Organovo Holdings, Inc. (ONVO)

[rumper]

Human knowledge in general, doubles every two years.

In a fast moving field of study, like biotech 3D printing,
it’s probably even faster. It is for semiconductors.

So being first is an enormous advantage. It’s really kind
of a ‘geometric’ advantage. If you stumble, somebody will
be there to cut your throat, in about two years, also.

I think this is the time decay that we face with these types of
stocks. If they don’t move and move fast, it’s really over long
before you remember that things are vastly different just two
years from now.

ONVO is mostly first in what they’re doing. But if the stock
doesn’t move, for whatever reason, it’s pretty much toast.

In two or four years, they’ll probably be printing stem cell
modules that you swallow or otherwise implant that will
regenerate limbs or organs. I want gills and flippers.