelated to treatment) We know Intellia had more patients above 8500 baseline so Id love to find out if any of these X were. For now lets count them against Intellia. That puts their survival at 35/35 at XX months (100%) 34/35 at XX months (97.1%) 👏 And possibly 34/34 if second death was"  
[X Link](https://x.com/GeneInvesting/status/1987991955935211814)  2025-11-10T21:13Z 15.1K followers, 2640 engagements


"3/ Lets compare to the other companies XX month Survival: $NTLA XXXX% $ALNY XX% (extremely healthy patients) $BBIO XX% Lets extrapolate this to 1000 patients dosed per year with each drug Intellia 971/1000 survive (29 deaths) ALNY 880/1000 survive (120 deaths) BBIO 840/1000 survive (160 deaths) Who is killing patients 🤔"  
[X Link](https://x.com/GeneInvesting/status/1987993620025430300)  2025-11-10T21:19Z 15.1K followers, 4722 engagements


"Should I count the 19600+ baseline NT-proBNP death in survival calculations $ALNY and $BBIO had only 8500 max If I dont count $NTLA XX month survival = 34/35 (97.1%) If I do count them = 34/36 (94.4%) ALNY had XX% survival (healthiest group) BBIO had XX% survival"  
[X Link](https://x.com/GeneInvesting/status/1988046166467244141)  2025-11-11T00:48Z 15.1K followers, 2488 engagements


"The amount of harmful TTR floating around is triple in Vutrisiran. $NTLA $ALNY Vutrisiran also takes a very long time to get to XX% KD. XX% KD has been shown to be the level of stasis in their past PN trials. Better than XX% starts showing improvement under XX% is continued worsening as shown by their bad XXXX XX month Nt-proBNP despite the healthiest group of patients. Could become VERY investable within next X weeks. Its a fact that no drug has ever shown as good of data as Nex Z. It is better than all others on literally every data point"  
[X Link](https://x.com/GeneInvesting/status/1988662294205854093)  2025-11-12T17:36Z 15.1K followers, 3107 engagements


"Very common misconception here X. Casgevy has a 7-9 month process that includes transplant and chemo $CRSP X. $NTLA drugs are a X hour outpatient drip without chemo or transplant etc X. Intellia has already had 650+ line up for one of their pivotal trials and a total of 875+ patients take part in trials. X. Actually had to turn many patients away on their HAE phase X trial after over-enrolling it. X. Casgevy was never meant for the vast majority of SCD patients. Itll ramp but its for the minority (10-20% at most)"  
[X Link](https://x.com/GeneInvesting/status/1989828075841098203)  2025-11-15T22:49Z 15.1K followers, 5583 engagements


"Comparing $BEAM (Risto-cel) vs. $CRSP (Casgevy) for Sickle Cell Disease (SCD) BEAM: HBF XX% CRSP: HPF XX% BEAM: Median X collection cycle (range 15) median X total collection days (range 113) CRSP: The median number of mobilization + apheresis cycles required for CASGEVY in the trial was X cycles (range: 16) and more collection days spent in hospital. BEAM: XXX% w/ no severe VOCs CRSP: 92.3%-97.4% depending on timeframe (Beam needs more time to compare apples to apples here). Neutrophil engraftment median time BEAM: XXXX days (range 1230) CRSP: XX days (range 1540) Platelet engraftment median"  
[X Link](https://x.com/GeneInvesting/status/1997345583863087292)  2025-12-06T16:41Z 15.1K followers, 4328 engagements


"Positive FDA hold scenarios for $NTLA X. Company is able to HLA match and exclude (least ideal of X if exclusion is too large). X. Patient had severe liver issues etc or something that made them uniquely susceptible (would be extremely helpful). X. Proof that steroids should blunt any initial immune response cascade or proof that even with this patient the neoepitopes (if thats the cause) were transient"  
[X Link](https://x.com/GeneInvesting/status/1997525338335969577)  2025-12-07T04:35Z 15.1K followers, 3045 engagements


"Really common view that I hear. Many people dont realize ATTR-CM is a $XX billion peak market. $NTLA REMINDER: $ALNY has become a $XX billion company essentially off of ATTR alone"  
[X Link](https://x.com/GeneInvesting/status/1981795733583147444)  2025-10-24T18:51Z 15.1K followers, 4849 engagements


"Here is a great comparison for VOCs that is more apples to apples without the different timeframes etc $BEAM $CRSP"  
[X Link](https://x.com/GeneInvesting/status/1997347898544251080)  2025-12-06T16:50Z 15.1K followers, 1654 engagements


"Prime Editing for p47phox-Deficient Chronic Granulomatous Disease New England Journal of Medicine $PRME **NEW** NEJM Publication for CGD"  
[X Link](https://x.com/GeneInvesting/status/1997689532746223761)  2025-12-07T15:27Z 15.1K followers, 3488 engagements


"2026 JPM Conference- San Francisco Monday January 12th $CRSP 8:15am Tuesday January 13th $BEAM 5:15pm Wednesday January 14th $PRME 9am $NTLA 9am"  
[X Link](https://x.com/GeneInvesting/status/1998558482249969667)  2025-12-10T01:00Z 15.1K followers, 2869 engagements