LunarCrush LLM | creator/twitter::1338008803/posts

[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.]

[@meangenebio](/creator/twitter/meangenebio)
"$NRIX rNPV $3B vs current EV $350M Scientific position Nurix now has two validated clinical franchises - BTK degradation in hematology and CBL-B inhibition in solid-tumor immunotherapy supported by large-pharma collaborations in inflammation Financial footing +$400 M cash provides X quarters of runway to execute pivotal and expansion programs Catalyst path NX-5948 pivotal start (Q4 2025) and NX-1607 expansion readouts (2026) are key inflection points"  
[X Link](https://x.com/meangenebio/status/1979695000163394013) [@meangenebio](/creator/x/meangenebio) 2025-10-18T23:44Z XXX followers, 1075 engagements


"$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 Papzimeos delivers durable surgery-free outcomes with ease-of-use that is likely to dominate clinical and payer preference"  
[X Link](https://x.com/meangenebio/status/1978543531271868420) [@meangenebio](/creator/x/meangenebio) 2025-10-15T19:28Z XXX followers, 1442 engagements


"$ALT Finding Altimmunes Hidden Fibrosis Signal When placebo response normalizes to 2223% (consistent with Akero and 89bio 4896) and pemvidutides fibrosis improvement rises to 4245 % the treatment delta reaches 1922 points statistically significant at p 0.030.04 Modeling probability of reaching this significance at 65-75 % if 24w IMPACT Phase 2b MASH results disappointed investors after a high placebo response (26 %) and early reading on fibrosis delta (34.5 % vs XXXX %) Non-invasive biomarker data strongly suggest ongoing histologic remodeling that will become evident at the 48w readout cT1"  
[X Link](https://x.com/meangenebio/status/1980015241716170824) [@meangenebio](/creator/x/meangenebio) 2025-10-19T20:56Z XXX followers, XXX engagements


"Who is circling $ABVX to snap it up Deal size materially limits acquisition candidates Could easily go for Pre-maintenance $X - $XX B Post-maintenance $XX - $XX B Who has the financial firepower Tier X (strategic) $LLY $ABBV Tier X $JNJ $AZN $PFE"  
[X Link](https://x.com/meangenebio/status/1974898139204391398) [@meangenebio](/creator/x/meangenebio) 2025-10-05T18:03Z XXX followers, 4914 engagements


"$PGEN Market valuing it almost like nothing happened FDA first-ever approval for an RRP treatment - Papzimeos orphan drug - with demand in a population that has never had a therapy Conservatively 4x - 7x undervalued today - likely closer to 10x Launch clarity and financing optics are limiting multiple expansion Near-term share performance will hinge on payer adoption signals and avoiding a dilutive capital raise before revenue starts flowing Risk is that $460K list price and payer restrictions will slow uptake especially if insurers limit coverage to only the most severe cases. PGEN has no"  
[X Link](https://x.com/meangenebio/status/1974990367947981172) [@meangenebio](/creator/x/meangenebio) 2025-10-06T00:09Z XXX followers, 3404 engagements


"RINVOQ below Cancer Hear Attack Stroke Death Pass $ABVX obefazimod offers comparable efficacy without safety liabilities Will be best-in-class oral therapy for IBD if clean profile persists"  
[X Link](https://x.com/meangenebio/status/1975786401552867805) [@meangenebio](/creator/x/meangenebio) 2025-10-08T04:52Z XXX followers, 2596 engagements


"Those genes wont edit themselves lets go $SGMO"  
[X Link](https://x.com/meangenebio/status/1975929565542494323) [@meangenebio](/creator/x/meangenebio) 2025-10-08T14:21Z XXX followers, 4022 engagements


"$ABVX whats your next move"  
[X Link](https://x.com/meangenebio/status/1976092468346237179) [@meangenebio](/creator/x/meangenebio) 2025-10-09T01:08Z XXX followers, XXX engagements


"$PGEN +$8 billion base case (market cap) and +$18 billion bull case PGEN must deliver q/q growth favorable payer decisions and expanding physician adoption - thats when a re-rating will accelerate Could take a few quarters - that mean plenty of time to build an excellent basis"  
[X Link](https://x.com/meangenebio/status/1976510255921283111) [@meangenebio](/creator/x/meangenebio) 2025-10-10T04:49Z XXX followers, 1919 engagements


"$SRRK Been keeping an eye on this one - how often does a company rally after a CRL Lets see what happens next. Unfortunate situation with Catalent site"  
[X Link](https://x.com/meangenebio/status/1977503396027617725) [@meangenebio](/creator/x/meangenebio) 2025-10-12T22:35Z XXX followers, 1830 engagements


"$PGEN Papzimeos 3yr data is transformational Durability XX % of complete responders remain disease-free at X years with no new safety issues Broad Benefit XX % of all patients now need fewer surgeries than before therapy showing improvement even among partial responders Economic Impact Fewer surgeries cut tens of thousands in annual costs per patient making payers more willing to reimburse its $XXX k+ price Strategic Value Ends prior waning efficacy doubts validates the AdenoVerse platform and gives Precigen first-mover dominance before Inovios rival reaches market"  
[X Link](https://x.com/meangenebio/status/1977717473941332119) [@meangenebio](/creator/x/meangenebio) 2025-10-13T12:46Z XXX followers, 3283 engagements


"$BYND Just went through bankruptcy in disguise The swap today mimics a pre-packaged bankruptcy recap - just without the actual bankruptcy filing Bondholders now own XX% of the equity Capital structure resets while operations continue largely unchanged"  
[X Link](https://x.com/meangenebio/status/1977801486114668690) [@meangenebio](/creator/x/meangenebio) 2025-10-13T18:19Z XXX followers, XXX engagements


"@cb_doge Band-aid Kleenex Google branding so strong it becomes the ubiquitous term of reference Twitter pioneered the tweet Im going to send an X is nonsensical People still consider it an act of tweeting"  
[X Link](https://x.com/meangenebio/status/1979163528326980054) [@meangenebio](/creator/x/meangenebio) 2025-10-17T12:32Z XXX followers, XXX engagements


"@jawnzilla $CRVS is a name I like for Soquelitinib (you try saying that X times fast)"  
[X Link](https://x.com/meangenebio/status/1979217317801377914) [@meangenebio](/creator/x/meangenebio) 2025-10-17T16:05Z XXX followers, XXX engagements


"$CELC First company to show positive P3 results targeting the PI3K/AKT/mTOR pathway in wild-type HR/HER2 breast cancer Encompassing 6570% of all HR/HER2 patients previously untreatable by PI3K/AKT inhibitors like alpelisib or capivasertib (which require mutations) Unprecedented hazard ratios (0.24 and 0.33) Best seen in any Phase X post-CDK4/6 trial in this population Durable benefit - XXXX month DOR for the triplet indicates long disease control for responders"  
[X Link](https://x.com/meangenebio/status/1979541547873075271) [@meangenebio](/creator/x/meangenebio) 2025-10-18T13:34Z XXX followers, XXX engagements


"$NRIX STAT6 degrader program is compelling especially after this hybrid Th2/Th17 discovery Clinically relevant due to unmet need in partial/non-responders to Dupixent Strategically positioned especially if $SNY sees synergy with Dupixent franchise If Nurix/Sanofi can demonstrate STAT6 degradation suppresses both IL-13 and IL-22 output (or their transcriptional footprint) it may enable a next-gen oral therapy that improves upon Dupixents efficacy while avoiding JAKi safety issues"  
[X Link](https://x.com/meangenebio/status/1971966125186732285) [@meangenebio](/creator/x/meangenebio) 2025-09-27T15:52Z XXX followers, 1685 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 XX 2025"  
[X Link](https://x.com/meangenebio/status/1973122194957017202) [@meangenebio](/creator/x/meangenebio) 2025-09-30T20:26Z XXX followers, 7105 engagements


"$NRIX Q3 earnings out today with some new data Updated Phase 1a/1b efficacy and safety outcomes for bexobrutideg in CLL and WM showing 8184 % ORR with clean tolerability First clinical advancement (healthy-volunteer stage) for GS-6791 (IRAK4 degrader) following new preclinical proof Continuing to strengthen confidence in BTK-degrader class"  
[X Link](https://x.com/meangenebio/status/1976447622279008295) [@meangenebio](/creator/x/meangenebio) 2025-10-10T00:40Z XXX followers, XXX engagements


"$NRIX NX-1607 first-in-human first-in-class oncology program Scientifically a clear success - clinically early and quite promising Typical first-in-human immune-oncology programs rarely show confirmed responses in dose-escalation NX-1607 showing a confirmed PR + biologic activity is meaningfully better than the norm"  
[X Link](https://x.com/meangenebio/status/1979538472034865646) [@meangenebio](/creator/x/meangenebio) 2025-10-18T13:22Z XXX followers, 1610 engagements


"$CELC First company to show positive P3 results targeting the PI3K/AKT/mTOR pathway in wild-type HR/HER2 breast cancer Encompassing 6570% of all HR/HER2 patients previously untreatable by PI3K/AKT inhibitors like alpelisib or capivasertib (which require mutations) Unprecedented hazard ratios (0.24 and 0.33) Best seen in any Phase X post-CDK4/6 trial in this population Durable benefit - XXXX month DOR for the triplet indicates long disease control for responders"  
[X Link](https://x.com/meangenebio/status/1979541817558433953) [@meangenebio](/creator/x/meangenebio) 2025-10-18T13:35Z XXX followers, 3809 engagements


"@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/1979744290856374566) [@meangenebio](/creator/x/meangenebio) 2025-10-19T02:59Z XXX followers, XXX engagements


"@PGainz96934 @Biotech2k1 $ALT Yes MASH/NASH & AUD/ALD 48w is gonna hit stat sig on fibrosis improvement What are those placebo patients on anyway"  
[X Link](https://x.com/meangenebio/status/1980024863722238450) [@meangenebio](/creator/x/meangenebio) 2025-10-19T21:34Z XXX followers, XX 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.]

@meangenebio "$NRIX rNPV $3B vs current EV $350M Scientific position Nurix now has two validated clinical franchises - BTK degradation in hematology and CBL-B inhibition in solid-tumor immunotherapy supported by large-pharma collaborations in inflammation Financial footing +$400 M cash provides X quarters of runway to execute pivotal and expansion programs Catalyst path NX-5948 pivotal start (Q4 2025) and NX-1607 expansion readouts (2026) are key inflection points"
X Link @meangenebio 2025-10-18T23:44Z XXX followers, 1075 engagements

"$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 Papzimeos delivers durable surgery-free outcomes with ease-of-use that is likely to dominate clinical and payer preference"
X Link @meangenebio 2025-10-15T19:28Z XXX followers, 1442 engagements

"$ALT Finding Altimmunes Hidden Fibrosis Signal When placebo response normalizes to 2223% (consistent with Akero and 89bio 4896) and pemvidutides fibrosis improvement rises to 4245 % the treatment delta reaches 1922 points statistically significant at p 0.030.04 Modeling probability of reaching this significance at 65-75 % if 24w IMPACT Phase 2b MASH results disappointed investors after a high placebo response (26 %) and early reading on fibrosis delta (34.5 % vs XXXX %) Non-invasive biomarker data strongly suggest ongoing histologic remodeling that will become evident at the 48w readout cT1"
X Link @meangenebio 2025-10-19T20:56Z XXX followers, XXX engagements

"Who is circling $ABVX to snap it up Deal size materially limits acquisition candidates Could easily go for Pre-maintenance $X - $XX B Post-maintenance $XX - $XX B Who has the financial firepower Tier X (strategic) $LLY $ABBV Tier X $JNJ $AZN $PFE"
X Link @meangenebio 2025-10-05T18:03Z XXX followers, 4914 engagements

"$PGEN Market valuing it almost like nothing happened FDA first-ever approval for an RRP treatment - Papzimeos orphan drug - with demand in a population that has never had a therapy Conservatively 4x - 7x undervalued today - likely closer to 10x Launch clarity and financing optics are limiting multiple expansion Near-term share performance will hinge on payer adoption signals and avoiding a dilutive capital raise before revenue starts flowing Risk is that $460K list price and payer restrictions will slow uptake especially if insurers limit coverage to only the most severe cases. PGEN has no"
X Link @meangenebio 2025-10-06T00:09Z XXX followers, 3404 engagements

"RINVOQ below Cancer Hear Attack Stroke Death Pass $ABVX obefazimod offers comparable efficacy without safety liabilities Will be best-in-class oral therapy for IBD if clean profile persists"
X Link @meangenebio 2025-10-08T04:52Z XXX followers, 2596 engagements

"Those genes wont edit themselves lets go $SGMO"
X Link @meangenebio 2025-10-08T14:21Z XXX followers, 4022 engagements

"$ABVX whats your next move"
X Link @meangenebio 2025-10-09T01:08Z XXX followers, XXX engagements

"$PGEN +$8 billion base case (market cap) and +$18 billion bull case PGEN must deliver q/q growth favorable payer decisions and expanding physician adoption - thats when a re-rating will accelerate Could take a few quarters - that mean plenty of time to build an excellent basis"
X Link @meangenebio 2025-10-10T04:49Z XXX followers, 1919 engagements

"$SRRK Been keeping an eye on this one - how often does a company rally after a CRL Lets see what happens next. Unfortunate situation with Catalent site"
X Link @meangenebio 2025-10-12T22:35Z XXX followers, 1830 engagements

"$PGEN Papzimeos 3yr data is transformational Durability XX % of complete responders remain disease-free at X years with no new safety issues Broad Benefit XX % of all patients now need fewer surgeries than before therapy showing improvement even among partial responders Economic Impact Fewer surgeries cut tens of thousands in annual costs per patient making payers more willing to reimburse its $XXX k+ price Strategic Value Ends prior waning efficacy doubts validates the AdenoVerse platform and gives Precigen first-mover dominance before Inovios rival reaches market"
X Link @meangenebio 2025-10-13T12:46Z XXX followers, 3283 engagements

"$BYND Just went through bankruptcy in disguise The swap today mimics a pre-packaged bankruptcy recap - just without the actual bankruptcy filing Bondholders now own XX% of the equity Capital structure resets while operations continue largely unchanged"
X Link @meangenebio 2025-10-13T18:19Z XXX followers, XXX engagements

"@cb_doge Band-aid Kleenex Google branding so strong it becomes the ubiquitous term of reference Twitter pioneered the tweet Im going to send an X is nonsensical People still consider it an act of tweeting"
X Link @meangenebio 2025-10-17T12:32Z XXX followers, XXX engagements

"@jawnzilla $CRVS is a name I like for Soquelitinib (you try saying that X times fast)"
X Link @meangenebio 2025-10-17T16:05Z XXX followers, XXX engagements

"$CELC First company to show positive P3 results targeting the PI3K/AKT/mTOR pathway in wild-type HR/HER2 breast cancer Encompassing 6570% of all HR/HER2 patients previously untreatable by PI3K/AKT inhibitors like alpelisib or capivasertib (which require mutations) Unprecedented hazard ratios (0.24 and 0.33) Best seen in any Phase X post-CDK4/6 trial in this population Durable benefit - XXXX month DOR for the triplet indicates long disease control for responders"
X Link @meangenebio 2025-10-18T13:34Z XXX followers, XXX engagements

"$NRIX STAT6 degrader program is compelling especially after this hybrid Th2/Th17 discovery Clinically relevant due to unmet need in partial/non-responders to Dupixent Strategically positioned especially if $SNY sees synergy with Dupixent franchise If Nurix/Sanofi can demonstrate STAT6 degradation suppresses both IL-13 and IL-22 output (or their transcriptional footprint) it may enable a next-gen oral therapy that improves upon Dupixents efficacy while avoiding JAKi safety issues"
X Link @meangenebio 2025-09-27T15:52Z XXX followers, 1685 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 XX 2025"
X Link @meangenebio 2025-09-30T20:26Z XXX followers, 7105 engagements

"$NRIX Q3 earnings out today with some new data Updated Phase 1a/1b efficacy and safety outcomes for bexobrutideg in CLL and WM showing 8184 % ORR with clean tolerability First clinical advancement (healthy-volunteer stage) for GS-6791 (IRAK4 degrader) following new preclinical proof Continuing to strengthen confidence in BTK-degrader class"
X Link @meangenebio 2025-10-10T00:40Z XXX followers, XXX engagements

"$NRIX NX-1607 first-in-human first-in-class oncology program Scientifically a clear success - clinically early and quite promising Typical first-in-human immune-oncology programs rarely show confirmed responses in dose-escalation NX-1607 showing a confirmed PR + biologic activity is meaningfully better than the norm"
X Link @meangenebio 2025-10-18T13:22Z XXX followers, 1610 engagements

"@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 @meangenebio 2025-10-19T02:59Z XXX followers, XXX engagements

"@PGainz96934 @Biotech2k1 $ALT Yes MASH/NASH & AUD/ALD 48w is gonna hit stat sig on fibrosis improvement What are those placebo patients on anyway"
X Link @meangenebio 2025-10-19T21:34Z XXX followers, XX engagements