Welcome to this edition of Catalyst-15.
Catalyst-15 follows fifteen biotechnology companies pursuing therapies with the potential to improve—and in some cases transform—human health.
Rather than focusing on short-term price movements, we evaluate the evidence behind each investment case and ask three questions:
Has the science advanced?
Has the investment case changed?
What is the next meaningful catalyst?
In this update, we review several of the most important companies we’re following, including Intellia Therapeutics, Novavax, Iovance Biotherapeutics, and others developing innovative treatments across gene editing, oncology, rare diseases, and precision medicine.
Catalyst-15 Companies:
NTLA 0.00%↑ • CRSP 0.00%↑ • BEAM 0.00%↑ • EDIT 0.00%↑ • PRME 0.00%↑ • VERV 0.00%↑ • QURE 0.00%↑ • NVAX 0.00%↑ • IOVA 0.00%↑ • VKTX 0.00%↑ • SMMT 0.00%↑ • EXEL 0.00%↑ • ARWR 0.00%↑ • MRUS 0.00%↑ • SRPT 0.00%↑
Disclosure: I am long shares of NTLA, CRSP, IOVA, and NVAX. This video is provided for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Biotechnology investing involves significant risk, including the potential loss of principal. Please conduct your own research and consult a qualified financial professional before making investment decisions.
