This Weeks Trades
Wow, what a week. Both my income and growth portfolios are fully in the red for the first time. There are some great buying opportunities out there and I will continue adding to my income portfolio when a company meets my criteria and price range. Holding off adding growth stocks at the moment, looking for some positive momentum.

Income Portfolio: Trailing stop hit on my position in $VLO so completely out of this trade now for a 99% return since Aug 2021. Opened new positions in $EGP $EXR $KMI and $AVY. Collected dividends on $WHR $NEE $HDV and $SDIV

Growth Portfolio: Trailing stop hit on $ENPH for a 16% return. I will likely look to add back at some point as I see great potential in this company over the longer term. Trimmed some of my $AMWL shares, and will look to sell more when the price is right.

Speculative: No adds or sells but my holdings of $CRSP finally turned green so that is pleasing
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CRISPR Basket Sale
Sold my basket of CRISPR stocks ($BEAM, $CRBU, $CRSP, $NTLA) and investing all proceeds into $GNOM. With a newborn on hand now, time is more valuable and trying to keep up with the gene-editing stocks isn't worth the time since they're far from having any treatments on the market. Would rather let an ETF run.
Thanks for sharing. Have to maximize your time when you can! Glad you were able to realize these decisions needed to be made to keep the balance in your life!
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On Bill Gate's 5 Favorite Books of the Year: The Code Breaker, Walter Isaacson's Book on Jennifer Doudna and CRISPR
If you're into Crispr stocks, you might be wondering why $CRSP has done poorly while $NTLA has done great.

One thought would be because of Jennifer Doudna's involvement. Doudna was invited to join Crispr Therapeutics in 2014 but she declined. Instead she founded Intellia Therapeutics.

If you're into this space, The Code Breaker is a must read.
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Rob T's avatar
$96.4m follower assets
I've been gradually raising cash - converting my 401k SPY and Target Funds to be able to pick up the dip that I think is coming, and yet the market keeps chugging along.

I've been tinkering around the edges of the portfolio - selling out of $CRSP, because all my other Crispr stocks have performed and the largest market cap one seems mired in quicksand.

Added small stakes in $AMD and $NVDA and $ESTC in the last month.

Biotechs as always look exciting and dangerous. Check out $SAVA today ouch!
Goes to show you don't know which days to sit out of the market. Wow - big green day for sure (except for $AFRM) . Will be interesting to see if there's a follow through next week.
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Eric Pelnik's avatar
$273.5m follower assets
Earnings this week
📞Which calls are you most excited about?

Monday, July 26th
$CRSP CRISPR Therapeutics
$HAS Hasbro
$TSLA Tesla

Tuesday, July 27th
$MMM 3M
$GOOGL Alphabet
$JBLU JetBlue
$AAPL Apple
$AMD Advanced Micro Devices
$SWK Stanley Black & Decker
$GE General Electric
$SHW Sherwin-Williams
$SBUX Starbucks
$MSFT Microsoft
$CAKE Cheesecake Factory
$FISV Fiserv
$TDOC Teladoc Health
$TENB Tenable
$V Visa
$WM Waste Management
$JNPR Juniper Networks

Wednesday, July 28th
$BMY Bristol-Myers Squibb
$BA Boeing
$F Ford Motor
$MCD McDonald's
$LC LendingClub
$FB Facebook
$GRMN Garmin
$QCOM Qualcomm
$SHAK Shake Shack
$PFE Pfizer
$NOW ServiceNow
$SHOP Shopify
$PFPT Proofpoint
$SPOT Spotify

Thursday, July 29th
$AMZN Amazon
$TEAM Atlassian
$AMT American Tower
$TAP Molson Coors Beverage
$GT Goodyear Tire & Rubber
$NOC Northrop Grunman
$KDP Keurig Dr Pepper
$GILD Gilead Sciences
$MA Mastercard
$TWLO Twilio
$ZEN Zendesk
$MSTR Microstrategy
$UPWK Upwork

Friday, July 30th
$ABBV Abbvie
$CHD Church & Dwight
$XOM Exxon Mobil
$PG Procter & Gamble
$CAT Caterpillar
$CVX Chevron
$VFC VF Corp

Sources: Business Insider, Google Finance, and Yahoo Finance
Rob T's avatar
$96.4m follower assets
What mRNA is good for and what it maybe isn't
Over on Science, Derek Lowe's latest is a must read: link

My notes:

Big players like Moderna and BioNTech (Pfizer partner) dominate, while CureVac failed on now Sanofi wants to get in on the action (vaccine failed and was only 47% effective)

Moderna was originally going to be a therapy company (pump people up with mRNA to treat them) and not as a vaccine company. Vaccines are great as you leverage the immune system to have a memory and fight off viruses after the injection. Ongoing therapeutics are tough - how often do you keep injecting people with mRNA? You're using mRNA to make proteins - which the immune system may try to fight! And what if the reaction is severe - in a quest to solve one ailment you cause another!

Targeting is difficult - liquid nanoparticles that deliver mRNA "pile up in the liver" - so low hanging fruit is to work on the retina (things stay there and don't go to the liver) or target liver diseases.

CRISPR dominates in treating certain genetic diseases - because using mRNA to target people whose genes make bad proteins in order to deliver good proteins means you still have the bad proteins lying around, but if you CRISPR, you fix the problem at the source - and the body no longer makes bad proteins and only good ones. CRISPR for the win!

What else could mRNA fix? Alzheimer's forget it - we don't know what causes it.

What about monocolonal antibodies?

Apparently that's being looked at:


CAR-T chimeric antigen receptor T-cell therapy is promising.

As you can tell from the name, that’s not an antibody-driven approach at all, but rather uses T cells on the attack, and instead of a vaccination to rouse them (which hasn’t really worked), it’s a much more laborious procedure that engineers a patient’s own T cells to deliberately recognize some particular surface antigen on the targeted cancer cells. It works for some kinds of leukemia (and not always then), and the successes are due partly to leukemia cells being individually accessible out in the bloodstream, and very much because some key antigens have been identified that lets these cells be specifically attacked. Even then, your leukemia cure likely comes at the cost of permanently impairing the population of the leucocytes involved. That’s a real concern, but if you’re to the point of doing CAR-T your alternative is basically death within months, so it’s a worthwhile trade. Naturally, people are working on other specific ways to mobilize T cells as well.

Check out the 1 yr chart of MRNA

Disclosure: No position in $MRNA or $PFE, but own $BEAM, $NTLA and $CRSP.
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CRISPR is cool tech, but doesn’t seem to have a major advantage over other approaches in the indications they’ve selected. Feel like you’re paying a huge premium for the hype and optionality behind the tech.

Just going through the pipeline - SCD and Beta Thalessemia is a good target imo, but they’re sharing more than half the economics w/ Vertex. Vertex has commercialization rights. So basically CRSP will develop the drug. vertex funds a lot of the R&D and pays CRSP for milestones. Then if the drug sells, CRSP gets royalty payments on the sales

Their CAR-T assets also aren’t super impressive either imo.

  1. There’s like a dozen different anti CD-19 or anti BCMA CAR-T in the clinic.

  1. Don’t see any major advantage w/ using CRSPR to transduce CAR gene vs lenti. It’s all ex vivo.

  1. For CAR-T to be these days, you need more than just an antigen binding CAR. Gotta have some kind of other advantage. Think AUTL (no grade 3 CRS), TCRR (keeps entire TCR complex), ALLO (allogeneic).

Rest of in vivo gene tx pipeline has a lot of competition imo. With DMD, you have SRPT, PFE, and SLDB with full blown gene therapy. GBIO will likely enter the space too. All of them are ahead of CRSP.

You also have DYN and RNA w/ ASO/RNAi drugs for DMD and DM1. For Cystic Fibrosis, VRTX already owns 90% of the market w/ an oral drug.

Only pts left are those w/ non 508del mutations, and you have KRYS and FDMT going after them.

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@robtsai is a must-follow for anyone interested in biotech & stocks with asymmetric payoffs
In just the past few days I've learned quite a bit about:

This is a space I've wanted to get smarter on for a while, but most resources out there have been pretty inaccessible. Thanks @robtsai for making these complicated topics comprehensible!
Ark Invest Daily Trades - 12/21
Broken out by Company:

Broken out by ETF:

Cathie Wood on 12/18 regarding when Ark invests in FAANG stocks:

"As a bull market extends, we do move into more 'cash-like' equities; they would be the less volatile stocks.

Certainly FAANG & $MSFT fit that.

We would do that increasingly."

Link:

Ticker, Trade Amount ($M):

$AAPL, $53.3M
$GOOGL, $50.1M
$SHOP, $26.4M
$BABA, $17.4M
$NVDA, $15.9M
$ADBE, $12.9M
$REGN, $10.4M
$AMZN, $8.5M
$RHHBY, $7.6M
$VRTX, $6.6M
$BIDU, $4.2M
$LGVW, $3.9M
$IONS, $2.8M
$JD, $2.5M
$FLIR, $2.4M
$U, $2.2M
$KMTUY, $1.8M
$KAKZF, $0.4M
$CDXS, $0.3M
$EXAS, $0.2M
$BLI, $0M
$XONE, $-0.4M
$VCYT, $-0.5M
$MTLS, $-0.8M
$WORK, $-1.3M
$CDNA, $-1.3M
$IBKR, $-1.6M
$TRU, $-2.5M
$EDIT, $-3.2M
$PD, $-3.4M
$TWST, $-3.5M
$XLNX, $-4.3M
$CRSP, $-5.5M
$TWLO, $-13M
$SPOT, $-13.1M
$SQ, $-35.4M
$ROKU, $-52.1M
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Interesting to see them rotate into more traditional tech names like $GOOG and $AAPL. Seems like they're not the only ones thinking we may be reaching a peak soon.
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