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![jfais20 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2786447854.png) 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946948909357473853/c:line.svg)

**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.]

jfais20 Avatar 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

Engagements Line Chart

Related Topics $500m $450m $nrix $kymr sanofi stocks healthcare

Post Link

post/tweet::1946948909357473853
/post/tweet::1946948909357473853