+0.0
net board stance
what this means
26.03
-12.2% · close 2026-09-08
-5% / -15% / +30%
1m / 3m / 12m
-139%
vs SPY since 2022-03-19
34%
of 52w range · -31.4% off high
0/1
hit rate as primary · α -49
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on BEAM
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -48.7. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🤖 In-vivo CRISPR proof point starts programmable biology | ▲ LONG | adjacent | MISS | -54.4% | -49.6 | 2022-07-30 |
| 📈 Base-edited T-cells cure incurable blood cancer - gene editing inflects | ▲ LONG | primary | MISS | -22.6% | -48.7 | 2023-12-24 |
The tape — what was actually said
every capture on any idea holding BEAM, newest first · quotes verbatim, timestamps deep-link into the episode
Because if you can actually now do base editing and eradicate, at least in this case, a blood-based cancer, and eventually we'll be able to bring that and use that towards solid-state tumor cancers, it's a huge breakthrough in just human longevity and human quality of life.
I think that over the long run, we can get the cost of cell therapies below 5,000 bucks. ... And this is kind of the beginning of what will likely be a multi-decade kind of new therapeutic modality that's, you know, accelerating.
And there are a lot of therapies that are underway right now to actually use gene editing to induce that mutation in people's blood cells and in their bone marrow without needing to give them a whole transplant. ... there are hundreds of cell-based therapies coming to market over the next few years, they're all in late stage clinical trials as well as gene editing.
Now that we have gene editing and potentially have the ability to grow biological matter in bioreactors, it's going to be tremendous.
Well, you know, I originally had the CRISPR gene in anything, but Chamath already mentioned that.
My best science breakthrough is that this year, we actually were able to inject in vivo, so in the body genetic code for CRISPR. ... That's pretty incredible stuff that you can make something, put it into your body, and then your body does the work of editing out the bad genes.
And now the floodgates are open. And this is incredible because the frontiers in RNA over the next decade could change the course of how we treat disease and change the course of outcomes for many diseases, from genetic diseases all the way through to cancers. ... we've now got, I think, a validation in the market and acceptance from consumers that this technology could transform the industry in the same way that Genentech transformed the pharma industry with biologic drugs in the 80s and 90s.
I mean, I think what it shows is that these COVID vaccines are just the first product, the first breakthrough product of this mRNA technology. There's going to be a lot more.
So I think what we're saying is that we're seeing this platformization, this AWSification of a biological toolchain with things like CRISPR and all of the other modalities that need to stack on top of it so that the next person can view it as a programming problem. ... But this was an enormously important breakthrough because it validated a lot of what CRISPR was beyond a lot of theoretical innovation that up until now was basically what it was known for.