MaoShengGe

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The gene editing therapy invented by Nobel laureates, why did the market only assign a 40% valuation?
A primary school math problem:
CRISPR Therapeutics has a current market value of $4.5 billion. Cash on hand is $2.5 billion. $4.5 billion - $2.5 billion = $2 billion.
What is the market pricing in?
The world's first FDA-approved CRISPR gene editing therapy + 6 active clinical pipelines + Nobel-level intellectual property + exclusive partnership with Vertex valued at $110 billion.
But rebuilding these assets from scratch would cost at least $7.2 billion.
$2 billion vs $7.2 billion. Less than a
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Deep Investment Research: Nobel Prize-Winning Gene Editing Therapy, Why Is the Market Only Valuing It at a Quarter of Its Price?
A simple arithmetic problem:
CRISPR Therapeutics has a current market cap of $4.5 billion. Cash on hand is $2.5 billion. $4.5 billion - $2.5 billion = $2 billion.
What is the market pricing at $2 billion?
The world's first FDA-approved CRISPR gene editing therapy + 6 active clinical pipelines + Nobel Prize-level intellectual property + exclusive partnership with Vertex, valued at $110 billion.
But rebuilding these assets from scratch would cost at least $7.2 billion.
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Tempus AI, one of the most hotly contested stocks in the U.S. stock market right now.
On one side, Cathie Wood has it as the top holding in the ARKG fund (9.49% weight), aggressively adding shares at the $43 price level.
On the other side, there are short reports from Spruce Point, collective securities lawsuits, the CEO selling over $34 million, and an 18% short interest.
One side is the world's largest AI medical data platform. The other side is questioning "funds flowing back" and swirling related-party transactions.
I did one thing: ignoring stock price and sentiment, just asking o
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TempusAI Deep Investment Research: Woodie's Largest Holding, Biggest Short Target—How Is the AI Medical Deal Calculated?
Tempus AI, one of the most volatile stocks in the US market right now.
On one side, Cathie Wood has it as the top holding in ARKG (9.49% weight), aggressively adding shares at around $43. On the other side, there are the Spruce Point short report, class-action lawsuits, CEO selling over $34 million, and an 18% short interest.
On one hand, it’s the world’s largest AI healthcare data platform. On the other, there are questions about capital backflow and related-party transacti
ARK1,24%
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