RosannaInvests
Why are biotechs running? Look at the last six weeks. 🧐 $ARKG 🧬
→ Sep: FDA clears $PRME to start its in-body prime editing trial for Alpha-1. $TWST hits 52-week highs on its Lilly AI deal. ARK adds gene editing.
→ Oct: $TEM clears antitrust for the Personalis deal. Merck KGaA buys Silence at a ~130% premium. Gilead pays $1.275B for a Phase 1 pill.
→ Last week: FDA draft guidance lets one application cover many patient-specific gene edits. $BEAM shows proof of concept for BEAM-301. Editors rip.
Catalysts stacking on catalysts.
The cost of failure is falling. The buyers are showing up. The re-rate already started.
Not FA. DYOR.
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