Issues & Updates
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Supercharged By AI
In the inaugural issue of Tech Frontiers, our first recommendation is a company that sits at the intersection of biotech and AI. It’s a small company – which has a major upcoming catalyst only weeks away – is also poised to be super-charged by AI.
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Prime Time
Unlike first generation gene editing tools based on CRISPR technology, this new one, prime editing, doesn’t make breaks in DNA’s double helix. Instead, it uses a guided search-and-replace mechanism – like a molecular word processor – to correct typos in our genetic code. And the big name investors are pouring in.
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A Biotech Blue Chip
Just as recombinant DNA unlocked a new era of drug-making, siRNA is now unlocking an era where we don’t just supplement biology – we command it. This month’s recommendation is a company that is category defining in its leadership of the siRNA – and a blue-chip biotech stock that should surge ahead as the industry falls back.
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Sell Alert: Iovance Biotherapeutics (Nasdaq: IOVA)
Dear Biotech Frontiers subscribers, One of the most important qualities that separates professional investors from amateurs is the capacity to face reality when it becomes clear an investment thesis has broken down. As I’ve said before, hope is not a strategy. Unfortunately, that moment has come regarding our Biotech Frontiers investment in Iovance Biotherapeutics (Nasdaq:
