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[@crashkolnikov](/creator/twitter/crashkolnikov)
"DB-OTO awarded National Priority Voucher meaning decision within 1-2 months of filing. Having only entered trials in mid-23 it could be on the market XXX years later if approved What else has moved that fast outside Operation Warp Speed $REGN"  
[X Link](https://x.com/crashkolnikov/status/1979112539230274016) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-17T09:09Z XXX followers, XXX engagements


"New two-parter on $PTC. In Part X we'll take a look at PTC's strategy and its various growth levers as well as context around how PTC arrived at its current position. In Part X we'll go deeper into products"  
[X Link](https://x.com/crashkolnikov/status/1971585829979165071) [@crashkolnikov](/creator/x/crashkolnikov) 2025-09-26T14:41Z XXX followers, XXX engagements


"Looks like DB-OTO could be the leading contender for the first "not invented here" approval at $REGN. The other is cemdisiran but it's filing later without FTD. DB-OTO could be approval no. XX or XX depending whether garetosmab gets there first"  
[X Link](https://x.com/crashkolnikov/status/1977749161035301202) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-13T14:51Z XXX followers, 1065 engagements


"New $REGN post looking at the possibility of a coming franchise in hearing loss - a massive area of unmet need. News this week indicates REGN is moving quickly to regulatory submission in the first of numerous genetic targets"  
[X Link](https://x.com/crashkolnikov/status/1978459932732080613) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-15T13:56Z XXX followers, 1166 engagements


"Were hearing the company may make it available either at an extremely low price or for free which of course is part of a national priority to make drugs more affordable so we would love that Sounds like $REGN might not be planning to make any money on DB-OTO. But as I point out above there's a lot more coming from them in this field - next up is GJB2 which is much less rare"  
[X Link](https://x.com/crashkolnikov/status/1979114370295578726) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-17T09:16Z XXX followers, XXX engagements


"@BiotechVantage What am I missing about cemdisiran +/- pozelimab It seems to be one of $REGN 's potential sleeper assets that no one seems to care about. gMG PNH GA. + they've told us recently additional indications are coming"  
[X Link](https://x.com/crashkolnikov/status/1960338247973781671) [@crashkolnikov](/creator/x/crashkolnikov) 2025-08-26T13:47Z XXX followers, XXX engagements


"$BRKR getting material NMR orders from US universities again"  
[X Link](https://x.com/crashkolnikov/status/1974074735379271907) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-03T11:31Z XXX followers, XXX engagements


""Why Regeneron is giving away sequencing for free" (answer: for access to the data) $REGN"  
[X Link](https://x.com/crashkolnikov/status/1974130814012305444) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-03T15:13Z XXX followers, 1080 engagements


"The Life & Times of Being a $REGN Owner"  
[X Link](https://x.com/crashkolnikov/status/1976016022621814817) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-08T20:05Z XXX followers, 3565 engagements


"$REGN planning DB-OTO US regulatory submission this year"  
[X Link](https://x.com/crashkolnikov/status/1977387833766629416) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-12T14:56Z XXX followers, 2035 engagements


"The Rolls of Rolls-Royce talking about BEVs in 1900: They are perfectly noiseless and clean. There is no smell or vibration and they should become very useful for town use when fixed charging stations can be arranged. But for country use I do not anticipate they will be very serviceable - at least for many years to come"  
[X Link](https://x.com/crashkolnikov/status/1977693815927349329) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-13T11:12Z XXX followers, XXX engagements


"New $BRKR pitch from @jeremie0117"  
[X Link](https://x.com/crashkolnikov/status/1978359905170972833) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-15T07:18Z XXX followers, XXX engagements


"@jeremie0117 And dont forget to check out my $BRKR deep dive if you havent yet. I posted X months too early but still excited about it Theres a paywall now but newbies can still cash in a voucher to read for free"  
[X Link](https://x.com/crashkolnikov/status/1978360203008450648) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-15T07:20Z XXX followers, XXX engagements


"@MetacriticCap @amir Like Intel handed the Apple business to TSMC Microsoft hands the OpenAI business to Oracle"  
[X Link](https://x.com/crashkolnikov/status/1979288417092669566) [@crashkolnikov](/creator/x/crashkolnikov) 2025-10-17T20:48Z XXX followers, XX engagements