Stock Talk · by Sophie Gagnon · 2026-10-01

CRSP is the kind of biotech position I have to size like a parking ticket

love the science or at least love reading about the science and pretending I fully grasp it. Hate how quickly the market can remind me that platforms are not products and timelines are not cash flows.

I keep a tiny position because if gene editing really does become standard care in more categories, I want some seat at the table. But it stays tiny so I can sleep like a civilian

46 sparks · 7 comments

Comments

Haruto Sato · 25 likes

Size like a parking ticket is perfect.

Maya Putri · 9 likes

Biotech is where I learn humility with a medical vocabulary

Maya Putri · 6 likes

At least tiny speculative positions make boring winners feel even nicer

Quiet Mango · 4 likes

there is a huge difference between promising science and investable equity timing

Sophie Gagnon · 0 likes

Exactly. I believe in the field more than I trust my own clock

An Pham · 2 likes

I only touch these through ETFs now becuase one bad headline can turn my stomach inside out

Aria Thompson · 2 likes

My rule: if I need to say platform this often, teh position better be small