Alexander
@alexsgrowth
Investing in Biotechs and Techs
Patience is not just a virtue; it's a profitable strategy.
one would argue $SRPT has bottomed and that after trust is restored in management, Elevidys shipments will be continued
$GOOGL $GOOG GCS is the fastest growing cloud provider, more than Azure and AWS.
a new product will come out and cost 10x less than that, and then they would have to begin questioning how great their product truly is
$SRPT siRNA programs holds commercial potential, but restoring trust in management is the first step of the process. Confidence in them is at a low.
the trust for the gene therapy approach is quickly deteriorating
$UBER had cash to spend and this was long expected. It was either this or they would have bought $LCID outright.
Despite the show and tell of Amazon Prime, AWS still is their tailwind