Share this page!

Biotech2k Profile picture
Twitter logo
Jul 20 • 5 tweets • 2 min read
Let us skip the obvious bubbles in the #CRISPR stocks into this biotech rally and focus on where there is still real value you can buy into any down days.
I love the #AI/#ML in biotech space. All of $RLAY, $EXAI, $SDGR, $ABCL and $RXRX are super cheap. I think they could all be accumulated into any selling.
I love the #CellEnigneering space. I think $SANA and $IPSC are super cheap still. I would throw in $TWST and $FATE as cheap.
I love the #TargetedTherapies space which is still very cheap. I like $BPMC and $MRTX for my older TKI plays and $KYMR and $GLUE as my TPD plays.
The #CRISPR play is the most bubbly space I have ever seen. I think it could be wise to fade some of the weaker players into the huge bounce they had. Many are up over 100% while other biotechs are up only 50%.

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Biotech2k

Biotech2k Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

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

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Biotech2k1

Biotech2k Profile picture
Jul 23
The 3 T's of Solid Tumors: 🧵

When it comes to solid tumors, they have 3 attributes that make them significantly harder than liquid tumors for therapies. They are Targeting, Trafficking and Tumor Microenvironment (TME).
1/ Targeting becomes the first issue with solid tumors. In liquid tumors, you usually have immune cells like B cells that are the cancer. They grow out of control and create Leukemia and Lymphoma. These cells typically have a few very clear antigens on them.
2/ For B cell driven Leukemia and Lymphoma, they have clear antigens like CD19, CD20 and CD22. These antigens are specific to just B cells. You can kill all the B cells in a person, and they will have a normal life with IgG therapy to boost their immune system.
Read 18 tweets
Biotech2k Profile picture
Jul 22
Looking at a little Strategy: 🧵

I hope putting out my game plan will help other get ideas on how to do a strategy for investing to maximize returns.
1/ I am finally getting comfortable with my strategy. I have a set amount now that I am contributing to each of my portfolios for #biotech, #tech and #crypto. My plan is to use the any rallies to fade some of the companies I want get rid of that disappointed me.
2/ Then I want to use that cash to accumulate more of the companies I like. The max tax loss I can take for a year about $3,000. That would reduce my taxes and get me back about 25% or $750 in tax savings. It will work out like getting some cash back on those losers.
Read 14 tweets
Biotech2k Profile picture
Jul 20
Right now, #Growth with #biotech, #tech and #crypto is the rising tide that lifts all boats. This is a good time when things are ripping higher for an investor to do a good assessment of what is working and what is not. You can use these rallies to get rid of what isn't working.
Its the best time when things are rocking to do this assessment and make any changes. I don't recommend selling winners, but losers can be jettisoned for cash for any future pullback. You can be sure one will come eventually for you to buy more of the winners cheaper.
I used this rally to do a bit of changing in some of my strategies. I jettisoned $COIN as I have too much #crypto so I replaced it with a little bit of income for stability and a hedge. I did that in my tech portfolio.
Read 7 tweets
Biotech2k Profile picture
Jul 10
#Oncogenetics Part 3:

This will cover Tumor Suppressor and Onco-Genes.
1/ Now we covered the DNA repair genes that validate the integrity of the DNA, we can look at the growth pathway genes that move the cell through the growth cycle into mitosis.
2/ There are two sets of genes with the Tumor Suppressor Genes and the Proto Oncogenes. The tumor suppressors act like the breaks. They are there to prevent the cell from moving through the cycle until they get a signal to allow it to do so.
Read 21 tweets
Biotech2k Profile picture
Jul 10
#Oncogenetics Part 2:

Genomic Instability.
1/ When it comes to cancer genetics, I am sure we have all heard of Onco-genes or Tumor Suppressor genes. There is another set of critical genes in controlling cancer that most people haven't really heard about.
2/ These are the genes that control the many proteins and enzymes that regulate the integrity of the DNA itself.
Read 16 tweets
Biotech2k Profile picture
Jul 10
#Oncogenetics Part 1:

This will be an introduction with the biology of oncology. Then I plan to get into the genetics. I will then come back and do a walkthrough example of how genetics drive the development of a tumor.
1/ Cancer doesn't start with just 1 mutation. It is an accumulation of mutations over time. It starts with just one cell that develops a mutation which gives it an advantage to grow.
2/ That cell replicates faster than other cells around it or it replicates when its not supposed to. As it continues to divide, it will eventually gain more beneficial mutations which move it down the path toward cancer.
Read 22 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

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

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(