[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Gene Investing w/Anthony 🧬 [@GeneInvesting](/creator/twitter/GeneInvesting) on x 13.6K followers Created: 2025-07-01 17:49:57 UTC $BBIO has turned European Attruby rights into $XXX million in upfront cash (if we count near term $75m). Remarkable considering generic Tafamidis will cause significant pricing pressure within the next few years. Generic taf is a huge reason that $NTLA combo therapy results are SO important. If Intellia shows significant combo benefits, it’ll make a strong case for combo therapy and put less pricing pressure on Intellia. Also Vutrisiran kept price its same for CM (and PN), which helps Intellia. I’ve calculated my expectations for Intellia’s combo therapy and I think it could be significant. Many investors are discounting combo therapy because Vutrisiran combo wasn’t a major success, yet even that had XX% worsening for mono therapy reduce to only X% worsening for combo therapy. And that improvement came with Vutri being a poor silencer for the first ~year. XXXXX engagements  **Related Topics** [money](/topic/money) [combo](/topic/combo) [$75m](/topic/$75m) [investment](/topic/investment) [$bbio](/topic/$bbio) [$ntla](/topic/$ntla) [Post Link](https://x.com/GeneInvesting/status/1940105608675426535)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Gene Investing w/Anthony 🧬 @GeneInvesting on x 13.6K followers
Created: 2025-07-01 17:49:57 UTC
$BBIO has turned European Attruby rights into $XXX million in upfront cash (if we count near term $75m).
Remarkable considering generic Tafamidis will cause significant pricing pressure within the next few years.
Generic taf is a huge reason that $NTLA combo therapy results are SO important. If Intellia shows significant combo benefits, it’ll make a strong case for combo therapy and put less pricing pressure on Intellia.
Also Vutrisiran kept price its same for CM (and PN), which helps Intellia.
I’ve calculated my expectations for Intellia’s combo therapy and I think it could be significant.
Many investors are discounting combo therapy because Vutrisiran combo wasn’t a major success, yet even that had XX% worsening for mono therapy reduce to only X% worsening for combo therapy.
And that improvement came with Vutri being a poor silencer for the first ~year.
XXXXX engagements
