2000Man @2000ManBioTech

Joined March 2017

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2000Man @2000ManBioTech

4 weeks ago

@BigChodu They actually are pretty much a 100m market cap when you factor in the dilution from warrants sold that would raise an additional 100m from the last deal.

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2000Man @2000ManBioTech

8 months ago

@peter_mantas Source of the above for $TWST ?

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Oculis $OCS I am not sure what Roche and Novartis are waiting for. Company has three successful small Phase 2 trials which are de risked to work in larger Phase3s. In two multi billion eye disease areas - DME and dry eye - plus rare optic neuro asset that can work in MS!

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2000Man @2000ManBioTech

10 months ago

@contrariandesk Thesis is simple in that I expect all 3 programs likely are approved drugs based on successful Phase 2 data and valuation nowhere near reflects Phase3 success probability and commercial opportunity which can reach into multi billions. Go $OCS of course have a position 😀

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2000Man @2000ManBioTech

10 months ago

@contrariandesk Do not sell the acute optic neuritis phase 2 data was perfection and makes company worth several billion alone.

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2000Man @2000ManBioTech

11 months ago

@Biomaven Compare to $700M on plant spent by Agilent recently for older phosphoramatide chemistry. Enzymatic is needed for the wave of high prevalence RNAi drugs coming to market (LPa INHBE Hypertension …) $CDXS partnered with Bachem $LLY and play on RNAi as future $ALNY $ARWR $IONS $WVE

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2000Man @2000ManBioTech

11 months ago

@Biomaven On a 2 to 3 year investment horizon an investment in Codexis should be quite profitable if they can achieve GMP manufacturing of siRNA using the new enzymatic synthesis process. $CDXS. Think better, faster, cheaper easier to scale up first plant only $25M in capex.

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2000Man @2000ManBioTech

a year ago

@buysidebio Codexis $CDXS is leading the way with enzymatic synthesis of oligonucelotides and siRNA per multiple presentations at last few TIDES conferences and has partnered on technology with Bachem/Lilly $LLY and other CDMOs and is one to watch for the coming siRNA 💥 boom

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2000Man @2000ManBioTech

a year ago

@midwit_capital It should be a good 2nd half 2025 for $PSNL as it expects Medicare approval and reimbursement in 2 indications with a 3rd likely to follow in 2026. The colon cancer CRC data presented this year was also a nice surprise and Personalis can be used across all cancers.

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2000Man @2000ManBioTech

a year ago

@unusual_whales Tempus AI $TEM if they were smart would quickly raise $1 Billion at this valuation and put in a bid to buy all of Personalis $PSNL whose WGS Whole Genome Sequencing technology they will need to dominate MRD tumor informed testing for years to come.

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2000Man @2000ManBioTech

a year ago

@doepke_michel I would add $OCS as a potential buyout with its eye indications and now success in Multiple Sclerosis

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2000Man @2000ManBioTech

a year ago

@longonlybio With hyperkalemia being an on target safety issue in some sense I feel better with $mlys

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2000Man @2000ManBioTech

2 years ago

@WagsCapitalLLC Both virus Iran and eplontersen are approved and successful in ATTR-PN while tafamadiz did not. I would bet on silencers over stabilizers here. Long $ALNY and $IONS and short $BBIO is the way to go

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2000Man @2000ManBioTech

4 years ago

@PeterKolchinsky @Pyrazoleurea @adamfeuerstein If the number of new drugs approved per year starts to climb in line with the number of new biotech companies formed we can agree

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Peter Kolchinsky @PeterKolchinsky

4 years ago

@2000ManBioTech @Pyrazoleurea @adamfeuerstein Why must we all agree that we’ve reached the end of days for biomedical innovation? That’s indeed what we disagree on. It’s what people thought 20 years ago and many times since. Every time market drops, someone assumes it’s the end. Always wrong to bet against progress.

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2000Man @2000ManBioTech

4 years ago

@PeterKolchinsky @Pyrazoleurea @adamfeuerstein But surely we are knowingly using our past reputation to also extract large personal fortunes for investing in what we must all agree at this point are diminished expected return projects. We are potentially tarnishing our own image and the entire industry.

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2000Man @2000ManBioTech

4 years ago

@PeterKolchinsky @Pyrazoleurea @adamfeuerstein Then being handed more and more sums of money to invest… to fund eventually lesser quality ideas does my reputation and image suffer or should it? Was it worth raising the extra capital. Surely no other investors need participate. We can say we are funding science

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2000Man @2000ManBioTech

4 years ago

@The_Real_Fly @BioLunacyJG Why is this screwed up? Looks like the government is NOT being racist by getting a public health and safety message out to a minority community that has a different culture and traditional language. This is us resinsible and caring leadership 👍😀