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[@occams_tooth](/creator/twitter/occams_tooth)
"Thoughts on $REGN DB-OTOF: 1) Remarkable data: 9/12 pts meaningful improvement & 3/12 normal 2) Tough commercial case: US 20-50 pts / yr ; compete w/ cochlear implants 3) $REGN a genetic medicine powerhouse: 10+ clinical genetic med programs ( $ALNY $NTLA Mammoth collabs)"  
[X Link](https://x.com/occams_tooth/status/1977747230858629369) [@occams_tooth](/creator/x/occams_tooth) 2025-10-13T14:44Z XXX followers, 1053 engagements


"$BMY buys Orbital for $1.5B cash. Non viral in vivo CART for autoimmune and onc. $BEAM a winner here; I think they own 20-30% of the company. Beam BD is excellent. $700M+ in non dilutive financing across: $PFE ($300M) $APLS ($75M) $SANA ($50M) Orbital ($300M+)"  
[X Link](https://x.com/occams_tooth/status/1976613718222893295) [@occams_tooth](/creator/x/occams_tooth) 2025-10-10T11:40Z XXX followers, XXX engagements


"$CRSP strategy appears to be fast-follower programs + strong execution: - Copied $VERV pipeline when they added their in vivo CV programs - Copying $PRME & Tessera pipeline now with CasRT for AATD Not a bad strategy for value creation but scientifically uninspiring"  
[X Link](https://x.com/occams_tooth/status/1976659229454082088) [@occams_tooth](/creator/x/occams_tooth) 2025-10-10T14:40Z XXX followers, XXX engagements


"CBOs / CorpDev heads tend to be pretty successful as biotech CEOs: - $MTSR (ex- MedCo CorpDev) - $RNA (ex $IONS CBO) - $APGE (ex $BBIO CBO) - $BEAM (ex $AGIO CorpDev) - $IRON (ex-Acceleron CBO) - $CRSP (hired as CBO) $20B+ in mkt cap from the very incomplete list above"  
[X Link](https://x.com/occams_tooth/status/1976781460515570163) [@occams_tooth](/creator/x/occams_tooth) 2025-10-10T22:46Z XXX followers, XXX engagements


"@EricTopol @nytimes @PamBelluck Fascinating article. Looking forward to the BIIB080 P2 readout in 1H 2026 (IT anti tau). $BIIB $LLY $ARWR"  
[X Link](https://x.com/occams_tooth/status/1976346306982580708) [@occams_tooth](/creator/x/occams_tooth) 2025-10-09T17:57Z XXX followers, 1841 engagements


"Merck KGaA stating a drug has near half-blockbuster potential One of the funnier things Ive seen in an investor presentation $MRK.DE"  
[X Link](https://x.com/occams_tooth/status/1978949899279302929) [@occams_tooth](/creator/x/occams_tooth) 2025-10-16T22:23Z XXX followers, XXX engagements


"Tour de force presentation at $IONS R&D day today. X launches by end-27 (incl. partnered programs) New data showing deepening of response in the Angelmans program is particularly impressive. Will be interesting to see how the market develops and is shared bw $RARE and $IONS"  
[X Link](https://x.com/occams_tooth/status/1975719367330627916) [@occams_tooth](/creator/x/occams_tooth) 2025-10-08T00:26Z XXX followers, XXX engagements


"Evercore note on PDUFA date change for $DNLI Seems trivial. Astonishing that this is classified as a Major Amendment and led to a X month delay to the PDUFA date"  
[X Link](https://x.com/occams_tooth/status/1978072551260569950) [@occams_tooth](/creator/x/occams_tooth) 2025-10-14T12:17Z XXX followers, XXX engagements


"@RNAiAnalyst If $ALNY were to make an acquisition I think its more likely to be one that adds capabilities (eg gene editing / Ab) rather than another oligo player. Maybe $NTLA $BEAM $PRME"  
[X Link](https://x.com/occams_tooth/status/1978948288372969500) [@occams_tooth](/creator/x/occams_tooth) 2025-10-16T22:16Z XXX followers, XXX engagements


"Smart move from $REGN Commercial oppty for DB-OTO is small: 20-50 pts / yr in the US and tough competition from cochlear implants If they can only treat 10pts/ yr may as well price low and buy goodwill from the administration which can benefit the company more broadly"  
[X Link](https://x.com/occams_tooth/status/1979217928739283343) [@occams_tooth](/creator/x/occams_tooth) 2025-10-17T16:08Z XXX followers, XXX engagements