Discover and read the best of Twitter Threads about #tpd

Most recents (8)

Looking at a little Strategy: 🧵

I hope putting out my game plan will help other get ideas on how to do a strategy for investing to maximize returns.
1/ I am finally getting comfortable with my strategy. I have a set amount now that I am contributing to each of my portfolios for #biotech, #tech and #crypto. My plan is to use the any rallies to fade some of the companies I want get rid of that disappointed me.
2/ Then I want to use that cash to accumulate more of the companies I like. The max tax loss I can take for a year about $3,000. That would reduce my taxes and get me back about 25% or $750 in tax savings. It will work out like getting some cash back on those losers.
Read 14 tweets
The most impressive science in biotech right now is:

1. #iPSC
2. #AI/#ML in biotech
3. #SynBio
4. #CRISPR
5. #TPD
#iPSC has to be doing some of the most amazing science in the entire sector right now. The funny part is they don't get all the hype as the other hot science spaces. They are completely engineering cells that have many new functions and remove many old functions.
They are making all kinds of cells from stem cells into eye, heart, liver, pancreas and immune cells. They don't get much love because of the bad data of the allogeneic CAR-T programs, but some of these companies are completely disruptive.
Read 20 tweets
The English government has created such a binfire in #ITE and #TPD #edpolicy to a point that former favourites & courtiers are now lawyering up to fight the gov’t for their survival. Students, schools & communities continue to lose out to culture wars promoted by the state. 1/7
England really is worth watching for #edpolicy. For all the wrong reasons. 2/7
tes.com/magazine/news/…
For example: #ITE providers can be awarded an ‘outstanding’ (top) grade by @Ofstednews in one month and then failed on their reaccreditation by @educationgovuk two months later, like @UniofNottingham 3/7
schoolsweek.co.uk/top-grade-uni-…
Read 7 tweets
1/ I have been spending a lot of time with the market selling off trying to share and teach about investing and how to build a portfolio to diversify across assets and risks.
2/ I think its good to take time when the market is down to focus on improving our game for the next time around. Since I am a biotech focused investor, I would like to share with you the trends within the biotech space I think could propel the next decade of innovation.
3/ If you know me already, these won't be very new to you. My first big concept is using tech in biotech with developing #AI, #ML and #Automation to drive down the costs and improve the success of clinical development.
Read 18 tweets
1/ Bargain Hunting in #TPD:

These are the companies that rank in my top picks for people to use as a jumping off point to do their own research.
2/ My first pick here will be $ARVN, but not because I like their science the most. I am actually not that thrilled with their ER and AR program. I picked them as they are the most established with data and have a big partner.
3/ They made a big partnership for their ER program. They now have $1.6 billion cash. That is nearly half of their $3.6 billion market cap. That makes them really cheap while we wait for some of the bigger programs like KRAS and Tau.
Read 16 tweets
Ranking my Companies by Management:

By science theme and management.
#AI/#ML in biotech

1. $RLAY
2. $RXRX
3. $SDGR
4. $EXAI (have not heard him present yet)
#TargetedOcology

1. $BPMC
2. $MRTX
3. $ERAS
4. $RVMD
Read 7 tweets
(1/4) Molecular glue degraders are captivating drug discovery, but how might drug resistance emerge? Read our new preprint! We identify themes of degrader resistance involving neosubstrates. #TPD biorxiv.org/content/10.110…
(2/4) Using CRISPR-suppressor scanning, we surveyed the resistance landscape across 2 neosubstrates. As expected, the ternary complex interface is a resistance hotspot. But different interfaces can tolerate different amounts of mutations, influencing resistance.
(3/4) When the interface is mutationally constrained, distal mutations can pop up in unexpected places in the neosubstrate. For us, these mutations only partially impact degradation. But small changes in degradation can sometimes lead to big changes in phenotype/resistance.
Read 4 tweets
The conflicts that arise from positive maladjustment* to the status quo in our external and internal world, and their attendant anxiety and other unpleasant mental states, become vehicles of growth, propelling us toward personality development.
*Positive maladjustment is a developmental dynamism (one of several) that arises at the level of spontaneous positive disintegration and usually is a mark of its beginning.
Dynamisms are inner forces of growth and transformation of individuality into personality, characteristic of the process of positive disintegration.
Read 6 tweets

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