# ![@crashkolnikov Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1879800680577163264.png) @crashkolnikov Notes From TBC

Regeneron ($regn) has been making significant progress with its pipeline, including the successful phase III trial of garetosmab and the potential for a long-acting version of its Dupixent replacement. The company's CEO has been engaging in discussions with investors, providing insights into its strategy and pipeline. Additionally, Regeneron's partnership with Mammoth Biosciences to develop next-gen CRISPR therapies has been highlighted as a promising development.

### Engagements: [--] [#](/creator/twitter::1879800680577163264/interactions)
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- [--] Week [---] -83%
- [--] Month [------] +126%
- [--] Months [-------] -85%
- [--] Year [-------] +37,969%

### Mentions: [--] [#](/creator/twitter::1879800680577163264/posts_active)
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- [--] Week [--] -34%
- [--] Month [--] +70%
- [--] Months [---] -13%
- [--] Year [---] +10,667%

### Followers: [---] [#](/creator/twitter::1879800680577163264/followers)
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- [--] Week [---] +0.11%
- [--] Month [---] no change
- [--] Months [---] +33%
- [--] Year [---] +12,871%

### CreatorRank: undefined [#](/creator/twitter::1879800680577163264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879800680577163264/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74.55% [finance](/list/finance)  8.18% [automotive brands](/list/automotive-brands)  5.45% [travel destinations](/list/travel-destinations)  1.82% [exchanges](/list/exchanges)  0.91% [formula 1](/list/formula-1)  0.91% [technology brands](/list/technology-brands)  0.91% [luxury brands](/list/luxury-brands)  0.91% [countries](/list/countries)  0.91%

**Social topic influence**
[$regn](/topic/$regn) 47.27%, [$brkr](/topic/$brkr) #1, [in the](/topic/in-the) 7.27%, [business](/topic/business) 6.36%, [up to](/topic/up-to) 5.45%, [bmw](/topic/bmw) 4.55%, [$ptc](/topic/$ptc) 3.64%, [$bmw](/topic/$bmw) 3.64%, [the new](/topic/the-new) 3.64%, [ceo](/topic/ceo) 2.73%

**Top accounts mentioned or mentioned by**
[@longequity](/creator/undefined) [@logicalthesis](/creator/undefined) [@tofdaj](/creator/undefined) [@regeneron](/creator/undefined) [@bucketshopcap](/creator/undefined) [@jamesekrause](/creator/undefined) [@2nite2nite2](/creator/undefined) [@sfsam](/creator/undefined) [@fmcbill](/creator/undefined) [@compound248](/creator/undefined) [@larryjamieson](/creator/undefined) [@danielgladis](/creator/undefined)

**Top assets mentioned**
[Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Bruker, Corp. (BRKR)](/topic/$brkr) [PTC Inc (PTC)](/topic/$ptc) [Synthetify (SNY)](/topic/$sny) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [Eli Lilly and Company (LLY)](/topic/$lly) [Oracle Corporation (ORCL)](/topic/$orcl) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Spotify Technology (SPOT)](/topic/$spot) [Novo-Nordisk (NVO)](/topic/$nvo) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Ferrari N.V. (RACE)](/topic/$race) [Johnson & Johnson (JNJ)](/topic/$jnj) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [Amgen, Inc. (AMGN)](/topic/$amgn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I decided to take a look at Merck KGaA / German Merck / $MRK.DE along with all its various quirks and features https://notesfromthebeautycontest.substack.com/p/merck-kgaa-a-deep-dive https://notesfromthebeautycontest.substack.com/p/merck-kgaa-a-deep-dive"  
[X Link](https://x.com/crashkolnikov/status/2000582658473038057)  2025-12-15T15:04Z [---] followers, 16.6K engagements


"New two-parter on $PTC. In Part [--] we'll take a look at PTC's strategy and its various growth levers as well as context around how PTC arrived at its current position. In Part [--] we'll go deeper into products. https://notesfromthebeautycontest.substack.com/p/ptc-inc-a-deep-dive-part-1 https://notesfromthebeautycontest.substack.com/p/ptc-inc-a-deep-dive-part-1"  
[X Link](https://x.com/crashkolnikov/status/1971585829979165071)  2025-09-26T14:41Z [---] followers, [----] engagements


"CIMdata sounding pretty bullish on $PTC after attending their big sales event this week https://www.cimdata.com/en/resources/complimentary-reports-research/commentaries/item/28685-ptc-spark-fy26-energy-confidence-commentary https://www.cimdata.com/en/resources/complimentary-reports-research/commentaries/item/28685-ptc-spark-fy26-energy-confidence-commentary"  
[X Link](https://x.com/crashkolnikov/status/1982455787277484045)  2025-10-26T14:34Z [---] followers, [---] engagements


"New $BRKR post https://notesfromthebeautycontest.substack.com/p/bruker-refections-following-q3-2025 https://notesfromthebeautycontest.substack.com/p/bruker-refections-following-q3-2025"  
[X Link](https://x.com/crashkolnikov/status/1985766072545370156)  2025-11-04T17:48Z [---] followers, [----] engagements


"SolidWorks disrupted mechanical CAD in the early 00s - Windows native user-friendly low cost. The founders sold the business to Dassault Systmes $DSY. $PTC was complacent and spent 15yrs paying for it. SolidWorks today is the Worlds MCAD workhorse with ARR$1bn"  
[X Link](https://x.com/crashkolnikov/status/1987178190822121840)  2025-11-08T15:19Z [---] followers, [----] engagements


"Some intriguing goings on at $BRKR in the last few days: [--]. Acquired the Wave rapid antimicrobial susceptibility test instrument formerly of defunct $AXDX [--]. Appointed AXDX's CEO to the board Gemini has some intelligent sounding words about the rationale:"  
[X Link](https://x.com/crashkolnikov/status/1998070690340307382)  2025-12-08T16:42Z [---] followers, [---] engagements


"$BRKR CFO giving some encouraging indications re timsOmni and timsMetabo launches at London Nasdaq conference today: "It's unusual to see that kind of order activity in an early product launch" "I expect these two products in particular will have a significant contribution to the mass spec portfolio in [--] and beyond" "These products really play in different lanes to $TMO and we expect to see a significant contribution from those" It's clear BRKR believes these two could expand the existing timsTOF portfolio (currently $200m and growing fast) very significantly - check out my previous posts"  
[X Link](https://x.com/crashkolnikov/status/1998709849627017252)  2025-12-10T11:02Z [---] followers, [---] engagements


"$40m in contracts for $BRKR 's Research Instruments (RI) business to supply technologies in high energy physics - "major deliveries expected in late 2026" https://ir.bruker.com/press-releases/press-release-details/2025/RI-Research-Instruments-Announces-Major-Orders-for-Enabling-Technology-for-the-Gamma-Ray-Source-of-the-Extreme-Light-Infrastructure-ELI/default.aspx https://ir.bruker.com/press-releases/press-release-details/2025/RI-Research-Instruments-Announces-Major-Orders-for-Enabling-Technology-for-the-Gamma-Ray-Source-of-the-Extreme-Light-Infrastructure-ELI/default.aspx"  
[X Link](https://x.com/crashkolnikov/status/2003131702907207953)  2025-12-22T15:53Z [---] followers, [---] engagements


"Arguably RI is among $BRKR 's more intriguing yet less discussed businesses - suppling critical components and systems that vanishingly few are able to produce. I discussed some of RI's prospects in X-Ray lithography for example here: https://x.com/crashkolnikov/status/1985766072545370156 New $BRKR post https://t.co/Wkwv2P6M1G https://t.co/rAmKQVpBJg https://x.com/crashkolnikov/status/1985766072545370156 New $BRKR post https://t.co/Wkwv2P6M1G https://t.co/rAmKQVpBJg"  
[X Link](https://x.com/crashkolnikov/status/2003132963752698294)  2025-12-22T15:58Z [---] followers, [---] engagements


"The first NFTBC year-end review went out yesterday at the other place. The free section includes theses on $REGN $WPP $BRKR $BMW.DE $PTC and $MRK.DE https://notesfromthebeautycontest.substack.com/p/year-end-review-2025 https://notesfromthebeautycontest.substack.com/p/year-end-review-2025"  
[X Link](https://x.com/crashkolnikov/status/2009668139114750259)  2026-01-09T16:46Z [---] followers, [---] engagements


"$BRKR have a serious margin expansion opportunity ahead if they can execute. Guiding +250-300bps in [--]. Then suggesting at JPM today another 150-200bps annually in 27-30. Say 900-1000bps in 5yrs. Can they do it I think so. Much of it comes down to simply resuming their previous course up to [----] when they diluted earnings through strategic buying of unprofitable businesses like NanoString. Costs have been coming out and operating leverage can once again work its magic. And its a very competitive product portfolio - some products dont even really have competitors (ultra high field NMR timsOmni"  
[X Link](https://x.com/crashkolnikov/status/2010831552943456491)  2026-01-12T21:49Z [---] followers, [---] engagements


"New European trade war on the same day NIH budget is increased. Thats a tough one $BRKR"  
[X Link](https://x.com/crashkolnikov/status/2013716084549976323)  2026-01-20T20:51Z [---] followers, [---] engagements


"Roche confirmed today making a large charitable donation in late Q4. I think we have our answer $REGN $RHHBY Looks like there's been some progress on $REGN's Good Days donation matching program with someone else having donated $60m in Q4. $RHHBY https://t.co/jjgjDHQ7Rv Looks like there's been some progress on $REGN's Good Days donation matching program with someone else having donated $60m in Q4. $RHHBY https://t.co/jjgjDHQ7Rv"  
[X Link](https://x.com/crashkolnikov/status/2016973239033974904)  2026-01-29T20:34Z [---] followers, [----] engagements


"The $REGN version of mid/long range revenue guidance. Just give us some numbers Len"  
[X Link](https://x.com/crashkolnikov/status/2017212649243566305)  2026-01-30T12:25Z [---] followers, [----] engagements


"Supi-Dupi This just has to be the brand name if it works $REGN Looks like we'll be getting some "Life after Dupi" teasers at JPM. Various longer-acting approaches 👇 $REGN https://t.co/P30N3qT2hZ Looks like we'll be getting some "Life after Dupi" teasers at JPM. Various longer-acting approaches 👇 $REGN https://t.co/P30N3qT2hZ"  
[X Link](https://x.com/crashkolnikov/status/2017252912796151813)  2026-01-30T15:05Z [---] followers, [----] engagements


"I decided to take a look at Procept Biorobotics $PRCT https://notesfromthebeautycontest.substack.com/p/procept-biorobotics-prct https://notesfromthebeautycontest.substack.com/p/procept-biorobotics-prct"  
[X Link](https://x.com/crashkolnikov/status/2017268251844026822)  2026-01-30T16:06Z [---] followers, [----] engagements


"@LogicalThesis New CEO said they'll increase investment in '26 and hinted possibility of headwinds while they implement new rep incentives/focus. Short-term pain long-term gain etc. Also uncertainty re steady-state etc. These sorts of things aren't well tolerated currently I suspect"  
[X Link](https://x.com/crashkolnikov/status/2017523906001727545)  2026-01-31T09:02Z [---] followers, [---] engagements


"@LogicalThesis Also check out my new $PRCT post (its free for newcomers). Curious to see where this ones goes. https://x.com/crashkolnikov/status/2017268251844026822 I decided to take a look at Procept Biorobotics $PRCT https://t.co/iODnTtdYOH https://t.co/mSOCV9lVWe https://x.com/crashkolnikov/status/2017268251844026822 I decided to take a look at Procept Biorobotics $PRCT https://t.co/iODnTtdYOH https://t.co/mSOCV9lVWe"  
[X Link](https://x.com/crashkolnikov/status/2017524482831737271)  2026-01-31T09:04Z [---] followers, [---] engagements


"@long_equity Novonesis (the former Novozymes and Chr Hansen) - haven't looked in a good while but very moaty"  
[X Link](https://x.com/crashkolnikov/status/1897305433569944033)  2025-03-05T15:17Z [---] followers, [---] engagements


"For those who follow the story short bloomberg clip of $BMW chairman discussing what theyve been up to and plans for growing market share. https://m.youtube.com/watchv=AbEiRgHLJXE https://m.youtube.com/watchv=AbEiRgHLJXE"  
[X Link](https://x.com/anyuser/status/1953168475645784484)  2025-08-06T18:57Z [---] followers, [----] engagements


"626+ miles on a single charge in the new iX3. Seems decent. 🤔 $BMW https://m.youtube.com/watchv=u0WZ1ZBQp2E&t=1s&pp=2AEBkAIB https://m.youtube.com/watchv=u0WZ1ZBQp2E&t=1s&pp=2AEBkAIB"  
[X Link](https://x.com/crashkolnikov/status/1991241742029357369)  2025-11-19T20:26Z [---] followers, [---] engagements


"Zipse took some heat for the claim he made in this interview about setting the "benchmark". iX3 test drive reviews dropped yesterday and are broadly supportive of what he was conveying - seems to bode well for the upcoming [--] Neue Klasse models. Only time will tell $BMW For those who follow the story short bloomberg clip of $BMW chairman discussing what theyve been up to and plans for growing market share. https://t.co/dwolS0mmsO For those who follow the story short bloomberg clip of $BMW chairman discussing what theyve been up to and plans for growing market share. https://t.co/dwolS0mmsO"  
[X Link](https://x.com/crashkolnikov/status/1996879425514926408)  2025-12-05T09:48Z [---] followers, [---] engagements


"RT @Regeneron: Today at #ASH25 we presented new data investigating our bispecific therapy in newly diagnosed #multiplemyeloma. Learn more a"  
[X Link](https://x.com/crashkolnikov/status/1997786086937166123)  2025-12-07T21:51Z [---] followers, [--] engagements


"There's a reason why the $BMW board of management chairman (i.e. CEO) is almost always head of production first BMW is naming production chief Milan Nedeljkovic as its next CEO in May succeeding Oliver Zipse. He has led BMWs plant retooling so EVs and combustion cars run on the same lines a setup that has helped BMW pull ahead of Mercedes in EV sales despite choppy EV demand. https://t.co/QuO2kt9ZVD BMW is naming production chief Milan Nedeljkovic as its next CEO in May succeeding Oliver Zipse. He has led BMWs plant retooling so EVs and combustion cars run on the same lines a setup that has"  
[X Link](https://x.com/crashkolnikov/status/1998353206892507270)  2025-12-09T11:25Z [---] followers, [---] engagements


"The Q4 [----] Eylea US numbers are out. HD grew 66% year on year (17% sequentially). Total franchise down 1.5% sequentially but includes favourable inventory dynamics for both HD/2mg. Q2 decision anticipated for HD PFS. $REGN"  
[X Link](https://x.com/crashkolnikov/status/2010692798689820939)  2026-01-12T12:38Z [---] followers, [----] engagements


"Dr Yancopoulos spoke to Bloomberg at JPM yesterday. Topics: - Drug pricing deals ("only a matter of time") - DB-OTO ("we wanted to prove that we maybe have the best gene therapy technology on the planet and our goal is not necessarily to try to profit from the first application") - rationale for combining PCSK9 + GIP/GLP-1 in the same auto-injector ("imagine this: if somebody invented a new GLP that not only causes weight loss but dramatically by a different mechanism decreased your heart disease risk everybody would take it - well that's what we're doing") $REGN"  
[X Link](https://x.com/crashkolnikov/status/2011369950477201596)  2026-01-14T09:29Z [---] followers, [---] engagements


"New deep dive on Regeneron $REGN. It's free. Let me know what you think. https://notesfromthebeautycontest.substack.com/p/regeneron-pharmaceuticals-regn https://notesfromthebeautycontest.substack.com/p/regeneron-pharmaceuticals-regn"  
[X Link](https://x.com/crashkolnikov/status/1886112464128872758)  2025-02-02T18:00Z [---] followers, 25K engagements


"TL:DR. I ask questions such as: what if $WPP structurally sees less client churn in future What if WPPs win rates improve What if WPP can move to more output-based pricing and licensing-type models Could WPP really be an #AI winner Is WPP nearing an inflection point"  
[X Link](https://x.com/crashkolnikov/status/1892965582879793338)  2025-02-21T15:52Z [---] followers, [---] engagements


"At Citi yesterday Gerald from $BRKR reminds us yet again that total US ACA/GOV is a pretty modest sized part of their business. And NIH exposure even less"  
[X Link](https://x.com/crashkolnikov/status/1895411562669871583)  2025-02-28T09:51Z [---] followers, [----] engagements


"The free $SPOT desktop app is so much better than the phone app. Listen to whatever the hell you want and you can pretty much avoid ads entirely. Been using it this way since [----] - as a sort of try before you buy system. I'm perhaps unusual though"  
[X Link](https://x.com/anyuser/status/1895763595784515984)  2025-03-01T09:10Z [---] followers, [---] engagements


"Biggest wildcard to watch is their obesity program. Initial data early H2. The follow-on could be interesting too (semaglutide discontinuation). $REGN $NVO $LLY"  
[X Link](https://x.com/anyuser/status/1897227057442205701)  2025-03-05T10:05Z [---] followers, [---] engagements


"Frank at Cowen yesterday said that even if US academic spending is hit by 25% this year it'll only take $BRKR's sales growth from +5-7% to +3-5% (a scenario they see as unrealistic in any case - they've modelled 8%). Market seems to be implying a lot worse"  
[X Link](https://x.com/anyuser/status/1897615276469817480)  2025-03-06T11:48Z [---] followers, [----] engagements


"@bucketshopcap I still pull my numbers manually out of years worth of 10Ks - don't trust the data providers and you lose the subtleties otherwise attained through the exercise. I don't intend to stop this but I do use AI around the edges increasingly so"  
[X Link](https://x.com/anyuser/status/1897921908995235989)  2025-03-07T08:06Z [---] followers, [---] engagements


"$ORCL already guiding revenue (+15%) for FY26. Not seen them do that before 👀"  
[X Link](https://x.com/crashkolnikov/status/1899206202086629845)  2025-03-10T21:10Z [---] followers, [---] engagements


"@long_equity $ILMN 1) moved too slowly in lowering sequencing costs in order to support revenue but it created a window for others to catch up 2) overestimated core TAM (should have diversified) 3) terrible capital allocation and governance in the end. Great while it lasted"  
[X Link](https://x.com/anyuser/status/1899839998624506087)  2025-03-12T15:08Z [---] followers, [----] engagements


"@long_equity Xero (if it counts - Aussie listed these days but NZ based)"  
[X Link](https://x.com/anyuser/status/1900508590428860788)  2025-03-14T11:25Z [---] followers, [---] engagements


"While we don't have detailed financials I think Rolls-Royce Motor Cars could be comparable to $RACE in terms of growth and profitability. Have a read and see what you think"  
[X Link](https://x.com/anyuser/status/1901287768019320979)  2025-03-16T15:01Z [---] followers, [---] engagements


"Notable that $REGN is starting to close in on that [----] peak yet again - despite 4X higher profits $15bn net cash and a pipeline lollapalooza 10yrs on. That's what multiple compression from 50x to 15x will do A timeless lesson for us all"  
[X Link](https://x.com/anyuser/status/1903062104292163837)  2025-03-21T12:32Z [---] followers, [----] engagements


"I do yes. Street has Libtayo basically ex-growth from [----] which is unrealistic. I think they're much too low on fianlimab. They've got very little on the C5 combo which $REGN is positioning as a new pipeline in a product. They've got minimal on Factor XI etc. REGN have also shown they can move quite quickly on oncology assets once PoC comes through - I expect we'll have CD28s and more CD3s on the market by [----]. Then there are some wildcards like obesity food allergy or HTT etc. Admittedly however this is not a market that tends to look five years out I would add"  
[X Link](https://x.com/anyuser/status/1904843101941747804)  2025-03-26T10:29Z [---] followers, [---] engagements


"Stock specific stuff seems largely irrelevant RN. But for those of my followers who are curious - just under half of $REGN's bioproduction capacity is in US and just over half in Ireland. Certainly a pain to move lines around but the REGN-COV operation showed it can be done"  
[X Link](https://x.com/anyuser/status/1909990880620032463)  2025-04-09T15:24Z [---] followers, [---] engagements


"New deep dive on Bruker Corporation $BRKR. It's free. Let me know what you think. https://notesfromthebeautycontest.substack.com/p/bruker-corporation https://notesfromthebeautycontest.substack.com/p/bruker-corporation"  
[X Link](https://x.com/crashkolnikov/status/1912067806138343479)  2025-04-15T08:57Z [---] followers, [----] engagements


"Under current conditions seeing plenty of individual examples where both the bears and bulls could be 'right' simultaneously. Uncertainty abounds but otherwise the key differential is time horizon. Here's how Keynes put it [--] years ago:"  
[X Link](https://x.com/crashkolnikov/status/1913111908493705711)  2025-04-18T06:06Z [---] followers, [---] engagements


"So the FDA has declined to approve Eylea HD beyond 16wk dosing. The FDA did not agree with Regenerons proposal to add additional extended dosing intervals $REGN https://investor.regeneron.com/news-releases/news-release-details/regeneron-provides-update-eylea-hdr-aflibercept-injection-8-mg https://investor.regeneron.com/news-releases/news-release-details/regeneron-provides-update-eylea-hdr-aflibercept-injection-8-mg"  
[X Link](https://x.com/anyuser/status/1913465350059938256)  2025-04-19T05:31Z [---] followers, [----] engagements


"Not the end of the world for $REGN but removes a differentiator vs Vabysmo. Would be useful to understand the decision and whether they intend to come back with more data I assume the market wont respond positively although the share price hardly assumes optimism anyway"  
[X Link](https://x.com/crashkolnikov/status/1913466157945790568)  2025-04-19T05:34Z [---] followers, [---] engagements


"Itll also be interesting to see which way the EMA goes on this one - theyve differed with the FDA before eg on Libtayo in cervical cancer. I can offer no prediction on that though"  
[X Link](https://x.com/crashkolnikov/status/1913474106856456343)  2025-04-19T06:05Z [---] followers, [---] engagements


"$REGN to nearly double its US manufacturing capacity. Depending what that means could be 40% global capacity increase. Clearly a tariff element to it but heres how theyre selling it per PR: Our innovative approach has filled our commercial and clinical pipeline with important new medicines and driven a need for even more manufacturing capacity to fulfill the promise of our science https://investor.regeneron.com/news-releases/news-release-details/regeneron-announces-new-investment-manufacturing-its-industry"  
[X Link](https://x.com/crashkolnikov/status/1914633890884448597)  2025-04-22T10:54Z [---] followers, [---] engagements


"i.e. $REGN think theyll be selling a lot more drug in future even if the share price implies otherwise"  
[X Link](https://x.com/anyuser/status/1914634491173150864)  2025-04-22T10:56Z [---] followers, [---] engagements


"$SNY $REGN Dupi off to a respectable start in [----] (sales 1pp above consensus). COPD now being touted as an "emerging" growth driver for the first time"  
[X Link](https://x.com/anyuser/status/1915289841207480754)  2025-04-24T06:20Z [---] followers, [----] engagements


"That's new - itepekimab straight to phase [--] in CRSwNP. That's on top of COPD and phase 2s in CRSsNP and NCFB. Is this another emerging "pipeline in a molecule" $REGN $SNY"  
[X Link](https://x.com/anyuser/status/1915325979485995230)  2025-04-24T08:44Z [---] followers, [---] engagements


"Frankly I'm bracing for an ugly Eylea quarter. But I also think HD could take back most of that share from Vabysmo in the end. George doesn't mince his words - I recall him saying Vabysmo was basically a ploy to get a new designated molecule (HD Lucentis + largely redundant ang-2 arm)"  
[X Link](https://x.com/anyuser/status/1915342137635258652)  2025-04-24T09:48Z [---] followers, [---] engagements


"@tofdaj The curious thing about these Roche calls is that theyve basically stopped trying to sell vabysmo as best in class now - they just keep calling it the new standard of care but without anything substantive to say. That strategy only has limited life IMO $RHHBY $REGN"  
[X Link](https://x.com/anyuser/status/1915472807296929853)  2025-04-24T18:27Z [---] followers, [---] engagements


"One of the principal effects of these tariffs seems to be a furious rearrangement of deck chairs rather than a race back to port"  
[X Link](https://x.com/crashkolnikov/status/1916020744779174328)  2025-04-26T06:45Z [---] followers, [---] engagements


"$REGN not pulling its punches vs Roche/vabysmo here https://investor.regeneron.com/news-releases/news-release-details/eylea-hdr-aflibercept-injection-8-mg-presentations-arvo https://investor.regeneron.com/news-releases/news-release-details/eylea-hdr-aflibercept-injection-8-mg-presentations-arvo"  
[X Link](https://x.com/anyuser/status/1916813051296129199)  2025-04-28T11:13Z [---] followers, [----] engagements


"With linvoseltamab getting its first approval today worth noting that consensus numbers are probably too low given best-in-class efficacy and dosing schedule $REGN"  
[X Link](https://x.com/anyuser/status/1916843371487793326)  2025-04-28T13:14Z [---] followers, [---] engagements


"Entertaining that $JNJ grades analysts product estimates these days. With wayward attempts added to the naughty slide until they come into line"  
[X Link](https://x.com/anyuser/status/1916863846976794875)  2025-04-28T14:35Z [---] followers, [---] engagements


"@JamesEKrause @2nite2nite2 Im guessing theyll stick around a while. Vagelos is their role model and he didnt retire as chair until age 93"  
[X Link](https://x.com/anyuser/status/1916945890046071070)  2025-04-28T20:01Z [---] followers, [--] engagements


"Pre-filled syringe CRL 😔. What is it with this company and CRLs $REGN"  
[X Link](https://x.com/anyuser/status/1917166700438458601)  2025-04-29T10:38Z [---] followers, [----] engagements


"Other than Dupi these $REGN numbers are awful let it be said. Should be an interesting call https://investor.regeneron.com/news-releases/news-release-details/regeneron-reports-first-quarter-2025-financial-and-operating https://investor.regeneron.com/news-releases/news-release-details/regeneron-reports-first-quarter-2025-financial-and-operating"  
[X Link](https://x.com/anyuser/status/1917171069120544893)  2025-04-29T10:56Z [---] followers, [---] engagements


"So steep was the US Eylea 2mg decline that US and RoW are about the same size now If theres any positive spin here its that $REGN could stomach a 39% US 2mg decline and the top line *only* shrink 4%. Max pain upfront rather than spread out"  
[X Link](https://x.com/anyuser/status/1917184192217034900)  2025-04-29T11:48Z [---] followers, [----] engagements


"So if I understand it correctly $REGN basically had enough of funding vabysmo growth through their charitable donations to co-pay foundations. They now want Roche to donate its fair share relative to the new commercial reality"  
[X Link](https://x.com/crashkolnikov/status/1917215003016568907)  2025-04-29T13:50Z [---] followers, [----] engagements


"The cost is a hit to Eylea too however. Thats my interpretation. Correct me if Im wrong"  
[X Link](https://x.com/crashkolnikov/status/1917215286412955841)  2025-04-29T13:51Z [---] followers, [---] engagements


"The other curiosity today on $REGN call was that apparently nobody got the FDAs questions on Eylea HD PFS until day of CRL. Anyhoo outstanding data now supplied and they have commitments FDA will move expeditiously - well see what that means"  
[X Link](https://x.com/crashkolnikov/status/1917223228180762851)  2025-04-29T14:23Z [---] followers, [----] engagements


"New free post over at the other place. Thoughts following $REGN Q1 '25 earnings. https://notesfromthebeautycontest.substack.com/p/regeneron https://notesfromthebeautycontest.substack.com/p/regeneron"  
[X Link](https://x.com/anyuser/status/1917566679971659949)  2025-04-30T13:08Z [---] followers, [---] engagements


"Minor follow-up to yesterdays $REGN note after $ALNY earnings today. We learn that CIDEB and F1202 are wholly owned by REGN (milestones/royalties) - [--] wholly owned in total. Its an increasingly impressive shared pipeline for both companies"  
[X Link](https://x.com/anyuser/status/1917938728879755686)  2025-05-01T13:46Z [---] followers, [----] engagements


"So my employer has now given up on human analysts entirely and so ends my day job. Which means more Substack writing for me Happy to discuss other opportunities or ideas etc. DMs open"  
[X Link](https://x.com/anyuser/status/1917971285214142516)  2025-05-01T15:56Z [---] followers, 13.8K engagements


""we anticipate that we will be able to mitigate slightly more than half of the new headwinds in [----]. We expect to resume our planned margin expansion and rapid EPS growth in [----] and beyond". $BRKR now guiding 0-3% '25 EPS growth"  
[X Link](https://x.com/crashkolnikov/status/1920074959554060382)  2025-05-07T11:15Z [---] followers, [---] engagements


"New free post over at the other place. Thoughts following $BRKR Q1 '25 earnings. https://notesfromthebeautycontest.substack.com/p/bruker https://notesfromthebeautycontest.substack.com/p/bruker"  
[X Link](https://x.com/anyuser/status/1920448932225708084)  2025-05-08T12:01Z [---] followers, [---] engagements


"$BRKR and $TXG have reached a settlement with "global patent cross license agreements". All lawsuits and proceedings to be withdrawn. Terms not disclosed but about time https://ir.bruker.com/press-releases/press-release-details/2025/Bruker-and-10x-Genomics-Reach-Global-Settlement-of-Patent-Litigation/default.aspx https://ir.bruker.com/press-releases/press-release-details/2025/Bruker-and-10x-Genomics-Reach-Global-Settlement-of-Patent-Litigation/default.aspx"  
[X Link](https://x.com/crashkolnikov/status/1922609270874423487)  2025-05-14T11:05Z [---] followers, [---] engagements


"$REGN awarded punitive damages from $AMGN in the PCSK9 case. Nice to see them win this one https://investor.regeneron.com/news-releases/news-release-details/regeneron-prevails-over-amgen-antitrust-pcsk9-lawsuit-protecting https://investor.regeneron.com/news-releases/news-release-details/regeneron-prevails-over-amgen-antitrust-pcsk9-lawsuit-protecting"  
[X Link](https://x.com/crashkolnikov/status/1923079562591650167)  2025-05-15T18:14Z [---] followers, [---] engagements


"$REGN acquiring 23andMe assets - I certainly didn't see that one coming 👀. I get the whole data part of the deal but the question is how serious are they about the consumer business Curious to hear their intentions. https://www.globenewswire.com/news-release/2025/05/19/3083892/0/en/Regeneron-A-Leading-U-S-Biotechnology-Company-to-Acquire-23andMe-in-Court-Supervised-Sale.html https://www.globenewswire.com/news-release/2025/05/19/3083892/0/en/Regeneron-A-Leading-U-S-Biotechnology-Company-to-Acquire-23andMe-in-Court-Supervised-Sale.html"  
[X Link](https://x.com/crashkolnikov/status/1924424243321638949)  2025-05-19T11:17Z [---] followers, [---] engagements


"New free $REGN post. https://notesfromthebeautycontest.substack.com/p/23andrgc https://notesfromthebeautycontest.substack.com/p/23andrgc"  
[X Link](https://x.com/crashkolnikov/status/1924844011979706419)  2025-05-20T15:05Z [---] followers, [----] engagements


"One unexpected benefit of the 23andMe deal is that it seems to be drawing a bit more attention to $REGN 's RGC unit which investors hardly seem to have noticed previously. RGC would surely be valued in the multibillions if they ever tried to sell it (they won't)"  
[X Link](https://x.com/crashkolnikov/status/1925094310464147762)  2025-05-21T07:40Z [---] followers, [---] engagements


"George at RBC yesterday spelled out $REGN 's unique competitive advantages with RGC in genetics. Also dropped hints on some of his thoughts about 23andMe deal"  
[X Link](https://x.com/crashkolnikov/status/1925112489705968070)  2025-05-21T08:52Z [---] followers, [---] engagements


"Looking like Europe might go the other way on Eylea HD extended 6-month dosing after all (vs FDA's CRL). Decision due within the next few weeks. $REGN $BAYN https://www.bayer.com/media/en-us/eylea-8-mg-with-extended-6-month-treatment-interval-recommended-for-approval-in-eu/ https://www.bayer.com/media/en-us/eylea-8-mg-with-extended-6-month-treatment-interval-recommended-for-approval-in-eu/"  
[X Link](https://x.com/anyuser/status/1925913359775400211)  2025-05-23T13:55Z [---] followers, [---] engagements


"Results from two Itepekimab COPD phase [--] trials are in - one a success one failed. The total number of exacerbations was lower than prospectively anticipated decreasing the power of both trials. $REGN"  
[X Link](https://x.com/anyuser/status/1928330731777839548)  2025-05-30T06:00Z [---] followers, [----] engagements


"Suspect many observers were anticipating a home run here - another one to add to the growing list of near-term headwinds. Hopefully something will go $REGN s way before the year is out"  
[X Link](https://x.com/crashkolnikov/status/1928332775863554349)  2025-05-30T06:08Z [---] followers, [---] engagements


"$BRKR product announcement today. timsOmni - "Integrating timsTOF Speed and Performance with Novel Functionality of Omnitrap". Frank Laukien: "a new lamppost for functional protein science shining a light on functional and pathological proteoforms" https://ir.bruker.com/press-releases/press-release-details/2025/Bruker-Launches-Revolutionary-timsOmniTM-Mass-Spectrometer/default.aspx https://ir.bruker.com/press-releases/press-release-details/2025/Bruker-Launches-Revolutionary-timsOmniTM-Mass-Spectrometer/default.aspx"  
[X Link](https://x.com/crashkolnikov/status/1928428208254337511)  2025-05-30T12:28Z [---] followers, [----] engagements


"Inclined to sit out the itepekimab punditry here. From the wording of the PR $REGN and $SNY don't seem to think it's a dud - yet. We'll just have to wait for more detail. On the bright side analysts will finally have something other than Eylea to ask about 😃🙏"  
[X Link](https://x.com/anyuser/status/1928435281364971695)  2025-05-30T12:56Z [---] followers, [---] engagements


"@tofdaj Sometimes weird outcomes happen in trials like with Bridge Bio a few years ago when their ATTR drug did worse than placebo - that drug ultimately turned out to be a good one. These results look weird to me. Let's just see"  
[X Link](https://x.com/anyuser/status/1928454428903837712)  2025-05-30T14:12Z [---] followers, [--] engagements


"@sfsam No not yet. I think they're just having an unfortunate year. It happens. Some of it just seems to be luck going against them e.g. 2X CRLs (when Europe has already approved). Maybe they could have run AERIFY better() but as they say it's a complex disease"  
[X Link](https://x.com/anyuser/status/1928456608830386186)  2025-05-30T14:20Z [---] followers, [--] engagements


"With $REGN shares sinking into the abyss whether you're a bull or bear now seems as good a time as any to read [----] words on the subject 👇 Happy friday https://x.com/crashkolnikov/status/1886112464128872758 https://x.com/crashkolnikov/status/1886112464128872758"  
[X Link](https://x.com/crashkolnikov/status/1928480496683450830)  2025-05-30T15:55Z [---] followers, [----] engagements


"Purely in narrative terms I don't think $REGN sentiment has ever been quite like this in its years as a commercially operating business: Is their science/business model broken Do management have any idea what they're doing Is REGN no different to all the other big pharma companies that owe their existence to M&A Should REGN now be run for cash and then liquidated I've seen all these questions on here in the last two days. Before answering I would just suggest looking at their track record and accomplishments - that's all that can be reasonably said"  
[X Link](https://x.com/crashkolnikov/status/1929091276068024669)  2025-06-01T08:22Z [---] followers, [----] engagements


"Interim results from $REGN semaglutide + mAbs combos. sema + trevogrumab resulted in half as much lean mass loss and 15-18% more fat loss vs sema alone. Lower dose cohort looks to have similar safety data to sema alone too. https://investor.regeneron.com/news-releases/news-release-details/interim-results-ongoing-phase-2-courage-trial-confirm-potential https://investor.regeneron.com/news-releases/news-release-details/interim-results-ongoing-phase-2-courage-trial-confirm-potential"  
[X Link](https://x.com/crashkolnikov/status/1929497127660445906)  2025-06-02T11:15Z [---] followers, [----] engagements


"Detailed results at data cutoff (week 26):"  
[X Link](https://x.com/crashkolnikov/status/1929497464127570269)  2025-06-02T11:16Z [---] followers, [---] engagements


"Well well. $REGN getting in on the GLP-1/GIP action via Hansoh deal ex-China. $80m upfront + up to $1.9bn in milestones. PR suggests it's all about combos with REGN's own candidates - makes sense to have you own (although I have no view on this asset) https://investor.regeneron.com/news-releases/news-release-details/regeneron-expands-clinical-stage-obesity-portfolio-strategic https://investor.regeneron.com/news-releases/news-release-details/regeneron-expands-clinical-stage-obesity-portfolio-strategic"  
[X Link](https://x.com/anyuser/status/1929499365598474658)  2025-06-02T11:24Z [---] followers, [----] engagements


"$BRKR on why major margin expansion is still coming even if top line headwinds remain next year. (Frank speaking at Jefferies yesterday)"  
[X Link](https://x.com/anyuser/status/1930547879036199333)  2025-06-05T08:50Z [---] followers, 13.4K engagements


"New free $REGN post over at the other place https://notesfromthebeautycontest.substack.com/p/regeneron-trials-and-tribulations https://notesfromthebeautycontest.substack.com/p/regeneron-trials-and-tribulations"  
[X Link](https://x.com/anyuser/status/1931410254933135410)  2025-06-07T17:57Z [---] followers, [----] engagements


"$ORCL is a really interesting case study. Let's rewind to [----] or so. Back then the popular narrative was that Larry had "missed the cloud". There used to be a video clip circulating showing Larry supposedly making fun of cloud computing (it's still up - have a look). Additionally ORCL's structured database business was obsolete because the future was all about 'big data' and unstructured databases. And ORCL had just acquired Netsuite for an insane (for the time) 10x revenue not to mention accusations of double-dealing (Larry was the biggest shareholder). The company hadn't grown in [--] years"  
[X Link](https://x.com/crashkolnikov/status/1933100132599292146)  2025-06-12T09:52Z [---] followers, [---] engagements


"A second large-scale protein mapping project for RGC using Olink. Seems to be well integrated into their workflow at this stage - expect to see more of it. $REGN $TMO https://www.businesswire.com/news/home/20250612733998/en/Regeneron-Genetics-Center-Selects-Olink-Explore-HT-for-Landmark-Proteomics-Study-of-200000-Patient-Samples https://www.businesswire.com/news/home/20250612733998/en/Regeneron-Genetics-Center-Selects-Olink-Explore-HT-for-Landmark-Proteomics-Study-of-200000-Patient-Samples"  
[X Link](https://x.com/anyuser/status/1933166231990731204)  2025-06-12T14:15Z [---] followers, [----] engagements


"George fielded a question on itepekimab at the $REGN AGM just before. It really doesn't sound like they're giving up on this one yet"  
[X Link](https://x.com/anyuser/status/1933552183506506178)  2025-06-13T15:48Z [---] followers, [----] engagements


"Well this turned out to be a waste of time. Enjoyed writing though https://x.com/crashkolnikov/status/1924844011979706419 New free $REGN post. https://t.co/Kb5nOz1MPp https://t.co/CLLgMDank4 https://x.com/crashkolnikov/status/1924844011979706419 New free $REGN post. https://t.co/Kb5nOz1MPp https://t.co/CLLgMDank4"  
[X Link](https://x.com/crashkolnikov/status/1933788314127249632)  2025-06-14T07:27Z [---] followers, [---] engagements


"Pretty exciting to see all the muscle preservation data now emerging in obesity treatment combinations. Worth recalling what $REGN 's CSO has previously said re safety concerns and how they're approaching those"  
[X Link](https://x.com/crashkolnikov/status/1937420933301739732)  2025-06-24T08:02Z [---] followers, [----] engagements


"Here's my o3 pro cheat sheet on ActRII blockade (e.g. $LLY) vs GDF8 +/- Activin A (e.g. $REGN). You'd think a clean safety profile will be key if these therapeutics are to be taken long-term so it'll be instructive to see how the various muscle preservation programs progress"  
[X Link](https://x.com/anyuser/status/1937422883829276782)  2025-06-24T08:09Z [---] followers, [----] engagements


"Intriguing. 2yrs ago emerging evidence showed strong association between vaccination with $GSK 's Shingrix (shingles) and lower dementia risk (-23-27%). Now it appears GSK's Arexvy (RSV) does the same. Possibly connected to adjuvant used in both. https://www.nature.com/articles/s41541-025-01172-3 https://www.nature.com/articles/s41541-025-01172-3"  
[X Link](https://x.com/anyuser/status/1938139634170462315)  2025-06-26T07:37Z [---] followers, [---] engagements


"So Europe *did* go the other way. Eylea HD 6-month dosing now approved. Competitive position in Europe looks to be very solid if more uncertain currently in US. As a reminder $REGN shares profits ex-US with $BAYN https://www.bayer.com/media/en-us/eylea-8-mg-with-extended-6-month-treatment-interval-approved-in-the-eu/ https://www.bayer.com/media/en-us/eylea-8-mg-with-extended-6-month-treatment-interval-approved-in-the-eu/"  
[X Link](https://x.com/anyuser/status/1938603168398532922)  2025-06-27T14:19Z [---] followers, [----] engagements


"$REGN working on acquired hearing loss (building on their recent advances in genetic hearing loss). Excited to see where that goes https://x.com/bryan_johnson/status/1938699697155367313 Protect your hearing. There are no therapies currently available to reverse loss. Hearing loss + increases your dementia risk up to 5x + coincides with 3040% faster brain shrinkage Less auditory input leads to less stimulation so brain regions tied to sound and cognition https://x.com/bryan_johnson/status/1938699697155367313 Protect your hearing. There are no therapies currently available to reverse loss."  
[X Link](https://x.com/anyuser/status/1938864660788453745)  2025-06-28T07:38Z [---] followers, [----] engagements


"ICYMI this interview was great on what $REGN is up to with its hearing programs https://m.youtube.com/watchv=fvFFQO30J9E https://m.youtube.com/watchv=fvFFQO30J9E"  
[X Link](https://x.com/anyuser/status/1938865031430500861)  2025-06-28T07:40Z [---] followers, [---] engagements


"Useful summary on the differentiated profile of Lynozyfic - better efficacy and lower treatment burden (including fewer hospital days). Best drug doesn't always win but it's a strong position to compete from. Tecvayli currently annualising $600m. $REGN"  
[X Link](https://x.com/crashkolnikov/status/1940696419234730335)  2025-07-03T08:57Z [---] followers, [----] engagements


"Amazing that this talk only has [---] views in [--] months. One of his best - obligatory viewing if you're interested in $REGN one way or another. I linked to it in the deep dive but h/t @fmcbill for reminding me about it https://www.youtube.com/watchv=yPhid9_QEtM https://www.youtube.com/watchv=yPhid9_QEtM"  
[X Link](https://x.com/anyuser/status/1940724707076329655)  2025-07-03T10:50Z [---] followers, [----] engagements


"New $REGN post today https://notesfromthebeautycontest.substack.com/p/regeneron-life-after-dupi https://notesfromthebeautycontest.substack.com/p/regeneron-life-after-dupi"  
[X Link](https://x.com/crashkolnikov/status/1945125123939299590)  2025-07-15T14:15Z [---] followers, [----] engagements


""The hype around spatial biology is not hype" $BRKR 's Joe Beecham and Oliver Braubach on the pace of progress in spatial biology and the benefits of combing Nanostring and Canopy under one roof. Enjoyed this episode https://www.mendelspod.com/p/from-discovery-to-translation-brukers https://www.mendelspod.com/p/from-discovery-to-translation-brukers"  
[X Link](https://x.com/crashkolnikov/status/1945438300438700391)  2025-07-16T11:00Z [---] followers, [----] engagements


"Something has surely gone awry in the Substack algorithm. Nevertheless I shall enjoy my brief moment in the sun Thanks for reading NFTBC 🙏❤"  
[X Link](https://x.com/crashkolnikov/status/1945507612855816578)  2025-07-16T15:35Z [---] followers, [---] engagements


"@compound248 @Larryjamieson_ One of the all-time great investments BMW paid 40m for the car business in [--] - worth perhaps 25bn now"  
[X Link](https://x.com/anyuser/status/1946187399194693762)  2025-07-18T12:36Z [---] followers, [---] engagements


"On the face of it $RHHBY seems to have landed in a similar place to $REGN with its two IL-33 / COPD trials. Also reporting lower than expected exacerbations. Unclear at this stage if the analogy runs any further than that however"  
[X Link](https://x.com/anyuser/status/1947179294767059441)  2025-07-21T06:18Z [---] followers, [----] engagements


"$BRKR out with preliminary results once again. Overall Q2 looks like perhaps a 5pp miss on their own expectations set at Q1 (-7% vs LSD decline) - reflecting weak academic demand. Rough out there in US aca/gov and it's starting to show https://ir.bruker.com/press-releases/press-release-details/2025/Bruker-Announces-Second-Quarter-2025-Preliminary-Results-Plans-to-Hold-Q2-Earnings-Conference-Call-on-August-4-2025/default.aspx"  
[X Link](https://x.com/anyuser/status/1947273412432236804)  2025-07-21T12:32Z [---] followers, [----] engagements


"EPS looking ugly too (32-34c) and far behind consensus (42c) although it was expected to be down before tariff mitigation kicks in in H2. As a reminder here's what they said at Q1:"  
[X Link](https://x.com/anyuser/status/1947275204696113476)  2025-07-21T12:39Z [---] followers, [---] engagements


"$BRKR CFO at Wolfe conference yesterday suggesting consensus expectations for margin trajectory are much too low: "We continue to march our way forward closer to this target of 20% operating margin. That's still intact. The goal for '26 is to march in large chunks and one of those large chunks will be that 300bps of operating margin improvement for '26 and then we'll do another large chunk for '27 until we march our way up to that 20% target." Consensus assumes only 250bps expansion in '26 and 60bps in '27 reaching 16.7% margin in '28. Parsing Gerald's comments it seems like they're intending"  
[X Link](https://x.com/crashkolnikov/status/1990720606027841633)  2025-11-18T09:55Z [---] followers, [---] engagements


"Press releases: https://www.businesswire.com/news/home/20251124720982/en/Indaba-Capital-Announces-Sale-of-AST-Revolution-to-Bruker https://www.businesswire.com/news/home/20251208901297/en/Bruker-Announces-the-Addition-of-Diagnostics-Industry-Leader-Jack-Phillips-to-its-Board-of-Directors-as-of-January-2026 https://www.businesswire.com/news/home/20251124720982/en/Indaba-Capital-Announces-Sale-of-AST-Revolution-to-Bruker https://www.businesswire.com/news/home/20251208901297/en/Bruker-Announces-the-Addition-of-Diagnostics-Industry-Leader-Jack-Phillips-to-its-Board-of-Directors-as-of-January-2026"  
[X Link](https://x.com/crashkolnikov/status/1998070896439746766)  2025-12-08T16:43Z [---] followers, [---] engagements


"@danielgladis Nice little Christmas gift for $BMW3.DE owners"  
[X Link](https://x.com/crashkolnikov/status/2001231020872376491)  2025-12-17T10:00Z [---] followers, [---] engagements


"Possible win for both $OCUL and $REGN owners here 🤔 (says the cynic in me) $OCUL: Sanofi is preparing an improved takeover bid for Ocular Therapeutix after its initial $16-per-share offer was rejected by the board - per LaLettre https://t.co/gqiSUABntY $OCUL: Sanofi is preparing an improved takeover bid for Ocular Therapeutix after its initial $16-per-share offer was rejected by the board - per LaLettre https://t.co/gqiSUABntY"  
[X Link](https://x.com/crashkolnikov/status/2011727363827253752)  2026-01-15T09:09Z [---] followers, [----] engagements

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