[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.]  Jonathan Faison [@jfais20](/creator/twitter/jfais20) on x 10.1K followers Created: 2025-07-20 15:02:47 UTC $NRIX (NP) Like the deep value here at $450M EV, but not close enough to mkt for me (selection criteria) Behind $KYMR in STAT6, but seem confident with partner Sanofi extending license they've got a best-in-class profile (retained 50/50 US opt-in) Bex-deg with clear path to mkt in r/r CLL, optionality in autoimmune disease XXXXX engagements  **Related Topics** [$500m](/topic/$500m) [$450m](/topic/$450m) [$nrix](/topic/$nrix) [$kymr](/topic/$kymr) [sanofi](/topic/sanofi) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/jfais20/status/1946948909357473853)
[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.]
Jonathan Faison @jfais20 on x 10.1K followers
Created: 2025-07-20 15:02:47 UTC
$NRIX (NP)
Like the deep value here at $450M EV, but not close enough to mkt for me (selection criteria)
Behind $KYMR in STAT6, but seem confident with partner Sanofi extending license they've got a best-in-class profile (retained 50/50 US opt-in)
Bex-deg with clear path to mkt in r/r CLL, optionality in autoimmune disease
XXXXX engagements
Related Topics $500m $450m $nrix $kymr sanofi stocks healthcare
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