Tweet

This Thread may be Removed Anytime!

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

More from @Biotech2k1

Biotech2k

@Biotech2k1

Feb 20

1/ Bargain Hunting in #TPD:

These are the companies that rank in my top picks for people to use as a jumping off point to do their own research.

2/ My first pick here will be $ARVN, but not because I like their science the most. I am actually not that thrilled with their ER and AR program. I picked them as they are the most established with data and have a big partner.

3/ They made a big partnership for their ER program. They now have $1.6 billion cash. That is nearly half of their $3.6 billion market cap. That makes them really cheap while we wait for some of the bigger programs like KRAS and Tau.

Read 16 tweets

Biotech2k

@Biotech2k1

Feb 19

1/ Bargain Hunting in #Genomics:

These are the companies that rank in my top picks for people to use as a jumping off point to do their own research.

2/ My top pick here is clearly $BEAM. I think they got the best management and science. I know it is still a very expensive company at $4.5 billion market cap and not even any human data yet. It should probably be worth more like $3 billion.

3/ I do think they have the best long term potential with their wholly owned programs and a long list of partnerships.

Read 14 tweets

Biotech2k

@Biotech2k1

Feb 18

1/ The Battle for the Future of Targeted Oncology:

This is a space I have been focused on for years. The traditional methods of cancer treatment have been very toxic. Its about trying to kill the cancer faster then the patient. There has to be a better way to help patients.

2/ This brings about targeted oncology which is actually a very big space. The focus for me has been in the genetic cell pathways that mutate to drive uncontrolled cell growth. These are often referred to as the kinase or TKI companies.

3/ Its actually much bigger then just targeting kinases as many of these pathways have many kinases, enzymes, proteins and other factors that play key roles in these cell pathways.

Read 11 tweets

Biotech2k

@Biotech2k1

Feb 18

1/ Bargain Hunting in #SyntheticBiology:

These are the companies that rank in my top picks for people to use as a jumping off point to do their own research.

2/ My first top pick in this space is $DNA. I get that this company is really expensive at just over $7 billion, but they will quickly grow into and surpass that valuation in my opinion.

3/ They already have a very successful commercial platform that is expanding the amount of programs very quickly. They have over 100 programs in development. The biggest risk I see here is their very high level of Biosecurity sales.

Read 16 tweets

Biotech2k

@Biotech2k1

Feb 4

1/ Looking at Hypoimmune from $SANA

This is the data release from the NHP data.

2/ First demonstration of the survival of allogeneic iPSCs transplanted into an immunocompetent non-human primate model without the need for immune suppression

3/ Transplanting allogeneic cells into a primate without immune suppression represents a key step toward widespread treatment of disease using engineered cells

Read 14 tweets

Biotech2k

@Biotech2k1

Feb 4

1/ Looking at Hypoimmune from $SANA

This is from the 10K and not my original work.

2/ Designing Hypoimmune Cells
Our goal is to create a universal cell that is able to evade immune detection, regardless of cell type or transplant location.

3/ Our first-generation
technology, which is progressing through late-stage animal confirmatory studies, combines the three gene modifications below to hide these cells from
the host immune system:

Read 12 tweets

Share this page!

Biotech2k

Try unrolling a thread yourself!

More from @Biotech2k1

Biotech2k

Biotech2k

Biotech2k

Biotech2k

Biotech2k

Biotech2k

Did Thread Reader help you today?

Don't want to be a Premium member but still want to support us?

Like this author's thread?