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/biz/ - Business & Finance


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49286636 No.49286636 [Reply] [Original]

Which biotech cheapies are you waiting to scoop?

>> No.49286652

>>49286636
This too high IQ for this board bro.

>> No.49286660

>>49286652
If you build it, they will come

>> No.49286673

Biotech is shit. Keep it down

>> No.49286744

>>49286636
No idea. What should i buy?

>> No.49286816

>>49286744
>>49286636
Amyris. Bona fide IRL alchemists. Business savvy too.

>> No.49286938

>>49286744
Checked. I like Alkermes, United therapeutics, and Halozyme therapeutics for some mid-size safer growth picks.

I like Bluebird, Twist, Ginkgo Bioworks (DNA), and CRISPR for some more risky picks.

Royalty Pharma, Takeda, and Vertex are some safe/lower risk picks as well.

>> No.49286955

>>49286816
Interesting, haven't heard of them at iGEM ever, for some reason.

>> No.49287101

>>49286816
Thinking about getting some calls on this expiry Jan 2023. Strike price maybe $4?

>> No.49287185

>>49287101
Their portfolio of extracts looks very impressive. I think I will wait until they are pushing below $2, then buy some $4 calls for as far expiration as possible.

>> No.49287261

kek remember your retarded ass . biotech is always extremely risky because thy always fuck it up and lie about what it does. Enjoy being poor

>> No.49287263

>>49287185
Based invest bro. Ty.

>> No.49287294

>>49287261
You're just another tard that hates biotech despite the many advances the field has had in recent decades. The science will march on regardless of your beliefs, and hopefully you will not go senile or die of cancer too early.

>> No.49287337

>>49287294
hows that covid vaccine bro? oh right.

>> No.49287353

i wanted to invest in seed rounds for technologies i know will change the world but i'm too pleb to jump through the legal hoops

>> No.49287360

>>49287337
It works well for being an emergency/rushed measure. But I agree that it shouldn't have been required of anyone except the old/at risk.

>> No.49287380

>>49287353
I don't really get the appeal of that versus just investing in smallcap biotech or mid-size biotech that is known to acquire and advance microcaps.

>> No.49287401

>>49286660
If you seed it they will sneed

>> No.49287426

>>49287360
>It works well for being an emergency/rushed measure
cope

>> No.49287431

>>49286636
None, there all scams.

>> No.49287455

>>49287431
>He says as people are living to old age rather than dying of cancer and rare diseases for the first time.

>> No.49287491

>>49287455
you ready for monkey dots?

>> No.49287574

>>49286636
biotech fag here
we have wayyyyyyyyyy too much overhead to be super good returners in our stock price. We'll give decent dividends though.

We simply can't compete with in silica tech bros who only need smart people at decent salaries, comped pizza and maybe a server room or contract with AWS

We need all that and hundred million dollar facilities, an army of blue collar workers, supply chains etc etc.

Don't get me wrong the tech is exploding, but some of the best biotech companies resemble a steel mill more than something out of silicon valley. Just look at the giants like Bayer, TMO, Merck, Pfizer etc etc.

Solid companies that you can park your money in and by in large it wont vanish, but they don't fucking go up either. In fact its more likely they go down.

Small biotech firms are the worst. Barring maybe ILUM i don't know of hardly any that have mooned in the past decade. Even the darling Unicorn I worked for lost 2/3 of their value 6 months after their IPO. And they were long thought to be a Monsanto killer. .

>> No.49287581

>>49286636
I was thinking anything related to ivf or fertility drugs. Merick is a leader in the field and has been only going up while spy goes down.

I work for a start up pharm , its basically a penny stock. They work on making better manfufacturing processes to make vaccines and other drugs. They have enough operating cap to last a year and a half. Not sure if i should buy any of their stock. startup , no revenue except investors, company could go under and I wont have a job plus the money i lose on stock. But if im unemployed who cares fucked is fucked an extra 10k not doing anything for me.

>> No.49287640

>>49287574
Im a tech bro in bio/pharma. I get paid pretty welll. Merck has been mooning lately. I think ivf is future since microplastics killing our sperm and turning me gay

>> No.49287674

>>49287574
My roommate works for invitae and their stock price has totally fucking collapsed. They had been given tons of options (40k in my roommates case) and now it's worth like 5k max.

>> No.49287679

>>49287574
Just use more leverage/call options and biotech/steelmills = tech zoomzoom companies.
>>49287581
>>49287640
Interesting take.

>> No.49287680

>>49287581
pharma bro here. They are fucked. The industry operates like a dinosaur. Anything filed with the FDA can't simply "switch processes".

Good luck being accepted by CDMOs or any of the giants without a proven cGMP history.

Its not a feild for the young at heart. Sad but true.

I'll admit everynow and then there is a moon shot. But it almost always has to do with the patent rights of a blockbuster drug. The barrier of entry is soooooooooo fucking high in pharmaceuticals and every little thing that goes into them.

>They work on making better manfufacturing processes to make vaccines and other drugs

Your best bet is to be gobbled up by one of the big guys like TMO. But you are already public so you are fucked.

>> No.49287714

>>49287574
What do you think is a good p/e for biotech? Also heard Peter Theil say that biotech is difficult investment because of all the regulation. If something is regulated it wont be as profitable. Bio is heavily regulated and Ive seen it first hand.

>> No.49287771

>>49287714
To be fair, the regulations adds value to the product in this case, because it tends to increase consumer trust/adoption, and the alternative is often just dying, making the products almost perfectly inelastic. I would shoot for low P/E values if you want a safe bet, many small companies with 1 or 2 blockbuster drugs have a P/E below 10. At a P/E that low, all you have to do is check if there are any major flaws with the company, and buy if there aren't.

>> No.49287791

>>49287680
Ya they were a larger company then broke up and reformed under a new name. I dont know how or why investers keep dumping money into this company. They release news internally about positive reviews and shit. Our email signature even has the stock abreviation in it. They want us to buy so bad.

>> No.49287838

>>49287771
Merck is at 26 so maybe not a good buy.

My current company has been around for about 4 years since the org change. They also keep getting investments. I just hope they last a few more years before I have to job switch again.

>> No.49287846

>>49287714
>p/e
above 0 lmao

>> No.49287866

>>49287838
>Merck is at 26 so maybe not a good buy.
safer/larger companies will generally fall into the 20-30 PE range, and you have to compare them to each other and their past performance if you wanna buy them. But they will generally grow more slowly.

>> No.49287881

>>49287838
>hey anon we made a pill that cures autism!
>lel lel lel fuck you I'm not taking it tranny nigger!
>company goes bankrupt

yes biotech is a great investment

>> No.49287914

>>49286938
Based 200 IQ post. My friend works at Twist, they’re going places.

>> No.49287921

>>49287881
regarding pharmaceutical you want people who are either making blockbusters or orphan drugs (due to the orphan drug act, guaranteed reimbursement)
there is no in between as far as most drug companies are concerned.

>> No.49287922
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49287922

>>49287881
Thank you for keep bumping my thread fren.

>> No.49287938

>>49287914
>My friend works at Twist, they’re going places.
The question to me is simply "what is a good entry price". Too bad Cathie the hype beast got to it before me. I am waiting to buy calls.

>> No.49287955

>>49287922
no prob, I love laughing at T.A cucks

>> No.49287966

>>49287866
I think it will sky rocket in 5-10. By 2035 40% of US pop will need medical intervention to have kids. Stocks love to moon before the product is realized or even need for it. Just a matter of when this narrative takes off in the main stream

>> No.49287974

>>49287921
>Whoops we killed several orphans because our drug causes liver damge.
>go bankrupt
brilliant

>> No.49287985

Aren't we looking at a bigger dip?
A recession is coming so buying this shit is a bad idea. It can drop another 80%

>> No.49287998

>>49287966
>US pop will need medical intervention to have kids.
all of human history begs to differ

>> No.49288023

>>49287974
I mean, you're not wrong. I'm not going to say it happens all the time but Bayer has completely stalled out due to glyphosate litigation. And they are on the cutting edge of crop science in a world entering some DARK fucking times in regards to food security.

>> No.49288044

>>49287938
Yea the market is fucked. I would say buy ORNA if they ever go IPO, but they might just get acquired by a bigger company. I’m interviewing at Intellia right now and they’re hiring like crazy, so that might also be a buy, but again the market speculation might have already front-run them.

>> No.49288073

>>49288023
>DARK fucking times in regards to food security.
I'm literally growing food right now. The worst that might happen is that people that relied on fertilizer are going to get fucked and people will have to start growing their own food.

>> No.49288093

>>49287985
Hence I say "Waiting to scoop". It's also going to be hard to time it right. You have to get in at the perfect moment where institutional investors dump profitable/high potential biotechs alongside the rest of the shitcos, but also before they realize these are recession-proof and buy them back up.

>> No.49288153

>>49287998
Umm okay? Weird counter point. Sperm counts being cut in half in the past 40 yrs I guess is just a conspiracy. China has also dropped 40 mil ov avg in sperm counts as well. Now its a global problem. This is all easily found information from main stream sources.

>> No.49288206
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49288206

>>49288073
The worst thing thats gonna happen is the entirety of the third world showing up for dinner

>> No.49288211

>>49288153
>Weird counter point
kek and your point is
>LEL PEOPLE AREN'T GOING TO BE ABLE TO REPRODUCE WITH OUT PILLS!

>sperm counts being cut in half in the past 40 yrs I guess is just a conspiracy.
it is when your just posting shit with out a link.
All that backing your pill is "it sort of works"
Eggs.
Spinach.
Bananas
stop masturbating done

>> No.49288229

>>49288206
more free workers for me to exploit

>> No.49288326
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49288326

>>49287360
>It works well for being an emergency/rushed measure.

>> No.49288332

>>49288211
This isnt leddit im not siting abunch of sources. I am telling you the sky is blue and you want me to prove it. Just means you would deny the sources. Youve already made your choice. Now be gone.

>> No.49288427

>>49288332
https://www.frontiersin.org/articles/10.3389/frma.2021.614013/full

:^)

>> No.49288443

>>49288211
>All that backing your pill is "it sort of works
Never said shit would work. People buy dumb shit all the time. Ivf generally does "work" id probably never use it tho. Yes you can do things to improve your odds and health. Thats like saying just eat idodine pills and radiation wont affect you.

Heres your fagget source https://www.gq.com/story/sperm-count-zero

Theres other better ones ur just lucky i have one saved. Also anything talking about micro plastics will lead you down the rabbit hole. DD dyor

>> No.49288484

>>49288443
>gq.com

>> No.49288496

>>49288427
Philosophy professor spends an entire article to basically say "Industry funded research is questionable, including both non-clinical and clinical research"
But no alternative system is provided. The only alternative I could imagine would be vastly increasing the size and public funding of independent bodies such as universities, non-profit research institutions, the FDA, and the NIH.

>> No.49288504

>>49288443
>Never said shit would work.
>company is going to go up because I said so!
So hows the erectile dysfunction?

>> No.49288521

>>49288496
>But no alternative system is provided
Eat veggies,work out. Simple yeah?

>> No.49288527

>>49288427
Oh man ur telling me science is corrupt. I had no idea. Id better not use critical thinking to shift through it. Fuckin %@$@<<B*<-__
%@%@>>0*<--
%%@>>T#<<-

>> No.49288539

>>49288443
>>49288484
>>49288504
Here is the original sauce btw: https://pubmed.ncbi.nlm.nih.gov/28981654/

>> No.49288550

>>49288527
kek thanks for proving my point
>>49287881

>> No.49288554

>>49288496
the FDA
The FDA is why your drugs are so expensive. The last thing you want to do is empower them

God fuck the FDA.

>> No.49288557

>>49288484
Called it, omg source is gay. How many bots are in this thread?

>> No.49288574
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49288574

>>49288539
>https://pubmed.ncbi.nlm.nih.gov/28981654/
Remember anon, a pack a day keeps the doctor away

>> No.49288576

>>49288554
>The FDA is why your drugs are so expensive. The last thing you want to do is empower them
Depends on if empowering them means making more stringent regulations, or just making reviews faster and more well-manned.

>> No.49288653

>>49288539
Ty

>>49288557
>bot
I have a PhD nigger. Just don’t cite gq next time and act like it doesn’t matter.

>> No.49288722
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49288722

>>49286636
why are you shorting in my degree? I work in genomics tho

>> No.49288768

>>49288653
>PhD
Haha im sorry you wasted so much money. I already said I didnt want to give a source and that whatever I gave someone would bitch about the source. Maybe you like Joe Rogan. https://heavy.com/news/joe-rogan/shanna-s

Maybe you like the guardian...
https://www.theguardian.com/us-news/2021/feb/26/falling-sperm-counts-human-survival

Or maybe someone with a ph shouldnt be such an illterate nigger

I dont think watermelon montly does reports on loads anymore so I wont be able to site your favorite source.

>> No.49288832

>>49288722
I am discussing going long, not a single mention of shorting. Are you ESL?
>>49288768
>>PhD
>Haha im sorry you wasted so much money. I already said I didnt want to give a source and that whatever I gave someone would bitch about the source.
Next time just spend the requisite 2 min of skim-reading needed to find the original paper and see if it seems reputable. (Mt Sinai is generally a strong research institution and this is a large scale meta-study, so it seems like a good source).

>> No.49288836

>>49288554
Fda has such insane compliance regs on information and security. Its nuts. I know cause i run the IT for it all. If anyone wanted to get into bio biz its going to be expensive already and the regs just multiply that.

>> No.49288940

>>49288153
The “sperm counts are dropping” arguments have always been sus because there clearly hasn’t been a fertility crisis for men. If sperm counts have really dropped so drastically low then there would be widespread and noticeable impotency in a very large number of men by now, but there isn’t.

>> No.49288969
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49288969

I'm really interested in biotech as a moonshot play but only because I have a naive vision of the 2030s where CRISPR/gene editing comes into its own and we essentially merge with the Gattaca timeline. I guess if we get a renaissance of gene tinkering it'll all be underground/black market shit with no investable instruments thanks to the FDA and similar cucking the shit out of any company with real ambitions.

Like I just want to shotgun seed invest with a few dozen startups working out of their garage with bootleg crispr tech who are all trying to cure mortality or make penises grow or etc. Highly profitable moonshot gene tech. But I guess there's very little actually out there on the public market that fits the description of what I'm looking for, and I'm not rich enough to get into the right circles to be able to do seed funding, and even if I could they'd just get raided by the FDA the moment they produced promising results. It's honestly really depressing.

Maybe I should just double down on XMR with the understanding that the biopunk genetech chop shop black market of the future is still going to need untraceable digital cash to operate smoothly.

>> No.49289020

>>49288832
The Hebrew University? On 4chan? A source?

>>49288940
>tell me you didnt read any of the articles without reading them

The affects are less a problem when young. The effects get worse as u age and accumulate chemicals. This passes down epigenetically. Compounding the problem each generation. You can get away with having the sprem reduced that much over 40 yrs without much notice. You just bang more to have kids. The point is we have gotten to a point where it is becoming a real problem.

>> No.49289060

>>49288969
>naive vision of the 2030s where CRISPR/gene editing comes into its own and we essentially merge with the Gattaca timeline

That movie wasnt meant to be inspirational in the way you took it. He rose above the techno dystopia , not because of it. But i get what you mean.

>> No.49289095

>>49289020
>The Hebrew University
*Hebrew medical school. And you're on the Jew board of 4chan, my friend.

>> No.49289100

>>49288836
dude every regulation they have is to the nth degree. We just went through a PAI audit for a new drug and they wanted to shut the entire floor down because plastic brutes biocontainer go in didn't have a labeling system to determine which ones were clean or not.

We had a system where clean brutes stages in one area, "dirty" ones (that never come into contact with anything, just hold plastic bags, in another. FDA wanted to halt the entire floor because they wern't labeled clean.

Like wtf you give them more inspectors you just get them shutting down critical infrastructure. See the baby formula situation.

>> No.49289103

>>49288768
Cope. I got paid to get my PhD nigger, most science PhDs pay you, not the other way around. Opportunity cost notwithstanding. And I read your previous posts. Doesnt make you any less of a seething midwit for posting a dogshit source when you were prompted. If you’re actually interested in the research, you’d link people to vetted sources, but you’re probably just regurgitating shit you’ve read here.

>> No.49289106

>>49289020
>>49289060
The fact that the same trends weren't observed in asia/africa/latin America lead me to believe they could be more dependent on obesity though.

>> No.49289161

>>49289095
I thought it was the self hating kind.

>>49289106
Yes I am regurgitating a post I saw here. I then looked into it. Now im regurgin sources i read. I didnt autistically write them all down for a show down on jewchan.
>>49289106
The fact you wont google the words china and sperm counts makes me believe I am a fat fagget.

>> No.49289227

>>49289103
Most people on 4chan are retards from a flyover state. They can't recognize experts because all they have is guns, religion and facebook. Once you have a PhD you should leave for greener pastures. Unfortunately I get banned way more on reddit and shit so idk where to go

>> No.49289239

>>49289161
Oh interesting, the Chinese study is a bit more distressing, seeing as it's only from 1 decade, and uses sperm donors as its subjects (and controls for bmi, etc).
"A longitudinal study of semen quality among Chinese sperm donor candidates during the past 11 years"
Granted, it's a nature article and comes out of China, so approach with healthy skepticism. I will add Merck to my list of potential buys, thanks.

>> No.49289259

>>49289227
There are less schizos and tards here than on /sci/ believe it or not.

>> No.49289295

>>49288969
>I have a naive vision of the 2030s where CRISPR/gene editing comes into its own and we essentially merge with the Gattaca timeline.
Having worked with CRISPR myself, I can tell you it’s not going to happen. Knocking down genes is easy enough, but upregulating genes or getting new genes inserted is more difficult, especially at high efficacy in target tissues. Add onto that that most phenotypes, eg penis length, are not easily modulated by expression of one single gene, and you’ve got a very difficult problem to solve.

Gene editing is going to see its best uses in knockdown of single genes. Then correction of single point mutations. Then upregulation of native genes. Then insertion of new genes. It’s a promising technology for correcting simple, well-characterized errors, but it’s not going to lead to supermutants or anything. Germline editing, ala “designer babies,” could have broader effects, but even then were constrained to targeting single genes with well-characterized functions that can be edited easily

>> No.49289321

>>49288969
You can always just cough up the 150k needed to buy genius-tier donation eggs and have it put in a surrogate.

>> No.49289348

>>49289295
Is there any possibility of artificial selective breeding by merging gametes, growing the zygote, turning somatic cells into gametes, and repeating? I have wondered if anyone has attempted anything similar, but don't know where to begin a search for such research.

>> No.49289366

>>49289227
>omg i luv experts
>omg guns religion fb
>fly over state

I found the liberal retard.

>>49289295
All these advancements rely on human level AI or better created by 2025. Otherwise ya its gonna be hundreds of years before any cool is solved. I dont know if AI is even really possible.

>> No.49289388

>>49289348
I got your haploids right here if you know what I mean. Source: I took AP bio 20 yrs ago.

>> No.49289436

>>49287455
lmao human health is SHIT in the 21st century. We made all our sweet gainz to average lifespan by reducing infant mortality but chronic illness has been reaching new ATHs for an entire century now. For a long time we were able to counteract our shit lifestyles and diets with some new pills and nifty organ transplant procedures but for the last 10 years average life expectancy has been dropping and with the shit we're eating and our disgusting habits it's only going to get worse. Not to mention the fact that instead of investing in improving diet and exercise we're making it worse and biotech is monetizing our decline by having us play lab rat and selling us ridiculously expensive treatments like monoclonal antibodies with dubious efficacy profiles while doctors are only ever trained to prescribe pills until invasive procedures are necessary instead of telling fat fucks to cut the processed sugar and eat some fish with vegetables instead. modern medicine is a fucking joke - yes, we have some cool technologies, but their only use is keeping disgusting dying fucks alive instead of solving their problems by actually making them healthier with diet/exercise regimens, which are systematically ignored.

>> No.49289442

>>49287294

Science will march on but investment returns will not follow. At least not in this sector.

>> No.49289486

>>49289436
Yeah sorry, but I care more about curing muscular dystrophy, cystic fibrosis, and leukemia in children than preventing some fat fucks from shoveling food and sugar in their faces. Not my problem.

>> No.49289525

>>49289442
Success rates will increase and time to develop drugs will decrease as better tissue engineering platforms and screening automation are developed.

>> No.49289533

>>49289348
My developmental biology knowledge is severely lacking but I would have to guess there is some reason why it wouldn’t work. Growing a zygote outside of a human body sounds like a huge hurtle but maybe it’s been done in other animals

>>49289366
AI would be cool but it’s a field I know nothing about. Right now computational biology is still very immature technology. Even something as simple as docking molecules into binding sites on a single receptor is nontrivial, so we’ve got a long way to go

>> No.49289659

>>49289436
>monoclonal antibodies with dubious efficacy profiles while
Friend took this when he got covid and he got better. Hes a vegan and fucks tons of hoores. Never been vaxed. I also not vaxed but also never got covid. Ive been around a few that have . Just an ancedote

>> No.49289676

>>49289486
curing muscular dystrophy, cystic fibrosis, and leukemia in children

How about u fags do something for kids that loose an eye. Not only has this shit not advanced at all the prosthetics are still the same. They have made minor improvement to the surgery thats about it. Ive had a fake eye for 30+ yrs and medical industry has done fuck all for me as a child or adult.

>> No.49289684

>>49286636
The 4th Industrial Revolution says there will be leaps and bounds in the biomed-tech industries apparently so yeah its probably a good buy right now.

>> No.49289697

>>49289486
I am tired of seeing those cancer kid commericals tho. They know I have a kid and want to make me worried about shit. Im gonna poke out my kids eye so my people will survive.

>> No.49289730

>>49289533
>done in other animals
Havent they done this with chickens

>> No.49289761

>>49286636
Penny biotech stocks are fun. MEIP, Arcadia bioscience, and regulus

>> No.49290637

>>49288722
randanons in biotech, can you give me advice(undergrad)?

what were some killer skills that actually got you a job, 3 years of book slurping definitely isn't it

help a small bio-bro if you can

>> No.49290646

>>49286636
CRSP, ILMN, BEAM, EDIT, PACB, NTLA
this shit is too easy

>> No.49290647

>>49288969
you my lost twin or STH, had the same exact idea

grey biotech is very needed and fed cucks keep delaying real progress

>> No.49290672

>>49289295
unorganised retard me forgot to input this one as well, basically too many genes are cross-correlated in doing the one simple thing(let's say muscle tissue growth)

there is no fix-all switch but we are getting closer to understanding larger processes and breaking them down into smaller and manageable chunks

>> No.49290694

>>49289436
pretty much, unironically

easier to fix shit diet for most people instead of going the gene-flipperroo route

>> No.49290739

>>49289348
meiosis actually takes time to happen and we don't know an exact shortcut

So you'd have to grow test tube babies to puberty until you hack sexual maturation itself

And if it wasn't obvious: shit ton of "biological overhead" involved in finding an exact way to do that(IE. Imagine waiting 10 years for your first batch)

You can clone shit from somatic(non gamete cells) but I don't think we have a healthy way of inducing meiosis without making the most inbred mfers ever

love biotech, cheers to everyone

>> No.49290788

>>49289676
Anon, I'm sorry for your situation but realise that this would require growing a full eyeball that also doesn't get rejected by your immune system and doesn't get messed up during the surgery and stabilises

Literally too much handiwork for eyeballs, much easier to transplant skin or liver or bone marrow

take care of your bodies everyone, you don't get to replace body parts this easily!

>> No.49290955

>>49286636
Cyber implants is much cooler than lame bio implants, and GMO gives you brain AIDS.
My analysis suggests, that majority of populations (except for OP) accepts our shiny cyberpunk future, and already invest in cybergulag companies, which makes them overvalued. True value investor should by utility, rare earth extraction, mechanical and electronics ETF, as those industries will be instrumental in creation and supporting of booming VR-mines, convenient cyberimplants-as-a-service offerings, luxurious brain crypto farming.

>> No.49291496
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49291496

>>49286636
finally a good thread anon. thanks. i'm gonna slurp

>> No.49291915

>>49288940
That's because it only takes one sperm to impgrenate. Having millions upon millions just makes it easier that one will succeed. They can drop by another half and people can still pump out kids.

>> No.49293792

>>49291915
>They can drop by another half and people can still pump out kids
No , no they cant. You are just saying things because you can.