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@azulsimmons1040
Ай бұрын
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.
@Nanalyze
Ай бұрын
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.
@soundslight7754
Ай бұрын
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
@Nanalyze
Ай бұрын
CRISPR seems pretty set now with their cash position and incoming Casgevy profits
@LDP..
Ай бұрын
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 !
@Nanalyze
Ай бұрын
Glad you enjoyed the video! Our latest Ginkgo piece is here: kzitem.info/news/bejne/mGOZyGyJiF-VaZg Our last piece on Recursion is here: kzitem.info/news/bejne/lmqv0WlocXx5Y3Y
@shoelessjoe428
Ай бұрын
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?
@Nanalyze
Ай бұрын
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.
@shoelessjoe428
Ай бұрын
@@Nanalyze Great, thanks. Have just read this. An important note of caution. Will sit on it for now.
@savvysocialshow7324
Ай бұрын
I hold all 3 although i trimmed when they had a run up and bought back recently
@Nanalyze
Ай бұрын
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.
@savvysocialshow7324
Ай бұрын
@@Nanalyze I thought it was the future and had massive potential but at the time it also had massive risk and became too overvalued
@savvysocialshow7324
Ай бұрын
@@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
@karenmay5240
Ай бұрын
World travelers have noticed drug ads are only allowed on US tv . Other nations have media regs that bar those drug ads.
@Nanalyze
Ай бұрын
NZ too
@Hashtag-Hashtagcucu
Ай бұрын
In vitro Gene editing idnr a game changer . Only in vivo editing will make a difference .
@Nanalyze
Ай бұрын
It's certainly going to be a lot easier. Ex vivo sounds brutal.
@AntonioLopez-2050
Ай бұрын
What stock IS this?
@Nanalyze
Ай бұрын
@@AntonioLopez-2050 It's a discussion of methods, not any particular stock :)
@Hashtag-Hashtagcucu
Ай бұрын
Beam and Prime have both the potential to become in vivo because of the low indels.
@Lucscarsandstocks
17 күн бұрын
I have 2000 shares of Edit and 150 shares of CRSP. What will they be worth a year from now?
@Nanalyze
17 күн бұрын
Our on-staff Romanian fortune teller will communicate the answer to you telepathically some time during the next full moon.
@minipwn0422
15 күн бұрын
I feel like edit is dead in the water but crsp is promising
@Nanalyze
15 күн бұрын
@@minipwn0422 We exited EDIT a while back just based on their progress relative to their peers.
@sr-wn3vn
Ай бұрын
what are some of the companies that can really benefit if they acquire gingko bioworks
@Nanalyze
Ай бұрын
Our concerns about Ginkgo are numerous, and none of them have to do with M&A speculation: kzitem.info/news/bejne/mGOZyGyJiF-VaZg
@benharris8335
Ай бұрын
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…
@Nanalyze
Ай бұрын
It's very tough to value a company like this with so many unknowns
@nermapierre
Ай бұрын
Isn't Schrödinger also doing ai meets genomics?
@Nanalyze
Ай бұрын
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.
@pierrever
7 күн бұрын
Your ETF XDNA didn t have a cote since dec 2023 😢🥴😳😳😳🤔🤨😵💫
@Nanalyze
7 күн бұрын
It's not our ETF
@22raaf
Ай бұрын
CASGEVY has not so great target group regarding treatment price
@Nanalyze
Ай бұрын
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).
@camthecritic5481
Ай бұрын
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.
@Nanalyze
Ай бұрын
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.
@camthecritic5481
Ай бұрын
@@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.
@Nanalyze
Ай бұрын
@@camthecritic5481 You mean IQVA? We covered them a few years back here: www.nanalyze.com/2022/05/iqvia-stock-digital-healthcare/
@Nanalyze
Ай бұрын
@@JJthename55 Good. So we'll show you the door. Now GTFO. Blocked.
@MTXSHO9732vV8SHO
Ай бұрын
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
@Nanalyze
Ай бұрын
As Saint Steve Jobs once said, "the biggest innovations of the twenty-first century will be at the intersection of biology and technology."
@mangopapaya5712
Ай бұрын
Do you still own CRSP, NTLA and BEAM?
@Nanalyze
Ай бұрын
We have to leave something for paying subscribers. What we hold is one of those things ;)
@emac3863
Ай бұрын
they should work for a cure for G6PD deficiency patients which affects 400 million people worldwide
@Nanalyze
Ай бұрын
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.
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