Discover and read the best of Twitter Threads about #SnytheticBiology
Most recents (1)
Looking at a little strategy:
Sharing some strategy while the sector is still down.
Sharing some strategy while the sector is still down.
1/ I pick science themes like the use of #AI or #ML in drug discovery. Then I go out and find every company I can in that space. I make myself a list and start doing my research. I slowly whittle down the crowd to 5 names that stand out.
2/ Then I go further into the companies with listening to webcasts so I get to know if the management knows their stuff. I dig into the science and data. I even read the 10K or S-1 and understand the balance sheet. Then I look at the indications and the potential.
