"Patience is a Super Power" - "The Money is in the waiting"
Showing posts with label DNA. Show all posts
Showing posts with label DNA. Show all posts

Sunday, July 28, 2024

Here are five future technology stocks trading near their all time lows. Are they buying opportunities? Only time will tell!

 


To provide an informed perspective on these stocks (STEM, DNA, PLUG, EDIT, AEVA), let's analyze each company based on their technology innovation, market position, and merger possibilities.

1. STEM, Inc. (STEM)

  • Technology Innovation: STEM focuses on energy storage solutions and AI-driven energy management. Their Athena platform is a leader in smart energy storage and optimization.
  • Market Position: With increasing global emphasis on renewable energy and grid stability, STEM is well-positioned to capitalize on the transition to a more sustainable energy system.
  • Merger Possibilities: STEM could be an attractive acquisition target for larger energy companies looking to enhance their smart grid and energy storage capabilities.

2. Ginkgo Bioworks (DNA)


Technology Innovation: Ginkgo Bioworks is a leader in synthetic biology, offering cell programming services across various industries, including agriculture, pharmaceuticals, and industrial biotechnology.

  • Market Position: As a pioneer in synthetic biology, Ginkgo has a strong position, with partnerships and collaborations enhancing its market reach.
  • Merger Possibilities: Ginkgo's technology platform makes it a potential target for large pharmaceutical or biotechnology companies aiming to integrate advanced synthetic biology capabilities.

3. Plug Power Inc. (PLUG)

  • Technology Innovation: Plug Power specializes in hydrogen fuel cell solutions, which are critical for the future of clean energy and decarbonization efforts, particularly in transportation and industrial applications.
  • Market Position: Plug Power is a market leader in hydrogen fuel cell technology and has significant partnerships, including those with major automotive and logistics companies.
  • Merger Possibilities: Given the global push towards green hydrogen, Plug Power could be a strategic acquisition for energy giants or automotive companies aiming to bolster their clean energy portfolios.

4. Editas Medicine, Inc. (EDIT)

  • Technology Innovation: Editas Medicine is a prominent player in gene editing, leveraging CRISPR technology to develop therapies for genetic diseases.
  • Market Position: Editas holds a strong intellectual property portfolio and is advancing several clinical programs, positioning itself well in the competitive gene-editing landscape.
  • Merger Possibilities: The biopharmaceutical industry is ripe for consolidation, and Editas could attract interest from larger pharmaceutical companies seeking to expand their gene therapy pipelines.

5. Aeva Technologies, Inc. (AEVA)

  • Technology Innovation: Aeva develops next-generation sensing technology, including 4D LiDAR, which is crucial for autonomous driving and advanced driver-assistance systems (ADAS).
  • Market Position: Aeva's innovative technology and strategic partnerships with automotive OEMs position it well in the burgeoning autonomous vehicle market.
  • Merger Possibilities: Aeva could be an attractive acquisition target for automotive giants or technology companies looking to strengthen their autonomous driving capabilities.

Investment Expectations

  • Technology Innovation: All these companies are leaders or strong contenders in their respective fields, driven by cutting-edge technology.
  • Market Position: Each company has a unique market position that leverages their technological strengths, with strong growth potential in their industries.
  • Merger Possibilities: The potential for mergers and acquisitions is significant, given their innovative technologies and strategic importance to larger players in their sectors.

Conclusion

Investing in these stocks could be promising, given their strong technological foundations and market positions. However, it's essential to consider the volatility and inherent risks associated with high-tech and biotech companies. Diversifying investments and staying informed about industry trends and company developments will be crucial for managing risk and maximizing potential returns.

Among the companies mentioned, here are the ones currently trading near their all-time lows:

1. Ginkgo Bioworks (DNA)

  • Current Price: Approximately $0.30
  • Historical Context: This price is significantly close to its 52-week low of $0.26, indicating it is trading near its all-time low levels​ (MarketBeat)​.

2. Editas Medicine (EDIT)

  • Current Price: Approximately $5.65
  • Historical Context: Editas has seen substantial declines, and its current trading price is near its all-time lows, reflecting a significant drop from previous higher levels​ (Stock Analysis)​.

3. Aeva Technologies (AEVA)

  • Current Price: Approximately $3.66
  • Historical Context: Aeva's current price is close to its all-time lows, especially considering the company's recent performance and stock price history​ (Stock Analysis)​.

Analysis and Expectations

  • DNA (Ginkgo Bioworks): Trading near its all-time low suggests potential for significant upside if the company can leverage its synthetic biology platform for commercial success and partnerships.

  • EDIT (Editas Medicine): Being near its all-time low could present a buying opportunity, especially if their gene-editing therapies progress successfully through clinical trials.




  • AEVA (Aeva Technologies): Close to all-time low, reflecting market skepticism, but their 4D LiDAR technology could be a game-changer if autonomous driving and ADAS markets grow.


Given the current trading levels, investing in these stocks could be seen as high-risk, high-reward.

These low prices might be appealing for long-term investors who believe in the underlying technologies and market positions of these companies. However, it's crucial to stay informed about ongoing developments and market conditions that could affect these stocks.

Discl: we are long four of these stocks!

Related Articles:

Here are ten small-cap, publicly traded companies that are incorporating cutting-edge AI technology into healthcare!



Friday, July 12, 2024

If ChatGPT was a retail investor, what companies might it be considering investing in now? Here's the answer!

 

ChatGPT pictured as a future technology agent by Dall E3

As an AI, I don't have personal opinions or the ability to invest, but I can provide an analysis based on current trends and data. Here are some sectors and companies that might be of interest to retail investors:

  1. Technology and Artificial Intelligence

    • NVIDIA (NVDA): Leading in AI and GPU technology.
    • Microsoft (MSFT): Significant investments in AI and cloud computing.
    • Alphabet (GOOGL): Heavy involvement in AI through Google and other ventures.
  2. Biotechnology and Healthcare

    • Ginkgo Bioworks (DNA): Specializes in synthetic biology, a growing field with potential for substantial impact.
    • Moderna (MRNA): Known for its mRNA technology, which has broad applications beyond COVID-19 vaccines.
    • CRISPR Therapeutics (CRSP): Leader in gene editing technology.
  3. Renewable Energy and Sustainability

    • Tesla (TSLA): Dominates the electric vehicle market and is expanding into energy solutions.
    • NextEra Energy (NEE): Major player in renewable energy, particularly wind and solar.
    • Enphase Energy (ENPH): Leading provider of solar energy solutions.
  4. Quantum Computing

    • IONQ (IONQ): Pioneering in quantum computing hardware and software.
    • Rigetti Computing: Focuses on developing quantum integrated circuits.
    • D-Wave Systems: Known for its quantum annealing technology.
  5. Semiconductors

    • Advanced Micro Devices (AMD): Continues to gain market share in CPUs and GPUs.
    • Taiwan Semiconductor Manufacturing Company (TSMC): Leading manufacturer of advanced semiconductor technology.
    • Intel (INTC): Investing heavily in future technologies to regain market leadership.
  6. Electric Vehicles and Autonomous Driving

    • Lucid Group (LCID): Promising new player in the luxury EV market.
    • NIO Inc. (NIO): Leading EV manufacturer in China with global aspirations.
    • Waymo (subsidiary of Alphabet): Pioneer in autonomous driving technology.
  7. Fintech and Digital Payments

    • Square (SQ): Expanding its ecosystem of financial services and digital payments.
    • PayPal (PYPL): Strong player in digital payments and expanding into cryptocurrency.
    • Adyen (ADYEN): Provides payment solutions for global enterprises.

These suggestions are based on current market trends and the potential for growth in their respective fields. Always conduct thorough research and consider your financial situation and risk tolerance before making any investment decisions.

...................................................................................................................................................................

Several companies are considered first movers and leaders in the Quantum-as-a-Service (QaaS) sector. Here are some of the prominent ones:

1. IonQ Inc.

  • Overview: Based in College Park, Maryland, IonQ is recognized for its advanced quantum computing technology. It is known for developing the first commercially viable quantum computer using ion trap technology.
  • Collaborations: IonQ collaborates with major tech companies like Amazon and Microsoft and is involved in projects with the U.S. Defense Advanced Research Projects Agency (DARPA).
  • Growth Projections: The company is projected to have a compounded annual growth rate (CAGR) of 100% over the next few years​ (Green Bull Research)​​ (Affiliate UNguru)​​ (The Daily World)​.

2. Microsoft

  • Overview: Microsoft has been a significant player in the QaaS space, heavily investing in quantum computing and AI technologies.
  • Initiatives: The company has launched Azure Quantum, a cloud service that provides access to various quantum hardware and software solutions, making quantum computing more accessible to businesses and researchers.
  • Collaborations: Microsoft has partnered with quantum computing startups like Photonic and is actively developing its own quantum computing hardware and software​ (The Daily World)​​ (Ground News)​.

3. IBM

  • Overview: IBM is one of the pioneers in the quantum computing industry. It offers IBM Quantum Experience, a cloud-based platform that provides access to IBM's quantum processors.
  • Initiatives: IBM has developed the Qiskit framework, an open-source quantum computing software development kit, and has a robust ecosystem for quantum research and development.
  • Collaborations: IBM collaborates with academic institutions, research labs, and private sector companies to advance quantum computing technology and applications​ (Green Bull Research)​.

4. Google (Alphabet Inc.)

  • Overview: Google has been at the forefront of quantum computing research, achieving significant milestones like demonstrating quantum supremacy.
  • Initiatives: Google offers QaaS through its Google Quantum AI division, which provides access to its quantum processors and tools via cloud services.
  • Achievements: Google's quantum computer, Sycamore, solved a problem in minutes that would take classical supercomputers thousands of years, marking a major breakthrough in the field​ (Green Bull Research)​​ (Affiliate UNguru)​.

5. Rigetti Computing

  • Overview: Rigetti Computing is a notable player in the quantum computing space, focusing on developing quantum integrated circuits.
  • Initiatives: The company offers QaaS through its Rigetti Quantum Cloud Services, enabling users to run quantum algorithms and applications on its quantum processors.
  • Collaborations: Rigetti collaborates with various research institutions and tech companies to push the boundaries of quantum computing applications​ (Green Bull Research)​.

These companies are leading the charge in making quantum computing more accessible and practical for various industries through their QaaS offerings, driving innovation and potential commercial applications in the near future.

In Bio Science, there is a race for better Gene sequencing and genomics technology!

Sunday, June 30, 2024

This leader in synthetic biology, has developed several advanced technologies, like it's "foundry" that would attract takeover offers!

 


The Foundry is an automated biological engineering platform that integrates software, hardware, and wetware to design, build, and test organisms at a massive scale.

 Here are some key features:

  1. Automation and Robotics: The Foundry uses advanced automation and robotics to handle repetitive laboratory tasks, significantly speeding up the process of organism engineering.

  2. High-throughput Screening: This technology allows Ginkgo to test thousands of genetic designs simultaneously, optimizing the selection of the best-performing organisms.

  3. Machine Learning and AI: Ginkgo employs machine learning algorithms to predict the outcomes of genetic modifications, improving the accuracy and efficiency of their engineering processes.

  4. DNA Synthesis and Editing: The Foundry utilizes cutting-edge DNA synthesis and gene editing technologies, such as CRISPR, to precisely alter the genetic makeup of microorganisms.

  5. Data Integration and Bioinformatics: The platform integrates vast amounts of biological data, leveraging bioinformatics to gain insights and refine their engineering approaches continuously.

These capabilities enable Ginkgo Bioworks to create custom microorganisms for a wide range of applications, including the production of specialty chemicals, pharmaceuticals, food ingredients, and more. Their approach represents a significant advancement in the field of synthetic biology, pushing the boundaries of what is possible in organism engineering.

Could there be a merger of Ginkgo with another Synthetic Biology company?

Ginkgo Bioworks' "foundry" is one of the most enticing technologies for a merger offer in the synthetic biology (SynBio) space. Here are a few reasons why:

  1. High-Throughput Automation: Ginkgo's foundry is highly automated, which allows for the rapid design, building, and testing of biological systems. This high-throughput approach significantly accelerates the pace of research and development.

  2. Scalability: The foundry's automation and standardized processes enable scalable production of engineered organisms. This scalability is crucial for both research applications and commercial production.

  3. Data-Driven Insights: The foundry generates vast amounts of data that can be analyzed to gain insights and optimize biological designs. This data-driven approach enhances the precision and efficiency of synthetic biology projects.

  4. Cost Efficiency: By automating and standardizing the processes involved in synthetic biology, the foundry helps reduce costs associated with R&D. This cost efficiency is attractive to potential suitors looking to maximize their return on investment.

  5. Collaborative Potential: Ginkgo's foundry supports collaborations with a wide range of partners, from small biotech startups to large pharmaceutical companies. This collaborative potential can be a significant advantage in a merger, as it opens up new opportunities for joint ventures and shared projects.

  6. Innovative Edge: The foundry represents cutting-edge technology in synthetic biology, giving Ginkgo a competitive edge in the industry. This innovative edge can be highly appealing to a suitor looking to strengthen their technological capabilities.

While the foundry is a central component, other factors such as Ginkgo's intellectual property portfolio, customer base, and strategic partnerships would also be considered in a merger offer. However, the foundry's capabilities in automating and scaling synthetic biology processes make it a particularly attractive asset in the context of a takeover.

A potential takeover or buyout of Ginkgo Bioworks would likely attract interest from various companies, particularly those in the biotechnology, pharmaceuticals, and technology sectors. Here are some companies that could be well-positioned to consider such a move:

Biotechnology and Pharmaceutical Companies

  1. Bayer AG

    • Reason: Bayer has been expanding its focus on biotechnology, particularly in the agricultural sector. Ginkgo's expertise in synthetic biology could complement Bayer’s capabilities in crop science and pharmaceutical research.
  2. Roche

    • Reason: As a leader in personalized healthcare, Roche could benefit from Ginkgo's platform for developing customized biological solutions, potentially enhancing its drug discovery and diagnostics capabilities.
  3. Amgen

    • Reason: Amgen has a strong focus on biotechnology and innovation. Acquiring Ginkgo could enhance its research capabilities and support its pipeline of biologics and biosimilars.
  4. Novartis

    • Reason: With a commitment to innovation in pharmaceuticals, Novartis might see value in Ginkgo's platform to accelerate drug development and explore new therapeutic areas.

Technology Companies

  1. Alphabet (Google Health and Verily Life Sciences)

    • Reason: Alphabet’s investments in healthcare and life sciences align well with Ginkgo's capabilities. Verily and Google Health could leverage Ginkgo's synthetic biology platform to advance their healthcare solutions and technologies.
  2. IBM

    • Reason: IBM has been expanding its presence in healthcare and life sciences through AI and data analytics. Ginkgo's data-driven approach to biology could integrate well with IBM’s existing technologies.
  3. Microsoft

    • Reason: With its focus on AI and cloud computing in healthcare, Microsoft could benefit from Ginkgo's biological data and expertise to enhance its life sciences offerings.

Agricultural Companies

  1. Corteva Agriscience

    • Reason: As a major player in agriculture, Corteva could leverage Ginkgo's synthetic biology capabilities to develop new crop solutions and sustainable agricultural practices.
  2. Syngenta

    • Reason: Syngenta, focused on sustainable agriculture, might find strategic value in Ginkgo's ability to engineer microbes and other biological solutions for crop protection and enhancement.

Chemical Companies

  1. BASF
    • Reason: BASF’s interest in biotechnology for sustainable solutions could align well with Ginkgo's synthetic biology platform, potentially enhancing its product offerings in chemicals and materials.

Investment Firms and Private Equity

  1. SoftBank Vision Fund

    • Reason: SoftBank has a history of investing in technology-driven companies and might see Ginkgo as a strategic addition to its portfolio.
  2. Blackstone Group

    • Reason: As one of the largest private equity firms, Blackstone might consider acquiring Ginkgo to capitalize on its growth potential and innovation in synthetic biology.

Strategic Considerations

  • Partnership Synergies: Companies with existing partnerships or collaborations with Ginkgo might have an advantage in a buyout scenario. This includes companies that have invested in or partnered with Ginkgo for specific projects or innovations.

  • Market Expansion: Companies looking to expand their market presence in synthetic biology and biotechnology could find strategic value in acquiring Ginkgo to enhance their capabilities and product offerings.

  • Financial Capacity: The financial strength and investment capability of potential acquirers will play a significant role in determining their ability to pursue a buyout of Ginkgo Bioworks.

Conclusion

The best-positioned companies to acquire Ginkgo Bioworks are likely those with a strategic interest in synthetic biology and the financial capacity to support such a transaction. Given Ginkgo’s innovative platform and growth trajectory, any acquisition would be a significant strategic move for the acquirer.

At today's valuation, acquiring Ginkgo would be the equivalent of a rounding error for these companies!

Competitor, Twist Bioscience is a significant player in synthetic biology and biotechnology and could be considered a potential acquirer or merger partner for Ginkgo Bioworks. Here’s why Twist Bioscience might be a strategic fit:

Strategic Alignment

  1. Complementary Technologies:

    • Twist Bioscience specializes in DNA synthesis and provides high-quality synthetic DNA to various industries. This expertise complements Ginkgo Bioworks’ focus on synthetic biology and organism engineering. Together, they could enhance their capabilities in creating custom biological solutions for a wide range of applications.
  2. Expanded Product Offerings:

    • By combining their technologies, Twist and Ginkgo could offer a broader range of products and services, from DNA synthesis to complete synthetic biology solutions. This would enhance their ability to serve existing customers and attract new ones in sectors like pharmaceuticals, agriculture, and industrial biotechnology.
  3. Shared Market Goals:

    • Both companies are focused on advancing synthetic biology and expanding its applications across different industries. A partnership or merger could accelerate innovation and provide a competitive edge in the rapidly growing synthetic biology market.

Financial and Market Considerations

  1. Market Positioning:

    • Twist Bioscience is well-established in the synthetic DNA market and has a strong customer base. Combining forces with Ginkgo could strengthen their market position and create opportunities for cross-selling and up-selling products and services.
  2. Financial Synergies:

    • A merger or acquisition could result in cost synergies, such as reduced R&D expenses, shared facilities, and streamlined operations. This could improve profitability and financial performance for both companies.
  3. Valuation and Growth Potential:

    • The combined entity would likely be valued higher due to its increased capabilities and market reach. The growth potential in synthetic biology could attract more investors and lead to better financial performance.

Potential Challenges

  1. Integration Complexity:

    • Merging two companies with different operational structures and cultures can be challenging. It would require careful planning and execution to ensure a smooth integration and realize the potential synergies.
  2. Regulatory Considerations:

    • Any merger or acquisition in the biotech sector would need to navigate regulatory approvals and compliance requirements, which can be time-consuming and complex.

Conclusion

Twist Bioscience is indeed a logical candidate for acquiring or merging with Ginkgo Bioworks due to their complementary technologies, market goals, and potential for financial synergies. Such a move could create a powerhouse in the synthetic biology industry, capable of driving significant innovation and growth.

"The rapid and complete resolution of aggressive MSS colorectal cancer tumors observed in this study is unprecedented in the field" says the author Dr. Kasi


Tuesday, June 25, 2024

As of June 25, 2024, Ginkgo Bioworks (NYSE: DNA) is experiencing a significant decline in its stock performance! An Ai assessment!

From ChatGPT

$DNA's stock price has dropped to around $0.32 per share, representing a substantial decrease of approximately 11.77% on the day​ (Stock Analysis)​. Over the past year, Ginkgo Bioworks' market capitalization has seen a dramatic reduction of 82.81%, now standing at roughly $698.98 million​ (Stock Analysis)​.

The stock has faced ongoing challenges, with its market cap declining from $2.35 billion in February 2021 to the current valuation, marking a compound annual growth rate of -30.47%​ (Stock Analysis)​. Recent market movements show volatility, with the stock experiencing double-digit percentage losses in a single day​ (PitchBook)​​ (Stock Analysis)​.

For more detailed and up-to-date information, you can visit financial news websites like MarketBeat and Stock Analysis.

Despite the significant decline in its stock price and market capitalization, Ginkgo Bioworks remains a viable company. It continues to be a leader in the field of synthetic biology, leveraging its platform to design custom microbes for various applications across industries such as pharmaceuticals, agriculture, and industrial chemicals.

Viability as a Company

Business Operations: Ginkgo Bioworks has a strong focus on innovation and has partnered with several companies to develop and commercialize various bio-based products. The company’s platform approach allows for scalable and repeatable processes, which can lead to long-term value creation​ (Stock Analysis)​.

Financial Health: While the stock performance has been poor, Ginkgo Bioworks has secured significant funding in the past, including from high-profile investors. The company has a substantial cash reserve that can help it weather short-term financial challenges and continue investing in its growth initiatives​ (PitchBook)​.

Potential for Acquisition

Given Ginkgo Bioworks' capabilities and the strategic importance of synthetic biology, it is possible that a larger company might consider acquiring it.

Strategic Fit: Larger biotech or pharmaceutical companies may see value in acquiring Ginkgo Bioworks to integrate its synthetic biology platform into their operations, enhancing their R&D capabilities and product pipelines.

Market Conditions: The current depressed stock price might make Ginkgo Bioworks an attractive acquisition target, as potential buyers could see this as an opportunity to acquire valuable technology and talent at a lower cost​ (Stock Analysis)​.

Speculations: There have been no confirmed reports of acquisition offers or serious negotiations involving Ginkgo Bioworks as of now. However, market analysts often speculate on the potential for mergers and acquisitions in industries where innovative companies face financial challenges.

Conclusion

While Ginkgo Bioworks is currently struggling with its stock performance, its underlying business remains active and innovative. The company has the potential to recover and grow, and the possibility of being acquired by a larger entity cannot be ruled out, especially given the strategic importance of its technology in synthetic biology.

Discl: we added to our position today!

This leader in synthetic biology, has developed several advanced technologies, like it's "foundry" that would attract takeover offers!


Tuesday, June 18, 2024

Acquisitions in Biotech and SynBio stocks are on the horizon again and here is one that we believe may be in the crosshairs!

 Ginkgo Bioworks operates several advanced biotechnology platforms and technologies that would be particularly attractive to an acquiring company. These include:

  1. Foundry and Codebase:

    • Automated Foundry: Ginkgo's high-throughput, automated biological foundry integrates robotics, advanced software, and cutting-edge biotechnology to design, build, and test organisms at scale. This foundry enables rapid prototyping and optimization of microorganisms for various applications, significantly reducing the time and cost associated with developing new biological products.
    • Codebase: Ginkgo has built a massive repository of biological knowledge, including genetic sequences, metabolic pathways, and optimized strains. This codebase is continually expanded and leveraged to improve the efficiency and success rate of genetic engineering projects.
  2. Cell Programming and Synthetic Biology:

    • Genetic Engineering: Ginkgo specializes in engineering microorganisms (such as bacteria, yeast, and fungi) to produce a wide array of products, including pharmaceuticals, biofuels, chemicals, and food ingredients. Their expertise in gene editing, metabolic engineering, and strain optimization is a core technology.
    • Synthetic Biology Tools: Ginkgo utilizes advanced synthetic biology tools, including CRISPR, gene synthesis, and genome-scale engineering, to design and construct complex genetic circuits and pathways.
  3. Biomanufacturing Capabilities:

    • Scale-Up Expertise: Ginkgo's ability to scale up engineered microorganisms from lab-scale to industrial-scale production is a significant asset. Their biomanufacturing capabilities include fermentation technology, downstream processing, and production optimization.
    • Partnerships and Collaboration: Ginkgo has a track record of successful partnerships with companies across various industries, including pharmaceuticals, agriculture, and consumer goods. Their collaborative approach and ability to integrate their technologies with partners’ processes enhance their attractiveness to potential acquirers.
  4. Data and Software Infrastructure:

    • Data Analytics and Machine Learning: Ginkgo uses sophisticated data analytics and machine learning algorithms to analyze vast amounts of biological data, identify patterns, and predict successful genetic modifications. This data-driven approach accelerates the discovery and optimization of new biological products.
    • Bioinformatics and Computational Biology: Their software infrastructure supports advanced bioinformatics and computational biology, enabling the design, simulation, and optimization of genetic constructs and metabolic pathways.
  5. Platform Applications:

    • Pharmaceuticals and Therapeutics: Ginkgo's platform can be used to develop new therapeutics, including biologics, vaccines, and gene therapies. Their ability to engineer microorganisms for drug production and discovery is particularly valuable.
    • Agriculture and Food: Ginkgo's technologies are applied to create sustainable agricultural products, such as engineered microbes for crop enhancement, pest control, and soil health. Additionally, they develop fermentation-based food ingredients and alternative proteins.
    • Environmental and Industrial Applications: Ginkgo engineers microbes for environmental applications, such as bioremediation and waste treatment, as well as for the production of industrial chemicals and biofuels.

An acquiring company would likely be interested in Ginkgo Bioworks for its comprehensive suite of technologies that enable rapid and cost-effective development of biological solutions, its extensive biological codebase, its robust biomanufacturing capabilities, and its innovative use of data analytics and machine learning in synthetic biology.

In Bio Science, there is a race for better Gene sequencing and genomics technology!

Consolidation in the BioTech realm is a given going forward. Ginkgo Bioworks technology looks attractive to larger companies in the space!



Update June 25th



Tuesday, May 28, 2024

Ginkgo Bioworks has been bolstering its position as a first mover in Synthetic Biology!

 Here are the companies they’ve acquired and the reasons behind each acquisition:

  1. Proof Diagnostics:

    -  Ginkgo Bioworks acquired Proof Diagnostics, a Cambridge-based CRISPR test developer co-founded by Feng Zhang (an early discoverer of Crispr technology) of the Broad Institute of MIT and Harvard. 
  2. Proof Diagnostics has been working on a “future-proof” COVID-19 screener with a rapid tabletop analyzer capable of detecting not only COVID-19 but also the flu, respiratory syncytial virus, and other diseases using gene-editing technology. 
  3. Ginkgo was mainly attracted to Proof Diagnostics for its intellectual property and libraries of RNA-programmable, non-Cas enzymes called OMEGAs. These emerging OMEGAs offer potential upgrades over current genomic medicine tools, making them easier to deliver into cells. Ginkgo plans to use these enzymes to support its gene therapy services, providing an alternative approach to gene editing.
  4. Patch Biosciences: - Ginkgo acquired Patch Biosciences, a New York-based AI platform developer focused on computer-designed cargos for genetic medicines. By integrating Patch’s capabilities, libraries, and datasets, Ginkgo aims to enhance its existing genetic medicine toolkit. 

    The machine-learning models and downstream assays from Patch Biosciences will contribute to Ginkgo’s offerings.
  5. Reverie Labs:

     - Ginkgo also acquired Reverie Labs, an AI-powered drug discovery company. Reverie Labs specializes in developing biology-focused foundation models and small molecule design. Four members of Reverie’s AI team, including Chief Technology Officer Ankit Gupta, have joined Ginkgo. 

    This acquisition will accelerate Ginkgo’s work in drug discovery and strengthen its expertise in biological engineering approaches.


Additionally, it’s worth noting that Ginkgo Bioworks made its largest acquisition to date by acquiring it's competitor, Zymergen, which is expected to significantly enhance Ginkgo’s platform by integrating strong automation and software capabilities

These acquisitions demonstrate Ginkgo’s commitment to advancing synthetic biology and expanding its capabilities in molecular medicine and AI-driven research



 Ginkgo Bioworks is an American biotech company founded in 2008 by five scientists from MIT, led by Jason Kelly. 

Their specialty lies in using genetic engineering to produce bacteria with industrial applications for other biotech companies. 

Essentially, they create custom-designed microorganisms that can be used in various fields, from agriculture to pharmaceuticals.



Ginkgo Bioworks Holdings (NYSE: DNA) is owned by 57.35% institutional shareholders, 13.56% by insiders, and 29.08% retail investors.

Article:

KEY POINTS from this article:


  • 1.   The biofoundry's platform is scaling up, "big time" and customers are flocking.
  • 2.
  •        

    Powerful collaborators are signing up

    It's working with MerckModernaEli Lilly, and many others in biopharma and agriculture.

  • Ginkgo's valuation is attractive, and trading as a penny stock at all time lows!

Disclosure: we own stock in Ginkgo Bioworks ($DNA) and are accumulating!

Analysts high on Ginkgo and it's platform.

StockScan estimates an average price of $6.06 for Ginkgo Bioworks in 2025, with predictions ranging from a low of $4.78 to a high of $7.34​ (Stock Screener, Chart, and Price) This indicates a potential rise of approximately 980.45% from the last recorded price. While Ginkgo faces challenges, its long-term opportunities in #CellProgramming and #Biosecurity could drive significant growth. Keep in mind that investing involves risks, and it’s essential to conduct thorough research before making any investment decisions