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# ![@GeneInvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1246632233579896833.png) @GeneInvesting Gene Investing w/Anthony 🧬

Investors and analysts are eagerly awaiting upcoming data from Intellia Therapeutics ($NTLA) and Beam Therapeutics ($BEAM), which could be catalysts for the gene editing sector. Discussions are ongoing about the potential of various gene editing companies, including Prime Therapeutics ($PRME), CRISPR Therapeutics ($CRSP), and others, with some expressing optimism about their prospects. The sector is also seeing increased interest from big tech companies, with Google already investing in several biotechs, leading some to speculate about potential future developments.

### Engagements: XXXXX [#](/creator/twitter::1246632233579896833/interactions)
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### Mentions: XX [#](/creator/twitter::1246632233579896833/posts_active)
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### Followers: XXXXXX [#](/creator/twitter::1246632233579896833/followers)
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### CreatorRank: XXXXXXXXX [#](/creator/twitter::1246632233579896833/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XXXX% [nba](/list/nba)  XXXX%

**Social topic influence**
[$ntla](/topic/$ntla) #3, [$prme](/topic/$prme) #6, [$beam](/topic/$beam) #6, [$crsp](/topic/$crsp) #4, [$bbio](/topic/$bbio) #6, [$alny](/topic/$alny) #5, [transient](/topic/transient) #30, [history](/topic/history) 4.17%, [cascade](/topic/cascade) #117, [$regn](/topic/$regn) #11

**Top accounts mentioned or mentioned by**
[@zhaoweiasu](/creator/undefined) [@rnaianalyst](/creator/undefined) [@janvdes](/creator/undefined) [@solariumearth](/creator/undefined) [@aedwards02](/creator/undefined) [@mohagoldstein](/creator/undefined) [@michaelmaiello](/creator/undefined) [@biopharmiq](/creator/undefined) [@techinvestoor](/creator/undefined) [@investingif](/creator/undefined) [@si0xac4742](/creator/undefined) [@lordhodler](/creator/undefined) [@crisprspace](/creator/undefined) [@jfais20](/creator/undefined) [@gudivadabalu](/creator/undefined) [@morty_soley](/creator/undefined) [@decoakley](/creator/undefined) [@3primeanalytica](/creator/undefined) [@a_may_md](/creator/undefined) [@carefree201215](/creator/undefined)

**Top assets mentioned**
[Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [BEAM (BEAM)](/topic/$beam) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Muhdo Hub (DNA)](/topic/$dna)
### Top Social Posts
Top posts by engagements in the last XX hours

"$IONS Dawnzera is a solid efficacy HAE drug Yet Highlighted portion below shows theyve had liver elevations of at least Grade X (thus far $NTLA has only shown X Grade X for HAE). Also highlighted part shows theyve had discontinuations due to liver function test increases. Chronically dosed medicines have much higher bar on these liver elevations. Intellia only needs to mitigate a X week window Ionis needs to mitigate an infinite amount of time. 4w or 8w subcutaneous dosing 💉 Week 5-25 showed 60-87% reduction OLE showed 92-93% reduction XX% for X year attack free rate is strong COST 🟰"  
[X Link](https://x.com/GeneInvesting/status/1986838618103808320)  2025-11-07T16:50Z 15.1K followers, 3013 engagements


"Zero highly effective therapies exist for ATTR today. Highly effective doesnt equal XX% worsening of heart function on average within XXX years. Unless my definition of highly effective differs tremendously with others 🤷🏻♂ $NTLA $BBIO"  
[X Link](https://x.com/GeneInvesting/status/1987249951693492729)  2025-11-08T20:04Z 15.1K followers, 5328 engagements


"2/ One of the most impressive parts of this data IMO 🤯 X We knew the 19600+ baseline patient died at Day XXX (cant count him against Intellia considering other trials had 8500 max and KOL said this patient wouldnt have lived X months without Nex Z). X One at Day XXX X One at Day XXX X One at Day 1204 (All unrelated to treatment) We know Intellia had more patients above 8500 baseline so Id love to find out if any of these X were. For now lets count them against Intellia. That puts their survival at 35/35 at XX months (100%) 34/35 at XX months (97.1%) 👏 And possibly 34/34 if second death was"  
[X Link](https://x.com/GeneInvesting/status/1987991955935211814)  2025-11-10T21:13Z 15.1K followers, 2635 engagements


"Should I count the 19600+ baseline NT-proBNP death in survival calculations $ALNY and $BBIO had only 8500 max If I dont count $NTLA XX month survival = 34/35 (97.1%) If I do count them = 34/36 (94.4%) ALNY had XX% survival (healthiest group) BBIO had XX% survival"  
[X Link](https://x.com/GeneInvesting/status/1988046166467244141)  2025-11-11T00:48Z 15.1K followers, 2486 engagements


"$BBIO investors will look you straight in the eye and tell you Attruby Nex Z and expect you to not laugh. $NTLA XX MONTH DATA 📊 NTLA BBIO Survival: 94.4-97.1%* XX% NT-proBNP: XXXX XXXX 6MWT: +6m (median) -55m (mean) KCCQ: +4 (median) -XX (mean) Variant: XX% XXX% NYHA Class III: XX% XXXX% NYHA Class III BBIO patients actually performed worse than placebo for the X most important endpoints patients at XX months walked farther on average on placebo than BBIO drug (-26.51m vs. -24.54m pbo) * XXXX% if not counting 19600+ patient **mean for NTLA 6MWT likely X based on being zero no change at 12"  
[X Link](https://x.com/GeneInvesting/status/1988344178586382680)  2025-11-11T20:32Z 15.1K followers, 3965 engagements


"$PRME $BEAM $NTLA $CRSP Change my mind"  
[X Link](https://x.com/GeneInvesting/status/1990077801785880964)  2025-11-16T15:21Z 15.1K followers, 5721 engagements


"Its about to get FUN. @Shea_ARK @CathieDWood TOTAL GAME CHANGER 💪 $PRME $BEAM $NTLA $CRSP $ARKG"  
[X Link](https://x.com/GeneInvesting/status/1990554113608987043)  2025-11-17T22:54Z 15.1K followers, 5317 engagements


"Do these people understand they just cured HAE These calls for should trade under cash are getting ridiculous. $NTLA"  
[X Link](https://x.com/GeneInvesting/status/1990560116379406426)  2025-11-17T23:18Z 15.1K followers, 5373 engagements


"Leave any $PRME or $NTLA questions below Or $BEAM $CRSP"  
[X Link](https://x.com/GeneInvesting/status/1991167706469658861)  2025-11-19T15:32Z 15.1K followers, 5527 engagements


"My educated guess is that the $NTLA situation is based on two main things: 1) TTR target has certain HLA types more prone to neoepitope formation 2) Age of the TTR patients means much lower hepatic reserve on average (more prone to liver elevations) I do not believe the lack of Grade 3/4 in HAE is simply due to XXX HAE patients dosed versus XXX ATTR patients. Would become more clear if Phase X HAE trial confirms zero Grade 3/4 (likely no 4s or we probably wouldve heard) and if Phase X ATTR has many Grade 3s and more than X Grade 4s (considering company said X% of XXX with Grade X that means"  
[X Link](https://x.com/GeneInvesting/status/1991287531539935365)  2025-11-19T23:28Z 15.1K followers, 3525 engagements


"The dichotomy between HAE patients excitement and $NTLA stock price is one for the history books. Its fascinating how the market expected perfection for the largest one and done trial in historya trial thats larger than all that came before it combined and with extremely old patients. 1) Need issue to be ATTR related and keep HAE safety pristine (helps if zero Grade 3/4s occurred in HAE pivotal) 2) Need a path forward that can dramatically reduce this risk through exclusion/mitigation etc 3) Need FDA letter/company color to paint a potential for fast hold removal. 3/3 and stock could get back"  
[X Link](https://x.com/GeneInvesting/status/1991588575838945592)  2025-11-20T19:24Z 15.1K followers, 3344 engagements


"Cure HAE they said Itll be fun they said Not sure if there is another example of curing a disease with significant TAM and being valued barely above cash. $NTLA I also find it comical how sure people are that Nex Z is dead. The odds that the FDA essentially throws Nex Z in the trash can are extremely low. This is the largest one and done trial in history and with likely the oldest population. Add in fact they just reported the best ever ATTR-PN data and best ever ATTR-CM data on literally every single metric and you simply do not can something this promising. Bigger question will be how much"  
[X Link](https://x.com/GeneInvesting/status/1991900269333090379)  2025-11-21T16:03Z 15.1K followers, 3658 engagements


"I was writing a long post about my current $NTLA safety thoughts but Ill just sum it up If it can be demonstrated that the immune toxicity is driven by transient neoepitopes then steroid bridging in theory should be adequate to prevent the subsequent T-cell immune response cascade. This isnt like AAV based gene therapies where the problems last for months/years this is a short/transient window that will hopefully be perfect for steroid bridging etc. The reason this one patient succumbed to this is likely due to low hepatic reserve due to age and extra comorbidities (also could have an HLA"  
[X Link](https://x.com/GeneInvesting/status/1992627274513096826)  2025-11-23T16:12Z 15.1K followers, 4060 engagements


"$NTLA has accomplished things that no other company in history has accomplished. HAE has been essentially perfect in all ways and very few companies are successful on their first drug. ATTR has dosed more people than any one and done in history and only had one obese 80+ year old with comorbidities pass away with essentially ZERO mitigation or exclusion. Other drugs kill way more people from simply being weak drugs. By far best in class data on both drugs. What does that great track record get you $966m MC with $670m cash+equivalents. Why invest in biotech 🤔 Market is treating the stock like"  
[X Link](https://x.com/GeneInvesting/status/1992992595983937770)  2025-11-24T16:23Z 15.1K followers, 4821 engagements


"Im bored this week so if you missed this episode its a must listen 🎧 Actual HAE patient joined us to describe their experience with HAE. $NTLA"  
[X Link](https://x.com/GeneInvesting/status/1993400719463137381)  2025-11-25T19:25Z 15.1K followers, 3830 engagements


"If there were truly no Grade 3/4 liver enzyme elevations in the Phase X HAE trial that means roughly XX patients were dosedwith XX receiving a second dosewithout any liver-related SAEs. $NTLA Once the placebo group is crossed over and dosed the total number of treated patients will exceed XXX still with no Grade 3/4s. At that point the pattern becomes hard to ignore. Especially if we learn how many Grade 3/4 ALT/AST elevations are occurring in ATTR Magnitude X and X it will strongly suggest that this is a target-dependent phenomenonone that is likely exacerbated by low hepatic reserve (due to"  
[X Link](https://x.com/GeneInvesting/status/1993424993544491504)  2025-11-25T21:02Z 15.1K followers, 3834 engagements


"I dont understand why some people expect this $NTLA problem to not be transient. Seems unlikely that all other liver elevations were transient besides this X patient. To our knowledge this patient is the only patient who received any medical intervention whatsoever. Based on liver elevations from Phase X ATTR youd imagine the 450+ patients in Phase X had XX Grade 3/4 or more. Considering the timing is the same (Day 21-35) youd expect the mechanism to be the same. Obviously was transient on all other cases but this patient likely had extra low hepatic reserve and/or comorbidities that"  
[X Link](https://x.com/GeneInvesting/status/1993715164550734301)  2025-11-26T16:15Z 15.1K followers, 3461 engagements


"I hope we get the FDA letter today after hours. $NTLA Its been a rough X weeks of waiting. Short % is idiotic imo"  
[X Link](https://x.com/GeneInvesting/status/1993755066269065394)  2025-11-26T18:53Z 15.1K followers, 7582 engagements


"@RNAiAnalyst Real questions will be how arbitration between beam and prime go and how legal fight eventually goes between Tessera and Prime"  
[X Link](https://x.com/GeneInvesting/status/1995501961765167455)  2025-12-01T14:35Z 15.1K followers, XXX engagements


"Important to note: $REGN although stupid imo for spending money on a litigation nightmare is giving yet another Big Pharma blessing to CRISPR and most importantly Prime editing $PRME. Expect multiple deals in 2026. Tessera was more desperate for this deal IMO and one could assume Prime and Regeneron also discussed a similar deal"  
[X Link](https://x.com/GeneInvesting/status/1995525720324649318)  2025-12-01T16:09Z 15.1K followers, 3463 engagements


"3/ Lets compare to the other companies XX month Survival: $NTLA XXXX% $ALNY XX% (extremely healthy patients) $BBIO XX% Lets extrapolate this to 1000 patients dosed per year with each drug Intellia 971/1000 survive (29 deaths) ALNY 880/1000 survive (120 deaths) BBIO 840/1000 survive (160 deaths) Who is killing patients 🤔"  
[X Link](https://x.com/GeneInvesting/status/1987993620025430300)  2025-11-10T21:19Z 15.1K followers, 4692 engagements


"This data alone will make it much easier for $NTLA to get off FDA hold ATTR-PN XX month data (Makes leading drug in world look like trash) If their data wasnt by far the best weve ever seen then it would be more concerning definitely still need some explanation and that color will determine how much it can rebound but Nex Z is far from done"  
[X Link](https://x.com/GeneInvesting/status/1992008895913689338)  2025-11-21T23:15Z 15.1K followers, 5372 engagements


"Once management determines the information is material they typically disclose via a current-report filing (Form 8-K) which must be filed within four business days of the triggering event. $NTLA Considering letter shouldve been received by Friday the company should give us details by this upcoming Thursday at latest"  
[X Link](https://x.com/GeneInvesting/status/1995308322841620768)  2025-12-01T01:45Z 15.1K followers, 9600 engagements


"@PaweGowacki16 Id love by Christmas. Hopefully 🤞"  
[X Link](https://x.com/GeneInvesting/status/1997532423303884974)  2025-12-07T05:03Z 15.1K followers, XXX engagements


"I dare shorts to listen to this look at the fact Nex Z is unequivocally better than Vutrisiran and Acoramidis and then sleep well holding a short position. $NTLA Reminder: Heart function worsens on average by XX% in XXX years on $BBIO drug & Vutrisiran $ALNY has 3x more of harmful protein floating around at Month XX compared to what Intellia has at Month X and XX. Baby KJs doc on bottom left below"  
[X Link](https://x.com/GeneInvesting/status/1984628035946234362)  2025-11-01T14:26Z 15.1K followers, 10.5K engagements


"Leading ATTR-CM KOLs in the world understand how absolutely incredible $NTLA is. This patient referenced below (with a 19624 baseline NT-proBNP) wouldnt have been close to being allowed on trials from competitors. $BBIO and $ALNY had 8500 max for their inclusion/exclusion. Intellia gave this patient an extra year or more of life and had XXX% of patients alive at XX months. If you dont include that extremely severe case they had XXX% alive at XX month median (12-27 month range). Definitely expect more deaths in this extremely old and severe group of patients come Monday but likely Intellia"  
[X Link](https://x.com/GeneInvesting/status/1986825714352710141)  2025-11-07T15:58Z 15.1K followers, 5823 engagements


"Two other visuals that show Nex-z is FAR from done $NTLA $ALNY $BBIO And this is with the worst patients and Alnylam had the healthiest group"  
[X Link](https://x.com/GeneInvesting/status/1992259513425289448)  2025-11-22T15:50Z 15.1K followers, 6583 engagements


"Im feeling increasingly confident that even if $NTLA cant identify strong exclusion criteria a well-designed steroid bridge should be sufficient to prevent future Hys Law cases. Critics assume the neoantigen/neoepitope phenomenon is persistent but the data suggests the opposite. All prior patients with significant liver enzyme elevations (including likely multiple Grade X and some Grade X cases in the Magnitude trial) recovered without any immunosuppressive intervention which strongly implies the antigen window is transient and self-resolving in typical cases. This makes it highly plausible"  
[X Link](https://x.com/GeneInvesting/status/1993053971364401441)  2025-11-24T20:27Z 15.1K followers, 7491 engagements


"I am thankful that $NTLA cured HAE and that the XX% short interest will have to cover once they realize Nex Z still has a clear path to blockbuster status ($1b+ year) still. Also thankful that prime editing and base editing were invented $PRME $BEAM to cure even more diseases"  
[X Link](https://x.com/GeneInvesting/status/1994074076193935819)  2025-11-27T16:01Z 15.1K followers, 7834 engagements


"Top XX had X from China X from South Korea X from Taiwan X from USA We have work to do. @Ginkgo should try to help USA participation levels $DNA"  
[X Link](https://x.com/GeneInvesting/status/1995520015068754278)  2025-12-01T15:47Z 15.1K followers, 2934 engagements


"Guaranteed question about Tessera/Regeneron tomorrow $PRME $REGN Hopefully @Allan_Reine doesnt hold any punches"  
[X Link](https://x.com/GeneInvesting/status/1995564309804712339)  2025-12-01T18:43Z 15.1K followers, 3727 engagements


"HUGE for rare disease biotechs $PRME $BEAM $NTLA $CRSP The Rare Pediatric Disease Priority Review Voucher (PRV) Program expired in December 2024"  
[X Link](https://x.com/GeneInvesting/status/1995610997642703155)  2025-12-01T21:48Z 15.1K followers, 12K engagements


"I asked the CEO to not pull punches today and he DID NOT disappoint 😤 $PRME $CRSP $REGN Tessera They are really just sort of copying They call it Syntase but its still prime editing Believe well get paid one way or another"  
[X Link](https://x.com/GeneInvesting/status/1995900619387986334)  2025-12-02T16:59Z 15.1K followers, 9209 engagements


"Live look at @GeneInvesting when gene editing stocks have a good day $PRME $NTLA $BEAM $CRSP"  
[X Link](https://x.com/GeneInvesting/status/1996621436392558755)  2025-12-04T16:43Z 15.1K followers, 3267 engagements


"How does $PRME not become a $10b+ company someday IMO its only a matter of time (how long it takes) and how much dilution occurs in the meantime are the two main considerations. Besides that a buyout appears the only other possibility to keep $10b+ from occurring. Unless arbitration with $BEAM goes horribly and Tessera is allowed to steal forever. 🤷🏻♂ Early CF success alone would essentially guarantee it imo. Obviously has opportunity to become much more than $10b"  
[X Link](https://x.com/GeneInvesting/status/1997005673885061469)  2025-12-05T18:10Z 15.1K followers, 4898 engagements


"@alamentarius Thats not true at all. I didnt go heavy $NTLA until $XX and under"  
[X Link](https://x.com/GeneInvesting/status/1997073150090367219)  2025-12-05T22:38Z 15.1K followers, XXX engagements


"$NTLA Considering the Week 3-5 safety window phenomenon has been transient on all other patients it is very possible it wouldve been transient on this patient also (had steroid bridge been in place and blunted the initial immune response cascade). It is promising that all other similar events had similar timelines and went away on their own without any intervention whatsoever and its likely that this patients age + comorbidities played a role (my hunch is that his hepatic reserve was less than the others which made him more susceptible to neoepitope driven liver elevations). The issue becomes"  
[X Link](https://x.com/GeneInvesting/status/1997144331099234483)  2025-12-06T03:21Z 15.1K followers, 4016 engagements


"Comparing $BEAM (Risto-cel) vs. $CRSP (Casgevy) for Sickle Cell Disease (SCD) BEAM: HBF XX% CRSP: HPF XX% BEAM: Median X collection cycle (range 15) median X total collection days (range 113) CRSP: The median number of mobilization + apheresis cycles required for CASGEVY in the trial was X cycles (range: 16) and more collection days spent in hospital. BEAM: XXX% w/ no severe VOCs CRSP: 92.3%-97.4% depending on timeframe (Beam needs more time to compare apples to apples here). Neutrophil engraftment median time BEAM: XXXX days (range 1230) CRSP: XX days (range 1540) Platelet engraftment median"  
[X Link](https://x.com/GeneInvesting/status/1997345583863087292)  2025-12-06T16:41Z 15.1K followers, 4301 engagements


"Here is a great comparison for VOCs that is more apples to apples without the different timeframes etc $BEAM $CRSP"  
[X Link](https://x.com/GeneInvesting/status/1997347898544251080)  2025-12-06T16:50Z 15.1K followers, 1645 engagements


"Positive FDA hold scenarios for $NTLA X. Company is able to HLA match and exclude (least ideal of X if exclusion is too large). X. Patient had severe liver issues etc or something that made them uniquely susceptible (would be extremely helpful). X. Proof that steroids should blunt any initial immune response cascade or proof that even with this patient the neoepitopes (if thats the cause) were transient"  
[X Link](https://x.com/GeneInvesting/status/1997525338335969577)  2025-12-07T04:35Z 15.1K followers, 3003 engagements


"Prime Editing for p47phox-Deficient Chronic Granulomatous Disease New England Journal of Medicine $PRME **NEW** NEJM Publication for CGD"  
[X Link](https://x.com/GeneInvesting/status/1997689532746223761)  2025-12-07T15:27Z 15.1K followers, 3418 engagements


"This is why no one should listen to Adam F When it comes to one of the companies on his hit list he flat out lies. $NTLA @MichaelMaiello I agree its time for the company to give us some update. Even if they arent ready to give their findings it would be good to know the letter is in hand"  
[X Link](https://x.com/GeneInvesting/status/1997696069489332520)  2025-12-07T15:53Z 15.1K followers, 3360 engagements


"@GudivadaBalu Will help company if this patient appears transient and had good lowering from Day 24-36 and also helps if this patient and all others showed some increases before Day 21-35 (for example day 14) because thatll give them early signal as to who requires extra extra monitoring"  
[X Link](https://x.com/GeneInvesting/status/1998077869231342056)  2025-12-08T17:11Z 15.1K followers, XX engagements