$RARE

Ultragenyx Pharmaceutical

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$RARE

Ultragenyx Pharmaceutical

Past 12mo:5mentions3voices

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All voices5 mentions since Jul 2025calls only

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Frequently asked

Who mentions $RARE most on Surfaced?

@adamfeuerstein (Adam Feuerstein ✡️) mentions $RARE most — 3 mentions in the past 12 months.

When was $RARE first mentioned on Surfaced?

The earliest tracked mention of $RARE in the Surfaced archive was on Jul 17, 2025.

How many voices track $RARE?

3 FinTwit voices have mentioned $RARE 5 times in the past 12 months.

What kind of voices mention $RARE most?

$RARE is mentioned most by Biotech voices on Surfaced.

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Recent mentions

5 mentions

@pelositrackerApr 8, 2026 · 3:15 PM

New: Gil Cisneros (D) just filed up to $1,300,000 of new stock trades The ones that stood out are 3 pharma picks: $AGIO, $BBIO, and $RARE The crazy part is that all 3 had major FDA decisions go their way within weeks. every stock is up 10-26% Cisneros doesn't sit on a single health committee but 3/3 on FDA decisions is pretty good

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@jonerlichmanSep 25, 2025 · 8:46 PM

$APLS $LEGN $RARE $TGTX $ACOG $CYTK $CRNX $CLPT $SDGR $SLP https://t.co/AAhdn49DMo

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@adamfeuersteinJul 31, 2025 · 12:39 PM

Are we sure Vinay Prasad’s ouster is positive for biotech? Some musings in this week's newsletter. A commonly held view of his three-month tenure running the FDA’s biologics division was that he was more obstructionist and inflexible toward cell and gene therapies than one might have predicted, even accounting for his reputation as a conservative data nitpicker. The FDA rejected $REPL $RARE and $CAPR. Prasad went to war against $SRPT His departure means the FDA will revert to its more permissive, flexible ways, the thinking goes, and that’s good for developers of cell and gene therapies, good for makers of drugs for rare diseases, and a tailwind for biotech overall. I’m not so sure. You know me by now. I have a hard time fully buying into the rosy story. What if Prasad’s replacement as CBER chief is worse? By that, I mean a person who is more politically motivated and more in the MAHA, anti-pharma and anti-vaccine orbit of Health and Human Services Secretary Robert F. Kennedy Jr. Read more at link below, plus some thoughts on the road ahead for $SRPT

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@adamfeuersteinJul 22, 2025 · 11:03 AM

$REPL rejection follows the rejection of $CAPR and $RARE drugs, and the FDA's actions against $SRPT. CBER Director Vinay Prasad is setting a different tone than his predecessor.

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@adamfeuersteinJul 17, 2025 · 6:10 PM

The Readout LOUD crew interviewed $RARE CEO Emil Kakkis for this week's podcast. He gave us a fascinating look deep into the FDA's CRL for its San Filippo gene therapy. You'll be amazed at some of the arcane reasons, like not enough temperature probes in a shipping container, that the FDA used to justify delaying the approval. There has been a lot of talk about the ways FDA bureaucracy and red tape slows drug development — and how the agency's new leadership should remove needless obstacles. Emil is frustrated and he offered real-life examples. Listen tonight or over the weekend.

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