Soma by Body Decoded

Soma by Body Decoded.
Soma turns biological signals into a simple daily Body State across Inflammation, Metabolic, Recovery, and Balance

[Soma by Body Decoded @bodydecodedai]

Now testing “what does my data say” - summary analysis of biomarkers, blood, urine, and wearable

[Kris Siemionow, MD, PhD @siemionowkris]

Perhaps this turns into a longevity arms race, might not be such a bad thing ?

https://t.co/lAqu5P1rQz

[Kris Siemionow, MD, PhD @siemionowkris]

@Polymarket Prediction- No records will be broken since everyone is juicing already

[Soma by Body Decoded @bodydecodedai]

Biological signals,
decoded over time.

BodyDecoded integrates bloodwork, urine chemistry, wearable data, and daily context into a single, confidence-scored view of biological state

[Soma by Body Decoded @bodydecodedai]

https://t.co/q8zMtNU9t8
Biological signals, decoded over time.

BodyDecoded integrates bloodwork, urine chemistry, wearable data, and daily context into a single, confidence-scored view of biological state — with the primary driver and one clear next step

[Kris Siemionow, MD, PhD @siemionowkris]

🚀 **Game-changing moment in genomics!** Element Biosciences just unveiled **VITARI** — a compact benchtop sequencer delivering high-quality whole human genomes for just **$100** (half Illumina's NovaSeq cost), with >90% Q30 accuracy, up to 10B reads (3TB data) per run, and flexible dual flow cells for independent projects.

This isn't just cheaper sequencing—it's a massive unlock:
- Enables massive **population-scale studies** for better understanding complex diseases
- Accelerates **rare disease diagnostics** and newborn screening
- Powers **precision medicine**, cancer research, and personalized therapies at unprecedented scale
- Democratizes access for smaller labs, academia, and global health initiatives—no more compromises on quality, flexibility, or cost

Shipping H2 2026, pre-orders open. The $100 genome era is here, and it's about to explode biological discovery! 🧬🔬

#Genomics #PrecisionMedicine #Biotech #VITARI #DNASSequencing

[Soma by Body Decoded @bodydecodedai]

Great new feature released by the https://t.co/FtTSii4cs3 team. You can now take routine sequences and instantly generate a 3D rendering of the lumbar spine, with click-to-select segmentation of key anatomy—including discs, vertebral bodies, nerves and other anatomical structures

[Soma by Body Decoded @bodydecodedai]

Great new feature released by the https://t.co/FtTSii4cs3 team. You can now take routine sequences and instantly generate a 3D rendering of the lumbar spine, with click-to-select segmentation of key anatomy—including discs, vertebral bodies, nerves and other anatomical structures

[Kris Siemionow, MD, PhD @siemionowkris]

@GSuteniec Tak jak w $Medicalgorithmics. Prezes nie pobiera pensji i nie jest częścią ESOP

[Kris Siemionow, MD, PhD @siemionowkris]

Billionaires fleeing California for Miami in 2026 is straight out of the Tudor playbook…

In the 1500s, Henry VIII’s court moved castles every few weeks— mostly because of the **smell**, a smell of their own making

Hundreds of people + overflowing cesspits + no real plumbing = unbearable stench. They’d abandon a palace so gong-farmers could clean it out and let it air—then bounce to the next fresh spot.

https://t.co/YLyDtxKSXJ

[Kris Siemionow, MD, PhD @siemionowkris]

$NKTR drops solid REZOLVE-AD maintenance data for **rezpegaldesleukin** in moderate-to-severe atopic dermatitis. Stock up ~13% premarket.

- Week 52 durability: 71–83% maintained **EASI-75** (monthly/quarterly dosing)
- 85% / 63% maintained **vIGA-AD 0/1** (clear/almost clear skin)
- EASI-100 (complete clearance) deepened up to 5x over time
- Safety: Low AE discontinuations (~3.5%), clean profile
- Supports Phase 3 with both monthly **and** quarterly options — potential edge vs. Dupixent on convenience

Conference call done; data met/exceeded expectations per analysts.

Mechanism holds up, durability looks strong. Bullish setup for AD play.

#biotech $NKTR

[Kris Siemionow, MD, PhD @siemionowkris]

@unusual_whales @Hall8Jack So they knew he was going to “kill himself” the day before he killed himself and they did nothing about it?🤔🤔🤔

[Kris Siemionow, MD, PhD @siemionowkris]

@DeItaone Nice people, definitely trustworthy

[Kris Siemionow, MD, PhD @siemionowkris]

Could be a wild week for the
$RGNX stock. FDA placed a clinical hold on the program late last month due to a tumor case in the related RGX-111 (MPS I) study — shared risks cited. The company has its PDUFA decision for RGX-121 (clemidsogene lanparvovec), a one-time gene therapy for MPS II (Hunter syndrome). Approval could unlock a Priority Review Voucher + major upside in this ultra-rare space.

#Biotech #RGNX #GeneTherapy #PDUFA

[Kris Siemionow, MD, PhD @siemionowkris]

@TihoBrkan Thanks for noticing, Even more of a bottom at 2 years, good luck to you

[Kris Siemionow, MD, PhD @siemionowkris]

@TheStalwart @mroliverbarnes For those who read @nntaleb the answer to how he managed this “feat” is quite simple.

[Kris Siemionow, MD, PhD @siemionowkris]

Biotech heating up Feb 5:
$LLY crushes Q4 w/ ~$19B rev (Mounjaro/Zepbound booming), guides $80-83B for '26 → stock soaring.

$NVO faces headwinds w/ grim outlook → shares down sharply.

Eikon Therapeutics upsized $381M IPO (largest since '24).

Pipeline moves: Lilly drops 3 assets incl Prevail gene tx; Novartis axes 6 Ph1s.
Obesity rivalry intensifies! $XBI

[Kris Siemionow, MD, PhD @siemionowkris]

@augmedics exit from commercial spine ops isn't surprising—at least to me it wasn't, and it shouldn't be to you either.

They never cracked meaningful penetration: cumulative 10k–12k over 7 years translates to tiny market share, concentrated in pockets (e.g., UConn's 6-surgeon program as one of the largest). Navigation adoption overall struggles at 30–50% in equipped centers; standalone AR overlay faced even tougher barriers.

I still think this was a product-market fit failure—the tech did not deliver enough value to the surgeon to be worth the heavy gear on your head, the squeeze was not worth the juice. It was also a commercialization + ecosystem fit failure.

Spine is a platform game: incumbents (Medtronic, Stryker, Globus, etc.) bundle navigation with implants, robotics, imaging, service contracts, and reimbursement pull-through. A pure-play AR glasses company couldn't force broad adoption against long sales cycles, capex hurdles, and no integrated incentives.

AR in spine remains very appealing, Just not as a solo act.

https://t.co/5mXq3Nbiho @Ryortho1

[Kris Siemionow, MD, PhD @siemionowkris]

$NVO continues its strategy of destroying shareholder value

[Kris Siemionow, MD, PhD @siemionowkris]

$PFE
Pfizer's $10B Metsera buy faces early questions after Feb 2026 Phase 2b data for PF'3944 (MET-097i) showed ~10-12% placebo-adjusted weight loss at 28 wks—solid for monthly dosing but trailing Lilly/Novo leaders per cross-trial views. Stock dipped; critics see it as another big M&A bet amid prior flops.

Recent M&A setbacks (per reports, activist Starboard Value critiques, earnings):

- Global Blood Therapeutics ($5.4B, 2022): Oxbryta withdrawn Sep 2024 due to increased VOCs/deaths—near-total loss/write-off, cited as major value destruction.
- Broader ~$70B+ post-COVID spree (incl. Seagen $43B) drew Starboard's 2024 ire for overpaying & poor returns, contributing to ~$20B+ alleged shareholder value erosion since 2019.

Exec comp remains high: CEO Bourla's total pay ~$24.6M in 2024 (up from $21.5M in 2023), with heavy incentives despite stock lag & setbacks.

Management's big-acquisition reliance to offset internal shortfalls has cost shareholders in cases like GBT—while comp stays robust.