He is an wonderful CEO, he explains things very clearly and avoids unnecessary jargon so that ordinary viewers can understand what these companies are doing. This proves his credibility unlike many other professionals who just talk around questions and never really give clear answer. I am gonna collect some CRSP during this dip.
THIS WAS A SUPERB INTERVIEW WITH SAMARTH KULKARNI. I HAVE WATCHED IT 2X NOW. BEST INTERVIEW HE HAS GIVEN (ALL HIS PRESENTATIONS HAVE BEEN GREAT). THANK YOU
There should be software to level the voice of every speaker to the same level, to avoid the listener being so dynamic with the volume buttons all the time :)
no, its not informative. Sam was daydreaming through the entire interview. Go watch an interview of an actual drug company. Moderna is knocking it out of the park. When you ask him what his drug pipeline is, he gives you a straightforward answer instead of changing the subject 3 times
Love Ark but fot God's sake, could you please do something about the audio? This issue has been dragged behind for so long, so hard to hear even at highest volume.
Nice overview of how CRISPR could disrupt the pharma sector. The IP and Regulatory process components of the puzzle could possibly outweigh target identification/therapy development as time to market and valuation drivers. Although they have their own issues,AgTech and VetTech might be worth considering as side plays with lower regulatory hurdles.
Hopefully people are aware than only Type 1 diabetes needs treatment. Type 2 can pretty much be reversed in 14 days on diet alone. Main principle is to stay clear of sugar. This includes various kinds of natural fruit-juices.
Very smooth interview flow with lots of good questions from Ali. I can see the preparation and passion she has, which helped to induce such a good interview with Sam. I saw this multiple times, lots of gold esp things that Sam didn't talk about during other interviews or conferences. Again, really good preparation from Ali, thank ARK for such a great interview.
I found gold in areas such as: 1) the use of AI and op tactics which lead to ROIC in manufacture and screening efficiency. 2) future landscape (in- vs ex- vivo; proportion of gene; role of small molecules, regen med etc) 3) framework used ie. evolving tech through learning and iterations --- next gen Areas I would love Ali to help investors to dig deeper esp potential risks: 1) reason of Tony's rather sudden departure, and any impact to timelines 2) competitiveness eg. any base editor, new cas, tapping AI via partnership eg. Insitro, Exscientia, Schrodinger etc 3) patent battle risk eg. impact of losing fundamental patents; what if losing all outstanding patent cases
love spacex. We traveled to Boca Chica to the the starshing get built. & we got the S dual motor fsd last Christmas 🎄 😎 still have the cybertruck tri motor or 4 motor fsd on order, i got lots of solar & backup battery system to charge them both. love tsla stock
Love Cathy! If I may, Crsp has been taking a beating because of its lacking in obtaining consistent revenue streams. Besides, it's a method that many companies will use, so it is the ability to generate sales would dictate its future and attraction to shares holding.
She is too easily impressed and gets tilted to go all in. Concerning for her ETF investors. I believe market is teaching Cathie to do better to protect her investors. They aren’t staying after 60% haircut. It’s unheard of ETF. I say at this point you are better off investing yourself than have someone who is losing money day after day for over a year now. For example her average in TDOC is 170. Go buy it now for 75-6. And hold.
Thank you for your discussion. Personally I expect the growth stocks, especially biotech will hit their bottoms very soon, and after that we’ll skyrocket to the top until the end of this market cycle. Hope Ark Invest will stay strong and reassure investors to hold tight until that happens. Wish Ms. Cathie good health and many luck in the future.
Okay. Robotics. Energy storage. AI. Block chain. Fine. But MRNA and Crisper and Drug development take SOOOOO long. And my son has Cystic Fibrosis. So, I know the value of Vertex Pharmaceuticals. Trikafta is a miracle. But it took FOREVER. And the average retail investor doesn't have a 20 year time line
My two questions: how did we get to 120 patients dosed (which program has how many, etc.), and can we expand on the heart disease portion? This is the first time I believe $CRSP is mentioning the two.
CTX001 has had 40 patients dosed ( data provided on 22 ) - CTX110 had 26 and I assume that will be a similar number for 120 & 130 which gets you to circa 120.
Yes Thank you all Great interview on Biotech There's a private company. Out of Maryland called American Gene Technologies Making Big Progress on there HIV cure program. GENE THERAPY There just about to wrap up Phase 1 clinical. Trail Data looking very impressive . I'd love to see if anyone here is invested with them?. Or plan to ? There CEO name is Jeff Calvin. He's VERY dedicated My question to. Sam how much longer once you take a dive into there company would you estimate before they go to market . . Sam &Cathy. Do you believe there company evulation is correct? Appreciate. A response @your convenience this year Stay Blessed 1 and All.
Unlike regular tech, bio-tech innovation will not be able to generate revenues on an ongoing basis as the technology continues to evolve. Apple for example was able to release the first iPhone, sell it, work in the background on the second and so forth, knowing most of those initial customers would be back for more next year and then some. This is fantastic business. We see first gen, second gen, crispr but at the end of the day we will need to wait for the ‘iPhone 10’ equivalent before crispr becomes a commercial product. This is beautiful, I’m invested, but let’s stop using tech as a catch all Goldilocks term. Everything in our world was tech at one stage. Not everything is a great iterative business model.
I'm invested in ARK funds, but there is no easy way to say this. All of the ARK funds have crashed catastrophically. When your funds are all down 50%, 60%, or 70% from their highs less than a year ago, it's really, really bad, especially when the S&P 500 is only down 4.5% from its all-time high. The goal of any good asset manager isn't just to make the highest return possible, it's to make good returns in a consistent way and to avoid catastrophic collapses in value like we have seen in ARK funds.
@@NomzWithDarren volatile barely explains this though. She' getting closer to losing all the gains since covid started. I love her perspective. But her timing on buying stocks has been horrific. A good portion of her stocks are down 50-80% from highs. Idt people realise that if you have a stock down 80%, you need a 400% rally just to break even. And I don't see any slowing down of her fund decreasing in value. Maybe her timing is just off. But without tesla, her whole funds would be destroyed rn.
It is discouraging to be so down. I have lost a lot in ark funds on paper. Hopefully she will be right and in five years we will have earned a lot. I would have liked to avoid catastrophic losses too, I think that is a reasonable ask.
You only need a 300% rally to break-even don't sweat it 😅 pretty much the same with her whole fund. Im here with you though. Down 40% on her arkg fund. Will need practically a 100% rally to break even. I love her perspective and thesis but Christ has her timing and buy-prices been awful.
Great stuff. Sam would make a great college professor, but not a good businessman. There is no fire in his belly for the future prospects of the company. Would have liked to see some excitement (!)
Think people are so use to the over hyped CEOs of this world. Bear in mind that we are still recovering from the Theranos saga, so not having a CEO over hype is actually the best sign as an investor. The fact that he is willingly to build the company systematically without the hype is the best buy signal for the long term.
Wow. So your whole takeaway from this informative interview is that they have nice offices😂😂Please don't waste your money in investing, you have no idea
Sam has no idea about how companies are valued and should keep his mouth shut. Valuation is company agnostic. It is simply the present value of all future cash flows. Apple has generated more cash over the past 10 years and is going to grow even more in the next 10 years than crispr or any pharma company. Cathy, you should know better. This is such a bad interview and i wonder if it truly represents how Cathy really thinks.
Watched this and saw what a silly investment this is. What I see is man trying to control God's invention and investment (he gave his only son). Crsp is an impossible rabbit hole investment and this salesman knows it. Waste your money on the "hope" that man will figure out their impossible mission if you want to, but for this reasom (hope rabbit hole).....I'm out.
He is an wonderful CEO, he explains things very clearly and avoids unnecessary jargon so that ordinary viewers can understand what these companies are doing. This proves his credibility unlike many other professionals who just talk around questions and never really give clear answer. I am gonna collect some CRSP during this dip.
He is amazing.💫
THIS WAS A SUPERB INTERVIEW WITH SAMARTH KULKARNI. I HAVE WATCHED IT 2X NOW. BEST INTERVIEW HE HAS GIVEN (ALL HIS PRESENTATIONS HAVE BEEN GREAT). THANK YOU
Perspective on point. Very inspiring, I could listen them talk all day. Cathy is amazing, first time hearing Sam, also very impressive.
There should be software to level the voice of every speaker to the same level, to avoid the listener being so dynamic with the volume buttons all the time :)
It’s called a compressor. The uploader would have to apply it to the audio though and tweak it to taste.
Thank you Ali, Sam & Cathie for an amazing interview! Very informative.
no, its not informative. Sam was daydreaming through the entire interview. Go watch an interview of an actual drug company. Moderna is knocking it out of the park. When you ask him what his drug pipeline is, he gives you a straightforward answer instead of changing the subject 3 times
Great interview it was!!! ❣
Finally a good time to buy arkk. I also bought some Roku and Zm individually since it seems like the bubblish phase is past.
Every interview I watch of Samarth, I leave impressed. He’s very understated in how good he is at being a biotech Ceo.
Love Ark but fot God's sake, could you please do something about the audio? This issue has been dragged behind for so long, so hard to hear even at highest volume.
They have invested in audio disruption technology
Grab a good mike and tell us about revenue for the love of god.
I would love to see an interview with
Dr Emmanuelle Charpentier.
We never see enough of her
This discussion has taught me so much about bio-tech investing. Great questions from the host, Ali.
Nice overview of how CRISPR could disrupt the pharma sector. The IP and Regulatory process components of the puzzle could possibly outweigh target identification/therapy development as time to market and valuation drivers. Although they have their own issues,AgTech and VetTech might be worth considering as side plays with lower regulatory hurdles.
I think Ark need to invest in something disruptive for Sam's audio.
I second this
Hopefully people are aware than only Type 1 diabetes needs treatment. Type 2 can pretty much be reversed in 14 days on diet alone. Main principle is to stay clear of sugar. This includes various kinds of natural fruit-juices.
sounds hard. Better to cure it.
Ali you did a great job! Keep up the good work! You are awesome!
Getting ready for prime time. Does any one know what Halppens to a spring when it is compressed and then released?
It either breaks or mooons hard
It makes that cartoony "boing" noise?
it flies uncontrollably and hits you in the face
SAMARTH KULKARNI IS AN OUTSTANDING CEO.
Very smooth interview flow with lots of good questions from Ali. I can see the preparation and passion she has, which helped to induce such a good interview with Sam. I saw this multiple times, lots of gold esp things that Sam didn't talk about during other interviews or conferences. Again, really good preparation from Ali, thank ARK for such a great interview.
I found gold in areas such as:
1) the use of AI and op tactics which lead to ROIC in manufacture and screening efficiency.
2) future landscape (in- vs ex- vivo; proportion of gene; role of small molecules, regen med etc)
3) framework used ie. evolving tech through learning and iterations --- next gen
Areas I would love Ali to help investors to dig deeper esp potential risks:
1) reason of Tony's rather sudden departure, and any impact to timelines
2) competitiveness eg. any base editor, new cas, tapping AI via partnership eg. Insitro, Exscientia, Schrodinger etc
3) patent battle risk eg. impact of losing fundamental patents; what if losing all outstanding patent cases
Fabulous . Disruptive and thanking you for thinking out loud for humanity's sake.
Why does no one ask one of the important q? How does crispr make money
they don't know that word. investors pay for their experience and disruptions. it is not about money, it is about science. sorry bro
Is there anything in the future that may be a problem for crispr tech? Things like that it wont be allowed etc?
Cathie is a gift that keeps giving, SARK is doing great.
I can hear Cathie but i cannot hear him, turn up the volume!
Great Interview 💯 ThankYou 🙏🏼
Watching this at midnight my time have to get up tomorrow at 5 Worth watching even if I get up late
Yes. Me too
Why? It's not time sensitive. It'll be here after work tomorrow 😂😂
Holding ARKK, but starting to think about does Cathy Wood compare to Gregor MacGregor? Only time will tell.
This interview was absolutely brilliant
Hello, when can i buy the ARK ETF in Europe (Germany)? it is currently not possible 😞
Don't care what the idiots say, you're still brilliant and time will prove that.
I’d like to see another Ark discussion on genomics following the USPTO decision at the end of February
This is gold!
love spacex. We traveled to Boca Chica to the the starshing get built. & we got the S dual motor fsd last Christmas 🎄 😎 still have the cybertruck tri motor or 4 motor fsd on order, i got lots of solar & backup battery system to charge them both. love tsla stock
The low audio volume is off-putting.
Love Cathy!
If I may, Crsp has been taking a beating because of its lacking in obtaining consistent revenue streams.
Besides, it's a method that many companies will use, so it is the ability to generate sales would dictate its future and attraction to shares holding.
She is too easily impressed and gets tilted to go all in. Concerning for her ETF investors. I believe market is teaching Cathie to do better to protect her investors. They aren’t staying after 60% haircut. It’s unheard of ETF.
I say at this point you are better off investing yourself than have someone who is losing money day after day for over a year now. For example her average in TDOC is 170. Go buy it now for 75-6. And hold.
I am wondering if they are using ZOOM or TEAMS :))
Great interview
Thank you for your discussion.
Personally I expect the growth stocks, especially biotech will hit their bottoms very soon, and after that we’ll skyrocket to the top until the end of this market cycle.
Hope Ark Invest will stay strong and reassure investors to hold tight until that happens.
Wish Ms. Cathie good health and many luck in the future.
Not just "hold tight", but also buy more. It is a great opportunity. That's what I'm doing.
Hi - do you know anything about NF1? Can Crispr help reverse that condition soon? (NF: Neurofibromatosis)
Thanks so much for this wealth of information on Crispr..
If you want more information on CRISPR, just check our channel Alicia. 🦍
Can anyone see which books are behind Ali? Ali, if you see this, I’d love to ask if you could recommend books to better understand genomics
Maybe take a screen grab and zoom the image?
Ask her on Twitter haha, or I will for you.
very cool cathie!! I work as an engineer making platform gig apps like uber, lyft etc.
This guy is so true about people seeing value in mostly bullshit nowadays
💯
How about Ark Invest in Sam’s microphone
Didn't ark got out of crisper? Or was it ilmn
Fascinating.
Take action immediately by giving out a clarification post or people will lose their money , there are dozens channels naming themselves ark invest..
No audio. Works great
I had to restart RUclips to get audio
Okay. Robotics. Energy storage. AI. Block chain. Fine. But MRNA and Crisper and Drug development take SOOOOO long. And my son has Cystic Fibrosis. So, I know the value of Vertex Pharmaceuticals. Trikafta is a miracle. But it took FOREVER. And the average retail investor doesn't have a 20 year time line
smart guy indeed , good info here , ill buy some for long term
My two questions: how did we get to 120 patients dosed (which program has how many, etc.), and can we expand on the heart disease portion? This is the first time I believe $CRSP is mentioning the two.
CTX001 has had 40 patients dosed ( data provided on 22 ) - CTX110 had 26 and I assume that will be a similar number for 120 & 130 which gets you to circa 120.
@@benharris8335 Wait each Car-T program has over 25 patients? Can you confirm this?
Time to load up on the DIP!
When are you all allowed to go short?
I like the new intro
was his thoughts on Natural Drugs
He skipped over pricing...
Yes
Thank you all
Great interview on Biotech
There's a private company. Out of Maryland called American Gene
Technologies
Making Big Progress on there HIV cure program.
GENE THERAPY
There just about to wrap up Phase 1 clinical. Trail
Data looking very impressive .
I'd love to see if anyone here is invested with them?. Or plan to ?
There CEO name is Jeff Calvin.
He's VERY dedicated
My question to.
Sam how much longer once you take a dive into there company would you estimate before they go to market . .
Sam &Cathy. Do you believe there company evulation is correct? Appreciate. A response @your convenience this year
Stay Blessed 1 and All.
Unlike regular tech, bio-tech innovation will not be able to generate revenues on an ongoing basis as the technology continues to evolve. Apple for example was able to release the first iPhone, sell it, work in the background on the second and so forth, knowing most of those initial customers would be back for more next year and then some. This is fantastic business. We see first gen, second gen, crispr but at the end of the day we will need to wait for the ‘iPhone 10’ equivalent before crispr becomes a commercial product. This is beautiful, I’m invested, but let’s stop using tech as a catch all Goldilocks term. Everything in our world was tech at one stage. Not everything is a great iterative business model.
The share price is down 70% down CRISPR! from January 2021...holy me
People forget that if you're down 80%, you need a 400% rally just to break even
@@somethingginterestingg4275 oops
Volume Up please :)
I'll be shorting ARKK
Wow!
Amazing strategist Cathy Woods is. I would marry Intellect and intelligence. Not to mention the remainder for obvious reasoning
Looks like a bot has infiltrated with WApp invitations
Could CRISPR be used to scramble not repairing the mitochondrial DNA of cancer cells to cure cancer? Essentially starving the cancer cell.
Pumping ur bags again
volume low from the other guy
Brilliant
I'm invested in ARK funds, but there is no easy way to say this. All of the ARK funds have crashed catastrophically. When your funds are all down 50%, 60%, or 70% from their highs less than a year ago, it's really, really bad, especially when the S&P 500 is only down 4.5% from its all-time high. The goal of any good asset manager isn't just to make the highest return possible, it's to make good returns in a consistent way and to avoid catastrophic collapses in value like we have seen in ARK funds.
buy some index fund, ARK is not for you, sell all your shares to us
@@NomzWithDarren volatile barely explains this though. She' getting closer to losing all the gains since covid started.
I love her perspective. But her timing on buying stocks has been horrific.
A good portion of her stocks are down 50-80% from highs. Idt people realise that if you have a stock down 80%, you need a 400% rally just to break even. And I don't see any slowing down of her fund decreasing in value.
Maybe her timing is just off. But without tesla, her whole funds would be destroyed rn.
@@NomzWithDarren it hasn't outperformed the sp500 over the past 5 years by a lot
It is discouraging to be so down. I have lost a lot in ark funds on paper. Hopefully she will be right and in five years we will have earned a lot. I would have liked to avoid catastrophic losses too, I think that is a reasonable ask.
@@NomzWithDarren by a lot? Sorry to burst your bubble. Did you know, since the covid crash, ark and snp are at exactly the same returns?
No curses to boost any ArkG shares! Cruspr share which I purchase in high $190s is around $65! I do not anymore $ to average down anymore! 😫
You only need a 300% rally to break-even don't sweat it 😅 pretty much the same with her whole fund.
Im here with you though. Down 40% on her arkg fund. Will need practically a 100% rally to break even. I love her perspective and thesis but Christ has her timing and buy-prices been awful.
What pharma needs, is a boosterdose of responsibility.
Is there a chance that this technology could be effective for diabetics? Millions of dollars could be saved if there was a fix for diabetics.
Yes, please cure type 1. It would be a game changer for millions o fpeople!
Crispr Therapeutics are working on curing diabetes. Type 1 as a starter
@@tabottietjen3186 Even if they only cured type 2 the medical costs nationwide would be greatly reduced.
Hopefully the ARK funds will rebound after being obliterated lately.
Down down down down down
Great stuff. Sam would make a great college professor, but not a good businessman. There is no fire in his belly for the future prospects of the company. Would have liked to see some excitement (!)
did u even watch the podcast?
I understand what you mean. Sam should be more bold in his statements.
@@o.m.kaya-ozturk1091 He said that "our goal is to become a multi hundred if not a trillion dollar company" If that isn't bold i dont know what is
Think people are so use to the over hyped CEOs of this world. Bear in mind that we are still recovering from the Theranos saga, so not having a CEO over hype is actually the best sign as an investor. The fact that he is willingly to build the company systematically without the hype is the best buy signal for the long term.
No Stream.
that sam guy is legit
Wen Moon??
When Lambo?
sort your sound levels out ffs
Oh my miss Ali. I'm getting a macro trend right now.
Look how nice the office is. They spend a lot on their own comfort.
Wow. So your whole takeaway from this informative interview is that they have nice offices😂😂Please don't waste your money in investing, you have no idea
@@treyod4158 lmao 🤣
@@treyod4158 I know right. When people think small, they will stay small.
Crisper has a great mission, but it lost more than half its value in 2021. A looooooong term hold.
That's how a short term speculation turns into a long-term investment. 😂
I cannot wait to breakeven and cash out!😀
Can barely hear that guy unfortunately
Lol ARK. Used to be credible and then bought $HOOD. Anyone trusting the ARO team after that is foolish.
Good thing I can read lips
Sam has no idea about how companies are valued and should keep his mouth shut. Valuation is company agnostic. It is simply the present value of all future cash flows. Apple has generated more cash over the past 10 years and is going to grow even more in the next 10 years than crispr or any pharma company. Cathy, you should know better. This is such a bad interview and i wonder if it truly represents how Cathy really thinks.
👍
still crashing and burning in the premarket....just fyi
Ok
OK;LG :)
LOL everyone getting Annoyed with Cathy wood. All growth is down …wait …wish I bought lower though tbf. DCA
Pipe dreams. Not proven. Error rate is high. Unstable base pairs.
There's no money in cures...
Grandma cathie PLEASE stop buying $HOOD vlad is making you look bad. 😂😂😂
Bionano genomics!!!
🙌🙌🙌 diamond hand bngo
Farma is corrupt
$SARK! haha
Lmao rekt
buy $SABS instead = = in Operation Warp Speed
Watched this and saw what a silly investment this is. What I see is man trying to control God's invention and investment (he gave his only son). Crsp is an impossible rabbit hole investment and this salesman knows it. Waste your money on the "hope" that man will figure out their impossible mission if you want to, but for this reasom (hope rabbit hole).....I'm out.
Think you need to find a specific fund for your beliefs. The entire industry is not only Sam btw.