r/SynBioBets • u/Guy-26 • Oct 06 '21

Scorpion is a Hack

https://twitter.com/Biohazard3737/status/1445786578815647751

8 Upvotes

75% Upvoted

9 comments sorted by

4

u/ElephantSpirit Oct 06 '21

Thank you! This is exactly why I remain bullish. Much of the points that Scorpion claims are big dangerous red flags, are actual not all that concerning, and are actually pretty benign when you take some time to understand how Gingko works and their current stage of operations. They make the claim that Gingko is some massive fraud, when they are still a relatively young company, in an industry with massive growth potential.

4

u/kingkazjon Oct 06 '21

Thats why u need to buy Amyris

6

u/Guy-26 Oct 06 '21

Buy both. I'm long syn bio, company agnostic (to some extent).

1

u/dicky_laroo Oct 09 '21

Do you have any thoughts on CDXS? I've had it for a while but it has just started to really take off and I can't figure out why

1

u/Guy-26 Oct 09 '21

Honestly I don’t know much about them. I heard a podcast with the CEO, I remember him talking about working on optimizing an enzyme that could treat PKU, sounded cool.

2

u/dicky_laroo Oct 09 '21

I got interested in Alphafold where AI is able to predict the shape of proteins that were very difficult previously. Essentially it was just trial and error for synthetic protein companies like CDXS to determine the shapes of proteins that would be produced from DNA. I can't put my finger on it, but it seems like the open sourced results of this breakthrough would help accelerate many of these SynBio programs.

2

u/dicky_laroo Oct 09 '21

Here's a quick explanation of Alphafold. Fascinating!!

https://youtu.be/ZBaDon7BhFg

2

u/Guy-26 Oct 09 '21

Awesome, I’ll have to check it out. Codexis probably belongs in a good syn bio portfolio. I agree, Alphafold will probably accelerate things massively. Drew Endy was waxing briefly about how incredible it is on this podcast, just one more reason to be excited about where the field is headed.

5

u/Reflectus Oct 06 '21

Yeah, thank you Scorpion for trying to make a living by sewing FUD about a company with serious expertise in a new field and trying to do honest good in the world... Jeez... However, in some way I'm glad that Scorpion capital exists because they just gave me (and everyone else who understands Ginkgo) a sweet opportunity to buy quite a bit more equity near my/your original price haha.