Aug. 15 at 12:02 AM
$RGEN $TMO etc charts look ripe + frontier AI labs are going to focus on biotech to win over the court of public opinion on AI. AI will speed up molecule discovery and drilling in on what molecules/targets to test but at the end of the day you still need to test, manufacture, etc. which requires real assets that these companies produce. Light position for now, just an idea but will take time to build conviction in it. Next market drawdown think worth while to see how these act. Already saw
$DHR whiff on bio processing and fully retrace the move, that’s very valuable info in my opinion. Think some smarter people saw this idea months ago but think it’s very early if it comes to fruition.
