Sublime
An inspiration engine for ideas
My conversation with @dawallach on investing in life sciences and health care. We discuss:
- future of medicine
- future of health care delivery
- gene editing
- drug pricing
- health care founders
https://t.co/I8k7yGSREp... See more
Biotech Stock Catalyst Watchlist 🚀 (1/5)
Ph 2 readouts left in 2023...
$CYCC Phase 1/2
$ADAP Phase 1/2
$BBIO Phase 1/2
$BGNE Phase 2
$JNJ Phase 2
$JNJ Phase 2
$JNJ Phase 2
$JNJ Phase... See more
$BBIO at $31 levels is a gift imo. No change to the fundamental story, think they're going to crush launch expectations. I particularly like R/R on the Jan '26 and Jan '27 $40/$55 call spreads, very convex upside. BridgeBio remains my highest conviction long, and a core holding.
Third Floor Capitalx.comTechBio Happenings we enjoyed seeing this week!
@MorganEJanes
1/ Engineering CAR sensitivity
2/ Moderna teams up with Life Edit to develop gene editing tech
3/ Epigenetic alterations and aging
4/ Peptide barcoding for drug discovery
5/ 3D printed... See more
Vasudev Bailey, PhDx.com
ImmTAX (https://t.co/hSphLis5Gv) seem really neat. Is anyone else using TCR heads for BiTE/BiKE-like molecules? Or making antibodies that target pMHCs?
alex rubinsteynx.com
1/@BeamTx reported data highlighting its manufacturing process for its base-edited CD34+ hematopoietic stem & progenitor cell (HSPC) gene editing medicines & $BEAM-101 as part of the BEACON Phase 1/2 clinical trial in patients with severe sickle cell disease (SCD). #EHA2024 $XBI https://t.co/XM5tsFlTBK
Since biotech has finally bottomed out, here are my top 10 ideas for entering 2024 to capitalize on this rotation 👇🏼
1. $BEAM
2. $NTLA
3. $RXRX
4. $PRME
5. $DNA
6. $VERV
7. $VKTX
8. $NNOX
9.... See more
Shay Boloorx.com