Second tranche of $TMO bought at $525. DYODD.

@Borlaug_ Thanks for sharing!

First tranche of $MTD purchased at $1280. Forgot to tweet this on Friday. Not investment advice, DYODD

@paras_biotech We wrote a deep dive on $NVO a few months back. You can read it here if interested.

@Borlaug_ Nobody I know uses Seer.

Our latest article is out! Read now to understanding more about CAR-T #Celltherapy and let's have a look at a new manufacturing method that can revolutionize the industry.

@JerryCap @MetacriticCap $ADYN is my top dog!

A few key players in the CAR-T therapy, great summary.

This means large bioreactor is extremely difficult to get access too. You just need a handful of products to become commercially viable for a demand explosion to happen.

This is what I found online - It shows bioreactor capacities of more than 20 million L in Europe, 9 million in the Americas and approximately 1.5 million in the Asia Pacific region. Of those, 70% are sized for bench- and pilot-scale fermentation.

Just saw a deck which claims that the global CDMO bio-fermentor capacity is approximately 100 fermentor. If new use cases become commercially viable such as food or other stuff, imagine the explosion in fermentor demand. $TMO $DHR $SRT

$TMO almost sub-500. Waiting for it to drop more!

Chimeric antigen receptor T cells (CAR-T) is a game changer to cancer therapy. Currently the workflow to make a batch of CAR-T for patient takes around 7 days or more. According to FasTCAR protocol, however, the productions can be cut down to 1-2 days.

Maybe I am late to the game, but FasTCAR? Sexy hot word or real disruptors to current CAR T-cell production workflow?

What is a balanced solution? The inflated drug prices is a result of patented drugs bundling where a package of two or more products is offered at a discount. So instead of barring M&A, why not tackle bundling? It will be a win-win for biotech startup, investors and consumer.

If acquisition is the current way to go but big pharma is barred from big acquisition, with no exit plans ahead inevitably might cause: 1. investors leaning towards investing less risky bigger pharma 2. more early stage companies will find it harder to get funding round closed.

The biotech IPO market saw a 79% decline in the number of completed IPOs from 2021 to 2022 in the US. More and more biotech companies are leaning to acquisition as a founders' exit plan.

One podcast recently discussed about US FTC challenging $AMGN ’s $28bn takeout of Horizon. FTC sees it as a way to curb anticompetitive moves that inflate drug prices. But the move might affect future M&A, causing investors to be less inclined to invest in small biotech startups.

@Borlaug_ We wrote a note about this last week.

This is not investment advice. DYODD.

We just purchased our first tranche of shares in $TMO at $519. You can reference our article in which is outline our valuation range.

Interesting. Will look at it. Thanks for the heads up.