Tag

valuation

4 notes.

• TWST2026-08-16

  Twist Bioscience won the margin argument, then spent the winnings

  Source: u/ucbcawt on Reddit, 2025-08-30

• VRTXCRNX2026-08-16

  Vertex's one-disease problem moved, and Trikafta is shrinking by design

  Source: u/Secret_Swordfish4121 on Reddit, 2026-07-12

• VCREVICO2026-08-16

  The Vicore thesis, and the floor that isn't there

  Source: u/DrBioDude on Reddit, 2026-07

• DRTSDRTSW2026-08-15

  The DRTS thesis, and the two comments that repriced it

  Source: u/SeattleOligarch on Reddit, 2026-04