yus37
Posted - 06/26/24
$ZY $AMRSQ $DNA $TWST is there any hope left for $DNA ?
frontiere
Posted - 4 months ago
$SLRN Accelyrin ref=$4.78 post-earnings added long in size but watching if this is indeed a bottom (will it take out the recent ATL?).
đźš©with so much inst owners already, who will be the marginal new buyers to push back up?
đźš©will the data be a +ve surprise?
đźš©will the broad macro/mkt stand in the way or be a tailwind pre readouts?
đź‘Ť news of old CEO step down, though the new name is strange too (Mina Kim a lawyer, chief legal $ZY Zymergen - IPO $3Bn then improprieties & sold to $DNA Ginkgo for $300m).
đź‘Ť faster enrollment + nearer term catalysts in 3Q + 4Q:
- Izokibep in Hidradenitis Suppurativa (HS) topline Ph3 by end of Sep
- Izokibep in Uveitis (UV) topline Ph2b/3 by yearend.
👍 deeply neg EV — cash=$678.5m at 2024-03-31, burn in Qtr=$43m, 70m sh outst. 🚩Anyone bullish based on neg EV should check out $ITOS $GLPG & many smaller names below net cash & only sliding lower…
Latest corp deck 16Apr: https://investors.acelyrin.com/static-files/5c90da81-2070-4a9b-893f-4f5b1d625ce8
Swiss212
Posted - 04/24/24
$ZY buying Nel Asa at this price is a gift....they are building a gigafactory in US....thank me later9
SorosSonosSatoshi
Posted - 7 months ago
$ZY omg js that zyklon B?
Nerky_Clown
Posted - 1 year ago
$ORGN Chart is really shaping up here....what's the narrative? I know $ZY got bought out months back, similar business. 🤔🤔🤔🤔
Stan_Vick
Posted - 1 year ago
$ZY Investors ask California court to certify proposed class action against Zymergen for allegedly misleading them about flagship technology.
redpanda49
Posted - 1 year ago
$DNA People act like only SPACs brought hugely overvalued companies public, yet IPOs did too. And that IPOs had a more thorough due diligence process. Take a look at $RIVN. Remember $ZY was an IPO too...
BlueBioTech
Posted - 1 year ago
@mbleazie @beachsidefreddy that is 100% gameplay for this year. It is Not going to be a surprise acquisition. $ZY is an example you can look into.
Derpy_Derpy_Doo
Posted - 1 year ago
$AMRSQ I think that the short-selling of $AMRSQ that we're seeing is being orchestrated by someone in Cathie Wood's circle. Shorting Amyris at these prices makes no sense, there's so little to gain and so much to lose. I don't know whether Cathie is the ring leader or a lieutenant, but through ARK she's been "investing in"/pumping a constellation of interrelated "synbio" companies that keep being revealed as categorical frauds ($BLI, $DNA, $TWST, $ZY). Amyris is not a fraud, and not in her portfolio, and I suspect that somewhere in the organization to which she belongs is an impetus to make Amyris and other legitimate competitors look worse than they are. Maybe this short selling is also being done with retail/sovereign (a la SoftBank) money, and maybe incineration of such funds is the objective in the long run. Consistently, nowhere in the press is a respectable short-seller saying they don't like Amyris on its merits, and so the 20% short interest is likely coming from somewhere else.
Liatris_spicata
Posted - 1 year ago
$AMRSQ $ZY Nah, Amyris has nothing worth buying. It’s just another hair care company, albeit one that decided to flog menopause for all it’s worth. Scaling production from a couple of liters, or even a couple of hundred liters, of precision fermentation products to a couple of hundred thousand liters- anyone can do that (even though, to the best of my knowledge, nobody else has). Seriously, though, I don’t see any benefit to Gingko buying Amyris, at least at this point. I admit, I don’t fully understand Gingko’s business model, but they are so different, and right now as best I can tell, the synergies aren’t there. What Is it, over 60% of Gingko’s revenues are CoVID related? FWIW, I own both companies, although far more $AMRSQ. Distressing as it is, I may add in this downturn .
justoverhere
Posted - 1 year ago
@biomoon Kelly always praised $ZY tech and talent before they bought it. Has he said anything good about $AMRSQ ? I'm just wondering if Amyris has anything worth buying.
redpanda49
Posted - 1 year ago
$DNA Looks like Ginkgo is taking business away from $CDXS. Might be able to buy them up for pennies like they did with $ZY, or maybe not if theres nothing to gain from it and they go bk. The same will be done with $AMRSQ with their likely squalene alternative w/ Sumitomo partnership. $DNA will be the only "gen 1" synbio company remaining
jmorbit
Posted - 1 year ago
$DNA holding up well...but man Cathie is in trouble..now Roku..I know a lot of longs here somehow hate amrs..but would it concern you to know she hadnt even heard of it (we asked)...she is relying on Simon and Pierce, who brought you $ZY $PACB $BLI ..will she unload this one..I doubt it..but man..not good
cctranscripts
Posted - 10/31/22
Securities registration termination [Section 12(g)] https://www.conferencecalltranscripts.org/summary/?id=11445645 $ZY
Quantisnow
Posted - 10/31/22
$ZY đź“ś SEC Form 15-12G filed by Zymergen Inc.
https://quantisnow.com/i/3604268?utm_source=stocktwits
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