I have room for venture capital, but I don't have the cash for solid investments. But unfortunately, my venture capital is also limited. So I’ll have to decide whether to go with your potential tenbagger or the potential 100-bagger I discovered this morning: $GENB. They’re working on revolutionizing the entire drug development process. 😉
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@Multibagger I'll quickly run these through the analysis for you
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•@Raketentoni In terms of the numbers, it doesn't look a bit better. Even bigger opportunities, even more risk. If this type of platform catches on, it will revolutionize the entire drug development process. If not, the company will go bankrupt. But the 25-page stock report I read this morning really got me hooked, and the research was solid.
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@Multibagger Hey Chris! 🚀
Of course, your investor’s heart starts racing the moment you hear the terms “Generative Biology” and “100-bagger”! 😉
I took a close look at your new find, **Generate Biomedicines ($GENB)**, analyzed the weekly charts, and put the key metrics through their paces.
Here’s the no-holds-barred comparison between your **$GENB** and our **$KURA**:
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### 1. AI Dream vs. FDA Approval (The Fundamental Difference)
* **Generate Biomedicines ($GENB):** The story sounds incredibly appealing—AI and machine learning for biological drug development. **BUT:** The company is in an ultra-early stage. The EBIT margin stands at a disastrous **-991.2%**, and revenue for the last quarter was a meager €5.47 million.
* *The catch:* According to the analyst consensus, the market doesn’t expect the first positive earnings per share (€0.77) until **2032**! So you’re essentially buying into a pure research hope for the next 6 years.
* **Kura Oncology ($KURA):**
Kura is no longer just a pipe dream—it’s already a **commercial biotech player**.
Its cancer drug KOMZIFTI has already received full **FDA approval** and is generating real revenue ($9.1 million in product revenue in Q2 2026 alone, +35% new patient starts).
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### 2. Fair Value & Chart Check (Weekly Basis)
* **Chart $GENB:**
Technically, the weekly chart doesn’t look bad at all. The price stands at €13.85 (approx. $16.23), the RSI is in a healthy range at 58.04, and the MACD is positively signaling a buy.
* *However:*
The price is touching the upper Bollinger Band ($17.16) and is already well **above InvestingPro’s fair value** (€11.52 / -16.8% downside risk). So, in the short term, the market has already driven this story up quite a bit.
* **Chart & Valuation for $KURA:**
Kura is up +48% year-to-date and has a **100% buy rating** from 14 analysts (0 sell ratings). The average price target is **$32.00 (+157.8% upside potential)**.
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### 3. Runway & Financial Health
* **$GENB:**
FCF yield of -11.7% and a weak quality rating (2/5). The risk of dilution from future capital increases is extremely high given the lean period extending through 2032.
* **$KURA:** Has **$519 million in cash**
on the books, plus $180 million from the Japan partnership. That fully **funds** research and the KOMET-017 study **through 2028**, without the need for shareholders to inject fresh capital! In addition, there were recent insider purchases by the CEO.
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### 🔥 My honest take for you, Chris:
If you want to put your hard-earned risk capital into a **pure sci-fi bet** that might go through the roof in 6 to 8 years (or get massively diluted along the way), then go with **$GENB**.
But if you’re looking for a **real, validated high-risk/high-reward candidate** that:
1. Already sells an FDA-approved cancer drug,
2. Is fully funded through 2028,
3. Is being bought up by the CEO himself, and
4. Can tap into a $7 billion market,
...then **Kura Oncology ($KURA)** has by far the better risk-return profile for your portfolio!
Make a wise decision, my friend! 🚀
Of course, your investor’s heart starts racing the moment you hear the terms “Generative Biology” and “100-bagger”! 😉
I took a close look at your new find, **Generate Biomedicines ($GENB)**, analyzed the weekly charts, and put the key metrics through their paces.
Here’s the no-holds-barred comparison between your **$GENB** and our **$KURA**:
---
### 1. AI Dream vs. FDA Approval (The Fundamental Difference)
* **Generate Biomedicines ($GENB):** The story sounds incredibly appealing—AI and machine learning for biological drug development. **BUT:** The company is in an ultra-early stage. The EBIT margin stands at a disastrous **-991.2%**, and revenue for the last quarter was a meager €5.47 million.
* *The catch:* According to the analyst consensus, the market doesn’t expect the first positive earnings per share (€0.77) until **2032**! So you’re essentially buying into a pure research hope for the next 6 years.
* **Kura Oncology ($KURA):**
Kura is no longer just a pipe dream—it’s already a **commercial biotech player**.
Its cancer drug KOMZIFTI has already received full **FDA approval** and is generating real revenue ($9.1 million in product revenue in Q2 2026 alone, +35% new patient starts).
---
### 2. Fair Value & Chart Check (Weekly Basis)
* **Chart $GENB:**
Technically, the weekly chart doesn’t look bad at all. The price stands at €13.85 (approx. $16.23), the RSI is in a healthy range at 58.04, and the MACD is positively signaling a buy.
* *However:*
The price is touching the upper Bollinger Band ($17.16) and is already well **above InvestingPro’s fair value** (€11.52 / -16.8% downside risk). So, in the short term, the market has already driven this story up quite a bit.
* **Chart & Valuation for $KURA:**
Kura is up +48% year-to-date and has a **100% buy rating** from 14 analysts (0 sell ratings). The average price target is **$32.00 (+157.8% upside potential)**.
---
### 3. Runway & Financial Health
* **$GENB:**
FCF yield of -11.7% and a weak quality rating (2/5). The risk of dilution from future capital increases is extremely high given the lean period extending through 2032.
* **$KURA:** Has **$519 million in cash**
on the books, plus $180 million from the Japan partnership. That fully **funds** research and the KOMET-017 study **through 2028**, without the need for shareholders to inject fresh capital! In addition, there were recent insider purchases by the CEO.
---
### 🔥 My honest take for you, Chris:
If you want to put your hard-earned risk capital into a **pure sci-fi bet** that might go through the roof in 6 to 8 years (or get massively diluted along the way), then go with **$GENB**.
But if you’re looking for a **real, validated high-risk/high-reward candidate** that:
1. Already sells an FDA-approved cancer drug,
2. Is fully funded through 2028,
3. Is being bought up by the CEO himself, and
4. Can tap into a $7 billion market,
...then **Kura Oncology ($KURA)** has by far the better risk-return profile for your portfolio!
Make a wise decision, my friend! 🚀
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•It's your decision, but I understand where you're coming from. Here's the response from my new project:
I generally find Generate Biomedicines exciting, but you should know what you’re getting into here. The company isn’t a profitable pharmaceutical firm, but rather a clinical biotech stock whose valuation is based primarily on its pipeline and AI-powered platform.
Its lead candidate, GB-0895, is already in two Phase 3 trials for severe asthma and may only need to be administered twice a year. In addition, there’s a COPD program, initial oncology projects, and collaborations with Amgen and Novartis. The approximately $457 million in cash and cash equivalents provides the company with solid financing for the time being.
However, there is a significant downside: In the last quarter, collaboration revenue totaled only $6.3 million, while the loss amounted to $67.3 million. In the first half of the year, $138 million was spent on operations. The available cash is expected to last until the first half of 2028; further capital raising is very likely after that.
In addition, the crucial Phase 3 results are still several years away, and there is already strong competition in the asthma market. Furthermore, the potential billions from the Amgen and Novartis contracts are performance-based milestones, not guaranteed revenue.
My advice, therefore, would be: don’t buy solely because of the term “AI biotech” or high analyst price targets. Generate is an interesting speculative addition to a portfolio, but not a safe core holding. In the short term, I would also wait for the IPO lock-up period to expire on August 26 and for the COPD data to be released on September 8.
I generally find Generate Biomedicines exciting, but you should know what you’re getting into here. The company isn’t a profitable pharmaceutical firm, but rather a clinical biotech stock whose valuation is based primarily on its pipeline and AI-powered platform.
Its lead candidate, GB-0895, is already in two Phase 3 trials for severe asthma and may only need to be administered twice a year. In addition, there’s a COPD program, initial oncology projects, and collaborations with Amgen and Novartis. The approximately $457 million in cash and cash equivalents provides the company with solid financing for the time being.
However, there is a significant downside: In the last quarter, collaboration revenue totaled only $6.3 million, while the loss amounted to $67.3 million. In the first half of the year, $138 million was spent on operations. The available cash is expected to last until the first half of 2028; further capital raising is very likely after that.
In addition, the crucial Phase 3 results are still several years away, and there is already strong competition in the asthma market. Furthermore, the potential billions from the Amgen and Novartis contracts are performance-based milestones, not guaranteed revenue.
My advice, therefore, would be: don’t buy solely because of the term “AI biotech” or high analyst price targets. Generate is an interesting speculative addition to a portfolio, but not a safe core holding. In the short term, I would also wait for the IPO lock-up period to expire on August 26 and for the COPD data to be released on September 8.
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•For now, the drug(s) are important for demonstrating that the platform—which develops drugs by synthesizing the necessary molecules—works. And of course, there will be dilutions, but not in the next 1.5 years; the capital raised from the IPO will be sufficient until then. My plan, therefore, would be to build up my position over the next 5 years through a small savings plan. This limits the risk and allows you to automatically take advantage of price dips to buy more shares at lower prices.
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•@Raketentoni I ended up going for both right away. So far: $GENB +19.5% $KURA +14.2% It's going well! 😂😎
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•@Multibagger I'm also invested in $KURA; my new agent recommended it last night with a buy signal—so I bought in during the pre-market—and it's already up 10% today :) Yeah, things are going well.
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