China’s AI Landlord
China’s artificial intelligence sector is not in a market bubble. In fact, the company Erez Kalir recommends this month trades at a significantly lower valuation than its U.S. peers and is poised to soar going forward.
Biotech Frontiers
A Piggybank For Ethereum
If you’ve missed out on Bitcoin’s and Ethereum’s meteoric rise, this month’s issue of Tech Frontiers is for you. If you’ve ridden these meteors, congratulations – this issue will offer you a thoughtful way to diversify your gains and stay onboard.
Sell Alert: Half Position Of Prime Medicine
Shares of the Tech Frontiers July recommendation, Prime Medicine (Nasdaq: PRME), are trading at around $6.37 today, a gain of over 100% from our entry price of $3.07 three months ago. As a result, we recommend selling half your position. Prime is making terrific progress advancing its gene-editing platform and we have many reasons for
Hold Shares Of Fortress Biotech
Last week, Fortress Biotech (Nasdaq: FBIO) issued a press release disclosing that the Food And Drug Administration (“FDA”) had issued a Complete Response Letter (“CRL”) for CUTX-101, Fortress’s new drug to treat Menkes disease. A CRL is the FDA’s way of communicating it has decided against approving a new drug application in its current form.
Sell Alert: aTyr Pharma
Yesterday, aTyr Pharma (Nasdaq: ATYR) reported that its Phase 3 trial of efzofitimod in pulmonary sarcoidosis failed to meet its primary endpoint. The study’s results were doomed by a much higher-than-expected placebo effect, making it impossible for efzofitimod to attain the statistically significant differentiation relative to placebo needed for the trial’s success. Shares of aTyr
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.
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.
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.
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: