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🧵My Top Science Themes for Biotech:
1. #AI/#ML and #Automation in Drug Discovery
2. #CRISPR
3. #Genomics
4. #SyntheticBiology
5. #iPSC
6. #TargetedTherapies
1. #AI/#ML and #Automation in Drug Discovery
2. #CRISPR
3. #Genomics
4. #SyntheticBiology
5. #iPSC
6. #TargetedTherapies
Let us skip the obvious bubbles in the #CRISPR stocks into this biotech rally and focus on where there is still real value you can buy into any down days.
I love the #AI/#ML in biotech space. All of $RLAY, $EXAI, $SDGR, $ABCL and $RXRX are super cheap. I think they could all be accumulated into any selling.
I love the #CellEnigneering space. I think $SANA and $IPSC are super cheap still. I would throw in $TWST and $FATE as cheap.
