When I look at $DNA, I see 2 companies with the #Synbio side and the #Biosecurity. I know many people dismiss the biosecurity which is over 50% of the current revenues. They mostly come from Covid screening. You got to think that a cut in funding will impact these sales.
In the long term, I think biosecurity is a key strategy as $DNA is one of the only companies working on solutions to a problem that is being completely ignored. The biggest threat to the global economy is now bioterrorism.
Although Biosecurity revenues in the near term might come under pressure, I think the need for them will grow over time. Not for just monitoring infectious disease, but as a security measure to our way of life.
This is one of my favorite parts of the $DNA story. If Covid taught us anything was its far easier for a invisible enemy to cross borders then it is for bad people.
The other side of the $DNA story is the #Synbio. This comes in 2 parts with the Codebase and the Foundry. The foundry is the lab capacity for creating and editing microbes. The codebase is the tech side with the database of all that genetic information on editing.
The scale and cost for Synthetic Biology are inversely proportional. As the scale grows, the cost comes down. This makes the application of Synbio more and more available to the masses. It offers a sustainable way for manufacturing ingredients.
I love the horizontal approach they are taking for the development of synbio. They focus just in the research and development. There is far too much expertise needed to try to go from lab to market. That leads to terrible inefficiency.
This is probably one of the biggest biotech stories in the market right now. It might seem expensive in the near term, but the potential is endless.
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