Metagenomi began trading under the ticker MGX and shares sunk 32% on the first day giving the company a market cap of $384 million. For more videos on exciting disruptive tech stocks, please click the below link 👇 kzread.info

I've been listening to your service for a while. You have an EXCELLENT BALANCE of Science and Wall St. As a Radio Frequency Technician it's my belief that Financial Professionals that only deal with the numbers and not the functionality of the Science have enough money to get in when the numbers work for them. I'm not a multi-millionaire. Thanks for your research, I really like your strategy.

@Nanalyze

3 ай бұрын

Really glad to hear you find our approach balanced! The science is oftentimes to interesting not to dig into, while our investment methodology helps keep things grounded so we don't get too carried away with stories. I appreciate the feedback! Joe P.

Your crispr catalog is missing a pretty big player-Verve Therapeutics. Verve uses base editing in attempt to treat cardiovascular disease. They used to be partnered with Beam, but Eli Lilly recently bought Beam’s opt-in rights for ~$600M. Verve is also working with Lilly on a novel editor. Anyways, great video as always 👍🏼

@Nanalyze

3 ай бұрын

Thank you for that additional info! We covered Verve in our "27 gene editing stocks" video (kzread.info/dash/bejne/iZh9mNR_laTfoNI.html). Our catalog covers the stocks we've produced written research about. We may look to do a video on Verve in the future. Good suggestion.

as a scientist working in one of these companies, the excitement is there, but still a long road to success, Cas9 is great in targetting the genome but can lack percision, Cas12a has better percision but still in its early phase. And the delivery for in vivo editing is always a challenge

@Nanalyze

3 ай бұрын

Thank you so much for taking the time to comment! It's always great to hear from people who have boots on the ground. You're working on some really groundbreaking stuff!

@911_TruthNow

3 ай бұрын

are you working for Mammoth Bioscience?

3:38 Ypu mean a video going over all the gene editing stocks on your radar? That would be my number 1 request!

@Nanalyze

Ай бұрын

We cover gene editing at least once a year

I enjoy your gene editing videos. Thanks

@Nanalyze

3 ай бұрын

You're most welcome! We're glad to hear that and have noticed they usually are some of our highest traffic pieces.

Great video. Tomorrow, i will edit this comment and share my thoughts about the company. Great channel!

@Nanalyze

3 ай бұрын

Thank you! We'll look forward to reading them :)

Thanks for the analysis. I agree it's still early days for this company. Not sure if near term preclinical data will be needle moving, and there's also the lock up period expiration too. Just watching for now.

@Nanalyze

2 ай бұрын

Not a bad idea. We always wait at least until a 10-Q or 10-K has been filed for any IPO before considering investing.

Thanks Joe another great one! Biotech is the most exciting, so when it comes to royalties, would you rather see e.g. high margin mRNA vaccines, high volume like transportation fuels, or something in between?

@Nanalyze

3 ай бұрын

The business model example in the video was admittedly vague, though licensing anything discovered on their platform with milestone payments (similar to what Recursion does) is what I had in mind. Really glad you enjoyed the piece! Joe P.

Great video, as always! You sound happier than usual to me. What would be the best way to capture the future potential growth in this space? If you wanted to allocate, say 5% of your portfolio based on this trend, what might be included. It doesn't seem good enough to allocate to pure plays based on some type of metrics, there is a world where a larger company, not specific to gene editing, makes a breakthrough (Google perhaps). It's reminiscent of AGI to me. Say AGI was possible, how could one even go about capturing that growth, there are far too many competitors to know which company might succeed. In reality, an AI breakthrough probably won't be a binary event, but there is more of a chance that a specific Gene editing innovation could be one. I guess I have fomo, but at least I mentioned diversifying 😂 It seems difficult to capture such a scenario, without being significantly diversified.

@Nanalyze

3 ай бұрын

There's nothing happy about Metagenomi's debut from the market's perspective ;) Good question on a larger company making a breakthrough, though the fact that this is so heavily research driven means that everyone kind of knows who the players are already and what they're working on. This is a bit more tangible than AGI, because with AGI (and some say quantum computing) the entity(s) that masters it may not want the world to know - they might not even know. Your point is precisely why we took a spray-and-pray approach to investing in this niche which deviates from our usual "invest in the leader" approach. Ginkgo is probably the best story going right now for synbio, but we have reservations that don't seem to improve year to year. We need to see how well the approved therapies work out and then how the overall pipeline progresses. In other words, more time is needed. Lots of uncertainty here. The first time some CRISPR patient dies a mysterious death and regulators put a moratorium on the whole thing, investors are going to feel real pain. There are no guarantees. Thank you for the comment! Joe P.

This seems like a shovel play, it will be interesting to see if their tactic works.

@Nanalyze

3 ай бұрын

Especially on the IP side

🎯 Key Takeaways for quick navigation: 00:27 🧬 *Synthetic biology, especially gene editing, holds immense potential by leveraging nature's power, akin to Dorothy's discoveries in "The Wizard of Oz."* 02:05 🌱 *Metagenomi studies genetic material from natural environments to develop novel editing tools, utilizing biomimicry for innovation.* 03:42 💡 *Metagenomi's broad approach to CRISPR technology, coupled with AI, aligns with an ideal gene editing business model focusing on comprehensive tool identification and commercialization.* 08:46 📜 *Metagenomi highlights key limitations of current genome editing programs, emphasizing the need for flexibility, tissue targeting, and IP licensing freedom.* 09:25 💼 *Metagenomi's pre-clinical pipeline, though early stage, shows partnerships with major players like Moderna and Ionis, with potential milestones expected in 2024.* 11:32 📈 *Preclinical development marks a crucial phase for Metagenomi, where progression to clinical trials would be a significant milestone, potentially leading to high-margin royalties in the future.* Made with HARPA AI

@Nanalyze

3 ай бұрын

Joe P. here. Going to leave this up for now so that other people can comment on its usefulness. These "quick navs" usually work a lot better when they're a handful of words. This reads more like a summary which (I may be biased as the presenter) I don't feel is particularly useful. It's not completely accurate and misses a few key points. If others find this useful, we'll leave the nav and clear plug to your company's products, otherwise we'll probably ask that they're manually created (if at all) to add value. What do others think that are regular readers here, not stakeholders at HARPA AI?? ;)

Interesting. It’s often not good to buy the first year (look at Prime Medicine) Regarding Crispr tech, it’s just the beginning and it’s such a long trip… Not for me. I believe there’s less hype tech to buy at the moment with results sooner (immuno, oncology)

@Nanalyze

3 ай бұрын

Agree. Our methodology says (relating to purchasing IPOs) that "we won’t be buying shares in any IPOs unless they have published a 10-Q or a 10-K." In the case of Metagenomi, we'd need to see a) some real progress on a broad expansion of their portfolio that looks more like our ideal business model or b) some real progression of their pipeline. We've already made our bets though, and a rising tide will typically move all ships in this space.

@xercesss

3 ай бұрын

Agree. Crispr and Intellia coming results will make rise (or decline) the sector. Who knows what will be the best editing tech in the future… Interesting times.

@Nanalyze

3 ай бұрын

@@xercesss Indeed

strange... no volume?

@Nanalyze

3 ай бұрын

Several million shares traded. That means nothing without context, not something we looked at in this piece as shares began trading after it was recorded. With IPOs, we've found it's best to let the dust settle for a few months and then see what things look like.

CRSP will break 100 next week. Probably 200 this year. They are 10 years ahead of any other company.

@Nanalyze

3 ай бұрын

Pulling price targets out of your ass and posting them in YT comments adds zero value. We don't allow comments like this so you've been warned now ;)