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[@RNAiAnalyst](/creator/twitter/RNAiAnalyst)
"@calvi_robe85532 What can $SLN do that $alny cannot It amazes me that over the last XX years they still seem stuck in GalNAc-liver RNAi while the competition has zoomed passed them"  
[X Link](https://x.com/RNAiAnalyst/status/1979186902889537864) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-17T14:05Z 20.6K followers, XXX engagements


"Anybody knows whether 'Dear Leader' got an mRNA or the $nvax protein covid vax $bntx $mrna"  
[X Link](https://x.com/RNAiAnalyst/status/1976967600807834104) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-11T11:06Z 20.5K followers, 5786 engagements


"$rna DM1-- $srpt $ pepg $dyn"  
[X Link](https://x.com/RNAiAnalyst/status/1953129678824243712) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-08-06T16:22Z 20.5K followers, 3519 engagements


"$pepg stock is held almost exclusively by tutes e.g. RA Capital (32%) Point72 (8%); I seem to be the only tax-paying non-tute 😜. Regardless considering $RNA and $DYN market caps of $6B and $2B respectively would be unfair to see offering at anything less than $300M pre-money. $pepg should have announced data first then do an offering after full trading day. Maybe RA Capital wants to add more and that's why"  
[X Link](https://x.com/RNAiAnalyst/status/1970961941343715457) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-24T21:22Z 20.5K followers, 6370 engagements


"More success for locally delivered #AAV gene therapy. $qure $regn $alsen.pa $bntc"  
[X Link](https://x.com/RNAiAnalyst/status/1977439464655085702) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-12T18:21Z 20.5K followers, 9894 engagements


"This guy nailed it. FILL-FINISH.I remember @JMaraganore X decades ago stressing that work not done until fill-finish secured. The irony is that Askshay Vaishnaw went from $ALNY to $SRRK"  
[X Link](https://x.com/RNAiAnalyst/status/1977732814633087069) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-13T13:47Z 20.6K followers, 6481 engagements


"Down-to-earth data-based discussion of $pepg's DM1 program safety and efficacy. $dyn $rna"  
[X Link](https://x.com/RNAiAnalyst/status/1978588482315378977) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-15T22:27Z 20.6K followers, 8677 engagements


"Prediction: $ALNY will acquire RNAi player $RNA. DM1 is a similar-sized opportunity with ATTR-CM. $alny can make case of developing next-gen DM1 and FSHD medicines plus new muscle franchise"  
[X Link](https://x.com/RNAiAnalyst/status/1978841255783063872) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-16T15:11Z 20.6K followers, 5982 engagements


"@AssafSaadon Next stop: earnings. Otherwise no (Elevidys) news is good news here. Will be interesting how $srpt time the clinical trial news"  
[X Link](https://x.com/RNAiAnalyst/status/1979197326607384802) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-17T14:46Z 20.5K followers, XXX engagements


"$nktr these bitter legal fights NEVER end with an acquisition never. Wondering how many billions the betaville rumor mill has made from gullible retail"  
[X Link](https://x.com/RNAiAnalyst/status/1979258342422770150) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-17T18:48Z 20.6K followers, 11.5K engagements


"$mltx the notion that SLK is a failed drug in HS is of course so ridiculous for anybody having basic reading skills. Biotech has become so infectiously consensus people have stopped thinking independently"  
[X Link](https://x.com/RNAiAnalyst/status/1974165917543379120) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-03T17:33Z 20.6K followers, 9332 engagements


"$srpt convened an expert panel on enhancing safety of Elevdiys. Observations: in both cases of ALF liver enzymes first increased X weeks post dose death 11weeks post dose (predictable time-course). #bilirubin was not increased in both fatalities shortly after liver enzyme increases vs no such observations in the XX non-fatal ALIs No relationship with weight/dose but likely liver health (steatosis) and consumptive coagulopathy may ultimately cause of T cell-initiated fatal course. Recs: more sensitive monitoring of liver tox markers; TREAT at earliest sign of liver enzyme increase with"  
[X Link](https://x.com/RNAiAnalyst/status/1976972698564575558) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-11T11:26Z 20.6K followers, 16.8K engagements


"Pretty much all these #Duchenne's drugs solidly lower serum creatine kinase indicating halt/slowing of muscle damage.but functional benefit more difficult to demonstrate -- do these drugs need to be combined with regeneration-enhancing modalities How abt myostatin inhibition etc"  
[X Link](https://x.com/RNAiAnalyst/status/1977145476790231299) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-11T22:53Z 20.6K followers, 3527 engagements


"$srrk $regn smart resourceful traders probably have a list with upcoming PDUFAs for new formulations that rely on the Catalent site. Can I see this list Catalent insiders probably shorting all of them now"  
[X Link](https://x.com/RNAiAnalyst/status/1977780133915189686) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-13T16:55Z 20.6K followers, 6612 engagements


"$EDIT just read up on LDL-R upregulation data in NHP.90-98% LDL-c reduction WITH EASE. A program to watch"  
[X Link](https://x.com/RNAiAnalyst/status/1978442686387368189) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-15T12:47Z 20.6K followers, 21.2K engagements


"$abvx in presentation CEO commended team on keeping placebo response low (by limiting enrolment in certain geographies etc) pointing to other recent examples i.e. $mltx and $sny. We all know these'failed' drugs are all active; most of the game is about pbo response mgmt"  
[X Link](https://x.com/RNAiAnalyst/status/1978472361184927943) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-15T14:45Z 20.6K followers, 6715 engagements


"$akro $omer new CEO blessing a number of deals Next signature under $prqr deal"  
[X Link](https://x.com/RNAiAnalyst/status/1978473642833981816) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-15T14:50Z 20.6K followers, 3882 engagements


"$10B.that is the combined market cap of major DM1 players $RNA $DYN and $PEPG; add to this $VRTX w/ a approach and stage similar to $PEPG. $RNA also prices in large FSHD opportunity. DM1 is one of the largest genetic disease categories larger than CF. Combined market cap could ultimately be $50B in 2029. There is also likely a succession of therapies coming onto market that improve on earlier approved drugs: 1) $RNA: most advanced evidence of fct improvements but probably least effective on molecular level (CASI) 2) $DYN: a year behind $RNA but CASI superior and impressive fct data at WMS25"  
[X Link](https://x.com/RNAiAnalyst/status/1978743257090642124) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-16T08:42Z 20.6K followers, 4797 engagements


"$mgx remember this pure-play CRISPR Co (partnered with $IONS) trades XX% BELOW CASH"  
[X Link](https://x.com/RNAiAnalyst/status/1978846977975525447) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-16T15:34Z 20.6K followers, 3877 engagements


"Worth noting that among the first CNPVs issued is an #AAV gene therapy DB-OTO. $REGN $SRPT"  
[X Link](https://x.com/RNAiAnalyst/status/1979100955590205821) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-17T08:23Z 20.6K followers, 7986 engagements


"@FidelisAurelius @calvi_robe85532 Maybe it ends up being superior to $PTGX drug not only dosing advantage. Competes with $ions' most closely. $sln"  
[X Link](https://x.com/RNAiAnalyst/status/1979277671889834220) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-17T20:05Z 20.6K followers, XXX engagements


"$DYN FDA is right to ask for functional (vHOT) endpoint instead of abstract splicing index for AA in DM1. It's good for everybody really. $PEPG $RNA"  
[X Link](https://x.com/RNAiAnalyst/status/1934948230745202794) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-06-17T12:16Z 20.5K followers, 3111 engagements


"$srpt 2027 convertible debt burden down from $1.2B to $450M with remainder largerly deferred to 2030: Seems like bankruptcy a highly unlikely scenario now and full steam ahead with #RNAi pipeline. $arwr"  
[X Link](https://x.com/RNAiAnalyst/status/1958488907894661520) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-08-21T11:18Z 20.5K followers, 11.3K engagements


"$ALNY $REGN: The POWER of #genetic medicine illustrated: (complement C5) mono RNAi better than RNAi-mAb combo despite XX% vs XX% complement assay inhibition respectively for myasthenia gravis. -- why I also expect $NTLA's ATTR and HAE treatment to kick ass. $SLN"  
[X Link](https://x.com/RNAiAnalyst/status/1960333599183696078) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-08-26T13:28Z 20.5K followers, 6131 engagements


"$SLN may be the first RNAi casualty due to competition from China. This Co has done X over last decade in terms of progressing their tech incl extrahepatic delivery as more+more partnering competition for Lpa complement etc emerges"  
[X Link](https://x.com/RNAiAnalyst/status/1961437276828839985) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-08-29T14:34Z 20.5K followers, 2390 engagements


"$vor down XX% today on US possibly about to scrutinize #China deals. $vor seems to have licensed an amazing asset but is also an example of how China's dumping strategy has been harming 'real' US biotech"  
[X Link](https://x.com/RNAiAnalyst/status/1965880106548867130) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-10T20:48Z 20.5K followers, 2767 engagements


"$SNY's anti-TNFalpha-OX40 dual-targeting nanobody rocks in hidradenitis supp with unprecedented p2 HiSCR75 delta of XX% (cf $MLTX's dual targeting-nanobody 29%)"  
[X Link](https://x.com/RNAiAnalyst/status/1968219253297066113) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-17T07:43Z 20.5K followers, 11.2K engagements


"$BIIB $IONS CRL issued for another SMA drug today high-dose nusinersen; and once again it is because of CMC"  
[X Link](https://x.com/RNAiAnalyst/status/1970590861407985885) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-23T20:47Z 20.5K followers, 5574 engagements


"$qure $pepg today we are seeing groundbreaking data for X of the most common severe monogenic diseases: Huntington's and myotonic dystrophy type X. A XXXX% splicing correction hints at a cure for muscle-related issues in DM1; for Huntington's exon 1-knockdown will ultimately be complemented by strategies to slow down triplett expansion"  
[X Link](https://x.com/RNAiAnalyst/status/1970963092935770452) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-24T21:26Z 20.5K followers, 11.2K engagements


"@_financeken @Vulpescap Beautiful dose response. For measuring splice correction n=6 is adequate. $pepg"  
[X Link](https://x.com/RNAiAnalyst/status/1970964530764415440) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-24T21:32Z 20.5K followers, XXX engagements


"$PEPG disrupts myotonic dystrophy type X (blog): $RNA $DYNE $VRTX $TRDA"  
[X Link](https://x.com/RNAiAnalyst/status/1971128732049080715) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-25T08:24Z 20.5K followers, 4080 engagements


"$qure IMO the coming intrathecal RNAi competition need to show superiority to one-time AMT-130. Life-long progressive disease. $alny $arwr"  
[X Link](https://x.com/RNAiAnalyst/status/1971485227894833480) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-26T08:01Z 20.5K followers, 4056 engagements


"$ALNY presents potentially game-changing argument for why ATTR-CM patients should take a silencer and not a stabilizer. -- vutrisiran reduces gastrointestinal events REGARDLESS of 1) tafamidis (which does not reduce baseline gastro effects) and 2) mutant or wild-type ATTR-CM. This is a reminder that ATTR is a multi-system disease and stabilizers possibly only good for cardiomyopathy manifestations. Important readthrough to $BBIO and $NTLA"  
[X Link](https://x.com/RNAiAnalyst/status/1972721472612216934) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-29T17:53Z 20.5K followers, 10.5K engagements


"💪week: $RNA (also M&A rumors) $DYN (pin action+WMS) $PEPG $SRPT (WMS25). $qure AMT-130 data presentation"  
[X Link](https://x.com/RNAiAnalyst/status/1974756848688591306) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-05T08:41Z 20.5K followers, 4511 engagements


"$ovid m2c: new data not THAT exciting. A step forward. Instead would argue stock action more reflective of current stage of biotech revival giving companies w/ earlier-stage assets but with credible expertise (be it platform or disease-specific here epilepsy) new lease on life"  
[X Link](https://x.com/RNAiAnalyst/status/1974757641403470008) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-05T08:44Z 20.5K followers, 3245 engagements


"$dyne sometimes when you are at the conference u are last to see data release PR. Saw the DM1 data this morning and was impressed by continued improvements and CNS-related symptom benefits. $rna $pepg"  
[X Link](https://x.com/RNAiAnalyst/status/1975850170433818797) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-08T09:06Z 20.5K followers, 2770 engagements


"While I see $pepg leading in terms of likely muscle benefits in DM1 remains to be seen how non-muscle symptoms with this cationic peptide conjugate improve relative to the tfr1-targeted antibody conjugates of $rna and $dyne. Similar with $arwr $srpt DM1"  
[X Link](https://x.com/RNAiAnalyst/status/1975850822560055703) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-08T09:08Z 20.5K followers, 3302 engagements


"#SMA there is no apparent disadvantage from treating CNS only after intrathecal ASO (nusinersen) admin vs systemic small molecule (risdiplam). Very comprehensive analysis. $ions $biib $ptct"  
[X Link](https://x.com/RNAiAnalyst/status/1975870890593399051) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-08T10:28Z 20.5K followers, 2659 engagements


"Decision was last week @statnews reports this morning after new bullish Elevidys data out. Mmh. $srpt"  
[X Link](https://x.com/RNAiAnalyst/status/1975882188139950193) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-08T11:13Z 20.5K followers, 12.7K engagements


"$srpt no sirolimus PROPHYLAXIS X of XX with acute liver injury. Sirolimus prophylaxis: zero of X. Proph well tolerated. Single center experience"  
[X Link](https://x.com/RNAiAnalyst/status/1975894253953004000) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-08T12:01Z 20.5K followers, 12.3K engagements


"$ntla $srpt cant see Adam's tweets but is he squealing yet Do his handlers need to up the retainer"  
[X Link](https://x.com/RNAiAnalyst/status/1975969912473649393) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-08T17:01Z 20.5K followers, 8466 engagements


"$60B MC $alny's biz dev team needs to be summarily fired for not taking advantage of #CRISPR firesale prices not long ago. CRISPR $ntla will eat a lot of its market share in the not too distant future. What were they thinking"  
[X Link](https://x.com/RNAiAnalyst/status/1975988277321793649) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-08T18:14Z 20.5K followers, 4831 engagements


"$srpt getting more and more bullish ahead of earnings: 1) no more deaths since ambulatory only 2) sirolimus as backup (will have to see whether prophylaxis or on-demand wins out) 3) current market would support a $srpt pipeline even without Elevidys"  
[X Link](https://x.com/RNAiAnalyst/status/1975989905487757494) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-08T18:21Z 20.5K followers, 11.7K engagements


"@Hall8Jack Maybe one of the $clpt people on here should educate him on the delivery. The videos of the striatum getting precisely filled/saturated with drug are beautiful. $qure"  
[X Link](https://x.com/RNAiAnalyst/status/1976028252046332183) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-08T20:53Z 20.5K followers, XXX engagements


"@richtrades100 Of course it is about color $srpt provide about current market dynamics plus progress on successfully implementing sirolimus"  
[X Link](https://x.com/RNAiAnalyst/status/1976218711997796448) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-09T09:30Z 20.5K followers, XXX engagements


"Seems like the industry sees (compensated) cirrhosis pop to be key to commercial success of liver-targeted MASH drugs. $akro $mdgl"  
[X Link](https://x.com/RNAiAnalyst/status/1976228968882897345) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-09T10:11Z 20.5K followers, 4292 engagements


"$prqr I will jinx it but the only explanation for not hearing anything from the company would be M&A. Anything else would be reason for panic. Will have to see whether $nvo jas some leftovers in poxkets after today's $akro acquisition"  
[X Link](https://x.com/RNAiAnalyst/status/1976374585684787578) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-09T19:49Z 20.5K followers, 3727 engagements


"Small #CRISPR platform Co (see also $MGX) Mammoth Biosciences showcases ApoC3 disruption data in NHPs. XX% ApoC3 lowering. Wants to enter clinic for FCS in 2026 to compete with $IONS $ARWR. Looks like nuclease-based. I would recommend base or prime also for gene inhibition"  
[X Link](https://x.com/RNAiAnalyst/status/1976389811872125192) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-09T20:50Z 20.5K followers, 3349 engagements


"@anna51296106 $srpt is now studying sirolimus in non-ambulatory. My guess is that if safety positive then back on label h2 2026. $srpt"  
[X Link](https://x.com/RNAiAnalyst/status/1976986829141512425) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-11T12:22Z 20.5K followers, 1592 engagements


"@JoseRestonVA What about the CVR Basically for free just have to tie up capital for a bit. Or are you concerned abt antitrust Could there also be a higher offer from $mrk $akro"  
[X Link](https://x.com/RNAiAnalyst/status/1976992142246760813) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-11T12:43Z 20.5K followers, XXX engagements


"Most important slide. Note how soon bilirubin moves.quite different from non-fatal ALIs. Question for AAV aficionados: is there similar pattern in past cases of systemic AAV ALFs $srpt"  
[X Link](https://x.com/RNAiAnalyst/status/1977023845153624178) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-11T14:49Z 20.5K followers, 10.8K engagements


"$qure after the initial euphoria and acknowledging the credibility of KOL Tabrizi and Wild can sense a heated bull-bear battle bubbling up. Think $srpt Elevidys. There are vested interests that dont like AMT-130. I also predict that Adam F will become their spokesperson"  
[X Link](https://x.com/RNAiAnalyst/status/1977141339281313898) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-11T22:36Z 20.5K followers, 6645 engagements


"50% huntingtin exon X kd better than XX% full-length. $qure"  
[X Link](https://x.com/RNAiAnalyst/status/1977401217828401476) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-12T15:49Z 20.6K followers, 10.2K engagements


"$ntla this Biocryst acquisition of $atxs made my day. First claimimf that patients CLEARLY prefer oral for prophylaxis now saying 'sorry we lied to you: every X months and less often much better'. Clearly freaking out about the coming one-time cure. $bcrx"  
[X Link](https://x.com/RNAiAnalyst/status/1978103253142237254) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-14T14:19Z 20.5K followers, 7048 engagements


"$mgx moving"  
[X Link](https://x.com/RNAiAnalyst/status/1978846540056711359) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-16T15:32Z 20.5K followers, 2761 engagements


"$NTLA unlike vutrisiran mNIS+7 improves in majority of ATTR-PN patients after NTLA-2001 one time treatment. Another @NEJM publication in the bag. $alny"  
[X Link](https://x.com/RNAiAnalyst/status/1971219595408310791) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-25T14:25Z 20.5K followers, 3796 engagements


"$NTLA I believe the ATTR-PN phase X data will be even better than the one reported today mainly because p3 does not include patients that had progressed on $ALNY's RNAi agents before. As you can see they did worse than knockdown-naive subjects"  
[X Link](https://x.com/RNAiAnalyst/status/1971291795968622899) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-09-25T19:12Z 20.5K followers, 4231 engagements


"$alny doses 1st patient in 11k subject CVOT of biannual anti-hypertensive #angiotensinogen RNAi. Triggers $300M milestone from partner Roche"  
[X Link](https://x.com/RNAiAnalyst/status/1973354407413842255) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-01T11:48Z 20.5K followers, 3246 engagements


"@GeneInvesting 100k in US/EU each. Highly underdiagnosed. Could be more. Partly trolling $ALNY but for their own good. I'm just an internet guy ;)"  
[X Link](https://x.com/RNAiAnalyst/status/1978843218553848051) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-16T15:19Z 20.5K followers, XXX engagements


"@JacksonBlu68114 Primarily a slow speed of weight loss that initially masks quality of weight loss and metabolic/immunologic parameters. Also upcoming data won't cover all use cases for inhibitin E knockdown so need to digest what data could mean for those. $wve $arwr"  
[X Link](https://x.com/RNAiAnalyst/status/1979989753853358331) [@RNAiAnalyst](/creator/x/RNAiAnalyst) 2025-10-19T19:15Z 20.6K followers, XXX engagements