Thread by @Biotech2k1

Look at the top #CellTherapies.

This is the space that is taking on using stem cells to develop therapies to target diseases.

The cell therapy space is vast, but its my opinion that many of these companies are not even close to being in the right place for the future. Many companies are harvesting cells and editing them. That is just slow and costly.

The future of this space will be to grow trillions of these cells from iPSC cells. This technology offers low cost, high doses and perfect consistency. My top 3 names in this space will be $SANA, $FATE, and $IPSC but I think I will also add is $CRSP.

$SANA has to be the best of breed as they are very cheap and offer huge potential. They are building a top iPSC company using their new license from $BEAM for CAS12 editing.

They are focused on regenerative medicines around creating hypoimmune cells that can work in any patient. They are developing T cells, stem cells, islet cells, liver cells, heart cells and CNS cells to work as therapeutics. This is one company that could change everything.

I like $FATE as they are the original pioneer on using iPSC to drive NK cell and T cell therapies for cancer. They are still the most innovative in that space. They just haven't branched out yet to a broader regenerative medicine platform yet.

$IPSC is the early stage iPSC company focused on NK and T cells for oncology. They are developing their own alloevasion platform for truly off the shelf cancer therapies. They are the early stage underdog, but they have all the potential of the others if they get it right.

I also think $CRSP belongs under the cell therapies. They haven't fully embraced the iPSC platform yet, but they are working with engineering stem cells, T cells and even islet cells.

I think $CRSP would be a huge success if they used that cash horde to buy up $IPSC and bring together best of both worlds. $CRSP isn't there yet, but they have the potential to make a big entrance into the space if they desire to do so.