My on CM life sciences #SPAC, possible targets & bold prediction on Pipe.
NASDAQ: $CMLF
Website: https://cmlifesciencesspac.com/ 
Market cap: $678M
S1: https://www.sec.gov/Archives/edgar/data/1818331/000121390020022185/fs12020_cmlifesciences.htm
#fintwit #StocksToBuy #genomics #syntheticbiology #arkg 1/

Target:
“We will focus our search for business combination targets in three separate areas of the larger life sciences industry, including: Life Sciences Tools, Snythetic Biology & diagnostics.” 2/ #SPACs $CMLF

Management team:
CEO: Eli Casdin, Casdin Capital launched 2011 as a leading thematic investor in the fast growing life sciences industry. read paragraph below 3/

Directors
Sean George, PhD Co-Founder & CEO of $NVTA,
@EmilyLeproust , PhD, President & CEO of $TWST (I am very long TWST & NVTA very excited that they are on the board) 4/

Acquisition strategy:
“CMLF is not prohibited from pursuing combinations with companies affiliated with our sponsor, executive officers, or directors.”
Casdin has interests in 42 private portfolio companies. Let'S check https://casdincapital.com/venture/  4 companies that could b a match 5/

- My #1 pick is @Ginkgo: uses biology 2 grow products instead of manufacturing them. Company’s technology platform is bringing biotechnology into consumer goods markets, enabling fragrance, cosmetic, nutrition, food, agriculture and pharmaceuticals to make better products. 6/

- Oxford Nanopore: Our goal is to enable the analysis of anything, everywhere by anyone! We have developed the world’s first and only nanopore DNA and RNA sequencing platform.
- Arzeda: “We design proteins never before seen in nature” 7/

Verve Therapeutics: “We are pioneering medicines to safely edit the adult genome and treat cardiovascular disease.” Casdin led series B in Jan. 8/

All of this is speculation of course so take w a grain of salt. However, I see a chance that @chamath could be running the pipe & @Ginkgo is the target. I’ll give reasons why below 9/ $CMLF

He leaves breadcrumbs in interviews. f.e. b4 $MP deal he mentioned rare earths topic in lots o interviews. He started 2 mention genomics/biotech in many interviews recently & in this clip makes an interesting comparison btwn biotech & AWS:
10/

Ginkgo could be characterized as AWS of #Syntheticbiology & meat production is one of the biggest greenhouse gas emitters. @chamath is very passionate about climate investment.
Last but not least, Casdin & Chamath collaborated on the Clover health $CLOV pipe 11/

No investment advice. I could be totally off, please DYOR. I hold a long position in $CMLF.
What are your thoughts? #fintwit @hiddensmallcaps 12/

@TC_Investments @PatrickBaitman3 @IPO201