Q: I've traded around my position in ILMN for a few years and was thinking of adding. I like the long term potential of the sector and the regular consumables income. However, I'm wondering if CRSP is better value - less downside and similar upside. I'd appreciate your thoughts. Thanks!
Read Answer Asked by Mike on May 30, 2022-
Exact Sciences Corporation (EXAS)
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Invitae Corporation (NVTA)
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CRISPR Therapeutics AG (CRSP)
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Guardant Health Inc. (GH)
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Twist Bioscience Corporation (TWST)
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Intellia Therapeutics Inc. (NTLA)
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10x Genomics Inc. (TXG)
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DermTech Inc (DMTK)
Q: Looking at companies in these companies, some have more current business (EXAS) while others are based more on potential. Can you please rank each in order based on these two approaches:
1. Most growth potential
2. Best overall investment
Please comment briefly on why you would place a particular company as "Best in class" for approach 1 and 2.
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PayPal Holdings Inc. (PYPL)
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Roku Inc. (ROKU)
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Teladoc Health Inc. (TDOC)
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CRISPR Therapeutics AG (CRSP)
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Pinterest Inc. Class A (PINS)
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DraftKings Inc. (DKNG)
Q: Which of these, if any, are compelling buys at their current levels?
thanks, Hugh