5 Comments
Oct 15, 2020Liked by Nathan S. Cheng

Hi Nathan, have you seen the animal proof of concept slide from Dr. West’s recent presentation? It’s the most recent one on the investor page of the AgeX website. It shows a treated mouse regrowing hair much faster than an untreated mouse, or mice treated with only one iTR gene each. Unfortunately I haven’t found any audio or video of the presentation, but in my opinion the pictures alone are strong evidence for the basic premises of iTR: that an embryonic state of gene expression is more regenerative, and that this can be induced in adult organisms with certain transcription factors. What do you think?

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Oct 15, 2020Liked by Nathan S. Cheng

Hey Nathan, small typo, the ticker for Chromadex is CDXC and not CXDC.

I see you have kept Adicet Bio on your list. It was my impression that they were not going to keep working on the RTB drugs and mostly recycle Restorbio's team and assets. What's your take on this? Is Joan Mannick still working at Adicet?

P.S. On your last post, HOLL made me lol I'll reuse that one

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author

AgeX is ambitious, no doubt. There is potential for a lot of upside.

Downside potential seems limited.

+ There should be a hard floor at which point Juvenescence will just come in and buy out the company.

+ Juv already owns 50%.

+ Juvenescence is also planning on going public within 6 - 12 months. The optics of one of their portfolio companies going bankrupt right before their IPO would be bad. They will continue to keep AgeX on life support.

+ Risk reward might be more attractive once the price stabilizes in the next few days / weeks.

So what do you think of AgeX? Hot or Not? Let me know in the comments.

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