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Biotech2k

19 Nov, 10 tweets, 2 min read

Looking at my Targeted Protein Degrader Companies:

This is a fairly new space for me. I get that its still in early stages. I know many of the E3 ligase targets have been accidently discovered so far.

I think this space is just getting started. So much research is coming into this space for the science. There is bound to be big breakthroughs that will lead to new developments. I think this space will eventually replace the RNAi space.

It offers far more flexibility across all tissues without the worry over delivery. It offers a very clean safety profile.

I have:

$ARVN 2.07%
$KYMR 2.07%
$CCCC 2.76%
$GLUE 2.76%

That put this theme at 8.96% of my portfolio.

$ARVN is not my favorite in this space. I am not a big fan of the ER or AR programs. I am glad they got Pfizer to partner away all the ER stuff. This comes down to Tau or KRAS for me. If they don't impress with those, I would bail.

$KYMR is my favorite in this space. They have a very early stage IRAK4 program that could change the inflammation space for so many diseases. This could be a huge drug. They have a STAT3 degrader in development to follow that up.

$CCCC has a few exciting programs all around oncology which I really like. Their lead is IKZF1/3 for melanoma has a lot of potential. I am waiting to see how their EFGR and BRAF programs compare to the already block buster kinase drugs on the market.

$GLUE has been the underdog so far. I think it has the most potential if the science works out. Their NEK7 program that inhibits the inflammasome could be as big or bigger than $KYMR with IRAK4 should it work as well. Their lead drug is for Myc driven cancers.

If I had to shrink to 3 companies in a triage situation for the market, I would drop $ARVN. I would only do that if I had to. Most of these companies are hanging around near my cost basis.

$GLUE is the only one that has been painful to hold, but I think it offers the most reward if the science works out. It could jump 300% just to catch up to $KYMR with strong inflammation data.

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Biotech2k

@Biotech2k1

21 Nov

Looking at my Genomics Companies:

This has probably been the most bubbly space in biotech the past year. I dumped all these companies back in late January and only recently started buying any of them back.

I love the genomics space, but the cart is way ahead of the horse at this point. I think many of them are now down 50% or more from their highs as human behavior always goes from bubble to bust and back again. I still don't think any of these scream cheap yet.

I have:

$BEAM 2.02%
$CRSP .69%
$PACB 1.38%
$NVTA 1.38%

This theme makes up 5.47% of my portfolio.

Read 9 tweets

Biotech2k

@Biotech2k1

20 Nov

Looking at my Synthetic Biology Companies:

The synthetic biology space is all about creating new biology. This is mostly around engineering yeast or bacteria to become tiny factories. This offers a sustainable resource for rare products.

I have:

$DNA 1.38%
$TWST 1.38%
$ARMS 2.06%
$CDXS .69%

This theme makes up 5.51% of my portfolio.

$DNA is the fan favorite for this space, but it also prices in a huge amount of success already. They focus on engineering microbes to be tiny factories to product products. They also engineer microbes for commercial products like probiotics.

Read 9 tweets

Biotech2k

@Biotech2k1

19 Nov

I snagged back a starter position in $CRSP today. I had sold 90% of my position at $175 and the rest at $130. Today, I picked up a starter .69% position at $83.33. It might have lost its innovation for now, but it is the same tech and could do everything $NTLA can.

$ARK has been loading up on $NTLA which makes me want to avoid that like the plague as its just over priced and over hyped. I can take the bet on $CRSP for a fraction of that value. They will have a strong SCD program. I have low expectations for anything else.

I am betting they will get shift gears once they have SCD commercial and get on the ball with building their next great thing. Personally, I think they should scarf up $IPSC on the cheap for their cell therapies. Or at least do a license deal.

Read 4 tweets

Biotech2k

@Biotech2k1

19 Nov

Looking at my iPSC companies:

I heard Scott Wolchko say he thought that iPSC was the cell therapy manufacturing platform of the future. I completely agree with him. All cell therapies will move into this platform. These are my leaders in the space.

I have:

$FATE 1.38%
$SANA 2.07%
$CRBU 2.76%
$IPSC 2.76%

This theme makes up 8.96% of my portfolio.

$FATE is the clear leader and pioneer in iPSC cell therapies. Their recent R&D day revealed several new edits that continue to lead the science. They have multiple programs ongoing across all blood cancers with NK cells. They will be advancing to solid tumors.

Read 8 tweets

Biotech2k

@Biotech2k1

19 Nov

The Diabetes royal rumble.

There are 2 companies working on diabetes that are using different approaches. They are $CRSP and $SANA. Personally, I think $CRSP gets all the hype, but $SANA has be better science approach. Let us look at them here.

$CRSP has a program where they engineer islet cells to produce insulin and put them into a mechanical package from Veryacyte. This is implanted into the patient to act as a fake pancreas and release insulin.

$SANA is using induced pluripotent stem cells to grow islet cells that are completely immune masked. They replace the MHC I with HLA-E which blocks killing from T can NK cells. They implant these cell right into the pancreas where they work like normal healthy islet cells.

Read 4 tweets

Biotech2k

@Biotech2k1

19 Nov

Looking at my Onco-Pathway Companies:

This is one of my oldest investment themes. Its been the most profitable, yet most frustrating as every time I get great companies they get bought up on me and I have to start over. That why I have 5 now.

Here is where I stand.

$BPMC 3.34%
$TPTX 5.51%
$MRTX 3.34%
$RVMD 2.76%
$ERAS 2.76%

This theme makes up 17.71% of my portfolio

$BPMC is my oldest and longest held core position. They have amazing management and a very strong pipeline that keeps on coming up with new ideas. My worst complaint is it never crashes for me to add to it anymore. Once in a while I get lucky to add some.

Read 9 tweets

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