Why Are Biotechs Running? Six Weeks of Catalysts Stacking on Catalysts
Why are biotechs running? Look at the last six weeks. 🧐 $ARKG 🧬
For years, biotech was where good science went to wait. Wait for the FDA, wait for the buyer, wait for the market to care. That waiting just got a lot shorter.
September
- The FDA cleared $PRME to start its in-body prime editing trial for Alpha-1.
- $TWST hit 52-week highs on its Lilly AI deal.
- ARK added gene editing.
October
- $TEM cleared antitrust for the Personalis deal.
- Merck KGaA bought Silence at a roughly 130% premium.
- Gilead paid $1.275B for a Phase 1 pill. Phase 1. That’s a buyer telling you how badly it wants pipeline.
Last Week
- FDA draft guidance lets one application cover many patient-specific gene edits.
- $BEAM showed proof of concept for BEAM-301.
- The editors ripped.
Catalysts Stacking on Catalysts
Put it together and the pattern is hard to miss. The regulator is making it easier to get therapies to patients. Big pharma is paying up, early. And the science is delivering data instead of promises.
The cost of failure is falling. The buyers are showing up. The re-rate already started.
Not financial advice. Do your own research.
Originally posted on X by Rosanna Prestia, MBA (@RosannaInvests): https://x.com/RosannaInvests/status/2116960954378600657
