mark

added wLuna to the bag

[mark @mark03117754]

@AshCrypto the picture shows 5 missiles

[mark @mark03117754]

@AstronomyVibes Im gonna take your wife

[mark @mark03117754]

@CryptoGeekNews Just stop with the hype we real investors are looking for a drop to 1$

[mark @mark03117754]

@TheCryptoSquire 1$

[mark @mark03117754]

@crypto_queen_x Xrp will be going back to 1$

[mark @mark03117754]

@CryptoGeekNews People are so stupid

[mark @mark03117754]

@hpconbase It will still go up !

[mark @mark03117754]

@0xLitoJonas @jessepollak What you holding ?

[mark @mark03117754]

@WatcherGuru Lol

[mark @mark03117754]

@justicehall2 @TheMoneyApe Bought 32,500 coins oh yeah

[mark @mark03117754]

@Wolfspeed 10 k last week now 1 k can’t make this up ? @ sec

[mark @mark03117754]

@Wolfspeed They say it was a smooth transition was it

[mark @mark03117754]

@grok @MervieB_07 @OkoroDavidKosi @urfaveniggee Bullshit

[Sports_Bios @Sports_bios]

$SLRN will be a tough sell for Q2W - they have to hope everyone else w/ SC reporting ahead of them will show AEs or bad efficacy in SC TED - .. jmho.

[mark @mark03117754]

$KYTX will make big come back 2025 $ something tell me they will have some good news in coming months or this year .. I see 12-14$ this year… I could be wrong 😑 ! But I think they can pull it off …

[Biotech2k @Biotech2k1]

Some Biotech Strategy:

I have been investing in biotech for over 20 years now. I have always been in the early stages of companies. My strategy has always been to buy a lot of promising companies and then add to the winners while dumping the losers. This allows me to maximize the gains on the long term winners and minimize the losses on the losers.

Biotech is a sector where 90% of the companies fail. If you are going to invest in speculative biotech, you have to have a strategy that minimizes those losers and maximize the winners. That or have super awesome luck where you buy one company, and it turns out to be the one that becomes a big winner. Luck is not at strategy though. You need to get used to being wrong a lot in biotech. That is the game. That is why I laugh when people criticize biotech investor for getting some of them wrong. I get a lot of biotech wrong. That is the nature of the game. Being a winner in biotech is all about strategy.

I have spent 20 years doing this by buying a group of companies and following the data. The data is what is important, but it's not the other winning factor. A good management will make the worst company a winner. The worst management will destroy even the best company. That is where many investors fail. They look at only the data and lose because management destroys value.

In 2015, I sold out of all my old winners like Celgene, Regeneron, Biomarin, and Alexion. That was just before the big biotech crash in late 2015 through 2016. That is when I started building my next batch of companies which did very well into the top of 2021. Many of them were up 500% to 800% at the peak when I sold. I went to 90% cash in 2021. My biggest regret was not going 100% cash lol.

Since then, I have been buying like crazy into the crash. The one mistake I made admittedly was buying too many early stage unproven companies that fail a lot more. Last year, I corrected that mistake because learning from mistakes it the key to being a great investor. I moved into my Super 8 late stage companies and started cutting the losers in the early stage companies as to reduce exposure. I called it "going back to basics". That is the strategy that served me well for 20 years.

The key things I want to teach any investor in biotech is that the space is very speculative. The statistics show that 90% of companies fail in early biotech. Vetting management teams and data is the key to success. Strategy is the only way to win as you need strategy to maximize winners and minimize loses. Don't be afraid to get some wrong. We all get a lot of them wrong. The strategy will keep you right.

[mark @mark03117754]

@Biotech2k1 $KYTX coming for a win 🥇 2025

[mark @mark03117754]

@ThomasBenderCFA $KYTX

[tricoloredeel @tricoloredeel]

@JessieChimni These two and $KYTX have had some of the worst losses from IPO. Cell therapies have been slow to research, fear is high because it's early and they haven't raised enough capital too see the trials through.

[Biotech2k @Biotech2k1]

Based on my research, I opted to go with key names for my early stage Innovative 8 which will accompany my Super 8 late stage list. I went over them last night and chose the final list. I used a lot of criteria and here they are:

Innovative 8

1. $BEAM
2. $RXRX
3. $KYTX
4. $KYMR
5. $ABSI
6. $MGX
7. $PRME
8. $SDGR

I opted to remove $RLAY and $GPCR as I just didn't find them as innovative as the rest. I also left out $SANA and $IPSC from my early stage portfolio as they have been very disappointing thus far.