Share this page!

Biotech2k Profile picture
Twitter logo
4 Dec, 4 tweets, 1 min read
Incase you missed anything. Here I am going to link my landscape posts. I think its critical to focus on the long term fundamentals of the companies when the market falls apart and throws us a sale.
The landscape of CRISPR

The landscape of Synthetic Biology

The landscape of AI based Drug Development

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Biotech2k

Biotech2k Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Biotech2k1

Biotech2k Profile picture
5 Dec
Taking a look at the Targeted Therapies Landscape.

This is a very broad category which attempts to target cancer cells specifically over healthy cells. I have been focused on this space for years around drugs that target the genetic drivers of cancer.
1/ The targeted therapy space is very big, but I love the space of the genetic drivers that drive cell growth. Cancer comes from uncontrolled growth. Human cells are highly regulated to prevent cell growth when its not necessary.
2/ There are genes responsible for driving the growth forward when proper signals are present. There are other genes that block cell growth when certain conditions are not met. Mutations in these genes lead to uncontrolled growth and cancer.
Read 16 tweets
Biotech2k Profile picture
4 Dec
Looking at the AI based Drug Development landscape.

This is one area of biotech many investors do not agree with me on. The blending together of tech with biotech to reduce costs and increase the level of success for clinical development.
1/ It takes over $1 billion to develop a new drug and 90% of those drugs will fail to ever reach commercial success. The use of tech in biotech can help reduce the cost and increase the success rate.
2/ There are many ways in which tech can help from understanding genomic data for developing new drug targets to screening many potential targets for the one that offers the best chance of success.
Read 19 tweets
Biotech2k Profile picture
4 Dec
Taking a look at the #Synthetic_Biology landscape:

This is another area that has gotten crushed in the biotech sell off. It was another space that was over loved and now its just getting wiped out as panic takes over.
1/ I just recently started buying into the synthetic biology space. Even after so much carnage, its been painful to watch with the small positions I have. I personally think that synthetic biology plays a key role in the future of biotech.
2/ Synthetic Biology is all about programming cells like bacteria or yeast to turn them into factories to produce ingredients for other products. Its the blending together gene editing and cell engineering.
Read 19 tweets
Biotech2k Profile picture
3 Dec
Taking a look at the #CRISPR landscape.

This is a sector that went from hot to not in a real hurry lately as the biotech sector has collapsed. Here I am going to go over the sector and where I think the opportunities are.
1/ I hear people talking about how far the CRISPR space has fallen. Some think its too far and some think its not far enough. What I do know is that this space has developed a lot since its bottom in 2020.
2/ We still have very strong data from $CRSP in SCD. Their data is second to none. This is a very huge indication where the only limit is capacity. We got very promising early data from $NTLA in in-vivo gene knockout.
Read 19 tweets
Biotech2k Profile picture
3 Dec
Game Plan Update:

Probably a good day for an update. I will finish this week at 36.55% cash. Here is where I stand.
AI based Drug Development:

$SDGR 3.53%
$RLAY 2.82%
$RXRX 1.41%
$EXAI 1.41%
Oncology Pathways:

$BPMC 3.53%
$MRTX 3.53%
$RVMD 2.82%
$ERAS 2.82%
Read 7 tweets
Biotech2k Profile picture
3 Dec
I am hopeful for biotech in 2022.

I have been a massive bear on biotech all year. I have been calling it a bubble and calling for the $XBI to go to $112 ish. Now that were are hear, I am see hope for the future of biotech.
1/ When I look at the themes I have set my self up for going into the new year, I see areas of the science where next year will unfold data that will either validate or break these themes. That is part of the game of picking biotech stocks.
2/ If these themes work out, then this bear market, we experienced this year, will be a buying opportunity for a life time. I can't say they will work out, but I am very hopeful. Most of these companies are down now 50% to 70% from their peaks.
Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @Biotech2k1 has new unrolls!

Check out other threads from @Biotech2k1!

Read all threads by @Biotech2k1

:(