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# ![@RNAiAnalyst Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::409194010.png) @RNAiAnalyst Dirk Haussecker

The most important current event appears to be the controversy surrounding the FDA's decision on Quure's ($QURE) Huntington's disease treatment, with many expressing outrage and accusing the FDA of being capricious. The company's situation has sparked a strong reaction from the biotech community, with some suggesting that other forces may be at play. The FDA's decision has also raised questions about the agency's relationship with biotech companies and its decision-making processes.

### Engagements: XXXXXX [#](/creator/twitter::409194010/interactions)
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- X Week XXXXXXX +123%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +470%
- X Year XXXXXXXXX +11%

### Mentions: XX [#](/creator/twitter::409194010/posts_active)
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- X Week XXX +1.80%
- X Month XXX -XX%
- X Months XXXXX +264%
- X Year XXXXX +28%

### Followers: XXXXXX [#](/creator/twitter::409194010/followers)
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- X Week XXXXXX +0.46%
- X Month XXXXXX +0.73%
- X Months XXXXXX +9.20%
- X Year XXXXXX +12%

### CreatorRank: XXXXXXX [#](/creator/twitter::409194010/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::409194010/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$dyn](/topic/$dyn) #3, [$wve](/topic/$wve) #7, [$rna](/topic/$rna) #1, [$arwr](/topic/$arwr) #8, [$ions](/topic/$ions) #7, [novartis](/topic/novartis) #1, [$pepg](/topic/$pepg) #3, [$mltx](/topic/$mltx) #7, [$mgx](/topic/$mgx) #11, [$alny](/topic/$alny) #4

**Top accounts mentioned or mentioned by**
[@auditor112017](/creator/undefined) [@yhdjdhd](/creator/undefined) [@artsstocks](/creator/undefined) [@tamascsorba1](/creator/undefined) [@bronxb_13](/creator/undefined) [@sonichedgefund](/creator/undefined) [@jamesmclaw70633](/creator/undefined) [@hall8jack](/creator/undefined) [@superduperdrugs](/creator/undefined) [@geneinvesting](/creator/undefined) [@markflowchatter](/creator/undefined) [@appieananas](/creator/undefined) [@kerny13402791](/creator/undefined) [@martinshkreli](/creator/undefined) [@tombombss](/creator/undefined) [@desertdweller93](/creator/undefined) [@markc_lvb](/creator/undefined) [@hannibalspeaks](/creator/undefined) [@ukasz10760367](/creator/undefined) [@biocentury](/creator/undefined)

**Top assets mentioned**
[Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Novartis AG (NVS)](/topic/novartis) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [uniQure N.V. (QURE)](/topic/$qure) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [BEAM (BEAM)](/topic/$beam) [Vertex Protocol (VRTX)](/topic/$vrtx) [Eli Lilly and Company (LLY)](/topic/$lly) [Bitcoin (BTC)](/topic/bitcoin) [Strive, Inc. (ASST)](/topic/$asst) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Cytokinetics Inc. (CYTK)](/topic/$cytk)
### Top Social Posts
Top posts by engagements in the last XX hours

"AGT gene editing or annual RNAi $mgx $ions $alny"  
[X Link](https://x.com/RNAiAnalyst/status/1987704894115971570)  2025-11-10T02:12Z 20.8K followers, 5116 engagements


"Having read $IONS sHTG olezarsen paper truly believe $arwr is coming out as winner in ApoC3 competition. While showing tremendous pancreatitis benefit olezarsen INCREASED LDLc by over XX% (from low 60mg/dL levels); not seen in $ARWR studies. This alone could be show-stopper to wide adoption; then there is liver fat increases (vuponersen hello) XX% have ALT/AST ULN increase in glycated hemoglobin (this is similar to $ARWR)"  
[X Link](https://x.com/RNAiAnalyst/status/1988511176053932250)  2025-11-12T07:36Z 20.8K followers, 8684 engagements


"$MGX (small genome editing nucleases now focused on hemophilia) Downgrade to hold with intention to sell on next 'Metagenomi' confusion spike or $IONS news. The good: - stable factor expression - low (5exp12) AAV dose. The bad: -transient LNP-related liver enzymes then there appears to be a day 20+ signal (unlike $NTLA which targets CDS this one targets in intron 1) which Co tries to gloss over (see below). - high inter-subject (NHP) variability"  
[X Link](https://x.com/RNAiAnalyst/status/1988899478451999009)  2025-11-13T09:19Z 20.8K followers, 4002 engagements


"$dyn I feel like I dont nearly own enough. Same as $rna before acquisition. DM1 space is hot if the $12B by Novartis has not made amply clear: $rna 1st mover $dyn best in mechanism $pepg best mechanism leader There is room for X more player and I think $wve's unconjugated oligos could fill that void: multi-tissue targeting. $vrtx"  
[X Link](https://x.com/RNAiAnalyst/status/1989716618637726109)  2025-11-15T15:26Z 20.8K followers, 12K engagements


"@JamesMclaw70633 They have same MOA as $rna and $dyn and delivery may be less potent albeit safer. $srpt $arwr"  
[X Link](https://x.com/RNAiAnalyst/status/1989759425314517473)  2025-11-15T18:16Z 20.8K followers, XXX engagements


"@Hall8Jack @JamesMclaw70633 Of course but you have to start somewhere and when it comes to investing my best outcomes are from speculating based on early data. Speculation is a good term if one wants to become a biotech billionaire ;)"  
[X Link](https://x.com/RNAiAnalyst/status/1989785946146086963)  2025-11-15T20:01Z 20.8K followers, XXX engagements


"$dyn tripled up today. I did not go to WMS25 to understand that this is better than $RNA's only to hold a small position if there was a buyout"  
[X Link](https://x.com/RNAiAnalyst/status/1990475183040147481)  2025-11-17T17:40Z 20.8K followers, 7350 engagements


"Reviewing the widely celebrated $RNA DMD exon44 skipping fct data the baseline differences with pbo are striking. Pbo much better than 'matched' trial population. Only the age is really matched. Changes from baseline could also be interpreted as reversal to mean. Is this the reason why Co didn't present results in a table with absolute numbers but as 'change from baseline' instead $dyn $srpt"  
[X Link](https://x.com/RNAiAnalyst/status/1991445628501533160)  2025-11-20T09:56Z 20.8K followers, 2517 engagements


"$mgx time to convert to bitcoin treasury company before all money wasted on dead-end hemophilia project. Or have $asst gut them out"  
[X Link](https://x.com/RNAiAnalyst/status/1991574791229436150)  2025-11-20T18:30Z 20.8K followers, 2806 engagements


"$wve $arwr Novo's upcoming Glp1 Alzheimer's data should shine light on the limitations of losing muscle in a cognitively frail elderly population"  
[X Link](https://x.com/RNAiAnalyst/status/1992666182512447659)  2025-11-23T18:46Z 20.8K followers, 5286 engagements


"$srpt DM1 study enrolment now at 6mg/kg multi dose abt to go up to XX mg/kg. Triggers $200M milestone to $arwr. $pepg $dyn $rna"  
[X Link](https://x.com/RNAiAnalyst/status/1992937264796868831)  2025-11-24T12:44Z 20.8K followers, 5401 engagements


"Though there wasn't a formal second bidder document makes it clear that around half a dozen companies had been keeping eye on $RNA. Novartis moving so fast also before critical clinical data and regulatory certainty ultimately made them step away from a $10B+ bid. Overall actually bullish for $DYN $PEPG if one is of the opinion that for such severe muscular diseases measurable improvements in clinical efficacy will not only expand patient population on drug but also cause switches"  
[X Link](https://x.com/RNAiAnalyst/status/1993675465639256327)  2025-11-26T13:37Z 20.8K followers, 1586 engagements


"What is best-in-class worth for severe genetic diseases This question is on my mind when considering various oligo/genetics investment decisions. When best-in-class (sometimes just mode of admin or dosing frequency) is from same Co as 1st in class adoption huge: $VRTX CF $ALNY ATTR. But when from competing company Is slow-switch such as in HAE the norm Areas I'm watching is FCS ( $IONS- $ARWR) Dravet ( $STOK now chased by $IONS) DM1 ( $RNA -- $DYN $PEPG) TTR ( $ALNY -- $NTLA #RNAediting without VitA deficiency) etc"  
[X Link](https://x.com/RNAiAnalyst/status/1994151832696889506)  2025-11-27T21:10Z 20.8K followers, 5510 engagements


"Pro tip for $MGX: headline it 'Ionis selects 3rd collaboration target; data to be presented at upcoming conference'. Stock would be flying now. $ions"  
[X Link](https://x.com/RNAiAnalyst/status/1995487997945340061)  2025-12-01T13:39Z 20.8K followers, 1533 engagements


"@TamasCsorba1 😬yes.beautiful inhibin E knockdown shown but who knows how that will translate to in this setting ('healthy obese') and how that will be received by the Street. $wve $arwr"  
[X Link](https://x.com/RNAiAnalyst/status/1996521035597070457)  2025-12-04T10:04Z 20.8K followers, XXX engagements


"$mltx new FDA standard is X successful controlled p3 trial. Thank you very much"  
[X Link](https://x.com/RNAiAnalyst/status/1996593062726754404)  2025-12-04T14:50Z 20.8K followers, 2639 engagements


"$mltx that December XX Type B meeting. Get ready for the minutes shorts"  
[X Link](https://x.com/RNAiAnalyst/status/1996597760779297131)  2025-12-04T15:09Z 20.8K followers, 2797 engagements


"At least here I have to agree with the #FDA: having to run X basically identical studies in parallel to get approval is financially wasteful and costs precious time. There are smarter ways to be confident on drug performance. Use common sense $mltx is a prime example: any open-minded observer would have said 'this drug clearly works'. It is because of this 2-study-rule that the investing orthodoxy blindly ridiculed it as a 'failed' drug"  
[X Link](https://x.com/RNAiAnalyst/status/1996624133476483151)  2025-12-04T16:54Z 20.8K followers, 2824 engagements


"In that context the 'currently unlikely' phrase in last PR could be a reference to this cohort. $qure"  
[X Link](https://x.com/RNAiAnalyst/status/1996835001577754733)  2025-12-05T06:52Z 20.8K followers, 1747 engagements


"@AppieAnanas The market is not interested in de-risking a platform but whether results at-hand are clinically meaningful for indication. If so you could consider $krro's LNP disaster as having been successful in demonstrating Co can achieve RNA editing in Man. $prqr $wve"  
[X Link](https://x.com/RNAiAnalyst/status/1996893731140915661)  2025-12-05T10:45Z 20.8K followers, XXX engagements


"$ifrx $mltx so many nuggets in that $lly ceo conversation. Another X was when he said weight loss pills would disrupt the biologicals in the HS market. People lose weight less skin creases and general inflammaton et voila"  
[X Link](https://x.com/RNAiAnalyst/status/1988610728039981430)  2025-11-12T14:11Z 20.8K followers, 3988 engagements


"$REGN yet another company believes that prime editing (let's call it what it is) is better than base editing for AATD. $PRME $BEAM $WVE $KRRO #CRISPR"  
[X Link](https://x.com/RNAiAnalyst/status/1995482362436591831)  2025-12-01T13:17Z 20.8K followers, 5639 engagements


"#AATD there will be X almost curative treatment options for patients: 1) 1x genome editing: $beam (1st mover base editing) $prme $regn (potentially more potent most probably more specific) 2) non-permanent #RNAediting: $wve (1st mover); $KRRO and others (potentially more potent)"  
[X Link](https://x.com/RNAiAnalyst/status/1995484434573713613)  2025-12-01T13:25Z 20.8K followers, 4227 engagements


"$janx learned my lesson from $afmd: don't buy into the immuno-oncology flavor of the day"  
[X Link](https://x.com/RNAiAnalyst/status/1995960387599216677)  2025-12-02T20:56Z 20.8K followers, 2786 engagements


"Closed door meeting with top #FDA officials at investment bank Piper Sandler. If that's not scandalous I dunno what is. Did they give out cards of drugs that will be approved and those that will receive CRLs next How much to pay for such ACCESS"  
[X Link](https://x.com/RNAiAnalyst/status/1997626569452630121)  2025-12-07T11:17Z 20.8K followers, 17.8K engagements


"$wve INHBE weight loss data tomorrow morning 7.30am PR 8.30am conference call. Time to rest up. $arwr"  
[X Link](https://x.com/RNAiAnalyst/status/1997783595100868623)  2025-12-07T21:41Z 20.8K followers, 7097 engagements


"The $srpt pin action following $dyn exon51 skipping data will be interesting. $srpt's other exon confirmatories failed so exon XX is currently its safest cash cow"  
[X Link](https://x.com/RNAiAnalyst/status/1997955669291618594)  2025-12-08T09:05Z 20.8K followers, 2120 engagements


"$dyn deeply satisfying exon XX skip data. After only X months of randomized phase stat sig on time-to-rise and 10m walk/run though not powered for stat. Other measures that were nominally superior to pbo all improved or stabilized patients. Big sigh of relief also on safety. No tfr1-related SAEs. 10x dystrophin produced relative to #eteplirsen. $srpt"  
[X Link](https://x.com/RNAiAnalyst/status/1997999326795051487)  2025-12-08T11:58Z 20.8K followers, 3268 engagements


"$dyn unless something crops up during the call can now ride it into the sunset=potential buyout. But don't commit XXX% to this position. DM1 is main value and safety event(s) could always derail. $pepg $rna"  
[X Link](https://x.com/RNAiAnalyst/status/1998002326766780624)  2025-12-08T12:10Z 20.8K followers, 2462 engagements


"@richtrades100 $srpt has seized to be the dominant player in DMD. $dyn $rna $capr etc"  
[X Link](https://x.com/RNAiAnalyst/status/1998005463716069468)  2025-12-08T12:23Z 20.8K followers, XXX engagements


"'Dad why did we become so rich' 'I invested based on human #genetics' $wve"  
[X Link](https://x.com/RNAiAnalyst/status/1998024853266538583)  2025-12-08T13:40Z 20.8K followers, 11.1K engagements


"$srpt after failed exon skipping confirmatory trials $dyn now clearly superior data for exon XX and slow gene therapy pickup DM1 not differentiated.all longs should review"  
[X Link](https://x.com/RNAiAnalyst/status/1998054812051460305)  2025-12-08T15:39Z 20.8K followers, 3993 engagements


"$alny -X% today missing out on smidcap biotech rally. I had told them to use their MC X months ago to go on shopping spree. Oh well"  
[X Link](https://x.com/RNAiAnalyst/status/1998060346804928900)  2025-12-08T16:01Z 20.8K followers, 3287 engagements


"$wve for those that poo-poo a 100g (10%) loss of visceral fat. 1) achieved after just X months 2) 'healthy overweight' have relatively little visceral fat; BMI closer to XX 3-5x more 3) 100g= X falcon tubes of inflammatory fat"  
[X Link](https://x.com/RNAiAnalyst/status/1998651110374899741)  2025-12-10T07:08Z 20.8K followers, 3534 engagements


"@Kerny13402791 Almost impossible to determine at this point. Upcoming data will define use cases. Potentially through the roof but somebody must invest and run trials. $wve $arwr"  
[X Link](https://x.com/RNAiAnalyst/status/1998652041996992955)  2025-12-10T07:12Z 20.8K followers, XXX engagements


"$ntla could/should also read out ATTR-PN trial early in 2026. 12-15 months is plenty. $alny"  
[X Link](https://x.com/RNAiAnalyst/status/1983936466595000540)  2025-10-30T16:38Z 20.8K followers, 6146 engagements


"$ntla's NTLA-2001 is superior to $alny's and $bbio's currently approved ATTR medications"  
[X Link](https://x.com/RNAiAnalyst/status/1984238313574896039)  2025-10-31T12:37Z 20.8K followers, 3068 engagements


"$NTLA-2001 (p1-2) vs $ALNY-vutrisiran (p3) 6MWT comparisons. Of note Intellia study had XX% NYHA class X whereas Alnylam 10%. Similarly on basically all other measures (functionbiomarkers) patients on NTLA-2001 remained stable over 2-3 years"  
[X Link](https://x.com/RNAiAnalyst/status/1988009427220447624)  2025-11-10T22:22Z 20.8K followers, 7428 engagements


"$dyn $pepg a bit weak today after $RNA filing reveals Novartis was the only bidder"  
[X Link](https://x.com/RNAiAnalyst/status/1993337890588553266)  2025-11-25T15:16Z 20.8K followers, 4627 engagements


"$MGX (50% below cash).aaaand the new $ions collaboration target is. Yes you guessed it right: ApoC3 So $ions strategy is to follow up its ASO/RNAi programs (TTR AGT ApoC3) with genome editing As a next-gen or as a complement I believe a complement. So patients prefer dosing over lifetime some want to get it over with getting dosed once"  
[X Link](https://x.com/RNAiAnalyst/status/1995487492439507036)  2025-12-01T13:37Z 20.8K followers, 2896 engagements


"@YHdjdhd $ions is $mgx' lifeline for sure. Maybe their strategy is to get clinical data asap then follow up with safer GalNac-targeted LNP"  
[X Link](https://x.com/RNAiAnalyst/status/1995613708253626744)  2025-12-01T21:59Z 20.8K followers, XXX engagements


"$capr never short bios no.never short anything. Thankful for Etrade cancelling my margin account X 1/2 years ago*. My quality of life has improved since and it may be the reason why I'm still financially alive after the protracted biotech nuclear winter. X weeks ago however I opened an IBKR account. Put in $20k saw that I had $120k in liquidity. Eyes lit up🤩. TEMPTATION got the better of me. I started putting in a short order for $capr over $10k then reduced it to $5k then thought that's still crazy and account could be wiped out after 1st trade. I really should tell IBKR to cancel my margin"  
[X Link](https://x.com/RNAiAnalyst/status/1996527303904383165)  2025-12-04T10:29Z 20.8K followers, 6917 engagements


"I like when there is a substantial #short interest in tightly held biotechs. There is nowhere for them to hide except to print fake shares"  
[X Link](https://x.com/RNAiAnalyst/status/1996621582605988337)  2025-12-04T16:44Z 20.8K followers, 2059 engagements


"$qure really needs to turn on the volume here having politely waited for the Minutes. Now amid the FDA upheaval is the time to strike"  
[X Link](https://x.com/RNAiAnalyst/status/1996662948551413792)  2025-12-04T19:28Z 20.8K followers, 4744 engagements


"$qure since bias due to the large striatal size entry criterium could have been FDA concern. .one solution to standstill would be to include data from currently dosed cohort in the feasibility cohort of subjects with smaller size"  
[X Link](https://x.com/RNAiAnalyst/status/1996834112490164303)  2025-12-05T06:48Z 20.8K followers, 3327 engagements


"What the $mltx imbeciles dont get: the one 'negative' trial is not evidence for that the drug does not work. It just did not reach stat sig for this one time point and one endpoint. X positive trial is all that's needed now. Happy for existence of imbeciles since they will provide the fuel for stock surge once minutes released"  
[X Link](https://x.com/RNAiAnalyst/status/1996860166076006533)  2025-12-05T08:32Z 20.8K followers, 3526 engagements


"$apls will take a placeholder position today. What the market does not value (but potential acquirer will) is the potential of the RNAi combo in dry AMD. Just recently $alny and $regn have illustrated how powerful complement RNAi can be:"  
[X Link](https://x.com/RNAiAnalyst/status/1984246030913908860)  2025-10-31T13:08Z 20.8K followers, 3928 engagements


"$arwr nice REDEMPLO will be available for at-home self-administration. Great work team $ions' competitor drug therefore does not have that advantage. $alny's therapies still require physician administration.which ironically can be a financial incentive for prescription and affects co-pay"  
[X Link](https://x.com/RNAiAnalyst/status/1990842654092112364)  2025-11-18T18:00Z 20.8K followers, 6902 engagements


"#FDA Trump ordered Makary to come to White House. Forget about what was said during press conference: Makary had to go there after recent agency drama as described in WSJ piece. Wouldn't be surprised for Makary to push Republican freedom-to-choose agenda much harder going forward.and what will happen to Prasad"  
[X Link](https://x.com/RNAiAnalyst/status/1991051928118141404)  2025-11-19T07:52Z 20.8K followers, 15K engagements


"$sgmo XX years ago as a post-doc I had lunch with the CSO. I asked him why they did not just deliver the VEGF gene instead of a transcription factor supposed to turn on VEGF. He did not have an explanation. When viewed through this lens the company's history makes sense.a history that I increasingly believe we are seeing the last chapter of. Chapter 11"  
[X Link](https://x.com/RNAiAnalyst/status/1993400546313879734)  2025-11-25T19:25Z 20.8K followers, 8111 engagements


"$arwr does not call out their 'weight loss' drugs against inhibinE/Alk7 as critical to their future. CVD/sHTG and CNS candidates are prioritized also as it comes to capital allocation. Makes me a bit cautious about upcoming $wve readout. On the other hand this may all be explained by $arwr partnering them. Delaying weight loss data into '1st week of January' due to claimed difficulties of coordinating travel plans (in the age of Zoom come on) may just be a cop out for announcing a blockbuster weight loss deal the week before JPM. Stock price also suggests possibility of deal near-term"  
[X Link](https://x.com/RNAiAnalyst/status/1996490505174085864)  2025-12-04T08:03Z 20.8K followers, 4417 engagements


"At least until 2021 improvememts in ATTR-CM standard-of-care only for early-stage diagnosed. $ntla $alny $bbio"  
[X Link](https://x.com/RNAiAnalyst/status/1994812968710922490)  2025-11-29T16:57Z 20.8K followers, 5220 engagements


"$jspr In case you did not have a healthy belly laugh today (the execs on the call did). Explains previous trial failure due to enrolling 'patients' that did not have target disease. That's a new one. Normally it's the placebo outperforming. Immediately file under 'non-serious' biotech company"  
[X Link](https://x.com/RNAiAnalyst/status/1995883404236120420)  2025-12-02T15:50Z 20.8K followers, 6973 engagements


"$capr I find it strange when the error bars for X () different endpoints are.IDENTICAL. @MartinShkreli @MicrobiomDigest"  
[X Link](https://x.com/RNAiAnalyst/status/1996888801478852850)  2025-12-05T10:26Z 20.8K followers, 14.1K engagements


"$wve and $dyn. XX% of my portfolio exposed to 'binary' Had a feeling it would be on same day"  
[X Link](https://x.com/RNAiAnalyst/status/1997954719117877269)  2025-12-08T09:01Z 20.8K followers, 3699 engagements


"$prme publication is clearly a major positive but it also reveals low-level (2%) indels around target edit site. Given scrutiny that $ntla recently got for neoepitope formation this should be taken onboard for future reference. Even in worst case scenario killing X% of hepatocytes by T-cells would not be expected to come anywhere close to liver failure"  
[X Link](https://x.com/RNAiAnalyst/status/1997962934148886875)  2025-12-08T09:34Z 20.8K followers, 4275 engagements


"@j6_a12 Still long $pepg. Speculating on more DM1 M&A. Just need to get over the exon51 hump for $dyn. For $rna there wasn't much of a response to their DMD skipping data but it provided extra incentive for Novartis to pursue them"  
[X Link](https://x.com/RNAiAnalyst/status/1997972778662953373)  2025-12-08T10:13Z 20.8K followers, XXX engagements


"$KMDA inhaled AAT for AATD bombs. Fails lung function improvement endpoint. PK of this one must be atrocious. $beam $wve $krro"  
[X Link](https://x.com/RNAiAnalyst/status/1998003092629930403)  2025-12-08T12:13Z 20.8K followers, 2225 engagements


"$wve nobody should be surprised if Wave raises on the back of this. They sold via ATM following initial knockdown results a month ago. Would expect a solid offering today"  
[X Link](https://x.com/RNAiAnalyst/status/1998039607724941761)  2025-12-08T14:38Z 20.8K followers, 3487 engagements


"$dyn DMD data and capital raise set foundation for critical talks at #JPM26. It's either pay $9B now or wait for DM1 readout and pay double*. Novartis CEO said they would have had to pay double (2*$12B) for $RNA if they had waited for DM1 results. I believe $dyn DM1 drug superior to $rna based on splicing index"  
[X Link](https://x.com/RNAiAnalyst/status/1998674373914296574)  2025-12-10T08:41Z 20.8K followers, 3070 engagements


"$wve to set expectations. When starvation (Glp1 sema) started to plateau in mouse models INHBE weight/fat loss was halfway on reaching plateau. Sema fat plateau -X% after 2-3 months. -- WVE-007 fat loss today 4-5% (3 month 240mg) Even if X% remember that 240mg not most potent knockdown. 400mg and higher in the works. $arwr"  
[X Link](https://x.com/RNAiAnalyst/status/1997995730762367463)  2025-12-08T11:44Z 20.8K followers, 4089 engagements


"$kymr definitely superior to $nktr rezpeg and in-line with dupi at X weeks"  
[X Link](https://x.com/RNAiAnalyst/status/1998001259442270580)  2025-12-08T12:06Z 20.8K followers, 19.3K engagements


"$wve a new ERA in obesity drug has commenced. $lly should be down -XX% on this. Not joking. Annual dosing on par fat weight loss and much higher quality"  
[X Link](https://x.com/RNAiAnalyst/status/1998009480471052456)  2025-12-08T12:39Z 20.8K followers, 21.8K engagements


"$dyn offering. Following the $rna playbook thus far"  
[X Link](https://x.com/RNAiAnalyst/status/1998166553469313139)  2025-12-08T23:03Z 20.8K followers, 2577 engagements


"$abvx reminds me of $cytk-Novartis drama a few seasons ago. Novartis wanted to have a splashy deal in time for JPM $cytk CEO was well himself. $abvx CEO going on celebratory tours around the world last couple of weeks though seems mentally committed to sale"  
[X Link](https://x.com/RNAiAnalyst/status/1998741602697716106)  2025-12-10T13:08Z 20.8K followers, 6067 engagements