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MXCT looks technically interesting. How do we feel about that one? Fundamentally, that is? Too shitty to trade?
MXCT and TOI. Its a 2 and 5 year hold respectively.
BTDR MXCT CUTR AXTI GSIT Holding OM that I got today
Certainly more speculative, but if you want something CRSP-related, MXCT gets a 3% royalty on use of the CRSP therapy. Article/details: https://pbs.twimg.com/media/F8qLdJEWIAAoKqR?format=png&name=900x900
Tomorrow Adcom outcome will be important! I blieve MXCT has more upside and is less risky than CRSP if Exa-Cell gets approved.
Why do I get downvotes? Only GTHX is actually a Biotec, but for sure the most risky one out of the 5. ALLT is Cybersec with big backlog of projects for 2023 (Listen to last earning calls). MTBC is small Healthcare saas software provider with big amount of debt (Preferred shares) therefore the low multiples, but in my opinion they showed in the last quarters that they can manage (listen to the last 2 earning calls). QTRX and MXCT are device and consumable suppliers for Biotec and Big Pharma. They are not profitable yet but both have a big amount of cash on the balance sheet and are steady growing revenues and have major upcoming catalysts. QTRX developments build on: § FDA Breakthrough Device designation for plasma test for multiple sclerosis (MS). § FDA Breakthrough Device status for pTau-181 blood test as an aid in diagnostic evaluation of Alzheimer’s Disease (AD). Listen to their last earnings call to get a better feeling. MXCT upcoming catalysts: One of their customers (for example: Allogene, Crispr, Editas, Beam check out their latest [company presentation](https://investors.maxcyte.com/static-files/fa2fec9f-e124-452a-a0d1-305d4743dfd3) for the full list) makes progress. Next upcoming is probably the start of phase 2 trial of ALLO-501A.
Omg only large caps, let me change that: ALLT, QTRX, MTCB, MXCT, GTHX I like them because in my opinion they are all cheap at the moment
Check out MXCT. They make the machine that inserts CRSP's instructions into a cell (paraphrasing). They have tons of agreements with other similar companies. A pick and shovels play of gene therapies.
Anyone been following Maxcyte? Ticker: Nasdaq: MXCT. Quite an interesting genomics play.