Giovanni Preite

Immerse yourself in restless equanimity.

[Giovanni Preite @gpreite]

https://t.co/IezUdoKDth $CRBU

[Giovanni Preite @gpreite]

@RazorSharpDNA If durability confirms,

$CRBU = auto-level efficacy + off-the-shelf scale + radically lower COGS.

That’s not a rebound.
That’s margin expansion in disguise.

In vivo is a thesis.
Allo with Phase 3 durability is a business.👀🧬

[Giovanni Preite @gpreite]

FACT-ready matters.
Vispa-cel is already embedded in a CAR-T-compatible clinical network, making integration immediate for Pfizer, Gilead or Novartis.
When integration risk goes down, acquisition price goes up. $CRBU $PFE $GILD $NVS @CaribouBio

[Giovanni Preite @gpreite]

@awisejester Agreed. Phase 3 would de-risk the asset and make it board-defensible.
The question is whether Pfizer pays more later for certainty or moves earlier.

[Giovanni Preite @gpreite]

@BigPharmaSharma Vispa-cel isn’t whispering — it matches autologous efficacy with cleaner safety.
Cash burn matters, but platforms like this get deals.

“No big pharma interest”?
Pfizer is already in, and vispa-cel fits their allo → in vivo path.

It’s who gets to CRBU first.

[Giovanni Preite @gpreite]

@CaribouBio Strong clinical data are essential but not enough to sustain value in biotech.
Moving to Phase 3 without a clear funding plan heightens dilution and valuation risk.
Even a brief financing outline at ASH would strengthen CRBU’s position and investor confidence. #ASH25 #biotech

[Giovanni Preite @gpreite]

@CaribouBio In biotech, strong data alone won’t protect value.
Entering Phase 3 without clear funding nearly guarantees dilution or a bargain takeover.
Pairing ASH results with even a brief financing plan would immediately strengthen CRBU’s position and credibility. #ASH25 #biotech

[Giovanni Preite @gpreite]

@BigPharmaSharma @Rocro33 "..will have to go alone..". The search on the market for a Medical Director is a first step toward this goal.

[Giovanni Preite @gpreite]

@Rocro33 Regardless of Pfizer, Caribou Biosciences has absolute value — in its chRDNA patents, precision DNA-editing technology, and unmatched genome-engineering know-how. Its worth transcends any trial outcome.

[Giovanni Preite @gpreite]

@Rocro33 Pfizer’s logic with Caribou is clear: Elrexfio anchors their BCMA play, CB-011 extends it—next-line if Elrexfio wins, fallback if it stumbles. With ROFN, embedded execs & a lean pipeline, this looks less like hype and more like pre-acquisition setup.

[Giovanni Preite @gpreite]

@lefrasidiosho La Puglia è già un altro pianeta!

[Giovanni Preite @gpreite]

@ElonMuskAOC You should decide! X or Twitter, No way!

[Giovanni Preite @gpreite]

@TylerDurden https://t.co/mK9z1laFQX

[Giovanni Preite @gpreite]

@elonmuskADO Yes

[Giovanni Preite @gpreite]

@elonmusk ..and when you return to Rome, in the end, you come back to that home where everything began.

[Giovanni Preite @gpreite]

@elonmusk Remember: You and our civilization were born with Rome.

[Giovanni Preite @gpreite]

@elonmusk E poi.. ogni tanto, ti ritrovi in tw delle strane foto..come quella di Clemente Mastella e Lanny Kravitz.

[Giovanni Preite @gpreite]

@elonmusk where it all began..

[Giovanni Preite @gpreite]

@GaryGensler @SECGov 🤡