Group 1 - Avidity Biosciences Inc. (NASDAQ:RNA) has gained significant hedge fund interest, with an increase of 28 hedge fund holders in Q4 2025, indicating strong momentum in the stock [1] - The company has postponed its special stockholder meeting from February 23 to February 26, 2025, to allow more time to meet conditions for the distribution of Atrium Therapeutics Inc. shares to its stockholders [2] - The expected distribution of Atrium shares is set for February 26, with the merger with Novartis AG anticipated to close on February 27, subject to stockholder approval and other closing conditions [2] Group 2 - Avidity Biosciences is focused on developing a new class of therapies known as Antibody Oligonucleotide Conjugates (AOC), which aim to combine the benefits of monoclonal antibodies and oligonucleotide-based therapies to target previously undruggable diseases [3]

RT Nick Szabo (@NickSzabo4)Besides amino acids made from scarce single-nitrogen molecules, another crucial building block hard for life to get from the environment is phosphate, out of which is made the core molecules of life: DNA, RNA, and the ubiquitous energy molecule adenosine triphosphate (ATP). ...

A young woolly mammoth died 40,000 years ago, its body preserved in the Siberian permafrost. Scientists were able to extract rare RNA from its skin and tissues. https://t.co/Yz7TxqcqnF ...

Group 1 - Avidity Biosciences, Inc. is being acquired by Novartis in a straightforward deal with no overlap between the two businesses, expected to close in the first half of 2026, although there is timing uncertainty due to a small "SpinCo" component [2][5] - The SpinCo contains approximately $270 million in cash and rights from collaborations, with partners covering all R&D expenses, leaving SpinCo responsible mainly for administrative costs [3] - The valuation suggests that the SpinCo could be worth $2–3 per share, and if the main deal closes at $40 per share, the cash portion would be valued at $70.3 per share, providing an annualized return of 6.8% while effectively receiving the SpinCo for free [4] Group 2 - The market may be undervaluing the acquisition deal due to capital reallocation in biotech funds and timing uncertainties, but with Novartis as a credible buyer, it represents a low-risk opportunity with potential upside [5] - Avidity Biosciences, Inc. is not among the 30 Most Popular Stocks Among Hedge Funds, with 26 hedge fund portfolios holding RNA at the end of Q2, down from 28 in the previous quarter [7] - While acknowledging the potential of RNA as an investment, the company believes certain AI stocks offer greater upside potential and less downside risk [7]