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![LogicalThesis Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3236384046.png) Logical Thesis [@LogicalThesis](/creator/twitter/LogicalThesis) on x 30.1K followers
Created: 2025-07-16 02:09:47 UTC

Lol man. Must I truly explain this?
1) $SANA is an extremely early stage clinical biotech solving a very hard problem (not easy to do). They are FAR from a viable product, let alone revenue, let alone profits. Completely binary, years away, and they have <1y of cash. So much better value in biotech right now. This is more of a moonshot situation.
2) $TGEN has a patent-protected REAL product on the market and partnered with largest name $VRT in the space cross-selling their product. They see value in the diversification from their product. One deal could be multiples of the market cap. And they just filed an offering and noted the proceeds are for expanding their data center opportunity 

Cmon. This was a pretty rookie take.


XXX engagements

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**Related Topics**
[$tgen](/topic/$tgen)
[moonshot](/topic/moonshot)
[$sana](/topic/$sana)

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