Biotech2k
Biotech Investor, AI-Driven Drug Discovery
Revolution Medicines is a bubble driven by greed and FOMO rather than its science. Its first $15 billion of market cap reflected its pancreatic cancer potential; everything since is hype. Most investors piling in don't understand the RAS pathway, including that RAS "off" mutations are unaffected by a RAS "on" inhibitor. x.com x.com x.comÂ
Revolution Medicines is a bad risk/reward at over $41 billion market cap with zero sales. First-year sales may be about $1 billion, yet the valuation already prices in at least $8-10 billion, so buyers are paying for the first $8 billion upfront and hoping for more. The stock could be around $50 by the end of 2027, and far better biotech opportunities exist. x.com x.comÂ
Alpha Tau Medical's valuation does not yet reflect the coming commercialization after Japan's PMDA, the world's toughest regulator, approved Alpha DaRT on February 24, 2026. Its radium-224 alpha emitters, with under 0.1 mm range, destroy tumors without harming nearby tissue or the immune system, suiting immunotherapy combinations; pancreatic data showed an 81% disease control rate. Radium-224's 3.6-day half-life makes its nearly finished New Hampshire facility a logistical moat. x.com x.com … Show more
Biotech is the next AI trade after compute and memory as the market shifts to the application layer, and the ARK Genomic Revolution ETF could top $100. Biotech runs on data, pattern recognition, R&D and precise manufacturing, all things AI excels at, helping firms like Twist, Tempus and CRISPR make drugs faster and reach profit sooner. The Trump administration is also opening the door to innovation and M&A. Winners are hard to pick, so a basket is easiest; expect volatility. x.com x.com x.com … Show more
Therapeutics and genomics are a hot theme that retail traders, focused on AI and software, have not yet noticed. Healthcare, drugs and biotech have been strong for the last few months. Favorites in the group are Revolution Medicines, Twist Bioscience, Halozyme and TG Therapeutics. x.comÂ
