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May 31 • 4 tweets • 2 min read
Update on my strategy portfolio:

I picked my 7 companies for the growth side of things. Since I already have a full biotech portfolio, I focused on Tech for this portfolio. I went with a 70% tech and 30% income ratio.
Here are my 7 tech picks:
#Fintech
1. $SQ
2. $AFRM
#Automation
3. $PATH
4. $PLTR
5. $U
#EV
6. $LCID
7. $RIVN
I was going to go with small cap growth stocks, but figured I should probably go with large caps for the stability. I picked my old favorite $CM and $VZ as 2 of them. I will find a 3rd soon for the income side of this portfolio.
I plan to accumulate and average into all the companies I pick by contributing to this portfolio each month. I can adjust and rebalance as I go.

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More from @Biotech2k1

Biotech2k Profile picture
May 31
Cell Therapies 2.0 Part 8:

The final chapter for TIL therapies.
1/ Tumor Infiltrating Lymphocytes
2/ The Tumor Infiltrating Lymphocytes (TIL) approach is a TCR therapy, but it works differently. They excise the primary tumor from the patient. They isolate the T cell from inside the tumor. Then they genetically identify all the unique antigens for that specific patient.
Read 8 tweets
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May 31
Cell Therapies 2.0 Part 7

As requested this one is about TCR therapies
1/ TCR Cell Therapies
2/ The T cell receptor recognizes two things. The first is the MHC-I and the other is the actual antigen for its receptor. I spent a lot of time warning you about what could go wrong if you take a T cell from one patient and put it into another without the same MHC-I type.
Read 17 tweets
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May 30
Cell Therapies 2.0 Part 6:

This covered the actual edits and what they mean.
1/ The insertion of the CAR can be done easily by Lentiviral vectors. This will place the CAR at a place in the genome that is transcriptionally active. The other option requires a much more targeted approach using gene editing.
2/ This approach will place the CAR receptor into the T cell Receptor Alpha Chain locus (TRAC). This achieves two objectives by inserting the CAR while knocking out the TCR.
Read 16 tweets
Biotech2k Profile picture
May 30
Cell Therapies 2.0 Part 5:

This covers iPSC cells.
1/ Introduction to iPSC
2/ The ability to take a fibroblast cell and reverse it into a stem cell happened in 2007. A scientist by the name of Shinya Yamanaka and colleagues developed the process to reverse a differentiated cell back into a stem cell.
Read 23 tweets
Biotech2k Profile picture
May 30
Cell Therapies 2.0 Part 4:

This covers NK cell therapies.
1/ NK Cell Therapies
2/ NK cells work hand in hand with the T cells like the dynamic duo. While T cells look for those peptides being presented by the MHC-I, the NK cells look for the absence of MHC-I. Many infected or cancer cells will reduce or stop producing MHC-I.
Read 18 tweets
Biotech2k Profile picture
May 29
Cell Therapies 2.0 Part 3:

This part covers Allogeneic CAR-T.
1/ Allogeneic CAR-T Therapies
2/ Allogeneic CAR-T takes T cells from healthy donors to create the CAR-T therapies. This is done by extracting the T cells from the donor. Then they insert the CAR receptor. They often use gene editing technologies like CRISPR to make additional edits.
Read 22 tweets

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