Why Ark Invest is so bullish on these Genomic Stocks w/ Simon Barnett (Ep. 621)


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I’m joined by Simon Barnett, genomics analyst at Ark Invest, to discuss the latest developments in the genomics revolution and investment opportunities. Interview recorded on June 23, 2022. Simon Barnett on Twitter: https://twitter.com/sbarnettARK Timestamps: 00:00 - Introduction 02:00 - Top key defining trend in genomics today 04:00 - How does a machine sequence DNA? 19:23 - Why it took so long to sequence the entire genome? 25:17 - short-read vs long-read DNA sequencing 31:18 - Downsides of PacBio and Nanopore’s approach 38:10 - Ultima Genomics 42:48 - Singular Genomics Systems 47:45 - Illumina 52:30 - Approaching valuation to genomics stocks 53:30 - Big stock price drop with genomic stocks 1:05:00 - Importance of diagnostics and liquid biopsies 1:07:00 - Declining costs of liquid biopsies 1:10:30 - How liquid biopsy tests work? 1:25:25 - Tackling cancer - where is this headed? 1:32:18 - What are the cancers that can be detected with liquid biopsies now? 1:36:11 - Wright’s Law on liquid biopsies? 1:38:07 - Dealing with inefficiencies of Pharma system 1:42:27 - Invitae 1:47:11 - Exact Sciences Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me. 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission. Open an brokerage account at Interactive Brokers: https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338 Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 #DNA #Investing #Stocks

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