Gene Investing w/Anthony 🧬
@GeneInvesting
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Your source for the latest #Science and #Biotech news! If you're interested in #CRISPR #GeneEditing hit follow! Spaces podcast host🎙- all 23 episodes ⬇️
California, USA
Joined April 2020
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🚨 ALL RECORDINGS HERE 🚨
For those who missed Episode
#1
or Episode
#2
…
I will keep a thread that holds every episode here ⬇️👇
#Spaces
#SpacesHost
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Seems like a consensus is forming amongst many smart people!
This is Jensen Huang, CEO of $NVDA
Basically WATCH OUT for the impending biotech BOOM 💥
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@SenFeinstein
I give anyone who can do that job until 90 props, but it shouldn't be allowed to represent us until 90.. I don't even think 80 should be allowed.
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@NoContextHumans
Car insurance going higher despite the value of your car going lower each year…
Make it make sense!
And no, inflation doesn’t rise more than car depreciation.
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BREAKING NEWS:
OH SHIT! HISTORY HAS BEEN MADE!
Vertex and CRISPR Therapeutics Announce Authorization of the First CRISPR/Cas9 Gene-Edited Therapy, CASGEVY™ (exagamglogene autotemcel), by the United Kingdom MHRA
$CRSP $VRTX
#CRISPR
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BREAKING NEWS $CRSP
FDA Approves First Gene Therapies to Treat Patients with Sickle Cell Disease
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@unusual_whales
I might have to buy an office building to live in…
Will be cheaper than a house 🏠
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@dallascowboys
@DaRon_Bland
Congrats to Daron Bland on the craziest record!
From THE Fresno State University!
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@DrEliDavid
Also the one map is a topography map and the other is a heat map. Very different things that can’t be compared. Amazing how many people run with this like its propaganda while not understanding the difference. I guess this is the reason I had to take geography in high school.
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@barstoolsports
😂 but he has played pretty well. Drops and bad Bears defense are killing him.
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@barstoolsports
The Joker laughing when they asked him if the Miami crowd would phase him 🤣🤣🤣
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@gunsnrosesgirl3
Very important and cool invention!
Broken hips are one of the WORST things for the elderly!
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@_MLFootball
@jasrifootball
He looks like he knew he was in trouble lol
When Steven A is looking disappointed in you for what you said..... you in trouble! 🤣
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My TOP 10 in BIOTECH
1. $BEAM- 302+ESCAPE 💪
2. $NTLA- biggest value/M&A play
3. $PRME- biggest upside 🚀
4. $SANA- home run potential
5. $ARWR- huge pipeline, great value
6. $RXRX- techbio leader 🤖
7. $CRSP- first big solid tumor splash?
8. $CRBU- cheap CAR-T play
9. $IPSC-…
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Intellia Therapeutics "Master Thread" $NTLA
Be sure to Bookmark, Retweet, Like, and Comment!
My annual, very long "Deep Dive" ⬇️
NTLA-2001 CM for ATTR-Cardiomyopathy
- Just unveiled their pivotal trial design.
- 765 patients (510 doses vs 255 on placebo).
- Much larger than…
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@CNN
Anyone looking to buy a house and realizing it takes 99% of their income to do so... should be feeling a lot more than "tepid"
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🧵 After seeing how many people are new to
#GeneEditing
, I thought it would be a good time for a thread to help them get a quick snapshot of the current $CRISPR landscape.
List of major companies in order of MC (high-low): $CRSP, $NTLA, $BEAM, $PRME, $VERV, $EDIT, $CRBU, $GRPH
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@bryan_johnson
This is the production value we not only need, but deserve!
I think Netflix documentary is in your near future.
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@scottsinvesting
@wojespn
Steal of century… I had no clue they got so many picks AND 2 of the best big men in the league
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EIGHT companies under $5b that can 5x within 5 years or less 🕰️
I’ll pick these 8 for 2024 and try to remember to check back next December!
1. $NTLA
2. $BEAM
3. $PRME
4. $CRBU
5. $RXRX
6. $ARWR
7. $DNA
8. $NVTA (for lotto fun 🎰)
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The moment many of you have been waiting for…
Jason Kelly, the CEO of Ginkgo Bioworks, will be joining us on Spaces this Wednesday at 6pm PT/9pm ET.
Be sure to tell all of your fellow $DNA fans to RSVP!
@jrkelly
RSVP and leave questions below ⬇️
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Thank you,
@elonmusk
SING IT WITH ME…
NO MORE GEICO 👏 👏.. 👏 👏 👏
NO MORE GEICO!
CAR INSURANCE (Model 3 LR)
GEICO $BRK.B 🟰 $183.33/month
TESLA $TSLA 🟰 $112.12/month
Got exact same 🚘 insurance plus even better on two things:
1) increased property damage from $25k to…
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I’m thankful that all of these diseases are about to meet
#CRISPR
gene editing! 🥊
1. Sickle cell anemia (SCD)
2. Beta thalassemia
3. Hereditary Angioedema (HAE)
4. Alpha-1 Antitrypsin (AAT)
5. ATTR Amyloidosis (CM and PN)
6. Glycogen Storage Disease 1A (GSD)
7. Chronic…
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The First CRISPR Therapy Is Here - The Atlantic
Nice/long write up discussing Sickle Cell Disease and the historic moment only 11 days away! $CRSP
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2024 Gene Investing Biotech Challenge ✨
In the comments give your 5 favorite biotech stocks for 2024 ⬇️
PRIZE:
Bragging rights as the “2024 Biotech Challenge Winner” 🥇
MY PICKS:
1. $NTLA
2. $BEAM
3. $CRBU
4. $SANA
5. $ARWR
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From $38 to $58 in 6 trading days.
Congrats to the $CRSP bulls!
Not surprising in the least!!
$85 continues to be my year end target! People called me crazy, but doesn’t look so wild anymore!
Also shout out to the $VERV bulls destroying the shorts ever since $LLY gave their…
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Wow just hit the 5⃣0⃣0⃣0⃣ club! 🚀
Thank you to everyone who follows, interacts, and finds value in my posts!
Since ~20% of you are new I figure this is a good time to reintroduce myself...
- My name is Anthony and I'm 35 from California.
- Used to be a Math teacher and…
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The CRISPR pump is starting to begin…
Should ramp to another level in 2024!
Cathie Wood: The CRISPR/genomics space “has been the most disadvantaged and probably inefficiently priced of all of our strategies.” 🚀
$ARKK $ARKG $CRSP $BEAM $NTLA
🧬 Cathie Wood shares her thoughts on $CRSP as we head into the new year…
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Basic CRISPR 101 “Crash Course” for Newbie Investors
Ranked by current market cap:
🚀 = what bulls say
🐻 = what bears say
1) $CRSP
🚀 - strongest cash position of all
- first to FDA approval (likely Dec. 8th)
- revenue from this first approval will help fund pipeline…
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TEN THINGS pointing towards a small/mid biotech BOOM in 2024 💥
1. Record cash for big pharma 💰
2. Patent cliff for big pharma
3. Interest rate cuts ✂️
4. Many stocks still trading near cash
5. Best ever tech in biotech 🧬 🤖
6. Investors with big gains will look for value…
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🥊 CRISPR BATTLE 🥊
Ranked by current market cap...
1. $CRSP $5.56b MC
2. $NTLA $2.78b MC
3. $BEAM $2.42b MC
4. $EDIT $864m MC
5. $VERV $773m MC
6. $PRME $707m MC
7. $CRBU $501m MC
My rankings based on next 13 month risk/reward...
1. $NTLA (~150-200% gain in next 13 months)
2.…
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CRISPR CALENDAR 📅
Be sure to like, comment, retweet, and bookmark!
And don't hesitate to let me know if I missed anything!
In final ~5 weeks of 2023...
- BEAM to dose first 101 patient
- CRSP/VRTX PDUFA date (Dec. 8th)
- EDIT-301 data update At ASH (Dec. 11)
- IPSC refractory…
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CRISPR Gene Editing- “The List”
Below I’ve attempted to compile every disease/cancer etc being targeted by CRISPR gene editing ⬇️
✅ = FDA approved
💉 = human trials
🐁 = animal trials
🥼 = early in lab
🎯 = other potential targets
Blood Diseases
1. Sickle Cell Disease ✅
2.…
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My attempt at a COMPLETE LIST of all of the diseases/programs and cancer treatments that are in development by
#CRISPR
#GeneEditing
companies
All in IND-enabling studies or clinic...
1. Sickle Cell Disease (CRSP, EDIT, BEAM)
2. Beta Thalassemia (CRSP, EDIT, BEAM)
3. ATTR-…
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Beam Therapeutics 2023 "Master Thread"
Like, Retweet, Bookmark, and Comment!
Below is my annual, deep-dive ⬇️
--------------------------------------------
The Science
- Beam is the leader in base editing (BE)
- BE is often called "CRISPR 2.0"
- Uses a CRISPR protein, bound to…
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BREAKING NEWS $CRSP
FDA accepts exacel BLA
FDA grants Priority Review for severe sickle cell disease (SCD) and Standard Review for transfusion-dependent beta thalassemia (TDT)
- PDUFA target action date of Dec 8, 2023, for SCD & March 30, 2024, for TDT
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@NBCNews
The ONLY thing Democrats and Republicans can agree on in 2023 is the fact 90 is far too old to be representing the people.
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Ground-breaking gene-editing treatment leaves patient feeling like they have 'a new body'
$NTLA
#CRISPR
$XBI
#GeneEditing
“Rose said the eight months since her infusion had been incredible.”
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NEW DATA 📊 $NTLA
Did not foresee the one new attack being from the 75mg dose or that it would be moderate and not mild.
Hopefully they’ll be able to provide some insight on if there was an injury or something that caused the event.
Regardless, this data is by far best in…
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Gene Investing’s 10 Biggest Storylines in 2024 🔮
10. Casgevy will be slow- investors should focus on patient starts. $CRSP
9. $BEAM will do a major CAR-T partnership with big pharma.
8. $NTLA will present 2001 hospitalization/mortality data and perhaps show an actual…
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@engineers_feed
This is looking for sector area.
(60/360) pi 6^2 = 6pi
(45/360) pi 7^2 = 49pi/8
$1.50/6pi 🟰 $0.25/pi
$1.70/(49pi/8) 🟰 ~$0.28/pi
Thus the $1.50 pizza is better.
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6️⃣0️⃣0️⃣0️⃣ and 7️⃣0️⃣0️⃣0️⃣
Both have fallen in the last 24 hours!
Had my first “viral” post which already has some wild stats 😳
1.6+ million views
1,055 retweets
4100+ likes
2100+ bookmarks
65,000+ engagements
2,000 new followers 🤯
Looking forward to interacting with all of…
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Here’s a visual explanation of base editing $BEAM
Describes the 3 pieces that make up base editing technology.
1. White-
#CRISPR
protein
2. Yellow- Guide RNA
3. Purple- a “base editing enzyme” called a deaminase which chemically modifies a C-T or A-G
@john_evans3
@aurmanARK
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Are people starting to believe in my $85 price target by end of year?
Few believed it when it was $37.55 on 10/23 (less than a month ago).
$CRSP
#CRISPR
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1️⃣0️⃣,0️⃣0️⃣0️⃣ Followers 😮
Thank you to all who follow and interact with me!
The purpose of this page is to be a hub for CRISPR investors, and those curious about the technology’s potential.
I enjoy spreading the word about all of the amazing breakthroughs that are occurring!…
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42nd Annual JPM Healthcare Conference (all times PT)
Monday Jan 8th
$RXRX at 7:30am
$ARWR at 8:15am
$NVDA at 10:30am
$BEAM at 11:15am
$VRTX at 11:15am
Keynote: Jamie Dimon at 12:30
$PFE at 3pm
$VERV at 4:30pm
$PRME at 5:15pm
$REGN at 5:15pm
Tuesday Jan 9th
$SANA at 9:45am…
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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)
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Ten CRISPR Predictions for 2024
1. $CRSP and $VRTX do not have trouble getting $2m+ price tag. Market realizes "oh wait, these companies actually have pricing power" (but ramp is slower than most hope for).
2. $CRSP next gen CAR-T data improves upon first generations, but isn't…
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@fasc1nate
Lol the power of inflation people! 😄
In 1863 it wasn't sarcastic to say "The government is good to me and gives me a $40/month pension."
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It appears I got a new job. After 6+ months of trying & countless applications I’m taking something where the guy told me “are you sure you can’t do better” within 30 seconds of meeting me 😂
As long as drug test comes back fine 🤣 I start Monday. Should help me to save 4k/month
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Important Dates in CRISPR History 📅
1987- CRISPR first discovered in E. Coli by Japanese scientist Yoshizumi Ishino.
2002- CRISPR-Cas9 published for first time and “CRISPR” term coined for first time.
2012- landmark paper published by Doudna and Charpentier describe its…
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$ARKG REVIEW
Bookmark/Retweet/Comment
In comments: Which stock SHOULD ARKG have that it doesn’t?
👍= approve
🤷🏻♂️= unsure (requires deep dive)
👎= disapprove
💰 = Requires financial 👀
#1
. $CRSP $157m/8.14% 👍
- ARKG should be headlined by the current leader in CRISPR. Do I…
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So much to like here…
I don’t expect 1.8m views because Jim Breyer doesn’t wear a sick leather jacket like $NVDA CEO Jensen Huang 😂, but definitely worth 3 minutes of your time!
“Instead of 10 years for a new drug, it’s 3.”
h/t
@aridiculosidea
for the find!…
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REMINDER: The CEO of $RXRX will be on my Spaces next Wednesday, December 13th!
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My In-Depth $NTLA 🧵
⚠️ Very Long
➡️ If you have any questions about the company, this is the thread for you.
➡️ A breakdown on NTLA-2001, 2002, and the rest of the pipeline.
➡️ With price targets for 1 year/2 years/3-4 years.
#CRISPR
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@DGretta_Author
The US is terrible at helping students find careers that interest them and make money.
High school students today can only name a few dozen jobs 😂
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@fasc1nate
24.. in 2 seconds
People here aren’t realizing that you do x and division left to right once you are down to only those.
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Like this tweet if you love $NTLA and want their CSO to join us on Spaces sometime!
@mellowrk_lion
@galenlittle
@LogicalThesis
The CSO and I follow each other!
Would love to have you on my Spaces sometime to discuss
@intelliatx
,
@LauraSepplore
!
I’ve had the CEO’s of Ginkgo Bioworks and Recursion on already so you’d be in great company!
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If this video doesn’t excite you, nothing will!
Einstein…
Edison…
Darwin…
Tesla…
Curie…
and…
Hassabis
@demishassabis
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Sickle Cell Disease STATS 📊
In honor of the $CRSP and $BLUE approvals…
1) ~90% of the world's sickle cell disease population lives in Nigeria, India, and the Democratic Republic of the Congo, where the disease affects up to 2% of the population. (*These “Wave 1” SCD drugs…
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BREAKING NEWS: Verve Therapeutics Announces Interim Data for VERVE-101 Demonstrating First Human Proof-of-Concept for In Vivo Base Editing with Dose-Dependent Reductions in LDL-C and Blood PCSK9 Protein $VERV
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@Froggieo_
@gunsnrosesgirl3
How about I don’t have the resources that Nintendo does to find the kid 😂
Definitely valid now
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CRISPR Therapeutics “Master Thread”
Market cap: $4.74 billion
Stock price: $55.89
Cash/equivalents: $2.1 billion
————————————————
Casgevy- SCD & beta thalassemia
• $CRSP owns 40%, 60% $VRTX
• was 50/50 but Vertex paid $900m+$200m upon approval for 10% extra on April 20th,…
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@Fire5280
I like how they leave off the fact that on the renting option you are left with $0 and the house option you own a freaking house 😂
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Vertex Announces Approval of First CRISPR/Cas9 Gene-Edited Therapy, CASGEVY™, for the Treatment of Sickle Cell Disease (SCD) and Transfusion-Dependent Beta Thalassemia (TDT) in Kingdom of Saudi Arabia
$CRSP $VRTX
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Within the next 8 trading days…
• $NTLA Pivotal IND news
In 8 trading days…
• $PRME first prime editing NHP data
In 10 trading days…
• $CRSP AdCom
Get through 18 trading days…
• $VERV-101 first human in-vivo base editing data
In 37 trading days…
• $CRSP $VRTX…
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2023 Gene Investing X RECAP🌟
1) Hosted 17 episodes of my Spaces podcast with some major guests! (all recorded on my pinned tweet)
Episode 9-
Martin Shkreli aka PharmaBro
Episode 10-
Aaron Edwards, formerly at $LLY $BEAM $BLUE
Episode 11-
Jason Kelly, CEO of Ginkgo…
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