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Gene Investing w/Anthony 🧬 Profile picture
Gene Investing w/Anthony 🧬
@GeneInvesting
Your source for the latest #Science and #Biotech news! If you're interested in #CRISPR #GeneEditing hit follow! Look for my weekly Spaces podcast 🎙
Olivier Duquesne aka DaffyDuke Profile picture Raaid Alireza Profile picture 2 subscribed
Feb 1 • 9 tweets • 3 min read
BREAKING NEWS 🗞️

Big Ideas 2024 Summary thread 🧵

@ARKInvest

28% sounds like a nice CAGR to me 😁

Also doesn’t seem crazy at these levels.

$CRSP $NTLA $BEAM $VERV $PRME $DNA $RXRX $PACB $NVTA $EXAI $SDGR Image 2) Cool slide showing the evolution of various tools. Image
Jan 20 • 7 tweets • 4 min read
Gene Investing’s Weekly Recap 💫

I haven’t done one of these in FOREVER.

Below ⬇️ are 6 of the stories that caught my eye this week!

In the comments, let me know which was your favorite! Or if you found any others! Image 1. @jimihendrixlive discussing how AI/ML can cause huge improvements in the current biotech model.
Dec 15, 2023 • 10 tweets • 4 min read
DeepMind/AlphaFold- A Master Thread/Timeline

DeepMind is an artificial intelligence company- founded in 2010- a time where almost no one was working on A.I.

AlphaFold was their first scientific project, and the greatest A.I. accomplishment in history.

(Will continue adding)Image Demis Hassabis is the CEO and co-founder of DeepMind.

He was a chess prodigy who started at the age of 4 and was already at Master level by the age of 13.

Cambridge told him he was too young, so he went to work at a video game company- Bullfrog Productions. Image
Dec 2, 2022 • 26 tweets • 5 min read
🧵 My “One Thread to Rule Them All” for $BEAM

Attempting to estimate revenues ‘til 2031

⚠️ Warning: This is VERY long

Figures are “Blue Sky Scenario”

At the end I’ll throw in more conservative estimates

🚨 If you love BEAM or #GeneEditing + #CRISPR be sure to LIKE & RETWEET! $BEAM-101

Approval: 1H 2027

Wave 1 Market: 25k US/14k EU

Market in 4 years: ~27k total ($CRSP/$BLUE)

Cost: ~2m

27’: 500 patients= 1b
28’: 2000 patients= 4b
29’: 1b (ESCAPE looming)
30’: zero
31’: zero
Nov 30, 2022 • 4 tweets • 1 min read
$NTLA I am very frustrated by this decision. They should have waited ~6 months or so. Anything under 75-100 is just dumb IMO.

250 million isn’t tons - in comparison the one last year was 690 million - but still. Just WAIT 6 months! There are 2 ways to look at this…

1. They can’t find any partners so they have to do it this way (unlikely considering I’m sure $REGN wishes they had more of $NTLA 2001).

OR

2. They are confident in their potential monetization of 2001/2002 and didn’t want to give up a %.