1/ I have been spending a lot of time with the market selling off trying to share and teach about investing and how to build a portfolio to diversify across assets and risks.
2/ I think its good to take time when the market is down to focus on improving our game for the next time around. Since I am a biotech focused investor, I would like to share with you the trends within the biotech space I think could propel the next decade of innovation.
3/ If you know me already, these won't be very new to you. My first big concept is using tech in biotech with developing #AI, #ML and #Automation to drive down the costs and improve the success of clinical development.
4/ I call this first theme my #AI/#ML in Drug Discovery play. This includes many good companies like $RLAY, $SDGR, $EXAI, $RXRX, $ABCL and $EVO. It costs over $1 billion to develop a drug and still 90% of them fail.
5/ Using Tech in biotech can help significantly lower the cost and increase the success rates. The next big theme I see in biotech is #Genomics which has 3 core applications with sequencing, personalized medicine and gene editing.
6/ The sequencing part is pretty self explanatory. Its about working toward the goal of doing end to end genomic sequencing of the whole genome at a low enough cost to make it beneficial. These are companies like $PACB and $ONTTF.
7/ The second part is the Personalized Medicine by taking that genomic data and using it to guide better treatment for patients like in cancer. These are the companies like $NVTA, $SMFR and $EXAI.
8/ The last part of genomics is gene editing. This is about using #CRISPR technology to fix the underlying genetic defects of inherited diseases. There are tens of thousands of potential diseases that could be addressed if we could just find the delivery.
9/ The next big theme is about learning to rewrite life with synthetic biology. We can completely change the world by taking microbes and reprogramming them to produce sustainable products. We can even program them for completely new ideas like cleaning CO2 out of the air.
10/ There is an unlimited amount of potential where #Synbio could change the world as we know it. We have only begun to imagine its applications. There are companies like $TWST, $DNA, and $CDXS.
11/ The Fourth big area I find very powerful into the next decade is a form of #Synbio with #iPSC cell engineering. The ability to take stem cells and use them with #CRISPR genetic editing could open up a whole new world of regenerative medicine.
12/ Not only does the iPSC manufacturing process solve so many of the issues with cell therapies like CAR-T and NK cell therapies, but it opens up the frontier for Stem cells, Immune cells, Liver cells, Islet cells, Heart cells and even CNS cells to combat many disease.
13/ This is about using cells as living therapies. These are companies like $FATE, $SANA and $IPSC. Even $CRBU is working on combining iPSC with #CRISPR editing.
14/ The last big area has been a main focus of mine with targeted oncology. This is about developing new therapies for cancer that don't include toxic chemotherapy or improve on chemotherapy regiments.
15/ Many of these new therapies target the proteins that mutate to drive the cancer. They are the older and very successful companies that do Kinase inhibitors like $BPMC, $MRTX and $RVMD.
16/ This also includes the newest potential competitor with Targeted Protein Degradation (#TPD). These companies can target many of the same proteins and degrade them. It shows far better safety than kinase inhibitors.
17/ The battle between TKI and TPD is still in is very early stages. I have been actually playing both sides with adding #TPD companies like $ARVN, $KYMR, $GLUE and $CCCC to my portfolio.
18/ There is a lot of great science out there trading at fire sale prices. These are the brightest places in the sector based on the science. If your looking for something to speculate on for your biotech portfolio, this offers a great starting point.
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