Long $ATAI $ABCL $TWST $PRME | Not financial advice.

Joined December 2025
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$ABCL For 635, AbCellera's defining equivalent efficiency to small molecules as a reduction by 2 hot flashes per day over 4 weeks, a 20% drop from the baseline of 50/week (7-8/day). If equivalent is 5-6/day, superior is less than 5/day & management seems to think it's possible 🧐
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$PRME Breakthrough for delivering Prime Editing in vivo using Lipid Nanoparticles from David Liu’s academic lab. Because Prime’s core commercial strategy relies on targeting the liver with LNPs, the findings here could be bullish for the underlying foundation of their technology.
Today in @NatureNano, we report an all-RNA lipid nanoparticle (LNP) system for efficient in vivo prime editing (PE). We identify bottlenecks in transient prime editor delivery, develop a workflow for LNP optimization, and use it to rescue a mouse model of phenylketonuria. drive.google.com/file/d/1-rP… 1/12
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$PRME More on the coordinated, three-part strategy by David Liu's lab to systematically dismantle the bottlenecks preventing in vivo Prime Editing from the Broad Institute: x.com/i/status/2066487192847…

In 3 new studies, @davidrliu's lab has optimized key prime editing components (guide pegRNA motifs, reverse transcriptase stability and delivery via lipid nanoparticles), addressing bottlenecks that previously impeded its use in animals and human patients. broad.io/PrimeEditing3
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New Bill In Congress Would Let States Force Federal Reclassification Of Drugs Like Marijuana And Psychedelics: Evaluations should be made with "the best scientific evidence of today, not decades-old processes and outdated knowledge." marijuanamoment.net/new-bill…
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Brandon Richard retweeted
$PRME CEO explains why the CGD program was revived: 1⃣FDA meaningfully relaxed CMC requirements last year to better support ultra-rare diseases 2⃣Agency agrees that the two treated patients’ outcomes are strong enough to support approval
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Brandon Richard retweeted
Twist is on the front lines of genomic sequencing for recent outbreak response activities & we couldn’t be more thrilled to see our Comprehensive Viral Research Panel utilized in the preliminary analysis of Orthohantavirus andesense virus virological.org/t/preliminar… @TwistBioscience
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$CODX $EBS U.S. STATE DEPT: ANNOUNCING $20 MLN IN ADDITIONAL FUNDING TOWARD DEPARTMENT'S ONGOING EBOLA RESPONSE AND PREPAREDNESS EFFORTS
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"The final version of HB 390 names three investigational substances: MDMA, psilocybin, and 5-methoxy-N,N-dimethyltryptamine, better known as 5-MeO-DMT. This is the first-in-the-nation state-funded research authorization for 5-MeO-DMT." $ATAI
Utah's HB 390 funded a clinical study of MDMA, psilocybin, and 5-MeO-DMT for veterans with treatment-resistant PTSD. First state to name 5-MeO-DMT in legislation. Link in reply. OPED by @LoganDavidsonTX from @vetsforvets
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"H.C. Wainwright said it continues to view BPL-003 as one of the most differentiated short-duration psychedelic assets in development." Agreed. $ATAI
H.C. Wainwright reiterates Buy on $ATAI stock, $25 target “H.C. Wainwright said it continues to view BPL-003 as one of the most differentiated short-duration psychedelic assets in development. In terms of financial backing, Guggenheim has raised its price target for AtaiBeckley to $16, citing that the company is now fully funded through pivotal readouts in early 2029. Similarly, Canaccord has increased its price target to $15, anticipating a higher net annual price for BPL-003 at launch. Deutsche Bank has initiated coverage of AtaiBeckley with a Buy rating, recognizing the company’s leadership in psychedelic medicine. Furthermore, AtaiBeckley has been added to the S&P Total Market Index, S&P Completion Index, and CRSP U.S. benchmark indices. These developments highlight the company’s progress and potential in the field of mental health treatment.” m.investing.com/news/analyst…
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$TWST Stanley Druckenmiller bought 206,000 shares of Twist (about $9.7M) in Q1 2026
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Brandon Richard retweeted
We’re proud to support sequencing Bundibugyo Ebola samples. Using our Twist Comprehensive Viral Research Panel, two near-complete genomes were generated from serum and oropharyngeal swab samples (Ct 17.27 and 25.78) in under 16 hours from receipt. 360dx.com/infectious-disease…
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$ABCL & $TWST integrate AI & autonomous labs & feel well positioned for the Genesis Mission & biosecurity: AbCellera - DARPA experience, covid response, rapid AI antibody discovery Twist - High volume DNA & protein synthesis, DNA screening, Next-gen sequencing, virus detection
A new model for scientific discovery is taking shape. The Genesis Mission combines AI, world-leading computing, and the expertise of our National Labs to help accelerate breakthroughs in materials, chemistry, quantum, and our understanding of the universe. energy.gov/undersecretaryfor…
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$ABCL Note on AbCellera's eligibility, from what I understand, the Genesis Mission allows some international collaboration with allies so I don't believe being a Canadian company disqualifies them. And I can't imagine their past experience with DARPA and the U.S. gov would hurt.
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Interesting, think this trend will continue, esp if regulations evolve. Smaller biotechs building with AI from the ground up may have an advantage, at least in the near term. Companies like $ABCL could eventually have at least one new molecule entering the clinic every year.
Early biotech companies are running more clinical trials (phase 1, 2 and 3) than big pharma:
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$TWST Twist is already involved in screening for biosecurity, which is one of the focuses of the Genesis Mission.
Sam Altman, Dario Amodei, Demis Hassabis and many others have signed a letter urging Congress to increase security on orders of synthetic nucleic acids - and the equipment needed to make them - as models continue to become increasingly bio-capable.
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More on $TWST's role in biosecurity: nti.org/risky-business/congr…
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Brandon Richard retweeted
$TWST Twist is already involved in screening for biosecurity, which is one of the focuses of the Genesis Mission.
Sam Altman, Dario Amodei, Demis Hassabis and many others have signed a letter urging Congress to increase security on orders of synthetic nucleic acids - and the equipment needed to make them - as models continue to become increasingly bio-capable.
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$ATAI Interviewer at Jefferies asked about the timeline for AtaiBeckley's BPL-003: "What is the guidance to data and is there any way to expedite?" Srini's answer was interesting, makes me think it's possible they could shave off some time 🤔
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$ATAI BPL-003 Phase 3 kickoff also mentioned in AtaiBeckley's 8K released today: "Management will discuss program updates, including the initiation of the BPL-003 Phase 3 pivotal ReConnection program, and other matters."
$ATAI AtaiBeckley has officially initiated Phase 3 for BPL-003. Confirmed by Srini at Jefferies.
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