# ![@Prof_Oak_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1337885248273739779.png) @Prof_Oak_ Professor Oak

Professor Oak posts on X about $xbi, events, data, $bbc the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1337885248273739779/interactions)
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- [--] Week [------] -15%
- [--] Month [-------] +145%
- [--] Months [---------] +159%
- [--] Year [---------] -28%

### Mentions: [--] [#](/creator/twitter::1337885248273739779/posts_active)
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- [--] Week [--] no change
- [--] Month [--] +34%
- [--] Months [---] +29%
- [--] Year [---] +10%

### Followers: [------] [#](/creator/twitter::1337885248273739779/followers)
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- [--] Week [------] +0.20%
- [--] Month [------] +1.60%
- [--] Months [------] +15%
- [--] Year [------] +27%

### CreatorRank: [-------] [#](/creator/twitter::1337885248273739779/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1337885248273739779/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  37.3% [cryptocurrencies](/list/cryptocurrencies)  7.94% [finance](/list/finance)  7.14% [currencies](/list/currencies)  3.97% [technology brands](/list/technology-brands)  3.17% [social networks](/list/social-networks)  2.38% [countries](/list/countries)  2.38% [vc firms](/list/vc-firms)  1.59% [celebrities](/list/celebrities)  0.79% [exchanges](/list/exchanges)  0.79%

**Social topic influence**
[$xbi](/topic/$xbi) #14, [events](/topic/events) 11.11%, [data](/topic/data) 9.52%, [$bbc](/topic/$bbc) #2, [in the](/topic/in-the) 7.14%, [list](/topic/list) 5.56%, [$lly](/topic/$lly) #102, [gene](/topic/gene) 4.76%, [$bbio](/topic/$bbio) #19, [$alny](/topic/$alny) 3.97%

**Top accounts mentioned or mentioned by**
[@jacobplieth](/creator/undefined) [@thenewceo_](/creator/undefined) [@plainyogurt21](/creator/undefined) [@plainyogurt21s](/creator/undefined) [@bymadeleinea](/creator/undefined) [@bertrandbio](/creator/undefined) [@andrewedunn](/creator/undefined) [@endpts](/creator/undefined) [@venturebeat](/creator/undefined) [@davidrliu](/creator/undefined) [@sportsbios](/creator/undefined) [@business](/creator/undefined) [@biohazard3737](/creator/undefined) [@financebully](/creator/undefined) [@jn66039675](/creator/undefined) [@semodough](/creator/undefined) [@alexsgrowth](/creator/undefined) [@zhaoweiasu](/creator/undefined)

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Metagenomi Technologies, LLC (MGX)](/topic/$mgx) [Verve Therapeutics Inc. (VERV)](/topic/$verv) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Cullinan Management, Inc. (CGEM)](/topic/$cgem) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [Amylyx Pharmaceuticals, Inc. (AMLX)](/topic/$amlx) [Novartis AG (NVS)](/topic/$nvs) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [BEAM (BEAM)](/topic/$beam) [AstraZeneca PLC (AZN)](/topic/$azn) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [GSK plc (GSK)](/topic/$gsk) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Entrada Therapeutics, Inc. (TRDA)](/topic/$trda) [Karuna Therapeutics, Inc. Common Stock (KRTX)](/topic/$krtx) [Bluefin (BLUE)](/topic/$blue) [Pfizer, Inc. (PFE)](/topic/$pfe) [Cere Network (CERE)](/topic/$cere) [ArriVent BioPharma, Inc.  (AVBP)](/topic/$avbp) [Johnson & Johnson (JNJ)](/topic/$jnj) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Immix Biopharma, Inc.  (IMMX)](/topic/$immx) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Inhibikase Therapeutics, Inc. (IKT)](/topic/$ikt) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My $BBIO PT is under review"  
[X Link](https://x.com/Prof_Oak_/status/2017306497672155153)  2026-01-30T18:38Z 12.9K followers, 17.8K engagements


"Cowen's 1Q26 catalyst watchlist with expected moves $XBI $BBC"  
[X Link](https://x.com/Prof_Oak_/status/2018718260997333207)  2026-02-03T16:08Z 12.9K followers, 30.1K engagements


"Anyone have an epi model for OSD $IMMX"  
[X Link](https://x.com/Prof_Oak_/status/1953170225890746756)  2025-08-06T19:04Z 12.9K followers, [----] engagements


"Did anyone tell $NBIX that Locana shut down two years ago"  
[X Link](https://x.com/Prof_Oak_/status/2003230471032111334)  2025-12-22T22:25Z 12.9K followers, [----] engagements


"Thoughtful commentary on several high-profile [----] catalysts. Don't squander @plainyogurt21's generosity Anon Few non-value-add comments from me: $IKT can win on $GOSS hit or miss a rare setup $BEAM Q1 update as much about reg path as AAT data $AVTX $ZURA can't wait for inordinate brain damage over +/- 1% vs. HISCR bar $CYTK agree ODYSSEY best case + ACACIA coin toss Notably almost all these names ran 2-3x+ in Q4. still plenty of upside for many but IMO several setups have become much less asymmetric $XBI New year new catalysts: here's a list I am thinking about. $GOSS - $IKT in PAH expected"  
[X Link](https://x.com/Prof_Oak_/status/2007597015866454263)  2026-01-03T23:36Z 12.9K followers, 19.2K engagements


"Scattered compilation of between-the-lines tidbits that stood out amongst the thousands of JPM slides ingested last week $XBI"  
[X Link](https://x.com/Prof_Oak_/status/2013528897682276635)  2026-01-20T08:27Z 12.9K followers, 11.2K engagements


"$IONS / $AZN disclose Phospholamban (PLN) DCM TfR1-siRNA program which began a Ph1 in December $RNA SpinCo pursuing the same and likely not far behind"  
[X Link](https://x.com/Prof_Oak_/status/2013528902560346577)  2026-01-20T08:27Z 12.9K followers, [----] engagements


"Surprised to see $SLDB intending to restrict DMD Ph3 to 7-11 year old patients Notable departure both from the predominant age range of pts. enrolled / treated to date and from what one might reasonable deduce from $SRPT pivotal failure years back Good luck"  
[X Link](https://x.com/Prof_Oak_/status/2013528933761716280)  2026-01-20T08:28Z 12.9K followers, [----] engagements


"$AZN must have one of the busiest / most attractive [----] catalyst calendar among all of biopharma [--] Ph3 readouts many with SOC-defining potential in multi-billion dollar markets. Impressive"  
[X Link](https://x.com/Prof_Oak_/status/2013528938895552984)  2026-01-20T08:28Z 12.9K followers, 16.1K engagements


"Nothing new but loved this visualization from $KYMR of the biologic-like PK/PD relationship achievable with degraders and how it diverges from the 1:1 stoichiometry that constrains small molecule inhibitors"  
[X Link](https://x.com/Prof_Oak_/status/2013528944046170224)  2026-01-20T08:28Z 12.9K followers, [----] engagements


"Finally its been covered elsewhere but loved $REGN provocative and self-serving retrospective on biopharma M&A Among [---] deals since [----] 43% (& counting) Failures 2x Winners Among N=290 with known outcomes IRR was an abysmal 8% Licensing IRR outperformed M&A by 4.5x"  
[X Link](https://x.com/Prof_Oak_/status/2013528949133893764)  2026-01-20T08:28Z 12.9K followers, 18.4K engagements


"$GSK Ailos $RAPT. the guttural Big Pharma urge to buy a Chinese mAb in a shiny US biotech wrapper at 5x the price of going direct You don't even have to make your own slides to be worth a couple billion How many Ozureprubart copies are kicking around across the Pacific Using grainy screenshots straight from your Chinese partner's deck for maximal authenticity $RAPT https://t.co/wFiglfVMQt Using grainy screenshots straight from your Chinese partner's deck for maximal authenticity $RAPT https://t.co/wFiglfVMQt"  
[X Link](https://x.com/Prof_Oak_/status/2013656118430437493)  2026-01-20T16:53Z 12.9K followers, 13.2K engagements


"So happy this patient's diagnostic odyssey has finally concluded"  
[X Link](https://x.com/Prof_Oak_/status/2016653538802172070)  2026-01-28T23:24Z 12.9K followers, [----] engagements


"$GENB S-1 is an entertaining read. Must've gotten really creative with the accounting to make this one work Yes we've burned $676M since inception Yes we have [--] active clinical-stage program And Yes we've absolutely cut Cost to POC by 85% Sorry guys the math isn't mathing"  
[X Link](https://x.com/Prof_Oak_/status/2019614878491607548)  2026-02-06T03:31Z 12.9K followers, [----] engagements


"Also chuckle-worthy: Flagship's shameless self-dealing $GENB on the hook for low single-digit royalties back to Mother Ship on anything they ever develop & while he's at it Noubar throws himself a nice chunk of options as a sweetener Highly atypical behavior"  
[X Link](https://x.com/Prof_Oak_/status/2019614883399233629)  2026-02-06T03:31Z 12.9K followers, [----] engagements


"@JacobPlieth Figured I should be generous. In any case can be pretty confident in $1.5B - who'd be excited to take a step-down at a price tag below the direct comp (Orbital)"  
[X Link](https://x.com/Prof_Oak_/status/2020888758673936853)  2026-02-09T15:53Z 12.9K followers, [---] engagements


"4Q Clinical / Corp. $AGIO Ph3 SCD $CGEM CD19 Lupus FIH $GPCR oGLP1 Ph2b $ALEC Lato FTD-GRN Ph3 $GOSS PAH Ph3 $ZBIO IgG4-RD Ph3 $NUVL ALK Pivotal $RNA DM1 / DMD OLE $DYN Ex51 DMD Pivotal $SRPT / $ARWR DM1 / FSHD FIH $ELDN CD40L Transplant Ph2 $MLTX SLK PPP Ph2 $ARGX FcRN LN POC $ARGX CD2 DGF POC $ARWR INHBE Ph1/2 $PVLA VLM Ph2 $ALLO AID Ph1 FIH $PRQR NTCP FIH"  
[X Link](https://x.com/Prof_Oak_/status/1941987552363184368)  2025-07-06T22:28Z 12.9K followers, [----] engagements


"May be a few folks - $AGIO $KALV $GSK - whod dispute the claim of hitting all drug target dates but whos counting Under President Trumps leadership the FDA: ✅ Just hit a monthly record cell & gene Tx approvals ✅ Hitting ALL drug target date goals ✅ Eliminating animal testing requirements ✅ Reducing decision times (1 yr to months) ✅ Onboarding [----] new scientists ✅ Accelerating Under President Trumps leadership the FDA: ✅ Just hit a monthly record cell & gene Tx approvals ✅ Hitting ALL drug target date goals ✅ Eliminating animal testing requirements ✅ Reducing decision times (1 yr to months) ✅"  
[X Link](https://x.com/Prof_Oak_/status/2002041880532668678)  2025-12-19T15:42Z 12.9K followers, [----] engagements


"$CRSP quietly disclosing underwhelming Lp(q) data and strategic pivot to a second gen program (a recurring theme) Max Lp(a) reduction of 73% falls well-below the 85-90%+ reductions achieved with RNAi. Notable given Cas9 has achieved superior knock-down than RNAi in most other clinical settings to date (e.g. TTR HAE) https://twitter.com/i/web/status/2013528912848937046 https://twitter.com/i/web/status/2013528912848937046"  
[X Link](https://x.com/Prof_Oak_/status/2013528912848937046)  2026-01-20T08:27Z 12.9K followers, [----] engagements


"$BBIO -18% since this tweet Coincidence I think not My $BBIO PT is under review https://t.co/obhfHwyNFS My $BBIO PT is under review https://t.co/obhfHwyNFS"  
[X Link](https://x.com/Prof_Oak_/status/2019527553862742413)  2026-02-05T21:44Z 12.9K followers, [----] engagements


"Good on Orna but cant imagine this is a huge win for investors or employees $321M in between Seed/A/B - $1.5B post in '22 '24 absorbed ReNAgade which had raised $300M '25 +$65M $VRTX note thatll convert So $2B ish $LLY U/F leaves major investors with a 2-3x maybe And with that pref stack not much left for the common valuations & capital intensity still matter https://twitter.com/i/web/status/2020879939021480244 https://twitter.com/i/web/status/2020879939021480244"  
[X Link](https://x.com/Prof_Oak_/status/2020879939021480244)  2026-02-09T15:18Z 12.9K followers, [----] engagements


"Another distillation of the forthcoming inflection in SMid biotech profitability from Morgan Stanley $XBI $NBI $BBC Projected 14% topline 25-30 CAGR with aggregate EBITDA reaching $40B at a mid-teens ROE. At historical multiples implies a 10-14% CAGR for NBI through [----] And with current commercial-stage valuations still lagging historical averages hard to argue the setup isnt attractive https://twitter.com/i/web/status/2000342356910805087 https://twitter.com/i/web/status/2000342356910805087"  
[X Link](https://x.com/Prof_Oak_/status/2000342356910805087)  2025-12-14T23:09Z 12.9K followers, 27.2K engagements


"Cowens Thome top [----] catalysts $UTHR $DRUG $XENE $MIRM $VRDN $ARWR $TRDA $AMLX $NTLA $ANAB"  
[X Link](https://x.com/Prof_Oak_/status/2002083303286059364)  2025-12-19T18:27Z 12.9K followers, 11.6K engagements


"$BBIO / Gondola ABCG2 inhibitor emerges as an interesting new MOA for EPP Impressive 60-70%+ reduction in plasma PPIX within just [--] days in Ph2a. Small N but for now compares favorably to $IRON on both speed and depth of response"  
[X Link](https://x.com/Prof_Oak_/status/2013528918783914293)  2026-01-20T08:27Z 12.9K followers, [----] engagements


"Wait you're telling me it isn't as easy as popping a YTE into the Fc and waiting for my billions in revenue to appear Thanks for playing $APGE $SYRE $ORKA $ABSI $XNCR"  
[X Link](https://x.com/Prof_Oak_/status/2016205012989292658)  2026-01-27T17:41Z 12.9K followers, 25.7K engagements


"Important distinction: $LLY CD19 mAb intentionally designed to be non-depleting. Proposed MOA is inhibition of BCR-CD19 clustering Interestingly still outperformed Rituxan preclinically +1 $CLYM +1 $CGEM [---] $ZBIO. wonder which has the highest MC $LLY killed its CD19 mAb. $CLYM $LLY killed its CD19 mAb. $CLYM"  
[X Link](https://x.com/Prof_Oak_/status/2019129887299363235)  2026-02-04T19:24Z 12.9K followers, 11.4K engagements


"Orna's Dystrophin mRNA-LNP Program will always be remembered as a beautiful embodiment of the Covid-era biotech bull market vibes Take me back"  
[X Link](https://x.com/Prof_Oak_/status/2020879934881669122)  2026-02-09T15:18Z 12.9K followers, [----] engagements


"$EQRX is an interesting hedge against VC-induced biotech incrementalism and the consequent overcrowding across targets indications and modalities Send tweet"  
[X Link](https://x.com/Prof_Oak_/status/1477392947960242176)  2022-01-01T21:35Z 12.9K followers, [--] engagements


"Interesting optionality on top of a base biz that has been way oversold $LEGN $LEGN quietly making a big push into in vivo Car-T: LVIVO-TaVec100 (CD19 x CD20) LVIVO-TaVec200 (GPRC5D) LVIVO-TaVec400 (target undisclosed) .all recently entered human trials. $LEGN quietly making a big push into in vivo Car-T: LVIVO-TaVec100 (CD19 x CD20) LVIVO-TaVec200 (GPRC5D) LVIVO-TaVec400 (target undisclosed) .all recently entered human trials"  
[X Link](https://x.com/Prof_Oak_/status/2022345206142734578)  2026-02-13T16:20Z 12.9K followers, [----] engagements


"Jefferies highlight biotech EV / cash at historical lows but (1) average company has more cash vs. historical periods; and (2) average cash burn per company is at all-time highs $XBI"  
[X Link](https://x.com/Prof_Oak_/status/1510935335957581826)  2022-04-04T11:00Z 12.9K followers, [---] engagements


"If the abstracts are any indication #ASGCT22 will be a snooze-fest. Little that stood out to me as new / noteworthy. Here are some takeaways / tidbits from digging through this years abstract list: (1/18)"  
[X Link](https://x.com/Prof_Oak_/status/1522587775014428673)  2022-05-06T14:43Z 12.9K followers, [---] engagements


"Evercore's top [--] upcoming catalysts. $ALNY $KRTX $ISEE $AMLX should provide some 3Q fireworks - probably the most important near-term idiosyncratic events for $XBI"  
[X Link](https://x.com/Prof_Oak_/status/1544674899716984840)  2022-07-06T13:29Z 12.9K followers, [--] engagements


"Annual weekend digging through ASH abstracts. Others such as @JacobPlieth @ByMadeleineA & @BertrandBio have covered the big clinical updates - encourage you to check out their great summaries. Here are a few themes / under-the-radar abstracts that caught my attention: (1/11)"  
[X Link](https://x.com/Prof_Oak_/status/1591803361111994368)  2022-11-13T14:41Z 12.9K followers, [---] engagements


"Thrilled for Becky and Paul $MDGL is such a great story. Husband-Wife team pull wifes shelved drug out of big pharma and gut out [--] years of development with a skeleton team to shepherd it to a positive Phase [--] and likely the first approval in a mega-blockbuster market"  
[X Link](https://x.com/anyuser/status/1604812818783424514)  2022-12-19T12:16Z 12.9K followers, 53.6K engagements


"Alright now that were all caught up from JPM (right) turning the page to a busy remainder of Q1. Some events Ill be watching:"  
[X Link](https://x.com/anyuser/status/1617327210536239104)  2023-01-23T01:03Z 12.9K followers, 66K engagements


"Q1 catalysts with expected moves from Cowen Alright now that were all caught up from JPM (right) turning the page to a busy remainder of Q1. Some events Ill be watching: Alright now that were all caught up from JPM (right) turning the page to a busy remainder of Q1. Some events Ill be watching:"  
[X Link](https://x.com/Prof_Oak_/status/1618254836797157376)  2023-01-25T14:29Z 12.9K followers, 24.9K engagements


"Interesting development in the gene writing space👇 Tome's methods patent application for PASTE was granted in the US despite the technology's reliance on $PRME Prime Editing"  
[X Link](https://x.com/Prof_Oak_/status/1625822464843386880)  2023-02-15T11:40Z 12.9K followers, 31.9K engagements


"Manmeet Soni $RETA COO / CFO and President has a pretty remarkable track record: $ALNY CFO (2017-19) - stock 2x 4x since $ARIA CFO (2016-17) - acquired by $TAK $PCYC CFO (2012-15) - acquired by $ABBV Even his original $RETA grants in the money in AH trading"  
[X Link](https://x.com/anyuser/status/1630718725581160449)  2023-02-28T23:56Z 12.9K followers, 21.5K engagements


"Big upcoming 2Q with several high profile readouts and regulatory events on the docket Not exhaustive but here's what's on my radar for the quarter ahead:"  
[X Link](https://x.com/Prof_Oak_/status/1642602387276693508)  2023-04-02T18:58Z 12.9K followers, 62.8K engagements


"Cowen's expected moves for a subset of 2Q events $XBI Big upcoming 2Q with several high profile readouts and regulatory events on the docket Not exhaustive but here's what's on my radar for the quarter ahead: Big upcoming 2Q with several high profile readouts and regulatory events on the docket Not exhaustive but here's what's on my radar for the quarter ahead:"  
[X Link](https://x.com/Prof_Oak_/status/1642842668123275264)  2023-04-03T10:53Z 12.9K followers, 24.4K engagements


"Long thread Sunday. Im not able to make the trip to LA for #ASGCT23 but that didnt stop me from combing through [----] abstracts to bring you just as many tweets on the highlights. Some key themes and tidbits once again (1/26)"  
[X Link](https://x.com/anyuser/status/1655175050943668226)  2023-05-07T11:37Z 12.9K followers, 62.9K engagements


"Upcoming events and expected moves from Cowen. Should be an exciting June to wrap up Q2. Some confirmed events: $MLTX IL-17 Ph2 data $QURE & $PTCT HD data $ACET CD20 gdCAR-T update $FDMT CF functional data High-profile PDUFAs ($BMRN Roctavian $SRPT SRP-9001)"  
[X Link](https://x.com/anyuser/status/1664220028932112384)  2023-06-01T10:39Z 12.9K followers, 46.3K engagements


"Pretty remarkable that $BMY's ratio of CAR-T manufacturing employees to treated patients is 1:1 [--] facilities and 4K employees for $677M in LTM revenue. Cell therapy is hard"  
[X Link](https://x.com/anyuser/status/1666907065527222272)  2023-06-08T20:36Z 12.9K followers, 35.3K engagements


"Back from July 4th with a 3Q23 catalyst watchlist $XBI Several high profile closely watched events upcoming but overall a fairly quiet period with respect to SMid updates and medical conferences As always not exhaustive but some events Im watching in the coming Q:"  
[X Link](https://x.com/anyuser/status/1676536539738677248)  2023-07-05T10:20Z 12.9K followers, 35.4K engagements


"Couple cool graphics in BCG's [----] New Modalities report: (1) '19-'23 progress / failure rates by modality Similar rates irrespective of modality. Fit-for-purpose modality is necessary but insufficient; target selection and underlying biology are still rate-limiting variables"  
[X Link](https://x.com/Prof_Oak_/status/1680529370081837057)  2023-07-16T10:46Z 12.9K followers, 16.8K engagements


"Immunology significantly outperforming YTD vs. other XBI TA subsectors. Big divergence in the last [--] months. Chart from Jefferies"  
[X Link](https://x.com/Prof_Oak_/status/1688281289126756355)  2023-08-06T20:10Z 12.9K followers, [----] engagements


"Upcoming (September - November) events / conferences and expected moves from Cowen $XBI"  
[X Link](https://x.com/anyuser/status/1697589114982609341)  2023-09-01T12:35Z 12.9K followers, [----] engagements


"Demand for lab space down 50% since YE21 per JLL. Boston hit particularly hard Meanwhile lab development pipeline up close to 2x over the same period $ARE $JLL"  
[X Link](https://x.com/anyuser/status/1704662826344665475)  2023-09-21T01:04Z 12.9K followers, 25.4K engagements


"Q4 catalysts and expected moves from Cowen $XBI My list coming. at some point"  
[X Link](https://x.com/anyuser/status/1708815848293732527)  2023-10-02T12:07Z 12.9K followers, 44.8K engagements


"Novartis said that its top priority for CAR T therapies is now autoimmune diseases even over cancer Nice comments from Richard Siegel Head of Immunology at $NVS. Ongoing study of YTB323 will enroll older and sicker patients than Schett IST with data within a year A pack of CAR T cell therapies are now in trials in lupus as the race begins to prove the potential of autologous cell therapies in autoimmune disease - find out more in this news article published today https://t.co/ntF8qYrlr4 https://t.co/78MzEscsrL A pack of CAR T cell therapies are now in trials in lupus as the race begins to"  
[X Link](https://x.com/Prof_Oak_/status/1712935229709488404)  2023-10-13T20:55Z 12.9K followers, 57.7K engagements


"Stark outperformance for Obesity and Autoimmune CAR-T names relative to other therapeutic area sub-categories in [----] per Cantor. Taking the opposite side of the trade (particularly Obesity) increasingly interesting to me $XBI"  
[X Link](https://x.com/Prof_Oak_/status/1731299090183434400)  2023-12-03T13:07Z 12.9K followers, [----] engagements


"Bleeding-edge innovator. (Largely) 100% pipeline success rate. SOC-changing therapies. Would you believe those qualities describe a Co down 98% from peak and facing cash balance zero $BLUE will always be a reminder that scientific success does not guarantee business success"  
[X Link](https://x.com/anyuser/status/1733226922023202952)  2023-12-08T20:47Z 12.9K followers, 23.3K engagements


"CD19 CAR-T continues to impress in SLE. Update from Schett lab at the ASH press briefing h/t @JacobPlieth 8/8 remain in CR most out to 12M+. Patient image is particularly striking"  
[X Link](https://x.com/Prof_Oak_/status/1733541228715647242)  2023-12-09T17:36Z 12.9K followers, 15.8K engagements


"Cantor's top binary catalysts of [----] Of most interest to me: $ALNY HELIOS-B $PFE DMD Ph3 $ARGX POTS (+ several others) $MGTX XLRP Ph3 $AMLX Ph3 $NVS IT Zolgensma Ph3 $AMGN TSLP COPD Ph3 Good list - much more to come post-JPM catalyst timeline updates $XBI"  
[X Link](https://x.com/anyuser/status/1736164640218853511)  2023-12-16T23:21Z 12.9K followers, 37.4K engagements


"There were great entry opportunities for many recent blockbuster acquisitions: $IMGN @ $12.50 post-ESMO (+150% in 5W) $KDNY @ $18 post-short report (+120% in 4W) $CERE @ $20 after trial delays (+125% in 3M) $KRTX @ $169 post-NDA / BP overhangs (+95% in 3W)"  
[X Link](https://x.com/anyuser/status/1738216224067092798)  2023-12-22T15:13Z 12.9K followers, 19K engagements


"Preclinical gene editing and me-too TKI IPOs back on the menu $MGX $AVBP We are so back"  
[X Link](https://x.com/Prof_Oak_/status/1743425370844520635)  2024-01-06T00:12Z 12.9K followers, 18.3K engagements


"$AMAM finishing an incredible rise from the ashes with a bang Stock was $0.50 in December of [----]. 56x to $JNJ acquisition price in a little over a year"  
[X Link](https://x.com/anyuser/status/1744338088288039173)  2024-01-08T12:39Z 12.9K followers, 18.8K engagements


"Refreshing the 1Q24 catalyst list post-JPM $XBI An exciting slate of events to kick off the year. Some I'm watching:"  
[X Link](https://x.com/anyuser/status/1747076515106361400)  2024-01-16T02:01Z 12.9K followers, 25K engagements


"Nice visualization of a key driver of pharma M&A $XBI Total revenue loss from LOE for 2024-2028 forecasted to be 2x that of the preceding 5-year period"  
[X Link](https://x.com/anyuser/status/1748860532839645310)  2024-01-21T00:10Z 12.9K followers, 67.2K engagements


"2024 cell therapy catalysts (oncology only) courtesy of William Blair. Some interesting late-stage private catalysts in here including Affini-T A2 and ImmPACT for whom good data could pave a path to the public markets $XBI"  
[X Link](https://x.com/Prof_Oak_/status/1749068734398873757)  2024-01-21T13:57Z 12.9K followers, [----] engagements


"Its [----] are you even a real smid cap biotech if you dont dilute shareholders with a pre-catalyst PIPE led by some combination of RA TCGx Frazier or Venrock"  
[X Link](https://x.com/anyuser/status/1755579207290150922)  2024-02-08T13:07Z 12.9K followers, 33.6K engagements


"Fitting end to another amazing comeback story as $GILD acquires $CBAY $CBAY was a $2 stock in May [----]. 16x to takeout price of $32.50 in [--] years"  
[X Link](https://x.com/anyuser/status/1757043938924630223)  2024-02-12T14:08Z 12.9K followers, 19.6K engagements


"Interesting set up for $SGMO now with FDA (seemingly) shifting its stance on registrational requirements for Fabry GTx. Actually makes [---] a transactable asset if partner can get comfortable. Lot of upside if sentiment continues to shift First look at eGFR for Fabry AAV GTx is quite supportive. Avg. [------] mL/min decline at 12M vs. [----] mL/min annual for Fabrazyme. Also some interesting data demonstrating loss of a-gal nAb titers over time Not sure how $SGMO can finance it and/or transact but a non-inferiority https://t.co/tn0Rscv4pn First look at eGFR for Fabry AAV GTx is quite supportive."  
[X Link](https://x.com/Prof_Oak_/status/1757134290691768709)  2024-02-12T20:07Z 12.9K followers, 49K engagements


"Arc Institute has been on fire recently. LLM innovation multiple new gene editing tools bridgeRNA discovery / elucidation and more all in the past few weeks Really encouraged to see a new academic research funding model proving out and doing so very soon after inception Is DNA all you need In new work we report Evo a genomic foundation model that learns across the fundamental languages of biology: DNA RNA and proteins. Evo is capable of both prediction tasks and generative design from molecular to whole genome scale. https://t.co/BPo9ggHhmp Is DNA all you need In new work we report Evo a"  
[X Link](https://x.com/Prof_Oak_/status/1762554468803969505)  2024-02-27T19:05Z 12.9K followers, 41.9K engagements


"Wegovy x Equinox collab about to take wealthy urban elites by storm"  
[X Link](https://x.com/anyuser/status/1764332310282088914)  2024-03-03T16:49Z 12.9K followers, 69.9K engagements


"1Q24 is already the 3rd biggest quarter for biotech public equity financings ever with total dollars raised back to 2020-21 levels. To no one's surprise the biggest quarter for PIPEs on record by far. Data from Leerink $XBI"  
[X Link](https://x.com/Prof_Oak_/status/1766223415852114402)  2024-03-08T22:04Z 12.9K followers, 15.2K engagements


"Pretty remarkable that $GILD expects CAR-T manufacturing to hit biologic gross margins by [----] Effectively projecting a compounded 8.5% GM expansion over [--] years while increasing overall capacity by 2.5x Not something many saw as possible in the early days of cell therapy"  
[X Link](https://x.com/anyuser/status/1769874757388784089)  2024-03-18T23:53Z 12.9K followers, 24K engagements


"Happy Q2 to all Looking forward to a great slate of $XBI events over the next couple months"  
[X Link](https://x.com/anyuser/status/1774598092169359456)  2024-04-01T00:42Z 12.9K followers, 12.4K engagements


"$VERV safety issues exemplify the nuanced & idiosyncratic nature of LNP translatability. LNP/modality fit is highly individual - $NTLA NVS lipid doesnt work w/ BE $VERV Acuitas lipid doesnt work w/ PE etc. Thus viewing LNP delivery as purely modular is an oversimplification"  
[X Link](https://x.com/Prof_Oak_/status/1775142132552200254)  2024-04-02T12:43Z 12.9K followers, 16.3K engagements


"Have been traveling and just now getting a chance to catch up on ASGCT $XBI Few themes that stuck out to me:"  
[X Link](https://x.com/Prof_Oak_/status/1792378046348972531)  2024-05-20T02:13Z 12.9K followers, 23.2K engagements


"$REGN's treatment approach to food allergy is quite fascinating. Interested to see if it's the start of a broader theme Ig-agnostic TCE induction followed by Ig-subtype targeted maintenance could be a widely applicable concept (1/5)"  
[X Link](https://x.com/anyuser/status/1795072861272428555)  2024-05-27T12:41Z 12.9K followers, 34.5K engagements


"Another datapoint on GLP-1 durability from $PODD analysis on $UNH Optum claims data with N=54K 55% discontinued within 12M 28% within [--] days $LLY $NVO"  
[X Link](https://x.com/anyuser/status/1804280318230204521)  2024-06-21T22:28Z 12.9K followers, 41.6K engagements


"Alright time to turn the page to 2H24. Tough / volatile Q2 for $XBI and even more so for small- and mid-cap names despite several big wins in closely watched events $ALNY $INSM $SRPT etc. Let's talk 3Q/2H events. Here are those I'm watching closely. Happy hunting (1/9)"  
[X Link](https://x.com/anyuser/status/1807933253308850629)  2024-07-02T00:24Z 12.9K followers, 49.9K engagements


"$LLY recent larger M&A: $MORF $PNT $DICE Versanis Common theme: all bought post-POM pre-POC / full de-risking. Higher clinical risk offset by lower price $LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that"  
[X Link](https://x.com/anyuser/status/1810297153614471562)  2024-07-08T12:57Z 12.9K followers, 11K engagements


"Couple of these payouts are remarkable when considered in the context of CEO tenure Ron Renaud - CEO of $CERE for [---] days David Epstein - CEO of $SGEN for [---] days Nice work if you can get it h/t @AndrewE_Dunn @endpts"  
[X Link](https://x.com/anyuser/status/1811748857446875488)  2024-07-12T13:06Z 12.9K followers, 19.1K engagements


"From a recent IQVIA report: trial enrollment timelines have increased across all phases and TAs by an avg. of 26% since [----] Driven by: increased N per trial growing trial complexity and fewer sites / countries (partially geopolitical)"  
[X Link](https://x.com/Prof_Oak_/status/1812097209283809309)  2024-07-13T12:10Z 12.9K followers, 15.8K engagements


"Appreciated this article from LEK on first- vs. best-in-class drugs Unlike most academic work on this topic LEK acknowledges the empirical reality that a majority of drugs fail to achieve commercial success and strives to bridge that incongruity in their analysis (1/4)"  
[X Link](https://x.com/Prof_Oak_/status/1814665123547484349)  2024-07-20T14:14Z 12.9K followers, 52K engagements


"What's driving that bimodal distribution Differentiation or lack thereof Order of entry is incredibly important for undifferentiated drugs. Conversely it plays a far lesser role for differentiated products. In both cases avg. benchmarks under / overstate potl. share (3/4)"  
[X Link](https://x.com/Prof_Oak_/status/1814665128249319638)  2024-07-20T14:14Z 12.9K followers, 12.8K engagements


"16 years in congratulations to $ADAP for achieving approval of TECELRA their first and the first for an engineered cell therapy for solid tumors A milestone to celebrate but it's hard to see how this will be a sustainable commercial business. Let's look at the numbers (1/6)"  
[X Link](https://x.com/anyuser/status/1819724488105197639)  2024-08-03T13:18Z 12.9K followers, 43.7K engagements


"Cell & Gene Therapy VC funding annualizing at $1B [----] YTD on pace for its worst year in a decade Many FIH readouts for new modalities in '24-25 - ADAR Editing Base/Prime Editing novel AAV capsids etc. Translational success paired with continued regulatory flexibility and reasonable metrics for high profile launches (e.g. CRSP SRPT) could be the basis for renewed capital flows"  
[X Link](https://x.com/Prof_Oak_/status/1823151275195744337)  2024-08-13T00:15Z 12.9K followers, 13K engagements


"Great insights from Cantor on operating costs of Casgevy launch / infrastructure $500M in run-rate annual spend +17% YoY in 2Q24 Implied break-even requires [---] pts treated / yr $CRSP lucky to have $VRTX's deep pockets. $BLUE not so fortunate"  
[X Link](https://x.com/anyuser/status/1823870829001580572)  2024-08-14T23:54Z 12.9K followers, 26.1K engagements


"Jefferies' list of "LOE Hole-Filling" launches in 2025+ progressively getting bought up $MORF most recently. Who's next $XBI"  
[X Link](https://x.com/anyuser/status/1836876128943747247)  2024-09-19T21:12Z 12.9K followers, 15.3K engagements


"Cowen's Q4 catalysts and expected moves $XBI"  
[X Link](https://x.com/Prof_Oak_/status/1841074949022203925)  2024-10-01T11:17Z 12.9K followers, 45.1K engagements


"Excellent list of resources for those who may be newer to the biotech industry $XBI And of course follow @plainyogurt21 Inspired by another list for general investing I put together a list for biotech investors. Includes news Financial Regulatory scientific sources. Does not include blogs/twitter etc. I want to highlight a few I find valuable and/or fly under the radar. Thanks to all you https://t.co/yH2OGfPEFP Inspired by another list for general investing I put together a list for biotech investors. Includes news Financial Regulatory scientific sources. Does not include blogs/twitter etc. I"  
[X Link](https://x.com/anyuser/status/1842921523377799672)  2024-10-06T13:35Z 12.9K followers, 15.6K engagements


"Let's talk about Cells v. TCEs v. mAbs for cellular depletion in AID My view: Cells/TCEs will achieve superior depletion in tissues that matter (e.g. germinal centers - NOT serum) and superior efficacy (as in oncology) Several recent ACR abstracts corroborate this view (1/7)"  
[X Link](https://x.com/anyuser/status/1843826016688693391)  2024-10-09T01:29Z 12.9K followers, 27.4K engagements


"May be approaching the trough of disillusionment for gene editing technology: (1) $VERV [---] SAEs (2) $CRSP CASGEVY terrible economics (3) $NTLA HAE degradation / TTR written off (4) Collabs terminated $MGX $DTIL etc. (5) Near-universal restructurings Publics down 50%+ YTD"  
[X Link](https://x.com/anyuser/status/1849528014045843967)  2024-10-24T19:06Z 12.9K followers, 69.8K engagements


"Thankful for a week in which rigorous empirical data are rewarded $BBIO while frauds are lost to history $SAVA $ALPT"  
[X Link](https://x.com/anyuser/status/1861892081490296869)  2024-11-27T21:57Z 12.9K followers, 11.9K engagements


"Interesting data from Cantor on trading patterns around binaries. Analyzed [---] Smid Ph3s & [--] trading strategies Best avg return Buy -12M sell +6M Best risk-adj return Buy -12M sell -30D; + return irrespective of trial outcome Nice illustration of "playing the run-up" $XBI"  
[X Link](https://x.com/anyuser/status/1868424832259629066)  2024-12-15T22:36Z 12.9K followers, 25.5K engagements


"Biotech's class of [----] IPOs Performance since across [--] names: Median = -82% Average = -23% (Thanks $RXDX) Self-inflicted atrocity $XBI"  
[X Link](https://x.com/anyuser/status/1870877958547599711)  2024-12-22T17:03Z 12.9K followers, 38.8K engagements


"10 months later closing a record year for PIPEs $XBI $9B in gross issuance via PIPEs an all-time high and 3x more than the previous record. PIPEs were 23% of all biotech secondary issuance also a record Data courtesy of Leerink Its [----] are you even a real smid cap biotech if you dont dilute shareholders with a pre-catalyst PIPE led by some combination of RA TCGx Frazier or Venrock Its [----] are you even a real smid cap biotech if you dont dilute shareholders with a pre-catalyst PIPE led by some combination of RA TCGx Frazier or Venrock"  
[X Link](https://x.com/anyuser/status/1870883115369136362)  2024-12-22T17:24Z 12.9K followers, 20K engagements


"King $SGMO from brink of bankruptcy to +357% YTD "Gene Editing" comparator isn't entirely accurate but outperformance is similar vs. AAV basket Likely a couple C>x names will be multi-baggers in [----] - who's next year's $SGMO Interesting set up for $SGMO now with FDA (seemingly) shifting its stance on registrational requirements for Fabry GTx. Actually makes [---] a transactable asset if partner can get comfortable. Lot of upside if sentiment continues to shift Interesting set up for $SGMO now with FDA (seemingly) shifting its stance on registrational requirements for Fabry GTx. Actually"  
[X Link](https://x.com/anyuser/status/1873066996340015506)  2024-12-28T18:02Z 12.9K followers, 23.9K engagements


"And for what it's worth $SGMO will likely mean revert to its long and storied tradition of value destruction"  
[X Link](https://x.com/Prof_Oak_/status/1873067898996179072)  2024-12-28T18:06Z 12.9K followers, 17.2K engagements


"Couldnt even wait for [----] to end $SGMO -30% after $PFE dumps Giroctocogene Fitelparvovec despite a positive Ph3 And for what it's worth $SGMO will likely mean revert to its long and storied tradition of value destruction And for what it's worth $SGMO will likely mean revert to its long and storied tradition of value destruction"  
[X Link](https://x.com/anyuser/status/1873843722695434551)  2024-12-30T21:28Z 12.9K followers, 27K engagements


"Cowen Q1 catalysts and expected moves $XBI As usual will share a list of my [----] catalysts of interest after sifting through a few hundred JPM presentations"  
[X Link](https://x.com/anyuser/status/1874836309807948032)  2025-01-02T15:13Z 12.9K followers, 31.9K engagements


"Brutal Q4 catalyst hit rate for SMids and Large Biopharma alike We all felt it and it's evident in the numbers too: $100B in net market cap lost via D1 post-catalyst performance $XBI"  
[X Link](https://x.com/anyuser/status/1875168638191411656)  2025-01-03T13:13Z 12.9K followers, 12.2K engagements


"Perhaps the hedge is simply China itself Plenty of rhetoric re: the downfall of US biotech to Chinese competition and I agree the threat is real but is no one willing to reframe the problem and consider the positives There is a scenario in which accepting China's areas of comparative advantage results in more efficient / productive capital allocation within US biotech capital markets over the long-run (granted after a painful reset) I know no one wants to hear that but my concern is that the commentary on X will increasingly err toward inciting fear and promoting blanket protectionism without"  
[X Link](https://x.com/anyuser/status/1875176550506647869)  2025-01-03T13:45Z 12.9K followers, 44.5K engagements


"+300% on N=1 cell therapy data We are so back $SANA Preclinical gene editing and me-too TKI IPOs back on the menu $MGX $AVBP We are so back Preclinical gene editing and me-too TKI IPOs back on the menu $MGX $AVBP We are so back"  
[X Link](https://x.com/anyuser/status/1876780162521403835)  2025-01-07T23:57Z 12.9K followers, 12.2K engagements


"Your Phase [--] derisked biotech is trading at a fraction of peak sales while the Jurassic Park company hits $10B Sharing our Series C funding round which makes Colossal the first Texas-based company valued over $10 billion 💪🦣🧬 Via @VentureBeat: Our recent successes in creating the technologies necessary for our end-to-end de-extinction toolkit have been met with enthusiasm by the https://t.co/2h2c1HXS4N Sharing our Series C funding round which makes Colossal the first Texas-based company valued over $10 billion 💪🦣🧬 Via @VentureBeat: Our recent successes in creating the technologies"  
[X Link](https://x.com/anyuser/status/1879649540070092876)  2025-01-15T21:59Z 12.9K followers, 88.2K engagements


"Compendium of tidbits / slides I found interesting while sifting through a couple hundred JPM / Jan [--] corporate decks Catalyst rundown will follow over the weekend or early next $XBI (1/10)"  
[X Link](https://x.com/anyuser/status/1880208910940008531)  2025-01-17T11:01Z 12.9K followers, 31.9K engagements


"Oaks Top [--] Biotech Catalysts for [----] Looking forward to an exciting slate of readouts in [----]. Ive pulled my top [--] which are not necessarily the biggest industry catalysts but are those in which I have a particular interest financially or intellectually Lets dive in $XBI"  
[X Link](https://x.com/anyuser/status/1881659550467588378)  2025-01-21T11:06Z 12.9K followers, 33.9K engagements


"Dismal sentiment in biotech markets recently. Easy to blame political volatility rates China etc. Harder to look inward - stocks work when drugs work Through 1Q25 to date worst three-quarter stretch for the sector's Ph2/3 hit rate since [----] as tracked by Jefferies $XBI"  
[X Link](https://x.com/Prof_Oak_/status/1889770505726558621)  2025-02-12T20:16Z 12.9K followers, 19.2K engagements


"Remarkable patient anecdotes - a wonderful scientific achievement $REGN Bummer that these programs faded into the obscurity of large pharma where they will undoubtedly garner less coverage and visibility than if $DBTX and $AKUS were still standalone companies "A year after treatment in one ear with DB-OTO a child born profoundly deaf was able to enjoy music engage in imaginative play and participate in bedtime reading when the cochlear implant on their other ear was removed. These seemingly small interactions are life-changing for these children as well as their families" Updated data from"  
[X Link](https://x.com/anyuser/status/1894131359666360816)  2025-02-24T21:04Z 12.9K followers, 21.9K engagements


"YTD performance of public biotechs by development stage courtesy of Leerink Another representation of the failure of $XBI to capture the underperformance in early-stage names which have driven most of the pain at specialist funds thus far in 2025"  
[X Link](https://x.com/anyuser/status/1898062695632380091)  2025-03-07T17:26Z 12.9K followers, 26.1K engagements


"Smid Biotech in 2025: EV/Cash multiple at all-time lows and % trading below cash at all-time highs $XBI Data from Jefferies"  
[X Link](https://x.com/anyuser/status/1900669496412574053)  2025-03-14T22:04Z 12.9K followers, 63.1K engagements


"Q2 off to a 🔥 start. Do catalysts matter anymore Probably not but just in case here are some Q2 events Ill be watching $XBI $BBC"  
[X Link](https://x.com/anyuser/status/1909044772532105338)  2025-04-07T00:45Z 12.9K followers, 12.8K engagements


"Don't look now but. $BEAM strong AATD data supports $500M raise $VERV +50% on strong HeFH data $PRME AATD program looks real @davidrliu receives the Breakthrough Prize May be approaching the trough of disillusionment for gene editing technology: (1) $VERV [---] SAEs (2) $CRSP CASGEVY terrible economics (3) $NTLA HAE degradation / TTR written off (4) Collabs terminated $MGX $DTIL etc. (5) Near-universal restructurings Publics down 50%+ YTD May be approaching the trough of disillusionment for gene editing technology: (1) $VERV [---] SAEs (2) $CRSP CASGEVY terrible economics (3) $NTLA HAE"  
[X Link](https://x.com/anyuser/status/1912308929624678476)  2025-04-16T00:55Z 12.9K followers, 35.3K engagements


"With the exception of KJs n-of-1 ABE (which alone was wonderful beautiful & inspiring enough to make it a memorable year) #ASGCT25 was rather bland perhaps fittingly so given C>xs challenges Despite that wanted to highlight random tidbits that caught my eye $XBI (1/10)"  
[X Link](https://x.com/anyuser/status/1923894492450447520)  2025-05-18T00:12Z 12.9K followers, 22.8K engagements


"During biotechs retrenchment the shift toward validated and/or hot targets has been palpable Two recent reports nicely visualize this trend of increasing competitive intensity as well as its influence across the full life cycle of asset development $XBI $BBC"  
[X Link](https://x.com/anyuser/status/1924240586099372168)  2025-05-18T23:08Z 12.9K followers, 26.9K engagements


"The last [--] years for biotech investors in a nutshell $XBI H/t Leerink"  
[X Link](https://x.com/Prof_Oak_/status/1925906125943095417)  2025-05-23T13:26Z 12.9K followers, 19.1K engagements


"Best morning for SMid bios in a long time $XBI $BBC Large M&A / Deals - $BPMC / $SNY $9B $BNTX / $BMY $10B ($1.5B UF) Highly Anticipated Catalysts Hit - $VERA IgAn Ph3 +70% $KYMR STAT6 Ph1 +13% $TRVI IPF-CC Ph2b +15% Microcaps Ripping on Data - $LYRA CRS Ph3 hit +170%"  
[X Link](https://x.com/anyuser/status/1929497588606050513)  2025-06-02T11:17Z 12.9K followers, 17.4K engagements


"One of if not the most generous teachers and contributors our community has ever had Someone I only knew as a pseudonym and yet someone who profoundly shaped my trajectory in this crazy biotech world - and Im just one of many with the same experience Rest in Peace @Sports_bios"  
[X Link](https://x.com/Prof_Oak_/status/1938297668822044778)  2025-06-26T18:05Z 12.9K followers, [----] engagements


"Happy 2H25 to all Kick it off with TD Cowen's top Q3 events and expected moves $XBI $BBC"  
[X Link](https://x.com/anyuser/status/1940149661962313817)  2025-07-01T20:45Z 12.9K followers, 25.3K engagements


"Catalyst calendar in 3Q looking light for me (in terms of events about which I care) but still shaping up to be an exciting back-weighted 2H25 Here's what's on my radar $XBI $BBC"  
[X Link](https://x.com/anyuser/status/1941987546767954216)  2025-07-06T22:28Z 12.9K followers, 20.1K engagements


"No idea but the timing is right. Fundamental overhangs have largely cleared leaving $RNA a very clean story (1) $DYN pivot cemented first-in-class status in DM1 (2) Ph3 is v high POS & well-powered for secondaries likely resulting in a superior label at launch (3) Non-TfR1 DM1 competition largely dead $PEPG $TRDA + platform improvements provide LCM visibility into multi-B$ franchise with durability (4) $SRPT / AAV tox opens window for next-gen exon skippers to be preferred 1L (esp. those w/ 25% dys) (5) Some risk for FSHD but AA case is reasonable and big lead provides margin to retain"  
[X Link](https://x.com/anyuser/status/1944788270501814526)  2025-07-14T15:57Z 12.9K followers, 37.4K engagements


"Nice visual representation of China's current advantage in patient recruitment / trial enrollment Oncology & Obesity Ph1s & 2s enroll 6-9 months faster in China than in the US H/t @business"  
[X Link](https://x.com/anyuser/status/1944845783788085310)  2025-07-14T19:45Z 12.9K followers, [----] engagements


"$PRME proposing to reprice 8.3M options on the back of a 300%+ bounce from May lows 850K (10%) belong to new CEO who's already $8M ITM on options granted at his appointment Still [---] FTEs no active clinical programs earliest FIH data in [----] runway into 1H26 Dunno man"  
[X Link](https://x.com/anyuser/status/1944868350942978453)  2025-07-14T21:15Z 12.9K followers, 28.3K engagements


"+1 from me $SNDX Endless conjecture re: Menin R/R TAM gives me brain damage. Revu outpacing XOSPATA precedent. XOSPATA does $450M in R/R FLT3 despite RYDAPT use in most 1L FLT3. Menin-eligible pop. 50% larger price 80% higher & no 1L incumbent. Not hard to underwrite R/R Peak Sales of $500M (inclusive of haircut for $KURA) which is Consensus 1L studies aren't slam dunks but also aren't as existential as the pods would have you believe IMO. Early combo data are decent & I'm hopeful past mistakes won't be repeated but just for fun let's consider 1L to be upside Meanwhile NIKTIMVO already"  
[X Link](https://x.com/anyuser/status/1952565461318561797)  2025-08-05T03:00Z 12.9K followers, 35.1K engagements


"When can I start buying this on $HIMS"  
[X Link](https://x.com/anyuser/status/1970127483702837432)  2025-09-22T14:06Z 12.9K followers, 394.3K engagements


"CD19 CAR-T coming to IBD $CABA $KYTX $CGEM New N=1 case report from Schett describes clinical / biochemical remission achieved with auto CD19 CAr-T in refractory Ulcerative Colitis Can't find the article anywhere. potentially a bungled embargo Should be on NEJM soon enough"  
[X Link](https://x.com/anyuser/status/1970614169344114836)  2025-09-23T22:20Z 12.9K followers, 36.8K engagements


"Everyone should read this. Wish I could RT 1000x Invaluable insight into the rigorous truth-seeking & intellectual flexibility that the best biotech investors bring to company & asset diligence; and the objectivity with which they reflect on / learn from hits & misses alike Dan / ADAR1 are rarely wrong - adhering to a process like this is a big reason why Thank you for sharing @Biohazard3737"  
[X Link](https://x.com/anyuser/status/1972486936091906538)  2025-09-29T02:21Z 12.9K followers, 20.5K engagements


"Last couple weeks have been electric. May the thunder roll into Q4 $XBI $BBC Some upcoming catalysts that are on my radar: $JANX PSMA / EGFR Ph1 $AGIO PKR SCD Ph3 $FULC SCD Ph1b $RZLT cHI Ph3 $GOSS PAH Ph3 $ZBIO IgG4-RD Ph3 $IMVT TED Ph3 $PVLA cVM Ph2 $BBIO ADH1 Ph3 / LGMD2i Ph3 IA $JNJ DUET IBD Ph2b $GPCR oGLP-1 Ph2b $CNTA OX2 NT1/2 & IH Ph2a $ALKS OX2 NT2 Ph2 $ALEC FTD-GRN Ph3 $BMY KarXT ADP Ph3 $SNY / $INBX AATD Ph2 $KRRO AATD Ph1 FIH $EWTX o/nHCM Ph1/2 $SRPT / $ARWR DM1 / FSHD Ph1 FIH $DYN Ex51 DMD Ph1/2 $RNA DM1 / DMD Ph1/2 OLE $RHBBY MSTN FSHD / SMA Ph2 $WVE / $ARWR INHBE Ph1/2 FIH"  
[X Link](https://x.com/anyuser/status/1972886761073205399)  2025-09-30T04:50Z 12.9K followers, 51.1K engagements


"TD Cowen's top Q4 binaries with expected stock moves Happy hunting $XBI $BBC"  
[X Link](https://x.com/anyuser/status/1973274078967631965)  2025-10-01T06:29Z 12.9K followers, 27.1K engagements


"In light of the Orbital / $BMY news worth revisiting $BEAM's remarkably productive track record in platform monetization (1) I estimate $270-300M of cash proceeds from the Orbital sale (2) Also used tech to seed $VERV & $PRME - still hold $6M / $9M of equity and monetized Verve Co/Co to $LLY for $200M U/F + $300M milestones (which are now much more likely pay out) (3) Capitalized on post-Covid $PFE to get $300M U/F for [--] discovery targets still the high-water mark in C>x (4) Got $75M U/F from $APLS for targets within a single pathway for which permanent editing will never make sense (5)"  
[X Link](https://x.com/anyuser/status/1976772327070175608)  2025-10-10T22:10Z 12.9K followers, 44.1K engagements


"Look I'm no Scientologist but seeing Founders / Insiders put $270M to work and take 50% of a deal is a religious experience $SMMT"  
[X Link](https://x.com/anyuser/status/1980972820403245369)  2025-10-22T12:21Z 12.9K followers, 11.5K engagements


"Several weeks late in posting this but with #ACR25 kicking off figured I'd share the notable tidbits from my sweep of abstracts (1/10)"  
[X Link](https://x.com/Prof_Oak_/status/1982199574879240432)  2025-10-25T21:36Z 12.9K followers, 12.6K engagements


"Quite a ride from the $5 lows following the [----] SAE to a $72 acquisition [--] years later $RNA $NVS Long-time core holding of mine. Great deal at a great price but bittersweet - $RNA had the makings of an $ALNY $ARGX etc. No idea but the timing is right. Fundamental overhangs have largely cleared leaving $RNA a very clean story (1) $DYN pivot cemented first-in-class status in DM1 (2) Ph3 is v high POS & well-powered for secondaries likely resulting in a superior label at launch (3) Non-TfR1 No idea but the timing is right. Fundamental overhangs have largely cleared leaving $RNA a very clean"  
[X Link](https://x.com/anyuser/status/1982494957815660695)  2025-10-26T17:10Z 12.9K followers, 17.9K engagements

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