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Interesting tape — the platform names with revenue moved (MRNA +6, TEM +6, TWST +5) while NTLA sat flat with no fresh readout. Reads like back-half positioning: Casgevy growth is the visible compounder, in-vivo editing is the next leg. Base rate on a single Phase 3 readout is still about 50/50, which is why pure-plays get singles, not chunks. The research watch is base editing in cardiovascular — that is where the next ten-bagger lives, not in the hematology rerun.

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