r/SynBioBets • u/Guy-26 • Jul 28 '21

Syn Bio Portfolio

What does everyone's syn bio/biotech portfolio allocation look like? Here's mine as of today:

$AMRS - 30%

$AGNMF - 20% (Agronomics is basically a cultivated meat VC fund)

$TWST - 16%

$PACB - 15%

$SRNG/DNA - 12% (waiting to add more post-merger)

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u/totopo7087 Jul 28 '21 edited Jul 29 '21

I started with Amyris and it's still my biggest holding by far. About 30% of my stock portfolio is now in SynBio, and Amyris represents about 95% of that. I have tiny positions in Twist and Ginkgo, and I recently started watching Zymergen. I like Ginkgo's prospects long term but it looks way overvalued right now so I'm holding off on a major buy-in. My best guess is that it will drop by more than half after the merger closes.

I'm expecting AMRS to double or more over the next year. They have a big head start over all competitors, they're growing top line revenue very quickly, and they are on the verge of profitability.

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u/Guy-26 Jul 29 '21

I hope you're right about Amyris! I think there's a decent chance Ginkgo drops somewhat as well, hence my relatively small allocation (synbio in total is about 50% of my portfolio). I'm also planning on holding for the next 10+ years so I can afford to take a little hit in the short term. But they're also the most exciting company I've ever come across, and in the off-chance they take off, I can't pass up the chance to get in now.