Remember I mentioned owning
$twst as a bottleneck play? Well here’s the equally compelling case for
$qure.
Think about what the AI drug discovery landscape looks like in 2028.
Dozens of companies have identified validated CNS targets using AI. They have the molecules and the biology.
However, they don’t have the regulated delivery, the regulatory infrastructure,
the regulated manufacturing, regulated safety data or the patient database required for trials.
$QURE becomes the delivery partner of choice for CNS gene therapy. Why? Because they’re the only option with:
1) Years of validated human CNS safety data;
2) Global regulatory pathway;
3) Deep access to the world’s largest HD natural history dataset;
4) Established GMP manufacturing infrastructure;
5) Surgical CNS delivery network across US and Europe;
6) Systemic BBB-crossing capsid delivery in development;
7) MSH3 patent covering somatic repeat expansion across 15 diseases
8) IP on HTT1a and MSH3 AAV/RNAi constructs filed years before the field converged on this biology where basically every AI program targeting repeat expansion disorders will need to license
AI finds the targets but
$qure gets them into the brain.
The bottleneck in the AI drug discovery era isn’t the molecule, it will be the delivery and they’ve spent a decade plus solving exactly that.
Oh btw this is on top of 130 and 260 being blockbuster drugs.
I believe this next wave of Bio is going to be bigger than anyone can imagine.
Multiple $10T companies. Maybe even a 100 Trillion dollar company.