[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.] [@mike98572986](/creator/twitter/mike98572986) "$clpt $qure $rgnx Very good post by James Wilson big difference between those programs and the above companies the above companies are doing exactly this This contrasts with the relatively good safety profile of the broader portfolio of AAV products that deliver lower doses of systemic vector or use localized routes of administration. Overall low doses direct delivery As doctor Nicole Paulk has said Low doses + local admin = the way"  [@mike98572986](/creator/x/mike98572986) on [X](/post/tweet/1944904778636779711) 2025-07-14 23:40:08 UTC XXX followers, 2783 engagements "@DesertDweller93 @Mulsahram Only thing he said was we will get cohort X data in a couple weeks basically just saying on the earnings call so yeah nothing new"  [@mike98572986](/creator/x/mike98572986) on [X](/post/tweet/1946964174841774431) 2025-07-20 16:03:26 UTC XXX followers, XX engagements "At the end of the day best thing we can all do is stay humble this game is extremely hard if Novartis can spend a billion dollars upfront and a couple months later find out that drug is likely useless do I believe that I can do the due diligence of a company like them Definitely not it is a perfect example of how tough biotech truly is. All each individual can do is what they are comfortable with understand the risks and go from there. I think anyone that has extreme confidence in anything is likely fooling ourselves. All we can do is make bets that make sense to each individual and live with"  [@mike98572986](/creator/x/mike98572986) on [X](/post/tweet/1945901343904047506) 2025-07-17 17:40:08 UTC XXX followers, XXX engagements "Some thoughts on $qure and amt-130 $Clpt and $capr I had been thinking about amt-130 and was looking over some past calls and notes that I thought would be good to discuss. Sometimes as information comes up it is good to look backwards. I had been thinking about why they are so confident on the upcoming X year data. Q1 2025 conference call On X questions. So number one how confident are you on the 3-year follow-up data on the cUHDRS And what would you consider as a good outcome And I have a follow-up. Sure. As you know we've been monitoring these patients for a long time. We have not been"  [@mike98572986](/creator/x/mike98572986) on [X](/post/tweet/1944628144436293841) 2025-07-14 05:20:53 UTC XXX followers, 3012 engagements "Or we can also argue if there is another drug for hd that is coming out very near term that will be a threat (better numbers easier to do etc) that would be another good bear thesis imo"  [@mike98572986](/creator/x/mike98572986) on [X](/post/tweet/1945890080939471223) 2025-07-17 16:55:22 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@mike98572986
"$clpt $qure $rgnx Very good post by James Wilson big difference between those programs and the above companies the above companies are doing exactly this This contrasts with the relatively good safety profile of the broader portfolio of AAV products that deliver lower doses of systemic vector or use localized routes of administration. Overall low doses direct delivery As doctor Nicole Paulk has said Low doses + local admin = the way"
@mike98572986 on X 2025-07-14 23:40:08 UTC XXX followers, 2783 engagements
"@DesertDweller93 @Mulsahram Only thing he said was we will get cohort X data in a couple weeks basically just saying on the earnings call so yeah nothing new" @mike98572986 on X 2025-07-20 16:03:26 UTC XXX followers, XX engagements
"At the end of the day best thing we can all do is stay humble this game is extremely hard if Novartis can spend a billion dollars upfront and a couple months later find out that drug is likely useless do I believe that I can do the due diligence of a company like them Definitely not it is a perfect example of how tough biotech truly is. All each individual can do is what they are comfortable with understand the risks and go from there. I think anyone that has extreme confidence in anything is likely fooling ourselves. All we can do is make bets that make sense to each individual and live with" @mike98572986 on X 2025-07-17 17:40:08 UTC XXX followers, XXX engagements
"Some thoughts on $qure and amt-130 $Clpt and $capr I had been thinking about amt-130 and was looking over some past calls and notes that I thought would be good to discuss. Sometimes as information comes up it is good to look backwards. I had been thinking about why they are so confident on the upcoming X year data. Q1 2025 conference call On X questions. So number one how confident are you on the 3-year follow-up data on the cUHDRS And what would you consider as a good outcome And I have a follow-up. Sure. As you know we've been monitoring these patients for a long time. We have not been" @mike98572986 on X 2025-07-14 05:20:53 UTC XXX followers, 3012 engagements
"Or we can also argue if there is another drug for hd that is coming out very near term that will be a threat (better numbers easier to do etc) that would be another good bear thesis imo" @mike98572986 on X 2025-07-17 16:55:22 UTC XXX followers, XXX engagements