Thread by @Biotech2k1

🧵You can own the Future of Tomorrow Today.

I have heard many people try to call this crash in biotech the end of the #Biotechnology sector. A sector that has been around for decades. One of the most necessary sectors in the entire market.

1/ Here I am going to lay out for you the opposite case. I have been investing in tech and biotech for 27 years. I have seen so much technology that excites me about the future, and I see it today.

2/ The biggest question I always get in biotech investing is when will we run out of things to discover or great new technologies to invent. I my response is we will never run out until we cure every disease.

3/ We are entering a very exciting new era in biotechnology where we have new tools that could completely redefine the future. People who listen to those naysayers could be missing the best opportunity of their lifetimes.

4/ I actually have more excitement and investment ideas today than I ever had in my 27 years of investing. New technologies like using #AI or #MachineLearning to make new connections in biology or genetics could revolutionize how we approach drug discovery.

5/ #Automation can reduce workloads and simplify redundant processes to bring down costs of drug discovery. We have come to call this space of biotech the #TechBio space. This is just beginning to get started.

6/ Right now everyone is skeptical of this space. I think in 10 years, any company that did not embrace these technologies will fade away into the history books of time. There are going to be new leaders in this space that emerge to become tomorrow's Google or Amazon.

7/ We can find them today for a mere fraction of what they could be tomorrow. Most of these companies are selling near their levels of cash. The discovery of new technology will always get funding by the visionary few.

8/ The next space of excitement is #GeneEditing tools like #CRISPR. These tools are in their infancy and will continue to evolve as bright mind continue to find new ways to use them to do editing safer and easier.

9/ Barriers like delivery will be broken and there will be a revolution in fixing and removing Genetic Diseases from the human race. The companies that succeed here will be worth fortunes.

10/ The power of gene editing has given birth to #SyntheticBiology. This is the ability to take gene editing tools and use it to reprogram microbes to make them beneficial. We can reprogram pathogens to produce fertilizer or scrub carbon from the environment.

11/ The future ability of scientist to rewrite life on earth using gene editing can be exciting and terribly frighting. It is an awesome power and responsibility. There is going to be a need for #Biosecurity to protect use from the ability of bad actors to misuse this technology.

12/ Rewriting life won't just stop with microbes. We can use it to create human cells from stem cells. We have technologies like Induced Pluripotent Stem cells #iPSC that can allow us to reprogram human cells.

13/ We can create cell therapies to fight #cancer already today. This is just getting started as we learn more about cell biology and human biology. I believe someday we will be able to grow entire organs from a single cell donation.

14/ The last area will be the revolution of #Sequencing. This has been a space of rapid evolution. We are still far from the ability to do end to end sequencing on every genome on earth for a very low cost.

15/ Someday, we will get our genome sequenced and we will know everything about ourselves. The risk and the benefits. We will be able to tailor medicine to the individual. Personalized medicine is only just beginning with cancer therapies.

16/ Someday we will know our risk long before it even becomes a disease. We will be focused more on prevention and correction before the disease occurs. Combining sequencing with other therapies like gene editing could allow sickness to be corrected before it happens.

17/ While many have taken to writing article predicting the end of biotechnology, I have taken to the spreading of the Science Of The Future. I think scary sells a lot of articles, but vision will favor the investor.

18/ If you are interested in learning more, I have an entire website set up dedicated to the science and companies pioneering these industries of tomorrow. Feel free to check it out.
biotech2k.com/innovation/inn…