1/ n As promised, a quick thread. Combination of my (non-PhD / layman's) dive into learning about Monoclonal Antibodies and how it's helped me uncover a few fun / interesting group of companies: $SDGR $ABCL $TWST $IPA (new QQQ uplist -formerly $IPATD) and most recently $LGND

Ok - first, a *quick* history lesson - in the last ~3 months, I have been increasingly obsessed w/ learning about monoclonal antibodies. It started as a simple pattern recognition that a lot of the biotechs I was investing in were in this space - $HGEN $PRVB $MGNX $ONCT etc.

Not to mention, all of these new COVID therapeutics ( $LLY $REGN ) were antibody based - what the heck exactly are these things? I found myself watching basic videos - like this simple 3 minute cartoon summary...

.. to this podcast on the history of monoclonal antibodies, like this Nature podcast: https://t.co/iXcq56RR5l And a bunch of more academic / scientific white papers and articles that are far too dry to share here

Probably a good time to add that I barely made it past high school biology - my academic and professional background is all based around finance / math / SaaS - so as much as I'm interested in biotechnology, it's all self-taught and I needed to start with the basics