When it comes to Synthetic Biology, there is no company I like better then $TWST. I think they offer everything an investor wants with a top quality management and great long term potential in a key theme.
When you look at the SnyBio space, the top developer is $DNA. Another company with top quality management and very big long term potential. I think this company could be the mega cap of the 2030's as more manufacturing switches to sustainability and new concepts come to market.
The ability to reprogram life and use it to use it as a therapy or as a manufacturing tool is one of the most powerful technologies of our time. That makes companies like $DNA the Apple of biotech.
The companies that work with $DNA will become the plays off that technology. Just like back in the days when people broke open new iPhones to see who's equipment was inside. We will buy up companies like $TWST and $BLI that win off the success of $DNA.
The nice part about these companies is $TWST and $BLI have so much more potential beyond even what $DNA will offer them.
$TWST is the DNA company and they do all things DNA form kits and reagents for sequencing, DNA synthesis to Drug Discovery based of DNA and even DNA storage. The line between Silicon and Cell blur more and more each day with this technology.
$BLI offers some of the most cutting edge cell therapy instruments in the industry. This is all about doing more with less. In a day and age where there is a lack of good talent, robots and machines offer low cost, high quality solutions.
The adoption of more automation in drug development is just getting started. Its has been a rocky start for $BLI with some short reports trashing the company. That is the world we live in where fake news can do more damage then real facts.
One of the other more high risk players in this space is $AMRS. They are actually making very good revenues and are very cheap, but weak management and supply chain issue have plagued the company.
I also like $CDXS which is the enzyme company. I like a lot of what they are doing with enzymes. They are even developing enzymes in drug development. My concern is enzymes don't make the big bucks that drugs do.
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