# ![@meangenebio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1338008803.png) @meangenebio Noah D Himmel

Noah D Himmel posts on X about $alt, $sgmo, alt, $crvs the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1338008803/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1338008803/c:line/m:interactions.svg)

- [--] Week [------] +16%
- [--] Month [------] +4.80%
- [--] Months [---------] -42%
- [--] Year [---------] +89%

### Mentions: [--] [#](/creator/twitter::1338008803/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1338008803/c:line/m:posts_active.svg)

- [--] Week [--] +30%
- [--] Month [--] -57%
- [--] Months [---] +860%
- [--] Year [---] +12,780%

### Followers: [---] [#](/creator/twitter::1338008803/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1338008803/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +3.70%
- [--] Months [---] +234%

### CreatorRank: [---------] [#](/creator/twitter::1338008803/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1338008803/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  20.79% [stocks](/list/stocks)  15.84% [currencies](/list/currencies)  1.98% [exchanges](/list/exchanges)  0.99% [travel destinations](/list/travel-destinations)  0.99% [fashion brands](/list/fashion-brands)  0.99% [technology brands](/list/technology-brands)  0.99%

**Social topic influence**
[$alt](/topic/$alt) 21.78%, [$sgmo](/topic/$sgmo) #4, [alt](/topic/alt) 12.87%, [$crvs](/topic/$crvs) 6.93%, [$nktr](/topic/$nktr) 5.94%, [$pgen](/topic/$pgen) 4.95%, [$bcab](/topic/$bcab) #23, [strong](/topic/strong) 4.95%, [business](/topic/business) 3.96%, [$40m](/topic/$40m) 3.96%

**Top accounts mentioned or mentioned by**
[@thenewceo_](/creator/undefined) [@biotechanalysst](/creator/undefined) [@corona_n_lyme](/creator/undefined) [@pgainz96934](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@jota5571189851](/creator/undefined) [@zinselmeyerb](/creator/undefined) [@desertdweller93](/creator/undefined) [@dudebiotech](/creator/undefined) [@biovalues](/creator/undefined) [@thecellengineer](/creator/undefined) [@quakerbrothers](/creator/undefined) [@maximusholla](/creator/undefined) [@houndcl](/creator/undefined) [@ste4103](/creator/undefined) [@financebully](/creator/undefined) [@anssiapina](/creator/undefined) [@auditor112017](/creator/undefined) [@jhswings27](/creator/undefined) [@gothamgirl1](/creator/undefined)

**Top assets mentioned**
[AltLayer (ALT)](/topic/$alt) [BioAtla, Inc. (BCAB)](/topic/$bcab) [Abivax SA (ABVX)](/topic/$abvx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [uniQure N.V. (QURE)](/topic/$qure) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Nurix Therapeutics, Inc. (NRIX)](/topic/$nrix) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Eli Lilly and Company (LLY)](/topic/$lly) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Vigil Neuroscience, Inc. (VIGL)](/topic/$vigl) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Nike Inc (NKE)](/topic/$nke)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CELC Just WOW $CELC Provides Update on PIK3CA Mutated Cohort of Phase [--] VIKTORIA-1 Trial and Releases Additional Data Analysis From Phase 1b Trial. PIK3CA mutant cohort is fully enrolled. Data expected in late Q1 or early Q2. https://t.co/7OLCq2ihlH $CELC Provides Update on PIK3CA Mutated Cohort of Phase [--] VIKTORIA-1 Trial and Releases Additional Data Analysis From Phase 1b Trial. PIK3CA mutant cohort is fully enrolled. Data expected in late Q1 or early Q2. https://t.co/7OLCq2ihlH"  
[X Link](https://x.com/anyuser/status/1979544823536452021)  2025-10-18T13:47Z [---] followers, [----] engagements


"@Jhswings27 @BiotechAnalysst $PGEN (L) Good Q1 sales data can make this rip"  
[X Link](https://x.com/meangenebio/status/2021762728390459852)  2026-02-12T01:46Z [---] followers, [---] engagements


"$SGMO This is a much bigger development than is being reflected - how about a PR $SGMO 🤦♂🤷♂🤦♂🤷♂ BREAKING $SGMO Nav1.7 gene tx for SFN Pain dose escalation is underway (4 sites activated) @ earnings will provide add'l clarity into timing for #initial 12wk #data said will incl 1st two cohorts (n=3 each; randomized 2:1 vs sham) and pot'ly some pts from 3rd high-dose cohort https://t.co/GSnpLOzxej BREAKING $SGMO Nav1.7 gene tx for SFN Pain dose escalation is underway (4 sites activated) @ earnings will provide add'l clarity into timing for #initial 12wk #data said will incl 1st two cohorts"  
[X Link](https://x.com/meangenebio/status/2021975754486251620)  2026-02-12T15:52Z [---] followers, [----] engagements


"$ACHV Nailed this one @Maximus_Holla $ACHV do you think this could be one of the first selected for the CNPV program Looks like it checks all the boxes ✅ @Maximus_Holla $ACHV do you think this could be one of the first selected for the CNPV program Looks like it checks all the boxes ✅"  
[X Link](https://x.com/meangenebio/status/2022464715323248753)  2026-02-14T00:15Z [---] followers, [---] engagements


"$BCAB Appreciate @BioValues for continuing coverage on this name Spent some time digging into it and have been keeping an eye on it The lead asset Ozuriftamab (BA3011) targets 2L+ HPV-positive oropharyngeal squamous cell carcinoma (OPSCC) a subset of head and neck squamous cell carcinoma The global market size for this indication is $1 billion. Under a conservative assumption of 810% peak market penetration and adjusting for the recently announced partnership (which reduces BioAtlas economics by about 35%) the potential peak net revenue to BioAtla is approximately $100 million Applying a 3.5x"  
[X Link](https://x.com/meangenebio/status/2006928060847894943)  2026-01-02T03:18Z [---] followers, [----] engagements


"$BCAB They still need to find a way to fund their business for several years even if the SPV funds P3 for Oz-V This means more dilution - which I think brings the MC under $40M - and closer to where I think the r/r becomes more appropriate On the sidelines waiting - plenty of time to let this story unfold $BCAB Appreciate @BioValues for continuing coverage on this name Spent some time digging into it and have been keeping an eye on it The lead asset Ozuriftamab (BA3011) targets 2L+ HPV-positive oropharyngeal squamous cell carcinoma (OPSCC) a subset of head and neck squamous $BCAB Appreciate"  
[X Link](https://x.com/meangenebio/status/2007262844543480205)  2026-01-03T01:28Z [---] followers, [----] engagements


"$SLNO Novel salt forms are eligible for composition of matter and formulation patents It cost hundreds of millions to develop patent trial and commercialize Vykat XR Marginal cost to produce the drug is irrelevant to justifying pricing - risk adjusted capital investment and PWS is a severe unmet need Drug prices are demand based not marginal production cost based https://twitter.com/i/web/status/2016038658810560737 https://twitter.com/i/web/status/2016038658810560737"  
[X Link](https://x.com/meangenebio/status/2016038658810560737)  2026-01-27T06:40Z [---] followers, [---] engagements


"$ALT Cant blame just BioX Made a mistake with no biopsy at end of P2 - but this is also the opportunity creator Up 55% in [----] so some people starting to figure it out Plenty of room to run from here BioX flat underestimating $ALT Altimmune for sure. Probably because people keep calling it an obesity play and not a MASH play. Currently trading 6.25x discount to AKRO when it closed before buyout with a safer more rapidly effective drug (that has added weight loss) BioX flat underestimating $ALT Altimmune for sure. Probably because people keep calling it an obesity play and not a MASH play."  
[X Link](https://x.com/meangenebio/status/2018174180169314554)  2026-02-02T04:06Z [---] followers, [----] engagements


"@GothamGirl_1 Last I checked theyre working with Thermo Fisher"  
[X Link](https://x.com/meangenebio/status/2019262762938245168)  2026-02-05T04:12Z [---] followers, [--] engagements


"$SGMO $QURE Head to Head AMT-191 data falls short [--] or [--] of [--] patients discontinued ERT which is significantly worse than ST-920 where all [--] dosed patients have come off ERT ERT withdrawal in the uniQure study appears to be dose-dependent with limited durability data and potential safety tradeoffs at higher doses While uniQure reports supraphysiologic -Gal A enzyme activity up to 223-fold above normal this is not necessarily beneficial and could pose regulatory and biological risks especially since clinical benefit does not scale linearly with enzyme levels beyond a certain threshold Most"  
[X Link](https://x.com/meangenebio/status/2019776789418233968)  2026-02-06T14:14Z [---] followers, [----] engagements


"Dont see Pulte mentioned 🧐 https://www.bloomberg.com/news/articles/2026-02-06/white-house-explores-opening-antitrust-probe-into-homebuilders https://www.bloomberg.com/news/articles/2026-02-06/white-house-explores-opening-antitrust-probe-into-homebuilders"  
[X Link](https://x.com/meangenebio/status/2019856918085558378)  2026-02-06T19:33Z [---] followers, [---] engagements


"@BiotechAnalysst $SGMO $QURE They would certainly report if it was good given has FDA has said about eGFR slope at 52w"  
[X Link](https://x.com/meangenebio/status/2019868685368979945)  2026-02-06T20:19Z [---] followers, [----] engagements


"@peter_mantas Thats fair I like precision and dont want to be hyperbole 17/17 that were on ERT are off"  
[X Link](https://x.com/meangenebio/status/2019876280007815375)  2026-02-06T20:50Z [---] followers, [--] engagements


"$NKTR Best case maintenance data released today Very strong AH offering to address cash overhang AA maintenance data coming next Will $LLY be motivated to settle now There will be BP & BO interest inbound P3 design details - Lets Gooooo The table below is something I built and have been using lately to reaffirm to myself that $NKTRs current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is also the only drug with both a unique MoA https://t.co/uC0hpiGYIH The table below is something I built and have been using lately"  
[X Link](https://x.com/meangenebio/status/2021397289110212704)  2026-02-11T01:34Z [---] followers, [----] engagements


"$CRDL (L) CardiolRx is active It takes time for fibrosis response/resolution 6-12 months patience Data tracking directionally for just [--] weeks EV modeled base $1.25B & upside +$5B Not investment advice $CRDL Cardiol Therapeutics' ARCHER Phase II Study Results Published in ESC Heart Failure The company today announced the publication of results from its Phase II ARCHER study in ESC Heart Failure a journal of the European Society of Cardiology. 🌏The peer-reviewed article https://t.co/FnE46fs9Cz $CRDL Cardiol Therapeutics' ARCHER Phase II Study Results Published in ESC Heart Failure The"  
[X Link](https://x.com/meangenebio/status/2021761768800899143)  2026-02-12T01:42Z [---] followers, [---] engagements


"@ElMonoGran42994 $VNDA More solid on science but they desperately need better fiscal controls - right the size opex Also writing down DTAs not the most encouraging sign for future profitability"  
[X Link](https://x.com/meangenebio/status/2021775817194582454)  2026-02-12T02:38Z [---] followers, [---] engagements


"$BCAB Down 50% in [--] weeks good thing weve been patient Around $0.40 per share the investment thesis simplifies Its no longer about Oz-V becoming a commercial success but rather a question of can BioAtla execute a funded P3 and remain solvent long enough to reach meaningful data Below $25M MC the market is already assuming dilution slow progress and no short term re-rating Return from here is driven by basic execution closing the remaining SPV funding initiating P3 and avoiding major missteps R/R starting to look more appropriate $BCAB They still need to find a way to fund their business for"  
[X Link](https://x.com/meangenebio/status/2009479727518765512)  2026-01-09T04:17Z [---] followers, [----] engagements


"$BCAB (np) The sharp drop in BioAtlas stock was driven by the companys Jan [--] announcement that it would consolidate shares through a merger with a wholly owned subsidiary converting every [--] shares into one share of the surviving entity While economically equivalent to a 1-for-50 rs this structure was used because a conventional rs risked violating Nasdaq rules due to prior financing constraints The market interpreted this as a signal of acute capital-markets pressure and limited flexibility rather than as a neutral technical change Heightened concern about compliance and financing optics"  
[X Link](https://x.com/meangenebio/status/2018662648435691875)  2026-02-03T12:27Z [---] followers, [---] engagements


"$NKTR Will be 1L / 2L for AD maintenance dosing intervals is patient and payer favorable asthma AA other potential diabetes response curves not plateau at 52w & achieving EASI [---] BO has to consider this BIC differentiated with comorbidity benefits asthma alopecia areata SLE and other T2 autoimmune Modeled worth $3-4B EV - given pre P3 could see risk adjusted interest 60-70% Looks like an asset worth grabbing"  
[X Link](https://x.com/meangenebio/status/2021522943990202839)  2026-02-11T09:53Z [---] followers, [---] engagements


"@BiotechAnalysst Statestreet ETF"  
[X Link](https://x.com/meangenebio/status/2022340258122375474)  2026-02-13T16:01Z [---] followers, [--] engagements


"$IRON CRL So definitely not a rubber stamp but also how embarrassing @doepke_michel @doepke_michel Great program if administered objectively Also good to know its not an auto-approval @doepke_michel Great program if administered objectively Also good to know its not an auto-approval"  
[X Link](https://x.com/meangenebio/status/2022466841596363219)  2026-02-14T00:24Z [---] followers, [----] engagements


"$QURE $SGMO Now contrast that with ST-920: No dose-limiting toxicities reported No required preconditioning No liver signal of similar magnitude 100% ERT withdrawal among baseline ERT patients eGFR slope accepted by FDA as basis for Accelerated Approval In gene therapy the gold medal does not go to the highest enzyme level Is AMT-191 low dose sub therapeutic show efficacy data Pausing mid and high dose is not surprising - clear win for ST [---] 🥊 "AMT-191 shows promise but safety concerns prompt dosing pause Part of Fabry trial paused pending investigation of liver damage at higher levels" In"  
[X Link](https://x.com/meangenebio/status/2022666742687031783)  2026-02-14T13:38Z [---] followers, [----] engagements


"$ALT Transformation is fully underway CEO stepping aside for an industry veteran with large pharma / m&a expertise $ALT AASLD narrative quality + 48-week NIT strength + solid P3 plan will determine whether ALT re-rates into year-end and enters [----] with partner momentum $ALT AASLD narrative quality + 48-week NIT strength + solid P3 plan will determine whether ALT re-rates into year-end and enters [----] with partner momentum"  
[X Link](https://x.com/meangenebio/status/1995497841821978839)  2025-12-01T14:18Z [---] followers, [---] engagements


"@brwtoovey @PGainz96934 Study design did not permit enough time for full fibrosis improvement from therapy - this is widely accepted science and in line with similar studies - probably partly why some folks at $ALT have been sacked Well see updated NITs at 48w very soon"  
[X Link](https://x.com/meangenebio/status/1995589461900755439)  2025-12-01T20:22Z [---] followers, [--] engagements


"@PGainz96934 $VKTX MASH 52w opened the door for $ALT to breakthrough - management changes - stars aligning"  
[X Link](https://x.com/meangenebio/status/1995689235672973737)  2025-12-02T02:59Z [---] followers, [---] engagements


"@heybig_steve $ALT Looks like your read on the new CEO is a leading indicator for a deal Makes sense - they have the best asset in MASH - fast safe effective with muscle protecting weight loss"  
[X Link](https://x.com/meangenebio/status/1995830043680145511)  2025-12-02T12:18Z [---] followers, [--] engagements


"$OVID Excellent hire - making the right personnel move for the next phase $OVID appoints Dr. Petra Kaufmann ($VIGL) as CMO $OVID appoints Dr. Petra Kaufmann ($VIGL) as CMO"  
[X Link](https://x.com/meangenebio/status/1995833688719065340)  2025-12-02T12:33Z [---] followers, [----] engagements


"$SGMO Taking the Super express Shinkansen 🚄 Today we are pleased to announce that the FDA has granted Fast Track Designation to ST-503 an investigational epigenetic regulator for the treatment of intractable pain due to small fiber neuropathy (SFN) a type of chronic neuropathic pain. News Release: https://t.co/zjm4QyDzKd https://t.co/jlP2hUCFXq Today we are pleased to announce that the FDA has granted Fast Track Designation to ST-503 an investigational epigenetic regulator for the treatment of intractable pain due to small fiber neuropathy (SFN) a type of chronic neuropathic pain. News"  
[X Link](https://x.com/meangenebio/status/1995871251831947688)  2025-12-02T15:02Z [---] followers, [----] engagements


"@finvera_ai $OVID Are you AI Did AI initiate programmatic selling today on this news"  
[X Link](https://x.com/meangenebio/status/1995915851309236375)  2025-12-02T17:59Z [---] followers, [---] engagements


"@TBB_Trades $PGEN value is whack - [--] insider tanks it when he sells - will fly after real sales roll in"  
[X Link](https://x.com/meangenebio/status/1996251057199145357)  2025-12-03T16:11Z [---] followers, [---] engagements


"$ABVX Safety risk appears low - UC maintenance data is not the only data available HIV patients are pretty close to a worst-case stress test for revealing any cardiotox Obe was used in HIV programs with no QT prolongation arrhythmia heart-failure signal or delayed systemic toxicity observed If miR-124 overactivation caused clinically meaningful cardiac harm it would have surfaced in HIV Obe raises miR-124 into upper physiologic ranges not supraphysiologic extremes [----] UC patients have now been exposed in the ABTECT program: No cardiac safety signal No evidence of long-latency toxicity No"  
[X Link](https://x.com/meangenebio/status/1996900750363079063)  2025-12-05T11:13Z [---] followers, [----] engagements


"$CRVS PFS [---] months exceeds/matches available OS [----] months far exceeds historical benchmarks nearly 23x longer Response durability is a standout durable CRs beyond [--] years are very rare with existing therapies Safety looking solid no myelosuppression or immunosuppression distinguishing from chemotherapy and HDAC inhibitors $CRVS Corvus Pharmaceuticals Presents Final Data from Soquelitinib Phase 1/1b T Cell Lymphoma Trial BioPharmCatalyst https://t.co/DVmu2EPkru $CRVS Corvus Pharmaceuticals Presents Final Data from Soquelitinib Phase 1/1b T Cell Lymphoma Trial BioPharmCatalyst"  
[X Link](https://x.com/meangenebio/status/1998059171561042261)  2025-12-08T15:56Z [---] followers, [----] engagements


"$ALT FDA moving into the future with new technologies - will simplify streamline and improve accuracy - likely to be a significant time saver for P3 trials Important and underappreciated FDA development for $ALT and MASH broadly The FDA has officially qualified AIM-NASH an AI-based histologic tool for use in MASH clinical trials. This standardizes MASH and fibrosis assessment reduces biopsy noise and improves signal detection. https://t.co/l9nkstz8fe Important and underappreciated FDA development for $ALT and MASH broadly The FDA has officially qualified AIM-NASH an AI-based histologic tool"  
[X Link](https://x.com/meangenebio/status/1998211664303591837)  2025-12-09T02:02Z [---] followers, [---] engagements


"@CaseyVSilver No hype - $ALT data are real and will change the game"  
[X Link](https://x.com/meangenebio/status/1998214393138647470)  2025-12-09T02:13Z [---] followers, [---] engagements


"@Corona_N_Lyme @BiotechAnalysst Did you see what $CAPR did to shorts $SGMO has excellent data and no cash - solve the cash problem - this runs far and fast - risk reward of short is not worth it for $0.50/share max gain"  
[X Link](https://x.com/meangenebio/status/1998242312456134813)  2025-12-09T04:04Z [---] followers, [---] engagements


"@zhaoweiasu What do you think of $KYMR EV post recent data"  
[X Link](https://x.com/meangenebio/status/1998339654378991767)  2025-12-09T10:31Z [---] followers, [---] engagements


"$SGMO It would seem the answer to this question continues to be - yes - girfit has no direct market value Im not convinced more time passing and continuing durability and safety data will make a difference Even $SGMO stopped talking about this asset despite it being BLA ready"  
[X Link](https://x.com/meangenebio/status/1998346484044239247)  2025-12-09T10:58Z [---] followers, [---] engagements


"$ALT Can the ALT crypto bots please find a new symbol to tag we need this one for @AltimmuneInc doing some REAL work for MASH patients and AUD ALD"  
[X Link](https://x.com/meangenebio/status/2000591704529961399)  2025-12-15T15:40Z [---] followers, [---] engagements


"$ABVX Folks should ignore the noise and hold the line - acquirers know if they wait for maintenance data the price will be even higher $abvx This downward move is more to do with them attending fire side chats and 1:1s at JPM. The market seems to be reading between the lines and concluding that a deal is not imminent. $abvx This downward move is more to do with them attending fire side chats and 1:1s at JPM. The market seems to be reading between the lines and concluding that a deal is not imminent"  
[X Link](https://x.com/meangenebio/status/2000952537000894850)  2025-12-16T15:33Z [---] followers, [----] engagements


"$ABVX Wondering what the mystery new indication for Obe will be something non-GI like HS or RA Think bigger"  
[X Link](https://x.com/meangenebio/status/2001514918173118716)  2025-12-18T04:48Z [---] followers, [---] engagements


"$ALT 48-week IMPACT data strengthens the pemvidutide story Continued improvement in key fibrosis NITs (ELF LSM) vs placebo added weight loss at [---] mg with no plateau and best-in-class tolerability FDA aligned on P3 path $ALT Altimmune Announces that Pemvidutide Achieved Key Measures of Success at [--] Weeks in IMPACT Phase 2b MASH T BioPharmCatalyst https://t.co/djZkOcUHtx $ALT Altimmune Announces that Pemvidutide Achieved Key Measures of Success at [--] Weeks in IMPACT Phase 2b MASH T BioPharmCatalyst https://t.co/djZkOcUHtx"  
[X Link](https://x.com/meangenebio/status/2002019156011761811)  2025-12-19T14:12Z [---] followers, [----] engagements


"$ALT The magnitude and durability from [--] [--] weeks argue for true fibrosis remodeling not transient hemodynamic effects [---] mg [---] mg placebo Composite fibrosis responder threshold (0.5 ELF reduction + 30% LSM reduction) Placebo: 3.2% [---] mg: 27.8% [---] mg: 32.4% Highly significant (p [-----] / p 0.0001) https://twitter.com/i/web/status/2002025252877214099 https://twitter.com/i/web/status/2002025252877214099"  
[X Link](https://x.com/meangenebio/status/2002025252877214099)  2025-12-19T14:36Z [---] followers, [----] engagements


"$ALT PoS to P3 Dual mechanism further validated Unmatched safety $ALT Annabel Samimy (Stiftel) + Institutions accumulating @John_Porter10 @ChrisKing189362 https://t.co/o2Flg3gyo0 $ALT Annabel Samimy (Stiftel) + Institutions accumulating @John_Porter10 @ChrisKing189362 https://t.co/o2Flg3gyo0"  
[X Link](https://x.com/meangenebio/status/2002415482461434138)  2025-12-20T16:27Z [---] followers, [---] engagements


"$ALT Sounds like they want to push dose a bit more to further deepen responses - even though they are very clearly stat sig on all metrics at [---] given the absolutely stellar safety data - this is possible for the P3 Was a BIG mistake not including 48w biopsy in P2 - cost some folks their jobs Looking forward to more detailed P2 data business plan from new CEO https://twitter.com/i/web/status/2002417296002986131 https://twitter.com/i/web/status/2002417296002986131"  
[X Link](https://x.com/meangenebio/status/2002417296002986131)  2025-12-20T16:34Z [---] followers, [---] engagements


"@Mike_Taylor1972 This has been one of my main concerns for $VKTX price deflation by the time they find a way to get to market What will the price be in [--] years"  
[X Link](https://x.com/meangenebio/status/2003475920901013704)  2025-12-23T14:40Z [---] followers, [---] engagements


"@WealthWithRG Pretty bold call on $ALT unless Durso lays that out as a top priority with some specific traction and conversations underway"  
[X Link](https://x.com/meangenebio/status/2003478767159918908)  2025-12-23T14:52Z [---] followers, [---] engagements


"@fiscal_ai If you bought $NKE shoes [--] years ago to resell they probably have a better ROI"  
[X Link](https://x.com/meangenebio/status/2003508894501646488)  2025-12-23T16:51Z [---] followers, [----] engagements


"@HOThomasWPhelps $CRVS $JNJ miss might actually help CRVS positioning Shows limits of downstream cytokine-only approach CRVS were just waiting for more proof of their thesis with Cohort [--] data in Jan"  
[X Link](https://x.com/meangenebio/status/2004591737302602194)  2025-12-26T16:34Z [---] followers, [---] engagements


"@HOThomasWPhelps Agreed there could be some early interest if $CRVS hits it out of the park with P1 data EASI-75 60-65% and EASI-90 40-45% and continued clean safety - would really separate this oral agent Would really help validate platform value"  
[X Link](https://x.com/meangenebio/status/2004596983286431809)  2025-12-26T16:55Z [---] followers, [---] engagements


"@cluelessbio @HOThomasWPhelps For sure - and agreed cross trial is not a clean way to compare My comment is specifically in the context of - what would it take for one of the interested acquirers to make a move post P1 vs waiting for more data in subsequent trials"  
[X Link](https://x.com/meangenebio/status/2004666912131919899)  2025-12-26T21:33Z [---] followers, [---] engagements


"$PGEN $INO RRP drug just got knee-capped by the FDA. Incredibly bullish for $PGEN. They essentially have zero competition for the next year+ at least. $INO RRP drug just got knee-capped by the FDA. Incredibly bullish for $PGEN. They essentially have zero competition for the next year+ at least"  
[X Link](https://x.com/meangenebio/status/2005674425036017823)  2025-12-29T16:17Z [---] followers, [---] engagements


"$SGMO Down but not out Sangamo Therapeutics Inc. $SGMO EP4667565 - METHODS AND COMPOSITIONS FOR THE TREATMENT OF FABRY DISEASE EP4667565 is a strategically positioned gene therapy application patent for Fabry and part of a larger Sangamo IP cluster. This patent application blocks AAV-based GLA gene https://t.co/BIuK6fberH Sangamo Therapeutics Inc. $SGMO EP4667565 - METHODS AND COMPOSITIONS FOR THE TREATMENT OF FABRY DISEASE EP4667565 is a strategically positioned gene therapy application patent for Fabry and part of a larger Sangamo IP cluster. This patent application blocks AAV-based GLA"  
[X Link](https://x.com/meangenebio/status/2005781317410251252)  2025-12-29T23:21Z [---] followers, [----] engagements


"@rezfszubagoly Thank you & co-authors for the $SLNO deep dive containing many novel insights Very much enjoyed the expanded history and context behind the disease and treatment approach"  
[X Link](https://x.com/meangenebio/status/2005992203743822066)  2025-12-30T13:19Z [---] followers, [---] engagements


"@HOThomasWPhelps $CRVS Would be great to see an SSc treatment that really impacts disease progression for patients there is a high unmet need in multi-organ immune fibrotic disease SSc is currently $2-3B global market with US accounting for 50-60% Thanks for sharing this paper @HOThomasWPhelps"  
[X Link](https://x.com/meangenebio/status/2006343269685379319)  2025-12-31T12:34Z [---] followers, [---] engagements


"@BioValues They did get a deal done in [----] - $40M for 35% values their flagship asset at $114M in the SPV Effectively dilutive and caps EV They stay alive Whats your expectation of market reaction @BioValues"  
[X Link](https://x.com/meangenebio/status/2006350857647034639)  2025-12-31T13:04Z [---] followers, [--] engagements


"@pick1998_2 Yes - the news was leaked and CEO sold $2M shares last week"  
[X Link](https://x.com/meangenebio/status/2006388870808850586)  2025-12-31T15:35Z [---] followers, [---] engagements


"@BiotechAnalysst $SGMO Roche g Doing anything with this partnership or just PR"  
[X Link](https://x.com/meangenebio/status/2007183992685310337)  2026-01-02T20:15Z [---] followers, [----] engagements


"$MREO Took a recovery position on 12/31 already up 46.75% 😳 Not sure if post hoc will yield anything for Setrusumab looking like a catch+release Anyone making a case for longer hold"  
[X Link](https://x.com/meangenebio/status/2007239788328575041)  2026-01-02T23:57Z [---] followers, [----] engagements


"@Franca_ole How much more IP protections do they need before they can really license this tech"  
[X Link](https://x.com/meangenebio/status/2007329148319211830)  2026-01-03T05:52Z [---] followers, [---] engagements


"$ALT Pemvi program now has multiple positives: Stat sig MASH resolution at 24w with biopsy continued deepening antifibrotic effects at 48w across validated NITs with clear dose response Weight loss without plateau at higher dose Very favorable tolerability profile with lower discontinuation than placebo Now the FDA has validated the clinical relevance of these results by granting Breakthrough FDA aligned on P3 design using biopsy endpoints and supporting the integration of the AIM-MASH AI tool to improve consistency and efficiency Combined these reduce regulatory risk shorten development"  
[X Link](https://x.com/meangenebio/status/2008160900075913549)  2026-01-05T12:57Z [---] followers, [---] engagements


"@houndcl A $PFE combo"  
[X Link](https://x.com/meangenebio/status/2008722363131760816)  2026-01-07T02:08Z [---] followers, [---] engagements


"@aggregategains @houndcl They need a game changer to pull them out of the nose-dive they have been in since Covid"  
[X Link](https://x.com/meangenebio/status/2008730634853011835)  2026-01-07T02:41Z [---] followers, [--] engagements


"@tallnfat @BIGBIRDBO [--] has [--] posters for ECCO maintenance data in Q2 and Crohns in H2 - each one will raise the price for BO LLY plane and French govt meeting Time working in favor of $ABVX longs"  
[X Link](https://x.com/meangenebio/status/2008734942562578473)  2026-01-07T02:58Z [---] followers, [---] engagements


"$SGMO Whats going on over there 🧐"  
[X Link](https://x.com/meangenebio/status/2008738746817302938)  2026-01-07T03:13Z [---] followers, [----] engagements


"$NKTR (L) Reopened NKTR position today Rezpeg AD maintenance data coming LLY settlement - unclear timing but likely to happen CRVS cohort [--] data could be a win by - comp loss MC $850M a steal for Rezpeg"  
[X Link](https://x.com/meangenebio/status/2008743679985696997)  2026-01-07T03:33Z [---] followers, [----] engagements


"But seriously though $SGMO what is going on over there Just going to keep smoking us ATM Wheres the money Lebowski"  
[X Link](https://x.com/meangenebio/status/2008759395996627169)  2026-01-07T04:35Z [---] followers, [---] engagements


"$ACHV (L) Continues to perform - vaping cessation coming next $ACHV 👀 https://t.co/qFDmfBFbQL $ACHV 👀 https://t.co/qFDmfBFbQL"  
[X Link](https://x.com/meangenebio/status/2008985844577964371)  2026-01-07T19:35Z [---] followers, [---] engagements


"$PGEN (L) Still plenty of room to run - I expect high demand and backlog - since who wants to go through multiple surgeries per year - and market will put more pressure on payers to cover $PGEN There is really ZERO competition for Papzimeos While INO-3107 has shown modest efficacy its logistical burdens lower CR rates and lack of long-term durability data position it at a major disadvantage In a disease driven by procedural fatigue and chronic recurrence $PGEN There is really ZERO competition for Papzimeos While INO-3107 has shown modest efficacy its logistical burdens lower CR rates and lack"  
[X Link](https://x.com/meangenebio/status/2008986713809650036)  2026-01-07T19:38Z [---] followers, [----] engagements


"$BCAB Down 50% in [--] weeks Around $0.40 per share the investment thesis simplifies Its no longer about Oz-V becoming a commercial success but rather a question of can BioAtla execute a funded P3 and remain solvent long enough to reach meaningful data Below $25M MC the market is already assuming dilution slow progress and no short term re-rating Return from here is driven by basic execution closing the remaining SPV funding initiating P3 and avoiding major missteps R/R starting to look more appropriate $BCAB They still need to find a way to fund their business for several years even if the SPV"  
[X Link](https://x.com/meangenebio/status/2009479494411931680)  2026-01-09T04:17Z [---] followers, [--] engagements


"$MDGL Is this an acknowledgment that single pathway is insufficient for MASH resolution and fibrosis improvement $MDGL Expands its MASH Pipeline with Exclusive Global License Agreement for Ervogastat a Phase [--] Oral DGAT-2 Inhibitor https://t.co/RFkdNmsESm $MDGL Expands its MASH Pipeline with Exclusive Global License Agreement for Ervogastat a Phase [--] Oral DGAT-2 Inhibitor https://t.co/RFkdNmsESm"  
[X Link](https://x.com/meangenebio/status/2009614592989941765)  2026-01-09T13:13Z [---] followers, [---] engagements


"@AffusoFrancesco Overshoot from mixed AA data no LLY lawsuit settlement company selling shares ATM has taken the air out of $NKTR Didnt get much traction on decent asthma data What can help it shake the funk AD maintenance data up next or lawsuit settlement"  
[X Link](https://x.com/meangenebio/status/2011057193399759110)  2026-01-13T12:46Z [---] followers, [----] engagements


"$PGEN New update confirms strong early commercialization of Papzi +200 patients enrolled in patient hub this is double since Nov Private insurance coverage has expanded to [---] million lives and Medicare and Medicaid EMA validated its marketing application progress ex-US No major diluting expected as current capital expected to support operations through to cash be Presenting at JPM on the 15th Precigen Showcases Rapid Commercialization Momentum and Growing Market Adoption of First-and-Only FDA-Approved Therapy for RRP at the 44th Annual J.P. Morgan Healthcare Conference $PGEN"  
[X Link](https://x.com/meangenebio/status/2011061186989867305)  2026-01-13T13:02Z [---] followers, [---] engagements


"Given the share sales in Q3 and Q4 it would seem they anticipated some transitory weakness with AA and LLY legal - was a bit suspect to be doing those levels of ATM before the AA readout Might have thought asthma would provide a bit of relief and show Rezpeg platform potential $NKTR I expect the next catalyst will be strong AD maintenance data Some additional clarity on how they intend to position AA could help as well SLE was tested at much higher doses and perhaps weight dosing would help with clearance and vol distribution https://twitter.com/i/web/status/2011423921929900088"  
[X Link](https://x.com/meangenebio/status/2011423921929900088)  2026-01-14T13:03Z [---] followers, [--] engagements


"@Maasta1234 Trading near cash"  
[X Link](https://x.com/meangenebio/status/2011747369638117845)  2026-01-15T10:28Z [---] followers, [---] engagements


"@basadomente Too big for $SNY they are beta pharm"  
[X Link](https://x.com/meangenebio/status/2012801455325942213)  2026-01-18T08:17Z [---] followers, [---] engagements


"$ALT The real bottleneck is not statistics but proof that NIT antifibrotic signals translate into histologic fibrosis improvement at [--] weeks versus placebo Bayesian FDA shifts are a second-order tailwind marginally improves execution odds and capital efficiency but does not meaningfully alter the skepticism surrounding pemvi $ALT Pemvi FDA $ALT  MASH Pemvi BP $ALT Pemvi FDA $ALT  MASH Pemvi BP"  
[X Link](https://x.com/meangenebio/status/2014485491819987290)  2026-01-22T23:49Z [---] followers, [---] engagements


"@Maximus_Holla Yes if Captain Kirk doesnt keep dumping shares"  
[X Link](https://x.com/meangenebio/status/2014534711683793000)  2026-01-23T03:04Z [---] followers, [--] engagements


"@thecellengineer Agreed - NITs look very promising for fibrosis improvement Also nobody assigning value to AUD and ALD"  
[X Link](https://x.com/meangenebio/status/2014581002535141574)  2026-01-23T06:08Z [---] followers, [--] engagements


"They probably were very close to a Fabry deal - the probabilities - even as I modeled them at the time were favorable for a deal based on the information we had then Time has passed and we have more information (and lack of information) The risk profile has changed significantly https://twitter.com/i/web/status/2014771565511246080 https://twitter.com/i/web/status/2014771565511246080"  
[X Link](https://x.com/meangenebio/status/2014771565511246080)  2026-01-23T18:45Z [---] followers, [--] engagements


"@thecellengineer $ALT pleased with the data & looks great vs comps too - no 52W biopsy but have to think it would have been in-line or better with a MUCH cleaner AE profile [---] dose will increase AE but likey will still be below comps and efficacy is likely to increase"  
[X Link](https://x.com/meangenebio/status/2015839144581455976)  2026-01-26T17:27Z [---] followers, [--] engagements


"@DustinHuntwn Hey Dad I can't see too good is that $ALT"  
[X Link](https://x.com/meangenebio/status/2016001316565471626)  2026-01-27T04:12Z [---] followers, [---] engagements


"$NRIX People starting to pay attention now @DmitryKovalchuk @DmitryKovalchuk Not getting much engagement on $NRIX 😮💨 There really arent many posts on X about them - its flying under-the-radar Looks like the science is getting ahead of the valuation - high burn rate definitely scaring people away @DmitryKovalchuk Not getting much engagement on $NRIX 😮💨 There really arent many posts on X about them - its flying under-the-radar Looks like the science is getting ahead of the valuation - high burn rate definitely scaring people away"  
[X Link](https://x.com/meangenebio/status/1998035348321190387)  2025-12-08T14:22Z [---] followers, [---] engagements


"@septdecoeur @neirdolife1 $CRVS is going to be $3B before end of P2"  
[X Link](https://x.com/meangenebio/status/2014770058275520588)  2026-01-23T18:39Z [---] followers, [---] engagements


"@PGainz96934 Finally getting some recognition $ALT @PGainz96934 been calling it all along the way"  
[X Link](https://x.com/meangenebio/status/2014919208799436970)  2026-01-24T04:32Z [---] followers, [--] engagements


"$CRVS This bear thesis is very thoughtful and also rests largely on theoretical concerns however not at all suggesting they are illegitimate concerns Most of the points are not directly substantiated by CRVS data - today - but could be very problematic if they came to fruition Valuation has moved in a way that $NKTR has not even though its much further along with significantly higher n They are now very well capitalized (unlike NKTR) and still expect this will be over $3B before P2 readout. Would not be surprised to see a BP or BO AD is massive market and growing there will be opportunities"  
[X Link](https://x.com/meangenebio/status/2015098139406209465)  2026-01-24T16:23Z [---] followers, [----] engagements


"$CRVS Dist of grade 3+ AEs in PTCL shows no dominant safety signal [--] events spread across [--] different types Scattered idiosyncratic occurrences rather than a consistent drug-induced toxicity pattern Would be more concern with clustered tox Data reflects heavily pre-treated immunocompromised PTCL patients where SAEs are common and often not directly attributable to the drug Gross overstatement to call a floor for AD of 26% grade 3+ AEs https://twitter.com/i/web/status/2015580193763844437 https://twitter.com/i/web/status/2015580193763844437"  
[X Link](https://x.com/meangenebio/status/2015580193763844437)  2026-01-26T00:19Z [---] followers, [---] engagements


"$ALT Great summary from MASH-TAG thanks 🙏 @thecellengineer [----] MASHTAG takeaways wrt $ALT and pemvidutide. Overall bullish sentiment IMO (trying to observe bull and bear signal) 🧵 Thread https://t.co/eiN9cxQDVf [----] MASHTAG takeaways wrt $ALT and pemvidutide. Overall bullish sentiment IMO (trying to observe bull and bear signal) 🧵 Thread https://t.co/eiN9cxQDVf"  
[X Link](https://x.com/meangenebio/status/2015839384009060456)  2026-01-26T17:28Z [---] followers, [---] engagements


"@PGainz96934 $ALT keeps making the right moves and plenty of room to run Still not getting credit for P2 NITs but some folks clearly waking up"  
[X Link](https://x.com/meangenebio/status/2016344479121473882)  2026-01-28T02:56Z [---] followers, [---] engagements


"As $SGMO approaches an insolvency point a number of actions suggest the situation is more controlled than it may appear. While no Fabry partnership has been announced and public communications have been sparse behavior behind the scenes strongly implies the company is finalizing funding. Sangamo is actively allocating resources towards a BLA - which is both complex and costly. The company recently hired a regulatory operations specialist to support electronic BLA submissions and its leadership team is publicly presenting next week on CMC toxicology and biomarker modules. It would be highly"  
[X Link](https://x.com/anyuser/status/1971064252518760940)  2025-09-25T04:08Z [---] followers, [----] engagements


"$NRIX Nurix Therapeutics launched its pivotal DAYBreak trial of bexobrutideg (NX-5948) Oral BTK degrader in relapsed/refractory CLL Prior data showed 81% ORR and clean safety profile designed to overcome BTK-inhibitor resistance Fully funded following $250M raise at 2-3% discount to market- very strong raise Program now underway toward first BTK degrader approval https://twitter.com/i/web/status/1980986304495301113 https://twitter.com/i/web/status/1980986304495301113"  
[X Link](https://x.com/meangenebio/status/1980986304495301113)  2025-10-22T13:15Z [---] followers, [----] engagements


"$CRDL Cardiol delivered P2 data in acute myocarditis showing a stat sig reduction in left ventricular mass at 12w Secondary imaging markers did not reach significance however trends support biologic activity and it is quite plausible 12w was not sufficient to observe the full therapeutic effect on ECV especially in an early-stage population like the one enrolled in ARCHER With a fully funded P3 trial in recurrent pericarditis underway a strong safety profile and no approved therapies targeting cardiac inflammation directly Cardiol is positioned well"  
[X Link](https://x.com/meangenebio/status/1995586957305696707)  2025-12-01T20:13Z [---] followers, [---] engagements


"I share concerns around the ITT v cumulative reporting of headline numbers - though $TERN was mostly transparent - would like more details on the high number of discontinuations A conservative data adjustment brings this more in-line with Scemblix - maybe small edge on speed and tbd safety https://twitter.com/i/web/status/2008232081730699726 https://twitter.com/i/web/status/2008232081730699726"  
[X Link](https://x.com/meangenebio/status/2008232081730699726)  2026-01-05T17:40Z [---] followers, [---] engagements


"$KOD First posted at $8 last AUG - today UBS PT $50 😳 $KOD still ripping $KOD still ripping"  
[X Link](https://x.com/meangenebio/status/2009038683664511174)  2026-01-07T23:05Z [---] followers, [---] engagements


"$ALT chart does not have [---] mg pemvi which will be tested in MASH P3 and was already used in obesity MOMENTUM Discontinuation was materially lower than what has been reported for survodutide and high-dose semaglutide in MASH-relevant populations Should see an uptick in AEs with some precedent that it will still be much safer than competitors https://twitter.com/i/web/status/2015757416932266272 https://twitter.com/i/web/status/2015757416932266272"  
[X Link](https://x.com/meangenebio/status/2015757416932266272)  2026-01-26T12:03Z [---] followers, [---] engagements


"$ALT Accurate assessment below - now with a very strong cash raise providing P3 runway momentum is shifting in their favor $ALT yesterday was the highest close since June [----] before [--] week MASH results. The bear thesis has been completely invalidated from a scientific standpoint since that time (Lancet pub FDA BTD AASLD late-breaker [--] week durability/deepening of endpoints). Their thesis is $ALT yesterday was the highest close since June [----] before [--] week MASH results. The bear thesis has been completely invalidated from a scientific standpoint since that time (Lancet pub FDA BTD AASLD"  
[X Link](https://x.com/meangenebio/status/2016492166680633586)  2026-01-28T12:42Z [---] followers, [---] engagements


"@ste4103 Not sure what they would be hedging with short positions"  
[X Link](https://x.com/meangenebio/status/2018399563762295259)  2026-02-02T19:02Z [---] followers, [--] engagements


"I get the sense $SGMO is hellbent on commercializing ST [---] The data speaks for itself patient anecdotes are life-altering Its widely published and remarkable it continues to age well with minimal safety concerns The cash overhang is very heavy at SGMO - positive data would move the needle if its from the pain trial - otherwise we must wait for a partnership licensing or bo deal with big economics https://twitter.com/i/web/status/2018828904933552251 https://twitter.com/i/web/status/2018828904933552251"  
[X Link](https://x.com/meangenebio/status/2018828904933552251)  2026-02-03T23:28Z [---] followers, [---] engagements


"@semodough Plenty of $SLNO bears out there If they remain focused on US launch and get EMA approval - going to be hard to argue with the cash coming in"  
[X Link](https://x.com/meangenebio/status/2011416380009308253)  2026-01-14T12:33Z [---] followers, [---] engagements


"$SGMO 8-K (Sep 30): CFO Prathyusha Duraibabu transitions to part-time but remains principal financial officer. VP Nikunj Jain named principal accounting officer (Oct 1). No deal/funding news. Duraibabus retention bonus tied to remaining through Nov [--] 2025"  
[X Link](https://x.com/anyuser/status/1973122194957017202)  2025-09-30T20:26Z [---] followers, [----] engagements


"$SGMO Pain study - changed to recruiting today"  
[X Link](https://x.com/anyuser/status/1978129574853591139)  2025-10-14T16:03Z [---] followers, 10K engagements


"$PRME You may have heard of the company Alphabet $GOOGL they are adding PRME to their portfolio see 13F"  
[X Link](https://x.com/meangenebio/status/1986780495292875099)  2025-11-07T12:59Z [---] followers, [----] engagements

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