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Guardian Research's avatar

Oh man you’re gonna love our next write up. Hint (it includes an ABVX angle NOBODY has caught yet) over 100% upside!. Subscribe so you don’t miss it!

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Neural Foundry's avatar

The cell-based aproach to reducing dsRNA is fascinatig. If they can actually match IVT on release specs batch after batch, the economics shift becomes real. The comparison point you raise about going from 15 days to 1 day design cycles with NVIDIA feels like a different kind of unlock than just cost savings. The real test will be comparability when they hit clinical grade in 2026.

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