The Code of Life

By pacraig, July 27, 2017

Anyone have an idea of Michael Robinson’s latest pitch on: THE CODE OF LIFE ?
Seems a tiny gene editing company won their patent lawsuits and is set to change the face of medicine. Big announcement said to be coming
on August 8th.

Any Ideas Regulars ???
Request by: Peter Craig

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Marylander
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Probably EDIT, Editas Medicine, Inc.
-Marylander

nick825
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nick825

is that right ?is that wrong?what say you all/

SgtJoe
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SgtJoe

I don’t think you are correct. I think I might know what the company is but will remain silent until after the big announcement. I’m buying lots of stock though.

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Randy Peterson
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Randy Peterson

EDIT is a $600 million company, not the $6 million company advertised by Robinson

Marylander
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1) Mr. Robinson repeatedly referred to a company with $6 M in revenue, but he never described the company’s market cap. He also repeatedly referred to it as a $6 M company in the same contexts in which he had described its $6 M of revenue for the previous year, so he made it clear that his use of term “$6 M company” meant a company with “$6 M in revenues.” EDIT had $6 M in revenues for the previous four quarters… 2) Mr. Robinson referred to a company which had won an appellate decision involving the USPTO on 2/15/20176… Read more »

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mich
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mich

You are probably right, but despite the excitement about the technology, all in the know seem to agree that no money will be made with it for many, many years – perhaps decades. I have looked at the three publicly traded stocks. They all trade around the same value. I personally like CRSP the best. They have better patent protection outside the US and the US fight is far from over. These are currently “story” stocks, but they do have some good science behind them. I have not invested in them because there are no likely profits in sight for… Read more »

Marylander
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That’s wise advice, “mich.” The three companies have overlapping patents and technologies already, they may have overlapping license deals in the future, the Feb USPTO decision is being appealed, and all three have good individual prospects doing similar things, so long term an investment/speculation in a basket containing all three makes sense, if you believe/hope/expect their similar technologies to produce breakthroughs in disease treatments. In the short term Mr. Robinson is predicting something specific to company “X” (my postulated “EDIT”) which I don’t see in the public record yet, and EDIT is coming out with earnings 8/7, just one day… Read more »

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LadyBee43
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LadyBee43

I just read that the Dept of Defense is getting involved with CRISPR and the c-9 (sp?) DNA editing process to make sure it isn’t used improperly, i.e. as a weapon of sorts
That kinda puts a whole new face on when it will likely be ready for actual use in humans. That is if you include CRISPR in your basket of three.

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Marylander
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Dear “Lady Bee,” Yes, I don’t know if what you read is correct, but any governmental involvement can be expected to be inhibitory/obstructive and produce the results you implied for the product being available to help people and to make money for EDIT (and CRSP & NTLA). Two articles which summarized the current legal result are: https://www.scientificamerican.com/article/disputed-crispr-patents-stay-with-broad-institute-u-s-panel-rules/ http://cen.acs.org/articles/95/i8/CRISPR-patent-dispute-ends-well.html Of interest, Mr. Robinson predicted some big company announcement tomorrow, and now the company has announced its earnings call and news about a “corporate update” after hours on 8/9. I still can’t find any public record of what that announcement might be.… Read more »

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linda1955
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linda1955

So can we invest in these companies now? Mr Robinson implied it will be a short term investment i thought. Did you get that too ?

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Jeff Reynolds
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Jeff Reynolds

Arbor bio tech boston. This is the group who left MIT completed the research, big money like Bill Gates invested in. They only had private rounds. I spoke with CEO 4 months ago, they had no plans of further rounds , no public offering anticipated at that time.

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