Jun. 18 at 7:21 PM
$RXRX
Historically speaking the biggest winners in biotech weren’t single drugs. They were platforms like
$AMGN ,
$REGN ,
$VRTX & GENENTECH. Each looked expensive, risky, and speculative for years before the platform proved itself.
Most companies with 10x+ potential have No cash, One asset, Constant dilution, Weak partners
$RXRX Large cash balances, Multiple assets, Major pharma validation, Significant data moat