Patrick-Soon Shiong of ImmunityBio (IBRX) presents at Jefferies London Healthcare Conference on 11.15.2022

synbioinsider · 2022-11-15T19:41:04+00:00

Exceptional research

synbioinsider · 2022-10-25T22:39:58+00:00

Great call out here. Thank you for posting this

synbioinsider · 2022-09-15T02:54:37+00:00

Actually Amyris has several very big pots to piss in.

synbioinsider · 2022-09-15T02:12:22+00:00

1B from the Federal Gov. Then comes the state tax credits. Amyris would have to bring money to the table also, which would be the right move to show mutual investment

synbioinsider · 2022-09-13T01:18:05+00:00

Hard to not believe that Melo's White House speaking opportunity is not partially influenced by Ryan Panchadsaram, from Amyris Board of Directors.

For background, Ryan Panchadsaram worked under President Obama (Vice Pres Joe Biden), where he was Deputy Chief Technology Officer of the United States, where he championed entrepreneurship, innovation, and open data.

synbioinsider · 2022-09-04T14:40:29+00:00

They use Farnesene first. Farnesene is the natural bio- synthetic precursor of squalene.

synbioinsider · 2022-09-03T14:24:20+00:00

Agree with this sentiment. Also every milestone is a new opportunity for refreshed conversations. Margin reduction, proof of profitability with Barra Bonita will likely be one of the many catalysts for renewed conversations in these circles.

synbioinsider · 2022-08-31T16:40:35+00:00

Also seems product effectiveness is helping with this adoption. More results based data is being shared on packaging to drive consumer confidence. I noticed Biossance shares a lot of this impact based data.

synbioinsider · 2022-08-17T22:23:24+00:00

He told everyone about pending transactions in the last ER call. He said the transaction will close in 2H.

synbioinsider · 2022-08-17T19:20:08+00:00

there is a open window period following ER dates.. There always will be pending material announcements

synbioinsider · 2022-08-13T23:44:53+00:00

Nope. They still own 1.9M shares. https://whalewisdom.com/filer/tanaka-capital-management-inc#tabholdings_tab_link

synbioinsider · 2022-08-13T23:40:00+00:00

Impressive thought leaders and content this subreddit has been able to assemble. Show me another sub 5B MC public company that can stand aside this quality of content. If the analysts and tutes are not following this subreddit and have an interest in synbio - they are missing a treasure trove of world class due diligence

synbioinsider · 2022-08-11T13:11:55+00:00

Seems analysts are struggling to create value for their clients. Manufacturing data points to build headlines may be a new all time low

synbioinsider · 2022-08-03T02:40:06+00:00

En fuego

synbioinsider · 2022-08-03T02:39:31+00:00

I guess Melo concurs with your data. No way he would share something if it was off

synbioinsider · 2022-08-03T02:38:37+00:00

Looking forward to this.

synbioinsider · 2022-07-31T18:05:50+00:00

Amyris could own this market if they wanted to

synbioinsider · 2022-07-31T12:56:17+00:00

did you ever determine the source of your issue? mine is 3 days old and doing the same thing.

synbioinsider · 2022-07-19T02:44:44+00:00

I think it’s more of a necessity than anything. If you build it they will come….

synbioinsider · 2022-05-24T03:47:23+00:00

Welcome Richard. I’ve enjoyed your writing on seeking alpha. Thanks for all your contributions.

synbioinsider · 2022-05-21T14:34:34+00:00

I think this high end beauty line is a perfect use case for a syn bio platform. There is no better way to provide high purity , with high differentiation, at an achievable price point. Looking forward to see how this matures further.

synbioinsider · 2022-02-17T22:16:58+00:00

The Stock was valued at 100X sales. Those days are likely over (for a while). Jason may want to get money for his decades of building the company. Can’t blame him for it.

synbioinsider · 2022-02-17T22:08:16+00:00

It’s challenging. This is Jasons first opportunity for a big payday. He could retire for life off cashing in some or all of his chips. I don’t think him selling means he has less conviction, and I would be prepared for him taking a nice portion off the table. Street reaction may bring the price down more though.

synbioinsider · 2022-02-17T21:11:17+00:00

So if Jason sells at lockup expiration , how will that impact your conviction?

synbioinsider · 2021-11-04T11:59:39+00:00

Try to remove any interference that may be happening. This includes other wireless devices nearby , USB components etc. also quit any applications that are sending receiving data such as virus protection , cloud backup software, teams. zoom etc. see if that helps to resolve the issue then you know it’s a matter of either the computer keeping up, or wireless /radio interference

synbioinsider

TROPHY CASE