Why We're Avoiding Ginkgo Bioworks Stock $DNA
#GinkgoBioworks $DNA stock is one of the most promising #syntheticbiology stocks out there and we admit to having a crush on this synthetic biology darling. We’re not interested in Ginkgo’s COVID-related thesis, so our focus is solely on the progress being made in Foundry revenues. Should shares fall from their lofty valuation to approach something reasonable, and Foundry revenues show the growth that Ginkgo has predicted in their SPAC deck, we might start to like this DNA stock, perhaps even enough for a long-term commitment. Going forward, we’ll be keeping a close eye on Ginkgo Bioworks. The bull case has been made many times over. Synthetic biology is probably the single most disruptive technology we cover. Being able to program cells to do your bidding is akin to playing God. We love the story, but we’re not going to invest in it at a ludicrous valuation. And the promise of future milestone revenues isn’t compelling enough. As risk-averse investors, we don’t invest in promises. Listen to our analysis to see where this #nanotechnology company's risks lie.
0:00 Presentation
2:27 Equity & revenue
4:40 $DNA stock is Overvalued
6:30 COVID surge
8:11 The related party problem
11:10 Short-seller report
12:50 Other concerns about Ginkgo Bioworks
13:00 Inexperience
13:33 Equity vs revenue
14:21 No insights into successes
15:24 Bottom line
16:07 Similar failures
16:24 Intrexon
18:42 Zmergen
21:47 Closing
You can read the four articles used for the video here:
1. Ginkgo Bioworks Responds to Short Seller Report:
https://www.nanalyze.com/2021/11/gink...
2. Ginkgo Bioworks Stock Just Got a Whole Lot Riskier: https://www.nanalyze.com/2021/10/gink...
3. Ginkgo Bioworks Stock is a Risky Bet on Synbio: https://www.nanalyze.com/2021/05/gink...
4. Ginkgo Bioworks Scales Biology for Industrial Synbio: https://www.nanalyze.com/2020/10/gink...
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