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Biotech2k

@Biotech2k1

27 Nov

Looking at $SANA:

This company gets no recognition as its not owned by some of the funds that lead to cult like status for some companies. They are probably one of the most disruptive companies in biotech.

1/ I think $SANA could be taking on all the things the CRISPR companies are doing ex-vivo and doing it in-vivo. They are combining 3 of the most powerful technologies in the market today with Fusogen, CRISPR and iPSC.

2/ The fact that this company is only at $3 billion market cap when they are at $5 to $10 billion is a gift for the retail investors. They could be bigger then all the CRISPR companies combined.

Read 18 tweets

Biotech2k

@Biotech2k1

26 Nov

Don't ever ignore what the market is telling you.

This is a concept I have seen investors ignore for my 25 years in the market. The market isn't always right, but usually it is. I learned that over the many years. I never discount what the market is trying to tell me.

1/ I made a lot of money over the years picking a few great companies long before anyone else ever knew who they were. That doesn't mean the market was wrong. Many times I see people load up on all these "cheap" companies.

2/ Those companies that are trading at $800 million or so when the rest of their peers are $3 to $10 billion. These companies aren't this cheap because the entirety of millions of investors around the world are clueless.

Read 10 tweets

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

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