This is a market I know very little about, but I came across this interesting little piece of info. Not really sure what to do with it yet.
Intellia Therapeutics published promising results in animal tests for delivery of Crispr Cas9. Their stock jumped 8.5%, seems like it was on the decline before. Someone made a big move today.
Could be really good in the long term.
https://finance.yahoo.com/quote/NTLA?ltr=1
https://endpts.com/armed-with-published ... to-an-ind/
Biotech Investing
Biotech Investing
Men often oppose a thing merely because they have had no agency in planning it, or because it may have been planned by those whom they dislike.
-Alexander Hamilton
-Alexander Hamilton
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Mr. Perfect
- Posts: 16973
- Joined: Mon Dec 12, 2011 9:35 am
Re: Biotech Investing
It's endlessly fascinating to watch you retrace my footsteps from over 20 years ago.
Censorship isn't necessary
Re: Biotech Investing
Ha, I just came here to ask your advice on something actually.Mr. Perfect wrote:It's endlessly fascinating to watch you retrace my footsteps from over 20 years ago.
Men often oppose a thing merely because they have had no agency in planning it, or because it may have been planned by those whom they dislike.
-Alexander Hamilton
-Alexander Hamilton
-
Mr. Perfect
- Posts: 16973
- Joined: Mon Dec 12, 2011 9:35 am
Re: Biotech Investing
Well I will do anything to promote more capitalism, some of our best capitalists are former Marxists.
Biotech and pharma represent their own risks, as major stock price swings can be driven by drug trials and FDA approvals. Fortunes won and lost. I haven't followed those sectors since the late 90's but used to have some bros that did, including a guy that made like 100k off Viagra. Personally I felt like I had no insight into how to handicap that stuff so I stayed out of it. Pharma/biotech and energy are 2 sectors I don't trade.
So if you think you have insight into whether a company should do well with this drug or that in trials and approval that would be a good sector for you. In general the key to success in trading is to find a sector that you have intuition about. You just seem to know what's going to happen before it happens. But, don't get to wedded to something if it keeps failing. Their are endless fish in the sea. Keep looking.
In general the most important thing you need to know about investing in the stocks and their derivatives is 1) present value and 2) money management. These are not definitive videos, but will just familiarize yourself with the ideas. The price of a share of stock represents the present value of the sum of all future income/cash flow, discounted for time. You have to have understand every word I typed.
zGRVVSC4UUQ
QjFRVPWpEuY
Again I am not endorsing these videos in full, they are just an exposure to the ideas.
Biotech and pharma represent their own risks, as major stock price swings can be driven by drug trials and FDA approvals. Fortunes won and lost. I haven't followed those sectors since the late 90's but used to have some bros that did, including a guy that made like 100k off Viagra. Personally I felt like I had no insight into how to handicap that stuff so I stayed out of it. Pharma/biotech and energy are 2 sectors I don't trade.
So if you think you have insight into whether a company should do well with this drug or that in trials and approval that would be a good sector for you. In general the key to success in trading is to find a sector that you have intuition about. You just seem to know what's going to happen before it happens. But, don't get to wedded to something if it keeps failing. Their are endless fish in the sea. Keep looking.
In general the most important thing you need to know about investing in the stocks and their derivatives is 1) present value and 2) money management. These are not definitive videos, but will just familiarize yourself with the ideas. The price of a share of stock represents the present value of the sum of all future income/cash flow, discounted for time. You have to have understand every word I typed.
zGRVVSC4UUQ
QjFRVPWpEuY
Again I am not endorsing these videos in full, they are just an exposure to the ideas.
Last edited by Mr. Perfect on Tue Mar 06, 2018 6:36 am, edited 1 time in total.
Censorship isn't necessary
Re: Biotech Investing
I am not getting into BioTech investing really. I am just interested to see who is doing the promising Crispr work. Because I think there will probably be a handful of companies that are likely contenders that will be obvious before the stock price hits the knee of the curve.
Men often oppose a thing merely because they have had no agency in planning it, or because it may have been planned by those whom they dislike.
-Alexander Hamilton
-Alexander Hamilton
-
Mr. Perfect
- Posts: 16973
- Joined: Mon Dec 12, 2011 9:35 am
Re: Biotech Investing
In general, where I'm coming from is when I trade a stock you have to keep in mind sector and it's relationship with the broader market. In this case a biotech firm won't have a relative beta.
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So, biotech and pharma usually have to concern themselves with trials and approvals, is all.
jvk-Lkwd6S4
So, biotech and pharma usually have to concern themselves with trials and approvals, is all.
Censorship isn't necessary
Re: Biotech Investing
Seems like for Pharma there are a lot of winner take all moments because of the monopolization of treatment for a particular malady. The total size of the market for many of these monopolies is fixed so when one wins, others are unlikely to try and come after that market. Which is why vulture like Valeant are able to exist.
I am most interested in knowing who those people will be for Crispr, though I haven't done the research. I know there's the company that owns rights to Crispr as a whole, so they will be the Samsung of that market getting royalties off of the entire market as a whole. Then there are areas of delivery through the cell wall membrane that will be applicable to large proportions of the market. Then there will be the individual use cases that will have value based upon the size of the market. However, as Crispr will deliver the possibility of cures, the treatment model will be disrupted and they will likely be able to predict the total size of a market for a given cure at the outset.
I am most interested in knowing who those people will be for Crispr, though I haven't done the research. I know there's the company that owns rights to Crispr as a whole, so they will be the Samsung of that market getting royalties off of the entire market as a whole. Then there are areas of delivery through the cell wall membrane that will be applicable to large proportions of the market. Then there will be the individual use cases that will have value based upon the size of the market. However, as Crispr will deliver the possibility of cures, the treatment model will be disrupted and they will likely be able to predict the total size of a market for a given cure at the outset.
Men often oppose a thing merely because they have had no agency in planning it, or because it may have been planned by those whom they dislike.
-Alexander Hamilton
-Alexander Hamilton
Re: Biotech Investing
Insider information. Don't share this with anyone else!
https://money.usnews.com/investing/arti ... cks-to-buy
https://money.usnews.com/investing/arti ... cks-to-buy
Men often oppose a thing merely because they have had no agency in planning it, or because it may have been planned by those whom they dislike.
-Alexander Hamilton
-Alexander Hamilton