jennifer doudna

T2 · manager / operator

Biochemist and Nobel laureate, awarded the 2020 Nobel Prize in Chemistry for co-developing CRISPR gene editing.

4 calls·3 names·75% bull·last heard 18 days ago·Bloomberg Tech+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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highest conviction · one per company
1sthigh conviction
$SCRIBE-THERAPEUTICSScribe Therapeuticsposition

Scribe IPO pops 93% on epI-editing platform for one-time cardiovascular therapy

epI-editing alters protein production without permanent DNA changes, enabling safe, repeatable treatment for common diseases like high LDL cholesterol; Phase 1 underway and IPO proceeds will advance clinical deployment.

2ndmedium conviction
$CRISPRCRISPR gene-editing ecosystem

Doudna says in-vivo delivery is the next unlock for CRISPR therapies

Doudna identifies delivery into the patient's body as a core bottleneck and the next development path for turning CRISPR from ex-vivo procedures into broader therapeutics.

3rdmedium conviction
$OPENAIOpenAI

Jennifer Doudna pushes back on OpenAI-style claims that chatbots will own drug discovery

Doudna says AI can help summarize data and improve discovery efficiency, but she does not see chatbots inventing new drug ideas or justifying a claim on future drug sales today.

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4 total
$SCRIBE-THERAPEUTICS
Scribe Therapeutics
HIGHjennifer doudna·Bloomberg Tech·18 days ago· position
Scribe IPO pops 93% on epI-editing platform for one-time cardiovascular therapy
epI-editing alters protein production without permanent DNA changes, enabling safe, repeatable treatment for common diseases like high LDL cholesterol; Phase 1 underway and IPO proceeds will advance clinical deployment.
"SCRIBE THERAPEUTICS HAS A STRATEGY THAT INVOLVES EP I-EDITING. THE CHANGES ARE NOT PERMANENT BUT ALTER THE PRODUCTION OF PROTEINS. WE THINK THIS IS AN INCREDIBLY MOMENT IN THE FIE…"
12:08
$CRISPR
···
CRISPR gene-editing ecosystem
Doudna says in-vivo delivery is the next unlock for CRISPR therapies
Doudna identifies delivery into the patient's body as a core bottleneck and the next development path for turning CRISPR from ex-vivo procedures into broader therapeutics.
"increasingly there are efforts to turn Crispr into what we call an in-vivo therapy... where we can deliver it directly into the patient's body."
13:27
$CRISPR
···
CRISPR gene-editing ecosystem
Doudna says the CRISPR startup ecosystem has already spun out 31 companies worth $9B
The investment signal is not a single ticker but the scale of the CRISPR commercialization pipeline: dozens of companies, thousands of jobs, and continued progress toward real-world therapies.
"I think we've now spun out 31 companies at last count, $9 billion valuation. If you add it all up, over 2,500 jobs created largely here in California."
5:32
$OPENAI
OpenAI
Jennifer Doudna pushes back on OpenAI-style claims that chatbots will own drug discovery
Doudna says AI can help summarize data and improve discovery efficiency, but she does not see chatbots inventing new drug ideas or justifying a claim on future drug sales today.
"An OpenAI executive recently suggested that if a discovery happens on chatGPT... OpenAI should get a cut of sales. What do you think of that? Good luck."
10:42