[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Soeren_Berlin](/creator/twitter/Soeren_Berlin) "@BiotechAnalysst Really appreciate your words @BiotechAnalysst Big thanks to anyone taking the time to read. 🫶"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1949113616927760680) 2025-07-26 14:24:33 UTC XXX followers, XXX engagements "I consider this deep dive on $SGMO my small way of giving back to the biotech community ( $SRPT $ABVX $URGN $NTLA )hope it helps spark good discussions. Thanks to anyone who takes the time to read. Special shoutouts: @A_May_MD You opened my eyes to $ABVX prior to takeoff hope I return the favor here. @GeneInvesting Appreciate our shared interest in $NTLA would love your take. @RNAiAnalyst I really like your conservative biotech approach & am always happy to see new posts from you; given our mutual $SRPT views very curious about your $SGMO thoughts after taking a read. @MartinShkreli I always"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1949123810982040038) 2025-07-26 15:05:04 UTC XXX followers, 21.2K engagements "Much appreciated @jewcypickle. The offer Im referring to was structured more as a strategic VC-style infusion explicitly anchored to the recent Fabry data. This data truly represents a pivotal inflection point for Sangamo dramatically shifting their valuation dynamics. Sangamo currently holds multiple leverage points beyond current stock price due to active conversations with different potential partners and different strategies/exit cases creating optionality for management. While the mentioned option isnt publicly documented Im personally not uncertain about its authenticity. Given that the"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1949261385285656896) 2025-07-27 00:11:44 UTC XXX followers, XXX engagements "Totally understand the frustration Anthony. We cant influence the past though only the future. IMO the recent stellar Fabry data was exactly the final piece Sangamo needed to deliver on the inflection point targeted by their recent ill-looking dilution. Id encourage reading my latest analysis freshwithout past biases. Mistakes have been made but a new chapter is due. Past performance isnt always indicative of the future neither for success or failure - especially with new pivotal data. Sangamo feels ready for a meaningful reset"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1949126300506919130) 2025-07-26 15:14:57 UTC XXX followers, XXX engagements "Not quite. There is usually lots of flexibility. Even if $SRPT Elevidys stays offline Sareptas PMO trio still reliably brings $900M/yr in revenue for the foreseeable future plenty of room for covenant flexibility - especially if paired with aggressive restructuring. No lenders interest is to bring a strong commercial biotech player down. Especially not in an environment with dry powder money amassing interest rates getting lowered and missing proven/interesting options to apply cash. Calling their other programs worthless without Elevidys is hyperbolicthese assets remain highly attractive as"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1948885481988456696) 2025-07-25 23:18:02 UTC XXX followers, XXX engagements "Whos gonna get fired first $SRPT $REPL $LRMR $OCGN $OMER Is there a bet on @Kalshi already 🤣"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1948832889942278443) 2025-07-25 19:49:03 UTC XXX followers, 1140 engagements "$SRPT outside Elevidys they have three PMOs likely to generate $800M-$1.2B revenue a year. With aggressive workforce cuts PMO cash flows existing cash current & future credit lines (even better rates and higher loans post interest cuts & increased profitability) Sarepta easily clears debt obligations. Looks compelling as lean biotech turnaroundor prime buyout target"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1948878360790401251) 2025-07-25 22:49:44 UTC XXX followers, 1714 engagements "Appreciate it Tyler Regarding the FDA handling I previously covered my stance in a reply: As for capsid concerns (AAV similarity to Elevidys) the answer is more complex as there are countless contributing factors but simply put: No Im not concerned at all. Opposite actually - I even see Sangamo and their capsids as mid-& long-term solution to the problems that $SRPT and many others are facing. Sngamos STAC-BBB capsid is significantly more advanced showing 700x-1400x higher brain delivery efficiency vs conventional AAV9 vectors (such as used by Elevidys). This increased efficiency greatly"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1949498233518018663) 2025-07-27 15:52:53 UTC XXX followers, XXX engagements "$SRPT $REPL $CAPR I personally have no issue at all with legitimate thoughtful and evidence-based decisions. The problem here: there was already a voluntary hold. Then $SRPT communicated theyd agreed with FDA to continue ambulant cases under a black-label while improving dosing for non-ambulant patients before planning a full rollout again (about X months later). This news sent the stock skyrocketingonly for the FDA to abruptly reverse course and fully halt the program 24h later (which punched e.g. @RNAiAnalyst) citing a completely unrelated death from a separate phase X trial which they"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1949962303798968490) 2025-07-28 22:36:56 UTC XXX followers, 1042 engagements "If I were to sit on $SRPT board (stock $XXXXX close XX Jul XX FDA hold) Id kill the handbrake & go crisistodominance. $SRPT $SGMO $RGNX $CAPR $VYGR X phases XX mo zero excuses. 👇 🔴 XXX mo Stop bleed: Vol pause nonambulant Elevidys dump full heptox data Type A FDA in XX d Keep ambulant sales push urgency (like it could go any-day) Hire someone like John Maraganore (exALNY) as Co-CEO for instant trust 💰 Finance: Draw full $XXX M revolver (SOFR + XXXX %) PIPE: Roche buys XX % @ VWAP + XX % ($29/sh) once emotions calm Shelf $XXX M converts for XX refi 🛒 Blitz-Acquire $SGMO for $250350 M (3"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1947037141478867135) 2025-07-20 20:53:23 UTC XXX followers, 2690 engagements "Considering my $SRPT posts I felt bad not mentioning my favourite high conviction play so I wrote a deep-dive on $SGMO before it has its breakthrough moment in the weeks to come P.S. @mvcinvesting @nataninvesting Love your views and deep dives and hope this is gonna be useful to you guys too"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1948949625030713359) 2025-07-26 03:32:54 UTC XXX followers, 9744 engagements "$SRPT Reality Check (again): Likely bottomed (max $9) - cant imagine news that pushes it lower. All punches fully absorbed worst-case priced in. Clear actionable turnaround steps ahead: X. Massive Cuts (30-50% possibly 70%): Immediate path to profitability on PMOs alone (no Elevidys needed). X. CEO Replacement & Exec Shakeup: good look for accountability credibility and symbolic reset. X. Side Quest (think Epic vs Apple significance): Industry-level moveoust Vinay Prasad. Sareptas allies positioned to get this done symbolically ideally before CEO change. ✅ These alone transform Sarepta into a"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1948845162916184248) 2025-07-25 20:37:49 UTC XXX followers, 2399 engagements "@mahasr199 Even with PMO tail risk theres plenty of runway to bank profits slim down operations and secure improved loan terms. Enough cushion to absorb any worst-case PMO hit and come out leaner strongeror prime for acquisition"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1948879579579650129) 2025-07-25 22:54:34 UTC XXX followers, XXX engagements "@RNAiAnalyst I agree. I'm XX% allocated into $SGMO awaiting news any day otherwise I'd double down on $SRPT now. A buyout seems increasingly likely. For now $SGMO is the priority with potential reallocation later"  [@Soeren_Berlin](/creator/x/Soeren_Berlin) on [X](/post/tweet/1948458015062970825) 2025-07-24 18:59:26 UTC XXX followers, 1333 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Soeren_Berlin
"@BiotechAnalysst Really appreciate your words @BiotechAnalysst Big thanks to anyone taking the time to read. 🫶"
@Soeren_Berlin on X 2025-07-26 14:24:33 UTC XXX followers, XXX engagements
"I consider this deep dive on $SGMO my small way of giving back to the biotech community ( $SRPT $ABVX $URGN $NTLA )hope it helps spark good discussions. Thanks to anyone who takes the time to read. Special shoutouts: @A_May_MD You opened my eyes to $ABVX prior to takeoff hope I return the favor here. @GeneInvesting Appreciate our shared interest in $NTLA would love your take. @RNAiAnalyst I really like your conservative biotech approach & am always happy to see new posts from you; given our mutual $SRPT views very curious about your $SGMO thoughts after taking a read. @MartinShkreli I always" @Soeren_Berlin on X 2025-07-26 15:05:04 UTC XXX followers, 21.2K engagements
"Much appreciated @jewcypickle. The offer Im referring to was structured more as a strategic VC-style infusion explicitly anchored to the recent Fabry data. This data truly represents a pivotal inflection point for Sangamo dramatically shifting their valuation dynamics. Sangamo currently holds multiple leverage points beyond current stock price due to active conversations with different potential partners and different strategies/exit cases creating optionality for management. While the mentioned option isnt publicly documented Im personally not uncertain about its authenticity. Given that the" @Soeren_Berlin on X 2025-07-27 00:11:44 UTC XXX followers, XXX engagements
"Totally understand the frustration Anthony. We cant influence the past though only the future. IMO the recent stellar Fabry data was exactly the final piece Sangamo needed to deliver on the inflection point targeted by their recent ill-looking dilution. Id encourage reading my latest analysis freshwithout past biases. Mistakes have been made but a new chapter is due. Past performance isnt always indicative of the future neither for success or failure - especially with new pivotal data. Sangamo feels ready for a meaningful reset" @Soeren_Berlin on X 2025-07-26 15:14:57 UTC XXX followers, XXX engagements
"Not quite. There is usually lots of flexibility. Even if $SRPT Elevidys stays offline Sareptas PMO trio still reliably brings $900M/yr in revenue for the foreseeable future plenty of room for covenant flexibility - especially if paired with aggressive restructuring. No lenders interest is to bring a strong commercial biotech player down. Especially not in an environment with dry powder money amassing interest rates getting lowered and missing proven/interesting options to apply cash. Calling their other programs worthless without Elevidys is hyperbolicthese assets remain highly attractive as" @Soeren_Berlin on X 2025-07-25 23:18:02 UTC XXX followers, XXX engagements
"Whos gonna get fired first $SRPT $REPL $LRMR $OCGN $OMER Is there a bet on @Kalshi already 🤣" @Soeren_Berlin on X 2025-07-25 19:49:03 UTC XXX followers, 1140 engagements
"$SRPT outside Elevidys they have three PMOs likely to generate $800M-$1.2B revenue a year. With aggressive workforce cuts PMO cash flows existing cash current & future credit lines (even better rates and higher loans post interest cuts & increased profitability) Sarepta easily clears debt obligations. Looks compelling as lean biotech turnaroundor prime buyout target" @Soeren_Berlin on X 2025-07-25 22:49:44 UTC XXX followers, 1714 engagements
"Appreciate it Tyler Regarding the FDA handling I previously covered my stance in a reply: As for capsid concerns (AAV similarity to Elevidys) the answer is more complex as there are countless contributing factors but simply put: No Im not concerned at all. Opposite actually - I even see Sangamo and their capsids as mid-& long-term solution to the problems that $SRPT and many others are facing. Sngamos STAC-BBB capsid is significantly more advanced showing 700x-1400x higher brain delivery efficiency vs conventional AAV9 vectors (such as used by Elevidys). This increased efficiency greatly" @Soeren_Berlin on X 2025-07-27 15:52:53 UTC XXX followers, XXX engagements
"$SRPT $REPL $CAPR I personally have no issue at all with legitimate thoughtful and evidence-based decisions. The problem here: there was already a voluntary hold. Then $SRPT communicated theyd agreed with FDA to continue ambulant cases under a black-label while improving dosing for non-ambulant patients before planning a full rollout again (about X months later). This news sent the stock skyrocketingonly for the FDA to abruptly reverse course and fully halt the program 24h later (which punched e.g. @RNAiAnalyst) citing a completely unrelated death from a separate phase X trial which they" @Soeren_Berlin on X 2025-07-28 22:36:56 UTC XXX followers, 1042 engagements
"If I were to sit on $SRPT board (stock $XXXXX close XX Jul XX FDA hold) Id kill the handbrake & go crisistodominance. $SRPT $SGMO $RGNX $CAPR $VYGR X phases XX mo zero excuses. 👇 🔴 XXX mo Stop bleed: Vol pause nonambulant Elevidys dump full heptox data Type A FDA in XX d Keep ambulant sales push urgency (like it could go any-day) Hire someone like John Maraganore (exALNY) as Co-CEO for instant trust 💰 Finance: Draw full $XXX M revolver (SOFR + XXXX %) PIPE: Roche buys XX % @ VWAP + XX % ($29/sh) once emotions calm Shelf $XXX M converts for XX refi 🛒 Blitz-Acquire $SGMO for $250350 M (3" @Soeren_Berlin on X 2025-07-20 20:53:23 UTC XXX followers, 2690 engagements
"Considering my $SRPT posts I felt bad not mentioning my favourite high conviction play so I wrote a deep-dive on $SGMO before it has its breakthrough moment in the weeks to come P.S. @mvcinvesting @nataninvesting Love your views and deep dives and hope this is gonna be useful to you guys too" @Soeren_Berlin on X 2025-07-26 03:32:54 UTC XXX followers, 9744 engagements
"$SRPT Reality Check (again): Likely bottomed (max $9) - cant imagine news that pushes it lower. All punches fully absorbed worst-case priced in. Clear actionable turnaround steps ahead: X. Massive Cuts (30-50% possibly 70%): Immediate path to profitability on PMOs alone (no Elevidys needed). X. CEO Replacement & Exec Shakeup: good look for accountability credibility and symbolic reset. X. Side Quest (think Epic vs Apple significance): Industry-level moveoust Vinay Prasad. Sareptas allies positioned to get this done symbolically ideally before CEO change. ✅ These alone transform Sarepta into a" @Soeren_Berlin on X 2025-07-25 20:37:49 UTC XXX followers, 2399 engagements
"@mahasr199 Even with PMO tail risk theres plenty of runway to bank profits slim down operations and secure improved loan terms. Enough cushion to absorb any worst-case PMO hit and come out leaner strongeror prime for acquisition" @Soeren_Berlin on X 2025-07-25 22:54:34 UTC XXX followers, XXX engagements
"@RNAiAnalyst I agree. I'm XX% allocated into $SGMO awaiting news any day otherwise I'd double down on $SRPT now. A buyout seems increasingly likely. For now $SGMO is the priority with potential reallocation later" @Soeren_Berlin on X 2025-07-24 18:59:26 UTC XXX followers, 1333 engagements