Sep. 12 at 6:12 AM
Ranking (from “most plausible upside” to “least, but still capable of theatrics”)
$FATE Fate Therapeutics is another “clinical-stage” biotech running the eternal CAR-T/NK cell experiment. Translation: promising science, permanent trial phase.
$SEER Seer is a proteomics lottery ticket. Enormous “total addressable market,” provided the science decides to work outside PowerPoint.
$VANI Vivani Medical is a micro-cap straddling biotech & medtech. A binary bet: either pipeline progress or a slide into irrelevance.
$TBPH Theravance Biopharma is a mid-tier outfit doing the ritual “pipeline restructuring.” Hope is pinned on partners & regulators, i.e., forces beyond their control.
$CODX Co-Diagnostics, a diagnostics shop whose business model boils down to “profit from panic.” Expect movement when the next outbreak hits the headlines.
