BullishDoctor (@neurostockdoc) 's Twitter Profile
BullishDoctor

@neurostockdoc

MD. Neurologist. Journaling investing journey. Micro through Large Caps.

ID: 3406577650

calendar_today07-08-2015 02:14:29

4,4K Tweet

5,5K Followers

1,1K Following

BullishDoctor (@neurostockdoc) 's Twitter Profile Photo

A major difference is toxicity. $SRPT’s gene therapy is given systemically at high doses which is high risk for adverse reactions. $QURE is given locally to the brain using $CLPT tech at much smaller doses which gives it much lower risk for severe systemic reactions

CJ Gilchrist (@c95524cj) 's Twitter Profile Photo

$CLPT And then they begin to test failed drugs that had toxicity issues that are avoided with precision, minute deliveries. Blood-brain barrier overcome. BullishDoctor

M. V. Cunha (@mvcinvesting) 's Twitter Profile Photo

The more I read about $CLPT and its role in the neurological field, the more conviction I gain in the thesis. The numbers don't show it yet, but a $600M market cap doesn't come close to reflecting the company's real-world impact. NFA.

BullishDoctor (@neurostockdoc) 's Twitter Profile Photo

Agreed. So hard to hold while everything else goes up. You feel like an idiot for a long time. People who find and hold multibaggers didn’t just “get lucky”. They either forgot their account password or had the guts to stick through the drawdowns.

BullishDoctor (@neurostockdoc) 's Twitter Profile Photo

Revisiting my original high level thesis from 2021. What I've gotten wrong - they are laser focused (no pun intended) on gene therapy. The rest of the biz is to feed gene therapy. But I think the potential for growth is the same magnitude as I thought in 2021.

mike (@mike98572986) 's Twitter Profile Photo

$clpt Heck of a couple weeks here guys, some people don’t ever get these type of runs in a lifetime so truly take some time and be grateful. I tip my hat to Joe and the clearpoint team, they did all the hard work, we just got on the ride, did the work and held on during the tough

BullishDoctor (@neurostockdoc) 's Twitter Profile Photo

A new treatment paradigm for drug resistant epilepsy. Injection instead of surgery. Total rule breaker Made possible by $CLPT

Jing Liang 🇺🇦 (@applehelix) 's Twitter Profile Photo

$TWST is -43% YTD, -73% over 5 yrs. But I often hear $TWST being mentioned (unprompted) as the BEST in what they are doing - long DNA synthesis. W/ ~$400m annual rev growing @ ~20%, $TWST would go for 10-12x rev in a bake-off. $DHR & $TMO would fight to death 4 this platform

$TWST is -43% YTD, -73% over 5 yrs.

But I often hear $TWST being mentioned (unprompted) as the BEST in what they are doing - long DNA synthesis.

W/ ~$400m annual rev growing @ ~20%, $TWST would go for 10-12x rev in a bake-off. $DHR & $TMO would fight to death 4 this platform