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2 companies · Genomics
Genomics
The base-editing platform with the cleanest in-vivo clinical proof-of-concept yet (BEAM-302 corrected a disease-causing mutation in living patients) and a near-term commercial shot (risto-cel BLA by YE26) — a genuine BULLISH-but-binary genomics name where the science de-risked faster than the commercial model.
Genomics
A real long-read/native-modification monopoly inside a structurally hard razor-and-blade model — but the market has stopped paying for "deep tech that takes 10 years"; down 73% from IPO, near 52-week lows, it is a show-me story where 2027 EBITDA breakeven (twice-pushed) is the entire thesis, and the new ex-Danaher CEO either professionalizes the commercial engine or the optionality stays un-priced.