I love this tech. Gene editing blows my mind. This is just the beginning of this technology. I had to invest in it just to participate. What it will lead to will be amazing. Vertex is an extremely well run company.
The technology seems promising unless there is some big blowup and the government puts a moratorium on it. That's why disruptive tech investing is so tough - many uncontrollable unknown unknowns.
This whole area (genomics) has been a big hole in our pockets, would be nice to finally get a return on my bag of Editas, the others probably never repay their debt
Verve Therapeutics is licensing technology from Beam Therapeutics which is why we haven't been overly interested in the former. Verve's setback in April of this year was also notable. We may look to cover Verve at some point. This is an extremely risky space.
Great video once again! Love the face reveal btw. Would love to hear your opinion on the ginko bioworks fiasco, and what you think of the partnership with nvdia and recursion pharma. Tx !
Glad you enjoyed the video! Our latest Ginkgo piece is here: ua-cam.com/video/7-cb8SO-d6c/v-deo.html Our last piece on Recursion is here: ua-cam.com/video/54yk528JH0A/v-deo.html
A fascinating video, thanks for this Joe. I think you've really differentiated your content from others on YT with videos like this. It's such a tricky sector to breakdown (or invest in) when you don't have the detailed scientific understanding and background. Just wondering if you've heard much of a company called Humacyte? Any thoughts?
It's a very tricky sector indeed. Subject matter experts are prone to explain things too complex without focusing on the investing aspects while investors can often overlook technical complexity. It's not easy to navigate for sure which is why we took a sort of "spray and pray" approach to investing in gene editing. Humacyte we last covered here (www.nanalyze.com/2022/07/humacyte-stock-regenerative-medicine/) and we're waiting until they have meaningful revenues to take another look. Joe P.
What was it like 3-4 years ago when there was that massive run up? We also trimmed then too because it was outrageously hyped across all gene editing names.
@@Nanalyze for me tue risk has to be worth the reward and it got to the point it no longer was I got called so many names a rider a non believer now those people are buying here to get their average to a 60 dollar on beam and ntla
@@Nanalyze i pivoted the cash I still had in NTLA to LLY so seems to have worked out in the end. What are your thoughts on IOVA? I like it when you cover biotech, wish we had more vids liike this.
Seems like a $2.2 million price tag is spendy but how does that compare to what treatment costs if you don't take CASGEVY? That's the ROI analysis we need to see here (presumably that was considered when deciding on price).
They're likely prioritizing the worst diseases (in terms of impact and life expectancy) that have little to no treatments. Eventually all genetic diseases should be sorted.
Subscribe for more great content on disruptive technology: ua-cam.com/users/nanalyze
I love this tech. Gene editing blows my mind. This is just the beginning of this technology. I had to invest in it just to participate. What it will lead to will be amazing. Vertex is an extremely well run company.
The technology seems promising unless there is some big blowup and the government puts a moratorium on it. That's why disruptive tech investing is so tough - many uncontrollable unknown unknowns.
This whole area (genomics) has been a big hole in our pockets, would be nice to finally get a return on my bag of Editas, the others probably never repay their debt
CRISPR seems pretty set now with their cash position and incoming Casgevy profits
Verve is a gene editing company. They had a minor issue with delivery and they are in the process of addressing it with Verv 102
Verve Therapeutics is licensing technology from Beam Therapeutics which is why we haven't been overly interested in the former. Verve's setback in April of this year was also notable. We may look to cover Verve at some point. This is an extremely risky space.
Great video once again! Love the face reveal btw.
Would love to hear your opinion on the ginko bioworks fiasco, and what you think of the partnership with nvdia and recursion pharma.
Tx !
Glad you enjoyed the video! Our latest Ginkgo piece is here: ua-cam.com/video/7-cb8SO-d6c/v-deo.html Our last piece on Recursion is here: ua-cam.com/video/54yk528JH0A/v-deo.html
A fascinating video, thanks for this Joe. I think you've really differentiated your content from others on YT with videos like this. It's such a tricky sector to breakdown (or invest in) when you don't have the detailed scientific understanding and background. Just wondering if you've heard much of a company called Humacyte? Any thoughts?
It's a very tricky sector indeed. Subject matter experts are prone to explain things too complex without focusing on the investing aspects while investors can often overlook technical complexity. It's not easy to navigate for sure which is why we took a sort of "spray and pray" approach to investing in gene editing. Humacyte we last covered here (www.nanalyze.com/2022/07/humacyte-stock-regenerative-medicine/) and we're waiting until they have meaningful revenues to take another look. Joe P.
@@Nanalyze Great, thanks. Have just read this. An important note of caution. Will sit on it for now.
I hold all 3 although i trimmed when they had a run up and bought back recently
What was it like 3-4 years ago when there was that massive run up? We also trimmed then too because it was outrageously hyped across all gene editing names.
@@Nanalyze I thought it was the future and had massive potential but at the time it also had massive risk and became too overvalued
@@Nanalyze for me tue risk has to be worth the reward and it got to the point it no longer was I got called so many names a rider a non believer now those people are buying here to get their average to a 60 dollar on beam and ntla
World travelers have noticed drug ads are only allowed on US tv . Other nations have media regs that bar those drug ads.
NZ too
Your ETF XDNA didn t have a cote since dec 2023 😢🥴😳😳😳🤔🤨😵💫
It's not our ETF
It’s a shame $CRBU doesn’t have a more royalty centric business model; if they did it would be a very interesting bet at current prices…
It's very tough to value a company like this with so many unknowns
In vitro Gene editing idnr a game changer . Only in vivo editing will make a difference .
It's certainly going to be a lot easier. Ex vivo sounds brutal.
What stock IS this?
@@AntonioLopez-2050 It's a discussion of methods, not any particular stock :)
Beam and Prime have both the potential to become in vivo because of the low indels.
what are some of the companies that can really benefit if they acquire gingko bioworks
Our concerns about Ginkgo are numerous, and none of them have to do with M&A speculation: ua-cam.com/video/7-cb8SO-d6c/v-deo.html
Isn't Schrödinger also doing ai meets genomics?
SDGR doesn't like it when people refer to them as using AI for some reason. They're working on drug discovery, not gene editing.
dude, ive lost so much money on intellia. NTTL has an HAE and ATTR drug that aims to be a true cure, but idk man. I abandoned ship after 25% down.
Always be sure to invest in companies, not stocks. These are some very volatile names so it can be very nerve wracking to be long.
@@Nanalyze i pivoted the cash I still had in NTLA to LLY so seems to have worked out in the end. What are your thoughts on IOVA? I like it when you cover biotech, wish we had more vids liike this.
@@camthecritic5481 You mean IQVA? We covered them a few years back here: www.nanalyze.com/2022/05/iqvia-stock-digital-healthcare/
@@JJthename55 Good. So we'll show you the door. Now GTFO. Blocked.
I have 2000 shares of Edit and 150 shares of CRSP. What will they be worth a year from now?
Our on-staff Romanian fortune teller will communicate the answer to you telepathically some time during the next full moon.
I feel like edit is dead in the water but crsp is promising
@@minipwn0422 We exited EDIT a while back just based on their progress relative to their peers.
Great idea in avoiding overly ambitious projects right now (imho). This isn't binary/parity bit checking (until it is) which it will be, one day
As Saint Steve Jobs once said, "the biggest innovations of the twenty-first century will be at the intersection of biology and technology."
CASGEVY has not so great target group regarding treatment price
Seems like a $2.2 million price tag is spendy but how does that compare to what treatment costs if you don't take CASGEVY? That's the ROI analysis we need to see here (presumably that was considered when deciding on price).
they should work for a cure for G6PD deficiency patients which affects 400 million people worldwide
They're likely prioritizing the worst diseases (in terms of impact and life expectancy) that have little to no treatments. Eventually all genetic diseases should be sorted.
Do you still own CRSP, NTLA and BEAM?
We have to leave something for paying subscribers. What we hold is one of those things ;)
nah, all my moneys in silver mines
Aight