#  @RNAiAnalyst Dirk Haussecker
The most important current event appears to be the controversy surrounding the FDA's decision on Quure's ($QURE) Huntington's disease treatment, with many expressing outrage and accusing the FDA of being capricious. The company's situation has sparked a strong reaction from the biotech community, with some suggesting that other forces may be at play. The FDA's decision has also raised questions about the agency's relationship with biotech companies and its decision-making processes.
### Engagements: [------] [#](/creator/twitter::409194010/interactions)
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### Mentions: [--] [#](/creator/twitter::409194010/posts_active)
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### CreatorRank: [-------] [#](/creator/twitter::409194010/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) #6256 [countries](/list/countries) [technology brands](/list/technology-brands) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [social networks](/list/social-networks) [us election](/list/us-election)
**Social topic influence**
[$arwr](/topic/$arwr) #1, [$ntla](/topic/$ntla), [$ions](/topic/$ions) #6, [$alny](/topic/$alny) #3, [$srpt](/topic/$srpt), [$wve](/topic/$wve) #1, [$bbio](/topic/$bbio), [$nvax](/topic/$nvax), [$lly](/topic/$lly) #25, [$pfe](/topic/$pfe)
**Top accounts mentioned or mentioned by**
[@geneinvesting](/creator/undefined) [@amaymd](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@zhaoweiasu](/creator/undefined) [@grok](/creator/undefined) [@biochemyst1](/creator/undefined) [@nejm](/creator/undefined) [@biotechanalysst](/creator/undefined) [@bradloncar](/creator/undefined) [@auditor112017](/creator/undefined) [@drmakaryfda](/creator/undefined) [@biohazard3737](/creator/undefined) [@jfais20](/creator/undefined) [@aamortazavi](/creator/undefined) [@bowtiedbiotech](/creator/undefined) [@hall8jack](/creator/undefined) [@statnews](/creator/undefined) [@arrowheadpharma](/creator/undefined) [@usfda](/creator/undefined) [@sonichedgefund](/creator/undefined)
**Top assets mentioned**
[Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Novavax Inc (NVAX)](/topic/$nvax) [Eli Lilly and Company (LLY)](/topic/$lly) [Pfizer, Inc. (PFE)](/topic/$pfe) [BEAM (BEAM)](/topic/$beam) [Moderna Inc (MRNA)](/topic/$mrna) [uniQure N.V. (QURE)](/topic/$qure) [Prime Medicine, Inc. (PRME)](/topic/$prme) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Verve Therapeutics Inc. (VERV)](/topic/$verv) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [PepGen Inc. (PEPG)](/topic/$pepg) [Novartis AG (NVS)](/topic/novartis) [Abivax SA (ABVX)](/topic/$abvx) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [Metagenomi Technologies, LLC (MGX)](/topic/$mgx) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Novo-Nordisk (NVO)](/topic/$nvo) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Biogen Inc (BIIB)](/topic/$biib) [Vertex Protocol (VRTX)](/topic/$vrtx) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Smart Layer Network (SLN)](/topic/$sln) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Amgen, Inc. (AMGN)](/topic/$amgn) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Sana Biotechnology, Inc. (SANA)](/topic/$sana) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Metsera, Inc. (MTSR)](/topic/$mtsr)
### Top Social Posts
Top posts by engagements in the last [--] hours
"You see that extremely rarely if ever from an academic founder. He knows the science he knows that $prme is stupidly undervalued. Within a month of the managements purchase David Liu himself also bought shares of Prime Medicine ($PRME). Theres no doubt that prime editing is working https://t.co/D99dyhYq6k Within a month of the managements purchase David Liu himself also bought shares of Prime Medicine ($PRME). Theres no doubt that prime editing is working https://t.co/D99dyhYq6k"
[X Link](https://x.com/RNAiAnalyst/status/1933387977759318242) 2025-06-13T04:56Z 21.1K followers, 17.7K engagements
"$cmps we have all witnessed how impactful the politicization of #FDA is. This can only be good for #psychedelics"
[X Link](https://x.com/RNAiAnalyst/status/1964638748551106802) 2025-09-07T10:35Z 21.1K followers, [----] engagements
"$guts interesting Glp-1 off-ramp results along with the 2x dilution. https://finance.yahoo.com/news/fractyl-health-announces-groundbreaking-data-110000025.html https://finance.yahoo.com/news/fractyl-health-announces-groundbreaking-data-110000025.html"
[X Link](https://x.com/RNAiAnalyst/status/1971538482586878169) 2025-09-26T11:32Z 21.1K followers, [----] engagements
"#Novartis Leqvio (PCSK9 RNAi) Q3 sales of $308M +54% yoy. $verv $alny $edit https://www.novartis.com/news/media-releases/novartis-delivers-solid-sales-and-core-operating-income-growth-strong-pipeline-progress-q3-reaffirms-fy-2025-guidance https://www.novartis.com/news/media-releases/novartis-delivers-solid-sales-and-core-operating-income-growth-strong-pipeline-progress-q3-reaffirms-fy-2025-guidance"
[X Link](https://x.com/RNAiAnalyst/status/1983121856778350808) 2025-10-28T10:41Z 21.1K followers, [----] engagements
"Now is the time for #CRISPR companies esp those with clinical LNP experience to come together and freely share liver tox insights. This should not be a competitive issue. $ntla $verv $beam $lly"
[X Link](https://x.com/RNAiAnalyst/status/1983911235214008477) 2025-10-30T14:57Z 21.1K followers, [----] engagements
"$srpt DM1 study enrolment now at 6mg/kg multi dose abt to go up to [--] mg/kg. Triggers $200M milestone to $arwr. $pepg $dyn $rna https://finance.yahoo.com/news/arrowhead-pharmaceuticals-earns-200-million-123000656.html https://finance.yahoo.com/news/arrowhead-pharmaceuticals-earns-200-million-123000656.html"
[X Link](https://x.com/RNAiAnalyst/status/1992937264796868831) 2025-11-24T12:44Z 21.1K followers, [----] engagements
"$ions partner GSK reports ASO bepirovirsen in nuke-treated chronic #HBV patiens meets primary endpoint of 'functional cure'*. Finally another addition to the armamentarium against HBV but still a long way to go to reach HCV-type state. Details to be disclosed in upcoming conferences but HBsAg starting levels [----] seem to do better: *undetectable HBsAg and DNA [--] weeks post treatment cessation https://www.gsk.com/en-gb/media/press-releases/gsk-announces-positive-results-from-b-well-1-and-b-well-2-phase-iii-trials-for-bepirovirsen-a-potential-first-in-class-treatment-for-chronic-hepatitis-b/"
[X Link](https://x.com/RNAiAnalyst/status/2008807120666325273) 2026-01-07T07:45Z 21.1K followers, [----] engagements
"$srpt submits CTA for subQ-administered BBB-crossing RNAi trigger targeting full-length huntingtin. Licensed from $arwr. After my deep-dive not found single convincing evidence against exon [--] transcript playing key role in pathogenesis. I really do hope I am wrong and Sarepta is right here. $qure https://finance.yahoo.com/news/sarepta-therapeutics-announces-submission-clinical-133000248.html https://finance.yahoo.com/news/sarepta-therapeutics-announces-submission-clinical-133000248.html"
[X Link](https://x.com/RNAiAnalyst/status/2008935382356812185) 2026-01-07T16:14Z 21.1K followers, [----] engagements
"$abvx Houston we have a price problem. Following $lly's trip to France MdG got on @cnbc to highlight that obe is growing the UC market so needs to be valued accordingly. Yesterday's [----] outlook also focused on that point. In order to avoid a repeat of the $cytk-Novartis desaster we may need multiple bidders involved. https://twitter.com/i/web/status/2009156321598124046 https://twitter.com/i/web/status/2009156321598124046"
[X Link](https://x.com/RNAiAnalyst/status/2009156321598124046) 2026-01-08T06:52Z 21.1K followers, [----] engagements
"$qure $mltx $srpt absent of guidances and hard regulations. .this new FDA is at least open for discussion and listening to the public instead of throwing billions out of the window because of p-value worship or some statutes not being met to the dot 👏. Yes lots of uncertainty but I can see the contours of right-to-try behind the Prasad facade taking shape. https://twitter.com/i/web/status/2009617926505005301 https://twitter.com/i/web/status/2009617926505005301"
[X Link](https://x.com/RNAiAnalyst/status/2009617926505005301) 2026-01-09T13:27Z 21.1K followers, [----] engagements
"Personalized #CRISPR therapeutics start-up Aurora Therapeutics to 'destroy' the PKU (phenylketonuria) market. Led by ex- $STOK CEO.if this (presumably $prme editing-based) gets to market is safe and reimbursed the pie for repeat-therapeutics will implode."
[X Link](https://x.com/RNAiAnalyst/status/2010276277559652852) 2026-01-11T09:03Z 21.1K followers, [----] engagements
"$stok now expects p3 Dravet's readout in mid [----] as it tries to find path for earlier approval via AA: https://finance.yahoo.com/news/stoke-therapeutics-announces-updates-timelines-190000453.html https://finance.yahoo.com/news/stoke-therapeutics-announces-updates-timelines-190000453.html"
[X Link](https://x.com/RNAiAnalyst/status/2010448324424565123) 2026-01-11T20:26Z 21.1K followers, [----] engagements
"$abvx more relevant if one of the Big Pharmas issued a denial esp JNJ which said it was not in $rvmd negotiations"
[X Link](https://x.com/RNAiAnalyst/status/2010732477078548513) 2026-01-12T15:15Z 21.1K followers, [----] engagements
"$mdgl following $arwr's demonstration of -70% hepatic fat in diabetic patients using inhibinE RNAi.this MOA must be on $mdgl's radar: inhibinE frees FFA from fat -- FFAs get burned off in liver using thr-beta agonism. Also considering: - Glp1 component in resmetirom combo only aimed at achieving 'mild' weight loss - $mdgl is also considering subQ agents $wve https://twitter.com/i/web/status/2011032968458817820 https://twitter.com/i/web/status/2011032968458817820"
[X Link](https://x.com/RNAiAnalyst/status/2011032968458817820) 2026-01-13T11:09Z 21.1K followers, [----] engagements
"$prme $FBIO Confirmation of PRV Granted by FDA https://t.co/yjdjpVnrB2 $FBIO Confirmation of PRV Granted by FDA https://t.co/yjdjpVnrB2"
[X Link](https://x.com/RNAiAnalyst/status/2011367840763597035) 2026-01-14T09:20Z 21.1K followers, [----] engagements
"$abvx just saw the Mr Adam Fraudstein for the second time in [--] weeks very deliberately posted with the express intent of knocking down the stock. For him to call La Lettre a 'stock manipulator' is rich indeed"
[X Link](https://x.com/RNAiAnalyst/status/2012077920089411585) 2026-01-16T08:22Z 21.1K followers, [----] engagements
"$abvx unfortunately Trump's de facto declaration of war on the EU means that the Trade Bazooka (aka anti-coercion instrument) is now widely discussed. One of the measures include limitations on Foreign Direct Investments which obviously would impact any $lly M&A interests. Sad sad sad. https://twitter.com/i/web/status/2013146855119466786 https://twitter.com/i/web/status/2013146855119466786"
[X Link](https://x.com/RNAiAnalyst/status/2013146855119466786) 2026-01-19T07:09Z 21.1K followers, [----] engagements
"$WVE and $BEAM AATD programs both achieve 12uM total serum AAT (200mg MAD for Wave; 60mg for Beam). Beam has the upperhand in terms of Z-AAT reduction (-75% vs -60.3%) and I believe with repeat-dosing BEAM-302 could be a top contender in the AAT-related liver disease market. . but its M-AAT values are an overestimation due to 10% concomitant bystander edits. For lung AATD I do not see why $wve-006 would not get a similar AA pathway to Beam esp since FDA now supposed to be more unified (CBER/CDER). https://twitter.com/i/web/status/2013283365307269187"
[X Link](https://x.com/RNAiAnalyst/status/2013283365307269187) 2026-01-19T16:12Z 21.1K followers, [----] engagements
"'American predator' love it. Because of Trump/Greenland a European bidder will likely get the nod and $abvx shareholders will have to do with $240 instead of $340. Oh well. $lly $az Let the bidding war commence $abvx https://t.co/Mzmtbevlgk Let the bidding war commence $abvx https://t.co/Mzmtbevlgk"
[X Link](https://x.com/RNAiAnalyst/status/2013503941850411134) 2026-01-20T06:48Z 21.1K followers, [----] engagements
"$abvx thoughts and prayers for Adam Fraudstein having to get up early today"
[X Link](https://x.com/RNAiAnalyst/status/2013535977151635694) 2026-01-20T08:56Z 21.1K followers, [----] engagements
"$abvx to state the obvious: Claiming these 'rumors' are a distraction is a reflection of position of strength. Biotechs get bought not sold. Plan B: maintenance data; selling on their own"
[X Link](https://x.com/RNAiAnalyst/status/2013670671902007528) 2026-01-20T17:51Z 21.1K followers, [----] engagements
"Great to see our sector #biotech serve as a safe haven.at least for today. But I've got bad news for you: when the most powerful person on earth has obviously lost his marbles and is willing to bring the entire planet down with him.nobody is safe"
[X Link](https://x.com/RNAiAnalyst/status/2013692058712547401) 2026-01-20T19:16Z 21.1K followers, [----] engagements
"@SaintEquitie @lalettre_fr MdG is pissed. He said that talking to ministry before an M&A proposal and behind the backs of $abvx would be against all norms. It seems $lly has done this without co-ordination with $abvx. Maybe to get a leg up on the competition"
[X Link](https://x.com/RNAiAnalyst/status/2013890698735395286) 2026-01-21T08:25Z 21.1K followers, [----] engagements
"$lly when you are a trillion+ company and watching the decline of a rules-based world.maybe you start believing conventions do not apply to you. Old-school $abvx MdG disagrees"
[X Link](https://x.com/RNAiAnalyst/status/2013891240505245728) 2026-01-21T08:27Z 21.1K followers, [----] engagements
"$abvx AstraZeneca is the White Knight: they will match $lly's financial offers but in addition guarantee French jobs and EMA approval $lly by contrast will buy the IP close down France move manufacturing to the US and not even bother with European approval. So if $abvx-AZ announce a deal $lly will likely to go hostile. https://twitter.com/i/web/status/2013894762177147011 https://twitter.com/i/web/status/2013894762177147011"
[X Link](https://x.com/RNAiAnalyst/status/2013894762177147011) 2026-01-21T08:41Z 21.1K followers, [----] engagements
"$iobt today $sgmo next. They are already past their predicted runway"
[X Link](https://x.com/RNAiAnalyst/status/2014056290339656020) 2026-01-21T19:23Z 21.1K followers, [----] engagements
"$prme's plans on CGD (not lucrative enough market to sell/partner yet they will pursue PRV windfall). .made me realize that there is no commitment to commercialize in order for a product to receive a #PRV. IMO there should be a mechanism where such drugs are made available for cost+. On the topic of PRVs fresh votes on reauthorization coming up. https://twitter.com/i/web/status/2014245818186842506 https://twitter.com/i/web/status/2014245818186842506"
[X Link](https://x.com/RNAiAnalyst/status/2014245818186842506) 2026-01-22T07:56Z 21.1K followers, [----] engagements
"@A_May_MD @KlausMolle @Marahayter You are not taking into account that the safety signal with ntla-2001 has to do with the cas9 target site (generation of certain neo-epitopes). Further considering FDA's new Bayesian approach the agency will be satisfied with the safety of ntla-2002"
[X Link](https://x.com/RNAiAnalyst/status/2014324719378432309) 2026-01-22T13:10Z 21.1K followers, [---] engagements
"$qure yesterday after-hour and pre-market action very bullish (+7-13%).have execs walked out with big smiles from FDA type A meeting Pro tip: if it becomes a perma-smile they may have gotten a botox treatment as part of stag night"
[X Link](https://x.com/RNAiAnalyst/status/2014681978084212752) 2026-01-23T12:49Z 21.1K followers, [----] engagements
"@MofeekS 666% premium for LogicBio by AstraZeneca: https://www.fiercebiotech.com/biotech/spying-devilish-deal-astrazeneca-pays-666-premium-buy-genomic-medicine-biotech https://www.fiercebiotech.com/biotech/spying-devilish-deal-astrazeneca-pays-666-premium-buy-genomic-medicine-biotech"
[X Link](https://x.com/RNAiAnalyst/status/2015099514495918360) 2026-01-24T16:28Z 21.1K followers, [----] engagements
"$krro will try and make the case at tomorrow's investor day that they have a compelling #RNAediting solution to deal with hyperammonemia. If you are sick of all the politics and want to feed your scientific mind maybe worth tuning in"
[X Link](https://x.com/RNAiAnalyst/status/2015837769394712825) 2026-01-26T17:22Z 21.1K followers, [----] engagements
"$ntla what were they thinking That the FDA would throw away the most effective ATTR drug candidate and billion $ research away because the company got a bit overzealous and did not properly take precautions during trial enrolment process Use common sense"
[X Link](https://x.com/RNAiAnalyst/status/2016167474102768118) 2026-01-27T15:12Z 21.1K followers, [----] engagements
"$unh remember when everybody was stunned by Buffett taking a position.and many healthcare specialists followed him Rationale: this guy is such a genius he must be seeing something we don't understand. Turns out he did not understand a thing about the complicated structure that $unh is and considered it a value buy instead of dying angel. As with CDOs and MBSs and the GFC if you don't understand it don't buy. https://twitter.com/i/web/status/2016222591959142716 https://twitter.com/i/web/status/2016222591959142716"
[X Link](https://x.com/RNAiAnalyst/status/2016222591959142716) 2026-01-27T18:51Z 21.1K followers, [----] engagements
"@Rayanbiotech Because of the fierce competitions there; but the point is that $ntla will not only have the most effective treatments there full stop but will also be the only option for those desiring a one-and-done"
[X Link](https://x.com/RNAiAnalyst/status/2016227436707315970) 2026-01-27T19:10Z 21.1K followers, [---] engagements
"@zhaoweiasu Yes a few such claims have been made including by $sgmo and the Arc Institute. We'll see. $krro has also achieved 90% #RNAediting of alpha-1 by a year of hard optimization work"
[X Link](https://x.com/RNAiAnalyst/status/2016650887628792027) 2026-01-28T23:13Z 21.1K followers, [---] engagements
"No the old-fashioned rugpull is for a syndicate of traders pushing up the price by trading amongst themselves and then use the volume after retail got sucked in to sell out. Once normal and semi-legal (read Sorkin's [----] book) today frequently observed illegal but rarely punished. https://twitter.com/i/web/status/2016949257622999241 https://twitter.com/i/web/status/2016949257622999241"
[X Link](https://x.com/RNAiAnalyst/status/2016949257622999241) 2026-01-29T18:59Z 21.1K followers, [---] engagements
"Taking advantage of technical dip to go a bit long #gold and the Euro before Trump wakes up and appoints one of his sons as new Fed Chief"
[X Link](https://x.com/RNAiAnalyst/status/2017167105456525686) 2026-01-30T09:24Z 21.1K followers, [----] engagements
"@AaronRosenblum5 @Vulpescap @sharkbiotech @plainyogurt21 I dont think question for pivotal is about whether it meets approvability criteria; more a matter of market adoption risk imo. $guts"
[X Link](https://x.com/RNAiAnalyst/status/2017261401752949208) 2026-01-30T15:39Z 21.1K followers, [---] engagements
"@synapse_surfer Will have to see but I like the hepatic angle of inhibin E"
[X Link](https://x.com/RNAiAnalyst/status/2017352702645133589) 2026-01-30T21:42Z 21.1K followers, [--] engagements
"@synapse_surfer No because the liver is the central metabolic organ in the body esp as it pertains to fat/sugar"
[X Link](https://x.com/RNAiAnalyst/status/2017377336258146493) 2026-01-30T23:20Z 21.1K followers, [--] engagements
"$alny has initiated a phase [--] of fast-follower () ALN-2232 targeting Alk-7 in fat tissue for obesity and weight mgmt as quarterly product revs reach $1B: $arwr $wve https://finance.yahoo.com/news/alnylam-pharmaceuticals-reports-fourth-quarter-130000068.html https://finance.yahoo.com/news/alnylam-pharmaceuticals-reports-fourth-quarter-130000068.html"
[X Link](https://x.com/RNAiAnalyst/status/2021936314401042753) 2026-02-12T13:15Z 21.2K followers, [----] engagements
"$wve the positive from $alny choosing alk-7 over inhibinE is less competition. Of course they'd be declaring having more confidence in alk-7 but inhibinE IMO is the cleaner target and once more I like the liver angle. Overall net positive to me"
[X Link](https://x.com/RNAiAnalyst/status/2021956684001006018) 2026-02-12T14:36Z 21.2K followers, [----] engagements
"If Germany did introduce such a tax on unrealized profits I'd definitely be gone. It would be Germany's loss btw. What are the Dutch thinking The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss"
[X Link](https://x.com/RNAiAnalyst/status/2022254399356322092) 2026-02-13T10:19Z 21.2K followers, [----] engagements
"$beam now that regulatory uncertainty seems all but removed (see recent FDA alignment) current valuation reflects lack of confidence in commercial uptake of a genome editing therapy. Today's relative strength of #CRISPR stocks on the back of $CRSP $VRTX earnings showing accelerated uptake of Casgevy supports that. If you specialize in picking stocks where commercial uptake is underestimated (hello @jfais20) $beam and upcoming AATD launch may be for you. It will blow past expectations of most industry watchers and investors. https://twitter.com/i/web/status/2022353715760386242"
[X Link](https://x.com/RNAiAnalyst/status/2022353715760386242) 2026-02-13T16:54Z 21.2K followers, [----] engagements
"@CAgovernor Since you are in Germany you can see that discourse in Europe has (finally) moved on from relying on the US as a trusted partner as it is trying to find its place in a world of US and Chinese imperialism"
[X Link](https://x.com/RNAiAnalyst/status/2022365516166541665) 2026-02-13T17:41Z 21.2K followers, [----] engagements
"$alny down now almost 40% since I was crying out loud to use their strong stock for business development (adjacent platforms like genome editing RNA editing)"
[X Link](https://x.com/RNAiAnalyst/status/2021942669388415148) 2026-02-12T13:41Z 21.2K followers, [----] engagements
"As to cultural fit $2.7B MC $beam would make for a stellar acquisition but then again I'm just talking my book. $alny"
[X Link](https://x.com/RNAiAnalyst/status/2021969730299736152) 2026-02-12T15:28Z 21.2K followers, [----] engagements
"$iron this #FDA is just full of hot air. Let's cross our fingers that alleged sexual harasser Vinayak Prasad is out by Tuesday"
[X Link](https://x.com/RNAiAnalyst/status/2022434286410879272) 2026-02-13T22:14Z 21.2K followers, [----] engagements
"$verv push comes to shove the type of scientist CEO that gets the Co sold for decent premium. $cmpi $xbi Super fun to host @illumina CEO @fdesouza yesterday at @VerveTx @illumina sequencing technology is powering the efficacy and safety analyses of our gene editing medicines 👏🏽 https://t.co/MMWN8aSAGj Super fun to host @illumina CEO @fdesouza yesterday at @VerveTx @illumina sequencing technology is powering the efficacy and safety analyses of our gene editing medicines 👏🏽 https://t.co/MMWN8aSAGj"
[X Link](https://x.com/RNAiAnalyst/status/1516831781651103744) 2022-04-20T17:30Z 21.2K followers, [--] engagements
"$omga LNPs to hepatocellular carcinoma. Doubt results are meaningful and reproducible based on Tekmira's experience with RNAi a decade ago. But since it's mRNA and epigenetics by all means be excited Mr Market. $sgmo https://ir.omegatherapeutics.com/news-releases/news-release-details/omega-therapeutics-announces-promising-preliminary-clinical-data https://ir.omegatherapeutics.com/news-releases/news-release-details/omega-therapeutics-announces-promising-preliminary-clinical-data"
[X Link](https://x.com/RNAiAnalyst/status/1706717942543466751) 2023-09-26T17:10Z 21.2K followers, [----] engagements
"$TRDA exon skipping of 0.44% at highest (single) dose and 54ng/g exon skipper in muscle tissue. For comparison $WVE reported 53% and 1000x tissue conc at early time-point (after [--] doses). https://ir.wavelifesciences.com/news-releases/news-release-details/wave-life-sciences-announces-initiation-dosing-phase-2-forward https://finance.yahoo.com/news/entrada-therapeutics-reports-positive-preliminary-100000611.html https://ir.wavelifesciences.com/news-releases/news-release-details/wave-life-sciences-announces-initiation-dosing-phase-2-forward"
[X Link](https://x.com/RNAiAnalyst/status/1805185123924512819) 2024-06-24T10:24Z 21.2K followers, [----] engagements
"IPO window just cracked open with rotation aaand.$artv to IPO jumping on the cancer cell therapy to autoimmune pivot train but this time with NK cells. Curious about after-market performance but given lackluster $afmd data reception doubtful. https://investors.artivabio.com/News-and-Events/news/news-details/2024/Artiva-Biotherapeutics-Announces-Pricing-of-Upsized-167.0-Million-Initial-Public-Offering/default.aspx https://investors.artivabio.com/News-and-Events/news/news-details/2024/Artiva-Biotherapeutics-Announces-Pricing-of-Upsized-167.0-Million-Initial-Public-Offering/default.aspx"
[X Link](https://x.com/RNAiAnalyst/status/1814189702515134606) 2024-07-19T06:45Z 21.2K followers, [----] engagements
"And to shut up all the analysts suggesting $ARWR's superior results were driven by inclusion of MCS (multifactorial FCS).no real difference there. $ARWR just doubled the market opportunity for their ApoCIII drug. sHTG (in development) will 100x it. $IONS"
[X Link](https://x.com/RNAiAnalyst/status/1830564483611160817) 2024-09-02T11:12Z 21.2K followers, [----] engagements
"$ntla median 6MWT in ATTR-CM at [--] months.a GAIN over baseline. $alny $bbio https://finance.yahoo.com/news/vir-biotechnology-announces-positive-end-160000726.html https://finance.yahoo.com/news/vir-biotechnology-announces-positive-end-160000726.html"
[X Link](https://x.com/RNAiAnalyst/status/1857810772178374679) 2024-11-16T15:39Z 21.2K followers, [----] engagements
"$VIR talk of town going into JP Morgan '25 January [--] clinical update on masked engagers. $JANX https://finance.yahoo.com/news/vir-biotechnology-host-virtual-investor-143000662.html https://finance.yahoo.com/news/vir-biotechnology-host-virtual-investor-143000662.html"
[X Link](https://x.com/RNAiAnalyst/status/1863701431225586053) 2024-12-02T21:47Z 21.2K followers, [----] engagements
"$apge priced for perfection or near that with $2.8B market cap on eve of critical atopic derm read-out. Science risk seems low but then again why are they first in category Also pin action on $nktr of interest. https://investors.apogeetherapeutics.com/news-releases/news-release-details/apogee-therapeutics-host-conference-call-report-part-16-weekmobile=1 https://investors.apogeetherapeutics.com/news-releases/news-release-details/apogee-therapeutics-host-conference-call-report-part-16-weekmobile=1"
[X Link](https://x.com/RNAiAnalyst/status/1942104658488565894) 2025-07-07T06:13Z 21.2K followers, [----] engagements
"$PROK +515% ($1.8B MC) on autologous cell therapy post kidney transplant reducing eGFR decline compared to pre-transplant by 50-78% median [--] months follow-up. Seeks approval pathway based on eGFR. $CAPR $SGMO https://finance.yahoo.com/news/prokidney-reports-statistically-clinically-significant-110000616.html https://finance.yahoo.com/news/prokidney-reports-statistically-clinically-significant-110000616.html"
[X Link](https://x.com/RNAiAnalyst/status/1942853746075062654) 2025-07-09T07:50Z 21.2K followers, [----] engagements
"Not surprising that $adap more or less is following the same path as $afmd. Good science but market not ready and mgmt mistakes"
[X Link](https://x.com/RNAiAnalyst/status/1950076028312830051) 2025-07-29T06:08Z 21.2K followers, [----] engagements
"$MDGL making a bad decision in-licensing a preclinical oral Glp1 receptor agonist. Not only is this diametrically opposed to their earlier claim that Glp1s are useless for MASH cause of poor tolerability by the time it gets approved field has moved on. https://ir.madrigalpharma.com/news-releases/news-release-details/madrigal-pharmaceuticals-enters-exclusive-global-license https://ir.madrigalpharma.com/news-releases/news-release-details/madrigal-pharmaceuticals-enters-exclusive-global-license"
[X Link](https://x.com/anyuser/status/1950494246232035759) 2025-07-30T09:50Z 21.2K followers, [----] engagements
"$SNY be it atopic dermatitis hidradenitis suppuritiva etc.p2 -- p3 results measuring improvement from baseline can differ greatly depending on patient pop (severe/moderate) geography (SOC) etc $NKTR $MTLX"
[X Link](https://x.com/RNAiAnalyst/status/1963584805229990333) 2025-09-04T12:47Z 21.2K followers, [----] engagements
"Novartis buys $trml for anti-inflammation in cardiovascular disease (anti-IL6 antibody). Novartis wants to be the CVD powerhouse. https://ir.tourmalinebio.com/news-releases/news-release-details/tourmaline-bio-enters-agreement-be-acquired-novartis-ag https://ir.tourmalinebio.com/news-releases/news-release-details/tourmaline-bio-enters-agreement-be-acquired-novartis-ag"
[X Link](https://x.com/RNAiAnalyst/status/1965311643438707116) 2025-09-09T07:09Z 21.2K followers, [----] engagements
"$wve could be the next $100B biotech if INHBE genetics plays out. SAFETY huge derisking today. Heard it here first"
[X Link](https://x.com/RNAiAnalyst/status/1983569375819932106) 2025-10-29T16:19Z 21.2K followers, [----] engagements
"@A_May_MD @avidresearch The fact that your $qure tweet yesterday got 400+ likes worries me. The blind following the blind here"
[X Link](https://x.com/RNAiAnalyst/status/1985710268526313663) 2025-11-04T14:06Z 21.2K followers, [----] engagements
"$MGX (small genome editing nucleases now focused on hemophilia) Downgrade to hold with intention to sell on next 'Metagenomi' confusion spike or $IONS news. The good: - stable factor expression - low (5exp12) AAV dose. The bad: -transient LNP-related liver enzymes then there appears to be a day 20+ signal (unlike $NTLA which targets CDS this one targets in intron 1) which Co tries to gloss over (see below). - high inter-subject (NHP) variability https://ir.metagenomi.co/static-files/650e8b66-23ca-4d9b-ab1c-fe11ad42c57d https://ir.metagenomi.co/static-files/650e8b66-23ca-4d9b-ab1c-fe11ad42c57d"
[X Link](https://x.com/RNAiAnalyst/status/1988899478451999009) 2025-11-13T09:19Z 21.2K followers, [----] engagements
"$mgx time to convert to bitcoin treasury company before all money wasted on dead-end hemophilia project. Or have $asst gut them out"
[X Link](https://x.com/RNAiAnalyst/status/1991574791229436150) 2025-11-20T18:30Z 21.2K followers, [----] engagements
"@YHdjdhd Recent preclinical data not promising and $mgx is gambling their future entirely on hemophilia instead of a reset using the $ions partnership and cash"
[X Link](https://x.com/RNAiAnalyst/status/1991589704924557792) 2025-11-20T19:29Z 21.2K followers, [---] engagements
"@YHdjdhd Unfortunately still have a good chunk of $mgx. There must be a spike over the next [--] years before they run out of cash ;)"
[X Link](https://x.com/RNAiAnalyst/status/1991590178696360429) 2025-11-20T19:31Z 21.2K followers, [---] engagements
"Pro tip for $MGX: headline it 'Ionis selects 3rd collaboration target; data to be presented at upcoming conference'. Stock would be flying now. $ions"
[X Link](https://x.com/RNAiAnalyst/status/1995487997945340061) 2025-12-01T13:39Z 21.2K followers, [----] engagements
"@YHdjdhd $ions is $mgx' lifeline for sure. Maybe their strategy is to get clinical data asap then follow up with safer GalNac-targeted LNP"
[X Link](https://x.com/RNAiAnalyst/status/1995613708253626744) 2025-12-01T21:59Z 21.2K followers, [---] engagements
"$janx learned my lesson from $afmd: don't buy into the immuno-oncology flavor of the day"
[X Link](https://x.com/RNAiAnalyst/status/1995960387599216677) 2025-12-02T20:56Z 21.2K followers, [----] engagements
"$kymr definitely superior to $nktr rezpeg and in-line with dupi at [--] weeks. https://finance.yahoo.com/news/kymera-therapeutics-announces-positive-results-120000675.html https://finance.yahoo.com/news/kymera-therapeutics-announces-positive-results-120000675.html"
[X Link](https://x.com/RNAiAnalyst/status/1998001259442270580) 2025-12-08T12:06Z 21.2K followers, 19.6K engagements
"$dyn unless something crops up during the call can now ride it into the sunset=potential buyout. But don't commit 100% to this position. DM1 is main value and safety event(s) could always derail. $pepg $rna"
[X Link](https://x.com/RNAiAnalyst/status/1998002326766780624) 2025-12-08T12:10Z 21.2K followers, [----] engagements
"With #oligos soon reaching liver fat and the CNS and being able to up- and downregulate pathways for weeks at a time. .how can it not be game set match for oligos in the HEALTHY weight loss competition long-term $arwr $wve"
[X Link](https://x.com/RNAiAnalyst/status/2000886530039005477) 2025-12-16T11:11Z 21.2K followers, [----] engagements
"This only makes sense if RFK believes there to be efficacious DMD drugs out there. $dyn $rna $srpt .@SecKennedy: Im proud to announce today that Im approving the addition of duchenne muscular dystrophy and metachromatic leukodystrophy to the Recommended Uniform Screening Panelif we detect the children very early on who suffer from these diseases we can save them from a https://t.co/ioVen484ms .@SecKennedy: Im proud to announce today that Im approving the addition of duchenne muscular dystrophy and metachromatic leukodystrophy to the Recommended Uniform Screening Panelif we detect the children"
[X Link](https://x.com/RNAiAnalyst/status/2001039966248304927) 2025-12-16T21:21Z 21.2K followers, [----] engagements
"$RNA $MTSR [--] mega biotech acquisitions just months AHEAD of key readouts. As valuations go up Big Pharma now needs to take on a bit of extra (clinical) risk"
[X Link](https://x.com/RNAiAnalyst/status/2005395623605108843) 2025-12-28T21:49Z 21.2K followers, [----] engagements
"$arwr $wve looking forward to tomorrow's post-hoc pearls of wisdom on this platform"
[X Link](https://x.com/anyuser/status/2008230053155594732) 2026-01-05T17:32Z 21.2K followers, 13.1K engagements
"Useful idiot Adam never misses a beat. Still on a retainer by the shorts and Big Pharma one of the most hilarious tweets of all time. On par with 'ISIS (aka $IONS) will never get another drug approved'. $arwr $wve looking forward to tomorrow's post-hoc pearls of wisdom on this platform. $arwr $wve looking forward to tomorrow's post-hoc pearls of wisdom on this platform"
[X Link](https://x.com/RNAiAnalyst/status/2008563775851688262) 2026-01-06T15:38Z 21.2K followers, [----] engagements
"$arwr $ions $alny I will never understand what the fascination is with these convertible notes: stock goes up note holders win; stock down they get money back and company often on edge of bankruptcy; plus due to hedging stock always down on note offering similar to if it were a dilutive secondary. Guess I like my balance sheet clean private and otherwise. https://twitter.com/i/web/status/2009222441063665994 https://twitter.com/i/web/status/2009222441063665994"
[X Link](https://x.com/RNAiAnalyst/status/2009222441063665994) 2026-01-08T11:15Z 21.2K followers, [----] engagements
"$mltx so there's another German expression after all the Schadenfreude following the most unlucky miss on primary (1 patient delta only timepoint in just [--] trial not stat sig). 'wer zuletzt lacht lacht am besten'"
[X Link](https://x.com/RNAiAnalyst/status/2009265356976665062) 2026-01-08T14:06Z 21.2K followers, [----] engagements
"$wve (tied for 2nd largest portfolio position with $dyn): the main risk IMO is that $arwr's alk7 soundly beats $wve's inhibinE profile. Here's my view: the $arwr alk7 reduction in adipocytes is jaw-dropping and deserves to be designated a public holiday in the RNAi calendar (as does $arwr's lung RNAi demonstration). .but to me a 'sound beat' even on just fat reduction would surprise me. Would a [--] vs 40% fat reduction be that meaningful Also the advantage of inhibinE is that it is a metabolic regulator sensing input in the liver and therefore is more likely to positively impact liver health"
[X Link](https://x.com/RNAiAnalyst/status/2011378976258711969) 2026-01-14T10:04Z 21.2K followers, 12.7K engagements
"While $alny has done nothing in terms of taking advantage of their $70B market cap (e.g. by buying small RNA and CRISPR tech companies during their darkest hours).it has now lost their edge in RNAi technology too: $arwr: extrahepatic delivery leader $wve: most durable and potent RNAi What world have mgmt and BoD been living in https://twitter.com/i/web/status/2011380025283465679 https://twitter.com/i/web/status/2011380025283465679"
[X Link](https://x.com/RNAiAnalyst/status/2011380025283465679) 2026-01-14T10:09Z 21.2K followers, [----] engagements
"@sguideRNA $alny is playing catch-up. They focused on liver and TTR for too long being too conservative with extrahepatic in particular"
[X Link](https://x.com/RNAiAnalyst/status/2011385242905374934) 2026-01-14T10:29Z 21.2K followers, [---] engagements
"$mltx shorts clearly feeling the pain ;). $MLTX downgraded to Sell at Goldman Sachs. PT $10 $MLTX downgraded to Sell at Goldman Sachs. PT $10"
[X Link](https://x.com/RNAiAnalyst/status/2011881509721108756) 2026-01-15T19:21Z 21.2K followers, [----] engagements
"$mltx application of Bayesian methods will certainly cement SLK's path towards HS approval. FDA saying 'no more p-value worship' 'leveraging phase [--] results' 'extrapolation to children' and many more benefits to SLK review. FDA is now open to Bayesian statistical approaches. A leap forward Bayesian statistics can help: ✅ Clinical trial design ✅ Finding the optimal dose ✅ Extrapolation to children ✅ Leveraging phase [--] results in phase [--] https://t.co/V48clSowV2 FDA is now open to Bayesian statistical approaches. A leap forward Bayesian statistics can help: ✅ Clinical trial design ✅ Finding the"
[X Link](https://x.com/RNAiAnalyst/status/2012077145976197178) 2026-01-16T08:19Z 21.2K followers, [----] engagements
"@A_May_MD Let me know which are 'safe shorts' besides $ntla and $mltx you have in your portfolio. I am looking for more attractive long ideas"
[X Link](https://x.com/RNAiAnalyst/status/2014414956096045549) 2026-01-22T19:08Z 21.2K followers, [----] engagements
"It reminds me of the $bbio $alny situation in their attr-cm p3 trials: benefits may mostly manifestly accrue over time esp in such a heterogeneous disease (i am surprised by the very liberal inclusion criteria); better safe than sorry. My main Q is whether this change was driven by FDA or Novartis the new owner. $pepg $dyn https://twitter.com/i/web/status/2014590190669504627 https://twitter.com/i/web/status/2014590190669504627"
[X Link](https://x.com/RNAiAnalyst/status/2014590190669504627) 2026-01-23T06:45Z 21.2K followers, [---] engagements
"$sgmo I agree that if there was salvation it would come from Astellas; but I would also note that unless Astellas wanted $sgmo R&D it could just wait to buy for chapter [--] to minimize the financial burden of the license. tick tock"
[X Link](https://x.com/RNAiAnalyst/status/2014650793362677950) 2026-01-23T10:45Z 21.2K followers, [----] engagements
"I think of solving #ApoE-mediated Alzheimer's as the Manhattan Project of #RNAediting technology. This paper makes the point that 'even' the predominant E3 allele is greatly harmful and E2 sets the baseline (but is not protective). I suggest waiting for clinical development until subQ delivery of oligos to the CNS has been established. https://www.nature.com/articles/s44400-025-00045-9#Tab2 https://www.nature.com/articles/s44400-025-00045-9#Tab2"
[X Link](https://x.com/RNAiAnalyst/status/2015805315208315317) 2026-01-26T15:13Z 21.2K followers, [----] engagements
"$lly licenses no-landing-pad recombinase tech from Seamless Therapeutics. Hearing loss first traget indication. $prme $sgmo $alsen.pa https://markets.businessinsider.com/news/stocks/seamless-therapeutics-announces-global-research-collaboration-with-lilly-to-develop-programmable-recombinase-based-therapeutics-for-hearing-loss-1035754939 https://markets.businessinsider.com/news/stocks/seamless-therapeutics-announces-global-research-collaboration-with-lilly-to-develop-programmable-recombinase-based-therapeutics-for-hearing-loss-1035754939"
[X Link](https://x.com/RNAiAnalyst/status/2016488180732588405) 2026-01-28T12:27Z 21.2K followers, [----] engagements
"$guts another fallen angel trade like $mltx or $krro Investors giving up despite of it having an explanation for yesterday's disappointing data (single site outlier) and the following upcoming catalysts: 1) FDA alignment on regulatory path (Q2) 2) pivotal REVITA data and reg filing (H2) 3) Glp1 gene therapy initiation and data (H2/Q1 '27) Right now trading slightly below cash. Mid to high 40s may be sweet spot. Let the weak hands sell first. Fractyl Health $GUTS revealed 6-month data on their REMAIN-1 cohort. BUT the investor call was INTERESTING. Todays results were disappointing versus"
[X Link](https://x.com/RNAiAnalyst/status/2017169222971842691) 2026-01-30T09:33Z 21.2K followers, [----] engagements
"Actually I just need Adam to inverse-jinx and announce he's short $guts for me to pull the trigger. $ntla $mltx"
[X Link](https://x.com/RNAiAnalyst/status/2017237048877297857) 2026-01-30T14:02Z 21.2K followers, [----] engagements
"$wve regains full rights to #RNAediting AATD program from GSK as GSK selects another target under collaboration. $KRRO $BEAM https://finance.yahoo.com/news/wave-life-sciences-announces-plans-123000777.html https://finance.yahoo.com/news/wave-life-sciences-announces-plans-123000777.html"
[X Link](https://x.com/RNAiAnalyst/status/2018303358583386503) 2026-02-02T12:39Z 21.2K followers, [----] engagements
"On [--] hand disappointing as I assume GSK has seen the 400mg data; on other hand positive as drug even at 200mg looks approvable GSK is handing over rights after having made substantial investmemts in program. $wve"
[X Link](https://x.com/RNAiAnalyst/status/2018313194045919434) 2026-02-02T13:18Z 21.2K followers, [----] engagements
"Mea culpa. GSK has unexpectedly not seen 400mg data yet before making decision. Could end up being a major generous Big Pharma mistake. $wve @RNAiAnalyst Prior to seeing data https://t.co/XYypRy5rRy @RNAiAnalyst Prior to seeing data https://t.co/XYypRy5rRy"
[X Link](https://x.com/RNAiAnalyst/status/2018318357863248194) 2026-02-02T13:39Z 21.2K followers, [----] engagements
"Sanegenebio a Chinese #RNAi outfit started by ex- $DRNA people and in p1 with inhibinE licenses drug candidate to Roche for $200M upfront. Follows deal with $lly. Similar developments have been happening with ex- $ARWR staffers less so with ex- $alny partly because Alnylam hired more from India partly because their job contracts had tougher non-compete clauses. $wve https://www.prnewswire.com/news-releases/sanegenebio-announces-rnai-global-licensing-collaboration-with-genentech-302676224.html"
[X Link](https://x.com/RNAiAnalyst/status/2018360863392948404) 2026-02-02T16:28Z 21.2K followers, [----] engagements
"Add to GSK handing back WVE-006 to $WVE before seeing 400mg data. I agree with $beam permabull @zhaoweiasu though that 200mg could have been interpreted as 200mg already hit saturation.I remain open to possibility that outliers and low N explain rocky dose response. So Gsk gave back the Werner compound after just [--] patients enrolled. I'm inclined to think this wasn't a very well thought out decision. $idya https://t.co/q4rgQKMpTj So Gsk gave back the Werner compound after just [--] patients enrolled. I'm inclined to think this wasn't a very well thought out decision. $idya"
[X Link](https://x.com/RNAiAnalyst/status/2018641257384599907) 2026-02-03T11:02Z 21.2K followers, [----] engagements
"$sgmo unappetizing offering. Warrant wall climbing to Mount Everest level. CFO got the blame but in the end there was no Fabry partnering interest"
[X Link](https://x.com/RNAiAnalyst/status/2018690863220584493) 2026-02-03T14:19Z 21.2K followers, [----] engagements
"#PCSK9 Besides having to take a pill on a daily basis (see statins for how far that gets you in terms of adjerence) #enlicitide has to be taken on empty stomach and no food/water for another [--] minutes. Will be a more difficult sell esp for rushed working people when you have a semiannual RNAi option. $mrk $alny Phase [--] CORALreef Lipids trial: PCSK9 inhibitors are an effective alternative to statins for lowering LDL cholesterol but current formulations are available only in an injectable form. Research findings on an oral PCSK9 inhibitor are summarized in a new Quick Take video."
[X Link](https://x.com/RNAiAnalyst/status/2019788366351348161) 2026-02-06T15:00Z 21.2K followers, [----] engagements
"Have a nice weekend $hims grifters. FDA cannot verify the quality safety or efficacy of non-FDA approved drugs. https://t.co/0UJhH4BGfH FDA cannot verify the quality safety or efficacy of non-FDA approved drugs. https://t.co/0UJhH4BGfH"
[X Link](https://x.com/RNAiAnalyst/status/2020028933819777057) 2026-02-07T06:56Z 21.2K followers, [----] engagements
"Stark contrast between $ARWR and $WVE in characterizing their inhibinE programs: While both point towards potent early fat loss. $arwr says program still at hypothesis-generating stage; not sure about weight loss as mono and non-diabetic vs $wve weight loss is just matter of time While I lean towards $arwr in messaging I would position inhibinE as uniquely lowering fat in a specific potent manner. In the future: potent MASH medicine anti-diabetic CVD drug https://twitter.com/i/web/status/2020538563025043589 https://twitter.com/i/web/status/2020538563025043589"
[X Link](https://x.com/RNAiAnalyst/status/2020538563025043589) 2026-02-08T16:41Z 21.2K followers, [----] engagements
"You can't have it both ways 'Dr' Oz. On the one hand abetting the MAHA claim that #vaccines are dangerous but then getting cold feet when infections get out of control because of antivaxxers. You are complicit. #measles Dr. Mehmet Oz a leading U.S. health official urged people to get inoculated against the measles at a time of outbreaks across several states and as the U.S. is at risk of losing its measles elimination status. Take the vaccine please he said. https://t.co/YjGLPsFK3y Dr. Mehmet Oz a leading U.S. health official urged people to get inoculated against the measles at a time of"
[X Link](https://x.com/RNAiAnalyst/status/2020786888362099054) 2026-02-09T09:08Z 21.2K followers, [----] engagements
"$qure $sgmo In terms of alpha Gal activity the mid- and hi-doses by $qure actually look good. Also ALL [--] of the first-dosed subjects went off ERT so this number should grow. Just not sure about the regulatory path forward with mid- and hi-doses paused as low dose insufficient activity. https://twitter.com/i/web/status/2020814386495893634 https://twitter.com/i/web/status/2020814386495893634"
[X Link](https://x.com/RNAiAnalyst/status/2020814386495893634) 2026-02-09T10:57Z 21.2K followers, [----] engagements
"Whoa $nvo also sues based on patent infringement. What was $hims thinking #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"
[X Link](https://x.com/RNAiAnalyst/status/2020855079482413494) 2026-02-09T13:39Z 21.2K followers, [----] engagements
"@LifeSciVC It is a bit misleading though as essentially all but one of the 'prevalent' drugs listed for [----] are Glp1-based but certainly that's where pharma investments are at the moment"
[X Link](https://x.com/RNAiAnalyst/status/2021145748352479389) 2026-02-10T08:54Z 21.2K followers, [---] engagements
"$nktr oh the irony if placebo outperformance struck again in I&I. As we all know $mltx e.g. these conditions wax and wane and are influenced by many factors; if not perfectly managed ( $abvx seems near perfect) you can end up with big remission numbers in pbo. And then again based on the ever improving drug tolerability claims by Nektar they will probably not be telling the whole truth either. https://twitter.com/i/web/status/2021161729854460316 https://twitter.com/i/web/status/2021161729854460316"
[X Link](https://x.com/RNAiAnalyst/status/2021161729854460316) 2026-02-10T09:58Z 21.2K followers, [----] engagements
"'Projected' to regain ALL their weight in [--] years. #glp1 Weight Regain after Stopping Obesity Medications: @NEJMClinician Editor-in-Chief Raja-Elie Abdulnour MD (@BageLeMage) explains a recent meta-analysis that showed projected return to baseline weight within [--] years. Full context and comment by Sarah E. Post MD: https://t.co/yYqA9ppCcZ Weight Regain after Stopping Obesity Medications: @NEJMClinician Editor-in-Chief Raja-Elie Abdulnour MD (@BageLeMage) explains a recent meta-analysis that showed projected return to baseline weight within [--] years. Full context and comment by Sarah E. Post"
[X Link](https://x.com/RNAiAnalyst/status/2021196143196242103) 2026-02-10T12:14Z 21.2K followers, [----] engagements
"$nktr if the I&I field were more honest in their phase [--] designs maybe they'd not be wasting so much money on 'surprise' negative phase [--] data. Third commandment from bible of drug development: Thou shalt fail early and thou shalt fail swiftly"
[X Link](https://x.com/RNAiAnalyst/status/2021282929981202922) 2026-02-10T17:59Z 21.2K followers, 11.7K engagements
"Another #FDA rugpull. Crazy times. $mrna"
[X Link](https://x.com/RNAiAnalyst/status/2021445981641023540) 2026-02-11T04:47Z 21.2K followers, 10.3K engagements
"No-brainer for $mrna and other companies in a similar situation is to 'file over protest' because by PDUFA our friend Vinayak Prasad is likely to be OUT. $repl $qure"
[X Link](https://x.com/RNAiAnalyst/status/2021480501161361650) 2026-02-11T07:04Z 21.2K followers, [----] engagements
"$mdgl unsurprising #RNAi focus. [--] preclinical programs from China. $wve $arwr $ions $MDGL In-Licenses Six Preclinical siRNA Programs from Suzhou Ribo Life Science for $60M upfront. https://t.co/HHqntFFCLT $MDGL In-Licenses Six Preclinical siRNA Programs from Suzhou Ribo Life Science for $60M upfront. https://t.co/HHqntFFCLT"
[X Link](https://x.com/RNAiAnalyst/status/2021547951378899254) 2026-02-11T11:32Z 21.2K followers, [----] engagements
"Notice the (US) American flag on top of the Novo logo The brown-nosing of this Danish Co to the Trump admin is more than unappetizing but is clearly yielding results. Again biotech and Pharma CEOs companies like $nvo $crsp and $ibrx are showing you how it's done. Congrats to Mike and the #TIME100Health honorees Proud to celebrate leadership rooted in integrity innovation and trust. Mikes bold people-first approach is driving real lasting progress in healthcare. Read more: https://t.co/KlJuhGaqG1 https://t.co/X7dgFXWFFU Congrats to Mike and the #TIME100Health honorees Proud to celebrate"
[X Link](https://x.com/RNAiAnalyst/status/2021673874643906975) 2026-02-11T19:53Z 21.2K followers, [----] engagements
"In Germany former finance minister Scholz (who went on to become chancellor) pushed through legislation the night before Christmas followng which trading losses from options could essentially not be deducted from gains. E.g. you trade a lot and have a 5million in gainful trades vs [--] million in losing trades. Despite having lost net [--] million you owed the State 25% on the 5M (1.25M) in taxes. I almost bankrupted me. Needless to say the law had to be reversed. https://twitter.com/i/web/status/2022314858746712146 https://twitter.com/i/web/status/2022314858746712146"
[X Link](https://x.com/RNAiAnalyst/status/2022314858746712146) 2026-02-13T14:20Z 21.2K followers, [--] engagements
"$PEPG disrupts myotonic dystrophy type [--] (blog): $RNA $DYNE $VRTX $TRDA https://rnaitherapeutics.blogspot.com/2025/09/pepgen-disrupts-myotonic-dystrophy-type.html https://rnaitherapeutics.blogspot.com/2025/09/pepgen-disrupts-myotonic-dystrophy-type.html"
[X Link](https://x.com/RNAiAnalyst/status/1971128732049080715) 2025-09-25T08:24Z 21.2K followers, [----] engagements
"$dyne sometimes when you are at the conference u are last to see data release PR. Saw the DM1 data this morning and was impressed by continued improvements and CNS-related symptom benefits. $rna $pepg"
[X Link](https://x.com/RNAiAnalyst/status/1975850170433818797) 2025-10-08T09:06Z 21.2K followers, [----] engagements
"While I see $pepg leading in terms of likely muscle benefits in DM1 remains to be seen how non-muscle symptoms with this cationic peptide conjugate improve relative to the tfr1-targeted antibody conjugates of $rna and $dyne. Similar with $arwr $srpt DM1"
[X Link](https://x.com/RNAiAnalyst/status/1975850822560055703) 2025-10-08T09:08Z 21.2K followers, [----] engagements
"💪Yes DM1 is a huge untapped market making rapid progress. FSHD too. $RNA first-mover but watch $dyn and $pepg (best splice modulation and new MOA but earlier). $srpt to report DM1 data soon too. My positions according to size: $pepg -- $rna -- $dyn $XBI $NVS $RNA BREAKING: per Bloomberg $NVS said to be nearing $70/share acquisition of Avidity Biosciences $RNA. @MichelleF_Davis https://t.co/ZF4dVgxXoU $XBI $NVS $RNA BREAKING: per Bloomberg $NVS said to be nearing $70/share acquisition of Avidity Biosciences $RNA. @MichelleF_Davis https://t.co/ZF4dVgxXoU"
[X Link](https://x.com/RNAiAnalyst/status/1982475365395128553) 2025-10-26T15:52Z 21.2K followers, [----] engagements
"$dyne suffers from execution problems. Trial enrolment completion for registrational DM1 study pushed out by [--] quarters: $RNA $PEPG https://finance.yahoo.com/news/dyne-therapeutics-reports-third-quarter-211000216.html https://finance.yahoo.com/news/dyne-therapeutics-reports-third-quarter-211000216.html"
[X Link](https://x.com/RNAiAnalyst/status/1986540737601667246) 2025-11-06T21:06Z 21.2K followers, [----] engagements
"$pepg 5mg/kg multidose myotonic dystrophy data at start of the year $dyn $rna"
[X Link](https://x.com/RNAiAnalyst/status/2003533194713530575) 2025-12-23T18:28Z 21.2K followers, [----] engagements
"Too bad #CRISPR also with the $verv acquisition was leading the biotech revival. Now $ntla seems to have killed all the momentum. Fortunately sector is better capitalized again and can reclaim investor favor through data and business development"
[X Link](https://x.com/RNAiAnalyst/status/2006111240125362503) 2025-12-30T21:12Z 21.2K followers, [----] engagements
"$pepg continues strength into [----]. +17%. Multi-dose data imminent $dyn $rna"
[X Link](https://x.com/RNAiAnalyst/status/2007109202121207854) 2026-01-02T15:18Z 21.2K followers, [----] engagements
"$pepg makets expecting multi-dose data any day now. For 5mg/kg I am focused on safety. There wont be a big jump in the splicing measure. With longer drug exposure could/should also see splicing correction translate into hand grip test benefits. If safety is good I'm not concerned about the drug's efficacy. This will take care of itself. https://twitter.com/i/web/status/2011580392952742064 https://twitter.com/i/web/status/2011580392952742064"
[X Link](https://x.com/RNAiAnalyst/status/2011580392952742064) 2026-01-14T23:25Z 21.2K followers, [----] engagements
"$dyne at #jpm26 made the case for TfR1 antibody-fragment conjugation as a general platform for systemic oligo delivery to the #CNS. Seems like they have now done experiments in support. Though they had shown apparent CNS-derived benefits in the DM1 program I had never been quite sure why they a trailblazer of clinical TfR1-delivery have not made a bigger deal out of it. $arwr $ions https://twitter.com/i/web/status/2011750465940131964 https://twitter.com/i/web/status/2011750465940131964"
[X Link](https://x.com/RNAiAnalyst/status/2011750465940131964) 2026-01-15T10:41Z 21.2K followers, [----] engagements
"With all the ultrarare disease assets some of which commercial-ready being discarded today there is an opportunity here to be anti-cyclical. I am also eyeing similar opportunities in European pharmas picking up ex-US rights for peanuts (e.g. $stok) given concerns about MFN which yet has to take fully shape. Today were launching Mendra a rare disease therapeutics company enabled by AI. Were announcing an oversubscribed $82M Series A co-led by @OrbiMed @8vc and @5amVentures with participation from @Lux_Capital and @Wing_VC. Full announcement 👇 https://t.co/rjxxWMa3Nu Today were launching"
[X Link](https://x.com/RNAiAnalyst/status/2015755133771030882) 2026-01-26T11:54Z 21.2K followers, [----] engagements
"$guts somewhat disappointing that weight rebound following Glp1 discontinuation not greatly inhibited by the duodenal shaving procedure REVITA. Note: they also have a Glp1 gene therapy in pipeline. https://finance.yahoo.com/news/fractyl-health-announces-compelling-6-120000207.html https://finance.yahoo.com/news/fractyl-health-announces-compelling-6-120000207.html"
[X Link](https://x.com/RNAiAnalyst/status/2016866483687551441) 2026-01-29T13:30Z 21.2K followers, [----] engagements
"$mrna licenses global commercialization rights for propionic acidemia mRNA to Recordati. $REC.MI and $SOBI.ST imo are [--] of the most interesting European pharmas licensing US and rare disease assets on the cheap. Bayer also got some nice ex-US deals for more common disease meds. https://finance.yahoo.com/news/recordati-announces-strategic-collaboration-moderna-222000842.html https://finance.yahoo.com/news/recordati-announces-strategic-collaboration-moderna-222000842.html"
[X Link](https://x.com/RNAiAnalyst/status/2017130049850261818) 2026-01-30T06:57Z 21.2K followers, [----] engagements
"Article on genome editing AccurEdit (Cas9 nuclease) fast following $ntla and $verv in TTR and PCSK9. They achieve similar milestones using 25% of resources required by US peers."
[X Link](https://x.com/RNAiAnalyst/status/2018805418907328952) 2026-02-03T21:54Z 21.2K followers, [----] engagements
"For $hims to be selling an untested Glp1 pill at this stage and such a low price is wild. What confidence can a user have that it is even effective Online reviews And since oral Glp1 peptides use high doses how can $hims compete on price with mass manufacturer $nvo without cutting corners https://twitter.com/i/web/status/2019459481118093779 https://twitter.com/i/web/status/2019459481118093779"
[X Link](https://x.com/RNAiAnalyst/status/2019459481118093779) 2026-02-05T17:13Z 21.2K followers, [----] engagements
"$qure AAV Fabry gene therapy does not sound as promising as $sgmo's with variability in transgene expression and dose-limiting liver enzymes. Preliminary take pending full presentation today. https://finance.yahoo.com/news/uniqure-announces-updated-preliminary-amt-120500052.html https://finance.yahoo.com/news/uniqure-announces-updated-preliminary-amt-120500052.html"
[X Link](https://x.com/RNAiAnalyst/status/2019755718258102399) 2026-02-06T12:51Z 21.2K followers, 11.4K engagements
"$nvo I bet swift FDA/DOJ action on $hims also due to new CEO cozying up to Trump admin. This is why you want your biotech CEO to attend MAHA events etc"
[X Link](https://x.com/RNAiAnalyst/status/2020476684344967376) 2026-02-08T12:35Z 21.2K followers, [----] engagements
"$hims patent infringement or snakeoil I believe there is confusion about what this case is all about. For me. 1) the '#oral Wegovy' is not so much of a knock-off but because of the formulation an entirely new UNPROVEN drug (molecular entity) that did not go through clinical trials and regulatory review; snakeoil 2) subQ Glp1s are about patent infringement (tbd) and secondarily skirting bioequivalence studies expected from generics https://twitter.com/i/web/status/2021144464123727949 https://twitter.com/i/web/status/2021144464123727949"
[X Link](https://x.com/RNAiAnalyst/status/2021144464123727949) 2026-02-10T08:49Z 21.2K followers, [----] engagements
"$mrna if you were investing in vaccine development based on US policy and global growth trends you'd probably want to prioritize China (breakdown of annual flu vaccine sales below)"
[X Link](https://x.com/RNAiAnalyst/status/2021485517385367621) 2026-02-11T07:24Z 21.2K followers, [----] engagements
"$beam now my biggest position neck-and-neck with $abvx. Basically unchanged since FDA AATD guidance and well cashed up. Sickle cell product should also fare considerably better than $vrtx $crsp's"
[X Link](https://x.com/RNAiAnalyst/status/2021703533544738876) 2026-02-11T21:50Z 21.2K followers, [----] engagements
"$mrna Please keep up the pressure on the #FDA. No false compromise e.g. approval in smaller patient population but removal of Prasad has to be the end goal here"
[X Link](https://x.com/RNAiAnalyst/status/2021839784939749782) 2026-02-12T06:52Z 21.2K followers, [----] engagements
"@plainyogurt21 Recent $vrtx $beam conference calls e.g"
[X Link](https://x.com/RNAiAnalyst/status/2021848473188941966) 2026-02-12T07:26Z 21.2K followers, [---] engagements
"@plainyogurt21 You may be right which is also why sickle cell is pure upside for me at this point. An acquirer though may value the commercial footprint $beam will get in preparation for non-chemo future follow-on products"
[X Link](https://x.com/RNAiAnalyst/status/2021852784107081975) 2026-02-12T07:44Z 21.2K followers, [---] engagements
"$abvx just a coincidence that $sny CEO gets fired as $lly jet lands in Paris"
[X Link](https://x.com/RNAiAnalyst/status/2021938892945957118) 2026-02-12T13:26Z 21.2K followers, 17.1K engagements
"$alny says they believe alk-7 is more promising target over inhibinE pointing to preclinical and $arwr data. We shall see. $wve"
[X Link](https://x.com/RNAiAnalyst/status/2021951393590861953) 2026-02-12T14:15Z 21.2K followers, [----] engagements
"$pepg up 50% in [--] trading days. Data ANY day now"
[X Link](https://x.com/RNAiAnalyst/status/2021967095609930180) 2026-02-12T15:18Z 21.2K followers, [----] engagements
"$alny there will be numerous Harvard Biz School case studies of why a former innovator failed to complement its loss-of-function platform with adjacent gain-of-function one. spending just 1/50 of its market cap to buy a leading stake in #RNAediting as $wve is surpassing them in RNAi chemistry and sets (preclinical) standard in durable #RNAediting. bwdiy. $prqr $krro https://twitter.com/i/web/status/2021969318733287725 https://twitter.com/i/web/status/2021969318733287725"
[X Link](https://x.com/RNAiAnalyst/status/2021969318733287725) 2026-02-12T15:27Z 21.2K followers, [----] engagements
"$qure meeting minutes probably next week. Market clearly getting nervous after $mrna control group issues"
[X Link](https://x.com/RNAiAnalyst/status/2022012535894159681) 2026-02-12T18:18Z 21.2K followers, [----] engagements
"@AppleHelix My theory is that $sny wanted $abvx but after $lly flew in last night and sealed the deal Hudson got the blame for losing out. $lly said $240 in cash no CVR shenanigans $sny could not counter"
[X Link](https://x.com/RNAiAnalyst/status/2022016438073274817) 2026-02-12T18:34Z 21.2K followers, [----] engagements
"I btw still expect a positive outcome from that meeting. After all similar to $srpt $qure is a case where even Prasad will have to bow to public pressure. $mrna has little readthrough since in the end anti-mRNA ideology is the only thing holding together the RFK-Makary-Prasad brotherhood. https://twitter.com/i/web/status/2022020241304293736 https://twitter.com/i/web/status/2022020241304293736"
[X Link](https://x.com/RNAiAnalyst/status/2022020241304293736) 2026-02-12T18:49Z 21.2K followers, [----] engagements
"@taeyoon43334145 @AppleHelix Agreed. With the new CEO already chosen a sudden firing following $lly landing is unlikely. One could even make the case that $sny is now even more likely to pursue $abvx since new CEOs like bold action when they come in.see $nvo"
[X Link](https://x.com/RNAiAnalyst/status/2022021604243599632) 2026-02-12T18:54Z 21.2K followers, [---] engagements
"@bronxb_13 I was bearish on the mechanism before data came out. $capr"
[X Link](https://x.com/RNAiAnalyst/status/2022039530900230366) 2026-02-12T20:06Z 21.2K followers, [---] engagements
"$beam $arwr the desire to rule out future liver issues could be a motivation to adopt genome editing along with the apparent lung benefit (but deep Z--M conversion needed); for #RNAi knockdown treatment only makes sense if liver disease has become apparent or somebody is at very high risk. $prme https://twitter.com/i/web/status/2022046440126615665 https://twitter.com/i/web/status/2022046440126615665"
[X Link](https://x.com/RNAiAnalyst/status/2022046440126615665) 2026-02-12T20:33Z 21.2K followers, [----] engagements
"$pepg has a history of releasing data after-hours"
[X Link](https://x.com/RNAiAnalyst/status/2022047811249054025) 2026-02-12T20:39Z 21.2K followers, [----] engagements
"Casgevy sales picking up speed $54M in Q4. $crsp $vrtx $beam Today we announced our fourth quarter and full year earnings results. Read more about our recent highlights and outlook: https://t.co/MBf204aTfF https://t.co/eedbKvW42n Today we announced our fourth quarter and full year earnings results. Read more about our recent highlights and outlook: https://t.co/MBf204aTfF https://t.co/eedbKvW42n"
[X Link](https://x.com/RNAiAnalyst/status/2022064231781478669) 2026-02-12T21:44Z 21.2K followers, [----] engagements
"@gmt9992 Lack of inheritance tax also attractive and would consider it. But how easy is it to live there and buy property as a foreigner now"
[X Link](https://x.com/RNAiAnalyst/status/2022274167932956969) 2026-02-13T11:38Z 21.2K followers, [---] engagements
"When will Makary realize that his buddy Prasad is actively undermining him and making him look bad Makary issues $iron a CNPV also based on plausible mechanism then Prasad says mechanism is not plausible"
[X Link](https://x.com/RNAiAnalyst/status/2022446529508790449) 2026-02-13T23:03Z 21.2K followers, [----] engagements
"Dr Oz RFK now tainted by Epstein; Prasad being allegedly a sexual harasser at work all while Makary has no clue what's going on around him. Was being in the Epstein files a prerequisite to being in Trump's cabinet https://t.co/aQFNGuoiuD Was being in the Epstein files a prerequisite to being in Trump's cabinet https://t.co/aQFNGuoiuD"
[X Link](https://x.com/RNAiAnalyst/status/2022449505808072780) 2026-02-13T23:15Z 21.2K followers, [----] engagements
"$beam $qure $mltx what to make of any positive regulatory 'alignments' when leftist saboteur Prasad can interject himself last minute $qure alignment e.g. last year occurred under new admin so this does not only impact developments started under old FDA"
[X Link](https://x.com/RNAiAnalyst/status/2022606342842978549) 2026-02-14T09:38Z 21.2K followers, [----] engagements
"This article on Sanofi CEO change quotes a Jefferies analyst who agrees with my view that there is little rhyme or reason in I&I drug development. In fact I'm wondering whether because of it the healthcare system is wasting much money here on expensive specialty drugs that in the end don't really add much. $mltx $nktr $abvx etc https://endpoints.news/sanofis-new-ceo-belen-garijo-gets-frosty-reception-as-challenges-await/ https://endpoints.news/sanofis-new-ceo-belen-garijo-gets-frosty-reception-as-challenges-await/"
[X Link](https://x.com/RNAiAnalyst/status/2022663557683314956) 2026-02-14T13:25Z 21.2K followers, [----] engagements
"China #coronavirus scare: has anybody assembled a list of US/European-listed biotech stocks that may 'benefit' from this Well-trodden playbook opportunity here. $XBI $IBB #Ebola #flu"
[X Link](https://x.com/RNAiAnalyst/status/1219208913393987584) 2020-01-20T10:43Z 21.2K followers, [--] engagements
"$afmd what is Genentech thinking of the afm13-cbNK combo update and how it might translate to EGFR. They might get greedy here"
[X Link](https://x.com/RNAiAnalyst/status/1384577471174086658) 2021-04-20T18:39Z 21.1K followers, [--] engagements
"My problem with licensing #dux4 is that realistically what do you get in this market for a pre-clinical asset. #fshd on other hand is large market target risk is low #muscle knockdown quite robust. In ideal world I'd develop asset myself. $arwr"
[X Link](https://x.com/RNAiAnalyst/status/1674880503361556481) 2023-06-30T20:40Z 21.1K followers, [----] engagements
"$PSTX existing partner Roche decides to take advantage of share price weakness. Cancer cell therapy with genome editing platform to support. https://finance.yahoo.com/news/poseida-therapeutics-inc-announces-agreement-061000051.html https://twitter.com/i/web/status/1861333993766985811 https://finance.yahoo.com/news/poseida-therapeutics-inc-announces-agreement-061000051.html https://finance.yahoo.com/news/poseida-therapeutics-inc-announces-agreement-061000051.html https://twitter.com/i/web/status/1861333993766985811"
[X Link](https://x.com/RNAiAnalyst/status/1861333993766985811) 2024-11-26T08:59Z 21.2K followers, [----] engagements
"$AMGN CEO said last week that Lpa-#RNAi from $ARWR (olpasiran) is his favorite compound. Add to this new CSO a hard-core RNA scientist from Stanford you can see where this movie is going"
[X Link](https://x.com/RNAiAnalyst/status/1865531213726765299) 2024-12-07T22:57Z 21.1K followers, 16.6K engagements
"$DYN FDA is right to ask for functional (vHOT) endpoint instead of abstract splicing index for AA in DM1. It's good for everybody really. $PEPG $RNA https://finance.yahoo.com/news/dyne-therapeutics-announces-fda-breakthrough-110000454.html https://finance.yahoo.com/news/dyne-therapeutics-announces-fda-breakthrough-110000454.html"
[X Link](https://x.com/RNAiAnalyst/status/1934948230745202794) 2025-06-17T12:16Z 21.2K followers, [----] engagements
"$sana inevitable funding. Only small size given their market cap. Not sufficient interest (my feeling) or as bridge to partnership https://finance.yahoo.com/news/sana-biotechnology-announces-pricing-public-032400219.html https://finance.yahoo.com/news/sana-biotechnology-announces-pricing-public-032400219.html"
[X Link](https://x.com/RNAiAnalyst/status/1953468699802812668) 2025-08-07T14:50Z 21.2K followers, [----] engagements
"$RNA Novartis strikes again After walking away from $cytk deal early '24 they may have done so again with Avidity. $trml yesterday may have been the tell. In any case before DM1 and FSHD pivotals reading out this was an impossible deal to close now"
[X Link](https://x.com/RNAiAnalyst/status/1965885928385511651) 2025-09-10T21:11Z 21.1K followers, [----] engagements
"$rna and yes Novartis tripling down on #RNAi"
[X Link](https://x.com/RNAiAnalyst/status/1982487374274928660) 2025-10-26T16:39Z 21.1K followers, [----] engagements
"$CRISPR not going anywhere. CBER Chief Prasad talking real $$$ here predicts INVESTMENTS to flow the moment upcoming paper is published. These learnings will add up quickly. Adding to exposure. $PRME $NTLA $MGX $EDIT"
[X Link](https://x.com/RNAiAnalyst/status/1984279098471141547) 2025-10-31T15:19Z 21.1K followers, 10.1K engagements
"$ntla one can argue that this event happening in a clinical trial setting instead of in the commercial wild following approval is one of the better outcomes"
[X Link](https://x.com/RNAiAnalyst/status/1985305210164842779) 2025-11-03T11:17Z 21.1K followers, [----] engagements
"#PCSK9-lowering moving into primary prevention a major boost for life-long CRISPR-based strategies. $verv Repatha (evolocumab) a PCSK9 blocker that lowers LDL cholesterol reduced major adverse cardiovascular events in a large trial of participants with diabetes or atherosclerosis (no prior heart attack or stroke) @NEJM #AHA25 https://t.co/Pq6VvxQwnH https://t.co/pqaxwiqVLo Repatha (evolocumab) a PCSK9 blocker that lowers LDL cholesterol reduced major adverse cardiovascular events in a large trial of participants with diabetes or atherosclerosis (no prior heart attack or stroke) @NEJM #AHA25"
[X Link](https://x.com/RNAiAnalyst/status/1987231346004017528) 2025-11-08T18:50Z 21.1K followers, [----] engagements
"$inbx Shorts getting squeezed because they simply CANNOT AEPT that a change in patient screening stopped fatal liver tox cases. $ntla next $INBX causes "confusion" with ozekibart update but all liver tox deaths occurred before new screening protocols. Via @ApexOnco - https://t.co/UeWZICxbwI $INBX causes "confusion" with ozekibart update but all liver tox deaths occurred before new screening protocols. Via @ApexOnco - https://t.co/UeWZICxbwI"
[X Link](https://x.com/RNAiAnalyst/status/1987234228682056059) 2025-11-08T19:02Z 21.1K followers, [----] engagements
"I expect a big #RNAi/oligo deal from $lly. Looking at their pipeline and new SanegeneBio deal they are being increasingly left behind the likes of $nvo and $nvs. Tirzepatide and orfoglipron may hide this for a while but at some point this deficiency will shine through"
[X Link](https://x.com/RNAiAnalyst/status/1987491491778908337) 2025-11-09T12:04Z 21.1K followers, [----] engagements
"AGT gene editing or annual RNAi $mgx $ions $alny BETTER-BP trial: A lottery-based incentive program doubled antihypertensive medication adherence yet did not translate to significant blood pressure reduction at [--] months. #AHA25 View the slides here: https://t.co/Jk3TZcLgYm https://t.co/MQgzDpO9lG BETTER-BP trial: A lottery-based incentive program doubled antihypertensive medication adherence yet did not translate to significant blood pressure reduction at [--] months. #AHA25 View the slides here: https://t.co/Jk3TZcLgYm https://t.co/MQgzDpO9lG"
[X Link](https://x.com/RNAiAnalyst/status/1987704894115971570) 2025-11-10T02:12Z 21.1K followers, [----] engagements
"Maybe 90% LDLc lowering by $EDIT LDL-R upregulation isn't overkill after all. To quote $VERV CEO: as low as possible for as long as possible. Very Low LDL After Stroke: Safe and Effective New FOURIER OLE analysis showed: [--] Patients with LDL-C [--] mg/dL had lower risks of major events (IRR 0.69) all stroke (0.73) and ischemic stroke (0.75) vs [--] mg/dL. [--] Hemorrhagic strokes were rare and not linked to LDL-C https://t.co/B1QE73DoQM Very Low LDL After Stroke: Safe and Effective New FOURIER OLE analysis showed: [--] Patients with LDL-C [--] mg/dL had lower risks of major events (IRR 0.69) all stroke"
[X Link](https://x.com/RNAiAnalyst/status/1987800896051495390) 2025-11-10T08:33Z 21.1K followers, [----] engagements
"Having read $IONS sHTG olezarsen paper truly believe $arwr is coming out as winner in ApoC3 competition. While showing tremendous pancreatitis benefit olezarsen INCREASED LDLc by over 50% (from low 60mg/dL levels); not seen in $ARWR studies. This alone could be show-stopper to wide adoption; then there is liver fat increases (vuponersen hello) 50% have ALT/AST ULN increase in glycated hemoglobin (this is similar to $ARWR)"
[X Link](https://x.com/RNAiAnalyst/status/1988511176053932250) 2025-11-12T07:36Z 21.1K followers, [----] engagements
"$MGX (50% below cash).aaaand the new $ions collaboration target is. Yes you guessed it right: ApoC3 So $ions strategy is to follow up its ASO/RNAi programs (TTR AGT ApoC3) with genome editing As a next-gen or as a complement I believe a complement. So patients prefer dosing over lifetime some want to get it over with getting dosed once. https://finance.yahoo.com/news/metagenomi-present-preclinical-data-supporting-120000890.html https://finance.yahoo.com/news/metagenomi-present-preclinical-data-supporting-120000890.html"
[X Link](https://x.com/RNAiAnalyst/status/1995487492439507036) 2025-12-01T13:37Z 21.1K followers, [----] engagements
"$guts after going off Glp-1 receiving hydrothermal duodenal resurfacing is allowing patients keep weight down for at least [--] months. REVEAL-1 open-label results: https://finance.yahoo.com/news/fractyl-health-reports-positive-6-120000448.html https://finance.yahoo.com/news/fractyl-health-reports-positive-6-120000448.html"
[X Link](https://x.com/RNAiAnalyst/status/1995873331019485514) 2025-12-02T15:10Z 21.1K followers, [----] engagements
"$KMDA inhaled AAT for AATD bombs. Fails lung function improvement endpoint. PK of this one must be atrocious. $beam $wve $krro"
[X Link](https://x.com/RNAiAnalyst/status/1998003092629930403) 2025-12-08T12:13Z 21.1K followers, [----] engagements
"$dyn (6 months nominal improvement) vs $capr (12 months nominal decline) on pul2.0"
[X Link](https://x.com/RNAiAnalyst/status/1998004571004661823) 2025-12-08T12:19Z 21.1K followers, [----] engagements
"$abvx turning on the production of an immune-modulating #miRNA exclusively in immune cells could be the KILLER APP the modality has always dreamed of. Definitely deserves large investments into mechanism with more related drugs as a result. $ptct $stok"
[X Link](https://x.com/RNAiAnalyst/status/2000458713744687290) 2025-12-15T06:51Z 21.1K followers, [----] engagements
"Oral #PCSK9 drug from Merck to be included in CNPV program: $alny $verv https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-taps-merck-drugs-with-blockbuster-sales-potential-national-priority-2025-12-17/ https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-taps-merck-drugs-with-blockbuster-sales-potential-national-priority-2025-12-17/"
[X Link](https://x.com/RNAiAnalyst/status/2001555600099185057) 2025-12-18T07:30Z 21.1K followers, [----] engagements
"$prqr has less than a week to keep their promise of clinical data in [----]. Today is another holiday in the Netherlands so probably next Monday announcement"
[X Link](https://x.com/RNAiAnalyst/status/2004501968035959081) 2025-12-26T10:38Z 21.1K followers, [----] engagements
"@A_May_MD @Cattletech Selling/counselling to sell $mltx at $7 for example 😜"
[X Link](https://x.com/RNAiAnalyst/status/2010396070313095402) 2026-01-11T16:59Z 21.1K followers, [---] engagements
"@A_May_MD @Cattletech Do the words 'unspinnable' and 'disaster' ring a bell And how to interpret: ' "Dirk give this one up. It is 10000% over. $MLTX"'"
[X Link](https://x.com/RNAiAnalyst/status/2010402823230390465) 2026-01-11T17:25Z 21.1K followers, [---] engagements
"@A_May_MD @Cattletech I see your remark '10000% over' was dependent on having owned $mltx at $60. Got it"
[X Link](https://x.com/RNAiAnalyst/status/2010405147059343789) 2026-01-11T17:35Z 21.1K followers, [---] engagements
"Yes very different patient populations: one is young and otherwise healthy the other chronically frail. One lesson I have learned from $ntla-2001 and $mltx is that rushing trial enrolment can backfire and make perfectly good drugs look bad. So remember this one when one of your biotech holdings proudly proclaims earlier-than-expected enrolment. https://twitter.com/i/web/status/2010419061541253171 https://twitter.com/i/web/status/2010419061541253171"
[X Link](https://x.com/RNAiAnalyst/status/2010419061541253171) 2026-01-11T18:30Z 21.1K followers, [---] engagements
"Interest rates about to plummet. Monetary easing will be tremendous. If biotech had been held back by restrictive policy tomorrow will be interesting. Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"
[X Link](https://x.com/RNAiAnalyst/status/2010532376796168682) 2026-01-12T02:00Z 21.1K followers, [----] engagements
"1. $abvx [--]. $dyn = $wve $wve (tied for 2nd largest portfolio position with $dyn): the main risk IMO is that $arwr's alk7 soundly beats $wve's inhibinE profile. Here's my view: the $arwr alk7 reduction in adipocytes is jaw-dropping and deserves to be designated a public holiday in the RNAi calendar (as $wve (tied for 2nd largest portfolio position with $dyn): the main risk IMO is that $arwr's alk7 soundly beats $wve's inhibinE profile. Here's my view: the $arwr alk7 reduction in adipocytes is jaw-dropping and deserves to be designated a public holiday in the RNAi calendar (as"
[X Link](https://x.com/RNAiAnalyst/status/2011408717535961445) 2026-01-14T12:03Z 21.2K followers, [----] engagements
"@Bionavgator Anything above 20% would be a win considering 12.3% for single dose. If 50% which is not out of question then this is a commercial dose and home-run. Any good safety above 5mg/kg multi-dose would be gravy. $pepg"
[X Link](https://x.com/RNAiAnalyst/status/2011755215880667580) 2026-01-15T10:59Z 21.1K followers, [---] engagements
"$abvx Trump's Greenland and 10% tariff threats off the table.for now. Thus also the trade bazooka. US Big Pharma may resume their bidding. Quickly"
[X Link](https://x.com/RNAiAnalyst/status/2014325252508061721) 2026-01-22T13:12Z 21.1K followers, [----] engagements
"$RNA myotonic dystrophy p3 results had been expected in Q2 now likely in Sep/Oct. Wouldn't surprise me if $DYN will have very similar endpoints. $RNA Avidity adjusts endpoints of del-desiran P3 trial in myotonic dystrophy T1 patients. Now measured at [--] weeks (was [--] weeks). Adds [--] minute walk test as secondary outcome measure https://t.co/JJTEP0v2s3 $RNA Avidity adjusts endpoints of del-desiran P3 trial in myotonic dystrophy T1 patients. Now measured at [--] weeks (was [--] weeks). Adds [--] minute walk test as secondary outcome measure https://t.co/JJTEP0v2s3"
[X Link](https://x.com/RNAiAnalyst/status/2014449100331024773) 2026-01-22T21:24Z 21.2K followers, [----] engagements
"#CRISPR from hot (biotech bellwether following Liberation Day rebound). .to then cold (late Oct-year end) due to $NTLA safety scare. .to now hot again subsector. The latest driven by FDA showing continued tangible support in form of $BEAM AA pathway which also bodes well for $NTLA resuming ATTR studies. $PRME $EDIT $MGX @aperturebio $NTLA has been hot in the sector as it rebounds for a safety event that turned out to not be from the drug. $BEAM also had great news and FDA seems ready to propel these to the moon. @aperturebio $NTLA has been hot in the sector as it rebounds for a safety event"
[X Link](https://x.com/RNAiAnalyst/status/2014639309706469603) 2026-01-23T10:00Z 21.1K followers, [----] engagements
"$guts making the news. A one-shot gene therapy to make a lifetime's worth of GLP-1 (like Ozempic) @FractylHealth. But it requires direct injection to the pancreas and there are lots of unknowns. A clinical trial is starting soon. Front page @washingtonpost today gift link https://t.co/jcG5GrzPSL https://t.co/31I7LCsZPi A one-shot gene therapy to make a lifetime's worth of GLP-1 (like Ozempic) @FractylHealth. But it requires direct injection to the pancreas and there are lots of unknowns. A clinical trial is starting soon. Front page @washingtonpost today gift link https://t.co/jcG5GrzPSL"
[X Link](https://x.com/RNAiAnalyst/status/2015553225030607010) 2026-01-25T22:31Z 21.1K followers, [----] engagements
"$rvmd kudos to @BiotechCH for calling it on Friday saying size of acquisition likely too high here"
[X Link](https://x.com/RNAiAnalyst/status/2015555628287004778) 2026-01-25T22:41Z 21.1K followers, [----] engagements
"@EgorBezel I need to see clinical results first. Considering the scale and diversity of obesity such trials can be done ethically. Who knows the weight loss and diabetic benefit can be had without the tolerability issues. $guts"
[X Link](https://x.com/RNAiAnalyst/status/2015692866782179767) 2026-01-26T07:46Z 21.1K followers, [---] engagements
"$abvx key podcast excerpt with #Sofinnova of why an acquirer will have to agree to pursue obe commercialization in Europe starting at 35:45min. https://podcasts.apple.com/us/podcast/sofinnova-partners-stays-optimistic-on-biotechs-future/id1677173217i=1000746205149 https://podcasts.apple.com/us/podcast/sofinnova-partners-stays-optimistic-on-biotechs-future/id1677173217i=1000746205149"
[X Link](https://x.com/RNAiAnalyst/status/2015757145719869453) 2026-01-26T12:02Z 21.1K followers, [----] engagements
"$srpt Caught my eye: 9-year-olds have seen IMPROVEMENT in NSAA [--] years after receiving Elevidys. Not the normal natural history for sure. Today we announced positive topline three-year EMBARK results showing that our approved gene therapy significantly slows disease progression on key functional measures in ambulatory Duchenne patients. Read the release at https://t.co/Fj9GrqIHK8. https://t.co/StJJnM0MOC Today we announced positive topline three-year EMBARK results showing that our approved gene therapy significantly slows disease progression on key functional measures in ambulatory Duchenne"
[X Link](https://x.com/RNAiAnalyst/status/2015789644336488753) 2026-01-26T14:11Z 21.1K followers, [----] engagements
"@ramaiyar You got me excited for a moment but you are probably referring to (intracellular) tau knockdown in the clinic by $ioms $biib not ApoE RNAediting preclinical POC"
[X Link](https://x.com/RNAiAnalyst/status/2015849276056715273) 2026-01-26T18:08Z 21.1K followers, [---] engagements
"$ntla clinical halt for PN phase [--] trial lifted (thank god) while FDA discussions on path forward for CM indication ongoing. I expect main issue there is which frail elderly patients to exclude there. Matter of time. Shorts devastated. $CRISPR stock to fly"
[X Link](https://x.com/RNAiAnalyst/status/2016138221705425301) 2026-01-27T13:16Z 21.1K followers, [----] engagements
"$ntla there is also a positive aspect to the widespread skepticism around the commercial potential potential of an ATTR genome editor: they'll have that market for themselves for quite some time.unlike in AATD where there'll be [--] option. $beam $prme etc"
[X Link](https://x.com/RNAiAnalyst/status/2016216834605744568) 2026-01-27T18:28Z 21.1K followers, [----] engagements
"$beam took advantage of today's somewhat expected $ntla clinical-hold-lift-related CRISPR sell-the-news and bought a junky position here. They'll fly through approval.and even if they sold just [----] AATD a year that would be $2B in high-margin sales (VERY conservative)"
[X Link](https://x.com/RNAiAnalyst/status/2016220570195550636) 2026-01-27T18:43Z 21.1K followers, [----] engagements
"$rgnx that's a new one for me: a CNS neoplasm where 'an AAV vector genome integration event associated with overexpression of a proto-oncogene (PLAG1)'. But then again such neoplasms are not expected also in this study population. Probably the right decision to pause and to undertake clonal analysis to see whether vector integration timing and tumorigenesis coincided. https://finance.yahoo.com/news/regenxbio-announces-regulatory-ultra-rare-123000133.html https://finance.yahoo.com/news/regenxbio-announces-regulatory-ultra-rare-123000133.html"
[X Link](https://x.com/RNAiAnalyst/status/2016528502581837873) 2026-01-28T15:07Z 21.1K followers, [----] engagements
"Don't trust this idiot. He would sell his mother to induce you to buy $sgmo. Seriously. This August [----] document strongly indicates that nChromaBio is using CRISPR tech ('gRNA')"
[X Link](https://x.com/RNAiAnalyst/status/2016796661788377105) 2026-01-29T08:52Z 21.1K followers, 12.9K engagements
"@EgorBezel For the right patient population it could be a solution. And due to local nature of gene therapy injection a partial pancreatic resection may be feasible in worst case of persistent AEs. $guts"
[X Link](https://x.com/RNAiAnalyst/status/2016875801870823932) 2026-01-29T14:07Z 21.1K followers, [---] engagements
"$sgmo big volume big increase. Last minute rescue even acquisition () or a giant rugpull ahead $165M pre-diluted market cap. Warrant wall at $0.75. Zero cash"
[X Link](https://x.com/RNAiAnalyst/status/2016946335631487257) 2026-01-29T18:47Z 21.1K followers, 13.2K engagements
"$wve $arwr just dawned on me: in order for type II diabetics to readily lose weight (=fat) you need to overcome their tendency (high insulin trying to shove sugars into already overloaded hepatocytes) to store and keep fat in the first place.#obesity By triggering fat burning directly #inhibinE knockdown bypasses sugar and explains why it is particularly effective in type II.ultimately restoring insulin-sensitivity too. https://twitter.com/i/web/status/2017166291707040089 https://twitter.com/i/web/status/2017166291707040089"
[X Link](https://x.com/RNAiAnalyst/status/2017166291707040089) 2026-01-30T09:21Z 21.1K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@RNAiAnalyst Dirk Haussecker
The most important current event appears to be the controversy surrounding the FDA's decision on Quure's ($QURE) Huntington's disease treatment, with many expressing outrage and accusing the FDA of being capricious. The company's situation has sparked a strong reaction from the biotech community, with some suggesting that other forces may be at play. The FDA's decision has also raised questions about the agency's relationship with biotech companies and its decision-making processes.
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Social Influence
Social category influence stocks finance cryptocurrencies #6256 countries technology brands currencies travel destinations celebrities social networks us election
Social topic influence $arwr #1, $ntla, $ions #6, $alny #3, $srpt, $wve #1, $bbio, $nvax, $lly #25, $pfe
Top accounts mentioned or mentioned by @geneinvesting @amaymd @adamfeuerstein @zhaoweiasu @grok @biochemyst1 @nejm @biotechanalysst @bradloncar @auditor112017 @drmakaryfda @biohazard3737 @jfais20 @aamortazavi @bowtiedbiotech @hall8jack @statnews @arrowheadpharma @usfda @sonichedgefund
Top assets mentioned Arrowhead Research Corporation (ARWR) Intellia Therapeutics, Inc (NTLA) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Alnylam Pharmaceuticals, Inc. (ALNY) Sarepta Therapeutics, Inc. (SRPT) Wave Life Sciences Ltd. Ordinary Shares (WVE) BridgeBio Pharma, Inc. Common Stock (BBIO) Novavax Inc (NVAX) Eli Lilly and Company (LLY) Pfizer, Inc. (PFE) BEAM (BEAM) Moderna Inc (MRNA) uniQure N.V. (QURE) Prime Medicine, Inc. (PRME) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Verve Therapeutics Inc. (VERV) Avidity Biosciences, Inc. (RNA) PepGen Inc. (PEPG) Novartis AG (NVS) Abivax SA (ABVX) CRISPR Therapeutics AG (CRSP) Dyne Therapeutics, Inc. (DYN) Metagenomi Technologies, LLC (MGX) Viking Therapeutics, Inc (VKTX) Novo-Nordisk (NVO) Vir Biotechnology, Inc. Common Stock (VIR) Biogen Inc (BIIB) Vertex Protocol (VRTX) Cytokinetics Inc. (CYTK) Smart Layer Network (SLN) PTC Therapeutics, Inc. (PTCT) Regeneron Pharmaceuticals Inc (REGN) Amgen, Inc. (AMGN) Scholar Rock Holding Corporation Common Stock (SRRK) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Sana Biotechnology, Inc. (SANA) Fractyl Health, Inc. (GUTS) BioMarin Pharmaceutical, Inc. (BMRN) Metsera, Inc. (MTSR)
Top Social Posts
Top posts by engagements in the last [--] hours
"You see that extremely rarely if ever from an academic founder. He knows the science he knows that $prme is stupidly undervalued. Within a month of the managements purchase David Liu himself also bought shares of Prime Medicine ($PRME). Theres no doubt that prime editing is working https://t.co/D99dyhYq6k Within a month of the managements purchase David Liu himself also bought shares of Prime Medicine ($PRME). Theres no doubt that prime editing is working https://t.co/D99dyhYq6k"
X Link 2025-06-13T04:56Z 21.1K followers, 17.7K engagements
"$cmps we have all witnessed how impactful the politicization of #FDA is. This can only be good for #psychedelics"
X Link 2025-09-07T10:35Z 21.1K followers, [----] engagements
"$guts interesting Glp-1 off-ramp results along with the 2x dilution. https://finance.yahoo.com/news/fractyl-health-announces-groundbreaking-data-110000025.html https://finance.yahoo.com/news/fractyl-health-announces-groundbreaking-data-110000025.html"
X Link 2025-09-26T11:32Z 21.1K followers, [----] engagements
"#Novartis Leqvio (PCSK9 RNAi) Q3 sales of $308M +54% yoy. $verv $alny $edit https://www.novartis.com/news/media-releases/novartis-delivers-solid-sales-and-core-operating-income-growth-strong-pipeline-progress-q3-reaffirms-fy-2025-guidance https://www.novartis.com/news/media-releases/novartis-delivers-solid-sales-and-core-operating-income-growth-strong-pipeline-progress-q3-reaffirms-fy-2025-guidance"
X Link 2025-10-28T10:41Z 21.1K followers, [----] engagements
"Now is the time for #CRISPR companies esp those with clinical LNP experience to come together and freely share liver tox insights. This should not be a competitive issue. $ntla $verv $beam $lly"
X Link 2025-10-30T14:57Z 21.1K followers, [----] engagements
"$srpt DM1 study enrolment now at 6mg/kg multi dose abt to go up to [--] mg/kg. Triggers $200M milestone to $arwr. $pepg $dyn $rna https://finance.yahoo.com/news/arrowhead-pharmaceuticals-earns-200-million-123000656.html https://finance.yahoo.com/news/arrowhead-pharmaceuticals-earns-200-million-123000656.html"
X Link 2025-11-24T12:44Z 21.1K followers, [----] engagements
"$ions partner GSK reports ASO bepirovirsen in nuke-treated chronic #HBV patiens meets primary endpoint of 'functional cure'*. Finally another addition to the armamentarium against HBV but still a long way to go to reach HCV-type state. Details to be disclosed in upcoming conferences but HBsAg starting levels [----] seem to do better: *undetectable HBsAg and DNA [--] weeks post treatment cessation https://www.gsk.com/en-gb/media/press-releases/gsk-announces-positive-results-from-b-well-1-and-b-well-2-phase-iii-trials-for-bepirovirsen-a-potential-first-in-class-treatment-for-chronic-hepatitis-b/"
X Link 2026-01-07T07:45Z 21.1K followers, [----] engagements
"$srpt submits CTA for subQ-administered BBB-crossing RNAi trigger targeting full-length huntingtin. Licensed from $arwr. After my deep-dive not found single convincing evidence against exon [--] transcript playing key role in pathogenesis. I really do hope I am wrong and Sarepta is right here. $qure https://finance.yahoo.com/news/sarepta-therapeutics-announces-submission-clinical-133000248.html https://finance.yahoo.com/news/sarepta-therapeutics-announces-submission-clinical-133000248.html"
X Link 2026-01-07T16:14Z 21.1K followers, [----] engagements
"$abvx Houston we have a price problem. Following $lly's trip to France MdG got on @cnbc to highlight that obe is growing the UC market so needs to be valued accordingly. Yesterday's [----] outlook also focused on that point. In order to avoid a repeat of the $cytk-Novartis desaster we may need multiple bidders involved. https://twitter.com/i/web/status/2009156321598124046 https://twitter.com/i/web/status/2009156321598124046"
X Link 2026-01-08T06:52Z 21.1K followers, [----] engagements
"$qure $mltx $srpt absent of guidances and hard regulations. .this new FDA is at least open for discussion and listening to the public instead of throwing billions out of the window because of p-value worship or some statutes not being met to the dot 👏. Yes lots of uncertainty but I can see the contours of right-to-try behind the Prasad facade taking shape. https://twitter.com/i/web/status/2009617926505005301 https://twitter.com/i/web/status/2009617926505005301"
X Link 2026-01-09T13:27Z 21.1K followers, [----] engagements
"Personalized #CRISPR therapeutics start-up Aurora Therapeutics to 'destroy' the PKU (phenylketonuria) market. Led by ex- $STOK CEO.if this (presumably $prme editing-based) gets to market is safe and reimbursed the pie for repeat-therapeutics will implode."
X Link 2026-01-11T09:03Z 21.1K followers, [----] engagements
"$stok now expects p3 Dravet's readout in mid [----] as it tries to find path for earlier approval via AA: https://finance.yahoo.com/news/stoke-therapeutics-announces-updates-timelines-190000453.html https://finance.yahoo.com/news/stoke-therapeutics-announces-updates-timelines-190000453.html"
X Link 2026-01-11T20:26Z 21.1K followers, [----] engagements
"$abvx more relevant if one of the Big Pharmas issued a denial esp JNJ which said it was not in $rvmd negotiations"
X Link 2026-01-12T15:15Z 21.1K followers, [----] engagements
"$mdgl following $arwr's demonstration of -70% hepatic fat in diabetic patients using inhibinE RNAi.this MOA must be on $mdgl's radar: inhibinE frees FFA from fat -- FFAs get burned off in liver using thr-beta agonism. Also considering: - Glp1 component in resmetirom combo only aimed at achieving 'mild' weight loss - $mdgl is also considering subQ agents $wve https://twitter.com/i/web/status/2011032968458817820 https://twitter.com/i/web/status/2011032968458817820"
X Link 2026-01-13T11:09Z 21.1K followers, [----] engagements
"$prme $FBIO Confirmation of PRV Granted by FDA https://t.co/yjdjpVnrB2 $FBIO Confirmation of PRV Granted by FDA https://t.co/yjdjpVnrB2"
X Link 2026-01-14T09:20Z 21.1K followers, [----] engagements
"$abvx just saw the Mr Adam Fraudstein for the second time in [--] weeks very deliberately posted with the express intent of knocking down the stock. For him to call La Lettre a 'stock manipulator' is rich indeed"
X Link 2026-01-16T08:22Z 21.1K followers, [----] engagements
"$abvx unfortunately Trump's de facto declaration of war on the EU means that the Trade Bazooka (aka anti-coercion instrument) is now widely discussed. One of the measures include limitations on Foreign Direct Investments which obviously would impact any $lly M&A interests. Sad sad sad. https://twitter.com/i/web/status/2013146855119466786 https://twitter.com/i/web/status/2013146855119466786"
X Link 2026-01-19T07:09Z 21.1K followers, [----] engagements
"$WVE and $BEAM AATD programs both achieve 12uM total serum AAT (200mg MAD for Wave; 60mg for Beam). Beam has the upperhand in terms of Z-AAT reduction (-75% vs -60.3%) and I believe with repeat-dosing BEAM-302 could be a top contender in the AAT-related liver disease market. . but its M-AAT values are an overestimation due to 10% concomitant bystander edits. For lung AATD I do not see why $wve-006 would not get a similar AA pathway to Beam esp since FDA now supposed to be more unified (CBER/CDER). https://twitter.com/i/web/status/2013283365307269187"
X Link 2026-01-19T16:12Z 21.1K followers, [----] engagements
"'American predator' love it. Because of Trump/Greenland a European bidder will likely get the nod and $abvx shareholders will have to do with $240 instead of $340. Oh well. $lly $az Let the bidding war commence $abvx https://t.co/Mzmtbevlgk Let the bidding war commence $abvx https://t.co/Mzmtbevlgk"
X Link 2026-01-20T06:48Z 21.1K followers, [----] engagements
"$abvx thoughts and prayers for Adam Fraudstein having to get up early today"
X Link 2026-01-20T08:56Z 21.1K followers, [----] engagements
"$abvx to state the obvious: Claiming these 'rumors' are a distraction is a reflection of position of strength. Biotechs get bought not sold. Plan B: maintenance data; selling on their own"
X Link 2026-01-20T17:51Z 21.1K followers, [----] engagements
"Great to see our sector #biotech serve as a safe haven.at least for today. But I've got bad news for you: when the most powerful person on earth has obviously lost his marbles and is willing to bring the entire planet down with him.nobody is safe"
X Link 2026-01-20T19:16Z 21.1K followers, [----] engagements
"@SaintEquitie @lalettre_fr MdG is pissed. He said that talking to ministry before an M&A proposal and behind the backs of $abvx would be against all norms. It seems $lly has done this without co-ordination with $abvx. Maybe to get a leg up on the competition"
X Link 2026-01-21T08:25Z 21.1K followers, [----] engagements
"$lly when you are a trillion+ company and watching the decline of a rules-based world.maybe you start believing conventions do not apply to you. Old-school $abvx MdG disagrees"
X Link 2026-01-21T08:27Z 21.1K followers, [----] engagements
"$abvx AstraZeneca is the White Knight: they will match $lly's financial offers but in addition guarantee French jobs and EMA approval $lly by contrast will buy the IP close down France move manufacturing to the US and not even bother with European approval. So if $abvx-AZ announce a deal $lly will likely to go hostile. https://twitter.com/i/web/status/2013894762177147011 https://twitter.com/i/web/status/2013894762177147011"
X Link 2026-01-21T08:41Z 21.1K followers, [----] engagements
"$iobt today $sgmo next. They are already past their predicted runway"
X Link 2026-01-21T19:23Z 21.1K followers, [----] engagements
"$prme's plans on CGD (not lucrative enough market to sell/partner yet they will pursue PRV windfall). .made me realize that there is no commitment to commercialize in order for a product to receive a #PRV. IMO there should be a mechanism where such drugs are made available for cost+. On the topic of PRVs fresh votes on reauthorization coming up. https://twitter.com/i/web/status/2014245818186842506 https://twitter.com/i/web/status/2014245818186842506"
X Link 2026-01-22T07:56Z 21.1K followers, [----] engagements
"@A_May_MD @KlausMolle @Marahayter You are not taking into account that the safety signal with ntla-2001 has to do with the cas9 target site (generation of certain neo-epitopes). Further considering FDA's new Bayesian approach the agency will be satisfied with the safety of ntla-2002"
X Link 2026-01-22T13:10Z 21.1K followers, [---] engagements
"$qure yesterday after-hour and pre-market action very bullish (+7-13%).have execs walked out with big smiles from FDA type A meeting Pro tip: if it becomes a perma-smile they may have gotten a botox treatment as part of stag night"
X Link 2026-01-23T12:49Z 21.1K followers, [----] engagements
"@MofeekS 666% premium for LogicBio by AstraZeneca: https://www.fiercebiotech.com/biotech/spying-devilish-deal-astrazeneca-pays-666-premium-buy-genomic-medicine-biotech https://www.fiercebiotech.com/biotech/spying-devilish-deal-astrazeneca-pays-666-premium-buy-genomic-medicine-biotech"
X Link 2026-01-24T16:28Z 21.1K followers, [----] engagements
"$krro will try and make the case at tomorrow's investor day that they have a compelling #RNAediting solution to deal with hyperammonemia. If you are sick of all the politics and want to feed your scientific mind maybe worth tuning in"
X Link 2026-01-26T17:22Z 21.1K followers, [----] engagements
"$ntla what were they thinking That the FDA would throw away the most effective ATTR drug candidate and billion $ research away because the company got a bit overzealous and did not properly take precautions during trial enrolment process Use common sense"
X Link 2026-01-27T15:12Z 21.1K followers, [----] engagements
"$unh remember when everybody was stunned by Buffett taking a position.and many healthcare specialists followed him Rationale: this guy is such a genius he must be seeing something we don't understand. Turns out he did not understand a thing about the complicated structure that $unh is and considered it a value buy instead of dying angel. As with CDOs and MBSs and the GFC if you don't understand it don't buy. https://twitter.com/i/web/status/2016222591959142716 https://twitter.com/i/web/status/2016222591959142716"
X Link 2026-01-27T18:51Z 21.1K followers, [----] engagements
"@Rayanbiotech Because of the fierce competitions there; but the point is that $ntla will not only have the most effective treatments there full stop but will also be the only option for those desiring a one-and-done"
X Link 2026-01-27T19:10Z 21.1K followers, [---] engagements
"@zhaoweiasu Yes a few such claims have been made including by $sgmo and the Arc Institute. We'll see. $krro has also achieved 90% #RNAediting of alpha-1 by a year of hard optimization work"
X Link 2026-01-28T23:13Z 21.1K followers, [---] engagements
"No the old-fashioned rugpull is for a syndicate of traders pushing up the price by trading amongst themselves and then use the volume after retail got sucked in to sell out. Once normal and semi-legal (read Sorkin's [----] book) today frequently observed illegal but rarely punished. https://twitter.com/i/web/status/2016949257622999241 https://twitter.com/i/web/status/2016949257622999241"
X Link 2026-01-29T18:59Z 21.1K followers, [---] engagements
"Taking advantage of technical dip to go a bit long #gold and the Euro before Trump wakes up and appoints one of his sons as new Fed Chief"
X Link 2026-01-30T09:24Z 21.1K followers, [----] engagements
"@AaronRosenblum5 @Vulpescap @sharkbiotech @plainyogurt21 I dont think question for pivotal is about whether it meets approvability criteria; more a matter of market adoption risk imo. $guts"
X Link 2026-01-30T15:39Z 21.1K followers, [---] engagements
"@synapse_surfer Will have to see but I like the hepatic angle of inhibin E"
X Link 2026-01-30T21:42Z 21.1K followers, [--] engagements
"@synapse_surfer No because the liver is the central metabolic organ in the body esp as it pertains to fat/sugar"
X Link 2026-01-30T23:20Z 21.1K followers, [--] engagements
"$alny has initiated a phase [--] of fast-follower () ALN-2232 targeting Alk-7 in fat tissue for obesity and weight mgmt as quarterly product revs reach $1B: $arwr $wve https://finance.yahoo.com/news/alnylam-pharmaceuticals-reports-fourth-quarter-130000068.html https://finance.yahoo.com/news/alnylam-pharmaceuticals-reports-fourth-quarter-130000068.html"
X Link 2026-02-12T13:15Z 21.2K followers, [----] engagements
"$wve the positive from $alny choosing alk-7 over inhibinE is less competition. Of course they'd be declaring having more confidence in alk-7 but inhibinE IMO is the cleaner target and once more I like the liver angle. Overall net positive to me"
X Link 2026-02-12T14:36Z 21.2K followers, [----] engagements
"If Germany did introduce such a tax on unrealized profits I'd definitely be gone. It would be Germany's loss btw. What are the Dutch thinking The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss"
X Link 2026-02-13T10:19Z 21.2K followers, [----] engagements
"$beam now that regulatory uncertainty seems all but removed (see recent FDA alignment) current valuation reflects lack of confidence in commercial uptake of a genome editing therapy. Today's relative strength of #CRISPR stocks on the back of $CRSP $VRTX earnings showing accelerated uptake of Casgevy supports that. If you specialize in picking stocks where commercial uptake is underestimated (hello @jfais20) $beam and upcoming AATD launch may be for you. It will blow past expectations of most industry watchers and investors. https://twitter.com/i/web/status/2022353715760386242"
X Link 2026-02-13T16:54Z 21.2K followers, [----] engagements
"@CAgovernor Since you are in Germany you can see that discourse in Europe has (finally) moved on from relying on the US as a trusted partner as it is trying to find its place in a world of US and Chinese imperialism"
X Link 2026-02-13T17:41Z 21.2K followers, [----] engagements
"$alny down now almost 40% since I was crying out loud to use their strong stock for business development (adjacent platforms like genome editing RNA editing)"
X Link 2026-02-12T13:41Z 21.2K followers, [----] engagements
"As to cultural fit $2.7B MC $beam would make for a stellar acquisition but then again I'm just talking my book. $alny"
X Link 2026-02-12T15:28Z 21.2K followers, [----] engagements
"$iron this #FDA is just full of hot air. Let's cross our fingers that alleged sexual harasser Vinayak Prasad is out by Tuesday"
X Link 2026-02-13T22:14Z 21.2K followers, [----] engagements
"$verv push comes to shove the type of scientist CEO that gets the Co sold for decent premium. $cmpi $xbi Super fun to host @illumina CEO @fdesouza yesterday at @VerveTx @illumina sequencing technology is powering the efficacy and safety analyses of our gene editing medicines 👏🏽 https://t.co/MMWN8aSAGj Super fun to host @illumina CEO @fdesouza yesterday at @VerveTx @illumina sequencing technology is powering the efficacy and safety analyses of our gene editing medicines 👏🏽 https://t.co/MMWN8aSAGj"
X Link 2022-04-20T17:30Z 21.2K followers, [--] engagements
"$omga LNPs to hepatocellular carcinoma. Doubt results are meaningful and reproducible based on Tekmira's experience with RNAi a decade ago. But since it's mRNA and epigenetics by all means be excited Mr Market. $sgmo https://ir.omegatherapeutics.com/news-releases/news-release-details/omega-therapeutics-announces-promising-preliminary-clinical-data https://ir.omegatherapeutics.com/news-releases/news-release-details/omega-therapeutics-announces-promising-preliminary-clinical-data"
X Link 2023-09-26T17:10Z 21.2K followers, [----] engagements
"$TRDA exon skipping of 0.44% at highest (single) dose and 54ng/g exon skipper in muscle tissue. For comparison $WVE reported 53% and 1000x tissue conc at early time-point (after [--] doses). https://ir.wavelifesciences.com/news-releases/news-release-details/wave-life-sciences-announces-initiation-dosing-phase-2-forward https://finance.yahoo.com/news/entrada-therapeutics-reports-positive-preliminary-100000611.html https://ir.wavelifesciences.com/news-releases/news-release-details/wave-life-sciences-announces-initiation-dosing-phase-2-forward"
X Link 2024-06-24T10:24Z 21.2K followers, [----] engagements
"IPO window just cracked open with rotation aaand.$artv to IPO jumping on the cancer cell therapy to autoimmune pivot train but this time with NK cells. Curious about after-market performance but given lackluster $afmd data reception doubtful. https://investors.artivabio.com/News-and-Events/news/news-details/2024/Artiva-Biotherapeutics-Announces-Pricing-of-Upsized-167.0-Million-Initial-Public-Offering/default.aspx https://investors.artivabio.com/News-and-Events/news/news-details/2024/Artiva-Biotherapeutics-Announces-Pricing-of-Upsized-167.0-Million-Initial-Public-Offering/default.aspx"
X Link 2024-07-19T06:45Z 21.2K followers, [----] engagements
"And to shut up all the analysts suggesting $ARWR's superior results were driven by inclusion of MCS (multifactorial FCS).no real difference there. $ARWR just doubled the market opportunity for their ApoCIII drug. sHTG (in development) will 100x it. $IONS"
X Link 2024-09-02T11:12Z 21.2K followers, [----] engagements
"$ntla median 6MWT in ATTR-CM at [--] months.a GAIN over baseline. $alny $bbio https://finance.yahoo.com/news/vir-biotechnology-announces-positive-end-160000726.html https://finance.yahoo.com/news/vir-biotechnology-announces-positive-end-160000726.html"
X Link 2024-11-16T15:39Z 21.2K followers, [----] engagements
"$VIR talk of town going into JP Morgan '25 January [--] clinical update on masked engagers. $JANX https://finance.yahoo.com/news/vir-biotechnology-host-virtual-investor-143000662.html https://finance.yahoo.com/news/vir-biotechnology-host-virtual-investor-143000662.html"
X Link 2024-12-02T21:47Z 21.2K followers, [----] engagements
"$apge priced for perfection or near that with $2.8B market cap on eve of critical atopic derm read-out. Science risk seems low but then again why are they first in category Also pin action on $nktr of interest. https://investors.apogeetherapeutics.com/news-releases/news-release-details/apogee-therapeutics-host-conference-call-report-part-16-weekmobile=1 https://investors.apogeetherapeutics.com/news-releases/news-release-details/apogee-therapeutics-host-conference-call-report-part-16-weekmobile=1"
X Link 2025-07-07T06:13Z 21.2K followers, [----] engagements
"$PROK +515% ($1.8B MC) on autologous cell therapy post kidney transplant reducing eGFR decline compared to pre-transplant by 50-78% median [--] months follow-up. Seeks approval pathway based on eGFR. $CAPR $SGMO https://finance.yahoo.com/news/prokidney-reports-statistically-clinically-significant-110000616.html https://finance.yahoo.com/news/prokidney-reports-statistically-clinically-significant-110000616.html"
X Link 2025-07-09T07:50Z 21.2K followers, [----] engagements
"Not surprising that $adap more or less is following the same path as $afmd. Good science but market not ready and mgmt mistakes"
X Link 2025-07-29T06:08Z 21.2K followers, [----] engagements
"$MDGL making a bad decision in-licensing a preclinical oral Glp1 receptor agonist. Not only is this diametrically opposed to their earlier claim that Glp1s are useless for MASH cause of poor tolerability by the time it gets approved field has moved on. https://ir.madrigalpharma.com/news-releases/news-release-details/madrigal-pharmaceuticals-enters-exclusive-global-license https://ir.madrigalpharma.com/news-releases/news-release-details/madrigal-pharmaceuticals-enters-exclusive-global-license"
X Link 2025-07-30T09:50Z 21.2K followers, [----] engagements
"$SNY be it atopic dermatitis hidradenitis suppuritiva etc.p2 -- p3 results measuring improvement from baseline can differ greatly depending on patient pop (severe/moderate) geography (SOC) etc $NKTR $MTLX"
X Link 2025-09-04T12:47Z 21.2K followers, [----] engagements
"Novartis buys $trml for anti-inflammation in cardiovascular disease (anti-IL6 antibody). Novartis wants to be the CVD powerhouse. https://ir.tourmalinebio.com/news-releases/news-release-details/tourmaline-bio-enters-agreement-be-acquired-novartis-ag https://ir.tourmalinebio.com/news-releases/news-release-details/tourmaline-bio-enters-agreement-be-acquired-novartis-ag"
X Link 2025-09-09T07:09Z 21.2K followers, [----] engagements
"$wve could be the next $100B biotech if INHBE genetics plays out. SAFETY huge derisking today. Heard it here first"
X Link 2025-10-29T16:19Z 21.2K followers, [----] engagements
"@A_May_MD @avidresearch The fact that your $qure tweet yesterday got 400+ likes worries me. The blind following the blind here"
X Link 2025-11-04T14:06Z 21.2K followers, [----] engagements
"$MGX (small genome editing nucleases now focused on hemophilia) Downgrade to hold with intention to sell on next 'Metagenomi' confusion spike or $IONS news. The good: - stable factor expression - low (5exp12) AAV dose. The bad: -transient LNP-related liver enzymes then there appears to be a day 20+ signal (unlike $NTLA which targets CDS this one targets in intron 1) which Co tries to gloss over (see below). - high inter-subject (NHP) variability https://ir.metagenomi.co/static-files/650e8b66-23ca-4d9b-ab1c-fe11ad42c57d https://ir.metagenomi.co/static-files/650e8b66-23ca-4d9b-ab1c-fe11ad42c57d"
X Link 2025-11-13T09:19Z 21.2K followers, [----] engagements
"$mgx time to convert to bitcoin treasury company before all money wasted on dead-end hemophilia project. Or have $asst gut them out"
X Link 2025-11-20T18:30Z 21.2K followers, [----] engagements
"@YHdjdhd Recent preclinical data not promising and $mgx is gambling their future entirely on hemophilia instead of a reset using the $ions partnership and cash"
X Link 2025-11-20T19:29Z 21.2K followers, [---] engagements
"@YHdjdhd Unfortunately still have a good chunk of $mgx. There must be a spike over the next [--] years before they run out of cash ;)"
X Link 2025-11-20T19:31Z 21.2K followers, [---] engagements
"Pro tip for $MGX: headline it 'Ionis selects 3rd collaboration target; data to be presented at upcoming conference'. Stock would be flying now. $ions"
X Link 2025-12-01T13:39Z 21.2K followers, [----] engagements
"@YHdjdhd $ions is $mgx' lifeline for sure. Maybe their strategy is to get clinical data asap then follow up with safer GalNac-targeted LNP"
X Link 2025-12-01T21:59Z 21.2K followers, [---] engagements
"$janx learned my lesson from $afmd: don't buy into the immuno-oncology flavor of the day"
X Link 2025-12-02T20:56Z 21.2K followers, [----] engagements
"$kymr definitely superior to $nktr rezpeg and in-line with dupi at [--] weeks. https://finance.yahoo.com/news/kymera-therapeutics-announces-positive-results-120000675.html https://finance.yahoo.com/news/kymera-therapeutics-announces-positive-results-120000675.html"
X Link 2025-12-08T12:06Z 21.2K followers, 19.6K engagements
"$dyn unless something crops up during the call can now ride it into the sunset=potential buyout. But don't commit 100% to this position. DM1 is main value and safety event(s) could always derail. $pepg $rna"
X Link 2025-12-08T12:10Z 21.2K followers, [----] engagements
"With #oligos soon reaching liver fat and the CNS and being able to up- and downregulate pathways for weeks at a time. .how can it not be game set match for oligos in the HEALTHY weight loss competition long-term $arwr $wve"
X Link 2025-12-16T11:11Z 21.2K followers, [----] engagements
"This only makes sense if RFK believes there to be efficacious DMD drugs out there. $dyn $rna $srpt .@SecKennedy: Im proud to announce today that Im approving the addition of duchenne muscular dystrophy and metachromatic leukodystrophy to the Recommended Uniform Screening Panelif we detect the children very early on who suffer from these diseases we can save them from a https://t.co/ioVen484ms .@SecKennedy: Im proud to announce today that Im approving the addition of duchenne muscular dystrophy and metachromatic leukodystrophy to the Recommended Uniform Screening Panelif we detect the children"
X Link 2025-12-16T21:21Z 21.2K followers, [----] engagements
"$RNA $MTSR [--] mega biotech acquisitions just months AHEAD of key readouts. As valuations go up Big Pharma now needs to take on a bit of extra (clinical) risk"
X Link 2025-12-28T21:49Z 21.2K followers, [----] engagements
"$arwr $wve looking forward to tomorrow's post-hoc pearls of wisdom on this platform"
X Link 2026-01-05T17:32Z 21.2K followers, 13.1K engagements
"Useful idiot Adam never misses a beat. Still on a retainer by the shorts and Big Pharma one of the most hilarious tweets of all time. On par with 'ISIS (aka $IONS) will never get another drug approved'. $arwr $wve looking forward to tomorrow's post-hoc pearls of wisdom on this platform. $arwr $wve looking forward to tomorrow's post-hoc pearls of wisdom on this platform"
X Link 2026-01-06T15:38Z 21.2K followers, [----] engagements
"$arwr $ions $alny I will never understand what the fascination is with these convertible notes: stock goes up note holders win; stock down they get money back and company often on edge of bankruptcy; plus due to hedging stock always down on note offering similar to if it were a dilutive secondary. Guess I like my balance sheet clean private and otherwise. https://twitter.com/i/web/status/2009222441063665994 https://twitter.com/i/web/status/2009222441063665994"
X Link 2026-01-08T11:15Z 21.2K followers, [----] engagements
"$mltx so there's another German expression after all the Schadenfreude following the most unlucky miss on primary (1 patient delta only timepoint in just [--] trial not stat sig). 'wer zuletzt lacht lacht am besten'"
X Link 2026-01-08T14:06Z 21.2K followers, [----] engagements
"$wve (tied for 2nd largest portfolio position with $dyn): the main risk IMO is that $arwr's alk7 soundly beats $wve's inhibinE profile. Here's my view: the $arwr alk7 reduction in adipocytes is jaw-dropping and deserves to be designated a public holiday in the RNAi calendar (as does $arwr's lung RNAi demonstration). .but to me a 'sound beat' even on just fat reduction would surprise me. Would a [--] vs 40% fat reduction be that meaningful Also the advantage of inhibinE is that it is a metabolic regulator sensing input in the liver and therefore is more likely to positively impact liver health"
X Link 2026-01-14T10:04Z 21.2K followers, 12.7K engagements
"While $alny has done nothing in terms of taking advantage of their $70B market cap (e.g. by buying small RNA and CRISPR tech companies during their darkest hours).it has now lost their edge in RNAi technology too: $arwr: extrahepatic delivery leader $wve: most durable and potent RNAi What world have mgmt and BoD been living in https://twitter.com/i/web/status/2011380025283465679 https://twitter.com/i/web/status/2011380025283465679"
X Link 2026-01-14T10:09Z 21.2K followers, [----] engagements
"@sguideRNA $alny is playing catch-up. They focused on liver and TTR for too long being too conservative with extrahepatic in particular"
X Link 2026-01-14T10:29Z 21.2K followers, [---] engagements
"$mltx shorts clearly feeling the pain ;). $MLTX downgraded to Sell at Goldman Sachs. PT $10 $MLTX downgraded to Sell at Goldman Sachs. PT $10"
X Link 2026-01-15T19:21Z 21.2K followers, [----] engagements
"$mltx application of Bayesian methods will certainly cement SLK's path towards HS approval. FDA saying 'no more p-value worship' 'leveraging phase [--] results' 'extrapolation to children' and many more benefits to SLK review. FDA is now open to Bayesian statistical approaches. A leap forward Bayesian statistics can help: ✅ Clinical trial design ✅ Finding the optimal dose ✅ Extrapolation to children ✅ Leveraging phase [--] results in phase [--] https://t.co/V48clSowV2 FDA is now open to Bayesian statistical approaches. A leap forward Bayesian statistics can help: ✅ Clinical trial design ✅ Finding the"
X Link 2026-01-16T08:19Z 21.2K followers, [----] engagements
"@A_May_MD Let me know which are 'safe shorts' besides $ntla and $mltx you have in your portfolio. I am looking for more attractive long ideas"
X Link 2026-01-22T19:08Z 21.2K followers, [----] engagements
"It reminds me of the $bbio $alny situation in their attr-cm p3 trials: benefits may mostly manifestly accrue over time esp in such a heterogeneous disease (i am surprised by the very liberal inclusion criteria); better safe than sorry. My main Q is whether this change was driven by FDA or Novartis the new owner. $pepg $dyn https://twitter.com/i/web/status/2014590190669504627 https://twitter.com/i/web/status/2014590190669504627"
X Link 2026-01-23T06:45Z 21.2K followers, [---] engagements
"$sgmo I agree that if there was salvation it would come from Astellas; but I would also note that unless Astellas wanted $sgmo R&D it could just wait to buy for chapter [--] to minimize the financial burden of the license. tick tock"
X Link 2026-01-23T10:45Z 21.2K followers, [----] engagements
"I think of solving #ApoE-mediated Alzheimer's as the Manhattan Project of #RNAediting technology. This paper makes the point that 'even' the predominant E3 allele is greatly harmful and E2 sets the baseline (but is not protective). I suggest waiting for clinical development until subQ delivery of oligos to the CNS has been established. https://www.nature.com/articles/s44400-025-00045-9#Tab2 https://www.nature.com/articles/s44400-025-00045-9#Tab2"
X Link 2026-01-26T15:13Z 21.2K followers, [----] engagements
"$lly licenses no-landing-pad recombinase tech from Seamless Therapeutics. Hearing loss first traget indication. $prme $sgmo $alsen.pa https://markets.businessinsider.com/news/stocks/seamless-therapeutics-announces-global-research-collaboration-with-lilly-to-develop-programmable-recombinase-based-therapeutics-for-hearing-loss-1035754939 https://markets.businessinsider.com/news/stocks/seamless-therapeutics-announces-global-research-collaboration-with-lilly-to-develop-programmable-recombinase-based-therapeutics-for-hearing-loss-1035754939"
X Link 2026-01-28T12:27Z 21.2K followers, [----] engagements
"$guts another fallen angel trade like $mltx or $krro Investors giving up despite of it having an explanation for yesterday's disappointing data (single site outlier) and the following upcoming catalysts: 1) FDA alignment on regulatory path (Q2) 2) pivotal REVITA data and reg filing (H2) 3) Glp1 gene therapy initiation and data (H2/Q1 '27) Right now trading slightly below cash. Mid to high 40s may be sweet spot. Let the weak hands sell first. Fractyl Health $GUTS revealed 6-month data on their REMAIN-1 cohort. BUT the investor call was INTERESTING. Todays results were disappointing versus"
X Link 2026-01-30T09:33Z 21.2K followers, [----] engagements
"Actually I just need Adam to inverse-jinx and announce he's short $guts for me to pull the trigger. $ntla $mltx"
X Link 2026-01-30T14:02Z 21.2K followers, [----] engagements
"$wve regains full rights to #RNAediting AATD program from GSK as GSK selects another target under collaboration. $KRRO $BEAM https://finance.yahoo.com/news/wave-life-sciences-announces-plans-123000777.html https://finance.yahoo.com/news/wave-life-sciences-announces-plans-123000777.html"
X Link 2026-02-02T12:39Z 21.2K followers, [----] engagements
"On [--] hand disappointing as I assume GSK has seen the 400mg data; on other hand positive as drug even at 200mg looks approvable GSK is handing over rights after having made substantial investmemts in program. $wve"
X Link 2026-02-02T13:18Z 21.2K followers, [----] engagements
"Mea culpa. GSK has unexpectedly not seen 400mg data yet before making decision. Could end up being a major generous Big Pharma mistake. $wve @RNAiAnalyst Prior to seeing data https://t.co/XYypRy5rRy @RNAiAnalyst Prior to seeing data https://t.co/XYypRy5rRy"
X Link 2026-02-02T13:39Z 21.2K followers, [----] engagements
"Sanegenebio a Chinese #RNAi outfit started by ex- $DRNA people and in p1 with inhibinE licenses drug candidate to Roche for $200M upfront. Follows deal with $lly. Similar developments have been happening with ex- $ARWR staffers less so with ex- $alny partly because Alnylam hired more from India partly because their job contracts had tougher non-compete clauses. $wve https://www.prnewswire.com/news-releases/sanegenebio-announces-rnai-global-licensing-collaboration-with-genentech-302676224.html"
X Link 2026-02-02T16:28Z 21.2K followers, [----] engagements
"Add to GSK handing back WVE-006 to $WVE before seeing 400mg data. I agree with $beam permabull @zhaoweiasu though that 200mg could have been interpreted as 200mg already hit saturation.I remain open to possibility that outliers and low N explain rocky dose response. So Gsk gave back the Werner compound after just [--] patients enrolled. I'm inclined to think this wasn't a very well thought out decision. $idya https://t.co/q4rgQKMpTj So Gsk gave back the Werner compound after just [--] patients enrolled. I'm inclined to think this wasn't a very well thought out decision. $idya"
X Link 2026-02-03T11:02Z 21.2K followers, [----] engagements
"$sgmo unappetizing offering. Warrant wall climbing to Mount Everest level. CFO got the blame but in the end there was no Fabry partnering interest"
X Link 2026-02-03T14:19Z 21.2K followers, [----] engagements
"#PCSK9 Besides having to take a pill on a daily basis (see statins for how far that gets you in terms of adjerence) #enlicitide has to be taken on empty stomach and no food/water for another [--] minutes. Will be a more difficult sell esp for rushed working people when you have a semiannual RNAi option. $mrk $alny Phase [--] CORALreef Lipids trial: PCSK9 inhibitors are an effective alternative to statins for lowering LDL cholesterol but current formulations are available only in an injectable form. Research findings on an oral PCSK9 inhibitor are summarized in a new Quick Take video."
X Link 2026-02-06T15:00Z 21.2K followers, [----] engagements
"Have a nice weekend $hims grifters. FDA cannot verify the quality safety or efficacy of non-FDA approved drugs. https://t.co/0UJhH4BGfH FDA cannot verify the quality safety or efficacy of non-FDA approved drugs. https://t.co/0UJhH4BGfH"
X Link 2026-02-07T06:56Z 21.2K followers, [----] engagements
"Stark contrast between $ARWR and $WVE in characterizing their inhibinE programs: While both point towards potent early fat loss. $arwr says program still at hypothesis-generating stage; not sure about weight loss as mono and non-diabetic vs $wve weight loss is just matter of time While I lean towards $arwr in messaging I would position inhibinE as uniquely lowering fat in a specific potent manner. In the future: potent MASH medicine anti-diabetic CVD drug https://twitter.com/i/web/status/2020538563025043589 https://twitter.com/i/web/status/2020538563025043589"
X Link 2026-02-08T16:41Z 21.2K followers, [----] engagements
"You can't have it both ways 'Dr' Oz. On the one hand abetting the MAHA claim that #vaccines are dangerous but then getting cold feet when infections get out of control because of antivaxxers. You are complicit. #measles Dr. Mehmet Oz a leading U.S. health official urged people to get inoculated against the measles at a time of outbreaks across several states and as the U.S. is at risk of losing its measles elimination status. Take the vaccine please he said. https://t.co/YjGLPsFK3y Dr. Mehmet Oz a leading U.S. health official urged people to get inoculated against the measles at a time of"
X Link 2026-02-09T09:08Z 21.2K followers, [----] engagements
"$qure $sgmo In terms of alpha Gal activity the mid- and hi-doses by $qure actually look good. Also ALL [--] of the first-dosed subjects went off ERT so this number should grow. Just not sure about the regulatory path forward with mid- and hi-doses paused as low dose insufficient activity. https://twitter.com/i/web/status/2020814386495893634 https://twitter.com/i/web/status/2020814386495893634"
X Link 2026-02-09T10:57Z 21.2K followers, [----] engagements
"Whoa $nvo also sues based on patent infringement. What was $hims thinking #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"
X Link 2026-02-09T13:39Z 21.2K followers, [----] engagements
"@LifeSciVC It is a bit misleading though as essentially all but one of the 'prevalent' drugs listed for [----] are Glp1-based but certainly that's where pharma investments are at the moment"
X Link 2026-02-10T08:54Z 21.2K followers, [---] engagements
"$nktr oh the irony if placebo outperformance struck again in I&I. As we all know $mltx e.g. these conditions wax and wane and are influenced by many factors; if not perfectly managed ( $abvx seems near perfect) you can end up with big remission numbers in pbo. And then again based on the ever improving drug tolerability claims by Nektar they will probably not be telling the whole truth either. https://twitter.com/i/web/status/2021161729854460316 https://twitter.com/i/web/status/2021161729854460316"
X Link 2026-02-10T09:58Z 21.2K followers, [----] engagements
"'Projected' to regain ALL their weight in [--] years. #glp1 Weight Regain after Stopping Obesity Medications: @NEJMClinician Editor-in-Chief Raja-Elie Abdulnour MD (@BageLeMage) explains a recent meta-analysis that showed projected return to baseline weight within [--] years. Full context and comment by Sarah E. Post MD: https://t.co/yYqA9ppCcZ Weight Regain after Stopping Obesity Medications: @NEJMClinician Editor-in-Chief Raja-Elie Abdulnour MD (@BageLeMage) explains a recent meta-analysis that showed projected return to baseline weight within [--] years. Full context and comment by Sarah E. Post"
X Link 2026-02-10T12:14Z 21.2K followers, [----] engagements
"$nktr if the I&I field were more honest in their phase [--] designs maybe they'd not be wasting so much money on 'surprise' negative phase [--] data. Third commandment from bible of drug development: Thou shalt fail early and thou shalt fail swiftly"
X Link 2026-02-10T17:59Z 21.2K followers, 11.7K engagements
"Another #FDA rugpull. Crazy times. $mrna"
X Link 2026-02-11T04:47Z 21.2K followers, 10.3K engagements
"No-brainer for $mrna and other companies in a similar situation is to 'file over protest' because by PDUFA our friend Vinayak Prasad is likely to be OUT. $repl $qure"
X Link 2026-02-11T07:04Z 21.2K followers, [----] engagements
"$mdgl unsurprising #RNAi focus. [--] preclinical programs from China. $wve $arwr $ions $MDGL In-Licenses Six Preclinical siRNA Programs from Suzhou Ribo Life Science for $60M upfront. https://t.co/HHqntFFCLT $MDGL In-Licenses Six Preclinical siRNA Programs from Suzhou Ribo Life Science for $60M upfront. https://t.co/HHqntFFCLT"
X Link 2026-02-11T11:32Z 21.2K followers, [----] engagements
"Notice the (US) American flag on top of the Novo logo The brown-nosing of this Danish Co to the Trump admin is more than unappetizing but is clearly yielding results. Again biotech and Pharma CEOs companies like $nvo $crsp and $ibrx are showing you how it's done. Congrats to Mike and the #TIME100Health honorees Proud to celebrate leadership rooted in integrity innovation and trust. Mikes bold people-first approach is driving real lasting progress in healthcare. Read more: https://t.co/KlJuhGaqG1 https://t.co/X7dgFXWFFU Congrats to Mike and the #TIME100Health honorees Proud to celebrate"
X Link 2026-02-11T19:53Z 21.2K followers, [----] engagements
"In Germany former finance minister Scholz (who went on to become chancellor) pushed through legislation the night before Christmas followng which trading losses from options could essentially not be deducted from gains. E.g. you trade a lot and have a 5million in gainful trades vs [--] million in losing trades. Despite having lost net [--] million you owed the State 25% on the 5M (1.25M) in taxes. I almost bankrupted me. Needless to say the law had to be reversed. https://twitter.com/i/web/status/2022314858746712146 https://twitter.com/i/web/status/2022314858746712146"
X Link 2026-02-13T14:20Z 21.2K followers, [--] engagements
"$PEPG disrupts myotonic dystrophy type [--] (blog): $RNA $DYNE $VRTX $TRDA https://rnaitherapeutics.blogspot.com/2025/09/pepgen-disrupts-myotonic-dystrophy-type.html https://rnaitherapeutics.blogspot.com/2025/09/pepgen-disrupts-myotonic-dystrophy-type.html"
X Link 2025-09-25T08:24Z 21.2K followers, [----] engagements
"$dyne sometimes when you are at the conference u are last to see data release PR. Saw the DM1 data this morning and was impressed by continued improvements and CNS-related symptom benefits. $rna $pepg"
X Link 2025-10-08T09:06Z 21.2K followers, [----] engagements
"While I see $pepg leading in terms of likely muscle benefits in DM1 remains to be seen how non-muscle symptoms with this cationic peptide conjugate improve relative to the tfr1-targeted antibody conjugates of $rna and $dyne. Similar with $arwr $srpt DM1"
X Link 2025-10-08T09:08Z 21.2K followers, [----] engagements
"💪Yes DM1 is a huge untapped market making rapid progress. FSHD too. $RNA first-mover but watch $dyn and $pepg (best splice modulation and new MOA but earlier). $srpt to report DM1 data soon too. My positions according to size: $pepg -- $rna -- $dyn $XBI $NVS $RNA BREAKING: per Bloomberg $NVS said to be nearing $70/share acquisition of Avidity Biosciences $RNA. @MichelleF_Davis https://t.co/ZF4dVgxXoU $XBI $NVS $RNA BREAKING: per Bloomberg $NVS said to be nearing $70/share acquisition of Avidity Biosciences $RNA. @MichelleF_Davis https://t.co/ZF4dVgxXoU"
X Link 2025-10-26T15:52Z 21.2K followers, [----] engagements
"$dyne suffers from execution problems. Trial enrolment completion for registrational DM1 study pushed out by [--] quarters: $RNA $PEPG https://finance.yahoo.com/news/dyne-therapeutics-reports-third-quarter-211000216.html https://finance.yahoo.com/news/dyne-therapeutics-reports-third-quarter-211000216.html"
X Link 2025-11-06T21:06Z 21.2K followers, [----] engagements
"$pepg 5mg/kg multidose myotonic dystrophy data at start of the year $dyn $rna"
X Link 2025-12-23T18:28Z 21.2K followers, [----] engagements
"Too bad #CRISPR also with the $verv acquisition was leading the biotech revival. Now $ntla seems to have killed all the momentum. Fortunately sector is better capitalized again and can reclaim investor favor through data and business development"
X Link 2025-12-30T21:12Z 21.2K followers, [----] engagements
"$pepg continues strength into [----]. +17%. Multi-dose data imminent $dyn $rna"
X Link 2026-01-02T15:18Z 21.2K followers, [----] engagements
"$pepg makets expecting multi-dose data any day now. For 5mg/kg I am focused on safety. There wont be a big jump in the splicing measure. With longer drug exposure could/should also see splicing correction translate into hand grip test benefits. If safety is good I'm not concerned about the drug's efficacy. This will take care of itself. https://twitter.com/i/web/status/2011580392952742064 https://twitter.com/i/web/status/2011580392952742064"
X Link 2026-01-14T23:25Z 21.2K followers, [----] engagements
"$dyne at #jpm26 made the case for TfR1 antibody-fragment conjugation as a general platform for systemic oligo delivery to the #CNS. Seems like they have now done experiments in support. Though they had shown apparent CNS-derived benefits in the DM1 program I had never been quite sure why they a trailblazer of clinical TfR1-delivery have not made a bigger deal out of it. $arwr $ions https://twitter.com/i/web/status/2011750465940131964 https://twitter.com/i/web/status/2011750465940131964"
X Link 2026-01-15T10:41Z 21.2K followers, [----] engagements
"With all the ultrarare disease assets some of which commercial-ready being discarded today there is an opportunity here to be anti-cyclical. I am also eyeing similar opportunities in European pharmas picking up ex-US rights for peanuts (e.g. $stok) given concerns about MFN which yet has to take fully shape. Today were launching Mendra a rare disease therapeutics company enabled by AI. Were announcing an oversubscribed $82M Series A co-led by @OrbiMed @8vc and @5amVentures with participation from @Lux_Capital and @Wing_VC. Full announcement 👇 https://t.co/rjxxWMa3Nu Today were launching"
X Link 2026-01-26T11:54Z 21.2K followers, [----] engagements
"$guts somewhat disappointing that weight rebound following Glp1 discontinuation not greatly inhibited by the duodenal shaving procedure REVITA. Note: they also have a Glp1 gene therapy in pipeline. https://finance.yahoo.com/news/fractyl-health-announces-compelling-6-120000207.html https://finance.yahoo.com/news/fractyl-health-announces-compelling-6-120000207.html"
X Link 2026-01-29T13:30Z 21.2K followers, [----] engagements
"$mrna licenses global commercialization rights for propionic acidemia mRNA to Recordati. $REC.MI and $SOBI.ST imo are [--] of the most interesting European pharmas licensing US and rare disease assets on the cheap. Bayer also got some nice ex-US deals for more common disease meds. https://finance.yahoo.com/news/recordati-announces-strategic-collaboration-moderna-222000842.html https://finance.yahoo.com/news/recordati-announces-strategic-collaboration-moderna-222000842.html"
X Link 2026-01-30T06:57Z 21.2K followers, [----] engagements
"Article on genome editing AccurEdit (Cas9 nuclease) fast following $ntla and $verv in TTR and PCSK9. They achieve similar milestones using 25% of resources required by US peers."
X Link 2026-02-03T21:54Z 21.2K followers, [----] engagements
"For $hims to be selling an untested Glp1 pill at this stage and such a low price is wild. What confidence can a user have that it is even effective Online reviews And since oral Glp1 peptides use high doses how can $hims compete on price with mass manufacturer $nvo without cutting corners https://twitter.com/i/web/status/2019459481118093779 https://twitter.com/i/web/status/2019459481118093779"
X Link 2026-02-05T17:13Z 21.2K followers, [----] engagements
"$qure AAV Fabry gene therapy does not sound as promising as $sgmo's with variability in transgene expression and dose-limiting liver enzymes. Preliminary take pending full presentation today. https://finance.yahoo.com/news/uniqure-announces-updated-preliminary-amt-120500052.html https://finance.yahoo.com/news/uniqure-announces-updated-preliminary-amt-120500052.html"
X Link 2026-02-06T12:51Z 21.2K followers, 11.4K engagements
"$nvo I bet swift FDA/DOJ action on $hims also due to new CEO cozying up to Trump admin. This is why you want your biotech CEO to attend MAHA events etc"
X Link 2026-02-08T12:35Z 21.2K followers, [----] engagements
"$hims patent infringement or snakeoil I believe there is confusion about what this case is all about. For me. 1) the '#oral Wegovy' is not so much of a knock-off but because of the formulation an entirely new UNPROVEN drug (molecular entity) that did not go through clinical trials and regulatory review; snakeoil 2) subQ Glp1s are about patent infringement (tbd) and secondarily skirting bioequivalence studies expected from generics https://twitter.com/i/web/status/2021144464123727949 https://twitter.com/i/web/status/2021144464123727949"
X Link 2026-02-10T08:49Z 21.2K followers, [----] engagements
"$mrna if you were investing in vaccine development based on US policy and global growth trends you'd probably want to prioritize China (breakdown of annual flu vaccine sales below)"
X Link 2026-02-11T07:24Z 21.2K followers, [----] engagements
"$beam now my biggest position neck-and-neck with $abvx. Basically unchanged since FDA AATD guidance and well cashed up. Sickle cell product should also fare considerably better than $vrtx $crsp's"
X Link 2026-02-11T21:50Z 21.2K followers, [----] engagements
"$mrna Please keep up the pressure on the #FDA. No false compromise e.g. approval in smaller patient population but removal of Prasad has to be the end goal here"
X Link 2026-02-12T06:52Z 21.2K followers, [----] engagements
"@plainyogurt21 Recent $vrtx $beam conference calls e.g"
X Link 2026-02-12T07:26Z 21.2K followers, [---] engagements
"@plainyogurt21 You may be right which is also why sickle cell is pure upside for me at this point. An acquirer though may value the commercial footprint $beam will get in preparation for non-chemo future follow-on products"
X Link 2026-02-12T07:44Z 21.2K followers, [---] engagements
"$abvx just a coincidence that $sny CEO gets fired as $lly jet lands in Paris"
X Link 2026-02-12T13:26Z 21.2K followers, 17.1K engagements
"$alny says they believe alk-7 is more promising target over inhibinE pointing to preclinical and $arwr data. We shall see. $wve"
X Link 2026-02-12T14:15Z 21.2K followers, [----] engagements
"$pepg up 50% in [--] trading days. Data ANY day now"
X Link 2026-02-12T15:18Z 21.2K followers, [----] engagements
"$alny there will be numerous Harvard Biz School case studies of why a former innovator failed to complement its loss-of-function platform with adjacent gain-of-function one. spending just 1/50 of its market cap to buy a leading stake in #RNAediting as $wve is surpassing them in RNAi chemistry and sets (preclinical) standard in durable #RNAediting. bwdiy. $prqr $krro https://twitter.com/i/web/status/2021969318733287725 https://twitter.com/i/web/status/2021969318733287725"
X Link 2026-02-12T15:27Z 21.2K followers, [----] engagements
"$qure meeting minutes probably next week. Market clearly getting nervous after $mrna control group issues"
X Link 2026-02-12T18:18Z 21.2K followers, [----] engagements
"@AppleHelix My theory is that $sny wanted $abvx but after $lly flew in last night and sealed the deal Hudson got the blame for losing out. $lly said $240 in cash no CVR shenanigans $sny could not counter"
X Link 2026-02-12T18:34Z 21.2K followers, [----] engagements
"I btw still expect a positive outcome from that meeting. After all similar to $srpt $qure is a case where even Prasad will have to bow to public pressure. $mrna has little readthrough since in the end anti-mRNA ideology is the only thing holding together the RFK-Makary-Prasad brotherhood. https://twitter.com/i/web/status/2022020241304293736 https://twitter.com/i/web/status/2022020241304293736"
X Link 2026-02-12T18:49Z 21.2K followers, [----] engagements
"@taeyoon43334145 @AppleHelix Agreed. With the new CEO already chosen a sudden firing following $lly landing is unlikely. One could even make the case that $sny is now even more likely to pursue $abvx since new CEOs like bold action when they come in.see $nvo"
X Link 2026-02-12T18:54Z 21.2K followers, [---] engagements
"@bronxb_13 I was bearish on the mechanism before data came out. $capr"
X Link 2026-02-12T20:06Z 21.2K followers, [---] engagements
"$beam $arwr the desire to rule out future liver issues could be a motivation to adopt genome editing along with the apparent lung benefit (but deep Z--M conversion needed); for #RNAi knockdown treatment only makes sense if liver disease has become apparent or somebody is at very high risk. $prme https://twitter.com/i/web/status/2022046440126615665 https://twitter.com/i/web/status/2022046440126615665"
X Link 2026-02-12T20:33Z 21.2K followers, [----] engagements
"$pepg has a history of releasing data after-hours"
X Link 2026-02-12T20:39Z 21.2K followers, [----] engagements
"Casgevy sales picking up speed $54M in Q4. $crsp $vrtx $beam Today we announced our fourth quarter and full year earnings results. Read more about our recent highlights and outlook: https://t.co/MBf204aTfF https://t.co/eedbKvW42n Today we announced our fourth quarter and full year earnings results. Read more about our recent highlights and outlook: https://t.co/MBf204aTfF https://t.co/eedbKvW42n"
X Link 2026-02-12T21:44Z 21.2K followers, [----] engagements
"@gmt9992 Lack of inheritance tax also attractive and would consider it. But how easy is it to live there and buy property as a foreigner now"
X Link 2026-02-13T11:38Z 21.2K followers, [---] engagements
"When will Makary realize that his buddy Prasad is actively undermining him and making him look bad Makary issues $iron a CNPV also based on plausible mechanism then Prasad says mechanism is not plausible"
X Link 2026-02-13T23:03Z 21.2K followers, [----] engagements
"Dr Oz RFK now tainted by Epstein; Prasad being allegedly a sexual harasser at work all while Makary has no clue what's going on around him. Was being in the Epstein files a prerequisite to being in Trump's cabinet https://t.co/aQFNGuoiuD Was being in the Epstein files a prerequisite to being in Trump's cabinet https://t.co/aQFNGuoiuD"
X Link 2026-02-13T23:15Z 21.2K followers, [----] engagements
"$beam $qure $mltx what to make of any positive regulatory 'alignments' when leftist saboteur Prasad can interject himself last minute $qure alignment e.g. last year occurred under new admin so this does not only impact developments started under old FDA"
X Link 2026-02-14T09:38Z 21.2K followers, [----] engagements
"This article on Sanofi CEO change quotes a Jefferies analyst who agrees with my view that there is little rhyme or reason in I&I drug development. In fact I'm wondering whether because of it the healthcare system is wasting much money here on expensive specialty drugs that in the end don't really add much. $mltx $nktr $abvx etc https://endpoints.news/sanofis-new-ceo-belen-garijo-gets-frosty-reception-as-challenges-await/ https://endpoints.news/sanofis-new-ceo-belen-garijo-gets-frosty-reception-as-challenges-await/"
X Link 2026-02-14T13:25Z 21.2K followers, [----] engagements
"China #coronavirus scare: has anybody assembled a list of US/European-listed biotech stocks that may 'benefit' from this Well-trodden playbook opportunity here. $XBI $IBB #Ebola #flu"
X Link 2020-01-20T10:43Z 21.2K followers, [--] engagements
"$afmd what is Genentech thinking of the afm13-cbNK combo update and how it might translate to EGFR. They might get greedy here"
X Link 2021-04-20T18:39Z 21.1K followers, [--] engagements
"My problem with licensing #dux4 is that realistically what do you get in this market for a pre-clinical asset. #fshd on other hand is large market target risk is low #muscle knockdown quite robust. In ideal world I'd develop asset myself. $arwr"
X Link 2023-06-30T20:40Z 21.1K followers, [----] engagements
"$PSTX existing partner Roche decides to take advantage of share price weakness. Cancer cell therapy with genome editing platform to support. https://finance.yahoo.com/news/poseida-therapeutics-inc-announces-agreement-061000051.html https://twitter.com/i/web/status/1861333993766985811 https://finance.yahoo.com/news/poseida-therapeutics-inc-announces-agreement-061000051.html https://finance.yahoo.com/news/poseida-therapeutics-inc-announces-agreement-061000051.html https://twitter.com/i/web/status/1861333993766985811"
X Link 2024-11-26T08:59Z 21.2K followers, [----] engagements
"$AMGN CEO said last week that Lpa-#RNAi from $ARWR (olpasiran) is his favorite compound. Add to this new CSO a hard-core RNA scientist from Stanford you can see where this movie is going"
X Link 2024-12-07T22:57Z 21.1K followers, 16.6K engagements
"$DYN FDA is right to ask for functional (vHOT) endpoint instead of abstract splicing index for AA in DM1. It's good for everybody really. $PEPG $RNA https://finance.yahoo.com/news/dyne-therapeutics-announces-fda-breakthrough-110000454.html https://finance.yahoo.com/news/dyne-therapeutics-announces-fda-breakthrough-110000454.html"
X Link 2025-06-17T12:16Z 21.2K followers, [----] engagements
"$sana inevitable funding. Only small size given their market cap. Not sufficient interest (my feeling) or as bridge to partnership https://finance.yahoo.com/news/sana-biotechnology-announces-pricing-public-032400219.html https://finance.yahoo.com/news/sana-biotechnology-announces-pricing-public-032400219.html"
X Link 2025-08-07T14:50Z 21.2K followers, [----] engagements
"$RNA Novartis strikes again After walking away from $cytk deal early '24 they may have done so again with Avidity. $trml yesterday may have been the tell. In any case before DM1 and FSHD pivotals reading out this was an impossible deal to close now"
X Link 2025-09-10T21:11Z 21.1K followers, [----] engagements
"$rna and yes Novartis tripling down on #RNAi"
X Link 2025-10-26T16:39Z 21.1K followers, [----] engagements
"$CRISPR not going anywhere. CBER Chief Prasad talking real $$$ here predicts INVESTMENTS to flow the moment upcoming paper is published. These learnings will add up quickly. Adding to exposure. $PRME $NTLA $MGX $EDIT"
X Link 2025-10-31T15:19Z 21.1K followers, 10.1K engagements
"$ntla one can argue that this event happening in a clinical trial setting instead of in the commercial wild following approval is one of the better outcomes"
X Link 2025-11-03T11:17Z 21.1K followers, [----] engagements
"#PCSK9-lowering moving into primary prevention a major boost for life-long CRISPR-based strategies. $verv Repatha (evolocumab) a PCSK9 blocker that lowers LDL cholesterol reduced major adverse cardiovascular events in a large trial of participants with diabetes or atherosclerosis (no prior heart attack or stroke) @NEJM #AHA25 https://t.co/Pq6VvxQwnH https://t.co/pqaxwiqVLo Repatha (evolocumab) a PCSK9 blocker that lowers LDL cholesterol reduced major adverse cardiovascular events in a large trial of participants with diabetes or atherosclerosis (no prior heart attack or stroke) @NEJM #AHA25"
X Link 2025-11-08T18:50Z 21.1K followers, [----] engagements
"$inbx Shorts getting squeezed because they simply CANNOT AEPT that a change in patient screening stopped fatal liver tox cases. $ntla next $INBX causes "confusion" with ozekibart update but all liver tox deaths occurred before new screening protocols. Via @ApexOnco - https://t.co/UeWZICxbwI $INBX causes "confusion" with ozekibart update but all liver tox deaths occurred before new screening protocols. Via @ApexOnco - https://t.co/UeWZICxbwI"
X Link 2025-11-08T19:02Z 21.1K followers, [----] engagements
"I expect a big #RNAi/oligo deal from $lly. Looking at their pipeline and new SanegeneBio deal they are being increasingly left behind the likes of $nvo and $nvs. Tirzepatide and orfoglipron may hide this for a while but at some point this deficiency will shine through"
X Link 2025-11-09T12:04Z 21.1K followers, [----] engagements
"AGT gene editing or annual RNAi $mgx $ions $alny BETTER-BP trial: A lottery-based incentive program doubled antihypertensive medication adherence yet did not translate to significant blood pressure reduction at [--] months. #AHA25 View the slides here: https://t.co/Jk3TZcLgYm https://t.co/MQgzDpO9lG BETTER-BP trial: A lottery-based incentive program doubled antihypertensive medication adherence yet did not translate to significant blood pressure reduction at [--] months. #AHA25 View the slides here: https://t.co/Jk3TZcLgYm https://t.co/MQgzDpO9lG"
X Link 2025-11-10T02:12Z 21.1K followers, [----] engagements
"Maybe 90% LDLc lowering by $EDIT LDL-R upregulation isn't overkill after all. To quote $VERV CEO: as low as possible for as long as possible. Very Low LDL After Stroke: Safe and Effective New FOURIER OLE analysis showed: [--] Patients with LDL-C [--] mg/dL had lower risks of major events (IRR 0.69) all stroke (0.73) and ischemic stroke (0.75) vs [--] mg/dL. [--] Hemorrhagic strokes were rare and not linked to LDL-C https://t.co/B1QE73DoQM Very Low LDL After Stroke: Safe and Effective New FOURIER OLE analysis showed: [--] Patients with LDL-C [--] mg/dL had lower risks of major events (IRR 0.69) all stroke"
X Link 2025-11-10T08:33Z 21.1K followers, [----] engagements
"Having read $IONS sHTG olezarsen paper truly believe $arwr is coming out as winner in ApoC3 competition. While showing tremendous pancreatitis benefit olezarsen INCREASED LDLc by over 50% (from low 60mg/dL levels); not seen in $ARWR studies. This alone could be show-stopper to wide adoption; then there is liver fat increases (vuponersen hello) 50% have ALT/AST ULN increase in glycated hemoglobin (this is similar to $ARWR)"
X Link 2025-11-12T07:36Z 21.1K followers, [----] engagements
"$MGX (50% below cash).aaaand the new $ions collaboration target is. Yes you guessed it right: ApoC3 So $ions strategy is to follow up its ASO/RNAi programs (TTR AGT ApoC3) with genome editing As a next-gen or as a complement I believe a complement. So patients prefer dosing over lifetime some want to get it over with getting dosed once. https://finance.yahoo.com/news/metagenomi-present-preclinical-data-supporting-120000890.html https://finance.yahoo.com/news/metagenomi-present-preclinical-data-supporting-120000890.html"
X Link 2025-12-01T13:37Z 21.1K followers, [----] engagements
"$guts after going off Glp-1 receiving hydrothermal duodenal resurfacing is allowing patients keep weight down for at least [--] months. REVEAL-1 open-label results: https://finance.yahoo.com/news/fractyl-health-reports-positive-6-120000448.html https://finance.yahoo.com/news/fractyl-health-reports-positive-6-120000448.html"
X Link 2025-12-02T15:10Z 21.1K followers, [----] engagements
"$KMDA inhaled AAT for AATD bombs. Fails lung function improvement endpoint. PK of this one must be atrocious. $beam $wve $krro"
X Link 2025-12-08T12:13Z 21.1K followers, [----] engagements
"$dyn (6 months nominal improvement) vs $capr (12 months nominal decline) on pul2.0"
X Link 2025-12-08T12:19Z 21.1K followers, [----] engagements
"$abvx turning on the production of an immune-modulating #miRNA exclusively in immune cells could be the KILLER APP the modality has always dreamed of. Definitely deserves large investments into mechanism with more related drugs as a result. $ptct $stok"
X Link 2025-12-15T06:51Z 21.1K followers, [----] engagements
"Oral #PCSK9 drug from Merck to be included in CNPV program: $alny $verv https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-taps-merck-drugs-with-blockbuster-sales-potential-national-priority-2025-12-17/ https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-taps-merck-drugs-with-blockbuster-sales-potential-national-priority-2025-12-17/"
X Link 2025-12-18T07:30Z 21.1K followers, [----] engagements
"$prqr has less than a week to keep their promise of clinical data in [----]. Today is another holiday in the Netherlands so probably next Monday announcement"
X Link 2025-12-26T10:38Z 21.1K followers, [----] engagements
"@A_May_MD @Cattletech Selling/counselling to sell $mltx at $7 for example 😜"
X Link 2026-01-11T16:59Z 21.1K followers, [---] engagements
"@A_May_MD @Cattletech Do the words 'unspinnable' and 'disaster' ring a bell And how to interpret: ' "Dirk give this one up. It is 10000% over. $MLTX"'"
X Link 2026-01-11T17:25Z 21.1K followers, [---] engagements
"@A_May_MD @Cattletech I see your remark '10000% over' was dependent on having owned $mltx at $60. Got it"
X Link 2026-01-11T17:35Z 21.1K followers, [---] engagements
"Yes very different patient populations: one is young and otherwise healthy the other chronically frail. One lesson I have learned from $ntla-2001 and $mltx is that rushing trial enrolment can backfire and make perfectly good drugs look bad. So remember this one when one of your biotech holdings proudly proclaims earlier-than-expected enrolment. https://twitter.com/i/web/status/2010419061541253171 https://twitter.com/i/web/status/2010419061541253171"
X Link 2026-01-11T18:30Z 21.1K followers, [---] engagements
"Interest rates about to plummet. Monetary easing will be tremendous. If biotech had been held back by restrictive policy tomorrow will be interesting. Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"
X Link 2026-01-12T02:00Z 21.1K followers, [----] engagements
"1. $abvx [--]. $dyn = $wve $wve (tied for 2nd largest portfolio position with $dyn): the main risk IMO is that $arwr's alk7 soundly beats $wve's inhibinE profile. Here's my view: the $arwr alk7 reduction in adipocytes is jaw-dropping and deserves to be designated a public holiday in the RNAi calendar (as $wve (tied for 2nd largest portfolio position with $dyn): the main risk IMO is that $arwr's alk7 soundly beats $wve's inhibinE profile. Here's my view: the $arwr alk7 reduction in adipocytes is jaw-dropping and deserves to be designated a public holiday in the RNAi calendar (as"
X Link 2026-01-14T12:03Z 21.2K followers, [----] engagements
"@Bionavgator Anything above 20% would be a win considering 12.3% for single dose. If 50% which is not out of question then this is a commercial dose and home-run. Any good safety above 5mg/kg multi-dose would be gravy. $pepg"
X Link 2026-01-15T10:59Z 21.1K followers, [---] engagements
"$abvx Trump's Greenland and 10% tariff threats off the table.for now. Thus also the trade bazooka. US Big Pharma may resume their bidding. Quickly"
X Link 2026-01-22T13:12Z 21.1K followers, [----] engagements
"$RNA myotonic dystrophy p3 results had been expected in Q2 now likely in Sep/Oct. Wouldn't surprise me if $DYN will have very similar endpoints. $RNA Avidity adjusts endpoints of del-desiran P3 trial in myotonic dystrophy T1 patients. Now measured at [--] weeks (was [--] weeks). Adds [--] minute walk test as secondary outcome measure https://t.co/JJTEP0v2s3 $RNA Avidity adjusts endpoints of del-desiran P3 trial in myotonic dystrophy T1 patients. Now measured at [--] weeks (was [--] weeks). Adds [--] minute walk test as secondary outcome measure https://t.co/JJTEP0v2s3"
X Link 2026-01-22T21:24Z 21.2K followers, [----] engagements
"#CRISPR from hot (biotech bellwether following Liberation Day rebound). .to then cold (late Oct-year end) due to $NTLA safety scare. .to now hot again subsector. The latest driven by FDA showing continued tangible support in form of $BEAM AA pathway which also bodes well for $NTLA resuming ATTR studies. $PRME $EDIT $MGX @aperturebio $NTLA has been hot in the sector as it rebounds for a safety event that turned out to not be from the drug. $BEAM also had great news and FDA seems ready to propel these to the moon. @aperturebio $NTLA has been hot in the sector as it rebounds for a safety event"
X Link 2026-01-23T10:00Z 21.1K followers, [----] engagements
"$guts making the news. A one-shot gene therapy to make a lifetime's worth of GLP-1 (like Ozempic) @FractylHealth. But it requires direct injection to the pancreas and there are lots of unknowns. A clinical trial is starting soon. Front page @washingtonpost today gift link https://t.co/jcG5GrzPSL https://t.co/31I7LCsZPi A one-shot gene therapy to make a lifetime's worth of GLP-1 (like Ozempic) @FractylHealth. But it requires direct injection to the pancreas and there are lots of unknowns. A clinical trial is starting soon. Front page @washingtonpost today gift link https://t.co/jcG5GrzPSL"
X Link 2026-01-25T22:31Z 21.1K followers, [----] engagements
"$rvmd kudos to @BiotechCH for calling it on Friday saying size of acquisition likely too high here"
X Link 2026-01-25T22:41Z 21.1K followers, [----] engagements
"@EgorBezel I need to see clinical results first. Considering the scale and diversity of obesity such trials can be done ethically. Who knows the weight loss and diabetic benefit can be had without the tolerability issues. $guts"
X Link 2026-01-26T07:46Z 21.1K followers, [---] engagements
"$abvx key podcast excerpt with #Sofinnova of why an acquirer will have to agree to pursue obe commercialization in Europe starting at 35:45min. https://podcasts.apple.com/us/podcast/sofinnova-partners-stays-optimistic-on-biotechs-future/id1677173217i=1000746205149 https://podcasts.apple.com/us/podcast/sofinnova-partners-stays-optimistic-on-biotechs-future/id1677173217i=1000746205149"
X Link 2026-01-26T12:02Z 21.1K followers, [----] engagements
"$srpt Caught my eye: 9-year-olds have seen IMPROVEMENT in NSAA [--] years after receiving Elevidys. Not the normal natural history for sure. Today we announced positive topline three-year EMBARK results showing that our approved gene therapy significantly slows disease progression on key functional measures in ambulatory Duchenne patients. Read the release at https://t.co/Fj9GrqIHK8. https://t.co/StJJnM0MOC Today we announced positive topline three-year EMBARK results showing that our approved gene therapy significantly slows disease progression on key functional measures in ambulatory Duchenne"
X Link 2026-01-26T14:11Z 21.1K followers, [----] engagements
"@ramaiyar You got me excited for a moment but you are probably referring to (intracellular) tau knockdown in the clinic by $ioms $biib not ApoE RNAediting preclinical POC"
X Link 2026-01-26T18:08Z 21.1K followers, [---] engagements
"$ntla clinical halt for PN phase [--] trial lifted (thank god) while FDA discussions on path forward for CM indication ongoing. I expect main issue there is which frail elderly patients to exclude there. Matter of time. Shorts devastated. $CRISPR stock to fly"
X Link 2026-01-27T13:16Z 21.1K followers, [----] engagements
"$ntla there is also a positive aspect to the widespread skepticism around the commercial potential potential of an ATTR genome editor: they'll have that market for themselves for quite some time.unlike in AATD where there'll be [--] option. $beam $prme etc"
X Link 2026-01-27T18:28Z 21.1K followers, [----] engagements
"$beam took advantage of today's somewhat expected $ntla clinical-hold-lift-related CRISPR sell-the-news and bought a junky position here. They'll fly through approval.and even if they sold just [----] AATD a year that would be $2B in high-margin sales (VERY conservative)"
X Link 2026-01-27T18:43Z 21.1K followers, [----] engagements
"$rgnx that's a new one for me: a CNS neoplasm where 'an AAV vector genome integration event associated with overexpression of a proto-oncogene (PLAG1)'. But then again such neoplasms are not expected also in this study population. Probably the right decision to pause and to undertake clonal analysis to see whether vector integration timing and tumorigenesis coincided. https://finance.yahoo.com/news/regenxbio-announces-regulatory-ultra-rare-123000133.html https://finance.yahoo.com/news/regenxbio-announces-regulatory-ultra-rare-123000133.html"
X Link 2026-01-28T15:07Z 21.1K followers, [----] engagements
"Don't trust this idiot. He would sell his mother to induce you to buy $sgmo. Seriously. This August [----] document strongly indicates that nChromaBio is using CRISPR tech ('gRNA')"
X Link 2026-01-29T08:52Z 21.1K followers, 12.9K engagements
"@EgorBezel For the right patient population it could be a solution. And due to local nature of gene therapy injection a partial pancreatic resection may be feasible in worst case of persistent AEs. $guts"
X Link 2026-01-29T14:07Z 21.1K followers, [---] engagements
"$sgmo big volume big increase. Last minute rescue even acquisition () or a giant rugpull ahead $165M pre-diluted market cap. Warrant wall at $0.75. Zero cash"
X Link 2026-01-29T18:47Z 21.1K followers, 13.2K engagements
"$wve $arwr just dawned on me: in order for type II diabetics to readily lose weight (=fat) you need to overcome their tendency (high insulin trying to shove sugars into already overloaded hepatocytes) to store and keep fat in the first place.#obesity By triggering fat burning directly #inhibinE knockdown bypasses sugar and explains why it is particularly effective in type II.ultimately restoring insulin-sensitivity too. https://twitter.com/i/web/status/2017166291707040089 https://twitter.com/i/web/status/2017166291707040089"
X Link 2026-01-30T09:21Z 21.1K followers, [----] engagements
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