Precision BioSciences Inc (DTIL)

[MI Dendream]

Hi Patrick,, welcome aboard! Jondoeuk has provided some good intelligence and I have been trying to keep this site current. It had been a few months since Precision has had any real news. I forgot to post the latest gene news that was provided and will do so soon.

I am getting crazy excited for this stock. Their CAR-T program has unappreciated value and will be one of the players in the first and second generation allogenic products. It remains to be seen what the marketplace will shake out to look like but based on BP interest and investment in the autologous market right now, I think there is clear value here for those platforms.

To me the real juice to squeeze here is gene editing. They have clearcut advantages over CRIPR based programs. The race to deliver gene editing technology depends on how you define the game, but as far as I see it, the first in opportunities are plentiful and the companies seem to be giving each other some space right now. A better technology can be second or third to market however and still win the game. I really like where Precision is positioned.

$650M market cap? Are you kidding me? It doesn’t take too much research to see the other players are either dramatically overvalued or DTIL is significantly undervalued right now. I am pretty certain that the announcement of first human dosed with ARCUS editing will cause a spike. DMD could be very lucrative and all theirs.