Chris

@RNAiAnalyst Seems they got very lucky @ArrowheadPharma differentiated trial design played pathfinder for them on this target. PII should yield much better results will be an interesting value prop

$WVE CEO quite optimistic about overall weight loss and showing utility in type II diabetes and MASH once they target inhibinE in high BMI individuals starting this Q 👍. $arwr

@mindsetmachine "Do buisness until I come"

When a Youtuber fulfilled a man with cerebral palsy's dream to ride in a Lamborghini ❤️

@erikpnyc86 @Longroaderstar If $ARWR M&A was ever reached to satisfy both parties opinion would be an above average upfront with the biggest CVR ever struck. Below is why time is of the essence otherwise its a pretty straightforward path to $ALNY Land based on $XBI revenue norms x.com/i/status/20103…

@Longroaderstar $ARWR will never sell for 15-20B. $ALNY was valued at $65B a few months ago with mainly orphan indications and arguably inferior technology.

$arwr Since M&A is hot, Arrowhead as a potential candidate should be attractive at $15b to $20b. Considering pipeline and platform, it is still relatively cheap.

Curious for @RBC $ARWR updated price objective. They have not updated since December. Pre Obesity data & named 1 of 3 internal picks highly likely to draw acquisition interest.

$ARWR

@MykeC382023 I put a shell limit

Next time I get dragged too the beach shell picking with my wife I’m bringing fake gold coins and scattering them all over

@jim_miller64 Highly unlikely @ArrowheadPharma is interested in being acquired at a generous premium to current prices. Target at 3B sure...a deal to be made...zero chance $ARWR

Does anyone have an explanation on why $ARWR is consistently dropping on a daily basis? Are they heading back to a $3b market cap and an easy acquisition target?

@SJosephBurns Spigot what Spigot

Explain why oil is up over +53% year-to-date in 2026 in THREE words or less. ⬇️

@RNAiAnalyst @LaminarRed Hope it's better than expected! This has been a wild story $ABVX

@LaminarRed I am trading $abvx from a position of strength until data. Worst case, buyout announced before data and I have a 50% position; if lucky, buyout announced when I'm overweight. In both cases I could live with that.

The pullback in $ABVX over the past two days was expected. It had already risen continuously for 8 days prior, significantly deviating from the moving averages, so technically a callback was needed. Additionally, this pullback stems from the fact that the positive news from the ECCO conference earlier this week has already been fully priced in, triggering profit-taking sell-offs. On top of that, there was the negative rating report from Wedbush (though the content was quite ridiculous, I won’t go into details here). So overall, a short-term callback is not surprising at all. I expect the stock will continue to experience wide-range oscillation but with an overall upward bias until the Q2 maintenance data is released. For a company with such solid fundamentals, what we need to do is simply remain patient and avoid excessive worry.

$NVO If you can't own the sprint own the marathon $WVE $ARWR $LLY

@RNAiAnalyst Ever hear the story of the skunk that tried to pass as a duck...

$ions never thought I'd live long enough to see Ionis billed an 'RNAi biotech'.

@LizAnnSonders @mrmikeMTL Absolutely not over 60.

@mrmikeMTL Yes, I am

Super serious question. Is anyone on X actually over 60?

@RNAiAnalyst @TerryMSmith True

@TerryMSmith The cost of goods of annual #RNAi should not be that high, certainly cheaper than the $149/month Glp1 pills. Others will get it prescribed and paid for by insurance.

OTC could make drugs like visceral fat-burning inhibinE jabs go viral almost instantly. $wve $arwr

@Rainmaker1973 Sin

What are you deleting?

@RNAiAnalyst Garnering 1-2B per target pretty much unanimously these days for an siRNA molecule it is still astounding to me that a more reputable RNAi co has not been transacted $ALNY $IONS $ARWR

Sanegenebio, a Chinese #RNAi outfit started by ex- $DRNA people and in p1 with inhibinE, licenses drug candidate to Roche for $200M upfront. Follows deal with $lly. Similar developments have been happening with ex- $ARWR staffers, less so with ex- $alny, partly because Alnylam hired more from India, partly because their job contracts had tougher non-compete clauses. prnewswire.com/news-releases/… $wve

The Matrix is becoming more transparent 🫠 $ARWR Puts & Calls

@RNAiAnalyst @ArrowheadPharma Fully acknowledge im thinking of utility well beyond at risk patients, inside markets that wouldn't be very fruitful from a monetary perspective but the potential through these mechanisms is wild!

@3IDWarrant @ArrowheadPharma Weight loss is not an objective for treating people with hypothyroidism, but makes sense for hypothyroidism-related MASH etc.

$wve $arwr just dawned on me: in order for type II diabetics to readily lose weight (=fat), you need to overcome their tendency (high insulin trying to shove sugars into already overloaded hepatocytes) to store and keep fat in the first place.#obesity By triggering fat burning directly, #inhibinE knockdown bypasses sugar and explains why it is particularly effective in type II...ultimately restoring insulin-sensitivity, too.

@RNAiAnalyst @ArrowheadPharma It certainly is not, even on hormone therapy it continues as a neglected downstream side effect that diet and exercise barely touch. So many other instances, que the high cortisol staffer..... $ARWR $WVE

@RNAiAnalyst When I start to chase the wide array our bodies store fat the more and more the post GLP-1 world looks like it could be a botox type environment applicable to every person if interested for reason $WVE $ARWR