What longevity / biotech stocks are you holding or looking at investing in right now? What are your investing ideas and strategies? Myself: I’m still holding Unity Biotechnology (UBX). Looking at Mesoblast (MESO) and AgeX (AGE). Also really interested in Twist Biosciences (TWST) — they do silicon-based synthetic DNA.
Cathie Wood’s ARKG managed Genomics ETF looks like a decent growth biotech fund. It includes some overlap with companies mentioned in Jim Mellon’s book Juvenescence: Investing in the age of longevity. I will probably do a research write up of all the stocks in the ARKG fund and post it to Longevity Marketcap and the newsletter. Stay tuned.
Hey Nathan - my name's Samy Danesh. Work in biotech and recently came across your substack/ website. Loving the content and working back through your writing.
Curious how you approach investing in the space? I'm just starting to get into investing and naturally want to invest in the space, interested in long term investment. How do you approach deciding to invest in a company? Do you emphasize science dd or approach it mostly from market indicators??