SignoGnazio

[Prime Medicine @PrimeMedicine]

Milestone moment:

✅ New Zealand Clinical Trial Application cleared for PM577a
✅ First clinical authorization for our in vivo Prime Editing therapy
✅ Phase 1/2 trial in Wilson disease to begin

A step toward a potential one-time genetic cure. Data expected 2027.

[The Long Investor @TheLongInvest]

$NVO is starting to break away from the 200 Monthly MA support level now at $37, there is a +120% gain just to get back to the 50 Monthly MA which is also the 200 WMA.

There is only one place where this is going next

Price is still in the Accumulation - Buy Zone.

[Aktieland, M.D. 🇩🇰 @Aktieland]

$NVO is not just launching a new product in the UK.

It's making a major push into one of Europe's most important healthcare markets.

The message is clear: Novo is investing heavily in the UK obesity market and betting on pills becoming the next wave of GLP-1 adoption.

[Kelsi Isaiah @KelsiIsaiah]

$NTLA I understand the attack reductions are the more fundamentally important measures of these trials. But take a look at the AE-Quality of Life Score - it’s almost 4x the clinically important improvement.

Thank you NTLA, this is literally life-changing for AE patients!

[Ted @BlackInk67]

$CRSP did 3 conf calls in a week (Jefferies, William Blair, Goldman). Fed all 3 transcripts to Claude to cut the jargon and surface the signal: 5 catalysts H2 '26, pivotals in '27, $2.4B cash, profitability "when not if." Plain-English breakdown attached

[Wei Zhao @zhaoweiasu]

$PRME Update:
The CEO said capital requirements getting through 2027 are not significant for three key reasons:
➡️1–2 preclinical milestones from BMS coming in the near-to-medium term
➡️Monetization of the CGD program (RPDD)
➡️Potential BD deals

[SignoGnazio @SignoGnazio]

@crisprspace @Allan_Reine @PrimeMedicine And what if we were to discover that PCSK9 is among the upcoming liver targets in the pipeline? Would you still write so harshly? Let’s remember that PE8 was patented with that gene.

[The Long Investor @TheLongInvest]

$OSCR

Consolidation periods frustrate retail investors because they get fomo when they see the current 'hype' sector running

Institutions don't have this issue, they just accumulate because they understand fundamentals

You need to behave like institutions because typically the breakout will be intense after a long consolidation

We behave like institutions but for the retail investor.

$36 next.

[The Fox Radar @TheFoxRadar]

$PRME Allan Reine at the Jefferies Global Healthcare Conference 2026. Summary of the most interesting points discussed

• Pipeline expansion. More liver indications will be announced this year. The opportunity in these is even greater than Wilson and AATD.

• Collaboration with Bristol: PRECLINICAL MILESTONES are being ACHIEVED, which he cannot comment on due to contractual obligations.

• Wilson: IND on time. Dose will be agreed upon with regulators. Biomarkers: urinary copper, fecal copper, ceruloplasmin, NCC, and radiolabeled copper PET. 30 patients have already been selected for the initial study. He considers it reasonable that the first clinical data could be available by the end of 2026.

• AATD: IND on time. The initial study will probably be divided into two cohorts, one with patients with lung disease and another with liver disease. Results will be measured based on biomarkers.

• BEAM arbitration: a resolution is expected before the end of July or, at most, 6–8 weeks later.

Why does PRME’s approach fit within its licenses?

The interpretation of the Beam license is that Beam can only perform a transition edit (nothing more), a transition with additional modifications added. These additional modifications help reduce the activity of repair mechanisms and increase editing efficiency. The agreement is not divided by diseases; the only exception is sickle cell anemia.

• Cystic Fibrosis: they expect preclinical data this year. Focus on basal cells, secretory cells, and also on the group of patients who cannot benefit from current treatments due to mutation type or because they do not tolerate the drug (10–15%). In basal cells, a one-time curative therapy or a few treatments over a lifetime could be achieved. In secretory cells, it is more complicated because they continuously renew themselves; the treatment would be administered two, three, or four times per year. Another approach is to correct both the AF507 and AF508 mutations with the same editor. PASSIGE could possibly be used. PRME’s approach to fibrosis is very comprehensive, and the market opportunity is enormous.

After listening to Allan, I believe this year will be more bullish than I had previously considered. This year and next year will be exciting and decisive.

Today is the AGM 2026 conference. I will try to bring a summary of the most important points as well. Stay tuned.

@PrimeMedicine @Allan_Reine

[SignoGnazio @SignoGnazio]

@JKeynesAlpha I wonder what investors seeking high-potential stocks think the exact moment they look up the $PRME ticker and read his words. It deters retail backers from joining gene editing, yet their support is vital to boost volume and fuel innovation.

[SignoGnazio @SignoGnazio]

@bearlyai @grok what are the implications for $AMD?

[SignoGnazio @SignoGnazio]

@GeneInvesting Has the gap down in $NTLA stock price a rationale?

[SignoGnazio @SignoGnazio]

@GeneInvesting CF will be eventually cured with LNP or AAVV?

[SignoGnazio @SignoGnazio]

@laylamarlene L'ho riconosciuto senza leggere Layla

[SignoGnazio @SignoGnazio]

@LieraMarco Massima redistribuzione [cit.]

[Wei Zhao @zhaoweiasu]

David Liu’s lab used ProteinMPNN to tie up many loose ends in the evolved prime editors (PE6) by introducing as many as 163 amino acid residue substitutions, creating PE8 and showcasing the combined power of AI and directed evolution.

[SignoGnazio @SignoGnazio]

@AMD In Lisa Su we trust.

[TRADESTER JJ @TRADESTERJJ]

$AMD investors know what this feels like

[Gene Investing w/Anthony 🧬 @GeneInvesting]

Nice to see $200m for the voucher $PRME

[Wei Zhao @zhaoweiasu]

First, thanks for deleting the prevous thread.
The dilution pressure for $PRME is real, but could be much less than people feared if two things played out.
1. The RPDD voucher from potential CGD approval, which could happen next year. That will likely generate ~$200M revenue based on recent transactions.
2. The $185M preclinical milestones and $1.2B development milesontes from the BMS deal. It could happen as early as this year.