Life Science investor. No tweets should be construed as investment advice.
Joined April 2021
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June 2026 biotech holdings -
Allogeneic cell therapy:
$IPSC $FATE
Prime and Base editing:
$PRME $BEAM
RNAi:
$ARWR
AI focused biotech:
$TEM (new) $SDGR (new)
Value:
$XERS $NTLA
Personally expect some pullback in markets (including biotech) so not fully deployed but still love the space and think biotech speculation will increase substantially from 2027-2030. Will be positioned accordingly.
Not investor advice. High risk ⚠️
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BioMedicalRx 🧬 🇺🇸 ✝️ retweeted
🧵 HAE patients still had an average of 1.5-1.8 attacks per month on prior therapy. $NTLA
Two things…
1) Considering the percentage of patients on leading drugs this is significant and you can see why patients want a cure
2) Yet this isn’t some huge number and 20% of patients (16/80) reported “having complete disease control (no attacks) as their best response to prior long-term prophylaxis therapies.” (This insight is probably most important as improved drugs continue to come to market)
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Delta of $SANA and $IPSC MC narrowing.
I have said for years that century will eventually overtake SANA and this is finally playing out. IND for their type one diabetes program should take place for both companies by the end of the year. A large difference is that SANA guided this would occur in 2023 for them…
Recall Chad (founder of SANA and CSO for IPSC now) believed allo-evasion needed to be more potent and this he achieved with Clade who IPSC acquired.
I have some biases obviously, but I have made more money trading SANA then IPSC . I hope they are both successful.
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Crooked / illiterate politicians such as @SenWarren @BernieSanders are trying to convince you success, hard work and the American dream are evil. What a crazy time to be alive!
@elonmusk
Jun 12
Next time you think of giving up, remember this photo of Elon in 2008.
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BioMedicalRx 🧬 🇺🇸 ✝️ retweeted
$TEM is answering the critical question in clinical trials - "Why are certain patients not responding to existing therapies? Every discovery team needs to know that, every development team needs to know that..."
Their focus on oncology makes them very relevant & valuable for all companies developing oncology treatments. Their AI compute is larger than all the companies in the entire Pharma industry combined! Lilly generated 700 TB of data over the last 100 years. $TEM generates same amount in 16 hours!
Anyone interested to learn more should hear their investor day update and also Eric Lefkofsky's update at GS. I have a small position in $TEM. NFA
investors.tempus.com/news-ev…
If $FATE does not use them, then they should definitely evaluate their potential for 836 and/or other AID/Oncology therapies. 19/20 Big Pharma use them and 250 biotech companies use them @FateThx @FinanceKamal
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Exceptional data for $NTLA and a wonderful summary here from @yaireinhorn
This will be tough for the naysayers to dispute and a huge win patients with HAE 👏 @intelliatx
Jun 13
1/🚨WOW! Intellia has just presented additional positive results from its global Phase 3 HAELO clinical trial of lonvo-z - formerly known as $NTLA-2002, which is an in vivo CRISPR Gene Editing therapy aimed to treat hereditary angioedema (HAE). Intellia’s new data showed that lonvo-z has met several additional key secondary endpoints - besides meeting its primary and key secondary endpoints 🧵👇, including substantially reducing monthly rate of attacks which requires on-demand treatment in weeks 5-28 as well as moderate / severe attacks following the administration of lonvo-z. This new data continues to support Intellia’s biologics license application (BLA) submission for lonvo-z which was initiated with the FDA in April and the company continues to anticipate regulatory approval and a U.S. launch in the 1H of 2027.
ALT WOW! Intellia has just presented additional positive results from its global Phase 3 HAELO clinical trial of lonvo-z - formerly known as NTLA-2002, which is an in vivo CRISPR gene editing candidate aimed to treat hereditary angioedema (HAE). This new data showed that lonvo-z has met several other key secondary endpoints - besides meeting its primary and key secondary endpoints , including monthly rate of attacks which requires on-demand treatment in weeks 5-28 as well as moderate / severe attacks following treatment of NTLA-2002. This new data continues to support Intellia’s biologics license application (BLA) submission for lonvo-z which was initiated in April with the FDA and the company continues to anticipate regulatory approval and a U.S. launch in the 1H of 2027.
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$IPSC very nice update
( American Diabetes Association Scientific Sessions)
investors.centurytx.com/stat…
investors.centurytx.com/stat…
IND ontrack for Q4 2026 and data next year. Will be in the clinic prior to $SANA imho. Well done Century. Still high risk but execution and data expectations being met imho 👏
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Allo -5.0 seems to be working very well. A cure for T1D will be an absolute life changer for those afflicted with T1D and its nasty sequelae
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$TEM increased. Will continue to accumulate here
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BioMedicalRx 🧬 🇺🇸 ✝️ retweeted
Jun 10
1/🚨WOW! Tune Therapeutics has just presented positive clinical data from its phase 1b/2a trial aimed to evaluated the safety and tolerability of TUNE-401 - a first-in-class Epigenetic silencer 🧵👇for Patients with Chronic Hepatitis B (CHB). @tunetx_news clinical data demonstrated deep and durable antiviral activity - making it the first clinical evidence of epigenetic silencing in hepatitis B virus (HBV), thus offering a possible new therapeutic pathway for HBV patients.
ALT WOW! Tune Therapeutics has just presented positive clinical data from its phase 1b/2a trial aimed to evaluated the safety and tolerability of TUNE-401 - a first-in-class Epigenetic silencer for Patients with Chronic Hepatitis B (CHB). Tune’s clinical data demonstrated deep and durable antiviral activity - making it the first clinical evidence of epigenetic silencing in hepatitis B virus (HBV), thus offering a possible new therapeutic pathway for HBV patients.
May 24
1/Here is an excellent article by @TheEconomist which sheds light on a new and promising Gene Editing modality called EpiGenetic Editing. Unlike its older and more clinically mature Gene Editing “siblings” - CRISPR, Base Editing, Prime Editing and RNA Editing, EpiGenetic Editing is just getting underway with several promising companies which are advancing their programs into clinical trials in human patients. Companies such as @nchromabio , @tunetx_news, @scribetx and Epic Bio are all advancing their own clinical programs which deliver a single dose of Epigenetic editors into the patient’s body in order to control the expression of a specific gene which is the root cause of a certain genetic disease. Thus - instead of making a cut in the patient’s DNA in the same way that CRISPR does, EpiGenetic editing hope that by using a less invasive mechanism it would be able to make Gene Editing safer and without any undesirable effects.
ALT Here is an excellent article by The Economist which sheds light on a new and promising Gene Editing modality called EpiGenetic Editing. Unlike its older and more clinically mature Gene Editing “siblings” - CRISPR, Base Editing, Prime Editing and RNA Editing, EpiGenetic Editing is just getting underway with several promising companies which are advancing their programs into clinical trials in human patients. Companies such as nchromabio, Tune Therapeutics, Scribe Therapeutics and Epic Bio are all advancing their own clinical programs which deliver a single dose of Epigenetic editors into the patient’s body in order to control the expression of a specific gene which is the root cause of a certain genetic disease. Thus - instead of making a cut in the patient’s DNA in the same way that CRISPR does, EpiGenetic editing hope that by using a less invasive mechanism it would be able to make Gene Editing safer and without any undesirable effects.
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BioMedicalRx 🧬 🇺🇸 ✝️ retweeted
Jun 7
From its updated corporate presentation it seems that $NTLA has recently terminated its ongoing collaboration with @SparingVision - a French biotech company focused on developing treatments for ocular Genetic Diseases.🧵👇 According to the collaboration agreement that was signed in 2021 $NTLA has acquired 10% of @SparingVision equity and was supposed to provide funding of up to $200M for the development of 3 ocular drugs with $NTLA owning the rights for 2 out of the 3 and all commercial rights in the US and 50% of non-us rights. IMO that is a huge corporate mistake and a very bad call to give up such a lucrative market.
26 Sep 2023
1/@SparingVision announced that it has selected a second target as part of its strategic collaboration with @intelliatx to develop novel genomic medicines utilizing #CRISPR-based #GeneEditing technologies for the treatment of ocular diseases. #BioTech #Ophthalmology $NTLA $XBI
ALT SparingVision - a clinical-stage genomic medicine company developing vision-saving treatments for ocular diseases, today announces that it has selected a second target as part of its strategic collaboration with Intellia Therapeutics to develop novel genomic medicines utilizing CRISPR-based gene editing technologies for the treatment of ocular diseases.
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Huge bull and long $PRME
A very good asymmetrical bet long term imo that may revolutionize medicine’s approach to many genetic diseases.
I totally get checking price daily and wanting to see green (often guilty personally), yet I really think this is a play where you keep up with company updates, data releases and overall operations including finances and ignore price. Disregarding traders, I doubt many here are investing with a goal of a traditional solid return. Long winded way of saying , volatility should largely be ignored here with exceptions of trying to strategically increase position , distribute shares or swing shares. Embrace the volatility 🔥
* also buy when David buys 😉
investors.primemedicine.com/…
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BioMedicalRx 🧬 🇺🇸 ✝️ retweeted
Jun 4
This interview of Jake Van Naarden $LLY head of corporate business development, by @angelicapeebles - CNBC’s excellent Pharma reporter, has demonstrated once again just how far-sighted Eli Lilly’s strategy really is and how it helps Eli Lilly to strengthen its dominance in the BioTech and Pharma ecosystem. I was especially interested to learn more about the rationale behind Eli Lilly’s staggering deal-making pace and that there is much more to come M&A-wise. Definitely worth your time! $XBI
Apr 12
While the “patent cliff” scenario is expected to affect most of the Big Pharma companies - $PFE $JNJ $NVS $BMY $ABBV $MRK $SNY and others🧵👇, one company stands out - $LLY. This excellent @evaluatepharma 📊👇 is another testimony of Eli Lilly’s far-sighted strategy (and $NVO to some extent) and how it helps $LLY to strengthen its dominance in the BioTech and Pharma sector. Unlike other Big Pharma companies which are expected to have negative growth rates by 2030, Eli Lilly is expected to generate almost $50B in sales above the average growth rate - mostly due to the company’s intensive investment in R&D! Absolutely remarkable! $XBI
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@steve2bacon is the GOAT and should have listened, you called this in DM 💯. Well done analysis. My timing is rarely correct 🤣
Bring on 500 $NOC
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renovaretx.com / @CUAnschutz
Currently working on IND enabling studies. Will follow closely and would be massively disruptive in the treatment / cure of osteoarthritis.
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From AI - The new treatment refers to regenerative therapies developed by a University of Colorado Boulder-led team (in collaboration with CU Anschutz and Colorado State University) under the ARPA-H NITRO program.
This is a suite of injectable regenerative approaches aimed at reversing osteoarthritis (OA), including in hips, by prompting joints to repair themselves rather than just managing pain or replacing the joint. The project has successfully shown reversal in animal studies and is advancing to IND-enabling studies (preclinical safety, toxicology, etc.) to support first-in-human clinical trials, potentially starting as early as 2027–2028.
Key Details of the Therapies
• Primary Approach (Single Injection): A patented particle delivery system injected into the joint. It provides intermittent bursts of a repurposed, FDA-approved regenerative drug over months to promote self-repair and halt/reverse degeneration.
• For Significant Cartilage/Bone Lesions: A cocktail of engineered proteins injected arthroscopically. It cures in place like a biomaterial repair kit, recruiting the body’s own progenitor (stem-like) cells to regenerate and patch defects in cartilage or bone.
In animal models, treated joints returned to a healthy state within 4–8 weeks, with full regeneration of defects observed. Positive regenerative effects were also seen in human cells from joint replacement patients.
Development Status
• Backed by up to $33.5 million from ARPA-H’s NITRO program (first program of its kind focused on joint regeneration).
• The team has formed Renovare Therapeutics Inc. to commercialize these therapies, aiming for accessible, minimally invasive options.
• Next steps: Complete IND-enabling studies, then Phase 1 safety trials. Human trials are targeted within ~18 months from early 2026 announcements.
This targets OA broadly (knee, hip, etc.), addressing a major need since current options are limited to pain management or joint replacement. It’s still preclinical and not yet available for patients—results in humans are pending.
For the latest updates, check sources like the CU Boulder announcement or Renovare Therapeutics.
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