Thread by @Biotech2k1

🧵The greatest sign I see in this #biotech market is the deafening quiet. All those rock stars of the 2021 biotech bubble are now gone. Their podcasts are gone, their Youtube channels are gone, and their $400 subscription services are gone.

1/ The only people left talking about biotech are few and far between assuming they can even endure the myriads of scoffers and skeptics. See, real investors are not fair weather investors.

2/ They aren't pounding the table at the peaks and disappearing back to their day jobs in the crash. The real investors are hear every day. They are the ones picking up the pieces left behind.

3/ I have no doubt that the generational bottom created by this crash in the biotech bubble will be one for the ages. The momo traders are long gone. I don't see any of them around anymore. The real deals are getting made by investors.

4/ If you are still here, I am still here with you as that is when I offer the best support. Anyone can sit around pumping stocks into record highs. The real value comes with helping people try to find the bargains that could change their investing life over the next 10 years.

5/ Its a tough market and many companies will probably fail. The few that don't could define the next decade in key areas of science that will change the sector. I have key themes like #AI, #CRISPR, #SnyBio, and #iPSC.

6/ I am still a huge believer that the average investor would do best to contribute to a tax free account every payday and buy a low cost index fund that mimics the overall market. This market has shown too few investors will ever outperform the index.

7/ If you have the risk appetite to stick around and pick out the diamonds left behind in the disastrous collapse of the pandemic bubble, I am here to help try to identify companies with promising science. These are just ideas, because no science is certain.

8/ All those big get rich quick dreams died with the popping of the bubble. All that is left is real investing and picking through the rubble to find the bargains that are being thrown out with the trash.

9/ My top ideas are:
1. $BEAM
2. $DNA
3. $RLAY
4. $KYMR
5. $NTLA
6. $RXRX
7. $IPSC
8. $TWST
9. $SANA
10. $NVTA

10/ Disclaimer: All these companies are very speculative. You should always do your own due diligence and make sure they fit your risk appetite. I am not like the pumpers of 2021. There is risk and its a lot of risk, but there is also some great opportunities.