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![3rdFloorCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1719523401037914112.png) Third Floor Capital [@3rdFloorCapital](/creator/twitter/3rdFloorCapital) on x XXX followers
Created: 2025-07-09 15:05:30 UTC

For everyone saying the $VRNA buyout confirms the return of the Biotech Golden Age and wants to play it beyond going long dirt cheap biotechs (you should be doing this as well), $TKNO is an interesting beneficiary. 

I've written about it in detail before but the TLDR is that they are in the life sci supply chain, have a unique value prop for SMID bios, and are inflecting to profitability. Huge beneficiary if sentiment, funding and R&D spend inflects, and not very expensive.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942963329049174310/c:line.svg)

**Related Topics**
[prop](/topic/prop)
[$tkno](/topic/$tkno)
[acquisition](/topic/acquisition)
[$vrna](/topic/$vrna)

[Post Link](https://x.com/3rdFloorCapital/status/1942963329049174310)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

3rdFloorCapital Avatar Third Floor Capital @3rdFloorCapital on x XXX followers Created: 2025-07-09 15:05:30 UTC

For everyone saying the $VRNA buyout confirms the return of the Biotech Golden Age and wants to play it beyond going long dirt cheap biotechs (you should be doing this as well), $TKNO is an interesting beneficiary.

I've written about it in detail before but the TLDR is that they are in the life sci supply chain, have a unique value prop for SMID bios, and are inflecting to profitability. Huge beneficiary if sentiment, funding and R&D spend inflects, and not very expensive.

XXXXX engagements

Engagements Line Chart

Related Topics prop $tkno acquisition $vrna

Post Link

post/tweet::1942963329049174310
/post/tweet::1942963329049174310