Sign in

@RNAiAnalyst

@rnaianalyst.bsky.social
228 followers 144 following 523 posts

aka Dirk Haussecker. Biotech enthusiast with expertise in sequence-directed therapeutics (RNAi, ASO, ADAR, CRISPR...) enjoying drug development and trying to make a buck along the way.

PostsRepliesMedia
@RNAiAnalyst @rnaianalyst.bsky.social · 19/06/2025
#markets these should be 2 quite volatile trading weeks with 2-week-Trump having to decide on Iran and tariffs. Then we could have a little FDA OTP Verdun-firing scare in CGT space on top, or maybe investors have gotten used to it by now.
010
@RNAiAnalyst @rnaianalyst.bsky.social · 17/06/2025
Eli Lilly acquires $VERV- official now. finance.yahoo.com/news/lilly-a...
finance.yahoo.com
Lilly to acquire Verve Therapeutics to advance one-time treatments for people with high cardiovascular risk
Eli Lilly and Company (NYSE: LLY) and Verve Therapeutics, Inc. (Nasdaq: VERV), a Boston-based clinical-stage company developing genetic medicines for cardiovascular disease, today announced a definiti...
030
@RNAiAnalyst @rnaianalyst.bsky.social · 17/06/2025
#CRISPR Stocks in Wake of $VERV Acquisition by Eli Lilly (blog): rnaitherapeutics.blogspot.com/2025/06/cris... $CRSP $LLY $NTLA $BEAM $PRME $MGX $IONS
rnaitherapeutics.blogspot.com
CRISPR Stocks in Wake of Verve Therapeutics Acquisition by Eli Lilly
Last night, news broke that pharma giant Eli Lilly was in talks to acquire Verve Therapeutics.   After a 3-year lull in major CRISPR deal...
040
@RNAiAnalyst @rnaianalyst.bsky.social · 17/06/2025
#VerveTherapeutics CEO did what was best for the medicine, but also good for shareholders. Though Eli Lilly will get to buy them for too cheap, investors can reinvest quickly into $NTLA $PRME and maybe $MGX for hopefully another easy double. #CRISPR
010
@RNAiAnalyst @rnaianalyst.bsky.social · 16/06/2025
#DyneTherapeutics myotonic dystrophy type I regulatory update likely coming tomorrow. These pathway updates have been major biotech stock movers recently. If no big move on day 1, following days usually strong upward momentum. investors.dyne-tx.com/news-release...
investors.dyne-tx.com
000
@RNAiAnalyst @rnaianalyst.bsky.social · 15/06/2025
$NTLA-2002 More and More Looks Like a Cure for HAE (blog): rnaitherapeutics.blogspot.com/2025/06/ntla... Jaw-dropping efficacy/safety. Could totally disrupt HAE market, including on-demand. #HAE $IONS $KALV
rnaitherapeutics.blogspot.com
NTLA-2002 More and More Looks Like a Cure for HAE
When Intellia Therapeutics set out to develop a CRISPR-based prekallikrein knockout for hereditary angioedema (HAE), it was as a compelling ...
021
@RNAiAnalyst @rnaianalyst.bsky.social · 11/06/2025
#uniQure hires away Kylie O’Keefe from #Huntington's competitor #PTCTherapeutics, planning for AMT-130 launch. Guess she has more confidence in uniQure's ddRNAi over PTC's small molecule reaching market soon. So do I. finance.yahoo.com/news/uniqure...
finance.yahoo.com
uniQure Announces Appointment of Kylie O’Keefe as Chief Customer and Strategy Officer
~ Proven biotech executive to lead commercialization of AMT-130 in Huntington’s disease ~ LEXINGTON, Mass. and AMSTERDAM, June 11, 2025 (GLOBE NEWSWIRE) -- uniQure N.V. (NASDAQ: QURE), a leading gene ...
031
@RNAiAnalyst @rnaianalyst.bsky.social · 10/06/2025
What we've learned since #IntelliaTherapeutics liver enzyme disclosure 2 weeks ago: 1) late response (week 4-5)...unlikely LNP tox 2) VERVE-102 uses same ionizable lipid as NTLA-2001/2 (from Novartis) 3) no clinical halts 2 weeks after event #VerveTherapeutics #CRISPR
010
@RNAiAnalyst @rnaianalyst.bsky.social · 10/06/2025
Worth repeating: It is unfair to blame the #pharmaceutical industry for the poor #health of US population. It actually makes sense: more $ spent when people are sick. What needs to be addressed is what makes them sick in 1st place: poor nutrition, having to take a car to get to cross a road.
120
@RNAiAnalyst @rnaianalyst.bsky.social · 10/06/2025
Thanks!
000
@RNAiAnalyst @rnaianalyst.bsky.social · 09/06/2025
MAHA Vows to Disrupt Sick-Care Model in Favor of Cures (blog): rnaitherapeutics.blogspot.com/2025/06/maha... #CRISPR #cures #genetherapy #FDA $NTLA $VERV $BBIO 💊
rnaitherapeutics.blogspot.com
MAHA Vows to Disrupt Sick-Care Model in Favor of Cures
There is now overwhelming evidence that the new US healthcare administration is serious in its mission of making its citizens inherently hea...
220
@RNAiAnalyst @rnaianalyst.bsky.social · 06/06/2025
I bought a German military stock 3 months ago for my kids' future-oriented #portfolio. I checked today: that stock is 80% up. #biotech investing is hard.
040
@RNAiAnalyst @rnaianalyst.bsky.social · 06/06/2025
Breaking...2nd Patient with Chronic Granulomatous Disease Successfully Treated with #PrimeEditing (blog): rnaitherapeutics.blogspot.com/2025/06/2nd-... $PRME $BEAM #CRISPR
rnaitherapeutics.blogspot.com
2nd Patient with Chronic Granulomatous Disease Successfully Treated with Prime Editing
Prime editing researchers are so excited about the technology that sponsor Prime Medicine is unable to control the newsflow on their CGD tri...
000
@RNAiAnalyst @rnaianalyst.bsky.social · 05/06/2025
On the topic of the AATD-related arbitration with #BeamTherapeutics, #PrimeMedicine says AATD development candidate will include 'intentional' non-transition mutation, hence it does not infringe Beam's field which is transition-'only'. Sounds reasonable.
000
@RNAiAnalyst @rnaianalyst.bsky.social · 05/06/2025
#PrimeMedicine CEO said they'll complete dosing of cohort 1 in CGD trial (2-3 patients). I believe this could be enough to get approval under new #FDA. That would be worth ~$150M currently.
100
@RNAiAnalyst @rnaianalyst.bsky.social · 05/06/2025
#FDA Dr OZ at #CBER listening session had interesting idea wrt how to pay for $2M Casgevy-type drugs.... #reinsurance, socialize cost so that individual insurance companies do not feel disadvantaged having rare disease patients.
010
@RNAiAnalyst @rnaianalyst.bsky.social · 05/06/2025
Wonderful #CBER listening session with FDA commish, HHS secretary and Dr OZ. It was literally #CRISPR, #CRISPR, #CRISPR and supporting US biotech.
000
@RNAiAnalyst @rnaianalyst.bsky.social · 05/06/2025
Now Urnov talking to HHS/FDA leadership about miracles of #CRISPR and gene therapy.
000
@RNAiAnalyst @rnaianalyst.bsky.social · 05/06/2025
A real biotech, and esp #CRISPR-rare disease lovefest going on today at #CBER.
000
@RNAiAnalyst @rnaianalyst.bsky.social · 05/06/2025
#FDA HHS secretary Kennedy loves #CRISPR and wants US to be competitive! www.youtube.com/watch?v=x6Lz...
rnaitherapeutics.blogspot.com
Grade 4 Liver Enzyme Elevation in Intellia’s Phase 3 ATTR Amyloidosis Trial
Last night, Intellia filed a material event report ( 8-k ) with the SEC.  In there, they revealed a case of very high, grade 4 liver enzyme...
200
@RNAiAnalyst @rnaianalyst.bsky.social · 05/06/2025
Updated my #IntelliaTherapeutics blog to include recent disclosures on toxicity event: delayed liver enzyme elevations and prior paracetamol use. rnaitherapeutics.blogspot.com/2025/05/grad...
rnaitherapeutics.blogspot.com
Grade 4 Liver Enzyme Elevation in Intellia’s Phase 3 ATTR Amyloidosis Trial
Last night, Intellia filed a material event report ( 8-k ) with the SEC.  In there, they revealed a case of very high, grade 4 liver enzyme...
000
@RNAiAnalyst @rnaianalyst.bsky.social · 05/06/2025
Another must-watch podcast from the 'new' #FDA. Anybody still in camp that Makary and Prasad are bad for #innovation in drug development seriously needs to re-think. In addition to words, now plenty of action to support: x.com/DrMakaryFDA/...
x.com
Dr. Martin Makary on X: "The physician patient relationship is sacred and when the government tries to become your doctor, we don’t have a great track record. Our job at the FDA is to review data and decide whether products are safe and effective. The FDA is not your doctor. https://t.co/odWpWU7ngh" / X
The physician patient relationship is sacred and when the government tries to become your doctor, we don’t have a great track record. Our job at the FDA is to review data and decide whether products are safe and effective. The FDA is not your doctor. https://t.co/odWpWU7ngh
010
@RNAiAnalyst @rnaianalyst.bsky.social · 04/06/2025
#biotech shorts and those that missed the boat by not buying Vinay Prasad appointment are becoming louder...which means we are on the right track. CBER transparency day tomorrow. Important.
000
@RNAiAnalyst @rnaianalyst.bsky.social · 04/06/2025
#FDA Sarepta's #rAAVrh74 viral vector in the limb girdle muscular dystrophy program receives #platform designation. This is another sign that 'new' FDA is serious in accelerating rare disease drug development + bodes well for agency's view of recent DMD death: finance.yahoo.com/news/u-fda-g...
finance.yahoo.com
U.S. FDA Grants Platform Technology Designation to the Viral Vector Used in SRP-9003, Sarepta’s Investigational Gene Therapy for the Treatment of Limb Girdle Muscular Dystrophy Type 2E/R4
CAMBRIDGE, Mass., June 04, 2025--Sarepta Therapeutics, Inc. (NASDAQ:SRPT), the leader in precision genetic medicine for rare diseases, today announced that the rAAVrh74 viral vector used in the invest...
040
@RNAiAnalyst @rnaianalyst.bsky.social · 04/06/2025
You can't make this up. van Herk was not allowed (11%) cause of recent letter, and according to US securities laws, there has to be a 10-day cooling off period after activist actions: fd.nl/financiele-m... Anyway, I give @proqr.bsky.social until end of month to meet guidance. Urgency needed.
fd.nl
Bestuur biotechbedrijf Proqr doorstaat aanval Van Herk
De aandeelhouders zijn akkoord gegaan met de herbenoeming van ceo Daniel de Boer en president-commissaris James Shannon.
100
@RNAiAnalyst @rnaianalyst.bsky.social · 03/06/2025
#ProQR votes are out. deBoer (86.3%) + Shannon (80.7%) re-appointed as Directors. Should encourage corp governance discussion. Only 78.5% of votes cast were in favor of authorizing Board to issue shares. Not sure the 'no' are aware that we are in the biotech business? www.sec.gov/Archives/edg...
sec.gov
130
@RNAiAnalyst @rnaianalyst.bsky.social · 03/06/2025
#FDA must-read: CBER chief Vinay Prasad wants to speed rare disease patient access to drugs that show any promise, also using surrogate endpoints. Vows not to interfere in review process. My man. endpoints.news/fdas-vinay-p...
endpoints.news
New CBER chief Prasad promises to 'rapidly' push even small advances for rare disease drugs
FDA biologics chief Prasad pledges flexibility on rare disease drug data, citing Gleevec as model, promises faster reviews & use of real-world data while maintaining postmarket tracking
030
@RNAiAnalyst @rnaianalyst.bsky.social · 03/06/2025
No, unfortunately. We should see the voting results soon. No filings yet. The message should be clear: more urgency, plus I want to see the NTCP preclinical package when #ProQR announce CTA.
010
@RNAiAnalyst @rnaianalyst.bsky.social · 03/06/2025
#FDA lots of positive things from Prasad and Makary over last few days. Patient access to medical options is top of agenda. On Thursday, we will hear directly from Prasad. Buckle in. www.fda.gov/vaccines-blo...
fda.gov
CBER Roundtable on Cell and Gene Therapy
The Roundtable will provide you with an opportunity to share your thoughts on advancing the field of cell and gene therapy.
010
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
#uniQure this AMT-260 epilepsy n=1 data looks very interesting. If it were an administration procedure artefact, I would have expected the most pronounced effect directly following admin. The opposite is the case.
010
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
#Regeneron is such a cool #genetics-based biotech, but they should also become expert in modalities, not just licensing them. #CRISPR and #RNAediting are ideally suited and they should have them in-house. Prices are cheap, too!
040
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
Real #biotech feasts all over the place. More days like that. And the big news that too few are talking about is #uniQure's regulatory alignment. Vinay Prasad is human!
010
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
#RNAi Therapeutics A Bright Spot In Dark Biotech Winter (blog): rnaitherapeutics.blogspot.com/2025/06/rnai... $ALNY $ARWR $SLN $RGLS $QURE
rnaitherapeutics.blogspot.com
RNAi Therapeutics A Bright Spot In Dark Biotech Winter
Over the last couple of weeks, we have seen business development activities in the RNAi space that made me realize that the modality has fir...
160
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
The external comparator arm will be from the ENROLL-HD study. Pretty sure #uniQure would not have agreed on that if they felt it was losing proposition. Based on #PTCTherapeutics data, cUHDRS declines in ENROLL-HD substantial.
010
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
#VerveTherapeutics and #PrimeMedicine should exchange clinically proven GalNAc-LNP and prime editing rights. Win-win. No need to take undue delivery safety risk here, and #Verve paid too much to #Beam for #CRISPR access.
010
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
#uniQure The 'new' FDA won't stand in the way of a rapid AMT-130 ddRNAi approval for #Huntington's. FDA meeting mintues are back! uniqure.gcs-web.com/news-release...
uniqure.gcs-web.com
uniQure Provides Regulatory Update on AMT-130 for Huntington’s Disease | uniqure BV
The Investor Relations website contains information about uniqure BV's business for stockholders, potential investors, and financial analysts.
110
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
I am concerned about #VikingTherapeutics. The Glp1 deal terms are becoming ridiculous.
000
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
Impressive #obesity data from #Regeneron: anti-myostatin antibody + Glp-1 leads to less lean body mass loss, while preserving overall weight loss. Does a matching deal for Glp1/GIP dual with #China Hansoh. investor.regeneron.com/news-release... investor.regeneron.com/news-release...
100
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
Substantial multi-billion $ #biotech dealmakings this morning: #Sanofi acquired Blueprint Medicines for $9B, #BristolMyers in VEGF-A-PD-L1 bispecific 50/50 for essentially $3.5B upfront. finance.yahoo.com/news/biontec... finance.yahoo.com/news/sanofi-...
finance.yahoo.com
BioNTech and Bristol Myers Squibb Announce Global Strategic Partnership to Co-Develop and Co-Commercialize Next-generation Bispecific Antibody Candidate BNT327 Broadly for Multiple Solid Tumor Types
BNT327, BioNTech’s PD-L1xVEGF-A bispecific antibody, is a clinically advanced investigational immunotherapy candidate with the potential to surpass current checkpoint inhibitor outcomes and set a new ...
010
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
#SilenceTherapeutics more p3 #rusfertide polycythemia vera data presented by competitor Protagonist+Takeda at ASCO, incl number of phlebotomies and % <45% hematocrit. #SLN124 compares favorably in earlier studies. finance.yahoo.com/news/protago...
finance.yahoo.com
Protagonist and Takeda Announce ASCO Plenary Presentation Highlighting Full 32-Week Results from Phase 3 VERIFY Study of Rusfertide, Showing Reductions in Phlebotomy, Improved Hematocrit Control in Po...
NEWARK, Calif. & OSAKA, Japan & CAMBRIDGE, Mass., June 01, 2025--Protagonist Therapeutics, Inc. ("Protagonist") (NASDAQ:PTGX) and Takeda (TSE:4502/NYSE:TAK) announced detailed results from the Phase 3...
000
@RNAiAnalyst @rnaianalyst.bsky.social · 02/06/2025
#IntelliaTherapeutics #CRISPR it looks like tylenol caused gr4 liver enzymes, at least contributed. FDA must pull Tylenol from market, I guess :). x.com/GeneInvestin...
x.com
110
@RNAiAnalyst @rnaianalyst.bsky.social · 01/06/2025
Pharmaceutical companies should start investing in treatments for vaccine-preventable disease. Should be more lucrative than the #vaccines themselves. #measles #polio jamanetwork.com/journals/jam...
jamanetwork.com
Modeling Reemergence of Vaccine-Eliminated Infectious Diseases Under Declining Vaccination in the US
This study estimates the number of cases and complications in the US under scenarios of declining childhood vaccination for measles, rubella, poliomyelitis, and diphtheria.
020
@RNAiAnalyst @rnaianalyst.bsky.social · 31/05/2025
#RNAi pure-plays #Alnylam and #SilenceTherapeutics continue moving higher. Alnylam soon worth more than #Regeneron. Oligos still much less #China exposure compared to antibodies and CAR-Ts. Me-thinks we'll see eye-cathing M&A soon.
040
@RNAiAnalyst @rnaianalyst.bsky.social · 31/05/2025
#ANGPTL3 it may be time for #ArrowheadTherapeutics and #VerveTherapeutics to reposition their ANGPTL3-targeting agents from currently only homoFH and potentially ASCVD...to much larger #MASH opportunity. See also #EliLilly's solbinsiran and Arrowhead's zodasiran ANGPTL3 results:
030
@RNAiAnalyst @rnaianalyst.bsky.social · 31/05/2025
#CRISPR what kills me about the 'irreversibility' argument, esp with regard to cancer is that when cancer emerges as a problem with non-permanent modalities, stopping these medicines don't stop the cancer either.
000
@RNAiAnalyst @rnaianalyst.bsky.social · 30/05/2025
Today #SummitTherapeutics, last week at ODAC FDA panel rejected STARGLOW (COLUMVI) trial data as not applicable to US population because too many Chinese enrolled. Food for thought for the Big Pharma deal makers rushing to #China for early clinical data.
000
@RNAiAnalyst @rnaianalyst.bsky.social · 30/05/2025
#RNAi platform bios #SilenceTherapeutics and #ArrowheadTherapeutics thriving recently. Guess the recent deal flurry in sector is helping. Hope that #Silence has been progressing #inhibinE for obesity as well. That, in addition to p3-ready Lpa, will clinch the deal.
120
@RNAiAnalyst @rnaianalyst.bsky.social · 30/05/2025
#ProQR here is the van Herk letter. Makes important points, including violation of Dutch securities laws regarding Director term limits. Annual Meeting next week. www.sec.gov/Archives/edg...
sec.gov
240
@RNAiAnalyst @rnaianalyst.bsky.social · 30/05/2025
I must say #ProQR is on probation right now. Having delayed clinical entry in this biotech environment was daring. My demands: 1) It has to be for a substantially better candidate, show NHP data along with CTA news 2) CTA Q2 guidance must be met.
020
@RNAiAnalyst @rnaianalyst.bsky.social · 29/05/2025
Hope we see many more examples of this heightened focus on real promising biotech programs. I had a small position in #PepGen, but did not like them spending most of my $$$ on DMD. Now, investors may consider capitalizing it again.
000